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Institutions Holding HFSI (68 holders)

68 institutions currently hold HFSI, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
New England Capital Financial Advisors LLC$88.4M24.19%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$73.7M0.05%
Hartford Funds Management Co LLC$53.4M4.63%
BANK OF AMERICA CORP /DE/$42.4M0.00%
RAYMOND JAMES FINANCIAL INC$41.3M0.01%
BENJAMIN EDWARDS INC$33.7M0.34%
Retirement Management Systems Inc.$25.1M6.05%
Modern Wealth Management, LLC$24.6M0.42%
Bleakley Financial Group, LLC$21.3M0.33%
Wealthspire Retirement, LLC$20.9M1.25%
OSAIC HOLDINGS, INC.$16.1M0.02%
Centric Wealth Management$14.4M2.88%
ROYAL BANK OF CANADA$13.4M0.00%
ENVESTNET ASSET MANAGEMENT INC$11.9M0.00%
Live Oak Investment Partners$8.9M5.24%
STIFEL FINANCIAL CORP$8.3M0.01%
Mutual Advisors, LLC$7.7M0.17%
CITIZENS FINANCIAL GROUP INC/RI$7.5M0.11%
MGO ONE SEVEN LLC$7.3M0.15%
WNY Asset Management, LLC$6.3M0.65%
COMMONWEALTH EQUITY SERVICES, LLC$5.7M0.01%
TRUIST FINANCIAL CORP$5.6M0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$5.6M0.01%
JONES FINANCIAL COMPANIES LLLP$5.2M0.00%
Sanctuary Advisors, LLC$4.7M0.03%
Retirement Planning Group, LLC$4.2M0.13%
Summit Financial, LLC$4.1M0.05%
Sonoma Allocations LLC$3.2M1.12%
CORE WEALTH ADVISORS, LLC$2.9M2.26%
Cambridge Investment Research Advisors, Inc.$2.7M0.01%
Strategic Blueprint, LLC$2.5M0.14%
CARY STREET PARTNERS FINANCIAL LLC$2.3M0.06%
JPMORGAN CHASE & CO$2.0M0.00%
Kovack Advisors, Inc.$1.7M0.09%
&PARTNERS$1.4M0.01%
LIBERTY ONE INVESTMENT MANAGEMENT, LLC$1.2M0.12%
Steward Partners Investment Advisory, LLC$1.1M0.01%
Hobart Private Capital, LLC$925.9K0.18%
Gateway Wealth Partners, LLC$866.3K0.03%
Marks Group Wealth Management, Inc$818.7K0.08%
NATIXIS ADVISORS, LLC$789.0K0.00%
MML INVESTORS SERVICES, LLC$778.7K0.00%
Arkadios Wealth Advisors$744.4K0.01%
Mariner, LLC$730.4K0.00%
AdvisorNet Financial, Inc$665.2K0.03%
SURIENCE PRIVATE WEALTH LLC$623.7K0.67%
Cetera Investment Advisers$605.0K0.00%
Destiny Capital Corp/CO$597.6K0.32%
UPTICK PARTNERS, LLC$549.2K0.11%
HARBOUR INVESTMENTS, INC.$469.4K0.01%
Concurrent Investment Advisors, LLC$355.2K0.00%
Meridian Financial Advisors, LLC$345.5K0.19%
Bright Futures Wealth Management, LLC.$312.6K0.21%
Cypress Wealth Services, LLC$300.8K0.04%
Coquina Private Wealth LLC$276.0K0.22%
Capital Investment Advisory Services, LLC$265.9K0.02%
Stonebridge Financial Group, LLC / MO$238.0K0.20%
ALEXANDER LABRUNERIE & CO., INC.$228.2K0.09%
GOLDMAN SACHS GROUP INC$225.7K0.00%
Capital Analysts, LLC$181.0K0.00%
Wealth Enhancement Trust Services, Inc.$162.2K0.02%
Geneos Wealth Management Inc.$73.0K0.00%
IFP Advisors, Inc$62.6K0.00%
Ascentis Independent Advisors$35.0K0.00%
Bogart Wealth, LLC$24.8K0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$18.4K0.00%
Farther Finance Advisors, LLC$11.0K0.00%
MORGAN STANLEY$4.3K0.00%
Institutions Holding HFSI (68 holders) | AlphaSMO