On this page, we present all of the funds holding IEI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IEI, with a link to that fund's top holdings. The next columns indicate the amount of IEI stock held by each of the funds holding IEI, followed by the IEI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 649 funds holding IEI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by JPMorgan Chase & Co.. For more details on the positions held by JPMorgan Chase & Co. (or by any of the other funds holding IEI), click the fund name in the "Holder" column of the funds-holding-IEI table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
JPMorgan Chase & Co. | 9,407,089 | $1,101,852 | 12/31/2023 |
IEI | 9,407,089 | $1,101,852 | 12/31/2023 |
Bank of America Corp DE | $585,000 | 12/31/2023 | |
IEI | 4,994,752 | $585,035 | 12/31/2023 |
Put | 200,300 | $23,461 | 12/31/2023 |
Call | 200,000 | $23,426 | 12/31/2023 |
Financial Engines Advisors L.L.C. | 4,154,095 | $486,569 | 12/31/2023 |
IEI | 4,154,095 | $486,569 | 12/31/2023 |
Envestnet Asset Management Inc. | 3,888,648 | $455,477 | 12/31/2023 |
IEI | 3,888,648 | $455,477 | 12/31/2023 |
FMR LLC | 3,003,638 | $351,816 | 12/31/2023 |
IEI | 3,003,638 | $351,816 | 12/31/2023 |
Charles Schwab Investment Advisory Inc. | 2,784,998 | $326,207 | 12/31/2023 |
IEI | 2,784,998 | $326,207 | 12/31/2023 |
Truist Financial Corp | 2,600,709 | $304,621 | 12/31/2023 |
IEI | 2,600,709 | $304,621 | 12/31/2023 |
Morgan Stanley | 2,501,163 | $292,961 | 12/31/2023 |
IEI | 2,501,163 | $292,961 | 12/31/2023 |
Cerity Partners LLC | 2,229,435 | $261,134 | 12/31/2023 |
IEI | 2,229,435 | $261,134 | 12/31/2023 |
Janney Montgomery Scott LLC | 2,136,167 | $250,210 | 12/31/2023 |
IEI | 2,136,167 | $250,210 | 12/31/2023 |
Assetmark Inc. | 2,094,390 | $245,316 | 12/31/2023 |
IEI | 2,094,390 | $245,316 | 12/31/2023 |
Bank Julius Baer & Co. Ltd Zurich | 2,078,819 | $243,492 | 12/31/2023 |
IEI | 2,078,819 | $243,492 | 12/31/2023 |
Creative Planning | 1,960,385 | $229,620 | 12/31/2023 |
IEI | 1,960,385 | $229,620 | 12/31/2023 |
Ameriprise Financial Inc. | 1,874,554 | $219,187 | 12/31/2023 |
IEI | 1,874,554 | $219,187 | 12/31/2023 |
UBS Group AG | 1,823,656 | $213,605 | 12/31/2023 |
IEI | 1,823,656 | $213,605 | 12/31/2023 |
Wells Fargo & Company MN | 1,776,753 | $208,111 | 12/31/2023 |
IEI | 1,776,753 | $208,111 | 12/31/2023 |
Charles Schwab Investment Management Inc. | 1,692,850 | $198,284 | 12/31/2023 |
IEI | 1,692,850 | $198,284 | 12/31/2023 |
Matson Money. Inc. | 1,434,967 | $168,078 | 12/31/2023 |
IEI | 1,434,967 | $168,078 | 12/31/2023 |
Stifel Financial Corp | 1,308,204 | $153,230 | 12/31/2023 |
IEI | 1,308,204 | $153,230 | 12/31/2023 |
WestEnd Advisors LLC | 1,292,429 | $151,382 | 12/31/2023 |
IEI | 1,292,429 | $151,382 | 12/31/2023 |
Raymond James & Associates | 1,233,872 | $142,895 | 03/31/2024 |
IEI | 1,233,872 | $142,895 | 03/31/2024 |
Tanglewood Wealth Management Inc. | 1,203,211 | $140,932 | 12/31/2023 |
IEI | 1,203,211 | $140,932 | 12/31/2023 |
Johnson Financial Group Inc. | 1,179,767 | $138,186 | 12/31/2023 |
IEI | 1,179,767 | $138,186 | 12/31/2023 |
LPL Financial LLC | 1,136,374 | $133,103 | 12/31/2023 |
IEI | 1,136,374 | $133,103 | 12/31/2023 |
BlackRock Inc. | 1,011,970 | $118,532 | 12/31/2023 |
IEI | 1,011,970 | $118,532 | 12/31/2023 |
Royal Bank of Canada | 649,953 | $76,129 | 12/31/2023 |
IEI | 649,953 | $76,129 | 12/31/2023 |
Huntington National Bank | 628,778 | $73,649 | 12/31/2023 |
IEI | 628,778 | $73,649 | 12/31/2023 |
Advisor Group Holdings Inc. | 542,413 | $63,539 | 12/31/2023 |
IEI | 542,413 | $63,539 | 12/31/2023 |
The PNC Financial Services Group Inc. | 494,705 | $57,945 | 12/31/2023 |
IEI | 494,705 | $57,945 | 12/31/2023 |
SNS Financial Group LLC | 486,880 | $56,386 | 03/31/2024 |
IEI | 486,880 | $56,386 | 03/31/2024 |
Evergreen Capital Management LLC | 472,485 | $55,342 | 12/31/2023 |
IEI | 472,485 | $55,342 | 12/31/2023 |
Facet Wealth Inc. | 470,491 | $54,742 | 12/31/2023 |
IEI | 470,491 | $54,742 | 12/31/2023 |
M&T Bank Corp | 461,938 | $54,107 | 12/31/2023 |
IEI | 461,938 | $54,107 | 12/31/2023 |
Victory Capital Management Inc. | 459,944 | $53,873 | 12/31/2023 |
IEI | 459,944 | $53,873 | 12/31/2023 |
Cantor Fitzgerald Investment Adviser L.P. | 410,746 | $48,111 | 12/31/2023 |
IEI | 410,746 | $48,111 | 12/31/2023 |
Keybank National Association OH | 405,915 | $47,545 | 12/31/2023 |
IEI | 405,915 | $47,545 | 12/31/2023 |
Buckingham Strategic Wealth LLC | 403,006 | $47,204 | 12/31/2023 |
IEI | 403,006 | $47,204 | 12/31/2023 |
Hilton Capital Management LLC | 379,850 | $44,492 | 12/31/2023 |
IEI | 379,850 | $44,492 | 12/31/2023 |
Strategic Point Investment Advisors LLC | 375,589 | $43,993 | 12/31/2023 |
IEI | 375,589 | $43,993 | 12/31/2023 |
Anchor Capital Advisors LLC | 368,038 | $43,108 | 12/31/2023 |
IEI | 368,038 | $43,108 | 12/31/2023 |
Banco Santander S.A. | 366,632 | $42,944 | 12/31/2023 |
IEI | 366,632 | $42,944 | 12/31/2023 |
National Bank of Canada FI | 365,207 | $42,652 | 12/31/2023 |
IEI | 365,207 | $42,652 | 12/31/2023 |
AE Wealth Management LLC | 342,488 | $39,896 | 12/31/2023 |
IEI | 342,488 | $39,896 | 12/31/2023 |
Marks Wealth LLC | 309,172 | $36,213 | 12/31/2023 |
IEI | 309,172 | $36,213 | 12/31/2023 |
Buckingham Capital Management Inc. | 305,590 | $35,390 | 03/31/2024 |
IEI | 305,590 | $35,390 | 03/31/2024 |
Jefferies Financial Group Inc. | 295,550 | $34,618 | 12/31/2023 |
IEI | 295,550 | $34,618 | 12/31/2023 |
Armstrong Advisory Group Inc. | 283,123 | $33,162 | 03/31/2024 |
IEI | 283,123 | $33,162 | 03/31/2024 |
Hsbc Holdings PLC | 280,008 | $32,797 | 12/31/2023 |
IEI | 280,008 | $32,797 | 12/31/2023 |
Susquehanna International Group LLP | $31,856 | 12/31/2023 | |
Call | 320,900 | $37,587 | 12/31/2023 |
Put | 67,900 | $7,953 | 12/31/2023 |
IEI | 18,968 | $2,222 | 12/31/2023 |
Clarity Financial LLC | 260,637 | $30,184 | 03/31/2024 |
IEI | 260,637 | $30,184 | 03/31/2024 |
Madison Asset Management LLC | 253,536 | $29,697 | 12/31/2023 |
IEI | 253,536 | $29,697 | 12/31/2023 |
Banco Bilbao Vizcaya Argentaria S.A. | 249,429 | $29,218 | 12/31/2023 |
IEI | 249,429 | $29,218 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 251,091 | $29,079 | 03/31/2024 |
IEI | 251,091 | $29,079 | 03/31/2024 |
Cetera Investment Advisers | 241,544 | $28,292 | 12/31/2023 |
IEI | 241,544 | $28,292 | 12/31/2023 |
Orion Portfolio Solutions LLC | 238,671 | $27,834 | 12/31/2023 |
IEI | 238,671 | $27,834 | 12/31/2023 |
Parkside Advisors LLC | 236,486 | $27,387 | 03/31/2024 |
IEI | 236,486 | $27,387 | 03/31/2024 |
HighTower Advisors LLC | 231,214 | $27,073 | 12/31/2023 |
IEI | 231,214 | $27,073 | 12/31/2023 |
MML Investors Services LLC | 221,092 | $25,897 | 12/31/2023 |
IEI | 221,092 | $25,897 | 12/31/2023 |
CI Private Wealth LLC | 216,840 | $25,398 | 12/31/2023 |
IEI | 216,840 | $25,398 | 12/31/2023 |
Connectus Wealth LLC | 214,537 | $25,176 | 12/31/2023 |
IEI | 214,537 | $25,176 | 12/31/2023 |
Millennium Management LLC | 209,531 | $24,542 | 12/31/2023 |
IEI | 209,531 | $24,542 | 12/31/2023 |
DDFG Inc | 207,321 | $24,284 | 12/31/2023 |
IEI | 207,321 | $24,284 | 12/31/2023 |
Trilogy Capital Inc. | 208,957 | $24,199 | 03/31/2024 |
IEI | 208,957 | $24,199 | 03/31/2024 |
Allianz Asset Management GmbH | 204,800 | $23,988 | 12/31/2023 |
IEI | 204,800 | $23,988 | 12/31/2023 |
Keel Point LLC | 203,440 | $23,560 | 03/31/2024 |
IEI | 203,440 | $23,560 | 03/31/2024 |
Klaas Financial Asset Advisors LLC | 202,225 | $23,420 | 03/31/2024 |
IEI | 202,225 | $23,420 | 03/31/2024 |
Commonwealth Equity Services LLC | 197,257 | $23,105 | 12/31/2023 |
IEI | 197,257 | $23,105 | 12/31/2023 |
Adroit Compliance LLC | 196,716 | $23,041 | 12/31/2023 |
IEI | 196,716 | $23,041 | 12/31/2023 |
US Bancorp DE | 187,241 | $21,932 | 12/31/2023 |
IEI | 187,241 | $21,932 | 12/31/2023 |
Franklin Resources Inc. | 186,727 | $21,871 | 12/31/2023 |
IEI | 186,727 | $21,871 | 12/31/2023 |
One Day In July LLC | 185,516 | $21,730 | 12/31/2023 |
IEI | 185,516 | $21,730 | 12/31/2023 |
MBL Wealth LLC | 186,851 | $21,639 | 03/31/2024 |
IEI | 186,851 | $21,639 | 03/31/2024 |
Raymond James Financial Services Advisors Inc. | 184,257 | $21,339 | 03/31/2024 |
IEI | 184,257 | $21,339 | 03/31/2024 |
Northern Trust Corp | 180,668 | $21,162 | 12/31/2023 |
IEI | 180,668 | $21,162 | 12/31/2023 |
Curi Capital | 173,270 | $20,295 | 12/31/2023 |
IEI | 173,270 | $20,295 | 12/31/2023 |
Berkshire Bank | 171,011 | $19,805 | 03/31/2024 |
IEI | 171,011 | $19,805 | 03/31/2024 |
First Financial Bank Trust Division | 169,987 | $19,686 | 03/31/2024 |
IEI | 169,987 | $19,686 | 03/31/2024 |
Willis Johnson & Associates Inc. | 157,623 | $18,254 | 03/31/2024 |
IEI | 157,623 | $18,254 | 03/31/2024 |
Juniper Hill Capital Management LP | 153,297 | $17,956 | 12/31/2023 |
IEI | 153,297 | $17,956 | 12/31/2023 |
CFO4Life Group LLC | 150,036 | $17,574 | 12/31/2023 |
IEI | 150,036 | $17,574 | 12/31/2023 |
Bank of New York Mellon Corp | 149,968 | $17,566 | 12/31/2023 |
IEI | 149,968 | $17,566 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 151,230 | $17,514 | 03/31/2024 |
IEI | 151,230 | $17,514 | 03/31/2024 |
Citizens Financial Group Inc RI | 144,345 | $16,907 | 12/31/2023 |
IEI | 144,345 | $16,907 | 12/31/2023 |
Raub Brock Capital Management LP | 143,683 | $16,640 | 03/31/2024 |
IEI | 143,683 | $16,640 | 03/31/2024 |
Capital Investment Services of America Inc. | 136,177 | $15,950 | 12/31/2023 |
IEI | 136,177 | $15,950 | 12/31/2023 |
GWM Advisors LLC | 134,992 | $15,726 | 12/31/2023 |
IEI | 134,992 | $15,726 | 12/31/2023 |
1832 Asset Management L.P. | 133,350 | $15,619 | 12/31/2023 |
IEI | 133,350 | $15,619 | 12/31/2023 |
Pinnacle Financial Partners Inc. | 133,036 | $15,583 | 12/31/2023 |
IEI | 133,036 | $15,583 | 12/31/2023 |
Leavell Investment Management Inc. | 134,546 | $15,582 | 03/31/2024 |
IEI | 134,546 | $15,582 | 03/31/2024 |
Atria Wealth Solutions Inc. | 129,985 | $15,225 | 12/31/2023 |
IEI | 129,985 | $15,225 | 12/31/2023 |
Canal Capital Management LLC | 125,559 | $14,541 | 03/31/2024 |
IEI | 125,559 | $14,541 | 03/31/2024 |
Wilbanks Smith & Thomas Asset Management LLC | 123,072 | $14,415 | 12/31/2023 |
IEI | 123,072 | $14,415 | 12/31/2023 |
Pegasus Partners Ltd. | 124,260 | $14,391 | 03/31/2024 |
IEI | 124,260 | $14,391 | 03/31/2024 |
Woodmont Investment Counsel LLC | 124,112 | $14,373 | 03/31/2024 |
IEI | 124,112 | $14,373 | 03/31/2024 |
Partners Capital Investment Group LLP | 120,010 | $14,057 | 12/31/2023 |
IEI | 120,010 | $14,057 | 12/31/2023 |
Haverford Trust Co. | 119,121 | $13,953 | 12/31/2023 |
IEI | 119,121 | $13,953 | 12/31/2023 |
Citadel Advisors LLC | $13,928 | 12/31/2023 | |
Call | 177,500 | $20,791 | 12/31/2023 |
Put | 110,000 | $12,884 | 12/31/2023 |
IEI | 51,406 | $6,021 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 118,402 | $13,868 | 12/31/2023 |
IEI | 118,402 | $13,868 | 12/31/2023 |
Capital Investment Advisory Services LLC | 116,508 | $13,647 | 12/31/2023 |
IEI | 116,508 | $13,647 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 114,087 | $13,363 | 12/31/2023 |
IEI | 114,087 | $13,363 | 12/31/2023 |
Pictet Asset Management Holding SA | 112,290 | $13,153 | 12/31/2023 |
IEI | 112,290 | $13,153 | 12/31/2023 |
Bond & Devick Financial Network Inc. | 108,179 | $12,671 | 12/31/2023 |
IEI | 108,179 | $12,671 | 12/31/2023 |
Blue Edge Capital LLC | 106,388 | $12,461 | 12/31/2023 |
IEI | 106,388 | $12,461 | 12/31/2023 |
Boltwood Capital Management | 99,734 | $11,550 | 03/31/2024 |
IEI | 99,734 | $11,550 | 03/31/2024 |
RKL Wealth Management LLC | 97,882 | $11,465 | 12/31/2023 |
IEI | 97,882 | $11,465 | 12/31/2023 |
GeoWealth Management LLC | 96,814 | $11,338 | 12/31/2023 |
IEI | 96,814 | $11,338 | 12/31/2023 |
Buckingham Strategic Partners | 96,427 | $11,294 | 12/31/2023 |
IEI | 96,427 | $11,294 | 12/31/2023 |
Quaker Wealth Management LLC | 95,283 | $11,161 | 12/31/2023 |
IEI | 95,283 | $11,161 | 12/31/2023 |
Bank of Montreal Can | 94,570 | $11,100 | 12/31/2023 |
IEI | 94,570 | $11,100 | 12/31/2023 |
Gould Capital LLC | 93,625 | $10,966 | 12/31/2023 |
IEI | 93,625 | $10,966 | 12/31/2023 |
Wooster Corthell Wealth Management Inc. | 93,404 | $10,940 | 12/31/2023 |
IEI | 93,404 | $10,940 | 12/31/2023 |
Eley Financial Management Inc | 91,566 | $10,725 | 12/31/2023 |
IEI | 91,566 | $10,725 | 12/31/2023 |
Global Endowment Management LP | 87,160 | $10,209 | 12/31/2023 |
IEI | 87,160 | $10,209 | 12/31/2023 |
Austin Wealth Management LLC | 83,197 | $9,589 | 12/31/2023 |
IEI | 83,197 | $9,589 | 12/31/2023 |
Wealthcare Capital Management LLC | 82,778 | $9,587 | 03/31/2024 |
IEI | 82,778 | $9,587 | 03/31/2024 |
Thrivent Financial for Lutherans | 80,402 | $9,418 | 12/31/2023 |
IEI | 80,402 | $9,418 | 12/31/2023 |
Highview Capital Management LLC DE | 79,043 | $9,258 | 12/31/2023 |
IEI | 79,043 | $9,258 | 12/31/2023 |
Checchi Capital Advisers LLC | 78,790 | $9,125 | 03/31/2024 |
IEI | 78,790 | $9,125 | 03/31/2024 |
First Trust Advisors LP | 76,979 | $9,017 | 12/31/2023 |
IEI | 76,979 | $9,017 | 12/31/2023 |
American International Group Inc. | 75,200 | $8,808 | 12/31/2023 |
IEI | 75,200 | $8,808 | 12/31/2023 |
O Shaughnessy Asset Management LLC | 73,774 | $8,641 | 12/31/2023 |
IEI | 73,774 | $8,641 | 12/31/2023 |
Cabot Wealth Management Inc. | 73,649 | $8,627 | 12/31/2023 |
IEI | 73,649 | $8,627 | 12/31/2023 |
Perigon Wealth Management LLC | 73,318 | $8,588 | 12/31/2023 |
IEI | 73,318 | $8,588 | 12/31/2023 |
J.W. Cole Advisors Inc. | 72,845 | $8,532 | 12/31/2023 |
IEI | 72,845 | $8,532 | 12/31/2023 |
Sollinda Capital Management LLC | 72,421 | $8,387 | 03/31/2024 |
IEI | 72,421 | $8,387 | 03/31/2024 |
Rehmann Capital Advisory Group | 70,129 | $8,214 | 12/31/2023 |
IEI | 70,129 | $8,214 | 12/31/2023 |
Atria Investments LLC | 69,197 | $8,105 | 12/31/2023 |
IEI | 69,197 | $8,105 | 12/31/2023 |
Mirae Asset Global Investments Co. Ltd. | 68,781 | $8,056 | 12/31/2023 |
IEI | 68,781 | $8,056 | 12/31/2023 |
Rinkey Investments | 68,444 | $8,017 | 12/31/2023 |
IEI | 68,444 | $8,017 | 12/31/2023 |
Rainsberger Wealth Advisors Inc. | 68,001 | $7,965 | 12/31/2023 |
IEI | 68,001 | $7,965 | 12/31/2023 |
DAVENPORT & Co LLC | 62,796 | $7,355 | 12/31/2023 |
IEI | 62,796 | $7,355 | 12/31/2023 |
Credit Suisse AG | 62,580 | $7,330 | 12/31/2023 |
IEI | 62,580 | $7,330 | 12/31/2023 |
Mason & Associates Inc | 61,640 | $7,139 | 03/31/2024 |
IEI | 61,640 | $7,139 | 03/31/2024 |
James Investment Research Inc. | 60,390 | $7,073 | 12/31/2023 |
IEI | 60,390 | $7,073 | 12/31/2023 |
InterOcean Capital Group LLC | 60,127 | $7,043 | 12/31/2023 |
IEI | 60,127 | $7,043 | 12/31/2023 |
CWM LLC | 59,888 | $6,936 | 03/31/2024 |
IEI | 59,888 | $6,936 | 03/31/2024 |
Studio Investment Management LLC | 58,218 | $6,819 | 12/31/2023 |
IEI | 58,218 | $6,819 | 12/31/2023 |
Retirement Income Solutions Inc | 57,099 | $6,688 | 12/31/2023 |
IEI | 57,099 | $6,688 | 12/31/2023 |
Comerica Bank | 54,481 | $6,381 | 12/31/2023 |
IEI | 54,481 | $6,381 | 12/31/2023 |
Prudential Financial Inc. | 54,172 | $6,345 | 12/31/2023 |
IEI | 54,172 | $6,345 | 12/31/2023 |
Financial Gravity Asset Management Inc. | 53,247 | $6,237 | 12/31/2023 |
IEI | 53,247 | $6,237 | 12/31/2023 |
Paragon Capital Management Ltd | 53,357 | $6,179 | 03/31/2024 |
IEI | 53,357 | $6,179 | 03/31/2024 |
Smith Salley & Associates | 52,471 | $6,146 | 12/31/2023 |
IEI | 52,471 | $6,146 | 12/31/2023 |
Rockefeller Capital Management L.P. | 52,235 | $6,118 | 12/31/2023 |
IEI | 52,235 | $6,118 | 12/31/2023 |
United Capital Financial Advisers LLC | 51,468 | $6,029 | 12/31/2023 |
IEI | 51,468 | $6,029 | 12/31/2023 |
National Asset Management Inc. | 51,196 | $5,997 | 12/31/2023 |
IEI | 51,196 | $5,997 | 12/31/2023 |
Premier Path Wealth Partners LLC | 52,367 | $5,970 | 03/31/2024 |
IEI | 52,367 | $5,970 | 03/31/2024 |
Delap Wealth Advisory LLC | 50,586 | $5,925 | 12/31/2023 |
IEI | 50,586 | $5,925 | 12/31/2023 |
Merriman Wealth Management LLC | 50,401 | $5,903 | 12/31/2023 |
IEI | 50,401 | $5,903 | 12/31/2023 |
Synovus Financial Corp | 50,010 | $5,858 | 12/31/2023 |
IEI | 50,010 | $5,858 | 12/31/2023 |
US Financial Advisors LLC | 49,424 | $5,789 | 12/31/2023 |
IEI | 49,424 | $5,789 | 12/31/2023 |
Confluence Investment Management LLC | 48,858 | $5,658 | 03/31/2024 |
IEI | 48,858 | $5,658 | 03/31/2024 |
Kestra Advisory Services LLC | 47,532 | $5,567 | 12/31/2023 |
IEI | 47,532 | $5,567 | 12/31/2023 |
Paulson Wealth Management Inc. | 47,206 | $5,529 | 12/31/2023 |
IEI | 47,206 | $5,529 | 12/31/2023 |
Great Diamond Partners LLC | 46,920 | $5,496 | 12/31/2023 |
IEI | 46,920 | $5,496 | 12/31/2023 |
The Manufacturers Life Insurance Company | 45,648 | $5,347 | 12/31/2023 |
IEI | 45,648 | $5,347 | 12/31/2023 |
Adviser Investments LLC | 44,017 | $5,156 | 12/31/2023 |
IEI | 44,017 | $5,156 | 12/31/2023 |
Opus Capital Group LLC | 43,873 | $5,139 | 12/31/2023 |
IEI | 43,873 | $5,139 | 12/31/2023 |
Relative Value Partners Group LLC | 43,725 | $5,122 | 12/31/2023 |
IEI | 43,725 | $5,122 | 12/31/2023 |
Change Path LLC | 43,310 | $5,073 | 12/31/2023 |
IEI | 43,310 | $5,073 | 12/31/2023 |
Stratos Wealth Advisors LLC | 43,560 | $5,045 | 03/31/2024 |
IEI | 43,560 | $5,045 | 03/31/2024 |
Great Valley Advisor Group Inc. | 42,437 | $4,971 | 12/31/2023 |
IEI | 42,437 | $4,971 | 12/31/2023 |
AMG National Trust Bank | 41,788 | $4,895 | 12/31/2023 |
IEI | 41,788 | $4,895 | 12/31/2023 |
NorthCrest Asset Manangement LLC | 42,196 | $4,887 | 03/31/2024 |
IEI | 42,196 | $4,887 | 03/31/2024 |
Lauer Wealth LLC | 42,425 | $4,826 | 03/31/2024 |
IEI | 42,425 | $4,826 | 03/31/2024 |
Mariner LLC | 40,533 | $4,748 | 12/31/2023 |
IEI | 40,533 | $4,748 | 12/31/2023 |
Arvest Investments Inc. | 39,961 | $4,628 | 03/31/2024 |
IEI | 39,961 | $4,628 | 03/31/2024 |
9258 Wealth Management LLC | 39,469 | $4,623 | 12/31/2023 |
IEI | 39,469 | $4,623 | 12/31/2023 |
Shelton Wealth Management LLC | 39,373 | $4,612 | 12/31/2023 |
IEI | 39,373 | $4,612 | 12/31/2023 |
Kestra Private Wealth Services LLC | 39,037 | $4,572 | 12/31/2023 |
IEI | 39,037 | $4,572 | 12/31/2023 |
TrinityPoint Wealth LLC | 37,721 | $4,418 | 12/31/2023 |
IEI | 37,721 | $4,418 | 12/31/2023 |
Acropolis Investment Management LLC | 37,631 | $4,358 | 03/31/2024 |
IEI | 37,631 | $4,358 | 03/31/2024 |
HC Advisors LLC | 36,905 | $4,323 | 12/31/2023 |
IEI | 36,905 | $4,323 | 12/31/2023 |
Captrust Financial Advisors | 36,665 | $4,295 | 12/31/2023 |
IEI | 36,665 | $4,295 | 12/31/2023 |
Dock Street Asset Management Inc. | 36,193 | $4,239 | 12/31/2023 |
IEI | 36,193 | $4,239 | 12/31/2023 |
Fifth Third Securities Inc. | 36,557 | $4,234 | 03/31/2024 |
IEI | 36,557 | $4,234 | 03/31/2024 |
Nations Financial Group Inc. IA ADV | 36,409 | $4,217 | 03/31/2024 |
IEI | 36,409 | $4,217 | 03/31/2024 |
Sfmg LLC | 35,624 | $4,173 | 12/31/2023 |
IEI | 35,624 | $4,173 | 12/31/2023 |
Jump Financial LLC | 35,189 | $4,122 | 12/31/2023 |
IEI | 35,189 | $4,122 | 12/31/2023 |
Transcend Wealth Collective LLC | 34,682 | $4,062 | 12/31/2023 |
IEI | 34,682 | $4,062 | 12/31/2023 |
Proequities Inc. | 34,310 | $4,019 | 12/31/2023 |
IEI | 34,310 | $4,019 | 12/31/2023 |
Pacific Wealth Management | 34,106 | $3,995 | 03/31/2024 |
IEI | 34,106 | $3,995 | 03/31/2024 |
Pinnacle Associates Ltd. | 33,702 | $3,947 | 12/31/2023 |
IEI | 33,702 | $3,947 | 12/31/2023 |
Proathlete Wealth Management LLC | 33,531 | $3,928 | 12/31/2023 |
IEI | 33,531 | $3,928 | 12/31/2023 |
Private Advisor Group LLC | 32,576 | $3,816 | 12/31/2023 |
IEI | 32,576 | $3,816 | 12/31/2023 |
D.A. Davidson & CO. | 32,549 | $3,812 | 12/31/2023 |
IEI | 32,549 | $3,812 | 12/31/2023 |
Cetera Advisor Networks LLC | 32,431 | $3,799 | 12/31/2023 |
IEI | 32,431 | $3,799 | 12/31/2023 |
ETF Store Inc. | 31,976 | $3,745 | 12/31/2023 |
IEI | 31,976 | $3,745 | 12/31/2023 |
Community Trust & Investment Co. | 31,888 | $3,735 | 12/31/2023 |
IEI | 31,888 | $3,735 | 12/31/2023 |
Resources Investment Advisors LLC. | 31,782 | $3,723 | 12/31/2023 |
IEI | 31,782 | $3,723 | 12/31/2023 |
Crabel Capital Management LLC | 31,500 | $3,690 | 12/31/2023 |
IEI | 31,500 | $3,690 | 12/31/2023 |
Oliver Lagore Vanvalin Investment Group | 31,489 | $3,688 | 12/31/2023 |
IEI | 31,489 | $3,688 | 12/31/2023 |
Warren Averett Asset Management LLC | 31,162 | $3,650 | 12/31/2023 |
IEI | 31,162 | $3,650 | 12/31/2023 |
SCS Capital Management LLC | 30,966 | $3,627 | 12/31/2023 |
IEI | 30,966 | $3,627 | 12/31/2023 |
Fifth Third Bancorp | 31,254 | $3,620 | 03/31/2024 |
IEI | 31,254 | $3,620 | 03/31/2024 |
New Potomac Partners LLC | 30,529 | $3,576 | 12/31/2023 |
IEI | 30,529 | $3,576 | 12/31/2023 |
Benjamin Edwards Inc. | 30,396 | $3,560 | 12/31/2023 |
IEI | 30,396 | $3,560 | 12/31/2023 |
Sykon Capital LLC | 30,336 | $3,553 | 12/31/2023 |
IEI | 30,336 | $3,553 | 12/31/2023 |
Mather Group LLC. | 30,161 | $3,533 | 03/31/2024 |
IEI | 30,161 | $3,533 | 03/31/2024 |
Regions Financial Corp | 30,184 | $3,496 | 03/31/2024 |
IEI | 30,184 | $3,496 | 03/31/2024 |
Baird Financial Group Inc. | 29,784 | $3,489 | 12/31/2023 |
IEI | 29,784 | $3,489 | 12/31/2023 |
Mount Lucas Management LP | 29,779 | $3,488 | 12/31/2023 |
IEI | 29,779 | $3,488 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 29,307 | $3,433 | 12/31/2023 |
IEI | 29,307 | $3,433 | 12/31/2023 |
Pinnacle Wealth Management Advisory Group LLC | 29,264 | $3,428 | 12/31/2023 |
IEI | 29,264 | $3,428 | 12/31/2023 |
WNY Asset Management LLC | 29,174 | $3,417 | 12/31/2023 |
IEI | 29,174 | $3,417 | 12/31/2023 |
TPG Financial Advisors LLC | 28,596 | $3,335 | 12/31/2023 |
IEI | 28,596 | $3,335 | 12/31/2023 |
Ritholtz Wealth Management | 28,637 | $3,316 | 03/31/2024 |
IEI | 28,637 | $3,316 | 03/31/2024 |
Putnam FL Investment Management Co. | 28,161 | $3,298 | 12/31/2023 |
IEI | 28,161 | $3,298 | 12/31/2023 |
Dynamic Advisor Solutions LLC | 28,433 | $3,293 | 03/31/2024 |
IEI | 28,433 | $3,293 | 03/31/2024 |
Allworth Financial LP | 28,391 | $3,288 | 03/31/2024 |
IEI | 28,391 | $3,288 | 03/31/2024 |
Avantax Advisory Services Inc. | 27,132 | $3,178 | 12/31/2023 |
IEI | 27,132 | $3,178 | 12/31/2023 |
Wrapmanager Inc. | 26,711 | $3,129 | 12/31/2023 |
IEI | 26,711 | $3,129 | 12/31/2023 |
Centennial Wealth Advisory LLC | 26,742 | $3,097 | 03/31/2024 |
IEI | 26,742 | $3,097 | 03/31/2024 |
Ascent Group LLC | 26,221 | $3,041 | 12/31/2023 |
IEI | 26,221 | $3,041 | 12/31/2023 |
Axxcess Wealth Management LLC | 25,843 | $3,027 | 12/31/2023 |
IEI | 25,843 | $3,027 | 12/31/2023 |
Camden National Bank | 25,714 | $3,012 | 12/31/2023 |
IEI | 25,714 | $3,012 | 12/31/2023 |
Israel Discount Bank of New York | 25,290 | $2,962 | 12/31/2023 |
IEI | 25,290 | $2,962 | 12/31/2023 |
Bank Hapoalim BM | 25,261 | $2,959 | 12/31/2023 |
IEI | 25,261 | $2,959 | 12/31/2023 |
Values First Advisors Inc. | 25,314 | $2,932 | 03/31/2024 |
IEI | 25,314 | $2,932 | 03/31/2024 |
Midwest Professional Planners LTD. | 25,009 | $2,929 | 12/31/2023 |
IEI | 25,009 | $2,929 | 12/31/2023 |
Oarsman Capital Inc. | 24,779 | $2,902 | 12/31/2023 |
IEI | 24,779 | $2,902 | 12/31/2023 |
Divergent Wealth Advisors LLC | 24,692 | $2,892 | 12/31/2023 |
IEI | 24,692 | $2,892 | 12/31/2023 |
Elevated Capital Advisors LLC | 24,387 | $2,824 | 03/31/2024 |
IEI | 24,387 | $2,824 | 03/31/2024 |
Daymark Wealth Partners LLC | 23,780 | $2,754 | 03/31/2024 |
IEI | 23,780 | $2,754 | 03/31/2024 |
Fortune Financial Advisors LLC | 23,497 | $2,721 | 03/31/2024 |
IEI | 23,497 | $2,721 | 03/31/2024 |
Summit Financial Group Inc. | 23,119 | $2,677 | 03/31/2024 |
IEI | 23,119 | $2,677 | 03/31/2024 |
Bangor Savings Bank | 22,865 | $2,648 | 03/31/2024 |
IEI | 22,865 | $2,648 | 03/31/2024 |
Equitable Holdings Inc. | 21,865 | $2,561 | 12/31/2023 |
IEI | 21,865 | $2,561 | 12/31/2023 |
Robinson Value Management Ltd. | 21,955 | $2,543 | 03/31/2024 |
IEI | 21,955 | $2,543 | 03/31/2024 |
BNP Paribas Arbitrage SA | 21,396 | $2,506 | 12/31/2023 |
IEI | 21,396 | $2,506 | 12/31/2023 |
Flow Traders U.S. LLC | 20,901 | $2,448 | 12/31/2023 |
IEI | 20,901 | $2,448 | 12/31/2023 |
Wsfs Capital Management LLC | 20,775 | $2,433 | 12/31/2023 |
IEI | 20,775 | $2,433 | 12/31/2023 |
Vernal Point Advisors LLC | 20,710 | $2,426 | 12/31/2023 |
IEI | 20,710 | $2,426 | 12/31/2023 |
TFB Advisors LLC | 20,524 | $2,404 | 12/31/2023 |
IEI | 20,524 | $2,404 | 12/31/2023 |
PFG Advisors | 20,160 | $2,361 | 12/31/2023 |
IEI | 20,160 | $2,361 | 12/31/2023 |
Citigroup Inc. | 20,150 | $2,360 | 12/31/2023 |
IEI | 20,150 | $2,360 | 12/31/2023 |
Carnegie Capital Asset Management LLC | 19,910 | $2,332 | 12/31/2023 |
IEI | 19,910 | $2,332 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 19,680 | $2,305 | 12/31/2023 |
IEI | 19,680 | $2,305 | 12/31/2023 |
Whittier Trust Co. | 19,666 | $2,303 | 12/31/2023 |
IEI | 19,666 | $2,303 | 12/31/2023 |
Blue Fin Capital Inc. | 19,653 | $2,302 | 12/31/2023 |
IEI | 19,653 | $2,302 | 12/31/2023 |
IPG Investment Advisors LLC | 19,590 | $2,295 | 12/31/2023 |
IEI | 19,590 | $2,295 | 12/31/2023 |
Prudential PLC | 19,481 | $2,282 | 12/31/2023 |
IEI | 19,481 | $2,282 | 12/31/2023 |
Blueprint Investment Partners LLC | 19,371 | $2,269 | 12/31/2023 |
IEI | 19,371 | $2,269 | 12/31/2023 |
MA Private Wealth | 19,356 | $2,267 | 12/31/2023 |
IEI | 19,356 | $2,267 | 12/31/2023 |
Meridian Wealth Management LLC | 19,446 | $2,252 | 03/31/2024 |
IEI | 19,446 | $2,252 | 03/31/2024 |
Sontag Advisory LLC | 18,848 | $2,208 | 12/31/2023 |
IEI | 18,848 | $2,208 | 12/31/2023 |
Fiduciary Trust Co. | 18,646 | $2,184 | 12/31/2023 |
IEI | 18,646 | $2,184 | 12/31/2023 |
Parker Financial LLC | 18,725 | $2,169 | 03/31/2024 |
IEI | 18,725 | $2,169 | 03/31/2024 |
Financial Counselors Inc. | 18,435 | $2,159 | 12/31/2023 |
IEI | 18,435 | $2,159 | 12/31/2023 |
Resonant Capital Advisors LLC | 18,225 | $2,135 | 12/31/2023 |
IEI | 18,225 | $2,135 | 12/31/2023 |
Raymond James Trust N.A. | 18,408 | $2,132 | 03/31/2024 |
IEI | 18,408 | $2,132 | 03/31/2024 |
Cetera Advisors LLC | 17,993 | $2,108 | 12/31/2023 |
IEI | 17,993 | $2,108 | 12/31/2023 |
Wolverine Trading LLC | $2,077 | 12/31/2023 | |
Call | 26,500 | $3,104 | 12/31/2023 |
Put | 11,600 | $1,359 | 12/31/2023 |
IEI | 2,835 | $332 | 12/31/2023 |
Wealthsource Partners LLC | 17,690 | $2,072 | 12/31/2023 |
IEI | 17,690 | $2,072 | 12/31/2023 |
Legacy Private Trust Co. | 17,794 | $2,061 | 03/31/2024 |
IEI | 17,794 | $2,061 | 03/31/2024 |
IFP Advisors Inc | 17,596 | $2,061 | 12/31/2023 |
IEI | 17,596 | $2,061 | 12/31/2023 |
Edge Wealth Management LLC | 17,463 | $2,022 | 03/31/2024 |
IEI | 17,463 | $2,022 | 03/31/2024 |
Interactive Financial Advisors | 16,892 | $1,979 | 12/31/2023 |
IEI | 16,892 | $1,979 | 12/31/2023 |
Cherrydale Wealth Management LLC | 16,844 | $1,951 | 03/31/2024 |
IEI | 16,844 | $1,951 | 03/31/2024 |
One Charles Private Wealth Services LLC | 16,619 | $1,947 | 12/31/2023 |
IEI | 16,619 | $1,947 | 12/31/2023 |
Kingsview Wealth Management LLC | 16,333 | $1,913 | 12/31/2023 |
IEI | 16,333 | $1,913 | 12/31/2023 |
Twele Capital Management Inc. | 16,402 | $1,900 | 03/31/2024 |
IEI | 16,402 | $1,900 | 03/31/2024 |
Lake Hills Wealth Management LLC | 16,347 | $1,893 | 03/31/2024 |
IEI | 16,347 | $1,893 | 03/31/2024 |
Titleist Asset Management LLC | 15,914 | $1,864 | 12/31/2023 |
IEI | 15,914 | $1,864 | 12/31/2023 |
STA Wealth Management LLC | 15,736 | $1,843 | 12/31/2023 |
IEI | 15,736 | $1,843 | 12/31/2023 |
Aua Capital Management LLC | 15,858 | $1,837 | 03/31/2024 |
IEI | 15,858 | $1,837 | 03/31/2024 |
Regatta Capital Group LLC | 15,863 | $1,837 | 03/31/2024 |
IEI | 15,863 | $1,837 | 03/31/2024 |
Magnus Financial Group LLC | 15,481 | $1,813 | 12/31/2023 |
IEI | 15,481 | $1,813 | 12/31/2023 |
Strategic Investment Advisors MI | 15,423 | $1,786 | 03/31/2024 |
IEI | 15,423 | $1,786 | 03/31/2024 |
Proffitt & Goodson Inc. | 15,281 | $1,770 | 03/31/2024 |
IEI | 15,281 | $1,770 | 03/31/2024 |
Penobscot Investment Management Company Inc. | 15,010 | $1,758 | 12/31/2023 |
IEI | 15,010 | $1,758 | 12/31/2023 |
Cowen AND Company LLC | 15,000 | $1,757 | 12/31/2023 |
IEI | 15,000 | $1,757 | 12/31/2023 |
LFA Lugano Financial Advisors SA | 14,861 | $1,741 | 12/31/2023 |
IEI | 14,861 | $1,741 | 12/31/2023 |
Stephens Inc. AR | 14,849 | $1,739 | 12/31/2023 |
IEI | 14,849 | $1,739 | 12/31/2023 |
Sinecera Capital LLC | 14,619 | $1,736 | 03/31/2024 |
IEI | 14,619 | $1,736 | 03/31/2024 |
TAP Consulting LLC | 14,865 | $1,722 | 03/31/2024 |
IEI | 14,865 | $1,722 | 03/31/2024 |
FFT Wealth Management LLC | 14,378 | $1,684 | 12/31/2023 |
IEI | 14,378 | $1,684 | 12/31/2023 |
LGL Partners LLC | 14,378 | $1,684 | 12/31/2023 |
IEI | 14,378 | $1,684 | 12/31/2023 |
EFG Asset Management Americas Corp. | 14,504 | $1,680 | 03/31/2024 |
IEI | 14,504 | $1,680 | 03/31/2024 |
Spire Wealth Management | 14,378 | $1,665 | 03/31/2024 |
IEI | 14,378 | $1,665 | 03/31/2024 |
Goldman Sachs Group Inc. | 14,013 | $1,641 | 12/31/2023 |
IEI | 14,013 | $1,641 | 12/31/2023 |
Jmac Enterprises LLC | 13,553 | $1,587 | 12/31/2023 |
IEI | 13,553 | $1,587 | 12/31/2023 |
Aveo Capital Partners LLC | 12,824 | $1,502 | 12/31/2023 |
IEI | 12,824 | $1,502 | 12/31/2023 |
We Are One Seven LLC | 12,777 | $1,497 | 12/31/2023 |
IEI | 12,777 | $1,497 | 12/31/2023 |
Brookstone Capital Management | 12,736 | $1,475 | 03/31/2024 |
IEI | 12,736 | $1,475 | 03/31/2024 |
Moulton Wealth Management Inc. | 12,529 | $1,451 | 03/31/2024 |
IEI | 12,529 | $1,451 | 03/31/2024 |
Great Lakes Retirement Inc. | 12,196 | $1,429 | 12/31/2023 |
IEI | 12,196 | $1,429 | 12/31/2023 |
Oppenheimer & Co. Inc. | 12,159 | $1,424 | 12/31/2023 |
IEI | 12,159 | $1,424 | 12/31/2023 |
Financiere des Professionnels Fonds d investissement inc. | 12,000 | $1,390 | 03/31/2024 |
IEI | 12,000 | $1,390 | 03/31/2024 |
Commerce Bank | 11,832 | $1,386 | 12/31/2023 |
IEI | 11,832 | $1,386 | 12/31/2023 |
Warner Financial Inc. | 11,455 | $1,327 | 03/31/2024 |
IEI | 11,455 | $1,327 | 03/31/2024 |
Park Avenue Securities LLC | 11,350 | $1,314 | 03/31/2024 |
IEI | 11,350 | $1,314 | 03/31/2024 |
Upper Left Wealth Management LLC | 11,136 | $1,290 | 03/31/2024 |
IEI | 11,136 | $1,290 | 03/31/2024 |
Edgestream Partners L.P. | 10,909 | $1,278 | 12/31/2023 |
IEI | 10,909 | $1,278 | 12/31/2023 |
HCR Wealth Advisors | 10,550 | $1,236 | 12/31/2023 |
IEI | 10,550 | $1,236 | 12/31/2023 |
Martin Capital Partners LLC | 10,629 | $1,231 | 03/31/2024 |
IEI | 10,629 | $1,231 | 03/31/2024 |
UBS Asset Management Americas Inc. | 10,484 | $1,228 | 12/31/2023 |
IEI | 10,484 | $1,228 | 12/31/2023 |
Becker Capital Management Inc. | 10,400 | $1,218 | 12/31/2023 |
IEI | 10,400 | $1,218 | 12/31/2023 |
Vontobel Holding Ltd. | 10,222 | $1,197 | 12/31/2023 |
IEI | 10,222 | $1,197 | 12/31/2023 |
D L Carlson Investment Group Inc. | 10,284 | $1,189 | 12/31/2023 |
IEI | 10,284 | $1,189 | 12/31/2023 |
Massmutual Trust Co. FSB ADV | 10,223 | $1,184 | 03/31/2024 |
IEI | 10,223 | $1,184 | 03/31/2024 |
Pacific Financial Group Inc. | 10,037 | $1,176 | 12/31/2023 |
IEI | 10,037 | $1,176 | 12/31/2023 |
J. W. Coons Advisors LLC | 9,990 | $1,170 | 12/31/2023 |
IEI | 9,990 | $1,170 | 12/31/2023 |
BancorpSouth Bank | 9,893 | $1,159 | 12/31/2023 |
IEI | 9,893 | $1,159 | 12/31/2023 |
Northwest Wealth Management LLC | 9,738 | $1,141 | 12/31/2023 |
IEI | 9,738 | $1,141 | 12/31/2023 |
Park Edge Advisors LLC | 9,514 | $1,102 | 03/31/2024 |
IEI | 9,514 | $1,102 | 03/31/2024 |
GenWealth Group Inc. | 9,473 | $1,097 | 03/31/2024 |
IEI | 9,473 | $1,097 | 03/31/2024 |
Forefront Analytics LLC | 9,306 | $1,090 | 12/31/2023 |
IEI | 9,306 | $1,090 | 12/31/2023 |
Peoples Bank OH | 9,256 | $1,084 | 12/31/2023 |
IEI | 9,256 | $1,084 | 12/31/2023 |
UMB Bank N A MO | 9,200 | $1,078 | 12/31/2023 |
IEI | 9,200 | $1,078 | 12/31/2023 |
New Century Financial Group LLC | 9,269 | $1,073 | 03/31/2024 |
IEI | 9,269 | $1,073 | 03/31/2024 |
NBT Bank N A NY | 9,230 | $1,069 | 03/31/2024 |
IEI | 9,230 | $1,069 | 03/31/2024 |
NorthRock Partners LLC | 9,125 | $1,069 | 12/31/2023 |
IEI | 9,125 | $1,069 | 12/31/2023 |
Lido Advisors LLC | 9,001 | $1,054 | 12/31/2023 |
IEI | 9,001 | $1,054 | 12/31/2023 |
Horan Securities Inc. | 8,923 | $1,045 | 12/31/2023 |
IEI | 8,923 | $1,045 | 12/31/2023 |
Simplicity Wealth LLC | 8,924 | $1,034 | 03/31/2024 |
IEI | 8,924 | $1,034 | 03/31/2024 |
HBW Advisory Services LLC | 8,722 | $1,022 | 03/31/2024 |
IEI | 8,722 | $1,022 | 03/31/2024 |
Eagle Strategies LLC | 8,701 | $1,008 | 03/31/2024 |
IEI | 8,701 | $1,008 | 03/31/2024 |
Whalen Wealth Management Inc. | 8,693 | $1,007 | 03/31/2024 |
IEI | 8,693 | $1,007 | 03/31/2024 |
Concurrent Investment Advisors LLC | 8,500 | $996 | 12/31/2023 |
IEI | 8,500 | $996 | 12/31/2023 |
Wiley BROS. Aintree Capital LLC | 8,542 | $989 | 03/31/2024 |
IEI | 8,542 | $989 | 03/31/2024 |
Riggs Asset Managment Co. Inc. | 8,417 | $986 | 12/31/2023 |
IEI | 8,417 | $986 | 12/31/2023 |
Cary Street Partners Investment Advisory LLC | 8,421 | $986 | 12/31/2023 |
IEI | 8,421 | $986 | 12/31/2023 |
BOKF NA | 8,365 | $980 | 12/31/2023 |
IEI | 8,365 | $980 | 12/31/2023 |
Stratos Wealth Partners LTD. | 8,442 | $978 | 03/31/2024 |
IEI | 8,442 | $978 | 03/31/2024 |
Donald L. Hagan LLC | 8,302 | $961 | 03/31/2024 |
IEI | 8,302 | $961 | 03/31/2024 |
JPL Wealth Management LLC | 8,155 | $955 | 12/31/2023 |
IEI | 8,155 | $955 | 12/31/2023 |
Country Club Bank GFN | 8,044 | $932 | 03/31/2024 |
IEI | 8,044 | $932 | 03/31/2024 |
Blair William & Co. IL | 7,911 | $927 | 12/31/2023 |
IEI | 7,911 | $927 | 12/31/2023 |
Oxbow Advisors LLC | 7,900 | $925 | 12/31/2023 |
IEI | 7,900 | $925 | 12/31/2023 |
TBH Global Asset Management LLC | 7,888 | $924 | 12/31/2023 |
IEI | 7,888 | $924 | 12/31/2023 |
Crestwood Advisors Group LLC | 7,756 | $908 | 12/31/2023 |
IEI | 7,756 | $908 | 12/31/2023 |
West Paces Advisors Inc. | 7,819 | $906 | 03/31/2024 |
IEI | 7,819 | $906 | 03/31/2024 |
Ogorek Anthony Joseph NY ADV | 7,717 | $903 | 12/31/2023 |
IEI | 7,717 | $903 | 12/31/2023 |
Ethos Financial Group LLC | 7,655 | $897 | 12/31/2023 |
IEI | 7,655 | $897 | 12/31/2023 |
Alhambra Investment Partners LLC | 7,602 | $880 | 03/31/2024 |
IEI | 7,602 | $880 | 03/31/2024 |
Wunderlich Capital Managemnt | 7,505 | $879 | 12/31/2023 |
IEI | 7,505 | $879 | 12/31/2023 |
Searle & CO. | 7,500 | $878 | 12/31/2023 |
IEI | 7,500 | $878 | 12/31/2023 |
RSM US Wealth Management LLC | 7,489 | $877 | 12/31/2023 |
IEI | 7,489 | $877 | 12/31/2023 |
Wealthfront Advisers LLC | 7,492 | $868 | 03/31/2024 |
IEI | 7,492 | $868 | 03/31/2024 |
Lazard Asset Management LLC | 7,343 | $860 | 12/31/2023 |
IEI | 7,343 | $860 | 12/31/2023 |
Columbus Macro LLC | 7,417 | $859 | 03/31/2024 |
IEI | 7,417 | $859 | 03/31/2024 |
MorganRosel Wealth Management LLC | 7,378 | $854 | 03/31/2024 |
IEI | 7,378 | $854 | 03/31/2024 |
Ambassador Advisors LLC | 7,167 | $831 | 12/31/2023 |
IEI | 7,167 | $831 | 12/31/2023 |
Integrated Wealth Concepts LLC | 7,014 | $822 | 12/31/2023 |
IEI | 7,014 | $822 | 12/31/2023 |
IHT Wealth Management LLC | 6,943 | $813 | 12/31/2023 |
IEI | 6,943 | $813 | 12/31/2023 |
Money Concepts Capital Corp | 6,908 | $809 | 12/31/2023 |
IEI | 6,908 | $809 | 12/31/2023 |
MBA Advisors LLC | 6,906 | $809 | 12/31/2023 |
IEI | 6,906 | $809 | 12/31/2023 |
Apollon Wealth Management LLC | 6,892 | $807 | 12/31/2023 |
IEI | 6,892 | $807 | 12/31/2023 |
Noble Family Wealth LLC | 6,960 | $806 | 03/31/2024 |
IEI | 6,960 | $806 | 03/31/2024 |
Global Retirement Partners LLC | 6,930 | $803 | 03/31/2024 |
IEI | 6,930 | $803 | 03/31/2024 |
Fluent Financial LLC | 6,859 | $794 | 03/31/2024 |
IEI | 6,859 | $794 | 03/31/2024 |
AlTi Global Inc. | 6,734 | $789 | 12/31/2023 |
IEI | 6,734 | $789 | 12/31/2023 |
Woodward Diversified Capital LLC | 6,719 | $787 | 12/31/2023 |
IEI | 6,719 | $787 | 12/31/2023 |
BSW Wealth Partners | 6,621 | $767 | 03/31/2024 |
IEI | 6,621 | $767 | 03/31/2024 |
Meitav Dash Investments Ltd. | 6,477 | $758 | 12/31/2023 |
IEI | 6,477 | $758 | 12/31/2023 |
Fortis Group Advisors LLC | 6,412 | $754 | 12/31/2023 |
IEI | 6,412 | $754 | 12/31/2023 |
IFG Advisory LLC | 6,386 | $748 | 12/31/2023 |
IEI | 6,386 | $748 | 12/31/2023 |
Mutual Advisors LLC | 6,173 | $723 | 12/31/2023 |
IEI | 6,173 | $723 | 12/31/2023 |
B.O.S.S. Retirement Advisors LLC | 6,077 | $712 | 12/31/2023 |
IEI | 6,077 | $712 | 12/31/2023 |
Empower Advisory Group LLC | 5,992 | $702 | 12/31/2023 |
IEI | 5,992 | $702 | 12/31/2023 |
Cornerstone Wealth Group LLC | 6,029 | $698 | 03/31/2024 |
IEI | 6,029 | $698 | 03/31/2024 |
American National Bank & Trust Co. VA | 5,995 | $694 | 03/31/2024 |
IEI | 5,995 | $694 | 03/31/2024 |
Rockland Trust Co. | 5,904 | $684 | 03/31/2024 |
IEI | 5,904 | $684 | 03/31/2024 |
Dana Investment Advisors Inc. | 5,793 | $679 | 12/31/2023 |
IEI | 5,793 | $679 | 12/31/2023 |
S. R. Schill & Associates | 5,778 | $669 | 03/31/2024 |
IEI | 5,778 | $669 | 03/31/2024 |
ERTS Wealth Advisors LLC | 5,662 | $656 | 03/31/2024 |
IEI | 5,662 | $656 | 03/31/2024 |
All Season Financial Advisors Inc. | 5,641 | $653 | 03/31/2024 |
IEI | 5,641 | $653 | 03/31/2024 |
Banque Pictet & Cie SA | 5,570 | $652 | 12/31/2023 |
IEI | 5,570 | $652 | 12/31/2023 |
Argent Advisors Inc. | 5,545 | $649 | 12/31/2023 |
IEI | 5,545 | $649 | 12/31/2023 |
Alesco Advisors LLC | 5,375 | $630 | 12/31/2023 |
IEI | 5,375 | $630 | 12/31/2023 |
Summa Corp. | 5,370 | $622 | 03/31/2024 |
IEI | 5,370 | $622 | 03/31/2024 |
Fiduciary Alliance LLC | 5,388 | $619 | 03/31/2024 |
IEI | 5,388 | $619 | 03/31/2024 |
Bfsg LLC | 5,247 | $608 | 03/31/2024 |
IEI | 5,247 | $608 | 03/31/2024 |
Betterment LLC | 5,137 | $602 | 12/31/2023 |
IEI | 5,137 | $602 | 12/31/2023 |
Advisory Services Network LLC | 5,129 | $601 | 12/31/2023 |
IEI | 5,129 | $601 | 12/31/2023 |
EverSource Wealth Advisors LLC | 5,129 | $601 | 12/31/2023 |
IEI | 5,129 | $601 | 12/31/2023 |
Pine Valley Investments Ltd Liability Co | 5,128 | $601 | 12/31/2023 |
IEI | 5,128 | $601 | 12/31/2023 |
Migdal Insurance & Financial Holdings Ltd. | 5,112 | $599 | 12/31/2023 |
IEI | 5,112 | $599 | 12/31/2023 |
Brighton Jones LLC | 5,069 | $594 | 12/31/2023 |
IEI | 5,069 | $594 | 12/31/2023 |
CWA Asset Management Group LLC | 5,063 | $593 | 12/31/2023 |
IEI | 5,063 | $593 | 12/31/2023 |
Channel Wealth LLC | 5,112 | $592 | 03/31/2024 |
IEI | 5,112 | $592 | 03/31/2024 |
Omega Financial Group LLC | 5,087 | $589 | 03/31/2024 |
IEI | 5,087 | $589 | 03/31/2024 |
Savant Capital LLC | 4,999 | $585 | 12/31/2023 |
IEI | 4,999 | $585 | 12/31/2023 |
Capital Asset Advisory Services LLC | 5,076 | $583 | 03/31/2024 |
IEI | 5,076 | $583 | 03/31/2024 |
Element Wealth LLC | 4,972 | $582 | 12/31/2023 |
IEI | 4,972 | $582 | 12/31/2023 |
Prime Capital Investment Advisors LLC | 4,920 | $576 | 12/31/2023 |
IEI | 4,920 | $576 | 12/31/2023 |
SevenBridge Financial Group LLC | 4,892 | $573 | 12/31/2023 |
IEI | 4,892 | $573 | 12/31/2023 |
Telemus Capital LLC | 4,882 | $572 | 12/31/2023 |
IEI | 4,882 | $572 | 12/31/2023 |
Park Place Capital Corp | 4,920 | $570 | 03/31/2024 |
IEI | 4,920 | $570 | 03/31/2024 |
Guerra Pan Advisors LLC | 4,853 | $568 | 12/31/2023 |
IEI | 4,853 | $568 | 12/31/2023 |
Prospera Financial Services Inc | 4,830 | $566 | 12/31/2023 |
IEI | 4,830 | $566 | 12/31/2023 |
PFG Investments LLC | 4,875 | $565 | 03/31/2024 |
IEI | 4,875 | $565 | 03/31/2024 |
Center For Asset Management LLC | 4,869 | $564 | 03/31/2024 |
IEI | 4,869 | $564 | 03/31/2024 |
JMG Financial Group Ltd. | 4,726 | $554 | 12/31/2023 |
IEI | 4,726 | $554 | 12/31/2023 |
Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 4,633 | $543 | 12/31/2023 |
IEI | 4,633 | $543 | 12/31/2023 |
Ameritas Advisory Services LLC | 4,533 | $530 | 12/31/2023 |
IEI | 4,533 | $530 | 12/31/2023 |
Midland Wealth Advisors LLC | 4,513 | $529 | 12/31/2023 |
IEI | 4,513 | $529 | 12/31/2023 |
Stephens Group Asset Management LLC | 4,541 | $526 | 03/31/2024 |
IEI | 4,541 | $526 | 03/31/2024 |
RMR Wealth Builders | 4,500 | $521 | 03/31/2024 |
IEI | 4,500 | $521 | 03/31/2024 |
MAS Advisors LLC | 4,445 | $521 | 12/31/2023 |
IEI | 4,445 | $521 | 12/31/2023 |
Walkner Condon Financial Advisors LLC | 4,487 | $520 | 03/31/2024 |
IEI | 4,487 | $520 | 03/31/2024 |
Congress Wealth Management LLC DE | 4,444 | $515 | 03/31/2024 |
IEI | 4,444 | $515 | 03/31/2024 |
Cooper Financial Group | 4,430 | $513 | 03/31/2024 |
IEI | 4,430 | $513 | 03/31/2024 |
Kathleen S. Wright Associates Inc. | 4,394 | $509 | 03/31/2024 |
IEI | 4,394 | $509 | 03/31/2024 |
Deutsche Bank AG | 4,345 | $509 | 12/31/2023 |
IEI | 4,345 | $509 | 12/31/2023 |
Jacobi Capital Management LLC | 4,141 | $485 | 12/31/2023 |
IEI | 4,141 | $485 | 12/31/2023 |
Merit Financial Group LLC | 4,133 | $484 | 12/31/2023 |
IEI | 4,133 | $484 | 12/31/2023 |
Jackson Thornton Asset Management LLC | 4,088 | $479 | 12/31/2023 |
IEI | 4,088 | $479 | 12/31/2023 |
PrairieView Partners LLC | 3,973 | $465 | 12/31/2023 |
IEI | 3,973 | $465 | 12/31/2023 |
Renasant Bank | 3,921 | $459 | 12/31/2023 |
IEI | 3,921 | $459 | 12/31/2023 |
Connecticut Wealth Management LLC | 3,900 | $457 | 12/31/2023 |
IEI | 3,900 | $457 | 12/31/2023 |
Regal Investment Advisors LLC | 3,862 | $452 | 12/31/2023 |
IEI | 3,862 | $452 | 12/31/2023 |
Scotia Capital Inc. | 3,854 | $451 | 12/31/2023 |
IEI | 3,854 | $451 | 12/31/2023 |
Iams Wealth Management LLC | 3,891 | $449 | 03/31/2024 |
IEI | 3,891 | $449 | 03/31/2024 |
Idaho Trust Bank | 3,829 | $448 | 12/31/2023 |
IEI | 3,829 | $448 | 12/31/2023 |
Schoolcraft Capital LLC | 3,849 | $446 | 03/31/2024 |
IEI | 3,849 | $446 | 03/31/2024 |
Adams Wealth Management | 3,767 | $441 | 12/31/2023 |
IEI | 3,767 | $441 | 12/31/2023 |
Belpointe Asset Management LLC | 3,728 | $437 | 12/31/2023 |
IEI | 3,728 | $437 | 12/31/2023 |
MEMBERS Trust Co | 3,644 | $422 | 03/31/2024 |
IEI | 3,644 | $422 | 03/31/2024 |
Valmark Advisers Inc. | 3,590 | $420 | 12/31/2023 |
IEI | 3,590 | $420 | 12/31/2023 |
W.G. Shaheen & Associates DBA Whitney & Co | 3,583 | $420 | 12/31/2023 |
IEI | 3,583 | $420 | 12/31/2023 |
Hallmark Capital Management Inc. | 3,580 | $419 | 12/31/2023 |
IEI | 3,580 | $419 | 12/31/2023 |
Bigelow Investment Advisors LLC | 3,498 | $410 | 12/31/2023 |
IEI | 3,498 | $410 | 12/31/2023 |
Continuum Advisory LLC | 3,502 | $410 | 12/31/2023 |
IEI | 3,502 | $410 | 12/31/2023 |
Csenge Advisory Group | 3,459 | $405 | 12/31/2023 |
IEI | 3,459 | $405 | 12/31/2023 |
Private Advisory Group LLC | 3,440 | $403 | 12/31/2023 |
IEI | 3,440 | $403 | 12/31/2023 |
Bellecapital International Ltd. | 3,416 | $400 | 12/31/2023 |
IEI | 3,416 | $400 | 12/31/2023 |
Vista Capital Partners Inc. | 3,391 | $397 | 12/31/2023 |
IEI | 3,391 | $397 | 12/31/2023 |
Pacific Sage Partners LLC | 3,384 | $392 | 03/31/2024 |
IEI | 3,384 | $392 | 03/31/2024 |
CPR Investments Inc. | 3,384 | $391 | 03/31/2024 |
IEI | 3,384 | $391 | 03/31/2024 |
Charles Schwab Trust Co | 3,360 | $389 | 03/31/2024 |
IEI | 3,360 | $389 | 03/31/2024 |
Sawtooth Solutions LLC | 3,292 | $386 | 12/31/2023 |
IEI | 3,292 | $386 | 12/31/2023 |
Private Trust Co. NA | 3,326 | $385 | 03/31/2024 |
IEI | 3,326 | $385 | 03/31/2024 |
Steward Partners Investment Advisory LLC | 3,279 | $384 | 12/31/2023 |
IEI | 3,279 | $384 | 12/31/2023 |
AlphaCentric Advisors LLC | 3,242 | $375 | 03/31/2024 |
IEI | 3,242 | $375 | 03/31/2024 |
Petra Financial Advisors Inc. | 3,206 | $371 | 03/31/2024 |
IEI | 3,206 | $371 | 03/31/2024 |
Chemistry Wealth Management LLC | 3,150 | $365 | 03/31/2024 |
IEI | 3,150 | $365 | 03/31/2024 |
Rede Wealth LLC | 3,111 | $364 | 12/31/2023 |
IEI | 3,111 | $364 | 12/31/2023 |
Dfpg Investments LLC | 2,998 | $351 | 12/31/2023 |
IEI | 2,998 | $351 | 12/31/2023 |
Morton Brown Family Wealth LLC | 3,015 | $349 | 03/31/2024 |
IEI | 3,015 | $349 | 03/31/2024 |
Aries Wealth Management | 2,975 | $348 | 12/31/2023 |
IEI | 2,975 | $348 | 12/31/2023 |
Acas LLC | 2,951 | $346 | 12/31/2023 |
IEI | 2,951 | $346 | 12/31/2023 |
Flagship Private Wealth LLC | 2,934 | $344 | 12/31/2023 |
IEI | 2,934 | $344 | 12/31/2023 |
Bank of Hawaii | 2,927 | $343 | 12/31/2023 |
IEI | 2,927 | $343 | 12/31/2023 |
Western Wealth Management LLC | 2,926 | $343 | 12/31/2023 |
IEI | 2,926 | $343 | 12/31/2023 |
Pathstone Holdings LLC | 2,929 | $343 | 12/31/2023 |
IEI | 2,929 | $343 | 12/31/2023 |
AlphaMark Advisors LLC | 2,950 | $342 | 03/31/2024 |
IEI | 2,950 | $342 | 03/31/2024 |
Principle Wealth Partners LLC | 2,906 | $337 | 03/31/2024 |
IEI | 2,906 | $337 | 03/31/2024 |
Belvedere Trading LLC | $337 | 12/31/2023 | |
IEI | 2,377 | $278 | 12/31/2023 |
Call | 500 | $59 | 12/31/2023 |
Meeder Asset Management Inc. | 2,872 | $336 | 12/31/2023 |
IEI | 2,872 | $336 | 12/31/2023 |
CIBC World Markets Inc. | 2,856 | $335 | 12/31/2023 |
IEI | 2,856 | $335 | 12/31/2023 |
Whittier Trust Co. of Nevada Inc. | 2,842 | $333 | 12/31/2023 |
IEI | 2,842 | $333 | 12/31/2023 |
Heritage Financial Services LLC | 2,844 | $333 | 12/31/2023 |
IEI | 2,844 | $333 | 12/31/2023 |
Visionary Wealth Advisors | 2,810 | $329 | 12/31/2023 |
IEI | 2,810 | $329 | 12/31/2023 |
Wealth Effects LLC | 2,785 | $323 | 03/31/2024 |
IEI | 2,785 | $323 | 03/31/2024 |
Level Four Advisory Services LLC | 2,756 | $323 | 12/31/2023 |
IEI | 2,756 | $323 | 12/31/2023 |
Fulton Breakefield Broenniman LLC | 2,689 | $315 | 12/31/2023 |
IEI | 2,689 | $315 | 12/31/2023 |
Taddei Ludwig & Associates Inc. | 2,703 | $313 | 03/31/2024 |
IEI | 2,703 | $313 | 03/31/2024 |
Peirce Capital Management LLC | 2,680 | $310 | 03/31/2024 |
IEI | 2,680 | $310 | 03/31/2024 |
EP Wealth Advisors LLC | 2,642 | $309 | 12/31/2023 |
IEI | 2,642 | $309 | 12/31/2023 |
Innealta Capital LLC | 2,636 | $309 | 12/31/2023 |
IEI | 2,636 | $309 | 12/31/2023 |
Redhawk Wealth Advisors Inc. | 2,622 | $307 | 12/31/2023 |
IEI | 2,622 | $307 | 12/31/2023 |
Unconventional Investor LLC | 2,611 | $306 | 12/31/2023 |
IEI | 2,611 | $306 | 12/31/2023 |
Southeast Asset Advisors Inc. | 2,540 | $298 | 12/31/2023 |
IEI | 2,540 | $298 | 12/31/2023 |
Busey Wealth Management | 2,565 | $297 | 03/31/2024 |
IEI | 2,565 | $297 | 03/31/2024 |
REDW Wealth LLC | 2,538 | $297 | 12/31/2023 |
IEI | 2,538 | $297 | 12/31/2023 |
Sigma Planning Corp | 2,501 | $293 | 12/31/2023 |
IEI | 2,501 | $293 | 12/31/2023 |
Arete Wealth Advisors LLC | 2,438 | $286 | 12/31/2023 |
IEI | 2,438 | $286 | 12/31/2023 |
SILVER OAK SECURITIES Inc | 2,412 | $283 | 12/31/2023 |
IEI | 2,412 | $283 | 12/31/2023 |
E&G Advisors LP | 2,439 | $282 | 03/31/2024 |
IEI | 2,439 | $282 | 03/31/2024 |
Legacy Capital Group California Inc. | 2,411 | $282 | 12/31/2023 |
IEI | 2,411 | $282 | 12/31/2023 |
Townsquare Capital LLC | 2,403 | $281 | 12/31/2023 |
IEI | 2,403 | $281 | 12/31/2023 |
Camden Capital LLC | 2,368 | $277 | 12/31/2023 |
IEI | 2,368 | $277 | 12/31/2023 |
First United Bank Trust | 2,340 | $274 | 12/31/2023 |
IEI | 2,340 | $274 | 12/31/2023 |
Royal Fund Management LLC | 2,359 | $273 | 03/31/2024 |
IEI | 2,359 | $273 | 03/31/2024 |
Pioneer Wealth Management Group | 2,346 | $272 | 03/31/2024 |
IEI | 2,346 | $272 | 03/31/2024 |
Wealthcare Advisory Partners LLC | 2,328 | $270 | 03/31/2024 |
IEI | 2,328 | $270 | 03/31/2024 |
Hill Island Financial LLC | 2,302 | $270 | 12/31/2023 |
IEI | 2,302 | $270 | 12/31/2023 |
Stanley Laman Group Ltd. | 2,324 | $269 | 03/31/2024 |
IEI | 2,324 | $269 | 03/31/2024 |
TCG Advisory Services LLC | 2,267 | $266 | 12/31/2023 |
IEI | 2,267 | $266 | 12/31/2023 |
Successful Portfolios LLC | 2,266 | $262 | 03/31/2024 |
IEI | 2,266 | $262 | 03/31/2024 |
Ciovacco Capital Management LLC | 2,237 | $262 | 12/31/2023 |
IEI | 2,237 | $262 | 12/31/2023 |
VCI Wealth Management LLC | 2,222 | $260 | 12/31/2023 |
IEI | 2,222 | $260 | 12/31/2023 |
Significant Wealth Partners LLC | 2,150 | $252 | 12/31/2023 |
IEI | 2,150 | $252 | 12/31/2023 |
Maia Wealth LLC | 2,148 | $252 | 12/31/2023 |
IEI | 2,148 | $252 | 12/31/2023 |
Trustco Bank Corp N Y | 2,140 | $251 | 12/31/2023 |
IEI | 2,140 | $251 | 12/31/2023 |
Stonebrook Private Inc. | 2,110 | $247 | 12/31/2023 |
IEI | 2,110 | $247 | 12/31/2023 |
Foundations Investment Advisors LLC | 2,087 | $245 | 12/31/2023 |
IEI | 2,087 | $245 | 12/31/2023 |
My Personal CFO LLC | 2,096 | $243 | 03/31/2024 |
IEI | 2,096 | $243 | 03/31/2024 |
Napatree Capital LLC | 2,068 | $242 | 12/31/2023 |
IEI | 2,068 | $242 | 12/31/2023 |
International Assets Investment Management LLC | 2,091 | $240 | 03/31/2024 |
IEI | 2,091 | $240 | 03/31/2024 |
Tobias Financial Advisors Inc. | 2,037 | $239 | 12/31/2023 |
IEI | 2,037 | $239 | 12/31/2023 |
Glenview Trust Co | 2,020 | $237 | 12/31/2023 |
IEI | 2,020 | $237 | 12/31/2023 |
Signature Securities Group Corporation | 2,027 | $235 | 03/31/2024 |
IEI | 2,027 | $235 | 03/31/2024 |
My Legacy Advisors LLC | 1,996 | $234 | 12/31/2023 |
IEI | 1,996 | $234 | 12/31/2023 |
HBK Sorce Advisory LLC | 1,960 | $230 | 12/31/2023 |
IEI | 1,960 | $230 | 12/31/2023 |
Principal Securities Inc. | 1,945 | $228 | 12/31/2023 |
IEI | 1,945 | $228 | 12/31/2023 |
Verus Capital Partners LLC | 1,946 | $228 | 12/31/2023 |
IEI | 1,946 | $228 | 12/31/2023 |
Flagstone Financial Management | 1,948 | $228 | 12/31/2023 |
IEI | 1,948 | $228 | 12/31/2023 |
Wayfinding Financial LLC | 1,917 | $224 | 12/31/2023 |
IEI | 1,917 | $224 | 12/31/2023 |
Perennial Investment Advisors LLC | 1,900 | $223 | 12/31/2023 |
IEI | 1,900 | $223 | 12/31/2023 |
Arkadios Wealth Advisors | 1,868 | $219 | 12/31/2023 |
IEI | 1,868 | $219 | 12/31/2023 |
KFG Wealth Management LLC | 1,880 | $218 | 03/31/2024 |
IEI | 1,880 | $218 | 03/31/2024 |
Beacon Bridge Wealth Partners LLC | 1,862 | $218 | 12/31/2023 |
IEI | 1,862 | $218 | 12/31/2023 |
Charter Trust Co. | 1,863 | $216 | 03/31/2024 |
IEI | 1,863 | $216 | 03/31/2024 |
Main Street Financial Solutions LLC | 1,865 | $216 | 03/31/2024 |
IEI | 1,865 | $216 | 03/31/2024 |
Concord Wealth Partners | 1,844 | $216 | 12/31/2023 |
IEI | 1,844 | $216 | 12/31/2023 |
CVA Family Office LLC | 1,855 | $215 | 03/31/2024 |
IEI | 1,855 | $215 | 03/31/2024 |
Confluence Wealth Services Inc. | 1,848 | $214 | 03/31/2024 |
IEI | 1,848 | $214 | 03/31/2024 |
KC Investment Advisors LLC | 1,824 | $214 | 12/31/2023 |
IEI | 1,824 | $214 | 12/31/2023 |
Wolf Group Capital Advisors | 1,843 | $213 | 03/31/2024 |
IEI | 1,843 | $213 | 03/31/2024 |
Investors Research Corp | 1,809 | $212 | 12/31/2023 |
IEI | 1,809 | $212 | 12/31/2023 |
Greenspring Advisors LLC | 1,823 | $211 | 03/31/2024 |
IEI | 1,823 | $211 | 03/31/2024 |
Core Wealth Partners LLC | 1,813 | $210 | 03/31/2024 |
IEI | 1,813 | $210 | 03/31/2024 |
CIBC Private Wealth Group LLC | 1,783 | $209 | 12/31/2023 |
IEI | 1,783 | $209 | 12/31/2023 |
First Horizon Advisors Inc. | 1,780 | $209 | 12/31/2023 |
IEI | 1,780 | $209 | 12/31/2023 |
Private Capital Management LLC | 1,800 | $208 | 03/31/2024 |
IEI | 1,800 | $208 | 03/31/2024 |
Patriot Investment Management Inc. | 1,784 | $207 | 03/31/2024 |
IEI | 1,784 | $207 | 03/31/2024 |
Evercore Wealth Management LLC | 1,760 | $206 | 12/31/2023 |
IEI | 1,760 | $206 | 12/31/2023 |
Birchcreek Wealth Management LLC | 1,747 | $205 | 12/31/2023 |
IEI | 1,747 | $205 | 12/31/2023 |
Stock Yards Bank & Trust Co. | 1,739 | $204 | 12/31/2023 |
IEI | 1,739 | $204 | 12/31/2023 |
Caldwell Sutter Capital Inc. | 1,728 | $200 | 03/31/2024 |
IEI | 1,728 | $200 | 03/31/2024 |
Psagot Value Holdings Ltd. Israel | 1,696 | $199 | 12/31/2023 |
IEI | 1,696 | $199 | 12/31/2023 |
Family Asset Management LLC | 1,677 | $196 | 12/31/2023 |
IEI | 1,677 | $196 | 12/31/2023 |
Stelac Advisory Services LLC | 1,639 | $192 | 12/31/2023 |
IEI | 1,639 | $192 | 12/31/2023 |
Centaurus Financial Inc. | 1,617 | $189 | 12/31/2023 |
IEI | 1,617 | $189 | 12/31/2023 |
Harbour Investments Inc. | 1,608 | $188 | 12/31/2023 |
IEI | 1,608 | $188 | 12/31/2023 |
Tsfg LLC | 1,549 | $179 | 03/31/2024 |
IEI | 1,549 | $179 | 03/31/2024 |
Sandy Spring Bank | 1,339 | $157 | 12/31/2023 |
IEI | 1,339 | $157 | 12/31/2023 |
Ameritas Investment Partners Inc. | 1,308 | $153 | 12/31/2023 |
IEI | 1,308 | $153 | 12/31/2023 |
Roble Belko & Company Inc | 1,294 | $150 | 03/31/2024 |
IEI | 1,294 | $150 | 03/31/2024 |
DT Investment Partners LLC | 1,170 | $137 | 12/31/2023 |
IEI | 1,170 | $137 | 12/31/2023 |
Geneos Wealth Management Inc. | 1,149 | $135 | 12/31/2023 |
IEI | 1,149 | $135 | 12/31/2023 |
Montag A & Associates Inc. | 1,065 | $125 | 12/31/2023 |
IEI | 1,065 | $125 | 12/31/2023 |
Banque Cantonale Vaudoise | 1,042 | $121 | 03/31/2024 |
IEI | 1,042 | $121 | 03/31/2024 |
Bartlett & Co. LLC | 988 | $116 | 12/31/2023 |
IEI | 988 | $116 | 12/31/2023 |
Bartlett & CO. Wealth Management LLC | 988 | $116 | 12/31/2023 |
IEI | 988 | $116 | 12/31/2023 |
ST Germain D J Co. Inc. | 985 | $114 | 03/31/2024 |
IEI | 985 | $114 | 03/31/2024 |
Oak Harbor Wealth Partners LLC | 968 | $112 | 03/31/2024 |
IEI | 968 | $112 | 03/31/2024 |
Elevate Wealth Advisory Inc. | 950 | $111 | 12/31/2023 |
IEI | 950 | $111 | 12/31/2023 |
Costello Asset Management INC | 895 | $104 | 03/31/2024 |
IEI | 895 | $104 | 03/31/2024 |
Hobbs Group Advisors LLC | 853 | $100 | 12/31/2023 |
IEI | 853 | $100 | 12/31/2023 |
MCF Advisors LLC | 840 | $97 | 03/31/2024 |
IEI | 840 | $97 | 03/31/2024 |
Creative Financial Designs Inc. ADV | 799 | $94 | 12/31/2023 |
IEI | 799 | $94 | 12/31/2023 |
Rain Capital Management LLC | 792 | $93 | 12/31/2023 |
IEI | 792 | $93 | 12/31/2023 |
Trust Co. of Vermont | 707 | $83 | 12/31/2023 |
IEI | 707 | $83 | 12/31/2023 |
Cardiff Park Advisors LLC | 712 | $83 | 12/31/2023 |
IEI | 712 | $83 | 12/31/2023 |
Indiana Trust & Investment Management CO | 710 | $82 | 03/31/2024 |
IEI | 710 | $82 | 03/31/2024 |
Farther Finance Advisors LLC | 674 | $79 | 12/31/2023 |
IEI | 674 | $79 | 12/31/2023 |
SRS Capital Advisors Inc. | 654 | $77 | 12/31/2023 |
IEI | 654 | $77 | 12/31/2023 |
Northwest Capital Management Inc | 654 | $76 | 03/31/2024 |
IEI | 654 | $76 | 03/31/2024 |
Sumitomo Mitsui Financial Group Inc. | 622 | $73 | 12/31/2023 |
IEI | 622 | $73 | 12/31/2023 |
Parallel Advisors LLC | 619 | $73 | 12/31/2023 |
IEI | 619 | $73 | 12/31/2023 |
Coppell Advisory Solutions LLC | 602 | $70 | 12/31/2023 |
IEI | 602 | $70 | 12/31/2023 |
Perkins Coie Trust Co | 545 | $63 | 03/31/2024 |
IEI | 545 | $63 | 03/31/2024 |
Cornerstone Planning Group LLC | 540 | $63 | 12/31/2023 |
IEI | 540 | $63 | 12/31/2023 |
Ancora Advisors LLC | 525 | $61 | 12/31/2023 |
IEI | 525 | $61 | 12/31/2023 |
TCTC Holdings LLC | 492 | $58 | 12/31/2023 |
IEI | 492 | $58 | 12/31/2023 |
FinTrust Capital Advisors LLC | 481 | $56 | 12/31/2023 |
IEI | 481 | $56 | 12/31/2023 |
Cedar Mountain Advisors LLC | 477 | $55 | 03/31/2024 |
IEI | 477 | $55 | 03/31/2024 |
Wetzel Investment Advisors Inc. | 484 | $55 | 03/31/2024 |
IEI | 484 | $55 | 03/31/2024 |
Y.D. More Investments Ltd | 450 | $53 | 12/31/2023 |
IEI | 450 | $53 | 12/31/2023 |
NBC Securities Inc. | 425 | $49 | 03/31/2024 |
IEI | 425 | $49 | 03/31/2024 |
Harbor Investment Advisory LLC | 424 | $49 | 03/31/2024 |
IEI | 424 | $49 | 03/31/2024 |
Barrett & Company Inc. | 400 | $46 | 03/31/2024 |
IEI | 400 | $46 | 03/31/2024 |
Private Ocean LLC | 379 | $44 | 03/31/2024 |
IEI | 379 | $44 | 03/31/2024 |
Jones Financial Companies Lllp | 376 | $44 | 12/31/2023 |
IEI | 376 | $44 | 12/31/2023 |
Nemes Rush Group LLC | 348 | $41 | 12/31/2023 |
IEI | 348 | $41 | 12/31/2023 |
Central Bank & Trust Co. | 349 | $40 | 03/31/2024 |
IEI | 349 | $40 | 03/31/2024 |
Cranbrook Wealth Management LLC | 341 | $39 | 03/31/2024 |
IEI | 341 | $39 | 03/31/2024 |
Capital Analysts LLC | 309 | $36 | 12/31/2023 |
IEI | 309 | $36 | 12/31/2023 |
Colonial Trust Co SC | 304 | $36 | 12/31/2023 |
IEI | 304 | $36 | 12/31/2023 |
Salem Investment Counselors Inc. | 303 | $35 | 03/31/2024 |
IEI | 303 | $35 | 03/31/2024 |
Pacifica Partners Inc. | 300 | $35 | 03/31/2024 |
IEI | 300 | $35 | 03/31/2024 |
WealthShield Partners LLC | 297 | $35 | 12/31/2023 |
IEI | 297 | $35 | 12/31/2023 |
Scarborough Advisors LLC | 277 | $32 | 12/31/2023 |
IEI | 277 | $32 | 12/31/2023 |
TD Waterhouse Canada Inc. | 271 | $32 | 12/31/2023 |
IEI | 271 | $32 | 12/31/2023 |
Kozak & Associates Inc. | 266 | $31 | 12/31/2023 |
IEI | 266 | $31 | 12/31/2023 |
Howe & Rusling Inc. | 260 | $30 | 12/31/2023 |
IEI | 260 | $30 | 12/31/2023 |
EPG Wealth Management LLC | 263 | $30 | 12/31/2023 |
IEI | 263 | $30 | 12/31/2023 |
Winthrop Capital Management LLC | 238 | $28 | 12/31/2023 |
IEI | 238 | $28 | 12/31/2023 |
Family Management Corp | 226 | $26 | 12/31/2023 |
IEI | 226 | $26 | 12/31/2023 |
Tortoise Investment Management LLC | 220 | $26 | 12/31/2023 |
IEI | 220 | $26 | 12/31/2023 |
Carmichael Hill & Associates Inc. | 218 | $25 | 03/31/2024 |
IEI | 218 | $25 | 03/31/2024 |
Hexagon Capital Partners LLC | 219 | $25 | 03/31/2024 |
IEI | 219 | $25 | 03/31/2024 |
Cullen Frost Bankers Inc. | 198 | $23 | 12/31/2023 |
IEI | 198 | $23 | 12/31/2023 |
Bray Capital Advisors | 200 | $23 | 12/31/2023 |
IEI | 200 | $23 | 12/31/2023 |
Godsey & Gibb Associates | 190 | $22 | 03/31/2024 |
IEI | 190 | $22 | 03/31/2024 |
Tidemark LLC | 192 | $22 | 12/31/2023 |
IEI | 192 | $22 | 12/31/2023 |
Caitlin John LLC | 179 | $21 | 12/31/2023 |
IEI | 179 | $21 | 12/31/2023 |
Aptus Capital Advisors LLC | 167 | $20 | 12/31/2023 |
IEI | 167 | $20 | 12/31/2023 |
Castleview Partners LLC | 168 | $20 | 12/31/2023 |
IEI | 168 | $20 | 12/31/2023 |
Tyler Stone Wealth Management | 167 | $20 | 12/31/2023 |
IEI | 167 | $20 | 12/31/2023 |
Tompkins Financial Corp | 157 | $18 | 03/31/2024 |
IEI | 157 | $18 | 03/31/2024 |
Rosenberg Matthew Hamilton | 153 | $18 | 03/31/2024 |
IEI | 153 | $18 | 03/31/2024 |
Townsend Asset Management Corp NC ADV | 150 | $18 | 12/31/2023 |
IEI | 150 | $18 | 12/31/2023 |
AlphaCore Capital LLC | 155 | $18 | 12/31/2023 |
IEI | 155 | $18 | 12/31/2023 |
Impact Partnership Wealth LLC | 153 | $18 | 12/31/2023 |
IEI | 153 | $18 | 12/31/2023 |
Coastal Investment Advisors Inc. | 143 | $17 | 03/31/2024 |
IEI | 143 | $17 | 03/31/2024 |
Koesten Hirschmann & Crabtree INC. | 144 | $17 | 12/31/2023 |
IEI | 144 | $17 | 12/31/2023 |
Bank of New Hampshire | 134 | $16 | 03/31/2024 |
IEI | 134 | $16 | 03/31/2024 |
Versant Capital Management Inc | 131 | $15 | 03/31/2024 |
IEI | 131 | $15 | 03/31/2024 |
Coston McIsaac & Partners | 138 | $15 | 03/31/2024 |
IEI | 138 | $15 | 03/31/2024 |
Parkside Financial Bank & Trust | 128 | $15 | 12/31/2023 |
IEI | 128 | $15 | 12/31/2023 |
Team Financial Group LLC | 124 | $14 | 12/31/2023 |
IEI | 124 | $14 | 12/31/2023 |
Guardian Wealth Advisors LLC NC | 119 | $14 | 12/31/2023 |
IEI | 119 | $14 | 12/31/2023 |
Sound Income Strategies LLC | 115 | $13 | 03/31/2024 |
IEI | 115 | $13 | 03/31/2024 |
Hazlett Burt & Watson Inc. | 111 | $13 | 12/31/2023 |
IEI | 111 | $13 | 12/31/2023 |
Rice Partnership LLC | 108 | $13 | 12/31/2023 |
IEI | 108 | $13 | 12/31/2023 |
Pineridge Advisors LLC | 110 | $13 | 12/31/2023 |
IEI | 110 | $13 | 12/31/2023 |
Trivant Custom Portfolio Group LLC | 102 | $12 | 03/31/2024 |
IEI | 102 | $12 | 03/31/2024 |
Fairfield Bush & CO. | 100 | $12 | 12/31/2023 |
IEI | 100 | $12 | 12/31/2023 |
Jackson Hole Capital Partners LLC | 102 | $12 | 12/31/2023 |
IEI | 102 | $12 | 12/31/2023 |
Planning Capital Management Corp | 100 | $12 | 12/31/2023 |
IEI | 100 | $12 | 12/31/2023 |
Retirement Group LLC | 97 | $11 | 12/31/2023 |
IEI | 97 | $11 | 12/31/2023 |
Baystate Wealth Management LLC | 82 | $10 | 12/31/2023 |
IEI | 82 | $10 | 12/31/2023 |
BOK Financial Private Wealth Inc. | 74 | $9 | 12/31/2023 |
IEI | 74 | $9 | 12/31/2023 |
Tower Research Capital LLC TRC | 76 | $9 | 12/31/2023 |
IEI | 76 | $9 | 12/31/2023 |
Cutler Group LP | $8 | 03/31/2024 | |
Call | 2,600 | $8 | 03/31/2024 |
Put | 800 | $0 | 03/31/2024 |
GAMMA Investing LLC | 69 | $8 | 03/31/2024 |
IEI | 69 | $8 | 03/31/2024 |
Webster Bank N. A. | 60 | $7 | 03/31/2024 |
IEI | 60 | $7 | 03/31/2024 |
Larson Financial Group LLC | 60 | $7 | 12/31/2023 |
IEI | 60 | $7 | 12/31/2023 |
Armor Investment Advisors LLC | 54 | $6 | 03/31/2024 |
IEI | 54 | $6 | 03/31/2024 |
Oxford Financial Group Ltd. | 47 | $6 | 12/31/2023 |
IEI | 47 | $6 | 12/31/2023 |
Bogart Wealth LLC | 45 | $5 | 03/31/2024 |
IEI | 45 | $5 | 03/31/2024 |
ICA Group Wealth Management LLC | 45 | $5 | 12/31/2023 |
IEI | 45 | $5 | 12/31/2023 |
WASHINGTON TRUST Co | 34 | $4 | 03/31/2024 |
IEI | 34 | $4 | 03/31/2024 |
Farmers & Merchants Investments Inc. | 34 | $4 | 03/31/2024 |
IEI | 34 | $4 | 03/31/2024 |
First Manhattan Co. | 36 | $4 | 12/31/2023 |
IEI | 36 | $4 | 12/31/2023 |
Archer Investment Corp | 34 | $4 | 12/31/2023 |
IEI | 34 | $4 | 12/31/2023 |
Tucker Asset Management LLC | 33 | $4 | 12/31/2023 |
IEI | 33 | $4 | 12/31/2023 |
Gradient Investments LLC | 24 | $3 | 03/31/2024 |
IEI | 24 | $3 | 03/31/2024 |
Mine & Arao Wealth Creation & Management LLC. | 26 | $3 | 12/31/2023 |
IEI | 26 | $3 | 12/31/2023 |
Venturi Wealth Management LLC | 17 | $2 | 03/31/2024 |
IEI | 17 | $2 | 03/31/2024 |
Sachetta LLC | 17 | $2 | 12/31/2023 |
IEI | 17 | $2 | 12/31/2023 |
Abich Financial Wealth Management LLC | 14 | $2 | 12/31/2023 |
IEI | 14 | $2 | 12/31/2023 |
Sunbelt Securities Inc. | 6 | $1 | 03/31/2024 |
IEI | 6 | $1 | 03/31/2024 |
Aspire Private Capital LLC | 8 | $1 | 03/31/2024 |
IEI | 8 | $1 | 03/31/2024 |
PSI Advisors LLC | 7 | $1 | 03/31/2024 |
IEI | 7 | $1 | 03/31/2024 |
WCM Investment Management LLC | 5 | $1 | 12/31/2023 |
IEI | 5 | $1 | 12/31/2023 |
Horizon Investments LLC | 11 | $1 | 12/31/2023 |
IEI | 11 | $1 | 12/31/2023 |
Beacon Capital Management LLC | 5 | $1 | 12/31/2023 |
IEI | 5 | $1 | 12/31/2023 |
Able Wealth Management LLC | 6 | $1 | 12/31/2023 |
IEI | 6 | $1 | 12/31/2023 |
Independence Bank of Kentucky | 3 | $0 | 03/31/2024 |
IEI | 3 | $0 | 03/31/2024 |
First Command Advisory Services Inc. | 4 | $0 | 12/31/2023 |
IEI | 4 | $0 | 12/31/2023 |
Centerpoint Advisors LLC | 2 | $0 | 12/31/2023 |
IEI | 2 | $0 | 12/31/2023 |
Key Financial Inc | 3 | $0 | 12/31/2023 |
IEI | 3 | $0 | 12/31/2023 |
Centiva Capital LP | $-5,856 | 12/31/2023 | |
Put | 50,000 | $5,856 | 12/31/2023 |
EHP Funds Inc. | 3,800 | $-30,511 | 12/31/2023 |
Put | 400,000 | $30,956 | 12/31/2023 |
IEI | 3,800 | $445 | 12/31/2023 |
See Summary: Institutional Holders of IEI
See Details: Top 10 Hedge Funds Holding IEI
Also See: IEI Holdings Changes
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