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On this page, we present all of the funds holding IWS from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding IWS, with a link to that fund's top holdings. The next columns
indicate the amount of IWS stock held by each of the funds holding IWS, followed by the IWS position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 831 funds holding IWS 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 IWS), click the fund name in the "Holder" column of the funds-holding-IWS table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 TIAA Trust National Association | 12,832,003 | $1,492,234 | 12/31/2023 | | IWS | 12,832,003 | $1,492,234 | 12/31/2023 | | Morgan Stanley | 7,994,525 | $929,683 | 12/31/2023 | | IWS | 7,994,525 | $929,683 | 12/31/2023 | | Jones Financial Companies Lllp | 7,518,850 | $874,367 | 12/31/2023 | | IWS | 7,518,850 | $874,367 | 12/31/2023 | | Bank of America Corp DE | 4,198,535 | $488,248 | 12/31/2023 | | IWS | 4,198,535 | $488,248 | 12/31/2023 | | Wells Fargo & Company MN | 4,133,740 | $480,713 | 12/31/2023 | | IWS | 4,133,740 | $480,713 | 12/31/2023 | | US Bancorp DE | 3,962,401 | $460,803 | 12/31/2023 | | IWS | 3,962,401 | $460,803 | 12/31/2023 | | Envestnet Portfolio Solutions Inc. | 3,127,508 | $363,698 | 12/31/2023 | | IWS | 3,127,508 | $363,698 | 12/31/2023 | | First Citizens Bank & Trust Co. | 2,821,990 | $353,680 | 03/31/2024 | | IWS | 2,821,990 | $353,680 | 03/31/2024 | | Commerce Bank | 2,684,085 | $312,132 | 12/31/2023 | | IWS | 2,684,085 | $312,132 | 12/31/2023 | | Royal Bank of Canada | 2,497,691 | $290,457 | 12/31/2023 | | IWS | 2,497,691 | $290,457 | 12/31/2023 | | Commonwealth Equity Services LLC | 2,369,245 | $275,520 | 12/31/2023 | | IWS | 2,369,245 | $275,520 | 12/31/2023 | | FMR LLC | 2,116,737 | $246,155 | 12/31/2023 | | IWS | 2,116,737 | $246,155 | 12/31/2023 | | Betterment LLC | 2,074,631 | $241,259 | 12/31/2023 | | IWS | 2,074,631 | $241,259 | 12/31/2023 | | UBS Group AG | 1,715,624 | $199,510 | 12/31/2023 | | IWS | 1,715,624 | $199,510 | 12/31/2023 | | The PNC Financial Services Group Inc. | 1,568,517 | $182,403 | 12/31/2023 | | IWS | 1,568,517 | $182,403 | 12/31/2023 | | Victory Capital Management Inc. | 1,421,500 | $165,306 | 12/31/2023 | | IWS | 1,421,500 | $165,306 | 12/31/2023 | | Zions Bancorporation N.A. | 1,275,546 | $148,333 | 12/31/2023 | | IWS | 1,275,546 | $148,333 | 12/31/2023 | | Ameriprise Financial Inc. | 1,202,563 | $141,121 | 12/31/2023 | | IWS | 1,202,563 | $141,121 | 12/31/2023 | | Cassaday & Co Wealth Management LLC | 897,676 | $104,391 | 12/31/2023 | | IWS | 897,676 | $104,391 | 12/31/2023 | | Envestnet Asset Management Inc. | 885,498 | $102,975 | 12/31/2023 | | IWS | 885,498 | $102,975 | 12/31/2023 | | LPL Financial LLC | 872,788 | $101,497 | 12/31/2023 | | IWS | 872,788 | $101,497 | 12/31/2023 | | JPMorgan Chase & Co. | 817,063 | $95,016 | 12/31/2023 | | IWS | 817,063 | $95,016 | 12/31/2023 | | Stephens Group Asset Management LLC | 681,100 | $85,362 | 03/31/2024 | | IWS | 681,100 | $85,362 | 03/31/2024 | | Stephens Inc. AR | 691,227 | $80,383 | 12/31/2023 | | IWS | 691,227 | $80,383 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 566,565 | $71,008 | 03/31/2024 | | IWS | 566,565 | $71,008 | 03/31/2024 | | Truist Financial Corp | 604,526 | $70,300 | 12/31/2023 | | IWS | 604,526 | $70,300 | 12/31/2023 | | AE Wealth Management LLC | 580,146 | $66,804 | 12/31/2023 | | IWS | 580,146 | $66,804 | 12/31/2023 | | Equitable Holdings Inc. | 539,617 | $62,752 | 12/31/2023 | | IWS | 539,617 | $62,752 | 12/31/2023 | | Heritage Wealth Advisors | 467,654 | $54,384 | 12/31/2023 | | IWS | 467,654 | $54,384 | 12/31/2023 | | One Capital Management LLC | 384,174 | $44,676 | 12/31/2023 | | IWS | 384,174 | $44,676 | 12/31/2023 | | AMG National Trust Bank | 366,221 | $42,588 | 12/31/2023 | | IWS | 366,221 | $42,588 | 12/31/2023 | | Anchor Capital Advisors LLC | 323,954 | $37,673 | 12/31/2023 | | IWS | 323,954 | $37,673 | 12/31/2023 | | CI Private Wealth LLC | 321,504 | $37,388 | 12/31/2023 | | IWS | 321,504 | $37,388 | 12/31/2023 | | Sasco Capital Inc. CT | 314,000 | $36,515 | 12/31/2023 | | IWS | 314,000 | $36,515 | 12/31/2023 | | Chicago Partners Investment Group LLC | 303,941 | $36,430 | 03/31/2024 | | IWS | 303,941 | $36,430 | 03/31/2024 | | Northwestern Mutual Wealth Management Co. | 306,430 | $35,636 | 12/31/2023 | | IWS | 306,430 | $35,636 | 12/31/2023 | | Advisor Group Holdings Inc. | 305,379 | $35,519 | 12/31/2023 | | IWS | 305,379 | $35,519 | 12/31/2023 | | Mariner LLC | 287,795 | $33,468 | 12/31/2023 | | IWS | 287,795 | $33,468 | 12/31/2023 | | Wescott Financial Advisory Group LLC | 279,078 | $32,454 | 12/31/2023 | | IWS | 279,078 | $32,454 | 12/31/2023 | | GLOBALT Investments LLC GA | 273,841 | $31,845 | 12/31/2023 | | IWS | 273,841 | $31,845 | 12/31/2023 | | Cedar Mountain Advisors LLC | 246,299 | $30,869 | 03/31/2024 | | IWS | 246,299 | $30,869 | 03/31/2024 | | Thompson Siegel & Walmsley LLC | 211,995 | $24,653 | 12/31/2023 | | IWS | 211,995 | $24,653 | 12/31/2023 | | Captrust Financial Advisors | 210,632 | $24,494 | 12/31/2023 | | IWS | 210,632 | $24,494 | 12/31/2023 | | Lpwm LLC | 196,938 | $24,007 | 03/31/2024 | | IWS | 196,938 | $24,007 | 03/31/2024 | | Honkamp Krueger Financial Services Inc. | 205,711 | $23,922 | 12/31/2023 | | IWS | 205,711 | $23,922 | 12/31/2023 | | Keybank National Association OH | 205,167 | $23,859 | 12/31/2023 | | IWS | 205,167 | $23,859 | 12/31/2023 | | Covenant Partners LLC | 202,943 | $23,600 | 12/31/2023 | | IWS | 202,943 | $23,600 | 12/31/2023 | | M&T Bank Corp | 201,512 | $23,434 | 12/31/2023 | | IWS | 201,512 | $23,434 | 12/31/2023 | | Cetera Advisor Networks LLC | 197,035 | $22,913 | 12/31/2023 | | IWS | 197,035 | $22,913 | 12/31/2023 | | First Citizens Asset Management Inc. | 190,552 | $22,669 | 12/31/2023 | | IWS | 190,552 | $22,669 | 12/31/2023 | | Pegasus Partners Ltd. | 178,961 | $22,429 | 03/31/2024 | | IWS | 178,961 | $22,429 | 03/31/2024 | | Raymond James & Associates | 163,787 | $20,527 | 03/31/2024 | | IWS | 163,787 | $20,527 | 03/31/2024 | | Kestra Advisory Services LLC | 169,879 | $19,755 | 12/31/2023 | | IWS | 169,879 | $19,755 | 12/31/2023 | | Hapanowicz & Associates Financial Services Inc | 165,359 | $19,230 | 12/31/2023 | | IWS | 165,359 | $19,230 | 12/31/2023 | | HighTower Advisors LLC | 161,490 | $18,783 | 12/31/2023 | | IWS | 161,490 | $18,783 | 12/31/2023 | | Asset Management Group Inc. | 155,380 | $18,069 | 12/31/2023 | | IWS | 155,380 | $18,069 | 12/31/2023 | | Advisors Preferred LLC | 153,846 | $17,854 | 12/31/2023 | | IWS | 153,846 | $17,854 | 12/31/2023 | | RTD Financial Advisors Inc. | 141,975 | $17,794 | 03/31/2024 | | IWS | 141,975 | $17,794 | 03/31/2024 | | Rodgers & Associates LTD | 151,603 | $17,630 | 12/31/2023 | | IWS | 151,603 | $17,630 | 12/31/2023 | | Baird Financial Group Inc. | 150,591 | $17,512 | 12/31/2023 | | IWS | 150,591 | $17,512 | 12/31/2023 | | Bishop & Co Investment Management LLC | 139,394 | $17,470 | 03/31/2024 | | IWS | 139,394 | $17,470 | 03/31/2024 | | Badgley Phelps Wealth Managers LLC | 148,976 | $17,324 | 12/31/2023 | | IWS | 148,976 | $17,324 | 12/31/2023 | | Fifth Third Bancorp | 137,733 | $17,262 | 03/31/2024 | | IWS | 137,733 | $17,262 | 03/31/2024 | | CIBC Private Wealth Group LLC | 146,337 | $17,017 | 12/31/2023 | | IWS | 146,337 | $17,017 | 12/31/2023 | | LBJ Family Wealth Advisors Ltd. | 129,322 | $16,208 | 03/31/2024 | | IWS | 129,322 | $16,208 | 03/31/2024 | | Goldman Sachs Group Inc. | 138,568 | $16,114 | 12/31/2023 | | IWS | 138,568 | $16,114 | 12/31/2023 | | Rockefeller Capital Management L.P. | 135,524 | $15,760 | 12/31/2023 | | IWS | 135,524 | $15,760 | 12/31/2023 | | Northern Trust Corp | 128,280 | $14,918 | 12/31/2023 | | IWS | 128,280 | $14,918 | 12/31/2023 | | Stifel Financial Corp | 128,078 | $14,895 | 12/31/2023 | | IWS | 128,078 | $14,895 | 12/31/2023 | | Comerica Bank | 122,065 | $14,195 | 12/31/2023 | | IWS | 122,065 | $14,195 | 12/31/2023 | | Warren Averett Asset Management LLC | 121,260 | $14,101 | 12/31/2023 | | IWS | 121,260 | $14,101 | 12/31/2023 | | Avantax Advisory Services Inc. | 119,297 | $13,873 | 12/31/2023 | | IWS | 119,297 | $13,873 | 12/31/2023 | | UMB Bank N A MO | 118,318 | $13,759 | 12/31/2023 | | IWS | 118,318 | $13,759 | 12/31/2023 | | Wealth Enhancement Advisory Services LLC | 108,375 | $13,583 | 03/31/2024 | | IWS | 108,375 | $13,583 | 03/31/2024 | | Simplicity Wealth LLC | 107,669 | $13,494 | 03/31/2024 | | IWS | 107,669 | $13,494 | 03/31/2024 |  Susquehanna International Group LLP | | $13,485 | 12/31/2023 | | Call | 63,300 | $7,361 | 12/31/2023 | | IWS | 56,056 | $6,519 | 12/31/2023 | | Put | 3,400 | $395 | 12/31/2023 | | Hsbc Holdings PLC | 115,742 | $13,460 | 12/31/2023 | | IWS | 115,742 | $13,460 | 12/31/2023 | | Fifth Third Securities Inc. | 103,679 | $12,994 | 03/31/2024 | | IWS | 103,679 | $12,994 | 03/31/2024 | | Moneta Group Investment Advisors LLC | 111,647 | $12,983 | 12/31/2023 | | IWS | 111,647 | $12,983 | 12/31/2023 | | FSA Wealth Management LLC | 110,050 | $12,798 | 12/31/2023 | | IWS | 110,050 | $12,798 | 12/31/2023 | | TCG Advisory Services LLC | 109,485 | $12,732 | 12/31/2023 | | IWS | 109,485 | $12,732 | 12/31/2023 | | Wade G W & Inc. | 108,204 | $12,583 | 12/31/2023 | | IWS | 108,204 | $12,583 | 12/31/2023 | | Steward Partners Investment Advisory LLC | 107,086 | $12,453 | 12/31/2023 | | IWS | 107,086 | $12,453 | 12/31/2023 | | BOKF NA | 105,309 | $12,246 | 12/31/2023 | | IWS | 105,309 | $12,246 | 12/31/2023 | | Bank of Montreal Can | 104,044 | $12,184 | 12/31/2023 | | IWS | 104,044 | $12,184 | 12/31/2023 | | Boston Private Wealth LLC | 103,014 | $11,979 | 12/31/2023 | | IWS | 103,014 | $11,979 | 12/31/2023 | | Bartlett & Co. LLC | 100,657 | $11,785 | 12/31/2023 | | IWS | 100,657 | $11,785 | 12/31/2023 | | Bartlett & CO. Wealth Management LLC | 100,657 | $11,785 | 12/31/2023 | | IWS | 100,657 | $11,785 | 12/31/2023 | | Creative Planning | 100,646 | $11,704 | 12/31/2023 | | IWS | 100,646 | $11,704 | 12/31/2023 | | Accredited Investors Inc. | 92,124 | $10,713 | 12/31/2023 | | IWS | 92,124 | $10,713 | 12/31/2023 | | XML Financial LLC | 90,343 | $10,506 | 12/31/2023 | | IWS | 90,343 | $10,506 | 12/31/2023 | | Occidental Asset Management LLC | 83,387 | $10,451 | 03/31/2024 | | IWS | 83,387 | $10,451 | 03/31/2024 | | First Horizon Advisors Inc. | 81,376 | $10,199 | 03/31/2024 | | IWS | 81,376 | $10,199 | 03/31/2024 | | Johnson Investment Counsel Inc. | 86,849 | $10,100 | 12/31/2023 | | IWS | 86,849 | $10,100 | 12/31/2023 | | JMG Financial Group Ltd. | 86,594 | $10,070 | 12/31/2023 | | IWS | 86,594 | $10,070 | 12/31/2023 | | BlackRock Inc. | 84,422 | $9,817 | 12/31/2023 | | IWS | 84,422 | $9,817 | 12/31/2023 | | Etfidea LLC | 84,070 | $9,776 | 12/31/2023 | | IWS | 84,070 | $9,776 | 12/31/2023 | | Nuance Investments LLC | 81,832 | $9,522 | 12/31/2023 | | IWS | 81,832 | $9,522 | 12/31/2023 | | Kestra Private Wealth Services LLC | 81,367 | $9,462 | 12/31/2023 | | IWS | 81,367 | $9,462 | 12/31/2023 | | Prudential Financial Inc. | 81,289 | $9,453 | 12/31/2023 | | IWS | 81,289 | $9,453 | 12/31/2023 | | Janney Montgomery Scott LLC | 81,162 | $9,438 | 12/31/2023 | | IWS | 81,162 | $9,438 | 12/31/2023 | | Taddei Ludwig & Associates Inc. | 68,393 | $8,572 | 03/31/2024 | | IWS | 68,393 | $8,572 | 03/31/2024 | | MML Investors Services LLC | 71,829 | $8,353 | 12/31/2023 | | IWS | 71,829 | $8,353 | 12/31/2023 | | MAI Capital Management | 70,809 | $8,234 | 12/31/2023 | | IWS | 70,809 | $8,234 | 12/31/2023 | | Twin Focus Capital Partners LLC | 70,306 | $8,176 | 12/31/2023 | | IWS | 70,306 | $8,176 | 12/31/2023 | | Mercer Global Advisors Inc. ADV | 70,270 | $8,172 | 12/31/2023 | | IWS | 70,270 | $8,172 | 12/31/2023 | | Principal Financial Group Inc. | 68,200 | $7,931 | 12/31/2023 | | IWS | 68,200 | $7,931 | 12/31/2023 | | Savant Capital LLC | 67,630 | $7,865 | 12/31/2023 | | IWS | 67,630 | $7,865 | 12/31/2023 | | Financial Planning & Information Services Inc. | 67,458 | $7,845 | 12/31/2023 | | IWS | 67,458 | $7,845 | 12/31/2023 | | Synovus Financial Corp | 66,455 | $7,731 | 12/31/2023 | | IWS | 66,455 | $7,731 | 12/31/2023 | | Inspirion Wealth Advisors LLC | 60,354 | $7,564 | 03/31/2024 | | IWS | 60,354 | $7,564 | 03/31/2024 | | Forte Capital LLC ADV | 64,149 | $7,460 | 12/31/2023 | | IWS | 64,149 | $7,460 | 12/31/2023 | | Wilbanks Smith & Thomas Asset Management LLC | 62,005 | $7,211 | 12/31/2023 | | IWS | 62,005 | $7,211 | 12/31/2023 | | CWM LLC | 56,328 | $7,060 | 03/31/2024 | | IWS | 56,328 | $7,060 | 03/31/2024 | | Kennedy Capital Management Inc. | 59,472 | $6,916 | 12/31/2023 | | IWS | 59,472 | $6,916 | 12/31/2023 | | Private Advisor Group LLC | 58,271 | $6,776 | 12/31/2023 | | IWS | 58,271 | $6,776 | 12/31/2023 | | Sawtooth Solutions LLC | 58,148 | $6,762 | 12/31/2023 | | IWS | 58,148 | $6,762 | 12/31/2023 | | NewEdge Wealth LLC | 57,900 | $6,733 | 12/31/2023 | | IWS | 57,900 | $6,733 | 12/31/2023 | | McAdam LLC | 53,218 | $6,670 | 03/31/2024 | | IWS | 53,218 | $6,670 | 03/31/2024 | | Focus Financial Network Inc. ADV | 56,076 | $6,521 | 12/31/2023 | | IWS | 56,076 | $6,521 | 12/31/2023 | | Corundum Group Inc. | 51,999 | $6,517 | 03/31/2024 | | IWS | 51,999 | $6,517 | 03/31/2024 | | Conning Inc. | 53,486 | $6,220 | 12/31/2023 | | IWS | 53,486 | $6,220 | 12/31/2023 | | GWM Advisors LLC | 54,003 | $6,202 | 12/31/2023 | | IWS | 54,003 | $6,202 | 12/31/2023 | | Evergreen Capital Management LLC | 52,746 | $6,134 | 12/31/2023 | | IWS | 52,746 | $6,134 | 12/31/2023 | | Processus Wealth & Capital Management LLC | 47,806 | $5,991 | 03/31/2024 | | IWS | 47,806 | $5,991 | 03/31/2024 | | Bleakley Financial Group LLC | 50,953 | $5,925 | 12/31/2023 | | IWS | 50,953 | $5,925 | 12/31/2023 | | Oppenheimer Asset Management Inc. | 50,835 | $5,912 | 12/31/2023 | | IWS | 50,835 | $5,912 | 12/31/2023 | | Pinnacle Financial Partners Inc. | 50,666 | $5,892 | 12/31/2023 | | IWS | 50,666 | $5,892 | 12/31/2023 | | Powell Investment Advisors LLC | 46,786 | $5,864 | 03/31/2024 | | IWS | 46,786 | $5,864 | 03/31/2024 | | Cetera Advisors LLC | 48,656 | $5,658 | 12/31/2023 | | IWS | 48,656 | $5,658 | 12/31/2023 | | German American Bancorp Inc. | 47,039 | $5,470 | 12/31/2023 | | IWS | 47,039 | $5,470 | 12/31/2023 | | Farmers & Merchants Investments Inc. | 43,438 | $5,444 | 03/31/2024 | | IWS | 43,438 | $5,444 | 03/31/2024 | | Citadel Advisors LLC | | $5,434 | 12/31/2023 | | IWS | 47,125 | $5,480 | 12/31/2023 | | Put | 500 | $58 | 12/31/2023 | | Call | 100 | $12 | 12/31/2023 | | Earnest Partners LLC | 46,434 | $5,400 | 12/31/2023 | | IWS | 46,434 | $5,400 | 12/31/2023 | | Charles Schwab Investment Management Inc. | 43,467 | $5,055 | 12/31/2023 | | IWS | 43,467 | $5,055 | 12/31/2023 | | Custom Index Systems LLC | 43,079 | $5,010 | 12/31/2023 | | IWS | 43,079 | $5,010 | 12/31/2023 | | Cambridge Investment Research Advisors Inc. | 39,221 | $4,916 | 03/31/2024 | | IWS | 39,221 | $4,916 | 03/31/2024 | | Glenmede Trust Co. NA | 41,592 | $4,837 | 12/31/2023 | | IWS | 41,592 | $4,837 | 12/31/2023 | | Amarillo National Bank | 37,798 | $4,737 | 03/31/2024 | | IWS | 37,798 | $4,737 | 03/31/2024 | | Cetera Investment Advisers | 39,521 | $4,596 | 12/31/2023 | | IWS | 39,521 | $4,596 | 12/31/2023 | | James J. Burns & Company LLC | 37,074 | $4,570 | 03/31/2024 | | IWS | 37,074 | $4,570 | 03/31/2024 | | Investment Partners LTD. | 36,384 | $4,560 | 03/31/2024 | | IWS | 36,384 | $4,560 | 03/31/2024 | | Community Bank N.A. | 38,660 | $4,496 | 12/31/2023 | | IWS | 38,660 | $4,496 | 12/31/2023 | | Washington Trust Bank | 38,604 | $4,489 | 12/31/2023 | | IWS | 38,604 | $4,489 | 12/31/2023 | | Atria Wealth Solutions Inc. | 37,261 | $4,333 | 12/31/2023 | | IWS | 37,261 | $4,333 | 12/31/2023 | | Lido Advisors LLC | 36,845 | $4,285 | 12/31/2023 | | IWS | 36,845 | $4,285 | 12/31/2023 | | Vance Wealth Inc. | 36,315 | $4,223 | 12/31/2023 | | IWS | 36,315 | $4,223 | 12/31/2023 | | Mather Group LLC. | 35,686 | $4,150 | 03/31/2024 | | IWS | 35,686 | $4,150 | 03/31/2024 | | Falcon Wealth Planning | 32,818 | $4,113 | 03/31/2024 | | IWS | 32,818 | $4,113 | 03/31/2024 | | EP Wealth Advisors LLC | 35,363 | $4,112 | 12/31/2023 | | IWS | 35,363 | $4,112 | 12/31/2023 | | Peapack Gladstone Financial Corp | 34,946 | $4,064 | 12/31/2023 | | IWS | 34,946 | $4,064 | 12/31/2023 | | Great Valley Advisor Group Inc. | 34,422 | $4,003 | 12/31/2023 | | IWS | 34,422 | $4,003 | 12/31/2023 | | Orion Portfolio Solutions LLC | 34,058 | $3,938 | 12/31/2023 | | IWS | 34,058 | $3,938 | 12/31/2023 | | Bank of New York Mellon Corp | 30,826 | $3,863 | 03/31/2024 | | IWS | 30,826 | $3,863 | 03/31/2024 | | EisnerAmper Wealth Management Corporate Benefits LLC | 33,172 | $3,858 | 12/31/2023 | | IWS | 33,172 | $3,858 | 12/31/2023 | | Modera Wealth Management LLC | 32,519 | $3,782 | 12/31/2023 | | IWS | 32,519 | $3,782 | 12/31/2023 | | Kingdom Financial Group LLC. | 32,174 | $3,742 | 12/31/2023 | | IWS | 32,174 | $3,742 | 12/31/2023 | | Prosperity Consulting Group LLC | 32,086 | $3,731 | 12/31/2023 | | IWS | 32,086 | $3,731 | 12/31/2023 | | Regions Financial Corp | 29,710 | $3,724 | 03/31/2024 | | IWS | 29,710 | $3,724 | 03/31/2024 | | Focus Financial Network Inc. | 31,624 | $3,710 | 03/31/2024 | | IWS | 31,624 | $3,710 | 03/31/2024 | | Adviser Investments LLC | 30,884 | $3,591 | 12/31/2023 | | IWS | 30,884 | $3,591 | 12/31/2023 | | Price T Rowe Associates Inc. MD | 30,708 | $3,572 | 12/31/2023 | | IWS | 30,708 | $3,572 | 12/31/2023 | | FMA Wealth Management LLC | 30,487 | $3,544 | 12/31/2023 | | IWS | 30,487 | $3,544 | 12/31/2023 | | HBK Sorce Advisory LLC | 30,270 | $3,520 | 12/31/2023 | | IWS | 30,270 | $3,520 | 12/31/2023 | | Auour Investments LLC | 30,522 | $3,500 | 12/31/2023 | | IWS | 30,522 | $3,500 | 12/31/2023 | | ARK & TLK Investments LLC | 29,758 | $3,461 | 12/31/2023 | | IWS | 29,758 | $3,461 | 12/31/2023 | | Pathstone Holdings LLC | 29,092 | $3,383 | 12/31/2023 | | IWS | 29,092 | $3,383 | 12/31/2023 | | Park Avenue Securities LLC | 26,711 | $3,348 | 03/31/2024 | | IWS | 26,711 | $3,348 | 03/31/2024 | | Mill Creek Capital Advisors LLC | 28,055 | $3,262 | 12/31/2023 | | IWS | 28,055 | $3,262 | 12/31/2023 | | Northeast Financial Consultants Inc | 27,788 | $3,231 | 12/31/2023 | | IWS | 27,788 | $3,231 | 12/31/2023 | | Connecticut Wealth Management LLC | 27,629 | $3,213 | 12/31/2023 | | IWS | 27,629 | $3,213 | 12/31/2023 | | Blair William & Co. IL | 27,375 | $3,183 | 12/31/2023 | | IWS | 27,375 | $3,183 | 12/31/2023 | | Platte River Wealth Advisors LLC | 25,367 | $3,179 | 03/31/2024 | | IWS | 25,367 | $3,179 | 03/31/2024 | | Atria Investments LLC | 27,226 | $3,166 | 12/31/2023 | | IWS | 27,226 | $3,166 | 12/31/2023 | | Tradition Wealth Management LLC | 28,599 | $3,151 | 12/31/2023 | | IWS | 28,599 | $3,151 | 12/31/2023 | | Ascent Group LLC | 26,663 | $3,122 | 12/31/2023 | | IWS | 26,663 | $3,122 | 12/31/2023 | | Sage Financial Group Inc. | 26,333 | $3,062 | 12/31/2023 | | IWS | 26,333 | $3,062 | 12/31/2023 | | Harbor Investment Advisory LLC | 23,914 | $2,997 | 03/31/2024 | | IWS | 23,914 | $2,997 | 03/31/2024 | | Oppenheimer & Co. Inc. | 25,680 | $2,986 | 12/31/2023 | | IWS | 25,680 | $2,986 | 12/31/2023 | | City Holding Co. | 23,631 | $2,962 | 03/31/2024 | | IWS | 23,631 | $2,962 | 03/31/2024 | | Meeder Asset Management Inc. | 25,282 | $2,940 | 12/31/2023 | | IWS | 25,282 | $2,940 | 12/31/2023 | | Condor Capital Management | 25,220 | $2,933 | 12/31/2023 | | IWS | 25,220 | $2,933 | 12/31/2023 | | Noble Family Wealth LLC | 23,369 | $2,929 | 03/31/2024 | | IWS | 23,369 | $2,929 | 03/31/2024 | | Bridges Investment Management Inc. | 23,356 | $2,927 | 03/31/2024 | | IWS | 23,356 | $2,927 | 03/31/2024 | | National Asset Management Inc. | 25,157 | $2,926 | 12/31/2023 | | IWS | 25,157 | $2,926 | 12/31/2023 | | First Merchants Corp | 23,321 | $2,923 | 03/31/2024 | | IWS | 23,321 | $2,923 | 03/31/2024 | | Natixis Advisors L.P. | 22,301 | $2,795 | 03/31/2024 | | IWS | 22,301 | $2,795 | 03/31/2024 | | Global Retirement Partners LLC | 22,167 | $2,778 | 03/31/2024 | | IWS | 22,167 | $2,778 | 03/31/2024 | | First Pacific Financial | 22,105 | $2,770 | 03/31/2024 | | IWS | 22,105 | $2,770 | 03/31/2024 | | Atlas Brown Inc. | 20,709 | $2,595 | 03/31/2024 | | IWS | 20,709 | $2,595 | 03/31/2024 | | Financial Advisory Service Inc. | 22,006 | $2,559 | 12/31/2023 | | IWS | 22,006 | $2,559 | 12/31/2023 | | Brown Advisory Inc. | 20,265 | $2,540 | 03/31/2024 | | IWS | 20,265 | $2,540 | 03/31/2024 | | Eqis Capital Management Inc. | 21,528 | $2,503 | 12/31/2023 | | IWS | 21,528 | $2,503 | 12/31/2023 | | Eukles Asset Management | 21,029 | $2,445 | 12/31/2023 | | IWS | 21,029 | $2,445 | 12/31/2023 | | B.O.S.S. Retirement Advisors LLC | 20,993 | $2,441 | 12/31/2023 | | IWS | 20,993 | $2,441 | 12/31/2023 | | Wittenberg Investment Management Inc. | 20,762 | $2,414 | 12/31/2023 | | IWS | 20,762 | $2,414 | 12/31/2023 | | Citigroup Inc. | 20,475 | $2,381 | 12/31/2023 | | IWS | 20,475 | $2,381 | 12/31/2023 | | Brighton Jones LLC | 20,370 | $2,369 | 12/31/2023 | | IWS | 20,370 | $2,369 | 12/31/2023 | | KMG Fiduciary Partners LLC | 18,729 | $2,347 | 03/31/2024 | | IWS | 18,729 | $2,347 | 03/31/2024 | | Whittier Trust Co. of Nevada Inc. | 19,979 | $2,323 | 12/31/2023 | | IWS | 19,979 | $2,323 | 12/31/2023 | | Wesbanco Bank Inc. | 18,510 | $2,320 | 03/31/2024 | | IWS | 18,510 | $2,320 | 03/31/2024 | | Perfromance Wealth Partners LLC | 19,866 | $2,310 | 12/31/2023 | | IWS | 19,866 | $2,310 | 12/31/2023 | | Taylor Cottrill Erickson & Associates Inc. | 19,817 | $2,305 | 12/31/2023 | | IWS | 19,817 | $2,305 | 12/31/2023 | | STAR Financial Bank | 19,059 | $2,216 | 12/31/2023 | | IWS | 19,059 | $2,216 | 12/31/2023 | | Whittier Trust Co. | 18,917 | $2,200 | 12/31/2023 | | IWS | 18,917 | $2,200 | 12/31/2023 | | Vanguard Group Inc. | 18,893 | $2,197 | 12/31/2023 | | IWS | 18,893 | $2,197 | 12/31/2023 | | Jefferies Financial Group Inc. | 18,751 | $2,180 | 12/31/2023 | | IWS | 18,751 | $2,180 | 12/31/2023 | | Telos Capital Management Inc. | 17,360 | $2,176 | 03/31/2024 | | IWS | 17,360 | $2,176 | 03/31/2024 | | Ashton Thomas Private Wealth LLC | 17,359 | $2,176 | 03/31/2024 | | IWS | 17,359 | $2,176 | 03/31/2024 | | Goelzer Investment Management Inc. | 18,583 | $2,161 | 12/31/2023 | | IWS | 18,583 | $2,161 | 12/31/2023 | | Cresset Asset Management LLC | 18,394 | $2,139 | 12/31/2023 | | IWS | 18,394 | $2,139 | 12/31/2023 | | Annapolis Financial Services LLC | 16,721 | $2,096 | 03/31/2024 | | IWS | 16,721 | $2,096 | 03/31/2024 | | Proequities Inc. | 17,736 | $2,062 | 12/31/2023 | | IWS | 17,736 | $2,062 | 12/31/2023 | | Fidelis Capital Partners LLC | 17,579 | $2,044 | 12/31/2023 | | IWS | 17,579 | $2,044 | 12/31/2023 | | OLD National Bancorp IN | 16,240 | $2,035 | 03/31/2024 | | IWS | 16,240 | $2,035 | 03/31/2024 | | Berkshire Bank | 16,142 | $2,023 | 03/31/2024 | | IWS | 16,142 | $2,023 | 03/31/2024 | | Financial Counselors Inc. | 17,306 | $2,013 | 12/31/2023 | | IWS | 17,306 | $2,013 | 12/31/2023 | | Insight 2811 Inc. | 16,688 | $1,941 | 12/31/2023 | | IWS | 16,688 | $1,941 | 12/31/2023 | | Geneos Wealth Management Inc. | 16,626 | $1,933 | 12/31/2023 | | IWS | 16,626 | $1,933 | 12/31/2023 | | Huntington National Bank | 16,515 | $1,921 | 12/31/2023 | | IWS | 16,515 | $1,921 | 12/31/2023 | | Financial Engines Advisors L.L.C. | 16,382 | $1,905 | 12/31/2023 | | IWS | 16,382 | $1,905 | 12/31/2023 | | Glenview Trust Co | 16,373 | $1,904 | 12/31/2023 | | IWS | 16,373 | $1,904 | 12/31/2023 | | Nations Financial Group Inc. IA ADV | 14,966 | $1,876 | 03/31/2024 | | IWS | 14,966 | $1,876 | 03/31/2024 | | Horst & Graben Wealth Management LLC | 14,937 | $1,872 | 03/31/2024 | | IWS | 14,937 | $1,872 | 03/31/2024 | | Lincoln National Corp | 15,977 | $1,858 | 12/31/2023 | | IWS | 15,977 | $1,858 | 12/31/2023 | | AdvisorNet Financial Inc | 14,514 | $1,819 | 03/31/2024 | | IWS | 14,514 | $1,819 | 03/31/2024 | | First Ascent Asset Management LLC | 15,347 | $1,785 | 12/31/2023 | | IWS | 15,347 | $1,785 | 12/31/2023 | | Home Federal Bank of Tennessee | 14,212 | $1,781 | 03/31/2024 | | IWS | 14,212 | $1,781 | 03/31/2024 | | Alliancebernstein L.P. | 15,244 | $1,773 | 12/31/2023 | | IWS | 15,244 | $1,773 | 12/31/2023 | | Widmann Financial Services Inc. | 14,919 | $1,735 | 12/31/2023 | | IWS | 14,919 | $1,735 | 12/31/2023 | | Global Assets Advisory LLC | 13,808 | $1,731 | 03/31/2024 | | IWS | 13,808 | $1,731 | 03/31/2024 | | Principal Securities Inc. | 14,830 | $1,725 | 12/31/2023 | | IWS | 14,830 | $1,725 | 12/31/2023 | | Quadrant Capital Group LLC | 14,624 | $1,701 | 12/31/2023 | | IWS | 14,624 | $1,701 | 12/31/2023 | | Paradigm Financial Partners LLC | 14,457 | $1,681 | 12/31/2023 | | IWS | 14,457 | $1,681 | 12/31/2023 | | Whitaker Myers Wealth Managers LTD. | 13,250 | $1,661 | 03/31/2024 | | IWS | 13,250 | $1,661 | 03/31/2024 | | Stratos Wealth Partners LTD. | 13,029 | $1,633 | 03/31/2024 | | IWS | 13,029 | $1,633 | 03/31/2024 | | Benjamin F. Edwards & Company Inc. | 13,889 | $1,615 | 12/31/2023 | | IWS | 13,889 | $1,615 | 12/31/2023 | | TFB Advisors LLC | 13,790 | $1,604 | 12/31/2023 | | IWS | 13,790 | $1,604 | 12/31/2023 | | D.A. Davidson & CO. | 13,770 | $1,601 | 12/31/2023 | | IWS | 13,770 | $1,601 | 12/31/2023 | | Wintrust Investments LLC | 13,721 | $1,596 | 12/31/2023 | | IWS | 13,721 | $1,596 | 12/31/2023 | | Cerity Partners LLC | 13,690 | $1,592 | 12/31/2023 | | IWS | 13,690 | $1,592 | 12/31/2023 | | Thrivent Financial for Lutherans | 13,637 | $1,587 | 12/31/2023 | | IWS | 13,637 | $1,587 | 12/31/2023 | | CENTRAL TRUST Co | 12,597 | $1,579 | 03/31/2024 | | IWS | 12,597 | $1,579 | 03/31/2024 | | Five Oceans Advisors | 12,500 | $1,567 | 03/31/2024 | | IWS | 12,500 | $1,567 | 03/31/2024 | | Intrepid Financial Planning Group LLC | 13,233 | $1,539 | 12/31/2023 | | IWS | 13,233 | $1,539 | 12/31/2023 | | Franklin Resources Inc. | 13,029 | $1,515 | 12/31/2023 | | IWS | 13,029 | $1,515 | 12/31/2023 | | RSM US Wealth Management LLC | 13,010 | $1,513 | 12/31/2023 | | IWS | 13,010 | $1,513 | 12/31/2023 | | Allspring Global Investments Holdings LLC | 11,879 | $1,489 | 03/31/2024 | | IWS | 11,879 | $1,489 | 03/31/2024 | | Stock Yards Bank & Trust Co. | 12,794 | $1,488 | 12/31/2023 | | IWS | 12,794 | $1,488 | 12/31/2023 | | Leisure Capital Management | 12,765 | $1,484 | 12/31/2023 | | IWS | 12,765 | $1,484 | 12/31/2023 | | Park Place Capital Corp | 11,679 | $1,464 | 03/31/2024 | | IWS | 11,679 | $1,464 | 03/31/2024 | | Rehmann Capital Advisory Group | 12,566 | $1,461 | 12/31/2023 | | IWS | 12,566 | $1,461 | 12/31/2023 | | Peloton Wealth Strategists | 12,501 | $1,454 | 12/31/2023 | | IWS | 12,501 | $1,454 | 12/31/2023 | | United Capital Financial Advisers LLC | 12,396 | $1,442 | 12/31/2023 | | IWS | 12,396 | $1,442 | 12/31/2023 | | Affinity Capital Advisors LLC | 11,488 | $1,440 | 03/31/2024 | | IWS | 11,488 | $1,440 | 03/31/2024 | | Beacon Pointe Advisors LLC | 12,376 | $1,439 | 12/31/2023 | | IWS | 12,376 | $1,439 | 12/31/2023 | | Financial Guidance Group Inc. | 12,368 | $1,438 | 12/31/2023 | | IWS | 12,368 | $1,438 | 12/31/2023 | | Pure Financial Advisors Inc. | 11,435 | $1,433 | 03/31/2024 | | IWS | 11,435 | $1,433 | 03/31/2024 | | Pacific Sun Financial Corp | 12,284 | $1,429 | 12/31/2023 | | IWS | 12,284 | $1,429 | 12/31/2023 | | Sonata Capital Group Inc. | 12,196 | $1,418 | 12/31/2023 | | IWS | 12,196 | $1,418 | 12/31/2023 | | SJA Financial Advisory LLC | 11,979 | $1,393 | 12/31/2023 | | IWS | 11,979 | $1,393 | 12/31/2023 | | Baker Tilly Financial LLC | 11,863 | $1,380 | 12/31/2023 | | IWS | 11,863 | $1,380 | 12/31/2023 | | Kingsview Wealth Management LLC | 11,807 | $1,373 | 12/31/2023 | | IWS | 11,807 | $1,373 | 12/31/2023 | | Legacy Bridge LLC | 10,781 | $1,351 | 03/31/2024 | | IWS | 10,781 | $1,351 | 03/31/2024 | | Lebenthal Global Advisors LLC | 11,609 | $1,350 | 12/31/2023 | | IWS | 11,609 | $1,350 | 12/31/2023 | | Advisory Services Network LLC | 11,511 | $1,339 | 12/31/2023 | | IWS | 11,511 | $1,339 | 12/31/2023 | | ERTS Wealth Advisors LLC | 10,627 | $1,332 | 03/31/2024 | | IWS | 10,627 | $1,332 | 03/31/2024 | | Courier Capital LLC | 10,623 | $1,331 | 03/31/2024 | | IWS | 10,623 | $1,331 | 03/31/2024 | | Sequoia Financial Advisors LLC | 11,341 | $1,319 | 12/31/2023 | | IWS | 11,341 | $1,319 | 12/31/2023 | | MWA Asset Management | 11,343 | $1,319 | 12/31/2023 | | IWS | 11,343 | $1,319 | 12/31/2023 | | Prospera Financial Services Inc | 11,283 | $1,312 | 12/31/2023 | | IWS | 11,283 | $1,312 | 12/31/2023 | | Callan Family Office LLC | 11,272 | $1,311 | 12/31/2023 | | IWS | 11,272 | $1,311 | 12/31/2023 | | MV Capital Management Inc. | 10,455 | $1,310 | 03/31/2024 | | IWS | 10,455 | $1,310 | 03/31/2024 | | American International Group Inc. | 11,065 | $1,287 | 12/31/2023 | | IWS | 11,065 | $1,287 | 12/31/2023 | | Country Club Bank GFN | 10,216 | $1,280 | 03/31/2024 | | IWS | 10,216 | $1,280 | 03/31/2024 | | Family Wealth Group LLC | 10,975 | $1,276 | 12/31/2023 | | IWS | 10,975 | $1,276 | 12/31/2023 | | Renasant Bank | 10,885 | $1,266 | 12/31/2023 | | IWS | 10,885 | $1,266 | 12/31/2023 | | Meridian Wealth Management LLC | 10,009 | $1,254 | 03/31/2024 | | IWS | 10,009 | $1,254 | 03/31/2024 | | Sontag Advisory LLC | 10,756 | $1,251 | 12/31/2023 | | IWS | 10,756 | $1,251 | 12/31/2023 | | Evensky & Katz LLC | 9,643 | $1,209 | 03/31/2024 | | IWS | 9,643 | $1,209 | 03/31/2024 | | Sowa Financial Group Inc. | 10,397 | $1,209 | 03/31/2024 | | IWS | 10,397 | $1,209 | 03/31/2024 | | Fuller & Thaler Asset Management Inc. | 10,200 | $1,186 | 12/31/2023 | | IWS | 10,200 | $1,186 | 12/31/2023 | | Bedel Financial Consulting Inc. | 10,117 | $1,177 | 12/31/2023 | | IWS | 10,117 | $1,177 | 12/31/2023 | | Thomasville National Bank | 9,223 | $1,156 | 03/31/2024 | | IWS | 9,223 | $1,156 | 03/31/2024 | | Global Wealth Management Investment Advisory Inc. | 9,828 | $1,143 | 12/31/2023 | | IWS | 9,828 | $1,143 | 12/31/2023 | | Miracle Mile Advisors LLC | 8,982 | $1,126 | 03/31/2024 | | IWS | 8,982 | $1,126 | 03/31/2024 | | West Bancorporation Inc. | 9,663 | $1,124 | 12/31/2023 | | IWS | 9,663 | $1,124 | 12/31/2023 | | Bessemer Group Inc. | 9,596 | $1,116 | 12/31/2023 | | IWS | 9,596 | $1,116 | 12/31/2023 | | Viewpoint Capital Management LLC | 8,879 | $1,113 | 03/31/2024 | | IWS | 8,879 | $1,113 | 03/31/2024 | | Raymond James Trust N.A. | 8,832 | $1,107 | 03/31/2024 | | IWS | 8,832 | $1,107 | 03/31/2024 | | BHK Investment Advisors LLC | 9,485 | $1,103 | 12/31/2023 | | IWS | 9,485 | $1,103 | 12/31/2023 | | Green Harvest Asset Management LLC | 9,481 | $1,103 | 12/31/2023 | | IWS | 9,481 | $1,103 | 12/31/2023 | | LGT Financial Advisors LLC | 9,489 | $1,103 | 12/31/2023 | | IWS | 9,489 | $1,103 | 12/31/2023 | | Saxon Interests Inc. | 8,677 | $1,087 | 03/31/2024 | | IWS | 8,677 | $1,087 | 03/31/2024 | | Cypress Capital Group | 9,343 | $1,087 | 12/31/2023 | | IWS | 9,343 | $1,087 | 12/31/2023 | | SOL Capital Management CO | 8,641 | $1,083 | 03/31/2024 | | IWS | 8,641 | $1,083 | 03/31/2024 | | Gladstone Institutional Advisory LLC | 9,251 | $1,076 | 12/31/2023 | | IWS | 9,251 | $1,076 | 12/31/2023 | | Trust Point Inc. | 8,578 | $1,075 | 03/31/2024 | | IWS | 8,578 | $1,075 | 03/31/2024 | | Transcend Wealth Collective LLC | 9,221 | $1,072 | 12/31/2023 | | IWS | 9,221 | $1,072 | 12/31/2023 | | Bradley Foster & Sargent Inc. CT | 9,104 | $1,059 | 12/31/2023 | | IWS | 9,104 | $1,059 | 12/31/2023 | | Hilltop Holdings Inc. | 9,065 | $1,054 | 12/31/2023 | | IWS | 9,065 | $1,054 | 12/31/2023 | | Kovitz Investment Group Partners LLC | 9,037 | $1,051 | 12/31/2023 | | IWS | 9,037 | $1,051 | 12/31/2023 | | FineMark National Bank & Trust | 8,795 | $1,023 | 12/31/2023 | | IWS | 8,795 | $1,023 | 12/31/2023 | | Luts & Greenleigh Group Inc. | 8,764 | $1,019 | 12/31/2023 | | IWS | 8,764 | $1,019 | 12/31/2023 | | Integrated Wealth Concepts LLC | 8,739 | $1,016 | 12/31/2023 | | IWS | 8,739 | $1,016 | 12/31/2023 | | Ausdal Financial Partners Inc. | 7,872 | $987 | 03/31/2024 | | IWS | 7,872 | $987 | 03/31/2024 | | Global Trust Asset Management LLC | 7,876 | $987 | 03/31/2024 | | IWS | 7,876 | $987 | 03/31/2024 | | Wedgewood Investors Inc. PA | 8,400 | $977 | 12/31/2023 | | IWS | 8,400 | $977 | 12/31/2023 | | Signal Advisors Wealth LLC | 7,583 | $950 | 03/31/2024 | | IWS | 7,583 | $950 | 03/31/2024 | | International Assets Investment Management LLC | 7,589 | $944 | 03/31/2024 | | IWS | 7,589 | $944 | 03/31/2024 | | Cornerstone Wealth Management LLC | 7,527 | $943 | 03/31/2024 | | IWS | 7,527 | $943 | 03/31/2024 | | Wealthfront Advisers LLC | 7,528 | $943 | 03/31/2024 | | IWS | 7,528 | $943 | 03/31/2024 | | Capital Analysts LLC | 8,032 | $934 | 12/31/2023 | | IWS | 8,032 | $934 | 12/31/2023 | | MCF Advisors LLC | 7,440 | $932 | 03/31/2024 | | IWS | 7,440 | $932 | 03/31/2024 | | Port Capital LLC | 8,016 | $932 | 12/31/2023 | | IWS | 8,016 | $932 | 12/31/2023 | | Warwick Investment Management Inc. | 8,008 | $931 | 12/31/2023 | | IWS | 8,008 | $931 | 12/31/2023 | | Baltimore Washington Financial Advisors Inc. | 7,892 | $918 | 12/31/2023 | | IWS | 7,892 | $918 | 12/31/2023 | | Kayne Anderson Rudnick Investment Management LLC | 7,882 | $917 | 12/31/2023 | | IWS | 7,882 | $917 | 12/31/2023 | | Strategic Family Wealth Counselors L.L.C. | 7,850 | $913 | 12/31/2023 | | IWS | 7,850 | $913 | 12/31/2023 | | First Foundation Advisors | 7,825 | $910 | 12/31/2023 | | IWS | 7,825 | $910 | 12/31/2023 | | Intergy Private Wealth LLC | 7,199 | $902 | 03/31/2024 | | IWS | 7,199 | $902 | 03/31/2024 | | Retirement Income Solutions Inc | 7,754 | $902 | 12/31/2023 | | IWS | 7,754 | $902 | 12/31/2023 | | BancorpSouth Bank | 7,626 | $887 | 12/31/2023 | | IWS | 7,626 | $887 | 12/31/2023 | | Ameritas Advisory Services LLC | 7,558 | $882 | 12/31/2023 | | IWS | 7,558 | $882 | 12/31/2023 | | Busey Wealth Management | 6,946 | $871 | 03/31/2024 | | IWS | 6,946 | $871 | 03/31/2024 | | Ballew Advisors Inc | 7,112 | $867 | 03/31/2024 | | IWS | 7,112 | $867 | 03/31/2024 | | ADE LLC | 6,909 | $866 | 03/31/2024 | | IWS | 6,909 | $866 | 03/31/2024 | | First National Trust Co | 7,445 | $866 | 12/31/2023 | | IWS | 7,445 | $866 | 12/31/2023 | | Tranquility Partners LLC | 7,435 | $865 | 12/31/2023 | | IWS | 7,435 | $865 | 12/31/2023 | | Allegheny Financial Group LTD | 7,407 | $861 | 12/31/2023 | | IWS | 7,407 | $861 | 12/31/2023 | | NBC Securities Inc. | 6,848 | $858 | 03/31/2024 | | IWS | 6,848 | $858 | 03/31/2024 | | Rebalance LLC | 6,834 | $856 | 03/31/2024 | | IWS | 6,834 | $856 | 03/31/2024 | | King Luther Capital Management Corp | 7,365 | $856 | 12/31/2023 | | IWS | 7,365 | $856 | 12/31/2023 | | Truepoint Inc. | 7,304 | $849 | 12/31/2023 | | IWS | 7,304 | $849 | 12/31/2023 | | Arkadios Wealth Advisors | 7,284 | $847 | 12/31/2023 | | IWS | 7,284 | $847 | 12/31/2023 | | Private Management Group Inc. | 7,248 | $843 | 12/31/2023 | | IWS | 7,248 | $843 | 12/31/2023 | | Sound View Wealth Advisors Group LLC | 7,181 | $835 | 12/31/2023 | | IWS | 7,181 | $835 | 12/31/2023 | | Colonial Trust Co SC | 7,168 | $834 | 12/31/2023 | | IWS | 7,168 | $834 | 12/31/2023 | | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 6,649 | $833 | 03/31/2024 | | IWS | 6,649 | $833 | 03/31/2024 | | Intrust Bank NA | 7,106 | $826 | 12/31/2023 | | IWS | 7,106 | $826 | 12/31/2023 | | Bank of Hawaii | 7,082 | $824 | 12/31/2023 | | IWS | 7,082 | $824 | 12/31/2023 | | Tectonic Advisors LLC | 7,023 | $817 | 12/31/2023 | | IWS | 7,023 | $817 | 12/31/2023 | | Eagle Strategies LLC | 6,502 | $815 | 03/31/2024 | | IWS | 6,502 | $815 | 03/31/2024 | | Brookstone Capital Management | 6,491 | $814 | 03/31/2024 | | IWS | 6,491 | $814 | 03/31/2024 | | National Bank of Canada FI | 6,975 | $810 | 12/31/2023 | | IWS | 6,975 | $810 | 12/31/2023 | | JNB Advisors LLC | 6,933 | $806 | 12/31/2023 | | IWS | 6,933 | $806 | 12/31/2023 | | Bailard Inc. | 6,909 | $803 | 12/31/2023 | | IWS | 6,909 | $803 | 12/31/2023 | | IHT Wealth Management LLC | 6,886 | $801 | 12/31/2023 | | IWS | 6,886 | $801 | 12/31/2023 | | Prosperity Planning Inc. | 6,386 | $800 | 03/31/2024 | | IWS | 6,386 | $800 | 03/31/2024 | | Revolve Wealth Partners LLC | 6,315 | $791 | 03/31/2024 | | IWS | 6,315 | $791 | 03/31/2024 | | Sigma Planning Corp | 6,788 | $789 | 12/31/2023 | | IWS | 6,788 | $789 | 12/31/2023 | | Cozad Asset Management Inc. | 6,756 | $786 | 12/31/2023 | | IWS | 6,756 | $786 | 12/31/2023 | | First Western Trust Bank | 6,750 | $785 | 12/31/2023 | | IWS | 6,750 | $785 | 12/31/2023 | | HB Wealth Management LLC | 6,627 | $771 | 12/31/2023 | | IWS | 6,627 | $771 | 12/31/2023 | | Financial Management Network Inc. | 6,274 | $768 | 03/31/2024 | | IWS | 6,274 | $768 | 03/31/2024 | | Harbour Capital Advisors LLC | 6,175 | $761 | 03/31/2024 | | IWS | 6,175 | $761 | 03/31/2024 | | Townsquare Capital LLC | 6,544 | $761 | 12/31/2023 | | IWS | 6,544 | $761 | 12/31/2023 | | Private Trust Co. NA | 6,046 | $758 | 03/31/2024 | | IWS | 6,046 | $758 | 03/31/2024 | | Stegner Investment Associates Inc. | 6,000 | $752 | 03/31/2024 | | IWS | 6,000 | $752 | 03/31/2024 | | Csenge Advisory Group | 6,457 | $751 | 12/31/2023 | | IWS | 6,457 | $751 | 12/31/2023 | | One Day In July LLC | 5,977 | $749 | 03/31/2024 | | IWS | 5,977 | $749 | 03/31/2024 | | Romano Brothers AND Company | 5,961 | $747 | 03/31/2024 | | IWS | 5,961 | $747 | 03/31/2024 | | Linscomb & Williams Inc. | 6,411 | $746 | 12/31/2023 | | IWS | 6,411 | $746 | 12/31/2023 | | Strategic Wealth Partners Group LLC | 6,410 | $745 | 12/31/2023 | | IWS | 6,410 | $745 | 12/31/2023 | | Mutual Advisors LLC | 6,380 | $742 | 12/31/2023 | | IWS | 6,380 | $742 | 12/31/2023 | | Foundations Investment Advisors LLC | 6,396 | $740 | 12/31/2023 | | IWS | 6,396 | $740 | 12/31/2023 | | Ariel Investments LLC | 6,352 | $739 | 12/31/2023 | | IWS | 6,352 | $739 | 12/31/2023 | | Mycio Wealth Partners LLC | 6,329 | $736 | 12/31/2023 | | IWS | 6,329 | $736 | 12/31/2023 | | My Legacy Advisors LLC | 6,322 | $724 | 12/31/2023 | | IWS | 6,322 | $724 | 12/31/2023 | | Cubic Asset Management LLC | 5,689 | $713 | 03/31/2024 | | IWS | 5,689 | $713 | 03/31/2024 | | Sandy Spring Bank | 6,134 | $713 | 12/31/2023 | | IWS | 6,134 | $713 | 12/31/2023 | | Auxano Advisors LLC | 6,122 | $712 | 12/31/2023 | | IWS | 6,122 | $712 | 12/31/2023 | | Bragg Financial Advisors Inc | 6,111 | $711 | 12/31/2023 | | IWS | 6,111 | $711 | 12/31/2023 | | Mathes Company Inc. | 5,995 | $697 | 12/31/2023 | | IWS | 5,995 | $697 | 12/31/2023 | | Ieq Capital LLC | 5,962 | $693 | 12/31/2023 | | IWS | 5,962 | $693 | 12/31/2023 | | Freestone Capital Holdings LLC | 5,954 | $692 | 12/31/2023 | | IWS | 5,954 | $692 | 12/31/2023 | | Allworth Financial LP | 5,484 | $687 | 03/31/2024 | | IWS | 5,484 | $687 | 03/31/2024 | | Arcadia Wealth Management LLC | 5,896 | $686 | 12/31/2023 | | IWS | 5,896 | $686 | 12/31/2023 | | Spire Wealth Management | 5,455 | $684 | 03/31/2024 | | IWS | 5,455 | $684 | 03/31/2024 | | Cordant Inc. | 5,421 | $679 | 03/31/2024 | | IWS | 5,421 | $679 | 03/31/2024 | | ICA Group Wealth Management LLC | 5,830 | $678 | 12/31/2023 | | IWS | 5,830 | $678 | 12/31/2023 | | Cedrus LLC | 5,385 | $675 | 03/31/2024 | | IWS | 5,385 | $675 | 03/31/2024 | | Perennial Investment Advisors LLC | 5,733 | $667 | 12/31/2023 | | IWS | 5,733 | $667 | 12/31/2023 | | Essex Financial Services Inc. | 5,295 | $664 | 03/31/2024 | | IWS | 5,295 | $664 | 03/31/2024 | | Treynor Bancshares Inc. | 5,695 | $662 | 12/31/2023 | | IWS | 5,695 | $662 | 12/31/2023 | | Crescent Grove Advisors LLC | 5,667 | $659 | 12/31/2023 | | IWS | 5,667 | $659 | 12/31/2023 | | Rockbridge Investment Management LCC | 5,611 | $653 | 12/31/2023 | | IWS | 5,611 | $653 | 12/31/2023 | | Willner & Heller LLC | 5,604 | $652 | 12/31/2023 | | IWS | 5,604 | $652 | 12/31/2023 | | Cary Street Partners Investment Advisory LLC | 5,547 | $645 | 12/31/2023 | | IWS | 5,547 | $645 | 12/31/2023 | | TBH Global Asset Management LLC | 5,447 | $633 | 12/31/2023 | | IWS | 5,447 | $633 | 12/31/2023 | | Greenleaf Trust | 5,328 | $620 | 12/31/2023 | | IWS | 5,328 | $620 | 12/31/2023 | | Rockland Trust Co. | 4,895 | $613 | 03/31/2024 | | IWS | 4,895 | $613 | 03/31/2024 | | Summit Financial LLC | 4,889 | $613 | 03/31/2024 | | IWS | 4,889 | $613 | 03/31/2024 | | Valmark Advisers Inc. | 5,254 | $611 | 12/31/2023 | | IWS | 5,254 | $611 | 12/31/2023 | | Stonegate Investment Group LLC | 4,857 | $609 | 03/31/2024 | | IWS | 4,857 | $609 | 03/31/2024 | | Mosaic Family Wealth Partners LLC | 5,182 | $603 | 12/31/2023 | | IWS | 5,182 | $603 | 12/31/2023 | | Regimen Wealth LLC | 5,172 | $601 | 12/31/2023 | | IWS | 5,172 | $601 | 12/31/2023 | | Total Wealth Planning LLC | 4,768 | $598 | 03/31/2024 | | IWS | 4,768 | $598 | 03/31/2024 | | Phillips Financial Management LLC | 4,758 | $596 | 03/31/2024 | | IWS | 4,758 | $596 | 03/31/2024 | | HRT Financial LP | 5,123 | $595 | 12/31/2023 | | IWS | 5,123 | $595 | 12/31/2023 | | Altus Wealth Group LLC | 5,100 | $593 | 12/31/2023 | | IWS | 5,100 | $593 | 12/31/2023 | | Evoke Wealth LLC | 5,073 | $590 | 12/31/2023 | | IWS | 5,073 | $590 | 12/31/2023 | | Highland Capital Management LLC | 5,064 | $589 | 12/31/2023 | | IWS | 5,064 | $589 | 12/31/2023 | | Lowe Brockenbrough & Co. Inc. | 5,053 | $588 | 12/31/2023 | | IWS | 5,053 | $588 | 12/31/2023 | | Alesco Advisors LLC | 5,040 | $586 | 12/31/2023 | | IWS | 5,040 | $586 | 12/31/2023 | | Johnson Financial Group Inc. | 4,999 | $581 | 12/31/2023 | | IWS | 4,999 | $581 | 12/31/2023 | | Smith & Howard Wealth Management LLC | 4,617 | $579 | 03/31/2024 | | IWS | 4,617 | $579 | 03/31/2024 | | LJI Wealth Management LLC | 4,980 | $579 | 12/31/2023 | | IWS | 4,980 | $579 | 12/31/2023 | | Wealthcare Advisory Partners LLC | 4,597 | $576 | 03/31/2024 | | IWS | 4,597 | $576 | 03/31/2024 | | Davis R M Inc. | 4,907 | $571 | 12/31/2023 | | IWS | 4,907 | $571 | 12/31/2023 | | Colony Group LLC | 4,861 | $565 | 12/31/2023 | | IWS | 4,861 | $565 | 12/31/2023 | | Simmons Bank | 4,859 | $565 | 12/31/2023 | | IWS | 4,859 | $565 | 12/31/2023 | | WASHINGTON TRUST Co | 4,487 | $562 | 03/31/2024 | | IWS | 4,487 | $562 | 03/31/2024 | | Aurum Wealth Management Group LLC | 4,459 | $559 | 03/31/2024 | | IWS | 4,459 | $559 | 03/31/2024 | | Missouri Trust & Investment Co | 4,778 | $556 | 12/31/2023 | | IWS | 4,778 | $556 | 12/31/2023 | | Montag A & Associates Inc. | 4,760 | $554 | 12/31/2023 | | IWS | 4,760 | $554 | 12/31/2023 | | Monetary Management Group Inc. | 4,750 | $552 | 12/31/2023 | | IWS | 4,750 | $552 | 12/31/2023 | | Neuberger Berman Group LLC | 4,733 | $550 | 12/31/2023 | | IWS | 4,733 | $550 | 12/31/2023 | | Red Tortoise LLC | 4,376 | $548 | 03/31/2024 | | IWS | 4,376 | $548 | 03/31/2024 | | Capital Group Private Client Services Inc. | 4,715 | $548 | 12/31/2023 | | IWS | 4,715 | $548 | 12/31/2023 | | Cahaba Wealth Management Inc. | 4,317 | $541 | 03/31/2024 | | IWS | 4,317 | $541 | 03/31/2024 | | Pallas Capital Advisors LLC | 4,305 | $540 | 03/31/2024 | | IWS | 4,305 | $540 | 03/31/2024 | | Halpern Financial Inc. | 4,327 | $536 | 03/31/2024 | | IWS | 4,327 | $536 | 03/31/2024 | | Vantage Financial Partners LLC | 4,603 | $535 | 12/31/2023 | | IWS | 4,603 | $535 | 12/31/2023 | | Stonebridge Financial Planning Group LLC | 4,590 | $534 | 12/31/2023 | | IWS | 4,590 | $534 | 12/31/2023 | | Pinnacle Bank | 4,242 | $532 | 03/31/2024 | | IWS | 4,242 | $532 | 03/31/2024 | | BEAM Asset Management LLC | 4,545 | $528 | 12/31/2023 | | IWS | 4,545 | $528 | 12/31/2023 | | DAVENPORT & Co LLC | 4,531 | $527 | 12/31/2023 | | IWS | 4,531 | $527 | 12/31/2023 | | Bensler LLC | 4,464 | $519 | 12/31/2023 | | IWS | 4,464 | $519 | 12/31/2023 | | Mesirow Financial Investment Management Inc. | 4,129 | $518 | 03/31/2024 | | IWS | 4,129 | $518 | 03/31/2024 | | IFP Advisors Inc | 4,408 | $513 | 12/31/2023 | | IWS | 4,408 | $513 | 12/31/2023 | | Diversified Trust Co | 4,062 | $509 | 03/31/2024 | | IWS | 4,062 | $509 | 03/31/2024 | | Manchester Capital Management LLC | 4,376 | $509 | 12/31/2023 | | IWS | 4,376 | $509 | 12/31/2023 | | Buckingham Strategic Wealth LLC | 4,356 | $507 | 12/31/2023 | | IWS | 4,356 | $507 | 12/31/2023 | | First National Bank of Omaha | 4,329 | $503 | 12/31/2023 | | IWS | 4,329 | $503 | 12/31/2023 | | Cooper Financial Group | 3,995 | $501 | 03/31/2024 | | IWS | 3,995 | $501 | 03/31/2024 | | Evergreen Wealth Solutions LLC | 4,293 | $499 | 12/31/2023 | | IWS | 4,293 | $499 | 12/31/2023 | | Skyline Advisors Inc. | 3,922 | $492 | 03/31/2024 | | IWS | 3,922 | $492 | 03/31/2024 | | PFG Investments LLC | 3,896 | $488 | 03/31/2024 | | IWS | 3,896 | $488 | 03/31/2024 | | Resources Investment Advisors LLC. | 4,194 | $488 | 12/31/2023 | | IWS | 4,194 | $488 | 12/31/2023 | | SageView Advisory Group LLC | 4,207 | $487 | 12/31/2023 | | IWS | 4,207 | $487 | 12/31/2023 | | Carlton Hofferkamp & Jenks Wealth Management LLC | 4,245 | $483 | 12/31/2023 | | IWS | 4,245 | $483 | 12/31/2023 | | Arete Wealth Advisors LLC | 4,142 | $482 | 12/31/2023 | | IWS | 4,142 | $482 | 12/31/2023 | | Woodmont Investment Counsel LLC | 3,805 | $477 | 03/31/2024 | | IWS | 3,805 | $477 | 03/31/2024 | | Capital Investment Advisors LLC | 3,802 | $476 | 03/31/2024 | | IWS | 3,802 | $476 | 03/31/2024 | | McKinley Carter Wealth Services Inc. | 4,074 | $474 | 12/31/2023 | | IWS | 4,074 | $474 | 12/31/2023 | | Gryphon Financial Partners LLC | 4,052 | $471 | 12/31/2023 | | IWS | 4,052 | $471 | 12/31/2023 | | 9258 Wealth Management LLC | 4,021 | $468 | 12/31/2023 | | IWS | 4,021 | $468 | 12/31/2023 | | Douglass Winthrop Advisors LLC | 4,000 | $465 | 12/31/2023 | | IWS | 4,000 | $465 | 12/31/2023 | | Cynosure Management LLC | 3,990 | $464 | 12/31/2023 | | IWS | 3,990 | $464 | 12/31/2023 | | Evanson Asset Management LLC | 3,694 | $463 | 03/31/2024 | | IWS | 3,694 | $463 | 03/31/2024 | | Stratos Wealth Advisors LLC | 3,692 | $463 | 03/31/2024 | | IWS | 3,692 | $463 | 03/31/2024 | | Granite Group Advisors LLC | 3,800 | $463 | 12/31/2023 | | IWS | 3,800 | $463 | 12/31/2023 | | First United Bank Trust | 3,961 | $461 | 12/31/2023 | | IWS | 3,961 | $461 | 12/31/2023 | | Zhang Financial LLC | 3,645 | $457 | 03/31/2024 | | IWS | 3,645 | $457 | 03/31/2024 | | Ballentine Partners LLC | 3,625 | $454 | 03/31/2024 | | IWS | 3,625 | $454 | 03/31/2024 | | N.E.W. Advisory Services LLC | 3,616 | $453 | 03/31/2024 | | IWS | 3,616 | $453 | 03/31/2024 | | KC Investment Advisors LLC | 3,894 | $453 | 12/31/2023 | | IWS | 3,894 | $453 | 12/31/2023 | | Silvercrest Asset Management Group LLC | 3,876 | $451 | 12/31/2023 | | IWS | 3,876 | $451 | 12/31/2023 | | Signature Securities Group Corporation | 3,587 | $450 | 03/31/2024 | | IWS | 3,587 | $450 | 03/31/2024 | | Wiley BROS. Aintree Capital LLC | 3,586 | $449 | 03/31/2024 | | IWS | 3,586 | $449 | 03/31/2024 | | NCM Capital Management LLC | 3,822 | $444 | 12/31/2023 | | IWS | 3,822 | $444 | 12/31/2023 | | 1ST Source Bank | 3,802 | $442 | 12/31/2023 | | IWS | 3,802 | $442 | 12/31/2023 | | Baker Ellis Asset Management LLC | 3,500 | $439 | 03/31/2024 | | IWS | 3,500 | $439 | 03/31/2024 | | Atticus Wealth Management LLC | 3,475 | $436 | 03/31/2024 | | IWS | 3,475 | $436 | 03/31/2024 | | Compass Ion Advisors LLC | 3,426 | $429 | 03/31/2024 | | IWS | 3,426 | $429 | 03/31/2024 | | Financial Alternatives Inc | 3,662 | $426 | 12/31/2023 | | IWS | 3,662 | $426 | 12/31/2023 | | Empower Advisory Group LLC | 3,642 | $424 | 12/31/2023 | | IWS | 3,642 | $424 | 12/31/2023 | | Valeo Financial Advisors LLC | 3,499 | $420 | 03/31/2024 | | IWS | 3,499 | $420 | 03/31/2024 | | Cranbrook Wealth Management LLC | 3,343 | $419 | 03/31/2024 | | IWS | 3,343 | $419 | 03/31/2024 | | Chevy Chase Trust Holdings Inc. | 3,587 | $417 | 12/31/2023 | | IWS | 3,587 | $417 | 12/31/2023 | | Putnam FL Investment Management Co. | 3,581 | $416 | 12/31/2023 | | IWS | 3,581 | $416 | 12/31/2023 | | Parkside Financial Bank & Trust | 3,560 | $414 | 12/31/2023 | | IWS | 3,560 | $414 | 12/31/2023 | | Artemis Wealth Advisors LLC | 3,518 | $409 | 12/31/2023 | | IWS | 3,518 | $409 | 12/31/2023 | | BKD Wealth Advisors LLC | 3,248 | $407 | 03/31/2024 | | IWS | 3,248 | $407 | 03/31/2024 | | Eudaimonia Advisors LLC | 3,245 | $407 | 03/31/2024 | | IWS | 3,245 | $407 | 03/31/2024 | | Guidance Point Advisors LLC | 3,478 | $405 | 12/31/2023 | | IWS | 3,478 | $405 | 12/31/2023 | | Holland Advisory Services Inc. | 3,168 | $397 | 03/31/2024 | | IWS | 3,168 | $397 | 03/31/2024 | | Kanawha Capital Management LLC | 3,390 | $394 | 12/31/2023 | | IWS | 3,390 | $394 | 12/31/2023 | | Private Client Services LLC | 3,389 | $394 | 12/31/2023 | | IWS | 3,389 | $394 | 12/31/2023 | | Trilogy Capital Inc. | 3,139 | $393 | 03/31/2024 | | IWS | 3,139 | $393 | 03/31/2024 | | Cohen Capital Management Inc. | 3,339 | $388 | 12/31/2023 | | IWS | 3,339 | $388 | 12/31/2023 | | Glass Jacobson Investment Advisors llc | 3,339 | $388 | 12/31/2023 | | IWS | 3,339 | $388 | 12/31/2023 | | Coldstream Capital Management Inc. | 3,320 | $386 | 12/31/2023 | | IWS | 3,320 | $386 | 12/31/2023 | | AlTi Global Inc. | 3,261 | $379 | 12/31/2023 | | IWS | 3,261 | $379 | 12/31/2023 | | Perigon Wealth Management LLC | 3,251 | $378 | 12/31/2023 | | IWS | 3,251 | $378 | 12/31/2023 | | Means Investment CO. Inc. | 2,997 | $376 | 03/31/2024 | | IWS | 2,997 | $376 | 03/31/2024 | | First National Bank | 3,000 | $376 | 03/31/2024 | | IWS | 3,000 | $376 | 03/31/2024 | | Marshall Financial Group Inc. ADV | 3,234 | $376 | 12/31/2023 | | IWS | 3,234 | $376 | 12/31/2023 | | Allen Investment Management LLC | 3,231 | $376 | 12/31/2023 | | IWS | 3,231 | $376 | 12/31/2023 | | Apollon Wealth Management LLC | 3,225 | $375 | 12/31/2023 | | IWS | 3,225 | $375 | 12/31/2023 | | Buckingham Strategic Partners | 3,225 | $375 | 12/31/2023 | | IWS | 3,225 | $375 | 12/31/2023 | | NorthRock Partners LLC | 3,215 | $374 | 12/31/2023 | | IWS | 3,215 | $374 | 12/31/2023 | | Icon Wealth Advisors LLC | 3,204 | $373 | 12/31/2023 | | IWS | 3,204 | $373 | 12/31/2023 | | Richardson Capital Management LLC | 2,966 | $372 | 03/31/2024 | | IWS | 2,966 | $372 | 03/31/2024 | | Harbour Investments Inc. | 3,199 | $372 | 12/31/2023 | | IWS | 3,199 | $372 | 12/31/2023 | | MY Purposeful Wealth CORP. | 3,190 | $371 | 12/31/2023 | | IWS | 3,190 | $371 | 12/31/2023 | | David Loasby | 3,236 | $370 | 12/31/2023 | | IWS | 3,236 | $370 | 12/31/2023 | | Apella Capital LLC | 2,934 | $365 | 03/31/2024 | | IWS | 2,934 | $365 | 03/31/2024 | | American Century Companies Inc. | 3,132 | $364 | 12/31/2023 | | IWS | 3,132 | $364 | 12/31/2023 | | Berkshire Asset Management LLC PA | 3,101 | $361 | 12/31/2023 | | IWS | 3,101 | $361 | 12/31/2023 | | Householder Group Estate & Retirement Specialist LLC | 3,110 | $361 | 12/31/2023 | | IWS | 3,110 | $361 | 12/31/2023 | | Merit Financial Group LLC | 3,100 | $360 | 12/31/2023 | | IWS | 3,100 | $360 | 12/31/2023 | | EverSource Wealth Advisors LLC | 3,073 | $357 | 12/31/2023 | | IWS | 3,073 | $357 | 12/31/2023 | | First Financialcorp IN | 2,782 | $349 | 03/31/2024 | | IWS | 2,782 | $349 | 03/31/2024 | | Pittenger & Anderson Inc. | 3,000 | $349 | 12/31/2023 | | IWS | 3,000 | $349 | 12/31/2023 | | Independent Advisor Alliance | 2,968 | $345 | 12/31/2023 | | IWS | 2,968 | $345 | 12/31/2023 | | Breakwater Capital Group | 2,742 | $344 | 03/31/2024 | | IWS | 2,742 | $344 | 03/31/2024 | | Firestone Capital Management | 2,960 | $344 | 12/31/2023 | | IWS | 2,960 | $344 | 12/31/2023 | | MidWestOne Financial Group Inc. | 2,953 | $343 | 12/31/2023 | | IWS | 2,953 | $343 | 12/31/2023 | | JFS Wealth Advisors LLC | 2,939 | $342 | 12/31/2023 | | IWS | 2,939 | $342 | 12/31/2023 | | Continuum Advisory LLC | 2,931 | $341 | 12/31/2023 | | IWS | 2,931 | $341 | 12/31/2023 | | IFG Advisory LLC | 2,920 | $340 | 12/31/2023 | | IWS | 2,920 | $340 | 12/31/2023 | | FDx Advisors Inc. | 2,905 | $338 | 12/31/2023 | | IWS | 2,905 | $338 | 12/31/2023 | | Dentgroup LLC | 2,687 | $337 | 03/31/2024 | | IWS | 2,687 | $337 | 03/31/2024 | | Aveo Capital Partners LLC | 2,896 | $337 | 12/31/2023 | | IWS | 2,896 | $337 | 12/31/2023 | | Ruggaard & Associates LLC | 2,900 | $337 | 12/31/2023 | | IWS | 2,900 | $337 | 12/31/2023 | | WealthPLAN Partners LLC | 2,886 | $336 | 12/31/2023 | | IWS | 2,886 | $336 | 12/31/2023 | | Boston Partners | 2,897 | $335 | 12/31/2023 | | IWS | 2,897 | $335 | 12/31/2023 | | Moors & Cabot Inc. | 2,877 | $335 | 12/31/2023 | | IWS | 2,877 | $335 | 12/31/2023 | | Davidson Trust Co. | 2,864 | $333 | 12/31/2023 | | IWS | 2,864 | $333 | 12/31/2023 | | QRG Capital Management Inc. | 2,861 | $333 | 12/31/2023 | | IWS | 2,861 | $333 | 12/31/2023 | | Annex Advisory Services LLC | 2,647 | $332 | 03/31/2024 | | IWS | 2,647 | $332 | 03/31/2024 | | Parallel Advisors LLC | 2,844 | $331 | 12/31/2023 | | IWS | 2,844 | $331 | 12/31/2023 | | BTC Capital Management Inc. | 2,619 | $328 | 03/31/2024 | | IWS | 2,619 | $328 | 03/31/2024 | | Shufro Rose & Co. LLC | 2,816 | $327 | 12/31/2023 | | IWS | 2,816 | $327 | 12/31/2023 | | Personal CFO Solutions LLC | 2,811 | $327 | 12/31/2023 | | IWS | 2,811 | $327 | 12/31/2023 | | Meridian Investment Counsel Inc. | 2,805 | $326 | 12/31/2023 | | IWS | 2,805 | $326 | 12/31/2023 | | Edge Capital Group LLC | 2,801 | $326 | 12/31/2023 | | IWS | 2,801 | $326 | 12/31/2023 | | GYL Financial Synergies LLC | 2,801 | $326 | 12/31/2023 | | IWS | 2,801 | $326 | 12/31/2023 | | TFG Advisers LLC | 2,804 | $326 | 12/31/2023 | | IWS | 2,804 | $326 | 12/31/2023 | | Pinnacle Associates Ltd. | 2,775 | $323 | 12/31/2023 | | IWS | 2,775 | $323 | 12/31/2023 | | American Money Management LLC | 2,757 | $321 | 12/31/2023 | | IWS | 2,757 | $321 | 12/31/2023 | | Cherry Tree Wealth Management LLC | 2,754 | $320 | 12/31/2023 | | IWS | 2,754 | $320 | 12/31/2023 | | Keel Point LLC | 2,547 | $319 | 03/31/2024 | | IWS | 2,547 | $319 | 03/31/2024 | | J.W. Cole Advisors Inc. | 2,744 | $319 | 12/31/2023 | | IWS | 2,744 | $319 | 12/31/2023 | | Regal Investment Advisors LLC | 2,742 | $319 | 12/31/2023 | | IWS | 2,742 | $319 | 12/31/2023 | | Builder Investment Group Inc. ADV | 2,721 | $316 | 12/31/2023 | | IWS | 2,721 | $316 | 12/31/2023 | | Vaughan Nelson Investment Management L.P. | 2,516 | $315 | 03/31/2024 | | IWS | 2,516 | $315 | 03/31/2024 | | Arbor Investment Advisors LLC | 2,497 | $313 | 03/31/2024 | | IWS | 2,497 | $313 | 03/31/2024 | | Family Legacy Inc. | 2,494 | $313 | 03/31/2024 | | IWS | 2,494 | $313 | 03/31/2024 | | Richardson Financial Services Inc. | 2,693 | $313 | 12/31/2023 | | IWS | 2,693 | $313 | 12/31/2023 | | Appleton Partners Inc. MA | 2,471 | $310 | 03/31/2024 | | IWS | 2,471 | $310 | 03/31/2024 | | Pointe Capital Management LLC | 2,658 | $309 | 12/31/2023 | | IWS | 2,658 | $309 | 12/31/2023 | | BCGM Wealth Management LLC | 2,651 | $308 | 12/31/2023 | | IWS | 2,651 | $308 | 12/31/2023 | | Everpar Advisors LLC | 2,447 | $307 | 03/31/2024 | | IWS | 2,447 | $307 | 03/31/2024 | | Beacon Financial Advisory LLC | 2,628 | $306 | 12/31/2023 | | IWS | 2,628 | $306 | 12/31/2023 | | Key Financial Inc | 2,626 | $305 | 12/31/2023 | | IWS | 2,626 | $305 | 12/31/2023 | | TrinityPoint Wealth LLC | 2,617 | $304 | 12/31/2023 | | IWS | 2,617 | $304 | 12/31/2023 | | Pineridge Advisors LLC | 2,612 | $304 | 12/31/2023 | | IWS | 2,612 | $304 | 12/31/2023 | | Becker Capital Management Inc. | 2,593 | $302 | 12/31/2023 | | IWS | 2,593 | $302 | 12/31/2023 | | Lazard Asset Management LLC | 2,600 | $302 | 12/31/2023 | | IWS | 2,600 | $302 | 12/31/2023 | | Magnus Financial Group LLC | 2,594 | $302 | 12/31/2023 | | IWS | 2,594 | $302 | 12/31/2023 | | Steele Capital Management Inc. | 2,401 | $301 | 03/31/2024 | | IWS | 2,401 | $301 | 03/31/2024 | | Acima Private Wealth LLC | 2,585 | $301 | 12/31/2023 | | IWS | 2,585 | $301 | 12/31/2023 | | Wsfs Capital Management LLC | 2,583 | $300 | 12/31/2023 | | IWS | 2,583 | $300 | 12/31/2023 | | Nvest Financial LLC | 2,384 | $299 | 03/31/2024 | | IWS | 2,384 | $299 | 03/31/2024 | | Sanibel Captiva Trust Company Inc. | 2,568 | $299 | 12/31/2023 | | IWS | 2,568 | $299 | 12/31/2023 | | Facet Wealth Inc. | 2,545 | $292 | 12/31/2023 | | IWS | 2,545 | $292 | 12/31/2023 | | Dynamic Advisor Solutions LLC | 2,311 | $290 | 03/31/2024 | | IWS | 2,311 | $290 | 03/31/2024 | | Patriot Investment Management Inc. | 2,311 | $290 | 03/31/2024 | | IWS | 2,311 | $290 | 03/31/2024 | | Leeward Investments LLC MA | 2,302 | $289 | 03/31/2024 | | IWS | 2,302 | $289 | 03/31/2024 | | Carnegie Capital Asset Management LLC | 2,481 | $289 | 12/31/2023 | | IWS | 2,481 | $289 | 12/31/2023 | | Ballast Inc. | 2,487 | $289 | 12/31/2023 | | IWS | 2,487 | $289 | 12/31/2023 | | Roman Butler Fullerton & Co. | 2,477 | $285 | 12/31/2023 | | IWS | 2,477 | $285 | 12/31/2023 | | Pacific Financial Group Inc. | 2,431 | $283 | 12/31/2023 | | IWS | 2,431 | $283 | 12/31/2023 | | Western Wealth Management LLC | 2,422 | $282 | 12/31/2023 | | IWS | 2,422 | $282 | 12/31/2023 | | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 2,360 | $280 | 03/31/2024 | | IWS | 2,360 | $280 | 03/31/2024 | | Foster & Motley Inc. | 2,226 | $279 | 03/31/2024 | | IWS | 2,226 | $279 | 03/31/2024 | | Fifth Third Wealth Advisors LLC | 2,212 | $277 | 03/31/2024 | | IWS | 2,212 | $277 | 03/31/2024 | | Crestwood Advisors Group LLC | 2,385 | $277 | 12/31/2023 | | IWS | 2,385 | $277 | 12/31/2023 | | SkyOak Wealth LLC | 2,373 | $276 | 12/31/2023 | | IWS | 2,373 | $276 | 12/31/2023 | | We Are One Seven LLC | 2,361 | $275 | 12/31/2023 | | IWS | 2,361 | $275 | 12/31/2023 | | Montecito Bank & Trust | 2,167 | $272 | 03/31/2024 | | IWS | 2,167 | $272 | 03/31/2024 | | Forum Financial Management LP | 2,333 | $271 | 12/31/2023 | | IWS | 2,333 | $271 | 12/31/2023 | | NBT Bank N A NY | 2,158 | $270 | 03/31/2024 | | IWS | 2,158 | $270 | 03/31/2024 | | Cullen Frost Bankers Inc. | 2,319 | $270 | 12/31/2023 | | IWS | 2,319 | $270 | 12/31/2023 | | PFG Advisors | 2,309 | $269 | 12/31/2023 | | IWS | 2,309 | $269 | 12/31/2023 | | Independence Bank of Kentucky | 2,137 | $268 | 03/31/2024 | | IWS | 2,137 | $268 | 03/31/2024 | | RDA Financial Network | 2,138 | $268 | 03/31/2024 | | IWS | 2,138 | $268 | 03/31/2024 | | Nwam LLC | 2,292 | $266 | 12/31/2023 | | IWS | 2,292 | $266 | 12/31/2023 | | Prime Capital Investment Advisors LLC | 2,288 | $266 | 12/31/2023 | | IWS | 2,288 | $266 | 12/31/2023 | | Northern Oak Wealth Management Inc. | 2,270 | $264 | 12/31/2023 | | IWS | 2,270 | $264 | 12/31/2023 | | White Knight Strategic Wealth Advisors LLC | 2,267 | $264 | 12/31/2023 | | IWS | 2,267 | $264 | 12/31/2023 | | Peak Financial Management Inc. | 2,100 | $263 | 03/31/2024 | | IWS | 2,100 | $263 | 03/31/2024 | | AFT Forsyth & Company Inc. | 2,255 | $262 | 12/31/2023 | | IWS | 2,255 | $262 | 12/31/2023 | | Dana Investment Advisors Inc. | 2,246 | $261 | 12/31/2023 | | IWS | 2,246 | $261 | 12/31/2023 | | Legacy Financial Strategies LLC | 2,070 | $259 | 03/31/2024 | | IWS | 2,070 | $259 | 03/31/2024 | | KilterHowling LLC | 2,238 | $258 | 12/31/2023 | | IWS | 2,238 | $258 | 12/31/2023 | | Robertson Stephens Wealth Management LLC | 2,214 | $258 | 12/31/2023 | | IWS | 2,214 | $258 | 12/31/2023 | | Marotta Asset Management | 2,045 | $256 | 03/31/2024 | | IWS | 2,045 | $256 | 03/31/2024 | | Level Four Advisory Services LLC | 2,198 | $256 | 12/31/2023 | | IWS | 2,198 | $256 | 12/31/2023 | | Villere ST Denis J & Co. LLC | 2,033 | $255 | 03/31/2024 | | IWS | 2,033 | $255 | 03/31/2024 | | Maryland Capital Advisors Inc. | 2,028 | $254 | 03/31/2024 | | IWS | 2,028 | $254 | 03/31/2024 | | SNS Financial Group LLC | 2,021 | $253 | 03/31/2024 | | IWS | 2,021 | $253 | 03/31/2024 | | Financial Advocates Investment Management | 2,326 | $249 | 12/31/2023 | | IWS | 2,326 | $249 | 12/31/2023 | | Grimes & Company Inc. | 1,980 | $248 | 03/31/2024 | | IWS | 1,980 | $248 | 03/31/2024 | | Union Savings Bank | 2,132 | $248 | 12/31/2023 | | IWS | 2,132 | $248 | 12/31/2023 | | First Business Financial Services Inc. | 2,127 | $247 | 12/31/2023 | | IWS | 2,127 | $247 | 12/31/2023 | | Mission Wealth Management LP | 2,103 | $245 | 12/31/2023 | | IWS | 2,103 | $245 | 12/31/2023 | | Essex Private Wealth Management LLC | 1,947 | $244 | 03/31/2024 | | IWS | 1,947 | $244 | 03/31/2024 | | Dougherty Wealth Advisers LLC | 2,100 | $244 | 12/31/2023 | | IWS | 2,100 | $244 | 12/31/2023 | | MONECO Advisors LLC | 1,937 | $243 | 03/31/2024 | | IWS | 1,937 | $243 | 03/31/2024 | | Edgemoor Investment Advisors Inc. | 2,093 | $243 | 12/31/2023 | | IWS | 2,093 | $243 | 12/31/2023 | | Private Portfolio Partners LLC | 2,081 | $242 | 12/31/2023 | | IWS | 2,081 | $242 | 12/31/2023 | | Yeomans Consulting Group Inc. | 2,071 | $241 | 12/31/2023 | | IWS | 2,071 | $241 | 12/31/2023 | | Ellevest Inc. | 2,041 | $237 | 12/31/2023 | | IWS | 2,041 | $237 | 12/31/2023 | | Riverpoint Wealth Management Holdings LLC | 2,035 | $237 | 12/31/2023 | | IWS | 2,035 | $237 | 12/31/2023 | | Cape Investment Advisory Inc. | 2,033 | $236 | 12/31/2023 | | IWS | 2,033 | $236 | 12/31/2023 | | South State CORP. | 2,012 | $234 | 12/31/2023 | | IWS | 2,012 | $234 | 12/31/2023 | | WealthShield Partners LLC | 2,015 | $234 | 12/31/2023 | | IWS | 2,015 | $234 | 12/31/2023 | | Delta Financial Group Inc. | 2,016 | $234 | 12/31/2023 | | IWS | 2,016 | $234 | 12/31/2023 | | Wolverine Trading LLC | | $233 | 12/31/2023 | | Call | 2,000 | $233 | 12/31/2023 | | Dorsey & Whitney Trust CO LLC | 2,005 | $233 | 12/31/2023 | | IWS | 2,005 | $233 | 12/31/2023 | | Aire Advisors LLC | 2,000 | $233 | 12/31/2023 | | IWS | 2,000 | $233 | 12/31/2023 | | NTV Asset Management LLC | 1,986 | $231 | 12/31/2023 | | IWS | 1,986 | $231 | 12/31/2023 | | Ritter Daniher Financial Advisory LLC DE | 1,988 | $231 | 12/31/2023 | | IWS | 1,988 | $231 | 12/31/2023 | | Congress Wealth Management LLC DE | 1,834 | $230 | 03/31/2024 | | IWS | 1,834 | $230 | 03/31/2024 | | Brown Brothers Harriman & Co. | 1,976 | $230 | 12/31/2023 | | IWS | 1,976 | $230 | 12/31/2023 | | Ironwood Investment Counsel LLC | 1,973 | $229 | 12/31/2023 | | IWS | 1,973 | $229 | 12/31/2023 | | GHP Investment Advisors Inc. | 1,819 | $228 | 03/31/2024 | | IWS | 1,819 | $228 | 03/31/2024 | | Essex Savings Bank | 1,960 | $228 | 03/31/2024 | | IWS | 1,960 | $228 | 03/31/2024 | | Maripau Wealth Management LLC | 1,959 | $228 | 12/31/2023 | | IWS | 1,959 | $228 | 12/31/2023 | | Grove Bank & Trust | 1,949 | $227 | 12/31/2023 | | IWS | 1,949 | $227 | 12/31/2023 | | ORG Partners LLC | 1,947 | $226 | 12/31/2023 | | IWS | 1,947 | $226 | 12/31/2023 | | Summit Financial Group Inc. | 1,795 | $225 | 03/31/2024 | | IWS | 1,795 | $225 | 03/31/2024 | | Tsfg LLC | 1,785 | $224 | 03/31/2024 | | IWS | 1,785 | $224 | 03/31/2024 | | First Hawaiian Bank | 1,773 | $222 | 03/31/2024 | | IWS | 1,773 | $222 | 03/31/2024 | | SYM FINANCIAL Corp | 1,894 | $220 | 12/31/2023 | | IWS | 1,894 | $220 | 12/31/2023 | | GSB Wealth Management LLC | 1,888 | $220 | 12/31/2023 | | IWS | 1,888 | $220 | 12/31/2023 | | West Michigan Advisors LLC | 1,891 | $220 | 12/31/2023 | | IWS | 1,891 | $220 | 12/31/2023 | | Ancora Advisors LLC | 1,883 | $219 | 12/31/2023 | | IWS | 1,883 | $219 | 12/31/2023 | | Shepherd Financial Partners LLC | 1,736 | $218 | 03/31/2024 | | IWS | 1,736 | $218 | 03/31/2024 | | Aspiriant LLC | 1,729 | $217 | 03/31/2024 | | IWS | 1,729 | $217 | 03/31/2024 | | Verdence Capital Advisors LLC | 1,734 | $217 | 03/31/2024 | | IWS | 1,734 | $217 | 03/31/2024 | | Sigma Investment Counselors Inc. | 1,723 | $216 | 03/31/2024 | | IWS | 1,723 | $216 | 03/31/2024 | | Theory Financial LLC | 1,858 | $216 | 12/31/2023 | | IWS | 1,858 | $216 | 12/31/2023 | | Revisor Wealth Management LLC | 1,780 | $215 | 03/31/2024 | | IWS | 1,780 | $215 | 03/31/2024 | | Plante Moran Financial Advisors LLC | 1,848 | $215 | 12/31/2023 | | IWS | 1,848 | $215 | 12/31/2023 | | Vaughan David Investments LLC IL | 1,838 | $214 | 12/31/2023 | | IWS | 1,838 | $214 | 12/31/2023 | | Capital Advisors Inc. OK | 1,818 | $211 | 12/31/2023 | | IWS | 1,818 | $211 | 12/31/2023 | | Joel Isaacson & Co. LLC | 1,809 | $210 | 12/31/2023 | | IWS | 1,809 | $210 | 12/31/2023 | | CIBC World Markets Inc. | 1,796 | $209 | 12/31/2023 | | IWS | 1,796 | $209 | 12/31/2023 | | Glassman Wealth Services | 1,797 | $209 | 12/31/2023 | | IWS | 1,797 | $209 | 12/31/2023 | | Biechele Royce Advisors | 1,793 | $209 | 12/31/2023 | | IWS | 1,793 | $209 | 12/31/2023 | | Madison Wealth Partners Inc | 1,800 | $209 | 12/31/2023 | | IWS | 1,800 | $209 | 12/31/2023 | | Lathrop Investment Management Corp | 1,781 | $207 | 12/31/2023 | | IWS | 1,781 | $207 | 12/31/2023 | | Argent Trust Co | 1,772 | $206 | 12/31/2023 | | IWS | 1,772 | $206 | 12/31/2023 | | First Command Advisory Services Inc. | 1,767 | $205 | 12/31/2023 | | IWS | 1,767 | $205 | 12/31/2023 | | Triangle Securities Wealth Management | 1,625 | $204 | 03/31/2024 | | IWS | 1,625 | $204 | 03/31/2024 | | Gallacher Capital Management LLC | 1,755 | $204 | 12/31/2023 | | IWS | 1,755 | $204 | 12/31/2023 | | Coston McIsaac & Partners | 1,623 | $203 | 03/31/2024 | | IWS | 1,623 | $203 | 03/31/2024 | | Haverford Trust Co. | 1,736 | $202 | 12/31/2023 | | IWS | 1,736 | $202 | 12/31/2023 | | SOA Wealth Advisors LLC. | 1,596 | $200 | 03/31/2024 | | IWS | 1,596 | $200 | 03/31/2024 | | Hazlett Burt & Watson Inc. | 1,728 | $200 | 12/31/2023 | | IWS | 1,728 | $200 | 12/31/2023 | | HBC Financial Services PLLC | 1,620 | $188 | 12/31/2023 | | IWS | 1,620 | $188 | 12/31/2023 | | ZRC Wealth Management LLC | 1,456 | $183 | 03/31/2024 | | IWS | 1,456 | $183 | 03/31/2024 | | Country Trust Bank | 1,430 | $179 | 03/31/2024 | | IWS | 1,430 | $179 | 03/31/2024 | | Farther Finance Advisors LLC | 1,514 | $176 | 12/31/2023 | | IWS | 1,514 | $176 | 12/31/2023 | | Versant Capital Management Inc | 1,396 | $175 | 03/31/2024 | | IWS | 1,396 | $175 | 03/31/2024 | | O Dell Group LLC | 1,500 | $174 | 12/31/2023 | | IWS | 1,500 | $174 | 12/31/2023 | | Providence Capital Advisors LLC | 1,490 | $173 | 12/31/2023 | | IWS | 1,490 | $173 | 12/31/2023 | | Assetmark Inc. | 1,425 | $166 | 12/31/2023 | | IWS | 1,425 | $166 | 12/31/2023 | | Ronald Blue Trust Inc. | 1,408 | $164 | 12/31/2023 | | IWS | 1,408 | $164 | 12/31/2023 | | Anchor Investment Management LLC | 1,305 | $152 | 12/31/2023 | | IWS | 1,305 | $152 | 12/31/2023 | | Signaturefd LLC | 1,295 | $151 | 12/31/2023 | | IWS | 1,295 | $151 | 12/31/2023 | | ST Germain D J Co. Inc. | 1,196 | $150 | 03/31/2024 | | IWS | 1,196 | $150 | 03/31/2024 | | Centaurus Financial Inc. | 1,250 | $145 | 12/31/2023 | | IWS | 1,250 | $145 | 12/31/2023 | | Oliver Lagore Vanvalin Investment Group | 1,188 | $138 | 12/31/2023 | | IWS | 1,188 | $138 | 12/31/2023 | | CoreFirst Bank & Trust | 1,152 | $134 | 12/31/2023 | | IWS | 1,152 | $134 | 12/31/2023 | | Townsend Asset Management Corp NC ADV | 1,147 | $133 | 12/31/2023 | | IWS | 1,147 | $133 | 12/31/2023 | | Sugarloaf Wealth Management LLC | 1,044 | $131 | 03/31/2024 | | IWS | 1,044 | $131 | 03/31/2024 | | Trust Co. of Vermont | 1,114 | $130 | 12/31/2023 | | IWS | 1,114 | $130 | 12/31/2023 | | Prestige Wealth Management Group LLC | 1,100 | $128 | 12/31/2023 | | IWS | 1,100 | $128 | 12/31/2023 | | Smithfield Trust Co. | 1,104 | $127 | 12/31/2023 | | IWS | 1,104 | $127 | 12/31/2023 | | Duncker Streett & Co. Inc. | 961 | $120 | 03/31/2024 | | IWS | 961 | $120 | 03/31/2024 | | Aptus Capital Advisors LLC | 1,030 | $120 | 12/31/2023 | | IWS | 1,030 | $120 | 12/31/2023 | | SRS Capital Advisors Inc. | 990 | $115 | 12/31/2023 | | IWS | 990 | $115 | 12/31/2023 | | Kiely Wealth Advisory Group Inc. | 990 | $114 | 12/31/2023 | | IWS | 990 | $114 | 12/31/2023 | | New Republic Capital LLC | 973 | $113 | 12/31/2023 | | IWS | 973 | $113 | 12/31/2023 | | Sunbelt Securities Inc. | 892 | $112 | 03/31/2024 | | IWS | 892 | $112 | 03/31/2024 | | Capital Investment Advisory Services LLC | 892 | $112 | 03/31/2024 | | IWS | 892 | $112 | 03/31/2024 | | Greenwood Gearhart Inc. | 962 | $112 | 12/31/2023 | | IWS | 962 | $112 | 12/31/2023 | | FinTrust Capital Advisors LLC | 952 | $111 | 12/31/2023 | | IWS | 952 | $111 | 12/31/2023 | | Oak Harbor Wealth Partners LLC | 856 | $107 | 03/31/2024 | | IWS | 856 | $107 | 03/31/2024 | | Pflug Koory LLC | 808 | $101 | 03/31/2024 | | IWS | 808 | $101 | 03/31/2024 | | Northwest Financial Advisors | 871 | $101 | 12/31/2023 | | IWS | 871 | $101 | 12/31/2023 | | GAMMA Investing LLC | 797 | $100 | 03/31/2024 | | IWS | 797 | $100 | 03/31/2024 | | Sound Income Strategies LLC | 788 | $99 | 03/31/2024 | | IWS | 788 | $99 | 03/31/2024 | | RIA Advisory Group LLC | 853 | $99 | 12/31/2023 | | IWS | 853 | $99 | 12/31/2023 | | EPG Wealth Management LLC | 842 | $97 | 12/31/2023 | | IWS | 842 | $97 | 12/31/2023 | | Hamilton Point Investment Advisors LLC | 814 | $95 | 12/31/2023 | | IWS | 814 | $95 | 12/31/2023 | | Washington Trust Advisors Inc. | 800 | $93 | 12/31/2023 | | IWS | 800 | $93 | 12/31/2023 | | Oakworth Capital Inc. | 723 | $91 | 03/31/2024 | | IWS | 723 | $91 | 03/31/2024 | | Creative Financial Designs Inc. ADV | 785 | $91 | 12/31/2023 | | IWS | 785 | $91 | 12/31/2023 | | Trust Co | 717 | $90 | 03/31/2024 | | IWS | 717 | $90 | 03/31/2024 | | Baystate Wealth Management LLC | 748 | $87 | 12/31/2023 | | IWS | 748 | $87 | 12/31/2023 | | Cassady Schiller Wealth Management LLC | 743 | $86 | 12/31/2023 | | IWS | 743 | $86 | 12/31/2023 | | Stephenson National Bank & Trust | 679 | $85 | 03/31/2024 | | IWS | 679 | $85 | 03/31/2024 | | DB Wealth Management Group LLC | 716 | $83 | 12/31/2023 | | IWS | 716 | $83 | 12/31/2023 | | Resurgent Financial Advisors LLC | 703 | $82 | 12/31/2023 | | IWS | 703 | $82 | 12/31/2023 | | Creekmur Asset Management LLC | 696 | $81 | 12/31/2023 | | IWS | 696 | $81 | 12/31/2023 | | North Star Investment Management Corp. | 691 | $80 | 12/31/2023 | | IWS | 691 | $80 | 12/31/2023 | | Cambridge Trust Co. | 660 | $77 | 12/31/2023 | | IWS | 660 | $77 | 12/31/2023 | | Armstrong Advisory Group Inc. | 652 | $76 | 03/31/2024 | | IWS | 652 | $76 | 03/31/2024 | | Cardiff Park Advisors LLC | 656 | $76 | 12/31/2023 | | IWS | 656 | $76 | 12/31/2023 | | Provident Wealth Management LLC | 596 | $75 | 03/31/2024 | | IWS | 596 | $75 | 03/31/2024 | | O Shaughnessy Asset Management LLC | 617 | $72 | 12/31/2023 | | IWS | 617 | $72 | 12/31/2023 | | Blue Bell Private Wealth Management LLC | 556 | $70 | 03/31/2024 | | IWS | 556 | $70 | 03/31/2024 | | First Manhattan Co. | 592 | $69 | 12/31/2023 | | IWS | 592 | $69 | 12/31/2023 | | 1832 Asset Management L.P. | 577 | $67 | 12/31/2023 | | IWS | 577 | $67 | 12/31/2023 | | Founders Financial Alliance LLC | 567 | $66 | 12/31/2023 | | IWS | 567 | $66 | 12/31/2023 | | Tyler Stone Wealth Management | 571 | $66 | 12/31/2023 | | IWS | 571 | $66 | 12/31/2023 | | Optimum Investment Advisors | 516 | $65 | 03/31/2024 | | IWS | 516 | $65 | 03/31/2024 | | Riverview Trust Co | 520 | $65 | 03/31/2024 | | IWS | 520 | $65 | 03/31/2024 | | BOK Financial Private Wealth Inc. | 562 | $65 | 12/31/2023 | | IWS | 562 | $65 | 12/31/2023 | | Asset Dedication LLC | 497 | $64 | 03/31/2024 | | IWS | 497 | $64 | 03/31/2024 | | Coppell Advisory Solutions LLC | 551 | $64 | 12/31/2023 | | IWS | 551 | $64 | 12/31/2023 | | Brandywine Global Investment Management LLC | 524 | $61 | 12/31/2023 | | IWS | 524 | $61 | 12/31/2023 | | Archer Investment Corp | 524 | $61 | 12/31/2023 | | IWS | 524 | $61 | 12/31/2023 | | Bangor Savings Bank | 475 | $60 | 03/31/2024 | | IWS | 475 | $60 | 03/31/2024 | | Financial Connections Group Inc. | 517 | $60 | 12/31/2023 | | IWS | 517 | $60 | 12/31/2023 | | Tower Research Capital LLC TRC | 506 | $59 | 12/31/2023 | | IWS | 506 | $59 | 12/31/2023 | | Massmutual Trust Co. FSB ADV | 465 | $58 | 03/31/2024 | | IWS | 465 | $58 | 03/31/2024 | | Insight Inv LLC | 498 | $58 | 12/31/2023 | | IWS | 498 | $58 | 12/31/2023 | | VitalStone Financial LLC | 495 | $58 | 12/31/2023 | | IWS | 495 | $58 | 12/31/2023 | | McIlrath & Eck LLC | 494 | $57 | 12/31/2023 | | IWS | 494 | $57 | 12/31/2023 | | Sage Mountain Advisors LLC | 438 | $55 | 03/31/2024 | | IWS | 438 | $55 | 03/31/2024 | | CVA Family Office LLC | 411 | $52 | 03/31/2024 | | IWS | 411 | $52 | 03/31/2024 | | Colonial Trust Advisors | 450 | $52 | 12/31/2023 | | IWS | 450 | $52 | 12/31/2023 | | Life Planning Partners Inc | 441 | $51 | 12/31/2023 | | IWS | 441 | $51 | 12/31/2023 | | Northwest Capital Management Inc | 387 | $49 | 03/31/2024 | | IWS | 387 | $49 | 03/31/2024 | | Planned Solutions Inc. | 420 | $49 | 12/31/2023 | | IWS | 420 | $49 | 12/31/2023 | | AlphaMark Advisors LLC | 375 | $47 | 03/31/2024 | | IWS | 375 | $47 | 03/31/2024 | | Guardian Wealth Advisors LLC NC | 406 | $47 | 12/31/2023 | | IWS | 406 | $47 | 12/31/2023 | | Indiana Trust & Investment Management CO | 350 | $44 | 03/31/2024 | | IWS | 350 | $44 | 03/31/2024 | | HM Payson & Co. | 375 | $44 | 12/31/2023 | | IWS | 375 | $44 | 12/31/2023 | | United Community Bank | 362 | $42 | 12/31/2023 | | IWS | 362 | $42 | 12/31/2023 | | McClarren Financial Advisors Inc. | 343 | $40 | 12/31/2023 | | IWS | 343 | $40 | 12/31/2023 | | Ambassador Advisors LLC | 344 | $39 | 12/31/2023 | | IWS | 344 | $39 | 12/31/2023 | | Biltmore Family Office LLC | 310 | $36 | 12/31/2023 | | IWS | 310 | $36 | 12/31/2023 | | Pin Oak Investment Advisors Inc. | 293 | $34 | 12/31/2023 | | IWS | 293 | $34 | 12/31/2023 | | Capital Advisors Ltd. LLC | 260 | $33 | 03/31/2024 | | IWS | 260 | $33 | 03/31/2024 | | Horizons Wealth Management | 280 | $33 | 03/31/2024 | | IWS | 280 | $33 | 03/31/2024 | | Register Financial Advisors LLC | 254 | $32 | 03/31/2024 | | IWS | 254 | $32 | 03/31/2024 | | Knott David M Jr | 273 | $32 | 12/31/2023 | | IWS | 273 | $32 | 12/31/2023 | | Windsor Advisory Group LLC | 270 | $31 | 12/31/2023 | | IWS | 270 | $31 | 12/31/2023 | | Norwood Financial Corp | 240 | $30 | 03/31/2024 | | IWS | 240 | $30 | 03/31/2024 | | City State Bank | 240 | $30 | 03/31/2024 | | IWS | 240 | $30 | 03/31/2024 | | Focused Wealth Management Inc | 261 | $30 | 12/31/2023 | | IWS | 261 | $30 | 12/31/2023 | | Investors Research Corp | 259 | $30 | 12/31/2023 | | IWS | 259 | $30 | 12/31/2023 | | Deutsche Bank AG | 248 | $29 | 12/31/2023 | | IWS | 248 | $29 | 12/31/2023 | | Larson Financial Group LLC | 250 | $29 | 12/31/2023 | | IWS | 250 | $29 | 12/31/2023 | | Laurel Wealth Advisors LLC | 248 | $29 | 12/31/2023 | | IWS | 248 | $29 | 12/31/2023 | | CarsonAllaria Wealth Management Ltd. | 247 | $29 | 12/31/2023 | | IWS | 247 | $29 | 12/31/2023 | | Bank of New Hampshire | 214 | $27 | 03/31/2024 | | IWS | 214 | $27 | 03/31/2024 | | PrairieView Partners LLC | 235 | $27 | 12/31/2023 | | IWS | 235 | $27 | 12/31/2023 | | Mitchell Sinkler & Starr PA | 225 | $26 | 12/31/2023 | | IWS | 225 | $26 | 12/31/2023 | | Able Wealth Management LLC | 222 | $26 | 12/31/2023 | | IWS | 222 | $26 | 12/31/2023 | | Rise Advisors LLC | 191 | $24 | 03/31/2024 | | IWS | 191 | $24 | 03/31/2024 | | RE Dickinson Investment Advisors LLC | 203 | $24 | 12/31/2023 | | IWS | 203 | $24 | 12/31/2023 | | Northwest Investment Counselors LLC | 182 | $23 | 03/31/2024 | | IWS | 182 | $23 | 03/31/2024 | | Pacifica Partners Inc. | 185 | $23 | 03/31/2024 | | IWS | 185 | $23 | 03/31/2024 | | Center for Financial Planning Inc. | 180 | $23 | 03/31/2024 | | IWS | 180 | $23 | 03/31/2024 | | Chilton Capital Management LLC | 202 | $23 | 12/31/2023 | | IWS | 202 | $23 | 12/31/2023 | | Bellevue Asset Management LLC | 200 | $23 | 12/31/2023 | | IWS | 200 | $23 | 12/31/2023 | | Mechanics Financial Corp | 197 | $23 | 12/31/2023 | | IWS | 197 | $23 | 12/31/2023 | | Bogart Wealth LLC | 176 | $22 | 03/31/2024 | | IWS | 176 | $22 | 03/31/2024 | | Avion Wealth | 192 | $22 | 12/31/2023 | | IWS | 192 | $22 | 12/31/2023 | | Northwest Bank & Trust Co | 190 | $22 | 12/31/2023 | | IWS | 190 | $22 | 12/31/2023 | | Ables Iannone Moore & Associates Inc. | 183 | $21 | 12/31/2023 | | IWS | 183 | $21 | 12/31/2023 | | American National Bank | 159 | $20 | 03/31/2024 | | IWS | 159 | $20 | 03/31/2024 | | JDM Financial Group LLC | 168 | $20 | 12/31/2023 | | IWS | 168 | $20 | 12/31/2023 | | Transcendent Capital Group LLC | 163 | $19 | 03/31/2024 | | IWS | 163 | $19 | 03/31/2024 | | Fairman Group LLC | 161 | $19 | 12/31/2023 | | IWS | 161 | $19 | 12/31/2023 | | Field & Main Bank | 150 | $17 | 12/31/2023 | | IWS | 150 | $17 | 12/31/2023 | | Winthrop Capital Management LLC | 139 | $16 | 12/31/2023 | | IWS | 139 | $16 | 12/31/2023 | | Retirement Group LLC | 126 | $15 | 12/31/2023 | | IWS | 126 | $15 | 12/31/2023 | | Mine & Arao Wealth Creation & Management LLC. | 125 | $15 | 12/31/2023 | | IWS | 125 | $15 | 12/31/2023 | | Beacon Capital Management LLC | 129 | $15 | 12/31/2023 | | IWS | 129 | $15 | 12/31/2023 | | McCarthy Grittinger Financial Group LLC | 110 | $14 | 03/31/2024 | | IWS | 110 | $14 | 03/31/2024 | | Matrix Private Capital Group LLC | 120 | $14 | 12/31/2023 | | IWS | 120 | $14 | 12/31/2023 | | Private Wealth Management Group LLC | 122 | $14 | 12/31/2023 | | IWS | 122 | $14 | 12/31/2023 | | Wetzel Investment Advisors Inc. | 109 | $13 | 03/31/2024 | | IWS | 109 | $13 | 03/31/2024 | | DT Investment Partners LLC | 114 | $13 | 12/31/2023 | | IWS | 114 | $13 | 12/31/2023 | | Front Row Advisors LLC | 109 | $13 | 12/31/2023 | | IWS | 109 | $13 | 12/31/2023 | | Nemes Rush Group LLC | 115 | $13 | 12/31/2023 | | IWS | 115 | $13 | 12/31/2023 | | American Capital Advisory LLC | 110 | $13 | 12/31/2023 | | IWS | 110 | $13 | 12/31/2023 | | Alaska Permanent Capital Management | 96 | $12 | 03/31/2024 | | IWS | 96 | $12 | 03/31/2024 | | Activest Wealth Management | 95 | $12 | 03/31/2024 | | IWS | 95 | $12 | 03/31/2024 | | Bfsg LLC | 84 | $11 | 03/31/2024 | | IWS | 84 | $11 | 03/31/2024 | | GoalVest Advisory LLC | 84 | $11 | 03/31/2024 | | IWS | 84 | $11 | 03/31/2024 | | Institutional & Family Asset Management LLC | 96 | $11 | 12/31/2023 | | IWS | 96 | $11 | 12/31/2023 | | Tucker Asset Management LLC | 92 | $11 | 12/31/2023 | | IWS | 92 | $11 | 12/31/2023 | | Grand Wealth Management LLC | 97 | $11 | 12/31/2023 | | IWS | 97 | $11 | 12/31/2023 | | Hexagon Capital Partners LLC | 76 | $10 | 03/31/2024 | | IWS | 76 | $10 | 03/31/2024 | | Salem Investment Counselors Inc. | 75 | $9 | 03/31/2024 | | IWS | 75 | $9 | 03/31/2024 | | Stephens Consulting LLC | 75 | $9 | 03/31/2024 | | IWS | 75 | $9 | 03/31/2024 | | Financial Perspectives Inc | 74 | $9 | 03/31/2024 | | IWS | 74 | $9 | 03/31/2024 | | Pacific Capital Wealth Advisors Inc. | 75 | $9 | 12/31/2023 | | IWS | 75 | $9 | 12/31/2023 | | Caldwell Sutter Capital Inc. | 65 | $8 | 03/31/2024 | | IWS | 65 | $8 | 03/31/2024 | | Moisand Fitzgerald Tamayo LLC | 63 | $8 | 03/31/2024 | | IWS | 63 | $8 | 03/31/2024 | | IAG Wealth Partners LLC | 65 | $8 | 03/31/2024 | | IWS | 65 | $8 | 03/31/2024 | | DB Fitzpatrick & Co Inc | 55 | $7 | 03/31/2024 | | IWS | 55 | $7 | 03/31/2024 | | Tower View Investment Management & Research LLC | 59 | $7 | 12/31/2023 | | IWS | 59 | $7 | 12/31/2023 | | Morris Financial Concepts Inc. | 45 | $6 | 03/31/2024 | | IWS | 45 | $6 | 03/31/2024 | | Evermay Wealth Management LLC | 54 | $6 | 12/31/2023 | | IWS | 54 | $6 | 12/31/2023 | | Mascoma Wealth Management LLC | 50 | $6 | 12/31/2023 | | IWS | 50 | $6 | 12/31/2023 | | Salomon & Ludwin LLC | 40 | $5 | 12/31/2023 | | IWS | 40 | $5 | 12/31/2023 | | Carolinas Wealth Consulting LLC | 46 | $5 | 12/31/2023 | | IWS | 46 | $5 | 12/31/2023 | | Valley National Advisers Inc. | 30 | $4 | 03/31/2024 | | IWS | 30 | $4 | 03/31/2024 | | JJJ Advisors Inc. | 31 | $4 | 03/31/2024 | | IWS | 31 | $4 | 03/31/2024 | | Clearstead Advisors LLC | 33 | $4 | 12/31/2023 | | IWS | 33 | $4 | 12/31/2023 | | GPS Wealth Strategies Group LLC | 32 | $4 | 12/31/2023 | | IWS | 32 | $4 | 12/31/2023 | | New Millennium Group LLC | 31 | $4 | 12/31/2023 | | IWS | 31 | $4 | 12/31/2023 | | Dunhill Financial LLC | 22 | $3 | 12/31/2023 | | IWS | 22 | $3 | 12/31/2023 | | Lindbrook Capital LLC | 14 | $2 | 03/31/2024 | | IWS | 14 | $2 | 03/31/2024 | | PFS Partners LLC | 19 | $2 | 03/31/2024 | | IWS | 19 | $2 | 03/31/2024 | | Oxford Financial Group Ltd. | 20 | $2 | 12/31/2023 | | IWS | 20 | $2 | 12/31/2023 | | Princeton Global Asset Management LLC | 13 | $2 | 12/31/2023 | | IWS | 13 | $2 | 12/31/2023 | | Scarborough Advisors LLC | 17 | $2 | 12/31/2023 | | IWS | 17 | $2 | 12/31/2023 | | Gradient Investments LLC | 7 | $1 | 03/31/2024 | | IWS | 7 | $1 | 03/31/2024 | | Financial Synergies Wealth Advisors Inc. | 7 | $1 | 03/31/2024 | | IWS | 7 | $1 | 03/31/2024 | | Fortis Advisors LLC | 12 | $1 | 12/31/2023 | | IWS | 12 | $1 | 12/31/2023 | | Atlantic Trust LLC | 9 | $1 | 12/31/2023 | | IWS | 9 | $1 | 12/31/2023 | | Castleview Partners LLC | 8 | $1 | 12/31/2023 | | IWS | 8 | $1 | 12/31/2023 | | Bell Investment Advisors Inc | 6 | $1 | 12/31/2023 | | IWS | 6 | $1 | 12/31/2023 | | Cutler Group LP | | $0 | 03/31/2024 | | Call | 300 | $0 | 03/31/2024 | | Transamerica Financial Advisors Inc. | 1 | $0 | 12/31/2023 | | IWS | 1 | $0 | 12/31/2023 | | Financial Gravity Asset Management Inc. | 3 | $0 | 12/31/2023 | | IWS | 3 | $0 | 12/31/2023 | | Cornerstone Planning Group LLC | 3 | $0 | 12/31/2023 | | IWS | 3 | $0 | 12/31/2023 | | Main Street Group LTD | 4 | $0 | 12/31/2023 | | IWS | 4 | $0 | 12/31/2023 |
See Summary: Institutional Holders of IWS
See Details: Top 10 Hedge Funds Holding IWS
Also See: IWS Holdings Changes
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