HoldingsChannel.com
Funds Holding FMB
HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley1,844,328$102,449 12/31/2019
     FMB1,844,328$102,449 12/31/2019
UBS Group AG1,594,675$88,581 12/31/2019
     FMB1,594,675$88,581 12/31/2019
Bank of America Corp DE1,406,626$78,135 12/31/2019
     FMB1,406,626$78,135 12/31/2019
LPL Financial LLC812,341$45,124 12/31/2019
     FMB812,341$45,124 12/31/2019
Wells Fargo & Company MN694,631$38,586 12/31/2019
     FMB694,631$38,586 12/31/2019
Raymond James Financial Services Advisors Inc.421,530$23,415 12/31/2019
     FMB421,530$23,415 12/31/2019
Avantax Advisory Services Inc.336,440$18,685 12/31/2019
     FMB336,440$18,685 12/31/2019
CWM LLC328,787$18,263 12/31/2019
     FMB328,787$18,263 12/31/2019
Raymond James & Associates309,453$17,190 12/31/2019
     FMB309,453$17,190 12/31/2019
Royal Bank of Canada286,293$15,902 12/31/2019
     FMB286,293$15,902 12/31/2019
Frisch Financial Group Inc.280,541$15,584 12/31/2019
     FMB280,541$15,584 12/31/2019
Ogorek Anthony Joseph NY ADV220,164$12,229 12/31/2019
     FMB220,164$12,229 12/31/2019
Oppenheimer Asset Management Inc.211,173$11,730 12/31/2019
     FMB211,173$11,730 12/31/2019
Commonwealth Equity Services LLC192,092$10,670 12/31/2019
     FMB192,092$10,670 12/31/2019
Legacy Private Trust Co.191,639$10,645 12/31/2019
     FMB191,639$10,645 12/31/2019
Advisor Group Inc.178,010$9,889 12/31/2019
     FMB178,010$9,889 12/31/2019
Citigroup Inc.165,484$9,192 12/31/2019
     FMB165,484$9,192 12/31/2019
Ladenburg Thalmann Financial Services Inc.165,653$9,186 12/31/2019
     FMB165,653$9,186 12/31/2019
Eldridge Investment Advisors Inc.143,696$7,982 12/31/2019
     FMB143,696$7,982 12/31/2019
MML Investors Services LLC140,468$7,803 12/31/2019
     FMB140,468$7,803 12/31/2019
ERn Financial LLC139,385$7,743 12/31/2019
     FMB139,385$7,743 12/31/2019
GM Advisory Group Inc.130,522$7,250 12/31/2019
     FMB130,522$7,250 12/31/2019
Cetera Investment Advisers115,781$6,431 12/31/2019
     FMB115,781$6,431 12/31/2019
Independent Advisor Alliance115,081$6,393 12/31/2019
     FMB115,081$6,393 12/31/2019
Cypress Capital Group114,426$6,356 12/31/2019
     FMB114,426$6,356 12/31/2019
Private Advisor Group LLC96,932$5,384 12/31/2019
     FMB96,932$5,384 12/31/2019
Cambridge Investment Research Advisors Inc.95,970$5,331 12/31/2019
     FMB95,970$5,331 12/31/2019
Envestnet Asset Management Inc.94,474$5,248 12/31/2019
     FMB94,474$5,248 12/31/2019
Signature Estate & Investment Advisors LLC94,169$5,231 12/31/2019
     FMB94,169$5,231 12/31/2019
Jane Street Group LLC92,420$5,134 12/31/2019
     FMB92,420$5,134 12/31/2019
Blackhawk Capital Partners LLC.87,328$4,851 03/31/2020
     FMB87,328$4,851 03/31/2020
First Heartland Consultants Inc.84,809$4,711 12/31/2019
     FMB84,809$4,711 12/31/2019
Gladstone Institutional Advisory LLC81,162$4,508 12/31/2019
     FMB81,162$4,508 12/31/2019
TL Private Wealth69,247$3,909 12/31/2019
     FMB69,247$3,909 12/31/2019
ETRADE Capital Management LLC59,711$3,317 12/31/2019
     FMB59,711$3,317 12/31/2019
Barber Financial Group Inc.58,078$3,226 12/31/2019
     FMB58,078$3,226 12/31/2019
Moneywise Inc.57,933$3,219 12/31/2019
     FMB57,933$3,219 12/31/2019
BHF RG Capital Inc.55,523$3,084 12/31/2019
     FMB55,523$3,084 12/31/2019
IFG Advisory LLC54,601$3,033 12/31/2019
     FMB54,601$3,033 12/31/2019
Baird Financial Group Inc.54,519$3,028 12/31/2019
     FMB54,519$3,028 12/31/2019
Total Clarity Wealth Management Inc.52,966$2,942 12/31/2019
     FMB52,966$2,942 12/31/2019
Steward Partners Investment Advisory LLC51,837$2,879 12/31/2019
     FMB51,837$2,879 12/31/2019
Atlas Private Wealth Management50,120$2,784 12/31/2019
     FMB50,120$2,784 12/31/2019
Mutual Advisors LLC47,679$2,648 12/31/2019
     FMB47,679$2,648 12/31/2019
Stifel Financial Corp47,462$2,638 12/31/2019
     FMB47,462$2,638 12/31/2019
Financial Enhancement Group LLC46,171$2,565 12/31/2019
     FMB46,171$2,565 12/31/2019
Janney Montgomery Scott LLC43,993$2,444 12/31/2019
     FMB43,993$2,444 12/31/2019
LVZ Advisors Inc.43,850$2,436 12/31/2019
     FMB43,850$2,436 12/31/2019
Great Valley Advisor Group Inc.41,448$2,302 12/31/2019
     FMB41,448$2,302 12/31/2019
Whitnell & Co.41,201$2,289 12/31/2019
     FMB41,201$2,289 12/31/2019
Clearwater Capital Advisors LLC40,990$2,277 12/31/2019
     FMB40,990$2,277 12/31/2019
Smith Capital Management Inc. AR ADV40,390$2,244 12/31/2019
     FMB40,390$2,244 12/31/2019
HighTower Advisors LLC40,156$2,230 12/31/2019
     FMB40,156$2,230 12/31/2019
LexAurum Advisors LLC39,109$2,172 12/31/2019
     FMB39,109$2,172 12/31/2019
Avestar Capital LLC36,141$2,007 12/31/2019
     FMB36,141$2,007 12/31/2019
Ameritas Investment Company LLC35,536$1,974 12/31/2019
     FMB35,536$1,974 12/31/2019
GWM Advisors LLC32,994$1,832 12/31/2019
     FMB32,994$1,832 12/31/2019
Atria Investments LLC31,778$1,765 12/31/2019
     FMB31,778$1,765 12/31/2019
Northwest Wealth Management LLC31,412$1,745 12/31/2019
     FMB31,412$1,745 12/31/2019
Thoroughbred Financial Services LLC29,610$1,645 12/31/2019
     FMB29,610$1,645 12/31/2019
Usca Ria LLC28,987$1,610 12/31/2019
     FMB28,987$1,610 12/31/2019
PFG Private Wealth Management LLC28,876$1,604 12/31/2019
     FMB28,876$1,604 12/31/2019
Steel Peak Wealth Management LLC28,592$1,588 12/31/2019
     FMB28,592$1,588 12/31/2019
Stratos Wealth Partners LTD.26,971$1,498 12/31/2019
     FMB26,971$1,498 12/31/2019
Financial Advocates Investment Management25,666$1,426 12/31/2019
     FMB25,666$1,426 12/31/2019
Equitable Holdings Inc.25,540$1,419 12/31/2019
     FMB25,540$1,419 12/31/2019
Murphy Middleton Hinkle & Parker Inc.25,473$1,415 12/31/2019
     FMB25,473$1,415 12/31/2019
Wills Financial Group Inc.24,865$1,381 12/31/2019
     FMB24,865$1,381 12/31/2019
Lake Street Financial LLC23,376$1,298 12/31/2019
     FMB23,376$1,298 12/31/2019
Greenwich Investment Management Inc.23,083$1,282 12/31/2019
     FMB23,083$1,282 12/31/2019
First Allied Advisory Services Inc.23,103$1,282 12/31/2019
     FMB23,103$1,282 12/31/2019
Cetera Advisor Networks LLC22,476$1,249 12/31/2019
     FMB22,476$1,249 12/31/2019
Means Investment CO. Inc.21,484$1,205 12/31/2019
     FMB21,484$1,205 12/31/2019
We Are One Seven LLC20,922$1,162 12/31/2019
     FMB20,922$1,162 12/31/2019
Capital Investment Advisory Services LLC20,460$1,137 12/31/2019
     FMB20,460$1,137 12/31/2019
Fluent Financial LLC20,333$1,129 12/31/2019
     FMB20,333$1,129 12/31/2019
NEXT Financial Group Inc20,118$1,118 12/31/2019
     FMB20,118$1,118 12/31/2019
Hochman Cole Investment Advisors Inc.19,083$1,060 12/31/2019
     FMB19,083$1,060 12/31/2019
Seascape Capital Management18,275$1,015 12/31/2019
     FMB18,275$1,015 12/31/2019
Stratos Wealth Advisors LLC17,644$980 12/31/2019
     FMB17,644$980 12/31/2019
QP Wealth Management LLC17,319$977 12/31/2019
     FMB17,319$977 12/31/2019
Cooper Financial Group17,320$962 12/31/2019
     FMB17,320$962 12/31/2019
Resources Investment Advisors LLC.17,277$960 12/31/2019
     FMB17,277$960 12/31/2019
Trustmark National Bank Trust Department17,028$946 12/31/2019
     FMB17,028$946 12/31/2019
Occidental Asset Management LLC16,725$929 12/31/2019
     FMB16,725$929 12/31/2019
Jaffetilchin Investment Partners LLC16,418$912 12/31/2019
     FMB16,418$912 12/31/2019
Truist Financial Corp16,258$903 12/31/2019
     FMB16,258$903 12/31/2019
Strategic Wealth Advisors Group LLC15,642$869 12/31/2019
     FMB15,642$869 12/31/2019
Crumly & Associates Inc.15,612$867 12/31/2019
     FMB15,612$867 12/31/2019
Cedar Brook Financial Partners LLC14,143$786 12/31/2019
     FMB14,143$786 12/31/2019
Global Trust Asset Management LLC13,912$773 12/31/2019
     FMB13,912$773 12/31/2019
Prospera Financial Services Inc13,262$737 12/31/2019
     FMB13,262$737 12/31/2019
Larson Financial Group LLC12,801$711 12/31/2019
     FMB12,801$711 12/31/2019
HCR Wealth Advisors12,050$669 12/31/2019
     FMB12,050$669 12/31/2019
Ameriprise Financial Inc.10,409$578 12/31/2019
     FMB10,409$578 12/31/2019
BerganKDV Wealth Management LLC10,147$564 12/31/2019
     FMB10,147$564 12/31/2019
Insight Wealth Strategies LLC10,092$561 12/31/2019
     FMB10,092$561 12/31/2019
Cornerstone Wealth Management LLC9,944$552 12/31/2019
     FMB9,944$552 12/31/2019
Stonebridge Financial Planning Group LLC9,925$551 12/31/2019
     FMB9,925$551 12/31/2019
IHT Wealth Management LLC9,760$542 12/31/2019
     FMB9,760$542 12/31/2019
Cetera Advisors LLC9,715$540 12/31/2019
     FMB9,715$540 12/31/2019
Engrave Wealth Partners LLC9,664$536 12/31/2019
     FMB9,664$536 12/31/2019
Sigma Planning Corp9,520$529 12/31/2019
     FMB9,520$529 12/31/2019
Quad Cities Investment Group LLC9,354$519 12/31/2019
     FMB9,354$519 12/31/2019
SeaCrest Wealth Management LLC9,274$515 12/31/2019
     FMB9,274$515 12/31/2019
Winslow Evans & Crocker Inc.8,708$486 12/31/2019
     FMB8,708$486 12/31/2019
PFG Advisors8,525$477 12/31/2019
     FMB8,525$477 12/31/2019
JPMorgan Chase & Co.8,448$469 12/31/2019
     FMB8,448$469 12/31/2019
NewSquare Capital LLC8,315$462 12/31/2019
     FMB8,315$462 12/31/2019
BT Wealth Management LLC8,280$460 12/31/2019
     FMB8,280$460 12/31/2019
Arete Wealth Advisors LLC8,261$459 12/31/2019
     FMB8,261$459 12/31/2019
Aptus Capital Advisors LLC7,775$431 12/31/2019
     FMB7,775$431 12/31/2019
Proequities Inc.7,491$416 12/31/2019
     FMB7,491$416 12/31/2019
HBW Advisory Services LLC7,391$413 12/31/2019
     FMB7,391$413 12/31/2019
Brendel Financial Advisors LLC7,363$409 12/31/2019
     FMB7,363$409 12/31/2019
Western Wealth Management LLC6,873$382 12/31/2019
     FMB6,873$382 12/31/2019
Regal Investment Advisors LLC6,867$381 12/31/2019
     FMB6,867$381 12/31/2019
AE Wealth Management LLC6,862$381 12/31/2019
     FMB6,862$381 12/31/2019
WealthBridge Capital Management LLC6,842$380 12/31/2019
     FMB6,842$380 12/31/2019
Advisory Services Network LLC6,447$358 12/31/2019
     FMB6,447$358 12/31/2019
Accurate Investment Solutions Inc.6,264$348 12/31/2019
     FMB6,264$348 12/31/2019
Retirement Network6,168$343 12/31/2019
     FMB6,168$343 12/31/2019
Plante Moran Financial Advisors LLC6,120$340 12/31/2019
     FMB6,120$340 12/31/2019
Oppenheimer & Co. Inc.5,872$326 12/31/2019
     FMB5,872$326 12/31/2019
Redhawk Wealth Advisors Inc.5,546$308 12/31/2019
     FMB5,546$308 12/31/2019
Bernardo Wealth Planning LLC5,495$305 12/31/2019
     FMB5,495$305 12/31/2019
Doyle Wealth Management5,330$296 12/31/2019
     FMB5,330$296 12/31/2019
PNC Financial Services Group Inc.5,122$284 12/31/2019
     FMB5,122$284 12/31/2019
Clear Creek Financial Management LLC5,024$281 12/31/2019
     FMB5,024$281 12/31/2019
Financial Strategies Group Inc.5,043$280 12/31/2019
     FMB5,043$280 12/31/2019
Aft Forsyth & Company Inc.5,000$278 12/31/2019
     FMB5,000$278 12/31/2019
Inspirion Wealth Advisors LLC4,998$278 12/31/2019
     FMB4,998$278 12/31/2019
US Bancorp DE4,952$275 12/31/2019
     FMB4,952$275 12/31/2019
B. Riley Wealth Management Inc.4,750$264 12/31/2019
     FMB4,750$264 12/31/2019
Principle Wealth Partners LLC4,700$261 12/31/2019
     FMB4,700$261 12/31/2019
Advisory Resource Group4,699$261 12/31/2019
     FMB4,699$261 12/31/2019
Wedbush Securities Inc.4,670$259 12/31/2019
     FMB4,670$259 12/31/2019
Holistic Financial Partners4,587$255 12/31/2019
     FMB4,587$255 12/31/2019
S&T Bank PA4,580$254 12/31/2019
     FMB4,580$254 12/31/2019
Peterson Wealth Management4,516$253 12/31/2019
     FMB4,516$253 12/31/2019
Valeo Financial Advisors LLC4,500$250 12/31/2019
     FMB4,500$250 12/31/2019
Pensionmark Financial Group LLC4,425$246 12/31/2019
     FMB4,425$246 12/31/2019
SignalPoint Asset Management LLC4,210$234 12/31/2019
     FMB4,210$234 12/31/2019
Beacon Pointe Wealth Advisors LLC3,981$221 12/31/2019
     FMB3,981$221 12/31/2019
Ascension Capital Advisors Inc.3,930$218 12/31/2019
     FMB3,930$218 12/31/2019
Wealthcare Advisory Partners LLC3,911$217 12/31/2019
     FMB3,911$217 12/31/2019
Mercer Global Advisors Inc. ADV3,830$213 12/31/2019
     FMB3,830$213 12/31/2019
Benjamin F. Edwards & Company Inc.3,266$181 12/31/2019
     FMB3,266$181 12/31/2019
Global Retirement Partners LLC3,000$167 12/31/2019
     FMB3,000$167 12/31/2019
Verus Capital Partners LLC2,045$114 12/31/2019
     FMB2,045$114 12/31/2019
Sowell Financial Services LLC1,962$109 12/31/2019
     FMB1,962$109 12/31/2019
IFP Advisors Inc1,814$100 12/31/2019
     FMB1,814$100 12/31/2019
Patriot Financial Group Insurance Agency LLC1,798$100 12/31/2019
     FMB1,798$100 12/31/2019
EPG Wealth Management LLC1,488$83 12/31/2019
     FMB1,488$83 12/31/2019
Benjamin Edwards Inc.1,334$74 12/31/2019
     FMB1,334$74 12/31/2019
Sterling Investment Advisors Ltd.1,000$55 12/31/2019
     FMB1,000$55 12/31/2019
CLS Investments LLC976$54 12/31/2019
     FMB976$54 12/31/2019
FTB Advisors Inc.615$34 12/31/2019
     FMB615$34 12/31/2019
Anfield Capital Management LLC608$34 12/31/2019
     FMB608$34 12/31/2019
Ameritas Investment Partners Inc.550$30 12/31/2019
     FMB550$30 12/31/2019
SRS Capital Advisors Inc.532$30 12/31/2019
     FMB532$30 12/31/2019
Mycio Wealth Partners LLC372$21 12/31/2019
     FMB372$21 12/31/2019
Northwestern Mutual Wealth Management Co.313$17 12/31/2019
     FMB313$17 12/31/2019
LifePlan Financial Group Inc276$15 12/31/2019
     FMB276$15 12/31/2019
Coastal Investment Advisors Inc.275$15 12/31/2019
     FMB275$15 12/31/2019
Flagship Harbor Advisors LLC200$11 12/31/2019
     FMB200$11 12/31/2019
Creative Financial Designs Inc. ADV162$9 12/31/2019
     FMB162$9 12/31/2019
Wealth Quarterback LLC126$7 12/31/2019
     FMB126$7 12/31/2019

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

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