HoldingsChannel.com
Funds Holding IBMK
HolderAmountPosition Size
($ in 1000's)
 As of
US Bancorp DE907,340$23,741 12/31/2019
     IBMK907,340$23,741 12/31/2019
Morgan Stanley791,261$20,703 12/31/2019
     IBMK791,261$20,703 12/31/2019
HighTower Advisors LLC678,134$17,740 12/31/2019
     IBMK678,134$17,740 12/31/2019
Bank of America Corp DE631,866$16,532 12/31/2019
     IBMK631,866$16,532 12/31/2019
UBS Group AG412,678$10,798 12/31/2019
     IBMK412,678$10,798 12/31/2019
Wells Fargo & Company MN363,155$9,502 12/31/2019
     IBMK363,155$9,502 12/31/2019
Raymond James Financial Services Advisors Inc.264,403$6,918 12/31/2019
     IBMK264,403$6,918 12/31/2019
United Capital Financial Advisers LLC248,307$6,496 12/31/2019
     IBMK248,307$6,496 12/31/2019
Lincoln National Corp237,545$6,216 12/31/2019
     IBMK237,545$6,216 12/31/2019
Envestnet Asset Management Inc.231,508$6,057 12/31/2019
     IBMK231,508$6,057 12/31/2019
Gateway Advisory LLC230,458$6,030 12/31/2019
     IBMK230,458$6,030 12/31/2019
Leavell Investment Management Inc.224,535$5,875 12/31/2019
     IBMK224,535$5,875 12/31/2019
Commonwealth Equity Services LLC211,187$5,525 12/31/2019
     IBMK211,187$5,525 12/31/2019
Fusion Family Wealth LLC197,948$5,179 12/31/2019
     IBMK197,948$5,179 12/31/2019
LPL Financial LLC189,294$4,953 12/31/2019
     IBMK189,294$4,953 12/31/2019
Assetmark Inc.180,014$4,710 12/31/2019
     IBMK180,014$4,710 12/31/2019
GWM Advisors LLC157,092$4,110 12/31/2019
     IBMK157,092$4,110 12/31/2019
Sunbelt Securities Inc.619$4,049 12/31/2019
     IBMK619$4,049 12/31/2019
Confluence Investment Management LLC137,559$3,599 12/31/2019
     IBMK137,559$3,599 12/31/2019
Cliftonlarsonallen Wealth Advisors LLC118,906$3,111 12/31/2019
     IBMK118,906$3,111 12/31/2019
Estate Counselors LLC107,415$2,811 12/31/2019
     IBMK107,415$2,811 12/31/2019
Stonebridge Capital Advisors LLC106,207$2,779 12/31/2019
     IBMK106,207$2,779 12/31/2019
Private Advisor Group LLC103,307$2,703 12/31/2019
     IBMK103,307$2,703 12/31/2019
Mariner LLC99,677$2,608 12/31/2019
     IBMK99,677$2,608 12/31/2019
Northwestern Mutual Wealth Management Co.96,118$2,515 12/31/2019
     IBMK96,118$2,515 12/31/2019
Stifel Financial Corp83,193$2,177 12/31/2019
     IBMK83,193$2,177 12/31/2019
CENTRAL TRUST Co74,300$1,944 12/31/2019
     IBMK74,300$1,944 12/31/2019
Guidant Wealth Advisors72,935$1,907 09/30/2019
     IBMK72,935$1,907 09/30/2019
Sentinel Pension Advisors Inc.68,913$1,803 12/31/2019
     IBMK68,913$1,803 12/31/2019
Raymond James & Associates67,303$1,761 12/31/2019
     IBMK67,303$1,761 12/31/2019
Ferris Capital LLC66,968$1,752 12/31/2019
     IBMK66,968$1,752 12/31/2019
Managed Account Services Inc.65,166$1,711 12/31/2019
     IBMK65,166$1,711 12/31/2019
Mercer Global Advisors Inc. ADV64,873$1,697 12/31/2019
     IBMK64,873$1,697 12/31/2019
Honkamp Krueger Financial Services Inc.63,339$1,657 12/31/2019
     IBMK63,339$1,657 12/31/2019
LifeSteps Financial Inc.62,218$1,628 12/31/2019
     IBMK62,218$1,628 12/31/2019
Fieldpoint Private Securities LLC61,850$1,618 12/31/2019
     IBMK61,850$1,618 12/31/2019
Sonata Capital Group Inc.59,616$1,560 12/31/2019
     IBMK59,616$1,560 12/31/2019
Corbett Road Capital Management LLC58,764$1,538 12/31/2019
     IBMK58,764$1,538 12/31/2019
Beacon Pointe Wealth Advisors LLC50,265$1,314 12/31/2019
     IBMK50,265$1,314 12/31/2019
EP Wealth Advisors LLC48,069$1,258 12/31/2019
     IBMK48,069$1,258 12/31/2019
Carnegie Capital Asset Management LLC47,102$1,232 12/31/2019
     IBMK47,102$1,232 12/31/2019
Royal Bank of Canada44,118$1,154 12/31/2019
     IBMK44,118$1,154 12/31/2019
AMG National Trust Bank42,175$1,104 12/31/2019
     IBMK42,175$1,104 12/31/2019
Paulson Wealth Management Inc.41,797$1,098 12/31/2019
     IBMK41,797$1,098 12/31/2019
Phillips Financial Management LLC40,450$1,058 12/31/2019
     IBMK40,450$1,058 12/31/2019
Roof Eidam & Maycock ADV40,375$1,056 12/31/2019
     IBMK40,375$1,056 12/31/2019
Altium Wealth Management LLC39,720$1,039 12/31/2019
     IBMK39,720$1,039 12/31/2019
Tlwm38,458$1,006 12/31/2019
     IBMK38,458$1,006 12/31/2019
Guidance Point Advisors LLC37,203$973 12/31/2019
     IBMK37,203$973 12/31/2019
Covington Investment Advisors Inc.36,420$953 12/31/2019
     IBMK36,420$953 12/31/2019
Regions Financial Corp32,703$855 12/31/2019
     IBMK32,703$855 12/31/2019
AllSquare Wealth Management LLC29,290$766 12/31/2019
     IBMK29,290$766 12/31/2019
Capital Directions Investment Advisors LLC28,298$740 12/31/2019
     IBMK28,298$740 12/31/2019
Cedar Brook Financial Partners LLC28,278$740 12/31/2019
     IBMK28,278$740 12/31/2019
Cambridge Investment Research Advisors Inc.28,230$739 12/31/2019
     IBMK28,230$739 12/31/2019
Trust Co. of Virginia VA26,250$687 12/31/2019
     IBMK26,250$687 12/31/2019
Vista Private Wealth Partners. LLC25,477$667 12/31/2019
     IBMK25,477$667 12/31/2019
Valmark Advisers Inc.25,149$658 12/31/2019
     IBMK25,149$658 12/31/2019
Boston Advisors LLC25,132$657 09/30/2019
     IBMK25,132$657 09/30/2019
First National Corp MA ADV24,417$639 12/31/2019
     IBMK24,417$639 12/31/2019
ETF Portfolio Partners Inc.23,803$623 12/31/2019
     IBMK23,803$623 12/31/2019
MCF Advisors LLC22,787$596 12/31/2019
     IBMK22,787$596 12/31/2019
Captrust Financial Advisors22,282$583 12/31/2019
     IBMK22,282$583 12/31/2019
Ameriprise Financial Inc.22,255$582 12/31/2019
     IBMK22,255$582 12/31/2019
SlateStone Wealth LLC21,510$563 12/31/2019
     IBMK21,510$563 12/31/2019
Derby & Company Inc.21,447$561 12/31/2019
     IBMK21,447$561 12/31/2019
Asset Dedication LLC20,905$547 12/31/2019
     IBMK20,905$547 12/31/2019
Baird Financial Group Inc.20,536$537 12/31/2019
     IBMK20,536$537 12/31/2019
Flow Traders U.S. LLC20,286$531 12/31/2019
     IBMK20,286$531 12/31/2019
DAVENPORT & Co LLC20,085$526 12/31/2019
     IBMK20,085$526 12/31/2019
Wrapmanager Inc.19,943$522 12/31/2019
     IBMK19,943$522 12/31/2019
Brandywine Oak Private Wealth LLC19,679$514 12/31/2019
     IBMK19,679$514 12/31/2019
Wilbanks Smith & Thomas Asset Management LLC19,620$513 12/31/2019
     IBMK19,620$513 12/31/2019
Stratos Wealth Partners LTD.18,941$496 12/31/2019
     IBMK18,941$496 12/31/2019
Shakespeare Wealth Management Inc.18,518$485 12/31/2019
     IBMK18,518$485 12/31/2019
Actinver Wealth Management Inc.18,551$485 12/31/2019
     IBMK18,551$485 12/31/2019
Ausdal Financial Partners Inc.17,955$473 12/31/2019
     IBMK17,955$473 12/31/2019
King Luther Capital Management Corp17,703$463 12/31/2019
     IBMK17,703$463 12/31/2019
Peloton Wealth Strategists17,500$458 12/31/2019
     IBMK17,500$458 12/31/2019
Royal Harbor Partners LLC15,547$407 12/31/2019
     IBMK15,547$407 12/31/2019
Sandy Spring Bank15,530$406 12/31/2019
     IBMK15,530$406 12/31/2019
Sigma Investment Counselors Inc.15,190$397 12/31/2019
     IBMK15,190$397 12/31/2019
Truist Financial Corp15,073$394 12/31/2019
     IBMK15,073$394 12/31/2019
BCS Wealth Management14,347$375 12/31/2019
     IBMK14,347$375 12/31/2019
Independent Advisor Alliance14,252$373 12/31/2019
     IBMK14,252$373 12/31/2019
Janney Montgomery Scott LLC13,792$361 12/31/2019
     IBMK13,792$361 12/31/2019
Palladium Partners LLC13,125$343 12/31/2019
     IBMK13,125$343 12/31/2019
Integrated Wealth Concepts LLC12,925$338 12/31/2019
     IBMK12,925$338 12/31/2019
Simmons Bank12,614$330 12/31/2019
     IBMK12,614$330 12/31/2019
Advisor Group Inc.11,951$313 12/31/2019
     IBMK11,951$313 12/31/2019
Ameritas Investment Partners Inc.11,935$312 12/31/2019
     IBMK11,935$312 12/31/2019
BlackRock Inc.11,428$299 12/31/2019
     IBMK11,428$299 12/31/2019
Kathmere Capital Management LLC10,524$275 12/31/2019
     IBMK10,524$275 12/31/2019
Lee Financial Co10,183$266 12/31/2019
     IBMK10,183$266 12/31/2019
Emerald Advisors LLC10,000$263 12/31/2019
     IBMK10,000$263 12/31/2019
Klingman & Associates LLC9,459$247 12/31/2019
     IBMK9,459$247 12/31/2019
American Economic Planning Group Inc. ADV9,019$236 09/30/2019
     IBMK9,019$236 09/30/2019
BB&T Securities LLC8,845$230 09/30/2019
     IBMK8,845$230 09/30/2019
Capital One National Association8,671$227 12/31/2019
     IBMK8,671$227 12/31/2019
Wealthstar Advisors LLC $226 12/31/2019
     Call864,600$226 12/31/2019
Capital Investment Advisors LLC8,566$224 12/31/2019
     IBMK8,566$224 12/31/2019
Bridgeworth LLC8,355$219 12/31/2019
     IBMK8,355$219 12/31/2019
Ladenburg Thalmann Financial Services Inc.8,295$217 12/31/2019
     IBMK8,295$217 12/31/2019
Northern Oak Wealth Management Inc.8,215$215 12/31/2019
     IBMK8,215$215 12/31/2019
Taylor Cottrill Erickson & Associates Inc.8,115$212 12/31/2019
     IBMK8,115$212 12/31/2019
Resources Investment Advisors LLC.7,989$209 12/31/2019
     IBMK7,989$209 12/31/2019
SkyOak Wealt LLC7,863$206 12/31/2019
     IBMK7,863$206 12/31/2019
FinTrust Capital Advisors LLC6,445$169 12/31/2019
     IBMK6,445$169 12/31/2019
Vigilant Capital Management LLC4,611$121 12/31/2019
     IBMK4,611$121 12/31/2019
Steward Partners Investment Advisory LLC2,598$67 12/31/2019
     IBMK2,598$67 12/31/2019
Advisory Services Network LLC1,992$52 12/31/2019
     IBMK1,992$52 12/31/2019
Archer Investment Corp2,000$52 12/31/2019
     IBMK2,000$52 12/31/2019
Ameritas Investment Company LLC1,691$44 12/31/2019
     IBMK1,691$44 12/31/2019
FMR LLC1,310$34 12/31/2019
     IBMK1,310$34 12/31/2019
Coastal Capital Group Inc.1,291$33 12/31/2019
     IBMK1,291$33 12/31/2019
IFP Advisors Inc1,107$29 12/31/2019
     IBMK1,107$29 12/31/2019
Whittier Trust Co. of Nevada Inc.1,027$27 12/31/2019
     IBMK1,027$27 12/31/2019
Valley National Advisers Inc.1,010$26 12/31/2019
     IBMK1,010$26 12/31/2019
AdvisorNet Financial Inc990$26 12/31/2019
     IBMK990$26 12/31/2019
Parallel Advisors LLC897$23 12/31/2019
     IBMK897$23 12/31/2019
Capital Asset Advisory Services LLC778$20 12/31/2019
     IBMK778$20 12/31/2019
First Manhattan Co.367$9 12/31/2019
     IBMK367$9 12/31/2019
Tower Research Capital LLC TRC 100$3 12/31/2019
     IBMK100$3 12/31/2019
Proequities Inc.0$0 12/31/2019
     IBMK0$0 12/31/2019

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

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