HoldingsChannel.com
Funds Holding IVE
HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley10,484,396$1,363,916 12/31/2019
     IVE10,484,396$1,363,916 12/31/2019
Bank of America Corp DE7,125,537$926,962 12/31/2019
     IVE7,125,537$926,962 12/31/2019
Wells Fargo & Company MN6,971,737$906,952 12/31/2019
     IVE6,971,737$906,952 12/31/2019
JPMorgan Chase & Co.6,956,597$904,983 12/31/2019
     IVE6,956,597$904,983 12/31/2019
Envestnet Asset Management Inc.5,511,135$716,944 12/31/2019
     IVE5,511,135$716,944 12/31/2019
Stifel Financial Corp3,444,273$447,994 12/31/2019
     IVE3,444,273$447,994 12/31/2019
UBS Group AG3,371,936$438,655 12/31/2019
     IVE3,371,936$438,655 12/31/2019
Goldman Sachs Group Inc.2,601,072$338,374 12/31/2019
     IVE2,601,072$338,374 12/31/2019
LPL Financial LLC2,529,909$329,116 12/31/2019
     IVE2,529,909$329,116 12/31/2019
FMR LLC1,524,995$198,387 12/31/2019
     IVE1,524,995$198,387 12/31/2019
PNC Financial Services Group Inc.1,411,254$183,591 12/31/2019
     IVE1,411,254$183,591 12/31/2019
BlackRock Inc.1,263,316$164,345 12/31/2019
     IVE1,263,316$164,345 12/31/2019
Ameriprise Financial Inc.1,101,329$143,204 12/31/2019
     IVE1,101,329$143,204 12/31/2019
Advisor Group Inc.1,034,225$134,619 12/31/2019
     IVE1,034,225$134,619 12/31/2019
Betterment LLC1,017,858$132,413 12/31/2019
     IVE1,017,858$132,413 12/31/2019
Royal Bank of Canada958,367$124,674 12/31/2019
     IVE958,367$124,674 12/31/2019
Ladenburg Thalmann Financial Services Inc.918,212$118,833 12/31/2019
     IVE918,212$118,833 12/31/2019
US Bancorp DE857,687$111,577 12/31/2019
     IVE857,687$111,577 12/31/2019
Commonwealth Equity Services LLC766,169$99,670 12/31/2019
     IVE766,169$99,670 12/31/2019
Cliftonlarsonallen Wealth Advisors LLC741,747$96,494 12/31/2019
     IVE741,747$96,494 12/31/2019
Raymond James & Associates665,644$86,594 12/31/2019
     IVE665,644$86,594 12/31/2019
Raymond James Financial Services Advisors Inc.656,707$85,430 12/31/2019
     IVE656,707$85,430 12/31/2019
Valmark Advisers Inc.560,687$72,940 12/31/2019
     IVE560,687$72,940 12/31/2019
Lido Advisors LLC526,989$68,556 12/31/2019
     IVE526,989$68,556 12/31/2019
Home Federal Bank of Tennessee513,690$66,826 12/31/2019
     IVE513,690$66,826 12/31/2019
Huntington National Bank504,276$65,602 12/31/2019
     IVE504,276$65,602 12/31/2019
CWM LLC488,934$63,605 12/31/2019
     IVE488,934$63,605 12/31/2019
Mariner LLC477,204$62,079 12/31/2019
     IVE477,204$62,079 12/31/2019
Salomon & Ludwin LLC425,348$55,334 12/31/2019
     IVE425,348$55,334 12/31/2019
Keybank National Association OH401,852$52,277 12/31/2019
     IVE401,852$52,277 12/31/2019
First Hawaiian Bank397,670$51,733 12/31/2019
     IVE397,670$51,733 12/31/2019
Miracle Mile Advisors LLC395,349$51,431 12/31/2019
     IVE395,349$51,431 12/31/2019
Equitable Holdings Inc.387,271$50,380 12/31/2019
     IVE387,271$50,380 12/31/2019
Amarillo National Bank384,585$50,031 12/31/2019
     IVE384,585$50,031 12/31/2019
United Capital Financial Advisers LLC360,111$46,847 12/31/2019
     IVE360,111$46,847 12/31/2019
Northwestern Mutual Wealth Management Co.352,815$45,898 12/31/2019
     IVE352,815$45,898 12/31/2019
Johanson Financial Advisors Inc.5,838,622$44,884 12/31/2019
     IVE5,838,622$44,884 12/31/2019
Phillips Financial Management LLC340,807$44,336 12/31/2019
     IVE340,807$44,336 12/31/2019
LVZ Advisors Inc.325,478$42,341 12/31/2019
     IVE325,478$42,341 12/31/2019
Courier Capital LLC305,280$39,778 12/31/2019
     IVE305,280$39,778 12/31/2019
Baker Avenue Asset Management LP305,482$39,740 12/31/2019
     IVE305,482$39,740 12/31/2019
Cambridge Investment Research Advisors Inc.305,477$39,739 12/31/2019
     IVE305,477$39,739 12/31/2019
Benjamin F. Edwards & Company Inc.296,079$38,517 12/31/2019
     IVE296,079$38,517 12/31/2019
MAI Capital Management281,533$36,625 12/31/2019
     IVE281,533$36,625 12/31/2019
Janney Montgomery Scott LLC264,356$34,390 12/31/2019
     IVE264,356$34,390 12/31/2019
Greenleaf Trust261,231$33,984 12/31/2019
     IVE261,231$33,984 12/31/2019
Polaris Greystone Financial Group LLC257,702$33,906 12/31/2019
     IVE257,702$33,906 12/31/2019
Efficient Advisors LLC254,771$33,143 12/31/2019
     IVE254,771$33,143 12/31/2019
HighTower Advisors LLC229,304$29,840 12/31/2019
     IVE229,304$29,840 12/31/2019
Kwmg LLC222,734$28,975 12/31/2019
     IVE222,734$28,975 12/31/2019
Northern Oak Wealth Management Inc.221,478$28,812 12/31/2019
     IVE221,478$28,812 12/31/2019
PHH Investments Ltd.215,695$28,060 12/31/2019
     IVE215,695$28,060 12/31/2019
Fifth Third Bancorp207,044$26,934 12/31/2019
     IVE207,044$26,934 12/31/2019
Baird Financial Group Inc.198,202$25,784 12/31/2019
     IVE198,202$25,784 12/31/2019
Ameritas Investment Partners Inc.190,389$24,767 12/31/2019
     IVE190,389$24,767 12/31/2019
Sigma Planning Corp188,993$24,586 12/31/2019
     IVE188,993$24,586 12/31/2019
UMB Bank N A MO187,954$24,451 12/31/2019
     IVE187,954$24,451 12/31/2019
Probity Advisors Inc.187,201$24,353 12/31/2019
     IVE187,201$24,353 12/31/2019
FCG Advisors LLC180,229$23,446 12/31/2019
     IVE180,229$23,446 12/31/2019
Quest Investment Management LLC179,915$23,405 12/31/2019
     IVE179,915$23,405 12/31/2019
North Star Investment Management Corp.178,274$23,192 12/31/2019
     IVE178,274$23,192 12/31/2019
Confluence Investment Management LLC175,848$22,876 12/31/2019
     IVE175,848$22,876 12/31/2019
Lutz Financial Services LLC172,613$22,455 12/31/2019
     IVE172,613$22,455 12/31/2019
Lpwm LLC171,274$22,281 12/31/2019
     IVE171,274$22,281 12/31/2019
MUFG Americas Holdings Corp161,054$20,952 12/31/2019
     IVE161,054$20,952 12/31/2019
TRUE Private Wealth Advisors160,635$20,897 12/31/2019
     IVE160,635$20,897 12/31/2019
Thrivent Financial for Lutherans160,064$20,823 12/31/2019
     IVE160,064$20,823 12/31/2019
MML Investors Services LLC158,983$20,682 12/31/2019
     IVE158,983$20,682 12/31/2019
Private Advisor Group LLC154,489$20,097 12/31/2019
     IVE154,489$20,097 12/31/2019
Financial Engines Advisors L.L.C.153,693$19,994 12/31/2019
     IVE153,693$19,994 12/31/2019
Regions Financial Corp152,232$19,803 12/31/2019
     IVE152,232$19,803 12/31/2019
Vicus Capital151,773$19,744 12/31/2019
     IVE151,773$19,744 12/31/2019
Florin Court Capital LLP150,573$19,588 12/31/2019
     IVE150,573$19,588 12/31/2019
Mirsky Financial Management CORP.142,658$18,558 12/31/2019
     IVE142,658$18,558 12/31/2019
Smith Moore & CO.139,978$18,210 12/31/2019
     IVE139,978$18,210 12/31/2019
MV Capital Management Inc.135,083$17,573 12/31/2019
     IVE135,083$17,573 12/31/2019
Strategic Point Investment Advisors LLC132,774$17,272 12/31/2019
     IVE132,774$17,272 12/31/2019
Calamos Wealth Management LLC131,820$17,148 12/31/2019
     IVE131,820$17,148 12/31/2019
Arlington Partners LLC127,119$16,537 12/31/2019
     IVE127,119$16,537 12/31/2019
Alesco Advisors LLC125,760$16,360 12/31/2019
     IVE125,760$16,360 12/31/2019
Cahill Financial Advisors Inc.125,594$16,339 12/31/2019
     IVE125,594$16,339 12/31/2019
Requisite Capital Management LLC122,020$15,874 12/31/2019
     IVE122,020$15,874 12/31/2019
First Republic Investment Management Inc.120,161$15,632 12/31/2019
     IVE120,161$15,632 12/31/2019
Jones Financial Companies Lllp118,426$15,407 12/31/2019
     IVE118,426$15,407 12/31/2019
Financial Life Advisors117,691$15,310 12/31/2019
     IVE117,691$15,310 12/31/2019
Narwhal Capital Management116,723$15,184 12/31/2019
     IVE116,723$15,184 12/31/2019
ETF Portfolio Partners Inc.114,701$14,921 12/31/2019
     IVE114,701$14,921 12/31/2019
Sunbelt Securities Inc.455$14,793 12/31/2019
     IVE455$14,793 12/31/2019
AdvicePeriod LLC111,899$14,558 12/31/2019
     IVE111,899$14,558 12/31/2019
Peapack Gladstone Financial Corp111,568$14,513 12/31/2019
     IVE111,568$14,513 12/31/2019
Personal Wealth Partners108,957$14,174 12/31/2019
     IVE108,957$14,174 12/31/2019
Pictet & Cie Europe SA108,920$14,169 12/31/2019
     IVE108,920$14,169 12/31/2019
GHP Investment Advisors Inc.107,145$13,938 12/31/2019
     IVE107,145$13,938 12/31/2019
BKD Wealth Advisors LLC106,835$13,898 12/31/2019
     IVE106,835$13,898 12/31/2019
BOKF NA105,729$13,754 12/31/2019
     IVE105,729$13,754 12/31/2019
Bank of Hawaii104,018$13,532 12/31/2019
     IVE104,018$13,532 12/31/2019
Transform Wealth LLC103,553$13,471 12/31/2019
     IVE103,553$13,471 12/31/2019
First Merchants Corp101,322$13,181 12/31/2019
     IVE101,322$13,181 12/31/2019
Financial Advocates Investment Management100,067$13,018 12/31/2019
     IVE100,067$13,018 12/31/2019
Veritable L.P.98,883$12,864 12/31/2019
     IVE98,883$12,864 12/31/2019
Independence Advisors LLC97,960$12,744 12/31/2019
     IVE97,960$12,744 12/31/2019
First Midwest Bank Trust Division97,883$12,734 12/31/2019
     IVE97,883$12,734 12/31/2019
Traynor Capital Management Inc.97,373$12,667 12/31/2019
     IVE97,373$12,667 12/31/2019
Jane Street Group LLC $12,530 12/31/2019
     IVE94,224$12,257 12/31/2019
     Call2,100$273 12/31/2019
Polianta Ltd93,100$12,111 12/31/2019
     IVE93,100$12,111 12/31/2019
People s United Financial Inc.92,875$12,082 12/31/2019
     IVE92,875$12,082 12/31/2019
Edmonds Duncan Registered Investment Advisors LLC92,797$12,072 12/31/2019
     IVE92,797$12,072 12/31/2019
Arrow Investment Advisors LLC91,613$11,918 12/31/2019
     IVE91,613$11,918 12/31/2019
Suntrust Banks Inc.99,524$11,857 09/30/2019
     IVE99,524$11,857 09/30/2019
Northern Trust Corp90,205$11,734 12/31/2019
     IVE90,205$11,734 12/31/2019
Atria Investments LLC89,119$11,593 12/31/2019
     IVE89,119$11,593 12/31/2019
Wetherby Asset Management Inc.88,029$11,452 12/31/2019
     IVE88,029$11,452 12/31/2019
Alera Investment Advisors LLC87,572$11,392 12/31/2019
     IVE87,572$11,392 12/31/2019
First Allied Advisory Services Inc.86,375$11,249 12/31/2019
     IVE86,375$11,249 12/31/2019
Blue Zone Wealth Advisors LLC85,387$11,108 12/31/2019
     IVE85,387$11,108 12/31/2019
Droms Strauss Advisors Inc. MO ADV83,488$10,864 12/31/2019
     IVE83,488$10,864 12/31/2019
F3Logic LLC82,634$10,747 12/31/2019
     IVE82,634$10,747 12/31/2019
Pure Financial Advisors Inc.81,990$10,666 12/31/2019
     IVE81,990$10,666 12/31/2019
Citigroup Inc.80,527$10,476 12/31/2019
     IVE80,527$10,476 12/31/2019
BNP Paribas Arbitrage SA78,735$10,243 12/31/2019
     IVE78,735$10,243 12/31/2019
Creative Planning77,573$10,091 12/31/2019
     IVE77,573$10,091 12/31/2019
Banco Santander S.A.77,348$10,063 12/31/2019
     IVE77,348$10,063 12/31/2019
Susquehanna International Group LLP $9,854 12/31/2019
     Call71,700$9,327 12/31/2019
     IVE32,055$4,170 12/31/2019
     Put28,000$3,643 12/31/2019
Mutual Advisors LLC74,343$9,671 12/31/2019
     IVE74,343$9,671 12/31/2019
SJA Financial Advisory LLC72,793$9,470 12/31/2019
     IVE72,793$9,470 12/31/2019
Natixis Advisors L.P.72,680$9,455 12/31/2019
     IVE72,680$9,455 12/31/2019
Rockefeller Capital Management L.P.71,749$9,334 12/31/2019
     IVE71,749$9,334 12/31/2019
Colony Group LLC69,763$9,076 12/31/2019
     IVE69,763$9,076 12/31/2019
Argent Wealth Management LLC69,715$9,069 12/31/2019
     IVE69,715$9,069 12/31/2019
Comerica Securities Inc.68,748$8,943 12/31/2019
     IVE68,748$8,943 12/31/2019
Moneta Group Investment Advisors LLC68,591$8,923 12/31/2019
     IVE68,591$8,923 12/31/2019
AE Wealth Management LLC68,459$8,906 12/31/2019
     IVE68,459$8,906 12/31/2019
Bank of Stockton68,156$8,865 12/31/2019
     IVE68,156$8,865 12/31/2019
Sei Investments Co.67,516$8,782 12/31/2019
     IVE67,516$8,782 12/31/2019
LWS Wealth Advisors Inc.67,197$8,742 12/31/2019
     IVE67,197$8,742 12/31/2019
Bank of New York Mellon Corp67,121$8,731 12/31/2019
     IVE67,121$8,731 12/31/2019
Stephens Inc. AR66,836$8,695 12/31/2019
     IVE66,836$8,695 12/31/2019
FormulaFolio Investments LLC66,262$8,620 12/31/2019
     IVE66,262$8,620 12/31/2019
Centerpoint Advisors LLC66,078$8,596 12/31/2019
     IVE66,078$8,596 12/31/2019
Powell Investment Advisors LLC65,584$8,532 12/31/2019
     IVE65,584$8,532 12/31/2019
Advisory Services Network LLC64,744$8,423 12/31/2019
     IVE64,744$8,423 12/31/2019
Comerica Bank65,240$8,413 12/31/2019
     IVE65,240$8,413 12/31/2019
Viridian Ria LLC64,443$8,383 12/31/2019
     IVE64,443$8,383 12/31/2019
Gladstone Institutional Advisory LLC61,953$8,059 12/31/2019
     IVE61,953$8,059 12/31/2019
Acropolis Investment Management LLC61,649$7,998 12/31/2019
     IVE61,649$7,998 12/31/2019
Astoria Strategic Wealth Inc.61,482$7,985 12/31/2019
     IVE61,482$7,985 12/31/2019
Truist Financial Corp60,853$7,916 12/31/2019
     IVE60,853$7,916 12/31/2019
Hsbc Holdings PLC60,675$7,866 12/31/2019
     IVE60,675$7,866 12/31/2019
Western Wealth Management LLC59,285$7,712 12/31/2019
     IVE59,285$7,712 12/31/2019
Davis Selected Advisers57,956$7,539 12/31/2019
     IVE57,956$7,539 12/31/2019
Asset Management Group Inc.57,792$7,518 12/31/2019
     IVE57,792$7,518 12/31/2019
American International Group Inc.56,660$7,371 12/31/2019
     IVE56,660$7,371 12/31/2019
Occidental Asset Management LLC56,170$7,307 12/31/2019
     IVE56,170$7,307 12/31/2019
Independence Wealth Advisors Inc.55,222$7,184 12/31/2019
     IVE55,222$7,184 12/31/2019
RKL Wealth Management LLC52,568$6,839 12/31/2019
     IVE52,568$6,839 12/31/2019
Tortoise Investment Management LLC52,517$6,832 12/31/2019
     IVE52,517$6,832 12/31/2019
Bank of The West52,468$6,826 12/31/2019
     IVE52,468$6,826 12/31/2019
Sawtooth Solutions LLC52,137$6,782 12/31/2019
     IVE52,137$6,782 12/31/2019
Front Barnett Associates LLC52,001$6,765 12/31/2019
     IVE52,001$6,765 12/31/2019
Savant Capital LLC50,866$6,617 12/31/2019
     IVE50,866$6,617 12/31/2019
AdvisorNet Financial Inc50,599$6,582 12/31/2019
     IVE50,599$6,582 12/31/2019
Mirae Asset Global Investments Co. Ltd.50,380$6,554 12/31/2019
     IVE50,380$6,554 12/31/2019
Cornerstone Wealth Group LLC48,413$6,298 12/31/2019
     IVE48,413$6,298 12/31/2019
Cranbrook Wealth Management LLC47,966$6,240 12/31/2019
     IVE47,966$6,240 12/31/2019
Cahaba Wealth Management Inc.47,558$6,186 12/31/2019
     IVE47,558$6,186 12/31/2019
Advisory Alpha LLC47,359$6,171 12/31/2019
     IVE47,359$6,171 12/31/2019
First Heartland Consultants Inc.47,103$6,128 12/31/2019
     IVE47,103$6,128 12/31/2019
Wealthsource Partners LLC46,845$6,094 12/31/2019
     IVE46,845$6,094 12/31/2019
Kalos Management Inc.46,143$6,009 12/31/2019
     IVE46,143$6,009 12/31/2019
Guidance Point Advisors LLC45,645$5,937 12/31/2019
     IVE45,645$5,937 12/31/2019
Securian Asset Management Inc45,500$5,919 12/31/2019
     IVE45,500$5,919 12/31/2019
Avantax Advisory Services Inc.45,405$5,907 12/31/2019
     IVE45,405$5,907 12/31/2019
Punch & Associates Investment Management Inc.45,344$5,899 12/31/2019
     IVE45,344$5,899 12/31/2019
Farr Miller & Washington LLC DC45,071$5,863 12/31/2019
     IVE45,071$5,863 12/31/2019
Buckingham Asset Management LLC44,548$5,795 12/31/2019
     IVE44,548$5,795 12/31/2019
Smithfield Trust Co.43,704$5,686 12/31/2019
     IVE43,704$5,686 12/31/2019
Evolution Wealth Advisors LLC42,885$5,579 12/31/2019
     IVE42,885$5,579 12/31/2019
Lbmc Investment Advisors LLC42,645$5,548 12/31/2019
     IVE42,645$5,548 12/31/2019
United Asset Strategies Inc.42,004$5,464 12/31/2019
     IVE42,004$5,464 12/31/2019
Citizens Financial Group Inc RI41,924$5,454 12/31/2019
     IVE41,924$5,454 12/31/2019
NEXT Financial Group Inc41,594$5,411 12/31/2019
     IVE41,594$5,411 12/31/2019
Matthew Goff Investment Advisor LLC41,334$5,377 12/31/2019
     IVE41,334$5,377 12/31/2019
Strategic Wealth Partners Group LLC41,289$5,371 12/31/2019
     IVE41,289$5,371 12/31/2019
Sterling Investment Advisors LLC ADV40,857$5,315 12/31/2019
     IVE40,857$5,315 12/31/2019
Enterprise Financial Services Corp40,159$5,224 12/31/2019
     IVE40,159$5,224 12/31/2019
Bank of Montreal Can40,107$5,218 12/31/2019
     IVE40,107$5,218 12/31/2019
Pinnacle Family Advisors LLC39,616$5,154 12/31/2019
     IVE39,616$5,154 12/31/2019
Nottingham Advisors Inc.39,230$5,120 12/31/2019
     IVE39,230$5,120 12/31/2019
Clearstead Advisors LLC39,105$5,087 12/31/2019
     IVE39,105$5,087 12/31/2019
TD Asset Management Inc.43,507$5,011 12/31/2019
     IVE43,507$5,011 12/31/2019
Capital Analysts LLC38,000$4,943 12/31/2019
     IVE38,000$4,943 12/31/2019
Pathway Financial Advisors LLC37,290$4,894 12/31/2019
     IVE37,290$4,894 12/31/2019
Pinnacle Financial Partners Inc.37,401$4,866 12/31/2019
     IVE37,401$4,866 12/31/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC37,402$4,865 12/31/2019
     IVE37,402$4,865 12/31/2019
Security National Trust Co.37,135$4,831 12/31/2019
     IVE37,135$4,831 12/31/2019
BBVA USA Bancshares Inc.36,505$4,749 12/31/2019
     IVE36,505$4,749 12/31/2019
SG Americas Securities LLC35,856$4,665 12/31/2019
     IVE35,856$4,665 12/31/2019
Financial Management Professionals Inc.35,007$4,554 12/31/2019
     IVE35,007$4,554 12/31/2019
Glovista Investments LLC34,551$4,496 12/31/2019
     IVE34,551$4,496 12/31/2019
GenWealth Group Inc.34,314$4,463 12/31/2019
     IVE34,314$4,463 12/31/2019
Pacific Financial Group Inc.33,260$4,327 12/31/2019
     IVE33,260$4,327 12/31/2019
IFP Advisors Inc33,200$4,326 12/31/2019
     IVE33,200$4,326 12/31/2019
Financial Partners Group Inc33,319$4,300 12/31/2019
     IVE33,319$4,300 12/31/2019
Parallel Advisors LLC32,938$4,285 12/31/2019
     IVE32,938$4,285 12/31/2019
Spring Creek Investment Management LLC32,550$4,234 12/31/2019
     IVE32,550$4,234 12/31/2019
IHT Wealth Management LLC32,125$4,179 12/31/2019
     IVE32,125$4,179 12/31/2019
Nachman Norwood & Parrott Inc31,901$4,150 12/31/2019
     IVE31,901$4,150 12/31/2019
Cetera Advisor Networks LLC31,591$4,117 12/31/2019
     IVE31,591$4,117 12/31/2019
Brookstone Capital Management31,457$4,092 12/31/2019
     IVE31,457$4,092 12/31/2019
Bailard Inc.31,257$4,066 12/31/2019
     IVE31,257$4,066 12/31/2019
Millennium Management LLC31,258$4,066 12/31/2019
     IVE31,258$4,066 12/31/2019
Belpointe Asset Management LLC30,754$4,001 12/31/2019
     IVE30,754$4,001 12/31/2019
Bartlett & Co. LLC33,495$3,991 09/30/2019
     IVE33,495$3,991 09/30/2019
Cetera Advisors LLC29,802$3,885 12/31/2019
     IVE29,802$3,885 12/31/2019
Citadel Advisors LLC29,623$3,854 12/31/2019
     IVE29,623$3,854 12/31/2019
Itau Unibanco Holding S.A.29,500$3,826 12/31/2019
     IVE29,500$3,826 12/31/2019
Financial Advisory Service Inc.29,043$3,778 12/31/2019
     IVE29,043$3,778 12/31/2019
Pinnacle Bank29,020$3,775 12/31/2019
     IVE29,020$3,775 12/31/2019
Hudson Capital Management LLC29,422$3,774 12/31/2019
     IVE29,422$3,774 12/31/2019
Signature Estate & Investment Advisors LLC28,982$3,770 12/31/2019
     IVE28,982$3,770 12/31/2019
Voya Financial Advisors Inc.29,001$3,761 12/31/2019
     IVE29,001$3,761 12/31/2019
Quest Capital Management Inc. ADV28,024$3,646 12/31/2019
     IVE28,024$3,646 12/31/2019
Palladium Partners LLC27,605$3,591 12/31/2019
     IVE27,605$3,591 12/31/2019
Brown Advisory Inc.27,461$3,573 12/31/2019
     IVE27,461$3,573 12/31/2019
Level Four Advisory Services LLC27,475$3,573 12/31/2019
     IVE27,475$3,573 12/31/2019
Nicolet Bankshares Inc.26,138$3,400 12/31/2019
     IVE26,138$3,400 12/31/2019
Stratos Wealth Partners LTD.25,743$3,349 12/31/2019
     IVE25,743$3,349 12/31/2019
Wealth Alliance25,507$3,318 12/31/2019
     IVE25,507$3,318 12/31/2019
FineMark National Bank & Trust25,002$3,253 12/31/2019
     IVE25,002$3,253 12/31/2019
BDO Wealth Advisors LLC24,848$3,232 12/31/2019
     IVE24,848$3,232 12/31/2019
Norway Savings Bank24,834$3,231 12/31/2019
     IVE24,834$3,231 12/31/2019
Hilltop Wealth Advisors LLC24,366$3,170 12/31/2019
     IVE24,366$3,170 12/31/2019
Commerce Bank24,014$3,124 12/31/2019
     IVE24,014$3,124 12/31/2019
Wealth Enhancement Advisory Services LLC24,006$3,124 12/31/2019
     IVE24,006$3,124 12/31/2019
Epstein & White Financial LLC23,717$3,081 12/31/2019
     IVE23,717$3,081 12/31/2019
Mattern Wealth Management LLC23,682$3,081 12/31/2019
     IVE23,682$3,081 12/31/2019
EP Wealth Advisors LLC23,611$3,072 12/31/2019
     IVE23,611$3,072 12/31/2019
CIBC Private Wealth Group LLC23,303$3,032 12/31/2019
     IVE23,303$3,032 12/31/2019
Blue Edge Capital LLC23,232$3,022 12/31/2019
     IVE23,232$3,022 12/31/2019
Evercore Wealth Management LLC23,118$3,007 12/31/2019
     IVE23,118$3,007 12/31/2019
First Trust Advisors LP22,931$2,983 12/31/2019
     IVE22,931$2,983 12/31/2019
S. R. Schill & Associates22,732$2,957 12/31/2019
     IVE22,732$2,957 12/31/2019
M Holdings Securities Inc.22,344$2,907 12/31/2019
     IVE22,344$2,907 12/31/2019
Stordahl Capital Management Inc.21,948$2,855 12/31/2019
     IVE21,948$2,855 12/31/2019
Tolleson Wealth Management Inc.21,685$2,821 12/31/2019
     IVE21,685$2,821 12/31/2019
Barber Financial Group Inc.21,543$2,803 12/31/2019
     IVE21,543$2,803 12/31/2019
SOL Capital Management CO21,285$2,769 12/31/2019
     IVE21,285$2,769 12/31/2019
J.W. Cole Advisors Inc.20,760$2,701 12/31/2019
     IVE20,760$2,701 12/31/2019
Sonata Capital Group Inc.20,695$2,692 12/31/2019
     IVE20,695$2,692 12/31/2019
National Asset Management Inc.20,635$2,685 12/31/2019
     IVE20,635$2,685 12/31/2019
Jackson Hole Capital Partners LLC20,454$2,661 12/31/2019
     IVE20,454$2,661 12/31/2019
Beacon Pointe Advisors LLC20,190$2,627 12/31/2019
     IVE20,190$2,627 12/31/2019
Pensionmark Financial Group LLC19,949$2,595 12/31/2019
     IVE19,949$2,595 12/31/2019
Element Pointe Advisors LLC19,705$2,563 12/31/2019
     IVE19,705$2,563 12/31/2019
Synovus Financial Corp19,681$2,560 12/31/2019
     IVE19,681$2,560 12/31/2019
Relative Value Partners Group LLC19,597$2,549 12/31/2019
     IVE19,597$2,549 12/31/2019
Corbett Road Capital Management LLC19,167$2,493 12/31/2019
     IVE19,167$2,493 12/31/2019
Wsfs Capital Management LLC19,050$2,478 12/31/2019
     IVE19,050$2,478 12/31/2019
BTC Capital Management Inc.19,037$2,477 12/31/2019
     IVE19,037$2,477 12/31/2019
Regal Wealth Group Inc.18,322$2,384 12/31/2019
     IVE18,322$2,384 12/31/2019
Alliancebernstein L.P.18,293$2,380 12/31/2019
     IVE18,293$2,380 12/31/2019
Two Sigma Securities LLC18,148$2,361 12/31/2019
     IVE18,148$2,361 12/31/2019
Tower Research Capital LLC TRC 18,064$2,350 12/31/2019
     IVE18,064$2,350 12/31/2019
Mid Atlantic Financial Management Inc. ADV17,958$2,336 12/31/2019
     IVE17,958$2,336 12/31/2019
Procyon Private Wealth Partners LLC17,765$2,311 12/31/2019
     IVE17,765$2,311 12/31/2019
Noven Financial Group Inc.17,722$2,306 12/31/2019
     IVE17,722$2,306 12/31/2019
Stony Point Wealth Management Inc.17,670$2,299 12/31/2019
     IVE17,670$2,299 12/31/2019
Independent Advisor Alliance17,565$2,285 12/31/2019
     IVE17,565$2,285 12/31/2019
Glenview Trust Co17,515$2,279 12/31/2019
     IVE17,515$2,279 12/31/2019
Ironwood Financial llc17,468$2,272 12/31/2019
     IVE17,468$2,272 12/31/2019
Silvercrest Asset Management Group LLC17,270$2,247 12/31/2019
     IVE17,270$2,247 12/31/2019
Edgar Lomax Co. VA17,201$2,238 12/31/2019
     IVE17,201$2,238 12/31/2019
Smith Capital Management Inc. AR ADV16,808$2,187 12/31/2019
     IVE16,808$2,187 12/31/2019
Platte River Wealth Advisors LLC17,056$2,159 12/31/2019
     IVE17,056$2,159 12/31/2019
Intl Fcstone Inc.16,486$2,145 12/31/2019
     IVE16,486$2,145 12/31/2019
Honkamp Krueger Financial Services Inc.16,459$2,141 12/31/2019
     IVE16,459$2,141 12/31/2019
Graves Light Private Wealth Management Inc.16,347$2,127 12/31/2019
     IVE16,347$2,127 12/31/2019
Institute for Wealth Management LLC.16,054$2,089 12/31/2019
     IVE16,054$2,089 12/31/2019
Market Street Wealth Management Advisors LLC16,040$2,087 12/31/2019
     IVE16,040$2,087 12/31/2019
PSI Advisors LLC15,737$2,047 12/31/2019
     IVE15,737$2,047 12/31/2019
Moisand Fitzgerald Tamayo LLC15,602$2,030 12/31/2019
     IVE15,602$2,030 12/31/2019
Wesbanco Bank Inc.15,588$2,028 12/31/2019
     IVE15,588$2,028 12/31/2019
Wealthspire Advisors L.P.15,414$2,005 12/31/2019
     IVE15,414$2,005 12/31/2019
BBR Partners LLC15,222$1,980 12/31/2019
     IVE15,222$1,980 12/31/2019
Cutler Group LP $1,980 12/31/2019
     IVE15,000$1,951 12/31/2019
     Call7,600$29 12/31/2019
Gables Capital Management Inc.15,180$1,975 12/31/2019
     IVE15,180$1,975 12/31/2019
Ellis Investment Partners LLC15,064$1,967 12/31/2019
     IVE15,064$1,967 12/31/2019
Gamco Investors INC. ET AL15,000$1,951 12/31/2019
     IVE15,000$1,951 12/31/2019
WMS Partners LLC14,993$1,950 12/31/2019
     IVE14,993$1,950 12/31/2019
Steward Partners Investment Advisory LLC14,946$1,944 12/31/2019
     IVE14,946$1,944 12/31/2019
Lincoln National Corp14,905$1,939 12/31/2019
     IVE14,905$1,939 12/31/2019
Resources Investment Advisors LLC.14,610$1,901 12/31/2019
     IVE14,610$1,901 12/31/2019
Murphy Middleton Hinkle & Parker Inc.14,521$1,889 12/31/2019
     IVE14,521$1,889 12/31/2019
Telos Capital Management Inc.14,488$1,885 12/31/2019
     IVE14,488$1,885 12/31/2019
Bingham Osborn & Scarborough LLC14,316$1,862 12/31/2019
     IVE14,316$1,862 12/31/2019
Ascent Wealth Partners LLC14,233$1,852 12/31/2019
     IVE14,233$1,852 12/31/2019
Cibc Bank USA14,138$1,839 12/31/2019
     IVE14,138$1,839 12/31/2019
Barclays PLC13,875$1,805 12/31/2019
     IVE13,875$1,805 12/31/2019
Mercer Global Advisors Inc. ADV13,802$1,796 12/31/2019
     IVE13,802$1,796 12/31/2019
Investment Partners LTD.13,788$1,794 12/31/2019
     IVE13,788$1,794 12/31/2019
Harwood Advisory Group LLC13,657$1,777 12/31/2019
     IVE13,657$1,777 12/31/2019
Homrich & Berg13,608$1,770 12/31/2019
     IVE13,608$1,770 12/31/2019
Clarus Wealth Advisors13,546$1,765 12/31/2019
     IVE13,546$1,765 12/31/2019
Dakota Wealth Management13,288$1,729 12/31/2019
     IVE13,288$1,729 12/31/2019
PFG Advisors13,241$1,718 12/31/2019
     IVE13,241$1,718 12/31/2019
Edge Capital Group LLC13,175$1,714 12/31/2019
     IVE13,175$1,714 12/31/2019
Meristem Family Wealth LLC13,153$1,711 12/31/2019
     IVE13,153$1,711 12/31/2019
Integrated Wealth Concepts LLC13,117$1,706 12/31/2019
     IVE13,117$1,706 12/31/2019
Iberiabank Corp13,053$1,698 12/31/2019
     IVE13,053$1,698 12/31/2019
Colton Groome Financial Advisors LLC12,995$1,691 12/31/2019
     IVE12,995$1,691 12/31/2019
Hancock Whitney Corp12,886$1,676 12/31/2019
     IVE12,886$1,676 12/31/2019
Sowell Financial Services LLC12,862$1,673 12/31/2019
     IVE12,862$1,673 12/31/2019
Paragon Wealth Strategies LLC12,844$1,670 12/31/2019
     IVE12,844$1,670 12/31/2019
Guidant Wealth Advisors13,983$1,666 09/30/2019
     IVE13,983$1,666 09/30/2019
Great Point Wealth Advisors LLC12,542$1,631 12/31/2019
     IVE12,542$1,631 12/31/2019
Bernardo Wealth Planning LLC12,484$1,624 12/31/2019
     IVE12,484$1,624 12/31/2019
GWM Advisors LLC12,458$1,620 12/31/2019
     IVE12,458$1,620 12/31/2019
Blair William & Co. IL12,368$1,609 12/31/2019
     IVE12,368$1,609 12/31/2019
Beacon Pointe Wealth Advisors LLC12,239$1,592 12/31/2019
     IVE12,239$1,592 12/31/2019
JOYN Advisors Inc.12,123$1,577 12/31/2019
     IVE12,123$1,577 12/31/2019
Bay Colony Advisory Group Inc d b a Bay Colony Advisors11,998$1,576 12/31/2019
     IVE11,998$1,576 12/31/2019
Tobias Financial Advisors Inc.12,044$1,566 12/31/2019
     IVE12,044$1,566 12/31/2019
Eldridge Investment Advisors Inc.11,885$1,546 12/31/2019
     IVE11,885$1,546 12/31/2019
Mather Group LLC.11,799$1,535 12/31/2019
     IVE11,799$1,535 12/31/2019
BEAM Asset Management LLC11,740$1,527 12/31/2019
     IVE11,740$1,527 12/31/2019
Private Wealth Advisors Inc.11,813$1,525 12/31/2019
     IVE11,813$1,525 12/31/2019
Baldrige Asset Management LLC11,708$1,523 12/31/2019
     IVE11,708$1,523 12/31/2019
Cerity Partners LLC11,582$1,507 12/31/2019
     IVE11,582$1,507 12/31/2019
Cadinha & Co. LLC11,577$1,506 12/31/2019
     IVE11,577$1,506 12/31/2019
Oppenheimer & Co. Inc.11,549$1,502 12/31/2019
     IVE11,549$1,502 12/31/2019
Strategic Wealth Advisors Group LLC11,542$1,502 12/31/2019
     IVE11,542$1,502 12/31/2019
Johnson Financial Group Inc.11,460$1,491 12/31/2019
     IVE11,460$1,491 12/31/2019
Endurance Wealth Management Inc.11,386$1,482 12/31/2019
     IVE11,386$1,482 12/31/2019
Boston Private Wealth LLC11,228$1,460 12/31/2019
     IVE11,228$1,460 12/31/2019
Proequities Inc.11,140$1,449 12/31/2019
     IVE11,140$1,449 12/31/2019
Alhambra Investment Partners LLC11,043$1,437 12/31/2019
     IVE11,043$1,437 12/31/2019
Managed Account Services Inc.10,994$1,433 12/31/2019
     IVE10,994$1,433 12/31/2019
Roble Belko & Company Inc10,945$1,424 12/31/2019
     IVE10,945$1,424 12/31/2019
Keel Point LLC10,845$1,411 12/31/2019
     IVE10,845$1,411 12/31/2019
Family Firm Inc.10,847$1,411 12/31/2019
     IVE10,847$1,411 12/31/2019
Connecticut Wealth Management LLC10,751$1,399 12/31/2019
     IVE10,751$1,399 12/31/2019
Boys Arnold & Co. Inc.10,712$1,394 12/31/2019
     IVE10,712$1,394 12/31/2019
Patriot Investment Management Inc.10,591$1,377 12/31/2019
     IVE10,591$1,377 12/31/2019
Azimuth Capital Management LLC10,508$1,367 12/31/2019
     IVE10,508$1,367 12/31/2019
Associated Banc Corp10,382$1,351 12/31/2019
     IVE10,382$1,351 12/31/2019
Personal CFO Solutions LLC10,339$1,345 12/31/2019
     IVE10,339$1,345 12/31/2019
Wealth Quarterback LLC10,298$1,341 12/31/2019
     IVE10,298$1,341 12/31/2019
Total Wealth Planning LLC10,147$1,320 12/31/2019
     IVE10,147$1,320 12/31/2019
Alaska Permanent Capital Management9,954$1,295 12/31/2019
     IVE9,954$1,295 12/31/2019
Marino Stram & Associates LLC9,928$1,292 12/31/2019
     IVE9,928$1,292 12/31/2019
BlueSky Wealth Advisors LLC9,876$1,287 12/31/2019
     IVE9,876$1,287 12/31/2019
Clear Investment Research LLC9,864$1,283 12/31/2019
     IVE9,864$1,283 12/31/2019
Kovack Advisors Inc.9,729$1,266 12/31/2019
     IVE9,729$1,266 12/31/2019
Dimension Capital Management LLC9,515$1,238 12/31/2019
     IVE9,515$1,238 12/31/2019
Visionary Wealth Advisors9,517$1,238 12/31/2019
     IVE9,517$1,238 12/31/2019
Kohmann Bosshard Financial Services LLC9,489$1,234 12/31/2019
     IVE9,489$1,234 12/31/2019
Great Valley Advisor Group Inc.9,488$1,234 12/31/2019
     IVE9,488$1,234 12/31/2019
Acorn Financial Advisory Services Inc. ADV9,473$1,232 12/31/2019
     IVE9,473$1,232 12/31/2019
Raymond James Trust N.A.9,463$1,231 12/31/2019
     IVE9,463$1,231 12/31/2019
Blue Chip Wealth Management Inc.9,422$1,226 12/31/2019
     IVE9,422$1,226 12/31/2019
Cresset Asset Management LLC9,389$1,221 12/31/2019
     IVE9,389$1,221 12/31/2019
Benjamin Edwards Inc.9,302$1,210 12/31/2019
     IVE9,302$1,210 12/31/2019
BB&T Securities LLC9,929$1,184 09/30/2019
     IVE9,929$1,184 09/30/2019
Arete Wealth Advisors LLC9,065$1,179 12/31/2019
     IVE9,065$1,179 12/31/2019
Ballentine Partners LLC9,021$1,174 12/31/2019
     IVE9,021$1,174 12/31/2019
Farmers & Merchants Investments Inc.9,010$1,172 12/31/2019
     IVE9,010$1,172 12/31/2019
Thomasville National Bank8,965$1,166 12/31/2019
     IVE8,965$1,166 12/31/2019
ETRADE Capital Management LLC8,936$1,163 12/31/2019
     IVE8,936$1,163 12/31/2019
YorkBridge Wealth Partners LLC8,831$1,149 12/31/2019
     IVE8,831$1,149 12/31/2019
Bristlecone Advisors LLC8,790$1,143 12/31/2019
     IVE8,790$1,143 12/31/2019
EWG Elevate Inc.8,761$1,140 12/31/2019
     IVE8,761$1,140 12/31/2019
Diversified Portfolios Inc.8,709$1,133 12/31/2019
     IVE8,709$1,133 12/31/2019
Wealthquest Corp8,698$1,131 12/31/2019
     IVE8,698$1,131 12/31/2019
Johnson Investment Counsel Inc.8,531$1,110 12/31/2019
     IVE8,531$1,110 12/31/2019
Capital Investment Advisory Services LLC8,434$1,097 12/31/2019
     IVE8,434$1,097 12/31/2019
Harborview Advisors LLC8,415$1,095 12/31/2019
     IVE8,415$1,095 12/31/2019
Brighton Jones LLC8,363$1,088 12/31/2019
     IVE8,363$1,088 12/31/2019
Peoples Bank OH8,345$1,086 12/31/2019
     IVE8,345$1,086 12/31/2019
Integer Wealth Advisors Group LLC8,408$1,081 12/31/2019
     IVE8,408$1,081 12/31/2019
Bridges Investment Management Inc.8,273$1,076 12/31/2019
     IVE8,273$1,076 12/31/2019
LifePlan Financial Group Inc8,249$1,073 12/31/2019
     IVE8,249$1,073 12/31/2019
Bessemer Group Inc.8,194$1,066 12/31/2019
     IVE8,194$1,066 12/31/2019
Deutsche Bank AG8,016$1,042 12/31/2019
     IVE8,016$1,042 12/31/2019
BOK Financial Private Wealth Inc.7,969$1,037 12/31/2019
     IVE7,969$1,037 12/31/2019
Asset Planning Services Ltd.7,916$1,034 12/31/2019
     IVE7,916$1,034 12/31/2019
B. Riley Wealth Management Inc.7,932$1,032 12/31/2019
     IVE7,932$1,032 12/31/2019
Outlook Wealth Advisors LLC7,911$1,029 12/31/2019
     IVE7,911$1,029 12/31/2019
HBK Sorce Advisory LLC7,865$1,023 12/31/2019
     IVE7,865$1,023 12/31/2019
Brasada Capital Management LP7,863$1,023 12/31/2019
     IVE7,863$1,023 12/31/2019
Samalin Investment Counsel LLC7,812$1,016 12/31/2019
     IVE7,812$1,016 12/31/2019
Evensky & Katz LLC7,800$1,014 12/31/2019
     IVE7,800$1,014 12/31/2019
West Coast Financial LLC7,762$1,010 12/31/2019
     IVE7,762$1,010 12/31/2019
Laurel Wealth Advisors Inc.7,735$1,006 12/31/2019
     IVE7,735$1,006 12/31/2019
Cribstone Capital Management LLC7,722$1,005 12/31/2019
     IVE7,722$1,005 12/31/2019
Chicago Partners Investment Group LLC7,632$1,004 12/31/2019
     IVE7,632$1,004 12/31/2019
Hayden Royal LLC7,534$987 12/31/2019
     IVE7,534$987 12/31/2019
Hamel Associates Inc.7,435$967 12/31/2019
     IVE7,435$967 12/31/2019
Sequoia Financial Advisors LLC7,404$963 12/31/2019
     IVE7,404$963 12/31/2019
Nations Financial Group Inc. IA ADV7,374$959 12/31/2019
     IVE7,374$959 12/31/2019
Blue Chip Partners Inc.7,375$959 12/31/2019
     IVE7,375$959 12/31/2019
Simon Quick Advisors LLC7,346$956 12/31/2019
     IVE7,346$956 12/31/2019
First Ascent Asset Management LLC7,285$948 12/31/2019
     IVE7,285$948 12/31/2019
SeaCrest Wealth Management LLC7,280$947 12/31/2019
     IVE7,280$947 12/31/2019
Orion Portfolio Solutions LLC7,214$938 12/31/2019
     IVE7,214$938 12/31/2019
9258 Wealth Management LLC7,180$934 12/31/2019
     IVE7,180$934 12/31/2019
Keebeck Alpha LP7,063$919 12/31/2019
     IVE7,063$919 12/31/2019
JSF Financial LLC7,017$913 12/31/2019
     IVE7,017$913 12/31/2019
Pinnacle Associates Ltd.6,994$910 12/31/2019
     IVE6,994$910 12/31/2019
Stratford Consulting LLC6,979$908 12/31/2019
     IVE6,979$908 12/31/2019
Cetera Investment Advisers6,967$905 12/31/2019
     IVE6,967$905 12/31/2019
First Citizens Bank & Trust Co.6,907$899 12/31/2019
     IVE6,907$899 12/31/2019
Fulcrum Equity Management6,780$882 12/31/2019
     IVE6,780$882 12/31/2019
Lake Street Financial LLC6,755$879 12/31/2019
     IVE6,755$879 12/31/2019
Hirtle Callaghan & Co LLC6,723$875 12/31/2019
     IVE6,723$875 12/31/2019
Insight Wealth Strategies LLC6,709$873 12/31/2019
     IVE6,709$873 12/31/2019
Kerntke Otto McGlone Wealth Management Group6,656$866 12/31/2019
     IVE6,656$866 12/31/2019
Dynamic Advisor Solutions LLC6,653$865 12/31/2019
     IVE6,653$865 12/31/2019
Taylor Cottrill Erickson & Associates Inc.6,630$862 12/31/2019
     IVE6,630$862 12/31/2019
Capital Directions Investment Advisors LLC6,618$861 12/31/2019
     IVE6,618$861 12/31/2019
Glenmede Trust Co. NA6,606$859 12/31/2019
     IVE6,606$859 12/31/2019
Centaurus Financial Inc.6,498$845 12/31/2019
     IVE6,498$845 12/31/2019
Certified Advisory Corp6,456$840 12/31/2019
     IVE6,456$840 12/31/2019
Integrated Investment Consultants LLC6,427$836 12/31/2019
     IVE6,427$836 12/31/2019
Wintrust Investments LLC6,421$835 12/31/2019
     IVE6,421$835 12/31/2019
Financial Counselors Inc.6,375$829 12/31/2019
     IVE6,375$829 12/31/2019
Stonebridge Financial Planning Group LLC6,343$825 12/31/2019
     IVE6,343$825 12/31/2019
EPG Wealth Management LLC6,311$821 12/31/2019
     IVE6,311$821 12/31/2019
Gofen & Glossberg LLC IL6,301$820 12/31/2019
     IVE6,301$820 12/31/2019
FARMERS & MERCHANTS TRUST Co OF LONG BEACH6,287$818 12/31/2019
     IVE6,287$818 12/31/2019
Banco Bilbao Vizcaya Argentaria S.A.6,280$816 12/31/2019
     IVE6,280$816 12/31/2019
Nwam LLC6,226$810 12/31/2019
     IVE6,226$810 12/31/2019
White Lighthouse Investment Management Inc.6,160$801 12/31/2019
     IVE6,160$801 12/31/2019
TPG Financial Advisors LLC6,095$793 12/31/2019
     IVE6,095$793 12/31/2019
Aurora Private Wealth Inc.6,099$793 12/31/2019
     IVE6,099$793 12/31/2019
Perigon Wealth Management LLC5,972$776 12/31/2019
     IVE5,972$776 12/31/2019
Summit Asset Management LLC5,954$775 12/31/2019
     IVE5,954$775 12/31/2019
Confluence Wealth Management LLC5,945$773 12/31/2019
     IVE5,945$773 12/31/2019
Segall Bryant & Hamill LLC5,850$761 12/31/2019
     IVE5,850$761 12/31/2019
Larson Financial Group LLC5,846$761 12/31/2019
     IVE5,846$761 12/31/2019
Smart Money Group LLC5,834$759 12/31/2019
     IVE5,834$759 12/31/2019
Baldwin Brothers Inc. MA5,827$758 12/31/2019
     IVE5,827$758 12/31/2019
New England Private Wealth Advisors LLC5,780$753 12/31/2019
     IVE5,780$753 12/31/2019
Whittier Trust Co.5,696$741 12/31/2019
     IVE5,696$741 12/31/2019
Plancorp LLC5,674$738 12/31/2019
     IVE5,674$738 12/31/2019
First National Bank & Trust Co. of Newtown5,545$721 12/31/2019
     IVE5,545$721 12/31/2019
Thompson Investment Management Inc.5,517$718 12/31/2019
     IVE5,517$718 12/31/2019
American Investment Services Inc.5,513$717 12/31/2019
     IVE5,513$717 12/31/2019
Capital Planning Advisors LLC5,470$712 12/31/2019
     IVE5,470$712 12/31/2019
Boston Family Office LLC5,435$707 12/31/2019
     IVE5,435$707 12/31/2019
Tiemann Investment Advisors LLC5,428$706 12/31/2019
     IVE5,428$706 12/31/2019
Boenning & Scattergood Inc.5,422$705 12/31/2019
     IVE5,422$705 12/31/2019
Community Bank N.A.5,404$703 12/31/2019
     IVE5,404$703 12/31/2019
PagnatoKarp Partners LLC5,360$697 12/31/2019
     IVE5,360$697 12/31/2019
Carolinas Wealth Consulting LLC5,362$697 12/31/2019
     IVE5,362$697 12/31/2019
Exencial Wealth Advisors LLC5,348$696 12/31/2019
     IVE5,348$696 12/31/2019
Tuttle Tactical Management5,275$686 12/31/2019
     IVE5,275$686 12/31/2019
Patton Albertson Miller Group LLC5,255$684 12/31/2019
     IVE5,255$684 12/31/2019
ACG Wealth5,217$679 12/31/2019
     IVE5,217$679 12/31/2019
Kings Point Capital Management5,198$676 12/31/2019
     IVE5,198$676 12/31/2019
Wealth & Pension Services Group Inc.5,627$670 09/30/2019
     IVE5,627$670 09/30/2019
Balasa Dinverno & Foltz LLC5,123$666 12/31/2019
     IVE5,123$666 12/31/2019
Linscomb & Williams Inc.5,093$663 12/31/2019
     IVE5,093$663 12/31/2019
Harvest Investment Services LLC5,036$655 12/31/2019
     IVE5,036$655 12/31/2019
Tarbox Family Office Inc.5,027$654 12/31/2019
     IVE5,027$654 12/31/2019
Total Investment Management Inc.5,006$651 12/31/2019
     IVE5,006$651 12/31/2019
Golden State Wealth Management LLC5,006$651 12/31/2019
     IVE5,006$651 12/31/2019
Metropolitan Life Insurance Co NY5,000$650 12/31/2019
     IVE5,000$650 12/31/2019
Old Port Advisors4,999$649 12/31/2019
     IVE4,999$649 12/31/2019
Regal Investment Advisors LLC4,976$647 12/31/2019
     IVE4,976$647 12/31/2019
Picton Mahoney Asset Management4,900$637 12/31/2019
     IVE4,900$637 12/31/2019
Corient Capital Partners LLC4,900$637 12/31/2019
     IVE4,900$637 12/31/2019
Captrust Financial Advisors4,865$635 12/31/2019
     IVE4,865$635 12/31/2019
Personal Resources Investment & Strategic Management Inc.4,868$633 12/31/2019
     IVE4,868$633 12/31/2019
Schneider Downs Wealth Management Advisors LP4,834$629 12/31/2019
     IVE4,834$629 12/31/2019
Valeo Financial Advisors LLC4,753$618 12/31/2019
     IVE4,753$618 12/31/2019
SRS Capital Advisors Inc.4,741$617 12/31/2019
     IVE4,741$617 12/31/2019
Slow Capital Inc.4,660$606 12/31/2019
     IVE4,660$606 12/31/2019
Laurel Wealth Advisors LLC4,660$606 12/31/2019
     IVE4,660$606 12/31/2019
D.A. Davidson & CO.4,653$605 12/31/2019
     IVE4,653$605 12/31/2019
Windsor Group LTD4,631$602 12/31/2019
     IVE4,631$602 12/31/2019
Flagship Harbor Advisors LLC4,605$599 12/31/2019
     IVE4,605$599 12/31/2019
Core Wealth Advisors Inc.4,570$595 12/31/2019
     IVE4,570$595 12/31/2019
Capital Advisors Inc. OK4,558$593 12/31/2019
     IVE4,558$593 12/31/2019
Signaturefd LLC4,510$587 12/31/2019
     IVE4,510$587 12/31/2019
Zeke Capital Advisors LLC4,511$587 12/31/2019
     IVE4,511$587 12/31/2019
Alexandria Capital LLC4,476$582 12/31/2019
     IVE4,476$582 12/31/2019
Parkside Financial Bank & Trust4,451$579 12/31/2019
     IVE4,451$579 12/31/2019
Crewe Advisors LLC4,431$576 12/31/2019
     IVE4,431$576 12/31/2019
NTV Asset Management LLC4,399$572 12/31/2019
     IVE4,399$572 12/31/2019
S&CO Inc.4,350$566 12/31/2019
     IVE4,350$566 12/31/2019
Torch Wealth Management LLC4,354$566 12/31/2019
     IVE4,354$566 12/31/2019
First National Bank of South Miami4,314$561 12/31/2019
     IVE4,314$561 12/31/2019
Mutual of Omaha Bank Wealth Management4,290$558 12/31/2019
     IVE4,290$558 12/31/2019
Armbruster Capital Management Inc.4,275$556 12/31/2019
     IVE4,275$556 12/31/2019
Retirement Income Solutions Inc4,276$556 12/31/2019
     IVE4,276$556 12/31/2019
Newman Dignan & Sheerar Inc.4,251$553 12/31/2019
     IVE4,251$553 12/31/2019
Alpha Cubed Investments LLC4,214$548 12/31/2019
     IVE4,214$548 12/31/2019
Partnervest Advisory Services LLC4,197$546 12/31/2019
     IVE4,197$546 12/31/2019
Mission Wealth Management LP4,199$546 12/31/2019
     IVE4,199$546 12/31/2019
Creative Financial Designs Inc. ADV4,160$543 12/31/2019
     IVE4,160$543 12/31/2019
Condor Capital Management4,174$543 12/31/2019
     IVE4,174$543 12/31/2019
Koshinski Asset Management Inc.4,178$542 12/31/2019
     IVE4,178$542 12/31/2019
Capital Square LLC4,154$540 12/31/2019
     IVE4,154$540 12/31/2019
Sensible Financial Planning & Management LLC.4,133$538 12/31/2019
     IVE4,133$538 12/31/2019
Osborn Williams & Donohoe LLC4,136$538 12/31/2019
     IVE4,136$538 12/31/2019
Ferris Capital LLC4,137$538 12/31/2019
     IVE4,137$538 12/31/2019
Covenant Partners LLC4,120$536 12/31/2019
     IVE4,120$536 12/31/2019
Montecito Bank & Trust4,116$535 12/31/2019
     IVE4,116$535 12/31/2019
Evanson Asset Management LLC4,077$530 12/31/2019
     IVE4,077$530 12/31/2019
Commerzbank Aktiengesellschaft FI4,062$528 12/31/2019
     IVE4,062$528 12/31/2019
ARGI Investment Services LLC4,051$527 12/31/2019
     IVE4,051$527 12/31/2019
First American Trust FSB4,033$525 12/31/2019
     IVE4,033$525 12/31/2019
Cypress Wealth Services LLC4,011$522 12/31/2019
     IVE4,011$522 12/31/2019
Coldstream Capital Management Inc.3,970$516 12/31/2019
     IVE3,970$516 12/31/2019
UMA Financial Services Inc.3,919$511 12/31/2019
     IVE3,919$511 12/31/2019
Twin Focus Capital Partners LLC3,912$509 12/31/2019
     IVE3,912$509 12/31/2019
Oxford Financial Group Ltd.3,844$500 12/31/2019
     IVE3,844$500 12/31/2019
Zhang Financial LLC3,811$499 12/31/2019
     IVE3,811$499 12/31/2019
Summit X LLC3,840$498 12/31/2019
     IVE3,840$498 12/31/2019
CENTRAL TRUST Co3,820$497 12/31/2019
     IVE3,820$497 12/31/2019
Sandy Spring Bank3,824$497 12/31/2019
     IVE3,824$497 12/31/2019
Smith Shellnut Wilson LLC ADV3,804$495 12/31/2019
     IVE3,804$495 12/31/2019
Moloney Securities Asset Management LLC3,739$486 12/31/2019
     IVE3,739$486 12/31/2019
Calton & Associates Inc.3,664$477 12/31/2019
     IVE3,664$477 12/31/2019
White Pine Capital LLC3,655$475 12/31/2019
     IVE3,655$475 12/31/2019
Calamos Advisors LLC3,615$470 12/31/2019
     IVE3,615$470 12/31/2019
Simplex Trading LLC3,611$469 12/31/2019
     IVE3,611$469 12/31/2019
Sfmg LLC3,608$469 12/31/2019
     IVE3,608$469 12/31/2019
Winslow Evans & Crocker Inc.3,570$466 12/31/2019
     IVE3,570$466 12/31/2019
Atlas Brown Inc.3,542$461 12/31/2019
     IVE3,542$461 12/31/2019
Davis R M Inc.3,523$458 12/31/2019
     IVE3,523$458 12/31/2019
Magnus Financial Group LLC3,517$458 12/31/2019
     IVE3,517$458 12/31/2019
Highland Private Wealth Management3,508$456 12/31/2019
     IVE3,508$456 12/31/2019
FTB Advisors Inc.3,503$455 12/31/2019
     IVE3,503$455 12/31/2019
TCG Advisors LP3,474$452 12/31/2019
     IVE3,474$452 12/31/2019
D.B. Root & Company LLC3,420$445 12/31/2019
     IVE3,420$445 12/31/2019
Regentatlantic Capital LLC3,414$444 12/31/2019
     IVE3,414$444 12/31/2019
Washington Trust Bank3,403$443 12/31/2019
     IVE3,403$443 12/31/2019
Gryphon Financial Partners LLC3,385$440 12/31/2019
     IVE3,385$440 12/31/2019
Cypress Capital Management LLC3,378$439 12/31/2019
     IVE3,378$439 12/31/2019
Ameritas Investment Company LLC3,364$438 12/31/2019
     IVE3,364$438 12/31/2019
Bluestein R H & Co.3,360$437 12/31/2019
     IVE3,360$437 12/31/2019
Kornitzer Capital Management Inc. KS3,359$437 12/31/2019
     IVE3,359$437 12/31/2019
Joel Isaacson & Co. LLC3,342$435 12/31/2019
     IVE3,342$435 12/31/2019
Harbor Investment Advisory LLC3,317$432 12/31/2019
     IVE3,317$432 12/31/2019
Apexium Financial LP3,320$432 12/31/2019
     IVE3,320$432 12/31/2019
Soundwatch Capital LLC3,320$432 12/31/2019
     IVE3,320$432 12/31/2019
Sowa Financial Group Inc.3,321$432 12/31/2019
     IVE3,321$432 12/31/2019
Global Trust Asset Management LLC3,310$431 12/31/2019
     IVE3,310$431 12/31/2019
Global Retirement Partners LLC3,291$428 12/31/2019
     IVE3,291$428 12/31/2019
Rikoon Group LLC3,274$426 12/31/2019
     IVE3,274$426 12/31/2019
Squar Milner Financial Services LLC3,231$420 12/31/2019
     IVE3,231$420 12/31/2019
CWS Financial Advisors LLC3,231$420 12/31/2019
     IVE3,231$420 12/31/2019
Appleton Partners Inc. MA3,186$414 12/31/2019
     IVE3,186$414 12/31/2019
Smith Chas P & Associates PA Cpas3,164$412 12/31/2019
     IVE3,164$412 12/31/2019
Covenant Multifamily Offices LLC3,204$409 12/31/2019
     IVE3,204$409 12/31/2019
Towerpoint Wealth LLC3,135$408 12/31/2019
     IVE3,135$408 12/31/2019
Trustcore Financial Services LLC3,131$407 12/31/2019
     IVE3,131$407 12/31/2019
Acorn Wealth Advisors LLC3,129$405 12/31/2019
     IVE3,129$405 12/31/2019
Sugarloaf Wealth Management LLC3,095$403 12/31/2019
     IVE3,095$403 12/31/2019
Truepoint Inc.3,083$401 12/31/2019
     IVE3,083$401 12/31/2019
Country Club Trust Company n.a.3,085$400 12/31/2019
     IVE3,085$400 12/31/2019
Trexquant Investment LP3,060$398 12/31/2019
     IVE3,060$398 12/31/2019
Jackson Grant Investment Advisers Inc.3,020$393 12/31/2019
     IVE3,020$393 12/31/2019
Founders Financial Securities LLC3,002$391 12/31/2019
     IVE3,002$391 12/31/2019
Emerald Investment Partners LLC3,002$391 12/31/2019
     IVE3,002$391 12/31/2019
UBP Investment Advisors SA3,000$390 12/31/2019
     IVE3,000$390 12/31/2019
Trust Co. of Virginia VA2,975$387 12/31/2019
     IVE2,975$387 12/31/2019
Personal Capital Advisors Corp2,976$387 12/31/2019
     IVE2,976$387 12/31/2019
Cary Street Partner Investment Advisory LLC2,951$384 12/31/2019
     IVE2,951$384 12/31/2019
Beaumont Financial Partners LLC2,919$380 12/31/2019
     IVE2,919$380 12/31/2019
Carroll Financial Associates Inc.2,891$376 12/31/2019
     IVE2,891$376 12/31/2019
Boston Financial Mangement LLC2,868$373 12/31/2019
     IVE2,868$373 12/31/2019
Birinyi Associates Inc.2,850$371 12/31/2019
     IVE2,850$371 12/31/2019
WBH Advisory Inc.2,856$371 12/31/2019
     IVE2,856$371 12/31/2019
Cabana LLC2,849$371 12/31/2019
     IVE2,849$371 12/31/2019
Welch & Forbes LLC2,810$366 12/31/2019
     IVE2,810$366 12/31/2019
Filbrandt Wealth Management LLC2,818$366 12/31/2019
     IVE2,818$366 12/31/2019
Stockman Wealth Management Inc.2,800$364 12/31/2019
     IVE2,800$364 12/31/2019
Carnegie Capital Asset Management LLC2,788$363 12/31/2019
     IVE2,788$363 12/31/2019
Peterson Wealth Advisors LLC2,779$362 12/31/2019
     IVE2,779$362 12/31/2019
Lake Street Advisors Group LLC2,716$353 12/31/2019
     IVE2,716$353 12/31/2019
Gradient Capital Advisors LLC2,713$353 12/31/2019
     IVE2,713$353 12/31/2019
Shulman DeMeo Asset Management LLC2,704$352 12/31/2019
     IVE2,704$352 12/31/2019
WealthBridge Capital Management LLC2,704$352 12/31/2019
     IVE2,704$352 12/31/2019
Lenox Wealth Management Inc.2,684$349 12/31/2019
     IVE2,684$349 12/31/2019
Private Capital Management LLC2,931$349 12/31/2019
     IVE2,931$349 12/31/2019
Quadrant Capital Group LLC2,675$347 12/31/2019
     IVE2,675$347 12/31/2019
Stock Yards Bank & Trust Co.2,650$345 12/31/2019
     IVE2,650$345 12/31/2019
Arrow Financial Corp2,644$344 12/31/2019
     IVE2,644$344 12/31/2019
Interactive Financial Advisors2,631$342 12/31/2019
     IVE2,631$342 12/31/2019
Private Capital Group LLC2,622$341 12/31/2019
     IVE2,622$341 12/31/2019
Mathes Company Inc.2,600$338 12/31/2019
     IVE2,600$338 12/31/2019
Spinnaker Trust2,466$320 12/31/2019
     IVE2,466$320 12/31/2019
Client 1ST Advisory Group LLC2,453$319 12/31/2019
     IVE2,453$319 12/31/2019
Hallmark Capital Management Inc.2,437$317 12/31/2019
     IVE2,437$317 12/31/2019
Reynders McVeigh Capital Management LLC2,436$317 12/31/2019
     IVE2,436$317 12/31/2019
Apollon Wealth Management LLC2,415$315 12/31/2019
     IVE2,415$315 12/31/2019
Claro Advisors LLC2,411$314 12/31/2019
     IVE2,411$314 12/31/2019
First Interstate Bank2,399$312 12/31/2019
     IVE2,399$312 12/31/2019
Gamble Jones Investment Counsel2,386$310 12/31/2019
     IVE2,386$310 12/31/2019
BRYN MAWR TRUST Co2,378$309 12/31/2019
     IVE2,378$309 12/31/2019
Chesapeake Wealth Management2,376$309 12/31/2019
     IVE2,376$309 12/31/2019
Mycio Wealth Partners LLC2,371$308 12/31/2019
     IVE2,371$308 12/31/2019
Harel Insurance Investments & Financial Services Ltd.2,391$308 12/31/2019
     IVE2,391$308 12/31/2019
Close Asset Management Ltd2,350$306 12/31/2019
     IVE2,350$306 12/31/2019
Dowling & Yahnke LLC2,345$305 12/31/2019
     IVE2,345$305 12/31/2019
DAVENPORT & Co LLC2,340$304 12/31/2019
     IVE2,340$304 12/31/2019
Lazard Asset Management LLC2,300$299 12/31/2019
     IVE2,300$299 12/31/2019
Welch Group LLC2,301$299 12/31/2019
     IVE2,301$299 12/31/2019
Lenox Wealth Advisors LLC2,283$297 12/31/2019
     IVE2,283$297 12/31/2019
Coastal Investment Advisors Inc.2,359$297 12/31/2019
     IVE2,359$297 12/31/2019
WealthPLAN Partners LLC2,242$295 12/31/2019
     IVE2,242$295 12/31/2019
Hutchinson Capital Management CA2,250$293 12/31/2019
     IVE2,250$293 12/31/2019
Colorado Capital Management Inc.2,231$290 12/31/2019
     IVE2,231$290 12/31/2019
Addison Capital Co2,210$287 12/31/2019
     IVE2,210$287 12/31/2019
Foundations Investment Advisors LLC2,182$283 12/31/2019
     IVE2,182$283 12/31/2019
PBMares Wealth Management LLC2,175$283 12/31/2019
     IVE2,175$283 12/31/2019
Krueger & Catalano Capital Partners LLC2,169$282 12/31/2019
     IVE2,169$282 12/31/2019
Soltis Investment Advisors LLC2,170$282 12/31/2019
     IVE2,170$282 12/31/2019
Busey Wealth Management2,158$281 12/31/2019
     IVE2,158$281 12/31/2019
TCF National Bank2,147$279 12/31/2019
     IVE2,147$279 12/31/2019
Genovese Burford & Brothers Wealth & Retirement Plan Management LLC2,129$277 12/31/2019
     IVE2,129$277 12/31/2019
Ropes Wealth Advisors LLC2,127$277 12/31/2019
     IVE2,127$277 12/31/2019
OptiFour Integrated Wealth Management LLC2,122$276 12/31/2019
     IVE2,122$276 12/31/2019
Sigma Investment Counselors Inc.2,096$273 12/31/2019
     IVE2,096$273 12/31/2019
Charles Schwab Trust Co2,084$271 12/31/2019
     IVE2,084$271 12/31/2019
KCM Investment Advisors LLC2,074$270 12/31/2019
     IVE2,074$270 12/31/2019
Crescent Grove Advisors LLC2,068$269 12/31/2019
     IVE2,068$269 12/31/2019
Whittier Trust Co. of Nevada Inc.2,050$267 12/31/2019
     IVE2,050$267 12/31/2019
OLD National Bancorp IN2,026$264 12/31/2019
     IVE2,026$264 12/31/2019
We Are One Seven LLC2,024$263 12/31/2019
     IVE2,024$263 12/31/2019
Smart Portfolios LLC2,010$261 12/31/2019
     IVE2,010$261 12/31/2019
GeoWealth Management LLC2,000$260 12/31/2019
     IVE2,000$260 12/31/2019
Pinnacle Advisory Group Inc.1,978$257 12/31/2019
     IVE1,978$257 12/31/2019
Franklin Resources Inc.1,965$256 12/31/2019
     IVE1,965$256 12/31/2019
Curtis Advisory Group LLC1,964$255 12/31/2019
     IVE1,964$255 12/31/2019
Prospera Financial Services Inc1,944$253 12/31/2019
     IVE1,944$253 12/31/2019
Measured Wealth Private Client Group LLC1,942$253 12/31/2019
     IVE1,942$253 12/31/2019
Beacon Financial Advisory LLC1,947$253 12/31/2019
     IVE1,947$253 12/31/2019
Oarsman Capital Inc.1,935$252 12/31/2019
     IVE1,935$252 12/31/2019
Klingman & Associates LLC1,930$251 12/31/2019
     IVE1,930$251 12/31/2019
Stephenson National Bank & Trust1,903$248 12/31/2019
     IVE1,903$248 12/31/2019
Manchester Capital Management LLC1,889$246 12/31/2019
     IVE1,889$246 12/31/2019
Country Trust Bank1,877$244 12/31/2019
     IVE1,877$244 12/31/2019
Wilbanks Smith & Thomas Asset Management LLC1,859$242 12/31/2019
     IVE1,859$242 12/31/2019
Guyasuta Investment Advisors Inc.1,842$240 12/31/2019
     IVE1,842$240 12/31/2019
Rex Capital Advisors LLC1,845$240 12/31/2019
     IVE1,845$240 12/31/2019
Spectrum Management Group Inc.1,847$240 12/31/2019
     IVE1,847$240 12/31/2019
Hochman Cole Investment Advisors Inc.1,836$239 12/31/2019
     IVE1,836$239 12/31/2019
Old North State Trust LLC1,837$239 12/31/2019
     IVE1,837$239 12/31/2019
Simmons Bank1,832$238 12/31/2019
     IVE1,832$238 12/31/2019
Modera Wealth Management LLC1,805$235 12/31/2019
     IVE1,805$235 12/31/2019
First National Trust Co1,802$234 12/31/2019
     IVE1,802$234 12/31/2019
Parsec Financial Management Inc.1,798$234 12/31/2019
     IVE1,798$234 12/31/2019
Truewealth LLC1,796$234 12/31/2019
     IVE1,796$234 12/31/2019
Asset Dedication LLC1,765$230 12/31/2019
     IVE1,765$230 12/31/2019
CCG Wealth Management LLC1,771$230 12/31/2019
     IVE1,771$230 12/31/2019
Cadence Bank NA1,758$229 12/31/2019
     IVE1,758$229 12/31/2019
Ancora Advisors LLC1,734$226 12/31/2019
     IVE1,734$226 12/31/2019
West Oak Capital LLC1,730$225 12/31/2019
     IVE1,730$225 12/31/2019
Titus Wealth Management1,732$225 12/31/2019
     IVE1,732$225 12/31/2019
First National Bank of Omaha1,716$223 12/31/2019
     IVE1,716$223 12/31/2019
Gradient Investments LLC1,716$223 12/31/2019
     IVE1,716$223 12/31/2019
Warren Averett Asset Management LLC1,694$222 12/31/2019
     IVE1,694$222 12/31/2019
Murphy Capital Management Inc.1,700$221 12/31/2019
     IVE1,700$221 12/31/2019
CRA Financial Services LLC1,670$217 12/31/2019
     IVE1,670$217 12/31/2019
Vaughan David Investments LLC IL1,662$216 12/31/2019
     IVE1,662$216 12/31/2019
Ifrah Financial Services Inc.1,662$216 12/31/2019
     IVE1,662$216 12/31/2019
LGL Partners LLC1,661$216 12/31/2019
     IVE1,661$216 12/31/2019
Wimmer Associates 1 LLC1,650$215 12/31/2019
     IVE1,650$215 12/31/2019
Portfolio Strategies Inc.1,653$215 12/31/2019
     IVE1,653$215 12/31/2019
Tsfg LLC1,656$215 12/31/2019
     IVE1,656$215 12/31/2019
L & S Advisors Inc1,634$213 12/31/2019
     IVE1,634$213 12/31/2019
Aspiriant LLC1,617$210 12/31/2019
     IVE1,617$210 12/31/2019
Brown Brothers Harriman & Co.1,604$209 12/31/2019
     IVE1,604$209 12/31/2019
Parkside Advisors LLC1,597$208 12/31/2019
     IVE1,597$208 12/31/2019
American Economic Planning Group Inc. ADV1,714$204 09/30/2019
     IVE1,714$204 09/30/2019
Alerus Financial NA1,561$203 12/31/2019
     IVE1,561$203 12/31/2019
CAPROCK Group Inc.1,560$203 12/31/2019
     IVE1,560$203 12/31/2019
Pinnacle Wealth Planning Services Inc.1,559$202 12/31/2019
     IVE1,559$202 12/31/2019
Good Life Advisors LLC1,528$200 12/31/2019
     IVE1,528$200 12/31/2019
Wealthcare Capital Management LLC1,510$196 12/31/2019
     IVE1,510$196 12/31/2019
Element Wealth LLC1,490$194 12/31/2019
     IVE1,490$194 12/31/2019
Gemmer Asset Management LLC1,483$193 12/31/2019
     IVE1,483$193 12/31/2019
Wealthcare Advisory Partners LLC1,442$188 12/31/2019
     IVE1,442$188 12/31/2019
Founders Capital Management1,430$186 12/31/2019
     IVE1,430$186 12/31/2019
Duncker Streett & Co. Inc.1,395$182 12/31/2019
     IVE1,395$182 12/31/2019
Advantage Investment Management LLC1,480$176 09/30/2019
     IVE1,480$176 09/30/2019
Shine Investment Advisory Services Inc.1,329$173 12/31/2019
     IVE1,329$173 12/31/2019
Capital Advisors Ltd. LLC1,333$173 12/31/2019
     IVE1,333$173 12/31/2019
Howe & Rusling Inc.1,170$152 12/31/2019
     IVE1,170$152 12/31/2019
Center for Financial Planning Inc.1,151$150 12/31/2019
     IVE1,151$150 12/31/2019
Kore Private Wealth LLC1,142$149 12/31/2019
     IVE1,142$149 12/31/2019
Litman Gregory Asset Management LLC1,136$148 12/31/2019
     IVE1,136$148 12/31/2019
Tompkins Financial Corp1,112$145 12/31/2019
     IVE1,112$145 12/31/2019
Atticus Wealth Management LLC1,083$141 12/31/2019
     IVE1,083$141 12/31/2019
JFS Wealth Advisors LLC1,065$139 12/31/2019
     IVE1,065$139 12/31/2019
Weaver Consulting Group1,120$133 12/31/2019
     IVE1,120$133 12/31/2019
Manchester Financial Inc.1,000$130 12/31/2019
     IVE1,000$130 12/31/2019
Berman Capital Advisors LLC1,000$130 12/31/2019
     IVE1,000$130 12/31/2019
Legacy Bridge LLC944$123 12/31/2019
     IVE944$123 12/31/2019
BerganKDV Wealth Management LLC910$118 12/31/2019
     IVE910$118 12/31/2019
Capital Asset Advisory Services LLC831$109 12/31/2019
     IVE831$109 12/31/2019
Carmichael Hill & Associates Inc.839$109 12/31/2019
     IVE839$109 12/31/2019
Column Capital Advisors LLC827$107 12/31/2019
     IVE827$107 12/31/2019
Liberty Wealth Management LLC788$103 12/31/2019
     IVE788$103 12/31/2019
Maltin Wealth Management Inc.773$101 12/31/2019
     IVE773$101 12/31/2019
Ballast Advisors LLC766$100 12/31/2019
     IVE766$100 12/31/2019
HM Payson & Co.731$95 12/31/2019
     IVE731$95 12/31/2019
Pittenger & Anderson Inc.729$95 12/31/2019
     IVE729$95 12/31/2019
Lloyd Advisory Services LLC.689$90 12/31/2019
     IVE689$90 12/31/2019
Optimum Investment Advisors650$85 12/31/2019
     IVE650$85 12/31/2019
Mine & Arao Wealth Creation & Management LLC.638$83 12/31/2019
     IVE638$83 12/31/2019
Arkadios Wealth Advisors604$79 12/31/2019
     IVE604$79 12/31/2019
McKinley Carter Wealth Services Inc.599$78 12/31/2019
     IVE599$78 12/31/2019
Cascade Investment Advisors Inc.600$78 12/31/2019
     IVE600$78 12/31/2019
Glassman Wealth Services590$77 12/31/2019
     IVE590$77 12/31/2019
Kayne Anderson Rudnick Investment Management LLC576$75 12/31/2019
     IVE576$75 12/31/2019
Clear Harbor Asset Management LLC572$74 12/31/2019
     IVE572$74 12/31/2019
Raab & Moskowitz Asset Management LLC562$73 12/31/2019
     IVE562$73 12/31/2019
First Manhattan Co.536$69 12/31/2019
     IVE536$69 12/31/2019
RPg Family Wealth Advisory LLC530$69 12/31/2019
     IVE530$69 12/31/2019
GSB Wealth Management LLC526$69 12/31/2019
     IVE526$69 12/31/2019
Verus Capital Partners LLC517$67 12/31/2019
     IVE517$67 12/31/2019
Plante Moran Financial Advisors LLC496$65 12/31/2019
     IVE496$65 12/31/2019
TCI Wealth Advisors Inc.483$63 12/31/2019
     IVE483$63 12/31/2019
Contravisory Investment Management Inc.473$62 12/31/2019
     IVE473$62 12/31/2019
Lee Financial Co476$62 12/31/2019
     IVE476$62 12/31/2019
Cardinal Capital Management Inc.475$62 12/31/2019
     IVE475$62 12/31/2019
Cullen Frost Bankers Inc.450$59 12/31/2019
     IVE450$59 12/31/2019
Pin Oak Investment Advisors Inc.455$59 12/31/2019
     IVE455$59 12/31/2019
TI Trust Inc.455$59 12/31/2019
     IVE455$59 12/31/2019
Migdal Insurance & Financial Holdings Ltd.409$53 12/31/2019
     IVE409$53 12/31/2019
McIlrath & Eck LLC411$53 12/31/2019
     IVE411$53 12/31/2019
Woodley Farra Manion Portfolio Management Inc.394$51 12/31/2019
     IVE394$51 12/31/2019
San Francisco Sentry Investment Group CA391$51 12/31/2019
     IVE391$51 12/31/2019
SVB Wealth Advisory Inc.393$51 12/31/2019
     IVE393$51 12/31/2019
Firestone Capital Management385$50 12/31/2019
     IVE385$50 12/31/2019
Allworth Financial LP334$43 12/31/2019
     IVE334$43 12/31/2019
Archer Investment Corp331$43 12/31/2019
     IVE331$43 12/31/2019
FSA Wealth Management LLC327$43 12/31/2019
     IVE327$43 12/31/2019
Mcmillion Capital Management Inc.315$41 12/31/2019
     IVE315$41 12/31/2019
Reilly Financial Advisors LLC290$38 12/31/2019
     IVE290$38 12/31/2019
Fusion Family Wealth LLC290$38 12/31/2019
     IVE290$38 12/31/2019
Fieldpoint Private Securities LLC295$38 12/31/2019
     IVE295$38 12/31/2019
Rice Partnership LLC292$38 12/31/2019
     IVE292$38 12/31/2019
Trust Co. of Vermont274$36 12/31/2019
     IVE274$36 12/31/2019
MCF Advisors LLC271$35 12/31/2019
     IVE271$35 12/31/2019
Peddock Capital Advisors LLC262$34 12/31/2019
     IVE262$34 12/31/2019
JNBA Financial Advisors257$33 12/31/2019
     IVE257$33 12/31/2019
Ironwood Wealth Management LLC.243$32 12/31/2019
     IVE243$32 12/31/2019
Howard Wealth Management LLC250$32 12/31/2019
     IVE250$32 12/31/2019
RMR Wealth Builders239$31 12/31/2019
     IVE239$31 12/31/2019
First Command Bank234$30 12/31/2019
     IVE234$30 12/31/2019
First Command Financial Services Inc.234$30 12/31/2019
     IVE234$30 12/31/2019
Focused Wealth Management Inc213$28 12/31/2019
     IVE213$28 12/31/2019
Macroview Investment Management LLC205$27 12/31/2019
     IVE205$27 12/31/2019
NorthRock Partners LLC208$27 12/31/2019
     IVE208$27 12/31/2019
ERTS Wealth Advisors LLC271$27 12/31/2019
     IVE271$27 12/31/2019
Permanens Capital L.P.199$26 12/31/2019
     IVE199$26 12/31/2019
CLS Investments LLC194$25 12/31/2019
     IVE194$25 12/31/2019
TD Capital Management LLC192$25 12/31/2019
     IVE192$25 12/31/2019
Atlas Private Wealth Management186$24 12/31/2019
     IVE186$24 12/31/2019
Eukles Asset Management159$21 12/31/2019
     IVE159$21 12/31/2019
Prestige Wealth Management Group LLC158$21 12/31/2019
     IVE158$21 12/31/2019
Danda Trouve Investment Management Inc.150$20 12/31/2019
     IVE150$20 12/31/2019
S.A. Mason LLC143$19 12/31/2019
     IVE143$19 12/31/2019
Aptus Capital Advisors LLC144$18 12/31/2019
     IVE144$18 12/31/2019
Coastal Capital Group Inc.143$18 12/31/2019
     IVE143$18 12/31/2019
Covington Capital Management129$17 12/31/2019
     IVE129$17 12/31/2019
Capital Bank & Trust Co133$17 12/31/2019
     IVE133$17 12/31/2019
Prime Capital Investment Advisors LLC131$17 12/31/2019
     IVE131$17 12/31/2019
CBIZ Investment Advisory Services LLC133$17 12/31/2019
     IVE133$17 12/31/2019
Valley National Advisers Inc.125$16 12/31/2019
     IVE125$16 12/31/2019
JJJ Advisors Inc.122$16 12/31/2019
     IVE122$16 12/31/2019
Stewardship Financial Advisors LLC125$16 12/31/2019
     IVE125$16 12/31/2019
Toth Financial Advisory Corp118$15 12/31/2019
     IVE118$15 12/31/2019
Harvest Group Wealth Management LLC117$15 12/31/2019
     IVE117$15 12/31/2019
Affiance Financial LLC112$15 12/31/2019
     IVE112$15 12/31/2019
Private Ocean LLC100$14 12/31/2019
     IVE100$14 12/31/2019
Peachtree Investment Partners LLC106$14 12/31/2019
     IVE106$14 12/31/2019
Edge Wealth Management LLC100$13 12/31/2019
     IVE100$13 12/31/2019
Horizon Bancorp Inc. IN95$12 12/31/2019
     IVE95$12 12/31/2019
IMA Wealth Inc.81$11 12/31/2019
     IVE81$11 12/31/2019
Armor Investment Advisors LLC80$10 12/31/2019
     IVE80$10 12/31/2019
Assetmark Inc.71$9 12/31/2019
     IVE71$9 12/31/2019
DeDora Capital Inc.68$9 12/31/2019
     IVE68$9 12/31/2019
Cordasco Financial Network59$8 12/31/2019
     IVE59$8 12/31/2019
FinTrust Capital Advisors LLC60$8 12/31/2019
     IVE60$8 12/31/2019
Pflug Koory LLC63$8 12/31/2019
     IVE63$8 12/31/2019
Lowe Wealth Advisors LLC50$7 12/31/2019
     IVE50$7 12/31/2019
Investors Research Corp50$7 12/31/2019
     IVE50$7 12/31/2019
Bogart Wealth LLC36$5 12/31/2019
     IVE36$5 12/31/2019
Providence Capital Advisors LLC36$5 12/31/2019
     IVE36$5 12/31/2019
Global Wealth Management Investment Advisory Inc.42$5 12/31/2019
     IVE42$5 12/31/2019
Lehman & Derafelo Financial Resources LLC38$5 12/31/2019
     IVE38$5 12/31/2019
Capital Advisory Group Advisory Services LLC29$4 12/31/2019
     IVE29$4 12/31/2019
Lakeview Capital Partners LLC26$3 12/31/2019
     IVE26$3 12/31/2019
Sound Income Strategies LLC4$1 12/31/2019
     IVE4$1 12/31/2019
Silicon Hills Wealth Management LLC4$0 12/31/2019
     IVE4$0 12/31/2019

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

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