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On this page, we present all of the funds holding RWR from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding RWR, with a link to that fund's top holdings. The next columns
indicate the amount of RWR stock held by each of the funds holding RWR, followed by the RWR position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 246 funds holding RWR within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Northern Trust Corp. For more details on the positions held by Northern Trust Corp
(or by any of the other funds holding RWR), click the fund name in the "Holder" column of the funds-holding-RWR table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Northern Trust Corp | 2,705,926 | $257,929 | 12/31/2023 | RWR | 2,705,926 | $257,929 | 12/31/2023 | Charles Schwab Investment Management Inc. | 1,864,241 | $177,699 | 12/31/2023 | RWR | 1,864,241 | $177,699 | 12/31/2023 | Wells Fargo & Company MN | 733,758 | $69,942 | 12/31/2023 | RWR | 733,758 | $69,942 | 12/31/2023 | Morgan Stanley | 655,312 | $62,464 | 12/31/2023 | RWR | 655,312 | $62,464 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 453,191 | $43,198 | 12/31/2023 | RWR | 453,191 | $43,198 | 12/31/2023 | Envestnet Asset Management Inc. | 341,269 | $32,530 | 12/31/2023 | RWR | 341,269 | $32,530 | 12/31/2023 | Bank of America Corp DE | 321,069 | $30,604 | 12/31/2023 | RWR | 321,069 | $30,604 | 12/31/2023 | Truist Financial Corp | 270,133 | $25,749 | 12/31/2023 | RWR | 270,133 | $25,749 | 12/31/2023 | LPL Financial LLC | 250,299 | $23,859 | 12/31/2023 | RWR | 250,299 | $23,859 | 12/31/2023 | BlackRock Inc. | 234,927 | $22,393 | 12/31/2023 | RWR | 234,927 | $22,393 | 12/31/2023 | Goldman Sachs Group Inc. | 157,330 | $14,997 | 12/31/2023 | RWR | 157,330 | $14,997 | 12/31/2023 | Patton Fund Management Inc. | 149,882 | $14,287 | 12/31/2023 | RWR | 149,882 | $14,287 | 12/31/2023 | Creative Planning | 111,631 | $10,641 | 12/31/2023 | RWR | 111,631 | $10,641 | 12/31/2023 | Royal Bank of Canada | 107,257 | $10,223 | 12/31/2023 | RWR | 107,257 | $10,223 | 12/31/2023 | Private Advisor Group LLC | 104,236 | $9,936 | 12/31/2023 | RWR | 104,236 | $9,936 | 12/31/2023 | Capital Advisors Inc. OK | 88,042 | $8,392 | 12/31/2023 | RWR | 88,042 | $8,392 | 12/31/2023 | UBS Group AG | 87,403 | $8,331 | 12/31/2023 | RWR | 87,403 | $8,331 | 12/31/2023 | Stratos Wealth Partners LTD. | 68,532 | $6,459 | 03/31/2024 | RWR | 68,532 | $6,459 | 03/31/2024 | Ameriprise Financial Inc. | 58,781 | $6,006 | 12/31/2023 | RWR | 58,781 | $6,006 | 12/31/2023 | Citizens Financial Group Inc RI | 59,859 | $5,706 | 12/31/2023 | RWR | 59,859 | $5,706 | 12/31/2023 | Cullen Frost Bankers Inc. | 55,296 | $5,271 | 12/31/2023 | RWR | 55,296 | $5,271 | 12/31/2023 | Bank of New York Mellon Corp | 53,322 | $5,026 | 03/31/2024 | RWR | 53,322 | $5,026 | 03/31/2024 | MML Investors Services LLC | 52,124 | $4,968 | 12/31/2023 | RWR | 52,124 | $4,968 | 12/31/2023 | Commonwealth Equity Services LLC | 49,821 | $4,749 | 12/31/2023 | RWR | 49,821 | $4,749 | 12/31/2023 | Advisor Group Holdings Inc. | 43,243 | $4,126 | 12/31/2023 | RWR | 43,243 | $4,126 | 12/31/2023 | Qube Research & Technologies Ltd | 43,267 | $4,124 | 12/31/2023 | RWR | 43,267 | $4,124 | 12/31/2023 | Clearstead Advisors LLC | 43,004 | $4,099 | 12/31/2023 | RWR | 43,004 | $4,099 | 12/31/2023 | Falcon Wealth Planning | 41,244 | $3,887 | 03/31/2024 | RWR | 41,244 | $3,887 | 03/31/2024 | Assetmark Inc. | 36,632 | $3,492 | 12/31/2023 | RWR | 36,632 | $3,492 | 12/31/2023 | The PNC Financial Services Group Inc. | 35,445 | $3,379 | 12/31/2023 | RWR | 35,445 | $3,379 | 12/31/2023 | Evergreen Capital Management LLC | 35,164 | $3,352 | 12/31/2023 | RWR | 35,164 | $3,352 | 12/31/2023 | Rebalance LLC | 34,868 | $3,286 | 03/31/2024 | RWR | 34,868 | $3,286 | 03/31/2024 | JPMorgan Chase & Co. | 32,434 | $3,092 | 12/31/2023 | RWR | 32,434 | $3,092 | 12/31/2023 | Equitable Holdings Inc. | 30,074 | $2,867 | 12/31/2023 | RWR | 30,074 | $2,867 | 12/31/2023 | Smith Moore & CO. | 28,525 | $2,719 | 12/31/2023 | RWR | 28,525 | $2,719 | 12/31/2023 | Tower Research Capital LLC TRC | 27,350 | $2,607 | 12/31/2023 | RWR | 27,350 | $2,607 | 12/31/2023 | RTD Financial Advisors Inc. | 25,140 | $2,369 | 03/31/2024 | RWR | 25,140 | $2,369 | 03/31/2024 | Susquehanna International Group LLP | | $2,368 | 12/31/2023 | RWR | 27,440 | $2,616 | 12/31/2023 | Put | 4,900 | $467 | 12/31/2023 | Call | 2,300 | $219 | 12/31/2023 | Phillips Financial Management LLC | 24,595 | $2,318 | 03/31/2024 | RWR | 24,595 | $2,318 | 03/31/2024 | Pathstone Holdings LLC | 24,065 | $2,294 | 12/31/2023 | RWR | 24,065 | $2,294 | 12/31/2023 | HRT Financial LP | 21,719 | $2,070 | 12/31/2023 | RWR | 21,719 | $2,070 | 12/31/2023 | American Financial Advisors LLC | 21,899 | $2,064 | 03/31/2024 | RWR | 21,899 | $2,064 | 03/31/2024 | Kestra Advisory Services LLC | 21,097 | $2,011 | 12/31/2023 | RWR | 21,097 | $2,011 | 12/31/2023 | Flow Traders U.S. LLC | 20,766 | $1,979 | 12/31/2023 | RWR | 20,766 | $1,979 | 12/31/2023 | Aveo Capital Partners LLC | 20,464 | $1,951 | 12/31/2023 | RWR | 20,464 | $1,951 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 19,366 | $1,825 | 03/31/2024 | RWR | 19,366 | $1,825 | 03/31/2024 | Avion Wealth | 19,088 | $1,819 | 12/31/2023 | RWR | 19,088 | $1,819 | 12/31/2023 | City Holding Co. | 18,515 | $1,745 | 03/31/2024 | RWR | 18,515 | $1,745 | 03/31/2024 | M&T Bank Corp | 17,646 | $1,682 | 12/31/2023 | RWR | 17,646 | $1,682 | 12/31/2023 | Trilogy Capital Inc. | 17,693 | $1,668 | 03/31/2024 | RWR | 17,693 | $1,668 | 03/31/2024 | Geneos Wealth Management Inc. | 17,235 | $1,643 | 12/31/2023 | RWR | 17,235 | $1,643 | 12/31/2023 | Omega Financial Group LLC | 17,264 | $1,627 | 03/31/2024 | RWR | 17,264 | $1,627 | 03/31/2024 | Raymond James & Associates | 16,527 | $1,558 | 03/31/2024 | RWR | 16,527 | $1,558 | 03/31/2024 | Bank of Montreal Can | 16,136 | $1,558 | 12/31/2023 | RWR | 16,136 | $1,558 | 12/31/2023 | Destiny Capital Corp CO | 15,696 | $1,496 | 12/31/2023 | RWR | 15,696 | $1,496 | 12/31/2023 | Cerity Partners LLC | 14,941 | $1,424 | 12/31/2023 | RWR | 14,941 | $1,424 | 12/31/2023 | Osborne Partners Capital Management LLC | 14,270 | $1,345 | 03/31/2024 | RWR | 14,270 | $1,345 | 03/31/2024 | Moller Financial Services | 14,224 | $1,341 | 03/31/2024 | RWR | 14,224 | $1,341 | 03/31/2024 | Great Lakes Advisors LLC | 13,711 | $1,307 | 12/31/2023 | RWR | 13,711 | $1,307 | 12/31/2023 | HighTower Advisors LLC | 13,361 | $1,270 | 12/31/2023 | RWR | 13,361 | $1,270 | 12/31/2023 | Atlas Brown Inc. | 13,394 | $1,262 | 03/31/2024 | RWR | 13,394 | $1,262 | 03/31/2024 | Snowden Capital Advisors LLC | 12,654 | $1,206 | 12/31/2023 | RWR | 12,654 | $1,206 | 12/31/2023 | Stifel Financial Corp | 12,318 | $1,174 | 12/31/2023 | RWR | 12,318 | $1,174 | 12/31/2023 | Davidson Trust Co. | 11,999 | $1,144 | 12/31/2023 | RWR | 11,999 | $1,144 | 12/31/2023 | Yeomans Consulting Group Inc. | 11,677 | $1,113 | 12/31/2023 | RWR | 11,677 | $1,113 | 12/31/2023 | Mariner LLC | 11,575 | $1,103 | 12/31/2023 | RWR | 11,575 | $1,103 | 12/31/2023 | Bray Capital Advisors | 10,986 | $1,047 | 12/31/2023 | RWR | 10,986 | $1,047 | 12/31/2023 | Valmark Advisers Inc. | 10,869 | $1,036 | 12/31/2023 | RWR | 10,869 | $1,036 | 12/31/2023 | Smallwood Wealth Investment Management LLC | 10,538 | $993 | 03/31/2024 | RWR | 10,538 | $993 | 03/31/2024 | Savant Capital LLC | 10,258 | $978 | 12/31/2023 | RWR | 10,258 | $978 | 12/31/2023 | Bensler LLC | 9,946 | $948 | 12/31/2023 | RWR | 9,946 | $948 | 12/31/2023 | CI Private Wealth LLC | 9,823 | $936 | 12/31/2023 | RWR | 9,823 | $936 | 12/31/2023 | Brown Advisory Inc. | 9,891 | $932 | 03/31/2024 | RWR | 9,891 | $932 | 03/31/2024 | US Bancorp DE | 9,328 | $889 | 12/31/2023 | RWR | 9,328 | $889 | 12/31/2023 | Wealthcare Advisory Partners LLC | 9,387 | $885 | 03/31/2024 | RWR | 9,387 | $885 | 03/31/2024 | Gibson Capital LLC | 8,995 | $848 | 03/31/2024 | RWR | 8,995 | $848 | 03/31/2024 | Citadel Advisors LLC | | $787 | 12/31/2023 | RWR | 9,056 | $863 | 12/31/2023 | Put | 900 | $86 | 12/31/2023 | Call | 100 | $10 | 12/31/2023 | Comerica Bank | 8,069 | $769 | 12/31/2023 | RWR | 8,069 | $769 | 12/31/2023 | Worth Asset Management LLC | 7,651 | $721 | 03/31/2024 | RWR | 7,651 | $721 | 03/31/2024 | Cetera Advisor Networks LLC | 7,150 | $682 | 12/31/2023 | RWR | 7,150 | $682 | 12/31/2023 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 6,890 | $657 | 12/31/2023 | RWR | 6,890 | $657 | 12/31/2023 | Lido Advisors LLC | 6,893 | $657 | 12/31/2023 | RWR | 6,893 | $657 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 6,849 | $645 | 03/31/2024 | RWR | 6,849 | $645 | 03/31/2024 | Key Financial Inc | 6,500 | $620 | 12/31/2023 | RWR | 6,500 | $620 | 12/31/2023 | Raymond James Trust N.A. | 6,363 | $600 | 03/31/2024 | RWR | 6,363 | $600 | 03/31/2024 | Synovus Financial Corp | 6,099 | $582 | 12/31/2023 | RWR | 6,099 | $582 | 12/31/2023 | Kohmann Bosshard Financial Services LLC | 6,145 | $579 | 03/31/2024 | RWR | 6,145 | $579 | 03/31/2024 | NTV Asset Management LLC | 6,000 | $572 | 12/31/2023 | RWR | 6,000 | $572 | 12/31/2023 | CIBC Private Wealth Group LLC | 6,004 | $572 | 12/31/2023 | RWR | 6,004 | $572 | 12/31/2023 | Forum Financial Management LP | 5,979 | $570 | 12/31/2023 | RWR | 5,979 | $570 | 12/31/2023 | AWM Capital LLC | 5,970 | $563 | 03/31/2024 | RWR | 5,970 | $563 | 03/31/2024 | Summit Financial Group Inc. | 5,877 | $554 | 03/31/2024 | RWR | 5,877 | $554 | 03/31/2024 | Janney Montgomery Scott LLC | 5,528 | $527 | 12/31/2023 | RWR | 5,528 | $527 | 12/31/2023 | Lee Financial Co | 5,426 | $517 | 12/31/2023 | RWR | 5,426 | $517 | 12/31/2023 | Abbrea Capital LLC | 5,340 | $509 | 12/31/2023 | RWR | 5,340 | $509 | 12/31/2023 | TD Capital Management LLC | 5,259 | $501 | 12/31/2023 | RWR | 5,259 | $501 | 12/31/2023 | One Capital Management LLC | 5,232 | $499 | 12/31/2023 | RWR | 5,232 | $499 | 12/31/2023 | Integrated Wealth Concepts LLC | 5,176 | $493 | 12/31/2023 | RWR | 5,176 | $493 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 5,196 | $490 | 03/31/2024 | RWR | 5,196 | $490 | 03/31/2024 | ICA Group Wealth Management LLC | 5,145 | $490 | 12/31/2023 | RWR | 5,145 | $490 | 12/31/2023 | Balyasny Asset Management LLC | 5,111 | $487 | 12/31/2023 | RWR | 5,111 | $487 | 12/31/2023 | Sanibel Captiva Trust Company Inc. | 5,080 | $484 | 12/31/2023 | RWR | 5,080 | $484 | 12/31/2023 | Exencial Wealth Advisors LLC | 5,070 | $483 | 12/31/2023 | RWR | 5,070 | $483 | 12/31/2023 | KMG Fiduciary Partners LLC | 5,110 | $482 | 03/31/2024 | RWR | 5,110 | $482 | 03/31/2024 | HBK Sorce Advisory LLC | 5,029 | $479 | 12/31/2023 | RWR | 5,029 | $479 | 12/31/2023 | Etfidea LLC | 5,013 | $478 | 12/31/2023 | RWR | 5,013 | $478 | 12/31/2023 | Urban Financial Advisory Corp | 4,975 | $474 | 12/31/2023 | RWR | 4,975 | $474 | 12/31/2023 | Greenleaf Trust | 4,963 | $473 | 12/31/2023 | RWR | 4,963 | $473 | 12/31/2023 | Glenmede Trust Co. NA | 4,800 | $458 | 12/31/2023 | RWR | 4,800 | $458 | 12/31/2023 | Franklin Resources Inc. | 4,767 | $454 | 12/31/2023 | RWR | 4,767 | $454 | 12/31/2023 | Baird Financial Group Inc. | 4,673 | $445 | 12/31/2023 | RWR | 4,673 | $445 | 12/31/2023 | West Wealth Group LLC | 4,652 | $443 | 12/31/2023 | RWR | 4,652 | $443 | 12/31/2023 | Transatlantique Private Wealth LLC | 4,500 | $429 | 12/31/2023 | RWR | 4,500 | $429 | 12/31/2023 | ARK & TLK Investments LLC | 4,463 | $425 | 12/31/2023 | RWR | 4,463 | $425 | 12/31/2023 | Resources Investment Advisors LLC. | 4,363 | $416 | 12/31/2023 | RWR | 4,363 | $416 | 12/31/2023 | Financial Counselors Inc. | 4,338 | $413 | 12/31/2023 | RWR | 4,338 | $413 | 12/31/2023 | Ameritas Advisory Services LLC | 3,992 | $377 | 12/31/2023 | RWR | 3,992 | $377 | 12/31/2023 | IFP Advisors Inc | 3,889 | $371 | 12/31/2023 | RWR | 3,889 | $371 | 12/31/2023 | Moisand Fitzgerald Tamayo LLC | 3,931 | $370 | 03/31/2024 | RWR | 3,931 | $370 | 03/31/2024 | Buckingham Strategic Wealth LLC | 3,839 | $366 | 12/31/2023 | RWR | 3,839 | $366 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 3,434 | $327 | 12/31/2023 | RWR | 3,434 | $327 | 12/31/2023 | Navis Wealth Advisors LLC | 3,287 | $313 | 12/31/2023 | RWR | 3,287 | $313 | 12/31/2023 | JFS Wealth Advisors LLC | 3,266 | $311 | 12/31/2023 | RWR | 3,266 | $311 | 12/31/2023 | Cetera Investment Advisers | 3,256 | $310 | 12/31/2023 | RWR | 3,256 | $310 | 12/31/2023 | Hancock Whitney Corp | 3,213 | $306 | 12/31/2023 | RWR | 3,213 | $306 | 12/31/2023 | Deutsche Bank AG | 3,200 | $305 | 12/31/2023 | RWR | 3,200 | $305 | 12/31/2023 | Beacon Financial Group | 3,176 | $303 | 12/31/2023 | RWR | 3,176 | $303 | 12/31/2023 | Envestnet Portfolio Solutions Inc. | 3,149 | $300 | 12/31/2023 | RWR | 3,149 | $300 | 12/31/2023 | Integrated Advisors Network LLC | 3,105 | $296 | 12/31/2023 | RWR | 3,105 | $296 | 12/31/2023 | Chicago Partners Investment Group LLC | 3,333 | $295 | 03/31/2024 | RWR | 3,333 | $295 | 03/31/2024 | Kingsview Wealth Management LLC | 3,013 | $287 | 12/31/2023 | RWR | 3,013 | $287 | 12/31/2023 | Aspiriant LLC | 3,035 | $286 | 03/31/2024 | RWR | 3,035 | $286 | 03/31/2024 | United Capital Financial Advisers LLC | 2,998 | $286 | 12/31/2023 | RWR | 2,998 | $286 | 12/31/2023 | Private Ocean LLC | 3,027 | $285 | 03/31/2024 | RWR | 3,027 | $285 | 03/31/2024 | Windward Private Wealth Management Inc. | 2,994 | $285 | 12/31/2023 | RWR | 2,994 | $285 | 12/31/2023 | South State CORP. | 2,975 | $284 | 12/31/2023 | RWR | 2,975 | $284 | 12/31/2023 | Compass Ion Advisors LLC | 2,986 | $281 | 03/31/2024 | RWR | 2,986 | $281 | 03/31/2024 | Front Row Advisors LLC | 2,924 | $279 | 12/31/2023 | RWR | 2,924 | $279 | 12/31/2023 | Whittier Trust Co. of Nevada Inc. | 2,855 | $272 | 12/31/2023 | RWR | 2,855 | $272 | 12/31/2023 | Aptus Capital Advisors LLC | 2,821 | $269 | 12/31/2023 | RWR | 2,821 | $269 | 12/31/2023 | Jane Street Group LLC | 2,763 | $263 | 12/31/2023 | RWR | 2,763 | $263 | 12/31/2023 | Heartwood Wealth Advisors LLC | 2,691 | $254 | 03/31/2024 | RWR | 2,691 | $254 | 03/31/2024 | IFG Advisory LLC | 2,616 | $249 | 12/31/2023 | RWR | 2,616 | $249 | 12/31/2023 | Autumn Glory Partners LLC | 2,640 | $249 | 12/31/2023 | RWR | 2,640 | $249 | 12/31/2023 | Curran Financial Partners LLC | 2,693 | $247 | 12/31/2023 | RWR | 2,693 | $247 | 12/31/2023 | Millennium Management LLC | 2,532 | $241 | 12/31/2023 | RWR | 2,532 | $241 | 12/31/2023 | Marshall Financial Group Inc. ADV | 2,517 | $240 | 12/31/2023 | RWR | 2,517 | $240 | 12/31/2023 | Austin Private Wealth LLC | 2,594 | $237 | 03/31/2024 | RWR | 2,594 | $237 | 03/31/2024 | Ashton Thomas Private Wealth LLC | 2,469 | $233 | 03/31/2024 | RWR | 2,469 | $233 | 03/31/2024 | D. E. Shaw & Co. Inc. | 2,403 | $229 | 12/31/2023 | RWR | 2,403 | $229 | 12/31/2023 | Pictet Asset Management Holding SA | 2,400 | $229 | 12/31/2023 | RWR | 2,400 | $229 | 12/31/2023 | Huntington National Bank | 2,252 | $215 | 12/31/2023 | RWR | 2,252 | $215 | 12/31/2023 | Rossmore Private Capital | 2,245 | $214 | 12/31/2023 | RWR | 2,245 | $214 | 12/31/2023 | GYL Financial Synergies LLC | 2,245 | $214 | 12/31/2023 | RWR | 2,245 | $214 | 12/31/2023 | Collaborative Wealth Managment Inc. | 2,231 | $213 | 12/31/2023 | RWR | 2,231 | $213 | 12/31/2023 | BOKF NA | 2,199 | $210 | 12/31/2023 | RWR | 2,199 | $210 | 12/31/2023 | TIAA Trust National Association | 2,194 | $209 | 12/31/2023 | RWR | 2,194 | $209 | 12/31/2023 | Honkamp Krueger Financial Services Inc. | 2,150 | $205 | 12/31/2023 | RWR | 2,150 | $205 | 12/31/2023 | Sachetta LLC | 2,029 | $193 | 12/31/2023 | RWR | 2,029 | $193 | 12/31/2023 | Cambridge Trust Co. | 1,938 | $185 | 12/31/2023 | RWR | 1,938 | $185 | 12/31/2023 | Venturi Wealth Management LLC | 1,900 | $179 | 03/31/2024 | RWR | 1,900 | $179 | 03/31/2024 | Strengthening Families & Communities LLC | 1,583 | $151 | 12/31/2023 | RWR | 1,583 | $151 | 12/31/2023 | GWM Advisors LLC | 1,464 | $140 | 12/31/2023 | RWR | 1,464 | $140 | 12/31/2023 | Private Trust Co. NA | 1,441 | $136 | 03/31/2024 | RWR | 1,441 | $136 | 03/31/2024 | Harbour Investments Inc. | 1,363 | $130 | 12/31/2023 | RWR | 1,363 | $130 | 12/31/2023 | MTM Investment Management LLC | 1,292 | $122 | 03/31/2024 | RWR | 1,292 | $122 | 03/31/2024 | FMR LLC | 1,256 | $120 | 12/31/2023 | RWR | 1,256 | $120 | 12/31/2023 | BNP Paribas Arbitrage SA | 1,170 | $112 | 12/31/2023 | RWR | 1,170 | $112 | 12/31/2023 | Richardson Financial Services Inc. | 1,046 | $100 | 12/31/2023 | RWR | 1,046 | $100 | 12/31/2023 | Grove Bank & Trust | 1,003 | $96 | 12/31/2023 | RWR | 1,003 | $96 | 12/31/2023 | Advisory Services Network LLC | 937 | $89 | 12/31/2023 | RWR | 937 | $89 | 12/31/2023 | Provence Wealth Management Group | 928 | $88 | 12/31/2023 | RWR | 928 | $88 | 12/31/2023 | HHM Wealth Advisors LLC | 825 | $79 | 12/31/2023 | RWR | 825 | $79 | 12/31/2023 | Coston McIsaac & Partners | 813 | $76 | 03/31/2024 | RWR | 813 | $76 | 03/31/2024 | Carolinas Wealth Consulting LLC | 800 | $76 | 12/31/2023 | RWR | 800 | $76 | 12/31/2023 | Global Retirement Partners LLC | 795 | $75 | 03/31/2024 | RWR | 795 | $75 | 03/31/2024 | Citigroup Inc. | 725 | $69 | 12/31/2023 | RWR | 725 | $69 | 12/31/2023 | Pflug Koory LLC | 602 | $57 | 03/31/2024 | RWR | 602 | $57 | 03/31/2024 | Evermay Wealth Management LLC | 601 | $57 | 12/31/2023 | RWR | 601 | $57 | 12/31/2023 | Laurel Wealth Advisors LLC | 567 | $54 | 12/31/2023 | RWR | 567 | $54 | 12/31/2023 | Atlas Capital Advisors LLC | 430 | $41 | 03/31/2024 | RWR | 430 | $41 | 03/31/2024 | Cranbrook Wealth Management LLC | 385 | $36 | 03/31/2024 | RWR | 385 | $36 | 03/31/2024 | Ancora Advisors LLC | 358 | $34 | 12/31/2023 | RWR | 358 | $34 | 12/31/2023 | Farmers & Merchants Investments Inc. | 345 | $33 | 03/31/2024 | RWR | 345 | $33 | 03/31/2024 | Proequities Inc. | 345 | $33 | 12/31/2023 | RWR | 345 | $33 | 12/31/2023 | Capital Investment Advisory Services LLC | 337 | $32 | 03/31/2024 | RWR | 337 | $32 | 03/31/2024 | Mine & Arao Wealth Creation & Management LLC. | 323 | $31 | 12/31/2023 | RWR | 323 | $31 | 12/31/2023 | Principal Securities Inc. | 317 | $30 | 12/31/2023 | RWR | 317 | $30 | 12/31/2023 | Blair William & Co. IL | 317 | $30 | 12/31/2023 | RWR | 317 | $30 | 12/31/2023 | Cohen & Steers Inc. | 316 | $30 | 12/31/2023 | RWR | 316 | $30 | 12/31/2023 | Tyler Stone Wealth Management | 282 | $27 | 12/31/2023 | RWR | 282 | $27 | 12/31/2023 | Spire Wealth Management | 252 | $24 | 03/31/2024 | RWR | 252 | $24 | 03/31/2024 | Steward Partners Investment Advisory LLC | 244 | $23 | 12/31/2023 | RWR | 244 | $23 | 12/31/2023 | LGT Financial Advisors LLC | 238 | $23 | 12/31/2023 | RWR | 238 | $23 | 12/31/2023 | NBC Securities Inc. | 238 | $22 | 03/31/2024 | RWR | 238 | $22 | 03/31/2024 | Raleigh Capital Management Inc. | 218 | $21 | 12/31/2023 | RWR | 218 | $21 | 12/31/2023 | Tompkins Financial Corp | 200 | $19 | 03/31/2024 | RWR | 200 | $19 | 03/31/2024 | Duncker Streett & Co. Inc. | 200 | $19 | 03/31/2024 | RWR | 200 | $19 | 03/31/2024 | Matrix Private Capital Group LLC | 200 | $19 | 12/31/2023 | RWR | 200 | $19 | 12/31/2023 | Foster Dykema Cabot & Partners LLC | 200 | $19 | 12/31/2023 | RWR | 200 | $19 | 12/31/2023 | VitalStone Financial LLC | 191 | $18 | 12/31/2023 | RWR | 191 | $18 | 12/31/2023 | Johnson Financial Group Inc. | 165 | $16 | 12/31/2023 | RWR | 165 | $16 | 12/31/2023 | APCM Wealth Management for Individuals | 155 | $15 | 03/31/2024 | RWR | 155 | $15 | 03/31/2024 | Wetzel Investment Advisors Inc. | 156 | $13 | 03/31/2024 | RWR | 156 | $13 | 03/31/2024 | Motco | 137 | $13 | 12/31/2023 | RWR | 137 | $13 | 12/31/2023 | Founders Financial Alliance LLC | 139 | $13 | 12/31/2023 | RWR | 139 | $13 | 12/31/2023 | Larson Financial Group LLC | 124 | $12 | 12/31/2023 | RWR | 124 | $12 | 12/31/2023 | Massmutual Trust Co. FSB ADV | 118 | $11 | 03/31/2024 | RWR | 118 | $11 | 03/31/2024 | Jackson Hole Capital Partners LLC | 115 | $11 | 12/31/2023 | RWR | 115 | $11 | 12/31/2023 | EverSource Wealth Advisors LLC | 110 | $10 | 12/31/2023 | RWR | 110 | $10 | 12/31/2023 | Aberdeen Wealth Management LLC | 105 | $10 | 12/31/2023 | RWR | 105 | $10 | 12/31/2023 | Sandy Spring Bank | 99 | $9 | 12/31/2023 | RWR | 99 | $9 | 12/31/2023 | Financial Perspectives Inc | 90 | $8 | 03/31/2024 | RWR | 90 | $8 | 03/31/2024 | Thompson Siegel & Walmsley LLC | 85 | $8 | 12/31/2023 | RWR | 85 | $8 | 12/31/2023 | First Command Advisory Services Inc. | 81 | $8 | 12/31/2023 | RWR | 81 | $8 | 12/31/2023 | CWM LLC | 76 | $7 | 03/31/2024 | RWR | 76 | $7 | 03/31/2024 | EPG Wealth Management LLC | 80 | $7 | 12/31/2023 | RWR | 80 | $7 | 12/31/2023 | Allworth Financial LP | 65 | $6 | 03/31/2024 | RWR | 65 | $6 | 03/31/2024 | Parkside Financial Bank & Trust | 60 | $6 | 12/31/2023 | RWR | 60 | $6 | 12/31/2023 | FSA Wealth Management LLC | 64 | $6 | 12/31/2023 | RWR | 64 | $6 | 12/31/2023 | Rockbridge Investment Management LCC | 52 | $5 | 12/31/2023 | RWR | 52 | $5 | 12/31/2023 | Aspire Private Capital LLC | 41 | $4 | 03/31/2024 | RWR | 41 | $4 | 03/31/2024 | Investors Research Corp | 39 | $4 | 12/31/2023 | RWR | 39 | $4 | 12/31/2023 | Red Lighthouse Investment Management LLC | 41 | $4 | 12/31/2023 | RWR | 41 | $4 | 12/31/2023 | ORG Partners LLC | 41 | $4 | 12/31/2023 | RWR | 41 | $4 | 12/31/2023 | Farther Finance Advisors LLC | 41 | $4 | 12/31/2023 | RWR | 41 | $4 | 12/31/2023 | Caitlin John LLC | 40 | $4 | 12/31/2023 | RWR | 40 | $4 | 12/31/2023 | Harbor Investment Advisory LLC | 32 | $3 | 03/31/2024 | RWR | 32 | $3 | 03/31/2024 | Kayne Anderson Rudnick Investment Management LLC | 30 | $3 | 12/31/2023 | RWR | 30 | $3 | 12/31/2023 | Manchester Capital Management LLC | 35 | $3 | 12/31/2023 | RWR | 35 | $3 | 12/31/2023 | O Shaughnessy Asset Management LLC | 31 | $3 | 12/31/2023 | RWR | 31 | $3 | 12/31/2023 | Team Financial Group LLC | 33 | $3 | 12/31/2023 | RWR | 33 | $3 | 12/31/2023 | Capital Advisors Ltd. LLC | 18 | $2 | 03/31/2024 | RWR | 18 | $2 | 03/31/2024 | Red Tortoise LLC | 19 | $2 | 03/31/2024 | RWR | 19 | $2 | 03/31/2024 | Howe & Rusling Inc. | 20 | $2 | 12/31/2023 | RWR | 20 | $2 | 12/31/2023 | Creative Financial Designs Inc. ADV | 16 | $2 | 12/31/2023 | RWR | 16 | $2 | 12/31/2023 | Parallel Advisors LLC | 23 | $2 | 12/31/2023 | RWR | 23 | $2 | 12/31/2023 | Salomon & Ludwin LLC | 17 | $2 | 12/31/2023 | RWR | 17 | $2 | 12/31/2023 | Frazier Financial Advisors LLC | 17 | $2 | 12/31/2023 | RWR | 17 | $2 | 12/31/2023 | Castleview Partners LLC | 8 | $1 | 12/31/2023 | RWR | 8 | $1 | 12/31/2023 | Retirement Group LLC | 14 | $1 | 12/31/2023 | RWR | 14 | $1 | 12/31/2023 | DHJJ Financial Advisors Ltd. | 2 | $0 | 03/31/2024 | RWR | 2 | $0 | 03/31/2024 | Natixis | 1 | $0 | 12/31/2023 | RWR | 1 | $0 | 12/31/2023 | VisionPoint Advisory Group LLC | 1 | $0 | 12/31/2023 | RWR | 1 | $0 | 12/31/2023 | Guardian Wealth Advisors LLC NC | 2 | $0 | 12/31/2023 | RWR | 2 | $0 | 12/31/2023 | Covestor Ltd | 1 | $0 | 12/31/2023 | RWR | 1 | $0 | 12/31/2023 | Smartleaf Asset Management LLC | 3 | $0 | 12/31/2023 | RWR | 3 | $0 | 12/31/2023 |
See Summary: Institutional Holders of RWR
See Details: Top 10 Hedge Funds Holding RWR
Also See: RWR Holdings Changes
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