|
|
|
On this page, we present all of the funds holding IWP from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding IWP, with a link to that fund's top holdings. The next columns
indicate the amount of IWP stock held by each of the funds holding IWP, followed by the IWP position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 997 funds holding IWP within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by TIAA Trust National Association. For more details on the positions held by TIAA Trust National Association
(or by any of the other funds holding IWP), click the fund name in the "Holder" column of the funds-holding-IWP table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
TIAA Trust National Association | 11,024,493 | $1,151,619 | 12/31/2023 | IWP | 11,024,493 | $1,151,619 | 12/31/2023 | Morgan Stanley | 10,930,470 | $1,141,797 | 12/31/2023 | IWP | 10,930,470 | $1,141,797 | 12/31/2023 | Bank of America Corp DE | 6,588,038 | $688,186 | 12/31/2023 | IWP | 6,588,038 | $688,186 | 12/31/2023 | Wells Fargo & Company MN | 5,632,447 | $588,365 | 12/31/2023 | IWP | 5,632,447 | $588,365 | 12/31/2023 | Jones Financial Companies Lllp | 3,918,325 | $409,308 | 12/31/2023 | IWP | 3,918,325 | $409,308 | 12/31/2023 | Commonwealth Equity Services LLC | 2,871,614 | $299,969 | 12/31/2023 | IWP | 2,871,614 | $299,969 | 12/31/2023 | The PNC Financial Services Group Inc. | 2,811,258 | $293,664 | 12/31/2023 | IWP | 2,811,258 | $293,664 | 12/31/2023 | Ameriprise Financial Inc. | 2,466,496 | $257,875 | 12/31/2023 | IWP | 2,466,496 | $257,875 | 12/31/2023 | UBS Group AG | | $245,027 | 12/31/2023 | IWP | 2,348,651 | $245,340 | 12/31/2023 | Put | 3,000 | $313 | 12/31/2023 | Envestnet Asset Management Inc. | 2,210,427 | $230,901 | 12/31/2023 | IWP | 2,210,427 | $230,901 | 12/31/2023 | Commerce Bank | 2,071,839 | $216,424 | 12/31/2023 | IWP | 2,071,839 | $216,424 | 12/31/2023 | Cassaday & Co Wealth Management LLC | 2,034,598 | $212,534 | 12/31/2023 | IWP | 2,034,598 | $212,534 | 12/31/2023 | LPL Financial LLC | 1,640,404 | $171,357 | 12/31/2023 | IWP | 1,640,404 | $171,357 | 12/31/2023 | First Citizens Bank & Trust Co. | 1,406,752 | $160,567 | 03/31/2024 | IWP | 1,406,752 | $160,567 | 03/31/2024 | US Bancorp DE | 1,528,182 | $159,634 | 12/31/2023 | IWP | 1,528,182 | $159,634 | 12/31/2023 | FMR LLC | 1,263,824 | $132,019 | 12/31/2023 | IWP | 1,263,824 | $132,019 | 12/31/2023 | Envestnet Portfolio Solutions Inc. | 1,254,941 | $131,091 | 12/31/2023 | IWP | 1,254,941 | $131,091 | 12/31/2023 | Advisor Group Holdings Inc. | 1,148,499 | $120,002 | 12/31/2023 | IWP | 1,148,499 | $120,002 | 12/31/2023 | Goldman Sachs Group Inc. | 953,327 | $99,585 | 12/31/2023 | IWP | 953,327 | $99,585 | 12/31/2023 | JPMorgan Chase & Co. | 933,028 | $97,464 | 12/31/2023 | IWP | 933,028 | $97,464 | 12/31/2023 | GLOBALT Investments LLC GA | 920,724 | $96,179 | 12/31/2023 | IWP | 920,724 | $96,179 | 12/31/2023 | Truist Financial Corp | 911,338 | $95,198 | 12/31/2023 | IWP | 911,338 | $95,198 | 12/31/2023 | Royal Bank of Canada | 861,871 | $90,031 | 12/31/2023 | IWP | 861,871 | $90,031 | 12/31/2023 | Zions Bancorporation N.A. | 840,781 | $87,828 | 12/31/2023 | IWP | 840,781 | $87,828 | 12/31/2023 | American Family Insurance Mutual Holding Co | 754,748 | $78,841 | 12/31/2023 | IWP | 754,748 | $78,841 | 12/31/2023 | CIBC Private Wealth Group LLC | 752,570 | $78,614 | 12/31/2023 | IWP | 752,570 | $78,614 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 650,939 | $74,298 | 03/31/2024 | IWP | 650,939 | $74,298 | 03/31/2024 | Northwestern Mutual Wealth Management Co. | 691,965 | $72,287 | 12/31/2023 | IWP | 691,965 | $72,287 | 12/31/2023 | Cullen Frost Bankers Inc. | 666,877 | $69,662 | 12/31/2023 | IWP | 666,877 | $69,662 | 12/31/2023 | Equitable Holdings Inc. | 588,791 | $61,505 | 12/31/2023 | IWP | 588,791 | $61,505 | 12/31/2023 | Wellington Management Group LLP | 535,164 | $55,903 | 12/31/2023 | IWP | 535,164 | $55,903 | 12/31/2023 | Barclays PLC | 510,940 | $53,373 | 12/31/2023 | IWP | 510,940 | $53,373 | 12/31/2023 | Stephens Group Asset Management LLC | 455,737 | $52,018 | 03/31/2024 | IWP | 455,737 | $52,018 | 03/31/2024 | Mariner LLC | 489,422 | $51,125 | 12/31/2023 | IWP | 489,422 | $51,125 | 12/31/2023 | Summit Rock Advisors LP | 467,237 | $48,808 | 12/31/2023 | IWP | 467,237 | $48,808 | 12/31/2023 | Rodgers & Associates LTD | 465,440 | $48,620 | 12/31/2023 | IWP | 465,440 | $48,620 | 12/31/2023 | AE Wealth Management LLC | 437,609 | $45,818 | 12/31/2023 | IWP | 437,609 | $45,818 | 12/31/2023 | Johnson Investment Counsel Inc. | 434,020 | $45,338 | 12/31/2023 | IWP | 434,020 | $45,338 | 12/31/2023 | Stephens Inc. AR | 376,127 | $39,290 | 12/31/2023 | IWP | 376,127 | $39,290 | 12/31/2023 | Creative Planning | 375,596 | $39,235 | 12/31/2023 | IWP | 375,596 | $39,235 | 12/31/2023 | Raymond James & Associates | 330,649 | $37,740 | 03/31/2024 | IWP | 330,649 | $37,740 | 03/31/2024 | M&T Bank Corp | 359,840 | $37,589 | 12/31/2023 | IWP | 359,840 | $37,589 | 12/31/2023 | Wade G W & Inc. | 337,729 | $35,279 | 12/31/2023 | IWP | 337,729 | $35,279 | 12/31/2023 | AMG National Trust Bank | 323,247 | $33,766 | 12/31/2023 | IWP | 323,247 | $33,766 | 12/31/2023 | RTD Financial Advisors Inc. | 295,725 | $33,754 | 03/31/2024 | IWP | 295,725 | $33,754 | 03/31/2024 | Orion Portfolio Solutions LLC | 307,253 | $31,564 | 12/31/2023 | IWP | 307,253 | $31,564 | 12/31/2023 | Hantz Financial Services Inc. | 298,949 | $31,228 | 12/31/2023 | IWP | 298,949 | $31,228 | 12/31/2023 | Cedar Mountain Advisors LLC | 270,410 | $30,865 | 03/31/2024 | IWP | 270,410 | $30,865 | 03/31/2024 | Krilogy Financial LLC | 260,622 | $29,747 | 03/31/2024 | IWP | 260,622 | $29,747 | 03/31/2024 | HighTower Advisors LLC | 277,351 | $28,980 | 12/31/2023 | IWP | 277,351 | $28,980 | 12/31/2023 | Honkamp Krueger Financial Services Inc. | 272,347 | $28,449 | 12/31/2023 | IWP | 272,347 | $28,449 | 12/31/2023 | Comerica Bank | 271,730 | $28,385 | 12/31/2023 | IWP | 271,730 | $28,385 | 12/31/2023 | One Capital Management LLC | 265,365 | $27,720 | 12/31/2023 | IWP | 265,365 | $27,720 | 12/31/2023 | Truepoint Inc. | 258,388 | $26,991 | 12/31/2023 | IWP | 258,388 | $26,991 | 12/31/2023 | CSM Advisors LLC | 249,000 | $26,011 | 12/31/2023 | IWP | 249,000 | $26,011 | 12/31/2023 | NSI Retail Advisors LLC | 249,000 | $26,011 | 12/31/2023 | IWP | 249,000 | $26,011 | 12/31/2023 | Fifth Third Bancorp | 227,689 | $25,988 | 03/31/2024 | IWP | 227,689 | $25,988 | 03/31/2024 | Accredited Investors Inc. | 244,291 | $25,519 | 12/31/2023 | IWP | 244,291 | $25,519 | 12/31/2023 | Angeles Investment Advisors LLC | 232,000 | $24,235 | 12/31/2023 | IWP | 232,000 | $24,235 | 12/31/2023 | Proficio Capital Partners LLC | 229,558 | $24,049 | 12/31/2023 | IWP | 229,558 | $24,049 | 12/31/2023 | Badgley Phelps Wealth Managers LLC | 222,049 | $23,195 | 12/31/2023 | IWP | 222,049 | $23,195 | 12/31/2023 | Baird Financial Group Inc. | 219,391 | $22,918 | 12/31/2023 | IWP | 219,391 | $22,918 | 12/31/2023 | Keybank National Association OH | 209,892 | $21,925 | 12/31/2023 | IWP | 209,892 | $21,925 | 12/31/2023 | Falcon Wealth Planning | 187,837 | $21,440 | 03/31/2024 | IWP | 187,837 | $21,440 | 03/31/2024 | BKD Wealth Advisors LLC | 185,023 | $21,119 | 03/31/2024 | IWP | 185,023 | $21,119 | 03/31/2024 | Captrust Financial Advisors | 200,541 | $20,948 | 12/31/2023 | IWP | 200,541 | $20,948 | 12/31/2023 | SRS Capital Advisors Inc. | 198,177 | $20,702 | 12/31/2023 | IWP | 198,177 | $20,702 | 12/31/2023 | BlackRock Inc. | 196,482 | $20,525 | 12/31/2023 | IWP | 196,482 | $20,525 | 12/31/2023 | Integrated Investment Consultants LLC | 177,257 | $20,232 | 03/31/2024 | IWP | 177,257 | $20,232 | 03/31/2024 | Hsbc Holdings PLC | 190,230 | $19,871 | 12/31/2023 | IWP | 190,230 | $19,871 | 12/31/2023 | Steward Partners Investment Advisory LLC | 187,378 | $19,574 | 12/31/2023 | IWP | 187,378 | $19,574 | 12/31/2023 | Bank of Montreal Can | 182,378 | $19,173 | 12/31/2023 | IWP | 182,378 | $19,173 | 12/31/2023 | Healthcare of Ontario Pension Plan Trust Fund | 177,000 | $18,489 | 12/31/2023 | IWP | 177,000 | $18,489 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 161,211 | $18,401 | 03/31/2024 | IWP | 161,211 | $18,401 | 03/31/2024 | Cetera Advisor Networks LLC | 175,121 | $18,293 | 12/31/2023 | IWP | 175,121 | $18,293 | 12/31/2023 | GenWealth Group Inc. | 158,219 | $18,059 | 03/31/2024 | IWP | 158,219 | $18,059 | 03/31/2024 | Bishop & Co Investment Management LLC | 152,488 | $17,405 | 03/31/2024 | IWP | 152,488 | $17,405 | 03/31/2024 | Rockefeller Capital Management L.P. | 162,705 | $16,996 | 12/31/2023 | IWP | 162,705 | $16,996 | 12/31/2023 | Sterling Manor Financial LLC | 142,699 | $16,288 | 03/31/2024 | IWP | 142,699 | $16,288 | 03/31/2024 | LBJ Family Wealth Advisors Ltd. | 140,762 | $16,067 | 03/31/2024 | IWP | 140,762 | $16,067 | 03/31/2024 | Northern Trust Corp | 153,358 | $16,020 | 12/31/2023 | IWP | 153,358 | $16,020 | 12/31/2023 | MML Investors Services LLC | 153,322 | $16,016 | 12/31/2023 | IWP | 153,322 | $16,016 | 12/31/2023 | Prudential Financial Inc. | 151,377 | $15,813 | 12/31/2023 | IWP | 151,377 | $15,813 | 12/31/2023 | Ausdal Financial Partners Inc. | 136,254 | $15,552 | 03/31/2024 | IWP | 136,254 | $15,552 | 03/31/2024 | Synovus Financial Corp | 147,376 | $15,397 | 12/31/2023 | IWP | 147,376 | $15,397 | 12/31/2023 | Congress Asset Management Co. MA | 131,996 | $15,066 | 03/31/2024 | IWP | 131,996 | $15,066 | 03/31/2024 | Kestra Advisory Services LLC | 137,112 | $14,323 | 12/31/2023 | IWP | 137,112 | $14,323 | 12/31/2023 | FSA Wealth Management LLC | 136,592 | $14,268 | 12/31/2023 | IWP | 136,592 | $14,268 | 12/31/2023 | UMB Bank N A MO | 122,725 | $14,008 | 03/31/2024 | IWP | 122,725 | $14,008 | 03/31/2024 | Cetera Advisors LLC | 133,412 | $13,936 | 12/31/2023 | IWP | 133,412 | $13,936 | 12/31/2023 | Stifel Financial Corp | 132,884 | $13,882 | 12/31/2023 | IWP | 132,884 | $13,882 | 12/31/2023 | Bartlett & Co. LLC | 131,465 | $13,820 | 12/31/2023 | IWP | 131,465 | $13,820 | 12/31/2023 | Bartlett & CO. Wealth Management LLC | 131,465 | $13,820 | 12/31/2023 | IWP | 131,465 | $13,820 | 12/31/2023 | Private Advisor Group LLC | 131,712 | $13,759 | 12/31/2023 | IWP | 131,712 | $13,759 | 12/31/2023 | BOKF NA | 130,359 | $13,617 | 12/31/2023 | IWP | 130,359 | $13,617 | 12/31/2023 | JMG Financial Group Ltd. | 129,345 | $13,511 | 12/31/2023 | IWP | 129,345 | $13,511 | 12/31/2023 | Moneta Group Investment Advisors LLC | 128,293 | $13,401 | 12/31/2023 | IWP | 128,293 | $13,401 | 12/31/2023 | CHURCHILL MANAGEMENT Corp | 116,918 | $13,345 | 03/31/2024 | IWP | 116,918 | $13,345 | 03/31/2024 | Kestra Private Wealth Services LLC | 125,603 | $13,120 | 12/31/2023 | IWP | 125,603 | $13,120 | 12/31/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 124,884 | $13,035 | 12/31/2023 | IWP | 124,884 | $13,035 | 12/31/2023 | First Citizens Asset Management Inc. | 114,955 | $12,732 | 12/31/2023 | IWP | 114,955 | $12,732 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 106,663 | $12,175 | 03/31/2024 | IWP | 106,663 | $12,175 | 03/31/2024 | Mechanics Bank Trust Department | 106,133 | $12,114 | 03/31/2024 | IWP | 106,133 | $12,114 | 03/31/2024 | RMB Capital Management LLC | 114,684 | $11,980 | 12/31/2023 | IWP | 114,684 | $11,980 | 12/31/2023 | Bank of New York Mellon Corp | 104,473 | $11,925 | 03/31/2024 | IWP | 104,473 | $11,925 | 03/31/2024 | MAI Capital Management | 114,137 | $11,923 | 12/31/2023 | IWP | 114,137 | $11,923 | 12/31/2023 | Voya Investment Management LLC | 112,779 | $11,781 | 12/31/2023 | IWP | 112,779 | $11,781 | 12/31/2023 | TCG Advisory Services LLC | 109,507 | $11,439 | 12/31/2023 | IWP | 109,507 | $11,439 | 12/31/2023 | National Asset Management Inc. | 109,070 | $11,393 | 12/31/2023 | IWP | 109,070 | $11,393 | 12/31/2023 | Susquehanna International Group LLP | | $11,370 | 12/31/2023 | Call | 65,100 | $6,800 | 12/31/2023 | IWP | 46,045 | $4,810 | 12/31/2023 | Put | 2,300 | $240 | 12/31/2023 | LMG Wealth Partners LLC | 105,435 | $11,014 | 12/31/2023 | IWP | 105,435 | $11,014 | 12/31/2023 | Focus Financial Network Inc. ADV | 105,348 | $11,005 | 12/31/2023 | IWP | 105,348 | $11,005 | 12/31/2023 | Connecticut Wealth Management LLC | 101,288 | $10,581 | 12/31/2023 | IWP | 101,288 | $10,581 | 12/31/2023 | Taylor Cottrill Erickson & Associates Inc. | 99,125 | $10,355 | 12/31/2023 | IWP | 99,125 | $10,355 | 12/31/2023 | Farmers & Merchants Investments Inc. | 90,687 | $10,351 | 03/31/2024 | IWP | 90,687 | $10,351 | 03/31/2024 | Occidental Asset Management LLC | 90,322 | $10,309 | 03/31/2024 | IWP | 90,322 | $10,309 | 03/31/2024 | Pinnacle Financial Partners Inc. | 98,374 | $10,276 | 12/31/2023 | IWP | 98,374 | $10,276 | 12/31/2023 | CI Private Wealth LLC | 96,815 | $10,113 | 12/31/2023 | IWP | 96,815 | $10,113 | 12/31/2023 | Sontag Advisory LLC | 96,651 | $10,096 | 12/31/2023 | IWP | 96,651 | $10,096 | 12/31/2023 | EP Wealth Advisors LLC | 91,198 | $9,527 | 12/31/2023 | IWP | 91,198 | $9,527 | 12/31/2023 | Pathstone Holdings LLC | 90,778 | $9,483 | 12/31/2023 | IWP | 90,778 | $9,483 | 12/31/2023 | Southern Capital Advisors LLC | 87,626 | $9,153 | 12/31/2023 | IWP | 87,626 | $9,153 | 12/31/2023 | Janney Montgomery Scott LLC | 86,940 | $9,082 | 12/31/2023 | IWP | 86,940 | $9,082 | 12/31/2023 | Johnson Financial Group Inc. | 85,530 | $8,934 | 12/31/2023 | IWP | 85,530 | $8,934 | 12/31/2023 | Warren Averett Asset Management LLC | 85,466 | $8,928 | 12/31/2023 | IWP | 85,466 | $8,928 | 12/31/2023 | Taddei Ludwig & Associates Inc. | 75,655 | $8,635 | 03/31/2024 | IWP | 75,655 | $8,635 | 03/31/2024 | Strategic Wealth Partners Group LLC | 79,653 | $8,321 | 12/31/2023 | IWP | 79,653 | $8,321 | 12/31/2023 | Simplicity Wealth LLC | 71,617 | $8,174 | 03/31/2024 | IWP | 71,617 | $8,174 | 03/31/2024 | Whitaker Myers Wealth Managers LTD. | 71,414 | $8,151 | 03/31/2024 | IWP | 71,414 | $8,151 | 03/31/2024 | Pegasus Partners Ltd. | 70,307 | $8,025 | 03/31/2024 | IWP | 70,307 | $8,025 | 03/31/2024 | Assetmark Inc. | 73,775 | $7,707 | 12/31/2023 | IWP | 73,775 | $7,707 | 12/31/2023 | Sequent Asset Management LLC | 67,320 | $7,684 | 03/31/2024 | IWP | 67,320 | $7,684 | 03/31/2024 | Mercer Global Advisors Inc. ADV | 72,221 | $7,544 | 12/31/2023 | IWP | 72,221 | $7,544 | 12/31/2023 | Cetera Investment Advisers | 72,109 | $7,533 | 12/31/2023 | IWP | 72,109 | $7,533 | 12/31/2023 | GHP Investment Advisors Inc. | 65,495 | $7,476 | 03/31/2024 | IWP | 65,495 | $7,476 | 03/31/2024 | Boston Private Wealth LLC | 70,365 | $7,350 | 12/31/2023 | IWP | 70,365 | $7,350 | 12/31/2023 | Argent Trust Co | 69,525 | $7,263 | 12/31/2023 | IWP | 69,525 | $7,263 | 12/31/2023 | First Merchants Corp | 62,730 | $7,160 | 03/31/2024 | IWP | 62,730 | $7,160 | 03/31/2024 | XML Financial LLC | 68,540 | $7,160 | 12/31/2023 | IWP | 68,540 | $7,160 | 12/31/2023 | Conning Inc. | 60,781 | $6,938 | 03/31/2024 | IWP | 60,781 | $6,938 | 03/31/2024 | J.W. Cole Advisors Inc. | 65,993 | $6,894 | 12/31/2023 | IWP | 65,993 | $6,894 | 12/31/2023 | Oppenheimer & Co. Inc. | 64,858 | $6,775 | 12/31/2023 | IWP | 64,858 | $6,775 | 12/31/2023 | Mill Creek Capital Advisors LLC | 64,365 | $6,724 | 12/31/2023 | IWP | 64,365 | $6,724 | 12/31/2023 | Freestone Capital Holdings LLC | 64,271 | $6,714 | 12/31/2023 | IWP | 64,271 | $6,714 | 12/31/2023 | Coco Enterprises LLC | 63,713 | $6,655 | 12/31/2023 | IWP | 63,713 | $6,655 | 12/31/2023 | Corundum Group Inc. | 58,144 | $6,637 | 03/31/2024 | IWP | 58,144 | $6,637 | 03/31/2024 | Tocqueville Asset Management L.P. | 63,299 | $6,612 | 12/31/2023 | IWP | 63,299 | $6,612 | 12/31/2023 | Crescent Grove Advisors LLC | 63,046 | $6,586 | 12/31/2023 | IWP | 63,046 | $6,586 | 12/31/2023 | NorthRock Partners LLC | 60,127 | $6,281 | 12/31/2023 | IWP | 60,127 | $6,281 | 12/31/2023 | Oppenheimer Asset Management Inc. | 59,549 | $6,220 | 12/31/2023 | IWP | 59,549 | $6,220 | 12/31/2023 | Wescott Financial Advisory Group LLC | 59,026 | $6,166 | 12/31/2023 | IWP | 59,026 | $6,166 | 12/31/2023 | Petra Financial Advisors Inc. | 52,931 | $6,042 | 03/31/2024 | IWP | 52,931 | $6,042 | 03/31/2024 | GWM Advisors LLC | 57,037 | $5,978 | 12/31/2023 | IWP | 57,037 | $5,978 | 12/31/2023 | First Horizon Advisors Inc. | 52,091 | $5,946 | 03/31/2024 | IWP | 52,091 | $5,946 | 03/31/2024 | Mesirow Financial Investment Management Inc. | 51,993 | $5,935 | 03/31/2024 | IWP | 51,993 | $5,935 | 03/31/2024 | Granite Bay Wealth Management LLC | 56,700 | $5,923 | 12/31/2023 | IWP | 56,700 | $5,923 | 12/31/2023 | McAdam LLC | 50,827 | $5,801 | 03/31/2024 | IWP | 50,827 | $5,801 | 03/31/2024 | Citadel Advisors LLC | | $5,788 | 12/31/2023 | Call | 33,800 | $3,531 | 12/31/2023 | IWP | 23,498 | $2,455 | 12/31/2023 | Put | 1,900 | $198 | 12/31/2023 | Estate Counselors LLC | 55,140 | $5,760 | 12/31/2023 | IWP | 55,140 | $5,760 | 12/31/2023 | Modera Wealth Management LLC | 54,907 | $5,736 | 12/31/2023 | IWP | 54,907 | $5,736 | 12/31/2023 | Forte Capital LLC ADV | 54,118 | $5,653 | 12/31/2023 | IWP | 54,118 | $5,653 | 12/31/2023 | Avantax Advisory Services Inc. | 53,121 | $5,549 | 12/31/2023 | IWP | 53,121 | $5,549 | 12/31/2023 | Stonebridge Capital Advisors LLC | 52,558 | $5,490 | 12/31/2023 | IWP | 52,558 | $5,490 | 12/31/2023 | CWM LLC | 47,491 | $5,421 | 03/31/2024 | IWP | 47,491 | $5,421 | 03/31/2024 | Powell Investment Advisors LLC | 47,002 | $5,365 | 03/31/2024 | IWP | 47,002 | $5,365 | 03/31/2024 | Fifth Third Securities Inc. | 46,824 | $5,344 | 03/31/2024 | IWP | 46,824 | $5,344 | 03/31/2024 | Condor Capital Management | 51,000 | $5,327 | 12/31/2023 | IWP | 51,000 | $5,327 | 12/31/2023 | Blair William & Co. IL | 50,126 | $5,236 | 12/31/2023 | IWP | 50,126 | $5,236 | 12/31/2023 | Peapack Gladstone Financial Corp | 50,127 | $5,236 | 12/31/2023 | IWP | 50,127 | $5,236 | 12/31/2023 | Vance Wealth Inc. | 49,120 | $5,131 | 12/31/2023 | IWP | 49,120 | $5,131 | 12/31/2023 | Mainsail Financial Group LLC | 44,514 | $5,081 | 03/31/2024 | IWP | 44,514 | $5,081 | 03/31/2024 | Lee Financial Co | 48,534 | $5,070 | 12/31/2023 | IWP | 48,534 | $5,070 | 12/31/2023 | 9258 Wealth Management LLC | 47,897 | $5,003 | 12/31/2023 | IWP | 47,897 | $5,003 | 12/31/2023 | OLD National Bancorp IN | 43,551 | $4,971 | 03/31/2024 | IWP | 43,551 | $4,971 | 03/31/2024 | Sowell Financial Services LLC | 47,521 | $4,964 | 12/31/2023 | IWP | 47,521 | $4,964 | 12/31/2023 | Cresset Asset Management LLC | 45,633 | $4,767 | 12/31/2023 | IWP | 45,633 | $4,767 | 12/31/2023 | Investment Partners LTD. | 41,721 | $4,762 | 03/31/2024 | IWP | 41,721 | $4,762 | 03/31/2024 | Great Valley Advisor Group Inc. | 45,431 | $4,746 | 12/31/2023 | IWP | 45,431 | $4,746 | 12/31/2023 | Berkshire Bank | 41,456 | $4,732 | 03/31/2024 | IWP | 41,456 | $4,732 | 03/31/2024 | Kayne Anderson Rudnick Investment Management LLC | 44,915 | $4,690 | 12/31/2023 | IWP | 44,915 | $4,690 | 12/31/2023 | Platte River Wealth Advisors LLC | 40,910 | $4,669 | 03/31/2024 | IWP | 40,910 | $4,669 | 03/31/2024 | Lido Advisors LLC | 44,469 | $4,645 | 12/31/2023 | IWP | 44,469 | $4,645 | 12/31/2023 | CENTRAL TRUST Co | 40,328 | $4,603 | 03/31/2024 | IWP | 40,328 | $4,603 | 03/31/2024 | Tolleson Wealth Management Inc. | 43,850 | $4,581 | 12/31/2023 | IWP | 43,850 | $4,581 | 12/31/2023 | Transamerica Financial Advisors Inc. | 43,345 | $4,528 | 12/31/2023 | IWP | 43,345 | $4,528 | 12/31/2023 | Bellwether Advisors LLC | 42,914 | $4,483 | 12/31/2023 | IWP | 42,914 | $4,483 | 12/31/2023 | Clear Harbor Asset Management LLC | 41,705 | $4,357 | 12/31/2023 | IWP | 41,705 | $4,357 | 12/31/2023 | Jefferies Financial Group Inc. | 41,497 | $4,335 | 12/31/2023 | IWP | 41,497 | $4,335 | 12/31/2023 | Global Assets Advisory LLC | 37,545 | $4,285 | 03/31/2024 | IWP | 37,545 | $4,285 | 03/31/2024 | McKinley Carter Wealth Services Inc. | 37,390 | $4,268 | 03/31/2024 | IWP | 37,390 | $4,268 | 03/31/2024 | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 40,830 | $4,265 | 12/31/2023 | IWP | 40,830 | $4,265 | 12/31/2023 | Cerity Partners LLC | 40,284 | $4,208 | 12/31/2023 | IWP | 40,284 | $4,208 | 12/31/2023 | Stratos Wealth Partners LTD. | 36,727 | $4,192 | 03/31/2024 | IWP | 36,727 | $4,192 | 03/31/2024 | Citigroup Inc. | 39,949 | $4,173 | 12/31/2023 | IWP | 39,949 | $4,173 | 12/31/2023 | Amarillo National Bank | 36,481 | $4,164 | 03/31/2024 | IWP | 36,481 | $4,164 | 03/31/2024 | HM Payson & Co. | 39,568 | $4,133 | 12/31/2023 | IWP | 39,568 | $4,133 | 12/31/2023 | Total Clarity Wealth Management Inc. | 36,150 | $4,126 | 03/31/2024 | IWP | 36,150 | $4,126 | 03/31/2024 | Millennium Management LLC | 38,785 | $4,051 | 12/31/2023 | IWP | 38,785 | $4,051 | 12/31/2023 | Dentgroup LLC | 35,287 | $4,028 | 03/31/2024 | IWP | 35,287 | $4,028 | 03/31/2024 | Vanguard Group Inc. | 37,964 | $3,966 | 12/31/2023 | IWP | 37,964 | $3,966 | 12/31/2023 | Courier Capital LLC | 34,604 | $3,950 | 03/31/2024 | IWP | 34,604 | $3,950 | 03/31/2024 | Burns Matteson Capital Management LLC | 37,299 | $3,896 | 12/31/2023 | IWP | 37,299 | $3,896 | 12/31/2023 | Acima Private Wealth LLC | 37,139 | $3,880 | 12/31/2023 | IWP | 37,139 | $3,880 | 12/31/2023 | TAGStone Capital Inc. | 36,258 | $3,788 | 12/31/2023 | IWP | 36,258 | $3,788 | 12/31/2023 | Atlas Brown Inc. | 33,131 | $3,782 | 03/31/2024 | IWP | 33,131 | $3,782 | 03/31/2024 | Coldstream Capital Management Inc. | 36,148 | $3,776 | 12/31/2023 | IWP | 36,148 | $3,776 | 12/31/2023 | Strategic Equity Management | 32,974 | $3,764 | 03/31/2024 | IWP | 32,974 | $3,764 | 03/31/2024 | Huntington National Bank | 34,889 | $3,645 | 12/31/2023 | IWP | 34,889 | $3,645 | 12/31/2023 | Eukles Asset Management | 34,522 | $3,606 | 12/31/2023 | IWP | 34,522 | $3,606 | 12/31/2023 | Auour Investments LLC | 34,008 | $3,570 | 12/31/2023 | IWP | 34,008 | $3,570 | 12/31/2023 | Widmann Financial Services Inc. | 33,742 | $3,525 | 12/31/2023 | IWP | 33,742 | $3,525 | 12/31/2023 | Financial Engines Advisors L.L.C. | 33,717 | $3,522 | 12/31/2023 | IWP | 33,717 | $3,522 | 12/31/2023 | KMG Fiduciary Partners LLC | 30,492 | $3,480 | 03/31/2024 | IWP | 30,492 | $3,480 | 03/31/2024 | Virtue Capital Management LLC | 34,314 | $3,461 | 12/31/2023 | IWP | 34,314 | $3,461 | 12/31/2023 | MV Capital Management Inc. | 30,243 | $3,452 | 03/31/2024 | IWP | 30,243 | $3,452 | 03/31/2024 | All Season Financial Advisors Inc. | 29,991 | $3,423 | 03/31/2024 | IWP | 29,991 | $3,423 | 03/31/2024 | Arcadia Wealth Management LLC | 32,770 | $3,423 | 12/31/2023 | IWP | 32,770 | $3,423 | 12/31/2023 | EisnerAmper Wealth Management Corporate Benefits LLC | 32,541 | $3,399 | 12/31/2023 | IWP | 32,541 | $3,399 | 12/31/2023 | Price T Rowe Associates Inc. MD | 32,352 | $3,380 | 12/31/2023 | IWP | 32,352 | $3,380 | 12/31/2023 | Hofer & Associates. Inc | 29,425 | $3,359 | 03/31/2024 | IWP | 29,425 | $3,359 | 03/31/2024 | Glenview Trust Co | 31,975 | $3,340 | 12/31/2023 | IWP | 31,975 | $3,340 | 12/31/2023 | Dougherty Wealth Advisers LLC | 29,229 | $3,336 | 03/31/2024 | IWP | 29,229 | $3,336 | 03/31/2024 | MY Purposeful Wealth CORP. | 31,842 | $3,326 | 12/31/2023 | IWP | 31,842 | $3,326 | 12/31/2023 | Country Club Bank GFN | 29,093 | $3,321 | 03/31/2024 | IWP | 29,093 | $3,321 | 03/31/2024 | IMS Capital Management | 31,736 | $3,315 | 12/31/2023 | IWP | 31,736 | $3,315 | 12/31/2023 | United Capital Financial Advisers LLC | 31,656 | $3,307 | 12/31/2023 | IWP | 31,656 | $3,307 | 12/31/2023 | RSM US Wealth Management LLC | 31,478 | $3,288 | 12/31/2023 | IWP | 31,478 | $3,288 | 12/31/2023 | Fred Alger Management LLC | 30,969 | $3,235 | 12/31/2023 | IWP | 30,969 | $3,235 | 12/31/2023 | AdvisorNet Financial Inc | 28,320 | $3,232 | 03/31/2024 | IWP | 28,320 | $3,232 | 03/31/2024 | Vision Capital Management Inc. | 30,883 | $3,226 | 12/31/2023 | IWP | 30,883 | $3,226 | 12/31/2023 | Regions Financial Corp | 28,086 | $3,206 | 03/31/2024 | IWP | 28,086 | $3,206 | 03/31/2024 | FMA Wealth Management LLC | 30,634 | $3,200 | 12/31/2023 | IWP | 30,634 | $3,200 | 12/31/2023 | Two Sigma Advisers LP | 30,400 | $3,176 | 12/31/2023 | IWP | 30,400 | $3,176 | 12/31/2023 | Mathes Company Inc. | 30,180 | $3,152 | 12/31/2023 | IWP | 30,180 | $3,152 | 12/31/2023 | Noked Israel Ltd | 30,000 | $3,134 | 12/31/2023 | IWP | 30,000 | $3,134 | 12/31/2023 | Atria Wealth Solutions Inc. | 29,756 | $3,108 | 12/31/2023 | IWP | 29,756 | $3,108 | 12/31/2023 | Wesbanco Bank Inc. | 27,194 | $3,104 | 03/31/2024 | IWP | 27,194 | $3,104 | 03/31/2024 | Stock Yards Bank & Trust Co. | 29,415 | $3,073 | 12/31/2023 | IWP | 29,415 | $3,073 | 12/31/2023 | Sawtooth Solutions LLC | 29,341 | $3,065 | 12/31/2023 | IWP | 29,341 | $3,065 | 12/31/2023 | Claro Advisors LLC | 26,332 | $3,005 | 03/31/2024 | IWP | 26,332 | $3,005 | 03/31/2024 | Bessemer Group Inc. | 28,602 | $2,988 | 12/31/2023 | IWP | 28,602 | $2,988 | 12/31/2023 | Processus Wealth & Capital Management LLC | 26,095 | $2,979 | 03/31/2024 | IWP | 26,095 | $2,979 | 03/31/2024 | ARK & TLK Investments LLC | 28,187 | $2,944 | 12/31/2023 | IWP | 28,187 | $2,944 | 12/31/2023 | HWG Holdings LP | 27,890 | $2,913 | 12/31/2023 | IWP | 27,890 | $2,913 | 12/31/2023 | Prospera Financial Services Inc | 27,747 | $2,898 | 12/31/2023 | IWP | 27,747 | $2,898 | 12/31/2023 | Bank of Hawaii | 27,508 | $2,873 | 12/31/2023 | IWP | 27,508 | $2,873 | 12/31/2023 | Alpine Global Management LLC | 27,498 | $2,872 | 12/31/2023 | IWP | 27,498 | $2,872 | 12/31/2023 | Sequoia Financial Advisors LLC | 27,141 | $2,835 | 12/31/2023 | IWP | 27,141 | $2,835 | 12/31/2023 | Thrivent Financial for Lutherans | 26,877 | $2,808 | 12/31/2023 | IWP | 26,877 | $2,808 | 12/31/2023 | Bleakley Financial Group LLC | 26,763 | $2,796 | 12/31/2023 | IWP | 26,763 | $2,796 | 12/31/2023 | Park Avenue Securities LLC | 24,486 | $2,795 | 03/31/2024 | IWP | 24,486 | $2,795 | 03/31/2024 | Savant Capital LLC | 26,664 | $2,785 | 12/31/2023 | IWP | 26,664 | $2,785 | 12/31/2023 | Hilltop Holdings Inc. | 26,387 | $2,756 | 12/31/2023 | IWP | 26,387 | $2,756 | 12/31/2023 | Lowery Thomas LLC | 26,280 | $2,745 | 12/31/2023 | IWP | 26,280 | $2,745 | 12/31/2023 | Pinnacle Associates Ltd. | 24,032 | $2,743 | 03/31/2024 | IWP | 24,032 | $2,743 | 03/31/2024 | Midwest Professional Planners LTD. | 26,234 | $2,740 | 12/31/2023 | IWP | 26,234 | $2,740 | 12/31/2023 | Principal Financial Group Inc. | 26,200 | $2,737 | 12/31/2023 | IWP | 26,200 | $2,737 | 12/31/2023 | First National Trust Co | 23,736 | $2,709 | 03/31/2024 | IWP | 23,736 | $2,709 | 03/31/2024 | Strategic Advocates LLC | 23,638 | $2,698 | 03/31/2024 | IWP | 23,638 | $2,698 | 03/31/2024 | Glenmede Trust Co. NA | 25,806 | $2,696 | 12/31/2023 | IWP | 25,806 | $2,696 | 12/31/2023 | Intrepid Financial Planning Group LLC | 25,583 | $2,672 | 12/31/2023 | IWP | 25,583 | $2,672 | 12/31/2023 | Becker Capital Management Inc. | 25,197 | $2,632 | 12/31/2023 | IWP | 25,197 | $2,632 | 12/31/2023 | USAdvisors Wealth Management LLC | 24,868 | $2,597 | 12/31/2023 | IWP | 24,868 | $2,597 | 12/31/2023 | FineMark National Bank & Trust | 24,680 | $2,578 | 12/31/2023 | IWP | 24,680 | $2,578 | 12/31/2023 | Darwin Advisors LLC | 24,242 | $2,532 | 12/31/2023 | IWP | 24,242 | $2,532 | 12/31/2023 | Brighton Jones LLC | 24,116 | $2,519 | 12/31/2023 | IWP | 24,116 | $2,519 | 12/31/2023 | Beacon Pointe Advisors LLC | 24,005 | $2,507 | 12/31/2023 | IWP | 24,005 | $2,507 | 12/31/2023 | Stillwater Capital Advisors LLC | 21,864 | $2,496 | 03/31/2024 | IWP | 21,864 | $2,496 | 03/31/2024 | Brown Advisory Inc. | 21,083 | $2,406 | 03/31/2024 | IWP | 21,083 | $2,406 | 03/31/2024 | Natixis Advisors L.P. | 21,059 | $2,404 | 03/31/2024 | IWP | 21,059 | $2,404 | 03/31/2024 | Canada Pension Plan Investment Board | 23,000 | $2,403 | 12/31/2023 | IWP | 23,000 | $2,403 | 12/31/2023 | BEAM Asset Management LLC | 22,766 | $2,378 | 12/31/2023 | IWP | 22,766 | $2,378 | 12/31/2023 | MCF Advisors LLC | 20,791 | $2,373 | 03/31/2024 | IWP | 20,791 | $2,373 | 03/31/2024 | Intergy Private Wealth LLC | 20,579 | $2,349 | 03/31/2024 | IWP | 20,579 | $2,349 | 03/31/2024 | Insight 2811 Inc. | 22,387 | $2,339 | 12/31/2023 | IWP | 22,387 | $2,339 | 12/31/2023 | Buckingham Strategic Wealth LLC | 22,097 | $2,308 | 12/31/2023 | IWP | 22,097 | $2,308 | 12/31/2023 | Saxon Interests Inc. | 20,077 | $2,292 | 03/31/2024 | IWP | 20,077 | $2,292 | 03/31/2024 | Colony Group LLC | 21,816 | $2,279 | 12/31/2023 | IWP | 21,816 | $2,279 | 12/31/2023 | Nwam LLC | 21,603 | $2,257 | 12/31/2023 | IWP | 21,603 | $2,257 | 12/31/2023 | Lincoln National Corp | 21,601 | $2,256 | 12/31/2023 | IWP | 21,601 | $2,256 | 12/31/2023 | IFP Advisors Inc | 21,446 | $2,240 | 12/31/2023 | IWP | 21,446 | $2,240 | 12/31/2023 | Financial Partners Group Inc | 21,295 | $2,224 | 12/31/2023 | IWP | 21,295 | $2,224 | 12/31/2023 | Ratio Wealth Group | 21,273 | $2,222 | 12/31/2023 | IWP | 21,273 | $2,222 | 12/31/2023 | Change Path LLC | 21,198 | $2,215 | 12/31/2023 | IWP | 21,198 | $2,215 | 12/31/2023 | Global Trust Asset Management LLC | 19,172 | $2,188 | 03/31/2024 | IWP | 19,172 | $2,188 | 03/31/2024 | Kingdom Financial Group LLC. | 20,948 | $2,188 | 12/31/2023 | IWP | 20,948 | $2,188 | 12/31/2023 | Horst & Graben Wealth Management LLC | 19,092 | $2,179 | 03/31/2024 | IWP | 19,092 | $2,179 | 03/31/2024 | Adviser Investments LLC | 20,783 | $2,171 | 12/31/2023 | IWP | 20,783 | $2,171 | 12/31/2023 | Financial Counselors Inc. | 20,700 | $2,162 | 12/31/2023 | IWP | 20,700 | $2,162 | 12/31/2023 | Disciplined Growth Investors Inc. MN | 20,563 | $2,148 | 12/31/2023 | IWP | 20,563 | $2,148 | 12/31/2023 | Harbor Investment Advisory LLC | 18,669 | $2,131 | 03/31/2024 | IWP | 18,669 | $2,131 | 03/31/2024 | Harbour Investments Inc. | 20,327 | $2,123 | 12/31/2023 | IWP | 20,327 | $2,123 | 12/31/2023 | Tennessee Valley Asset Management Partners | 18,340 | $2,093 | 03/31/2024 | IWP | 18,340 | $2,093 | 03/31/2024 | Flow Traders U.S. LLC | 20,012 | $2,090 | 12/31/2023 | IWP | 20,012 | $2,090 | 12/31/2023 | Biondo Investment Advisors LLC | 19,815 | $2,070 | 12/31/2023 | IWP | 19,815 | $2,070 | 12/31/2023 | Sierra Capital LLC | 19,777 | $2,066 | 12/31/2023 | IWP | 19,777 | $2,066 | 12/31/2023 | HMS Capital Management LLC | 18,056 | $2,061 | 03/31/2024 | IWP | 18,056 | $2,061 | 03/31/2024 | Olistico Wealth LLC | 18,009 | $2,056 | 03/31/2024 | IWP | 18,009 | $2,056 | 03/31/2024 | Broadleaf Partners LLC | 19,663 | $2,054 | 12/31/2023 | IWP | 19,663 | $2,054 | 12/31/2023 | Geneva Capital Management LLC | 19,150 | $2,000 | 12/31/2023 | IWP | 19,150 | $2,000 | 12/31/2023 | Geneos Wealth Management Inc. | 18,914 | $1,976 | 12/31/2023 | IWP | 18,914 | $1,976 | 12/31/2023 | Atlantic Union Bankshares Corp | 16,964 | $1,936 | 03/31/2024 | IWP | 16,964 | $1,936 | 03/31/2024 | Nvest Financial LLC | 16,855 | $1,924 | 03/31/2024 | IWP | 16,855 | $1,924 | 03/31/2024 | Nadler Financial Group Inc. | 16,625 | $1,898 | 03/31/2024 | IWP | 16,625 | $1,898 | 03/31/2024 | Sage Financial Group Inc. | 17,544 | $1,833 | 12/31/2023 | IWP | 17,544 | $1,833 | 12/31/2023 | Shakespeare Wealth Management Inc. | 17,516 | $1,830 | 12/31/2023 | IWP | 17,516 | $1,830 | 12/31/2023 | Global Retirement Partners LLC | 15,981 | $1,824 | 03/31/2024 | IWP | 15,981 | $1,824 | 03/31/2024 | Keel Point LLC | 15,730 | $1,795 | 03/31/2024 | IWP | 15,730 | $1,795 | 03/31/2024 | Sandy Spring Bank | 17,010 | $1,777 | 12/31/2023 | IWP | 17,010 | $1,777 | 12/31/2023 | Franklin Resources Inc. | 16,940 | $1,770 | 12/31/2023 | IWP | 16,940 | $1,770 | 12/31/2023 | American International Group Inc. | 16,900 | $1,765 | 12/31/2023 | IWP | 16,900 | $1,765 | 12/31/2023 | Brookstone Capital Management | 15,332 | $1,750 | 03/31/2024 | IWP | 15,332 | $1,750 | 03/31/2024 | Wilbanks Smith & Thomas Asset Management LLC | 16,737 | $1,748 | 12/31/2023 | IWP | 16,737 | $1,748 | 12/31/2023 | Sigma Planning Corp | 16,716 | $1,746 | 12/31/2023 | IWP | 16,716 | $1,746 | 12/31/2023 | First National Bank Sioux Falls | 15,290 | $1,745 | 03/31/2024 | IWP | 15,290 | $1,745 | 03/31/2024 | Thomasville National Bank | 15,153 | $1,730 | 03/31/2024 | IWP | 15,153 | $1,730 | 03/31/2024 | Baystate Wealth Management LLC | 16,545 | $1,728 | 12/31/2023 | IWP | 16,545 | $1,728 | 12/31/2023 | Foundations Investment Advisors LLC | 16,310 | $1,718 | 12/31/2023 | IWP | 16,310 | $1,718 | 12/31/2023 | Etfidea LLC | 16,325 | $1,705 | 12/31/2023 | IWP | 16,325 | $1,705 | 12/31/2023 | Golden State Equity Partners | 16,245 | $1,697 | 12/31/2023 | IWP | 16,245 | $1,697 | 12/31/2023 | Fidelis Capital Partners LLC | 16,188 | $1,691 | 12/31/2023 | IWP | 16,188 | $1,691 | 12/31/2023 | Castleark Management LLC | 16,000 | $1,671 | 12/31/2023 | IWP | 16,000 | $1,671 | 12/31/2023 | Kanawha Capital Management LLC | 15,974 | $1,669 | 12/31/2023 | IWP | 15,974 | $1,669 | 12/31/2023 | Meridian Wealth Management LLC | 14,551 | $1,661 | 03/31/2024 | IWP | 14,551 | $1,661 | 03/31/2024 | Essex Financial Services Inc. | 14,257 | $1,627 | 03/31/2024 | IWP | 14,257 | $1,627 | 03/31/2024 | Tsfg LLC | 14,249 | $1,626 | 03/31/2024 | IWP | 14,249 | $1,626 | 03/31/2024 | Dominguez Wealth Management Solutions Inc. | 14,173 | $1,618 | 03/31/2024 | IWP | 14,173 | $1,618 | 03/31/2024 | Global Strategic Investment Solutions LLC | 15,447 | $1,614 | 12/31/2023 | IWP | 15,447 | $1,614 | 12/31/2023 | Western Wealth Management LLC | 15,336 | $1,602 | 12/31/2023 | IWP | 15,336 | $1,602 | 12/31/2023 | Rathbone Brothers plc | 15,245 | $1,592 | 12/31/2023 | IWP | 15,245 | $1,592 | 12/31/2023 | Trust Point Inc. | 13,939 | $1,591 | 03/31/2024 | IWP | 13,939 | $1,591 | 03/31/2024 | Kingsview Wealth Management LLC | 15,231 | $1,591 | 12/31/2023 | IWP | 15,231 | $1,591 | 12/31/2023 | RPg Family Wealth Advisory LLC | 15,199 | $1,588 | 12/31/2023 | IWP | 15,199 | $1,588 | 12/31/2023 | MWA Asset Management | 14,873 | $1,554 | 12/31/2023 | IWP | 14,873 | $1,554 | 12/31/2023 | JNB Advisors LLC | 14,806 | $1,547 | 12/31/2023 | IWP | 14,806 | $1,547 | 12/31/2023 | Park Place Capital Corp | 13,394 | $1,529 | 03/31/2024 | IWP | 13,394 | $1,529 | 03/31/2024 | Oak Harbor Wealth Partners LLC | 13,310 | $1,519 | 03/31/2024 | IWP | 13,310 | $1,519 | 03/31/2024 | Rehmann Capital Advisory Group | 14,488 | $1,513 | 12/31/2023 | IWP | 14,488 | $1,513 | 12/31/2023 | Alesco Advisors LLC | 14,300 | $1,494 | 12/31/2023 | IWP | 14,300 | $1,494 | 12/31/2023 | BTC Capital Management Inc. | 12,946 | $1,478 | 03/31/2024 | IWP | 12,946 | $1,478 | 03/31/2024 | TBH Global Asset Management LLC | 14,152 | $1,478 | 12/31/2023 | IWP | 14,152 | $1,478 | 12/31/2023 | Silvercrest Asset Management Group LLC | 14,093 | $1,472 | 12/31/2023 | IWP | 14,093 | $1,472 | 12/31/2023 | Summit Financial Group Inc. | 12,882 | $1,470 | 03/31/2024 | IWP | 12,882 | $1,470 | 03/31/2024 | B.O.S.S. Retirement Advisors LLC | 14,051 | $1,468 | 12/31/2023 | IWP | 14,051 | $1,468 | 12/31/2023 | Valeo Financial Advisors LLC | 13,450 | $1,459 | 03/31/2024 | IWP | 13,450 | $1,459 | 03/31/2024 | Advisors Capital Management LLC | 13,925 | $1,455 | 12/31/2023 | IWP | 13,925 | $1,455 | 12/31/2023 | Glass Jacobson Investment Advisors llc | 12,706 | $1,450 | 03/31/2024 | IWP | 12,706 | $1,450 | 03/31/2024 | Financial Freedom LLC | 12,657 | $1,445 | 03/31/2024 | IWP | 12,657 | $1,445 | 03/31/2024 | First National Bank of Omaha | 13,783 | $1,440 | 12/31/2023 | IWP | 13,783 | $1,440 | 12/31/2023 | Prosperity Consulting Group LLC | 13,752 | $1,436 | 12/31/2023 | IWP | 13,752 | $1,436 | 12/31/2023 | Eudaimonia Partners LLC | 12,468 | $1,423 | 03/31/2024 | IWP | 12,468 | $1,423 | 03/31/2024 | Ritter Daniher Financial Advisory LLC DE | 13,610 | $1,422 | 12/31/2023 | IWP | 13,610 | $1,422 | 12/31/2023 | Atlantic Trust LLC | 13,563 | $1,417 | 12/31/2023 | IWP | 13,563 | $1,417 | 12/31/2023 | D.A. Davidson & CO. | 13,506 | $1,411 | 12/31/2023 | IWP | 13,506 | $1,411 | 12/31/2023 | Ballew Advisors Inc | 12,622 | $1,406 | 03/31/2024 | IWP | 12,622 | $1,406 | 03/31/2024 | Aspiriant LLC | 12,313 | $1,405 | 03/31/2024 | IWP | 12,313 | $1,405 | 03/31/2024 | One Day In July LLC | 12,210 | $1,394 | 03/31/2024 | IWP | 12,210 | $1,394 | 03/31/2024 | IHT Wealth Management LLC | 13,331 | $1,393 | 12/31/2023 | IWP | 13,331 | $1,393 | 12/31/2023 | Highland Capital Management LLC | 13,225 | $1,381 | 12/31/2023 | IWP | 13,225 | $1,381 | 12/31/2023 | Perennial Investment Advisors LLC | 13,173 | $1,376 | 12/31/2023 | IWP | 13,173 | $1,376 | 12/31/2023 | Allspring Global Investments Holdings LLC | 11,990 | $1,369 | 03/31/2024 | IWP | 11,990 | $1,369 | 03/31/2024 | Ancora Advisors LLC | 13,038 | $1,362 | 12/31/2023 | IWP | 13,038 | $1,362 | 12/31/2023 | StoneX Group Inc. | 13,061 | $1,358 | 12/31/2023 | IWP | 13,061 | $1,358 | 12/31/2023 | Lion Street Advisors LLC | 12,941 | $1,352 | 03/31/2024 | IWP | 12,941 | $1,352 | 03/31/2024 | Regal Investment Advisors LLC | 12,890 | $1,347 | 12/31/2023 | IWP | 12,890 | $1,347 | 12/31/2023 | Proequities Inc. | 12,832 | $1,340 | 12/31/2023 | IWP | 12,832 | $1,340 | 12/31/2023 | Taylor & Morgan Wealth Management LLC | 11,622 | $1,327 | 03/31/2024 | IWP | 11,622 | $1,327 | 03/31/2024 | First Foundation Advisors | 12,620 | $1,318 | 12/31/2023 | IWP | 12,620 | $1,318 | 12/31/2023 | Napatree Capital LLC | 12,516 | $1,307 | 12/31/2023 | IWP | 12,516 | $1,307 | 12/31/2023 | Renasant Bank | 12,488 | $1,304 | 12/31/2023 | IWP | 12,488 | $1,304 | 12/31/2023 | Venture Visionary Partners LLC | 12,353 | $1,290 | 12/31/2023 | IWP | 12,353 | $1,290 | 12/31/2023 | Prime Capital Investment Advisors LLC | 12,099 | $1,264 | 12/31/2023 | IWP | 12,099 | $1,264 | 12/31/2023 | ERTS Wealth Advisors LLC | 11,053 | $1,262 | 03/31/2024 | IWP | 11,053 | $1,262 | 03/31/2024 | Qube Research & Technologies Ltd | 12,078 | $1,262 | 12/31/2023 | IWP | 12,078 | $1,262 | 12/31/2023 | Luts & Greenleigh Group Inc. | 12,059 | $1,260 | 12/31/2023 | IWP | 12,059 | $1,260 | 12/31/2023 | Private Trust Co. NA | 11,034 | $1,259 | 03/31/2024 | IWP | 11,034 | $1,259 | 03/31/2024 | Washington Trust Bank | 11,980 | $1,251 | 12/31/2023 | IWP | 11,980 | $1,251 | 12/31/2023 | Cranbrook Wealth Management LLC | 10,946 | $1,249 | 03/31/2024 | IWP | 10,946 | $1,249 | 03/31/2024 | Chicago Partners Investment Group LLC | 11,381 | $1,236 | 03/31/2024 | IWP | 11,381 | $1,236 | 03/31/2024 | Atticus Wealth Management LLC | 10,770 | $1,229 | 03/31/2024 | IWP | 10,770 | $1,229 | 03/31/2024 | Reynders McVeigh Capital Management LLC | 11,738 | $1,226 | 12/31/2023 | IWP | 11,738 | $1,226 | 12/31/2023 | Jane Street Group LLC | 11,731 | $1,225 | 12/31/2023 | IWP | 11,731 | $1,225 | 12/31/2023 | Octavia Wealth Advisors LLC | 10,643 | $1,215 | 03/31/2024 | IWP | 10,643 | $1,215 | 03/31/2024 | Gladstone Institutional Advisory LLC | 11,564 | $1,208 | 12/31/2023 | IWP | 11,564 | $1,208 | 12/31/2023 | Alliancebernstein L.P. | 11,549 | $1,206 | 12/31/2023 | IWP | 11,549 | $1,206 | 12/31/2023 | Sax Wealth Advisors LLC | 11,463 | $1,197 | 12/31/2023 | IWP | 11,463 | $1,197 | 12/31/2023 | AlTi Global Inc. | 11,425 | $1,193 | 12/31/2023 | IWP | 11,425 | $1,193 | 12/31/2023 | Atria Investments LLC | 11,035 | $1,153 | 12/31/2023 | IWP | 11,035 | $1,153 | 12/31/2023 | Financial Advisory Service Inc. | 10,798 | $1,128 | 12/31/2023 | IWP | 10,798 | $1,128 | 12/31/2023 | BancorpSouth Bank | 10,781 | $1,126 | 12/31/2023 | IWP | 10,781 | $1,126 | 12/31/2023 | Green Harvest Asset Management LLC | 10,782 | $1,126 | 12/31/2023 | IWP | 10,782 | $1,126 | 12/31/2023 | EPG Wealth Management LLC | 10,413 | $1,118 | 12/31/2023 | IWP | 10,413 | $1,118 | 12/31/2023 | Whittier Trust Co. | 10,601 | $1,107 | 12/31/2023 | IWP | 10,601 | $1,107 | 12/31/2023 | Wedgewood Investors Inc. PA | 10,575 | $1,105 | 12/31/2023 | IWP | 10,575 | $1,105 | 12/31/2023 | Wealthfront Advisers LLC | 9,625 | $1,099 | 03/31/2024 | IWP | 9,625 | $1,099 | 03/31/2024 | Willner & Heller LLC | 10,498 | $1,097 | 12/31/2023 | IWP | 10,498 | $1,097 | 12/31/2023 | Wealth Management Partners LLC | 9,579 | $1,093 | 03/31/2024 | IWP | 9,579 | $1,093 | 03/31/2024 | Orin Green Financial LLC | 10,452 | $1,092 | 12/31/2023 | IWP | 10,452 | $1,092 | 12/31/2023 | Kovitz Investment Group Partners LLC | 10,435 | $1,090 | 12/31/2023 | IWP | 10,435 | $1,090 | 12/31/2023 | Allegheny Financial Group LTD | 10,418 | $1,088 | 12/31/2023 | IWP | 10,418 | $1,088 | 12/31/2023 | BLB&B Advisors LLC | 9,527 | $1,087 | 03/31/2024 | IWP | 9,527 | $1,087 | 03/31/2024 | Arkadios Wealth Advisors | 10,337 | $1,080 | 12/31/2023 | IWP | 10,337 | $1,080 | 12/31/2023 | Miracle Mile Advisors LLC | 9,449 | $1,079 | 03/31/2024 | IWP | 9,449 | $1,079 | 03/31/2024 | MidWestOne Financial Group Inc. | 10,317 | $1,078 | 12/31/2023 | IWP | 10,317 | $1,078 | 12/31/2023 | Brickley Wealth Management | 9,396 | $1,072 | 03/31/2024 | IWP | 9,396 | $1,072 | 03/31/2024 | Smith Salley & Associates | 10,209 | $1,066 | 12/31/2023 | IWP | 10,209 | $1,066 | 12/31/2023 | GTS Securities LLC | | $1,065 | 12/31/2023 | Call | 10,200 | $1,065 | 12/31/2023 | Bradley Foster & Sargent Inc. CT | 10,042 | $1,049 | 12/31/2023 | IWP | 10,042 | $1,049 | 12/31/2023 | Integrated Wealth Concepts LLC | 10,041 | $1,049 | 12/31/2023 | IWP | 10,041 | $1,049 | 12/31/2023 | MONECO Advisors LLC | 9,175 | $1,047 | 03/31/2024 | IWP | 9,175 | $1,047 | 03/31/2024 | Key Financial Inc | 9,985 | $1,043 | 12/31/2023 | IWP | 9,985 | $1,043 | 12/31/2023 | Cypress Capital Group | 9,961 | $1,041 | 12/31/2023 | IWP | 9,961 | $1,041 | 12/31/2023 | Eldridge Investment Advisors Inc. | 9,953 | $1,040 | 12/31/2023 | IWP | 9,953 | $1,040 | 12/31/2023 | Advisory Services Network LLC | 9,887 | $1,033 | 12/31/2023 | IWP | 9,887 | $1,033 | 12/31/2023 | Strata Wealth Advisors LLC | 9,033 | $1,031 | 03/31/2024 | IWP | 9,033 | $1,031 | 03/31/2024 | Mutual Advisors LLC | 9,854 | $1,029 | 12/31/2023 | IWP | 9,854 | $1,029 | 12/31/2023 | Fiduciary Trust Co. | 9,810 | $1,025 | 12/31/2023 | IWP | 9,810 | $1,025 | 12/31/2023 | Holland Advisory Services Inc. | 8,964 | $1,023 | 03/31/2024 | IWP | 8,964 | $1,023 | 03/31/2024 | Ellerson Group Inc. ADV | 9,770 | $1,021 | 12/31/2023 | IWP | 9,770 | $1,021 | 12/31/2023 | Raymond James Trust N.A. | 8,888 | $1,014 | 03/31/2024 | IWP | 8,888 | $1,014 | 03/31/2024 | Mission Wealth Management LP | 9,669 | $1,010 | 12/31/2023 | IWP | 9,669 | $1,010 | 12/31/2023 | Cary Street Partners Asset Management LLC | 9,475 | $990 | 12/31/2023 | IWP | 9,475 | $990 | 12/31/2023 | NBC Securities Inc. | 8,538 | $974 | 03/31/2024 | IWP | 8,538 | $974 | 03/31/2024 | Dynamic Advisor Solutions LLC | 8,526 | $973 | 03/31/2024 | IWP | 8,526 | $973 | 03/31/2024 | Wolf Group Capital Advisors | 8,440 | $963 | 03/31/2024 | IWP | 8,440 | $963 | 03/31/2024 | Lmcg Investments LLC | 9,094 | $950 | 12/31/2023 | IWP | 9,094 | $950 | 12/31/2023 | Pointe Capital Management LLC | 9,075 | $948 | 12/31/2023 | IWP | 9,075 | $948 | 12/31/2023 | PACK Private Wealth LLC | 9,031 | $943 | 12/31/2023 | IWP | 9,031 | $943 | 12/31/2023 | Etesian Wealth Advisors Inc. | 8,200 | $936 | 03/31/2024 | IWP | 8,200 | $936 | 03/31/2024 | Capital Analysts LLC | 8,965 | $936 | 12/31/2023 | IWP | 8,965 | $936 | 12/31/2023 | Eudaimonia Advisors LLC | 8,091 | $924 | 03/31/2024 | IWP | 8,091 | $924 | 03/31/2024 | James J. Burns & Company LLC | 8,169 | $915 | 03/31/2024 | IWP | 8,169 | $915 | 03/31/2024 | GFS Advisors LLC | 8,000 | $913 | 03/31/2024 | IWP | 8,000 | $913 | 03/31/2024 | Iams Wealth Management LLC | 8,194 | $909 | 03/31/2024 | IWP | 8,194 | $909 | 03/31/2024 | Summit Financial LLC | 7,942 | $906 | 03/31/2024 | IWP | 7,942 | $906 | 03/31/2024 | Spire Wealth Management | 7,921 | $904 | 03/31/2024 | IWP | 7,921 | $904 | 03/31/2024 | Allworth Financial LP | 7,869 | $898 | 03/31/2024 | IWP | 7,869 | $898 | 03/31/2024 | 1ST Source Bank | 8,575 | $896 | 12/31/2023 | IWP | 8,575 | $896 | 12/31/2023 | Rockwood Wealth Management LLC | 7,835 | $894 | 03/31/2024 | IWP | 7,835 | $894 | 03/31/2024 | Rebalance LLC | 7,813 | $892 | 03/31/2024 | IWP | 7,813 | $892 | 03/31/2024 | Builder Investment Group Inc. ADV | 8,510 | $889 | 12/31/2023 | IWP | 8,510 | $889 | 12/31/2023 | Waypoint Capital Advisors LLC | 8,466 | $884 | 12/31/2023 | IWP | 8,466 | $884 | 12/31/2023 | Signaturefd LLC | 8,439 | $882 | 12/31/2023 | IWP | 8,439 | $882 | 12/31/2023 | Moneywise Inc. | 7,627 | $871 | 03/31/2024 | IWP | 7,627 | $871 | 03/31/2024 | Signal Advisors Wealth LLC | 7,624 | $870 | 03/31/2024 | IWP | 7,624 | $870 | 03/31/2024 | Paragon Financial Partners Inc. | 7,593 | $867 | 03/31/2024 | IWP | 7,593 | $867 | 03/31/2024 | Parallel Advisors LLC | 8,297 | $867 | 12/31/2023 | IWP | 8,297 | $867 | 12/31/2023 | Cassady Schiller Wealth Management LLC | 8,272 | $864 | 12/31/2023 | IWP | 8,272 | $864 | 12/31/2023 | Ameritas Advisory Services LLC | 7,971 | $856 | 12/31/2023 | IWP | 7,971 | $856 | 12/31/2023 | Revolve Wealth Partners LLC | 7,375 | $842 | 03/31/2024 | IWP | 7,375 | $842 | 03/31/2024 | Sound View Wealth Advisors Group LLC | 8,018 | $838 | 12/31/2023 | IWP | 8,018 | $838 | 12/31/2023 | Patten Group Inc. | 7,330 | $837 | 03/31/2024 | IWP | 7,330 | $837 | 03/31/2024 | AFT Forsyth & Company Inc. | 7,968 | $832 | 12/31/2023 | IWP | 7,968 | $832 | 12/31/2023 | Calamos Wealth Management LLC | 7,947 | $830 | 12/31/2023 | IWP | 7,947 | $830 | 12/31/2023 | BHK Investment Advisors LLC | 7,936 | $829 | 12/31/2023 | IWP | 7,936 | $829 | 12/31/2023 | Concurrent Investment Advisors LLC | 7,922 | $827 | 12/31/2023 | IWP | 7,922 | $827 | 12/31/2023 | Affiance Financial LLC | 7,222 | $824 | 03/31/2024 | IWP | 7,222 | $824 | 03/31/2024 | Coppell Advisory Solutions LLC | 7,788 | $814 | 12/31/2023 | IWP | 7,788 | $814 | 12/31/2023 | Sweet Financial Partners LLC | 7,077 | $808 | 03/31/2024 | IWP | 7,077 | $808 | 03/31/2024 | Marshall Financial Group Inc. ADV | 7,673 | $802 | 12/31/2023 | IWP | 7,673 | $802 | 12/31/2023 | Haverford Trust Co. | 7,635 | $798 | 12/31/2023 | IWP | 7,635 | $798 | 12/31/2023 | Harbour Capital Advisors LLC | 7,105 | $796 | 03/31/2024 | IWP | 7,105 | $796 | 03/31/2024 | Bensler LLC | 7,599 | $794 | 12/31/2023 | IWP | 7,599 | $794 | 12/31/2023 | Lowe Brockenbrough & Co. Inc. | 7,576 | $791 | 12/31/2023 | IWP | 7,576 | $791 | 12/31/2023 | Carl P. Sherr & Co. LLC | 7,560 | $790 | 12/31/2023 | IWP | 7,560 | $790 | 12/31/2023 | Bedel Financial Consulting Inc. | 7,540 | $788 | 12/31/2023 | IWP | 7,540 | $788 | 12/31/2023 | Wealthcare Advisory Partners LLC | 6,898 | $787 | 03/31/2024 | IWP | 6,898 | $787 | 03/31/2024 | Round Rock Advisors LLC | 6,895 | $787 | 03/31/2024 | IWP | 6,895 | $787 | 03/31/2024 | Capital Group Private Client Services Inc. | 7,511 | $785 | 12/31/2023 | IWP | 7,511 | $785 | 12/31/2023 | Garrison Point Advisors LLC | 7,502 | $784 | 12/31/2023 | IWP | 7,502 | $784 | 12/31/2023 | Ashton Thomas Private Wealth LLC | 6,862 | $783 | 03/31/2024 | IWP | 6,862 | $783 | 03/31/2024 | Wall Capital Group Inc. | 7,468 | $780 | 12/31/2023 | IWP | 7,468 | $780 | 12/31/2023 | Legacy Bridge LLC | 6,809 | $777 | 03/31/2024 | IWP | 6,809 | $777 | 03/31/2024 | Greenleaf Trust | 7,361 | $769 | 12/31/2023 | IWP | 7,361 | $769 | 12/31/2023 | Argent Advisors Inc. | 7,360 | $769 | 12/31/2023 | IWP | 7,360 | $769 | 12/31/2023 | Family Wealth Group LLC | 7,276 | $760 | 12/31/2023 | IWP | 7,276 | $760 | 12/31/2023 | Eagle Strategies LLC | 6,612 | $755 | 03/31/2024 | IWP | 6,612 | $755 | 03/31/2024 | Valmark Advisers Inc. | 7,198 | $752 | 12/31/2023 | IWP | 7,198 | $752 | 12/31/2023 | Linscomb & Williams Inc. | 7,126 | $744 | 12/31/2023 | IWP | 7,126 | $744 | 12/31/2023 | Eqis Capital Management Inc. | 7,097 | $741 | 12/31/2023 | IWP | 7,097 | $741 | 12/31/2023 | Colonial Trust Co SC | 7,030 | $734 | 12/31/2023 | IWP | 7,030 | $734 | 12/31/2023 | Rockland Trust Co. | 6,382 | $728 | 03/31/2024 | IWP | 6,382 | $728 | 03/31/2024 | Global Wealth Strategies & Associates | 6,373 | $727 | 03/31/2024 | IWP | 6,373 | $727 | 03/31/2024 | Diversified Trust Co | 6,362 | $726 | 03/31/2024 | IWP | 6,362 | $726 | 03/31/2024 | Global Wealth Management Investment Advisory Inc. | 6,937 | $725 | 12/31/2023 | IWP | 6,937 | $725 | 12/31/2023 | Garden State Investment Advisory Services LLC | 6,937 | $725 | 12/31/2023 | IWP | 6,937 | $725 | 12/31/2023 | Levin Easterly Partners LLC | 6,896 | $720 | 12/31/2023 | IWP | 6,896 | $720 | 12/31/2023 | Robertson Stephens Wealth Management LLC | 6,865 | $717 | 12/31/2023 | IWP | 6,865 | $717 | 12/31/2023 | Next Capital Management LLC | 6,810 | $711 | 12/31/2023 | IWP | 6,810 | $711 | 12/31/2023 | Cedar Brook Financial Partners LLC | 6,206 | $708 | 03/31/2024 | IWP | 6,206 | $708 | 03/31/2024 | NBT Bank N A NY | 6,147 | $702 | 03/31/2024 | IWP | 6,147 | $702 | 03/31/2024 | Richardson Capital Management LLC | 6,119 | $698 | 03/31/2024 | IWP | 6,119 | $698 | 03/31/2024 | L.M. Kohn & Company | 6,079 | $694 | 03/31/2024 | IWP | 6,079 | $694 | 03/31/2024 | Appleton Partners Inc. MA | 6,026 | $688 | 03/31/2024 | IWP | 6,026 | $688 | 03/31/2024 | First United Bank Trust | 6,580 | $687 | 12/31/2023 | IWP | 6,580 | $687 | 12/31/2023 | Strategic Financial Concepts LLC | 6,003 | $685 | 03/31/2024 | IWP | 6,003 | $685 | 03/31/2024 | Viewpoint Capital Management LLC | 6,000 | $685 | 03/31/2024 | IWP | 6,000 | $685 | 03/31/2024 | DF Dent & Co. Inc. | 6,515 | $681 | 12/31/2023 | IWP | 6,515 | $681 | 12/31/2023 | Cahaba Wealth Management Inc. | 5,955 | $680 | 03/31/2024 | IWP | 5,955 | $680 | 03/31/2024 | Pathway Financial Advisors LLC | 5,950 | $679 | 03/31/2024 | IWP | 5,950 | $679 | 03/31/2024 | Townsquare Capital LLC | 6,497 | $679 | 12/31/2023 | IWP | 6,497 | $679 | 12/31/2023 | Heritage Wealth Advisors | 6,434 | $672 | 12/31/2023 | IWP | 6,434 | $672 | 12/31/2023 | Financial Alternatives Inc | 6,421 | $671 | 12/31/2023 | IWP | 6,421 | $671 | 12/31/2023 | Magnus Financial Group LLC | 6,415 | $670 | 12/31/2023 | IWP | 6,415 | $670 | 12/31/2023 | BlueSky Wealth Advisors LLC | 5,850 | $668 | 03/31/2024 | IWP | 5,850 | $668 | 03/31/2024 | Fayez Sarofim & Co | 6,108 | $668 | 12/31/2023 | IWP | 6,108 | $668 | 12/31/2023 | Guidance Capital Inc. | 6,166 | $667 | 03/31/2024 | IWP | 6,166 | $667 | 03/31/2024 | Northeast Financial Consultants Inc | 6,381 | $667 | 12/31/2023 | IWP | 6,381 | $667 | 12/31/2023 | Leavell Investment Management Inc. | 5,777 | $659 | 03/31/2024 | IWP | 5,777 | $659 | 03/31/2024 | Cary Street Partners Investment Advisory LLC | 6,299 | $658 | 12/31/2023 | IWP | 6,299 | $658 | 12/31/2023 | Total Wealth Planning LLC | 5,637 | $643 | 03/31/2024 | IWP | 5,637 | $643 | 03/31/2024 | South State CORP. | 6,114 | $639 | 12/31/2023 | IWP | 6,114 | $639 | 12/31/2023 | Crestone Asset Management LLC | 5,586 | $638 | 03/31/2024 | IWP | 5,586 | $638 | 03/31/2024 | Nations Financial Group Inc. IA ADV | 5,502 | $628 | 03/31/2024 | IWP | 5,502 | $628 | 03/31/2024 | Private Portfolio Partners LLC | 5,970 | $624 | 12/31/2023 | IWP | 5,970 | $624 | 12/31/2023 | Owen LaRue LLC | 5,978 | $624 | 12/31/2023 | IWP | 5,978 | $624 | 12/31/2023 | Certified Advisory Corp | 5,968 | $623 | 12/31/2023 | IWP | 5,968 | $623 | 12/31/2023 | Sharkey Howes & Javer | 5,442 | $621 | 03/31/2024 | IWP | 5,442 | $621 | 03/31/2024 | Ballentine Partners LLC | 5,434 | $620 | 03/31/2024 | IWP | 5,434 | $620 | 03/31/2024 | Cornerstone Wealth Management LLC | 5,426 | $619 | 03/31/2024 | IWP | 5,426 | $619 | 03/31/2024 | Rhumbline Advisers | 5,929 | $619 | 12/31/2023 | IWP | 5,929 | $619 | 12/31/2023 | Evergreen Capital Management LLC | 5,929 | $619 | 12/31/2023 | IWP | 5,929 | $619 | 12/31/2023 | Retirement Income Solutions Inc | 5,906 | $617 | 12/31/2023 | IWP | 5,906 | $617 | 12/31/2023 | Red Tortoise LLC | 5,314 | $607 | 03/31/2024 | IWP | 5,314 | $607 | 03/31/2024 | Wintrust Investments LLC | 5,795 | $605 | 12/31/2023 | IWP | 5,795 | $605 | 12/31/2023 | Mount Yale Investment Advisors LLC | 5,730 | $599 | 12/31/2023 | IWP | 5,730 | $599 | 12/31/2023 | First Western Trust Bank | 5,679 | $593 | 12/31/2023 | IWP | 5,679 | $593 | 12/31/2023 | Lazard Asset Management LLC | 5,661 | $591 | 12/31/2023 | IWP | 5,661 | $591 | 12/31/2023 | QRG Capital Management Inc. | 5,662 | $591 | 12/31/2023 | IWP | 5,662 | $591 | 12/31/2023 | Stonebridge Financial Planning Group LLC | 5,652 | $590 | 12/31/2023 | IWP | 5,652 | $590 | 12/31/2023 | Rossmore Private Capital | 5,634 | $589 | 12/31/2023 | IWP | 5,634 | $589 | 12/31/2023 | Ruggaard & Associates LLC | 5,600 | $585 | 12/31/2023 | IWP | 5,600 | $585 | 12/31/2023 | Trilogy Capital Inc. | 5,107 | $583 | 03/31/2024 | IWP | 5,107 | $583 | 03/31/2024 | Halpern Financial Inc. | 5,196 | $583 | 03/31/2024 | IWP | 5,196 | $583 | 03/31/2024 | NTV Asset Management LLC | 5,545 | $579 | 12/31/2023 | IWP | 5,545 | $579 | 12/31/2023 | HBK Sorce Advisory LLC | 5,519 | $577 | 12/31/2023 | IWP | 5,519 | $577 | 12/31/2023 | White Knight Strategic Wealth Advisors LLC | 5,505 | $575 | 12/31/2023 | IWP | 5,505 | $575 | 12/31/2023 | Oxford Financial Group Ltd. | 5,494 | $574 | 12/31/2023 | IWP | 5,494 | $574 | 12/31/2023 | Meridian Management Co. | 5,200 | $569 | 12/31/2023 | IWP | 5,200 | $569 | 12/31/2023 | Allen Investment Management LLC | 5,439 | $568 | 12/31/2023 | IWP | 5,439 | $568 | 12/31/2023 | Level Four Advisory Services LLC | 5,370 | $561 | 12/31/2023 | IWP | 5,370 | $561 | 12/31/2023 | Private Client Services LLC | 5,317 | $555 | 12/31/2023 | IWP | 5,317 | $555 | 12/31/2023 | Associated Banc Corp | 5,296 | $553 | 12/31/2023 | IWP | 5,296 | $553 | 12/31/2023 | Essex Investment Management Co. LLC | 5,296 | $553 | 12/31/2023 | IWP | 5,296 | $553 | 12/31/2023 | WealthPLAN Partners LLC | 5,266 | $550 | 12/31/2023 | IWP | 5,266 | $550 | 12/31/2023 | Bailard Inc. | 5,198 | $543 | 12/31/2023 | IWP | 5,198 | $543 | 12/31/2023 | First International Bank & Trust | 4,745 | $542 | 03/31/2024 | IWP | 4,745 | $542 | 03/31/2024 | Essex Savings Bank | 5,163 | $539 | 03/31/2024 | IWP | 5,163 | $539 | 03/31/2024 | Investmark Advisory Group LLC | 5,148 | $538 | 12/31/2023 | IWP | 5,148 | $538 | 12/31/2023 | Cooper Financial Group | 4,688 | $535 | 03/31/2024 | IWP | 4,688 | $535 | 03/31/2024 | Principle Wealth Partners LLC | 4,670 | $533 | 03/31/2024 | IWP | 4,670 | $533 | 03/31/2024 | First Command Advisory Services Inc. | 5,099 | $533 | 12/31/2023 | IWP | 5,099 | $533 | 12/31/2023 | Thoroughbred Financial Services LLC | 5,100 | $532 | 12/31/2023 | IWP | 5,100 | $532 | 12/31/2023 | Maryland Capital Advisors Inc. | 4,656 | $531 | 03/31/2024 | IWP | 4,656 | $531 | 03/31/2024 | Cohen Capital Management Inc. | 5,082 | $531 | 12/31/2023 | IWP | 5,082 | $531 | 12/31/2023 | Viawealth LLC | 5,086 | $531 | 12/31/2023 | IWP | 5,086 | $531 | 12/31/2023 | Whittier Trust Co. of Nevada Inc. | 5,076 | $530 | 12/31/2023 | IWP | 5,076 | $530 | 12/31/2023 | Chicago Wealth Management Inc. | 5,040 | $526 | 12/31/2023 | IWP | 5,040 | $526 | 12/31/2023 | Values Added Financial LLC | 4,603 | $525 | 03/31/2024 | IWP | 4,603 | $525 | 03/31/2024 | Girard Partners LTD. | 5,017 | $524 | 12/31/2023 | IWP | 5,017 | $524 | 12/31/2023 | Manchester Capital Management LLC | 5,014 | $524 | 12/31/2023 | IWP | 5,014 | $524 | 12/31/2023 | Pure Financial Advisors Inc. | 4,573 | $522 | 03/31/2024 | IWP | 4,573 | $522 | 03/31/2024 | Prestige Wealth Management Group LLC | 4,554 | $520 | 03/31/2024 | IWP | 4,554 | $520 | 03/31/2024 | Gilbert & Cook Inc. | 4,975 | $520 | 12/31/2023 | IWP | 4,975 | $520 | 12/31/2023 | Focus Financial Network Inc. | 4,799 | $511 | 03/31/2024 | IWP | 4,799 | $511 | 03/31/2024 | FDx Advisors Inc. | 4,894 | $511 | 12/31/2023 | IWP | 4,894 | $511 | 12/31/2023 | Aire Advisors LLC | 4,820 | $504 | 12/31/2023 | IWP | 4,820 | $504 | 12/31/2023 | Financial Insights Inc. | 4,411 | $503 | 03/31/2024 | IWP | 4,411 | $503 | 03/31/2024 | Stegner Investment Associates Inc. | 4,405 | $503 | 03/31/2024 | IWP | 4,405 | $503 | 03/31/2024 | Perigon Wealth Management LLC | 4,816 | $503 | 12/31/2023 | IWP | 4,816 | $503 | 12/31/2023 | Providence Capital Advisors LLC | 4,808 | $502 | 12/31/2023 | IWP | 4,808 | $502 | 12/31/2023 | Evoke Wealth LLC | 4,767 | $498 | 12/31/2023 | IWP | 4,767 | $498 | 12/31/2023 | Linden Thomas Advisory Services LLC | 4,757 | $497 | 12/31/2023 | IWP | 4,757 | $497 | 12/31/2023 | Signature Securities Group Corporation | 4,308 | $492 | 03/31/2024 | IWP | 4,308 | $492 | 03/31/2024 | Putnam FL Investment Management Co. | 4,705 | $492 | 12/31/2023 | IWP | 4,705 | $492 | 12/31/2023 | Liberty Capital Management Inc. | 4,299 | $491 | 03/31/2024 | IWP | 4,299 | $491 | 03/31/2024 | Integrated Advisors Network LLC | 4,699 | $491 | 12/31/2023 | IWP | 4,699 | $491 | 12/31/2023 | Flagship Private Wealth LLC | 4,696 | $491 | 12/31/2023 | IWP | 4,696 | $491 | 12/31/2023 | Mosaic Family Wealth Partners LLC | 4,662 | $487 | 12/31/2023 | IWP | 4,662 | $487 | 12/31/2023 | DAVENPORT & Co LLC | 4,634 | $484 | 12/31/2023 | IWP | 4,634 | $484 | 12/31/2023 | Callan Family Office LLC | 4,633 | $484 | 12/31/2023 | IWP | 4,633 | $484 | 12/31/2023 | Transcend Wealth Collective LLC | 4,628 | $483 | 12/31/2023 | IWP | 4,628 | $483 | 12/31/2023 | American Trust | 4,610 | $482 | 12/31/2023 | IWP | 4,610 | $482 | 12/31/2023 | Jackson Hole Capital Partners LLC | 4,608 | $481 | 12/31/2023 | IWP | 4,608 | $481 | 12/31/2023 | Iron Financial LLC | 4,196 | $479 | 03/31/2024 | IWP | 4,196 | $479 | 03/31/2024 | Fingerlakes Wealth Management Inc. | 4,164 | $475 | 03/31/2024 | IWP | 4,164 | $475 | 03/31/2024 | Gratus Capital LLC | 4,448 | $465 | 12/31/2023 | IWP | 4,448 | $465 | 12/31/2023 | Baldwin Brothers Inc. MA | 4,020 | $459 | 03/31/2024 | IWP | 4,020 | $459 | 03/31/2024 | Towercrest Capital Management | | $459 | 12/31/2023 | RUSSELL 1000 US | 905 | $237 | 12/31/2023 | IWP | 2,130 | $222 | 12/31/2023 | Trust Co. of Vermont | 4,389 | $458 | 12/31/2023 | IWP | 4,389 | $458 | 12/31/2023 | Wolff Financial Management LLC | 3,991 | $456 | 03/31/2024 | IWP | 3,991 | $456 | 03/31/2024 | Skyline Advisors Inc. | 3,987 | $455 | 03/31/2024 | IWP | 3,987 | $455 | 03/31/2024 | Papp L Roy & Associates | 3,975 | $454 | 03/31/2024 | IWP | 3,975 | $454 | 03/31/2024 | Stephenson National Bank & Trust | 3,970 | $453 | 03/31/2024 | IWP | 3,970 | $453 | 03/31/2024 | Vaughan David Investments LLC IL | 4,307 | $450 | 12/31/2023 | IWP | 4,307 | $450 | 12/31/2023 | Berkshire Asset Management LLC PA | 4,296 | $449 | 12/31/2023 | IWP | 4,296 | $449 | 12/31/2023 | Legal & General Group Plc | 4,270 | $446 | 12/31/2023 | IWP | 4,270 | $446 | 12/31/2023 | Trail Ridge Investment Advisors LLC | 4,264 | $445 | 12/31/2023 | IWP | 4,264 | $445 | 12/31/2023 | Burt Wealth Advisors | 3,876 | $442 | 03/31/2024 | IWP | 3,876 | $442 | 03/31/2024 | Lodestar Private Asset Management LLC | 3,860 | $441 | 03/31/2024 | IWP | 3,860 | $441 | 03/31/2024 | Icon Wealth Advisors LLC | 4,208 | $440 | 12/31/2023 | IWP | 4,208 | $440 | 12/31/2023 | Bragg Financial Advisors Inc | 4,200 | $439 | 12/31/2023 | IWP | 4,200 | $439 | 12/31/2023 | Clearstead Advisors LLC | 4,153 | $434 | 12/31/2023 | IWP | 4,153 | $434 | 12/31/2023 | Evergreen Wealth Solutions LLC | 4,135 | $432 | 12/31/2023 | IWP | 4,135 | $432 | 12/31/2023 | Sage Capital Advisors llc | 3,728 | $426 | 03/31/2024 | IWP | 3,728 | $426 | 03/31/2024 | Householder Group Estate & Retirement Specialist LLC | 4,079 | $426 | 12/31/2023 | IWP | 4,079 | $426 | 12/31/2023 | GYL Financial Synergies LLC | 4,022 | $420 | 12/31/2023 | IWP | 4,022 | $420 | 12/31/2023 | King Luther Capital Management Corp | 4,012 | $419 | 12/31/2023 | IWP | 4,012 | $419 | 12/31/2023 | Davis R M Inc. | 4,000 | $418 | 12/31/2023 | IWP | 4,000 | $418 | 12/31/2023 | Vista Wealth Management Group LLC | 4,000 | $418 | 12/31/2023 | IWP | 4,000 | $418 | 12/31/2023 | Financial Advisory Corp UT ADV | 3,633 | $415 | 03/31/2024 | IWP | 3,633 | $415 | 03/31/2024 | Congress Wealth Management LLC DE | 3,625 | $414 | 03/31/2024 | IWP | 3,625 | $414 | 03/31/2024 | FF Advisors LLC | 3,620 | $413 | 03/31/2024 | IWP | 3,620 | $413 | 03/31/2024 | HFG Advisors Inc. | 3,600 | $411 | 03/31/2024 | IWP | 3,600 | $411 | 03/31/2024 | Sage Mountain Advisors LLC | 3,585 | $409 | 03/31/2024 | IWP | 3,585 | $409 | 03/31/2024 | Private Capital Management LLC | 3,573 | $408 | 03/31/2024 | IWP | 3,573 | $408 | 03/31/2024 | Walled Lake Planning & Wealth Management LLC | 3,895 | $407 | 12/31/2023 | IWP | 3,895 | $407 | 12/31/2023 | Elevated Capital Advisors LLC | 3,551 | $405 | 03/31/2024 | IWP | 3,551 | $405 | 03/31/2024 | Annex Advisory Services LLC | 3,540 | $404 | 03/31/2024 | IWP | 3,540 | $404 | 03/31/2024 | Oarsman Capital Inc. | 3,868 | $404 | 12/31/2023 | IWP | 3,868 | $404 | 12/31/2023 | Element Wealth LLC | 3,805 | $397 | 12/31/2023 | IWP | 3,805 | $397 | 12/31/2023 | Signet Financial Management LLC | 3,423 | $391 | 03/31/2024 | IWP | 3,423 | $391 | 03/31/2024 | Middleton & Co Inc MA | 3,742 | $391 | 12/31/2023 | IWP | 3,742 | $391 | 12/31/2023 | David Loasby | 3,867 | $390 | 12/31/2023 | IWP | 3,867 | $390 | 12/31/2023 | White Lighthouse Investment Management Inc. | 3,720 | $389 | 12/31/2023 | IWP | 3,720 | $389 | 12/31/2023 | Smith Moore & CO. | 3,698 | $386 | 12/31/2023 | IWP | 3,698 | $386 | 12/31/2023 | Cynosure Management LLC | 3,683 | $385 | 12/31/2023 | IWP | 3,683 | $385 | 12/31/2023 | Armor Investment Advisors LLC | 3,347 | $382 | 03/31/2024 | IWP | 3,347 | $382 | 03/31/2024 | Texas Capital Bank Wealth Management Services Inc. | 3,661 | $382 | 12/31/2023 | IWP | 3,661 | $382 | 12/31/2023 | Founders Financial Securities LLC | 3,328 | $380 | 03/31/2024 | IWP | 3,328 | $380 | 03/31/2024 | Moss Adams Wealth Advisors LLC | 3,637 | $380 | 12/31/2023 | IWP | 3,637 | $380 | 12/31/2023 | Ullmann Financial Group Inc. | 3,628 | $379 | 12/31/2023 | IWP | 3,628 | $379 | 12/31/2023 | Parsons Capital Management Inc. RI | 3,281 | $374 | 03/31/2024 | IWP | 3,281 | $374 | 03/31/2024 | Mitchell Mcleod Pugh & Williams Inc. | 3,561 | $372 | 12/31/2023 | IWP | 3,561 | $372 | 12/31/2023 | Sanibel Captiva Trust Company Inc. | 3,560 | $372 | 12/31/2023 | IWP | 3,560 | $372 | 12/31/2023 | True North Advisors LLC | 3,240 | $370 | 03/31/2024 | IWP | 3,240 | $370 | 03/31/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 3,539 | $370 | 12/31/2023 | IWP | 3,539 | $370 | 12/31/2023 | BlueChip Wealth Advisors LLC | 3,544 | $370 | 12/31/2023 | IWP | 3,544 | $370 | 12/31/2023 | Fiera Capital Corp | 3,534 | $369 | 12/31/2023 | IWP | 3,534 | $369 | 12/31/2023 | SkyOak Wealth LLC | 3,520 | $368 | 12/31/2023 | IWP | 3,520 | $368 | 12/31/2023 | Cherry Tree Wealth Management LLC | 3,504 | $366 | 12/31/2023 | IWP | 3,504 | $366 | 12/31/2023 | Stratos Wealth Advisors LLC | 3,178 | $363 | 03/31/2024 | IWP | 3,178 | $363 | 03/31/2024 | Resources Investment Advisors LLC. | 3,476 | $363 | 12/31/2023 | IWP | 3,476 | $363 | 12/31/2023 | Wittenberg Investment Management Inc. | 3,453 | $361 | 12/31/2023 | IWP | 3,453 | $361 | 12/31/2023 | Bourgeon Capital Management LLC | 3,151 | $360 | 03/31/2024 | IWP | 3,151 | $360 | 03/31/2024 | Brown Brothers Harriman & Co. | 3,424 | $358 | 12/31/2023 | IWP | 3,424 | $358 | 12/31/2023 | Clark Capital Management Group Inc. | 3,416 | $357 | 12/31/2023 | IWP | 3,416 | $357 | 12/31/2023 | Capital Advisors Ltd. LLC | 3,108 | $355 | 03/31/2024 | IWP | 3,108 | $355 | 03/31/2024 | Buckingham Strategic Partners | 3,400 | $355 | 12/31/2023 | IWP | 3,400 | $355 | 12/31/2023 | Twin Peaks Wealth Advisors LLC | 3,089 | $353 | 03/31/2024 | IWP | 3,089 | $353 | 03/31/2024 | United Capital Management of KS Inc. | 3,085 | $352 | 03/31/2024 | IWP | 3,085 | $352 | 03/31/2024 | Evercore Wealth Management LLC | 3,361 | $351 | 12/31/2023 | IWP | 3,361 | $351 | 12/31/2023 | Paladin Advisory Group LLC | 3,364 | $351 | 12/31/2023 | IWP | 3,364 | $351 | 12/31/2023 | MAS Advisors LLC | 3,356 | $351 | 12/31/2023 | IWP | 3,356 | $351 | 12/31/2023 | Belpointe Asset Management LLC | 3,351 | $350 | 12/31/2023 | IWP | 3,351 | $350 | 12/31/2023 | LJI Wealth Management LLC | 3,348 | $350 | 12/31/2023 | IWP | 3,348 | $350 | 12/31/2023 | Quadrant Capital Group LLC | 3,340 | $349 | 12/31/2023 | IWP | 3,340 | $349 | 12/31/2023 | White Pine Capital LLC | 3,322 | $347 | 12/31/2023 | IWP | 3,322 | $347 | 12/31/2023 | Grimes & Company Inc. | 3,016 | $344 | 03/31/2024 | IWP | 3,016 | $344 | 03/31/2024 | BCGM Wealth Management LLC | 3,275 | $342 | 12/31/2023 | IWP | 3,275 | $342 | 12/31/2023 | TNF LLC | 3,085 | $335 | 03/31/2024 | IWP | 3,085 | $335 | 03/31/2024 | Delta Financial Group Inc. | 3,196 | $334 | 12/31/2023 | IWP | 3,196 | $334 | 12/31/2023 | Arete Wealth Advisors LLC | 3,187 | $333 | 12/31/2023 | IWP | 3,187 | $333 | 12/31/2023 | Prosperity Planning Inc. | 2,884 | $329 | 03/31/2024 | IWP | 2,884 | $329 | 03/31/2024 | Madison Asset Management LLC | 3,128 | $327 | 12/31/2023 | IWP | 3,128 | $327 | 12/31/2023 | City Holding Co. | 2,849 | $325 | 03/31/2024 | IWP | 2,849 | $325 | 03/31/2024 | WealthTrust Axiom LLC | 3,116 | $325 | 12/31/2023 | IWP | 3,116 | $325 | 12/31/2023 | Orgel Wealth Management LLC | 2,837 | $324 | 03/31/2024 | IWP | 2,837 | $324 | 03/31/2024 | Fundamentun LLC | 2,837 | $324 | 03/31/2024 | IWP | 2,837 | $324 | 03/31/2024 | Texas Yale Capital Corp. | 3,090 | $323 | 12/31/2023 | IWP | 3,090 | $323 | 12/31/2023 | Apollon Wealth Management LLC | 3,087 | $322 | 12/31/2023 | IWP | 3,087 | $322 | 12/31/2023 | Sage Rhino Capital LLC | 2,810 | $321 | 03/31/2024 | IWP | 2,810 | $321 | 03/31/2024 | Carolinas Wealth Consulting LLC | 3,066 | $320 | 12/31/2023 | IWP | 3,066 | $320 | 12/31/2023 | Midland Wealth Advisors LLC | 3,049 | $318 | 12/31/2023 | IWP | 3,049 | $318 | 12/31/2023 | Busey Wealth Management | 2,760 | $315 | 03/31/2024 | IWP | 2,760 | $315 | 03/31/2024 | Meitav Dash Investments Ltd. | 2,986 | $312 | 12/31/2023 | IWP | 2,986 | $312 | 12/31/2023 | Emfo LLC | 2,988 | $312 | 12/31/2023 | IWP | 2,988 | $312 | 12/31/2023 | Farmers & Merchants Trust Co of Chambersburg PA | 2,727 | $311 | 03/31/2024 | IWP | 2,727 | $311 | 03/31/2024 | Citizens Financial Group Inc RI | 2,981 | $311 | 12/31/2023 | IWP | 2,981 | $311 | 12/31/2023 | CIBC World Markets Inc. | 2,947 | $308 | 12/31/2023 | IWP | 2,947 | $308 | 12/31/2023 | Unionview LLC | 2,944 | $308 | 12/31/2023 | IWP | 2,944 | $308 | 12/31/2023 | Syntegra Private Wealth Group LLC | 2,951 | $308 | 12/31/2023 | IWP | 2,951 | $308 | 12/31/2023 | Redhawk Wealth Advisors Inc. | 2,931 | $306 | 12/31/2023 | IWP | 2,931 | $306 | 12/31/2023 | First Financialcorp IN | 2,657 | $303 | 03/31/2024 | IWP | 2,657 | $303 | 03/31/2024 | KilterHowling LLC | 2,855 | $303 | 12/31/2023 | IWP | 2,855 | $303 | 12/31/2023 | Arcadia Investment Management Corp MI | 2,650 | $302 | 03/31/2024 | IWP | 2,650 | $302 | 03/31/2024 | N.E.W. Advisory Services LLC | 2,648 | $302 | 03/31/2024 | IWP | 2,648 | $302 | 03/31/2024 | Oxbow Advisors LLC | 2,880 | $301 | 12/31/2023 | IWP | 2,880 | $301 | 12/31/2023 | Madison Wealth Partners Inc | 2,868 | $300 | 12/31/2023 | IWP | 2,868 | $300 | 12/31/2023 | Smith Chas P & Associates PA Cpas | 2,618 | $299 | 03/31/2024 | IWP | 2,618 | $299 | 03/31/2024 | YHB Investment Advisors Inc. | 2,619 | $299 | 03/31/2024 | IWP | 2,619 | $299 | 03/31/2024 | Cahill Wealth Management LLC | 2,862 | $299 | 12/31/2023 | IWP | 2,862 | $299 | 12/31/2023 | Amplius Wealth Advisors LLC | 2,613 | $298 | 03/31/2024 | IWP | 2,613 | $298 | 03/31/2024 | Braun Bostich & Associates Inc. | 2,854 | $298 | 12/31/2023 | IWP | 2,854 | $298 | 12/31/2023 | Aprio Wealth Management LLC | 2,547 | $291 | 03/31/2024 | IWP | 2,547 | $291 | 03/31/2024 | TrueWealth Advisors LLC | 2,552 | $291 | 03/31/2024 | IWP | 2,552 | $291 | 03/31/2024 | Fifth Third Wealth Advisors LLC | 2,526 | $288 | 03/31/2024 | IWP | 2,526 | $288 | 03/31/2024 | Planning Capital Management Corp | 2,526 | $288 | 03/31/2024 | IWP | 2,526 | $288 | 03/31/2024 | CRA Financial Services LLC | 2,505 | $286 | 03/31/2024 | IWP | 2,505 | $286 | 03/31/2024 | Principal Securities Inc. | 2,742 | $286 | 12/31/2023 | IWP | 2,742 | $286 | 12/31/2023 | Betterment LLC | 2,734 | $286 | 12/31/2023 | IWP | 2,734 | $286 | 12/31/2023 | Carnegie Capital Asset Management LLC | 2,726 | $285 | 12/31/2023 | IWP | 2,726 | $285 | 12/31/2023 | GFG Capital LLC | 2,730 | $285 | 12/31/2023 | IWP | 2,730 | $285 | 12/31/2023 | Holistic Planning LLC | 2,714 | $284 | 12/31/2023 | IWP | 2,714 | $284 | 12/31/2023 | JPL Wealth Management LLC | 2,707 | $283 | 12/31/2023 | IWP | 2,707 | $283 | 12/31/2023 | Gryphon Financial Partners LLC | 2,702 | $282 | 12/31/2023 | IWP | 2,702 | $282 | 12/31/2023 | Stiles Financial Services Inc | 2,700 | $282 | 12/31/2023 | IWP | 2,700 | $282 | 12/31/2023 | Mayflower Financial Advisors LLC | 2,677 | $280 | 12/31/2023 | IWP | 2,677 | $280 | 12/31/2023 | Baker Tilly Financial LLC | 2,668 | $279 | 12/31/2023 | IWP | 2,668 | $279 | 12/31/2023 | Fernwood Investment Management LLC | 2,640 | $276 | 12/31/2023 | IWP | 2,640 | $276 | 12/31/2023 | Massmutual Trust Co. FSB ADV | 2,405 | $275 | 03/31/2024 | IWP | 2,405 | $275 | 03/31/2024 | Pioneer Trust Bank N A OR | 2,400 | $274 | 03/31/2024 | IWP | 2,400 | $274 | 03/31/2024 | Stage Harbor Financial LLC | 2,619 | $274 | 12/31/2023 | IWP | 2,619 | $274 | 12/31/2023 | Csenge Advisory Group | 2,604 | $272 | 12/31/2023 | IWP | 2,604 | $272 | 12/31/2023 | CCG Wealth Management LLC | 2,371 | $271 | 03/31/2024 | IWP | 2,371 | $271 | 03/31/2024 | Edge Financial Advisors LLC | 2,371 | $271 | 03/31/2024 | IWP | 2,371 | $271 | 03/31/2024 | CAPROCK Group Inc. | 2,573 | $269 | 12/31/2023 | IWP | 2,573 | $269 | 12/31/2023 | Wealth Alliance | 2,578 | $269 | 12/31/2023 | IWP | 2,578 | $269 | 12/31/2023 | Rothschild Capital Partners LLC | 2,562 | $268 | 12/31/2023 | IWP | 2,562 | $268 | 12/31/2023 | Latitude Advisors LLC | 2,320 | $265 | 03/31/2024 | IWP | 2,320 | $265 | 03/31/2024 | PDS Planning Inc | 2,498 | $261 | 12/31/2023 | IWP | 2,498 | $261 | 12/31/2023 | Smithfield Trust Co. | 2,495 | $261 | 12/31/2023 | IWP | 2,495 | $261 | 12/31/2023 | Financial Perspectives Inc | 2,268 | $259 | 03/31/2024 | IWP | 2,268 | $259 | 03/31/2024 | Monarch Capital Management Inc. | 2,256 | $258 | 03/31/2024 | IWP | 2,256 | $258 | 03/31/2024 | Garrett Investment Advisors LLC | 2,251 | $257 | 03/31/2024 | IWP | 2,251 | $257 | 03/31/2024 | Websterrogers Financial Advisors LLC | 2,450 | $256 | 12/31/2023 | IWP | 2,450 | $256 | 12/31/2023 | Carlton Hofferkamp & Jenks Wealth Management LLC | 2,355 | $255 | 03/31/2024 | IWP | 2,355 | $255 | 03/31/2024 | Oakworth Capital Inc. | 2,224 | $254 | 03/31/2024 | IWP | 2,224 | $254 | 03/31/2024 | Hazlett Burt & Watson Inc. | 2,441 | $254 | 12/31/2023 | IWP | 2,441 | $254 | 12/31/2023 | Vista Capital Partners Inc. | 2,434 | $254 | 12/31/2023 | IWP | 2,434 | $254 | 12/31/2023 | WealthShield Partners LLC | 2,420 | $253 | 12/31/2023 | IWP | 2,420 | $253 | 12/31/2023 | Kendall Capital Management | 2,420 | $253 | 12/31/2023 | IWP | 2,420 | $253 | 12/31/2023 | Pacific Sun Financial Corp | 2,409 | $252 | 12/31/2023 | IWP | 2,409 | $252 | 12/31/2023 | Mcdonald Partners LLC | 2,200 | $251 | 03/31/2024 | IWP | 2,200 | $251 | 03/31/2024 | Wolverine Trading LLC | | $251 | 12/31/2023 | Call | 2,400 | $251 | 12/31/2023 | Edmond DE Rothschild Holding S.A. | 2,389 | $250 | 12/31/2023 | IWP | 2,389 | $250 | 12/31/2023 | Monticello Wealth Management LLC | 2,169 | $248 | 03/31/2024 | IWP | 2,169 | $248 | 03/31/2024 | Clearbridge Investments LLC | 2,375 | $248 | 12/31/2023 | IWP | 2,375 | $248 | 12/31/2023 | Cahill Financial Advisors Inc. | 2,371 | $248 | 12/31/2023 | IWP | 2,371 | $248 | 12/31/2023 | Breakwater Capital Group | 2,166 | $247 | 03/31/2024 | IWP | 2,166 | $247 | 03/31/2024 | Financial Sense Advisors Inc. | 2,152 | $246 | 03/31/2024 | IWP | 2,152 | $246 | 03/31/2024 | CIC Wealth LLC | 2,138 | $244 | 03/31/2024 | IWP | 2,138 | $244 | 03/31/2024 | HB Wealth Management LLC | 2,334 | $244 | 12/31/2023 | IWP | 2,334 | $244 | 12/31/2023 | International Assets Investment Management LLC | 2,140 | $243 | 03/31/2024 | IWP | 2,140 | $243 | 03/31/2024 | Flagship Harbor Advisors LLC | 2,124 | $242 | 03/31/2024 | IWP | 2,124 | $242 | 03/31/2024 | Cambridge Trust Co. | 2,320 | $242 | 12/31/2023 | IWP | 2,320 | $242 | 12/31/2023 | J. W. Coons Advisors LLC | 2,314 | $242 | 12/31/2023 | IWP | 2,314 | $242 | 12/31/2023 | Arbor Investment Advisors LLC | 2,102 | $240 | 03/31/2024 | IWP | 2,102 | $240 | 03/31/2024 | Shepherd Financial Partners LLC | 2,104 | $240 | 03/31/2024 | IWP | 2,104 | $240 | 03/31/2024 | RVW Wealth LLC | 2,105 | $240 | 03/31/2024 | IWP | 2,105 | $240 | 03/31/2024 | PFG Investments LLC | 2,103 | $240 | 03/31/2024 | IWP | 2,103 | $240 | 03/31/2024 | Goelzer Investment Management Inc. | 2,294 | $240 | 12/31/2023 | IWP | 2,294 | $240 | 12/31/2023 | 17 Capital Partners LLC | 2,092 | $239 | 03/31/2024 | IWP | 2,092 | $239 | 03/31/2024 | Advisory Resource Group | 2,282 | $238 | 12/31/2023 | IWP | 2,282 | $238 | 12/31/2023 | Centaurus Financial Inc. | 2,262 | $236 | 12/31/2023 | IWP | 2,262 | $236 | 12/31/2023 | Ironwood Investment Counsel LLC | 2,250 | $235 | 12/31/2023 | IWP | 2,250 | $235 | 12/31/2023 | Visionary Wealth Advisors | 2,247 | $235 | 12/31/2023 | IWP | 2,247 | $235 | 12/31/2023 | C2C Wealth Management LLC | 2,213 | $233 | 12/31/2023 | IWP | 2,213 | $233 | 12/31/2023 | DT Investment Partners LLC | 2,197 | $232 | 12/31/2023 | IWP | 2,197 | $232 | 12/31/2023 | Perfromance Wealth Partners LLC | 2,218 | $232 | 12/31/2023 | IWP | 2,218 | $232 | 12/31/2023 | Capital Advisors Inc. OK | 2,210 | $231 | 12/31/2023 | IWP | 2,210 | $231 | 12/31/2023 | Advisory Alpha LLC | 2,214 | $231 | 12/31/2023 | IWP | 2,214 | $231 | 12/31/2023 | West Michigan Advisors LLC | 2,213 | $231 | 12/31/2023 | IWP | 2,213 | $231 | 12/31/2023 | Keystone Wealth Services LLC | 2,006 | $229 | 03/31/2024 | IWP | 2,006 | $229 | 03/31/2024 | Wedmont Private Capital | 2,020 | $228 | 03/31/2024 | IWP | 2,020 | $228 | 03/31/2024 | GUNN & Co INVESTMENT MANAGEMENT INC. | 2,000 | $228 | 03/31/2024 | IWP | 2,000 | $228 | 03/31/2024 | Schechter Investment Advisors LLC | 2,183 | $228 | 12/31/2023 | IWP | 2,183 | $228 | 12/31/2023 | West Bancorporation Inc. | 2,155 | $225 | 12/31/2023 | IWP | 2,155 | $225 | 12/31/2023 | MainStreet Investment Advisors LLC | 2,150 | $225 | 12/31/2023 | IWP | 2,150 | $225 | 12/31/2023 | Roman Butler Fullerton & Co. | 2,140 | $224 | 12/31/2023 | IWP | 2,140 | $224 | 12/31/2023 | Wiley BROS. Aintree Capital LLC | 1,950 | $223 | 03/31/2024 | IWP | 1,950 | $223 | 03/31/2024 | Steel Peak Wealth Management LLC | 1,950 | $223 | 03/31/2024 | IWP | 1,950 | $223 | 03/31/2024 | American Money Management LLC | 2,126 | $222 | 12/31/2023 | IWP | 2,126 | $222 | 12/31/2023 | Eubel Brady & Suttman Asset Management Inc. | 2,120 | $221 | 12/31/2023 | IWP | 2,120 | $221 | 12/31/2023 | Hyman Charles D | 2,117 | $221 | 12/31/2023 | IWP | 2,117 | $221 | 12/31/2023 | Brady Family Wealth LLC | 2,115 | $221 | 12/31/2023 | IWP | 2,115 | $221 | 12/31/2023 | Rockbridge Investment Management LCC | 2,106 | $220 | 12/31/2023 | IWP | 2,106 | $220 | 12/31/2023 | TCP Asset Management LLC | 1,921 | $219 | 03/31/2024 | IWP | 1,921 | $219 | 03/31/2024 | PPS&V Asset Management Consultants Inc. | 1,907 | $218 | 03/31/2024 | IWP | 1,907 | $218 | 03/31/2024 | Peloton Wealth Strategists | 2,091 | $218 | 12/31/2023 | IWP | 2,091 | $218 | 12/31/2023 | Independence Bank of Kentucky | 1,901 | $217 | 03/31/2024 | IWP | 1,901 | $217 | 03/31/2024 | Garde Capital Inc. | 2,074 | $217 | 12/31/2023 | IWP | 2,074 | $217 | 12/31/2023 | Wsfs Capital Management LLC | 2,081 | $217 | 12/31/2023 | IWP | 2,081 | $217 | 12/31/2023 | Wealthsource Partners LLC | 2,069 | $216 | 12/31/2023 | IWP | 2,069 | $216 | 12/31/2023 | Ronald Blue Trust Inc. | 2,067 | $216 | 12/31/2023 | IWP | 2,067 | $216 | 12/31/2023 | Journey Strategic Wealth LLC | 2,064 | $216 | 12/31/2023 | IWP | 2,064 | $216 | 12/31/2023 | Welch & Forbes LLC | 2,048 | $214 | 12/31/2023 | IWP | 2,048 | $214 | 12/31/2023 | Scotia Capital Inc. | 2,044 | $214 | 12/31/2023 | IWP | 2,044 | $214 | 12/31/2023 | Insight Advisors LLC PA | 2,048 | $214 | 12/31/2023 | IWP | 2,048 | $214 | 12/31/2023 | Foundation Wealth Management LLC | 2,052 | $214 | 12/31/2023 | IWP | 2,052 | $214 | 12/31/2023 | SeaCrest Wealth Management LLC | 1,865 | $213 | 03/31/2024 | IWP | 1,865 | $213 | 03/31/2024 | Retirement Planning Group | 1,857 | $212 | 03/31/2024 | IWP | 1,857 | $212 | 03/31/2024 | Windsor Capital Management LLC | 1,856 | $212 | 03/31/2024 | IWP | 1,856 | $212 | 03/31/2024 | Henrickson Nauta Wealth Advisors Inc. | 1,902 | $212 | 03/31/2024 | IWP | 1,902 | $212 | 03/31/2024 | Portland Global Advisors LLC | 2,026 | $212 | 12/31/2023 | IWP | 2,026 | $212 | 12/31/2023 | WMS Partners LLC | 2,023 | $211 | 12/31/2023 | IWP | 2,023 | $211 | 12/31/2023 | Paradigm Financial Partners LLC | 2,015 | $210 | 12/31/2023 | IWP | 2,015 | $210 | 12/31/2023 | Shared Vision Wealth Group LLC | 2,008 | $210 | 12/31/2023 | IWP | 2,008 | $210 | 12/31/2023 | Shira Ridge Wealth Management | 1,831 | $209 | 03/31/2024 | IWP | 1,831 | $209 | 03/31/2024 | Montz Harcus Wealth Management LLC | 2,001 | $209 | 12/31/2023 | IWP | 2,001 | $209 | 12/31/2023 | Kowal Investment Group LLC | 1,815 | $207 | 03/31/2024 | IWP | 1,815 | $207 | 03/31/2024 | Waterloo Capital L.P. | 1,970 | $206 | 12/31/2023 | IWP | 1,970 | $206 | 12/31/2023 | Pineridge Advisors LLC | 1,971 | $206 | 12/31/2023 | IWP | 1,971 | $206 | 12/31/2023 | Von Berge Wealth Management Group LLC | 1,800 | $205 | 03/31/2024 | IWP | 1,800 | $205 | 03/31/2024 | Mason & Associates Inc | 1,792 | $205 | 03/31/2024 | IWP | 1,792 | $205 | 03/31/2024 | LongView Wealth Management | 1,792 | $205 | 03/31/2024 | IWP | 1,792 | $205 | 03/31/2024 | Fisher Asset Management LLC | 1,955 | $204 | 12/31/2023 | IWP | 1,955 | $204 | 12/31/2023 | AMJ Financial Wealth Management | 1,948 | $203 | 12/31/2023 | IWP | 1,948 | $203 | 12/31/2023 | McNaughton Wealth Management LLC | 1,761 | $201 | 03/31/2024 | IWP | 1,761 | $201 | 03/31/2024 | Mather Group LLC. | 1,846 | $193 | 03/31/2024 | IWP | 1,846 | $193 | 03/31/2024 | Salem Investment Counselors Inc. | 1,670 | $191 | 03/31/2024 | IWP | 1,670 | $191 | 03/31/2024 | Sugarloaf Wealth Management LLC | 1,668 | $190 | 03/31/2024 | IWP | 1,668 | $190 | 03/31/2024 | Mill Capital Management LLC | 1,815 | $190 | 12/31/2023 | IWP | 1,815 | $190 | 12/31/2023 | Trivant Custom Portfolio Group LLC | 1,660 | $189 | 03/31/2024 | IWP | 1,660 | $189 | 03/31/2024 | Creative Financial Designs Inc. ADV | 1,812 | $189 | 12/31/2023 | IWP | 1,812 | $189 | 12/31/2023 | Hollencrest Capital Management | 1,812 | $189 | 12/31/2023 | IWP | 1,812 | $189 | 12/31/2023 | Monetary Management Group Inc. | 1,750 | $183 | 12/31/2023 | IWP | 1,750 | $183 | 12/31/2023 | VitalStone Financial LLC | 1,725 | $180 | 12/31/2023 | IWP | 1,725 | $180 | 12/31/2023 | Acropolis Investment Management LLC | 1,564 | $179 | 03/31/2024 | IWP | 1,564 | $179 | 03/31/2024 | Transcendent Capital Group LLC | 1,715 | $179 | 03/31/2024 | IWP | 1,715 | $179 | 03/31/2024 | LGT Financial Advisors LLC | 1,716 | $179 | 12/31/2023 | IWP | 1,716 | $179 | 12/31/2023 | BOK Financial Private Wealth Inc. | 1,696 | $177 | 12/31/2023 | IWP | 1,696 | $177 | 12/31/2023 | HBC Financial Services PLLC | 1,700 | $177 | 12/31/2023 | IWP | 1,700 | $177 | 12/31/2023 | Duncker Streett & Co. Inc. | 1,540 | $176 | 03/31/2024 | IWP | 1,540 | $176 | 03/31/2024 | Montag A & Associates Inc. | 1,675 | $175 | 12/31/2023 | IWP | 1,675 | $175 | 12/31/2023 | Deutsche Bank AG | 1,566 | $164 | 12/31/2023 | IWP | 1,566 | $164 | 12/31/2023 | Tompkins Financial Corp | 1,427 | $163 | 03/31/2024 | IWP | 1,427 | $163 | 03/31/2024 | SOA Wealth Advisors LLC. | 1,406 | $160 | 03/31/2024 | IWP | 1,406 | $160 | 03/31/2024 | Hills Bank & Trust Co | 1,513 | $158 | 12/31/2023 | IWP | 1,513 | $158 | 12/31/2023 | Evensky & Katz LLC | 1,363 | $156 | 03/31/2024 | IWP | 1,363 | $156 | 03/31/2024 | Perkins Coie Trust Co | 1,346 | $154 | 03/31/2024 | IWP | 1,346 | $154 | 03/31/2024 | Performa Ltd US LLC | 1,449 | $151 | 12/31/2023 | IWP | 1,449 | $151 | 12/31/2023 | Parkside Financial Bank & Trust | 1,427 | $149 | 12/31/2023 | IWP | 1,427 | $149 | 12/31/2023 | Milestone Investment Advisors LLC | 1,415 | $148 | 12/31/2023 | IWP | 1,415 | $148 | 12/31/2023 | JJJ Advisors Inc. | 1,275 | $146 | 03/31/2024 | IWP | 1,275 | $146 | 03/31/2024 | Pin Oak Investment Advisors Inc. | 1,389 | $145 | 12/31/2023 | IWP | 1,389 | $145 | 12/31/2023 | Trifecta Capital Advisors LLC | 1,146 | $131 | 03/31/2024 | IWP | 1,146 | $131 | 03/31/2024 | Bogart Wealth LLC | 1,137 | $130 | 03/31/2024 | IWP | 1,137 | $130 | 03/31/2024 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 1,185 | $126 | 03/31/2024 | IWP | 1,185 | $126 | 03/31/2024 | EverSource Wealth Advisors LLC | 1,206 | $126 | 12/31/2023 | IWP | 1,206 | $126 | 12/31/2023 | Grove Bank & Trust | 1,200 | $125 | 12/31/2023 | IWP | 1,200 | $125 | 12/31/2023 | Ballast Advisors LLC | 1,191 | $124 | 12/31/2023 | IWP | 1,191 | $124 | 12/31/2023 | O Shaughnessy Asset Management LLC | 1,180 | $123 | 12/31/2023 | IWP | 1,180 | $123 | 12/31/2023 | Atlantic Edge Private Wealth Management LLC | 1,140 | $119 | 12/31/2023 | IWP | 1,140 | $119 | 12/31/2023 | Greenwood Gearhart Inc. | 1,130 | $118 | 12/31/2023 | IWP | 1,130 | $118 | 12/31/2023 | Provence Wealth Management Group | 1,122 | $117 | 12/31/2023 | IWP | 1,122 | $117 | 12/31/2023 | Trust Co | 1,018 | $116 | 03/31/2024 | IWP | 1,018 | $116 | 03/31/2024 | CoreFirst Bank & Trust | 1,096 | $114 | 12/31/2023 | IWP | 1,096 | $114 | 12/31/2023 | Union Savings Bank | 1,092 | $114 | 12/31/2023 | IWP | 1,092 | $114 | 12/31/2023 | Retirement Group LLC | 1,061 | $111 | 12/31/2023 | IWP | 1,061 | $111 | 12/31/2023 | DB Wealth Management Group LLC | 1,060 | $111 | 12/31/2023 | IWP | 1,060 | $111 | 12/31/2023 | ICA Group Wealth Management LLC | 1,064 | $111 | 12/31/2023 | IWP | 1,064 | $111 | 12/31/2023 | WASHINGTON TRUST Co | 952 | $109 | 03/31/2024 | IWP | 952 | $109 | 03/31/2024 | Woodmont Investment Counsel LLC | 949 | $108 | 03/31/2024 | IWP | 949 | $108 | 03/31/2024 | Evermay Wealth Management LLC | 1,000 | $104 | 12/31/2023 | IWP | 1,000 | $104 | 12/31/2023 | Biltmore Family Office LLC | 1,000 | $104 | 12/31/2023 | IWP | 1,000 | $104 | 12/31/2023 | Sunbelt Securities Inc. | 872 | $100 | 03/31/2024 | IWP | 872 | $100 | 03/31/2024 | Salomon & Ludwin LLC | 941 | $98 | 12/31/2023 | IWP | 941 | $98 | 12/31/2023 | PSI Advisors LLC | 837 | $96 | 03/31/2024 | IWP | 837 | $96 | 03/31/2024 | Benjamin F. Edwards & Company Inc. | 908 | $95 | 12/31/2023 | IWP | 908 | $95 | 12/31/2023 | Matrix Private Capital Group LLC | 900 | $94 | 12/31/2023 | IWP | 900 | $94 | 12/31/2023 | Ramirez Asset Management Inc. | 900 | $94 | 12/31/2023 | IWP | 900 | $94 | 12/31/2023 | Sound Income Strategies LLC | 816 | $93 | 03/31/2024 | IWP | 816 | $93 | 03/31/2024 | Northwest Investment Counselors LLC | 792 | $90 | 03/31/2024 | IWP | 792 | $90 | 03/31/2024 | Jackson Grant Investment Advisers Inc. | 834 | $87 | 12/31/2023 | IWP | 834 | $87 | 12/31/2023 | Aptus Capital Advisors LLC | 819 | $86 | 12/31/2023 | IWP | 819 | $86 | 12/31/2023 | WealthCollab LLC | 824 | $86 | 12/31/2023 | IWP | 824 | $86 | 12/31/2023 | National Bank of Canada FI | 830 | $85 | 12/31/2023 | IWP | 830 | $85 | 12/31/2023 | Colonial Trust Advisors | 800 | $84 | 12/31/2023 | IWP | 800 | $84 | 12/31/2023 | Sittner & Nelson LLC | 800 | $84 | 12/31/2023 | IWP | 800 | $84 | 12/31/2023 | 1832 Asset Management L.P. | 768 | $80 | 12/31/2023 | IWP | 768 | $80 | 12/31/2023 | Pinnacle Bank | 683 | $78 | 03/31/2024 | IWP | 683 | $78 | 03/31/2024 | Oliver Lagore Vanvalin Investment Group | 722 | $75 | 12/31/2023 | IWP | 722 | $75 | 12/31/2023 | Game Plan Financial Advisors LLC | 648 | $74 | 03/31/2024 | IWP | 648 | $74 | 03/31/2024 | Integrity Financial Corp WA | 712 | $74 | 12/31/2023 | IWP | 712 | $74 | 12/31/2023 | Knott David M Jr | 695 | $73 | 12/31/2023 | IWP | 695 | $73 | 12/31/2023 | Washington Trust Advisors Inc. | 701 | $73 | 12/31/2023 | IWP | 701 | $73 | 12/31/2023 | Hanson & Doremus Investment Management | 628 | $72 | 03/31/2024 | IWP | 628 | $72 | 03/31/2024 | North Star Investment Management Corp. | 690 | $72 | 12/31/2023 | IWP | 690 | $72 | 12/31/2023 | Gleason Group Inc. | 624 | $71 | 03/31/2024 | IWP | 624 | $71 | 03/31/2024 | SYM FINANCIAL Corp | 676 | $71 | 12/31/2023 | IWP | 676 | $71 | 12/31/2023 | FinTrust Capital Advisors LLC | 657 | $69 | 12/31/2023 | IWP | 657 | $69 | 12/31/2023 | Stephens Consulting LLC | 574 | $65 | 03/31/2024 | IWP | 574 | $65 | 03/31/2024 | ZRC Wealth Management LLC | 570 | $65 | 03/31/2024 | IWP | 570 | $65 | 03/31/2024 | Asset Dedication LLC | 550 | $64 | 03/31/2024 | IWP | 550 | $64 | 03/31/2024 | Pflug Koory LLC | 560 | $64 | 03/31/2024 | IWP | 560 | $64 | 03/31/2024 | Clarkston Capital Partners LLC | 587 | $61 | 12/31/2023 | IWP | 587 | $61 | 12/31/2023 | Archer Investment Corp | 571 | $60 | 12/31/2023 | IWP | 571 | $60 | 12/31/2023 | TFC Financial Management | 577 | $60 | 12/31/2023 | IWP | 577 | $60 | 12/31/2023 | S.A. Mason LLC | 515 | $59 | 03/31/2024 | IWP | 515 | $59 | 03/31/2024 | Voisard Asset Management Group Inc. | 520 | $59 | 03/31/2024 | IWP | 520 | $59 | 03/31/2024 | Bank of New Hampshire | 512 | $58 | 03/31/2024 | IWP | 512 | $58 | 03/31/2024 | TCTC Holdings LLC | 550 | $57 | 12/31/2023 | IWP | 550 | $57 | 12/31/2023 | Guardian Wealth Advisors LLC NC | 546 | $57 | 12/31/2023 | IWP | 546 | $57 | 12/31/2023 | Howe & Rusling Inc. | 539 | $56 | 12/31/2023 | IWP | 539 | $56 | 12/31/2023 | Atwood & Palmer Inc. | 460 | $53 | 03/31/2024 | IWP | 460 | $53 | 03/31/2024 | AlphaMark Advisors LLC | 466 | $53 | 03/31/2024 | IWP | 466 | $53 | 03/31/2024 | Glassman Wealth Services | 494 | $52 | 12/31/2023 | IWP | 494 | $52 | 12/31/2023 | Hamilton Point Investment Advisors LLC | 472 | $49 | 12/31/2023 | IWP | 472 | $49 | 12/31/2023 | Mechanics Financial Corp | 456 | $48 | 12/31/2023 | IWP | 456 | $48 | 12/31/2023 | Gradient Investments LLC | 404 | $46 | 03/31/2024 | IWP | 404 | $46 | 03/31/2024 | Coston McIsaac & Partners | 405 | $46 | 03/31/2024 | IWP | 405 | $46 | 03/31/2024 | Northwest Capital Management Inc | 396 | $45 | 03/31/2024 | IWP | 396 | $45 | 03/31/2024 | Concord Wealth Partners | 433 | $45 | 12/31/2023 | IWP | 433 | $45 | 12/31/2023 | Indiana Trust & Investment Management CO | 383 | $44 | 03/31/2024 | IWP | 383 | $44 | 03/31/2024 | Horizons Wealth Management | 426 | $44 | 03/31/2024 | IWP | 426 | $44 | 03/31/2024 | Focused Wealth Management Inc | 420 | $44 | 12/31/2023 | IWP | 420 | $44 | 12/31/2023 | Pittenger & Anderson Inc. | 400 | $42 | 12/31/2023 | IWP | 400 | $42 | 12/31/2023 | Northwest Financial Advisors | 400 | $42 | 12/31/2023 | IWP | 400 | $42 | 12/31/2023 | Nalls Sherbakoff Group LLC | 382 | $40 | 12/31/2023 | IWP | 382 | $40 | 12/31/2023 | Farther Finance Advisors LLC | 385 | $40 | 12/31/2023 | IWP | 385 | $40 | 12/31/2023 | GPS Wealth Strategies Group LLC | 364 | $38 | 12/31/2023 | IWP | 364 | $38 | 12/31/2023 | Mitchell Sinkler & Starr PA | 358 | $37 | 12/31/2023 | IWP | 358 | $37 | 12/31/2023 | Carmichael Hill & Associates Inc. | 316 | $36 | 03/31/2024 | IWP | 316 | $36 | 03/31/2024 | Northwest Bank & Trust Co | 342 | $36 | 12/31/2023 | IWP | 342 | $36 | 12/31/2023 | Ambassador Advisors LLC | 331 | $35 | 12/31/2023 | IWP | 331 | $35 | 12/31/2023 | Richard W. Paul & Associates LLC | 339 | $35 | 12/31/2023 | IWP | 339 | $35 | 12/31/2023 | JNBA Financial Advisors | 301 | $34 | 03/31/2024 | IWP | 301 | $34 | 03/31/2024 | Armstrong Advisory Group Inc. | 326 | $34 | 03/31/2024 | IWP | 326 | $34 | 03/31/2024 | Roble Belko & Company Inc | 286 | $33 | 03/31/2024 | IWP | 286 | $33 | 03/31/2024 | Register Financial Advisors LLC | 284 | $32 | 03/31/2024 | IWP | 284 | $32 | 03/31/2024 | Kiely Wealth Advisory Group Inc. | 308 | $32 | 12/31/2023 | IWP | 308 | $32 | 12/31/2023 | Richardson Financial Services Inc. | 304 | $32 | 12/31/2023 | IWP | 304 | $32 | 12/31/2023 | West Branch Capital LLC | 259 | $30 | 03/31/2024 | IWP | 259 | $30 | 03/31/2024 | Life Planning Partners Inc | 285 | $30 | 12/31/2023 | IWP | 285 | $30 | 12/31/2023 | Tidemark LLC | 285 | $30 | 12/31/2023 | IWP | 285 | $30 | 12/31/2023 | ORG Partners LLC | 274 | $29 | 12/31/2023 | IWP | 274 | $29 | 12/31/2023 | New Republic Capital LLC | 275 | $29 | 12/31/2023 | IWP | 275 | $29 | 12/31/2023 | Smartleaf Asset Management LLC | 273 | $29 | 12/31/2023 | IWP | 273 | $29 | 12/31/2023 | DHJJ Financial Advisors Ltd. | 232 | $27 | 03/31/2024 | IWP | 232 | $27 | 03/31/2024 | Founders Financial Alliance LLC | 256 | $27 | 12/31/2023 | IWP | 256 | $27 | 12/31/2023 | Syntax Research Inc. | 262 | $27 | 12/31/2023 | IWP | 262 | $27 | 12/31/2023 | Venturi Wealth Management LLC | 230 | $26 | 03/31/2024 | IWP | 230 | $26 | 03/31/2024 | Rise Advisors LLC | 225 | $26 | 03/31/2024 | IWP | 225 | $26 | 03/31/2024 | Plante Moran Financial Advisors LLC | 245 | $26 | 12/31/2023 | IWP | 245 | $26 | 12/31/2023 | Mascoma Wealth Management LLC | 248 | $26 | 12/31/2023 | IWP | 248 | $26 | 12/31/2023 | Capital Investment Advisory Services LLC | 219 | $25 | 03/31/2024 | IWP | 219 | $25 | 03/31/2024 | Wolff Wiese Magana LLC | 218 | $25 | 03/31/2024 | IWP | 218 | $25 | 03/31/2024 | Windsor Advisory Group LLC | 233 | $24 | 12/31/2023 | IWP | 233 | $24 | 12/31/2023 | Albion Financial Group UT | 200 | $23 | 03/31/2024 | IWP | 200 | $23 | 03/31/2024 | GoalVest Advisory LLC | 201 | $23 | 03/31/2024 | IWP | 201 | $23 | 03/31/2024 | Beacon Capital Management LLC | 220 | $23 | 12/31/2023 | IWP | 220 | $23 | 12/31/2023 | American National Bank | 195 | $22 | 03/31/2024 | IWP | 195 | $22 | 03/31/2024 | Tyler Stone Wealth Management | 214 | $22 | 12/31/2023 | IWP | 214 | $22 | 12/31/2023 | Adirondack Trust Co. | 166 | $19 | 03/31/2024 | IWP | 166 | $19 | 03/31/2024 | Simplex Trading LLC | 171 | $19 | 03/31/2024 | IWP | 171 | $19 | 03/31/2024 | Delta Asset Management LLC TN | 180 | $19 | 12/31/2023 | IWP | 180 | $19 | 12/31/2023 | JFS Wealth Advisors LLC | 184 | $19 | 12/31/2023 | IWP | 184 | $19 | 12/31/2023 | CarsonAllaria Wealth Management Ltd. | 178 | $19 | 12/31/2023 | IWP | 178 | $19 | 12/31/2023 | Vermillion & White Wealth Management Group LLC | 164 | $18 | 12/31/2023 | IWP | 164 | $18 | 12/31/2023 | Ables Iannone Moore & Associates Inc. | 168 | $18 | 12/31/2023 | IWP | 168 | $18 | 12/31/2023 | Lowe Wealth Advisors LLC | 150 | $17 | 03/31/2024 | IWP | 150 | $17 | 03/31/2024 | Riverview Trust Co | 150 | $17 | 03/31/2024 | IWP | 150 | $17 | 03/31/2024 | Institutional & Family Asset Management LLC | 167 | $17 | 12/31/2023 | IWP | 167 | $17 | 12/31/2023 | Cape Investment Advisory Inc. | 159 | $17 | 12/31/2023 | IWP | 159 | $17 | 12/31/2023 | ST Germain D J Co. Inc. | 139 | $16 | 03/31/2024 | IWP | 139 | $16 | 03/31/2024 | Chilton Capital Management LLC | 140 | $15 | 12/31/2023 | IWP | 140 | $15 | 12/31/2023 | RE Dickinson Investment Advisors LLC | 130 | $14 | 12/31/2023 | IWP | 130 | $14 | 12/31/2023 | JDM Financial Group LLC | 134 | $14 | 12/31/2023 | IWP | 134 | $14 | 12/31/2023 | PrairieView Partners LLC | 125 | $13 | 12/31/2023 | IWP | 125 | $13 | 12/31/2023 | Caldwell Sutter Capital Inc. | 102 | $12 | 03/31/2024 | IWP | 102 | $12 | 03/31/2024 | Webster Bank N. A. | 98 | $11 | 03/31/2024 | IWP | 98 | $11 | 03/31/2024 | Newbridge Financial Services Group Inc. | 96 | $11 | 03/31/2024 | IWP | 96 | $11 | 03/31/2024 | Resources Management Corp CT ADV | 104 | $11 | 12/31/2023 | IWP | 104 | $11 | 12/31/2023 | Russell Investments Group Ltd. | 110 | $11 | 12/31/2023 | IWP | 110 | $11 | 12/31/2023 | Alaska Permanent Capital Management | 86 | $10 | 03/31/2024 | IWP | 86 | $10 | 03/31/2024 | Investors Research Corp | 98 | $10 | 12/31/2023 | IWP | 98 | $10 | 12/31/2023 | Missouri Trust & Investment Co | 100 | $10 | 12/31/2023 | IWP | 100 | $10 | 12/31/2023 | Pacifica Partners Inc. | 82 | $9 | 03/31/2024 | IWP | 82 | $9 | 03/31/2024 | IAG Wealth Partners LLC | 78 | $9 | 03/31/2024 | IWP | 78 | $9 | 03/31/2024 | Field & Main Bank | 90 | $9 | 12/31/2023 | IWP | 90 | $9 | 12/31/2023 | PFG Private Wealth Management LLC | 61 | $7 | 03/31/2024 | IWP | 61 | $7 | 03/31/2024 | Dividend Assets Capital LLC | 68 | $7 | 12/31/2023 | IWP | 68 | $7 | 12/31/2023 | Tucker Asset Management LLC | 56 | $6 | 12/31/2023 | IWP | 56 | $6 | 12/31/2023 | Versant Capital Management Inc | 42 | $5 | 03/31/2024 | IWP | 42 | $5 | 03/31/2024 | Nemes Rush Group LLC | 51 | $5 | 12/31/2023 | IWP | 51 | $5 | 12/31/2023 | Hexagon Capital Partners LLC | 36 | $4 | 03/31/2024 | IWP | 36 | $4 | 03/31/2024 | Piscataqua Savings Bank | 30 | $3 | 03/31/2024 | IWP | 30 | $3 | 03/31/2024 | BNP Paribas Arbitrage SA | 27 | $3 | 12/31/2023 | IWP | 27 | $3 | 12/31/2023 | MeadowBrook Investment Advisors LLC | 30 | $3 | 12/31/2023 | IWP | 30 | $3 | 12/31/2023 | Balentine LLC | 29 | $3 | 12/31/2023 | IWP | 29 | $3 | 12/31/2023 | Mark Sheptoff Financial Planning LLC | 28 | $3 | 12/31/2023 | IWP | 28 | $3 | 12/31/2023 | CNB Bank | 24 | $3 | 12/31/2023 | IWP | 24 | $3 | 12/31/2023 | HighMark Wealth Management LLC | 25 | $3 | 12/31/2023 | IWP | 25 | $3 | 12/31/2023 | New Millennium Group LLC | 33 | $3 | 12/31/2023 | IWP | 33 | $3 | 12/31/2023 | LifeSteps Financial Inc. | 16 | $2 | 03/31/2024 | IWP | 16 | $2 | 03/31/2024 | Wetzel Investment Advisors Inc. | 20 | $2 | 03/31/2024 | IWP | 20 | $2 | 03/31/2024 | Tower View Investment Management & Research LLC | 18 | $2 | 12/31/2023 | IWP | 18 | $2 | 12/31/2023 | Peachtree Investment Partners LLC | 19 | $2 | 12/31/2023 | IWP | 19 | $2 | 12/31/2023 | Scarborough Advisors LLC | 20 | $2 | 12/31/2023 | IWP | 20 | $2 | 12/31/2023 | Westend Capital Management LLC | 11 | $1 | 03/31/2024 | IWP | 11 | $1 | 03/31/2024 | Morris Financial Concepts Inc. | 8 | $1 | 03/31/2024 | IWP | 8 | $1 | 03/31/2024 | Motco | 6 | $1 | 12/31/2023 | IWP | 6 | $1 | 12/31/2023 | Your Advocates Ltd. LLP | 9 | $1 | 12/31/2023 | IWP | 9 | $1 | 12/31/2023 | Main Street Group LTD | 12 | $1 | 12/31/2023 | IWP | 12 | $1 | 12/31/2023 | Tower Research Capital LLC TRC | 4 | $0 | 12/31/2023 | IWP | 4 | $0 | 12/31/2023 | Financial Gravity Asset Management Inc. | 3 | $0 | 12/31/2023 | IWP | 3 | $0 | 12/31/2023 | Kozak & Associates Inc. | 4 | $0 | 12/31/2023 | IWP | 4 | $0 | 12/31/2023 |
See Summary: Institutional Holders of IWP
See Details: Top 10 Hedge Funds Holding IWP
Also See: IWP Holdings Changes
|
|