HoldingsChannel.com
Funds Holding IEI

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.

HolderAmountPosition Size
($ in 1000's)
 As of
JPMorgan Chase & Co.9,407,089$1,101,852 12/31/2023
     IEI9,407,089$1,101,852 12/31/2023
Bank of America Corp DE $585,000 12/31/2023
     IEI4,994,752$585,035 12/31/2023
     Put200,300$23,461 12/31/2023
     Call200,000$23,426 12/31/2023
Financial Engines Advisors L.L.C.4,154,095$486,569 12/31/2023
     IEI4,154,095$486,569 12/31/2023
Envestnet Asset Management Inc.3,888,648$455,477 12/31/2023
     IEI3,888,648$455,477 12/31/2023
FMR LLC3,003,638$351,816 12/31/2023
     IEI3,003,638$351,816 12/31/2023
Charles Schwab Investment Advisory Inc.2,784,998$326,207 12/31/2023
     IEI2,784,998$326,207 12/31/2023
Truist Financial Corp2,600,709$304,621 12/31/2023
     IEI2,600,709$304,621 12/31/2023
Morgan Stanley2,501,163$292,961 12/31/2023
     IEI2,501,163$292,961 12/31/2023
Cerity Partners LLC2,229,435$261,134 12/31/2023
     IEI2,229,435$261,134 12/31/2023
Janney Montgomery Scott LLC2,136,167$250,210 12/31/2023
     IEI2,136,167$250,210 12/31/2023
Assetmark Inc.2,094,390$245,316 12/31/2023
     IEI2,094,390$245,316 12/31/2023
Bank Julius Baer & Co. Ltd Zurich2,078,819$243,492 12/31/2023
     IEI2,078,819$243,492 12/31/2023
Creative Planning1,960,385$229,620 12/31/2023
     IEI1,960,385$229,620 12/31/2023
Ameriprise Financial Inc.1,874,554$219,187 12/31/2023
     IEI1,874,554$219,187 12/31/2023
UBS Group AG1,823,656$213,605 12/31/2023
     IEI1,823,656$213,605 12/31/2023
Wells Fargo & Company MN1,776,753$208,111 12/31/2023
     IEI1,776,753$208,111 12/31/2023
Charles Schwab Investment Management Inc.1,692,850$198,284 12/31/2023
     IEI1,692,850$198,284 12/31/2023
Matson Money. Inc.1,434,967$168,078 12/31/2023
     IEI1,434,967$168,078 12/31/2023
Stifel Financial Corp1,308,204$153,230 12/31/2023
     IEI1,308,204$153,230 12/31/2023
WestEnd Advisors LLC1,292,429$151,382 12/31/2023
     IEI1,292,429$151,382 12/31/2023
Raymond James & Associates1,233,872$142,895 03/31/2024
     IEI1,233,872$142,895 03/31/2024
Tanglewood Wealth Management Inc.1,203,211$140,932 12/31/2023
     IEI1,203,211$140,932 12/31/2023
Johnson Financial Group Inc.1,179,767$138,186 12/31/2023
     IEI1,179,767$138,186 12/31/2023
LPL Financial LLC1,136,374$133,103 12/31/2023
     IEI1,136,374$133,103 12/31/2023
BlackRock Inc.1,011,970$118,532 12/31/2023
     IEI1,011,970$118,532 12/31/2023
Royal Bank of Canada649,953$76,129 12/31/2023
     IEI649,953$76,129 12/31/2023
Huntington National Bank628,778$73,649 12/31/2023
     IEI628,778$73,649 12/31/2023
Advisor Group Holdings Inc.542,413$63,539 12/31/2023
     IEI542,413$63,539 12/31/2023
The PNC Financial Services Group Inc.494,705$57,945 12/31/2023
     IEI494,705$57,945 12/31/2023
SNS Financial Group LLC486,880$56,386 03/31/2024
     IEI486,880$56,386 03/31/2024
Evergreen Capital Management LLC472,485$55,342 12/31/2023
     IEI472,485$55,342 12/31/2023
Facet Wealth Inc.470,491$54,742 12/31/2023
     IEI470,491$54,742 12/31/2023
M&T Bank Corp461,938$54,107 12/31/2023
     IEI461,938$54,107 12/31/2023
Victory Capital Management Inc.459,944$53,873 12/31/2023
     IEI459,944$53,873 12/31/2023
Cantor Fitzgerald Investment Adviser L.P.410,746$48,111 12/31/2023
     IEI410,746$48,111 12/31/2023
Keybank National Association OH405,915$47,545 12/31/2023
     IEI405,915$47,545 12/31/2023
Buckingham Strategic Wealth LLC403,006$47,204 12/31/2023
     IEI403,006$47,204 12/31/2023
Hilton Capital Management LLC379,850$44,492 12/31/2023
     IEI379,850$44,492 12/31/2023
Strategic Point Investment Advisors LLC375,589$43,993 12/31/2023
     IEI375,589$43,993 12/31/2023
Anchor Capital Advisors LLC368,038$43,108 12/31/2023
     IEI368,038$43,108 12/31/2023
Banco Santander S.A.366,632$42,944 12/31/2023
     IEI366,632$42,944 12/31/2023
National Bank of Canada FI365,207$42,652 12/31/2023
     IEI365,207$42,652 12/31/2023
AE Wealth Management LLC342,488$39,896 12/31/2023
     IEI342,488$39,896 12/31/2023
Marks Wealth LLC309,172$36,213 12/31/2023
     IEI309,172$36,213 12/31/2023
Buckingham Capital Management Inc.305,590$35,390 03/31/2024
     IEI305,590$35,390 03/31/2024
Jefferies Financial Group Inc.295,550$34,618 12/31/2023
     IEI295,550$34,618 12/31/2023
Armstrong Advisory Group Inc.283,123$33,162 03/31/2024
     IEI283,123$33,162 03/31/2024
Hsbc Holdings PLC280,008$32,797 12/31/2023
     IEI280,008$32,797 12/31/2023
Susquehanna International Group LLP $31,856 12/31/2023
     Call320,900$37,587 12/31/2023
     Put67,900$7,953 12/31/2023
     IEI18,968$2,222 12/31/2023
Clarity Financial LLC260,637$30,184 03/31/2024
     IEI260,637$30,184 03/31/2024
Madison Asset Management LLC253,536$29,697 12/31/2023
     IEI253,536$29,697 12/31/2023
Banco Bilbao Vizcaya Argentaria S.A.249,429$29,218 12/31/2023
     IEI249,429$29,218 12/31/2023
Cambridge Investment Research Advisors Inc.251,091$29,079 03/31/2024
     IEI251,091$29,079 03/31/2024
Cetera Investment Advisers241,544$28,292 12/31/2023
     IEI241,544$28,292 12/31/2023
Orion Portfolio Solutions LLC238,671$27,834 12/31/2023
     IEI238,671$27,834 12/31/2023
Parkside Advisors LLC236,486$27,387 03/31/2024
     IEI236,486$27,387 03/31/2024
HighTower Advisors LLC231,214$27,073 12/31/2023
     IEI231,214$27,073 12/31/2023
MML Investors Services LLC221,092$25,897 12/31/2023
     IEI221,092$25,897 12/31/2023
CI Private Wealth LLC216,840$25,398 12/31/2023
     IEI216,840$25,398 12/31/2023
Connectus Wealth LLC214,537$25,176 12/31/2023
     IEI214,537$25,176 12/31/2023
Millennium Management LLC209,531$24,542 12/31/2023
     IEI209,531$24,542 12/31/2023
DDFG Inc207,321$24,284 12/31/2023
     IEI207,321$24,284 12/31/2023
Trilogy Capital Inc.208,957$24,199 03/31/2024
     IEI208,957$24,199 03/31/2024
Allianz Asset Management GmbH204,800$23,988 12/31/2023
     IEI204,800$23,988 12/31/2023
Keel Point LLC203,440$23,560 03/31/2024
     IEI203,440$23,560 03/31/2024
Klaas Financial Asset Advisors LLC202,225$23,420 03/31/2024
     IEI202,225$23,420 03/31/2024
Commonwealth Equity Services LLC197,257$23,105 12/31/2023
     IEI197,257$23,105 12/31/2023
Adroit Compliance LLC196,716$23,041 12/31/2023
     IEI196,716$23,041 12/31/2023
US Bancorp DE187,241$21,932 12/31/2023
     IEI187,241$21,932 12/31/2023
Franklin Resources Inc.186,727$21,871 12/31/2023
     IEI186,727$21,871 12/31/2023
One Day In July LLC185,516$21,730 12/31/2023
     IEI185,516$21,730 12/31/2023
MBL Wealth LLC186,851$21,639 03/31/2024
     IEI186,851$21,639 03/31/2024
Raymond James Financial Services Advisors Inc.184,257$21,339 03/31/2024
     IEI184,257$21,339 03/31/2024
Northern Trust Corp180,668$21,162 12/31/2023
     IEI180,668$21,162 12/31/2023
Curi Capital173,270$20,295 12/31/2023
     IEI173,270$20,295 12/31/2023
Berkshire Bank171,011$19,805 03/31/2024
     IEI171,011$19,805 03/31/2024
First Financial Bank Trust Division169,987$19,686 03/31/2024
     IEI169,987$19,686 03/31/2024
Willis Johnson & Associates Inc.157,623$18,254 03/31/2024
     IEI157,623$18,254 03/31/2024
Juniper Hill Capital Management LP153,297$17,956 12/31/2023
     IEI153,297$17,956 12/31/2023
CFO4Life Group LLC150,036$17,574 12/31/2023
     IEI150,036$17,574 12/31/2023
Bank of New York Mellon Corp149,968$17,566 12/31/2023
     IEI149,968$17,566 12/31/2023
Wealth Enhancement Advisory Services LLC151,230$17,514 03/31/2024
     IEI151,230$17,514 03/31/2024
Citizens Financial Group Inc RI144,345$16,907 12/31/2023
     IEI144,345$16,907 12/31/2023
Raub Brock Capital Management LP143,683$16,640 03/31/2024
     IEI143,683$16,640 03/31/2024
Capital Investment Services of America Inc.136,177$15,950 12/31/2023
     IEI136,177$15,950 12/31/2023
GWM Advisors LLC134,992$15,726 12/31/2023
     IEI134,992$15,726 12/31/2023
1832 Asset Management L.P.133,350$15,619 12/31/2023
     IEI133,350$15,619 12/31/2023
Pinnacle Financial Partners Inc.133,036$15,583 12/31/2023
     IEI133,036$15,583 12/31/2023
Leavell Investment Management Inc.134,546$15,582 03/31/2024
     IEI134,546$15,582 03/31/2024
Atria Wealth Solutions Inc.129,985$15,225 12/31/2023
     IEI129,985$15,225 12/31/2023
Canal Capital Management LLC125,559$14,541 03/31/2024
     IEI125,559$14,541 03/31/2024
Wilbanks Smith & Thomas Asset Management LLC123,072$14,415 12/31/2023
     IEI123,072$14,415 12/31/2023
Pegasus Partners Ltd.124,260$14,391 03/31/2024
     IEI124,260$14,391 03/31/2024
Woodmont Investment Counsel LLC124,112$14,373 03/31/2024
     IEI124,112$14,373 03/31/2024
Partners Capital Investment Group LLP120,010$14,057 12/31/2023
     IEI120,010$14,057 12/31/2023
Haverford Trust Co.119,121$13,953 12/31/2023
     IEI119,121$13,953 12/31/2023
Citadel Advisors LLC $13,928 12/31/2023
     Call177,500$20,791 12/31/2023
     Put110,000$12,884 12/31/2023
     IEI51,406$6,021 12/31/2023
Envestnet Portfolio Solutions Inc.118,402$13,868 12/31/2023
     IEI118,402$13,868 12/31/2023
Capital Investment Advisory Services LLC116,508$13,647 12/31/2023
     IEI116,508$13,647 12/31/2023
Northwestern Mutual Wealth Management Co.114,087$13,363 12/31/2023
     IEI114,087$13,363 12/31/2023
Pictet Asset Management Holding SA112,290$13,153 12/31/2023
     IEI112,290$13,153 12/31/2023
Bond & Devick Financial Network Inc.108,179$12,671 12/31/2023
     IEI108,179$12,671 12/31/2023
Blue Edge Capital LLC106,388$12,461 12/31/2023
     IEI106,388$12,461 12/31/2023
Boltwood Capital Management99,734$11,550 03/31/2024
     IEI99,734$11,550 03/31/2024
RKL Wealth Management LLC97,882$11,465 12/31/2023
     IEI97,882$11,465 12/31/2023
GeoWealth Management LLC96,814$11,338 12/31/2023
     IEI96,814$11,338 12/31/2023
Buckingham Strategic Partners96,427$11,294 12/31/2023
     IEI96,427$11,294 12/31/2023
Quaker Wealth Management LLC95,283$11,161 12/31/2023
     IEI95,283$11,161 12/31/2023
Bank of Montreal Can94,570$11,100 12/31/2023
     IEI94,570$11,100 12/31/2023
Gould Capital LLC93,625$10,966 12/31/2023
     IEI93,625$10,966 12/31/2023
Wooster Corthell Wealth Management Inc.93,404$10,940 12/31/2023
     IEI93,404$10,940 12/31/2023
Eley Financial Management Inc91,566$10,725 12/31/2023
     IEI91,566$10,725 12/31/2023
Global Endowment Management LP87,160$10,209 12/31/2023
     IEI87,160$10,209 12/31/2023
Austin Wealth Management LLC83,197$9,589 12/31/2023
     IEI83,197$9,589 12/31/2023
Wealthcare Capital Management LLC82,778$9,587 03/31/2024
     IEI82,778$9,587 03/31/2024
Thrivent Financial for Lutherans80,402$9,418 12/31/2023
     IEI80,402$9,418 12/31/2023
Highview Capital Management LLC DE 79,043$9,258 12/31/2023
     IEI79,043$9,258 12/31/2023
Checchi Capital Advisers LLC78,790$9,125 03/31/2024
     IEI78,790$9,125 03/31/2024
First Trust Advisors LP76,979$9,017 12/31/2023
     IEI76,979$9,017 12/31/2023
American International Group Inc.75,200$8,808 12/31/2023
     IEI75,200$8,808 12/31/2023
O Shaughnessy Asset Management LLC73,774$8,641 12/31/2023
     IEI73,774$8,641 12/31/2023
Cabot Wealth Management Inc.73,649$8,627 12/31/2023
     IEI73,649$8,627 12/31/2023
Perigon Wealth Management LLC73,318$8,588 12/31/2023
     IEI73,318$8,588 12/31/2023
J.W. Cole Advisors Inc.72,845$8,532 12/31/2023
     IEI72,845$8,532 12/31/2023
Sollinda Capital Management LLC72,421$8,387 03/31/2024
     IEI72,421$8,387 03/31/2024
Rehmann Capital Advisory Group70,129$8,214 12/31/2023
     IEI70,129$8,214 12/31/2023
Atria Investments LLC69,197$8,105 12/31/2023
     IEI69,197$8,105 12/31/2023
Mirae Asset Global Investments Co. Ltd.68,781$8,056 12/31/2023
     IEI68,781$8,056 12/31/2023
Rinkey Investments68,444$8,017 12/31/2023
     IEI68,444$8,017 12/31/2023
Rainsberger Wealth Advisors Inc.68,001$7,965 12/31/2023
     IEI68,001$7,965 12/31/2023
DAVENPORT & Co LLC62,796$7,355 12/31/2023
     IEI62,796$7,355 12/31/2023
Credit Suisse AG62,580$7,330 12/31/2023
     IEI62,580$7,330 12/31/2023
Mason & Associates Inc61,640$7,139 03/31/2024
     IEI61,640$7,139 03/31/2024
James Investment Research Inc.60,390$7,073 12/31/2023
     IEI60,390$7,073 12/31/2023
InterOcean Capital Group LLC60,127$7,043 12/31/2023
     IEI60,127$7,043 12/31/2023
CWM LLC59,888$6,936 03/31/2024
     IEI59,888$6,936 03/31/2024
Studio Investment Management LLC58,218$6,819 12/31/2023
     IEI58,218$6,819 12/31/2023
Retirement Income Solutions Inc57,099$6,688 12/31/2023
     IEI57,099$6,688 12/31/2023
Comerica Bank54,481$6,381 12/31/2023
     IEI54,481$6,381 12/31/2023
Prudential Financial Inc.54,172$6,345 12/31/2023
     IEI54,172$6,345 12/31/2023
Financial Gravity Asset Management Inc.53,247$6,237 12/31/2023
     IEI53,247$6,237 12/31/2023
Paragon Capital Management Ltd53,357$6,179 03/31/2024
     IEI53,357$6,179 03/31/2024
Smith Salley & Associates52,471$6,146 12/31/2023
     IEI52,471$6,146 12/31/2023
Rockefeller Capital Management L.P.52,235$6,118 12/31/2023
     IEI52,235$6,118 12/31/2023
United Capital Financial Advisers LLC51,468$6,029 12/31/2023
     IEI51,468$6,029 12/31/2023
National Asset Management Inc.51,196$5,997 12/31/2023
     IEI51,196$5,997 12/31/2023
Premier Path Wealth Partners LLC52,367$5,970 03/31/2024
     IEI52,367$5,970 03/31/2024
Delap Wealth Advisory LLC50,586$5,925 12/31/2023
     IEI50,586$5,925 12/31/2023
Merriman Wealth Management LLC50,401$5,903 12/31/2023
     IEI50,401$5,903 12/31/2023
Synovus Financial Corp50,010$5,858 12/31/2023
     IEI50,010$5,858 12/31/2023
US Financial Advisors LLC49,424$5,789 12/31/2023
     IEI49,424$5,789 12/31/2023
Confluence Investment Management LLC48,858$5,658 03/31/2024
     IEI48,858$5,658 03/31/2024
Kestra Advisory Services LLC47,532$5,567 12/31/2023
     IEI47,532$5,567 12/31/2023
Paulson Wealth Management Inc.47,206$5,529 12/31/2023
     IEI47,206$5,529 12/31/2023
Great Diamond Partners LLC46,920$5,496 12/31/2023
     IEI46,920$5,496 12/31/2023
The Manufacturers Life Insurance Company 45,648$5,347 12/31/2023
     IEI45,648$5,347 12/31/2023
Adviser Investments LLC44,017$5,156 12/31/2023
     IEI44,017$5,156 12/31/2023
Opus Capital Group LLC43,873$5,139 12/31/2023
     IEI43,873$5,139 12/31/2023
Relative Value Partners Group LLC43,725$5,122 12/31/2023
     IEI43,725$5,122 12/31/2023
Change Path LLC43,310$5,073 12/31/2023
     IEI43,310$5,073 12/31/2023
Stratos Wealth Advisors LLC43,560$5,045 03/31/2024
     IEI43,560$5,045 03/31/2024
Great Valley Advisor Group Inc.42,437$4,971 12/31/2023
     IEI42,437$4,971 12/31/2023
AMG National Trust Bank41,788$4,895 12/31/2023
     IEI41,788$4,895 12/31/2023
NorthCrest Asset Manangement LLC42,196$4,887 03/31/2024
     IEI42,196$4,887 03/31/2024
Lauer Wealth LLC42,425$4,826 03/31/2024
     IEI42,425$4,826 03/31/2024
Mariner LLC40,533$4,748 12/31/2023
     IEI40,533$4,748 12/31/2023
Arvest Investments Inc.39,961$4,628 03/31/2024
     IEI39,961$4,628 03/31/2024
9258 Wealth Management LLC39,469$4,623 12/31/2023
     IEI39,469$4,623 12/31/2023
Shelton Wealth Management LLC39,373$4,612 12/31/2023
     IEI39,373$4,612 12/31/2023
Kestra Private Wealth Services LLC39,037$4,572 12/31/2023
     IEI39,037$4,572 12/31/2023
TrinityPoint Wealth LLC37,721$4,418 12/31/2023
     IEI37,721$4,418 12/31/2023
Acropolis Investment Management LLC37,631$4,358 03/31/2024
     IEI37,631$4,358 03/31/2024
HC Advisors LLC36,905$4,323 12/31/2023
     IEI36,905$4,323 12/31/2023
Captrust Financial Advisors36,665$4,295 12/31/2023
     IEI36,665$4,295 12/31/2023
Dock Street Asset Management Inc.36,193$4,239 12/31/2023
     IEI36,193$4,239 12/31/2023
Fifth Third Securities Inc.36,557$4,234 03/31/2024
     IEI36,557$4,234 03/31/2024
Nations Financial Group Inc. IA ADV36,409$4,217 03/31/2024
     IEI36,409$4,217 03/31/2024
Sfmg LLC35,624$4,173 12/31/2023
     IEI35,624$4,173 12/31/2023
Jump Financial LLC35,189$4,122 12/31/2023
     IEI35,189$4,122 12/31/2023
Transcend Wealth Collective LLC34,682$4,062 12/31/2023
     IEI34,682$4,062 12/31/2023
Proequities Inc.34,310$4,019 12/31/2023
     IEI34,310$4,019 12/31/2023
Pacific Wealth Management34,106$3,995 03/31/2024
     IEI34,106$3,995 03/31/2024
Pinnacle Associates Ltd.33,702$3,947 12/31/2023
     IEI33,702$3,947 12/31/2023
Proathlete Wealth Management LLC33,531$3,928 12/31/2023
     IEI33,531$3,928 12/31/2023
Private Advisor Group LLC32,576$3,816 12/31/2023
     IEI32,576$3,816 12/31/2023
D.A. Davidson & CO.32,549$3,812 12/31/2023
     IEI32,549$3,812 12/31/2023
Cetera Advisor Networks LLC32,431$3,799 12/31/2023
     IEI32,431$3,799 12/31/2023
ETF Store Inc.31,976$3,745 12/31/2023
     IEI31,976$3,745 12/31/2023
Community Trust & Investment Co.31,888$3,735 12/31/2023
     IEI31,888$3,735 12/31/2023
Resources Investment Advisors LLC.31,782$3,723 12/31/2023
     IEI31,782$3,723 12/31/2023
Crabel Capital Management LLC31,500$3,690 12/31/2023
     IEI31,500$3,690 12/31/2023
Oliver Lagore Vanvalin Investment Group31,489$3,688 12/31/2023
     IEI31,489$3,688 12/31/2023
Warren Averett Asset Management LLC31,162$3,650 12/31/2023
     IEI31,162$3,650 12/31/2023
SCS Capital Management LLC30,966$3,627 12/31/2023
     IEI30,966$3,627 12/31/2023
Fifth Third Bancorp31,254$3,620 03/31/2024
     IEI31,254$3,620 03/31/2024
New Potomac Partners LLC30,529$3,576 12/31/2023
     IEI30,529$3,576 12/31/2023
Benjamin Edwards Inc.30,396$3,560 12/31/2023
     IEI30,396$3,560 12/31/2023
Sykon Capital LLC30,336$3,553 12/31/2023
     IEI30,336$3,553 12/31/2023
Mather Group LLC.30,161$3,533 03/31/2024
     IEI30,161$3,533 03/31/2024
Regions Financial Corp30,184$3,496 03/31/2024
     IEI30,184$3,496 03/31/2024
Baird Financial Group Inc.29,784$3,489 12/31/2023
     IEI29,784$3,489 12/31/2023
Mount Lucas Management LP29,779$3,488 12/31/2023
     IEI29,779$3,488 12/31/2023
Mercer Global Advisors Inc. ADV29,307$3,433 12/31/2023
     IEI29,307$3,433 12/31/2023
Pinnacle Wealth Management Advisory Group LLC29,264$3,428 12/31/2023
     IEI29,264$3,428 12/31/2023
WNY Asset Management LLC29,174$3,417 12/31/2023
     IEI29,174$3,417 12/31/2023
TPG Financial Advisors LLC28,596$3,335 12/31/2023
     IEI28,596$3,335 12/31/2023
Ritholtz Wealth Management28,637$3,316 03/31/2024
     IEI28,637$3,316 03/31/2024
Putnam FL Investment Management Co.28,161$3,298 12/31/2023
     IEI28,161$3,298 12/31/2023
Dynamic Advisor Solutions LLC28,433$3,293 03/31/2024
     IEI28,433$3,293 03/31/2024
Allworth Financial LP28,391$3,288 03/31/2024
     IEI28,391$3,288 03/31/2024
Avantax Advisory Services Inc.27,132$3,178 12/31/2023
     IEI27,132$3,178 12/31/2023
Wrapmanager Inc.26,711$3,129 12/31/2023
     IEI26,711$3,129 12/31/2023
Centennial Wealth Advisory LLC26,742$3,097 03/31/2024
     IEI26,742$3,097 03/31/2024
Ascent Group LLC26,221$3,041 12/31/2023
     IEI26,221$3,041 12/31/2023
Axxcess Wealth Management LLC25,843$3,027 12/31/2023
     IEI25,843$3,027 12/31/2023
Camden National Bank25,714$3,012 12/31/2023
     IEI25,714$3,012 12/31/2023
Israel Discount Bank of New York25,290$2,962 12/31/2023
     IEI25,290$2,962 12/31/2023
Bank Hapoalim BM25,261$2,959 12/31/2023
     IEI25,261$2,959 12/31/2023
Values First Advisors Inc.25,314$2,932 03/31/2024
     IEI25,314$2,932 03/31/2024
Midwest Professional Planners LTD.25,009$2,929 12/31/2023
     IEI25,009$2,929 12/31/2023
Oarsman Capital Inc.24,779$2,902 12/31/2023
     IEI24,779$2,902 12/31/2023
Divergent Wealth Advisors LLC24,692$2,892 12/31/2023
     IEI24,692$2,892 12/31/2023
Elevated Capital Advisors LLC24,387$2,824 03/31/2024
     IEI24,387$2,824 03/31/2024
Daymark Wealth Partners LLC23,780$2,754 03/31/2024
     IEI23,780$2,754 03/31/2024
Fortune Financial Advisors LLC23,497$2,721 03/31/2024
     IEI23,497$2,721 03/31/2024
Summit Financial Group Inc.23,119$2,677 03/31/2024
     IEI23,119$2,677 03/31/2024
Bangor Savings Bank22,865$2,648 03/31/2024
     IEI22,865$2,648 03/31/2024
Equitable Holdings Inc.21,865$2,561 12/31/2023
     IEI21,865$2,561 12/31/2023
Robinson Value Management Ltd.21,955$2,543 03/31/2024
     IEI21,955$2,543 03/31/2024
BNP Paribas Arbitrage SA21,396$2,506 12/31/2023
     IEI21,396$2,506 12/31/2023
Flow Traders U.S. LLC20,901$2,448 12/31/2023
     IEI20,901$2,448 12/31/2023
Wsfs Capital Management LLC20,775$2,433 12/31/2023
     IEI20,775$2,433 12/31/2023
Vernal Point Advisors LLC20,710$2,426 12/31/2023
     IEI20,710$2,426 12/31/2023
TFB Advisors LLC20,524$2,404 12/31/2023
     IEI20,524$2,404 12/31/2023
PFG Advisors20,160$2,361 12/31/2023
     IEI20,160$2,361 12/31/2023
Citigroup Inc.20,150$2,360 12/31/2023
     IEI20,150$2,360 12/31/2023
Carnegie Capital Asset Management LLC19,910$2,332 12/31/2023
     IEI19,910$2,332 12/31/2023
Benjamin F. Edwards & Company Inc.19,680$2,305 12/31/2023
     IEI19,680$2,305 12/31/2023
Whittier Trust Co.19,666$2,303 12/31/2023
     IEI19,666$2,303 12/31/2023
Blue Fin Capital Inc.19,653$2,302 12/31/2023
     IEI19,653$2,302 12/31/2023
IPG Investment Advisors LLC19,590$2,295 12/31/2023
     IEI19,590$2,295 12/31/2023
Prudential PLC19,481$2,282 12/31/2023
     IEI19,481$2,282 12/31/2023
Blueprint Investment Partners LLC19,371$2,269 12/31/2023
     IEI19,371$2,269 12/31/2023
MA Private Wealth19,356$2,267 12/31/2023
     IEI19,356$2,267 12/31/2023
Meridian Wealth Management LLC19,446$2,252 03/31/2024
     IEI19,446$2,252 03/31/2024
Sontag Advisory LLC18,848$2,208 12/31/2023
     IEI18,848$2,208 12/31/2023
Fiduciary Trust Co.18,646$2,184 12/31/2023
     IEI18,646$2,184 12/31/2023
Parker Financial LLC18,725$2,169 03/31/2024
     IEI18,725$2,169 03/31/2024
Financial Counselors Inc.18,435$2,159 12/31/2023
     IEI18,435$2,159 12/31/2023
Resonant Capital Advisors LLC18,225$2,135 12/31/2023
     IEI18,225$2,135 12/31/2023
Raymond James Trust N.A.18,408$2,132 03/31/2024
     IEI18,408$2,132 03/31/2024
Cetera Advisors LLC17,993$2,108 12/31/2023
     IEI17,993$2,108 12/31/2023
Wolverine Trading LLC $2,077 12/31/2023
     Call26,500$3,104 12/31/2023
     Put11,600$1,359 12/31/2023
     IEI2,835$332 12/31/2023
Wealthsource Partners LLC17,690$2,072 12/31/2023
     IEI17,690$2,072 12/31/2023
Legacy Private Trust Co.17,794$2,061 03/31/2024
     IEI17,794$2,061 03/31/2024
IFP Advisors Inc17,596$2,061 12/31/2023
     IEI17,596$2,061 12/31/2023
Edge Wealth Management LLC17,463$2,022 03/31/2024
     IEI17,463$2,022 03/31/2024
Interactive Financial Advisors16,892$1,979 12/31/2023
     IEI16,892$1,979 12/31/2023
Cherrydale Wealth Management LLC16,844$1,951 03/31/2024
     IEI16,844$1,951 03/31/2024
One Charles Private Wealth Services LLC16,619$1,947 12/31/2023
     IEI16,619$1,947 12/31/2023
Kingsview Wealth Management LLC16,333$1,913 12/31/2023
     IEI16,333$1,913 12/31/2023
Twele Capital Management Inc.16,402$1,900 03/31/2024
     IEI16,402$1,900 03/31/2024
Lake Hills Wealth Management LLC16,347$1,893 03/31/2024
     IEI16,347$1,893 03/31/2024
Titleist Asset Management LLC15,914$1,864 12/31/2023
     IEI15,914$1,864 12/31/2023
STA Wealth Management LLC15,736$1,843 12/31/2023
     IEI15,736$1,843 12/31/2023
Aua Capital Management LLC15,858$1,837 03/31/2024
     IEI15,858$1,837 03/31/2024
Regatta Capital Group LLC15,863$1,837 03/31/2024
     IEI15,863$1,837 03/31/2024
Magnus Financial Group LLC15,481$1,813 12/31/2023
     IEI15,481$1,813 12/31/2023
Strategic Investment Advisors MI15,423$1,786 03/31/2024
     IEI15,423$1,786 03/31/2024
Proffitt & Goodson Inc.15,281$1,770 03/31/2024
     IEI15,281$1,770 03/31/2024
Penobscot Investment Management Company Inc.15,010$1,758 12/31/2023
     IEI15,010$1,758 12/31/2023
Cowen AND Company LLC15,000$1,757 12/31/2023
     IEI15,000$1,757 12/31/2023
LFA Lugano Financial Advisors SA14,861$1,741 12/31/2023
     IEI14,861$1,741 12/31/2023
Stephens Inc. AR14,849$1,739 12/31/2023
     IEI14,849$1,739 12/31/2023
Sinecera Capital LLC14,619$1,736 03/31/2024
     IEI14,619$1,736 03/31/2024
TAP Consulting LLC14,865$1,722 03/31/2024
     IEI14,865$1,722 03/31/2024
FFT Wealth Management LLC14,378$1,684 12/31/2023
     IEI14,378$1,684 12/31/2023
LGL Partners LLC14,378$1,684 12/31/2023
     IEI14,378$1,684 12/31/2023
EFG Asset Management Americas Corp.14,504$1,680 03/31/2024
     IEI14,504$1,680 03/31/2024
Spire Wealth Management14,378$1,665 03/31/2024
     IEI14,378$1,665 03/31/2024
Goldman Sachs Group Inc.14,013$1,641 12/31/2023
     IEI14,013$1,641 12/31/2023
Jmac Enterprises LLC13,553$1,587 12/31/2023
     IEI13,553$1,587 12/31/2023
Aveo Capital Partners LLC12,824$1,502 12/31/2023
     IEI12,824$1,502 12/31/2023
We Are One Seven LLC12,777$1,497 12/31/2023
     IEI12,777$1,497 12/31/2023
Brookstone Capital Management12,736$1,475 03/31/2024
     IEI12,736$1,475 03/31/2024
Moulton Wealth Management Inc.12,529$1,451 03/31/2024
     IEI12,529$1,451 03/31/2024
Great Lakes Retirement Inc.12,196$1,429 12/31/2023
     IEI12,196$1,429 12/31/2023
Oppenheimer & Co. Inc.12,159$1,424 12/31/2023
     IEI12,159$1,424 12/31/2023
Financiere des Professionnels Fonds d investissement inc.12,000$1,390 03/31/2024
     IEI12,000$1,390 03/31/2024
Commerce Bank11,832$1,386 12/31/2023
     IEI11,832$1,386 12/31/2023
Warner Financial Inc.11,455$1,327 03/31/2024
     IEI11,455$1,327 03/31/2024
Park Avenue Securities LLC11,350$1,314 03/31/2024
     IEI11,350$1,314 03/31/2024
Upper Left Wealth Management LLC11,136$1,290 03/31/2024
     IEI11,136$1,290 03/31/2024
Edgestream Partners L.P.10,909$1,278 12/31/2023
     IEI10,909$1,278 12/31/2023
HCR Wealth Advisors10,550$1,236 12/31/2023
     IEI10,550$1,236 12/31/2023
Martin Capital Partners LLC10,629$1,231 03/31/2024
     IEI10,629$1,231 03/31/2024
UBS Asset Management Americas Inc.10,484$1,228 12/31/2023
     IEI10,484$1,228 12/31/2023
Becker Capital Management Inc.10,400$1,218 12/31/2023
     IEI10,400$1,218 12/31/2023
Vontobel Holding Ltd.10,222$1,197 12/31/2023
     IEI10,222$1,197 12/31/2023
D L Carlson Investment Group Inc.10,284$1,189 12/31/2023
     IEI10,284$1,189 12/31/2023
Massmutual Trust Co. FSB ADV10,223$1,184 03/31/2024
     IEI10,223$1,184 03/31/2024
Pacific Financial Group Inc.10,037$1,176 12/31/2023
     IEI10,037$1,176 12/31/2023
J. W. Coons Advisors LLC9,990$1,170 12/31/2023
     IEI9,990$1,170 12/31/2023
BancorpSouth Bank9,893$1,159 12/31/2023
     IEI9,893$1,159 12/31/2023
Northwest Wealth Management LLC9,738$1,141 12/31/2023
     IEI9,738$1,141 12/31/2023
Park Edge Advisors LLC9,514$1,102 03/31/2024
     IEI9,514$1,102 03/31/2024
GenWealth Group Inc.9,473$1,097 03/31/2024
     IEI9,473$1,097 03/31/2024
Forefront Analytics LLC9,306$1,090 12/31/2023
     IEI9,306$1,090 12/31/2023
Peoples Bank OH9,256$1,084 12/31/2023
     IEI9,256$1,084 12/31/2023
UMB Bank N A MO9,200$1,078 12/31/2023
     IEI9,200$1,078 12/31/2023
New Century Financial Group LLC9,269$1,073 03/31/2024
     IEI9,269$1,073 03/31/2024
NBT Bank N A NY9,230$1,069 03/31/2024
     IEI9,230$1,069 03/31/2024
NorthRock Partners LLC9,125$1,069 12/31/2023
     IEI9,125$1,069 12/31/2023
Lido Advisors LLC9,001$1,054 12/31/2023
     IEI9,001$1,054 12/31/2023
Horan Securities Inc.8,923$1,045 12/31/2023
     IEI8,923$1,045 12/31/2023
Simplicity Wealth LLC8,924$1,034 03/31/2024
     IEI8,924$1,034 03/31/2024
HBW Advisory Services LLC8,722$1,022 03/31/2024
     IEI8,722$1,022 03/31/2024
Eagle Strategies LLC8,701$1,008 03/31/2024
     IEI8,701$1,008 03/31/2024
Whalen Wealth Management Inc.8,693$1,007 03/31/2024
     IEI8,693$1,007 03/31/2024
Concurrent Investment Advisors LLC8,500$996 12/31/2023
     IEI8,500$996 12/31/2023
Wiley BROS. Aintree Capital LLC8,542$989 03/31/2024
     IEI8,542$989 03/31/2024
Riggs Asset Managment Co. Inc.8,417$986 12/31/2023
     IEI8,417$986 12/31/2023
Cary Street Partners Investment Advisory LLC8,421$986 12/31/2023
     IEI8,421$986 12/31/2023
BOKF NA8,365$980 12/31/2023
     IEI8,365$980 12/31/2023
Stratos Wealth Partners LTD.8,442$978 03/31/2024
     IEI8,442$978 03/31/2024
Donald L. Hagan LLC8,302$961 03/31/2024
     IEI8,302$961 03/31/2024
JPL Wealth Management LLC8,155$955 12/31/2023
     IEI8,155$955 12/31/2023
Country Club Bank GFN8,044$932 03/31/2024
     IEI8,044$932 03/31/2024
Blair William & Co. IL7,911$927 12/31/2023
     IEI7,911$927 12/31/2023
Oxbow Advisors LLC7,900$925 12/31/2023
     IEI7,900$925 12/31/2023
TBH Global Asset Management LLC7,888$924 12/31/2023
     IEI7,888$924 12/31/2023
Crestwood Advisors Group LLC7,756$908 12/31/2023
     IEI7,756$908 12/31/2023
West Paces Advisors Inc.7,819$906 03/31/2024
     IEI7,819$906 03/31/2024
Ogorek Anthony Joseph NY ADV7,717$903 12/31/2023
     IEI7,717$903 12/31/2023
Ethos Financial Group LLC7,655$897 12/31/2023
     IEI7,655$897 12/31/2023
Alhambra Investment Partners LLC7,602$880 03/31/2024
     IEI7,602$880 03/31/2024
Wunderlich Capital Managemnt7,505$879 12/31/2023
     IEI7,505$879 12/31/2023
Searle & CO.7,500$878 12/31/2023
     IEI7,500$878 12/31/2023
RSM US Wealth Management LLC7,489$877 12/31/2023
     IEI7,489$877 12/31/2023
Wealthfront Advisers LLC7,492$868 03/31/2024
     IEI7,492$868 03/31/2024
Lazard Asset Management LLC7,343$860 12/31/2023
     IEI7,343$860 12/31/2023
Columbus Macro LLC7,417$859 03/31/2024
     IEI7,417$859 03/31/2024
MorganRosel Wealth Management LLC7,378$854 03/31/2024
     IEI7,378$854 03/31/2024
Ambassador Advisors LLC7,167$831 12/31/2023
     IEI7,167$831 12/31/2023
Integrated Wealth Concepts LLC7,014$822 12/31/2023
     IEI7,014$822 12/31/2023
IHT Wealth Management LLC6,943$813 12/31/2023
     IEI6,943$813 12/31/2023
Money Concepts Capital Corp6,908$809 12/31/2023
     IEI6,908$809 12/31/2023
MBA Advisors LLC6,906$809 12/31/2023
     IEI6,906$809 12/31/2023
Apollon Wealth Management LLC6,892$807 12/31/2023
     IEI6,892$807 12/31/2023
Noble Family Wealth LLC6,960$806 03/31/2024
     IEI6,960$806 03/31/2024
Global Retirement Partners LLC6,930$803 03/31/2024
     IEI6,930$803 03/31/2024
Fluent Financial LLC6,859$794 03/31/2024
     IEI6,859$794 03/31/2024
AlTi Global Inc.6,734$789 12/31/2023
     IEI6,734$789 12/31/2023
Woodward Diversified Capital LLC6,719$787 12/31/2023
     IEI6,719$787 12/31/2023
BSW Wealth Partners6,621$767 03/31/2024
     IEI6,621$767 03/31/2024
Meitav Dash Investments Ltd.6,477$758 12/31/2023
     IEI6,477$758 12/31/2023
Fortis Group Advisors LLC6,412$754 12/31/2023
     IEI6,412$754 12/31/2023
IFG Advisory LLC6,386$748 12/31/2023
     IEI6,386$748 12/31/2023
Mutual Advisors LLC6,173$723 12/31/2023
     IEI6,173$723 12/31/2023
B.O.S.S. Retirement Advisors LLC6,077$712 12/31/2023
     IEI6,077$712 12/31/2023
Empower Advisory Group LLC5,992$702 12/31/2023
     IEI5,992$702 12/31/2023
Cornerstone Wealth Group LLC6,029$698 03/31/2024
     IEI6,029$698 03/31/2024
American National Bank & Trust Co. VA5,995$694 03/31/2024
     IEI5,995$694 03/31/2024
Rockland Trust Co.5,904$684 03/31/2024
     IEI5,904$684 03/31/2024
Dana Investment Advisors Inc.5,793$679 12/31/2023
     IEI5,793$679 12/31/2023
S. R. Schill & Associates5,778$669 03/31/2024
     IEI5,778$669 03/31/2024
ERTS Wealth Advisors LLC5,662$656 03/31/2024
     IEI5,662$656 03/31/2024
All Season Financial Advisors Inc.5,641$653 03/31/2024
     IEI5,641$653 03/31/2024
Banque Pictet & Cie SA5,570$652 12/31/2023
     IEI5,570$652 12/31/2023
Argent Advisors Inc.5,545$649 12/31/2023
     IEI5,545$649 12/31/2023
Alesco Advisors LLC5,375$630 12/31/2023
     IEI5,375$630 12/31/2023
Summa Corp.5,370$622 03/31/2024
     IEI5,370$622 03/31/2024
Fiduciary Alliance LLC5,388$619 03/31/2024
     IEI5,388$619 03/31/2024
Bfsg LLC5,247$608 03/31/2024
     IEI5,247$608 03/31/2024
Betterment LLC5,137$602 12/31/2023
     IEI5,137$602 12/31/2023
Advisory Services Network LLC5,129$601 12/31/2023
     IEI5,129$601 12/31/2023
EverSource Wealth Advisors LLC5,129$601 12/31/2023
     IEI5,129$601 12/31/2023
Pine Valley Investments Ltd Liability Co5,128$601 12/31/2023
     IEI5,128$601 12/31/2023
Migdal Insurance & Financial Holdings Ltd.5,112$599 12/31/2023
     IEI5,112$599 12/31/2023
Brighton Jones LLC5,069$594 12/31/2023
     IEI5,069$594 12/31/2023
CWA Asset Management Group LLC5,063$593 12/31/2023
     IEI5,063$593 12/31/2023
Channel Wealth LLC5,112$592 03/31/2024
     IEI5,112$592 03/31/2024
Omega Financial Group LLC5,087$589 03/31/2024
     IEI5,087$589 03/31/2024
Savant Capital LLC4,999$585 12/31/2023
     IEI4,999$585 12/31/2023
Capital Asset Advisory Services LLC5,076$583 03/31/2024
     IEI5,076$583 03/31/2024
Element Wealth LLC4,972$582 12/31/2023
     IEI4,972$582 12/31/2023
Prime Capital Investment Advisors LLC4,920$576 12/31/2023
     IEI4,920$576 12/31/2023
SevenBridge Financial Group LLC4,892$573 12/31/2023
     IEI4,892$573 12/31/2023
Telemus Capital LLC4,882$572 12/31/2023
     IEI4,882$572 12/31/2023
Park Place Capital Corp4,920$570 03/31/2024
     IEI4,920$570 03/31/2024
Guerra Pan Advisors LLC4,853$568 12/31/2023
     IEI4,853$568 12/31/2023
Prospera Financial Services Inc4,830$566 12/31/2023
     IEI4,830$566 12/31/2023
PFG Investments LLC4,875$565 03/31/2024
     IEI4,875$565 03/31/2024
Center For Asset Management LLC4,869$564 03/31/2024
     IEI4,869$564 03/31/2024
JMG Financial Group Ltd.4,726$554 12/31/2023
     IEI4,726$554 12/31/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management4,633$543 12/31/2023
     IEI4,633$543 12/31/2023
Ameritas Advisory Services LLC4,533$530 12/31/2023
     IEI4,533$530 12/31/2023
Midland Wealth Advisors LLC4,513$529 12/31/2023
     IEI4,513$529 12/31/2023
Stephens Group Asset Management LLC4,541$526 03/31/2024
     IEI4,541$526 03/31/2024
RMR Wealth Builders4,500$521 03/31/2024
     IEI4,500$521 03/31/2024
MAS Advisors LLC4,445$521 12/31/2023
     IEI4,445$521 12/31/2023
Walkner Condon Financial Advisors LLC4,487$520 03/31/2024
     IEI4,487$520 03/31/2024
Congress Wealth Management LLC DE 4,444$515 03/31/2024
     IEI4,444$515 03/31/2024
Cooper Financial Group4,430$513 03/31/2024
     IEI4,430$513 03/31/2024
Kathleen S. Wright Associates Inc.4,394$509 03/31/2024
     IEI4,394$509 03/31/2024
Deutsche Bank AG4,345$509 12/31/2023
     IEI4,345$509 12/31/2023
Jacobi Capital Management LLC4,141$485 12/31/2023
     IEI4,141$485 12/31/2023
Merit Financial Group LLC4,133$484 12/31/2023
     IEI4,133$484 12/31/2023
Jackson Thornton Asset Management LLC4,088$479 12/31/2023
     IEI4,088$479 12/31/2023
PrairieView Partners LLC3,973$465 12/31/2023
     IEI3,973$465 12/31/2023
Renasant Bank3,921$459 12/31/2023
     IEI3,921$459 12/31/2023
Connecticut Wealth Management LLC3,900$457 12/31/2023
     IEI3,900$457 12/31/2023
Regal Investment Advisors LLC3,862$452 12/31/2023
     IEI3,862$452 12/31/2023
Scotia Capital Inc.3,854$451 12/31/2023
     IEI3,854$451 12/31/2023
Iams Wealth Management LLC3,891$449 03/31/2024
     IEI3,891$449 03/31/2024
Idaho Trust Bank3,829$448 12/31/2023
     IEI3,829$448 12/31/2023
Schoolcraft Capital LLC3,849$446 03/31/2024
     IEI3,849$446 03/31/2024
Adams Wealth Management3,767$441 12/31/2023
     IEI3,767$441 12/31/2023
Belpointe Asset Management LLC3,728$437 12/31/2023
     IEI3,728$437 12/31/2023
MEMBERS Trust Co3,644$422 03/31/2024
     IEI3,644$422 03/31/2024
Valmark Advisers Inc.3,590$420 12/31/2023
     IEI3,590$420 12/31/2023
W.G. Shaheen & Associates DBA Whitney & Co3,583$420 12/31/2023
     IEI3,583$420 12/31/2023
Hallmark Capital Management Inc.3,580$419 12/31/2023
     IEI3,580$419 12/31/2023
Bigelow Investment Advisors LLC3,498$410 12/31/2023
     IEI3,498$410 12/31/2023
Continuum Advisory LLC3,502$410 12/31/2023
     IEI3,502$410 12/31/2023
Csenge Advisory Group3,459$405 12/31/2023
     IEI3,459$405 12/31/2023
Private Advisory Group LLC3,440$403 12/31/2023
     IEI3,440$403 12/31/2023
Bellecapital International Ltd.3,416$400 12/31/2023
     IEI3,416$400 12/31/2023
Vista Capital Partners Inc.3,391$397 12/31/2023
     IEI3,391$397 12/31/2023
Pacific Sage Partners LLC3,384$392 03/31/2024
     IEI3,384$392 03/31/2024
CPR Investments Inc.3,384$391 03/31/2024
     IEI3,384$391 03/31/2024
Charles Schwab Trust Co3,360$389 03/31/2024
     IEI3,360$389 03/31/2024
Sawtooth Solutions LLC3,292$386 12/31/2023
     IEI3,292$386 12/31/2023
Private Trust Co. NA3,326$385 03/31/2024
     IEI3,326$385 03/31/2024
Steward Partners Investment Advisory LLC3,279$384 12/31/2023
     IEI3,279$384 12/31/2023
AlphaCentric Advisors LLC3,242$375 03/31/2024
     IEI3,242$375 03/31/2024
Petra Financial Advisors Inc.3,206$371 03/31/2024
     IEI3,206$371 03/31/2024
Chemistry Wealth Management LLC3,150$365 03/31/2024
     IEI3,150$365 03/31/2024
Rede Wealth LLC3,111$364 12/31/2023
     IEI3,111$364 12/31/2023
Dfpg Investments LLC2,998$351 12/31/2023
     IEI2,998$351 12/31/2023
Morton Brown Family Wealth LLC3,015$349 03/31/2024
     IEI3,015$349 03/31/2024
Aries Wealth Management2,975$348 12/31/2023
     IEI2,975$348 12/31/2023
Acas LLC2,951$346 12/31/2023
     IEI2,951$346 12/31/2023
Flagship Private Wealth LLC2,934$344 12/31/2023
     IEI2,934$344 12/31/2023
Bank of Hawaii2,927$343 12/31/2023
     IEI2,927$343 12/31/2023
Western Wealth Management LLC2,926$343 12/31/2023
     IEI2,926$343 12/31/2023
Pathstone Holdings LLC2,929$343 12/31/2023
     IEI2,929$343 12/31/2023
AlphaMark Advisors LLC2,950$342 03/31/2024
     IEI2,950$342 03/31/2024
Principle Wealth Partners LLC2,906$337 03/31/2024
     IEI2,906$337 03/31/2024
Belvedere Trading LLC $337 12/31/2023
     IEI2,377$278 12/31/2023
     Call500$59 12/31/2023
Meeder Asset Management Inc.2,872$336 12/31/2023
     IEI2,872$336 12/31/2023
CIBC World Markets Inc.2,856$335 12/31/2023
     IEI2,856$335 12/31/2023
Whittier Trust Co. of Nevada Inc.2,842$333 12/31/2023
     IEI2,842$333 12/31/2023
Heritage Financial Services LLC2,844$333 12/31/2023
     IEI2,844$333 12/31/2023
Visionary Wealth Advisors2,810$329 12/31/2023
     IEI2,810$329 12/31/2023
Wealth Effects LLC2,785$323 03/31/2024
     IEI2,785$323 03/31/2024
Level Four Advisory Services LLC2,756$323 12/31/2023
     IEI2,756$323 12/31/2023
Fulton Breakefield Broenniman LLC2,689$315 12/31/2023
     IEI2,689$315 12/31/2023
Taddei Ludwig & Associates Inc.2,703$313 03/31/2024
     IEI2,703$313 03/31/2024
Peirce Capital Management LLC2,680$310 03/31/2024
     IEI2,680$310 03/31/2024
EP Wealth Advisors LLC2,642$309 12/31/2023
     IEI2,642$309 12/31/2023
Innealta Capital LLC2,636$309 12/31/2023
     IEI2,636$309 12/31/2023
Redhawk Wealth Advisors Inc.2,622$307 12/31/2023
     IEI2,622$307 12/31/2023
Unconventional Investor LLC2,611$306 12/31/2023
     IEI2,611$306 12/31/2023
Southeast Asset Advisors Inc.2,540$298 12/31/2023
     IEI2,540$298 12/31/2023
Busey Wealth Management2,565$297 03/31/2024
     IEI2,565$297 03/31/2024
REDW Wealth LLC2,538$297 12/31/2023
     IEI2,538$297 12/31/2023
Sigma Planning Corp2,501$293 12/31/2023
     IEI2,501$293 12/31/2023
Arete Wealth Advisors LLC2,438$286 12/31/2023
     IEI2,438$286 12/31/2023
SILVER OAK SECURITIES Inc2,412$283 12/31/2023
     IEI2,412$283 12/31/2023
E&G Advisors LP2,439$282 03/31/2024
     IEI2,439$282 03/31/2024
Legacy Capital Group California Inc.2,411$282 12/31/2023
     IEI2,411$282 12/31/2023
Townsquare Capital LLC2,403$281 12/31/2023
     IEI2,403$281 12/31/2023
Camden Capital LLC2,368$277 12/31/2023
     IEI2,368$277 12/31/2023
First United Bank Trust2,340$274 12/31/2023
     IEI2,340$274 12/31/2023
Royal Fund Management LLC2,359$273 03/31/2024
     IEI2,359$273 03/31/2024
Pioneer Wealth Management Group2,346$272 03/31/2024
     IEI2,346$272 03/31/2024
Wealthcare Advisory Partners LLC2,328$270 03/31/2024
     IEI2,328$270 03/31/2024
Hill Island Financial LLC2,302$270 12/31/2023
     IEI2,302$270 12/31/2023
Stanley Laman Group Ltd.2,324$269 03/31/2024
     IEI2,324$269 03/31/2024
TCG Advisory Services LLC2,267$266 12/31/2023
     IEI2,267$266 12/31/2023
Successful Portfolios LLC2,266$262 03/31/2024
     IEI2,266$262 03/31/2024
Ciovacco Capital Management LLC2,237$262 12/31/2023
     IEI2,237$262 12/31/2023
VCI Wealth Management LLC2,222$260 12/31/2023
     IEI2,222$260 12/31/2023
Significant Wealth Partners LLC2,150$252 12/31/2023
     IEI2,150$252 12/31/2023
Maia Wealth LLC2,148$252 12/31/2023
     IEI2,148$252 12/31/2023
Trustco Bank Corp N Y2,140$251 12/31/2023
     IEI2,140$251 12/31/2023
Stonebrook Private Inc.2,110$247 12/31/2023
     IEI2,110$247 12/31/2023
Foundations Investment Advisors LLC2,087$245 12/31/2023
     IEI2,087$245 12/31/2023
My Personal CFO LLC2,096$243 03/31/2024
     IEI2,096$243 03/31/2024
Napatree Capital LLC2,068$242 12/31/2023
     IEI2,068$242 12/31/2023
International Assets Investment Management LLC2,091$240 03/31/2024
     IEI2,091$240 03/31/2024
Tobias Financial Advisors Inc.2,037$239 12/31/2023
     IEI2,037$239 12/31/2023
Glenview Trust Co2,020$237 12/31/2023
     IEI2,020$237 12/31/2023
Signature Securities Group Corporation2,027$235 03/31/2024
     IEI2,027$235 03/31/2024
My Legacy Advisors LLC1,996$234 12/31/2023
     IEI1,996$234 12/31/2023
HBK Sorce Advisory LLC1,960$230 12/31/2023
     IEI1,960$230 12/31/2023
Principal Securities Inc.1,945$228 12/31/2023
     IEI1,945$228 12/31/2023
Verus Capital Partners LLC1,946$228 12/31/2023
     IEI1,946$228 12/31/2023
Flagstone Financial Management1,948$228 12/31/2023
     IEI1,948$228 12/31/2023
Wayfinding Financial LLC1,917$224 12/31/2023
     IEI1,917$224 12/31/2023
Perennial Investment Advisors LLC1,900$223 12/31/2023
     IEI1,900$223 12/31/2023
Arkadios Wealth Advisors1,868$219 12/31/2023
     IEI1,868$219 12/31/2023
KFG Wealth Management LLC1,880$218 03/31/2024
     IEI1,880$218 03/31/2024
Beacon Bridge Wealth Partners LLC1,862$218 12/31/2023
     IEI1,862$218 12/31/2023
Charter Trust Co.1,863$216 03/31/2024
     IEI1,863$216 03/31/2024
Main Street Financial Solutions LLC1,865$216 03/31/2024
     IEI1,865$216 03/31/2024
Concord Wealth Partners1,844$216 12/31/2023
     IEI1,844$216 12/31/2023
CVA Family Office LLC1,855$215 03/31/2024
     IEI1,855$215 03/31/2024
Confluence Wealth Services Inc.1,848$214 03/31/2024
     IEI1,848$214 03/31/2024
KC Investment Advisors LLC1,824$214 12/31/2023
     IEI1,824$214 12/31/2023
Wolf Group Capital Advisors1,843$213 03/31/2024
     IEI1,843$213 03/31/2024
Investors Research Corp1,809$212 12/31/2023
     IEI1,809$212 12/31/2023
Greenspring Advisors LLC1,823$211 03/31/2024
     IEI1,823$211 03/31/2024
Core Wealth Partners LLC1,813$210 03/31/2024
     IEI1,813$210 03/31/2024
CIBC Private Wealth Group LLC1,783$209 12/31/2023
     IEI1,783$209 12/31/2023
First Horizon Advisors Inc.1,780$209 12/31/2023
     IEI1,780$209 12/31/2023
Private Capital Management LLC1,800$208 03/31/2024
     IEI1,800$208 03/31/2024
Patriot Investment Management Inc.1,784$207 03/31/2024
     IEI1,784$207 03/31/2024
Evercore Wealth Management LLC1,760$206 12/31/2023
     IEI1,760$206 12/31/2023
Birchcreek Wealth Management LLC1,747$205 12/31/2023
     IEI1,747$205 12/31/2023
Stock Yards Bank & Trust Co.1,739$204 12/31/2023
     IEI1,739$204 12/31/2023
Caldwell Sutter Capital Inc.1,728$200 03/31/2024
     IEI1,728$200 03/31/2024
Psagot Value Holdings Ltd. Israel 1,696$199 12/31/2023
     IEI1,696$199 12/31/2023
Family Asset Management LLC1,677$196 12/31/2023
     IEI1,677$196 12/31/2023
Stelac Advisory Services LLC1,639$192 12/31/2023
     IEI1,639$192 12/31/2023
Centaurus Financial Inc.1,617$189 12/31/2023
     IEI1,617$189 12/31/2023
Harbour Investments Inc.1,608$188 12/31/2023
     IEI1,608$188 12/31/2023
Tsfg LLC1,549$179 03/31/2024
     IEI1,549$179 03/31/2024
Sandy Spring Bank1,339$157 12/31/2023
     IEI1,339$157 12/31/2023
Ameritas Investment Partners Inc.1,308$153 12/31/2023
     IEI1,308$153 12/31/2023
Roble Belko & Company Inc1,294$150 03/31/2024
     IEI1,294$150 03/31/2024
DT Investment Partners LLC1,170$137 12/31/2023
     IEI1,170$137 12/31/2023
Geneos Wealth Management Inc.1,149$135 12/31/2023
     IEI1,149$135 12/31/2023
Montag A & Associates Inc.1,065$125 12/31/2023
     IEI1,065$125 12/31/2023
Banque Cantonale Vaudoise1,042$121 03/31/2024
     IEI1,042$121 03/31/2024
Bartlett & Co. LLC988$116 12/31/2023
     IEI988$116 12/31/2023
Bartlett & CO. Wealth Management LLC988$116 12/31/2023
     IEI988$116 12/31/2023
ST Germain D J Co. Inc.985$114 03/31/2024
     IEI985$114 03/31/2024
Oak Harbor Wealth Partners LLC968$112 03/31/2024
     IEI968$112 03/31/2024
Elevate Wealth Advisory Inc.950$111 12/31/2023
     IEI950$111 12/31/2023
Costello Asset Management INC895$104 03/31/2024
     IEI895$104 03/31/2024
Hobbs Group Advisors LLC853$100 12/31/2023
     IEI853$100 12/31/2023
MCF Advisors LLC840$97 03/31/2024
     IEI840$97 03/31/2024
Creative Financial Designs Inc. ADV799$94 12/31/2023
     IEI799$94 12/31/2023
Rain Capital Management LLC792$93 12/31/2023
     IEI792$93 12/31/2023
Trust Co. of Vermont707$83 12/31/2023
     IEI707$83 12/31/2023
Cardiff Park Advisors LLC712$83 12/31/2023
     IEI712$83 12/31/2023
Indiana Trust & Investment Management CO710$82 03/31/2024
     IEI710$82 03/31/2024
Farther Finance Advisors LLC674$79 12/31/2023
     IEI674$79 12/31/2023
SRS Capital Advisors Inc.654$77 12/31/2023
     IEI654$77 12/31/2023
Northwest Capital Management Inc654$76 03/31/2024
     IEI654$76 03/31/2024
Sumitomo Mitsui Financial Group Inc.622$73 12/31/2023
     IEI622$73 12/31/2023
Parallel Advisors LLC619$73 12/31/2023
     IEI619$73 12/31/2023
Coppell Advisory Solutions LLC602$70 12/31/2023
     IEI602$70 12/31/2023
Perkins Coie Trust Co545$63 03/31/2024
     IEI545$63 03/31/2024
Cornerstone Planning Group LLC540$63 12/31/2023
     IEI540$63 12/31/2023
Ancora Advisors LLC525$61 12/31/2023
     IEI525$61 12/31/2023
TCTC Holdings LLC492$58 12/31/2023
     IEI492$58 12/31/2023
FinTrust Capital Advisors LLC481$56 12/31/2023
     IEI481$56 12/31/2023
Cedar Mountain Advisors LLC477$55 03/31/2024
     IEI477$55 03/31/2024
Wetzel Investment Advisors Inc.484$55 03/31/2024
     IEI484$55 03/31/2024
Y.D. More Investments Ltd450$53 12/31/2023
     IEI450$53 12/31/2023
NBC Securities Inc.425$49 03/31/2024
     IEI425$49 03/31/2024
Harbor Investment Advisory LLC424$49 03/31/2024
     IEI424$49 03/31/2024
Barrett & Company Inc.400$46 03/31/2024
     IEI400$46 03/31/2024
Private Ocean LLC379$44 03/31/2024
     IEI379$44 03/31/2024
Jones Financial Companies Lllp376$44 12/31/2023
     IEI376$44 12/31/2023
Nemes Rush Group LLC348$41 12/31/2023
     IEI348$41 12/31/2023
Central Bank & Trust Co.349$40 03/31/2024
     IEI349$40 03/31/2024
Cranbrook Wealth Management LLC341$39 03/31/2024
     IEI341$39 03/31/2024
Capital Analysts LLC309$36 12/31/2023
     IEI309$36 12/31/2023
Colonial Trust Co SC304$36 12/31/2023
     IEI304$36 12/31/2023
Salem Investment Counselors Inc.303$35 03/31/2024
     IEI303$35 03/31/2024
Pacifica Partners Inc.300$35 03/31/2024
     IEI300$35 03/31/2024
WealthShield Partners LLC297$35 12/31/2023
     IEI297$35 12/31/2023
Scarborough Advisors LLC277$32 12/31/2023
     IEI277$32 12/31/2023
TD Waterhouse Canada Inc.271$32 12/31/2023
     IEI271$32 12/31/2023
Kozak & Associates Inc.266$31 12/31/2023
     IEI266$31 12/31/2023
Howe & Rusling Inc.260$30 12/31/2023
     IEI260$30 12/31/2023
EPG Wealth Management LLC263$30 12/31/2023
     IEI263$30 12/31/2023
Winthrop Capital Management LLC238$28 12/31/2023
     IEI238$28 12/31/2023
Family Management Corp226$26 12/31/2023
     IEI226$26 12/31/2023
Tortoise Investment Management LLC220$26 12/31/2023
     IEI220$26 12/31/2023
Carmichael Hill & Associates Inc.218$25 03/31/2024
     IEI218$25 03/31/2024
Hexagon Capital Partners LLC219$25 03/31/2024
     IEI219$25 03/31/2024
Cullen Frost Bankers Inc.198$23 12/31/2023
     IEI198$23 12/31/2023
Bray Capital Advisors200$23 12/31/2023
     IEI200$23 12/31/2023
Godsey & Gibb Associates190$22 03/31/2024
     IEI190$22 03/31/2024
Tidemark LLC192$22 12/31/2023
     IEI192$22 12/31/2023
Caitlin John LLC179$21 12/31/2023
     IEI179$21 12/31/2023
Aptus Capital Advisors LLC167$20 12/31/2023
     IEI167$20 12/31/2023
Castleview Partners LLC168$20 12/31/2023
     IEI168$20 12/31/2023
Tyler Stone Wealth Management167$20 12/31/2023
     IEI167$20 12/31/2023
Tompkins Financial Corp157$18 03/31/2024
     IEI157$18 03/31/2024
Rosenberg Matthew Hamilton153$18 03/31/2024
     IEI153$18 03/31/2024
Townsend Asset Management Corp NC ADV150$18 12/31/2023
     IEI150$18 12/31/2023
AlphaCore Capital LLC155$18 12/31/2023
     IEI155$18 12/31/2023
Impact Partnership Wealth LLC153$18 12/31/2023
     IEI153$18 12/31/2023
Coastal Investment Advisors Inc.143$17 03/31/2024
     IEI143$17 03/31/2024
Koesten Hirschmann & Crabtree INC.144$17 12/31/2023
     IEI144$17 12/31/2023
Bank of New Hampshire134$16 03/31/2024
     IEI134$16 03/31/2024
Versant Capital Management Inc131$15 03/31/2024
     IEI131$15 03/31/2024
Coston McIsaac & Partners138$15 03/31/2024
     IEI138$15 03/31/2024
Parkside Financial Bank & Trust128$15 12/31/2023
     IEI128$15 12/31/2023
Team Financial Group LLC124$14 12/31/2023
     IEI124$14 12/31/2023
Guardian Wealth Advisors LLC NC119$14 12/31/2023
     IEI119$14 12/31/2023
Sound Income Strategies LLC115$13 03/31/2024
     IEI115$13 03/31/2024
Hazlett Burt & Watson Inc.111$13 12/31/2023
     IEI111$13 12/31/2023
Rice Partnership LLC108$13 12/31/2023
     IEI108$13 12/31/2023
Pineridge Advisors LLC110$13 12/31/2023
     IEI110$13 12/31/2023
Trivant Custom Portfolio Group LLC102$12 03/31/2024
     IEI102$12 03/31/2024
Fairfield Bush & CO.100$12 12/31/2023
     IEI100$12 12/31/2023
Jackson Hole Capital Partners LLC102$12 12/31/2023
     IEI102$12 12/31/2023
Planning Capital Management Corp100$12 12/31/2023
     IEI100$12 12/31/2023
Retirement Group LLC97$11 12/31/2023
     IEI97$11 12/31/2023
Baystate Wealth Management LLC82$10 12/31/2023
     IEI82$10 12/31/2023
BOK Financial Private Wealth Inc.74$9 12/31/2023
     IEI74$9 12/31/2023
Tower Research Capital LLC TRC 76$9 12/31/2023
     IEI76$9 12/31/2023
Cutler Group LP $8 03/31/2024
     Call2,600$8 03/31/2024
     Put800$0 03/31/2024
GAMMA Investing LLC69$8 03/31/2024
     IEI69$8 03/31/2024
Webster Bank N. A.60$7 03/31/2024
     IEI60$7 03/31/2024
Larson Financial Group LLC60$7 12/31/2023
     IEI60$7 12/31/2023
Armor Investment Advisors LLC54$6 03/31/2024
     IEI54$6 03/31/2024
Oxford Financial Group Ltd.47$6 12/31/2023
     IEI47$6 12/31/2023
Bogart Wealth LLC45$5 03/31/2024
     IEI45$5 03/31/2024
ICA Group Wealth Management LLC45$5 12/31/2023
     IEI45$5 12/31/2023
WASHINGTON TRUST Co34$4 03/31/2024
     IEI34$4 03/31/2024
Farmers & Merchants Investments Inc.34$4 03/31/2024
     IEI34$4 03/31/2024
First Manhattan Co.36$4 12/31/2023
     IEI36$4 12/31/2023
Archer Investment Corp34$4 12/31/2023
     IEI34$4 12/31/2023
Tucker Asset Management LLC33$4 12/31/2023
     IEI33$4 12/31/2023
Gradient Investments LLC24$3 03/31/2024
     IEI24$3 03/31/2024
Mine & Arao Wealth Creation & Management LLC.26$3 12/31/2023
     IEI26$3 12/31/2023
Venturi Wealth Management LLC17$2 03/31/2024
     IEI17$2 03/31/2024
Sachetta LLC17$2 12/31/2023
     IEI17$2 12/31/2023
Abich Financial Wealth Management LLC14$2 12/31/2023
     IEI14$2 12/31/2023
Sunbelt Securities Inc.6$1 03/31/2024
     IEI6$1 03/31/2024
Aspire Private Capital LLC8$1 03/31/2024
     IEI8$1 03/31/2024
PSI Advisors LLC7$1 03/31/2024
     IEI7$1 03/31/2024
WCM Investment Management LLC5$1 12/31/2023
     IEI5$1 12/31/2023
Horizon Investments LLC11$1 12/31/2023
     IEI11$1 12/31/2023
Beacon Capital Management LLC5$1 12/31/2023
     IEI5$1 12/31/2023
Able Wealth Management LLC6$1 12/31/2023
     IEI6$1 12/31/2023
Independence Bank of Kentucky3$0 03/31/2024
     IEI3$0 03/31/2024
First Command Advisory Services Inc.4$0 12/31/2023
     IEI4$0 12/31/2023
Centerpoint Advisors LLC2$0 12/31/2023
     IEI2$0 12/31/2023
Key Financial Inc3$0 12/31/2023
     IEI3$0 12/31/2023
Centiva Capital LP $-5,856 12/31/2023
     Put50,000$5,856 12/31/2023
EHP Funds Inc.3,800$-30,511 12/31/2023
     Put400,000$30,956 12/31/2023
     IEI3,800$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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