HoldingsChannel.com
Funds Holding CWI
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE5,879,978$151,528 12/31/2019
     CWI5,879,978$151,528 12/31/2019
PNC Financial Services Group Inc.3,109,584$80,134 12/31/2019
     CWI3,109,584$80,134 12/31/2019
Hengehold Capital Management LLC2,366,819$60,993 12/31/2019
     CWI2,366,819$60,993 12/31/2019
Strid Group LLC2,097,246$54,046 12/31/2019
     CWI2,097,246$54,046 12/31/2019
3EDGE Asset Management LP1,911,037$49,247 12/31/2019
     CWI1,911,037$49,247 12/31/2019
Colony Group LLC1,711,345$44,101 12/31/2019
     CWI1,711,345$44,101 12/31/2019
Eastern Bank1,582,032$40,768 12/31/2019
     CWI1,582,032$40,768 12/31/2019
Suntrust Banks Inc.1,610,006$38,704 09/30/2019
     CWI1,610,006$38,704 09/30/2019
Sequoia Financial Advisors LLC1,275,837$32,878 12/31/2019
     CWI1,275,837$32,878 12/31/2019
Truist Financial Corp1,182,459$30,471 12/31/2019
     CWI1,182,459$30,471 12/31/2019
Mirae Asset Global Investments Co. Ltd.1,012,425$26,090 12/31/2019
     CWI1,012,425$26,090 12/31/2019
State Street Corp948,884$24,453 12/31/2019
     CWI948,884$24,453 12/31/2019
Cliftonlarsonallen Wealth Advisors LLC760,773$19,605 12/31/2019
     CWI760,773$19,605 12/31/2019
Tanglewood Wealth Management Inc.757,814$19,529 12/31/2019
     CWI757,814$19,529 12/31/2019
Cobblestone Capital Advisors LLC NY639,827$16,488 12/31/2019
     CWI639,827$16,488 12/31/2019
Wealth CMT586,852$15,123 12/31/2019
     CWI586,852$15,123 12/31/2019
Montecito Bank & Trust574,904$14,815 12/31/2019
     CWI574,904$14,815 12/31/2019
Pitcairn Co.567,643$14,629 12/31/2019
     CWI567,643$14,629 12/31/2019
Honkamp Krueger Financial Services Inc.531,914$13,707 12/31/2019
     CWI531,914$13,707 12/31/2019
Domani Wealth LLC519,385$13,385 12/31/2019
     CWI519,385$13,385 12/31/2019
Royal Bank of Canada450,365$11,606 12/31/2019
     CWI450,365$11,606 12/31/2019
Whittier Trust Co.387,599$9,988 12/31/2019
     CWI387,599$9,988 12/31/2019
Virtu Financial LLC383,073$9,872 12/31/2019
     CWI383,073$9,872 12/31/2019
BKD Wealth Advisors LLC365,261$9,413 12/31/2019
     CWI365,261$9,413 12/31/2019
Morgan Stanley313,468$8,078 12/31/2019
     CWI313,468$8,078 12/31/2019
Wells Fargo & Company MN309,683$7,981 12/31/2019
     CWI309,683$7,981 12/31/2019
UBS Group AG301,223$7,763 12/31/2019
     CWI301,223$7,763 12/31/2019
Flow Traders U.S. LLC286,634$7,387 12/31/2019
     CWI286,634$7,387 12/31/2019
TIAA FSB275,084$7,089 12/31/2019
     CWI275,084$7,089 12/31/2019
HBK Sorce Advisory LLC251,624$6,484 12/31/2019
     CWI251,624$6,484 12/31/2019
HighTower Advisors LLC245,853$6,331 12/31/2019
     CWI245,853$6,331 12/31/2019
Envestnet Asset Management Inc.244,885$6,311 12/31/2019
     CWI244,885$6,311 12/31/2019
Barnett & Company Inc.244,740$6,307 12/31/2019
     CWI244,740$6,307 12/31/2019
Financial Consulate Inc.229,537$5,915 12/31/2019
     CWI229,537$5,915 12/31/2019
United Capital Financial Advisers LLC218,796$5,638 12/31/2019
     CWI218,796$5,638 12/31/2019
Capital Investment Advisors LLC218,604$5,633 12/31/2019
     CWI218,604$5,633 12/31/2019
Valmark Advisers Inc.213,904$5,512 12/31/2019
     CWI213,904$5,512 12/31/2019
First Personal Financial Services190,452$4,908 12/31/2019
     CWI190,452$4,908 12/31/2019
Courage Miller Partners LLC183,770$4,736 12/31/2019
     CWI183,770$4,736 12/31/2019
Freestone Capital Holdings LLC154,070$3,970 12/31/2019
     CWI154,070$3,970 12/31/2019
Iowa State Bank153,149$3,947 12/31/2019
     CWI153,149$3,947 12/31/2019
Jane Street Group LLC150,598$3,881 12/31/2019
     CWI150,598$3,881 12/31/2019
Commonwealth Equity Services LLC147,182$3,792 12/31/2019
     CWI147,182$3,792 12/31/2019
Abbrea Capital LLC146,882$3,785 12/31/2019
     CWI146,882$3,785 12/31/2019
Ameriprise Financial Inc.142,273$3,782 12/31/2019
     CWI142,273$3,782 12/31/2019
Nisa Investment Advisors LLC143,750$3,704 12/31/2019
     CWI143,750$3,704 12/31/2019
Colton Groome Financial Advisors LLC138,417$3,567 12/31/2019
     CWI138,417$3,567 12/31/2019
Citadel Advisors LLC137,055$3,532 12/31/2019
     CWI137,055$3,532 12/31/2019
Captrust Financial Advisors120,498$3,140 12/31/2019
     CWI120,498$3,140 12/31/2019
Advisor Group Inc.116,793$3,009 12/31/2019
     CWI116,793$3,009 12/31/2019
Citizens Financial Group Inc RI110,624$2,851 12/31/2019
     CWI110,624$2,851 12/31/2019
CLS Investments LLC108,953$2,808 12/31/2019
     CWI108,953$2,808 12/31/2019
Krilogy Financial LLC108,622$2,799 12/31/2019
     CWI108,622$2,799 12/31/2019
Tiemann Investment Advisors LLC107,037$2,758 12/31/2019
     CWI107,037$2,758 12/31/2019
Northwest Investment Counselors LLC101,489$2,615 12/31/2019
     CWI101,489$2,615 12/31/2019
Annex Advisory Services LLC63,332$2,447 12/31/2019
     CWI63,332$2,447 12/31/2019
Wambolt & Associates LLC93,583$2,412 12/31/2019
     CWI93,583$2,412 12/31/2019
Bank of New York Mellon Corp91,363$2,354 12/31/2019
     CWI91,363$2,354 12/31/2019
Wooster Corthell Wealth Management Inc.83,526$2,152 12/31/2019
     CWI83,526$2,152 12/31/2019
SVA Wealth Management LLC83,514$2,152 12/31/2019
     CWI83,514$2,152 12/31/2019
Green Square Capital Advisors LLC83,375$2,149 12/31/2019
     CWI83,375$2,149 12/31/2019
Janney Montgomery Scott LLC70,603$1,819 12/31/2019
     CWI70,603$1,819 12/31/2019
Gradient Investments LLC70,274$1,811 12/31/2019
     CWI70,274$1,811 12/31/2019
Prestige Wealth Management Group LLC64,312$1,657 12/31/2019
     CWI64,312$1,657 12/31/2019
Balasa Dinverno & Foltz LLC61,211$1,577 12/31/2019
     CWI61,211$1,577 12/31/2019
Susquehanna International Group LLP59,576$1,535 12/31/2019
     CWI59,576$1,535 12/31/2019
Sage Financial Group Inc.57,822$1,490 12/31/2019
     CWI57,822$1,490 12/31/2019
Prime Capital Investment Advisors LLC56,216$1,449 12/31/2019
     CWI56,216$1,449 12/31/2019
Financial Counselors Inc.54,522$1,405 12/31/2019
     CWI54,522$1,405 12/31/2019
LPL Financial LLC53,409$1,376 12/31/2019
     CWI53,409$1,376 12/31/2019
Klingenstein Fields & Co. LLC52,261$1,347 12/31/2019
     CWI52,261$1,347 12/31/2019
RKL Wealth Management LLC52,213$1,346 12/31/2019
     CWI52,213$1,346 12/31/2019
Raymond James Financial Services Advisors Inc.51,709$1,333 12/31/2019
     CWI51,709$1,333 12/31/2019
Boston Advisors LLC53,881$1,295 09/30/2019
     CWI53,881$1,295 09/30/2019
First Commonwealth Financial Corp PA49,918$1,286 12/31/2019
     CWI49,918$1,286 12/31/2019
Bank of Montreal Can48,980$1,262 12/31/2019
     CWI48,980$1,262 12/31/2019
Goldman Sachs Group Inc.48,703$1,255 12/31/2019
     CWI48,703$1,255 12/31/2019
Newman Dignan & Sheerar Inc.48,459$1,249 12/31/2019
     CWI48,459$1,249 12/31/2019
Private Advisor Group LLC48,301$1,245 12/31/2019
     CWI48,301$1,245 12/31/2019
Parametric Portfolio Associates LLC47,415$1,222 12/31/2019
     CWI47,415$1,222 12/31/2019
Mitchell Capital Management Co.45,383$1,170 12/31/2019
     CWI45,383$1,170 12/31/2019
StrategIQ Financial Group LLC44,672$1,151 12/31/2019
     CWI44,672$1,151 12/31/2019
Townsquare Capital LLC44,839$1,141 09/30/2019
     CWI44,839$1,141 09/30/2019
Argent Wealth Management LLC42,728$1,101 12/31/2019
     CWI42,728$1,101 12/31/2019
Capital One National Association42,054$1,084 12/31/2019
     CWI42,054$1,084 12/31/2019
ARS Investment Partners LLC40,895$1,054 12/31/2019
     CWI40,895$1,054 12/31/2019
Koshinski Asset Management Inc.39,859$1,023 12/31/2019
     CWI39,859$1,023 12/31/2019
United Income Inc.41,374$996 09/30/2019
     CWI41,374$996 09/30/2019
Forte Capital LLC ADV36,302$935 12/31/2019
     CWI36,302$935 12/31/2019
Veritable L.P.33,585$865 12/31/2019
     CWI33,585$865 12/31/2019
Gladstone Institutional Advisory LLC32,905$848 12/31/2019
     CWI32,905$848 12/31/2019
Pure Financial Advisors Inc.28,300$729 12/31/2019
     CWI28,300$729 12/31/2019
Bailard Inc.25,301$652 12/31/2019
     CWI25,301$652 12/31/2019
Howard Financial Services LTD.24,574$633 12/31/2019
     CWI24,574$633 12/31/2019
Atria Investments LLC24,499$631 12/31/2019
     CWI24,499$631 12/31/2019
Sheets Smith Wealth Management23,164$597 12/31/2019
     CWI23,164$597 12/31/2019
Windsor Group LTD22,515$580 12/31/2019
     CWI22,515$580 12/31/2019
Cambridge Investment Research Advisors Inc.22,446$578 12/31/2019
     CWI22,446$578 12/31/2019
Mutual Advisors LLC21,748$560 12/31/2019
     CWI21,748$560 12/31/2019
CBIZ Investment Advisory Services LLC20,872$538 12/31/2019
     CWI20,872$538 12/31/2019
Evanson Asset Management LLC20,748$535 12/31/2019
     CWI20,748$535 12/31/2019
Sharkey Howes & Javer20,655$532 12/31/2019
     CWI20,655$532 12/31/2019
Financial Advisors LLC20,183$520 12/31/2019
     CWI20,183$520 12/31/2019
First Republic Investment Management Inc.19,067$491 12/31/2019
     CWI19,067$491 12/31/2019
Kohmann Bosshard Financial Services LLC18,978$489 12/31/2019
     CWI18,978$489 12/31/2019
Squar Milner Financial Services LLC18,889$486 12/31/2019
     CWI18,889$486 12/31/2019
Marietta Wealth Management LLC18,620$480 12/31/2019
     CWI18,620$480 12/31/2019
Patten & Patten Inc. TN18,162$468 12/31/2019
     CWI18,162$468 12/31/2019
Two Sigma Securities LLC17,983$463 12/31/2019
     CWI17,983$463 12/31/2019
Covenant Multifamily Offices LLC17,903$461 12/31/2019
     CWI17,903$461 12/31/2019
Synovus Financial Corp17,725$457 12/31/2019
     CWI17,725$457 12/31/2019
Chesley Taft & Associates LLC17,524$452 12/31/2019
     CWI17,524$452 12/31/2019
SNS Financial Group LLC17,444$450 12/31/2019
     CWI17,444$450 12/31/2019
Relaxing Retirement Coach16,968$437 12/31/2019
     CWI16,968$437 12/31/2019
Stratos Wealth Advisors LLC16,224$418 12/31/2019
     CWI16,224$418 12/31/2019
Wela Strategies Inc.16,113$415 12/31/2019
     CWI16,113$415 12/31/2019
Lenox Wealth Advisors LLC15,749$406 12/31/2019
     CWI15,749$406 12/31/2019
Bernardo Wealth Planning LLC15,697$404 12/31/2019
     CWI15,697$404 12/31/2019
BerganKDV Wealth Management LLC15,296$394 12/31/2019
     CWI15,296$394 12/31/2019
Retirement Planning Group14,980$386 12/31/2019
     CWI14,980$386 12/31/2019
Simon Quick Advisors LLC14,685$378 12/31/2019
     CWI14,685$378 12/31/2019
Rowland Carmichael Advisors Inc. ADV14,441$372 12/31/2019
     CWI14,441$372 12/31/2019
QCI Asset Management Inc. NY14,445$372 12/31/2019
     CWI14,445$372 12/31/2019
US Bancorp DE14,390$370 12/31/2019
     CWI14,390$370 12/31/2019
Cetera Advisors LLC13,894$356 12/31/2019
     CWI13,894$356 12/31/2019
Cambridge Trust Co.13,314$343 12/31/2019
     CWI13,314$343 12/31/2019
CIBC Private Wealth Group LLC12,773$329 12/31/2019
     CWI12,773$329 12/31/2019
Investors Research Corp12,483$322 12/31/2019
     CWI12,483$322 12/31/2019
Radnor Capital Management LLC12,000$309 12/31/2019
     CWI12,000$309 12/31/2019
Brown Advisory Inc.10,500$271 12/31/2019
     CWI10,500$271 12/31/2019
BOKF NA10,304$266 12/31/2019
     CWI10,304$266 12/31/2019
Sullivan Bruyette Speros & Blaney LLC10,323$266 12/31/2019
     CWI10,323$266 12/31/2019
Blair William & Co. IL10,202$263 12/31/2019
     CWI10,202$263 12/31/2019
Brightworth10,134$261 12/31/2019
     CWI10,134$261 12/31/2019
Trustcore Financial Services LLC10,144$261 12/31/2019
     CWI10,144$261 12/31/2019
LeJeune Puetz Investment Counsel LLC9,375$242 12/31/2019
     CWI9,375$242 12/31/2019
JFS Wealth Advisors LLC9,235$238 12/31/2019
     CWI9,235$238 12/31/2019
Northwestern Mutual Wealth Management Co.8,637$223 12/31/2019
     CWI8,637$223 12/31/2019
Wealth Architects LLC8,600$222 12/31/2019
     CWI8,600$222 12/31/2019
JPMorgan Chase & Co.8,194$211 12/31/2019
     CWI8,194$211 12/31/2019
Bigelow Investment Advisors LLC7,792$201 12/31/2019
     CWI7,792$201 12/31/2019
Atlantic Union Bankshares Corp7,777$200 12/31/2019
     CWI7,777$200 12/31/2019
Deutsche Bank AG7,386$190 12/31/2019
     CWI7,386$190 12/31/2019
Ladenburg Thalmann Financial Services Inc.7,231$187 12/31/2019
     CWI7,231$187 12/31/2019
Steward Partners Investment Advisory LLC6,297$162 12/31/2019
     CWI6,297$162 12/31/2019
Whittier Trust Co. of Nevada Inc.5,741$148 12/31/2019
     CWI5,741$148 12/31/2019
Lenox Wealth Management Inc.3,983$103 12/31/2019
     CWI3,983$103 12/31/2019
FMR LLC3,527$91 12/31/2019
     CWI3,527$91 12/31/2019
Capital Analysts LLC3,446$89 12/31/2019
     CWI3,446$89 12/31/2019
Glenmede Trust Co. NA3,169$81 12/31/2019
     CWI3,169$81 12/31/2019
Stearns Financial Services Group3,116$80 12/31/2019
     CWI3,116$80 12/31/2019
Advisory Services Network LLC2,590$67 12/31/2019
     CWI2,590$67 12/31/2019
PSI Advisors LLC2,630$67 12/31/2019
     CWI2,630$67 12/31/2019
Fifth Third Bancorp2,317$60 12/31/2019
     CWI2,317$60 12/31/2019
Burt Wealth Advisors1,982$51 12/31/2019
     CWI1,982$51 12/31/2019
Howe & Rusling Inc.1,800$46 12/31/2019
     CWI1,800$46 12/31/2019
Bedel Financial Consulting Inc.1,574$41 12/31/2019
     CWI1,574$41 12/31/2019
Ambassador Advisors LLC1,367$35 12/31/2019
     CWI1,367$35 12/31/2019
Valeo Financial Advisors LLC1,068$28 12/31/2019
     CWI1,068$28 12/31/2019
Advisory Alpha LLC982$26 12/31/2019
     CWI982$26 12/31/2019
MCF Advisors LLC953$25 12/31/2019
     CWI953$25 12/31/2019
Sailer Financial LLC877$23 12/31/2019
     CWI877$23 12/31/2019
Mycio Wealth Partners LLC798$21 12/31/2019
     CWI798$21 12/31/2019
Liberty Wealth Management LLC738$19 12/31/2019
     CWI738$19 12/31/2019
CWM LLC675$17 12/31/2019
     CWI675$17 12/31/2019
NEXT Financial Group Inc505$13 12/31/2019
     CWI505$13 12/31/2019
Bartlett & Co. LLC451$11 09/30/2019
     CWI451$11 09/30/2019
Qube Research & Technologies Ltd400$10 12/31/2019
     CWI400$10 12/31/2019
Silicon Hills Wealth Management LLC337$8 12/31/2019
     CWI337$8 12/31/2019
Procyon Private Wealth Partners LLC262$7 12/31/2019
     CWI262$7 12/31/2019
Duncker Streett & Co. Inc.202$5 12/31/2019
     CWI202$5 12/31/2019
BBVA USA Bancshares Inc.189$5 12/31/2019
     CWI189$5 12/31/2019
Patriot Financial Group Insurance Agency LLC167$4 12/31/2019
     CWI167$4 12/31/2019
AdvisorNet Financial Inc132$3 12/31/2019
     CWI132$3 12/31/2019
Global Retirement Partners LLC100$3 12/31/2019
     CWI100$3 12/31/2019
Orion Portfolio Solutions LLC93$2 12/31/2019
     CWI93$2 12/31/2019
BlackRock Inc.43$1 12/31/2019
     CWI43$1 12/31/2019
Hudock Capital Group LLC54$1 12/31/2019
     CWI54$1 12/31/2019
Proequities Inc.0$0 12/31/2019
     CWI0$0 12/31/2019
Carroll Financial Associates Inc.28$0 12/31/2019
     CWI28$0 12/31/2019
IFP Advisors Inc0$0 12/31/2019
     CWI0$0 12/31/2019

See Summary: Institutional Holders of CWI
See Details: Top 10 Hedge Funds Holding CWI
Also See: CWI Holdings Changes

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