αAlphaSMO

Institutions Holding IDMO (266 holders)

266 institutions currently hold IDMO, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
LPL Financial LLC$308.3M0.08%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$171.9M0.11%
Cetera Investment Advisers$115.1M0.12%
SHP Wealth Management$109.9M8.29%
RAYMOND JAMES FINANCIAL INC$81.7M0.03%
GREAT VALLEY ADVISOR GROUP, INC.$76.3M1.39%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$56.7M0.01%
Equitable Holdings, Inc.$40.3M0.26%
COMMONWEALTH EQUITY SERVICES, LLC$39.5M0.06%
OSAIC HOLDINGS, INC.$34.9M0.05%
ADAMSBROWN WEALTH CONSULTANTS LLC$32.6M8.62%
Cambridge Investment Research Advisors, Inc.$31.6M0.08%
RFG Advisory, LLC$31.3M0.57%
HighTower Advisors, LLC$31.0M0.03%
ENVESTNET ASSET MANAGEMENT INC$30.7M0.01%
Drake & Associates, LLC$30.1M5.73%
CWM, LLC$29.6M0.08%
BANK OF AMERICA CORP /DE/$29.4M0.00%
MML INVESTORS SERVICES, LLC$28.1M0.08%
PLANNING ALTERNATIVES LTD /ADV$26.5M3.42%
Gratus Wealth Advisors, LLC$25.1M3.62%
MANCHESTER FINANCIAL INC$25.0M4.80%
McIlrath & Eck, LLC$25.0M1.85%
Rooted Wealth Advisors, Inc.$22.6M5.97%
Retirement Management Systems Inc.$22.2M5.36%
Whitaker-Myers Wealth Managers, LTD.$21.8M4.35%
Insight Wealth Strategies, LLC$20.2M2.26%
WELLS FARGO & COMPANY/MN$19.6M0.00%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$17.9M0.04%
Private Advisor Group, LLC$17.1M0.08%
Kestra Advisory Services, LLC$17.0M0.06%
MERCER GLOBAL ADVISORS INC /ADV$16.6M0.02%
Three Cord True Wealth Management, LLC$15.9M8.84%
Ameritas Advisory Services, LLC$15.7M0.61%
D'Orazio & Associates, Inc.$15.6M2.01%
Modern Wealth Management, LLC$14.0M0.24%
Kovack Advisors, Inc.$13.1M0.70%
Clark Wealth Partners$12.9M8.69%
Brookstone Capital Management$12.8M0.15%
TITLEIST ASSET MANAGEMENT, LLC$12.5M0.94%
StoneCrest Wealth Management, Inc.$12.4M5.23%
Bucket List Wealth Management, LLC$11.8M7.09%
Janney Montgomery Scott LLC$11.6M0.03%
Per Stirling Capital Management, LLC.$11.0M1.21%
Amplius Wealth Advisors, LLC$10.5M0.88%
Cyr Financial Inc.$10.4M6.12%
Kingsview Wealth Management, LLC$10.4M0.14%
CENTAURUS FINANCIAL, INC.$10.2M0.49%
Avid Wealth Partners LLC$9.8M4.64%
SILVER OAK SECURITIES, INCORPORATED$9.4M0.69%
Tidemark, LLC$9.2M2.33%
Systelligence, LLC$9.1M1.76%
Meridian Wealth Management, LLC$8.9M0.31%
CITADEL ADVISORS LLC$8.5M0.00%
Alpine Bank Wealth Management$8.2M1.19%
JPMORGAN CHASE & CO$8.1M0.00%
Dogwood Wealth Management LLC$8.0M3.48%
IFC & Insurance Marketing, Inc.$7.7M8.03%
Trademark Financial Management, LLC$7.5M3.67%
WealthCare Investment Partners, LLC$7.4M2.06%
Legend Financial Advisors, Inc.$6.9M4.42%
HARBOUR INVESTMENTS, INC.$6.8M0.11%
Hidden Cove Wealth Management, LLC$6.8M4.37%
TruWealth Advisors, LLC$5.9M0.28%
Welch Financial Planning, LLC$5.8M4.19%
Atria Investments, Inc$5.7M0.06%
Able Wealth Management LLC$5.6M1.49%
Baird Financial Group, Inc.$5.5M0.01%
Horizon Investment Services, LLC$5.5M1.90%
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.$5.3M2.96%
SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.3M0.00%
Sigma Planning Corp$5.1M0.14%
San Luis Wealth Advisors LLC$5.0M0.83%
SMITH, MOORE & CO.$5.0M0.36%
THOROUGHBRED FINANCIAL SERVICES, LLC$4.8M0.29%
Capital Developers, LLC$4.8M4.30%
Westwind Capital$4.8M1.20%
USAdvisors Wealth Management, LLC$4.7M1.57%
JANE STREET GROUP, LLC$4.6M0.00%
Urban Wealth Management, LLC$4.5M4.59%
PERSPECTIVE WEALTH ADVISORS LLC$4.4M2.84%
Paladin Advisory Group, LLC$4.2M3.18%
FOUNDERS FINANCIAL SECURITIES LLC$4.2M0.23%
CPWA, LLC$4.1M4.89%
STIFEL FINANCIAL CORP$4.1M0.00%
&PARTNERS$4.0M0.02%
Greenline Wealth Management LLC$3.9M4.45%
INDEPENDENT FINANCIAL GROUP, LLC$3.7M0.08%
PCG Wealth Advisors, LLC$3.7M0.92%
Marshall & Sterling Wealth Advisors Inc.$3.6M2.38%
Professional Financial Advisors, LLC$3.6M0.73%
Performance Wealth Partners, LLC$3.6M0.10%
Perigon Wealth Management, LLC$3.5M0.06%
LEAVELL INVESTMENT MANAGEMENT, INC.$3.4M0.14%
WJ Wealth Management, LLC$3.4M1.58%
KRAEMATON INVESTMENT ADVISORS, INC$3.3M2.72%
TRUIST FINANCIAL CORP$3.2M0.00%
RDA Financial Network$3.1M0.78%
Wise Wealth Partners$3.1M4.18%
Ascentis Independent Advisors$3.0M0.22%
Faithward Advisors, LLC$2.9M0.41%
Embree Financial Group$2.8M0.33%
OPTIMA CAPITAL LLC$2.8M1.30%
CreativeOne Wealth, LLC$2.8M0.06%
Riverstone Advisors, LLC$2.8M1.37%
CPA Asset Management Group, LLC$2.8M0.93%
Cedar Wealth Management, LLC$2.7M0.78%
WPG Advisers, LLC$2.6M1.95%
ROYAL BANK OF CANADA$2.6M0.00%
Clear Creek Financial Management, LLC$2.6M0.20%
Integrated Wealth Concepts LLC$2.6M0.02%
HBW ADVISORY SERVICES LLC$2.5M0.27%
Gladstone Institutional Advisory LLC$2.5M0.09%
Sanctuary Advisors, LLC$2.4M0.01%
Steward Partners Investment Advisory, LLC$2.4M0.01%
PRINCIPAL SECURITIES, INC.$2.2M0.03%
Annex Advisory Services, LLC$2.2M0.04%
MPWM ADVISORY SOLUTIONS, LLC$2.2M1.15%
Meriwether Wealth & Planning, LLC$2.2M1.18%
Farther Finance Advisors, LLC$2.1M0.02%
KESTRA PRIVATE WEALTH SERVICES, LLC$2.1M0.03%
Strategic Financial Concepts, LLC$1.9M0.47%
Belpointe Asset Management LLC$1.9M0.07%
Secure Asset Management, LLC$1.7M0.27%
Envision Financial Transparency, LLC$1.6M1.59%
Clarity Asset Management, Inc.$1.6M0.83%
GTS SECURITIES LLC$1.6M0.06%
Tempus Wealth Planning, LLC$1.6M0.37%
Lifetime Wealth Management P.C.$1.6M0.92%
Linscomb Wealth, Inc.$1.6M0.07%
Flagship Capital Management Inc.$1.6M1.16%
Apollon Wealth Management, LLC$1.5M0.03%
Dana Investment Advisors, Inc.$1.5M0.04%
Betterment LLC$1.5M0.00%
ATLAS CAPITAL ADVISORS INC.$1.5M0.17%
Evergreen Wealth Partners LLC$1.4M1.04%
Independent Advisor Alliance$1.4M0.01%
Tower Wealth Partners, Inc.$1.3M0.73%
LongView Wealth Management$1.3M0.33%
Continuum Advisory, LLC$1.2M0.12%
EverSource Wealth Advisors, LLC$1.2M0.04%
LexAurum Advisors, LLC$1.2M0.15%
Valued Retirements, Inc.$1.1M1.11%
Pachira Investments Inc.$1.1M0.50%
CGC Financial Services, LLC$1.0M0.30%
Creative Planning$1.0M0.00%
Southland Equity Partners LLC$996.5K0.19%
Mariner, LLC$986.3K0.00%
Essex Financial Services, Inc.$952.2K0.05%
ARBOR CAPITAL MANAGEMENT INC /ADV$952.2K0.78%