VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF
(921943858)
Funds Reporting Holdings of VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF according to 13F filings
| Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
|---|---|---|---|---|---|
| Wafra Inc | 14,082,667 | $587,388k | Jun 30, 2019 | Aug 14, 2019 | |
| Jasper Ridge Partners LP | 12,823,806 | $534,881k | Jun 30, 2019 | Aug 9, 2019 | |
| Bingham Osborn & Scarborough LLC | 4,968,137 | $207,221k | Jun 30, 2019 | Aug 2, 2019 | |
| Adviceperiod LLC | 4,253,726 | $177,423k | Jun 30, 2019 | Jul 22, 2019 | |
| Bridgewater Associates LP | 4,045,054 | $168,719k | Jun 30, 2019 | Aug 13, 2019 | |
| Hirtle Callaghan & Co LLC | 2,454,855 | $102,392k | Jun 30, 2019 | Aug 13, 2019 | |
| Merriman Wealth Management LLC | 226,468 | $94,890k | Jun 30, 2019 | Jul 31, 2019 | |
| Windham Capital Management LLC | 1,875,289 | $78,218k | Jun 30, 2019 | Aug 14, 2019 | |
| Bronfman EL Rothschild LP | 1,756,263 | $73,254k | Jun 30, 2019 | Aug 12, 2019 | |
| Acropolis Investment Management LLC | 1,712,230 | $71,417k | Jun 30, 2019 | Jul 11, 2019 | |
| QS Investors LLC | 1,702,135 | $70,997k | Jun 30, 2019 | Aug 14, 2019 | |
| Mccutchen Group LLC | 1,627,962 | $67,902k | Jun 30, 2019 | Jul 25, 2019 | |
| Emery & Howard Portfolio Management | 1,349,867 | $56,303k | Jun 30, 2019 | Aug 9, 2019 | |
| Vision Capital Management Inc | 1,205,257 | $50,271k | Jun 30, 2019 | Jul 29, 2019 | |
| Vision Capital Management Corporation | 1,205,257 | $50,271k | Jun 30, 2019 | Jul 29, 2019 | |
| Badgley Phelps and Bell Inc | 1,181,249 | $49,270k | Jun 30, 2019 | Jul 30, 2019 | |
| ALPS Advisors Inc | 1,171,967 | $48,883k | Jun 30, 2019 | Aug 7, 2019 | |
| Cliffwater LLC | 1,136,204 | $47,391k | Jun 30, 2019 | Aug 13, 2019 | |
| HT Partners LLC | 1,122,018 | $46,799k | Jun 30, 2019 | Jul 9, 2019 | |
| Stadion Money Management LLC | 1,002,454 | $41,812k | Jun 30, 2019 | Aug 14, 2019 | |
| Peninsula Wealth LLC | 868,684 | $36,235k | Jun 30, 2019 | Aug 2, 2019 | |
| LVW Advisors LLC | 859,884 | $35,866k | Jun 30, 2019 | Aug 14, 2019 | |
| Alesco Advisors LLC | 761,404 | $31,758k | Jun 30, 2019 | Aug 14, 2019 | |
| Jordan Park Group LLC | 761,251 | $31,752k | Jun 30, 2019 | Jul 22, 2019 | |
| Wallington Asset Management LLC | 742,395 | $30,965k | Jun 30, 2019 | Aug 13, 2019 | |
| JMG Financial Group Ltd | 733,900 | $30,611k | Jun 30, 2019 | Aug 2, 2019 | |
| Carlson Capital Management LLC | 731,533 | $30,512k | Jun 30, 2019 | Jul 15, 2019 | |
| Wellesley Investment Partners LLC | 688,560 | $28,719k | Jun 30, 2019 | Aug 5, 2019 | |
| DT Investment Partners LLC | 688,505 | $28,718k | Jun 30, 2019 | Jul 30, 2019 | |
| Fairview Capital Investment Management LLC | 664,348 | $27,709k | Jun 30, 2019 | Aug 14, 2019 | |
| Harvest Capital Management Inc | 621,565 | $25,925k | Jun 30, 2019 | Aug 7, 2019 | |
| DUFF & Phelps Investment Management Co | 574,090 | $23,945k | Jun 30, 2019 | Aug 2, 2019 | |
| KWMG LLC | 564,661 | $23,552k | Jun 30, 2019 | Jul 10, 2019 | |
| The Family FIRM Inc | 521,860 | $21,767k | Jun 30, 2019 | Aug 6, 2019 | |
| Cambridge Advisors Inc | 520,188 | $21,697k | Jun 30, 2019 | Jul 26, 2019 | |
| Cambridge Advisors LLC | 520,188 | $21,697k | Jun 30, 2019 | Jul 26, 2019 | |
| PURE Financial Advisors Inc | 424,424 | $17,703k | Jun 30, 2019 | Jul 11, 2019 | |
| GHP Investment Advisors Inc | 405,242 | $16,903k | Jun 30, 2019 | Aug 2, 2019 | |
| Gilbert & COOK Inc | 398,591 | $16,625k | Jun 30, 2019 | Aug 5, 2019 | |
| Mcmahon Financial Advisors LLC | 377,251 | $15,735k | Jun 30, 2019 | Aug 6, 2019 | |
| Stordahl Capital Management Inc | 348,104 | $14,481k | Jun 30, 2019 | Jul 22, 2019 | |
| LBMC Investment Advisors LLC | 346,685 | $14,460k | Jun 30, 2019 | Jul 18, 2019 | |
| Armbruster Capital Management Inc | 333,332 | $13,903k | Jun 30, 2019 | Jul 18, 2019 | |
| Spearhead Capital Advisors LLC | 330,630 | $13,791k | Jun 30, 2019 | Jul 17, 2019 | |
| Twele Capital Management Inc | 325,963 | $13,596k | Jun 30, 2019 | Jul 18, 2019 | |
| BSW Wealth Partners LLC | 320,514 | $13,369k | Jun 30, 2019 | Aug 13, 2019 | |
| Thornburg Investment Management Inc | 316,318 | $13,194k | Jun 30, 2019 | Aug 6, 2019 | |
| Abbrea Capital LLC | 315,441 | $13,157k | Jun 30, 2019 | Jul 31, 2019 | |
| Legacy Financial Strategies LLC | 295,753 | $12,333k | Jun 30, 2019 | Jul 15, 2019 | |
| Staley Capital Advisers Inc | 279,156 | $11,644k | Jun 30, 2019 | Aug 9, 2019 | |
| Futureadvisor Inc | 311,804 | $11,113k | Sep 30, 2015 | Nov 17, 2015 | |
| Estate Counselors LLC | 253,175 | $10,560k | Jun 30, 2019 | Aug 7, 2019 | |
| Round Table Services LLC | 244,072 | $10,180k | Jun 30, 2019 | Jul 17, 2019 | |
| Hillview Capital Advisors LLC | 237,766 | $9,917k | Jun 30, 2019 | Aug 1, 2019 | |
| Stratford Consulting LLC | 236,780 | $9,876k | Jun 30, 2019 | Aug 2, 2019 | |
| Managed Account Services Inc | 232,958 | $9,775k | Jun 30, 2019 | Jul 15, 2019 | |
| Towerpoint Wealth LLC | 219,640 | $8,974k | Jun 30, 2019 | Aug 7, 2019 | |
| Huber Financial Advisors LLC | 214,632 | $8,952k | Jun 30, 2019 | Aug 5, 2019 | |
| Windsor Capital Management LLC | 213,038 | $8,885k | Jun 30, 2019 | Aug 2, 2019 | |
| Transamerica Financial Advisors Inc | 212,168 | $8,850k | Jun 30, 2019 | Aug 21, 2019 | |
| Riverpoint Wealth Management Holdings LLC | 211,219 | $8,810k | Jun 30, 2019 | Aug 12, 2019 | |
| Landmark Financial Advisors LLC | 207,767 | $8,665k | Jun 30, 2019 | Aug 2, 2019 | |
| Goldstein Munger + Associates | 205,919 | $8,589k | Jun 30, 2019 | Aug 2, 2019 | |
| Barry Investment Advisors LLC | 202,517 | $8,447k | Jun 30, 2019 | Jul 26, 2019 | |
| Independence Advisors LLC | 199,038 | $8,302k | Jun 30, 2019 | Aug 12, 2019 | |
| Independence Financial Advisors LLC | 199,038 | $8,302k | Jun 30, 2019 | Aug 12, 2019 | |
| Seven Post Investment Office LP | 187,776 | $7,832k | Jun 30, 2019 | Aug 12, 2019 | |
| FORT Point Capital Partners LLC | 187,142 | $7,806k | Jun 30, 2019 | Aug 9, 2019 | |
| Athena Capital Advisors LLC | 186,452 | $7,777k | Jun 30, 2019 | Aug 9, 2019 | |
| Partners Capital Investment Group LLP | 182,078 | $7,594k | Jun 30, 2019 | Aug 12, 2019 | |
| Dragon Financial and Investment Group LLC | 172,210 | $7,452k | Sep 30, 2018 | Oct 19, 2018 | |
| Cobiz Wealth LLC | 173,532 | $7,238k | Jun 30, 2019 | Jul 8, 2019 | |
| Dimeo Schneider & Associates LLC | 170,548 | $7,114k | Jun 30, 2019 | Aug 13, 2019 | |
| Forefront Analytics LLC | 147,772 | $6,164k | Jun 30, 2019 | Aug 14, 2019 | |
| The Fiduciary Group LLC | 146,444 | $6,108k | Jun 30, 2019 | Aug 14, 2019 | |
| LGL Partners LLC | 146,208 | $6,098k | Jun 30, 2019 | Aug 14, 2019 | |
| Northwest Wealth Management LLC | 143,232 | $5,974k | Jun 30, 2019 | Jul 23, 2019 | |
| Sensible Financial Planning and Management LLC | 137,118 | $5,719k | Jun 30, 2019 | Aug 7, 2019 | |
| American Investment Services Inc | 136,916 | $5,711k | Jun 30, 2019 | Aug 6, 2019 | |
| Telos Capital Management Inc | 136,428 | $5,690k | Jun 30, 2019 | Jul 19, 2019 | |
| Sigfig Wealth Management LLC | 133,249 | $5,551k | Jun 30, 2019 | Aug 5, 2019 | |
| Quantitative Advantage LLC | 132,101 | $5,510k | Jun 30, 2019 | Aug 2, 2019 | |
| Obermeyer WOOD Investment Counsel LLLP | 118,387 | $4,938k | Jun 30, 2019 | Aug 13, 2019 | |
| Bridgeworth LLC | 118,069 | $4,925k | Jun 30, 2019 | Jul 25, 2019 | |
| Coyle Financial Counsel LLC | 115,987 | $4,838k | Jun 30, 2019 | Aug 13, 2019 | |
| Global Endowment Management LP | 112,600 | $4,697k | Jun 30, 2019 | Aug 12, 2019 | |
| Mcnamara Financial Services Inc | 114,372 | $4,674k | Jun 30, 2019 | Jul 12, 2019 | |
| SAND Hill Global Advisors LLC | 111,056 | $4,632k | Jun 30, 2019 | Aug 13, 2019 | |
| Columbus Macro LLC | 108,096 | $4,509k | Jun 30, 2019 | Jul 16, 2019 | |
| Resource Planning Group Ltd | 105,764 | $4,411k | Jun 30, 2019 | Jul 18, 2019 | |
| Wealth and Pension Services Group Inc | 105,129 | $4,385k | Jun 30, 2019 | Aug 15, 2019 | |
| Twin Focus Capital Partners LLC | 102,649 | $4,281k | Jun 30, 2019 | Aug 14, 2019 | |
| Sunesis Advisors LLC | 98,694 | $4,117k | Jun 30, 2019 | Aug 5, 2019 | |
| Rossmore Private Capital LLC | 98,163 | $4,094k | Jun 30, 2019 | Aug 5, 2019 | |
| Lejeune Puetz Investment Counsel | 97,030 | $4,047k | Jun 30, 2019 | Jul 29, 2019 | |
| Wilshire Associates Incorporated | 89,745 | $3,743k | Jun 30, 2019 | Aug 14, 2019 | |
| 1919 Investment Counsel LLC | 91,661 | $3,644k | Sep 30, 2014 | Nov 14, 2014 | |
| O'Brien Wealth Partners LLC | 86,519 | $3,630k | Jun 30, 2019 | Jul 8, 2019 | |
| Wooster Corthell Wealth Management Inc | 82,542 | $3,443k | Jun 30, 2019 | Jul 31, 2019 | |
| Fifth Third Securities Inc | 82,076 | $3,423k | Jun 30, 2019 | Jul 30, 2019 | |
| Interactive Financial Advisors Inc | 82,015 | $3,421k | Jun 30, 2019 | Jul 17, 2019 | |
| The Retirement Planning Group Inc | 81,922 | $3,417k | Jun 30, 2019 | Jul 25, 2019 | |
| HM Capital Management LLC | 81,745 | $3,410k | Jun 30, 2019 | Jul 24, 2019 | |
| Lucas Capital Management LLC | 80,473 | $3,357k | Jun 30, 2019 | Jul 29, 2019 | |
| Paulson Wealth Management Inc | 79,663 | $3,335k | Jun 30, 2019 | Jul 30, 2019 | |
| Nottingham Advisors Inc | 78,019 | $3,254k | Jun 30, 2019 | Jul 17, 2019 | |
| COE Capital Management LLC | 75,416 | $3,146k | Jun 30, 2019 | Aug 14, 2019 | |
| Mirador Capital Partners LP | 73,874 | $3,081k | Jun 30, 2019 | Aug 6, 2019 | |
| Nicholas Hoffman & Company LLC | 70,681 | $2,948k | Jun 30, 2019 | Aug 12, 2019 | |
| Alphastar Capital Management LLC | 69,354 | $2,893k | Jun 30, 2019 | Aug 14, 2019 | |
| KMS Financial Services Inc | 72,385 | $2,877k | Sep 30, 2014 | Nov 17, 2014 | |
| Makena Capital Management LLC | 66,295 | $2,869k | Sep 30, 2018 | Nov 13, 2018 | |
| Iconiq Capital LLC | 67,635 | $2,821k | Jun 30, 2019 | Aug 15, 2019 | |
| Gradient Capital Advisors LLC | 66,374 | $2,768k | Jun 30, 2019 | Jul 16, 2019 | |
| Conservest Capital Advisors Inc | 65,197 | $2,719k | Jun 30, 2019 | Jul 10, 2019 | |
| Canal Capital Management LLC | 60,573 | $2,527k | Jun 30, 2019 | Jul 31, 2019 | |
| Alley Company LLC | 59,846 | $2,496k | Jun 30, 2019 | Jul 30, 2019 | |
| Birch Hill Investment Advisors LLC | 59,595 | $2,486k | Jun 30, 2019 | Jul 22, 2019 | |
| Wealthstreet Investment Advisors LLC | 56,462 | $2,355k | Jun 30, 2019 | Jul 16, 2019 | |
| First Manhattan Co | 56,270 | $2,347k | Jun 30, 2019 | Aug 16, 2019 | |
| ELM Advisors LLC | 55,945 | $2,333k | Jun 30, 2019 | Jul 3, 2019 | |
| Lenox Wealth Advisors LLC | 54,274 | $2,264k | Jun 30, 2019 | Jul 12, 2019 | |
| Oarsman Capital Inc | 54,247 | $2,263k | Jun 30, 2019 | Aug 13, 2019 | |
| REDW Stanley Financial Advisors LLC | 54,063 | $2,255k | Jun 30, 2019 | Aug 9, 2019 | |
| Bristlecone Advisors LLC | 53,736 | $2,241k | Jun 30, 2019 | Jul 19, 2019 | |
| JRM Investment Counsel LLC | 53,118 | $2,216k | Jun 30, 2019 | Aug 6, 2019 | |
| Gentrust LLC | 52,320 | $2,182k | Jun 30, 2019 | Aug 2, 2019 | |
| Aureus Asset Management LLC | 52,038 | $2,171k | Jun 30, 2019 | Aug 14, 2019 | |
| Burleson & Company LLC | 51,100 | $2,080k | Jun 30, 2019 | Aug 5, 2019 | |
| The O'Dell Group LLC | 47,547 | $1,983k | Jun 30, 2019 | Jul 24, 2019 | |
| Cahill Financial Advisors Inc | 44,400 | $1,852k | Jun 30, 2019 | Aug 14, 2019 | |
| Clifford SWAN Investment Counsel LLC | 44,335 | $1,849k | Jun 30, 2019 | Aug 13, 2019 | |
| Foster Dykema Cabot & Co Incorporated | 43,377 | $1,809k | Jun 30, 2019 | Aug 6, 2019 | |
| Nikulski Financial Inc | 42,210 | $1,753k | Jun 30, 2019 | Jul 22, 2019 | |
| Evermay Wealth Management LLC | 41,833 | $1,745k | Jun 30, 2019 | Jul 23, 2019 | |
| Bluesky Wealth Advisors LLC | 41,475 | $1,730k | Jun 30, 2019 | Aug 5, 2019 | |
| White Lighthouse Investment Management Inc | 38,715 | $1,615k | Jun 30, 2019 | Jul 31, 2019 | |
| Alexandria Capital LLC | 37,941 | $1,583k | Jun 30, 2019 | Aug 12, 2019 | |
| Parthenon LLC | 37,748 | $1,574k | Jun 30, 2019 | Jul 29, 2019 | |
| Phillips Financial Management LLC | 36,520 | $1,530k | Jun 30, 2019 | Aug 6, 2019 | |
| CWH Capital Management Inc | 34,950 | $1,458k | Jun 30, 2019 | Aug 14, 2019 | |
| American Financial Advisors Inc | 34,835 | $1,453k | Jun 30, 2019 | Aug 12, 2019 | |
| American Trust Investment Advisors LLC | 34,835 | $1,453k | Jun 30, 2019 | Aug 12, 2019 | |
| American Financial Advisors LLC | 34,835 | $1,453k | Jun 30, 2019 | Aug 12, 2019 | |
| Spears Abacus Advisors LLC | 34,845 | $1,453k | Jun 30, 2019 | Aug 9, 2019 | |
| Retirement Capital Strategies Inc | 34,718 | $1,449k | Jun 30, 2019 | Aug 2, 2019 | |
| GFS Advisors LLC | 33,672 | $1,404k | Jun 30, 2019 | Aug 1, 2019 | |
| Bigelow Investment Advisors LLC | 33,661 | $1,404k | Jun 30, 2019 | Jul 17, 2019 | |
| FFT Wealth Management LLC | 33,414 | $1,394k | Jun 30, 2019 | Aug 14, 2019 | |
| Clarkston Capital Partners LLC | 31,661 | $1,321k | Jun 30, 2019 | Jul 24, 2019 | |
| Liberty Capital Management Inc | 31,429 | $1,311k | Jun 30, 2019 | Jul 15, 2019 | |
| Motley FOOL Wealth Management LLC | 30,898 | $1,289k | Jun 30, 2019 | Aug 14, 2019 | |
| Folger Nolan Fleming Douglas Capital Management Inc | 29,024 | $1,211k | Jun 30, 2019 | Aug 9, 2019 | |
| RAAB & Moskowitz Asset Management LLC | 28,801 | $1,201k | Jun 30, 2019 | Aug 9, 2019 | |
| The RICE Partnership LLC | 26,895 | $1,122k | Jun 30, 2019 | Jul 25, 2019 | |
| Signature Financial Management Inc | 28,759 | $1,067k | Dec 31, 2018 | Feb 13, 2019 | |
| Toroso Investments LLC | 25,420 | $1,060k | Jun 30, 2019 | Aug 15, 2019 | |
| Meridian Investment Counsel Inc | 23,677 | $988k | Jun 30, 2019 | Aug 13, 2019 | |
| Boston Research and Management Inc | 23,330 | $973k | Jun 30, 2019 | Aug 7, 2019 | |
| Minichmacgregor Wealth Management LLC | 23,218 | $972k | Jun 30, 2019 | Aug 5, 2019 | |
| Affiance Financial LLC | 22,958 | $958k | Jun 30, 2019 | Jul 11, 2019 | |
| Ramsay Stattman VELA & Price Inc | 22,457 | $937k | Jun 30, 2019 | Aug 9, 2019 | |
| Ausdal Financial Partners Inc | 22,550 | $927k | Jun 30, 2019 | Aug 5, 2019 | |
| GM Advisory Group Inc | 22,062 | $920k | Jun 30, 2019 | Aug 9, 2019 | |
| Advisory Alpha LLC | 21,921 | $915k | Jun 30, 2019 | Aug 16, 2019 | |
| Brand Asset Management Group Inc | 21,913 | $914k | Jun 30, 2019 | Jul 24, 2019 | |
| Creative Planning Inc | 21,464 | $895k | Jun 30, 2019 | Jul 26, 2019 | |
| Woodstock Corporation | 21,299 | $888k | Jun 30, 2019 | Jul 3, 2019 | |
| Horizon Investment Services LLC | 21,257 | $887k | Jun 30, 2019 | Aug 13, 2019 | |
| Horizon Financial Services LLC | 21,257 | $887k | Jun 30, 2019 | Aug 13, 2019 | |
| Tufton Capital Management LLC | 20,564 | $857k | Jun 30, 2019 | Jul 26, 2019 | |
| Interocean Capital LLC | 20,244 | $844k | Jun 30, 2019 | Aug 13, 2019 | |
| Cypress Capital Management LLC | 19,760 | $824k | Jun 30, 2019 | Aug 5, 2019 | |
| WP Advisors LLC | 19,495 | $813k | Jun 30, 2019 | Jul 23, 2019 | |
| Mastrapasqua Asset Management Inc | 19,155 | $799k | Jun 30, 2019 | Aug 12, 2019 | |
| Stanley-Laman Group Ltd | 19,052 | $795k | Jun 30, 2019 | Aug 1, 2019 | |
| Smith & Howard Wealth Management LLC | 18,517 | $772k | Jun 30, 2019 | Jul 23, 2019 | |
| The Relaxing Retirement Coach Inc | 18,280 | $761k | Jun 30, 2019 | Aug 5, 2019 | |
| Waters Parkerson & Co LLC | 18,150 | $757k | Jun 30, 2019 | Aug 6, 2019 | |
| Portfolio Solutions LLC | 18,054 | $753k | Jun 30, 2019 | Aug 5, 2019 | |
| Vista Investment Management LLC | 17,090 | $713k | Jun 30, 2019 | Aug 14, 2019 | |
| Foundations Investment Advisors LLC | 16,577 | $700k | Jun 30, 2019 | Jul 8, 2019 | |
| Lexaurum Advisors LLC | 16,695 | $696k | Jun 30, 2019 | Jul 19, 2019 | |
| American Financial Network Advisory Services LLC | 16,662 | $691k | Jun 30, 2019 | Aug 9, 2019 | |
| Weitz Investment Management Inc | 16,555 | $690k | Jun 30, 2019 | Aug 8, 2019 | |
| Perritt Capital Management Inc | 16,295 | $680k | Jun 30, 2019 | Aug 13, 2019 | |
| United Asset Strategies Inc | 15,523 | $647k | Jun 30, 2019 | Jul 31, 2019 | |
| Granite Group Advisors LLC | 15,296 | $638k | Jun 30, 2019 | Jul 23, 2019 | |
| Granite Investment Advisors LLC | 15,296 | $638k | Jun 30, 2019 | Jul 23, 2019 | |
| Keeler Thomas Management LLC | 14,862 | $619k | Jun 30, 2019 | Jul 31, 2019 | |
| Wells Trecaso Financial Group LLC | 14,825 | $618k | Jun 30, 2019 | Jul 22, 2019 | |
| Drexel Morgan & Co | 14,700 | $613k | Jun 30, 2019 | Aug 8, 2019 | |
| Kiley Juergens Wealth Management LLC | 12,955 | $540k | Jun 30, 2019 | Jul 11, 2019 | |
| Evensky & KATZ LLC | 13,089 | $534k | Mar 31, 2019 | Aug 6, 2019 | |
| Inspirion Wealth Advisors LLC | 12,608 | $526k | Jun 30, 2019 | Jul 15, 2019 | |
| Financial Life Advisors LLC | 12,267 | $512k | Jun 30, 2019 | Jul 29, 2019 | |
| East Coast Asset Management LLC | 12,171 | $508k | Jun 30, 2019 | Aug 14, 2019 | |
| FORT PITT Capital Group LLC | 11,979 | $500k | Jun 30, 2019 | Aug 9, 2019 | |
| RAUB Brock Capital Management LP | 11,829 | $493k | Jun 30, 2019 | Jul 23, 2019 | |
| The Jentner Corporation | 11,783 | $491k | Jun 30, 2019 | Jul 16, 2019 | |
| Connecticut Wealth Management LLC | 11,422 | $476k | Jun 30, 2019 | Jul 29, 2019 | |
| Lourd Capital LLC | 10,809 | $451k | Jun 30, 2019 | Jul 11, 2019 | |
| The Roosevelt Investment Group Inc | 10,796 | $450k | Jun 30, 2019 | Aug 8, 2019 | |
| Summit Financial Group Inc | 9,797 | $409k | Jun 30, 2019 | Jul 3, 2019 | |
| Summit Financial LLC | 9,797 | $409k | Jun 30, 2019 | Jul 3, 2019 | |
| Intersect Capital LLC | 9,767 | $407k | Jun 30, 2019 | Aug 9, 2019 | |
| Epstein and White Financial LLC | 9,424 | $391k | Jun 30, 2019 | Jul 19, 2019 | |
| Cooper/Haims Advisors LLC | 9,323 | $389k | Jun 30, 2019 | Jul 26, 2019 | |
| Portland Global Advisors LLC | 9,204 | $384k | Jun 30, 2019 | Jul 26, 2019 | |
| Baldwin Investment Management LLC | 9,040 | $377k | Jun 30, 2019 | Aug 6, 2019 | |
| Sequoia Wealth Management LLC | 9,016 | $374k | Jun 30, 2019 | Aug 6, 2019 | |
| Ballast Inc | 8,891 | $370k | Jun 30, 2019 | Jul 26, 2019 | |
| Northrock Partners LLC | 8,667 | $361k | Jun 30, 2019 | Aug 12, 2019 | |
| Buckley Wealth Management LLC | 8,451 | $352k | Jun 30, 2019 | Jul 19, 2019 | |
| Cornerstone Advisory LLC | 8,199 | $342k | Jun 30, 2019 | Aug 8, 2019 | |
| Fulcrum Capital LLC | 8,068 | $337k | Jun 30, 2019 | Jul 29, 2019 | |
| Private Asset Management Inc | 7,482 | $312k | Jun 30, 2019 | Aug 14, 2019 | |
| Financial Asset Management Corp | 7,482 | $312k | Jun 30, 2019 | Aug 14, 2019 | |
| Asset Management Corporation | 7,482 | $312k | Jun 30, 2019 | Aug 14, 2019 | |
| Asset Management Group Inc | 7,482 | $312k | Jun 30, 2019 | Aug 14, 2019 | |
| Trust Asset Management LLC | 7,482 | $312k | Jun 30, 2019 | Aug 14, 2019 | |
| Asset Management Group Investment Corp | 7,482 | $312k | Jun 30, 2019 | Aug 14, 2019 | |
| Wealth Advisors of Tampa BAY LLC | 7,170 | $299k | Jun 30, 2019 | Jul 23, 2019 | |
| Cambiar Investors LLC | 7,080 | $295k | Jun 30, 2019 | Jul 25, 2019 | |
| Modera Wealth Management LLC | 6,606 | $276k | Jun 30, 2019 | Aug 7, 2019 | |
| Personal Resources Investment and Strategic Management Inc | 6,609 | $276k | Jun 30, 2019 | Aug 6, 2019 | |
| Shoker Investment Counsel Inc | 6,592 | $274k | Jun 30, 2019 | Aug 9, 2019 | |
| Shepherd Kaplan Krochuk LLC | 6,309 | $263k | Jun 30, 2019 | Aug 12, 2019 | |
| Private Vista LLC | 6,109 | $256k | Jun 30, 2019 | Jul 19, 2019 | |
| KCS Wealth Advisory LLC | 6,021 | $251k | Jun 30, 2019 | Jul 29, 2019 | |
| Parkside Advisors LLC | 5,959 | $249k | Jun 30, 2019 | Jul 10, 2019 | |
| Moneywise Inc | 5,918 | $247k | Jun 30, 2019 | Jul 17, 2019 | |
| RKL Wealth Management LLC | 5,741 | $240k | Jun 30, 2019 | Aug 2, 2019 | |
| Deroy & Devereaux Private Investment Counsel Inc | 5,500 | $229k | Jun 30, 2019 | Jul 22, 2019 | |
| Highland Private Wealth Management | 5,439 | $227k | Jun 30, 2019 | Aug 13, 2019 | |
| Northstar Wealth Partners LLC | 5,142 | $214k | Jun 30, 2019 | Aug 15, 2019 | |
| Dedora Capital Inc | 5,072 | $212k | Jun 30, 2019 | Aug 8, 2019 | |
| Financial Advisory Service Inc | 5,010 | $209k | Jun 30, 2019 | Jul 25, 2019 | |
| Dynasty Wealth Management LLC | 5,641 | $209k | Dec 31, 2018 | Feb 12, 2019 | |
| Bernicke Wealth Management Ltd | 5,006 | $209k | Jun 30, 2019 | Aug 5, 2019 | |
| Klingman and Associates LLC | 4,978 | $208k | Jun 30, 2019 | Jul 24, 2019 | |
| Guardian Capital Advisors LP | 4,875 | $205k | Jun 30, 2019 | Aug 14, 2019 | |
| Brasada Capital Management LP | 4,758 | $201k | Jun 30, 2019 | Aug 7, 2019 | |
| Elgethun Capital Management | 4,271 | $178k | Jun 30, 2019 | Aug 8, 2019 | |
| Stelac Advisory Services LLC | 3,500 | $146k | Jun 30, 2019 | Jul 29, 2019 | |
| Ironwood Wealth Management LLC | 2,815 | $117k | Jun 30, 2019 | Aug 14, 2019 | |
| The Bollard Group LLC | 1,485 | $62k | Jun 30, 2019 | Aug 13, 2019 | |
| Spectrum Management Group Inc | 1,275 | $53k | Jun 30, 2019 | Aug 2, 2019 | |
| Spectrum Group Management LLC | 1,275 | $53k | Jun 30, 2019 | Aug 2, 2019 | |
| Harding Loevner LP | 392 | $16k | Jun 30, 2019 | Aug 14, 2019 | |
| West Oak Capital LLC | 150 | $6k | Jun 30, 2019 | Jul 12, 2019 | |
| Cedar Wealth Management LLC | 9 | $0k | Jun 30, 2019 | Jul 24, 2019 | |
| Independent Advisor Alliance LLC | 11,422 | $0k | Jun 30, 2019 | Aug 12, 2019 |