Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 2251 | KORE PRIVATE WEALTH LLC | 08-13-2019 | 06-30-2019 | 224 | 438,186,000 |
| 2252 | PRIVATE CAPITAL GROUP LLC | 08-15-2019 | 06-30-2019 | 2335 | 438,147,000 |
| 2253 | MILLER INVESTMENT MANAGEMENT LP | 08-01-2019 | 06-30-2019 | 77 | 437,794,000 |
| 2254 | BAXTER BROS INC | 07-29-2019 | 06-30-2019 | 119 | 437,690,000 |
| 2255 | GRACE & WHITE INC /NY | 07-19-2019 | 06-30-2019 | 152 | 437,621,000 |
| 2256 | KOVACK ADVISORS INC | 08-13-2019 | 06-30-2019 | 503 | 437,499,000 |
| 2257 | WEST COAST FINANCIAL LLC | 07-12-2019 | 06-30-2019 | 109 | 437,338,000 |
| 2258 | HILL PATH CAPITAL LP | 05-14-2019 | 03-31-2019 | 2 | 435,893,000 |
| 2259 | UNITED ASSET STRATEGIES INC | 07-31-2019 | 06-30-2019 | 190 | 435,233,000 |
| 2260 | LVZ ADVISORS INC | 07-12-2019 | 06-30-2019 | 54 | 435,036,000 |
| 2261 | MAIN MANAGEMENT ETF ADVISORS LLC | 08-08-2019 | 06-30-2019 | 11 | 434,034,000 |
| 2262 | CAMDEN NATIONAL BANK | 08-08-2019 | 06-30-2019 | 195 | 433,894,000 |
| 2263 | TRIODOS INVESTMENT MANAGEMENT BV | 07-30-2019 | 06-30-2019 | 36 | 432,871,000 |
| 2264 | MV CAPITAL MANAGEMENT INC | 08-07-2019 | 06-30-2019 | 354 | 432,542,000 |
| 2265 | ALMANACK INVESTMENT PARTNERS LLC | 07-31-2019 | 06-30-2019 | 278 | 432,490,790 |
| 2266 | BURNS J W & CO INC/NY | 07-09-2019 | 06-30-2019 | 167 | 432,244,000 |
| 2267 | M HOLDINGS SECURITIES INC | 05-17-2019 | 03-31-2019 | 361 | 432,235,000 |
| 2268 | MD SASS INVESTORS SERVICES INC | 08-13-2019 | 06-30-2019 | 108 | 432,064,000 |
| 2269 | HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 07-16-2019 | 06-30-2019 | 176 | 431,585,000 |
| 2270 | WAGNER BOWMAN MANAGEMENT CORP | 08-01-2019 | 06-30-2019 | 233 | 431,368,000 |
| 2271 | WILLINGDON WEALTH MANAGEMENT | 08-01-2019 | 06-30-2019 | 317 | 430,805,000 |
| 2272 | CHEMUNG CANAL TRUST CO | 07-11-2019 | 06-30-2019 | 218 | 430,114,000 |
| 2273 | MARK ASSET MANAGEMENT LP | 08-14-2019 | 06-30-2019 | 61 | 429,450,000 |
| 2274 | JAFFETILCHIN INVESTMENT PARTNERS LLC | 08-02-2019 | 06-30-2019 | 258 | 429,292,000 |
| 2275 | LSP INVESTMENT ADVISORS LLC | 05-15-2019 | 03-31-2019 | 23 | 428,808,000 |
| 2276 | EXENCIAL WEALTH ADVISORS LLC | 08-13-2019 | 06-30-2019 | 227 | 428,658,000 |
| 2277 | PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 08-14-2019 | 06-30-2019 | 206 | 428,175,000 |
| 2278 | DUNDAS PARTNERS LLP | 08-01-2019 | 06-30-2019 | 31 | 428,065,000 |
| 2279 | WELL DONE LLC | 07-18-2019 | 06-30-2019 | 145 | 428,060,000 |
| 2280 | GRAVES-LIGHT PRIVATE WEALTH MANAGEMENT INC | 07-22-2019 | 06-30-2019 | 176 | 427,356,000 |
| 2281 | PERIGON WEALTH MANAGEMENT LLC | 08-05-2019 | 06-30-2019 | 244 | 427,117,000 |
| 2282 | HIGHPOINT ADVISOR GROUP LLC | 08-15-2019 | 06-30-2019 | 492 | 427,087,000 |
| 2283 | RBO & CO LLC | 08-12-2019 | 06-30-2019 | 40 | 426,457,000 |
| 2284 | ADELPHI CAPITAL LLP | 07-30-2019 | 06-30-2019 | 3 | 426,407,000 |
| 2285 | RPG INVESTMENT ADVISORY LLC | 07-09-2019 | 06-30-2019 | 265 | 424,770,000 |
| 2286 | RPTC INC | 08-06-2019 | 06-30-2019 | 11 | 424,659,000 |
| 2287 | PREMIER ASSET MANAGEMENT LLC | 08-04-2019 | 06-30-2019 | 143 | 424,404,000 |
| 2288 | BRUDERMAN ASSET MANAGEMENT LLC | 08-12-2019 | 06-30-2019 | 115 | 423,745,000 |
| 2289 | STA WEALTH MANAGEMENT LLC | 08-12-2019 | 06-30-2019 | 146 | 422,953,000 |
| 2290 | ENGLE CAPITAL MANAGEMENT LP | 08-14-2019 | 06-30-2019 | 21 | 421,900,000 |
| 2291 | VALLEY FORGE CAPITAL MANAGEMENT LP | 08-14-2019 | 06-30-2019 | 9 | 421,802,000 |
| 2292 | BIONDO INVESTMENT ADVISORS LLC | 08-06-2019 | 06-30-2019 | 88 | 421,784,000 |
| 2293 | BRISTLECONE ADVISORS LLC | 07-19-2019 | 06-30-2019 | 178 | 421,271,000 |
| 2294 | SCHNEIDER CAPITAL MANAGEMENT CORP | 08-14-2019 | 06-30-2019 | 43 | 420,854,000 |
| 2295 | CAPITAL INTERNATIONAL LTD /CA/ | 08-14-2019 | 06-30-2019 | 136 | 420,698,000 |
| 2296 | ACTIAM NV | 08-06-2019 | 06-30-2019 | 4 | 420,625,000 |
| 2297 | QUANTUM CAPITAL MANAGEMENT LLC / NJ | 08-14-2019 | 06-30-2019 | 35 | 420,180,000 |
| 2298 | MONEY DESIGN COLTD | 07-09-2019 | 06-30-2019 | 52 | 420,150,000 |
| 2299 | QUBE RESEARCH & TECHNOLOGIES LTD | 08-02-2019 | 06-30-2019 | 386 | 420,031,000 |
| 2300 | RVW WEALTH LLC | 07-05-2019 | 06-30-2019 | 66 | 420,007,000 |
| 2301 | LODGE HILL CAPITAL LLC | 08-13-2019 | 06-30-2019 | 34 | 419,685,000 |