HoldingsChannel.com
Funds Holding IBDN
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE3,056,730$75,776 03/31/2020
     IBDN3,056,730$75,776 03/31/2020
UBS Group AG2,509,850$64,453 06/30/2020
     IBDN2,509,850$64,453 06/30/2020
Morgan Stanley2,318,647$57,480 03/31/2020
     IBDN2,318,647$57,480 03/31/2020
Capital Advisors Inc. OK1,822,312$45,175 03/31/2020
     IBDN1,822,312$45,175 03/31/2020
Aptus Capital Advisors LLC1,675,920$42,942 06/30/2020
     IBDN1,675,920$42,942 06/30/2020
Wells Fargo & Company MN1,062,091$26,330 03/31/2020
     IBDN1,062,091$26,330 03/31/2020
Argent Wealth Management LLC947,057$23,449 03/31/2020
     IBDN947,057$23,449 03/31/2020
LPL Financial LLC887,849$22,010 03/31/2020
     IBDN887,849$22,010 03/31/2020
US Bancorp DE728,672$18,063 03/31/2020
     IBDN728,672$18,063 03/31/2020
CORDA Investment Management LLC.700,415$17,363 03/31/2020
     IBDN700,415$17,363 03/31/2020
RVW Wealth LLC623,715$16,017 06/30/2020
     IBDN623,715$16,017 06/30/2020
Stifel Financial Corp625,102$15,317 03/31/2020
     IBDN625,102$15,317 03/31/2020
Sigma Investment Counselors Inc.572,448$14,700 06/30/2020
     IBDN572,448$14,700 06/30/2020
MV Capital Management Inc.569,489$14,624 06/30/2020
     IBDN569,489$14,624 06/30/2020
Fragasso Group Inc.553,561$13,723 03/31/2020
     IBDN553,561$13,723 03/31/2020
Raymond James Financial Services Advisors Inc.486,073$12,482 06/30/2020
     IBDN486,073$12,482 06/30/2020
Royal Bank of Canada492,758$12,216 03/31/2020
     IBDN492,758$12,216 03/31/2020
Stratos Wealth Partners LTD.466,977$11,992 06/30/2020
     IBDN466,977$11,992 06/30/2020
HighTower Advisors LLC435,790$10,809 03/31/2020
     IBDN435,790$10,809 03/31/2020
Capital Investment Advisors LLC412,560$10,595 06/30/2020
     IBDN412,560$10,595 06/30/2020
CENTRAL TRUST Co379,796$9,753 06/30/2020
     IBDN379,796$9,753 06/30/2020
Raymond James & Associates319,805$8,213 06/30/2020
     IBDN319,805$8,213 06/30/2020
Private Advisor Group LLC320,457$7,944 03/31/2020
     IBDN320,457$7,944 03/31/2020
Matthew Goff Investment Advisor LLC301,923$7,753 06/30/2020
     IBDN301,923$7,753 06/30/2020
Gateway Advisory LLC296,010$7,602 06/30/2020
     IBDN296,010$7,602 06/30/2020
Ameriprise Financial Inc.305,078$7,563 03/31/2020
     IBDN305,078$7,563 03/31/2020
Mariner LLC302,400$7,496 03/31/2020
     IBDN302,400$7,496 03/31/2020
Leavell Investment Management Inc.269,901$6,931 06/30/2020
     IBDN269,901$6,931 06/30/2020
Benjamin F. Edwards & Company Inc.260,115$6,448 03/31/2020
     IBDN260,115$6,448 03/31/2020
Northwestern Mutual Wealth Management Co.258,324$6,404 03/31/2020
     IBDN258,324$6,404 03/31/2020
AlphaMark Advisors LLC257,925$6,394 03/31/2020
     IBDN257,925$6,394 03/31/2020
Day & Ennis LLC248,320$6,377 06/30/2020
     IBDN248,320$6,377 06/30/2020
United Capital Financial Advisers LLC249,943$6,196 03/31/2020
     IBDN249,943$6,196 03/31/2020
Envestnet Asset Management Inc.239,775$6,157 06/30/2020
     IBDN239,775$6,157 06/30/2020
Sound View Wealth Advisors Group LLC244,318$6,057 03/31/2020
     IBDN244,318$6,057 03/31/2020
Commonwealth Equity Services LLC239,638$5,940 03/31/2020
     IBDN239,638$5,940 03/31/2020
EP Wealth Advisors LLC187,752$4,654 03/31/2020
     IBDN187,752$4,654 03/31/2020
Lyell Wealth Management LP168,387$4,324 06/30/2020
     IBDN168,387$4,324 06/30/2020
Jane Street Group LLC168,944$4,188 03/31/2020
     IBDN168,944$4,188 03/31/2020
Fulton Breakefield Broenniman LLC137,991$3,544 06/30/2020
     IBDN137,991$3,544 06/30/2020
Sonata Capital Group Inc.137,562$3,533 06/30/2020
     IBDN137,562$3,533 06/30/2020
Ritholtz Wealth Management135,674$3,484 06/30/2020
     IBDN135,674$3,484 06/30/2020
Godsey & Gibb Associates138,665$3,438 03/31/2020
     IBDN138,665$3,438 03/31/2020
PFG Private Wealth Management LLC132,276$3,279 03/31/2020
     IBDN132,276$3,279 03/31/2020
Camelot Portfolios LLC126,592$3,251 06/30/2020
     IBDN126,592$3,251 06/30/2020
Janney Montgomery Scott LLC125,023$3,211 06/30/2020
     IBDN125,023$3,211 06/30/2020
Signature Wealth Management Group124,887$3,207 06/30/2020
     IBDN124,887$3,207 06/30/2020
Krilogy Financial LLC123,620$3,175 06/30/2020
     IBDN123,620$3,175 06/30/2020
Guidance Point Advisors LLC118,166$3,034 06/30/2020
     IBDN118,166$3,034 06/30/2020
Cambridge Investment Research Advisors Inc.107,516$2,761 06/30/2020
     IBDN107,516$2,761 06/30/2020
Venture Visionary Partners LLC107,254$2,658 03/31/2020
     IBDN107,254$2,658 03/31/2020
Cliftonlarsonallen Wealth Advisors LLC102,751$2,639 06/30/2020
     IBDN102,751$2,639 06/30/2020
Beacon Pointe Advisors LLC106,286$2,639 03/31/2020
     IBDN106,286$2,639 03/31/2020
Praetorian Wealth Management Inc.101,799$2,614 06/30/2020
     IBDN101,799$2,614 06/30/2020
Sandy Spring Bank103,900$2,576 03/31/2020
     IBDN103,900$2,576 03/31/2020
American Family Insurance Mutual Holding Co100,803$2,499 03/31/2020
     IBDN100,803$2,499 03/31/2020
Cribstone Capital Management LLC97,281$2,498 06/30/2020
     IBDN97,281$2,498 06/30/2020
Advisor Group Holdings Inc.100,798$2,498 03/31/2020
     IBDN100,798$2,498 03/31/2020
Houlihan Financial Resource Group Ltd.97,907$2,427 03/31/2020
     IBDN97,907$2,427 03/31/2020
Murphy Middleton Hinkle & Parker Inc.91,191$2,342 06/30/2020
     IBDN91,191$2,342 06/30/2020
Asset Dedication LLC85,845$2,127 03/31/2020
     IBDN85,845$2,127 03/31/2020
MCF Advisors LLC81,344$2,017 03/31/2020
     IBDN81,344$2,017 03/31/2020
Laurel Wealth Advisors LLC78,300$2,011 06/30/2020
     IBDN78,300$2,011 06/30/2020
Bellecapital International Ltd.76,757$1,971 06/30/2020
     IBDN76,757$1,971 06/30/2020
J. L. Bainbridge & Co. Inc.76,628$1,900 03/31/2020
     IBDN76,628$1,900 03/31/2020
Truist Financial Corp75,563$1,873 03/31/2020
     IBDN75,563$1,873 03/31/2020
First Fiduciary Investment Counsel Inc.75,305$1,866 03/31/2020
     IBDN75,305$1,866 03/31/2020
Actinver Wealth Management Inc.63,185$1,623 06/30/2020
     IBDN63,185$1,623 06/30/2020
Wrapmanager Inc.64,649$1,603 03/31/2020
     IBDN64,649$1,603 03/31/2020
Princeton Global Asset Management LLC63,471$1,573 03/31/2020
     IBDN63,471$1,573 03/31/2020
Archford Capital Strategies LLC54,791$1,407 06/30/2020
     IBDN54,791$1,407 06/30/2020
HM Payson & Co.53,450$1,325 03/31/2020
     IBDN53,450$1,325 03/31/2020
WJ Wealth Management LLC51,580$1,323 06/30/2020
     IBDN51,580$1,323 06/30/2020
Confluence Investment Management LLC50,606$1,300 06/30/2020
     IBDN50,606$1,300 06/30/2020
Peloton Wealth Strategists50,000$1,240 03/31/2020
     IBDN50,000$1,240 03/31/2020
Northstar Group Inc.49,748$1,233 03/31/2020
     IBDN49,748$1,233 03/31/2020
Mercer Global Advisors Inc. ADV49,300$1,222 03/31/2020
     IBDN49,300$1,222 03/31/2020
NovaPoint Capital LLC48,746$1,208 03/31/2020
     IBDN48,746$1,208 03/31/2020
Clear Harbor Asset Management LLC46,975$1,206 06/30/2020
     IBDN46,975$1,206 06/30/2020
Exchange Capital Management Inc.43,484$1,117 06/30/2020
     IBDN43,484$1,117 06/30/2020
Harvey Capital Management Inc.43,450$1,115 06/30/2020
     IBDN43,450$1,115 06/30/2020
Citadel Advisors LLC43,537$1,079 03/31/2020
     IBDN43,537$1,079 03/31/2020
Quest Capital Management Inc. ADV41,129$1,056 06/30/2020
     IBDN41,129$1,056 06/30/2020
BKD Wealth Advisors LLC40,089$1,029 06/30/2020
     IBDN40,089$1,029 06/30/2020
Timber Creek Capital Management LLC38,382$985 06/30/2020
     IBDN38,382$985 06/30/2020
Bank of New York Mellon Corp39,033$968 03/31/2020
     IBDN39,033$968 03/31/2020
Fieldpoint Private Securities LLC35,940$891 03/31/2020
     IBDN35,940$891 03/31/2020
Cetera Advisors LLC33,797$838 03/31/2020
     IBDN33,797$838 03/31/2020
PNC Financial Services Group Inc.32,617$808 03/31/2020
     IBDN32,617$808 03/31/2020
BerganKDV Wealth Management LLC31,673$785 03/31/2020
     IBDN31,673$785 03/31/2020
Park Avenue Securities LLC30,539$784 06/30/2020
     IBDN30,539$784 06/30/2020
Stokes Family Office LLC29,500$731 03/31/2020
     IBDN29,500$731 03/31/2020
MONECO Advisors LLC27,194$698 06/30/2020
     IBDN27,194$698 06/30/2020
Capital Financial Planning LLC25,389$652 06/30/2020
     IBDN25,389$652 06/30/2020
Regions Financial Corp24,176$621 06/30/2020
     IBDN24,176$621 06/30/2020
Courage Miller Partners LLC $584 06/30/2020
     IBDN11,447$293 06/30/2020
     ETF11,608$291 06/30/2020
Arrow Financial Corp22,453$577 06/30/2020
     IBDN22,453$577 06/30/2020
Kathmere Capital Management LLC21,544$553 06/30/2020
     IBDN21,544$553 06/30/2020
Vivaldi Capital Management LLC22,197$550 03/31/2020
     IBDN22,197$550 03/31/2020
Captrust Financial Advisors22,120$548 03/31/2020
     IBDN22,120$548 03/31/2020
Cedar Brook Financial Partners LLC20,103$516 06/30/2020
     IBDN20,103$516 06/30/2020
Cypress Wealth Services LLC18,452$474 06/30/2020
     IBDN18,452$474 06/30/2020
Covington Investment Advisors Inc.18,388$456 03/31/2020
     IBDN18,388$456 03/31/2020
MML Investors Services LLC18,190$451 03/31/2020
     IBDN18,190$451 03/31/2020
Two Sigma Securities LLC18,129$449 03/31/2020
     IBDN18,129$449 03/31/2020
Honkamp Krueger Financial Services Inc.17,414$447 06/30/2020
     IBDN17,414$447 06/30/2020
Private Capital Group LLC17,965$445 03/31/2020
     IBDN17,965$445 03/31/2020
Smith Moore & CO.17,895$444 03/31/2020
     IBDN17,895$444 03/31/2020
Jackson Hole Capital Partners LLC17,825$442 03/31/2020
     IBDN17,825$442 03/31/2020
IFG Advisory LLC17,526$434 03/31/2020
     IBDN17,526$434 03/31/2020
WealthStone Inc.15,601$401 06/30/2020
     IBDN15,601$401 06/30/2020
Hilltop Holdings Inc.15,445$383 03/31/2020
     IBDN15,445$383 03/31/2020
CLARET ASSET MANAGEMENT Corp14,290$367 06/30/2020
     IBDN14,290$367 06/30/2020
Segment Wealth Management LLC13,356$343 06/30/2020
     IBDN13,356$343 06/30/2020
Patten Group Inc.13,032$335 06/30/2020
     IBDN13,032$335 06/30/2020
OLD Mission Capital LLC13,500$335 03/31/2020
     IBDN13,500$335 03/31/2020
Deutsche Bank AG13,384$332 03/31/2020
     IBDN13,384$332 03/31/2020
Trust Co. of Virginia VA12,625$325 06/30/2020
     IBDN12,625$325 06/30/2020
Resonant Capital Advisors LLC11,831$304 06/30/2020
     IBDN11,831$304 06/30/2020
D.A. Davidson & CO.12,220$303 03/31/2020
     IBDN12,220$303 03/31/2020
Chesley Taft & Associates LLC11,675$300 06/30/2020
     IBDN11,675$300 06/30/2020
CIBC Private Wealth Group LLC11,413$283 03/31/2020
     IBDN11,413$283 03/31/2020
Integrated Wealth Concepts LLC10,404$267 06/30/2020
     IBDN10,404$267 06/30/2020
RDL Financial Inc.10,763$267 03/31/2020
     IBDN10,763$267 03/31/2020
Brandywine Oak Private Wealth LLC9,877$253 06/30/2020
     IBDN9,877$253 06/30/2020
Roble Belko & Company Inc9,936$246 03/31/2020
     IBDN9,936$246 03/31/2020
Kovack Advisors Inc.9,500$244 06/30/2020
     IBDN9,500$244 06/30/2020
Cetera Advisor Networks LLC9,622$239 03/31/2020
     IBDN9,622$239 03/31/2020
Cornerstone Wealth Management LLC9,223$237 06/30/2020
     IBDN9,223$237 06/30/2020
Baird Financial Group Inc.9,498$235 03/31/2020
     IBDN9,498$235 03/31/2020
Bluefin Trading LLC9,333$231 03/31/2020
     IBDN9,333$231 03/31/2020
Strategic Wealth Partners Group LLC9,166$227 03/31/2020
     IBDN9,166$227 03/31/2020
Susquehanna International Group LLP8,841$219 03/31/2020
     IBDN8,841$219 03/31/2020
AFT Forsyth AND Company Inc.8,160$210 06/30/2020
     IBDN8,160$210 06/30/2020
Sowa Financial Group Inc.7,991$205 06/30/2020
     IBDN7,991$205 06/30/2020
Norway Savings Bank7,930$204 06/30/2020
     IBDN7,930$204 06/30/2020
FinTrust Capital Advisors LLC7,570$188 03/31/2020
     IBDN7,570$188 03/31/2020
AlphaCore Capital LLC5,708$141 03/31/2020
     IBDN5,708$141 03/31/2020
Ameritas Investment Company LLC5,590$139 03/31/2020
     IBDN5,590$139 03/31/2020
MBE Wealth Management LLC5,628$139 03/31/2020
     IBDN5,628$139 03/31/2020
Pinnacle Bank4,379$112 06/30/2020
     IBDN4,379$112 06/30/2020
Benjamin Edwards Inc.4,417$109 03/31/2020
     IBDN4,417$109 03/31/2020
Steward Partners Investment Advisory LLC3,276$84 06/30/2020
     IBDN3,276$84 06/30/2020
Flagship Harbor Advisors LLC3,175$81 06/30/2020
     IBDN3,175$81 06/30/2020
First National Bank of South Miami2,754$68 03/31/2020
     IBDN2,754$68 03/31/2020
Parallel Advisors LLC2,632$67 06/30/2020
     IBDN2,632$67 06/30/2020
Advisory Services Network LLC2,190$54 03/31/2020
     IBDN2,190$54 03/31/2020
Meridian Wealth Partners LLC2,170$54 03/31/2020
     IBDN2,170$54 03/31/2020
CWM LLC2,037$52 06/30/2020
     IBDN2,037$52 06/30/2020
Security National Trust Co.2,000$50 03/31/2020
     IBDN2,000$50 03/31/2020
TD Capital Management LLC2,002$50 03/31/2020
     IBDN2,002$50 03/31/2020
Gradient Investments LLC1,637$42 06/30/2020
     IBDN1,637$42 06/30/2020
Proequities Inc.1,294$32 03/31/2020
     IBDN1,294$32 03/31/2020
Financial Advisory Service Inc.1,013$26 06/30/2020
     IBDN1,013$26 06/30/2020
Valley National Advisers Inc.965$24 03/31/2020
     IBDN965$24 03/31/2020
Valeo Financial Advisors LLC21,869$22 06/30/2020
     IBDN21,869$22 06/30/2020
IFP Advisors Inc821$21 06/30/2020
     IBDN821$21 06/30/2020
Capital Asset Advisory Services LLC802$20 03/31/2020
     IBDN802$20 03/31/2020
Fifth Third Bancorp721$19 06/30/2020
     IBDN721$19 06/30/2020
Optimum Investment Advisors492$13 06/30/2020
     IBDN492$13 06/30/2020
Capital Advisors Ltd. LLC514$13 06/30/2020
     IBDN514$13 06/30/2020
Orion Portfolio Solutions LLC434$11 03/31/2020
     IBDN434$11 03/31/2020
Front Row Advisors LLC300$8 03/31/2020
     IBDN300$8 03/31/2020
Plante Moran Financial Advisors LLC252$6 03/31/2020
     IBDN252$6 03/31/2020
Rockefeller Capital Management L.P.155$4 03/31/2020
     IBDN155$4 03/31/2020
BlackRock Inc.130$3 03/31/2020
     IBDN130$3 03/31/2020
Sound Income Strategies LLC96$2 06/30/2020
     IBDN96$2 06/30/2020
JPMorgan Chase & Co.100$2 03/31/2020
     IBDN100$2 03/31/2020
FMR LLC1$0 03/31/2020
     IBDN1$0 03/31/2020
Citigroup Inc.4$0 03/31/2020
     IBDN4$0 03/31/2020
Sofos Investments Inc.2$0 03/31/2020
     IBDN2$0 03/31/2020

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

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