HoldingsChannel.com
Funds Holding IVE
HolderAmountPosition Size
($ in 1000's)
 As of
JPMorgan Chase & Co.24,199,303$2,329,184 03/31/2020
     IVE24,199,303$2,329,184 03/31/2020
Morgan Stanley11,047,771$1,063,349 03/31/2020
     IVE11,047,771$1,063,349 03/31/2020
Bank of America Corp DE6,515,742$627,140 03/31/2020
     IVE6,515,742$627,140 03/31/2020
Envestnet Asset Management Inc.6,127,898$589,810 03/31/2020
     IVE6,127,898$589,810 03/31/2020
Wells Fargo & Company MN5,982,077$575,775 03/31/2020
     IVE5,982,077$575,775 03/31/2020
UBS Group AG3,043,638$292,950 03/31/2020
     IVE3,043,638$292,950 03/31/2020
Goldman Sachs Group Inc.2,802,611$269,751 03/31/2020
     IVE2,802,611$269,751 03/31/2020
Stifel Financial Corp2,489,092$239,820 03/31/2020
     IVE2,489,092$239,820 03/31/2020
LPL Financial LLC2,323,191$223,607 03/31/2020
     IVE2,323,191$223,607 03/31/2020
Advisor Group Holdings Inc.1,812,162$174,706 03/31/2020
     IVE1,812,162$174,706 03/31/2020
PNC Financial Services Group Inc.1,399,016$134,656 03/31/2020
     IVE1,399,016$134,656 03/31/2020
FMR LLC1,352,949$130,221 03/31/2020
     IVE1,352,949$130,221 03/31/2020
BlackRock Inc.1,224,235$117,833 03/31/2020
     IVE1,224,235$117,833 03/31/2020
M&T Bank Corp1,121,100$107,905 03/31/2020
     IVE1,121,100$107,905 03/31/2020
Ameriprise Financial Inc.1,067,153$102,673 03/31/2020
     IVE1,067,153$102,673 03/31/2020
US Bancorp DE1,008,691$97,087 03/31/2020
     IVE1,008,691$97,087 03/31/2020
Betterment LLC908,250$87,419 03/31/2020
     IVE908,250$87,419 03/31/2020
Commonwealth Equity Services LLC866,226$83,374 03/31/2020
     IVE866,226$83,374 03/31/2020
Raymond James Financial Services Advisors Inc.736,720$70,910 03/31/2020
     IVE736,720$70,910 03/31/2020
Royal Bank of Canada731,234$70,381 03/31/2020
     IVE731,234$70,381 03/31/2020
Lido Advisors LLC563,397$54,227 03/31/2020
     IVE563,397$54,227 03/31/2020
Huntington National Bank535,985$51,589 03/31/2020
     IVE535,985$51,589 03/31/2020
Home Federal Bank of Tennessee519,429$49,995 03/31/2020
     IVE519,429$49,995 03/31/2020
Valmark Advisers Inc.515,587$49,625 03/31/2020
     IVE515,587$49,625 03/31/2020
Raymond James & Associates509,588$49,048 03/31/2020
     IVE509,588$49,048 03/31/2020
CWM LLC461,925$44,460 03/31/2020
     IVE461,925$44,460 03/31/2020
Salomon & Ludwin LLC445,955$42,923 03/31/2020
     IVE445,955$42,923 03/31/2020
First Hawaiian Bank399,730$38,474 03/31/2020
     IVE399,730$38,474 03/31/2020
Amarillo National Bank394,027$37,925 03/31/2020
     IVE394,027$37,925 03/31/2020
Equitable Holdings Inc.386,850$37,235 03/31/2020
     IVE386,850$37,235 03/31/2020
Mariner LLC380,703$36,770 03/31/2020
     IVE380,703$36,770 03/31/2020
Strategic Wealth Partners Group LLC370,968$35,706 03/31/2020
     IVE370,968$35,706 03/31/2020
Keybank National Association OH368,486$35,467 03/31/2020
     IVE368,486$35,467 03/31/2020
United Capital Financial Advisers LLC362,943$33,478 03/31/2020
     IVE362,943$33,478 03/31/2020
Northwestern Mutual Wealth Management Co.347,077$33,406 03/31/2020
     IVE347,077$33,406 03/31/2020
Courier Capital LLC324,224$32,773 03/31/2020
     IVE324,224$32,773 03/31/2020
HNP Capital LLC324,224$32,773 03/31/2020
     IVE324,224$32,773 03/31/2020
Janney Montgomery Scott LLC326,589$31,434 03/31/2020
     IVE326,589$31,434 03/31/2020
LVZ Advisors Inc.326,427$31,419 03/31/2020
     IVE326,427$31,419 03/31/2020
Phillips Financial Management LLC316,059$29,058 03/31/2020
     IVE316,059$29,058 03/31/2020
HighTower Advisors LLC291,776$28,085 03/31/2020
     IVE291,776$28,085 03/31/2020
MAI Capital Management286,291$27,555 03/31/2020
     IVE286,291$27,555 03/31/2020
Benjamin F. Edwards & Company Inc.256,051$24,645 03/31/2020
     IVE256,051$24,645 03/31/2020
Cambridge Investment Research Advisors Inc.253,906$24,438 03/31/2020
     IVE253,906$24,438 03/31/2020
LS Investment Advisors LLC247,190$23,792 03/31/2020
     IVE247,190$23,792 03/31/2020
Efficient Advisors LLC243,076$23,396 03/31/2020
     IVE243,076$23,396 03/31/2020
Northern Oak Wealth Management Inc.219,633$21,140 03/31/2020
     IVE219,633$21,140 03/31/2020
BNP Paribas Arbitrage SA218,873$21,067 03/31/2020
     IVE218,873$21,067 03/31/2020
Ameritas Investment Partners Inc.217,619$20,946 03/31/2020
     IVE217,619$20,946 03/31/2020
FCG Advisors LLC215,408$20,733 03/31/2020
     IVE215,408$20,733 03/31/2020
Miracle Mile Advisors LLC214,311$20,627 03/31/2020
     IVE214,311$20,627 03/31/2020
Probity Advisors Inc.205,197$19,750 03/31/2020
     IVE205,197$19,750 03/31/2020
Fifth Third Bancorp197,748$19,033 03/31/2020
     IVE197,748$19,033 03/31/2020
Lpwm LLC193,875$18,660 03/31/2020
     IVE193,875$18,660 03/31/2020
Quest Investment Management LLC179,915$17,317 03/31/2020
     IVE179,915$17,317 03/31/2020
Greenleaf Trust179,125$17,241 03/31/2020
     IVE179,125$17,241 03/31/2020
UMB Bank N A MO178,436$17,175 03/31/2020
     IVE178,436$17,175 03/31/2020
Baird Financial Group Inc.176,344$16,973 03/31/2020
     IVE176,344$16,973 03/31/2020
Condor Capital Management174,109$16,758 03/31/2020
     IVE174,109$16,758 03/31/2020
Financial Engines Advisors L.L.C.164,794$15,862 03/31/2020
     IVE164,794$15,862 03/31/2020
Kwmg LLC163,822$15,768 03/31/2020
     IVE163,822$15,768 03/31/2020
MUFG Americas Holdings Corp161,467$15,541 03/31/2020
     IVE161,467$15,541 03/31/2020
Regions Financial Corp159,259$15,329 03/31/2020
     IVE159,259$15,329 03/31/2020
MML Investors Services LLC159,033$15,307 03/31/2020
     IVE159,033$15,307 03/31/2020
Thrivent Financial for Lutherans157,096$15,120 03/31/2020
     IVE157,096$15,120 03/31/2020
Lutz Financial Services LLC155,187$14,937 03/31/2020
     IVE155,187$14,937 03/31/2020
Vicus Capital154,836$14,903 03/31/2020
     IVE154,836$14,903 03/31/2020
American International Group Inc.151,733$14,604 03/31/2020
     IVE151,733$14,604 03/31/2020
Sigma Planning Corp150,474$14,483 03/31/2020
     IVE150,474$14,483 03/31/2020
Alesco Advisors LLC144,758$13,933 03/31/2020
     IVE144,758$13,933 03/31/2020
Mirsky Financial Management CORP.143,724$13,833 03/31/2020
     IVE143,724$13,833 03/31/2020
MV Capital Management Inc.143,530$13,815 03/31/2020
     IVE143,530$13,815 03/31/2020
Independence Advisors LLC138,495$13,330 03/31/2020
     IVE138,495$13,330 03/31/2020
Smith Moore & CO.137,515$13,236 03/31/2020
     IVE137,515$13,236 03/31/2020
Colony Group LLC133,366$12,837 03/31/2020
     IVE133,366$12,837 03/31/2020
AdvicePeriod LLC132,360$12,740 03/31/2020
     IVE132,360$12,740 03/31/2020
Jones Financial Companies Lllp133,351$12,726 03/31/2020
     IVE133,351$12,726 03/31/2020
Financial Life Advisors131,454$12,652 03/31/2020
     IVE131,454$12,652 03/31/2020
Strategic Point Investment Advisors LLC128,774$12,394 03/31/2020
     IVE128,774$12,394 03/31/2020
North Star Investment Management Corp.128,237$12,343 03/31/2020
     IVE128,237$12,343 03/31/2020
Polaris Greystone Financial Group LLC127,614$12,283 03/31/2020
     IVE127,614$12,283 03/31/2020
Narwhal Capital Management118,139$11,371 03/31/2020
     IVE118,139$11,371 03/31/2020
Cahill Financial Advisors Inc.117,156$11,277 03/31/2020
     IVE117,156$11,277 03/31/2020
BOKF NA115,676$11,134 03/31/2020
     IVE115,676$11,134 03/31/2020
BKD Wealth Advisors LLC114,433$11,014 03/31/2020
     IVE114,433$11,014 03/31/2020
GHP Investment Advisors Inc.111,086$10,692 03/31/2020
     IVE111,086$10,692 03/31/2020
Susquehanna International Group LLP $10,662 03/31/2020
     Call75,300$7,248 03/31/2020
     IVE49,979$4,810 03/31/2020
     Put14,500$1,396 03/31/2020
Estate Counselors LLC109,900$10,578 03/31/2020
     IVE109,900$10,578 03/31/2020
First Republic Investment Management Inc.109,732$10,562 03/31/2020
     IVE109,732$10,562 03/31/2020
Pictet & Cie Europe SA108,920$10,484 03/31/2020
     IVE108,920$10,484 03/31/2020
Transform Wealth LLC107,734$10,369 03/31/2020
     IVE107,734$10,369 03/31/2020
Personal Wealth Partners105,914$10,194 03/31/2020
     IVE105,914$10,194 03/31/2020
Peapack Gladstone Financial Corp105,510$10,155 03/31/2020
     IVE105,510$10,155 03/31/2020
First Merchants Corp102,491$9,864 03/31/2020
     IVE102,491$9,864 03/31/2020
Pure Financial Advisors Inc.102,315$9,848 03/31/2020
     IVE102,315$9,848 03/31/2020
Veritable L.P.101,817$9,800 03/31/2020
     IVE101,817$9,800 03/31/2020
Blue Zone Wealth Advisors LLC100,614$9,684 03/31/2020
     IVE100,614$9,684 03/31/2020
Bank of Hawaii100,002$9,625 03/31/2020
     IVE100,002$9,625 03/31/2020
People s United Financial Inc.98,035$9,436 03/31/2020
     IVE98,035$9,436 03/31/2020
Rockefeller Capital Management L.P.97,420$9,377 03/31/2020
     IVE97,420$9,377 03/31/2020
Private Advisor Group LLC97,070$9,343 03/31/2020
     IVE97,070$9,343 03/31/2020
Requisite Capital Management LLC95,370$9,179 03/31/2020
     IVE95,370$9,179 03/31/2020
Wetherby Asset Management Inc.85,227$8,203 03/31/2020
     IVE85,227$8,203 03/31/2020
First Midwest Bank Trust Division85,025$8,183 03/31/2020
     IVE85,025$8,183 03/31/2020
Creative Planning84,700$8,152 03/31/2020
     IVE84,700$8,152 03/31/2020
Droms Strauss Advisors Inc. MO ADV84,214$8,107 03/31/2020
     IVE84,214$8,107 03/31/2020
Natixis Advisors L.P.83,505$8,037 03/31/2020
     IVE83,505$8,037 03/31/2020
Spotlight Asset Group Inc.82,470$7,938 03/31/2020
     IVE82,470$7,938 03/31/2020
Northern Trust Corp82,088$7,901 03/31/2020
     IVE82,088$7,901 03/31/2020
Resources Investment Advisors LLC.81,479$7,866 03/31/2020
     IVE81,479$7,866 03/31/2020
Argent Wealth Management LLC79,264$7,813 03/31/2020
     IVE79,264$7,813 03/31/2020
First Allied Advisory Services Inc.80,411$7,740 03/31/2020
     IVE80,411$7,740 03/31/2020
Citigroup Inc.79,374$7,639 03/31/2020
     IVE79,374$7,639 03/31/2020
Jane Street Group LLC79,085$7,612 03/31/2020
     IVE79,085$7,612 03/31/2020
Alera Investment Advisors LLC78,558$7,572 03/31/2020
     IVE78,558$7,572 03/31/2020
Powell Investment Advisors LLC77,949$7,503 03/31/2020
     IVE77,949$7,503 03/31/2020
F3Logic LLC77,933$7,496 03/31/2020
     IVE77,933$7,496 03/31/2020
Comerica Securities Inc.77,680$7,477 03/31/2020
     IVE77,680$7,477 03/31/2020
OLD Mission Capital LLC76,412$7,355 03/31/2020
     IVE76,412$7,355 03/31/2020
Moneta Group Investment Advisors LLC76,332$7,347 03/31/2020
     IVE76,332$7,347 03/31/2020
SJA Financial Advisory LLC74,973$7,216 03/31/2020
     IVE74,973$7,216 03/31/2020
Baker Avenue Asset Management LP74,651$7,185 03/31/2020
     IVE74,651$7,185 03/31/2020
Banco Santander S.A.73,926$7,115 03/31/2020
     IVE73,926$7,115 03/31/2020
Centerpoint Advisors LLC71,136$6,847 03/31/2020
     IVE71,136$6,847 03/31/2020
Bank of Stockton70,763$6,810 03/31/2020
     IVE70,763$6,810 03/31/2020
Stephens Inc. AR69,781$6,716 03/31/2020
     IVE69,781$6,716 03/31/2020
WealthPLAN Partners LLC64,509$6,571 03/31/2020
     IVE64,509$6,571 03/31/2020
Financial Advocates Investment Management67,794$6,525 03/31/2020
     IVE67,794$6,525 03/31/2020
JNB Advisors LLC66,222$6,373 03/31/2020
     IVE66,222$6,373 03/31/2020
Sei Investments Co.64,781$6,241 03/31/2020
     IVE64,781$6,241 03/31/2020
Bank of New York Mellon Corp63,852$6,146 03/31/2020
     IVE63,852$6,146 03/31/2020
Matthew Goff Investment Advisor LLC61,647$5,934 03/31/2020
     IVE61,647$5,934 03/31/2020
Viridian Ria LLC61,255$5,896 03/31/2020
     IVE61,255$5,896 03/31/2020
Acropolis Investment Management LLC61,206$5,891 03/31/2020
     IVE61,206$5,891 03/31/2020
Truist Financial Corp60,847$5,857 03/31/2020
     IVE60,847$5,857 03/31/2020
Calamos Wealth Management LLC60,838$5,856 03/31/2020
     IVE60,838$5,856 03/31/2020
ETF Portfolio Partners Inc.60,063$5,781 03/31/2020
     IVE60,063$5,781 03/31/2020
TRUE Private Wealth Advisors59,166$5,694 03/31/2020
     IVE59,166$5,694 03/31/2020
Asset Management Group Inc.56,760$5,463 03/31/2020
     IVE56,760$5,463 03/31/2020
Bank of The West56,368$5,425 03/31/2020
     IVE56,368$5,425 03/31/2020
AdvisorNet Financial Inc55,949$5,385 03/31/2020
     IVE55,949$5,385 03/31/2020
Western Wealth Management LLC55,720$5,363 03/31/2020
     IVE55,720$5,363 03/31/2020
Independence Wealth Advisors Inc.55,480$5,339 03/31/2020
     IVE55,480$5,339 03/31/2020
Flow Traders U.S. LLC54,860$5,280 03/31/2020
     IVE54,860$5,280 03/31/2020
LWS Wealth Advisors Inc.54,812$5,276 03/31/2020
     IVE54,812$5,276 03/31/2020
Gladstone Institutional Advisory LLC53,032$5,104 03/31/2020
     IVE53,032$5,104 03/31/2020
Barber Financial Group Inc.52,993$5,101 03/31/2020
     IVE52,993$5,101 03/31/2020
Front Barnett Associates LLC52,496$5,053 03/31/2020
     IVE52,496$5,053 03/31/2020
EP Wealth Advisors LLC52,212$5,025 03/31/2020
     IVE52,212$5,025 03/31/2020
Comerica Bank47,295$4,918 03/31/2020
     IVE47,295$4,918 03/31/2020
Kovitz Investment Group Partners LLC50,461$4,857 03/31/2020
     IVE50,461$4,857 03/31/2020
RKL Wealth Management LLC49,776$4,791 03/31/2020
     IVE49,776$4,791 03/31/2020
Farr Miller & Washington LLC DC48,776$4,695 03/31/2020
     IVE48,776$4,695 03/31/2020
Royal Fund Management LLC48,392$4,657 03/31/2020
     IVE48,392$4,657 03/31/2020
Cranbrook Wealth Management LLC47,905$4,611 03/31/2020
     IVE47,905$4,611 03/31/2020
Occidental Asset Management LLC47,480$4,570 03/31/2020
     IVE47,480$4,570 03/31/2020
BBVA USA Bancshares Inc.46,764$4,501 03/31/2020
     IVE46,764$4,501 03/31/2020
Bartlett & Co. LLC46,723$4,497 03/31/2020
     IVE46,723$4,497 03/31/2020
Punch & Associates Investment Management Inc.46,167$4,444 03/31/2020
     IVE46,167$4,444 03/31/2020
Cetera Advisor Networks LLC45,184$4,349 03/31/2020
     IVE45,184$4,349 03/31/2020
Synovus Financial Corp44,866$4,313 03/31/2020
     IVE44,866$4,313 03/31/2020
Tortoise Investment Management LLC44,748$4,307 03/31/2020
     IVE44,748$4,307 03/31/2020
NEXT Financial Group Inc44,434$4,277 03/31/2020
     IVE44,434$4,277 03/31/2020
Exencial Wealth Advisors LLC44,375$4,271 03/31/2020
     IVE44,375$4,271 03/31/2020
Bank of Montreal Can44,938$4,231 03/31/2020
     IVE44,938$4,231 03/31/2020
Buckingham Asset Management LLC43,738$4,210 03/31/2020
     IVE43,738$4,210 03/31/2020
Johanson Financial Advisors Inc.43,457$4,180 03/31/2020
     IVE43,457$4,180 03/31/2020
Evolution Wealth Advisors LLC43,399$4,177 03/31/2020
     IVE43,399$4,177 03/31/2020
Advisory Services Network LLC43,311$4,168 03/31/2020
     IVE43,311$4,168 03/31/2020
Savant Capital LLC43,052$4,144 03/31/2020
     IVE43,052$4,144 03/31/2020
Spectrum Management Group LLC42,730$4,113 03/31/2020
     IVE42,730$4,113 03/31/2020
Smithfield Trust Co.42,213$4,063 03/31/2020
     IVE42,213$4,063 03/31/2020
United Asset Strategies Inc.42,207$4,062 03/31/2020
     IVE42,207$4,062 03/31/2020
Enterprise Financial Services Corp42,046$4,047 03/31/2020
     IVE42,046$4,047 03/31/2020
Nelson Van Denburg & Campbell Wealth Management Group LLC37,363$4,043 06/30/2020
     IVE37,363$4,043 06/30/2020
Sterling Investment Advisors LLC ADV41,413$3,986 03/31/2020
     IVE41,413$3,986 03/31/2020
Lbmc Investment Advisors LLC41,113$3,957 03/31/2020
     IVE41,113$3,957 03/31/2020
Avantax Advisory Services Inc.40,236$3,875 03/31/2020
     IVE40,236$3,875 03/31/2020
Clearstead Advisors LLC39,589$3,810 03/31/2020
     IVE39,589$3,810 03/31/2020
Voya Financial Advisors Inc.38,324$3,755 03/31/2020
     IVE38,324$3,755 03/31/2020
Nottingham Advisors Inc.37,792$3,752 03/31/2020
     IVE37,792$3,752 03/31/2020
Cresset Asset Management LLC38,279$3,684 03/31/2020
     IVE38,279$3,684 03/31/2020
Guidance Point Advisors LLC36,958$3,557 03/31/2020
     IVE36,958$3,557 03/31/2020
Citadel Advisors LLC36,939$3,555 03/31/2020
     IVE36,939$3,555 03/31/2020
SG Americas Securities LLC36,456$3,509 03/31/2020
     IVE36,456$3,509 03/31/2020
Financial Advisory Service Inc.35,861$3,452 03/31/2020
     IVE35,861$3,452 03/31/2020
Stone House Investment Management LLC35,364$3,404 03/31/2020
     IVE35,364$3,404 03/31/2020
Security National Trust Co.34,960$3,365 03/31/2020
     IVE34,960$3,365 03/31/2020
Securian Asset Management Inc34,500$3,321 03/31/2020
     IVE34,500$3,321 03/31/2020
GenWealth Group Inc.34,136$3,285 03/31/2020
     IVE34,136$3,285 03/31/2020
First Heartland Consultants Inc.33,309$3,206 03/31/2020
     IVE33,309$3,206 03/31/2020
Pathway Financial Advisors LLC34,126$3,165 03/31/2020
     IVE34,126$3,165 03/31/2020
Spring Creek Investment Management LLC32,550$3,133 03/31/2020
     IVE32,550$3,133 03/31/2020
Nachman Norwood & Parrott Inc32,312$3,110 03/31/2020
     IVE32,312$3,110 03/31/2020
KFA Private Wealth Group LLC32,192$3,098 03/31/2020
     IVE32,192$3,098 03/31/2020
Market Street Wealth Management Advisors LLC31,980$3,078 03/31/2020
     IVE31,980$3,078 03/31/2020
First Citizens Bank & Trust Co.31,923$3,073 03/31/2020
     IVE31,923$3,073 03/31/2020
Bailard Inc.31,303$3,013 03/31/2020
     IVE31,303$3,013 03/31/2020
Hilltop Wealth Advisors LLC30,991$2,983 03/31/2020
     IVE30,991$2,983 03/31/2020
Cahaba Wealth Management Inc.30,927$2,976 03/31/2020
     IVE30,927$2,976 03/31/2020
Parallel Advisors LLC30,792$2,963 03/31/2020
     IVE30,792$2,963 03/31/2020
Beacon Pointe Advisors LLC30,335$2,923 03/31/2020
     IVE30,335$2,923 03/31/2020
Pinnacle Financial Partners Inc.30,361$2,922 03/31/2020
     IVE30,361$2,922 03/31/2020
Cetera Advisors LLC30,256$2,912 03/31/2020
     IVE30,256$2,912 03/31/2020
Allworth Financial LP29,548$2,844 03/31/2020
     IVE29,548$2,844 03/31/2020
AE Wealth Management LLC29,522$2,841 03/31/2020
     IVE29,522$2,841 03/31/2020
Itau Unibanco Holding S.A.29,500$2,839 03/31/2020
     IVE29,500$2,839 03/31/2020
Hudson Capital Management LLC29,226$2,831 03/31/2020
     IVE29,226$2,831 03/31/2020
CIBC Private Wealth Group LLC29,109$2,801 03/31/2020
     IVE29,109$2,801 03/31/2020
Jackson Hole Capital Partners LLC28,776$2,770 03/31/2020
     IVE28,776$2,770 03/31/2020
Credit Suisse AG28,697$2,762 03/31/2020
     IVE28,697$2,762 03/31/2020
Arlington Partners LLC28,472$2,740 03/31/2020
     IVE28,472$2,740 03/31/2020
Level Four Advisory Services LLC27,828$2,676 03/31/2020
     IVE27,828$2,676 03/31/2020
Corbett Road Capital Management LLC27,792$2,675 03/31/2020
     IVE27,792$2,675 03/31/2020
Citizens Financial Group Inc RI27,679$2,665 03/31/2020
     IVE27,679$2,665 03/31/2020
BDO Wealth Advisors LLC27,426$2,640 03/31/2020
     IVE27,426$2,640 03/31/2020
Pinnacle Bank27,417$2,639 03/31/2020
     IVE27,417$2,639 03/31/2020
Pinnacle Family Advisors LLC27,082$2,607 03/31/2020
     IVE27,082$2,607 03/31/2020
Stratos Wealth Partners LTD.26,896$2,589 03/31/2020
     IVE26,896$2,589 03/31/2020
National Asset Management Inc.26,740$2,574 03/31/2020
     IVE26,740$2,574 03/31/2020
Quest Capital Management Inc. ADV26,203$2,522 03/31/2020
     IVE26,203$2,522 03/31/2020
Nicolet Bankshares Inc.26,138$2,516 03/31/2020
     IVE26,138$2,516 03/31/2020
Sawtooth Solutions LLC26,118$2,514 03/31/2020
     IVE26,118$2,514 03/31/2020
Capital Analysts LLC25,893$2,492 03/31/2020
     IVE25,893$2,492 03/31/2020
Norway Savings Bank25,891$2,492 03/31/2020
     IVE25,891$2,492 03/31/2020
Signature Estate & Investment Advisors LLC24,851$2,392 03/31/2020
     IVE24,851$2,392 03/31/2020
Mutual Advisors LLC24,852$2,392 03/31/2020
     IVE24,852$2,392 03/31/2020
Brown Advisory Inc.24,581$2,366 03/31/2020
     IVE24,581$2,366 03/31/2020
Brookstone Capital Management24,480$2,356 03/31/2020
     IVE24,480$2,356 03/31/2020
Commerce Bank24,180$2,327 03/31/2020
     IVE24,180$2,327 03/31/2020
Palladium Partners LLC24,019$2,312 03/31/2020
     IVE24,019$2,312 03/31/2020
FineMark National Bank & Trust23,463$2,258 03/31/2020
     IVE23,463$2,258 03/31/2020
IHT Wealth Management LLC23,346$2,247 03/31/2020
     IVE23,346$2,247 03/31/2020
Dorsey & Whitney Trust CO LLC23,212$2,234 03/31/2020
     IVE23,212$2,234 03/31/2020
Evercore Wealth Management LLC23,053$2,219 03/31/2020
     IVE23,053$2,219 03/31/2020
IFP Advisors Inc22,477$2,197 03/31/2020
     IVE22,477$2,197 03/31/2020
Traynor Capital Management Inc.22,748$2,189 03/31/2020
     IVE22,748$2,189 03/31/2020
Astoria Strategic Wealth Inc.22,404$2,156 03/31/2020
     IVE22,404$2,156 03/31/2020
Wsfs Capital Management LLC22,045$2,122 03/31/2020
     IVE22,045$2,122 03/31/2020
Hsbc Holdings PLC21,850$2,119 03/31/2020
     IVE21,850$2,119 03/31/2020
Mattern Wealth Management LLC21,893$2,107 03/31/2020
     IVE21,893$2,107 03/31/2020
Tolleson Wealth Management Inc.21,685$2,087 03/31/2020
     IVE21,685$2,087 03/31/2020
SOL Capital Management CO21,250$2,045 03/31/2020
     IVE21,250$2,045 03/31/2020
First Trust Advisors LP20,954$2,017 03/31/2020
     IVE20,954$2,017 03/31/2020
Peninsula Wealth LLC20,315$1,955 03/31/2020
     IVE20,315$1,955 03/31/2020
Stordahl Capital Management Inc.20,838$1,933 03/31/2020
     IVE20,838$1,933 03/31/2020
Relative Value Partners Group LLC19,975$1,922 03/31/2020
     IVE19,975$1,922 03/31/2020
Element Pointe Advisors LLC19,705$1,896 03/31/2020
     IVE19,705$1,896 03/31/2020
Coho Partners Ltd.19,500$1,877 03/31/2020
     IVE19,500$1,877 03/31/2020
Sonata Capital Group Inc.19,472$1,874 03/31/2020
     IVE19,472$1,874 03/31/2020
Wealth Alliance19,185$1,847 03/31/2020
     IVE19,185$1,847 03/31/2020
BTC Capital Management Inc.19,037$1,832 03/31/2020
     IVE19,037$1,832 03/31/2020
Procyon Private Wealth Partners LLC18,780$1,808 03/31/2020
     IVE18,780$1,808 03/31/2020
Stony Point Wealth Management Inc.18,577$1,788 03/31/2020
     IVE18,577$1,788 03/31/2020
Davis Selected Advisers18,178$1,750 03/31/2020
     IVE18,178$1,750 03/31/2020
Wealth Quarterback LLC18,170$1,732 03/31/2020
     IVE18,170$1,732 03/31/2020
Sontag Advisory LLC17,892$1,722 03/31/2020
     IVE17,892$1,722 03/31/2020
Wealthspire Advisors L.P.17,892$1,722 03/31/2020
     IVE17,892$1,722 03/31/2020
Pacific Financial Group Inc.17,862$1,719 06/30/2020
     IVE17,862$1,719 06/30/2020
Glenview Trust Co17,465$1,681 03/31/2020
     IVE17,465$1,681 03/31/2020
Investment Partners LTD.17,351$1,670 03/31/2020
     IVE17,351$1,670 03/31/2020
Wesbanco Bank Inc.17,239$1,659 03/31/2020
     IVE17,239$1,659 03/31/2020
Wealthsource Partners LLC17,211$1,657 03/31/2020
     IVE17,211$1,657 03/31/2020
Edgar Lomax Co. VA17,201$1,656 03/31/2020
     IVE17,201$1,656 03/31/2020
Silvercrest Asset Management Group LLC17,070$1,643 03/31/2020
     IVE17,070$1,643 03/31/2020
Trexquant Investment LP17,024$1,639 03/31/2020
     IVE17,024$1,639 03/31/2020
Smith Capital Management Inc. AR ADV16,557$1,594 03/31/2020
     IVE16,557$1,594 03/31/2020
Ascent Wealth Partners LLC16,559$1,594 03/31/2020
     IVE16,559$1,594 03/31/2020
Institute for Wealth Management LLC.16,431$1,581 03/31/2020
     IVE16,431$1,581 03/31/2020
Mercer Global Advisors Inc. ADV15,742$1,515 03/31/2020
     IVE15,742$1,515 03/31/2020
Ellis Investment Partners LLC16,348$1,503 03/31/2020
     IVE16,348$1,503 03/31/2020
Graves Light Private Wealth Management Inc.15,512$1,493 03/31/2020
     IVE15,512$1,493 03/31/2020
Ancora Advisors LLC15,402$1,482 03/31/2020
     IVE15,402$1,482 03/31/2020
Regal Wealth Group Inc.15,016$1,445 03/31/2020
     IVE15,016$1,445 03/31/2020
Gamco Investors INC. ET AL15,000$1,444 03/31/2020
     IVE15,000$1,444 03/31/2020
WMS Partners LLC14,993$1,443 03/31/2020
     IVE14,993$1,443 03/31/2020
Alliancebernstein L.P.14,834$1,428 03/31/2020
     IVE14,834$1,428 03/31/2020
Two Sigma Securities LLC14,787$1,423 03/31/2020
     IVE14,787$1,423 03/31/2020
Pensionmark Financial Group LLC14,727$1,418 03/31/2020
     IVE14,727$1,418 03/31/2020
Steward Partners Investment Advisory LLC14,676$1,412 03/31/2020
     IVE14,676$1,412 03/31/2020
Keebeck Alpha LP14,625$1,408 03/31/2020
     IVE14,625$1,408 03/31/2020
Honkamp Krueger Financial Services Inc.14,610$1,406 03/31/2020
     IVE14,610$1,406 03/31/2020
Total Wealth Planning LLC14,610$1,406 03/31/2020
     IVE14,610$1,406 03/31/2020
BBR Partners LLC14,602$1,405 03/31/2020
     IVE14,602$1,405 03/31/2020
PSI Advisors LLC14,582$1,403 03/31/2020
     IVE14,582$1,403 03/31/2020
Edmonds Duncan Registered Investment Advisors LLC14,535$1,399 03/31/2020
     IVE14,535$1,399 03/31/2020
Strategic Wealth Advisors Group LLC14,958$1,394 03/31/2020
     IVE14,958$1,394 03/31/2020
Telos Capital Management Inc.14,477$1,393 03/31/2020
     IVE14,477$1,393 03/31/2020
Gables Capital Management Inc.14,405$1,386 03/31/2020
     IVE14,405$1,386 03/31/2020
Oppenheimer & Co. Inc.13,797$1,328 03/31/2020
     IVE13,797$1,328 03/31/2020
Murphy Middleton Hinkle & Parker Inc.13,690$1,318 03/31/2020
     IVE13,690$1,318 03/31/2020
Iberiabank Corp13,679$1,317 03/31/2020
     IVE13,679$1,317 03/31/2020
Barclays PLC13,481$1,298 03/31/2020
     IVE13,481$1,298 03/31/2020
Homrich & Berg13,486$1,298 03/31/2020
     IVE13,486$1,298 03/31/2020
Edge Capital Group LLC13,175$1,268 03/31/2020
     IVE13,175$1,268 03/31/2020
Meristem Family Wealth LLC13,153$1,266 03/31/2020
     IVE13,153$1,266 03/31/2020
Moisand Fitzgerald Tamayo LLC13,004$1,252 03/31/2020
     IVE13,004$1,252 03/31/2020
Lincoln National Corp12,975$1,249 03/31/2020
     IVE12,975$1,249 03/31/2020
Colton Groome Financial Advisors LLC12,937$1,245 03/31/2020
     IVE12,937$1,245 03/31/2020
Harwood Advisory Group LLC12,897$1,241 03/31/2020
     IVE12,897$1,241 03/31/2020
Blair William & Co. IL12,848$1,237 03/31/2020
     IVE12,848$1,237 03/31/2020
Shone Asset Management LLC11,390$1,215 03/31/2020
     IVE11,390$1,215 03/31/2020
Associated Banc Corp12,527$1,206 03/31/2020
     IVE12,527$1,206 03/31/2020
Bay Colony Advisory Group Inc d b a Bay Colony Advisors12,422$1,196 03/31/2020
     IVE12,422$1,196 03/31/2020
BOK Financial Private Wealth Inc.12,161$1,170 03/31/2020
     IVE12,161$1,170 03/31/2020
Lowe Brockenbrough & Co. Inc.12,081$1,163 03/31/2020
     IVE12,081$1,163 03/31/2020
Bernardo Wealth Planning LLC12,078$1,162 03/31/2020
     IVE12,078$1,162 03/31/2020
Integer Wealth Advisors Group LLC10,913$1,152 03/31/2020
     IVE10,913$1,152 03/31/2020
Wellspring Financial Advisors LLC11,973$1,152 03/31/2020
     IVE11,973$1,152 03/31/2020
Great Point Wealth Advisors LLC11,837$1,139 03/31/2020
     IVE11,837$1,139 03/31/2020
GWM Advisors LLC11,746$1,131 03/31/2020
     IVE11,746$1,131 03/31/2020
Squarepoint Ops LLC11,712$1,127 03/31/2020
     IVE11,712$1,127 03/31/2020
Eldridge Investment Advisors Inc.11,687$1,125 03/31/2020
     IVE11,687$1,125 03/31/2020
Simon Quick Advisors LLC11,602$1,117 03/31/2020
     IVE11,602$1,117 03/31/2020
Tobias Financial Advisors Inc.11,591$1,116 03/31/2020
     IVE11,591$1,116 03/31/2020
Mid Atlantic Financial Management Inc. ADV11,566$1,113 03/31/2020
     IVE11,566$1,113 03/31/2020
Renaissance Technologies LLC11,500$1,107 03/31/2020
     IVE11,500$1,107 03/31/2020
Connecticut Wealth Management LLC11,484$1,105 03/31/2020
     IVE11,484$1,105 03/31/2020
Cerity Partners LLC11,416$1,099 03/31/2020
     IVE11,416$1,099 03/31/2020
Aurora Private Wealth Inc.11,373$1,095 03/31/2020
     IVE11,373$1,095 03/31/2020
Endurance Wealth Management Inc.11,130$1,071 03/31/2020
     IVE11,130$1,071 03/31/2020
Johnson Financial Group Inc.11,004$1,059 03/31/2020
     IVE11,004$1,059 03/31/2020
Mirae Asset Global Investments Co. Ltd.10,990$1,058 03/31/2020
     IVE10,990$1,058 03/31/2020
Roble Belko & Company Inc10,945$1,053 03/31/2020
     IVE10,945$1,053 03/31/2020
Personal CFO Solutions LLC10,772$1,037 03/31/2020
     IVE10,772$1,037 03/31/2020
Kohmann Bosshard Financial Services LLC10,659$1,026 03/31/2020
     IVE10,659$1,026 03/31/2020
PFG Advisors9,842$1,022 03/31/2020
     IVE9,842$1,022 03/31/2020
Boys Arnold & Co. Inc.10,552$1,016 03/31/2020
     IVE10,552$1,016 03/31/2020
Hancock Whitney Corp10,507$1,011 03/31/2020
     IVE10,507$1,011 03/31/2020
Patriot Investment Management Inc.10,473$1,008 03/31/2020
     IVE10,473$1,008 03/31/2020
Deutsche Bank AG10,399$1,001 03/31/2020
     IVE10,399$1,001 03/31/2020
Clear Investment Research LLC10,307$992 03/31/2020
     IVE10,307$992 03/31/2020
Managed Account Services Inc.10,656$988 03/31/2020
     IVE10,656$988 03/31/2020
Ballentine Partners LLC10,232$985 03/31/2020
     IVE10,232$985 03/31/2020
M Holdings Securities Inc.10,224$984 03/31/2020
     IVE10,224$984 03/31/2020
Great Valley Advisor Group Inc.10,082$970 03/31/2020
     IVE10,082$970 03/31/2020
Azimuth Capital Management LLC10,023$965 03/31/2020
     IVE10,023$965 03/31/2020
Benjamin Edwards Inc.10,005$963 03/31/2020
     IVE10,005$963 03/31/2020
Harvest Investment Services LLC9,986$961 03/31/2020
     IVE9,986$961 03/31/2020
Baldrige Asset Management LLC9,904$953 03/31/2020
     IVE9,904$953 03/31/2020
Blue Chip Wealth Management Inc.9,657$930 03/31/2020
     IVE9,657$930 03/31/2020
Blankinship & Foster LLC9,647$929 03/31/2020
     IVE9,647$929 03/31/2020
Family Firm Inc.9,642$928 03/31/2020
     IVE9,642$928 03/31/2020
Keel Point LLC9,526$917 03/31/2020
     IVE9,526$917 03/31/2020
Dimension Capital Management LLC9,515$916 03/31/2020
     IVE9,515$916 03/31/2020
Raymond James Trust N.A.9,521$916 03/31/2020
     IVE9,521$916 03/31/2020
Kovack Advisors Inc.9,476$912 03/31/2020
     IVE9,476$912 03/31/2020
Acorn Financial Advisory Services Inc. ADV9,473$909 03/31/2020
     IVE9,473$909 03/31/2020
Integrated Wealth Concepts LLC9,430$908 03/31/2020
     IVE9,430$908 03/31/2020
ETRADE Capital Management LLC9,385$903 03/31/2020
     IVE9,385$903 03/31/2020
Proequities Inc.9,369$902 03/31/2020
     IVE9,369$902 03/31/2020
Outlook Wealth Advisors LLC9,375$902 03/31/2020
     IVE9,375$902 03/31/2020
Mather Group LLC.9,328$898 03/31/2020
     IVE9,328$898 03/31/2020
YorkBridge Wealth Partners LLC9,257$891 03/31/2020
     IVE9,257$891 03/31/2020
Farmers & Merchants Investments Inc.9,135$879 03/31/2020
     IVE9,135$879 03/31/2020
RSM US Wealth Management LLC9,048$871 03/31/2020
     IVE9,048$871 03/31/2020
Glenmede Trust Co. NA6,606$859 03/31/2020
     IVE6,606$859 03/31/2020
Hayden Royal LLC8,842$851 03/31/2020
     IVE8,842$851 03/31/2020
Domani Wealth LLC8,704$838 03/31/2020
     IVE8,704$838 03/31/2020
Capital Investment Advisory Services LLC8,678$835 03/31/2020
     IVE8,678$835 03/31/2020
Peoples Bank OH8,455$814 03/31/2020
     IVE8,455$814 03/31/2020
Thomasville National Bank7,476$809 06/30/2020
     IVE7,476$809 06/30/2020
Clarus Wealth Advisors8,716$808 03/31/2020
     IVE8,716$808 03/31/2020
Telemus Capital LLC7,345$807 03/31/2020
     IVE7,345$807 03/31/2020
Harborview Advisors LLC8,359$805 03/31/2020
     IVE8,359$805 03/31/2020
Calton & Associates Inc.8,319$801 03/31/2020
     IVE8,319$801 03/31/2020
LifePlan Financial Group Inc8,310$800 03/31/2020
     IVE8,310$800 03/31/2020
Bristlecone Advisors LLC8,315$800 03/31/2020
     IVE8,315$800 03/31/2020
Bridges Investment Management Inc.8,273$796 03/31/2020
     IVE8,273$796 03/31/2020
9258 Wealth Management LLC7,500$796 03/31/2020
     IVE7,500$796 03/31/2020
Diversified Portfolios Inc.8,129$782 03/31/2020
     IVE8,129$782 03/31/2020
Marino Stram & Associates LLC8,104$780 03/31/2020
     IVE8,104$780 03/31/2020
JOYN Advisors Inc.8,036$773 03/31/2020
     IVE8,036$773 03/31/2020
Chicago Partners Investment Group LLC7,239$768 03/31/2020
     IVE7,239$768 03/31/2020
Asset Planning Services Ltd.7,939$764 03/31/2020
     IVE7,939$764 03/31/2020
Nations Financial Group Inc. IA ADV7,910$761 03/31/2020
     IVE7,910$761 03/31/2020
Evensky & Katz LLC7,784$749 03/31/2020
     IVE7,784$749 03/31/2020
Florin Court Capital LLP7,773$748 03/31/2020
     IVE7,773$748 03/31/2020
Country Club Trust Company n.a.7,620$747 03/31/2020
     IVE7,620$747 03/31/2020
Samalin Investment Counsel LLC7,704$741 03/31/2020
     IVE7,704$741 03/31/2020
Banco Bilbao Vizcaya Argentaria S.A.7,657$736 03/31/2020
     IVE7,657$736 03/31/2020
Johnson Investment Counsel Inc.7,629$734 03/31/2020
     IVE7,629$734 03/31/2020
Cetera Investment Advisers7,627$734 03/31/2020
     IVE7,627$734 03/31/2020
Cadinha & Co. LLC7,608$732 03/31/2020
     IVE7,608$732 03/31/2020
Evoke Wealth LLC7,590$731 03/31/2020
     IVE7,590$731 03/31/2020
Sequoia Financial Advisors LLC7,541$726 03/31/2020
     IVE7,541$726 03/31/2020
Cribstone Capital Management LLC7,548$726 03/31/2020
     IVE7,548$726 03/31/2020
Laurel Wealth Advisors Inc.7,498$722 03/31/2020
     IVE7,498$722 03/31/2020
Perigon Wealth Management LLC6,839$720 03/31/2020
     IVE6,839$720 03/31/2020
First Ascent Asset Management LLC7,287$701 03/31/2020
     IVE7,287$701 03/31/2020
Stonebridge Financial Planning Group LLC6,629$682 03/31/2020
     IVE6,629$682 03/31/2020
Intl Fcstone Inc.7,044$678 03/31/2020
     IVE7,044$678 03/31/2020
EPG Wealth Management LLC7,046$678 03/31/2020
     IVE7,046$678 03/31/2020
Insight Wealth Strategies LLC7,030$677 03/31/2020
     IVE7,030$677 03/31/2020
Bingham Osborn & Scarborough LLC7,000$674 03/31/2020
     IVE7,000$674 03/31/2020
D.A. Davidson & CO.6,903$664 03/31/2020
     IVE6,903$664 03/31/2020
Brighton Jones LLC6,899$664 03/31/2020
     IVE6,899$664 03/31/2020
Bessemer Group Inc.6,814$656 03/31/2020
     IVE6,814$656 03/31/2020
Hirtle Callaghan & Co LLC6,723$647 03/31/2020
     IVE6,723$647 03/31/2020
Windsor Group LTD5,959$645 06/30/2020
     IVE5,959$645 06/30/2020
Smart Money Group LLC6,696$644 03/31/2020
     IVE6,696$644 03/31/2020
Pinnacle Associates Ltd.6,669$642 03/31/2020
     IVE6,669$642 03/31/2020
HBK Sorce Advisory LLC6,639$639 03/31/2020
     IVE6,639$639 03/31/2020
Capital Directions Investment Advisors LLC6,618$637 03/31/2020
     IVE6,618$637 03/31/2020
Carolinas Wealth Consulting LLC6,592$634 03/31/2020
     IVE6,592$634 03/31/2020
Epstein & White Financial LLC6,651$631 03/31/2020
     IVE6,651$631 03/31/2020
Kerntke Otto McGlone Wealth Management Group6,533$629 03/31/2020
     IVE6,533$629 03/31/2020
Total Investment Management Inc.6,526$628 03/31/2020
     IVE6,526$628 03/31/2020
Tiemann Investment Advisors LLC6,504$626 03/31/2020
     IVE6,504$626 03/31/2020
Dynamic Advisor Solutions LLC6,438$620 03/31/2020
     IVE6,438$620 03/31/2020
Integrated Investment Consultants LLC6,427$619 03/31/2020
     IVE6,427$619 03/31/2020
Swaine & Leidel Wealth Services LLC6,413$617 03/31/2020
     IVE6,413$617 03/31/2020
Tarbox Family Office Inc.6,400$616 03/31/2020
     IVE6,400$616 03/31/2020
Orion Portfolio Solutions LLC6,394$615 03/31/2020
     IVE6,394$615 03/31/2020
Wealth Enhancement Advisory Services LLC5,761$614 03/31/2020
     IVE5,761$614 03/31/2020
Boston Partners6,308$607 03/31/2020
     IVE6,308$607 03/31/2020
Gofen & Glossberg LLC IL6,301$606 03/31/2020
     IVE6,301$606 03/31/2020
FARMERS & MERCHANTS TRUST Co OF LONG BEACH6,287$605 03/31/2020
     IVE6,287$605 03/31/2020
New England Private Wealth Advisors LLC6,228$602 03/31/2020
     IVE6,228$602 03/31/2020
Boston Family Office LLC6,205$597 03/31/2020
     IVE6,205$597 03/31/2020
Summit Asset Management LLC5,954$573 03/31/2020
     IVE5,954$573 03/31/2020
Taylor Cottrill Erickson & Associates Inc.5,908$569 03/31/2020
     IVE5,908$569 03/31/2020
Trust Co. of Virginia VA5,872$566 03/31/2020
     IVE5,872$566 03/31/2020
Segall Bryant & Hamill LLC5,850$563 03/31/2020
     IVE5,850$563 03/31/2020
Schneider Downs Wealth Management Advisors LP5,837$562 03/31/2020
     IVE5,837$562 03/31/2020
Certified Advisory Corp5,749$553 03/31/2020
     IVE5,749$553 03/31/2020
TPG Financial Advisors LLC5,740$552 03/31/2020
     IVE5,740$552 03/31/2020
Nwam LLC5,713$550 03/31/2020
     IVE5,713$550 03/31/2020
Metropolitan Life Insurance Co NY5,700$549 03/31/2020
     IVE5,700$549 03/31/2020
Thompson Investment Management Inc.5,702$549 03/31/2020
     IVE5,702$549 03/31/2020
Confluence Wealth Management LLC5,637$543 03/31/2020
     IVE5,637$543 03/31/2020
Argent Capital Management LLC5,635$542 03/31/2020
     IVE5,635$542 03/31/2020
Laurel Wealth Advisors LLC5,606$540 03/31/2020
     IVE5,606$540 03/31/2020
First National Bank & Trust Co. of Newtown5,545$534 03/31/2020
     IVE5,545$534 03/31/2020
Captrust Financial Advisors5,811$534 03/31/2020
     IVE5,811$534 03/31/2020
Financial Counselors Inc.5,510$530 03/31/2020
     IVE5,510$530 03/31/2020
Magnus Financial Group LLC5,504$530 03/31/2020
     IVE5,504$530 03/31/2020
BigSur Wealth Management LLC5,500$529 03/31/2020
     IVE5,500$529 03/31/2020
Capital Planning Advisors LLC5,470$526 03/31/2020
     IVE5,470$526 03/31/2020
Ameritas Investment Company LLC5,490$524 03/31/2020
     IVE5,490$524 03/31/2020
Patton Albertson Miller Group LLC5,412$521 03/31/2020
     IVE5,412$521 03/31/2020
Community Bank N.A.5,404$520 03/31/2020
     IVE5,404$520 03/31/2020
White Lighthouse Investment Management Inc.5,360$516 03/31/2020
     IVE5,360$516 03/31/2020
Valeo Financial Advisors LLC4,854$511 03/31/2020
     IVE4,854$511 03/31/2020
Blue Chip Partners Inc.5,205$501 03/31/2020
     IVE5,205$501 03/31/2020
Corient Capital Partners LLC5,209$501 03/31/2020
     IVE5,209$501 03/31/2020
Whittier Trust Co.5,180$499 03/31/2020
     IVE5,180$499 03/31/2020
Boenning & Scattergood Inc.5,167$497 03/31/2020
     IVE5,167$497 03/31/2020
JSF Financial LLC5,161$497 03/31/2020
     IVE5,161$497 03/31/2020
Linscomb & Williams Inc.5,077$489 03/31/2020
     IVE5,077$489 03/31/2020
Larson Financial Group LLC5,064$487 03/31/2020
     IVE5,064$487 03/31/2020
MYDA Advisors LLC5,000$481 03/31/2020
     IVE5,000$481 03/31/2020
Cambiar Investors LLC4,929$474 03/31/2020
     IVE4,929$474 03/31/2020
Picton Mahoney Asset Management4,900$472 03/31/2020
     IVE4,900$472 03/31/2020
Wintrust Investments LLC4,896$471 03/31/2020
     IVE4,896$471 03/31/2020
Personal Resources Investment & Strategic Management Inc.4,868$469 03/31/2020
     IVE4,868$469 03/31/2020
Mission Wealth Management LP4,818$464 03/31/2020
     IVE4,818$464 03/31/2020
Balasa Dinverno & Foltz LLC4,809$463 03/31/2020
     IVE4,809$463 03/31/2020
Global Retirement Partners LLC4,693$452 03/31/2020
     IVE4,693$452 03/31/2020
Flagship Harbor Advisors LLC4,662$449 03/31/2020
     IVE4,662$449 03/31/2020
Disciplined Investments LLC4,637$446 03/31/2020
     IVE4,637$446 03/31/2020
Alexandria Capital LLC4,609$444 03/31/2020
     IVE4,609$444 03/31/2020
Core Wealth Advisors Inc.4,570$440 03/31/2020
     IVE4,570$440 03/31/2020
Zeke Capital Advisors LLC4,511$434 03/31/2020
     IVE4,511$434 03/31/2020
FormulaFolio Investments LLC4,483$431 03/31/2020
     IVE4,483$431 03/31/2020
J. Goldman & Co LP4,450$428 03/31/2020
     IVE4,450$428 03/31/2020
Parkside Financial Bank & Trust4,448$428 03/31/2020
     IVE4,448$428 03/31/2020
Old Port Advisors4,431$426 03/31/2020
     IVE4,431$426 03/31/2020
NTV Asset Management LLC4,399$423 03/31/2020
     IVE4,399$423 03/31/2020
CWS Financial Advisors LLC3,231$420 03/31/2020
     IVE3,231$420 03/31/2020
S&CO Inc.4,350$419 03/31/2020
     IVE4,350$419 03/31/2020
Coldstream Capital Management Inc.4,313$415 03/31/2020
     IVE4,313$415 03/31/2020
Retirement Income Solutions Inc4,276$412 03/31/2020
     IVE4,276$412 03/31/2020
Retirement Network4,222$406 03/31/2020
     IVE4,222$406 03/31/2020
Capital Square LLC4,154$400 03/31/2020
     IVE4,154$400 03/31/2020
Newman Dignan & Sheerar Inc.3,887$398 03/31/2020
     IVE3,887$398 03/31/2020
Sensible Financial Planning & Management LLC.4,133$398 03/31/2020
     IVE4,133$398 03/31/2020
Osborn Williams & Donohoe LLC4,136$398 03/31/2020
     IVE4,136$398 03/31/2020
Ferris Capital LLC4,137$398 03/31/2020
     IVE4,137$398 03/31/2020
Alpha Cubed Investments LLC4,122$397 03/31/2020
     IVE4,122$397 03/31/2020
Montecito Bank & Trust4,116$396 03/31/2020
     IVE4,116$396 03/31/2020
Lake Street Financial LLC4,105$395 03/31/2020
     IVE4,105$395 03/31/2020
Plancorp LLC4,089$394 03/31/2020
     IVE4,089$394 03/31/2020
Evanson Asset Management LLC4,078$392 03/31/2020
     IVE4,078$392 03/31/2020
ARGI Investment Services LLC4,051$390 03/31/2020
     IVE4,051$390 03/31/2020
Zhang Financial LLC3,811$382 03/31/2020
     IVE3,811$382 03/31/2020
First Horizon Advisors Inc.3,966$381 03/31/2020
     IVE3,966$381 03/31/2020
Veracity Capital LLC3,955$381 03/31/2020
     IVE3,955$381 03/31/2020
Cit Bank NA Wealth Management3,945$380 03/31/2020
     IVE3,945$380 03/31/2020
Twin Focus Capital Partners LLC3,907$376 03/31/2020
     IVE3,907$376 03/31/2020
Altfest L J & Co. Inc.3,900$375 03/31/2020
     IVE3,900$375 03/31/2020
SRS Capital Advisors Inc.3,894$375 03/31/2020
     IVE3,894$375 03/31/2020
Kings Point Capital Management3,882$374 03/31/2020
     IVE3,882$374 03/31/2020
BEAM Asset Management LLC3,886$374 03/31/2020
     IVE3,886$374 03/31/2020
Oxford Financial Group Ltd.3,844$370 03/31/2020
     IVE3,844$370 03/31/2020
Sandy Spring Bank3,824$368 03/31/2020
     IVE3,824$368 03/31/2020
Summit X LLC3,820$367 03/31/2020
     IVE3,820$367 03/31/2020
First American Trust FSB3,798$366 03/31/2020
     IVE3,798$366 03/31/2020
Smith Shellnut Wilson LLC ADV3,804$366 03/31/2020
     IVE3,804$366 03/31/2020
UMA Financial Services Inc.3,563$366 03/31/2020
     IVE3,563$366 03/31/2020
CENTRAL TRUST Co3,745$360 03/31/2020
     IVE3,745$360 03/31/2020
White Pine Capital LLC3,640$350 03/31/2020
     IVE3,640$350 03/31/2020
ARQ Wealth Advisors LLC3,600$347 03/31/2020
     IVE3,600$347 03/31/2020
Winslow Evans & Crocker Inc.3,570$344 03/31/2020
     IVE3,570$344 03/31/2020
H&H Retirement Design & Management INC3,523$339 03/31/2020
     IVE3,523$339 03/31/2020
Highland Private Wealth Management3,508$338 03/31/2020
     IVE3,508$338 03/31/2020
Sowell Financial Services LLC3,504$337 03/31/2020
     IVE3,504$337 03/31/2020
Regentatlantic Capital LLC3,414$329 03/31/2020
     IVE3,414$329 03/31/2020
First National Bank of South Miami3,418$329 03/31/2020
     IVE3,418$329 03/31/2020
Ironwood Financial llc3,399$327 03/31/2020
     IVE3,399$327 03/31/2020
Koshinski Asset Management Inc.3,402$327 03/31/2020
     IVE3,402$327 03/31/2020
Gryphon Financial Partners LLC3,385$326 03/31/2020
     IVE3,385$326 03/31/2020
Soltis Investment Advisors LLC3,389$326 03/31/2020
     IVE3,389$326 03/31/2020
Cypress Capital Management LLC3,378$325 03/31/2020
     IVE3,378$325 03/31/2020
Global Trust Asset Management LLC3,310$324 03/31/2020
     IVE3,310$324 03/31/2020
Aevitas Wealth Management Inc.3,341$322 03/31/2020
     IVE3,341$322 03/31/2020
Appleton Partners Inc. MA3,316$319 03/31/2020
     IVE3,316$319 03/31/2020
Harbor Investment Advisory LLC3,317$319 03/31/2020
     IVE3,317$319 03/31/2020
Carroll Financial Associates Inc.3,298$317 03/31/2020
     IVE3,298$317 03/31/2020
Rikoon Group LLC3,274$315 03/31/2020
     IVE3,274$315 03/31/2020
Hamel Associates Inc.3,270$315 03/31/2020
     IVE3,270$315 03/31/2020
Gemmer Asset Management LLC3,261$314 03/31/2020
     IVE3,261$314 03/31/2020
D.B. Root & Company LLC3,262$314 03/31/2020
     IVE3,262$314 03/31/2020
Washington Trust Bank3,245$312 03/31/2020
     IVE3,245$312 03/31/2020
We Are One Seven LLC3,241$311 03/31/2020
     IVE3,241$311 03/31/2020
Squar Milner Financial Services LLC3,231$310 03/31/2020
     IVE3,231$310 03/31/2020
Towerpoint Wealth LLC3,135$302 03/31/2020
     IVE3,135$302 03/31/2020
Capital One Financial Corp3,125$301 03/31/2020
     IVE3,125$301 03/31/2020
Sowa Financial Group Inc.3,108$299 03/31/2020
     IVE3,108$299 03/31/2020
Destination Wealth Management3,091$298 03/31/2020
     IVE3,091$298 03/31/2020
Tower Research Capital LLC TRC 3,100$298 03/31/2020
     IVE3,100$298 03/31/2020
American Investment Services Inc.3,064$295 03/31/2020
     IVE3,064$295 03/31/2020
Capital Advisors Inc. OK3,055$294 03/31/2020
     IVE3,055$294 03/31/2020
Jackson Grant Investment Advisers Inc.3,046$293 03/31/2020
     IVE3,046$293 03/31/2020
Moloney Securities Asset Management LLC3,030$292 03/31/2020
     IVE3,030$292 03/31/2020
First Interstate Bank2,999$289 03/31/2020
     IVE2,999$289 03/31/2020
UBP Investment Advisors SA3,000$289 03/31/2020
     IVE3,000$289 03/31/2020
SeaCrest Wealth Management LLC2,971$286 03/31/2020
     IVE2,971$286 03/31/2020
Advisory Alpha LLC2,765$284 03/31/2020
     IVE2,765$284 03/31/2020
Private Capital Management LLC2,938$283 03/31/2020
     IVE2,938$283 03/31/2020
Trustcore Financial Services LLC2,931$282 03/31/2020
     IVE2,931$282 03/31/2020
Bluestein R H & Co.2,920$281 03/31/2020
     IVE2,920$281 03/31/2020
Beaumont Financial Partners LLC2,919$281 03/31/2020
     IVE2,919$281 03/31/2020
Boston Financial Mangement LLC2,868$276 03/31/2020
     IVE2,868$276 03/31/2020
WBH Advisory Inc.2,856$274 03/31/2020
     IVE2,856$274 03/31/2020
Claro Advisors LLC2,842$274 03/31/2020
     IVE2,842$274 03/31/2020
Welch & Forbes LLC2,810$270 03/31/2020
     IVE2,810$270 03/31/2020
Stockman Wealth Management Inc.2,800$270 03/31/2020
     IVE2,800$270 03/31/2020
Private Capital Group LLC2,804$270 03/31/2020
     IVE2,804$270 03/31/2020
Carnegie Capital Asset Management LLC2,788$268 03/31/2020
     IVE2,788$268 03/31/2020
Crewe Advisors LLC2,781$268 03/31/2020
     IVE2,781$268 03/31/2020
Baldwin Brothers Inc. MA2,770$267 03/31/2020
     IVE2,770$267 03/31/2020
Kornitzer Capital Management Inc. KS2,763$266 03/31/2020
     IVE2,763$266 03/31/2020
Atlas Brown Inc.2,761$266 03/31/2020
     IVE2,761$266 03/31/2020
Covenant Partners LLC2,738$264 03/31/2020
     IVE2,738$264 03/31/2020
Lake Street Advisors Group LLC2,728$263 03/31/2020
     IVE2,728$263 03/31/2020
Gradient Capital Advisors LLC2,713$261 03/31/2020
     IVE2,713$261 03/31/2020
Fisher Asset Management LLC2,705$260 03/31/2020
     IVE2,705$260 03/31/2020
Smith Chas P & Associates PA Cpas2,698$260 03/31/2020
     IVE2,698$260 03/31/2020
Shulman DeMeo Asset Management LLC2,704$260 03/31/2020
     IVE2,704$260 03/31/2020
WealthBridge Capital Management LLC2,704$260 03/31/2020
     IVE2,704$260 03/31/2020
Sfmg LLC2,690$259 03/31/2020
     IVE2,690$259 03/31/2020
Quadrant Capital Group LLC2,675$259 03/31/2020
     IVE2,675$259 03/31/2020
Lenox Wealth Management Inc.2,684$258 03/31/2020
     IVE2,684$258 03/31/2020
Covenant Multifamily Offices LLC2,664$256 03/31/2020
     IVE2,664$256 03/31/2020
Stock Yards Bank & Trust Co.2,650$255 03/31/2020
     IVE2,650$255 03/31/2020
Peterson Wealth Advisors LLC2,652$255 03/31/2020
     IVE2,652$255 03/31/2020
Arrow Financial Corp2,644$254 03/31/2020
     IVE2,644$254 03/31/2020
Mathes Company Inc.2,600$250 03/31/2020
     IVE2,600$250 03/31/2020
Strategic Family Wealth Counselors L.L.C.2,594$250 03/31/2020
     IVE2,594$250 03/31/2020
Hills Bank & Trust Co.2,583$249 03/31/2020
     IVE2,583$249 03/31/2020
Whittier Trust Co. of Nevada Inc.2,566$247 03/31/2020
     IVE2,566$247 03/31/2020
Eaton Vance Management2,544$245 03/31/2020
     IVE2,544$245 03/31/2020
Interactive Financial Advisors2,533$244 03/31/2020
     IVE2,533$244 03/31/2020
Emerald Investment Partners LLC2,536$244 03/31/2020
     IVE2,536$244 03/31/2020
Cary Street Partner Investment Advisory LLC2,528$243 03/31/2020
     IVE2,528$243 03/31/2020
Filbrandt Wealth Management LLC2,499$241 03/31/2020
     IVE2,499$241 03/31/2020
Joel Isaacson & Co. LLC2,494$240 03/31/2020
     IVE2,494$240 03/31/2020
Brown Brothers Harriman & Co.2,460$237 03/31/2020
     IVE2,460$237 03/31/2020
Hallmark Capital Management Inc.2,460$237 03/31/2020
     IVE2,460$237 03/31/2020
Spinnaker Trust2,466$237 03/31/2020
     IVE2,466$237 03/31/2020
Parsec Financial Management Inc.2,417$233 03/31/2020
     IVE2,417$233 03/31/2020
Capital Advisors Ltd. LLC2,415$232 03/31/2020
     IVE2,415$232 03/31/2020
Financial Partners Group Inc2,520$232 03/31/2020
     IVE2,520$232 03/31/2020
Reynders McVeigh Capital Management LLC2,397$231 03/31/2020
     IVE2,397$231 03/31/2020
Gamble Jones Investment Counsel2,386$230 03/31/2020
     IVE2,386$230 03/31/2020
BRYN MAWR TRUST Co2,378$229 03/31/2020
     IVE2,378$229 03/31/2020
Calamos Advisors LLC2,379$229 03/31/2020
     IVE2,379$229 03/31/2020
Harel Insurance Investments & Financial Services Ltd.2,391$228 03/31/2020
     IVE2,391$228 03/31/2020
DAVENPORT & Co LLC2,360$227 03/31/2020
     IVE2,360$227 03/31/2020
West Coast Financial LLC2,355$227 03/31/2020
     IVE2,355$227 03/31/2020
B. Riley Wealth Management Inc.2,359$227 03/31/2020
     IVE2,359$227 03/31/2020
Chesapeake Wealth Management2,355$227 03/31/2020
     IVE2,355$227 03/31/2020
Close Asset Management Ltd2,350$226 03/31/2020
     IVE2,350$226 03/31/2020
Kalos Management Inc.2,282$225 03/31/2020
     IVE2,282$225 03/31/2020
Lazard Asset Management LLC2,300$221 03/31/2020
     IVE2,300$221 03/31/2020
Two Sigma Advisers LP2,300$221 03/31/2020
     IVE2,300$221 03/31/2020
Centaurus Financial Inc.2,289$220 03/31/2020
     IVE2,289$220 03/31/2020
Hutchinson Capital Management CA2,250$217 03/31/2020
     IVE2,250$217 03/31/2020
Dowling & Yahnke LLC2,255$217 03/31/2020
     IVE2,255$217 03/31/2020
Colorado Capital Management Inc.2,239$215 03/31/2020
     IVE2,239$215 03/31/2020
Addison Capital Co2,210$213 03/31/2020
     IVE2,210$213 03/31/2020
PagnatoKarp Partners LLC2,202$212 03/31/2020
     IVE2,202$212 03/31/2020
Busey Wealth Management2,158$208 03/31/2020
     IVE2,158$208 03/31/2020
Krueger & Catalano Capital Partners LLC2,143$206 03/31/2020
     IVE2,143$206 03/31/2020
Ropes Wealth Advisors LLC2,127$205 03/31/2020
     IVE2,127$205 03/31/2020
Davis R M Inc.2,123$204 03/31/2020
     IVE2,123$204 03/31/2020
Sigma Investment Counselors Inc.2,096$202 03/31/2020
     IVE2,096$202 03/31/2020
KCM Investment Advisors LLC2,074$200 03/31/2020
     IVE2,074$200 03/31/2020
Signaturefd LLC2,025$195 03/31/2020
     IVE2,025$195 03/31/2020
Manchester Capital Management LLC1,889$182 03/31/2020
     IVE1,889$182 03/31/2020
Country Trust Bank1,877$181 03/31/2020
     IVE1,877$181 03/31/2020
Welch Group LLC1,874$180 03/31/2020
     IVE1,874$180 03/31/2020
Old North State Trust LLC1,837$177 03/31/2020
     IVE1,837$177 03/31/2020
Wealthcare Capital Management LLC1,797$173 03/31/2020
     IVE1,797$173 03/31/2020
Truewealth LLC1,796$173 03/31/2020
     IVE1,796$173 03/31/2020
West Oak Capital LLC1,715$165 03/31/2020
     IVE1,715$165 03/31/2020
Asset Dedication LLC1,698$163 03/31/2020
     IVE1,698$163 03/31/2020
JFS Wealth Advisors LLC1,686$162 03/31/2020
     IVE1,686$162 03/31/2020
Tsfg LLC1,657$159 03/31/2020
     IVE1,657$159 03/31/2020
Stratos Wealth Advisors LLC1,633$157 03/31/2020
     IVE1,633$157 03/31/2020
Brand Asset Management Group Inc.1,490$143 03/31/2020
     IVE1,490$143 03/31/2020
Element Wealth LLC1,490$143 03/31/2020
     IVE1,490$143 03/31/2020
Wealthcare Advisory Partners LLC1,448$139 03/31/2020
     IVE1,448$139 03/31/2020
Founders Capital Management1,430$138 03/31/2020
     IVE1,430$138 03/31/2020
Peregrine Asset Advisers Inc.1,395$134 03/31/2020
     IVE1,395$134 03/31/2020
Capstone Financial Group Inc.1,364$131 03/31/2020
     IVE1,364$131 03/31/2020
Shine Investment Advisory Services Inc.1,329$128 03/31/2020
     IVE1,329$128 03/31/2020
Howe & Rusling Inc.1,170$113 03/31/2020
     IVE1,170$113 03/31/2020
Monetary Management Group Inc.1,142$110 03/31/2020
     IVE1,142$110 03/31/2020
Kore Private Wealth LLC1,142$110 03/31/2020
     IVE1,142$110 03/31/2020
Litman Gregory Asset Management LLC1,126$108 03/31/2020
     IVE1,126$108 03/31/2020
Weaver Consulting Group1,120$108 03/31/2020
     IVE1,120$108 03/31/2020
Duncker Streett & Co. Inc.1,095$105 03/31/2020
     IVE1,095$105 03/31/2020
Manchester Financial Inc.1,000$96 03/31/2020
     IVE1,000$96 03/31/2020
Berman Capital Advisors LLC1,000$96 03/31/2020
     IVE1,000$96 03/31/2020
BerganKDV Wealth Management LLC910$88 03/31/2020
     IVE910$88 03/31/2020
Golden State Wealth Management LLC893$86 03/31/2020
     IVE893$86 03/31/2020
Tompkins Financial Corp871$84 03/31/2020
     IVE871$84 03/31/2020
Lenox Wealth Advisors LLC862$83 03/31/2020
     IVE862$83 03/31/2020
Carmichael Hill & Associates Inc.839$81 03/31/2020
     IVE839$81 03/31/2020
Capital Asset Advisory Services LLC786$79 03/31/2020
     IVE786$79 03/31/2020
Ballast Advisors LLC766$74 03/31/2020
     IVE766$74 03/31/2020
Mine & Arao Wealth Creation & Management LLC.738$71 03/31/2020
     IVE738$71 03/31/2020
Glassman Wealth Services703$68 03/31/2020
     IVE703$68 03/31/2020
Atticus Wealth Management LLC672$65 03/31/2020
     IVE672$65 03/31/2020
Optimum Investment Advisors650$63 03/31/2020
     IVE650$63 03/31/2020
Legacy Bridge LLC650$63 03/31/2020
     IVE650$63 03/31/2020
Plante Moran Financial Advisors LLC623$60 03/31/2020
     IVE623$60 03/31/2020
Cascade Investment Advisors Inc.600$58 03/31/2020
     IVE600$58 03/31/2020
Arkadios Wealth Advisors604$58 03/31/2020
     IVE604$58 03/31/2020
Key Financial Inc571$56 03/31/2020
     IVE571$56 03/31/2020
Cullen Frost Bankers Inc.550$53 03/31/2020
     IVE550$53 03/31/2020
RPg Family Wealth Advisory LLC530$51 03/31/2020
     IVE530$51 03/31/2020
Verus Capital Partners LLC517$50 03/31/2020
     IVE517$50 03/31/2020
TD Capital Management LLC514$49 03/31/2020
     IVE514$49 03/31/2020
Cardinal Capital Management Inc.475$46 03/31/2020
     IVE475$46 03/31/2020
Financial Management Professionals Inc.480$46 03/31/2020
     IVE480$46 03/31/2020
Pin Oak Investment Advisors Inc.455$44 03/31/2020
     IVE455$44 03/31/2020
Lee Financial Co458$44 03/31/2020
     IVE458$44 03/31/2020
New England Investment & Retirement Group Inc.438$42 03/31/2020
     IVE438$42 03/31/2020
Sugarloaf Wealth Management LLC440$42 03/31/2020
     IVE440$42 03/31/2020
Liberty Wealth Management LLC433$42 03/31/2020
     IVE433$42 03/31/2020
CVA Family Office LLC424$41 03/31/2020
     IVE424$41 03/31/2020
Column Capital Advisors LLC407$39 03/31/2020
     IVE407$39 03/31/2020
San Francisco Sentry Investment Group CA391$38 03/31/2020
     IVE391$38 03/31/2020
McIlrath & Eck LLC390$38 03/31/2020
     IVE390$38 03/31/2020
SVB Wealth Advisory Inc.393$38 03/31/2020
     IVE393$38 03/31/2020
Firestone Capital Management385$37 03/31/2020
     IVE385$37 03/31/2020
Pittenger & Anderson Inc.375$36 03/31/2020
     IVE375$36 03/31/2020
Center for Financial Planning Inc.370$36 03/31/2020
     IVE370$36 03/31/2020
First Manhattan Co.365$35 03/31/2020
     IVE365$35 03/31/2020
Macroview Investment Management LLC366$35 03/31/2020
     IVE366$35 03/31/2020
WASHINGTON TRUST Co333$32 03/31/2020
     IVE333$32 03/31/2020
Boston Private Wealth LLC333$32 03/31/2020
     IVE333$32 03/31/2020
HHM Wealth Advisors LLC324$31 03/31/2020
     IVE324$31 03/31/2020
Mcmillion Capital Management Inc.315$30 03/31/2020
     IVE315$30 03/31/2020
Stratford Consulting LLC301$29 03/31/2020
     IVE301$29 03/31/2020
Reilly Financial Advisors LLC290$28 03/31/2020
     IVE290$28 03/31/2020
Gradient Investments LLC287$28 03/31/2020
     IVE287$28 03/31/2020
TCI Wealth Advisors Inc.289$28 03/31/2020
     IVE289$28 03/31/2020
Fusion Family Wealth LLC290$28 03/31/2020
     IVE290$28 03/31/2020
Rice Partnership LLC292$28 03/31/2020
     IVE292$28 03/31/2020
Trust Co. of Vermont280$27 03/31/2020
     IVE280$27 03/31/2020
HM Payson & Co.274$26 03/31/2020
     IVE274$26 03/31/2020
Woodley Farra Manion Portfolio Management Inc.274$26 03/31/2020
     IVE274$26 03/31/2020
MCF Advisors LLC271$26 03/31/2020
     IVE271$26 03/31/2020
PrairieView Partners LLC275$26 03/31/2020
     IVE275$26 03/31/2020
Arden Trust Co265$26 03/31/2020
     IVE265$26 03/31/2020
JNBA Financial Advisors257$25 03/31/2020
     IVE257$25 03/31/2020
Ironwood Wealth Management LLC.243$23 03/31/2020
     IVE243$23 03/31/2020
Covington Capital Management221$21 03/31/2020
     IVE221$21 03/31/2020
Focused Wealth Management Inc213$21 03/31/2020
     IVE213$21 03/31/2020
Archer Investment Corp219$21 03/31/2020
     IVE219$21 03/31/2020
Creative Financial Designs Inc. ADV204$20 03/31/2020
     IVE204$20 03/31/2020
Permanens Capital L.P.199$19 03/31/2020
     IVE199$19 03/31/2020
Danda Trouve Investment Management Inc.200$19 03/31/2020
     IVE200$19 03/31/2020
Atlas Private Wealth Management187$18 03/31/2020
     IVE187$18 03/31/2020
Claraphi Advisory Network LLC153$15 03/31/2020
     IVE153$15 03/31/2020
S.A. Mason LLC145$14 03/31/2020
     IVE145$14 03/31/2020
Affiance Financial LLC135$13 03/31/2020
     IVE135$13 03/31/2020
Prime Capital Investment Advisors LLC131$13 03/31/2020
     IVE131$13 03/31/2020
Prestige Wealth Management Group LLC131$13 03/31/2020
     IVE131$13 03/31/2020
CBIZ Investment Advisory Services LLC133$13 03/31/2020
     IVE133$13 03/31/2020
Valley National Advisers Inc.125$12 03/31/2020
     IVE125$12 03/31/2020
Rowland Carmichael Advisors Inc. ADV110$11 03/31/2020
     IVE110$11 03/31/2020
Harvest Group Wealth Management LLC117$11 03/31/2020
     IVE117$11 03/31/2020
Toth Financial Advisory Corp103$10 03/31/2020
     IVE103$10 03/31/2020
Edge Wealth Management LLC100$10 03/31/2020
     IVE100$10 03/31/2020
Horizon Bancorp Inc. IN95$9 03/31/2020
     IVE95$9 03/31/2020
Private Ocean LLC100$9 03/31/2020
     IVE100$9 03/31/2020
IMA Wealth Inc.81$8 03/31/2020
     IVE81$8 03/31/2020
JJJ Advisors Inc.87$8 03/31/2020
     IVE87$8 03/31/2020
Armor Investment Advisors LLC80$8 03/31/2020
     IVE80$8 03/31/2020
Pacitti Group Inc.85$8 03/31/2020
     IVE85$8 03/31/2020
Front Row Advisors LLC70$7 03/31/2020
     IVE70$7 03/31/2020
Cordasco Financial Network59$6 03/31/2020
     IVE59$6 03/31/2020
FinTrust Capital Advisors LLC60$6 03/31/2020
     IVE60$6 03/31/2020
Pflug Koory LLC63$6 03/31/2020
     IVE63$6 03/31/2020
Lowe Wealth Advisors LLC50$5 03/31/2020
     IVE50$5 03/31/2020
Horan Securities Inc.52$5 03/31/2020
     IVE52$5 03/31/2020
Investors Research Corp50$5 03/31/2020
     IVE50$5 03/31/2020
Aptus Capital Advisors LLC49$4 03/31/2020
     IVE49$4 03/31/2020
Lehman & Derafelo Financial Resources LLC38$4 03/31/2020
     IVE38$4 03/31/2020
Lakeview Capital Partners LLC26$3 03/31/2020
     IVE26$3 03/31/2020
HCR Wealth Advisors32$3 03/31/2020
     IVE32$3 03/31/2020
Bogart Wealth LLC36$3 03/31/2020
     IVE36$3 03/31/2020
Peachtree Investment Partners LLC35$3 03/31/2020
     IVE35$3 03/31/2020
Capital Advisory Group Advisory Services LLC29$3 03/31/2020
     IVE29$3 03/31/2020
Efficient Wealth Management LLC22$2 03/31/2020
     IVE22$2 03/31/2020
Sound Income Strategies LLC4$0 03/31/2020
     IVE4$0 03/31/2020
Coastal Capital Group Inc.0$0 03/31/2020
     IVE0$0 03/31/2020
Cutler Group LP9,800$-88 03/31/2020
     Put3,200$90 03/31/2020
     Call9,800$2 03/31/2020

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

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