On this page, we present all of the funds holding IWO from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IWO, with a link to that fund's top holdings. The next columns indicate the amount of IWO stock held by each of the funds holding IWO, followed by the IWO position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 923 funds holding IWO within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding IWO), click the fund name in the "Holder" column of the funds-holding-IWO table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Morgan Stanley | 3,339,712 | $842,342 | 12/31/2023 |
IWO | 3,339,712 | $842,342 | 12/31/2023 |
Bank of America Corp DE | 3,262,060 | $822,757 | 12/31/2023 |
IWO | 3,262,060 | $822,757 | 12/31/2023 |
Barings LLC | 1,505,250 | $379,654 | 12/31/2023 |
IWO | 1,505,250 | $379,654 | 12/31/2023 |
TIAA Trust National Association | 1,343,561 | $338,873 | 12/31/2023 |
IWO | 1,343,561 | $338,873 | 12/31/2023 |
Envestnet Asset Management Inc. | 1,108,247 | $279,522 | 12/31/2023 |
IWO | 1,108,247 | $279,522 | 12/31/2023 |
Wells Fargo & Company MN | 976,557 | $246,307 | 12/31/2023 |
IWO | 976,557 | $246,307 | 12/31/2023 |
Cassaday & Co Wealth Management LLC | 822,438 | $207,435 | 12/31/2023 |
IWO | 822,438 | $207,435 | 12/31/2023 |
Goldman Sachs Group Inc. | 714,572 | $180,229 | 12/31/2023 |
IWO | 714,572 | $180,229 | 12/31/2023 |
Commonwealth Equity Services LLC | 697,063 | $175,813 | 12/31/2023 |
IWO | 697,063 | $175,813 | 12/31/2023 |
The PNC Financial Services Group Inc. | 679,883 | $171,480 | 12/31/2023 |
IWO | 679,883 | $171,480 | 12/31/2023 |
Cohen Klingenstein LLC | 555,790 | $150,508 | 03/31/2024 |
IWO | 555,790 | $150,508 | 03/31/2024 |
UBS Group AG | 543,888 | $137,179 | 12/31/2023 |
IWO | 543,888 | $137,179 | 12/31/2023 |
Alliancebernstein L.P. | 463,435 | $116,888 | 12/31/2023 |
IWO | 463,435 | $116,888 | 12/31/2023 |
US Bancorp DE | 452,711 | $114,183 | 12/31/2023 |
IWO | 452,711 | $114,183 | 12/31/2023 |
D.A. Davidson & CO. | 452,048 | $114,016 | 12/31/2023 |
IWO | 452,048 | $114,016 | 12/31/2023 |
M&T Bank Corp | 445,110 | $112,265 | 12/31/2023 |
IWO | 445,110 | $112,265 | 12/31/2023 |
Northern Trust Corp | 437,255 | $110,284 | 12/31/2023 |
IWO | 437,255 | $110,284 | 12/31/2023 |
JPMorgan Chase & Co. | 405,032 | $102,157 | 12/31/2023 |
IWO | 405,032 | $102,157 | 12/31/2023 |
Royal Bank of Canada | 394,788 | $99,574 | 12/31/2023 |
IWO | 394,788 | $99,574 | 12/31/2023 |
LPL Financial LLC | 362,949 | $91,543 | 12/31/2023 |
IWO | 362,949 | $91,543 | 12/31/2023 |
Charles Schwab Investment Management Inc. | 340,164 | $85,796 | 12/31/2023 |
IWO | 340,164 | $85,796 | 12/31/2023 |
Raymond James & Associates | 311,272 | $84,292 | 03/31/2024 |
IWO | 311,272 | $84,292 | 03/31/2024 |
Financial Engines Advisors L.L.C. | 324,097 | $81,744 | 12/31/2023 |
IWO | 324,097 | $81,744 | 12/31/2023 |
FMR LLC | 310,611 | $78,342 | 12/31/2023 |
IWO | 310,611 | $78,342 | 12/31/2023 |
Commerce Bank | 280,600 | $70,773 | 12/31/2023 |
IWO | 280,600 | $70,773 | 12/31/2023 |
Bank of New York Mellon Corp | 237,795 | $64,395 | 03/31/2024 |
IWO | 237,795 | $64,395 | 03/31/2024 |
Sei Investments Co. | 214,160 | $54,014 | 12/31/2023 |
IWO | 214,160 | $54,014 | 12/31/2023 |
Badgley Phelps Wealth Managers LLC | 195,597 | $49,334 | 12/31/2023 |
IWO | 195,597 | $49,334 | 12/31/2023 |
Brown Advisory Inc. | 179,259 | $48,543 | 03/31/2024 |
IWO | 179,259 | $48,543 | 03/31/2024 |
Alaska Permanent Fund Corp | 176,576 | $47,817 | 03/31/2024 |
IWO | 176,576 | $47,817 | 03/31/2024 |
Wealth Enhancement Advisory Services LLC | 174,775 | $47,329 | 03/31/2024 |
IWO | 174,775 | $47,329 | 03/31/2024 |
Creative Planning | 183,717 | $46,337 | 12/31/2023 |
IWO | 183,717 | $46,337 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 170,056 | $42,900 | 12/31/2023 |
IWO | 170,056 | $42,900 | 12/31/2023 |
Cresset Asset Management LLC | 168,665 | $42,541 | 12/31/2023 |
IWO | 168,665 | $42,541 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 151,034 | $40,900 | 03/31/2024 |
IWO | 151,034 | $40,900 | 03/31/2024 |
Cetera Advisor Networks LLC | 157,069 | $39,616 | 12/31/2023 |
IWO | 157,069 | $39,616 | 12/31/2023 |
Keybank National Association OH | 156,251 | $39,410 | 12/31/2023 |
IWO | 156,251 | $39,410 | 12/31/2023 |
Truist Financial Corp | 154,807 | $39,045 | 12/31/2023 |
IWO | 154,807 | $39,045 | 12/31/2023 |
CI Private Wealth LLC | 151,088 | $38,107 | 12/31/2023 |
IWO | 151,088 | $38,107 | 12/31/2023 |
Wellington Management Group LLP | 147,678 | $37,247 | 12/31/2023 |
IWO | 147,678 | $37,247 | 12/31/2023 |
Susquehanna International Group LLP | $36,701 | 12/31/2023 | |
IWO | 128,314 | $32,363 | 12/31/2023 |
Call | 127,500 | $32,158 | 12/31/2023 |
Put | 110,300 | $27,820 | 12/31/2023 |
Shepherd Financial Partners LLC | 130,364 | $35,305 | 03/31/2024 |
IWO | 130,364 | $35,305 | 03/31/2024 |
Silvercrest Asset Management Group LLC | 134,160 | $33,838 | 12/31/2023 |
IWO | 134,160 | $33,838 | 12/31/2023 |
Advisor Group Holdings Inc. | 133,423 | $33,648 | 12/31/2023 |
IWO | 133,423 | $33,648 | 12/31/2023 |
BNP Paribas Arbitrage SA | 133,102 | $33,571 | 12/31/2023 |
IWO | 133,102 | $33,571 | 12/31/2023 |
Pacific Life Fund Advisors LLC | 123,932 | $33,561 | 03/31/2024 |
IWO | 123,932 | $33,561 | 03/31/2024 |
Orion Portfolio Solutions LLC | 133,009 | $32,920 | 12/31/2023 |
IWO | 133,009 | $32,920 | 12/31/2023 |
Honkamp Krueger Financial Services Inc. | 129,712 | $32,716 | 12/31/2023 |
IWO | 129,712 | $32,716 | 12/31/2023 |
Ameriprise Financial Inc. | 108,068 | $27,254 | 12/31/2023 |
IWO | 108,068 | $27,254 | 12/31/2023 |
Citigroup Inc. | 107,486 | $27,110 | 12/31/2023 |
IWO | 107,486 | $27,110 | 12/31/2023 |
Fort Washington Investment Advisors Inc. OH | 105,534 | $26,618 | 03/31/2024 |
IWO | 105,534 | $26,618 | 03/31/2024 |
RSM US Wealth Management LLC | 104,651 | $26,395 | 12/31/2023 |
IWO | 104,651 | $26,395 | 12/31/2023 |
CSM Advisors LLC | 104,000 | $26,231 | 12/31/2023 |
IWO | 104,000 | $26,231 | 12/31/2023 |
NSI Retail Advisors LLC | 104,000 | $26,231 | 12/31/2023 |
IWO | 104,000 | $26,231 | 12/31/2023 |
Stephens Inc. AR | 100,872 | $25,442 | 12/31/2023 |
IWO | 100,872 | $25,442 | 12/31/2023 |
Rockefeller Capital Management L.P. | 98,801 | $24,920 | 12/31/2023 |
IWO | 98,801 | $24,920 | 12/31/2023 |
Waldron Private Wealth LLC | 95,741 | $24,147 | 12/31/2023 |
IWO | 95,741 | $24,147 | 12/31/2023 |
Twin Tree Management LP | 95,114 | $23,990 | 12/31/2023 |
IWO | 95,114 | $23,990 | 12/31/2023 |
MAI Capital Management | 94,269 | $23,777 | 12/31/2023 |
IWO | 94,269 | $23,777 | 12/31/2023 |
TimesSquare Capital Management LLC | 93,780 | $23,653 | 12/31/2023 |
IWO | 93,780 | $23,653 | 12/31/2023 |
Pathstone Holdings LLC | 93,326 | $23,539 | 12/31/2023 |
IWO | 93,326 | $23,539 | 12/31/2023 |
Captrust Financial Advisors | 91,670 | $23,121 | 12/31/2023 |
IWO | 91,670 | $23,121 | 12/31/2023 |
Weiss Asset Management LP | 90,116 | $22,729 | 12/31/2023 |
IWO | 90,116 | $22,729 | 12/31/2023 |
Cetera Investment Advisers | 88,781 | $22,392 | 12/31/2023 |
IWO | 88,781 | $22,392 | 12/31/2023 |
Fiera Capital Corp | 88,715 | $22,376 | 12/31/2023 |
IWO | 88,715 | $22,376 | 12/31/2023 |
HighTower Advisors LLC | $22,209 | 12/31/2023 | |
IWO | 88,649 | $22,390 | 12/31/2023 |
Put | 4,200 | $181 | 12/31/2023 |
Stifel Financial Corp | 86,192 | $21,745 | 12/31/2023 |
IWO | 86,192 | $21,745 | 12/31/2023 |
Moneta Group Investment Advisors LLC | 84,474 | $21,306 | 12/31/2023 |
IWO | 84,474 | $21,306 | 12/31/2023 |
SRS Capital Advisors Inc. | 84,126 | $21,218 | 12/31/2023 |
IWO | 84,126 | $21,218 | 12/31/2023 |
Baird Financial Group Inc. | 82,235 | $20,741 | 12/31/2023 |
IWO | 82,235 | $20,741 | 12/31/2023 |
Bank of Montreal Can | 77,655 | $19,939 | 12/31/2023 |
IWO | 77,655 | $19,939 | 12/31/2023 |
Comerica Bank | 75,210 | $18,969 | 12/31/2023 |
IWO | 75,210 | $18,969 | 12/31/2023 |
Healthcare of Ontario Pension Plan Trust Fund | 75,097 | $18,941 | 12/31/2023 |
IWO | 75,097 | $18,941 | 12/31/2023 |
AE Wealth Management LLC | 74,113 | $18,290 | 12/31/2023 |
IWO | 74,113 | $18,290 | 12/31/2023 |
Crestone Asset Management LLC | 67,326 | $18,232 | 03/31/2024 |
IWO | 67,326 | $18,232 | 03/31/2024 |
BlackRock Inc. | 71,321 | $17,989 | 12/31/2023 |
IWO | 71,321 | $17,989 | 12/31/2023 |
VAUGHAN & Co SECURITIES INC. | 70,406 | $17,758 | 12/31/2023 |
IWO | 70,406 | $17,758 | 12/31/2023 |
Covenant Partners LLC | 68,601 | $17,302 | 12/31/2023 |
IWO | 68,601 | $17,302 | 12/31/2023 |
Macquarie Group Ltd. | 67,204 | $16,950 | 12/31/2023 |
IWO | 67,204 | $16,950 | 12/31/2023 |
Barclays PLC | 65,711 | $16,574 | 12/31/2023 |
IWO | 65,711 | $16,574 | 12/31/2023 |
Mariner LLC | 63,412 | $15,994 | 12/31/2023 |
IWO | 63,412 | $15,994 | 12/31/2023 |
Janney Montgomery Scott LLC | 63,273 | $15,959 | 12/31/2023 |
IWO | 63,273 | $15,959 | 12/31/2023 |
MML Investors Services LLC | 63,114 | $15,919 | 12/31/2023 |
IWO | 63,114 | $15,919 | 12/31/2023 |
Geneva Capital Management LLC | 62,051 | $15,651 | 12/31/2023 |
IWO | 62,051 | $15,651 | 12/31/2023 |
Kestra Advisory Services LLC | 61,056 | $15,400 | 12/31/2023 |
IWO | 61,056 | $15,400 | 12/31/2023 |
Flaharty Asset Management LLC | 60,666 | $15,301 | 12/31/2023 |
IWO | 60,666 | $15,301 | 12/31/2023 |
Geller Advisors LLC | 58,850 | $14,843 | 12/31/2023 |
IWO | 58,850 | $14,843 | 12/31/2023 |
Fifth Third Bancorp | 54,793 | $14,838 | 03/31/2024 |
IWO | 54,793 | $14,838 | 03/31/2024 |
AMG National Trust Bank | 55,653 | $14,037 | 12/31/2023 |
IWO | 55,653 | $14,037 | 12/31/2023 |
Cerity Partners LLC | 55,074 | $13,891 | 12/31/2023 |
IWO | 55,074 | $13,891 | 12/31/2023 |
Wade G W & Inc. | 54,894 | $13,845 | 12/31/2023 |
IWO | 54,894 | $13,845 | 12/31/2023 |
Prudential Financial Inc. | 53,450 | $13,481 | 12/31/2023 |
IWO | 53,450 | $13,481 | 12/31/2023 |
HRT Financial LP | 52,774 | $13,310 | 12/31/2023 |
IWO | 52,774 | $13,310 | 12/31/2023 |
Cetera Advisors LLC | 52,340 | $13,201 | 12/31/2023 |
IWO | 52,340 | $13,201 | 12/31/2023 |
CHURCHILL MANAGEMENT Corp | 48,658 | $13,176 | 03/31/2024 |
IWO | 48,658 | $13,176 | 03/31/2024 |
First Horizon Advisors Inc. | 48,284 | $13,075 | 03/31/2024 |
IWO | 48,284 | $13,075 | 03/31/2024 |
BW Gestao de Investimentos Ltda. | 51,820 | $13,070 | 12/31/2023 |
IWO | 51,820 | $13,070 | 12/31/2023 |
Axiom International Investors LLC DE | 50,400 | $12,712 | 12/31/2023 |
IWO | 50,400 | $12,712 | 12/31/2023 |
RTD Financial Advisors Inc. | 46,200 | $12,511 | 03/31/2024 |
IWO | 46,200 | $12,511 | 03/31/2024 |
Courier Capital LLC | 44,495 | $12,049 | 03/31/2024 |
IWO | 44,495 | $12,049 | 03/31/2024 |
Synovus Financial Corp | 47,233 | $11,916 | 12/31/2023 |
IWO | 47,233 | $11,916 | 12/31/2023 |
Duff & Phelps Investment Management Co. | 46,870 | $11,822 | 12/31/2023 |
IWO | 46,870 | $11,822 | 12/31/2023 |
Citadel Advisors LLC | $11,691 | 12/31/2023 | |
Call | 49,400 | $12,460 | 12/31/2023 |
Put | 19,200 | $4,843 | 12/31/2023 |
IWO | 16,153 | $4,074 | 12/31/2023 |
LMG Wealth Partners LLC | 45,066 | $11,367 | 12/31/2023 |
IWO | 45,066 | $11,367 | 12/31/2023 |
Kettle Hill Capital Management LLC | 43,102 | $10,871 | 12/31/2023 |
IWO | 43,102 | $10,871 | 12/31/2023 |
MMA Asset Management LLC | 42,122 | $10,826 | 12/31/2023 |
IWO | 42,122 | $10,826 | 12/31/2023 |
William Blair Investment Management LLC | 42,745 | $10,781 | 12/31/2023 |
IWO | 42,745 | $10,781 | 12/31/2023 |
Strategic Wealth Partners Group LLC | 40,334 | $10,173 | 12/31/2023 |
IWO | 40,334 | $10,173 | 12/31/2023 |
Powell Investment Advisors LLC | 37,449 | $10,141 | 03/31/2024 |
IWO | 37,449 | $10,141 | 03/31/2024 |
Kayne Anderson Rudnick Investment Management LLC | 40,021 | $10,099 | 12/31/2023 |
IWO | 40,021 | $10,099 | 12/31/2023 |
Hillcrest Wealth Advisors NY LLC | 36,150 | $9,789 | 03/31/2024 |
IWO | 36,150 | $9,789 | 03/31/2024 |
Blair William & Co. IL | 38,431 | $9,693 | 12/31/2023 |
IWO | 38,431 | $9,693 | 12/31/2023 |
Whittier Trust Co. of Nevada Inc. | 37,789 | $9,531 | 12/31/2023 |
IWO | 37,789 | $9,531 | 12/31/2023 |
Erickson Financial Group LLC | 36,632 | $9,239 | 12/31/2023 |
IWO | 36,632 | $9,239 | 12/31/2023 |
Congress Wealth Management LLC DE | 33,479 | $9,067 | 03/31/2024 |
IWO | 33,479 | $9,067 | 03/31/2024 |
Clark Capital Management Group Inc. | 35,672 | $8,997 | 12/31/2023 |
IWO | 35,672 | $8,997 | 12/31/2023 |
STA Wealth Management LLC | 35,461 | $8,944 | 12/31/2023 |
IWO | 35,461 | $8,944 | 12/31/2023 |
GWM Advisors LLC | 35,054 | $8,739 | 12/31/2023 |
IWO | 35,054 | $8,739 | 12/31/2023 |
Quent Capital LLC | 34,473 | $8,695 | 12/31/2023 |
IWO | 34,473 | $8,695 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 33,995 | $8,574 | 12/31/2023 |
IWO | 33,995 | $8,574 | 12/31/2023 |
Jones Financial Companies Lllp | 33,730 | $8,507 | 12/31/2023 |
IWO | 33,730 | $8,507 | 12/31/2023 |
FSA Wealth Management LLC | 33,223 | $8,379 | 12/31/2023 |
IWO | 33,223 | $8,379 | 12/31/2023 |
Johnson Investment Counsel Inc. | 33,083 | $8,344 | 12/31/2023 |
IWO | 33,083 | $8,344 | 12/31/2023 |
One Capital Management LLC | 32,627 | $8,229 | 12/31/2023 |
IWO | 32,627 | $8,229 | 12/31/2023 |
Sontag Advisory LLC | 32,553 | $8,210 | 12/31/2023 |
IWO | 32,553 | $8,210 | 12/31/2023 |
Tobias Financial Advisors Inc. | 32,161 | $8,112 | 12/31/2023 |
IWO | 32,161 | $8,112 | 12/31/2023 |
Corundum Group Inc. | 29,723 | $8,049 | 03/31/2024 |
IWO | 29,723 | $8,049 | 03/31/2024 |
Hsbc Holdings PLC | 30,877 | $7,788 | 12/31/2023 |
IWO | 30,877 | $7,788 | 12/31/2023 |
Carolinas Wealth Consulting LLC | 30,468 | $7,685 | 12/31/2023 |
IWO | 30,468 | $7,685 | 12/31/2023 |
NBW Capital LLC | 30,428 | $7,675 | 12/31/2023 |
IWO | 30,428 | $7,675 | 12/31/2023 |
Modera Wealth Management LLC | 28,995 | $7,313 | 12/31/2023 |
IWO | 28,995 | $7,313 | 12/31/2023 |
LBJ Family Wealth Advisors Ltd. | 26,343 | $7,134 | 03/31/2024 |
IWO | 26,343 | $7,134 | 03/31/2024 |
Savant Capital LLC | 28,068 | $7,079 | 12/31/2023 |
IWO | 28,068 | $7,079 | 12/31/2023 |
Oldfather Financial Services LLC | 25,946 | $7,026 | 03/31/2024 |
IWO | 25,946 | $7,026 | 03/31/2024 |
Mechanics Bank Trust Department | 25,738 | $6,970 | 03/31/2024 |
IWO | 25,738 | $6,970 | 03/31/2024 |
Sequent Asset Management LLC | 25,631 | $6,941 | 03/31/2024 |
IWO | 25,631 | $6,941 | 03/31/2024 |
Cambridge Investment Research Advisors Inc. | 25,496 | $6,904 | 03/31/2024 |
IWO | 25,496 | $6,904 | 03/31/2024 |
Mercer Global Advisors Inc. ADV | 27,102 | $6,836 | 12/31/2023 |
IWO | 27,102 | $6,836 | 12/31/2023 |
Confluence Wealth Services Inc. | 25,028 | $6,778 | 03/31/2024 |
IWO | 25,028 | $6,778 | 03/31/2024 |
BOKF NA | 25,558 | $6,446 | 12/31/2023 |
IWO | 25,558 | $6,446 | 12/31/2023 |
Whittier Trust Co. | 25,044 | $6,317 | 12/31/2023 |
IWO | 25,044 | $6,317 | 12/31/2023 |
EP Wealth Advisors LLC | 24,727 | $6,237 | 12/31/2023 |
IWO | 24,727 | $6,237 | 12/31/2023 |
Team Hewins LLC | 23,558 | $5,942 | 12/31/2023 |
IWO | 23,558 | $5,942 | 12/31/2023 |
Fiduciary Trust Co. | 23,540 | $5,937 | 12/31/2023 |
IWO | 23,540 | $5,937 | 12/31/2023 |
Glenmede Trust Co. NA | 23,257 | $5,866 | 12/31/2023 |
IWO | 23,257 | $5,866 | 12/31/2023 |
Tritonpoint Wealth LLC | 22,932 | $5,840 | 03/31/2024 |
IWO | 22,932 | $5,840 | 03/31/2024 |
Cullen Frost Bankers Inc. | 22,884 | $5,772 | 12/31/2023 |
IWO | 22,884 | $5,772 | 12/31/2023 |
Surience Private Wealth LLC | 22,805 | $5,752 | 12/31/2023 |
IWO | 22,805 | $5,752 | 12/31/2023 |
Tower Research Capital LLC TRC | 22,716 | $5,729 | 12/31/2023 |
IWO | 22,716 | $5,729 | 12/31/2023 |
Stephens Group Asset Management LLC | 20,849 | $5,646 | 03/31/2024 |
IWO | 20,849 | $5,646 | 03/31/2024 |
Noble Family Wealth LLC | 20,254 | $5,485 | 03/31/2024 |
IWO | 20,254 | $5,485 | 03/31/2024 |
CIBC Private Wealth Group LLC | 21,584 | $5,444 | 12/31/2023 |
IWO | 21,584 | $5,444 | 12/31/2023 |
Harbor Investment Advisory LLC | 19,947 | $5,402 | 03/31/2024 |
IWO | 19,947 | $5,402 | 03/31/2024 |
Bishop & Co Investment Management LLC | 19,940 | $5,400 | 03/31/2024 |
IWO | 19,940 | $5,400 | 03/31/2024 |
360 Financial Inc. | 21,161 | $5,337 | 12/31/2023 |
IWO | 21,161 | $5,337 | 12/31/2023 |
Occidental Asset Management LLC | 19,335 | $5,236 | 03/31/2024 |
IWO | 19,335 | $5,236 | 03/31/2024 |
Avantax Advisory Services Inc. | 19,656 | $4,958 | 12/31/2023 |
IWO | 19,656 | $4,958 | 12/31/2023 |
Coldstream Capital Management Inc. | 19,512 | $4,921 | 12/31/2023 |
IWO | 19,512 | $4,921 | 12/31/2023 |
Rodgers & Associates LTD | 19,314 | $4,871 | 12/31/2023 |
IWO | 19,314 | $4,871 | 12/31/2023 |
Columbia Advisory Partners LLC | 17,475 | $4,732 | 03/31/2024 |
IWO | 17,475 | $4,732 | 03/31/2024 |
Foundation Wealth Management LLC | 18,571 | $4,684 | 12/31/2023 |
IWO | 18,571 | $4,684 | 12/31/2023 |
Farmers & Merchants Investments Inc. | 17,281 | $4,680 | 03/31/2024 |
IWO | 17,281 | $4,680 | 03/31/2024 |
Principal Financial Group Inc. | 18,250 | $4,603 | 12/31/2023 |
IWO | 18,250 | $4,603 | 12/31/2023 |
XML Financial LLC | 18,191 | $4,588 | 12/31/2023 |
IWO | 18,191 | $4,588 | 12/31/2023 |
Kestra Private Wealth Services LLC | 18,129 | $4,572 | 12/31/2023 |
IWO | 18,129 | $4,572 | 12/31/2023 |
Fred Alger Management LLC | 18,084 | $4,561 | 12/31/2023 |
IWO | 18,084 | $4,561 | 12/31/2023 |
Boston Private Wealth LLC | 17,960 | $4,530 | 12/31/2023 |
IWO | 17,960 | $4,530 | 12/31/2023 |
CWM LLC | 16,637 | $4,505 | 03/31/2024 |
IWO | 16,637 | $4,505 | 03/31/2024 |
Simon Quick Advisors LLC | 16,369 | $4,433 | 03/31/2024 |
IWO | 16,369 | $4,433 | 03/31/2024 |
Franklin Resources Inc. | 17,530 | $4,421 | 12/31/2023 |
IWO | 17,530 | $4,421 | 12/31/2023 |
Larson Financial Group LLC | 17,514 | $4,417 | 12/31/2023 |
IWO | 17,514 | $4,417 | 12/31/2023 |
Crescent Grove Advisors LLC | 17,423 | $4,394 | 12/31/2023 |
IWO | 17,423 | $4,394 | 12/31/2023 |
Lowery Thomas LLC | 17,363 | $4,379 | 12/31/2023 |
IWO | 17,363 | $4,379 | 12/31/2023 |
Oppenheimer & Co. Inc. | 16,469 | $4,154 | 12/31/2023 |
IWO | 16,469 | $4,154 | 12/31/2023 |
Eagle Asset Management Inc. | 16,411 | $4,139 | 12/31/2023 |
IWO | 16,411 | $4,139 | 12/31/2023 |
Idaho Trust Bank | 16,406 | $4,138 | 12/31/2023 |
IWO | 16,406 | $4,138 | 12/31/2023 |
Quadrant Capital Group LLC | 16,321 | $4,116 | 12/31/2023 |
IWO | 16,321 | $4,116 | 12/31/2023 |
HB Wealth Management LLC | 16,212 | $4,089 | 12/31/2023 |
IWO | 16,212 | $4,089 | 12/31/2023 |
Oak Ridge Investments LLC | 16,035 | $4,044 | 12/31/2023 |
IWO | 16,035 | $4,044 | 12/31/2023 |
Stock Yards Bank & Trust Co. | 15,828 | $3,992 | 12/31/2023 |
IWO | 15,828 | $3,992 | 12/31/2023 |
Sand Hill Global Advisors LLC | 15,563 | $3,925 | 12/31/2023 |
IWO | 15,563 | $3,925 | 12/31/2023 |
Welch & Forbes LLC | 15,175 | $3,827 | 12/31/2023 |
IWO | 15,175 | $3,827 | 12/31/2023 |
Montecito Bank & Trust | 13,974 | $3,784 | 03/31/2024 |
IWO | 13,974 | $3,784 | 03/31/2024 |
Corsair Capital Management L.P. | 15,000 | $3,783 | 12/31/2023 |
IWO | 15,000 | $3,783 | 12/31/2023 |
Great Valley Advisor Group Inc. | 14,881 | $3,753 | 12/31/2023 |
IWO | 14,881 | $3,753 | 12/31/2023 |
Pinnacle Associates Ltd. | 13,469 | $3,647 | 03/31/2024 |
IWO | 13,469 | $3,647 | 03/31/2024 |
Equitable Holdings Inc. | 14,412 | $3,635 | 12/31/2023 |
IWO | 14,412 | $3,635 | 12/31/2023 |
Raymond James Trust N.A. | 13,414 | $3,633 | 03/31/2024 |
IWO | 13,414 | $3,633 | 03/31/2024 |
DT Investment Partners LLC | 14,493 | $3,615 | 12/31/2023 |
IWO | 14,493 | $3,615 | 12/31/2023 |
Financial Counselors Inc. | 14,215 | $3,585 | 12/31/2023 |
IWO | 14,215 | $3,585 | 12/31/2023 |
RK Capital Management LLC | 13,900 | $3,506 | 12/31/2023 |
IWO | 13,900 | $3,506 | 12/31/2023 |
Green Square Capital Advisors LLC | 13,136 | $3,313 | 12/31/2023 |
IWO | 13,136 | $3,313 | 12/31/2023 |
MV Capital Management Inc. | 12,075 | $3,270 | 03/31/2024 |
IWO | 12,075 | $3,270 | 03/31/2024 |
Grey Fox Wealth Advisors LLC | $3,239 | 03/31/2024 | |
IWO | 11,109 | $3,008 | 03/31/2024 |
Mutual Fund | 9,575 | $231 | 03/31/2024 |
Two Sigma Advisers LP | 12,800 | $3,228 | 12/31/2023 |
IWO | 12,800 | $3,228 | 12/31/2023 |
Atria Wealth Solutions Inc. | 12,724 | $3,209 | 12/31/2023 |
IWO | 12,724 | $3,209 | 12/31/2023 |
Ariston Services Group | 11,810 | $3,198 | 03/31/2024 |
IWO | 11,810 | $3,198 | 03/31/2024 |
RPg Family Wealth Advisory LLC | 12,580 | $3,173 | 12/31/2023 |
IWO | 12,580 | $3,173 | 12/31/2023 |
Regions Financial Corp | 11,676 | $3,162 | 03/31/2024 |
IWO | 11,676 | $3,162 | 03/31/2024 |
Parkside Financial Bank & Trust | 12,341 | $3,113 | 12/31/2023 |
IWO | 12,341 | $3,113 | 12/31/2023 |
UBS Asset Management Americas Inc. | 12,300 | $3,102 | 12/31/2023 |
IWO | 12,300 | $3,102 | 12/31/2023 |
Echo45 Advisors LLC | 11,164 | $3,023 | 03/31/2024 |
IWO | 11,164 | $3,023 | 03/31/2024 |
Meeder Asset Management Inc. | 11,898 | $3,001 | 12/31/2023 |
IWO | 11,898 | $3,001 | 12/31/2023 |
LGL Partners LLC | 11,771 | $2,969 | 12/31/2023 |
IWO | 11,771 | $2,969 | 12/31/2023 |
Investment Partners LTD. | 10,932 | $2,960 | 03/31/2024 |
IWO | 10,932 | $2,960 | 03/31/2024 |
Northern Oak Wealth Management Inc. | 11,734 | $2,960 | 12/31/2023 |
IWO | 11,734 | $2,960 | 12/31/2023 |
AdvisorNet Financial Inc | 10,917 | $2,956 | 03/31/2024 |
IWO | 10,917 | $2,956 | 03/31/2024 |
Jane Street Group LLC | 11,718 | $2,956 | 12/31/2023 |
IWO | 11,718 | $2,956 | 12/31/2023 |
Zions Bancorporation N.A. | 11,685 | $2,947 | 12/31/2023 |
IWO | 11,685 | $2,947 | 12/31/2023 |
Moody Lynn & Lieberson LLC | 10,799 | $2,924 | 03/31/2024 |
IWO | 10,799 | $2,924 | 03/31/2024 |
St. Louis Trust Co | 11,449 | $2,888 | 12/31/2023 |
IWO | 11,449 | $2,888 | 12/31/2023 |
Atlas Brown Inc. | 10,625 | $2,877 | 03/31/2024 |
IWO | 10,625 | $2,877 | 03/31/2024 |
Stratos Wealth Partners LTD. | 10,601 | $2,871 | 03/31/2024 |
IWO | 10,601 | $2,871 | 03/31/2024 |
First Commonwealth Financial Corp PA | 11,038 | $2,784 | 12/31/2023 |
IWO | 11,038 | $2,784 | 12/31/2023 |
Tompkins Financial Corp | 10,222 | $2,768 | 03/31/2024 |
IWO | 10,222 | $2,768 | 03/31/2024 |
Sonata Capital Group Inc. | 10,441 | $2,634 | 12/31/2023 |
IWO | 10,441 | $2,634 | 12/31/2023 |
MY Purposeful Wealth CORP. | 10,443 | $2,634 | 12/31/2023 |
IWO | 10,443 | $2,634 | 12/31/2023 |
Brighton Jones LLC | 10,365 | $2,614 | 12/31/2023 |
IWO | 10,365 | $2,614 | 12/31/2023 |
Nicholas Investment Partners LP | 10,169 | $2,565 | 12/31/2023 |
IWO | 10,169 | $2,565 | 12/31/2023 |
Fifth Third Securities Inc. | 9,395 | $2,544 | 03/31/2024 |
IWO | 9,395 | $2,544 | 03/31/2024 |
Relyea Zuckerberg Hanson LLC | 9,232 | $2,500 | 03/31/2024 |
IWO | 9,232 | $2,500 | 03/31/2024 |
Neuberger Berman Group LLC | 9,884 | $2,493 | 12/31/2023 |
IWO | 9,884 | $2,493 | 12/31/2023 |
Bare Financial Services Inc | 9,541 | $2,406 | 12/31/2023 |
IWO | 9,541 | $2,406 | 12/31/2023 |
DHJJ Financial Advisors Ltd. | 8,859 | $2,399 | 03/31/2024 |
IWO | 8,859 | $2,399 | 03/31/2024 |
Apollon Wealth Management LLC | 9,498 | $2,396 | 12/31/2023 |
IWO | 9,498 | $2,396 | 12/31/2023 |
Huntington National Bank | 9,337 | $2,355 | 12/31/2023 |
IWO | 9,337 | $2,355 | 12/31/2023 |
Vance Wealth Inc. | 9,324 | $2,352 | 12/31/2023 |
IWO | 9,324 | $2,352 | 12/31/2023 |
Redwood Investments LLC | 9,175 | $2,326 | 12/31/2023 |
IWO | 9,175 | $2,326 | 12/31/2023 |
Somerset Group LLC | 9,205 | $2,322 | 12/31/2023 |
IWO | 9,205 | $2,322 | 12/31/2023 |
Bartlett & Co. LLC | 9,051 | $2,320 | 12/31/2023 |
IWO | 9,051 | $2,320 | 12/31/2023 |
Bartlett & CO. Wealth Management LLC | 9,051 | $2,320 | 12/31/2023 |
IWO | 9,051 | $2,320 | 12/31/2023 |
Alera Investment Advisors LLC | 9,145 | $2,307 | 12/31/2023 |
IWO | 9,145 | $2,307 | 12/31/2023 |
Institute for Wealth Management LLC. | 9,039 | $2,280 | 12/31/2023 |
IWO | 9,039 | $2,280 | 12/31/2023 |
Taylor Cottrill Erickson & Associates Inc. | 8,831 | $2,227 | 12/31/2023 |
IWO | 8,831 | $2,227 | 12/31/2023 |
Fuller & Thaler Asset Management Inc. | 8,805 | $2,221 | 12/31/2023 |
IWO | 8,805 | $2,221 | 12/31/2023 |
Private Advisor Group LLC | 8,806 | $2,221 | 12/31/2023 |
IWO | 8,806 | $2,221 | 12/31/2023 |
Custom Index Systems LLC | 8,774 | $2,213 | 12/31/2023 |
IWO | 8,774 | $2,213 | 12/31/2023 |
Vanguard Group Inc. | 8,766 | $2,211 | 12/31/2023 |
IWO | 8,766 | $2,211 | 12/31/2023 |
Beacon Pointe Advisors LLC | 8,540 | $2,154 | 12/31/2023 |
IWO | 8,540 | $2,154 | 12/31/2023 |
Snowden Capital Advisors LLC | 8,542 | $2,154 | 12/31/2023 |
IWO | 8,542 | $2,154 | 12/31/2023 |
Park Avenue Securities LLC | 7,910 | $2,142 | 03/31/2024 |
IWO | 7,910 | $2,142 | 03/31/2024 |
Rehmann Capital Advisory Group | 8,486 | $2,141 | 12/31/2023 |
IWO | 8,486 | $2,141 | 12/31/2023 |
StrategIQ Financial Group LLC | 8,445 | $2,130 | 12/31/2023 |
IWO | 8,445 | $2,130 | 12/31/2023 |
FMA Wealth Management LLC | 8,248 | $2,086 | 12/31/2023 |
IWO | 8,248 | $2,086 | 12/31/2023 |
Visionary Wealth Advisors | 8,222 | $2,074 | 12/31/2023 |
IWO | 8,222 | $2,074 | 12/31/2023 |
GW&K Investment Management LLC | 8,188 | $2,065 | 12/31/2023 |
IWO | 8,188 | $2,065 | 12/31/2023 |
Chemung Canal Trust Co. | 7,609 | $2,061 | 03/31/2024 |
IWO | 7,609 | $2,061 | 03/31/2024 |
United Capital Financial Advisers LLC | 8,072 | $2,036 | 12/31/2023 |
IWO | 8,072 | $2,036 | 12/31/2023 |
Dorsey & Whitney Trust CO LLC | 8,020 | $2,023 | 12/31/2023 |
IWO | 8,020 | $2,023 | 12/31/2023 |
Thrivent Financial for Lutherans | 7,910 | $1,995 | 12/31/2023 |
IWO | 7,910 | $1,995 | 12/31/2023 |
Verus Capital Partners LLC | 7,778 | $1,962 | 12/31/2023 |
IWO | 7,778 | $1,962 | 12/31/2023 |
Flow Traders U.S. LLC | 7,733 | $1,950 | 12/31/2023 |
IWO | 7,733 | $1,950 | 12/31/2023 |
Fifth Third Wealth Advisors LLC | 7,080 | $1,917 | 03/31/2024 |
IWO | 7,080 | $1,917 | 03/31/2024 |
Geneos Wealth Management Inc. | 7,580 | $1,912 | 12/31/2023 |
IWO | 7,580 | $1,912 | 12/31/2023 |
UMB Bank N A MO | 7,025 | $1,902 | 03/31/2024 |
IWO | 7,025 | $1,902 | 03/31/2024 |
Washington Trust Bank | 7,506 | $1,893 | 12/31/2023 |
IWO | 7,506 | $1,893 | 12/31/2023 |
Cornerstone Wealth Advisors Inc. | 6,959 | $1,885 | 03/31/2024 |
IWO | 6,959 | $1,885 | 03/31/2024 |
Opal Wealth Advisors LLC | 6,842 | $1,853 | 03/31/2024 |
IWO | 6,842 | $1,853 | 03/31/2024 |
Wealthfront Advisers LLC | 6,799 | $1,841 | 03/31/2024 |
IWO | 6,799 | $1,841 | 03/31/2024 |
jvl associates llc | 6,750 | $1,828 | 03/31/2024 |
IWO | 6,750 | $1,828 | 03/31/2024 |
Buckingham Strategic Wealth LLC | 7,144 | $1,802 | 12/31/2023 |
IWO | 7,144 | $1,802 | 12/31/2023 |
Summit Financial LLC | 6,618 | $1,792 | 03/31/2024 |
IWO | 6,618 | $1,792 | 03/31/2024 |
Widmann Financial Services Inc. | 7,088 | $1,788 | 12/31/2023 |
IWO | 7,088 | $1,788 | 12/31/2023 |
Marshall Financial Group Inc. ADV | 7,079 | $1,786 | 12/31/2023 |
IWO | 7,079 | $1,786 | 12/31/2023 |
Prospera Financial Services Inc | 6,923 | $1,746 | 12/31/2023 |
IWO | 6,923 | $1,746 | 12/31/2023 |
Riverbridge Partners LLC | 6,404 | $1,734 | 03/31/2024 |
IWO | 6,404 | $1,734 | 03/31/2024 |
Ironwood Financial llc | 6,349 | $1,719 | 03/31/2024 |
IWO | 6,349 | $1,719 | 03/31/2024 |
Carnegie Capital Asset Management LLC | 6,816 | $1,719 | 12/31/2023 |
IWO | 6,816 | $1,719 | 12/31/2023 |
Luts & Greenleigh Group Inc. | 6,797 | $1,714 | 12/31/2023 |
IWO | 6,797 | $1,714 | 12/31/2023 |
FineMark National Bank & Trust | 6,750 | $1,702 | 12/31/2023 |
IWO | 6,750 | $1,702 | 12/31/2023 |
Connecticut Wealth Management LLC | 6,735 | $1,699 | 12/31/2023 |
IWO | 6,735 | $1,699 | 12/31/2023 |
Balyasny Asset Management LLC | 6,646 | $1,676 | 12/31/2023 |
IWO | 6,646 | $1,676 | 12/31/2023 |
Cutler Group LP | $1,669 | 03/31/2024 | |
IWO | 6,153 | $1,666 | 03/31/2024 |
Call | 100 | $3 | 03/31/2024 |
McKinley Carter Wealth Services Inc. | 6,142 | $1,663 | 03/31/2024 |
IWO | 6,142 | $1,663 | 03/31/2024 |
Wealthcare Advisory Partners LLC | 6,129 | $1,660 | 03/31/2024 |
IWO | 6,129 | $1,660 | 03/31/2024 |
Dakota Wealth Management | 6,114 | $1,656 | 03/31/2024 |
IWO | 6,114 | $1,656 | 03/31/2024 |
Meridian Wealth Management LLC | 6,104 | $1,653 | 03/31/2024 |
IWO | 6,104 | $1,653 | 03/31/2024 |
Price T Rowe Associates Inc. MD | 6,519 | $1,645 | 12/31/2023 |
IWO | 6,519 | $1,645 | 12/31/2023 |
Highland Capital Management LLC | 6,494 | $1,638 | 12/31/2023 |
IWO | 6,494 | $1,638 | 12/31/2023 |
Trust Point Inc. | 6,028 | $1,632 | 03/31/2024 |
IWO | 6,028 | $1,632 | 03/31/2024 |
Oppenheimer Asset Management Inc. | 6,453 | $1,628 | 12/31/2023 |
IWO | 6,453 | $1,628 | 12/31/2023 |
We Are One Seven LLC | 6,339 | $1,599 | 12/31/2023 |
IWO | 6,339 | $1,599 | 12/31/2023 |
Legacy Bridge LLC | 5,900 | $1,598 | 03/31/2024 |
IWO | 5,900 | $1,598 | 03/31/2024 |
McAdam LLC | 5,819 | $1,576 | 03/31/2024 |
IWO | 5,819 | $1,576 | 03/31/2024 |
Change Path LLC | 6,118 | $1,543 | 12/31/2023 |
IWO | 6,118 | $1,543 | 12/31/2023 |
Lincoln National Corp | 6,103 | $1,539 | 12/31/2023 |
IWO | 6,103 | $1,539 | 12/31/2023 |
Foundations Investment Advisors LLC | 6,182 | $1,539 | 12/31/2023 |
IWO | 6,182 | $1,539 | 12/31/2023 |
National Asset Management Inc. | 6,063 | $1,529 | 12/31/2023 |
IWO | 6,063 | $1,529 | 12/31/2023 |
Haverford Trust Co. | 6,011 | $1,516 | 12/31/2023 |
IWO | 6,011 | $1,516 | 12/31/2023 |
Total Wealth Planning LLC | 5,579 | $1,511 | 03/31/2024 |
IWO | 5,579 | $1,511 | 03/31/2024 |
Texas Yale Capital Corp. | 5,990 | $1,511 | 12/31/2023 |
IWO | 5,990 | $1,511 | 12/31/2023 |
First Light Asset Management LLC | 5,929 | $1,495 | 12/31/2023 |
IWO | 5,929 | $1,495 | 12/31/2023 |
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 5,991 | $1,485 | 03/31/2024 |
IWO | 5,991 | $1,485 | 03/31/2024 |
BTC Capital Management Inc. | 5,467 | $1,480 | 03/31/2024 |
IWO | 5,467 | $1,480 | 03/31/2024 |
Country Club Bank GFN | 5,456 | $1,477 | 03/31/2024 |
IWO | 5,456 | $1,477 | 03/31/2024 |
Eukles Asset Management | 5,848 | $1,475 | 12/31/2023 |
IWO | 5,848 | $1,475 | 12/31/2023 |
J.W. Cole Advisors Inc. | 5,826 | $1,469 | 12/31/2023 |
IWO | 5,826 | $1,469 | 12/31/2023 |
Shakespeare Wealth Management Inc. | 5,787 | $1,460 | 12/31/2023 |
IWO | 5,787 | $1,460 | 12/31/2023 |
Ieq Capital LLC | 5,755 | $1,452 | 12/31/2023 |
IWO | 5,755 | $1,452 | 12/31/2023 |
JMG Financial Group Ltd. | 5,744 | $1,449 | 12/31/2023 |
IWO | 5,744 | $1,449 | 12/31/2023 |
Cobblestone Capital Advisors LLC NY | 5,697 | $1,437 | 12/31/2023 |
IWO | 5,697 | $1,437 | 12/31/2023 |
Principal Securities Inc. | 5,608 | $1,414 | 12/31/2023 |
IWO | 5,608 | $1,414 | 12/31/2023 |
MWA Asset Management | 5,557 | $1,402 | 12/31/2023 |
IWO | 5,557 | $1,402 | 12/31/2023 |
Valeo Financial Advisors LLC | 5,550 | $1,394 | 03/31/2024 |
IWO | 5,550 | $1,394 | 03/31/2024 |
Chatham Capital Group Inc. | 5,140 | $1,392 | 03/31/2024 |
IWO | 5,140 | $1,392 | 03/31/2024 |
Spire Wealth Management | 5,133 | $1,390 | 03/31/2024 |
IWO | 5,133 | $1,390 | 03/31/2024 |
Jefferies Financial Group Inc. | 5,484 | $1,383 | 12/31/2023 |
IWO | 5,484 | $1,383 | 12/31/2023 |
Affinity Capital Advisors LLC | 5,024 | $1,361 | 03/31/2024 |
IWO | 5,024 | $1,361 | 03/31/2024 |
Vawter Financial Ltd. | 5,307 | $1,338 | 12/31/2023 |
IWO | 5,307 | $1,338 | 12/31/2023 |
Pier 88 Investment Partners LLC | 5,300 | $1,337 | 12/31/2023 |
IWO | 5,300 | $1,337 | 12/31/2023 |
Jackson Grant Investment Advisers Inc. | 5,268 | $1,329 | 12/31/2023 |
IWO | 5,268 | $1,329 | 12/31/2023 |
Rice Hall James & Associates LLC | 4,891 | $1,324 | 03/31/2024 |
IWO | 4,891 | $1,324 | 03/31/2024 |
SilverOak Wealth Management LLC | 5,208 | $1,314 | 12/31/2023 |
IWO | 5,208 | $1,314 | 12/31/2023 |
Simplicity Wealth LLC | 4,844 | $1,312 | 03/31/2024 |
IWO | 4,844 | $1,312 | 03/31/2024 |
Jasper Ridge Partners L.P. | 5,145 | $1,298 | 12/31/2023 |
IWO | 5,145 | $1,298 | 12/31/2023 |
Kennicott Capital Management LLC | 4,703 | $1,273 | 03/31/2024 |
IWO | 4,703 | $1,273 | 03/31/2024 |
Lwmg LLC | 4,972 | $1,254 | 12/31/2023 |
IWO | 4,972 | $1,254 | 12/31/2023 |
GSB Wealth Management LLC | 4,954 | $1,250 | 12/31/2023 |
IWO | 4,954 | $1,250 | 12/31/2023 |
Lindbrook Capital LLC | 4,559 | $1,235 | 03/31/2024 |
IWO | 4,559 | $1,235 | 03/31/2024 |
Carlson Capital Management | 4,501 | $1,219 | 03/31/2024 |
IWO | 4,501 | $1,219 | 03/31/2024 |
Warren Averett Asset Management LLC | 4,813 | $1,214 | 12/31/2023 |
IWO | 4,813 | $1,214 | 12/31/2023 |
Appleton Partners Inc. MA | 4,475 | $1,212 | 03/31/2024 |
IWO | 4,475 | $1,212 | 03/31/2024 |
Sawtooth Solutions LLC | 4,802 | $1,211 | 12/31/2023 |
IWO | 4,802 | $1,211 | 12/31/2023 |
Bleakley Financial Group LLC | 4,802 | $1,211 | 12/31/2023 |
IWO | 4,802 | $1,211 | 12/31/2023 |
Wilbanks Smith & Thomas Asset Management LLC | 4,793 | $1,209 | 12/31/2023 |
IWO | 4,793 | $1,209 | 12/31/2023 |
TAP Consulting LLC | 4,462 | $1,208 | 03/31/2024 |
IWO | 4,462 | $1,208 | 03/31/2024 |
Bragg Financial Advisors Inc | 4,755 | $1,199 | 12/31/2023 |
IWO | 4,755 | $1,199 | 12/31/2023 |
Peapack Gladstone Financial Corp | 4,708 | $1,188 | 12/31/2023 |
IWO | 4,708 | $1,188 | 12/31/2023 |
Park Place Capital Corp | 4,385 | $1,187 | 03/31/2024 |
IWO | 4,385 | $1,187 | 03/31/2024 |
Atria Investments LLC | 4,626 | $1,167 | 12/31/2023 |
IWO | 4,626 | $1,167 | 12/31/2023 |
Boston Family Office LLC | 4,602 | $1,161 | 12/31/2023 |
IWO | 4,602 | $1,161 | 12/31/2023 |
Mather Group LLC. | 4,595 | $1,159 | 03/31/2024 |
IWO | 4,595 | $1,159 | 03/31/2024 |
Midland Wealth Advisors LLC | 4,478 | $1,129 | 12/31/2023 |
IWO | 4,478 | $1,129 | 12/31/2023 |
Allworth Financial LP | 4,157 | $1,126 | 03/31/2024 |
IWO | 4,157 | $1,126 | 03/31/2024 |
AFT Forsyth & Company Inc. | 4,407 | $1,111 | 12/31/2023 |
IWO | 4,407 | $1,111 | 12/31/2023 |
Ratio Wealth Group | 4,388 | $1,107 | 12/31/2023 |
IWO | 4,388 | $1,107 | 12/31/2023 |
Brookstone Capital Management | 4,081 | $1,105 | 03/31/2024 |
IWO | 4,081 | $1,105 | 03/31/2024 |
Insight 2811 Inc. | 4,352 | $1,098 | 12/31/2023 |
IWO | 4,352 | $1,098 | 12/31/2023 |
Lane & Associates LLC | 4,009 | $1,086 | 03/31/2024 |
IWO | 4,009 | $1,086 | 03/31/2024 |
Integrated Advisors Network LLC | 4,294 | $1,083 | 12/31/2023 |
IWO | 4,294 | $1,083 | 12/31/2023 |
Townsquare Capital LLC | 4,210 | $1,062 | 12/31/2023 |
IWO | 4,210 | $1,062 | 12/31/2023 |
Fulton Breakefield Broenniman LLC | 4,193 | $1,057 | 12/31/2023 |
IWO | 4,193 | $1,057 | 12/31/2023 |
Tranquility Partners LLC | 4,178 | $1,054 | 12/31/2023 |
IWO | 4,178 | $1,054 | 12/31/2023 |
First Foundation Advisors | 4,171 | $1,052 | 12/31/2023 |
IWO | 4,171 | $1,052 | 12/31/2023 |
Renasant Bank | 4,155 | $1,048 | 12/31/2023 |
IWO | 4,155 | $1,048 | 12/31/2023 |
True North Advisors LLC | 3,832 | $1,038 | 03/31/2024 |
IWO | 3,832 | $1,038 | 03/31/2024 |
Kingsview Wealth Management LLC | 4,113 | $1,037 | 12/31/2023 |
IWO | 4,113 | $1,037 | 12/31/2023 |
Diversified Trust Co | 3,818 | $1,034 | 03/31/2024 |
IWO | 3,818 | $1,034 | 03/31/2024 |
Avenue 1 Advisors LLC | 3,809 | $1,032 | 03/31/2024 |
IWO | 3,809 | $1,032 | 03/31/2024 |
Prosperity Planning Inc. | 3,726 | $1,009 | 03/31/2024 |
IWO | 3,726 | $1,009 | 03/31/2024 |
Hoxton Planning & Management LLC | 3,710 | $1,005 | 03/31/2024 |
IWO | 3,710 | $1,005 | 03/31/2024 |
Colony Group LLC | 3,947 | $996 | 12/31/2023 |
IWO | 3,947 | $996 | 12/31/2023 |
Glass Jacobson Investment Advisors llc | 3,665 | $992 | 03/31/2024 |
IWO | 3,665 | $992 | 03/31/2024 |
NBT Bank N A NY | 3,661 | $991 | 03/31/2024 |
IWO | 3,661 | $991 | 03/31/2024 |
Waycross Investment Management Co | 3,632 | $984 | 03/31/2024 |
IWO | 3,632 | $984 | 03/31/2024 |
Symmetry Investments LP | 3,900 | $984 | 12/31/2023 |
IWO | 3,900 | $984 | 12/31/2023 |
Focus Financial Network Inc. ADV | 3,841 | $969 | 12/31/2023 |
IWO | 3,841 | $969 | 12/31/2023 |
Townsend Asset Management Corp NC ADV | 3,817 | $963 | 12/31/2023 |
IWO | 3,817 | $963 | 12/31/2023 |
Citizens Financial Group Inc RI | 3,727 | $940 | 12/31/2023 |
IWO | 3,727 | $940 | 12/31/2023 |
Lido Advisors LLC | $937 | 12/31/2023 | |
IWO | 4,814 | $1,214 | 12/31/2023 |
Put | 1,100 | $277 | 12/31/2023 |
Chicago Capital LLC | 3,435 | $930 | 03/31/2024 |
IWO | 3,435 | $930 | 03/31/2024 |
JNB Advisors LLC | 3,642 | $919 | 12/31/2023 |
IWO | 3,642 | $919 | 12/31/2023 |
Freestone Capital Holdings LLC | 3,633 | $916 | 12/31/2023 |
IWO | 3,633 | $916 | 12/31/2023 |
Wesbanco Bank Inc. | 3,365 | $911 | 03/31/2024 |
IWO | 3,365 | $911 | 03/31/2024 |
Allspring Global Investments Holdings LLC | 3,328 | $901 | 03/31/2024 |
IWO | 3,328 | $901 | 03/31/2024 |
Stordahl Capital Management Inc. | 3,325 | $900 | 03/31/2024 |
IWO | 3,325 | $900 | 03/31/2024 |
Glenview Trust Co | 3,526 | $889 | 12/31/2023 |
IWO | 3,526 | $889 | 12/31/2023 |
Ground Swell Capital LLC | 3,521 | $888 | 12/31/2023 |
IWO | 3,521 | $888 | 12/31/2023 |
Integrated Wealth Concepts LLC | 3,504 | $884 | 12/31/2023 |
IWO | 3,504 | $884 | 12/31/2023 |
Disciplined Investments LLC | 3,249 | $880 | 03/31/2024 |
IWO | 3,249 | $880 | 03/31/2024 |
Crestwood Advisors Group LLC | 3,479 | $878 | 12/31/2023 |
IWO | 3,479 | $878 | 12/31/2023 |
BancorpSouth Bank | 3,477 | $877 | 12/31/2023 |
IWO | 3,477 | $877 | 12/31/2023 |
SOA Wealth Advisors LLC. | 3,210 | $869 | 03/31/2024 |
IWO | 3,210 | $869 | 03/31/2024 |
Riversedge Advisors LLC | 3,433 | $866 | 12/31/2023 |
IWO | 3,433 | $866 | 12/31/2023 |
Betterment LLC | 3,425 | $864 | 12/31/2023 |
IWO | 3,425 | $864 | 12/31/2023 |
Triumph Capital Management | 3,212 | $863 | 03/31/2024 |
IWO | 3,212 | $863 | 03/31/2024 |
Keudell Morrison Wealth Management | 3,399 | $857 | 12/31/2023 |
IWO | 3,399 | $857 | 12/31/2023 |
First National Bank Sioux Falls | 3,159 | $855 | 03/31/2024 |
IWO | 3,159 | $855 | 03/31/2024 |
Bell Bank | 3,109 | $842 | 03/31/2024 |
IWO | 3,109 | $842 | 03/31/2024 |
Ironwood Investment Counsel LLC | 3,301 | $833 | 12/31/2023 |
IWO | 3,301 | $833 | 12/31/2023 |
HBK Sorce Advisory LLC | 3,299 | $832 | 12/31/2023 |
IWO | 3,299 | $832 | 12/31/2023 |
Garde Capital Inc. | 3,296 | $831 | 12/31/2023 |
IWO | 3,296 | $831 | 12/31/2023 |
Exencial Wealth Advisors LLC | 3,271 | $825 | 12/31/2023 |
IWO | 3,271 | $825 | 12/31/2023 |
Two Sigma Securities LLC | $823 | 12/31/2023 | |
Call | 3,000 | $757 | 12/31/2023 |
IWO | 1,064 | $268 | 12/31/2023 |
Put | 800 | $202 | 12/31/2023 |
Stonebridge Financial Planning Group LLC | 3,260 | $822 | 12/31/2023 |
IWO | 3,260 | $822 | 12/31/2023 |
Aspiriant LLC | 3,004 | $813 | 03/31/2024 |
IWO | 3,004 | $813 | 03/31/2024 |
GFS Advisors LLC | 3,000 | $812 | 03/31/2024 |
IWO | 3,000 | $812 | 03/31/2024 |
NBC Securities Inc. | 2,992 | $811 | 03/31/2024 |
IWO | 2,992 | $811 | 03/31/2024 |
Prelude Capital Management LLC | 3,200 | $807 | 12/31/2023 |
IWO | 3,200 | $807 | 12/31/2023 |
Davidson Trust Co. | 3,170 | $800 | 12/31/2023 |
IWO | 3,170 | $800 | 12/31/2023 |
Acima Private Wealth LLC | 3,170 | $800 | 12/31/2023 |
IWO | 3,170 | $800 | 12/31/2023 |
Dravo Bay LLC | 3,164 | $798 | 12/31/2023 |
IWO | 3,164 | $798 | 12/31/2023 |
Lake Street Financial LLC | 2,937 | $795 | 03/31/2024 |
IWO | 2,937 | $795 | 03/31/2024 |
First Business Financial Services Inc. | 3,132 | $790 | 12/31/2023 |
IWO | 3,132 | $790 | 12/31/2023 |
West Coast Financial LLC | 2,886 | $782 | 03/31/2024 |
IWO | 2,886 | $782 | 03/31/2024 |
IHT Wealth Management LLC | 3,099 | $782 | 12/31/2023 |
IWO | 3,099 | $782 | 12/31/2023 |
Cambridge Trust Co. | 3,097 | $781 | 12/31/2023 |
IWO | 3,097 | $781 | 12/31/2023 |
Integrity Wealth Solutions LLC | 2,882 | $780 | 03/31/2024 |
IWO | 2,882 | $780 | 03/31/2024 |
Cornerstone Wealth Management LLC | 2,869 | $777 | 03/31/2024 |
IWO | 2,869 | $777 | 03/31/2024 |
Inspirion Wealth Advisors LLC | 2,821 | $764 | 03/31/2024 |
IWO | 2,821 | $764 | 03/31/2024 |
Intergy Private Wealth LLC | 2,819 | $763 | 03/31/2024 |
IWO | 2,819 | $763 | 03/31/2024 |
Alesco Advisors LLC | 3,000 | $757 | 12/31/2023 |
IWO | 3,000 | $757 | 12/31/2023 |
CI Investments Inc. | 2,996 | $756 | 12/31/2023 |
IWO | 2,996 | $756 | 12/31/2023 |
Girard Partners LTD. | 2,980 | $752 | 12/31/2023 |
IWO | 2,980 | $752 | 12/31/2023 |
Regal Wealth Group Inc. | 3,084 | $749 | 12/31/2023 |
IWO | 3,084 | $749 | 12/31/2023 |
Clearstead Advisors LLC | 2,961 | $747 | 12/31/2023 |
IWO | 2,961 | $747 | 12/31/2023 |
Clear Creek Financial Management LLC | 2,753 | $746 | 03/31/2024 |
IWO | 2,753 | $746 | 03/31/2024 |
Financial Advisory Service Inc. | 2,941 | $742 | 12/31/2023 |
IWO | 2,941 | $742 | 12/31/2023 |
Legacy Trust | 2,732 | $740 | 03/31/2024 |
IWO | 2,732 | $740 | 03/31/2024 |
SkyOak Wealth LLC | 2,908 | $733 | 12/31/2023 |
IWO | 2,908 | $733 | 12/31/2023 |
Strategic Financial Concepts LLC | 2,686 | $727 | 03/31/2024 |
IWO | 2,686 | $727 | 03/31/2024 |
Guidance Point Advisors LLC | 2,868 | $725 | 12/31/2023 |
IWO | 2,868 | $725 | 12/31/2023 |
GHP Investment Advisors Inc. | 2,655 | $719 | 03/31/2024 |
IWO | 2,655 | $719 | 03/31/2024 |
First Western Trust Bank | 2,789 | $704 | 12/31/2023 |
IWO | 2,789 | $704 | 12/31/2023 |
JFS Wealth Advisors LLC | 2,793 | $704 | 12/31/2023 |
IWO | 2,793 | $704 | 12/31/2023 |
Mesirow Financial Investment Management Inc. | 2,580 | $698 | 03/31/2024 |
IWO | 2,580 | $698 | 03/31/2024 |
Wetherby Asset Management Inc. | 2,764 | $697 | 12/31/2023 |
IWO | 2,764 | $697 | 12/31/2023 |
Evercore Wealth Management LLC | 2,751 | $694 | 12/31/2023 |
IWO | 2,751 | $694 | 12/31/2023 |
Cypress Capital Group | 2,745 | $692 | 12/31/2023 |
IWO | 2,745 | $692 | 12/31/2023 |
Strategies Wealth Advisors LLC | 2,547 | $690 | 03/31/2024 |
IWO | 2,547 | $690 | 03/31/2024 |
Capital Analysts LLC | 2,731 | $689 | 12/31/2023 |
IWO | 2,731 | $689 | 12/31/2023 |
Perfromance Wealth Partners LLC | 2,698 | $680 | 12/31/2023 |
IWO | 2,698 | $680 | 12/31/2023 |
Intrepid Financial Planning Group LLC | 2,668 | $673 | 12/31/2023 |
IWO | 2,668 | $673 | 12/31/2023 |
Allegheny Financial Group LTD | 2,656 | $670 | 12/31/2023 |
IWO | 2,656 | $670 | 12/31/2023 |
Grayhawk Investment Strategies Inc. | 2,644 | $667 | 12/31/2023 |
IWO | 2,644 | $667 | 12/31/2023 |
FinTrust Capital Advisors LLC | 2,636 | $665 | 12/31/2023 |
IWO | 2,636 | $665 | 12/31/2023 |
Fulton Bank N.A. | 2,441 | $661 | 03/31/2024 |
IWO | 2,441 | $661 | 03/31/2024 |
Bedel Financial Consulting Inc. | 2,617 | $660 | 12/31/2023 |
IWO | 2,617 | $660 | 12/31/2023 |
Wealthsource Partners LLC | 2,614 | $659 | 12/31/2023 |
IWO | 2,614 | $659 | 12/31/2023 |
Accredited Investors Inc. | 2,606 | $657 | 12/31/2023 |
IWO | 2,606 | $657 | 12/31/2023 |
Bensler LLC | 2,597 | $655 | 12/31/2023 |
IWO | 2,597 | $655 | 12/31/2023 |
Gables Capital Management Inc. | 2,575 | $649 | 12/31/2023 |
IWO | 2,575 | $649 | 12/31/2023 |
Focus Financial Network Inc. | 2,622 | $648 | 03/31/2024 |
IWO | 2,622 | $648 | 03/31/2024 |
Hollencrest Capital Management | 2,566 | $647 | 12/31/2023 |
IWO | 2,566 | $647 | 12/31/2023 |
O Shaughnessy Asset Management LLC | 2,561 | $646 | 12/31/2023 |
IWO | 2,561 | $646 | 12/31/2023 |
Newton One Investments LLC | 2,380 | $644 | 03/31/2024 |
IWO | 2,380 | $644 | 03/31/2024 |
Cahaba Wealth Management Inc. | 2,368 | $641 | 03/31/2024 |
IWO | 2,368 | $641 | 03/31/2024 |
Bradley Foster & Sargent Inc. CT | 2,543 | $641 | 12/31/2023 |
IWO | 2,543 | $641 | 12/31/2023 |
Palisades Hudson Asset Management L.P. | 2,539 | $640 | 12/31/2023 |
IWO | 2,539 | $640 | 12/31/2023 |
Navis Wealth Advisors LLC | 2,535 | $639 | 12/31/2023 |
IWO | 2,535 | $639 | 12/31/2023 |
Ausdal Financial Partners Inc. | 2,349 | $636 | 03/31/2024 |
IWO | 2,349 | $636 | 03/31/2024 |
Capital Group Private Client Services Inc. | 2,506 | $632 | 12/31/2023 |
IWO | 2,506 | $632 | 12/31/2023 |
Garrison Point Advisors LLC | 2,492 | $629 | 12/31/2023 |
IWO | 2,492 | $629 | 12/31/2023 |
LS Investment Advisors LLC | 2,475 | $624 | 12/31/2023 |
IWO | 2,475 | $624 | 12/31/2023 |
Ashton Thomas Private Wealth LLC | 2,282 | $618 | 03/31/2024 |
IWO | 2,282 | $618 | 03/31/2024 |
DF Dent & Co. Inc. | 2,442 | $616 | 12/31/2023 |
IWO | 2,442 | $616 | 12/31/2023 |
Private Portfolio Partners LLC | 2,430 | $613 | 12/31/2023 |
IWO | 2,430 | $613 | 12/31/2023 |
First National Bank | 2,260 | $612 | 03/31/2024 |
IWO | 2,260 | $612 | 03/31/2024 |
ARK & TLK Investments LLC | 2,422 | $611 | 12/31/2023 |
IWO | 2,422 | $611 | 12/31/2023 |
Consilium Wealth Advisory LLC | 2,416 | $609 | 12/31/2023 |
IWO | 2,416 | $609 | 12/31/2023 |
Elgethun Capital Management | 2,374 | $599 | 12/31/2023 |
IWO | 2,374 | $599 | 12/31/2023 |
FC Advisory LLC | 2,190 | $593 | 03/31/2024 |
IWO | 2,190 | $593 | 03/31/2024 |
Perigon Wealth Management LLC | 2,341 | $590 | 12/31/2023 |
IWO | 2,341 | $590 | 12/31/2023 |
Murphy Middleton Hinkle & Parker Inc. | 2,174 | $589 | 03/31/2024 |
IWO | 2,174 | $589 | 03/31/2024 |
Pinnacle Financial Partners Inc. | 2,322 | $586 | 12/31/2023 |
IWO | 2,322 | $586 | 12/31/2023 |
Sound View Wealth Advisors Group LLC | 2,306 | $582 | 12/31/2023 |
IWO | 2,306 | $582 | 12/31/2023 |
Chartist Inc. CA | 2,292 | $578 | 12/31/2023 |
IWO | 2,292 | $578 | 12/31/2023 |
Sepio Capital LP | 2,287 | $577 | 12/31/2023 |
IWO | 2,287 | $577 | 12/31/2023 |
Hardy Reed LLC | 2,256 | $569 | 12/31/2023 |
IWO | 2,256 | $569 | 12/31/2023 |
Harbour Investments Inc. | 2,252 | $568 | 12/31/2023 |
IWO | 2,252 | $568 | 12/31/2023 |
Etfidea LLC | 2,247 | $567 | 12/31/2023 |
IWO | 2,247 | $567 | 12/31/2023 |
Kowal Investment Group LLC | 2,081 | $564 | 03/31/2024 |
IWO | 2,081 | $564 | 03/31/2024 |
AMI Asset Management Corp | 2,061 | $558 | 03/31/2024 |
IWO | 2,061 | $558 | 03/31/2024 |
Advisory Services Network LLC | 2,203 | $556 | 12/31/2023 |
IWO | 2,203 | $556 | 12/31/2023 |
Transatlantique Private Wealth LLC | 2,200 | $555 | 12/31/2023 |
IWO | 2,200 | $555 | 12/31/2023 |
ORG Partners LLC | 2,195 | $554 | 12/31/2023 |
IWO | 2,195 | $554 | 12/31/2023 |
HM Payson & Co. | 2,172 | $548 | 12/31/2023 |
IWO | 2,172 | $548 | 12/31/2023 |
Plancorp LLC | 2,121 | $535 | 12/31/2023 |
IWO | 2,121 | $535 | 12/31/2023 |
Financial Advocates Investment Management | 2,116 | $534 | 12/31/2023 |
IWO | 2,116 | $534 | 12/31/2023 |
Forum Financial Management LP | 2,117 | $534 | 12/31/2023 |
IWO | 2,117 | $534 | 12/31/2023 |
First Citizens Bank & Trust Co. | 1,970 | $533 | 03/31/2024 |
IWO | 1,970 | $533 | 03/31/2024 |
Morris Financial Concepts Inc. | 1,957 | $530 | 03/31/2024 |
IWO | 1,957 | $530 | 03/31/2024 |
Brown Wealth Management LLC | 2,103 | $530 | 12/31/2023 |
IWO | 2,103 | $530 | 12/31/2023 |
Assetmark Inc. | 2,093 | $528 | 12/31/2023 |
IWO | 2,093 | $528 | 12/31/2023 |
Signaturefd LLC | 2,087 | $526 | 12/31/2023 |
IWO | 2,087 | $526 | 12/31/2023 |
NTV Asset Management LLC | 2,078 | $524 | 12/31/2023 |
IWO | 2,078 | $524 | 12/31/2023 |
Transform Wealth LLC | 1,915 | $519 | 03/31/2024 |
IWO | 1,915 | $519 | 03/31/2024 |
MJP Associates Inc. ADV | 1,883 | $510 | 03/31/2024 |
IWO | 1,883 | $510 | 03/31/2024 |
Armstrong Fleming & Moore Inc | 1,880 | $509 | 03/31/2024 |
IWO | 1,880 | $509 | 03/31/2024 |
ST Germain D J Co. Inc. | 1,875 | $508 | 03/31/2024 |
IWO | 1,875 | $508 | 03/31/2024 |
Dentgroup LLC | 1,874 | $508 | 03/31/2024 |
IWO | 1,874 | $508 | 03/31/2024 |
Advisor OS LLC | 2,015 | $508 | 12/31/2023 |
IWO | 2,015 | $508 | 12/31/2023 |
WealthPLAN Partners LLC | 2,001 | $505 | 12/31/2023 |
IWO | 2,001 | $505 | 12/31/2023 |
Prime Capital Investment Advisors LLC | 1,996 | $503 | 12/31/2023 |
IWO | 1,996 | $503 | 12/31/2023 |
Genesee Capital Advisors LLC | 1,840 | $498 | 03/31/2024 |
IWO | 1,840 | $498 | 03/31/2024 |
Gries Financial LLC | 1,961 | $494 | 12/31/2023 |
IWO | 1,961 | $494 | 12/31/2023 |
Orgel Wealth Management LLC | 1,822 | $493 | 03/31/2024 |
IWO | 1,822 | $493 | 03/31/2024 |
Cascade Wealth Advisors Inc | 1,898 | $485 | 03/31/2024 |
IWO | 1,898 | $485 | 03/31/2024 |
Palisade Asset Management LLC | 1,922 | $485 | 12/31/2023 |
IWO | 1,922 | $485 | 12/31/2023 |
Seelaus Asset Management LLC | 1,920 | $484 | 12/31/2023 |
IWO | 1,920 | $484 | 12/31/2023 |
Curtis Advisory Group LLC | 1,902 | $480 | 12/31/2023 |
IWO | 1,902 | $480 | 12/31/2023 |
Leisure Capital Management | 1,881 | $474 | 12/31/2023 |
IWO | 1,881 | $474 | 12/31/2023 |
Verdence Capital Advisors LLC | 1,747 | $473 | 03/31/2024 |
IWO | 1,747 | $473 | 03/31/2024 |
Sigma Planning Corp | 1,876 | $473 | 12/31/2023 |
IWO | 1,876 | $473 | 12/31/2023 |
Colonial Trust Co SC | 1,868 | $471 | 12/31/2023 |
IWO | 1,868 | $471 | 12/31/2023 |
Trifecta Capital Advisors LLC | 1,737 | $470 | 03/31/2024 |
IWO | 1,737 | $470 | 03/31/2024 |
Smithfield Trust Co. | 1,863 | $470 | 12/31/2023 |
IWO | 1,863 | $470 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 1,851 | $467 | 12/31/2023 |
IWO | 1,851 | $467 | 12/31/2023 |
DiMeo Schneider & Associates L.L.C. | 1,849 | $466 | 12/31/2023 |
IWO | 1,849 | $466 | 12/31/2023 |
Avaii Wealth Management LLC | 1,848 | $466 | 12/31/2023 |
IWO | 1,848 | $466 | 12/31/2023 |
Sunbelt Securities Inc. | 1,718 | $465 | 03/31/2024 |
IWO | 1,718 | $465 | 03/31/2024 |
Armor Investment Advisors LLC | 1,718 | $465 | 03/31/2024 |
IWO | 1,718 | $465 | 03/31/2024 |
Mason Investment Advisory Services Inc. | 1,836 | $463 | 12/31/2023 |
IWO | 1,836 | $463 | 12/31/2023 |
Cranbrook Wealth Management LLC | 1,705 | $462 | 03/31/2024 |
IWO | 1,705 | $462 | 03/31/2024 |
L.M. Kohn & Company | 1,689 | $457 | 03/31/2024 |
IWO | 1,689 | $457 | 03/31/2024 |
Chapin Davis Inc. | 1,685 | $456 | 03/31/2024 |
IWO | 1,685 | $456 | 03/31/2024 |
Granahan Investment Management Inc. MA | 1,803 | $455 | 12/31/2023 |
IWO | 1,803 | $455 | 12/31/2023 |
Bessemer Group Inc. | 1,774 | $447 | 12/31/2023 |
IWO | 1,774 | $447 | 12/31/2023 |
Arkadios Wealth Advisors | 1,769 | $446 | 12/31/2023 |
IWO | 1,769 | $446 | 12/31/2023 |
GLOBALT Investments LLC GA | 1,735 | $438 | 12/31/2023 |
IWO | 1,735 | $438 | 12/31/2023 |
Stegner Investment Associates Inc. | 1,616 | $437 | 03/31/2024 |
IWO | 1,616 | $437 | 03/31/2024 |
Lakeview Capital Partners LLC | 1,726 | $435 | 12/31/2023 |
IWO | 1,726 | $435 | 12/31/2023 |
Allen Investment Management LLC | 1,720 | $434 | 12/31/2023 |
IWO | 1,720 | $434 | 12/31/2023 |
Mitchell Sinkler & Starr PA | 1,716 | $433 | 12/31/2023 |
IWO | 1,716 | $433 | 12/31/2023 |
B.O.S.S. Retirement Advisors LLC | 1,718 | $433 | 12/31/2023 |
IWO | 1,718 | $433 | 12/31/2023 |
Cahill Financial Advisors Inc. | 1,695 | $428 | 12/31/2023 |
IWO | 1,695 | $428 | 12/31/2023 |
Athena Investment Management | 1,694 | $427 | 12/31/2023 |
IWO | 1,694 | $427 | 12/31/2023 |
Castle Wealth Management LLC | 1,693 | $427 | 12/31/2023 |
IWO | 1,693 | $427 | 12/31/2023 |
FourThought Financial Partners LLC | 1,690 | $426 | 12/31/2023 |
IWO | 1,690 | $426 | 12/31/2023 |
Jupiter Wealth Management LLC | 1,683 | $424 | 12/31/2023 |
IWO | 1,683 | $424 | 12/31/2023 |
Warner Financial Inc. | 1,557 | $422 | 03/31/2024 |
IWO | 1,557 | $422 | 03/31/2024 |
Platte River Wealth Advisors LLC | 1,555 | $421 | 03/31/2024 |
IWO | 1,555 | $421 | 03/31/2024 |
Investmark Advisory Group LLC | 1,670 | $421 | 12/31/2023 |
IWO | 1,670 | $421 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 1,669 | $421 | 12/31/2023 |
IWO | 1,669 | $421 | 12/31/2023 |
PFG Investments LLC | 1,550 | $420 | 03/31/2024 |
IWO | 1,550 | $420 | 03/31/2024 |
Harvest Fund Management Co. Ltd | 1,651 | $417 | 12/31/2023 |
IWO | 1,651 | $417 | 12/31/2023 |
Ameritas Advisory Services LLC | 1,601 | $417 | 12/31/2023 |
IWO | 1,601 | $417 | 12/31/2023 |
SlateStone Wealth LLC | 1,527 | $414 | 03/31/2024 |
IWO | 1,527 | $414 | 03/31/2024 |
Baker Avenue Asset Management LP | 1,629 | $411 | 12/31/2023 |
IWO | 1,629 | $411 | 12/31/2023 |
Linscomb & Williams Inc. | 1,615 | $407 | 12/31/2023 |
IWO | 1,615 | $407 | 12/31/2023 |
Legal & General Group Plc | 1,610 | $406 | 12/31/2023 |
IWO | 1,610 | $406 | 12/31/2023 |
Anderson Hoagland & Co. | 1,555 | $403 | 03/31/2024 |
IWO | 1,555 | $403 | 03/31/2024 |
High Falls Advisors Inc | 1,599 | $403 | 12/31/2023 |
IWO | 1,599 | $403 | 12/31/2023 |
International Assets Investment Management LLC | 1,484 | $399 | 03/31/2024 |
IWO | 1,484 | $399 | 03/31/2024 |
Nwam LLC | 1,581 | $399 | 12/31/2023 |
IWO | 1,581 | $399 | 12/31/2023 |
Patriot Investment Management Inc. | 1,470 | $398 | 03/31/2024 |
IWO | 1,470 | $398 | 03/31/2024 |
Clear Investment Research LLC | 1,560 | $394 | 12/31/2023 |
IWO | 1,560 | $394 | 12/31/2023 |
Quotient Wealth Partners LLC | 1,557 | $393 | 12/31/2023 |
IWO | 1,557 | $393 | 12/31/2023 |
Adirondack Trust Co. | 1,448 | $392 | 03/31/2024 |
IWO | 1,448 | $392 | 03/31/2024 |
Montag A & Associates Inc. | 1,555 | $392 | 12/31/2023 |
IWO | 1,555 | $392 | 12/31/2023 |
Mairs & Power Inc. | 1,547 | $390 | 12/31/2023 |
IWO | 1,547 | $390 | 12/31/2023 |
Proequities Inc. | 1,539 | $388 | 12/31/2023 |
IWO | 1,539 | $388 | 12/31/2023 |
IFP Advisors Inc | 1,529 | $386 | 12/31/2023 |
IWO | 1,529 | $386 | 12/31/2023 |
O Connor Financial Group LLC | 1,423 | $385 | 03/31/2024 |
IWO | 1,423 | $385 | 03/31/2024 |
McGuire Investment Group LLC | 1,418 | $384 | 03/31/2024 |
IWO | 1,418 | $384 | 03/31/2024 |
Thoroughbred Financial Services LLC | 1,499 | $378 | 12/31/2023 |
IWO | 1,499 | $378 | 12/31/2023 |
Laurel Wealth Advisors LLC | 1,499 | $378 | 12/31/2023 |
IWO | 1,499 | $378 | 12/31/2023 |
Diversified Portfolios Inc. | 1,493 | $377 | 12/31/2023 |
IWO | 1,493 | $377 | 12/31/2023 |
Quadcap Wealth Management LLC | 1,490 | $376 | 12/31/2023 |
IWO | 1,490 | $376 | 12/31/2023 |
Coastwise Capital Group LLC | 1,486 | $375 | 12/31/2023 |
IWO | 1,486 | $375 | 12/31/2023 |
Essex Investment Management Co. LLC | 1,482 | $374 | 12/31/2023 |
IWO | 1,482 | $374 | 12/31/2023 |
Joel Isaacson & Co. LLC | 1,481 | $374 | 12/31/2023 |
IWO | 1,481 | $374 | 12/31/2023 |
MidWestOne Financial Group Inc. | 1,479 | $373 | 12/31/2023 |
IWO | 1,479 | $373 | 12/31/2023 |
Mission Wealth Management LP | 1,476 | $372 | 12/31/2023 |
IWO | 1,476 | $372 | 12/31/2023 |
Scotia Capital Inc. | 1,471 | $371 | 12/31/2023 |
IWO | 1,471 | $371 | 12/31/2023 |
Legato Capital Management LLC | 1,367 | $370 | 03/31/2024 |
IWO | 1,367 | $370 | 03/31/2024 |
Sequoia Financial Advisors LLC | 1,466 | $370 | 12/31/2023 |
IWO | 1,466 | $370 | 12/31/2023 |
Berkshire Asset Management LLC PA | 1,462 | $369 | 12/31/2023 |
IWO | 1,462 | $369 | 12/31/2023 |
TBH Global Asset Management LLC | 1,460 | $368 | 12/31/2023 |
IWO | 1,460 | $368 | 12/31/2023 |
First Merchants Corp | 1,354 | $367 | 03/31/2024 |
IWO | 1,354 | $367 | 03/31/2024 |
Congress Asset Management Co. MA | 1,355 | $367 | 03/31/2024 |
IWO | 1,355 | $367 | 03/31/2024 |
Icon Wealth Advisors LLC | 1,455 | $367 | 12/31/2023 |
IWO | 1,455 | $367 | 12/31/2023 |
Bangor Savings Bank | 1,351 | $366 | 03/31/2024 |
IWO | 1,351 | $366 | 03/31/2024 |
Oxford Financial Group Ltd. | 1,453 | $366 | 12/31/2023 |
IWO | 1,453 | $366 | 12/31/2023 |
Smith Group Asset Management LLC | 1,450 | $366 | 12/31/2023 |
IWO | 1,450 | $366 | 12/31/2023 |
Westfield Capital Management Co. LP | 1,445 | $364 | 12/31/2023 |
IWO | 1,445 | $364 | 12/31/2023 |
Dfpg Investments LLC | 1,496 | $363 | 12/31/2023 |
IWO | 1,496 | $363 | 12/31/2023 |
Willner & Heller LLC | 1,436 | $362 | 12/31/2023 |
IWO | 1,436 | $362 | 12/31/2023 |
Private Trust Co. NA | 1,310 | $355 | 03/31/2024 |
IWO | 1,310 | $355 | 03/31/2024 |
Lion Street Advisors LLC | 1,407 | $355 | 03/31/2024 |
IWO | 1,407 | $355 | 03/31/2024 |
Family Firm Inc. | 1,409 | $355 | 12/31/2023 |
IWO | 1,409 | $355 | 12/31/2023 |
Epiq Partners LLC | 1,300 | $352 | 03/31/2024 |
IWO | 1,300 | $352 | 03/31/2024 |
Key Financial Inc | 1,394 | $352 | 12/31/2023 |
IWO | 1,394 | $352 | 12/31/2023 |
Gallagher Fiduciary Advisors LLC | 1,392 | $351 | 12/31/2023 |
IWO | 1,392 | $351 | 12/31/2023 |
Pegasus Asset Management Inc. | 1,386 | $350 | 12/31/2023 |
IWO | 1,386 | $350 | 12/31/2023 |
Consolidated Portfolio Review Corp | 1,387 | $350 | 12/31/2023 |
IWO | 1,387 | $350 | 12/31/2023 |
SageView Advisory Group LLC | 1,401 | $349 | 12/31/2023 |
IWO | 1,401 | $349 | 12/31/2023 |
PBMares Wealth Management LLC | 1,379 | $348 | 12/31/2023 |
IWO | 1,379 | $348 | 12/31/2023 |
Bluesphere Advisors LLC | 1,281 | $347 | 03/31/2024 |
IWO | 1,281 | $347 | 03/31/2024 |
Klingenstein Fields & Co. LP | 1,371 | $346 | 12/31/2023 |
IWO | 1,371 | $346 | 12/31/2023 |
Gladstone Institutional Advisory LLC | 1,367 | $345 | 12/31/2023 |
IWO | 1,367 | $345 | 12/31/2023 |
Bailard Inc. | 1,360 | $343 | 12/31/2023 |
IWO | 1,360 | $343 | 12/31/2023 |
Evoke Wealth LLC | 1,341 | $338 | 12/31/2023 |
IWO | 1,341 | $338 | 12/31/2023 |
Citizens National Bank Trust Department | 1,340 | $338 | 12/31/2023 |
IWO | 1,340 | $338 | 12/31/2023 |
Cardiff Park Advisors LLC | 1,342 | $338 | 12/31/2023 |
IWO | 1,342 | $338 | 12/31/2023 |
Brown Brothers Harriman & Co. | 1,330 | $335 | 12/31/2023 |
IWO | 1,330 | $335 | 12/31/2023 |
S&CO Inc. | 1,329 | $335 | 12/31/2023 |
IWO | 1,329 | $335 | 12/31/2023 |
Oder Investment Management LLC | 1,330 | $335 | 12/31/2023 |
IWO | 1,330 | $335 | 12/31/2023 |
NewEdge Wealth LLC | 1,328 | $335 | 12/31/2023 |
IWO | 1,328 | $335 | 12/31/2023 |
Paragon Capital Management Ltd | 1,231 | $333 | 03/31/2024 |
IWO | 1,231 | $333 | 03/31/2024 |
Roffman Miller Associates Inc. PA | 1,304 | $329 | 12/31/2023 |
IWO | 1,304 | $329 | 12/31/2023 |
Cynosure Management LLC | 1,303 | $329 | 12/31/2023 |
IWO | 1,303 | $329 | 12/31/2023 |
Sage Financial Group Inc. | 1,296 | $327 | 12/31/2023 |
IWO | 1,296 | $327 | 12/31/2023 |
Ingalls & Snyder LLC | 1,287 | $325 | 12/31/2023 |
IWO | 1,287 | $325 | 12/31/2023 |
Mutual Advisors LLC | 1,288 | $325 | 12/31/2023 |
IWO | 1,288 | $325 | 12/31/2023 |
Keystone Wealth Services LLC | 1,197 | $324 | 03/31/2024 |
IWO | 1,197 | $324 | 03/31/2024 |
Camden Capital LLC | 1,263 | $319 | 12/31/2023 |
IWO | 1,263 | $319 | 12/31/2023 |
Shilanski & Associates Inc. | 1,175 | $318 | 03/31/2024 |
IWO | 1,175 | $318 | 03/31/2024 |
Paladin Advisory Group LLC | 1,259 | $318 | 12/31/2023 |
IWO | 1,259 | $318 | 12/31/2023 |
Financial Guidance Group Inc. | 1,260 | $318 | 12/31/2023 |
IWO | 1,260 | $318 | 12/31/2023 |
Arete Wealth Advisors LLC | 1,254 | $316 | 12/31/2023 |
IWO | 1,254 | $316 | 12/31/2023 |
Mycio Wealth Partners LLC | 1,241 | $313 | 12/31/2023 |
IWO | 1,241 | $313 | 12/31/2023 |
Selective Wealth Management Inc. | 1,200 | $311 | 03/31/2024 |
IWO | 1,200 | $311 | 03/31/2024 |
Sandy Spring Bank | 1,227 | $310 | 12/31/2023 |
IWO | 1,227 | $310 | 12/31/2023 |
Financial Partners Group Inc | 1,230 | $310 | 12/31/2023 |
IWO | 1,230 | $310 | 12/31/2023 |
Oberweis Asset Management Inc. | 1,225 | $309 | 12/31/2023 |
IWO | 1,225 | $309 | 12/31/2023 |
Vaughan David Investments LLC IL | 1,220 | $308 | 12/31/2023 |
IWO | 1,220 | $308 | 12/31/2023 |
Banco BTG Pactual S.A. | 1,201 | $308 | 12/31/2023 |
IWO | 1,201 | $308 | 12/31/2023 |
9258 Wealth Management LLC | 1,215 | $306 | 12/31/2023 |
IWO | 1,215 | $306 | 12/31/2023 |
Moors & Cabot Inc. | 1,209 | $305 | 12/31/2023 |
IWO | 1,209 | $305 | 12/31/2023 |
Mosaic Family Wealth Partners LLC | 1,204 | $304 | 12/31/2023 |
IWO | 1,204 | $304 | 12/31/2023 |
Arbor Investment Advisors LLC | 1,120 | $303 | 03/31/2024 |
IWO | 1,120 | $303 | 03/31/2024 |
Maxwell Wealth Strategies Inc. | 1,198 | $302 | 12/31/2023 |
IWO | 1,198 | $302 | 12/31/2023 |
Blue Barn Wealth LLC | 1,180 | $298 | 12/31/2023 |
IWO | 1,180 | $298 | 12/31/2023 |
Investment Advisory Group LLC | 1,181 | $298 | 12/31/2023 |
IWO | 1,181 | $298 | 12/31/2023 |
Hart & Patterson Financial Group LLC | 1,096 | $297 | 03/31/2024 |
IWO | 1,096 | $297 | 03/31/2024 |
Roof Eidam & Maycock ADV | 1,179 | $297 | 12/31/2023 |
IWO | 1,179 | $297 | 12/31/2023 |
Csenge Advisory Group | 1,176 | $296 | 12/31/2023 |
IWO | 1,176 | $296 | 12/31/2023 |
Leo Wealth LLC | 1,158 | $296 | 12/31/2023 |
IWO | 1,158 | $296 | 12/31/2023 |
Advance Capital Management Inc. | 1,090 | $295 | 03/31/2024 |
IWO | 1,090 | $295 | 03/31/2024 |
Richardson Capital Management LLC | 1,091 | $295 | 03/31/2024 |
IWO | 1,091 | $295 | 03/31/2024 |
FCG Investment Co | 1,091 | $295 | 03/31/2024 |
IWO | 1,091 | $295 | 03/31/2024 |
LMR Partners LLP | 1,169 | $295 | 12/31/2023 |
IWO | 1,169 | $295 | 12/31/2023 |
Levin Easterly Partners LLC | 1,171 | $295 | 12/31/2023 |
IWO | 1,171 | $295 | 12/31/2023 |
First County Bank CT | 1,170 | $295 | 12/31/2023 |
IWO | 1,170 | $295 | 12/31/2023 |
Capital Advisors Ltd. LLC | 1,083 | $293 | 03/31/2024 |
IWO | 1,083 | $293 | 03/31/2024 |
Nelson Roberts Investment Advisors LLC | 1,150 | $290 | 12/31/2023 |
IWO | 1,150 | $290 | 12/31/2023 |
Global Retirement Partners LLC | 1,063 | $288 | 03/31/2024 |
IWO | 1,063 | $288 | 03/31/2024 |
Aprio Wealth Management LLC | 1,061 | $287 | 03/31/2024 |
IWO | 1,061 | $287 | 03/31/2024 |
Holland Advisory Services Inc. | 1,061 | $287 | 03/31/2024 |
IWO | 1,061 | $287 | 03/31/2024 |
Smithbridge Asset Management Inc. DE | 1,131 | $285 | 12/31/2023 |
IWO | 1,131 | $285 | 12/31/2023 |
Smith Moore & CO. | 1,128 | $284 | 12/31/2023 |
IWO | 1,128 | $284 | 12/31/2023 |
Colorado Capital Management Inc. | 1,043 | $282 | 03/31/2024 |
IWO | 1,043 | $282 | 03/31/2024 |
Resources Investment Advisors LLC. | 1,109 | $280 | 12/31/2023 |
IWO | 1,109 | $280 | 12/31/2023 |
Thompson Siegel & Walmsley LLC | 1,107 | $279 | 12/31/2023 |
IWO | 1,107 | $279 | 12/31/2023 |
Oak Harbor Wealth Partners LLC | 1,026 | $278 | 03/31/2024 |
IWO | 1,026 | $278 | 03/31/2024 |
Smith Salley & Associates | 1,104 | $278 | 12/31/2023 |
IWO | 1,104 | $278 | 12/31/2023 |
Central Valley Advisors LLC | 1,014 | $275 | 03/31/2024 |
IWO | 1,014 | $275 | 03/31/2024 |
Falcon Wealth Planning | 1,013 | $274 | 03/31/2024 |
IWO | 1,013 | $274 | 03/31/2024 |
BIP Wealth LLC | 1,087 | $274 | 12/31/2023 |
IWO | 1,087 | $274 | 12/31/2023 |
Madison Asset Management LLC | 1,082 | $273 | 12/31/2023 |
IWO | 1,082 | $273 | 12/31/2023 |
West Michigan Advisors LLC | 1,079 | $272 | 12/31/2023 |
IWO | 1,079 | $272 | 12/31/2023 |
Mitchell Mcleod Pugh & Williams Inc. | 1,073 | $271 | 12/31/2023 |
IWO | 1,073 | $271 | 12/31/2023 |
Sheaff Brock Investment Advisors LLC | 1,076 | $271 | 12/31/2023 |
IWO | 1,076 | $271 | 12/31/2023 |
Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 1,073 | $271 | 12/31/2023 |
IWO | 1,073 | $271 | 12/31/2023 |
Austin Private Wealth LLC | 1,019 | $270 | 03/31/2024 |
IWO | 1,019 | $270 | 03/31/2024 |
Global Wealth Strategies & Associates | 992 | $269 | 03/31/2024 |
IWO | 992 | $269 | 03/31/2024 |
Harbour Capital Advisors LLC | 1,014 | $267 | 03/31/2024 |
IWO | 1,014 | $267 | 03/31/2024 |
Buckingham Strategic Partners | 1,053 | $266 | 12/31/2023 |
IWO | 1,053 | $266 | 12/31/2023 |
Argent Trust Co | 1,050 | $265 | 12/31/2023 |
IWO | 1,050 | $265 | 12/31/2023 |
Centennial Wealth Advisory LLC | 975 | $264 | 03/31/2024 |
IWO | 975 | $264 | 03/31/2024 |
Spouting Rock Asset Management LLC | 1,038 | $262 | 12/31/2023 |
IWO | 1,038 | $262 | 12/31/2023 |
Gerber Kawasaki Wealth & Investment Management | 1,033 | $261 | 12/31/2023 |
IWO | 1,033 | $261 | 12/31/2023 |
Parallel Advisors LLC | 1,020 | $257 | 12/31/2023 |
IWO | 1,020 | $257 | 12/31/2023 |
Pinnacle Wealth Planning Services Inc. | 1,010 | $255 | 12/31/2023 |
IWO | 1,010 | $255 | 12/31/2023 |
Capital Investment Advisors LLC | 939 | $254 | 03/31/2024 |
IWO | 939 | $254 | 03/31/2024 |
Clearwater Capital Advisors LLC | 1,002 | $253 | 12/31/2023 |
IWO | 1,002 | $253 | 12/31/2023 |
Summit Trail Advisors LLC | 931 | $252 | 03/31/2024 |
IWO | 931 | $252 | 03/31/2024 |
Garrett Investment Advisors LLC | 932 | $252 | 03/31/2024 |
IWO | 932 | $252 | 03/31/2024 |
K.J. Harrison & Partners Inc | 928 | $251 | 03/31/2024 |
IWO | 928 | $251 | 03/31/2024 |
MONECO Advisors LLC | 925 | $251 | 03/31/2024 |
IWO | 925 | $251 | 03/31/2024 |
Monograph Wealth Advisors LLC | 993 | $251 | 12/31/2023 |
IWO | 993 | $251 | 12/31/2023 |
Corepath Wealth Partners LLC | 1,039 | $251 | 12/31/2023 |
IWO | 1,039 | $251 | 12/31/2023 |
Daymark Wealth Partners LLC | 922 | $250 | 03/31/2024 |
IWO | 922 | $250 | 03/31/2024 |
RDA Financial Network | 920 | $249 | 03/31/2024 |
IWO | 920 | $249 | 03/31/2024 |
Sigma Investment Counselors Inc. | 916 | $248 | 03/31/2024 |
IWO | 916 | $248 | 03/31/2024 |
TFG Advisers LLC | 974 | $246 | 12/31/2023 |
IWO | 974 | $246 | 12/31/2023 |
Trust Co. of Vermont | 970 | $245 | 12/31/2023 |
IWO | 970 | $245 | 12/31/2023 |
Spears Abacus Advisors LLC | 970 | $245 | 12/31/2023 |
IWO | 970 | $245 | 12/31/2023 |
MEMBERS Trust Co | 900 | $244 | 03/31/2024 |
IWO | 900 | $244 | 03/31/2024 |
Red Tortoise LLC | 895 | $242 | 03/31/2024 |
IWO | 895 | $242 | 03/31/2024 |
First National Bank of Omaha | 960 | $242 | 12/31/2023 |
IWO | 960 | $242 | 12/31/2023 |
L & S Advisors Inc | 960 | $242 | 12/31/2023 |
IWO | 960 | $242 | 12/31/2023 |
Bank OZK | 960 | $242 | 12/31/2023 |
IWO | 960 | $242 | 12/31/2023 |
Aveo Capital Partners LLC | 961 | $242 | 12/31/2023 |
IWO | 961 | $242 | 12/31/2023 |
LWS Wealth Advisors Inc. | 960 | $242 | 12/31/2023 |
IWO | 960 | $242 | 12/31/2023 |
Delta Financial Group Inc. | 961 | $242 | 12/31/2023 |
IWO | 961 | $242 | 12/31/2023 |
BHK Investment Advisors LLC | 957 | $241 | 12/31/2023 |
IWO | 957 | $241 | 12/31/2023 |
Rockwood Wealth Management LLC | 888 | $240 | 03/31/2024 |
IWO | 888 | $240 | 03/31/2024 |
Kanawha Capital Management LLC | 947 | $239 | 12/31/2023 |
IWO | 947 | $239 | 12/31/2023 |
Marco Investment Management LLC | 945 | $238 | 12/31/2023 |
IWO | 945 | $238 | 12/31/2023 |
Fayez Sarofim & Co | 914 | $235 | 12/31/2023 |
IWO | 914 | $235 | 12/31/2023 |
Greenleaf Trust | 930 | $235 | 12/31/2023 |
IWO | 930 | $235 | 12/31/2023 |
Viawealth LLC | 926 | $234 | 12/31/2023 |
IWO | 926 | $234 | 12/31/2023 |
Presidio Capital Management LLC | 862 | $233 | 03/31/2024 |
IWO | 862 | $233 | 03/31/2024 |
Green Harvest Asset Management LLC | 919 | $232 | 12/31/2023 |
IWO | 919 | $232 | 12/31/2023 |
Greatmark Investment Partners Inc. | 917 | $231 | 12/31/2023 |
IWO | 917 | $231 | 12/31/2023 |
Sunpointe LLC | 850 | $230 | 03/31/2024 |
IWO | 850 | $230 | 03/31/2024 |
LJI Wealth Management LLC | 907 | $229 | 12/31/2023 |
IWO | 907 | $229 | 12/31/2023 |
Nvest Financial LLC | 842 | $228 | 03/31/2024 |
IWO | 842 | $228 | 03/31/2024 |
Klingman & Associates LLC | 902 | $228 | 12/31/2023 |
IWO | 902 | $228 | 12/31/2023 |
Edge Capital Group LLC | 896 | $226 | 12/31/2023 |
IWO | 896 | $226 | 12/31/2023 |
Heartwood Wealth Advisors LLC | 831 | $225 | 03/31/2024 |
IWO | 831 | $225 | 03/31/2024 |
NorthRock Partners LLC | 892 | $225 | 12/31/2023 |
IWO | 892 | $225 | 12/31/2023 |
Ritholtz Wealth Management | 829 | $224 | 03/31/2024 |
IWO | 829 | $224 | 03/31/2024 |
Credit Suisse AG | 876 | $221 | 12/31/2023 |
IWO | 876 | $221 | 12/31/2023 |
Merit Financial Group LLC | 876 | $221 | 12/31/2023 |
IWO | 876 | $221 | 12/31/2023 |
MGB Wealth Management LLC | 872 | $220 | 12/31/2023 |
IWO | 872 | $220 | 12/31/2023 |
Pointe Capital Management LLC | 865 | $218 | 12/31/2023 |
IWO | 865 | $218 | 12/31/2023 |
Clarius Group LLC | 800 | $217 | 03/31/2024 |
IWO | 800 | $217 | 03/31/2024 |
Coppell Advisory Solutions LLC | 861 | $217 | 12/31/2023 |
IWO | 861 | $217 | 12/31/2023 |
1832 Asset Management L.P. | 855 | $216 | 12/31/2023 |
IWO | 855 | $216 | 12/31/2023 |
Mattern Capital Management LLC | 858 | $216 | 12/31/2023 |
IWO | 858 | $216 | 12/31/2023 |
Ellis Investment Partners LLC | 794 | $215 | 03/31/2024 |
IWO | 794 | $215 | 03/31/2024 |
Independence Bank of Kentucky | 791 | $214 | 03/31/2024 |
IWO | 791 | $214 | 03/31/2024 |
Wedbush Securities Inc. | 845 | $213 | 12/31/2023 |
IWO | 845 | $213 | 12/31/2023 |
Glassman Wealth Services | 843 | $213 | 12/31/2023 |
IWO | 843 | $213 | 12/31/2023 |
HFG Advisors Inc. | 784 | $212 | 03/31/2024 |
IWO | 784 | $212 | 03/31/2024 |
Roanoke Asset Management Corp NY | 839 | $212 | 12/31/2023 |
IWO | 839 | $212 | 12/31/2023 |
Sterling Investment Counsel LLC | 780 | $211 | 03/31/2024 |
IWO | 780 | $211 | 03/31/2024 |
Solidarilty Wealth LLC | 835 | $211 | 12/31/2023 |
IWO | 835 | $211 | 12/31/2023 |
Stillwater Capital Advisors LLC | 773 | $209 | 03/31/2024 |
IWO | 773 | $209 | 03/31/2024 |
Hodges Capital Management Inc. | 767 | $208 | 03/31/2024 |
IWO | 767 | $208 | 03/31/2024 |
Compass Ion Advisors LLC | 769 | $208 | 03/31/2024 |
IWO | 769 | $208 | 03/31/2024 |
Mayport LLC | 769 | $208 | 03/31/2024 |
IWO | 769 | $208 | 03/31/2024 |
Metropolitan Life Insurance Co NY | 825 | $208 | 12/31/2023 |
IWO | 825 | $208 | 12/31/2023 |
CRA Financial Services LLC | 764 | $207 | 03/31/2024 |
IWO | 764 | $207 | 03/31/2024 |
Davis Investment Partners LLC | 800 | $207 | 03/31/2024 |
IWO | 800 | $207 | 03/31/2024 |
Trust Co of the South | 765 | $207 | 03/31/2024 |
IWO | 765 | $207 | 03/31/2024 |
West Bancorporation Inc. | 821 | $207 | 12/31/2023 |
IWO | 821 | $207 | 12/31/2023 |
Lmcg Investments LLC | 822 | $207 | 12/31/2023 |
IWO | 822 | $207 | 12/31/2023 |
Carlton Hofferkamp & Jenks Wealth Management LLC | 825 | $206 | 03/31/2024 |
IWO | 825 | $206 | 03/31/2024 |
Fragasso Group Inc. | 756 | $205 | 03/31/2024 |
IWO | 756 | $205 | 03/31/2024 |
SeaCrest Wealth Management LLC | 758 | $205 | 03/31/2024 |
IWO | 758 | $205 | 03/31/2024 |
Massmutual Trust Co. FSB ADV | 752 | $204 | 03/31/2024 |
IWO | 752 | $204 | 03/31/2024 |
Flagship Harbor Advisors LLC | 752 | $204 | 03/31/2024 |
IWO | 752 | $204 | 03/31/2024 |
River Wealth Advisors LLC | 807 | $204 | 12/31/2023 |
IWO | 807 | $204 | 12/31/2023 |
Berkshire Bank | 750 | $203 | 03/31/2024 |
IWO | 750 | $203 | 03/31/2024 |
CAPROCK Group Inc. | 799 | $202 | 12/31/2023 |
IWO | 799 | $202 | 12/31/2023 |
BOCHK Asset Management Ltd | 800 | $202 | 12/31/2023 |
IWO | 800 | $202 | 12/31/2023 |
Family Investment Center Inc. | 743 | $201 | 03/31/2024 |
IWO | 743 | $201 | 03/31/2024 |
Addison Advisors LLC | 790 | $199 | 12/31/2023 |
IWO | 790 | $199 | 12/31/2023 |
Financial Gravity Asset Management Inc. | 779 | $196 | 12/31/2023 |
IWO | 779 | $196 | 12/31/2023 |
Center for Financial Planning Inc. | 714 | $193 | 03/31/2024 |
IWO | 714 | $193 | 03/31/2024 |
Centaurus Financial Inc. | 745 | $188 | 12/31/2023 |
IWO | 745 | $188 | 12/31/2023 |
Evermay Wealth Management LLC | 746 | $188 | 12/31/2023 |
IWO | 746 | $188 | 12/31/2023 |
Peachtree Investment Partners LLC | 742 | $187 | 12/31/2023 |
IWO | 742 | $187 | 12/31/2023 |
Oakworth Capital Inc. | 662 | $179 | 03/31/2024 |
IWO | 662 | $179 | 03/31/2024 |
CNB Bank | 694 | $175 | 12/31/2023 |
IWO | 694 | $175 | 12/31/2023 |
Capital Fund Management S.A. | $172 | 12/31/2023 | |
IWO | 25,983 | $6,553 | 12/31/2023 |
Put | 25,300 | $6,381 | 12/31/2023 |
Rockbridge Investment Management LCC | 674 | $170 | 12/31/2023 |
IWO | 674 | $170 | 12/31/2023 |
North Star Investment Management Corp. | 642 | $162 | 12/31/2023 |
IWO | 642 | $162 | 12/31/2023 |
Financial Freedom LLC | 594 | $161 | 03/31/2024 |
IWO | 594 | $161 | 03/31/2024 |
First United Bank Trust | 618 | $156 | 12/31/2023 |
IWO | 618 | $156 | 12/31/2023 |
Financial Perspectives Inc | 557 | $151 | 03/31/2024 |
IWO | 557 | $151 | 03/31/2024 |
Optimum Investment Advisors | 540 | $146 | 03/31/2024 |
IWO | 540 | $146 | 03/31/2024 |
ZRC Wealth Management LLC | 537 | $145 | 03/31/2024 |
IWO | 537 | $145 | 03/31/2024 |
Eagle Bay Advisors LLC | 575 | $145 | 12/31/2023 |
IWO | 575 | $145 | 12/31/2023 |
WealthShield Partners LLC | 566 | $143 | 12/31/2023 |
IWO | 566 | $143 | 12/31/2023 |
Atlas Capital Advisors LLC | 517 | $140 | 03/31/2024 |
IWO | 517 | $140 | 03/31/2024 |
Atticus Wealth Management LLC | 509 | $138 | 03/31/2024 |
IWO | 509 | $138 | 03/31/2024 |
Main Management LLC | 544 | $137 | 12/31/2023 |
IWO | 544 | $137 | 12/31/2023 |
New England Capital Financial Advisors LLC | 539 | $136 | 12/31/2023 |
IWO | 539 | $136 | 12/31/2023 |
Greenwood Gearhart Inc. | 520 | $131 | 12/31/2023 |
IWO | 520 | $131 | 12/31/2023 |
DB Wealth Management Group LLC | 516 | $130 | 12/31/2023 |
IWO | 516 | $130 | 12/31/2023 |
New Republic Capital LLC | 515 | $130 | 12/31/2023 |
IWO | 515 | $130 | 12/31/2023 |
Castleark Management LLC | 500 | $126 | 12/31/2023 |
IWO | 500 | $126 | 12/31/2023 |
Webster Bank N. A. | 459 | $124 | 03/31/2024 |
IWO | 459 | $124 | 03/31/2024 |
Family Management Corp | 471 | $119 | 12/31/2023 |
IWO | 471 | $119 | 12/31/2023 |
Rice Partnership LLC | 456 | $115 | 12/31/2023 |
IWO | 456 | $115 | 12/31/2023 |
Ronald Blue Trust Inc. | 453 | $114 | 12/31/2023 |
IWO | 453 | $114 | 12/31/2023 |
Lazard Asset Management LLC | 450 | $113 | 12/31/2023 |
IWO | 450 | $113 | 12/31/2023 |
Asset Dedication LLC | 404 | $109 | 03/31/2024 |
IWO | 404 | $109 | 03/31/2024 |
Ancora Advisors LLC | 426 | $107 | 12/31/2023 |
IWO | 426 | $107 | 12/31/2023 |
United Community Bank | 424 | $107 | 12/31/2023 |
IWO | 424 | $107 | 12/31/2023 |
Qube Research & Technologies Ltd | 412 | $104 | 12/31/2023 |
IWO | 412 | $104 | 12/31/2023 |
Sugarloaf Wealth Management LLC | 367 | $99 | 03/31/2024 |
IWO | 367 | $99 | 03/31/2024 |
Deutsche Bank AG | 393 | $99 | 12/31/2023 |
IWO | 393 | $99 | 12/31/2023 |
Arcadia Investment Management Corp MI | 360 | $97 | 03/31/2024 |
IWO | 360 | $97 | 03/31/2024 |
West Paces Advisors Inc. | 356 | $96 | 03/31/2024 |
IWO | 356 | $96 | 03/31/2024 |
EverSource Wealth Advisors LLC | 377 | $95 | 12/31/2023 |
IWO | 377 | $95 | 12/31/2023 |
Tidemark LLC | 362 | $91 | 12/31/2023 |
IWO | 362 | $91 | 12/31/2023 |
WASHINGTON TRUST Co | 302 | $82 | 03/31/2024 |
IWO | 302 | $82 | 03/31/2024 |
Planning Capital Management Corp | 303 | $82 | 03/31/2024 |
IWO | 303 | $82 | 03/31/2024 |
City State Bank | 300 | $81 | 03/31/2024 |
IWO | 300 | $81 | 03/31/2024 |
Northwest Financial Advisors | 304 | $77 | 12/31/2023 |
IWO | 304 | $77 | 12/31/2023 |
Union Savings Bank | 303 | $76 | 12/31/2023 |
IWO | 303 | $76 | 12/31/2023 |
Country Trust Bank | 277 | $75 | 03/31/2024 |
IWO | 277 | $75 | 03/31/2024 |
Provence Wealth Management Group | 276 | $70 | 12/31/2023 |
IWO | 276 | $70 | 12/31/2023 |
Lee Financial Co | 270 | $68 | 12/31/2023 |
IWO | 270 | $68 | 12/31/2023 |
Gradient Investments LLC | 248 | $67 | 03/31/2024 |
IWO | 248 | $67 | 03/31/2024 |
HHM Wealth Advisors LLC | 265 | $67 | 12/31/2023 |
IWO | 265 | $67 | 12/31/2023 |
AlphaMark Advisors LLC | 245 | $66 | 03/31/2024 |
IWO | 245 | $66 | 03/31/2024 |
Headlands Technologies LLC | 260 | $66 | 12/31/2023 |
IWO | 260 | $66 | 12/31/2023 |
Coastal Investment Advisors Inc. | 240 | $65 | 03/31/2024 |
IWO | 240 | $65 | 03/31/2024 |
Aptus Capital Advisors LLC | 259 | $65 | 12/31/2023 |
IWO | 259 | $65 | 12/31/2023 |
Family Asset Management LLC | 252 | $64 | 12/31/2023 |
IWO | 252 | $64 | 12/31/2023 |
Winthrop Capital Management LLC | 255 | $64 | 12/31/2023 |
IWO | 255 | $64 | 12/31/2023 |
Tortoise Investment Management LLC | 249 | $63 | 12/31/2023 |
IWO | 249 | $63 | 12/31/2023 |
Bear Mountain Capital Inc. | 248 | $62 | 03/31/2024 |
IWO | 248 | $62 | 03/31/2024 |
Tsfg LLC | 224 | $61 | 03/31/2024 |
IWO | 224 | $61 | 03/31/2024 |
CENTRAL TRUST Co | 219 | $59 | 03/31/2024 |
IWO | 219 | $59 | 03/31/2024 |
Carmichael Hill & Associates Inc. | 215 | $58 | 03/31/2024 |
IWO | 215 | $58 | 03/31/2024 |
Provident Wealth Management LLC | 216 | $58 | 03/31/2024 |
IWO | 216 | $58 | 03/31/2024 |
Farmers & Merchants Trust Co of Chambersburg PA | 211 | $57 | 03/31/2024 |
IWO | 211 | $57 | 03/31/2024 |
Archer Investment Corp | 225 | $57 | 12/31/2023 |
IWO | 225 | $57 | 12/31/2023 |
General Partner Inc. | 200 | $54 | 03/31/2024 |
IWO | 200 | $54 | 03/31/2024 |
Sage Mountain Advisors LLC | 199 | $54 | 03/31/2024 |
IWO | 199 | $54 | 03/31/2024 |
National Bank of Canada FI | 215 | $54 | 12/31/2023 |
IWO | 215 | $54 | 12/31/2023 |
Bbjs Financial Advisors LLC | 205 | $52 | 12/31/2023 |
IWO | 205 | $52 | 12/31/2023 |
Russell Investments Group Ltd. | 202 | $51 | 12/31/2023 |
IWO | 202 | $51 | 12/31/2023 |
Baystate Wealth Management LLC | 200 | $50 | 12/31/2023 |
IWO | 200 | $50 | 12/31/2023 |
Horizon Bancorp Inc. IN | 182 | $49 | 03/31/2024 |
IWO | 182 | $49 | 03/31/2024 |
Coston McIsaac & Partners | 183 | $49 | 03/31/2024 |
IWO | 183 | $49 | 03/31/2024 |
Clarkston Capital Partners LLC | 193 | $49 | 12/31/2023 |
IWO | 193 | $49 | 12/31/2023 |
Guardian Wealth Advisors LLC NC | 195 | $49 | 12/31/2023 |
IWO | 195 | $49 | 12/31/2023 |
Jackson Hole Capital Partners LLC | 192 | $48 | 12/31/2023 |
IWO | 192 | $48 | 12/31/2023 |
Spotlight Asset Group Inc. | 191 | $48 | 12/31/2023 |
IWO | 191 | $48 | 12/31/2023 |
Washington Trust Advisors Inc. | 189 | $48 | 12/31/2023 |
IWO | 189 | $48 | 12/31/2023 |
Aspire Private Capital LLC | 174 | $47 | 03/31/2024 |
IWO | 174 | $47 | 03/31/2024 |
Rocky Mountain Advisers LLC | 169 | $46 | 03/31/2024 |
IWO | 169 | $46 | 03/31/2024 |
Mendota Financial Group LLC | 170 | $46 | 03/31/2024 |
IWO | 170 | $46 | 03/31/2024 |
Brown Shipley& Co Ltd | 175 | $44 | 12/31/2023 |
IWO | 175 | $44 | 12/31/2023 |
Milestone Investment Advisors LLC | 175 | $44 | 12/31/2023 |
IWO | 175 | $44 | 12/31/2023 |
Semmax Financial Advisors Inc. | 173 | $43 | 12/31/2023 |
IWO | 173 | $43 | 12/31/2023 |
Gleason Group Inc. | 154 | $42 | 03/31/2024 |
IWO | 154 | $42 | 03/31/2024 |
Atwood & Palmer Inc. | 150 | $41 | 03/31/2024 |
IWO | 150 | $41 | 03/31/2024 |
Cardinal Strategic Wealth Guidance | 150 | $41 | 03/31/2024 |
IWO | 150 | $41 | 03/31/2024 |
Bank of New Hampshire | 150 | $41 | 03/31/2024 |
IWO | 150 | $41 | 03/31/2024 |
Farther Finance Advisors LLC | 164 | $41 | 12/31/2023 |
IWO | 164 | $41 | 12/31/2023 |
West Branch Capital LLC | 148 | $40 | 03/31/2024 |
IWO | 148 | $40 | 03/31/2024 |
Rhumbline Advisers | 157 | $40 | 12/31/2023 |
IWO | 157 | $40 | 12/31/2023 |
Venturi Wealth Management LLC | 143 | $39 | 03/31/2024 |
IWO | 143 | $39 | 03/31/2024 |
Pittenger & Anderson Inc. | 155 | $39 | 12/31/2023 |
IWO | 155 | $39 | 12/31/2023 |
TD Waterhouse Canada Inc. | 155 | $39 | 12/31/2023 |
IWO | 155 | $39 | 12/31/2023 |
Perkins Coie Trust Co | 140 | $38 | 03/31/2024 |
IWO | 140 | $38 | 03/31/2024 |
South State CORP. | 150 | $38 | 12/31/2023 |
IWO | 150 | $38 | 12/31/2023 |
Syntax Research Inc. | 146 | $37 | 12/31/2023 |
IWO | 146 | $37 | 12/31/2023 |
Community Bank N.A. | 141 | $36 | 12/31/2023 |
IWO | 141 | $36 | 12/31/2023 |
SYM FINANCIAL Corp | 140 | $35 | 12/31/2023 |
IWO | 140 | $35 | 12/31/2023 |
Norwood Financial Corp | 125 | $34 | 03/31/2024 |
IWO | 125 | $34 | 03/31/2024 |
VitalStone Financial LLC | 134 | $34 | 12/31/2023 |
IWO | 134 | $34 | 12/31/2023 |
Peoples Bank KS | 123 | $33 | 03/31/2024 |
IWO | 123 | $33 | 03/31/2024 |
Trust Co | 119 | $32 | 03/31/2024 |
IWO | 119 | $32 | 03/31/2024 |
Wetzel Investment Advisors Inc. | 121 | $30 | 03/31/2024 |
IWO | 121 | $30 | 03/31/2024 |
Knott David M Jr | 118 | $30 | 12/31/2023 |
IWO | 118 | $30 | 12/31/2023 |
Bogart Wealth LLC | 104 | $28 | 03/31/2024 |
IWO | 104 | $28 | 03/31/2024 |
Frazier Financial Advisors LLC | 110 | $28 | 12/31/2023 |
IWO | 110 | $28 | 12/31/2023 |
Pinnacle Bank | 100 | $27 | 03/31/2024 |
IWO | 100 | $27 | 03/31/2024 |
Northwest Capital Management Inc | 101 | $27 | 03/31/2024 |
IWO | 101 | $27 | 03/31/2024 |
Armstrong Advisory Group Inc. | 106 | $27 | 03/31/2024 |
IWO | 106 | $27 | 03/31/2024 |
Creative Financial Designs Inc. ADV | 108 | $27 | 12/31/2023 |
IWO | 108 | $27 | 12/31/2023 |
EPG Wealth Management LLC | 109 | $27 | 12/31/2023 |
IWO | 109 | $27 | 12/31/2023 |
GAMMA Investing LLC | 95 | $26 | 03/31/2024 |
IWO | 95 | $26 | 03/31/2024 |
Versant Capital Management Inc | 91 | $25 | 03/31/2024 |
IWO | 91 | $25 | 03/31/2024 |
PFS Partners LLC | 93 | $25 | 03/31/2024 |
IWO | 93 | $25 | 03/31/2024 |
Caitlin John LLC | 98 | $25 | 12/31/2023 |
IWO | 98 | $25 | 12/31/2023 |
Pflug Koory LLC | 90 | $24 | 03/31/2024 |
IWO | 90 | $24 | 03/31/2024 |
McIlrath & Eck LLC | 95 | $24 | 12/31/2023 |
IWO | 95 | $24 | 12/31/2023 |
Kozak & Associates Inc. | 101 | $24 | 12/31/2023 |
IWO | 101 | $24 | 12/31/2023 |
BOK Financial Private Wealth Inc. | 93 | $23 | 12/31/2023 |
IWO | 93 | $23 | 12/31/2023 |
Retirement Group LLC | 91 | $23 | 12/31/2023 |
IWO | 91 | $23 | 12/31/2023 |
City Holding Co. | 80 | $22 | 03/31/2024 |
IWO | 80 | $22 | 03/31/2024 |
GoalVest Advisory LLC | 80 | $22 | 03/31/2024 |
IWO | 80 | $22 | 03/31/2024 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 87 | $22 | 12/31/2023 |
IWO | 87 | $22 | 12/31/2023 |
Atlantic Trust LLC | 88 | $22 | 12/31/2023 |
IWO | 88 | $22 | 12/31/2023 |
Fortis Group Advisors LLC | 80 | $20 | 12/31/2023 |
IWO | 80 | $20 | 12/31/2023 |
Salem Investment Counselors Inc. | 71 | $19 | 03/31/2024 |
IWO | 71 | $19 | 03/31/2024 |
LifeSteps Financial Inc. | 69 | $19 | 03/31/2024 |
IWO | 69 | $19 | 03/31/2024 |
Manchester Capital Management LLC | 77 | $19 | 12/31/2023 |
IWO | 77 | $19 | 12/31/2023 |
Plante Moran Financial Advisors LLC | 76 | $19 | 12/31/2023 |
IWO | 76 | $19 | 12/31/2023 |
Nalls Sherbakoff Group LLC | 75 | $19 | 12/31/2023 |
IWO | 75 | $19 | 12/31/2023 |
Institutional & Family Asset Management LLC | 70 | $18 | 12/31/2023 |
IWO | 70 | $18 | 12/31/2023 |
JNBA Financial Advisors | 62 | $17 | 03/31/2024 |
IWO | 62 | $17 | 03/31/2024 |
Rise Advisors LLC | 63 | $17 | 03/31/2024 |
IWO | 63 | $17 | 03/31/2024 |
RE Dickinson Investment Advisors LLC | 64 | $16 | 12/31/2023 |
IWO | 64 | $16 | 12/31/2023 |
Annis Gardner Whiting Capital Advisors LLC | 64 | $16 | 12/31/2023 |
IWO | 64 | $16 | 12/31/2023 |
Hanson & Doremus Investment Management | 54 | $15 | 03/31/2024 |
IWO | 54 | $15 | 03/31/2024 |
Salomon & Ludwin LLC | 50 | $13 | 12/31/2023 |
IWO | 50 | $13 | 12/31/2023 |
ICA Group Wealth Management LLC | 50 | $13 | 12/31/2023 |
IWO | 50 | $13 | 12/31/2023 |
Evensky & Katz LLC | 45 | $12 | 03/31/2024 |
IWO | 45 | $12 | 03/31/2024 |
Householder Group Estate & Retirement Specialist LLC | 49 | $12 | 12/31/2023 |
IWO | 49 | $12 | 12/31/2023 |
Integrity Financial Corp WA | 48 | $12 | 12/31/2023 |
IWO | 48 | $12 | 12/31/2023 |
Capital Investment Advisory Services LLC | 40 | $11 | 03/31/2024 |
IWO | 40 | $11 | 03/31/2024 |
Global Trust Asset Management LLC | 40 | $11 | 03/31/2024 |
IWO | 40 | $11 | 03/31/2024 |
Cassady Schiller Wealth Management LLC | 42 | $11 | 12/31/2023 |
IWO | 42 | $11 | 12/31/2023 |
Pineridge Advisors LLC | 44 | $11 | 12/31/2023 |
IWO | 44 | $11 | 12/31/2023 |
First Manhattan Co. | 39 | $10 | 12/31/2023 |
IWO | 39 | $10 | 12/31/2023 |
Pin Oak Investment Advisors Inc. | 40 | $10 | 12/31/2023 |
IWO | 40 | $10 | 12/31/2023 |
Caldwell Sutter Capital Inc. | 33 | $9 | 03/31/2024 |
IWO | 33 | $9 | 03/31/2024 |
MeadowBrook Investment Advisors LLC | 35 | $9 | 12/31/2023 |
IWO | 35 | $9 | 12/31/2023 |
Johnson Financial Group Inc. | 36 | $9 | 12/31/2023 |
IWO | 36 | $9 | 12/31/2023 |
JDM Financial Group LLC | 38 | $9 | 12/31/2023 |
IWO | 38 | $9 | 12/31/2023 |
IAG Wealth Partners LLC | 29 | $8 | 03/31/2024 |
IWO | 29 | $8 | 03/31/2024 |
Granite Investment Partners LLC | 30 | $8 | 12/31/2023 |
IWO | 30 | $8 | 12/31/2023 |
Ambassador Advisors LLC | 32 | $8 | 12/31/2023 |
IWO | 32 | $8 | 12/31/2023 |
Investors Research Corp | 33 | $8 | 12/31/2023 |
IWO | 33 | $8 | 12/31/2023 |
GPS Wealth Strategies Group LLC | 30 | $8 | 12/31/2023 |
IWO | 30 | $8 | 12/31/2023 |
Pacific Capital Wealth Advisors Inc. | 33 | $8 | 12/31/2023 |
IWO | 33 | $8 | 12/31/2023 |
Missouri Trust & Investment Co | 30 | $8 | 12/31/2023 |
IWO | 30 | $8 | 12/31/2023 |
Life Planning Partners Inc | 30 | $8 | 12/31/2023 |
IWO | 30 | $8 | 12/31/2023 |
CarsonAllaria Wealth Management Ltd. | 26 | $7 | 12/31/2023 |
IWO | 26 | $7 | 12/31/2023 |
Hazlett Burt & Watson Inc. | 24 | $6 | 12/31/2023 |
IWO | 24 | $6 | 12/31/2023 |
Founders Financial Alliance LLC | 23 | $6 | 12/31/2023 |
IWO | 23 | $6 | 12/31/2023 |
Raleigh Capital Management Inc. | 22 | $6 | 12/31/2023 |
IWO | 22 | $6 | 12/31/2023 |
Beacon Capital Management LLC | 25 | $6 | 12/31/2023 |
IWO | 25 | $6 | 12/31/2023 |
Cherry Tree Wealth Management LLC | 20 | $5 | 12/31/2023 |
IWO | 20 | $5 | 12/31/2023 |
Kessler Investment Group LLC | 14 | $4 | 03/31/2024 |
IWO | 14 | $4 | 03/31/2024 |
TCTC Holdings LLC | 17 | $4 | 12/31/2023 |
IWO | 17 | $4 | 12/31/2023 |
Mascoma Wealth Management LLC | 16 | $4 | 12/31/2023 |
IWO | 16 | $4 | 12/31/2023 |
Ables Iannone Moore & Associates Inc. | 15 | $4 | 12/31/2023 |
IWO | 15 | $4 | 12/31/2023 |
Legend Financial Advisors Inc. | 11 | $3 | 03/31/2024 |
IWO | 11 | $3 | 03/31/2024 |
Game Plan Financial Advisors LLC | 10 | $3 | 03/31/2024 |
IWO | 10 | $3 | 03/31/2024 |
First Command Advisory Services Inc. | 12 | $3 | 12/31/2023 |
IWO | 12 | $3 | 12/31/2023 |
Atlantic Edge Private Wealth Management LLC | 12 | $3 | 12/31/2023 |
IWO | 12 | $3 | 12/31/2023 |
Woodmont Investment Counsel LLC | 8 | $2 | 03/31/2024 |
IWO | 8 | $2 | 03/31/2024 |
MCF Advisors LLC | 9 | $2 | 03/31/2024 |
IWO | 9 | $2 | 03/31/2024 |
Wolff Wiese Magana LLC | 7 | $2 | 03/31/2024 |
IWO | 7 | $2 | 03/31/2024 |
Maryland Capital Advisors Inc. | 9 | $2 | 03/31/2024 |
IWO | 9 | $2 | 03/31/2024 |
Concord Wealth Partners | 6 | $2 | 12/31/2023 |
IWO | 6 | $2 | 12/31/2023 |
Scarborough Advisors LLC | 8 | $2 | 12/31/2023 |
IWO | 8 | $2 | 12/31/2023 |
Toth Financial Advisory Corp | 5 | $1 | 03/31/2024 |
IWO | 5 | $1 | 03/31/2024 |
Indiana Trust & Investment Management CO | 3 | $1 | 03/31/2024 |
IWO | 3 | $1 | 03/31/2024 |
JJJ Advisors Inc. | 2 | $1 | 03/31/2024 |
IWO | 2 | $1 | 03/31/2024 |
Sound Income Strategies LLC | 3 | $1 | 03/31/2024 |
IWO | 3 | $1 | 03/31/2024 |
Prestige Wealth Management Group LLC | 2 | $1 | 03/31/2024 |
IWO | 2 | $1 | 03/31/2024 |
Activest Wealth Management | 5 | $1 | 03/31/2024 |
IWO | 5 | $1 | 03/31/2024 |
Pingora Partners LLC | 2 | $1 | 12/31/2023 |
IWO | 2 | $1 | 12/31/2023 |
Hexagon Capital Partners LLC | 1 | $0 | 03/31/2024 |
IWO | 1 | $0 | 03/31/2024 |
Hallmark Capital Management Inc. | 0 | $0 | 12/31/2023 |
IWO | 0 | $0 | 12/31/2023 |
Wolverine Trading LLC | $-865 | 12/31/2023 | |
Put | 9,200 | $2,320 | 12/31/2023 |
Call | 4,300 | $1,085 | 12/31/2023 |
IWO | 1,466 | $370 | 12/31/2023 |
GTS Securities LLC | $-1,585 | 12/31/2023 | |
Put | 13,200 | $3,329 | 12/31/2023 |
Call | 5,000 | $1,261 | 12/31/2023 |
IWO | 1,914 | $483 | 12/31/2023 |
Parallax Volatility Advisers L.P. | $-50,444 | 12/31/2023 | |
Put | 200,000 | $50,444 | 12/31/2023 |
IWO | 1 | $0 | 12/31/2023 |
Highbridge Capital Management LLC | 1,500,000 | $-301,065 | 12/31/2023 |
Put | 1,500,000 | $301,065 | 12/31/2023 |
See Summary: Institutional Holders of IWO
See Details: Top 10 Hedge Funds Holding IWO
Also See: IWO Holdings Changes
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