Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 4001 | SANTORI & PETERS INC | 07-29-2019 | 06-30-2019 | 74 | 137,161,000 |
| 4002 | SHOKER INVESTMENT COUNSEL INC | 08-08-2019 | 06-30-2019 | 99 | 137,038,000 |
| 4003 | PROVIDENCE FIRST TRUST CO | 07-31-2019 | 06-30-2019 | 73 | 136,971,000 |
| 4004 | HAMILTON WEALTH LLC | 08-05-2019 | 06-30-2019 | 43 | 136,892,000 |
| 4005 | OPES WEALTH MANAGEMENT LLC | 04-25-2019 | 03-31-2019 | 37 | 136,841,000 |
| 4006 | PROSPERITY CAPITAL MANAGEMENT LTD | 08-12-2019 | 06-30-2019 | 2 | 136,746,000 |
| 4007 | STONEHEARTH CAPITAL MANAGEMENT LLC | 07-10-2019 | 06-30-2019 | 54 | 136,722,000 |
| 4008 | O'BRIEN WEALTH PARTNERS LLC | 07-08-2019 | 06-30-2019 | 38 | 136,709,000 |
| 4009 | PORTLAND HILL ASSET MANAGEMENT LTD | 08-01-2019 | 06-30-2019 | 19 | 136,670,000 |
| 4010 | MARINO STRAM & ASSOCIATES LLC | 07-19-2019 | 06-30-2019 | 79 | 136,512,000 |
| 4011 | BALDRIGE ASSET MANAGEMENT LLC | 07-18-2019 | 06-30-2019 | 83 | 136,209,000 |
| 4012 | STEEL CANYON CAPITAL LLC | 08-08-2019 | 06-30-2019 | 20 | 136,192,000 |
| 4013 | FOSTER VICTOR WEALTH ADVISORS LLC | 07-12-2019 | 06-30-2019 | 104 | 136,178,000 |
| 4014 | NIEMANN CAPITAL MANAGEMENT INC | 07-29-2019 | 06-30-2019 | 16 | 136,071,000 |
| 4015 | AVONDALE WEALTH MANAGEMENT | 07-26-2019 | 06-30-2019 | 114 | 135,973,000 |
| 4016 | ARCHETYPE WEALTH PARTNERS LLC | 08-12-2019 | 06-30-2019 | 50 | 135,945,000 |
| 4017 | PROFIT INVESTMENT MANAGEMENT LLC | 07-11-2019 | 06-30-2019 | 73 | 135,810,000 |
| 4018 | OAKCLIFF CAPITAL PARTNERS LP | 08-14-2019 | 06-30-2019 | 10 | 135,704,000 |
| 4019 | RV CAPITAL GMBH | 08-09-2019 | 06-30-2019 | 4 | 135,635,000 |
| 4020 | BP CAPITAL FUND ADVISORS LLC | 08-14-2019 | 06-30-2019 | 41 | 135,615,000 |
| 4021 | SQUAR MILNER FINANCIAL SERVICES LLC | 04-25-2019 | 03-31-2019 | 845 | 135,587,000 |
| 4022 | BOYAR ASSET MANAGEMENT INC | 07-29-2019 | 06-30-2019 | 71 | 135,394,000 |
| 4023 | OMEGA FINANCIAL GROUP LLC | 08-01-2019 | 06-30-2019 | 61 | 135,386,000 |
| 4024 | LBJ FAMILY WEALTH ADVISORS LTD | 07-18-2019 | 06-30-2019 | 19 | 135,332,000 |
| 4025 | WESTERN STANDARD LLC | 08-12-2019 | 06-30-2019 | 39 | 135,322,000 |
| 4026 | CRYSTAL ROCK CAPITAL MANAGEMENT | 08-01-2019 | 06-30-2019 | 34 | 135,319,000 |
| 4027 | ICM ASSET MANAGEMENT INC/WA | 07-29-2019 | 06-30-2019 | 39 | 134,775,000 |
| 4028 | IMS CAPITAL MANAGEMENT | 08-14-2019 | 06-30-2019 | 123 | 134,732,000 |
| 4029 | GUINNESS ATKINSON ASSET MANAGEMENT INC | 07-26-2019 | 06-30-2019 | 64 | 134,672,000 |
| 4030 | LARSON FINANCIAL GROUP LLC | 06-30-2019 | 06-30-2019 | 575 | 134,596,000 |
| 4031 | COLORADO CAPITAL MANAGEMENT INC | 07-11-2019 | 06-30-2019 | 84 | 134,525,000 |
| 4032 | ST JOHNS INVESTMENT MANAGEMENT COMPANY LLC | 07-23-2019 | 06-30-2019 | 169 | 134,504,000 |
| 4033 | EISNERAMPER WEALTH MANAGEMENT CORPORATE BENEFITS LLC | 07-01-2019 | 06-30-2019 | 32 | 134,490,000 |
| 4034 | SCW CAPITAL MANAGEMENT LP | 08-14-2019 | 06-30-2019 | 10 | 134,480,000 |
| 4035 | PDS PLANNING INC | 08-14-2019 | 06-30-2019 | 94 | 134,456,000 |
| 4036 | III CAPITAL MANAGEMENT | 07-23-2019 | 06-30-2019 | 44 | 134,440,000 |
| 4037 | FLUENT FINANCIAL LLC | 07-29-2019 | 06-30-2019 | 54 | 134,270,000 |
| 4038 | SMITH THOMAS W | 05-15-2019 | 03-31-2019 | 10 | 134,225,000 |
| 4039 | PAULSON WEALTH MANAGEMENT INC | 07-29-2019 | 06-30-2019 | 106 | 134,186,000 |
| 4040 | ALLSQUARE WEALTH MANAGEMENT LLC | 08-13-2019 | 06-30-2019 | 474 | 134,170,000 |
| 4041 | WESPAC ADVISORS LLC | 07-23-2019 | 06-30-2019 | 106 | 134,070,000 |
| 4042 | S SQUARED TECHNOLOGY LLC | 08-12-2019 | 06-30-2019 | 40 | 134,024,000 |
| 4043 | VIRGINIA NATIONAL BANK | 07-05-2019 | 06-30-2019 | 154 | 133,980,000 |
| 4044 | RIVER & MERCANTILE LLC | 07-25-2019 | 06-30-2019 | 21 | 133,954,000 |
| 4045 | O'KEEFE STEVENS ADVISORY INC | 07-08-2019 | 12-31-2018 | 39 | 111,129,000 |
| 4046 | FIRST CAPITAL ADVISORS GROUP LLC | 02-07-2019 | 12-31-2018 | 158 | 133,502,000 |
| 4047 | WINTHROP PARTNERS - WNY LLC | 08-19-2019 | 06-30-2019 | 226 | 133,463,940 |
| 4048 | OGBORNE CAPITAL MANAGEMENT LLC | 05-15-2019 | 03-31-2019 | 13 | 133,459,000 |
| 4049 | SHAKESPEARE WEALTH MANAGEMENT INC | 05-10-2019 | 03-31-2019 | 42 | 133,385,000 |
| 4050 | ALBERT D MASON INC | 07-30-2019 | 06-30-2019 | 141 | 133,245,000 |
| 4051 | PERSONAL FINANCIAL CONSULTANTS INC /ADV | 06-30-2019 | 06-30-2019 | 19 | 133,194,000 |