HoldingsChannel.com
Funds Holding USFR
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE20,810,623$521,723 06/30/2019
     USFR20,810,623$521,723 06/30/2019
Richard Bernstein Advisors LLC11,188,473$280,495 06/30/2019
     USFR11,188,473$280,495 06/30/2019
Ameriprise Financial Inc.7,011,104$175,564 06/30/2019
     USFR7,011,104$175,564 06/30/2019
Merit Financial Group LLC4,518,119$113,268 06/30/2019
     USFR4,518,119$113,268 06/30/2019
Morgan Stanley3,547,366$88,932 06/30/2019
     USFR3,547,366$88,932 06/30/2019
UBS Group AG1,875,665$47,023 06/30/2019
     USFR1,875,665$47,023 06/30/2019
Janney Capital Management LLC1,755,049$43,999 06/30/2019
     USFR1,755,049$43,999 06/30/2019
Prestige Wealth Management Group LLC1,515,255$37,988 06/30/2019
     USFR1,515,255$37,988 06/30/2019
Royal Bank of Canada1,265,536$31,727 06/30/2019
     USFR1,265,536$31,727 06/30/2019
H D Vest Advisory Services1,202,099$30,137 06/30/2019
     USFR1,202,099$30,137 06/30/2019
CWH Capital Management Inc.884,735$22,180 06/30/2019
     USFR884,735$22,180 06/30/2019
HighTower Advisors LLC817,031$20,485 06/30/2019
     USFR817,031$20,485 06/30/2019
ACG Wealth808,621$20,272 06/30/2019
     USFR808,621$20,272 06/30/2019
Wealthquest Corp741,074$18,563 09/30/2019
     USFR741,074$18,563 09/30/2019
Stratos Wealth Partners LTD.694,179$17,403 06/30/2019
     USFR694,179$17,403 06/30/2019
Enterprise Financial Services Corp656,217$16,452 06/30/2019
     USFR656,217$16,452 06/30/2019
GenTrust LLC627,692$15,736 06/30/2019
     USFR627,692$15,736 06/30/2019
Capital Planning Advisors LLC527,883$13,234 06/30/2019
     USFR527,883$13,234 06/30/2019
Roof Eidam & Maycock ADV523,490$13,124 06/30/2019
     USFR523,490$13,124 06/30/2019
Clearwater Capital Advisors LLC459,751$11,526 06/30/2019
     USFR459,751$11,526 06/30/2019
United Asset Strategies Inc.455,801$11,427 06/30/2019
     USFR455,801$11,427 06/30/2019
Private Advisor Group LLC405,353$10,162 06/30/2019
     USFR405,353$10,162 06/30/2019
Raymond James Financial Services Advisors Inc.370,854$9,297 06/30/2019
     USFR370,854$9,297 06/30/2019
LPL Financial LLC338,909$8,496 06/30/2019
     USFR338,909$8,496 06/30/2019
Jackson Wealth Management LLC301,647$7,565 06/30/2019
     USFR301,647$7,565 06/30/2019
Raymond James & Associates290,605$7,285 06/30/2019
     USFR290,605$7,285 06/30/2019
Quest Capital Management Inc. ADV290,258$7,277 06/30/2019
     USFR290,258$7,277 06/30/2019
Envestnet Asset Management Inc.271,201$6,794 09/30/2019
     USFR271,201$6,794 09/30/2019
CWM LLC261,499$6,551 09/30/2019
     USFR261,499$6,551 09/30/2019
Cornerstone Advisory LLC244,773$6,136 06/30/2019
     USFR244,773$6,136 06/30/2019
Blair William & Co. IL242,305$6,082 06/30/2019
     USFR242,305$6,082 06/30/2019
Relative Value Partners Group LLC233,444$5,852 06/30/2019
     USFR233,444$5,852 06/30/2019
Wells Fargo & Company MN201,289$5,046 06/30/2019
     USFR201,289$5,046 06/30/2019
Kayne Anderson Rudnick Investment Management LLC194,614$4,879 06/30/2019
     USFR194,614$4,879 06/30/2019
AE Wealth Management LLC172,589$4,327 06/30/2019
     USFR172,589$4,327 06/30/2019
Sawtooth Solutions LLC170,746$4,281 06/30/2019
     USFR170,746$4,281 06/30/2019
Bank of New York Mellon Corp137,212$3,440 06/30/2019
     USFR137,212$3,440 06/30/2019
Jane Street Group LLC132,929$3,333 06/30/2019
     USFR132,929$3,333 06/30/2019
RFG Advisory LLC132,217$3,322 06/30/2019
     USFR132,217$3,322 06/30/2019
Carroll Financial Associates Inc.131,247$3,287 09/30/2019
     USFR131,247$3,287 09/30/2019
PFG Advisors130,772$3,276 09/30/2019
     USFR130,772$3,276 09/30/2019
Beacon Financial Group128,767$3,226 09/30/2019
     USFR128,767$3,226 09/30/2019
Cabot Wealth Management Inc.126,731$3,177 06/30/2019
     USFR126,731$3,177 06/30/2019
Mirae Asset Global Investments Co. Ltd.103,500$2,595 06/30/2019
     USFR103,500$2,595 06/30/2019
Mercer Global Advisors Inc. ADV102,924$2,580 06/30/2019
     USFR102,924$2,580 06/30/2019
Venturi Wealth Management LLC96,011$2,407 06/30/2019
     USFR96,011$2,407 06/30/2019
Cetera Advisor Networks LLC88,577$2,216 06/30/2019
     USFR88,577$2,216 06/30/2019
Surevest Inc.79,762$1,998 09/30/2019
     USFR79,762$1,998 09/30/2019
Newport Wealth Strategies Inc.79,255$1,985 09/30/2019
     USFR79,255$1,985 09/30/2019
Nottingham Advisors Inc.77,157$1,934 09/30/2019
     USFR77,157$1,934 09/30/2019
Landaas & Co. WI ADV65,628$1,645 06/30/2019
     USFR65,628$1,645 06/30/2019
VERITY Wealth Advisors62,446$1,564 09/30/2019
     USFR62,446$1,564 09/30/2019
Investment House LLC62,179$1,559 06/30/2019
     USFR62,179$1,559 06/30/2019
Great Point Wealth Advisors LLC57,579$1,442 09/30/2019
     USFR57,579$1,442 09/30/2019
Garrison Bradford & Associates Inc.56,833$1,425 06/30/2019
     USFR56,833$1,425 06/30/2019
Magnus Financial Group LLC56,275$1,411 06/30/2019
     USFR56,275$1,411 06/30/2019
Northwest Wealth Management LLC53,958$1,353 06/30/2019
     USFR53,958$1,353 06/30/2019
Cambridge Investment Research Advisors Inc.53,911$1,352 06/30/2019
     USFR53,911$1,352 06/30/2019
Wealthsource Partners LLC52,061$1,305 06/30/2019
     USFR52,061$1,305 06/30/2019
Atria Investments LLC11,628$1,171 06/30/2019
     USFR11,628$1,171 06/30/2019
Cypress Capital Group46,300$1,159 09/30/2019
     USFR46,300$1,159 09/30/2019
Signet Financial Management LLC45,213$1,133 06/30/2019
     USFR45,213$1,133 06/30/2019
Oarsman Capital Inc.43,141$1,082 06/30/2019
     USFR43,141$1,082 06/30/2019
Advisor Group Inc.39,912$1,000 06/30/2019
     USFR39,912$1,000 06/30/2019
Advantage Investment Management LLC38,734$970 09/30/2019
     USFR38,734$970 09/30/2019
Johanson Financial Advisors Inc.37,005$928 06/30/2019
     USFR37,005$928 06/30/2019
Cetera Advisors LLC33,775$849 06/30/2019
     USFR33,775$849 06/30/2019
Barry Investment Advisors LLC32,888$825 06/30/2019
     USFR32,888$825 06/30/2019
Valtinson Bruner Financial Planning LLC30,558$765 09/30/2019
     USFR30,558$765 09/30/2019
Harbour Capital Advisors LLC27,785$697 06/30/2019
     USFR27,785$697 06/30/2019
Laurel Wealth Advisors LLC26,950$676 06/30/2019
     USFR26,950$676 06/30/2019
Wealth & Pension Services Group Inc.26,412$662 06/30/2019
     USFR26,412$662 06/30/2019
First Allied Advisory Services Inc.23,617$592 06/30/2019
     USFR23,617$592 06/30/2019
Citigroup Inc.23,229$582 06/30/2019
     USFR23,229$582 06/30/2019
Thrivent Financial for Lutherans20,493$514 06/30/2019
     USFR20,493$514 06/30/2019
Blue Edge Capital LLC20,487$514 06/30/2019
     USFR20,487$514 06/30/2019
Carlton Hofferkamp & Jenks Wealth Management LLC20,207$506 09/30/2019
     USFR20,207$506 09/30/2019
Commonwealth Equity Services LLC18,288$458 06/30/2019
     USFR18,288$458 06/30/2019
Flow Traders U.S. LLC18,106$454 06/30/2019
     USFR18,106$454 06/30/2019
MCF Advisors LLC15,407$386 09/30/2019
     USFR15,407$386 09/30/2019
Titus Wealth Management14,524$364 06/30/2019
     USFR14,524$364 06/30/2019
Shepherd Kaplan Krochuk LLC14,420$362 06/30/2019
     USFR14,420$362 06/30/2019
M&T Bank Corp13,575$340 06/30/2019
     USFR13,575$340 06/30/2019
Huber Financial Advisors LLC13,553$340 06/30/2019
     USFR13,553$340 06/30/2019
Buckingham Asset Management LLC13,400$336 06/30/2019
     USFR13,400$336 06/30/2019
Laurel Wealth Advisors Inc.13,153$330 06/30/2019
     USFR13,153$330 06/30/2019
CLS Investments LLC12,067$303 06/30/2019
     USFR12,067$303 06/30/2019
Ladenburg Thalmann Financial Services Inc.11,823$296 06/30/2019
     USFR11,823$296 06/30/2019
Vestmark Advisory Solutions Inc.11,224$281 06/30/2019
     USFR11,224$281 06/30/2019
Patriot Financial Group Insurance Agency LLC11,170$280 06/30/2019
     USFR11,170$280 06/30/2019
Weaver Consulting Group11,107$278 06/30/2019
     USFR11,107$278 06/30/2019
Suntrust Banks Inc.10,156$255 06/30/2019
     USFR10,156$255 06/30/2019
Toroso Investments LLC10,000$250 06/30/2019
     USFR10,000$250 06/30/2019
Econ Financial Services Corp9,743$244 06/30/2019
     USFR9,743$244 06/30/2019
Baird Financial Group Inc.9,680$243 06/30/2019
     USFR9,680$243 06/30/2019
Beacon Pointe Wealth Advisors LLC8,256$207 06/30/2019
     USFR8,256$207 06/30/2019
LifePlan Financial Group Inc8,133$204 09/30/2019
     USFR8,133$204 09/30/2019
Csenge Advisory Group8,158$204 06/30/2019
     USFR8,158$204 06/30/2019
San Francisco Sentry Investment Group CA7,000$175 09/30/2019
     USFR7,000$175 09/30/2019
Flagship Harbor Advisors LLC5,000$125 09/30/2019
     USFR5,000$125 09/30/2019
NEXT Financial Group Inc4,827$121 09/30/2019
     USFR4,827$121 09/30/2019
Cascade Investment Advisors Inc.4,785$120 09/30/2019
     USFR4,785$120 09/30/2019
Steward Partners Investment Advisory LLC4,615$115 06/30/2019
     USFR4,615$115 06/30/2019
Winch Advisory Services LLC4,119$103 06/30/2019
     USFR4,119$103 06/30/2019
Fortis Advisors LLC4,067$102 06/30/2019
     USFR4,067$102 06/30/2019
US Bancorp DE2,865$72 06/30/2019
     USFR2,865$72 06/30/2019
Resources Investment Advisors LLC.2,493$62 06/30/2019
     USFR2,493$62 06/30/2019
Bank of Montreal Can2,180$55 06/30/2019
     USFR2,180$55 06/30/2019
Community Bank N.A.2,040$51 06/30/2019
     USFR2,040$51 06/30/2019
Rehmann Capital Advisory Group2,025$51 06/30/2019
     USFR2,025$51 06/30/2019
M&R Capital Management Inc.2,000$50 09/30/2019
     USFR2,000$50 09/30/2019
Price Wealth Management Inc.1,787$45 06/30/2019
     USFR1,787$45 06/30/2019
AdvisorNet Financial Inc1,723$43 09/30/2019
     USFR1,723$43 09/30/2019
Mycio Wealth Partners LLC1,717$43 06/30/2019
     USFR1,717$43 06/30/2019
Institutional & Family Asset Management LLC1,483$37 06/30/2019
     USFR1,483$37 06/30/2019
Golden State Wealth Management LLC860$22 09/30/2019
     USFR860$22 09/30/2019
Bay Harbor Wealth Management LLC407$10 09/30/2019
     USFR407$10 09/30/2019
Westside Investment Management Inc.361$9 06/30/2019
     USFR361$9 06/30/2019
FMR LLC2$0 06/30/2019
     USFR2$0 06/30/2019
Proequities Inc.0$0 06/30/2019
     USFR0$0 06/30/2019

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

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