HoldingsChannel.com
Funds Holding RWR
HolderAmountPosition Size
($ in 1000's)
 As of
Northern Trust Corp3,344,491$241,472 03/31/2020
     RWR3,344,491$241,472 03/31/2020
Wells Fargo & Company MN1,759,574$127,042 03/31/2020
     RWR1,759,574$127,042 03/31/2020
State Street Corp1,418,832$102,440 03/31/2020
     RWR1,418,832$102,440 03/31/2020
Envestnet Asset Management Inc.1,209,479$87,324 03/31/2020
     RWR1,209,479$87,324 03/31/2020
Charles Schwab Investment Management Inc.1,114,760$80,486 03/31/2020
     RWR1,114,760$80,486 03/31/2020
PNC Financial Services Group Inc.864,683$62,431 03/31/2020
     RWR864,683$62,431 03/31/2020
Bank of America Corp DE644,753$46,550 03/31/2020
     RWR644,753$46,550 03/31/2020
Assetmark Inc.445,610$32,173 03/31/2020
     RWR445,610$32,173 03/31/2020
Northwestern Mutual Wealth Management Co.430,004$31,047 03/31/2020
     RWR430,004$31,047 03/31/2020
Morgan Stanley379,869$27,427 03/31/2020
     RWR379,869$27,427 03/31/2020
Truist Financial Corp289,798$20,923 03/31/2020
     RWR289,798$20,923 03/31/2020
Goldman Sachs Group Inc.283,815$20,491 03/31/2020
     RWR283,815$20,491 03/31/2020
Creative Planning207,725$14,998 03/31/2020
     RWR207,725$14,998 03/31/2020
Advisor Group Inc.131,989$13,480 12/31/2019
     RWR131,989$13,480 12/31/2019
Global Financial Private Capital Inc138,682$10,020 03/31/2020
     RWR138,682$10,020 03/31/2020
Stifel Financial Corp123,399$8,915 03/31/2020
     RWR123,399$8,915 03/31/2020
Advisor Group Holdings Inc.127,186$7,054 03/31/2020
     RWR127,186$7,054 03/31/2020
MML Investors Services LLC96,956$7,000 03/31/2020
     RWR96,956$7,000 03/31/2020
Patton Fund Management Inc.94,611$6,831 03/31/2020
     RWR94,611$6,831 03/31/2020
Congress Asset Management Co. MA91,413$6,600 03/31/2020
     RWR91,413$6,600 03/31/2020
LPL Financial LLC79,672$5,752 03/31/2020
     RWR79,672$5,752 03/31/2020
M&T Bank Corp70,726$5,106 03/31/2020
     RWR70,726$5,106 03/31/2020
Private Advisor Group LLC60,275$4,352 03/31/2020
     RWR60,275$4,352 03/31/2020
Heartwood Wealth Advisors LLC53,761$3,882 03/31/2020
     RWR53,761$3,882 03/31/2020
Stratford Consulting LLC51,826$3,742 03/31/2020
     RWR51,826$3,742 03/31/2020
Bank of Montreal Can55,867$3,693 03/31/2020
     RWR55,867$3,693 03/31/2020
Aspire Private Capital LLC49,320$3,561 03/31/2020
     RWR49,320$3,561 03/31/2020
American Financial Advisors LLC46,754$3,557 03/31/2020
     RWR46,754$3,557 03/31/2020
Commonwealth Equity Services LLC45,680$3,298 03/31/2020
     RWR45,680$3,298 03/31/2020
Alesco Advisors LLC44,459$3,210 03/31/2020
     RWR44,459$3,210 03/31/2020
UBS Group AG44,067$3,181 03/31/2020
     RWR44,067$3,181 03/31/2020
Raymond James Financial Services Advisors Inc.43,694$3,155 03/31/2020
     RWR43,694$3,155 03/31/2020
Royal Bank of Canada38,604$2,788 03/31/2020
     RWR38,604$2,788 03/31/2020
Phillips Financial Management LLC39,758$2,664 03/31/2020
     RWR39,758$2,664 03/31/2020
Smith Moore & CO.36,763$2,654 03/31/2020
     RWR36,763$2,654 03/31/2020
Ladenburg Thalmann Financial Services Inc.31,466$2,254 12/31/2019
     RWR31,466$2,254 12/31/2019
Veritable L.P.31,135$2,248 03/31/2020
     RWR31,135$2,248 03/31/2020
Ameriprise Financial Inc.30,312$2,206 03/31/2020
     RWR30,312$2,206 03/31/2020
HRT Financial LLC27,565$1,990 03/31/2020
     RWR27,565$1,990 03/31/2020
TIAA FSB27,465$1,983 03/31/2020
     RWR27,465$1,983 03/31/2020
CIBC Private Wealth Group LLC27,445$1,982 03/31/2020
     RWR27,445$1,982 03/31/2020
HBK Sorce Advisory LLC26,915$1,943 03/31/2020
     RWR26,915$1,943 03/31/2020
10 15 Associates Inc.24,152$1,744 03/31/2020
     RWR24,152$1,744 03/31/2020
Susquehanna International Group LLP $1,731 03/31/2020
     RWR18,475$1,334 03/31/2020
     Call10,300$744 03/31/2020
     Put4,800$347 03/31/2020
HighTower Advisors LLC22,869$1,654 03/31/2020
     RWR22,869$1,654 03/31/2020
SNS Financial Group LLC22,810$1,647 03/31/2020
     RWR22,810$1,647 03/31/2020
Allen Capital Group LLC22,327$1,612 03/31/2020
     RWR22,327$1,612 03/31/2020
JPMorgan Chase & Co.19,418$1,402 03/31/2020
     RWR19,418$1,402 03/31/2020
GYL Financial Synergies LLC18,334$1,324 03/31/2020
     RWR18,334$1,324 03/31/2020
Great Lakes Advisors LLC17,805$1,285 03/31/2020
     RWR17,805$1,285 03/31/2020
US Bancorp DE17,452$1,260 03/31/2020
     RWR17,452$1,260 03/31/2020
Atlas Brown Inc.16,760$1,210 03/31/2020
     RWR16,760$1,210 03/31/2020
Aprio Wealth Management LLC16,424$1,186 03/31/2020
     RWR16,424$1,186 03/31/2020
Private Advisory Group LLC16,149$1,166 03/31/2020
     RWR16,149$1,166 03/31/2020
City Holding Co.15,730$1,136 03/31/2020
     RWR15,730$1,136 03/31/2020
Valmark Advisers Inc.15,156$1,094 03/31/2020
     RWR15,156$1,094 03/31/2020
Cambridge Investment Research Advisors Inc.14,893$1,075 03/31/2020
     RWR14,893$1,075 03/31/2020
Maryland Capital Management14,132$1,020 03/31/2020
     RWR14,132$1,020 03/31/2020
Raymond James & Associates13,936$1,006 03/31/2020
     RWR13,936$1,006 03/31/2020
Bray Capital Advisors13,515$976 03/31/2020
     RWR13,515$976 03/31/2020
Abbrea Capital LLC13,264$958 03/31/2020
     RWR13,264$958 03/31/2020
Hanlon Investment Management Inc.12,698$917 03/31/2020
     RWR12,698$917 03/31/2020
Davidson Trust Co.11,999$866 03/31/2020
     RWR11,999$866 03/31/2020
Brown Advisory Inc.11,640$840 03/31/2020
     RWR11,640$840 03/31/2020
Park Avenue Securities LLC11,513$831 03/31/2020
     RWR11,513$831 03/31/2020
Bay Harbor Wealth Management LLC11,206$809 03/31/2020
     RWR11,206$809 03/31/2020
Manchester Capital Management LLC11,172$807 03/31/2020
     RWR11,172$807 03/31/2020
Moller Financial Services10,963$792 03/31/2020
     RWR10,963$792 03/31/2020
Capital Directions Investment Advisors LLC10,804$780 03/31/2020
     RWR10,804$780 03/31/2020
Bank of New York Mellon Corp10,759$777 03/31/2020
     RWR10,759$777 03/31/2020
Platte River Wealth Advisors LLC7,424$761 12/31/2019
     RWR7,424$761 12/31/2019
Gibson Capital LLC9,449$680 03/31/2020
     RWR9,449$680 03/31/2020
Baird Financial Group Inc.9,407$679 03/31/2020
     RWR9,407$679 03/31/2020
Empirical Financial Services LLC d.b.a. Empirical Wealth Management9,392$678 03/31/2020
     RWR9,392$678 03/31/2020
United Capital Financial Advisers LLC9,094$657 03/31/2020
     RWR9,094$657 03/31/2020
BlackRock Inc.9,047$653 03/31/2020
     RWR9,047$653 03/31/2020
Cranbrook Wealth Management LLC9,016$651 03/31/2020
     RWR9,016$651 03/31/2020
Lee Financial Co8,870$640 03/31/2020
     RWR8,870$640 03/31/2020
American Institute for Advanced Investment Management LLP8,205$592 03/31/2020
     RWR8,205$592 03/31/2020
Exencial Wealth Advisors LLC8,071$583 03/31/2020
     RWR8,071$583 03/31/2020
Aveo Capital Partners LLC7,966$575 03/31/2020
     RWR7,966$575 03/31/2020
Kohmann Bosshard Financial Services LLC7,844$566 03/31/2020
     RWR7,844$566 03/31/2020
One Capital Management LLC7,829$565 03/31/2020
     RWR7,829$565 03/31/2020
Cullen Frost Bankers Inc.7,691$555 03/31/2020
     RWR7,691$555 03/31/2020
Capital Advisors Ltd. LLC7,653$553 03/31/2020
     RWR7,653$553 03/31/2020
Cetera Advisor Networks LLC7,079$511 03/31/2020
     RWR7,079$511 03/31/2020
Huntington National Bank6,858$495 03/31/2020
     RWR6,858$495 03/31/2020
Synovus Financial Corp6,783$489 03/31/2020
     RWR6,783$489 03/31/2020
Key Financial Inc6,607$484 03/31/2020
     RWR6,607$484 03/31/2020
Strategic Investment Advisors MI6,523$471 03/31/2020
     RWR6,523$471 03/31/2020
AE Wealth Management LLC6,367$460 03/31/2020
     RWR6,367$460 03/31/2020
Emery Howard Portfolio Management Inc.6,005$434 03/31/2020
     RWR6,005$434 03/31/2020
Fifth Third Bancorp5,826$421 03/31/2020
     RWR5,826$421 03/31/2020
Eaton Vance Management5,712$412 03/31/2020
     RWR5,712$412 03/31/2020
First Heartland Consultants Inc.5,687$411 03/31/2020
     RWR5,687$411 03/31/2020
Janney Montgomery Scott LLC5,593$404 03/31/2020
     RWR5,593$404 03/31/2020
Moisand Fitzgerald Tamayo LLC5,555$401 03/31/2020
     RWR5,555$401 03/31/2020
Beacon Financial Group3,873$395 12/31/2019
     RWR3,873$395 12/31/2019
TD Capital Management LLC5,203$376 03/31/2020
     RWR5,203$376 03/31/2020
Efficient Wealth Management LLC5,165$373 03/31/2020
     RWR5,165$373 03/31/2020
Resources Investment Advisors LLC.5,015$362 03/31/2020
     RWR5,015$362 03/31/2020
Aspiriant LLC4,700$339 03/31/2020
     RWR4,700$339 03/31/2020
First Republic Investment Management Inc.4,623$334 03/31/2020
     RWR4,623$334 03/31/2020
Front Row Advisors LLC4,264$332 03/31/2020
     RWR4,264$332 03/31/2020
Csenge Advisory Group4,576$330 03/31/2020
     RWR4,576$330 03/31/2020
Savant Capital LLC4,533$327 03/31/2020
     RWR4,533$327 03/31/2020
Private Ocean LLC4,509$325 03/31/2020
     RWR4,509$325 03/31/2020
Venturi Wealth Management LLC4,346$314 03/31/2020
     RWR4,346$314 03/31/2020
Disciplined Investments LLC4,350$314 03/31/2020
     RWR4,350$314 03/31/2020
Sawtooth Solutions LLC4,255$307 03/31/2020
     RWR4,255$307 03/31/2020
Cetera Investment Advisers4,145$299 03/31/2020
     RWR4,145$299 03/31/2020
Glenmede Trust Co. NA2,924$298 03/31/2020
     RWR2,924$298 03/31/2020
Franklin Resources Inc.4,019$290 03/31/2020
     RWR4,019$290 03/31/2020
Jane Street Group LLC4,017$290 03/31/2020
     RWR4,017$290 03/31/2020
South State Corp3,613$261 03/31/2020
     RWR3,613$261 03/31/2020
JFS Wealth Advisors LLC3,517$254 03/31/2020
     RWR3,517$254 03/31/2020
IFG Advisory LLC3,438$248 03/31/2020
     RWR3,438$248 03/31/2020
Belpointe Asset Management LLC2,393$244 12/31/2019
     RWR2,393$244 12/31/2019
Mather Group LLC.3,370$243 03/31/2020
     RWR3,370$243 03/31/2020
Capital Planning Advisors LLC3,370$243 03/31/2020
     RWR3,370$243 03/31/2020
BOKF NA3,350$242 03/31/2020
     RWR3,350$242 03/31/2020
Rossmore Private Capital3,299$238 03/31/2020
     RWR3,299$238 03/31/2020
Deutsche Bank AG3,200$231 03/31/2020
     RWR3,200$231 03/31/2020
Evermay Wealth Management LLC3,141$227 03/31/2020
     RWR3,141$227 03/31/2020
Raymond James Trust N.A.3,062$221 03/31/2020
     RWR3,062$221 03/31/2020
Chicago Partners Investment Group LLC2,787$215 03/31/2020
     RWR2,787$215 03/31/2020
Citizens Financial Group Inc RI2,924$211 03/31/2020
     RWR2,924$211 03/31/2020
Pin Oak Investment Advisors Inc.2,928$211 03/31/2020
     RWR2,928$211 03/31/2020
Wooster Corthell Wealth Management Inc.2,926$211 03/31/2020
     RWR2,926$211 03/31/2020
First Allied Advisory Services Inc.2,901$209 03/31/2020
     RWR2,901$209 03/31/2020
Clearstead Advisors LLC2,817$203 03/31/2020
     RWR2,817$203 03/31/2020
Steward Partners Investment Advisory LLC2,283$164 03/31/2020
     RWR2,283$164 03/31/2020
MUFG Americas Holdings Corp2,228$161 03/31/2020
     RWR2,228$161 03/31/2020
Lakeview Capital Partners LLC2,207$159 03/31/2020
     RWR2,207$159 03/31/2020
Rockefeller Capital Management L.P.2,170$157 03/31/2020
     RWR2,170$157 03/31/2020
IndexIQ Advisors LLC1,977$143 03/31/2020
     RWR1,977$143 03/31/2020
IFP Advisors Inc1,819$135 03/31/2020
     RWR1,819$135 03/31/2020
Farmers & Merchants Trust Co of Chambersburg PA1,649$119 03/31/2020
     RWR1,649$119 03/31/2020
Citigroup Inc.1,439$104 03/31/2020
     RWR1,439$104 03/31/2020
Monetary Management Group Inc.1,375$99 03/31/2020
     RWR1,375$99 03/31/2020
Global Retirement Partners LLC1,221$88 03/31/2020
     RWR1,221$88 03/31/2020
Blair William & Co. IL1,131$82 03/31/2020
     RWR1,131$82 03/31/2020
Creative Financial Designs Inc. ADV1,018$73 03/31/2020
     RWR1,018$73 03/31/2020
Whitnell & Co.684$70 12/31/2019
     RWR684$70 12/31/2019
Optimum Investment Advisors950$69 03/31/2020
     RWR950$69 03/31/2020
Patriot Financial Group Insurance Agency LLC906$65 03/31/2020
     RWR906$65 03/31/2020
Laurel Wealth Advisors LLC892$64 03/31/2020
     RWR892$64 03/31/2020
Fortis Advisors LLC863$62 03/31/2020
     RWR863$62 03/31/2020
FMR LLC793$57 03/31/2020
     RWR793$57 03/31/2020
CWM LLC785$57 03/31/2020
     RWR785$57 03/31/2020
Associated Banc Corp750$54 03/31/2020
     RWR750$54 03/31/2020
Orion Portfolio Solutions LLC726$52 03/31/2020
     RWR726$52 03/31/2020
Farmers & Merchants Investments Inc.620$45 03/31/2020
     RWR620$45 03/31/2020
Heritage Wealth Advisors605$44 03/31/2020
     RWR605$44 03/31/2020
Proequities Inc.585$42 03/31/2020
     RWR585$42 03/31/2020
Oakworth Capital Inc.575$42 03/31/2020
     RWR575$42 03/31/2020
Capital Analysts LLC551$40 03/31/2020
     RWR551$40 03/31/2020
Balentine LLC542$39 03/31/2020
     RWR542$39 03/31/2020
Valeo Financial Advisors LLC460$37 03/31/2020
     RWR460$37 03/31/2020
Massmutual Trust Co. FSB ADV450$32 03/31/2020
     RWR450$32 03/31/2020
AdvisorNet Financial Inc441$32 03/31/2020
     RWR441$32 03/31/2020
Capital Bank & Trust Co450$32 03/31/2020
     RWR450$32 03/31/2020
Carroll Financial Associates Inc.436$31 03/31/2020
     RWR436$31 03/31/2020
Beacon Capital Management Inc.435$31 03/31/2020
     RWR435$31 03/31/2020
Evensky & Katz LLC421$30 03/31/2020
     RWR421$30 03/31/2020
Wealthcare Advisory Partners LLC401$29 03/31/2020
     RWR401$29 03/31/2020
Atlas Private Wealth Management381$28 03/31/2020
     RWR381$28 03/31/2020
Duncker Streett & Co. Inc.350$25 03/31/2020
     RWR350$25 03/31/2020
Quantum Capital Management351$25 03/31/2020
     RWR351$25 03/31/2020
Stearns Financial Services Group337$24 03/31/2020
     RWR337$24 03/31/2020
Capital Asset Advisory Services LLC318$22 03/31/2020
     RWR318$22 03/31/2020
Flagship Harbor Advisors LLC308$22 03/31/2020
     RWR308$22 03/31/2020
Center for Financial Planning Inc.300$22 03/31/2020
     RWR300$22 03/31/2020
Ameritas Investment Company LLC285$21 03/31/2020
     RWR285$21 03/31/2020
Country Trust Bank297$21 03/31/2020
     RWR297$21 03/31/2020
Advisory Services Network LLC293$21 03/31/2020
     RWR293$21 03/31/2020
LifePlan Financial Group Inc278$20 03/31/2020
     RWR278$20 03/31/2020
Mine & Arao Wealth Creation & Management LLC.247$18 03/31/2020
     RWR247$18 03/31/2020
Wealth Quarterback LLC248$18 03/31/2020
     RWR248$18 03/31/2020
Sowell Financial Services LLC221$16 03/31/2020
     RWR221$16 03/31/2020
James Investment Research Inc.210$15 03/31/2020
     RWR210$15 03/31/2020
First Personal Financial Services202$15 03/31/2020
     RWR202$15 03/31/2020
Verus Capital Partners LLC204$15 03/31/2020
     RWR204$15 03/31/2020
Trust Co. of Vermont187$14 03/31/2020
     RWR187$14 03/31/2020
Litman Gregory Asset Management LLC193$14 03/31/2020
     RWR193$14 03/31/2020
Pacitti Group Inc.177$12 03/31/2020
     RWR177$12 03/31/2020
Lloyd Advisory Services LLC.112$12 12/31/2019
     RWR112$12 12/31/2019
Motco137$10 03/31/2020
     RWR137$10 03/31/2020
Larson Financial Group LLC109$8 03/31/2020
     RWR109$8 03/31/2020
Jackson Hole Capital Partners LLC115$8 03/31/2020
     RWR115$8 03/31/2020
Stonebridge Capital Advisors LLC100$7 03/31/2020
     RWR100$7 03/31/2020
Bedel Financial Consulting Inc.99$7 03/31/2020
     RWR99$7 03/31/2020
CX Institutional100$7 03/31/2020
     RWR100$7 03/31/2020
1 North Wealth Services LLC66$7 12/31/2019
     RWR66$7 12/31/2019
Thompson Siegel & Walmsley LLC85$6 03/31/2020
     RWR85$6 03/31/2020
AGF Investments LLC90$6 03/31/2020
     RWR90$6 03/31/2020
Jacobi Capital Management LLC75$5 03/31/2020
     RWR75$5 03/31/2020
McIlrath & Eck LLC75$5 03/31/2020
     RWR75$5 03/31/2020
Certified Advisory Corp68$5 03/31/2020
     RWR68$5 03/31/2020
FSA Wealth Management LLC64$5 03/31/2020
     RWR64$5 03/31/2020
Parkside Financial Bank & Trust60$4 03/31/2020
     RWR60$4 03/31/2020
Allworth Financial LP53$4 03/31/2020
     RWR53$4 03/31/2020
Tompkins Financial Corp47$3 03/31/2020
     RWR47$3 03/31/2020
Mcmillion Capital Management Inc.21$2 03/31/2020
     RWR21$2 03/31/2020
Endurance Wealth Management Inc.22$2 03/31/2020
     RWR22$2 03/31/2020
Evoke Wealth LLC29$2 03/31/2020
     RWR29$2 03/31/2020
Manchester Financial Inc.9$1 03/31/2020
     RWR9$1 03/31/2020
MV Capital Management Inc.12$1 03/31/2020
     RWR12$1 03/31/2020
Capital Investment Advisory Services LLC9$1 03/31/2020
     RWR9$1 03/31/2020
Global Trust Asset Management LLC10$1 03/31/2020
     RWR10$1 03/31/2020
Global Wealth Management Investment Advisory Inc.12$1 03/31/2020
     RWR12$1 03/31/2020
Cohen & Steers Inc.4$0 03/31/2020
     RWR4$0 03/31/2020
Plante Moran Financial Advisors LLC0$0 03/31/2020
     RWR0$0 03/31/2020
Cutler Group LP $0 03/31/2020
     Call600$0 03/31/2020
Semmax Financial Advisors Inc.1$0 03/31/2020
     RWR1$0 03/31/2020
Lake Point Wealth Management6$0 03/31/2020
     RWR6$0 03/31/2020
Wolverine Trading LLC4,300$-315 03/31/2020
     Put4,300$315 03/31/2020

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

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