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On this page, we present all of the funds holding IVW from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding IVW, with a link to that fund's top holdings. The next columns
indicate the amount of IVW stock held by each of the funds holding IVW, followed by the IVW position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 1518 funds holding IVW within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Punch & Associates Investment Management Inc.. For more details on the positions held by Punch & Associates Investment Management Inc.
(or by any of the other funds holding IVW), click the fund name in the "Holder" column of the funds-holding-IVW table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Punch & Associates Investment Management Inc. | | $6,087,817 | 12/31/2023 | Call | 80,982 | $6,081,735 | 12/31/2023 | IVW | 80,982 | $6,082 | 12/31/2023 | JPMorgan Chase & Co. | 45,950,902 | $3,450,913 | 12/31/2023 | IVW | 45,950,902 | $3,450,913 | 12/31/2023 | Morgan Stanley | 29,694,538 | $2,230,060 | 12/31/2023 | IVW | 29,694,538 | $2,230,060 | 12/31/2023 | Envestnet Asset Management Inc. | 21,548,126 | $1,618,264 | 12/31/2023 | IVW | 21,548,126 | $1,618,264 | 12/31/2023 | Bank of America Corp DE | 17,440,200 | $1,309,759 | 12/31/2023 | IVW | 17,440,200 | $1,309,759 | 12/31/2023 | Wells Fargo & Company MN | 15,600,583 | $1,171,604 | 12/31/2023 | IVW | 15,600,583 | $1,171,604 | 12/31/2023 | Jones Financial Companies Lllp | 12,863,622 | $966,058 | 12/31/2023 | IVW | 12,863,622 | $966,058 | 12/31/2023 | Goldman Sachs Group Inc. | 10,113,546 | $759,527 | 12/31/2023 | IVW | 10,113,546 | $759,527 | 12/31/2023 | UBS Group AG | | $700,097 | 12/31/2023 | IVW | 9,325,191 | $700,322 | 12/31/2023 | Put | 3,000 | $225 | 12/31/2023 | LPL Financial LLC | 7,908,066 | $593,896 | 12/31/2023 | IVW | 7,908,066 | $593,896 | 12/31/2023 | Ameriprise Financial Inc. | 7,121,845 | $534,865 | 12/31/2023 | IVW | 7,121,845 | $534,865 | 12/31/2023 | Stifel Financial Corp | 6,968,324 | $523,327 | 12/31/2023 | IVW | 6,968,324 | $523,327 | 12/31/2023 | M&T Bank Corp | 5,159,252 | $387,459 | 12/31/2023 | IVW | 5,159,252 | $387,459 | 12/31/2023 | The PNC Financial Services Group Inc. | 5,020,008 | $377,003 | 12/31/2023 | IVW | 5,020,008 | $377,003 | 12/31/2023 | CWM LLC | 4,419,212 | $373,158 | 03/31/2024 | IVW | 4,419,212 | $373,158 | 03/31/2024 | Advisor Group Holdings Inc. | 3,869,378 | $290,643 | 12/31/2023 | IVW | 3,869,378 | $290,643 | 12/31/2023 | Mariner LLC | 3,759,278 | $282,322 | 12/31/2023 | IVW | 3,759,278 | $282,322 | 12/31/2023 | BlackRock Inc. | 3,624,246 | $272,181 | 12/31/2023 | IVW | 3,624,246 | $272,181 | 12/31/2023 | Regions Financial Corp | 3,021,309 | $255,119 | 03/31/2024 | IVW | 3,021,309 | $255,119 | 03/31/2024 | US Bancorp DE | 3,376,757 | $253,594 | 12/31/2023 | IVW | 3,376,757 | $253,594 | 12/31/2023 | Park Avenue Securities LLC | 2,649,963 | $223,763 | 03/31/2024 | IVW | 2,649,963 | $223,763 | 03/31/2024 | Royal Bank of Canada | 2,920,404 | $219,032 | 12/31/2023 | IVW | 2,920,404 | $219,032 | 12/31/2023 | Commonwealth Equity Services LLC | 2,831,843 | $212,671 | 12/31/2023 | IVW | 2,831,843 | $212,671 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 2,408,561 | $203,379 | 03/31/2024 | IVW | 2,408,561 | $203,379 | 03/31/2024 | HB Wealth Management LLC | 2,640,236 | $198,283 | 12/31/2023 | IVW | 2,640,236 | $198,283 | 12/31/2023 | Lido Advisors LLC | 2,550,489 | $191,542 | 12/31/2023 | IVW | 2,550,489 | $191,542 | 12/31/2023 | Huntington National Bank | 2,395,587 | $179,909 | 12/31/2023 | IVW | 2,395,587 | $179,909 | 12/31/2023 | Raymond James & Associates | 2,111,674 | $178,310 | 03/31/2024 | IVW | 2,111,674 | $178,310 | 03/31/2024 | FMR LLC | 2,166,077 | $162,672 | 12/31/2023 | IVW | 2,166,077 | $162,672 | 12/31/2023 | Envestnet Portfolio Solutions Inc. | 2,018,530 | $151,592 | 12/31/2023 | IVW | 2,018,530 | $151,592 | 12/31/2023 | HighTower Advisors LLC | 1,776,928 | $133,446 | 12/31/2023 | IVW | 1,776,928 | $133,446 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 1,686,803 | $126,679 | 12/31/2023 | IVW | 1,686,803 | $126,679 | 12/31/2023 | Smith Anglin Financial LLC | 1,462,631 | $123,505 | 03/31/2024 | IVW | 1,462,631 | $123,505 | 03/31/2024 | Cliftonlarsonallen Wealth Advisors LLC | 1,468,236 | $110,265 | 12/31/2023 | IVW | 1,468,236 | $110,265 | 12/31/2023 | Midland Wealth Advisors LLC | 1,333,343 | $100,134 | 12/31/2023 | IVW | 1,333,343 | $100,134 | 12/31/2023 | Thrivent Financial for Lutherans | 1,212,713 | $91,076 | 12/31/2023 | IVW | 1,212,713 | $91,076 | 12/31/2023 | Bank of New York Mellon Corp | 1,066,170 | $90,027 | 03/31/2024 | IVW | 1,066,170 | $90,027 | 03/31/2024 | Courier Capital LLC | 1,059,991 | $89,506 | 03/31/2024 | IVW | 1,059,991 | $89,506 | 03/31/2024 | Comerica Bank | 1,107,331 | $83,161 | 12/31/2023 | IVW | 1,107,331 | $83,161 | 12/31/2023 | LVZ Advisors Inc. | 978,251 | $82,604 | 03/31/2024 | IVW | 978,251 | $82,604 | 03/31/2024 | Salomon & Ludwin LLC | 1,189,761 | $81,333 | 12/31/2023 | IVW | 1,189,761 | $81,333 | 12/31/2023 | MML Investors Services LLC | 1,081,027 | $81,185 | 12/31/2023 | IVW | 1,081,027 | $81,185 | 12/31/2023 | Resources Investment Advisors LLC. | 1,060,495 | $79,643 | 12/31/2023 | IVW | 1,060,495 | $79,643 | 12/31/2023 | Truist Financial Corp | 1,048,608 | $78,750 | 12/31/2023 | IVW | 1,048,608 | $78,750 | 12/31/2023 | Fifth Third Bancorp | 897,959 | $75,824 | 03/31/2024 | IVW | 897,959 | $75,824 | 03/31/2024 | Rehmann Capital Advisory Group | 1,006,399 | $75,581 | 12/31/2023 | IVW | 1,006,399 | $75,581 | 12/31/2023 | Baird Financial Group Inc. | 995,576 | $74,768 | 12/31/2023 | IVW | 995,576 | $74,768 | 12/31/2023 | Two Sigma Investments LP | 977,900 | $73,440 | 12/31/2023 | IVW | 977,900 | $73,440 | 12/31/2023 | Calamos Wealth Management LLC | 934,958 | $70,215 | 12/31/2023 | IVW | 934,958 | $70,215 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 786,811 | $66,438 | 03/31/2024 | IVW | 786,811 | $66,438 | 03/31/2024 | MAI Capital Management | 881,876 | $66,229 | 12/31/2023 | IVW | 881,876 | $66,229 | 12/31/2023 | Janney Montgomery Scott LLC | 867,535 | $65,152 | 12/31/2023 | IVW | 867,535 | $65,152 | 12/31/2023 | USA Financial Portformulas Corp | 855,439 | $64,243 | 12/31/2023 | IVW | 855,439 | $64,243 | 12/31/2023 | Moneta Group Investment Advisors LLC | 848,907 | $63,753 | 12/31/2023 | IVW | 848,907 | $63,753 | 12/31/2023 | Cetera Investment Advisers | 847,249 | $63,628 | 12/31/2023 | IVW | 847,249 | $63,628 | 12/31/2023 | Praetorian Wealth Management Inc. | 749,205 | $63,263 | 03/31/2024 | IVW | 749,205 | $63,263 | 03/31/2024 | Keybank National Association OH | 831,424 | $62,440 | 12/31/2023 | IVW | 831,424 | $62,440 | 12/31/2023 | Valmark Advisers Inc. | 829,579 | $62,301 | 12/31/2023 | IVW | 829,579 | $62,301 | 12/31/2023 | Equitable Holdings Inc. | 795,756 | $59,761 | 12/31/2023 | IVW | 795,756 | $59,761 | 12/31/2023 | Modera Wealth Management LLC | 789,286 | $59,275 | 12/31/2023 | IVW | 789,286 | $59,275 | 12/31/2023 | SCS Capital Management LLC | 788,053 | $59,183 | 12/31/2023 | IVW | 788,053 | $59,183 | 12/31/2023 | Modern Wealth Management LLC | 744,655 | $55,924 | 12/31/2023 | IVW | 744,655 | $55,924 | 12/31/2023 | Stegner Investment Associates Inc. | 657,847 | $55,549 | 03/31/2024 | IVW | 657,847 | $55,549 | 03/31/2024 | Bank of Montreal Can | 703,843 | $53,140 | 12/31/2023 | IVW | 703,843 | $53,140 | 12/31/2023 | Foundations Investment Advisors LLC | 676,020 | $53,027 | 12/31/2023 | IVW | 676,020 | $53,027 | 12/31/2023 | Two Sigma Advisers LP | 682,000 | $51,218 | 12/31/2023 | IVW | 682,000 | $51,218 | 12/31/2023 | Charles Schwab Investment Management Inc. | 677,391 | $50,872 | 12/31/2023 | IVW | 677,391 | $50,872 | 12/31/2023 | Arvest Trust Co. N A | 658,035 | $49,418 | 12/31/2023 | IVW | 658,035 | $49,418 | 12/31/2023 | Allworth Financial LP | 576,965 | $48,719 | 03/31/2024 | IVW | 576,965 | $48,719 | 03/31/2024 | Northern Trust Corp | 600,846 | $45,124 | 12/31/2023 | IVW | 600,846 | $45,124 | 12/31/2023 | First Hawaiian Bank | 529,498 | $44,711 | 03/31/2024 | IVW | 529,498 | $44,711 | 03/31/2024 | Wealth Enhancement Advisory Services LLC | 528,291 | $44,609 | 03/31/2024 | IVW | 528,291 | $44,609 | 03/31/2024 | SilverOak Wealth Management LLC | 590,996 | $44,384 | 12/31/2023 | IVW | 590,996 | $44,384 | 12/31/2023 | Cetera Advisor Networks LLC | 586,946 | $44,080 | 12/31/2023 | IVW | 586,946 | $44,080 | 12/31/2023 | United Capital Financial Advisers LLC | 585,224 | $43,950 | 12/31/2023 | IVW | 585,224 | $43,950 | 12/31/2023 | Captrust Financial Advisors | 561,844 | $42,194 | 12/31/2023 | IVW | 561,844 | $42,194 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 557,365 | $41,858 | 12/31/2023 | IVW | 557,365 | $41,858 | 12/31/2023 | Platte River Wealth Advisors LLC | 495,534 | $41,843 | 03/31/2024 | IVW | 495,534 | $41,843 | 03/31/2024 | Northern Oak Wealth Management Inc. | 534,167 | $40,116 | 12/31/2023 | IVW | 534,167 | $40,116 | 12/31/2023 | Barings LLC | 520,665 | $39,102 | 12/31/2023 | IVW | 520,665 | $39,102 | 12/31/2023 | North Star Investment Management Corp. | 519,441 | $39,010 | 12/31/2023 | IVW | 519,441 | $39,010 | 12/31/2023 | Cetera Advisors LLC | 516,921 | $38,821 | 12/31/2023 | IVW | 516,921 | $38,821 | 12/31/2023 | Pensionmark Financial Group LLC | 511,419 | $38,408 | 12/31/2023 | IVW | 511,419 | $38,408 | 12/31/2023 | Capital Advisors Inc. OK | 506,123 | $38,010 | 12/31/2023 | IVW | 506,123 | $38,010 | 12/31/2023 | Advocacy Wealth Management Services LLC | 449,485 | $37,955 | 03/31/2024 | IVW | 449,485 | $37,955 | 03/31/2024 | Probity Advisors Inc. | 503,349 | $37,802 | 12/31/2023 | IVW | 503,349 | $37,802 | 12/31/2023 | Rockefeller Capital Management L.P. | 496,422 | $37,281 | 12/31/2023 | IVW | 496,422 | $37,281 | 12/31/2023 | Creative Planning | 490,036 | $36,802 | 12/31/2023 | IVW | 490,036 | $36,802 | 12/31/2023 | RSM US Wealth Management LLC | 475,696 | $35,725 | 12/31/2023 | IVW | 475,696 | $35,725 | 12/31/2023 | Connecticut Wealth Management LLC | 470,553 | $35,338 | 12/31/2023 | IVW | 470,553 | $35,338 | 12/31/2023 | Amarillo National Bank | 409,539 | $34,581 | 03/31/2024 | IVW | 409,539 | $34,581 | 03/31/2024 | Strategic Wealth Partners Group LLC | 457,861 | $34,385 | 12/31/2023 | IVW | 457,861 | $34,385 | 12/31/2023 | Atria Wealth Solutions Inc. | 453,285 | $34,042 | 12/31/2023 | IVW | 453,285 | $34,042 | 12/31/2023 | Financial Life Advisors | 395,968 | $33,436 | 03/31/2024 | IVW | 395,968 | $33,436 | 03/31/2024 | Greenleaf Trust | 438,741 | $32,949 | 12/31/2023 | IVW | 438,741 | $32,949 | 12/31/2023 | Principal Securities Inc. | 434,410 | $32,624 | 12/31/2023 | IVW | 434,410 | $32,624 | 12/31/2023 | Kestra Advisory Services LLC | 429,549 | $32,259 | 12/31/2023 | IVW | 429,549 | $32,259 | 12/31/2023 | Quantitative Strategies Inc. | 426,030 | $31,995 | 12/31/2023 | IVW | 426,030 | $31,995 | 12/31/2023 | Wade G W & Inc. | 424,013 | $31,843 | 12/31/2023 | IVW | 424,013 | $31,843 | 12/31/2023 | BOK Financial Private Wealth Inc. | 419,030 | $31,469 | 12/31/2023 | IVW | 419,030 | $31,469 | 12/31/2023 | Busey Wealth Management | 364,779 | $30,802 | 03/31/2024 | IVW | 364,779 | $30,802 | 03/31/2024 | MV Capital Management Inc. | 359,788 | $30,381 | 03/31/2024 | IVW | 359,788 | $30,381 | 03/31/2024 | GWM Advisors LLC | 396,806 | $30,220 | 12/31/2023 | IVW | 396,806 | $30,220 | 12/31/2023 | Private Advisor Group LLC | 394,326 | $29,614 | 12/31/2023 | IVW | 394,326 | $29,614 | 12/31/2023 | Financial Engines Advisors L.L.C. | 385,633 | $28,961 | 12/31/2023 | IVW | 385,633 | $28,961 | 12/31/2023 | AE Wealth Management LLC | 367,171 | $28,790 | 12/31/2023 | IVW | 367,171 | $28,790 | 12/31/2023 | Foundation Wealth Management LLC | 379,663 | $28,513 | 12/31/2023 | IVW | 379,663 | $28,513 | 12/31/2023 | BOKF NA | 379,472 | $28,498 | 12/31/2023 | IVW | 379,472 | $28,498 | 12/31/2023 | Ameritas Investment Partners Inc. | 370,232 | $27,804 | 12/31/2023 | IVW | 370,232 | $27,804 | 12/31/2023 | LMG Wealth Partners LLC | 365,298 | $27,434 | 12/31/2023 | IVW | 365,298 | $27,434 | 12/31/2023 | Encompass Wealth Advisors LLC | 363,026 | $27,263 | 12/31/2023 | IVW | 363,026 | $27,263 | 12/31/2023 | Austin Private Wealth LLC | 321,677 | $27,121 | 03/31/2024 | IVW | 321,677 | $27,121 | 03/31/2024 | Citigroup Inc. | 360,048 | $27,040 | 12/31/2023 | IVW | 360,048 | $27,040 | 12/31/2023 | Pinkerton Retirement Specialists LLC | 358,086 | $26,892 | 12/31/2023 | IVW | 358,086 | $26,892 | 12/31/2023 | First Merchants Corp | 314,702 | $26,573 | 03/31/2024 | IVW | 314,702 | $26,573 | 03/31/2024 | Sterling Investment Counsel LLC | 308,945 | $26,087 | 03/31/2024 | IVW | 308,945 | $26,087 | 03/31/2024 | Avantax Advisory Services Inc. | 346,111 | $25,993 | 12/31/2023 | IVW | 346,111 | $25,993 | 12/31/2023 | BKD Wealth Advisors LLC | 305,596 | $25,804 | 03/31/2024 | IVW | 305,596 | $25,804 | 03/31/2024 | Clear Creek Financial Management LLC | 300,378 | $25,364 | 03/31/2024 | IVW | 300,378 | $25,364 | 03/31/2024 | Clearstead Advisors LLC | 335,733 | $25,214 | 12/31/2023 | IVW | 335,733 | $25,214 | 12/31/2023 | Colony Group LLC | 323,612 | $24,303 | 12/31/2023 | IVW | 323,612 | $24,303 | 12/31/2023 | Payden & Rygel | 316,590 | $23,776 | 12/31/2023 | IVW | 316,590 | $23,776 | 12/31/2023 | Kwmg LLC | 274,833 | $23,207 | 03/31/2024 | IVW | 274,833 | $23,207 | 03/31/2024 | IFP Advisors Inc | 306,803 | $23,041 | 12/31/2023 | IVW | 306,803 | $23,041 | 12/31/2023 | Pathstone Holdings LLC | 303,404 | $22,786 | 12/31/2023 | IVW | 303,404 | $22,786 | 12/31/2023 | Silicon Valley Capital Partners | 302,359 | $22,707 | 12/31/2023 | IVW | 302,359 | $22,707 | 12/31/2023 | JB Capital LLC | 300,695 | $22,582 | 12/31/2023 | IVW | 300,695 | $22,582 | 12/31/2023 | GHP Investment Advisors Inc. | 251,936 | $21,273 | 03/31/2024 | IVW | 251,936 | $21,273 | 03/31/2024 | Powell Investment Advisors LLC | 250,701 | $21,169 | 03/31/2024 | IVW | 250,701 | $21,169 | 03/31/2024 | Halpern Financial Inc. | 250,404 | $21,112 | 03/31/2024 | IVW | 250,404 | $21,112 | 03/31/2024 | Principal Street Partners LLC | 277,297 | $20,825 | 12/31/2023 | IVW | 277,297 | $20,825 | 12/31/2023 | Droms Strauss Advisors Inc. MO ADV | 273,945 | $20,573 | 12/31/2023 | IVW | 273,945 | $20,573 | 12/31/2023 | Cerity Partners LLC | 269,394 | $20,232 | 12/31/2023 | IVW | 269,394 | $20,232 | 12/31/2023 | Cahill Financial Advisors Inc. | 264,897 | $19,894 | 12/31/2023 | IVW | 264,897 | $19,894 | 12/31/2023 | Lee Financial Co | 261,763 | $19,658 | 12/31/2023 | IVW | 261,763 | $19,658 | 12/31/2023 | SPC Financial Inc. | 259,590 | $19,495 | 12/31/2023 | IVW | 259,590 | $19,495 | 12/31/2023 | ShoreHaven Wealth Partners LLC | 255,871 | $19,216 | 12/31/2023 | IVW | 255,871 | $19,216 | 12/31/2023 | Blue Edge Capital LLC | 255,797 | $19,210 | 12/31/2023 | IVW | 255,797 | $19,210 | 12/31/2023 | CI Private Wealth LLC | 254,425 | $19,107 | 12/31/2023 | IVW | 254,425 | $19,107 | 12/31/2023 | Spire Wealth Management | 225,556 | $19,046 | 03/31/2024 | IVW | 225,556 | $19,046 | 03/31/2024 | Derbend Asset Management | 252,828 | $18,987 | 12/31/2023 | IVW | 252,828 | $18,987 | 12/31/2023 | Sei Investments Co. | 251,113 | $18,859 | 12/31/2023 | IVW | 251,113 | $18,859 | 12/31/2023 | Pettinga Financial Advisors LLC | 222,982 | $18,829 | 03/31/2024 | IVW | 222,982 | $18,829 | 03/31/2024 | Atria Investments LLC | 250,703 | $18,828 | 12/31/2023 | IVW | 250,703 | $18,828 | 12/31/2023 | Miracle Mile Advisors LLC | 222,111 | $18,755 | 03/31/2024 | IVW | 222,111 | $18,755 | 03/31/2024 | Concurrent Investment Advisors LLC | 248,589 | $18,669 | 12/31/2023 | IVW | 248,589 | $18,669 | 12/31/2023 | Wealthsource Partners LLC | 247,977 | $18,623 | 12/31/2023 | IVW | 247,977 | $18,623 | 12/31/2023 | Global Assets Advisory LLC | 218,783 | $18,474 | 03/31/2024 | IVW | 218,783 | $18,474 | 03/31/2024 | Per Stirling Capital Management LLC. | 243,569 | $18,292 | 12/31/2023 | IVW | 243,569 | $18,292 | 12/31/2023 | J.W. Cole Advisors Inc. | 239,799 | $18,009 | 12/31/2023 | IVW | 239,799 | $18,009 | 12/31/2023 | UMB Bank N A MO | 213,026 | $17,988 | 03/31/2024 | IVW | 213,026 | $17,988 | 03/31/2024 | Transform Wealth LLC | 212,250 | $17,922 | 03/31/2024 | IVW | 212,250 | $17,922 | 03/31/2024 | Western Wealth Management LLC | 235,158 | $17,660 | 12/31/2023 | IVW | 235,158 | $17,660 | 12/31/2023 | Peninsula Wealth LLC | 232,779 | $17,482 | 12/31/2023 | IVW | 232,779 | $17,482 | 12/31/2023 | Csenge Advisory Group | 229,655 | $17,247 | 12/31/2023 | IVW | 229,655 | $17,247 | 12/31/2023 | Detalus Advisors LLC | 204,003 | $17,226 | 03/31/2024 | IVW | 204,003 | $17,226 | 03/31/2024 | Integrated Wealth Concepts LLC | 227,879 | $17,114 | 12/31/2023 | IVW | 227,879 | $17,114 | 12/31/2023 | Beacon Pointe Advisors LLC | 226,264 | $16,992 | 12/31/2023 | IVW | 226,264 | $16,992 | 12/31/2023 | Alera Investment Advisors LLC | 226,222 | $16,989 | 12/31/2023 | IVW | 226,222 | $16,989 | 12/31/2023 | Sigma Planning Corp | 220,694 | $16,574 | 12/31/2023 | IVW | 220,694 | $16,574 | 12/31/2023 | Security Financial Services INC. | 191,190 | $16,144 | 03/31/2024 | IVW | 191,190 | $16,144 | 03/31/2024 | Steel Peak Wealth Management LLC | 190,072 | $16,050 | 03/31/2024 | IVW | 190,072 | $16,050 | 03/31/2024 | Ifrah Financial Services Inc. | 213,340 | $16,022 | 12/31/2023 | IVW | 213,340 | $16,022 | 12/31/2023 | Financial Advisory Service Inc. | 206,975 | $15,544 | 12/31/2023 | IVW | 206,975 | $15,544 | 12/31/2023 | Cresset Asset Management LLC | 203,441 | $15,278 | 12/31/2023 | IVW | 203,441 | $15,278 | 12/31/2023 | Sunbelt Securities Inc. | 180,569 | $15,247 | 03/31/2024 | IVW | 180,569 | $15,247 | 03/31/2024 | Horst & Graben Wealth Management LLC | 179,074 | $15,121 | 03/31/2024 | IVW | 179,074 | $15,121 | 03/31/2024 | Stratos Wealth Partners LTD. | 178,030 | $15,033 | 03/31/2024 | IVW | 178,030 | $15,033 | 03/31/2024 | Gladstone Institutional Advisory LLC | 197,566 | $14,837 | 12/31/2023 | IVW | 197,566 | $14,837 | 12/31/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 197,475 | $14,830 | 12/31/2023 | IVW | 197,475 | $14,830 | 12/31/2023 | Mcmorgan & Co. LLC | 197,281 | $14,816 | 12/31/2023 | IVW | 197,281 | $14,816 | 12/31/2023 | Evergreen Capital Management LLC | 193,300 | $14,517 | 12/31/2023 | IVW | 193,300 | $14,517 | 12/31/2023 | Ironwood Financial llc | 171,754 | $14,503 | 03/31/2024 | IVW | 171,754 | $14,503 | 03/31/2024 | CX Institutional | 171,564 | $14,487 | 03/31/2024 | IVW | 171,564 | $14,487 | 03/31/2024 | Adaptive Financial Consulting LLC | 192,808 | $14,480 | 12/31/2023 | IVW | 192,808 | $14,480 | 12/31/2023 | Sequoia Financial Advisors LLC | 190,820 | $14,331 | 12/31/2023 | IVW | 190,820 | $14,331 | 12/31/2023 | Guidance Point Advisors LLC | 190,559 | $14,315 | 12/31/2023 | IVW | 190,559 | $14,315 | 12/31/2023 | Rodgers & Associates LTD | 190,587 | $14,313 | 12/31/2023 | IVW | 190,587 | $14,313 | 12/31/2023 | Brookstone Capital Management | 169,143 | $14,282 | 03/31/2024 | IVW | 169,143 | $14,282 | 03/31/2024 | Cullen Frost Bankers Inc. | 189,913 | $14,262 | 12/31/2023 | IVW | 189,913 | $14,262 | 12/31/2023 | Prime Capital Investment Advisors LLC | 189,391 | $14,223 | 12/31/2023 | IVW | 189,391 | $14,223 | 12/31/2023 | Mesirow Financial Investment Management Inc. | 166,652 | $14,072 | 03/31/2024 | IVW | 166,652 | $14,072 | 03/31/2024 | Steward Partners Investment Advisory LLC | 185,579 | $13,937 | 12/31/2023 | IVW | 185,579 | $13,937 | 12/31/2023 | Financial Advocates Investment Management | 183,775 | $13,894 | 12/31/2023 | IVW | 183,775 | $13,894 | 12/31/2023 | Honkamp Krueger Financial Services Inc. | 184,528 | $13,858 | 12/31/2023 | IVW | 184,528 | $13,858 | 12/31/2023 | GTS Securities LLC | 180,255 | $13,535 | 12/31/2023 | IVW | 180,255 | $13,535 | 12/31/2023 | MA Private Wealth | 179,564 | $13,485 | 12/31/2023 | IVW | 179,564 | $13,485 | 12/31/2023 | One Wealth Advisors LLC | 156,998 | $13,257 | 03/31/2024 | IVW | 156,998 | $13,257 | 03/31/2024 | DT Investment Partners LLC | 167,620 | $13,227 | 12/31/2023 | IVW | 167,620 | $13,227 | 12/31/2023 | Capital Advisors Ltd. LLC | 156,091 | $13,180 | 03/31/2024 | IVW | 156,091 | $13,180 | 03/31/2024 | Acropolis Investment Management LLC | 156,040 | $13,176 | 03/31/2024 | IVW | 156,040 | $13,176 | 03/31/2024 | EisnerAmper Wealth Management Corporate Benefits LLC | 175,092 | $13,149 | 12/31/2023 | IVW | 175,092 | $13,149 | 12/31/2023 | Silvercrest Asset Management Group LLC | 174,708 | $13,121 | 12/31/2023 | IVW | 174,708 | $13,121 | 12/31/2023 | Sterling Financial Planning Inc. | 172,690 | $12,969 | 12/31/2023 | IVW | 172,690 | $12,969 | 12/31/2023 | Trust Point Inc. | 152,599 | $12,885 | 03/31/2024 | IVW | 152,599 | $12,885 | 03/31/2024 | Advisory Services Network LLC | 167,921 | $12,611 | 12/31/2023 | IVW | 167,921 | $12,611 | 12/31/2023 | Gimbal Financial | 167,621 | $12,588 | 12/31/2023 | IVW | 167,621 | $12,588 | 12/31/2023 | Bbjs Financial Advisors LLC | 167,534 | $12,582 | 12/31/2023 | IVW | 167,534 | $12,582 | 12/31/2023 | Laird Norton Trust Company LLC | 166,692 | $12,519 | 12/31/2023 | IVW | 166,692 | $12,519 | 12/31/2023 | Lbmc Investment Advisors LLC | 143,138 | $12,087 | 03/31/2024 | IVW | 143,138 | $12,087 | 03/31/2024 | Callan Family Office LLC | 160,698 | $12,068 | 12/31/2023 | IVW | 160,698 | $12,068 | 12/31/2023 | Simplicity Wealth LLC | 142,699 | $12,050 | 03/31/2024 | IVW | 142,699 | $12,050 | 03/31/2024 | Instrumental Wealth LLC | 153,493 | $12,035 | 12/31/2023 | IVW | 153,493 | $12,035 | 12/31/2023 | Peapack Gladstone Financial Corp | 159,166 | $11,953 | 12/31/2023 | IVW | 159,166 | $11,953 | 12/31/2023 | Global Retirement Partners LLC | 141,041 | $11,909 | 03/31/2024 | IVW | 141,041 | $11,909 | 03/31/2024 | Avitas Wealth Management LLC | 140,485 | $11,863 | 03/31/2024 | IVW | 140,485 | $11,863 | 03/31/2024 | Willis Johnson & Associates Inc. | 140,484 | $11,862 | 03/31/2024 | IVW | 140,484 | $11,862 | 03/31/2024 | Carl P. Sherr & Co. LLC | 157,703 | $11,844 | 12/31/2023 | IVW | 157,703 | $11,844 | 12/31/2023 | Goelzer Investment Management Inc. | 157,424 | $11,823 | 12/31/2023 | IVW | 157,424 | $11,823 | 12/31/2023 | Perkins Coie Trust Co | 138,021 | $11,654 | 03/31/2024 | IVW | 138,021 | $11,654 | 03/31/2024 | Susquehanna International Group LLP | | $11,589 | 12/31/2023 | Call | 105,800 | $7,946 | 12/31/2023 | IVW | 53,721 | $4,034 | 12/31/2023 | Put | 5,200 | $391 | 12/31/2023 | Citizens Financial Group Inc RI | 154,153 | $11,577 | 12/31/2023 | IVW | 154,153 | $11,577 | 12/31/2023 | Asset Management One Co. Ltd. | 152,100 | $11,462 | 12/31/2023 | IVW | 152,100 | $11,462 | 12/31/2023 | Robertson Stephens Wealth Management LLC | 152,507 | $11,453 | 12/31/2023 | IVW | 152,507 | $11,453 | 12/31/2023 | Florin Court Capital LLP | 152,400 | $11,445 | 12/31/2023 | IVW | 152,400 | $11,445 | 12/31/2023 | First Horizon Advisors Inc. | 134,358 | $11,345 | 03/31/2024 | IVW | 134,358 | $11,345 | 03/31/2024 | Camarda Financial Advisors LLC | 149,195 | $11,205 | 12/31/2023 | IVW | 149,195 | $11,205 | 12/31/2023 | UMA Financial Services Inc. | 135,352 | $11,152 | 03/31/2024 | IVW | 135,352 | $11,152 | 03/31/2024 | Ameritas Advisory Services LLC | 143,000 | $11,126 | 12/31/2023 | IVW | 143,000 | $11,126 | 12/31/2023 | Guardian Wealth Advisors LLC | 147,935 | $11,110 | 12/31/2023 | IVW | 147,935 | $11,110 | 12/31/2023 | Focus Financial Network Inc. ADV | 147,662 | $11,089 | 12/31/2023 | IVW | 147,662 | $11,089 | 12/31/2023 | Traynor Capital Management Inc. | 131,007 | $11,062 | 03/31/2024 | IVW | 131,007 | $11,062 | 03/31/2024 | Focus Financial Network Inc. | 136,270 | $11,054 | 03/31/2024 | IVW | 136,270 | $11,054 | 03/31/2024 | Blue Zone Wealth Advisors LLC | 130,554 | $11,024 | 03/31/2024 | IVW | 130,554 | $11,024 | 03/31/2024 | Natixis Advisors L.P. | 128,679 | $10,866 | 03/31/2024 | IVW | 128,679 | $10,866 | 03/31/2024 | Capital Analysts LLC | 142,453 | $10,698 | 12/31/2023 | IVW | 142,453 | $10,698 | 12/31/2023 | JNB Advisors LLC | 142,221 | $10,681 | 12/31/2023 | IVW | 142,221 | $10,681 | 12/31/2023 | BNP Paribas Arbitrage SA | 140,295 | $10,536 | 12/31/2023 | IVW | 140,295 | $10,536 | 12/31/2023 | Hsbc Holdings PLC | 140,100 | $10,522 | 12/31/2023 | IVW | 140,100 | $10,522 | 12/31/2023 | Sontag Advisory LLC | 139,283 | $10,460 | 12/31/2023 | IVW | 139,283 | $10,460 | 12/31/2023 | Horizon Family Wealth Inc. | 135,027 | $10,141 | 12/31/2023 | IVW | 135,027 | $10,141 | 12/31/2023 | Blair William & Co. IL | 134,270 | $10,084 | 12/31/2023 | IVW | 134,270 | $10,084 | 12/31/2023 | Ehrlich Financial Group | 119,095 | $10,056 | 03/31/2024 | IVW | 119,095 | $10,056 | 03/31/2024 | JFS Wealth Advisors LLC | 133,864 | $10,053 | 12/31/2023 | IVW | 133,864 | $10,053 | 12/31/2023 | Johnson Investment Counsel Inc. | 132,962 | $9,985 | 12/31/2023 | IVW | 132,962 | $9,985 | 12/31/2023 | Centerpoint Advisors LLC | 132,872 | $9,979 | 12/31/2023 | IVW | 132,872 | $9,979 | 12/31/2023 | ONE Advisory Partners LLC | 117,193 | $9,896 | 03/31/2024 | IVW | 117,193 | $9,896 | 03/31/2024 | W Advisors LLC | 116,603 | $9,846 | 03/31/2024 | IVW | 116,603 | $9,846 | 03/31/2024 | Prudential Financial Inc. | 129,746 | $9,744 | 12/31/2023 | IVW | 129,746 | $9,744 | 12/31/2023 | EPG Wealth Management LLC | 120,383 | $9,692 | 12/31/2023 | IVW | 120,383 | $9,692 | 12/31/2023 | Citadel Advisors LLC | | $9,616 | 12/31/2023 | IVW | 115,451 | $8,670 | 12/31/2023 | Call | 25,700 | $1,930 | 12/31/2023 | Put | 13,100 | $984 | 12/31/2023 | Barrett & Company Inc. | 113,389 | $9,575 | 03/31/2024 | IVW | 113,389 | $9,575 | 03/31/2024 | Nicolet Bankshares Inc. | 126,703 | $9,515 | 12/31/2023 | IVW | 126,703 | $9,515 | 12/31/2023 | Farmers & Merchants Investments Inc. | 111,685 | $9,431 | 03/31/2024 | IVW | 111,685 | $9,431 | 03/31/2024 | Resolute Wealth Strategies LLC | 125,416 | $9,419 | 12/31/2023 | IVW | 125,416 | $9,419 | 12/31/2023 | Ashton Thomas Private Wealth LLC | 111,278 | $9,396 | 03/31/2024 | IVW | 111,278 | $9,396 | 03/31/2024 | Fifth Third Securities Inc. | 109,721 | $9,265 | 03/31/2024 | IVW | 109,721 | $9,265 | 03/31/2024 | Argent Trust Co | 121,416 | $9,118 | 12/31/2023 | IVW | 121,416 | $9,118 | 12/31/2023 | YHB Investment Advisors Inc. | 107,410 | $9,070 | 03/31/2024 | IVW | 107,410 | $9,070 | 03/31/2024 | National Asset Management Inc. | 119,644 | $8,985 | 12/31/2023 | IVW | 119,644 | $8,985 | 12/31/2023 | Financial Advisors Network Inc. | 118,897 | $8,929 | 12/31/2023 | IVW | 118,897 | $8,929 | 12/31/2023 | First Heartland Consultants Inc. | 118,843 | $8,925 | 12/31/2023 | IVW | 118,843 | $8,925 | 12/31/2023 | RKL Wealth Management LLC | 118,792 | $8,921 | 12/31/2023 | IVW | 118,792 | $8,921 | 12/31/2023 | Twin Focus Capital Partners LLC | 117,930 | $8,857 | 12/31/2023 | IVW | 117,930 | $8,857 | 12/31/2023 | BKM Wealth Management LLC | 104,775 | $8,847 | 03/31/2024 | IVW | 104,775 | $8,847 | 03/31/2024 | Legacy Financial Group LLC | 104,334 | $8,810 | 03/31/2024 | IVW | 104,334 | $8,810 | 03/31/2024 | Wetherby Asset Management Inc. | 116,855 | $8,776 | 12/31/2023 | IVW | 116,855 | $8,776 | 12/31/2023 | First Financial Bank Trust Division | 103,843 | $8,769 | 03/31/2024 | IVW | 103,843 | $8,769 | 03/31/2024 | Icon Wealth Advisors LLC | 116,756 | $8,768 | 12/31/2023 | IVW | 116,756 | $8,768 | 12/31/2023 | Savant Capital LLC | 115,678 | $8,687 | 12/31/2023 | IVW | 115,678 | $8,687 | 12/31/2023 | Ieq Capital LLC | 115,562 | $8,679 | 12/31/2023 | IVW | 115,562 | $8,679 | 12/31/2023 | Mutual Advisors LLC | 115,514 | $8,675 | 12/31/2023 | IVW | 115,514 | $8,675 | 12/31/2023 | Level Four Advisory Services LLC | 115,473 | $8,672 | 12/31/2023 | IVW | 115,473 | $8,672 | 12/31/2023 | Pacific Financial Group Inc. | 114,963 | $8,634 | 12/31/2023 | IVW | 114,963 | $8,634 | 12/31/2023 | EP Wealth Advisors LLC | 114,569 | $8,604 | 12/31/2023 | IVW | 114,569 | $8,604 | 12/31/2023 | Peoples Bank OH | 114,268 | $8,582 | 12/31/2023 | IVW | 114,268 | $8,582 | 12/31/2023 | Brown Advisory Inc. | 100,532 | $8,489 | 03/31/2024 | IVW | 100,532 | $8,489 | 03/31/2024 | Stratos Wealth Advisors LLC | 100,438 | $8,481 | 03/31/2024 | IVW | 100,438 | $8,481 | 03/31/2024 | Cypress Wealth Services LLC | 99,733 | $8,421 | 03/31/2024 | IVW | 99,733 | $8,421 | 03/31/2024 | Merit Financial Group LLC | 111,572 | $8,379 | 12/31/2023 | IVW | 111,572 | $8,379 | 12/31/2023 | Asset Allocation Strategies LLC | 111,361 | $8,363 | 12/31/2023 | IVW | 111,361 | $8,363 | 12/31/2023 | Simon Quick Advisors LLC | 97,782 | $8,257 | 03/31/2024 | IVW | 97,782 | $8,257 | 03/31/2024 | SJA Financial Advisory LLC | 107,656 | $8,085 | 12/31/2023 | IVW | 107,656 | $8,085 | 12/31/2023 | Change Path LLC | 107,267 | $8,056 | 12/31/2023 | IVW | 107,267 | $8,056 | 12/31/2023 | Signature Wealth Management Partners LLC | 95,372 | $8,053 | 03/31/2024 | IVW | 95,372 | $8,053 | 03/31/2024 | Wealth Alliance | 107,173 | $8,049 | 12/31/2023 | IVW | 107,173 | $8,049 | 12/31/2023 | Howard Capital Management Inc. | 106,680 | $8,012 | 12/31/2023 | IVW | 106,680 | $8,012 | 12/31/2023 | Great Valley Advisor Group Inc. | 106,092 | $7,968 | 12/31/2023 | IVW | 106,092 | $7,968 | 12/31/2023 | Kraft Davis & Associates LLC | 101,349 | $7,952 | 12/31/2023 | IVW | 101,349 | $7,952 | 12/31/2023 | Financial Perspectives Inc | 94,043 | $7,941 | 03/31/2024 | IVW | 94,043 | $7,941 | 03/31/2024 | Cutler Group LP | | $7,897 | 03/31/2024 | IVW | 93,001 | $7,853 | 03/31/2024 | Call | 3,100 | $45 | 03/31/2024 | Put | 5,900 | $1 | 03/31/2024 | KFG Wealth Management LLC | 92,679 | $7,826 | 03/31/2024 | IVW | 92,679 | $7,826 | 03/31/2024 | Wellspring Financial Advisors LLC | 101,398 | $7,615 | 12/31/2023 | IVW | 101,398 | $7,615 | 12/31/2023 | Rollins Financial | 100,494 | $7,547 | 12/31/2023 | IVW | 100,494 | $7,547 | 12/31/2023 | Rollins Financial Advisors LLC | 100,494 | $7,547 | 12/31/2023 | IVW | 100,494 | $7,547 | 12/31/2023 | Summit Investment Advisory Services LLC | 88,575 | $7,479 | 03/31/2024 | IVW | 88,575 | $7,479 | 03/31/2024 | TIAA Trust National Association | 99,560 | $7,477 | 12/31/2023 | IVW | 99,560 | $7,477 | 12/31/2023 | Stokes Family Office LLC | 97,196 | $7,299 | 12/31/2023 | IVW | 97,196 | $7,299 | 12/31/2023 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 96,998 | $7,285 | 12/31/2023 | IVW | 96,998 | $7,285 | 12/31/2023 | Tilson Financial Group Inc. | 84,316 | $7,120 | 03/31/2024 | IVW | 84,316 | $7,120 | 03/31/2024 | Midwest Financial Group LLC | 83,440 | $7,046 | 03/31/2024 | IVW | 83,440 | $7,046 | 03/31/2024 | D.A. Davidson & CO. | 93,758 | $7,041 | 12/31/2023 | IVW | 93,758 | $7,041 | 12/31/2023 | Geneos Wealth Management Inc. | 92,989 | $6,983 | 12/31/2023 | IVW | 92,989 | $6,983 | 12/31/2023 | Polianta Ltd | 81,500 | $6,881 | 03/31/2024 | IVW | 81,500 | $6,881 | 03/31/2024 | Sawtooth Solutions LLC | 91,395 | $6,864 | 12/31/2023 | IVW | 91,395 | $6,864 | 12/31/2023 | Bleakley Financial Group LLC | 91,395 | $6,864 | 12/31/2023 | IVW | 91,395 | $6,864 | 12/31/2023 | Exencial Wealth Advisors LLC | 91,159 | $6,846 | 12/31/2023 | IVW | 91,159 | $6,846 | 12/31/2023 | Coldstream Capital Management Inc. | 90,833 | $6,822 | 12/31/2023 | IVW | 90,833 | $6,822 | 12/31/2023 | Alliancebernstein L.P. | 89,323 | $6,708 | 12/31/2023 | IVW | 89,323 | $6,708 | 12/31/2023 | High Falls Advisors Inc | 89,109 | $6,692 | 12/31/2023 | IVW | 89,109 | $6,692 | 12/31/2023 | CIBC Private Wealth Group LLC | 88,571 | $6,652 | 12/31/2023 | IVW | 88,571 | $6,652 | 12/31/2023 | Apollon Wealth Management LLC | 87,432 | $6,566 | 12/31/2023 | IVW | 87,432 | $6,566 | 12/31/2023 | Charter Oak Capital Management LLC | 77,475 | $6,542 | 03/31/2024 | IVW | 77,475 | $6,542 | 03/31/2024 | Ethos Financial Group LLC | 86,822 | $6,520 | 12/31/2023 | IVW | 86,822 | $6,520 | 12/31/2023 | Hancock Whitney Corp | 86,523 | $6,498 | 12/31/2023 | IVW | 86,523 | $6,498 | 12/31/2023 | LWS Wealth Advisors Inc. | 86,278 | $6,479 | 12/31/2023 | IVW | 86,278 | $6,479 | 12/31/2023 | Financial Management Network Inc. | 77,811 | $6,465 | 03/31/2024 | IVW | 77,811 | $6,465 | 03/31/2024 | Element Pointe Advisors LLC | 85,692 | $6,435 | 12/31/2023 | IVW | 85,692 | $6,435 | 12/31/2023 | Bay Harbor Wealth Management LLC | 76,045 | $6,421 | 03/31/2024 | IVW | 76,045 | $6,421 | 03/31/2024 | Associated Banc Corp | 84,921 | $6,378 | 12/31/2023 | IVW | 84,921 | $6,378 | 12/31/2023 | Sonata Capital Group Inc. | 84,282 | $6,330 | 12/31/2023 | IVW | 84,282 | $6,330 | 12/31/2023 | Kestra Private Wealth Services LLC | 83,392 | $6,263 | 12/31/2023 | IVW | 83,392 | $6,263 | 12/31/2023 | Spectrum Wealth Counsel LLC | 82,762 | $6,215 | 12/31/2023 | IVW | 82,762 | $6,215 | 12/31/2023 | Strategic Equity Management | 72,904 | $6,156 | 03/31/2024 | IVW | 72,904 | $6,156 | 03/31/2024 | Frontier Asset Management LLC | 81,363 | $6,110 | 12/31/2023 | IVW | 81,363 | $6,110 | 12/31/2023 | Franklin Resources Inc. | 80,508 | $6,046 | 12/31/2023 | IVW | 80,508 | $6,046 | 12/31/2023 | Conning Inc. | 71,106 | $6,004 | 03/31/2024 | IVW | 71,106 | $6,004 | 03/31/2024 | Cahaba Wealth Management Inc. | 69,483 | $5,867 | 03/31/2024 | IVW | 69,483 | $5,867 | 03/31/2024 | Buckingham Strategic Wealth LLC | 77,684 | $5,834 | 12/31/2023 | IVW | 77,684 | $5,834 | 12/31/2023 | Ellis Investment Partners LLC | 68,956 | $5,823 | 03/31/2024 | IVW | 68,956 | $5,823 | 03/31/2024 | Private Wealth Advisors LLC | 77,055 | $5,787 | 12/31/2023 | IVW | 77,055 | $5,787 | 12/31/2023 | Orion Portfolio Solutions LLC | 77,433 | $5,769 | 12/31/2023 | IVW | 77,433 | $5,769 | 12/31/2023 | Liberty Wealth Management LLC | 75,652 | $5,710 | 12/31/2023 | IVW | 75,652 | $5,710 | 12/31/2023 | Vestor Capital LLC | 75,973 | $5,706 | 12/31/2023 | IVW | 75,973 | $5,706 | 12/31/2023 | Retirement Planning Group | 67,543 | $5,703 | 03/31/2024 | IVW | 67,543 | $5,703 | 03/31/2024 | Family Asset Management LLC | 75,810 | $5,693 | 12/31/2023 | IVW | 75,810 | $5,693 | 12/31/2023 | Royal Fund Management LLC | 67,311 | $5,684 | 03/31/2024 | IVW | 67,311 | $5,684 | 03/31/2024 | Arvest Investments Inc. | 67,100 | $5,666 | 03/31/2024 | IVW | 67,100 | $5,666 | 03/31/2024 | Pinnacle Financial Partners Inc. | 74,996 | $5,632 | 12/31/2023 | IVW | 74,996 | $5,632 | 12/31/2023 | Sapient Capital LLC | 66,297 | $5,598 | 03/31/2024 | IVW | 66,297 | $5,598 | 03/31/2024 | Compton Wealth Advisory Group LLC | 66,087 | $5,580 | 03/31/2024 | IVW | 66,087 | $5,580 | 03/31/2024 | Wallington Asset Management LLC | | $5,507 | 03/31/2024 | ETF | 7,617 | $4,689 | 03/31/2024 | IVW | 9,683 | $818 | 03/31/2024 | Millennium Management LLC | 73,251 | $5,501 | 12/31/2023 | IVW | 73,251 | $5,501 | 12/31/2023 | AlTi Global Inc. | 73,170 | $5,495 | 12/31/2023 | IVW | 73,170 | $5,495 | 12/31/2023 | West Wealth Group LLC | 73,019 | $5,484 | 12/31/2023 | IVW | 73,019 | $5,484 | 12/31/2023 | Quotient Wealth Partners LLC | 72,299 | $5,430 | 12/31/2023 | IVW | 72,299 | $5,430 | 12/31/2023 | Acas LLC | 71,867 | $5,397 | 12/31/2023 | IVW | 71,867 | $5,397 | 12/31/2023 | Dohj LLC | 63,751 | $5,383 | 03/31/2024 | IVW | 63,751 | $5,383 | 03/31/2024 | Cranbrook Wealth Management LLC | 63,542 | $5,365 | 03/31/2024 | IVW | 63,542 | $5,365 | 03/31/2024 | Townsquare Capital LLC | 71,270 | $5,352 | 12/31/2023 | IVW | 71,270 | $5,352 | 12/31/2023 | Edmonds Duncan Registered Investment Advisors LLC | 63,152 | $5,333 | 03/31/2024 | IVW | 63,152 | $5,333 | 03/31/2024 | Gries Financial LLC | 70,181 | $5,271 | 12/31/2023 | IVW | 70,181 | $5,271 | 12/31/2023 | Peterson Wealth Advisors LLC | 62,032 | $5,238 | 03/31/2024 | IVW | 62,032 | $5,238 | 03/31/2024 | Raymond James Trust N.A. | 61,628 | $5,204 | 03/31/2024 | IVW | 61,628 | $5,204 | 03/31/2024 | FineMark National Bank & Trust | 69,046 | $5,185 | 12/31/2023 | IVW | 69,046 | $5,185 | 12/31/2023 | Patriot Investment Management Inc. | 61,310 | $5,177 | 03/31/2024 | IVW | 61,310 | $5,177 | 03/31/2024 | Heritage Trust Co | 68,484 | $5,143 | 12/31/2023 | IVW | 68,484 | $5,143 | 12/31/2023 | Arrow Investment Advisors LLC | 68,350 | $5,133 | 12/31/2023 | IVW | 68,350 | $5,133 | 12/31/2023 | Ronald Blue Trust Inc. | 74,940 | $5,127 | 12/31/2023 | IVW | 74,940 | $5,127 | 12/31/2023 | Wsfs Capital Management LLC | 67,929 | $5,101 | 12/31/2023 | IVW | 67,929 | $5,101 | 12/31/2023 | WealthShield Partners LLC | 66,906 | $5,025 | 12/31/2023 | IVW | 66,906 | $5,025 | 12/31/2023 | Laurel Wealth Planning LLC | 59,404 | $5,016 | 03/31/2024 | IVW | 59,404 | $5,016 | 03/31/2024 | Capital Investment Advisory Services LLC | 59,256 | $5,004 | 03/31/2024 | IVW | 59,256 | $5,004 | 03/31/2024 | Trustmark National Bank Trust Department | 66,629 | $5,004 | 12/31/2023 | IVW | 66,629 | $5,004 | 12/31/2023 | Ascent Wealth Partners LLC | 66,522 | $4,996 | 12/31/2023 | IVW | 66,522 | $4,996 | 12/31/2023 | Eagle Strategies LLC | 59,116 | $4,992 | 03/31/2024 | IVW | 59,116 | $4,992 | 03/31/2024 | Harbour Investments Inc. | 66,464 | $4,991 | 12/31/2023 | IVW | 66,464 | $4,991 | 12/31/2023 | Gryphon Financial Partners LLC | 66,178 | $4,970 | 12/31/2023 | IVW | 66,178 | $4,970 | 12/31/2023 | Park Place Capital Corp | 58,785 | $4,964 | 03/31/2024 | IVW | 58,785 | $4,964 | 03/31/2024 | Total Wealth Planning LLC | 58,510 | $4,941 | 03/31/2024 | IVW | 58,510 | $4,941 | 03/31/2024 | Lowe Brockenbrough & Co. Inc. | 65,680 | $4,933 | 12/31/2023 | IVW | 65,680 | $4,933 | 12/31/2023 | Tobias Financial Advisors Inc. | 64,682 | $4,858 | 12/31/2023 | IVW | 64,682 | $4,858 | 12/31/2023 | Tactive Advisors LLC | 64,637 | $4,854 | 12/31/2023 | IVW | 64,637 | $4,854 | 12/31/2023 | Dumont & Blake Investment Advisors LLC | 56,766 | $4,793 | 03/31/2024 | IVW | 56,766 | $4,793 | 03/31/2024 | R. W. Roge & Company Inc. | 63,747 | $4,787 | 12/31/2023 | IVW | 63,747 | $4,787 | 12/31/2023 | Nottingham Advisors Inc. | 63,520 | $4,770 | 12/31/2023 | IVW | 63,520 | $4,770 | 12/31/2023 | Narwhal Capital Management | 56,000 | $4,729 | 03/31/2024 | IVW | 56,000 | $4,729 | 03/31/2024 | Buck Wealth Strategies LLC | 62,582 | $4,700 | 12/31/2023 | IVW | 62,582 | $4,700 | 12/31/2023 | United Bank | 61,917 | $4,650 | 12/31/2023 | IVW | 61,917 | $4,650 | 12/31/2023 | Glenmede Trust Co. NA | 61,903 | $4,649 | 12/31/2023 | IVW | 61,903 | $4,649 | 12/31/2023 | Investment Partners LTD. | 54,749 | $4,623 | 03/31/2024 | IVW | 54,749 | $4,623 | 03/31/2024 | RMB Capital Management LLC | 60,491 | $4,543 | 12/31/2023 | IVW | 60,491 | $4,543 | 12/31/2023 | Heritage Wealth Advisors | 60,246 | $4,525 | 12/31/2023 | IVW | 60,246 | $4,525 | 12/31/2023 | Keebeck Wealth Management LLC | 59,883 | $4,497 | 12/31/2023 | IVW | 59,883 | $4,497 | 12/31/2023 | Signature Estate & Investment Advisors LLC | 59,724 | $4,485 | 12/31/2023 | IVW | 59,724 | $4,485 | 12/31/2023 | Snowden Capital Advisors LLC | 59,493 | $4,468 | 12/31/2023 | IVW | 59,493 | $4,468 | 12/31/2023 | SILVER OAK SECURITIES Inc | 59,065 | $4,436 | 12/31/2023 | IVW | 59,065 | $4,436 | 12/31/2023 | StoneX Group Inc. | 58,901 | $4,422 | 12/31/2023 | IVW | 58,901 | $4,422 | 12/31/2023 | Nations Financial Group Inc. IA ADV | 52,316 | $4,418 | 03/31/2024 | IVW | 52,316 | $4,418 | 03/31/2024 | Thomasville National Bank | 52,152 | $4,404 | 03/31/2024 | IVW | 52,152 | $4,404 | 03/31/2024 | Graves Light Private Wealth Management Inc. | 58,418 | $4,387 | 12/31/2023 | IVW | 58,418 | $4,387 | 12/31/2023 | Delta Investment Management LLC | 58,382 | $4,384 | 12/31/2023 | IVW | 58,382 | $4,384 | 12/31/2023 | Stordahl Capital Management Inc. | 51,814 | $4,375 | 03/31/2024 | IVW | 51,814 | $4,375 | 03/31/2024 | Gallacher Capital Management LLC | 58,171 | $4,369 | 12/31/2023 | IVW | 58,171 | $4,369 | 12/31/2023 | OLD National Bancorp IN | 51,621 | $4,359 | 03/31/2024 | IVW | 51,621 | $4,359 | 03/31/2024 | Estate Counselors LLC | 57,760 | $4,338 | 12/31/2023 | IVW | 57,760 | $4,338 | 12/31/2023 | Stone House Investment Management LLC | 57,115 | $4,289 | 12/31/2023 | IVW | 57,115 | $4,289 | 12/31/2023 | BTC Capital Management Inc. | 50,658 | $4,278 | 03/31/2024 | IVW | 50,658 | $4,278 | 03/31/2024 | Investment Advisory Group LLC | 56,744 | $4,262 | 12/31/2023 | IVW | 56,744 | $4,262 | 12/31/2023 | EWG Elevate Inc. | 49,986 | $4,221 | 03/31/2024 | IVW | 49,986 | $4,221 | 03/31/2024 | Pinnacle Family Advisors LLC | 56,158 | $4,217 | 12/31/2023 | IVW | 56,158 | $4,217 | 12/31/2023 | Commonwealth Financial Services LLC | 55,777 | $4,189 | 12/31/2023 | IVW | 55,777 | $4,189 | 12/31/2023 | Madrona Financial Services LLC | 49,476 | $4,178 | 03/31/2024 | IVW | 49,476 | $4,178 | 03/31/2024 | Keystone Financial Services | 55,329 | $4,155 | 12/31/2023 | IVW | 55,329 | $4,155 | 12/31/2023 | Mayflower Financial Advisors LLC | 55,308 | $4,154 | 12/31/2023 | IVW | 55,308 | $4,154 | 12/31/2023 | RTD Financial Advisors Inc. | 49,083 | $4,145 | 03/31/2024 | IVW | 49,083 | $4,145 | 03/31/2024 | Evercore Wealth Management LLC | 54,629 | $4,103 | 12/31/2023 | IVW | 54,629 | $4,103 | 12/31/2023 | Jackson Hole Capital Partners LLC | 54,491 | $4,092 | 12/31/2023 | IVW | 54,491 | $4,092 | 12/31/2023 | Northeast Financial Consultants Inc | 54,139 | $4,066 | 12/31/2023 | IVW | 54,139 | $4,066 | 12/31/2023 | Wescott Financial Advisory Group LLC | 54,142 | $4,066 | 12/31/2023 | IVW | 54,142 | $4,066 | 12/31/2023 | Winthrop Advisory Group LLC | 47,936 | $4,048 | 03/31/2024 | IVW | 47,936 | $4,048 | 03/31/2024 | XML Financial LLC | 53,754 | $4,037 | 12/31/2023 | IVW | 53,754 | $4,037 | 12/31/2023 | NTV Asset Management LLC | 53,615 | $4,026 | 12/31/2023 | IVW | 53,615 | $4,026 | 12/31/2023 | Hallmark Capital Management Inc. | 53,339 | $4,006 | 12/31/2023 | IVW | 53,339 | $4,006 | 12/31/2023 | Mill Creek Capital Advisors LLC | 53,250 | $3,999 | 12/31/2023 | IVW | 53,250 | $3,999 | 12/31/2023 | Cosner Financial Group LLC | 52,924 | $3,975 | 12/31/2023 | IVW | 52,924 | $3,975 | 12/31/2023 | Power Wealth Management LLC | 52,887 | $3,972 | 12/31/2023 | IVW | 52,887 | $3,972 | 12/31/2023 | Watershed Private Wealth LLC | 52,774 | $3,963 | 12/31/2023 | IVW | 52,774 | $3,963 | 12/31/2023 | TSA Wealth Managment LLC | 52,736 | $3,960 | 12/31/2023 | IVW | 52,736 | $3,960 | 12/31/2023 | WealthPLAN Partners LLC | 52,713 | $3,959 | 12/31/2023 | IVW | 52,713 | $3,959 | 12/31/2023 | Signature Securities Group Corporation | 46,704 | $3,944 | 03/31/2024 | IVW | 46,704 | $3,944 | 03/31/2024 | Commerce Bank | 52,450 | $3,939 | 12/31/2023 | IVW | 52,450 | $3,939 | 12/31/2023 | Family Firm Inc. | 51,493 | $3,867 | 12/31/2023 | IVW | 51,493 | $3,867 | 12/31/2023 | Greenup Street Wealth Management LLC | 51,215 | $3,846 | 12/31/2023 | IVW | 51,215 | $3,846 | 12/31/2023 | Belpointe Asset Management LLC | 50,745 | $3,811 | 12/31/2023 | IVW | 50,745 | $3,811 | 12/31/2023 | Atlas Private Wealth Management | 45,084 | $3,807 | 03/31/2024 | IVW | 45,084 | $3,807 | 03/31/2024 | Lansing Street Advisors | 50,148 | $3,766 | 12/31/2023 | IVW | 50,148 | $3,766 | 12/31/2023 | Synovus Financial Corp | 50,102 | $3,763 | 12/31/2023 | IVW | 50,102 | $3,763 | 12/31/2023 | Mount Yale Investment Advisors LLC | 49,505 | $3,718 | 12/31/2023 | IVW | 49,505 | $3,718 | 12/31/2023 | Proequities Inc. | 49,477 | $3,716 | 12/31/2023 | IVW | 49,477 | $3,716 | 12/31/2023 | Asset Management Group Inc. | 49,242 | $3,698 | 12/31/2023 | IVW | 49,242 | $3,698 | 12/31/2023 | Farther Finance Advisors LLC | 49,247 | $3,698 | 12/31/2023 | IVW | 49,247 | $3,698 | 12/31/2023 | Wealthspan Partners LLC | 48,957 | $3,677 | 12/31/2023 | IVW | 48,957 | $3,677 | 12/31/2023 | Dorsey & Whitney Trust CO LLC | 48,908 | $3,673 | 12/31/2023 | IVW | 48,908 | $3,673 | 12/31/2023 | Atlas Brown Inc. | 43,326 | $3,658 | 03/31/2024 | IVW | 43,326 | $3,658 | 03/31/2024 | Renasant Bank | 48,654 | $3,654 | 12/31/2023 | IVW | 48,654 | $3,654 | 12/31/2023 | Stephens Inc. AR | 48,360 | $3,632 | 12/31/2023 | IVW | 48,360 | $3,632 | 12/31/2023 | United Bank | 48,156 | $3,617 | 12/31/2023 | IVW | 48,156 | $3,617 | 12/31/2023 | Vontobel Holding Ltd. | 48,095 | $3,612 | 12/31/2023 | IVW | 48,095 | $3,612 | 12/31/2023 | Regal Investment Advisors LLC | 47,733 | $3,585 | 12/31/2023 | IVW | 47,733 | $3,585 | 12/31/2023 | Apeiron RIA LLC | 41,892 | $3,537 | 03/31/2024 | IVW | 41,892 | $3,537 | 03/31/2024 | Brighton Jones LLC | 47,097 | $3,537 | 12/31/2023 | IVW | 47,097 | $3,537 | 12/31/2023 | Hilltop Wealth Advisors LLC | 41,560 | $3,509 | 03/31/2024 | IVW | 41,560 | $3,509 | 03/31/2024 | Gray Private Wealth LLC | 40,983 | $3,461 | 03/31/2024 | IVW | 40,983 | $3,461 | 03/31/2024 | Oxford Financial Group Ltd. | 45,907 | $3,448 | 12/31/2023 | IVW | 45,907 | $3,448 | 12/31/2023 | Next Capital Management LLC | 45,650 | $3,428 | 12/31/2023 | IVW | 45,650 | $3,428 | 12/31/2023 | Carret Asset Management LLC | 40,061 | $3,383 | 03/31/2024 | IVW | 40,061 | $3,383 | 03/31/2024 | Harbor Investment Advisory LLC | 39,976 | $3,376 | 03/31/2024 | IVW | 39,976 | $3,376 | 03/31/2024 | Nwam LLC | 44,774 | $3,362 | 12/31/2023 | IVW | 44,774 | $3,362 | 12/31/2023 | Private Advisory Group LLC | 44,322 | $3,329 | 12/31/2023 | IVW | 44,322 | $3,329 | 12/31/2023 | Morris Financial Concepts Inc. | 39,101 | $3,302 | 03/31/2024 | IVW | 39,101 | $3,302 | 03/31/2024 | Soltis Investment Advisors LLC | 43,408 | $3,260 | 12/31/2023 | IVW | 43,408 | $3,260 | 12/31/2023 | Bouvel Investment Partners LLC | 38,501 | $3,251 | 03/31/2024 | IVW | 38,501 | $3,251 | 03/31/2024 | ETF Portfolio Partners Inc. | 43,213 | $3,245 | 12/31/2023 | IVW | 43,213 | $3,245 | 12/31/2023 | Scarborough Advisors LLC | 42,842 | $3,217 | 12/31/2023 | IVW | 42,842 | $3,217 | 12/31/2023 | AdvisorNet Financial Inc | 37,975 | $3,207 | 03/31/2024 | IVW | 37,975 | $3,207 | 03/31/2024 | Hoxton Planning & Management LLC | 37,896 | $3,200 | 03/31/2024 | IVW | 37,896 | $3,200 | 03/31/2024 | AMG National Trust Bank | 42,584 | $3,198 | 12/31/2023 | IVW | 42,584 | $3,198 | 12/31/2023 | Objective Capital Management LLC | 42,533 | $3,194 | 12/31/2023 | IVW | 42,533 | $3,194 | 12/31/2023 | Whittier Trust Co. | 42,368 | $3,182 | 12/31/2023 | IVW | 42,368 | $3,182 | 12/31/2023 | Colorado Capital Management Inc. | 37,390 | $3,157 | 03/31/2024 | IVW | 37,390 | $3,157 | 03/31/2024 | Mosley Wealth Management | 37,322 | $3,151 | 03/31/2024 | IVW | 37,322 | $3,151 | 03/31/2024 | Householder Group Estate & Retirement Specialist LLC | 41,450 | $3,112 | 12/31/2023 | IVW | 41,450 | $3,112 | 12/31/2023 | WBH Advisory Inc. | 36,729 | $3,101 | 03/31/2024 | IVW | 36,729 | $3,101 | 03/31/2024 | Smithfield Trust Co. | 40,845 | $3,071 | 12/31/2023 | IVW | 40,845 | $3,071 | 12/31/2023 | Lindbrook Capital LLC | 36,263 | $3,062 | 03/31/2024 | IVW | 36,263 | $3,062 | 03/31/2024 | Dorsey Wright & Associates | 40,426 | $3,036 | 12/31/2023 | IVW | 40,426 | $3,036 | 12/31/2023 | TRUE Private Wealth Advisors | 35,809 | $3,024 | 03/31/2024 | IVW | 35,809 | $3,024 | 03/31/2024 | Truepoint Inc. | 40,019 | $3,005 | 12/31/2023 | IVW | 40,019 | $3,005 | 12/31/2023 | Financial Counselors Inc. | 39,927 | $2,999 | 12/31/2023 | IVW | 39,927 | $2,999 | 12/31/2023 | GenWealth Group Inc. | 35,452 | $2,994 | 03/31/2024 | IVW | 35,452 | $2,994 | 03/31/2024 | RFG Advisory LLC | 35,313 | $2,982 | 03/31/2024 | IVW | 35,313 | $2,982 | 03/31/2024 | Oppenheimer & Co. Inc. | 39,235 | $2,947 | 12/31/2023 | IVW | 39,235 | $2,947 | 12/31/2023 | Hirtle Callaghan & Co LLC | 39,186 | $2,943 | 12/31/2023 | IVW | 39,186 | $2,943 | 12/31/2023 | Carnegie Capital Asset Management LLC | 39,140 | $2,939 | 12/31/2023 | IVW | 39,140 | $2,939 | 12/31/2023 | Cambridge Trust Co. | 39,010 | $2,930 | 12/31/2023 | IVW | 39,010 | $2,930 | 12/31/2023 | Mission Wealth Management LP | 39,002 | $2,929 | 12/31/2023 | IVW | 39,002 | $2,929 | 12/31/2023 | Signal Advisors Wealth LLC | 34,483 | $2,912 | 03/31/2024 | IVW | 34,483 | $2,912 | 03/31/2024 | Kohmann Bosshard Financial Services LLC | 34,472 | $2,911 | 03/31/2024 | IVW | 34,472 | $2,911 | 03/31/2024 | Bartlett & Co. LLC | 38,590 | $2,908 | 12/31/2023 | IVW | 38,590 | $2,908 | 12/31/2023 | Bartlett & CO. Wealth Management LLC | 38,590 | $2,908 | 12/31/2023 | IVW | 38,590 | $2,908 | 12/31/2023 | BCJ Capital Management LLC | 38,495 | $2,891 | 12/31/2023 | IVW | 38,495 | $2,891 | 12/31/2023 | Benchmark Investment Advisors LLC | 38,495 | $2,891 | 12/31/2023 | IVW | 38,495 | $2,891 | 12/31/2023 | Peregrine Asset Advisers Inc. | 38,306 | $2,877 | 12/31/2023 | IVW | 38,306 | $2,877 | 12/31/2023 | Lantz Financial LLC | 33,818 | $2,856 | 03/31/2024 | IVW | 33,818 | $2,856 | 03/31/2024 | Howard Wealth Management LLC | 37,779 | $2,837 | 12/31/2023 | IVW | 37,779 | $2,837 | 12/31/2023 | Calamos Advisors LLC | 37,769 | $2,836 | 12/31/2023 | IVW | 37,769 | $2,836 | 12/31/2023 | Beacon Capital Management LLC | 41,430 | $2,835 | 12/31/2023 | IVW | 41,430 | $2,835 | 12/31/2023 | National Bank of Canada FI | 38,244 | $2,824 | 12/31/2023 | IVW | 38,244 | $2,824 | 12/31/2023 | MBA Advisors LLC | 33,295 | $2,811 | 03/31/2024 | IVW | 33,295 | $2,811 | 03/31/2024 | Gables Capital Management Inc. | 37,000 | $2,779 | 12/31/2023 | IVW | 37,000 | $2,779 | 12/31/2023 | 17 Capital Partners LLC | 32,722 | $2,763 | 03/31/2024 | IVW | 32,722 | $2,763 | 03/31/2024 | Great Point Wealth Advisors LLC | 36,492 | $2,741 | 12/31/2023 | IVW | 36,492 | $2,741 | 12/31/2023 | Diversified Portfolios Inc. | 36,408 | $2,734 | 12/31/2023 | IVW | 36,408 | $2,734 | 12/31/2023 | SWP Financial LLC | 36,366 | $2,731 | 12/31/2023 | IVW | 36,366 | $2,731 | 12/31/2023 | Rogco LP | 36,328 | $2,728 | 12/31/2023 | IVW | 36,328 | $2,728 | 12/31/2023 | Sage Investment Advisers LLC | 32,283 | $2,726 | 03/31/2024 | IVW | 32,283 | $2,726 | 03/31/2024 | Guidance Capital Inc. | 32,977 | $2,716 | 03/31/2024 | IVW | 32,977 | $2,716 | 03/31/2024 | Pallas Capital Advisors LLC | 32,029 | $2,705 | 03/31/2024 | IVW | 32,029 | $2,705 | 03/31/2024 | Sowell Financial Services LLC | 35,919 | $2,698 | 12/31/2023 | IVW | 35,919 | $2,698 | 12/31/2023 | S&CO Inc. | 35,586 | $2,672 | 12/31/2023 | IVW | 35,586 | $2,672 | 12/31/2023 | Bristlecone Advisors LLC | 31,593 | $2,668 | 03/31/2024 | IVW | 31,593 | $2,668 | 03/31/2024 | Hudson Capital Management LLC | 31,601 | $2,668 | 03/31/2024 | IVW | 31,601 | $2,668 | 03/31/2024 | Round Rock Advisors LLC | 31,460 | $2,657 | 03/31/2024 | IVW | 31,460 | $2,657 | 03/31/2024 | Redwood Wealth Management Group LLC | 35,344 | $2,654 | 12/31/2023 | IVW | 35,344 | $2,654 | 12/31/2023 | StoneCrest Wealth Management Inc. | 31,370 | $2,649 | 03/31/2024 | IVW | 31,370 | $2,649 | 03/31/2024 | Haverford Trust Co. | 35,203 | $2,644 | 12/31/2023 | IVW | 35,203 | $2,644 | 12/31/2023 | Kickstand Ventures LLC. | 35,133 | $2,638 | 12/31/2023 | IVW | 35,133 | $2,638 | 12/31/2023 | Southern Capital Advisors LLC | 35,081 | $2,635 | 12/31/2023 | IVW | 35,081 | $2,635 | 12/31/2023 | Custom Index Systems LLC | 34,891 | $2,620 | 12/31/2023 | IVW | 34,891 | $2,620 | 12/31/2023 | Corrigan Financial Inc. | 30,801 | $2,601 | 03/31/2024 | IVW | 30,801 | $2,601 | 03/31/2024 | Parallel Advisors LLC | 33,913 | $2,547 | 12/31/2023 | IVW | 33,913 | $2,547 | 12/31/2023 | Firethorn Wealth Partners LLC | 30,036 | $2,536 | 03/31/2024 | IVW | 30,036 | $2,536 | 03/31/2024 | St. Louis Trust Co | 33,500 | $2,516 | 12/31/2023 | IVW | 33,500 | $2,516 | 12/31/2023 | One Wealth Management Investment & Advisory Services LLC | 33,337 | $2,504 | 12/31/2023 | IVW | 33,337 | $2,504 | 12/31/2023 | Matthew Goff Investment Advisor LLC | 29,443 | $2,486 | 03/31/2024 | IVW | 29,443 | $2,486 | 03/31/2024 | Matrix Private Capital Group LLC | 33,032 | $2,481 | 12/31/2023 | IVW | 33,032 | $2,481 | 12/31/2023 | Valeo Financial Advisors LLC | 30,268 | $2,464 | 03/31/2024 | IVW | 30,268 | $2,464 | 03/31/2024 | WESPAC Advisors LLC | 28,756 | $2,428 | 03/31/2024 | IVW | 28,756 | $2,428 | 03/31/2024 | Strategies Wealth Advisors LLC | 28,751 | $2,428 | 03/31/2024 | IVW | 28,751 | $2,428 | 03/31/2024 | Perigon Wealth Management LLC | 32,278 | $2,424 | 12/31/2023 | IVW | 32,278 | $2,424 | 12/31/2023 | Dentgroup LLC | 28,292 | $2,389 | 03/31/2024 | IVW | 28,292 | $2,389 | 03/31/2024 | Fonville Wealth Management LLC | 28,063 | $2,370 | 03/31/2024 | IVW | 28,063 | $2,370 | 03/31/2024 | Evanson Asset Management LLC | 28,034 | $2,367 | 03/31/2024 | IVW | 28,034 | $2,367 | 03/31/2024 | Strategic Blueprint LLC | 27,953 | $2,360 | 03/31/2024 | IVW | 27,953 | $2,360 | 03/31/2024 | Baron Wealth Management LLC | 31,276 | $2,349 | 12/31/2023 | IVW | 31,276 | $2,349 | 12/31/2023 | First National Bank Sioux Falls | 27,809 | $2,348 | 03/31/2024 | IVW | 27,809 | $2,348 | 03/31/2024 | Swmg LLC | 31,201 | $2,343 | 12/31/2023 | IVW | 31,201 | $2,343 | 12/31/2023 | Centaurus Financial Inc. | 31,045 | $2,331 | 12/31/2023 | IVW | 31,045 | $2,331 | 12/31/2023 | Oxinas Partners Wealth Management LLC | 27,595 | $2,330 | 03/31/2024 | IVW | 27,595 | $2,330 | 03/31/2024 | Procyon Private Wealth Partners LLC | 27,589 | $2,330 | 03/31/2024 | IVW | 27,589 | $2,330 | 03/31/2024 | Corundum Group Inc. | 27,424 | $2,316 | 03/31/2024 | IVW | 27,424 | $2,316 | 03/31/2024 | First Citizens Bank & Trust Co. | 27,355 | $2,310 | 03/31/2024 | IVW | 27,355 | $2,310 | 03/31/2024 | Essex Financial Services Inc. | 27,177 | $2,295 | 03/31/2024 | IVW | 27,177 | $2,295 | 03/31/2024 | Pathway Financial Advisors LLC | 27,160 | $2,293 | 03/31/2024 | IVW | 27,160 | $2,293 | 03/31/2024 | Mattern Wealth Management LLC | 30,474 | $2,289 | 12/31/2023 | IVW | 30,474 | $2,289 | 12/31/2023 | waypoint wealth counsel | 27,078 | $2,287 | 03/31/2024 | IVW | 27,078 | $2,287 | 03/31/2024 | Forthright Family Wealth Advisory LLC | 30,300 | $2,276 | 12/31/2023 | IVW | 30,300 | $2,276 | 12/31/2023 | Beacon Bridge Wealth Partners LLC | 30,040 | $2,256 | 12/31/2023 | IVW | 30,040 | $2,256 | 12/31/2023 | Regal Wealth Group Inc. | 30,815 | $2,245 | 12/31/2023 | IVW | 30,815 | $2,245 | 12/31/2023 | Institute for Wealth Management LLC. | 29,557 | $2,220 | 12/31/2023 | IVW | 29,557 | $2,220 | 12/31/2023 | Northwest Bancshares Inc. | 26,242 | $2,216 | 03/31/2024 | IVW | 26,242 | $2,216 | 03/31/2024 | Moneywise Inc. | 26,247 | $2,216 | 03/31/2024 | IVW | 26,247 | $2,216 | 03/31/2024 | Montecito Bank & Trust | 26,109 | $2,205 | 03/31/2024 | IVW | 26,109 | $2,205 | 03/31/2024 | Krilogy Financial LLC | 25,870 | $2,184 | 03/31/2024 | IVW | 25,870 | $2,184 | 03/31/2024 | BancorpSouth Bank | 28,767 | $2,160 | 12/31/2023 | IVW | 28,767 | $2,160 | 12/31/2023 | Tolleson Wealth Management Inc. | 28,651 | $2,152 | 12/31/2023 | IVW | 28,651 | $2,152 | 12/31/2023 | Prosperity Planning Inc. | 25,290 | $2,135 | 03/31/2024 | IVW | 25,290 | $2,135 | 03/31/2024 | Kapstone Financial Advisors LLC | 27,109 | $2,131 | 12/31/2023 | IVW | 27,109 | $2,131 | 12/31/2023 | Bailard Inc. | 28,359 | $2,130 | 12/31/2023 | IVW | 28,359 | $2,130 | 12/31/2023 | Cary Street Partners Investment Advisory LLC | 28,361 | $2,130 | 12/31/2023 | IVW | 28,361 | $2,130 | 12/31/2023 | Schechter Investment Advisors LLC | 28,138 | $2,113 | 12/31/2023 | IVW | 28,138 | $2,113 | 12/31/2023 | Breakwater Capital Group | 24,959 | $2,108 | 03/31/2024 | IVW | 24,959 | $2,108 | 03/31/2024 | Turtle Creek Wealth Advisors LLC | 28,006 | $2,103 | 12/31/2023 | IVW | 28,006 | $2,103 | 12/31/2023 | Certified Advisory Corp | 27,903 | $2,096 | 12/31/2023 | IVW | 27,903 | $2,096 | 12/31/2023 | Rhumbline Advisers | 27,880 | $2,094 | 12/31/2023 | IVW | 27,880 | $2,094 | 12/31/2023 | Advisors Capital Management LLC | 27,702 | $2,080 | 12/31/2023 | IVW | 27,702 | $2,080 | 12/31/2023 | Prosperitas Financial LLC | 27,614 | $2,074 | 12/31/2023 | IVW | 27,614 | $2,074 | 12/31/2023 | MMA Asset Management LLC | 25,117 | $2,063 | 12/31/2023 | IVW | 25,117 | $2,063 | 12/31/2023 | Marietta Wealth Management LLC | 24,322 | $2,054 | 03/31/2024 | IVW | 24,322 | $2,054 | 03/31/2024 | Rossmore Private Capital | 27,172 | $2,041 | 12/31/2023 | IVW | 27,172 | $2,041 | 12/31/2023 | Assetmark Inc. | 27,118 | $2,037 | 12/31/2023 | IVW | 27,118 | $2,037 | 12/31/2023 | Venturi Wealth Management LLC | 24,101 | $2,035 | 03/31/2024 | IVW | 24,101 | $2,035 | 03/31/2024 | First Western Trust Bank | 27,016 | $2,029 | 12/31/2023 | IVW | 27,016 | $2,029 | 12/31/2023 | Harvest Investment Services LLC | 26,773 | $2,011 | 12/31/2023 | IVW | 26,773 | $2,011 | 12/31/2023 | Lincoln National Corp | 26,665 | $2,003 | 12/31/2023 | IVW | 26,665 | $2,003 | 12/31/2023 | Klaas Financial Asset Advisors LLC | 23,707 | $2,002 | 03/31/2024 | IVW | 23,707 | $2,002 | 03/31/2024 | Private Trust Co. NA | 23,506 | $1,985 | 03/31/2024 | IVW | 23,506 | $1,985 | 03/31/2024 | United Services Automobile Association | 26,423 | $1,984 | 12/31/2023 | IVW | 26,423 | $1,984 | 12/31/2023 | CCG Wealth Management LLC | 23,392 | $1,975 | 03/31/2024 | IVW | 23,392 | $1,975 | 03/31/2024 | Intrust Bank NA | 26,290 | $1,974 | 12/31/2023 | IVW | 26,290 | $1,974 | 12/31/2023 | Iams Wealth Management LLC | 23,977 | $1,970 | 03/31/2024 | IVW | 23,977 | $1,970 | 03/31/2024 | Prospera Financial Services Inc | 26,201 | $1,968 | 12/31/2023 | IVW | 26,201 | $1,968 | 12/31/2023 | Key Financial Inc | 26,018 | $1,954 | 12/31/2023 | IVW | 26,018 | $1,954 | 12/31/2023 | Retirement Income Solutions Inc | 25,935 | $1,948 | 12/31/2023 | IVW | 25,935 | $1,948 | 12/31/2023 | Capital Performance Advisors LLP | 23,033 | $1,945 | 03/31/2024 | IVW | 23,033 | $1,945 | 03/31/2024 | Tradition Wealth Management LLC | 25,859 | $1,942 | 12/31/2023 | IVW | 25,859 | $1,942 | 12/31/2023 | Blackston Financial Advisory Group LLC | 25,559 | $1,919 | 12/31/2023 | IVW | 25,559 | $1,919 | 12/31/2023 | Evensky & Katz LLC | 22,715 | $1,918 | 03/31/2024 | IVW | 22,715 | $1,918 | 03/31/2024 | First Trust Advisors LP | 25,401 | $1,908 | 12/31/2023 | IVW | 25,401 | $1,908 | 12/31/2023 | Maia Wealth LLC | 25,365 | $1,905 | 12/31/2023 | IVW | 25,365 | $1,905 | 12/31/2023 | Ballentine Partners LLC | 22,507 | $1,900 | 03/31/2024 | IVW | 22,507 | $1,900 | 03/31/2024 | Boston Family Office LLC | 25,084 | $1,884 | 12/31/2023 | IVW | 25,084 | $1,884 | 12/31/2023 | Lpwm LLC | 22,490 | $1,882 | 03/31/2024 | IVW | 22,490 | $1,882 | 03/31/2024 | Bernardo Wealth Planning LLC | 25,058 | $1,882 | 12/31/2023 | IVW | 25,058 | $1,882 | 12/31/2023 | Adroit Compliance LLC | 24,993 | $1,877 | 12/31/2023 | IVW | 24,993 | $1,877 | 12/31/2023 | Choate Investment Advisors | 24,922 | $1,872 | 12/31/2023 | IVW | 24,922 | $1,872 | 12/31/2023 | Squarepoint Ops LLC | 24,872 | $1,868 | 12/31/2023 | IVW | 24,872 | $1,868 | 12/31/2023 | Lane & Associates LLC | 22,084 | $1,865 | 03/31/2024 | IVW | 22,084 | $1,865 | 03/31/2024 | Glenview Trust Co | 24,275 | $1,823 | 12/31/2023 | IVW | 24,275 | $1,823 | 12/31/2023 | IHT Wealth Management LLC | 24,211 | $1,818 | 12/31/2023 | IVW | 24,211 | $1,818 | 12/31/2023 | Texas Capital Bank Wealth Management Services Inc. | 24,173 | $1,815 | 12/31/2023 | IVW | 24,173 | $1,815 | 12/31/2023 | Stablepoint Partners LLC | 21,434 | $1,810 | 03/31/2024 | IVW | 21,434 | $1,810 | 03/31/2024 | SigFig Wealth Management LLC | 23,853 | $1,791 | 12/31/2023 | IVW | 23,853 | $1,791 | 12/31/2023 | Magnus Financial Group LLC | 23,716 | $1,781 | 12/31/2023 | IVW | 23,716 | $1,781 | 12/31/2023 | Meridian Wealth Advisors LLC | 23,696 | $1,780 | 12/31/2023 | IVW | 23,696 | $1,780 | 12/31/2023 | Sound Income Strategies LLC | 21,049 | $1,777 | 03/31/2024 | IVW | 21,049 | $1,777 | 03/31/2024 | Manchester Capital Management LLC | 23,639 | $1,775 | 12/31/2023 | IVW | 23,639 | $1,775 | 12/31/2023 | KMG Fiduciary Partners LLC | 20,913 | $1,766 | 03/31/2024 | IVW | 20,913 | $1,766 | 03/31/2024 | JT Stratford LLC | 23,486 | $1,764 | 12/31/2023 | IVW | 23,486 | $1,764 | 12/31/2023 | Twin Peaks Wealth Advisors LLC | 20,794 | $1,756 | 03/31/2024 | IVW | 20,794 | $1,756 | 03/31/2024 | Whitcomb & Hess Inc. | 20,719 | $1,750 | 03/31/2024 | IVW | 20,719 | $1,750 | 03/31/2024 | Simplex Trading LLC | 20,592 | $1,738 | 03/31/2024 | IVW | 20,592 | $1,738 | 03/31/2024 | Wealthcare Advisory Partners LLC | 20,574 | $1,737 | 03/31/2024 | IVW | 20,574 | $1,737 | 03/31/2024 | CoreCap Advisors LLC | 22,969 | $1,725 | 12/31/2023 | IVW | 22,969 | $1,725 | 12/31/2023 | Alesco Advisors LLC | 22,722 | $1,706 | 12/31/2023 | IVW | 22,722 | $1,706 | 12/31/2023 | Kaydan Wealth Management Inc. | 20,141 | $1,701 | 03/31/2024 | IVW | 20,141 | $1,701 | 03/31/2024 | Alerus Financial NA | 22,464 | $1,687 | 12/31/2023 | IVW | 22,464 | $1,687 | 12/31/2023 | Bowman & Co S.C. | 19,971 | $1,686 | 03/31/2024 | IVW | 19,971 | $1,686 | 03/31/2024 | Brown Brothers Harriman & Co. | 22,409 | $1,683 | 12/31/2023 | IVW | 22,409 | $1,683 | 12/31/2023 | WMS Partners LLC | 22,374 | $1,680 | 12/31/2023 | IVW | 22,374 | $1,680 | 12/31/2023 | Summit Financial Group Inc. | 19,856 | $1,677 | 03/31/2024 | IVW | 19,856 | $1,677 | 03/31/2024 | Philip James Wealth Mangement LLC | 22,271 | $1,673 | 12/31/2023 | IVW | 22,271 | $1,673 | 12/31/2023 | Cornerstone Wealth Management LLC | 19,708 | $1,664 | 03/31/2024 | IVW | 19,708 | $1,664 | 03/31/2024 | Cornell Pochily Investment Advisors Inc. | 19,564 | $1,652 | 03/31/2024 | IVW | 19,564 | $1,652 | 03/31/2024 | Tsfg LLC | 19,518 | $1,648 | 03/31/2024 | IVW | 19,518 | $1,648 | 03/31/2024 | My Legacy Advisors LLC | 21,787 | $1,648 | 12/31/2023 | IVW | 21,787 | $1,648 | 12/31/2023 | Custos Family Office LLC | 21,829 | $1,639 | 12/31/2023 | IVW | 21,829 | $1,639 | 12/31/2023 | Confluence Wealth Services Inc. | 19,272 | $1,627 | 03/31/2024 | IVW | 19,272 | $1,627 | 03/31/2024 | Baystate Wealth Management LLC | 21,612 | $1,623 | 12/31/2023 | IVW | 21,612 | $1,623 | 12/31/2023 | Forum Financial Management LP | 21,596 | $1,622 | 12/31/2023 | IVW | 21,596 | $1,622 | 12/31/2023 | Bensler LLC | 21,577 | $1,620 | 12/31/2023 | IVW | 21,577 | $1,620 | 12/31/2023 | Day & Ennis LLC | 21,470 | $1,612 | 12/31/2023 | IVW | 21,470 | $1,612 | 12/31/2023 | HM Payson & Co. | 21,426 | $1,609 | 12/31/2023 | IVW | 21,426 | $1,609 | 12/31/2023 | Highview Capital Management LLC DE | 18,924 | $1,598 | 03/31/2024 | IVW | 18,924 | $1,598 | 03/31/2024 | Pinnacle Financial Group LLC IL | 21,260 | $1,597 | 12/31/2023 | IVW | 21,260 | $1,597 | 12/31/2023 | Etfidea LLC | 21,230 | $1,594 | 12/31/2023 | IVW | 21,230 | $1,594 | 12/31/2023 | Kingsview Wealth Management LLC | 21,114 | $1,586 | 12/31/2023 | IVW | 21,114 | $1,586 | 12/31/2023 | Grey Fox Wealth Advisors LLC | | $1,578 | 03/31/2024 | Mutual Fund | 2,138 | $1,316 | 03/31/2024 | IVW | 3,100 | $262 | 03/31/2024 | First County Bank CT | 20,630 | $1,549 | 12/31/2023 | IVW | 20,630 | $1,549 | 12/31/2023 | Novare Capital Management LLC | 20,475 | $1,538 | 12/31/2023 | IVW | 20,475 | $1,538 | 12/31/2023 | Marks Group Wealth Management Inc | 20,443 | $1,535 | 12/31/2023 | IVW | 20,443 | $1,535 | 12/31/2023 | ProVise Management Group LLC | 20,408 | $1,533 | 12/31/2023 | IVW | 20,408 | $1,533 | 12/31/2023 | RCS Financial Planning LLC | 18,133 | $1,531 | 03/31/2024 | IVW | 18,133 | $1,531 | 03/31/2024 | True Vision MN LLC | 20,315 | $1,526 | 12/31/2023 | IVW | 20,315 | $1,526 | 12/31/2023 | Sprinkle Financial Consultants LLC | 18,029 | $1,522 | 03/31/2024 | IVW | 18,029 | $1,522 | 03/31/2024 | Essex Savings Bank | 18,011 | $1,521 | 03/31/2024 | IVW | 18,011 | $1,521 | 03/31/2024 | HBK Sorce Advisory LLC | 20,254 | $1,521 | 12/31/2023 | IVW | 20,254 | $1,521 | 12/31/2023 | McGlone Suttner Wealth Management Inc. | 17,991 | $1,519 | 03/31/2024 | IVW | 17,991 | $1,519 | 03/31/2024 | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 20,200 | $1,517 | 12/31/2023 | IVW | 20,200 | $1,517 | 12/31/2023 | Centurion Wealth Management LLC | 20,032 | $1,504 | 12/31/2023 | IVW | 20,032 | $1,504 | 12/31/2023 | Carolinas Wealth Consulting LLC | 19,732 | $1,482 | 12/31/2023 | IVW | 19,732 | $1,482 | 12/31/2023 | Market Street Wealth Management Advisors LLC | 17,416 | $1,471 | 03/31/2024 | IVW | 17,416 | $1,471 | 03/31/2024 | Green Harvest Asset Management LLC | 19,551 | $1,468 | 12/31/2023 | IVW | 19,551 | $1,468 | 12/31/2023 | McNaughton Wealth Management LLC | 17,302 | $1,461 | 03/31/2024 | IVW | 17,302 | $1,461 | 03/31/2024 | Dynamic Advisor Solutions LLC | 17,236 | $1,455 | 03/31/2024 | IVW | 17,236 | $1,455 | 03/31/2024 | AWM Capital LLC | 17,174 | $1,450 | 03/31/2024 | IVW | 17,174 | $1,450 | 03/31/2024 | First Command Advisory Services Inc. | 19,162 | $1,439 | 12/31/2023 | IVW | 19,162 | $1,439 | 12/31/2023 | Benjamin F. Edwards & Company Inc. | 19,080 | $1,433 | 12/31/2023 | IVW | 19,080 | $1,433 | 12/31/2023 | American Investment Services Inc. | 18,975 | $1,425 | 12/31/2023 | IVW | 18,975 | $1,425 | 12/31/2023 | Fiduciary Alliance LLC | 16,793 | $1,420 | 03/31/2024 | IVW | 16,793 | $1,420 | 03/31/2024 | Next Level Private LLC | 16,629 | $1,404 | 03/31/2024 | IVW | 16,629 | $1,404 | 03/31/2024 | Schneider Downs Wealth Management Advisors LP | 18,590 | $1,396 | 12/31/2023 | IVW | 18,590 | $1,396 | 12/31/2023 | Maxwell Wealth Strategies Inc. | 18,562 | $1,394 | 12/31/2023 | IVW | 18,562 | $1,394 | 12/31/2023 | Wiley BROS. Aintree Capital LLC | 16,468 | $1,391 | 03/31/2024 | IVW | 16,468 | $1,391 | 03/31/2024 | Bradley Foster & Sargent Inc. CT | 18,462 | $1,386 | 12/31/2023 | IVW | 18,462 | $1,386 | 12/31/2023 | Shared Vision Wealth Group LLC | 18,462 | $1,386 | 12/31/2023 | IVW | 18,462 | $1,386 | 12/31/2023 | Morningstar Investment Services LLC | 18,336 | $1,382 | 12/31/2023 | IVW | 18,336 | $1,382 | 12/31/2023 | Mather Group LLC. | 16,272 | $1,374 | 03/31/2024 | IVW | 16,272 | $1,374 | 03/31/2024 | CENTRAL TRUST Co | 16,116 | $1,361 | 03/31/2024 | IVW | 16,116 | $1,361 | 03/31/2024 | Inspirion Wealth Advisors LLC | 16,090 | $1,359 | 03/31/2024 | IVW | 16,090 | $1,359 | 03/31/2024 | Quadrant Capital Group LLC | 18,064 | $1,357 | 12/31/2023 | IVW | 18,064 | $1,357 | 12/31/2023 | Blankinship & Foster LLC | 17,939 | $1,347 | 12/31/2023 | IVW | 17,939 | $1,347 | 12/31/2023 | GYL Financial Synergies LLC | 17,718 | $1,331 | 12/31/2023 | IVW | 17,718 | $1,331 | 12/31/2023 | Alpha Cubed Investments LLC | 15,752 | $1,330 | 03/31/2024 | IVW | 15,752 | $1,330 | 03/31/2024 | Marino Stram & Associates LLC | 15,738 | $1,329 | 03/31/2024 | IVW | 15,738 | $1,329 | 03/31/2024 | First Personal Financial Services | 15,697 | $1,325 | 03/31/2024 | IVW | 15,697 | $1,325 | 03/31/2024 | Roman Butler Fullerton & Co. | 16,872 | $1,323 | 12/31/2023 | IVW | 16,872 | $1,323 | 12/31/2023 | Tyler Stone Wealth Management | 17,583 | $1,321 | 12/31/2023 | IVW | 17,583 | $1,321 | 12/31/2023 | Kessler Investment Group LLC | 15,623 | $1,319 | 03/31/2024 | IVW | 15,623 | $1,319 | 03/31/2024 | Patton Albertson Miller Group LLC | 15,594 | $1,317 | 03/31/2024 | IVW | 15,594 | $1,317 | 03/31/2024 | Bridges Investment Management Inc. | 15,463 | $1,306 | 03/31/2024 | IVW | 15,463 | $1,306 | 03/31/2024 | PACK Private Wealth LLC | 17,388 | $1,306 | 12/31/2023 | IVW | 17,388 | $1,306 | 12/31/2023 | First National Bank & Trust Co. of Newtown | 17,281 | $1,298 | 12/31/2023 | IVW | 17,281 | $1,298 | 12/31/2023 | Bromfield Sneider Wealth Advisors | 15,274 | $1,290 | 03/31/2024 | IVW | 15,274 | $1,290 | 03/31/2024 | Warren Averett Asset Management LLC | 17,082 | $1,283 | 12/31/2023 | IVW | 17,082 | $1,283 | 12/31/2023 | STA Wealth Management LLC | 17,066 | $1,282 | 12/31/2023 | IVW | 17,066 | $1,282 | 12/31/2023 | Dfpg Investments LLC | 17,478 | $1,281 | 12/31/2023 | IVW | 17,478 | $1,281 | 12/31/2023 | Signaturefd LLC | 17,016 | $1,278 | 12/31/2023 | IVW | 17,016 | $1,278 | 12/31/2023 | Quantinno Capital Management LP | 16,993 | $1,276 | 12/31/2023 | IVW | 16,993 | $1,276 | 12/31/2023 | Dominguez Wealth Management Solutions Inc. | 15,072 | $1,273 | 03/31/2024 | IVW | 15,072 | $1,273 | 03/31/2024 | Navis Wealth Advisors LLC | 16,845 | $1,265 | 12/31/2023 | IVW | 16,845 | $1,265 | 12/31/2023 | Money Concepts Capital Corp | 16,792 | $1,261 | 12/31/2023 | IVW | 16,792 | $1,261 | 12/31/2023 | PFG Advisors | 16,787 | $1,261 | 12/31/2023 | IVW | 16,787 | $1,261 | 12/31/2023 | Hanlon Investment Management Inc. | 16,777 | $1,260 | 12/31/2023 | IVW | 16,777 | $1,260 | 12/31/2023 | Progressive Investment Management Corp | 14,901 | $1,258 | 03/31/2024 | IVW | 14,901 | $1,258 | 03/31/2024 | GSB Wealth Management LLC | 16,741 | $1,257 | 12/31/2023 | IVW | 16,741 | $1,257 | 12/31/2023 | Alta Wealth Advisors LLC | 16,708 | $1,255 | 12/31/2023 | IVW | 16,708 | $1,255 | 12/31/2023 | Howard Capital Management Group LLC | 14,850 | $1,254 | 03/31/2024 | IVW | 14,850 | $1,254 | 03/31/2024 | Insight Advisors LLC PA | 16,584 | $1,245 | 12/31/2023 | IVW | 16,584 | $1,245 | 12/31/2023 | Hall Kathryn A. | 16,556 | $1,243 | 12/31/2023 | IVW | 16,556 | $1,243 | 12/31/2023 | Arete Wealth Advisors LLC | 16,506 | $1,240 | 12/31/2023 | IVW | 16,506 | $1,240 | 12/31/2023 | Quadrant Private Wealth Management LLC | 16,505 | $1,240 | 12/31/2023 | IVW | 16,505 | $1,240 | 12/31/2023 | Crestwood Advisors Group LLC | 16,446 | $1,235 | 12/31/2023 | IVW | 16,446 | $1,235 | 12/31/2023 | Keystone Wealth Services LLC | 14,588 | $1,232 | 03/31/2024 | IVW | 14,588 | $1,232 | 03/31/2024 | Axxcess Wealth Management LLC | 16,354 | $1,228 | 12/31/2023 | IVW | 16,354 | $1,228 | 12/31/2023 | Oppenheimer Asset Management Inc. | 16,266 | $1,222 | 12/31/2023 | IVW | 16,266 | $1,222 | 12/31/2023 | Transcend Wealth Collective LLC | 16,196 | $1,216 | 12/31/2023 | IVW | 16,196 | $1,216 | 12/31/2023 | Spectrum Planning & Advisory Services Inc. | 16,184 | $1,215 | 12/31/2023 | IVW | 16,184 | $1,215 | 12/31/2023 | Bellwether Advisors LLC | 16,131 | $1,211 | 12/31/2023 | IVW | 16,131 | $1,211 | 12/31/2023 | Veracity Capital LLC | 14,319 | $1,209 | 03/31/2024 | IVW | 14,319 | $1,209 | 03/31/2024 | Henrickson Nauta Wealth Advisors Inc. | 14,420 | $1,207 | 03/31/2024 | IVW | 14,420 | $1,207 | 03/31/2024 | Sutton Place Investors LLC | 14,273 | $1,205 | 03/31/2024 | IVW | 14,273 | $1,205 | 03/31/2024 | White Pine Capital LLC | 16,008 | $1,202 | 12/31/2023 | IVW | 16,008 | $1,202 | 12/31/2023 | Y Intercept Hong Kong Ltd | 15,999 | $1,202 | 12/31/2023 | IVW | 15,999 | $1,202 | 12/31/2023 | Adviser Investments LLC | 15,990 | $1,201 | 12/31/2023 | IVW | 15,990 | $1,201 | 12/31/2023 | Chapin Davis Inc. | 14,159 | $1,196 | 03/31/2024 | IVW | 14,159 | $1,196 | 03/31/2024 | Connectus Wealth LLC | 15,880 | $1,193 | 12/31/2023 | IVW | 15,880 | $1,193 | 12/31/2023 | FFG Retirement Advisors LLC | 15,679 | $1,177 | 12/31/2023 | IVW | 15,679 | $1,177 | 12/31/2023 | Ascent Group LLC | 14,378 | $1,174 | 12/31/2023 | IVW | 14,378 | $1,174 | 12/31/2023 | Cadinha & Co. LLC | 15,622 | $1,173 | 12/31/2023 | IVW | 15,622 | $1,173 | 12/31/2023 | Fermata Advisors LLC | 13,885 | $1,172 | 03/31/2024 | IVW | 13,885 | $1,172 | 03/31/2024 | Mattern Capital Management LLC | 15,571 | $1,169 | 12/31/2023 | IVW | 15,571 | $1,169 | 12/31/2023 | Sandbox Financial Partners LLC | 13,828 | $1,168 | 03/31/2024 | IVW | 13,828 | $1,168 | 03/31/2024 | Putnam FL Investment Management Co. | 15,555 | $1,168 | 12/31/2023 | IVW | 15,555 | $1,168 | 12/31/2023 | Legacy Advisors LLC | 15,552 | $1,168 | 12/31/2023 | IVW | 15,552 | $1,168 | 12/31/2023 | REDW Wealth LLC | 15,538 | $1,167 | 12/31/2023 | IVW | 15,538 | $1,167 | 12/31/2023 | GSA Capital Partners LLP | 15,500 | $1,164 | 12/31/2023 | IVW | 15,500 | $1,164 | 12/31/2023 | Kennicott Capital Management LLC | 13,748 | $1,161 | 03/31/2024 | IVW | 13,748 | $1,161 | 03/31/2024 | 9258 Wealth Management LLC | 15,322 | $1,151 | 12/31/2023 | IVW | 15,322 | $1,151 | 12/31/2023 | Verity Asset Management Inc. | 15,307 | $1,150 | 12/31/2023 | IVW | 15,307 | $1,150 | 12/31/2023 | Atlantic Edge Private Wealth Management LLC | 15,280 | $1,148 | 12/31/2023 | IVW | 15,280 | $1,148 | 12/31/2023 | Idaho Trust Bank | 15,240 | $1,145 | 12/31/2023 | IVW | 15,240 | $1,145 | 12/31/2023 | SOL Capital Management CO | 13,469 | $1,137 | 03/31/2024 | IVW | 13,469 | $1,137 | 03/31/2024 | Holistic Planning LLC | 15,067 | $1,132 | 12/31/2023 | IVW | 15,067 | $1,132 | 12/31/2023 | International Assets Investment Management LLC | 13,360 | $1,130 | 03/31/2024 | IVW | 13,360 | $1,130 | 03/31/2024 | Riversedge Advisors LLC | 15,046 | $1,130 | 12/31/2023 | IVW | 15,046 | $1,130 | 12/31/2023 | Bessemer Group Inc. | 14,923 | $1,121 | 12/31/2023 | IVW | 14,923 | $1,121 | 12/31/2023 | TMD Wealth Management LLC | 14,889 | $1,118 | 12/31/2023 | IVW | 14,889 | $1,118 | 12/31/2023 | Integrated Investment Consultants LLC | 13,130 | $1,109 | 03/31/2024 | IVW | 13,130 | $1,109 | 03/31/2024 | Venture Visionary Partners LLC | 14,549 | $1,093 | 12/31/2023 | IVW | 14,549 | $1,093 | 12/31/2023 | Cornerstone Advisory LLC | 14,508 | $1,090 | 12/31/2023 | IVW | 14,508 | $1,090 | 12/31/2023 | Claro Advisors LLC | 12,882 | $1,088 | 03/31/2024 | IVW | 12,882 | $1,088 | 03/31/2024 | New England Private Wealth Advisors LLC | 14,389 | $1,081 | 12/31/2023 | IVW | 14,389 | $1,081 | 12/31/2023 | LTG Capital LLC | 14,349 | $1,078 | 12/31/2023 | IVW | 14,349 | $1,078 | 12/31/2023 | Able Wealth Management LLC | 14,359 | $1,078 | 12/31/2023 | IVW | 14,359 | $1,078 | 12/31/2023 | Balboa Wealth Partners | 14,302 | $1,074 | 12/31/2023 | IVW | 14,302 | $1,074 | 12/31/2023 | InterOcean Capital Group LLC | 14,284 | $1,073 | 12/31/2023 | IVW | 14,284 | $1,073 | 12/31/2023 | Chicago Partners Investment Group LLC | 13,147 | $1,070 | 03/31/2024 | IVW | 13,147 | $1,070 | 03/31/2024 | Sendero Wealth Management LLC | 12,608 | $1,065 | 03/31/2024 | IVW | 12,608 | $1,065 | 03/31/2024 | Clear Investment Research LLC | 14,185 | $1,065 | 12/31/2023 | IVW | 14,185 | $1,065 | 12/31/2023 | Sterling Investment Advisors LLC ADV | 12,572 | $1,062 | 03/31/2024 | IVW | 12,572 | $1,062 | 03/31/2024 | BBR Partners LLC | 14,102 | $1,059 | 12/31/2023 | IVW | 14,102 | $1,059 | 12/31/2023 | Atticus Wealth Management LLC | 12,517 | $1,057 | 03/31/2024 | IVW | 12,517 | $1,057 | 03/31/2024 | Boston Financial Mangement LLC | 14,077 | $1,057 | 12/31/2023 | IVW | 14,077 | $1,057 | 12/31/2023 | Concorde Asset Management LLC | 14,026 | $1,053 | 12/31/2023 | IVW | 14,026 | $1,053 | 12/31/2023 | Deutsche Bank AG | 13,990 | $1,051 | 12/31/2023 | IVW | 13,990 | $1,051 | 12/31/2023 | Syntegra Private Wealth Group LLC | 13,998 | $1,051 | 12/31/2023 | IVW | 13,998 | $1,051 | 12/31/2023 | Berger Financial Group Inc | 12,396 | $1,047 | 03/31/2024 | IVW | 12,396 | $1,047 | 03/31/2024 | SlateStone Wealth LLC | 12,351 | $1,043 | 03/31/2024 | IVW | 12,351 | $1,043 | 03/31/2024 | Argent Advisors Inc. | 13,887 | $1,043 | 12/31/2023 | IVW | 13,887 | $1,043 | 12/31/2023 | CVA Family Office LLC | 12,315 | $1,040 | 03/31/2024 | IVW | 12,315 | $1,040 | 03/31/2024 | Sovereign Financial Group Inc. | 12,315 | $1,040 | 03/31/2024 | IVW | 12,315 | $1,040 | 03/31/2024 | Processus Wealth & Capital Management LLC | 12,301 | $1,039 | 03/31/2024 | IVW | 12,301 | $1,039 | 03/31/2024 | McDonough Capital Management Inc | 13,840 | $1,039 | 12/31/2023 | IVW | 13,840 | $1,039 | 12/31/2023 | Joel Isaacson & Co. LLC | 13,826 | $1,038 | 12/31/2023 | IVW | 13,826 | $1,038 | 12/31/2023 | Cornerstone Wealth Group LLC | 12,276 | $1,037 | 03/31/2024 | IVW | 12,276 | $1,037 | 03/31/2024 | Empower Advisory Group LLC | 13,729 | $1,031 | 12/31/2023 | IVW | 13,729 | $1,031 | 12/31/2023 | Bank of Hawaii | 13,697 | $1,029 | 12/31/2023 | IVW | 13,697 | $1,029 | 12/31/2023 | Winthrop Capital Management LLC | 13,672 | $1,027 | 12/31/2023 | IVW | 13,672 | $1,027 | 12/31/2023 | MKT Advisors LLC | 12,177 | $1,019 | 03/31/2024 | IVW | 12,177 | $1,019 | 03/31/2024 | Delta Financial Group Inc. | 13,567 | $1,019 | 12/31/2023 | IVW | 13,567 | $1,019 | 12/31/2023 | Bank of Stockton | 11,969 | $1,011 | 03/31/2024 | IVW | 11,969 | $1,011 | 03/31/2024 | Summit Financial Strategies Inc. | 13,405 | $1,007 | 12/31/2023 | IVW | 13,405 | $1,007 | 12/31/2023 | Gateway Wealth Partners LLC | 13,413 | $1,007 | 12/31/2023 | IVW | 13,413 | $1,007 | 12/31/2023 | Creative Financial Designs Inc. ADV | 13,389 | $1,006 | 12/31/2023 | IVW | 13,389 | $1,006 | 12/31/2023 | Fountainhead AM LLC | 13,363 | $1,004 | 12/31/2023 | IVW | 13,363 | $1,004 | 12/31/2023 | Murphy Middleton Hinkle & Parker Inc. | 11,791 | $996 | 03/31/2024 | IVW | 11,791 | $996 | 03/31/2024 | LifeSteps Financial Inc. | 11,767 | $994 | 03/31/2024 | IVW | 11,767 | $994 | 03/31/2024 | Walden Wealth Partners LLC | 11,907 | $989 | 03/31/2024 | IVW | 11,907 | $989 | 03/31/2024 | Vertex Planning Partners LLC | 13,158 | $988 | 12/31/2023 | IVW | 13,158 | $988 | 12/31/2023 | First National Trust Co | 11,652 | $984 | 03/31/2024 | IVW | 11,652 | $984 | 03/31/2024 | Tiemann Investment Advisors LLC | 13,088 | $983 | 12/31/2023 | IVW | 13,088 | $983 | 12/31/2023 | Heritage Financial Services LLC | 13,066 | $981 | 12/31/2023 | IVW | 13,066 | $981 | 12/31/2023 | Moody Lynn & Lieberson LLC | 11,592 | $979 | 03/31/2024 | IVW | 11,592 | $979 | 03/31/2024 | 1ST Source Bank | 12,989 | $975 | 12/31/2023 | IVW | 12,989 | $975 | 12/31/2023 | Burkett Financial Services LLC | 11,533 | $974 | 03/31/2024 | IVW | 11,533 | $974 | 03/31/2024 | Union Savings Bank | 12,959 | $973 | 12/31/2023 | IVW | 12,959 | $973 | 12/31/2023 | Wesbanco Bank Inc. | 11,464 | $968 | 03/31/2024 | IVW | 11,464 | $968 | 03/31/2024 | Trust Co. of Virginia VA | 11,459 | $968 | 03/31/2024 | IVW | 11,459 | $968 | 03/31/2024 | Actinver Wealth Management Inc. | 12,758 | $958 | 12/31/2023 | IVW | 12,758 | $958 | 12/31/2023 | StrategIQ Financial Group LLC | 12,738 | $957 | 12/31/2023 | IVW | 12,738 | $957 | 12/31/2023 | First Commonwealth Financial Corp PA | 12,464 | $936 | 12/31/2023 | IVW | 12,464 | $936 | 12/31/2023 | Ritter Daniher Financial Advisory LLC DE | 12,437 | $934 | 12/31/2023 | IVW | 12,437 | $934 | 12/31/2023 | Copperleaf Capital LLC | 12,429 | $933 | 12/31/2023 | IVW | 12,429 | $933 | 12/31/2023 | DiMeo Schneider & Associates L.L.C. | 12,367 | $929 | 12/31/2023 | IVW | 12,367 | $929 | 12/31/2023 | Vanguard Group Inc. | 12,307 | $924 | 12/31/2023 | IVW | 12,307 | $924 | 12/31/2023 | Betterment LLC | 12,252 | $920 | 12/31/2023 | IVW | 12,252 | $920 | 12/31/2023 | Verus Capital Partners LLC | 12,250 | $920 | 12/31/2023 | IVW | 12,250 | $920 | 12/31/2023 | RHS Financial LLC | 10,876 | $918 | 03/31/2024 | IVW | 10,876 | $918 | 03/31/2024 | JNBA Financial Advisors | 10,863 | $917 | 03/31/2024 | IVW | 10,863 | $917 | 03/31/2024 | Lakeview Capital Partners LLC | 12,211 | $917 | 12/31/2023 | IVW | 12,211 | $917 | 12/31/2023 | Planned Solutions Inc. | 10,799 | $912 | 03/31/2024 | IVW | 10,799 | $912 | 03/31/2024 | Wealthstream Advisors Inc. | 12,130 | $911 | 12/31/2023 | IVW | 12,130 | $911 | 12/31/2023 | Game Plan Financial Advisors LLC | 10,746 | $907 | 03/31/2024 | IVW | 10,746 | $907 | 03/31/2024 | Tritonpoint Wealth LLC | 11,271 | $904 | 03/31/2024 | IVW | 11,271 | $904 | 03/31/2024 | Wilbanks Smith & Thomas Asset Management LLC | 12,035 | $904 | 12/31/2023 | IVW | 12,035 | $904 | 12/31/2023 | Wintrust Investments LLC | 11,984 | $900 | 12/31/2023 | IVW | 11,984 | $900 | 12/31/2023 | Meritage Portfolio Management | 11,972 | $899 | 12/31/2023 | IVW | 11,972 | $899 | 12/31/2023 | Parkside Financial Bank & Trust | 11,964 | $899 | 12/31/2023 | IVW | 11,964 | $899 | 12/31/2023 | Canopy Partners LLC | 11,969 | $899 | 12/31/2023 | IVW | 11,969 | $899 | 12/31/2023 | FFT Wealth Management LLC | 11,954 | $898 | 12/31/2023 | IVW | 11,954 | $898 | 12/31/2023 | Aprio Wealth Management LLC | 10,582 | $894 | 03/31/2024 | IVW | 10,582 | $894 | 03/31/2024 | Private Wealth Management Group LLC | 11,879 | $892 | 12/31/2023 | IVW | 11,879 | $892 | 12/31/2023 | Ancora Advisors LLC | 11,834 | $889 | 12/31/2023 | IVW | 11,834 | $889 | 12/31/2023 | Trust Co of the South | 10,498 | $886 | 03/31/2024 | IVW | 10,498 | $886 | 03/31/2024 | CFM Wealth Partners LLC | 10,481 | $885 | 03/31/2024 | IVW | 10,481 | $885 | 03/31/2024 | Stockman Wealth Management Inc. | 10,466 | $884 | 03/31/2024 | IVW | 10,466 | $884 | 03/31/2024 | Focused Wealth Management Inc | 11,704 | $879 | 12/31/2023 | IVW | 11,704 | $879 | 12/31/2023 | Clayton Financial Group LLC | 11,684 | $877 | 12/31/2023 | IVW | 11,684 | $877 | 12/31/2023 | Texas Yale Capital Corp. | 11,600 | $871 | 12/31/2023 | IVW | 11,600 | $871 | 12/31/2023 | Aspire Private Capital LLC | 10,302 | $870 | 03/31/2024 | IVW | 10,302 | $870 | 03/31/2024 | Wedmont Private Capital | 10,325 | $870 | 03/31/2024 | IVW | 10,325 | $870 | 03/31/2024 | MONECO Advisors LLC | 10,286 | $869 | 03/31/2024 | IVW | 10,286 | $869 | 03/31/2024 | Arbor Investment Advisors LLC | 10,251 | $866 | 03/31/2024 | IVW | 10,251 | $866 | 03/31/2024 | All Terrain Financial Advisors LLC | 11,508 | $864 | 12/31/2023 | IVW | 11,508 | $864 | 12/31/2023 | Sound View Wealth Advisors Group LLC | 11,506 | $864 | 12/31/2023 | IVW | 11,506 | $864 | 12/31/2023 | Flagship Private Wealth LLC | 11,428 | $858 | 12/31/2023 | IVW | 11,428 | $858 | 12/31/2023 | FinTrust Capital Advisors LLC | 11,369 | $854 | 12/31/2023 | IVW | 11,369 | $854 | 12/31/2023 | Catalytic Wealth RIA LLC | 11,340 | $852 | 12/31/2023 | IVW | 11,340 | $852 | 12/31/2023 | Calton & Associates Inc. | 10,077 | $851 | 03/31/2024 | IVW | 10,077 | $851 | 03/31/2024 | Sigma Investment Counselors Inc. | 10,070 | $850 | 03/31/2024 | IVW | 10,070 | $850 | 03/31/2024 | Planning Center Inc. | 10,037 | $848 | 03/31/2024 | IVW | 10,037 | $848 | 03/31/2024 | Security National Bank | 10,025 | $847 | 03/31/2024 | IVW | 10,025 | $847 | 03/31/2024 | IFG Advisors LLC | 10,023 | $846 | 03/31/2024 | IVW | 10,023 | $846 | 03/31/2024 | First Foundation Advisors | 11,268 | $846 | 12/31/2023 | IVW | 11,268 | $846 | 12/31/2023 | Brasada Capital Management LP | 11,268 | $846 | 12/31/2023 | IVW | 11,268 | $846 | 12/31/2023 | Perennial Investment Advisors LLC | 11,256 | $845 | 12/31/2023 | IVW | 11,256 | $845 | 12/31/2023 | C2C Wealth Management LLC | 11,158 | $841 | 12/31/2023 | IVW | 11,158 | $841 | 12/31/2023 | SeaCrest Wealth Management LLC | 9,952 | $840 | 03/31/2024 | IVW | 9,952 | $840 | 03/31/2024 | Beacon Financial Advisory LLC | 11,167 | $839 | 12/31/2023 | IVW | 11,167 | $839 | 12/31/2023 | SageView Advisory Group LLC | 10,509 | $829 | 12/31/2023 | IVW | 10,509 | $829 | 12/31/2023 | Mitchell Mcleod Pugh & Williams Inc. | 10,957 | $823 | 12/31/2023 | IVW | 10,957 | $823 | 12/31/2023 | Robinson Smith Wealth Advisors LLC | 9,736 | $822 | 03/31/2024 | IVW | 9,736 | $822 | 03/31/2024 | Foguth Wealth Management LLC. | 9,731 | $822 | 03/31/2024 | IVW | 9,731 | $822 | 03/31/2024 | KWB Wealth | 9,709 | $820 | 03/31/2024 | IVW | 9,709 | $820 | 03/31/2024 | MCF Advisors LLC | 9,705 | $819 | 03/31/2024 | IVW | 9,705 | $819 | 03/31/2024 | Tarbox Family Office Inc. | 9,689 | $818 | 03/31/2024 | IVW | 9,689 | $818 | 03/31/2024 | Consilio Wealth Advisors LLC | 9,673 | $817 | 03/31/2024 | IVW | 9,673 | $817 | 03/31/2024 | Buckingham Strategic Partners | 10,863 | $816 | 12/31/2023 | IVW | 10,863 | $816 | 12/31/2023 | Taylor Financial Group Inc. | 10,856 | $815 | 12/31/2023 | IVW | 10,856 | $815 | 12/31/2023 | Fortis Capital Advisors LLC | 10,832 | $813 | 12/31/2023 | IVW | 10,832 | $813 | 12/31/2023 | Gemmer Asset Management LLC | 9,576 | $809 | 03/31/2024 | IVW | 9,576 | $809 | 03/31/2024 | TL Private Wealth | 9,601 | $809 | 03/31/2024 | IVW | 9,601 | $809 | 03/31/2024 | One Day In July LLC | 9,576 | $809 | 03/31/2024 | IVW | 9,576 | $809 | 03/31/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 10,773 | $809 | 12/31/2023 | IVW | 10,773 | $809 | 12/31/2023 | Qube Research & Technologies Ltd | 10,753 | $808 | 12/31/2023 | IVW | 10,753 | $808 | 12/31/2023 | O Shaughnessy Asset Management LLC | 10,741 | $807 | 12/31/2023 | IVW | 10,741 | $807 | 12/31/2023 | Stony Point Wealth Management Inc. | 9,550 | $806 | 03/31/2024 | IVW | 9,550 | $806 | 03/31/2024 | Maripau Wealth Management LLC | 10,726 | $806 | 12/31/2023 | IVW | 10,726 | $806 | 12/31/2023 | Burns J W & Co. Inc. NY | 9,512 | $803 | 03/31/2024 | IVW | 9,512 | $803 | 03/31/2024 | TD Waterhouse Canada Inc. | 10,693 | $803 | 12/31/2023 | IVW | 10,693 | $803 | 12/31/2023 | Pacific Sun Financial Corp | 10,639 | $799 | 12/31/2023 | IVW | 10,639 | $799 | 12/31/2023 | Hollencrest Capital Management | 10,645 | $799 | 12/31/2023 | IVW | 10,645 | $799 | 12/31/2023 | EverSource Wealth Advisors LLC | 10,599 | $796 | 12/31/2023 | IVW | 10,599 | $796 | 12/31/2023 | NewEdge Wealth LLC | 10,603 | $796 | 12/31/2023 | IVW | 10,603 | $796 | 12/31/2023 | American Financial Advisors LLC | 9,301 | $785 | 03/31/2024 | IVW | 9,301 | $785 | 03/31/2024 | Dakota Wealth Management | 9,281 | $784 | 03/31/2024 | IVW | 9,281 | $784 | 03/31/2024 | TFO TDC LLC | 10,415 | $782 | 12/31/2023 | IVW | 10,415 | $782 | 12/31/2023 | Aaron Wealth Advisors | 9,253 | $781 | 03/31/2024 | IVW | 9,253 | $781 | 03/31/2024 | Tompkins Financial Corp | 9,217 | $778 | 03/31/2024 | IVW | 9,217 | $778 | 03/31/2024 | Resurgent Financial Advisors LLC | 10,356 | $778 | 12/31/2023 | IVW | 10,356 | $778 | 12/31/2023 | Verum Partners LLC | 9,171 | $774 | 03/31/2024 | IVW | 9,171 | $774 | 03/31/2024 | LongView Wealth Management | 9,151 | $773 | 03/31/2024 | IVW | 9,151 | $773 | 03/31/2024 | Little House Capital LLC | 9,141 | $772 | 03/31/2024 | IVW | 9,141 | $772 | 03/31/2024 | JMG Financial Group Ltd. | 10,263 | $771 | 12/31/2023 | IVW | 10,263 | $771 | 12/31/2023 | Credit Suisse AG | 10,240 | $769 | 12/31/2023 | IVW | 10,240 | $769 | 12/31/2023 | Eaton Cambridge Inc. | 10,224 | $768 | 12/31/2023 | IVW | 10,224 | $768 | 12/31/2023 | Dimension Capital Management LLC | 10,205 | $766 | 12/31/2023 | IVW | 10,205 | $766 | 12/31/2023 | IFG Advisory LLC | 10,187 | $765 | 12/31/2023 | IVW | 10,187 | $765 | 12/31/2023 | Pinnacle Bank | 9,040 | $763 | 03/31/2024 | IVW | 9,040 | $763 | 03/31/2024 | Highland Capital Management LLC | 10,147 | $762 | 12/31/2023 | IVW | 10,147 | $762 | 12/31/2023 | McKinley Carter Wealth Services Inc. | 9,009 | $761 | 03/31/2024 | IVW | 9,009 | $761 | 03/31/2024 | SOA Wealth Advisors LLC. | 8,987 | $759 | 03/31/2024 | IVW | 8,987 | $759 | 03/31/2024 | Boston Private Wealth LLC | 10,086 | $757 | 12/31/2023 | IVW | 10,086 | $757 | 12/31/2023 | Stock Yards Bank & Trust Co. | 10,022 | $753 | 12/31/2023 | IVW | 10,022 | $753 | 12/31/2023 | Cassaday & Co Wealth Management LLC | 9,970 | $749 | 12/31/2023 | IVW | 9,970 | $749 | 12/31/2023 | Capital Planning Advisors LLC | 9,957 | $748 | 12/31/2023 | IVW | 9,957 | $748 | 12/31/2023 | Laffer Tengler Investments | 9,937 | $746 | 12/31/2023 | IVW | 9,937 | $746 | 12/31/2023 | Personal CFO Solutions LLC | 9,905 | $744 | 12/31/2023 | IVW | 9,905 | $744 | 12/31/2023 | Oakworth Capital Inc. | 8,794 | $743 | 03/31/2024 | IVW | 8,794 | $743 | 03/31/2024 | Thrive Wealth Management LLC | 8,779 | $741 | 03/31/2024 | IVW | 8,779 | $741 | 03/31/2024 | American Trust | 9,866 | $741 | 12/31/2023 | IVW | 9,866 | $741 | 12/31/2023 | Meridian Wealth Management LLC | 8,703 | $735 | 03/31/2024 | IVW | 8,703 | $735 | 03/31/2024 | NBT Bank N A NY | 8,698 | $734 | 03/31/2024 | IVW | 8,698 | $734 | 03/31/2024 | West Coast Financial LLC | 8,664 | $732 | 03/31/2024 | IVW | 8,664 | $732 | 03/31/2024 | Community Bank N.A. | 9,720 | $730 | 12/31/2023 | IVW | 9,720 | $730 | 12/31/2023 | Sage Financial Management Group Inc. | 9,678 | $727 | 12/31/2023 | IVW | 9,678 | $727 | 12/31/2023 | United Advisor Group LLC | 9,429 | $724 | 12/31/2023 | IVW | 9,429 | $724 | 12/31/2023 | City Holding Co. | 8,538 | $721 | 03/31/2024 | IVW | 8,538 | $721 | 03/31/2024 | 4J Wealth Management LLC | 8,538 | $721 | 03/31/2024 | IVW | 8,538 | $721 | 03/31/2024 | Total Clarity Wealth Management Inc. | 8,444 | $713 | 03/31/2024 | IVW | 8,444 | $713 | 03/31/2024 | EQ LLC | 9,471 | $711 | 12/31/2023 | IVW | 9,471 | $711 | 12/31/2023 | Single Point Partners LLC | 8,410 | $710 | 03/31/2024 | IVW | 8,410 | $710 | 03/31/2024 | Neumann Capital Management LLC | 9,400 | $706 | 12/31/2023 | IVW | 9,400 | $706 | 12/31/2023 | CNB Bank | 9,400 | $706 | 12/31/2023 | IVW | 9,400 | $706 | 12/31/2023 | Summit X LLC | 9,355 | $705 | 12/31/2023 | IVW | 9,355 | $705 | 12/31/2023 | NorthLanding Financial Partners LLC | 9,375 | $704 | 12/31/2023 | IVW | 9,375 | $704 | 12/31/2023 | Scotia Capital Inc. | 9,340 | $701 | 12/31/2023 | IVW | 9,340 | $701 | 12/31/2023 | DAVENPORT & Co LLC | 9,302 | $699 | 12/31/2023 | IVW | 9,302 | $699 | 12/31/2023 | Garde Capital Inc. | 9,304 | $699 | 12/31/2023 | IVW | 9,304 | $699 | 12/31/2023 | Norway Savings Bank | 8,260 | $697 | 03/31/2024 | IVW | 8,260 | $697 | 03/31/2024 | All Season Financial Advisors Inc. | 8,244 | $696 | 03/31/2024 | IVW | 8,244 | $696 | 03/31/2024 | Culbertson A N & Co. Inc. | 9,270 | $696 | 12/31/2023 | IVW | 9,270 | $696 | 12/31/2023 | Redwood Investment Management LLC | 9,199 | $691 | 12/31/2023 | IVW | 9,199 | $691 | 12/31/2023 | Interchange Capital Partners LLC | 9,189 | $691 | 12/31/2023 | IVW | 9,189 | $691 | 12/31/2023 | Solano Wealth Management Inc. | 9,204 | $691 | 12/31/2023 | IVW | 9,204 | $691 | 12/31/2023 | Bogart Wealth LLC | 8,169 | $690 | 03/31/2024 | IVW | 8,169 | $690 | 03/31/2024 | Charter Trust Co. | 8,081 | $682 | 03/31/2024 | IVW | 8,081 | $682 | 03/31/2024 | Great Lakes Retirement Inc. | 9,080 | $682 | 12/31/2023 | IVW | 9,080 | $682 | 12/31/2023 | Bank of New Hampshire | 8,055 | $680 | 03/31/2024 | IVW | 8,055 | $680 | 03/31/2024 | KFA Private Wealth Group LLC | 9,057 | $680 | 12/31/2023 | IVW | 9,057 | $680 | 12/31/2023 | TFB Advisors LLC | 9,044 | $679 | 12/31/2023 | IVW | 9,044 | $679 | 12/31/2023 | Weaver Consulting Group | 8,008 | $676 | 03/31/2024 | IVW | 8,008 | $676 | 03/31/2024 | Evergreen Private Wealth LLC | 8,010 | $676 | 03/31/2024 | IVW | 8,010 | $676 | 03/31/2024 | American International Group Inc. | 9,000 | $676 | 12/31/2023 | IVW | 9,000 | $676 | 12/31/2023 | Lakeridge Wealth Management LLC | 8,993 | $675 | 12/31/2023 | IVW | 8,993 | $675 | 12/31/2023 | Reynders McVeigh Capital Management LLC | 8,895 | $668 | 12/31/2023 | IVW | 8,895 | $668 | 12/31/2023 | TAP Consulting LLC | 7,898 | $667 | 03/31/2024 | IVW | 7,898 | $667 | 03/31/2024 | FDx Advisors Inc. | 8,843 | $664 | 12/31/2023 | IVW | 8,843 | $664 | 12/31/2023 | Aurora Private Wealth Inc. | 7,821 | $661 | 03/31/2024 | IVW | 7,821 | $661 | 03/31/2024 | Montag A & Associates Inc. | 8,799 | $661 | 12/31/2023 | IVW | 8,799 | $661 | 12/31/2023 | CWA Asset Management Group LLC | 8,801 | $661 | 12/31/2023 | IVW | 8,801 | $661 | 12/31/2023 | Regimen Wealth LLC | 8,775 | $659 | 12/31/2023 | IVW | 8,775 | $659 | 12/31/2023 | Sageworth Trust Co | 7,764 | $656 | 03/31/2024 | IVW | 7,764 | $656 | 03/31/2024 | Tidemark LLC | 8,712 | $654 | 12/31/2023 | IVW | 8,712 | $654 | 12/31/2023 | HMS Capital Management LLC | 7,610 | $643 | 03/31/2024 | IVW | 7,610 | $643 | 03/31/2024 | Priebe Wealth Holdings LLC | 7,590 | $641 | 03/31/2024 | IVW | 7,590 | $641 | 03/31/2024 | Salem Investment Counselors Inc. | 7,565 | $639 | 03/31/2024 | IVW | 7,565 | $639 | 03/31/2024 | Curtis Advisory Group LLC | 8,510 | $639 | 12/31/2023 | IVW | 8,510 | $639 | 12/31/2023 | Diversified Trust Co | 7,549 | $637 | 03/31/2024 | IVW | 7,549 | $637 | 03/31/2024 | Second Half Financial Partners LLC | 8,473 | $636 | 12/31/2023 | IVW | 8,473 | $636 | 12/31/2023 | TNF LLC | 7,778 | $633 | 03/31/2024 | IVW | 7,778 | $633 | 03/31/2024 | Fiduciary Trust Co. | 8,365 | $628 | 12/31/2023 | IVW | 8,365 | $628 | 12/31/2023 | Albion Financial Group UT | 7,402 | $625 | 03/31/2024 | IVW | 7,402 | $625 | 03/31/2024 | Fernwood Investment Management LLC | 8,326 | $625 | 12/31/2023 | IVW | 8,326 | $625 | 12/31/2023 | Capital Investment Advisors LLC | 7,395 | $624 | 03/31/2024 | IVW | 7,395 | $624 | 03/31/2024 | Financial Partners Group Inc | 8,302 | $623 | 12/31/2023 | IVW | 8,302 | $623 | 12/31/2023 | QRG Capital Management Inc. | 8,297 | $623 | 12/31/2023 | IVW | 8,297 | $623 | 12/31/2023 | Chesley Taft & Associates LLC | 7,364 | $622 | 03/31/2024 | IVW | 7,364 | $622 | 03/31/2024 | First Interstate Bank | 8,231 | $618 | 12/31/2023 | IVW | 8,231 | $618 | 12/31/2023 | We Are One Seven LLC | 8,211 | $617 | 12/31/2023 | IVW | 8,211 | $617 | 12/31/2023 | Cim LLC | 7,454 | $616 | 12/31/2023 | IVW | 7,454 | $616 | 12/31/2023 | Flagship Harbor Advisors LLC | 7,254 | $613 | 03/31/2024 | IVW | 7,254 | $613 | 03/31/2024 | Azimuth Capital Investment Management LLC | 8,165 | $613 | 12/31/2023 | IVW | 8,165 | $613 | 12/31/2023 | Aspiriant LLC | 7,188 | $607 | 03/31/2024 | IVW | 7,188 | $607 | 03/31/2024 | Colton Groome Financial Advisors LLC | 7,172 | $606 | 03/31/2024 | IVW | 7,172 | $606 | 03/31/2024 | U.S. Capital Wealth Advisors LLC | 8,068 | $606 | 12/31/2023 | IVW | 8,068 | $606 | 12/31/2023 | Investment Research & Advisory Group Inc. | 7,135 | $602 | 03/31/2024 | IVW | 7,135 | $602 | 03/31/2024 | Gamco Investors INC. ET AL | 8,000 | $601 | 12/31/2023 | IVW | 8,000 | $601 | 12/31/2023 | Integrated Advisors Network LLC | 7,959 | $598 | 12/31/2023 | IVW | 7,959 | $598 | 12/31/2023 | Meridian Management Co. | 7,272 | $597 | 12/31/2023 | IVW | 7,272 | $597 | 12/31/2023 | Shepherd Kaplan Krochuk LLC | 7,936 | $596 | 12/31/2023 | IVW | 7,936 | $596 | 12/31/2023 | Intergy Private Wealth LLC | 7,052 | $595 | 03/31/2024 | IVW | 7,052 | $595 | 03/31/2024 | Chicago Capital LLC | 7,037 | $594 | 03/31/2024 | IVW | 7,037 | $594 | 03/31/2024 | Apella Capital LLC | 7,049 | $594 | 03/31/2024 | IVW | 7,049 | $594 | 03/31/2024 | Cedar Brook Financial Partners LLC | 7,011 | $592 | 03/31/2024 | IVW | 7,011 | $592 | 03/31/2024 | Castle Wealth Management LLC | 7,883 | $592 | 12/31/2023 | IVW | 7,883 | $592 | 12/31/2023 | Ironwood Investment Counsel LLC | 7,852 | $590 | 12/31/2023 | IVW | 7,852 | $590 | 12/31/2023 | Disciplined Investments LLC | 6,981 | $589 | 03/31/2024 | IVW | 6,981 | $589 | 03/31/2024 | HHM Wealth Advisors LLC | 7,763 | $583 | 12/31/2023 | IVW | 7,763 | $583 | 12/31/2023 | Summit Financial Wealth Advisors LLC | 7,718 | $580 | 12/31/2023 | IVW | 7,718 | $580 | 12/31/2023 | NorthRock Partners LLC | 7,703 | $578 | 12/31/2023 | IVW | 7,703 | $578 | 12/31/2023 | Sageworth Trust Co of South Dakota | 6,804 | $575 | 03/31/2024 | IVW | 6,804 | $575 | 03/31/2024 | NCM Capital Management LLC | 7,645 | $574 | 12/31/2023 | IVW | 7,645 | $574 | 12/31/2023 | Sandy Spring Bank | 7,590 | $570 | 12/31/2023 | IVW | 7,590 | $570 | 12/31/2023 | ERTS Wealth Advisors LLC | 6,733 | $569 | 03/31/2024 | IVW | 6,733 | $569 | 03/31/2024 | Ferguson Wellman Capital Management Inc. | 6,712 | $567 | 03/31/2024 | IVW | 6,712 | $567 | 03/31/2024 | Oxler Private Wealth LLC | 6,719 | $567 | 03/31/2024 | IVW | 6,719 | $567 | 03/31/2024 | Park National Corp OH | 6,706 | $566 | 03/31/2024 | IVW | 6,706 | $566 | 03/31/2024 | Laurel Wealth Advisors LLC | 7,507 | $564 | 12/31/2023 | IVW | 7,507 | $564 | 12/31/2023 | First National Corp MA ADV | 6,609 | $558 | 03/31/2024 | IVW | 6,609 | $558 | 03/31/2024 | Sanibel Captiva Trust Company Inc. | 7,396 | $555 | 12/31/2023 | IVW | 7,396 | $555 | 12/31/2023 | Absolute Capital Management LLC | 7,375 | $554 | 12/31/2023 | IVW | 7,375 | $554 | 12/31/2023 | Two Sigma Securities LLC | 7,326 | $550 | 12/31/2023 | IVW | 7,326 | $550 | 12/31/2023 | Coppell Advisory Solutions LLC | 7,328 | $550 | 12/31/2023 | IVW | 7,328 | $550 | 12/31/2023 | GDS Wealth Management | 6,498 | $549 | 03/31/2024 | IVW | 6,498 | $549 | 03/31/2024 | Foster Dykema Cabot & Partners LLC | 7,251 | $545 | 12/31/2023 | IVW | 7,251 | $545 | 12/31/2023 | tru Independence LLC | 6,445 | $544 | 03/31/2024 | IVW | 6,445 | $544 | 03/31/2024 | Clarity Asset Management Inc. | 7,228 | $543 | 12/31/2023 | IVW | 7,228 | $543 | 12/31/2023 | Madison Wealth Partners Inc | 7,190 | $540 | 12/31/2023 | IVW | 7,190 | $540 | 12/31/2023 | Founders Financial Securities LLC | 6,384 | $539 | 03/31/2024 | IVW | 6,384 | $539 | 03/31/2024 | Affinity Capital Advisors LLC | 6,372 | $538 | 03/31/2024 | IVW | 6,372 | $538 | 03/31/2024 | Private Ocean LLC | 6,364 | $537 | 03/31/2024 | IVW | 6,364 | $537 | 03/31/2024 | Courage Miller Partners LLC | 6,324 | $534 | 03/31/2024 | IVW | 6,324 | $534 | 03/31/2024 | Jackson Grant Investment Advisers Inc. | 7,109 | $534 | 12/31/2023 | IVW | 7,109 | $534 | 12/31/2023 | Guyasuta Investment Advisors Inc. | 6,287 | $531 | 03/31/2024 | IVW | 6,287 | $531 | 03/31/2024 | Trilogy Capital Inc. | 6,273 | $530 | 03/31/2024 | IVW | 6,273 | $530 | 03/31/2024 | David Loasby | 7,252 | $529 | 12/31/2023 | IVW | 7,252 | $529 | 12/31/2023 | Seven Mile Advisory | 7,045 | $529 | 12/31/2023 | IVW | 7,045 | $529 | 12/31/2023 | Pinnacle Associates Ltd. | 6,235 | $526 | 03/31/2024 | IVW | 6,235 | $526 | 03/31/2024 | Harvey Capital Management Inc. | 7,000 | $526 | 12/31/2023 | IVW | 7,000 | $526 | 12/31/2023 | HCR Wealth Advisors | 6,982 | $524 | 12/31/2023 | IVW | 6,982 | $524 | 12/31/2023 | Van Hulzen Asset Management LLC | 6,951 | $522 | 12/31/2023 | IVW | 6,951 | $522 | 12/31/2023 | Annandale Capital LLC | 6,952 | $522 | 12/31/2023 | IVW | 6,952 | $522 | 12/31/2023 | Brown Miller Wealth Management LLC | 6,162 | $520 | 03/31/2024 | IVW | 6,162 | $520 | 03/31/2024 | Congress Wealth Management LLC DE | 6,134 | $518 | 03/31/2024 | IVW | 6,134 | $518 | 03/31/2024 | Welch & Forbes LLC | 6,883 | $517 | 12/31/2023 | IVW | 6,883 | $517 | 12/31/2023 | Golden State Equity Partners | 6,890 | $517 | 12/31/2023 | IVW | 6,890 | $517 | 12/31/2023 | Smith Chas P & Associates PA Cpas | 6,084 | $514 | 03/31/2024 | IVW | 6,084 | $514 | 03/31/2024 | Baker Tilly Financial LLC | 6,833 | $513 | 12/31/2023 | IVW | 6,833 | $513 | 12/31/2023 | Hazlett Burt & Watson Inc. | 6,824 | $512 | 12/31/2023 | IVW | 6,824 | $512 | 12/31/2023 | Commonwealth Retirement Investments LLC | 6,817 | $512 | 12/31/2023 | IVW | 6,817 | $512 | 12/31/2023 | Crescent Grove Advisors LLC | 6,743 | $506 | 12/31/2023 | IVW | 6,743 | $506 | 12/31/2023 | SNS Financial Group LLC | 5,983 | $505 | 03/31/2024 | IVW | 5,983 | $505 | 03/31/2024 | Koshinski Asset Management Inc. | 6,699 | $503 | 12/31/2023 | IVW | 6,699 | $503 | 12/31/2023 | Journey Advisory Group LLC | 6,688 | $502 | 12/31/2023 | IVW | 6,688 | $502 | 12/31/2023 | Atlantic Union Bankshares Corp | 5,930 | $501 | 03/31/2024 | IVW | 5,930 | $501 | 03/31/2024 | Crestone Asset Management LLC | 5,938 | $501 | 03/31/2024 | IVW | 5,938 | $501 | 03/31/2024 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 6,245 | $500 | 03/31/2024 | IVW | 6,245 | $500 | 03/31/2024 | OMNI 360 Wealth Inc. | 5,891 | $497 | 03/31/2024 | IVW | 5,891 | $497 | 03/31/2024 | Aveo Capital Partners LLC | 6,602 | $496 | 12/31/2023 | IVW | 6,602 | $496 | 12/31/2023 | Petix & Botte Co | 6,548 | $492 | 12/31/2023 | IVW | 6,548 | $492 | 12/31/2023 | Imprint Wealth LLC | 6,534 | $491 | 12/31/2023 | IVW | 6,534 | $491 | 12/31/2023 | Wimmer Associates 1 LLC | 6,515 | $489 | 12/31/2023 | IVW | 6,515 | $489 | 12/31/2023 | TrinityPoint Wealth LLC | 6,516 | $489 | 12/31/2023 | IVW | 6,516 | $489 | 12/31/2023 | Blue Bell Private Wealth Management LLC | 5,774 | $488 | 03/31/2024 | IVW | 5,774 | $488 | 03/31/2024 | Newman Dignan & Sheerar Inc. | 6,491 | $487 | 12/31/2023 | IVW | 6,491 | $487 | 12/31/2023 | Strata Wealth Advisors LLC | 5,760 | $486 | 03/31/2024 | IVW | 5,760 | $486 | 03/31/2024 | Sabal Trust CO | 6,475 | $486 | 12/31/2023 | IVW | 6,475 | $486 | 12/31/2023 | Evolution Wealth Advisors LLC | 5,715 | $483 | 03/31/2024 | IVW | 5,715 | $483 | 03/31/2024 | Almanack Investment Partners LLC. | 6,427 | $483 | 12/31/2023 | IVW | 6,427 | $483 | 12/31/2023 | Duncker Streett & Co. Inc. | 5,703 | $482 | 03/31/2024 | IVW | 5,703 | $482 | 03/31/2024 | Oakwell Private Wealth Management LLC | 5,704 | $482 | 03/31/2024 | IVW | 5,704 | $482 | 03/31/2024 | Williams Jones Wealth Management LLC. | 6,418 | $482 | 12/31/2023 | IVW | 6,418 | $482 | 12/31/2023 | Plancorp LLC | 6,406 | $481 | 12/31/2023 | IVW | 6,406 | $481 | 12/31/2023 | Gerber Kawasaki Wealth & Investment Management | 6,393 | $480 | 12/31/2023 | IVW | 6,393 | $480 | 12/31/2023 | Kavar Capital Partners Group LLC | 6,384 | $479 | 12/31/2023 | IVW | 6,384 | $479 | 12/31/2023 | Johnson Financial Group Inc. | 6,355 | $477 | 12/31/2023 | IVW | 6,355 | $477 | 12/31/2023 | Freestone Capital Holdings LLC | 6,334 | $476 | 12/31/2023 | IVW | 6,334 | $476 | 12/31/2023 | Manhattan West Asset Management LLC | 6,307 | $474 | 12/31/2023 | IVW | 6,307 | $474 | 12/31/2023 | Mascoma Wealth Management LLC | 6,276 | $471 | 12/31/2023 | IVW | 6,276 | $471 | 12/31/2023 | Altfest L J & Co. Inc. | 5,566 | $470 | 03/31/2024 | IVW | 5,566 | $470 | 03/31/2024 | Monograph Wealth Advisors LLC | 6,256 | $470 | 12/31/2023 | IVW | 6,256 | $470 | 12/31/2023 | Worth Financial Advisory Group LLC | 6,254 | $470 | 12/31/2023 | IVW | 6,254 | $470 | 12/31/2023 | Pure Financial Advisors Inc. | 5,532 | $467 | 03/31/2024 | IVW | 5,532 | $467 | 03/31/2024 | BOS Asset Management LLC | 6,169 | $463 | 12/31/2023 | IVW | 6,169 | $463 | 12/31/2023 | Fusion Capital LLC | 6,122 | $460 | 12/31/2023 | IVW | 6,122 | $460 | 12/31/2023 | Main Street Group LTD | 6,112 | $459 | 12/31/2023 | IVW | 6,112 | $459 | 12/31/2023 | First Citizens Financial Corp | 6,079 | $457 | 12/31/2023 | IVW | 6,079 | $457 | 12/31/2023 | Woodmont Investment Counsel LLC | 5,399 | $456 | 03/31/2024 | IVW | 5,399 | $456 | 03/31/2024 | Conservest Capital Advisors Inc. | 6,067 | $456 | 12/31/2023 | IVW | 6,067 | $456 | 12/31/2023 | Beaumont Financial Advisors LLC | 6,044 | $454 | 12/31/2023 | IVW | 6,044 | $454 | 12/31/2023 | Insight Wealth Strategies LLC | 5,349 | $452 | 03/31/2024 | IVW | 5,349 | $452 | 03/31/2024 | ORBA Wealth Advisors L.L.C. | 6,000 | $451 | 12/31/2023 | IVW | 6,000 | $451 | 12/31/2023 | CWS Financial Advisors LLC | 5,993 | $450 | 12/31/2023 | IVW | 5,993 | $450 | 12/31/2023 | Principle Wealth Partners LLC | 5,319 | $449 | 03/31/2024 | IVW | 5,319 | $449 | 03/31/2024 | Financial Insights Inc. | 5,311 | $448 | 03/31/2024 | IVW | 5,311 | $448 | 03/31/2024 | Eldridge Investment Advisors Inc. | 5,964 | $448 | 12/31/2023 | IVW | 5,964 | $448 | 12/31/2023 | Plante Moran Financial Advisors LLC | 5,951 | $447 | 12/31/2023 | IVW | 5,951 | $447 | 12/31/2023 | Sage Mountain Advisors LLC | 5,284 | $446 | 03/31/2024 | IVW | 5,284 | $446 | 03/31/2024 | Octavia Wealth Advisors LLC | 5,284 | $446 | 03/31/2024 | IVW | 5,284 | $446 | 03/31/2024 | Washington Trust Bank | 5,940 | $446 | 12/31/2023 | IVW | 5,940 | $446 | 12/31/2023 | Middleton & Co Inc MA | 5,945 | $446 | 12/31/2023 | IVW | 5,945 | $446 | 12/31/2023 | KRS Capital Management LLC | 5,220 | $441 | 03/31/2024 | IVW | 5,220 | $441 | 03/31/2024 | Glassman Wealth Services | 5,871 | $441 | 12/31/2023 | IVW | 5,871 | $441 | 12/31/2023 | Newton One Investments LLC | 5,172 | $437 | 03/31/2024 | IVW | 5,172 | $437 | 03/31/2024 | McAdam LLC | 5,161 | $436 | 03/31/2024 | IVW | 5,161 | $436 | 03/31/2024 | Klingman & Associates LLC | 5,782 | $434 | 12/31/2023 | IVW | 5,782 | $434 | 12/31/2023 | Gradient Capital Advisors LLC | 5,122 | $433 | 03/31/2024 | IVW | 5,122 | $433 | 03/31/2024 | Samalin Investment Counsel LLC | 5,761 | $433 | 12/31/2023 | IVW | 5,761 | $433 | 12/31/2023 | Sax Wealth Advisors LLC | 5,771 | $433 | 12/31/2023 | IVW | 5,771 | $433 | 12/31/2023 | Sharkey Howes & Javer | 5,088 | $430 | 03/31/2024 | IVW | 5,088 | $430 | 03/31/2024 | Corepath Wealth Partners LLC | 5,898 | $430 | 12/31/2023 | IVW | 5,898 | $430 | 12/31/2023 | Palisade Asset Management LLC | 5,706 | $429 | 12/31/2023 | IVW | 5,706 | $429 | 12/31/2023 | Mengis Capital Management Inc. | 5,708 | $429 | 12/31/2023 | IVW | 5,708 | $429 | 12/31/2023 | Formidable Asset Management LLC | 5,660 | $425 | 12/31/2023 | IVW | 5,660 | $425 | 12/31/2023 | Sage Financial Group Inc. | 5,562 | $418 | 12/31/2023 | IVW | 5,562 | $418 | 12/31/2023 | Wealthquest Corp | 5,566 | $418 | 12/31/2023 | IVW | 5,566 | $418 | 12/31/2023 | N.E.W. Advisory Services LLC | 4,944 | $417 | 03/31/2024 | IVW | 4,944 | $417 | 03/31/2024 | Brio Consultants LLC | 5,548 | $417 | 12/31/2023 | IVW | 5,548 | $417 | 12/31/2023 | Oak Harvest Investment Services | 4,931 | $416 | 03/31/2024 | IVW | 4,931 | $416 | 03/31/2024 | ICA Group Wealth Management LLC | 5,535 | $416 | 12/31/2023 | IVW | 5,535 | $416 | 12/31/2023 | Francis Financial Inc. | 4,909 | $415 | 03/31/2024 | IVW | 4,909 | $415 | 03/31/2024 | Brandywine Oak Private Wealth LLC | 5,524 | $415 | 12/31/2023 | IVW | 5,524 | $415 | 12/31/2023 | Legacy Bridge LLC | 4,905 | $414 | 03/31/2024 | IVW | 4,905 | $414 | 03/31/2024 | Amplius Wealth Advisors LLC | 4,899 | $414 | 03/31/2024 | IVW | 4,899 | $414 | 03/31/2024 | O Connor Financial Group LLC | 4,898 | $414 | 03/31/2024 | IVW | 4,898 | $414 | 03/31/2024 | Segment Wealth Management LLC | 4,892 | $413 | 03/31/2024 | IVW | 4,892 | $413 | 03/31/2024 | Parthenon LLC | 5,480 | $412 | 12/31/2023 | IVW | 5,480 | $412 | 12/31/2023 | WealthBridge Capital Management LLC | 5,484 | $412 | 12/31/2023 | IVW | 5,484 | $412 | 12/31/2023 | Abbrea Capital LLC | 5,436 | $408 | 12/31/2023 | IVW | 5,436 | $408 | 12/31/2023 | Ausdal Financial Partners Inc. | 4,821 | $407 | 03/31/2024 | IVW | 4,821 | $407 | 03/31/2024 | Verdence Capital Advisors LLC | 4,822 | $407 | 03/31/2024 | IVW | 4,822 | $407 | 03/31/2024 | DB Fitzpatrick & Co Inc | 4,815 | $407 | 03/31/2024 | IVW | 4,815 | $407 | 03/31/2024 | Enzi Wealth | 4,947 | $407 | 03/31/2024 | IVW | 4,947 | $407 | 03/31/2024 | Schoolcraft Capital LLC | 4,812 | $406 | 03/31/2024 | IVW | 4,812 | $406 | 03/31/2024 | Financial Synergies Wealth Advisors Inc. | 4,797 | $405 | 03/31/2024 | IVW | 4,797 | $405 | 03/31/2024 | Simmons Bank | 5,389 | $405 | 12/31/2023 | IVW | 5,389 | $405 | 12/31/2023 | ORG Partners LLC | 5,388 | $405 | 12/31/2023 | IVW | 5,388 | $405 | 12/31/2023 | Cooper Financial Group | 4,788 | $404 | 03/31/2024 | IVW | 4,788 | $404 | 03/31/2024 | Sachetta LLC | 5,383 | $404 | 12/31/2023 | IVW | 5,383 | $404 | 12/31/2023 | Financial Planning & Information Services Inc. | 5,348 | $402 | 12/31/2023 | IVW | 5,348 | $402 | 12/31/2023 | Theory Financial LLC | 5,347 | $402 | 12/31/2023 | IVW | 5,347 | $402 | 12/31/2023 | Summit Asset Management LLC | 5,342 | $401 | 12/31/2023 | IVW | 5,342 | $401 | 12/31/2023 | Trexquant Investment LP | 5,332 | $400 | 12/31/2023 | IVW | 5,332 | $400 | 12/31/2023 | West Paces Advisors Inc. | 4,727 | $399 | 03/31/2024 | IVW | 4,727 | $399 | 03/31/2024 | Dana Investment Advisors Inc. | 5,313 | $399 | 12/31/2023 | IVW | 5,313 | $399 | 12/31/2023 | Invst LLC | 4,980 | $399 | 12/31/2023 | IVW | 4,980 | $399 | 12/31/2023 | Fidelis Capital Partners LLC | 5,311 | $399 | 12/31/2023 | IVW | 5,311 | $399 | 12/31/2023 | Goldstein Advisors LLC | 5,310 | $399 | 12/31/2023 | IVW | 5,310 | $399 | 12/31/2023 | Morton Capital Management LLC CA | 4,710 | $398 | 03/31/2024 | IVW | 4,710 | $398 | 03/31/2024 | Bank of Nova Scotia | 5,280 | $397 | 12/31/2023 | IVW | 5,280 | $397 | 12/31/2023 | Girard Partners LTD. | 5,240 | $394 | 12/31/2023 | IVW | 5,240 | $394 | 12/31/2023 | Eastern Bank | 5,250 | $394 | 12/31/2023 | IVW | 5,250 | $394 | 12/31/2023 | JGP Wealth Management LLC | 4,639 | $392 | 03/31/2024 | IVW | 4,639 | $392 | 03/31/2024 | Gleason Group Inc. | 4,647 | $392 | 03/31/2024 | IVW | 4,647 | $392 | 03/31/2024 | Wick Capital Partners LLC | 5,207 | $391 | 12/31/2023 | IVW | 5,207 | $391 | 12/31/2023 | Oak Harbor Wealth Partners LLC | 4,621 | $390 | 03/31/2024 | IVW | 4,621 | $390 | 03/31/2024 | WT Wealth Management | 5,185 | $389 | 12/31/2023 | IVW | 5,185 | $389 | 12/31/2023 | Front Row Advisors LLC | 5,170 | $388 | 12/31/2023 | IVW | 5,170 | $388 | 12/31/2023 | Fulton Bank N.A. | 4,588 | $387 | 03/31/2024 | IVW | 4,588 | $387 | 03/31/2024 | Swisher Financial Concepts Inc. | 4,575 | $384 | 03/31/2024 | IVW | 4,575 | $384 | 03/31/2024 | Garrett Investment Advisors LLC | 4,518 | $382 | 03/31/2024 | IVW | 4,518 | $382 | 03/31/2024 | Accredited Investors Inc. | 5,078 | $381 | 12/31/2023 | IVW | 5,078 | $381 | 12/31/2023 | Shearwater Capital LLC | 4,501 | $380 | 03/31/2024 | IVW | 4,501 | $380 | 03/31/2024 | Neuberger Berman Group LLC | 5,049 | $379 | 12/31/2023 | IVW | 5,049 | $379 | 12/31/2023 | Apollon Financial LLC | 5,029 | $378 | 12/31/2023 | IVW | 5,029 | $378 | 12/31/2023 | Sunflower Bank N.A. | 4,448 | $376 | 03/31/2024 | IVW | 4,448 | $376 | 03/31/2024 | GLOBALT Investments LLC GA | 5,004 | $376 | 12/31/2023 | IVW | 5,004 | $376 | 12/31/2023 | Truefg LLC | 4,436 | $375 | 03/31/2024 | IVW | 4,436 | $375 | 03/31/2024 | Summit Financial LLC | 4,406 | $372 | 03/31/2024 | IVW | 4,406 | $372 | 03/31/2024 | Capital Group Private Client Services Inc. | 4,936 | $371 | 12/31/2023 | IVW | 4,936 | $371 | 12/31/2023 | Relyea Zuckerberg Hanson LLC | 4,372 | $369 | 03/31/2024 | IVW | 4,372 | $369 | 03/31/2024 | TrueWealth Advisors LLC | 4,342 | $367 | 03/31/2024 | IVW | 4,342 | $367 | 03/31/2024 | Vicus Capital | 4,331 | $366 | 03/31/2024 | IVW | 4,331 | $366 | 03/31/2024 | Pictet North America Advisors SA | 4,872 | $366 | 12/31/2023 | IVW | 4,872 | $366 | 12/31/2023 | BCU Wealth Advisors LLC | 4,872 | $366 | 12/31/2023 | IVW | 4,872 | $366 | 12/31/2023 | Welch Group LLC | 4,318 | $365 | 03/31/2024 | IVW | 4,318 | $365 | 03/31/2024 | Visionary Wealth Advisors | 4,861 | $365 | 12/31/2023 | IVW | 4,861 | $365 | 12/31/2023 | Stone Point Wealth LLC | 4,856 | $365 | 12/31/2023 | IVW | 4,856 | $365 | 12/31/2023 | Integrity Wealth Solutions LLC | 4,311 | $364 | 03/31/2024 | IVW | 4,311 | $364 | 03/31/2024 | Blue Chip Partners Inc. | 4,286 | $362 | 03/31/2024 | IVW | 4,286 | $362 | 03/31/2024 | Nicholas Hoffman & Company LLC. | 4,279 | $361 | 03/31/2024 | IVW | 4,279 | $361 | 03/31/2024 | Main Street Financial Solutions LLC | 4,275 | $361 | 03/31/2024 | IVW | 4,275 | $361 | 03/31/2024 | Eagle Rock Investment Company LLC | 4,251 | $359 | 03/31/2024 | IVW | 4,251 | $359 | 03/31/2024 | Condor Capital Management | 4,775 | $359 | 12/31/2023 | IVW | 4,775 | $359 | 12/31/2023 | Raleigh Capital Management Inc. | 4,765 | $358 | 12/31/2023 | IVW | 4,765 | $358 | 12/31/2023 | Western Financial Corp CA | 4,230 | $357 | 03/31/2024 | IVW | 4,230 | $357 | 03/31/2024 | Walled Lake Planning & Wealth Management LLC | 4,760 | $357 | 12/31/2023 | IVW | 4,760 | $357 | 12/31/2023 | Private Portfolio Partners LLC | 4,732 | $355 | 12/31/2023 | IVW | 4,732 | $355 | 12/31/2023 | W.H. Cornerstone Investments Inc. | 4,725 | $355 | 12/31/2023 | IVW | 4,725 | $355 | 12/31/2023 | Seascape Capital Management | 4,716 | $354 | 12/31/2023 | IVW | 4,716 | $354 | 12/31/2023 | Sfmg LLC | 4,715 | $354 | 12/31/2023 | IVW | 4,715 | $354 | 12/31/2023 | Phillips Financial Management LLC | 4,177 | $353 | 03/31/2024 | IVW | 4,177 | $353 | 03/31/2024 | Canal Capital Management LLC | 4,176 | $353 | 03/31/2024 | IVW | 4,176 | $353 | 03/31/2024 | Vaughan David Investments LLC IL | 4,690 | $352 | 12/31/2023 | IVW | 4,690 | $352 | 12/31/2023 | Glass Jacobson Investment Advisors llc | 4,159 | $351 | 03/31/2024 | IVW | 4,159 | $351 | 03/31/2024 | GM Advisory Group Inc. | 4,669 | $351 | 12/31/2023 | IVW | 4,669 | $351 | 12/31/2023 | Catalyst Financial Partners LLC | 4,283 | $349 | 03/31/2024 | IVW | 4,283 | $349 | 03/31/2024 | Gallagher Fiduciary Advisors LLC | 4,639 | $348 | 12/31/2023 | IVW | 4,639 | $348 | 12/31/2023 | WNY Asset Management LLC | 4,600 | $345 | 12/31/2023 | IVW | 4,600 | $345 | 12/31/2023 | LJI Wealth Management LLC | 4,587 | $345 | 12/31/2023 | IVW | 4,587 | $345 | 12/31/2023 | Holland Advisory Services Inc. | 4,056 | $343 | 03/31/2024 | IVW | 4,056 | $343 | 03/31/2024 | Annex Advisory Services LLC | 4,055 | $342 | 03/31/2024 | IVW | 4,055 | $342 | 03/31/2024 | New Millennium Group LLC | 4,550 | $342 | 12/31/2023 | IVW | 4,550 | $342 | 12/31/2023 | Zhang Financial LLC | 4,038 | $341 | 03/31/2024 | IVW | 4,038 | $341 | 03/31/2024 | Lake Street Financial LLC | 4,026 | $340 | 03/31/2024 | IVW | 4,026 | $340 | 03/31/2024 | RDA Financial Network | 4,029 | $340 | 03/31/2024 | IVW | 4,029 | $340 | 03/31/2024 | Melfa Wealth Management LLC | 4,025 | $340 | 03/31/2024 | IVW | 4,025 | $340 | 03/31/2024 | Ritholtz Wealth Management | 4,008 | $338 | 03/31/2024 | IVW | 4,008 | $338 | 03/31/2024 | Howard Financial Services LTD. | 4,002 | $338 | 03/31/2024 | IVW | 4,002 | $338 | 03/31/2024 | High Net Worth Advisory Group LLC | 4,000 | $338 | 03/31/2024 | IVW | 4,000 | $338 | 03/31/2024 | Community Financial Services Group LLC | 3,988 | $337 | 03/31/2024 | IVW | 3,988 | $337 | 03/31/2024 | US Financial Advisors LLC | 4,483 | $337 | 12/31/2023 | IVW | 4,483 | $337 | 12/31/2023 | KCM Investment Advisors LLC | 4,475 | $336 | 12/31/2023 | IVW | 4,475 | $336 | 12/31/2023 | Aspire Wealth Management Corp | 4,472 | $336 | 12/31/2023 | IVW | 4,472 | $336 | 12/31/2023 | Vishria Bird Financial Group LLC | 3,964 | $335 | 03/31/2024 | IVW | 3,964 | $335 | 03/31/2024 | Fundamentun LLC | 3,933 | $332 | 03/31/2024 | IVW | 3,933 | $332 | 03/31/2024 | Aurum Wealth Management Group LLC | 3,930 | $332 | 03/31/2024 | IVW | 3,930 | $332 | 03/31/2024 | RiverFront Investment Group LLC | 4,425 | $332 | 12/31/2023 | IVW | 4,425 | $332 | 12/31/2023 | Smith Group Asset Management LLC | 4,410 | $331 | 12/31/2023 | IVW | 4,410 | $331 | 12/31/2023 | Patriot Financial Group Insurance Agency LLC | 4,394 | $330 | 12/31/2023 | IVW | 4,394 | $330 | 12/31/2023 | Brown Wealth Management LLC | 4,393 | $330 | 12/31/2023 | IVW | 4,393 | $330 | 12/31/2023 | Ullmann Financial Group Inc. | 4,376 | $329 | 12/31/2023 | IVW | 4,376 | $329 | 12/31/2023 | Canvas Wealth Advisors LLC | 4,016 | $328 | 03/31/2024 | IVW | 4,016 | $328 | 03/31/2024 | HFG Advisors Inc. | 3,880 | $328 | 03/31/2024 | IVW | 3,880 | $328 | 03/31/2024 | Clarity Capital Advisors LLC | 3,879 | $328 | 03/31/2024 | IVW | 3,879 | $328 | 03/31/2024 | Beacon Investment Advisory Services Inc. | 4,355 | $327 | 12/31/2023 | IVW | 4,355 | $327 | 12/31/2023 | Evoke Wealth LLC | 4,346 | $326 | 12/31/2023 | IVW | 4,346 | $326 | 12/31/2023 | Affinity Wealth Management LLC | 3,853 | $325 | 03/31/2024 | IVW | 3,853 | $325 | 03/31/2024 | Cornerstone Wealth Advisors Inc. | 3,850 | $325 | 03/31/2024 | IVW | 3,850 | $325 | 03/31/2024 | Fisher Asset Management LLC | 4,309 | $324 | 12/31/2023 | IVW | 4,309 | $324 | 12/31/2023 | Gradient Investments LLC | 3,821 | $323 | 03/31/2024 | IVW | 3,821 | $323 | 03/31/2024 | Continuum Advisory LLC | 4,300 | $323 | 12/31/2023 | IVW | 4,300 | $323 | 12/31/2023 | Willner & Heller LLC | 4,295 | $323 | 12/31/2023 | IVW | 4,295 | $323 | 12/31/2023 | Garden State Investment Advisory Services LLC | 4,299 | $323 | 12/31/2023 | IVW | 4,299 | $323 | 12/31/2023 | Clearview Wealth Advisors LLC | 3,808 | $322 | 03/31/2024 | IVW | 3,808 | $322 | 03/31/2024 | Ratio Wealth Group | 4,277 | $321 | 12/31/2023 | IVW | 4,277 | $321 | 12/31/2023 | Advisor Resource Council | 3,790 | $320 | 03/31/2024 | IVW | 3,790 | $320 | 03/31/2024 | Strategic Financial Concepts LLC | 3,790 | $320 | 03/31/2024 | IVW | 3,790 | $320 | 03/31/2024 | Private Capital Management LLC | 3,778 | $319 | 03/31/2024 | IVW | 3,778 | $319 | 03/31/2024 | Fort Point Capital Partners LLC | 4,228 | $318 | 12/31/2023 | IVW | 4,228 | $318 | 12/31/2023 | PCA Investment Advisory Services Inc. | 4,237 | $318 | 12/31/2023 | IVW | 4,237 | $318 | 12/31/2023 | SRS Capital Advisors Inc. | 4,210 | $316 | 12/31/2023 | IVW | 4,210 | $316 | 12/31/2023 | New Republic Capital LLC | 4,208 | $316 | 12/31/2023 | IVW | 4,208 | $316 | 12/31/2023 | Litman Gregory Asset Management LLC | 4,195 | $315 | 12/31/2023 | IVW | 4,195 | $315 | 12/31/2023 | Annis Gardner Whiting Capital Advisors LLC | 4,200 | $315 | 12/31/2023 | IVW | 4,200 | $315 | 12/31/2023 | Kingswood Wealth Advisors LLC | 3,691 | $312 | 03/31/2024 | IVW | 3,691 | $312 | 03/31/2024 | MainStreet Investment Advisors LLC | 4,157 | $312 | 12/31/2023 | IVW | 4,157 | $312 | 12/31/2023 | Bare Financial Services Inc | 4,152 | $312 | 12/31/2023 | IVW | 4,152 | $312 | 12/31/2023 | Kovack Advisors Inc. | 3,656 | $309 | 03/31/2024 | IVW | 3,656 | $309 | 03/31/2024 | United Community Bank | 4,120 | $309 | 12/31/2023 | IVW | 4,120 | $309 | 12/31/2023 | Steigerwald Gordon & Koch Inc. | 3,646 | $308 | 03/31/2024 | IVW | 3,646 | $308 | 03/31/2024 | Center For Asset Management LLC | 3,652 | $308 | 03/31/2024 | IVW | 3,652 | $308 | 03/31/2024 | Cedrus LLC | 3,636 | $307 | 03/31/2024 | IVW | 3,636 | $307 | 03/31/2024 | BIP Wealth LLC | 4,049 | $304 | 12/31/2023 | IVW | 4,049 | $304 | 12/31/2023 | Mcdonald Partners LLC | 3,590 | $303 | 03/31/2024 | IVW | 3,590 | $303 | 03/31/2024 | Opinicus Capital Inc. | 3,590 | $303 | 03/31/2024 | IVW | 3,590 | $303 | 03/31/2024 | HTLF Bank | 3,579 | $302 | 03/31/2024 | IVW | 3,579 | $302 | 03/31/2024 | MidWestOne Financial Group Inc. | 4,016 | $302 | 12/31/2023 | IVW | 4,016 | $302 | 12/31/2023 | Moisand Fitzgerald Tamayo LLC | 3,565 | $301 | 03/31/2024 | IVW | 3,565 | $301 | 03/31/2024 | TCG Advisory Services LLC | 4,004 | $301 | 12/31/2023 | IVW | 4,004 | $301 | 12/31/2023 | Garrison Point Advisors LLC | 4,000 | $300 | 12/31/2023 | IVW | 4,000 | $300 | 12/31/2023 | Bank OZK | 3,977 | $299 | 12/31/2023 | IVW | 3,977 | $299 | 12/31/2023 | RVW Wealth LLC | 3,525 | $298 | 03/31/2024 | IVW | 3,525 | $298 | 03/31/2024 | Arbor Trust Wealth Advisors LLC | 3,561 | $298 | 03/31/2024 | IVW | 3,561 | $298 | 03/31/2024 | Arcadia Wealth Management LLC | 3,966 | $298 | 12/31/2023 | IVW | 3,966 | $298 | 12/31/2023 | Edgestream Partners L.P. | 3,910 | $294 | 12/31/2023 | IVW | 3,910 | $294 | 12/31/2023 | Saxon Interests Inc. | 3,475 | $293 | 03/31/2024 | IVW | 3,475 | $293 | 03/31/2024 | Transcendent Capital Group LLC | 3,474 | $293 | 03/31/2024 | IVW | 3,474 | $293 | 03/31/2024 | Hubbell Strickland Wealth Management LLC | 3,458 | $292 | 03/31/2024 | IVW | 3,458 | $292 | 03/31/2024 | CRA Financial Services LLC | 3,431 | $290 | 03/31/2024 | IVW | 3,431 | $290 | 03/31/2024 | Petra Financial Advisors Inc. | 3,436 | $290 | 03/31/2024 | IVW | 3,436 | $290 | 03/31/2024 | Allen Capital Group LLC | 3,421 | $289 | 03/31/2024 | IVW | 3,421 | $289 | 03/31/2024 | Navalign LLC | 3,426 | $289 | 03/31/2024 | IVW | 3,426 | $289 | 03/31/2024 | Portland Global Advisors LLC | 3,836 | $288 | 12/31/2023 | IVW | 3,836 | $288 | 12/31/2023 | Coyle Financial Counsel LLC | 3,833 | $288 | 12/31/2023 | IVW | 3,833 | $288 | 12/31/2023 | Hudson Valley Investment Advisors Inc. ADV | 3,400 | $287 | 03/31/2024 | IVW | 3,400 | $287 | 03/31/2024 | Whittier Trust Co. of Nevada Inc. | 3,804 | $286 | 12/31/2023 | IVW | 3,804 | $286 | 12/31/2023 | Larson Financial Group LLC | 3,784 | $284 | 12/31/2023 | IVW | 3,784 | $284 | 12/31/2023 | TruWealth Advisors LLC | 3,352 | $283 | 03/31/2024 | IVW | 3,352 | $283 | 03/31/2024 | Armstrong Advisory Group Inc. | 3,352 | $283 | 03/31/2024 | IVW | 3,352 | $283 | 03/31/2024 | Leonard Rickey Investment Advisors P.L.L.C. | 3,343 | $282 | 03/31/2024 | IVW | 3,343 | $282 | 03/31/2024 | Ellenbecker Investment Group | 3,344 | $282 | 03/31/2024 | IVW | 3,344 | $282 | 03/31/2024 | Monetary Management Group Inc. | 3,750 | $282 | 12/31/2023 | IVW | 3,750 | $282 | 12/31/2023 | Beacon Financial Group | 3,746 | $281 | 12/31/2023 | IVW | 3,746 | $281 | 12/31/2023 | Raab & Moskowitz Asset Management LLC | 3,739 | $281 | 12/31/2023 | IVW | 3,739 | $281 | 12/31/2023 | Grimes & Company Inc. | 3,313 | $280 | 03/31/2024 | IVW | 3,313 | $280 | 03/31/2024 | J. Goldman & Co LP | 3,735 | $280 | 12/31/2023 | IVW | 3,735 | $280 | 12/31/2023 | Colonial Trust Advisors | 3,730 | $280 | 12/31/2023 | IVW | 3,730 | $280 | 12/31/2023 | Forum Private Client Group LLC | 3,723 | $280 | 12/31/2023 | IVW | 3,723 | $280 | 12/31/2023 | NorthStar Asset Management LLC NJ | 3,714 | $279 | 12/31/2023 | IVW | 3,714 | $279 | 12/31/2023 | Wealthcare Capital Management LLC | 3,276 | $277 | 03/31/2024 | IVW | 3,276 | $277 | 03/31/2024 | PFG Investments LLC | 3,285 | $277 | 03/31/2024 | IVW | 3,285 | $277 | 03/31/2024 | Facet Wealth Inc. | 3,447 | $276 | 12/31/2023 | IVW | 3,447 | $276 | 12/31/2023 | ABLE Financial Group LLC | 3,672 | $276 | 12/31/2023 | IVW | 3,672 | $276 | 12/31/2023 | Axiom Advisory LLC | 3,251 | $275 | 03/31/2024 | IVW | 3,251 | $275 | 03/31/2024 | Shelton Wealth Management LLC | 3,666 | $275 | 12/31/2023 | IVW | 3,666 | $275 | 12/31/2023 | Strategic Point Investment Advisors LLC | 3,645 | $274 | 12/31/2023 | IVW | 3,645 | $274 | 12/31/2023 | B.O.S.S. Retirement Advisors LLC | 3,654 | $274 | 12/31/2023 | IVW | 3,654 | $274 | 12/31/2023 | Accretive Wealth Partners LLC | 3,624 | $272 | 12/31/2023 | IVW | 3,624 | $272 | 12/31/2023 | Roble Belko & Company Inc | 3,196 | $270 | 03/31/2024 | IVW | 3,196 | $270 | 03/31/2024 | Ellevest Inc. | 3,595 | $270 | 12/31/2023 | IVW | 3,595 | $270 | 12/31/2023 | Brand Asset Management Group Inc. | 3,580 | $269 | 12/31/2023 | IVW | 3,580 | $269 | 12/31/2023 | Krueger & Catalano Capital Partners LLC | 3,170 | $268 | 03/31/2024 | IVW | 3,170 | $268 | 03/31/2024 | Rainey & Randall Investment Management Inc. | 3,158 | $267 | 03/31/2024 | IVW | 3,158 | $267 | 03/31/2024 | Zullo Investment Group Inc. | 3,163 | $267 | 03/31/2024 | IVW | 3,163 | $267 | 03/31/2024 | Carmichael Hill & Associates Inc. | 3,133 | $265 | 03/31/2024 | IVW | 3,133 | $265 | 03/31/2024 | Coho Partners Ltd. | 3,530 | $265 | 12/31/2023 | IVW | 3,530 | $265 | 12/31/2023 | Covenant Partners LLC | 3,516 | $264 | 12/31/2023 | IVW | 3,516 | $264 | 12/31/2023 | Family Wealth Group LLC | 3,507 | $263 | 12/31/2023 | IVW | 3,507 | $263 | 12/31/2023 | KKM Financial LLC | 3,500 | $263 | 12/31/2023 | IVW | 3,500 | $263 | 12/31/2023 | M. Kraus & Co | 3,100 | $262 | 03/31/2024 | IVW | 3,100 | $262 | 03/31/2024 | Core Wealth Management Inc. | 3,099 | $262 | 03/31/2024 | IVW | 3,099 | $262 | 03/31/2024 | Burney Co. | 3,491 | $262 | 12/31/2023 | IVW | 3,491 | $262 | 12/31/2023 | Westwood Holdings Group Inc. | 3,485 | $262 | 12/31/2023 | IVW | 3,485 | $262 | 12/31/2023 | GAMMA Investing LLC | 3,096 | $261 | 03/31/2024 | IVW | 3,096 | $261 | 03/31/2024 | Moloney Securities Asset Management LLC | 3,474 | $261 | 12/31/2023 | IVW | 3,474 | $261 | 12/31/2023 | Pinnacle Wealth Planning Services Inc. | 3,473 | $261 | 12/31/2023 | IVW | 3,473 | $261 | 12/31/2023 | Arkadios Wealth Advisors | 3,453 | $259 | 12/31/2023 | IVW | 3,453 | $259 | 12/31/2023 | WealthPlan Investment Management LLC | 3,437 | $258 | 12/31/2023 | IVW | 3,437 | $258 | 12/31/2023 | Oarsman Capital Inc. | 3,403 | $256 | 12/31/2023 | IVW | 3,403 | $256 | 12/31/2023 | Regatta Capital Group LLC | 3,019 | $255 | 03/31/2024 | IVW | 3,019 | $255 | 03/31/2024 | Stephenson National Bank & Trust | 3,009 | $254 | 03/31/2024 | IVW | 3,009 | $254 | 03/31/2024 | RWM Asset Management LLC | 3,010 | $254 | 03/31/2024 | IVW | 3,010 | $254 | 03/31/2024 | Leelyn Smith LLC | 3,368 | $253 | 12/31/2023 | IVW | 3,368 | $253 | 12/31/2023 | 180 Wealth Advisors LLC | 2,987 | $252 | 03/31/2024 | IVW | 2,987 | $252 | 03/31/2024 | Eudaimonia Partners LLC | 2,981 | $252 | 03/31/2024 | IVW | 2,981 | $252 | 03/31/2024 | The Manufacturers Life Insurance Company | 3,360 | $252 | 12/31/2023 | IVW | 3,360 | $252 | 12/31/2023 | L & S Advisors Inc | 3,355 | $252 | 12/31/2023 | IVW | 3,355 | $252 | 12/31/2023 | Hutchens & Kramer Investment Management Group LLC | 3,341 | $251 | 12/31/2023 | IVW | 3,341 | $251 | 12/31/2023 | PVG Asset Management Corp | 3,330 | $250 | 12/31/2023 | IVW | 3,330 | $250 | 12/31/2023 | L.M. Kohn & Company | 2,952 | $249 | 03/31/2024 | IVW | 2,952 | $249 | 03/31/2024 | Bluesphere Advisors LLC | 2,948 | $249 | 03/31/2024 | IVW | 2,948 | $249 | 03/31/2024 | TCP Asset Management LLC | 2,943 | $249 | 03/31/2024 | IVW | 2,943 | $249 | 03/31/2024 | Client 1ST Advisory Group LLC | 3,322 | $249 | 12/31/2023 | IVW | 3,322 | $249 | 12/31/2023 | Chesapeake Wealth Management | 3,305 | $248 | 12/31/2023 | IVW | 3,305 | $248 | 12/31/2023 | Stiles Financial Services Inc | 3,305 | $248 | 12/31/2023 | IVW | 3,305 | $248 | 12/31/2023 | Monticello Wealth Management LLC | 2,926 | $247 | 03/31/2024 | IVW | 2,926 | $247 | 03/31/2024 | Kayne Anderson Rudnick Investment Management LLC | 3,290 | $247 | 12/31/2023 | IVW | 3,290 | $247 | 12/31/2023 | G2 Capital Management LLC OH | 3,288 | $247 | 12/31/2023 | IVW | 3,288 | $247 | 12/31/2023 | Ruggaard & Associates LLC | 3,269 | $246 | 12/31/2023 | IVW | 3,269 | $246 | 12/31/2023 | Mountain Capital Investment Advisors Inc | 2,900 | $244 | 03/31/2024 | IVW | 2,900 | $244 | 03/31/2024 | Bremer Bank National Association | 2,895 | $244 | 03/31/2024 | IVW | 2,895 | $244 | 03/31/2024 | Vision Capital Management Inc. | 3,222 | $242 | 12/31/2023 | IVW | 3,222 | $242 | 12/31/2023 | SYM FINANCIAL Corp | 3,215 | $241 | 12/31/2023 | IVW | 3,215 | $241 | 12/31/2023 | Proathlete Wealth Management LLC | 3,208 | $241 | 12/31/2023 | IVW | 3,208 | $241 | 12/31/2023 | Paulson Wealth Management Inc. | 3,200 | $240 | 12/31/2023 | IVW | 3,200 | $240 | 12/31/2023 | Cassady Schiller Wealth Management LLC | 3,186 | $239 | 12/31/2023 | IVW | 3,186 | $239 | 12/31/2023 | Wedbush Securities Inc. | 3,170 | $238 | 12/31/2023 | IVW | 3,170 | $238 | 12/31/2023 | LaFleur & Godfrey LLC | 2,792 | $236 | 03/31/2024 | IVW | 2,792 | $236 | 03/31/2024 | Tortoise Investment Management LLC | 3,143 | $236 | 12/31/2023 | IVW | 3,143 | $236 | 12/31/2023 | Aviance Capital Partners LLC | 2,781 | $235 | 03/31/2024 | IVW | 2,781 | $235 | 03/31/2024 | Legacy Capital Group California Inc. | 3,126 | $235 | 12/31/2023 | IVW | 3,126 | $235 | 12/31/2023 | Exchange Capital Management Inc. | 2,772 | $234 | 03/31/2024 | IVW | 2,772 | $234 | 03/31/2024 | Onyx Bridge Wealth Group LLC | 3,090 | $232 | 12/31/2023 | IVW | 3,090 | $232 | 12/31/2023 | Orgel Wealth Management LLC | 2,723 | $230 | 03/31/2024 | IVW | 2,723 | $230 | 03/31/2024 | SkyOak Wealth LLC | 3,064 | $230 | 12/31/2023 | IVW | 3,064 | $230 | 12/31/2023 | LGT Financial Advisors LLC | 3,062 | $230 | 12/31/2023 | IVW | 3,062 | $230 | 12/31/2023 | PSI Advisors LLC | 2,712 | $229 | 03/31/2024 | IVW | 2,712 | $229 | 03/31/2024 | Gillespie Robinson & Grimm Inc. | 2,695 | $228 | 03/31/2024 | IVW | 2,695 | $228 | 03/31/2024 | Harbor Group Inc. | 2,686 | $227 | 03/31/2024 | IVW | 2,686 | $227 | 03/31/2024 | Latitude Advisors LLC | 2,687 | $227 | 03/31/2024 | IVW | 2,687 | $227 | 03/31/2024 | Avenue 1 Advisors LLC | 2,691 | $227 | 03/31/2024 | IVW | 2,691 | $227 | 03/31/2024 | First American Trust FSB | 3,021 | $227 | 12/31/2023 | IVW | 3,021 | $227 | 12/31/2023 | United Asset Strategies Inc. | 2,672 | $226 | 03/31/2024 | IVW | 2,672 | $226 | 03/31/2024 | Genesee Capital Advisors LLC | 2,668 | $225 | 03/31/2024 | IVW | 2,668 | $225 | 03/31/2024 | Truvestments Capital LLC | 3,000 | $225 | 12/31/2023 | IVW | 3,000 | $225 | 12/31/2023 | 1776 Wealth LLC | 3,000 | $225 | 12/31/2023 | IVW | 3,000 | $225 | 12/31/2023 | Texas Capital Bancshares Inc. TX | 2,980 | $224 | 12/31/2023 | IVW | 2,980 | $224 | 12/31/2023 | Quent Capital LLC | 2,951 | $222 | 12/31/2023 | IVW | 2,951 | $222 | 12/31/2023 | Gordian Advisors LLC | 2,616 | $221 | 03/31/2024 | IVW | 2,616 | $221 | 03/31/2024 | Cypress Capital Group | 2,929 | $220 | 12/31/2023 | IVW | 2,929 | $220 | 12/31/2023 | Legacy Financial Strategies LLC | 2,596 | $219 | 03/31/2024 | IVW | 2,596 | $219 | 03/31/2024 | Accurate Wealth Management LLC | 2,767 | $219 | 03/31/2024 | IVW | 2,767 | $219 | 03/31/2024 | Acorn Financial Advisory Services Inc. ADV | 2,926 | $217 | 12/31/2023 | IVW | 2,926 | $217 | 12/31/2023 | Diversified LLC | 2,889 | $217 | 12/31/2023 | IVW | 2,889 | $217 | 12/31/2023 | Parsons Capital Management Inc. RI | 2,560 | $216 | 03/31/2024 | IVW | 2,560 | $216 | 03/31/2024 | Pegasus Partners Ltd. | 2,540 | $214 | 03/31/2024 | IVW | 2,540 | $214 | 03/31/2024 | Anderson Fisher LLC | 2,540 | $214 | 03/31/2024 | IVW | 2,540 | $214 | 03/31/2024 | Investment Partners Asset Management Inc. | 2,518 | $213 | 03/31/2024 | IVW | 2,518 | $213 | 03/31/2024 | B & T Capital Management DBA Alpha Capital Management | 2,522 | $213 | 03/31/2024 | IVW | 2,522 | $213 | 03/31/2024 | Barr E S & Co. | 2,820 | $212 | 12/31/2023 | IVW | 2,820 | $212 | 12/31/2023 | Rockbridge Investment Management LCC | 2,815 | $211 | 12/31/2023 | IVW | 2,815 | $211 | 12/31/2023 | Quadcap Wealth Management LLC | 2,803 | $211 | 12/31/2023 | IVW | 2,803 | $211 | 12/31/2023 | Osborne Partners Capital Management LLC | 2,485 | $210 | 03/31/2024 | IVW | 2,485 | $210 | 03/31/2024 | BLB&B Advisors LLC | 2,486 | $210 | 03/31/2024 | IVW | 2,486 | $210 | 03/31/2024 | Jag Capital Management LLC | 2,799 | $210 | 12/31/2023 | IVW | 2,799 | $210 | 12/31/2023 | Relative Value Partners Group LLC | 2,797 | $210 | 12/31/2023 | IVW | 2,797 | $210 | 12/31/2023 | Vident Advisory LLC | 2,800 | $210 | 12/31/2023 | IVW | 2,800 | $210 | 12/31/2023 | Beverly Hills Private Wealth LLC | 2,798 | $210 | 12/31/2023 | IVW | 2,798 | $210 | 12/31/2023 | Patten & Patten Inc. TN | 2,782 | $209 | 12/31/2023 | IVW | 2,782 | $209 | 12/31/2023 | Vivaldi Capital Management LLC | 2,592 | $209 | 12/31/2023 | IVW | 2,592 | $209 | 12/31/2023 | Unionview LLC | 2,777 | $209 | 12/31/2023 | IVW | 2,777 | $209 | 12/31/2023 | Smith Moore & CO. | 2,774 | $208 | 12/31/2023 | IVW | 2,774 | $208 | 12/31/2023 | Allred Capital Management LLC | 2,451 | $207 | 03/31/2024 | IVW | 2,451 | $207 | 03/31/2024 | Galvin Gaustad & Stein LLC | 2,456 | $207 | 03/31/2024 | IVW | 2,456 | $207 | 03/31/2024 | Tranquility Partners LLC | 2,760 | $207 | 12/31/2023 | IVW | 2,760 | $207 | 12/31/2023 | Riverwater Partners LLC | 2,750 | $207 | 12/31/2023 | IVW | 2,750 | $207 | 12/31/2023 | Becker Capital Management Inc. | 2,739 | $206 | 12/31/2023 | IVW | 2,739 | $206 | 12/31/2023 | Fairview Capital Investment Management LLC | 2,737 | $206 | 12/31/2023 | IVW | 2,737 | $206 | 12/31/2023 | Chemistry Wealth Management LLC | 2,427 | $205 | 03/31/2024 | IVW | 2,427 | $205 | 03/31/2024 | Silverlake Wealth Management LLC | 2,424 | $205 | 03/31/2024 | IVW | 2,424 | $205 | 03/31/2024 | Morris Retirement Advisors LLC | 2,733 | $205 | 12/31/2023 | IVW | 2,733 | $205 | 12/31/2023 | Paradigm Strategies in Wealth Management LLC | 2,735 | $205 | 12/31/2023 | IVW | 2,735 | $205 | 12/31/2023 | SP Asset Management LLC | 2,730 | $205 | 12/31/2023 | IVW | 2,730 | $205 | 12/31/2023 | Fragasso Group Inc. | 2,414 | $204 | 03/31/2024 | IVW | 2,414 | $204 | 03/31/2024 | Columbus Macro LLC | 2,412 | $204 | 03/31/2024 | IVW | 2,412 | $204 | 03/31/2024 | Hilltop Holdings Inc. | 2,703 | $203 | 12/31/2023 | IVW | 2,703 | $203 | 12/31/2023 | Twelve Points Wealth Management LLC | 2,376 | $201 | 03/31/2024 | IVW | 2,376 | $201 | 03/31/2024 | Voisard Asset Management Group Inc. | 2,380 | $201 | 03/31/2024 | IVW | 2,380 | $201 | 03/31/2024 | Atlantic Private Wealth LLC | 2,618 | $197 | 12/31/2023 | IVW | 2,618 | $197 | 12/31/2023 | Crewe Advisors LLC | 2,526 | $190 | 12/31/2023 | IVW | 2,526 | $190 | 12/31/2023 | Trust Co. of Vermont | 2,445 | $184 | 12/31/2023 | IVW | 2,445 | $184 | 12/31/2023 | Coastal Investment Advisors Inc. | 2,160 | $182 | 03/31/2024 | IVW | 2,160 | $182 | 03/31/2024 | Compass Wealth Management LLC | 2,158 | $182 | 03/31/2024 | IVW | 2,158 | $182 | 03/31/2024 | Windsor Advisory Group LLC | 2,420 | $182 | 12/31/2023 | IVW | 2,420 | $182 | 12/31/2023 | Perritt Capital Management Inc. | 2,359 | $177 | 12/31/2023 | IVW | 2,359 | $177 | 12/31/2023 | Colonial Trust Co SC | 2,342 | $176 | 12/31/2023 | IVW | 2,342 | $176 | 12/31/2023 | Bfsg LLC | 2,056 | $174 | 03/31/2024 | IVW | 2,056 | $174 | 03/31/2024 | Oliver Lagore Vanvalin Investment Group | 2,255 | $169 | 12/31/2023 | IVW | 2,255 | $169 | 12/31/2023 | Nalls Sherbakoff Group LLC | 2,220 | $167 | 12/31/2023 | IVW | 2,220 | $167 | 12/31/2023 | Washington Trust Advisors Inc. | 2,182 | $164 | 12/31/2023 | IVW | 2,182 | $164 | 12/31/2023 | Goodman Advisory Group LLC | 2,143 | $161 | 12/31/2023 | IVW | 2,143 | $161 | 12/31/2023 | Atlantic Trust LLC | 2,053 | $154 | 12/31/2023 | IVW | 2,053 | $154 | 12/31/2023 | Balentine LLC | 2,026 | $152 | 12/31/2023 | IVW | 2,026 | $152 | 12/31/2023 | Asset Dedication LLC | 1,645 | $139 | 03/31/2024 | IVW | 1,645 | $139 | 03/31/2024 | Lowe Wealth Advisors LLC | 1,648 | $139 | 03/31/2024 | IVW | 1,648 | $139 | 03/31/2024 | TCTC Holdings LLC | 1,832 | $138 | 12/31/2023 | IVW | 1,832 | $138 | 12/31/2023 | Cornerstone Planning Group LLC | 1,833 | $138 | 12/31/2023 | IVW | 1,833 | $138 | 12/31/2023 | Strategic Investment Solutions Inc. IL | 1,805 | $136 | 12/31/2023 | IVW | 1,805 | $136 | 12/31/2023 | NBC Securities Inc. | 1,573 | $132 | 03/31/2024 | IVW | 1,573 | $132 | 03/31/2024 | Pittenger & Anderson Inc. | 1,735 | $130 | 12/31/2023 | IVW | 1,735 | $130 | 12/31/2023 | Bangor Savings Bank | 1,530 | $129 | 03/31/2024 | IVW | 1,530 | $129 | 03/31/2024 | Northwest Investment Counselors LLC | 1,524 | $129 | 03/31/2024 | IVW | 1,524 | $129 | 03/31/2024 | First PREMIER Bank | 1,530 | $129 | 03/31/2024 | IVW | 1,530 | $129 | 03/31/2024 | GeoWealth Management LLC | 1,721 | $129 | 12/31/2023 | IVW | 1,721 | $129 | 12/31/2023 | Founders Financial Alliance LLC | 1,708 | $128 | 12/31/2023 | IVW | 1,708 | $128 | 12/31/2023 | Amundi | 1,641 | $123 | 12/31/2023 | IVW | 1,641 | $123 | 12/31/2023 | Cardiff Park Advisors LLC | 1,620 | $122 | 12/31/2023 | IVW | 1,620 | $122 | 12/31/2023 | Founders Capital Management | 1,389 | $117 | 03/31/2024 | IVW | 1,389 | $117 | 03/31/2024 | Addison Advisors LLC | 1,536 | $115 | 12/31/2023 | IVW | 1,536 | $115 | 12/31/2023 | GoalVest Advisory LLC | 1,344 | $113 | 03/31/2024 | IVW | 1,344 | $113 | 03/31/2024 | RFP Financial Group LLC | 1,500 | $113 | 12/31/2023 | IVW | 1,500 | $113 | 12/31/2023 | Cardinal Strategic Wealth Guidance | 1,326 | $112 | 03/31/2024 | IVW | 1,326 | $112 | 03/31/2024 | Red Tortoise LLC | 1,315 | $111 | 03/31/2024 | IVW | 1,315 | $111 | 03/31/2024 | Aptus Capital Advisors LLC | 1,453 | $109 | 12/31/2023 | IVW | 1,453 | $109 | 12/31/2023 | Indiana Trust & Investment Management CO | 1,282 | $108 | 03/31/2024 | IVW | 1,282 | $108 | 03/31/2024 | PFS Partners LLC | 1,261 | $107 | 03/31/2024 | IVW | 1,261 | $107 | 03/31/2024 | Retirement Group LLC | 1,427 | $107 | 12/31/2023 | IVW | 1,427 | $107 | 12/31/2023 | AlphaMark Advisors LLC | 1,252 | $106 | 03/31/2024 | IVW | 1,252 | $106 | 03/31/2024 | West Branch Capital LLC | 1,242 | $105 | 03/31/2024 | IVW | 1,242 | $105 | 03/31/2024 | Massmutual Trust Co. FSB ADV | 1,200 | $101 | 03/31/2024 | IVW | 1,200 | $101 | 03/31/2024 | JDM Financial Group LLC | 1,300 | $98 | 12/31/2023 | IVW | 1,300 | $98 | 12/31/2023 | Core Wealth Advisors Inc. | 1,292 | $97 | 12/31/2023 | IVW | 1,292 | $97 | 12/31/2023 | Insight Inv LLC | 1,280 | $96 | 12/31/2023 | IVW | 1,280 | $96 | 12/31/2023 | FSA Wealth Management LLC | 1,180 | $89 | 12/31/2023 | IVW | 1,180 | $89 | 12/31/2023 | Hobbs Group Advisors LLC | 1,116 | $84 | 12/31/2023 | IVW | 1,116 | $84 | 12/31/2023 | Townsend Asset Management Corp NC ADV | 1,096 | $82 | 12/31/2023 | IVW | 1,096 | $82 | 12/31/2023 | Vermillion & White Wealth Management Group LLC | 1,093 | $82 | 12/31/2023 | IVW | 1,093 | $82 | 12/31/2023 | Milestone Investment Advisors LLC | 1,076 | $81 | 12/31/2023 | IVW | 1,076 | $81 | 12/31/2023 | Concord Wealth Partners | 1,049 | $79 | 12/31/2023 | IVW | 1,049 | $79 | 12/31/2023 | Chilton Capital Management LLC | 1,036 | $78 | 12/31/2023 | IVW | 1,036 | $78 | 12/31/2023 | Semmax Financial Advisors Inc. | 973 | $78 | 12/31/2023 | IVW | 973 | $78 | 12/31/2023 | Sugarloaf Wealth Management LLC | 908 | $77 | 03/31/2024 | IVW | 908 | $77 | 03/31/2024 | Pin Oak Investment Advisors Inc. | 1,029 | $77 | 12/31/2023 | IVW | 1,029 | $77 | 12/31/2023 | Castleview Partners LLC | 1,030 | $77 | 12/31/2023 | IVW | 1,030 | $77 | 12/31/2023 | Ballast Advisors LLC | 1,029 | $77 | 12/31/2023 | IVW | 1,029 | $77 | 12/31/2023 | Archer Investment Corp | 1,014 | $76 | 12/31/2023 | IVW | 1,014 | $76 | 12/31/2023 | Anchor Investment Management LLC | 1,000 | $75 | 12/31/2023 | IVW | 1,000 | $75 | 12/31/2023 | AlphaCore Capital LLC | 960 | $72 | 12/31/2023 | IVW | 960 | $72 | 12/31/2023 | CoreFirst Bank & Trust | 956 | $72 | 12/31/2023 | IVW | 956 | $72 | 12/31/2023 | Trifecta Capital Advisors LLC | 841 | $71 | 03/31/2024 | IVW | 841 | $71 | 03/31/2024 | Armor Investment Advisors LLC | 826 | $70 | 03/31/2024 | IVW | 826 | $70 | 03/31/2024 | Center for Financial Planning Inc. | 814 | $69 | 03/31/2024 | IVW | 814 | $69 | 03/31/2024 | Rise Advisors LLC | 815 | $69 | 03/31/2024 | IVW | 815 | $69 | 03/31/2024 | Motco | 920 | $69 | 12/31/2023 | IVW | 920 | $69 | 12/31/2023 | Wetzel Investment Advisors Inc. | 835 | $68 | 03/31/2024 | IVW | 835 | $68 | 03/31/2024 | Ambassador Advisors LLC | 838 | $67 | 12/31/2023 | IVW | 838 | $67 | 12/31/2023 | Guardian Wealth Advisors LLC NC | 877 | $66 | 12/31/2023 | IVW | 877 | $66 | 12/31/2023 | Cape Investment Advisory Inc. | 873 | $66 | 12/31/2023 | IVW | 873 | $66 | 12/31/2023 | IAG Wealth Partners LLC | 735 | $62 | 03/31/2024 | IVW | 735 | $62 | 03/31/2024 | VisionPoint Advisory Group LLC | 783 | $59 | 12/31/2023 | IVW | 783 | $59 | 12/31/2023 | Evermay Wealth Management LLC | 759 | $57 | 12/31/2023 | IVW | 759 | $57 | 12/31/2023 | Frazier Financial Advisors LLC | 752 | $56 | 12/31/2023 | IVW | 752 | $56 | 12/31/2023 | Aspect Partners LLC | 720 | $54 | 12/31/2023 | IVW | 720 | $54 | 12/31/2023 | Independence Bank of Kentucky | 632 | $53 | 03/31/2024 | IVW | 632 | $53 | 03/31/2024 | Sawyer & Company Inc | 600 | $51 | 03/31/2024 | IVW | 600 | $51 | 03/31/2024 | Wolff Wiese Magana LLC | 592 | $50 | 03/31/2024 | IVW | 592 | $50 | 03/31/2024 | Tower Research Capital LLC TRC | 669 | $50 | 12/31/2023 | IVW | 669 | $50 | 12/31/2023 | Rice Partnership LLC | 668 | $50 | 12/31/2023 | IVW | 668 | $50 | 12/31/2023 | Ruedi Wealth Management Inc. | 643 | $48 | 12/31/2023 | IVW | 643 | $48 | 12/31/2023 | Newbridge Financial Services Group Inc. | 551 | $47 | 03/31/2024 | IVW | 551 | $47 | 03/31/2024 | True Wealth Design LLC | 627 | $47 | 12/31/2023 | IVW | 627 | $47 | 12/31/2023 | Annapolis Financial Services LLC | 550 | $46 | 03/31/2024 | IVW | 550 | $46 | 03/31/2024 | Capital Investment Counsel Inc | 612 | $46 | 12/31/2023 | IVW | 612 | $46 | 12/31/2023 | Headlands Technologies LLC | 610 | $46 | 12/31/2023 | IVW | 610 | $46 | 12/31/2023 | Rain Capital Management LLC | 578 | $43 | 12/31/2023 | IVW | 578 | $43 | 12/31/2023 | GPS Wealth Strategies Group LLC | 560 | $42 | 12/31/2023 | IVW | 560 | $42 | 12/31/2023 | Westside Investment Management Inc. | 480 | $41 | 03/31/2024 | IVW | 480 | $41 | 03/31/2024 | First Manhattan Co. | 540 | $41 | 12/31/2023 | IVW | 540 | $41 | 12/31/2023 | Beaird Harris Wealth Management LLC | 550 | $41 | 12/31/2023 | IVW | 550 | $41 | 12/31/2023 | Delos Wealth Advisors LLC | 530 | $40 | 12/31/2023 | IVW | 530 | $40 | 12/31/2023 | First Pacific Financial | 460 | $39 | 03/31/2024 | IVW | 460 | $39 | 03/31/2024 | Wall Street Access Asset Management LLC | 500 | $38 | 12/31/2023 | IVW | 500 | $38 | 12/31/2023 | Northwest Financial Advisors | 509 | $38 | 12/31/2023 | IVW | 509 | $38 | 12/31/2023 | Kozak & Associates Inc. | 467 | $35 | 12/31/2023 | IVW | 467 | $35 | 12/31/2023 | Dunhill Financial LLC | 467 | $35 | 12/31/2023 | IVW | 467 | $35 | 12/31/2023 | Ironwood Wealth Management LLC. | 403 | $34 | 03/31/2024 | IVW | 403 | $34 | 03/31/2024 | C M Bidwell & Associates Ltd. | 452 | $34 | 12/31/2023 | IVW | 452 | $34 | 12/31/2023 | Caitlin John LLC | 452 | $34 | 12/31/2023 | IVW | 452 | $34 | 12/31/2023 | Provident Wealth Management LLC | 385 | $33 | 03/31/2024 | IVW | 385 | $33 | 03/31/2024 | PrairieView Partners LLC | 444 | $33 | 12/31/2023 | IVW | 444 | $33 | 12/31/2023 | Element Wealth LLC | 438 | $33 | 12/31/2023 | IVW | 438 | $33 | 12/31/2023 | Life Planning Partners Inc | 424 | $32 | 12/31/2023 | IVW | 424 | $32 | 12/31/2023 | Rosenberg Matthew Hamilton | 364 | $31 | 03/31/2024 | IVW | 364 | $31 | 03/31/2024 | Russell Investments Group Ltd. | 391 | $29 | 12/31/2023 | IVW | 391 | $29 | 12/31/2023 | Goodwin Investment Advisory | 391 | $29 | 12/31/2023 | IVW | 391 | $29 | 12/31/2023 | Financial Connections Group Inc. | 380 | $28 | 12/31/2023 | IVW | 380 | $28 | 12/31/2023 | WASHINGTON TRUST Co | 300 | $25 | 03/31/2024 | IVW | 300 | $25 | 03/31/2024 | Wiser Advisor Group LLC | 334 | $25 | 12/31/2023 | IVW | 334 | $25 | 12/31/2023 | Ogorek Anthony Joseph NY ADV | 328 | $24 | 12/31/2023 | IVW | 328 | $24 | 12/31/2023 | Providence Capital Advisors LLC | 324 | $24 | 12/31/2023 | IVW | 324 | $24 | 12/31/2023 | Avondale Wealth Management | 278 | $23 | 03/31/2024 | IVW | 278 | $23 | 03/31/2024 | Migdal Insurance & Financial Holdings Ltd. | 300 | $23 | 12/31/2023 | IVW | 300 | $23 | 12/31/2023 | Institutional & Family Asset Management LLC | 300 | $23 | 12/31/2023 | IVW | 300 | $23 | 12/31/2023 | McIlrath & Eck LLC | 306 | $23 | 12/31/2023 | IVW | 306 | $23 | 12/31/2023 | Vima LLC | 300 | $23 | 12/31/2023 | IVW | 300 | $23 | 12/31/2023 | HighMark Wealth Management LLC | 281 | $21 | 12/31/2023 | IVW | 281 | $21 | 12/31/2023 | CarsonAllaria Wealth Management Ltd. | 275 | $21 | 12/31/2023 | IVW | 275 | $21 | 12/31/2023 | Davis Capital Management | 231 | $20 | 03/31/2024 | IVW | 231 | $20 | 03/31/2024 | DecisionPoint Financial LLC | 265 | $20 | 12/31/2023 | IVW | 265 | $20 | 12/31/2023 | Fortis Advisors LLC | 247 | $19 | 12/31/2023 | IVW | 247 | $19 | 12/31/2023 | O Dell Group LLC | 244 | $18 | 12/31/2023 | IVW | 244 | $18 | 12/31/2023 | Morling Financial Advisors LLC | 234 | $18 | 12/31/2023 | IVW | 234 | $18 | 12/31/2023 | Versant Capital Management Inc | 200 | $17 | 03/31/2024 | IVW | 200 | $17 | 03/31/2024 | Creative Capital Management Investments LLC | 200 | $17 | 03/31/2024 | IVW | 200 | $17 | 03/31/2024 | Harel Insurance Investments & Financial Services Ltd. | 220 | $17 | 12/31/2023 | IVW | 220 | $17 | 12/31/2023 | Macroview Investment Management LLC | 228 | $17 | 12/31/2023 | IVW | 228 | $17 | 12/31/2023 | Toth Financial Advisory Corp | 189 | $16 | 03/31/2024 | IVW | 189 | $16 | 03/31/2024 | DB Wealth Management Group LLC | 219 | $16 | 12/31/2023 | IVW | 219 | $16 | 12/31/2023 | Basso Capital Management L.P. | 201 | $15 | 12/31/2023 | IVW | 201 | $15 | 12/31/2023 | Quintet Private Bank Europe S.A. | 175 | $13 | 12/31/2023 | IVW | 175 | $13 | 12/31/2023 | Creekmur Asset Management LLC | 178 | $13 | 12/31/2023 | IVW | 178 | $13 | 12/31/2023 | NewSquare Capital LLC | 156 | $12 | 12/31/2023 | IVW | 156 | $12 | 12/31/2023 | Avion Wealth | 156 | $12 | 12/31/2023 | IVW | 156 | $12 | 12/31/2023 | Provence Wealth Management Group | 163 | $12 | 12/31/2023 | IVW | 163 | $12 | 12/31/2023 | Kiely Wealth Advisory Group Inc. | 149 | $12 | 12/31/2023 | IVW | 149 | $12 | 12/31/2023 | ST Germain D J Co. Inc. | 133 | $11 | 03/31/2024 | IVW | 133 | $11 | 03/31/2024 | First United Bank Trust | 140 | $11 | 12/31/2023 | IVW | 140 | $11 | 12/31/2023 | Eukles Asset Management | 148 | $11 | 12/31/2023 | IVW | 148 | $11 | 12/31/2023 | Missouri Trust & Investment Co | 142 | $11 | 12/31/2023 | IVW | 142 | $11 | 12/31/2023 | Nemes Rush Group LLC | 145 | $11 | 12/31/2023 | IVW | 145 | $11 | 12/31/2023 | Loomis Sayles & Co. L P | 137 | $10 | 12/31/2023 | IVW | 137 | $10 | 12/31/2023 | Field & Main Bank | 128 | $10 | 12/31/2023 | IVW | 128 | $10 | 12/31/2023 | Hexagon Capital Partners LLC | 105 | $9 | 03/31/2024 | IVW | 105 | $9 | 03/31/2024 | Ables Iannone Moore & Associates Inc. | 105 | $8 | 12/31/2023 | IVW | 105 | $8 | 12/31/2023 | JJJ Advisors Inc. | 88 | $7 | 03/31/2024 | IVW | 88 | $7 | 03/31/2024 | Nvwm LLC | 97 | $7 | 12/31/2023 | IVW | 97 | $7 | 12/31/2023 | Christopher J. Hasenberg Inc | 73 | $6 | 03/31/2024 | IVW | 73 | $6 | 03/31/2024 | Resources Management Corp CT ADV | 75 | $6 | 12/31/2023 | IVW | 75 | $6 | 12/31/2023 | Richard W. Paul & Associates LLC | 76 | $6 | 12/31/2023 | IVW | 76 | $6 | 12/31/2023 | Webster Bank N. A. | 49 | $4 | 03/31/2024 | IVW | 49 | $4 | 03/31/2024 | City State Bank | 43 | $4 | 03/31/2024 | IVW | 43 | $4 | 03/31/2024 | Register Financial Advisors LLC | 53 | $4 | 03/31/2024 | IVW | 53 | $4 | 03/31/2024 | Thompson Investment Management Inc. | 39 | $3 | 03/31/2024 | IVW | 39 | $3 | 03/31/2024 | Howe & Rusling Inc. | 44 | $3 | 12/31/2023 | IVW | 44 | $3 | 12/31/2023 | Caldwell Sutter Capital Inc. | 21 | $2 | 03/31/2024 | IVW | 21 | $2 | 03/31/2024 | DHJJ Financial Advisors Ltd. | 28 | $2 | 03/31/2024 | IVW | 28 | $2 | 03/31/2024 | Paladin Advisory Group LLC | 20 | $2 | 12/31/2023 | IVW | 20 | $2 | 12/31/2023 | Impact Partnership Wealth LLC | 28 | $2 | 12/31/2023 | IVW | 28 | $2 | 12/31/2023 | Arcadia Investment Management Corp MI | 10 | $1 | 03/31/2024 | IVW | 10 | $1 | 03/31/2024 | M&R Capital Management Inc. | 15 | $1 | 03/31/2024 | IVW | 15 | $1 | 03/31/2024 | Iron Horse Wealth Management LLC | 9 | $1 | 03/31/2024 | IVW | 9 | $1 | 03/31/2024 | Piscataqua Savings Bank | 1 | $0 | 03/31/2024 | IVW | 1 | $0 | 03/31/2024 | Belvedere Trading LLC | | $-51 | 12/31/2023 | Put | 2,000 | $150 | 12/31/2023 | Call | 1,300 | $98 | 12/31/2023 | IVW | 8 | $1 | 12/31/2023 | Mendel Money Management | | $-387,516 | 12/31/2023 | Put | 5,160 | $387,516 | 12/31/2023 | Curated Wealth Partners LLC | 7,965 | $-672,565 | 03/31/2024 | Put | 7,965 | $672,565 | 03/31/2024 |
See Summary: Institutional Holders of IVW
See Details: Top 10 Hedge Funds Holding IVW
Also See: IVW Holdings Changes
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