HoldingsChannel.com
Funds Holding FREL
HolderAmountPosition Size
($ in 1000's)
 As of
FormulaFolio Investments LLC4,454,380$124,099 12/31/2019
     FREL4,454,380$124,099 12/31/2019
Sunbelt Securities Inc.6,567$35,127 12/31/2019
     FREL6,567$35,127 12/31/2019
Envestnet Asset Management Inc.937,651$26,123 12/31/2019
     FREL937,651$26,123 12/31/2019
Commonwealth Equity Services LLC771,619$21,497 12/31/2019
     FREL771,619$21,497 12/31/2019
Pure Financial Advisors Inc.719,571$20,047 12/31/2019
     FREL719,571$20,047 12/31/2019
Beaumont Financial Partners LLC668,725$18,630 12/31/2019
     FREL668,725$18,630 12/31/2019
Advisory Services Network LLC385,919$10,752 12/31/2019
     FREL385,919$10,752 12/31/2019
Atria Investments LLC322,808$8,993 12/31/2019
     FREL322,808$8,993 12/31/2019
Wells Fargo & Company MN317,986$8,859 12/31/2019
     FREL317,986$8,859 12/31/2019
Creative Planning269,373$7,505 12/31/2019
     FREL269,373$7,505 12/31/2019
Riverpoint Wealth Management Holdings LLC265,244$7,390 12/31/2019
     FREL265,244$7,390 12/31/2019
Ladenburg Thalmann Financial Services Inc.250,189$6,968 12/31/2019
     FREL250,189$6,968 12/31/2019
Thrivent Financial for Lutherans248,218$6,915 12/31/2019
     FREL248,218$6,915 12/31/2019
Lido Advisors LLC243,188$6,775 12/31/2019
     FREL243,188$6,775 12/31/2019
Cambridge Investment Research Advisors Inc.224,398$6,252 12/31/2019
     FREL224,398$6,252 12/31/2019
Core Wealth Advisors Inc.222,002$6,185 12/31/2019
     FREL222,002$6,185 12/31/2019
Divergent Wealth Advisors LLC216,684$6,037 12/31/2019
     FREL216,684$6,037 12/31/2019
Harwood Advisory Group LLC206,922$5,765 12/31/2019
     FREL206,922$5,765 12/31/2019
Asset Management Group Inc.179,497$5,001 12/31/2019
     FREL179,497$5,001 12/31/2019
Bank of America Corp DE175,400$4,887 12/31/2019
     FREL175,400$4,887 12/31/2019
UMA Financial Services Inc.154,733$4,337 12/31/2019
     FREL154,733$4,337 12/31/2019
Soltis Investment Advisors LLC147,243$4,102 12/31/2019
     FREL147,243$4,102 12/31/2019
Sigma Planning Corp147,134$4,099 12/31/2019
     FREL147,134$4,099 12/31/2019
IFP Advisors Inc134,278$3,708 12/31/2019
     FREL134,278$3,708 12/31/2019
Demars Financial Group LLC116,008$3,232 12/31/2019
     FREL116,008$3,232 12/31/2019
Mutual Advisors LLC111,675$3,111 12/31/2019
     FREL111,675$3,111 12/31/2019
Blueprint Investment Partners LLC107,366$2,991 12/31/2019
     FREL107,366$2,991 12/31/2019
Northwestern Mutual Wealth Management Co.105,259$2,933 12/31/2019
     FREL105,259$2,933 12/31/2019
Boston Private Wealth LLC102,662$2,860 12/31/2019
     FREL102,662$2,860 12/31/2019
Full Sail Capital LLC96,243$2,830 12/31/2019
     FREL96,243$2,830 12/31/2019
Mission Wealth Management LP99,456$2,771 12/31/2019
     FREL99,456$2,771 12/31/2019
NorthCoast Asset Management LLC99,349$2,769 12/31/2019
     FREL99,349$2,769 12/31/2019
BEAM Asset Management LLC99,278$2,766 12/31/2019
     FREL99,278$2,766 12/31/2019
SigFig Wealth Management LLC95,390$2,658 12/31/2019
     FREL95,390$2,658 12/31/2019
Mariner LLC91,592$2,552 12/31/2019
     FREL91,592$2,552 12/31/2019
Sterling Investment Advisors LLC ADV88,078$2,454 12/31/2019
     FREL88,078$2,454 12/31/2019
TRUE Private Wealth Advisors87,689$2,443 12/31/2019
     FREL87,689$2,443 12/31/2019
Watson Rebecca84,187$2,345 12/31/2019
     FREL84,187$2,345 12/31/2019
Stifel Financial Corp80,198$2,237 12/31/2019
     FREL80,198$2,237 12/31/2019
HighTower Advisors LLC77,472$2,162 12/31/2019
     FREL77,472$2,162 12/31/2019
Cornerstone Wealth Group LLC76,907$2,143 12/31/2019
     FREL76,907$2,143 12/31/2019
Mascoma Wealth Management LLC76,562$2,136 09/30/2019
     FREL76,562$2,136 09/30/2019
Advisor Group Inc.75,278$2,099 12/31/2019
     FREL75,278$2,099 12/31/2019
LPL Financial LLC73,493$2,048 12/31/2019
     FREL73,493$2,048 12/31/2019
Niemann Capital Management Inc.72,884$2,031 12/31/2019
     FREL72,884$2,031 12/31/2019
Spinnaker Trust70,790$1,972 12/31/2019
     FREL70,790$1,972 12/31/2019
Insight Wealth Strategies LLC67,787$1,889 12/31/2019
     FREL67,787$1,889 12/31/2019
Avantax Advisory Services Inc.68,404$1,868 12/31/2019
     FREL68,404$1,868 12/31/2019
Lincoln National Corp61,038$1,701 12/31/2019
     FREL61,038$1,701 12/31/2019
Morgan Stanley58,018$1,616 12/31/2019
     FREL58,018$1,616 12/31/2019
UBS Group AG53,332$1,486 12/31/2019
     FREL53,332$1,486 12/31/2019
Mid Atlantic Financial Management Inc. ADV49,891$1,390 12/31/2019
     FREL49,891$1,390 12/31/2019
Pinnacle Advisory Group Inc.49,037$1,366 12/31/2019
     FREL49,037$1,366 12/31/2019
Citadel Advisors LLC46,691$1,301 12/31/2019
     FREL46,691$1,301 12/31/2019
Raymond James Financial Services Advisors Inc.46,347$1,291 12/31/2019
     FREL46,347$1,291 12/31/2019
MML Investors Services LLC46,169$1,286 12/31/2019
     FREL46,169$1,286 12/31/2019
MAI Capital Management45,840$1,277 12/31/2019
     FREL45,840$1,277 12/31/2019
55I LLC45,283$1,262 12/31/2019
     FREL45,283$1,262 12/31/2019
Ancora Advisors LLC42,631$1,188 12/31/2019
     FREL42,631$1,188 12/31/2019
Private Advisor Group LLC40,953$1,141 12/31/2019
     FREL40,953$1,141 12/31/2019
Raymond James & Associates40,430$1,126 12/31/2019
     FREL40,430$1,126 12/31/2019
AdvisorNet Financial Inc39,012$1,087 12/31/2019
     FREL39,012$1,087 12/31/2019
Prospera Financial Services Inc37,314$1,040 12/31/2019
     FREL37,314$1,040 12/31/2019
Ameritas Investment Company LLC37,181$1,036 12/31/2019
     FREL37,181$1,036 12/31/2019
Aurora Investment Managers LLC.37,134$1,035 12/31/2019
     FREL37,134$1,035 12/31/2019
Summit X LLC32,484$906 12/31/2019
     FREL32,484$906 12/31/2019
Cascadia Advisory Services LLC32,444$904 12/31/2019
     FREL32,444$904 12/31/2019
GeoWealth Management LLC31,402$875 12/31/2019
     FREL31,402$875 12/31/2019
Field & Main Bank30,350$846 12/31/2019
     FREL30,350$846 12/31/2019
Mirae Asset Global Investments Co. Ltd.29,700$827 12/31/2019
     FREL29,700$827 12/31/2019
BerganKDV Wealth Management LLC29,580$824 12/31/2019
     FREL29,580$824 12/31/2019
Mackey Komara & Dankovich LLC29,133$812 12/31/2019
     FREL29,133$812 12/31/2019
S&T Bank PA28,105$783 12/31/2019
     FREL28,105$783 12/31/2019
Tufton Capital Management26,742$745 12/31/2019
     FREL26,742$745 12/31/2019
Geneva Partners LLC26,560$740 12/31/2019
     FREL26,560$740 12/31/2019
Slow Capital Inc.25,376$707 12/31/2019
     FREL25,376$707 12/31/2019
Colonial Trust Advisors24,679$688 12/31/2019
     FREL24,679$688 12/31/2019
Buffington Mohr McNeal23,019$641 12/31/2019
     FREL23,019$641 12/31/2019
Susquehanna International Group LLP22,736$633 12/31/2019
     FREL22,736$633 12/31/2019
Cahill Financial Advisors Inc.21,996$613 12/31/2019
     FREL21,996$613 12/31/2019
Providence Capital Advisors LLC21,347$595 12/31/2019
     FREL21,347$595 12/31/2019
Royal Bank of Canada20,555$572 12/31/2019
     FREL20,555$572 12/31/2019
Canton Hathaway LLC19,824$552 12/31/2019
     FREL19,824$552 12/31/2019
Tower Research Capital LLC TRC 18,753$523 12/31/2019
     FREL18,753$523 12/31/2019
HAP Trading LLC18,365$512 12/31/2019
     FREL18,365$512 12/31/2019
Schmidt P J Investment Management Inc.18,112$505 12/31/2019
     FREL18,112$505 12/31/2019
Goldman Sachs Group Inc.18,015$502 12/31/2019
     FREL18,015$502 12/31/2019
Cedar Wealth Management LLC16,509$460 12/31/2019
     FREL16,509$460 12/31/2019
Smith Salley & Associates15,500$432 12/31/2019
     FREL15,500$432 12/31/2019
GSB Wealth Management LLC14,795$417 12/31/2019
     FREL14,795$417 12/31/2019
Highland Capital Management LLC14,400$401 12/31/2019
     FREL14,400$401 12/31/2019
Nwam LLC12,985$362 12/31/2019
     FREL12,985$362 12/31/2019
Tortoise Investment Management LLC11,233$313 12/31/2019
     FREL11,233$313 12/31/2019
Omega Financial Group LLC11,071$308 12/31/2019
     FREL11,071$308 12/31/2019
First National Corp MA ADV10,533$293 12/31/2019
     FREL10,533$293 12/31/2019
AE Wealth Management LLC10,191$284 12/31/2019
     FREL10,191$284 12/31/2019
Great Valley Advisor Group Inc.10,091$281 12/31/2019
     FREL10,091$281 12/31/2019
Jaffetilchin Investment Partners LLC9,841$274 12/31/2019
     FREL9,841$274 12/31/2019
Exchange Capital Management Inc.8,982$250 12/31/2019
     FREL8,982$250 12/31/2019
Inscription Capital LLC8,337$232 12/31/2019
     FREL8,337$232 12/31/2019
CIBC Private Wealth Group LLC8,114$226 12/31/2019
     FREL8,114$226 12/31/2019
Wealthcare Advisory Partners LLC7,828$218 12/31/2019
     FREL7,828$218 12/31/2019
Fairview Capital Investment Management LLC7,800$217 12/31/2019
     FREL7,800$217 12/31/2019
Baldrige Asset Management LLC7,782$217 12/31/2019
     FREL7,782$217 12/31/2019
Sawtooth Solutions LLC7,727$215 12/31/2019
     FREL7,727$215 12/31/2019
Coastal Investment Advisors Inc.7,614$211 12/31/2019
     FREL7,614$211 12/31/2019
BOK Financial Private Wealth Inc.7,400$206 12/31/2019
     FREL7,400$206 12/31/2019
Merriman Wealth Management LLC7,396$206 12/31/2019
     FREL7,396$206 12/31/2019
NEXT Financial Group Inc5,656$158 12/31/2019
     FREL5,656$158 12/31/2019
Bray Capital Advisors5,455$152 12/31/2019
     FREL5,455$152 12/31/2019
Asset Dedication LLC4,689$130 12/31/2019
     FREL4,689$130 12/31/2019
Blair William & Co. IL4,490$125 12/31/2019
     FREL4,490$125 12/31/2019
Global Retirement Partners LLC4,478$125 12/31/2019
     FREL4,478$125 12/31/2019
Sailer Financial LLC4,261$119 12/31/2019
     FREL4,261$119 12/31/2019
JPMorgan Chase & Co.3,900$109 12/31/2019
     FREL3,900$109 12/31/2019
Kore Private Wealth LLC3,640$101 12/31/2019
     FREL3,640$101 12/31/2019
Steward Partners Investment Advisory LLC3,264$90 12/31/2019
     FREL3,264$90 12/31/2019
Liberty Wealth Management LLC3,139$87 12/31/2019
     FREL3,139$87 12/31/2019
Creative Financial Designs Inc. ADV2,957$81 12/31/2019
     FREL2,957$81 12/31/2019
Proequities Inc.2,552$71 12/31/2019
     FREL2,552$71 12/31/2019
Citigroup Inc.2,256$63 12/31/2019
     FREL2,256$63 12/31/2019
ERTS Wealth Advisors LLC2,747$62 12/31/2019
     FREL2,747$62 12/31/2019
FMR LLC1,919$53 12/31/2019
     FREL1,919$53 12/31/2019
Allworth Financial LP1,914$53 12/31/2019
     FREL1,914$53 12/31/2019
CENTRAL TRUST Co1,406$39 12/31/2019
     FREL1,406$39 12/31/2019
FinTrust Capital Advisors LLC1,279$36 12/31/2019
     FREL1,279$36 12/31/2019
Adirondack Trust Co.1,109$31 12/31/2019
     FREL1,109$31 12/31/2019
PSI Advisors LLC1,015$28 12/31/2019
     FREL1,015$28 12/31/2019
Procyon Private Wealth Partners LLC935$26 12/31/2019
     FREL935$26 12/31/2019
Certified Advisory Corp845$24 12/31/2019
     FREL845$24 12/31/2019
Patriot Financial Group Insurance Agency LLC819$23 12/31/2019
     FREL819$23 12/31/2019
Valley National Advisers Inc.727$20 12/31/2019
     FREL727$20 12/31/2019
Ellis Investment Partners LLC709$19 12/31/2019
     FREL709$19 12/31/2019
Laurel Wealth Advisors LLC487$14 12/31/2019
     FREL487$14 12/31/2019
AlphaMark Advisors LLC350$10 12/31/2019
     FREL350$10 12/31/2019
Investors Research Corp358$10 12/31/2019
     FREL358$10 12/31/2019
Carroll Financial Associates Inc.313$8 12/31/2019
     FREL313$8 12/31/2019
MCF Advisors LLC289$8 12/31/2019
     FREL289$8 12/31/2019
Parallel Advisors LLC287$8 12/31/2019
     FREL287$8 12/31/2019
Gradient Investments LLC215$6 12/31/2019
     FREL215$6 12/31/2019
Flagship Harbor Advisors LLC229$6 12/31/2019
     FREL229$6 12/31/2019
Benjamin F. Edwards & Company Inc.150$4 12/31/2019
     FREL150$4 12/31/2019
Focused Wealth Management Inc74$2 12/31/2019
     FREL74$2 12/31/2019
Moisand Fitzgerald Tamayo LLC56$2 12/31/2019
     FREL56$2 12/31/2019
AGF Investments LLC40$1 12/31/2019
     FREL40$1 12/31/2019
TCI Wealth Advisors Inc.40$1 12/31/2019
     FREL40$1 12/31/2019
Vectors Research Management LLC18$1 12/31/2019
     FREL18$1 12/31/2019
Sowell Financial Services LLC2$0 12/31/2019
     FREL2$0 12/31/2019
Armor Investment Advisors LLC13$0 12/31/2019
     FREL13$0 12/31/2019
Atlas Private Wealth Management10$0 12/31/2019
     FREL10$0 12/31/2019

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

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