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3M CO
(88579Y101)

Funds Reporting Holdings of 3M CO according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Tower Bridge Advisors Inc 98,981 $17,157,367k Jun 30, 2019 Aug 6, 2019
Cantab Capital Partners LLP 9,820 $2,061,000k Sep 30, 2017 Nov 14, 2017
BlackRock Fund Advisors 8,917,379 $1,592,376k Dec 31, 2016 Feb 10, 2017
Retirement Income Solutions Inc 3,947 $684,000k Jun 30, 2019 Jul 23, 2019
First Eagle Investment Management LLC 3,902,344 $676,432k Jun 30, 2019 Aug 13, 2019
BlackRock Financial Management Inc 2,242,434 $400,432k Dec 31, 2016 Feb 10, 2017
BlackRock Investment Management LLC 2,242,434 $400,432k Dec 31, 2016 Feb 10, 2017
Jensen Investment Management Inc 2,296,670 $398,105k Jun 30, 2019 Aug 2, 2019
TIAA-CREF Investment Management LLC 1,802,425 $374,508k Mar 31, 2019 May 14, 2019
GS Investments Inc 2,010 $348,413k Jun 30, 2019 Aug 9, 2019
Dimensional Fund Advisors LP 1,893,039 $328,126k Jun 30, 2019 Aug 13, 2019
Mairs and Power Inc 1,869,922 $324,132k Jun 30, 2019 Aug 14, 2019
Parametric Portfolio Associates LLC 1,793,320 $310,854k Jun 30, 2019 Aug 13, 2019
Grantham Mayo van Otterloo & Co LLC 1,651,935 $286,346k Jun 30, 2019 Aug 13, 2019
MOON Capital Management LLC 1,465 $253,943k Jun 30, 2019 Jul 11, 2019
Teachers Advisors LLC 1,088,201 $226,106k Mar 31, 2019 May 14, 2019
Charles Schwab Investment Advisory Inc 1,229,277 $213,083k Jun 30, 2019 Aug 12, 2019
Two Sigma Advisers LP 1,094,930 $189,795k Jun 30, 2019 Aug 14, 2019
AQR Capital Management LLC 808,435 $140,134k Jun 30, 2019 Aug 14, 2019
Raymond James & Associates Inc 694,679 $120,420k Jun 30, 2019 Aug 6, 2019
Investec Asset Management Limited 648,507 $112,412k Jun 30, 2019 Jul 30, 2019
Harding Loevner LP 642,603 $111,389k Jun 30, 2019 Aug 14, 2019
Schafer Cullen Capital Management Inc 590,654 $102,384k Jun 30, 2019 Jul 30, 2019
Proshare Advisors LLC 587,981 $101,921k Jun 30, 2019 Aug 13, 2019
Spinnaker Investment Group LLC 581,081 $100,724k Jun 30, 2019 Jul 11, 2019
Quattro Financial Advisors LLC 557 $96,595k Jun 30, 2019 Jul 26, 2019
Quattro Advisors LLC 557 $96,595k Jun 30, 2019 Jul 26, 2019
Confluence Investment Management LLC 553,384 $95,924k Jun 30, 2019 Jul 24, 2019
Point72 Asset Management LP 540,727 $93,730k Jun 30, 2019 Aug 14, 2019
Two Sigma Investments LP 523,534 $90,749k Jun 30, 2019 Aug 14, 2019
Eagle Asset Management Inc 483,946 $83,887k Jun 30, 2019 Aug 6, 2019
Marathon Asset Management LLP 478,319 $82,954k Jun 30, 2019 Jul 15, 2019
Suvretta Capital Management LLC 465,000 $80,603k Put Jun 30, 2019 Aug 14, 2019
COHO Partners Ltd 447,809 $77,623k Jun 30, 2019 Aug 8, 2019
Janus Capital Management LLC 389,273 $74,480k Mar 31, 2017 May 16, 2017
Fiera Capital Inc 421,874 $73,128k Jun 30, 2019 Aug 12, 2019
First Republic Investment Management Inc 399,036 $69,169k Jun 30, 2019 Aug 7, 2019
Nuance Investments LLC 373,493 $64,741k Jun 30, 2019 Aug 12, 2019
BlackRock Advisors LLC 352,881 $63,014k Dec 31, 2016 Feb 10, 2017
Tweedy Browne Company LLC 353,196 $61,223k Jun 30, 2019 Aug 5, 2019
Los Angeles Capital Management and Equity Research Inc 341,637 $59,219k Jun 30, 2019 Jul 29, 2019
Edgewood Management LLC 333,047 $57,730k Jun 30, 2019 Aug 12, 2019
Epoch Investment Partners Inc 309,597 $53,665k Jun 30, 2019 Aug 13, 2019
Cullen Capital Management LLC 297,230 $51,522k Jun 30, 2019 Jul 30, 2019
Gateway Investment Advisers LLC 276,316 $47,897k Jun 30, 2019 Jul 17, 2019
Commonwealth Equity Services LLC 275,064 $47,679k Jun 30, 2019 Jul 19, 2019
Hightower Advisors LLC 260,375 $45,130k Jun 30, 2019 Aug 13, 2019
Personal Capital Advisors Corporation 240,503 $41,689k Jun 30, 2019 Aug 14, 2019
Conning Inc 219,218 $37,999k Jun 30, 2019 Jul 25, 2019
Staley Capital Advisers Inc 214,794 $37,232k Jun 30, 2019 Aug 9, 2019
Raymond James Financial Services Advisors Inc 211,404 $36,647k Jun 30, 2019 Aug 6, 2019
Gotham Asset Management LLC 201,158 $34,869k Jun 30, 2019 Aug 14, 2019
Scopus Asset Management LP 200,000 $34,668k Call Jun 30, 2019 Aug 14, 2019
DA Davidson & Co 197,991 $34,320k Jun 30, 2019 Aug 13, 2019
Saratoga Research & Investment Management 194,450 $33,706k Jun 30, 2019 Jul 24, 2019
Nuveen Asset Management LLC 191,439 $33,184k Jun 30, 2019 Aug 15, 2019
ECHO Street Capital Management LLC 180,362 $31,264k Jun 30, 2019 Aug 14, 2019
Crawford Investment Counsel Inc 179,978 $31,197k Jun 30, 2019 Aug 12, 2019
Lazard Asset Management LLC 147,485 $31,076k Sep 30, 2018 Aug 30, 2019
Capital Fund Management SA 171,400 $29,710k Put Jun 30, 2019 Aug 12, 2019
Dearborn Partners LLC 159,858 $27,710k Jun 30, 2019 Jul 29, 2019
White Pine Capital LLC 157,538 $27,308k Jun 30, 2019 Aug 14, 2019
Willis Investment Counsel Inc 152,670 $26,464k Jun 30, 2019 Aug 14, 2019
Panagora Asset Management Inc 142,039 $24,621k Jun 30, 2019 Aug 9, 2019
Oakbrook Investments LLC 138,592 $24,024k Jun 30, 2019 Jul 18, 2019
Candriam Luxembourg SCA 136,631 $23,580k Jun 30, 2019 Aug 1, 2019
Interocean Capital LLC 133,014 $23,057k Jun 30, 2019 Aug 13, 2019
Tocqueville Asset Management LP 128,484 $22,271k Jun 30, 2019 Jul 31, 2019
Minneapolis Portfolio Management Group LLC 128,105 $22,206k Jun 30, 2019 Aug 2, 2019
Cambridge Investment Research Advisors Inc 116,836 $20,252k Jun 30, 2019 Aug 15, 2019
Bridgewater Associates LP 111,951 $19,406k Jun 30, 2019 Aug 13, 2019
Cooke & Bieler LP 106,000 $18,374k Jun 30, 2019 Aug 12, 2019
Howland Capital Management LLC 105,744 $18,330k Jun 30, 2019 Jul 17, 2019
Harvey Investment Company LLC 102,469 $17,762k Jun 30, 2019 Jul 16, 2019
Riverbridge Partners LLC 100,695 $17,454k Jun 30, 2019 Jul 10, 2019
683 Capital Management LLC 100,000 $17,334k Put Jun 30, 2019 Aug 14, 2019
Johnson Investment Counsel Inc 97,718 $16,938k Jun 30, 2019 Aug 14, 2019
Calamos Advisors LLC 96,933 $16,802k Jun 30, 2019 Aug 7, 2019
Carlson Capital Management LLC 94,237 $16,335k Jun 30, 2019 Jul 15, 2019
Voloridge Investment Management LLC 93,240 $16,162k Jun 30, 2019 Aug 14, 2019
Salem Investment Counselors Inc 92,871 $16,098k Jun 30, 2019 Aug 14, 2019
Anchor Capital Advisors LLC 91,967 $15,942k Jun 30, 2019 Aug 1, 2019
Bowen Hanes & Co Inc 91,662 $15,889k Jun 30, 2019 Aug 13, 2019
AHL Partners LLP 62,106 $14,618k Dec 31, 2017 Feb 14, 2018
Asset Advisors Investment Management LLC 84,158 $14,588k Jun 30, 2019 Jul 25, 2019
PRIO Wealth Limited Partnership 83,844 $14,533k Jun 30, 2019 Jul 18, 2019
Mason Street Advisors LLC 82,208 $14,250k Jun 30, 2019 Aug 12, 2019
Sterling Capital Management LLC 79,915 $13,852k Jun 30, 2019 Aug 14, 2019
Carillon Tower Advisers Inc 79,333 $13,751k Jun 30, 2019 Aug 8, 2019
1919 Investment Counsel LLC 95,984 $13,600k Sep 30, 2014 Nov 14, 2014
Edgemoor Investment Advisors Inc 77,744 $13,476k Jun 30, 2019 Aug 9, 2019
Waters Parkerson & Co LLC 73,817 $12,795k Jun 30, 2019 Aug 6, 2019
Bridgeway Capital Management Inc 71,600 $12,411k Jun 30, 2019 Aug 14, 2019
Somerset Group LLC 70,080 $12,148k Jun 30, 2019 Aug 12, 2019
Wallington Asset Management LLC 69,060 $11,971k Jun 30, 2019 Aug 13, 2019
Clifford SWAN Investment Counsel LLC 68,965 $11,954k Jun 30, 2019 Aug 13, 2019
Becker Capital Management Inc 66,322 $11,496k Jun 30, 2019 Aug 8, 2019
Squarepoint OPS LLC 65,856 $11,415k Jun 30, 2019 Aug 14, 2019
Great Lakes Advisors LLC 64,166 $11,122k Jun 30, 2019 Aug 5, 2019
Renaissance Technologies LLC 64,042 $11,101k Jun 30, 2019 Aug 12, 2019
Natixis Advisors LP 63,628 $11,029k Jun 30, 2019 Aug 12, 2019
Cetera Advisor Networks LLC 63,633 $11,023k Jun 30, 2019 Aug 12, 2019
Financial Counselors Inc 62,682 $10,865k Jun 30, 2019 Aug 14, 2019
Chesley TAFT & Associates LLC 62,539 $10,841k Jun 30, 2019 Jul 10, 2019
Brandywine Global Investment Management LLC 61,179 $10,605k Jun 30, 2019 Aug 14, 2019
BLB & B Advisors LLC 60,477 $10,483k Jun 30, 2019 Jul 29, 2019
Securian Asset Management Inc 60,208 $10,436k Jun 30, 2019 Aug 5, 2019
Kayne Anderson Rudnick Investment Management LLC 59,005 $10,229k Jun 30, 2019 Aug 14, 2019
S & Co Inc 57,210 $9,917k Jun 30, 2019 Jul 23, 2019
TDAM USA Inc 56,513 $9,796k Jun 30, 2019 Aug 1, 2019
Cohen Klingenstein LLC 56,200 $9,742k Jun 30, 2019 Jul 15, 2019
Advisors Asset Management Inc 56,118 $9,727k Jun 30, 2019 Aug 14, 2019
Investment Advisors Asset Management LLC 56,118 $9,727k Jun 30, 2019 Aug 14, 2019
Pacer Advisors Inc 55,113 $9,553k Jun 30, 2019 Aug 12, 2019
Davidson Investment Advisors Inc 55,058 $9,544k Jun 30, 2019 Aug 13, 2019
Chelsea Counsel Company 46,863 $9,219k Jun 30, 2018 Oct 3, 2018
CIBC Asset Management Inc 51,707 $8,963k Jun 30, 2019 Aug 5, 2019
Eagle Ridge Investment Management LLC 51,158 $8,868k Jun 30, 2019 Aug 1, 2019
Marble Harbor Investment Counsel LLC 50,584 $8,768k Jun 30, 2019 Aug 7, 2019
Cohen Capital Management Inc 48,207 $8,356k Jun 30, 2019 Aug 7, 2019
Azimuth Capital Management LLC 48,001 $8,321k Jun 30, 2019 Aug 13, 2019
Pinnacle Associates Ltd 47,680 $8,265k Jun 30, 2019 Aug 5, 2019
Woodstock Corporation 47,570 $8,246k Jun 30, 2019 Jul 3, 2019
LOWE Brockenbrough & Company Inc 47,057 $8,157k Jun 30, 2019 Aug 12, 2019
Vantage Advisors LLC 38,119 $8,032k Sep 30, 2018 Nov 9, 2018
First Allied Advisory Services Inc 46,207 $8,010k Jun 30, 2019 Aug 12, 2019
Clarkston Capital Partners LLC 45,679 $7,918k Jun 30, 2019 Jul 24, 2019
Edgestream Partners LP 45,500 $7,887k Jun 30, 2019 Aug 8, 2019
Montag A & Associates Inc 44,493 $7,712k Jun 30, 2019 Aug 6, 2019
Hunter Associates Investment Management LLC 44,325 $7,683k Jun 30, 2019 Aug 8, 2019
LS Investment Advisors LLC 43,630 $7,563k Jun 30, 2019 Aug 7, 2019
World Asset Management Inc 43,479 $7,537k Jun 30, 2019 Jul 23, 2019
Boston Private Wealth LLC 43,369 $7,518k Jun 30, 2019 Jul 10, 2019
Wilkins Investment Counsel Inc 42,947 $7,444k Jun 30, 2019 Aug 9, 2019
Veritable LP 42,648 $7,393k Jun 30, 2019 Aug 12, 2019
The Bollard Group LLC 42,500 $7,367k Jun 30, 2019 Aug 13, 2019
Ramsay Stattman VELA & Price Inc 42,021 $7,284k Jun 30, 2019 Aug 9, 2019
ALL Terrain Financial Advisors LLC 41,345 $7,167k Jun 30, 2019 Aug 14, 2019
Decatur Capital Management Inc 40,881 $7,086k Jun 30, 2019 Jul 24, 2019
IFM Investors PTY Ltd 40,858 $7,082k Jun 30, 2019 Jul 16, 2019
Piedmont Investment Advisors Inc 40,642 $7,045k Jun 30, 2019 Aug 14, 2019
Weiss Multi-Strategy Advisers LLC 40,000 $6,934k Put Jun 30, 2019 Aug 14, 2019
Oppenheimer & Co Inc 39,758 $6,891k Jun 30, 2019 Aug 9, 2019
Capwealth Advisors LLC 39,259 $6,805k Jun 30, 2019 Aug 13, 2019
Thomas Story and SON LLC 39,062 $6,771k Jun 30, 2019 Jul 29, 2019
Shufro ROSE & Co LLC 38,821 $6,729k Jun 30, 2019 Jul 24, 2019
Grassi Investment Management LLC 38,600 $6,691k Jun 30, 2019 Jul 10, 2019
Baltimore-Washington Financial Advisors Inc 38,066 $6,599k Jun 30, 2019 Jul 25, 2019
Tufton Capital Management LLC 37,880 $6,566k Jun 30, 2019 Jul 26, 2019
GLG LLC 27,754 $6,532k Dec 31, 2017 Feb 14, 2018
Sprucegrove Investment Management Ltd 36,050 $6,249k Jun 30, 2019 Aug 12, 2019
Sentry Management Inc 35,723 $6,192k Jun 30, 2019 Aug 12, 2019
Sentry Investment Management LLC 35,723 $6,192k Jun 30, 2019 Aug 12, 2019
The Rikoon Group LLC 35,639 $6,178k Jun 30, 2019 Aug 6, 2019
Hamel Associates Inc 35,405 $6,137k Jun 30, 2019 Aug 5, 2019
Manning & Napier Advisors LLC 29,069 $6,101k Sep 30, 2017 Nov 7, 2017
Tradition Capital Management LLC 29,235 $6,074k Mar 31, 2019 May 7, 2019
Allen Investment Management LLC 34,865 $6,043k Jun 30, 2019 Aug 12, 2019
Viking Fund Management LLC 34,500 $5,980k Jun 30, 2019 Jul 16, 2019
Keystone Financial Planning Inc 34,225 $5,933k Jun 30, 2019 Aug 5, 2019
Congress Asset Management Company LLP 34,085 $5,908k Jun 30, 2019 Aug 7, 2019
Oppenheimerfunds Inc 28,230 $5,866k Mar 31, 2019 May 13, 2019
Boston Family Office LLC 33,746 $5,850k Jun 30, 2019 Jul 30, 2019
Cetera Advisors LLC 33,609 $5,828k Jun 30, 2019 Aug 12, 2019
Condor Capital Management 33,558 $5,817k Jun 30, 2019 Aug 5, 2019
Dowling & Yahnke LLC 33,390 $5,788k Jun 30, 2019 Jul 22, 2019
6 Meridian LLC 33,127 $5,742k Jun 30, 2019 Jul 12, 2019
Mccollum Christoferson Group LLC 33,016 $5,723k Jun 30, 2019 Jul 11, 2019
Crescent Grove Advisors LLC 32,803 $5,686k Jun 30, 2019 Aug 6, 2019
Hendershot Investments Inc 32,631 $5,656k Jun 30, 2019 Jul 31, 2019
North American Management Corp 32,554 $5,643k Jun 30, 2019 Jul 30, 2019
Rodgers Brothers Inc 31,039 $5,380k Jun 30, 2019 Aug 14, 2019
SIT Investment Associates Inc 30,965 $5,367k Jun 30, 2019 Aug 14, 2019
Pictet Asset Management Inc 30,000 $5,200k Put Jun 30, 2019 Aug 15, 2019
Pictet Asset Management Limited 30,000 $5,200k Put Jun 30, 2019 Aug 15, 2019
Telemus Capital LLC 31,214 $5,141k Jun 30, 2019 Aug 9, 2019
Douglass Winthrop Advisors LLC 28,982 $5,024k Jun 30, 2019 Jul 10, 2019
Klingenstein Fields & Co LLC 28,851 $5,001k Jun 30, 2019 Aug 12, 2019
Chartwell Investment Partners LLC 28,658 $4,968k Jun 30, 2019 Aug 19, 2019
Biltmore Family Office LLC 28,469 $4,935k Jun 30, 2019 Jul 31, 2019
Cubic Asset Management LLC 28,434 $4,929k Jun 30, 2019 Jul 29, 2019
Boston Common Asset Management LLC 28,147 $4,879k Jun 30, 2019 Jul 26, 2019
Goelzer Investment Management Inc 27,855 $4,828k Jun 30, 2019 Jul 29, 2019
Ropes Wealth Advisors LLC 27,852 $4,828k Jun 30, 2019 Jul 31, 2019
Independent Investors Inc 27,850 $4,827k Jun 30, 2019 Jul 18, 2019
Alley Company LLC 27,433 $4,755k Jun 30, 2019 Jul 30, 2019
Retirement Capital Strategies Inc 27,070 $4,693k Jun 30, 2019 Aug 2, 2019
Arnhold LLC 26,507 $4,595k Jun 30, 2019 Aug 8, 2019
Monarch Capital Management Inc 26,257 $4,551k Jun 30, 2019 Jul 31, 2019
Segment Wealth Management LLC 26,018 $4,510k Jun 30, 2019 Jul 29, 2019
KMS Financial Services Inc 31,662 $4,486k Sep 30, 2014 Nov 17, 2014
Stillwater Investment Management LLC 25,686 $4,452k Jun 30, 2019 Jul 3, 2019
Hennessy Advisors Inc 25,450 $4,412k Jun 30, 2019 Jul 11, 2019
Boston Research and Management Inc 25,296 $4,384k Jun 30, 2019 Aug 7, 2019
Meristem Family Wealth LLC 25,160 $4,361k Jun 30, 2019 Aug 6, 2019
Greenhaven Associates Inc 25,000 $4,334k Jun 30, 2019 Aug 7, 2019
Centenus Global Management LP 25,000 $4,334k Jun 30, 2019 Aug 14, 2019
Texas Yale Capital Corp 24,930 $4,321k Jun 30, 2019 Jul 24, 2019
Garland Capital Management Inc 24,925 $4,320k Jun 30, 2019 Jul 24, 2019
Moloney Securities Asset Management LLC 24,916 $4,319k Jun 30, 2019 Jul 29, 2019
GWM Advisors LLC 24,402 $4,230k Jun 30, 2019 Aug 5, 2019
Brightworth LLC 23,792 $4,124k Jun 30, 2019 Jul 31, 2019
Wealthplan Partners Inc 24,930 $4,110k Jun 30, 2019 Aug 19, 2019
Abbrea Capital LLC 23,462 $4,067k Jun 30, 2019 Jul 31, 2019
Miracle MILE Advisors LLC 23,232 $4,027k Jun 30, 2019 Aug 7, 2019
Keating Investment Counselors Inc 23,126 $4,009k Jun 30, 2019 Aug 1, 2019
Bailard Inc 23,069 $3,999k Jun 30, 2019 Jul 26, 2019
Gratus Capital LLC 22,973 $3,982k Jun 30, 2019 Aug 7, 2019
Ipswich Investment Management Company Inc 22,929 $3,975k Jun 30, 2019 Jul 11, 2019
Clearstead Advisors LLC 22,757 $3,945k Jun 30, 2019 Aug 8, 2019
Financial Advantage Inc 22,759 $3,945k Jun 30, 2019 Jul 23, 2019
SAND Hill Global Advisors LLC 22,607 $3,919k Jun 30, 2019 Aug 13, 2019
Northcoast Asset Management LLC 22,410 $3,885k Jun 30, 2019 Aug 14, 2019
Putnam Investments Limited 21,998 $3,813k Jun 30, 2019 Aug 14, 2019
BOYS Arnold & Company Inc 21,895 $3,795k Jun 30, 2019 Aug 1, 2019
DEAN Investment Associates LLC 21,875 $3,792k Jun 30, 2019 Aug 14, 2019
Buckhead Capital Management LLC 21,828 $3,784k Jun 30, 2019 Aug 1, 2019
Choate Investment Advisors LLC 21,802 $3,779k Jun 30, 2019 Aug 14, 2019
Hedeker Wealth LLC 21,663 $3,755k Jun 30, 2019 Jul 26, 2019
Marshwinds Advisory Company 19,645 $3,743k Dec 31, 2018 Jan 7, 2019
Evercore Wealth Management LLC 21,533 $3,733k Jun 30, 2019 Aug 13, 2019
Argus Investors' Counsel Inc 21,425 $3,714k Jun 30, 2019 Jul 10, 2019
Frontier Wealth Management LLC 21,411 $3,711k Jun 30, 2019 Aug 16, 2019
Cypress Capital Management LLC 21,346 $3,700k Jun 30, 2019 Aug 5, 2019
Spearhead Capital Advisors LLC 21,072 $3,653k Jun 30, 2019 Jul 17, 2019
Trillium Asset Management LLC 20,987 $3,638k Jun 30, 2019 Aug 8, 2019
Cambria Investment Management LP 20,917 $3,626k Jun 30, 2019 Aug 12, 2019
Cadence Capital Management LLC 20,230 $3,507k Jun 30, 2019 Aug 12, 2019
Ancora Advisors LLC 20,227 $3,506k Jun 30, 2019 Aug 12, 2019
Arrowgrass Capital Partners US LP 20,000 $3,467k Put Jun 30, 2019 Aug 14, 2019
Mckinley Carter Wealth Services Inc 19,968 $3,461k Jun 30, 2019 Aug 2, 2019
Ferguson Wellman Capital Management Inc 19,961 $3,460k Jun 30, 2019 Jul 16, 2019
Argyle Capital Management Inc 19,913 $3,452k Jun 30, 2019 Jul 25, 2019
Taurus Asset Management LLC 19,702 $3,415k Jun 30, 2019 Aug 14, 2019
Keeler Thomas Management LLC 19,650 $3,406k Jun 30, 2019 Jul 31, 2019
Allied Investment Advisors LLC 19,598 $3,397k Jun 30, 2019 Jul 17, 2019
BKD Wealth Advisors LLC 19,489 $3,378k Jun 30, 2019 Jul 10, 2019
West Coast Financial LLC 19,352 $3,355k Jun 30, 2019 Jul 16, 2019
Stratos Wealth Partners Ltd 19,170 $3,323k Jun 30, 2019 Aug 6, 2019
LMCG Investments LLC 23,383 $3,315k Sep 30, 2015 Nov 4, 2015
Moors & Cabot Inc 18,864 $3,274k Jun 30, 2019 Jul 18, 2019
Engineers Gate Manager LP 18,857 $3,268k Jun 30, 2019 Aug 14, 2019
Carnegie Capital Asset Management LLC 18,844 $3,266k Jun 30, 2019 Jul 24, 2019
Bronfman EL Rothschild LP 18,509 $3,208k Jun 30, 2019 Aug 12, 2019
California Capital Advisors Inc 18,405 $3,190k Jun 30, 2019 Jul 15, 2019
Sigma Investment Counselors Inc 18,355 $3,182k Jun 30, 2019 Jul 23, 2019
Folger Nolan Fleming Douglas Capital Management Inc 18,292 $3,171k Jun 30, 2019 Aug 9, 2019
Sandhill Capital Partners LLC 17,805 $3,086k Jun 30, 2019 Aug 13, 2019
F3Logic LLC 17,696 $3,068k Jun 30, 2019 Aug 2, 2019
Parsec Financial Management Inc 17,694 $3,067k Jun 30, 2019 Jul 23, 2019
Punch & Associates Investment Management Inc 17,537 $3,040k Jun 30, 2019 Aug 14, 2019
Advisor Partners LLC 17,494 $3,032k Jun 30, 2019 Jul 26, 2019
Sigma Planning Corporation 17,446 $3,024k Jun 30, 2019 Aug 1, 2019
Profund Advisors LLC 17,400 $3,016k Jun 30, 2019 Aug 13, 2019
Mcguire Investment Group LLC 17,388 $3,014k Jun 30, 2019 Jul 25, 2019
Carret Asset Management LLC 17,327 $3,004k Jun 30, 2019 Aug 12, 2019
Williams Jones & Associates LLC 17,321 $3,002k Jun 30, 2019 Aug 14, 2019
Madison Investment Holdings Inc 17,315 $3,001k Jun 30, 2019 Aug 13, 2019
Grandfield & DODD LLC 17,240 $2,988k Jun 30, 2019 Jul 29, 2019
JGP Wealth Management LLC 17,061 $2,957k Jun 30, 2019 Jul 15, 2019
Homrich & BERG Inc 16,918 $2,933k Jun 30, 2019 Aug 5, 2019
Private Counsel Group Ltd 16,582 $2,926k Jun 30, 2019 Jul 29, 2019
Investment Counsel Inc 16,582 $2,926k Jun 30, 2019 Jul 29, 2019
Elgethun Capital Management 16,663 $2,888k Jun 30, 2019 Aug 8, 2019
Bragg Financial Advisors Inc 16,632 $2,883k Jun 30, 2019 Aug 14, 2019
Dodge & COX 16,371 $2,838k Jun 30, 2019 Aug 13, 2019
Mackay Shields LLC 16,247 $2,816k Jun 30, 2019 Aug 13, 2019
Centiva Capital LP 15,910 $2,758k Jun 30, 2019 Aug 13, 2019
BECK MACK & Oliver LLC 15,826 $2,743k Jun 30, 2019 Aug 13, 2019
Oxbow Advisors LLC 15,538 $2,693k Jun 30, 2019 Aug 7, 2019
Traynor Capital Management Inc 15,408 $2,688k Jun 30, 2019 Jul 26, 2019
Merriman Wealth Management LLC 1,536 $2,680k Jun 30, 2019 Jul 31, 2019
Wilmington Funds Management Corporation 18,510 $2,651k Jun 30, 2014 Aug 13, 2014
ZWJ Investment Counsel Inc 15,236 $2,641k Jun 30, 2019 Jul 24, 2019
Granite Investment Partners LLC 15,216 $2,638k Jun 30, 2019 Aug 7, 2019
Granite Financial Partners LLC 15,216 $2,638k Jun 30, 2019 Aug 7, 2019
OFI Advisors LLC 18,507 $2,624k Sep 30, 2015 Nov 16, 2015
Wheatland Advisors Inc 14,940 $2,590k Jun 30, 2019 Aug 7, 2019
New England Asset Management Inc 14,780 $2,562k Jun 30, 2019 Aug 14, 2019
WEIK Capital Management Inc 14,762 $2,559k Jun 30, 2019 Aug 9, 2019
Guardian Capital Advisors LP 14,625 $2,559k Jun 30, 2019 Aug 14, 2019
DAVY Asset Management Limited 14,679 $2,544k Jun 30, 2019 Jul 19, 2019
Hoylecohen LLC 14,487 $2,511k Jun 30, 2019 Aug 9, 2019
Guardian Investment Management LLC 14,477 $2,509k Jun 30, 2019 Aug 16, 2019
Legacy Capital Partners Inc 14,455 $2,506k Jun 30, 2019 Jul 16, 2019
Modera Wealth Management LLC 14,327 $2,483k Jun 30, 2019 Aug 7, 2019
Nomura Asset Management USA Inc 14,094 $2,443k Jun 30, 2019 Aug 13, 2019
Nomura Asset Management Co Ltd 14,094 $2,443k Jun 30, 2019 Aug 13, 2019
Bell & Brown Wealth Advisors LLC 14,030 $2,432k Jun 30, 2019 Aug 6, 2019
Poplar Forest Capital LLC 13,810 $2,394k Jun 30, 2019 Aug 2, 2019
Appleton Partners Inc 13,713 $2,377k Jun 30, 2019 Jul 25, 2019
ZEKE Capital Advisors LLC 13,508 $2,341k Jun 30, 2019 Jul 24, 2019
Baker Ellis Asset Management LLC 13,309 $2,307k Jun 30, 2019 Aug 12, 2019
Stone RUN Capital LLC 12,950 $2,245k Jun 30, 2019 Aug 14, 2019
Hamilton Point Investment Advisors LLC 12,823 $2,223k Jun 30, 2019 Jul 18, 2019
Wilmington Trust Investment Management LLC 15,317 $2,194k Jun 30, 2014 Aug 13, 2014
Calamos Wealth Management LLC 12,471 $2,162k Jun 30, 2019 Aug 7, 2019
Cfo4Life Group LLC 12,432 $2,155k Jun 30, 2019 Jul 29, 2019
Private Wealth Partners LLC 12,356 $2,142k Jun 30, 2019 Aug 6, 2019
and Wealth Partners LLC 12,356 $2,142k Jun 30, 2019 Aug 6, 2019
Athena Capital Advisors LLC 12,313 $2,134k Jun 30, 2019 Aug 9, 2019
Woodmont Investment Counsel LLC 12,223 $2,119k Jun 30, 2019 Aug 14, 2019
Buckingham Asset Management LLC 12,138 $2,104k Jun 30, 2019 Aug 5, 2019
North Star Investment Management Corporation 12,127 $2,102k Jun 30, 2019 Jul 15, 2019
Aspiriant LLC 12,096 $2,096k Jun 30, 2019 Aug 6, 2019
YHB Investment Advisors Inc 11,724 $2,032k Jun 30, 2019 Jul 15, 2019
Douglas Lane & Associates LLC 11,528 $1,998k Jun 30, 2019 Jul 8, 2019
Hammer Asset Management LLC 11,495 $1,993k Jun 30, 2019 Aug 6, 2019
Marietta Investment Partners LLC 11,456 $1,986k Jun 30, 2019 Aug 13, 2019
Birch Hill Investment Advisors LLC 11,424 $1,980k Jun 30, 2019 Jul 22, 2019
Northstar Company LLC 11,208 $1,943k Jun 30, 2019 Jul 12, 2019
The Northstar Group Inc 11,208 $1,943k Jun 30, 2019 Jul 12, 2019
SVA Plumb Wealth Management LLC 11,202 $1,942k Jun 30, 2019 Aug 13, 2019
Stearns Financial Services Group Inc 11,166 $1,936k Jun 30, 2019 Aug 14, 2019
Bristlecone Advisors LLC 11,032 $1,912k Jun 30, 2019 Jul 19, 2019
Exchange Capital Management Inc 10,958 $1,899k Jun 30, 2019 Jul 22, 2019
Affiance Financial LLC 10,865 $1,883k Jun 30, 2019 Jul 11, 2019
Murphy Pohlad Asset Management LLC 10,729 $1,859k Jun 30, 2019 Aug 6, 2019
Kavar Capital Partners LLC 10,703 $1,855k Jun 30, 2019 Aug 1, 2019
LEE Danner & BASS Inc 10,632 $1,843k Jun 30, 2019 Jul 30, 2019
Perella Weinberg Partners Capital Management LP 10,600 $1,837k Jun 30, 2019 Jul 22, 2019
Wendell David Associates Inc 10,514 $1,822k Jun 30, 2019 Jul 16, 2019
Altman Advisors Inc 10,487 $1,818k Jun 30, 2019 Jul 12, 2019
Pratt Collard Advisory Partners LLC 10,356 $1,795k Jun 30, 2019 Jul 16, 2019
Hartline Investment Corp 10,303 $1,786k Jun 30, 2019 Aug 8, 2019
Highland Capital Management LLC 10,236 $1,774k Jun 30, 2019 Jul 29, 2019
Palladium Partners LLC 10,129 $1,756k Jun 30, 2019 Aug 7, 2019
Northwest Investment Counselors LLC 10,125 $1,755k Jun 30, 2019 Jul 25, 2019
Clark Capital Management Group Inc 10,092 $1,749k Jun 30, 2019 Jul 12, 2019
Aristotle Capital Management LLC 9,984 $1,731k Jun 30, 2019 Aug 14, 2019
Meridian Investment Counsel Inc 9,959 $1,726k Jun 30, 2019 Aug 13, 2019
RAAB & Moskowitz Asset Management LLC 9,913 $1,718k Jun 30, 2019 Aug 9, 2019
Bigelow Investment Advisors LLC 9,903 $1,717k Jun 30, 2019 Jul 17, 2019
Murphy Middleton Hinkle & Parker Inc 9,847 $1,707k Jun 30, 2019 Jul 15, 2019
Strategic Investment Advisors LLC 9,824 $1,702k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors Inc 9,824 $1,702k Jun 30, 2019 Jul 22, 2019
Strategic Advisors LLC 9,824 $1,702k Jun 30, 2019 Jul 22, 2019
MAI Capital Management LLC 9,786 $1,696k Jun 30, 2019 Aug 15, 2019
Motley FOOL Asset Management LLC 9,580 $1,661k Jun 30, 2019 Aug 14, 2019
Rossmore Private Capital LLC 9,541 $1,654k Jun 30, 2019 Aug 5, 2019
Cornell Pochily Investment Advisors Inc 9,489 $1,645k Jun 30, 2019 Jul 22, 2019
BEL AIR Investment Advisors LLC 13,713 $1,637k Sep 30, 2013 Nov 12, 2013
Joel Isaacson & Co LLC 9,437 $1,636k Jun 30, 2019 Jul 11, 2019
Zacks Investment Management Inc 9,434 $1,635k Jun 30, 2019 Aug 14, 2019
Dupont Capital Management Corp 9,413 $1,632k Jun 30, 2019 Jul 30, 2019
Wellington Shields Capital Management LLC 9,370 $1,624k Jun 30, 2019 Aug 8, 2019
QS Investors LLC 9,325 $1,617k Jun 30, 2019 Aug 14, 2019
1st Global Advisors Inc 7,710 $1,605k Jun 30, 2017 Aug 15, 2017
Colonial Trust Advisors Inc 9,262 $1,605k Jun 30, 2019 Aug 21, 2019
Boston Advisors LLC 9,190 $1,593k Jun 30, 2019 Jul 30, 2019
The Colony Group LLC 9,119 $1,581k Jun 30, 2019 Aug 19, 2019
GLG Partners LP 6,690 $1,575k Dec 31, 2017 Feb 14, 2018
Curbstone Financial Management Corporation 9,056 $1,570k Jun 30, 2019 Jul 9, 2019
Drexel Morgan & Co 8,888 $1,541k Jun 30, 2019 Aug 8, 2019
Beacon Investment Advisory Services Inc 8,839 $1,532k Jun 30, 2019 Aug 7, 2019
Capital Insight Partners LLC 8,791 $1,524k Jun 30, 2019 Jul 9, 2019
Acropolis Investment Management LLC 8,791 $1,524k Jun 30, 2019 Jul 11, 2019
Parthenon LLC 8,733 $1,514k Jun 30, 2019 Jul 29, 2019
Baldwin Brothers Inc 8,646 $1,499k Jun 30, 2019 Jul 19, 2019
Benedict Financial Advisors Inc 8,618 $1,494k Jun 30, 2019 Aug 1, 2019
Aries Wealth Management LLC 8,668 $1,491k Jun 30, 2019 Jul 15, 2019
Cleararc Capital Inc 8,597 $1,490k Jun 30, 2019 Aug 7, 2019
Accredited Investors Inc 8,584 $1,488k Jun 30, 2019 Aug 13, 2019
Portland Global Advisors LLC 8,538 $1,480k Jun 30, 2019 Jul 26, 2019
Dumont & Blake Investment Advisors LLC 8,488 $1,471k Jun 30, 2019 Aug 1, 2019
Evergreen Capital Management LLC 8,434 $1,462k Jun 30, 2019 Aug 14, 2019
Burgundy Asset Management Ltd 8,200 $1,421k Jun 30, 2019 Aug 14, 2019
FORT PITT Capital Group LLC 8,160 $1,414k Jun 30, 2019 Aug 9, 2019
Wealth Advisors Inc 8,135 $1,410k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors LLC 8,135 $1,410k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Group LLC 8,135 $1,410k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors Inc 8,135 $1,410k Jun 30, 2019 Aug 7, 2019
Ridgewood Investments LLC 8,031 $1,392k Jun 30, 2019 Jul 12, 2019
Advisors Capital Management LLC 7,626 $1,322k Jun 30, 2019 Aug 15, 2019
Violich Capital Management 7,616 $1,320k Jun 30, 2019 Jul 22, 2019
Ascension Asset Management LLC 7,590 $1,316k Jun 30, 2019 Jul 23, 2019
GHP Investment Advisors Inc 7,520 $1,304k Jun 30, 2019 Aug 2, 2019
Hall Capital Management Company Inc 7,505 $1,301k Jun 30, 2019 Aug 14, 2019
Andesa Financial Management Inc 7,490 $1,298k Jun 30, 2019 Jul 30, 2019
Cetera Investment Advisers LLC 7,461 $1,297k Jun 30, 2019 Aug 12, 2019
Brave Asset Management Inc 7,424 $1,287k Jun 30, 2019 Aug 5, 2019
Sequoia Financial Advisors LLC 7,375 $1,278k Jun 30, 2019 Jul 31, 2019
Atria Investments LLC 7,846 $1,263k Jun 30, 2019 Aug 26, 2019
Altium Wealth Management LLC 7,252 $1,257k Jun 30, 2019 Jul 18, 2019
Chilton Capital Management LLC 7,153 $1,240k Jun 30, 2019 Aug 13, 2019
Inspirion Wealth Advisors LLC 7,105 $1,232k Jun 30, 2019 Jul 15, 2019
Cahill Financial Advisors Inc 7,097 $1,231k Jun 30, 2019 Aug 14, 2019
Security Asset Management Inc 7,012 $1,215k Jun 30, 2019 Aug 6, 2019
Schonfeld Strategic Advisors LLC 7,000 $1,213k Jun 30, 2019 Aug 14, 2019
Providence Wealth Advisors LLC 6,888 $1,202k Jun 30, 2019 Jul 22, 2019
Altfest L J & Co Inc 6,861 $1,189k Jun 30, 2019 Jul 15, 2019
Regentatlantic Capital LLC 6,842 $1,186k Jun 30, 2019 Jul 23, 2019
DF DENT and Company Inc 6,693 $1,160k Jun 30, 2019 Aug 15, 2019
Salem Capital Management Inc 6,675 $1,157k Jun 30, 2019 Jul 9, 2019
Prospera Financial Services Inc 6,666 $1,154k Jun 30, 2019 Aug 14, 2019
Vivaldi Capital Management LLC 6,650 $1,153k Jun 30, 2019 Aug 14, 2019
PFG Advisors LLC 6,561 $1,141k Jun 30, 2019 Aug 5, 2019
Neumann Capital Management LLC 6,536 $1,133k Jun 30, 2019 Jul 25, 2019
Access Financial Services Inc 6,488 $1,125k Jun 30, 2019 Jul 24, 2019
Harbor Investment Advisory LLC 6,445 $1,117k Jun 30, 2019 Jul 30, 2019
Harbor Advisory Corporation 6,445 $1,117k Jun 30, 2019 Jul 30, 2019
Whitnell & Co 6,418 $1,112k Jun 30, 2019 Jul 16, 2019
ST Johns Investment Management Company LLC 6,417 $1,112k Jun 30, 2019 Jul 24, 2019
The Caprock Group Inc 6,371 $1,104k Jun 30, 2019 Jul 23, 2019
HCR Wealth Advisors 6,370 $1,104k Jun 30, 2019 Jul 25, 2019
Aureus Asset Management LLC 6,326 $1,097k Jun 30, 2019 Aug 14, 2019
Armor Investment Advisors LLC 6,303 $1,093k Jun 30, 2019 Aug 13, 2019
Armor Advisors LLC 6,303 $1,093k Jun 30, 2019 Aug 13, 2019
Baldwin Investment Management LLC 6,291 $1,090k Jun 30, 2019 Aug 6, 2019
DUFF & Phelps Investment Management Co 6,265 $1,086k Jun 30, 2019 Aug 2, 2019
New England Research & Management Inc 6,145 $1,065k Jun 30, 2019 Jul 9, 2019
Savant Capital LLC 6,102 $1,058k Jun 30, 2019 Aug 6, 2019
Howard Capital Management Inc 6,077 $1,053k Jun 30, 2019 Jul 24, 2019
Badgley Phelps and Bell Inc 6,025 $1,044k Jun 30, 2019 Jul 30, 2019
Uncommon Cents Investing LLC 6,023 $1,044k Jun 30, 2019 Jul 12, 2019
Steinberg Global Asset Management Ltd 4,903 $1,019k Mar 31, 2019 Apr 24, 2019
Blackhawk Capital Partners LLC 5,879 $1,019k Jun 30, 2019 Aug 13, 2019
NWAM LLC 5,856 $1,015k Jun 30, 2019 Jul 18, 2019
Wellington Shields & Co LLC 5,845 $1,013k Jun 30, 2019 Aug 8, 2019
Pettee Investors Inc 5,830 $1,011k Jun 30, 2019 Aug 7, 2019
Marshall WACE North America LP 5,830 $1,011k Jun 30, 2019 Aug 14, 2019
Stone Ridge Asset Management LLC 5,830 $1,011k Jun 30, 2019 Aug 6, 2019
Mission Wealth Management LP 5,829 $1,010k Jun 30, 2019 Aug 9, 2019
Breiter Capital Management Inc 5,774 $1,001k Jun 30, 2019 Aug 23, 2019
Arlington Financial Advisors LLC 5,777 $1,001k Jun 30, 2019 Aug 5, 2019
Tiedemann Advisors LLC 5,754 $1,000k Jun 30, 2019 Aug 13, 2019
Fagan Associates Inc 5,741 $995k Jun 30, 2019 Jul 12, 2019
Checchi Capital Advisers LLC 5,721 $992k Jun 30, 2019 Aug 6, 2019
Spears Abacus Advisors LLC 5,678 $984k Jun 30, 2019 Aug 9, 2019
Northrock Partners LLC 5,648 $975k Jun 30, 2019 Aug 12, 2019
Granite Investment Advisors LLC 5,567 $965k Jun 30, 2019 Jul 23, 2019
Granite Group Advisors LLC 5,567 $965k Jun 30, 2019 Jul 23, 2019
FORT Point Capital Partners LLC 5,488 $951k Jun 30, 2019 Aug 9, 2019
RMB Capital Management LLC 5,478 $950k Jun 30, 2019 Aug 13, 2019
Dynamic Advisor Solutions LLC 5,462 $947k Jun 30, 2019 Aug 13, 2019
East Coast Asset Management LLC 5,408 $937k Jun 30, 2019 Aug 14, 2019
Triangle Securities Wealth Management 5,493 $929k Jun 30, 2019 Jul 10, 2019
Carnick & Kubik Group LLC 5,331 $924k Jun 30, 2019 Jul 30, 2019
Nicholas Hoffman & Company LLC 5,266 $913k Jun 30, 2019 Aug 12, 2019
Wealth Alliance Advisory Group LLC 5,267 $910k Jun 30, 2019 Jul 17, 2019
Ellington Financial Management LLC 5,200 $901k Jun 30, 2019 Aug 14, 2019
Ellington Management Group LLC 5,200 $901k Jun 30, 2019 Aug 14, 2019
Sanders Morris Harris LLC 5,190 $901k Jun 30, 2019 Jul 10, 2019
Bernicke Wealth Management Ltd 5,190 $900k Jun 30, 2019 Aug 5, 2019
Convergence Investment Partners LLC 5,186 $899k Jun 30, 2019 Jul 23, 2019
Beddow Capital Management Inc 5,075 $880k Jun 30, 2019 Aug 9, 2019
Capstone Investment Advisors LLC 4,212 $875k Mar 31, 2019 Aug 15, 2019
Capstone Financial Advisors Inc 4,212 $875k Mar 31, 2019 Aug 15, 2019
AFT Forsyth and Company Inc 5,034 $873k Jun 30, 2019 Jul 29, 2019
Institute FOR Wealth Management LLC 5,012 $869k Jun 30, 2019 Aug 2, 2019
Alpha Cubed Investments LLC 4,999 $867k Jun 30, 2019 Jul 19, 2019
Evanson Asset Management LLC 4,976 $863k Jun 30, 2019 Jul 11, 2019
Conestoga Capital Advisors LLC 4,830 $837k Jun 30, 2019 Aug 2, 2019
Arjuna Capital LLC 4,808 $833k Jun 30, 2019 Aug 21, 2019
Plancorp LLC 4,786 $830k Jun 30, 2019 Aug 13, 2019
Acadian Asset Management LLC 4,771 $827k Jun 30, 2019 Aug 8, 2019
Lourd Capital LLC 4,750 $823k Jun 30, 2019 Jul 11, 2019
Abner Herrman & Brock LLC 4,729 $820k Jun 30, 2019 Jul 19, 2019
Probity Advisors Inc 4,711 $817k Jun 30, 2019 Aug 8, 2019
RFG Advisory LLC 4,691 $808k Jun 30, 2019 Aug 23, 2019
RB Capital Management LLC 4,654 $807k Jun 30, 2019 Aug 7, 2019
Wealthstreet Investment Advisors LLC 4,463 $774k Jun 30, 2019 Jul 16, 2019
Epstein and White Financial LLC 4,574 $772k Jun 30, 2019 Jul 19, 2019
Cornerstone Advisory LLC 4,364 $756k Jun 30, 2019 Aug 8, 2019
Level Four Advisory Services LLC 4,261 $739k Jun 30, 2019 Aug 14, 2019
Sicart Associates LLC 4,255 $738k Jun 30, 2019 Jul 23, 2019
Compass Capital Management Inc 4,168 $722k Jun 30, 2019 Jul 31, 2019
Pictet North America Advisors SA 4,096 $710k Jun 30, 2019 Aug 7, 2019
Tiemann Investment Advisors LLC 4,067 $705k Jun 30, 2019 Aug 13, 2019
Meridian Wealth Management LLC 400 $694k Jun 30, 2019 Jul 19, 2019
Zuckerman Investment Group LLC 4,000 $693k Jun 30, 2019 Aug 14, 2019
Brown Advisory Securities LLC 4,006 $693k Jun 30, 2019 Aug 12, 2019
Glynn Capital Management LLC 4,000 $693k Jun 30, 2019 Aug 2, 2019
Diker Management LLC 3,935 $682k Jun 30, 2019 Aug 14, 2019
Port Capital LLC 3,865 $670k Jun 30, 2019 Aug 14, 2019
Apriem Advisors 3,852 $668k Jun 30, 2019 Aug 14, 2019
Peak Asset Management LLC 3,844 $666k Jun 30, 2019 Aug 15, 2019
Whitener Capital Management Inc 3,840 $665k Jun 30, 2019 Aug 2, 2019
Summit Asset Management LLC 3,826 $663k Jun 30, 2019 Aug 7, 2019
Patton Albertson Miller Group LLC 4,053 $663k Jun 30, 2019 Aug 12, 2019
Stony Point Wealth Management Inc 3,782 $661k Jun 30, 2019 Jul 23, 2019
First Foundation Advisors 3,814 $661k Jun 30, 2019 Aug 14, 2019
Beese Fulmer Investment Management Inc 3,760 $652k Jun 30, 2019 Jul 5, 2019
LVW Advisors LLC 3,736 $648k Jun 30, 2019 Aug 14, 2019
Eagle Global Advisors LLC 3,670 $636k Jun 30, 2019 Aug 13, 2019
Barber Financial Group 3,646 $632k Jun 30, 2019 Aug 9, 2019
Searle & Co 3,643 $631k Jun 30, 2019 Jul 17, 2019
Thompson Investment Management Inc 3,620 $627k Jun 30, 2019 Aug 7, 2019
Dedora Capital Inc 3,604 $625k Jun 30, 2019 Aug 8, 2019
ELM Advisors LLC 3,600 $624k Jun 30, 2019 Jul 3, 2019
Sheaff Brock Investment Advisors LLC 3,578 $620k Jun 30, 2019 Jul 31, 2019
Richard Bernstein Advisors LLC 3,548 $615k Jun 30, 2019 Aug 9, 2019
The Fiduciary Group LLC 3,545 $614k Jun 30, 2019 Aug 14, 2019
AULL & Monroe Investment Management Corp 3,507 $608k Jun 30, 2019 Jul 29, 2019
Legacy Financial Strategies LLC 3,584 $606k Jun 30, 2019 Jul 15, 2019
Successful Portfolios LLC 3,474 $602k Jun 30, 2019 Jul 11, 2019
MARK Sheptoff Financial Planning LLC 3,438 $596k Jun 30, 2019 Aug 12, 2019
Zevin Asset Management LLC 3,434 $595k Jun 30, 2019 Aug 6, 2019
Lakeview Capital Partners LLC 3,382 $586k Jun 30, 2019 Aug 5, 2019
BTR Capital Management Inc 3,348 $580k Jun 30, 2019 Jul 18, 2019
Cadinha & Co LLC 3,342 $579k Jun 30, 2019 Aug 9, 2019
Calton & Associates Inc 3,302 $573k Jun 30, 2019 Jul 9, 2019
REDW Stanley Financial Advisors LLC 3,278 $568k Jun 30, 2019 Aug 9, 2019
CPWM LLC 3,271 $567k Jun 30, 2019 Aug 2, 2019
Signature Financial Management Inc 2,970 $566k Dec 31, 2018 Feb 13, 2019
Middleton & Company Inc 3,249 $563k Jun 30, 2019 Jul 25, 2019
Excalibur Management Corp 3,246 $563k Jun 30, 2019 Jul 26, 2019
Wells Trecaso Financial Group LLC 3,213 $557k Jun 30, 2019 Jul 22, 2019
Meyer Handelman Company LLC 3,200 $555k Jun 30, 2019 Jul 23, 2019
Diligent Investors LLC 3,179 $551k Jun 30, 2019 Aug 1, 2019
Brown Advisory Ltd 3,157 $547k Jun 30, 2019 Aug 12, 2019
Brown Advisory LLC 3,157 $547k Jun 30, 2019 Aug 12, 2019
Plante Moran Financial Advisors LLC 3,144 $545k Jun 30, 2019 Aug 13, 2019
KOPP Investment Advisors LLC 3,143 $545k Jun 30, 2019 Aug 14, 2019
Tokio Marine Asset Management USA Ltd 3,132 $543k Jun 30, 2019 Jul 25, 2019
Alpine Woods Capital Investors LLC 3,100 $537k Jun 30, 2019 Aug 5, 2019
EQIS Capital Management Inc 3,090 $536k Jun 30, 2019 Jul 18, 2019
Buckley Wealth Management LLC 3,007 $521k Jun 30, 2019 Jul 19, 2019
Penobscot Investment Management Company Inc 3,000 $520k Jun 30, 2019 Aug 2, 2019
Stokes & Hubbell Capital Management LLC 2,460 $511k Mar 31, 2019 Apr 24, 2019
Endurance Wealth Management Inc 2,940 $509k Jun 30, 2019 Jul 30, 2019
Janney Capital Management LLC 2,928 $508k Jun 30, 2019 Jul 29, 2019
Foster Dykema Cabot & Co Incorporated 2,880 $499k Jun 30, 2019 Aug 6, 2019
Crossvault Capital Management LLC 2,850 $494k Jun 30, 2019 Jul 19, 2019
Cornerstone Capital Inc 2,845 $493k Jun 30, 2019 Aug 14, 2019
Cornerstone Capital Corp 2,845 $493k Jun 30, 2019 Aug 14, 2019
Premier Asset Management LLC 2,835 $491k Jun 30, 2019 Aug 7, 2019
Summit Financial LLC 2,801 $486k Jun 30, 2019 Jul 3, 2019
Clear Perspective Advisors LLC 2,804 $486k Jun 30, 2019 Aug 12, 2019
Summit Financial Group Inc 2,801 $486k Jun 30, 2019 Jul 3, 2019
Callahan Advisors LLC 2,767 $480k Jun 30, 2019 Jul 17, 2019
Intersect Capital LLC 2,761 $479k Jun 30, 2019 Aug 9, 2019
Evermay Wealth Management LLC 2,750 $477k Jun 30, 2019 Jul 23, 2019
Progressive Investment Management Corporation 2,701 $468k Jun 30, 2019 Aug 12, 2019
Altavista Wealth Management Inc 2,695 $467k Jun 30, 2019 Aug 13, 2019
Isthmus Partners LLC 2,672 $463k Jun 30, 2019 Aug 9, 2019
West Branch Capital LLC 2,665 $462k Jun 30, 2019 Aug 5, 2019
Omnistar Financial Group Inc 2,654 $460k Jun 30, 2019 Jul 30, 2019
Strategic Financial Group LLC 2,650 $459k Jun 30, 2019 Jul 29, 2019
GSB Wealth Management LLC 2,650 $459k Jun 30, 2019 Aug 9, 2019
Strategic International Limited 2,650 $459k Jun 30, 2019 Jul 29, 2019
Liberty Capital Management Inc 2,599 $451k Jun 30, 2019 Jul 15, 2019
Harvest Capital Management Inc 2,567 $444k Jun 30, 2019 Aug 7, 2019
Perritt Capital Management Inc 2,540 $440k Jun 30, 2019 Aug 13, 2019
Measured Wealth Private Client Group LLC 2,534 $439k Jun 30, 2019 Jul 26, 2019
Paulson Wealth Management Inc 2,448 $435k Jun 30, 2019 Jul 30, 2019
Capital Investment Advisory Services LLC 2,468 $431k Jun 30, 2019 Aug 8, 2019
The Capital Group Investment Advisory Services LLC 2,468 $431k Jun 30, 2019 Aug 8, 2019
Financial Architects Inc 2,469 $428k Jun 30, 2019 Aug 14, 2019
Ausdal Financial Partners Inc 2,393 $425k Jun 30, 2019 Aug 5, 2019
Cambridge Advisors LLC 2,432 $422k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors Inc 2,432 $422k Jun 30, 2019 Jul 26, 2019
Bingham Osborn & Scarborough LLC 2,427 $421k Jun 30, 2019 Aug 2, 2019
Mount Yale Investment Advisors LLC 2,558 $419k Jun 30, 2019 Aug 13, 2019
Armbruster Capital Management Inc 2,400 $416k Jun 30, 2019 Jul 18, 2019
SOL Capital Management Co 2,378 $412k Jun 30, 2019 Jul 17, 2019
Gyroscope Capital Management Group LLC 2,390 $411k Jun 30, 2019 Jul 11, 2019
Obermeyer WOOD Investment Counsel LLLP 2,363 $410k Jun 30, 2019 Aug 13, 2019
Dividend Assets Capital LLC 2,344 $406k Jun 30, 2019 Jul 12, 2019
Founders Financial Securities LLC 2,338 $405k Jun 30, 2019 Jul 22, 2019
Vontobel Swiss Wealth Advisors AG 2,300 $399k Jun 30, 2019 Aug 12, 2019
Campbell Newman Asset Management Inc 2,300 $399k Jun 30, 2019 Jul 24, 2019
Connecticut Wealth Management LLC 2,278 $395k Jun 30, 2019 Jul 29, 2019
USCA RIA LLC 2,266 $393k Jun 30, 2019 Aug 14, 2019
Sather Financial Group Inc 2,256 $391k Jun 30, 2019 Jul 23, 2019
Weybosset Research & Management LLC 2,250 $390k Jun 30, 2019 Jul 22, 2019
SFE Investment Counsel Inc 2,205 $382k Jun 30, 2019 Jul 26, 2019
RNC Capital Management LLC 2,197 $381k Jun 30, 2019 Jul 25, 2019
Telos Capital Management Inc 2,164 $375k Jun 30, 2019 Jul 19, 2019
Mitchell Mcleod PUGH & Williams Inc 2,144 $372k Jun 30, 2019 Jul 9, 2019
Horizon Asset Management LLC 2,130 $369k Jun 30, 2019 Aug 14, 2019
Atalanta Sosnoff Capital LLC 2,126 $369k Jun 30, 2019 Jul 15, 2019
Wealthtrust Axiom LLC 2,102 $364k Jun 30, 2019 Aug 7, 2019
Willow Creek Wealth Management Inc 2,095 $363k Jun 30, 2019 Jul 22, 2019
KLCM Advisors Inc 2,081 $361k Jun 30, 2019 Aug 15, 2019
Capital Investment Counsel Inc 2,047 $355k Jun 30, 2019 Jul 26, 2019
Capital Counsel LLC 2,047 $355k Jun 30, 2019 Jul 26, 2019
Vista Investment Management LLC 2,037 $353k Jun 30, 2019 Aug 14, 2019
Wellesley Investment Partners LLC 2,018 $349k Jun 30, 2019 Aug 5, 2019
Cypress Wealth Services LLC 2,009 $348k Jun 30, 2019 Jul 24, 2019
Doliver Capital Advisors LP 2,000 $347k Jun 30, 2019 Jul 25, 2019
Logan Capital Management Inc 2,000 $347k Jun 30, 2019 Jul 24, 2019
CWA Asset Management Group LLC 1,996 $346k Jun 30, 2019 Aug 13, 2019
Maryland Capital Management LLC 1,970 $341k Jun 30, 2019 Aug 13, 2019
Windsor Capital Management LLC 1,972 $341k Jun 30, 2019 Aug 2, 2019
Poehling Capital Management Inc 1,951 $338k Jun 30, 2019 Aug 9, 2019
Main Street Research LLC 1,950 $338k Jun 30, 2019 Aug 8, 2019
Oarsman Capital Inc 1,936 $336k Jun 30, 2019 Aug 13, 2019
Landmark Financial Advisors LLC 1,922 $333k Jun 30, 2019 Aug 2, 2019
Motley FOOL Wealth Management LLC 1,913 $332k Jun 30, 2019 Aug 14, 2019
Bridges Investment Management Inc 1,900 $329k Jun 30, 2019 Aug 7, 2019
The Family FIRM Inc 1,846 $320k Jun 30, 2019 Aug 6, 2019
Castle Rock Wealth Management LLC 1,842 $320k Jun 30, 2019 Aug 8, 2019
West Oak Capital LLC 1,825 $316k Jun 30, 2019 Jul 12, 2019
SYM Financial Corporation 1,800 $312k Jun 30, 2019 Jul 29, 2019
Confluence Wealth Management LLC 1,800 $312k Jun 30, 2019 Aug 9, 2019
Brown Capital Management LLC 1,794 $311k Jun 30, 2019 Aug 13, 2019
Ballast Inc 1,768 $306k Jun 30, 2019 Jul 26, 2019
Kaizen Advisory LLC 1,584 $302k Dec 31, 2018 Feb 15, 2019
SWS Partners LLC 1,731 $300k Jun 30, 2019 Aug 13, 2019
Strategic Capital Advisers Inc 1,726 $299k Jun 30, 2019 Jul 30, 2019
FORD Financial Group Inc 1,690 $292k Jun 30, 2019 Jul 25, 2019
Verition Fund Management LLC 1,686 $292k Jun 30, 2019 Aug 14, 2019
United Asset Strategies Inc 1,675 $290k Jun 30, 2019 Jul 31, 2019
180 Wealth Advisors LLC 1,647 $286k Jun 30, 2019 Aug 5, 2019
FORT LP 1,646 $285k Jun 30, 2019 Aug 13, 2019
Nottingham Advisors Inc 1,617 $280k Jun 30, 2019 Jul 17, 2019
Kelman Lazarov Inc 1,605 $278k Jun 30, 2019 Jul 22, 2019
Financial Advisory Service Inc 1,603 $278k Jun 30, 2019 Jul 25, 2019
Clear Harbor Asset Management LLC 1,603 $278k Jun 30, 2019 Jul 22, 2019
Highland Private Wealth Management 1,595 $276k Jun 30, 2019 Aug 13, 2019
WSFS Capital Management LLC 1,585 $275k Jun 30, 2019 Aug 14, 2019
Sippican Capital Advisors LLC 1,584 $275k Jun 30, 2019 Jul 17, 2019
The Roosevelt Investment Group Inc 1,554 $269k Jun 30, 2019 Aug 8, 2019
Provident Investment Management Inc 1,550 $269k Jun 30, 2019 Aug 8, 2019
BTC Capital Management Inc 1,513 $263k Jun 30, 2019 Jul 26, 2019
Hengehold Capital Management LLC 1,517 $263k Jun 30, 2019 Jul 23, 2019
Assetmark Inc 1,509 $262k Jun 30, 2019 Aug 14, 2019
Ballentine Partners LLC 1,503 $261k Jun 30, 2019 Jul 25, 2019
SRB Corporation 1,508 $261k Jun 30, 2019 Aug 14, 2019
Schwartz Investment Counsel Inc 1,500 $260k Jun 30, 2019 Jul 24, 2019
ELCO Management Company LLC 1,500 $260k Jun 30, 2019 Aug 1, 2019
Copeland Capital Management LLC 1,500 $260k Jun 30, 2019 Jul 19, 2019
Cutler Investment Counsel LLC 1,500 $260k Jun 30, 2019 Aug 5, 2019
Global Endowment Management LP 1,480 $257k Jun 30, 2019 Aug 12, 2019
NTV Asset Management LLC 1,479 $256k Jun 30, 2019 Jul 29, 2019
Zebra Capital Management LLC 1,451 $252k Jun 30, 2019 Aug 14, 2019
Osborne Partners Capital Management LLC 1,450 $251k Jun 30, 2019 Jul 18, 2019
Valmark Advisers Inc 1,447 $251k Jun 30, 2019 Aug 7, 2019
Partnervest Advisory Services LLC 1,438 $249k Jun 30, 2019 Aug 7, 2019
Annex Advisory Services LLC 1,437 $249k Jun 30, 2019 Jul 18, 2019
Strategic Financial Services Inc 1,433 $248k Jun 30, 2019 Aug 13, 2019
Shakespeare Wealth Management Inc 1,420 $246k Jun 30, 2019 Aug 12, 2019
Venturi Wealth Management LLC 1,409 $244k Jun 30, 2019 Aug 7, 2019
Mcrae Capital Management Inc 1,400 $243k Jun 30, 2019 Jul 29, 2019
Court Place Advisors LLC 1,400 $243k Jun 30, 2019 Jul 30, 2019
Dragon Financial and Investment Group LLC 1,152 $243k Sep 30, 2018 Oct 19, 2018
Capital Bank and Trust Company 1,403 $243k Jun 30, 2019 Aug 14, 2019
Good Life Advisors LLC 1,404 $241k Jun 30, 2019 Aug 6, 2019
Alphastar Capital Management LLC 1,370 $238k Jun 30, 2019 Aug 14, 2019
MANA Advisors LLC 1,354 $235k Jun 30, 2019 Aug 14, 2019
Midwest Professional Planners Ltd 1,347 $234k Jun 30, 2019 Aug 12, 2019
DSC Advisors LP 1,344 $233k Jun 30, 2019 Aug 14, 2019
SSI Investment Management Inc 1,340 $233k Jun 30, 2019 Aug 12, 2019
CCM Investment Advisers LLC 1,344 $232k Jun 30, 2019 Aug 5, 2019
Hartwell J M Ltd Partnership 1,332 $231k Jun 30, 2019 Jul 31, 2019
Argent Capital Management LLC 1,327 $230k Jun 30, 2019 Aug 15, 2019
GM Advisory Group Inc 1,319 $229k Jun 30, 2019 Aug 9, 2019
Burleson & Company LLC 1,314 $228k Jun 30, 2019 Aug 5, 2019
Sunbelt Securities Inc 1,303 $226k Jun 30, 2019 Aug 1, 2019
Legacy Financial Advisors Inc 1,302 $226k Jun 30, 2019 Jul 15, 2019
Legacy Financial Advisors Corporation 1,302 $226k Jun 30, 2019 Jul 15, 2019
Legacy Advisors LLC 1,302 $226k Jun 30, 2019 Jul 15, 2019
Krueger & Catalano Capital Partners LLC 1,293 $224k Jun 30, 2019 Jul 22, 2019
Avalon Advisors LLC 1,285 $223k Jun 30, 2019 Aug 14, 2019
HITE Hedge Asset Management LLC 1,280 $222k Jun 30, 2019 Aug 13, 2019
White Lighthouse Investment Management Inc 1,275 $221k Jun 30, 2019 Jul 31, 2019
Secrest Blakey & Associates LLC 1,270 $220k Jun 30, 2019 Aug 13, 2019
Marco Investment Management LLC 1,260 $218k Jun 30, 2019 Aug 6, 2019
Summit Financial Strategies Inc 1,252 $217k Jun 30, 2019 Aug 8, 2019
Westover Capital Advisors LLC 1,250 $217k Jun 30, 2019 Aug 13, 2019
Magnetar Financial LLC 1,250 $217k Jun 30, 2019 Aug 14, 2019
Lenox Wealth Advisors LLC 1,244 $216k Jun 30, 2019 Jul 12, 2019
Biegel & Waller LLC 1,235 $214k Jun 30, 2019 Jul 23, 2019
Bienville Capital Management LLC 1,236 $214k Jun 30, 2019 Aug 14, 2019
The Jentner Corporation 1,227 $213k Jun 30, 2019 Jul 16, 2019
Ifrah Financial Services Inc 1,231 $213k Jun 30, 2019 Aug 6, 2019
CAMG Solamere Management LLC 1,229 $213k Jun 30, 2019 Aug 13, 2019
Weiss Asset Management LP 1,209 $210k Jun 30, 2019 Aug 14, 2019
Hourglass Capital LLC 1,200 $208k Jun 30, 2019 Aug 12, 2019
RKL Wealth Management LLC 1,183 $205k Jun 30, 2019 Aug 2, 2019
Private Vista LLC 1,167 $203k Jun 30, 2019 Jul 19, 2019
Skylands Capital LLC 1,090 $189k Jun 30, 2019 Jul 29, 2019
Autus Asset Management LLC 1,053 $183k Jun 30, 2019 Jul 15, 2019
Monetary Management Group Inc 1,050 $182k Jun 30, 2019 Aug 13, 2019
Tower VIEW Investment Management & Research LLC 1,041 $180k Jun 30, 2019 Jul 17, 2019
Cornercap Investment Counsel Inc 960 $166k Jun 30, 2019 Aug 14, 2019
Princeton Capital Management LLC 945 $164k Jun 30, 2019 Aug 12, 2019
Johnson Financial Group LLC 937 $162k Jun 30, 2019 Aug 9, 2019
Jackson Grant Investment Advisers Inc 889 $154k Jun 30, 2019 Aug 13, 2019
Lucia Wealth Services LLC 884 $153k Jun 30, 2019 Jul 23, 2019
Transamerica Financial Advisors Inc 793 $138k Jun 30, 2019 Aug 21, 2019
Ellevest Inc 786 $136k Jun 30, 2019 Aug 20, 2019
Cranbrook Wealth Management LLC 776 $135k Jun 30, 2019 Aug 7, 2019
Oppenheimer Asset Management Inc 767 $133k Jun 30, 2019 Aug 9, 2019
Pathstone Family Office LLC 760 $131k Jun 30, 2019 Aug 14, 2019
American Research & Management Company 735 $127k Jun 30, 2019 Jul 18, 2019
FFCM LLC 700 $121k Jun 30, 2019 Jul 30, 2019
Hudock Capital Group LLC 638 $110k Jun 30, 2019 Jul 30, 2019
Spiderrock Advisors LLC 17,800 $96k Put Jun 30, 2019 Jul 29, 2019
Prelude Capital Management LLC 500 $87k Put Jun 30, 2019 Aug 14, 2019
Rational Advisors Inc 445 $77k Jun 30, 2019 Aug 8, 2019
NEXT Financial Group Inc 417 $72k Jun 30, 2019 Jul 16, 2019
New Potomac Partners LLC 400 $69k Jun 30, 2019 Jul 26, 2019
Wetherby Asset Management 375 $65k Jun 30, 2019 Jul 25, 2019
Hollencrest Capital Management LLC 375 $65k Jun 30, 2019 Jul 18, 2019
Earnest Partners LLC 260 $45k Jun 30, 2019 Aug 13, 2019
Hillsdale Investment Management Inc 250 $43k Jun 30, 2019 Aug 2, 2019
SNS Financial Group LLC 223 $39k Jun 30, 2019 Jul 26, 2019
Stewart & Patten Co LLC 210 $36k Jun 30, 2019 Jul 17, 2019
Intercontinental Wealth Advisors LLC 200 $35k Jun 30, 2019 Aug 2, 2019
Advantage Investment Management LLC 200 $35k Jun 30, 2019 Jul 30, 2019
Regent Investment Management LLC 181 $31k Jun 30, 2019 Jul 15, 2019
Quadrant Capital Group LLC 157 $27k Jun 30, 2019 Jul 24, 2019
Shine Investment Advisory Services Inc 142 $25k Jun 30, 2019 Jul 25, 2019
National Asset Management Inc 116 $21k Jun 30, 2019 Aug 5, 2019
America First Investment Advisors LLC 106 $18k Jun 30, 2019 Jul 29, 2019
Welch & Forbes LLC 100 $17k Jun 30, 2019 Jul 12, 2019
North Star Asset Management Inc 37 $6k Jun 30, 2019 Aug 12, 2019
Arbor Wealth Management LLC 33 $6k Jun 30, 2019 Jul 16, 2019
James Investment Research Inc 23 $4k Jun 30, 2019 Jul 24, 2019
Hilton Capital Management LLC 20 $3k Jun 30, 2019 Aug 14, 2019
CSAT Investment Advisory LP 19 $3k Jun 30, 2019 Aug 15, 2019
Cornerstone Wealth Management LLC 10 $2k Jun 30, 2019 Aug 2, 2019
BAHL & Gaynor Inc 3 $1k Jun 30, 2019 Aug 12, 2019
FNY Investment Advisers LLC 6 $1k Put Jun 30, 2019 Jul 24, 2019
Independent Advisor Alliance LLC 1,517 $0k Jun 30, 2019 Aug 12, 2019

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