HoldingsChannel.com
Funds Holding IBDL
HolderAmountPosition Size
($ in 1000's)
 As of
UBS Group AG3,252,657$82,292 12/31/2019
     IBDL3,252,657$82,292 12/31/2019
Bank of America Corp DE2,907,282$73,554 12/31/2019
     IBDL2,907,282$73,554 12/31/2019
Argent Wealth Management LLC1,707,416$43,198 12/31/2019
     IBDL1,707,416$43,198 12/31/2019
Morgan Stanley1,621,838$41,032 12/31/2019
     IBDL1,621,838$41,032 12/31/2019
US Bancorp DE1,382,454$34,976 12/31/2019
     IBDL1,382,454$34,976 12/31/2019
Raymond James & Associates1,165,971$29,499 12/31/2019
     IBDL1,165,971$29,499 12/31/2019
Wells Fargo & Company MN1,144,168$28,948 12/31/2019
     IBDL1,144,168$28,948 12/31/2019
Gradient Investments LLC1,003,114$25,379 12/31/2019
     IBDL1,003,114$25,379 12/31/2019
Relative Value Partners Group LLC999,428$25,286 12/31/2019
     IBDL999,428$25,286 12/31/2019
Truist Financial Corp964,921$24,413 12/31/2019
     IBDL964,921$24,413 12/31/2019
Aptus Capital Advisors LLC954,797$24,156 12/31/2019
     IBDL954,797$24,156 12/31/2019
CORDA Investment Management LLC.929,768$23,523 12/31/2019
     IBDL929,768$23,523 12/31/2019
LPL Financial LLC886,765$22,435 12/31/2019
     IBDL886,765$22,435 12/31/2019
Ameriprise Financial Inc.794,964$20,114 12/31/2019
     IBDL794,964$20,114 12/31/2019
Fragasso Group Inc.755,181$19,106 12/31/2019
     IBDL755,181$19,106 12/31/2019
Brandywine Oak Private Wealth LLC622,090$15,738 12/31/2019
     IBDL622,090$15,738 12/31/2019
Merit Financial Group LLC586,313$14,834 12/31/2019
     IBDL586,313$14,834 12/31/2019
MV Capital Management Inc.549,765$13,909 12/31/2019
     IBDL549,765$13,909 12/31/2019
Sigma Investment Counselors Inc.526,530$13,321 12/31/2019
     IBDL526,530$13,321 12/31/2019
Northwestern Mutual Wealth Management Co.512,329$12,962 12/31/2019
     IBDL512,329$12,962 12/31/2019
Raymond James Financial Services Advisors Inc.489,039$12,373 12/31/2019
     IBDL489,039$12,373 12/31/2019
Royal Bank of Canada455,686$11,530 12/31/2019
     IBDL455,686$11,530 12/31/2019
HighTower Advisors LLC436,398$11,043 12/31/2019
     IBDL436,398$11,043 12/31/2019
Tlwm426,233$10,787 12/31/2019
     IBDL426,233$10,787 12/31/2019
RVW Wealth LLC425,771$10,772 12/31/2019
     IBDL425,771$10,772 12/31/2019
Tillar Wenstrup Advisors LLC423,434$10,713 12/31/2019
     IBDL423,434$10,713 12/31/2019
Stratos Wealth Partners LTD.407,251$10,303 12/31/2019
     IBDL407,251$10,303 12/31/2019
Stifel Financial Corp309,279$7,827 12/31/2019
     IBDL309,279$7,827 12/31/2019
EP Wealth Advisors LLC295,511$7,476 12/31/2019
     IBDL295,511$7,476 12/31/2019
Private Advisor Group LLC294,608$7,454 12/31/2019
     IBDL294,608$7,454 12/31/2019
Benjamin F. Edwards & Company Inc.228,592$5,783 12/31/2019
     IBDL228,592$5,783 12/31/2019
Leavell Investment Management Inc.216,253$5,471 12/31/2019
     IBDL216,253$5,471 12/31/2019
GWM Advisors LLC215,959$5,463 12/31/2019
     IBDL215,959$5,463 12/31/2019
United Capital Financial Advisers LLC211,553$5,352 12/31/2019
     IBDL211,553$5,352 12/31/2019
Envestnet Asset Management Inc.190,538$4,821 12/31/2019
     IBDL190,538$4,821 12/31/2019
Day & Ennis LLC188,334$4,765 12/31/2019
     IBDL188,334$4,765 12/31/2019
Asset Dedication LLC169,430$4,288 12/31/2019
     IBDL169,430$4,288 12/31/2019
Sunbelt Securities Inc.585$3,700 12/31/2019
     IBDL585$3,700 12/31/2019
Northstar Group Inc.144,455$3,654 12/31/2019
     IBDL144,455$3,654 12/31/2019
Sound View Wealth Advisors Group LLC135,944$3,439 12/31/2019
     IBDL135,944$3,439 12/31/2019
Mariner LLC133,514$3,378 12/31/2019
     IBDL133,514$3,378 12/31/2019
Captrust Financial Advisors131,613$3,327 12/31/2019
     IBDL131,613$3,327 12/31/2019
Houlihan Financial Resource Group Ltd.122,637$3,103 12/31/2019
     IBDL122,637$3,103 12/31/2019
Cliftonlarsonallen Wealth Advisors LLC121,769$3,081 12/31/2019
     IBDL121,769$3,081 12/31/2019
Lutz Financial Services LLC116,696$2,952 12/31/2019
     IBDL116,696$2,952 12/31/2019
Commonwealth Equity Services LLC111,298$2,815 12/31/2019
     IBDL111,298$2,815 12/31/2019
LifeSteps Financial Inc.105,997$2,682 12/31/2019
     IBDL105,997$2,682 12/31/2019
Guidance Point Advisors LLC105,997$2,681 12/31/2019
     IBDL105,997$2,681 12/31/2019
Venture Visionary Partners LLC104,246$2,637 12/31/2019
     IBDL104,246$2,637 12/31/2019
Lyell Wealth Management LP102,739$2,599 12/31/2019
     IBDL102,739$2,599 12/31/2019
Eqis Capital Management Inc.97,581$2,469 12/31/2019
     IBDL97,581$2,469 12/31/2019
Krilogy Financial LLC96,301$2,436 12/31/2019
     IBDL96,301$2,436 12/31/2019
Integrated Advisors Network LLC95,541$2,417 12/31/2019
     IBDL95,541$2,417 12/31/2019
Beacon Pointe Advisors LLC93,568$2,363 12/31/2019
     IBDL93,568$2,363 12/31/2019
Beacon Pointe Wealth Advisors LLC91,245$2,311 12/31/2019
     IBDL91,245$2,311 12/31/2019
Advisor Group Inc.85,825$2,171 12/31/2019
     IBDL85,825$2,171 12/31/2019
Ibex Wealth Advisors81,329$2,058 12/31/2019
     IBDL81,329$2,058 12/31/2019
Sandy Spring Bank74,190$1,877 12/31/2019
     IBDL74,190$1,877 12/31/2019
Janney Montgomery Scott LLC65,335$1,653 12/31/2019
     IBDL65,335$1,653 12/31/2019
MCF Advisors LLC63,885$1,616 12/31/2019
     IBDL63,885$1,616 12/31/2019
Actinver Wealth Management Inc.62,913$1,592 12/31/2019
     IBDL62,913$1,592 12/31/2019
Peloton Wealth Strategists60,500$1,531 12/31/2019
     IBDL60,500$1,531 12/31/2019
American Family Insurance Mutual Holding Co59,231$1,499 12/31/2019
     IBDL59,231$1,499 12/31/2019
First Fiduciary Investment Counsel Inc.59,150$1,496 12/31/2019
     IBDL59,150$1,496 12/31/2019
Resonant Capital Advisors LLC58,692$1,485 12/31/2019
     IBDL58,692$1,485 12/31/2019
Ladenburg Thalmann Financial Services Inc.57,856$1,462 12/31/2019
     IBDL57,856$1,462 12/31/2019
Eldridge Investment Advisors Inc.55,150$1,395 12/31/2019
     IBDL55,150$1,395 12/31/2019
Kathmere Capital Management LLC54,673$1,383 12/31/2019
     IBDL54,673$1,383 12/31/2019
Laurel Wealth Advisors LLC52,650$1,332 12/31/2019
     IBDL52,650$1,332 12/31/2019
Capital One National Association51,782$1,310 12/31/2019
     IBDL51,782$1,310 12/31/2019
J. L. Bainbridge & Co. Inc.51,676$1,307 12/31/2019
     IBDL51,676$1,307 12/31/2019
Independent Advisor Alliance51,537$1,304 12/31/2019
     IBDL51,537$1,304 12/31/2019
Capital Investment Advisors LLC50,560$1,279 12/31/2019
     IBDL50,560$1,279 12/31/2019
Timber Creek Capital Management LLC49,772$1,259 12/31/2019
     IBDL49,772$1,259 12/31/2019
Princeton Global Asset Management LLC49,284$1,247 12/31/2019
     IBDL49,284$1,247 12/31/2019
AlphaMark Advisors LLC48,223$1,220 12/31/2019
     IBDL48,223$1,220 12/31/2019
Fieldpoint Private Securities LLC46,750$1,183 12/31/2019
     IBDL46,750$1,183 12/31/2019
Bainco International Investors46,114$1,167 12/31/2019
     IBDL46,114$1,167 12/31/2019
Exchange Capital Management Inc.43,445$1,099 12/31/2019
     IBDL43,445$1,099 12/31/2019
Bank of New York Mellon Corp39,640$1,003 12/31/2019
     IBDL39,640$1,003 12/31/2019
Bellecapital International Ltd.37,061$938 12/31/2019
     IBDL37,061$938 12/31/2019
IMA Wealth Inc.35,140$889 12/31/2019
     IBDL35,140$889 12/31/2019
Archford Capital Strategies LLC35,069$887 12/31/2019
     IBDL35,069$887 12/31/2019
Cambridge Investment Research Advisors Inc.35,016$886 12/31/2019
     IBDL35,016$886 12/31/2019
Vivaldi Capital Management LLC33,731$853 12/31/2019
     IBDL33,731$853 12/31/2019
Stokes Family Office LLC33,000$835 12/31/2019
     IBDL33,000$835 12/31/2019
D.A. Davidson & CO.32,539$823 12/31/2019
     IBDL32,539$823 12/31/2019
InterOcean Capital LLC31,675$801 12/31/2019
     IBDL31,675$801 12/31/2019
Comprehensive Portfolio Management LLC31,525$798 12/31/2019
     IBDL31,525$798 12/31/2019
Mercer Global Advisors Inc. ADV26,395$668 12/31/2019
     IBDL26,395$668 12/31/2019
BerganKDV Wealth Management LLC24,423$618 12/31/2019
     IBDL24,423$618 12/31/2019
Capital Financial Planning LLC23,641$598 12/31/2019
     IBDL23,641$598 12/31/2019
Aft Forsyth & Company Inc.23,500$595 12/31/2019
     IBDL23,500$595 12/31/2019
HM Payson & Co.23,450$593 12/31/2019
     IBDL23,450$593 12/31/2019
Quest Capital Management Inc. ADV23,289$589 12/31/2019
     IBDL23,289$589 12/31/2019
Strategic Wealth Partners Group LLC23,225$588 12/31/2019
     IBDL23,225$588 12/31/2019
Madden Advisory Services Inc.20,594$521 12/31/2019
     IBDL20,594$521 12/31/2019
MML Investors Services LLC19,030$481 12/31/2019
     IBDL19,030$481 12/31/2019
Pinnacle Bank19,029$481 12/31/2019
     IBDL19,029$481 12/31/2019
Brookstone Capital Management18,140$459 12/31/2019
     IBDL18,140$459 12/31/2019
Covington Investment Advisors Inc.17,893$453 12/31/2019
     IBDL17,893$453 12/31/2019
Courier Capital LLC17,440$441 12/31/2019
     IBDL17,440$441 12/31/2019
MONECO Advisors LLC17,400$441 12/31/2019
     IBDL17,400$441 12/31/2019
Cypress Wealth Services LLC16,876$427 12/31/2019
     IBDL16,876$427 12/31/2019
Bridgeworth LLC16,068$407 12/31/2019
     IBDL16,068$407 12/31/2019
Asset Planning Services Ltd.16,079$407 12/31/2019
     IBDL16,079$407 12/31/2019
Jane Street Group LLC14,967$379 12/31/2019
     IBDL14,967$379 12/31/2019
Smith Moore & CO.14,380$364 12/31/2019
     IBDL14,380$364 12/31/2019
Carnegie Capital Asset Management LLC14,262$361 12/31/2019
     IBDL14,262$361 12/31/2019
Chesley Taft & Associates LLC13,675$346 12/31/2019
     IBDL13,675$346 12/31/2019
PNC Financial Services Group Inc.12,495$316 12/31/2019
     IBDL12,495$316 12/31/2019
CENTRAL TRUST Co12,316$311 12/31/2019
     IBDL12,316$311 12/31/2019
CLARET ASSET MANAGEMENT Corp12,000$304 12/31/2019
     IBDL12,000$304 12/31/2019
Trust Co. of Virginia VA11,935$302 12/31/2019
     IBDL11,935$302 12/31/2019
Bramshill Investments LLC11,838$300 12/31/2019
     IBDL11,838$300 12/31/2019
Wolverine Trading LLC11,806$298 12/31/2019
     IBDL11,806$298 12/31/2019
IFG Advisory LLC11,479$290 12/31/2019
     IBDL11,479$290 12/31/2019
BKD Wealth Advisors LLC11,392$288 12/31/2019
     IBDL11,392$288 12/31/2019
RDL Financial Inc.11,382$288 12/31/2019
     IBDL11,382$288 12/31/2019
Baird Financial Group Inc.10,665$270 12/31/2019
     IBDL10,665$270 12/31/2019
Cibc Bank USA10,488$265 12/31/2019
     IBDL10,488$265 12/31/2019
AlphaCore Capital LLC10,423$264 12/31/2019
     IBDL10,423$264 12/31/2019
Valeo Financial Advisors LLC10,152$257 12/31/2019
     IBDL10,152$257 12/31/2019
Ancora Advisors LLC10,000$253 12/31/2019
     IBDL10,000$253 12/31/2019
Raymond James Trust N.A.9,883$250 12/31/2019
     IBDL9,883$250 12/31/2019
Roble Belko & Company Inc9,884$250 12/31/2019
     IBDL9,884$250 12/31/2019
Vicus Capital9,789$248 12/31/2019
     IBDL9,789$248 12/31/2019
Pineno Levin & Ford Asset Management Inc.9,752$247 12/31/2019
     IBDL9,752$247 12/31/2019
Country Club Trust Company n.a.9,420$238 12/31/2019
     IBDL9,420$238 12/31/2019
Kovack Advisors Inc.9,328$236 12/31/2019
     IBDL9,328$236 12/31/2019
Thrivent Financial for Lutherans8,443$214 12/31/2019
     IBDL8,443$214 12/31/2019
Cetera Advisor Networks LLC7,996$202 12/31/2019
     IBDL7,996$202 12/31/2019
Sowa Financial Group Inc.7,704$195 12/31/2019
     IBDL7,704$195 12/31/2019
Private Capital Group LLC7,640$193 12/31/2019
     IBDL7,640$193 12/31/2019
NEXT Financial Group Inc6,747$171 12/31/2019
     IBDL6,747$171 12/31/2019
Norway Savings Bank6,505$165 12/31/2019
     IBDL6,505$165 12/31/2019
Front Row Advisors LLC4,990$126 12/31/2019
     IBDL4,990$126 12/31/2019
Ameritas Investment Company LLC4,837$122 12/31/2019
     IBDL4,837$122 12/31/2019
JPMorgan Chase & Co.3,700$94 12/31/2019
     IBDL3,700$94 12/31/2019
Parallel Advisors LLC3,347$85 12/31/2019
     IBDL3,347$85 12/31/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC2,950$74 03/31/2020
     IBDL2,950$74 03/31/2020
Proequities Inc.2,931$74 12/31/2019
     IBDL2,931$74 12/31/2019
Benjamin Edwards Inc.2,722$69 12/31/2019
     IBDL2,722$69 12/31/2019
Coastal Capital Group Inc.2,739$69 12/31/2019
     IBDL2,739$69 12/31/2019
Optimum Investment Advisors2,481$63 12/31/2019
     IBDL2,481$63 12/31/2019
Flagship Harbor Advisors LLC2,400$61 12/31/2019
     IBDL2,400$61 12/31/2019
Valley National Advisers Inc.2,095$53 12/31/2019
     IBDL2,095$53 12/31/2019
Baldwin Brothers Inc. MA1,995$50 12/31/2019
     IBDL1,995$50 12/31/2019
TD Capital Management LLC1,990$50 12/31/2019
     IBDL1,990$50 12/31/2019
AdvisorNet Financial Inc1,915$48 12/31/2019
     IBDL1,915$48 12/31/2019
Stonebridge Capital Advisors LLC1,900$48 12/31/2019
     IBDL1,900$48 12/31/2019
Advisory Services Network LLC1,807$46 12/31/2019
     IBDL1,807$46 12/31/2019
Meridian Wealth Partners LLC1,707$43 12/31/2019
     IBDL1,707$43 12/31/2019
Financial Advisory Service Inc.1,559$39 12/31/2019
     IBDL1,559$39 12/31/2019
Global Retirement Partners LLC1,194$30 12/31/2019
     IBDL1,194$30 12/31/2019
BDO Wealth Advisors LLC1,154$29 12/31/2019
     IBDL1,154$29 12/31/2019
Deutsche Bank AG1,139$28 12/31/2019
     IBDL1,139$28 12/31/2019
Mycio Wealth Partners LLC1,000$25 12/31/2019
     IBDL1,000$25 12/31/2019
Capital Asset Advisory Services LLC985$25 12/31/2019
     IBDL985$25 12/31/2019
Sofos Investments Inc.10,336$25 12/31/2019
     IBDL10,336$25 12/31/2019
Old North State Trust LLC914$23 12/31/2019
     IBDL914$23 12/31/2019
Blair William & Co. IL800$20 12/31/2019
     IBDL800$20 12/31/2019
Fifth Third Bancorp722$18 12/31/2019
     IBDL722$18 12/31/2019
Capital Advisors Ltd. LLC590$15 12/31/2019
     IBDL590$15 12/31/2019
Capital Investment Advisory Services LLC350$9 12/31/2019
     IBDL350$9 12/31/2019
Toth Financial Advisory Corp295$7 12/31/2019
     IBDL295$7 12/31/2019
BlackRock Inc.131$3 12/31/2019
     IBDL131$3 12/31/2019
Sound Income Strategies LLC93$2 12/31/2019
     IBDL93$2 12/31/2019
FMR LLC44$1 12/31/2019
     IBDL44$1 12/31/2019
IFP Advisors Inc0$0 12/31/2019
     IBDL0$0 12/31/2019

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

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