HoldingsChannel.com
Funds Holding LRGF
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE4,449,939$141,330 06/30/2019
     LRGF4,449,939$141,330 06/30/2019
BlackRock Inc.2,387,827$75,837 06/30/2019
     LRGF2,387,827$75,837 06/30/2019
Balasa Dinverno & Foltz LLC2,274,306$72,232 06/30/2019
     LRGF2,274,306$72,232 06/30/2019
Commonwealth Equity Services LLC1,592,709$50,584 06/30/2019
     LRGF1,592,709$50,584 06/30/2019
Wells Fargo & Company MN1,253,907$39,824 06/30/2019
     LRGF1,253,907$39,824 06/30/2019
Strategic Financial Services Inc 1,179,428$37,459 06/30/2019
     LRGF1,179,428$37,459 06/30/2019
Colony Group LLC913,969$29,028 06/30/2019
     LRGF913,969$29,028 06/30/2019
UBS Group AG675,011$21,439 06/30/2019
     LRGF675,011$21,439 06/30/2019
Morgan Stanley617,400$19,608 06/30/2019
     LRGF617,400$19,608 06/30/2019
SigFig Wealth Management LLC528,831$16,796 06/30/2019
     LRGF528,831$16,796 06/30/2019
Phillips Financial Management LLC524,829$16,779 06/30/2019
     LRGF524,829$16,779 06/30/2019
Integrated Wealth Concepts LLC520,619$16,523 06/30/2019
     LRGF520,619$16,523 06/30/2019
Private Advisor Group LLC444,805$14,127 06/30/2019
     LRGF444,805$14,127 06/30/2019
Retirement Planning Group419,349$13,319 06/30/2019
     LRGF419,349$13,319 06/30/2019
Royal Bank of Canada395,526$12,563 06/30/2019
     LRGF395,526$12,563 06/30/2019
North American Management Corp319,281$10,140 06/30/2019
     LRGF319,281$10,140 06/30/2019
LPL Financial LLC285,282$9,061 06/30/2019
     LRGF285,282$9,061 06/30/2019
Clearwater Capital Advisors LLC270,553$8,593 06/30/2019
     LRGF270,553$8,593 06/30/2019
Ladenburg Thalmann Financial Services Inc.267,900$8,548 06/30/2019
     LRGF267,900$8,548 06/30/2019
Raymond James Financial Services Advisors Inc.263,550$8,370 06/30/2019
     LRGF263,550$8,370 06/30/2019
Ameriprise Financial Inc.257,463$8,172 06/30/2019
     LRGF257,463$8,172 06/30/2019
Lucia Wealth Services LLC246,149$7,857 09/30/2019
     LRGF246,149$7,857 09/30/2019
ARGI Investment Services LLC195,059$6,195 06/30/2019
     LRGF195,059$6,195 06/30/2019
Trilogy Capital Inc.179,588$5,658 09/30/2019
     LRGF179,588$5,658 09/30/2019
CWM LLC174,269$5,535 06/30/2019
     LRGF174,269$5,535 06/30/2019
Foster & Motley Inc.172,205$5,469 06/30/2019
     LRGF172,205$5,469 06/30/2019
Strategic Wealth Management Group LLC169,782$5,419 09/30/2019
     LRGF169,782$5,419 09/30/2019
Cerity Partners LLC166,511$5,288 06/30/2019
     LRGF166,511$5,288 06/30/2019
Beirne Wealth Consulting Services LLC161,255$5,121 06/30/2019
     LRGF161,255$5,121 06/30/2019
First Foundation Advisors147,592$4,688 06/30/2019
     LRGF147,592$4,688 06/30/2019
Keystone Financial Group143,882$4,570 06/30/2019
     LRGF143,882$4,570 06/30/2019
Sterneck Capital Management LLC142,276$4,519 06/30/2019
     LRGF142,276$4,519 06/30/2019
Parallel Advisors LLC139,097$4,418 06/30/2019
     LRGF139,097$4,418 06/30/2019
H D Vest Advisory Services138,783$4,408 06/30/2019
     LRGF138,783$4,408 06/30/2019
Edge Capital Group LLC126,945$4,032 06/30/2019
     LRGF126,945$4,032 06/30/2019
Stratos Wealth Partners LTD.122,365$3,886 06/30/2019
     LRGF122,365$3,886 06/30/2019
Family Capital Trust Co108,903$3,475 09/30/2019
     LRGF108,903$3,475 09/30/2019
Raymond James & Associates106,892$3,395 06/30/2019
     LRGF106,892$3,395 06/30/2019
Advisor Group Inc.104,081$3,305 06/30/2019
     LRGF104,081$3,305 06/30/2019
Stone House Investment Management LLC101,239$3,232 09/30/2019
     LRGF101,239$3,232 09/30/2019
Cambridge Investment Research Advisors Inc.96,116$3,053 06/30/2019
     LRGF96,116$3,053 06/30/2019
Cornerstone Wealth Management LLC77,256$2,450 06/30/2019
     LRGF77,256$2,450 06/30/2019
Envestnet Asset Management Inc.73,810$2,356 09/30/2019
     LRGF73,810$2,356 09/30/2019
Actinver Wealth Management Inc.68,989$2,191 06/30/2019
     LRGF68,989$2,191 06/30/2019
Northwestern Mutual Wealth Management Co.68,774$2,184 06/30/2019
     LRGF68,774$2,184 06/30/2019
Wealth & Pension Services Group Inc.66,432$2,110 06/30/2019
     LRGF66,432$2,110 06/30/2019
Psagot Investment House Ltd.64,850$2,060 06/30/2019
     LRGF64,850$2,060 06/30/2019
Smart Money Group LLC59,574$1,892 06/30/2019
     LRGF59,574$1,892 06/30/2019
Financial Advocates Investment Management59,228$1,881 06/30/2019
     LRGF59,228$1,881 06/30/2019
Cetera Advisors LLC57,563$1,827 06/30/2019
     LRGF57,563$1,827 06/30/2019
Tower Research Capital LLC TRC 52,896$1,680 06/30/2019
     LRGF52,896$1,680 06/30/2019
Bank of Nova Scotia48,591$1,543 06/30/2019
     LRGF48,591$1,543 06/30/2019
Wintrust Investments LLC48,301$1,534 06/30/2019
     LRGF48,301$1,534 06/30/2019
IHT Wealth Management LLC45,255$1,437 06/30/2019
     LRGF45,255$1,437 06/30/2019
Patton Albertson Miller Group LLC43,010$1,341 06/30/2019
     LRGF43,010$1,341 06/30/2019
Boston Advisors LLC39,449$1,253 06/30/2019
     LRGF39,449$1,253 06/30/2019
Quantitative Advantage LLC38,366$1,219 06/30/2019
     LRGF38,366$1,219 06/30/2019
Tranquility Partners LLC37,502$1,191 06/30/2019
     LRGF37,502$1,191 06/30/2019
MML Investors Services LLC33,811$1,074 06/30/2019
     LRGF33,811$1,074 06/30/2019
Citadel Advisors LLC28,508$905 06/30/2019
     LRGF28,508$905 06/30/2019
Well Done LLC28,068$896 09/30/2019
     LRGF28,068$896 09/30/2019
Windsor Group LTD26,039$832 06/30/2019
     LRGF26,039$832 06/30/2019
Baird Financial Group Inc.25,573$812 06/30/2019
     LRGF25,573$812 06/30/2019
Summit X LLC25,362$806 09/30/2019
     LRGF25,362$806 09/30/2019
Jane Street Group LLC24,231$770 06/30/2019
     LRGF24,231$770 06/30/2019
Barclays PLC23,600$750 06/30/2019
     LRGF23,600$750 06/30/2019
Intl Fcstone Inc.22,689$721 06/30/2019
     LRGF22,689$721 06/30/2019
Good Life Advisors LLC19,583$627 06/30/2019
     LRGF19,583$627 06/30/2019
Blair William & Co. IL19,669$625 06/30/2019
     LRGF19,669$625 06/30/2019
JPMorgan Chase & Co.19,140$602 06/30/2019
     LRGF19,140$602 06/30/2019
United Capital Financial Advisers LLC17,985$571 06/30/2019
     LRGF17,985$571 06/30/2019
Huber Financial Advisors LLC17,182$546 06/30/2019
     LRGF17,182$546 06/30/2019
Atria Investments LLC15,292$470 06/30/2019
     LRGF15,292$470 06/30/2019
Raymond James Trust N.A.13,600$432 06/30/2019
     LRGF13,600$432 06/30/2019
Cedar Brook Financial Partners LLC13,170$418 06/30/2019
     LRGF13,170$418 06/30/2019
Goldman Sachs Group Inc.11,627$369 06/30/2019
     LRGF11,627$369 06/30/2019
Laurel Wealth Advisors Inc.11,567$367 06/30/2019
     LRGF11,567$367 06/30/2019
Fiera Capital Corp11,150$354 06/30/2019
     LRGF11,150$354 06/30/2019
Mosaic Family Wealth LLC10,537$335 06/30/2019
     LRGF10,537$335 06/30/2019
Pensionmark Financial Group LLC10,395$319 06/30/2019
     LRGF10,395$319 06/30/2019
V Wealth Advisors LLC9,922$315 06/30/2019
     LRGF9,922$315 06/30/2019
Country Club Trust Company n.a.9,700$308 09/30/2019
     LRGF9,700$308 09/30/2019
BOKF NA9,530$302 06/30/2019
     LRGF9,530$302 06/30/2019
HighTower Advisors LLC8,990$285 06/30/2019
     LRGF8,990$285 06/30/2019
Citigroup Inc.8,268$263 06/30/2019
     LRGF8,268$263 06/30/2019
First Allied Advisory Services Inc.8,268$263 06/30/2019
     LRGF8,268$263 06/30/2019
Brown Advisory Inc.7,624$242 06/30/2019
     LRGF7,624$242 06/30/2019
Susquehanna International Group LLP7,432$236 06/30/2019
     LRGF7,432$236 06/30/2019
Mariner LLC6,888$219 06/30/2019
     LRGF6,888$219 06/30/2019
Bank of New York Mellon Corp6,823$217 06/30/2019
     LRGF6,823$217 06/30/2019
Colonial Trust Advisors6,438$204 06/30/2019
     LRGF6,438$204 06/30/2019
Janney Montgomery Scott LLC6,311$200 06/30/2019
     LRGF6,311$200 06/30/2019
Lehman & Derafelo Financial Resources LLC6,000$193 06/30/2019
     LRGF6,000$193 06/30/2019
Proequities Inc.5,350$170 06/30/2019
     LRGF5,350$170 06/30/2019
Intercontinental Wealth Advisors LLC4,987$159 09/30/2019
     LRGF4,987$159 09/30/2019
Clear Investment Research LLC4,570$146 09/30/2019
     LRGF4,570$146 09/30/2019
AdvisorNet Financial Inc4,208$134 06/30/2019
     LRGF4,208$134 06/30/2019
Quad Cities Investment Group LLC3,634$115 06/30/2019
     LRGF3,634$115 06/30/2019
San Francisco Sentry Investment Group CA2,925$93 09/30/2019
     LRGF2,925$93 09/30/2019
Patriot Financial Group Insurance Agency LLC1,841$59 06/30/2019
     LRGF1,841$59 06/30/2019
Capital Advisors Ltd. LLC1,662$53 06/30/2019
     LRGF1,662$53 06/30/2019
NEXT Financial Group Inc1,559$50 09/30/2019
     LRGF1,559$50 09/30/2019
Valeo Financial Advisors LLC1,245$40 09/30/2019
     LRGF1,245$40 09/30/2019
LifePlan Financial Group Inc1,095$35 09/30/2019
     LRGF1,095$35 09/30/2019
FMR LLC1,019$32 06/30/2019
     LRGF1,019$32 06/30/2019
Kistler Tiffany Companies LLC980$31 09/30/2019
     LRGF980$31 09/30/2019
Barrett Asset Management LLC900$29 06/30/2019
     LRGF900$29 06/30/2019
Trust Co. of Vermont690$22 06/30/2019
     LRGF690$22 06/30/2019
PNC Financial Services Group Inc.672$21 06/30/2019
     LRGF672$21 06/30/2019
Golden State Wealth Management LLC493$15 06/30/2019
     LRGF493$15 06/30/2019
Garrett Wealth Advisory Group LLC297$9 09/30/2019
     LRGF297$9 09/30/2019
Benjamin F. Edwards & Company Inc.289$9 06/30/2019
     LRGF289$9 06/30/2019
Newfound Research LLC263$8 06/30/2019
     LRGF263$8 06/30/2019
Doyle Wealth Management245$8 06/30/2019
     LRGF245$8 06/30/2019
MUFG Americas Holdings Corp212$7 06/30/2019
     LRGF212$7 06/30/2019
Providence Capital Advisors LLC185$6 06/30/2019
     LRGF185$6 06/30/2019
Steward Partners Investment Advisory LLC176$5 06/30/2019
     LRGF176$5 06/30/2019
Creative Financial Designs Inc. ADV128$4 06/30/2019
     LRGF128$4 06/30/2019
Vista Private Wealth Partners. LLC89$3 09/30/2019
     LRGF89$3 09/30/2019
Global Wealth Management Investment Advisory Inc.99$3 06/30/2019
     LRGF99$3 06/30/2019

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

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