HoldingsChannel.com
Funds Holding TOTL
HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley4,419,369$217,565 09/30/2019
     TOTL4,419,369$217,565 09/30/2019
LPL Financial LLC3,694,794$181,895 09/30/2019
     TOTL3,694,794$181,895 09/30/2019
Bank of America Corp DE2,339,901$115,192 09/30/2019
     TOTL2,339,901$115,192 09/30/2019
Ladenburg Thalmann Financial Services Inc.2,111,450$103,950 09/30/2019
     TOTL2,111,450$103,950 09/30/2019
UBS Group AG1,936,843$95,351 09/30/2019
     TOTL1,936,843$95,351 09/30/2019
Wells Fargo & Company MN1,812,741$89,242 09/30/2019
     TOTL1,812,741$89,242 09/30/2019
CLS Investments LLC1,798,951$88,562 09/30/2019
     TOTL1,798,951$88,562 09/30/2019
Miracle Mile Advisors LLC1,754,006$86,350 09/30/2019
     TOTL1,754,006$86,350 09/30/2019
Janney Capital Management LLC1,559,170$76,758 09/30/2019
     TOTL1,559,170$76,758 09/30/2019
Envestnet Asset Management Inc.1,266,560$62,353 09/30/2019
     TOTL1,266,560$62,353 09/30/2019
AJ Wealth Strategies LLC1,250,599$61,567 09/30/2019
     TOTL1,250,599$61,567 09/30/2019
Global Financial Private Capital Inc1,187,436$58,457 09/30/2019
     TOTL1,187,436$58,457 09/30/2019
DT Investment Partners LLC1,131,538$55,706 09/30/2019
     TOTL1,131,538$55,706 09/30/2019
Horizon Investments LLC888,631$43,525 09/30/2019
     TOTL888,631$43,525 09/30/2019
Capital Advisors Inc. OK881,191$43,240 09/30/2019
     TOTL881,191$43,240 09/30/2019
McNamara Financial Services Inc.858,943$42,148 09/30/2019
     TOTL858,943$42,148 09/30/2019
SimpliFi Inc.687,719$33,856 09/30/2019
     TOTL687,719$33,856 09/30/2019
Winthrop Advisory Group LLC671,229$32,956 09/30/2019
     TOTL671,229$32,956 09/30/2019
PFS Investments Inc.669,155$32,942 09/30/2019
     TOTL669,155$32,942 09/30/2019
Commonwealth Equity Services LLC623,553$30,697 09/30/2019
     TOTL623,553$30,697 09/30/2019
Royal Bank of Canada619,370$30,491 09/30/2019
     TOTL619,370$30,491 09/30/2019
JPMorgan Chase & Co.586,987$28,898 09/30/2019
     TOTL586,987$28,898 09/30/2019
Cambridge Investment Research Advisors Inc.569,956$28,059 09/30/2019
     TOTL569,956$28,059 09/30/2019
HighTower Advisors LLC560,576$27,589 09/30/2019
     TOTL560,576$27,589 09/30/2019
Grimes & Company Inc.457,695$22,532 09/30/2019
     TOTL457,695$22,532 09/30/2019
Bouchey Financial Group Ltd404,974$19,937 09/30/2019
     TOTL404,974$19,937 09/30/2019
Advisor Group Inc.389,123$19,162 09/30/2019
     TOTL389,123$19,162 09/30/2019
Meridian Financial Partners LLC368,689$18,154 09/30/2019
     TOTL368,689$18,154 09/30/2019
Raymond James & Associates367,913$18,112 09/30/2019
     TOTL367,913$18,112 09/30/2019
Aspire Private Capital LLC323,714$15,936 09/30/2019
     TOTL323,714$15,936 09/30/2019
Vicus Capital317,220$15,617 09/30/2019
     TOTL317,220$15,617 09/30/2019
Level Four Advisory Services LLC315,889$15,555 09/30/2019
     TOTL315,889$15,555 09/30/2019
NewSquare Capital LLC312,569$15,388 09/30/2019
     TOTL312,569$15,388 09/30/2019
Beaumont Financial Partners LLC311,765$15,348 09/30/2019
     TOTL311,765$15,348 09/30/2019
Pinnacle Associates Ltd.294,840$14,515 09/30/2019
     TOTL294,840$14,515 09/30/2019
TMD & Associates Inc.290,845$14,272 06/30/2019
     TOTL290,845$14,272 06/30/2019
Strategic Wealth Advisors Group LLC283,203$13,924 09/30/2019
     TOTL283,203$13,924 09/30/2019
Assetmark Inc.279,469$13,758 09/30/2019
     TOTL279,469$13,758 09/30/2019
Alpha Cubed Investments LLC275,265$13,551 09/30/2019
     TOTL275,265$13,551 09/30/2019
Gemmer Asset Management LLC256,026$12,604 09/30/2019
     TOTL256,026$12,604 09/30/2019
Brouwer & Janachowski LLC250,948$12,354 09/30/2019
     TOTL250,948$12,354 09/30/2019
Reitz Capital Advisors LLC247,718$12,195 09/30/2019
     TOTL247,718$12,195 09/30/2019
CX Institutional242,993$11,963 09/30/2019
     TOTL242,993$11,963 09/30/2019
Private Advisor Group LLC240,274$11,801 09/30/2019
     TOTL240,274$11,801 09/30/2019
Webster Bank N. A.223,379$10,997 09/30/2019
     TOTL223,379$10,997 09/30/2019
Raymond James Financial Services Advisors Inc.219,445$10,803 09/30/2019
     TOTL219,445$10,803 09/30/2019
Gamble Jones Investment Counsel217,118$10,689 09/30/2019
     TOTL217,118$10,689 09/30/2019
Citadel Advisors LLC215,649$10,616 09/30/2019
     TOTL215,649$10,616 09/30/2019
Krilogy Financial LLC207,099$10,195 09/30/2019
     TOTL207,099$10,195 09/30/2019
David R. Rahn & Associates Inc.206,860$10,184 09/30/2019
     TOTL206,860$10,184 09/30/2019
Ballew Advisors Inc203,980$10,072 09/30/2019
     TOTL203,980$10,072 09/30/2019
Occidental Asset Management LLC201,970$9,943 09/30/2019
     TOTL201,970$9,943 09/30/2019
Quantitative Advantage LLC191,214$9,413 09/30/2019
     TOTL191,214$9,413 09/30/2019
Founders Financial Securities LLC190,016$9,354 09/30/2019
     TOTL190,016$9,354 09/30/2019
Polaris Greystone Financial Group LLC180,598$8,893 09/30/2019
     TOTL180,598$8,893 09/30/2019
Bank of New York Mellon Corp176,434$8,686 09/30/2019
     TOTL176,434$8,686 09/30/2019
New England Guild Wealth Advisors Inc.176,372$8,683 09/30/2019
     TOTL176,372$8,683 09/30/2019
Nottingham Advisors Inc.171,916$8,463 09/30/2019
     TOTL171,916$8,463 09/30/2019
Greenwood Capital Associates LLC164,880$8,117 09/30/2019
     TOTL164,880$8,117 09/30/2019
First Allied Advisory Services Inc.153,820$7,573 09/30/2019
     TOTL153,820$7,573 09/30/2019
Cribstone Capital Management LLC134,130$6,603 09/30/2019
     TOTL134,130$6,603 09/30/2019
Arkansas Financial Group Inc.130,741$6,436 09/30/2019
     TOTL130,741$6,436 09/30/2019
Evergreen Capital Management LLC125,225$6,165 09/30/2019
     TOTL125,225$6,165 09/30/2019
Litman Gregory Asset Management LLC123,250$6,068 09/30/2019
     TOTL123,250$6,068 09/30/2019
Towerpoint Wealth LLC119,042$5,860 09/30/2019
     TOTL119,042$5,860 09/30/2019
HC Financial Advisors Inc.114,365$5,630 09/30/2019
     TOTL114,365$5,630 09/30/2019
Pittenger & Anderson Inc.113,785$5,602 09/30/2019
     TOTL113,785$5,602 09/30/2019
Bay Harbor Wealth Management LLC108,624$5,348 09/30/2019
     TOTL108,624$5,348 09/30/2019
Community Bank N.A.108,550$5,342 09/30/2019
     TOTL108,550$5,342 09/30/2019
Perritt Capital Management Inc.105,315$5,185 09/30/2019
     TOTL105,315$5,185 09/30/2019
Family Firm Inc.104,387$5,139 09/30/2019
     TOTL104,387$5,139 09/30/2019
Signature Estate & Investment Advisors LLC102,715$5,057 09/30/2019
     TOTL102,715$5,057 09/30/2019
SVA Wealth Management LLC100,300$4,938 09/30/2019
     TOTL100,300$4,938 09/30/2019
Strategic Investment Advisors MI91,978$4,529 09/30/2019
     TOTL91,978$4,529 09/30/2019
Pinnacle Wealth Management Advisory Group LLC91,593$4,509 09/30/2019
     TOTL91,593$4,509 09/30/2019
Canal Capital Management LLC91,107$4,485 09/30/2019
     TOTL91,107$4,485 09/30/2019
Hollencrest Capital Management89,862$4,424 09/30/2019
     TOTL89,862$4,424 09/30/2019
Capital Advisors Ltd. LLC89,779$4,420 09/30/2019
     TOTL89,779$4,420 09/30/2019
Colton Groome Financial Advisors LLC90,592$4,411 09/30/2019
     TOTL90,592$4,411 09/30/2019
Reston Wealth Management LLC87,071$4,287 09/30/2019
     TOTL87,071$4,287 09/30/2019
Baird Financial Group Inc.85,230$4,196 09/30/2019
     TOTL85,230$4,196 09/30/2019
Cabot Wealth Management Inc.82,313$4,052 09/30/2019
     TOTL82,313$4,052 09/30/2019
Callan Capital LLC81,906$4,032 09/30/2019
     TOTL81,906$4,032 09/30/2019
CWM LLC79,492$3,913 09/30/2019
     TOTL79,492$3,913 09/30/2019
MML Investors Services LLC77,407$3,811 09/30/2019
     TOTL77,407$3,811 09/30/2019
Winfield Associates Inc.72,730$3,580 09/30/2019
     TOTL72,730$3,580 09/30/2019
Wilbanks Smith & Thomas Asset Management LLC68,869$3,390 09/30/2019
     TOTL68,869$3,390 09/30/2019
Keystone Financial Group65,317$3,216 09/30/2019
     TOTL65,317$3,216 09/30/2019
Colony Group LLC63,517$3,127 09/30/2019
     TOTL63,517$3,127 09/30/2019
Stamos Capital Partners L.P.59,706$2,966 09/30/2019
     TOTL59,706$2,966 09/30/2019
ETRADE Capital Management LLC60,090$2,958 09/30/2019
     TOTL60,090$2,958 09/30/2019
Peak Financial Management Inc.58,609$2,885 09/30/2019
     TOTL58,609$2,885 09/30/2019
Mariner LLC57,985$2,855 09/30/2019
     TOTL57,985$2,855 09/30/2019
Cardan Capital Partners LLC56,696$2,791 09/30/2019
     TOTL56,696$2,791 09/30/2019
Cetera Investment Advisers55,914$2,750 09/30/2019
     TOTL55,914$2,750 09/30/2019
Macroview Investment Management LLC54,088$2,663 09/30/2019
     TOTL54,088$2,663 09/30/2019
Weatherly Asset Management L. P.52,891$2,604 09/30/2019
     TOTL52,891$2,604 09/30/2019
Stratos Wealth Partners LTD.52,827$2,601 09/30/2019
     TOTL52,827$2,601 09/30/2019
Stifel Financial Corp52,313$2,575 09/30/2019
     TOTL52,313$2,575 09/30/2019
Clifford Swan Investment Counsel LLC51,900$2,555 09/30/2019
     TOTL51,900$2,555 09/30/2019
DAVENPORT & Co LLC51,797$2,542 09/30/2019
     TOTL51,797$2,542 09/30/2019
Lake Street Financial LLC47,742$2,350 09/30/2019
     TOTL47,742$2,350 09/30/2019
GeoWealth Management LLC44,697$2,200 09/30/2019
     TOTL44,697$2,200 09/30/2019
Greatmark Investment Partners Inc.44,547$2,193 09/30/2019
     TOTL44,547$2,193 09/30/2019
Manifold Partners LLC44,200$2,169 06/30/2019
     TOTL44,200$2,169 06/30/2019
Estate Counselors LLC43,240$2,129 09/30/2019
     TOTL43,240$2,129 09/30/2019
Moneywise Inc.43,206$2,127 09/30/2019
     TOTL43,206$2,127 09/30/2019
Pasadena Private Wealth LLC42,890$2,111 09/30/2019
     TOTL42,890$2,111 09/30/2019
Change Path LLC42,287$2,082 09/30/2019
     TOTL42,287$2,082 09/30/2019
Calton & Associates Inc.37,951$1,868 09/30/2019
     TOTL37,951$1,868 09/30/2019
Janney Montgomery Scott LLC37,028$1,823 09/30/2019
     TOTL37,028$1,823 09/30/2019
Cetera Advisors LLC36,945$1,819 09/30/2019
     TOTL36,945$1,819 09/30/2019
Carlton Hofferkamp & Jenks Wealth Management LLC35,070$1,726 09/30/2019
     TOTL35,070$1,726 09/30/2019
Huber Financial Advisors LLC34,652$1,706 09/30/2019
     TOTL34,652$1,706 09/30/2019
Vestmark Advisory Solutions Inc.34,067$1,677 09/30/2019
     TOTL34,067$1,677 09/30/2019
Global Retirement Partners LLC31,775$1,564 09/30/2019
     TOTL31,775$1,564 09/30/2019
Chicago Partners Investment Group LLC31,256$1,535 09/30/2019
     TOTL31,256$1,535 09/30/2019
Ambassador Advisors LLC30,463$1,500 09/30/2019
     TOTL30,463$1,500 09/30/2019
New Potomac Partners LLC29,900$1,472 09/30/2019
     TOTL29,900$1,472 09/30/2019
CIBC World Markets Inc.29,811$1,468 09/30/2019
     TOTL29,811$1,468 09/30/2019
BB&T Securities LLC29,357$1,447 09/30/2019
     TOTL29,357$1,447 09/30/2019
SOL Capital Management CO29,200$1,438 09/30/2019
     TOTL29,200$1,438 09/30/2019
Aspiriant LLC28,881$1,422 09/30/2019
     TOTL28,881$1,422 09/30/2019
B. Riley Wealth Management Inc.28,866$1,421 09/30/2019
     TOTL28,866$1,421 09/30/2019
Mutual Advisors LLC28,224$1,389 09/30/2019
     TOTL28,224$1,389 09/30/2019
SNS Financial Group LLC27,954$1,376 09/30/2019
     TOTL27,954$1,376 09/30/2019
Hartford Financial Management Inc.27,666$1,362 09/30/2019
     TOTL27,666$1,362 09/30/2019
Ruggie Capital Group26,936$1,326 09/30/2019
     TOTL26,936$1,326 09/30/2019
Jackson Hole Capital Partners LLC26,671$1,313 09/30/2019
     TOTL26,671$1,313 09/30/2019
SeaBridge Investment Advisors LLC25,515$1,256 09/30/2019
     TOTL25,515$1,256 09/30/2019
Goldstein Munger & Associates25,065$1,234 09/30/2019
     TOTL25,065$1,234 09/30/2019
Coastal Investment Advisors Inc.24,952$1,226 09/30/2019
     TOTL24,952$1,226 09/30/2019
Cetera Advisor Networks LLC24,733$1,222 09/30/2019
     TOTL24,733$1,222 09/30/2019
Bank of Montreal Can24,656$1,214 09/30/2019
     TOTL24,656$1,214 09/30/2019
Hamilton Wealth LLC24,439$1,203 09/30/2019
     TOTL24,439$1,203 09/30/2019
Beacon Pointe Wealth Advisors LLC24,289$1,197 09/30/2019
     TOTL24,289$1,197 09/30/2019
Carroll Financial Associates Inc.23,807$1,172 09/30/2019
     TOTL23,807$1,172 09/30/2019
Financial Advocates Investment Management22,756$1,120 09/30/2019
     TOTL22,756$1,120 09/30/2019
Avitas Wealth Management LLC22,714$1,118 09/30/2019
     TOTL22,714$1,118 09/30/2019
Susquehanna International Group LLP22,510$1,108 09/30/2019
     TOTL22,510$1,108 09/30/2019
LexAurum Advisors LLC21,749$1,071 09/30/2019
     TOTL21,749$1,071 09/30/2019
Advisors Preferred LLC21,207$1,044 09/30/2019
     TOTL21,207$1,044 09/30/2019
ACG Wealth21,106$1,039 09/30/2019
     TOTL21,106$1,039 09/30/2019
Captrust Financial Advisors20,650$1,017 09/30/2019
     TOTL20,650$1,017 09/30/2019
Atria Investments LLC20,309$1,000 09/30/2019
     TOTL20,309$1,000 09/30/2019
Scotia Capital Inc.20,125$990 09/30/2019
     TOTL20,125$990 09/30/2019
American Economic Planning Group Inc. ADV19,140$941 09/30/2019
     TOTL19,140$941 09/30/2019
Allworth Financial LP19,015$936 09/30/2019
     TOTL19,015$936 09/30/2019
Vantage Financial Partners Ltd. Inc.18,612$916 09/30/2019
     TOTL18,612$916 09/30/2019
Addison Capital Co18,288$900 09/30/2019
     TOTL18,288$900 09/30/2019
Thrivent Financial for Lutherans17,832$878 09/30/2019
     TOTL17,832$878 09/30/2019
Stratos Wealth Advisors LLC17,656$869 09/30/2019
     TOTL17,656$869 09/30/2019
Resources Investment Advisors LLC.17,571$865 09/30/2019
     TOTL17,571$865 09/30/2019
Harvest Investment Services LLC17,470$858 09/30/2019
     TOTL17,470$858 09/30/2019
Abbot Financial Management Inc.17,228$848 09/30/2019
     TOTL17,228$848 09/30/2019
Shepherd Financial Partners LLC16,730$823 09/30/2019
     TOTL16,730$823 09/30/2019
Valley National Advisers Inc.16,562$815 09/30/2019
     TOTL16,562$815 09/30/2019
Cooper Financial Group16,470$811 09/30/2019
     TOTL16,470$811 09/30/2019
Fernwood Investment Management LLC16,329$804 09/30/2019
     TOTL16,329$804 09/30/2019
Summit Asset Management LLC16,186$797 09/30/2019
     TOTL16,186$797 09/30/2019
Strategic Family Wealth Counselors L.L.C.15,993$787 09/30/2019
     TOTL15,993$787 09/30/2019
Cypress Wealth Services LLC15,870$781 09/30/2019
     TOTL15,870$781 09/30/2019
Eqis Capital Management Inc.15,540$765 09/30/2019
     TOTL15,540$765 09/30/2019
Blair William & Co. IL15,473$762 09/30/2019
     TOTL15,473$762 09/30/2019
Dakota Wealth Management15,318$754 09/30/2019
     TOTL15,318$754 09/30/2019
Holistic Financial Partners15,187$749 09/30/2019
     TOTL15,187$749 09/30/2019
Intl Fcstone Inc.14,492$713 09/30/2019
     TOTL14,492$713 09/30/2019
Kovitz Investment Group Partners LLC13,859$682 09/30/2019
     TOTL13,859$682 09/30/2019
IHT Wealth Management LLC13,750$677 09/30/2019
     TOTL13,750$677 09/30/2019
Rockefeller Capital Management L.P.13,560$668 09/30/2019
     TOTL13,560$668 09/30/2019
First Foundation Advisors13,331$656 09/30/2019
     TOTL13,331$656 09/30/2019
IFP Advisors Inc12,803$634 09/30/2019
     TOTL12,803$634 09/30/2019
United Capital Financial Advisers LLC12,835$632 09/30/2019
     TOTL12,835$632 09/30/2019
Albion Financial Group UT12,679$624 09/30/2019
     TOTL12,679$624 09/30/2019
Homrich & Berg12,552$618 09/30/2019
     TOTL12,552$618 09/30/2019
Integrated Wealth Concepts LLC12,326$607 09/30/2019
     TOTL12,326$607 09/30/2019
Jacobi Capital Management LLC12,091$595 09/30/2019
     TOTL12,091$595 09/30/2019
KCS Wealth Advisory11,871$584 09/30/2019
     TOTL11,871$584 09/30/2019
Lee Capital Holdings LLC10,709$527 09/30/2019
     TOTL10,709$527 09/30/2019
Cobblestone Capital Advisors LLC NY10,452$515 09/30/2019
     TOTL10,452$515 09/30/2019
Keybank National Association OH10,000$492 09/30/2019
     TOTL10,000$492 09/30/2019
Flagship Harbor Advisors LLC9,958$490 09/30/2019
     TOTL9,958$490 09/30/2019
Institute for Wealth Management LLC.9,761$481 09/30/2019
     TOTL9,761$481 09/30/2019
AE Wealth Management LLC9,407$463 09/30/2019
     TOTL9,407$463 09/30/2019
Wsfs Capital Management LLC9,197$453 09/30/2019
     TOTL9,197$453 09/30/2019
Smart Portfolios LLC9,148$446 09/30/2019
     TOTL9,148$446 09/30/2019
PagnatoKarp Partners LLC9,043$445 09/30/2019
     TOTL9,043$445 09/30/2019
American Financial Advisors LLC9,015$444 09/30/2019
     TOTL9,015$444 09/30/2019
TD Capital Management LLC8,458$416 09/30/2019
     TOTL8,458$416 09/30/2019
Western Wealth Management LLC8,340$412 09/30/2019
     TOTL8,340$412 09/30/2019
Centaurus Financial Inc.8,275$407 09/30/2019
     TOTL8,275$407 09/30/2019
Inscription Capital LLC8,250$406 09/30/2019
     TOTL8,250$406 09/30/2019
Ogorek Anthony Joseph NY ADV8,056$396 09/30/2019
     TOTL8,056$396 09/30/2019
SeaCrest Wealth Management LLC7,795$384 09/30/2019
     TOTL7,795$384 09/30/2019
Paloma Partners Management Co7,772$383 09/30/2019
     TOTL7,772$383 09/30/2019
Harbour Capital Advisors LLC7,595$374 09/30/2019
     TOTL7,595$374 09/30/2019
We Are One Seven LLC7,356$362 09/30/2019
     TOTL7,356$362 09/30/2019
Comerica Bank7,258$357 09/30/2019
     TOTL7,258$357 09/30/2019
All Terrain Financial Advisors LLC7,102$350 09/30/2019
     TOTL7,102$350 09/30/2019
Lido Advisors LLC6,950$342 09/30/2019
     TOTL6,950$342 09/30/2019
Northern Oak Wealth Management Inc.6,656$328 09/30/2019
     TOTL6,656$328 09/30/2019
Gladstone Institutional Advisory LLC6,618$325 09/30/2019
     TOTL6,618$325 09/30/2019
VisionPoint Advisory Group LLC6,446$319 09/30/2019
     TOTL6,446$319 09/30/2019
Principal Financial Group Inc.6,345$312 09/30/2019
     TOTL6,345$312 09/30/2019
Oppenheimer & Co. Inc.6,311$311 09/30/2019
     TOTL6,311$311 09/30/2019
Capital Analysts LLC6,115$301 09/30/2019
     TOTL6,115$301 09/30/2019
Jaffetilchin Investment Partners LLC6,080$299 09/30/2019
     TOTL6,080$299 09/30/2019
Sigma Planning Corp5,981$294 09/30/2019
     TOTL5,981$294 09/30/2019
Guidant Wealth Advisors5,933$292 09/30/2019
     TOTL5,933$292 09/30/2019
Next Capital Management LLC20,105$289 09/30/2019
     TOTL20,105$289 09/30/2019
Fragasso Group Inc.5,806$286 09/30/2019
     TOTL5,806$286 09/30/2019
Citigroup Inc.5,597$276 09/30/2019
     TOTL5,597$276 09/30/2019
Wetherby Asset Management Inc.5,569$274 09/30/2019
     TOTL5,569$274 09/30/2019
Steward Partners Investment Advisory LLC5,558$273 09/30/2019
     TOTL5,558$273 09/30/2019
Lucia Wealth Services LLC5,526$272 09/30/2019
     TOTL5,526$272 09/30/2019
Paragon Wealth Strategies LLC5,416$267 09/30/2019
     TOTL5,416$267 09/30/2019
Aveo Capital Partners LLC5,385$263 09/30/2019
     TOTL5,385$263 09/30/2019
Aries Wealth Management5,134$252 09/30/2019
     TOTL5,134$252 09/30/2019
First Heartland Consultants Inc.4,986$245 09/30/2019
     TOTL4,986$245 09/30/2019
Oxford Financial Group Ltd.4,902$241 09/30/2019
     TOTL4,902$241 09/30/2019
Ford Financial Group Inc.4,893$240 09/30/2019
     TOTL4,893$240 09/30/2019
SYM FINANCIAL Corp4,731$233 09/30/2019
     TOTL4,731$233 09/30/2019
Blue Edge Capital LLC4,613$227 09/30/2019
     TOTL4,613$227 09/30/2019
JFS Wealth Advisors LLC4,578$225 09/30/2019
     TOTL4,578$225 09/30/2019
Golden State Wealth Management LLC4,496$221 09/30/2019
     TOTL4,496$221 09/30/2019
Opes Wealth Management LLC4,470$220 09/30/2019
     TOTL4,470$220 09/30/2019
Means Investment CO. Inc.4,384$214 09/30/2019
     TOTL4,384$214 09/30/2019
Intersect Capital LLC4,327$213 09/30/2019
     TOTL4,327$213 09/30/2019
Kovack Advisors Inc.4,245$209 09/30/2019
     TOTL4,245$209 09/30/2019
Trust Co. of Virginia VA4,205$207 09/30/2019
     TOTL4,205$207 09/30/2019
Gerber Kawasaki Wealth & Investment Management4,067$200 09/30/2019
     TOTL4,067$200 09/30/2019
Private Ocean LLC3,975$196 09/30/2019
     TOTL3,975$196 09/30/2019
Financial Advantage Inc.3,665$180 09/30/2019
     TOTL3,665$180 09/30/2019
Citizens Financial Group Inc RI3,455$170 09/30/2019
     TOTL3,455$170 09/30/2019
Westside Investment Management Inc.3,190$156 06/30/2019
     TOTL3,190$156 06/30/2019
Baldwin Brothers Inc. MA2,682$132 09/30/2019
     TOTL2,682$132 09/30/2019
Motco2,497$123 09/30/2019
     TOTL2,497$123 09/30/2019
Pinnacle Bank2,322$114 09/30/2019
     TOTL2,322$114 09/30/2019
Advantage Investment Management LLC2,000$98 09/30/2019
     TOTL2,000$98 09/30/2019
Lake Point Wealth Management1,929$95 06/30/2019
     TOTL1,929$95 06/30/2019
Capital Investment Advisory Services LLC1,729$85 09/30/2019
     TOTL1,729$85 09/30/2019
First National Bank of South Miami1,498$74 09/30/2019
     TOTL1,498$74 09/30/2019
Wealthcare Advisory Partners LLC1,404$69 09/30/2019
     TOTL1,404$69 09/30/2019
Proffitt & Goodson Inc.1,351$67 09/30/2019
     TOTL1,351$67 09/30/2019
Price Wealth LLC1,218$60 09/30/2019
     TOTL1,218$60 09/30/2019
Parkside Financial Bank & Trust1,123$55 09/30/2019
     TOTL1,123$55 09/30/2019
Strategic Blueprint LLC1,010$50 09/30/2019
     TOTL1,010$50 09/30/2019
Reilly Financial Advisors LLC1,000$49 09/30/2019
     TOTL1,000$49 09/30/2019
MCF Advisors LLC984$48 09/30/2019
     TOTL984$48 09/30/2019
Synovus Financial Corp947$47 09/30/2019
     TOTL947$47 09/30/2019
Proequities Inc.956$47 09/30/2019
     TOTL956$47 09/30/2019
Harvest Group Wealth Management LLC957$47 09/30/2019
     TOTL957$47 09/30/2019
Atwood & Palmer Inc.922$45 09/30/2019
     TOTL922$45 09/30/2019
Tortoise Investment Management LLC905$45 09/30/2019
     TOTL905$45 09/30/2019
Parallel Advisors LLC922$45 09/30/2019
     TOTL922$45 09/30/2019
Shamrock Asset Management LLC890$44 09/30/2019
     TOTL890$44 09/30/2019
PNC Financial Services Group Inc.865$43 09/30/2019
     TOTL865$43 09/30/2019
Deutsche Bank AG811$39 09/30/2019
     TOTL811$39 09/30/2019
Patriot Financial Group Insurance Agency LLC713$35 09/30/2019
     TOTL713$35 09/30/2019
Global Trust Asset Management LLC723$35 09/30/2019
     TOTL723$35 09/30/2019
Financial Gravity Wealth Inc.566$28 09/30/2019
     TOTL566$28 09/30/2019
Sowell Financial Services LLC521$26 09/30/2019
     TOTL521$26 09/30/2019
Advisory Services Network LLC481$23 09/30/2019
     TOTL481$23 09/30/2019
Semmax Financial Advisors Inc.450$22 09/30/2019
     TOTL450$22 09/30/2019
Vectors Research Management LLC400$20 09/30/2019
     TOTL400$20 09/30/2019
Enterprise Financial Services Corp400$19 09/30/2019
     TOTL400$19 09/30/2019
JNBA Financial Advisors374$18 09/30/2019
     TOTL374$18 09/30/2019
Toth Financial Advisory Corp345$17 09/30/2019
     TOTL345$17 09/30/2019
Sandy Spring Bank316$16 09/30/2019
     TOTL316$16 09/30/2019
Fifth Third Bancorp300$15 09/30/2019
     TOTL300$15 09/30/2019
American Research & Management Co.305$15 09/30/2019
     TOTL305$15 09/30/2019
Private Capital Group LLC305$15 09/30/2019
     TOTL305$15 09/30/2019
Winslow Evans & Crocker Inc.280$14 09/30/2019
     TOTL280$14 09/30/2019
BDO Wealth Advisors LLC250$12 09/30/2019
     TOTL250$12 09/30/2019
FTB Advisors Inc.243$11 09/30/2019
     TOTL243$11 09/30/2019
Northwestern Mutual Wealth Management Co.193$10 09/30/2019
     TOTL193$10 09/30/2019
RPg Family Wealth Advisory LLC210$10 09/30/2019
     TOTL210$10 09/30/2019
Enterprise Trust & Investment Co210$10 09/30/2019
     TOTL210$10 09/30/2019
Old North State Trust LLC144$7 09/30/2019
     TOTL144$7 09/30/2019
Focused Wealth Management Inc62$3 09/30/2019
     TOTL62$3 09/30/2019
Berman Capital Advisors LLC61$3 09/30/2019
     TOTL61$3 09/30/2019
Prestige Wealth Management Group LLC69$3 09/30/2019
     TOTL69$3 09/30/2019
AdvisorNet Financial Inc25$1 09/30/2019
     TOTL25$1 09/30/2019
FMR LLC1$0 09/30/2019
     TOTL1$0 09/30/2019
1 North Wealth Services LLC0$0 09/30/2019
     TOTL0$0 09/30/2019

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

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