HoldingsChannel.com
Funds Holding IWP
HolderAmountPosition Size
($ in 1000's)
 As of
TIAA FSB7,843,365$1,196,741 12/31/2019
     IWP7,843,365$1,196,741 12/31/2019
Wells Fargo & Company MN7,757,256$1,183,602 12/31/2019
     IWP7,757,256$1,183,602 12/31/2019
Bank of America Corp DE3,866,595$589,965 12/31/2019
     IWP3,866,595$589,965 12/31/2019
Morgan Stanley3,215,107$490,560 12/31/2019
     IWP3,215,107$490,560 12/31/2019
PNC Financial Services Group Inc.1,922,963$293,404 12/31/2019
     IWP1,922,963$293,404 12/31/2019
UBS Group AG1,880,651$286,950 12/31/2019
     IWP1,880,651$286,950 12/31/2019
Jones Financial Companies Lllp1,685,328$257,147 12/31/2019
     IWP1,685,328$257,147 12/31/2019
FMR LLC1,392,539$212,474 12/31/2019
     IWP1,392,539$212,474 12/31/2019
Commonwealth Equity Services LLC1,376,704$210,057 12/31/2019
     IWP1,376,704$210,057 12/31/2019
Commerce Bank1,218,928$185,984 12/31/2019
     IWP1,218,928$185,984 12/31/2019
Envestnet Asset Management Inc.1,145,416$174,767 12/31/2019
     IWP1,145,416$174,767 12/31/2019
CIBC Private Wealth Group LLC886,534$135,267 12/31/2019
     IWP886,534$135,267 12/31/2019
Truist Financial Corp796,711$121,563 12/31/2019
     IWP796,711$121,563 12/31/2019
Ameriprise Financial Inc.760,040$115,966 12/31/2019
     IWP760,040$115,966 12/31/2019
Synovus Financial Corp661,149$100,876 12/31/2019
     IWP661,149$100,876 12/31/2019
US Bancorp DE $91,012 12/31/2019
     IWP596,904$91,076 12/31/2019
     Put541$64 12/31/2019
Goldman Sachs Group Inc.554,875$84,663 12/31/2019
     IWP554,875$84,663 12/31/2019
Royal Bank of Canada543,088$82,864 12/31/2019
     IWP543,088$82,864 12/31/2019
LPL Financial LLC510,734$77,928 12/31/2019
     IWP510,734$77,928 12/31/2019
Nuveen Asset Management LLC473,782$72,290 12/31/2019
     IWP473,782$72,290 12/31/2019
Ladenburg Thalmann Financial Services Inc.477,338$71,723 12/31/2019
     IWP477,338$71,723 12/31/2019
Stephens Inc. AR397,821$60,699 12/31/2019
     IWP397,821$60,699 12/31/2019
JPMorgan Chase & Co.386,672$58,998 12/31/2019
     IWP386,672$58,998 12/31/2019
CHURCHILL MANAGEMENT Corp378,260$57,715 12/31/2019
     IWP378,260$57,715 12/31/2019
Raymond James Financial Services Advisors Inc.374,221$57,102 12/31/2019
     IWP374,221$57,102 12/31/2019
Stephens Group Asset Management LLC367,859$56,128 12/31/2019
     IWP367,859$56,128 12/31/2019
Raymond James & Associates298,500$45,545 12/31/2019
     IWP298,500$45,545 12/31/2019
Johnson Investment Counsel Inc.292,968$44,701 12/31/2019
     IWP292,968$44,701 12/31/2019
First Citizens Bank & Trust Co.265,210$40,465 12/31/2019
     IWP265,210$40,465 12/31/2019
Zions Bancorporation N.A.262,372$40,033 12/31/2019
     IWP262,372$40,033 12/31/2019
Polaris Greystone Financial Group LLC223,264$35,474 12/31/2019
     IWP223,264$35,474 12/31/2019
Equitable Holdings Inc.229,456$35,011 12/31/2019
     IWP229,456$35,011 12/31/2019
Sawtooth Solutions LLC221,031$33,725 12/31/2019
     IWP221,031$33,725 12/31/2019
Keybank National Association OH214,132$32,672 12/31/2019
     IWP214,132$32,672 12/31/2019
Hsbc Holdings PLC205,209$31,311 12/31/2019
     IWP205,209$31,311 12/31/2019
AE Wealth Management LLC196,902$30,043 12/31/2019
     IWP196,902$30,043 12/31/2019
Northwestern Mutual Wealth Management Co.191,900$29,281 12/31/2019
     IWP191,900$29,281 12/31/2019
Noven Financial Group Inc.189,743$28,951 12/31/2019
     IWP189,743$28,951 12/31/2019
Brinker Capital Inc.177,150$27,030 12/31/2019
     IWP177,150$27,030 12/31/2019
Creative Planning173,519$26,476 12/31/2019
     IWP173,519$26,476 12/31/2019
Cedar Mountain Advisors LLC155,300$23,696 12/31/2019
     IWP155,300$23,696 12/31/2019
AMG National Trust Bank151,930$23,181 12/31/2019
     IWP151,930$23,181 12/31/2019
Fifth Third Bancorp150,744$23,001 12/31/2019
     IWP150,744$23,001 12/31/2019
Wade G W & Inc.150,601$22,979 12/31/2019
     IWP150,601$22,979 12/31/2019
Congress Asset Management Co. MA147,425$22,494 12/31/2019
     IWP147,425$22,494 12/31/2019
Baird Financial Group Inc.136,415$20,814 12/31/2019
     IWP136,415$20,814 12/31/2019
UMB Bank N A MO132,790$20,261 12/31/2019
     IWP132,790$20,261 12/31/2019
Badgley Phelps & Bell Inc.131,019$19,991 12/31/2019
     IWP131,019$19,991 12/31/2019
Cambridge Investment Research Advisors Inc.130,573$19,923 12/31/2019
     IWP130,573$19,923 12/31/2019
Sunbelt Securities Inc.488$18,603 12/31/2019
     IWP488$18,603 12/31/2019
BOKF NA118,906$18,143 12/31/2019
     IWP118,906$18,143 12/31/2019
Covenant Multifamily Offices LLC116,713$17,726 12/31/2019
     IWP116,713$17,726 12/31/2019
Citigroup Inc.114,214$17,427 12/31/2019
     IWP114,214$17,427 12/31/2019
Assetmark Inc.114,131$17,414 12/31/2019
     IWP114,131$17,414 12/31/2019
Insight Wealth Strategies LLC113,602$17,333 12/31/2019
     IWP113,602$17,333 12/31/2019
Bishop & Co Investment Management LLC112,947$17,233 12/31/2019
     IWP112,947$17,233 12/31/2019
One Capital Management LLC112,860$17,220 12/31/2019
     IWP112,860$17,220 12/31/2019
NorthRock Partners LLC106,685$16,278 12/31/2019
     IWP106,685$16,278 12/31/2019
Integrated Investment Consultants LLC103,492$15,791 12/31/2019
     IWP103,492$15,791 12/31/2019
BKD Wealth Advisors LLC102,894$15,700 12/31/2019
     IWP102,894$15,700 12/31/2019
First Republic Investment Management Inc.102,793$15,684 12/31/2019
     IWP102,793$15,684 12/31/2019
Accredited Investors Inc.101,318$15,459 12/31/2019
     IWP101,318$15,459 12/31/2019
GenWealth Group Inc.97,724$14,910 12/31/2019
     IWP97,724$14,910 12/31/2019
EP Wealth Advisors LLC95,407$14,557 12/31/2019
     IWP95,407$14,557 12/31/2019
Cetera Advisors LLC94,899$14,474 12/31/2019
     IWP94,899$14,474 12/31/2019
Comerica Bank86,926$13,657 12/31/2019
     IWP86,926$13,657 12/31/2019
Anfield Capital Management LLC81,520$12,779 12/31/2019
     IWP81,520$12,779 12/31/2019
Bank of New York Mellon Corp83,412$12,728 12/31/2019
     IWP83,412$12,728 12/31/2019
JMG Financial Group Ltd.81,245$12,396 12/31/2019
     IWP81,245$12,396 12/31/2019
MML Investors Services LLC79,939$12,197 12/31/2019
     IWP79,939$12,197 12/31/2019
United Capital Financial Advisers LLC79,040$12,060 12/31/2019
     IWP79,040$12,060 12/31/2019
Wilbanks Smith & Thomas Asset Management LLC76,734$11,708 12/31/2019
     IWP76,734$11,708 12/31/2019
Private Advisor Group LLC76,708$11,705 12/31/2019
     IWP76,708$11,705 12/31/2019
Northern Trust Corp76,664$11,697 12/31/2019
     IWP76,664$11,697 12/31/2019
Stifel Financial Corp76,001$11,586 12/31/2019
     IWP76,001$11,586 12/31/2019
HighTower Advisors LLC67,649$10,319 12/31/2019
     IWP67,649$10,319 12/31/2019
Stearns Financial Services Group67,622$10,318 12/31/2019
     IWP67,622$10,318 12/31/2019
HM Payson & Co.66,750$10,185 12/31/2019
     IWP66,750$10,185 12/31/2019
LBJ Family Wealth Advisors Ltd.82,933$10,084 03/31/2020
     IWP82,933$10,084 03/31/2020
Healthcare of Ontario Pension Plan Trust Fund59,000$9,002 12/31/2019
     IWP59,000$9,002 12/31/2019
Taylor Cottrill Erickson & Associates Inc.58,848$8,979 12/31/2019
     IWP58,848$8,979 12/31/2019
Advisor Group Inc.58,714$8,963 12/31/2019
     IWP58,714$8,963 12/31/2019
MUFG Americas Holdings Corp58,412$8,912 12/31/2019
     IWP58,412$8,912 12/31/2019
Steward Partners Investment Advisory LLC58,247$8,887 12/31/2019
     IWP58,247$8,887 12/31/2019
Karp Capital Management Corp57,857$8,828 12/31/2019
     IWP57,857$8,828 12/31/2019
Truepoint Inc.56,231$8,580 12/31/2019
     IWP56,231$8,580 12/31/2019
TCG Advisors LP53,268$8,128 12/31/2019
     IWP53,268$8,128 12/31/2019
RMB Capital Management LLC51,516$7,860 12/31/2019
     IWP51,516$7,860 12/31/2019
Wesbanco Bank Inc.51,466$7,852 12/31/2019
     IWP51,466$7,852 12/31/2019
Connecticut Wealth Management LLC51,453$7,851 12/31/2019
     IWP51,453$7,851 12/31/2019
Pinnacle Financial Partners Inc.49,457$7,546 12/31/2019
     IWP49,457$7,546 12/31/2019
BlackRock Inc.48,597$7,415 12/31/2019
     IWP48,597$7,415 12/31/2019
HWG Holdings LP48,232$7,359 12/31/2019
     IWP48,232$7,359 12/31/2019
RNC Capital Management LLC47,893$7,308 12/31/2019
     IWP47,893$7,308 12/31/2019
Forte Capital LLC ADV47,609$7,264 12/31/2019
     IWP47,609$7,264 12/31/2019
KMG Fiduciary Partners LLC47,400$7,232 12/31/2019
     IWP47,400$7,232 12/31/2019
Mariner LLC45,564$6,952 12/31/2019
     IWP45,564$6,952 12/31/2019
Crescent Grove Advisors LLC43,751$6,676 12/31/2019
     IWP43,751$6,676 12/31/2019
Braun Bostich & Associates Inc.42,943$6,620 12/31/2019
     IWP42,943$6,620 12/31/2019
Bank of Montreal Can41,519$6,334 12/31/2019
     IWP41,519$6,334 12/31/2019
B. Riley Wealth Management Inc.41,093$6,270 12/31/2019
     IWP41,093$6,270 12/31/2019
Strategic Wealth Partners Group LLC40,665$6,205 12/31/2019
     IWP40,665$6,205 12/31/2019
Brookstone Capital Management40,561$6,189 12/31/2019
     IWP40,561$6,189 12/31/2019
Insight 2811 Inc.39,491$6,026 12/31/2019
     IWP39,491$6,026 12/31/2019
Barrett Asset Management LLC39,495$6,026 12/31/2019
     IWP39,495$6,026 12/31/2019
Sequent Asset Management LLC38,660$5,899 12/31/2019
     IWP38,660$5,899 12/31/2019
Janney Montgomery Scott LLC38,633$5,895 12/31/2019
     IWP38,633$5,895 12/31/2019
Platte River Wealth Advisors LLC37,423$5,761 12/31/2019
     IWP37,423$5,761 12/31/2019
FSA Wealth Management LLC37,710$5,754 12/31/2019
     IWP37,710$5,754 12/31/2019
GHP Investment Advisors Inc.36,833$5,620 12/31/2019
     IWP36,833$5,620 12/31/2019
First Merchants Corp36,661$5,594 12/31/2019
     IWP36,661$5,594 12/31/2019
First Midwest Bank Trust Division36,053$5,501 12/31/2019
     IWP36,053$5,501 12/31/2019
CWM LLC35,914$5,480 12/31/2019
     IWP35,914$5,480 12/31/2019
Cetera Advisor Networks LLC35,321$5,367 12/31/2019
     IWP35,321$5,367 12/31/2019
Foundations Investment Advisors LLC34,739$5,355 12/31/2019
     IWP34,739$5,355 12/31/2019
Whitnell & Co.34,444$5,255 12/31/2019
     IWP34,444$5,255 12/31/2019
Eaton Vance Management33,899$5,172 12/31/2019
     IWP33,899$5,172 12/31/2019
Chicago Wealth Management Inc.33,796$5,157 12/31/2019
     IWP33,796$5,157 12/31/2019
Peapack Gladstone Financial Corp32,532$4,963 12/31/2019
     IWP32,532$4,963 12/31/2019
Heron Financial Group LLC29,640$4,735 12/31/2019
     IWP29,640$4,735 12/31/2019
Sigma Planning Corp30,717$4,687 12/31/2019
     IWP30,717$4,687 12/31/2019
Paracle Advisors LLC30,565$4,663 12/31/2019
     IWP30,565$4,663 12/31/2019
Lighthouse Financial Advisors Inc.29,814$4,549 12/31/2019
     IWP29,814$4,549 12/31/2019
L & S Advisors Inc29,610$4,518 12/31/2019
     IWP29,610$4,518 12/31/2019
Blair William & Co. IL27,465$4,191 12/31/2019
     IWP27,465$4,191 12/31/2019
Stonebridge Capital Advisors LLC27,126$4,139 12/31/2019
     IWP27,126$4,139 12/31/2019
Fluent Financial LLC27,043$4,126 12/31/2019
     IWP27,043$4,126 12/31/2019
First National Trust Co26,622$4,062 12/31/2019
     IWP26,622$4,062 12/31/2019
Tocqueville Asset Management L.P.26,026$3,971 12/31/2019
     IWP26,026$3,971 12/31/2019
Sei Investments Co.25,466$3,885 12/31/2019
     IWP25,466$3,885 12/31/2019
Parsec Financial Management Inc.25,430$3,880 12/31/2019
     IWP25,430$3,880 12/31/2019
Corundum Group Inc.24,862$3,793 12/31/2019
     IWP24,862$3,793 12/31/2019
Occidental Asset Management LLC24,679$3,766 12/31/2019
     IWP24,679$3,766 12/31/2019
Glenmede Trust Co. NA24,186$3,689 12/31/2019
     IWP24,186$3,689 12/31/2019
AdvisorNet Financial Inc22,809$3,480 12/31/2019
     IWP22,809$3,480 12/31/2019
NEXT Financial Group Inc21,977$3,353 12/31/2019
     IWP21,977$3,353 12/31/2019
Meeder Asset Management Inc.21,369$3,260 12/31/2019
     IWP21,369$3,260 12/31/2019
Cerity Partners LLC21,173$3,230 12/31/2019
     IWP21,173$3,230 12/31/2019
McKinley Carter Wealth Services Inc.20,952$3,197 12/31/2019
     IWP20,952$3,197 12/31/2019
Courier Capital LLC20,301$3,170 12/31/2019
     IWP20,301$3,170 12/31/2019
Stratos Wealth Partners LTD.20,756$3,167 12/31/2019
     IWP20,756$3,167 12/31/2019
Fred Alger Management LLC20,398$3,112 12/31/2019
     IWP20,398$3,112 12/31/2019
XML Financial LLC20,149$3,074 12/31/2019
     IWP20,149$3,074 12/31/2019
Acima Private Wealth LLC20,050$3,059 12/31/2019
     IWP20,050$3,059 12/31/2019
Eukles Asset Management19,696$3,005 12/31/2019
     IWP19,696$3,005 12/31/2019
Mathes Company Inc.19,415$2,962 12/31/2019
     IWP19,415$2,962 12/31/2019
Nwam LLC18,748$2,861 12/31/2019
     IWP18,748$2,861 12/31/2019
Captrust Financial Advisors17,926$2,763 12/31/2019
     IWP17,926$2,763 12/31/2019
Starfire Investment Advisers Inc.18,012$2,748 12/31/2019
     IWP18,012$2,748 12/31/2019
Bessemer Group Inc.17,829$2,719 12/31/2019
     IWP17,829$2,719 12/31/2019
Brighton Jones LLC17,743$2,707 12/31/2019
     IWP17,743$2,707 12/31/2019
Regions Financial Corp17,486$2,668 12/31/2019
     IWP17,486$2,668 12/31/2019
Mycio Wealth Partners LLC17,314$2,642 12/31/2019
     IWP17,314$2,642 12/31/2019
OLD National Bancorp IN17,261$2,634 12/31/2019
     IWP17,261$2,634 12/31/2019
MV Capital Management Inc.17,122$2,612 12/31/2019
     IWP17,122$2,612 12/31/2019
Aprio Wealth Management LLC17,114$2,611 12/31/2019
     IWP17,114$2,611 12/31/2019
Atlas Brown Inc.16,508$2,519 12/31/2019
     IWP16,508$2,519 12/31/2019
Ford Financial Group Inc.16,262$2,481 12/31/2019
     IWP16,262$2,481 12/31/2019
HMS Capital Management LLC $2,441 12/31/2019
     IWP20,494$3,127 12/31/2019
     Put4,500$686 12/31/2019
D.A. Davidson & CO.15,957$2,435 12/31/2019
     IWP15,957$2,435 12/31/2019
Disciplined Growth Investors Inc. MN15,463$2,359 12/31/2019
     IWP15,463$2,359 12/31/2019
Powell Investment Advisors LLC15,059$2,298 12/31/2019
     IWP15,059$2,298 12/31/2019
First Allied Advisory Services Inc.14,981$2,287 12/31/2019
     IWP14,981$2,287 12/31/2019
FTB Advisors Inc.14,744$2,249 12/31/2019
     IWP14,744$2,249 12/31/2019
Cibc Bank USA14,736$2,248 12/31/2019
     IWP14,736$2,248 12/31/2019
CAMG Solamere Management LLC14,585$2,225 12/31/2019
     IWP14,585$2,225 12/31/2019
Atticus Wealth Management LLC14,515$2,215 12/31/2019
     IWP14,515$2,215 12/31/2019
Partnervest Advisory Services LLC14,328$2,186 12/31/2019
     IWP14,328$2,186 12/31/2019
LeJeune Puetz Investment Counsel LLC14,260$2,176 12/31/2019
     IWP14,260$2,176 12/31/2019
Warren Averett Asset Management LLC13,662$2,169 12/31/2019
     IWP13,662$2,169 12/31/2019
Windsor Group LTD14,107$2,153 12/31/2019
     IWP14,107$2,153 12/31/2019
MCF Advisors LLC13,889$2,119 12/31/2019
     IWP13,889$2,119 12/31/2019
Glenview Trust Co13,846$2,113 12/31/2019
     IWP13,846$2,113 12/31/2019
Investment Partners LTD.13,720$2,093 12/31/2019
     IWP13,720$2,093 12/31/2019
Huntington National Bank13,701$2,090 12/31/2019
     IWP13,701$2,090 12/31/2019
Global Wealth Management Investment Advisory Inc.13,663$2,085 12/31/2019
     IWP13,663$2,085 12/31/2019
Sandy Spring Bank13,601$2,076 12/31/2019
     IWP13,601$2,076 12/31/2019
Sage Financial Group Inc.13,545$2,067 12/31/2019
     IWP13,545$2,067 12/31/2019
EisnerAmper Wealth Management Corporate Benefits LLC16,851$2,049 03/31/2020
     IWP16,851$2,049 03/31/2020
CENTRAL TRUST Co13,223$2,017 12/31/2019
     IWP13,223$2,017 12/31/2019
Calamos Wealth Management LLC13,182$2,011 12/31/2019
     IWP13,182$2,011 12/31/2019
Tsfg LLC12,939$1,974 12/31/2019
     IWP12,939$1,974 12/31/2019
Sailer Financial LLC12,850$1,961 12/31/2019
     IWP12,850$1,961 12/31/2019
Personal Resources Investment & Strategic Management Inc.12,655$1,931 12/31/2019
     IWP12,655$1,931 12/31/2019
Voya Investment Management LLC12,539$1,913 12/31/2019
     IWP12,539$1,913 12/31/2019
Highland Capital Management LLC12,506$1,908 12/31/2019
     IWP12,506$1,908 12/31/2019
Prospera Financial Services Inc12,415$1,894 12/31/2019
     IWP12,415$1,894 12/31/2019
Ameritas Investment Company LLC12,283$1,874 12/31/2019
     IWP12,283$1,874 12/31/2019
Rathbone Brothers plc12,104$1,847 12/31/2019
     IWP12,104$1,847 12/31/2019
Jane Street Group LLC12,105$1,847 12/31/2019
     IWP12,105$1,847 12/31/2019
Johnson Financial Group Inc.11,938$1,822 12/31/2019
     IWP11,938$1,822 12/31/2019
Beacon Pointe Advisors LLC11,859$1,807 12/31/2019
     IWP11,859$1,807 12/31/2019
Oppenheimer & Co. Inc.11,829$1,805 12/31/2019
     IWP11,829$1,805 12/31/2019
ACG Wealth11,787$1,799 12/31/2019
     IWP11,787$1,799 12/31/2019
Thrivent Financial for Lutherans11,721$1,788 12/31/2019
     IWP11,721$1,788 12/31/2019
Menard Financial Group LLC11,635$1,775 12/31/2019
     IWP11,635$1,775 12/31/2019
Capital Directions Investment Advisors LLC11,560$1,764 12/31/2019
     IWP11,560$1,764 12/31/2019
Colony Group LLC11,368$1,735 12/31/2019
     IWP11,368$1,735 12/31/2019
Cetera Investment Advisers10,812$1,653 12/31/2019
     IWP10,812$1,653 12/31/2019
Thomasville National Bank11,583$1,637 03/31/2020
     IWP11,583$1,637 03/31/2020
McNaughton Wealth Management LLC10,720$1,634 12/31/2019
     IWP10,720$1,634 12/31/2019
Kovitz Investment Group Partners LLC10,677$1,629 12/31/2019
     IWP10,677$1,629 12/31/2019
Amarillo National Bank10,667$1,627 12/31/2019
     IWP10,667$1,627 12/31/2019
BDO Wealth Advisors LLC10,341$1,578 12/31/2019
     IWP10,341$1,578 12/31/2019
American International Group Inc.10,294$1,571 12/31/2019
     IWP10,294$1,571 12/31/2019
Independent Advisor Alliance10,276$1,568 12/31/2019
     IWP10,276$1,568 12/31/2019
FCG Advisors LLC10,007$1,527 12/31/2019
     IWP10,007$1,527 12/31/2019
Waddell & Reed Financial Inc.9,872$1,506 12/31/2019
     IWP9,872$1,506 12/31/2019
Arden Trust Co9,819$1,498 12/31/2019
     IWP9,819$1,498 12/31/2019
Veritable L.P.9,643$1,471 12/31/2019
     IWP9,643$1,471 12/31/2019
BHK Investment Advisors LLC9,486$1,447 12/31/2019
     IWP9,486$1,447 12/31/2019
GWM Advisors LLC9,461$1,443 12/31/2019
     IWP9,461$1,443 12/31/2019
BBVA USA Bancshares Inc.9,450$1,442 12/31/2019
     IWP9,450$1,442 12/31/2019
MAI Capital Management9,342$1,425 12/31/2019
     IWP9,342$1,425 12/31/2019
AdvicePeriod LLC9,230$1,408 12/31/2019
     IWP9,230$1,408 12/31/2019
Janus Henderson Group PLC9,139$1,394 12/31/2019
     IWP9,139$1,394 12/31/2019
Transform Wealth LLC9,099$1,388 12/31/2019
     IWP9,099$1,388 12/31/2019
Clearstead Advisors LLC9,084$1,386 12/31/2019
     IWP9,084$1,386 12/31/2019
Private Capital Group LLC9,024$1,376 12/31/2019
     IWP9,024$1,376 12/31/2019
IMS Capital Management11,242$1,367 03/31/2020
     IWP11,242$1,367 03/31/2020
Whittier Trust Co.8,775$1,339 12/31/2019
     IWP8,775$1,339 12/31/2019
Tower Research Capital LLC TRC 8,691$1,326 12/31/2019
     IWP8,691$1,326 12/31/2019
Broadleaf Partners LLC8,669$1,323 12/31/2019
     IWP8,669$1,323 12/31/2019
Rockland Trust Co.8,613$1,314 12/31/2019
     IWP8,613$1,314 12/31/2019
Haverford Trust Co.8,589$1,311 12/31/2019
     IWP8,589$1,311 12/31/2019
Cordatus Wealth Management LLC8,494$1,296 12/31/2019
     IWP8,494$1,296 12/31/2019
Avantax Advisory Services Inc.8,460$1,291 12/31/2019
     IWP8,460$1,291 12/31/2019
Kayne Anderson Rudnick Investment Management LLC8,217$1,254 12/31/2019
     IWP8,217$1,254 12/31/2019
Financial Counselors Inc.8,049$1,228 12/31/2019
     IWP8,049$1,228 12/31/2019
Cranbrook Wealth Management LLC7,955$1,214 12/31/2019
     IWP7,955$1,214 12/31/2019
Oppenheimer Asset Management Inc.7,795$1,190 12/31/2019
     IWP7,795$1,190 12/31/2019
Susquehanna International Group LLP $1,175 12/31/2019
     Call7,700$1,175 12/31/2019
Tiedemann Advisors LLC7,683$1,171 12/31/2019
     IWP7,683$1,171 12/31/2019
First National Bank Sioux Falls7,645$1,166 12/31/2019
     IWP7,645$1,166 12/31/2019
Eqis Capital Management Inc.7,569$1,155 12/31/2019
     IWP7,569$1,155 12/31/2019
Segall Bryant & Hamill LLC7,545$1,150 12/31/2019
     IWP7,545$1,150 12/31/2019
Brickley Wealth Management7,455$1,137 12/31/2019
     IWP7,455$1,137 12/31/2019
Freestone Capital Holdings LLC7,245$1,105 12/31/2019
     IWP7,245$1,105 12/31/2019
PFG Private Wealth Management LLC7,222$1,102 12/31/2019
     IWP7,222$1,102 12/31/2019
Legacy Bridge LLC7,210$1,100 12/31/2019
     IWP7,210$1,100 12/31/2019
Alesco Advisors LLC7,150$1,091 12/31/2019
     IWP7,150$1,091 12/31/2019
Stephenson National Bank & Trust7,115$1,086 12/31/2019
     IWP7,115$1,086 12/31/2019
Financial Advisory Service Inc.7,109$1,085 12/31/2019
     IWP7,109$1,085 12/31/2019
Berman Capital Advisors LLC7,107$1,084 12/31/2019
     IWP7,107$1,084 12/31/2019
Proequities Inc.6,953$1,061 12/31/2019
     IWP6,953$1,061 12/31/2019
Murphy Capital Management Inc.6,899$1,052 12/31/2019
     IWP6,899$1,052 12/31/2019
Wedgewood Investors Inc. PA6,814$1,040 12/31/2019
     IWP6,814$1,040 12/31/2019
Orion Portfolio Solutions LLC6,762$1,032 12/31/2019
     IWP6,762$1,032 12/31/2019
Great Valley Advisor Group Inc.6,722$1,026 12/31/2019
     IWP6,722$1,026 12/31/2019
Silvercrest Asset Management Group LLC6,704$1,023 12/31/2019
     IWP6,704$1,023 12/31/2019
Certified Advisory Corp6,666$1,017 12/31/2019
     IWP6,666$1,017 12/31/2019
Mutual Advisors LLC6,537$997 12/31/2019
     IWP6,537$997 12/31/2019
BTC Capital Management Inc.6,473$988 12/31/2019
     IWP6,473$988 12/31/2019
Prestige Wealth Management Group LLC6,276$957 12/31/2019
     IWP6,276$957 12/31/2019
MA Private Wealth6,245$953 12/31/2019
     IWP6,245$953 12/31/2019
BlueSky Wealth Advisors LLC6,008$938 12/31/2019
     IWP6,008$938 12/31/2019
Summit Financial Group Inc.7,710$937 03/31/2020
     IWP7,710$937 03/31/2020
First Command Bank6,099$931 12/31/2019
     IWP6,099$931 12/31/2019
First Command Financial Services Inc.6,099$931 12/31/2019
     IWP6,099$931 12/31/2019
Kingsview Wealth Management LLC6,016$918 12/31/2019
     IWP6,016$918 12/31/2019
Brown Advisory Inc.5,970$911 12/31/2019
     IWP5,970$911 12/31/2019
Raymond James Trust N.A.5,887$898 12/31/2019
     IWP5,887$898 12/31/2019
Canandaigua National Bank & Trust Co.5,734$875 12/31/2019
     IWP5,734$875 12/31/2019
Cadence Bank NA5,683$867 12/31/2019
     IWP5,683$867 12/31/2019
BRYN MAWR TRUST Co5,678$866 12/31/2019
     IWP5,678$866 12/31/2019
Franklin Resources Inc.5,591$853 12/31/2019
     IWP5,591$853 12/31/2019
Burleson & Company LLC5,329$847 12/31/2019
     IWP5,329$847 12/31/2019
United Capital Management of KS Inc.5,551$847 12/31/2019
     IWP5,551$847 12/31/2019
Boston Private Wealth LLC5,544$846 12/31/2019
     IWP5,544$846 12/31/2019
Oxford Financial Group Ltd.5,525$843 12/31/2019
     IWP5,525$843 12/31/2019
Key Financial Inc5,503$840 12/31/2019
     IWP5,503$840 12/31/2019
Washington Capital Management Inc.5,450$832 12/31/2019
     IWP5,450$832 12/31/2019
Marshall Financial Group Inc. ADV5,386$822 12/31/2019
     IWP5,386$822 12/31/2019
Aft Forsyth & Company Inc.5,374$820 12/31/2019
     IWP5,374$820 12/31/2019
Cooper Financial Group5,264$803 12/31/2019
     IWP5,264$803 12/31/2019
Biondo Investment Advisors LLC5,218$796 12/31/2019
     IWP5,218$796 12/31/2019
Autus Asset Management LLC5,165$788 12/31/2019
     IWP5,165$788 12/31/2019
Global Trust Asset Management LLC5,145$785 12/31/2019
     IWP5,145$785 12/31/2019
Heritage Wealth Advisors5,091$777 12/31/2019
     IWP5,091$777 12/31/2019
People s United Financial Inc.5,059$772 12/31/2019
     IWP5,059$772 12/31/2019
Parametric Portfolio Associates LLC5,036$768 12/31/2019
     IWP5,036$768 12/31/2019
Country Club Trust Company n.a.5,005$762 12/31/2019
     IWP5,005$762 12/31/2019
Capital Analysts LLC4,975$759 12/31/2019
     IWP4,975$759 12/31/2019
Quadrant Capital Group LLC5,001$759 12/31/2019
     IWP5,001$759 12/31/2019
Integrated Wealth Concepts LLC4,931$752 12/31/2019
     IWP4,931$752 12/31/2019
Reynders McVeigh Capital Management LLC4,925$751 12/31/2019
     IWP4,925$751 12/31/2019
Eldridge Investment Advisors Inc.4,914$750 12/31/2019
     IWP4,914$750 12/31/2019
Mission Wealth Management LP4,888$746 12/31/2019
     IWP4,888$746 12/31/2019
First United Bank Trust4,880$745 12/31/2019
     IWP4,880$745 12/31/2019
BT Wealth Management LLC4,853$740 12/31/2019
     IWP4,853$740 12/31/2019
Private Portfolio Partners LLC4,824$736 12/31/2019
     IWP4,824$736 12/31/2019
Advisory Services Network LLC4,788$731 12/31/2019
     IWP4,788$731 12/31/2019
Harbor Investment Advisory LLC4,755$726 12/31/2019
     IWP4,755$726 12/31/2019
Smith Capital Management Inc. AR ADV4,751$725 12/31/2019
     IWP4,751$725 12/31/2019
Linscomb & Williams Inc.4,736$723 12/31/2019
     IWP4,736$723 12/31/2019
Kore Private Wealth LLC4,685$715 12/31/2019
     IWP4,685$715 12/31/2019
Nations Financial Group Inc. IA ADV4,657$711 12/31/2019
     IWP4,657$711 12/31/2019
Millennium Management LLC4,651$710 12/31/2019
     IWP4,651$710 12/31/2019
Bank of Nova Scotia4,532$690 12/31/2019
     IWP4,532$690 12/31/2019
Castleark Management LLC4,500$687 12/31/2019
     IWP4,500$687 12/31/2019
FineMark National Bank & Trust4,485$684 12/31/2019
     IWP4,485$684 12/31/2019
Venture Visionary Partners LLC4,306$657 12/31/2019
     IWP4,306$657 12/31/2019
Comerica Securities Inc.4,269$651 12/31/2019
     IWP4,269$651 12/31/2019
Greenleaf Trust4,196$640 12/31/2019
     IWP4,196$640 12/31/2019
Atria Investments LLC4,196$640 12/31/2019
     IWP4,196$640 12/31/2019
Appleton Partners Inc. MA4,139$632 12/31/2019
     IWP4,139$632 12/31/2019
Garrison Point Advisors LLC4,139$632 12/31/2019
     IWP4,139$632 12/31/2019
TCF National Bank4,128$630 12/31/2019
     IWP4,128$630 12/31/2019
Burt Wealth Advisors4,117$628 12/31/2019
     IWP4,117$628 12/31/2019
United Asset Strategies Inc.4,100$626 12/31/2019
     IWP4,100$626 12/31/2019
Private Trust Co. NA4,099$625 12/31/2019
     IWP4,099$625 12/31/2019
Csenge Advisory Group4,074$622 12/31/2019
     IWP4,074$622 12/31/2019
Capital Square LLC4,026$614 12/31/2019
     IWP4,026$614 12/31/2019
Honkamp Krueger Financial Services Inc.4,018$613 12/31/2019
     IWP4,018$613 12/31/2019
Capital Financial Planning LLC4,020$613 12/31/2019
     IWP4,020$613 12/31/2019
Harbour Capital Advisors LLC3,965$605 12/31/2019
     IWP3,965$605 12/31/2019
Cahaba Wealth Management Inc.3,970$605 12/31/2019
     IWP3,970$605 12/31/2019
Total Wealth Planning LLC3,952$603 12/31/2019
     IWP3,952$603 12/31/2019
Financial Advocates Investment Management3,944$602 12/31/2019
     IWP3,944$602 12/31/2019
1ST Source Bank3,930$600 12/31/2019
     IWP3,930$600 12/31/2019
SeaCrest Wealth Management LLC3,919$598 12/31/2019
     IWP3,919$598 12/31/2019
Lcnb Corp3,891$594 12/31/2019
     IWP3,891$594 12/31/2019
Signaturefd LLC3,893$594 12/31/2019
     IWP3,893$594 12/31/2019
Citadel Advisors LLC3,881$592 12/31/2019
     IWP3,881$592 12/31/2019
Voya Financial Advisors Inc.3,835$584 12/31/2019
     IWP3,835$584 12/31/2019
Cohen Capital Management Inc.3,805$581 12/31/2019
     IWP3,805$581 12/31/2019
Gilbert & Cook Inc.3,806$581 12/31/2019
     IWP3,806$581 12/31/2019
Renaissance Technologies LLC3,800$580 12/31/2019
     IWP3,800$580 12/31/2019
Shepherd Kaplan Krochuk LLC3,802$580 12/31/2019
     IWP3,802$580 12/31/2019
Sharkey Howes & Javer3,772$576 12/31/2019
     IWP3,772$576 12/31/2019
Arvest Bank Trust Division3,749$572 12/31/2019
     IWP3,749$572 12/31/2019
Corient Capital Partners LLC3,730$569 12/31/2019
     IWP3,730$569 12/31/2019
Elevated Capital Advisors LLC3,712$566 12/31/2019
     IWP3,712$566 12/31/2019
Madison Asset Management LLC3,667$560 12/31/2019
     IWP3,667$560 12/31/2019
Snow Capital Management LP3,645$556 12/31/2019
     IWP3,645$556 12/31/2019
Dakota Wealth Management3,630$554 12/31/2019
     IWP3,630$554 12/31/2019
CMC Financial Group3,547$541 12/31/2019
     IWP3,547$541 12/31/2019
Lion Street Advisors LLC3,498$536 12/31/2019
     IWP3,498$536 12/31/2019
Mosaic Family Wealth LLC3,456$527 12/31/2019
     IWP3,456$527 12/31/2019
Rossmore Private Capital3,454$527 12/31/2019
     IWP3,454$527 12/31/2019
Beacon Pointe Wealth Advisors LLC3,416$523 12/31/2019
     IWP3,416$523 12/31/2019
Boys Arnold & Co. Inc.3,394$518 12/31/2019
     IWP3,394$518 12/31/2019
Mercer Global Advisors Inc. ADV3,389$517 12/31/2019
     IWP3,389$517 12/31/2019
Manchester Capital Management LLC3,367$514 12/31/2019
     IWP3,367$514 12/31/2019
LifePlan Financial Group Inc3,333$509 12/31/2019
     IWP3,333$509 12/31/2019
Moneta Group Investment Advisors LLC3,310$505 12/31/2019
     IWP3,310$505 12/31/2019
Eastern Bank3,194$486 12/31/2019
     IWP3,194$486 12/31/2019
Squar Milner Financial Services LLC3,190$486 12/31/2019
     IWP3,190$486 12/31/2019
Soltis Investment Advisors LLC3,120$476 12/31/2019
     IWP3,120$476 12/31/2019
Simon Quick Advisors LLC3,032$463 12/31/2019
     IWP3,032$463 12/31/2019
Barclays PLC3,030$462 12/31/2019
     IWP3,030$462 12/31/2019
Girard Partners LTD.3,017$460 12/31/2019
     IWP3,017$460 12/31/2019
Tranquility Partners LLC3,006$459 12/31/2019
     IWP3,006$459 12/31/2019
Argent Trust Co2,988$456 12/31/2019
     IWP2,988$456 12/31/2019
Allen Investment Management LLC2,969$453 12/31/2019
     IWP2,969$453 12/31/2019
Belpointe Asset Management LLC2,962$452 12/31/2019
     IWP2,962$452 12/31/2019
GYL Financial Synergies LLC2,955$451 12/31/2019
     IWP2,955$451 12/31/2019
Fiduciary Trust Co.2,944$449 12/31/2019
     IWP2,944$449 12/31/2019
Telemus Capital LLC2,922$446 12/31/2019
     IWP2,922$446 12/31/2019
IFP Advisors Inc2,904$444 12/31/2019
     IWP2,904$444 12/31/2019
Pathway Financial Advisors LLC2,800$444 12/31/2019
     IWP2,800$444 12/31/2019
Great Lakes Advisors LLC2,875$439 12/31/2019
     IWP2,875$439 12/31/2019
Western Wealth Management LLC2,876$439 12/31/2019
     IWP2,876$439 12/31/2019
YorkBridge Wealth Partners LLC2,868$438 12/31/2019
     IWP2,868$438 12/31/2019
Retirement Income Solutions Inc2,857$436 12/31/2019
     IWP2,857$436 12/31/2019
IHT Wealth Management LLC2,850$435 12/31/2019
     IWP2,850$435 12/31/2019
Aspiriant LLC2,830$433 12/31/2019
     IWP2,830$433 12/31/2019
Wealthspire Advisors L.P.2,803$428 12/31/2019
     IWP2,803$428 12/31/2019
J.W. Cole Advisors Inc.2,786$425 12/31/2019
     IWP2,786$425 12/31/2019
Westfield Capital Management Co. LP2,780$424 12/31/2019
     IWP2,780$424 12/31/2019
Clearwater Capital Advisors LLC2,763$422 12/31/2019
     IWP2,763$422 12/31/2019
Signet Financial Management LLC2,736$418 12/31/2019
     IWP2,736$418 12/31/2019
SVA Wealth Management LLC2,732$417 12/31/2019
     IWP2,732$417 12/31/2019
Capital Wealth Planning LLC2,720$415 12/31/2019
     IWP2,720$415 12/31/2019
Davis R M Inc.2,683$409 12/31/2019
     IWP2,683$409 12/31/2019
Associated Banc Corp2,648$404 12/31/2019
     IWP2,648$404 12/31/2019
Verdence Capital Advisors LLC2,641$403 12/31/2019
     IWP2,641$403 12/31/2019
Parallel Advisors LLC2,609$398 12/31/2019
     IWP2,609$398 12/31/2019
Meridian Management Co.2,600$397 12/31/2019
     IWP2,600$397 12/31/2019
Park Avenue Securities LLC2,566$392 12/31/2019
     IWP2,566$392 12/31/2019
Wrapmanager Inc.2,549$389 12/31/2019
     IWP2,549$389 12/31/2019
Financial Insights Inc.2,546$388 12/31/2019
     IWP2,546$388 12/31/2019
National Asset Management Inc.2,530$387 12/31/2019
     IWP2,530$387 12/31/2019
Boothbay Fund Management LLC2,505$382 12/31/2019
     IWP2,505$382 12/31/2019
Liberty Capital Management Inc.2,493$380 12/31/2019
     IWP2,493$380 12/31/2019
Global Retirement Partners LLC2,482$379 12/31/2019
     IWP2,482$379 12/31/2019
Financial Sense Advisors Inc.2,474$378 12/31/2019
     IWP2,474$378 12/31/2019
Iron Financial LLC2,470$377 12/31/2019
     IWP2,470$377 12/31/2019
Cypress Wealth Services LLC2,454$374 12/31/2019
     IWP2,454$374 12/31/2019
Essex Savings Bank2,447$373 12/31/2019
     IWP2,447$373 12/31/2019
Essex Investment Management Co. LLC2,425$370 12/31/2019
     IWP2,425$370 12/31/2019
Whittier Trust Co. of Nevada Inc.2,428$370 12/31/2019
     IWP2,428$370 12/31/2019
Trexquant Investment LP2,418$369 12/31/2019
     IWP2,418$369 12/31/2019
Icon Wealth Partners LLC2,417$369 12/31/2019
     IWP2,417$369 12/31/2019
Commerzbank Aktiengesellschaft FI2,408$367 12/31/2019
     IWP2,408$367 12/31/2019
South State Corp2,371$362 12/31/2019
     IWP2,371$362 12/31/2019
Ballentine Partners LLC2,330$356 12/31/2019
     IWP2,330$356 12/31/2019
Rockefeller Capital Management L.P.2,330$356 12/31/2019
     IWP2,330$356 12/31/2019
Smith Salley & Associates2,329$355 12/31/2019
     IWP2,329$355 12/31/2019
V Wealth Advisors LLC2,490$352 12/31/2019
     IWP2,490$352 12/31/2019
Rhumbline Advisers2,295$350 12/31/2019
     IWP2,295$350 12/31/2019
FDx Advisors Inc.2,250$343 12/31/2019
     IWP2,250$343 12/31/2019
Pure Financial Advisors Inc.2,246$343 12/31/2019
     IWP2,246$343 12/31/2019
Armor Investment Advisors LLC2,250$343 12/31/2019
     IWP2,250$343 12/31/2019
Carlton Hofferkamp & Jenks Wealth Management LLC2,198$342 12/31/2019
     IWP2,198$342 12/31/2019
Financial Strategies Group Inc.2,215$338 12/31/2019
     IWP2,215$338 12/31/2019
Smithfield Trust Co.2,211$337 12/31/2019
     IWP2,211$337 12/31/2019
Goelzer Investment Management Inc.2,207$337 12/31/2019
     IWP2,207$337 12/31/2019
Horizon Investment Services LLC2,166$331 12/31/2019
     IWP2,166$331 12/31/2019
Integrated Advisors Network LLC2,148$328 12/31/2019
     IWP2,148$328 12/31/2019
Wealthcare Advisory Partners LLC2,146$327 12/31/2019
     IWP2,146$327 12/31/2019
Vista Wealth Management Group LLC2,132$325 12/31/2019
     IWP2,132$325 12/31/2019
Wealthsource Partners LLC2,123$324 12/31/2019
     IWP2,123$324 12/31/2019
Texas Capital Bank Wealth Management Services Inc.2,123$324 12/31/2019
     IWP2,123$324 12/31/2019
Dougherty Wealth Advisers LLC2,116$323 12/31/2019
     IWP2,116$323 12/31/2019
Plante Moran Financial Advisors LLC2,097$320 12/31/2019
     IWP2,097$320 12/31/2019
Regent Investment Management LLC2,100$320 12/31/2019
     IWP2,100$320 12/31/2019
Ullmann Financial Group Inc.2,078$317 12/31/2019
     IWP2,078$317 12/31/2019
CCG Wealth Management LLC2,067$315 12/31/2019
     IWP2,067$315 12/31/2019
Middleton & Co Inc MA2,050$313 12/31/2019
     IWP2,050$313 12/31/2019
Charles Schwab Trust Co2,051$313 12/31/2019
     IWP2,051$313 12/31/2019
Wetherby Asset Management Inc.2,048$312 12/31/2019
     IWP2,048$312 12/31/2019
MONECO Advisors LLC1,961$312 12/31/2019
     IWP1,961$312 12/31/2019
Baldwin Brothers Inc. MA2,035$311 12/31/2019
     IWP2,035$311 12/31/2019
NTV Asset Management LLC2,027$309 12/31/2019
     IWP2,027$309 12/31/2019
PagnatoKarp Partners LLC2,024$309 12/31/2019
     IWP2,024$309 12/31/2019
White Pine Capital LLC2,021$308 12/31/2019
     IWP2,021$308 12/31/2019
Homrich & Berg2,007$306 12/31/2019
     IWP2,007$306 12/31/2019
AJ Wealth Strategies LLC2,004$306 12/31/2019
     IWP2,004$306 12/31/2019
Oakworth Capital Inc.1,970$305 12/31/2019
     IWP1,970$305 12/31/2019
HBK Sorce Advisory LLC1,966$300 12/31/2019
     IWP1,966$300 12/31/2019
Lincoln National Corp1,955$299 12/31/2019
     IWP1,955$299 12/31/2019
Roman Butler Fullerton & Co.1,946$297 12/31/2019
     IWP1,946$297 12/31/2019
Magnus Financial Group LLC1,923$293 12/31/2019
     IWP1,923$293 12/31/2019
Riverbridge Partners LLC1,904$291 12/31/2019
     IWP1,904$291 12/31/2019
First National Bank of Omaha1,891$289 12/31/2019
     IWP1,891$289 12/31/2019
Vista Capital Partners Inc.1,872$285 12/31/2019
     IWP1,872$285 12/31/2019
William Blair Investment Management LLC1,860$284 12/31/2019
     IWP1,860$284 12/31/2019
Sage Capital Advisors llc1,864$284 12/31/2019
     IWP1,864$284 12/31/2019
Virtu Financial LLC1,856$283 12/31/2019
     IWP1,856$283 12/31/2019
Private Capital Management LLC2,000$283 12/31/2019
     IWP2,000$283 12/31/2019
Papp L Roy & Associates1,850$282 12/31/2019
     IWP1,850$282 12/31/2019
Claraphi Advisory Network LLC1,842$281 12/31/2019
     IWP1,842$281 12/31/2019
Hollencrest Capital Management1,798$275 12/31/2019
     IWP1,798$275 12/31/2019
Lazard Asset Management LLC1,800$274 12/31/2019
     IWP1,800$274 12/31/2019
Northwest Wealth Management LLC1,780$272 12/31/2019
     IWP1,780$272 12/31/2019
Valeo Financial Advisors LLC1,785$272 12/31/2019
     IWP1,785$272 12/31/2019
Summit X LLC1,769$271 12/31/2019
     IWP1,769$271 12/31/2019
DAVENPORT & Co LLC1,745$266 12/31/2019
     IWP1,745$266 12/31/2019
Schnieders Capital Management LLC1,745$266 12/31/2019
     IWP1,745$266 12/31/2019
Paradigm Financial Partners LLC1,743$266 12/31/2019
     IWP1,743$266 12/31/2019
Gladstone Institutional Advisory LLC1,732$264 12/31/2019
     IWP1,732$264 12/31/2019
Intersect Capital LLC1,718$262 12/31/2019
     IWP1,718$262 12/31/2019
Valmark Advisers Inc.1,682$257 12/31/2019
     IWP1,682$257 12/31/2019
Macquarie Group Ltd.1,686$257 12/31/2019
     IWP1,686$257 12/31/2019
Smith Moore & CO.1,671$255 12/31/2019
     IWP1,671$255 12/31/2019
Capital Advisors Ltd. LLC1,668$255 12/31/2019
     IWP1,668$255 12/31/2019
Fiera Capital Corp1,650$252 12/31/2019
     IWP1,650$252 12/31/2019
Oxbow Advisors LLC1,640$250 12/31/2019
     IWP1,640$250 12/31/2019
Financial Life Advisors1,641$250 12/31/2019
     IWP1,641$250 12/31/2019
Berkshire Asset Management LLC PA1,629$249 12/31/2019
     IWP1,629$249 12/31/2019
Clark Capital Management Group Inc.1,632$249 12/31/2019
     IWP1,632$249 12/31/2019
Steel Peak Wealth Management LLC1,628$248 12/31/2019
     IWP1,628$248 12/31/2019
Flagship Harbor Advisors LLC1,611$246 12/31/2019
     IWP1,611$246 12/31/2019
Welch & Forbes LLC1,598$244 12/31/2019
     IWP1,598$244 12/31/2019
Ancora Advisors LLC1,601$244 12/31/2019
     IWP1,601$244 12/31/2019
Nicolet Advisory Services LLC1,601$244 12/31/2019
     IWP1,601$244 12/31/2019
Bourgeon Capital Management LLC1,558$238 12/31/2019
     IWP1,558$238 12/31/2019
WealthTrust Axiom LLC1,558$237 12/31/2019
     IWP1,558$237 12/31/2019
Perigon Wealth Management LLC1,539$237 12/31/2019
     IWP1,539$237 12/31/2019
Gratus Capital LLC1,555$237 12/31/2019
     IWP1,555$237 12/31/2019
Texas Yale Capital Corp.1,545$236 12/31/2019
     IWP1,545$236 12/31/2019
Stock Yards Bank & Trust Co.1,545$235 12/31/2019
     IWP1,545$235 12/31/2019
Fernwood Investment Management LLC1,543$235 12/31/2019
     IWP1,543$235 12/31/2019
Private Vista LLC1,542$235 12/31/2019
     IWP1,542$235 12/31/2019
Colorado Capital Management Inc.1,540$235 12/31/2019
     IWP1,540$235 12/31/2019
Chevy Chase Trust Holdings Inc.1,534$234 12/31/2019
     IWP1,534$234 12/31/2019
Balasa Dinverno & Foltz LLC2,324$231 12/31/2019
     IWP2,324$231 12/31/2019
High Falls Advisors Inc1,517$231 12/31/2019
     IWP1,517$231 12/31/2019
S&T Bank PA1,509$230 12/31/2019
     IWP1,509$230 12/31/2019
Carroll Financial Associates Inc.1,496$228 12/31/2019
     IWP1,496$228 12/31/2019
Van Hulzen Asset Management LLC1,497$228 12/31/2019
     IWP1,497$228 12/31/2019
Mastrapasqua Asset Management Inc.1,483$226 12/31/2019
     IWP1,483$226 12/31/2019
Well Done LLC1,469$224 12/31/2019
     IWP1,469$224 12/31/2019
Parsons Capital Management Inc. RI1,462$223 12/31/2019
     IWP1,462$223 12/31/2019
Cambridge Trust Co.1,461$223 12/31/2019
     IWP1,461$223 12/31/2019
Harborview Advisors LLC1,456$222 12/31/2019
     IWP1,456$222 12/31/2019
KCM Investment Advisors LLC1,440$220 12/31/2019
     IWP1,440$220 12/31/2019
Cary Street Partner Investment Advisory LLC1,442$220 12/31/2019
     IWP1,442$220 12/31/2019
Mid Atlantic Financial Management Inc. ADV1,436$219 12/31/2019
     IWP1,436$219 12/31/2019
Oarsman Capital Inc.1,428$218 12/31/2019
     IWP1,428$218 12/31/2019
Aptus Capital Advisors LLC1,433$218 12/31/2019
     IWP1,433$218 12/31/2019
Rinet Co LLC1,425$217 12/31/2019
     IWP1,425$217 12/31/2019
Capital Asset Advisory Services LLC1,328$212 12/31/2019
     IWP1,328$212 12/31/2019
Bragg Financial Advisors Inc1,380$211 12/31/2019
     IWP1,380$211 12/31/2019
Mather Group LLC.1,374$210 12/31/2019
     IWP1,374$210 12/31/2019
9258 Wealth Management LLC1,374$210 12/31/2019
     IWP1,374$210 12/31/2019
Cascadia Advisory Services LLC1,377$210 12/31/2019
     IWP1,377$210 12/31/2019
Centaurus Financial Inc.1,370$209 12/31/2019
     IWP1,370$209 12/31/2019
TBH Global Asset Management LLC1,365$208 12/31/2019
     IWP1,365$208 12/31/2019
Buckingham Asset Management LLC1,352$206 12/31/2019
     IWP1,352$206 12/31/2019
CAPROCK Group Inc.1,346$205 12/31/2019
     IWP1,346$205 12/31/2019
Level Four Advisory Services LLC1,338$205 12/31/2019
     IWP1,338$205 12/31/2019
Sowell Financial Services LLC1,321$202 12/31/2019
     IWP1,321$202 12/31/2019
Nadler Financial Group Inc.1,320$201 12/31/2019
     IWP1,320$201 12/31/2019
Robertson Stephens Wealth Management LLC1,323$201 12/31/2019
     IWP1,323$201 12/31/2019
Berry Group LLC1,319$201 12/31/2019
     IWP1,319$201 12/31/2019
Victory Capital Management Inc.1,275$195 12/31/2019
     IWP1,275$195 12/31/2019
Capital Bank & Trust Co1,212$185 12/31/2019
     IWP1,212$185 12/31/2019
Pathstone Family Office LLC1,163$177 12/31/2019
     IWP1,163$177 12/31/2019
Clear Investment Research LLC1,154$176 12/31/2019
     IWP1,154$176 12/31/2019
West Bancorporation Inc.1,141$174 12/31/2019
     IWP1,141$174 12/31/2019
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA1,100$168 12/31/2019
     IWP1,100$168 12/31/2019
Column Capital Advisors LLC1,084$165 12/31/2019
     IWP1,084$165 12/31/2019
Private Ocean LLC1,041$159 12/31/2019
     IWP1,041$159 12/31/2019
Truewealth LLC1,028$157 12/31/2019
     IWP1,028$157 12/31/2019
Ballast Advisors LLC1,031$157 12/31/2019
     IWP1,031$157 12/31/2019
Cabana LLC1,013$155 12/31/2019
     IWP1,013$155 12/31/2019
Brown Brothers Harriman & Co.1,010$154 12/31/2019
     IWP1,010$154 12/31/2019
Federated Hermes Inc.1,012$154 12/31/2019
     IWP1,012$154 12/31/2019
Sofos Investments Inc.36$153 12/31/2019
     IWP36$153 12/31/2019
City Holding Co.932$142 12/31/2019
     IWP932$142 12/31/2019
Northern Oak Wealth Management Inc.912$139 12/31/2019
     IWP912$139 12/31/2019
Duncker Streett & Co. Inc.895$137 12/31/2019
     IWP895$137 12/31/2019
HBC Financial Services PLLC850$131 12/31/2019
     IWP850$131 12/31/2019
Wolverine Asset Management LLC847$129 12/31/2019
     IWP847$129 12/31/2019
Benjamin F. Edwards & Company Inc.830$127 12/31/2019
     IWP830$127 12/31/2019
Sugarloaf Wealth Management LLC834$127 12/31/2019
     IWP834$127 12/31/2019
Evensky & Katz LLC807$123 12/31/2019
     IWP807$123 12/31/2019
Kings Point Capital Management794$121 12/31/2019
     IWP794$121 12/31/2019
FinTrust Capital Advisors LLC784$120 12/31/2019
     IWP784$120 12/31/2019
Lloyd Advisory Services LLC.748$114 12/31/2019
     IWP748$114 12/31/2019
Vigilant Capital Management LLC725$111 12/31/2019
     IWP725$111 12/31/2019
Providence Capital Advisors LLC730$111 12/31/2019
     IWP730$111 12/31/2019
First National Bank of South Miami700$107 12/31/2019
     IWP700$107 12/31/2019
Acropolis Investment Management LLC694$106 12/31/2019
     IWP694$106 12/31/2019
Archer Investment Corp658$100 12/31/2019
     IWP658$100 12/31/2019
Trust Co629$96 12/31/2019
     IWP629$96 12/31/2019
ERTS Wealth Advisors LLC815$93 12/31/2019
     IWP815$93 12/31/2019
Deutsche Bank AG608$92 12/31/2019
     IWP608$92 12/31/2019
Trustcore Financial Services LLC600$92 12/31/2019
     IWP600$92 12/31/2019
Horan Capital Advisors LLC.540$82 12/31/2019
     IWP540$82 12/31/2019
Permanens Capital L.P.537$82 12/31/2019
     IWP537$82 12/31/2019
First Financial Corp IN530$81 12/31/2019
     IWP530$81 12/31/2019
Citizens Financial Group Inc RI534$81 12/31/2019
     IWP534$81 12/31/2019
Biltmore Family Office LLC508$78 12/31/2019
     IWP508$78 12/31/2019
Financial Enhancement Group LLC500$76 12/31/2019
     IWP500$76 12/31/2019
Patriot Financial Group Insurance Agency LLC495$76 12/31/2019
     IWP495$76 12/31/2019
Ropes Wealth Advisors LLC491$75 12/31/2019
     IWP491$75 12/31/2019
Sterling Investment Advisors Ltd.491$74 12/31/2019
     IWP491$74 12/31/2019
CBIZ Investment Advisory Services LLC482$74 12/31/2019
     IWP482$74 12/31/2019
Enterprise Financial Services Corp471$72 12/31/2019
     IWP471$72 12/31/2019
Financial Architects Inc473$72 12/31/2019
     IWP473$72 12/31/2019
Bogart Wealth LLC470$72 12/31/2019
     IWP470$72 12/31/2019
Cullen Frost Bankers Inc.465$71 12/31/2019
     IWP465$71 12/31/2019
Salem Investment Counselors Inc.457$70 12/31/2019
     IWP457$70 12/31/2019
EPG Wealth Management LLC461$70 12/31/2019
     IWP461$70 12/31/2019
Lakeview Capital Partners LLC454$69 12/31/2019
     IWP454$69 12/31/2019
Jacobi Capital Management LLC433$66 12/31/2019
     IWP433$66 12/31/2019
PSI Advisors LLC434$66 12/31/2019
     IWP434$66 12/31/2019
JNBA Financial Advisors427$65 12/31/2019
     IWP427$65 12/31/2019
Security National Trust Co.423$64 12/31/2019
     IWP423$64 12/31/2019
Clarkston Capital Partners LLC420$64 12/31/2019
     IWP420$64 12/31/2019
Howe & Rusling Inc.404$62 12/31/2019
     IWP404$62 12/31/2019
Jackson Grant Investment Advisers Inc.408$62 12/31/2019
     IWP408$62 12/31/2019
Carmichael Hill & Associates Inc.395$60 12/31/2019
     IWP395$60 12/31/2019
Samalin Investment Counsel LLC386$58 12/31/2019
     IWP386$58 12/31/2019
Pinnacle Bank366$56 12/31/2019
     IWP366$56 12/31/2019
Coastal Investment Advisors Inc.373$56 12/31/2019
     IWP373$56 12/31/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC454$55 03/31/2020
     IWP454$55 03/31/2020
Fortis Advisors LLC357$54 12/31/2019
     IWP357$54 12/31/2019
Optimum Investment Advisors346$53 12/31/2019
     IWP346$53 12/31/2019
Perkins Coie Trust Co345$53 12/31/2019
     IWP345$53 12/31/2019
GSB Wealth Management LLC341$53 12/31/2019
     IWP341$53 12/31/2019
Ambassador Advisors LLC350$53 12/31/2019
     IWP350$53 12/31/2019
Institute for Wealth Management LLC.340$52 12/31/2019
     IWP340$52 12/31/2019
SYM FINANCIAL Corp334$51 12/31/2019
     IWP334$51 12/31/2019
Community Bank N.A.325$50 12/31/2019
     IWP325$50 12/31/2019
Hanson & Doremus Investment Management314$48 12/31/2019
     IWP314$48 12/31/2019
Mark Sheptoff Financial Planning LLC315$48 12/31/2019
     IWP315$48 12/31/2019
Ellis Investment Partners LLC293$45 12/31/2019
     IWP293$45 12/31/2019
Emerald Investment Partners LLC291$44 12/31/2019
     IWP291$44 12/31/2019
Vaughan AND Company Securities Inc.283$43 12/31/2019
     IWP283$43 12/31/2019
Sonora Investment Management LLC280$43 12/31/2019
     IWP280$43 12/31/2019
Focused Wealth Management Inc280$43 12/31/2019
     IWP280$43 12/31/2019
S.A. Mason LLC285$43 12/31/2019
     IWP285$43 12/31/2019
Bedel Financial Consulting Inc.276$42 12/31/2019
     IWP276$42 12/31/2019
Macroview Investment Management LLC261$40 12/31/2019
     IWP261$40 12/31/2019
Pin Oak Investment Advisors Inc.248$38 12/31/2019
     IWP248$38 12/31/2019
Glassman Wealth Services252$38 12/31/2019
     IWP252$38 12/31/2019
Farmers & Merchants Investments Inc.242$37 12/31/2019
     IWP242$37 12/31/2019
Stonebridge Financial Planning Group LLC245$37 12/31/2019
     IWP245$37 12/31/2019
Webster Bank N. A.236$36 12/31/2019
     IWP236$36 12/31/2019
Covington Capital Management220$34 12/31/2019
     IWP220$34 12/31/2019
TI Trust Inc.221$34 12/31/2019
     IWP221$34 12/31/2019
Procyon Private Wealth Partners LLC219$33 12/31/2019
     IWP219$33 12/31/2019
Reilly Financial Advisors LLC207$32 12/31/2019
     IWP207$32 12/31/2019
QCI Asset Management Inc. NY200$31 12/31/2019
     IWP200$31 12/31/2019
American National Bank200$31 12/31/2019
     IWP200$31 12/31/2019
Lee Financial Co201$31 12/31/2019
     IWP201$31 12/31/2019
Institutional & Family Asset Management LLC205$31 12/31/2019
     IWP205$31 12/31/2019
Provident Wealth Management LLC200$31 12/31/2019
     IWP200$31 12/31/2019
O Shaughnessy Asset Management LLC189$29 12/31/2019
     IWP189$29 12/31/2019
Trust Co. of Vermont182$28 12/31/2019
     IWP182$28 12/31/2019
Brand Asset Management Group Inc.184$28 12/31/2019
     IWP184$28 12/31/2019
Verus Capital Partners LLC178$27 12/31/2019
     IWP178$27 12/31/2019
Parkside Financial Bank & Trust166$25 12/31/2019
     IWP166$25 12/31/2019
Center for Financial Planning Inc.163$25 12/31/2019
     IWP163$25 12/31/2019
Bay Harbor Wealth Management LLC157$24 12/31/2019
     IWP157$24 12/31/2019
Manchester Financial Inc.152$23 12/31/2019
     IWP152$23 12/31/2019
CLS Investments LLC145$22 12/31/2019
     IWP145$22 12/31/2019
American Research & Management Co.142$22 12/31/2019
     IWP142$22 12/31/2019
Ellevest Inc.136$21 12/31/2019
     IWP136$21 12/31/2019
Clear Harbor Asset Management LLC117$18 12/31/2019
     IWP117$18 12/31/2019
Roble Belko & Company Inc120$18 12/31/2019
     IWP120$18 12/31/2019
Core Wealth Advisors Inc.120$18 12/31/2019
     IWP120$18 12/31/2019
Shine Investment Advisory Services Inc.105$16 12/31/2019
     IWP105$16 12/31/2019
Hudock Capital Group LLC106$16 12/31/2019
     IWP106$16 12/31/2019
Cribstone Capital Management LLC103$16 12/31/2019
     IWP103$16 12/31/2019
Harvest Group Wealth Management LLC110$16 12/31/2019
     IWP110$16 12/31/2019
Great Diamond Partners LLC110$16 12/31/2019
     IWP110$16 12/31/2019
Resources Management Corp CT ADV100$15 12/31/2019
     IWP100$15 12/31/2019
AlphaMark Advisors LLC100$15 12/31/2019
     IWP100$15 12/31/2019
Hartford Financial Management Inc.100$15 12/31/2019
     IWP100$15 12/31/2019
Spectrum Management Group Inc.100$15 12/31/2019
     IWP100$15 12/31/2019
Gradient Investments LLC99$15 12/31/2019
     IWP99$15 12/31/2019
Qube Research & Technologies Ltd100$15 12/31/2019
     IWP100$15 12/31/2019
NWK Group Inc.97$15 12/31/2019
     IWP97$15 12/31/2019
Delta Asset Management LLC TN90$14 12/31/2019
     IWP90$14 12/31/2019
Tradewinds Capital Management LLC90$14 12/31/2019
     IWP90$14 12/31/2019
Rice Partnership LLC94$14 12/31/2019
     IWP94$14 12/31/2019
Howard Wealth Management LLC93$14 12/31/2019
     IWP93$14 12/31/2019
Element Wealth LLC92$14 12/31/2019
     IWP92$14 12/31/2019
TCI Wealth Advisors Inc.85$13 12/31/2019
     IWP85$13 12/31/2019
Norway Savings Bank85$13 12/31/2019
     IWP85$13 12/31/2019
Psagot Investment House Ltd.78$12 12/31/2019
     IWP78$12 12/31/2019
Arkadios Wealth Advisors76$12 12/31/2019
     IWP76$12 12/31/2019
Asset Dedication LLC77$11 12/31/2019
     IWP77$11 12/31/2019
DeDora Capital Inc.67$10 12/31/2019
     IWP67$10 12/31/2019
TD Capital Management LLC58$9 12/31/2019
     IWP58$9 12/31/2019
Prime Capital Investment Advisors LLC59$9 12/31/2019
     IWP59$9 12/31/2019
Sound Income Strategies LLC50$8 12/31/2019
     IWP50$8 12/31/2019
Joseph P. Lucia & Associates LLC50$8 12/31/2019
     IWP50$8 12/31/2019
Total Clarity Wealth Management Inc.49$7 12/31/2019
     IWP49$7 12/31/2019
Farmers & Merchants Trust Co of Chambersburg PA34$5 12/31/2019
     IWP34$5 12/31/2019
LWS Wealth Advisors Inc.33$5 12/31/2019
     IWP33$5 12/31/2019
Carolinas Wealth Consulting LLC34$5 12/31/2019
     IWP34$5 12/31/2019
Motco25$4 12/31/2019
     IWP25$4 12/31/2019
Lindbrook Capital LLC25$4 12/31/2019
     IWP25$4 12/31/2019
Dowling & Yahnke LLC18$3 12/31/2019
     IWP18$3 12/31/2019
SVB Wealth Advisory Inc.19$3 12/31/2019
     IWP19$3 12/31/2019
Selective Wealth Management Inc.10$2 12/31/2019
     IWP10$2 12/31/2019
Anderson Fisher LLC14$2 12/31/2019
     IWP14$2 12/31/2019
Raab & Moskowitz Asset Management LLC11$1 12/31/2019
     IWP11$1 12/31/2019
Bell Rock Capital LLC9$1 12/31/2019
     IWP9$1 12/31/2019
Lake Point Wealth Management4$1 12/31/2019
     IWP4$1 12/31/2019
BNP Paribas Arbitrage SA2$0 12/31/2019
     IWP2$0 12/31/2019
Regal Wealth Group Inc.3$0 12/31/2019
     IWP3$0 12/31/2019

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

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Funds Holding IWP | www.HoldingsChannel.com

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