HoldingsChannel.com
Funds Holding FPE
HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley31,293,043$628,051 12/31/2019
     FPE31,293,043$628,051 12/31/2019
Royal Bank of Canada12,437,667$249,624 12/31/2019
     FPE12,437,667$249,624 12/31/2019
UBS Group AG9,409,790$188,854 12/31/2019
     FPE9,409,790$188,854 12/31/2019
Bank of America Corp DE7,937,270$159,300 12/31/2019
     FPE7,937,270$159,300 12/31/2019
LPL Financial LLC4,345,054$87,205 12/31/2019
     FPE4,345,054$87,205 12/31/2019
Eaton Vance Management4,344,046$87,185 12/31/2019
     FPE4,344,046$87,185 12/31/2019
Raymond James Financial Services Advisors Inc.2,982,753$59,864 12/31/2019
     FPE2,982,753$59,864 12/31/2019
Trustmark National Bank Trust Department2,750,765$55,208 12/31/2019
     FPE2,750,765$55,208 12/31/2019
Cambridge Investment Research Advisors Inc.2,066,736$41,479 12/31/2019
     FPE2,066,736$41,479 12/31/2019
Sunbelt Securities Inc.7,489$37,578 12/31/2019
     FPE7,489$37,578 12/31/2019
Raymond James & Associates1,846,869$37,067 12/31/2019
     FPE1,846,869$37,067 12/31/2019
CWM LLC1,565,878$31,427 12/31/2019
     FPE1,565,878$31,427 12/31/2019
Truist Financial Corp1,240,900$24,905 12/31/2019
     FPE1,240,900$24,905 12/31/2019
Flaharty Asset Management LLC1,064,054$21,355 12/31/2019
     FPE1,064,054$21,355 12/31/2019
Stifel Financial Corp1,063,184$21,314 12/31/2019
     FPE1,063,184$21,314 12/31/2019
Trilogy Capital Inc.954,589$19,264 12/31/2019
     FPE954,589$19,264 12/31/2019
Park National Corp OH949,494$19,056 12/31/2019
     FPE949,494$19,056 12/31/2019
Advisor Group Inc.947,420$19,015 12/31/2019
     FPE947,420$19,015 12/31/2019
Summit Financial Wealth Advisors LLC925,639$18,707 12/31/2019
     FPE925,639$18,707 12/31/2019
Beacon Financial Group931,044$18,686 12/31/2019
     FPE931,044$18,686 12/31/2019
BB&T Securities LLC843,394$16,650 09/30/2019
     FPE843,394$16,650 09/30/2019
Commonwealth Equity Services LLC817,496$16,407 12/31/2019
     FPE817,496$16,407 12/31/2019
SRS Capital Advisors Inc.795,664$15,969 12/31/2019
     FPE795,664$15,969 12/31/2019
Qube Research & Technologies Ltd778,789$15,630 12/31/2019
     FPE778,789$15,630 12/31/2019
Country Trust Bank743,455$14,921 12/31/2019
     FPE743,455$14,921 12/31/2019
Envestnet Asset Management Inc.726,534$14,582 12/31/2019
     FPE726,534$14,582 12/31/2019
Renaissance Technologies LLC700,799$14,065 12/31/2019
     FPE700,799$14,065 12/31/2019
HCR Wealth Advisors699,508$14,039 12/31/2019
     FPE699,508$14,039 12/31/2019
Jaffetilchin Investment Partners LLC694,395$13,936 12/31/2019
     FPE694,395$13,936 12/31/2019
Janney Montgomery Scott LLC691,108$13,871 12/31/2019
     FPE691,108$13,871 12/31/2019
Ladenburg Thalmann Financial Services Inc.662,472$13,346 12/31/2019
     FPE662,472$13,346 12/31/2019
American Financial Advisors LLC668,275$13,192 12/31/2019
     FPE668,275$13,192 12/31/2019
Wells Fargo & Company MN636,847$12,782 12/31/2019
     FPE636,847$12,782 12/31/2019
Baird Financial Group Inc.618,596$12,415 12/31/2019
     FPE618,596$12,415 12/31/2019
Empirical Financial Services LLC d.b.a. Empirical Wealth Management606,535$12,173 12/31/2019
     FPE606,535$12,173 12/31/2019
Avantax Advisory Services Inc.602,551$12,089 12/31/2019
     FPE602,551$12,089 12/31/2019
Gradient Investments LLC583,265$11,706 12/31/2019
     FPE583,265$11,706 12/31/2019
Vivaldi Capital Management LLC580,573$11,652 12/31/2019
     FPE580,573$11,652 12/31/2019
First Trust Advisors LP511,746$10,271 12/31/2019
     FPE511,746$10,271 12/31/2019
MML Investors Services LLC504,567$10,127 12/31/2019
     FPE504,567$10,127 12/31/2019
Karp Capital Management Corp480,949$9,653 12/31/2019
     FPE480,949$9,653 12/31/2019
Clearwater Capital Advisors LLC458,623$9,205 12/31/2019
     FPE458,623$9,205 12/31/2019
Icon Wealth Partners LLC398,274$7,993 12/31/2019
     FPE398,274$7,993 12/31/2019
Credit Suisse AG397,568$7,979 12/31/2019
     FPE397,568$7,979 12/31/2019
Cetera Advisor Networks LLC384,280$7,699 12/31/2019
     FPE384,280$7,699 12/31/2019
AE Wealth Management LLC379,857$7,624 12/31/2019
     FPE379,857$7,624 12/31/2019
B. Riley Wealth Management Inc.355,580$7,136 12/31/2019
     FPE355,580$7,136 12/31/2019
Sawtooth Solutions LLC343,444$6,893 12/31/2019
     FPE343,444$6,893 12/31/2019
Comerica Bank334,025$6,767 12/31/2019
     FPE334,025$6,767 12/31/2019
Jane Street Group LLC328,106$6,585 12/31/2019
     FPE328,106$6,585 12/31/2019
Archer Investment Corp326,308$6,568 12/31/2019
     FPE326,308$6,568 12/31/2019
Wills Financial Group Inc.323,139$6,485 12/31/2019
     FPE323,139$6,485 12/31/2019
Northern Oak Wealth Management Inc.316,589$6,354 12/31/2019
     FPE316,589$6,354 12/31/2019
Red Cedar Investment Management LLC311,474$6,250 12/31/2019
     FPE311,474$6,250 12/31/2019
STA Wealth Management LLC293,961$5,900 12/31/2019
     FPE293,961$5,900 12/31/2019
Measured Wealth Private Client Group LLC288,996$5,800 12/31/2019
     FPE288,996$5,800 12/31/2019
Harvest Investment Services LLC288,536$5,790 12/31/2019
     FPE288,536$5,790 12/31/2019
Newman Dignan & Sheerar Inc.284,362$5,707 12/31/2019
     FPE284,362$5,707 12/31/2019
Transform Wealth LLC268,121$5,381 12/31/2019
     FPE268,121$5,381 12/31/2019
Quad Cities Investment Group LLC261,590$5,250 12/31/2019
     FPE261,590$5,250 12/31/2019
JPMorgan Chase & Co.257,192$5,162 12/31/2019
     FPE257,192$5,162 12/31/2019
Cetera Investment Advisers248,588$4,985 12/31/2019
     FPE248,588$4,985 12/31/2019
Aspen Investment Management Inc232,978$4,676 12/31/2019
     FPE232,978$4,676 12/31/2019
Hardy Reed LLC230,793$4,632 12/31/2019
     FPE230,793$4,632 12/31/2019
Csenge Advisory Group226,151$4,539 12/31/2019
     FPE226,151$4,539 12/31/2019
Lincoln National Corp222,302$4,462 12/31/2019
     FPE222,302$4,462 12/31/2019
Atlas Private Wealth Management221,165$4,439 12/31/2019
     FPE221,165$4,439 12/31/2019
Family Legacy Inc.219,645$4,432 12/31/2019
     FPE219,645$4,432 12/31/2019
KMG Fiduciary Partners LLC210,978$4,234 12/31/2019
     FPE210,978$4,234 12/31/2019
Private Advisor Group LLC206,162$4,138 12/31/2019
     FPE206,162$4,138 12/31/2019
WESPAC Advisors LLC204,955$4,113 12/31/2019
     FPE204,955$4,113 12/31/2019
PNC Financial Services Group Inc.204,149$4,097 12/31/2019
     FPE204,149$4,097 12/31/2019
Stratos Wealth Partners LTD.201,709$4,048 12/31/2019
     FPE201,709$4,048 12/31/2019
Financial Enhancement Group LLC199,097$3,996 12/31/2019
     FPE199,097$3,996 12/31/2019
Mutual Advisors LLC192,561$3,865 12/31/2019
     FPE192,561$3,865 12/31/2019
Sigma Planning Corp187,488$3,763 12/31/2019
     FPE187,488$3,763 12/31/2019
Signature Estate & Investment Advisors LLC179,182$3,596 12/31/2019
     FPE179,182$3,596 12/31/2019
Soltis Investment Advisors LLC170,382$3,420 12/31/2019
     FPE170,382$3,420 12/31/2019
Benjamin F. Edwards & Company Inc.162,865$3,269 12/31/2019
     FPE162,865$3,269 12/31/2019
McMahon Financial Advisors LLC162,018$3,250 12/31/2019
     FPE162,018$3,250 12/31/2019
StrategIQ Financial Group LLC161,585$3,243 12/31/2019
     FPE161,585$3,243 12/31/2019
Suntrust Banks Inc.167,505$3,226 09/30/2019
     FPE167,505$3,226 09/30/2019
Blue Sky Asset Management LLC158,587$3,183 12/31/2019
     FPE158,587$3,183 12/31/2019
Prospera Financial Services Inc155,096$3,113 12/31/2019
     FPE155,096$3,113 12/31/2019
Barclays PLC149,400$2,998 12/31/2019
     FPE149,400$2,998 12/31/2019
Price Capital Management Inc.149,400$2,998 12/31/2019
     FPE149,400$2,998 12/31/2019
CLS Investments LLC148,500$2,980 12/31/2019
     FPE148,500$2,980 12/31/2019
Wedbush Securities Inc.145,216$2,914 12/31/2019
     FPE145,216$2,914 12/31/2019
RFG Advisory LLC139,403$2,798 12/31/2019
     FPE139,403$2,798 12/31/2019
BHF RG Capital Inc.139,330$2,796 12/31/2019
     FPE139,330$2,796 12/31/2019
Citigroup Inc.135,590$2,721 12/31/2019
     FPE135,590$2,721 12/31/2019
River & Mercantile LLC134,725$2,704 12/31/2019
     FPE134,725$2,704 12/31/2019
IHT Wealth Management LLC125,686$2,523 12/31/2019
     FPE125,686$2,523 12/31/2019
Stephens Inc. AR122,917$2,467 12/31/2019
     FPE122,917$2,467 12/31/2019
First Allied Advisory Services Inc.120,982$2,428 12/31/2019
     FPE120,982$2,428 12/31/2019
Equitable Holdings Inc.120,879$2,426 12/31/2019
     FPE120,879$2,426 12/31/2019
Mirae Asset Global Investments Co. Ltd.120,456$2,418 12/31/2019
     FPE120,456$2,418 12/31/2019
Lake Street Financial LLC114,299$2,294 12/31/2019
     FPE114,299$2,294 12/31/2019
Western Wealth Management LLC113,734$2,283 12/31/2019
     FPE113,734$2,283 12/31/2019
UMB Bank N A MO112,565$2,259 12/31/2019
     FPE112,565$2,259 12/31/2019
Benjamin Edwards Inc.111,420$2,236 12/31/2019
     FPE111,420$2,236 12/31/2019
Edmonds Duncan Registered Investment Advisors LLC109,537$2,198 12/31/2019
     FPE109,537$2,198 12/31/2019
Oxbow Advisors LLC108,115$2,170 12/31/2019
     FPE108,115$2,170 12/31/2019
Atria Investments LLC101,866$2,044 12/31/2019
     FPE101,866$2,044 12/31/2019
Steward Partners Investment Advisory LLC100,659$2,020 12/31/2019
     FPE100,659$2,020 12/31/2019
Cetera Advisors LLC96,723$1,936 12/31/2019
     FPE96,723$1,936 12/31/2019
Brown Advisory Securities LLC96,438$1,931 12/31/2019
     FPE96,438$1,931 12/31/2019
Advisory Services Network LLC94,633$1,900 12/31/2019
     FPE94,633$1,900 12/31/2019
Independent Advisor Alliance94,525$1,897 12/31/2019
     FPE94,525$1,897 12/31/2019
IFG Advisory LLC93,925$1,885 12/31/2019
     FPE93,925$1,885 12/31/2019
Clear Creek Financial Management LLC91,136$1,834 12/31/2019
     FPE91,136$1,834 12/31/2019
Wealthcare Advisory Partners LLC89,359$1,793 12/31/2019
     FPE89,359$1,793 12/31/2019
Stonebridge Financial Planning Group LLC86,809$1,742 12/31/2019
     FPE86,809$1,742 12/31/2019
US Bancorp DE84,488$1,696 12/31/2019
     FPE84,488$1,696 12/31/2019
American Institute for Advanced Investment Management LLP83,763$1,681 12/31/2019
     FPE83,763$1,681 12/31/2019
Chicago Partners Investment Group LLC83,034$1,679 12/31/2019
     FPE83,034$1,679 12/31/2019
Concentrum Wealth Management82,915$1,664 12/31/2019
     FPE82,915$1,664 12/31/2019
Cornell Pochily Investment Advisors Inc.82,837$1,663 12/31/2019
     FPE82,837$1,663 12/31/2019
WealthBridge Capital Management LLC82,064$1,647 12/31/2019
     FPE82,064$1,647 12/31/2019
QP Wealth Management LLC77,143$1,563 12/31/2019
     FPE77,143$1,563 12/31/2019
Quantitative Advantage LLC77,219$1,550 12/31/2019
     FPE77,219$1,550 12/31/2019
GWM Advisors LLC74,840$1,502 12/31/2019
     FPE74,840$1,502 12/31/2019
Jacobsen Capital Management72,878$1,462 12/31/2019
     FPE72,878$1,462 12/31/2019
Wintrust Investments LLC71,494$1,435 12/31/2019
     FPE71,494$1,435 12/31/2019
NEXT Financial Group Inc71,319$1,431 12/31/2019
     FPE71,319$1,431 12/31/2019
Vista Investment Management71,023$1,425 12/31/2019
     FPE71,023$1,425 12/31/2019
Patriot Financial Group Insurance Agency LLC69,515$1,395 12/31/2019
     FPE69,515$1,395 12/31/2019
Arden Trust Co68,256$1,370 12/31/2019
     FPE68,256$1,370 12/31/2019
Lido Advisors LLC67,797$1,361 12/31/2019
     FPE67,797$1,361 12/31/2019
AdvisorNet Financial Inc65,205$1,309 12/31/2019
     FPE65,205$1,309 12/31/2019
Smith Capital Management Inc. AR ADV63,915$1,283 12/31/2019
     FPE63,915$1,283 12/31/2019
Brio Consultants LLC63,847$1,281 12/31/2019
     FPE63,847$1,281 12/31/2019
Providence Wealth Advisors LLC63,337$1,270 12/31/2019
     FPE63,337$1,270 12/31/2019
Americana Partners LLC63,050$1,265 12/31/2019
     FPE63,050$1,265 12/31/2019
Kovack Advisors Inc.61,897$1,242 12/31/2019
     FPE61,897$1,242 12/31/2019
Northwest Wealth Management LLC61,608$1,236 12/31/2019
     FPE61,608$1,236 12/31/2019
Cypress Capital Group60,275$1,210 12/31/2019
     FPE60,275$1,210 12/31/2019
DAVENPORT & Co LLC59,109$1,186 12/31/2019
     FPE59,109$1,186 12/31/2019
Financial Advocates Investment Management58,366$1,172 12/31/2019
     FPE58,366$1,172 12/31/2019
Strategic Wealth Advisors Group LLC57,991$1,164 12/31/2019
     FPE57,991$1,164 12/31/2019
Steel Peak Wealth Management LLC56,717$1,138 12/31/2019
     FPE56,717$1,138 12/31/2019
Burns J W & Co. Inc. NY56,250$1,129 12/31/2019
     FPE56,250$1,129 12/31/2019
Shamrock Asset Management LLC56,836$1,121 09/30/2019
     FPE56,836$1,121 09/30/2019
Strategic Blueprint LLC55,418$1,112 12/31/2019
     FPE55,418$1,112 12/31/2019
Kingsview Wealth Management LLC53,654$1,077 12/31/2019
     FPE53,654$1,077 12/31/2019
Laurel Wealth Advisors Inc.53,209$1,068 12/31/2019
     FPE53,209$1,068 12/31/2019
LVZ Advisors Inc.52,764$1,059 12/31/2019
     FPE52,764$1,059 12/31/2019
RVW Wealth LLC52,776$1,059 12/31/2019
     FPE52,776$1,059 12/31/2019
Parametric Portfolio Associates LLC52,641$1,057 12/31/2019
     FPE52,641$1,057 12/31/2019
Creative Planning52,325$1,050 12/31/2019
     FPE52,325$1,050 12/31/2019
Capital One National Association50,718$1,018 12/31/2019
     FPE50,718$1,018 12/31/2019
Altium Wealth Management LLC49,310$990 12/31/2019
     FPE49,310$990 12/31/2019
Castle Rock Wealth Management LLC46,578$953 12/31/2019
     FPE46,578$953 12/31/2019
Whitnell & Co.46,201$927 12/31/2019
     FPE46,201$927 12/31/2019
Advanced Asset Management Advisors Inc46,000$923 12/31/2019
     FPE46,000$923 12/31/2019
Corient Capital Partners LLC45,001$903 12/31/2019
     FPE45,001$903 12/31/2019
SeaCrest Wealth Management LLC44,709$897 12/31/2019
     FPE44,709$897 12/31/2019
Thrivent Financial for Lutherans44,008$883 12/31/2019
     FPE44,008$883 12/31/2019
United Capital Financial Advisers LLC42,733$858 12/31/2019
     FPE42,733$858 12/31/2019
Gladstone Institutional Advisory LLC42,676$857 12/31/2019
     FPE42,676$857 12/31/2019
Telemus Capital LLC40,500$813 12/31/2019
     FPE40,500$813 12/31/2019
Ironwood Investment Counsel LLC39,558$793 12/31/2019
     FPE39,558$793 12/31/2019
Noven Financial Group Inc.39,334$789 12/31/2019
     FPE39,334$789 12/31/2019
Comerica Securities Inc.38,981$782 12/31/2019
     FPE38,981$782 12/31/2019
Mid Atlantic Financial Management Inc. ADV38,108$765 12/31/2019
     FPE38,108$765 12/31/2019
Park Avenue Securities LLC36,641$735 12/31/2019
     FPE36,641$735 12/31/2019
Moser Wealth Advisors LLC36,300$729 12/31/2019
     FPE36,300$729 12/31/2019
Winslow Evans & Crocker Inc.35,872$722 12/31/2019
     FPE35,872$722 12/31/2019
Flagship Harbor Advisors LLC35,122$705 12/31/2019
     FPE35,122$705 12/31/2019
Scotia Capital Inc.34,147$687 12/31/2019
     FPE34,147$687 12/31/2019
National Asset Management Inc.33,816$679 12/31/2019
     FPE33,816$679 12/31/2019
Trustcore Financial Services LLC33,766$678 12/31/2019
     FPE33,766$678 12/31/2019
BOKF NA33,423$670 12/31/2019
     FPE33,423$670 12/31/2019
Koshinski Asset Management Inc.33,044$661 12/31/2019
     FPE33,044$661 12/31/2019
Wealth Enhancement & Preservation of GA LLC33,076$648 12/31/2019
     FPE33,076$648 12/31/2019
M Holdings Securities Inc.32,001$642 12/31/2019
     FPE32,001$642 12/31/2019
M&T Bank Corp31,671$636 12/31/2019
     FPE31,671$636 12/31/2019
Miracle Mile Advisors LLC31,649$635 12/31/2019
     FPE31,649$635 12/31/2019
Oppenheimer & Co. Inc.31,568$634 12/31/2019
     FPE31,568$634 12/31/2019
First Heartland Consultants Inc.31,104$625 12/31/2019
     FPE31,104$625 12/31/2019
LexAurum Advisors LLC28,365$569 12/31/2019
     FPE28,365$569 12/31/2019
PRW Wealth Management LLC28,000$562 12/31/2019
     FPE28,000$562 12/31/2019
Merit Financial Group LLC27,910$560 12/31/2019
     FPE27,910$560 12/31/2019
Busey Wealth Management27,578$554 12/31/2019
     FPE27,578$554 12/31/2019
Segment Wealth Management LLC27,410$550 12/31/2019
     FPE27,410$550 12/31/2019
Thoroughbred Financial Services LLC27,185$546 12/31/2019
     FPE27,185$546 12/31/2019
Summit Financial Group Inc.26,054$523 12/31/2019
     FPE26,054$523 12/31/2019
Good Life Advisors LLC25,832$520 12/31/2019
     FPE25,832$520 12/31/2019
Magnus Financial Group LLC25,926$520 12/31/2019
     FPE25,926$520 12/31/2019
Ausdal Financial Partners Inc.24,846$503 12/31/2019
     FPE24,846$503 12/31/2019
RPg Family Wealth Advisory LLC24,744$497 12/31/2019
     FPE24,744$497 12/31/2019
Sequoia Financial Advisors LLC24,455$491 12/31/2019
     FPE24,455$491 12/31/2019
1776 Wealth LLC23,730$476 12/31/2019
     FPE23,730$476 12/31/2019
Almanack Investment Partners LLC.23,664$475 12/31/2019
     FPE23,664$475 12/31/2019
United Asset Strategies Inc.23,466$471 12/31/2019
     FPE23,466$471 12/31/2019
Sound View Wealth Advisors Group LLC22,263$447 12/31/2019
     FPE22,263$447 12/31/2019
Moors & Cabot Inc.22,208$444 12/31/2019
     FPE22,208$444 12/31/2019
Legacy Wealth Partners Inc.21,389$435 12/31/2019
     FPE21,389$435 12/31/2019
Capital Investment Advisory Services LLC21,510$432 12/31/2019
     FPE21,510$432 12/31/2019
J.W. Cole Advisors Inc.21,387$429 12/31/2019
     FPE21,387$429 12/31/2019
Baker Avenue Asset Management LP20,640$414 12/31/2019
     FPE20,640$414 12/31/2019
Northwestern Mutual Wealth Management Co.20,587$413 12/31/2019
     FPE20,587$413 12/31/2019
D.A. Davidson & CO.19,871$399 12/31/2019
     FPE19,871$399 12/31/2019
Pensionmark Financial Group LLC19,278$387 12/31/2019
     FPE19,278$387 12/31/2019
Ibex Wealth Advisors18,140$364 12/31/2019
     FPE18,140$364 12/31/2019
Iowa State Bank17,704$355 12/31/2019
     FPE17,704$355 12/31/2019
Sowell Financial Services LLC17,634$354 12/31/2019
     FPE17,634$354 12/31/2019
Belpointe Asset Management LLC17,656$354 12/31/2019
     FPE17,656$354 12/31/2019
Paloma Partners Management Co17,268$347 12/31/2019
     FPE17,268$347 12/31/2019
Wealthsource Partners LLC17,048$342 12/31/2019
     FPE17,048$342 12/31/2019
Kerntke Otto McGlone Wealth Management Group16,984$341 12/31/2019
     FPE16,984$341 12/31/2019
Mycio Wealth Partners LLC16,644$334 12/31/2019
     FPE16,644$334 12/31/2019
QCI Asset Management Inc. NY16,301$327 12/31/2019
     FPE16,301$327 12/31/2019
BEAM Asset Management LLC16,087$323 12/31/2019
     FPE16,087$323 12/31/2019
Cooper Financial Group15,797$317 12/31/2019
     FPE15,797$317 12/31/2019
LifeSteps Financial Inc.15,664$314 12/31/2019
     FPE15,664$314 12/31/2019
IFP Advisors Inc15,514$311 12/31/2019
     FPE15,514$311 12/31/2019
Jacobi Capital Management LLC15,498$311 12/31/2019
     FPE15,498$311 12/31/2019
Migdal Insurance & Financial Holdings Ltd.14,610$293 12/31/2019
     FPE14,610$293 12/31/2019
Teamwork Financial Advisors LLC14,609$293 12/31/2019
     FPE14,609$293 12/31/2019
TI Trust Inc.14,510$291 12/31/2019
     FPE14,510$291 12/31/2019
Deutsche Bank AG14,132$283 12/31/2019
     FPE14,132$283 12/31/2019
Millennium Management LLC14,085$283 12/31/2019
     FPE14,085$283 12/31/2019
ACG Wealth14,096$283 12/31/2019
     FPE14,096$283 12/31/2019
Advisors Asset Management Inc.13,707$275 12/31/2019
     FPE13,707$275 12/31/2019
Ameriprise Financial Inc.13,344$268 12/31/2019
     FPE13,344$268 12/31/2019
Holistic Financial Partners13,068$262 12/31/2019
     FPE13,068$262 12/31/2019
Wendell David Associates Inc.13,000$261 12/31/2019
     FPE13,000$261 12/31/2019
AJ Wealth Strategies LLC13,000$261 12/31/2019
     FPE13,000$261 12/31/2019
Clarus Wealth Advisors12,833$259 12/31/2019
     FPE12,833$259 12/31/2019
Everett Harris & Co. CA12,632$254 12/31/2019
     FPE12,632$254 12/31/2019
Hudson Capital Management LLC12,498$251 12/31/2019
     FPE12,498$251 12/31/2019
We Are One Seven LLC12,235$245 12/31/2019
     FPE12,235$245 12/31/2019
Claro Advisors LLC11,940$240 12/31/2019
     FPE11,940$240 12/31/2019
SignalPoint Asset Management LLC11,837$238 12/31/2019
     FPE11,837$238 12/31/2019
JOYN Advisors Inc.11,716$235 12/31/2019
     FPE11,716$235 12/31/2019
Eldridge Investment Advisors Inc.11,525$231 12/31/2019
     FPE11,525$231 12/31/2019
Cerity Partners LLC11,396$229 12/31/2019
     FPE11,396$229 12/31/2019
Aurora Private Wealth Inc.11,176$224 12/31/2019
     FPE11,176$224 12/31/2019
Capital Square LLC11,057$221 12/31/2019
     FPE11,057$221 12/31/2019
Moseley Investment Management Inc.10,951$220 12/31/2019
     FPE10,951$220 12/31/2019
Integrated Wealth Concepts LLC10,693$215 12/31/2019
     FPE10,693$215 12/31/2019
Synovus Financial Corp10,350$208 12/31/2019
     FPE10,350$208 12/31/2019
Mengis Capital Management Inc.10,116$203 12/31/2019
     FPE10,116$203 12/31/2019
Hudock Capital Group LLC9,958$200 12/31/2019
     FPE9,958$200 12/31/2019
Capital Advisors Ltd. LLC9,849$198 12/31/2019
     FPE9,849$198 12/31/2019
Argent Advisors Inc.9,760$197 12/31/2019
     FPE9,760$197 12/31/2019
Rockefeller Capital Management L.P.9,734$195 12/31/2019
     FPE9,734$195 12/31/2019
Global Retirement Partners LLC9,136$183 12/31/2019
     FPE9,136$183 12/31/2019
Pinnacle Bank7,682$154 12/31/2019
     FPE7,682$154 12/31/2019
M&R Capital Management Inc.7,295$146 12/31/2019
     FPE7,295$146 12/31/2019
Retirement Network6,525$131 12/31/2019
     FPE6,525$131 12/31/2019
Stonebridge Capital Advisors LLC6,089$122 12/31/2019
     FPE6,089$122 12/31/2019
Bellevue Asset Management LLC6,018$121 12/31/2019
     FPE6,018$121 12/31/2019
Coastal Investment Advisors Inc.5,894$119 12/31/2019
     FPE5,894$119 12/31/2019
Centaurus Financial Inc.5,586$112 12/31/2019
     FPE5,586$112 12/31/2019
Covington Capital Management5,214$105 12/31/2019
     FPE5,214$105 12/31/2019
Whittier Trust Co.5,000$100 12/31/2019
     FPE5,000$100 12/31/2019
Plante Moran Financial Advisors LLC4,390$88 12/31/2019
     FPE4,390$88 12/31/2019
1 North Wealth Services LLC4,368$88 12/31/2019
     FPE4,368$88 12/31/2019
Global Financial Private Capital Inc4,085$82 12/31/2019
     FPE4,085$82 12/31/2019
Lenox Wealth Advisors LLC3,476$70 12/31/2019
     FPE3,476$70 12/31/2019
Carroll Financial Associates Inc.3,350$67 12/31/2019
     FPE3,350$67 12/31/2019
Verus Capital Partners LLC3,125$63 12/31/2019
     FPE3,125$63 12/31/2019
Orion Portfolio Solutions LLC3,158$63 12/31/2019
     FPE3,158$63 12/31/2019
Princeton Global Asset Management LLC2,700$54 12/31/2019
     FPE2,700$54 12/31/2019
Cordasco Financial Network2,500$50 12/31/2019
     FPE2,500$50 12/31/2019
Liberty Wealth Management LLC2,409$48 12/31/2019
     FPE2,409$48 12/31/2019
Wealth Quarterback LLC2,148$43 12/31/2019
     FPE2,148$43 12/31/2019
City Holding Co.1,800$36 12/31/2019
     FPE1,800$36 12/31/2019
Procyon Private Wealth Partners LLC1,697$34 12/31/2019
     FPE1,697$34 12/31/2019
Certified Advisory Corp1,600$32 12/31/2019
     FPE1,600$32 12/31/2019
Cullen Frost Bankers Inc.1,225$25 12/31/2019
     FPE1,225$25 12/31/2019
FinTrust Capital Advisors LLC1,100$22 12/31/2019
     FPE1,100$22 12/31/2019
NewSquare Capital LLC1,071$21 12/31/2019
     FPE1,071$21 12/31/2019
JNBA Financial Advisors1,000$20 12/31/2019
     FPE1,000$20 12/31/2019
Vectors Research Management LLC1,006$20 12/31/2019
     FPE1,006$20 12/31/2019
PSI Advisors LLC999$20 12/31/2019
     FPE999$20 12/31/2019
Fifth Third Bancorp925$19 12/31/2019
     FPE925$19 12/31/2019
CENTRAL TRUST Co810$16 12/31/2019
     FPE810$16 12/31/2019
Lloyd Advisory Services LLC.732$15 12/31/2019
     FPE732$15 12/31/2019
Glenmede Trust Co. NA744$14 12/31/2019
     FPE744$14 12/31/2019
AlphaMark Advisors LLC600$12 12/31/2019
     FPE600$12 12/31/2019
FTB Advisors Inc.589$11 12/31/2019
     FPE589$11 12/31/2019
AllSquare Wealth Management LLC492$10 12/31/2019
     FPE492$10 12/31/2019
Capital Bank & Trust Co495$10 12/31/2019
     FPE495$10 12/31/2019
Highlander Capital Management LLC300$6 12/31/2019
     FPE300$6 12/31/2019
Investors Research Corp314$6 12/31/2019
     FPE314$6 12/31/2019
Raab & Moskowitz Asset Management LLC286$5 12/31/2019
     FPE286$5 12/31/2019
Global Wealth Management Investment Advisory Inc.217$4 12/31/2019
     FPE217$4 12/31/2019
Capital Asset Advisory Services LLC141$3 12/31/2019
     FPE141$3 12/31/2019
Sound Income Strategies LLC171$3 12/31/2019
     FPE171$3 12/31/2019
Woodley Farra Manion Portfolio Management Inc.118$2 12/31/2019
     FPE118$2 12/31/2019
FMR LLC5$0 12/31/2019
     FPE5$0 12/31/2019
Proequities Inc.0$0 12/31/2019
     FPE0$0 12/31/2019
Sofos Investments Inc.7$0 12/31/2019
     FPE7$0 12/31/2019

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

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