salesforce.com Inc
(79466L302)
Funds Reporting Holdings of salesforce.com Inc according to 13F filings
| Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
|---|---|---|---|---|---|
| Sands Capital Management LLC | 7,373,836 | $1,118,832k | Jun 30, 2019 | Aug 14, 2019 | |
| Lone Pine Capital LLC | 2,941,733 | $446,349k | Jun 30, 2019 | Aug 14, 2019 | |
| Viking Global Investors LP | 2,922,394 | $443,415k | Jun 30, 2019 | Aug 14, 2019 | |
| GQG Partners LLC | 2,562,244 | $388,470k | Jun 30, 2019 | Aug 14, 2019 | |
| Pointstate Capital LP | 2,420,580 | $367,275k | Jun 30, 2019 | Aug 14, 2019 | |
| Tiger Global Management LLC | 2,286,739 | $346,967k | Jun 30, 2019 | Aug 14, 2019 | |
| Melvin Capital Management LP | 1,610,000 | $244,285k | Call | Jun 30, 2019 | Aug 14, 2019 |
| Suvretta Capital Management LLC | 1,588,111 | $240,964k | Jun 30, 2019 | Aug 14, 2019 | |
| Retirement Income Solutions Inc | 1,330 | $202,000k | Jun 30, 2019 | Jul 23, 2019 | |
| Third Point LLC | 1,300,000 | $197,249k | Jun 30, 2019 | Aug 13, 2019 | |
| Marsico Capital Management LLC | 1,067,914 | $162,035k | Jun 30, 2019 | Aug 14, 2019 | |
| Sachem HEAD Capital Management LP | 910,000 | $138,074k | Jun 30, 2019 | Aug 14, 2019 | |
| Matrix Capital Management Company LP | 800,000 | $121,384k | Jun 30, 2019 | Aug 14, 2019 | |
| Waverton Investment Management Limited | 678,032 | $102,878k | Jun 30, 2019 | Jul 17, 2019 | |
| Nikko Asset Management Americas Inc | 667,928 | $101,345k | Jun 30, 2019 | Jul 29, 2019 | |
| Gilder Gagnon HOWE & Co LLC | 621,928 | $94,365k | Jun 30, 2019 | Aug 13, 2019 | |
| EMS Capital LP | 607,570 | $92,187k | Jun 30, 2019 | Aug 14, 2019 | |
| Partner Fund Management LP | 598,759 | $90,850k | Jun 30, 2019 | Aug 14, 2019 | |
| Appaloosa LP | 500,000 | $75,865k | Jun 30, 2019 | Aug 14, 2019 | |
| NWI Management LP | 450,000 | $68,279k | Jun 30, 2019 | Aug 14, 2019 | |
| ARK Investment Management LLC | 412,434 | $62,579k | Jun 30, 2019 | Jul 30, 2019 | |
| Montag & Caldwell LLC | 359,784 | $54,590k | Jun 30, 2019 | Aug 1, 2019 | |
| Coatue Management LLC | 354,416 | $53,776k | Jun 30, 2019 | Aug 14, 2019 | |
| Riverbridge Partners LLC | 353,823 | $53,686k | Jun 30, 2019 | Jul 10, 2019 | |
| Sustainable Growth Advisers LP | 332,956 | $50,519k | Jun 30, 2019 | Aug 12, 2019 | |
| AO Asset Management LP | 304,006 | $46,127k | Jun 30, 2019 | Aug 13, 2019 | |
| Honeycomb Asset Management LP | 300,000 | $45,519k | Jun 30, 2019 | Aug 14, 2019 | |
| Altimeter Capital Management LP | 280,000 | $42,484k | Jun 30, 2019 | Aug 14, 2019 | |
| Glynn Capital Management LLC | 277,947 | $42,173k | Jun 30, 2019 | Aug 2, 2019 | |
| The Cypress Funds LLC | 270,000 | $40,967k | Jun 30, 2019 | Aug 1, 2019 | |
| The Ithaka Group LLC | 262,770 | $39,870k | Jun 30, 2019 | Aug 12, 2019 | |
| ECHO Street Capital Management LLC | 250,516 | $38,011k | Jun 30, 2019 | Aug 14, 2019 | |
| Valinor Management LP | 245,713 | $37,282k | Jun 30, 2019 | Aug 14, 2019 | |
| Motley FOOL Wealth Management LLC | 239,763 | $36,379k | Jun 30, 2019 | Aug 14, 2019 | |
| HHR Asset Management LLC | 236,464 | $35,879k | Jun 30, 2019 | Aug 14, 2019 | |
| Locust WOOD Capital Advisers LLC | 233,040 | $35,359k | Jun 30, 2019 | Jul 24, 2019 | |
| Tocqueville Asset Management LP | 202,500 | $30,725k | Jun 30, 2019 | Jul 31, 2019 | |
| Oakmont Corporation | 202,005 | $30,650k | Jun 30, 2019 | Aug 1, 2019 | |
| Atalanta Sosnoff Capital LLC | 190,860 | $28,959k | Jun 30, 2019 | Jul 15, 2019 | |
| Graham Capital Management LP | 180,000 | $27,311k | Jun 30, 2019 | Aug 14, 2019 | |
| Light Street Capital Management LLC | 150,920 | $22,899k | Jun 30, 2019 | Aug 14, 2019 | |
| Adams Diversified Equity Fund Inc | 139,800 | $21,212k | Jun 30, 2019 | Jul 29, 2019 | |
| Zweig-Dimenna Associates LLC | 126,372 | $19,174k | Jun 30, 2019 | Jul 10, 2019 | |
| Obermeyer WOOD Investment Counsel LLLP | 126,042 | $19,124k | Jun 30, 2019 | Aug 13, 2019 | |
| Oribel Capital Management LP | 125,700 | $19,072k | Jun 30, 2019 | Aug 14, 2019 | |
| Aureus Asset Management LLC | 112,297 | $17,039k | Jun 30, 2019 | Aug 14, 2019 | |
| Wafra Inc | 109,884 | $16,673k | Jun 30, 2019 | Aug 14, 2019 | |
| Badgley Phelps and Bell Inc | 107,932 | $16,377k | Jun 30, 2019 | Jul 30, 2019 | |
| Quest Investment Management LLC | 107,444 | $16,302k | Jun 30, 2019 | Aug 13, 2019 | |
| Middleton & Company Inc | 100,211 | $15,205k | Jun 30, 2019 | Jul 25, 2019 | |
| South Street Advisors LLC | 91,747 | $13,921k | Jun 30, 2019 | Jul 22, 2019 | |
| Pictet North America Advisors SA | 91,059 | $13,816k | Jun 30, 2019 | Aug 7, 2019 | |
| Main Street Research LLC | 90,085 | $13,669k | Jun 30, 2019 | Aug 8, 2019 | |
| Bridgecreek Investment Management LLC | 89,369 | $13,560k | Jun 30, 2019 | Aug 14, 2019 | |
| FORT Point Capital Partners LLC | 88,397 | $13,412k | Jun 30, 2019 | Aug 9, 2019 | |
| Maytech Global Investments LLC | 78,447 | $11,903k | Jun 30, 2019 | Aug 12, 2019 | |
| Thames Capital Management LLC | 76,930 | $11,673k | Jun 30, 2019 | Aug 14, 2019 | |
| Premier Asset Management LLC | 74,275 | $11,269k | Jun 30, 2019 | Aug 7, 2019 | |
| Riverpark Capital Management LLC | 73,539 | $11,158k | Jun 30, 2019 | Aug 13, 2019 | |
| Pacer Advisors Inc | 72,442 | $10,992k | Jun 30, 2019 | Aug 12, 2019 | |
| Kayak Investment Partners LLC | 68,943 | $10,461k | Jun 30, 2019 | Aug 14, 2019 | |
| Front Barnett Associates LLC | 67,962 | $10,312k | Jun 30, 2019 | Aug 6, 2019 | |
| Dupont Capital Management Corp | 63,664 | $9,660k | Jun 30, 2019 | Jul 30, 2019 | |
| Falcon Edge Capital LP | 59,800 | $9,073k | Jun 30, 2019 | Aug 14, 2019 | |
| Shikiar Asset Management Inc | 55,830 | $8,471k | Jun 30, 2019 | Jul 25, 2019 | |
| Grassi Investment Management LLC | 55,715 | $8,454k | Jun 30, 2019 | Jul 10, 2019 | |
| Hitchwood Capital Management LP | 55,000 | $8,345k | Jun 30, 2019 | Aug 14, 2019 | |
| Asturias Capital LLC | 51,255 | $7,777k | Jun 30, 2019 | Aug 14, 2019 | |
| Point72 Asset Management LP | 50,000 | $7,587k | Call | Jun 30, 2019 | Aug 14, 2019 |
| Lunia Capital LP | 49,132 | $7,455k | Jun 30, 2019 | Aug 14, 2019 | |
| Deltec Asset Management LLC | 48,500 | $7,359k | Jun 30, 2019 | Jul 29, 2019 | |
| Sentry Investment Management LLC | 47,746 | $7,245k | Jun 30, 2019 | Aug 12, 2019 | |
| Sentry Management Inc | 47,746 | $7,245k | Jun 30, 2019 | Aug 12, 2019 | |
| The Swarthmore Group Inc | 47,725 | $7,241k | Jun 30, 2019 | Jul 25, 2019 | |
| Kingdon Capital Management LLC | 47,646 | $7,229k | Jun 30, 2019 | Aug 14, 2019 | |
| SAND Hill Global Advisors LLC | 41,906 | $6,358k | Jun 30, 2019 | Aug 13, 2019 | |
| Junto Capital Management LP | 41,300 | $6,266k | Jun 30, 2019 | Aug 14, 2019 | |
| Lyell Wealth Management LP | 40,333 | $6,120k | Jun 30, 2019 | Aug 1, 2019 | |
| Nippon Life Global Investors Americas Inc | 38,490 | $5,840k | Jun 30, 2019 | Jul 23, 2019 | |
| Crossvault Capital Management LLC | 35,915 | $5,449k | Jun 30, 2019 | Jul 19, 2019 | |
| Cohen Klingenstein LLC | 35,913 | $5,449k | Jun 30, 2019 | Jul 15, 2019 | |
| Marvin & Palmer Associates | 35,538 | $5,392k | Jun 30, 2019 | Aug 19, 2019 | |
| Calamos Wealth Management LLC | 33,810 | $5,130k | Jun 30, 2019 | Aug 7, 2019 | |
| Broadleaf Partners LLC | 31,456 | $4,773k | Jun 30, 2019 | Jul 19, 2019 | |
| Capital Impact Advisors LLC | 30,835 | $4,647k | Jun 30, 2019 | Jul 19, 2019 | |
| Private Wealth Partners LLC | 29,677 | $4,503k | Jun 30, 2019 | Aug 6, 2019 | |
| and Wealth Partners LLC | 29,677 | $4,503k | Jun 30, 2019 | Aug 6, 2019 | |
| Exchange Capital Management Inc | 28,911 | $4,387k | Jun 30, 2019 | Jul 22, 2019 | |
| Cider MILL Investments LP | 27,200 | $4,308k | Mar 31, 2019 | May 15, 2019 | |
| Stoneridge Investment Partners LLC | 28,273 | $4,290k | Jun 30, 2019 | Jul 29, 2019 | |
| Allen Investment Management LLC | 28,269 | $4,289k | Jun 30, 2019 | Aug 12, 2019 | |
| Tiger EYE Capital LLC | 27,996 | $4,248k | Jun 30, 2019 | Aug 14, 2019 | |
| Riverpark Advisors LLC | 24,612 | $3,734k | Jun 30, 2019 | Aug 13, 2019 | |
| Marco Investment Management LLC | 23,540 | $3,572k | Jun 30, 2019 | Aug 6, 2019 | |
| The Mathes Company Inc | 22,931 | $3,479k | Jun 30, 2019 | Jul 29, 2019 | |
| Otter Creek Advisors LLC | 22,000 | $3,338k | Put | Jun 30, 2019 | Aug 14, 2019 |
| Mastrapasqua Asset Management Inc | 19,922 | $3,023k | Jun 30, 2019 | Aug 12, 2019 | |
| Cornerstone Advisors LLC | 19,000 | $3,009k | Mar 31, 2019 | May 13, 2019 | |
| Oak Grove Capital LLC | 19,825 | $3,008k | Jun 30, 2019 | Aug 9, 2019 | |
| Harbour Capital Advisors LLC | 19,401 | $2,944k | Jun 30, 2019 | Jul 10, 2019 | |
| QS Investors LLC | 18,794 | $2,852k | Jun 30, 2019 | Aug 14, 2019 | |
| KARP Capital Management Corporation | 18,270 | $2,772k | Jun 30, 2019 | Aug 8, 2019 | |
| NEXT Century Growth Investors LLC | 17,820 | $2,703k | Jun 30, 2019 | Aug 14, 2019 | |
| RB Capital Management LLC | 17,658 | $2,679k | Jun 30, 2019 | Aug 7, 2019 | |
| Birinyi Associates Inc | 17,600 | $2,670k | Jun 30, 2019 | Aug 5, 2019 | |
| Cadinha & Co LLC | 17,590 | $2,669k | Jun 30, 2019 | Aug 9, 2019 | |
| Bingham Osborn & Scarborough LLC | 16,972 | $2,575k | Jun 30, 2019 | Aug 2, 2019 | |
| Krueger & Catalano Capital Partners LLC | 16,586 | $2,517k | Jun 30, 2019 | Jul 22, 2019 | |
| Granite Group Advisors LLC | 16,135 | $2,448k | Jun 30, 2019 | Jul 23, 2019 | |
| Granite Investment Advisors LLC | 16,135 | $2,448k | Jun 30, 2019 | Jul 23, 2019 | |
| Summit Partners Public Asset Management LLC | 15,000 | $2,276k | Jun 30, 2019 | Aug 14, 2019 | |
| Blackhawk Capital Partners LLC | 14,740 | $2,237k | Jun 30, 2019 | Aug 13, 2019 | |
| Crosslink Capital Inc | 14,134 | $2,145k | Jun 30, 2019 | Aug 13, 2019 | |
| Aldebaran Financial Inc | 14,120 | $2,142k | Jun 30, 2019 | Aug 14, 2019 | |
| Boardman BAY Capital Management LLC | 14,000 | $2,124k | Jun 30, 2019 | Aug 14, 2019 | |
| AFT Forsyth and Company Inc | 13,835 | $2,099k | Jun 30, 2019 | Jul 29, 2019 | |
| Motley FOOL Asset Management LLC | 13,486 | $2,046k | Jun 30, 2019 | Aug 14, 2019 | |
| Triangle Securities Wealth Management | 12,724 | $1,944k | Jun 30, 2019 | Jul 10, 2019 | |
| Jasper Ridge Partners LP | 11,709 | $1,777k | Jun 30, 2019 | Aug 9, 2019 | |
| Global Endowment Management LP | 11,500 | $1,745k | Jun 30, 2019 | Aug 12, 2019 | |
| Wealth Advisors of Tampa BAY LLC | 11,252 | $1,707k | Jun 30, 2019 | Jul 23, 2019 | |
| Hoylecohen LLC | 11,004 | $1,670k | Jun 30, 2019 | Aug 9, 2019 | |
| Legacy Capital Partners Inc | 10,888 | $1,652k | Jun 30, 2019 | Jul 16, 2019 | |
| Dillon & Associates Inc | 10,810 | $1,643k | Jun 30, 2019 | Jul 22, 2019 | |
| Rothschild Capital Partners LLC | 10,507 | $1,594k | Jun 30, 2019 | Jul 17, 2019 | |
| Congress Park Capital LLC | 8,905 | $1,425k | Jun 30, 2019 | Aug 2, 2019 | |
| Aristotle Atlantic Partners LLC | 8,836 | $1,341k | Jun 30, 2019 | Aug 13, 2019 | |
| Birch Hill Investment Advisors LLC | 8,825 | $1,339k | Jun 30, 2019 | Jul 22, 2019 | |
| Intersect Capital LLC | 8,715 | $1,322k | Jun 30, 2019 | Aug 9, 2019 | |
| Mitchell Capital Management Co | 8,250 | $1,252k | Jun 30, 2019 | Jul 24, 2019 | |
| RAAB & Moskowitz Asset Management LLC | 7,345 | $1,114k | Jun 30, 2019 | Aug 9, 2019 | |
| Acadian Asset Management LLC | 7,258 | $1,101k | Jun 30, 2019 | Aug 8, 2019 | |
| The Rikoon Group LLC | 6,840 | $1,038k | Jun 30, 2019 | Aug 6, 2019 | |
| Bernicke Wealth Management Ltd | 6,678 | $1,013k | Jun 30, 2019 | Aug 5, 2019 | |
| Symphony Asset Management LLC | 6,522 | $990k | Jun 30, 2019 | Aug 14, 2019 | |
| Vista Private Wealth Partners LLC | 6,707 | $980k | Jun 30, 2019 | Aug 27, 2019 | |
| The Investment House LLC | 6,255 | $949k | Jun 30, 2019 | Aug 5, 2019 | |
| DSC Advisors LP | 6,144 | $932k | Jun 30, 2019 | Aug 14, 2019 | |
| Fagan Associates Inc | 5,845 | $887k | Jun 30, 2019 | Jul 12, 2019 | |
| Brown Capital Management LLC | 5,804 | $881k | Jun 30, 2019 | Aug 13, 2019 | |
| The Rock Creek Group LP | 5,702 | $865k | Jun 30, 2019 | Aug 14, 2019 | |
| Shepherd Financial Partners LLC | 5,686 | $863k | Jun 30, 2019 | Aug 5, 2019 | |
| ST Johns Investment Management Company LLC | 5,659 | $859k | Jun 30, 2019 | Jul 24, 2019 | |
| Cottage Street Advisors LLC | 5,620 | $853k | Jun 30, 2019 | Aug 2, 2019 | |
| SPC Financial Inc | 5,387 | $817k | Jun 30, 2019 | Aug 1, 2019 | |
| Blue CHIP Wealth Management Inc | 5,318 | $807k | Jun 30, 2019 | Aug 13, 2019 | |
| Bigsur Wealth Management LLC | 5,200 | $801k | Jun 30, 2019 | Jul 5, 2019 | |
| Strategic Advisors LLC | 5,178 | $785k | Jun 30, 2019 | Jul 22, 2019 | |
| Strategic Investment Advisors LLC | 5,178 | $785k | Jun 30, 2019 | Jul 22, 2019 | |
| Strategic Investment Advisors Inc | 5,178 | $785k | Jun 30, 2019 | Jul 22, 2019 | |
| Newport Wealth Strategies Inc | 4,914 | $778k | Jun 30, 2019 | Jul 22, 2019 | |
| Buckley Wealth Management LLC | 4,846 | $735k | Jun 30, 2019 | Jul 19, 2019 | |
| Wespac Advisors Socal LLC | 4,661 | $707k | Jun 30, 2019 | Jul 30, 2019 | |
| Westover Capital Advisors LLC | 4,639 | $704k | Jun 30, 2019 | Aug 13, 2019 | |
| New England Research & Management Inc | 4,420 | $671k | Jun 30, 2019 | Jul 9, 2019 | |
| Bristlecone Advisors LLC | 4,344 | $659k | Jun 30, 2019 | Jul 19, 2019 | |
| New England Investment & Retirement Group Inc | 4,048 | $614k | Jun 30, 2019 | Jul 31, 2019 | |
| Permanens Capital LP | 4,000 | $607k | Jun 30, 2019 | Aug 9, 2019 | |
| Cornell Pochily Investment Advisors Inc | 3,963 | $601k | Jun 30, 2019 | Jul 22, 2019 | |
| Miles Capital Inc | 3,895 | $591k | Jun 30, 2019 | Aug 13, 2019 | |
| Hartwell J M Ltd Partnership | 3,850 | $584k | Jun 30, 2019 | Jul 31, 2019 | |
| West Branch Capital LLC | 3,608 | $547k | Jun 30, 2019 | Aug 5, 2019 | |
| Summit Financial Group Inc | 3,600 | $546k | Jun 30, 2019 | Jul 3, 2019 | |
| Summit Financial LLC | 3,600 | $546k | Jun 30, 2019 | Jul 3, 2019 | |
| MANA Advisors LLC | 3,552 | $539k | Jun 30, 2019 | Aug 14, 2019 | |
| First Pacific Advisors LP | 3,400 | $516k | Jun 30, 2019 | Aug 14, 2019 | |
| SWS Partners LLC | 3,160 | $499k | Jun 30, 2019 | Aug 13, 2019 | |
| Good Harbor Financial LLC | 6,688 | $464k | Sep 30, 2015 | Nov 13, 2015 | |
| Cahill Financial Advisors Inc | 2,893 | $439k | Jun 30, 2019 | Aug 14, 2019 | |
| Vontobel Swiss Wealth Advisors AG | 2,842 | $431k | Jun 30, 2019 | Aug 12, 2019 | |
| Mirador Capital Partners LP | 2,773 | $421k | Jun 30, 2019 | Aug 6, 2019 | |
| Argus Investors' Counsel Inc | 2,768 | $420k | Jun 30, 2019 | Jul 10, 2019 | |
| Trust & Investment Advisors Inc | 2,760 | $419k | Jun 30, 2019 | Jul 30, 2019 | |
| Private Advisors LLC | 2,760 | $419k | Jun 30, 2019 | Jul 30, 2019 | |
| Advisors Financial Inc | 2,760 | $419k | Jun 30, 2019 | Jul 30, 2019 | |
| The Financial Advisors LLC | 2,760 | $419k | Jun 30, 2019 | Jul 30, 2019 | |
| Trust Advisors Inc | 2,760 | $419k | Jun 30, 2019 | Jul 30, 2019 | |
| Trust Advisors LLC | 2,760 | $419k | Jun 30, 2019 | Jul 30, 2019 | |
| OFI Advisors LLC | 5,711 | $397k | Sep 30, 2015 | Nov 16, 2015 | |
| HCR Wealth Advisors | 2,557 | $388k | Jun 30, 2019 | Jul 25, 2019 | |
| EP Wealth Advisors LLC | 2,527 | $383k | Jun 30, 2019 | Aug 27, 2019 | |
| ALL Terrain Financial Advisors LLC | 2,500 | $379k | Jun 30, 2019 | Aug 14, 2019 | |
| Plancorp LLC | 2,405 | $365k | Jun 30, 2019 | Aug 13, 2019 | |
| Abbrea Capital LLC | 2,405 | $365k | Jun 30, 2019 | Jul 31, 2019 | |
| Grace Capital | 2,321 | $352k | Jun 30, 2019 | Aug 14, 2019 | |
| Alley Company LLC | 2,300 | $349k | Jun 30, 2019 | Jul 30, 2019 | |
| Dedora Capital Inc | 2,242 | $340k | Jun 30, 2019 | Aug 8, 2019 | |
| Midwest Professional Planners Ltd | 2,219 | $337k | Jun 30, 2019 | Aug 12, 2019 | |
| Hengehold Capital Management LLC | 2,200 | $334k | Jun 30, 2019 | Jul 23, 2019 | |
| Wiley Bros-Aintree Capital LLC | 2,148 | $326k | Jun 30, 2019 | Jul 10, 2019 | |
| Rossmore Private Capital LLC | 2,147 | $326k | Jun 30, 2019 | Aug 5, 2019 | |
| Lourd Capital LLC | 2,084 | $316k | Jun 30, 2019 | Jul 11, 2019 | |
| Harfst and Associates Inc | 2,078 | $315k | Jun 30, 2019 | Aug 14, 2019 | |
| North American Management Corp | 2,046 | $310k | Jun 30, 2019 | Jul 30, 2019 | |
| Nikulski Financial Inc | 1,935 | $306k | Jun 30, 2019 | Jul 22, 2019 | |
| Polaris Greystone Financial Group LLC | 1,982 | $305k | Jun 30, 2019 | Jul 25, 2019 | |
| KJ Harrison & Partners USA Inc | 2,000 | $303k | Jun 30, 2019 | Aug 5, 2019 | |
| Meristem Family Wealth LLC | 1,813 | $275k | Jun 30, 2019 | Aug 6, 2019 | |
| Highland Private Wealth Management | 1,804 | $274k | Jun 30, 2019 | Aug 13, 2019 | |
| Wespac Advisors LLC | 1,799 | $273k | Jun 30, 2019 | Jul 23, 2019 | |
| Andesa Financial Management Inc | 1,675 | $252k | Jun 30, 2019 | Jul 30, 2019 | |
| Parkside Advisors LLC | 1,648 | $250k | Jun 30, 2019 | Jul 10, 2019 | |
| Clear Perspective Advisors LLC | 1,646 | $250k | Jun 30, 2019 | Aug 12, 2019 | |
| Guardian Capital Advisors LP | 1,530 | $238k | Jun 30, 2019 | Aug 14, 2019 | |
| American Financial Network Advisory Services LLC | 1,574 | $237k | Jun 30, 2019 | Aug 9, 2019 | |
| Oak Ridge Investments LLC | 1,509 | $229k | Jun 30, 2019 | Aug 14, 2019 | |
| IBEX Investors LLC | 1,457 | $221k | Jun 30, 2019 | Jul 29, 2019 | |
| Stearns Financial Services Group Inc | 1,445 | $219k | Jun 30, 2019 | Aug 14, 2019 | |
| IRON Financial LLC | 1,350 | $214k | Jun 30, 2019 | Aug 2, 2019 | |
| Mount Yale Investment Advisors LLC | 1,499 | $212k | Jun 30, 2019 | Aug 13, 2019 | |
| American Asset Management Inc | 1,380 | $209k | Jun 30, 2019 | Jul 31, 2019 | |
| Somerset Group LLC | 1,359 | $206k | Jun 30, 2019 | Aug 12, 2019 | |
| First Manhattan Co | 1,321 | $200k | Jun 30, 2019 | Aug 16, 2019 | |
| Alphaone Investment Services LLC | 1,300 | $197k | Jun 30, 2019 | Aug 13, 2019 | |
| Lucia Wealth Services LLC | 1,038 | $157k | Jun 30, 2019 | Jul 23, 2019 | |
| Arlington Partners LLC | 844 | $128k | Jun 30, 2019 | Jul 10, 2019 | |
| 1919 Investment Counsel LLC | 2,000 | $116k | Sep 30, 2014 | Nov 14, 2014 | |
| Clearbridge Investments LLC | 840 | $115k | Dec 31, 2018 | Feb 14, 2019 | |
| Stephens Investment Management Group LLC | 680 | $103k | Jun 30, 2019 | Aug 1, 2019 | |
| Lombard Odier Transatlantic Limited | 1,350 | $96k | Sep 30, 2016 | Nov 14, 2016 | |
| The Fiduciary Group LLC | 612 | $93k | Jun 30, 2019 | Aug 14, 2019 | |
| Vestor Capital LLC | 275 | $42k | Jun 30, 2019 | Aug 6, 2019 | |
| Tower VIEW Investment Management & Research LLC | 260 | $39k | Jun 30, 2019 | Jul 17, 2019 | |
| Ranger International Management LP | 259 | $39k | Jun 30, 2019 | Aug 14, 2019 | |
| Spectrum Management Group Inc | 231 | $35k | Jun 30, 2019 | Aug 2, 2019 | |
| Spectrum Group Management LLC | 231 | $35k | Jun 30, 2019 | Aug 2, 2019 | |
| West Oak Capital LLC | 200 | $30k | Jun 30, 2019 | Jul 12, 2019 | |
| CI Global Investments Inc | 190 | $30k | Sep 30, 2018 | Nov 9, 2018 | |
| Avondale Wealth Management LLC | 160 | $24k | Jun 30, 2019 | Jul 26, 2019 | |
| Harding Loevner LP | 130 | $20k | Jun 30, 2019 | Aug 14, 2019 | |
| Kayne Anderson Rudnick Investment Management LLC | 52 | $8k | Jun 30, 2019 | Aug 14, 2019 | |
| Stevens First Principles Investment Advisors | 20 | $3k | Jun 30, 2019 | Jul 22, 2019 | |
| Transamerica Financial Advisors Inc | 9 | $2k | Jun 30, 2019 | Aug 21, 2019 | |
| Berkshire Capital Holdings Inc | 10 | $2k | Jun 30, 2019 | Aug 13, 2019 | |
| Castle Rock Wealth Management LLC | 100 | $0k | Call | Jun 30, 2019 | Aug 8, 2019 |