On this page, we present all of the funds holding IGSB from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IGSB, with a link to that fund's top holdings. The next columns indicate the amount of IGSB stock held by each of the funds holding IGSB, followed by the IGSB position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 894 funds holding IGSB within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Charles Schwab Investment Management Inc.. For more details on the positions held by Charles Schwab Investment Management Inc. (or by any of the other funds holding IGSB), click the fund name in the "Holder" column of the funds-holding-IGSB table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Charles Schwab Investment Management Inc. | 24,323,092 | $1,247,167 | 12/31/2023 |
IGSB | 24,323,092 | $1,247,167 | 12/31/2023 |
Northern Trust Corp | 18,721,646 | $959,952 | 12/31/2023 |
IGSB | 18,721,646 | $959,952 | 12/31/2023 |
Japan Science & Technology Agency | 15,409,088 | $790,101 | 12/31/2023 |
IGSB | 15,409,088 | $790,101 | 12/31/2023 |
FMR LLC | 13,167,043 | $675,140 | 12/31/2023 |
IGSB | 13,167,043 | $675,140 | 12/31/2023 |
Matson Money. Inc. | 13,041,274 | $668,757 | 12/31/2023 |
IGSB | 13,041,274 | $668,757 | 12/31/2023 |
NYL Investors LLC | 10,867,301 | $557,221 | 12/31/2023 |
IGSB | 10,867,301 | $557,221 | 12/31/2023 |
Johns Hopkins University | 9,822,884 | $503,668 | 12/31/2023 |
IGSB | 9,822,884 | $503,668 | 12/31/2023 |
Ameriprise Financial Inc. | 9,896,351 | $501,724 | 12/31/2023 |
IGSB | 9,896,351 | $501,724 | 12/31/2023 |
Morgan Stanley | 9,522,930 | $488,288 | 12/31/2023 |
IGSB | 9,522,930 | $488,288 | 12/31/2023 |
Goldman Sachs Group Inc. | 8,652,995 | $443,682 | 12/31/2023 |
IGSB | 8,652,995 | $443,682 | 12/31/2023 |
Bank of America Corp DE | 8,288,262 | $424,981 | 12/31/2023 |
IGSB | 8,288,262 | $424,981 | 12/31/2023 |
Dai Ichi Life Insurance Company Ltd | 8,165,000 | $418,660 | 12/31/2023 |
IGSB | 8,165,000 | $418,660 | 12/31/2023 |
BlackRock Inc. | 6,579,304 | $337,354 | 12/31/2023 |
IGSB | 6,579,304 | $337,354 | 12/31/2023 |
Allstate Corp | 5,530,549 | $283,579 | 12/31/2023 |
IGSB | 5,530,549 | $283,579 | 12/31/2023 |
Arch Capital Group Ltd. | 5,422,939 | $278,061 | 12/31/2023 |
IGSB | 5,422,939 | $278,061 | 12/31/2023 |
SPX Equities Gestao de Recursos Ltda | 4,950,070 | $253,815 | 12/31/2023 |
IGSB | 4,950,070 | $253,815 | 12/31/2023 |
UBS Group AG | 4,453,830 | $228,370 | 12/31/2023 |
IGSB | 4,453,830 | $228,370 | 12/31/2023 |
Royal Bank of Canada | 4,356,796 | $223,396 | 12/31/2023 |
IGSB | 4,356,796 | $223,396 | 12/31/2023 |
Envestnet Asset Management Inc. | 4,249,331 | $217,884 | 12/31/2023 |
IGSB | 4,249,331 | $217,884 | 12/31/2023 |
The PNC Financial Services Group Inc. | 3,643,099 | $186,800 | 12/31/2023 |
IGSB | 3,643,099 | $186,800 | 12/31/2023 |
Wells Fargo & Company MN | 3,431,733 | $175,962 | 12/31/2023 |
IGSB | 3,431,733 | $175,962 | 12/31/2023 |
JPMorgan Chase & Co. | 3,370,008 | $172,797 | 12/31/2023 |
IGSB | 3,370,008 | $172,797 | 12/31/2023 |
EP Wealth Advisors LLC | 2,807,661 | $143,963 | 12/31/2023 |
IGSB | 2,807,661 | $143,963 | 12/31/2023 |
Pure Financial Advisors Inc. | 2,685,186 | $137,696 | 03/31/2024 |
IGSB | 2,685,186 | $137,696 | 03/31/2024 |
Truist Financial Corp | 2,466,878 | $126,489 | 12/31/2023 |
IGSB | 2,466,878 | $126,489 | 12/31/2023 |
Commonwealth Equity Services LLC | 2,347,164 | $120,351 | 12/31/2023 |
IGSB | 2,347,164 | $120,351 | 12/31/2023 |
Raymond James & Associates | 2,304,268 | $118,163 | 03/31/2024 |
IGSB | 2,304,268 | $118,163 | 03/31/2024 |
Busey Wealth Management | 2,294,449 | $117,659 | 03/31/2024 |
IGSB | 2,294,449 | $117,659 | 03/31/2024 |
Stifel Financial Corp | 2,122,092 | $108,810 | 12/31/2023 |
IGSB | 2,122,092 | $108,810 | 12/31/2023 |
Captrust Financial Advisors | 2,007,308 | $102,925 | 12/31/2023 |
IGSB | 2,007,308 | $102,925 | 12/31/2023 |
Quotient Wealth Partners LLC | 1,916,115 | $98,249 | 12/31/2023 |
IGSB | 1,916,115 | $98,249 | 12/31/2023 |
MEMBERS Trust Co | 1,866,833 | $95,731 | 03/31/2024 |
IGSB | 1,866,833 | $95,731 | 03/31/2024 |
Haverford Trust Co. | 1,779,643 | $91,251 | 12/31/2023 |
IGSB | 1,779,643 | $91,251 | 12/31/2023 |
Keybank National Association OH | 1,546,871 | $79,316 | 12/31/2023 |
IGSB | 1,546,871 | $79,316 | 12/31/2023 |
One Capital Management LLC | 1,511,630 | $77,509 | 12/31/2023 |
IGSB | 1,511,630 | $77,509 | 12/31/2023 |
Sun Life Financial INC | 1,509,000 | $77,374 | 12/31/2023 |
IGSB | 1,509,000 | $77,374 | 12/31/2023 |
Putnam FL Investment Management Co. | 1,490,046 | $76,402 | 12/31/2023 |
IGSB | 1,490,046 | $76,402 | 12/31/2023 |
Fiduciary Trust Co. | 1,476,108 | $75,687 | 12/31/2023 |
IGSB | 1,476,108 | $75,687 | 12/31/2023 |
LPL Financial LLC | 1,341,700 | $68,796 | 12/31/2023 |
IGSB | 1,341,700 | $68,796 | 12/31/2023 |
Williams Jones Wealth Management LLC. | 1,220,166 | $62,564 | 12/31/2023 |
IGSB | 1,220,166 | $62,564 | 12/31/2023 |
Destination Wealth Management | 1,190,609 | $61,048 | 12/31/2023 |
IGSB | 1,190,609 | $61,048 | 12/31/2023 |
US Bancorp DE | 1,183,377 | $60,678 | 12/31/2023 |
IGSB | 1,183,377 | $60,678 | 12/31/2023 |
O Shaughnessy Asset Management LLC | 1,130,501 | $57,966 | 12/31/2023 |
IGSB | 1,130,501 | $57,966 | 12/31/2023 |
Point72 Asset Management L.P. | 1,125,000 | $57,684 | 12/31/2023 |
IGSB | 1,125,000 | $57,684 | 12/31/2023 |
Mariner LLC | 1,124,801 | $57,674 | 12/31/2023 |
IGSB | 1,124,801 | $57,674 | 12/31/2023 |
Assetmark Inc. | 1,118,614 | $57,357 | 12/31/2023 |
IGSB | 1,118,614 | $57,357 | 12/31/2023 |
Money Design Co. Ltd. | 1,067,528 | $54,743 | 03/31/2024 |
IGSB | 1,067,528 | $54,743 | 03/31/2024 |
Wealth Enhancement Advisory Services LLC | 1,051,932 | $53,943 | 03/31/2024 |
IGSB | 1,051,932 | $53,943 | 03/31/2024 |
Boston Financial Mangement LLC | 972,507 | $49,865 | 12/31/2023 |
IGSB | 972,507 | $49,865 | 12/31/2023 |
Renaissance Technologies LLC | 963,500 | $49,403 | 12/31/2023 |
IGSB | 963,500 | $49,403 | 12/31/2023 |
Clearwater Capital Advisors LLC | 934,108 | $47,896 | 12/31/2023 |
IGSB | 934,108 | $47,896 | 12/31/2023 |
Resource Consulting Group Inc. | 893,675 | $45,823 | 12/31/2023 |
IGSB | 893,675 | $45,823 | 12/31/2023 |
United Capital Financial Advisers LLC | 884,545 | $45,355 | 12/31/2023 |
IGSB | 884,545 | $45,355 | 12/31/2023 |
Arkansas Financial Group Inc. | 863,888 | $44,300 | 03/31/2024 |
IGSB | 863,888 | $44,300 | 03/31/2024 |
Klaas Financial Asset Advisors LLC | 833,670 | $42,751 | 03/31/2024 |
IGSB | 833,670 | $42,751 | 03/31/2024 |
Pathstone Holdings LLC | 814,090 | $41,742 | 12/31/2023 |
IGSB | 814,090 | $41,742 | 12/31/2023 |
Adroit Compliance LLC | 811,596 | $41,615 | 12/31/2023 |
IGSB | 811,596 | $41,615 | 12/31/2023 |
Stephens Inc. AR | 808,423 | $41,452 | 12/31/2023 |
IGSB | 808,423 | $41,452 | 12/31/2023 |
Bangor Savings Bank | 796,027 | $40,820 | 03/31/2024 |
IGSB | 796,027 | $40,820 | 03/31/2024 |
Sumitomo Mitsui Financial Group Inc. | 759,463 | $38,941 | 12/31/2023 |
IGSB | 759,463 | $38,941 | 12/31/2023 |
Bank of New York Mellon Corp | 739,039 | $37,898 | 03/31/2024 |
IGSB | 739,039 | $37,898 | 03/31/2024 |
Janney Montgomery Scott LLC | 737,395 | $37,810 | 12/31/2023 |
IGSB | 737,395 | $37,810 | 12/31/2023 |
SRS Capital Advisors Inc. | 720,086 | $36,922 | 12/31/2023 |
IGSB | 720,086 | $36,922 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 688,305 | $35,296 | 03/31/2024 |
IGSB | 688,305 | $35,296 | 03/31/2024 |
Zurich Insurance Group Ltd FI | 679,581 | $34,842 | 12/31/2023 |
IGSB | 679,581 | $34,842 | 12/31/2023 |
American Family Insurance Mutual Holding Co | 670,543 | $34,382 | 12/31/2023 |
IGSB | 670,543 | $34,382 | 12/31/2023 |
Colony Group LLC | 661,457 | $33,920 | 12/31/2023 |
IGSB | 661,457 | $33,920 | 12/31/2023 |
D. E. Shaw & Co. Inc. | 638,300 | $32,729 | 12/31/2023 |
IGSB | 638,300 | $32,729 | 12/31/2023 |
AE Wealth Management LLC | 625,576 | $32,080 | 12/31/2023 |
IGSB | 625,576 | $32,080 | 12/31/2023 |
Cutler Investment Counsel LLC | 623,017 | $31,945 | 12/31/2023 |
IGSB | 623,017 | $31,945 | 12/31/2023 |
Greenwood Gearhart Inc. | 621,877 | $31,887 | 12/31/2023 |
IGSB | 621,877 | $31,887 | 12/31/2023 |
Parkside Investments LLC | 604,735 | $31,011 | 03/31/2024 |
IGSB | 604,735 | $31,011 | 03/31/2024 |
Connectus Wealth LLC | 595,416 | $30,564 | 12/31/2023 |
IGSB | 595,416 | $30,564 | 12/31/2023 |
Advisor Group Holdings Inc. | 589,455 | $30,226 | 12/31/2023 |
IGSB | 589,455 | $30,226 | 12/31/2023 |
NewSquare Capital LLC | 582,777 | $29,882 | 12/31/2023 |
IGSB | 582,777 | $29,882 | 12/31/2023 |
HighTower Advisors LLC | 576,823 | $29,569 | 12/31/2023 |
IGSB | 576,823 | $29,569 | 12/31/2023 |
Relative Value Partners Group LLC | 555,718 | $28,494 | 12/31/2023 |
IGSB | 555,718 | $28,494 | 12/31/2023 |
Sumitomo Mitsui Trust Holdings Inc. | 543,497 | $27,871 | 03/31/2024 |
IGSB | 543,497 | $27,871 | 03/31/2024 |
1832 Asset Management L.P. | 540,052 | $27,691 | 12/31/2023 |
IGSB | 540,052 | $27,691 | 12/31/2023 |
Prudential Financial Inc. | 524,352 | $26,886 | 12/31/2023 |
IGSB | 524,352 | $26,886 | 12/31/2023 |
Stephens Group Asset Management LLC | 523,149 | $26,827 | 03/31/2024 |
IGSB | 523,149 | $26,827 | 03/31/2024 |
Obermeyer Wood Investment Counsel Lllp | 514,790 | $26,396 | 12/31/2023 |
IGSB | 514,790 | $26,396 | 12/31/2023 |
Stockman Wealth Management Inc. | 505,663 | $25,930 | 03/31/2024 |
IGSB | 505,663 | $25,930 | 03/31/2024 |
PDS Planning Inc | 504,501 | $25,868 | 12/31/2023 |
IGSB | 504,501 | $25,868 | 12/31/2023 |
Lutz Financial Services LLC | 498,594 | $25,565 | 12/31/2023 |
IGSB | 498,594 | $25,565 | 12/31/2023 |
Ritholtz Wealth Management | 498,054 | $25,540 | 03/31/2024 |
IGSB | 498,054 | $25,540 | 03/31/2024 |
Atwood & Palmer Inc. | 479,590 | $24,593 | 03/31/2024 |
IGSB | 479,590 | $24,593 | 03/31/2024 |
Lazard Asset Management LLC | 472,527 | $24,228 | 12/31/2023 |
IGSB | 472,527 | $24,228 | 12/31/2023 |
United Bank | 469,788 | $24,088 | 12/31/2023 |
IGSB | 469,788 | $24,088 | 12/31/2023 |
Bartlett & Co. LLC | 466,308 | $23,898 | 12/31/2023 |
IGSB | 466,308 | $23,898 | 12/31/2023 |
Bartlett & CO. Wealth Management LLC | 466,308 | $23,898 | 12/31/2023 |
IGSB | 466,308 | $23,898 | 12/31/2023 |
Fiduciary Group LLC | 460,104 | $23,592 | 12/31/2023 |
IGSB | 460,104 | $23,592 | 12/31/2023 |
McKinley Carter Wealth Services Inc. | 452,204 | $23,189 | 03/31/2024 |
IGSB | 452,204 | $23,189 | 03/31/2024 |
Gilbert & Cook Inc. | 439,059 | $22,513 | 12/31/2023 |
IGSB | 439,059 | $22,513 | 12/31/2023 |
DDFG Inc | 438,113 | $22,464 | 12/31/2023 |
IGSB | 438,113 | $22,464 | 12/31/2023 |
Kayne Anderson Rudnick Investment Management LLC | 434,143 | $22,229 | 12/31/2023 |
IGSB | 434,143 | $22,229 | 12/31/2023 |
Acropolis Investment Management LLC | 425,961 | $21,843 | 03/31/2024 |
IGSB | 425,961 | $21,843 | 03/31/2024 |
Thrivent Financial for Lutherans | 418,429 | $21,455 | 12/31/2023 |
IGSB | 418,429 | $21,455 | 12/31/2023 |
Sabal Trust CO | 414,436 | $21,250 | 12/31/2023 |
IGSB | 414,436 | $21,250 | 12/31/2023 |
Gallagher Fiduciary Advisors LLC | 410,770 | $21,062 | 12/31/2023 |
IGSB | 410,770 | $21,062 | 12/31/2023 |
Bray Capital Advisors | 409,185 | $20,981 | 12/31/2023 |
IGSB | 409,185 | $20,981 | 12/31/2023 |
Anchor Capital Advisors LLC | 404,761 | $20,754 | 12/31/2023 |
IGSB | 404,761 | $20,754 | 12/31/2023 |
Nelson Roberts Investment Advisors LLC | 400,377 | $20,529 | 12/31/2023 |
IGSB | 400,377 | $20,529 | 12/31/2023 |
Prime Capital Investment Advisors LLC | 397,459 | $20,380 | 12/31/2023 |
IGSB | 397,459 | $20,380 | 12/31/2023 |
Huntington National Bank | 391,407 | $20,069 | 12/31/2023 |
IGSB | 391,407 | $20,069 | 12/31/2023 |
Chicago Partners Investment Group LLC | 393,730 | $20,017 | 03/31/2024 |
IGSB | 393,730 | $20,017 | 03/31/2024 |
Procyon Private Wealth Partners LLC | 385,576 | $19,772 | 03/31/2024 |
IGSB | 385,576 | $19,772 | 03/31/2024 |
Charter Trust Co. | 384,952 | $19,740 | 03/31/2024 |
IGSB | 384,952 | $19,740 | 03/31/2024 |
Family Management Corp | 380,797 | $19,525 | 12/31/2023 |
IGSB | 380,797 | $19,525 | 12/31/2023 |
RiverFront Investment Group LLC | 379,573 | $19,462 | 12/31/2023 |
IGSB | 379,573 | $19,462 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 374,197 | $19,187 | 12/31/2023 |
IGSB | 374,197 | $19,187 | 12/31/2023 |
Bank of Montreal Can | 372,917 | $19,125 | 12/31/2023 |
IGSB | 372,917 | $19,125 | 12/31/2023 |
Amtrust Financial Services Inc. | 367,800 | $18,859 | 12/31/2023 |
IGSB | 367,800 | $18,859 | 12/31/2023 |
Astoria Strategic Wealth Inc. | 358,141 | $18,364 | 12/31/2023 |
IGSB | 358,141 | $18,364 | 12/31/2023 |
Fund Evaluation Group LLC | 354,128 | $18,158 | 12/31/2023 |
IGSB | 354,128 | $18,158 | 12/31/2023 |
Deutsche Bank AG | 352,801 | $18,092 | 12/31/2023 |
IGSB | 352,801 | $18,092 | 12/31/2023 |
Courage Miller Partners LLC | 349,187 | $17,906 | 03/31/2024 |
IGSB | 349,187 | $17,906 | 03/31/2024 |
Resources Investment Advisors LLC. | 348,887 | $17,889 | 12/31/2023 |
IGSB | 348,887 | $17,889 | 12/31/2023 |
McMahon Financial Advisors LLC | 346,788 | $17,783 | 03/31/2024 |
IGSB | 346,788 | $17,783 | 03/31/2024 |
Boston Private Wealth LLC | 346,290 | $17,756 | 12/31/2023 |
IGSB | 346,290 | $17,756 | 12/31/2023 |
Alley Investment Management Company LLC | 342,583 | $17,566 | 12/31/2023 |
IGSB | 342,583 | $17,566 | 12/31/2023 |
DT Investment Partners LLC | 333,006 | $17,095 | 12/31/2023 |
IGSB | 333,006 | $17,095 | 12/31/2023 |
Creative Planning | 328,777 | $16,858 | 12/31/2023 |
IGSB | 328,777 | $16,858 | 12/31/2023 |
Presilium Private Wealth LLC | 309,956 | $15,893 | 12/31/2023 |
IGSB | 309,956 | $15,893 | 12/31/2023 |
TCTC Holdings LLC | 303,474 | $15,561 | 12/31/2023 |
IGSB | 303,474 | $15,561 | 12/31/2023 |
Atria Investments LLC | 297,516 | $15,255 | 12/31/2023 |
IGSB | 297,516 | $15,255 | 12/31/2023 |
State Farm Mutual Automobile Insurance Co. | 295,500 | $15,152 | 12/31/2023 |
IGSB | 295,500 | $15,152 | 12/31/2023 |
Schaeffer Financial LLC | 288,581 | $14,797 | 12/31/2023 |
IGSB | 288,581 | $14,797 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 285,810 | $14,655 | 12/31/2023 |
IGSB | 285,810 | $14,655 | 12/31/2023 |
Courier Capital LLC | 282,726 | $14,498 | 03/31/2024 |
IGSB | 282,726 | $14,498 | 03/31/2024 |
Smithfield Trust Co. | 281,399 | $14,432 | 12/31/2023 |
IGSB | 281,399 | $14,432 | 12/31/2023 |
NBT Bank N A NY | 280,766 | $14,398 | 03/31/2024 |
IGSB | 280,766 | $14,398 | 03/31/2024 |
Mitsubishi UFJ Trust & Banking Corp | 278,770 | $14,294 | 12/31/2023 |
IGSB | 278,770 | $14,294 | 12/31/2023 |
Dakota Wealth Management | 278,109 | $14,261 | 03/31/2024 |
IGSB | 278,109 | $14,261 | 03/31/2024 |
Guggenheim Capital LLC | 275,856 | $14,146 | 12/31/2023 |
IGSB | 275,856 | $14,146 | 12/31/2023 |
MML Investors Services LLC | 274,616 | $14,081 | 12/31/2023 |
IGSB | 274,616 | $14,081 | 12/31/2023 |
Baird Financial Group Inc. | 272,295 | $13,962 | 12/31/2023 |
IGSB | 272,295 | $13,962 | 12/31/2023 |
Maryland Capital Advisors Inc. | 260,145 | $13,340 | 03/31/2024 |
IGSB | 260,145 | $13,340 | 03/31/2024 |
Larson Financial Group LLC | 259,153 | $13,288 | 12/31/2023 |
IGSB | 259,153 | $13,288 | 12/31/2023 |
Shufro Rose & Co. LLC | 264,450 | $13,178 | 12/31/2023 |
IGSB | 264,450 | $13,178 | 12/31/2023 |
Payden & Rygel | 256,747 | $13,165 | 12/31/2023 |
IGSB | 256,747 | $13,165 | 12/31/2023 |
Argent Advisors Inc. | 255,763 | $13,114 | 12/31/2023 |
IGSB | 255,763 | $13,114 | 12/31/2023 |
Charter Oak Capital Management LLC | 255,692 | $13,112 | 03/31/2024 |
IGSB | 255,692 | $13,112 | 03/31/2024 |
Discipline Wealth Solutions LLC | 251,989 | $12,909 | 12/31/2023 |
IGSB | 251,989 | $12,909 | 12/31/2023 |
Fifth Third Bancorp | 250,681 | $12,855 | 03/31/2024 |
IGSB | 250,681 | $12,855 | 03/31/2024 |
Vectors Research Management LLC | 269,061 | $12,778 | 12/31/2023 |
IGSB | 269,061 | $12,778 | 12/31/2023 |
Better Money Decisions LLC | 246,743 | $12,652 | 12/31/2023 |
IGSB | 246,743 | $12,652 | 12/31/2023 |
Leavell Investment Management Inc. | 245,622 | $12,595 | 03/31/2024 |
IGSB | 245,622 | $12,595 | 03/31/2024 |
Kwmg LLC | 244,523 | $12,539 | 03/31/2024 |
IGSB | 244,523 | $12,539 | 03/31/2024 |
Jacobson & Schmitt Advisors LLC | 243,482 | $12,485 | 12/31/2023 |
IGSB | 243,482 | $12,485 | 12/31/2023 |
Davis R M Inc. | 241,533 | $12,385 | 12/31/2023 |
IGSB | 241,533 | $12,385 | 12/31/2023 |
Goelzer Investment Management Inc. | 241,161 | $12,366 | 12/31/2023 |
IGSB | 241,161 | $12,366 | 12/31/2023 |
Fortis Capital Management LLC | 239,632 | $12,287 | 12/31/2023 |
IGSB | 239,632 | $12,287 | 12/31/2023 |
James Investment Research Inc. | 236,657 | $12,135 | 12/31/2023 |
IGSB | 236,657 | $12,135 | 12/31/2023 |
D L Carlson Investment Group Inc. | 236,979 | $12,116 | 12/31/2023 |
IGSB | 236,979 | $12,116 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 234,190 | $12,009 | 03/31/2024 |
IGSB | 234,190 | $12,009 | 03/31/2024 |
Citigroup Inc. | 231,812 | $11,886 | 12/31/2023 |
IGSB | 231,812 | $11,886 | 12/31/2023 |
BlueSky Wealth Advisors LLC | 229,723 | $11,780 | 03/31/2024 |
IGSB | 229,723 | $11,780 | 03/31/2024 |
Raymond James Trust N.A. | 229,561 | $11,772 | 03/31/2024 |
IGSB | 229,561 | $11,772 | 03/31/2024 |
Pinnacle Financial Partners Inc. | 227,285 | $11,654 | 12/31/2023 |
IGSB | 227,285 | $11,654 | 12/31/2023 |
Woodmont Investment Counsel LLC | 219,147 | $11,238 | 03/31/2024 |
IGSB | 219,147 | $11,238 | 03/31/2024 |
Envestnet Portfolio Solutions Inc. | 217,240 | $11,139 | 12/31/2023 |
IGSB | 217,240 | $11,139 | 12/31/2023 |
Meritage Portfolio Management | 217,079 | $11,131 | 12/31/2023 |
IGSB | 217,079 | $11,131 | 12/31/2023 |
Total Wealth Planning LLC | 204,713 | $10,498 | 03/31/2024 |
IGSB | 204,713 | $10,498 | 03/31/2024 |
Crestwood Advisors Group LLC | 201,139 | $10,313 | 12/31/2023 |
IGSB | 201,139 | $10,313 | 12/31/2023 |
Hsbc Holdings PLC | 200,376 | $10,274 | 12/31/2023 |
IGSB | 200,376 | $10,274 | 12/31/2023 |
Ensign Peak Advisors Inc | 200,000 | $10,255 | 12/31/2023 |
IGSB | 200,000 | $10,255 | 12/31/2023 |
Galvin Gaustad & Stein LLC | 199,094 | $10,210 | 03/31/2024 |
IGSB | 199,094 | $10,210 | 03/31/2024 |
Punch & Associates Investment Management Inc. | $10,207 | 12/31/2023 | |
Call | 199 | $10,197 | 12/31/2023 |
IGSB | 199 | $10 | 12/31/2023 |
Blue Fin Capital Inc. | 196,576 | $10,079 | 12/31/2023 |
IGSB | 196,576 | $10,079 | 12/31/2023 |
Prosperity Planning Inc. | 195,711 | $10,036 | 03/31/2024 |
IGSB | 195,711 | $10,036 | 03/31/2024 |
Cerity Partners LLC | 195,541 | $10,026 | 12/31/2023 |
IGSB | 195,541 | $10,026 | 12/31/2023 |
Strategic Investment Advisors MI | 194,687 | $9,984 | 03/31/2024 |
IGSB | 194,687 | $9,984 | 03/31/2024 |
Cetera Investment Advisers | 193,557 | $9,925 | 12/31/2023 |
IGSB | 193,557 | $9,925 | 12/31/2023 |
StrategIQ Financial Group LLC | 193,455 | $9,919 | 12/31/2023 |
IGSB | 193,455 | $9,919 | 12/31/2023 |
Allianz Investment Management U.S. LLC | 193,288 | $9,910 | 12/31/2023 |
IGSB | 193,288 | $9,910 | 12/31/2023 |
Hudson Valley Investment Advisors Inc. ADV | 188,887 | $9,686 | 03/31/2024 |
IGSB | 188,887 | $9,686 | 03/31/2024 |
Patriot Investment Management Inc. | 187,333 | $9,606 | 03/31/2024 |
IGSB | 187,333 | $9,606 | 03/31/2024 |
IFP Advisors Inc | 182,716 | $9,369 | 12/31/2023 |
IGSB | 182,716 | $9,369 | 12/31/2023 |
Oppenheimer & Co. Inc. | 182,281 | $9,346 | 12/31/2023 |
IGSB | 182,281 | $9,346 | 12/31/2023 |
Powers Advisory Group LLC | 181,686 | $9,317 | 03/31/2024 |
IGSB | 181,686 | $9,317 | 03/31/2024 |
Dimension Capital Management LLC | 174,435 | $8,944 | 12/31/2023 |
IGSB | 174,435 | $8,944 | 12/31/2023 |
Proffitt & Goodson Inc. | 174,281 | $8,937 | 03/31/2024 |
IGSB | 174,281 | $8,937 | 03/31/2024 |
Cetera Advisor Networks LLC | 170,819 | $8,759 | 12/31/2023 |
IGSB | 170,819 | $8,759 | 12/31/2023 |
TD Waterhouse Canada Inc. | 163,548 | $8,402 | 12/31/2023 |
IGSB | 163,548 | $8,402 | 12/31/2023 |
Ballentine Capital Advisors Inc | 163,774 | $8,390 | 12/31/2023 |
IGSB | 163,774 | $8,390 | 12/31/2023 |
Disciplina Capital Management LLC | 163,358 | $8,376 | 12/31/2023 |
IGSB | 163,358 | $8,376 | 12/31/2023 |
Core Wealth Advisors Inc. | 163,267 | $8,372 | 12/31/2023 |
IGSB | 163,267 | $8,372 | 12/31/2023 |
PFG Advisors | 160,715 | $8,241 | 12/31/2023 |
IGSB | 160,715 | $8,241 | 12/31/2023 |
JNB Advisors LLC | 160,492 | $8,229 | 12/31/2023 |
IGSB | 160,492 | $8,229 | 12/31/2023 |
Delta Asset Management LLC TN | 159,681 | $8,188 | 12/31/2023 |
IGSB | 159,681 | $8,188 | 12/31/2023 |
CI Private Wealth LLC | 158,523 | $8,128 | 12/31/2023 |
IGSB | 158,523 | $8,128 | 12/31/2023 |
Meridian Wealth Management LLC | 157,780 | $8,091 | 03/31/2024 |
IGSB | 157,780 | $8,091 | 03/31/2024 |
Eubel Brady & Suttman Asset Management Inc. | 154,942 | $7,945 | 12/31/2023 |
IGSB | 154,942 | $7,945 | 12/31/2023 |
Rockefeller Capital Management L.P. | 153,868 | $7,890 | 12/31/2023 |
IGSB | 153,868 | $7,890 | 12/31/2023 |
Sage Advisory Services Ltd.Co. | 152,617 | $7,826 | 03/31/2024 |
IGSB | 152,617 | $7,826 | 03/31/2024 |
Financial Life Advisors | 152,056 | $7,797 | 03/31/2024 |
IGSB | 152,056 | $7,797 | 03/31/2024 |
Trinity Legacy Partners LLC | 151,220 | $7,755 | 03/31/2024 |
IGSB | 151,220 | $7,755 | 03/31/2024 |
Catalyst Capital Advisors LLC | 148,764 | $7,629 | 03/31/2024 |
IGSB | 148,764 | $7,629 | 03/31/2024 |
Fairview Capital Investment Management LLC | 147,922 | $7,585 | 12/31/2023 |
IGSB | 147,922 | $7,585 | 12/31/2023 |
EWA LLC | 147,580 | $7,561 | 12/31/2023 |
IGSB | 147,580 | $7,561 | 12/31/2023 |
Mendota Financial Group LLC | 147,285 | $7,553 | 03/31/2024 |
IGSB | 147,285 | $7,553 | 03/31/2024 |
MA Private Wealth | 146,862 | $7,530 | 12/31/2023 |
IGSB | 146,862 | $7,530 | 12/31/2023 |
Franklin Resources Inc. | 146,760 | $7,525 | 12/31/2023 |
IGSB | 146,760 | $7,525 | 12/31/2023 |
Roundview Capital LLC | 146,176 | $7,495 | 12/31/2023 |
IGSB | 146,176 | $7,495 | 12/31/2023 |
Dynamic Advisor Solutions LLC | 145,713 | $7,472 | 03/31/2024 |
IGSB | 145,713 | $7,472 | 03/31/2024 |
Northstar Advisory Group LLC | 141,942 | $7,278 | 12/31/2023 |
IGSB | 141,942 | $7,278 | 12/31/2023 |
Atria Wealth Solutions Inc. | 140,987 | $7,229 | 12/31/2023 |
IGSB | 140,987 | $7,229 | 12/31/2023 |
Marshall Wace LLP | 140,000 | $7,178 | 12/31/2023 |
IGSB | 140,000 | $7,178 | 12/31/2023 |
Telemus Capital LLC | 137,660 | $7,059 | 12/31/2023 |
IGSB | 137,660 | $7,059 | 12/31/2023 |
Scotia Capital Inc. | 137,169 | $7,033 | 12/31/2023 |
IGSB | 137,169 | $7,033 | 12/31/2023 |
Israel Discount Bank of New York | 136,366 | $6,992 | 12/31/2023 |
IGSB | 136,366 | $6,992 | 12/31/2023 |
RHS Financial LLC | 134,142 | $6,879 | 03/31/2024 |
IGSB | 134,142 | $6,879 | 03/31/2024 |
Capital Investment Services of America Inc. | 133,225 | $6,831 | 12/31/2023 |
IGSB | 133,225 | $6,831 | 12/31/2023 |
Trustmark National Bank Trust Department | 132,979 | $6,818 | 12/31/2023 |
IGSB | 132,979 | $6,818 | 12/31/2023 |
Cetera Advisors LLC | 132,573 | $6,798 | 12/31/2023 |
IGSB | 132,573 | $6,798 | 12/31/2023 |
Bailard Inc. | 130,558 | $6,694 | 12/31/2023 |
IGSB | 130,558 | $6,694 | 12/31/2023 |
Proequities Inc. | 130,085 | $6,670 | 12/31/2023 |
IGSB | 130,085 | $6,670 | 12/31/2023 |
Riversedge Advisors LLC | 129,701 | $6,650 | 12/31/2023 |
IGSB | 129,701 | $6,650 | 12/31/2023 |
Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 129,590 | $6,645 | 12/31/2023 |
IGSB | 129,590 | $6,645 | 12/31/2023 |
Equitable Trust Co. | 129,546 | $6,643 | 03/31/2024 |
IGSB | 129,546 | $6,643 | 03/31/2024 |
Nalls Sherbakoff Group LLC | 124,450 | $6,381 | 12/31/2023 |
IGSB | 124,450 | $6,381 | 12/31/2023 |
UMB Bank N A MO | 123,178 | $6,317 | 03/31/2024 |
IGSB | 123,178 | $6,317 | 03/31/2024 |
CWM LLC | 122,901 | $6,302 | 03/31/2024 |
IGSB | 122,901 | $6,302 | 03/31/2024 |
Morris Retirement Advisors LLC | 122,780 | $6,296 | 12/31/2023 |
IGSB | 122,780 | $6,296 | 12/31/2023 |
SevenBridge Financial Group LLC | 121,122 | $6,211 | 12/31/2023 |
IGSB | 121,122 | $6,211 | 12/31/2023 |
Mirae Asset Global Investments Co. Ltd. | 120,967 | $6,203 | 12/31/2023 |
IGSB | 120,967 | $6,203 | 12/31/2023 |
South State CORP. | 120,601 | $6,184 | 12/31/2023 |
IGSB | 120,601 | $6,184 | 12/31/2023 |
Bernardo Wealth Planning LLC | 119,118 | $6,108 | 12/31/2023 |
IGSB | 119,118 | $6,108 | 12/31/2023 |
Private Advisor Group LLC | 118,379 | $6,070 | 12/31/2023 |
IGSB | 118,379 | $6,070 | 12/31/2023 |
Hennion & Walsh Asset Management Inc. | 116,996 | $6,000 | 03/31/2024 |
IGSB | 116,996 | $6,000 | 03/31/2024 |
FDx Advisors Inc. | 115,347 | $5,914 | 12/31/2023 |
IGSB | 115,347 | $5,914 | 12/31/2023 |
ABLE Financial Group LLC | 115,287 | $5,911 | 12/31/2023 |
IGSB | 115,287 | $5,911 | 12/31/2023 |
Wharton Business Group LLC | 114,940 | $5,894 | 12/31/2023 |
IGSB | 114,940 | $5,894 | 12/31/2023 |
Edmond DE Rothschild Holding S.A. | 113,532 | $5,821 | 12/31/2023 |
IGSB | 113,532 | $5,821 | 12/31/2023 |
Miracle Mile Advisors LLC | 113,310 | $5,811 | 03/31/2024 |
IGSB | 113,310 | $5,811 | 03/31/2024 |
Regions Financial Corp | 112,203 | $5,754 | 03/31/2024 |
IGSB | 112,203 | $5,754 | 03/31/2024 |
Curbstone Financial Management Corp | 108,660 | $5,572 | 03/31/2024 |
IGSB | 108,660 | $5,572 | 03/31/2024 |
Perella Weinberg Partners Capital Management LP | 108,485 | $5,563 | 12/31/2023 |
IGSB | 108,485 | $5,563 | 12/31/2023 |
Resonant Capital Advisors LLC | 107,711 | $5,523 | 12/31/2023 |
IGSB | 107,711 | $5,523 | 12/31/2023 |
Oppenheimer Asset Management Inc. | 106,960 | $5,484 | 12/31/2023 |
IGSB | 106,960 | $5,484 | 12/31/2023 |
Whittier Trust Co. | 104,694 | $5,368 | 12/31/2023 |
IGSB | 104,694 | $5,368 | 12/31/2023 |
Main Management LLC | 104,433 | $5,355 | 12/31/2023 |
IGSB | 104,433 | $5,355 | 12/31/2023 |
Beacon Financial Group | 104,304 | $5,348 | 12/31/2023 |
IGSB | 104,304 | $5,348 | 12/31/2023 |
SWP Financial LLC | 103,492 | $5,307 | 12/31/2023 |
IGSB | 103,492 | $5,307 | 12/31/2023 |
Confluence Investment Management LLC | 103,124 | $5,288 | 03/31/2024 |
IGSB | 103,124 | $5,288 | 03/31/2024 |
Endurance Services Ltd | 100,582 | $5,157 | 12/31/2023 |
IGSB | 100,582 | $5,157 | 12/31/2023 |
Rain Capital Management LLC | 99,356 | $5,094 | 12/31/2023 |
IGSB | 99,356 | $5,094 | 12/31/2023 |
Sage Financial Group Inc. | 99,146 | $5,084 | 12/31/2023 |
IGSB | 99,146 | $5,084 | 12/31/2023 |
Betterment LLC | 98,951 | $5,074 | 12/31/2023 |
IGSB | 98,951 | $5,074 | 12/31/2023 |
White Pine Capital LLC | 98,193 | $5,035 | 12/31/2023 |
IGSB | 98,193 | $5,035 | 12/31/2023 |
Martin Capital Partners LLC | 98,112 | $5,031 | 03/31/2024 |
IGSB | 98,112 | $5,031 | 03/31/2024 |
Mutual Advisors LLC | 98,090 | $5,030 | 12/31/2023 |
IGSB | 98,090 | $5,030 | 12/31/2023 |
Comerica Bank | 97,680 | $5,009 | 12/31/2023 |
IGSB | 97,680 | $5,009 | 12/31/2023 |
Diversified Portfolios Inc. | 97,026 | $4,975 | 12/31/2023 |
IGSB | 97,026 | $4,975 | 12/31/2023 |
Roger Wittlin Investment Advisory LLC | 93,582 | $4,799 | 12/31/2023 |
IGSB | 93,582 | $4,799 | 12/31/2023 |
Peapack Gladstone Financial Corp | 91,818 | $4,707 | 12/31/2023 |
IGSB | 91,818 | $4,707 | 12/31/2023 |
Shore Point Advisors LLC | 91,456 | $4,689 | 12/31/2023 |
IGSB | 91,456 | $4,689 | 12/31/2023 |
Integrated Wealth Concepts LLC | 90,970 | $4,664 | 12/31/2023 |
IGSB | 90,970 | $4,664 | 12/31/2023 |
Wealthstar Advisors LLC | 89,361 | $4,582 | 03/31/2024 |
IGSB | 89,361 | $4,582 | 03/31/2024 |
Bull Street Advisors LLC | 87,795 | $4,502 | 12/31/2023 |
IGSB | 87,795 | $4,502 | 12/31/2023 |
Pinkerton Retirement Specialists LLC | 87,460 | $4,485 | 12/31/2023 |
IGSB | 87,460 | $4,485 | 12/31/2023 |
Providence Capital Advisors LLC | 86,598 | $4,440 | 12/31/2023 |
IGSB | 86,598 | $4,440 | 12/31/2023 |
Crescent Grove Advisors LLC | 86,293 | $4,425 | 12/31/2023 |
IGSB | 86,293 | $4,425 | 12/31/2023 |
Outlook Wealth Advisors LLC | 85,743 | $4,397 | 03/31/2024 |
IGSB | 85,743 | $4,397 | 03/31/2024 |
Hirtle Callaghan & Co LLC | 85,385 | $4,378 | 12/31/2023 |
IGSB | 85,385 | $4,378 | 12/31/2023 |
Agate Pass Investment Management LLC | 83,282 | $4,271 | 03/31/2024 |
IGSB | 83,282 | $4,271 | 03/31/2024 |
Chesley Taft & Associates LLC | 82,532 | $4,232 | 03/31/2024 |
IGSB | 82,532 | $4,232 | 03/31/2024 |
Welch & Forbes LLC | 81,995 | $4,204 | 12/31/2023 |
IGSB | 81,995 | $4,204 | 12/31/2023 |
Buffington Mohr McNeal | 80,141 | $4,110 | 03/31/2024 |
IGSB | 80,141 | $4,110 | 03/31/2024 |
Northwestern Mutual Wealth Management Co. | 79,641 | $4,084 | 12/31/2023 |
IGSB | 79,641 | $4,084 | 12/31/2023 |
New World Advisors LLC | 79,164 | $4,060 | 03/31/2024 |
IGSB | 79,164 | $4,060 | 03/31/2024 |
Strategic Advocates LLC | 78,824 | $4,042 | 03/31/2024 |
IGSB | 78,824 | $4,042 | 03/31/2024 |
Verity & Verity LLC | 78,655 | $4,033 | 03/31/2024 |
IGSB | 78,655 | $4,033 | 03/31/2024 |
Barings LLC | 76,800 | $3,938 | 12/31/2023 |
IGSB | 76,800 | $3,938 | 12/31/2023 |
HM Payson & Co. | 76,696 | $3,933 | 12/31/2023 |
IGSB | 76,696 | $3,933 | 12/31/2023 |
GeoWealth Management LLC | 76,504 | $3,924 | 12/31/2023 |
IGSB | 76,504 | $3,924 | 12/31/2023 |
MTC Wealth Management LLC | 74,845 | $3,838 | 03/31/2024 |
IGSB | 74,845 | $3,838 | 03/31/2024 |
Source Financial Advisors LLC | 74,626 | $3,826 | 12/31/2023 |
IGSB | 74,626 | $3,826 | 12/31/2023 |
Capital City Trust Co. FL | 73,585 | $3,773 | 12/31/2023 |
IGSB | 73,585 | $3,773 | 12/31/2023 |
Kestra Advisory Services LLC | 72,824 | $3,734 | 12/31/2023 |
IGSB | 72,824 | $3,734 | 12/31/2023 |
Aspen Investment Management Inc | 71,928 | $3,688 | 03/31/2024 |
IGSB | 71,928 | $3,688 | 03/31/2024 |
Schmidt P J Investment Management Inc. | 71,763 | $3,680 | 03/31/2024 |
IGSB | 71,763 | $3,680 | 03/31/2024 |
Meeder Asset Management Inc. | 71,414 | $3,662 | 12/31/2023 |
IGSB | 71,414 | $3,662 | 12/31/2023 |
Wellspring Financial Advisors LLC | 70,788 | $3,630 | 12/31/2023 |
IGSB | 70,788 | $3,630 | 12/31/2023 |
Lodestar Private Asset Management LLC | 70,188 | $3,599 | 03/31/2024 |
IGSB | 70,188 | $3,599 | 03/31/2024 |
BOKF NA | 70,164 | $3,598 | 12/31/2023 |
IGSB | 70,164 | $3,598 | 12/31/2023 |
Bank Julius Baer & Co. Ltd Zurich | 69,913 | $3,585 | 12/31/2023 |
IGSB | 69,913 | $3,585 | 12/31/2023 |
Rathbone Brothers plc | 69,412 | $3,559 | 12/31/2023 |
IGSB | 69,412 | $3,559 | 12/31/2023 |
Juncture Wealth Strategies LLC | 69,023 | $3,539 | 03/31/2024 |
IGSB | 69,023 | $3,539 | 03/31/2024 |
Great Valley Advisor Group Inc. | 67,949 | $3,484 | 12/31/2023 |
IGSB | 67,949 | $3,484 | 12/31/2023 |
Duncker Streett & Co. Inc. | 67,874 | $3,481 | 03/31/2024 |
IGSB | 67,874 | $3,481 | 03/31/2024 |
Graybill Bartz & Assoc Ltd. | 67,595 | $3,466 | 03/31/2024 |
IGSB | 67,595 | $3,466 | 03/31/2024 |
Focus Financial Network Inc. | 68,274 | $3,460 | 03/31/2024 |
IGSB | 68,274 | $3,460 | 03/31/2024 |
Boltwood Capital Management | 67,460 | $3,459 | 03/31/2024 |
IGSB | 67,460 | $3,459 | 03/31/2024 |
Focus Financial Network Inc. ADV | 66,810 | $3,426 | 12/31/2023 |
IGSB | 66,810 | $3,426 | 12/31/2023 |
Quattro Financial Advisors LLC | 66,559 | $3,413 | 03/31/2024 |
IGSB | 66,559 | $3,413 | 03/31/2024 |
New South Capital Management Inc. | 65,903 | $3,379 | 12/31/2023 |
IGSB | 65,903 | $3,379 | 12/31/2023 |
NTV Asset Management LLC | 65,860 | $3,377 | 12/31/2023 |
IGSB | 65,860 | $3,377 | 12/31/2023 |
KMG Fiduciary Partners LLC | 65,553 | $3,362 | 03/31/2024 |
IGSB | 65,553 | $3,362 | 03/31/2024 |
Checchi Capital Advisers LLC | 65,458 | $3,357 | 03/31/2024 |
IGSB | 65,458 | $3,357 | 03/31/2024 |
AlphaCore Capital LLC | 64,863 | $3,326 | 12/31/2023 |
IGSB | 64,863 | $3,326 | 12/31/2023 |
GSB Wealth Management LLC | 64,456 | $3,305 | 12/31/2023 |
IGSB | 64,456 | $3,305 | 12/31/2023 |
LVW Advisors LLC | 64,224 | $3,293 | 03/31/2024 |
IGSB | 64,224 | $3,293 | 03/31/2024 |
Nations Financial Group Inc. IA ADV | 64,071 | $3,286 | 03/31/2024 |
IGSB | 64,071 | $3,286 | 03/31/2024 |
Intelligence Driven Advisers LLC | 63,442 | $3,266 | 12/31/2023 |
IGSB | 63,442 | $3,266 | 12/31/2023 |
Aries Wealth Management | 63,296 | $3,246 | 12/31/2023 |
IGSB | 63,296 | $3,246 | 12/31/2023 |
Hollencrest Capital Management | 63,256 | $3,243 | 12/31/2023 |
IGSB | 63,256 | $3,243 | 12/31/2023 |
Blair William & Co. IL | 62,944 | $3,227 | 12/31/2023 |
IGSB | 62,944 | $3,227 | 12/31/2023 |
DAVENPORT & Co LLC | 61,863 | $3,172 | 12/31/2023 |
IGSB | 61,863 | $3,172 | 12/31/2023 |
Ally Invest Advisors Inc. | 61,669 | $3,162 | 12/31/2023 |
IGSB | 61,669 | $3,162 | 12/31/2023 |
TD Asset Management Inc. | 61,220 | $3,139 | 12/31/2023 |
IGSB | 61,220 | $3,139 | 12/31/2023 |
Asset Allocation & Management Company LLC | 60,000 | $3,077 | 03/31/2024 |
IGSB | 60,000 | $3,077 | 03/31/2024 |
Washington Capital Management Inc. | 58,418 | $2,996 | 03/31/2024 |
IGSB | 58,418 | $2,996 | 03/31/2024 |
Parallel Advisors LLC | 58,113 | $2,980 | 12/31/2023 |
IGSB | 58,113 | $2,980 | 12/31/2023 |
Cobblestone Capital Advisors LLC NY | 57,801 | $2,964 | 12/31/2023 |
IGSB | 57,801 | $2,964 | 12/31/2023 |
First Trust Advisors LP | 57,358 | $2,941 | 12/31/2023 |
IGSB | 57,358 | $2,941 | 12/31/2023 |
JPL Wealth Management LLC | 57,125 | $2,929 | 12/31/2023 |
IGSB | 57,125 | $2,929 | 12/31/2023 |
Abbrea Capital LLC | 56,978 | $2,922 | 12/31/2023 |
IGSB | 56,978 | $2,922 | 12/31/2023 |
Cary Street Partners Investment Advisory LLC | 56,633 | $2,904 | 12/31/2023 |
IGSB | 56,633 | $2,904 | 12/31/2023 |
Hunter Associates Investment Management LLC | 56,511 | $2,900 | 12/31/2023 |
IGSB | 56,511 | $2,900 | 12/31/2023 |
Great Diamond Partners LLC | 56,408 | $2,892 | 12/31/2023 |
IGSB | 56,408 | $2,892 | 12/31/2023 |
Snowden Capital Advisors LLC | 55,895 | $2,866 | 12/31/2023 |
IGSB | 55,895 | $2,866 | 12/31/2023 |
Ameliora Wealth Management Ltd. | 55,277 | $2,834 | 03/31/2024 |
IGSB | 55,277 | $2,834 | 03/31/2024 |
Alesco Advisors LLC | 54,837 | $2,812 | 12/31/2023 |
IGSB | 54,837 | $2,812 | 12/31/2023 |
GWM Advisors LLC | 54,731 | $2,804 | 12/31/2023 |
IGSB | 54,731 | $2,804 | 12/31/2023 |
STA Wealth Management LLC | 54,651 | $2,802 | 12/31/2023 |
IGSB | 54,651 | $2,802 | 12/31/2023 |
Investment Advisory Group LLC | 54,566 | $2,798 | 12/31/2023 |
IGSB | 54,566 | $2,798 | 12/31/2023 |
Burns J W & Co. Inc. NY | 53,312 | $2,734 | 03/31/2024 |
IGSB | 53,312 | $2,734 | 03/31/2024 |
AMG National Trust Bank | 52,736 | $2,704 | 12/31/2023 |
IGSB | 52,736 | $2,704 | 12/31/2023 |
One Day In July LLC | 52,490 | $2,692 | 03/31/2024 |
IGSB | 52,490 | $2,692 | 03/31/2024 |
Gemmer Asset Management LLC | 52,473 | $2,691 | 03/31/2024 |
IGSB | 52,473 | $2,691 | 03/31/2024 |
Vantage Financial Partners LLC | 51,965 | $2,664 | 12/31/2023 |
IGSB | 51,965 | $2,664 | 12/31/2023 |
United Community Bank | 51,728 | $2,652 | 12/31/2023 |
IGSB | 51,728 | $2,652 | 12/31/2023 |
Caliber Wealth Management LLC | 51,006 | $2,616 | 03/31/2024 |
IGSB | 51,006 | $2,616 | 03/31/2024 |
Avantax Advisory Services Inc. | 49,449 | $2,535 | 12/31/2023 |
IGSB | 49,449 | $2,535 | 12/31/2023 |
Forza Wealth Management LLC | 49,293 | $2,528 | 03/31/2024 |
IGSB | 49,293 | $2,528 | 03/31/2024 |
Wescott Financial Advisory Group LLC | 49,221 | $2,524 | 12/31/2023 |
IGSB | 49,221 | $2,524 | 12/31/2023 |
Gradient Capital Advisors LLC | 48,296 | $2,477 | 03/31/2024 |
IGSB | 48,296 | $2,477 | 03/31/2024 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 47,516 | $2,436 | 12/31/2023 |
IGSB | 47,516 | $2,436 | 12/31/2023 |
Eagle Global Advisors LLC | 47,242 | $2,422 | 12/31/2023 |
IGSB | 47,242 | $2,422 | 12/31/2023 |
Susquehanna International Group LLP | $2,396 | 12/31/2023 | |
IGSB | 42,528 | $2,181 | 12/31/2023 |
Call | 4,200 | $215 | 12/31/2023 |
Ascent Group LLC | 46,337 | $2,371 | 12/31/2023 |
IGSB | 46,337 | $2,371 | 12/31/2023 |
Park Avenue Securities LLC | 45,886 | $2,353 | 03/31/2024 |
IGSB | 45,886 | $2,353 | 03/31/2024 |
Center For Asset Management LLC | 45,834 | $2,350 | 03/31/2024 |
IGSB | 45,834 | $2,350 | 03/31/2024 |
DMG Group LLC | 45,803 | $2,349 | 03/31/2024 |
IGSB | 45,803 | $2,349 | 03/31/2024 |
JT Stratford LLC | 45,768 | $2,347 | 12/31/2023 |
IGSB | 45,768 | $2,347 | 12/31/2023 |
M&T Bank Corp | 45,407 | $2,328 | 12/31/2023 |
IGSB | 45,407 | $2,328 | 12/31/2023 |
Steele Capital Management Inc. | 44,682 | $2,291 | 03/31/2024 |
IGSB | 44,682 | $2,291 | 03/31/2024 |
Edmonds Duncan Registered Investment Advisors LLC | 44,421 | $2,278 | 03/31/2024 |
IGSB | 44,421 | $2,278 | 03/31/2024 |
Mascoma Wealth Management LLC | 44,369 | $2,275 | 12/31/2023 |
IGSB | 44,369 | $2,275 | 12/31/2023 |
Summit Financial Group Inc. | 44,241 | $2,269 | 03/31/2024 |
IGSB | 44,241 | $2,269 | 03/31/2024 |
Wsfs Capital Management LLC | 44,169 | $2,265 | 12/31/2023 |
IGSB | 44,169 | $2,265 | 12/31/2023 |
Apella Capital LLC | 44,149 | $2,252 | 03/31/2024 |
IGSB | 44,149 | $2,252 | 03/31/2024 |
SeaBridge Investment Advisors LLC | 43,469 | $2,229 | 12/31/2023 |
IGSB | 43,469 | $2,229 | 12/31/2023 |
Savant Capital LLC | 42,670 | $2,188 | 12/31/2023 |
IGSB | 42,670 | $2,188 | 12/31/2023 |
Bigelow Investment Advisors LLC | 42,201 | $2,164 | 12/31/2023 |
IGSB | 42,201 | $2,164 | 12/31/2023 |
Aptus Capital Advisors LLC | 42,015 | $2,154 | 12/31/2023 |
IGSB | 42,015 | $2,154 | 12/31/2023 |
YHB Investment Advisors Inc. | 41,892 | $2,148 | 03/31/2024 |
IGSB | 41,892 | $2,148 | 03/31/2024 |
Wilshire Associates Inc | 41,344 | $2,120 | 12/31/2023 |
IGSB | 41,344 | $2,120 | 12/31/2023 |
Princeton Global Asset Management LLC | 40,590 | $2,081 | 12/31/2023 |
IGSB | 40,590 | $2,081 | 12/31/2023 |
IVC Wealth Advisors LLC | 40,405 | $2,072 | 03/31/2024 |
IGSB | 40,405 | $2,072 | 03/31/2024 |
First International Bank & Trust | 40,336 | $2,068 | 03/31/2024 |
IGSB | 40,336 | $2,068 | 03/31/2024 |
BNP Paribas Arbitrage SA | 40,262 | $2,064 | 12/31/2023 |
IGSB | 40,262 | $2,064 | 12/31/2023 |
Probity Advisors Inc. | 39,126 | $2,006 | 12/31/2023 |
IGSB | 39,126 | $2,006 | 12/31/2023 |
Edgestream Partners L.P. | 38,982 | $1,999 | 12/31/2023 |
IGSB | 38,982 | $1,999 | 12/31/2023 |
Investment Partners LTD. | 38,825 | $1,991 | 03/31/2024 |
IGSB | 38,825 | $1,991 | 03/31/2024 |
Lincoln National Corp | 38,110 | $1,954 | 12/31/2023 |
IGSB | 38,110 | $1,954 | 12/31/2023 |
Hilltop Holdings Inc. | 37,805 | $1,938 | 12/31/2023 |
IGSB | 37,805 | $1,938 | 12/31/2023 |
Prospera Financial Services Inc | 37,768 | $1,937 | 12/31/2023 |
IGSB | 37,768 | $1,937 | 12/31/2023 |
Hancock Whitney Corp | 37,325 | $1,914 | 12/31/2023 |
IGSB | 37,325 | $1,914 | 12/31/2023 |
Nwam LLC | 37,249 | $1,910 | 12/31/2023 |
IGSB | 37,249 | $1,910 | 12/31/2023 |
WASHINGTON TRUST Co | 37,146 | $1,905 | 03/31/2024 |
IGSB | 37,146 | $1,905 | 03/31/2024 |
Sigma Planning Corp | 37,014 | $1,898 | 12/31/2023 |
IGSB | 37,014 | $1,898 | 12/31/2023 |
UMA Financial Services Inc. | 37,452 | $1,897 | 03/31/2024 |
IGSB | 37,452 | $1,897 | 03/31/2024 |
Hohimer Wealth Management LLC | 36,915 | $1,893 | 12/31/2023 |
IGSB | 36,915 | $1,893 | 12/31/2023 |
Running Point Capital Advisors LLC | 36,822 | $1,888 | 12/31/2023 |
IGSB | 36,822 | $1,888 | 12/31/2023 |
SP Asset Management LLC | 36,618 | $1,878 | 12/31/2023 |
IGSB | 36,618 | $1,878 | 12/31/2023 |
H&H Retirement Design & Management INC | 36,787 | $1,868 | 03/31/2024 |
IGSB | 36,787 | $1,868 | 03/31/2024 |
Vise Technologies Inc. | 36,126 | $1,852 | 12/31/2023 |
IGSB | 36,126 | $1,852 | 12/31/2023 |
Weaver Consulting Group | 35,406 | $1,816 | 03/31/2024 |
IGSB | 35,406 | $1,816 | 03/31/2024 |
Ifrah Financial Services Inc. | 35,382 | $1,814 | 12/31/2023 |
IGSB | 35,382 | $1,814 | 12/31/2023 |
Monograph Wealth Advisors LLC | 34,624 | $1,775 | 12/31/2023 |
IGSB | 34,624 | $1,775 | 12/31/2023 |
Capital Insight Partners LLC | 34,432 | $1,766 | 03/31/2024 |
IGSB | 34,432 | $1,766 | 03/31/2024 |
Armor Investment Advisors LLC | 34,395 | $1,764 | 03/31/2024 |
IGSB | 34,395 | $1,764 | 03/31/2024 |
Atomi Financial Group Inc. | 34,296 | $1,759 | 12/31/2023 |
IGSB | 34,296 | $1,759 | 12/31/2023 |
Tilia Fiduciary Partners Inc. | 34,076 | $1,747 | 03/31/2024 |
IGSB | 34,076 | $1,747 | 03/31/2024 |
Transatlantique Private Wealth LLC | 33,694 | $1,728 | 12/31/2023 |
IGSB | 33,694 | $1,728 | 12/31/2023 |
Integrated Advisors Network LLC | 33,590 | $1,722 | 12/31/2023 |
IGSB | 33,590 | $1,722 | 12/31/2023 |
Farther Finance Advisors LLC | 33,400 | $1,713 | 12/31/2023 |
IGSB | 33,400 | $1,713 | 12/31/2023 |
Sovereign Financial Group Inc. | 33,251 | $1,705 | 03/31/2024 |
IGSB | 33,251 | $1,705 | 03/31/2024 |
WJ Wealth Management LLC | 33,204 | $1,703 | 03/31/2024 |
IGSB | 33,204 | $1,703 | 03/31/2024 |
Rockwood Wealth Management LLC | 33,096 | $1,697 | 03/31/2024 |
IGSB | 33,096 | $1,697 | 03/31/2024 |
Moody National Bank Trust Division | 32,949 | $1,690 | 03/31/2024 |
IGSB | 32,949 | $1,690 | 03/31/2024 |
Cooksen Wealth LLC | 32,815 | $1,683 | 03/31/2024 |
IGSB | 32,815 | $1,683 | 03/31/2024 |
E&G Advisors LP | 32,760 | $1,680 | 03/31/2024 |
IGSB | 32,760 | $1,680 | 03/31/2024 |
Brookstone Capital Management | 32,520 | $1,668 | 03/31/2024 |
IGSB | 32,520 | $1,668 | 03/31/2024 |
1620 Investment Advisors Inc. | 32,428 | $1,663 | 12/31/2023 |
IGSB | 32,428 | $1,663 | 12/31/2023 |
Equita Financial Network Inc. | 32,432 | $1,663 | 12/31/2023 |
IGSB | 32,432 | $1,663 | 12/31/2023 |
Vanguard Group Inc. | 32,330 | $1,658 | 12/31/2023 |
IGSB | 32,330 | $1,658 | 12/31/2023 |
Adviser Investments LLC | 32,188 | $1,650 | 12/31/2023 |
IGSB | 32,188 | $1,650 | 12/31/2023 |
Winthrop Capital Management LLC | 32,000 | $1,641 | 12/31/2023 |
IGSB | 32,000 | $1,641 | 12/31/2023 |
Advisory Services Network LLC | 31,856 | $1,633 | 12/31/2023 |
IGSB | 31,856 | $1,633 | 12/31/2023 |
Compass Ion Advisors LLC | 31,739 | $1,628 | 03/31/2024 |
IGSB | 31,739 | $1,628 | 03/31/2024 |
Cabot Wealth Management Inc. | 31,709 | $1,626 | 12/31/2023 |
IGSB | 31,709 | $1,626 | 12/31/2023 |
Bessemer Group Inc. | 31,664 | $1,624 | 12/31/2023 |
IGSB | 31,664 | $1,624 | 12/31/2023 |
Signet Financial Management LLC | 31,410 | $1,611 | 03/31/2024 |
IGSB | 31,410 | $1,611 | 03/31/2024 |
First Washington CORP | 31,420 | $1,611 | 12/31/2023 |
IGSB | 31,420 | $1,611 | 12/31/2023 |
Peoples Bank OH | 31,262 | $1,603 | 12/31/2023 |
IGSB | 31,262 | $1,603 | 12/31/2023 |
Arrow Financial Corp | 31,083 | $1,594 | 12/31/2023 |
IGSB | 31,083 | $1,594 | 12/31/2023 |
Massmutual Trust Co. FSB ADV | 30,994 | $1,589 | 03/31/2024 |
IGSB | 30,994 | $1,589 | 03/31/2024 |
Simplicity Wealth LLC | 30,847 | $1,582 | 03/31/2024 |
IGSB | 30,847 | $1,582 | 03/31/2024 |
Pinnacle Associates Ltd. | 30,740 | $1,576 | 03/31/2024 |
IGSB | 30,740 | $1,576 | 03/31/2024 |
Calamos Wealth Management LLC | 30,673 | $1,573 | 12/31/2023 |
IGSB | 30,673 | $1,573 | 12/31/2023 |
Spire Wealth Management | 30,580 | $1,568 | 03/31/2024 |
IGSB | 30,580 | $1,568 | 03/31/2024 |
Phoenix Holdings Ltd. | 30,265 | $1,552 | 12/31/2023 |
IGSB | 30,265 | $1,552 | 12/31/2023 |
A. D. Beadell Investment Counsel Inc. | 30,250 | $1,551 | 03/31/2024 |
IGSB | 30,250 | $1,551 | 03/31/2024 |
Beacon Pointe Advisors LLC | 30,074 | $1,542 | 12/31/2023 |
IGSB | 30,074 | $1,542 | 12/31/2023 |
J.W. Cole Advisors Inc. | 29,689 | $1,522 | 12/31/2023 |
IGSB | 29,689 | $1,522 | 12/31/2023 |
Lowe Brockenbrough & Co. Inc. | 29,415 | $1,508 | 12/31/2023 |
IGSB | 29,415 | $1,508 | 12/31/2023 |
Voya Financial Advisors Inc. | 29,119 | $1,492 | 12/31/2023 |
IGSB | 29,119 | $1,492 | 12/31/2023 |
Citadel Advisors LLC | 28,934 | $1,484 | 12/31/2023 |
IGSB | 28,934 | $1,484 | 12/31/2023 |
Bear Mountain Capital Inc. | 29,016 | $1,471 | 03/31/2024 |
IGSB | 29,016 | $1,471 | 03/31/2024 |
Sand Hill Global Advisors LLC | 28,677 | $1,470 | 12/31/2023 |
IGSB | 28,677 | $1,470 | 12/31/2023 |
Catalytic Wealth RIA LLC | 28,603 | $1,467 | 12/31/2023 |
IGSB | 28,603 | $1,467 | 12/31/2023 |
Forum Private Client Group LLC | 28,557 | $1,464 | 12/31/2023 |
IGSB | 28,557 | $1,464 | 12/31/2023 |
Evergreen Capital Management LLC | 28,390 | $1,456 | 12/31/2023 |
IGSB | 28,390 | $1,456 | 12/31/2023 |
Mesirow Financial Investment Management Inc. | 28,358 | $1,454 | 03/31/2024 |
IGSB | 28,358 | $1,454 | 03/31/2024 |
Millennium Management LLC | 28,120 | $1,442 | 12/31/2023 |
IGSB | 28,120 | $1,442 | 12/31/2023 |
Signature Securities Group Corporation | 27,994 | $1,436 | 03/31/2024 |
IGSB | 27,994 | $1,436 | 03/31/2024 |
Chartwell Investment Partners LLC | 27,515 | $1,411 | 12/31/2023 |
IGSB | 27,515 | $1,411 | 12/31/2023 |
Strategic Financial Services Inc | 26,803 | $1,374 | 12/31/2023 |
IGSB | 26,803 | $1,374 | 12/31/2023 |
Peregrine Asset Advisers Inc. | 26,749 | $1,372 | 12/31/2023 |
IGSB | 26,749 | $1,372 | 12/31/2023 |
Ballentine Partners LLC | 26,720 | $1,370 | 03/31/2024 |
IGSB | 26,720 | $1,370 | 03/31/2024 |
FineMark National Bank & Trust | 26,716 | $1,370 | 12/31/2023 |
IGSB | 26,716 | $1,370 | 12/31/2023 |
Ironwood Investment Counsel LLC | 26,581 | $1,363 | 12/31/2023 |
IGSB | 26,581 | $1,363 | 12/31/2023 |
Merit Financial Group LLC | 26,463 | $1,357 | 12/31/2023 |
IGSB | 26,463 | $1,357 | 12/31/2023 |
Northeast Financial Group Inc. | 25,802 | $1,323 | 03/31/2024 |
IGSB | 25,802 | $1,323 | 03/31/2024 |
Aprio Wealth Management LLC | 25,571 | $1,311 | 03/31/2024 |
IGSB | 25,571 | $1,311 | 03/31/2024 |
Peninsula Wealth LLC | 25,349 | $1,300 | 12/31/2023 |
IGSB | 25,349 | $1,300 | 12/31/2023 |
Warren Averett Asset Management LLC | 24,876 | $1,276 | 12/31/2023 |
IGSB | 24,876 | $1,276 | 12/31/2023 |
Baystate Wealth Management LLC | 24,844 | $1,274 | 12/31/2023 |
IGSB | 24,844 | $1,274 | 12/31/2023 |
Ingalls & Snyder LLC | 24,540 | $1,258 | 12/31/2023 |
IGSB | 24,540 | $1,258 | 12/31/2023 |
Godshalk Welsh Capital Management Inc. | $1,258 | 12/31/2023 | |
ETF | 9,100 | $959 | 12/31/2023 |
IGSB | 5,828 | $299 | 12/31/2023 |
Saxon Interests Inc. | 24,273 | $1,245 | 03/31/2024 |
IGSB | 24,273 | $1,245 | 03/31/2024 |
Wulff Hansen & CO. | 23,960 | $1,229 | 12/31/2023 |
IGSB | 23,960 | $1,229 | 12/31/2023 |
Atlantic Edge Private Wealth Management LLC | 23,890 | $1,225 | 12/31/2023 |
IGSB | 23,890 | $1,225 | 12/31/2023 |
Perigon Wealth Management LLC | 23,386 | $1,199 | 12/31/2023 |
IGSB | 23,386 | $1,199 | 12/31/2023 |
Advisor OS LLC | 22,683 | $1,163 | 12/31/2023 |
IGSB | 22,683 | $1,163 | 12/31/2023 |
Kingsview Wealth Management LLC | 22,471 | $1,152 | 12/31/2023 |
IGSB | 22,471 | $1,152 | 12/31/2023 |
Capital Investment Advisors LLC | 22,453 | $1,151 | 03/31/2024 |
IGSB | 22,453 | $1,151 | 03/31/2024 |
CIBC Asset Management Inc | 22,456 | $1,151 | 12/31/2023 |
IGSB | 22,456 | $1,151 | 12/31/2023 |
Laffer Tengler Investments | 22,388 | $1,148 | 12/31/2023 |
IGSB | 22,388 | $1,148 | 12/31/2023 |
Daymark Wealth Partners LLC | 22,370 | $1,147 | 03/31/2024 |
IGSB | 22,370 | $1,147 | 03/31/2024 |
Heritage Wealth Management LLC | 22,314 | $1,144 | 03/31/2024 |
IGSB | 22,314 | $1,144 | 03/31/2024 |
Exchange Bank | 22,116 | $1,134 | 03/31/2024 |
IGSB | 22,116 | $1,134 | 03/31/2024 |
Apollon Wealth Management LLC | 21,903 | $1,123 | 12/31/2023 |
IGSB | 21,903 | $1,123 | 12/31/2023 |
Jmac Enterprises LLC | 21,809 | $1,118 | 12/31/2023 |
IGSB | 21,809 | $1,118 | 12/31/2023 |
Sheets Smith Wealth Management | 21,375 | $1,096 | 12/31/2023 |
IGSB | 21,375 | $1,096 | 12/31/2023 |
Godsey & Gibb Associates | 21,330 | $1,094 | 03/31/2024 |
IGSB | 21,330 | $1,094 | 03/31/2024 |
Norway Savings Bank | 21,233 | $1,089 | 03/31/2024 |
IGSB | 21,233 | $1,089 | 03/31/2024 |
Becker Capital Management Inc. | 20,918 | $1,073 | 12/31/2023 |
IGSB | 20,918 | $1,073 | 12/31/2023 |
Orion Portfolio Solutions LLC | 20,902 | $1,069 | 12/31/2023 |
IGSB | 20,902 | $1,069 | 12/31/2023 |
Grand Wealth Management LLC | 20,657 | $1,059 | 12/31/2023 |
IGSB | 20,657 | $1,059 | 12/31/2023 |
Strategy Asset Managers LLC | 20,612 | $1,057 | 03/31/2024 |
IGSB | 20,612 | $1,057 | 03/31/2024 |
Dana Investment Advisors Inc. | 20,543 | $1,053 | 12/31/2023 |
IGSB | 20,543 | $1,053 | 12/31/2023 |
Stelac Advisory Services LLC | 20,511 | $1,051 | 12/31/2023 |
IGSB | 20,511 | $1,051 | 12/31/2023 |
Kanawha Capital Management LLC | 20,225 | $1,037 | 12/31/2023 |
IGSB | 20,225 | $1,037 | 12/31/2023 |
M Holdings Securities Inc. | 20,119 | $1,032 | 12/31/2023 |
IGSB | 20,119 | $1,032 | 12/31/2023 |
Lewis Asset Management LLC | 20,135 | $1,032 | 12/31/2023 |
IGSB | 20,135 | $1,032 | 12/31/2023 |
Acorn Financial Advisory Services Inc. ADV | 20,172 | $1,029 | 12/31/2023 |
IGSB | 20,172 | $1,029 | 12/31/2023 |
Zacks Investment Management | 20,068 | $1,029 | 12/31/2023 |
IGSB | 20,068 | $1,029 | 12/31/2023 |
Synovus Financial Corp | 20,022 | $1,027 | 12/31/2023 |
IGSB | 20,022 | $1,027 | 12/31/2023 |
Naples Global Advisors LLC | 20,011 | $1,026 | 12/31/2023 |
IGSB | 20,011 | $1,026 | 12/31/2023 |
Red Cedar Investment Management LLC | 19,907 | $1,021 | 03/31/2024 |
IGSB | 19,907 | $1,021 | 03/31/2024 |
Family Asset Management LLC | 19,876 | $1,019 | 12/31/2023 |
IGSB | 19,876 | $1,019 | 12/31/2023 |
Rockbridge Investment Management LCC | 19,784 | $1,014 | 12/31/2023 |
IGSB | 19,784 | $1,014 | 12/31/2023 |
Arkadios Wealth Advisors | 19,580 | $1,004 | 12/31/2023 |
IGSB | 19,580 | $1,004 | 12/31/2023 |
Quantitative Strategies Inc. | 19,367 | $993 | 12/31/2023 |
IGSB | 19,367 | $993 | 12/31/2023 |
Charles Schwab Investment Advisory Inc. | 19,253 | $987 | 12/31/2023 |
IGSB | 19,253 | $987 | 12/31/2023 |
Dohj LLC | 19,214 | $985 | 03/31/2024 |
IGSB | 19,214 | $985 | 03/31/2024 |
Schechter Investment Advisors LLC | 19,210 | $985 | 12/31/2023 |
IGSB | 19,210 | $985 | 12/31/2023 |
SageView Advisory Group LLC | 18,766 | $963 | 12/31/2023 |
IGSB | 18,766 | $963 | 12/31/2023 |
FinTrust Capital Advisors LLC | 18,373 | $942 | 12/31/2023 |
IGSB | 18,373 | $942 | 12/31/2023 |
SkyOak Wealth LLC | 18,300 | $938 | 12/31/2023 |
IGSB | 18,300 | $938 | 12/31/2023 |
American Institute for Advanced Investment Management LLP | 18,076 | $927 | 03/31/2024 |
IGSB | 18,076 | $927 | 03/31/2024 |
Summit Financial LLC | 17,960 | $921 | 03/31/2024 |
IGSB | 17,960 | $921 | 03/31/2024 |
Eagle Asset Management Inc. | 17,961 | $921 | 12/31/2023 |
IGSB | 17,961 | $921 | 12/31/2023 |
White Lighthouse Investment Management Inc. | 17,851 | $915 | 12/31/2023 |
IGSB | 17,851 | $915 | 12/31/2023 |
Family Capital Trust Co | 17,719 | $908 | 03/31/2024 |
IGSB | 17,719 | $908 | 03/31/2024 |
Fonville Wealth Management LLC | 17,575 | $901 | 03/31/2024 |
IGSB | 17,575 | $901 | 03/31/2024 |
Cresset Asset Management LLC | 17,425 | $893 | 12/31/2023 |
IGSB | 17,425 | $893 | 12/31/2023 |
AlTi Global Inc. | 17,300 | $887 | 12/31/2023 |
IGSB | 17,300 | $887 | 12/31/2023 |
Sawtooth Solutions LLC | 17,134 | $879 | 12/31/2023 |
IGSB | 17,134 | $879 | 12/31/2023 |
IFG Advisory LLC | 17,103 | $877 | 12/31/2023 |
IGSB | 17,103 | $877 | 12/31/2023 |
Meitav Dash Investments Ltd. | 17,034 | $873 | 12/31/2023 |
IGSB | 17,034 | $873 | 12/31/2023 |
Stonebridge Capital Advisors LLC | 16,942 | $869 | 12/31/2023 |
IGSB | 16,942 | $869 | 12/31/2023 |
Banque Cantonale Vaudoise | 16,925 | $868 | 03/31/2024 |
IGSB | 16,925 | $868 | 03/31/2024 |
Mmbg Investment Advisors CO. | 16,642 | $853 | 12/31/2023 |
IGSB | 16,642 | $853 | 12/31/2023 |
Verum Partners LLC | 16,610 | $852 | 03/31/2024 |
IGSB | 16,610 | $852 | 03/31/2024 |
Beaumont Financial Advisors LLC | 16,581 | $850 | 12/31/2023 |
IGSB | 16,581 | $850 | 12/31/2023 |
NBC Securities Inc. | 16,217 | $831 | 03/31/2024 |
IGSB | 16,217 | $831 | 03/31/2024 |
Harbour Investments Inc. | 15,922 | $816 | 12/31/2023 |
IGSB | 15,922 | $816 | 12/31/2023 |
Smartleaf Asset Management LLC | 15,841 | $812 | 12/31/2023 |
IGSB | 15,841 | $812 | 12/31/2023 |
Grey Fox Wealth Advisors LLC | 15,824 | $811 | 03/31/2024 |
IGSB | 15,824 | $811 | 03/31/2024 |
Keeley Teton Advisors LLC | 15,797 | $810 | 12/31/2023 |
IGSB | 15,797 | $810 | 12/31/2023 |
My Legacy Advisors LLC | 15,671 | $804 | 12/31/2023 |
IGSB | 15,671 | $804 | 12/31/2023 |
Rehmann Capital Advisory Group | 15,544 | $797 | 12/31/2023 |
IGSB | 15,544 | $797 | 12/31/2023 |
Verdence Capital Advisors LLC | 15,515 | $796 | 03/31/2024 |
IGSB | 15,515 | $796 | 03/31/2024 |
Cardinal Capital Management | 15,340 | $787 | 03/31/2024 |
IGSB | 15,340 | $787 | 03/31/2024 |
Meeder Advisory Services Inc. | 15,349 | $787 | 12/31/2023 |
IGSB | 15,349 | $787 | 12/31/2023 |
Hudson Portfolio Management LLC | 15,112 | $775 | 12/31/2023 |
IGSB | 15,112 | $775 | 12/31/2023 |
Eqis Capital Management Inc. | 15,039 | $771 | 12/31/2023 |
IGSB | 15,039 | $771 | 12/31/2023 |
Pekin Hardy Strauss Inc. | 15,015 | $770 | 12/31/2023 |
IGSB | 15,015 | $770 | 12/31/2023 |
Fort Washington Investment Advisors Inc. OH | 14,560 | $747 | 03/31/2024 |
IGSB | 14,560 | $747 | 03/31/2024 |
GFG Capital LLC | 14,372 | $737 | 12/31/2023 |
IGSB | 14,372 | $737 | 12/31/2023 |
Wilbanks Smith & Thomas Asset Management LLC | 14,346 | $736 | 12/31/2023 |
IGSB | 14,346 | $736 | 12/31/2023 |
Keel Point LLC | 14,342 | $735 | 03/31/2024 |
IGSB | 14,342 | $735 | 03/31/2024 |
Headlands Technologies LLC | 14,287 | $733 | 12/31/2023 |
IGSB | 14,287 | $733 | 12/31/2023 |
New Potomac Partners LLC | 14,114 | $724 | 12/31/2023 |
IGSB | 14,114 | $724 | 12/31/2023 |
First Horizon Advisors Inc. | 14,073 | $722 | 03/31/2024 |
IGSB | 14,073 | $722 | 03/31/2024 |
Creekmur Asset Management LLC | 14,045 | $720 | 12/31/2023 |
IGSB | 14,045 | $720 | 12/31/2023 |
Ameritas Advisory Services LLC | 14,020 | $719 | 12/31/2023 |
IGSB | 14,020 | $719 | 12/31/2023 |
MBL Wealth LLC | 14,010 | $718 | 03/31/2024 |
IGSB | 14,010 | $718 | 03/31/2024 |
Sunburst Financial Group LLC | 14,057 | $717 | 03/31/2024 |
IGSB | 14,057 | $717 | 03/31/2024 |
National Asset Management Inc. | 13,927 | $714 | 12/31/2023 |
IGSB | 13,927 | $714 | 12/31/2023 |
Principal Securities Inc. | 13,878 | $712 | 12/31/2023 |
IGSB | 13,878 | $712 | 12/31/2023 |
Stonehage Fleming Financial Services Holdings Ltd | 13,848 | $710 | 12/31/2023 |
IGSB | 13,848 | $710 | 12/31/2023 |
Acorn Wealth Advisors LLC | 13,712 | $703 | 03/31/2024 |
IGSB | 13,712 | $703 | 03/31/2024 |
Banco Santander S.A. | 13,714 | $703 | 12/31/2023 |
IGSB | 13,714 | $703 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 13,694 | $702 | 12/31/2023 |
IGSB | 13,694 | $702 | 12/31/2023 |
LaFleur & Godfrey LLC | 13,655 | $700 | 03/31/2024 |
IGSB | 13,655 | $700 | 03/31/2024 |
ARK & TLK Investments LLC | 13,629 | $699 | 12/31/2023 |
IGSB | 13,629 | $699 | 12/31/2023 |
Wealthsource Partners LLC | 13,494 | $692 | 12/31/2023 |
IGSB | 13,494 | $692 | 12/31/2023 |
First Personal Financial Services | 13,462 | $690 | 03/31/2024 |
IGSB | 13,462 | $690 | 03/31/2024 |
Shared Vision Wealth Group LLC | 13,451 | $690 | 12/31/2023 |
IGSB | 13,451 | $690 | 12/31/2023 |
American Financial Advisors LLC | 13,162 | $675 | 03/31/2024 |
IGSB | 13,162 | $675 | 03/31/2024 |
Wedbush Securities Inc. | 13,157 | $675 | 12/31/2023 |
IGSB | 13,157 | $675 | 12/31/2023 |
Stratos Wealth Partners LTD. | 13,136 | $674 | 03/31/2024 |
IGSB | 13,136 | $674 | 03/31/2024 |
Phillips Financial Management LLC | 12,870 | $660 | 03/31/2024 |
IGSB | 12,870 | $660 | 03/31/2024 |
BlueChip Wealth Advisors LLC | 12,740 | $653 | 12/31/2023 |
IGSB | 12,740 | $653 | 12/31/2023 |
Bulltick Wealth Management LLC | 12,710 | $652 | 12/31/2023 |
IGSB | 12,710 | $652 | 12/31/2023 |
Grimes & Company Inc. | 12,671 | $650 | 03/31/2024 |
IGSB | 12,671 | $650 | 03/31/2024 |
Pensionmark Financial Group LLC | 12,571 | $645 | 12/31/2023 |
IGSB | 12,571 | $645 | 12/31/2023 |
Plancorp LLC | 12,355 | $634 | 12/31/2023 |
IGSB | 12,355 | $634 | 12/31/2023 |
Kovitz Investment Group Partners LLC | 12,335 | $632 | 12/31/2023 |
IGSB | 12,335 | $632 | 12/31/2023 |
IHT Wealth Management LLC | 12,279 | $630 | 12/31/2023 |
IGSB | 12,279 | $630 | 12/31/2023 |
FourThought Financial Partners LLC | 12,189 | $625 | 12/31/2023 |
IGSB | 12,189 | $625 | 12/31/2023 |
Wade G W & Inc. | 12,112 | $621 | 12/31/2023 |
IGSB | 12,112 | $621 | 12/31/2023 |
Criterion Capital Advisors LLC | 11,970 | $614 | 03/31/2024 |
IGSB | 11,970 | $614 | 03/31/2024 |
Beverly Hills Private Wealth LLC | 11,937 | $612 | 12/31/2023 |
IGSB | 11,937 | $612 | 12/31/2023 |
Kingdom Financial Group LLC. | 11,921 | $611 | 12/31/2023 |
IGSB | 11,921 | $611 | 12/31/2023 |
Legacy Bridge LLC | 11,870 | $609 | 03/31/2024 |
IGSB | 11,870 | $609 | 03/31/2024 |
D.A. Davidson & CO. | 11,861 | $608 | 12/31/2023 |
IGSB | 11,861 | $608 | 12/31/2023 |
Wealth Advisory Solutions LLC | 11,798 | $605 | 03/31/2024 |
IGSB | 11,798 | $605 | 03/31/2024 |
SlateStone Wealth LLC | 11,535 | $592 | 03/31/2024 |
IGSB | 11,535 | $592 | 03/31/2024 |
Fisher Asset Management LLC | 11,504 | $590 | 12/31/2023 |
IGSB | 11,504 | $590 | 12/31/2023 |
Capital Advisors Wealth Management LLC | 11,277 | $578 | 03/31/2024 |
IGSB | 11,277 | $578 | 03/31/2024 |
WMS Partners LLC | 11,224 | $576 | 12/31/2023 |
IGSB | 11,224 | $576 | 12/31/2023 |
Paradigm Financial Partners LLC | 11,167 | $573 | 12/31/2023 |
IGSB | 11,167 | $573 | 12/31/2023 |
Northern Oak Wealth Management Inc. | 11,123 | $570 | 12/31/2023 |
IGSB | 11,123 | $570 | 12/31/2023 |
JGP Wealth Management LLC | 11,009 | $565 | 03/31/2024 |
IGSB | 11,009 | $565 | 03/31/2024 |
Kestra Private Wealth Services LLC | 10,972 | $563 | 12/31/2023 |
IGSB | 10,972 | $563 | 12/31/2023 |
Cherry Tree Wealth Management LLC | 10,957 | $562 | 12/31/2023 |
IGSB | 10,957 | $562 | 12/31/2023 |
Peloton Wealth Strategists | 10,896 | $559 | 12/31/2023 |
IGSB | 10,896 | $559 | 12/31/2023 |
Cardiff Park Advisors LLC | 10,905 | $559 | 12/31/2023 |
IGSB | 10,905 | $559 | 12/31/2023 |
Global Retirement Partners LLC | 10,659 | $547 | 03/31/2024 |
IGSB | 10,659 | $547 | 03/31/2024 |
National Bank of Canada FI | 10,599 | $542 | 12/31/2023 |
IGSB | 10,599 | $542 | 12/31/2023 |
Mount Lucas Management LP | 10,552 | $541 | 12/31/2023 |
IGSB | 10,552 | $541 | 12/31/2023 |
Sachetta LLC | 10,520 | $539 | 12/31/2023 |
IGSB | 10,520 | $539 | 12/31/2023 |
First United Bank Trust | 10,482 | $537 | 12/31/2023 |
IGSB | 10,482 | $537 | 12/31/2023 |
SMH Capital Advisors Inc. | 10,353 | $531 | 12/31/2023 |
IGSB | 10,353 | $531 | 12/31/2023 |
Octavia Wealth Advisors LLC | 10,230 | $525 | 03/31/2024 |
IGSB | 10,230 | $525 | 03/31/2024 |
Disciplined Investments LLC | 10,173 | $522 | 03/31/2024 |
IGSB | 10,173 | $522 | 03/31/2024 |
Townsquare Capital LLC | 10,161 | $521 | 12/31/2023 |
IGSB | 10,161 | $521 | 12/31/2023 |
Regal Investment Advisors LLC | 9,978 | $512 | 12/31/2023 |
IGSB | 9,978 | $512 | 12/31/2023 |
Mayflower Financial Advisors LLC | 9,930 | $509 | 12/31/2023 |
IGSB | 9,930 | $509 | 12/31/2023 |
Cascade Wealth Advisors Inc | 10,000 | $508 | 03/31/2024 |
IGSB | 10,000 | $508 | 03/31/2024 |
U.S. Capital Wealth Advisors LLC | 9,916 | $508 | 12/31/2023 |
IGSB | 9,916 | $508 | 12/31/2023 |
RFG Advisory LLC | 9,834 | $504 | 03/31/2024 |
IGSB | 9,834 | $504 | 03/31/2024 |
First Hawaiian Bank | 9,785 | $502 | 03/31/2024 |
IGSB | 9,785 | $502 | 03/31/2024 |
Level Four Advisory Services LLC | 9,785 | $502 | 12/31/2023 |
IGSB | 9,785 | $502 | 12/31/2023 |
Financial Counselors Inc. | 9,767 | $501 | 12/31/2023 |
IGSB | 9,767 | $501 | 12/31/2023 |
Capital Analysts LLC | 9,774 | $501 | 12/31/2023 |
IGSB | 9,774 | $501 | 12/31/2023 |
Able Wealth Management LLC | 9,648 | $495 | 12/31/2023 |
IGSB | 9,648 | $495 | 12/31/2023 |
Ramsay Stattman Vela & Price Inc. | 9,625 | $494 | 12/31/2023 |
IGSB | 9,625 | $494 | 12/31/2023 |
Wambolt & Associates LLC | 9,616 | $493 | 12/31/2023 |
IGSB | 9,616 | $493 | 12/31/2023 |
Client 1ST Advisory Group LLC | 9,595 | $492 | 12/31/2023 |
IGSB | 9,595 | $492 | 12/31/2023 |
AllSquare Wealth Management LLC | 9,568 | $491 | 12/31/2023 |
IGSB | 9,568 | $491 | 12/31/2023 |
Continuum Advisory LLC | 9,457 | $485 | 12/31/2023 |
IGSB | 9,457 | $485 | 12/31/2023 |
Janney Capital Management LLC | 9,416 | $483 | 12/31/2023 |
IGSB | 9,416 | $483 | 12/31/2023 |
Waterloo Capital L.P. | 9,427 | $483 | 12/31/2023 |
IGSB | 9,427 | $483 | 12/31/2023 |
CIBC World Markets Inc. | 9,400 | $482 | 12/31/2023 |
IGSB | 9,400 | $482 | 12/31/2023 |
Kingswood Wealth Advisors LLC | 9,365 | $480 | 03/31/2024 |
IGSB | 9,365 | $480 | 03/31/2024 |
Boston Family Office LLC | 9,334 | $479 | 12/31/2023 |
IGSB | 9,334 | $479 | 12/31/2023 |
Grove Bank & Trust | 9,307 | $477 | 12/31/2023 |
IGSB | 9,307 | $477 | 12/31/2023 |
Geneos Wealth Management Inc. | 9,256 | $475 | 12/31/2023 |
IGSB | 9,256 | $475 | 12/31/2023 |
Astor Investment Management LLC | 9,181 | $471 | 12/31/2023 |
IGSB | 9,181 | $471 | 12/31/2023 |
Brady Family Wealth LLC | 9,189 | $471 | 12/31/2023 |
IGSB | 9,189 | $471 | 12/31/2023 |
Union Savings Bank | 9,115 | $467 | 12/31/2023 |
IGSB | 9,115 | $467 | 12/31/2023 |
Successful Portfolios LLC | 9,081 | $466 | 03/31/2024 |
IGSB | 9,081 | $466 | 03/31/2024 |
Cypress Capital Group | 9,085 | $466 | 12/31/2023 |
IGSB | 9,085 | $466 | 12/31/2023 |
Brighton Jones LLC | 9,075 | $465 | 12/31/2023 |
IGSB | 9,075 | $465 | 12/31/2023 |
Cornerstone Wealth Group LLC | 8,941 | $458 | 03/31/2024 |
IGSB | 8,941 | $458 | 03/31/2024 |
Bank Hapoalim BM | 8,853 | $454 | 12/31/2023 |
IGSB | 8,853 | $454 | 12/31/2023 |
Whittier Trust Co. of Nevada Inc. | 8,860 | $454 | 12/31/2023 |
IGSB | 8,860 | $454 | 12/31/2023 |
NewEdge Wealth LLC | 8,818 | $452 | 12/31/2023 |
IGSB | 8,818 | $452 | 12/31/2023 |
TFB Advisors LLC | 8,817 | $452 | 12/31/2023 |
IGSB | 8,817 | $452 | 12/31/2023 |
Meridian Investment Counsel Inc. | 8,800 | $451 | 12/31/2023 |
IGSB | 8,800 | $451 | 12/31/2023 |
Truefg LLC | 8,686 | $445 | 03/31/2024 |
IGSB | 8,686 | $445 | 03/31/2024 |
Panoramic Investment Advisors LLC | 8,686 | $445 | 03/31/2024 |
IGSB | 8,686 | $445 | 03/31/2024 |
Mesirow Financial Investment Management Equity Management | 8,404 | $431 | 12/31/2023 |
IGSB | 8,404 | $431 | 12/31/2023 |
Koshinski Asset Management Inc. | 8,378 | $430 | 12/31/2023 |
IGSB | 8,378 | $430 | 12/31/2023 |
Corepath Wealth Partners LLC | 8,247 | $421 | 12/31/2023 |
IGSB | 8,247 | $421 | 12/31/2023 |
Beaird Harris Wealth Management LLC | 8,153 | $418 | 12/31/2023 |
IGSB | 8,153 | $418 | 12/31/2023 |
Relyea Zuckerberg Hanson LLC | 8,136 | $417 | 03/31/2024 |
IGSB | 8,136 | $417 | 03/31/2024 |
Hexagon Capital Partners LLC | 8,124 | $417 | 03/31/2024 |
IGSB | 8,124 | $417 | 03/31/2024 |
Advisory Research Inc. | 8,065 | $414 | 12/31/2023 |
IGSB | 8,065 | $414 | 12/31/2023 |
Congress Wealth Management LLC DE | 8,035 | $412 | 03/31/2024 |
IGSB | 8,035 | $412 | 03/31/2024 |
Cito Capital Group LLC | 8,000 | $410 | 12/31/2023 |
IGSB | 8,000 | $410 | 12/31/2023 |
Windsor Advisory Group LLC | 7,985 | $409 | 12/31/2023 |
IGSB | 7,985 | $409 | 12/31/2023 |
Boyd Watterson Asset Management LLC OH | 7,956 | $408 | 12/31/2023 |
IGSB | 7,956 | $408 | 12/31/2023 |
Fermata Advisors LLC | 7,929 | $407 | 03/31/2024 |
IGSB | 7,929 | $407 | 03/31/2024 |
Buckingham Strategic Partners | 7,912 | $406 | 12/31/2023 |
IGSB | 7,912 | $406 | 12/31/2023 |
Ameritas Investment Partners Inc. | 7,871 | $404 | 12/31/2023 |
IGSB | 7,871 | $404 | 12/31/2023 |
Ausdal Financial Partners Inc. | 7,793 | $400 | 03/31/2024 |
IGSB | 7,793 | $400 | 03/31/2024 |
Cyndeo Wealth Partners LLC | 7,772 | $399 | 03/31/2024 |
IGSB | 7,772 | $399 | 03/31/2024 |
Concurrent Investment Advisors LLC | 7,748 | $397 | 12/31/2023 |
IGSB | 7,748 | $397 | 12/31/2023 |
Nomura Asset Management Co. Ltd. | 7,700 | $395 | 12/31/2023 |
IGSB | 7,700 | $395 | 12/31/2023 |
Parsons Capital Management Inc. RI | 7,567 | $388 | 03/31/2024 |
IGSB | 7,567 | $388 | 03/31/2024 |
Exencial Wealth Advisors LLC | 7,538 | $387 | 12/31/2023 |
IGSB | 7,538 | $387 | 12/31/2023 |
Oxinas Partners Wealth Management LLC | 7,506 | $385 | 03/31/2024 |
IGSB | 7,506 | $385 | 03/31/2024 |
Squarepoint Ops LLC | 7,500 | $385 | 12/31/2023 |
IGSB | 7,500 | $385 | 12/31/2023 |
Garrett Investment Advisors LLC | 7,389 | $379 | 03/31/2024 |
IGSB | 7,389 | $379 | 03/31/2024 |
Arete Wealth Advisors LLC | 7,358 | $377 | 12/31/2023 |
IGSB | 7,358 | $377 | 12/31/2023 |
Capital Asset Advisory Services LLC | 7,349 | $375 | 03/31/2024 |
IGSB | 7,349 | $375 | 03/31/2024 |
Monticello Wealth Management LLC | 7,309 | $375 | 03/31/2024 |
IGSB | 7,309 | $375 | 03/31/2024 |
West Michigan Advisors LLC | 7,305 | $375 | 12/31/2023 |
IGSB | 7,305 | $375 | 12/31/2023 |
Vermillion & White Wealth Management Group LLC | 7,284 | $373 | 12/31/2023 |
IGSB | 7,284 | $373 | 12/31/2023 |
High Falls Advisors Inc | 7,251 | $372 | 12/31/2023 |
IGSB | 7,251 | $372 | 12/31/2023 |
Csenge Advisory Group | 7,239 | $371 | 12/31/2023 |
IGSB | 7,239 | $371 | 12/31/2023 |
Sunflower Bank N.A. | 7,180 | $368 | 03/31/2024 |
IGSB | 7,180 | $368 | 03/31/2024 |
Howard Wealth Management LLC | 7,159 | $367 | 12/31/2023 |
IGSB | 7,159 | $367 | 12/31/2023 |
Equitable Holdings Inc. | 7,147 | $366 | 12/31/2023 |
IGSB | 7,147 | $366 | 12/31/2023 |
Clearbridge Investments LLC | 7,119 | $365 | 12/31/2023 |
IGSB | 7,119 | $365 | 12/31/2023 |
CFM Wealth Partners LLC | 7,042 | $361 | 03/31/2024 |
IGSB | 7,042 | $361 | 03/31/2024 |
Centaurus Financial Inc. | 6,953 | $357 | 12/31/2023 |
IGSB | 6,953 | $357 | 12/31/2023 |
Commerce Bank | 6,920 | $355 | 12/31/2023 |
IGSB | 6,920 | $355 | 12/31/2023 |
Empower Advisory Group LLC | 6,922 | $355 | 12/31/2023 |
IGSB | 6,922 | $355 | 12/31/2023 |
Seelaus Asset Management LLC | 6,898 | $354 | 12/31/2023 |
IGSB | 6,898 | $354 | 12/31/2023 |
4J Wealth Management LLC | 6,876 | $353 | 03/31/2024 |
IGSB | 6,876 | $353 | 03/31/2024 |
Elevated Capital Advisors LLC | 6,851 | $351 | 03/31/2024 |
IGSB | 6,851 | $351 | 03/31/2024 |
CIBC Private Wealth Group LLC | 6,841 | $351 | 12/31/2023 |
IGSB | 6,841 | $351 | 12/31/2023 |
Atticus Wealth Management LLC | 6,739 | $346 | 03/31/2024 |
IGSB | 6,739 | $346 | 03/31/2024 |
Cottage Street Advisors LLC | 6,670 | $342 | 03/31/2024 |
IGSB | 6,670 | $342 | 03/31/2024 |
EverSource Wealth Advisors LLC | 6,669 | $342 | 12/31/2023 |
IGSB | 6,669 | $342 | 12/31/2023 |
Garrison Point Advisors LLC | 6,630 | $340 | 12/31/2023 |
IGSB | 6,630 | $340 | 12/31/2023 |
Sound View Wealth Advisors Group LLC | 6,639 | $340 | 12/31/2023 |
IGSB | 6,639 | $340 | 12/31/2023 |
Seascape Capital Management | 6,600 | $338 | 12/31/2023 |
IGSB | 6,600 | $338 | 12/31/2023 |
WealthPLAN Partners LLC | 6,572 | $337 | 12/31/2023 |
IGSB | 6,572 | $337 | 12/31/2023 |
Argent Trust Co | 6,530 | $335 | 12/31/2023 |
IGSB | 6,530 | $335 | 12/31/2023 |
Visionary Wealth Advisors | 6,524 | $335 | 12/31/2023 |
IGSB | 6,524 | $335 | 12/31/2023 |
Greytown Advisors Inc. | 6,407 | $329 | 12/31/2023 |
IGSB | 6,407 | $329 | 12/31/2023 |
Fiduciary Alliance LLC | 6,439 | $328 | 03/31/2024 |
IGSB | 6,439 | $328 | 03/31/2024 |
J. L. Bainbridge & Co. Inc. | 6,388 | $328 | 12/31/2023 |
IGSB | 6,388 | $328 | 12/31/2023 |
Sequoia Financial Advisors LLC | 6,357 | $326 | 12/31/2023 |
IGSB | 6,357 | $326 | 12/31/2023 |
Townsend & Associates Inc | 6,334 | $322 | 03/31/2024 |
IGSB | 6,334 | $322 | 03/31/2024 |
Lido Advisors LLC | 6,240 | $320 | 12/31/2023 |
IGSB | 6,240 | $320 | 12/31/2023 |
Savvy Advisors Inc. | 6,216 | $319 | 12/31/2023 |
IGSB | 6,216 | $319 | 12/31/2023 |
Plimoth Trust Co. LLC | 6,197 | $318 | 03/31/2024 |
IGSB | 6,197 | $318 | 03/31/2024 |
First Manhattan Co. | 6,196 | $318 | 12/31/2023 |
IGSB | 6,196 | $318 | 12/31/2023 |
We Are One Seven LLC | 6,127 | $314 | 12/31/2023 |
IGSB | 6,127 | $314 | 12/31/2023 |
M&R Capital Management Inc. | 6,100 | $313 | 03/31/2024 |
IGSB | 6,100 | $313 | 03/31/2024 |
Capasso Planning Partners LLC | 6,105 | $313 | 03/31/2024 |
IGSB | 6,105 | $313 | 03/31/2024 |
Patten Group Inc. | 6,071 | $311 | 03/31/2024 |
IGSB | 6,071 | $311 | 03/31/2024 |
Mayport LLC | 6,039 | $310 | 03/31/2024 |
IGSB | 6,039 | $310 | 03/31/2024 |
Avaii Wealth Management LLC | 6,046 | $310 | 12/31/2023 |
IGSB | 6,046 | $310 | 12/31/2023 |
McGlone Suttner Wealth Management Inc. | 5,977 | $306 | 03/31/2024 |
IGSB | 5,977 | $306 | 03/31/2024 |
Guardian Wealth Advisors LLC | 5,945 | $305 | 12/31/2023 |
IGSB | 5,945 | $305 | 12/31/2023 |
Integrated Investment Consultants LLC | 5,880 | $302 | 03/31/2024 |
IGSB | 5,880 | $302 | 03/31/2024 |
Hoxton Planning & Management LLC | 5,816 | $298 | 03/31/2024 |
IGSB | 5,816 | $298 | 03/31/2024 |
Dorsey & Whitney Trust CO LLC | 5,800 | $297 | 12/31/2023 |
IGSB | 5,800 | $297 | 12/31/2023 |
Swmg LLC | 5,656 | $290 | 12/31/2023 |
IGSB | 5,656 | $290 | 12/31/2023 |
Woodward Diversified Capital LLC | 5,603 | $287 | 12/31/2023 |
IGSB | 5,603 | $287 | 12/31/2023 |
Curtis Advisory Group LLC | 5,575 | $286 | 12/31/2023 |
IGSB | 5,575 | $286 | 12/31/2023 |
Aspiriant LLC | 5,562 | $285 | 03/31/2024 |
IGSB | 5,562 | $285 | 03/31/2024 |
McAdam LLC | 5,560 | $285 | 03/31/2024 |
IGSB | 5,560 | $285 | 03/31/2024 |
Strategic Financial Concepts LLC | 5,510 | $283 | 03/31/2024 |
IGSB | 5,510 | $283 | 03/31/2024 |
Autumn Glory Partners LLC | 5,485 | $281 | 12/31/2023 |
IGSB | 5,485 | $281 | 12/31/2023 |
Colonial Trust Co SC | 5,483 | $281 | 12/31/2023 |
IGSB | 5,483 | $281 | 12/31/2023 |
First Affirmative Financial Network | 5,468 | $280 | 03/31/2024 |
IGSB | 5,468 | $280 | 03/31/2024 |
Glass Jacobson Investment Advisors llc | 5,436 | $279 | 03/31/2024 |
IGSB | 5,436 | $279 | 03/31/2024 |
Evercore Wealth Management LLC | 5,342 | $274 | 12/31/2023 |
IGSB | 5,342 | $274 | 12/31/2023 |
Davidson Investment Advisors | 5,329 | $273 | 12/31/2023 |
IGSB | 5,329 | $273 | 12/31/2023 |
Waters Parkerson & CO. LLC | 5,320 | $273 | 12/31/2023 |
IGSB | 5,320 | $273 | 12/31/2023 |
Pinnacle Wealth Management Advisory Group LLC | 5,303 | $272 | 12/31/2023 |
IGSB | 5,303 | $272 | 12/31/2023 |
Van Cleef Asset Management Inc | 5,250 | $269 | 12/31/2023 |
IGSB | 5,250 | $269 | 12/31/2023 |
Ignite Planners LLC | 5,251 | $268 | 03/31/2024 |
IGSB | 5,251 | $268 | 03/31/2024 |
WESPAC Advisors SoCal LLC | 5,155 | $264 | 03/31/2024 |
IGSB | 5,155 | $264 | 03/31/2024 |
Centurion Wealth Management LLC | 5,147 | $264 | 12/31/2023 |
IGSB | 5,147 | $264 | 12/31/2023 |
Fiera Capital Corp | 5,134 | $263 | 12/31/2023 |
IGSB | 5,134 | $263 | 12/31/2023 |
Evanson Asset Management LLC | 5,023 | $258 | 03/31/2024 |
IGSB | 5,023 | $258 | 03/31/2024 |
Buckingham Strategic Wealth LLC | 5,027 | $258 | 12/31/2023 |
IGSB | 5,027 | $258 | 12/31/2023 |
Allie Family Office LLC | 5,040 | $258 | 12/31/2023 |
IGSB | 5,040 | $258 | 12/31/2023 |
Black Maple Capital Management LP | 5,000 | $256 | 12/31/2023 |
IGSB | 5,000 | $256 | 12/31/2023 |
Change Path LLC | 4,987 | $256 | 12/31/2023 |
IGSB | 4,987 | $256 | 12/31/2023 |
Clifford Swan Investment Counsel LLC | 4,930 | $253 | 03/31/2024 |
IGSB | 4,930 | $253 | 03/31/2024 |
Private Wealth Group LLC | 4,910 | $252 | 03/31/2024 |
IGSB | 4,910 | $252 | 03/31/2024 |
Sunbelt Securities Inc. | 4,887 | $251 | 03/31/2024 |
IGSB | 4,887 | $251 | 03/31/2024 |
Brooklyn FI LLC | 4,856 | $249 | 03/31/2024 |
IGSB | 4,856 | $249 | 03/31/2024 |
Rede Wealth LLC | 4,857 | $249 | 12/31/2023 |
IGSB | 4,857 | $249 | 12/31/2023 |
Icon Wealth Advisors LLC | 4,857 | $249 | 12/31/2023 |
IGSB | 4,857 | $249 | 12/31/2023 |
Legacy Capital Group California Inc. | 4,821 | $247 | 12/31/2023 |
IGSB | 4,821 | $247 | 12/31/2023 |
1492 Capital Management LLC | 4,797 | $246 | 12/31/2023 |
IGSB | 4,797 | $246 | 12/31/2023 |
Aviance Capital Partners LLC | 4,772 | $245 | 03/31/2024 |
IGSB | 4,772 | $245 | 03/31/2024 |
Middleton & Co Inc MA | 4,766 | $244 | 12/31/2023 |
IGSB | 4,766 | $244 | 12/31/2023 |
C2C Wealth Management LLC | 4,752 | $244 | 12/31/2023 |
IGSB | 4,752 | $244 | 12/31/2023 |
Retirement Group LLC | 4,710 | $241 | 12/31/2023 |
IGSB | 4,710 | $241 | 12/31/2023 |
Mather Group LLC. | 4,676 | $240 | 03/31/2024 |
IGSB | 4,676 | $240 | 03/31/2024 |
Seamount Financial Group Inc. | 4,611 | $236 | 03/31/2024 |
IGSB | 4,611 | $236 | 03/31/2024 |
TD Capital Management LLC | 4,610 | $236 | 12/31/2023 |
IGSB | 4,610 | $236 | 12/31/2023 |
OLD National Bancorp IN | 4,584 | $235 | 03/31/2024 |
IGSB | 4,584 | $235 | 03/31/2024 |
Custom Index Systems LLC | 4,525 | $232 | 12/31/2023 |
IGSB | 4,525 | $232 | 12/31/2023 |
Regatta Capital Group LLC | 4,500 | $231 | 03/31/2024 |
IGSB | 4,500 | $231 | 03/31/2024 |
Wetherby Asset Management Inc. | 4,508 | $231 | 12/31/2023 |
IGSB | 4,508 | $231 | 12/31/2023 |
Horan Securities Inc. | 4,505 | $231 | 12/31/2023 |
IGSB | 4,505 | $231 | 12/31/2023 |
Foundations Investment Advisors LLC | 4,494 | $231 | 12/31/2023 |
IGSB | 4,494 | $231 | 12/31/2023 |
Main Street Group LTD | 4,496 | $231 | 12/31/2023 |
IGSB | 4,496 | $231 | 12/31/2023 |
TNF LLC | 4,499 | $229 | 03/31/2024 |
IGSB | 4,499 | $229 | 03/31/2024 |
Edgemoor Investment Advisors Inc. | 4,410 | $226 | 12/31/2023 |
IGSB | 4,410 | $226 | 12/31/2023 |
Greenwood Capital Associates LLC | 4,388 | $225 | 12/31/2023 |
IGSB | 4,388 | $225 | 12/31/2023 |
BLB&B Advisors LLC | 4,375 | $224 | 03/31/2024 |
IGSB | 4,375 | $224 | 03/31/2024 |
Financial Perspectives Inc | 4,347 | $223 | 03/31/2024 |
IGSB | 4,347 | $223 | 03/31/2024 |
Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 4,349 | $223 | 12/31/2023 |
IGSB | 4,349 | $223 | 12/31/2023 |
Colonial Trust Advisors | 4,348 | $223 | 12/31/2023 |
IGSB | 4,348 | $223 | 12/31/2023 |
Wintrust Investments LLC | 4,338 | $222 | 12/31/2023 |
IGSB | 4,338 | $222 | 12/31/2023 |
Ledyard National Bank | 4,314 | $221 | 12/31/2023 |
IGSB | 4,314 | $221 | 12/31/2023 |
Aurum Wealth Management Group LLC | 4,252 | $218 | 03/31/2024 |
IGSB | 4,252 | $218 | 03/31/2024 |
Van Strum & Towne Inc. | 4,260 | $218 | 12/31/2023 |
IGSB | 4,260 | $218 | 12/31/2023 |
Webster Bank N. A. | 4,215 | $216 | 03/31/2024 |
IGSB | 4,215 | $216 | 03/31/2024 |
International Assets Investment Management LLC | 4,242 | $216 | 03/31/2024 |
IGSB | 4,242 | $216 | 03/31/2024 |
Allspring Global Investments Holdings LLC | 4,210 | $216 | 03/31/2024 |
IGSB | 4,210 | $216 | 03/31/2024 |
Leading Edge Financial Planning LLC | 4,203 | $215 | 12/31/2023 |
IGSB | 4,203 | $215 | 12/31/2023 |
Matthew Goff Investment Advisor LLC | 4,175 | $214 | 03/31/2024 |
IGSB | 4,175 | $214 | 03/31/2024 |
Prio Wealth Limited Partnership | 4,161 | $213 | 12/31/2023 |
IGSB | 4,161 | $213 | 12/31/2023 |
Cim LLC | 4,170 | $213 | 12/31/2023 |
IGSB | 4,170 | $213 | 12/31/2023 |
Horizon Investment Services LLC | 4,142 | $212 | 12/31/2023 |
IGSB | 4,142 | $212 | 12/31/2023 |
Confluence Wealth Services Inc. | 4,091 | $210 | 03/31/2024 |
IGSB | 4,091 | $210 | 03/31/2024 |
Mattern Capital Management LLC | 4,057 | $208 | 12/31/2023 |
IGSB | 4,057 | $208 | 12/31/2023 |
Ipswich Investment Management Co. Inc. | 4,000 | $205 | 03/31/2024 |
IGSB | 4,000 | $205 | 03/31/2024 |
Martin Capital Advisors LLP | 3,960 | $203 | 12/31/2023 |
IGSB | 3,960 | $203 | 12/31/2023 |
Fox Hill Wealth Management | 3,947 | $202 | 03/31/2024 |
IGSB | 3,947 | $202 | 03/31/2024 |
Pinnacle Bank | 3,849 | $197 | 03/31/2024 |
IGSB | 3,849 | $197 | 03/31/2024 |
Coombe Bender & Co LLC | 3,834 | $197 | 12/31/2023 |
IGSB | 3,834 | $197 | 12/31/2023 |
Alaska Permanent Capital Management | 3,750 | $192 | 03/31/2024 |
IGSB | 3,750 | $192 | 03/31/2024 |
Crewe Advisors LLC | 3,625 | $186 | 12/31/2023 |
IGSB | 3,625 | $186 | 12/31/2023 |
Syntax Research Inc. | 3,577 | $183 | 12/31/2023 |
IGSB | 3,577 | $183 | 12/31/2023 |
CENTRAL TRUST Co | 3,455 | $177 | 03/31/2024 |
IGSB | 3,455 | $177 | 03/31/2024 |
Archer Investment Corp | 3,399 | $174 | 12/31/2023 |
IGSB | 3,399 | $174 | 12/31/2023 |
Compagnie Lombard Odier SCmA | 3,352 | $172 | 12/31/2023 |
IGSB | 3,352 | $172 | 12/31/2023 |
Optimum Investment Advisors | 3,280 | $168 | 03/31/2024 |
IGSB | 3,280 | $168 | 03/31/2024 |
Gradient Investments LLC | 3,160 | $162 | 03/31/2024 |
IGSB | 3,160 | $162 | 03/31/2024 |
Ancora Advisors LLC | 3,101 | $159 | 12/31/2023 |
IGSB | 3,101 | $159 | 12/31/2023 |
Future Financial Wealth Managment LLC | 2,774 | $142 | 03/31/2024 |
IGSB | 2,774 | $142 | 03/31/2024 |
Front Row Advisors LLC | 2,690 | $138 | 12/31/2023 |
IGSB | 2,690 | $138 | 12/31/2023 |
EPG Wealth Management LLC | 2,604 | $133 | 12/31/2023 |
IGSB | 2,604 | $133 | 12/31/2023 |
Private Trust Co. NA | 2,482 | $127 | 03/31/2024 |
IGSB | 2,482 | $127 | 03/31/2024 |
Private Ocean LLC | 2,364 | $121 | 03/31/2024 |
IGSB | 2,364 | $121 | 03/31/2024 |
Studio Investment Management LLC | 2,350 | $120 | 12/31/2023 |
IGSB | 2,350 | $120 | 12/31/2023 |
Life Planning Partners Inc | 2,172 | $111 | 12/31/2023 |
IGSB | 2,172 | $111 | 12/31/2023 |
Spectrum Wealth Counsel LLC | 2,143 | $110 | 12/31/2023 |
IGSB | 2,143 | $110 | 12/31/2023 |
Allworth Financial LP | 2,113 | $108 | 03/31/2024 |
IGSB | 2,113 | $108 | 03/31/2024 |
Security National Bank | 2,030 | $104 | 03/31/2024 |
IGSB | 2,030 | $104 | 03/31/2024 |
Concord Wealth Partners | 2,029 | $104 | 12/31/2023 |
IGSB | 2,029 | $104 | 12/31/2023 |
Summit X LLC | 2,018 | $103 | 12/31/2023 |
IGSB | 2,018 | $103 | 12/31/2023 |
AlphaCentric Advisors LLC | 1,939 | $99 | 03/31/2024 |
IGSB | 1,939 | $99 | 03/31/2024 |
Community Bank N.A. | 1,900 | $97 | 12/31/2023 |
IGSB | 1,900 | $97 | 12/31/2023 |
WealthShield Partners LLC | 1,756 | $90 | 12/31/2023 |
IGSB | 1,756 | $90 | 12/31/2023 |
Laurel Wealth Advisors LLC | 1,735 | $89 | 12/31/2023 |
IGSB | 1,735 | $89 | 12/31/2023 |
Coastal Investment Advisors Inc. | 1,708 | $88 | 03/31/2024 |
IGSB | 1,708 | $88 | 03/31/2024 |
Newbridge Financial Services Group Inc. | 1,700 | $87 | 03/31/2024 |
IGSB | 1,700 | $87 | 03/31/2024 |
Cassady Schiller Wealth Management LLC | 1,700 | $87 | 12/31/2023 |
IGSB | 1,700 | $87 | 12/31/2023 |
Financial Gravity Asset Management Inc. | 1,677 | $83 | 12/31/2023 |
IGSB | 1,677 | $83 | 12/31/2023 |
West Paces Advisors Inc. | 1,505 | $77 | 03/31/2024 |
IGSB | 1,505 | $77 | 03/31/2024 |
Park Place Capital Corp | 1,483 | $76 | 03/31/2024 |
IGSB | 1,483 | $76 | 03/31/2024 |
Red Lighthouse Investment Management LLC | 1,423 | $73 | 12/31/2023 |
IGSB | 1,423 | $73 | 12/31/2023 |
Wunderlich Capital Managemnt | 1,400 | $72 | 12/31/2023 |
IGSB | 1,400 | $72 | 12/31/2023 |
LGT Financial Advisors LLC | 1,384 | $71 | 12/31/2023 |
IGSB | 1,384 | $71 | 12/31/2023 |
Caldwell Sutter Capital Inc. | 1,345 | $69 | 03/31/2024 |
IGSB | 1,345 | $69 | 03/31/2024 |
CVA Family Office LLC | 1,353 | $69 | 03/31/2024 |
IGSB | 1,353 | $69 | 03/31/2024 |
Hallmark Capital Management Inc. | 1,345 | $69 | 12/31/2023 |
IGSB | 1,345 | $69 | 12/31/2023 |
Horizon Investments LLC | 1,326 | $68 | 12/31/2023 |
IGSB | 1,326 | $68 | 12/31/2023 |
Rice Partnership LLC | 1,292 | $66 | 12/31/2023 |
IGSB | 1,292 | $66 | 12/31/2023 |
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 1,271 | $65 | 03/31/2024 |
IGSB | 1,271 | $65 | 03/31/2024 |
Howe & Rusling Inc. | 1,265 | $65 | 12/31/2023 |
IGSB | 1,265 | $65 | 12/31/2023 |
Tsfg LLC | 1,240 | $64 | 03/31/2024 |
IGSB | 1,240 | $64 | 03/31/2024 |
Elevate Wealth Advisory Inc. | 1,254 | $64 | 12/31/2023 |
IGSB | 1,254 | $64 | 12/31/2023 |
Baldwin Brothers Inc. MA | 1,200 | $62 | 03/31/2024 |
IGSB | 1,200 | $62 | 03/31/2024 |
Ronald Blue Trust Inc. | 1,225 | $61 | 12/31/2023 |
IGSB | 1,225 | $61 | 12/31/2023 |
Country Trust Bank | 1,124 | $58 | 03/31/2024 |
IGSB | 1,124 | $58 | 03/31/2024 |
Tradition Wealth Management LLC | 1,129 | $58 | 12/31/2023 |
IGSB | 1,129 | $58 | 12/31/2023 |
Cape Investment Advisory Inc. | 1,078 | $55 | 12/31/2023 |
IGSB | 1,078 | $55 | 12/31/2023 |
Founders Capital Management | 1,040 | $53 | 03/31/2024 |
IGSB | 1,040 | $53 | 03/31/2024 |
Guardian Wealth Advisors LLC NC | 1,032 | $53 | 12/31/2023 |
IGSB | 1,032 | $53 | 12/31/2023 |
AdvisorNet Financial Inc | 1,010 | $52 | 03/31/2024 |
IGSB | 1,010 | $52 | 03/31/2024 |
Clear Street Markets LLC | 1,000 | $51 | 12/31/2023 |
IGSB | 1,000 | $51 | 12/31/2023 |
Nvwm LLC | 1,000 | $51 | 12/31/2023 |
IGSB | 1,000 | $51 | 12/31/2023 |
CNB Bank | 1,000 | $51 | 12/31/2023 |
IGSB | 1,000 | $51 | 12/31/2023 |
Indiana Trust & Investment Management CO | 949 | $49 | 03/31/2024 |
IGSB | 949 | $49 | 03/31/2024 |
Oakworth Capital Inc. | 960 | $49 | 03/31/2024 |
IGSB | 960 | $49 | 03/31/2024 |
Tucker Asset Management LLC | 952 | $49 | 12/31/2023 |
IGSB | 952 | $49 | 12/31/2023 |
Tidemark LLC | 948 | $49 | 12/31/2023 |
IGSB | 948 | $49 | 12/31/2023 |
New Republic Capital LLC | 909 | $47 | 12/31/2023 |
IGSB | 909 | $47 | 12/31/2023 |
Migdal Insurance & Financial Holdings Ltd. | 881 | $45 | 12/31/2023 |
IGSB | 881 | $45 | 12/31/2023 |
Castleview Partners LLC | 880 | $45 | 12/31/2023 |
IGSB | 880 | $45 | 12/31/2023 |
Independence Bank of Kentucky | 864 | $44 | 03/31/2024 |
IGSB | 864 | $44 | 03/31/2024 |
Impact Partnership Wealth LLC | 848 | $43 | 12/31/2023 |
IGSB | 848 | $43 | 12/31/2023 |
Barrett & Company Inc. | 800 | $41 | 03/31/2024 |
IGSB | 800 | $41 | 03/31/2024 |
Resurgent Financial Advisors LLC | 791 | $41 | 12/31/2023 |
IGSB | 791 | $41 | 12/31/2023 |
Financial Synergies Wealth Advisors Inc. | 768 | $39 | 03/31/2024 |
IGSB | 768 | $39 | 03/31/2024 |
Financial Advisory Service Inc. | 735 | $38 | 12/31/2023 |
IGSB | 735 | $38 | 12/31/2023 |
Institutional & Family Asset Management LLC | 710 | $36 | 12/31/2023 |
IGSB | 710 | $36 | 12/31/2023 |
Scarborough Advisors LLC | 687 | $35 | 12/31/2023 |
IGSB | 687 | $35 | 12/31/2023 |
Cornerstone Planning Group LLC | 683 | $35 | 12/31/2023 |
IGSB | 683 | $35 | 12/31/2023 |
Y.D. More Investments Ltd | 655 | $34 | 12/31/2023 |
IGSB | 655 | $34 | 12/31/2023 |
O Dell Group LLC | 646 | $33 | 12/31/2023 |
IGSB | 646 | $33 | 12/31/2023 |
HHM Wealth Advisors LLC | 647 | $33 | 12/31/2023 |
IGSB | 647 | $33 | 12/31/2023 |
Rosenberg Matthew Hamilton | 601 | $31 | 03/31/2024 |
IGSB | 601 | $31 | 03/31/2024 |
Qube Research & Technologies Ltd | 600 | $31 | 12/31/2023 |
IGSB | 600 | $31 | 12/31/2023 |
Montag A & Associates Inc. | 570 | $29 | 12/31/2023 |
IGSB | 570 | $29 | 12/31/2023 |
Householder Group Estate & Retirement Specialist LLC | 552 | $28 | 12/31/2023 |
IGSB | 552 | $28 | 12/31/2023 |
VisionPoint Advisory Group LLC | 531 | $27 | 12/31/2023 |
IGSB | 531 | $27 | 12/31/2023 |
Northwest Capital Management Inc | 513 | $26 | 03/31/2024 |
IGSB | 513 | $26 | 03/31/2024 |
Lee Financial Co | 502 | $26 | 12/31/2023 |
IGSB | 502 | $26 | 12/31/2023 |
Bell Investment Advisors Inc | 502 | $26 | 12/31/2023 |
IGSB | 502 | $26 | 12/31/2023 |
City Holding Co. | 490 | $25 | 03/31/2024 |
IGSB | 490 | $25 | 03/31/2024 |
Ambassador Advisors LLC | 494 | $25 | 12/31/2023 |
IGSB | 494 | $25 | 12/31/2023 |
McIlrath & Eck LLC | 486 | $25 | 12/31/2023 |
IGSB | 486 | $25 | 12/31/2023 |
Carolinas Wealth Consulting LLC | 497 | $25 | 12/31/2023 |
IGSB | 497 | $25 | 12/31/2023 |
ICA Group Wealth Management LLC | 478 | $25 | 12/31/2023 |
IGSB | 478 | $25 | 12/31/2023 |
Thompson Investment Management Inc. | 441 | $23 | 03/31/2024 |
IGSB | 441 | $23 | 03/31/2024 |
Versant Capital Management Inc | 427 | $22 | 03/31/2024 |
IGSB | 427 | $22 | 03/31/2024 |
GoalVest Advisory LLC | 426 | $22 | 03/31/2024 |
IGSB | 426 | $22 | 03/31/2024 |
Westside Investment Management Inc. | 400 | $21 | 03/31/2024 |
IGSB | 400 | $21 | 03/31/2024 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 410 | $21 | 12/31/2023 |
IGSB | 410 | $21 | 12/31/2023 |
First PREMIER Bank | 369 | $19 | 03/31/2024 |
IGSB | 369 | $19 | 03/31/2024 |
MeadowBrook Investment Advisors LLC | 364 | $19 | 12/31/2023 |
IGSB | 364 | $19 | 12/31/2023 |
Zions Bancorporation N.A. | 380 | $19 | 12/31/2023 |
IGSB | 380 | $19 | 12/31/2023 |
Harbor Investment Advisory LLC | 350 | $18 | 03/31/2024 |
IGSB | 350 | $18 | 03/31/2024 |
Sound Income Strategies LLC | 342 | $18 | 03/31/2024 |
IGSB | 342 | $18 | 03/31/2024 |
Financial Freedom LLC | 318 | $16 | 03/31/2024 |
IGSB | 318 | $16 | 03/31/2024 |
JCIC Asset Management Inc. | 320 | $16 | 12/31/2023 |
IGSB | 320 | $16 | 12/31/2023 |
Turtle Creek Wealth Advisors LLC | 313 | $16 | 12/31/2023 |
IGSB | 313 | $16 | 12/31/2023 |
Rocky Mountain Advisers LLC | 300 | $15 | 03/31/2024 |
IGSB | 300 | $15 | 03/31/2024 |
Wolff Wiese Magana LLC | 272 | $14 | 03/31/2024 |
IGSB | 272 | $14 | 03/31/2024 |
MCF Advisors LLC | 252 | $13 | 03/31/2024 |
IGSB | 252 | $13 | 03/31/2024 |
Centerpoint Advisors LLC | 250 | $13 | 12/31/2023 |
IGSB | 250 | $13 | 12/31/2023 |
Aspire Wealth Management Corp | 251 | $13 | 12/31/2023 |
IGSB | 251 | $13 | 12/31/2023 |
Provence Wealth Management Group | 216 | $11 | 12/31/2023 |
IGSB | 216 | $11 | 12/31/2023 |
Planning Capital Management Corp | 200 | $10 | 03/31/2024 |
IGSB | 200 | $10 | 03/31/2024 |
HighMark Wealth Management LLC | 205 | $10 | 12/31/2023 |
IGSB | 205 | $10 | 12/31/2023 |
Mine & Arao Wealth Creation & Management LLC. | 195 | $10 | 12/31/2023 |
IGSB | 195 | $10 | 12/31/2023 |
FWL Investment Management LLC | 200 | $10 | 12/31/2023 |
IGSB | 200 | $10 | 12/31/2023 |
Founders Financial Alliance LLC | 195 | $10 | 12/31/2023 |
IGSB | 195 | $10 | 12/31/2023 |
Coppell Advisory Solutions LLC | 181 | $9 | 12/31/2023 |
IGSB | 181 | $9 | 12/31/2023 |
LifeSteps Financial Inc. | 158 | $8 | 03/31/2024 |
IGSB | 158 | $8 | 03/31/2024 |
Chilton Capital Management LLC | 147 | $8 | 12/31/2023 |
IGSB | 147 | $8 | 12/31/2023 |
Register Financial Advisors LLC | 146 | $7 | 03/31/2024 |
IGSB | 146 | $7 | 03/31/2024 |
Penserra Capital Management LLC | 145 | $7 | 12/31/2023 |
IGSB | 145 | $7 | 12/31/2023 |
Bogart Wealth LLC | 121 | $6 | 03/31/2024 |
IGSB | 121 | $6 | 03/31/2024 |
First Command Advisory Services Inc. | 119 | $6 | 12/31/2023 |
IGSB | 119 | $6 | 12/31/2023 |
Raleigh Capital Management Inc. | 118 | $6 | 12/31/2023 |
IGSB | 118 | $6 | 12/31/2023 |
Trivant Custom Portfolio Group LLC | 100 | $5 | 03/31/2024 |
IGSB | 100 | $5 | 03/31/2024 |
Creative Financial Designs Inc. ADV | 100 | $5 | 12/31/2023 |
IGSB | 100 | $5 | 12/31/2023 |
FSA Wealth Management LLC | 100 | $5 | 12/31/2023 |
IGSB | 100 | $5 | 12/31/2023 |
Capital Advisors Ltd. LLC | 80 | $4 | 03/31/2024 |
IGSB | 80 | $4 | 03/31/2024 |
Capital Investment Advisory Services LLC | 79 | $4 | 03/31/2024 |
IGSB | 79 | $4 | 03/31/2024 |
Venturi Wealth Management LLC | 70 | $4 | 03/31/2024 |
IGSB | 70 | $4 | 03/31/2024 |
Robinson Value Management Ltd. | 75 | $4 | 03/31/2024 |
IGSB | 75 | $4 | 03/31/2024 |
Signature Resources Capital Management LLC | 85 | $4 | 03/31/2024 |
IGSB | 85 | $4 | 03/31/2024 |
Signaturefd LLC | 79 | $4 | 12/31/2023 |
IGSB | 79 | $4 | 12/31/2023 |
Kozak & Associates Inc. | 83 | $4 | 12/31/2023 |
IGSB | 83 | $4 | 12/31/2023 |
Aspire Private Capital LLC | 61 | $3 | 03/31/2024 |
IGSB | 61 | $3 | 03/31/2024 |
Richardson Financial Services Inc. | 55 | $3 | 12/31/2023 |
IGSB | 55 | $3 | 12/31/2023 |
Bellevue Asset Management LLC | 39 | $2 | 03/31/2024 |
IGSB | 39 | $2 | 03/31/2024 |
Key Financial Inc | 32 | $2 | 12/31/2023 |
IGSB | 32 | $2 | 12/31/2023 |
Team Financial Group LLC | 48 | $2 | 12/31/2023 |
IGSB | 48 | $2 | 12/31/2023 |
Beacon Capital Management LLC | 36 | $2 | 12/31/2023 |
IGSB | 36 | $2 | 12/31/2023 |
Townsend Asset Management Corp NC ADV | 26 | $1 | 12/31/2023 |
IGSB | 26 | $1 | 12/31/2023 |
Truvestments Capital LLC | 27 | $1 | 12/31/2023 |
IGSB | 27 | $1 | 12/31/2023 |
Delos Wealth Advisors LLC | 28 | $1 | 12/31/2023 |
IGSB | 28 | $1 | 12/31/2023 |
VitalStone Financial LLC | 13 | $1 | 12/31/2023 |
IGSB | 13 | $1 | 12/31/2023 |
Bfsg LLC | 1 | $0 | 03/31/2024 |
IGSB | 1 | $0 | 03/31/2024 |
ORG Partners LLC | 0 | $0 | 12/31/2023 |
IGSB | 0 | $0 | 12/31/2023 |
Naples Money Management LLC | 2 | $0 | 12/31/2023 |
IGSB | 2 | $0 | 12/31/2023 |
See Summary: Institutional Holders of IGSB
See Details: Top 10 Hedge Funds Holding IGSB
Also See: IGSB Holdings Changes
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