HoldingsChannel.com
Funds Holding IBDM
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE3,104,896$77,499 12/31/2019
     IBDM3,104,896$77,499 12/31/2019
UBS Group AG2,536,206$63,304 12/31/2019
     IBDM2,536,206$63,304 12/31/2019
Morgan Stanley2,275,243$56,791 12/31/2019
     IBDM2,275,243$56,791 12/31/2019
Capital Advisors Inc. OK2,112,437$52,726 12/31/2019
     IBDM2,112,437$52,726 12/31/2019
Wells Fargo & Company MN1,442,693$36,010 12/31/2019
     IBDM1,442,693$36,010 12/31/2019
Argent Wealth Management LLC1,163,742$29,047 12/31/2019
     IBDM1,163,742$29,047 12/31/2019
Raymond James & Associates1,147,134$28,632 12/31/2019
     IBDM1,147,134$28,632 12/31/2019
HighTower Advisors LLC1,020,803$25,493 12/31/2019
     IBDM1,020,803$25,493 12/31/2019
BerganKDV Wealth Management LLC1,013,749$25,303 12/31/2019
     IBDM1,013,749$25,303 12/31/2019
Gradient Investments LLC1,010,330$25,218 12/31/2019
     IBDM1,010,330$25,218 12/31/2019
US Bancorp DE1,002,880$25,031 12/31/2019
     IBDM1,002,880$25,031 12/31/2019
Ameriprise Financial Inc.984,436$24,596 12/31/2019
     IBDM984,436$24,596 12/31/2019
Aptus Capital Advisors LLC973,417$24,296 12/31/2019
     IBDM973,417$24,296 12/31/2019
CORDA Investment Management LLC.926,291$23,120 12/31/2019
     IBDM926,291$23,120 12/31/2019
Truist Financial Corp869,754$21,709 12/31/2019
     IBDM869,754$21,709 12/31/2019
LPL Financial LLC869,719$21,708 12/31/2019
     IBDM869,719$21,708 12/31/2019
BB&T Securities LLC779,545$19,498 09/30/2019
     IBDM779,545$19,498 09/30/2019
Stifel Financial Corp716,922$17,871 12/31/2019
     IBDM716,922$17,871 12/31/2019
Brandywine Oak Private Wealth LLC640,344$15,982 12/31/2019
     IBDM640,344$15,982 12/31/2019
Matthew Goff Investment Advisor LLC623,542$15,564 12/31/2019
     IBDM623,542$15,564 12/31/2019
Trust Co of Kansas597,708$14,919 12/31/2019
     IBDM597,708$14,919 12/31/2019
RVW Wealth LLC584,276$14,584 12/31/2019
     IBDM584,276$14,584 12/31/2019
Fragasso Group Inc.557,464$13,914 12/31/2019
     IBDM557,464$13,914 12/31/2019
MV Capital Management Inc.544,350$13,587 12/31/2019
     IBDM544,350$13,587 12/31/2019
Sigma Investment Counselors Inc.524,742$13,098 12/31/2019
     IBDM524,742$13,098 12/31/2019
Royal Bank of Canada470,135$11,735 12/31/2019
     IBDM470,135$11,735 12/31/2019
Raymond James Financial Services Advisors Inc.395,418$9,870 12/31/2019
     IBDM395,418$9,870 12/31/2019
Stratos Wealth Partners LTD.390,043$9,735 12/31/2019
     IBDM390,043$9,735 12/31/2019
Capital Investment Advisors LLC376,917$9,408 12/31/2019
     IBDM376,917$9,408 12/31/2019
Tillar Wenstrup Advisors LLC364,976$9,110 12/31/2019
     IBDM364,976$9,110 12/31/2019
Cottage Street Advisors LLC338,740$8,455 12/31/2019
     IBDM338,740$8,455 12/31/2019
Northwestern Mutual Wealth Management Co.331,151$8,266 12/31/2019
     IBDM331,151$8,266 12/31/2019
Guidant Wealth Advisors330,545$8,264 09/30/2019
     IBDM330,545$8,264 09/30/2019
Private Advisor Group LLC319,217$7,968 12/31/2019
     IBDM319,217$7,968 12/31/2019
Lutz Financial Services LLC309,210$7,718 12/31/2019
     IBDM309,210$7,718 12/31/2019
Mariner LLC302,095$7,540 12/31/2019
     IBDM302,095$7,540 12/31/2019
Gateway Advisory LLC286,852$7,160 12/31/2019
     IBDM286,852$7,160 12/31/2019
CENTRAL TRUST Co281,146$7,017 12/31/2019
     IBDM281,146$7,017 12/31/2019
EP Wealth Advisors LLC276,806$6,909 12/31/2019
     IBDM276,806$6,909 12/31/2019
United Capital Financial Advisers LLC270,088$6,741 12/31/2019
     IBDM270,088$6,741 12/31/2019
Merit Financial Group LLC262,431$6,550 12/31/2019
     IBDM262,431$6,550 12/31/2019
Benjamin F. Edwards & Company Inc.240,987$6,015 12/31/2019
     IBDM240,987$6,015 12/31/2019
Day & Ennis LLC237,454$5,927 12/31/2019
     IBDM237,454$5,927 12/31/2019
Sound View Wealth Advisors Group LLC224,916$5,614 12/31/2019
     IBDM224,916$5,614 12/31/2019
Leavell Investment Management Inc.216,860$5,413 12/31/2019
     IBDM216,860$5,413 12/31/2019
Envestnet Asset Management Inc.193,284$4,824 12/31/2019
     IBDM193,284$4,824 12/31/2019
Relative Value Partners Group LLC193,088$4,819 12/31/2019
     IBDM193,088$4,819 12/31/2019
Guidance Point Advisors LLC164,906$4,116 12/31/2019
     IBDM164,906$4,116 12/31/2019
GWM Advisors LLC158,708$3,961 12/31/2019
     IBDM158,708$3,961 12/31/2019
Lyell Wealth Management LP157,949$3,942 12/31/2019
     IBDM157,949$3,942 12/31/2019
Sunbelt Securities Inc.571$3,563 12/31/2019
     IBDM571$3,563 12/31/2019
Captrust Financial Advisors135,844$3,391 12/31/2019
     IBDM135,844$3,391 12/31/2019
Integrated Advisors Network LLC129,436$3,231 12/31/2019
     IBDM129,436$3,231 12/31/2019
Krilogy Financial LLC120,045$2,996 12/31/2019
     IBDM120,045$2,996 12/31/2019
Venture Visionary Partners LLC119,905$2,992 12/31/2019
     IBDM119,905$2,992 12/31/2019
Houlihan Financial Resource Group Ltd.115,389$2,880 12/31/2019
     IBDM115,389$2,880 12/31/2019
Comprehensive Portfolio Management LLC112,061$2,797 12/31/2019
     IBDM112,061$2,797 12/31/2019
Commonwealth Equity Services LLC105,795$2,640 12/31/2019
     IBDM105,795$2,640 12/31/2019
Beacon Pointe Advisors LLC105,700$2,634 12/31/2019
     IBDM105,700$2,634 12/31/2019
Janney Montgomery Scott LLC100,294$2,503 12/31/2019
     IBDM100,294$2,503 12/31/2019
First Fiduciary Investment Counsel Inc.100,045$2,497 12/31/2019
     IBDM100,045$2,497 12/31/2019
American Family Insurance Mutual Holding Co100,000$2,496 12/31/2019
     IBDM100,000$2,496 12/31/2019
Fulton Breakefield Broenniman LLC98,735$2,464 12/31/2019
     IBDM98,735$2,464 12/31/2019
LifeSteps Financial Inc.97,840$2,442 12/31/2019
     IBDM97,840$2,442 12/31/2019
Asset Dedication LLC97,708$2,434 12/31/2019
     IBDM97,708$2,434 12/31/2019
D.A. Davidson & CO.95,089$2,373 12/31/2019
     IBDM95,089$2,373 12/31/2019
Bank of New York Mellon Corp93,454$2,333 12/31/2019
     IBDM93,454$2,333 12/31/2019
Sandy Spring Bank93,350$2,330 12/31/2019
     IBDM93,350$2,330 12/31/2019
Wrapmanager Inc.88,617$2,212 12/31/2019
     IBDM88,617$2,212 12/31/2019
Sonata Capital Group Inc.84,058$2,098 12/31/2019
     IBDM84,058$2,098 12/31/2019
Resonant Capital Advisors LLC83,687$2,089 12/31/2019
     IBDM83,687$2,089 12/31/2019
IMA Wealth Inc.77,215$1,927 12/31/2019
     IBDM77,215$1,927 12/31/2019
Laurel Wealth Advisors LLC77,040$1,923 12/31/2019
     IBDM77,040$1,923 12/31/2019
Ladenburg Thalmann Financial Services Inc.74,929$1,869 12/31/2019
     IBDM74,929$1,869 12/31/2019
Harvey Capital Management Inc.73,036$1,822 12/31/2019
     IBDM73,036$1,822 12/31/2019
Northstar Group Inc.65,985$1,747 12/31/2019
     IBDM65,985$1,747 12/31/2019
Cliftonlarsonallen Wealth Advisors LLC68,968$1,721 12/31/2019
     IBDM68,968$1,721 12/31/2019
Beacon Pointe Wealth Advisors LLC67,324$1,678 12/31/2019
     IBDM67,324$1,678 12/31/2019
Murphy Middleton Hinkle & Parker Inc.66,053$1,649 12/31/2019
     IBDM66,053$1,649 12/31/2019
Advisor Group Inc.65,034$1,623 12/31/2019
     IBDM65,034$1,623 12/31/2019
Actinver Wealth Management Inc.63,928$1,596 12/31/2019
     IBDM63,928$1,596 12/31/2019
J. L. Bainbridge & Co. Inc.61,753$1,541 12/31/2019
     IBDM61,753$1,541 12/31/2019
PNC Financial Services Group Inc.61,032$1,524 12/31/2019
     IBDM61,032$1,524 12/31/2019
Clearshares LLC57,789$1,442 12/31/2019
     IBDM57,789$1,442 12/31/2019
Peloton Wealth Strategists56,500$1,410 12/31/2019
     IBDM56,500$1,410 12/31/2019
Exchange Capital Management Inc.54,947$1,371 12/31/2019
     IBDM54,947$1,371 12/31/2019
Suntrust Banks Inc.54,618$1,326 09/30/2019
     IBDM54,618$1,326 09/30/2019
Fieldpoint Private Securities LLC50,500$1,260 12/31/2019
     IBDM50,500$1,260 12/31/2019
Financial Advocates Investment Management48,808$1,218 12/31/2019
     IBDM48,808$1,218 12/31/2019
Independent Advisor Alliance48,195$1,203 12/31/2019
     IBDM48,195$1,203 12/31/2019
Timber Creek Capital Management LLC44,974$1,122 12/31/2019
     IBDM44,974$1,122 12/31/2019
MCF Advisors LLC44,674$1,115 12/31/2019
     IBDM44,674$1,115 12/31/2019
Quest Capital Management Inc. ADV44,161$1,102 12/31/2019
     IBDM44,161$1,102 12/31/2019
Patten Group Inc.41,350$1,032 12/31/2019
     IBDM41,350$1,032 12/31/2019
Kathmere Capital Management LLC37,536$937 12/31/2019
     IBDM37,536$937 12/31/2019
AlphaMark Advisors LLC37,325$932 12/31/2019
     IBDM37,325$932 12/31/2019
Stokes Family Office LLC36,750$917 12/31/2019
     IBDM36,750$917 12/31/2019
Bellecapital International Ltd.35,457$885 12/31/2019
     IBDM35,457$885 12/31/2019
Fifth Third Bancorp35,332$882 12/31/2019
     IBDM35,332$882 12/31/2019
Bainco International Investors34,465$861 12/31/2019
     IBDM34,465$861 12/31/2019
Mercer Global Advisors Inc. ADV33,622$839 12/31/2019
     IBDM33,622$839 12/31/2019
Cambridge Investment Research Advisors Inc.33,320$832 12/31/2019
     IBDM33,320$832 12/31/2019
Archford Capital Strategies LLC32,951$822 12/31/2019
     IBDM32,951$822 12/31/2019
Vivaldi Capital Management LLC30,523$762 12/31/2019
     IBDM30,523$762 12/31/2019
Boston Advisors LLC30,139$753 09/30/2019
     IBDM30,139$753 09/30/2019
BKD Wealth Advisors LLC27,463$685 12/31/2019
     IBDM27,463$685 12/31/2019
Princeton Global Asset Management LLC27,430$685 12/31/2019
     IBDM27,430$685 12/31/2019
Cibc Bank USA27,175$678 12/31/2019
     IBDM27,175$678 12/31/2019
Capital Financial Planning LLC26,382$658 12/31/2019
     IBDM26,382$658 12/31/2019
InterOcean Capital LLC26,122$652 12/31/2019
     IBDM26,122$652 12/31/2019
Eldridge Investment Advisors Inc.25,554$638 12/31/2019
     IBDM25,554$638 12/31/2019
Carnegie Capital Asset Management LLC24,097$601 12/31/2019
     IBDM24,097$601 12/31/2019
MML Investors Services LLC23,716$592 12/31/2019
     IBDM23,716$592 12/31/2019
HM Payson & Co.23,450$585 12/31/2019
     IBDM23,450$585 12/31/2019
Bank Hapoalim BM21,465$536 12/31/2019
     IBDM21,465$536 12/31/2019
Cedar Brook Financial Partners LLC19,990$499 12/31/2019
     IBDM19,990$499 12/31/2019
Honkamp Krueger Financial Services Inc.19,380$484 12/31/2019
     IBDM19,380$484 12/31/2019
Covington Investment Advisors Inc.18,365$458 12/31/2019
     IBDM18,365$458 12/31/2019
Strategic Wealth Partners Group LLC18,101$452 12/31/2019
     IBDM18,101$452 12/31/2019
OLD Mission Capital LLC17,934$448 12/31/2019
     IBDM17,934$448 12/31/2019
Dearborn Partners LLC17,702$442 12/31/2019
     IBDM17,702$442 12/31/2019
Arrow Financial Corp17,051$426 12/31/2019
     IBDM17,051$426 12/31/2019
Aft Forsyth & Company Inc.16,615$415 12/31/2019
     IBDM16,615$415 12/31/2019
Brookstone Capital Management16,006$400 12/31/2019
     IBDM16,006$400 12/31/2019
MONECO Advisors LLC15,764$394 12/31/2019
     IBDM15,764$394 12/31/2019
Cypress Wealth Services LLC15,402$384 12/31/2019
     IBDM15,402$384 12/31/2019
Smith Moore & CO.14,684$367 12/31/2019
     IBDM14,684$367 12/31/2019
Bridgeworth LLC14,568$364 12/31/2019
     IBDM14,568$364 12/31/2019
Shakespeare Wealth Management Inc.14,128$353 12/31/2019
     IBDM14,128$353 12/31/2019
Spinnaker Trust13,464$336 12/31/2019
     IBDM13,464$336 12/31/2019
Chesley Taft & Associates LLC13,250$331 12/31/2019
     IBDM13,250$331 12/31/2019
Cetera Advisors LLC12,664$315 12/31/2019
     IBDM12,664$315 12/31/2019
Courier Capital LLC12,350$308 12/31/2019
     IBDM12,350$308 12/31/2019
CLARET ASSET MANAGEMENT Corp12,000$300 12/31/2019
     IBDM12,000$300 12/31/2019
NEXT Financial Group Inc10,973$274 12/31/2019
     IBDM10,973$274 12/31/2019
RDL Financial Inc.10,832$270 12/31/2019
     IBDM10,832$270 12/31/2019
Raymond James Trust N.A.10,568$264 12/31/2019
     IBDM10,568$264 12/31/2019
Integrated Wealth Concepts LLC10,326$258 12/31/2019
     IBDM10,326$258 12/31/2019
Trust Co. of Virginia VA10,325$257 12/31/2019
     IBDM10,325$257 12/31/2019
Roble Belko & Company Inc10,119$253 12/31/2019
     IBDM10,119$253 12/31/2019
Ancora Advisors LLC10,000$250 12/31/2019
     IBDM10,000$250 12/31/2019
Valeo Financial Advisors LLC10,021$250 12/31/2019
     IBDM10,021$250 12/31/2019
Clear Harbor Asset Management LLC9,830$245 12/31/2019
     IBDM9,830$245 12/31/2019
PFG Private Wealth Management LLC9,472$236 12/31/2019
     IBDM9,472$236 12/31/2019
IFG Advisory LLC9,160$228 12/31/2019
     IBDM9,160$228 12/31/2019
Seizert Capital Partners LLC9,101$227 12/31/2019
     IBDM9,101$227 12/31/2019
Kovack Advisors Inc.8,882$222 12/31/2019
     IBDM8,882$222 12/31/2019
Country Club Trust Company n.a.8,820$220 12/31/2019
     IBDM8,820$220 12/31/2019
Private Capital Group LLC8,811$219 12/31/2019
     IBDM8,811$219 12/31/2019
Thrivent Financial for Lutherans8,331$208 12/31/2019
     IBDM8,331$208 12/31/2019
Financial Partners Group Inc8,319$208 12/31/2019
     IBDM8,319$208 12/31/2019
Sowa Financial Group Inc.7,933$198 12/31/2019
     IBDM7,933$198 12/31/2019
AlphaCore Capital LLC5,570$139 12/31/2019
     IBDM5,570$139 12/31/2019
Norway Savings Bank5,505$137 12/31/2019
     IBDM5,505$137 12/31/2019
Pinnacle Bank5,162$129 12/31/2019
     IBDM5,162$129 12/31/2019
Jackson Hole Capital Partners LLC4,914$123 12/31/2019
     IBDM4,914$123 12/31/2019
Harbor Investment Advisory LLC4,030$101 12/31/2019
     IBDM4,030$101 12/31/2019
Flagship Harbor Advisors LLC4,000$100 12/31/2019
     IBDM4,000$100 12/31/2019
Parallel Advisors LLC3,931$98 12/31/2019
     IBDM3,931$98 12/31/2019
Benjamin Edwards Inc.3,355$84 12/31/2019
     IBDM3,355$84 12/31/2019
Knights of Columbus Asset Advisors LLC3,350$84 12/31/2019
     IBDM3,350$84 12/31/2019
Coastal Capital Group Inc.2,610$65 12/31/2019
     IBDM2,610$65 12/31/2019
Advisory Services Network LLC2,216$55 12/31/2019
     IBDM2,216$55 12/31/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC2,048$51 12/31/2019
     IBDM2,048$51 12/31/2019
Security National Trust Co.2,000$50 12/31/2019
     IBDM2,000$50 12/31/2019
TD Capital Management LLC2,020$50 12/31/2019
     IBDM2,020$50 12/31/2019
Steward Partners Investment Advisory LLC1,995$49 12/31/2019
     IBDM1,995$49 12/31/2019
Deutsche Bank AG1,843$46 12/31/2019
     IBDM1,843$46 12/31/2019
Meridian Wealth Partners LLC1,792$45 12/31/2019
     IBDM1,792$45 12/31/2019
Stonebridge Capital Advisors LLC1,261$31 12/31/2019
     IBDM1,261$31 12/31/2019
BDO Wealth Advisors LLC1,183$30 12/31/2019
     IBDM1,183$30 12/31/2019
Proequities Inc.1,088$27 12/31/2019
     IBDM1,088$27 12/31/2019
Capital Advisors Ltd. LLC920$23 12/31/2019
     IBDM920$23 12/31/2019
Capital Asset Advisory Services LLC903$23 12/31/2019
     IBDM903$23 12/31/2019
Old North State Trust LLC929$23 12/31/2019
     IBDM929$23 12/31/2019
Sowell Financial Services LLC891$22 12/31/2019
     IBDM891$22 12/31/2019
Blair William & Co. IL825$21 12/31/2019
     IBDM825$21 12/31/2019
Global Retirement Partners LLC855$21 12/31/2019
     IBDM855$21 12/31/2019
AdvisorNet Financial Inc791$20 12/31/2019
     IBDM791$20 12/31/2019
CWM LLC727$18 12/31/2019
     IBDM727$18 12/31/2019
Valley National Advisers Inc.645$16 12/31/2019
     IBDM645$16 12/31/2019
Front Row Advisors LLC600$15 12/31/2019
     IBDM600$15 12/31/2019
Optimum Investment Advisors493$12 12/31/2019
     IBDM493$12 12/31/2019
AllSquare Wealth Management LLC465$12 12/31/2019
     IBDM465$12 12/31/2019
Clean Yield Group271$7 12/31/2019
     IBDM271$7 12/31/2019
Capital Investment Advisory Services LLC300$7 12/31/2019
     IBDM300$7 12/31/2019
BlackRock Inc.134$3 12/31/2019
     IBDM134$3 12/31/2019
Sound Income Strategies LLC95$2 12/31/2019
     IBDM95$2 12/31/2019
Sofos Investments Inc.2$0 12/31/2019
     IBDM2$0 12/31/2019

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

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