HoldingsChannel.com
Funds Holding CWI
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE5,374,175$129,195 09/30/2019
     CWI5,374,175$129,195 09/30/2019
Envestnet Asset Management Inc.3,220,577$77,423 09/30/2019
     CWI3,220,577$77,423 09/30/2019
PNC Financial Services Group Inc.3,024,914$72,719 09/30/2019
     CWI3,024,914$72,719 09/30/2019
Hengehold Capital Management LLC2,298,325$55,252 09/30/2019
     CWI2,298,325$55,252 09/30/2019
Strid Group LLC2,081,706$50,044 09/30/2019
     CWI2,081,706$50,044 09/30/2019
Colony Group LLC1,713,512$41,193 09/30/2019
     CWI1,713,512$41,193 09/30/2019
Suntrust Banks Inc.1,610,006$38,704 09/30/2019
     CWI1,610,006$38,704 09/30/2019
Eastern Bank1,581,144$38,011 09/30/2019
     CWI1,581,144$38,011 09/30/2019
Sequoia Financial Advisors LLC1,220,457$29,340 09/30/2019
     CWI1,220,457$29,340 09/30/2019
Mirae Asset Global Investments Co. Ltd.1,012,425$24,339 09/30/2019
     CWI1,012,425$24,339 09/30/2019
State Street Corp1,005,721$24,178 09/30/2019
     CWI1,005,721$24,178 09/30/2019
Tanglewood Wealth Management Inc.733,091$17,624 09/30/2019
     CWI733,091$17,624 09/30/2019
Cliftonlarsonallen Wealth Advisors LLC710,503$17,080 09/30/2019
     CWI710,503$17,080 09/30/2019
Cobblestone Capital Advisors LLC NY651,742$15,668 09/30/2019
     CWI651,742$15,668 09/30/2019
Honkamp Krueger Financial Services Inc.629,741$15,139 09/30/2019
     CWI629,741$15,139 09/30/2019
BKD Wealth Advisors LLC603,900$14,518 09/30/2019
     CWI603,900$14,518 09/30/2019
Flow Traders U.S. LLC582,412$14,001 09/30/2019
     CWI582,412$14,001 09/30/2019
Pitcairn Co.565,620$13,597 09/30/2019
     CWI565,620$13,597 09/30/2019
Montecito Bank & Trust363,424$13,105 09/30/2019
     CWI363,424$13,105 09/30/2019
Domani Wealth LLC527,185$12,674 09/30/2019
     CWI527,185$12,674 09/30/2019
Jane Street Group LLC396,154$9,524 09/30/2019
     CWI396,154$9,524 09/30/2019
Whittier Trust Co.365,152$8,778 09/30/2019
     CWI365,152$8,778 09/30/2019
Morgan Stanley361,579$8,692 09/30/2019
     CWI361,579$8,692 09/30/2019
Wells Fargo & Company MN299,587$7,202 09/30/2019
     CWI299,587$7,202 09/30/2019
UBS Group AG295,358$7,100 09/30/2019
     CWI295,358$7,100 09/30/2019
TIAA FSB286,574$6,889 09/30/2019
     CWI286,574$6,889 09/30/2019
Barnett & Company Inc.257,110$6,181 09/30/2019
     CWI257,110$6,181 09/30/2019
HBK Sorce Advisory LLC251,624$6,049 09/30/2019
     CWI251,624$6,049 09/30/2019
Financial Consulate Inc.238,001$5,722 09/30/2019
     CWI238,001$5,722 09/30/2019
Valmark Advisers Inc.235,563$5,663 09/30/2019
     CWI235,563$5,663 09/30/2019
Capital Investment Advisors LLC223,079$5,363 09/30/2019
     CWI223,079$5,363 09/30/2019
HighTower Advisors LLC214,401$5,159 09/30/2019
     CWI214,401$5,159 09/30/2019
Colton Groome Financial Advisors LLC198,460$5,017 09/30/2019
     CWI198,460$5,017 09/30/2019
United Capital Financial Advisers LLC193,070$4,641 09/30/2019
     CWI193,070$4,641 09/30/2019
First Personal Financial Services191,433$4,602 09/30/2019
     CWI191,433$4,602 09/30/2019
Royal Bank of Canada184,675$4,439 09/30/2019
     CWI184,675$4,439 09/30/2019
Courage Miller Partners LLC180,074$4,329 09/30/2019
     CWI180,074$4,329 09/30/2019
Commonwealth Equity Services LLC147,527$3,546 09/30/2019
     CWI147,527$3,546 09/30/2019
Abbrea Capital LLC147,382$3,543 09/30/2019
     CWI147,382$3,543 09/30/2019
Iowa State Bank139,325$3,349 09/30/2019
     CWI139,325$3,349 09/30/2019
Cambridge Investment Research Advisors Inc.129,484$3,113 09/30/2019
     CWI129,484$3,113 09/30/2019
Advisor Group Inc.117,161$2,817 09/30/2019
     CWI117,161$2,817 09/30/2019
Ameriprise Financial Inc.112,608$2,765 09/30/2019
     CWI112,608$2,765 09/30/2019
CLS Investments LLC114,468$2,752 09/30/2019
     CWI114,468$2,752 09/30/2019
Citizens Financial Group Inc RI111,986$2,692 09/30/2019
     CWI111,986$2,692 09/30/2019
Tiemann Investment Advisors LLC105,387$2,534 09/30/2019
     CWI105,387$2,534 09/30/2019
Krilogy Financial LLC102,859$2,473 09/30/2019
     CWI102,859$2,473 09/30/2019
Northwest Investment Counselors LLC101,474$2,439 09/30/2019
     CWI101,474$2,439 09/30/2019
Citadel Advisors LLC97,966$2,355 09/30/2019
     CWI97,966$2,355 09/30/2019
Captrust Financial Advisors96,189$2,312 09/30/2019
     CWI96,189$2,312 09/30/2019
Wambolt & Associates LLC92,780$2,230 09/30/2019
     CWI92,780$2,230 09/30/2019
Bank of New York Mellon Corp92,566$2,225 09/30/2019
     CWI92,566$2,225 09/30/2019
Green Square Capital LLC84,317$2,027 09/30/2019
     CWI84,317$2,027 09/30/2019
SVA Wealth Management LLC83,637$2,011 09/30/2019
     CWI83,637$2,011 09/30/2019
Wooster Corthell Wealth Management Inc.82,049$1,972 09/30/2019
     CWI82,049$1,972 09/30/2019
Janney Montgomery Scott LLC73,233$1,761 09/30/2019
     CWI73,233$1,761 09/30/2019
Goldman Sachs Group Inc.73,057$1,756 09/30/2019
     CWI73,057$1,756 09/30/2019
Gradient Investments LLC69,209$1,664 09/30/2019
     CWI69,209$1,664 09/30/2019
Prestige Wealth Management Group LLC64,443$1,549 09/30/2019
     CWI64,443$1,549 09/30/2019
Prime Capital Investment Advisors LLC61,546$1,480 09/30/2019
     CWI61,546$1,480 09/30/2019
Balasa Dinverno & Foltz LLC61,457$1,477 09/30/2019
     CWI61,457$1,477 09/30/2019
Sage Financial Group Inc.57,822$1,390 09/30/2019
     CWI57,822$1,390 09/30/2019
Parametric Portfolio Associates LLC55,695$1,339 09/30/2019
     CWI55,695$1,339 09/30/2019
Nisa Investment Advisors LLC54,750$1,316 09/30/2019
     CWI54,750$1,316 09/30/2019
Boston Advisors LLC53,881$1,295 09/30/2019
     CWI53,881$1,295 09/30/2019
Klingenstein Fields & Co. LLC52,261$1,256 09/30/2019
     CWI52,261$1,256 09/30/2019
LPL Financial LLC51,689$1,243 09/30/2019
     CWI51,689$1,243 09/30/2019
First Commonwealth Financial Corp PA50,310$1,209 09/30/2019
     CWI50,310$1,209 09/30/2019
Bank of Montreal Can49,790$1,197 09/30/2019
     CWI49,790$1,197 09/30/2019
Newman Dignan & Sheerar Inc.49,319$1,186 09/30/2019
     CWI49,319$1,186 09/30/2019
Financial Counselors Inc.49,247$1,184 09/30/2019
     CWI49,247$1,184 09/30/2019
RKL Wealth Management LLC48,532$1,170 09/30/2019
     CWI48,532$1,170 09/30/2019
Private Advisor Group LLC48,103$1,156 09/30/2019
     CWI48,103$1,156 09/30/2019
Townsquare Capital LLC44,839$1,141 09/30/2019
     CWI44,839$1,141 09/30/2019
Strategic Financial Group LLC44,372$1,067 09/30/2019
     CWI44,372$1,067 09/30/2019
Mitchell Capital Management Co.42,898$1,031 09/30/2019
     CWI42,898$1,031 09/30/2019
United Income Inc.41,374$996 09/30/2019
     CWI41,374$996 09/30/2019
ARS Investment Partners LLC40,895$983 09/30/2019
     CWI40,895$983 09/30/2019
Forte Capital LLC ADV37,130$893 09/30/2019
     CWI37,130$893 09/30/2019
Cetera Advisors LLC36,022$864 09/30/2019
     CWI36,022$864 09/30/2019
Veritable L.P.33,585$807 09/30/2019
     CWI33,585$807 09/30/2019
Gladstone Institutional Advisory LLC33,572$807 09/30/2019
     CWI33,572$807 09/30/2019
Sheets Smith Wealth Management31,627$760 09/30/2019
     CWI31,627$760 09/30/2019
Blair William & Co. IL31,346$754 09/30/2019
     CWI31,346$754 09/30/2019
Pure Financial Advisors Inc.27,886$670 09/30/2019
     CWI27,886$670 09/30/2019
Bailard Inc.25,776$620 09/30/2019
     CWI25,776$620 09/30/2019
Atria Investments LLC24,639$592 09/30/2019
     CWI24,639$592 09/30/2019
Windsor Group LTD25,365$592 09/30/2019
     CWI25,365$592 09/30/2019
Howard Financial Services LTD.24,574$591 09/30/2019
     CWI24,574$591 09/30/2019
Mutual Advisors LLC23,623$568 09/30/2019
     CWI23,623$568 09/30/2019
Voya Financial Advisors Inc.23,524$564 09/30/2019
     CWI23,524$564 09/30/2019
Virtu Financial LLC20,410$491 09/30/2019
     CWI20,410$491 09/30/2019
Evanson Asset Management LLC20,436$491 09/30/2019
     CWI20,436$491 09/30/2019
Financial Advisors LLC19,939$479 09/30/2019
     CWI19,939$479 09/30/2019
Kohmann Bosshard Financial Services LLC18,978$456 09/30/2019
     CWI18,978$456 09/30/2019
Stratos Wealth Advisors LLC18,584$447 09/30/2019
     CWI18,584$447 09/30/2019
Sharkey Howes & Javer18,556$446 09/30/2019
     CWI18,556$446 09/30/2019
Marietta Wealth Management LLC18,341$441 09/30/2019
     CWI18,341$441 09/30/2019
Covenant Multifamily Offices LLC17,932$431 09/30/2019
     CWI17,932$431 09/30/2019
SNS Financial Group LLC17,839$429 09/30/2019
     CWI17,839$429 09/30/2019
Synovus Financial Corp17,726$426 09/30/2019
     CWI17,726$426 09/30/2019
Chesley Taft & Associates LLC17,524$421 09/30/2019
     CWI17,524$421 09/30/2019
Relaxing Retirement Coach16,968$408 09/30/2019
     CWI16,968$408 09/30/2019
First Republic Investment Management Inc.16,702$402 09/30/2019
     CWI16,702$402 09/30/2019
Wela Strategies Inc.16,642$400 09/30/2019
     CWI16,642$400 09/30/2019
Bernardo Wealth Planning LLC15,678$376 09/30/2019
     CWI15,678$376 09/30/2019
Lenox Wealth Advisors LLC15,512$373 09/30/2019
     CWI15,512$373 09/30/2019
Retirement Planning Group14,980$360 09/30/2019
     CWI14,980$360 09/30/2019
Cambridge Trust Co.14,811$356 09/30/2019
     CWI14,811$356 09/30/2019
QCI Asset Management Inc. NY14,445$347 09/30/2019
     CWI14,445$347 09/30/2019
US Bancorp DE14,390$346 09/30/2019
     CWI14,390$346 09/30/2019
Massey Quick Simon & CO. LLC14,363$345 09/30/2019
     CWI14,363$345 09/30/2019
CIBC Private Wealth Group LLC12,586$303 09/30/2019
     CWI12,586$303 09/30/2019
Radnor Capital Management LLC12,000$288 09/30/2019
     CWI12,000$288 09/30/2019
Wealth Architects LLC11,862$285 09/30/2019
     CWI11,862$285 09/30/2019
Verition Fund Management LLC11,089$267 09/30/2019
     CWI11,089$267 09/30/2019
Homrich & Berg10,701$257 09/30/2019
     CWI10,701$257 09/30/2019
Brown Advisory Inc.10,500$252 09/30/2019
     CWI10,500$252 09/30/2019
BOKF NA10,444$251 09/30/2019
     CWI10,444$251 09/30/2019
Sullivan Bruyette Speros & Blaney LLC10,323$248 09/30/2019
     CWI10,323$248 09/30/2019
Brightworth10,134$244 09/30/2019
     CWI10,134$244 09/30/2019
Trustcore Financial Services LLC9,849$237 09/30/2019
     CWI9,849$237 09/30/2019
LeJeune Puetz Investment Counsel LLC9,375$225 09/30/2019
     CWI9,375$225 09/30/2019
JFS Wealth Advisors LLC9,217$222 09/30/2019
     CWI9,217$222 09/30/2019
JPMorgan Chase & Co.8,196$197 09/30/2019
     CWI8,196$197 09/30/2019
Investors Research Corp8,098$195 09/30/2019
     CWI8,098$195 09/30/2019
Deutsche Bank AG7,389$177 09/30/2019
     CWI7,389$177 09/30/2019
Ladenburg Thalmann Financial Services Inc.6,088$146 09/30/2019
     CWI6,088$146 09/30/2019
FMR LLC4,869$117 09/30/2019
     CWI4,869$117 09/30/2019
Stearns Financial Services Group3,662$88 09/30/2019
     CWI3,662$88 09/30/2019
Capital Analysts LLC3,446$82 09/30/2019
     CWI3,446$82 09/30/2019
Glenmede Trust Co. NA3,169$75 09/30/2019
     CWI3,169$75 09/30/2019
Fifth Third Bancorp2,317$56 09/30/2019
     CWI2,317$56 09/30/2019
Advisory Services Network LLC1,388$51 09/30/2019
     CWI1,388$51 09/30/2019
Burt Wealth Advisors1,982$48 09/30/2019
     CWI1,982$48 09/30/2019
Whittier Trust Co. of Nevada Inc.1,820$44 09/30/2019
     CWI1,820$44 09/30/2019
Lenox Wealth Management Inc.1,866$44 09/30/2019
     CWI1,866$44 09/30/2019
Howe & Rusling Inc.1,800$43 09/30/2019
     CWI1,800$43 09/30/2019
Bedel Financial Consulting Inc.1,574$38 09/30/2019
     CWI1,574$38 09/30/2019
Todd Asset Management LLC1,491$36 09/30/2019
     CWI1,491$36 09/30/2019
Signaturefd LLC1,162$28 09/30/2019
     CWI1,162$28 09/30/2019
Valeo Financial Advisors LLC1,068$26 09/30/2019
     CWI1,068$26 09/30/2019
MCF Advisors LLC953$23 09/30/2019
     CWI953$23 09/30/2019
Northwestern Mutual Wealth Management Co.868$21 09/30/2019
     CWI868$21 09/30/2019
Mycio Wealth Partners LLC798$19 09/30/2019
     CWI798$19 09/30/2019
Coastal Capital Group Inc.750$18 09/30/2019
     CWI750$18 09/30/2019
Liberty Wealth Management LLC738$18 09/30/2019
     CWI738$18 09/30/2019
Strategic Capital Advisers Inc.712$17 09/30/2019
     CWI712$17 09/30/2019
NEXT Financial Group Inc505$12 09/30/2019
     CWI505$12 09/30/2019
Bartlett & Co. LLC451$11 09/30/2019
     CWI451$11 09/30/2019
Roble Belko & Company Inc472$11 09/30/2019
     CWI472$11 09/30/2019
Patriot Financial Group Insurance Agency LLC167$4 09/30/2019
     CWI167$4 09/30/2019
Global Retirement Partners LLC100$2 09/30/2019
     CWI100$2 09/30/2019
BlackRock Inc.43$1 09/30/2019
     CWI43$1 09/30/2019
Hudock Capital Group LLC53$1 09/30/2019
     CWI53$1 09/30/2019
Proequities Inc.0$0 09/30/2019
     CWI0$0 09/30/2019
Carroll Financial Associates Inc.28$0 09/30/2019
     CWI28$0 09/30/2019
Advisory Alpha LLC7$0 09/30/2019
     CWI7$0 09/30/2019
Stratos Wealth Partners LTD.22$0 09/30/2019
     CWI22$0 09/30/2019
IFP Advisors Inc0$0 09/30/2019
     CWI0$0 09/30/2019

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

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