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 Advisors LLC | 557 | $96,595k | Jun 30, 2019 | Jul 26, 2019 | |
| Quattro Financial 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 Investment Management LLC | 35,723 | $6,192k | Jun 30, 2019 | Aug 12, 2019 | |
| Sentry Management Inc | 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 Limited | 30,000 | $5,200k | Put | Jun 30, 2019 | Aug 15, 2019 |
| Pictet Asset Management Inc | 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 | |
| Financial Advantage Inc | 22,759 | $3,945k | Jun 30, 2019 | Jul 23, 2019 | |
| Clearstead Advisors LLC | 22,757 | $3,945k | Jun 30, 2019 | Aug 8, 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 | |
| Investment Counsel Inc | 16,582 | $2,926k | Jun 30, 2019 | Jul 29, 2019 | |
| Private Counsel Group Ltd | 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 | |
| The Northstar Group Inc | 11,208 | $1,943k | Jun 30, 2019 | Jul 12, 2019 | |
| Northstar Company LLC | 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 Advisors LLC | 9,824 | $1,702k | Jun 30, 2019 | Jul 22, 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 | |
| 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 | |
| Colonial Trust Advisors Inc | 9,262 | $1,605k | Jun 30, 2019 | Aug 21, 2019 | |
| 1st Global Advisors Inc | 7,710 | $1,605k | Jun 30, 2017 | Aug 15, 2017 | |
| 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 | |
| Acropolis Investment Management LLC | 8,791 | $1,524k | Jun 30, 2019 | Jul 11, 2019 | |
| Capital Insight Partners LLC | 8,791 | $1,524k | Jun 30, 2019 | Jul 9, 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 | |
| Private Wealth Advisors Inc | 8,135 | $1,410k | Jun 30, 2019 | Aug 7, 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 | |
| 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 Advisory Corporation | 6,445 | $1,117k | Jun 30, 2019 | Jul 30, 2019 | |
| Harbor Investment Advisory LLC | 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 | |
| HCR Wealth Advisors | 6,370 | $1,104k | Jun 30, 2019 | Jul 25, 2019 | |
| The Caprock Group Inc | 6,371 | $1,104k | Jun 30, 2019 | Jul 23, 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 Group Advisors LLC | 5,567 | $965k | Jun 30, 2019 | Jul 23, 2019 | |
| Granite Investment 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 | |
| Sanders Morris Harris LLC | 5,190 | $901k | Jun 30, 2019 | Jul 10, 2019 | |
| Ellington Management Group LLC | 5,200 | $901k | Jun 30, 2019 | Aug 14, 2019 | |
| Ellington Financial Management LLC | 5,200 | $901k | Jun 30, 2019 | Aug 14, 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 Financial Advisors Inc | 4,212 | $875k | Mar 31, 2019 | Aug 15, 2019 | |
| Capstone Investment Advisors LLC | 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 | |
| Glynn Capital Management LLC | 4,000 | $693k | Jun 30, 2019 | Aug 2, 2019 | |
| Brown Advisory Securities LLC | 4,006 | $693k | Jun 30, 2019 | Aug 12, 2019 | |
| Zuckerman Investment Group LLC | 4,000 | $693k | Jun 30, 2019 | Aug 14, 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 | |
| First Foundation Advisors | 3,814 | $661k | Jun 30, 2019 | Aug 14, 2019 | |
| Stony Point Wealth Management Inc | 3,782 | $661k | Jun 30, 2019 | Jul 23, 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 LLC | 3,157 | $547k | Jun 30, 2019 | Aug 12, 2019 | |
| Brown Advisory Ltd | 3,157 | $547k | Jun 30, 2019 | Aug 12, 2019 | |
| KOPP Investment Advisors LLC | 3,143 | $545k | Jun 30, 2019 | Aug 14, 2019 | |
| Plante Moran Financial Advisors LLC | 3,144 | $545k | Jun 30, 2019 | Aug 13, 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 Group Inc | 2,801 | $486k | Jun 30, 2019 | Jul 3, 2019 | |
| Clear Perspective Advisors LLC | 2,804 | $486k | Jun 30, 2019 | Aug 12, 2019 | |
| Summit Financial LLC | 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 | |
| GSB Wealth Management LLC | 2,650 | $459k | Jun 30, 2019 | Aug 9, 2019 | |
| Strategic Financial Group LLC | 2,650 | $459k | Jun 30, 2019 | Jul 29, 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 Inc | 2,432 | $422k | Jun 30, 2019 | Jul 26, 2019 | |
| Cambridge Advisors LLC | 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 | |
| Campbell Newman Asset Management Inc | 2,300 | $399k | Jun 30, 2019 | Jul 24, 2019 | |
| Vontobel Swiss Wealth Advisors AG | 2,300 | $399k | Jun 30, 2019 | Aug 12, 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 | |
| Atalanta Sosnoff Capital LLC | 2,126 | $369k | Jun 30, 2019 | Jul 15, 2019 | |
| Horizon Asset Management LLC | 2,130 | $369k | Jun 30, 2019 | Aug 14, 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 | |
| Windsor Capital Management LLC | 1,972 | $341k | Jun 30, 2019 | Aug 2, 2019 | |
| Maryland Capital Management LLC | 1,970 | $341k | Jun 30, 2019 | Aug 13, 2019 | |
| Main Street Research LLC | 1,950 | $338k | Jun 30, 2019 | Aug 8, 2019 | |
| Poehling Capital Management Inc | 1,951 | $338k | Jun 30, 2019 | Aug 9, 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 | |
| Verition Fund Management LLC | 1,686 | $292k | Jun 30, 2019 | Aug 14, 2019 | |
| FORD Financial Group Inc | 1,690 | $292k | Jun 30, 2019 | Jul 25, 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 | |
| Sippican Capital Advisors LLC | 1,584 | $275k | Jun 30, 2019 | Jul 17, 2019 | |
| WSFS Capital Management LLC | 1,585 | $275k | Jun 30, 2019 | Aug 14, 2019 | |
| Provident Investment Management Inc | 1,550 | $269k | Jun 30, 2019 | Aug 8, 2019 | |
| The Roosevelt Investment Group Inc | 1,554 | $269k | Jun 30, 2019 | Aug 8, 2019 | |
| Hengehold Capital Management LLC | 1,517 | $263k | Jun 30, 2019 | Jul 23, 2019 | |
| BTC Capital Management Inc | 1,513 | $263k | Jun 30, 2019 | Jul 26, 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 | |
| Cutler Investment Counsel LLC | 1,500 | $260k | Jun 30, 2019 | Aug 5, 2019 | |
| Copeland Capital Management LLC | 1,500 | $260k | Jun 30, 2019 | Jul 19, 2019 | |
| ELCO Management Company LLC | 1,500 | $260k | Jun 30, 2019 | Aug 1, 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 | |
| Valmark Advisers Inc | 1,447 | $251k | Jun 30, 2019 | Aug 7, 2019 | |
| Osborne Partners Capital Management LLC | 1,450 | $251k | Jun 30, 2019 | Jul 18, 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 | |
| Capital Bank and Trust Company | 1,403 | $243k | Jun 30, 2019 | Aug 14, 2019 | |
| Dragon Financial and Investment Group LLC | 1,152 | $243k | Sep 30, 2018 | Oct 19, 2018 | |
| 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 | |
| SSI Investment Management Inc | 1,340 | $233k | Jun 30, 2019 | Aug 12, 2019 | |
| DSC Advisors LP | 1,344 | $233k | Jun 30, 2019 | Aug 14, 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 Corporation | 1,302 | $226k | Jun 30, 2019 | Jul 15, 2019 | |
| Legacy Advisors LLC | 1,302 | $226k | Jun 30, 2019 | Jul 15, 2019 | |
| Legacy Financial Advisors Inc | 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 | |
| Hollencrest Capital Management LLC | 375 | $65k | Jun 30, 2019 | Jul 18, 2019 | |
| Wetherby Asset Management | 375 | $65k | Jun 30, 2019 | Jul 25, 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 |