HoldingsChannel.com
Funds Holding IWR
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE $3,020,389 12/31/2019
     IWR50,666,157$3,020,717 12/31/2019
     Put5,500$328 12/31/2019
Wells Fargo & Company MN38,999,245$2,325,136 12/31/2019
     IWR38,999,245$2,325,136 12/31/2019
PNC Financial Services Group Inc.18,749,504$1,117,846 12/31/2019
     IWR18,749,504$1,117,846 12/31/2019
JPMorgan Chase & Co.14,145,275$843,340 12/31/2019
     IWR14,145,275$843,340 12/31/2019
US Bancorp DE9,609,525$572,923 12/31/2019
     IWR9,609,525$572,923 12/31/2019
Jones Financial Companies Lllp8,539,489$509,124 12/31/2019
     IWR8,539,489$509,124 12/31/2019
TIAA FSB7,334,804$437,301 12/31/2019
     IWR7,334,804$437,301 12/31/2019
UBS Group AG6,893,496$410,990 12/31/2019
     IWR6,893,496$410,990 12/31/2019
Northern Trust Corp6,750,987$402,494 12/31/2019
     IWR6,750,987$402,494 12/31/2019
Baird Financial Group Inc.6,428,721$383,281 12/31/2019
     IWR6,428,721$383,281 12/31/2019
Envestnet Asset Management Inc.6,080,965$362,547 12/31/2019
     IWR6,080,965$362,547 12/31/2019
Ameriprise Financial Inc.5,808,127$346,253 12/31/2019
     IWR5,808,127$346,253 12/31/2019
Truist Financial Corp4,719,649$281,386 12/31/2019
     IWR4,719,649$281,386 12/31/2019
Morgan Stanley3,924,903$234,003 12/31/2019
     IWR3,924,903$234,003 12/31/2019
AMG National Trust Bank3,700,062$220,598 12/31/2019
     IWR3,700,062$220,598 12/31/2019
Avantax Advisory Services Inc.3,281,779$195,533 12/31/2019
     IWR3,281,779$195,533 12/31/2019
Bank of New York Mellon Corp3,200,645$190,823 12/31/2019
     IWR3,200,645$190,823 12/31/2019
Goldman Sachs Group Inc.3,144,850$187,496 12/31/2019
     IWR3,144,850$187,496 12/31/2019
Fifth Third Bancorp2,672,247$159,319 12/31/2019
     IWR2,672,247$159,319 12/31/2019
Keybank National Association OH2,404,631$143,364 12/31/2019
     IWR2,404,631$143,364 12/31/2019
Veritable L.P.2,048,849$122,152 12/31/2019
     IWR2,048,849$122,152 12/31/2019
LPL Financial LLC1,953,096$116,444 12/31/2019
     IWR1,953,096$116,444 12/31/2019
Millburn Ridgefield Corp1,863,002$111,072 12/31/2019
     IWR1,863,002$111,072 12/31/2019
Catalyst Capital Advisors LLC1,863,002$111,072 12/31/2019
     IWR1,863,002$111,072 12/31/2019
CIBC Private Wealth Group LLC1,715,516$102,280 12/31/2019
     IWR1,715,516$102,280 12/31/2019
Commerce Bank1,691,518$100,848 12/31/2019
     IWR1,691,518$100,848 12/31/2019
Royal Bank of Canada1,544,575$92,087 12/31/2019
     IWR1,544,575$92,087 12/31/2019
Johnson Investment Counsel Inc.1,495,035$89,134 12/31/2019
     IWR1,495,035$89,134 12/31/2019
BBVA USA Bancshares Inc.1,316,871$78,512 12/31/2019
     IWR1,316,871$78,512 12/31/2019
Raymond James & Associates1,264,086$75,365 12/31/2019
     IWR1,264,086$75,365 12/31/2019
JMG Financial Group Ltd.1,187,496$70,799 12/31/2019
     IWR1,187,496$70,799 12/31/2019
Country Trust Bank1,074,393$64,055 12/31/2019
     IWR1,074,393$64,055 12/31/2019
Raymond James Financial Services Advisors Inc.1,065,494$63,528 12/31/2019
     IWR1,065,494$63,528 12/31/2019
Thrivent Financial for Lutherans1,030,178$61,419 12/31/2019
     IWR1,030,178$61,419 12/31/2019
Starboard Value LP $61,387 12/31/2019
     IWR1,030,000$61,409 12/31/2019
     Put125,000$22 12/31/2019
Synovus Financial Corp1,004,657$59,900 12/31/2019
     IWR1,004,657$59,900 12/31/2019
Janney Montgomery Scott LLC1,001,736$59,724 12/31/2019
     IWR1,001,736$59,724 12/31/2019
First Republic Investment Management Inc.994,293$59,280 12/31/2019
     IWR994,293$59,280 12/31/2019
Commonwealth Equity Services LLC942,781$56,208 12/31/2019
     IWR942,781$56,208 12/31/2019
Cibc Bank USA942,328$56,182 12/31/2019
     IWR942,328$56,182 12/31/2019
WASHINGTON TRUST Co925,532$55,180 12/31/2019
     IWR925,532$55,180 12/31/2019
Huntington National Bank879,960$52,463 12/31/2019
     IWR879,960$52,463 12/31/2019
Baystate Wealth Management LLC842,798$50,248 12/31/2019
     IWR842,798$50,248 12/31/2019
Albion Financial Group UT804,987$47,993 12/31/2019
     IWR804,987$47,993 12/31/2019
Gilbert & Cook Inc.776,524$46,297 12/31/2019
     IWR776,524$46,297 12/31/2019
FMR LLC725,113$43,231 12/31/2019
     IWR725,113$43,231 12/31/2019
BOKF NA710,628$42,368 12/31/2019
     IWR710,628$42,368 12/31/2019
Stephens Inc. AR644,469$38,423 12/31/2019
     IWR644,469$38,423 12/31/2019
Northwestern Mutual Wealth Management Co.591,001$35,235 12/31/2019
     IWR591,001$35,235 12/31/2019
German American Bancorp Inc.590,383$35,192 12/31/2019
     IWR590,383$35,192 12/31/2019
HighTower Advisors LLC558,321$33,297 12/31/2019
     IWR558,321$33,297 12/31/2019
UMB Bank N A MO549,664$32,771 12/31/2019
     IWR549,664$32,771 12/31/2019
Wilbanks Smith & Thomas Asset Management LLC540,361$32,216 12/31/2019
     IWR540,361$32,216 12/31/2019
Miracle Mile Advisors LLC523,474$31,209 12/31/2019
     IWR523,474$31,209 12/31/2019
MML Investors Services LLC510,606$30,442 12/31/2019
     IWR510,606$30,442 12/31/2019
MUFG Americas Holdings Corp508,182$30,298 12/31/2019
     IWR508,182$30,298 12/31/2019
Mariner LLC505,834$30,158 12/31/2019
     IWR505,834$30,158 12/31/2019
Texas Capital Bank Wealth Management Services Inc.460,654$27,464 12/31/2019
     IWR460,654$27,464 12/31/2019
Glenview Trust Co437,173$26,064 12/31/2019
     IWR437,173$26,064 12/31/2019
Steward Partners Investment Advisory LLC420,205$25,052 12/31/2019
     IWR420,205$25,052 12/31/2019
Rainier Group Investment Advisory LLC412,727$24,607 12/31/2019
     IWR412,727$24,607 12/31/2019
Badgley Phelps & Bell Inc.399,902$23,842 12/31/2019
     IWR399,902$23,842 12/31/2019
BlackRock Inc.375,574$22,392 12/31/2019
     IWR375,574$22,392 12/31/2019
BNP Paribas Arbitrage SA346,932$20,684 12/31/2019
     IWR346,932$20,684 12/31/2019
Round Table Services LLC342,866$20,442 12/31/2019
     IWR342,866$20,442 12/31/2019
Private Advisor Group LLC337,533$20,125 12/31/2019
     IWR337,533$20,125 12/31/2019
XML Financial LLC321,957$19,196 12/31/2019
     IWR321,957$19,196 12/31/2019
Cetera Advisor Networks LLC319,363$19,042 12/31/2019
     IWR319,363$19,042 12/31/2019
Conning Inc.309,291$18,440 12/31/2019
     IWR309,291$18,440 12/31/2019
Advisor Group Inc.302,219$18,023 12/31/2019
     IWR302,219$18,023 12/31/2019
D. Scott Neal Inc.286,688$17,092 12/31/2019
     IWR286,688$17,092 12/31/2019
Proffitt & Goodson Inc.278,272$16,591 12/31/2019
     IWR278,272$16,591 12/31/2019
Creative Planning273,240$16,291 12/31/2019
     IWR273,240$16,291 12/31/2019
D.A. Davidson & CO.270,413$16,122 12/31/2019
     IWR270,413$16,122 12/31/2019
Aristotle Capital Boston LLC267,370$15,941 12/31/2019
     IWR267,370$15,941 12/31/2019
Stifel Financial Corp265,980$15,856 12/31/2019
     IWR265,980$15,856 12/31/2019
Stock Yards Bank & Trust Co.365,150$15,764 03/31/2020
     IWR365,150$15,764 03/31/2020
Mycio Wealth Partners LLC261,015$15,562 12/31/2019
     IWR261,015$15,562 12/31/2019
Stillwater Investment Management LLC351,912$15,192 03/31/2020
     IWR351,912$15,192 03/31/2020
Mid Atlantic Financial Management Inc. ADV251,299$14,982 12/31/2019
     IWR251,299$14,982 12/31/2019
Colony Group LLC249,250$14,860 12/31/2019
     IWR249,250$14,860 12/31/2019
Captrust Financial Advisors242,268$14,490 12/31/2019
     IWR242,268$14,490 12/31/2019
Oakworth Capital Inc.240,141$14,348 12/31/2019
     IWR240,141$14,348 12/31/2019
Gofen & Glossberg LLC IL240,192$14,320 12/31/2019
     IWR240,192$14,320 12/31/2019
Guardian Life Insurance Co. of America237,287$14,147 12/31/2019
     IWR237,287$14,147 12/31/2019
People s United Financial Inc.237,150$14,139 12/31/2019
     IWR237,150$14,139 12/31/2019
Comerica Bank234,066$14,100 12/31/2019
     IWR234,066$14,100 12/31/2019
Alerus Financial NA235,698$14,052 12/31/2019
     IWR235,698$14,052 12/31/2019
CX Institutional220,769$13,162 12/31/2019
     IWR220,769$13,162 12/31/2019
Kayne Anderson Rudnick Investment Management LLC220,419$13,145 12/31/2019
     IWR220,419$13,145 12/31/2019
FDx Advisors Inc.215,360$12,840 12/31/2019
     IWR215,360$12,840 12/31/2019
Pegasus Partners Ltd.199,375$11,887 12/31/2019
     IWR199,375$11,887 12/31/2019
Johnson Financial Group Inc.195,037$11,627 12/31/2019
     IWR195,037$11,627 12/31/2019
Cambridge Investment Research Advisors Inc.194,711$11,609 12/31/2019
     IWR194,711$11,609 12/31/2019
PFS Investments Inc.192,659$11,486 12/31/2019
     IWR192,659$11,486 12/31/2019
Coldstream Capital Management Inc.190,965$11,385 12/31/2019
     IWR190,965$11,385 12/31/2019
Bailard Inc.186,023$11,091 12/31/2019
     IWR186,023$11,091 12/31/2019
Bristlecone Advisors LLC182,028$10,852 12/31/2019
     IWR182,028$10,852 12/31/2019
Culbertson A N & Co. Inc.178,892$10,666 12/31/2019
     IWR178,892$10,666 12/31/2019
Whittier Trust Co. of Nevada Inc.178,726$10,654 12/31/2019
     IWR178,726$10,654 12/31/2019
Simon Quick Advisors LLC235,794$10,179 03/31/2020
     IWR235,794$10,179 03/31/2020
Banque Cantonale Vaudoise169,000$10,078 12/31/2019
     IWR169,000$10,078 12/31/2019
Cetera Investment Advisers168,541$10,034 12/31/2019
     IWR168,541$10,034 12/31/2019
Proficio Capital Partners LLC167,933$10,012 12/31/2019
     IWR167,933$10,012 12/31/2019
Brighton Jones LLC162,987$9,717 12/31/2019
     IWR162,987$9,717 12/31/2019
Alpha Windward LLC160,040$9,542 12/31/2019
     IWR160,040$9,542 12/31/2019
Parametric Portfolio Associates LLC154,415$9,206 12/31/2019
     IWR154,415$9,206 12/31/2019
Sigma Investment Counselors Inc.152,408$9,087 12/31/2019
     IWR152,408$9,087 12/31/2019
Ladenburg Thalmann Financial Services Inc.152,581$9,053 12/31/2019
     IWR152,581$9,053 12/31/2019
Great Lakes Advisors LLC150,370$8,965 12/31/2019
     IWR150,370$8,965 12/31/2019
First Citizens Bank & Trust Co.149,070$8,888 12/31/2019
     IWR149,070$8,888 12/31/2019
B. Riley Wealth Management Inc.148,089$8,829 12/31/2019
     IWR148,089$8,829 12/31/2019
Hoover Financial Advisors Inc.147,821$8,813 12/31/2019
     IWR147,821$8,813 12/31/2019
Paracle Advisors LLC147,591$8,799 12/31/2019
     IWR147,591$8,799 12/31/2019
Baltimore Washington Financial Advisors Inc.146,607$8,740 12/31/2019
     IWR146,607$8,740 12/31/2019
Consolidated Investment Group LLC143,160$8,535 12/31/2019
     IWR143,160$8,535 12/31/2019
Comerica Securities Inc.142,425$8,491 12/31/2019
     IWR142,425$8,491 12/31/2019
Schneider Downs Wealth Management Advisors LP138,555$8,261 12/31/2019
     IWR138,555$8,261 12/31/2019
Regions Financial Corp136,725$8,151 12/31/2019
     IWR136,725$8,151 12/31/2019
First Merchants Corp136,179$8,118 12/31/2019
     IWR136,179$8,118 12/31/2019
Confluence Wealth Management LLC135,821$8,098 12/31/2019
     IWR135,821$8,098 12/31/2019
FineMark National Bank & Trust133,999$7,989 12/31/2019
     IWR133,999$7,989 12/31/2019
Manchester Capital Management LLC133,837$7,979 12/31/2019
     IWR133,837$7,979 12/31/2019
Fragasso Group Inc.133,781$7,976 12/31/2019
     IWR133,781$7,976 12/31/2019
West Bancorporation Inc.133,739$7,974 12/31/2019
     IWR133,739$7,974 12/31/2019
Texas Capital Bancshares Inc. TX131,909$7,865 12/31/2019
     IWR131,909$7,865 12/31/2019
Independent Advisor Alliance131,044$7,813 12/31/2019
     IWR131,044$7,813 12/31/2019
Moser Wealth Advisors LLC127,793$7,619 12/31/2019
     IWR127,793$7,619 12/31/2019
Blair William & Co. IL127,522$7,603 12/31/2019
     IWR127,522$7,603 12/31/2019
Sonata Capital Group Inc.127,076$7,576 12/31/2019
     IWR127,076$7,576 12/31/2019
Fulcrum Capital LLC126,163$7,522 12/31/2019
     IWR126,163$7,522 12/31/2019
Fiera Capital Corp126,105$7,518 12/31/2019
     IWR126,105$7,518 12/31/2019
Ieq Capital LLC125,646$7,491 12/31/2019
     IWR125,646$7,491 12/31/2019
Washington Trust Bank124,288$7,410 12/31/2019
     IWR124,288$7,410 12/31/2019
Redhawk Wealth Advisors Inc.120,223$7,168 12/31/2019
     IWR120,223$7,168 12/31/2019
Stephenson National Bank & Trust119,632$7,132 12/31/2019
     IWR119,632$7,132 12/31/2019
Franklin Resources Inc.119,253$7,110 12/31/2019
     IWR119,253$7,110 12/31/2019
Folger Nolan Fleming Douglas Capital Management Inc.119,083$7,100 12/31/2019
     IWR119,083$7,100 12/31/2019
OLD National Bancorp IN114,767$6,843 12/31/2019
     IWR114,767$6,843 12/31/2019
Sei Investments Co.114,507$6,826 12/31/2019
     IWR114,507$6,826 12/31/2019
Mackay Shields LLC114,330$6,816 12/31/2019
     IWR114,330$6,816 12/31/2019
Clearstead Advisors LLC111,999$6,677 12/31/2019
     IWR111,999$6,677 12/31/2019
Amarillo National Bank111,153$6,627 12/31/2019
     IWR111,153$6,627 12/31/2019
Full Sail Capital LLC107,503$6,621 12/31/2019
     IWR107,503$6,621 12/31/2019
STA Wealth Management LLC109,641$6,537 12/31/2019
     IWR109,641$6,537 12/31/2019
Patton Fund Management Inc.109,205$6,511 12/31/2019
     IWR109,205$6,511 12/31/2019
Cetera Advisors LLC107,708$6,426 12/31/2019
     IWR107,708$6,426 12/31/2019
Meridian Financial Partners LLC107,301$6,411 12/31/2019
     IWR107,301$6,411 12/31/2019
Financial Partners Group Inc104,404$6,291 12/31/2019
     IWR104,404$6,291 12/31/2019
Citigroup Inc.97,369$5,805 12/31/2019
     IWR97,369$5,805 12/31/2019
Israel Discount Bank of New York96,186$5,735 12/31/2019
     IWR96,186$5,735 12/31/2019
JSF Financial LLC96,015$5,724 12/31/2019
     IWR96,015$5,724 12/31/2019
Trust Co. of Virginia VA93,442$5,571 12/31/2019
     IWR93,442$5,571 12/31/2019
Busey Wealth Management92,842$5,535 12/31/2019
     IWR92,842$5,535 12/31/2019
Fulton Bank N.A.128,130$5,531 03/31/2020
     IWR128,130$5,531 03/31/2020
Acropolis Investment Management LLC91,828$5,475 12/31/2019
     IWR91,828$5,475 12/31/2019
Rossmore Private Capital90,606$5,402 12/31/2019
     IWR90,606$5,402 12/31/2019
FFT Wealth Management LLC88,003$5,247 12/31/2019
     IWR88,003$5,247 12/31/2019
Blue Zone Wealth Advisors LLC86,529$5,159 12/31/2019
     IWR86,529$5,159 12/31/2019
Cahaba Wealth Management Inc.86,499$5,157 12/31/2019
     IWR86,499$5,157 12/31/2019
NorthRock Partners LLC84,083$5,013 12/31/2019
     IWR84,083$5,013 12/31/2019
Salem Investment Counselors Inc.83,514$4,979 12/31/2019
     IWR83,514$4,979 12/31/2019
Coastal Investment Advisors Inc.84,969$4,976 12/31/2019
     IWR84,969$4,976 12/31/2019
Ferris Capital LLC83,228$4,962 12/31/2019
     IWR83,228$4,962 12/31/2019
Sandy Spring Bank80,620$4,807 12/31/2019
     IWR80,620$4,807 12/31/2019
Cerity Partners LLC79,833$4,760 12/31/2019
     IWR79,833$4,760 12/31/2019
United Capital Financial Advisers LLC79,684$4,751 12/31/2019
     IWR79,684$4,751 12/31/2019
BRYN MAWR TRUST Co78,889$4,703 12/31/2019
     IWR78,889$4,703 12/31/2019
Cahill Financial Advisors Inc.78,056$4,654 12/31/2019
     IWR78,056$4,654 12/31/2019
Heron Financial Group LLC75,771$4,636 12/31/2019
     IWR75,771$4,636 12/31/2019
Madden Advisory Services Inc.77,220$4,603 12/31/2019
     IWR77,220$4,603 12/31/2019
Coastline Trust Co76,607$4,567 12/31/2019
     IWR76,607$4,567 12/31/2019
Principal Financial Group Inc.76,450$4,558 12/31/2019
     IWR76,450$4,558 12/31/2019
Ballentine Partners LLC75,961$4,529 12/31/2019
     IWR75,961$4,529 12/31/2019
Level Four Advisory Services LLC75,838$4,525 12/31/2019
     IWR75,838$4,525 12/31/2019
Tolleson Wealth Management Inc.75,558$4,505 12/31/2019
     IWR75,558$4,505 12/31/2019
Proequities Inc.74,550$4,445 12/31/2019
     IWR74,550$4,445 12/31/2019
Hsbc Holdings PLC72,332$4,312 12/31/2019
     IWR72,332$4,312 12/31/2019
Iberiabank Corp71,212$4,246 12/31/2019
     IWR71,212$4,246 12/31/2019
Raymond James Trust N.A.70,151$4,182 12/31/2019
     IWR70,151$4,182 12/31/2019
Parsec Financial Management Inc.70,120$4,181 12/31/2019
     IWR70,120$4,181 12/31/2019
Sepio Capital LLC69,739$4,158 12/31/2019
     IWR69,739$4,158 12/31/2019
Mather Group LLC.69,531$4,145 12/31/2019
     IWR69,531$4,145 12/31/2019
First National Trust Co67,943$4,051 12/31/2019
     IWR67,943$4,051 12/31/2019
Eaton Vance Management67,260$4,010 12/31/2019
     IWR67,260$4,010 12/31/2019
Brown Advisory Inc.67,177$4,005 12/31/2019
     IWR67,177$4,005 12/31/2019
Chesapeake Wealth Management66,495$3,965 12/31/2019
     IWR66,495$3,965 12/31/2019
Westshore Wealth LLC65,417$3,900 12/31/2019
     IWR65,417$3,900 12/31/2019
First Midwest Bank Trust Division64,639$3,854 12/31/2019
     IWR64,639$3,854 12/31/2019
Weatherly Asset Management L. P.63,355$3,777 12/31/2019
     IWR63,355$3,777 12/31/2019
Bank of Montreal Can63,041$3,759 12/31/2019
     IWR63,041$3,759 12/31/2019
City Holding Co.62,649$3,734 12/31/2019
     IWR62,649$3,734 12/31/2019
Segall Bryant & Hamill LLC61,989$3,700 12/31/2019
     IWR61,989$3,700 12/31/2019
RMB Capital Management LLC61,366$3,659 12/31/2019
     IWR61,366$3,659 12/31/2019
Wealthstreet Investment Advisors LLC60,737$3,621 12/31/2019
     IWR60,737$3,621 12/31/2019
Sunburst Financial Group LLC60,288$3,594 12/31/2019
     IWR60,288$3,594 12/31/2019
Sabal Trust CO60,045$3,580 12/31/2019
     IWR60,045$3,580 12/31/2019
Argent Trust Co59,224$3,531 12/31/2019
     IWR59,224$3,531 12/31/2019
Bridges Investment Management Inc.58,713$3,501 12/31/2019
     IWR58,713$3,501 12/31/2019
Middleton & Co Inc MA58,565$3,492 12/31/2019
     IWR58,565$3,492 12/31/2019
Telemus Capital LLC58,502$3,488 12/31/2019
     IWR58,502$3,488 12/31/2019
Taylor Cottrill Erickson & Associates Inc.58,467$3,486 12/31/2019
     IWR58,467$3,486 12/31/2019
Ropes Wealth Advisors LLC58,353$3,479 12/31/2019
     IWR58,353$3,479 12/31/2019
Evercore Wealth Management LLC58,248$3,473 12/31/2019
     IWR58,248$3,473 12/31/2019
Webster Bank N. A.57,540$3,431 12/31/2019
     IWR57,540$3,431 12/31/2019
Silvercrest Asset Management Group LLC57,429$3,424 12/31/2019
     IWR57,429$3,424 12/31/2019
State Street Corp57,165$3,408 12/31/2019
     IWR57,165$3,408 12/31/2019
Iridian Asset Management LLC CT56,740$3,383 12/31/2019
     IWR56,740$3,383 12/31/2019
Zacks Investment Management56,036$3,341 12/31/2019
     IWR56,036$3,341 12/31/2019
Stratos Wealth Partners LTD.55,563$3,313 12/31/2019
     IWR55,563$3,313 12/31/2019
Glenmede Trust Co. NA55,143$3,287 12/31/2019
     IWR55,143$3,287 12/31/2019
Whittier Trust Co.54,303$3,237 12/31/2019
     IWR54,303$3,237 12/31/2019
FCA Corp TX54,256$3,235 12/31/2019
     IWR54,256$3,235 12/31/2019
Private Capital Group LLC53,114$3,166 12/31/2019
     IWR53,114$3,166 12/31/2019
Intersect Capital LLC53,017$3,161 12/31/2019
     IWR53,017$3,161 12/31/2019
Quadrant Capital Group LLC52,612$3,128 12/31/2019
     IWR52,612$3,128 12/31/2019
Citizens Financial Group Inc RI51,616$3,077 12/31/2019
     IWR51,616$3,077 12/31/2019
Conservest Capital Advisors Inc.51,468$3,068 12/31/2019
     IWR51,468$3,068 12/31/2019
AE Wealth Management LLC51,170$3,051 12/31/2019
     IWR51,170$3,051 12/31/2019
BTC Capital Management Inc.50,314$2,999 12/31/2019
     IWR50,314$2,999 12/31/2019
YorkBridge Wealth Partners LLC49,720$2,964 12/31/2019
     IWR49,720$2,964 12/31/2019
Marquette Asset Management LLC68,429$2,954 03/31/2020
     IWR68,429$2,954 03/31/2020
Carret Asset Management LLC49,108$2,928 12/31/2019
     IWR49,108$2,928 12/31/2019
New England Private Wealth Advisors LLC48,916$2,916 12/31/2019
     IWR48,916$2,916 12/31/2019
CFM Wealth Partners LLC47,615$2,913 12/31/2019
     IWR47,615$2,913 12/31/2019
Phillips Financial Management LLC48,700$2,903 12/31/2019
     IWR48,700$2,903 12/31/2019
BT Wealth Management LLC48,360$2,883 12/31/2019
     IWR48,360$2,883 12/31/2019
NTV Asset Management LLC48,314$2,880 12/31/2019
     IWR48,314$2,880 12/31/2019
Adviser Investments LLC66,302$2,862 03/31/2020
     IWR66,302$2,862 03/31/2020
CAMG Solamere Management LLC47,005$2,805 12/31/2019
     IWR47,005$2,805 12/31/2019
Rockefeller Capital Management L.P.46,738$2,786 12/31/2019
     IWR46,738$2,786 12/31/2019
Highland Capital Management LLC46,506$2,773 12/31/2019
     IWR46,506$2,773 12/31/2019
Aspiriant LLC45,324$2,700 12/31/2019
     IWR45,324$2,700 12/31/2019
Haverford Trust Co.43,959$2,621 12/31/2019
     IWR43,959$2,621 12/31/2019
Nvwm LLC43,432$2,589 12/31/2019
     IWR43,432$2,589 12/31/2019
Hilltop Holdings Inc.43,289$2,581 12/31/2019
     IWR43,289$2,581 12/31/2019
Sawtooth Solutions LLC43,056$2,567 12/31/2019
     IWR43,056$2,567 12/31/2019
Peapack Gladstone Financial Corp42,479$2,532 12/31/2019
     IWR42,479$2,532 12/31/2019
ELM Advisors LLC57,805$2,495 03/31/2020
     IWR57,805$2,495 03/31/2020
St. Johns Investment Management Company LLC41,248$2,459 12/31/2019
     IWR41,248$2,459 12/31/2019
Susquehanna International Group LLP $2,438 12/31/2019
     Call40,900$2,438 12/31/2019
AdvicePeriod LLC40,623$2,422 12/31/2019
     IWR40,623$2,422 12/31/2019
Asset Management Group Inc.40,320$2,404 12/31/2019
     IWR40,320$2,404 12/31/2019
Horizon Investments LLC40,095$2,390 12/31/2019
     IWR40,095$2,390 12/31/2019
McKinley Carter Wealth Services Inc.39,273$2,341 12/31/2019
     IWR39,273$2,341 12/31/2019
Peoples Bank OH38,995$2,325 12/31/2019
     IWR38,995$2,325 12/31/2019
Gilman Hill Asset Management LLC38,832$2,315 12/31/2019
     IWR38,832$2,315 12/31/2019
Dakota Wealth Management37,414$2,231 12/31/2019
     IWR37,414$2,231 12/31/2019
Security National Trust Co.37,353$2,227 12/31/2019
     IWR37,353$2,227 12/31/2019
South State Corp36,758$2,192 12/31/2019
     IWR36,758$2,192 12/31/2019
Financial Architects Inc36,475$2,175 12/31/2019
     IWR36,475$2,175 12/31/2019
Davidson Trust Co.36,420$2,171 12/31/2019
     IWR36,420$2,171 12/31/2019
Natixis Advisors L.P.35,931$2,142 12/31/2019
     IWR35,931$2,142 12/31/2019
Employees Retirement System of Texas35,882$2,139 12/31/2019
     IWR35,882$2,139 12/31/2019
Pathway Financial Advisors LLC34,920$2,132 12/31/2019
     IWR34,920$2,132 12/31/2019
Montecito Bank & Trust35,704$2,129 12/31/2019
     IWR35,704$2,129 12/31/2019
Earnest Partners LLC35,495$2,116 12/31/2019
     IWR35,495$2,116 12/31/2019
Elgethun Capital Management35,396$2,110 12/31/2019
     IWR35,396$2,110 12/31/2019
Financial Advisory Group35,328$2,106 12/31/2019
     IWR35,328$2,106 12/31/2019
First Commonwealth Financial Corp PA35,287$2,104 12/31/2019
     IWR35,287$2,104 12/31/2019
Verdence Capital Advisors LLC34,665$2,067 12/31/2019
     IWR34,665$2,067 12/31/2019
First National Bank of Omaha34,579$2,062 12/31/2019
     IWR34,579$2,062 12/31/2019
Chesley Taft & Associates LLC34,200$2,039 12/31/2019
     IWR34,200$2,039 12/31/2019
Appleton Partners Inc. MA33,951$2,024 12/31/2019
     IWR33,951$2,024 12/31/2019
Private Management Group Inc.32,960$1,965 12/31/2019
     IWR32,960$1,965 12/31/2019
Dowling & Yahnke LLC32,892$1,961 12/31/2019
     IWR32,892$1,961 12/31/2019
Goelzer Investment Management Inc.32,684$1,949 12/31/2019
     IWR32,684$1,949 12/31/2019
Aft Forsyth & Company Inc.32,620$1,945 12/31/2019
     IWR32,620$1,945 12/31/2019
Stillwater Capital Advisors LLC32,216$1,921 12/31/2019
     IWR32,216$1,921 12/31/2019
Simmons Bank32,163$1,918 12/31/2019
     IWR32,163$1,918 12/31/2019
Vivaldi Capital Management LLC31,954$1,905 12/31/2019
     IWR31,954$1,905 12/31/2019
Domani Wealth LLC43,686$1,886 03/31/2020
     IWR43,686$1,886 03/31/2020
Evensky & Katz LLC31,387$1,871 12/31/2019
     IWR31,387$1,871 12/31/2019
Boys Arnold & Co. Inc.31,284$1,865 12/31/2019
     IWR31,284$1,865 12/31/2019
Founders Financial Securities LLC31,225$1,862 12/31/2019
     IWR31,225$1,862 12/31/2019
BEAM Asset Management LLC42,868$1,851 03/31/2020
     IWR42,868$1,851 03/31/2020
Courier Capital LLC30,796$1,849 12/31/2019
     IWR30,796$1,849 12/31/2019
Hollencrest Capital Management30,827$1,838 12/31/2019
     IWR30,827$1,838 12/31/2019
Wesbanco Bank Inc.30,574$1,823 12/31/2019
     IWR30,574$1,823 12/31/2019
Sigma Planning Corp30,403$1,813 12/31/2019
     IWR30,403$1,813 12/31/2019
Grove Bank & Trust30,400$1,812 12/31/2019
     IWR30,400$1,812 12/31/2019
Integrated Wealth Concepts LLC30,109$1,795 12/31/2019
     IWR30,109$1,795 12/31/2019
Cambridge Trust Co.30,070$1,793 12/31/2019
     IWR30,070$1,793 12/31/2019
Brick & Kyle Associates28,996$1,775 12/31/2019
     IWR28,996$1,775 12/31/2019
Winthrop Advisory Group LLC29,620$1,766 12/31/2019
     IWR29,620$1,766 12/31/2019
IHT Wealth Management LLC29,504$1,759 12/31/2019
     IWR29,504$1,759 12/31/2019
Laurel Wealth Advisors Inc.28,981$1,728 12/31/2019
     IWR28,981$1,728 12/31/2019
Essex Financial Services Inc.28,747$1,714 12/31/2019
     IWR28,747$1,714 12/31/2019
Strategic Wealth Advisors Group LLC28,515$1,701 12/31/2019
     IWR28,515$1,701 12/31/2019
Nadler Financial Group Inc.39,317$1,697 03/31/2020
     IWR39,317$1,697 03/31/2020
Linscomb & Williams Inc.28,414$1,694 12/31/2019
     IWR28,414$1,694 12/31/2019
Ellenbecker Investment Group39,012$1,684 03/31/2020
     IWR39,012$1,684 03/31/2020
DiMeo Schneider & Associates L.L.C.28,229$1,683 12/31/2019
     IWR28,229$1,683 12/31/2019
Equitable Holdings Inc.28,142$1,678 12/31/2019
     IWR28,142$1,678 12/31/2019
FTB Advisors Inc.28,160$1,678 12/31/2019
     IWR28,160$1,678 12/31/2019
Signaturefd LLC27,598$1,645 12/31/2019
     IWR27,598$1,645 12/31/2019
Beacon Pointe Wealth Advisors LLC27,345$1,633 12/31/2019
     IWR27,345$1,633 12/31/2019
HMS Capital Management LLC $1,623 12/31/2019
     IWR39,216$2,338 12/31/2019
     Put12,000$715 12/31/2019
Naples Global Advisors LLC27,003$1,610 12/31/2019
     IWR27,003$1,610 12/31/2019
Procyon Private Wealth Partners LLC26,957$1,607 12/31/2019
     IWR26,957$1,607 12/31/2019
Benjamin F. Edwards & Company Inc.26,849$1,601 12/31/2019
     IWR26,849$1,601 12/31/2019
Highland Private Wealth Management26,711$1,593 12/31/2019
     IWR26,711$1,593 12/31/2019
Tiedemann Advisors LLC26,537$1,583 12/31/2019
     IWR26,537$1,583 12/31/2019
Abbrea Capital LLC26,516$1,581 12/31/2019
     IWR26,516$1,581 12/31/2019
Mason Street Advisors LLC26,400$1,574 12/31/2019
     IWR26,400$1,574 12/31/2019
Calton & Associates Inc.25,906$1,545 12/31/2019
     IWR25,906$1,545 12/31/2019
Corient Capital Partners LLC25,789$1,538 12/31/2019
     IWR25,789$1,538 12/31/2019
Prospera Financial Services Inc25,751$1,535 12/31/2019
     IWR25,751$1,535 12/31/2019
Wealthsource Partners LLC25,391$1,514 12/31/2019
     IWR25,391$1,514 12/31/2019
BKD Wealth Advisors LLC34,918$1,507 03/31/2020
     IWR34,918$1,507 03/31/2020
Plante Moran Financial Advisors LLC25,256$1,506 12/31/2019
     IWR25,256$1,506 12/31/2019
Heritage Wealth Advisors24,984$1,490 12/31/2019
     IWR24,984$1,490 12/31/2019
Heritage Investors Management Corp24,890$1,484 12/31/2019
     IWR24,890$1,484 12/31/2019
Provident Wealth Management LLC24,862$1,482 12/31/2019
     IWR24,862$1,482 12/31/2019
CENTRAL TRUST Co24,666$1,471 12/31/2019
     IWR24,666$1,471 12/31/2019
Ameritas Investment Company LLC24,036$1,433 12/31/2019
     IWR24,036$1,433 12/31/2019
Brown Brothers Harriman & Co.24,006$1,431 12/31/2019
     IWR24,006$1,431 12/31/2019
Compton Wealth Advisory Group LLC23,600$1,407 12/31/2019
     IWR23,600$1,407 12/31/2019
Gould Asset Management LLC CA23,482$1,400 12/31/2019
     IWR23,482$1,400 12/31/2019
MAI Capital Management23,454$1,398 12/31/2019
     IWR23,454$1,398 12/31/2019
Fulton Breakefield Broenniman LLC32,177$1,389 03/31/2020
     IWR32,177$1,389 03/31/2020
Davis R M Inc.23,042$1,374 12/31/2019
     IWR23,042$1,374 12/31/2019
HRT Financial LLC22,887$1,364 12/31/2019
     IWR22,887$1,364 12/31/2019
One Capital Management LLC22,780$1,358 12/31/2019
     IWR22,780$1,358 12/31/2019
Cynosure Management LLC22,414$1,336 12/31/2019
     IWR22,414$1,336 12/31/2019
Summit Financial Group Inc.30,305$1,308 03/31/2020
     IWR30,305$1,308 03/31/2020
Private Portfolio Partners LLC21,710$1,294 12/31/2019
     IWR21,710$1,294 12/31/2019
MCF Advisors LLC21,376$1,274 12/31/2019
     IWR21,376$1,274 12/31/2019
Cresset Asset Management LLC21,122$1,259 12/31/2019
     IWR21,122$1,259 12/31/2019
BTR Capital Management Inc.20,915$1,247 12/31/2019
     IWR20,915$1,247 12/31/2019
Hapanowicz & Associates Financial Services Inc20,917$1,246 12/31/2019
     IWR20,917$1,246 12/31/2019
Alliancebernstein L.P.20,840$1,242 12/31/2019
     IWR20,840$1,242 12/31/2019
Pinnacle Financial Partners Inc.20,719$1,235 12/31/2019
     IWR20,719$1,235 12/31/2019
Smith & Howard Wealth Management LLC20,634$1,230 12/31/2019
     IWR20,634$1,230 12/31/2019
Meadow Creek Wealth Advisors LLC20,394$1,230 12/31/2019
     IWR20,394$1,230 12/31/2019
Columbia Asset Management20,552$1,225 12/31/2019
     IWR20,552$1,225 12/31/2019
Perigon Wealth Management LLC20,436$1,220 12/31/2019
     IWR20,436$1,220 12/31/2019
Waters Parkerson & CO. LLC20,303$1,210 12/31/2019
     IWR20,303$1,210 12/31/2019
Valeo Financial Advisors LLC31,841$1,208 12/31/2019
     IWR31,841$1,208 12/31/2019
Investors Research Corp19,993$1,192 12/31/2019
     IWR19,993$1,192 12/31/2019
Fiduciary Trust Co.19,972$1,191 12/31/2019
     IWR19,972$1,191 12/31/2019
Wintrust Investments LLC19,924$1,188 12/31/2019
     IWR19,924$1,188 12/31/2019
Sequoia Financial Advisors LLC19,933$1,188 12/31/2019
     IWR19,933$1,188 12/31/2019
Monetary Management Group Inc.19,810$1,181 12/31/2019
     IWR19,810$1,181 12/31/2019
Emerald Advisors LLC19,776$1,181 12/31/2019
     IWR19,776$1,181 12/31/2019
Country Club Trust Company n.a.19,550$1,161 12/31/2019
     IWR19,550$1,161 12/31/2019
Campbell Newman Asset Management Inc.19,444$1,159 12/31/2019
     IWR19,444$1,159 12/31/2019
Chicago Partners Investment Group LLC18,911$1,157 12/31/2019
     IWR18,911$1,157 12/31/2019
Lpwm LLC19,360$1,154 12/31/2019
     IWR19,360$1,154 12/31/2019
Patriot Financial Group Insurance Agency LLC24,176$1,141 12/31/2019
     IWR24,176$1,141 12/31/2019
Venture Visionary Partners LLC19,088$1,138 12/31/2019
     IWR19,088$1,138 12/31/2019
American Investment Services Inc.19,014$1,134 12/31/2019
     IWR19,014$1,134 12/31/2019
Visionary Wealth Advisors18,821$1,122 12/31/2019
     IWR18,821$1,122 12/31/2019
J.W. Cole Advisors Inc.18,627$1,111 12/31/2019
     IWR18,627$1,111 12/31/2019
Dubuque Bank & Trust Co.18,543$1,106 12/31/2019
     IWR18,543$1,106 12/31/2019
Voya Financial Advisors Inc.18,530$1,101 12/31/2019
     IWR18,530$1,101 12/31/2019
Townsend & Associates Inc24,815$1,099 03/31/2020
     IWR24,815$1,099 03/31/2020
Beacon Financial Advisory LLC18,449$1,099 12/31/2019
     IWR18,449$1,099 12/31/2019
Rikoon Group LLC18,362$1,095 12/31/2019
     IWR18,362$1,095 12/31/2019
Calamos Wealth Management LLC17,772$1,060 12/31/2019
     IWR17,772$1,060 12/31/2019
Rhumbline Advisers17,743$1,058 12/31/2019
     IWR17,743$1,058 12/31/2019
Armor Investment Advisors LLC17,707$1,056 12/31/2019
     IWR17,707$1,056 12/31/2019
Cullen Frost Bankers Inc.17,568$1,047 12/31/2019
     IWR17,568$1,047 12/31/2019
Occidental Asset Management LLC17,495$1,043 12/31/2019
     IWR17,495$1,043 12/31/2019
Patriot Investment Management Inc.17,505$1,043 12/31/2019
     IWR17,505$1,043 12/31/2019
Cliftonlarsonallen Wealth Advisors LLC17,398$1,037 12/31/2019
     IWR17,398$1,037 12/31/2019
Kalos Management Inc.17,298$1,033 12/31/2019
     IWR17,298$1,033 12/31/2019
White Pine Capital LLC17,150$1,022 12/31/2019
     IWR17,150$1,022 12/31/2019
Clear Creek Financial Management LLC16,905$1,019 12/31/2019
     IWR16,905$1,019 12/31/2019
Lowe Brockenbrough & Co. Inc.17,052$1,017 12/31/2019
     IWR17,052$1,017 12/31/2019
Lcnb Corp16,958$1,011 12/31/2019
     IWR16,958$1,011 12/31/2019
Alley Co LLC16,945$1,010 12/31/2019
     IWR16,945$1,010 12/31/2019
Great Valley Advisor Group Inc.16,917$1,008 12/31/2019
     IWR16,917$1,008 12/31/2019
Wells Trecaso Financial Group LLC16,860$1,005 12/31/2019
     IWR16,860$1,005 12/31/2019
Financial Advisory Service Inc.16,752$999 12/31/2019
     IWR16,752$999 12/31/2019
Strategic Wealth Partners Group LLC16,749$999 12/31/2019
     IWR16,749$999 12/31/2019
1ST Source Bank16,716$997 12/31/2019
     IWR16,716$997 12/31/2019
EP Wealth Advisors LLC16,574$988 12/31/2019
     IWR16,574$988 12/31/2019
Arrow Financial Corp16,419$979 12/31/2019
     IWR16,419$979 12/31/2019
Ancora Advisors LLC16,334$973 12/31/2019
     IWR16,334$973 12/31/2019
Independent Family Office LLC16,325$973 12/31/2019
     IWR16,325$973 12/31/2019
Robertson Stephens Wealth Management LLC16,124$961 12/31/2019
     IWR16,124$961 12/31/2019
Oxford Financial Group Ltd.16,018$955 12/31/2019
     IWR16,018$955 12/31/2019
Litman Gregory Asset Management LLC15,913$949 12/31/2019
     IWR15,913$949 12/31/2019
Summit X LLC15,713$941 12/31/2019
     IWR15,713$941 12/31/2019
Vigilare Wealth Management15,773$940 12/31/2019
     IWR15,773$940 12/31/2019
Viridian Ria LLC21,538$930 03/31/2020
     IWR21,538$930 03/31/2020
Enterprise Financial Services Corp15,486$923 12/31/2019
     IWR15,486$923 12/31/2019
Atlas Brown Inc.15,376$917 12/31/2019
     IWR15,376$917 12/31/2019
Hilton Capital Management LLC15,300$912 12/31/2019
     IWR15,300$912 12/31/2019
BlueSky Wealth Advisors LLC15,048$904 12/31/2019
     IWR15,048$904 12/31/2019
Valmark Advisers Inc.15,037$897 12/31/2019
     IWR15,037$897 12/31/2019
Ferguson Wellman Capital Management Inc.15,013$895 12/31/2019
     IWR15,013$895 12/31/2019
IFG Advisors LLC14,956$892 12/31/2019
     IWR14,956$892 12/31/2019
TCF National Bank14,823$884 12/31/2019
     IWR14,823$884 12/31/2019
Buckingham Asset Management LLC14,623$872 12/31/2019
     IWR14,623$872 12/31/2019
Diversified Trust Co14,430$860 12/31/2019
     IWR14,430$860 12/31/2019
Seizert Capital Partners LLC14,350$856 12/31/2019
     IWR14,350$856 12/31/2019
Lincoln National Corp14,252$850 12/31/2019
     IWR14,252$850 12/31/2019
Parthenon LLC14,234$849 12/31/2019
     IWR14,234$849 12/31/2019
Sage Capital Advisors llc14,200$847 12/31/2019
     IWR14,200$847 12/31/2019
Twin Focus Capital Partners LLC14,046$837 12/31/2019
     IWR14,046$837 12/31/2019
Boston Family Office LLC13,892$828 12/31/2019
     IWR13,892$828 12/31/2019
Roundview Capital LLC13,817$824 12/31/2019
     IWR13,817$824 12/31/2019
Hochman Cole Investment Advisors Inc.13,763$821 12/31/2019
     IWR13,763$821 12/31/2019
Moneta Group Investment Advisors LLC13,670$815 12/31/2019
     IWR13,670$815 12/31/2019
M Holdings Securities Inc.13,595$811 12/31/2019
     IWR13,595$811 12/31/2019
Putnam FL Investment Management Co.13,471$803 12/31/2019
     IWR13,471$803 12/31/2019
Independence Bank of Kentucky13,467$803 12/31/2019
     IWR13,467$803 12/31/2019
HNP Capital LLC13,400$803 12/31/2019
     IWR13,400$803 12/31/2019
Lake Street Advisors Group LLC13,398$799 12/31/2019
     IWR13,398$799 12/31/2019
Vectors Research Management LLC13,400$799 12/31/2019
     IWR13,400$799 12/31/2019
Integer Wealth Advisors Group LLC13,123$793 12/31/2019
     IWR13,123$793 12/31/2019
Watch Point Trust Co13,255$790 12/31/2019
     IWR13,255$790 12/31/2019
Greenleaf Trust12,935$771 12/31/2019
     IWR12,935$771 12/31/2019
AdvisorNet Financial Inc12,912$770 12/31/2019
     IWR12,912$770 12/31/2019
First Allied Advisory Services Inc.12,858$768 12/31/2019
     IWR12,858$768 12/31/2019
Outlook Wealth Advisors LLC12,880$768 12/31/2019
     IWR12,880$768 12/31/2019
Thompson Siegel & Walmsley LLC12,832$765 12/31/2019
     IWR12,832$765 12/31/2019
Mathes Company Inc.12,801$763 12/31/2019
     IWR12,801$763 12/31/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC17,565$758 03/31/2020
     IWR17,565$758 03/31/2020
First American Trust FSB12,687$756 12/31/2019
     IWR12,687$756 12/31/2019
Welch & Forbes LLC12,688$756 12/31/2019
     IWR12,688$756 12/31/2019
Mount Yale Investment Advisors LLC12,722$752 12/31/2019
     IWR12,722$752 12/31/2019
Foster Dykema Cabot & Co. Inc. MA12,591$751 12/31/2019
     IWR12,591$751 12/31/2019
Platte River Wealth Advisors LLC12,673$749 12/31/2019
     IWR12,673$749 12/31/2019
Phocas Financial Corp.12,528$746 12/31/2019
     IWR12,528$746 12/31/2019
SJA Financial Advisory LLC12,467$743 12/31/2019
     IWR12,467$743 12/31/2019
HBK Sorce Advisory LLC12,440$742 12/31/2019
     IWR12,440$742 12/31/2019
Jefferies Group LLC12,386$738 12/31/2019
     IWR12,386$738 12/31/2019
Boston Private Wealth LLC12,352$736 12/31/2019
     IWR12,352$736 12/31/2019
Berman Capital Advisors LLC12,348$736 12/31/2019
     IWR12,348$736 12/31/2019
Deutsche Bank AG12,329$733 12/31/2019
     IWR12,329$733 12/31/2019
First Hawaiian Bank12,208$728 12/31/2019
     IWR12,208$728 12/31/2019
HC Financial Advisors Inc.16,800$725 03/31/2020
     IWR16,800$725 03/31/2020
Biltmore Family Office LLC12,160$725 12/31/2019
     IWR12,160$725 12/31/2019
Nations Financial Group Inc. IA ADV11,963$713 12/31/2019
     IWR11,963$713 12/31/2019
Windsor Group LTD11,944$712 12/31/2019
     IWR11,944$712 12/31/2019
Kingsview Wealth Management LLC11,759$701 12/31/2019
     IWR11,759$701 12/31/2019
Harbor Investment Advisory LLC11,724$699 12/31/2019
     IWR11,724$699 12/31/2019
Crossvault Capital Management LLC11,718$699 12/31/2019
     IWR11,718$699 12/31/2019
GWM Advisors LLC11,725$699 12/31/2019
     IWR11,725$699 12/31/2019
Summit Wealth & Retirement Planning Inc.11,731$699 12/31/2019
     IWR11,731$699 12/31/2019
Dynamic Advisor Solutions LLC11,696$697 12/31/2019
     IWR11,696$697 12/31/2019
Ballew Advisors Inc11,598$696 12/31/2019
     IWR11,598$696 12/31/2019
FARMERS & MERCHANTS TRUST Co OF LONG BEACH11,498$686 12/31/2019
     IWR11,498$686 12/31/2019
Williams Jones Wealth Management LLC.11,437$682 12/31/2019
     IWR11,437$682 12/31/2019
First United Bank Trust11,403$680 12/31/2019
     IWR11,403$680 12/31/2019
Ironwood Wealth Management LLC.11,342$676 12/31/2019
     IWR11,342$676 12/31/2019
Performa Ltd US LLC11,322$675 12/31/2019
     IWR11,322$675 12/31/2019
Horan Securities Inc.11,308$674 12/31/2019
     IWR11,308$674 12/31/2019
Tompkins Financial Corp11,200$668 12/31/2019
     IWR11,200$668 12/31/2019
New England Guild Wealth Advisors Inc.15,432$666 03/31/2020
     IWR15,432$666 03/31/2020
Advisory Services Network LLC10,928$652 12/31/2019
     IWR10,928$652 12/31/2019
Center for Financial Planning Inc.10,915$651 12/31/2019
     IWR10,915$651 12/31/2019
EWG Elevate Inc.10,901$650 12/31/2019
     IWR10,901$650 12/31/2019
Legacy Bridge LLC15,010$648 03/31/2020
     IWR15,010$648 03/31/2020
Bernardo Wealth Planning LLC10,846$646 12/31/2019
     IWR10,846$646 12/31/2019
United Bank10,780$643 12/31/2019
     IWR10,780$643 12/31/2019
Tarbox Family Office Inc.10,772$642 12/31/2019
     IWR10,772$642 12/31/2019
Duncker Streett & Co. Inc.10,753$641 12/31/2019
     IWR10,753$641 12/31/2019
Starfire Investment Advisers Inc.10,746$640 12/31/2019
     IWR10,746$640 12/31/2019
Detalus Advisors LLC10,699$638 12/31/2019
     IWR10,699$638 12/31/2019
Perennial Investment Advisors LLC10,672$636 12/31/2019
     IWR10,672$636 12/31/2019
Northstar Wealth Partners LLC10,615$632 12/31/2019
     IWR10,615$632 12/31/2019
Financial Counselors Inc.10,498$626 12/31/2019
     IWR10,498$626 12/31/2019
Atlantic Union Bankshares Corp14,480$625 03/31/2020
     IWR14,480$625 03/31/2020
Warren Averett Asset Management LLC10,148$619 12/31/2019
     IWR10,148$619 12/31/2019
RGT Wealth Advisors LLC10,332$616 12/31/2019
     IWR10,332$616 12/31/2019
Cornerstone Wealth Management LLC10,254$611 12/31/2019
     IWR10,254$611 12/31/2019
MONECO Advisors LLC9,962$610 12/31/2019
     IWR9,962$610 12/31/2019
Sfmg LLC10,172$606 12/31/2019
     IWR10,172$606 12/31/2019
ARGI Investment Services LLC10,008$605 12/31/2019
     IWR10,008$605 12/31/2019
Mutual of America Capital Management LLC10,132$604 12/31/2019
     IWR10,132$604 12/31/2019
Rinet Co LLC10,094$602 12/31/2019
     IWR10,094$602 12/31/2019
Brinker Capital Inc.10,058$600 12/31/2019
     IWR10,058$600 12/31/2019
Vickerman & Driscoll Financial Advisors Inc.10,053$599 12/31/2019
     IWR10,053$599 12/31/2019
Retirement Planning Group9,999$596 12/31/2019
     IWR9,999$596 12/31/2019
DAVENPORT & Co LLC9,827$586 12/31/2019
     IWR9,827$586 12/31/2019
Bessemer Group Inc.9,841$586 12/31/2019
     IWR9,841$586 12/31/2019
Clarus Wealth Advisors14,254$579 03/31/2020
     IWR14,254$579 03/31/2020
Capital Bank & Trust Co9,654$576 12/31/2019
     IWR9,654$576 12/31/2019
RKL Wealth Management LLC9,613$573 12/31/2019
     IWR9,613$573 12/31/2019
Crestwood Advisors Group LLC9,558$570 12/31/2019
     IWR9,558$570 12/31/2019
Americana Partners LLC9,488$565 12/31/2019
     IWR9,488$565 12/31/2019
Choate Investment Advisors9,456$564 12/31/2019
     IWR9,456$564 12/31/2019
Klingman & Associates LLC9,422$562 12/31/2019
     IWR9,422$562 12/31/2019
Frontier Wealth Management LLC9,389$560 12/31/2019
     IWR9,389$560 12/31/2019
North Star Investment Management Corp.9,352$558 12/31/2019
     IWR9,352$558 12/31/2019
Smithfield Trust Co.9,263$552 12/31/2019
     IWR9,263$552 12/31/2019
Trust Co. of Vermont9,241$551 12/31/2019
     IWR9,241$551 12/31/2019
Claraphi Advisory Network LLC9,232$550 12/31/2019
     IWR9,232$550 12/31/2019
Legacy Financial Advisors Inc.9,136$545 12/31/2019
     IWR9,136$545 12/31/2019
Cape Cod Five Cents Savings Bank9,110$543 12/31/2019
     IWR9,110$543 12/31/2019
Creative Financial Designs Inc. ADV9,060$542 12/31/2019
     IWR9,060$542 12/31/2019
Colorado Capital Management Inc.9,032$538 12/31/2019
     IWR9,032$538 12/31/2019
Philadelphia Trust Co.8,968$535 12/31/2019
     IWR8,968$535 12/31/2019
Fiduciary Group LLC8,928$532 12/31/2019
     IWR8,928$532 12/31/2019
Reston Wealth Management LLC8,920$532 12/31/2019
     IWR8,920$532 12/31/2019
Modera Wealth Management LLC8,829$526 12/31/2019
     IWR8,829$526 12/31/2019
StrategIQ Financial Group LLC8,808$525 12/31/2019
     IWR8,808$525 12/31/2019
Segment Wealth Management LLC8,720$520 12/31/2019
     IWR8,720$520 12/31/2019
LGL Partners LLC8,726$520 12/31/2019
     IWR8,726$520 12/31/2019
Meridian Wealth Management LLC8,720$519 12/31/2019
     IWR8,720$519 12/31/2019
Flaharty Asset Management LLC8,688$518 12/31/2019
     IWR8,688$518 12/31/2019
Cim LLC8,598$513 12/31/2019
     IWR8,598$513 12/31/2019
Aptus Capital Advisors LLC8,516$507 12/31/2019
     IWR8,516$507 12/31/2019
REDW Wealth LLC8,500$507 12/31/2019
     IWR8,500$507 12/31/2019
Personal Capital Advisors Corp8,428$502 12/31/2019
     IWR8,428$502 12/31/2019
Retirement Income Solutions Inc8,202$489 12/31/2019
     IWR8,202$489 12/31/2019
Sunbelt Securities Inc.8,284$486 12/31/2019
     IWR8,284$486 12/31/2019
Farmers & Merchants Investments Inc.8,097$483 12/31/2019
     IWR8,097$483 12/31/2019
CAPROCK Group Inc.8,095$483 12/31/2019
     IWR8,095$483 12/31/2019
Northeast Financial Consultants Inc8,061$481 12/31/2019
     IWR8,061$481 12/31/2019
Kanawha Capital Management LLC8,053$480 12/31/2019
     IWR8,053$480 12/31/2019
Maple Capital Management Inc.8,000$477 12/31/2019
     IWR8,000$477 12/31/2019
Covington Capital Management8,000$477 12/31/2019
     IWR8,000$477 12/31/2019
Wealthspire Advisors L.P.7,969$475 12/31/2019
     IWR7,969$475 12/31/2019
Magnus Financial Group LLC7,961$475 12/31/2019
     IWR7,961$475 12/31/2019
Pinnacle Advisory Group Inc.7,936$473 12/31/2019
     IWR7,936$473 12/31/2019
Zeke Capital Advisors LLC7,900$471 12/31/2019
     IWR7,900$471 12/31/2019
Smith Moore & CO.7,836$467 12/31/2019
     IWR7,836$467 12/31/2019
OLD Second National Bank of Aurora7,780$464 12/31/2019
     IWR7,780$464 12/31/2019
Crescent Grove Advisors LLC7,776$464 12/31/2019
     IWR7,776$464 12/31/2019
Truepoint Inc.7,692$459 12/31/2019
     IWR7,692$459 12/31/2019
Boenning & Scattergood Inc.7,616$454 12/31/2019
     IWR7,616$454 12/31/2019
Resources Investment Advisors LLC.7,582$452 12/31/2019
     IWR7,582$452 12/31/2019
Thomasville National Bank8,013$448 03/31/2020
     IWR8,013$448 03/31/2020
S&CO Inc.7,456$445 12/31/2019
     IWR7,456$445 12/31/2019
Usca Ria LLC7,424$443 12/31/2019
     IWR7,424$443 12/31/2019
Tsfg LLC10,225$441 03/31/2020
     IWR10,225$441 03/31/2020
Lee Danner & Bass Inc.7,375$440 12/31/2019
     IWR7,375$440 12/31/2019
NEXT Financial Group Inc7,384$440 12/31/2019
     IWR7,384$440 12/31/2019
Windsor Capital Management LLC7,342$437 12/31/2019
     IWR7,342$437 12/31/2019
Mercer Global Advisors Inc. ADV7,297$435 12/31/2019
     IWR7,297$435 12/31/2019
LifePlan Financial Group Inc10,055$434 03/31/2020
     IWR10,055$434 03/31/2020
Allworth Financial LP7,225$431 12/31/2019
     IWR7,225$431 12/31/2019
Altavista Wealth Management Inc.7,200$429 12/31/2019
     IWR7,200$429 12/31/2019
Waldron Private Wealth LLC7,164$427 12/31/2019
     IWR7,164$427 12/31/2019
Samalin Investment Counsel LLC7,133$425 12/31/2019
     IWR7,133$425 12/31/2019
Beacon Pointe Advisors LLC7,084$422 12/31/2019
     IWR7,084$422 12/31/2019
Flagship Harbor Advisors LLC7,044$420 12/31/2019
     IWR7,044$420 12/31/2019
Sowell Financial Services LLC7,012$418 12/31/2019
     IWR7,012$418 12/31/2019
Zhang Financial LLC6,873$410 12/31/2019
     IWR6,873$410 12/31/2019
Fort Point Capital Partners LLC6,857$409 12/31/2019
     IWR6,857$409 12/31/2019
Bedel Financial Consulting Inc.6,820$407 12/31/2019
     IWR6,820$407 12/31/2019
Narwhal Capital Management6,801$405 12/31/2019
     IWR6,801$405 12/31/2019
Syntal Capital Partners LLC6,802$405 12/31/2019
     IWR6,802$405 12/31/2019
L & S Advisors Inc6,750$402 12/31/2019
     IWR6,750$402 12/31/2019
Freestone Capital Holdings LLC6,744$402 12/31/2019
     IWR6,744$402 12/31/2019
Empirical Financial Services LLC d.b.a. Empirical Wealth Management6,739$402 12/31/2019
     IWR6,739$402 12/31/2019
Transamerica Financial Advisors Inc.6,694$400 12/31/2019
     IWR6,694$400 12/31/2019
Maryland Capital Management6,680$398 12/31/2019
     IWR6,680$398 12/31/2019
Voya Investment Management LLC6,588$393 12/31/2019
     IWR6,588$393 12/31/2019
Boston Trust Walden Corp6,579$392 12/31/2019
     IWR6,579$392 12/31/2019
Palisade Asset Management LLC6,565$391 12/31/2019
     IWR6,565$391 12/31/2019
Private Ocean LLC6,517$389 12/31/2019
     IWR6,517$389 12/31/2019
Cordatus Wealth Management LLC6,530$389 12/31/2019
     IWR6,530$389 12/31/2019
Thoroughbred Financial Services LLC6,505$388 12/31/2019
     IWR6,505$388 12/31/2019
Financial Life Advisors6,495$387 12/31/2019
     IWR6,495$387 12/31/2019
Arthur M. Cohen & Associates LLC6,477$386 12/31/2019
     IWR6,477$386 12/31/2019
Engrave Wealth Partners LLC6,484$386 12/31/2019
     IWR6,484$386 12/31/2019
Wedgewood Investors Inc. PA6,456$385 12/31/2019
     IWR6,456$385 12/31/2019
Evermay Wealth Management LLC6,444$384 12/31/2019
     IWR6,444$384 12/31/2019
Pictet & Cie Europe SA6,424$383 12/31/2019
     IWR6,424$383 12/31/2019
Cypress Capital Group8,870$382 03/31/2020
     IWR8,870$382 03/31/2020
CIBC World Markets Inc.6,408$382 12/31/2019
     IWR6,408$382 12/31/2019
Fort Pitt Capital Group LLC6,377$380 12/31/2019
     IWR6,377$380 12/31/2019
Mercer Capital Advisers Inc.6,264$373 12/31/2019
     IWR6,264$373 12/31/2019
Neumann Capital Management LLC6,177$368 12/31/2019
     IWR6,177$368 12/31/2019
Cadence Bank NA6,052$361 12/31/2019
     IWR6,052$361 12/31/2019
Atria Investments LLC6,059$361 12/31/2019
     IWR6,059$361 12/31/2019
Ironwood Financial llc6,046$360 12/31/2019
     IWR6,046$360 12/31/2019
USAdvisors Wealth Management LLC6,036$360 12/31/2019
     IWR6,036$360 12/31/2019
Vista Wealth Management Group LLC6,036$360 12/31/2019
     IWR6,036$360 12/31/2019
Trexquant Investment LP6,003$358 12/31/2019
     IWR6,003$358 12/31/2019
Lakeview Capital Partners LLC5,915$353 12/31/2019
     IWR5,915$353 12/31/2019
Legacy Advisors LLC5,904$352 12/31/2019
     IWR5,904$352 12/31/2019
MA Private Wealth5,901$352 12/31/2019
     IWR5,901$352 12/31/2019
Baldwin Brothers Inc. MA5,831$348 12/31/2019
     IWR5,831$348 12/31/2019
Cpwm LLC5,768$344 12/31/2019
     IWR5,768$344 12/31/2019
Charles Schwab Investment Management Inc.5,750$343 12/31/2019
     IWR5,750$343 12/31/2019
Bollard Group LLC5,732$342 12/31/2019
     IWR5,732$342 12/31/2019
Harbour Capital Advisors LLC7,875$340 03/31/2020
     IWR7,875$340 03/31/2020
Essex Savings Bank5,690$339 12/31/2019
     IWR5,690$339 12/31/2019
Optimum Investment Advisors5,637$336 12/31/2019
     IWR5,637$336 12/31/2019
Wade G W & Inc.5,574$332 12/31/2019
     IWR5,574$332 12/31/2019
BLB&B Advisors LLC5,560$331 12/31/2019
     IWR5,560$331 12/31/2019
Valley National Advisers Inc.5,520$329 12/31/2019
     IWR5,520$329 12/31/2019
Vaughan David Investments LLC IL5,500$328 12/31/2019
     IWR5,500$328 12/31/2019
Personal CFO Solutions LLC5,484$327 12/31/2019
     IWR5,484$327 12/31/2019
Baker Ellis Asset Management LLC5,476$326 12/31/2019
     IWR5,476$326 12/31/2019
CWM LLC5,471$326 12/31/2019
     IWR5,471$326 12/31/2019
Nicolet Bankshares Inc.5,459$325 12/31/2019
     IWR5,459$325 12/31/2019
Tradition Asset Management LLC5,429$323 12/31/2019
     IWR5,429$323 12/31/2019
Brand Asset Management Group Inc.5,384$321 12/31/2019
     IWR5,384$321 12/31/2019
Inverness Counsel LLC NY5,340$318 12/31/2019
     IWR5,340$318 12/31/2019
Sageworth Trust Co5,337$318 12/31/2019
     IWR5,337$318 12/31/2019
MPS Loria Financial Planners LLC5,342$318 12/31/2019
     IWR5,342$318 12/31/2019
Roble Belko & Company Inc5,262$314 12/31/2019
     IWR5,262$314 12/31/2019
Arkadios Wealth Advisors5,086$314 12/31/2019
     IWR5,086$314 12/31/2019
Northwest Investment Counselors LLC5,253$313 12/31/2019
     IWR5,253$313 12/31/2019
Cedar Brook Financial Partners LLC5,251$313 12/31/2019
     IWR5,251$313 12/31/2019
Northeast Investment Management5,190$309 12/31/2019
     IWR5,190$309 12/31/2019
Weil Company Inc.5,036$300 12/31/2019
     IWR5,036$300 12/31/2019
GYL Financial Synergies LLC5,008$299 12/31/2019
     IWR5,008$299 12/31/2019
Western Wealth Management LLC5,016$299 12/31/2019
     IWR5,016$299 12/31/2019
BDO Wealth Advisors LLC4,968$296 12/31/2019
     IWR4,968$296 12/31/2019
Bragg Financial Advisors Inc4,952$295 12/31/2019
     IWR4,952$295 12/31/2019
SkyOak Wealt LLC4,940$295 12/31/2019
     IWR4,940$295 12/31/2019
Oppenheimer & Co. Inc.4,934$294 12/31/2019
     IWR4,934$294 12/31/2019
Orgel Wealth Management LLC4,927$294 12/31/2019
     IWR4,927$294 12/31/2019
Hancock Whitney Corp4,908$293 12/31/2019
     IWR4,908$293 12/31/2019
Paragon Wealth Strategies LLC4,885$291 12/31/2019
     IWR4,885$291 12/31/2019
IFG Advisory LLC4,895$291 12/31/2019
     IWR4,895$291 12/31/2019
Providence Wealth Advisors LLC4,892$291 12/31/2019
     IWR4,892$291 12/31/2019
Aurora Private Wealth Inc.4,879$291 12/31/2019
     IWR4,879$291 12/31/2019
First Financial Bank Trust Division6,688$289 03/31/2020
     IWR6,688$289 03/31/2020
Leonard Rickey Investment Advisors P.L.L.C.4,848$289 12/31/2019
     IWR4,848$289 12/31/2019
Surevest Inc.4,828$288 12/31/2019
     IWR4,828$288 12/31/2019
Parallel Advisors LLC4,823$288 12/31/2019
     IWR4,823$288 12/31/2019
Lutz Financial Services LLC4,834$288 12/31/2019
     IWR4,834$288 12/31/2019
Aspen Investment Management Inc4,764$284 12/31/2019
     IWR4,764$284 12/31/2019
Arbor Investment Advisors LLC4,759$284 12/31/2019
     IWR4,759$284 12/31/2019
K.J. Harrison & Partners Inc4,730$282 12/31/2019
     IWR4,730$282 12/31/2019
Financial Advocates Investment Management4,708$281 12/31/2019
     IWR4,708$281 12/31/2019
NBT Bank N A NY4,695$280 12/31/2019
     IWR4,695$280 12/31/2019
Orion Portfolio Solutions LLC4,688$279 12/31/2019
     IWR4,688$279 12/31/2019
First National Bank & Trust Co. of Newtown4,660$278 12/31/2019
     IWR4,660$278 12/31/2019
Relyea Zuckerberg Hanson LLC4,640$277 12/31/2019
     IWR4,640$277 12/31/2019
Bar Harbor Trust Services4,618$275 12/31/2019
     IWR4,618$275 12/31/2019
Baldwin Investment Management LLC4,600$274 12/31/2019
     IWR4,600$274 12/31/2019
Jane Street Group LLC $274 12/31/2019
     Call4,600$274 12/31/2019
Stonebridge Capital Advisors LLC4,603$274 12/31/2019
     IWR4,603$274 12/31/2019
Holistic Financial Partners4,600$274 12/31/2019
     IWR4,600$274 12/31/2019
Prime Capital Investment Advisors LLC4,600$274 12/31/2019
     IWR4,600$274 12/31/2019
Capital Investment Advisors LLC4,555$272 12/31/2019
     IWR4,555$272 12/31/2019
BerganKDV Wealth Management LLC4,569$272 12/31/2019
     IWR4,569$272 12/31/2019
CA Family Wealth LLC4,557$272 12/31/2019
     IWR4,557$272 12/31/2019
PBMares Wealth Management LLC4,553$271 12/31/2019
     IWR4,553$271 12/31/2019
Transcend Wealth Collective LLC4,526$270 12/31/2019
     IWR4,526$270 12/31/2019
Pacific Financial Group Inc.6,225$269 03/31/2020
     IWR6,225$269 03/31/2020
Barrett Asset Management LLC4,508$269 12/31/2019
     IWR4,508$269 12/31/2019
Blue Chip Partners Inc.4,508$269 12/31/2019
     IWR4,508$269 12/31/2019
Bangor Savings Bank6,207$268 03/31/2020
     IWR6,207$268 03/31/2020
BOK Financial Private Wealth Inc.4,487$268 12/31/2019
     IWR4,487$268 12/31/2019
Mission Wealth Management LP6,181$267 03/31/2020
     IWR6,181$267 03/31/2020
Alpha Omega Wealth Management LLC4,454$266 12/31/2019
     IWR4,454$266 12/31/2019
Live Oak Private Wealth LLC4,374$261 12/31/2019
     IWR4,374$261 12/31/2019
Kohmann Bosshard Financial Services LLC6,032$260 03/31/2020
     IWR6,032$260 03/31/2020
Ullmann Financial Group Inc.6,036$260 03/31/2020
     IWR6,036$260 03/31/2020
JFS Wealth Advisors LLC4,361$260 12/31/2019
     IWR4,361$260 12/31/2019
Lido Advisors LLC4,360$260 12/31/2019
     IWR4,360$260 12/31/2019
E&G Advisors LP6,000$259 03/31/2020
     IWR6,000$259 03/31/2020
Evolution Wealth Advisors LLC4,338$259 12/31/2019
     IWR4,338$259 12/31/2019
Optas LLC4,345$259 12/31/2019
     IWR4,345$259 12/31/2019
First PREMIER Bank5,984$258 03/31/2020
     IWR5,984$258 03/31/2020
Covenant Partners LLC4,328$258 12/31/2019
     IWR4,328$258 12/31/2019
Townsend Asset Management Corp NC ADV4,291$256 12/31/2019
     IWR4,291$256 12/31/2019
Willow Creek Wealth Management Inc.4,273$255 12/31/2019
     IWR4,273$255 12/31/2019
Carnegie Capital Asset Management LLC4,256$254 12/31/2019
     IWR4,256$254 12/31/2019
Acima Private Wealth LLC4,244$253 12/31/2019
     IWR4,244$253 12/31/2019
Well Done LLC4,220$252 12/31/2019
     IWR4,220$252 12/31/2019
Wellington Management Group LLP4,200$250 12/31/2019
     IWR4,200$250 12/31/2019
Vista Capital Partners Inc.4,192$249 12/31/2019
     IWR4,192$249 12/31/2019
Pinnacle Bank5,751$248 03/31/2020
     IWR5,751$248 03/31/2020
Charles Schwab Trust Co5,712$247 03/31/2020
     IWR5,712$247 03/31/2020
Front Barnett Associates LLC4,150$247 12/31/2019
     IWR4,150$247 12/31/2019
Columbia Trust Co 010120164,140$246 12/31/2019
     IWR4,140$246 12/31/2019
Pensionmark Financial Group LLC4,104$245 12/31/2019
     IWR4,104$245 12/31/2019
London Co. of Virginia4,088$244 12/31/2019
     IWR4,088$244 12/31/2019
Truewealth LLC4,092$244 12/31/2019
     IWR4,092$244 12/31/2019
Jordan Park Group LLC5,629$243 03/31/2020
     IWR5,629$243 03/31/2020
Community Bank of Raymore4,044$241 12/31/2019
     IWR4,044$241 12/31/2019
Formidable Asset Management LLC3,924$240 12/31/2019
     IWR3,924$240 12/31/2019
Obermeyer Wood Investment Counsel Lllp3,940$235 12/31/2019
     IWR3,940$235 12/31/2019
Blankinship & Foster LLC3,925$234 12/31/2019
     IWR3,925$234 12/31/2019
Vicus Capital3,846$229 12/31/2019
     IWR3,846$229 12/31/2019
Plancorp LLC3,825$228 12/31/2019
     IWR3,825$228 12/31/2019
Geneva Partners LLC3,831$228 12/31/2019
     IWR3,831$228 12/31/2019
Archer Investment Corp3,818$228 12/31/2019
     IWR3,818$228 12/31/2019
Cooper Financial Group3,815$227 12/31/2019
     IWR3,815$227 12/31/2019
Pinnacle Associates Ltd.3,783$226 12/31/2019
     IWR3,783$226 12/31/2019
Trustmark National Bank Trust Department3,796$226 12/31/2019
     IWR3,796$226 12/31/2019
Lyell Wealth Management LP3,794$226 12/31/2019
     IWR3,794$226 12/31/2019
Dorsey & Whitney Trust CO LLC3,760$224 12/31/2019
     IWR3,760$224 12/31/2019
Brown Advisory Securities LLC3,754$224 12/31/2019
     IWR3,754$224 12/31/2019
Claro Advisors LLC3,747$223 12/31/2019
     IWR3,747$223 12/31/2019
Clarius Group LLC3,672$222 12/31/2019
     IWR3,672$222 12/31/2019
ProVise Management Group LLC3,682$220 12/31/2019
     IWR3,682$220 12/31/2019
Belpointe Asset Management LLC3,681$220 12/31/2019
     IWR3,681$220 12/31/2019
Clifford Swan Investment Counsel LLC5,079$219 03/31/2020
     IWR5,079$219 03/31/2020
Marshall Financial Group Inc. ADV3,639$217 12/31/2019
     IWR3,639$217 12/31/2019
Wealth CMT3,648$217 12/31/2019
     IWR3,648$217 12/31/2019
JNBA Financial Advisors3,626$216 12/31/2019
     IWR3,626$216 12/31/2019
Capital Asset Advisory Services LLC3,535$216 12/31/2019
     IWR3,535$216 12/31/2019
Intl Fcstone Inc.3,607$215 12/31/2019
     IWR3,607$215 12/31/2019
Markston International LLC3,600$215 12/31/2019
     IWR3,600$215 12/31/2019
Norris Perne & French LLP MI3,608$215 12/31/2019
     IWR3,608$215 12/31/2019
SeaCrest Wealth Management LLC3,607$215 12/31/2019
     IWR3,607$215 12/31/2019
Bradley Foster & Sargent Inc. CT3,520$210 12/31/2019
     IWR3,520$210 12/31/2019
HT Partners LLC3,516$210 12/31/2019
     IWR3,516$210 12/31/2019
Orrstown Financial Services Inc.4,831$209 03/31/2020
     IWR4,831$209 03/31/2020
Atlantic Trust LLC3,500$209 12/31/2019
     IWR3,500$209 12/31/2019
Accredited Investors Inc.3,490$208 12/31/2019
     IWR3,490$208 12/31/2019
Enterprise Bank & Trust Co4,796$207 03/31/2020
     IWR4,796$207 03/31/2020
Guyasuta Investment Advisors Inc.3,448$206 12/31/2019
     IWR3,448$206 12/31/2019
Patton Albertson Miller Group LLC3,441$205 12/31/2019
     IWR3,441$205 12/31/2019
TPG Financial Advisors LLC4,716$204 03/31/2020
     IWR4,716$204 03/31/2020
Leavell Investment Management Inc.3,429$204 12/31/2019
     IWR3,429$204 12/31/2019
Private Capital Management LLC3,643$204 12/31/2019
     IWR3,643$204 12/31/2019
Gamble Jones Investment Counsel3,409$203 12/31/2019
     IWR3,409$203 12/31/2019
Tortoise Investment Management LLC3,400$203 12/31/2019
     IWR3,400$203 12/31/2019
West Oak Capital LLC4,600$199 03/31/2020
     IWR4,600$199 03/31/2020
Cedar Mountain Advisors LLC3,309$197 12/31/2019
     IWR3,309$197 12/31/2019
TFG Advisers LLC3,315$197 12/31/2019
     IWR3,315$197 12/31/2019
First Manhattan Co.3,248$193 12/31/2019
     IWR3,248$193 12/31/2019
HighMark Wealth Management LLC3,226$192 12/31/2019
     IWR3,226$192 12/31/2019
HBC Financial Services PLLC3,166$189 12/31/2019
     IWR3,166$189 12/31/2019
Central Bank & Trust Co.3,147$188 12/31/2019
     IWR3,147$188 12/31/2019
Northern Oak Wealth Management Inc.3,120$186 12/31/2019
     IWR3,120$186 12/31/2019
Front Row Advisors LLC3,085$184 12/31/2019
     IWR3,085$184 12/31/2019
Macroview Investment Management LLC2,991$178 12/31/2019
     IWR2,991$178 12/31/2019
IFP Advisors Inc2,911$175 12/31/2019
     IWR2,911$175 12/31/2019
LWS Wealth Advisors Inc.2,937$175 12/31/2019
     IWR2,937$175 12/31/2019
American Research & Management Co.2,860$171 12/31/2019
     IWR2,860$171 12/31/2019
Perkins Coie Trust Co2,824$168 12/31/2019
     IWR2,824$168 12/31/2019
Firestone Capital Management2,684$160 12/31/2019
     IWR2,684$160 12/31/2019
Weaver Consulting Group2,824$158 12/31/2019
     IWR2,824$158 12/31/2019
Coastal Capital Group Inc.3,648$157 03/31/2020
     IWR3,648$157 03/31/2020
Adirondack Trust Co.2,608$154 12/31/2019
     IWR2,608$154 12/31/2019
Hillman Capital Management Inc.2,534$151 12/31/2019
     IWR2,534$151 12/31/2019
Ellis Investment Partners LLC2,503$149 12/31/2019
     IWR2,503$149 12/31/2019
Shine Investment Advisory Services Inc.2,440$145 12/31/2019
     IWR2,440$145 12/31/2019
RMR Wealth Builders2,407$144 12/31/2019
     IWR2,407$144 12/31/2019
Sowa Financial Group Inc.2,274$136 12/31/2019
     IWR2,274$136 12/31/2019
Reilly Financial Advisors LLC2,240$134 12/31/2019
     IWR2,240$134 12/31/2019
MV Capital Management Inc.2,220$132 12/31/2019
     IWR2,220$132 12/31/2019
Laurel Wealth Advisors LLC2,216$132 12/31/2019
     IWR2,216$132 12/31/2019
Savior LLC2,196$131 12/31/2019
     IWR2,196$131 12/31/2019
Motco2,148$128 12/31/2019
     IWR2,148$128 12/31/2019
Whitnell & Co.2,124$127 12/31/2019
     IWR2,124$127 12/31/2019
Tower Research Capital LLC TRC 2,100$125 12/31/2019
     IWR2,100$125 12/31/2019
Institute for Wealth Management LLC.2,104$125 12/31/2019
     IWR2,104$125 12/31/2019
CNB Bank2,100$125 12/31/2019
     IWR2,100$125 12/31/2019
Howard Wealth Management LLC2,075$123 12/31/2019
     IWR2,075$123 12/31/2019
Dividend Assets Capital LLC2,032$121 12/31/2019
     IWR2,032$121 12/31/2019
HM Payson & Co.2,020$120 12/31/2019
     IWR2,020$120 12/31/2019
Lloyd Advisory Services LLC.1,983$118 12/31/2019
     IWR1,983$118 12/31/2019
Spence Asset Management1,952$116 12/31/2019
     IWR1,952$116 12/31/2019
Kore Private Wealth LLC1,892$113 12/31/2019
     IWR1,892$113 12/31/2019
Global Wealth Management Investment Advisory Inc.1,868$111 12/31/2019
     IWR1,868$111 12/31/2019
Fusion Family Wealth LLC1,838$110 12/31/2019
     IWR1,838$110 12/31/2019
1776 Wealth LLC1,800$107 12/31/2019
     IWR1,800$107 12/31/2019
FSA Wealth Management LLC1,740$104 12/31/2019
     IWR1,740$104 12/31/2019
Endurance Wealth Management Inc.1,727$103 12/31/2019
     IWR1,727$103 12/31/2019
Stearns Financial Services Group1,654$99 12/31/2019
     IWR1,654$99 12/31/2019
Capital Advisors Ltd. LLC1,635$97 12/31/2019
     IWR1,635$97 12/31/2019
ERTS Wealth Advisors LLC2,024$94 12/31/2019
     IWR2,024$94 12/31/2019
Wealthcare Advisory Partners LLC1,540$92 12/31/2019
     IWR1,540$92 12/31/2019
First Personal Financial Services1,500$89 12/31/2019
     IWR1,500$89 12/31/2019
Ellevest Inc.1,468$88 12/31/2019
     IWR1,468$88 12/31/2019
Ballast Advisors LLC1,476$88 12/31/2019
     IWR1,476$88 12/31/2019
Chevy Chase Trust Holdings Inc.1,396$83 12/31/2019
     IWR1,396$83 12/31/2019
HCR Wealth Advisors1,326$83 12/31/2019
     IWR1,326$83 12/31/2019
Fortis Advisors LLC1,347$80 12/31/2019
     IWR1,347$80 12/31/2019
Asio Capital LLC1,300$77 12/31/2019
     IWR1,300$77 12/31/2019
Farmers & Merchants Trust Co of Chambersburg PA1,280$76 12/31/2019
     IWR1,280$76 12/31/2019
Carroll Financial Associates Inc.1,760$75 03/31/2020
     IWR1,760$75 03/31/2020
Atlas Capital Advisors LLC1,160$69 12/31/2019
     IWR1,160$69 12/31/2019
Hudock Capital Group LLC1,135$67 12/31/2019
     IWR1,135$67 12/31/2019
Aua Capital Management LLC1,108$66 12/31/2019
     IWR1,108$66 12/31/2019
Global Retirement Partners LLC1,072$64 12/31/2019
     IWR1,072$64 12/31/2019
Regal Wealth Group Inc.1,060$63 12/31/2019
     IWR1,060$63 12/31/2019
Squar Milner Financial Services LLC1,050$62 12/31/2019
     IWR1,050$62 12/31/2019
San Francisco Sentry Investment Group CA1,416$61 03/31/2020
     IWR1,416$61 03/31/2020
CXI Advisors1,005$60 12/31/2019
     IWR1,005$60 12/31/2019
Kistler Tiffany Companies LLC900$54 03/31/2020
     IWR900$54 03/31/2020
Asset Dedication LLC840$50 12/31/2019
     IWR840$50 12/31/2019
Independence Advisors LLC800$48 12/31/2019
     IWR800$48 12/31/2019
Stonebridge Financial Planning Group LLC800$48 12/31/2019
     IWR800$48 12/31/2019
Tower View Investment Management & Research LLC792$47 12/31/2019
     IWR792$47 12/31/2019
HawsGoodwin Investment Management LLC785$47 12/31/2019
     IWR785$47 12/31/2019
Pittenger & Anderson Inc.772$46 12/31/2019
     IWR772$46 12/31/2019
Retirement Network768$46 12/31/2019
     IWR768$46 12/31/2019
NWK Group Inc.766$46 12/31/2019
     IWR766$46 12/31/2019
PrairieView Partners LLC996$43 03/31/2020
     IWR996$43 03/31/2020
CLS Investments LLC729$43 12/31/2019
     IWR729$43 12/31/2019
Horan Capital Advisors LLC.700$42 12/31/2019
     IWR700$42 12/31/2019
Trustcore Financial Services LLC700$42 12/31/2019
     IWR700$42 12/31/2019
Personal Wealth Partners700$42 12/31/2019
     IWR700$42 12/31/2019
Capital Investment Advisory Services LLC695$41 12/31/2019
     IWR695$41 12/31/2019
Core Wealth Advisors Inc.688$41 12/31/2019
     IWR688$41 12/31/2019
Clean Yield Group656$39 12/31/2019
     IWR656$39 12/31/2019
Robinson Capital Management LLC620$37 12/31/2019
     IWR620$37 12/31/2019
Clear Investment Research LLC625$37 12/31/2019
     IWR625$37 12/31/2019
Knuff & Co LLC620$37 12/31/2019
     IWR620$37 12/31/2019
Wealth Quarterback LLC13,263$37 12/31/2019
     IWR13,263$37 12/31/2019
Riverview Trust Co588$35 12/31/2019
     IWR588$35 12/31/2019
Community Bank N.A.580$35 12/31/2019
     IWR580$35 12/31/2019
AlphaMark Advisors LLC550$33 12/31/2019
     IWR550$33 12/31/2019
Affiance Financial LLC532$32 12/31/2019
     IWR532$32 12/31/2019
Focused Wealth Management Inc516$31 12/31/2019
     IWR516$31 12/31/2019
Pin Oak Investment Advisors Inc.504$30 12/31/2019
     IWR504$30 12/31/2019
Norway Savings Bank499$30 12/31/2019
     IWR499$30 12/31/2019
Parkside Financial Bank & Trust492$29 12/31/2019
     IWR492$29 12/31/2019
Pacific Center for Financial Services448$27 12/31/2019
     IWR448$27 12/31/2019
Certified Advisory Corp449$27 12/31/2019
     IWR449$27 12/31/2019
Raab & Moskowitz Asset Management LLC452$26 12/31/2019
     IWR452$26 12/31/2019
Atticus Wealth Management LLC420$25 12/31/2019
     IWR420$25 12/31/2019
Sterling Investment Advisors Ltd.400$23 12/31/2019
     IWR400$23 12/31/2019
Advisory Alpha LLC360$22 12/31/2019
     IWR360$22 12/31/2019
Gemmer Asset Management LLC372$22 12/31/2019
     IWR372$22 12/31/2019
AllSquare Wealth Management LLC368$22 12/31/2019
     IWR368$22 12/31/2019
Lake Point Wealth Management348$21 12/31/2019
     IWR348$21 12/31/2019
PSI Advisors LLC363$21 12/31/2019
     IWR363$21 12/31/2019
Assetmark Inc.312$19 12/31/2019
     IWR312$19 12/31/2019
Capital Investment Counsel Inc316$19 12/31/2019
     IWR316$19 12/31/2019
Harvest Group Wealth Management LLC324$19 12/31/2019
     IWR324$19 12/31/2019
Old North State Trust LLC319$19 12/31/2019
     IWR319$19 12/31/2019
EPG Wealth Management LLC319$19 12/31/2019
     IWR319$19 12/31/2019
Burt Wealth Advisors299$18 12/31/2019
     IWR299$18 12/31/2019
1 North Wealth Services LLC308$18 12/31/2019
     IWR308$18 12/31/2019
TCI Wealth Advisors Inc.280$17 12/31/2019
     IWR280$17 12/31/2019
Bellevue Asset Management LLC280$17 12/31/2019
     IWR280$17 12/31/2019
Institutional & Family Asset Management LLC256$15 12/31/2019
     IWR256$15 12/31/2019
Bray Capital Advisors240$14 12/31/2019
     IWR240$14 12/31/2019
Great Diamond Partners LLC248$14 12/31/2019
     IWR248$14 12/31/2019
SVB Wealth Advisory Inc.232$14 12/31/2019
     IWR232$14 12/31/2019
Peoples Financial Services CORP.300$13 03/31/2020
     IWR300$13 03/31/2020
Global Trust Asset Management LLC278$12 03/31/2020
     IWR278$12 03/31/2020
Family Management Corp200$12 12/31/2019
     IWR200$12 12/31/2019
Main Management LLC200$12 12/31/2019
     IWR200$12 12/31/2019
Capital Analysts LLC200$12 12/31/2019
     IWR200$12 12/31/2019
Powell Investment Advisors LLC200$12 12/31/2019
     IWR200$12 12/31/2019
RPg Family Wealth Advisory LLC188$11 12/31/2019
     IWR188$11 12/31/2019
Jacobi Capital Management LLC171$10 12/31/2019
     IWR171$10 12/31/2019
Sonora Investment Management LLC145$9 12/31/2019
     IWR145$9 12/31/2019
Rocky Mountain Advisers LLC144$9 12/31/2019
     IWR144$9 12/31/2019
New Potomac Partners LLC150$9 12/31/2019
     IWR150$9 12/31/2019
M&R Capital Management Inc.200$8 03/31/2020
     IWR200$8 03/31/2020
FinTrust Capital Advisors LLC136$8 12/31/2019
     IWR136$8 12/31/2019
Cribstone Capital Management LLC100$6 12/31/2019
     IWR100$6 12/31/2019
McIlrath & Eck LLC100$6 12/31/2019
     IWR100$6 12/31/2019
Allred Capital Management LLC100$6 12/31/2019
     IWR100$6 12/31/2019
Lehman & Derafelo Financial Resources LLC102$6 12/31/2019
     IWR102$6 12/31/2019
TI Trust Inc.100$6 12/31/2019
     IWR100$6 12/31/2019
Cutler Group LP $5 12/31/2019
     Call5,600$5 12/31/2019
Capital Advisory Group Advisory Services LLC80$5 12/31/2019
     IWR80$5 12/31/2019
Total Clarity Wealth Management Inc.75$4 12/31/2019
     IWR75$4 12/31/2019
Ambassador Advisors LLC40$2 12/31/2019
     IWR40$2 12/31/2019
Sugarloaf Wealth Management LLC20$1 12/31/2019
     IWR20$1 12/31/2019
Silicon Hills Wealth Management LLC1$0 12/31/2019
     IWR1$0 12/31/2019

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

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