Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 3651 | HHM WEALTH ADVISORS LLC | 08-13-2019 | 06-30-2019 | 74 | 169,655,000 |
| 3652 | LONG ROAD INVESTMENT COUNSEL LLC | 08-08-2019 | 06-30-2019 | 72 | 169,588,000 |
| 3653 | TOTAL WEALTH PLANNING LLC | 08-06-2019 | 06-30-2019 | 34 | 169,270,000 |
| 3654 | FIRST UNITED BANK TRUST/ | 07-09-2019 | 06-30-2019 | 122 | 169,251,000 |
| 3655 | GRS ADVISORS LLC | 08-14-2019 | 06-30-2019 | 22 | 169,059,000 |
| 3656 | GQ ASSET MANAGEMENT LLC | 08-09-2019 | 06-30-2019 | 133 | 169,010,000 |
| 3657 | CALIXTO GLOBAL INVESTORS LP | 07-19-2019 | 06-30-2019 | 13 | 168,951,000 |
| 3658 | SEMPER AUGUSTUS INVESTMENTS GROUP LLC | 08-13-2019 | 06-30-2019 | 27 | 168,801,000 |
| 3659 | LUCERNE CAPITAL MANAGEMENT LP | 08-01-2019 | 06-30-2019 | 2 | 168,652,000 |
| 3660 | PROVIDENCE CAPITAL ADVISORS LLC | 08-13-2019 | 06-30-2019 | 257 | 168,640,000 |
| 3661 | NORTHWOOD LIQUID MANAGEMENT LP | 05-15-2019 | 03-31-2019 | 19 | 168,543,000 |
| 3662 | RPG FAMILY WEALTH ADVISORY LLC | 08-13-2019 | 06-30-2019 | 278 | 168,454,986 |
| 3663 | BANDERA PARTNERS LLC | 08-13-2019 | 06-30-2019 | 15 | 168,444,000 |
| 3664 | SUMMIT WEALTH & RETIREMENT PLANNING INC | 05-08-2019 | 03-31-2019 | 130 | 168,367,000 |
| 3665 | STEVENS FIRST PRINCIPLES INVESTMENT ADVISORS | 04-18-2019 | 03-31-2019 | 158 | 167,930,000 |
| 3666 | F&V CAPITAL MANAGEMENT LLC | 07-12-2019 | 06-30-2019 | 55 | 167,878,000 |
| 3667 | HOCHMAN COLE INVESTMENT ADVISORS INC | 08-06-2019 | 06-30-2019 | 110 | 167,696,000 |
| 3668 | ELKHORN PARTNERS LIMITED PARTNERSHIP | 08-14-2019 | 06-30-2019 | 37 | 167,657,000 |
| 3669 | COTTAGE STREET ADVISORS LLC | 08-01-2019 | 06-30-2019 | 98 | 167,493,000 |
| 3670 | FORT BAKER CAPITAL MANAGEMENT LP | 05-15-2019 | 03-31-2019 | 31 | 167,365,000 |
| 3671 | MURPHY POHLAD ASSET MANAGEMENT LLC | 08-06-2019 | 06-30-2019 | 93 | 167,307,000 |
| 3672 | WEST OAK CAPITAL LLC | 07-12-2019 | 06-30-2019 | 327 | 167,277,000 |
| 3673 | REDW WEALTH LLC | 08-09-2019 | 06-30-2019 | 99 | 167,209,000 |
| 3674 | SIMPLIFI INC | 07-17-2019 | 06-30-2019 | 18 | 167,190,000 |
| 3675 | FIRST NATIONAL BANK OF HUTCHINSON | 07-30-2019 | 06-30-2019 | 129 | 167,024,000 |
| 3676 | DIMEO SCHNEIDER & ASSOCIATES LLC | 08-13-2019 | 06-30-2019 | 19 | 166,995,000 |
| 3677 | PREMISE CAPITAL LLC | 08-13-2019 | 06-30-2019 | 15 | 166,993,000 |
| 3678 | LOWE WEALTH ADVISORS LLC | 07-09-2019 | 06-30-2019 | 314 | 166,586,000 |
| 3679 | G&S CAPITAL LLC | 07-19-2019 | 06-30-2019 | 227 | 166,554,000 |
| 3680 | ABACUS PLANNING GROUP INC | 08-09-2019 | 06-30-2019 | 166 | 166,471,000 |
| 3681 | CRA FINANCIAL SERVICES LLC | 07-22-2019 | 06-30-2019 | 169 | 166,459,000 |
| 3682 | SILVERLEAFE CAPITAL PARTNERS LLC | 07-03-2019 | 06-30-2019 | 65 | 166,331,000 |
| 3683 | RESOURCE AMERICA INC | 08-02-2019 | 06-30-2019 | 38 | 166,319,000 |
| 3684 | BROOKMONT CAPITAL MANAGEMENT | 07-18-2019 | 06-30-2019 | 68 | 166,318,000 |
| 3685 | REZNY WEALTH MANAGEMENT INC | 07-23-2019 | 06-30-2019 | 13 | 166,054,000 |
| 3686 | VANTIS INVESTMENT ADVISERS LP | 08-08-2019 | 06-30-2019 | 12 | 165,916,000 |
| 3687 | BLANKINSHIP & FOSTER LLC | 07-24-2019 | 06-30-2019 | 47 | 165,827,000 |
| 3688 | NVWM LLC | 08-07-2019 | 06-30-2019 | 404 | 165,795,000 |
| 3689 | PINNACLE WEALTH PLANNING SERVICES INC | 08-06-2019 | 06-30-2019 | 324 | 165,710,000 |
| 3690 | CARLTON HOFFERKAMP & JENKS WEALTH MANAGEMENT LLC | 07-18-2019 | 06-30-2019 | 97 | 165,694,000 |
| 3691 | GAINPLAN LLC | 08-07-2019 | 06-30-2019 | 36 | 165,473,000 |
| 3692 | BOGART WEALTH LLC | 07-10-2019 | 06-30-2019 | 361 | 165,469,000 |
| 3693 | ELEPHAS INVESTMENT MANAGEMENT LTD | 08-08-2019 | 06-30-2019 | 20 | 165,438,000 |
| 3694 | HERONETTA MANAGEMENT LP | 08-13-2019 | 06-30-2019 | 27 | 165,434,000 |
| 3695 | CANAL CAPITAL MANAGEMENT LLC | 07-31-2019 | 06-30-2019 | 111 | 165,166,000 |
| 3696 | PACIFIC EDGE ADVISORS LLC | 05-15-2019 | 03-31-2019 | 43 | 165,065,000 |
| 3697 | O'DELL GROUP LLC | 07-23-2019 | 06-30-2019 | 56 | 164,970,000 |
| 3698 | BEDEL FINANCIAL CONSULTING INC | 08-01-2019 | 06-30-2019 | 747 | 164,536,000 |
| 3699 | SEARLE & CO | 07-16-2019 | 06-30-2019 | 129 | 164,469,000 |
| 3700 | BIRCHVIEW CAPITAL LP | 08-06-2019 | 06-30-2019 | 0 | 164,429,000 |
| 3701 | BISLETT MANAGEMENT LLC | 08-05-2019 | 06-30-2019 | 18 | 164,099,000 |