HoldingsChannel.com
Funds Holding IWP
HolderAmountPosition Size
($ in 1000's)
 As of
Wells Fargo & Company MN7,889,006$1,124,893 06/30/2019
     IWP7,889,006$1,124,893 06/30/2019
TIAA FSB7,811,520$1,104,159 09/30/2019
     IWP7,811,520$1,104,159 09/30/2019
Bank of America Corp DE4,253,732$606,539 06/30/2019
     IWP4,253,732$606,539 06/30/2019
Morgan Stanley3,212,156$458,020 06/30/2019
     IWP3,212,156$458,020 06/30/2019
PNC Financial Services Group Inc.1,933,710$275,729 06/30/2019
     IWP1,933,710$275,729 06/30/2019
UBS Group AG1,923,358$274,252 06/30/2019
     IWP1,923,358$274,252 06/30/2019
Jones Financial Companies Lllp1,680,326$239,598 06/30/2019
     IWP1,680,326$239,598 06/30/2019
FMR LLC1,436,605$204,845 06/30/2019
     IWP1,436,605$204,845 06/30/2019
Commonwealth Equity Services LLC1,341,144$191,233 06/30/2019
     IWP1,341,144$191,233 06/30/2019
Commerce Bank1,143,956$163,116 06/30/2019
     IWP1,143,956$163,116 06/30/2019
CIBC Private Wealth Group LLC882,339$124,718 09/30/2019
     IWP882,339$124,718 09/30/2019
Stephens Group Asset Management LLC846,920$119,712 09/30/2019
     IWP846,920$119,712 09/30/2019
Envestnet Asset Management Inc.832,494$117,673 09/30/2019
     IWP832,494$117,673 09/30/2019
Ameriprise Financial Inc.795,206$113,298 06/30/2019
     IWP795,206$113,298 06/30/2019
Goldman Sachs Group Inc.647,479$92,324 06/30/2019
     IWP647,479$92,324 06/30/2019
Synovus Financial Corp646,961$92,251 06/30/2019
     IWP646,961$92,251 06/30/2019
Royal Bank of Canada592,465$84,479 06/30/2019
     IWP592,465$84,479 06/30/2019
US Bancorp DE553,923$78,984 06/30/2019
     IWP553,923$78,984 06/30/2019
Suntrust Banks Inc.524,494$74,788 06/30/2019
     IWP524,494$74,788 06/30/2019
LPL Financial LLC481,550$68,664 06/30/2019
     IWP481,550$68,664 06/30/2019
Ladenburg Thalmann Financial Services Inc.471,966$67,388 06/30/2019
     IWP471,966$67,388 06/30/2019
Raymond James Financial Services Advisors Inc.451,929$64,464 06/30/2019
     IWP451,929$64,464 06/30/2019
Nuveen Asset Management LLC433,782$61,853 06/30/2019
     IWP433,782$61,853 06/30/2019
CHURCHILL MANAGEMENT Corp418,292$59,126 09/30/2019
     IWP418,292$59,126 09/30/2019
Stephens Inc. AR411,501$58,166 09/30/2019
     IWP411,501$58,166 09/30/2019
JPMorgan Chase & Co.394,663$55,864 06/30/2019
     IWP394,663$55,864 06/30/2019
Barclays PLC337,705$48,153 06/30/2019
     IWP337,705$48,153 06/30/2019
M&T Bank Corp330,515$47,127 06/30/2019
     IWP330,515$47,127 06/30/2019
BB&T Corp314,628$44,862 06/30/2019
     IWP314,628$44,862 06/30/2019
Johnson Investment Counsel Inc.301,555$42,998 06/30/2019
     IWP301,555$42,998 06/30/2019
Zions Bancorporation N.A.274,656$39,163 06/30/2019
     IWP274,656$39,163 06/30/2019
Baird Financial Group Inc.264,119$37,661 06/30/2019
     IWP264,119$37,661 06/30/2019
Raymond James & Associates245,259$34,971 06/30/2019
     IWP245,259$34,971 06/30/2019
Sawtooth Solutions LLC236,748$33,758 06/30/2019
     IWP236,748$33,758 06/30/2019
Hsbc Holdings PLC233,360$33,275 06/30/2019
     IWP233,360$33,275 06/30/2019
American Century Companies Inc.223,975$31,937 06/30/2019
     IWP223,975$31,937 06/30/2019
Keybank National Association OH218,698$31,184 06/30/2019
     IWP218,698$31,184 06/30/2019
AE Wealth Management LLC212,849$30,350 06/30/2019
     IWP212,849$30,350 06/30/2019
Polaris Greystone Financial Group LLC208,174$28,643 09/30/2019
     IWP208,174$28,643 09/30/2019
Noven Financial Group Inc.183,962$26,231 06/30/2019
     IWP183,962$26,231 06/30/2019
Northwestern Mutual Wealth Management Co.172,839$24,646 06/30/2019
     IWP172,839$24,646 06/30/2019
Creative Planning172,474$24,593 06/30/2019
     IWP172,474$24,593 06/30/2019
Brinker Capital Inc.155,429$22,163 06/30/2019
     IWP155,429$22,163 06/30/2019
NorthRock Partners LLC152,597$21,771 06/30/2019
     IWP152,597$21,771 06/30/2019
AMG National Trust Bank151,029$21,535 06/30/2019
     IWP151,029$21,535 06/30/2019
Fifth Third Bancorp145,805$20,790 06/30/2019
     IWP145,805$20,790 06/30/2019
Wade G W & Inc.145,510$20,748 06/30/2019
     IWP145,510$20,748 06/30/2019
UMB Bank N A MO142,837$20,367 06/30/2019
     IWP142,837$20,367 06/30/2019
Cetera Advisors LLC130,026$18,552 06/30/2019
     IWP130,026$18,552 06/30/2019
BOKF NA128,881$18,377 06/30/2019
     IWP128,881$18,377 06/30/2019
Cambridge Investment Research Advisors Inc.124,930$17,814 06/30/2019
     IWP124,930$17,814 06/30/2019
MML Investors Services LLC121,932$17,386 06/30/2019
     IWP121,932$17,386 06/30/2019
Badgley Phelps & Bell Inc.121,684$17,351 06/30/2019
     IWP121,684$17,351 06/30/2019
Bank of Montreal Can114,883$16,381 06/30/2019
     IWP114,883$16,381 06/30/2019
Covenant Multifamily Offices LLC114,057$16,263 06/30/2019
     IWP114,057$16,263 06/30/2019
Citigroup Inc.110,713$15,787 06/30/2019
     IWP110,713$15,787 06/30/2019
Bishop & Co Investment Management LLC109,468$15,609 06/30/2019
     IWP109,468$15,609 06/30/2019
Comerica Bank105,120$15,364 06/30/2019
     IWP105,120$15,364 06/30/2019
BKD Wealth Advisors LLC106,209$15,144 06/30/2019
     IWP106,209$15,144 06/30/2019
One Capital Management LLC104,903$14,958 06/30/2019
     IWP104,903$14,958 06/30/2019
Accredited Investors Inc.103,157$14,709 06/30/2019
     IWP103,157$14,709 06/30/2019
Insight Wealth Strategies LLC102,446$14,608 06/30/2019
     IWP102,446$14,608 06/30/2019
Deutsche Bank AG101,278$14,440 06/30/2019
     IWP101,278$14,440 06/30/2019
Integrated Investment Consultants LLC100,635$14,349 06/30/2019
     IWP100,635$14,349 06/30/2019
Advisor Group Inc.97,703$13,934 06/30/2019
     IWP97,703$13,934 06/30/2019
GenWealth Group Inc.96,920$13,699 09/30/2019
     IWP96,920$13,699 09/30/2019
JMG Financial Group Ltd.89,951$12,826 06/30/2019
     IWP89,951$12,826 06/30/2019
Stifel Financial Corp89,071$12,704 06/30/2019
     IWP89,071$12,704 06/30/2019
First Republic Investment Management Inc.89,023$12,694 06/30/2019
     IWP89,023$12,694 06/30/2019
LBJ Family Wealth Advisors Ltd.87,797$12,410 09/30/2019
     IWP87,797$12,410 09/30/2019
Bank of New York Mellon Corp86,689$12,362 06/30/2019
     IWP86,689$12,362 06/30/2019
Sterling Capital Management LLC83,459$11,900 06/30/2019
     IWP83,459$11,900 06/30/2019
EP Wealth Advisors LLC80,702$11,507 06/30/2019
     IWP80,702$11,507 06/30/2019
Private Advisor Group LLC80,239$11,441 06/30/2019
     IWP80,239$11,441 06/30/2019
HM Payson & Co.74,669$10,647 06/30/2019
     IWP74,669$10,647 06/30/2019
Northern Trust Corp71,754$10,231 06/30/2019
     IWP71,754$10,231 06/30/2019
Proficio Capital Partners LLC70,375$10,035 06/30/2019
     IWP70,375$10,035 06/30/2019
Stearns Financial Services Group69,059$9,847 06/30/2019
     IWP69,059$9,847 06/30/2019
Congress Asset Management Co. MA67,238$9,587 06/30/2019
     IWP67,238$9,587 06/30/2019
MUFG Americas Holdings Corp66,452$9,476 06/30/2019
     IWP66,452$9,476 06/30/2019
Truepoint Inc.58,861$8,393 06/30/2019
     IWP58,861$8,393 06/30/2019
Taylor Cottrill Erickson & Associates Inc.58,224$8,302 06/30/2019
     IWP58,224$8,302 06/30/2019
RMB Capital Management LLC58,004$8,271 06/30/2019
     IWP58,004$8,271 06/30/2019
Karp Capital Management Corp56,506$8,057 06/30/2019
     IWP56,506$8,057 06/30/2019
Assetmark Inc.56,161$8,008 06/30/2019
     IWP56,161$8,008 06/30/2019
HighTower Advisors LLC55,461$7,917 06/30/2019
     IWP55,461$7,917 06/30/2019
First Mercantile Trust Co.55,414$7,901 06/30/2019
     IWP55,414$7,901 06/30/2019
Bartlett & Co. LLC53,789$7,670 06/30/2019
     IWP53,789$7,670 06/30/2019
TCG Advisors LP53,131$7,655 06/30/2019
     IWP53,131$7,655 06/30/2019
Connecticut Wealth Management LLC51,743$7,378 06/30/2019
     IWP51,743$7,378 06/30/2019
Wesbanco Bank Inc.51,400$7,329 06/30/2019
     IWP51,400$7,329 06/30/2019
RNC Capital Management LLC48,533$6,920 06/30/2019
     IWP48,533$6,920 06/30/2019
AXA48,154$6,866 06/30/2019
     IWP48,154$6,866 06/30/2019
Brookstone Capital Management48,317$6,830 09/30/2019
     IWP48,317$6,830 09/30/2019
Hilltop Holdings Inc.47,790$6,814 06/30/2019
     IWP47,790$6,814 06/30/2019
Pinnacle Financial Partners Inc.47,216$6,732 06/30/2019
     IWP47,216$6,732 06/30/2019
CWM LLC46,932$6,692 06/30/2019
     IWP46,932$6,692 06/30/2019
KMG Fiduciary Partners LLC46,772$6,611 09/30/2019
     IWP46,772$6,611 09/30/2019
Mariner LLC46,232$6,592 06/30/2019
     IWP46,232$6,592 06/30/2019
Janney Montgomery Scott LLC44,031$6,278 06/30/2019
     IWP44,031$6,278 06/30/2019
Cetera Advisor Networks LLC43,795$6,238 06/30/2019
     IWP43,795$6,238 06/30/2019
HWG Holdings LP43,032$6,136 06/30/2019
     IWP43,032$6,136 06/30/2019
Crescent Grove Advisors LLC42,333$6,036 06/30/2019
     IWP42,333$6,036 06/30/2019
Forte Capital LLC ADV41,444$5,858 09/30/2019
     IWP41,444$5,858 09/30/2019
Monroe Bank & Trust MI41,084$5,858 06/30/2019
     IWP41,084$5,858 06/30/2019
B. Riley Wealth Management Inc.40,724$5,807 06/30/2019
     IWP40,724$5,807 06/30/2019
Strategic Wealth Partners Group LLC40,604$5,790 06/30/2019
     IWP40,604$5,790 06/30/2019
Barrett Asset Management LLC39,060$5,570 06/30/2019
     IWP39,060$5,570 06/30/2019
Insight 2811 Inc.38,187$5,548 06/30/2019
     IWP38,187$5,548 06/30/2019
GHP Investment Advisors Inc.38,378$5,472 06/30/2019
     IWP38,378$5,472 06/30/2019
Sequent Asset Management LLC38,660$5,465 09/30/2019
     IWP38,660$5,465 09/30/2019
Braun Bostich & Associates Inc.38,317$5,464 06/30/2019
     IWP38,317$5,464 06/30/2019
United Capital Financial Advisers LLC37,729$5,380 06/30/2019
     IWP37,729$5,380 06/30/2019
Voya Investment Management LLC37,719$5,378 06/30/2019
     IWP37,719$5,378 06/30/2019
BlackRock Inc.36,314$5,178 06/30/2019
     IWP36,314$5,178 06/30/2019
Eaton Vance Management33,895$4,833 06/30/2019
     IWP33,895$4,833 06/30/2019
Whitnell & Co.33,880$4,831 06/30/2019
     IWP33,880$4,831 06/30/2019
Advisors Preferred LLC334,675$4,814 06/30/2019
     IWP334,675$4,814 06/30/2019
Peapack Gladstone Financial Corp33,308$4,750 06/30/2019
     IWP33,308$4,750 06/30/2019
Paracle Advisors LLC33,125$4,723 06/30/2019
     IWP33,125$4,723 06/30/2019
First Midwest Bank Trust Division32,243$4,558 09/30/2019
     IWP32,243$4,558 09/30/2019
Foundations Investment Advisors LLC32,677$4,547 09/30/2019
     IWP32,677$4,547 09/30/2019
Blair William & Co. IL31,423$4,481 06/30/2019
     IWP31,423$4,481 06/30/2019
Tocqueville Asset Management L.P.30,884$4,404 06/30/2019
     IWP30,884$4,404 06/30/2019
Steward Partners Investment Advisory LLC29,891$4,262 06/30/2019
     IWP29,891$4,262 06/30/2019
Parsec Financial Management Inc.28,820$4,109 06/30/2019
     IWP28,820$4,109 06/30/2019
Stonebridge Capital Advisors LLC27,622$3,939 06/30/2019
     IWP27,622$3,939 06/30/2019
NEXT Financial Group Inc27,334$3,863 09/30/2019
     IWP27,334$3,863 09/30/2019
L & S Advisors Inc26,724$3,811 06/30/2019
     IWP26,724$3,811 06/30/2019
Huntington National Bank26,553$3,786 06/30/2019
     IWP26,553$3,786 06/30/2019
Sigma Planning Corp26,129$3,726 06/30/2019
     IWP26,129$3,726 06/30/2019
Corundum Group Inc.24,915$3,553 06/30/2019
     IWP24,915$3,553 06/30/2019
Northern Oak Wealth Management Inc.24,801$3,536 06/30/2019
     IWP24,801$3,536 06/30/2019
Occidental Asset Management LLC24,753$3,499 09/30/2019
     IWP24,753$3,499 09/30/2019
First National Trust Co24,538$3,499 06/30/2019
     IWP24,538$3,499 06/30/2019
Fifth Third Securities Inc.23,785$3,391 06/30/2019
     IWP23,785$3,391 06/30/2019
Guidant Wealth Advisors22,848$3,230 09/30/2019
     IWP22,848$3,230 09/30/2019
Cibc Bank USA22,498$3,208 06/30/2019
     IWP22,498$3,208 06/30/2019
FundX Investment Group LLC22,376$3,191 06/30/2019
     IWP22,376$3,191 06/30/2019
Mutual Advisors LLC20,659$2,946 06/30/2019
     IWP20,659$2,946 06/30/2019
Stratos Wealth Partners LTD.20,253$2,888 06/30/2019
     IWP20,253$2,888 06/30/2019
Acima Private Wealth LLC20,050$2,859 06/30/2019
     IWP20,050$2,859 06/30/2019
Courier Capital LLC20,386$2,837 09/30/2019
     IWP20,386$2,837 09/30/2019
Eukles Asset Management19,621$2,798 06/30/2019
     IWP19,621$2,798 06/30/2019
Mathes Company Inc.19,415$2,768 06/30/2019
     IWP19,415$2,768 06/30/2019
MV Capital Management Inc.18,678$2,663 06/30/2019
     IWP18,678$2,663 06/30/2019
Midwest Professional Planners LTD.18,368$2,619 06/30/2019
     IWP18,368$2,619 06/30/2019
Starfire Investment Advisers Inc.18,329$2,590 09/30/2019
     IWP18,329$2,590 09/30/2019
Brighton Jones LLC17,771$2,534 06/30/2019
     IWP17,771$2,534 06/30/2019
Cerity Partners LLC17,419$2,483 06/30/2019
     IWP17,419$2,483 06/30/2019
Regions Financial Corp17,399$2,481 06/30/2019
     IWP17,399$2,481 06/30/2019
Susquehanna International Group LLP $2,439 06/30/2019
     Call19,900$2,838 06/30/2019
     Put2,800$399 06/30/2019
OLD National Bancorp IN16,961$2,419 06/30/2019
     IWP16,961$2,419 06/30/2019
Partnervest Advisory Services LLC16,899$2,410 06/30/2019
     IWP16,899$2,410 06/30/2019
EisnerAmper Wealth Management Corporate Benefits LLC16,935$2,394 09/30/2019
     IWP16,935$2,394 09/30/2019
Global Wealth Management Investment Advisory Inc.16,617$2,369 06/30/2019
     IWP16,617$2,369 06/30/2019
HMS Capital Management LLC $2,344 09/30/2019
     IWP21,079$2,980 09/30/2019
     Put4,500$636 09/30/2019
Ford Financial Group Inc.16,535$2,337 09/30/2019
     IWP16,535$2,337 09/30/2019
Jane Street Group LLC16,283$2,322 06/30/2019
     IWP16,283$2,322 06/30/2019
Bessemer Group Inc.16,085$2,293 06/30/2019
     IWP16,085$2,293 06/30/2019
FTB Advisors Inc.15,231$2,172 06/30/2019
     IWP15,231$2,172 06/30/2019
Warren Averett Asset Management LLC14,612$2,084 06/30/2019
     IWP14,612$2,084 06/30/2019
Nwam LLC14,389$2,034 09/30/2019
     IWP14,389$2,034 09/30/2019
LeJeune Puetz Investment Counsel LLC14,260$2,033 06/30/2019
     IWP14,260$2,033 06/30/2019
CENTRAL TRUST Co13,891$2,027 06/30/2019
     IWP13,891$2,027 06/30/2019
McKinley Carter Wealth Services Inc.14,203$2,025 06/30/2019
     IWP14,203$2,025 06/30/2019
CAMG Solamere Management LLC14,116$2,012 06/30/2019
     IWP14,116$2,012 06/30/2019
D.A. Davidson & CO.13,883$1,980 06/30/2019
     IWP13,883$1,980 06/30/2019
MCF Advisors LLC13,889$1,980 06/30/2019
     IWP13,889$1,980 06/30/2019
Sandy Spring Bank13,771$1,963 06/30/2019
     IWP13,771$1,963 06/30/2019
Investment Partners LTD.13,864$1,960 09/30/2019
     IWP13,864$1,960 09/30/2019
Sage Financial Group Inc.13,718$1,956 06/30/2019
     IWP13,718$1,956 06/30/2019
Windsor Group LTD13,450$1,935 06/30/2019
     IWP13,450$1,935 06/30/2019
Highland Capital Management LLC13,257$1,890 06/30/2019
     IWP13,257$1,890 06/30/2019
Meeder Asset Management Inc.13,044$1,844 09/30/2019
     IWP13,044$1,844 09/30/2019
Calamos Wealth Management LLC12,930$1,844 06/30/2019
     IWP12,930$1,844 06/30/2019
Glenmede Trust Co. NA12,877$1,835 06/30/2019
     IWP12,877$1,835 06/30/2019
ACG Wealth12,837$1,830 06/30/2019
     IWP12,837$1,830 06/30/2019
Personal Resources Investment & Strategic Management Inc.12,655$1,804 06/30/2019
     IWP12,655$1,804 06/30/2019
Beacon Pointe Advisors LLC12,474$1,779 06/30/2019
     IWP12,474$1,779 06/30/2019
Atlas Brown Inc.12,293$1,753 06/30/2019
     IWP12,293$1,753 06/30/2019
Golden State Wealth Management LLC12,293$1,752 06/30/2019
     IWP12,293$1,752 06/30/2019
Capital Directions Investment Advisors LLC12,249$1,747 06/30/2019
     IWP12,249$1,747 06/30/2019
Glenview Trust Co12,166$1,735 06/30/2019
     IWP12,166$1,735 06/30/2019
Oppenheimer & Co. Inc.12,115$1,727 06/30/2019
     IWP12,115$1,727 06/30/2019
Bbva USA Bancshares Inc.12,043$1,717 06/30/2019
     IWP12,043$1,717 06/30/2019
Johnson Financial Group Inc.12,029$1,716 06/30/2019
     IWP12,029$1,716 06/30/2019
Transamerica Financial Advisors Inc.11,780$1,680 06/30/2019
     IWP11,780$1,680 06/30/2019
Colony Group LLC11,778$1,679 06/30/2019
     IWP11,778$1,679 06/30/2019
Thomasville National Bank11,583$1,637 09/30/2019
     IWP11,583$1,637 09/30/2019
Mycio Wealth Partners LLC11,295$1,611 06/30/2019
     IWP11,295$1,611 06/30/2019
Rathbone Brothers plc11,185$1,595 06/30/2019
     IWP11,185$1,595 06/30/2019
AdvisorNet Financial Inc10,962$1,563 06/30/2019
     IWP10,962$1,563 06/30/2019
Kovitz Investment Group Partners LLC10,930$1,558 06/30/2019
     IWP10,930$1,558 06/30/2019
Captrust Financial Advisors10,861$1,549 06/30/2019
     IWP10,861$1,549 06/30/2019
First Allied Advisory Services Inc.10,865$1,549 06/30/2019
     IWP10,865$1,549 06/30/2019
Great Valley Advisor Group Inc.10,842$1,546 06/30/2019
     IWP10,842$1,546 06/30/2019
BB&T Securities LLC10,747$1,532 06/30/2019
     IWP10,747$1,532 06/30/2019
IMS Capital Management10,676$1,509 09/30/2019
     IWP10,676$1,509 09/30/2019
Amarillo National Bank10,657$1,507 09/30/2019
     IWP10,657$1,507 09/30/2019
AdvicePeriod LLC10,471$1,493 06/30/2019
     IWP10,471$1,493 06/30/2019
FCG Advisors LLC10,216$1,457 06/30/2019
     IWP10,216$1,457 06/30/2019
Arden Trust Co9,894$1,399 09/30/2019
     IWP9,894$1,399 09/30/2019
MAI Capital Management9,761$1,392 06/30/2019
     IWP9,761$1,392 06/30/2019
Veritable L.P.9,643$1,375 06/30/2019
     IWP9,643$1,375 06/30/2019
Ameritas Investment Corp9,470$1,350 06/30/2019
     IWP9,470$1,350 06/30/2019
Moneta Group Investment Advisors LLC9,398$1,340 06/30/2019
     IWP9,398$1,340 06/30/2019
BHK Investment Advisors LLC9,285$1,324 06/30/2019
     IWP9,285$1,324 06/30/2019
Cetera Investment Advisers9,171$1,313 06/30/2019
     IWP9,171$1,313 06/30/2019
American International Group Inc.9,194$1,311 06/30/2019
     IWP9,194$1,311 06/30/2019
Clearstead Advisors LLC9,084$1,295 06/30/2019
     IWP9,084$1,295 06/30/2019
The Manufacturers Life Insurance Company 9,042$1,289 06/30/2019
     IWP9,042$1,289 06/30/2019
Carnick & Kubik Group LLC8,899$1,269 06/30/2019
     IWP8,899$1,269 06/30/2019
Whittier Trust Co.8,775$1,240 09/30/2019
     IWP8,775$1,240 09/30/2019
Cordatus Wealth Management LLC8,486$1,210 06/30/2019
     IWP8,486$1,210 06/30/2019
BDO Wealth Advisors LLC8,469$1,208 06/30/2019
     IWP8,469$1,208 06/30/2019
Cranbrook Wealth Management LLC8,367$1,193 06/30/2019
     IWP8,367$1,193 06/30/2019
Broadleaf Partners LLC8,349$1,190 06/30/2019
     IWP8,349$1,190 06/30/2019
GWM Advisors LLC8,237$1,175 06/30/2019
     IWP8,237$1,175 06/30/2019
Private Capital Group LLC9,231$1,170 06/30/2019
     IWP9,231$1,170 06/30/2019
Brickley Wealth Management8,084$1,153 06/30/2019
     IWP8,084$1,153 06/30/2019
Tiedemann Advisors LLC7,993$1,140 06/30/2019
     IWP7,993$1,140 06/30/2019
Sei Investments Co.7,982$1,138 06/30/2019
     IWP7,982$1,138 06/30/2019
MA Private Wealth7,917$1,119 09/30/2019
     IWP7,917$1,119 09/30/2019
Berman Capital Advisors LLC7,701$1,098 06/30/2019
     IWP7,701$1,098 06/30/2019
Summit Financial Group Inc.7,710$1,090 09/30/2019
     IWP7,710$1,090 09/30/2019
Kayne Anderson Rudnick Investment Management LLC7,624$1,088 06/30/2019
     IWP7,624$1,088 06/30/2019
First National Bank Sioux Falls7,670$1,084 09/30/2019
     IWP7,670$1,084 09/30/2019
Segall Bryant & Hamill LLC7,545$1,076 06/30/2019
     IWP7,545$1,076 06/30/2019
South Texas Money Management Ltd.7,540$1,075 06/30/2019
     IWP7,540$1,075 06/30/2019
Brown Advisory Inc.7,534$1,074 06/30/2019
     IWP7,534$1,074 06/30/2019
Victory Capital Management Inc.7,500$1,069 06/30/2019
     IWP7,500$1,069 06/30/2019
Rockland Trust Co.7,648$1,064 09/30/2019
     IWP7,648$1,064 09/30/2019
Financial Advisory Service Inc.7,428$1,059 06/30/2019
     IWP7,428$1,059 06/30/2019
Eqis Capital Management Inc.7,255$1,034 06/30/2019
     IWP7,255$1,034 06/30/2019
Cadence Bank NA7,247$1,033 06/30/2019
     IWP7,247$1,033 06/30/2019
Alesco Advisors LLC7,150$1,020 06/30/2019
     IWP7,150$1,020 06/30/2019
Legacy Bridge LLC7,210$1,019 09/30/2019
     IWP7,210$1,019 09/30/2019
Thrivent Financial for Lutherans7,126$1,016 06/30/2019
     IWP7,126$1,016 06/30/2019
Citadel Advisors LLC7,126$1,016 06/30/2019
     IWP7,126$1,016 06/30/2019
Raymond James Trust N.A.7,115$1,015 06/30/2019
     IWP7,115$1,015 06/30/2019
Calamos Advisors LLC7,100$1,012 06/30/2019
     IWP7,100$1,012 06/30/2019
Financial Counselors Inc.7,086$1,010 06/30/2019
     IWP7,086$1,010 06/30/2019
Murphy Capital Management Inc.6,912$977 09/30/2019
     IWP6,912$977 09/30/2019
Wedgewood Investors Inc. PA6,814$972 06/30/2019
     IWP6,814$972 06/30/2019
Silvercrest Asset Management Group LLC6,705$956 06/30/2019
     IWP6,705$956 06/30/2019
BTC Capital Management Inc.6,473$915 09/30/2019
     IWP6,473$915 09/30/2019
Prestige Wealth Management Group LLC6,332$903 06/30/2019
     IWP6,332$903 06/30/2019
Freestone Capital Holdings LLC6,152$877 06/30/2019
     IWP6,152$877 06/30/2019
First Citizens Bank & Trust Co.6,171$872 09/30/2019
     IWP6,171$872 09/30/2019
Parametric Portfolio Associates LLC6,056$864 06/30/2019
     IWP6,056$864 06/30/2019
Oppenheimer Asset Management Inc.6,059$864 06/30/2019
     IWP6,059$864 06/30/2019
Haverford Trust Co.6,013$857 06/30/2019
     IWP6,013$857 06/30/2019
BlueSky Wealth Advisors LLC6,008$837 09/30/2019
     IWP6,008$837 09/30/2019
Franklin Resources Inc.5,813$829 06/30/2019
     IWP5,813$829 06/30/2019
United Capital Management of KS Inc.5,646$793 09/30/2019
     IWP5,646$793 09/30/2019
Dimension Capital Management LLC5,500$784 06/30/2019
     IWP5,500$784 06/30/2019
Washington Capital Management Inc.5,450$777 06/30/2019
     IWP5,450$777 06/30/2019
Bank of Nova Scotia5,414$772 06/30/2019
     IWP5,414$772 06/30/2019
Marshall Financial Group Inc. ADV5,383$768 06/30/2019
     IWP5,383$768 06/30/2019
Aft Forsyth & Company Inc.5,373$766 06/30/2019
     IWP5,373$766 06/30/2019
Autus Asset Management LLC5,280$753 06/30/2019
     IWP5,280$753 06/30/2019
Cooper Financial Group5,297$749 09/30/2019
     IWP5,297$749 09/30/2019
FineMark National Bank & Trust5,218$744 06/30/2019
     IWP5,218$744 06/30/2019
People s United Financial Inc.5,199$741 06/30/2019
     IWP5,199$741 06/30/2019
Lodestar Investment Counsel LLC IL5,178$738 06/30/2019
     IWP5,178$738 06/30/2019
Eldridge Investment Advisors Inc.4,989$711 06/30/2019
     IWP4,989$711 06/30/2019
Quadrant Capital Group LLC5,001$707 06/30/2019
     IWP5,001$707 06/30/2019
Biondo Investment Advisors LLC4,930$703 06/30/2019
     IWP4,930$703 06/30/2019
Capital Analysts LLC4,934$703 06/30/2019
     IWP4,934$703 06/30/2019
First United Bank Trust4,965$702 09/30/2019
     IWP4,965$702 09/30/2019
Private Portfolio Partners LLC4,873$695 06/30/2019
     IWP4,873$695 06/30/2019
Country Club Trust Company n.a.4,940$693 09/30/2019
     IWP4,940$693 09/30/2019
Mission Wealth Management LP4,887$691 09/30/2019
     IWP4,887$691 09/30/2019
BRYN MAWR TRUST Co4,834$689 06/30/2019
     IWP4,834$689 06/30/2019
Chemical Bank4,832$689 06/30/2019
     IWP4,832$689 06/30/2019
BT Wealth Management LLC4,853$686 09/30/2019
     IWP4,853$686 09/30/2019
Burt Wealth Advisors4,767$680 06/30/2019
     IWP4,767$680 06/30/2019
Smith Capital Management Inc. AR ADV4,751$677 06/30/2019
     IWP4,751$677 06/30/2019
Nations Financial Group Inc. IA ADV4,704$671 06/30/2019
     IWP4,704$671 06/30/2019
Kore Private Wealth LLC4,685$668 06/30/2019
     IWP4,685$668 06/30/2019
Boston Private Wealth LLC4,675$667 06/30/2019
     IWP4,675$667 06/30/2019
Certified Advisory Corp4,665$665 06/30/2019
     IWP4,665$665 06/30/2019
Proequities Inc.4,538$647 06/30/2019
     IWP4,538$647 06/30/2019
Jefferies Group LLC4,500$642 06/30/2019
     IWP4,500$642 06/30/2019
Castleark Management LLC4,500$642 06/30/2019
     IWP4,500$642 06/30/2019
Pennsylvania Trust Co4,474$632 09/30/2019
     IWP4,474$632 09/30/2019
Cahaba Wealth Management Inc.4,367$622 06/30/2019
     IWP4,367$622 06/30/2019
Garrison Point Advisors LLC4,345$620 06/30/2019
     IWP4,345$620 06/30/2019
UBS Asset Management Americas Inc.4,300$613 06/30/2019
     IWP4,300$613 06/30/2019
FDx Advisors Inc.4,243$605 06/30/2019
     IWP4,243$605 06/30/2019
Dougherty Wealth Advisers LLC4,225$602 06/30/2019
     IWP4,225$602 06/30/2019
Snow Capital Management LP4,180$596 06/30/2019
     IWP4,180$596 06/30/2019
Appleton Partners Inc. MA4,139$590 06/30/2019
     IWP4,139$590 06/30/2019
Girard Partners LTD.4,137$589 06/30/2019
     IWP4,137$589 06/30/2019
Honkamp Krueger Financial Services Inc.4,050$585 06/30/2019
     IWP4,050$585 06/30/2019
Advisory Services Network LLC4,106$585 06/30/2019
     IWP4,106$585 06/30/2019
Private Trust Co. NA4,099$579 09/30/2019
     IWP4,099$579 09/30/2019
Heritage Wealth Advisors4,015$572 06/30/2019
     IWP4,015$572 06/30/2019
Gilbert & Cook Inc.4,015$572 06/30/2019
     IWP4,015$572 06/30/2019
Total Wealth Planning LLC3,975$567 06/30/2019
     IWP3,975$567 06/30/2019
United Asset Strategies Inc.3,972$566 06/30/2019
     IWP3,972$566 06/30/2019
Linscomb & Williams Inc.3,962$565 06/30/2019
     IWP3,962$565 06/30/2019
Financial Advocates Investment Management3,934$561 06/30/2019
     IWP3,934$561 06/30/2019
1ST Source Bank3,930$560 06/30/2019
     IWP3,930$560 06/30/2019
SeaCrest Wealth Management LLC3,934$556 09/30/2019
     IWP3,934$556 09/30/2019
First Command Financial Services Inc.3,900$556 06/30/2019
     IWP3,900$556 06/30/2019
Harbour Capital Advisors LLC3,865$551 06/30/2019
     IWP3,865$551 06/30/2019
Shepherd Kaplan Krochuk LLC3,802$542 06/30/2019
     IWP3,802$542 06/30/2019
Cohen Capital Management Inc.3,801$542 06/30/2019
     IWP3,801$542 06/30/2019
First Command Bank3,780$534 09/30/2019
     IWP3,780$534 09/30/2019
Corient Capital Partners LLC3,730$532 06/30/2019
     IWP3,730$532 06/30/2019
Madison Investment Holdings Inc.3,667$523 06/30/2019
     IWP3,667$523 06/30/2019
Stratos Wealth Advisors LLC3,637$519 06/30/2019
     IWP3,637$519 06/30/2019
Great Lakes Advisors LLC3,620$516 06/30/2019
     IWP3,620$516 06/30/2019
Voya Financial Advisors Inc.3,614$512 06/30/2019
     IWP3,614$512 06/30/2019
Oxford Financial Group Ltd.3,539$505 06/30/2019
     IWP3,539$505 06/30/2019
Rossmore Private Capital3,517$501 06/30/2019
     IWP3,517$501 06/30/2019
Eastern Bank3,478$495 06/30/2019
     IWP3,478$495 06/30/2019
Mosaic Family Wealth LLC3,468$494 06/30/2019
     IWP3,468$494 06/30/2019
Paradigm Financial Partners LLC3,434$490 06/30/2019
     IWP3,434$490 06/30/2019
Signaturefd LLC3,429$485 09/30/2019
     IWP3,429$485 09/30/2019
IHT Wealth Management LLC3,374$481 06/30/2019
     IWP3,374$481 06/30/2019
Manchester Capital Management LLC3,367$480 06/30/2019
     IWP3,367$480 06/30/2019
Boys Arnold & Co. Inc.3,361$479 06/30/2019
     IWP3,361$479 06/30/2019
Argent Trust Co3,288$469 06/30/2019
     IWP3,288$469 06/30/2019
GYL Financial Synergies LLC3,253$464 06/30/2019
     IWP3,253$464 06/30/2019
Magnus Financial Group LLC3,241$462 06/30/2019
     IWP3,241$462 06/30/2019
Edge Capital Group LLC3,239$462 06/30/2019
     IWP3,239$462 06/30/2019
Squar Milner Financial Services LLC3,190$455 06/30/2019
     IWP3,190$455 06/30/2019
Clearwater Capital Advisors LLC3,171$452 06/30/2019
     IWP3,171$452 06/30/2019
LifePlan Financial Group Inc3,165$447 09/30/2019
     IWP3,165$447 09/30/2019
Park Avenue Securities LLC3,084$436 09/30/2019
     IWP3,084$436 09/30/2019
Mercer Global Advisors Inc. ADV3,052$435 06/30/2019
     IWP3,052$435 06/30/2019
Bronfman E.L. Rothschild L.P.3,014$430 06/30/2019
     IWP3,014$430 06/30/2019
Parallel Advisors LLC2,991$427 06/30/2019
     IWP2,991$427 06/30/2019
Arvest Bank Trust Division3,015$426 09/30/2019
     IWP3,015$426 09/30/2019
Farmers National Bank2,979$425 06/30/2019
     IWP2,979$425 06/30/2019
Allen Investment Management LLC2,969$423 06/30/2019
     IWP2,969$423 06/30/2019
Retirement Income Solutions Inc2,916$416 06/30/2019
     IWP2,916$416 06/30/2019
Signet Financial Management LLC2,789$414 06/30/2019
     IWP2,789$414 06/30/2019
Beacon Pointe Wealth Advisors LLC2,887$410 06/30/2019
     IWP2,887$410 06/30/2019
Comerica Securities Inc.2,891$409 09/30/2019
     IWP2,891$409 09/30/2019
YorkBridge Wealth Partners LLC2,860$408 06/30/2019
     IWP2,860$408 06/30/2019
Aspiriant LLC2,830$404 06/30/2019
     IWP2,830$404 06/30/2019
Telemus Capital LLC2,931$404 06/30/2019
     IWP2,931$404 06/30/2019
Pathway Financial Advisors LLC2,800$399 06/30/2019
     IWP2,800$399 06/30/2019
Meridian Management Co.2,700$385 06/30/2019
     IWP2,700$385 06/30/2019
Davis R M Inc.2,667$380 06/30/2019
     IWP2,667$380 06/30/2019
Massey Quick Simon & CO. LLC2,669$377 09/30/2019
     IWP2,669$377 09/30/2019
Quest Capital Management Inc. ADV2,621$374 06/30/2019
     IWP2,621$374 06/30/2019
Wrapmanager Inc.2,597$370 06/30/2019
     IWP2,597$370 06/30/2019
V Wealth Advisors LLC2,525$362 06/30/2019
     IWP2,525$362 06/30/2019
William Blair Investment Management LLC2,535$361 06/30/2019
     IWP2,535$361 06/30/2019
Capital Wealth Planning LLC2,520$359 06/30/2019
     IWP2,520$359 06/30/2019
Disciplined Growth Investors Inc. MN2,499$356 06/30/2019
     IWP2,499$356 06/30/2019
Lcnb Corp2,490$355 06/30/2019
     IWP2,490$355 06/30/2019
CCG Wealth Management LLC2,487$355 06/30/2019
     IWP2,487$355 06/30/2019
Iron Financial LLC2,603$353 06/30/2019
     IWP2,603$353 06/30/2019
Liberty Capital Management Inc.2,493$352 09/30/2019
     IWP2,493$352 09/30/2019
Tranquility Partners LLC2,443$348 06/30/2019
     IWP2,443$348 06/30/2019
Cypress Wealth Services LLC2,454$347 09/30/2019
     IWP2,454$347 09/30/2019
Prospera Financial Services Inc2,405$346 06/30/2019
     IWP2,405$346 06/30/2019
Icon Wealth Partners LLC2,417$345 06/30/2019
     IWP2,417$345 06/30/2019
Whittier Trust Co. of Nevada Inc.2,428$343 09/30/2019
     IWP2,428$343 09/30/2019
Commerzbank Aktiengesellschaft FI2,408$340 09/30/2019
     IWP2,408$340 09/30/2019
Scotia Capital Inc.2,377$339 06/30/2019
     IWP2,377$339 06/30/2019
South State Corp2,371$338 06/30/2019
     IWP2,371$338 06/30/2019
First National Bank of Omaha2,348$335 06/30/2019
     IWP2,348$335 06/30/2019
SVA Wealth Management LLC2,348$335 06/30/2019
     IWP2,348$335 06/30/2019
Ballentine Partners LLC2,330$332 06/30/2019
     IWP2,330$332 06/30/2019
Smith Salley & Associates2,329$332 06/30/2019
     IWP2,329$332 06/30/2019
Pure Financial Advisors Inc.2,319$328 09/30/2019
     IWP2,319$328 09/30/2019
Horizon Investment Services LLC2,291$327 06/30/2019
     IWP2,291$327 06/30/2019
Greenleaf Trust2,250$321 06/30/2019
     IWP2,250$321 06/30/2019
Armor Investment Advisors LLC2,250$321 06/30/2019
     IWP2,250$321 06/30/2019
Fiduciary Trust Co.2,215$316 06/30/2019
     IWP2,215$316 06/30/2019
Smithfield Trust Co.2,211$315 06/30/2019
     IWP2,211$315 06/30/2019
White Pine Capital LLC2,186$312 06/30/2019
     IWP2,186$312 06/30/2019
Rehmann Capital Advisory Group2,182$311 06/30/2019
     IWP2,182$311 06/30/2019
Balentine LLC2,165$309 06/30/2019
     IWP2,165$309 06/30/2019
Integrated Wealth Concepts LLC2,143$306 06/30/2019
     IWP2,143$306 06/30/2019
Goelzer Investment Management Inc.2,113$301 06/30/2019
     IWP2,113$301 06/30/2019
Regent Investment Management LLC2,100$297 09/30/2019
     IWP2,100$297 09/30/2019
Roman Butler Fullerton & Co.418$295 09/30/2019
     IWP418$295 09/30/2019
AJ Wealth Strategies LLC2,069$295 06/30/2019
     IWP2,069$295 06/30/2019
Ullmann Financial Group Inc.2,078$294 09/30/2019
     IWP2,078$294 09/30/2019
Middleton & Co Inc MA2,050$292 06/30/2019
     IWP2,050$292 06/30/2019
Wetherby Asset Management Inc.2,048$292 06/30/2019
     IWP2,048$292 06/30/2019
Baldwin Brothers Inc. MA2,060$291 09/30/2019
     IWP2,060$291 09/30/2019
PagnatoKarp Partners LLC2,024$289 06/30/2019
     IWP2,024$289 06/30/2019
Northstar Wealth Partners LLC2,000$285 06/30/2019
     IWP2,000$285 06/30/2019
Private Capital Management LLC2,000$283 09/30/2019
     IWP2,000$283 09/30/2019
Oakworth Capital Inc.1,983$283 06/30/2019
     IWP1,983$283 06/30/2019
Oxbow Advisors LLC1,980$282 06/30/2019
     IWP1,980$282 06/30/2019
MONECO Advisors LLC1,959$279 06/30/2019
     IWP1,959$279 06/30/2019
Csenge Advisory Group1,950$278 06/30/2019
     IWP1,950$278 06/30/2019
King Luther Capital Management Corp1,933$276 06/30/2019
     IWP1,933$276 06/30/2019
High Falls Advisors Inc1,914$273 06/30/2019
     IWP1,914$273 06/30/2019
Flagship Harbor Advisors LLC1,897$270 06/30/2019
     IWP1,897$270 06/30/2019
Financial Life Advisors1,862$266 06/30/2019
     IWP1,862$266 06/30/2019
Papp L Roy & Associates1,848$264 06/30/2019
     IWP1,848$264 06/30/2019
HBK Sorce Advisory LLC1,850$264 06/30/2019
     IWP1,850$264 06/30/2019
Sage Capital Advisors llc1,864$263 09/30/2019
     IWP1,864$263 09/30/2019
Clark Capital Management Group Inc.1,847$263 06/30/2019
     IWP1,847$263 06/30/2019
Level Four Advisory Services LLC1,816$259 06/30/2019
     IWP1,816$259 06/30/2019
Private Vista LLC1,807$258 06/30/2019
     IWP1,807$258 06/30/2019
NTV Asset Management LLC1,800$257 06/30/2019
     IWP1,800$257 06/30/2019
Hollencrest Capital Management1,798$256 06/30/2019
     IWP1,798$256 06/30/2019
Lazard Asset Management LLC1,800$256 06/30/2019
     IWP1,800$256 06/30/2019
Hugh Johnson Advisors LLC1,794$256 06/30/2019
     IWP1,794$256 06/30/2019
Northwest Wealth Management LLC1,780$254 06/30/2019
     IWP1,780$254 06/30/2019
Valeo Financial Advisors LLC1,785$252 09/30/2019
     IWP1,785$252 09/30/2019
Valmark Advisers Inc.1,768$252 06/30/2019
     IWP1,768$252 06/30/2019
Homrich & Berg1,764$252 06/30/2019
     IWP1,764$252 06/30/2019
DAVENPORT & Co LLC1,750$250 09/30/2019
     IWP1,750$250 09/30/2019
Summit X LLC1,769$250 09/30/2019
     IWP1,769$250 09/30/2019
Intersect Capital LLC1,718$245 06/30/2019
     IWP1,718$245 06/30/2019
Coldstream Capital Management Inc.1,709$244 06/30/2019
     IWP1,709$244 06/30/2019
Ancora Advisors LLC1,715$244 06/30/2019
     IWP1,715$244 06/30/2019
Plante Moran Financial Advisors LLC1,705$243 06/30/2019
     IWP1,705$243 06/30/2019
Harborview Advisors LLC1,706$243 06/30/2019
     IWP1,706$243 06/30/2019
Townsquare Capital LLC1,706$243 06/30/2019
     IWP1,706$243 06/30/2019
Capital Financial Planning LLC1,703$243 06/30/2019
     IWP1,703$243 06/30/2019
Smith Moore & CO.1,671$238 06/30/2019
     IWP1,671$238 06/30/2019
Capital Advisors Ltd. LLC1,668$238 06/30/2019
     IWP1,668$238 06/30/2019
Gratus Capital LLC1,657$236 06/30/2019
     IWP1,657$236 06/30/2019
Fiera Capital Corp1,650$235 06/30/2019
     IWP1,650$235 06/30/2019
Nicolet Advisory Services LLC1,620$231 06/30/2019
     IWP1,620$231 06/30/2019
Berkshire Asset Management LLC PA1,629$230 09/30/2019
     IWP1,629$230 09/30/2019
Fernwood Investment Management LLC1,603$229 06/30/2019
     IWP1,603$229 06/30/2019
Aptus Capital Advisors LLC1,608$229 06/30/2019
     IWP1,608$229 06/30/2019
Vista Capital Partners Inc.1,572$224 06/30/2019
     IWP1,572$224 06/30/2019
Arete Wealth Advisors LLC1,567$223 06/30/2019
     IWP1,567$223 06/30/2019
Bourgeon Capital Management LLC1,558$222 06/30/2019
     IWP1,558$222 06/30/2019
WealthTrust Axiom LLC1,558$222 06/30/2019
     IWP1,558$222 06/30/2019
Texas Yale Capital Corp.1,545$220 06/30/2019
     IWP1,545$220 06/30/2019
Wealthsource Partners LLC1,541$220 06/30/2019
     IWP1,541$220 06/30/2019
White Lighthouse Investment Management Inc.1,545$220 06/30/2019
     IWP1,545$220 06/30/2019
Chevy Chase Trust Holdings Inc.1,534$219 06/30/2019
     IWP1,534$219 06/30/2019
Perigon Wealth Management LLC1,530$218 06/30/2019
     IWP1,530$218 06/30/2019
Colorado Capital Management Inc.1,540$217 09/30/2019
     IWP1,540$217 09/30/2019
Gladstone Institutional Advisory LLC1,519$217 06/30/2019
     IWP1,519$217 06/30/2019
Hayden Royal LLC1,466$214 06/30/2019
     IWP1,466$214 06/30/2019
Atria Investments LLC1,516$213 06/30/2019
     IWP1,516$213 06/30/2019
Carroll Financial Associates Inc.1,503$212 09/30/2019
     IWP1,503$212 09/30/2019
Mastrapasqua Asset Management Inc.1,483$211 06/30/2019
     IWP1,483$211 06/30/2019
Buckingham Asset Management LLC1,482$211 06/30/2019
     IWP1,482$211 06/30/2019
Well Done LLC1,469$208 09/30/2019
     IWP1,469$208 09/30/2019
Wilbanks Smith & Thomas Asset Management LLC1,460$208 06/30/2019
     IWP1,460$208 06/30/2019
Schnieders Capital Management LLC1,445$206 06/30/2019
     IWP1,445$206 06/30/2019
KCM Investment Advisors LLC1,440$205 06/30/2019
     IWP1,440$205 06/30/2019
Oarsman Capital Inc.1,428$204 06/30/2019
     IWP1,428$204 06/30/2019
Western Wealth Management LLC1,434$204 06/30/2019
     IWP1,434$204 06/30/2019
Rinet Co LLC1,425$203 06/30/2019
     IWP1,425$203 06/30/2019
Bragg Financial Advisors Inc1,415$202 06/30/2019
     IWP1,415$202 06/30/2019
MRA Associates USA LLC1,402$200 06/30/2019
     IWP1,402$200 06/30/2019
Clear Investment Research LLC1,280$181 09/30/2019
     IWP1,280$181 09/30/2019
Capital Bank & Trust Co1,212$173 06/30/2019
     IWP1,212$173 06/30/2019
Pathstone Family Office LLC1,160$165 06/30/2019
     IWP1,160$165 06/30/2019
Wealthcare Advisory Partners LLC1,160$164 09/30/2019
     IWP1,160$164 09/30/2019
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA1,100$157 06/30/2019
     IWP1,100$157 06/30/2019
Truewealth LLC1,028$145 09/30/2019
     IWP1,028$145 09/30/2019
Brown Brothers Harriman & Co.1,010$144 06/30/2019
     IWP1,010$144 06/30/2019
City Holding Co.932$132 09/30/2019
     IWP932$132 09/30/2019
Duncker Streett & Co. Inc.895$128 06/30/2019
     IWP895$128 06/30/2019
Private Ocean LLC880$125 06/30/2019
     IWP880$125 06/30/2019
Kings Point Capital Management794$113 06/30/2019
     IWP794$113 06/30/2019
Archford Capital Strategies LLC786$112 06/30/2019
     IWP786$112 06/30/2019
FinTrust Capital Advisors LLC784$112 06/30/2019
     IWP784$112 06/30/2019
Evensky & Katz LLC771$110 06/30/2019
     IWP771$110 06/30/2019
Destination Wealth Management729$104 06/30/2019
     IWP729$104 06/30/2019
Providence Capital Advisors LLC730$104 06/30/2019
     IWP730$104 06/30/2019
Massmutual Trust Co. FSB ADV720$103 06/30/2019
     IWP720$103 06/30/2019
Macroview Investment Management LLC724$103 06/30/2019
     IWP724$103 06/30/2019
Vigilant Capital Management LLC725$102 09/30/2019
     IWP725$102 09/30/2019
Strategic Blueprint LLC647$91 09/30/2019
     IWP647$91 09/30/2019
Mechanics Bank Trust Department635$90 09/30/2019
     IWP635$90 09/30/2019
Trust Co629$89 09/30/2019
     IWP629$89 09/30/2019
Trustcore Financial Services LLC600$86 06/30/2019
     IWP600$86 06/30/2019
Winthrop Partners WNY LLC586$84 06/30/2019
     IWP586$84 06/30/2019
Enterprise Financial Services Corp557$79 06/30/2019
     IWP557$79 06/30/2019
Benjamin F. Edwards & Company Inc.530$76 06/30/2019
     IWP530$76 06/30/2019
First Financial Corp IN530$75 09/30/2019
     IWP530$75 09/30/2019
Cutler Group LP $73 06/30/2019
     IWP500$71 06/30/2019
     Call400$2 06/30/2019
Biltmore Family Office LLC500$71 09/30/2019
     IWP500$71 09/30/2019
Financial Enhancement Group LLC500$71 06/30/2019
     IWP500$71 06/30/2019
Ropes Wealth Advisors LLC491$70 06/30/2019
     IWP491$70 06/30/2019
Sterling Investment Advisors Ltd.491$69 09/30/2019
     IWP491$69 09/30/2019
Bogart Wealth LLC488$69 09/30/2019
     IWP488$69 09/30/2019
JNBA Financial Advisors461$66 06/30/2019
     IWP461$66 06/30/2019
Cullen Frost Bankers Inc.453$64 06/30/2019
     IWP453$64 06/30/2019
Fortis Advisors LLC449$64 06/30/2019
     IWP449$64 06/30/2019
Jacobi Capital Management LLC432$62 06/30/2019
     IWP432$62 06/30/2019
Security National Trust Co.423$60 06/30/2019
     IWP423$60 06/30/2019
Permanens Capital L.P.422$60 06/30/2019
     IWP422$60 06/30/2019
Meridian Wealth Management LLC422$60 06/30/2019
     IWP422$60 06/30/2019
Ruggie Capital Group414$59 06/30/2019
     IWP414$59 06/30/2019
Howe & Rusling Inc.404$58 06/30/2019
     IWP404$58 06/30/2019
Salem Investment Counselors Inc.410$58 06/30/2019
     IWP410$58 06/30/2019
Jackson Grant Investment Advisers Inc.407$58 06/30/2019
     IWP407$58 06/30/2019
Coastal Investment Advisors Inc.373$53 09/30/2019
     IWP373$53 09/30/2019
Pinnacle Bank366$52 09/30/2019
     IWP366$52 09/30/2019
Next Capital Management LLC359$51 06/30/2019
     IWP359$51 06/30/2019
Financial Architects Inc350$50 06/30/2019
     IWP350$50 06/30/2019
Optimum Investment Advisors346$49 09/30/2019
     IWP346$49 09/30/2019
Perkins Coie Trust Co345$49 09/30/2019
     IWP345$49 09/30/2019
SYM FINANCIAL Corp334$48 06/30/2019
     IWP334$48 06/30/2019
Webster Bank N. A.336$47 09/30/2019
     IWP336$47 09/30/2019
Community Bank N.A.325$46 06/30/2019
     IWP325$46 06/30/2019
Hanson & Doremus Investment Management314$44 09/30/2019
     IWP314$44 09/30/2019
Alpha Omega Wealth Management LLC300$43 06/30/2019
     IWP300$43 06/30/2019
Essex Savings Bank300$42 06/30/2019
     IWP300$42 06/30/2019
Wolverine Trading LLC $41 06/30/2019
     Put64,000$9,126 06/30/2019
     Call62,700$8,940 06/30/2019
     IWP1,595$227 06/30/2019
Emerald Investment Partners LLC291$41 06/30/2019
     IWP291$41 06/30/2019
Sonora Investment Management LLC280$40 09/30/2019
     IWP280$40 09/30/2019
Focused Wealth Management Inc280$40 06/30/2019
     IWP280$40 06/30/2019
Bedel Financial Consulting Inc.276$39 09/30/2019
     IWP276$39 09/30/2019
Citizens Financial Group Inc RI259$37 06/30/2019
     IWP259$37 06/30/2019
Pin Oak Investment Advisors Inc.248$35 06/30/2019
     IWP248$35 06/30/2019
Covington Capital Management247$35 06/30/2019
     IWP247$35 06/30/2019
Farmers & Merchants Investments Inc.242$34 09/30/2019
     IWP242$34 09/30/2019
Titan Capital Management LLC CA218$31 06/30/2019
     IWP218$31 06/30/2019
TCI Wealth Advisors Inc.205$29 09/30/2019
     IWP205$29 09/30/2019
QCI Asset Management Inc. NY200$29 06/30/2019
     IWP200$29 06/30/2019
Lee Financial Co201$29 06/30/2019
     IWP201$29 06/30/2019
Institutional & Family Asset Management LLC205$29 06/30/2019
     IWP205$29 06/30/2019
American National Bank200$28 09/30/2019
     IWP200$28 09/30/2019
Executive Wealth Management LLC198$28 06/30/2019
     IWP198$28 06/30/2019
Brand Asset Management Group Inc.184$26 09/30/2019
     IWP184$26 09/30/2019
Ellis Investment Partners LLC192$26 09/30/2019
     IWP192$26 09/30/2019
Trust Co. of Vermont182$26 06/30/2019
     IWP182$26 06/30/2019
Gradient Investments LLC157$22 09/30/2019
     IWP157$22 09/30/2019
Bay Harbor Wealth Management LLC157$22 09/30/2019
     IWP157$22 09/30/2019
Doyle Wealth Management156$22 06/30/2019
     IWP156$22 06/30/2019
CLS Investments LLC145$21 06/30/2019
     IWP145$21 06/30/2019
Parkside Financial Bank & Trust150$21 06/30/2019
     IWP150$21 06/30/2019
American Research & Management Co.142$20 06/30/2019
     IWP142$20 06/30/2019
Ellevest Inc.136$19 09/30/2019
     IWP136$19 09/30/2019
Roble Belko & Company Inc120$17 06/30/2019
     IWP120$17 06/30/2019
Hudock Capital Group LLC106$15 06/30/2019
     IWP106$15 06/30/2019
Reilly Financial Advisors LLC100$14 09/30/2019
     IWP100$14 09/30/2019
AlphaMark Advisors LLC100$14 06/30/2019
     IWP100$14 06/30/2019
Hartford Financial Management Inc.100$14 06/30/2019
     IWP100$14 06/30/2019
Spectrum Management Group Inc.100$14 06/30/2019
     IWP100$14 06/30/2019
Tradewinds Capital Management LLC90$13 09/30/2019
     IWP90$13 09/30/2019
Joseph P. Lucia & Associates LLC94$13 09/30/2019
     IWP94$13 09/30/2019
Delta Asset Management LLC TN90$13 06/30/2019
     IWP90$13 06/30/2019
Rice Partnership LLC94$13 06/30/2019
     IWP94$13 06/30/2019
Rockefeller Capital Management L.P.93$13 06/30/2019
     IWP93$13 06/30/2019
Norway Savings Bank85$12 06/30/2019
     IWP85$12 06/30/2019
Psagot Investment House Ltd.78$11 06/30/2019
     IWP78$11 06/30/2019
TD Capital Management LLC67$10 06/30/2019
     IWP67$10 06/30/2019
Julex Capital Management LLC64$9 09/30/2019
     IWP64$9 09/30/2019
Asset Dedication LLC55$8 09/30/2019
     IWP55$8 09/30/2019
Crewe Advisors LLC53$8 06/30/2019
     IWP53$8 06/30/2019
Sound Income Strategies LLC50$7 09/30/2019
     IWP50$7 09/30/2019
Tower Research Capital LLC TRC 51$7 06/30/2019
     IWP51$7 06/30/2019
Mascoma Wealth Management LLC40$6 06/30/2019
     IWP40$6 06/30/2019
Financial Gravity Wealth Inc.36$5 09/30/2019
     IWP36$5 09/30/2019
Horan Securities Inc.34$5 06/30/2019
     IWP34$5 06/30/2019
Elmwood Wealth Management Inc.36$5 06/30/2019
     IWP36$5 06/30/2019
Valley National Advisers Inc.24$3 06/30/2019
     IWP24$3 06/30/2019
Lindbrook Capital LLC25$3 06/30/2019
     IWP25$3 06/30/2019
Vista Private Wealth Partners. LLC10$1 09/30/2019
     IWP10$1 09/30/2019
Ameritas Investment Partners Inc.11$1 06/30/2019
     IWP11$1 06/30/2019
Glassman Wealth Services5$1 06/30/2019
     IWP5$1 06/30/2019
Bell Rock Capital LLC9$1 06/30/2019
     IWP9$1 06/30/2019
Lake Point Wealth Management7$1 06/30/2019
     IWP7$1 06/30/2019
BNP Paribas Arbitrage SA2$0 06/30/2019
     IWP2$0 06/30/2019
Parallax Volatility Advisers L.P.1$0 06/30/2019
     IWP1$0 06/30/2019

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

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