VANGUARD INDEX FDS TOTAL STK MKT
(922908769)
Funds Reporting Holdings of VANGUARD INDEX FDS TOTAL STK MKT according to 13F filings
| Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
|---|---|---|---|---|---|
| Portfolio Solutions LLC | 2,288,762 | $343,520k | Jun 30, 2019 | Aug 5, 2019 | |
| Aegon USA Investment Management LLC | 1,021,980 | $153,389k | Jun 30, 2019 | Jul 12, 2019 | |
| Global Endowment Management LP | 1,003,273 | $150,581k | Jun 30, 2019 | Aug 12, 2019 | |
| Financial Engines Advisors LLC | 753,073 | $113,029k | Jun 30, 2019 | Aug 9, 2019 | |
| Carlson Capital Management LLC | 703,196 | $105,543k | Jun 30, 2019 | Jul 15, 2019 | |
| Tanglewood Wealth Management Inc | 677,977 | $101,758k | Jun 30, 2019 | Jul 26, 2019 | |
| Adviceperiod LLC | 628,179 | $94,283k | Jun 30, 2019 | Jul 22, 2019 | |
| Smith & Howard Wealth Management LLC | 516,038 | $77,452k | Jun 30, 2019 | Jul 23, 2019 | |
| Annex Advisory Services LLC | 486,514 | $73,022k | Jun 30, 2019 | Jul 18, 2019 | |
| Harvest Capital Management Inc | 430,036 | $64,544k | Jun 30, 2019 | Aug 7, 2019 | |
| STA Wealth Management LLC | 370,988 | $55,682k | Jun 30, 2019 | Aug 14, 2019 | |
| Diversified Portfolios Inc | 363,878 | $54,614k | Jun 30, 2019 | Aug 13, 2019 | |
| Windham Capital Management LLC | 356,158 | $53,456k | Jun 30, 2019 | Aug 14, 2019 | |
| ALPS Advisors Inc | 332,167 | $49,855k | Jun 30, 2019 | Aug 7, 2019 | |
| Cliffwater LLC | 268,261 | $40,263k | Jun 30, 2019 | Aug 13, 2019 | |
| Financial Advisory Service Inc | 261,019 | $39,176k | Jun 30, 2019 | Jul 25, 2019 | |
| Sunesis Advisors LLC | 255,646 | $38,370k | Jun 30, 2019 | Aug 5, 2019 | |
| Mccutchen Group LLC | 250,000 | $37,523k | Jun 30, 2019 | Jul 25, 2019 | |
| JMG Financial Group Ltd | 240,147 | $36,044k | Jun 30, 2019 | Aug 2, 2019 | |
| Rezny Wealth Management Inc | 232,188 | $34,849k | Jun 30, 2019 | Jul 24, 2019 | |
| SYM Financial Corporation | 231,276 | $34,712k | Jun 30, 2019 | Jul 29, 2019 | |
| HUGH Johnson Advisors LLC | 230,928 | $34,660k | Jun 30, 2019 | Aug 6, 2019 | |
| Cedar Wealth Management LLC | 227,323 | $34,119k | Jun 30, 2019 | Jul 24, 2019 | |
| O'Brien Wealth Partners LLC | 204,915 | $31,260k | Jun 30, 2019 | Jul 8, 2019 | |
| Twin Focus Capital Partners LLC | 189,238 | $28,403k | Jun 30, 2019 | Aug 14, 2019 | |
| Evensky & KATZ LLC | 195,451 | $28,283k | Mar 31, 2019 | Aug 6, 2019 | |
| Estate Counselors LLC | 159,920 | $24,002k | Jun 30, 2019 | Aug 7, 2019 | |
| FORD Financial Group Inc | 155,244 | $23,300k | Jun 30, 2019 | Jul 25, 2019 | |
| Wooster Corthell Wealth Management Inc | 149,990 | $22,512k | Jun 30, 2019 | Jul 31, 2019 | |
| Peak Financial Management Inc | 145,168 | $21,788k | Jun 30, 2019 | Aug 1, 2019 | |
| Allen Investment Management LLC | 141,438 | $21,228k | Jun 30, 2019 | Aug 12, 2019 | |
| Merriman Wealth Management LLC | 13,463 | $20,349k | Jun 30, 2019 | Jul 31, 2019 | |
| Shayne & Co LLC | 124,574 | $18,697k | Jun 30, 2019 | Jul 24, 2019 | |
| Allsquare Wealth Management LLC | 123,905 | $18,597k | Jun 30, 2019 | Aug 13, 2019 | |
| DUFF & Phelps Investment Management Co | 121,105 | $18,177k | Jun 30, 2019 | Aug 2, 2019 | |
| JRM Investment Counsel LLC | 107,480 | $16,132k | Jun 30, 2019 | Aug 6, 2019 | |
| ELM Advisors LLC | 99,754 | $14,972k | Jun 30, 2019 | Jul 3, 2019 | |
| Crescent Grove Advisors LLC | 99,688 | $14,962k | Jun 30, 2019 | Aug 6, 2019 | |
| PURE Financial Advisors Inc | 99,090 | $14,872k | Jun 30, 2019 | Jul 11, 2019 | |
| Bridgeworth LLC | 97,083 | $14,571k | Jun 30, 2019 | Jul 25, 2019 | |
| Telos Capital Management Inc | 90,177 | $13,535k | Jun 30, 2019 | Jul 19, 2019 | |
| Foster Dykema Cabot & Co Incorporated | 84,563 | $12,692k | Jun 30, 2019 | Aug 6, 2019 | |
| Gilbert & COOK Inc | 82,932 | $12,447k | Jun 30, 2019 | Aug 5, 2019 | |
| BFSG LLC | 82,652 | $12,405k | Jun 30, 2019 | Jul 30, 2019 | |
| Newsquare Capital LLC | 80,864 | $12,137k | Jun 30, 2019 | Aug 20, 2019 | |
| Obermeyer WOOD Investment Counsel LLLP | 80,848 | $12,134k | Jun 30, 2019 | Aug 13, 2019 | |
| Portland Global Advisors LLC | 80,646 | $12,104k | Jun 30, 2019 | Jul 26, 2019 | |
| Stokes & Hubbell Capital Management LLC | 80,135 | $11,596k | Mar 31, 2019 | Apr 24, 2019 | |
| GM Advisory Group Inc | 73,880 | $11,089k | Jun 30, 2019 | Aug 9, 2019 | |
| Strategic Point Investment Advisors LLC | 73,744 | $11,068k | Jun 30, 2019 | Aug 14, 2019 | |
| Interocean Capital LLC | 72,497 | $10,881k | Jun 30, 2019 | Aug 13, 2019 | |
| Blankinship & Foster LLC | 72,415 | $10,869k | Jun 30, 2019 | Jul 30, 2019 | |
| Sigfig Wealth Management LLC | 72,463 | $10,847k | Jun 30, 2019 | Aug 5, 2019 | |
| The Northstar Group Inc | 71,381 | $10,714k | Jun 30, 2019 | Jul 12, 2019 | |
| Northstar Company LLC | 71,381 | $10,714k | Jun 30, 2019 | Jul 12, 2019 | |
| Cambridge Advisors Inc | 70,438 | $10,572k | Jun 30, 2019 | Jul 26, 2019 | |
| Cambridge Advisors LLC | 70,438 | $10,572k | Jun 30, 2019 | Jul 26, 2019 | |
| Sensible Financial Planning and Management LLC | 70,134 | $10,526k | Jun 30, 2019 | Aug 7, 2019 | |
| Quantitative Advantage LLC | 69,272 | $10,397k | Jun 30, 2019 | Aug 2, 2019 | |
| Fifth Third Securities Inc | 68,704 | $10,311k | Jun 30, 2019 | Jul 30, 2019 | |
| IRON Financial LLC | 70,884 | $10,258k | Jun 30, 2019 | Aug 2, 2019 | |
| Futureadvisor Inc | 103,711 | $10,238k | Sep 30, 2015 | Nov 17, 2015 | |
| Washington Capital Management Inc | 66,833 | $10,031k | Jun 30, 2019 | Aug 7, 2019 | |
| RAAB & Moskowitz Asset Management LLC | 64,365 | $9,660k | Jun 30, 2019 | Aug 9, 2019 | |
| Sigma Investment Counselors Inc | 58,731 | $8,815k | Jun 30, 2019 | Jul 23, 2019 | |
| Affiance Financial LLC | 57,202 | $8,585k | Jun 30, 2019 | Jul 11, 2019 | |
| EFG Asset Management Americas Corp | 56,909 | $8,570k | Jun 30, 2019 | Jul 9, 2019 | |
| Legacy Financial Strategies LLC | 55,831 | $8,533k | Jun 30, 2019 | Jul 15, 2019 | |
| Summit Financial Wealth Advisors LLC | 55,681 | $8,357k | Jun 30, 2019 | Jul 16, 2019 | |
| Summit Wealth Advisors Inc | 55,681 | $8,357k | Jun 30, 2019 | Jul 16, 2019 | |
| QS Investors LLC | 55,543 | $8,337k | Jun 30, 2019 | Aug 14, 2019 | |
| Mcadam LLC | 55,503 | $8,331k | Jun 30, 2019 | Jul 30, 2019 | |
| Connecticut Wealth Management LLC | 53,968 | $8,100k | Jun 30, 2019 | Jul 29, 2019 | |
| Lexaurum Advisors LLC | 53,216 | $7,987k | Jun 30, 2019 | Jul 19, 2019 | |
| Wellesley Investment Partners LLC | 49,803 | $7,475k | Jun 30, 2019 | Aug 5, 2019 | |
| Private Asset Management Inc | 48,483 | $7,277k | Jun 30, 2019 | Aug 14, 2019 | |
| Financial Asset Management Corp | 48,483 | $7,277k | Jun 30, 2019 | Aug 14, 2019 | |
| Asset Management Corporation | 48,483 | $7,277k | Jun 30, 2019 | Aug 14, 2019 | |
| Asset Management Group Inc | 48,483 | $7,277k | Jun 30, 2019 | Aug 14, 2019 | |
| Trust Asset Management LLC | 48,483 | $7,277k | Jun 30, 2019 | Aug 14, 2019 | |
| Asset Management Group Investment Corp | 48,483 | $7,277k | Jun 30, 2019 | Aug 14, 2019 | |
| Signature Financial Management Inc | 55,228 | $7,044k | Dec 31, 2018 | Feb 13, 2019 | |
| Brightworth LLC | 45,897 | $6,889k | Jun 30, 2019 | Jul 31, 2019 | |
| Northwest Wealth Management LLC | 45,617 | $6,847k | Jun 30, 2019 | Jul 23, 2019 | |
| Bingham Osborn & Scarborough LLC | 44,534 | $6,684k | Jun 30, 2019 | Aug 2, 2019 | |
| Sonata Capital Group Inc | 44,008 | $6,605k | Jun 30, 2019 | Aug 5, 2019 | |
| The Fiduciary Group LLC | 44,003 | $6,604k | Jun 30, 2019 | Aug 14, 2019 | |
| Sequoia Wealth Management LLC | 43,342 | $6,583k | Jun 30, 2019 | Aug 6, 2019 | |
| KMS Financial Services Inc | 62,799 | $6,358k | Sep 30, 2014 | Nov 17, 2014 | |
| BECK Capital Management LLC | 41,631 | $6,248k | Jun 30, 2019 | Aug 14, 2019 | |
| GFS Advisors LLC | 39,925 | $5,992k | Jun 30, 2019 | Aug 1, 2019 | |
| Liberty Capital Management Inc | 36,569 | $5,489k | Jun 30, 2019 | Jul 15, 2019 | |
| Foothills Asset Management Ltd | 35,474 | $5,324k | Jun 30, 2019 | Jul 17, 2019 | |
| Retirement Capital Strategies Inc | 33,956 | $5,097k | Jun 30, 2019 | Aug 2, 2019 | |
| Toroso Investments LLC | 33,465 | $5,023k | Jun 30, 2019 | Aug 15, 2019 | |
| Harfst and Associates Inc | 32,858 | $4,931k | Jun 30, 2019 | Aug 14, 2019 | |
| Overbrook Management Corporation | 30,334 | $4,553k | Jun 30, 2019 | Aug 13, 2019 | |
| Leonard Rickey Investment Advisors PLLC | 30,187 | $4,531k | Jun 30, 2019 | Jul 10, 2019 | |
| FORT PITT Capital Group LLC | 29,415 | $4,415k | Jun 30, 2019 | Aug 9, 2019 | |
| Drexel Morgan & Co | 29,021 | $4,356k | Jun 30, 2019 | Aug 8, 2019 | |
| Legacy Wealth Management Inc | 27,183 | $4,080k | Jun 30, 2019 | Jul 17, 2019 | |
| Legacy Wealth Management LLC | 27,183 | $4,080k | Jun 30, 2019 | Jul 17, 2019 | |
| The Mathes Company Inc | 26,270 | $3,943k | Jun 30, 2019 | Jul 29, 2019 | |
| Northstar Investment Advisors LLC | 24,461 | $3,671k | Jun 30, 2019 | Jul 17, 2019 | |
| Northstar Financial Advisors LLC | 24,461 | $3,671k | Jun 30, 2019 | Jul 17, 2019 | |
| Bronfman EL Rothschild LP | 23,683 | $3,555k | Jun 30, 2019 | Aug 12, 2019 | |
| Fairview Capital Investment Management LLC | 23,662 | $3,551k | Jun 30, 2019 | Aug 14, 2019 | |
| Wealthplan Partners Inc | 22,956 | $3,425k | Jun 30, 2019 | Aug 19, 2019 | |
| FORT Point Capital Partners LLC | 20,088 | $3,015k | Jun 30, 2019 | Aug 9, 2019 | |
| Lourd Capital LLC | 19,895 | $2,986k | Jun 30, 2019 | Jul 11, 2019 | |
| Lucia Wealth Services LLC | 18,526 | $2,781k | Jun 30, 2019 | Jul 23, 2019 | |
| Athena Capital Advisors LLC | 18,158 | $2,725k | Jun 30, 2019 | Aug 9, 2019 | |
| Folger Nolan Fleming Douglas Capital Management Inc | 18,120 | $2,720k | Jun 30, 2019 | Aug 9, 2019 | |
| Keeley-Teton Advisors LLC | 17,996 | $2,701k | Jun 30, 2019 | Aug 12, 2019 | |
| Barber Financial Group | 17,941 | $2,693k | Jun 30, 2019 | Aug 9, 2019 | |
| KWMG LLC | 17,808 | $2,673k | Jun 30, 2019 | Jul 10, 2019 | |
| Nicholas Hoffman & Company LLC | 17,528 | $2,631k | Jun 30, 2019 | Aug 12, 2019 | |
| Cfo4Life Group LLC | 17,459 | $2,620k | Jun 30, 2019 | Jul 29, 2019 | |
| Accredited Investors Inc | 16,613 | $2,494k | Jun 30, 2019 | Aug 13, 2019 | |
| Goldstein Munger + Associates | 16,489 | $2,475k | Jun 30, 2019 | Aug 2, 2019 | |
| Huber Financial Advisors LLC | 16,397 | $2,461k | Jun 30, 2019 | Aug 5, 2019 | |
| Strategic Financial Services Inc | 16,161 | $2,426k | Jun 30, 2019 | Aug 13, 2019 | |
| Altavista Wealth Management Inc | 15,227 | $2,285k | Jun 30, 2019 | Aug 13, 2019 | |
| Neumann Capital Management LLC | 15,091 | $2,265k | Jun 30, 2019 | Jul 25, 2019 | |
| Cadinha & Co LLC | 14,739 | $2,212k | Jun 30, 2019 | Aug 9, 2019 | |
| Confluence Wealth Management LLC | 14,442 | $2,168k | Jun 30, 2019 | Aug 9, 2019 | |
| Bouchey Financial Group Ltd | 14,061 | $2,110k | Jun 30, 2019 | Jul 11, 2019 | |
| Phillips Financial Management LLC | 13,509 | $2,042k | Jun 30, 2019 | Aug 6, 2019 | |
| Columbus Macro LLC | 13,527 | $2,030k | Jun 30, 2019 | Jul 16, 2019 | |
| Ridgewood Investments LLC | 13,484 | $2,024k | Jun 30, 2019 | Jul 12, 2019 | |
| Resource Planning Group Ltd | 13,220 | $1,984k | Jun 30, 2019 | Jul 18, 2019 | |
| Gentrust LLC | 13,167 | $1,976k | Jun 30, 2019 | Aug 2, 2019 | |
| Private Wealth Partners LLC | 12,925 | $1,940k | Jun 30, 2019 | Aug 6, 2019 | |
| and Wealth Partners LLC | 12,925 | $1,940k | Jun 30, 2019 | Aug 6, 2019 | |
| Nikulski Financial Inc | 12,738 | $1,938k | Jun 30, 2019 | Jul 22, 2019 | |
| Shakespeare Wealth Management Inc | 12,848 | $1,928k | Jun 30, 2019 | Aug 12, 2019 | |
| Landmark Financial Advisors LLC | 12,599 | $1,890k | Jun 30, 2019 | Aug 2, 2019 | |
| Boston Research and Management Inc | 12,380 | $1,858k | Jun 30, 2019 | Aug 7, 2019 | |
| Sowell Financial Services LLC | 11,845 | $1,714k | Mar 31, 2019 | May 15, 2019 | |
| SAND Hill Global Advisors LLC | 11,380 | $1,708k | Jun 30, 2019 | Aug 13, 2019 | |
| Parkside Advisors LLC | 11,341 | $1,702k | Jun 30, 2019 | Jul 10, 2019 | |
| REDW Stanley Financial Advisors LLC | 11,286 | $1,694k | Jun 30, 2019 | Aug 9, 2019 | |
| van Strum & Towne Inc | 11,224 | $1,685k | Jun 30, 2019 | Aug 12, 2019 | |
| Global Trust Asset Management LLC | 10,799 | $1,621k | Jun 30, 2019 | Jul 23, 2019 | |
| Meristem Family Wealth LLC | 10,470 | $1,571k | Jun 30, 2019 | Aug 6, 2019 | |
| COE Capital Management LLC | 10,367 | $1,556k | Jun 30, 2019 | Aug 14, 2019 | |
| American Investment Services Inc | 10,266 | $1,541k | Jun 30, 2019 | Aug 6, 2019 | |
| ACG Wealth Inc | 10,249 | $1,538k | Jun 30, 2019 | Aug 6, 2019 | |
| ORCA Investment Management LLC | 10,214 | $1,533k | Jun 30, 2019 | Jul 17, 2019 | |
| Cornell Pochily Investment Advisors Inc | 10,086 | $1,514k | Jun 30, 2019 | Jul 22, 2019 | |
| LGL Partners LLC | 10,028 | $1,505k | Jun 30, 2019 | Aug 14, 2019 | |
| Modera Wealth Management LLC | 9,771 | $1,467k | Jun 30, 2019 | Aug 7, 2019 | |
| Successful Portfolios LLC | 9,564 | $1,435k | Jun 30, 2019 | Jul 11, 2019 | |
| Aldebaran Financial Inc | 9,160 | $1,375k | Jun 30, 2019 | Aug 14, 2019 | |
| Wealthstreet Investment Advisors LLC | 8,940 | $1,342k | Jun 30, 2019 | Jul 16, 2019 | |
| Sitrin Capital Management LLC | 8,792 | $1,320k | Jun 30, 2019 | Jul 17, 2019 | |
| First Wilshire Securities Management Inc | 8,750 | $1,313k | Jun 30, 2019 | Aug 14, 2019 | |
| USA Financial Portformulas Corporation | 8,659 | $1,253k | Jun 30, 2019 | Aug 12, 2019 | |
| The Roosevelt Investment Group Inc | 8,114 | $1,218k | Jun 30, 2019 | Aug 8, 2019 | |
| Weitz Investment Management Inc | 8,068 | $1,211k | Jun 30, 2019 | Aug 8, 2019 | |
| LVW Advisors LLC | 7,828 | $1,175k | Jun 30, 2019 | Aug 14, 2019 | |
| BTR Capital Management Inc | 7,776 | $1,167k | Jun 30, 2019 | Jul 18, 2019 | |
| West Coast Financial LLC | 7,714 | $1,158k | Jun 30, 2019 | Jul 16, 2019 | |
| Pinkerton Retirement Specialists LLC | 7,123 | $1,069k | Jun 30, 2019 | Aug 6, 2019 | |
| Birch Hill Investment Advisors LLC | 7,121 | $1,069k | Jun 30, 2019 | Jul 22, 2019 | |
| Osborne Partners Capital Management LLC | 7,071 | $1,061k | Jun 30, 2019 | Jul 18, 2019 | |
| Kayne Anderson Rudnick Investment Management LLC | 6,973 | $1,046k | Jun 30, 2019 | Aug 14, 2019 | |
| Emery & Howard Portfolio Management | 6,890 | $1,034k | Jun 30, 2019 | Aug 9, 2019 | |
| White Lighthouse Investment Management Inc | 6,784 | $1,018k | Jun 30, 2019 | Jul 31, 2019 | |
| Harwood Advisory Group LLC | 6,192 | $929k | Jun 30, 2019 | Aug 7, 2019 | |
| Main Street Research LLC | 5,899 | $885k | Jun 30, 2019 | Aug 8, 2019 | |
| Exchange Capital Management Inc | 5,805 | $871k | Jun 30, 2019 | Jul 22, 2019 | |
| Liberty Street Advisors Inc | 8,351 | $871k | Dec 31, 2015 | Feb 8, 2016 | |
| Coyle Financial Counsel LLC | 5,539 | $831k | Jun 30, 2019 | Aug 13, 2019 | |
| HT Partners LLC | 5,384 | $808k | Jun 30, 2019 | Jul 9, 2019 | |
| HM Capital Management LLC | 5,359 | $804k | Jun 30, 2019 | Jul 24, 2019 | |
| Ausdal Financial Partners Inc | 5,163 | $794k | Jun 30, 2019 | Aug 5, 2019 | |
| Abbrea Capital LLC | 5,234 | $786k | Jun 30, 2019 | Jul 31, 2019 | |
| Certified Advisory Corp | 5,161 | $775k | Jun 30, 2019 | Aug 7, 2019 | |
| Berkshire Money Management Inc | 5,126 | $769k | Jun 30, 2019 | Jul 29, 2019 | |
| Fulcrum Capital LLC | 5,000 | $750k | Jun 30, 2019 | Jul 29, 2019 | |
| Rossmore Private Capital LLC | 4,854 | $729k | Jun 30, 2019 | Aug 5, 2019 | |
| Harbor Advisory Corporation | 4,689 | $704k | Jun 30, 2019 | Jul 30, 2019 | |
| Harbor Investment Advisory LLC | 4,689 | $704k | Jun 30, 2019 | Jul 30, 2019 | |
| Berkeley Capital Partners LLC | 4,686 | $703k | Jun 30, 2019 | Aug 8, 2019 | |
| Spears Abacus Advisors LLC | 4,632 | $695k | Jun 30, 2019 | Aug 9, 2019 | |
| Quadrant Private Wealth Management LLC | 4,565 | $685k | Jun 30, 2019 | Aug 13, 2019 | |
| Acorn Wealth Advisors LLC | 4,552 | $680k | Jun 30, 2019 | Aug 14, 2019 | |
| Cypress Capital Management LLC | 4,203 | $631k | Jun 30, 2019 | Aug 5, 2019 | |
| WE ARE One Seven LLC | 4,127 | $619k | Jun 30, 2019 | Jul 16, 2019 | |
| Chatham Capital Group Inc | 4,110 | $617k | Jun 30, 2019 | Jul 24, 2019 | |
| Alesco Advisors LLC | 3,997 | $600k | Jun 30, 2019 | Aug 14, 2019 | |
| Newfocus Financial Group LLC | 3,993 | $599k | Jun 30, 2019 | Jul 23, 2019 | |
| Lyell Wealth Management LP | 3,894 | $584k | Jun 30, 2019 | Aug 1, 2019 | |
| Evermay Wealth Management LLC | 3,838 | $576k | Jun 30, 2019 | Jul 23, 2019 | |
| 1919 Investment Counsel LLC | 5,664 | $574k | Sep 30, 2014 | Nov 14, 2014 | |
| KOPP Investment Advisors LLC | 3,800 | $570k | Jun 30, 2019 | Aug 14, 2019 | |
| Bristlecone Advisors LLC | 3,776 | $567k | Jun 30, 2019 | Jul 19, 2019 | |
| Iconiq Capital LLC | 3,722 | $559k | Jun 30, 2019 | Aug 15, 2019 | |
| Managed Account Services Inc | 3,653 | $557k | Jun 30, 2019 | Jul 15, 2019 | |
| Independence Advisors LLC | 3,593 | $539k | Jun 30, 2019 | Aug 12, 2019 | |
| Independence Financial Advisors LLC | 3,593 | $539k | Jun 30, 2019 | Aug 12, 2019 | |
| Port Capital LLC | 3,485 | $523k | Jun 30, 2019 | Aug 14, 2019 | |
| The Financial Consulate Inc | 3,464 | $520k | Jun 30, 2019 | Jul 24, 2019 | |
| Vista Investment Management LLC | 3,426 | $514k | Jun 30, 2019 | Aug 14, 2019 | |
| Shepherd Financial Partners LLC | 3,393 | $509k | Jun 30, 2019 | Aug 5, 2019 | |
| LLBH Private Wealth Management LLC | 3,374 | $506k | Jun 30, 2019 | Aug 13, 2019 | |
| American Asset Management Inc | 3,336 | $501k | Jun 30, 2019 | Jul 31, 2019 | |
| WSFS Capital Management LLC | 3,337 | $501k | Jun 30, 2019 | Aug 14, 2019 | |
| Cobiz Wealth LLC | 3,323 | $499k | Jun 30, 2019 | Jul 8, 2019 | |
| Clifford SWAN Investment Counsel LLC | 3,232 | $485k | Jun 30, 2019 | Aug 13, 2019 | |
| Peterson Wealth Advisors LLC | 3,139 | $471k | Jun 30, 2019 | Jul 15, 2019 | |
| BHK Investment Advisors LLC | 3,118 | $468k | Jun 30, 2019 | Aug 2, 2019 | |
| Bluesky Wealth Advisors LLC | 3,085 | $463k | Jun 30, 2019 | Aug 5, 2019 | |
| Polaris Greystone Financial Group LLC | 3,048 | $461k | Jun 30, 2019 | Jul 25, 2019 | |
| Stony Point Wealth Management Inc | 3,006 | $457k | Jun 30, 2019 | Jul 23, 2019 | |
| ZWJ Investment Counsel Inc | 3,032 | $455k | Jun 30, 2019 | Jul 24, 2019 | |
| Crabel Capital Management LLC | 3,031 | $455k | Jun 30, 2019 | Aug 13, 2019 | |
| Cahill Financial Advisors Inc | 3,003 | $451k | Jun 30, 2019 | Aug 14, 2019 | |
| Mcguire Investment Group LLC | 3,003 | $451k | Jun 30, 2019 | Jul 25, 2019 | |
| Financial Life Advisors LLC | 2,925 | $439k | Jun 30, 2019 | Jul 29, 2019 | |
| Parthenon LLC | 2,866 | $430k | Jun 30, 2019 | Jul 29, 2019 | |
| Woodstock Corporation | 2,855 | $429k | Jun 30, 2019 | Jul 3, 2019 | |
| American Financial Network Advisory Services LLC | 2,784 | $415k | Jun 30, 2019 | Aug 9, 2019 | |
| Janney Capital Management LLC | 2,750 | $413k | Jun 30, 2019 | Jul 29, 2019 | |
| KARP Capital Management Corporation | 2,729 | $410k | Jun 30, 2019 | Aug 8, 2019 | |
| Strategic Advisors LLC | 2,658 | $398k | Jun 30, 2019 | Jul 22, 2019 | |
| Strategic Investment Advisors LLC | 2,658 | $398k | Jun 30, 2019 | Jul 22, 2019 | |
| Strategic Investment Advisors Inc | 2,658 | $398k | Jun 30, 2019 | Jul 22, 2019 | |
| Spearhead Capital Advisors LLC | 2,638 | $396k | Jun 30, 2019 | Jul 17, 2019 | |
| Investment Counsel Inc | 2,492 | $382k | Jun 30, 2019 | Jul 29, 2019 | |
| Private Counsel Group Ltd | 2,492 | $382k | Jun 30, 2019 | Jul 29, 2019 | |
| Shepherd Kaplan Krochuk LLC | 2,511 | $377k | Jun 30, 2019 | Aug 12, 2019 | |
| BSW Wealth Partners LLC | 2,474 | $371k | Jun 30, 2019 | Aug 13, 2019 | |
| Sicart Associates LLC | 2,475 | $371k | Jun 30, 2019 | Jul 23, 2019 | |
| Greatmark Investment Partners Inc | 2,380 | $357k | Jun 30, 2019 | Aug 5, 2019 | |
| Highland Private Wealth Management | 2,323 | $349k | Jun 30, 2019 | Aug 13, 2019 | |
| Southeast Asset Advisors Inc | 2,310 | $347k | Jun 30, 2019 | Aug 14, 2019 | |
| Granite Group Advisors LLC | 2,259 | $339k | Jun 30, 2019 | Jul 23, 2019 | |
| Granite Investment Advisors LLC | 2,259 | $339k | Jun 30, 2019 | Jul 23, 2019 | |
| Northstar Asset Management LLC | 2,230 | $335k | Jun 30, 2019 | Jul 16, 2019 | |
| Provident Investment Management Inc | 2,205 | $331k | Jun 30, 2019 | Aug 8, 2019 | |
| GHP Investment Advisors Inc | 2,115 | $317k | Jun 30, 2019 | Aug 2, 2019 | |
| Westover Capital Advisors LLC | 2,115 | $317k | Jun 30, 2019 | Aug 13, 2019 | |
| Klingman and Associates LLC | 2,051 | $308k | Jun 30, 2019 | Jul 24, 2019 | |
| Acropolis Investment Management LLC | 2,036 | $306k | Jun 30, 2019 | Jul 11, 2019 | |
| Lejeune Puetz Investment Counsel | 2,035 | $305k | Jun 30, 2019 | Jul 29, 2019 | |
| Northstar Wealth Partners LLC | 1,997 | $300k | Jun 30, 2019 | Aug 15, 2019 | |
| Meridian Investment Counsel Inc | 1,937 | $291k | Jun 30, 2019 | Aug 13, 2019 | |
| Wealth and Pension Services Group Inc | 1,903 | $286k | Jun 30, 2019 | Aug 15, 2019 | |
| Avondale Wealth Management LLC | 1,875 | $281k | Jun 30, 2019 | Jul 26, 2019 | |
| Vishria BIRD Financial Group LLC | 1,875 | $281k | Jun 30, 2019 | Jul 15, 2019 | |
| Brasada Capital Management LP | 1,832 | $280k | Jun 30, 2019 | Aug 7, 2019 | |
| West Branch Capital LLC | 1,820 | $273k | Jun 30, 2019 | Aug 5, 2019 | |
| Kingfisher Capital LLC | 1,817 | $273k | Jun 30, 2019 | Aug 14, 2019 | |
| Vision Capital Management Inc | 1,798 | $270k | Jun 30, 2019 | Jul 29, 2019 | |
| Vision Capital Management Corporation | 1,798 | $270k | Jun 30, 2019 | Jul 29, 2019 | |
| Moneywise Inc | 1,733 | $260k | Jun 30, 2019 | Jul 17, 2019 | |
| Round Table Services LLC | 1,676 | $252k | Jun 30, 2019 | Jul 17, 2019 | |
| Spectrum Management Group Inc | 1,660 | $249k | Jun 30, 2019 | Aug 2, 2019 | |
| Spectrum Group Management LLC | 1,660 | $249k | Jun 30, 2019 | Aug 2, 2019 | |
| Cardan Capital Partners LLC | 1,660 | $249k | Jun 30, 2019 | Jul 16, 2019 | |
| The Retirement Planning Group Inc | 1,627 | $244k | Jun 30, 2019 | Jul 25, 2019 | |
| Thomas Story and SON LLC | 1,600 | $240k | Jun 30, 2019 | Jul 29, 2019 | |
| HMS Capital Management LLC | 1,600 | $240k | Put | Jun 30, 2019 | Jul 12, 2019 |
| Armbruster Capital Management Inc | 1,575 | $236k | Jun 30, 2019 | Jul 18, 2019 | |
| Mccollum Christoferson Group LLC | 1,561 | $234k | Jun 30, 2019 | Jul 11, 2019 | |
| AULL & Monroe Investment Management Corp | 1,535 | $231k | Jun 30, 2019 | Jul 29, 2019 | |
| Beese Fulmer Investment Management Inc | 1,506 | $226k | Jun 30, 2019 | Jul 5, 2019 | |
| WP Advisors LLC | 1,505 | $226k | Jun 30, 2019 | Jul 23, 2019 | |
| Abbot Financial Management Inc | 1,491 | $224k | Jun 30, 2019 | Aug 8, 2019 | |
| Sadoff Investment Management LLC | 1,487 | $223k | Jun 30, 2019 | Aug 7, 2019 | |
| Foundations Investment Advisors LLC | 1,457 | $222k | Jun 30, 2019 | Jul 8, 2019 | |
| Willow Creek Wealth Management Inc | 1,455 | $218k | Jun 30, 2019 | Jul 22, 2019 | |
| Summit Asset Management LLC | 1,436 | $216k | Jun 30, 2019 | Aug 7, 2019 | |
| California Capital Advisors Inc | 1,425 | $214k | Jun 30, 2019 | Jul 15, 2019 | |
| Cornerstone Advisory LLC | 1,378 | $207k | Jun 30, 2019 | Aug 8, 2019 | |
| JGP Wealth Management LLC | 1,361 | $204k | Jun 30, 2019 | Jul 15, 2019 | |
| Dynasty Wealth Management LLC | 1,585 | $202k | Dec 31, 2018 | Feb 12, 2019 | |
| Kelman Lazarov Inc | 1,341 | $201k | Jun 30, 2019 | Jul 22, 2019 | |
| Phoenix Investment Adviser LLC | 1,340 | $201k | Jun 30, 2019 | Aug 12, 2019 | |
| Garland Capital Management Inc | 800 | $120k | Jun 30, 2019 | Jul 24, 2019 | |
| Financial Advantage Inc | 700 | $105k | Jun 30, 2019 | Jul 23, 2019 | |
| Tower VIEW Investment Management & Research LLC | 590 | $89k | Jun 30, 2019 | Jul 17, 2019 | |
| Transamerica Financial Advisors Inc | 584 | $88k | Jun 30, 2019 | Aug 21, 2019 | |
| Ironwood Wealth Management LLC | 581 | $87k | Jun 30, 2019 | Aug 14, 2019 | |
| Interactive Financial Advisors Inc | 554 | $83k | Jun 30, 2019 | Jul 17, 2019 | |
| America First Investment Advisors LLC | 437 | $66k | Jun 30, 2019 | Jul 29, 2019 | |
| Mcmillion Capital Management Inc | 275 | $41k | Jun 30, 2019 | Jul 25, 2019 | |
| Stewart & Patten Co LLC | 200 | $30k | Jun 30, 2019 | Jul 17, 2019 | |
| New Potomac Partners LLC | 150 | $23k | Jun 30, 2019 | Jul 26, 2019 | |
| Hirtle Callaghan & Co LLC | 145 | $22k | Jun 30, 2019 | Aug 13, 2019 | |
| Biltmore Family Office LLC | 145 | $22k | Jun 30, 2019 | Jul 31, 2019 |