αAlphaSMO

Institutions Holding IBMS (102 holders)

102 institutions currently hold IBMS, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
MERCER GLOBAL ADVISORS INC /ADV$45.3M0.07%
Clearstead Advisors, LLC$23.2M0.21%
Kathmere Capital Management, LLC$12.7M0.78%
HighTower Advisors, LLC$9.2M0.01%
US BANCORP \DE\$7.9M0.01%
BANK OF AMERICA CORP /DE/$7.5M0.00%
LBMC INVESTMENT ADVISORS, LLC$7.0M0.42%
Praetorian Wealth Management, Inc.$5.6M1.05%
WELLS FARGO & COMPANY/MN$5.2M0.00%
COMMUNITY TRUST & INVESTMENT CO$4.7M0.26%
ENVESTNET ASSET MANAGEMENT INC$4.3M0.00%
UNITED CAPITAL FINANCIAL ADVISORS, LLC$4.2M0.03%
COLDSTREAM CAPITAL MANAGEMENT INC$3.8M0.05%
Quantum Financial Advisors, LLC$3.8M0.43%
CENTRAL TRUST Co$3.7M0.07%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$3.6M0.05%
Lido Advisors, LLC$3.2M0.01%
Cypress Point Wealth Management, LLC$3.0M0.64%
MOSELEY INVESTMENT MANAGEMENT INC$3.0M0.94%
MORGAN STANLEY$2.8M0.00%
Summit Financial, LLC$2.8M0.04%
LPL Financial LLC$2.2M0.00%
ASSETMARK, INC$2.0M0.00%
ROYAL BANK OF CANADA$1.9M0.00%
Ellis Investment Partners, LLC$1.8M0.32%
Kestra Advisory Services, LLC$1.8M0.01%
JANE STREET GROUP, LLC$1.7M0.00%
Atlantic Union Bankshares Corp$1.6M0.03%
UBS Group AG$1.6M0.00%
NESTEGG ADVISORS, INC.$1.5M1.36%
BLUE SQUARE ASSET MANAGEMENT, LLC$1.5M0.73%
FLOW TRADERS U.S. LLC$1.4M0.05%
RAYMOND JAMES FINANCIAL INC$1.4M0.00%
Argo Wealth Advisory, LLC$1.3M0.76%
SENTINEL PENSION ADVISORS, LLC$1.2M0.18%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.2M0.00%
GC Wealth Management RIA, LLC$1.1M0.05%
Aspen Wealth Management LLC$1.1M0.22%
Focus Partners Wealth$1.1M0.00%
Sound View Wealth Advisors Group, LLC$1.1M0.07%
Cetera Investment Advisers$1.0M0.00%
Brookstone Capital Management$946.9K0.01%
PFG Private Wealth Management, LLC$936.1K0.40%
Sanctuary Advisors, LLC$934.0K0.01%
Newman Dignan & Sheerar, Inc.$926.1K0.19%
Capital Investment Advisors, LLC$852.1K0.01%
Godshalk Welsh Capital Management, Inc.$826.6K0.48%
SPINNAKER TRUST$814.4K0.05%
Valmark Advisers, Inc.$763.3K0.01%
CWM, LLC$733.3K0.00%
COMMONWEALTH EQUITY SERVICES, LLC$728.7K0.00%
TRUE Private Wealth Advisors$720.7K0.07%
CFS Investment Advisory Services, LLC$661.1K0.05%
LEAVELL INVESTMENT MANAGEMENT, INC.$638.6K0.03%
Cyndeo Wealth Partners, LLC$636.9K0.03%
STIFEL FINANCIAL CORP$563.0K0.00%
Curbstone Financial Management Corp$547.6K0.10%
Granite Harbor Advisors, Inc.$544.6K0.24%
SMITH, MOORE & CO.$509.5K0.04%
SILVERLAKE WEALTH MANAGEMENT LLC$499.8K0.10%
Beacon Pointe Advisors, LLC$484.0K0.00%
Roof Eidam Maycock Peralta, LLC$461.1K0.11%
MEMBERS WEALTH LLC$425.0K0.25%
Parallel Advisors, LLC$422.2K0.01%
Rossmore Private Capital$396.1K0.03%
Hills Bank & Trust Co$377.2K0.02%
OneDigital Investment Advisors LLC$369.9K0.00%
Signature Wealth Management Group$365.8K0.14%
Paradigm, Strategies in Wealth Management, LLC$361.6K0.25%
PHILLIPS FINANCIAL MANAGEMENT, LLC$350.6K0.03%
Financial Engines Advisors L.L.C.$349.3K0.00%
DROMS STRAUSS ADVISORS INC /MO/ /ADV$348.1K0.09%
WOODMONT INVESTMENT COUNSEL LLC$342.7K0.02%
IFP Advisors, Inc$335.3K0.01%
CITADEL ADVISORS LLC$333.2K0.00%
Balefire, LLC$327.6K0.06%
Creative Planning$315.9K0.00%
SCHMIDT P J INVESTMENT MANAGEMENT INC$309.3K0.05%
Freestone Capital Holdings, LLC$295.3K0.01%
Crews Bank & Trust$291.9K0.04%
Integrated Wealth Concepts LLC$288.6K0.00%
Archford Capital Strategies, LLC$273.3K0.03%
Foundry Financial Group, Inc.$260.2K0.13%
OneAscent Financial Services LLC$254.1K0.01%
JPMORGAN CHASE & CO$249.9K0.00%
Segment Wealth Management, LLC$245.1K0.01%
Private Advisor Group, LLC$239.4K0.00%
Cornell Pochily Investment Advisors, Inc.$234.9K0.07%
WealthBridge Capital Management, LLC$207.0K0.05%
10Elms LLP$176.2K0.11%
Physician Wealth Advisors, Inc.$167.9K0.02%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$159.1K0.00%
HARBOUR INVESTMENTS, INC.$87.1K0.00%
Addison Advisors LLC$82.1K0.02%
Tower Research Capital LLC (TRC)$70.0K0.00%
OSAIC HOLDINGS, INC.$57.8K0.00%
MidFirst Bank$51.7K0.00%
BARRETT & COMPANY, INC.$46.1K0.02%
ADIRONDACK TRUST CO$34.5K0.01%
Sarver Vrooman Wealth Advisors$32.5K0.02%
BlackRock, Inc.$3.9K0.00%
Root Financial Partners, LLC$3.4K0.00%