Holder | Amount | Position Size
($ in 1000's) | As of |
Morgan Stanley | 196,441 | $28,983 | 09/30/2019 |
IYY | 196,441 | $28,983 | 09/30/2019 |
Bank of America Corp DE | 138,181 | $20,388 | 09/30/2019 |
IYY | 138,181 | $20,388 | 09/30/2019 |
LPL Financial LLC | 132,615 | $19,566 | 09/30/2019 |
IYY | 132,615 | $19,566 | 09/30/2019 |
PNC Financial Services Group Inc. | 122,502 | $18,074 | 09/30/2019 |
IYY | 122,502 | $18,074 | 09/30/2019 |
Credit Suisse AG | 119,950 | $17,697 | 09/30/2019 |
IYY | 119,950 | $17,697 | 09/30/2019 |
Savant Capital LLC | 112,826 | $16,646 | 09/30/2019 |
IYY | 112,826 | $16,646 | 09/30/2019 |
UBS Group AG | 103,877 | $15,326 | 09/30/2019 |
IYY | 103,877 | $15,326 | 09/30/2019 |
Wells Fargo & Company MN | 66,888 | $9,869 | 09/30/2019 |
IYY | 66,888 | $9,869 | 09/30/2019 |
Cambridge Investment Research Advisors Inc. | 61,623 | $9,092 | 09/30/2019 |
IYY | 61,623 | $9,092 | 09/30/2019 |
Advisor Group Inc. | 41,558 | $6,132 | 09/30/2019 |
IYY | 41,558 | $6,132 | 09/30/2019 |
Lowe Wealth Advisors LLC | 38,235 | $5,641 | 09/30/2019 |
IYY | 38,235 | $5,641 | 09/30/2019 |
Bank of New York Mellon Corp | 35,641 | $5,258 | 09/30/2019 |
IYY | 35,641 | $5,258 | 09/30/2019 |
Commonwealth Equity Services LLC | 35,227 | $5,197 | 09/30/2019 |
IYY | 35,227 | $5,197 | 09/30/2019 |
Ladenburg Thalmann Financial Services Inc. | 31,109 | $4,591 | 09/30/2019 |
IYY | 31,109 | $4,591 | 09/30/2019 |
Royal Bank of Canada | 28,754 | $4,243 | 09/30/2019 |
IYY | 28,754 | $4,243 | 09/30/2019 |
Captrust Financial Advisors | 26,966 | $3,979 | 09/30/2019 |
IYY | 26,966 | $3,979 | 09/30/2019 |
Suntrust Banks Inc. | 26,522 | $3,913 | 09/30/2019 |
IYY | 26,522 | $3,913 | 09/30/2019 |
Stifel Financial Corp | 25,146 | $3,711 | 09/30/2019 |
IYY | 25,146 | $3,711 | 09/30/2019 |
Cetera Advisors LLC | 22,820 | $3,372 | 09/30/2019 |
IYY | 22,820 | $3,372 | 09/30/2019 |
Susquehanna International Group LLP | 22,342 | $3,296 | 09/30/2019 |
IYY | 22,342 | $3,296 | 09/30/2019 |
First Heartland Consultants Inc. | 21,774 | $3,213 | 09/30/2019 |
IYY | 21,774 | $3,213 | 09/30/2019 |
Guidant Wealth Advisors | 20,880 | $3,081 | 09/30/2019 |
IYY | 20,880 | $3,081 | 09/30/2019 |
Envestnet Asset Management Inc. | 19,931 | $2,941 | 09/30/2019 |
IYY | 19,931 | $2,941 | 09/30/2019 |
Creative Planning | 19,531 | $2,882 | 09/30/2019 |
IYY | 19,531 | $2,882 | 09/30/2019 |
Aspiriant LLC | 18,874 | $2,785 | 09/30/2019 |
IYY | 18,874 | $2,785 | 09/30/2019 |
Raymond James Financial Services Advisors Inc. | 18,859 | $2,782 | 09/30/2019 |
IYY | 18,859 | $2,782 | 09/30/2019 |
Coastal Capital Group Inc. | 17,476 | $2,578 | 09/30/2019 |
IYY | 17,476 | $2,578 | 09/30/2019 |
Citadel Advisors LLC | 17,025 | $2,512 | 09/30/2019 |
IYY | 17,025 | $2,512 | 09/30/2019 |
Raymond James & Associates | 16,780 | $2,476 | 09/30/2019 |
IYY | 16,780 | $2,476 | 09/30/2019 |
TrinityPoint Wealth LLC | 16,099 | $2,458 | 09/30/2019 |
IYY | 16,099 | $2,458 | 09/30/2019 |
Ameriprise Financial Inc. | 15,957 | $2,354 | 09/30/2019 |
IYY | 15,957 | $2,354 | 09/30/2019 |
United Capital Financial Advisers LLC | 14,749 | $2,176 | 09/30/2019 |
IYY | 14,749 | $2,176 | 09/30/2019 |
Sigma Planning Corp | 14,550 | $2,147 | 09/30/2019 |
IYY | 14,550 | $2,147 | 09/30/2019 |
NewSquare Capital LLC | 14,115 | $2,083 | 09/30/2019 |
IYY | 14,115 | $2,083 | 09/30/2019 |
Ibex Wealth Advisors | 13,219 | $1,950 | 09/30/2019 |
IYY | 13,219 | $1,950 | 09/30/2019 |
Asset Advisors Investment Management LLC | 12,800 | $1,889 | 09/30/2019 |
IYY | 12,800 | $1,889 | 09/30/2019 |
Cresset Asset Management LLC | 11,738 | $1,732 | 09/30/2019 |
IYY | 11,738 | $1,732 | 09/30/2019 |
Thomasville National Bank | 11,480 | $1,694 | 09/30/2019 |
IYY | 11,480 | $1,694 | 09/30/2019 |
Johnson Financial Group Inc. | 10,711 | $1,580 | 09/30/2019 |
IYY | 10,711 | $1,580 | 09/30/2019 |
Mathes Company Inc. | 10,000 | $1,475 | 09/30/2019 |
IYY | 10,000 | $1,475 | 09/30/2019 |
GenWealth Group Inc. | 9,736 | $1,436 | 09/30/2019 |
IYY | 9,736 | $1,436 | 09/30/2019 |
Private Capital Group LLC | 9,628 | $1,421 | 09/30/2019 |
IYY | 9,628 | $1,421 | 09/30/2019 |
FMR LLC | 9,027 | $1,332 | 09/30/2019 |
IYY | 9,027 | $1,332 | 09/30/2019 |
Mutual Advisors LLC | 9,022 | $1,331 | 09/30/2019 |
IYY | 9,022 | $1,331 | 09/30/2019 |
NorthRock Partners LLC | 8,556 | $1,262 | 09/30/2019 |
IYY | 8,556 | $1,262 | 09/30/2019 |
Steward Partners Investment Advisory LLC | 6,395 | $943 | 09/30/2019 |
IYY | 6,395 | $943 | 09/30/2019 |
Portfolio Solutions LLC | 6,000 | $885 | 09/30/2019 |
IYY | 6,000 | $885 | 09/30/2019 |
HighTower Advisors LLC | 5,858 | $863 | 09/30/2019 |
IYY | 5,858 | $863 | 09/30/2019 |
Koshinski Asset Management Inc. | 5,848 | $863 | 09/30/2019 |
IYY | 5,848 | $863 | 09/30/2019 |
South Texas Money Management Ltd. | 5,408 | $798 | 09/30/2019 |
IYY | 5,408 | $798 | 09/30/2019 |
IHT Wealth Management LLC | 5,305 | $783 | 09/30/2019 |
IYY | 5,305 | $783 | 09/30/2019 |
Ellis Investment Partners LLC | 5,069 | $738 | 09/30/2019 |
IYY | 5,069 | $738 | 09/30/2019 |
Kelman Lazarov Inc. | 4,985 | $735 | 09/30/2019 |
IYY | 4,985 | $735 | 09/30/2019 |
Sonata Capital Group Inc. | 4,955 | $731 | 09/30/2019 |
IYY | 4,955 | $731 | 09/30/2019 |
Ausdal Financial Partners Inc. | 4,727 | $697 | 09/30/2019 |
IYY | 4,727 | $697 | 09/30/2019 |
Ballew Advisors Inc | 4,540 | $651 | 09/30/2019 |
IYY | 4,540 | $651 | 09/30/2019 |
Wealthcare Advisory Partners LLC | 4,382 | $647 | 09/30/2019 |
IYY | 4,382 | $647 | 09/30/2019 |
Private Advisor Group LLC | 4,374 | $645 | 09/30/2019 |
IYY | 4,374 | $645 | 09/30/2019 |
Private Advisory Group LLC | 4,333 | $639 | 09/30/2019 |
IYY | 4,333 | $639 | 09/30/2019 |
Comerica Bank | 4,276 | $638 | 09/30/2019 |
IYY | 4,276 | $638 | 09/30/2019 |
Claraphi Advisory Network LLC | 4,273 | $630 | 09/30/2019 |
IYY | 4,273 | $630 | 09/30/2019 |
CIBC Private Wealth Group LLC | 3,843 | $567 | 09/30/2019 |
IYY | 3,843 | $567 | 09/30/2019 |
Cullen Frost Bankers Inc. | 3,800 | $561 | 09/30/2019 |
IYY | 3,800 | $561 | 09/30/2019 |
Wealth & Pension Services Group Inc. | 3,609 | $532 | 09/30/2019 |
IYY | 3,609 | $532 | 09/30/2019 |
National Asset Management Inc. | 3,584 | $529 | 09/30/2019 |
IYY | 3,584 | $529 | 09/30/2019 |
MML Investors Services LLC | 3,338 | $493 | 09/30/2019 |
IYY | 3,338 | $493 | 09/30/2019 |
Slow Capital Inc. | 3,197 | $472 | 09/30/2019 |
IYY | 3,197 | $472 | 09/30/2019 |
WESPAC Advisors LLC | 3,150 | $465 | 09/30/2019 |
IYY | 3,150 | $465 | 09/30/2019 |
Pinnacle Financial Partners Inc. | 2,942 | $434 | 09/30/2019 |
IYY | 2,942 | $434 | 09/30/2019 |
Cortland Associates Inc. MO | 2,875 | $424 | 09/30/2019 |
IYY | 2,875 | $424 | 09/30/2019 |
JPMorgan Chase & Co. | 2,821 | $416 | 09/30/2019 |
IYY | 2,821 | $416 | 09/30/2019 |
Tower Research Capital LLC TRC | 2,818 | $416 | 09/30/2019 |
IYY | 2,818 | $416 | 09/30/2019 |
LexAurum Advisors LLC | 2,723 | $402 | 09/30/2019 |
IYY | 2,723 | $402 | 09/30/2019 |
Centric Wealth Management | 2,802 | $401 | 09/30/2019 |
IYY | 2,802 | $401 | 09/30/2019 |
Avantax Advisory Services Inc. | 2,646 | $386 | 09/30/2019 |
IYY | 2,646 | $386 | 09/30/2019 |
GenTrust LLC | 2,500 | $369 | 09/30/2019 |
IYY | 2,500 | $369 | 09/30/2019 |
Foresight Wealth Management LLC | 2,437 | $360 | 09/30/2019 |
IYY | 2,437 | $360 | 09/30/2019 |
US Bancorp DE | 2,411 | $355 | 09/30/2019 |
IYY | 2,411 | $355 | 09/30/2019 |
Sunbelt Securities Inc. | 2,370 | $350 | 09/30/2019 |
IYY | 2,370 | $350 | 09/30/2019 |
Cooper Haims Advisors LLC | 2,321 | $342 | 09/30/2019 |
IYY | 2,321 | $342 | 09/30/2019 |
DAVENPORT & Co LLC | 2,330 | $340 | 09/30/2019 |
IYY | 2,330 | $340 | 09/30/2019 |
Burke & Herbert Bank & Trust Co. | 2,287 | $337 | 09/30/2019 |
IYY | 2,287 | $337 | 09/30/2019 |
North Star Asset Management Inc. | 2,200 | $325 | 09/30/2019 |
IYY | 2,200 | $325 | 09/30/2019 |
Mid Atlantic Financial Management Inc. ADV | 2,076 | $306 | 09/30/2019 |
IYY | 2,076 | $306 | 09/30/2019 |
Lake Street Financial LLC | 2,009 | $296 | 09/30/2019 |
IYY | 2,009 | $296 | 09/30/2019 |
Synovus Financial Corp | 1,994 | $295 | 09/30/2019 |
IYY | 1,994 | $295 | 09/30/2019 |
Murphy Middleton Hinkle & Parker Inc. | 2,000 | $295 | 09/30/2019 |
IYY | 2,000 | $295 | 09/30/2019 |
CCG Wealth Management LLC | 1,976 | $292 | 09/30/2019 |
IYY | 1,976 | $292 | 09/30/2019 |
Edmonds Duncan Registered Investment Advisors LLC | 1,954 | $288 | 09/30/2019 |
IYY | 1,954 | $288 | 09/30/2019 |
Sterling Investment Advisors Ltd. | 2,781 | $284 | 09/30/2019 |
IYY | 2,781 | $284 | 09/30/2019 |
Raymond James Trust N.A. | 1,848 | $273 | 09/30/2019 |
IYY | 1,848 | $273 | 09/30/2019 |
Personal Capital Advisors Corp | 1,819 | $268 | 09/30/2019 |
IYY | 1,819 | $268 | 09/30/2019 |
Capital Investment Advisors LLC | 1,814 | $268 | 09/30/2019 |
IYY | 1,814 | $268 | 09/30/2019 |
First Republic Investment Management Inc. | 1,782 | $263 | 09/30/2019 |
IYY | 1,782 | $263 | 09/30/2019 |
Princeton Global Asset Management LLC | 1,800 | $263 | 09/30/2019 |
IYY | 1,800 | $263 | 09/30/2019 |
Stratos Wealth Partners LTD. | 1,753 | $259 | 09/30/2019 |
IYY | 1,753 | $259 | 09/30/2019 |
Edge Wealth Management LLC | 1,600 | $236 | 09/30/2019 |
IYY | 1,600 | $236 | 09/30/2019 |
BOKF NA | 1,591 | $235 | 09/30/2019 |
IYY | 1,591 | $235 | 09/30/2019 |
Buckingham Asset Management LLC | 1,594 | $235 | 09/30/2019 |
IYY | 1,594 | $235 | 09/30/2019 |
Evanson Asset Management LLC | 1,568 | $231 | 09/30/2019 |
IYY | 1,568 | $231 | 09/30/2019 |
Baldwin Investment Management LLC | 1,510 | $223 | 09/30/2019 |
IYY | 1,510 | $223 | 09/30/2019 |
Nottingham Advisors Inc. | 1,465 | $214 | 09/30/2019 |
IYY | 1,465 | $214 | 09/30/2019 |
Leavell Investment Management Inc. | 1,409 | $208 | 09/30/2019 |
IYY | 1,409 | $208 | 09/30/2019 |
Blair William & Co. IL | 1,375 | $203 | 09/30/2019 |
IYY | 1,375 | $203 | 09/30/2019 |
Whittier Trust Co. of Nevada Inc. | 1,250 | $184 | 09/30/2019 |
IYY | 1,250 | $184 | 09/30/2019 |
Sowell Financial Services LLC | 1,141 | $168 | 09/30/2019 |
IYY | 1,141 | $168 | 09/30/2019 |
IFP Advisors Inc | 1,086 | $159 | 09/30/2019 |
IYY | 1,086 | $159 | 09/30/2019 |
Huntington National Bank | 1,000 | $148 | 09/30/2019 |
IYY | 1,000 | $148 | 09/30/2019 |
Fifth Third Bancorp | 981 | $145 | 09/30/2019 |
IYY | 981 | $145 | 09/30/2019 |
Shine Investment Advisory Services Inc. | 950 | $140 | 09/30/2019 |
IYY | 950 | $140 | 09/30/2019 |
First Allied Advisory Services Inc. | 833 | $122 | 09/30/2019 |
IYY | 833 | $122 | 09/30/2019 |
Rocky Mountain Advisers LLC | 820 | $121 | 09/30/2019 |
IYY | 820 | $121 | 09/30/2019 |
Bank of Montreal Can | 673 | $99 | 09/30/2019 |
IYY | 673 | $99 | 09/30/2019 |
Ironwood Financial llc | 635 | $94 | 09/30/2019 |
IYY | 635 | $94 | 09/30/2019 |
Flagship Harbor Advisors LLC | 574 | $84 | 09/30/2019 |
IYY | 574 | $84 | 09/30/2019 |
AllSquare Wealth Management LLC | 565 | $83 | 09/30/2019 |
IYY | 565 | $83 | 09/30/2019 |
Northwestern Mutual Wealth Management Co. | 517 | $76 | 09/30/2019 |
IYY | 517 | $76 | 09/30/2019 |
Aptus Capital Advisors LLC | 405 | $59 | 09/30/2019 |
IYY | 405 | $59 | 09/30/2019 |
NEXT Financial Group Inc | 263 | $39 | 09/30/2019 |
IYY | 263 | $39 | 09/30/2019 |
AdvisorNet Financial Inc | 238 | $35 | 09/30/2019 |
IYY | 238 | $35 | 09/30/2019 |
Liberty Wealth Management LLC | 236 | $35 | 09/30/2019 |
IYY | 236 | $35 | 09/30/2019 |
Rockefeller Capital Management L.P. | 213 | $31 | 09/30/2019 |
IYY | 213 | $31 | 09/30/2019 |
First National Bank of South Miami | 200 | $29 | 09/30/2019 |
IYY | 200 | $29 | 09/30/2019 |
Sandy Spring Bank | 186 | $27 | 09/30/2019 |
IYY | 186 | $27 | 09/30/2019 |
Evensky & Katz LLC | 174 | $26 | 09/30/2019 |
IYY | 174 | $26 | 09/30/2019 |
Citigroup Inc. | 158 | $23 | 09/30/2019 |
IYY | 158 | $23 | 09/30/2019 |
Benjamin F. Edwards & Company Inc. | 150 | $22 | 09/30/2019 |
IYY | 150 | $22 | 09/30/2019 |
BlackRock Inc. | 129 | $19 | 09/30/2019 |
IYY | 129 | $19 | 09/30/2019 |
Glassman Wealth Services | 100 | $15 | 09/30/2019 |
IYY | 100 | $15 | 09/30/2019 |
McIlrath & Eck LLC | 95 | $14 | 09/30/2019 |
IYY | 95 | $14 | 09/30/2019 |
Weaver Consulting Group | 93 | $14 | 09/30/2019 |
IYY | 93 | $14 | 09/30/2019 |
Valeo Financial Advisors LLC | 89 | $13 | 09/30/2019 |
IYY | 89 | $13 | 09/30/2019 |
GSB Wealth Management LLC | 66 | $10 | 09/30/2019 |
IYY | 66 | $10 | 09/30/2019 |
Reilly Financial Advisors LLC | 60 | $9 | 09/30/2019 |
IYY | 60 | $9 | 09/30/2019 |
Financial Architects Inc | 54 | $8 | 09/30/2019 |
IYY | 54 | $8 | 09/30/2019 |
Carroll Financial Associates Inc. | 54 | $7 | 09/30/2019 |
IYY | 54 | $7 | 09/30/2019 |
Bedel Financial Consulting Inc. | 40 | $6 | 09/30/2019 |
IYY | 40 | $6 | 09/30/2019 |
Advisory Services Network LLC | 30 | $4 | 09/30/2019 |
IYY | 30 | $4 | 09/30/2019 |
Kistler Tiffany Companies LLC | 15 | $2 | 09/30/2019 |
IYY | 15 | $2 | 09/30/2019 |
Laurel Wealth Advisors LLC | 14 | $2 | 09/30/2019 |
IYY | 14 | $2 | 09/30/2019 |
Prestige Wealth Management Group LLC | 12 | $2 | 09/30/2019 |
IYY | 12 | $2 | 09/30/2019 |
Transamerica Financial Advisors Inc. | 2 | $1 | 09/30/2019 |
IYY | 2 | $1 | 09/30/2019 |
Proequities Inc. | 0 | $0 | 09/30/2019 |
IYY | 0 | $0 | 09/30/2019 |