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Funds Holding IUSB

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Envestnet Asset Management Inc.100,340,729$4,622,697 12/31/2023
     IUSB100,340,729$4,622,697 12/31/2023
BlackRock Inc.60,444,091$2,784,659 12/31/2023
     IUSB60,444,091$2,784,659 12/31/2023
Jones Financial Companies Lllp47,864,940$2,205,138 12/31/2023
     IUSB47,864,940$2,205,138 12/31/2023
Wells Fargo & Company MN36,163,705$1,666,062 12/31/2023
     IUSB36,163,705$1,666,062 12/31/2023
LPL Financial LLC23,034,909$1,061,218 12/31/2023
     IUSB23,034,909$1,061,218 12/31/2023
Northwestern Mutual Wealth Management Co.20,359,555$937,979 12/31/2023
     IUSB20,359,555$937,979 12/31/2023
CWM LLC16,371,586$754,239 12/31/2023
     IUSB16,371,586$754,239 12/31/2023
Morgan Stanley14,557,316$670,656 12/31/2023
     IUSB14,557,316$670,656 12/31/2023
Envestnet Portfolio Solutions Inc.14,242,233$656,140 12/31/2023
     IUSB14,242,233$656,140 12/31/2023
JPMorgan Chase & Co.11,853,701$546,099 12/31/2023
     IUSB11,853,701$546,099 12/31/2023
Advisor Group Holdings Inc.9,184,007$423,167 12/31/2023
     IUSB9,184,007$423,167 12/31/2023
Park Avenue Securities LLC7,836,582$361,031 12/31/2023
     IUSB7,836,582$361,031 12/31/2023
Ameriprise Financial Inc.7,675,411$353,381 12/31/2023
     IUSB7,675,411$353,381 12/31/2023
Janney Montgomery Scott LLC5,922,890$272,868 12/31/2023
     IUSB5,922,890$272,868 12/31/2023
MML Investors Services LLC5,137,998$236,708 12/31/2023
     IUSB5,137,998$236,708 12/31/2023
The PNC Financial Services Group Inc.4,867,224$224,233 12/31/2023
     IUSB4,867,224$224,233 12/31/2023
Bank of New York Mellon Corp4,692,076$216,164 12/31/2023
     IUSB4,692,076$216,164 12/31/2023
Mariner LLC4,631,400$213,369 12/31/2023
     IUSB4,631,400$213,369 12/31/2023
United Capital Financial Advisers LLC4,306,941$198,421 12/31/2023
     IUSB4,306,941$198,421 12/31/2023
Cetera Investment Advisers3,763,442$173,382 12/31/2023
     IUSB3,763,442$173,382 12/31/2023
Resources Investment Advisors LLC.3,721,913$171,469 12/31/2023
     IUSB3,721,913$171,469 12/31/2023
SigFig Wealth Management LLC3,356,451$154,631 12/31/2023
     IUSB3,356,451$154,631 12/31/2023
Allworth Financial LP2,553,791$117,653 12/31/2023
     IUSB2,553,791$117,653 12/31/2023
Commonwealth Equity Services LLC2,537,754$116,914 12/31/2023
     IUSB2,537,754$116,914 12/31/2023
Bank of America Corp DE2,502,171$115,275 12/31/2023
     IUSB2,502,171$115,275 12/31/2023
Private Ocean LLC2,460,176$113,340 12/31/2023
     IUSB2,460,176$113,340 12/31/2023
Royal Bank of Canada2,246,725$103,507 12/31/2023
     IUSB2,246,725$103,507 12/31/2023
Foundations Investment Advisors LLC2,201,089$101,536 12/31/2023
     IUSB2,201,089$101,536 12/31/2023
Financial Gravity Asset Management Inc.2,096,776$96,598 12/31/2023
     IUSB2,096,776$96,598 12/31/2023
Raymond James & Associates2,094,989$96,516 12/31/2023
     IUSB2,094,989$96,516 12/31/2023
Mcmorgan & Co. LLC1,870,623$86,180 12/31/2023
     IUSB1,870,623$86,180 12/31/2023
Stifel Financial Corp1,820,533$83,872 12/31/2023
     IUSB1,820,533$83,872 12/31/2023
UBS Group AG1,723,704$79,411 12/31/2023
     IUSB1,723,704$79,411 12/31/2023
JB Capital LLC1,691,229$77,915 12/31/2023
     IUSB1,691,229$77,915 12/31/2023
Natixis Advisors L.P.1,624,298$74,831 12/31/2023
     IUSB1,624,298$74,831 12/31/2023
Cetera Advisor Networks LLC1,516,003$69,842 12/31/2023
     IUSB1,516,003$69,842 12/31/2023
Atria Wealth Solutions Inc.1,496,638$68,950 12/31/2023
     IUSB1,496,638$68,950 12/31/2023
Signature Estate & Investment Advisors LLC1,467,959$67,629 12/31/2023
     IUSB1,467,959$67,629 12/31/2023
First Ascent Asset Management LLC1,395,540$64,293 12/31/2023
     IUSB1,395,540$64,293 12/31/2023
US Bancorp DE1,352,463$62,308 12/31/2023
     IUSB1,352,463$62,308 12/31/2023
Morningstar Investment Services LLC1,237,348$57,104 12/31/2023
     IUSB1,237,348$57,104 12/31/2023
FMR LLC1,212,081$55,841 12/31/2023
     IUSB1,212,081$55,841 12/31/2023
Assetmark Inc.1,176,513$54,202 12/31/2023
     IUSB1,176,513$54,202 12/31/2023
Cetera Advisors LLC1,146,518$52,820 12/31/2023
     IUSB1,146,518$52,820 12/31/2023
Compass Ion Advisors LLC1,116,504$51,437 12/31/2023
     IUSB1,116,504$51,437 12/31/2023
Change Path LLC1,114,216$51,332 12/31/2023
     IUSB1,114,216$51,332 12/31/2023
GM Advisory Group Inc.1,112,134$51,236 12/31/2023
     IUSB1,112,134$51,236 12/31/2023
GWM Advisors LLC1,091,368$50,127 12/31/2023
     IUSB1,091,368$50,127 12/31/2023
Sharkey Howes & Javer1,086,383$50,050 12/31/2023
     IUSB1,086,383$50,050 12/31/2023
Atria Investments LLC1,008,723$46,472 12/31/2023
     IUSB1,008,723$46,472 12/31/2023
Prudential Financial Inc.963,024$44,367 12/31/2023
     IUSB963,024$44,367 12/31/2023
Sontag Advisory LLC935,153$43,083 12/31/2023
     IUSB935,153$43,083 12/31/2023
High Falls Advisors Inc916,992$42,246 12/31/2023
     IUSB916,992$42,246 12/31/2023
AE Wealth Management LLC907,229$41,361 12/31/2023
     IUSB907,229$41,361 12/31/2023
Baird Financial Group Inc.882,669$40,665 12/31/2023
     IUSB882,669$40,665 12/31/2023
Cambridge Investment Research Advisors Inc.878,322$40,464 12/31/2023
     IUSB878,322$40,464 12/31/2023
Keybank National Association OH833,530$38,401 12/31/2023
     IUSB833,530$38,401 12/31/2023
Invst LLC811,414$37,017 12/31/2023
     IUSB811,414$37,017 12/31/2023
Icon Wealth Partners LLC846,668$37,012 09/30/2023
     IUSB846,668$37,012 09/30/2023
Ronald Blue Trust Inc.842,621$36,836 12/31/2023
     IUSB842,621$36,836 12/31/2023
Icon Wealth Advisors LLC750,297$34,566 12/31/2023
     IUSB750,297$34,566 12/31/2023
GYL Financial Synergies LLC742,256$34,196 12/31/2023
     IUSB742,256$34,196 12/31/2023
Diversified Portfolios Inc.714,415$32,913 12/31/2023
     IUSB714,415$32,913 12/31/2023
Thrivent Financial for Lutherans714,056$32,897 12/31/2023
     IUSB714,056$32,897 12/31/2023
Truist Financial Corp692,420$31,900 12/31/2023
     IUSB692,420$31,900 12/31/2023
G2 Capital Management LLC OH691,459$31,856 12/31/2023
     IUSB691,459$31,856 12/31/2023
Destination Wealth Management681,665$31,404 12/31/2023
     IUSB681,665$31,404 12/31/2023
Regions Financial Corp676,358$31,160 12/31/2023
     IUSB676,358$31,160 12/31/2023
Comerica Securities Inc.701,413$30,662 09/30/2023
     IUSB701,413$30,662 09/30/2023
STA Wealth Management LLC616,471$28,401 12/31/2023
     IUSB616,471$28,401 12/31/2023
Affinity Capital Advisors LLC614,659$28,317 12/31/2023
     IUSB614,659$28,317 12/31/2023
PAX Financial Group LLC617,775$28,072 12/31/2023
     IUSB617,775$28,072 12/31/2023
Raymond James Financial Services Advisors Inc.605,722$27,906 12/31/2023
     IUSB605,722$27,906 12/31/2023
Farther Finance Advisors LLC598,989$27,595 12/31/2023
     IUSB598,989$27,595 12/31/2023
Avantax Advisory Services Inc.598,049$27,552 12/31/2023
     IUSB598,049$27,552 12/31/2023
Jacobson & Schmitt Advisors LLC590,185$27,190 12/31/2023
     IUSB590,185$27,190 12/31/2023
Orion Portfolio Solutions LLC591,457$27,053 12/31/2023
     IUSB591,457$27,053 12/31/2023
Arden Trust Co552,716$25,464 12/31/2023
     IUSB552,716$25,464 12/31/2023
Steel Peak Wealth Management LLC548,232$25,257 12/31/2023
     IUSB548,232$25,257 12/31/2023
Bank of Hawaii533,811$24,593 12/31/2023
     IUSB533,811$24,593 12/31/2023
Horst & Graben Wealth Management LLC511,303$23,556 12/31/2023
     IUSB511,303$23,556 12/31/2023
Stone House Investment Management LLC505,277$23,278 12/31/2023
     IUSB505,277$23,278 12/31/2023
Wealth Group Ltd501,321$22,870 12/31/2023
     IUSB501,321$22,870 12/31/2023
Stash Investments LLC483,384$22,270 12/31/2023
     IUSB483,384$22,270 12/31/2023
BCJ Capital Management LLC480,265$22,126 12/31/2023
     IUSB480,265$22,126 12/31/2023
Benchmark Investment Advisors LLC480,265$22,126 12/31/2023
     IUSB480,265$22,126 12/31/2023
ORG Partners LLC480,002$22,114 12/31/2023
     IUSB480,002$22,114 12/31/2023
Proequities Inc.479,161$22,075 12/31/2023
     IUSB479,161$22,075 12/31/2023
Brookstone Capital Management471,419$21,718 12/31/2023
     IUSB471,419$21,718 12/31/2023
National Asset Management Inc.469,741$21,641 12/31/2023
     IUSB469,741$21,641 12/31/2023
Girard Partners LTD.459,517$21,170 12/31/2023
     IUSB459,517$21,170 12/31/2023
CI Private Wealth LLC450,844$20,770 12/31/2023
     IUSB450,844$20,770 12/31/2023
Kestra Advisory Services LLC445,716$20,534 12/31/2023
     IUSB445,716$20,534 12/31/2023
Williams Financial LLC442,620$20,392 12/31/2023
     IUSB442,620$20,392 12/31/2023
TNF LLC438,288$20,056 12/31/2023
     IUSB438,288$20,056 12/31/2023
ZRC Wealth Management LLC443,224$19,413 12/31/2023
     IUSB443,224$19,413 12/31/2023
ONE Advisory Partners LLC415,197$19,128 12/31/2023
     IUSB415,197$19,128 12/31/2023
Austin Private Wealth LLC392,019$18,060 12/31/2023
     IUSB392,019$18,060 12/31/2023
Firestone Capital Management391,773$18,049 12/31/2023
     IUSB391,773$18,049 12/31/2023
Perigon Wealth Management LLC390,663$17,998 12/31/2023
     IUSB390,663$17,998 12/31/2023
Keystone Financial Services385,148$17,744 12/31/2023
     IUSB385,148$17,744 12/31/2023
Bay Harbor Wealth Management LLC381,398$17,571 12/31/2023
     IUSB381,398$17,571 12/31/2023
Retirement Capital Strategies375,300$17,290 12/31/2023
     IUSB375,300$17,290 12/31/2023
Tennessee Valley Asset Management Partners371,411$17,111 12/31/2023
     IUSB371,411$17,111 12/31/2023
HighTower Advisors LLC371,323$17,104 12/31/2023
     IUSB371,323$17,104 12/31/2023
Financial Life Advisors363,454$16,744 12/31/2023
     IUSB363,454$16,744 12/31/2023
Integrated Wealth Concepts LLC361,768$16,667 12/31/2023
     IUSB361,768$16,667 12/31/2023
D.A. Davidson & CO.354,268$16,321 12/31/2023
     IUSB354,268$16,321 12/31/2023
CFS Investment Advisory Services LLC341,586$15,737 12/31/2023
     IUSB341,586$15,737 12/31/2023
Stokes Family Office LLC330,359$15,220 12/31/2023
     IUSB330,359$15,220 12/31/2023
Spire Wealth Management334,061$15,213 12/31/2023
     IUSB334,061$15,213 12/31/2023
Strategic Blueprint LLC329,991$15,203 12/31/2023
     IUSB329,991$15,203 12/31/2023
RFG Advisory LLC328,035$15,113 12/31/2023
     IUSB328,035$15,113 12/31/2023
Wealth Alliance324,026$14,928 12/31/2023
     IUSB324,026$14,928 12/31/2023
Spectrum Wealth Counsel LLC321,773$14,824 12/31/2023
     IUSB321,773$14,824 12/31/2023
9258 Wealth Management LLC315,951$14,556 12/31/2023
     IUSB315,951$14,556 12/31/2023
Opes Wealth Management LLC312,275$14,387 12/31/2023
     IUSB312,275$14,387 12/31/2023
Merit Financial Group LLC300,285$13,834 12/31/2023
     IUSB300,285$13,834 12/31/2023
Global Strategic Investment Solutions LLC297,051$13,685 12/31/2023
     IUSB297,051$13,685 12/31/2023
One Wealth Advisors LLC285,570$13,156 12/31/2023
     IUSB285,570$13,156 12/31/2023
True Vision MN LLC280,764$12,935 12/31/2023
     IUSB280,764$12,935 12/31/2023
Hoxton Planning & Management LLC279,759$12,888 12/31/2023
     IUSB279,759$12,888 12/31/2023
Valley National Advisers Inc.269,551$12,417 12/31/2023
     IUSB269,551$12,417 12/31/2023
Regal Investment Advisors LLC264,003$12,163 12/31/2023
     IUSB264,003$12,163 12/31/2023
Liberty Wealth Management LLC260,525$11,999 12/31/2023
     IUSB260,525$11,999 12/31/2023
Smith Salley & Associates253,496$11,678 12/31/2023
     IUSB253,496$11,678 12/31/2023
Trust Point Inc.253,221$11,666 12/31/2023
     IUSB253,221$11,666 12/31/2023
TSA Wealth Managment LLC251,116$11,569 12/31/2023
     IUSB251,116$11,569 12/31/2023
Tiemann Investment Advisors LLC249,532$11,496 12/31/2023
     IUSB249,532$11,496 12/31/2023
Mutual Advisors LLC249,366$11,488 12/31/2023
     IUSB249,366$11,488 12/31/2023
Forum Private Client Group LLC240,692$11,089 12/31/2023
     IUSB240,692$11,089 12/31/2023
PFG Advisors239,326$11,026 12/31/2023
     IUSB239,326$11,026 12/31/2023
Shared Vision Wealth Group LLC238,877$11,005 12/31/2023
     IUSB238,877$11,005 12/31/2023
Orgel Wealth Management LLC232,163$10,696 12/31/2023
     IUSB232,163$10,696 12/31/2023
Security Financial Services INC.230,213$10,606 12/31/2023
     IUSB230,213$10,606 12/31/2023
Wintrust Investments LLC229,707$10,583 12/31/2023
     IUSB229,707$10,583 12/31/2023
Oarsman Capital Inc.222,906$10,269 12/31/2023
     IUSB222,906$10,269 12/31/2023
Comerica Bank221,944$10,225 12/31/2023
     IUSB221,944$10,225 12/31/2023
WealthShield Partners LLC215,083$9,909 12/31/2023
     IUSB215,083$9,909 12/31/2023
R. W. Roge & Company Inc.212,732$9,800 12/31/2023
     IUSB212,732$9,800 12/31/2023
Day & Ennis LLC212,258$9,779 12/31/2023
     IUSB212,258$9,779 12/31/2023
Quotient Wealth Partners LLC211,534$9,745 12/31/2023
     IUSB211,534$9,745 12/31/2023
Sowell Financial Services LLC201,574$9,287 12/31/2023
     IUSB201,574$9,287 12/31/2023
Centurion Wealth Management LLC196,114$9,035 12/31/2023
     IUSB196,114$9,035 12/31/2023
Simplicity Wealth LLC195,811$9,021 12/31/2023
     IUSB195,811$9,021 12/31/2023
Mercer Global Advisors Inc. ADV191,551$8,825 12/31/2023
     IUSB191,551$8,825 12/31/2023
Private Advisor Group LLC190,977$8,798 12/31/2023
     IUSB190,977$8,798 12/31/2023
Ancora Advisors LLC185,495$8,546 12/31/2023
     IUSB185,495$8,546 12/31/2023
Tradition Wealth Management LLC181,559$8,364 12/31/2023
     IUSB181,559$8,364 12/31/2023
My Legacy Advisors LLC180,358$8,280 12/31/2023
     IUSB180,358$8,280 12/31/2023
Galvin Gaustad & Stein LLC179,399$8,265 12/31/2023
     IUSB179,399$8,265 12/31/2023
Dfpg Investments LLC177,413$8,140 12/31/2023
     IUSB177,413$8,140 12/31/2023
Stratos Wealth Advisors LLC173,939$8,013 12/31/2023
     IUSB173,939$8,013 12/31/2023
Apeiron RIA LLC166,683$7,679 12/31/2023
     IUSB166,683$7,679 12/31/2023
Lodestar Private Asset Management LLC160,554$7,397 12/31/2023
     IUSB160,554$7,397 12/31/2023
Stonebrook Private Inc.159,477$7,347 12/31/2023
     IUSB159,477$7,347 12/31/2023
Cypress Wealth Services LLC155,603$7,169 12/31/2023
     IUSB155,603$7,169 12/31/2023
FFG Retirement Advisors LLC154,192$7,104 12/31/2023
     IUSB154,192$7,104 12/31/2023
Focus Financial Network Inc. ADV151,719$6,990 12/31/2023
     IUSB151,719$6,990 12/31/2023
Mosley Wealth Management151,666$6,987 12/31/2023
     IUSB151,666$6,987 12/31/2023
Gallagher Fiduciary Advisors LLC150,407$6,929 12/31/2023
     IUSB150,407$6,929 12/31/2023
WCG Wealth Advisors LLC150,000$6,910 12/31/2023
     IUSB150,000$6,910 12/31/2023
Summit Financial LLC149,971$6,909 12/31/2023
     IUSB149,971$6,909 12/31/2023
Wealth Enhancement Advisory Services LLC149,956$6,908 12/31/2023
     IUSB149,956$6,908 12/31/2023
Triangle Securities Wealth Management148,883$6,859 12/31/2023
     IUSB148,883$6,859 12/31/2023
Kickstand Ventures LLC.148,659$6,849 12/31/2023
     IUSB148,659$6,849 12/31/2023
Paradigm Financial Partners LLC148,608$6,846 12/31/2023
     IUSB148,608$6,846 12/31/2023
LVW Advisors LLC147,966$6,817 12/31/2023
     IUSB147,966$6,817 12/31/2023
West Wealth Group LLC146,564$6,752 12/31/2023
     IUSB146,564$6,752 12/31/2023
Csenge Advisory Group145,886$6,721 12/31/2023
     IUSB145,886$6,721 12/31/2023
RCS Financial Planning LLC143,623$6,617 12/31/2023
     IUSB143,623$6,617 12/31/2023
Apollon Wealth Management LLC139,324$6,419 12/31/2023
     IUSB139,324$6,419 12/31/2023
Swmg LLC134,402$6,192 12/31/2023
     IUSB134,402$6,192 12/31/2023
Copperleaf Capital LLC131,813$6,073 12/31/2023
     IUSB131,813$6,073 12/31/2023
CFO4Life Group LLC130,810$6,026 12/31/2023
     IUSB130,810$6,026 12/31/2023
Advisory Services Network LLC129,752$5,978 12/31/2023
     IUSB129,752$5,978 12/31/2023
Conscious Wealth Investments LLC130,397$5,953 12/31/2023
     IUSB130,397$5,953 12/31/2023
Lincoln National Corp128,900$5,938 12/31/2023
     IUSB128,900$5,938 12/31/2023
Dohj LLC126,498$5,828 12/31/2023
     IUSB126,498$5,828 12/31/2023
First Horizon Advisors Inc.126,133$5,811 12/31/2023
     IUSB126,133$5,811 12/31/2023
Twelve Points Wealth Management LLC124,774$5,748 12/31/2023
     IUSB124,774$5,748 12/31/2023
Principal Securities Inc.120,804$5,565 12/31/2023
     IUSB120,804$5,565 12/31/2023
Mayflower Financial Advisors LLC119,123$5,488 12/31/2023
     IUSB119,123$5,488 12/31/2023
Patton Albertson Miller Group LLC117,401$5,409 12/31/2023
     IUSB117,401$5,409 12/31/2023
PFW Advisors LLC116,859$5,384 12/31/2023
     IUSB116,859$5,384 12/31/2023
Mount Yale Investment Advisors LLC116,749$5,379 12/31/2023
     IUSB116,749$5,379 12/31/2023
Westside Investment Management Inc.115,972$5,343 12/31/2023
     IUSB115,972$5,343 12/31/2023
Snowden Capital Advisors LLC115,497$5,321 12/31/2023
     IUSB115,497$5,321 12/31/2023
Client 1ST Advisory Group LLC113,000$5,206 12/31/2023
     IUSB113,000$5,206 12/31/2023
Squarepoint Ops LLC112,393$5,178 12/31/2023
     IUSB112,393$5,178 12/31/2023
Rockefeller Capital Management L.P.111,922$5,156 12/31/2023
     IUSB111,922$5,156 12/31/2023
TRUE Private Wealth Advisors111,085$5,118 12/31/2023
     IUSB111,085$5,118 12/31/2023
Hoese & Co LLP113,856$5,089 12/31/2023
     IUSB113,856$5,089 12/31/2023
MBA Advisors LLC109,832$5,060 12/31/2023
     IUSB109,832$5,060 12/31/2023
Braun Bostich & Associates Inc.109,355$5,038 12/31/2023
     IUSB109,355$5,038 12/31/2023
Townsquare Capital LLC106,641$4,913 12/31/2023
     IUSB106,641$4,913 12/31/2023
Provence Wealth Management Group105,908$4,879 12/31/2023
     IUSB105,908$4,879 12/31/2023
Northwest Capital Management Inc105,889$4,878 12/31/2023
     IUSB105,889$4,878 12/31/2023
Captrust Financial Advisors105,210$4,847 12/31/2023
     IUSB105,210$4,847 12/31/2023
Life Planning Partners Inc104,339$4,807 12/31/2023
     IUSB104,339$4,807 12/31/2023
One Wealth Management Investment & Advisory Services LLC103,780$4,781 12/31/2023
     IUSB103,780$4,781 12/31/2023
Worth Financial Advisory Group LLC103,342$4,761 12/31/2023
     IUSB103,342$4,761 12/31/2023
Forthright Family Wealth Advisory LLC102,921$4,742 12/31/2023
     IUSB102,921$4,742 12/31/2023
Goldman Sachs Group Inc.101,583$4,680 12/31/2023
     IUSB101,583$4,680 12/31/2023
Royal Fund Management LLC100,370$4,624 12/31/2023
     IUSB100,370$4,624 12/31/2023
Andina Capital Management LLC100,070$4,610 12/31/2023
     IUSB100,070$4,610 12/31/2023
River & Mercantile LLC94,670$4,361 12/31/2023
     IUSB94,670$4,361 12/31/2023
Global Retirement Partners LLC93,912$4,292 12/31/2023
     IUSB93,912$4,292 12/31/2023
Venturi Wealth Management LLC93,043$4,287 12/31/2023
     IUSB93,043$4,287 12/31/2023
Regimen Wealth LLC92,738$4,272 12/31/2023
     IUSB92,738$4,272 12/31/2023
Cliftonlarsonallen Wealth Advisors LLC92,226$4,249 12/31/2023
     IUSB92,226$4,249 12/31/2023
Signal Advisors Wealth LLC91,955$4,236 12/31/2023
     IUSB91,955$4,236 12/31/2023
White Lighthouse Investment Management Inc.90,666$4,177 12/31/2023
     IUSB90,666$4,177 12/31/2023
Keystone Wealth Services LLC89,372$4,117 12/31/2023
     IUSB89,372$4,117 12/31/2023
Maripau Wealth Management LLC89,272$4,113 12/31/2023
     IUSB89,272$4,113 12/31/2023
Peninsula Wealth LLC88,841$4,093 12/31/2023
     IUSB88,841$4,093 12/31/2023
Verus Capital Partners LLC86,857$4,002 12/31/2023
     IUSB86,857$4,002 12/31/2023
Capital Planning LLC86,590$3,989 12/31/2023
     IUSB86,590$3,989 12/31/2023
Actinver Wealth Management Inc.83,457$3,845 12/31/2023
     IUSB83,457$3,845 12/31/2023
Pensionmark Financial Group LLC81,562$3,758 12/31/2023
     IUSB81,562$3,758 12/31/2023
Harbour Investments Inc.81,011$3,732 12/31/2023
     IUSB81,011$3,732 12/31/2023
Financial Advocates Investment Management79,197$3,649 12/31/2023
     IUSB79,197$3,649 12/31/2023
Monticello Wealth Management LLC78,344$3,609 12/31/2023
     IUSB78,344$3,609 12/31/2023
Park Place Capital Corp77,657$3,578 12/31/2023
     IUSB77,657$3,578 12/31/2023
Gateway Wealth Partners LLC76,251$3,513 12/31/2023
     IUSB76,251$3,513 12/31/2023
Transcend Wealth Collective LLC75,642$3,485 12/31/2023
     IUSB75,642$3,485 12/31/2023
IFP Advisors Inc73,542$3,388 12/31/2023
     IUSB73,542$3,388 12/31/2023
Capital Analysts LLC73,397$3,381 12/31/2023
     IUSB73,397$3,381 12/31/2023
Twin Peaks Wealth Advisors LLC71,851$3,310 12/31/2023
     IUSB71,851$3,310 12/31/2023
Bennett Associates Wealth Management70,648$3,255 12/31/2023
     IUSB70,648$3,255 12/31/2023
BCU Wealth Advisors LLC69,435$3,199 12/31/2023
     IUSB69,435$3,199 12/31/2023
AdvisorNet Financial Inc69,249$3,190 12/31/2023
     IUSB69,249$3,190 12/31/2023
Maia Wealth LLC69,085$3,183 12/31/2023
     IUSB69,085$3,183 12/31/2023
Firethorn Wealth Partners LLC68,929$3,176 12/31/2023
     IUSB68,929$3,176 12/31/2023
Robertson Stephens Wealth Management LLC68,821$3,171 12/31/2023
     IUSB68,821$3,171 12/31/2023
Visionary Wealth Advisors65,898$3,036 12/31/2023
     IUSB65,898$3,036 12/31/2023
Maxwell Wealth Strategies Inc.63,621$2,931 12/31/2023
     IUSB63,621$2,931 12/31/2023
Phillips Financial Management LLC62,949$2,900 12/31/2023
     IUSB62,949$2,900 12/31/2023
Arete Wealth Advisors LLC62,803$2,893 12/31/2023
     IUSB62,803$2,893 12/31/2023
OLD Mission Capital LLC61,797$2,847 12/31/2023
     IUSB61,797$2,847 12/31/2023
KFA Private Wealth Group LLC60,473$2,786 12/31/2023
     IUSB60,473$2,786 12/31/2023
Sunesis Advisors LLC60,412$2,783 12/31/2023
     IUSB60,412$2,783 12/31/2023
ETF Portfolio Partners Inc.59,815$2,756 12/31/2023
     IUSB59,815$2,756 12/31/2023
Opal Wealth Advisors LLC59,683$2,750 12/31/2023
     IUSB59,683$2,750 12/31/2023
FC Advisory LLC59,669$2,749 12/31/2023
     IUSB59,669$2,749 12/31/2023
Evolution Wealth Advisors LLC59,603$2,746 12/31/2023
     IUSB59,603$2,746 12/31/2023
Windsor Group LTD62,574$2,735 09/30/2023
     IUSB62,574$2,735 09/30/2023
Savvy Advisors Inc.59,346$2,734 12/31/2023
     IUSB59,346$2,734 12/31/2023
Steward Partners Investment Advisory LLC59,041$2,720 12/31/2023
     IUSB59,041$2,720 12/31/2023
Redwood Investment Management LLC57,306$2,640 12/31/2023
     IUSB57,306$2,640 12/31/2023
Wealthstar Advisors LLC56,960$2,624 12/31/2023
     IUSB56,960$2,624 12/31/2023
Bush Investment Group LLC57,111$2,605 12/31/2023
     IUSB57,111$2,605 12/31/2023
IFG Advisory LLC56,020$2,581 12/31/2023
     IUSB56,020$2,581 12/31/2023
Prime Capital Investment Advisors LLC55,881$2,574 12/31/2023
     IUSB55,881$2,574 12/31/2023
Financial Engines Advisors L.L.C.55,701$2,566 12/31/2023
     IUSB55,701$2,566 12/31/2023
Kraft Davis & Associates LLC56,158$2,560 12/31/2023
     IUSB56,158$2,560 12/31/2023
Hanlon Investment Management Inc.55,541$2,559 12/31/2023
     IUSB55,541$2,559 12/31/2023
Dynamic Advisor Solutions LLC54,819$2,499 12/31/2023
     IUSB54,819$2,499 12/31/2023
Ignite Planners LLC54,359$2,492 12/31/2023
     IUSB54,359$2,492 12/31/2023
Montecito Bank & Trust52,669$2,426 12/31/2023
     IUSB52,669$2,426 12/31/2023
Retireful LLC52,570$2,422 12/31/2023
     IUSB52,570$2,422 12/31/2023
Concorde Asset Management LLC52,228$2,406 12/31/2023
     IUSB52,228$2,406 12/31/2023
Apella Capital LLC50,609$2,311 12/31/2023
     IUSB50,609$2,311 12/31/2023
U.S. Capital Wealth Advisors LLC49,747$2,292 12/31/2023
     IUSB49,747$2,292 12/31/2023
Investment Advisory Group LLC49,456$2,278 12/31/2023
     IUSB49,456$2,278 12/31/2023
Institutional & Family Asset Management LLC49,183$2,266 12/31/2023
     IUSB49,183$2,266 12/31/2023
NBT Bank N A NY47,733$2,199 12/31/2023
     IUSB47,733$2,199 12/31/2023
Continuum Advisory LLC47,418$2,185 12/31/2023
     IUSB47,418$2,185 12/31/2023
Leavell Investment Management Inc.47,039$2,167 12/31/2023
     IUSB47,039$2,167 12/31/2023
Lansing Street Advisors46,786$2,155 12/31/2023
     IUSB46,786$2,155 12/31/2023
Creative Financial Designs Inc. ADV46,617$2,148 12/31/2023
     IUSB46,617$2,148 12/31/2023
Keebeck Wealth Management LLC45,546$2,098 12/31/2023
     IUSB45,546$2,098 12/31/2023
WealthPLAN Partners LLC44,828$2,065 12/31/2023
     IUSB44,828$2,065 12/31/2023
BOS Asset Management LLC44,685$2,059 12/31/2023
     IUSB44,685$2,059 12/31/2023
Patriot Investment Management Inc.44,219$2,037 12/31/2023
     IUSB44,219$2,037 12/31/2023
MA Private Wealth44,116$2,032 12/31/2023
     IUSB44,116$2,032 12/31/2023
Geneos Wealth Management Inc.43,914$2,023 12/31/2023
     IUSB43,914$2,023 12/31/2023
WBH Advisory Inc.42,912$1,977 12/31/2023
     IUSB42,912$1,977 12/31/2023
Ehrlich Financial Group42,253$1,947 12/31/2023
     IUSB42,253$1,947 12/31/2023
Citigroup Inc.41,516$1,913 12/31/2023
     IUSB41,516$1,913 12/31/2023
Leonard Rickey Investment Advisors P.L.L.C.41,255$1,901 12/31/2023
     IUSB41,255$1,901 12/31/2023
Cooper Financial Group41,233$1,900 12/31/2023
     IUSB41,233$1,900 12/31/2023
Tempus Wealth Planning LLC41,077$1,892 12/31/2023
     IUSB41,077$1,892 12/31/2023
Stephens Inc. AR41,026$1,890 12/31/2023
     IUSB41,026$1,890 12/31/2023
Patriot Financial Group Insurance Agency LLC40,852$1,882 12/31/2023
     IUSB40,852$1,882 12/31/2023
Aspire Private Capital LLC40,056$1,845 12/31/2023
     IUSB40,056$1,845 12/31/2023
Sovereign Financial Group Inc.39,869$1,837 12/31/2023
     IUSB39,869$1,837 12/31/2023
First Heartland Consultants Inc.38,911$1,796 12/31/2023
     IUSB38,911$1,796 12/31/2023
Alternative Investment Advisors LLC.41,009$1,793 09/30/2023
     IUSB41,009$1,793 09/30/2023
Nwam LLC38,444$1,771 12/31/2023
     IUSB38,444$1,771 12/31/2023
Kestra Private Wealth Services LLC38,076$1,754 12/31/2023
     IUSB38,076$1,754 12/31/2023
Western Wealth Management LLC37,001$1,705 12/31/2023
     IUSB37,001$1,705 12/31/2023
Iron Financial LLC36,748$1,693 12/31/2023
     IUSB36,748$1,693 12/31/2023
Absolute Capital Management LLC35,845$1,651 12/31/2023
     IUSB35,845$1,651 12/31/2023
Columbus Macro LLC35,707$1,645 12/31/2023
     IUSB35,707$1,645 12/31/2023
Ascent Group LLC34,420$1,563 12/31/2023
     IUSB34,420$1,563 12/31/2023
Clear Creek Financial Management LLC33,791$1,557 12/31/2023
     IUSB33,791$1,557 12/31/2023
Appleton Partners Inc. MA33,311$1,535 12/31/2023
     IUSB33,311$1,535 12/31/2023
Sequoia Financial Advisors LLC33,177$1,528 12/31/2023
     IUSB33,177$1,528 12/31/2023
Courier Capital LLC33,011$1,521 12/31/2023
     IUSB33,011$1,521 12/31/2023
Gladstone Institutional Advisory LLC31,820$1,466 12/31/2023
     IUSB31,820$1,466 12/31/2023
Oliver Lagore Vanvalin Investment Group31,746$1,463 12/31/2023
     IUSB31,746$1,463 12/31/2023
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors31,648$1,458 12/31/2023
     IUSB31,648$1,458 12/31/2023
Broadleaf Partners LLC31,327$1,443 12/31/2023
     IUSB31,327$1,443 12/31/2023
Private Trust Co. NA31,085$1,432 12/31/2023
     IUSB31,085$1,432 12/31/2023
Buttonwood Financial Group LLC30,751$1,417 12/31/2023
     IUSB30,751$1,417 12/31/2023
Tritonpoint Wealth LLC30,592$1,409 12/31/2023
     IUSB30,592$1,409 12/31/2023
Sutton Place Investors LLC30,559$1,408 12/31/2023
     IUSB30,559$1,408 12/31/2023
Truadvice LLC30,702$1,340 09/30/2023
     IUSB30,702$1,340 09/30/2023
TrueWealth Advisors LLC29,013$1,337 12/31/2023
     IUSB29,013$1,337 12/31/2023
Clearview Wealth Advisors LLC28,932$1,333 12/31/2023
     IUSB28,932$1,333 12/31/2023
Cornerstone Planning Group LLC28,689$1,322 12/31/2023
     IUSB28,689$1,322 12/31/2023
Renasant Bank28,394$1,308 12/31/2023
     IUSB28,394$1,308 12/31/2023
Parsons Capital Management Inc. RI28,251$1,302 12/31/2023
     IUSB28,251$1,302 12/31/2023
Old North State Trust LLC29,558$1,292 09/30/2023
     IUSB29,558$1,292 09/30/2023
CAP Partners LLC27,548$1,269 12/31/2023
     IUSB27,548$1,269 12/31/2023
Adroit Compliance LLC26,826$1,236 12/31/2023
     IUSB26,826$1,236 12/31/2023
Klaas Financial Asset Advisors LLC26,826$1,236 12/31/2023
     IUSB26,826$1,236 12/31/2023
Strategic Equity Management26,833$1,236 12/31/2023
     IUSB26,833$1,236 12/31/2023
Resurgent Financial Advisors LLC26,703$1,230 12/31/2023
     IUSB26,703$1,230 12/31/2023
Linscomb & Williams Inc.26,655$1,228 12/31/2023
     IUSB26,655$1,228 12/31/2023
Golden State Equity Partners26,655$1,228 12/31/2023
     IUSB26,655$1,228 12/31/2023
Pettinga Financial Advisors LLC26,436$1,218 12/31/2023
     IUSB26,436$1,218 12/31/2023
Detalus Advisors LLC26,442$1,218 12/31/2023
     IUSB26,442$1,218 12/31/2023
Windward Private Wealth Management Inc.26,220$1,208 12/31/2023
     IUSB26,220$1,208 12/31/2023
Equitable Holdings Inc.25,717$1,185 12/31/2023
     IUSB25,717$1,185 12/31/2023
Argent Advisors Inc.25,634$1,181 12/31/2023
     IUSB25,634$1,181 12/31/2023
Charles Schwab Investment Management Inc.25,503$1,175 12/31/2023
     IUSB25,503$1,175 12/31/2023
Moors & Cabot Inc.24,250$1,117 12/31/2023
     IUSB24,250$1,117 12/31/2023
Coppell Advisory Solutions LLC23,817$1,097 12/31/2023
     IUSB23,817$1,097 12/31/2023
Meridian Wealth Partners LLC23,595$1,087 12/31/2023
     IUSB23,595$1,087 12/31/2023
Qube Research & Technologies Ltd23,349$1,076 12/31/2023
     IUSB23,349$1,076 12/31/2023
EverSource Wealth Advisors LLC23,151$1,067 12/31/2023
     IUSB23,151$1,067 12/31/2023
Certus Wealth Management LLC23,087$1,064 12/31/2023
     IUSB23,087$1,064 12/31/2023
Fragasso Group Inc.22,950$1,057 12/31/2023
     IUSB22,950$1,057 12/31/2023
Vertex Planning Partners LLC22,800$1,050 12/31/2023
     IUSB22,800$1,050 12/31/2023
LexAurum Advisors LLC22,737$1,048 12/31/2023
     IUSB22,737$1,048 12/31/2023
Spectrum Planning & Advisory Services Inc.22,624$1,042 12/31/2023
     IUSB22,624$1,042 12/31/2023
W.H. Cornerstone Investments Inc.22,613$1,042 12/31/2023
     IUSB22,613$1,042 12/31/2023
Richard P Slaughter Associates Inc22,567$1,040 12/31/2023
     IUSB22,567$1,040 12/31/2023
MN Wealth Advisors LLC22,422$1,033 12/31/2023
     IUSB22,422$1,033 12/31/2023
FinTrust Capital Advisors LLC22,243$1,025 12/31/2023
     IUSB22,243$1,025 12/31/2023
Creative Planning22,216$1,024 12/31/2023
     IUSB22,216$1,024 12/31/2023
Richardson Financial Services Inc.22,232$1,024 12/31/2023
     IUSB22,232$1,024 12/31/2023
Wells Financial Advisors INC22,140$1,020 12/31/2023
     IUSB22,140$1,020 12/31/2023
Sigma Planning Corp22,076$1,017 12/31/2023
     IUSB22,076$1,017 12/31/2023
Tarbox Family Office Inc.21,892$1,009 12/31/2023
     IUSB21,892$1,009 12/31/2023
SageView Advisory Group LLC21,789$999 12/31/2023
     IUSB21,789$999 12/31/2023
Coldstream Capital Management Inc.21,088$972 12/31/2023
     IUSB21,088$972 12/31/2023
HBK Sorce Advisory LLC21,093$972 12/31/2023
     IUSB21,093$972 12/31/2023
Harbor Group Inc.20,537$946 12/31/2023
     IUSB20,537$946 12/31/2023
Miracle Mile Advisors LLC20,052$924 12/31/2023
     IUSB20,052$924 12/31/2023
Aveo Capital Partners LLC19,902$917 12/31/2023
     IUSB19,902$917 12/31/2023
ETF Store Inc.19,717$908 12/31/2023
     IUSB19,717$908 12/31/2023
Morris Financial Concepts Inc.19,496$898 12/31/2023
     IUSB19,496$898 12/31/2023
OMNI 360 Wealth Inc.19,482$898 12/31/2023
     IUSB19,482$898 12/31/2023
Vantage Financial Partners LLC19,398$894 12/31/2023
     IUSB19,398$894 12/31/2023
Western Financial Corp CA19,218$885 12/31/2023
     IUSB19,218$885 12/31/2023
RHS Financial LLC19,078$879 12/31/2023
     IUSB19,078$879 12/31/2023
Beverly Hills Private Wealth LLC19,017$876 12/31/2023
     IUSB19,017$876 12/31/2023
Perennial Investment Advisors LLC18,982$875 12/31/2023
     IUSB18,982$875 12/31/2023
Theory Financial LLC18,970$874 12/31/2023
     IUSB18,970$874 12/31/2023
TCG Advisory Services LLC18,788$866 12/31/2023
     IUSB18,788$866 12/31/2023
Private Capital Management LLC18,430$849 12/31/2023
     IUSB18,430$849 12/31/2023
Range Financial Group LLC18,391$847 12/31/2023
     IUSB18,391$847 12/31/2023
Hill Island Financial LLC17,798$820 12/31/2023
     IUSB17,798$820 12/31/2023
Aspiriant LLC17,706$816 12/31/2023
     IUSB17,706$816 12/31/2023
Burt Wealth Advisors17,692$815 12/31/2023
     IUSB17,692$815 12/31/2023
W Advisors LLC17,612$811 12/31/2023
     IUSB17,612$811 12/31/2023
Dentgroup LLC17,466$805 12/31/2023
     IUSB17,466$805 12/31/2023
Morris Retirement Advisors LLC17,197$792 12/31/2023
     IUSB17,197$792 12/31/2023
Shira Ridge Wealth Management17,200$792 12/31/2023
     IUSB17,200$792 12/31/2023
Susquehanna International Group LLP17,095$788 12/31/2023
     IUSB17,095$788 12/31/2023
Cahill Financial Advisors Inc.17,044$785 12/31/2023
     IUSB17,044$785 12/31/2023
Level Four Advisory Services LLC17,019$784 12/31/2023
     IUSB17,019$784 12/31/2023
Baystate Wealth Management LLC16,267$749 12/31/2023
     IUSB16,267$749 12/31/2023
Napatree Capital LLC15,444$712 12/31/2023
     IUSB15,444$712 12/31/2023
Spinnaker Trust15,433$711 12/31/2023
     IUSB15,433$711 12/31/2023
Nations Financial Group Inc. IA ADV15,103$696 12/31/2023
     IUSB15,103$696 12/31/2023
Wilbanks Smith & Thomas Asset Management LLC14,889$686 12/31/2023
     IUSB14,889$686 12/31/2023
BOK Financial Private Wealth Inc.14,422$664 12/31/2023
     IUSB14,422$664 12/31/2023
Family Wealth Group LLC14,268$657 12/31/2023
     IUSB14,268$657 12/31/2023
Beacon Financial Advisory LLC14,187$654 12/31/2023
     IUSB14,187$654 12/31/2023
Verity Asset Management Inc.14,084$649 12/31/2023
     IUSB14,084$649 12/31/2023
Betterment LLC14,059$648 12/31/2023
     IUSB14,059$648 12/31/2023
New Republic Capital LLC13,547$624 12/31/2023
     IUSB13,547$624 12/31/2023
Essential Planning LLC.13,504$622 12/31/2023
     IUSB13,504$622 12/31/2023
StoneX Group Inc.13,440$619 12/31/2023
     IUSB13,440$619 12/31/2023
Legacy Financial Group LLC13,228$609 12/31/2023
     IUSB13,228$609 12/31/2023
Scotia Capital Inc.13,197$608 12/31/2023
     IUSB13,197$608 12/31/2023
ShoreHaven Wealth Partners LLC13,205$608 12/31/2023
     IUSB13,205$608 12/31/2023
Financial Counselors Inc.13,063$602 12/31/2023
     IUSB13,063$602 12/31/2023
LongView Wealth Management13,080$598 12/31/2023
     IUSB13,080$598 12/31/2023
Pinnacle Family Advisors LLC12,941$596 12/31/2023
     IUSB12,941$596 12/31/2023
James J. Burns & Company LLC12,921$596 12/31/2023
     IUSB12,921$596 12/31/2023
CoreCap Advisors LLC12,798$590 12/31/2023
     IUSB12,798$590 12/31/2023
Rehmann Capital Advisory Group12,520$577 12/31/2023
     IUSB12,520$577 12/31/2023
Cape Investment Advisory Inc.12,314$567 12/31/2023
     IUSB12,314$567 12/31/2023
GeoWealth Management LLC12,302$566 12/31/2023
     IUSB12,302$566 12/31/2023
RFP Financial Group LLC12,264$565 12/31/2023
     IUSB12,264$565 12/31/2023
Cahaba Wealth Management Inc.11,928$550 12/31/2023
     IUSB11,928$550 12/31/2023
Sunbelt Securities Inc.11,913$549 12/31/2023
     IUSB11,913$549 12/31/2023
Kingswood Wealth Advisors LLC11,689$539 12/31/2023
     IUSB11,689$539 12/31/2023
Cresset Asset Management LLC11,639$536 12/31/2023
     IUSB11,639$536 12/31/2023
DAVENPORT & Co LLC11,546$532 12/31/2023
     IUSB11,546$532 12/31/2023
Raleigh Capital Management Inc.11,487$529 12/31/2023
     IUSB11,487$529 12/31/2023
We Are One Seven LLC11,451$528 12/31/2023
     IUSB11,451$528 12/31/2023
International Assets Investment Management LLC11,255$519 12/31/2023
     IUSB11,255$519 12/31/2023
Semus Wealth Partners LLC11,260$519 12/31/2023
     IUSB11,260$519 12/31/2023
Daymark Wealth Partners LLC11,198$516 12/31/2023
     IUSB11,198$516 12/31/2023
Panoramic Investment Advisors LLC11,193$516 12/31/2023
     IUSB11,193$516 12/31/2023
Howe & Rusling Inc.11,088$511 12/31/2023
     IUSB11,088$511 12/31/2023
Midwest Heritage Bank FSB11,066$510 12/31/2023
     IUSB11,066$510 12/31/2023
Pallas Capital Advisors LLC10,878$501 12/31/2023
     IUSB10,878$501 12/31/2023
Meridian Wealth Management LLC10,862$500 12/31/2023
     IUSB10,862$500 12/31/2023
JT Stratford LLC10,786$497 12/31/2023
     IUSB10,786$497 12/31/2023
Veracity Capital LLC10,751$495 12/31/2023
     IUSB10,751$495 12/31/2023
Semmax Financial Advisors Inc.10,933$492 12/31/2023
     IUSB10,933$492 12/31/2023
Davidson Investment Advisors10,633$490 12/31/2023
     IUSB10,633$490 12/31/2023
Schmidt P J Investment Management Inc.10,721$489 12/31/2023
     IUSB10,721$489 12/31/2023
Wealthsource Partners LLC10,603$488 12/31/2023
     IUSB10,603$488 12/31/2023
Fiduciary Trust Co.10,550$486 12/31/2023
     IUSB10,550$486 12/31/2023
Prosperity Planning Inc.10,496$484 12/31/2023
     IUSB10,496$484 12/31/2023
Argent Trust Co10,458$482 12/31/2023
     IUSB10,458$482 12/31/2023
Financial Connections Group Inc.10,370$477 12/31/2023
     IUSB10,370$477 12/31/2023
Heritage Wealth Management LLC10,285$474 12/31/2023
     IUSB10,285$474 12/31/2023
Aspire Wealth Management Corp10,281$474 12/31/2023
     IUSB10,281$474 12/31/2023
Bellwether Advisors LLC10,087$465 12/31/2023
     IUSB10,087$465 12/31/2023
McAdam LLC9,975$460 12/31/2023
     IUSB9,975$460 12/31/2023
Hutchens & Kramer Investment Management Group LLC9,625$443 12/31/2023
     IUSB9,625$443 12/31/2023
Objective Capital Management LLC9,515$438 12/31/2023
     IUSB9,515$438 12/31/2023
Aprio Wealth Management LLC9,447$435 12/31/2023
     IUSB9,447$435 12/31/2023
TFB Advisors LLC9,323$430 12/31/2023
     IUSB9,323$430 12/31/2023
Syntegra Private Wealth Group LLC9,280$428 12/31/2023
     IUSB9,280$428 12/31/2023
Quad Cities Investment Group LLC9,346$427 12/31/2023
     IUSB9,346$427 12/31/2023
Latitude Advisors LLC9,254$426 12/31/2023
     IUSB9,254$426 12/31/2023
Vermillion & White Wealth Management Group LLC9,196$424 12/31/2023
     IUSB9,196$424 12/31/2023
Connable Office Inc.8,966$413 12/31/2023
     IUSB8,966$413 12/31/2023
Willis Johnson & Associates Inc.8,929$411 12/31/2023
     IUSB8,929$411 12/31/2023
Arkadios Wealth Advisors8,907$410 12/31/2023
     IUSB8,907$410 12/31/2023
Sound Income Strategies LLC8,763$404 12/31/2023
     IUSB8,763$404 12/31/2023
Beacon Financial Group8,651$399 12/31/2023
     IUSB8,651$399 12/31/2023
Gradient Capital Advisors LLC8,661$399 12/31/2023
     IUSB8,661$399 12/31/2023
Hobart Private Capital LLC8,643$398 12/31/2023
     IUSB8,643$398 12/31/2023
Family Capital Trust Co8,502$392 12/31/2023
     IUSB8,502$392 12/31/2023
Quadcap Wealth Management LLC8,494$391 12/31/2023
     IUSB8,494$391 12/31/2023
Advisors Capital Management LLC8,431$388 12/31/2023
     IUSB8,431$388 12/31/2023
Boston Financial Mangement LLC8,408$387 12/31/2023
     IUSB8,408$387 12/31/2023
Summit Global Investments8,312$383 12/31/2023
     IUSB8,312$383 12/31/2023
City State Bank8,227$379 12/31/2023
     IUSB8,227$379 12/31/2023
Keystone Financial Group8,106$373 12/31/2023
     IUSB8,106$373 12/31/2023
Acorn Financial Advisory Services Inc. ADV7,896$364 12/31/2023
     IUSB7,896$364 12/31/2023
IHT Wealth Management LLC7,902$364 12/31/2023
     IUSB7,902$364 12/31/2023
Pathstone Holdings LLC7,862$362 12/31/2023
     IUSB7,862$362 12/31/2023
Baker Tilly Financial LLC7,842$361 12/31/2023
     IUSB7,842$361 12/31/2023
Sawtooth Solutions LLC7,680$354 12/31/2023
     IUSB7,680$354 12/31/2023
EQ LLC7,682$354 12/31/2023
     IUSB7,682$354 12/31/2023
Pinnacle Bank7,648$352 12/31/2023
     IUSB7,648$352 12/31/2023
Snider Financial Group7,642$352 12/31/2023
     IUSB7,642$352 12/31/2023
Tcwp LLC7,616$351 12/31/2023
     IUSB7,616$351 12/31/2023
Interchange Capital Partners LLC7,427$342 12/31/2023
     IUSB7,427$342 12/31/2023
Wedbush Securities Inc.7,320$337 12/31/2023
     IUSB7,320$337 12/31/2023
Advisor Partners II LLC7,713$337 09/30/2023
     IUSB7,713$337 09/30/2023
Baron Silver Stevens Financial Advisors LLC7,290$336 12/31/2023
     IUSB7,290$336 12/31/2023
Lion Street Advisors LLC7,250$334 12/31/2023
     IUSB7,250$334 12/31/2023
Wiley BROS. Aintree Capital LLC7,159$329 12/31/2023
     IUSB7,159$329 12/31/2023
Benjamin F. Edwards & Company Inc.7,093$327 12/31/2023
     IUSB7,093$327 12/31/2023
Savant Capital LLC7,090$327 12/31/2023
     IUSB7,090$327 12/31/2023
FDx Advisors Inc.7,062$325 12/31/2023
     IUSB7,062$325 12/31/2023
Independent Wealth Network Inc.7,008$323 12/31/2023
     IUSB7,008$323 12/31/2023
Dana Investment Advisors Inc.6,981$322 12/31/2023
     IUSB6,981$322 12/31/2023
Criterion Capital Advisors LLC6,989$322 12/31/2023
     IUSB6,989$322 12/31/2023
180 Wealth Advisors LLC6,910$317 12/31/2023
     IUSB6,910$317 12/31/2023
RDA Financial Network6,874$317 12/31/2023
     IUSB6,874$317 12/31/2023
Beacon Bridge Wealth Partners LLC6,873$317 12/31/2023
     IUSB6,873$317 12/31/2023
Successful Portfolios LLC6,852$316 12/31/2023
     IUSB6,852$316 12/31/2023
ICA Group Wealth Management LLC6,847$315 12/31/2023
     IUSB6,847$315 12/31/2023
Cyndeo Wealth Partners LLC6,698$309 12/31/2023
     IUSB6,698$309 12/31/2023
RWM Asset Management LLC6,754$308 12/31/2023
     IUSB6,754$308 12/31/2023
Insight Wealth Partners LLC6,646$306 12/31/2023
     IUSB6,646$306 12/31/2023
Kingdom Financial Group LLC.6,612$305 12/31/2023
     IUSB6,612$305 12/31/2023
Darden Wealth Group Inc6,567$303 12/31/2023
     IUSB6,567$303 12/31/2023
Fulcrum Equity Management6,186$285 12/31/2023
     IUSB6,186$285 12/31/2023
Kingsview Wealth Management LLC6,106$281 12/31/2023
     IUSB6,106$281 12/31/2023
Howard Financial Services LTD.6,049$279 12/31/2023
     IUSB6,049$279 12/31/2023
Redwood Financial Network Corp5,968$275 12/31/2023
     IUSB5,968$275 12/31/2023
Smartleaf Asset Management LLC5,961$275 12/31/2023
     IUSB5,961$275 12/31/2023
Signature Securities Group Corporation5,939$274 12/31/2023
     IUSB5,939$274 12/31/2023
Bay Colony Advisory Group Inc d b a Bay Colony Advisors5,921$273 12/31/2023
     IUSB5,921$273 12/31/2023
Trilogy Capital Inc.5,897$272 12/31/2023
     IUSB5,897$272 12/31/2023
Imprint Wealth LLC5,864$270 12/31/2023
     IUSB5,864$270 12/31/2023
Valmark Advisers Inc.5,842$269 12/31/2023
     IUSB5,842$269 12/31/2023
Fisher Asset Management LLC5,745$265 12/31/2023
     IUSB5,745$265 12/31/2023
Able Wealth Management LLC5,757$265 12/31/2023
     IUSB5,757$265 12/31/2023
Islay Capital Management LLC5,709$263 12/31/2023
     IUSB5,709$263 12/31/2023
First Trust Investment Solutions L.P.5,665$261 12/31/2023
     IUSB5,665$261 12/31/2023
Lido Advisors LLC5,576$257 12/31/2023
     IUSB5,576$257 12/31/2023
Lineweaver Wealth Advisors LLC5,519$254 12/31/2023
     IUSB5,519$254 12/31/2023
Summit X LLC5,425$250 12/31/2023
     IUSB5,425$250 12/31/2023
Tsfg LLC5,435$250 12/31/2023
     IUSB5,435$250 12/31/2023
Claro Advisors LLC5,377$248 12/31/2023
     IUSB5,377$248 12/31/2023
CIBC World Markets Inc.5,306$244 12/31/2023
     IUSB5,306$244 12/31/2023
Ausdal Financial Partners Inc.5,255$242 12/31/2023
     IUSB5,255$242 12/31/2023
Kovack Advisors Inc.5,182$239 12/31/2023
     IUSB5,182$239 12/31/2023
Thrive Capital Management LLC5,197$239 12/31/2023
     IUSB5,197$239 12/31/2023
Waterloo Capital L.P.5,151$237 12/31/2023
     IUSB5,151$237 12/31/2023
Eqis Capital Management Inc.5,099$235 12/31/2023
     IUSB5,099$235 12/31/2023
Founders Financial Alliance LLC5,100$235 12/31/2023
     IUSB5,100$235 12/31/2023
O ROURKE & COMPANY Inc5,099$235 12/31/2023
     IUSB5,099$235 12/31/2023
Stephens Consulting LLC5,057$233 12/31/2023
     IUSB5,057$233 12/31/2023
Madison Wealth Partners Inc5,023$231 12/31/2023
     IUSB5,023$231 12/31/2023
NewEdge Wealth LLC4,968$229 12/31/2023
     IUSB4,968$229 12/31/2023
Procyon Private Wealth Partners LLC4,830$223 12/31/2023
     IUSB4,830$223 12/31/2023
Prospera Financial Services Inc4,755$219 12/31/2023
     IUSB4,755$219 12/31/2023
Axxcess Wealth Management LLC4,723$218 12/31/2023
     IUSB4,723$218 12/31/2023
Raymond James Trust N.A.4,701$217 12/31/2023
     IUSB4,701$217 12/31/2023
Fermata Advisors LLC4,710$217 12/31/2023
     IUSB4,710$217 12/31/2023
Ameritas Advisory Services LLC4,731$217 12/31/2023
     IUSB4,731$217 12/31/2023
Spectrum Asset Management Inc. NB CA 4,595$212 12/31/2023
     IUSB4,595$212 12/31/2023
Beacon Pointe Advisors LLC4,610$212 12/31/2023
     IUSB4,610$212 12/31/2023
BancorpSouth Bank4,560$210 12/31/2023
     IUSB4,560$210 12/31/2023
Commonwealth Retirement Investments LLC4,512$208 12/31/2023
     IUSB4,512$208 12/31/2023
Personal CFO Solutions LLC4,465$206 12/31/2023
     IUSB4,465$206 12/31/2023
Hazlett Burt & Watson Inc.4,432$204 12/31/2023
     IUSB4,432$204 12/31/2023
HRT Financial LP4,432$204 12/31/2023
     IUSB4,432$204 12/31/2023
MKT Advisors LLC4,432$202 12/31/2023
     IUSB4,432$202 12/31/2023
J.W. Cole Advisors Inc.4,343$200 12/31/2023
     IUSB4,343$200 12/31/2023
Gilbert & Cook Inc.4,344$200 12/31/2023
     IUSB4,344$200 12/31/2023
Salem Investment Counselors Inc.3,961$182 12/31/2023
     IUSB3,961$182 12/31/2023
Financial Management Professionals Inc.3,843$177 12/31/2023
     IUSB3,843$177 12/31/2023
NBC Securities Inc.3,352$154 12/31/2023
     IUSB3,352$154 12/31/2023
Indiana Trust & Investment Management CO3,071$141 12/31/2023
     IUSB3,071$141 12/31/2023
Bogart Wealth LLC3,000$138 12/31/2023
     IUSB3,000$138 12/31/2023
Rockbridge Investment Management LCC2,820$130 12/31/2023
     IUSB2,820$130 12/31/2023
Whittier Trust Co.2,725$126 12/31/2023
     IUSB2,725$126 12/31/2023
JFS Wealth Advisors LLC2,609$120 12/31/2023
     IUSB2,609$120 12/31/2023
Parallel Advisors LLC2,472$114 12/31/2023
     IUSB2,472$114 12/31/2023
Financial Advisory Service Inc.2,360$109 12/31/2023
     IUSB2,360$109 12/31/2023
Thompson Investment Management Inc.1,975$91 12/31/2023
     IUSB1,975$91 12/31/2023
Colonial Trust Co SC1,897$87 12/31/2023
     IUSB1,897$87 12/31/2023
Cullen Frost Bankers Inc.1,670$77 12/31/2023
     IUSB1,670$77 12/31/2023
Fortis Advisors LLC1,645$76 12/31/2023
     IUSB1,645$76 12/31/2023
Massmutual Trust Co. FSB ADV1,480$68 12/31/2023
     IUSB1,480$68 12/31/2023
Harbor Investment Advisory LLC1,443$66 12/31/2023
     IUSB1,443$66 12/31/2023
Bank of Montreal Can1,351$62 12/31/2023
     IUSB1,351$62 12/31/2023
Sandy Spring Bank1,286$59 12/31/2023
     IUSB1,286$59 12/31/2023
Bartlett & Co. LLC1,110$51 12/31/2023
     IUSB1,110$51 12/31/2023
Bartlett & CO. Wealth Management LLC1,110$51 12/31/2023
     IUSB1,110$51 12/31/2023
MCF Advisors LLC1,088$50 12/31/2023
     IUSB1,088$50 12/31/2023
Moisand Fitzgerald Tamayo LLC1,045$48 12/31/2023
     IUSB1,045$48 12/31/2023
Concord Wealth Partners1,016$47 12/31/2023
     IUSB1,016$47 12/31/2023
Fortitude Family Office LLC1,012$47 12/31/2023
     IUSB1,012$47 12/31/2023
Whittier Trust Co. of Nevada Inc.927$43 12/31/2023
     IUSB927$43 12/31/2023
Family Asset Management LLC861$40 12/31/2023
     IUSB861$40 12/31/2023
Plante Moran Financial Advisors LLC837$39 12/31/2023
     IUSB837$39 12/31/2023
Brown Brothers Harriman & Co.797$37 12/31/2023
     IUSB797$37 12/31/2023
Aptus Capital Advisors LLC744$34 12/31/2023
     IUSB744$34 12/31/2023
Tucker Asset Management LLC707$33 12/31/2023
     IUSB707$33 12/31/2023
Key Financial Inc693$32 12/31/2023
     IUSB693$32 12/31/2023
Simplex Trading LLC660$30 12/31/2023
     IUSB660$30 12/31/2023
AlphaCore Capital LLC629$29 12/31/2023
     IUSB629$29 12/31/2023
Planned Solutions Inc.603$28 12/31/2023
     IUSB603$28 12/31/2023
Pineridge Advisors LLC609$28 12/31/2023
     IUSB609$28 12/31/2023
Parkside Financial Bank & Trust593$27 12/31/2023
     IUSB593$27 12/31/2023
Element Wealth LLC515$24 12/31/2023
     IUSB515$24 12/31/2023
Farmers & Merchants Investments Inc.474$22 12/31/2023
     IUSB474$22 12/31/2023
TD Capital Management LLC480$22 12/31/2023
     IUSB480$22 12/31/2023
Arlington Trust Co LLC460$21 12/31/2023
     IUSB460$21 12/31/2023
Arlington Partners LLC426$20 12/31/2023
     IUSB426$20 12/31/2023
Wetzel Investment Advisors Inc.380$18 12/31/2023
     IUSB380$18 12/31/2023
EdgeRock Capital LLC371$17 12/31/2023
     IUSB371$17 12/31/2023
SILVER OAK SECURITIES Inc343$16 12/31/2023
     IUSB343$16 12/31/2023
Cranbrook Wealth Management LLC334$15 12/31/2023
     IUSB334$15 12/31/2023
Huntington National Bank310$14 12/31/2023
     IUSB310$14 12/31/2023
Hanson & Doremus Investment Management287$13 12/31/2023
     IUSB287$13 12/31/2023
O Shaughnessy Asset Management LLC277$13 12/31/2023
     IUSB277$13 12/31/2023
Versant Capital Management Inc233$11 12/31/2023
     IUSB233$11 12/31/2023
Pacifica Partners Inc.237$11 12/31/2023
     IUSB237$11 12/31/2023
Investors Research Corp210$10 12/31/2023
     IUSB210$10 12/31/2023
Scarborough Advisors LLC224$10 12/31/2023
     IUSB224$10 12/31/2023
GoalVest Advisory LLC225$10 12/31/2023
     IUSB225$10 12/31/2023
LGT Financial Advisors LLC213$10 12/31/2023
     IUSB213$10 12/31/2023
Tompkins Financial Corp192$9 12/31/2023
     IUSB192$9 12/31/2023
Impact Partnership Wealth LLC195$9 12/31/2023
     IUSB195$9 12/31/2023
WFA Asset Management Corp202$9 12/31/2023
     IUSB202$9 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC168$8 12/31/2023
     IUSB168$8 12/31/2023
Wiser Advisor Group LLC167$8 12/31/2023
     IUSB167$8 12/31/2023
First Pacific Financial142$7 12/31/2023
     IUSB142$7 12/31/2023
Householder Group Estate & Retirement Specialist LLC157$7 12/31/2023
     IUSB157$7 12/31/2023
Barrett & Company Inc.133$6 12/31/2023
     IUSB133$6 12/31/2023
Oxford Financial Group Ltd.133$6 12/31/2023
     IUSB133$6 12/31/2023
ST Germain D J Co. Inc.98$5 12/31/2023
     IUSB98$5 12/31/2023
Gradient Investments LLC117$5 12/31/2023
     IUSB117$5 12/31/2023
Headlands Technologies LLC101$5 12/31/2023
     IUSB101$5 12/31/2023
Caitlin John LLC108$5 12/31/2023
     IUSB108$5 12/31/2023
Atlantic Edge Private Wealth Management LLC112$5 12/31/2023
     IUSB112$5 12/31/2023
APCM Wealth Management for Individuals97$4 12/31/2023
     IUSB97$4 12/31/2023
Princeton Global Asset Management LLC86$4 12/31/2023
     IUSB86$4 12/31/2023
Integrity Financial Corp WA75$3 12/31/2023
     IUSB75$3 12/31/2023
Steward Financial Group LLC67$3 09/30/2023
     IUSB67$3 09/30/2023
AllSquare Wealth Management LLC33$2 12/31/2023
     IUSB33$2 12/31/2023
SOA Wealth Advisors LLC.41$2 12/31/2023
     IUSB41$2 12/31/2023
Tidemark LLC37$2 12/31/2023
     IUSB37$2 12/31/2023
Signaturefd LLC22$1 12/31/2023
     IUSB22$1 12/31/2023
Tower Research Capital LLC TRC 19$1 12/31/2023
     IUSB19$1 12/31/2023
Salomon & Ludwin LLC17$1 12/31/2023
     IUSB17$1 12/31/2023
Archer Investment Corp20$1 12/31/2023
     IUSB20$1 12/31/2023
Cardiff Park Advisors LLC24$1 12/31/2023
     IUSB24$1 12/31/2023
First Manhattan Co.2$0 12/31/2023
     IUSB2$0 12/31/2023
Capital Investment Advisory Services LLC3$0 12/31/2023
     IUSB3$0 12/31/2023
Quattro Financial Advisors LLC46$0 12/31/2023
     IUSB46$0 12/31/2023
VisionPoint Advisory Group LLC2$0 12/31/2023
     IUSB2$0 12/31/2023
Hoey Investments Inc.1$0 12/31/2023
     IUSB1$0 12/31/2023
Pacific Capital Wealth Advisors Inc.5$0 12/31/2023
     IUSB5$0 12/31/2023
Activest Wealth Management0$0 12/31/2023
     IUSB0$0 12/31/2023
Nemes Rush Group LLC5$0 12/31/2023
     IUSB5$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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