HoldingsChannel.com
Funds Holding USFR
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE5,675,202$142,504 03/31/2020
     USFR5,675,202$142,504 03/31/2020
Merit Financial Group LLC5,362,582$134,654 03/31/2020
     USFR5,362,582$134,654 03/31/2020
Morgan Stanley4,861,632$122,076 03/31/2020
     USFR4,861,632$122,076 03/31/2020
Signature Estate & Investment Advisors LLC2,798,006$70,257 03/31/2020
     USFR2,798,006$70,257 03/31/2020
UBS Group AG2,166,549$54,402 03/31/2020
     USFR2,166,549$54,402 03/31/2020
Avantax Advisory Services Inc.1,441,361$36,173 03/31/2020
     USFR1,441,361$36,173 03/31/2020
Royal Bank of Canada1,367,323$34,333 03/31/2020
     USFR1,367,323$34,333 03/31/2020
Clearwater Capital Advisors LLC1,073,839$26,964 03/31/2020
     USFR1,073,839$26,964 03/31/2020
First Heartland Consultants Inc.986,397$24,768 03/31/2020
     USFR986,397$24,768 03/31/2020
Janney Capital Management LLC947,946$23,803 03/31/2020
     USFR947,946$23,803 03/31/2020
LPL Financial LLC907,342$22,783 03/31/2020
     USFR907,342$22,783 03/31/2020
Legend Financial Advisors Inc.900,806$22,619 03/31/2020
     USFR900,806$22,619 03/31/2020
Aurora Private Wealth Inc.891,987$22,398 03/31/2020
     USFR891,987$22,398 03/31/2020
Wells Fargo & Company MN833,303$20,925 03/31/2020
     USFR833,303$20,925 03/31/2020
Raymond James & Associates712,111$17,881 03/31/2020
     USFR712,111$17,881 03/31/2020
Uniplan Investment Counsel Inc.656,659$16,488 03/31/2020
     USFR656,659$16,488 03/31/2020
Enterprise Financial Services Corp611,704$15,360 03/31/2020
     USFR611,704$15,360 03/31/2020
Bank of New York Mellon Corp611,026$15,342 03/31/2020
     USFR611,026$15,342 03/31/2020
Quest Capital Management Inc. ADV545,594$13,700 03/31/2020
     USFR545,594$13,700 03/31/2020
Steward Partners Investment Advisory LLC399,672$10,035 03/31/2020
     USFR399,672$10,035 03/31/2020
HighTower Advisors LLC389,318$9,769 03/31/2020
     USFR389,318$9,769 03/31/2020
United Asset Strategies Inc.315,641$7,926 03/31/2020
     USFR315,641$7,926 03/31/2020
Howard Capital Management Inc.295,108$7,415 03/31/2020
     USFR295,108$7,415 03/31/2020
Raymond James Financial Services Advisors Inc.284,180$7,136 03/31/2020
     USFR284,180$7,136 03/31/2020
Baird Financial Group Inc.278,866$7,002 03/31/2020
     USFR278,866$7,002 03/31/2020
Tillar Wenstrup Advisors LLC254,150$6,382 03/31/2020
     USFR254,150$6,382 03/31/2020
Blair William & Co. IL232,837$5,847 03/31/2020
     USFR232,837$5,847 03/31/2020
Richard Bernstein Advisors LLC224,536$5,638 03/31/2020
     USFR224,536$5,638 03/31/2020
First Allied Advisory Services Inc.204,306$5,130 03/31/2020
     USFR204,306$5,130 03/31/2020
Private Advisor Group LLC190,660$4,787 03/31/2020
     USFR190,660$4,787 03/31/2020
Mercer Global Advisors Inc. ADV176,002$4,420 03/31/2020
     USFR176,002$4,420 03/31/2020
RVW Wealth LLC167,875$4,215 03/31/2020
     USFR167,875$4,215 03/31/2020
Kayne Anderson Rudnick Investment Management LLC160,809$4,038 03/31/2020
     USFR160,809$4,038 03/31/2020
AE Wealth Management LLC148,569$3,731 03/31/2020
     USFR148,569$3,731 03/31/2020
Sawtooth Solutions LLC142,681$3,583 03/31/2020
     USFR142,681$3,583 03/31/2020
Jackson Wealth Management LLC132,991$3,340 03/31/2020
     USFR132,991$3,340 03/31/2020
ST Germain D J Co. Inc.130,109$3,267 03/31/2020
     USFR130,109$3,267 03/31/2020
Carroll Financial Associates Inc.129,415$3,250 06/30/2020
     USFR129,415$3,250 06/30/2020
Allianz Asset Management GmbH129,000$3,239 03/31/2020
     USFR129,000$3,239 03/31/2020
Advisor Group Holdings Inc.125,877$3,160 03/31/2020
     USFR125,877$3,160 03/31/2020
Envestnet Asset Management Inc.123,835$3,111 06/30/2020
     USFR123,835$3,111 06/30/2020
Private Wealth Strategies L.L.C.123,669$3,107 03/31/2020
     USFR123,669$3,107 03/31/2020
Newport Wealth Strategies Inc.122,974$3,087 03/31/2020
     USFR122,974$3,087 03/31/2020
Beacon Financial Group119,943$3,009 03/31/2020
     USFR119,943$3,009 03/31/2020
Argent Wealth Management LLC107,104$2,689 03/31/2020
     USFR107,104$2,689 03/31/2020
Ameriprise Financial Inc.92,872$2,663 03/31/2020
     USFR92,872$2,663 03/31/2020
Jane Street Group LLC105,714$2,654 03/31/2020
     USFR105,714$2,654 03/31/2020
Cypress Capital Group99,700$2,503 03/31/2020
     USFR99,700$2,503 03/31/2020
Stratos Wealth Partners LTD.93,116$2,338 03/31/2020
     USFR93,116$2,338 03/31/2020
Waterloo Capital L.P.92,860$2,332 03/31/2020
     USFR92,860$2,332 03/31/2020
Cambridge Investment Research Advisors Inc.92,694$2,328 03/31/2020
     USFR92,694$2,328 03/31/2020
Prudential PLC92,000$2,310 03/31/2020
     USFR92,000$2,310 03/31/2020
Fure Financial Corp89,049$2,236 03/31/2020
     USFR89,049$2,236 03/31/2020
Cabot Wealth Management Inc.87,804$2,205 03/31/2020
     USFR87,804$2,205 03/31/2020
Garrison Bradford & Associates Inc.87,337$2,193 03/31/2020
     USFR87,337$2,193 03/31/2020
Citigroup Inc.83,409$2,094 03/31/2020
     USFR83,409$2,094 03/31/2020
Ameritas Investment Company LLC77,539$1,945 03/31/2020
     USFR77,539$1,945 03/31/2020
Citadel Advisors LLC70,959$1,782 03/31/2020
     USFR70,959$1,782 03/31/2020
Laurel Wealth Advisors Inc.67,142$1,686 03/31/2020
     USFR67,142$1,686 03/31/2020
Truist Financial Corp61,476$1,544 03/31/2020
     USFR61,476$1,544 03/31/2020
Magnus Financial Group LLC60,577$1,521 03/31/2020
     USFR60,577$1,521 03/31/2020
Roof Eidam & Maycock ADV58,406$1,467 03/31/2020
     USFR58,406$1,467 03/31/2020
CWH Capital Management Inc.58,336$1,465 03/31/2020
     USFR58,336$1,465 03/31/2020
Investment House LLC55,427$1,392 03/31/2020
     USFR55,427$1,392 03/31/2020
DAVENPORT & Co LLC54,600$1,371 03/31/2020
     USFR54,600$1,371 03/31/2020
PFG Advisors53,981$1,356 03/31/2020
     USFR53,981$1,356 03/31/2020
Surevest LLC53,650$1,347 03/31/2020
     USFR53,650$1,347 03/31/2020
Cypress Capital Management LLC WY 53,500$1,343 03/31/2020
     USFR53,500$1,343 03/31/2020
Sowell Financial Services LLC52,665$1,322 03/31/2020
     USFR52,665$1,322 03/31/2020
Venturi Wealth Management LLC49,759$1,249 03/31/2020
     USFR49,759$1,249 03/31/2020
Savant Capital LLC48,852$1,227 03/31/2020
     USFR48,852$1,227 03/31/2020
Huber Financial Advisors LLC48,852$1,227 03/31/2020
     USFR48,852$1,227 03/31/2020
Oarsman Capital Inc.41,907$1,052 03/31/2020
     USFR41,907$1,052 03/31/2020
Old North State Trust LLC39,347$988 03/31/2020
     USFR39,347$988 03/31/2020
VERITY Wealth Advisors38,228$960 03/31/2020
     USFR38,228$960 03/31/2020
Barry Investment Advisors LLC34,991$879 03/31/2020
     USFR34,991$879 03/31/2020
Nottingham Advisors Inc.32,584$818 03/31/2020
     USFR32,584$818 03/31/2020
Laurel Wealth Advisors LLC31,610$794 03/31/2020
     USFR31,610$794 03/31/2020
Harbour Capital Advisors LLC30,623$769 03/31/2020
     USFR30,623$769 03/31/2020
Cetera Advisor Networks LLC29,731$747 03/31/2020
     USFR29,731$747 03/31/2020
Valtinson Bruner Financial Planning LLC28,412$713 03/31/2020
     USFR28,412$713 03/31/2020
Townsend Asset Management Corp NC ADV27,106$681 03/31/2020
     USFR27,106$681 03/31/2020
Cetera Advisors LLC25,799$648 03/31/2020
     USFR25,799$648 03/31/2020
Deutsche Bank AG24,521$616 03/31/2020
     USFR24,521$616 03/31/2020
Signet Financial Management LLC22,555$566 03/31/2020
     USFR22,555$566 03/31/2020
Northwest Wealth Management LLC21,851$549 03/31/2020
     USFR21,851$549 03/31/2020
Carlton Hofferkamp & Jenks Wealth Management LLC20,296$510 03/31/2020
     USFR20,296$510 03/31/2020
Shepherd Kaplan Krochuk LLC19,670$494 03/31/2020
     USFR19,670$494 03/31/2020
Stifel Financial Corp18,850$474 03/31/2020
     USFR18,850$474 03/31/2020
Fifth Third Bancorp18,008$452 03/31/2020
     USFR18,008$452 03/31/2020
Commonwealth Equity Services LLC17,689$444 03/31/2020
     USFR17,689$444 03/31/2020
Windsor Group LTD17,309$435 06/30/2020
     USFR17,309$435 06/30/2020
Great Point Wealth Advisors LLC15,118$379 03/31/2020
     USFR15,118$379 03/31/2020
MCF Advisors LLC14,848$373 03/31/2020
     USFR14,848$373 03/31/2020
Titus Wealth Management14,725$370 03/31/2020
     USFR14,725$370 03/31/2020
Lee Financial Group Hawaii Inc.14,547$365 03/31/2020
     USFR14,547$365 03/31/2020
Brookstone Capital Management14,188$356 03/31/2020
     USFR14,188$356 03/31/2020
Capital Planning Advisors LLC14,021$352 03/31/2020
     USFR14,021$352 03/31/2020
GenTrust LLC13,929$350 03/31/2020
     USFR13,929$350 03/31/2020
Patriot Financial Group Insurance Agency LLC13,746$345 03/31/2020
     USFR13,746$345 03/31/2020
Ameraudi Asset Management Inc.13,000$326 03/31/2020
     USFR13,000$326 03/31/2020
Integrated Advisors Network LLC12,650$318 03/31/2020
     USFR12,650$318 03/31/2020
EPG Wealth Management LLC12,292$309 03/31/2020
     USFR12,292$309 03/31/2020
Pinnacle Associates Ltd.12,245$307 03/31/2020
     USFR12,245$307 03/31/2020
Pinnacle Wealth Management Advisory Group LLC12,245$307 03/31/2020
     USFR12,245$307 03/31/2020
CLS Investments LLC12,067$303 03/31/2020
     USFR12,067$303 03/31/2020
RFG Advisory LLC11,712$294 03/31/2020
     USFR11,712$294 03/31/2020
Madison Wealth Management11,600$291 03/31/2020
     USFR11,600$291 03/31/2020
Prestige Wealth Management Group LLC10,365$260 03/31/2020
     USFR10,365$260 03/31/2020
Flagship Harbor Advisors LLC9,900$249 03/31/2020
     USFR9,900$249 03/31/2020
SkyOak Wealth LLC9,455$237 03/31/2020
     USFR9,455$237 03/31/2020
CWM LLC8,982$226 03/31/2020
     USFR8,982$226 03/31/2020
Janney Montgomery Scott LLC8,698$218 03/31/2020
     USFR8,698$218 03/31/2020
New England Investment & Retirement Group Inc.8,673$218 03/31/2020
     USFR8,673$218 03/31/2020
Susquehanna International Group LLP8,040$202 03/31/2020
     USFR8,040$202 03/31/2020
J.W. Cole Advisors Inc.7,980$200 03/31/2020
     USFR7,980$200 03/31/2020
San Francisco Sentry Investment Group CA7,000$176 03/31/2020
     USFR7,000$176 03/31/2020
Global Retirement Partners LLC6,500$163 03/31/2020
     USFR6,500$163 03/31/2020
LifePlan Financial Group Inc6,295$158 03/31/2020
     USFR6,295$158 03/31/2020
Valeo Financial Advisors LLC5,808$146 03/31/2020
     USFR5,808$146 03/31/2020
Cascade Investment Advisors Inc.4,920$124 03/31/2020
     USFR4,920$124 03/31/2020
Winch Advisory Services LLC4,076$102 03/31/2020
     USFR4,076$102 03/31/2020
NEXT Financial Group Inc4,031$101 03/31/2020
     USFR4,031$101 03/31/2020
US Bancorp DE2,865$72 03/31/2020
     USFR2,865$72 03/31/2020
Arkadios Wealth Advisors2,468$62 03/31/2020
     USFR2,468$62 03/31/2020
M&R Capital Management Inc.2,000$50 06/30/2020
     USFR2,000$50 06/30/2020
Aptus Capital Advisors LLC1,990$49 03/31/2020
     USFR1,990$49 03/31/2020
Verus Capital Partners LLC1,500$38 03/31/2020
     USFR1,500$38 03/31/2020
Lloyd Advisory Services LLC.1,392$35 03/31/2020
     USFR1,392$35 03/31/2020
Weaver Consulting Group1,180$30 03/31/2020
     USFR1,180$30 03/31/2020
Parallel Advisors LLC1,057$26 03/31/2020
     USFR1,057$26 03/31/2020
Bank of Montreal Can1,009$25 03/31/2020
     USFR1,009$25 03/31/2020
Focused Wealth Management Inc950$24 03/31/2020
     USFR950$24 03/31/2020
Bay Harbor Wealth Management LLC407$10 03/31/2020
     USFR407$10 03/31/2020
Private Capital Group LLC331$8 03/31/2020
     USFR331$8 03/31/2020
AdvisorNet Financial Inc278$7 03/31/2020
     USFR278$7 03/31/2020
Northwestern Mutual Wealth Management Co.213$5 03/31/2020
     USFR213$5 03/31/2020
Reilly Financial Advisors LLC202$5 03/31/2020
     USFR202$5 03/31/2020
Harwood Advisory Group LLC189$4 03/31/2020
     USFR189$4 03/31/2020
FMR LLC128$3 03/31/2020
     USFR128$3 03/31/2020
Sonora Investment Management LLC65$2 03/31/2020
     USFR65$2 03/31/2020
Proequities Inc.0$0 03/31/2020
     USFR0$0 03/31/2020
IFP Advisors Inc0$0 03/31/2020
     USFR0$0 03/31/2020

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

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