Holdings Channel
Quotes delayed 20 minutes

Funds Holding IWS
HolderAmountPosition Size
($ in 1000's)
 As of
TIAA FSB17,047,114$1,615,555 12/31/2019
     IWS17,047,114$1,615,555 12/31/2019
Jones Financial Companies Lllp7,910,975$749,723 12/31/2019
     IWS7,910,975$749,723 12/31/2019
Commerce Bank4,993,952$473,277 12/31/2019
     IWS4,993,952$473,277 12/31/2019
Morgan Stanley4,768,322$451,894 12/31/2019
     IWS4,768,322$451,894 12/31/2019
American Century Companies Inc.4,388,269$415,876 12/31/2019
     IWS4,388,269$415,876 12/31/2019
Wells Fargo & Company MN4,272,571$404,911 12/31/2019
     IWS4,272,571$404,911 12/31/2019
Bank of America Corp DE4,224,355$400,342 12/31/2019
     IWS4,224,355$400,342 12/31/2019
Truist Financial Corp3,808,688$360,949 12/31/2019
     IWS3,808,688$360,949 12/31/2019
FMR LLC3,506,676$332,327 12/31/2019
     IWS3,506,676$332,327 12/31/2019
UBS Group AG2,802,367$265,581 12/31/2019
     IWS2,802,367$265,581 12/31/2019
PNC Financial Services Group Inc.2,401,686$227,608 12/31/2019
     IWS2,401,686$227,608 12/31/2019
Commonwealth Equity Services LLC2,341,850$221,937 12/31/2019
     IWS2,341,850$221,937 12/31/2019
Victory Capital Management Inc.1,924,888$182,422 12/31/2019
     IWS1,924,888$182,422 12/31/2019
Envestnet Asset Management Inc.1,841,734$174,541 12/31/2019
     IWS1,841,734$174,541 12/31/2019
US Bancorp DE1,742,597$165,151 12/31/2019
     IWS1,742,597$165,151 12/31/2019
Betterment LLC1,234,100$116,956 12/31/2019
     IWS1,234,100$116,956 12/31/2019
Stephens Inc. AR1,206,432$114,334 12/31/2019
     IWS1,206,432$114,334 12/31/2019
Ameriprise Financial Inc.911,694$86,369 12/31/2019
     IWS911,694$86,369 12/31/2019
Stephens Group Asset Management LLC896,762$84,986 12/31/2019
     IWS896,762$84,986 12/31/2019
Equitable Holdings Inc.735,510$69,704 12/31/2019
     IWS735,510$69,704 12/31/2019
LPL Financial LLC680,257$64,468 12/31/2019
     IWS680,257$64,468 12/31/2019
Royal Bank of Canada665,207$63,042 12/31/2019
     IWS665,207$63,042 12/31/2019
Sawtooth Solutions LLC588,642$55,785 12/31/2019
     IWS588,642$55,785 12/31/2019
AE Wealth Management LLC566,717$53,708 12/31/2019
     IWS566,717$53,708 12/31/2019
Johnson Financial Group Inc.544,310$51,584 12/31/2019
     IWS544,310$51,584 12/31/2019
Guardian Life Insurance Co. of America517,942$49,085 12/31/2019
     IWS517,942$49,085 12/31/2019
Raymond James Financial Services Advisors Inc.469,608$44,505 12/31/2019
     IWS469,608$44,505 12/31/2019
Zions Bancorporation N.A.439,411$41,643 12/31/2019
     IWS439,411$41,643 12/31/2019
Ladenburg Thalmann Financial Services Inc.416,422$38,238 12/31/2019
     IWS416,422$38,238 12/31/2019
First Citizens Bank & Trust Co.398,236$37,740 12/31/2019
     IWS398,236$37,740 12/31/2019
Synovus Financial Corp362,225$34,320 12/31/2019
     IWS362,225$34,320 12/31/2019
Chicago Partners Investment Group LLC328,821$31,672 12/31/2019
     IWS328,821$31,672 12/31/2019
Windsor Group LTD325,772$30,873 12/31/2019
     IWS325,772$30,873 12/31/2019
Main Management ETF Advisors LLC292,800$27,749 12/31/2019
     IWS292,800$27,749 12/31/2019
Raymond James & Associates280,593$26,592 12/31/2019
     IWS280,593$26,592 12/31/2019
JPMorgan Chase & Co.269,343$25,527 12/31/2019
     IWS269,343$25,527 12/31/2019
Sunbelt Securities Inc.1,047$24,809 12/31/2019
     IWS1,047$24,809 12/31/2019
Keybank National Association OH254,009$24,072 12/31/2019
     IWS254,009$24,072 12/31/2019
Thompson Siegel & Walmsley LLC251,827$23,866 12/31/2019
     IWS251,827$23,866 12/31/2019
AMG National Trust Bank244,371$23,159 12/31/2019
     IWS244,371$23,159 12/31/2019
UMB Bank N A MO243,178$23,046 12/31/2019
     IWS243,178$23,046 12/31/2019
Cedar Mountain Advisors LLC240,678$22,809 12/31/2019
     IWS240,678$22,809 12/31/2019
New South Capital Management Inc.233,499$22,129 12/31/2019
     IWS233,499$22,129 12/31/2019
Public Employees Retirement System of Ohio229,654$21,764 12/31/2019
     IWS229,654$21,764 12/31/2019
Baird Financial Group Inc.228,790$21,682 12/31/2019
     IWS228,790$21,682 12/31/2019
Anchor Capital Advisors LLC217,705$20,632 12/31/2019
     IWS217,705$20,632 12/31/2019
Heritage Wealth Advisors214,025$20,283 12/31/2019
     IWS214,025$20,283 12/31/2019
Wilbanks Smith & Thomas Asset Management LLC194,717$18,453 12/31/2019
     IWS194,717$18,453 12/31/2019
Fifth Third Bancorp182,603$17,305 12/31/2019
     IWS182,603$17,305 12/31/2019
BOKF NA177,335$16,806 12/31/2019
     IWS177,335$16,806 12/31/2019
Bishop & Co Investment Management LLC174,168$16,506 12/31/2019
     IWS174,168$16,506 12/31/2019
Goldman Sachs Group Inc.174,010$16,491 12/31/2019
     IWS174,010$16,491 12/31/2019
CIBC Private Wealth Group LLC171,081$16,213 12/31/2019
     IWS171,081$16,213 12/31/2019
Hsbc Holdings PLC170,547$16,162 12/31/2019
     IWS170,547$16,162 12/31/2019
One Capital Management LLC168,510$15,970 12/31/2019
     IWS168,510$15,970 12/31/2019
Asset Management Group Inc.165,934$15,726 12/31/2019
     IWS165,934$15,726 12/31/2019
Johnson Investment Counsel Inc.165,317$15,667 12/31/2019
     IWS165,317$15,667 12/31/2019
Bridges Investment Management Inc.160,873$15,246 12/31/2019
     IWS160,873$15,246 12/31/2019
Sei Investments Co.158,661$15,041 12/31/2019
     IWS158,661$15,041 12/31/2019
HighTower Advisors LLC158,602$15,031 12/31/2019
     IWS158,602$15,031 12/31/2019
Polaris Greystone Financial Group LLC147,674$14,224 12/31/2019
     IWS147,674$14,224 12/31/2019
First Republic Investment Management Inc.150,043$14,220 12/31/2019
     IWS150,043$14,220 12/31/2019
GenWealth Group Inc.142,949$13,547 12/31/2019
     IWS142,949$13,547 12/31/2019
Stifel Financial Corp140,537$13,315 12/31/2019
     IWS140,537$13,315 12/31/2019
Northwestern Mutual Wealth Management Co.139,311$13,203 12/31/2019
     IWS139,311$13,203 12/31/2019
Covenant Partners LLC137,153$12,998 12/31/2019
     IWS137,153$12,998 12/31/2019
LBJ Family Wealth Advisors Ltd.134,364$12,641 12/31/2019
     IWS134,364$12,641 12/31/2019
Main Management LLC132,937$12,598 12/31/2019
     IWS132,937$12,598 12/31/2019
NorthRock Partners LLC130,273$12,346 12/31/2019
     IWS130,273$12,346 12/31/2019
Colony Group LLC123,236$11,679 12/31/2019
     IWS123,236$11,679 12/31/2019
Hapanowicz & Associates Financial Services Inc122,805$11,631 12/31/2019
     IWS122,805$11,631 12/31/2019
Lpwm LLC122,506$11,610 12/31/2019
     IWS122,506$11,610 12/31/2019
Home Federal Bank of Tennessee121,304$11,496 12/31/2019
     IWS121,304$11,496 12/31/2019
JMG Financial Group Ltd.114,583$10,859 12/31/2019
     IWS114,583$10,859 12/31/2019
Mariner LLC110,846$10,505 12/31/2019
     IWS110,846$10,505 12/31/2019
Connecticut Wealth Management LLC101,396$9,609 12/31/2019
     IWS101,396$9,609 12/31/2019
Private Advisor Group LLC100,775$9,550 12/31/2019
     IWS100,775$9,550 12/31/2019
FTB Advisors Inc.98,442$9,329 12/31/2019
     IWS98,442$9,329 12/31/2019
Steward Partners Investment Advisory LLC98,222$9,308 12/31/2019
     IWS98,222$9,308 12/31/2019
Northern Trust Corp96,756$9,170 12/31/2019
     IWS96,756$9,170 12/31/2019
Mycio Wealth Partners LLC91,587$8,680 12/31/2019
     IWS91,587$8,680 12/31/2019
Cambridge Investment Research Advisors Inc.89,271$8,460 12/31/2019
     IWS89,271$8,460 12/31/2019
BlackRock Inc.89,039$8,438 12/31/2019
     IWS89,039$8,438 12/31/2019
Natixis Advisors L.P.87,651$8,307 12/31/2019
     IWS87,651$8,307 12/31/2019
Warren Averett Asset Management LLC84,852$8,118 12/31/2019
     IWS84,852$8,118 12/31/2019
Filbrandt Wealth Management LLC80,994$7,675 12/31/2019
     IWS80,994$7,675 12/31/2019
TCG Advisors LP80,851$7,662 12/31/2019
     IWS80,851$7,662 12/31/2019
Advisor Group Inc.75,096$7,119 12/31/2019
     IWS75,096$7,119 12/31/2019
Accredited Investors Inc.73,859$7,000 12/31/2019
     IWS73,859$7,000 12/31/2019
EP Wealth Advisors LLC72,426$6,864 12/31/2019
     IWS72,426$6,864 12/31/2019
MML Investors Services LLC72,414$6,863 12/31/2019
     IWS72,414$6,863 12/31/2019
Cetera Advisor Networks LLC72,594$6,854 12/31/2019
     IWS72,594$6,854 12/31/2019
Ironsides Asset Advisors LLC71,980$6,822 12/31/2019
     IWS71,980$6,822 12/31/2019
Blair William & Co. IL69,479$6,585 12/31/2019
     IWS69,479$6,585 12/31/2019
KMG Fiduciary Partners LLC67,464$6,394 12/31/2019
     IWS67,464$6,394 12/31/2019
Forte Capital LLC ADV67,265$6,375 12/31/2019
     IWS67,265$6,375 12/31/2019
Bank of New York Mellon Corp62,070$5,882 12/31/2019
     IWS62,070$5,882 12/31/2019
AdvicePeriod LLC61,350$5,814 12/31/2019
     IWS61,350$5,814 12/31/2019
Wealth CMT60,057$5,692 12/31/2019
     IWS60,057$5,692 12/31/2019
Wade G W & Inc.58,509$5,545 12/31/2019
     IWS58,509$5,545 12/31/2019
AdvisorNet Financial Inc57,695$5,468 12/31/2019
     IWS57,695$5,468 12/31/2019
XML Financial LLC57,386$5,438 12/31/2019
     IWS57,386$5,438 12/31/2019
Lazard Asset Management LLC56,730$5,376 12/31/2019
     IWS56,730$5,376 12/31/2019
Captrust Financial Advisors56,584$5,351 12/31/2019
     IWS56,584$5,351 12/31/2019
Brinker Capital Inc.56,296$5,335 12/31/2019
     IWS56,296$5,335 12/31/2019
Orion Portfolio Solutions LLC55,901$5,298 12/31/2019
     IWS55,901$5,298 12/31/2019
Glenmede Trust Co. NA54,980$5,209 12/31/2019
     IWS54,980$5,209 12/31/2019
Chicago Wealth Management Inc.54,706$5,184 12/31/2019
     IWS54,706$5,184 12/31/2019
HBK Sorce Advisory LLC54,580$5,173 12/31/2019
     IWS54,580$5,173 12/31/2019
MUFG Americas Holdings Corp54,135$5,130 12/31/2019
     IWS54,135$5,130 12/31/2019
Pinnacle Financial Partners Inc.53,939$5,112 12/31/2019
     IWS53,939$5,112 12/31/2019
Kennedy Capital Management Inc.53,620$5,082 12/31/2019
     IWS53,620$5,082 12/31/2019
Derby & Company Inc.52,156$4,943 12/31/2019
     IWS52,156$4,943 12/31/2019
Platte River Wealth Advisors LLC49,514$4,601 12/31/2019
     IWS49,514$4,601 12/31/2019
Eaton Vance Management47,950$4,544 12/31/2019
     IWS47,950$4,544 12/31/2019
Occidental Asset Management LLC46,220$4,380 12/31/2019
     IWS46,220$4,380 12/31/2019
Creative Planning45,917$4,352 12/31/2019
     IWS45,917$4,352 12/31/2019
Regions Financial Corp45,905$4,350 12/31/2019
     IWS45,905$4,350 12/31/2019
Comerica Securities Inc.45,859$4,346 12/31/2019
     IWS45,859$4,346 12/31/2019
Citigroup Inc.45,629$4,325 12/31/2019
     IWS45,629$4,325 12/31/2019
Inspirion Wealth Advisors LLC45,457$4,308 12/31/2019
     IWS45,457$4,308 12/31/2019
Rockland Trust Co.45,440$4,307 12/31/2019
     IWS45,440$4,307 12/31/2019
Parsec Financial Management Inc.45,398$4,302 12/31/2019
     IWS45,398$4,302 12/31/2019
FSA Wealth Management LLC45,113$4,275 12/31/2019
     IWS45,113$4,275 12/31/2019
Tower Research Capital LLC TRC 44,800$4,246 12/31/2019
     IWS44,800$4,246 12/31/2019
Peapack Gladstone Financial Corp43,874$4,158 12/31/2019
     IWS43,874$4,158 12/31/2019
Community Bank N.A.43,623$4,134 12/31/2019
     IWS43,623$4,134 12/31/2019
Cetera Advisors LLC42,333$4,010 12/31/2019
     IWS42,333$4,010 12/31/2019
Global Wealth Management Investment Advisory Inc.42,128$3,992 12/31/2019
     IWS42,128$3,992 12/31/2019
Corundum Group Inc.39,041$3,700 12/31/2019
     IWS39,041$3,700 12/31/2019
Capital Wealth Alliance LLC38,899$3,615 12/31/2019
     IWS38,899$3,615 12/31/2019
Janney Montgomery Scott LLC35,926$3,405 12/31/2019
     IWS35,926$3,405 12/31/2019
Cornerstone Advisory LLC34,825$3,300 12/31/2019
     IWS34,825$3,300 12/31/2019
Investment Partners LTD.34,639$3,283 12/31/2019
     IWS34,639$3,283 12/31/2019
Reinhart Partners Inc.34,312$3,251 12/31/2019
     IWS34,312$3,251 12/31/2019
United Capital Financial Advisers LLC33,316$3,157 12/31/2019
     IWS33,316$3,157 12/31/2019
LeJeune Puetz Investment Counsel LLC33,072$3,134 12/31/2019
     IWS33,072$3,134 12/31/2019
First Midwest Bank Trust Division32,904$3,118 12/31/2019
     IWS32,904$3,118 12/31/2019
Thrivent Financial for Lutherans29,620$2,807 12/31/2019
     IWS29,620$2,807 12/31/2019
Simon Quick Advisors LLC29,331$2,780 12/31/2019
     IWS29,331$2,780 12/31/2019
Prudential Financial Inc.29,251$2,772 12/31/2019
     IWS29,251$2,772 12/31/2019
First National Trust Co28,966$2,745 12/31/2019
     IWS28,966$2,745 12/31/2019
Sage Financial Group Inc.28,742$2,724 12/31/2019
     IWS28,742$2,724 12/31/2019
Rinet Co LLC28,383$2,690 12/31/2019
     IWS28,383$2,690 12/31/2019
Northeast Financial Consultants Inc28,058$2,659 12/31/2019
     IWS28,058$2,659 12/31/2019
Pure Financial Advisors Inc.27,855$2,640 12/31/2019
     IWS27,855$2,640 12/31/2019
Kovitz Investment Group Partners LLC27,624$2,618 12/31/2019
     IWS27,624$2,618 12/31/2019
Ferguson Shapiro LLC27,225$2,580 12/31/2019
     IWS27,225$2,580 12/31/2019
Cerity Partners LLC25,820$2,447 12/31/2019
     IWS25,820$2,447 12/31/2019
City Holding Co.25,814$2,446 12/31/2019
     IWS25,814$2,446 12/31/2019
Goelzer Investment Management Inc.25,657$2,432 12/31/2019
     IWS25,657$2,432 12/31/2019
Johanson Financial Advisors Inc.230,415$2,431 12/31/2019
     IWS230,415$2,431 12/31/2019
SkyOak Wealt LLC25,255$2,393 12/31/2019
     IWS25,255$2,393 12/31/2019
Calamos Advisors LLC25,000$2,369 12/31/2019
     IWS25,000$2,369 12/31/2019
Sailer Financial LLC24,450$2,317 12/31/2019
     IWS24,450$2,317 12/31/2019
Jane Street Group LLC24,370$2,310 12/31/2019
     IWS24,370$2,310 12/31/2019
Amarillo National Bank23,656$2,242 12/31/2019
     IWS23,656$2,242 12/31/2019
Whittier Trust Co. of Nevada Inc.23,542$2,231 12/31/2019
     IWS23,542$2,231 12/31/2019
People s United Financial Inc.23,523$2,229 12/31/2019
     IWS23,523$2,229 12/31/2019
Atlas Brown Inc.23,336$2,212 12/31/2019
     IWS23,336$2,212 12/31/2019
Insight 2811 Inc.23,082$2,187 12/31/2019
     IWS23,082$2,187 12/31/2019
Baltimore Washington Financial Advisors Inc.22,766$2,157 12/31/2019
     IWS22,766$2,157 12/31/2019
Whittier Trust Co.22,675$2,149 12/31/2019
     IWS22,675$2,149 12/31/2019
Taylor Cottrill Erickson & Associates Inc.22,372$2,120 12/31/2019
     IWS22,372$2,120 12/31/2019
Financial Advisory Service Inc.21,756$2,062 12/31/2019
     IWS21,756$2,062 12/31/2019
Powell Investment Advisors LLC20,816$1,973 12/31/2019
     IWS20,816$1,973 12/31/2019
Frontier Wealth Management LLC20,759$1,967 12/31/2019
     IWS20,759$1,967 12/31/2019
Glenview Trust Co20,351$1,928 12/31/2019
     IWS20,351$1,928 12/31/2019
Rockefeller Capital Management L.P.20,279$1,922 12/31/2019
     IWS20,279$1,922 12/31/2019
B. Riley Wealth Management Inc.20,243$1,918 12/31/2019
     IWS20,243$1,918 12/31/2019
Telos Capital Management Inc.19,969$1,892 12/31/2019
     IWS19,969$1,892 12/31/2019
MAI Capital Management19,870$1,883 12/31/2019
     IWS19,870$1,883 12/31/2019
Stratos Wealth Partners LTD.19,344$1,833 12/31/2019
     IWS19,344$1,833 12/31/2019
Atticus Wealth Management LLC19,141$1,814 12/31/2019
     IWS19,141$1,814 12/31/2019
CENTRAL TRUST Co19,127$1,813 12/31/2019
     IWS19,127$1,813 12/31/2019
Eukles Asset Management18,869$1,788 12/31/2019
     IWS18,869$1,788 12/31/2019
Brighton Jones LLC18,677$1,770 12/31/2019
     IWS18,677$1,770 12/31/2019
BRYN MAWR TRUST Co18,568$1,759 12/31/2019
     IWS18,568$1,759 12/31/2019
FCG Advisors LLC18,310$1,735 12/31/2019
     IWS18,310$1,735 12/31/2019
Sowa Financial Group Inc.18,008$1,707 12/31/2019
     IWS18,008$1,707 12/31/2019
Sigma Planning Corp17,970$1,703 12/31/2019
     IWS17,970$1,703 12/31/2019
Ausdal Financial Partners Inc.18,067$1,702 12/31/2019
     IWS18,067$1,702 12/31/2019
NEXT Financial Group Inc17,879$1,694 12/31/2019
     IWS17,879$1,694 12/31/2019
D.A. Davidson & CO.17,820$1,689 12/31/2019
     IWS17,820$1,689 12/31/2019
Comerica Bank17,680$1,670 12/31/2019
     IWS17,680$1,670 12/31/2019
Private Capital Group LLC17,380$1,647 12/31/2019
     IWS17,380$1,647 12/31/2019
Eqis Capital Management Inc.16,482$1,562 12/31/2019
     IWS16,482$1,562 12/31/2019
Earnest Partners LLC16,392$1,553 12/31/2019
     IWS16,392$1,553 12/31/2019
Meeder Asset Management Inc.16,353$1,550 12/31/2019
     IWS16,353$1,550 12/31/2019
Wesbanco Bank Inc.16,211$1,536 12/31/2019
     IWS16,211$1,536 12/31/2019
American International Group Inc.16,200$1,535 12/31/2019
     IWS16,200$1,535 12/31/2019
Shine Investment Advisory Services Inc.15,996$1,516 12/31/2019
     IWS15,996$1,516 12/31/2019
Menard Financial Group LLC15,748$1,492 12/31/2019
     IWS15,748$1,492 12/31/2019
Smith Capital Management Inc. AR ADV15,463$1,465 12/31/2019
     IWS15,463$1,465 12/31/2019
Squar Milner Financial Services LLC15,428$1,462 12/31/2019
     IWS15,428$1,462 12/31/2019
CAMG Solamere Management LLC15,415$1,460 12/31/2019
     IWS15,415$1,460 12/31/2019
Sonata Capital Group Inc.14,731$1,396 12/31/2019
     IWS14,731$1,396 12/31/2019
Oppenheimer & Co. Inc.14,689$1,392 12/31/2019
     IWS14,689$1,392 12/31/2019
Brown Advisory Inc.14,211$1,346 12/31/2019
     IWS14,211$1,346 12/31/2019
Boston Private Wealth LLC14,179$1,344 12/31/2019
     IWS14,179$1,344 12/31/2019
Arden Trust Co14,159$1,342 12/31/2019
     IWS14,159$1,342 12/31/2019
GYL Financial Synergies LLC14,124$1,339 12/31/2019
     IWS14,124$1,339 12/31/2019
Independent Advisor Alliance13,612$1,290 12/31/2019
     IWS13,612$1,290 12/31/2019
Veritable L.P.13,593$1,288 12/31/2019
     IWS13,593$1,288 12/31/2019
Thomasville National Bank14,200$1,274 03/31/2020
     IWS14,200$1,274 03/31/2020
Pacific Sun Financial Corp13,204$1,251 12/31/2019
     IWS13,204$1,251 12/31/2019
Oppenheimer Asset Management Inc.13,099$1,242 12/31/2019
     IWS13,099$1,242 12/31/2019
Badgley Phelps & Bell Inc.13,078$1,239 12/31/2019
     IWS13,078$1,239 12/31/2019
Harbor Investment Advisory LLC12,922$1,225 12/31/2019
     IWS12,922$1,225 12/31/2019
Nuance Investments LLC12,788$1,212 12/31/2019
     IWS12,788$1,212 12/31/2019
Cabana LLC12,759$1,209 12/31/2019
     IWS12,759$1,209 12/31/2019
Telemus Capital LLC12,742$1,208 12/31/2019
     IWS12,742$1,208 12/31/2019
Paracle Advisors LLC12,572$1,191 12/31/2019
     IWS12,572$1,191 12/31/2019
SOL Capital Management CO12,521$1,187 12/31/2019
     IWS12,521$1,187 12/31/2019
Starfire Investment Advisers Inc.12,499$1,184 12/31/2019
     IWS12,499$1,184 12/31/2019
Nachman Norwood & Parrott Inc12,066$1,143 12/31/2019
     IWS12,066$1,143 12/31/2019
Avantax Advisory Services Inc.12,050$1,140 12/31/2019
     IWS12,050$1,140 12/31/2019
Viridian Ria LLC11,752$1,114 12/31/2019
     IWS11,752$1,114 12/31/2019
BBVA USA Bancshares Inc.11,695$1,108 12/31/2019
     IWS11,695$1,108 12/31/2019
Newport Wealth Strategies Inc.11,621$1,093 12/31/2019
     IWS11,621$1,093 12/31/2019
Parametric Portfolio Associates LLC11,509$1,091 12/31/2019
     IWS11,509$1,091 12/31/2019
Foundations Investment Advisors LLC11,318$1,067 12/31/2019
     IWS11,318$1,067 12/31/2019
Sequoia Financial Advisors LLC11,212$1,063 12/31/2019
     IWS11,212$1,063 12/31/2019
Brookstone Capital Management11,194$1,061 12/31/2019
     IWS11,194$1,061 12/31/2019
IHT Wealth Management LLC10,988$1,041 12/31/2019
     IWS10,988$1,041 12/31/2019
BHK Investment Advisors LLC10,962$1,039 12/31/2019
     IWS10,962$1,039 12/31/2019
Twin Focus Capital Partners LLC10,943$1,037 12/31/2019
     IWS10,943$1,037 12/31/2019
Citadel Advisors LLC10,799$1,023 12/31/2019
     IWS10,799$1,023 12/31/2019
Wedgewood Investors Inc. PA10,592$1,004 12/31/2019
     IWS10,592$1,004 12/31/2019
Credit Suisse AG10,444$990 12/31/2019
     IWS10,444$990 12/31/2019
Bigelow Investment Advisors LLC10,427$988 12/31/2019
     IWS10,427$988 12/31/2019
Financial Counselors Inc.10,319$978 12/31/2019
     IWS10,319$978 12/31/2019
SVA Wealth Management LLC9,971$945 12/31/2019
     IWS9,971$945 12/31/2019
MCF Advisors LLC9,920$940 12/31/2019
     IWS9,920$940 12/31/2019
Mathes Company Inc.9,840$933 12/31/2019
     IWS9,840$933 12/31/2019
Advisory Services Network LLC9,727$922 12/31/2019
     IWS9,727$922 12/31/2019
Providence First Trust Co9,430$894 12/31/2019
     IWS9,430$894 12/31/2019
Cadence Bank NA9,416$893 12/31/2019
     IWS9,416$893 12/31/2019
Cahaba Wealth Management Inc.9,429$893 12/31/2019
     IWS9,429$893 12/31/2019
Port Capital LLC9,421$893 12/31/2019
     IWS9,421$893 12/31/2019
Kayne Anderson Rudnick Investment Management LLC9,221$874 12/31/2019
     IWS9,221$874 12/31/2019
Alesco Advisors LLC9,006$853 12/31/2019
     IWS9,006$853 12/31/2019
Linscomb & Williams Inc.8,779$832 12/31/2019
     IWS8,779$832 12/31/2019
Sandy Spring Bank8,543$810 12/31/2019
     IWS8,543$810 12/31/2019
McKinley Carter Wealth Services Inc.8,482$804 12/31/2019
     IWS8,482$804 12/31/2019
Mercer Global Advisors Inc. ADV8,414$797 12/31/2019
     IWS8,414$797 12/31/2019
Nations Financial Group Inc. IA ADV8,337$790 12/31/2019
     IWS8,337$790 12/31/2019
Reynders McVeigh Capital Management LLC8,278$785 12/31/2019
     IWS8,278$785 12/31/2019
Private Management Group Inc.7,775$737 12/31/2019
     IWS7,775$737 12/31/2019
Integrated Wealth Concepts LLC7,622$722 12/31/2019
     IWS7,622$722 12/31/2019
Capital Analysts LLC7,566$717 12/31/2019
     IWS7,566$717 12/31/2019
Legacy Bridge LLC7,530$714 12/31/2019
     IWS7,530$714 12/31/2019
Harbour Capital Advisors LLC7,430$704 12/31/2019
     IWS7,430$704 12/31/2019
Freestone Capital Holdings LLC7,165$679 12/31/2019
     IWS7,165$679 12/31/2019
Fulton Bank N.A.7,124$675 12/31/2019
     IWS7,124$675 12/31/2019
Mosaic Family Wealth LLC7,009$664 12/31/2019
     IWS7,009$664 12/31/2019
Kingsview Wealth Management LLC6,943$658 12/31/2019
     IWS6,943$658 12/31/2019
Ballew Advisors Inc6,946$655 12/31/2019
     IWS6,946$655 12/31/2019
Strategic Wealth Partners Group LLC6,888$653 12/31/2019
     IWS6,888$653 12/31/2019
Highland Capital Management LLC6,861$650 12/31/2019
     IWS6,861$650 12/31/2019
Total Wealth Planning LLC6,849$649 12/31/2019
     IWS6,849$649 12/31/2019
Huntington National Bank6,829$647 12/31/2019
     IWS6,829$647 12/31/2019
Franklin Resources Inc.6,807$645 12/31/2019
     IWS6,807$645 12/31/2019
Private Trust Co. NA6,785$643 12/31/2019
     IWS6,785$643 12/31/2019
Truepoint Inc.6,782$643 12/31/2019
     IWS6,782$643 12/31/2019
Moneta Group Investment Advisors LLC6,774$642 12/31/2019
     IWS6,774$642 12/31/2019
First United Bank Trust6,724$637 12/31/2019
     IWS6,724$637 12/31/2019
Mission Wealth Management LP6,629$628 12/31/2019
     IWS6,629$628 12/31/2019
Courier Capital LLC6,648$627 12/31/2019
     IWS6,648$627 12/31/2019
FARMERS & MERCHANTS TRUST Co OF LONG BEACH6,579$623 12/31/2019
     IWS6,579$623 12/31/2019
Busey Wealth Management6,557$621 12/31/2019
     IWS6,557$621 12/31/2019
Homrich & Berg6,530$619 12/31/2019
     IWS6,530$619 12/31/2019
BTC Capital Management Inc.6,444$610 12/31/2019
     IWS6,444$610 12/31/2019
SeaCrest Wealth Management LLC6,438$610 12/31/2019
     IWS6,438$610 12/31/2019
Autus Asset Management LLC6,400$607 12/31/2019
     IWS6,400$607 12/31/2019
Zhang Financial LLC6,404$607 12/31/2019
     IWS6,404$607 12/31/2019
Schmidt P J Investment Management Inc.6,302$597 12/31/2019
     IWS6,302$597 12/31/2019
Silvercrest Asset Management Group LLC6,272$594 12/31/2019
     IWS6,272$594 12/31/2019
Cetera Investment Advisers6,218$589 12/31/2019
     IWS6,218$589 12/31/2019
Prospera Financial Services Inc6,182$586 12/31/2019
     IWS6,182$586 12/31/2019
Kore Private Wealth LLC6,067$575 12/31/2019
     IWS6,067$575 12/31/2019
Cooper Financial Group6,046$573 12/31/2019
     IWS6,046$573 12/31/2019
TBH Global Asset Management LLC6,029$571 12/31/2019
     IWS6,029$571 12/31/2019
Honkamp Krueger Financial Services Inc.5,857$555 12/31/2019
     IWS5,857$555 12/31/2019
First Allied Advisory Services Inc.5,795$549 12/31/2019
     IWS5,795$549 12/31/2019
Douglass Winthrop Advisors LLC5,700$540 12/31/2019
     IWS5,700$540 12/31/2019
Cubic Asset Management LLC5,634$534 12/31/2019
     IWS5,634$534 12/31/2019
Arkadios Wealth Advisors5,532$534 12/31/2019
     IWS5,532$534 12/31/2019
FineMark National Bank & Trust5,557$527 12/31/2019
     IWS5,557$527 12/31/2019
Mutual Advisors LLC5,564$527 12/31/2019
     IWS5,564$527 12/31/2019
Quadrant Capital Group LLC5,560$520 12/31/2019
     IWS5,560$520 12/31/2019
PFG Advisors5,423$510 12/31/2019
     IWS5,423$510 12/31/2019
Cohen Capital Management Inc.5,367$509 12/31/2019
     IWS5,367$509 12/31/2019
Financial Advocates Investment Management5,359$508 12/31/2019
     IWS5,359$508 12/31/2019
Evercore Wealth Management LLC5,299$502 12/31/2019
     IWS5,299$502 12/31/2019
King Luther Capital Management Corp5,280$500 12/31/2019
     IWS5,280$500 12/31/2019
Prestige Wealth Management Group LLC5,247$497 12/31/2019
     IWS5,247$497 12/31/2019
Raymond James Trust N.A.5,190$492 12/31/2019
     IWS5,190$492 12/31/2019
Cranbrook Wealth Management LLC5,050$479 12/31/2019
     IWS5,050$479 12/31/2019
Family Legacy Inc.5,092$479 12/31/2019
     IWS5,092$479 12/31/2019
IFG Advisory LLC5,061$479 12/31/2019
     IWS5,061$479 12/31/2019
Beacon Pointe Wealth Advisors LLC5,047$477 12/31/2019
     IWS5,047$477 12/31/2019
Corient Capital Partners LLC4,950$469 12/31/2019
     IWS4,950$469 12/31/2019
Neuberger Berman Group LLC4,840$459 12/31/2019
     IWS4,840$459 12/31/2019
ACG Wealth4,832$458 12/31/2019
     IWS4,832$458 12/31/2019
Great Valley Advisor Group Inc.4,832$458 12/31/2019
     IWS4,832$458 12/31/2019
Tranquility Partners LLC4,834$458 12/31/2019
     IWS4,834$458 12/31/2019
Evensky & Katz LLC4,829$457 12/31/2019
     IWS4,829$457 12/31/2019
McNaughton Wealth Management LLC4,830$457 12/31/2019
     IWS4,830$457 12/31/2019
Domani Wealth LLC4,809$456 12/31/2019
     IWS4,809$456 12/31/2019
Edge Capital Group LLC4,815$456 12/31/2019
     IWS4,815$456 12/31/2019
Cordatus Wealth Management LLC4,668$442 12/31/2019
     IWS4,668$442 12/31/2019
Aft Forsyth & Company Inc.4,650$441 12/31/2019
     IWS4,650$441 12/31/2019
MA Private Wealth4,651$441 12/31/2019
     IWS4,651$441 12/31/2019
Lcnb Corp4,594$435 12/31/2019
     IWS4,594$435 12/31/2019
Wealthspire Advisors L.P.4,595$435 12/31/2019
     IWS4,595$435 12/31/2019
ST Germain D J Co. Inc.4,504$427 12/31/2019
     IWS4,504$427 12/31/2019
EFG Asset Management Americas Corp.4,504$427 12/31/2019
     IWS4,504$427 12/31/2019
Manchester Capital Management LLC4,376$415 12/31/2019
     IWS4,376$415 12/31/2019
Allen Investment Management LLC4,356$413 12/31/2019
     IWS4,356$413 12/31/2019
Gryphon Financial Partners LLC4,342$412 12/31/2019
     IWS4,342$412 12/31/2019
Nadler Financial Group Inc.4,325$410 12/31/2019
     IWS4,325$410 12/31/2019
Oxford Financial Group Ltd.4,296$407 12/31/2019
     IWS4,296$407 12/31/2019
Cibc Bank USA4,296$407 12/31/2019
     IWS4,296$407 12/31/2019
Chevy Chase Trust Holdings Inc.4,281$406 12/31/2019
     IWS4,281$406 12/31/2019
L & S Advisors Inc4,267$404 12/31/2019
     IWS4,267$404 12/31/2019
CWM LLC4,218$400 12/31/2019
     IWS4,218$400 12/31/2019
Cypress Wealth Services LLC4,207$399 12/31/2019
     IWS4,207$399 12/31/2019
Firestone Capital Management4,160$394 12/31/2019
     IWS4,160$394 12/31/2019
FDx Advisors Inc.4,134$392 12/31/2019
     IWS4,134$392 12/31/2019
Baker Ellis Asset Management LLC4,107$389 12/31/2019
     IWS4,107$389 12/31/2019
1ST Source Bank4,097$388 12/31/2019
     IWS4,097$388 12/31/2019
Berkshire Asset Management LLC PA4,080$387 12/31/2019
     IWS4,080$387 12/31/2019
Barclays PLC4,060$385 12/31/2019
     IWS4,060$385 12/31/2019
Crestwood Advisors Group LLC3,994$379 12/31/2019
     IWS3,994$379 12/31/2019
Intrust Bank NA3,947$374 12/31/2019
     IWS3,947$374 12/31/2019
Roman Butler Fullerton & Co.3,931$373 12/31/2019
     IWS3,931$373 12/31/2019
Boston Partners3,878$367 12/31/2019
     IWS3,878$367 12/31/2019
CIBC World Markets Inc.3,870$367 12/31/2019
     IWS3,870$367 12/31/2019
IFP Advisors Inc3,914$367 12/31/2019
     IWS3,914$367 12/31/2019
First National Bank of Omaha3,841$364 12/31/2019
     IWS3,841$364 12/31/2019
Hubbell Strickland Wealth Management LLC3,839$364 12/31/2019
     IWS3,839$364 12/31/2019
Voya Financial Advisors Inc.3,839$362 12/31/2019
     IWS3,839$362 12/31/2019
Retirement Income Solutions Inc3,799$360 12/31/2019
     IWS3,799$360 12/31/2019
BKD Wealth Advisors LLC3,786$359 12/31/2019
     IWS3,786$359 12/31/2019
Haverford Trust Co.3,771$357 12/31/2019
     IWS3,771$357 12/31/2019
Cedar Brook Financial Partners LLC3,734$354 12/31/2019
     IWS3,734$354 12/31/2019
Carlton Hofferkamp & Jenks Wealth Management LLC3,718$349 12/31/2019
     IWS3,718$349 12/31/2019
BOK Financial Private Wealth Inc.3,641$345 12/31/2019
     IWS3,641$345 12/31/2019
Icon Wealth Partners LLC3,603$341 12/31/2019
     IWS3,603$341 12/31/2019
V Wealth Advisors LLC3,765$338 12/31/2019
     IWS3,765$338 12/31/2019
Means Investment CO. Inc.3,493$337 12/31/2019
     IWS3,493$337 12/31/2019
Montecito Bank & Trust3,543$336 12/31/2019
     IWS3,543$336 12/31/2019
Naples Global Advisors LLC3,548$336 12/31/2019
     IWS3,548$336 12/31/2019
Carnegie Capital Asset Management LLC3,529$334 12/31/2019
     IWS3,529$334 12/31/2019
Lincoln National Corp3,491$331 12/31/2019
     IWS3,491$331 12/31/2019
Beese Fulmer Investment Management Inc.3,478$330 12/31/2019
     IWS3,478$330 12/31/2019
First Command Bank3,465$329 12/31/2019
     IWS3,465$329 12/31/2019
First Command Financial Services Inc.3,465$329 12/31/2019
     IWS3,465$329 12/31/2019
Davis R M Inc.3,439$326 12/31/2019
     IWS3,439$326 12/31/2019
Dowling & Yahnke LLC3,415$324 12/31/2019
     IWS3,415$324 12/31/2019
DAVENPORT & Co LLC3,406$323 12/31/2019
     IWS3,406$323 12/31/2019
Empirical Financial Services LLC d.b.a. Empirical Wealth Management3,404$323 12/31/2019
     IWS3,404$323 12/31/2019
Capital Wealth Planning LLC3,410$323 12/31/2019
     IWS3,410$323 12/31/2019
Acima Private Wealth LLC3,410$323 12/31/2019
     IWS3,410$323 12/31/2019
Cornerstone Advisors Inc.3,380$320 12/31/2019
     IWS3,380$320 12/31/2019
Washington Trust Bank3,352$318 12/31/2019
     IWS3,352$318 12/31/2019
Ameritas Investment Company LLC3,356$318 12/31/2019
     IWS3,356$318 12/31/2019
Cobblestone Capital Advisors LLC NY3,346$317 12/31/2019
     IWS3,346$317 12/31/2019
Beacon Pointe Advisors LLC3,335$315 12/31/2019
     IWS3,335$315 12/31/2019
J.W. Cole Advisors Inc.3,287$312 12/31/2019
     IWS3,287$312 12/31/2019
Sigma Investment Counselors Inc.3,233$306 12/31/2019
     IWS3,233$306 12/31/2019
Riverview Trust Co3,229$306 12/31/2019
     IWS3,229$306 12/31/2019
Smith & Howard Wealth Management LLC3,222$305 12/31/2019
     IWS3,222$305 12/31/2019
MV Capital Management Inc.3,217$305 12/31/2019
     IWS3,217$305 12/31/2019
Wrapmanager Inc.3,193$303 12/31/2019
     IWS3,193$303 12/31/2019
Valmark Advisers Inc.3,201$303 12/31/2019
     IWS3,201$303 12/31/2019
Marshall Financial Group Inc. ADV3,168$300 12/31/2019
     IWS3,168$300 12/31/2019
Integer Wealth Advisors Group LLC3,174$300 12/31/2019
     IWS3,174$300 12/31/2019
United Bank3,153$299 12/31/2019
     IWS3,153$299 12/31/2019
TCF National Bank3,150$299 12/31/2019
     IWS3,150$299 12/31/2019
Pacific Financial Group Inc.3,141$298 12/31/2019
     IWS3,141$298 12/31/2019
Appleton Partners Inc. MA3,120$296 12/31/2019
     IWS3,120$296 12/31/2019
Perigon Wealth Management LLC3,137$296 12/31/2019
     IWS3,137$296 12/31/2019
9258 Wealth Management LLC3,104$294 12/31/2019
     IWS3,104$294 12/31/2019
Key Financial Inc3,101$294 12/31/2019
     IWS3,101$294 12/31/2019
Carroll Financial Associates Inc.3,043$288 12/31/2019
     IWS3,043$288 12/31/2019
Pittenger & Anderson Inc.3,000$284 12/31/2019
     IWS3,000$284 12/31/2019
Quest Capital Management Inc. ADV2,985$283 12/31/2019
     IWS2,985$283 12/31/2019
Ieq Capital LLC2,976$282 12/31/2019
     IWS2,976$282 12/31/2019
Hochman Cole Investment Advisors Inc.2,881$273 12/31/2019
     IWS2,881$273 12/31/2019
O Brien Wealth Partners LLC2,888$272 12/31/2019
     IWS2,888$272 12/31/2019
Mid Atlantic Financial Management Inc. ADV2,857$271 12/31/2019
     IWS2,857$271 12/31/2019
Bank of Montreal Can2,857$270 12/31/2019
     IWS2,857$270 12/31/2019
Northwest Wealth Management LLC2,831$268 12/31/2019
     IWS2,831$268 12/31/2019
Dougherty Wealth Advisers LLC2,826$268 12/31/2019
     IWS2,826$268 12/31/2019
Valeo Financial Advisors LLC2,819$267 12/31/2019
     IWS2,819$267 12/31/2019
Global Retirement Partners LLC2,821$267 12/31/2019
     IWS2,821$267 12/31/2019
Stock Yards Bank & Trust Co.2,808$266 12/31/2019
     IWS2,808$266 12/31/2019
Landmark Bank2,782$264 12/31/2019
     IWS2,782$264 12/31/2019
Leisure Capital Management2,720$258 12/31/2019
     IWS2,720$258 12/31/2019
Lido Advisors LLC2,726$258 12/31/2019
     IWS2,726$258 12/31/2019
Northern Oak Wealth Management Inc.2,658$252 12/31/2019
     IWS2,658$252 12/31/2019
Ballentine Partners LLC2,647$251 12/31/2019
     IWS2,647$251 12/31/2019
EisnerAmper Wealth Management Corporate Benefits LLC3,900$250 03/31/2020
     IWS3,900$250 03/31/2020
Colorado Capital Management Inc.2,641$250 12/31/2019
     IWS2,641$250 12/31/2019
Parkside Financial Bank & Trust2,633$249 12/31/2019
     IWS2,633$249 12/31/2019
GWM Advisors LLC2,626$248 12/31/2019
     IWS2,626$248 12/31/2019
Adviser Investments LLC2,602$247 12/31/2019
     IWS2,602$247 12/31/2019
Wsfs Capital Management LLC2,610$247 12/31/2019
     IWS2,610$247 12/31/2019
Northstar Wealth Partners LLC2,608$247 12/31/2019
     IWS2,608$247 12/31/2019
RDA Financial Network2,626$247 12/31/2019
     IWS2,626$247 12/31/2019
AJ Wealth Strategies LLC2,539$241 12/31/2019
     IWS2,539$241 12/31/2019
Woodmont Investment Counsel LLC2,500$237 12/31/2019
     IWS2,500$237 12/31/2019
Koshinski Asset Management Inc.2,507$237 12/31/2019
     IWS2,507$237 12/31/2019
Ballast Inc.2,504$237 12/31/2019
     IWS2,504$237 12/31/2019
Smith Moore & CO.2,492$236 12/31/2019
     IWS2,492$236 12/31/2019
Crescent Grove Advisors LLC2,474$234 12/31/2019
     IWS2,474$234 12/31/2019
MONECO Advisors LLC2,419$233 12/31/2019
     IWS2,419$233 12/31/2019
Essex Savings Bank2,416$229 12/31/2019
     IWS2,416$229 12/31/2019
TFG Advisers LLC2,417$229 12/31/2019
     IWS2,417$229 12/31/2019
Middleton & Co Inc MA2,401$228 12/31/2019
     IWS2,401$228 12/31/2019
Texas Yale Capital Corp.2,408$228 12/31/2019
     IWS2,408$228 12/31/2019
Oakworth Capital Inc.2,422$228 12/31/2019
     IWS2,422$228 12/31/2019
Marotta Asset Management2,436$228 12/31/2019
     IWS2,436$228 12/31/2019
KCM Investment Advisors LLC2,380$226 12/31/2019
     IWS2,380$226 12/31/2019
Burt Wealth Advisors2,377$225 12/31/2019
     IWS2,377$225 12/31/2019
Wealthcare Advisory Partners LLC2,373$225 12/31/2019
     IWS2,373$225 12/31/2019
Level Four Advisory Services LLC2,372$225 12/31/2019
     IWS2,372$225 12/31/2019
Oarsman Capital Inc.2,334$221 12/31/2019
     IWS2,334$221 12/31/2019
Tsfg LLC2,330$221 12/31/2019
     IWS2,330$221 12/31/2019
Lloyd Advisory Services LLC.2,334$221 12/31/2019
     IWS2,334$221 12/31/2019
Flagship Harbor Advisors LLC2,320$220 12/31/2019
     IWS2,320$220 12/31/2019
Stephenson National Bank & Trust2,305$218 12/31/2019
     IWS2,305$218 12/31/2019
Ancora Advisors LLC2,297$218 12/31/2019
     IWS2,297$218 12/31/2019
Moors & Cabot Inc.2,290$218 12/31/2019
     IWS2,290$218 12/31/2019
Ford Financial Group Inc.2,284$216 12/31/2019
     IWS2,284$216 12/31/2019
Private Portfolio Partners LLC2,262$214 12/31/2019
     IWS2,262$214 12/31/2019
Texas Capital Bank Wealth Management Services Inc.2,239$212 12/31/2019
     IWS2,239$212 12/31/2019
Dakota Wealth Management2,206$209 12/31/2019
     IWS2,206$209 12/31/2019
Cpwm LLC2,201$209 12/31/2019
     IWS2,201$209 12/31/2019
South State Corp2,194$208 12/31/2019
     IWS2,194$208 12/31/2019
Norris Perne & French LLP MI2,198$208 12/31/2019
     IWS2,198$208 12/31/2019
Signaturefd LLC2,175$206 12/31/2019
     IWS2,175$206 12/31/2019
Aptus Capital Advisors LLC2,174$206 12/31/2019
     IWS2,174$206 12/31/2019
Fulton Breakefield Broenniman LLC2,161$205 12/31/2019
     IWS2,161$205 12/31/2019
Capital Directions Investment Advisors LLC2,125$201 12/31/2019
     IWS2,125$201 12/31/2019
Fiera Capital Corp2,122$201 12/31/2019
     IWS2,122$201 12/31/2019
Parallel Advisors LLC2,015$191 12/31/2019
     IWS2,015$191 12/31/2019
Glassman Wealth Services1,914$181 12/31/2019
     IWS1,914$181 12/31/2019
Townsend Asset Management Corp NC ADV1,816$172 12/31/2019
     IWS1,816$172 12/31/2019
ERTS Wealth Advisors LLC2,187$167 12/31/2019
     IWS2,187$167 12/31/2019
Bedel Financial Consulting Inc.1,726$164 12/31/2019
     IWS1,726$164 12/31/2019
SVB Wealth Advisory Inc.1,697$161 12/31/2019
     IWS1,697$161 12/31/2019
First Mercantile Trust Co.1,676$159 12/31/2019
     IWS1,676$159 12/31/2019
Proequities Inc.1,656$157 12/31/2019
     IWS1,656$157 12/31/2019
HBC Financial Services PLLC1,620$152 12/31/2019
     IWS1,620$152 12/31/2019
GSB Wealth Management LLC1,528$145 12/31/2019
     IWS1,528$145 12/31/2019
Pathstone Family Office LLC1,516$144 12/31/2019
     IWS1,516$144 12/31/2019
Smithfield Trust Co.1,410$134 12/31/2019
     IWS1,410$134 12/31/2019
Westwood Holdings Group Inc.1,373$130 12/31/2019
     IWS1,373$130 12/31/2019
Capital Asset Advisory Services LLC1,343$129 12/31/2019
     IWS1,343$129 12/31/2019
Fortis Advisors LLC1,347$128 12/31/2019
     IWS1,347$128 12/31/2019
Pinnacle Bank1,276$121 12/31/2019
     IWS1,276$121 12/31/2019
Cascade Investment Advisors Inc.1,190$113 12/31/2019
     IWS1,190$113 12/31/2019
Benjamin F. Edwards & Company Inc.1,179$112 12/31/2019
     IWS1,179$112 12/31/2019
Fieldpoint Private Securities LLC1,171$111 12/31/2019
     IWS1,171$111 12/31/2019
Citizens Financial Group Inc RI1,150$109 12/31/2019
     IWS1,150$109 12/31/2019
Belpointe Asset Management LLC1,143$109 12/31/2019
     IWS1,143$109 12/31/2019
Anfield Capital Management LLC1,101$106 12/31/2019
     IWS1,101$106 12/31/2019
Braun Bostich & Associates Inc.1,101$104 12/31/2019
     IWS1,101$104 12/31/2019
Independence Advisors LLC1,065$101 12/31/2019
     IWS1,065$101 12/31/2019
Bessemer Group Inc.1,051$100 12/31/2019
     IWS1,051$100 12/31/2019
Sugarloaf Wealth Management LLC1,044$99 12/31/2019
     IWS1,044$99 12/31/2019
Brown Brothers Harriman & Co.1,020$97 12/31/2019
     IWS1,020$97 12/31/2019
Trust Co1,019$97 12/31/2019
     IWS1,019$97 12/31/2019
Sofos Investments Inc.401$95 12/31/2019
     IWS401$95 12/31/2019
Emerald Investment Partners LLC962$91 12/31/2019
     IWS962$91 12/31/2019
EPG Wealth Management LLC958$91 12/31/2019
     IWS958$91 12/31/2019
West Bancorporation Inc.918$87 12/31/2019
     IWS918$87 12/31/2019
Jacobi Capital Management LLC871$83 12/31/2019
     IWS871$83 12/31/2019
Duncker Streett & Co. Inc.866$82 12/31/2019
     IWS866$82 12/31/2019
Optimum Investment Advisors841$80 12/31/2019
     IWS841$80 12/31/2019
Permanens Capital L.P.849$80 12/31/2019
     IWS849$80 12/31/2019
Barrett Asset Management LLC825$78 12/31/2019
     IWS825$78 12/31/2019
Jackson Grant Investment Advisers Inc.754$71 12/31/2019
     IWS754$71 12/31/2019
Trust Co. of Vermont722$69 12/31/2019
     IWS722$69 12/31/2019
Cullen Frost Bankers Inc.702$67 12/31/2019
     IWS702$67 12/31/2019
FinTrust Capital Advisors LLC708$67 12/31/2019
     IWS708$67 12/31/2019
Enterprise Financial Services Corp696$66 12/31/2019
     IWS696$66 12/31/2019
Farmers & Merchants Trust Co of Chambersburg PA700$66 12/31/2019
     IWS700$66 12/31/2019
Private Ocean LLC683$65 12/31/2019
     IWS683$65 12/31/2019
Wealth Quarterback LLC675$64 12/31/2019
     IWS675$64 12/31/2019
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA663$63 12/31/2019
     IWS663$63 12/31/2019
McIlrath & Eck LLC662$63 12/31/2019
     IWS662$63 12/31/2019
CBIZ Investment Advisory Services LLC641$61 12/31/2019
     IWS641$61 12/31/2019
Brand Asset Management Group Inc.613$58 12/31/2019
     IWS613$58 12/31/2019
Global Trust Asset Management LLC600$57 12/31/2019
     IWS600$57 12/31/2019
Vaughan AND Company Securities Inc.596$56 12/31/2019
     IWS596$56 12/31/2019
Clarkston Capital Partners LLC592$56 12/31/2019
     IWS592$56 12/31/2019
First Manhattan Co.496$47 12/31/2019
     IWS496$47 12/31/2019
Farmers & Merchants Investments Inc.495$47 12/31/2019
     IWS495$47 12/31/2019
Lakeview Capital Partners LLC497$47 12/31/2019
     IWS497$47 12/31/2019
Whitnell & Co.487$46 12/31/2019
     IWS487$46 12/31/2019
SYM FINANCIAL Corp460$44 12/31/2019
     IWS460$44 12/31/2019
Plante Moran Financial Advisors LLC468$44 12/31/2019
     IWS468$44 12/31/2019
Ellevest Inc.462$44 12/31/2019
     IWS462$44 12/31/2019
Capital Bank & Trust Co460$44 12/31/2019
     IWS460$44 12/31/2019
Samalin Investment Counsel LLC437$41 12/31/2019
     IWS437$41 12/31/2019
Sterling Investment Advisors Ltd.434$41 12/31/2019
     IWS434$41 12/31/2019
Truewealth LLC434$41 12/31/2019
     IWS434$41 12/31/2019
RPg Family Wealth Advisory LLC420$40 12/31/2019
     IWS420$40 12/31/2019
Litman Gregory Asset Management LLC416$39 12/31/2019
     IWS416$39 12/31/2019
Norway Savings Bank400$38 12/31/2019
     IWS400$38 12/31/2019
Institutional & Family Asset Management LLC382$36 12/31/2019
     IWS382$36 12/31/2019
Taylor Hoffman Wealth Management375$36 12/31/2019
     IWS375$36 12/31/2019
Personal Wealth Partners370$35 12/31/2019
     IWS370$35 12/31/2019
Deutsche Bank AG350$33 12/31/2019
     IWS350$33 12/31/2019
Lionsbridge Wealth Management LLC355$33 12/31/2019
     IWS355$33 12/31/2019
Procyon Private Wealth Partners LLC353$33 12/31/2019
     IWS353$33 12/31/2019
Financial Architects Inc336$32 12/31/2019
     IWS336$32 12/31/2019
American National Bank325$31 12/31/2019
     IWS325$31 12/31/2019
Assetmark Inc.327$31 12/31/2019
     IWS327$31 12/31/2019
Biltmore Family Office LLC322$31 12/31/2019
     IWS322$31 12/31/2019
Security National Trust Co.317$30 12/31/2019
     IWS317$30 12/31/2019
Covington Capital Management313$30 12/31/2019
     IWS313$30 12/31/2019
Capital Advisors Ltd. LLC303$29 12/31/2019
     IWS303$29 12/31/2019
Ellis Investment Partners LLC309$29 12/31/2019
     IWS309$29 12/31/2019
TI Trust Inc.306$29 12/31/2019
     IWS306$29 12/31/2019
Blue Bell Private Wealth Management LLC300$28 12/31/2019
     IWS300$28 12/31/2019
Baystate Wealth Management LLC297$28 12/31/2019
     IWS297$28 12/31/2019
Lighthouse Financial Advisors Inc.301$28 12/31/2019
     IWS301$28 12/31/2019
Capital Advisory Group Advisory Services LLC300$28 12/31/2019
     IWS300$28 12/31/2019
Salem Investment Counselors Inc.278$26 12/31/2019
     IWS278$26 12/31/2019
Reilly Financial Advisors LLC272$26 12/31/2019
     IWS272$26 12/31/2019
Asset Dedication LLC277$26 12/31/2019
     IWS277$26 12/31/2019
DeDora Capital Inc.274$26 12/31/2019
     IWS274$26 12/31/2019
Lehman & Derafelo Financial Resources LLC271$26 12/31/2019
     IWS271$26 12/31/2019
Center for Financial Planning Inc.275$26 12/31/2019
     IWS275$26 12/31/2019
Bourgeon Capital Management LLC260$25 12/31/2019
     IWS260$25 12/31/2019
Focused Wealth Management Inc261$25 12/31/2019
     IWS261$25 12/31/2019
Laurel Wealth Advisors LLC248$24 12/31/2019
     IWS248$24 12/31/2019
Ropes Wealth Advisors LLC232$22 12/31/2019
     IWS232$22 12/31/2019
AlphaCore Capital LLC237$22 12/31/2019
     IWS237$22 12/31/2019
Pflug Koory LLC236$22 12/31/2019
     IWS236$22 12/31/2019
Sowell Financial Services LLC219$21 12/31/2019
     IWS219$21 12/31/2019
Joseph P. Lucia & Associates LLC221$21 12/31/2019
     IWS221$21 12/31/2019
Stonebridge Financial Planning Group LLC220$21 12/31/2019
     IWS220$21 12/31/2019
Valley National Advisers Inc.215$20 12/31/2019
     IWS215$20 12/31/2019
Ruggie Capital Group200$19 12/31/2019
     IWS200$19 12/31/2019
Bellevue Asset Management LLC200$19 12/31/2019
     IWS200$19 12/31/2019
Hanson & Doremus Investment Management187$18 12/31/2019
     IWS187$18 12/31/2019
Howard Wealth Management LLC191$18 12/31/2019
     IWS191$18 12/31/2019
Allworth Financial LP183$17 12/31/2019
     IWS183$17 12/31/2019
Front Row Advisors LLC179$17 12/31/2019
     IWS179$17 12/31/2019
LWS Wealth Advisors Inc.166$16 12/31/2019
     IWS166$16 12/31/2019
Engrave Wealth Partners LLC160$15 12/31/2019
     IWS160$15 12/31/2019
HM Payson & Co.150$14 12/31/2019
     IWS150$14 12/31/2019
Coastal Capital Group Inc.153$14 12/31/2019
     IWS153$14 12/31/2019
Liberty Wealth Management LLC152$14 12/31/2019
     IWS152$14 12/31/2019
NWK Group Inc.151$14 12/31/2019
     IWS151$14 12/31/2019
Endurance Wealth Management Inc.138$13 12/31/2019
     IWS138$13 12/31/2019
Accurate Investment Solutions Inc.137$13 12/31/2019
     IWS137$13 12/31/2019
Pin Oak Investment Advisors Inc.128$12 12/31/2019
     IWS128$12 12/31/2019
TCI Wealth Advisors Inc.128$12 12/31/2019
     IWS128$12 12/31/2019
Fusion Family Wealth LLC129$12 12/31/2019
     IWS129$12 12/31/2019
Lake Point Wealth Management126$12 12/31/2019
     IWS126$12 12/31/2019
First Financial Corp IN120$11 12/31/2019
     IWS120$11 12/31/2019
CLS Investments LLC112$11 12/31/2019
     IWS112$11 12/31/2019
Patriot Financial Group Insurance Agency LLC113$11 12/31/2019
     IWS113$11 12/31/2019
Investors Research Corp116$11 12/31/2019
     IWS116$11 12/31/2019
Lenox Wealth Management Inc.91$9 12/31/2019
     IWS91$9 12/31/2019
Weaver Consulting Group105$9 12/31/2019
     IWS105$9 12/31/2019
Hartford Financial Management Inc.80$8 12/31/2019
     IWS80$8 12/31/2019
TD Capital Management LLC77$7 12/31/2019
     IWS77$7 12/31/2019
John W. Brooker & Co. CPAs75$7 12/31/2019
     IWS75$7 12/31/2019
Raab & Moskowitz Asset Management LLC68$6 12/31/2019
     IWS68$6 12/31/2019
Gemmer Asset Management LLC57$5 12/31/2019
     IWS57$5 12/31/2019
BDO Wealth Advisors LLC53$5 12/31/2019
     IWS53$5 12/31/2019
Providence Capital Advisors LLC48$5 12/31/2019
     IWS48$5 12/31/2019
Larson Financial Group LLC49$5 12/31/2019
     IWS49$5 12/31/2019
CKW Financial Group46$4 12/31/2019
     IWS46$4 12/31/2019
Sound Income Strategies LLC45$4 12/31/2019
     IWS45$4 12/31/2019
Lindbrook Capital LLC38$4 12/31/2019
     IWS38$4 12/31/2019
Anderson Fisher LLC42$4 12/31/2019
     IWS42$4 12/31/2019
Carolinas Wealth Consulting LLC46$4 12/31/2019
     IWS46$4 12/31/2019
Gradient Investments LLC29$3 12/31/2019
     IWS29$3 12/31/2019
Bay Harbor Wealth Management LLC33$3 12/31/2019
     IWS33$3 12/31/2019
Institute for Wealth Management LLC.21$2 12/31/2019
     IWS21$2 12/31/2019
Cutler Group LP $2 12/31/2019
     Call600$2 12/31/2019
     Put500$0 12/31/2019
Verus Capital Partners LLC20$2 12/31/2019
     IWS20$2 12/31/2019
Riggs Asset Managment Co. Inc.14$1 12/31/2019
     IWS14$1 12/31/2019
HCR Wealth Advisors8$1 12/31/2019
     IWS8$1 12/31/2019
Bell Rock Capital LLC12$1 12/31/2019
     IWS12$1 12/31/2019
O Shaughnessy Asset Management LLC5$0 12/31/2019
     IWS5$0 12/31/2019
Coastal Investment Advisors Inc.3$0 12/31/2019
     IWS3$0 12/31/2019
Silicon Hills Wealth Management LLC1$0 12/31/2019
     IWS1$0 12/31/2019
Susquehanna International Group LLP3,300$-227 12/31/2019
     Put5,700$540 12/31/2019
     Call3,300$313 12/31/2019

See Summary: Institutional Holders of IWS
See Details: Top 10 Hedge Funds Holding IWS
Also See: IWS Holdings Changes

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