HoldingsChannel.com
Funds Holding SMLV
HolderAmountPosition Size
($ in 1000's)
 As of
Ameriprise Financial Inc.231,363$15,289 03/31/2020
     SMLV231,363$15,289 03/31/2020
LPL Financial LLC162,531$10,742 03/31/2020
     SMLV162,531$10,742 03/31/2020
Affiance Financial LLC133,060$8,794 03/31/2020
     SMLV133,060$8,794 03/31/2020
Avantax Advisory Services Inc.116,471$7,698 03/31/2020
     SMLV116,471$7,698 03/31/2020
United Capital Financial Advisers LLC115,515$7,634 03/31/2020
     SMLV115,515$7,634 03/31/2020
Envestnet Asset Management Inc.105,872$6,997 03/31/2020
     SMLV105,872$6,997 03/31/2020
Citigroup Inc.77,222$5,104 03/31/2020
     SMLV77,222$5,104 03/31/2020
AdvisorNet Financial Inc73,802$4,878 03/31/2020
     SMLV73,802$4,878 03/31/2020
McNaughton Wealth Management LLC57,083$3,773 03/31/2020
     SMLV57,083$3,773 03/31/2020
Cambridge Investment Research Advisors Inc.48,123$3,180 03/31/2020
     SMLV48,123$3,180 03/31/2020
Commonwealth Equity Services LLC46,450$3,069 03/31/2020
     SMLV46,450$3,069 03/31/2020
Clear Creek Financial Management LLC36,861$2,462 03/31/2020
     SMLV36,861$2,462 03/31/2020
Ladenburg Thalmann Financial Services Inc.23,230$2,324 12/31/2019
     SMLV23,230$2,324 12/31/2019
Raymond James Financial Services Advisors Inc.30,730$2,031 03/31/2020
     SMLV30,730$2,031 03/31/2020
MML Investors Services LLC28,547$1,887 03/31/2020
     SMLV28,547$1,887 03/31/2020
Sigma Planning Corp24,788$1,638 03/31/2020
     SMLV24,788$1,638 03/31/2020
UBS Group AG24,044$1,589 03/31/2020
     SMLV24,044$1,589 03/31/2020
Bank of America Corp DE21,002$1,388 03/31/2020
     SMLV21,002$1,388 03/31/2020
Equitable Holdings Inc.20,869$1,379 03/31/2020
     SMLV20,869$1,379 03/31/2020
Strategic Blueprint LLC19,870$1,313 03/31/2020
     SMLV19,870$1,313 03/31/2020
Advisor Group Holdings Inc.19,469$1,284 03/31/2020
     SMLV19,469$1,284 03/31/2020
Merit Financial Group LLC18,954$1,253 03/31/2020
     SMLV18,954$1,253 03/31/2020
Dohj LLC18,963$1,253 03/31/2020
     SMLV18,963$1,253 03/31/2020
Valmark Advisers Inc.18,047$1,193 03/31/2020
     SMLV18,047$1,193 03/31/2020
Atria Investments LLC15,837$1,047 03/31/2020
     SMLV15,837$1,047 03/31/2020
Morgan Stanley13,393$885 03/31/2020
     SMLV13,393$885 03/31/2020
Capital Analysts LLC12,849$849 03/31/2020
     SMLV12,849$849 03/31/2020
PNC Financial Services Group Inc.12,053$797 03/31/2020
     SMLV12,053$797 03/31/2020
Cascadia Advisory Services LLC7,011$702 12/31/2019
     SMLV7,011$702 12/31/2019
Pacific Sun Financial Corp10,129$669 03/31/2020
     SMLV10,129$669 03/31/2020
Roffman Miller Associates Inc. PA8,147$538 03/31/2020
     SMLV8,147$538 03/31/2020
Flagship Harbor Advisors LLC8,045$532 03/31/2020
     SMLV8,045$532 03/31/2020
Goldman Sachs Group Inc.7,702$509 03/31/2020
     SMLV7,702$509 03/31/2020
Capital One Financial Corp6,658$440 03/31/2020
     SMLV6,658$440 03/31/2020
Cetera Advisors LLC6,312$417 03/31/2020
     SMLV6,312$417 03/31/2020
Advisor Group Inc.4,063$408 12/31/2019
     SMLV4,063$408 12/31/2019
Resources Investment Advisors LLC.5,664$374 03/31/2020
     SMLV5,664$374 03/31/2020
Personal CFO Solutions LLC5,300$350 03/31/2020
     SMLV5,300$350 03/31/2020
Capital One National Association3,246$325 12/31/2019
     SMLV3,246$325 12/31/2019
Courier Capital LLC4,235$281 03/31/2020
     SMLV4,235$281 03/31/2020
HNP Capital LLC4,235$281 03/31/2020
     SMLV4,235$281 03/31/2020
Great Valley Advisor Group Inc.4,146$274 03/31/2020
     SMLV4,146$274 03/31/2020
Citadel Advisors LLC3,707$245 03/31/2020
     SMLV3,707$245 03/31/2020
20 20 Capital Management Inc.3,433$238 03/31/2020
     SMLV3,433$238 03/31/2020
Stifel Financial Corp3,553$232 03/31/2020
     SMLV3,553$232 03/31/2020
Appleton Partners Inc. MA3,460$229 03/31/2020
     SMLV3,460$229 03/31/2020
TCI Wealth Advisors Inc.2,733$181 03/31/2020
     SMLV2,733$181 03/31/2020
NEXT Financial Group Inc2,211$146 03/31/2020
     SMLV2,211$146 03/31/2020
Certified Advisory Corp2,178$144 03/31/2020
     SMLV2,178$144 03/31/2020
1776 Wealth LLC2,050$135 03/31/2020
     SMLV2,050$135 03/31/2020
Braun Bostich & Associates Inc.1,527$93 03/31/2020
     SMLV1,527$93 03/31/2020
Valley National Advisers Inc.1,266$84 03/31/2020
     SMLV1,266$84 03/31/2020
MBE Wealth Management LLC1,219$80 03/31/2020
     SMLV1,219$80 03/31/2020
Patriot Financial Group Insurance Agency LLC777$51 03/31/2020
     SMLV777$51 03/31/2020
US Bancorp DE626$41 03/31/2020
     SMLV626$41 03/31/2020
Proequities Inc.543$36 03/31/2020
     SMLV543$36 03/31/2020
Ellis Investment Partners LLC595$36 03/31/2020
     SMLV595$36 03/31/2020
Capital Investment Advisory Services LLC383$25 03/31/2020
     SMLV383$25 03/31/2020
Blair William & Co. IL224$15 03/31/2020
     SMLV224$15 03/31/2020
Emerald Investment Partners LLC225$15 03/31/2020
     SMLV225$15 03/31/2020
Wells Fargo & Company MN150$10 03/31/2020
     SMLV150$10 03/31/2020
Asset Dedication LLC135$9 03/31/2020
     SMLV135$9 03/31/2020
IFP Advisors Inc113$8 03/31/2020
     SMLV113$8 03/31/2020
Bogart Wealth LLC128$8 03/31/2020
     SMLV128$8 03/31/2020
Steward Partners Investment Advisory LLC125$8 03/31/2020
     SMLV125$8 03/31/2020
Joseph P. Lucia & Associates LLC125$8 03/31/2020
     SMLV125$8 03/31/2020
Sonora Investment Management LLC102$7 03/31/2020
     SMLV102$7 03/31/2020
Reilly Financial Advisors LLC95$6 03/31/2020
     SMLV95$6 03/31/2020
Ameritas Investment Company LLC74$4 03/31/2020
     SMLV74$4 03/31/2020
Peoples Financial Services CORP.60$4 03/31/2020
     SMLV60$4 03/31/2020
LifePlan Financial Group Inc63$4 03/31/2020
     SMLV63$4 03/31/2020
Ameritas Investment Partners Inc.40$2 03/31/2020
     SMLV40$2 03/31/2020
CWM LLC24$2 03/31/2020
     SMLV24$2 03/31/2020
Royal Bank of Canada22$1 03/31/2020
     SMLV22$1 03/31/2020
BlackRock Inc.21$1 03/31/2020
     SMLV21$1 03/31/2020
FMR LLC1$0 03/31/2020
     SMLV1$0 03/31/2020

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

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