Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 2101 | CKW FINANCIAL GROUP | 08-09-2019 | 06-30-2019 | 166 | 495,361,000 |
| 2102 | MERRIMAN WEALTH MANAGEMENT LLC | 10-17-2019 | 09-30-2019 | 173 | 494,400,000 |
| 2103 | BASSO CAPITAL MANAGEMENT LP | 11-14-2019 | 09-30-2019 | 242 | 494,018,000 |
| 2104 | TOTAL INVESTMENT MANAGEMENT INC | 10-28-2019 | 09-30-2019 | 52 | 493,250,000 |
| 2105 | EMERY HOWARD PORTFOLIO MANAGEMENT INC | 11-05-2019 | 09-30-2019 | 33 | 492,816,000 |
| 2106 | GREENHOUSE FUNDS LLLP | 11-14-2019 | 09-30-2019 | 35 | 492,666,000 |
| 2107 | TOMPKINS FINANCIAL CORP | 01-10-2020 | 12-31-2019 | 413 | 492,142,000 |
| 2108 | JNBA FINANCIAL ADVISORS | 11-01-2019 | 09-30-2019 | 593 | 491,664,000 |
| 2109 | PERIGON WEALTH MANAGEMENT LLC | 01-13-2020 | 12-31-2019 | 278 | 489,959,000 |
| 2110 | SALOMON & LUDWIN LLC | 11-06-2019 | 09-30-2019 | 215 | 489,244,000 |
| 2111 | ANTIPODES PARTNERS LTD | 08-14-2019 | 06-30-2019 | 27 | 488,998,390 |
| 2112 | ANCHOR BOLT CAPITAL LP | 11-14-2019 | 09-30-2019 | 35 | 487,739,000 |
| 2113 | KOVACK ADVISORS INC | 10-30-2019 | 09-30-2019 | 551 | 487,379,000 |
| 2114 | EVANSON ASSET MANAGEMENT LLC | 10-10-2019 | 09-30-2019 | 236 | 486,834,000 |
| 2115 | PEKIN HARDY STRAUSS INC | 11-11-2019 | 09-30-2019 | 196 | 486,739,000 |
| 2116 | QVT FINANCIAL LP | 11-14-2019 | 09-30-2019 | 53 | 486,661,000 |
| 2117 | SHEETS SMITH WEALTH MANAGEMENT | 10-25-2019 | 09-30-2019 | 292 | 486,343,000 |
| 2118 | 10-15 ASSOCIATES INC | 11-12-2019 | 09-30-2019 | 98 | 485,853,000 |
| 2119 | CRESCENT PARK MANAGEMENT LP | 11-13-2019 | 09-30-2019 | 21 | 484,758,000 |
| 2120 | OAKTOP CAPITAL MANAGEMENT II LP | 11-08-2019 | 09-30-2019 | 17 | 484,273,000 |
| 2121 | SYMMETRY PARTNERS LLC | 11-04-2019 | 09-30-2019 | 332 | 484,111,000 |
| 2122 | JAMES HAMBRO & PARTNERS | 11-04-2019 | 09-30-2019 | 47 | 483,624,000 |
| 2123 | ARROW FINANCIAL CORP | 10-28-2019 | 09-30-2019 | 709 | 481,742,000 |
| 2124 | BRIDGECREEK INVESTMENT MANAGEMENT LLC | 11-12-2019 | 09-30-2019 | 119 | 481,701,000 |
| 2125 | BRUCE & CO INC | 11-14-2019 | 09-30-2019 | 41 | 481,649,000 |
| 2126 | BAXTER BROS INC | 01-09-2020 | 12-31-2019 | 116 | 481,402,000 |
| 2127 | BRIGHTWORTH | 10-29-2019 | 09-30-2019 | 91 | 481,324,000 |
| 2128 | WESTERN WEALTH MANAGEMENT LLC | 11-07-2019 | 09-30-2019 | 387 | 480,498,000 |
| 2129 | TIGER EYE CAPITAL LLC | 08-14-2019 | 06-30-2019 | 46 | 480,192,000 |
| 2130 | WG SHAHEEN & ASSOCIATES DBA WHITNEY & CO | 11-07-2019 | 09-30-2019 | 106 | 479,257,000 |
| 2131 | CHANGE PATH LLC | 08-14-2019 | 06-30-2019 | 287 | 475,985,000 |
| 2132 | STOKES & HUBBELL CAPITAL MANAGEMENT LLC | 04-24-2019 | 03-31-2019 | 134 | 475,651,000 |
| 2133 | BEACON POINTE WEALTH ADVISORS LLC | 11-14-2019 | 09-30-2019 | 257 | 474,893,000 |
| 2134 | CABOT WEALTH MANAGEMENT INC | 10-31-2019 | 09-30-2019 | 130 | 473,277,000 |
| 2135 | VAN HULZEN ASSET MANAGEMENT LLC | 10-29-2019 | 09-30-2019 | 262 | 473,195,000 |
| 2136 | SPC FINANCIAL INC | 10-18-2019 | 09-30-2019 | 124 | 473,143,000 |
| 2137 | JET CAPITAL INVESTORS L P | 11-14-2019 | 09-30-2019 | 26 | 473,051,000 |
| 2138 | FORESITE CAPITAL MANAGEMENT II LLC | 11-13-2019 | 09-30-2019 | 7 | 473,022,000 |
| 2139 | GLADSTONE CAPITAL MANAGEMENT LLP | 10-31-2019 | 09-30-2019 | 10 | 472,760,000 |
| 2140 | BLUE CHIP PARTNERS INC | 10-29-2019 | 09-30-2019 | 140 | 472,716,000 |
| 2141 | FIRST FIDUCIARY INVESTMENT COUNSEL INC | 11-15-2019 | 09-30-2019 | 42 | 472,437,000 |
| 2142 | RETIREMENT PLANNING GROUP | 10-24-2019 | 09-30-2019 | 69 | 472,361,000 |
| 2143 | SUNCOAST EQUITY MANAGEMENT | 10-16-2019 | 09-30-2019 | 39 | 471,886,000 |
| 2144 | AWM INVESTMENT COMPANY INC | 11-12-2019 | 09-30-2019 | 97 | 471,277,000 |
| 2145 | ROPES WEALTH ADVISORS LLC | 11-05-2019 | 09-30-2019 | 554 | 471,274,000 |
| 2146 | BURNS J W & CO INC/NY | 01-07-2020 | 12-31-2019 | 164 | 470,918,000 |
| 2147 | CIRCLE WEALTH MANAGEMENT LLC | 11-15-2019 | 09-30-2019 | 167 | 469,856,000 |
| 2148 | STAIRWAY PARTNERS LLC | 01-07-2020 | 12-31-2019 | 10 | 469,118,000 |
| 2149 | ALPINE GLOBAL MANAGEMENT LLC | 01-16-2020 | 12-31-2019 | 413 | 468,733,000 |
| 2150 | INCLINE GLOBAL MANAGEMENT LLC | 11-14-2019 | 09-30-2019 | 20 | 468,128,000 |
| 2151 | PARTHENON LLC | 10-31-2019 | 09-30-2019 | 105 | 467,543,000 |