Top institutional holders by Equity AUM
| Position | Reportee | Signature Date | Report period | Total Entries | Total Value($) |
|---|---|---|---|---|---|
| 4051 | WESTBOURNE INVESTMENT ADVISORS INC | 10-22-2019 | 09-30-2019 | 94 | 133,877,000 |
| 4052 | FIRST CAPITAL ADVISORS GROUP LLC | 02-07-2019 | 12-31-2018 | 158 | 133,502,000 |
| 4053 | WINTHROP PARTNERS - WNY LLC | 08-19-2019 | 06-30-2019 | 226 | 133,463,940 |
| 4054 | OGBORNE CAPITAL MANAGEMENT LLC | 05-15-2019 | 03-31-2019 | 13 | 133,459,000 |
| 4055 | SHAKESPEARE WEALTH MANAGEMENT INC | 05-10-2019 | 03-31-2019 | 42 | 133,385,000 |
| 4056 | ALBERT D MASON INC | 07-30-2019 | 06-30-2019 | 141 | 133,245,000 |
| 4057 | PERSONAL FINANCIAL CONSULTANTS INC /ADV | 06-30-2019 | 06-30-2019 | 19 | 133,194,000 |
| 4058 | SMITH SHELLNUT WILSON LLC /ADV | 08-14-2019 | 06-30-2019 | 128 | 133,141,000 |
| 4059 | MCMAHON FINANCIAL ADVISORS LLC | 08-01-2019 | 06-30-2019 | 41 | 132,964,000 |
| 4060 | ALTAI CAPITAL MANAGEMENT LP | 08-12-2019 | 06-30-2019 | 5 | 132,893,000 |
| 4061 | SJA FINANCIAL ADVISORY LLC | 08-02-2019 | 06-30-2019 | 46 | 132,869,000 |
| 4062 | ORLEANS CAPITAL MANAGEMENT CORP/LA | 08-15-2019 | 06-30-2019 | 83 | 132,852,000 |
| 4063 | BENSON INVESTMENT MANAGEMENT COMPANY INC | 07-10-2019 | 06-30-2019 | 58 | 132,836,000 |
| 4064 | ERN FINANCIAL LLC | 08-12-2019 | 06-30-2019 | 57 | 132,811,000 |
| 4065 | NKCFO LLC | 07-31-2019 | 06-30-2019 | 98 | 132,792,000 |
| 4066 | TIMBER HILL LLC | 08-08-2019 | 06-30-2019 | 29 | 132,769,000 |
| 4067 | NORTHWEST WEALTH MANAGEMENT LLC | 04-12-2019 | 03-31-2019 | 544 | 132,667,000 |
| 4068 | UNISON ADVISORS LLC | 07-10-2019 | 06-30-2019 | 162 | 132,647,000 |
| 4069 | WHEATLAND ADVISORS INC | 08-07-2019 | 06-30-2019 | 98 | 132,515,000 |
| 4070 | FORESIGHT WEALTH MANAGEMENT LLC | 07-25-2019 | 06-30-2019 | 162 | 132,347,000 |
| 4071 | TAP CONSULTING LLC | 05-03-2019 | 03-31-2019 | 93 | 132,332,000 |
| 4072 | UNITED CAPITAL MANAGEMENT OF KS INC | 07-17-2019 | 06-30-2019 | 105 | 132,269,000 |
| 4073 | RELIANT INVESTMENT MANAGEMENT LLC | 08-13-2019 | 06-30-2019 | 48 | 132,207,000 |
| 4074 | FOOTHILLS ASSET MANAGEMENT LTD | 10-18-2019 | 09-30-2019 | 66 | 132,083,000 |
| 4075 | MACNEALY HOOVER INVESTMENT MANAGEMENT INC | 07-09-2019 | 06-30-2019 | 108 | 132,073,000 |
| 4076 | VERNIER CAPITAL PARTNERS LP | 08-14-2019 | 06-30-2019 | 23 | 132,044,000 |
| 4077 | ISRAEL DISCOUNT BANK OF NEW YORK | 08-14-2019 | 06-30-2019 | 149 | 131,883,000 |
| 4078 | HORIKO CAPITAL MANAGEMENT LLC | 08-13-2019 | 06-30-2019 | 30 | 131,722,000 |
| 4079 | KNOLL CAPITAL MANAGEMENT LP | 05-15-2019 | 03-31-2019 | 17 | 131,596,000 |
| 4080 | STRATEGIC WEALTH MANAGEMENT GROUP LLC | 07-17-2019 | 06-30-2019 | 83 | 131,488,000 |
| 4081 | KRANOT HISHTALMUT LE MORIM TICHONIIM HAVERA MENAHELET LTD | 07-28-2019 | 06-30-2019 | 61 | 131,455,000 |
| 4082 | BEACON WEALTHCARE INC | 07-05-2019 | 06-30-2019 | 9 | 131,418,000 |
| 4083 | ACCURATE INVESTMENT SOLUTIONS INC | 07-10-2019 | 06-30-2019 | 418 | 131,381,000 |
| 4084 | BIRCH GROVE CAPITAL LP | 08-14-2019 | 06-30-2019 | 13 | 131,307,000 |
| 4085 | ALTA ADVISERS LTD | 08-07-2019 | 06-30-2019 | 3 | 131,252,000 |
| 4086 | TRUEHAND INC | 08-02-2019 | 06-30-2019 | 189 | 131,213,000 |
| 4087 | ACCESS FINANCIAL SERVICES INC | 07-24-2019 | 06-30-2019 | 72 | 131,149,000 |
| 4088 | TOWNSEND & ASSOCIATES INC | 07-09-2019 | 06-30-2019 | 76 | 131,102,000 |
| 4089 | MARSHALL FINANCIAL GROUP INC /ADV | 07-23-2019 | 06-30-2019 | 50 | 131,070,000 |
| 4090 | GOLDFARB ANDREW P | 08-14-2019 | 06-30-2019 | 2 | 130,993,000 |
| 4091 | EMERSON WEALTH MANAGEMENT LLC | 05-09-2019 | 03-31-2019 | 30 | 130,991,000 |
| 4092 | ADVANTAGE INVESTMENT MANAGEMENT LLC | 07-29-2019 | 06-30-2019 | 942 | 130,923,000 |
| 4093 | INDIGO LATAM MANAGEMENT LLC | 08-09-2019 | 06-30-2019 | 1 | 130,739,000 |
| 4094 | IRONWOOD WEALTH MANAGEMENT LLC | 08-14-2019 | 06-30-2019 | 57 | 130,659,000 |
| 4095 | SIB LLC | 07-09-2019 | 06-30-2019 | 24 | 130,658,000 |
| 4096 | PFLUG KOORY LLC | 08-02-2019 | 06-30-2019 | 409 | 130,555,000 |
| 4097 | STELAC ADVISORY SERVICES LLC | 07-29-2019 | 06-30-2019 | 82 | 130,547,000 |
| 4098 | GRADIENT CAPITAL ADVISORS LLC | 07-16-2019 | 06-30-2019 | 88 | 130,169,000 |
| 4099 | CINCINNATI CASUALTY CO | 08-06-2019 | 06-30-2019 | 24 | 130,141,000 |
| 4100 | WOLFF FINANCIAL MANAGEMENT LLC | 07-24-2019 | 06-30-2019 | 81 | 129,967,000 |
| 4101 | PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE | 08-14-2019 | 06-30-2019 | 25 | 129,831,000 |