HoldingsChannel.com
Funds Holding IBDN
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE2,349,773$59,285 06/30/2019
     IBDN2,349,773$59,285 06/30/2019
Morgan Stanley1,602,715$40,436 06/30/2019
     IBDN1,602,715$40,436 06/30/2019
UBS Group AG1,598,654$40,334 06/30/2019
     IBDN1,598,654$40,334 06/30/2019
Capital Advisors Inc. OK1,326,620$33,471 06/30/2019
     IBDN1,326,620$33,471 06/30/2019
Wells Fargo & Company MN990,038$24,979 06/30/2019
     IBDN990,038$24,979 06/30/2019
RVW Wealth LLC687,909$17,356 06/30/2019
     IBDN687,909$17,356 06/30/2019
CORDA Investment Management LLC.646,445$16,309 06/30/2019
     IBDN646,445$16,309 06/30/2019
US Bancorp DE601,431$15,174 06/30/2019
     IBDN601,431$15,174 06/30/2019
Aptus Capital Advisors LLC596,613$15,016 06/30/2019
     IBDN596,613$15,016 06/30/2019
LPL Financial LLC547,069$13,803 06/30/2019
     IBDN547,069$13,803 06/30/2019
Fragasso Group Inc.498,047$12,566 06/30/2019
     IBDN498,047$12,566 06/30/2019
Sigma Investment Counselors Inc.451,625$11,435 09/30/2019
     IBDN451,625$11,435 09/30/2019
Capital Investment Advisors LLC409,472$10,331 06/30/2019
     IBDN409,472$10,331 06/30/2019
HighTower Advisors LLC407,342$10,277 06/30/2019
     IBDN407,342$10,277 06/30/2019
Stifel Financial Corp369,694$9,330 06/30/2019
     IBDN369,694$9,330 06/30/2019
Royal Bank of Canada326,460$8,237 06/30/2019
     IBDN326,460$8,237 06/30/2019
Tillar Wenstrup Advisors LLC289,350$7,300 06/30/2019
     IBDN289,350$7,300 06/30/2019
Gateway Advisory LLC284,755$7,210 09/30/2019
     IBDN284,755$7,210 09/30/2019
Raymond James & Associates285,099$7,193 06/30/2019
     IBDN285,099$7,193 06/30/2019
Raymond James Financial Services Advisors Inc.284,857$7,187 06/30/2019
     IBDN284,857$7,187 06/30/2019
Matthew Goff Investment Advisor LLC277,448$7,000 06/30/2019
     IBDN277,448$7,000 06/30/2019
Envestnet Asset Management Inc.275,956$6,987 09/30/2019
     IBDN275,956$6,987 09/30/2019
AlphaMark Advisors LLC263,695$6,653 06/30/2019
     IBDN263,695$6,653 06/30/2019
Private Advisor Group LLC248,983$6,282 06/30/2019
     IBDN248,983$6,282 06/30/2019
United Capital Financial Advisers LLC246,424$6,217 06/30/2019
     IBDN246,424$6,217 06/30/2019
Gradient Investments LLC240,496$6,089 09/30/2019
     IBDN240,496$6,089 09/30/2019
Northwestern Mutual Wealth Management Co.239,410$6,040 06/30/2019
     IBDN239,410$6,040 06/30/2019
CENTRAL TRUST Co240,196$6,036 06/30/2019
     IBDN240,196$6,036 06/30/2019
Day & Ennis LLC235,756$5,948 06/30/2019
     IBDN235,756$5,948 06/30/2019
MV Capital Management Inc.195,112$4,923 06/30/2019
     IBDN195,112$4,923 06/30/2019
Guidant Wealth Advisors192,206$4,867 09/30/2019
     IBDN192,206$4,867 09/30/2019
Commonwealth Equity Services LLC174,124$4,393 06/30/2019
     IBDN174,124$4,393 06/30/2019
Sound View Wealth Advisors Group LLC164,495$4,150 06/30/2019
     IBDN164,495$4,150 06/30/2019
Stratos Wealth Partners LTD.161,475$4,074 06/30/2019
     IBDN161,475$4,074 06/30/2019
Mariner LLC158,491$3,999 06/30/2019
     IBDN158,491$3,999 06/30/2019
Leavell Investment Management Inc.157,280$3,968 06/30/2019
     IBDN157,280$3,968 06/30/2019
Cottage Street Advisors LLC156,000$3,936 06/30/2019
     IBDN156,000$3,936 06/30/2019
Janney Montgomery Scott LLC151,002$3,810 06/30/2019
     IBDN151,002$3,810 06/30/2019
Camelot Portfolios LLC144,106$3,649 09/30/2019
     IBDN144,106$3,649 09/30/2019
Ameriprise Financial Inc.138,255$3,488 06/30/2019
     IBDN138,255$3,488 06/30/2019
GWM Advisors LLC134,303$3,388 06/30/2019
     IBDN134,303$3,388 06/30/2019
Aspiriant LLC123,203$3,108 06/30/2019
     IBDN123,203$3,108 06/30/2019
Comprehensive Portfolio Management LLC119,826$3,034 09/30/2019
     IBDN119,826$3,034 09/30/2019
Krilogy Financial LLC115,876$2,924 06/30/2019
     IBDN115,876$2,924 06/30/2019
Murphy Middleton Hinkle & Parker Inc.112,854$2,857 09/30/2019
     IBDN112,854$2,857 09/30/2019
Lyell Wealth Management LP112,403$2,836 06/30/2019
     IBDN112,403$2,836 06/30/2019
Signature Wealth Management Group109,467$2,772 09/30/2019
     IBDN109,467$2,772 09/30/2019
Guidance Point Advisors LLC100,156$2,535 09/30/2019
     IBDN100,156$2,535 09/30/2019
Wrapmanager Inc.97,997$2,472 06/30/2019
     IBDN97,997$2,472 06/30/2019
Fulton Breakefield Broenniman LLC92,487$2,342 09/30/2019
     IBDN92,487$2,342 09/30/2019
Wealthquest Corp81,076$2,119 09/30/2019
     IBDN81,076$2,119 09/30/2019
IFG Advisory LLC79,525$2,001 06/30/2019
     IBDN79,525$2,001 06/30/2019
Wolverine Trading LLC76,429$1,928 06/30/2019
     IBDN76,429$1,928 06/30/2019
Actinver Wealth Management Inc.68,912$1,739 06/30/2019
     IBDN68,912$1,739 06/30/2019
Bellecapital International Ltd.64,462$1,632 09/30/2019
     IBDN64,462$1,632 09/30/2019
Laurel Wealth Advisors LLC64,501$1,628 06/30/2019
     IBDN64,501$1,628 06/30/2019
Sandy Spring Bank64,350$1,624 06/30/2019
     IBDN64,350$1,624 06/30/2019
Jane Street Group LLC59,985$1,513 06/30/2019
     IBDN59,985$1,513 06/30/2019
Sonata Capital Group Inc.59,587$1,503 06/30/2019
     IBDN59,587$1,503 06/30/2019
Beacon Pointe Advisors LLC56,552$1,424 06/30/2019
     IBDN56,552$1,424 06/30/2019
MCF Advisors LLC52,249$1,323 09/30/2019
     IBDN52,249$1,323 09/30/2019
Exchange Capital Management Inc.51,085$1,289 06/30/2019
     IBDN51,085$1,289 06/30/2019
Timber Creek Capital Management LLC49,846$1,257 06/30/2019
     IBDN49,846$1,257 06/30/2019
First Fiduciary Investment Counsel Inc.49,750$1,255 06/30/2019
     IBDN49,750$1,255 06/30/2019
Asset Dedication LLC48,500$1,222 09/30/2019
     IBDN48,500$1,222 09/30/2019
Suntrust Banks Inc.49,348$1,191 06/30/2019
     IBDN49,348$1,191 06/30/2019
Vivaldi Capital Management LLC46,507$1,173 06/30/2019
     IBDN46,507$1,173 06/30/2019
Harvey Capital Management Inc.45,850$1,160 09/30/2019
     IBDN45,850$1,160 09/30/2019
J. L. Bainbridge & Co. Inc.44,283$1,117 06/30/2019
     IBDN44,283$1,117 06/30/2019
HM Payson & Co.43,450$1,096 06/30/2019
     IBDN43,450$1,096 06/30/2019
Ladenburg Thalmann Financial Services Inc.40,955$1,043 06/30/2019
     IBDN40,955$1,043 06/30/2019
Fieldpoint Private Securities LLC35,940$907 06/30/2019
     IBDN35,940$907 06/30/2019
Baird Financial Group Inc.35,655$900 06/30/2019
     IBDN35,655$900 06/30/2019
BKD Wealth Advisors LLC33,304$840 06/30/2019
     IBDN33,304$840 06/30/2019
Cetera Advisors LLC33,105$834 06/30/2019
     IBDN33,105$834 06/30/2019
Cliftonlarsonallen Wealth Advisors LLC32,907$833 09/30/2019
     IBDN32,907$833 09/30/2019
Quest Capital Management Inc. ADV32,634$823 06/30/2019
     IBDN32,634$823 06/30/2019
Hilltop Holdings Inc.32,162$811 06/30/2019
     IBDN32,162$811 06/30/2019
BerganKDV Wealth Management LLC31,181$787 06/30/2019
     IBDN31,181$787 06/30/2019
PNC Financial Services Group Inc.27,475$693 06/30/2019
     IBDN27,475$693 06/30/2019
Peloton Wealth Strategists26,700$674 06/30/2019
     IBDN26,700$674 06/30/2019
Archford Capital Strategies LLC25,717$649 06/30/2019
     IBDN25,717$649 06/30/2019
Capital Financial Planning LLC25,334$639 06/30/2019
     IBDN25,334$639 06/30/2019
Proficio Capital Partners LLC24,065$607 06/30/2019
     IBDN24,065$607 06/30/2019
Beacon Pointe Wealth Advisors LLC23,910$601 06/30/2019
     IBDN23,910$601 06/30/2019
Rehmann Capital Advisory Group22,793$575 06/30/2019
     IBDN22,793$575 06/30/2019
MML Investors Services LLC21,078$532 06/30/2019
     IBDN21,078$532 06/30/2019
Trust Co. of Virginia VA20,446$516 06/30/2019
     IBDN20,446$516 06/30/2019
Cedar Brook Financial Partners LLC19,949$503 06/30/2019
     IBDN19,949$503 06/30/2019
Bainco International Investors19,753$498 06/30/2019
     IBDN19,753$498 06/30/2019
Jackson Hole Capital Partners LLC19,045$481 06/30/2019
     IBDN19,045$481 06/30/2019
Bank of New York Mellon Corp18,891$477 06/30/2019
     IBDN18,891$477 06/30/2019
Cypress Wealth Services LLC18,625$472 09/30/2019
     IBDN18,625$472 09/30/2019
Smith Moore & CO.18,347$463 06/30/2019
     IBDN18,347$463 06/30/2019
Covington Investment Advisors Inc.18,240$460 06/30/2019
     IBDN18,240$460 06/30/2019
Advisor Group Inc.17,305$437 06/30/2019
     IBDN17,305$437 06/30/2019
Honkamp Krueger Financial Services Inc.17,343$435 06/30/2019
     IBDN17,343$435 06/30/2019
Shakespeare Wealth Management Inc.16,545$417 06/30/2019
     IBDN16,545$417 06/30/2019
Financial Gravity Wealth Inc.14,527$368 09/30/2019
     IBDN14,527$368 09/30/2019
Princeton Global Asset Management LLC14,587$368 06/30/2019
     IBDN14,587$368 06/30/2019
BB&T Securities LLC14,171$357 06/30/2019
     IBDN14,171$357 06/30/2019
Cambridge Investment Research Advisors Inc.12,968$327 06/30/2019
     IBDN12,968$327 06/30/2019
RDL Financial Inc.12,287$310 06/30/2019
     IBDN12,287$310 06/30/2019
Cibc Bank USA10,813$274 09/30/2019
     IBDN10,813$274 09/30/2019
Brookstone Capital Management10,530$267 09/30/2019
     IBDN10,530$267 09/30/2019
Raymond James Trust N.A.10,110$255 06/30/2019
     IBDN10,110$255 06/30/2019
Valeo Financial Advisors LLC9,908$251 09/30/2019
     IBDN9,908$251 09/30/2019
Roble Belko & Company Inc9,936$251 06/30/2019
     IBDN9,936$251 06/30/2019
Country Club Trust Company n.a.9,370$237 09/30/2019
     IBDN9,370$237 09/30/2019
Sigma Planning Corp9,111$230 06/30/2019
     IBDN9,111$230 06/30/2019
NEXT Financial Group Inc8,591$218 09/30/2019
     IBDN8,591$218 09/30/2019
D.A. Davidson & CO.8,550$216 06/30/2019
     IBDN8,550$216 06/30/2019
Segment Wealth Management LLC8,306$210 09/30/2019
     IBDN8,306$210 09/30/2019
Cetera Advisor Networks LLC8,000$202 06/30/2019
     IBDN8,000$202 06/30/2019
MONECO Advisors LLC7,935$200 06/30/2019
     IBDN7,935$200 06/30/2019
Garrett Wealth Advisory Group LLC4,332$110 09/30/2019
     IBDN4,332$110 09/30/2019
Pinnacle Bank3,984$101 09/30/2019
     IBDN3,984$101 09/30/2019
Steward Partners Investment Advisory LLC3,316$83 06/30/2019
     IBDN3,316$83 06/30/2019
CWM LLC3,217$81 09/30/2019
     IBDN3,217$81 09/30/2019
Flagship Harbor Advisors LLC3,175$80 09/30/2019
     IBDN3,175$80 09/30/2019
Parallel Advisors LLC2,632$66 06/30/2019
     IBDN2,632$66 06/30/2019
FinTrust Capital Advisors LLC2,594$65 06/30/2019
     IBDN2,594$65 06/30/2019
Benjamin Edwards Inc.2,231$56 06/30/2019
     IBDN2,231$56 06/30/2019
Proequities Inc.2,050$52 06/30/2019
     IBDN2,050$52 06/30/2019
Valley National Advisers Inc.965$24 06/30/2019
     IBDN965$24 06/30/2019
Optimum Investment Advisors472$12 09/30/2019
     IBDN472$12 09/30/2019
Advisory Services Network LLC400$10 06/30/2019
     IBDN400$10 06/30/2019
Willingdon Wealth Management396$10 06/30/2019
     IBDN396$10 06/30/2019
Strategic Blueprint LLC354$9 09/30/2019
     IBDN354$9 09/30/2019
TCG Advisors LP272$7 06/30/2019
     IBDN272$7 06/30/2019
Benjamin F. Edwards & Company Inc.240$6 06/30/2019
     IBDN240$6 06/30/2019
Ibex Wealth Advisors165$4 06/30/2019
     IBDN165$4 06/30/2019
Rockefeller Capital Management L.P.155$4 06/30/2019
     IBDN155$4 06/30/2019
BlackRock Inc.130$3 06/30/2019
     IBDN130$3 06/30/2019
Sound Income Strategies LLC94$2 09/30/2019
     IBDN94$2 09/30/2019
FMR LLC39$1 06/30/2019
     IBDN39$1 06/30/2019

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

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