HoldingsChannel.com
Funds Holding RGI
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE150,143$20,360 12/31/2019
     RGI150,143$20,360 12/31/2019
Tradewinds Capital Management LLC112,019$15,190 12/31/2019
     RGI112,019$15,190 12/31/2019
Wells Fargo & Company MN73,141$9,918 12/31/2019
     RGI73,141$9,918 12/31/2019
Northeast Financial Consultants Inc71,791$9,735 12/31/2019
     RGI71,791$9,735 12/31/2019
Enterprise Financial Services Corp47,300$6,413 12/31/2019
     RGI47,300$6,413 12/31/2019
Raymond James & Associates46,473$6,302 12/31/2019
     RGI46,473$6,302 12/31/2019
Phoenix Holdings Ltd.43,400$5,851 12/31/2019
     RGI43,400$5,851 12/31/2019
IMC Chicago LLC37,764$5,121 12/31/2019
     RGI37,764$5,121 12/31/2019
Morgan Stanley37,203$5,045 12/31/2019
     RGI37,203$5,045 12/31/2019
Royal Bank of Canada35,570$4,823 12/31/2019
     RGI35,570$4,823 12/31/2019
Envestnet Asset Management Inc.34,442$4,670 12/31/2019
     RGI34,442$4,670 12/31/2019
UBS Group AG31,880$4,323 12/31/2019
     RGI31,880$4,323 12/31/2019
SignalPoint Asset Management LLC29,005$3,933 12/31/2019
     RGI29,005$3,933 12/31/2019
Cambridge Investment Research Advisors Inc.26,440$3,585 12/31/2019
     RGI26,440$3,585 12/31/2019
Ameriprise Financial Inc.22,081$2,994 12/31/2019
     RGI22,081$2,994 12/31/2019
LPL Financial LLC21,413$2,904 12/31/2019
     RGI21,413$2,904 12/31/2019
United Capital Financial Advisers LLC18,494$2,508 12/31/2019
     RGI18,494$2,508 12/31/2019
Friedenthal Financial15,347$2,081 12/31/2019
     RGI15,347$2,081 12/31/2019
Sound Financial Strategies Group LLC14,150$1,919 12/31/2019
     RGI14,150$1,919 12/31/2019
Stifel Financial Corp10,113$1,368 12/31/2019
     RGI10,113$1,368 12/31/2019
Lido Advisors LLC9,611$1,303 12/31/2019
     RGI9,611$1,303 12/31/2019
Thrivent Financial for Lutherans8,467$1,148 12/31/2019
     RGI8,467$1,148 12/31/2019
Raymond James Financial Services Advisors Inc.7,815$1,060 12/31/2019
     RGI7,815$1,060 12/31/2019
Capital Wealth Alliance LLC6,577$883 12/31/2019
     RGI6,577$883 12/31/2019
Advisor Group Inc.6,276$852 12/31/2019
     RGI6,276$852 12/31/2019
Joseph P. Lucia & Associates LLC6,112$829 12/31/2019
     RGI6,112$829 12/31/2019
Stony Point Wealth Management Inc.5,960$808 12/31/2019
     RGI5,960$808 12/31/2019
Comerica Securities Inc.4,186$568 12/31/2019
     RGI4,186$568 12/31/2019
First Heartland Consultants Inc.4,125$559 12/31/2019
     RGI4,125$559 12/31/2019
Gradient Investments LLC4,097$556 12/31/2019
     RGI4,097$556 12/31/2019
Western Wealth Management LLC3,847$522 12/31/2019
     RGI3,847$522 12/31/2019
RBA Wealth Management LLC3,444$466 12/31/2019
     RGI3,444$466 12/31/2019
Cetera Advisor Networks LLC3,352$455 12/31/2019
     RGI3,352$455 12/31/2019
Aspiriant LLC3,339$449 12/31/2019
     RGI3,339$449 12/31/2019
Optas LLC3,275$442 12/31/2019
     RGI3,275$442 12/31/2019
Great Valley Advisor Group Inc.3,046$415 12/31/2019
     RGI3,046$415 12/31/2019
CIBC World Markets Inc.3,016$409 12/31/2019
     RGI3,016$409 12/31/2019
AlphaStar Capital Management LLC2,877$390 12/31/2019
     RGI2,877$390 12/31/2019
Captrust Financial Advisors2,768$380 12/31/2019
     RGI2,768$380 12/31/2019
Private Advisor Group LLC2,492$338 12/31/2019
     RGI2,492$338 12/31/2019
Cetera Advisors LLC2,210$301 12/31/2019
     RGI2,210$301 12/31/2019
Oppenheimer & Co. Inc.2,140$290 12/31/2019
     RGI2,140$290 12/31/2019
SeaCrest Wealth Management LLC2,038$276 12/31/2019
     RGI2,038$276 12/31/2019
Vista Private Wealth Partners. LLC1,854$255 12/31/2019
     RGI1,854$255 12/31/2019
D.A. Davidson & CO.1,867$253 12/31/2019
     RGI1,867$253 12/31/2019
Janney Montgomery Scott LLC1,723$234 12/31/2019
     RGI1,723$234 12/31/2019
McAdam LLC1,581$214 12/31/2019
     RGI1,581$214 12/31/2019
Advanced Asset Management Advisors Inc841$114 12/31/2019
     RGI841$114 12/31/2019
Bank of Montreal Can810$110 12/31/2019
     RGI810$110 12/31/2019
Parallel Advisors LLC755$102 12/31/2019
     RGI755$102 12/31/2019
Citigroup Inc.561$76 12/31/2019
     RGI561$76 12/31/2019
Kings Point Capital Management430$58 12/31/2019
     RGI430$58 12/31/2019
LifePlan Financial Group Inc395$54 12/31/2019
     RGI395$54 12/31/2019
Stonebridge Financial Planning Group LLC401$54 12/31/2019
     RGI401$54 12/31/2019
Tower Research Capital LLC TRC 358$49 12/31/2019
     RGI358$49 12/31/2019
Institute for Wealth Management LLC.273$37 12/31/2019
     RGI273$37 12/31/2019
Ladenburg Thalmann Financial Services Inc.225$31 12/31/2019
     RGI225$31 12/31/2019
Northwestern Mutual Wealth Management Co.231$31 12/31/2019
     RGI231$31 12/31/2019
FMR LLC191$26 12/31/2019
     RGI191$26 12/31/2019
Advisory Services Network LLC178$24 12/31/2019
     RGI178$24 12/31/2019
QCI Asset Management Inc. NY170$23 12/31/2019
     RGI170$23 12/31/2019
PNC Financial Services Group Inc.164$22 12/31/2019
     RGI164$22 12/31/2019
Signaturefd LLC150$20 12/31/2019
     RGI150$20 12/31/2019
Global Retirement Partners LLC132$18 12/31/2019
     RGI132$18 12/31/2019
Lakeview Capital Partners LLC99$13 12/31/2019
     RGI99$13 12/31/2019
US Bancorp DE53$7 12/31/2019
     RGI53$7 12/31/2019
Dowling & Yahnke LLC50$7 12/31/2019
     RGI50$7 12/31/2019
Front Row Advisors LLC50$7 12/31/2019
     RGI50$7 12/31/2019
CENTRAL TRUST Co36$5 12/31/2019
     RGI36$5 12/31/2019
Proequities Inc.33$5 12/31/2019
     RGI33$5 12/31/2019
Atlas Capital Advisors LLC34$5 12/31/2019
     RGI34$5 12/31/2019
Advisory Alpha LLC10$1 12/31/2019
     RGI10$1 12/31/2019
NEXT Financial Group Inc10$1 12/31/2019
     RGI10$1 12/31/2019
Sofos Investments Inc.4$1 12/31/2019
     RGI4$1 12/31/2019
Steward Partners Investment Advisory LLC1$0 12/31/2019
     RGI1$0 12/31/2019

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

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