HoldingsChannel.com
Funds Holding TOTL
HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley3,929,212$188,445 03/31/2020
     TOTL3,929,212$188,445 03/31/2020
LPL Financial LLC3,881,005$186,133 03/31/2020
     TOTL3,881,005$186,133 03/31/2020
Bank of America Corp DE2,379,602$114,126 03/31/2020
     TOTL2,379,602$114,126 03/31/2020
Ladenburg Thalmann Financial Services Inc.2,268,291$111,192 12/31/2019
     TOTL2,268,291$111,192 12/31/2019
Advisor Group Holdings Inc.34,388,576$92,012 03/31/2020
     TOTL34,388,576$92,012 03/31/2020
UBS Group AG1,883,394$90,328 03/31/2020
     TOTL1,883,394$90,328 03/31/2020
Wells Fargo & Company MN1,847,593$88,610 03/31/2020
     TOTL1,847,593$88,610 03/31/2020
Miracle Mile Advisors LLC1,437,404$68,938 03/31/2020
     TOTL1,437,404$68,938 03/31/2020
CLS Investments LLC1,378,266$66,102 03/31/2020
     TOTL1,378,266$66,102 03/31/2020
Global Financial Private Capital Inc1,119,737$53,696 03/31/2020
     TOTL1,119,737$53,696 03/31/2020
Capital Advisors Inc. OK1,060,965$50,884 03/31/2020
     TOTL1,060,965$50,884 03/31/2020
Janney Capital Management LLC888,662$42,620 03/31/2020
     TOTL888,662$42,620 03/31/2020
Envestnet Asset Management Inc.818,876$39,273 03/31/2020
     TOTL818,876$39,273 03/31/2020
DT Investment Partners LLC683,189$32,765 03/31/2020
     TOTL683,189$32,765 03/31/2020
Prestige Wealth Management Group LLC633,893$30,401 03/31/2020
     TOTL633,893$30,401 03/31/2020
JPMorgan Chase & Co.583,670$27,993 03/31/2020
     TOTL583,670$27,993 03/31/2020
McNamara Financial Services Inc.554,328$26,586 03/31/2020
     TOTL554,328$26,586 03/31/2020
Commonwealth Equity Services LLC548,433$26,302 03/31/2020
     TOTL548,433$26,302 03/31/2020
Qube Research & Technologies Ltd546,424$26,206 03/31/2020
     TOTL546,424$26,206 03/31/2020
Winthrop Advisory Group LLC519,759$24,859 03/31/2020
     TOTL519,759$24,859 03/31/2020
Cambridge Investment Research Advisors Inc.492,923$23,641 03/31/2020
     TOTL492,923$23,641 03/31/2020
Bouchey Financial Group Ltd468,149$22,452 03/31/2020
     TOTL468,149$22,452 03/31/2020
HighTower Advisors LLC459,289$22,019 03/31/2020
     TOTL459,289$22,019 03/31/2020
Grimes & Company Inc.416,719$19,986 03/31/2020
     TOTL416,719$19,986 03/31/2020
John W. Brooker & Co. CPAs415,659$19,935 03/31/2020
     TOTL415,659$19,935 03/31/2020
Meridian Financial Partners LLC384,786$18,820 03/31/2020
     TOTL384,786$18,820 03/31/2020
Aspire Private Capital LLC379,714$18,211 03/31/2020
     TOTL379,714$18,211 03/31/2020
Raymond James Financial Services Advisors Inc.365,774$17,542 03/31/2020
     TOTL365,774$17,542 03/31/2020
Royal Bank of Canada352,692$16,914 03/31/2020
     TOTL352,692$16,914 03/31/2020
Pinnacle Associates Ltd.340,218$16,317 03/31/2020
     TOTL340,218$16,317 03/31/2020
Level Four Advisory Services LLC322,198$15,438 03/31/2020
     TOTL322,198$15,438 03/31/2020
Vicus Capital309,564$14,847 03/31/2020
     TOTL309,564$14,847 03/31/2020
Advisor Group Inc.298,763$14,639 12/31/2019
     TOTL298,763$14,639 12/31/2019
Alpha Cubed Investments LLC279,442$13,402 03/31/2020
     TOTL279,442$13,402 03/31/2020
Quantitative Advantage LLC268,106$12,858 03/31/2020
     TOTL268,106$12,858 03/31/2020
Gamble Jones Investment Counsel263,011$12,614 03/31/2020
     TOTL263,011$12,614 03/31/2020
Gemmer Asset Management LLC254,860$12,223 03/31/2020
     TOTL254,860$12,223 03/31/2020
Occidental Asset Management LLC249,805$11,981 03/31/2020
     TOTL249,805$11,981 03/31/2020
Brouwer & Janachowski LLC245,964$11,796 03/31/2020
     TOTL245,964$11,796 03/31/2020
Webster Bank N. A.228,899$10,978 03/31/2020
     TOTL228,899$10,978 03/31/2020
Assetmark Inc.228,634$10,965 03/31/2020
     TOTL228,634$10,965 03/31/2020
Reitz Capital Advisors LLC224,936$10,788 03/31/2020
     TOTL224,936$10,788 03/31/2020
One Charles Private Wealth Services LLC219,156$10,510 03/31/2020
     TOTL219,156$10,510 03/31/2020
CX Institutional218,679$10,488 03/31/2020
     TOTL218,679$10,488 03/31/2020
Bank of New York Mellon Corp215,055$10,314 03/31/2020
     TOTL215,055$10,314 03/31/2020
Valley National Advisers Inc.212,439$10,189 03/31/2020
     TOTL212,439$10,189 03/31/2020
NewSquare Capital LLC210,590$10,100 03/31/2020
     TOTL210,590$10,100 03/31/2020
Blue Zone Wealth Advisors LLC208,232$9,987 03/31/2020
     TOTL208,232$9,987 03/31/2020
Ballew Advisors Inc199,549$9,804 12/31/2019
     TOTL199,549$9,804 12/31/2019
Raymond James & Associates204,225$9,794 03/31/2020
     TOTL204,225$9,794 03/31/2020
Beaumont Financial Partners LLC203,234$9,747 03/31/2020
     TOTL203,234$9,747 03/31/2020
HC Financial Advisors Inc.200,111$9,597 03/31/2020
     TOTL200,111$9,597 03/31/2020
Krilogy Financial LLC189,577$9,092 03/31/2020
     TOTL189,577$9,092 03/31/2020
Nottingham Advisors Inc.185,224$8,906 03/31/2020
     TOTL185,224$8,906 03/31/2020
Hartford Financial Management Inc.180,916$8,677 03/31/2020
     TOTL180,916$8,677 03/31/2020
Litman Gregory Asset Management LLC177,074$8,492 03/31/2020
     TOTL177,074$8,492 03/31/2020
Polaris Greystone Financial Group LLC160,919$7,718 03/31/2020
     TOTL160,919$7,718 03/31/2020
Verus Capital Partners LLC157,370$7,547 03/31/2020
     TOTL157,370$7,547 03/31/2020
Peterson Wealth Management155,297$7,448 03/31/2020
     TOTL155,297$7,448 03/31/2020
New England Guild Wealth Advisors Inc.137,024$6,572 03/31/2020
     TOTL137,024$6,572 03/31/2020
Pittenger & Anderson Inc.133,309$6,393 03/31/2020
     TOTL133,309$6,393 03/31/2020
Cribstone Capital Management LLC132,349$6,347 03/31/2020
     TOTL132,349$6,347 03/31/2020
Greenwood Capital Associates LLC127,820$6,130 03/31/2020
     TOTL127,820$6,130 03/31/2020
Callan Capital LLC126,206$6,053 03/31/2020
     TOTL126,206$6,053 03/31/2020
Strategic Wealth Advisors Group LLC122,139$5,826 03/31/2020
     TOTL122,139$5,826 03/31/2020
Arkansas Financial Group Inc.119,657$5,738 03/31/2020
     TOTL119,657$5,738 03/31/2020
Capital Investment Advisory Services LLC114,792$5,505 03/31/2020
     TOTL114,792$5,505 03/31/2020
Reston Wealth Management LLC113,139$5,426 03/31/2020
     TOTL113,139$5,426 03/31/2020
SVA Wealth Management LLC112,220$5,382 03/31/2020
     TOTL112,220$5,382 03/31/2020
Family Firm Inc.111,830$5,363 03/31/2020
     TOTL111,830$5,363 03/31/2020
First Allied Advisory Services Inc.109,761$5,264 03/31/2020
     TOTL109,761$5,264 03/31/2020
Pinnacle Wealth Management Advisory Group LLC108,678$5,212 03/31/2020
     TOTL108,678$5,212 03/31/2020
Community Bank N.A.108,550$5,205 03/31/2020
     TOTL108,550$5,205 03/31/2020
Koshinski Asset Management Inc.107,974$5,178 03/31/2020
     TOTL107,974$5,178 03/31/2020
Baird Financial Group Inc.107,154$5,139 03/31/2020
     TOTL107,154$5,139 03/31/2020
Strategic Blueprint LLC103,728$4,975 03/31/2020
     TOTL103,728$4,975 03/31/2020
Fusion Capital LLC102,138$4,899 03/31/2020
     TOTL102,138$4,899 03/31/2020
Kingfisher Capital LLC101,905$4,887 03/31/2020
     TOTL101,905$4,887 03/31/2020
Signature Estate & Investment Advisors LLC101,644$4,875 03/31/2020
     TOTL101,644$4,875 03/31/2020
Strategic Investment Advisors MI101,573$4,871 03/31/2020
     TOTL101,573$4,871 03/31/2020
Minot Wealth Management LLC94,778$4,546 03/31/2020
     TOTL94,778$4,546 03/31/2020
AJ Wealth Strategies LLC94,363$4,526 03/31/2020
     TOTL94,363$4,526 03/31/2020
Capital Advisors Ltd. LLC93,269$4,473 03/31/2020
     TOTL93,269$4,473 03/31/2020
Bay Harbor Wealth Management LLC93,121$4,466 03/31/2020
     TOTL93,121$4,466 03/31/2020
SimpliFi Inc.91,981$4,411 03/31/2020
     TOTL91,981$4,411 03/31/2020
Hollencrest Capital Management85,544$4,103 03/31/2020
     TOTL85,544$4,103 03/31/2020
Advisors Preferred LLC83,830$4,020 03/31/2020
     TOTL83,830$4,020 03/31/2020
Orion Portfolio Solutions LLC81,580$3,913 03/31/2020
     TOTL81,580$3,913 03/31/2020
Pasadena Private Wealth LLC77,237$3,731 03/31/2020
     TOTL77,237$3,731 03/31/2020
EWG Elevate Inc.77,657$3,724 03/31/2020
     TOTL77,657$3,724 03/31/2020
Lighthouse Financial Advisors Inc.76,544$3,671 03/31/2020
     TOTL76,544$3,671 03/31/2020
Wilbanks Smith & Thomas Asset Management LLC74,847$3,589 03/31/2020
     TOTL74,847$3,589 03/31/2020
MML Investors Services LLC74,778$3,586 03/31/2020
     TOTL74,778$3,586 03/31/2020
Canal Capital Management LLC73,572$3,529 03/31/2020
     TOTL73,572$3,529 03/31/2020
Keystone Financial Group72,847$3,494 03/31/2020
     TOTL72,847$3,494 03/31/2020
Cabot Wealth Management Inc.72,703$3,487 03/31/2020
     TOTL72,703$3,487 03/31/2020
Newman Dignan & Sheerar Inc.7,123$3,478 03/31/2020
     TOTL7,123$3,478 03/31/2020
Wealth Alliance68,927$3,306 03/31/2020
     TOTL68,927$3,306 03/31/2020
First Foundation Advisors68,101$3,266 03/31/2020
     TOTL68,101$3,266 03/31/2020
Private Advisor Group LLC67,192$3,223 03/31/2020
     TOTL67,192$3,223 03/31/2020
Weatherly Asset Management L. P.65,359$3,135 03/31/2020
     TOTL65,359$3,135 03/31/2020
Essex Private Wealth Management LLC65,194$3,126 03/31/2020
     TOTL65,194$3,126 03/31/2020
Winfield Associates Inc.62,855$3,015 03/31/2020
     TOTL62,855$3,015 03/31/2020
Towerpoint Wealth LLC61,715$2,960 03/31/2020
     TOTL61,715$2,960 03/31/2020
Cetera Investment Advisers61,019$2,926 03/31/2020
     TOTL61,019$2,926 03/31/2020
Carlton Hofferkamp & Jenks Wealth Management LLC59,653$2,924 03/31/2020
     TOTL59,653$2,924 03/31/2020
Mariner LLC58,132$2,889 03/31/2020
     TOTL58,132$2,889 03/31/2020
Kovack Advisors Inc.58,690$2,815 03/31/2020
     TOTL58,690$2,815 03/31/2020
Argent Wealth Management LLC58,487$2,811 03/31/2020
     TOTL58,487$2,811 03/31/2020
Financial Advocates Investment Management57,857$2,775 03/31/2020
     TOTL57,857$2,775 03/31/2020
Colony Group LLC56,963$2,732 03/31/2020
     TOTL56,963$2,732 03/31/2020
Calton & Associates Inc.55,168$2,646 03/31/2020
     TOTL55,168$2,646 03/31/2020
BCS Wealth Management53,496$2,566 03/31/2020
     TOTL53,496$2,566 03/31/2020
Clifford Swan Investment Counsel LLC53,430$2,563 03/31/2020
     TOTL53,430$2,563 03/31/2020
Janney Montgomery Scott LLC52,079$2,498 03/31/2020
     TOTL52,079$2,498 03/31/2020
Mutual Advisors LLC50,406$2,417 03/31/2020
     TOTL50,406$2,417 03/31/2020
Lake Street Financial LLC49,611$2,379 03/31/2020
     TOTL49,611$2,379 03/31/2020
ETRADE Capital Management LLC47,565$2,281 03/31/2020
     TOTL47,565$2,281 03/31/2020
Stonehearth Capital Management LLC44,127$2,116 03/31/2020
     TOTL44,127$2,116 03/31/2020
Estate Counselors LLC43,760$2,099 03/31/2020
     TOTL43,760$2,099 03/31/2020
Macroview Investment Management LLC43,466$2,085 03/31/2020
     TOTL43,466$2,085 03/31/2020
Greatmark Investment Partners Inc.42,720$2,049 03/31/2020
     TOTL42,720$2,049 03/31/2020
Steel Peak Wealth Management LLC41,734$2,002 03/31/2020
     TOTL41,734$2,002 03/31/2020
Moneywise Inc.41,198$1,976 03/31/2020
     TOTL41,198$1,976 03/31/2020
Stifel Financial Corp39,667$1,905 03/31/2020
     TOTL39,667$1,905 03/31/2020
Savant Capital LLC39,609$1,900 03/31/2020
     TOTL39,609$1,900 03/31/2020
M Holdings Securities Inc.39,444$1,892 03/31/2020
     TOTL39,444$1,892 03/31/2020
Huber Financial Advisors LLC39,094$1,875 03/31/2020
     TOTL39,094$1,875 03/31/2020
Lucia Wealth Services LLC36,503$1,751 03/31/2020
     TOTL36,503$1,751 03/31/2020
Addison Capital Co36,457$1,748 03/31/2020
     TOTL36,457$1,748 03/31/2020
Global Retirement Partners LLC36,348$1,743 03/31/2020
     TOTL36,348$1,743 03/31/2020
Peak Financial Management Inc.36,181$1,735 03/31/2020
     TOTL36,181$1,735 03/31/2020
Bank of Montreal Can35,906$1,718 03/31/2020
     TOTL35,906$1,718 03/31/2020
Abbot Financial Management Inc.35,548$1,705 03/31/2020
     TOTL35,548$1,705 03/31/2020
Chicago Partners Investment Group LLC32,787$1,597 03/31/2020
     TOTL32,787$1,597 03/31/2020
Perennial Advisors LLC31,602$1,516 03/31/2020
     TOTL31,602$1,516 03/31/2020
Capital Wealth Alliance LLC31,509$1,511 03/31/2020
     TOTL31,509$1,511 03/31/2020
Aurum Wealth Management Group LLC31,414$1,507 03/31/2020
     TOTL31,414$1,507 03/31/2020
Goldstein Munger & Associates30,772$1,476 03/31/2020
     TOTL30,772$1,476 03/31/2020
LexAurum Advisors LLC30,424$1,459 03/31/2020
     TOTL30,424$1,459 03/31/2020
New Potomac Partners LLC29,600$1,420 03/31/2020
     TOTL29,600$1,420 03/31/2020
B. Riley Wealth Management Inc.28,715$1,377 03/31/2020
     TOTL28,715$1,377 03/31/2020
Cetera Advisors LLC28,214$1,353 03/31/2020
     TOTL28,214$1,353 03/31/2020
Cobblestone Capital Advisors LLC NY28,075$1,346 03/31/2020
     TOTL28,075$1,346 03/31/2020
CIBC World Markets Inc.27,894$1,338 03/31/2020
     TOTL27,894$1,338 03/31/2020
Vestmark Advisory Solutions Inc.27,734$1,330 03/31/2020
     TOTL27,734$1,330 03/31/2020
Covington Capital Management27,714$1,329 03/31/2020
     TOTL27,714$1,329 03/31/2020
Change Path LLC27,304$1,309 03/31/2020
     TOTL27,304$1,309 03/31/2020
Jackson Hole Capital Partners LLC26,671$1,279 03/31/2020
     TOTL26,671$1,279 03/31/2020
Ambassador Advisors LLC25,635$1,229 03/31/2020
     TOTL25,635$1,229 03/31/2020
Cooper Financial Group25,566$1,226 03/31/2020
     TOTL25,566$1,226 03/31/2020
Curtis Advisory Group LLC25,385$1,217 03/31/2020
     TOTL25,385$1,217 03/31/2020
Scotia Capital Inc.25,164$1,206 03/31/2020
     TOTL25,164$1,206 03/31/2020
Founders Financial Securities LLC24,226$1,162 03/31/2020
     TOTL24,226$1,162 03/31/2020
SeaBridge Investment Advisors LLC24,105$1,156 03/31/2020
     TOTL24,105$1,156 03/31/2020
Captrust Financial Advisors23,044$1,101 03/31/2020
     TOTL23,044$1,101 03/31/2020
ACG Wealth22,019$1,079 12/31/2019
     TOTL22,019$1,079 12/31/2019
Two Sigma Securities LLC22,460$1,077 03/31/2020
     TOTL22,460$1,077 03/31/2020
Outlook Wealth Advisors LLC22,325$1,071 03/31/2020
     TOTL22,325$1,071 03/31/2020
All Terrain Financial Advisors LLC21,769$1,044 03/31/2020
     TOTL21,769$1,044 03/31/2020
SNS Financial Group LLC21,674$1,039 03/31/2020
     TOTL21,674$1,039 03/31/2020
Jacobi Capital Management LLC21,620$1,037 03/31/2020
     TOTL21,620$1,037 03/31/2020
Evergreen Capital Management LLC21,461$1,029 03/31/2020
     TOTL21,461$1,029 03/31/2020
Horizon Investments LLC21,314$1,017 03/31/2020
     TOTL21,314$1,017 03/31/2020
Next Capital Management LLC20,516$984 03/31/2020
     TOTL20,516$984 03/31/2020
Atria Investments LLC20,285$973 03/31/2020
     TOTL20,285$973 03/31/2020
Avitas Wealth Management LLC20,185$968 03/31/2020
     TOTL20,185$968 03/31/2020
Mercer Global Advisors Inc. ADV20,049$962 03/31/2020
     TOTL20,049$962 03/31/2020
Eqis Capital Management Inc.19,351$955 03/31/2020
     TOTL19,351$955 03/31/2020
Vantage Financial Partners Ltd. Inc.19,362$929 03/31/2020
     TOTL19,362$929 03/31/2020
Cornerstone Advisory LLC19,254$923 03/31/2020
     TOTL19,254$923 03/31/2020
Allworth Financial LP19,224$921 03/31/2020
     TOTL19,224$921 03/31/2020
Harvest Investment Services LLC18,507$887 03/31/2020
     TOTL18,507$887 03/31/2020
Truist Financial Corp17,998$864 03/31/2020
     TOTL17,998$864 03/31/2020
Resources Investment Advisors LLC.17,763$861 03/31/2020
     TOTL17,763$861 03/31/2020
Summit Asset Management LLC17,396$834 03/31/2020
     TOTL17,396$834 03/31/2020
Destination Wealth Management17,248$827 03/31/2020
     TOTL17,248$827 03/31/2020
Thrivent Financial for Lutherans16,437$788 03/31/2020
     TOTL16,437$788 03/31/2020
Fernwood Investment Management LLC16,329$783 03/31/2020
     TOTL16,329$783 03/31/2020
Intl Fcstone Inc.15,841$760 03/31/2020
     TOTL15,841$760 03/31/2020
Stratos Wealth Advisors LLC15,855$760 03/31/2020
     TOTL15,855$760 03/31/2020
Blair William & Co. IL15,495$743 03/31/2020
     TOTL15,495$743 03/31/2020
Demars Financial Group LLC14,925$716 03/31/2020
     TOTL14,925$716 03/31/2020
Equitable Holdings Inc.14,356$689 03/31/2020
     TOTL14,356$689 03/31/2020
Moser Wealth Advisors LLC14,141$678 03/31/2020
     TOTL14,141$678 03/31/2020
Merriman Wealth Management LLC14,100$676 03/31/2020
     TOTL14,100$676 03/31/2020
Viridian Ria LLC14,017$672 03/31/2020
     TOTL14,017$672 03/31/2020
Procyon Private Wealth Partners LLC13,635$654 03/31/2020
     TOTL13,635$654 03/31/2020
Verdence Capital Advisors LLC13,511$648 03/31/2020
     TOTL13,511$648 03/31/2020
Deutsche Bank AG13,320$639 03/31/2020
     TOTL13,320$639 03/31/2020
Dakota Wealth Management13,057$626 03/31/2020
     TOTL13,057$626 03/31/2020
Strategic Family Wealth Counselors L.L.C.12,954$621 03/31/2020
     TOTL12,954$621 03/31/2020
Samalin Investment Counsel LLC12,917$619 03/31/2020
     TOTL12,917$619 03/31/2020
Cornerstone Wealth Management LLC12,779$613 03/31/2020
     TOTL12,779$613 03/31/2020
Aft Forsyth & Sober LLC12,750$612 03/31/2020
     TOTL12,750$612 03/31/2020
Kovitz Investment Group Partners LLC12,709$610 03/31/2020
     TOTL12,709$610 03/31/2020
Rockefeller Capital Management L.P.12,426$596 03/31/2020
     TOTL12,426$596 03/31/2020
Sentinel Pension Advisors Inc.12,397$595 03/31/2020
     TOTL12,397$595 03/31/2020
Toroso Investments LLC12,309$590 03/31/2020
     TOTL12,309$590 03/31/2020
Maltin Wealth Management Inc.12,136$582 03/31/2020
     TOTL12,136$582 03/31/2020
Beacon Pointe Wealth Advisors LLC11,831$580 12/31/2019
     TOTL11,831$580 12/31/2019
KCS Wealth Advisory11,918$572 03/31/2020
     TOTL11,918$572 03/31/2020
Investors Financial Group LLC11,918$572 03/31/2020
     TOTL11,918$572 03/31/2020
IHT Wealth Management LLC11,704$561 03/31/2020
     TOTL11,704$561 03/31/2020
Albion Financial Group UT11,202$537 03/31/2020
     TOTL11,202$537 03/31/2020
AE Wealth Management LLC11,194$537 03/31/2020
     TOTL11,194$537 03/31/2020
Cetera Advisor Networks LLC10,974$526 03/31/2020
     TOTL10,974$526 03/31/2020
Hummer Financial Advisory Services Inc10,700$513 03/31/2020
     TOTL10,700$513 03/31/2020
Aspiriant LLC10,586$505 03/31/2020
     TOTL10,586$505 03/31/2020
Essex Financial Services Inc.10,328$495 03/31/2020
     TOTL10,328$495 03/31/2020
David R. Rahn & Associates Inc.10,300$494 03/31/2020
     TOTL10,300$494 03/31/2020
Keybank National Association OH10,000$480 03/31/2020
     TOTL10,000$480 03/31/2020
Homrich & Berg9,923$476 03/31/2020
     TOTL9,923$476 03/31/2020
Beacon Pointe Advisors LLC9,873$475 03/31/2020
     TOTL9,873$475 03/31/2020
Pettinga Financial Advisors LLC9,750$468 03/31/2020
     TOTL9,750$468 03/31/2020
Integrated Wealth Concepts LLC9,768$468 03/31/2020
     TOTL9,768$468 03/31/2020
Flagship Harbor Advisors LLC9,603$461 03/31/2020
     TOTL9,603$461 03/31/2020
Prime Capital Investment Advisors LLC9,614$461 03/31/2020
     TOTL9,614$461 03/31/2020
PagnatoKarp Partners LLC9,484$455 03/31/2020
     TOTL9,484$455 03/31/2020
Western Wealth Management LLC9,367$452 03/31/2020
     TOTL9,367$452 03/31/2020
Howard Financial Services LTD.9,023$433 03/31/2020
     TOTL9,023$433 03/31/2020
Lido Advisors LLC8,737$419 03/31/2020
     TOTL8,737$419 03/31/2020
Institute for Wealth Management LLC.8,411$403 03/31/2020
     TOTL8,411$403 03/31/2020
DAVENPORT & Co LLC8,389$402 03/31/2020
     TOTL8,389$402 03/31/2020
Proequities Inc.8,172$392 03/31/2020
     TOTL8,172$392 03/31/2020
Smart Portfolios LLC8,124$390 03/31/2020
     TOTL8,124$390 03/31/2020
IFP Advisors Inc7,871$379 03/31/2020
     TOTL7,871$379 03/31/2020
Transcend Wealth Collective LLC7,410$355 03/31/2020
     TOTL7,410$355 03/31/2020
Sigma Planning Corp7,316$351 03/31/2020
     TOTL7,316$351 03/31/2020
Comerica Bank7,039$343 03/31/2020
     TOTL7,039$343 03/31/2020
EPG Wealth Management LLC7,092$340 03/31/2020
     TOTL7,092$340 03/31/2020
Citigroup Inc.7,013$336 03/31/2020
     TOTL7,013$336 03/31/2020
Capital Analysts LLC6,682$321 03/31/2020
     TOTL6,682$321 03/31/2020
TD Capital Management LLC6,682$320 03/31/2020
     TOTL6,682$320 03/31/2020
Northern Oak Wealth Management Inc.6,656$319 03/31/2020
     TOTL6,656$319 03/31/2020
Principal Financial Group Inc.6,595$316 03/31/2020
     TOTL6,595$316 03/31/2020
Wsfs Capital Management LLC6,594$316 03/31/2020
     TOTL6,594$316 03/31/2020
Gladstone Institutional Advisory LLC6,354$305 03/31/2020
     TOTL6,354$305 03/31/2020
Ford Financial Group LLC5,868$281 03/31/2020
     TOTL5,868$281 03/31/2020
Centaurus Financial Inc.5,737$275 03/31/2020
     TOTL5,737$275 03/31/2020
Fragasso Group Inc.5,744$275 03/31/2020
     TOTL5,744$275 03/31/2020
Steward Partners Investment Advisory LLC5,658$271 03/31/2020
     TOTL5,658$271 03/31/2020
Wetherby Asset Management Inc.5,569$267 03/31/2020
     TOTL5,569$267 03/31/2020
QP Wealth Management LLC5,396$264 03/31/2020
     TOTL5,396$264 03/31/2020
CWM LLC5,490$263 03/31/2020
     TOTL5,490$263 03/31/2020
First City Capital Management Inc.5,452$261 03/31/2020
     TOTL5,452$261 03/31/2020
Ogorek Anthony Joseph NY ADV5,246$251 03/31/2020
     TOTL5,246$251 03/31/2020
Inscription Capital LLC5,190$249 03/31/2020
     TOTL5,190$249 03/31/2020
Oppenheimer & Co. Inc.5,129$246 03/31/2020
     TOTL5,129$246 03/31/2020
Aries Wealth Management5,099$244 03/31/2020
     TOTL5,099$244 03/31/2020
Intersect Capital LLC5,027$241 03/31/2020
     TOTL5,027$241 03/31/2020
Financial Advantage Inc.5,017$240 03/31/2020
     TOTL5,017$240 03/31/2020
Oxford Financial Group Ltd.4,902$235 03/31/2020
     TOTL4,902$235 03/31/2020
Aveo Capital Partners LLC4,860$233 03/31/2020
     TOTL4,860$233 03/31/2020
First Heartland Consultants Inc.4,749$228 03/31/2020
     TOTL4,749$228 03/31/2020
Synovus Financial Corp4,724$227 03/31/2020
     TOTL4,724$227 03/31/2020
SYM FINANCIAL Corp4,731$227 03/31/2020
     TOTL4,731$227 03/31/2020
Means Investment CO. Inc.4,649$226 03/31/2020
     TOTL4,649$226 03/31/2020
Blue Edge Capital LLC4,669$224 03/31/2020
     TOTL4,669$224 03/31/2020
Waterloo Capital L.P.4,452$214 03/31/2020
     TOTL4,452$214 03/31/2020
Perritt Capital Management Inc.4,278$205 03/31/2020
     TOTL4,278$205 03/31/2020
Harbour Capital Advisors LLC4,245$204 03/31/2020
     TOTL4,245$204 03/31/2020
American Financial Advisors LLC4,213$204 03/31/2020
     TOTL4,213$204 03/31/2020
Pacifica Partners Inc.3,471$167 03/31/2020
     TOTL3,471$167 03/31/2020
Tsfg LLC3,147$151 03/31/2020
     TOTL3,147$151 03/31/2020
Motco2,849$137 03/31/2020
     TOTL2,849$137 03/31/2020
CXI Advisors2,643$129 12/31/2019
     TOTL2,643$129 12/31/2019
Pinnacle Bank2,598$125 03/31/2020
     TOTL2,598$125 03/31/2020
Baldwin Brothers Inc. MA2,591$124 03/31/2020
     TOTL2,591$124 03/31/2020
Archer Investment Corp1,716$82 03/31/2020
     TOTL1,716$82 03/31/2020
Clean Yield Group1,570$75 03/31/2020
     TOTL1,570$75 03/31/2020
Parallel Advisors LLC1,444$69 03/31/2020
     TOTL1,444$69 03/31/2020
Proffitt & Goodson Inc.1,351$65 03/31/2020
     TOTL1,351$65 03/31/2020
Semmax Financial Advisors Inc.1,331$64 03/31/2020
     TOTL1,331$64 03/31/2020
Bellevue Asset Management LLC1,316$64 03/31/2020
     TOTL1,316$64 03/31/2020
Price Wealth LLC1,218$58 03/31/2020
     TOTL1,218$58 03/31/2020
Citizens Financial Group Inc RI1,196$57 03/31/2020
     TOTL1,196$57 03/31/2020
MCF Advisors LLC1,144$55 03/31/2020
     TOTL1,144$55 03/31/2020
Wealthcare Advisory Partners LLC1,038$50 03/31/2020
     TOTL1,038$50 03/31/2020
Ancora Advisors LLC1,025$49 03/31/2020
     TOTL1,025$49 03/31/2020
Reilly Financial Advisors LLC1,000$48 03/31/2020
     TOTL1,000$48 03/31/2020
Parkside Financial Bank & Trust1,004$48 03/31/2020
     TOTL1,004$48 03/31/2020
Atwood & Palmer Inc.922$44 03/31/2020
     TOTL922$44 03/31/2020
Simon Quick Advisors LLC899$43 03/31/2020
     TOTL899$43 03/31/2020
PNC Financial Services Group Inc.877$42 03/31/2020
     TOTL877$42 03/31/2020
Northwestern Mutual Wealth Management Co.884$42 03/31/2020
     TOTL884$42 03/31/2020
Ameritas Investment Company LLC819$39 03/31/2020
     TOTL819$39 03/31/2020
Golden State Wealth Management LLC796$38 03/31/2020
     TOTL796$38 03/31/2020
Patriot Financial Group Insurance Agency LLC713$34 03/31/2020
     TOTL713$34 03/31/2020
Sofos Investments Inc.574$28 03/31/2020
     TOTL574$28 03/31/2020
OLD Second National Bank of Aurora552$26 03/31/2020
     TOTL552$26 03/31/2020
Tortoise Investment Management LLC550$26 03/31/2020
     TOTL550$26 03/31/2020
Sowell Financial Services LLC511$25 03/31/2020
     TOTL511$25 03/31/2020
Enterprise Financial Services Corp400$19 03/31/2020
     TOTL400$19 03/31/2020
Advisory Services Network LLC396$19 03/31/2020
     TOTL396$19 03/31/2020
Vectors Research Management LLC400$19 03/31/2020
     TOTL400$19 03/31/2020
Toth Financial Advisory Corp345$17 03/31/2020
     TOTL345$17 03/31/2020
Atlas Private Wealth Management326$16 03/31/2020
     TOTL326$16 03/31/2020
American Research & Management Co.305$15 03/31/2020
     TOTL305$15 03/31/2020
Westside Investment Management Inc.300$14 03/31/2020
     TOTL300$14 03/31/2020
Winslow Evans & Crocker Inc.280$14 03/31/2020
     TOTL280$14 03/31/2020
JNBA Financial Advisors200$10 03/31/2020
     TOTL200$10 03/31/2020
RPg Family Wealth Advisory LLC210$10 03/31/2020
     TOTL210$10 03/31/2020
Enterprise Trust & Investment Co210$10 03/31/2020
     TOTL210$10 03/31/2020
Lake Point Wealth Management179$9 03/31/2020
     TOTL179$9 03/31/2020
S.A. Mason LLC195$9 03/31/2020
     TOTL195$9 03/31/2020
AdvisorNet Financial Inc120$6 03/31/2020
     TOTL120$6 03/31/2020
Private Capital Group LLC123$6 03/31/2020
     TOTL123$6 03/31/2020
Clearstead Advisors LLC106$5 03/31/2020
     TOTL106$5 03/31/2020
Tower Research Capital LLC TRC 100$5 03/31/2020
     TOTL100$5 03/31/2020
Global Trust Asset Management LLC109$5 03/31/2020
     TOTL109$5 03/31/2020
NEXT Financial Group Inc75$4 03/31/2020
     TOTL75$4 03/31/2020
Focused Wealth Management Inc63$3 03/31/2020
     TOTL63$3 03/31/2020
Blume Capital Management Inc.58$2 03/31/2020
     TOTL58$2 03/31/2020
FMR LLC1$0 03/31/2020
     TOTL1$0 03/31/2020
Carroll Financial Associates Inc.0$0 03/31/2020
     TOTL0$0 03/31/2020
Harvest Group Wealth Management LLC18$0 03/31/2020
     TOTL18$0 03/31/2020
Berman Capital Advisors LLC12$0 03/31/2020
     TOTL12$0 03/31/2020
1 North Wealth Services LLC0$0 12/31/2019
     TOTL0$0 12/31/2019

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

Quotes delayed 20 minutes

Funds Holding TOTL | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.