HoldingsChannel.com
Funds Holding RWO
HolderAmountPosition Size
($ in 1000's)
 As of
Goldman Sachs Group Inc.3,990,510$143,658 03/31/2020
     RWO3,990,510$143,658 03/31/2020
Jones Financial Companies Lllp3,093,094$111,783 03/31/2020
     RWO3,093,094$111,783 03/31/2020
State Street Corp2,868,532$103,267 03/31/2020
     RWO2,868,532$103,267 03/31/2020
Sequoia Financial Advisors LLC1,938,984$69,803 03/31/2020
     RWO1,938,984$69,803 03/31/2020
Hsbc Holdings PLC1,813,232$65,277 03/31/2020
     RWO1,813,232$65,277 03/31/2020
Glenmede Trust Co. NA744,160$38,338 03/31/2020
     RWO744,160$38,338 03/31/2020
People s United Financial Inc.837,791$30,160 03/31/2020
     RWO837,791$30,160 03/31/2020
Morgan Stanley830,966$29,915 03/31/2020
     RWO830,966$29,915 03/31/2020
Waldron Private Wealth LLC663,700$23,893 03/31/2020
     RWO663,700$23,893 03/31/2020
Bank of New York Mellon Corp534,967$19,259 03/31/2020
     RWO534,967$19,259 03/31/2020
Canada Pension Plan Investment Board475,000$17,100 03/31/2020
     RWO475,000$17,100 03/31/2020
Envestnet Asset Management Inc.429,892$16,779 06/30/2020
     RWO429,892$16,779 06/30/2020
Bank of America Corp DE295,241$10,628 03/31/2020
     RWO295,241$10,628 03/31/2020
JFS Wealth Advisors LLC282,146$10,157 03/31/2020
     RWO282,146$10,157 03/31/2020
LPL Financial LLC254,742$9,171 03/31/2020
     RWO254,742$9,171 03/31/2020
Sarasin & Partners LLP247,263$8,901 03/31/2020
     RWO247,263$8,901 03/31/2020
Boston Private Wealth LLC236,906$8,529 03/31/2020
     RWO236,906$8,529 03/31/2020
St. Louis Trust Co236,318$8,508 03/31/2020
     RWO236,318$8,508 03/31/2020
The Manufacturers Life Insurance Company 216,759$7,803 03/31/2020
     RWO216,759$7,803 03/31/2020
Huntington National Bank214,859$7,734 03/31/2020
     RWO214,859$7,734 03/31/2020
Wells Fargo & Company MN206,653$7,439 03/31/2020
     RWO206,653$7,439 03/31/2020
HHM Wealth Advisors LLC196,004$7,056 03/31/2020
     RWO196,004$7,056 03/31/2020
Emerson Wealth Management LLC189,281$6,814 03/31/2020
     RWO189,281$6,814 03/31/2020
Raymond James & Associates188,164$6,774 03/31/2020
     RWO188,164$6,774 03/31/2020
Blair William & Co. IL180,343$6,492 03/31/2020
     RWO180,343$6,492 03/31/2020
Modera Wealth Management LLC177,539$6,391 03/31/2020
     RWO177,539$6,391 03/31/2020
Nicolet Advisory Services LLC176,974$6,371 03/31/2020
     RWO176,974$6,371 03/31/2020
FC Advisory LLC149,515$5,836 06/30/2020
     RWO149,515$5,836 06/30/2020
Fifth Third Bancorp152,644$5,495 03/31/2020
     RWO152,644$5,495 03/31/2020
Raymond James Financial Services Advisors Inc.150,041$5,401 03/31/2020
     RWO150,041$5,401 03/31/2020
Oppenheimer Asset Management Inc.140,854$5,071 03/31/2020
     RWO140,854$5,071 03/31/2020
Commonwealth Equity Services LLC134,526$4,842 03/31/2020
     RWO134,526$4,842 03/31/2020
PDS Planning Inc127,003$4,572 03/31/2020
     RWO127,003$4,572 03/31/2020
Brighton Jones LLC107,509$3,870 03/31/2020
     RWO107,509$3,870 03/31/2020
XML Financial LLC107,012$3,852 03/31/2020
     RWO107,012$3,852 03/31/2020
Sharkey Howes & Javer105,254$3,789 03/31/2020
     RWO105,254$3,789 03/31/2020
Dakota Wealth Management102,286$3,682 03/31/2020
     RWO102,286$3,682 03/31/2020
Valmark Advisers Inc.96,042$3,457 03/31/2020
     RWO96,042$3,457 03/31/2020
MML Investors Services LLC91,932$3,310 03/31/2020
     RWO91,932$3,310 03/31/2020
Ameriprise Financial Inc.88,802$3,200 03/31/2020
     RWO88,802$3,200 03/31/2020
Mariner LLC85,825$3,090 03/31/2020
     RWO85,825$3,090 03/31/2020
Advisor Group Holdings Inc.104,041$2,977 03/31/2020
     RWO104,041$2,977 03/31/2020
Banque Cantonale Vaudoise81,100$2,920 03/31/2020
     RWO81,100$2,920 03/31/2020
Efficient Advisors LLC80,448$2,896 03/31/2020
     RWO80,448$2,896 03/31/2020
Maxim Capital Management LLC75,885$2,732 03/31/2020
     RWO75,885$2,732 03/31/2020
Royal Bank of Canada73,768$2,655 03/31/2020
     RWO73,768$2,655 03/31/2020
Natixis Advisors L.P.70,586$2,541 03/31/2020
     RWO70,586$2,541 03/31/2020
Beacon Pointe Advisors LLC65,926$2,374 03/31/2020
     RWO65,926$2,374 03/31/2020
UBS Group AG64,979$2,339 03/31/2020
     RWO64,979$2,339 03/31/2020
Bailard Inc.61,813$2,225 03/31/2020
     RWO61,813$2,225 03/31/2020
Savant Capital LLC60,526$2,179 03/31/2020
     RWO60,526$2,179 03/31/2020
US Bancorp DE54,074$1,947 03/31/2020
     RWO54,074$1,947 03/31/2020
Voya Financial Advisors Inc.52,978$1,926 03/31/2020
     RWO52,978$1,926 03/31/2020
ProVise Management Group LLC53,007$1,908 03/31/2020
     RWO53,007$1,908 03/31/2020
JPMorgan Chase & Co.46,486$1,673 03/31/2020
     RWO46,486$1,673 03/31/2020
Private Advisor Group LLC44,485$1,601 03/31/2020
     RWO44,485$1,601 03/31/2020
Archetype Wealth Partners LLC39,260$1,413 03/31/2020
     RWO39,260$1,413 03/31/2020
Stephenson National Bank & Trust37,363$1,345 03/31/2020
     RWO37,363$1,345 03/31/2020
Simmons Bank37,005$1,333 03/31/2020
     RWO37,005$1,333 03/31/2020
Renaissance Technologies LLC36,500$1,314 03/31/2020
     RWO36,500$1,314 03/31/2020
Strategic Family Wealth Counselors L.L.C.36,383$1,310 03/31/2020
     RWO36,383$1,310 03/31/2020
Abacus Planning Group Inc.35,336$1,272 03/31/2020
     RWO35,336$1,272 03/31/2020
Cahaba Wealth Management Inc.33,736$1,214 03/31/2020
     RWO33,736$1,214 03/31/2020
SOL Capital Management CO32,481$1,169 03/31/2020
     RWO32,481$1,169 03/31/2020
Altfest L J & Co. Inc.31,607$1,138 03/31/2020
     RWO31,607$1,138 03/31/2020
New England Private Wealth Advisors LLC29,408$1,059 03/31/2020
     RWO29,408$1,059 03/31/2020
Avantax Advisory Services Inc.28,281$1,019 03/31/2020
     RWO28,281$1,019 03/31/2020
Capital Advisors Ltd. LLC27,596$993 03/31/2020
     RWO27,596$993 03/31/2020
Huber Financial Advisors LLC27,177$978 03/31/2020
     RWO27,177$978 03/31/2020
Strategic Wealth Partners Ltd.18,850$971 03/31/2020
     RWO18,850$971 03/31/2020
Shakespeare Wealth Management Inc.26,735$962 03/31/2020
     RWO26,735$962 03/31/2020
Sontag Advisory LLC26,468$953 03/31/2020
     RWO26,468$953 03/31/2020
Wealthspire Advisors L.P.26,316$947 03/31/2020
     RWO26,316$947 03/31/2020
Prudential Financial Inc.26,020$937 03/31/2020
     RWO26,020$937 03/31/2020
N.E.W. Advisory Services LLC23,745$927 06/30/2020
     RWO23,745$927 06/30/2020
Truewealth LLC25,470$917 03/31/2020
     RWO25,470$917 03/31/2020
Old Port Advisors23,262$908 06/30/2020
     RWO23,262$908 06/30/2020
Baird Financial Group Inc.24,950$898 03/31/2020
     RWO24,950$898 03/31/2020
Northwestern Mutual Wealth Management Co.24,869$896 03/31/2020
     RWO24,869$896 03/31/2020
Gradient Capital Advisors LLC24,733$890 03/31/2020
     RWO24,733$890 03/31/2020
Larson Financial Group LLC22,777$889 06/30/2020
     RWO22,777$889 06/30/2020
Lester Murray Antman dba SimplyRich23,237$845 03/31/2020
     RWO23,237$845 03/31/2020
Cambridge Investment Research Advisors Inc.22,300$803 03/31/2020
     RWO22,300$803 03/31/2020
IFP Advisors Inc21,470$779 03/31/2020
     RWO21,470$779 03/31/2020
Oarsman Capital Inc.20,602$742 03/31/2020
     RWO20,602$742 03/31/2020
PAX Financial Group LLC19,125$696 03/31/2020
     RWO19,125$696 03/31/2020
Israel Discount Bank of New York19,015$685 03/31/2020
     RWO19,015$685 03/31/2020
FormulaFolio Investments LLC18,725$674 03/31/2020
     RWO18,725$674 03/31/2020
Pictet Asset Management Ltd.17,800$641 03/31/2020
     RWO17,800$641 03/31/2020
AlphaStar Capital Management LLC17,721$640 03/31/2020
     RWO17,721$640 03/31/2020
Boltwood Capital Management15,495$605 06/30/2020
     RWO15,495$605 06/30/2020
ARGI Investment Services LLC16,635$599 03/31/2020
     RWO16,635$599 03/31/2020
Sowell Financial Services LLC16,248$585 03/31/2020
     RWO16,248$585 03/31/2020
Capstone Financial Advisors Inc.16,116$580 03/31/2020
     RWO16,116$580 03/31/2020
Trexquant Investment LP15,427$555 03/31/2020
     RWO15,427$555 03/31/2020
First Allied Advisory Services Inc.15,059$542 03/31/2020
     RWO15,059$542 03/31/2020
AdvisorNet Financial Inc15,032$541 03/31/2020
     RWO15,032$541 03/31/2020
Change Path LLC14,776$532 03/31/2020
     RWO14,776$532 03/31/2020
Integrated Advisors Network LLC14,699$529 03/31/2020
     RWO14,699$529 03/31/2020
RFG Advisory LLC14,603$526 03/31/2020
     RWO14,603$526 03/31/2020
Greytown Advisors Inc.14,620$526 03/31/2020
     RWO14,620$526 03/31/2020
Hayden Royal LLC14,355$517 03/31/2020
     RWO14,355$517 03/31/2020
MPS Loria Financial Planners LLC13,973$503 03/31/2020
     RWO13,973$503 03/31/2020
Private Capital Management LLC12,869$502 06/30/2020
     RWO12,869$502 06/30/2020
Sawtooth Solutions LLC13,362$481 03/31/2020
     RWO13,362$481 03/31/2020
Ancora Advisors LLC12,776$460 03/31/2020
     RWO12,776$460 03/31/2020
Pacific Capital Wealth Advisors Inc.12,439$448 03/31/2020
     RWO12,439$448 03/31/2020
Lido Advisors LLC12,253$441 03/31/2020
     RWO12,253$441 03/31/2020
EP Wealth Advisors LLC11,971$431 03/31/2020
     RWO11,971$431 03/31/2020
Steward Partners Investment Advisory LLC11,773$423 03/31/2020
     RWO11,773$423 03/31/2020
Proequities Inc.11,206$403 03/31/2020
     RWO11,206$403 03/31/2020
Edge Capital Group LLC11,020$397 03/31/2020
     RWO11,020$397 03/31/2020
Cetera Advisor Networks LLC11,663$390 03/31/2020
     RWO11,663$390 03/31/2020
Lakeview Capital Partners LLC10,799$389 03/31/2020
     RWO10,799$389 03/31/2020
Brand Asset Management Group Inc.10,781$388 03/31/2020
     RWO10,781$388 03/31/2020
AE Wealth Management LLC10,222$368 03/31/2020
     RWO10,222$368 03/31/2020
Invesco Ltd.10,118$364 03/31/2020
     RWO10,118$364 03/31/2020
CBIZ Investment Advisory Services LLC10,089$363 03/31/2020
     RWO10,089$363 03/31/2020
Northern Trust Corp9,849$355 03/31/2020
     RWO9,849$355 03/31/2020
Client 1ST Advisory Group LLC9,682$349 03/31/2020
     RWO9,682$349 03/31/2020
Balasa Dinverno & Foltz LLC9,367$337 03/31/2020
     RWO9,367$337 03/31/2020
Fund Evaluation Group LLC9,211$332 03/31/2020
     RWO9,211$332 03/31/2020
Boys Arnold & Co. Inc.8,987$324 03/31/2020
     RWO8,987$324 03/31/2020
UMA Financial Services Inc.8,886$324 03/31/2020
     RWO8,886$324 03/31/2020
Buckingham Asset Management LLC8,876$320 03/31/2020
     RWO8,876$320 03/31/2020
BNP Paribas Arbitrage SA8,681$313 03/31/2020
     RWO8,681$313 03/31/2020
Clearstead Advisors LLC8,509$306 03/31/2020
     RWO8,509$306 03/31/2020
361 Capital LLC8,464$305 03/31/2020
     RWO8,464$305 03/31/2020
Mutual Advisors LLC8,418$303 03/31/2020
     RWO8,418$303 03/31/2020
American Financial Advisors LLC8,037$301 03/31/2020
     RWO8,037$301 03/31/2020
Two Sigma Securities LLC7,964$287 03/31/2020
     RWO7,964$287 03/31/2020
Empirical Financial Services LLC d.b.a. Empirical Wealth Management7,931$286 03/31/2020
     RWO7,931$286 03/31/2020
Creative Planning7,039$253 03/31/2020
     RWO7,039$253 03/31/2020
Dfpg Investments LLC6,630$248 03/31/2020
     RWO6,630$248 03/31/2020
Alexandria Capital LLC6,886$248 03/31/2020
     RWO6,886$248 03/31/2020
Regent Peak Wealth Advisors LLC6,780$244 03/31/2020
     RWO6,780$244 03/31/2020
Koshinski Asset Management Inc.6,501$234 03/31/2020
     RWO6,501$234 03/31/2020
Clarus Wealth Advisors5,906$230 06/30/2020
     RWO5,906$230 06/30/2020
Claraphi Advisory Network LLC6,343$228 03/31/2020
     RWO6,343$228 03/31/2020
FDx Advisors Inc.6,220$224 03/31/2020
     RWO6,220$224 03/31/2020
Cetera Advisors LLC6,104$214 03/31/2020
     RWO6,104$214 03/31/2020
Private Ocean LLC5,868$211 03/31/2020
     RWO5,868$211 03/31/2020
Equitable Holdings Inc.5,794$209 03/31/2020
     RWO5,794$209 03/31/2020
Cornerstone Wealth Management LLC5,749$207 03/31/2020
     RWO5,749$207 03/31/2020
NEXT Financial Group Inc5,013$180 03/31/2020
     RWO5,013$180 03/31/2020
Hudock Inc.4,681$168 03/31/2020
     RWO4,681$168 03/31/2020
Cordasco Financial Network4,166$150 03/31/2020
     RWO4,166$150 03/31/2020
Cedar Wealth Management LLC3,970$143 03/31/2020
     RWO3,970$143 03/31/2020
Advisory Alpha LLC3,857$139 03/31/2020
     RWO3,857$139 03/31/2020
Disciplined Investments LLC3,689$133 03/31/2020
     RWO3,689$133 03/31/2020
Citigroup Inc.3,265$118 03/31/2020
     RWO3,265$118 03/31/2020
Westside Investment Management Inc.2,596$93 03/31/2020
     RWO2,596$93 03/31/2020
Bank of Montreal Can2,680$90 03/31/2020
     RWO2,680$90 03/31/2020
Berman Capital Advisors LLC2,510$90 03/31/2020
     RWO2,510$90 03/31/2020
First Command Bank2,384$86 03/31/2020
     RWO2,384$86 03/31/2020
First Command Financial Services Inc.2,384$86 03/31/2020
     RWO2,384$86 03/31/2020
BlackRock Inc.2,282$82 03/31/2020
     RWO2,282$82 03/31/2020
Patriot Financial Group Insurance Agency LLC2,086$81 06/30/2020
     RWO2,086$81 06/30/2020
CWM LLC2,235$80 03/31/2020
     RWO2,235$80 03/31/2020
Accurate Investment Solutions Inc.2,115$76 03/31/2020
     RWO2,115$76 03/31/2020
Advisory Services Network LLC1,920$69 03/31/2020
     RWO1,920$69 03/31/2020
Quantum Capital Management1,842$66 03/31/2020
     RWO1,842$66 03/31/2020
Capital Analysts LLC1,755$63 03/31/2020
     RWO1,755$63 03/31/2020
PNC Financial Services Group Inc.1,466$53 03/31/2020
     RWO1,466$53 03/31/2020
Alpha Windward LLC1,150$45 06/30/2020
     RWO1,150$45 06/30/2020
Pacitti Group Inc.1,161$41 03/31/2020
     RWO1,161$41 03/31/2020
Rockefeller Capital Management L.P.1,047$38 03/31/2020
     RWO1,047$38 03/31/2020
Ambassador Advisors LLC990$36 03/31/2020
     RWO990$36 03/31/2020
Flagship Harbor Advisors LLC969$35 03/31/2020
     RWO969$35 03/31/2020
TCI Wealth Advisors Inc.898$32 03/31/2020
     RWO898$32 03/31/2020
Private Capital Group LLC886$32 03/31/2020
     RWO886$32 03/31/2020
Verus Capital Partners LLC869$31 03/31/2020
     RWO869$31 03/31/2020
Ballast Advisors LLC787$28 03/31/2020
     RWO787$28 03/31/2020
Golden State Wealth Management LLC730$26 03/31/2020
     RWO730$26 03/31/2020
First Manhattan Co.698$25 03/31/2020
     RWO698$25 03/31/2020
Pathstone Family Office LLC637$23 03/31/2020
     RWO637$23 03/31/2020
HC Financial Advisors Inc.615$22 03/31/2020
     RWO615$22 03/31/2020
Sterling Investment Advisors Ltd.582$20 03/31/2020
     RWO582$20 03/31/2020
Roble Belko & Company Inc471$17 03/31/2020
     RWO471$17 03/31/2020
Ameritas Investment Company LLC447$16 03/31/2020
     RWO447$16 03/31/2020
LifePlan Financial Group Inc415$15 03/31/2020
     RWO415$15 03/31/2020
S.A. Mason LLC395$14 03/31/2020
     RWO395$14 03/31/2020
Tsfg LLC296$12 06/30/2020
     RWO296$12 06/30/2020
Carroll Financial Associates Inc.274$10 06/30/2020
     RWO274$10 06/30/2020
WASHINGTON TRUST Co268$10 03/31/2020
     RWO268$10 03/31/2020
Carmichael Hill & Associates Inc.283$10 03/31/2020
     RWO283$10 03/31/2020
Global Trust Asset Management LLC227$9 06/30/2020
     RWO227$9 06/30/2020
Deutsche Bank AG260$9 03/31/2020
     RWO260$9 03/31/2020
Gradient Investments LLC210$8 06/30/2020
     RWO210$8 06/30/2020
Stonebridge Capital Advisors LLC222$8 03/31/2020
     RWO222$8 03/31/2020
Aptus Capital Advisors LLC239$8 03/31/2020
     RWO239$8 03/31/2020
Ironwood Wealth Management LLC.216$8 03/31/2020
     RWO216$8 03/31/2020
CVA Family Office LLC171$6 03/31/2020
     RWO171$6 03/31/2020
JNBA Financial Advisors125$5 03/31/2020
     RWO125$5 03/31/2020
Global Retirement Partners LLC128$5 03/31/2020
     RWO128$5 03/31/2020
Jacobi Capital Management LLC120$4 03/31/2020
     RWO120$4 03/31/2020
Front Row Advisors LLC103$4 03/31/2020
     RWO103$4 03/31/2020
Efficient Wealth Management LLC110$4 03/31/2020
     RWO110$4 03/31/2020
Wealthcare Advisory Partners LLC70$3 03/31/2020
     RWO70$3 03/31/2020
Arkadios Wealth Advisors77$3 03/31/2020
     RWO77$3 03/31/2020
Independence Bank of Kentucky40$2 06/30/2020
     RWO40$2 06/30/2020
FMR LLC67$2 03/31/2020
     RWO67$2 03/31/2020
O Shaughnessy Asset Management LLC58$2 03/31/2020
     RWO58$2 03/31/2020
Asset Dedication LLC43$2 03/31/2020
     RWO43$2 03/31/2020
Winslow Evans & Crocker Inc.50$2 03/31/2020
     RWO50$2 03/31/2020
AllSquare Wealth Management LLC49$2 03/31/2020
     RWO49$2 03/31/2020
Capital Investment Advisory Services LLC55$2 03/31/2020
     RWO55$2 03/31/2020
Sugarloaf Wealth Management LLC42$2 03/31/2020
     RWO42$2 03/31/2020
Parallel Advisors LLC77$2 03/31/2020
     RWO77$2 03/31/2020
Fortis Advisors LLC43$2 03/31/2020
     RWO43$2 03/31/2020
Center for Financial Planning Inc.51$2 03/31/2020
     RWO51$2 03/31/2020
Signaturefd LLC40$1 03/31/2020
     RWO40$1 03/31/2020
Stratford Consulting LLC30$1 03/31/2020
     RWO30$1 03/31/2020
Heritage Wealth Advisors21$1 03/31/2020
     RWO21$1 03/31/2020
Manchester Financial Inc.6$0 06/30/2020
     RWO6$0 06/30/2020
Harwood Advisory Group LLC22$0 03/31/2020
     RWO22$0 03/31/2020
McIlrath & Eck LLC1$0 03/31/2020
     RWO1$0 03/31/2020
Key Financial Inc13$0 03/31/2020
     RWO13$0 03/31/2020
Orion Portfolio Solutions LLC11$0 03/31/2020
     RWO11$0 03/31/2020

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

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