HoldingsChannel.com
Funds Holding IBMI
HolderAmountPosition Size
($ in 1000's)
 As of
HighTower Advisors LLC697,432$17,800 12/31/2019
     IBMI697,432$17,800 12/31/2019
Bank of America Corp DE645,814$16,481 12/31/2019
     IBMI645,814$16,481 12/31/2019
US Bancorp DE633,662$16,171 12/31/2019
     IBMI633,662$16,171 12/31/2019
Morgan Stanley448,998$11,458 12/31/2019
     IBMI448,998$11,458 12/31/2019
Wells Fargo & Company MN389,259$9,934 12/31/2019
     IBMI389,259$9,934 12/31/2019
Northwestern Mutual Wealth Management Co.388,690$9,919 12/31/2019
     IBMI388,690$9,919 12/31/2019
Raymond James Financial Services Advisors Inc.282,905$7,220 12/31/2019
     IBMI282,905$7,220 12/31/2019
Private Advisor Group LLC264,411$6,748 12/31/2019
     IBMI264,411$6,748 12/31/2019
United Capital Financial Advisers LLC263,274$6,719 12/31/2019
     IBMI263,274$6,719 12/31/2019
LPL Financial LLC257,098$6,561 12/31/2019
     IBMI257,098$6,561 12/31/2019
Envestnet Asset Management Inc.253,191$6,461 12/31/2019
     IBMI253,191$6,461 12/31/2019
Gateway Advisory LLC233,885$5,969 12/31/2019
     IBMI233,885$5,969 12/31/2019
Leavell Investment Management Inc.210,111$5,362 12/31/2019
     IBMI210,111$5,362 12/31/2019
Fusion Family Wealth LLC194,809$4,972 12/31/2019
     IBMI194,809$4,972 12/31/2019
GWM Advisors LLC181,588$4,634 12/31/2019
     IBMI181,588$4,634 12/31/2019
Sunbelt Securities Inc.692$4,415 12/31/2019
     IBMI692$4,415 12/31/2019
Commonwealth Equity Services LLC169,540$4,326 12/31/2019
     IBMI169,540$4,326 12/31/2019
Wealthquest Corp159,118$4,060 12/31/2019
     IBMI159,118$4,060 12/31/2019
Legacy Private Trust Co.157,675$4,024 12/31/2019
     IBMI157,675$4,024 12/31/2019
UBS Group AG153,139$3,908 12/31/2019
     IBMI153,139$3,908 12/31/2019
Cliftonlarsonallen Wealth Advisors LLC131,639$3,359 12/31/2019
     IBMI131,639$3,359 12/31/2019
Lincoln National Corp114,885$2,932 12/31/2019
     IBMI114,885$2,932 12/31/2019
Mariner LLC111,029$2,833 12/31/2019
     IBMI111,029$2,833 12/31/2019
Estate Counselors LLC109,535$2,795 12/31/2019
     IBMI109,535$2,795 12/31/2019
Phillips Financial Management LLC92,711$2,366 12/31/2019
     IBMI92,711$2,366 12/31/2019
Stonebridge Capital Advisors LLC89,751$2,290 12/31/2019
     IBMI89,751$2,290 12/31/2019
Beacon Pointe Wealth Advisors LLC87,407$2,232 12/31/2019
     IBMI87,407$2,232 12/31/2019
Guidant Wealth Advisors85,744$2,189 09/30/2019
     IBMI85,744$2,189 09/30/2019
Royal Bank of Canada80,035$2,042 12/31/2019
     IBMI80,035$2,042 12/31/2019
Valley National Advisers Inc.74,555$1,903 12/31/2019
     IBMI74,555$1,903 12/31/2019
Ameriprise Financial Inc.68,142$1,739 12/31/2019
     IBMI68,142$1,739 12/31/2019
LifeSteps Financial Inc.67,582$1,725 12/31/2019
     IBMI67,582$1,725 12/31/2019
Fieldpoint Private Securities LLC65,000$1,659 12/31/2019
     IBMI65,000$1,659 12/31/2019
Paulson Wealth Management Inc.60,488$1,545 12/31/2019
     IBMI60,488$1,545 12/31/2019
Ferris Capital LLC56,269$1,436 12/31/2019
     IBMI56,269$1,436 12/31/2019
EP Wealth Advisors LLC55,951$1,428 12/31/2019
     IBMI55,951$1,428 12/31/2019
Sentinel Pension Advisors Inc.53,698$1,370 12/31/2019
     IBMI53,698$1,370 12/31/2019
Stifel Financial Corp50,180$1,285 12/31/2019
     IBMI50,180$1,285 12/31/2019
Flow Traders U.S. LLC49,774$1,270 12/31/2019
     IBMI49,774$1,270 12/31/2019
Raymond James & Associates48,437$1,236 12/31/2019
     IBMI48,437$1,236 12/31/2019
AMG National Trust Bank42,975$1,097 12/31/2019
     IBMI42,975$1,097 12/31/2019
Single Point Partners LLC41,166$1,051 12/31/2019
     IBMI41,166$1,051 12/31/2019
First National Corp MA ADV40,321$1,029 12/31/2019
     IBMI40,321$1,029 12/31/2019
Roof Eidam & Maycock ADV40,325$1,029 12/31/2019
     IBMI40,325$1,029 12/31/2019
Altium Wealth Management LLC37,274$951 12/31/2019
     IBMI37,274$951 12/31/2019
Covington Investment Advisors Inc.36,995$943 12/31/2019
     IBMI36,995$943 12/31/2019
Guidance Point Advisors LLC35,459$904 12/31/2019
     IBMI35,459$904 12/31/2019
DAVENPORT & Co LLC34,585$883 12/31/2019
     IBMI34,585$883 12/31/2019
Honkamp Krueger Financial Services Inc.34,399$878 12/31/2019
     IBMI34,399$878 12/31/2019
Carnegie Capital Asset Management LLC34,025$868 12/31/2019
     IBMI34,025$868 12/31/2019
Mercer Global Advisors Inc. ADV32,504$830 12/31/2019
     IBMI32,504$830 12/31/2019
Kathmere Capital Management LLC31,312$799 12/31/2019
     IBMI31,312$799 12/31/2019
Sigma Investment Counselors Inc.30,855$787 12/31/2019
     IBMI30,855$787 12/31/2019
Regions Financial Corp30,213$771 12/31/2019
     IBMI30,213$771 12/31/2019
Boston Advisors LLC29,465$752 09/30/2019
     IBMI29,465$752 09/30/2019
Cambridge Investment Research Advisors Inc.28,855$736 12/31/2019
     IBMI28,855$736 12/31/2019
Tlwm26,951$688 12/31/2019
     IBMI26,951$688 12/31/2019
Cedar Brook Financial Partners LLC26,715$682 12/31/2019
     IBMI26,715$682 12/31/2019
Brandywine Oak Private Wealth LLC26,476$675 12/31/2019
     IBMI26,476$675 12/31/2019
Vista Private Wealth Partners. LLC26,041$665 12/31/2019
     IBMI26,041$665 12/31/2019
Valmark Advisers Inc.24,012$613 12/31/2019
     IBMI24,012$613 12/31/2019
ETF Portfolio Partners Inc.24,035$613 12/31/2019
     IBMI24,035$613 12/31/2019
Captrust Financial Advisors23,610$603 12/31/2019
     IBMI23,610$603 12/31/2019
Stratos Wealth Partners LTD.22,448$573 12/31/2019
     IBMI22,448$573 12/31/2019
Asset Dedication LLC22,024$562 12/31/2019
     IBMI22,024$562 12/31/2019
Royal Harbor Partners LLC21,477$548 12/31/2019
     IBMI21,477$548 12/31/2019
Jane Street Group LLC21,023$537 12/31/2019
     IBMI21,023$537 12/31/2019
SlateStone Wealth LLC19,972$510 12/31/2019
     IBMI19,972$510 12/31/2019
Capital Directions Investment Advisors LLC19,690$502 12/31/2019
     IBMI19,690$502 12/31/2019
Sandy Spring Bank19,650$501 12/31/2019
     IBMI19,650$501 12/31/2019
Shakespeare Wealth Management Inc.18,987$485 12/31/2019
     IBMI18,987$485 12/31/2019
Personal Resources Investment & Strategic Management Inc.19,023$485 12/31/2019
     IBMI19,023$485 12/31/2019
Actinver Wealth Management Inc.18,974$484 12/31/2019
     IBMI18,974$484 12/31/2019
Advisor Group Inc.18,080$462 12/31/2019
     IBMI18,080$462 12/31/2019
Baird Financial Group Inc.16,524$422 12/31/2019
     IBMI16,524$422 12/31/2019
Ausdal Financial Partners Inc.16,403$419 12/31/2019
     IBMI16,403$419 12/31/2019
MML Investors Services LLC16,197$413 12/31/2019
     IBMI16,197$413 12/31/2019
Janney Montgomery Scott LLC14,936$381 12/31/2019
     IBMI14,936$381 12/31/2019
Resonant Capital Advisors LLC14,746$376 12/31/2019
     IBMI14,746$376 12/31/2019
Vigilant Capital Management LLC14,680$375 12/31/2019
     IBMI14,680$375 12/31/2019
Independent Advisor Alliance14,544$371 12/31/2019
     IBMI14,544$371 12/31/2019
Derby & Company Inc.14,139$361 12/31/2019
     IBMI14,139$361 12/31/2019
Ladenburg Thalmann Financial Services Inc.14,025$358 12/31/2019
     IBMI14,025$358 12/31/2019
Sonata Capital Group Inc.13,933$356 12/31/2019
     IBMI13,933$356 12/31/2019
Wilbanks Smith & Thomas Asset Management LLC13,423$343 12/31/2019
     IBMI13,423$343 12/31/2019
Integrated Wealth Concepts LLC12,650$323 12/31/2019
     IBMI12,650$323 12/31/2019
Citadel Advisors LLC12,489$319 12/31/2019
     IBMI12,489$319 12/31/2019
Greenwich Investment Management Inc.12,250$313 12/31/2019
     IBMI12,250$313 12/31/2019
JPMorgan Chase & Co.11,852$302 12/31/2019
     IBMI11,852$302 12/31/2019
Autus Asset Management LLC11,500$293 12/31/2019
     IBMI11,500$293 12/31/2019
Truist Financial Corp11,059$282 12/31/2019
     IBMI11,059$282 12/31/2019
American Economic Planning Group Inc. ADV10,923$279 09/30/2019
     IBMI10,923$279 09/30/2019
King Luther Capital Management Corp10,820$276 12/31/2019
     IBMI10,820$276 12/31/2019
Emerald Advisors LLC10,000$256 12/31/2019
     IBMI10,000$256 12/31/2019
Peloton Wealth Strategists9,000$230 12/31/2019
     IBMI9,000$230 12/31/2019
Ameritas Investment Partners Inc.8,910$227 12/31/2019
     IBMI8,910$227 12/31/2019
Northern Oak Wealth Management Inc.8,708$222 12/31/2019
     IBMI8,708$222 12/31/2019
Resources Investment Advisors LLC.8,175$209 12/31/2019
     IBMI8,175$209 12/31/2019
Dynamic Advisor Solutions LLC7,848$200 12/31/2019
     IBMI7,848$200 12/31/2019
FinTrust Capital Advisors LLC6,485$165 12/31/2019
     IBMI6,485$165 12/31/2019
Lee Financial Co6,151$157 12/31/2019
     IBMI6,151$157 12/31/2019
MCF Advisors LLC5,889$150 12/31/2019
     IBMI5,889$150 12/31/2019
Weaver Consulting Group5,000$128 12/31/2019
     IBMI5,000$128 12/31/2019
Signature Estate & Investment Advisors LLC4,304$110 12/31/2019
     IBMI4,304$110 12/31/2019
New Capital Management LP4,301$110 12/31/2019
     IBMI4,301$110 12/31/2019
Parallel Advisors LLC4,161$106 12/31/2019
     IBMI4,161$106 12/31/2019
Citigroup Inc.4,000$102 12/31/2019
     IBMI4,000$102 12/31/2019
Advisory Services Network LLC3,985$102 12/31/2019
     IBMI3,985$102 12/31/2019
Laurel Wealth Advisors LLC3,900$100 12/31/2019
     IBMI3,900$100 12/31/2019
Fifth Third Bancorp3,095$79 12/31/2019
     IBMI3,095$79 12/31/2019
Steward Partners Investment Advisory LLC2,620$66 12/31/2019
     IBMI2,620$66 12/31/2019
IFP Advisors Inc2,400$61 12/31/2019
     IBMI2,400$61 12/31/2019
Baldwin Brothers Inc. MA1,970$50 12/31/2019
     IBMI1,970$50 12/31/2019
Ameritas Investment Company LLC1,712$44 12/31/2019
     IBMI1,712$44 12/31/2019
Coastal Capital Group Inc.1,386$35 12/31/2019
     IBMI1,386$35 12/31/2019
Whittier Trust Co. of Nevada Inc.1,041$27 12/31/2019
     IBMI1,041$27 12/31/2019
AdvisorNet Financial Inc885$23 12/31/2019
     IBMI885$23 12/31/2019
Capital Asset Advisory Services LLC489$12 12/31/2019
     IBMI489$12 12/31/2019
CENTRAL TRUST Co400$10 12/31/2019
     IBMI400$10 12/31/2019
Proequities Inc.340$9 12/31/2019
     IBMI340$9 12/31/2019
Assetmark Inc.338$9 12/31/2019
     IBMI338$9 12/31/2019
FMR LLC143$4 12/31/2019
     IBMI143$4 12/31/2019
BlackRock Inc.163$4 12/31/2019
     IBMI163$4 12/31/2019

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

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