HoldingsChannel.com
Funds Holding IWC
HolderAmountPosition Size
($ in 1000's)
 As of
MD Financial Management Inc.577,769$57,482 12/31/2019
     IWC577,769$57,482 12/31/2019
Bank of America Corp DE388,269$38,628 12/31/2019
     IWC388,269$38,628 12/31/2019
Dowling & Yahnke LLC193,870$19,288 12/31/2019
     IWC193,870$19,288 12/31/2019
One Capital Management LLC182,586$18,165 12/31/2019
     IWC182,586$18,165 12/31/2019
Wells Fargo & Company MN170,608$16,974 12/31/2019
     IWC170,608$16,974 12/31/2019
Efficient Advisors LLC149,898$14,913 12/31/2019
     IWC149,898$14,913 12/31/2019
Avantax Advisory Services Inc.146,710$14,598 12/31/2019
     IWC146,710$14,598 12/31/2019
Morgan Stanley140,367$13,965 12/31/2019
     IWC140,367$13,965 12/31/2019
Alesco Advisors LLC134,537$13,385 12/31/2019
     IWC134,537$13,385 12/31/2019
Regentatlantic Capital LLC124,266$12,363 12/31/2019
     IWC124,266$12,363 12/31/2019
Royal Bank of Canada102,141$10,162 12/31/2019
     IWC102,141$10,162 12/31/2019
Mercer Global Advisors Inc. ADV90,881$9,042 12/31/2019
     IWC90,881$9,042 12/31/2019
First Merchants Corp87,496$8,705 12/31/2019
     IWC87,496$8,705 12/31/2019
Creative Planning82,263$8,184 12/31/2019
     IWC82,263$8,184 12/31/2019
Arkansas Financial Group Inc.81,236$8,082 12/31/2019
     IWC81,236$8,082 12/31/2019
Brandywine Global Investment Management LLC75,880$7,522 12/31/2019
     IWC75,880$7,522 12/31/2019
JPMorgan Chase & Co.71,042$7,068 12/31/2019
     IWC71,042$7,068 12/31/2019
Mutual of America Capital Management LLC65,533$6,520 12/31/2019
     IWC65,533$6,520 12/31/2019
Empirical Financial Services LLC d.b.a. Empirical Wealth Management63,341$6,302 12/31/2019
     IWC63,341$6,302 12/31/2019
Bank of Montreal Can60,967$6,066 12/31/2019
     IWC60,967$6,066 12/31/2019
Charles Schwab Investment Management Inc.57,075$5,679 12/31/2019
     IWC57,075$5,679 12/31/2019
UBS Group AG55,715$5,543 12/31/2019
     IWC55,715$5,543 12/31/2019
Johnson Investment Counsel Inc.50,559$5,030 12/31/2019
     IWC50,559$5,030 12/31/2019
FIL Ltd50,075$4,982 12/31/2019
     IWC50,075$4,982 12/31/2019
Citadel Advisors LLC $4,740 12/31/2019
     IWC42,738$4,252 12/31/2019
     Call4,900$488 12/31/2019
Smith Moore & CO.45,497$4,527 12/31/2019
     IWC45,497$4,527 12/31/2019
Dumont & Blake Investment Advisors LLC44,961$4,473 12/31/2019
     IWC44,961$4,473 12/31/2019
Ladenburg Thalmann Financial Services Inc.42,078$4,185 12/31/2019
     IWC42,078$4,185 12/31/2019
WESCAP Management Group Inc.40,397$4,019 12/31/2019
     IWC40,397$4,019 12/31/2019
Raymond James & Associates39,184$3,898 12/31/2019
     IWC39,184$3,898 12/31/2019
Envestnet Asset Management Inc.38,192$3,800 12/31/2019
     IWC38,192$3,800 12/31/2019
Parkside Advisors LLC35,625$3,544 12/31/2019
     IWC35,625$3,544 12/31/2019
LPL Financial LLC35,600$3,542 12/31/2019
     IWC35,600$3,542 12/31/2019
Susquehanna International Group LLP $3,305 12/31/2019
     IWC26,515$2,638 12/31/2019
     Call6,700$667 12/31/2019
Chicago Partners Investment Group LLC29,916$3,025 12/31/2019
     IWC29,916$3,025 12/31/2019
Harborview Advisors LLC29,698$2,955 12/31/2019
     IWC29,698$2,955 12/31/2019
Ranger Investment Management L.P.28,070$2,793 12/31/2019
     IWC28,070$2,793 12/31/2019
First Allied Advisory Services Inc.25,953$2,580 12/31/2019
     IWC25,953$2,580 12/31/2019
First Republic Investment Management Inc.25,896$2,576 12/31/2019
     IWC25,896$2,576 12/31/2019
Cpwm LLC24,571$2,445 12/31/2019
     IWC24,571$2,445 12/31/2019
Commonwealth Equity Services LLC22,831$2,271 12/31/2019
     IWC22,831$2,271 12/31/2019
UMA Financial Services Inc.22,275$2,198 12/31/2019
     IWC22,275$2,198 12/31/2019
Silvercrest Asset Management Group LLC20,755$2,065 12/31/2019
     IWC20,755$2,065 12/31/2019
Bank of New York Mellon Corp20,432$2,033 12/31/2019
     IWC20,432$2,033 12/31/2019
LVZ Advisors Inc.20,068$1,997 12/31/2019
     IWC20,068$1,997 12/31/2019
Evanson Asset Management LLC19,854$1,975 12/31/2019
     IWC19,854$1,975 12/31/2019
TAP Consulting LLC18,116$1,802 12/31/2019
     IWC18,116$1,802 12/31/2019
Capstone Investment Advisors LLC18,020$1,793 12/31/2019
     IWC18,020$1,793 12/31/2019
Regal Investment Advisors LLC17,457$1,737 12/31/2019
     IWC17,457$1,737 12/31/2019
Texas Yale Capital Corp.17,398$1,731 12/31/2019
     IWC17,398$1,731 12/31/2019
Capital Investment Advisors LLC16,726$1,664 12/31/2019
     IWC16,726$1,664 12/31/2019
Goldman Sachs Group Inc.16,325$1,624 12/31/2019
     IWC16,325$1,624 12/31/2019
Ancora Advisors LLC15,327$1,525 12/31/2019
     IWC15,327$1,525 12/31/2019
Acropolis Investment Management LLC14,886$1,481 12/31/2019
     IWC14,886$1,481 12/31/2019
Moisand Fitzgerald Tamayo LLC14,745$1,467 12/31/2019
     IWC14,745$1,467 12/31/2019
HighTower Advisors LLC13,281$1,306 12/31/2019
     IWC13,281$1,306 12/31/2019
Rice Hall James & Associates LLC12,364$1,230 12/31/2019
     IWC12,364$1,230 12/31/2019
GHP Investment Advisors Inc.11,889$1,183 12/31/2019
     IWC11,889$1,183 12/31/2019
Merit Financial Group LLC11,460$1,140 12/31/2019
     IWC11,460$1,140 12/31/2019
Juncture Wealth Strategies LLC11,123$1,107 12/31/2019
     IWC11,123$1,107 12/31/2019
Buckingham Asset Management LLC10,858$1,080 12/31/2019
     IWC10,858$1,080 12/31/2019
Cambridge Investment Research Advisors Inc.10,313$1,026 12/31/2019
     IWC10,313$1,026 12/31/2019
United Capital Financial Advisers LLC9,482$943 12/31/2019
     IWC9,482$943 12/31/2019
Camden Capital LLC9,438$939 12/31/2019
     IWC9,438$939 12/31/2019
Raymond James Financial Services Advisors Inc.9,118$907 12/31/2019
     IWC9,118$907 12/31/2019
AdvicePeriod LLC8,450$841 12/31/2019
     IWC8,450$841 12/31/2019
Tortoise Investment Management LLC8,371$833 12/31/2019
     IWC8,371$833 12/31/2019
Eagle Global Advisors LLC8,030$799 12/31/2019
     IWC8,030$799 12/31/2019
Capital Analysts LLC7,328$729 12/31/2019
     IWC7,328$729 12/31/2019
Baker Avenue Asset Management LP7,240$720 12/31/2019
     IWC7,240$720 12/31/2019
Jackson Grant Investment Advisers Inc.6,796$676 12/31/2019
     IWC6,796$676 12/31/2019
Financial Advocates Investment Management6,702$667 12/31/2019
     IWC6,702$667 12/31/2019
Bridgeway Capital Management Inc.6,525$649 12/31/2019
     IWC6,525$649 12/31/2019
Cetera Advisors LLC6,475$636 12/31/2019
     IWC6,475$636 12/31/2019
NTV Asset Management LLC6,260$623 12/31/2019
     IWC6,260$623 12/31/2019
Fusion Family Wealth LLC6,040$601 12/31/2019
     IWC6,040$601 12/31/2019
Ellis Investment Partners LLC5,925$587 12/31/2019
     IWC5,925$587 12/31/2019
Janney Montgomery Scott LLC5,780$575 12/31/2019
     IWC5,780$575 12/31/2019
Vista Capital Partners Inc.5,750$572 12/31/2019
     IWC5,750$572 12/31/2019
Truist Financial Corp5,650$562 12/31/2019
     IWC5,650$562 12/31/2019
Advisor Group Inc.5,604$557 12/31/2019
     IWC5,604$557 12/31/2019
Nwam LLC5,542$551 12/31/2019
     IWC5,542$551 12/31/2019
Next Capital Management LLC5,343$532 12/31/2019
     IWC5,343$532 12/31/2019
Jane Street Group LLC5,180$515 12/31/2019
     IWC5,180$515 12/31/2019
AE Wealth Management LLC5,149$512 12/31/2019
     IWC5,149$512 12/31/2019
Family Firm Inc.5,102$508 12/31/2019
     IWC5,102$508 12/31/2019
American Investment Services Inc.5,085$506 12/31/2019
     IWC5,085$506 12/31/2019
Mutual Advisors LLC4,999$497 12/31/2019
     IWC4,999$497 12/31/2019
BOK Financial Private Wealth Inc.4,792$477 12/31/2019
     IWC4,792$477 12/31/2019
Brand Asset Management Group Inc.4,591$457 12/31/2019
     IWC4,591$457 12/31/2019
Portland Global Advisors LLC4,560$454 12/31/2019
     IWC4,560$454 12/31/2019
First Ascent Asset Management LLC4,409$439 12/31/2019
     IWC4,409$439 12/31/2019
Sawtooth Solutions LLC4,378$436 12/31/2019
     IWC4,378$436 12/31/2019
Salem Investment Counselors Inc.4,315$429 12/31/2019
     IWC4,315$429 12/31/2019
Alexandria Capital LLC4,294$427 12/31/2019
     IWC4,294$427 12/31/2019
Hancock Whitney Corp4,069$405 12/31/2019
     IWC4,069$405 12/31/2019
TBH Global Asset Management LLC4,053$403 12/31/2019
     IWC4,053$403 12/31/2019
Horizon Kinetics Asset Management LLC3,948$393 12/31/2019
     IWC3,948$393 12/31/2019
Managed Account Services Inc.3,849$380 12/31/2019
     IWC3,849$380 12/31/2019
EP Wealth Advisors LLC3,745$373 12/31/2019
     IWC3,745$373 12/31/2019
Boston Family Office LLC3,713$369 12/31/2019
     IWC3,713$369 12/31/2019
Equitable Holdings Inc.3,680$366 12/31/2019
     IWC3,680$366 12/31/2019
Kingsview Wealth Management LLC3,813$365 12/31/2019
     IWC3,813$365 12/31/2019
FTB Advisors Inc.3,620$360 12/31/2019
     IWC3,620$360 12/31/2019
Keybank National Association OH3,589$357 12/31/2019
     IWC3,589$357 12/31/2019
Greenwood Capital Associates LLC3,500$348 12/31/2019
     IWC3,500$348 12/31/2019
Northern Trust Corp3,319$330 12/31/2019
     IWC3,319$330 12/31/2019
Frontier Wealth Management LLC3,230$321 12/31/2019
     IWC3,230$321 12/31/2019
Blair William & Co. IL3,175$316 12/31/2019
     IWC3,175$316 12/31/2019
Marquette Asset Management LLC3,119$310 12/31/2019
     IWC3,119$310 12/31/2019
Evermay Wealth Management LLC3,054$304 12/31/2019
     IWC3,054$304 12/31/2019
Joseph P. Lucia & Associates LLC2,963$295 12/31/2019
     IWC2,963$295 12/31/2019
Brouwer & Janachowski LLC2,747$273 12/31/2019
     IWC2,747$273 12/31/2019
Alpha Cubed Investments LLC2,718$270 12/31/2019
     IWC2,718$270 12/31/2019
ELM Advisors LLC2,638$262 12/31/2019
     IWC2,638$262 12/31/2019
Garrison Point Advisors LLC2,550$254 12/31/2019
     IWC2,550$254 12/31/2019
Private Capital Group LLC2,538$252 12/31/2019
     IWC2,538$252 12/31/2019
Kohmann Bosshard Financial Services LLC2,484$247 12/31/2019
     IWC2,484$247 12/31/2019
Jentner Corp2,466$245 12/31/2019
     IWC2,466$245 12/31/2019
Stratos Wealth Partners LTD.2,444$243 12/31/2019
     IWC2,444$243 12/31/2019
Stifel Financial Corp2,456$242 12/31/2019
     IWC2,456$242 12/31/2019
WP Advisors LLC2,247$224 12/31/2019
     IWC2,247$224 12/31/2019
Omega Financial Group LLC2,245$223 12/31/2019
     IWC2,245$223 12/31/2019
Summit Financial Group Inc.3,175$213 03/31/2020
     IWC3,175$213 03/31/2020
Moloney Securities Asset Management LLC2,115$210 12/31/2019
     IWC2,115$210 12/31/2019
Parallel Advisors LLC1,925$192 12/31/2019
     IWC1,925$192 12/31/2019
Legacy Bridge LLC1,920$191 12/31/2019
     IWC1,920$191 12/31/2019
Asset Dedication LLC1,702$168 12/31/2019
     IWC1,702$168 12/31/2019
Creative Financial Designs Inc. ADV1,679$166 12/31/2019
     IWC1,679$166 12/31/2019
Advisory Services Network LLC1,648$164 12/31/2019
     IWC1,648$164 12/31/2019
PNC Financial Services Group Inc.1,290$128 12/31/2019
     IWC1,290$128 12/31/2019
Global Retirement Partners LLC1,178$117 12/31/2019
     IWC1,178$117 12/31/2019
Glassman Wealth Services895$89 12/31/2019
     IWC895$89 12/31/2019
Citigroup Inc.760$76 12/31/2019
     IWC760$76 12/31/2019
BBVA USA Bancshares Inc.697$69 12/31/2019
     IWC697$69 12/31/2019
Fifth Third Bancorp685$68 12/31/2019
     IWC685$68 12/31/2019
FMR LLC621$62 12/31/2019
     IWC621$62 12/31/2019
Manchester Capital Management LLC594$59 12/31/2019
     IWC594$59 12/31/2019
Whittier Trust Co. of Nevada Inc.535$53 12/31/2019
     IWC535$53 12/31/2019
Punch & Associates Investment Management Inc.499$50 12/31/2019
     IWC499$50 12/31/2019
Simplex Trading LLC437$43 12/31/2019
     IWC437$43 12/31/2019
Institutional & Family Asset Management LLC382$38 12/31/2019
     IWC382$38 12/31/2019
Kayne Anderson Rudnick Investment Management LLC362$36 12/31/2019
     IWC362$36 12/31/2019
C M Bidwell & Associates Ltd.365$36 12/31/2019
     IWC365$36 12/31/2019
Procyon Private Wealth Partners LLC360$36 12/31/2019
     IWC360$36 12/31/2019
Bray Capital Advisors346$34 12/31/2019
     IWC346$34 12/31/2019
MUFG Americas Holdings Corp304$30 12/31/2019
     IWC304$30 12/31/2019
CWM LLC301$30 12/31/2019
     IWC301$30 12/31/2019
UBS Asset Management Americas Inc.292$29 12/31/2019
     IWC292$29 12/31/2019
Global Trust Asset Management LLC164$17 12/31/2019
     IWC164$17 12/31/2019
Global Wealth Management Investment Advisory Inc.170$17 12/31/2019
     IWC170$17 12/31/2019
Samalin Investment Counsel LLC162$16 12/31/2019
     IWC162$16 12/31/2019
Advisory Alpha LLC155$15 12/31/2019
     IWC155$15 12/31/2019
Patriot Financial Group Insurance Agency LLC148$15 12/31/2019
     IWC148$15 12/31/2019
Wealth Quarterback LLC146$15 12/31/2019
     IWC146$15 12/31/2019
NEXT Financial Group Inc135$13 12/31/2019
     IWC135$13 12/31/2019
Semmax Financial Advisors Inc.116$12 12/31/2019
     IWC116$12 12/31/2019
US Bancorp DE100$10 12/31/2019
     IWC100$10 12/31/2019
Mcmillion Capital Management Inc.102$10 12/31/2019
     IWC102$10 12/31/2019
Baldwin Brothers Inc. MA87$9 12/31/2019
     IWC87$9 12/31/2019
Orion Portfolio Solutions LLC93$9 12/31/2019
     IWC93$9 12/31/2019
Pacific Center for Financial Services79$8 12/31/2019
     IWC79$8 12/31/2019
Financial Architects Inc75$7 12/31/2019
     IWC75$7 12/31/2019
Harbor Investment Advisory LLC70$7 12/31/2019
     IWC70$7 12/31/2019
Institute for Wealth Management LLC.67$7 12/31/2019
     IWC67$7 12/31/2019
Capital Investment Advisory Services LLC66$7 12/31/2019
     IWC66$7 12/31/2019
Verus Capital Partners LLC62$6 12/31/2019
     IWC62$6 12/31/2019
Northwestern Mutual Wealth Management Co.49$5 12/31/2019
     IWC49$5 12/31/2019
AdvisorNet Financial Inc51$5 12/31/2019
     IWC51$5 12/31/2019
Tower Research Capital LLC TRC 46$5 12/31/2019
     IWC46$5 12/31/2019
Capital Asset Advisory Services LLC38$4 12/31/2019
     IWC38$4 12/31/2019
Gradient Investments LLC34$3 12/31/2019
     IWC34$3 12/31/2019
Reilly Financial Advisors LLC20$2 12/31/2019
     IWC20$2 12/31/2019
Taylor Hoffman Wealth Management20$2 12/31/2019
     IWC20$2 12/31/2019
Toronto Dominion Bank6$1 12/31/2019
     IWC6$1 12/31/2019
Valeo Financial Advisors LLC7$1 12/31/2019
     IWC7$1 12/31/2019
Proequities Inc.0$0 12/31/2019
     IWC0$0 12/31/2019
IFP Advisors Inc0$0 12/31/2019
     IWC0$0 12/31/2019
D Orazio & Associates Inc.5$0 12/31/2019
     IWC5$0 12/31/2019
Harvest Group Wealth Management LLC9$0 12/31/2019
     IWC9$0 12/31/2019
Savior LLC5$0 12/31/2019
     IWC5$0 12/31/2019

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

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