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Institutions Holding ITOT (1612 holders) | AlphaSMO
Institutions Holding ITOT (1612 holders)
1612 institutions currently hold ITOT, ranked below by position value.
View full stock page for ITOT
Key Holders
Total Value
Avg Weight
Turtle Creek Wealth Advisors, LLC
$8.5M
0.64%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.
$8.4M
0.54%
Monument Capital Management
$8.4M
2.10%
StoneX Group Inc.
$8.4M
0.45%
MONEYWISE, INC.
$8.4M
3.65%
MAGNOLIA CAPITAL ADVISORS LLC
$8.3M
1.63%
LYNCH & ASSOCIATES/IN
$8.2M
1.55%
BIP Wealth, LLC
$8.2M
0.33%
Flagship Private Wealth, LLC
$8.1M
3.30%
Apella Capital, LLC
$8.1M
0.12%
FORBES J M & CO LLP
$8.0M
0.68%
Donor Advised Charitable Giving, Inc.
$8.0M
0.20%
Hardy Reed LLC
$8.0M
0.58%
A&I FINANCIAL SERVICES, LLC
$8.0M
3.77%
HOLLENCREST CAPITAL MANAGEMENT
$7.9M
0.29%
Summit Trail Advisors, LLC
$7.9M
0.11%
National Philanthropic Trust
$7.9M
0.08%
Mosaic Advisors LLC
$7.9M
11.82%
Bradley & Co. Private Wealth Management, LLC
$7.8M
4.11%
Pathstone Holdings, LLC
$7.8M
0.03%
FIRST FINANCIAL BANK - TRUST DIVISION
$7.7M
0.62%
HBK Sorce Advisory LLC
$7.7M
0.15%
Modera Wealth Management, LLC
$7.6M
0.09%
CITADEL ADVISORS LLC
$7.5M
0.00%
MONECO ADVISORS, LLC
$7.4M
0.58%
Diversified Portfolios, Inc.
$7.4M
0.61%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
$7.4M
0.38%
Ironwood Financial, llc
$7.3M
1.28%
Avalon Advisory Group
$7.2M
2.92%
LVZ, Inc.
$7.2M
0.82%
Summit Wealth Partners, LLC
$7.2M
1.14%
DAVIDSON INVESTMENT ADVISORS
$7.2M
0.31%
CIBC WORLD MARKET INC.
$7.1M
0.01%
CLARIS ADVISORS, LLC / MO /
$7.1M
2.12%
Investment Advisory Group, LLC
$7.0M
1.79%
Western Wealth Management, LLC
$7.0M
0.27%
DKM Wealth Management, Inc.
$7.0M
5.05%
Legacy Private Trust Co.
$7.0M
0.43%
Amplius Wealth Advisors, LLC
$7.0M
0.58%
GRAND WEALTH MANAGEMENT, LLC
$6.9M
3.27%
Avior Wealth Management, LLC
$6.9M
0.20%
Wedmont Private Capital
$6.9M
0.22%
Independent Solutions Wealth Management, LLC
$6.8M
1.01%
Foundations Investment Advisors, LLC
$6.8M
0.08%
PARK AVENUE SECURITIES LLC
$6.8M
0.05%
PENNINGTON PARTNERS & CO., LLC
$6.7M
2.31%
Aegis Wealth Management LLC
$6.7M
3.84%
Abound Wealth Management
$6.6M
1.51%
Sigma Planning Corp
$6.6M
0.18%
Hudock, Inc.
$6.6M
0.96%
Arax Advisory Partners
$6.5M
0.18%
Snowden Capital Advisors LLC
$6.4M
0.17%
FRANKLIN RESOURCES INC
$6.4M
0.00%
First Heartland Consultants, Inc.
$6.4M
0.49%
NATIXIS ADVISORS, LLC
$6.4M
0.01%
Wealthcare Advisory Partners LLC
$6.4M
0.12%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
$6.3M
0.09%
VestGen Advisors, LLC
$6.1M
0.16%
Compound Planning, Inc.
$6.1M
0.19%
TSFG, LLC
$6.1M
0.93%
Matthew Goff Investment Advisor, LLC
$6.1M
1.02%
Independent Advisor Alliance
$6.1M
0.07%
DOPKINS WEALTH MANAGEMENT, LLC
$6.1M
2.45%
SUTTON PLACE INVESTORS LLC
$6.1M
3.33%
Capital Planning LLC
$6.1M
1.97%
RITHOLTZ WEALTH MANAGEMENT
$6.0M
0.10%
JOHNSON INVESTMENT COUNSEL INC
$6.0M
0.05%
Sunbelt Securities, Inc.
$6.0M
0.38%
Hassell Wealth Management, LLC
$6.0M
2.01%
Dakota Wealth Management
$6.0M
0.13%
Bleakley Financial Group, LLC
$5.9M
0.09%
AlphaCore Capital LLC
$5.9M
0.14%
Blueprint Investment Partners LLC
$5.9M
0.60%
SHEETS SMITH WEALTH MANAGEMENT
$5.9M
0.66%
BANK OF HAWAII
$5.9M
0.31%
Blueprint Financial Advisors LLC
$5.9M
0.87%
LIBRA WEALTH LLC
$5.8M
1.65%
GeoWealth Management, LLC
$5.8M
0.21%
Fairvoy Private Wealth, LLC
$5.7M
1.37%
ASPIRIANT, LLC
$5.7M
0.16%
HARBOUR INVESTMENTS, INC.
$5.7M
0.09%
Texas Capital Bank Wealth Management Services Inc
$5.7M
0.34%
RIDGECREST WEALTH PARTNERS, LLC
$5.7M
3.15%
FLPUTNAM INVESTMENT MANAGEMENT CO
$5.7M
0.08%
GREENWOOD GEARHART LLC
$5.6M
0.30%
Capital Advisors, Ltd. LLC
$5.6M
0.64%
Yukon Wealth Management, Inc.
$5.6M
3.33%
MBA Advisors LLC
$5.5M
2.12%
Wealth Management Associates, Inc.
$5.5M
1.90%
BlackDiamond Wealth Management, LLC
$5.5M
2.63%
Glen Eagle Advisors, LLC
$5.4M
0.75%
CFS Investment Advisory Services, LLC
$5.4M
0.37%
Legacy Financial Group LLC
$5.3M
0.67%
Soltis Investment Advisors LLC
$5.3M
0.33%
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
$5.3M
3.32%
Keystone Financial Group
$5.2M
0.36%
MA Private Wealth
$5.2M
0.87%
Columbus Macro, LLC
$5.2M
0.55%
GWN SECURITIES INC.
$5.1M
0.98%
Prospera Financial Services Inc
$5.0M
0.08%
Allie Family Office LLC
$5.0M
2.20%
Envestnet Portfolio Solutions, Inc.
$5.0M
0.03%
Vontobel Holding Ltd.
$5.0M
0.02%
Concurrent Investment Advisors, LLC
$5.0M
0.05%
World Investment Advisors
$5.0M
0.08%
CANANDAIGUA NATIONAL CORP
$5.0M
0.45%
Centerline Wealth Advisors, LLC
$4.9M
1.76%
US BANCORP \DE\
$4.9M
0.01%
Blue Fin Capital, Inc.
$4.9M
0.80%
BAKER TILLY WEALTH MANAGEMENT, LLC
$4.8M
1.18%
Hoxton Planning & Management, LLC
$4.8M
1.45%
Fonville Wealth Management LLC
$4.8M
0.92%
NYL Investors LLC
$4.8M
1.82%
DOLIVER ADVISORS, LP
$4.8M
1.09%
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC
$4.7M
0.26%
LAZARD ASSET MANAGEMENT LLC
$4.7M
0.01%
MorganRosel Wealth Management, LLC
$4.7M
1.84%
RW Investment Management LLC
$4.6M
0.45%
MONETA GROUP INVESTMENT ADVISORS LLC
$4.6M
0.03%
UNIQUE WEALTH, LLC
$4.6M
0.64%
Pitcairn Wealth Advisors LLC
$4.6M
0.42%
ENDEAVOR PRIVATE WEALTH, INC.
$4.5M
1.29%
Shepherd Street Advisors LLC
$4.5M
4.42%
GSG Advisors LLC
$4.5M
1.16%
Belleair Asset Management, LLC
$4.5M
4.06%
IHT Wealth Management, LLC
$4.4M
0.10%
EP Wealth Advisors, LLC
$4.4M
0.02%
Aspen Wealth Management LLC
$4.4M
0.88%
Claro Advisors Inc.
$4.4M
0.52%
NewEdge Wealth, LLC
$4.3M
0.05%
TFO Wealth Partners, LLC
$4.3M
0.59%
SmartHarvest Portfolios, LLC
$4.3M
1.80%
Connecticut Capital Management Group, LLC
$4.3M
4.04%
Apollon Wealth Management, LLC
$4.2M
0.07%
Alliance Wealth Management Group
$4.2M
0.92%
RFG Advisory, LLC
$4.2M
0.08%
Symphony Financial Services, Inc.
$4.2M
2.15%
Strategic Blueprint, LLC
$4.2M
0.24%
SENTINEL PENSION ADVISORS, LLC
$4.2M
0.62%
SIGMA INVESTMENT COUNSELORS INC
$4.2M
0.22%
Able Wealth Management LLC
$4.1M
1.11%
Montecito Bank & Trust
$4.1M
0.68%
Vericrest Private Wealth
$4.1M
3.70%
RF&L WEALTH MANAGEMENT, LLC
$4.1M
3.08%
Tower Research Capital LLC (TRC)
$4.1M
0.11%
FORTE ASSET MANAGEMENT LLC
$4.0M
1.77%
Asset Dedication, LLC
$4.0M
0.28%
FORMULATE FINANCIAL LLC
$4.0M
4.88%
Segment Wealth Management, LLC
$3.9M
0.23%
Joel Isaacson & Co., LLC
$3.9M
0.13%
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