Funds Holding SMMD
HolderAmountPosition Size
($ in 1000's)
 As of
Brinker Capital Inc.191,190$6,426 03/31/2020
     SMMD191,190$6,426 03/31/2020
O Brien Wealth Partners LLC62,389$1,998 03/31/2020
     SMMD62,389$1,998 03/31/2020
US Bancorp DE53,532$1,799 03/31/2020
     SMMD53,532$1,799 03/31/2020
Stevard LLC42,512$1,429 03/31/2020
     SMMD42,512$1,429 03/31/2020
Royal Bank of Canada28,176$947 03/31/2020
     SMMD28,176$947 03/31/2020
Lincoln National Corp26,913$905 03/31/2020
     SMMD26,913$905 03/31/2020
Bank of America Corp DE24,703$830 03/31/2020
     SMMD24,703$830 03/31/2020
Advisory Resource Group24,645$828 03/31/2020
     SMMD24,645$828 03/31/2020
Johnson Investment Counsel Inc.21,232$714 03/31/2020
     SMMD21,232$714 03/31/2020
KFA Private Wealth Group LLC18,019$606 03/31/2020
     SMMD18,019$606 03/31/2020
Tocqueville Asset Management L.P.16,055$540 03/31/2020
     SMMD16,055$540 03/31/2020
Goldman Sachs Group Inc.13,200$444 03/31/2020
     SMMD13,200$444 03/31/2020
Citadel Advisors LLC11,636$391 03/31/2020
     SMMD11,636$391 03/31/2020
LPL Financial LLC10,979$369 03/31/2020
     SMMD10,979$369 03/31/2020
Bridgeworth LLC10,930$367 03/31/2020
     SMMD10,930$367 03/31/2020
Eagle Asset Management Inc.9,555$321 03/31/2020
     SMMD9,555$321 03/31/2020
Avantax Advisory Services Inc.9,094$306 03/31/2020
     SMMD9,094$306 03/31/2020
Atria Investments LLC7,770$261 03/31/2020
     SMMD7,770$261 03/31/2020
Wealth Alliance7,770$261 03/31/2020
     SMMD7,770$261 03/31/2020
OneAscent Financial Services LLC6,246$210 03/31/2020
     SMMD6,246$210 03/31/2020
Cambridge Investment Research Advisors Inc.6,005$202 03/31/2020
     SMMD6,005$202 03/31/2020
DT Investment Partners LLC5,986$201 03/31/2020
     SMMD5,986$201 03/31/2020
Advisor Group Inc.3,811$184 12/31/2019
     SMMD3,811$184 12/31/2019
Whittier Trust Co.5,277$177 03/31/2020
     SMMD5,277$177 03/31/2020
Firestone Capital Management4,000$134 03/31/2020
     SMMD4,000$134 03/31/2020
CWM LLC3,394$114 03/31/2020
     SMMD3,394$114 03/31/2020
Procyon Private Wealth Partners LLC2,248$76 03/31/2020
     SMMD2,248$76 03/31/2020
Advisor Group Holdings Inc.2,084$70 03/31/2020
     SMMD2,084$70 03/31/2020
Morgan Stanley1,300$44 03/31/2020
     SMMD1,300$44 03/31/2020
Ladenburg Thalmann Financial Services Inc.500$24 12/31/2019
     SMMD500$24 12/31/2019
Cribstone Capital Management LLC259$9 03/31/2020
     SMMD259$9 03/31/2020
JPMorgan Chase & Co.100$3 03/31/2020
     SMMD100$3 03/31/2020
Quadrant Capital Group LLC46$2 03/31/2020
     SMMD46$2 03/31/2020
Wells Fargo & Company MN1$0 03/31/2020
     SMMD1$0 03/31/2020
Proequities Inc.0$0 03/31/2020
     SMMD0$0 03/31/2020

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

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