HoldingsChannel.com
Funds Holding TOTL
HolderAmountPosition Size
($ in 1000's)
 As of
LPL Financial LLC4,378,512$216,955 06/30/2020
     TOTL4,378,512$216,955 06/30/2020
Morgan Stanley3,569,042$176,846 06/30/2020
     TOTL3,569,042$176,846 06/30/2020
UBS Group AG2,252,693$111,621 06/30/2020
     TOTL2,252,693$111,621 06/30/2020
Advisor Group Holdings Inc.2,230,017$110,469 06/30/2020
     TOTL2,230,017$110,469 06/30/2020
Bank of America Corp DE2,152,716$106,668 06/30/2020
     TOTL2,152,716$106,668 06/30/2020
Wells Fargo & Company MN1,964,891$97,361 06/30/2020
     TOTL1,964,891$97,361 06/30/2020
CLS Investments LLC1,866,987$92,509 06/30/2020
     TOTL1,866,987$92,509 06/30/2020
Capital Advisors Inc. OK1,157,553$57,739 06/30/2020
     TOTL1,157,553$57,739 06/30/2020
Global Financial Private Capital Inc995,679$49,335 06/30/2020
     TOTL995,679$49,335 06/30/2020
JPMorgan Chase & Co.895,470$44,371 06/30/2020
     TOTL895,470$44,371 06/30/2020
Janney Capital Management LLC826,584$40,957 06/30/2020
     TOTL826,584$40,957 06/30/2020
Focused Wealth Management Inc774,969$38,214 09/30/2020
     TOTL774,969$38,214 09/30/2020
Envestnet Asset Management Inc.774,815$38,206 09/30/2020
     TOTL774,815$38,206 09/30/2020
Prestige Wealth Management Group LLC647,882$32,102 06/30/2020
     TOTL647,882$32,102 06/30/2020
McNamara Financial Services Inc.576,785$28,441 09/30/2020
     TOTL576,785$28,441 09/30/2020
Level Four Advisory Services LLC520,511$25,804 06/30/2020
     TOTL520,511$25,804 06/30/2020
Royal Bank of Canada517,882$25,662 06/30/2020
     TOTL517,882$25,662 06/30/2020
Cambridge Investment Research Advisors Inc.505,304$25,038 06/30/2020
     TOTL505,304$25,038 06/30/2020
Bouchey Financial Group Ltd485,955$24,079 06/30/2020
     TOTL485,955$24,079 06/30/2020
HighTower Advisors LLC461,923$22,870 06/30/2020
     TOTL461,923$22,870 06/30/2020
Raymond James & Associates415,104$20,569 06/30/2020
     TOTL415,104$20,569 06/30/2020
Grimes & Company Inc.399,278$19,784 06/30/2020
     TOTL399,278$19,784 06/30/2020
Meridian Financial Partners LLC394,360$19,548 06/30/2020
     TOTL394,360$19,548 06/30/2020
Aspire Private Capital LLC384,410$19,048 06/30/2020
     TOTL384,410$19,048 06/30/2020
Pinnacle Associates Ltd.364,989$18,085 06/30/2020
     TOTL364,989$18,085 06/30/2020
John W. Brooker & Co. CPAs353,142$17,413 09/30/2020
     TOTL353,142$17,413 09/30/2020
Commonwealth Equity Services LLC336,159$16,656 06/30/2020
     TOTL336,159$16,656 06/30/2020
Vicus Capital319,876$15,850 06/30/2020
     TOTL319,876$15,850 06/30/2020
Valley National Advisers Inc.295,829$14,658 06/30/2020
     TOTL295,829$14,658 06/30/2020
Alpha Cubed Investments LLC289,713$14,286 09/30/2020
     TOTL289,713$14,286 09/30/2020
Blue Zone Wealth Advisors LLC284,353$14,090 06/30/2020
     TOTL284,353$14,090 06/30/2020
Quantitative Advantage LLC279,770$13,863 06/30/2020
     TOTL279,770$13,863 06/30/2020
Hartford Financial Management Inc.272,058$13,415 09/30/2020
     TOTL272,058$13,415 09/30/2020
Gamble Jones Investment Counsel261,279$12,946 06/30/2020
     TOTL261,279$12,946 06/30/2020
Occidental Asset Management LLC255,237$12,647 06/30/2020
     TOTL255,237$12,647 06/30/2020
Qube Research & Technologies Ltd251,871$12,480 06/30/2020
     TOTL251,871$12,480 06/30/2020
Gemmer Asset Management LLC249,731$12,314 09/30/2020
     TOTL249,731$12,314 09/30/2020
Beaumont Financial Partners LLC243,125$12,047 06/30/2020
     TOTL243,125$12,047 06/30/2020
Citadel Advisors LLC229,133$11,354 06/30/2020
     TOTL229,133$11,354 06/30/2020
Brouwer & Janachowski LLC226,397$11,164 09/30/2020
     TOTL226,397$11,164 09/30/2020
Assetmark Inc.219,600$10,881 06/30/2020
     TOTL219,600$10,881 06/30/2020
Bank of New York Mellon Corp216,810$10,743 06/30/2020
     TOTL216,810$10,743 06/30/2020
NewSquare Capital LLC212,881$10,548 06/30/2020
     TOTL212,881$10,548 06/30/2020
Krilogy Financial LLC209,879$10,400 06/30/2020
     TOTL209,879$10,400 06/30/2020
HC Financial Advisors Inc.208,240$10,318 06/30/2020
     TOTL208,240$10,318 06/30/2020
Webster Bank N. A.208,889$10,300 09/30/2020
     TOTL208,889$10,300 09/30/2020
Leicht Financial Planning & Wealth Management Inc.195,263$9,621 09/30/2020
     TOTL195,263$9,621 09/30/2020
Nottingham Advisors Inc.182,286$9,014 06/30/2020
     TOTL182,286$9,014 06/30/2020
Raymond James Financial Services Advisors Inc.181,792$9,008 06/30/2020
     TOTL181,792$9,008 06/30/2020
Litman Gregory Asset Management LLC180,049$8,921 06/30/2020
     TOTL180,049$8,921 06/30/2020
Peterson Wealth Management159,678$7,912 06/30/2020
     TOTL159,678$7,912 06/30/2020
Koshinski Asset Management Inc.154,376$7,649 06/30/2020
     TOTL154,376$7,649 06/30/2020
Pittenger & Anderson Inc.143,697$7,120 06/30/2020
     TOTL143,697$7,120 06/30/2020
SVA Wealth Management LLC141,596$7,016 06/30/2020
     TOTL141,596$7,016 06/30/2020
Signature Estate & Investment Advisors LLC139,978$6,902 09/30/2020
     TOTL139,978$6,902 09/30/2020
New England Guild Wealth Advisors Inc.137,860$6,798 09/30/2020
     TOTL137,860$6,798 09/30/2020
Corbenic Partners LLC136,895$6,750 09/30/2020
     TOTL136,895$6,750 09/30/2020
Cribstone Capital Management LLC136,187$6,748 06/30/2020
     TOTL136,187$6,748 06/30/2020
Strategic Blueprint LLC122,932$6,091 06/30/2020
     TOTL122,932$6,091 06/30/2020
Capital Investment Advisory Services LLC123,230$6,076 09/30/2020
     TOTL123,230$6,076 09/30/2020
Reston Wealth Management LLC122,411$6,036 09/30/2020
     TOTL122,411$6,036 09/30/2020
Winthrop Advisory Group LLC122,372$6,027 09/30/2020
     TOTL122,372$6,027 09/30/2020
Pinnacle Wealth Management Advisory Group LLC120,342$5,963 06/30/2020
     TOTL120,342$5,963 06/30/2020
Greenwood Capital Associates LLC115,795$5,738 06/30/2020
     TOTL115,795$5,738 06/30/2020
Arkansas Financial Group Inc.115,679$5,731 06/30/2020
     TOTL115,679$5,731 06/30/2020
Family Firm Inc.111,559$5,528 06/30/2020
     TOTL111,559$5,528 06/30/2020
Kingfisher Capital LLC108,880$5,395 06/30/2020
     TOTL108,880$5,395 06/30/2020
Private Advisor Group LLC108,788$5,390 06/30/2020
     TOTL108,788$5,390 06/30/2020
Strategic Investment Advisors MI109,165$5,385 09/30/2020
     TOTL109,165$5,385 09/30/2020
Stratos Wealth Partners LTD.108,639$5,383 06/30/2020
     TOTL108,639$5,383 06/30/2020
Community Bank N.A.108,550$5,378 06/30/2020
     TOTL108,550$5,378 06/30/2020
First Foundation Advisors107,908$5,347 06/30/2020
     TOTL107,908$5,347 06/30/2020
First Allied Advisory Services Inc.107,330$5,318 06/30/2020
     TOTL107,330$5,318 06/30/2020
Founders Financial Securities LLC105,596$5,232 06/30/2020
     TOTL105,596$5,232 06/30/2020
Horizon Investments LLC105,607$5,209 06/30/2020
     TOTL105,607$5,209 06/30/2020
Fusion Capital LLC104,266$5,166 06/30/2020
     TOTL104,266$5,166 06/30/2020
Baird Financial Group Inc.103,372$5,122 06/30/2020
     TOTL103,372$5,122 06/30/2020
Minot Wealth Management LLC103,365$5,097 09/30/2020
     TOTL103,365$5,097 09/30/2020
Janney Montgomery Scott LLC102,336$5,071 06/30/2020
     TOTL102,336$5,071 06/30/2020
Lucia Wealth Services LLC99,788$4,944 06/30/2020
     TOTL99,788$4,944 06/30/2020
Connecticut Wealth Management LLC98,034$4,834 09/30/2020
     TOTL98,034$4,834 09/30/2020
AJ Wealth Strategies LLC97,431$4,828 06/30/2020
     TOTL97,431$4,828 06/30/2020
ACG Wealth95,984$4,756 06/30/2020
     TOTL95,984$4,756 06/30/2020
Strategic Wealth Advisors Group LLC95,715$4,722 06/30/2020
     TOTL95,715$4,722 06/30/2020
Capital Advisors Ltd. LLC93,113$4,614 06/30/2020
     TOTL93,113$4,614 06/30/2020
Keystone Financial Group91,006$4,509 06/30/2020
     TOTL91,006$4,509 06/30/2020
MML Investors Services LLC88,214$4,371 06/30/2020
     TOTL88,214$4,371 06/30/2020
Hollencrest Capital Management87,763$4,328 09/30/2020
     TOTL87,763$4,328 09/30/2020
20 20 Capital Management Inc.85,793$4,277 06/30/2020
     TOTL85,793$4,277 06/30/2020
Orion Portfolio Solutions LLC86,164$4,269 06/30/2020
     TOTL86,164$4,269 06/30/2020
Bay Harbor Wealth Management LLC84,610$4,192 06/30/2020
     TOTL84,610$4,192 06/30/2020
Financial Advocates Investment Management84,132$4,169 06/30/2020
     TOTL84,132$4,169 06/30/2020
Callan Capital LLC81,459$4,036 06/30/2020
     TOTL81,459$4,036 06/30/2020
EWG Elevate Inc.80,849$4,006 06/30/2020
     TOTL80,849$4,006 06/30/2020
Pasadena Private Wealth LLC80,789$4,003 06/30/2020
     TOTL80,789$4,003 06/30/2020
Wilbanks Smith & Thomas Asset Management LLC79,230$3,926 06/30/2020
     TOTL79,230$3,926 06/30/2020
Lighthouse Financial Advisors Inc.77,568$3,837 06/30/2020
     TOTL77,568$3,837 06/30/2020
Canal Capital Management LLC75,865$3,741 09/30/2020
     TOTL75,865$3,741 09/30/2020
Carlton Hofferkamp & Jenks Wealth Management LLC72,935$3,629 06/30/2020
     TOTL72,935$3,629 06/30/2020
Weatherly Asset Management L. P.69,967$3,467 06/30/2020
     TOTL69,967$3,467 06/30/2020
Eqis Capital Management Inc.65,587$3,250 06/30/2020
     TOTL65,587$3,250 06/30/2020
Miracle Mile Advisors LLC63,931$3,168 06/30/2020
     TOTL63,931$3,168 06/30/2020
Essex Private Wealth Management LLC63,014$3,122 06/30/2020
     TOTL63,014$3,122 06/30/2020
Northwest Bancshares Inc.62,041$3,059 09/30/2020
     TOTL62,041$3,059 09/30/2020
Colony Group LLC60,274$2,987 06/30/2020
     TOTL60,274$2,987 06/30/2020
Cabot Wealth Management Inc.60,128$2,979 06/30/2020
     TOTL60,128$2,979 06/30/2020
Kovack Advisors Inc.58,960$2,921 06/30/2020
     TOTL58,960$2,921 06/30/2020
Cetera Investment Advisers58,772$2,912 06/30/2020
     TOTL58,772$2,912 06/30/2020
Mariner LLC57,836$2,866 06/30/2020
     TOTL57,836$2,866 06/30/2020
Lake Street Financial LLC57,243$2,823 09/30/2020
     TOTL57,243$2,823 09/30/2020
Cornerstone Advisory LLC56,148$2,782 06/30/2020
     TOTL56,148$2,782 06/30/2020
BCS Wealth Management55,025$2,726 06/30/2020
     TOTL55,025$2,726 06/30/2020
Advisors Preferred LLC54,268$2,680 06/30/2020
     TOTL54,268$2,680 06/30/2020
Clifford Swan Investment Counsel LLC53,430$2,647 06/30/2020
     TOTL53,430$2,647 06/30/2020
Wealth Alliance52,476$2,600 06/30/2020
     TOTL52,476$2,600 06/30/2020
Shilanski & Associates Inc.52,334$2,593 06/30/2020
     TOTL52,334$2,593 06/30/2020
Estate Counselors LLC50,520$2,520 06/30/2020
     TOTL50,520$2,520 06/30/2020
CIBC World Markets Inc.50,672$2,511 06/30/2020
     TOTL50,672$2,511 06/30/2020
Towerpoint Wealth LLC50,410$2,498 06/30/2020
     TOTL50,410$2,498 06/30/2020
Mutual Advisors LLC50,350$2,495 06/30/2020
     TOTL50,350$2,495 06/30/2020
Argent Wealth Management LLC49,179$2,433 06/30/2020
     TOTL49,179$2,433 06/30/2020
ETRADE Capital Management LLC48,262$2,391 06/30/2020
     TOTL48,262$2,391 06/30/2020
Ballew Advisors Inc48,432$2,386 09/30/2020
     TOTL48,432$2,386 09/30/2020
Stonehearth Capital Management LLC46,015$2,269 09/30/2020
     TOTL46,015$2,269 09/30/2020
Greatmark Investment Partners Inc.44,767$2,218 06/30/2020
     TOTL44,767$2,218 06/30/2020
Calton & Associates Inc.43,814$2,171 06/30/2020
     TOTL43,814$2,171 06/30/2020
Perennial Advisors LLC43,758$2,168 06/30/2020
     TOTL43,758$2,168 06/30/2020
Stringer Asset Management LLC42,303$2,096 06/30/2020
     TOTL42,303$2,096 06/30/2020
Curtis Advisory Group LLC40,819$2,023 06/30/2020
     TOTL40,819$2,023 06/30/2020
LexAurum Advisors LLC39,450$1,945 09/30/2020
     TOTL39,450$1,945 09/30/2020
Savant Capital LLC38,733$1,919 06/30/2020
     TOTL38,733$1,919 06/30/2020
Stifel Financial Corp38,568$1,911 06/30/2020
     TOTL38,568$1,911 06/30/2020
Bank of Montreal Can35,906$1,781 06/30/2020
     TOTL35,906$1,781 06/30/2020
Abbot Financial Management Inc.35,619$1,765 06/30/2020
     TOTL35,619$1,765 06/30/2020
Moneywise Inc.33,373$1,646 09/30/2020
     TOTL33,373$1,646 09/30/2020
Peak Financial Management Inc.33,208$1,637 09/30/2020
     TOTL33,208$1,637 09/30/2020
Chicago Partners Investment Group LLC32,839$1,629 06/30/2020
     TOTL32,839$1,629 06/30/2020
Global Retirement Partners LLC32,896$1,622 09/30/2020
     TOTL32,896$1,622 09/30/2020
Addison Capital Co32,664$1,611 09/30/2020
     TOTL32,664$1,611 09/30/2020
New Potomac Partners LLC32,075$1,589 06/30/2020
     TOTL32,075$1,589 06/30/2020
Winfield Associates Inc.31,885$1,572 09/30/2020
     TOTL31,885$1,572 09/30/2020
Cooper Financial Group31,555$1,556 09/30/2020
     TOTL31,555$1,556 09/30/2020
Aurum Wealth Management Group LLC31,249$1,548 06/30/2020
     TOTL31,249$1,548 06/30/2020
Moloney Securities Asset Management LLC30,601$1,509 09/30/2020
     TOTL30,601$1,509 09/30/2020
Macroview Investment Management LLC30,354$1,504 06/30/2020
     TOTL30,354$1,504 06/30/2020
Goldstein Munger & Associates29,537$1,464 06/30/2020
     TOTL29,537$1,464 06/30/2020
Cobblestone Capital Advisors LLC NY29,336$1,454 06/30/2020
     TOTL29,336$1,454 06/30/2020
B. Riley Wealth Management Inc.28,622$1,418 06/30/2020
     TOTL28,622$1,418 06/30/2020
Vestmark Advisory Solutions Inc.27,183$1,340 09/30/2020
     TOTL27,183$1,340 09/30/2020
Change Path LLC26,941$1,335 06/30/2020
     TOTL26,941$1,335 06/30/2020
Jackson Hole Capital Partners LLC26,671$1,322 06/30/2020
     TOTL26,671$1,322 06/30/2020
Capital Wealth Alliance LLC25,662$1,271 06/30/2020
     TOTL25,662$1,271 06/30/2020
Legacy Wealth Partners Inc.25,200$1,249 06/30/2020
     TOTL25,200$1,249 06/30/2020
J.W. Cole Advisors Inc.24,820$1,230 06/30/2020
     TOTL24,820$1,230 06/30/2020
Scotia Capital Inc.24,049$1,228 06/30/2020
     TOTL24,049$1,228 06/30/2020
Deutsche Bank AG23,376$1,158 06/30/2020
     TOTL23,376$1,158 06/30/2020
SeaBridge Investment Advisors LLC23,445$1,156 09/30/2020
     TOTL23,445$1,156 09/30/2020
All Terrain Financial Advisors LLC22,407$1,110 06/30/2020
     TOTL22,407$1,110 06/30/2020
Harvest Investment Services LLC21,857$1,083 06/30/2020
     TOTL21,857$1,083 06/30/2020
Jacobi Capital Management LLC21,786$1,079 06/30/2020
     TOTL21,786$1,079 06/30/2020
Atria Investments LLC21,724$1,076 06/30/2020
     TOTL21,724$1,076 06/30/2020
Covington Capital Management21,427$1,062 06/30/2020
     TOTL21,427$1,062 06/30/2020
Avitas Wealth Management LLC21,378$1,054 09/30/2020
     TOTL21,378$1,054 09/30/2020
Outlook Wealth Advisors LLC21,097$1,045 06/30/2020
     TOTL21,097$1,045 06/30/2020
Transamerica Financial Advisors Inc.20,325$1,008 06/30/2020
     TOTL20,325$1,008 06/30/2020
Cetera Advisors LLC19,413$962 06/30/2020
     TOTL19,413$962 06/30/2020
SNS Financial Group LLC19,132$948 06/30/2020
     TOTL19,132$948 06/30/2020
DAVENPORT & Co LLC18,835$929 09/30/2020
     TOTL18,835$929 09/30/2020
Next Capital Management LLC18,246$904 06/30/2020
     TOTL18,246$904 06/30/2020
Vantage Financial Partners Ltd. Inc.18,162$900 06/30/2020
     TOTL18,162$900 06/30/2020
Demars Financial Group LLC18,109$893 09/30/2020
     TOTL18,109$893 09/30/2020
Rockefeller Capital Management L.P.17,810$883 06/30/2020
     TOTL17,810$883 06/30/2020
Cornerstone Wealth Management LLC17,804$878 09/30/2020
     TOTL17,804$878 09/30/2020
Summit Asset Management LLC17,396$862 06/30/2020
     TOTL17,396$862 06/30/2020
Allworth Financial LP16,828$834 06/30/2020
     TOTL16,828$834 06/30/2020
Blair William & Co. IL16,731$829 06/30/2020
     TOTL16,731$829 06/30/2020
Procyon Private Wealth Partners LLC16,742$826 09/30/2020
     TOTL16,742$826 09/30/2020
Stratos Wealth Advisors LLC16,369$811 06/30/2020
     TOTL16,369$811 06/30/2020
StoneX Group Inc.16,335$809 06/30/2020
     TOTL16,335$809 06/30/2020
Truist Financial Corp16,198$803 06/30/2020
     TOTL16,198$803 06/30/2020
Aft Forsyth & Sober LLC16,150$796 09/30/2020
     TOTL16,150$796 09/30/2020
Steward Partners Investment Advisory LLC16,033$794 06/30/2020
     TOTL16,033$794 06/30/2020
IHT Wealth Management LLC16,014$793 06/30/2020
     TOTL16,014$793 06/30/2020
Thrivent Financial for Lutherans16,437$788 06/30/2020
     TOTL16,437$788 06/30/2020
NTV Asset Management LLC15,900$788 06/30/2020
     TOTL15,900$788 06/30/2020
Fernwood Investment Management LLC15,869$786 06/30/2020
     TOTL15,869$786 06/30/2020
Western Wealth Management LLC15,107$749 06/30/2020
     TOTL15,107$749 06/30/2020
Moser Wealth Advisors LLC14,141$701 06/30/2020
     TOTL14,141$701 06/30/2020
Fundamentun LLC13,681$678 06/30/2020
     TOTL13,681$678 06/30/2020
Verdence Capital Advisors LLC13,601$674 06/30/2020
     TOTL13,601$674 06/30/2020
AE Wealth Management LLC13,560$672 06/30/2020
     TOTL13,560$672 06/30/2020
Evergreen Capital Management LLC13,548$671 06/30/2020
     TOTL13,548$671 06/30/2020
Dakota Wealth Management13,058$647 06/30/2020
     TOTL13,058$647 06/30/2020
Equitable Holdings Inc.12,916$640 06/30/2020
     TOTL12,916$640 06/30/2020
Toroso Investments LLC12,855$636 06/30/2020
     TOTL12,855$636 06/30/2020
Strategic Family Wealth Counselors L.L.C.12,603$624 06/30/2020
     TOTL12,603$624 06/30/2020
Investors Financial Group LLC12,488$616 09/30/2020
     TOTL12,488$616 09/30/2020
Keybank National Association OH12,400$614 06/30/2020
     TOTL12,400$614 06/30/2020
Viridian Ria LLC12,286$609 06/30/2020
     TOTL12,286$609 06/30/2020
Maltin Wealth Management Inc.12,308$607 09/30/2020
     TOTL12,308$607 09/30/2020
Ambassador Advisors LLC12,240$606 06/30/2020
     TOTL12,240$606 06/30/2020
Albion Financial Group UT11,308$560 06/30/2020
     TOTL11,308$560 06/30/2020
Kovitz Investment Group Partners LLC11,294$560 06/30/2020
     TOTL11,294$560 06/30/2020
Samalin Investment Counsel LLC11,239$556 06/30/2020
     TOTL11,239$556 06/30/2020
Beacon Pointe Advisors LLC11,092$551 06/30/2020
     TOTL11,092$551 06/30/2020
Cetera Advisor Networks LLC10,845$537 06/30/2020
     TOTL10,845$537 06/30/2020
Proequities Inc.10,737$532 06/30/2020
     TOTL10,737$532 06/30/2020
Flagship Harbor Advisors LLC10,759$530 09/30/2020
     TOTL10,759$530 09/30/2020
Hunter Associates Investment Management LLC10,680$529 06/30/2020
     TOTL10,680$529 06/30/2020
Hummer Financial Advisory Services Inc10,700$528 09/30/2020
     TOTL10,700$528 09/30/2020
Mercer Global Advisors Inc. ADV10,554$523 06/30/2020
     TOTL10,554$523 06/30/2020
Newman Dignan & Sheerar Inc.10,502$518 09/30/2020
     TOTL10,502$518 09/30/2020
Sentinel Pension Advisors Inc.10,382$514 06/30/2020
     TOTL10,382$514 06/30/2020
David R. Rahn & Associates Inc.10,300$508 09/30/2020
     TOTL10,300$508 09/30/2020
KCS Wealth Advisory10,129$502 06/30/2020
     TOTL10,129$502 06/30/2020
Homrich & Berg9,968$494 06/30/2020
     TOTL9,968$494 06/30/2020
Integrated Wealth Concepts LLC9,569$474 06/30/2020
     TOTL9,569$474 06/30/2020
Lido Advisors LLC9,474$469 06/30/2020
     TOTL9,474$469 06/30/2020
CX Institutional9,495$468 09/30/2020
     TOTL9,495$468 09/30/2020
Susquehanna International Group LLP9,422$467 06/30/2020
     TOTL9,422$467 06/30/2020
Prime Capital Investment Advisors LLC9,385$465 06/30/2020
     TOTL9,385$465 06/30/2020
Howard Financial Services LTD.9,205$456 06/30/2020
     TOTL9,205$456 06/30/2020
Arkadios Wealth Advisors9,174$455 06/30/2020
     TOTL9,174$455 06/30/2020
GeoWealth Management LLC8,434$418 06/30/2020
     TOTL8,434$418 06/30/2020
Captrust Financial Advisors8,294$411 06/30/2020
     TOTL8,294$411 06/30/2020
Essex Financial Services Inc.8,281$410 06/30/2020
     TOTL8,281$410 06/30/2020
OLD Mission Capital LLC8,075$400 06/30/2020
     TOTL8,075$400 06/30/2020
Smart Portfolios LLC7,976$398 06/30/2020
     TOTL7,976$398 06/30/2020
Cornell Pochily Investment Advisors Inc.7,851$387 09/30/2020
     TOTL7,851$387 09/30/2020
IFP Advisors Inc7,809$387 06/30/2020
     TOTL7,809$387 06/30/2020
Institute for Wealth Management LLC.7,667$380 06/30/2020
     TOTL7,667$380 06/30/2020
Sigma Planning Corp7,330$363 06/30/2020
     TOTL7,330$363 06/30/2020
Fragasso Group Inc.7,154$357 06/30/2020
     TOTL7,154$357 06/30/2020
EPG Wealth Management LLC7,144$354 06/30/2020
     TOTL7,144$354 06/30/2020
Comerica Bank7,039$350 06/30/2020
     TOTL7,039$350 06/30/2020
Jane Street Group LLC7,041$349 06/30/2020
     TOTL7,041$349 06/30/2020
Cresset Asset Management LLC6,949$344 06/30/2020
     TOTL6,949$344 06/30/2020
Kingsview Wealth Management LLC6,870$340 06/30/2020
     TOTL6,870$340 06/30/2020
Reitz Capital Advisors LLC6,875$339 09/30/2020
     TOTL6,875$339 09/30/2020
Resources Investment Advisors LLC.6,819$336 09/30/2020
     TOTL6,819$336 09/30/2020
TD Capital Management LLC6,733$334 06/30/2020
     TOTL6,733$334 06/30/2020
Northern Oak Wealth Management Inc.6,656$330 06/30/2020
     TOTL6,656$330 06/30/2020
Wsfs Capital Management LLC6,594$327 06/30/2020
     TOTL6,594$327 06/30/2020
Capital Analysts LLC6,531$324 06/30/2020
     TOTL6,531$324 06/30/2020
Citigroup Inc.6,072$301 06/30/2020
     TOTL6,072$301 06/30/2020
Aspiriant LLC6,037$298 06/30/2020
     TOTL6,037$298 06/30/2020
Aries Wealth Management5,932$293 09/30/2020
     TOTL5,932$293 09/30/2020
Avantax Advisory Services Inc.5,864$289 09/30/2020
     TOTL5,864$289 09/30/2020
First City Capital Management Inc.5,665$281 06/30/2020
     TOTL5,665$281 06/30/2020
Frontier Wealth Management LLC5,652$280 06/30/2020
     TOTL5,652$280 06/30/2020
Rainey & Randall Investment Management Inc.5,610$276 09/30/2020
     TOTL5,610$276 09/30/2020
Wetherby Asset Management Inc.5,569$276 06/30/2020
     TOTL5,569$276 06/30/2020
Oarsman Capital Inc.5,531$274 06/30/2020
     TOTL5,531$274 06/30/2020
Ford Financial Group LLC5,488$270 09/30/2020
     TOTL5,488$270 09/30/2020
CWM LLC5,419$267 09/30/2020
     TOTL5,419$267 09/30/2020
QP Wealth Management LLC5,372$265 09/30/2020
     TOTL5,372$265 09/30/2020
Tsfg LLC5,290$261 09/30/2020
     TOTL5,290$261 09/30/2020
Ogorek Anthony Joseph NY ADV5,246$259 06/30/2020
     TOTL5,246$259 06/30/2020
Sawtooth Solutions LLC5,166$256 06/30/2020
     TOTL5,166$256 06/30/2020
First Heartland Consultants Inc.5,143$254 09/30/2020
     TOTL5,143$254 09/30/2020
Principal Financial Group Inc.5,119$254 06/30/2020
     TOTL5,119$254 06/30/2020
FAI Wealth Management5,017$248 06/30/2020
     TOTL5,017$248 06/30/2020
Oxford Financial Group Ltd.4,902$243 06/30/2020
     TOTL4,902$243 06/30/2020
Oppenheimer & Co. Inc.4,845$240 06/30/2020
     TOTL4,845$240 06/30/2020
Centaurus Financial Inc.4,712$233 06/30/2020
     TOTL4,712$233 06/30/2020
Blue Edge Capital LLC4,669$231 06/30/2020
     TOTL4,669$231 06/30/2020
Intersect Capital LLC4,617$229 06/30/2020
     TOTL4,617$229 06/30/2020
SYM FINANCIAL Corp4,535$224 09/30/2020
     TOTL4,535$224 09/30/2020
Alliance Wealth Management Group4,462$221 06/30/2020
     TOTL4,462$221 06/30/2020
Towercrest Capital Management4,462$221 06/30/2020
     TOTL4,462$221 06/30/2020
Carroll Financial Associates Inc.4,435$218 09/30/2020
     TOTL4,435$218 09/30/2020
Bay Colony Advisory Group Inc d b a Bay Colony Advisors4,096$203 06/30/2020
     TOTL4,096$203 06/30/2020
Means Investment CO. Inc.4,071$202 06/30/2020
     TOTL4,071$202 06/30/2020
NEXT Financial Group Inc3,793$187 09/30/2020
     TOTL3,793$187 09/30/2020
Pacifica Partners Inc.3,625$179 09/30/2020
     TOTL3,625$179 09/30/2020
Motco2,996$148 06/30/2020
     TOTL2,996$148 06/30/2020
Pinnacle Bank2,810$139 09/30/2020
     TOTL2,810$139 09/30/2020
Baldwin Brothers Inc. MA2,591$128 09/30/2020
     TOTL2,591$128 09/30/2020
Archer Investment Corp1,716$85 06/30/2020
     TOTL1,716$85 06/30/2020
MCF Advisors LLC1,583$78 06/30/2020
     TOTL1,583$78 06/30/2020
Proffitt & Goodson Inc.1,351$67 06/30/2020
     TOTL1,351$67 06/30/2020
Northwestern Mutual Wealth Management Co.1,230$61 06/30/2020
     TOTL1,230$61 06/30/2020
Citizens Financial Group Inc RI1,196$59 06/30/2020
     TOTL1,196$59 06/30/2020
Parallel Advisors LLC1,186$58 06/30/2020
     TOTL1,186$58 06/30/2020
Synovus Financial Corp1,129$56 06/30/2020
     TOTL1,129$56 06/30/2020
Parkside Financial Bank & Trust1,134$56 06/30/2020
     TOTL1,134$56 06/30/2020
Ancora Advisors LLC1,025$51 06/30/2020
     TOTL1,025$51 06/30/2020
Reilly Financial Advisors LLC1,000$50 06/30/2020
     TOTL1,000$50 06/30/2020
Atwood & Palmer Inc.922$46 06/30/2020
     TOTL922$46 06/30/2020
Simon Quick Advisors LLC899$45 06/30/2020
     TOTL899$45 06/30/2020
Westside Investment Management Inc.900$44 09/30/2020
     TOTL900$44 09/30/2020
Patriot Financial Group Insurance Agency LLC712$35 09/30/2020
     TOTL712$35 09/30/2020
OLD Second National Bank of Aurora574$28 06/30/2020
     TOTL574$28 06/30/2020
Quadrant Capital Group LLC555$28 06/30/2020
     TOTL555$28 06/30/2020
Tortoise Investment Management LLC550$27 06/30/2020
     TOTL550$27 06/30/2020
Semmax Financial Advisors Inc.450$22 06/30/2020
     TOTL450$22 06/30/2020
Enterprise Financial Services Corp400$20 06/30/2020
     TOTL400$20 06/30/2020
Sowell Financial Services LLC413$20 06/30/2020
     TOTL413$20 06/30/2020
Toth Financial Advisory Corp345$17 09/30/2020
     TOTL345$17 09/30/2020
Atlas Private Wealth Management326$16 06/30/2020
     TOTL326$16 06/30/2020
Atlas Private Wealth Advisors325$16 06/30/2020
     TOTL325$16 06/30/2020
American Research & Management Co.305$15 06/30/2020
     TOTL305$15 06/30/2020
Winslow Evans & Crocker Inc.280$14 09/30/2020
     TOTL280$14 09/30/2020
PNC Financial Services Group Inc.274$14 06/30/2020
     TOTL274$14 06/30/2020
Enterprise Trust & Investment Co210$10 09/30/2020
     TOTL210$10 09/30/2020
JNBA Financial Advisors200$10 06/30/2020
     TOTL200$10 06/30/2020
RPg Family Wealth Advisory LLC210$10 06/30/2020
     TOTL210$10 06/30/2020
Gradient Investments LLC151$7 09/30/2020
     TOTL151$7 09/30/2020
AdvisorNet Financial Inc120$6 06/30/2020
     TOTL120$6 06/30/2020
Private Capital Group LLC123$6 06/30/2020
     TOTL123$6 06/30/2020
Global Trust Asset Management LLC108$5 06/30/2020
     TOTL108$5 06/30/2020
FMR LLC3$0 06/30/2020
     TOTL3$0 06/30/2020
Harvest Group Wealth Management LLC18$0 06/30/2020
     TOTL18$0 06/30/2020

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

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