Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 2351 | FUSION FAMILY WEALTH LLC | 05-06-2020 | 03-31-2020 | 126 | 373,037,000 |
| 2352 | RSM US WEALTH MANAGEMENT LLC | 05-28-2020 | 12-31-2019 | 196 | 1,007,286,000 |
| 2353 | NELSON ROBERTS INVESTMENT ADVISORS LLC | 05-12-2020 | 03-31-2020 | 87 | 372,389,000 |
| 2354 | KEYSTONE FINANCIAL GROUP | 05-05-2020 | 03-31-2020 | 249 | 372,228,000 |
| 2355 | MCADAM LLC | 05-07-2020 | 03-31-2020 | 107 | 372,011,000 |
