HoldingsChannel.com
Funds Holding LRGF
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE4,408,921$152,020 12/31/2019
     LRGF4,408,921$152,020 12/31/2019
Balasa Dinverno & Foltz LLC2,252,743$77,675 12/31/2019
     LRGF2,252,743$77,675 12/31/2019
Strategic Financial Services Inc 1,794,498$61,874 12/31/2019
     LRGF1,794,498$61,874 12/31/2019
Colony Group LLC890,967$30,721 12/31/2019
     LRGF890,967$30,721 12/31/2019
Wells Fargo & Company MN853,229$29,419 12/31/2019
     LRGF853,229$29,419 12/31/2019
Commonwealth Equity Services LLC820,363$28,286 12/31/2019
     LRGF820,363$28,286 12/31/2019
Sunbelt Securities Inc.2,781$23,973 12/31/2019
     LRGF2,781$23,973 12/31/2019
Clearwater Capital Advisors LLC680,560$23,466 12/31/2019
     LRGF680,560$23,466 12/31/2019
Morgan Stanley665,493$22,947 12/31/2019
     LRGF665,493$22,947 12/31/2019
Phillips Financial Management LLC639,177$22,039 12/31/2019
     LRGF639,177$22,039 12/31/2019
UBS Group AG597,519$20,603 12/31/2019
     LRGF597,519$20,603 12/31/2019
Private Advisor Group LLC428,190$14,764 12/31/2019
     LRGF428,190$14,764 12/31/2019
Homrich & Berg404,394$13,944 12/31/2019
     LRGF404,394$13,944 12/31/2019
Integrated Wealth Concepts LLC395,125$13,624 12/31/2019
     LRGF395,125$13,624 12/31/2019
BlackRock Inc.345,256$11,904 12/31/2019
     LRGF345,256$11,904 12/31/2019
North American Management Corp323,146$11,142 12/31/2019
     LRGF323,146$11,142 12/31/2019
Ameriprise Financial Inc.269,714$9,300 12/31/2019
     LRGF269,714$9,300 12/31/2019
Beirne Wealth Consulting Services LLC263,394$9,082 12/31/2019
     LRGF263,394$9,082 12/31/2019
LPL Financial LLC260,643$8,987 12/31/2019
     LRGF260,643$8,987 12/31/2019
Raymond James Financial Services Advisors Inc.243,828$8,407 12/31/2019
     LRGF243,828$8,407 12/31/2019
Ladenburg Thalmann Financial Services Inc.234,108$8,094 12/31/2019
     LRGF234,108$8,094 12/31/2019
Cerity Partners LLC208,885$7,202 12/31/2019
     LRGF208,885$7,202 12/31/2019
Lucia Wealth Services LLC201,176$6,937 12/31/2019
     LRGF201,176$6,937 12/31/2019
ARGI Investment Services LLC196,509$6,905 12/31/2019
     LRGF196,509$6,905 12/31/2019
Foster & Motley Inc.190,585$6,571 12/31/2019
     LRGF190,585$6,571 12/31/2019
CWM LLC179,015$6,172 12/31/2019
     LRGF179,015$6,172 12/31/2019
Royal Bank of Canada177,576$6,123 12/31/2019
     LRGF177,576$6,123 12/31/2019
Trilogy Capital Inc.173,350$5,975 12/31/2019
     LRGF173,350$5,975 12/31/2019
Strategic Wealth Management Group LLC168,981$5,826 12/31/2019
     LRGF168,981$5,826 12/31/2019
Sterneck Capital Management LLC135,457$4,671 12/31/2019
     LRGF135,457$4,671 12/31/2019
First Foundation Advisors135,438$4,670 12/31/2019
     LRGF135,438$4,670 12/31/2019
Avantax Advisory Services Inc.131,787$4,544 12/31/2019
     LRGF131,787$4,544 12/31/2019
Raymond James & Associates129,946$4,481 12/31/2019
     LRGF129,946$4,481 12/31/2019
Stone House Investment Management LLC117,505$4,052 12/31/2019
     LRGF117,505$4,052 12/31/2019
Parallel Advisors LLC109,241$3,767 12/31/2019
     LRGF109,241$3,767 12/31/2019
Family Capital Trust Co108,641$3,745 12/31/2019
     LRGF108,641$3,745 12/31/2019
Stratos Wealth Partners LTD.107,178$3,695 12/31/2019
     LRGF107,178$3,695 12/31/2019
Cambridge Investment Research Advisors Inc.87,065$3,002 12/31/2019
     LRGF87,065$3,002 12/31/2019
Northwestern Mutual Wealth Management Co.69,347$2,391 12/31/2019
     LRGF69,347$2,391 12/31/2019
Bellevue Asset Management LLC64,001$2,207 12/31/2019
     LRGF64,001$2,207 12/31/2019
Envestnet Asset Management Inc.62,553$2,157 12/31/2019
     LRGF62,553$2,157 12/31/2019
Cetera Advisors LLC62,559$2,154 12/31/2019
     LRGF62,559$2,154 12/31/2019
Linscomb & Williams Inc.62,167$2,144 12/31/2019
     LRGF62,167$2,144 12/31/2019
Wealth & Pension Services Group Inc.66,560$2,125 09/30/2019
     LRGF66,560$2,125 09/30/2019
Smart Money Group LLC57,041$1,967 12/31/2019
     LRGF57,041$1,967 12/31/2019
Retirement Planning Group54,547$1,881 12/31/2019
     LRGF54,547$1,881 12/31/2019
Keystone Financial Group50,067$1,726 12/31/2019
     LRGF50,067$1,726 12/31/2019
MML Investors Services LLC46,050$1,588 12/31/2019
     LRGF46,050$1,588 12/31/2019
Quantitative Advantage LLC46,044$1,588 12/31/2019
     LRGF46,044$1,588 12/31/2019
IHT Wealth Management LLC45,726$1,577 12/31/2019
     LRGF45,726$1,577 12/31/2019
Bank of Nova Scotia39,722$1,365 12/31/2019
     LRGF39,722$1,365 12/31/2019
Windsor Group LTD38,763$1,337 12/31/2019
     LRGF38,763$1,337 12/31/2019
Captrust Financial Advisors36,199$1,253 12/31/2019
     LRGF36,199$1,253 12/31/2019
Cornerstone Wealth Management LLC36,328$1,253 12/31/2019
     LRGF36,328$1,253 12/31/2019
Boston Advisors LLC33,432$1,067 09/30/2019
     LRGF33,432$1,067 09/30/2019
Well Done LLC28,068$968 12/31/2019
     LRGF28,068$968 12/31/2019
Tranquility Partners LLC27,579$951 12/31/2019
     LRGF27,579$951 12/31/2019
Patton Albertson Miller Group LLC26,801$924 12/31/2019
     LRGF26,801$924 12/31/2019
Equitable Holdings Inc.25,930$894 12/31/2019
     LRGF25,930$894 12/31/2019
Intl Fcstone Inc.24,795$855 12/31/2019
     LRGF24,795$855 12/31/2019
Good Life Advisors LLC18,794$650 12/31/2019
     LRGF18,794$650 12/31/2019
JPMorgan Chase & Co.18,684$644 12/31/2019
     LRGF18,684$644 12/31/2019
Advisor Group Inc.17,239$594 12/31/2019
     LRGF17,239$594 12/31/2019
Colonial Trust Advisors16,085$555 12/31/2019
     LRGF16,085$555 12/31/2019
Atria Investments LLC15,292$527 12/31/2019
     LRGF15,292$527 12/31/2019
United Capital Financial Advisers LLC15,186$524 12/31/2019
     LRGF15,186$524 12/31/2019
Kathmere Capital Management LLC15,156$523 12/31/2019
     LRGF15,156$523 12/31/2019
Blair William & Co. IL15,024$518 12/31/2019
     LRGF15,024$518 12/31/2019
Summit X LLC14,091$485 12/31/2019
     LRGF14,091$485 12/31/2019
Meadow Creek Wealth Advisors LLC13,600$471 12/31/2019
     LRGF13,600$471 12/31/2019
Raymond James Trust N.A.13,600$469 12/31/2019
     LRGF13,600$469 12/31/2019
Cedar Brook Financial Partners LLC12,568$433 12/31/2019
     LRGF12,568$433 12/31/2019
Huber Financial Advisors LLC11,796$407 12/31/2019
     LRGF11,796$407 12/31/2019
Actinver Wealth Management Inc.11,307$390 12/31/2019
     LRGF11,307$390 12/31/2019
Fiera Capital Corp11,150$384 12/31/2019
     LRGF11,150$384 12/31/2019
Country Club Trust Company n.a.9,700$333 12/31/2019
     LRGF9,700$333 12/31/2019
BOKF NA9,530$329 12/31/2019
     LRGF9,530$329 12/31/2019
HighTower Advisors LLC9,210$317 12/31/2019
     LRGF9,210$317 12/31/2019
Emerald Advisors LLC9,028$312 12/31/2019
     LRGF9,028$312 12/31/2019
Citigroup Inc.8,976$309 12/31/2019
     LRGF8,976$309 12/31/2019
SYM FINANCIAL Corp8,832$305 12/31/2019
     LRGF8,832$305 12/31/2019
Rockefeller Capital Management L.P.8,607$297 12/31/2019
     LRGF8,607$297 12/31/2019
V Wealth Advisors LLC9,270$296 12/31/2019
     LRGF9,270$296 12/31/2019
Janney Montgomery Scott LLC7,745$267 12/31/2019
     LRGF7,745$267 12/31/2019
Capital Advisors Ltd. LLC6,589$228 12/31/2019
     LRGF6,589$228 12/31/2019
Mosaic Family Wealth LLC6,476$223 12/31/2019
     LRGF6,476$223 12/31/2019
Lehman & Derafelo Financial Resources LLC6,000$207 12/31/2019
     LRGF6,000$207 12/31/2019
AdvisorNet Financial Inc5,404$186 12/31/2019
     LRGF5,404$186 12/31/2019
Intercontinental Wealth Advisors LLC4,987$176 12/31/2019
     LRGF4,987$176 12/31/2019
Proequities Inc.4,267$147 12/31/2019
     LRGF4,267$147 12/31/2019
Bank of Montreal Can3,995$138 12/31/2019
     LRGF3,995$138 12/31/2019
San Francisco Sentry Investment Group CA2,945$102 12/31/2019
     LRGF2,945$102 12/31/2019
Patriot Financial Group Insurance Agency LLC2,718$94 12/31/2019
     LRGF2,718$94 12/31/2019
Advisory Services Network LLC2,160$74 12/31/2019
     LRGF2,160$74 12/31/2019
Deutsche Bank AG1,747$60 12/31/2019
     LRGF1,747$60 12/31/2019
PNC Financial Services Group Inc.1,689$58 12/31/2019
     LRGF1,689$58 12/31/2019
NEXT Financial Group Inc1,559$54 12/31/2019
     LRGF1,559$54 12/31/2019
IFP Advisors Inc1,471$51 12/31/2019
     LRGF1,471$51 12/31/2019
MUFG Americas Holdings Corp1,212$42 12/31/2019
     LRGF1,212$42 12/31/2019
LifePlan Financial Group Inc1,095$38 12/31/2019
     LRGF1,095$38 12/31/2019
Kistler Tiffany Companies LLC980$34 12/31/2019
     LRGF980$34 12/31/2019
Orion Portfolio Solutions LLC747$26 12/31/2019
     LRGF747$26 12/31/2019
FMR LLC724$25 12/31/2019
     LRGF724$25 12/31/2019
John W. Brooker & Co. CPAs644$22 12/31/2019
     LRGF644$22 12/31/2019
Clear Investment Research LLC599$21 12/31/2019
     LRGF599$21 12/31/2019
Newfound Research LLC199$7 12/31/2019
     LRGF199$7 12/31/2019
Providence Capital Advisors LLC185$6 12/31/2019
     LRGF185$6 12/31/2019
Benjamin F. Edwards & Company Inc.120$4 12/31/2019
     LRGF120$4 12/31/2019
Sowell Financial Services LLC124$4 12/31/2019
     LRGF124$4 12/31/2019
Huntington National Bank60$2 12/31/2019
     LRGF60$2 12/31/2019
Steward Partners Investment Advisory LLC76$2 12/31/2019
     LRGF76$2 12/31/2019
Tower Research Capital LLC TRC 28$1 12/31/2019
     LRGF28$1 12/31/2019

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

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