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Institutions Holding IBTH (312 holders)

312 institutions currently hold IBTH, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
HM PAYSON & CO$151.6M2.19%
BANK OF AMERICA CORP /DE/$84.5M0.01%
MORGAN STANLEY$83.2M0.01%
GLOBALT Investments LLC / GA$67.3M2.40%
NorthCoast Asset Management LLC$59.2M1.37%
WELLS FARGO & COMPANY/MN$55.9M0.01%
MERCER GLOBAL ADVISORS INC /ADV$55.3M0.08%
ENVESTNET ASSET MANAGEMENT INC$42.6M0.01%
RAYMOND JAMES FINANCIAL INC$42.0M0.01%
LPL Financial LLC$40.6M0.01%
Brookstone Capital Management$38.6M0.44%
UBS Group AG$38.1M0.01%
TRUE Private Wealth Advisors$37.6M3.59%
UNITED CAPITAL FINANCIAL ADVISORS, LLC$33.2M0.20%
Focus Partners Wealth$31.5M0.04%
Integrated Wealth Concepts LLC$29.5M0.23%
Stratos Wealth Advisors, LLC$28.9M1.77%
Connecticut Wealth Management, LLC$27.8M1.17%
Financial Advisory Corp$27.0M3.76%
Merit Financial Group, LLC$26.6M0.20%
Stratos Wealth Partners, LTD.$23.5M0.27%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$21.1M0.31%
Capital Investment Advisors, LLC$20.2M0.30%
Journey Advisory Group, LLC$19.6M1.67%
OneAscent Financial Services LLC$18.2M0.99%
MKT Advisors LLC$18.0M6.03%
Denver PWM, LLC$17.3M5.95%
Asset Advisors Investment Management, LLC$16.7M1.59%
Carnegie Investment Counsel$16.5M0.32%
TITLEIST ASSET MANAGEMENT, LLC$15.4M1.16%
BlackRock, Inc.$15.1M0.00%
FULTON BANK, N.A.$14.2M0.50%
OSAIC HOLDINGS, INC.$13.8M0.02%
MV CAPITAL MANAGEMENT, INC.$13.6M1.33%
ROYAL BANK OF CANADA$13.4M0.00%
Krilogy Financial LLC$13.2M0.42%
CWM, LLC$12.6M0.03%
Wealth Management Strategies, Inc.$12.0M5.45%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$12.0M0.01%
SHELTON WEALTH MANAGEMENT, LLC$10.2M4.48%
Sanctuary Advisors, LLC$9.6M0.05%
CHATHAM CAPITAL GROUP, INC.$9.4M1.36%
Apella Capital, LLC$9.2M0.14%
BIP Wealth, LLC$9.2M0.37%
Baird Financial Group, Inc.$8.8M0.01%
COMMONWEALTH EQUITY SERVICES, LLC$8.4M0.01%
Delta Wealth Advisors LLC$8.4M6.37%
EIGHT 31 FINANCIAL, LLC$8.0M4.82%
Hilltop Holdings Inc.$7.8M0.71%
Financial Engines Advisors L.L.C.$7.7M0.02%
L2 Asset Management, LLC$7.3M0.69%
Janney Montgomery Scott LLC$7.3M0.02%
Northstar Group, Inc.$7.3M1.03%
Flavin Financial Services, Inc.$7.2M4.85%
FAGAN ASSOCIATES, INC.$6.7M0.94%
AMERIPRISE FINANCIAL INC$6.5M0.00%
STIFEL FINANCIAL CORP$6.2M0.01%
BOSTON FAMILY OFFICE LLC$6.1M0.41%
REBALANCE, LLC$6.1M0.35%
Midwest Professional Planners, LTD.$5.9M1.40%
Steward Partners Investment Advisory, LLC$5.5M0.03%
Independent Advisor Alliance$5.4M0.06%
Asset Dedication, LLC$5.4M0.38%
LEAVELL INVESTMENT MANAGEMENT, INC.$5.3M0.22%
Stockman Wealth Management, Inc.$5.1M0.56%
Belpointe Asset Management LLC$5.1M0.19%
TRUIST FINANCIAL CORP$5.0M0.01%
Old Port Advisors$4.9M1.13%
Atlantic Private Wealth, LLC$4.7M3.07%
Parkside Financial Bank & Trust$4.5M0.34%
Legacy Private Trust Co.$4.5M0.28%
Eldridge Investment Advisors, Inc.$4.4M0.97%
CAPTRUST FINANCIAL ADVISORS$4.4M0.01%
Thrivent Financial for Lutherans$4.3M0.01%
CENTRAL TRUST Co$4.3M0.08%
Cetera Investment Advisers$4.2M0.00%
D.A. DAVIDSON & CO.$4.1M0.02%
SIGNATUREFD, LLC$3.8M0.06%
Accretive Wealth Partners, LLC$3.6M1.01%
Portland Global Advisors LLC$3.6M0.38%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.6M0.01%
Probity Advisors, Inc.$3.4M0.54%
Ashton Thomas Private Wealth, LLC$3.3M0.08%
Gradient Investments LLC$3.3M0.05%
PARK AVENUE SECURITIES LLC$3.3M0.03%
Cornerstone Planning, LLC$3.1M0.70%
MAI Capital Management$3.1M0.02%
Allworth Financial LP$3.1M0.01%
HighTower Advisors, LLC$3.0M0.00%
Lantz Financial LLC$3.0M0.62%
SCS Capital Management LLC$2.9M0.03%
Wealthspire Advisors, LLC$2.9M0.02%
Valmark Advisers, Inc.$2.8M0.03%
Cambridge Investment Research Advisors, Inc.$2.8M0.01%
Parallel Advisors, LLC$2.8M0.05%
SEI INVESTMENTS CO$2.7M0.00%
HOWLAND CAPITAL MANAGEMENT LLC$2.6M0.10%
Atria Investments, Inc$2.6M0.03%
Centennial Advisors, LLC$2.5M3.12%
Pinnacle Financial Partners, Inc.$2.4M0.02%
Mechanics Bank Trust Department$2.4M0.33%
CreativeOne Wealth, LLC$2.3M0.05%
TFR Capital, LLC.$2.3M0.71%
Hughes Financial Services, LLC$2.2M0.35%
JIM SAULNIER & ASSOCIATES, LLC$2.2M1.07%
THOROUGHBRED FINANCIAL SERVICES, LLC$2.1M0.13%
MOULTON WEALTH MANAGEMENT, INC$2.1M1.45%
GOULD ASSET MANAGEMENT LLC /CA/$2.1M0.37%
Penobscot Investment Management Company, Inc.$2.1M0.16%
IFP Advisors, Inc$2.0M0.04%
KOM Wealth Management Group, LLC$1.9M1.31%
Associated Banc-Corp$1.9M0.05%
Leo Wealth, LLC$1.9M0.14%
Modern Wealth Management, LLC$1.8M0.03%
SUMMITPOINT CAPITAL MANAGEMENT$1.7M2.20%
Modera Wealth Management, LLC$1.7M0.02%
Foundry Financial Group, Inc.$1.7M0.83%
Cerity Partners LLC$1.7M0.00%
Scissortail Wealth Management, LLC$1.6M0.33%
KFG WEALTH MANAGEMENT, LLC$1.6M0.21%
Creative Planning$1.6M0.00%
MGO ONE SEVEN LLC$1.5M0.03%
Montecito Bank & Trust$1.5M0.25%
Klaas Financial Asset Advisors, LLC$1.5M0.21%
Reliant Wealth Planning$1.5M0.45%
Cannon Financial Strategists, Inc.$1.4M0.19%
Compass Ion Advisors, LLC$1.4M0.14%
Heartland Bank & Trust Co$1.4M0.32%
Equitable Holdings, Inc.$1.4M0.01%
GTS SECURITIES LLC$1.3M0.05%
Avantax Planning Partners, Inc.$1.3M0.04%
Kestra Advisory Services, LLC$1.3M0.00%
Mariner, LLC$1.2M0.00%
Lido Advisors, LLC$1.2M0.00%
MML INVESTORS SERVICES, LLC$1.1M0.00%
SkyView Investment Advisors, LLC$1.1M0.15%
Fourth Dimension Wealth, LLC$1.1M0.40%
Horizons Wealth Management$1.1M0.70%
RIVERCHASE WEALTH MANAGEMENT, LLC$1.1M0.55%
BARRETT & COMPANY, INC.$1.0M0.36%
Summit Wealth Partners, LLC$1.0M0.16%
Mill Creek Capital Advisors, LLC$1.0M0.02%
Straight Path Wealth Management$972.3K0.26%
Great Diamond Partners, LLC$941.2K0.18%
Rossmore Private Capital$923.9K0.08%
Granite Harbor Advisors, Inc.$916.4K0.40%
TRANSCEND CAPITAL ADVISORS, LLC$898.3K0.07%
DUDLEY CAPITAL MANAGEMENT, LLC$882.1K0.39%
KING LUTHER CAPITAL MANAGEMENT CORP$880.5K0.00%
Apollon Wealth Management, LLC$874.4K0.01%