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On this page, we present all of the funds holding IUSB from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding IUSB, with a link to that fund's top holdings. The next columns
indicate the amount of IUSB stock held by each of the funds holding IUSB, followed by the IUSB position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 615 funds holding IUSB within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Envestnet Asset Management Inc.. For more details on the positions held by Envestnet Asset Management Inc.
(or by any of the other funds holding IUSB), click the fund name in the "Holder" column of the funds-holding-IUSB table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Envestnet Asset Management Inc. | 100,340,729 | $4,622,697 | 12/31/2023 | IUSB | 100,340,729 | $4,622,697 | 12/31/2023 | BlackRock Inc. | 60,444,091 | $2,784,659 | 12/31/2023 | IUSB | 60,444,091 | $2,784,659 | 12/31/2023 | Jones Financial Companies Lllp | 47,864,940 | $2,205,138 | 12/31/2023 | IUSB | 47,864,940 | $2,205,138 | 12/31/2023 | Wells Fargo & Company MN | 36,163,705 | $1,666,062 | 12/31/2023 | IUSB | 36,163,705 | $1,666,062 | 12/31/2023 | LPL Financial LLC | 23,034,909 | $1,061,218 | 12/31/2023 | IUSB | 23,034,909 | $1,061,218 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 20,359,555 | $937,979 | 12/31/2023 | IUSB | 20,359,555 | $937,979 | 12/31/2023 | CWM LLC | 16,371,586 | $754,239 | 12/31/2023 | IUSB | 16,371,586 | $754,239 | 12/31/2023 | Morgan Stanley | 14,557,316 | $670,656 | 12/31/2023 | IUSB | 14,557,316 | $670,656 | 12/31/2023 | Envestnet Portfolio Solutions Inc. | 14,242,233 | $656,140 | 12/31/2023 | IUSB | 14,242,233 | $656,140 | 12/31/2023 | JPMorgan Chase & Co. | 11,853,701 | $546,099 | 12/31/2023 | IUSB | 11,853,701 | $546,099 | 12/31/2023 | Advisor Group Holdings Inc. | 9,184,007 | $423,167 | 12/31/2023 | IUSB | 9,184,007 | $423,167 | 12/31/2023 | Park Avenue Securities LLC | 7,836,582 | $361,031 | 12/31/2023 | IUSB | 7,836,582 | $361,031 | 12/31/2023 | Ameriprise Financial Inc. | 7,675,411 | $353,381 | 12/31/2023 | IUSB | 7,675,411 | $353,381 | 12/31/2023 | Janney Montgomery Scott LLC | 5,922,890 | $272,868 | 12/31/2023 | IUSB | 5,922,890 | $272,868 | 12/31/2023 | MML Investors Services LLC | 5,137,998 | $236,708 | 12/31/2023 | IUSB | 5,137,998 | $236,708 | 12/31/2023 | The PNC Financial Services Group Inc. | 4,867,224 | $224,233 | 12/31/2023 | IUSB | 4,867,224 | $224,233 | 12/31/2023 | Bank of New York Mellon Corp | 4,692,076 | $216,164 | 12/31/2023 | IUSB | 4,692,076 | $216,164 | 12/31/2023 | Mariner LLC | 4,631,400 | $213,369 | 12/31/2023 | IUSB | 4,631,400 | $213,369 | 12/31/2023 | United Capital Financial Advisers LLC | 4,306,941 | $198,421 | 12/31/2023 | IUSB | 4,306,941 | $198,421 | 12/31/2023 | Cetera Investment Advisers | 3,763,442 | $173,382 | 12/31/2023 | IUSB | 3,763,442 | $173,382 | 12/31/2023 | Resources Investment Advisors LLC. | 3,721,913 | $171,469 | 12/31/2023 | IUSB | 3,721,913 | $171,469 | 12/31/2023 | SigFig Wealth Management LLC | 3,356,451 | $154,631 | 12/31/2023 | IUSB | 3,356,451 | $154,631 | 12/31/2023 | Allworth Financial LP | 2,553,791 | $117,653 | 12/31/2023 | IUSB | 2,553,791 | $117,653 | 12/31/2023 | Commonwealth Equity Services LLC | 2,537,754 | $116,914 | 12/31/2023 | IUSB | 2,537,754 | $116,914 | 12/31/2023 | Bank of America Corp DE | 2,502,171 | $115,275 | 12/31/2023 | IUSB | 2,502,171 | $115,275 | 12/31/2023 | Private Ocean LLC | 2,460,176 | $113,340 | 12/31/2023 | IUSB | 2,460,176 | $113,340 | 12/31/2023 | Royal Bank of Canada | 2,246,725 | $103,507 | 12/31/2023 | IUSB | 2,246,725 | $103,507 | 12/31/2023 | Foundations Investment Advisors LLC | 2,201,089 | $101,536 | 12/31/2023 | IUSB | 2,201,089 | $101,536 | 12/31/2023 | Financial Gravity Asset Management Inc. | 2,096,776 | $96,598 | 12/31/2023 | IUSB | 2,096,776 | $96,598 | 12/31/2023 | Raymond James & Associates | 2,094,989 | $96,516 | 12/31/2023 | IUSB | 2,094,989 | $96,516 | 12/31/2023 | Mcmorgan & Co. LLC | 1,870,623 | $86,180 | 12/31/2023 | IUSB | 1,870,623 | $86,180 | 12/31/2023 | Stifel Financial Corp | 1,820,533 | $83,872 | 12/31/2023 | IUSB | 1,820,533 | $83,872 | 12/31/2023 | UBS Group AG | 1,723,704 | $79,411 | 12/31/2023 | IUSB | 1,723,704 | $79,411 | 12/31/2023 | JB Capital LLC | 1,691,229 | $77,915 | 12/31/2023 | IUSB | 1,691,229 | $77,915 | 12/31/2023 | Natixis Advisors L.P. | 1,624,298 | $74,831 | 12/31/2023 | IUSB | 1,624,298 | $74,831 | 12/31/2023 | Cetera Advisor Networks LLC | 1,516,003 | $69,842 | 12/31/2023 | IUSB | 1,516,003 | $69,842 | 12/31/2023 | Atria Wealth Solutions Inc. | 1,496,638 | $68,950 | 12/31/2023 | IUSB | 1,496,638 | $68,950 | 12/31/2023 | Signature Estate & Investment Advisors LLC | 1,467,959 | $67,629 | 12/31/2023 | IUSB | 1,467,959 | $67,629 | 12/31/2023 | First Ascent Asset Management LLC | 1,395,540 | $64,293 | 12/31/2023 | IUSB | 1,395,540 | $64,293 | 12/31/2023 | US Bancorp DE | 1,352,463 | $62,308 | 12/31/2023 | IUSB | 1,352,463 | $62,308 | 12/31/2023 | Morningstar Investment Services LLC | 1,237,348 | $57,104 | 12/31/2023 | IUSB | 1,237,348 | $57,104 | 12/31/2023 | FMR LLC | 1,212,081 | $55,841 | 12/31/2023 | IUSB | 1,212,081 | $55,841 | 12/31/2023 | Assetmark Inc. | 1,176,513 | $54,202 | 12/31/2023 | IUSB | 1,176,513 | $54,202 | 12/31/2023 | Cetera Advisors LLC | 1,146,518 | $52,820 | 12/31/2023 | IUSB | 1,146,518 | $52,820 | 12/31/2023 | Compass Ion Advisors LLC | 1,116,504 | $51,437 | 12/31/2023 | IUSB | 1,116,504 | $51,437 | 12/31/2023 | Change Path LLC | 1,114,216 | $51,332 | 12/31/2023 | IUSB | 1,114,216 | $51,332 | 12/31/2023 | GM Advisory Group Inc. | 1,112,134 | $51,236 | 12/31/2023 | IUSB | 1,112,134 | $51,236 | 12/31/2023 | GWM Advisors LLC | 1,091,368 | $50,127 | 12/31/2023 | IUSB | 1,091,368 | $50,127 | 12/31/2023 | Sharkey Howes & Javer | 1,086,383 | $50,050 | 12/31/2023 | IUSB | 1,086,383 | $50,050 | 12/31/2023 | Atria Investments LLC | 1,008,723 | $46,472 | 12/31/2023 | IUSB | 1,008,723 | $46,472 | 12/31/2023 | Prudential Financial Inc. | 963,024 | $44,367 | 12/31/2023 | IUSB | 963,024 | $44,367 | 12/31/2023 | Sontag Advisory LLC | 935,153 | $43,083 | 12/31/2023 | IUSB | 935,153 | $43,083 | 12/31/2023 | High Falls Advisors Inc | 916,992 | $42,246 | 12/31/2023 | IUSB | 916,992 | $42,246 | 12/31/2023 | AE Wealth Management LLC | 907,229 | $41,361 | 12/31/2023 | IUSB | 907,229 | $41,361 | 12/31/2023 | Baird Financial Group Inc. | 882,669 | $40,665 | 12/31/2023 | IUSB | 882,669 | $40,665 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 878,322 | $40,464 | 12/31/2023 | IUSB | 878,322 | $40,464 | 12/31/2023 | Keybank National Association OH | 833,530 | $38,401 | 12/31/2023 | IUSB | 833,530 | $38,401 | 12/31/2023 | Invst LLC | 811,414 | $37,017 | 12/31/2023 | IUSB | 811,414 | $37,017 | 12/31/2023 | Icon Wealth Partners LLC | 846,668 | $37,012 | 09/30/2023 | IUSB | 846,668 | $37,012 | 09/30/2023 | Ronald Blue Trust Inc. | 842,621 | $36,836 | 12/31/2023 | IUSB | 842,621 | $36,836 | 12/31/2023 | Icon Wealth Advisors LLC | 750,297 | $34,566 | 12/31/2023 | IUSB | 750,297 | $34,566 | 12/31/2023 | GYL Financial Synergies LLC | 742,256 | $34,196 | 12/31/2023 | IUSB | 742,256 | $34,196 | 12/31/2023 | Diversified Portfolios Inc. | 714,415 | $32,913 | 12/31/2023 | IUSB | 714,415 | $32,913 | 12/31/2023 | Thrivent Financial for Lutherans | 714,056 | $32,897 | 12/31/2023 | IUSB | 714,056 | $32,897 | 12/31/2023 | Truist Financial Corp | 692,420 | $31,900 | 12/31/2023 | IUSB | 692,420 | $31,900 | 12/31/2023 | G2 Capital Management LLC OH | 691,459 | $31,856 | 12/31/2023 | IUSB | 691,459 | $31,856 | 12/31/2023 | Destination Wealth Management | 681,665 | $31,404 | 12/31/2023 | IUSB | 681,665 | $31,404 | 12/31/2023 | Regions Financial Corp | 676,358 | $31,160 | 12/31/2023 | IUSB | 676,358 | $31,160 | 12/31/2023 | Comerica Securities Inc. | 701,413 | $30,662 | 09/30/2023 | IUSB | 701,413 | $30,662 | 09/30/2023 | STA Wealth Management LLC | 616,471 | $28,401 | 12/31/2023 | IUSB | 616,471 | $28,401 | 12/31/2023 | Affinity Capital Advisors LLC | 614,659 | $28,317 | 12/31/2023 | IUSB | 614,659 | $28,317 | 12/31/2023 | PAX Financial Group LLC | 617,775 | $28,072 | 12/31/2023 | IUSB | 617,775 | $28,072 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 605,722 | $27,906 | 12/31/2023 | IUSB | 605,722 | $27,906 | 12/31/2023 | Farther Finance Advisors LLC | 598,989 | $27,595 | 12/31/2023 | IUSB | 598,989 | $27,595 | 12/31/2023 | Avantax Advisory Services Inc. | 598,049 | $27,552 | 12/31/2023 | IUSB | 598,049 | $27,552 | 12/31/2023 | Jacobson & Schmitt Advisors LLC | 590,185 | $27,190 | 12/31/2023 | IUSB | 590,185 | $27,190 | 12/31/2023 | Orion Portfolio Solutions LLC | 591,457 | $27,053 | 12/31/2023 | IUSB | 591,457 | $27,053 | 12/31/2023 | Arden Trust Co | 552,716 | $25,464 | 12/31/2023 | IUSB | 552,716 | $25,464 | 12/31/2023 | Steel Peak Wealth Management LLC | 548,232 | $25,257 | 12/31/2023 | IUSB | 548,232 | $25,257 | 12/31/2023 | Bank of Hawaii | 533,811 | $24,593 | 12/31/2023 | IUSB | 533,811 | $24,593 | 12/31/2023 | Horst & Graben Wealth Management LLC | 511,303 | $23,556 | 12/31/2023 | IUSB | 511,303 | $23,556 | 12/31/2023 | Stone House Investment Management LLC | 505,277 | $23,278 | 12/31/2023 | IUSB | 505,277 | $23,278 | 12/31/2023 | Wealth Group Ltd | 501,321 | $22,870 | 12/31/2023 | IUSB | 501,321 | $22,870 | 12/31/2023 | Stash Investments LLC | 483,384 | $22,270 | 12/31/2023 | IUSB | 483,384 | $22,270 | 12/31/2023 | BCJ Capital Management LLC | 480,265 | $22,126 | 12/31/2023 | IUSB | 480,265 | $22,126 | 12/31/2023 | Benchmark Investment Advisors LLC | 480,265 | $22,126 | 12/31/2023 | IUSB | 480,265 | $22,126 | 12/31/2023 | ORG Partners LLC | 480,002 | $22,114 | 12/31/2023 | IUSB | 480,002 | $22,114 | 12/31/2023 | Proequities Inc. | 479,161 | $22,075 | 12/31/2023 | IUSB | 479,161 | $22,075 | 12/31/2023 | Brookstone Capital Management | 471,419 | $21,718 | 12/31/2023 | IUSB | 471,419 | $21,718 | 12/31/2023 | National Asset Management Inc. | 469,741 | $21,641 | 12/31/2023 | IUSB | 469,741 | $21,641 | 12/31/2023 | Girard Partners LTD. | 459,517 | $21,170 | 12/31/2023 | IUSB | 459,517 | $21,170 | 12/31/2023 | CI Private Wealth LLC | 450,844 | $20,770 | 12/31/2023 | IUSB | 450,844 | $20,770 | 12/31/2023 | Kestra Advisory Services LLC | 445,716 | $20,534 | 12/31/2023 | IUSB | 445,716 | $20,534 | 12/31/2023 | Williams Financial LLC | 442,620 | $20,392 | 12/31/2023 | IUSB | 442,620 | $20,392 | 12/31/2023 | TNF LLC | 438,288 | $20,056 | 12/31/2023 | IUSB | 438,288 | $20,056 | 12/31/2023 | ZRC Wealth Management LLC | 443,224 | $19,413 | 12/31/2023 | IUSB | 443,224 | $19,413 | 12/31/2023 | ONE Advisory Partners LLC | 415,197 | $19,128 | 12/31/2023 | IUSB | 415,197 | $19,128 | 12/31/2023 | Austin Private Wealth LLC | 392,019 | $18,060 | 12/31/2023 | IUSB | 392,019 | $18,060 | 12/31/2023 | Firestone Capital Management | 391,773 | $18,049 | 12/31/2023 | IUSB | 391,773 | $18,049 | 12/31/2023 | Perigon Wealth Management LLC | 390,663 | $17,998 | 12/31/2023 | IUSB | 390,663 | $17,998 | 12/31/2023 | Keystone Financial Services | 385,148 | $17,744 | 12/31/2023 | IUSB | 385,148 | $17,744 | 12/31/2023 | Bay Harbor Wealth Management LLC | 381,398 | $17,571 | 12/31/2023 | IUSB | 381,398 | $17,571 | 12/31/2023 | Retirement Capital Strategies | 375,300 | $17,290 | 12/31/2023 | IUSB | 375,300 | $17,290 | 12/31/2023 | Tennessee Valley Asset Management Partners | 371,411 | $17,111 | 12/31/2023 | IUSB | 371,411 | $17,111 | 12/31/2023 | HighTower Advisors LLC | 371,323 | $17,104 | 12/31/2023 | IUSB | 371,323 | $17,104 | 12/31/2023 | Financial Life Advisors | 363,454 | $16,744 | 12/31/2023 | IUSB | 363,454 | $16,744 | 12/31/2023 | Integrated Wealth Concepts LLC | 361,768 | $16,667 | 12/31/2023 | IUSB | 361,768 | $16,667 | 12/31/2023 | D.A. Davidson & CO. | 354,268 | $16,321 | 12/31/2023 | IUSB | 354,268 | $16,321 | 12/31/2023 | CFS Investment Advisory Services LLC | 341,586 | $15,737 | 12/31/2023 | IUSB | 341,586 | $15,737 | 12/31/2023 | Stokes Family Office LLC | 330,359 | $15,220 | 12/31/2023 | IUSB | 330,359 | $15,220 | 12/31/2023 | Spire Wealth Management | 334,061 | $15,213 | 12/31/2023 | IUSB | 334,061 | $15,213 | 12/31/2023 | Strategic Blueprint LLC | 329,991 | $15,203 | 12/31/2023 | IUSB | 329,991 | $15,203 | 12/31/2023 | RFG Advisory LLC | 328,035 | $15,113 | 12/31/2023 | IUSB | 328,035 | $15,113 | 12/31/2023 | Wealth Alliance | 324,026 | $14,928 | 12/31/2023 | IUSB | 324,026 | $14,928 | 12/31/2023 | Spectrum Wealth Counsel LLC | 321,773 | $14,824 | 12/31/2023 | IUSB | 321,773 | $14,824 | 12/31/2023 | 9258 Wealth Management LLC | 315,951 | $14,556 | 12/31/2023 | IUSB | 315,951 | $14,556 | 12/31/2023 | Opes Wealth Management LLC | 312,275 | $14,387 | 12/31/2023 | IUSB | 312,275 | $14,387 | 12/31/2023 | Merit Financial Group LLC | 300,285 | $13,834 | 12/31/2023 | IUSB | 300,285 | $13,834 | 12/31/2023 | Global Strategic Investment Solutions LLC | 297,051 | $13,685 | 12/31/2023 | IUSB | 297,051 | $13,685 | 12/31/2023 | One Wealth Advisors LLC | 285,570 | $13,156 | 12/31/2023 | IUSB | 285,570 | $13,156 | 12/31/2023 | True Vision MN LLC | 280,764 | $12,935 | 12/31/2023 | IUSB | 280,764 | $12,935 | 12/31/2023 | Hoxton Planning & Management LLC | 279,759 | $12,888 | 12/31/2023 | IUSB | 279,759 | $12,888 | 12/31/2023 | Valley National Advisers Inc. | 269,551 | $12,417 | 12/31/2023 | IUSB | 269,551 | $12,417 | 12/31/2023 | Regal Investment Advisors LLC | 264,003 | $12,163 | 12/31/2023 | IUSB | 264,003 | $12,163 | 12/31/2023 | Liberty Wealth Management LLC | 260,525 | $11,999 | 12/31/2023 | IUSB | 260,525 | $11,999 | 12/31/2023 | Smith Salley & Associates | 253,496 | $11,678 | 12/31/2023 | IUSB | 253,496 | $11,678 | 12/31/2023 | Trust Point Inc. | 253,221 | $11,666 | 12/31/2023 | IUSB | 253,221 | $11,666 | 12/31/2023 | TSA Wealth Managment LLC | 251,116 | $11,569 | 12/31/2023 | IUSB | 251,116 | $11,569 | 12/31/2023 | Tiemann Investment Advisors LLC | 249,532 | $11,496 | 12/31/2023 | IUSB | 249,532 | $11,496 | 12/31/2023 | Mutual Advisors LLC | 249,366 | $11,488 | 12/31/2023 | IUSB | 249,366 | $11,488 | 12/31/2023 | Forum Private Client Group LLC | 240,692 | $11,089 | 12/31/2023 | IUSB | 240,692 | $11,089 | 12/31/2023 | PFG Advisors | 239,326 | $11,026 | 12/31/2023 | IUSB | 239,326 | $11,026 | 12/31/2023 | Shared Vision Wealth Group LLC | 238,877 | $11,005 | 12/31/2023 | IUSB | 238,877 | $11,005 | 12/31/2023 | Orgel Wealth Management LLC | 232,163 | $10,696 | 12/31/2023 | IUSB | 232,163 | $10,696 | 12/31/2023 | Security Financial Services INC. | 230,213 | $10,606 | 12/31/2023 | IUSB | 230,213 | $10,606 | 12/31/2023 | Wintrust Investments LLC | 229,707 | $10,583 | 12/31/2023 | IUSB | 229,707 | $10,583 | 12/31/2023 | Oarsman Capital Inc. | 222,906 | $10,269 | 12/31/2023 | IUSB | 222,906 | $10,269 | 12/31/2023 | Comerica Bank | 221,944 | $10,225 | 12/31/2023 | IUSB | 221,944 | $10,225 | 12/31/2023 | WealthShield Partners LLC | 215,083 | $9,909 | 12/31/2023 | IUSB | 215,083 | $9,909 | 12/31/2023 | R. W. Roge & Company Inc. | 212,732 | $9,800 | 12/31/2023 | IUSB | 212,732 | $9,800 | 12/31/2023 | Day & Ennis LLC | 212,258 | $9,779 | 12/31/2023 | IUSB | 212,258 | $9,779 | 12/31/2023 | Quotient Wealth Partners LLC | 211,534 | $9,745 | 12/31/2023 | IUSB | 211,534 | $9,745 | 12/31/2023 | Sowell Financial Services LLC | 201,574 | $9,287 | 12/31/2023 | IUSB | 201,574 | $9,287 | 12/31/2023 | Centurion Wealth Management LLC | 196,114 | $9,035 | 12/31/2023 | IUSB | 196,114 | $9,035 | 12/31/2023 | Simplicity Wealth LLC | 195,811 | $9,021 | 12/31/2023 | IUSB | 195,811 | $9,021 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 191,551 | $8,825 | 12/31/2023 | IUSB | 191,551 | $8,825 | 12/31/2023 | Private Advisor Group LLC | 190,977 | $8,798 | 12/31/2023 | IUSB | 190,977 | $8,798 | 12/31/2023 | Ancora Advisors LLC | 185,495 | $8,546 | 12/31/2023 | IUSB | 185,495 | $8,546 | 12/31/2023 | Tradition Wealth Management LLC | 181,559 | $8,364 | 12/31/2023 | IUSB | 181,559 | $8,364 | 12/31/2023 | My Legacy Advisors LLC | 180,358 | $8,280 | 12/31/2023 | IUSB | 180,358 | $8,280 | 12/31/2023 | Galvin Gaustad & Stein LLC | 179,399 | $8,265 | 12/31/2023 | IUSB | 179,399 | $8,265 | 12/31/2023 | Dfpg Investments LLC | 177,413 | $8,140 | 12/31/2023 | IUSB | 177,413 | $8,140 | 12/31/2023 | Stratos Wealth Advisors LLC | 173,939 | $8,013 | 12/31/2023 | IUSB | 173,939 | $8,013 | 12/31/2023 | Apeiron RIA LLC | 166,683 | $7,679 | 12/31/2023 | IUSB | 166,683 | $7,679 | 12/31/2023 | Lodestar Private Asset Management LLC | 160,554 | $7,397 | 12/31/2023 | IUSB | 160,554 | $7,397 | 12/31/2023 | Stonebrook Private Inc. | 159,477 | $7,347 | 12/31/2023 | IUSB | 159,477 | $7,347 | 12/31/2023 | Cypress Wealth Services LLC | 155,603 | $7,169 | 12/31/2023 | IUSB | 155,603 | $7,169 | 12/31/2023 | FFG Retirement Advisors LLC | 154,192 | $7,104 | 12/31/2023 | IUSB | 154,192 | $7,104 | 12/31/2023 | Focus Financial Network Inc. ADV | 151,719 | $6,990 | 12/31/2023 | IUSB | 151,719 | $6,990 | 12/31/2023 | Mosley Wealth Management | 151,666 | $6,987 | 12/31/2023 | IUSB | 151,666 | $6,987 | 12/31/2023 | Gallagher Fiduciary Advisors LLC | 150,407 | $6,929 | 12/31/2023 | IUSB | 150,407 | $6,929 | 12/31/2023 | WCG Wealth Advisors LLC | 150,000 | $6,910 | 12/31/2023 | IUSB | 150,000 | $6,910 | 12/31/2023 | Summit Financial LLC | 149,971 | $6,909 | 12/31/2023 | IUSB | 149,971 | $6,909 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 149,956 | $6,908 | 12/31/2023 | IUSB | 149,956 | $6,908 | 12/31/2023 | Triangle Securities Wealth Management | 148,883 | $6,859 | 12/31/2023 | IUSB | 148,883 | $6,859 | 12/31/2023 | Kickstand Ventures LLC. | 148,659 | $6,849 | 12/31/2023 | IUSB | 148,659 | $6,849 | 12/31/2023 | Paradigm Financial Partners LLC | 148,608 | $6,846 | 12/31/2023 | IUSB | 148,608 | $6,846 | 12/31/2023 | LVW Advisors LLC | 147,966 | $6,817 | 12/31/2023 | IUSB | 147,966 | $6,817 | 12/31/2023 | West Wealth Group LLC | 146,564 | $6,752 | 12/31/2023 | IUSB | 146,564 | $6,752 | 12/31/2023 | Csenge Advisory Group | 145,886 | $6,721 | 12/31/2023 | IUSB | 145,886 | $6,721 | 12/31/2023 | RCS Financial Planning LLC | 143,623 | $6,617 | 12/31/2023 | IUSB | 143,623 | $6,617 | 12/31/2023 | Apollon Wealth Management LLC | 139,324 | $6,419 | 12/31/2023 | IUSB | 139,324 | $6,419 | 12/31/2023 | Swmg LLC | 134,402 | $6,192 | 12/31/2023 | IUSB | 134,402 | $6,192 | 12/31/2023 | Copperleaf Capital LLC | 131,813 | $6,073 | 12/31/2023 | IUSB | 131,813 | $6,073 | 12/31/2023 | CFO4Life Group LLC | 130,810 | $6,026 | 12/31/2023 | IUSB | 130,810 | $6,026 | 12/31/2023 | Advisory Services Network LLC | 129,752 | $5,978 | 12/31/2023 | IUSB | 129,752 | $5,978 | 12/31/2023 | Conscious Wealth Investments LLC | 130,397 | $5,953 | 12/31/2023 | IUSB | 130,397 | $5,953 | 12/31/2023 | Lincoln National Corp | 128,900 | $5,938 | 12/31/2023 | IUSB | 128,900 | $5,938 | 12/31/2023 | Dohj LLC | 126,498 | $5,828 | 12/31/2023 | IUSB | 126,498 | $5,828 | 12/31/2023 | First Horizon Advisors Inc. | 126,133 | $5,811 | 12/31/2023 | IUSB | 126,133 | $5,811 | 12/31/2023 | Twelve Points Wealth Management LLC | 124,774 | $5,748 | 12/31/2023 | IUSB | 124,774 | $5,748 | 12/31/2023 | Principal Securities Inc. | 120,804 | $5,565 | 12/31/2023 | IUSB | 120,804 | $5,565 | 12/31/2023 | Mayflower Financial Advisors LLC | 119,123 | $5,488 | 12/31/2023 | IUSB | 119,123 | $5,488 | 12/31/2023 | Patton Albertson Miller Group LLC | 117,401 | $5,409 | 12/31/2023 | IUSB | 117,401 | $5,409 | 12/31/2023 | PFW Advisors LLC | 116,859 | $5,384 | 12/31/2023 | IUSB | 116,859 | $5,384 | 12/31/2023 | Mount Yale Investment Advisors LLC | 116,749 | $5,379 | 12/31/2023 | IUSB | 116,749 | $5,379 | 12/31/2023 | Westside Investment Management Inc. | 115,972 | $5,343 | 12/31/2023 | IUSB | 115,972 | $5,343 | 12/31/2023 | Snowden Capital Advisors LLC | 115,497 | $5,321 | 12/31/2023 | IUSB | 115,497 | $5,321 | 12/31/2023 | Client 1ST Advisory Group LLC | 113,000 | $5,206 | 12/31/2023 | IUSB | 113,000 | $5,206 | 12/31/2023 | Squarepoint Ops LLC | 112,393 | $5,178 | 12/31/2023 | IUSB | 112,393 | $5,178 | 12/31/2023 | Rockefeller Capital Management L.P. | 111,922 | $5,156 | 12/31/2023 | IUSB | 111,922 | $5,156 | 12/31/2023 | TRUE Private Wealth Advisors | 111,085 | $5,118 | 12/31/2023 | IUSB | 111,085 | $5,118 | 12/31/2023 | Hoese & Co LLP | 113,856 | $5,089 | 12/31/2023 | IUSB | 113,856 | $5,089 | 12/31/2023 | MBA Advisors LLC | 109,832 | $5,060 | 12/31/2023 | IUSB | 109,832 | $5,060 | 12/31/2023 | Braun Bostich & Associates Inc. | 109,355 | $5,038 | 12/31/2023 | IUSB | 109,355 | $5,038 | 12/31/2023 | Townsquare Capital LLC | 106,641 | $4,913 | 12/31/2023 | IUSB | 106,641 | $4,913 | 12/31/2023 | Provence Wealth Management Group | 105,908 | $4,879 | 12/31/2023 | IUSB | 105,908 | $4,879 | 12/31/2023 | Northwest Capital Management Inc | 105,889 | $4,878 | 12/31/2023 | IUSB | 105,889 | $4,878 | 12/31/2023 | Captrust Financial Advisors | 105,210 | $4,847 | 12/31/2023 | IUSB | 105,210 | $4,847 | 12/31/2023 | Life Planning Partners Inc | 104,339 | $4,807 | 12/31/2023 | IUSB | 104,339 | $4,807 | 12/31/2023 | One Wealth Management Investment & Advisory Services LLC | 103,780 | $4,781 | 12/31/2023 | IUSB | 103,780 | $4,781 | 12/31/2023 | Worth Financial Advisory Group LLC | 103,342 | $4,761 | 12/31/2023 | IUSB | 103,342 | $4,761 | 12/31/2023 | Forthright Family Wealth Advisory LLC | 102,921 | $4,742 | 12/31/2023 | IUSB | 102,921 | $4,742 | 12/31/2023 | Goldman Sachs Group Inc. | 101,583 | $4,680 | 12/31/2023 | IUSB | 101,583 | $4,680 | 12/31/2023 | Royal Fund Management LLC | 100,370 | $4,624 | 12/31/2023 | IUSB | 100,370 | $4,624 | 12/31/2023 | Andina Capital Management LLC | 100,070 | $4,610 | 12/31/2023 | IUSB | 100,070 | $4,610 | 12/31/2023 | River & Mercantile LLC | 94,670 | $4,361 | 12/31/2023 | IUSB | 94,670 | $4,361 | 12/31/2023 | Global Retirement Partners LLC | 93,912 | $4,292 | 12/31/2023 | IUSB | 93,912 | $4,292 | 12/31/2023 | Venturi Wealth Management LLC | 93,043 | $4,287 | 12/31/2023 | IUSB | 93,043 | $4,287 | 12/31/2023 | Regimen Wealth LLC | 92,738 | $4,272 | 12/31/2023 | IUSB | 92,738 | $4,272 | 12/31/2023 | Cliftonlarsonallen Wealth Advisors LLC | 92,226 | $4,249 | 12/31/2023 | IUSB | 92,226 | $4,249 | 12/31/2023 | Signal Advisors Wealth LLC | 91,955 | $4,236 | 12/31/2023 | IUSB | 91,955 | $4,236 | 12/31/2023 | White Lighthouse Investment Management Inc. | 90,666 | $4,177 | 12/31/2023 | IUSB | 90,666 | $4,177 | 12/31/2023 | Keystone Wealth Services LLC | 89,372 | $4,117 | 12/31/2023 | IUSB | 89,372 | $4,117 | 12/31/2023 | Maripau Wealth Management LLC | 89,272 | $4,113 | 12/31/2023 | IUSB | 89,272 | $4,113 | 12/31/2023 | Peninsula Wealth LLC | 88,841 | $4,093 | 12/31/2023 | IUSB | 88,841 | $4,093 | 12/31/2023 | Verus Capital Partners LLC | 86,857 | $4,002 | 12/31/2023 | IUSB | 86,857 | $4,002 | 12/31/2023 | Capital Planning LLC | 86,590 | $3,989 | 12/31/2023 | IUSB | 86,590 | $3,989 | 12/31/2023 | Actinver Wealth Management Inc. | 83,457 | $3,845 | 12/31/2023 | IUSB | 83,457 | $3,845 | 12/31/2023 | Pensionmark Financial Group LLC | 81,562 | $3,758 | 12/31/2023 | IUSB | 81,562 | $3,758 | 12/31/2023 | Harbour Investments Inc. | 81,011 | $3,732 | 12/31/2023 | IUSB | 81,011 | $3,732 | 12/31/2023 | Financial Advocates Investment Management | 79,197 | $3,649 | 12/31/2023 | IUSB | 79,197 | $3,649 | 12/31/2023 | Monticello Wealth Management LLC | 78,344 | $3,609 | 12/31/2023 | IUSB | 78,344 | $3,609 | 12/31/2023 | Park Place Capital Corp | 77,657 | $3,578 | 12/31/2023 | IUSB | 77,657 | $3,578 | 12/31/2023 | Gateway Wealth Partners LLC | 76,251 | $3,513 | 12/31/2023 | IUSB | 76,251 | $3,513 | 12/31/2023 | Transcend Wealth Collective LLC | 75,642 | $3,485 | 12/31/2023 | IUSB | 75,642 | $3,485 | 12/31/2023 | IFP Advisors Inc | 73,542 | $3,388 | 12/31/2023 | IUSB | 73,542 | $3,388 | 12/31/2023 | Capital Analysts LLC | 73,397 | $3,381 | 12/31/2023 | IUSB | 73,397 | $3,381 | 12/31/2023 | Twin Peaks Wealth Advisors LLC | 71,851 | $3,310 | 12/31/2023 | IUSB | 71,851 | $3,310 | 12/31/2023 | Bennett Associates Wealth Management | 70,648 | $3,255 | 12/31/2023 | IUSB | 70,648 | $3,255 | 12/31/2023 | BCU Wealth Advisors LLC | 69,435 | $3,199 | 12/31/2023 | IUSB | 69,435 | $3,199 | 12/31/2023 | AdvisorNet Financial Inc | 69,249 | $3,190 | 12/31/2023 | IUSB | 69,249 | $3,190 | 12/31/2023 | Maia Wealth LLC | 69,085 | $3,183 | 12/31/2023 | IUSB | 69,085 | $3,183 | 12/31/2023 | Firethorn Wealth Partners LLC | 68,929 | $3,176 | 12/31/2023 | IUSB | 68,929 | $3,176 | 12/31/2023 | Robertson Stephens Wealth Management LLC | 68,821 | $3,171 | 12/31/2023 | IUSB | 68,821 | $3,171 | 12/31/2023 | Visionary Wealth Advisors | 65,898 | $3,036 | 12/31/2023 | IUSB | 65,898 | $3,036 | 12/31/2023 | Maxwell Wealth Strategies Inc. | 63,621 | $2,931 | 12/31/2023 | IUSB | 63,621 | $2,931 | 12/31/2023 | Phillips Financial Management LLC | 62,949 | $2,900 | 12/31/2023 | IUSB | 62,949 | $2,900 | 12/31/2023 | Arete Wealth Advisors LLC | 62,803 | $2,893 | 12/31/2023 | IUSB | 62,803 | $2,893 | 12/31/2023 | OLD Mission Capital LLC | 61,797 | $2,847 | 12/31/2023 | IUSB | 61,797 | $2,847 | 12/31/2023 | KFA Private Wealth Group LLC | 60,473 | $2,786 | 12/31/2023 | IUSB | 60,473 | $2,786 | 12/31/2023 | Sunesis Advisors LLC | 60,412 | $2,783 | 12/31/2023 | IUSB | 60,412 | $2,783 | 12/31/2023 | ETF Portfolio Partners Inc. | 59,815 | $2,756 | 12/31/2023 | IUSB | 59,815 | $2,756 | 12/31/2023 | Opal Wealth Advisors LLC | 59,683 | $2,750 | 12/31/2023 | IUSB | 59,683 | $2,750 | 12/31/2023 | FC Advisory LLC | 59,669 | $2,749 | 12/31/2023 | IUSB | 59,669 | $2,749 | 12/31/2023 | Evolution Wealth Advisors LLC | 59,603 | $2,746 | 12/31/2023 | IUSB | 59,603 | $2,746 | 12/31/2023 | Windsor Group LTD | 62,574 | $2,735 | 09/30/2023 | IUSB | 62,574 | $2,735 | 09/30/2023 | Savvy Advisors Inc. | 59,346 | $2,734 | 12/31/2023 | IUSB | 59,346 | $2,734 | 12/31/2023 | Steward Partners Investment Advisory LLC | 59,041 | $2,720 | 12/31/2023 | IUSB | 59,041 | $2,720 | 12/31/2023 | Redwood Investment Management LLC | 57,306 | $2,640 | 12/31/2023 | IUSB | 57,306 | $2,640 | 12/31/2023 | Wealthstar Advisors LLC | 56,960 | $2,624 | 12/31/2023 | IUSB | 56,960 | $2,624 | 12/31/2023 | Bush Investment Group LLC | 57,111 | $2,605 | 12/31/2023 | IUSB | 57,111 | $2,605 | 12/31/2023 | IFG Advisory LLC | 56,020 | $2,581 | 12/31/2023 | IUSB | 56,020 | $2,581 | 12/31/2023 | Prime Capital Investment Advisors LLC | 55,881 | $2,574 | 12/31/2023 | IUSB | 55,881 | $2,574 | 12/31/2023 | Financial Engines Advisors L.L.C. | 55,701 | $2,566 | 12/31/2023 | IUSB | 55,701 | $2,566 | 12/31/2023 | Kraft Davis & Associates LLC | 56,158 | $2,560 | 12/31/2023 | IUSB | 56,158 | $2,560 | 12/31/2023 | Hanlon Investment Management Inc. | 55,541 | $2,559 | 12/31/2023 | IUSB | 55,541 | $2,559 | 12/31/2023 | Dynamic Advisor Solutions LLC | 54,819 | $2,499 | 12/31/2023 | IUSB | 54,819 | $2,499 | 12/31/2023 | Ignite Planners LLC | 54,359 | $2,492 | 12/31/2023 | IUSB | 54,359 | $2,492 | 12/31/2023 | Montecito Bank & Trust | 52,669 | $2,426 | 12/31/2023 | IUSB | 52,669 | $2,426 | 12/31/2023 | Retireful LLC | 52,570 | $2,422 | 12/31/2023 | IUSB | 52,570 | $2,422 | 12/31/2023 | Concorde Asset Management LLC | 52,228 | $2,406 | 12/31/2023 | IUSB | 52,228 | $2,406 | 12/31/2023 | Apella Capital LLC | 50,609 | $2,311 | 12/31/2023 | IUSB | 50,609 | $2,311 | 12/31/2023 | U.S. Capital Wealth Advisors LLC | 49,747 | $2,292 | 12/31/2023 | IUSB | 49,747 | $2,292 | 12/31/2023 | Investment Advisory Group LLC | 49,456 | $2,278 | 12/31/2023 | IUSB | 49,456 | $2,278 | 12/31/2023 | Institutional & Family Asset Management LLC | 49,183 | $2,266 | 12/31/2023 | IUSB | 49,183 | $2,266 | 12/31/2023 | NBT Bank N A NY | 47,733 | $2,199 | 12/31/2023 | IUSB | 47,733 | $2,199 | 12/31/2023 | Continuum Advisory LLC | 47,418 | $2,185 | 12/31/2023 | IUSB | 47,418 | $2,185 | 12/31/2023 | Leavell Investment Management Inc. | 47,039 | $2,167 | 12/31/2023 | IUSB | 47,039 | $2,167 | 12/31/2023 | Lansing Street Advisors | 46,786 | $2,155 | 12/31/2023 | IUSB | 46,786 | $2,155 | 12/31/2023 | Creative Financial Designs Inc. ADV | 46,617 | $2,148 | 12/31/2023 | IUSB | 46,617 | $2,148 | 12/31/2023 | Keebeck Wealth Management LLC | 45,546 | $2,098 | 12/31/2023 | IUSB | 45,546 | $2,098 | 12/31/2023 | WealthPLAN Partners LLC | 44,828 | $2,065 | 12/31/2023 | IUSB | 44,828 | $2,065 | 12/31/2023 | BOS Asset Management LLC | 44,685 | $2,059 | 12/31/2023 | IUSB | 44,685 | $2,059 | 12/31/2023 | Patriot Investment Management Inc. | 44,219 | $2,037 | 12/31/2023 | IUSB | 44,219 | $2,037 | 12/31/2023 | MA Private Wealth | 44,116 | $2,032 | 12/31/2023 | IUSB | 44,116 | $2,032 | 12/31/2023 | Geneos Wealth Management Inc. | 43,914 | $2,023 | 12/31/2023 | IUSB | 43,914 | $2,023 | 12/31/2023 | WBH Advisory Inc. | 42,912 | $1,977 | 12/31/2023 | IUSB | 42,912 | $1,977 | 12/31/2023 | Ehrlich Financial Group | 42,253 | $1,947 | 12/31/2023 | IUSB | 42,253 | $1,947 | 12/31/2023 | Citigroup Inc. | 41,516 | $1,913 | 12/31/2023 | IUSB | 41,516 | $1,913 | 12/31/2023 | Leonard Rickey Investment Advisors P.L.L.C. | 41,255 | $1,901 | 12/31/2023 | IUSB | 41,255 | $1,901 | 12/31/2023 | Cooper Financial Group | 41,233 | $1,900 | 12/31/2023 | IUSB | 41,233 | $1,900 | 12/31/2023 | Tempus Wealth Planning LLC | 41,077 | $1,892 | 12/31/2023 | IUSB | 41,077 | $1,892 | 12/31/2023 | Stephens Inc. AR | 41,026 | $1,890 | 12/31/2023 | IUSB | 41,026 | $1,890 | 12/31/2023 | Patriot Financial Group Insurance Agency LLC | 40,852 | $1,882 | 12/31/2023 | IUSB | 40,852 | $1,882 | 12/31/2023 | Aspire Private Capital LLC | 40,056 | $1,845 | 12/31/2023 | IUSB | 40,056 | $1,845 | 12/31/2023 | Sovereign Financial Group Inc. | 39,869 | $1,837 | 12/31/2023 | IUSB | 39,869 | $1,837 | 12/31/2023 | First Heartland Consultants Inc. | 38,911 | $1,796 | 12/31/2023 | IUSB | 38,911 | $1,796 | 12/31/2023 | Alternative Investment Advisors LLC. | 41,009 | $1,793 | 09/30/2023 | IUSB | 41,009 | $1,793 | 09/30/2023 | Nwam LLC | 38,444 | $1,771 | 12/31/2023 | IUSB | 38,444 | $1,771 | 12/31/2023 | Kestra Private Wealth Services LLC | 38,076 | $1,754 | 12/31/2023 | IUSB | 38,076 | $1,754 | 12/31/2023 | Western Wealth Management LLC | 37,001 | $1,705 | 12/31/2023 | IUSB | 37,001 | $1,705 | 12/31/2023 | Iron Financial LLC | 36,748 | $1,693 | 12/31/2023 | IUSB | 36,748 | $1,693 | 12/31/2023 | Absolute Capital Management LLC | 35,845 | $1,651 | 12/31/2023 | IUSB | 35,845 | $1,651 | 12/31/2023 | Columbus Macro LLC | 35,707 | $1,645 | 12/31/2023 | IUSB | 35,707 | $1,645 | 12/31/2023 | Ascent Group LLC | 34,420 | $1,563 | 12/31/2023 | IUSB | 34,420 | $1,563 | 12/31/2023 | Clear Creek Financial Management LLC | 33,791 | $1,557 | 12/31/2023 | IUSB | 33,791 | $1,557 | 12/31/2023 | Appleton Partners Inc. MA | 33,311 | $1,535 | 12/31/2023 | IUSB | 33,311 | $1,535 | 12/31/2023 | Sequoia Financial Advisors LLC | 33,177 | $1,528 | 12/31/2023 | IUSB | 33,177 | $1,528 | 12/31/2023 | Courier Capital LLC | 33,011 | $1,521 | 12/31/2023 | IUSB | 33,011 | $1,521 | 12/31/2023 | Gladstone Institutional Advisory LLC | 31,820 | $1,466 | 12/31/2023 | IUSB | 31,820 | $1,466 | 12/31/2023 | Oliver Lagore Vanvalin Investment Group | 31,746 | $1,463 | 12/31/2023 | IUSB | 31,746 | $1,463 | 12/31/2023 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 31,648 | $1,458 | 12/31/2023 | IUSB | 31,648 | $1,458 | 12/31/2023 | Broadleaf Partners LLC | 31,327 | $1,443 | 12/31/2023 | IUSB | 31,327 | $1,443 | 12/31/2023 | Private Trust Co. NA | 31,085 | $1,432 | 12/31/2023 | IUSB | 31,085 | $1,432 | 12/31/2023 | Buttonwood Financial Group LLC | 30,751 | $1,417 | 12/31/2023 | IUSB | 30,751 | $1,417 | 12/31/2023 | Tritonpoint Wealth LLC | 30,592 | $1,409 | 12/31/2023 | IUSB | 30,592 | $1,409 | 12/31/2023 | Sutton Place Investors LLC | 30,559 | $1,408 | 12/31/2023 | IUSB | 30,559 | $1,408 | 12/31/2023 | Truadvice LLC | 30,702 | $1,340 | 09/30/2023 | IUSB | 30,702 | $1,340 | 09/30/2023 | TrueWealth Advisors LLC | 29,013 | $1,337 | 12/31/2023 | IUSB | 29,013 | $1,337 | 12/31/2023 | Clearview Wealth Advisors LLC | 28,932 | $1,333 | 12/31/2023 | IUSB | 28,932 | $1,333 | 12/31/2023 | Cornerstone Planning Group LLC | 28,689 | $1,322 | 12/31/2023 | IUSB | 28,689 | $1,322 | 12/31/2023 | Renasant Bank | 28,394 | $1,308 | 12/31/2023 | IUSB | 28,394 | $1,308 | 12/31/2023 | Parsons Capital Management Inc. RI | 28,251 | $1,302 | 12/31/2023 | IUSB | 28,251 | $1,302 | 12/31/2023 | Old North State Trust LLC | 29,558 | $1,292 | 09/30/2023 | IUSB | 29,558 | $1,292 | 09/30/2023 | CAP Partners LLC | 27,548 | $1,269 | 12/31/2023 | IUSB | 27,548 | $1,269 | 12/31/2023 | Adroit Compliance LLC | 26,826 | $1,236 | 12/31/2023 | IUSB | 26,826 | $1,236 | 12/31/2023 | Klaas Financial Asset Advisors LLC | 26,826 | $1,236 | 12/31/2023 | IUSB | 26,826 | $1,236 | 12/31/2023 | Strategic Equity Management | 26,833 | $1,236 | 12/31/2023 | IUSB | 26,833 | $1,236 | 12/31/2023 | Resurgent Financial Advisors LLC | 26,703 | $1,230 | 12/31/2023 | IUSB | 26,703 | $1,230 | 12/31/2023 | Linscomb & Williams Inc. | 26,655 | $1,228 | 12/31/2023 | IUSB | 26,655 | $1,228 | 12/31/2023 | Golden State Equity Partners | 26,655 | $1,228 | 12/31/2023 | IUSB | 26,655 | $1,228 | 12/31/2023 | Pettinga Financial Advisors LLC | 26,436 | $1,218 | 12/31/2023 | IUSB | 26,436 | $1,218 | 12/31/2023 | Detalus Advisors LLC | 26,442 | $1,218 | 12/31/2023 | IUSB | 26,442 | $1,218 | 12/31/2023 | Windward Private Wealth Management Inc. | 26,220 | $1,208 | 12/31/2023 | IUSB | 26,220 | $1,208 | 12/31/2023 | Equitable Holdings Inc. | 25,717 | $1,185 | 12/31/2023 | IUSB | 25,717 | $1,185 | 12/31/2023 | Argent Advisors Inc. | 25,634 | $1,181 | 12/31/2023 | IUSB | 25,634 | $1,181 | 12/31/2023 | Charles Schwab Investment Management Inc. | 25,503 | $1,175 | 12/31/2023 | IUSB | 25,503 | $1,175 | 12/31/2023 | Moors & Cabot Inc. | 24,250 | $1,117 | 12/31/2023 | IUSB | 24,250 | $1,117 | 12/31/2023 | Coppell Advisory Solutions LLC | 23,817 | $1,097 | 12/31/2023 | IUSB | 23,817 | $1,097 | 12/31/2023 | Meridian Wealth Partners LLC | 23,595 | $1,087 | 12/31/2023 | IUSB | 23,595 | $1,087 | 12/31/2023 | Qube Research & Technologies Ltd | 23,349 | $1,076 | 12/31/2023 | IUSB | 23,349 | $1,076 | 12/31/2023 | EverSource Wealth Advisors LLC | 23,151 | $1,067 | 12/31/2023 | IUSB | 23,151 | $1,067 | 12/31/2023 | Certus Wealth Management LLC | 23,087 | $1,064 | 12/31/2023 | IUSB | 23,087 | $1,064 | 12/31/2023 | Fragasso Group Inc. | 22,950 | $1,057 | 12/31/2023 | IUSB | 22,950 | $1,057 | 12/31/2023 | Vertex Planning Partners LLC | 22,800 | $1,050 | 12/31/2023 | IUSB | 22,800 | $1,050 | 12/31/2023 | LexAurum Advisors LLC | 22,737 | $1,048 | 12/31/2023 | IUSB | 22,737 | $1,048 | 12/31/2023 | Spectrum Planning & Advisory Services Inc. | 22,624 | $1,042 | 12/31/2023 | IUSB | 22,624 | $1,042 | 12/31/2023 | W.H. Cornerstone Investments Inc. | 22,613 | $1,042 | 12/31/2023 | IUSB | 22,613 | $1,042 | 12/31/2023 | Richard P Slaughter Associates Inc | 22,567 | $1,040 | 12/31/2023 | IUSB | 22,567 | $1,040 | 12/31/2023 | MN Wealth Advisors LLC | 22,422 | $1,033 | 12/31/2023 | IUSB | 22,422 | $1,033 | 12/31/2023 | FinTrust Capital Advisors LLC | 22,243 | $1,025 | 12/31/2023 | IUSB | 22,243 | $1,025 | 12/31/2023 | Creative Planning | 22,216 | $1,024 | 12/31/2023 | IUSB | 22,216 | $1,024 | 12/31/2023 | Richardson Financial Services Inc. | 22,232 | $1,024 | 12/31/2023 | IUSB | 22,232 | $1,024 | 12/31/2023 | Wells Financial Advisors INC | 22,140 | $1,020 | 12/31/2023 | IUSB | 22,140 | $1,020 | 12/31/2023 | Sigma Planning Corp | 22,076 | $1,017 | 12/31/2023 | IUSB | 22,076 | $1,017 | 12/31/2023 | Tarbox Family Office Inc. | 21,892 | $1,009 | 12/31/2023 | IUSB | 21,892 | $1,009 | 12/31/2023 | SageView Advisory Group LLC | 21,789 | $999 | 12/31/2023 | IUSB | 21,789 | $999 | 12/31/2023 | Coldstream Capital Management Inc. | 21,088 | $972 | 12/31/2023 | IUSB | 21,088 | $972 | 12/31/2023 | HBK Sorce Advisory LLC | 21,093 | $972 | 12/31/2023 | IUSB | 21,093 | $972 | 12/31/2023 | Harbor Group Inc. | 20,537 | $946 | 12/31/2023 | IUSB | 20,537 | $946 | 12/31/2023 | Miracle Mile Advisors LLC | 20,052 | $924 | 12/31/2023 | IUSB | 20,052 | $924 | 12/31/2023 | Aveo Capital Partners LLC | 19,902 | $917 | 12/31/2023 | IUSB | 19,902 | $917 | 12/31/2023 | ETF Store Inc. | 19,717 | $908 | 12/31/2023 | IUSB | 19,717 | $908 | 12/31/2023 | Morris Financial Concepts Inc. | 19,496 | $898 | 12/31/2023 | IUSB | 19,496 | $898 | 12/31/2023 | OMNI 360 Wealth Inc. | 19,482 | $898 | 12/31/2023 | IUSB | 19,482 | $898 | 12/31/2023 | Vantage Financial Partners LLC | 19,398 | $894 | 12/31/2023 | IUSB | 19,398 | $894 | 12/31/2023 | Western Financial Corp CA | 19,218 | $885 | 12/31/2023 | IUSB | 19,218 | $885 | 12/31/2023 | RHS Financial LLC | 19,078 | $879 | 12/31/2023 | IUSB | 19,078 | $879 | 12/31/2023 | Beverly Hills Private Wealth LLC | 19,017 | $876 | 12/31/2023 | IUSB | 19,017 | $876 | 12/31/2023 | Perennial Investment Advisors LLC | 18,982 | $875 | 12/31/2023 | IUSB | 18,982 | $875 | 12/31/2023 | Theory Financial LLC | 18,970 | $874 | 12/31/2023 | IUSB | 18,970 | $874 | 12/31/2023 | TCG Advisory Services LLC | 18,788 | $866 | 12/31/2023 | IUSB | 18,788 | $866 | 12/31/2023 | Private Capital Management LLC | 18,430 | $849 | 12/31/2023 | IUSB | 18,430 | $849 | 12/31/2023 | Range Financial Group LLC | 18,391 | $847 | 12/31/2023 | IUSB | 18,391 | $847 | 12/31/2023 | Hill Island Financial LLC | 17,798 | $820 | 12/31/2023 | IUSB | 17,798 | $820 | 12/31/2023 | Aspiriant LLC | 17,706 | $816 | 12/31/2023 | IUSB | 17,706 | $816 | 12/31/2023 | Burt Wealth Advisors | 17,692 | $815 | 12/31/2023 | IUSB | 17,692 | $815 | 12/31/2023 | W Advisors LLC | 17,612 | $811 | 12/31/2023 | IUSB | 17,612 | $811 | 12/31/2023 | Dentgroup LLC | 17,466 | $805 | 12/31/2023 | IUSB | 17,466 | $805 | 12/31/2023 | Morris Retirement Advisors LLC | 17,197 | $792 | 12/31/2023 | IUSB | 17,197 | $792 | 12/31/2023 | Shira Ridge Wealth Management | 17,200 | $792 | 12/31/2023 | IUSB | 17,200 | $792 | 12/31/2023 | Susquehanna International Group LLP | 17,095 | $788 | 12/31/2023 | IUSB | 17,095 | $788 | 12/31/2023 | Cahill Financial Advisors Inc. | 17,044 | $785 | 12/31/2023 | IUSB | 17,044 | $785 | 12/31/2023 | Level Four Advisory Services LLC | 17,019 | $784 | 12/31/2023 | IUSB | 17,019 | $784 | 12/31/2023 | Baystate Wealth Management LLC | 16,267 | $749 | 12/31/2023 | IUSB | 16,267 | $749 | 12/31/2023 | Napatree Capital LLC | 15,444 | $712 | 12/31/2023 | IUSB | 15,444 | $712 | 12/31/2023 | Spinnaker Trust | 15,433 | $711 | 12/31/2023 | IUSB | 15,433 | $711 | 12/31/2023 | Nations Financial Group Inc. IA ADV | 15,103 | $696 | 12/31/2023 | IUSB | 15,103 | $696 | 12/31/2023 | Wilbanks Smith & Thomas Asset Management LLC | 14,889 | $686 | 12/31/2023 | IUSB | 14,889 | $686 | 12/31/2023 | BOK Financial Private Wealth Inc. | 14,422 | $664 | 12/31/2023 | IUSB | 14,422 | $664 | 12/31/2023 | Family Wealth Group LLC | 14,268 | $657 | 12/31/2023 | IUSB | 14,268 | $657 | 12/31/2023 | Beacon Financial Advisory LLC | 14,187 | $654 | 12/31/2023 | IUSB | 14,187 | $654 | 12/31/2023 | Verity Asset Management Inc. | 14,084 | $649 | 12/31/2023 | IUSB | 14,084 | $649 | 12/31/2023 | Betterment LLC | 14,059 | $648 | 12/31/2023 | IUSB | 14,059 | $648 | 12/31/2023 | New Republic Capital LLC | 13,547 | $624 | 12/31/2023 | IUSB | 13,547 | $624 | 12/31/2023 | Essential Planning LLC. | 13,504 | $622 | 12/31/2023 | IUSB | 13,504 | $622 | 12/31/2023 | StoneX Group Inc. | 13,440 | $619 | 12/31/2023 | IUSB | 13,440 | $619 | 12/31/2023 | Legacy Financial Group LLC | 13,228 | $609 | 12/31/2023 | IUSB | 13,228 | $609 | 12/31/2023 | Scotia Capital Inc. | 13,197 | $608 | 12/31/2023 | IUSB | 13,197 | $608 | 12/31/2023 | ShoreHaven Wealth Partners LLC | 13,205 | $608 | 12/31/2023 | IUSB | 13,205 | $608 | 12/31/2023 | Financial Counselors Inc. | 13,063 | $602 | 12/31/2023 | IUSB | 13,063 | $602 | 12/31/2023 | LongView Wealth Management | 13,080 | $598 | 12/31/2023 | IUSB | 13,080 | $598 | 12/31/2023 | Pinnacle Family Advisors LLC | 12,941 | $596 | 12/31/2023 | IUSB | 12,941 | $596 | 12/31/2023 | James J. Burns & Company LLC | 12,921 | $596 | 12/31/2023 | IUSB | 12,921 | $596 | 12/31/2023 | CoreCap Advisors LLC | 12,798 | $590 | 12/31/2023 | IUSB | 12,798 | $590 | 12/31/2023 | Rehmann Capital Advisory Group | 12,520 | $577 | 12/31/2023 | IUSB | 12,520 | $577 | 12/31/2023 | Cape Investment Advisory Inc. | 12,314 | $567 | 12/31/2023 | IUSB | 12,314 | $567 | 12/31/2023 | GeoWealth Management LLC | 12,302 | $566 | 12/31/2023 | IUSB | 12,302 | $566 | 12/31/2023 | RFP Financial Group LLC | 12,264 | $565 | 12/31/2023 | IUSB | 12,264 | $565 | 12/31/2023 | Cahaba Wealth Management Inc. | 11,928 | $550 | 12/31/2023 | IUSB | 11,928 | $550 | 12/31/2023 | Sunbelt Securities Inc. | 11,913 | $549 | 12/31/2023 | IUSB | 11,913 | $549 | 12/31/2023 | Kingswood Wealth Advisors LLC | 11,689 | $539 | 12/31/2023 | IUSB | 11,689 | $539 | 12/31/2023 | Cresset Asset Management LLC | 11,639 | $536 | 12/31/2023 | IUSB | 11,639 | $536 | 12/31/2023 | DAVENPORT & Co LLC | 11,546 | $532 | 12/31/2023 | IUSB | 11,546 | $532 | 12/31/2023 | Raleigh Capital Management Inc. | 11,487 | $529 | 12/31/2023 | IUSB | 11,487 | $529 | 12/31/2023 | We Are One Seven LLC | 11,451 | $528 | 12/31/2023 | IUSB | 11,451 | $528 | 12/31/2023 | International Assets Investment Management LLC | 11,255 | $519 | 12/31/2023 | IUSB | 11,255 | $519 | 12/31/2023 | Semus Wealth Partners LLC | 11,260 | $519 | 12/31/2023 | IUSB | 11,260 | $519 | 12/31/2023 | Daymark Wealth Partners LLC | 11,198 | $516 | 12/31/2023 | IUSB | 11,198 | $516 | 12/31/2023 | Panoramic Investment Advisors LLC | 11,193 | $516 | 12/31/2023 | IUSB | 11,193 | $516 | 12/31/2023 | Howe & Rusling Inc. | 11,088 | $511 | 12/31/2023 | IUSB | 11,088 | $511 | 12/31/2023 | Midwest Heritage Bank FSB | 11,066 | $510 | 12/31/2023 | IUSB | 11,066 | $510 | 12/31/2023 | Pallas Capital Advisors LLC | 10,878 | $501 | 12/31/2023 | IUSB | 10,878 | $501 | 12/31/2023 | Meridian Wealth Management LLC | 10,862 | $500 | 12/31/2023 | IUSB | 10,862 | $500 | 12/31/2023 | JT Stratford LLC | 10,786 | $497 | 12/31/2023 | IUSB | 10,786 | $497 | 12/31/2023 | Veracity Capital LLC | 10,751 | $495 | 12/31/2023 | IUSB | 10,751 | $495 | 12/31/2023 | Semmax Financial Advisors Inc. | 10,933 | $492 | 12/31/2023 | IUSB | 10,933 | $492 | 12/31/2023 | Davidson Investment Advisors | 10,633 | $490 | 12/31/2023 | IUSB | 10,633 | $490 | 12/31/2023 | Schmidt P J Investment Management Inc. | 10,721 | $489 | 12/31/2023 | IUSB | 10,721 | $489 | 12/31/2023 | Wealthsource Partners LLC | 10,603 | $488 | 12/31/2023 | IUSB | 10,603 | $488 | 12/31/2023 | Fiduciary Trust Co. | 10,550 | $486 | 12/31/2023 | IUSB | 10,550 | $486 | 12/31/2023 | Prosperity Planning Inc. | 10,496 | $484 | 12/31/2023 | IUSB | 10,496 | $484 | 12/31/2023 | Argent Trust Co | 10,458 | $482 | 12/31/2023 | IUSB | 10,458 | $482 | 12/31/2023 | Financial Connections Group Inc. | 10,370 | $477 | 12/31/2023 | IUSB | 10,370 | $477 | 12/31/2023 | Heritage Wealth Management LLC | 10,285 | $474 | 12/31/2023 | IUSB | 10,285 | $474 | 12/31/2023 | Aspire Wealth Management Corp | 10,281 | $474 | 12/31/2023 | IUSB | 10,281 | $474 | 12/31/2023 | Bellwether Advisors LLC | 10,087 | $465 | 12/31/2023 | IUSB | 10,087 | $465 | 12/31/2023 | McAdam LLC | 9,975 | $460 | 12/31/2023 | IUSB | 9,975 | $460 | 12/31/2023 | Hutchens & Kramer Investment Management Group LLC | 9,625 | $443 | 12/31/2023 | IUSB | 9,625 | $443 | 12/31/2023 | Objective Capital Management LLC | 9,515 | $438 | 12/31/2023 | IUSB | 9,515 | $438 | 12/31/2023 | Aprio Wealth Management LLC | 9,447 | $435 | 12/31/2023 | IUSB | 9,447 | $435 | 12/31/2023 | TFB Advisors LLC | 9,323 | $430 | 12/31/2023 | IUSB | 9,323 | $430 | 12/31/2023 | Syntegra Private Wealth Group LLC | 9,280 | $428 | 12/31/2023 | IUSB | 9,280 | $428 | 12/31/2023 | Quad Cities Investment Group LLC | 9,346 | $427 | 12/31/2023 | IUSB | 9,346 | $427 | 12/31/2023 | Latitude Advisors LLC | 9,254 | $426 | 12/31/2023 | IUSB | 9,254 | $426 | 12/31/2023 | Vermillion & White Wealth Management Group LLC | 9,196 | $424 | 12/31/2023 | IUSB | 9,196 | $424 | 12/31/2023 | Connable Office Inc. | 8,966 | $413 | 12/31/2023 | IUSB | 8,966 | $413 | 12/31/2023 | Willis Johnson & Associates Inc. | 8,929 | $411 | 12/31/2023 | IUSB | 8,929 | $411 | 12/31/2023 | Arkadios Wealth Advisors | 8,907 | $410 | 12/31/2023 | IUSB | 8,907 | $410 | 12/31/2023 | Sound Income Strategies LLC | 8,763 | $404 | 12/31/2023 | IUSB | 8,763 | $404 | 12/31/2023 | Beacon Financial Group | 8,651 | $399 | 12/31/2023 | IUSB | 8,651 | $399 | 12/31/2023 | Gradient Capital Advisors LLC | 8,661 | $399 | 12/31/2023 | IUSB | 8,661 | $399 | 12/31/2023 | Hobart Private Capital LLC | 8,643 | $398 | 12/31/2023 | IUSB | 8,643 | $398 | 12/31/2023 | Family Capital Trust Co | 8,502 | $392 | 12/31/2023 | IUSB | 8,502 | $392 | 12/31/2023 | Quadcap Wealth Management LLC | 8,494 | $391 | 12/31/2023 | IUSB | 8,494 | $391 | 12/31/2023 | Advisors Capital Management LLC | 8,431 | $388 | 12/31/2023 | IUSB | 8,431 | $388 | 12/31/2023 | Boston Financial Mangement LLC | 8,408 | $387 | 12/31/2023 | IUSB | 8,408 | $387 | 12/31/2023 | Summit Global Investments | 8,312 | $383 | 12/31/2023 | IUSB | 8,312 | $383 | 12/31/2023 | City State Bank | 8,227 | $379 | 12/31/2023 | IUSB | 8,227 | $379 | 12/31/2023 | Keystone Financial Group | 8,106 | $373 | 12/31/2023 | IUSB | 8,106 | $373 | 12/31/2023 | Acorn Financial Advisory Services Inc. ADV | 7,896 | $364 | 12/31/2023 | IUSB | 7,896 | $364 | 12/31/2023 | IHT Wealth Management LLC | 7,902 | $364 | 12/31/2023 | IUSB | 7,902 | $364 | 12/31/2023 | Pathstone Holdings LLC | 7,862 | $362 | 12/31/2023 | IUSB | 7,862 | $362 | 12/31/2023 | Baker Tilly Financial LLC | 7,842 | $361 | 12/31/2023 | IUSB | 7,842 | $361 | 12/31/2023 | Sawtooth Solutions LLC | 7,680 | $354 | 12/31/2023 | IUSB | 7,680 | $354 | 12/31/2023 | EQ LLC | 7,682 | $354 | 12/31/2023 | IUSB | 7,682 | $354 | 12/31/2023 | Pinnacle Bank | 7,648 | $352 | 12/31/2023 | IUSB | 7,648 | $352 | 12/31/2023 | Snider Financial Group | 7,642 | $352 | 12/31/2023 | IUSB | 7,642 | $352 | 12/31/2023 | Tcwp LLC | 7,616 | $351 | 12/31/2023 | IUSB | 7,616 | $351 | 12/31/2023 | Interchange Capital Partners LLC | 7,427 | $342 | 12/31/2023 | IUSB | 7,427 | $342 | 12/31/2023 | Wedbush Securities Inc. | 7,320 | $337 | 12/31/2023 | IUSB | 7,320 | $337 | 12/31/2023 | Advisor Partners II LLC | 7,713 | $337 | 09/30/2023 | IUSB | 7,713 | $337 | 09/30/2023 | Baron Silver Stevens Financial Advisors LLC | 7,290 | $336 | 12/31/2023 | IUSB | 7,290 | $336 | 12/31/2023 | Lion Street Advisors LLC | 7,250 | $334 | 12/31/2023 | IUSB | 7,250 | $334 | 12/31/2023 | Wiley BROS. Aintree Capital LLC | 7,159 | $329 | 12/31/2023 | IUSB | 7,159 | $329 | 12/31/2023 | Benjamin F. Edwards & Company Inc. | 7,093 | $327 | 12/31/2023 | IUSB | 7,093 | $327 | 12/31/2023 | Savant Capital LLC | 7,090 | $327 | 12/31/2023 | IUSB | 7,090 | $327 | 12/31/2023 | FDx Advisors Inc. | 7,062 | $325 | 12/31/2023 | IUSB | 7,062 | $325 | 12/31/2023 | Independent Wealth Network Inc. | 7,008 | $323 | 12/31/2023 | IUSB | 7,008 | $323 | 12/31/2023 | Dana Investment Advisors Inc. | 6,981 | $322 | 12/31/2023 | IUSB | 6,981 | $322 | 12/31/2023 | Criterion Capital Advisors LLC | 6,989 | $322 | 12/31/2023 | IUSB | 6,989 | $322 | 12/31/2023 | 180 Wealth Advisors LLC | 6,910 | $317 | 12/31/2023 | IUSB | 6,910 | $317 | 12/31/2023 | RDA Financial Network | 6,874 | $317 | 12/31/2023 | IUSB | 6,874 | $317 | 12/31/2023 | Beacon Bridge Wealth Partners LLC | 6,873 | $317 | 12/31/2023 | IUSB | 6,873 | $317 | 12/31/2023 | Successful Portfolios LLC | 6,852 | $316 | 12/31/2023 | IUSB | 6,852 | $316 | 12/31/2023 | ICA Group Wealth Management LLC | 6,847 | $315 | 12/31/2023 | IUSB | 6,847 | $315 | 12/31/2023 | Cyndeo Wealth Partners LLC | 6,698 | $309 | 12/31/2023 | IUSB | 6,698 | $309 | 12/31/2023 | RWM Asset Management LLC | 6,754 | $308 | 12/31/2023 | IUSB | 6,754 | $308 | 12/31/2023 | Insight Wealth Partners LLC | 6,646 | $306 | 12/31/2023 | IUSB | 6,646 | $306 | 12/31/2023 | Kingdom Financial Group LLC. | 6,612 | $305 | 12/31/2023 | IUSB | 6,612 | $305 | 12/31/2023 | Darden Wealth Group Inc | 6,567 | $303 | 12/31/2023 | IUSB | 6,567 | $303 | 12/31/2023 | Fulcrum Equity Management | 6,186 | $285 | 12/31/2023 | IUSB | 6,186 | $285 | 12/31/2023 | Kingsview Wealth Management LLC | 6,106 | $281 | 12/31/2023 | IUSB | 6,106 | $281 | 12/31/2023 | Howard Financial Services LTD. | 6,049 | $279 | 12/31/2023 | IUSB | 6,049 | $279 | 12/31/2023 | Redwood Financial Network Corp | 5,968 | $275 | 12/31/2023 | IUSB | 5,968 | $275 | 12/31/2023 | Smartleaf Asset Management LLC | 5,961 | $275 | 12/31/2023 | IUSB | 5,961 | $275 | 12/31/2023 | Signature Securities Group Corporation | 5,939 | $274 | 12/31/2023 | IUSB | 5,939 | $274 | 12/31/2023 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 5,921 | $273 | 12/31/2023 | IUSB | 5,921 | $273 | 12/31/2023 | Trilogy Capital Inc. | 5,897 | $272 | 12/31/2023 | IUSB | 5,897 | $272 | 12/31/2023 | Imprint Wealth LLC | 5,864 | $270 | 12/31/2023 | IUSB | 5,864 | $270 | 12/31/2023 | Valmark Advisers Inc. | 5,842 | $269 | 12/31/2023 | IUSB | 5,842 | $269 | 12/31/2023 | Fisher Asset Management LLC | 5,745 | $265 | 12/31/2023 | IUSB | 5,745 | $265 | 12/31/2023 | Able Wealth Management LLC | 5,757 | $265 | 12/31/2023 | IUSB | 5,757 | $265 | 12/31/2023 | Islay Capital Management LLC | 5,709 | $263 | 12/31/2023 | IUSB | 5,709 | $263 | 12/31/2023 | First Trust Investment Solutions L.P. | 5,665 | $261 | 12/31/2023 | IUSB | 5,665 | $261 | 12/31/2023 | Lido Advisors LLC | 5,576 | $257 | 12/31/2023 | IUSB | 5,576 | $257 | 12/31/2023 | Lineweaver Wealth Advisors LLC | 5,519 | $254 | 12/31/2023 | IUSB | 5,519 | $254 | 12/31/2023 | Summit X LLC | 5,425 | $250 | 12/31/2023 | IUSB | 5,425 | $250 | 12/31/2023 | Tsfg LLC | 5,435 | $250 | 12/31/2023 | IUSB | 5,435 | $250 | 12/31/2023 | Claro Advisors LLC | 5,377 | $248 | 12/31/2023 | IUSB | 5,377 | $248 | 12/31/2023 | CIBC World Markets Inc. | 5,306 | $244 | 12/31/2023 | IUSB | 5,306 | $244 | 12/31/2023 | Ausdal Financial Partners Inc. | 5,255 | $242 | 12/31/2023 | IUSB | 5,255 | $242 | 12/31/2023 | Kovack Advisors Inc. | 5,182 | $239 | 12/31/2023 | IUSB | 5,182 | $239 | 12/31/2023 | Thrive Capital Management LLC | 5,197 | $239 | 12/31/2023 | IUSB | 5,197 | $239 | 12/31/2023 | Waterloo Capital L.P. | 5,151 | $237 | 12/31/2023 | IUSB | 5,151 | $237 | 12/31/2023 | Eqis Capital Management Inc. | 5,099 | $235 | 12/31/2023 | IUSB | 5,099 | $235 | 12/31/2023 | Founders Financial Alliance LLC | 5,100 | $235 | 12/31/2023 | IUSB | 5,100 | $235 | 12/31/2023 | O ROURKE & COMPANY Inc | 5,099 | $235 | 12/31/2023 | IUSB | 5,099 | $235 | 12/31/2023 | Stephens Consulting LLC | 5,057 | $233 | 12/31/2023 | IUSB | 5,057 | $233 | 12/31/2023 | Madison Wealth Partners Inc | 5,023 | $231 | 12/31/2023 | IUSB | 5,023 | $231 | 12/31/2023 | NewEdge Wealth LLC | 4,968 | $229 | 12/31/2023 | IUSB | 4,968 | $229 | 12/31/2023 | Procyon Private Wealth Partners LLC | 4,830 | $223 | 12/31/2023 | IUSB | 4,830 | $223 | 12/31/2023 | Prospera Financial Services Inc | 4,755 | $219 | 12/31/2023 | IUSB | 4,755 | $219 | 12/31/2023 | Axxcess Wealth Management LLC | 4,723 | $218 | 12/31/2023 | IUSB | 4,723 | $218 | 12/31/2023 | Raymond James Trust N.A. | 4,701 | $217 | 12/31/2023 | IUSB | 4,701 | $217 | 12/31/2023 | Fermata Advisors LLC | 4,710 | $217 | 12/31/2023 | IUSB | 4,710 | $217 | 12/31/2023 | Ameritas Advisory Services LLC | 4,731 | $217 | 12/31/2023 | IUSB | 4,731 | $217 | 12/31/2023 | Spectrum Asset Management Inc. NB CA | 4,595 | $212 | 12/31/2023 | IUSB | 4,595 | $212 | 12/31/2023 | Beacon Pointe Advisors LLC | 4,610 | $212 | 12/31/2023 | IUSB | 4,610 | $212 | 12/31/2023 | BancorpSouth Bank | 4,560 | $210 | 12/31/2023 | IUSB | 4,560 | $210 | 12/31/2023 | Commonwealth Retirement Investments LLC | 4,512 | $208 | 12/31/2023 | IUSB | 4,512 | $208 | 12/31/2023 | Personal CFO Solutions LLC | 4,465 | $206 | 12/31/2023 | IUSB | 4,465 | $206 | 12/31/2023 | Hazlett Burt & Watson Inc. | 4,432 | $204 | 12/31/2023 | IUSB | 4,432 | $204 | 12/31/2023 | HRT Financial LP | 4,432 | $204 | 12/31/2023 | IUSB | 4,432 | $204 | 12/31/2023 | MKT Advisors LLC | 4,432 | $202 | 12/31/2023 | IUSB | 4,432 | $202 | 12/31/2023 | J.W. Cole Advisors Inc. | 4,343 | $200 | 12/31/2023 | IUSB | 4,343 | $200 | 12/31/2023 | Gilbert & Cook Inc. | 4,344 | $200 | 12/31/2023 | IUSB | 4,344 | $200 | 12/31/2023 | Salem Investment Counselors Inc. | 3,961 | $182 | 12/31/2023 | IUSB | 3,961 | $182 | 12/31/2023 | Financial Management Professionals Inc. | 3,843 | $177 | 12/31/2023 | IUSB | 3,843 | $177 | 12/31/2023 | NBC Securities Inc. | 3,352 | $154 | 12/31/2023 | IUSB | 3,352 | $154 | 12/31/2023 | Indiana Trust & Investment Management CO | 3,071 | $141 | 12/31/2023 | IUSB | 3,071 | $141 | 12/31/2023 | Bogart Wealth LLC | 3,000 | $138 | 12/31/2023 | IUSB | 3,000 | $138 | 12/31/2023 | Rockbridge Investment Management LCC | 2,820 | $130 | 12/31/2023 | IUSB | 2,820 | $130 | 12/31/2023 | Whittier Trust Co. | 2,725 | $126 | 12/31/2023 | IUSB | 2,725 | $126 | 12/31/2023 | JFS Wealth Advisors LLC | 2,609 | $120 | 12/31/2023 | IUSB | 2,609 | $120 | 12/31/2023 | Parallel Advisors LLC | 2,472 | $114 | 12/31/2023 | IUSB | 2,472 | $114 | 12/31/2023 | Financial Advisory Service Inc. | 2,360 | $109 | 12/31/2023 | IUSB | 2,360 | $109 | 12/31/2023 | Thompson Investment Management Inc. | 1,975 | $91 | 12/31/2023 | IUSB | 1,975 | $91 | 12/31/2023 | Colonial Trust Co SC | 1,897 | $87 | 12/31/2023 | IUSB | 1,897 | $87 | 12/31/2023 | Cullen Frost Bankers Inc. | 1,670 | $77 | 12/31/2023 | IUSB | 1,670 | $77 | 12/31/2023 | Fortis Advisors LLC | 1,645 | $76 | 12/31/2023 | IUSB | 1,645 | $76 | 12/31/2023 | Massmutual Trust Co. FSB ADV | 1,480 | $68 | 12/31/2023 | IUSB | 1,480 | $68 | 12/31/2023 | Harbor Investment Advisory LLC | 1,443 | $66 | 12/31/2023 | IUSB | 1,443 | $66 | 12/31/2023 | Bank of Montreal Can | 1,351 | $62 | 12/31/2023 | IUSB | 1,351 | $62 | 12/31/2023 | Sandy Spring Bank | 1,286 | $59 | 12/31/2023 | IUSB | 1,286 | $59 | 12/31/2023 | Bartlett & Co. LLC | 1,110 | $51 | 12/31/2023 | IUSB | 1,110 | $51 | 12/31/2023 | Bartlett & CO. Wealth Management LLC | 1,110 | $51 | 12/31/2023 | IUSB | 1,110 | $51 | 12/31/2023 | MCF Advisors LLC | 1,088 | $50 | 12/31/2023 | IUSB | 1,088 | $50 | 12/31/2023 | Moisand Fitzgerald Tamayo LLC | 1,045 | $48 | 12/31/2023 | IUSB | 1,045 | $48 | 12/31/2023 | Concord Wealth Partners | 1,016 | $47 | 12/31/2023 | IUSB | 1,016 | $47 | 12/31/2023 | Fortitude Family Office LLC | 1,012 | $47 | 12/31/2023 | IUSB | 1,012 | $47 | 12/31/2023 | Whittier Trust Co. of Nevada Inc. | 927 | $43 | 12/31/2023 | IUSB | 927 | $43 | 12/31/2023 | Family Asset Management LLC | 861 | $40 | 12/31/2023 | IUSB | 861 | $40 | 12/31/2023 | Plante Moran Financial Advisors LLC | 837 | $39 | 12/31/2023 | IUSB | 837 | $39 | 12/31/2023 | Brown Brothers Harriman & Co. | 797 | $37 | 12/31/2023 | IUSB | 797 | $37 | 12/31/2023 | Aptus Capital Advisors LLC | 744 | $34 | 12/31/2023 | IUSB | 744 | $34 | 12/31/2023 | Tucker Asset Management LLC | 707 | $33 | 12/31/2023 | IUSB | 707 | $33 | 12/31/2023 | Key Financial Inc | 693 | $32 | 12/31/2023 | IUSB | 693 | $32 | 12/31/2023 | Simplex Trading LLC | 660 | $30 | 12/31/2023 | IUSB | 660 | $30 | 12/31/2023 | AlphaCore Capital LLC | 629 | $29 | 12/31/2023 | IUSB | 629 | $29 | 12/31/2023 | Planned Solutions Inc. | 603 | $28 | 12/31/2023 | IUSB | 603 | $28 | 12/31/2023 | Pineridge Advisors LLC | 609 | $28 | 12/31/2023 | IUSB | 609 | $28 | 12/31/2023 | Parkside Financial Bank & Trust | 593 | $27 | 12/31/2023 | IUSB | 593 | $27 | 12/31/2023 | Element Wealth LLC | 515 | $24 | 12/31/2023 | IUSB | 515 | $24 | 12/31/2023 | Farmers & Merchants Investments Inc. | 474 | $22 | 12/31/2023 | IUSB | 474 | $22 | 12/31/2023 | TD Capital Management LLC | 480 | $22 | 12/31/2023 | IUSB | 480 | $22 | 12/31/2023 | Arlington Trust Co LLC | 460 | $21 | 12/31/2023 | IUSB | 460 | $21 | 12/31/2023 | Arlington Partners LLC | 426 | $20 | 12/31/2023 | IUSB | 426 | $20 | 12/31/2023 | Wetzel Investment Advisors Inc. | 380 | $18 | 12/31/2023 | IUSB | 380 | $18 | 12/31/2023 | EdgeRock Capital LLC | 371 | $17 | 12/31/2023 | IUSB | 371 | $17 | 12/31/2023 | SILVER OAK SECURITIES Inc | 343 | $16 | 12/31/2023 | IUSB | 343 | $16 | 12/31/2023 | Cranbrook Wealth Management LLC | 334 | $15 | 12/31/2023 | IUSB | 334 | $15 | 12/31/2023 | Huntington National Bank | 310 | $14 | 12/31/2023 | IUSB | 310 | $14 | 12/31/2023 | Hanson & Doremus Investment Management | 287 | $13 | 12/31/2023 | IUSB | 287 | $13 | 12/31/2023 | O Shaughnessy Asset Management LLC | 277 | $13 | 12/31/2023 | IUSB | 277 | $13 | 12/31/2023 | Versant Capital Management Inc | 233 | $11 | 12/31/2023 | IUSB | 233 | $11 | 12/31/2023 | Pacifica Partners Inc. | 237 | $11 | 12/31/2023 | IUSB | 237 | $11 | 12/31/2023 | Investors Research Corp | 210 | $10 | 12/31/2023 | IUSB | 210 | $10 | 12/31/2023 | Scarborough Advisors LLC | 224 | $10 | 12/31/2023 | IUSB | 224 | $10 | 12/31/2023 | GoalVest Advisory LLC | 225 | $10 | 12/31/2023 | IUSB | 225 | $10 | 12/31/2023 | LGT Financial Advisors LLC | 213 | $10 | 12/31/2023 | IUSB | 213 | $10 | 12/31/2023 | Tompkins Financial Corp | 192 | $9 | 12/31/2023 | IUSB | 192 | $9 | 12/31/2023 | Impact Partnership Wealth LLC | 195 | $9 | 12/31/2023 | IUSB | 195 | $9 | 12/31/2023 | WFA Asset Management Corp | 202 | $9 | 12/31/2023 | IUSB | 202 | $9 | 12/31/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 168 | $8 | 12/31/2023 | IUSB | 168 | $8 | 12/31/2023 | Wiser Advisor Group LLC | 167 | $8 | 12/31/2023 | IUSB | 167 | $8 | 12/31/2023 | First Pacific Financial | 142 | $7 | 12/31/2023 | IUSB | 142 | $7 | 12/31/2023 | Householder Group Estate & Retirement Specialist LLC | 157 | $7 | 12/31/2023 | IUSB | 157 | $7 | 12/31/2023 | Barrett & Company Inc. | 133 | $6 | 12/31/2023 | IUSB | 133 | $6 | 12/31/2023 | Oxford Financial Group Ltd. | 133 | $6 | 12/31/2023 | IUSB | 133 | $6 | 12/31/2023 | ST Germain D J Co. Inc. | 98 | $5 | 12/31/2023 | IUSB | 98 | $5 | 12/31/2023 | Gradient Investments LLC | 117 | $5 | 12/31/2023 | IUSB | 117 | $5 | 12/31/2023 | Headlands Technologies LLC | 101 | $5 | 12/31/2023 | IUSB | 101 | $5 | 12/31/2023 | Caitlin John LLC | 108 | $5 | 12/31/2023 | IUSB | 108 | $5 | 12/31/2023 | Atlantic Edge Private Wealth Management LLC | 112 | $5 | 12/31/2023 | IUSB | 112 | $5 | 12/31/2023 | APCM Wealth Management for Individuals | 97 | $4 | 12/31/2023 | IUSB | 97 | $4 | 12/31/2023 | Princeton Global Asset Management LLC | 86 | $4 | 12/31/2023 | IUSB | 86 | $4 | 12/31/2023 | Integrity Financial Corp WA | 75 | $3 | 12/31/2023 | IUSB | 75 | $3 | 12/31/2023 | Steward Financial Group LLC | 67 | $3 | 09/30/2023 | IUSB | 67 | $3 | 09/30/2023 | AllSquare Wealth Management LLC | 33 | $2 | 12/31/2023 | IUSB | 33 | $2 | 12/31/2023 | SOA Wealth Advisors LLC. | 41 | $2 | 12/31/2023 | IUSB | 41 | $2 | 12/31/2023 | Tidemark LLC | 37 | $2 | 12/31/2023 | IUSB | 37 | $2 | 12/31/2023 | Signaturefd LLC | 22 | $1 | 12/31/2023 | IUSB | 22 | $1 | 12/31/2023 | Tower Research Capital LLC TRC | 19 | $1 | 12/31/2023 | IUSB | 19 | $1 | 12/31/2023 | Salomon & Ludwin LLC | 17 | $1 | 12/31/2023 | IUSB | 17 | $1 | 12/31/2023 | Archer Investment Corp | 20 | $1 | 12/31/2023 | IUSB | 20 | $1 | 12/31/2023 | Cardiff Park Advisors LLC | 24 | $1 | 12/31/2023 | IUSB | 24 | $1 | 12/31/2023 | First Manhattan Co. | 2 | $0 | 12/31/2023 | IUSB | 2 | $0 | 12/31/2023 | Capital Investment Advisory Services LLC | 3 | $0 | 12/31/2023 | IUSB | 3 | $0 | 12/31/2023 | Quattro Financial Advisors LLC | 46 | $0 | 12/31/2023 | IUSB | 46 | $0 | 12/31/2023 | VisionPoint Advisory Group LLC | 2 | $0 | 12/31/2023 | IUSB | 2 | $0 | 12/31/2023 | Hoey Investments Inc. | 1 | $0 | 12/31/2023 | IUSB | 1 | $0 | 12/31/2023 | Pacific Capital Wealth Advisors Inc. | 5 | $0 | 12/31/2023 | IUSB | 5 | $0 | 12/31/2023 | Activest Wealth Management | 0 | $0 | 12/31/2023 | IUSB | 0 | $0 | 12/31/2023 | Nemes Rush Group LLC | 5 | $0 | 12/31/2023 | IUSB | 5 | $0 | 12/31/2023 |
See Summary: Institutional Holders of IUSB
See Details: Top 10 Hedge Funds Holding IUSB
Also See: IUSB Holdings Changes
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