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Institutions Holding IBTG (322 holders)

322 institutions currently hold IBTG, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
HM PAYSON & CO$135.4M1.95%
NorthCoast Asset Management LLC$104.2M2.42%
BANK OF AMERICA CORP /DE/$95.2M0.01%
MORGAN STANLEY$93.5M0.01%
MERCER GLOBAL ADVISORS INC /ADV$57.8M0.09%
Capital Investment Advisors, LLC$56.9M0.83%
LPL Financial LLC$54.9M0.01%
WELLS FARGO & COMPANY/MN$54.2M0.01%
UNITED CAPITAL FINANCIAL ADVISORS, LLC$42.6M0.26%
Connecticut Wealth Management, LLC$41.2M1.73%
RAYMOND JAMES FINANCIAL INC$38.7M0.01%
UBS Group AG$36.8M0.01%
BAILARD, INC.$36.8M0.85%
Financial Advisory Corp$36.7M5.10%
Integrated Wealth Concepts LLC$36.6M0.29%
SUMMITRY LLC$35.1M1.24%
ENVESTNET ASSET MANAGEMENT INC$31.3M0.01%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$26.1M0.38%
Wealthspire Advisors, LLC$23.5M0.18%
Krilogy Financial LLC$21.0M0.68%
OneAscent Financial Services LLC$20.8M1.12%
Horizon Advisory Services, Inc.$20.1M10.30%
MOSELEY INVESTMENT MANAGEMENT INC$19.3M6.15%
Carnegie Investment Counsel$19.3M0.38%
Apella Capital, LLC$17.8M0.26%
MKT Advisors LLC$17.8M5.96%
OSAIC HOLDINGS, INC.$17.6M0.03%
MV CAPITAL MANAGEMENT, INC.$15.9M1.56%
Stratos Wealth Partners, LTD.$15.9M0.18%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$15.4M0.01%
CWM, LLC$15.3M0.04%
Denver PWM, LLC$15.3M5.26%
BlackRock, Inc.$15.1M0.00%
Focus Partners Wealth$14.7M0.02%
Delta Wealth Advisors LLC$14.1M10.74%
Scissortail Wealth Management, LLC$14.0M2.82%
Stratos Wealth Advisors, LLC$13.8M0.85%
BIP Wealth, LLC$12.1M0.49%
Baird Financial Group, Inc.$12.1M0.02%
Wealth Management Strategies, Inc.$11.8M5.35%
ROYAL BANK OF CANADA$11.3M0.00%
Sound View Wealth Advisors Group, LLC$11.3M0.77%
TITLEIST ASSET MANAGEMENT, LLC$11.1M0.84%
Baltimore-Washington Financial Advisors, Inc.$11.1M0.48%
Asset Advisors Investment Management, LLC$11.1M1.06%
CreativeOne Wealth, LLC$10.9M0.25%
COMMONWEALTH EQUITY SERVICES, LLC$10.8M0.02%
STIFEL FINANCIAL CORP$10.4M0.01%
Sanctuary Advisors, LLC$9.8M0.05%
Financial Engines Advisors L.L.C.$9.1M0.02%
Mariner, LLC$8.8M0.01%
Janney Montgomery Scott LLC$8.8M0.02%
McGuire Investment Group, LLC$8.8M0.99%
Juno Financial Group LLC$8.4M3.28%
Midwest Professional Planners, LTD.$8.4M1.97%
Asset Dedication, LLC$7.9M0.56%
PSI Advisors, LLC$7.8M1.88%
HighTower Advisors, LLC$7.8M0.01%
AMERIPRISE FINANCIAL INC$7.5M0.00%
Thrivent Financial for Lutherans$7.0M0.01%
Mesirow Financial Investment Management, Inc.$6.6M0.11%
CENTRAL TRUST Co$6.1M0.12%
Trinity Wealth Management, LLC$6.1M2.23%
REBALANCE, LLC$5.7M0.33%
Atlantic Private Wealth, LLC$5.6M3.64%
LEAVELL INVESTMENT MANAGEMENT, INC.$5.3M0.22%
Belpointe Asset Management LLC$5.2M0.19%
Parkside Financial Bank & Trust$5.0M0.38%
MAI Capital Management$4.9M0.03%
Archer Investment Corp$4.9M1.05%
Lido Advisors, LLC$4.8M0.01%
CAPTRUST FINANCIAL ADVISORS$4.6M0.01%
Eldridge Investment Advisors, Inc.$4.6M1.00%
Stockman Wealth Management, Inc.$4.5M0.49%
Americana Partners, LLC$4.1M0.11%
Independent Advisor Alliance$4.0M0.04%
MML INVESTORS SERVICES, LLC$3.8M0.01%
Brookstone Capital Management$3.8M0.04%
KOM Wealth Management Group, LLC$3.7M2.53%
HOWLAND CAPITAL MANAGEMENT LLC$3.7M0.15%
True Link Financial Advisors, LLC$3.7M0.23%
Portland Global Advisors LLC$3.6M0.39%
GOLDMAN SACHS GROUP INC$3.5M0.00%
SIGNATUREFD, LLC$3.5M0.05%
Accretive Wealth Partners, LLC$3.5M0.99%
Gradient Investments LLC$3.4M0.05%
LITTLEJOHN FINANCIAL SERVICES, INC.$3.2M2.39%
Cetera Investment Advisers$3.2M0.00%
Lantz Financial LLC$3.1M0.64%
Private Advisor Group, LLC$3.0M0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.0M0.00%
D.A. DAVIDSON & CO.$3.0M0.02%
BOSTON FAMILY OFFICE LLC$2.9M0.19%
Valmark Advisers, Inc.$2.9M0.03%
Probity Advisors, Inc.$2.9M0.45%
Allworth Financial LP$2.7M0.01%
Atria Investments, Inc$2.6M0.03%
PHILLIPS FINANCIAL MANAGEMENT, LLC$2.5M0.18%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.5M0.01%
Centennial Advisors, LLC$2.5M3.13%
TFR Capital, LLC.$2.4M0.74%
Cambridge Investment Research Advisors, Inc.$2.4M0.01%
Compound Planning, Inc.$2.4M0.07%
Kestra Advisory Services, LLC$2.3M0.01%
Crestmont Private Wealth LLC$2.2M0.68%
MOULTON WEALTH MANAGEMENT, INC$2.1M1.45%
GOULD ASSET MANAGEMENT LLC /CA/$2.1M0.37%
PARK AVENUE SECURITIES LLC$2.1M0.02%
Mill Creek Capital Advisors, LLC$2.1M0.04%
Associated Banc-Corp$2.0M0.05%
Sunbeam Capital Management, LLC$2.0M1.16%
Creative Planning$2.0M0.00%
Klaas Financial Asset Advisors, LLC$2.0M0.28%
Hughes Financial Services, LLC$2.0M0.31%
IFP Advisors, Inc$2.0M0.04%
Fourth Dimension Wealth, LLC$2.0M0.76%
Northstar Group, Inc.$2.0M0.28%
Cerity Partners LLC$2.0M0.00%
Csenge Advisory Group$2.0M0.09%
Equitable Holdings, Inc.$1.9M0.01%
FIRST NATIONAL BANK OF OMAHA$1.9M0.06%
Modern Wealth Management, LLC$1.8M0.03%
Endowment Wealth Management, Inc.$1.8M0.80%
KFG WEALTH MANAGEMENT, LLC$1.8M0.23%
MGO ONE SEVEN LLC$1.7M0.03%
MONEY CONCEPTS CAPITAL CORP$1.7M0.09%
Modera Wealth Management, LLC$1.7M0.02%
Montecito Bank & Trust$1.6M0.27%
SUMMITPOINT CAPITAL MANAGEMENT$1.6M2.05%
MONTAG A & ASSOCIATES INC$1.6M0.07%
Old Port Advisors$1.5M0.35%
Reliant Wealth Planning$1.5M0.45%
Cannon Financial Strategists, Inc.$1.4M0.19%
Heartland Bank & Trust Co$1.4M0.33%
Penobscot Investment Management Company, Inc.$1.4M0.11%
Summit Wealth Partners, LLC$1.4M0.22%
Trust Co$1.4M0.13%
DRIVE WEALTH MANAGEMENT, LLC$1.4M0.29%
Faithward Advisors, LLC$1.3M0.19%
RIVERCHASE WEALTH MANAGEMENT, LLC$1.3M0.70%
Avantax Planning Partners, Inc.$1.3M0.04%
KESTRA PRIVATE WEALTH SERVICES, LLC$1.3M0.02%
Essential Planning, LLC.$1.3M0.41%
Compass Ion Advisors, LLC$1.2M0.12%
Horizons Wealth Management$1.2M0.79%
SCS Capital Management LLC$1.2M0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.2M0.08%
High Note Wealth, LLC$1.1M0.22%
Merit Financial Group, LLC$1.1M0.01%
Rossmore Private Capital$1.1M0.10%
Institutions Holding IBTG (322 holders) | AlphaSMO