Top institutional holders by Equity AUM

Position Reportee Signature Date Report period Total Entries Total Value($)
4051 PERSONAL FINANCIAL CONSULTANTS INC /ADV 06-30-2019 06-30-2019 19 133,194,000
4052 SMITH SHELLNUT WILSON LLC /ADV 08-14-2019 06-30-2019 128 133,141,000
4053 MCMAHON FINANCIAL ADVISORS LLC 08-01-2019 06-30-2019 41 132,964,000
4054 ALTAI CAPITAL MANAGEMENT LP 08-12-2019 06-30-2019 5 132,893,000
4055 SJA FINANCIAL ADVISORY LLC 08-02-2019 06-30-2019 46 132,869,000
4056 ORLEANS CAPITAL MANAGEMENT CORP/LA 08-15-2019 06-30-2019 83 132,852,000
4057 BENSON INVESTMENT MANAGEMENT COMPANY INC 07-10-2019 06-30-2019 58 132,836,000
4058 ERN FINANCIAL LLC 08-12-2019 06-30-2019 57 132,811,000
4059 NKCFO LLC 07-31-2019 06-30-2019 98 132,792,000
4060 TIMBER HILL LLC 08-08-2019 06-30-2019 29 132,769,000
4061 NORTHWEST WEALTH MANAGEMENT LLC 04-12-2019 03-31-2019 544 132,667,000
4062 UNISON ADVISORS LLC 07-10-2019 06-30-2019 162 132,647,000
4063 DEDORA CAPITAL INC 07-11-2019 06-30-2019 85 132,589,000
4064 WHEATLAND ADVISORS INC 08-07-2019 06-30-2019 98 132,515,000
4065 FORESIGHT WEALTH MANAGEMENT LLC 07-25-2019 06-30-2019 162 132,347,000
4066 TAP CONSULTING LLC 05-03-2019 03-31-2019 93 132,332,000
4067 UNITED CAPITAL MANAGEMENT OF KS INC 07-17-2019 06-30-2019 105 132,269,000
4068 RELIANT INVESTMENT MANAGEMENT LLC 08-13-2019 06-30-2019 48 132,207,000
4069 MACNEALY HOOVER INVESTMENT MANAGEMENT INC 07-09-2019 06-30-2019 108 132,073,000
4070 VERNIER CAPITAL PARTNERS LP 08-14-2019 06-30-2019 23 132,044,000
4071 ISRAEL DISCOUNT BANK OF NEW YORK 08-14-2019 06-30-2019 149 131,883,000
4072 KRUEGER & CATALANO CAPITAL PARTNERS LLC 07-15-2019 06-30-2019 86 131,807,000
4073 HORIKO CAPITAL MANAGEMENT LLC 08-13-2019 06-30-2019 30 131,722,000
4074 KNOLL CAPITAL MANAGEMENT LP 05-15-2019 03-31-2019 17 131,596,000
4075 STRATEGIC WEALTH MANAGEMENT GROUP LLC 07-17-2019 06-30-2019 83 131,488,000
4076 KRANOT HISHTALMUT LE MORIM TICHONIIM HAVERA MENAHELET LTD 07-28-2019 06-30-2019 61 131,455,000
4077 BEACON WEALTHCARE INC 07-05-2019 06-30-2019 9 131,418,000
4078 ACCURATE INVESTMENT SOLUTIONS INC 07-10-2019 06-30-2019 418 131,381,000
4079 BIRCH GROVE CAPITAL LP 08-14-2019 06-30-2019 13 131,307,000
4080 ALTA ADVISERS LTD 08-07-2019 06-30-2019 3 131,252,000
4081 TRUEHAND INC 08-02-2019 06-30-2019 189 131,213,000
4082 ACCESS FINANCIAL SERVICES INC 07-24-2019 06-30-2019 72 131,149,000
4083 TOWNSEND & ASSOCIATES INC 07-09-2019 06-30-2019 76 131,102,000
4084 MARSHALL FINANCIAL GROUP INC /ADV 07-23-2019 06-30-2019 50 131,070,000
4085 GOLDFARB ANDREW P 08-14-2019 06-30-2019 2 130,993,000
4086 EMERSON WEALTH MANAGEMENT LLC 05-09-2019 03-31-2019 30 130,991,000
4087 ADVANTAGE INVESTMENT MANAGEMENT LLC 07-29-2019 06-30-2019 942 130,923,000
4088 INDIGO LATAM MANAGEMENT LLC 08-09-2019 06-30-2019 1 130,739,000
4089 IRONWOOD WEALTH MANAGEMENT LLC 08-14-2019 06-30-2019 57 130,659,000
4090 SIB LLC 07-09-2019 06-30-2019 24 130,658,000
4091 PFLUG KOORY LLC 08-02-2019 06-30-2019 409 130,555,000
4092 STELAC ADVISORY SERVICES LLC 07-29-2019 06-30-2019 82 130,547,000
4093 GRADIENT CAPITAL ADVISORS LLC 07-16-2019 06-30-2019 88 130,169,000
4094 CINCINNATI CASUALTY CO 08-06-2019 06-30-2019 24 130,141,000
4095 WOLFF FINANCIAL MANAGEMENT LLC 07-24-2019 06-30-2019 81 129,967,000
4096 PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE 08-14-2019 06-30-2019 25 129,831,000
4097 CAPITAL ASSET ADVISORY SERVICES LLC 07-12-2019 06-30-2019 105 129,811,000
4098 CAPRIN ASSET MANAGEMENT LLC /ADV 07-31-2019 06-30-2019 18 129,783,000
4099 DREXEL MORGAN & CO 08-06-2019 06-30-2019 129 129,740,000
4100 LAVACA CAPITAL LLC 07-29-2019 06-30-2019 90 129,730,000
4101 PEACHTREE INVESTMENT ADVISORS INC 01-11-2019 12-31-2018 73 129,703,000
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