On this page, we present all of the funds holding AGG from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding AGG, with a link to that fund's top holdings. The next columns indicate the amount of AGG stock held by each of the funds holding AGG, followed by the AGG position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 1717 funds holding AGG within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Jones Financial Companies Lllp. For more details on the positions held by Jones Financial Companies Lllp (or by any of the other funds holding AGG), click the fund name in the "Holder" column of the funds-holding-AGG table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Jones Financial Companies Lllp | 88,551,553 | $8,788,742 | 12/31/2023 |
AGG | 88,551,553 | $8,788,742 | 12/31/2023 |
Raymond James & Associates | 66,048,359 | $6,468,776 | 03/31/2024 |
AGG | 66,048,359 | $6,468,776 | 03/31/2024 |
Wells Fargo & Company MN | 54,225,886 | $5,381,919 | 12/31/2023 |
AGG | 54,225,886 | $5,381,919 | 12/31/2023 |
BlackRock Inc. | 44,781,966 | $4,444,610 | 12/31/2023 |
AGG | 44,781,966 | $4,444,610 | 12/31/2023 |
Bank of America Corp DE | 42,145,839 | $4,182,975 | 12/31/2023 |
AGG | 42,145,839 | $4,182,975 | 12/31/2023 |
Envestnet Asset Management Inc. | 40,781,811 | $4,047,595 | 12/31/2023 |
AGG | 40,781,811 | $4,047,595 | 12/31/2023 |
US Bancorp DE | 29,007,988 | $2,879,058 | 12/31/2023 |
AGG | 29,007,988 | $2,879,058 | 12/31/2023 |
Morgan Stanley | 27,892,765 | $2,768,357 | 12/31/2023 |
AGG | 27,892,765 | $2,768,357 | 12/31/2023 |
Goldman Sachs Group Inc. | 19,255,862 | $1,911,144 | 12/31/2023 |
AGG | 19,255,862 | $1,911,144 | 12/31/2023 |
FMR LLC | 15,404,607 | $1,528,907 | 12/31/2023 |
AGG | 15,404,607 | $1,528,907 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 15,072,789 | $1,495,974 | 12/31/2023 |
AGG | 15,072,789 | $1,495,974 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 14,770,769 | $1,465,999 | 12/31/2023 |
AGG | 14,770,769 | $1,465,999 | 12/31/2023 |
Charles Schwab Investment Management Inc. | 14,216,812 | $1,411,019 | 12/31/2023 |
AGG | 14,216,812 | $1,411,019 | 12/31/2023 |
Northern Trust Corp | 13,975,446 | $1,387,063 | 12/31/2023 |
AGG | 13,975,446 | $1,387,063 | 12/31/2023 |
Creative Planning | 12,555,162 | $1,246,100 | 12/31/2023 |
AGG | 12,555,162 | $1,246,100 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 10,420,989 | $1,020,632 | 03/31/2024 |
AGG | 10,420,989 | $1,020,632 | 03/31/2024 |
Acorns Advisers LLC | 9,662,609 | $959,014 | 12/31/2023 |
AGG | 9,662,609 | $959,014 | 12/31/2023 |
Betterment LLC | 9,616,008 | $954,389 | 12/31/2023 |
AGG | 9,616,008 | $954,389 | 12/31/2023 |
WealthNavi Inc. | 9,472,127 | $927,700 | 03/31/2024 |
AGG | 9,472,127 | $927,700 | 03/31/2024 |
UBS Group AG | 9,233,009 | $916,376 | 12/31/2023 |
AGG | 9,233,009 | $916,376 | 12/31/2023 |
First Citizens Bank & Trust Co. | 9,324,792 | $913,270 | 03/31/2024 |
AGG | 9,324,792 | $913,270 | 03/31/2024 |
JPMorgan Chase & Co. | 8,929,202 | $886,224 | 12/31/2023 |
AGG | 8,929,202 | $886,224 | 12/31/2023 |
Ameriprise Financial Inc. | 8,722,750 | $867,335 | 12/31/2023 |
AGG | 8,722,750 | $867,335 | 12/31/2023 |
United Services Automobile Association | 8,158,182 | $809,700 | 12/31/2023 |
AGG | 8,158,182 | $809,700 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 8,015,551 | $795,543 | 12/31/2023 |
AGG | 8,015,551 | $795,543 | 12/31/2023 |
TIAA Trust National Association | 7,595,175 | $754,202 | 12/31/2023 |
AGG | 7,595,175 | $754,202 | 12/31/2023 |
Prudential Financial Inc. | 7,431,992 | $737,625 | 12/31/2023 |
AGG | 7,431,992 | $737,625 | 12/31/2023 |
LPL Financial LLC | 7,072,849 | $701,980 | 12/31/2023 |
AGG | 7,072,849 | $701,980 | 12/31/2023 |
P E Global LLC | 6,745,576 | $669,498 | 12/31/2023 |
AGG | 6,745,576 | $669,498 | 12/31/2023 |
Truist Financial Corp | 6,382,581 | $633,471 | 12/31/2023 |
AGG | 6,382,581 | $633,471 | 12/31/2023 |
Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 6,379,116 | $633,127 | 12/31/2023 |
AGG | 6,379,116 | $633,127 | 12/31/2023 |
Factory Mutual Insurance Co. | 6,125,091 | $599,891 | 03/31/2024 |
AGG | 6,125,091 | $599,891 | 03/31/2024 |
Global Assets Advisory LLC | 5,861,868 | $574,111 | 03/31/2024 |
AGG | 5,861,868 | $574,111 | 03/31/2024 |
MEMBERS Trust Co | 5,697,795 | $558,042 | 03/31/2024 |
AGG | 5,697,795 | $558,042 | 03/31/2024 |
The PNC Financial Services Group Inc. | 5,582,929 | $554,106 | 12/31/2023 |
AGG | 5,582,929 | $554,106 | 12/31/2023 |
Stifel Financial Corp | 5,384,209 | $534,387 | 12/31/2023 |
AGG | 5,384,209 | $534,387 | 12/31/2023 |
Bank of New York Mellon Corp | 5,346,714 | $523,657 | 03/31/2024 |
AGG | 5,346,714 | $523,657 | 03/31/2024 |
Raymond James Financial Services Advisors Inc. | 5,330,712 | $522,090 | 03/31/2024 |
AGG | 5,330,712 | $522,090 | 03/31/2024 |
Mariner LLC | 4,924,155 | $488,723 | 12/31/2023 |
AGG | 4,924,155 | $488,723 | 12/31/2023 |
Advisor Group Holdings Inc. | 3,686,650 | $365,994 | 12/31/2023 |
AGG | 3,686,650 | $365,994 | 12/31/2023 |
Royal Bank of Canada | 3,590,000 | $356,307 | 12/31/2023 |
AGG | 3,590,000 | $356,307 | 12/31/2023 |
D.A. Davidson & CO. | 3,576,770 | $354,994 | 12/31/2023 |
AGG | 3,576,770 | $354,994 | 12/31/2023 |
Captrust Financial Advisors | 3,518,843 | $349,245 | 12/31/2023 |
AGG | 3,518,843 | $349,245 | 12/31/2023 |
Avantax Advisory Services Inc. | 3,514,713 | $348,835 | 12/31/2023 |
AGG | 3,514,713 | $348,835 | 12/31/2023 |
Janus Henderson Group PLC | 2,951,669 | $292,953 | 12/31/2023 |
AGG | 2,951,669 | $292,953 | 12/31/2023 |
SageView Advisory Group LLC | 2,961,015 | $291,644 | 12/31/2023 |
AGG | 2,961,015 | $291,644 | 12/31/2023 |
Citigroup Inc. | 2,886,602 | $286,495 | 12/31/2023 |
AGG | 2,886,602 | $286,495 | 12/31/2023 |
SigFig Wealth Management LLC | 2,744,117 | $272,020 | 12/31/2023 |
AGG | 2,744,117 | $272,020 | 12/31/2023 |
Balentine LLC | 2,388,367 | $237,045 | 12/31/2023 |
AGG | 2,388,367 | $237,045 | 12/31/2023 |
South Dakota Investment Council | 2,344,500 | $232,692 | 12/31/2023 |
AGG | 2,344,500 | $232,692 | 12/31/2023 |
Alliancebernstein L.P. | 2,228,208 | $221,150 | 12/31/2023 |
AGG | 2,228,208 | $221,150 | 12/31/2023 |
Commonwealth Equity Services LLC | 2,102,352 | $208,659 | 12/31/2023 |
AGG | 2,102,352 | $208,659 | 12/31/2023 |
Sequoia Financial Advisors LLC | 2,080,764 | $206,516 | 12/31/2023 |
AGG | 2,080,764 | $206,516 | 12/31/2023 |
Allspring Global Investments Holdings LLC | 2,042,285 | $200,021 | 03/31/2024 |
AGG | 2,042,285 | $200,021 | 03/31/2024 |
Ronald Blue Trust Inc. | 2,099,658 | $197,452 | 12/31/2023 |
AGG | 2,099,658 | $197,452 | 12/31/2023 |
Cetera Advisor Networks LLC | 1,927,596 | $191,314 | 12/31/2023 |
AGG | 1,927,596 | $191,314 | 12/31/2023 |
HighTower Advisors LLC | 1,912,437 | $189,712 | 12/31/2023 |
AGG | 1,912,437 | $189,712 | 12/31/2023 |
EP Wealth Advisors LLC | 1,796,961 | $178,348 | 12/31/2023 |
AGG | 1,796,961 | $178,348 | 12/31/2023 |
Quotient Wealth Partners LLC | 1,764,387 | $175,115 | 12/31/2023 |
AGG | 1,764,387 | $175,115 | 12/31/2023 |
Geisinger Health | 1,759,432 | $174,624 | 12/31/2023 |
AGG | 1,759,432 | $174,624 | 12/31/2023 |
Edgehill Endowment Partners LLC | 1,730,374 | $171,740 | 12/31/2023 |
AGG | 1,730,374 | $171,740 | 12/31/2023 |
Summit Trail Advisors LLC | 1,737,414 | $170,162 | 03/31/2024 |
AGG | 1,737,414 | $170,162 | 03/31/2024 |
Vantagepoint Investment Advisers LLC | 1,698,198 | $168,546 | 12/31/2023 |
AGG | 1,698,198 | $168,546 | 12/31/2023 |
Mackenzie Financial Corp | 1,531,200 | $151,972 | 12/31/2023 |
AGG | 1,531,200 | $151,972 | 12/31/2023 |
Axxcess Wealth Management LLC | 1,517,919 | $150,653 | 12/31/2023 |
AGG | 1,517,919 | $150,653 | 12/31/2023 |
Stairway Partners LLC | 1,525,427 | $149,400 | 03/31/2024 |
AGG | 1,525,427 | $149,400 | 03/31/2024 |
Capital Asset Advisory Services LLC | 1,540,974 | $148,981 | 03/31/2024 |
AGG | 1,540,974 | $148,981 | 03/31/2024 |
Empower Advisory Group LLC | 1,479,392 | $146,830 | 12/31/2023 |
AGG | 1,479,392 | $146,830 | 12/31/2023 |
Cetera Investment Advisers | 1,455,526 | $144,461 | 12/31/2023 |
AGG | 1,455,526 | $144,461 | 12/31/2023 |
Mill Creek Capital Advisors LLC | 1,440,620 | $142,981 | 12/31/2023 |
AGG | 1,440,620 | $142,981 | 12/31/2023 |
Prime Capital Investment Advisors LLC | 1,426,943 | $141,624 | 12/31/2023 |
AGG | 1,426,943 | $141,624 | 12/31/2023 |
GenTrust LLC | 1,438,348 | $140,872 | 03/31/2024 |
AGG | 1,438,348 | $140,872 | 03/31/2024 |
Mitsubishi UFJ Trust & Banking Corp | 1,413,455 | $140,285 | 12/31/2023 |
AGG | 1,413,455 | $140,285 | 12/31/2023 |
Disciplina Capital Management LLC | 1,388,929 | $137,851 | 12/31/2023 |
AGG | 1,388,929 | $137,851 | 12/31/2023 |
Charter Oak Capital Management LLC | 1,394,141 | $136,542 | 03/31/2024 |
AGG | 1,394,141 | $136,542 | 03/31/2024 |
Cahaba Wealth Management Inc. | 1,366,297 | $133,815 | 03/31/2024 |
AGG | 1,366,297 | $133,815 | 03/31/2024 |
Hsbc Holdings PLC | 1,339,182 | $132,914 | 12/31/2023 |
AGG | 1,339,182 | $132,914 | 12/31/2023 |
1832 Asset Management L.P. | 1,251,816 | $124,243 | 12/31/2023 |
AGG | 1,251,816 | $124,243 | 12/31/2023 |
Cerity Partners LLC | 1,249,782 | $124,041 | 12/31/2023 |
AGG | 1,249,782 | $124,041 | 12/31/2023 |
Bank of Montreal Can | 1,228,912 | $122,209 | 12/31/2023 |
AGG | 1,228,912 | $122,209 | 12/31/2023 |
Assetmark Inc. | 1,229,120 | $121,990 | 12/31/2023 |
AGG | 1,229,120 | $121,990 | 12/31/2023 |
BKD Wealth Advisors LLC | 1,232,022 | $120,664 | 03/31/2024 |
AGG | 1,232,022 | $120,664 | 03/31/2024 |
Charles Schwab Trust Co | 1,217,636 | $119,255 | 03/31/2024 |
AGG | 1,217,636 | $119,255 | 03/31/2024 |
Country Trust Bank | 1,207,043 | $118,218 | 03/31/2024 |
AGG | 1,207,043 | $118,218 | 03/31/2024 |
Mason Street Advisors LLC | 1,184,500 | $117,562 | 12/31/2023 |
AGG | 1,184,500 | $117,562 | 12/31/2023 |
Brookstone Capital Management | 1,158,576 | $113,471 | 03/31/2024 |
AGG | 1,158,576 | $113,471 | 03/31/2024 |
Cambridge Investment Research Advisors Inc. | 1,128,732 | $110,548 | 03/31/2024 |
AGG | 1,128,732 | $110,548 | 03/31/2024 |
CI Private Wealth LLC | 1,079,870 | $107,177 | 12/31/2023 |
AGG | 1,079,870 | $107,177 | 12/31/2023 |
MML Investors Services LLC | 1,068,147 | $106,014 | 12/31/2023 |
AGG | 1,068,147 | $106,014 | 12/31/2023 |
Principal Securities Inc. | 1,033,622 | $102,587 | 12/31/2023 |
AGG | 1,033,622 | $102,587 | 12/31/2023 |
Destination Wealth Management | 1,012,806 | $100,521 | 12/31/2023 |
AGG | 1,012,806 | $100,521 | 12/31/2023 |
Sumitomo Mitsui Trust Holdings Inc. | 992,594 | $97,215 | 03/31/2024 |
AGG | 992,594 | $97,215 | 03/31/2024 |
Evoke Wealth LLC | 970,876 | $96,359 | 12/31/2023 |
AGG | 970,876 | $96,359 | 12/31/2023 |
Rational Advisors LLC | 973,864 | $95,380 | 03/31/2024 |
AGG | 973,864 | $95,380 | 03/31/2024 |
Cliftonlarsonallen Wealth Advisors LLC | 955,774 | $94,861 | 12/31/2023 |
AGG | 955,774 | $94,861 | 12/31/2023 |
Baird Financial Group Inc. | 916,140 | $90,927 | 12/31/2023 |
AGG | 916,140 | $90,927 | 12/31/2023 |
Barings LLC | 911,537 | $90,470 | 12/31/2023 |
AGG | 911,537 | $90,470 | 12/31/2023 |
Lido Advisors LLC | 904,481 | $89,770 | 12/31/2023 |
AGG | 904,481 | $89,770 | 12/31/2023 |
Rock Creek Group LP | 895,991 | $89,211 | 12/31/2023 |
AGG | 895,991 | $89,211 | 12/31/2023 |
BNP Paribas Arbitrage SA | 889,743 | $88,307 | 12/31/2023 |
AGG | 889,743 | $88,307 | 12/31/2023 |
Punch & Associates Investment Management Inc. | $87,924 | 12/31/2023 | |
Call | 885 | $87,836 | 12/31/2023 |
AGG | 885 | $88 | 12/31/2023 |
McKinley Carter Wealth Services Inc. | 890,962 | $87,261 | 03/31/2024 |
AGG | 890,962 | $87,261 | 03/31/2024 |
Keybank National Association OH | 873,048 | $86,650 | 12/31/2023 |
AGG | 873,048 | $86,650 | 12/31/2023 |
Granite Bay Wealth Management LLC | 914,678 | $86,244 | 12/31/2023 |
AGG | 914,678 | $86,244 | 12/31/2023 |
Graves Light Private Wealth Management Inc. | 863,350 | $85,688 | 12/31/2023 |
AGG | 863,350 | $85,688 | 12/31/2023 |
Schroder Investment Management Group | 848,213 | $84,185 | 12/31/2023 |
AGG | 848,213 | $84,185 | 12/31/2023 |
Fisher Asset Management LLC | 841,285 | $83,498 | 12/31/2023 |
AGG | 841,285 | $83,498 | 12/31/2023 |
Trust Co | 852,519 | $83,495 | 03/31/2024 |
AGG | 852,519 | $83,495 | 03/31/2024 |
Kingsview Wealth Management LLC | 835,947 | $82,968 | 12/31/2023 |
AGG | 835,947 | $82,968 | 12/31/2023 |
Rebalance LLC | 833,940 | $81,676 | 03/31/2024 |
AGG | 833,940 | $81,676 | 03/31/2024 |
Thrivent Financial for Lutherans | 821,644 | $81,549 | 12/31/2023 |
AGG | 821,644 | $81,549 | 12/31/2023 |
Baystate Wealth Management LLC | 817,022 | $81,089 | 12/31/2023 |
AGG | 817,022 | $81,089 | 12/31/2023 |
Beacon Pointe Advisors LLC | 800,924 | $79,492 | 12/31/2023 |
AGG | 800,924 | $79,492 | 12/31/2023 |
Cornerstone Wealth Group LLC | 792,962 | $77,663 | 03/31/2024 |
AGG | 792,962 | $77,663 | 03/31/2024 |
Orion Portfolio Solutions LLC | 783,839 | $77,263 | 12/31/2023 |
AGG | 783,839 | $77,263 | 12/31/2023 |
Steele Capital Management Inc. | 780,702 | $76,462 | 03/31/2024 |
AGG | 780,702 | $76,462 | 03/31/2024 |
Alerus Financial NA | 769,430 | $76,366 | 12/31/2023 |
AGG | 769,430 | $76,366 | 12/31/2023 |
Ritholtz Wealth Management | 777,265 | $76,125 | 03/31/2024 |
AGG | 777,265 | $76,125 | 03/31/2024 |
Toews Corp ADV | 774,639 | $75,868 | 03/31/2024 |
AGG | 774,639 | $75,868 | 03/31/2024 |
Wesbanco Bank Inc. | 770,639 | $75,476 | 03/31/2024 |
AGG | 770,639 | $75,476 | 03/31/2024 |
Juniper Hill Capital Management LP | 736,489 | $73,097 | 12/31/2023 |
AGG | 736,489 | $73,097 | 12/31/2023 |
M&T Bank Corp | 728,187 | $72,272 | 12/31/2023 |
AGG | 728,187 | $72,272 | 12/31/2023 |
Baker Avenue Asset Management LP | 727,181 | $72,173 | 12/31/2023 |
AGG | 727,181 | $72,173 | 12/31/2023 |
AE Wealth Management LLC | 714,056 | $70,027 | 12/31/2023 |
AGG | 714,056 | $70,027 | 12/31/2023 |
GWM Advisors LLC | 711,003 | $69,889 | 12/31/2023 |
AGG | 711,003 | $69,889 | 12/31/2023 |
Stamos Capital Partners L.P. | 703,050 | $69,778 | 12/31/2023 |
AGG | 703,050 | $69,778 | 12/31/2023 |
O Shaughnessy Asset Management LLC | 695,114 | $68,990 | 12/31/2023 |
AGG | 695,114 | $68,990 | 12/31/2023 |
Campbell Wealth Management | 692,620 | $68,743 | 12/31/2023 |
AGG | 692,620 | $68,743 | 12/31/2023 |
Fifth Third Bancorp | 700,523 | $68,609 | 03/31/2024 |
AGG | 700,523 | $68,609 | 03/31/2024 |
Efficient Advisors LLC | 687,357 | $68,220 | 12/31/2023 |
AGG | 687,357 | $68,220 | 12/31/2023 |
Franklin Resources Inc. | 680,549 | $67,544 | 12/31/2023 |
AGG | 680,549 | $67,544 | 12/31/2023 |
Mirae Asset Global Investments Co. Ltd. | 668,855 | $66,385 | 12/31/2023 |
AGG | 668,855 | $66,385 | 12/31/2023 |
United Capital Financial Advisers LLC | 661,399 | $65,644 | 12/31/2023 |
AGG | 661,399 | $65,644 | 12/31/2023 |
LGL Partners LLC | 642,640 | $63,782 | 12/31/2023 |
AGG | 642,640 | $63,782 | 12/31/2023 |
Brave Asset Management Inc. | 640,526 | $63,572 | 12/31/2023 |
AGG | 640,526 | $63,572 | 12/31/2023 |
Janney Montgomery Scott LLC | 640,009 | $63,521 | 12/31/2023 |
AGG | 640,009 | $63,521 | 12/31/2023 |
Summit Global Investments | 638,855 | $63,406 | 12/31/2023 |
AGG | 638,855 | $63,406 | 12/31/2023 |
Professional Financial Advisors LLC | 644,775 | $63,149 | 03/31/2024 |
AGG | 644,775 | $63,149 | 03/31/2024 |
Comerica Bank | 635,665 | $63,090 | 12/31/2023 |
AGG | 635,665 | $63,090 | 12/31/2023 |
Sumitomo Mitsui Financial Group Inc. | 630,301 | $62,557 | 12/31/2023 |
AGG | 630,301 | $62,557 | 12/31/2023 |
FFT Wealth Management LLC | 618,869 | $61,423 | 12/31/2023 |
AGG | 618,869 | $61,423 | 12/31/2023 |
BOKF NA | 610,512 | $60,593 | 12/31/2023 |
AGG | 610,512 | $60,593 | 12/31/2023 |
Apollon Wealth Management LLC | 601,340 | $59,683 | 12/31/2023 |
AGG | 601,340 | $59,683 | 12/31/2023 |
Compton Financial Group LLC | 607,314 | $59,480 | 03/31/2024 |
AGG | 607,314 | $59,480 | 03/31/2024 |
First Merchants Corp | 583,517 | $57,150 | 03/31/2024 |
AGG | 583,517 | $57,150 | 03/31/2024 |
Sand Hill Global Advisors LLC | 573,397 | $56,910 | 12/31/2023 |
AGG | 573,397 | $56,910 | 12/31/2023 |
Facet Wealth Inc. | 565,780 | $55,537 | 12/31/2023 |
AGG | 565,780 | $55,537 | 12/31/2023 |
Zions Bancorporation N.A. | 554,304 | $55,015 | 12/31/2023 |
AGG | 554,304 | $55,015 | 12/31/2023 |
Freestone Capital Holdings LLC | 552,973 | $54,883 | 12/31/2023 |
AGG | 552,973 | $54,883 | 12/31/2023 |
CWM LLC | 558,320 | $54,682 | 03/31/2024 |
AGG | 558,320 | $54,682 | 03/31/2024 |
Raymond James Trust N.A. | 554,371 | $54,295 | 03/31/2024 |
AGG | 554,371 | $54,295 | 03/31/2024 |
Voya Investment Management LLC | 543,920 | $53,984 | 12/31/2023 |
AGG | 543,920 | $53,984 | 12/31/2023 |
National Bank of Canada FI | 546,148 | $53,947 | 12/31/2023 |
AGG | 546,148 | $53,947 | 12/31/2023 |
SG Americas Securities LLC | 529,230 | $52,526 | 12/31/2023 |
AGG | 529,230 | $52,526 | 12/31/2023 |
Metropolitan Life Insurance Co NY | 519,734 | $51,584 | 12/31/2023 |
AGG | 519,734 | $51,584 | 12/31/2023 |
Rhumbline Advisers | 517,945 | $51,406 | 12/31/2023 |
AGG | 517,945 | $51,406 | 12/31/2023 |
Charter Trust Co. | 523,406 | $51,262 | 03/31/2024 |
AGG | 523,406 | $51,262 | 03/31/2024 |
Affiance Financial LLC | 522,665 | $51,190 | 03/31/2024 |
AGG | 522,665 | $51,190 | 03/31/2024 |
Cambridge Associates LLC MA ADV | 514,570 | $51,071 | 12/31/2023 |
AGG | 514,570 | $51,071 | 12/31/2023 |
JFS Wealth Advisors LLC | 509,310 | $50,549 | 12/31/2023 |
AGG | 509,310 | $50,549 | 12/31/2023 |
TruWealth Advisors LLC | 510,400 | $49,989 | 03/31/2024 |
AGG | 510,400 | $49,989 | 03/31/2024 |
Trustmark National Bank Trust Department | 502,666 | $49,890 | 12/31/2023 |
AGG | 502,666 | $49,890 | 12/31/2023 |
BLB&B Advisors LLC | 509,077 | $49,859 | 03/31/2024 |
AGG | 509,077 | $49,859 | 03/31/2024 |
PDS Planning Inc | 499,189 | $49,545 | 12/31/2023 |
AGG | 499,189 | $49,545 | 12/31/2023 |
Smith & Howard Wealth Management LLC | 505,288 | $49,488 | 03/31/2024 |
AGG | 505,288 | $49,488 | 03/31/2024 |
Meridian Wealth Partners LLC | 497,576 | $49,384 | 12/31/2023 |
AGG | 497,576 | $49,384 | 12/31/2023 |
Zacks Investment Management | 488,261 | $48,460 | 12/31/2023 |
AGG | 488,261 | $48,460 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 487,669 | $48,401 | 12/31/2023 |
AGG | 487,669 | $48,401 | 12/31/2023 |
Cable Hill Partners LLC | 489,137 | $48,204 | 12/31/2023 |
AGG | 489,137 | $48,204 | 12/31/2023 |
Colony Group LLC | 482,604 | $47,898 | 12/31/2023 |
AGG | 482,604 | $47,898 | 12/31/2023 |
Cullen Frost Bankers Inc. | 478,729 | $47,514 | 12/31/2023 |
AGG | 478,729 | $47,514 | 12/31/2023 |
Adaptive Financial Consulting LLC | 473,379 | $46,983 | 12/31/2023 |
AGG | 473,379 | $46,983 | 12/31/2023 |
Liquid Strategies LLC | 471,656 | $46,812 | 12/31/2023 |
AGG | 471,656 | $46,812 | 12/31/2023 |
SCS Capital Management LLC | 470,424 | $46,690 | 12/31/2023 |
AGG | 470,424 | $46,690 | 12/31/2023 |
EisnerAmper Wealth Management Corporate Benefits LLC | 468,671 | $46,516 | 12/31/2023 |
AGG | 468,671 | $46,516 | 12/31/2023 |
First Horizon Advisors Inc. | 473,831 | $46,407 | 03/31/2024 |
AGG | 473,831 | $46,407 | 03/31/2024 |
Park Avenue Securities LLC | 472,582 | $46,285 | 03/31/2024 |
AGG | 472,582 | $46,285 | 03/31/2024 |
Kestra Private Wealth Services LLC | 463,882 | $46,040 | 12/31/2023 |
AGG | 463,882 | $46,040 | 12/31/2023 |
MTC Wealth Management LLC | 468,363 | $45,871 | 03/31/2024 |
AGG | 468,363 | $45,871 | 03/31/2024 |
First Business Financial Services Inc. | 456,548 | $45,312 | 12/31/2023 |
AGG | 456,548 | $45,312 | 12/31/2023 |
Focus Financial Network Inc. | 459,807 | $43,810 | 03/31/2024 |
AGG | 459,807 | $43,810 | 03/31/2024 |
Atria Wealth Solutions Inc. | 439,494 | $43,620 | 12/31/2023 |
AGG | 439,494 | $43,620 | 12/31/2023 |
New York Life Investment Management LLC | 427,517 | $42,431 | 12/31/2023 |
AGG | 427,517 | $42,431 | 12/31/2023 |
Center for Financial Planning Inc. | 426,112 | $41,733 | 03/31/2024 |
AGG | 426,112 | $41,733 | 03/31/2024 |
Sunflower Bank N.A. | 422,646 | $41,394 | 03/31/2024 |
AGG | 422,646 | $41,394 | 03/31/2024 |
Private Advisor Group LLC | 416,089 | $41,297 | 12/31/2023 |
AGG | 416,089 | $41,297 | 12/31/2023 |
Phillips Financial Management LLC | 419,816 | $41,117 | 03/31/2024 |
AGG | 419,816 | $41,117 | 03/31/2024 |
Ameritas Investment Partners Inc. | 411,118 | $40,803 | 12/31/2023 |
AGG | 411,118 | $40,803 | 12/31/2023 |
Bricktown Capital LLC | 406,910 | $39,853 | 03/31/2024 |
AGG | 406,910 | $39,853 | 03/31/2024 |
Vicus Capital | 404,998 | $39,666 | 03/31/2024 |
AGG | 404,998 | $39,666 | 03/31/2024 |
Choate Investment Advisors | 391,196 | $38,826 | 12/31/2023 |
AGG | 391,196 | $38,826 | 12/31/2023 |
Boston Partners | 388,186 | $38,527 | 12/31/2023 |
AGG | 388,186 | $38,527 | 12/31/2023 |
Parallel Advisors LLC | 386,833 | $38,393 | 12/31/2023 |
AGG | 386,833 | $38,393 | 12/31/2023 |
Howard Capital Management Inc. | 386,363 | $38,347 | 12/31/2023 |
AGG | 386,363 | $38,347 | 12/31/2023 |
Boston Private Wealth LLC | 385,173 | $38,228 | 12/31/2023 |
AGG | 385,173 | $38,228 | 12/31/2023 |
First Citizens Asset Management Inc. | 376,614 | $38,104 | 12/31/2023 |
AGG | 376,614 | $38,104 | 12/31/2023 |
Amarillo National Bank | 383,266 | $37,537 | 03/31/2024 |
AGG | 383,266 | $37,537 | 03/31/2024 |
Hantz Financial Services Inc. | 378,011 | $37,518 | 12/31/2023 |
AGG | 378,011 | $37,518 | 12/31/2023 |
Marquette Asset Management LLC | 376,599 | $37,377 | 12/31/2023 |
AGG | 376,599 | $37,377 | 12/31/2023 |
Equitable Holdings Inc. | 375,394 | $37,258 | 12/31/2023 |
AGG | 375,394 | $37,258 | 12/31/2023 |
Twele Capital Management Inc. | 376,873 | $36,911 | 03/31/2024 |
AGG | 376,873 | $36,911 | 03/31/2024 |
ETF Portfolio Partners Inc. | 369,545 | $36,677 | 12/31/2023 |
AGG | 369,545 | $36,677 | 12/31/2023 |
TD Capital Management LLC | 366,839 | $36,409 | 12/31/2023 |
AGG | 366,839 | $36,409 | 12/31/2023 |
JJJ Advisors Inc. | 371,083 | $36,344 | 03/31/2024 |
AGG | 371,083 | $36,344 | 03/31/2024 |
Atria Investments LLC | 362,185 | $35,947 | 12/31/2023 |
AGG | 362,185 | $35,947 | 12/31/2023 |
Fulton Breakefield Broenniman LLC | 360,453 | $35,775 | 12/31/2023 |
AGG | 360,453 | $35,775 | 12/31/2023 |
GoalFusion Wealth Management LLC | 362,993 | $35,552 | 03/31/2024 |
AGG | 362,993 | $35,552 | 03/31/2024 |
Bristlecone Advisors LLC | 361,924 | $35,447 | 03/31/2024 |
AGG | 361,924 | $35,447 | 03/31/2024 |
Cetera Advisors LLC | 354,482 | $35,182 | 12/31/2023 |
AGG | 354,482 | $35,182 | 12/31/2023 |
Capital Insight Partners LLC | 358,357 | $35,097 | 03/31/2024 |
AGG | 358,357 | $35,097 | 03/31/2024 |
Keel Point LLC | 357,561 | $35,020 | 03/31/2024 |
AGG | 357,561 | $35,020 | 03/31/2024 |
New York State Common Retirement Fund | 352,463 | $34,982 | 12/31/2023 |
AGG | 352,463 | $34,982 | 12/31/2023 |
DB Fitzpatrick & Co Inc | 356,519 | $34,917 | 03/31/2024 |
AGG | 356,519 | $34,917 | 03/31/2024 |
SYM FINANCIAL Corp | 351,765 | $34,913 | 12/31/2023 |
AGG | 351,765 | $34,913 | 12/31/2023 |
Dakota Wealth Management | 356,367 | $34,903 | 03/31/2024 |
AGG | 356,367 | $34,903 | 03/31/2024 |
Spire Wealth Management | 354,876 | $34,757 | 03/31/2024 |
AGG | 354,876 | $34,757 | 03/31/2024 |
Focus Financial Network Inc. ADV | 349,960 | $34,734 | 12/31/2023 |
AGG | 349,960 | $34,734 | 12/31/2023 |
Allworth Financial LP | 351,271 | $34,403 | 03/31/2024 |
AGG | 351,271 | $34,403 | 03/31/2024 |
Deere & Co. | 344,959 | $34,237 | 12/31/2023 |
AGG | 344,959 | $34,237 | 12/31/2023 |
Tandem Wealth Advisors LLC | 344,392 | $34,181 | 12/31/2023 |
AGG | 344,392 | $34,181 | 12/31/2023 |
Johnson Financial Group Inc. | 341,424 | $33,886 | 12/31/2023 |
AGG | 341,424 | $33,886 | 12/31/2023 |
Accredited Investors Inc. | 340,660 | $33,810 | 12/31/2023 |
AGG | 340,660 | $33,810 | 12/31/2023 |
Voisard Asset Management Group Inc. | 341,323 | $33,429 | 03/31/2024 |
AGG | 341,323 | $33,429 | 03/31/2024 |
Vantage Financial Partners LLC | 335,320 | $33,281 | 12/31/2023 |
AGG | 335,320 | $33,281 | 12/31/2023 |
Cornerstone Management Inc. | 334,867 | $33,236 | 12/31/2023 |
AGG | 334,867 | $33,236 | 12/31/2023 |
Global Retirement Partners LLC | 338,136 | $33,117 | 03/31/2024 |
AGG | 338,136 | $33,117 | 03/31/2024 |
Wilshire Associates Inc | 333,641 | $33,114 | 12/31/2023 |
AGG | 333,641 | $33,114 | 12/31/2023 |
Legacy Financial Strategies LLC | 335,819 | $32,890 | 03/31/2024 |
AGG | 335,819 | $32,890 | 03/31/2024 |
Victory Capital Management Inc. | 330,198 | $32,772 | 12/31/2023 |
AGG | 330,198 | $32,772 | 12/31/2023 |
Legacy Private Trust Co. | 331,027 | $32,421 | 03/31/2024 |
AGG | 331,027 | $32,421 | 03/31/2024 |
Wealthcare Advisory Partners LLC | 330,070 | $32,327 | 03/31/2024 |
AGG | 330,070 | $32,327 | 03/31/2024 |
Cyndeo Wealth Partners LLC | 327,774 | $32,102 | 03/31/2024 |
AGG | 327,774 | $32,102 | 03/31/2024 |
Mascoma Wealth Management LLC | 319,662 | $31,726 | 12/31/2023 |
AGG | 319,662 | $31,726 | 12/31/2023 |
Robertson Stephens Wealth Management LLC | 313,698 | $31,134 | 12/31/2023 |
AGG | 313,698 | $31,134 | 12/31/2023 |
Bell Bank | 316,949 | $31,042 | 03/31/2024 |
AGG | 316,949 | $31,042 | 03/31/2024 |
Bank of Hawaii | 311,215 | $30,888 | 12/31/2023 |
AGG | 311,215 | $30,888 | 12/31/2023 |
Gallagher Fiduciary Advisors LLC | 305,783 | $30,349 | 12/31/2023 |
AGG | 305,783 | $30,349 | 12/31/2023 |
Ellenbecker Investment Group | 307,242 | $30,091 | 03/31/2024 |
AGG | 307,242 | $30,091 | 03/31/2024 |
Archvest Wealth Advisors Inc. | 300,971 | $29,871 | 12/31/2023 |
AGG | 300,971 | $29,871 | 12/31/2023 |
First Hawaiian Bank | 304,552 | $29,828 | 03/31/2024 |
AGG | 304,552 | $29,828 | 03/31/2024 |
Sound Financial Strategies Group LLC | 294,070 | $29,186 | 12/31/2023 |
AGG | 294,070 | $29,186 | 12/31/2023 |
LVZ Advisors Inc. | 294,553 | $28,849 | 03/31/2024 |
AGG | 294,553 | $28,849 | 03/31/2024 |
Bouchey Financial Group Ltd | 293,941 | $28,789 | 03/31/2024 |
AGG | 293,941 | $28,789 | 03/31/2024 |
Towercrest Capital Management | 289,164 | $28,700 | 12/31/2023 |
AGG | 289,164 | $28,700 | 12/31/2023 |
Prentice Wealth Management LLC | 293,000 | $28,696 | 03/31/2024 |
AGG | 293,000 | $28,696 | 03/31/2024 |
Crestwood Advisors Group LLC | 288,980 | $28,681 | 12/31/2023 |
AGG | 288,980 | $28,681 | 12/31/2023 |
Gridiron Partners LLC | 287,692 | $28,553 | 12/31/2023 |
AGG | 287,692 | $28,553 | 12/31/2023 |
Bartlett & Co. LLC | 285,425 | $28,384 | 12/31/2023 |
AGG | 285,425 | $28,384 | 12/31/2023 |
Bartlett & CO. Wealth Management LLC | 285,425 | $28,383 | 12/31/2023 |
AGG | 285,425 | $28,383 | 12/31/2023 |
Commerce Bank | 281,391 | $27,928 | 12/31/2023 |
AGG | 281,391 | $27,928 | 12/31/2023 |
Single Point Partners LLC | 283,080 | $27,725 | 03/31/2024 |
AGG | 283,080 | $27,725 | 03/31/2024 |
Baron Silver Stevens Financial Advisors LLC | 278,068 | $27,598 | 12/31/2023 |
AGG | 278,068 | $27,598 | 12/31/2023 |
Scotia Capital Inc. | 277,794 | $27,571 | 12/31/2023 |
AGG | 277,794 | $27,571 | 12/31/2023 |
GP Brinson Investments LLC | 280,650 | $27,487 | 03/31/2024 |
AGG | 280,650 | $27,487 | 03/31/2024 |
Kestra Advisory Services LLC | 273,267 | $27,122 | 12/31/2023 |
AGG | 273,267 | $27,122 | 12/31/2023 |
Lazard Asset Management LLC | 266,409 | $26,441 | 12/31/2023 |
AGG | 266,409 | $26,441 | 12/31/2023 |
Signature Estate & Investment Advisors LLC | 264,606 | $26,262 | 12/31/2023 |
AGG | 264,606 | $26,262 | 12/31/2023 |
Hancock Whitney Corp | 264,559 | $26,258 | 12/31/2023 |
AGG | 264,559 | $26,258 | 12/31/2023 |
Fort Point Capital Partners LLC | 264,030 | $26,205 | 12/31/2023 |
AGG | 264,030 | $26,205 | 12/31/2023 |
Ledge Wealth Management Inc. | 263,211 | $26,124 | 12/31/2023 |
AGG | 263,211 | $26,124 | 12/31/2023 |
Divergent Wealth Advisors LLC | 263,036 | $26,106 | 12/31/2023 |
AGG | 263,036 | $26,106 | 12/31/2023 |
Astoria Strategic Wealth Inc. | 262,340 | $26,037 | 12/31/2023 |
AGG | 262,340 | $26,037 | 12/31/2023 |
Full Sail Capital LLC | 252,371 | $25,048 | 12/31/2023 |
AGG | 252,371 | $25,048 | 12/31/2023 |
Regions Financial Corp | 251,970 | $24,678 | 03/31/2024 |
AGG | 251,970 | $24,678 | 03/31/2024 |
Enterprise Bank & Trust Co | 251,845 | $24,666 | 03/31/2024 |
AGG | 251,845 | $24,666 | 03/31/2024 |
MV Capital Management Inc. | 250,367 | $24,521 | 03/31/2024 |
AGG | 250,367 | $24,521 | 03/31/2024 |
Shakespeare Wealth Management Inc. | 246,667 | $24,482 | 12/31/2023 |
AGG | 246,667 | $24,482 | 12/31/2023 |
Passaic Partners LLC | 245,931 | $24,409 | 12/31/2023 |
AGG | 245,931 | $24,409 | 12/31/2023 |
Hudock Inc. | 245,307 | $24,347 | 12/31/2023 |
AGG | 245,307 | $24,347 | 12/31/2023 |
TCI Wealth Advisors Inc. | 243,571 | $24,174 | 12/31/2023 |
AGG | 243,571 | $24,174 | 12/31/2023 |
First Bank & Trust | 245,836 | $24,077 | 03/31/2024 |
AGG | 245,836 | $24,077 | 03/31/2024 |
Galvin Gaustad & Stein LLC | 244,549 | $23,951 | 03/31/2024 |
AGG | 244,549 | $23,951 | 03/31/2024 |
Proequities Inc. | 241,114 | $23,931 | 12/31/2023 |
AGG | 241,114 | $23,931 | 12/31/2023 |
Geller Advisors LLC | 240,726 | $23,892 | 12/31/2023 |
AGG | 240,726 | $23,892 | 12/31/2023 |
Financial Engines Advisors L.L.C. | 240,646 | $23,884 | 12/31/2023 |
AGG | 240,646 | $23,884 | 12/31/2023 |
Tectonic Advisors LLC | 237,432 | $23,565 | 12/31/2023 |
AGG | 237,432 | $23,565 | 12/31/2023 |
Parkside Advisors LLC | 239,751 | $23,481 | 03/31/2024 |
AGG | 239,751 | $23,481 | 03/31/2024 |
Financial Designs Corp | 237,686 | $23,279 | 03/31/2024 |
AGG | 237,686 | $23,279 | 03/31/2024 |
Acorn Financial Advisory Services Inc. ADV | 234,407 | $23,265 | 12/31/2023 |
AGG | 234,407 | $23,265 | 12/31/2023 |
DT Investment Partners LLC | 234,771 | $23,160 | 12/31/2023 |
AGG | 234,771 | $23,160 | 12/31/2023 |
Transform Wealth LLC | 236,362 | $23,149 | 03/31/2024 |
AGG | 236,362 | $23,149 | 03/31/2024 |
Hudson Capital Management LLC | 234,176 | $22,935 | 03/31/2024 |
AGG | 234,176 | $22,935 | 03/31/2024 |
Toroso Investments LLC | 230,449 | $22,872 | 12/31/2023 |
AGG | 230,449 | $22,872 | 12/31/2023 |
Great Valley Advisor Group Inc. | 229,867 | $22,814 | 12/31/2023 |
AGG | 229,867 | $22,814 | 12/31/2023 |
Heartwood Wealth Advisors LLC | 232,351 | $22,756 | 03/31/2024 |
AGG | 232,351 | $22,756 | 03/31/2024 |
Berger Financial Group Inc | 231,977 | $22,720 | 03/31/2024 |
AGG | 231,977 | $22,720 | 03/31/2024 |
Central Bank & Trust Co. | 230,737 | $22,598 | 03/31/2024 |
AGG | 230,737 | $22,598 | 03/31/2024 |
Miracle Mile Advisors LLC | 228,444 | $22,374 | 03/31/2024 |
AGG | 228,444 | $22,374 | 03/31/2024 |
Souders Financial Advisors | 224,428 | $22,274 | 12/31/2023 |
AGG | 224,428 | $22,274 | 12/31/2023 |
Elm Partners Management LLC | 224,402 | $22,272 | 12/31/2023 |
AGG | 224,402 | $22,272 | 12/31/2023 |
Fort Henry Capital LLC | 227,326 | $22,264 | 03/31/2024 |
AGG | 227,326 | $22,264 | 03/31/2024 |
Lincoln National Corp | 223,709 | $22,203 | 12/31/2023 |
AGG | 223,709 | $22,203 | 12/31/2023 |
Madison Asset Management LLC | 221,718 | $22,006 | 12/31/2023 |
AGG | 221,718 | $22,006 | 12/31/2023 |
Onyx Bridge Wealth Group LLC | 221,173 | $21,951 | 12/31/2023 |
AGG | 221,173 | $21,951 | 12/31/2023 |
Perigon Wealth Management LLC | 216,976 | $21,535 | 12/31/2023 |
AGG | 216,976 | $21,535 | 12/31/2023 |
Walker Financial Services Inc. | 217,685 | $21,320 | 03/31/2024 |
AGG | 217,685 | $21,320 | 03/31/2024 |
Arbor Investment Advisors LLC | 216,167 | $21,171 | 03/31/2024 |
AGG | 216,167 | $21,171 | 03/31/2024 |
Matrix Trust Co | 211,756 | $21,017 | 12/31/2023 |
AGG | 211,756 | $21,017 | 12/31/2023 |
Lutz Financial Services LLC | 208,655 | $20,709 | 12/31/2023 |
AGG | 208,655 | $20,709 | 12/31/2023 |
Verger Capital Management LLC | 207,811 | $20,625 | 12/31/2023 |
AGG | 207,811 | $20,625 | 12/31/2023 |
MBL Wealth LLC | 209,659 | $20,534 | 03/31/2024 |
AGG | 209,659 | $20,534 | 03/31/2024 |
Rockefeller Capital Management L.P. | 206,294 | $20,475 | 12/31/2023 |
AGG | 206,294 | $20,475 | 12/31/2023 |
Banco Bilbao Vizcaya Argentaria S.A. | 204,207 | $20,287 | 12/31/2023 |
AGG | 204,207 | $20,287 | 12/31/2023 |
Bowman & Co S.C. | 206,100 | $20,185 | 03/31/2024 |
AGG | 206,100 | $20,185 | 03/31/2024 |
Eley Financial Management Inc | 201,313 | $19,980 | 12/31/2023 |
AGG | 201,313 | $19,980 | 12/31/2023 |
Cultivar Capital Inc. | 203,204 | $19,902 | 03/31/2024 |
AGG | 203,204 | $19,902 | 03/31/2024 |
BayBridge Capital Group LLC | 206,935 | $19,750 | 03/31/2024 |
AGG | 206,935 | $19,750 | 03/31/2024 |
Valmark Advisers Inc. | 198,114 | $19,663 | 12/31/2023 |
AGG | 198,114 | $19,663 | 12/31/2023 |
Snider Financial Group | 197,196 | $19,572 | 12/31/2023 |
AGG | 197,196 | $19,572 | 12/31/2023 |
iA Global Asset Management Inc. | 195,400 | $19,393 | 12/31/2023 |
AGG | 195,400 | $19,393 | 12/31/2023 |
Boyd Wealth Management LLC | 197,101 | $19,304 | 03/31/2024 |
AGG | 197,101 | $19,304 | 03/31/2024 |
TBH Global Asset Management LLC | 193,853 | $19,240 | 12/31/2023 |
AGG | 193,853 | $19,240 | 12/31/2023 |
Advisory Services Network LLC | 192,884 | $19,144 | 12/31/2023 |
AGG | 192,884 | $19,144 | 12/31/2023 |
Stratos Wealth Advisors LLC | 195,203 | $19,118 | 03/31/2024 |
AGG | 195,203 | $19,118 | 03/31/2024 |
Sontag Advisory LLC | 191,761 | $19,032 | 12/31/2023 |
AGG | 191,761 | $19,032 | 12/31/2023 |
Smithfield Trust Co. | 191,575 | $19,008 | 12/31/2023 |
AGG | 191,575 | $19,008 | 12/31/2023 |
Vestmark Advisory Solutions Inc. | 190,420 | $18,899 | 12/31/2023 |
AGG | 190,420 | $18,899 | 12/31/2023 |
Corepath Wealth Partners LLC | 192,399 | $18,894 | 12/31/2023 |
AGG | 192,399 | $18,894 | 12/31/2023 |
Elwood & Goetz Wealth Advisory Group LLC | 192,670 | $18,870 | 03/31/2024 |
AGG | 192,670 | $18,870 | 03/31/2024 |
Resource Planning Group | 190,298 | $18,867 | 12/31/2023 |
AGG | 190,298 | $18,867 | 12/31/2023 |
Stratos Wealth Partners LTD. | 192,369 | $18,841 | 03/31/2024 |
AGG | 192,369 | $18,841 | 03/31/2024 |
Cobblestone Capital Advisors LLC NY | 188,812 | $18,740 | 12/31/2023 |
AGG | 188,812 | $18,740 | 12/31/2023 |
Beirne Wealth Consulting Services LLC | 187,171 | $18,579 | 12/31/2023 |
AGG | 187,171 | $18,579 | 12/31/2023 |
Resources Investment Advisors LLC. | 185,178 | $18,379 | 12/31/2023 |
AGG | 185,178 | $18,379 | 12/31/2023 |
Main Street Financial Solutions LLC | 186,695 | $18,285 | 03/31/2024 |
AGG | 186,695 | $18,285 | 03/31/2024 |
Colton Groome Financial Advisors LLC | 186,629 | $18,278 | 03/31/2024 |
AGG | 186,629 | $18,278 | 03/31/2024 |
First Interstate Bank | 183,423 | $18,205 | 12/31/2023 |
AGG | 183,423 | $18,205 | 12/31/2023 |
Visionary Wealth Advisors | 182,747 | $18,138 | 12/31/2023 |
AGG | 182,747 | $18,138 | 12/31/2023 |
Ascent Group LLC | 183,051 | $17,875 | 12/31/2023 |
AGG | 183,051 | $17,875 | 12/31/2023 |
Silver Coast Investments LLC | 179,672 | $17,832 | 12/31/2023 |
AGG | 179,672 | $17,832 | 12/31/2023 |
Rehmann Capital Advisory Group | 178,078 | $17,674 | 12/31/2023 |
AGG | 178,078 | $17,674 | 12/31/2023 |
New Capital Management LP | 179,043 | $17,535 | 03/31/2024 |
AGG | 179,043 | $17,535 | 03/31/2024 |
Connable Office Inc. | 172,904 | $17,161 | 12/31/2023 |
AGG | 172,904 | $17,161 | 12/31/2023 |
Trustees of the Smith College | 171,157 | $16,987 | 12/31/2023 |
AGG | 171,157 | $16,987 | 12/31/2023 |
Flagship Harbor Advisors LLC | 172,809 | $16,925 | 03/31/2024 |
AGG | 172,809 | $16,925 | 03/31/2024 |
Chemung Canal Trust Co. | 167,962 | $16,450 | 03/31/2024 |
AGG | 167,962 | $16,450 | 03/31/2024 |
Founders Financial Securities LLC | 167,039 | $16,360 | 03/31/2024 |
AGG | 167,039 | $16,360 | 03/31/2024 |
Capital Analysts LLC | 163,943 | $16,271 | 12/31/2023 |
AGG | 163,943 | $16,271 | 12/31/2023 |
Peddock Capital Advisors LLC | 163,111 | $16,189 | 12/31/2023 |
AGG | 163,111 | $16,189 | 12/31/2023 |
WASHINGTON TRUST Co | 163,983 | $16,060 | 03/31/2024 |
AGG | 163,983 | $16,060 | 03/31/2024 |
Verdence Capital Advisors LLC | 163,060 | $15,970 | 03/31/2024 |
AGG | 163,060 | $15,970 | 03/31/2024 |
Regimen Wealth LLC | 158,617 | $15,854 | 12/31/2023 |
AGG | 158,617 | $15,854 | 12/31/2023 |
Beacon Investment Advisory Services Inc. | 159,433 | $15,824 | 12/31/2023 |
AGG | 159,433 | $15,824 | 12/31/2023 |
Lpwm LLC | 164,957 | $15,796 | 03/31/2024 |
AGG | 164,957 | $15,796 | 03/31/2024 |
Grey Fox Wealth Advisors LLC | 159,105 | $15,583 | 03/31/2024 |
AGG | 159,105 | $15,583 | 03/31/2024 |
Skyline Advisors Inc. | 159,063 | $15,579 | 03/31/2024 |
AGG | 159,063 | $15,579 | 03/31/2024 |
Agincourt Capital Management LLC | 158,835 | $15,556 | 03/31/2024 |
AGG | 158,835 | $15,556 | 03/31/2024 |
Ballast Advisors LLC | 156,380 | $15,521 | 12/31/2023 |
AGG | 156,380 | $15,521 | 12/31/2023 |
Quattro Financial Advisors LLC | 158,156 | $15,490 | 03/31/2024 |
AGG | 158,156 | $15,490 | 03/31/2024 |
Diversified Trust Co | 157,877 | $15,463 | 03/31/2024 |
AGG | 157,877 | $15,463 | 03/31/2024 |
Clearwater Capital Advisors LLC | 154,099 | $15,294 | 12/31/2023 |
AGG | 154,099 | $15,294 | 12/31/2023 |
Mutual Advisors LLC | 153,896 | $15,274 | 12/31/2023 |
AGG | 153,896 | $15,274 | 12/31/2023 |
9258 Wealth Management LLC | 153,369 | $15,222 | 12/31/2023 |
AGG | 153,369 | $15,222 | 12/31/2023 |
Exencial Wealth Advisors LLC | 153,032 | $15,188 | 12/31/2023 |
AGG | 153,032 | $15,188 | 12/31/2023 |
Unique Wealth LLC | 154,903 | $15,171 | 03/31/2024 |
AGG | 154,903 | $15,171 | 03/31/2024 |
Syon Capital LLC | 150,625 | $14,950 | 12/31/2023 |
AGG | 150,625 | $14,950 | 12/31/2023 |
TCP Asset Management LLC | 150,489 | $14,739 | 03/31/2024 |
AGG | 150,489 | $14,739 | 03/31/2024 |
Calamos Wealth Management LLC | 147,791 | $14,668 | 12/31/2023 |
AGG | 147,791 | $14,668 | 12/31/2023 |
International City Management Association Retirement Corp | 146,850 | $14,575 | 12/31/2023 |
AGG | 146,850 | $14,575 | 12/31/2023 |
Concurrent Investment Advisors LLC | 146,562 | $14,546 | 12/31/2023 |
AGG | 146,562 | $14,546 | 12/31/2023 |
Sowell Financial Services LLC | 145,912 | $14,482 | 12/31/2023 |
AGG | 145,912 | $14,482 | 12/31/2023 |
Catalyst Financial Partners LLC | 150,406 | $14,371 | 03/31/2024 |
AGG | 150,406 | $14,371 | 03/31/2024 |
Wrapmanager Inc. | 144,276 | $14,319 | 12/31/2023 |
AGG | 144,276 | $14,319 | 12/31/2023 |
Pure Financial Advisors Inc. | 145,265 | $14,227 | 03/31/2024 |
AGG | 145,265 | $14,227 | 03/31/2024 |
Greenspring Advisors LLC | 144,886 | $14,190 | 03/31/2024 |
AGG | 144,886 | $14,190 | 03/31/2024 |
Aurum Wealth Management Group LLC | 144,014 | $14,105 | 03/31/2024 |
AGG | 144,014 | $14,105 | 03/31/2024 |
Lowe Brockenbrough & Co. Inc. | 141,453 | $14,039 | 12/31/2023 |
AGG | 141,453 | $14,039 | 12/31/2023 |
Prospera Financial Services Inc | 141,333 | $14,027 | 12/31/2023 |
AGG | 141,333 | $14,027 | 12/31/2023 |
Crestmont Private Wealth LLC | 143,166 | $14,022 | 03/31/2024 |
AGG | 143,166 | $14,022 | 03/31/2024 |
Patriot Investment Management Inc. | 142,074 | $13,915 | 03/31/2024 |
AGG | 142,074 | $13,915 | 03/31/2024 |
First Foundation Advisors | 140,168 | $13,912 | 12/31/2023 |
AGG | 140,168 | $13,912 | 12/31/2023 |
Webster Bank N. A. | 141,785 | $13,886 | 03/31/2024 |
AGG | 141,785 | $13,886 | 03/31/2024 |
Tanager Wealth Management LLP | 139,666 | $13,862 | 12/31/2023 |
AGG | 139,666 | $13,862 | 12/31/2023 |
Honkamp Krueger Financial Services Inc. | 139,478 | $13,843 | 12/31/2023 |
AGG | 139,478 | $13,843 | 12/31/2023 |
Wetzel Investment Advisors Inc. | 144,897 | $13,806 | 03/31/2024 |
AGG | 144,897 | $13,806 | 03/31/2024 |
Ameliora Wealth Management Ltd. | 140,009 | $13,712 | 03/31/2024 |
AGG | 140,009 | $13,712 | 03/31/2024 |
Foundations Investment Advisors LLC | 136,479 | $13,562 | 12/31/2023 |
AGG | 136,479 | $13,562 | 12/31/2023 |
Fairview Capital Investment Management LLC | 136,267 | $13,525 | 12/31/2023 |
AGG | 136,267 | $13,525 | 12/31/2023 |
Meeder Asset Management Inc. | 135,522 | $13,451 | 12/31/2023 |
AGG | 135,522 | $13,451 | 12/31/2023 |
Royal Harbor Partners LLC | 135,429 | $13,441 | 12/31/2023 |
AGG | 135,429 | $13,441 | 12/31/2023 |
Greystone Financial Group LLC | 136,654 | $13,384 | 03/31/2024 |
AGG | 136,654 | $13,384 | 03/31/2024 |
Wsfs Capital Management LLC | 132,614 | $13,162 | 12/31/2023 |
AGG | 132,614 | $13,162 | 12/31/2023 |
IHT Wealth Management LLC | 132,559 | $13,157 | 12/31/2023 |
AGG | 132,559 | $13,157 | 12/31/2023 |
Octavia Wealth Advisors LLC | 134,079 | $13,132 | 03/31/2024 |
AGG | 134,079 | $13,132 | 03/31/2024 |
Greenwood Capital Associates LLC | 131,248 | $13,026 | 12/31/2023 |
AGG | 131,248 | $13,026 | 12/31/2023 |
Canton Hathaway LLC | 131,216 | $13,023 | 12/31/2023 |
AGG | 131,216 | $13,023 | 12/31/2023 |
AdvisorNet Financial Inc | 132,891 | $13,015 | 03/31/2024 |
AGG | 132,891 | $13,015 | 03/31/2024 |
Eqis Capital Management Inc. | 129,586 | $12,861 | 12/31/2023 |
AGG | 129,586 | $12,861 | 12/31/2023 |
Tiemann Investment Advisors LLC | 129,014 | $12,805 | 12/31/2023 |
AGG | 129,014 | $12,805 | 12/31/2023 |
Modera Wealth Management LLC | 128,366 | $12,740 | 12/31/2023 |
AGG | 128,366 | $12,740 | 12/31/2023 |
Levin Easterly Partners LLC | 126,351 | $12,540 | 12/31/2023 |
AGG | 126,351 | $12,540 | 12/31/2023 |
FDx Advisors Inc. | 126,175 | $12,523 | 12/31/2023 |
AGG | 126,175 | $12,523 | 12/31/2023 |
Chesapeake Wealth Management | 125,596 | $12,465 | 12/31/2023 |
AGG | 125,596 | $12,465 | 12/31/2023 |
NewSquare Capital LLC | 125,580 | $12,464 | 12/31/2023 |
AGG | 125,580 | $12,464 | 12/31/2023 |
Wilbanks Smith & Thomas Asset Management LLC | 124,203 | $12,327 | 12/31/2023 |
AGG | 124,203 | $12,327 | 12/31/2023 |
Blankinship & Foster LLC | 124,133 | $12,320 | 12/31/2023 |
AGG | 124,133 | $12,320 | 12/31/2023 |
Continuum Wealth Advisors LLC | 122,620 | $12,170 | 12/31/2023 |
AGG | 122,620 | $12,170 | 12/31/2023 |
Blair William & Co. IL | 122,442 | $12,152 | 12/31/2023 |
AGG | 122,442 | $12,152 | 12/31/2023 |
HBC Financial Services PLLC | 121,691 | $12,077 | 12/31/2023 |
AGG | 121,691 | $12,077 | 12/31/2023 |
FC Advisory LLC | 122,824 | $12,029 | 03/31/2024 |
AGG | 122,824 | $12,029 | 03/31/2024 |
Alpha Financial Partners LLC | 120,969 | $12,006 | 12/31/2023 |
AGG | 120,969 | $12,006 | 12/31/2023 |
Integrated Advisors Network LLC | 120,756 | $11,985 | 12/31/2023 |
AGG | 120,756 | $11,985 | 12/31/2023 |
Financial Advocates Investment Management | $11,934 | 12/31/2023 | |
AGG | 120,237 | $11,934 | 12/31/2023 |
Put | 2 | $0 | 12/31/2023 |
Horizon Investments LLC | 119,983 | $11,874 | 12/31/2023 |
AGG | 119,983 | $11,874 | 12/31/2023 |
High Net Worth Advisory Group LLC | 119,951 | $11,748 | 03/31/2024 |
AGG | 119,951 | $11,748 | 03/31/2024 |
Conservest Capital Advisors Inc. | 118,066 | $11,718 | 12/31/2023 |
AGG | 118,066 | $11,718 | 12/31/2023 |
Macquarie Group Ltd. | 117,794 | $11,691 | 12/31/2023 |
AGG | 117,794 | $11,691 | 12/31/2023 |
Oppenheimer Asset Management Inc. | 117,633 | $11,675 | 12/31/2023 |
AGG | 117,633 | $11,675 | 12/31/2023 |
Brown Advisory Inc. | 118,331 | $11,589 | 03/31/2024 |
AGG | 118,331 | $11,589 | 03/31/2024 |
Sunesis Advisors LLC | 116,276 | $11,540 | 12/31/2023 |
AGG | 116,276 | $11,540 | 12/31/2023 |
Edge Capital Group LLC | 115,925 | $11,506 | 12/31/2023 |
AGG | 115,925 | $11,506 | 12/31/2023 |
Arete Wealth Advisors LLC | 115,407 | $11,454 | 12/31/2023 |
AGG | 115,407 | $11,454 | 12/31/2023 |
Oak Harbor Wealth Partners LLC | 116,144 | $11,375 | 03/31/2024 |
AGG | 116,144 | $11,375 | 03/31/2024 |
Citizens Financial Group Inc RI | 114,587 | $11,373 | 12/31/2023 |
AGG | 114,587 | $11,373 | 12/31/2023 |
NorthCrest Asset Manangement LLC | 115,962 | $11,357 | 03/31/2024 |
AGG | 115,962 | $11,357 | 03/31/2024 |
Cresset Asset Management LLC | 114,319 | $11,346 | 12/31/2023 |
AGG | 114,319 | $11,346 | 12/31/2023 |
Congress Wealth Management LLC DE | 113,537 | $11,120 | 03/31/2024 |
AGG | 113,537 | $11,120 | 03/31/2024 |
Redwood Investment Management LLC | 111,975 | $11,106 | 12/31/2023 |
AGG | 111,975 | $11,106 | 12/31/2023 |
Walden Wealth Partners LLC | 114,021 | $11,078 | 03/31/2024 |
AGG | 114,021 | $11,078 | 03/31/2024 |
Grimes & Company Inc. | 112,180 | $10,987 | 03/31/2024 |
AGG | 112,180 | $10,987 | 03/31/2024 |
Omega Financial Group LLC | 112,152 | $10,984 | 03/31/2024 |
AGG | 112,152 | $10,984 | 03/31/2024 |
Silverleafe Capital Partners LLC | 111,991 | $10,968 | 03/31/2024 |
AGG | 111,991 | $10,968 | 03/31/2024 |
Geneos Wealth Management Inc. | 107,953 | $10,714 | 12/31/2023 |
AGG | 107,953 | $10,714 | 12/31/2023 |
Daiwa Securities Group Inc. | 107,690 | $10,688 | 12/31/2023 |
AGG | 107,690 | $10,688 | 12/31/2023 |
Peak Financial Management Inc. | 108,367 | $10,613 | 03/31/2024 |
AGG | 108,367 | $10,613 | 03/31/2024 |
MGO Private Wealth LLC | 108,184 | $10,596 | 03/31/2024 |
AGG | 108,184 | $10,596 | 03/31/2024 |
Fifth Third Securities Inc. | 108,024 | $10,580 | 03/31/2024 |
AGG | 108,024 | $10,580 | 03/31/2024 |
RFP Financial Group LLC | 106,450 | $10,565 | 12/31/2023 |
AGG | 106,450 | $10,565 | 12/31/2023 |
Chesley Taft & Associates LLC | 106,608 | $10,441 | 03/31/2024 |
AGG | 106,608 | $10,441 | 03/31/2024 |
Van Hulzen Asset Management LLC | 104,695 | $10,391 | 12/31/2023 |
AGG | 104,695 | $10,391 | 12/31/2023 |
Susquehanna International Group Ltd. | 104,336 | $10,355 | 12/31/2023 |
AGG | 104,336 | $10,355 | 12/31/2023 |
CWA Asset Management Group LLC | 104,210 | $10,343 | 12/31/2023 |
AGG | 104,210 | $10,343 | 12/31/2023 |
Coombe Bender & Co LLC | 104,210 | $10,343 | 12/31/2023 |
AGG | 104,210 | $10,343 | 12/31/2023 |
Capstone Financial Advisors Inc. | 103,575 | $10,280 | 12/31/2023 |
AGG | 103,575 | $10,280 | 12/31/2023 |
Arcadia Wealth Management LLC | 102,876 | $10,210 | 12/31/2023 |
AGG | 102,876 | $10,210 | 12/31/2023 |
Providence First Trust Co | 102,283 | $10,152 | 12/31/2023 |
AGG | 102,283 | $10,152 | 12/31/2023 |
Nwam LLC | 102,058 | $10,129 | 12/31/2023 |
AGG | 102,058 | $10,129 | 12/31/2023 |
BlueSky Wealth Advisors LLC | 102,885 | $10,077 | 03/31/2024 |
AGG | 102,885 | $10,077 | 03/31/2024 |
Texas Capital Bank Wealth Management Services Inc. | 100,223 | $9,947 | 12/31/2023 |
AGG | 100,223 | $9,947 | 12/31/2023 |
Capitolis Liquid Global Markets LLC | 100,000 | $9,925 | 12/31/2023 |
AGG | 100,000 | $9,925 | 12/31/2023 |
Crabel Capital Management LLC | 99,890 | $9,914 | 12/31/2023 |
AGG | 99,890 | $9,914 | 12/31/2023 |
Huntington National Bank | 99,483 | $9,874 | 12/31/2023 |
AGG | 99,483 | $9,874 | 12/31/2023 |
Amtrust Financial Services Inc. | 98,560 | $9,782 | 12/31/2023 |
AGG | 98,560 | $9,782 | 12/31/2023 |
Synovus Financial Corp | 98,157 | $9,744 | 12/31/2023 |
AGG | 98,157 | $9,744 | 12/31/2023 |
Aquire Wealth Advisors LLC | 97,563 | $9,683 | 12/31/2023 |
AGG | 97,563 | $9,683 | 12/31/2023 |
Chicago Partners Investment Group LLC | 100,882 | $9,648 | 03/31/2024 |
AGG | 100,882 | $9,648 | 03/31/2024 |
PFG Advisors | 97,086 | $9,636 | 12/31/2023 |
AGG | 97,086 | $9,636 | 12/31/2023 |
Ironwood Investment Counsel LLC | 96,300 | $9,558 | 12/31/2023 |
AGG | 96,300 | $9,558 | 12/31/2023 |
Hirtle Callaghan & Co LLC | 95,949 | $9,523 | 12/31/2023 |
AGG | 95,949 | $9,523 | 12/31/2023 |
WMS Partners LLC | 95,843 | $9,512 | 12/31/2023 |
AGG | 95,843 | $9,512 | 12/31/2023 |
GM Advisory Group Inc. | 95,809 | $9,509 | 12/31/2023 |
AGG | 95,809 | $9,509 | 12/31/2023 |
Vista Private Wealth Partners. LLC | 96,453 | $9,494 | 12/31/2023 |
AGG | 96,453 | $9,494 | 12/31/2023 |
LMG Wealth Partners LLC | 95,580 | $9,486 | 12/31/2023 |
AGG | 95,580 | $9,486 | 12/31/2023 |
Financial Sense Advisors Inc. | 96,538 | $9,455 | 03/31/2024 |
AGG | 96,538 | $9,455 | 03/31/2024 |
Harbour Investments Inc. | 95,194 | $9,448 | 12/31/2023 |
AGG | 95,194 | $9,448 | 12/31/2023 |
Lwmg LLC | 93,863 | $9,316 | 12/31/2023 |
AGG | 93,863 | $9,316 | 12/31/2023 |
Waterloo Capital L.P. | 93,649 | $9,295 | 12/31/2023 |
AGG | 93,649 | $9,295 | 12/31/2023 |
Financial Services Advisory Inc | 93,592 | $9,289 | 12/31/2023 |
AGG | 93,592 | $9,289 | 12/31/2023 |
Hilltop Partners LLC | 93,466 | $9,276 | 12/31/2023 |
AGG | 93,466 | $9,276 | 12/31/2023 |
Granite Harbor Advisors Inc. | 93,416 | $9,272 | 12/31/2023 |
AGG | 93,416 | $9,272 | 12/31/2023 |
Diligent Investors LLC | 93,010 | $9,231 | 12/31/2023 |
AGG | 93,010 | $9,231 | 12/31/2023 |
Stephens Inc. AR | 92,601 | $9,191 | 12/31/2023 |
AGG | 92,601 | $9,191 | 12/31/2023 |
Aspiriant LLC | 93,287 | $9,137 | 03/31/2024 |
AGG | 93,287 | $9,137 | 03/31/2024 |
Aveo Capital Partners LLC | 91,766 | $9,108 | 12/31/2023 |
AGG | 91,766 | $9,108 | 12/31/2023 |
Evensky & Katz LLC | 92,911 | $9,100 | 03/31/2024 |
AGG | 92,911 | $9,100 | 03/31/2024 |
RFG Advisory LLC | 92,598 | $9,069 | 03/31/2024 |
AGG | 92,598 | $9,069 | 03/31/2024 |
Man Group plc | 91,010 | $9,033 | 12/31/2023 |
AGG | 91,010 | $9,033 | 12/31/2023 |
Perella Weinberg Partners Capital Management LP | 90,949 | $9,027 | 12/31/2023 |
AGG | 90,949 | $9,027 | 12/31/2023 |
Bremer Bank National Association | 91,956 | $9,006 | 03/31/2024 |
AGG | 91,956 | $9,006 | 03/31/2024 |
Signature Securities Group Corporation | 91,805 | $8,991 | 03/31/2024 |
AGG | 91,805 | $8,991 | 03/31/2024 |
ING Groep NV | 90,000 | $8,932 | 12/31/2023 |
AGG | 90,000 | $8,932 | 12/31/2023 |
Buck Wealth Strategies LLC | 89,792 | $8,912 | 12/31/2023 |
AGG | 89,792 | $8,912 | 12/31/2023 |
McGlone Suttner Wealth Management Inc. | 90,494 | $8,863 | 03/31/2024 |
AGG | 90,494 | $8,863 | 03/31/2024 |
Sandy Cove Advisors LLC | 90,434 | $8,857 | 03/31/2024 |
AGG | 90,434 | $8,857 | 03/31/2024 |
James J. Burns & Company LLC | 91,219 | $8,836 | 03/31/2024 |
AGG | 91,219 | $8,836 | 03/31/2024 |
Integrated Wealth Concepts LLC | 88,485 | $8,782 | 12/31/2023 |
AGG | 88,485 | $8,782 | 12/31/2023 |
New Century Financial Group LLC | 89,247 | $8,741 | 03/31/2024 |
AGG | 89,247 | $8,741 | 03/31/2024 |
Avondale Wealth Management | 88,670 | $8,684 | 03/31/2024 |
AGG | 88,670 | $8,684 | 03/31/2024 |
Whittier Trust Co. | 87,412 | $8,676 | 12/31/2023 |
AGG | 87,412 | $8,676 | 12/31/2023 |
Exchange Bank | 87,929 | $8,612 | 03/31/2024 |
AGG | 87,929 | $8,612 | 03/31/2024 |
Dentgroup LLC | 87,895 | $8,608 | 03/31/2024 |
AGG | 87,895 | $8,608 | 03/31/2024 |
BOK Financial Private Wealth Inc. | 86,504 | $8,586 | 12/31/2023 |
AGG | 86,504 | $8,586 | 12/31/2023 |
National Asset Management Inc. | 86,103 | $8,546 | 12/31/2023 |
AGG | 86,103 | $8,546 | 12/31/2023 |
Ausdal Financial Partners Inc. | 87,055 | $8,526 | 03/31/2024 |
AGG | 87,055 | $8,526 | 03/31/2024 |
Csenge Advisory Group | 85,672 | $8,503 | 12/31/2023 |
AGG | 85,672 | $8,503 | 12/31/2023 |
Sanibel Captiva Trust Company Inc. | 85,667 | $8,502 | 12/31/2023 |
AGG | 85,667 | $8,502 | 12/31/2023 |
Slow Capital Inc. | 86,497 | $8,472 | 03/31/2024 |
AGG | 86,497 | $8,472 | 03/31/2024 |
Prairieview Wealth Partners LLC | 86,211 | $8,444 | 03/31/2024 |
AGG | 86,211 | $8,444 | 03/31/2024 |
Insight 2811 Inc. | 84,366 | $8,373 | 12/31/2023 |
AGG | 84,366 | $8,373 | 12/31/2023 |
AJ Advisors LLC | 85,418 | $8,366 | 03/31/2024 |
AGG | 85,418 | $8,366 | 03/31/2024 |
Lake Street Advisors Group LLC | 83,617 | $8,299 | 12/31/2023 |
AGG | 83,617 | $8,299 | 12/31/2023 |
Argent Trust Co | 82,929 | $8,231 | 12/31/2023 |
AGG | 82,929 | $8,231 | 12/31/2023 |
Exchange Capital Management Inc. | 83,843 | $8,212 | 03/31/2024 |
AGG | 83,843 | $8,212 | 03/31/2024 |
Firestone Capital Management | 82,269 | $8,165 | 12/31/2023 |
AGG | 82,269 | $8,165 | 12/31/2023 |
Tillman Hartley LLC | 81,920 | $8,131 | 12/31/2023 |
AGG | 81,920 | $8,131 | 12/31/2023 |
Simplify Asset Management Inc. | 80,400 | $7,980 | 12/31/2023 |
AGG | 80,400 | $7,980 | 12/31/2023 |
CIBC Private Wealth Group LLC | 80,343 | $7,974 | 12/31/2023 |
AGG | 80,343 | $7,974 | 12/31/2023 |
Sigma Planning Corp | 80,062 | $7,946 | 12/31/2023 |
AGG | 80,062 | $7,946 | 12/31/2023 |
Farther Finance Advisors LLC | 79,819 | $7,922 | 12/31/2023 |
AGG | 79,819 | $7,922 | 12/31/2023 |
Ally Invest Advisors Inc. | 79,681 | $7,908 | 12/31/2023 |
AGG | 79,681 | $7,908 | 12/31/2023 |
Richard Bernstein Advisors LLC | 79,318 | $7,872 | 12/31/2023 |
AGG | 79,318 | $7,872 | 12/31/2023 |
Natixis Advisors L.P. | 80,157 | $7,851 | 03/31/2024 |
AGG | 80,157 | $7,851 | 03/31/2024 |
Strategic Financial Concepts LLC | 79,996 | $7,835 | 03/31/2024 |
AGG | 79,996 | $7,835 | 03/31/2024 |
Pitcairn Co. | 78,771 | $7,818 | 12/31/2023 |
AGG | 78,771 | $7,818 | 12/31/2023 |
Blue Barn Wealth LLC | 78,726 | $7,814 | 12/31/2023 |
AGG | 78,726 | $7,814 | 12/31/2023 |
Balyasny Asset Management LLC | 78,669 | $7,808 | 12/31/2023 |
AGG | 78,669 | $7,808 | 12/31/2023 |
Great Diamond Partners LLC | 78,442 | $7,785 | 12/31/2023 |
AGG | 78,442 | $7,785 | 12/31/2023 |
Warren Averett Asset Management LLC | 77,602 | $7,702 | 12/31/2023 |
AGG | 77,602 | $7,702 | 12/31/2023 |
Jackson Hole Capital Partners LLC | 77,224 | $7,664 | 12/31/2023 |
AGG | 77,224 | $7,664 | 12/31/2023 |
Lionsbridge Wealth Management LLC | 77,120 | $7,654 | 12/31/2023 |
AGG | 77,120 | $7,654 | 12/31/2023 |
Financial & Tax Architects LLC | 77,079 | $7,650 | 12/31/2023 |
AGG | 77,079 | $7,650 | 12/31/2023 |
Fund Evaluation Group LLC | 77,054 | $7,648 | 12/31/2023 |
AGG | 77,054 | $7,648 | 12/31/2023 |
Connectus Wealth LLC | 76,555 | $7,605 | 12/31/2023 |
AGG | 76,555 | $7,605 | 12/31/2023 |
Lifestyle Asset Management Inc. | 77,598 | $7,600 | 03/31/2024 |
AGG | 77,598 | $7,600 | 03/31/2024 |
HTG Investment Advisors Inc. | 75,312 | $7,475 | 12/31/2023 |
AGG | 75,312 | $7,475 | 12/31/2023 |
Plimoth Trust Co. LLC | 75,821 | $7,426 | 03/31/2024 |
AGG | 75,821 | $7,426 | 03/31/2024 |
Midwest Professional Planners LTD. | 74,443 | $7,388 | 12/31/2023 |
AGG | 74,443 | $7,388 | 12/31/2023 |
Opes Wealth Management LLC | 74,408 | $7,385 | 12/31/2023 |
AGG | 74,408 | $7,385 | 12/31/2023 |
SWP Financial LLC | 74,365 | $7,381 | 12/31/2023 |
AGG | 74,365 | $7,381 | 12/31/2023 |
Econ Financial Services Corp | 74,189 | $7,363 | 12/31/2023 |
AGG | 74,189 | $7,363 | 12/31/2023 |
Family Capital Trust Co | 75,048 | $7,350 | 03/31/2024 |
AGG | 75,048 | $7,350 | 03/31/2024 |
Pinnacle Financial Partners Inc. | 73,702 | $7,315 | 12/31/2023 |
AGG | 73,702 | $7,315 | 12/31/2023 |
Pictet Asset Management Holding SA | 73,232 | $7,268 | 12/31/2023 |
AGG | 73,232 | $7,268 | 12/31/2023 |
Beacon Bridge Wealth Partners LLC | 72,669 | $7,212 | 12/31/2023 |
AGG | 72,669 | $7,212 | 12/31/2023 |
Stone House Investment Management LLC | 72,275 | $7,173 | 12/31/2023 |
AGG | 72,275 | $7,173 | 12/31/2023 |
Forbes Financial Planning Inc. | 72,250 | $7,171 | 12/31/2023 |
AGG | 72,250 | $7,171 | 12/31/2023 |
Systematic Alpha Investments LLC | 72,000 | $7,146 | 12/31/2023 |
AGG | 72,000 | $7,146 | 12/31/2023 |
Catalyst Capital Advisors LLC | 72,828 | $7,133 | 03/31/2024 |
AGG | 72,828 | $7,133 | 03/31/2024 |
Balanced Wealth Group LLC | 71,569 | $7,103 | 12/31/2023 |
AGG | 71,569 | $7,103 | 12/31/2023 |
Creekmur Asset Management LLC | 71,493 | $7,096 | 12/31/2023 |
AGG | 71,493 | $7,096 | 12/31/2023 |
Quadrant Capital Group LLC | 71,476 | $7,094 | 12/31/2023 |
AGG | 71,476 | $7,094 | 12/31/2023 |
Apexium Financial LP | 72,398 | $7,091 | 03/31/2024 |
AGG | 72,398 | $7,091 | 03/31/2024 |
Kayne Anderson Rudnick Investment Management LLC | 70,734 | $7,017 | 12/31/2023 |
AGG | 70,734 | $7,017 | 12/31/2023 |
King Luther Capital Management Corp | 70,510 | $6,998 | 12/31/2023 |
AGG | 70,510 | $6,998 | 12/31/2023 |
ABLE Financial Group LLC | 70,087 | $6,956 | 12/31/2023 |
AGG | 70,087 | $6,956 | 12/31/2023 |
Cosner Financial Group LLC | 69,100 | $6,939 | 12/31/2023 |
AGG | 69,100 | $6,939 | 12/31/2023 |
Oldfather Financial Services LLC | 70,837 | $6,938 | 03/31/2024 |
AGG | 70,837 | $6,938 | 03/31/2024 |
Westside Investment Management Inc. | 70,713 | $6,925 | 03/31/2024 |
AGG | 70,713 | $6,925 | 03/31/2024 |
The Manufacturers Life Insurance Company | 69,670 | $6,915 | 12/31/2023 |
AGG | 69,670 | $6,915 | 12/31/2023 |
Wiley BROS. Aintree Capital LLC | 69,722 | $6,771 | 03/31/2024 |
AGG | 69,722 | $6,771 | 03/31/2024 |
First National Bank of Omaha | 68,021 | $6,751 | 12/31/2023 |
AGG | 68,021 | $6,751 | 12/31/2023 |
Lineweaver Wealth Advisors LLC | 67,995 | $6,751 | 12/31/2023 |
AGG | 67,995 | $6,751 | 12/31/2023 |
Oppenheimer & Co. Inc. | 68,014 | $6,750 | 12/31/2023 |
AGG | 68,014 | $6,750 | 12/31/2023 |
Heritage Wealth Management LLC | 68,361 | $6,695 | 03/31/2024 |
AGG | 68,361 | $6,695 | 03/31/2024 |
Arrow Financial Corp | 67,093 | $6,659 | 12/31/2023 |
AGG | 67,093 | $6,659 | 12/31/2023 |
Dynamic Advisor Solutions LLC | 67,742 | $6,635 | 03/31/2024 |
AGG | 67,742 | $6,635 | 03/31/2024 |
PFW Advisors LLC | 67,742 | $6,635 | 03/31/2024 |
AGG | 67,742 | $6,635 | 03/31/2024 |
Addis & Hill Inc | 68,346 | $6,625 | 03/31/2024 |
AGG | 68,346 | $6,625 | 03/31/2024 |
Erickson Financial Group LLC | 66,656 | $6,616 | 12/31/2023 |
AGG | 66,656 | $6,616 | 12/31/2023 |
Addison Advisors LLC | 66,217 | $6,572 | 12/31/2023 |
AGG | 66,217 | $6,572 | 12/31/2023 |
Level Four Advisory Services LLC | 65,949 | $6,545 | 12/31/2023 |
AGG | 65,949 | $6,545 | 12/31/2023 |
NewEdge Wealth LLC | 65,922 | $6,543 | 12/31/2023 |
AGG | 65,922 | $6,543 | 12/31/2023 |
Innova Wealth Partners | 65,626 | $6,513 | 12/31/2023 |
AGG | 65,626 | $6,513 | 12/31/2023 |
Forum Private Client Group LLC | 65,609 | $6,512 | 12/31/2023 |
AGG | 65,609 | $6,512 | 12/31/2023 |
Western Asset Management Company LLC | 65,325 | $6,484 | 12/31/2023 |
AGG | 65,325 | $6,484 | 12/31/2023 |
Taylor Cottrill Erickson & Associates Inc. | 65,222 | $6,473 | 12/31/2023 |
AGG | 65,222 | $6,473 | 12/31/2023 |
Vernal Point Advisors LLC | 64,686 | $6,420 | 12/31/2023 |
AGG | 64,686 | $6,420 | 12/31/2023 |
Sovereign Investment Advisors LLC | 64,147 | $6,367 | 12/31/2023 |
AGG | 64,147 | $6,367 | 12/31/2023 |
Prudential PLC | 63,925 | $6,345 | 12/31/2023 |
AGG | 63,925 | $6,345 | 12/31/2023 |
Twin Focus Capital Partners LLC | 63,731 | $6,325 | 12/31/2023 |
AGG | 63,731 | $6,325 | 12/31/2023 |
Buckingham Strategic Partners | 63,651 | $6,317 | 12/31/2023 |
AGG | 63,651 | $6,317 | 12/31/2023 |
Moneta Group Investment Advisors LLC | 63,259 | $6,278 | 12/31/2023 |
AGG | 63,259 | $6,278 | 12/31/2023 |
Gemmer Asset Management LLC | 63,462 | $6,215 | 03/31/2024 |
AGG | 63,462 | $6,215 | 03/31/2024 |
Heritage Financial Services LLC | 61,824 | $6,136 | 12/31/2023 |
AGG | 61,824 | $6,136 | 12/31/2023 |
Spotlight Asset Group Inc. | 65,209 | $6,132 | 12/31/2023 |
AGG | 65,209 | $6,132 | 12/31/2023 |
Wescott Financial Advisory Group LLC | 61,316 | $6,086 | 12/31/2023 |
AGG | 61,316 | $6,086 | 12/31/2023 |
Regal Investment Advisors LLC | 61,208 | $6,075 | 12/31/2023 |
AGG | 61,208 | $6,075 | 12/31/2023 |
Blue Chip Partners Inc. | 62,013 | $6,074 | 03/31/2024 |
AGG | 62,013 | $6,074 | 03/31/2024 |
Nomura Asset Management Co. Ltd. | 61,060 | $6,060 | 12/31/2023 |
AGG | 61,060 | $6,060 | 12/31/2023 |
McAdam LLC | 61,449 | $6,018 | 03/31/2024 |
AGG | 61,449 | $6,018 | 03/31/2024 |
Destiny Capital Corp CO | 60,568 | $6,011 | 12/31/2023 |
AGG | 60,568 | $6,011 | 12/31/2023 |
Roundview Capital LLC | 60,501 | $6,005 | 12/31/2023 |
AGG | 60,501 | $6,005 | 12/31/2023 |
Security Financial Services INC. | 60,755 | $5,950 | 03/31/2024 |
AGG | 60,755 | $5,950 | 03/31/2024 |
Summit Financial Group Inc. | 60,717 | $5,947 | 03/31/2024 |
AGG | 60,717 | $5,947 | 03/31/2024 |
Alliance Wealth Management Group | 59,911 | $5,946 | 12/31/2023 |
AGG | 59,911 | $5,946 | 12/31/2023 |
Capital Advisors Wealth Management LLC | 60,645 | $5,940 | 03/31/2024 |
AGG | 60,645 | $5,940 | 03/31/2024 |
Green Square Capital Advisors LLC | 59,732 | $5,928 | 12/31/2023 |
AGG | 59,732 | $5,928 | 12/31/2023 |
Pinnacle Wealth Management Group Inc. | 60,457 | $5,921 | 03/31/2024 |
AGG | 60,457 | $5,921 | 03/31/2024 |
HB Wealth Management LLC | 59,098 | $5,865 | 12/31/2023 |
AGG | 59,098 | $5,865 | 12/31/2023 |
Smith Shellnut Wilson LLC ADV | 58,830 | $5,839 | 12/31/2023 |
AGG | 58,830 | $5,839 | 12/31/2023 |
Grant GrossMendelsohn LLC | 60,206 | $5,834 | 03/31/2024 |
AGG | 60,206 | $5,834 | 03/31/2024 |
Linscomb & Williams Inc. | 58,782 | $5,834 | 12/31/2023 |
AGG | 58,782 | $5,834 | 12/31/2023 |
Acima Private Wealth LLC | 58,515 | $5,808 | 12/31/2023 |
AGG | 58,515 | $5,808 | 12/31/2023 |
Financial Freedom LLC | 59,114 | $5,790 | 03/31/2024 |
AGG | 59,114 | $5,790 | 03/31/2024 |
Northwest Capital Management Inc | 58,704 | $5,749 | 03/31/2024 |
AGG | 58,704 | $5,749 | 03/31/2024 |
Northstar Advisory Group LLC | 57,841 | $5,741 | 12/31/2023 |
AGG | 57,841 | $5,741 | 12/31/2023 |
Shelter Mutual Insurance Co | 57,660 | $5,723 | 12/31/2023 |
AGG | 57,660 | $5,723 | 12/31/2023 |
Juncture Wealth Strategies LLC | 58,093 | $5,690 | 03/31/2024 |
AGG | 58,093 | $5,690 | 03/31/2024 |
One Day In July LLC | 58,065 | $5,687 | 03/31/2024 |
AGG | 58,065 | $5,687 | 03/31/2024 |
J.W. Cole Advisors Inc. | 57,214 | $5,678 | 12/31/2023 |
AGG | 57,214 | $5,678 | 12/31/2023 |
Regal Wealth Group Inc. | 57,431 | $5,653 | 12/31/2023 |
AGG | 57,431 | $5,653 | 12/31/2023 |
Ballentine Partners LLC | 57,603 | $5,642 | 03/31/2024 |
AGG | 57,603 | $5,642 | 03/31/2024 |
Mainsail Financial Group LLC | 57,419 | $5,624 | 03/31/2024 |
AGG | 57,419 | $5,624 | 03/31/2024 |
Element Wealth LLC | 56,228 | $5,581 | 12/31/2023 |
AGG | 56,228 | $5,581 | 12/31/2023 |
Cornerstone Partners Capital Management LLC | 56,184 | $5,576 | 12/31/2023 |
AGG | 56,184 | $5,576 | 12/31/2023 |
NorthLanding Financial Partners LLC | 56,175 | $5,575 | 12/31/2023 |
AGG | 56,175 | $5,575 | 12/31/2023 |
Bromfield Sneider Wealth Advisors | 56,718 | $5,555 | 03/31/2024 |
AGG | 56,718 | $5,555 | 03/31/2024 |
Jasper Ridge Partners L.P. | 55,134 | $5,472 | 12/31/2023 |
AGG | 55,134 | $5,472 | 12/31/2023 |
Family Investment Center Inc. | 55,150 | $5,401 | 03/31/2024 |
AGG | 55,150 | $5,401 | 03/31/2024 |
Stock Yards Bank & Trust Co. | 53,798 | $5,339 | 12/31/2023 |
AGG | 53,798 | $5,339 | 12/31/2023 |
Citadel Advisors LLC | $5,310 | 12/31/2023 | |
Call | 54,200 | $5,379 | 12/31/2023 |
Put | 700 | $69 | 12/31/2023 |
RiverGlades Family Offices LLC | 54,144 | $5,287 | 12/31/2023 |
AGG | 54,144 | $5,287 | 12/31/2023 |
Pinnacle Wealth Planning Services Inc. | 53,248 | $5,285 | 12/31/2023 |
AGG | 53,248 | $5,285 | 12/31/2023 |
Ancora Advisors LLC | 53,225 | $5,283 | 12/31/2023 |
AGG | 53,225 | $5,283 | 12/31/2023 |
Measured Wealth Private Client Group LLC | 53,879 | $5,277 | 03/31/2024 |
AGG | 53,879 | $5,277 | 03/31/2024 |
DMG Group LLC | 53,849 | $5,274 | 03/31/2024 |
AGG | 53,849 | $5,274 | 03/31/2024 |
AlTi Global Inc. | 53,022 | $5,262 | 12/31/2023 |
AGG | 53,022 | $5,262 | 12/31/2023 |
City State Bank | 53,170 | $5,207 | 03/31/2024 |
AGG | 53,170 | $5,207 | 03/31/2024 |
Ashton Thomas Private Wealth LLC | 52,875 | $5,179 | 03/31/2024 |
AGG | 52,875 | $5,179 | 03/31/2024 |
Oxinas Partners Wealth Management LLC | 52,555 | $5,147 | 03/31/2024 |
AGG | 52,555 | $5,147 | 03/31/2024 |
Farmers & Merchants Investments Inc. | 52,521 | $5,144 | 03/31/2024 |
AGG | 52,521 | $5,144 | 03/31/2024 |
Durante & Waters LLC | 51,802 | $5,141 | 12/31/2023 |
AGG | 51,802 | $5,141 | 12/31/2023 |
RSM US Wealth Management LLC | 51,754 | $5,137 | 12/31/2023 |
AGG | 51,754 | $5,137 | 12/31/2023 |
Braun Bostich & Associates Inc. | 51,581 | $5,119 | 12/31/2023 |
AGG | 51,581 | $5,119 | 12/31/2023 |
Northeast Financial Group Inc. | 52,036 | $5,096 | 03/31/2024 |
AGG | 52,036 | $5,096 | 03/31/2024 |
Canal Capital Management LLC | 51,802 | $5,074 | 03/31/2024 |
AGG | 51,802 | $5,074 | 03/31/2024 |
Prosperity Consulting Group LLC | 50,900 | $5,052 | 12/31/2023 |
AGG | 50,900 | $5,052 | 12/31/2023 |
Traverso Chambers Private Wealth Management LLC | 50,821 | $5,044 | 12/31/2023 |
AGG | 50,821 | $5,044 | 12/31/2023 |
Family Firm Inc. | 50,802 | $5,042 | 12/31/2023 |
AGG | 50,802 | $5,042 | 12/31/2023 |
NBT Bank N A NY | 51,385 | $5,032 | 03/31/2024 |
AGG | 51,385 | $5,032 | 03/31/2024 |
DiMeo Schneider & Associates L.L.C. | 50,315 | $4,994 | 12/31/2023 |
AGG | 50,315 | $4,994 | 12/31/2023 |
Richard W. Paul & Associates LLC | 50,156 | $4,978 | 12/31/2023 |
AGG | 50,156 | $4,978 | 12/31/2023 |
Ironwood Financial llc | 50,683 | $4,964 | 03/31/2024 |
AGG | 50,683 | $4,964 | 03/31/2024 |
Connecticut Wealth Management LLC | 49,730 | $4,936 | 12/31/2023 |
AGG | 49,730 | $4,936 | 12/31/2023 |
Stonegate Investment Group LLC | 50,000 | $4,897 | 03/31/2024 |
AGG | 50,000 | $4,897 | 03/31/2024 |
Evergreen Wealth Solutions LLC | 49,248 | $4,888 | 12/31/2023 |
AGG | 49,248 | $4,888 | 12/31/2023 |
STA Wealth Management LLC | 49,169 | $4,880 | 12/31/2023 |
AGG | 49,169 | $4,880 | 12/31/2023 |
Oarsman Capital Inc. | 48,857 | $4,849 | 12/31/2023 |
AGG | 48,857 | $4,849 | 12/31/2023 |
Telemus Capital LLC | 48,830 | $4,846 | 12/31/2023 |
AGG | 48,830 | $4,846 | 12/31/2023 |
Change Path LLC | 48,607 | $4,824 | 12/31/2023 |
AGG | 48,607 | $4,824 | 12/31/2023 |
PFG Investments LLC | 49,168 | $4,815 | 03/31/2024 |
AGG | 49,168 | $4,815 | 03/31/2024 |
Cynosure Management LLC | 48,223 | $4,786 | 12/31/2023 |
AGG | 48,223 | $4,786 | 12/31/2023 |
KFG Wealth Management LLC | 48,806 | $4,780 | 03/31/2024 |
AGG | 48,806 | $4,780 | 03/31/2024 |
1ST Source Bank | 48,032 | $4,767 | 12/31/2023 |
AGG | 48,032 | $4,767 | 12/31/2023 |
Sierra Capital LLC | 47,593 | $4,724 | 12/31/2023 |
AGG | 47,593 | $4,724 | 12/31/2023 |
Simmons Bank | 47,586 | $4,723 | 12/31/2023 |
AGG | 47,586 | $4,723 | 12/31/2023 |
CIBC World Markets Inc. | 47,164 | $4,681 | 12/31/2023 |
AGG | 47,164 | $4,681 | 12/31/2023 |
Wall Capital Group Inc. | 47,068 | $4,671 | 12/31/2023 |
AGG | 47,068 | $4,671 | 12/31/2023 |
Lake Street Financial LLC | 47,635 | $4,665 | 03/31/2024 |
AGG | 47,635 | $4,665 | 03/31/2024 |
Atlas Private Wealth Management | 47,397 | $4,642 | 03/31/2024 |
AGG | 47,397 | $4,642 | 03/31/2024 |
SRS Capital Advisors Inc. | 46,775 | $4,642 | 12/31/2023 |
AGG | 46,775 | $4,642 | 12/31/2023 |
James Investment Research Inc. | 46,481 | $4,613 | 12/31/2023 |
AGG | 46,481 | $4,613 | 12/31/2023 |
Tritonpoint Wealth LLC | 46,967 | $4,600 | 03/31/2024 |
AGG | 46,967 | $4,600 | 03/31/2024 |
RKL Wealth Management LLC | 46,239 | $4,589 | 12/31/2023 |
AGG | 46,239 | $4,589 | 12/31/2023 |
Tobias Financial Advisors Inc. | 46,215 | $4,587 | 12/31/2023 |
AGG | 46,215 | $4,587 | 12/31/2023 |
Stage Harbor Financial LLC | 46,172 | $4,583 | 12/31/2023 |
AGG | 46,172 | $4,583 | 12/31/2023 |
Principal Financial Group Inc. | 45,925 | $4,558 | 12/31/2023 |
AGG | 45,925 | $4,558 | 12/31/2023 |
Sharper & Granite LLC | 46,902 | $4,534 | 03/31/2024 |
AGG | 46,902 | $4,534 | 03/31/2024 |
Beaumont Capital Management LLC | 45,629 | $4,529 | 12/31/2023 |
AGG | 45,629 | $4,529 | 12/31/2023 |
Fountainhead AM LLC | 45,491 | $4,515 | 12/31/2023 |
AGG | 45,491 | $4,515 | 12/31/2023 |
W.G. Shaheen & Associates DBA Whitney & Co | 45,069 | $4,473 | 12/31/2023 |
AGG | 45,069 | $4,473 | 12/31/2023 |
Empowered Funds LLC | 44,831 | $4,449 | 12/31/2023 |
AGG | 44,831 | $4,449 | 12/31/2023 |
Hillcrest Wealth Advisors NY LLC | 45,375 | $4,444 | 03/31/2024 |
AGG | 45,375 | $4,444 | 03/31/2024 |
Kowal Investment Group LLC | 45,120 | $4,419 | 03/31/2024 |
AGG | 45,120 | $4,419 | 03/31/2024 |
Coastline Trust Co | 44,785 | $4,386 | 03/31/2024 |
AGG | 44,785 | $4,386 | 03/31/2024 |
First American Trust FSB | 43,867 | $4,354 | 12/31/2023 |
AGG | 43,867 | $4,354 | 12/31/2023 |
Valeo Financial Advisors LLC | 45,496 | $4,340 | 03/31/2024 |
AGG | 45,496 | $4,340 | 03/31/2024 |
Aspect Partners LLC | 43,665 | $4,334 | 12/31/2023 |
AGG | 43,665 | $4,334 | 12/31/2023 |
Pacific Capital Wealth Advisors Inc. | 43,525 | $4,320 | 12/31/2023 |
AGG | 43,525 | $4,320 | 12/31/2023 |
Financial Advisory Group | 43,383 | $4,306 | 12/31/2023 |
AGG | 43,383 | $4,306 | 12/31/2023 |
J.Safra Asset Management Corp | 43,340 | $4,301 | 12/31/2023 |
AGG | 43,340 | $4,301 | 12/31/2023 |
E&G Advisors LP | 43,756 | $4,285 | 03/31/2024 |
AGG | 43,756 | $4,285 | 03/31/2024 |
Watershed Private Wealth LLC | 43,096 | $4,277 | 12/31/2023 |
AGG | 43,096 | $4,277 | 12/31/2023 |
Jackson Grant Investment Advisers Inc. | 42,740 | $4,242 | 12/31/2023 |
AGG | 42,740 | $4,242 | 12/31/2023 |
Eldridge Investment Advisors Inc. | 42,126 | $4,181 | 12/31/2023 |
AGG | 42,126 | $4,181 | 12/31/2023 |
Optas LLC | 42,285 | $4,141 | 03/31/2024 |
AGG | 42,285 | $4,141 | 03/31/2024 |
Lake Hills Wealth Management LLC | 41,756 | $4,090 | 03/31/2024 |
AGG | 41,756 | $4,090 | 03/31/2024 |
Alesco Advisors LLC | 41,106 | $4,080 | 12/31/2023 |
AGG | 41,106 | $4,080 | 12/31/2023 |
Moneda S.A. Administradora General de Fondos | 41,059 | $4,075 | 12/31/2023 |
AGG | 41,059 | $4,075 | 12/31/2023 |
Signal Advisors Wealth LLC | 41,204 | $4,036 | 03/31/2024 |
AGG | 41,204 | $4,036 | 03/31/2024 |
AlphaQ Advisors LLC | 40,544 | $4,024 | 12/31/2023 |
AGG | 40,544 | $4,024 | 12/31/2023 |
Hallmark Capital Management Inc. | 40,446 | $4,014 | 12/31/2023 |
AGG | 40,446 | $4,014 | 12/31/2023 |
Litman Gregory Asset Management LLC | 40,412 | $4,011 | 12/31/2023 |
AGG | 40,412 | $4,011 | 12/31/2023 |
Spectrum Investment Advisors Inc. | 40,380 | $4,008 | 12/31/2023 |
AGG | 40,380 | $4,008 | 12/31/2023 |
Red Cedar Investment Management LLC | 40,848 | $4,001 | 03/31/2024 |
AGG | 40,848 | $4,001 | 03/31/2024 |
Wayfinding Financial LLC | 40,069 | $3,976 | 12/31/2023 |
AGG | 40,069 | $3,976 | 12/31/2023 |
All Terrain Financial Advisors LLC | 39,834 | $3,954 | 12/31/2023 |
AGG | 39,834 | $3,954 | 12/31/2023 |
Loomis Sayles & Co. L P | 39,458 | $3,916 | 12/31/2023 |
AGG | 39,458 | $3,916 | 12/31/2023 |
Peterson Wealth Management | 39,461 | $3,916 | 12/31/2023 |
AGG | 39,461 | $3,916 | 12/31/2023 |
Simon Quick Advisors LLC | 39,960 | $3,914 | 03/31/2024 |
AGG | 39,960 | $3,914 | 03/31/2024 |
Fagan Associates Inc. | 39,305 | $3,901 | 12/31/2023 |
AGG | 39,305 | $3,901 | 12/31/2023 |
Adirondack Trust Co. | 39,694 | $3,888 | 03/31/2024 |
AGG | 39,694 | $3,888 | 03/31/2024 |
Mechanics Bank Trust Department | 39,700 | $3,888 | 03/31/2024 |
AGG | 39,700 | $3,888 | 03/31/2024 |
Source Financial Advisors LLC | 39,041 | $3,875 | 12/31/2023 |
AGG | 39,041 | $3,875 | 12/31/2023 |
Modus Advisors LLC | 39,480 | $3,867 | 03/31/2024 |
AGG | 39,480 | $3,867 | 03/31/2024 |
KG&L Capital Management LLC | 39,298 | $3,849 | 03/31/2024 |
AGG | 39,298 | $3,849 | 03/31/2024 |
Leuthold Group LLC | 38,742 | $3,845 | 12/31/2023 |
AGG | 38,742 | $3,845 | 12/31/2023 |
D L Carlson Investment Group Inc. | 39,410 | $3,839 | 12/31/2023 |
AGG | 39,410 | $3,839 | 12/31/2023 |
Grove Bank & Trust | 38,648 | $3,836 | 12/31/2023 |
AGG | 38,648 | $3,836 | 12/31/2023 |
Family Wealth Partners LLC | 39,137 | $3,833 | 03/31/2024 |
AGG | 39,137 | $3,833 | 03/31/2024 |
TI Trust Inc. | 38,633 | $3,784 | 03/31/2024 |
AGG | 38,633 | $3,784 | 03/31/2024 |
First Trust Advisors LP | 37,873 | $3,759 | 12/31/2023 |
AGG | 37,873 | $3,759 | 12/31/2023 |
AMG National Trust Bank | 37,565 | $3,728 | 12/31/2023 |
AGG | 37,565 | $3,728 | 12/31/2023 |
Private Trust Co. NA | 38,057 | $3,727 | 03/31/2024 |
AGG | 38,057 | $3,727 | 03/31/2024 |
Atomi Financial Group Inc. | 37,435 | $3,715 | 12/31/2023 |
AGG | 37,435 | $3,715 | 12/31/2023 |
Bennett Associates Wealth Management | 37,907 | $3,713 | 03/31/2024 |
AGG | 37,907 | $3,713 | 03/31/2024 |
Legacy Wealth Management Inc | 37,738 | $3,696 | 03/31/2024 |
AGG | 37,738 | $3,696 | 03/31/2024 |
Waycross Partners LLC | 37,110 | $3,683 | 12/31/2023 |
AGG | 37,110 | $3,683 | 12/31/2023 |
Sawtooth Solutions LLC | 36,925 | $3,665 | 12/31/2023 |
AGG | 36,925 | $3,665 | 12/31/2023 |
CVA Family Office LLC | 37,304 | $3,654 | 03/31/2024 |
AGG | 37,304 | $3,654 | 03/31/2024 |
Gladstone Institutional Advisory LLC | 36,792 | $3,652 | 12/31/2023 |
AGG | 36,792 | $3,652 | 12/31/2023 |
Glassy Mountain Advisors Inc. | 37,090 | $3,633 | 03/31/2024 |
AGG | 37,090 | $3,633 | 03/31/2024 |
Summit Financial LLC | 36,754 | $3,600 | 03/31/2024 |
AGG | 36,754 | $3,600 | 03/31/2024 |
Motive Wealth Advisors | 36,193 | $3,592 | 12/31/2023 |
AGG | 36,193 | $3,592 | 12/31/2023 |
Accurate Wealth Management LLC | 37,595 | $3,586 | 03/31/2024 |
AGG | 37,595 | $3,586 | 03/31/2024 |
Coldstream Capital Management Inc. | 35,874 | $3,561 | 12/31/2023 |
AGG | 35,874 | $3,561 | 12/31/2023 |
Patten Group Inc. | 36,113 | $3,537 | 03/31/2024 |
AGG | 36,113 | $3,537 | 03/31/2024 |
ZRC Wealth Management LLC | 36,004 | $3,530 | 03/31/2024 |
AGG | 36,004 | $3,530 | 03/31/2024 |
Curi Capital | 35,545 | $3,528 | 12/31/2023 |
AGG | 35,545 | $3,528 | 12/31/2023 |
Ullmann Financial Group Inc. | 35,103 | $3,484 | 12/31/2023 |
AGG | 35,103 | $3,484 | 12/31/2023 |
Moss Adams Wealth Advisors LLC | 35,022 | $3,476 | 12/31/2023 |
AGG | 35,022 | $3,476 | 12/31/2023 |
Davies Financial Advisors Inc. | 35,294 | $3,457 | 03/31/2024 |
AGG | 35,294 | $3,457 | 03/31/2024 |
BCS Wealth Management | 34,912 | $3,419 | 03/31/2024 |
AGG | 34,912 | $3,419 | 03/31/2024 |
First Financial Bank Trust Division | 34,816 | $3,410 | 03/31/2024 |
AGG | 34,816 | $3,410 | 03/31/2024 |
MPS Loria Financial Planners LLC | 34,702 | $3,399 | 03/31/2024 |
AGG | 34,702 | $3,399 | 03/31/2024 |
Arbor Trust Wealth Advisors LLC | 35,248 | $3,375 | 03/31/2024 |
AGG | 35,248 | $3,375 | 03/31/2024 |
Compass Ion Advisors LLC | 34,372 | $3,366 | 03/31/2024 |
AGG | 34,372 | $3,366 | 03/31/2024 |
Iowa State Bank | 34,300 | $3,359 | 03/31/2024 |
AGG | 34,300 | $3,359 | 03/31/2024 |
Alhambra Investment Partners LLC | 33,999 | $3,330 | 03/31/2024 |
AGG | 33,999 | $3,330 | 03/31/2024 |
Gerber Kawasaki Wealth & Investment Management | 32,956 | $3,271 | 12/31/2023 |
AGG | 32,956 | $3,271 | 12/31/2023 |
Tactive Advisors LLC | 32,943 | $3,270 | 12/31/2023 |
AGG | 32,943 | $3,270 | 12/31/2023 |
Perfromance Wealth Partners LLC | 32,888 | $3,264 | 12/31/2023 |
AGG | 32,888 | $3,264 | 12/31/2023 |
Sound View Wealth Advisors Group LLC | 32,831 | $3,259 | 12/31/2023 |
AGG | 32,831 | $3,259 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 32,812 | $3,257 | 12/31/2023 |
AGG | 32,812 | $3,257 | 12/31/2023 |
Epiq Partners LLC | 33,194 | $3,251 | 03/31/2024 |
AGG | 33,194 | $3,251 | 03/31/2024 |
Davidson Investment Advisors | 32,742 | $3,250 | 12/31/2023 |
AGG | 32,742 | $3,250 | 12/31/2023 |
Lansing Street Advisors | 32,611 | $3,237 | 12/31/2023 |
AGG | 32,611 | $3,237 | 12/31/2023 |
Donaldson Capital Management LLC | 33,031 | $3,235 | 03/31/2024 |
AGG | 33,031 | $3,235 | 03/31/2024 |
Cherry Tree Wealth Management LLC | 32,582 | $3,234 | 12/31/2023 |
AGG | 32,582 | $3,234 | 12/31/2023 |
Leavell Investment Management Inc. | 32,643 | $3,197 | 03/31/2024 |
AGG | 32,643 | $3,197 | 03/31/2024 |
Canvas Wealth Advisors LLC | 33,410 | $3,192 | 03/31/2024 |
AGG | 33,410 | $3,192 | 03/31/2024 |
Sterling Investment Advisors LLC ADV | 32,302 | $3,164 | 03/31/2024 |
AGG | 32,302 | $3,164 | 03/31/2024 |
Madrona Financial Services LLC | 32,253 | $3,159 | 03/31/2024 |
AGG | 32,253 | $3,159 | 03/31/2024 |
Compass Financial Group Inc. | 31,563 | $3,133 | 12/31/2023 |
AGG | 31,563 | $3,133 | 12/31/2023 |
Global Wealth Management Investment Advisory Inc. | 31,565 | $3,133 | 12/31/2023 |
AGG | 31,565 | $3,133 | 12/31/2023 |
XML Financial LLC | 31,148 | $3,091 | 12/31/2023 |
AGG | 31,148 | $3,091 | 12/31/2023 |
Alamar Capital Management LLC | 31,090 | $3,086 | 12/31/2023 |
AGG | 31,090 | $3,086 | 12/31/2023 |
Ballew Advisors Inc | 32,181 | $3,082 | 03/31/2024 |
AGG | 32,181 | $3,082 | 03/31/2024 |
NYL Investors LLC | 30,800 | $3,057 | 12/31/2023 |
AGG | 30,800 | $3,057 | 12/31/2023 |
Pensionmark Financial Group LLC | 30,798 | $3,057 | 12/31/2023 |
AGG | 30,798 | $3,057 | 12/31/2023 |
Cahill Wealth Management LLC | 30,585 | $3,036 | 12/31/2023 |
AGG | 30,585 | $3,036 | 12/31/2023 |
Sound Income Strategies LLC | 30,834 | $3,020 | 03/31/2024 |
AGG | 30,834 | $3,020 | 03/31/2024 |
Sandy Spring Bank | 30,329 | $3,010 | 12/31/2023 |
AGG | 30,329 | $3,010 | 12/31/2023 |
Aletheian Wealth Advisors LLC | 30,417 | $2,979 | 03/31/2024 |
AGG | 30,417 | $2,979 | 03/31/2024 |
Foguth Wealth Management LLC. | 30,392 | $2,977 | 03/31/2024 |
AGG | 30,392 | $2,977 | 03/31/2024 |
Moody National Bank Trust Division | 30,340 | $2,972 | 03/31/2024 |
AGG | 30,340 | $2,972 | 03/31/2024 |
Hollencrest Capital Management | 29,455 | $2,923 | 12/31/2023 |
AGG | 29,455 | $2,923 | 12/31/2023 |
Soltis Investment Advisors LLC | 29,187 | $2,897 | 12/31/2023 |
AGG | 29,187 | $2,897 | 12/31/2023 |
Bessemer Group Inc. | 29,150 | $2,893 | 12/31/2023 |
AGG | 29,150 | $2,893 | 12/31/2023 |
NEOS Investment Management LLC | 29,136 | $2,892 | 12/31/2023 |
AGG | 29,136 | $2,892 | 12/31/2023 |
Arrowroot Family Office LLC | 28,935 | $2,872 | 12/31/2023 |
AGG | 28,935 | $2,872 | 12/31/2023 |
One Capital Management LLC | 28,505 | $2,829 | 12/31/2023 |
AGG | 28,505 | $2,829 | 12/31/2023 |
Saxon Interests Inc. | 28,770 | $2,818 | 03/31/2024 |
AGG | 28,770 | $2,818 | 03/31/2024 |
Bluestem Financial Advisors LLC | 28,720 | $2,813 | 03/31/2024 |
AGG | 28,720 | $2,813 | 03/31/2024 |
Asset Management Group Inc. | 28,323 | $2,811 | 12/31/2023 |
AGG | 28,323 | $2,811 | 12/31/2023 |
United Asset Strategies Inc. | 28,421 | $2,784 | 03/31/2024 |
AGG | 28,421 | $2,784 | 03/31/2024 |
Ameritas Advisory Services LLC | 28,089 | $2,775 | 12/31/2023 |
AGG | 28,089 | $2,775 | 12/31/2023 |
JNB Advisors LLC | 27,846 | $2,764 | 12/31/2023 |
AGG | 27,846 | $2,764 | 12/31/2023 |
Money Concepts Capital Corp | 27,764 | $2,756 | 12/31/2023 |
AGG | 27,764 | $2,756 | 12/31/2023 |
Objective Capital Management LLC | 27,731 | $2,752 | 12/31/2023 |
AGG | 27,731 | $2,752 | 12/31/2023 |
Mission Wealth Management LP | 27,516 | $2,731 | 12/31/2023 |
AGG | 27,516 | $2,731 | 12/31/2023 |
Financial Counselors Inc. | 27,271 | $2,707 | 12/31/2023 |
AGG | 27,271 | $2,707 | 12/31/2023 |
Gryphon Financial Partners LLC | 27,133 | $2,693 | 12/31/2023 |
AGG | 27,133 | $2,693 | 12/31/2023 |
FourThought Financial Partners LLC | 26,848 | $2,665 | 12/31/2023 |
AGG | 26,848 | $2,665 | 12/31/2023 |
New World Advisors LLC | 27,111 | $2,655 | 03/31/2024 |
AGG | 27,111 | $2,655 | 03/31/2024 |
Patriot Financial Group Insurance Agency LLC | 26,640 | $2,644 | 12/31/2023 |
AGG | 26,640 | $2,644 | 12/31/2023 |
Retirement Planning Group | 26,880 | $2,633 | 03/31/2024 |
AGG | 26,880 | $2,633 | 03/31/2024 |
Prosperity Planning Inc. | 26,646 | $2,610 | 03/31/2024 |
AGG | 26,646 | $2,610 | 03/31/2024 |
Clarius Group LLC | 26,567 | $2,602 | 03/31/2024 |
AGG | 26,567 | $2,602 | 03/31/2024 |
Smith Anglin Financial LLC | 26,551 | $2,600 | 03/31/2024 |
AGG | 26,551 | $2,600 | 03/31/2024 |
Peapack Gladstone Financial Corp | 26,101 | $2,590 | 12/31/2023 |
AGG | 26,101 | $2,590 | 12/31/2023 |
Fermata Advisors LLC | 26,352 | $2,581 | 03/31/2024 |
AGG | 26,352 | $2,581 | 03/31/2024 |
Wealthcare Capital Management LLC | 26,316 | $2,577 | 03/31/2024 |
AGG | 26,316 | $2,577 | 03/31/2024 |
American National Bank | 26,234 | $2,569 | 03/31/2024 |
AGG | 26,234 | $2,569 | 03/31/2024 |
Garrett Investment Advisors LLC | 25,898 | $2,536 | 03/31/2024 |
AGG | 25,898 | $2,536 | 03/31/2024 |
WealthShield Partners LLC | 25,527 | $2,534 | 12/31/2023 |
AGG | 25,527 | $2,534 | 12/31/2023 |
Riverview Trust Co | 25,819 | $2,529 | 03/31/2024 |
AGG | 25,819 | $2,529 | 03/31/2024 |
Mosaic Advisors LLC | 25,741 | $2,521 | 03/31/2024 |
AGG | 25,741 | $2,521 | 03/31/2024 |
Kingswood Wealth Advisors LLC | 25,730 | $2,520 | 03/31/2024 |
AGG | 25,730 | $2,520 | 03/31/2024 |
Thompson Siegel & Walmsley LLC | 25,353 | $2,516 | 12/31/2023 |
AGG | 25,353 | $2,516 | 12/31/2023 |
Continental Investors Services Inc. | 25,243 | $2,505 | 12/31/2023 |
AGG | 25,243 | $2,505 | 12/31/2023 |
DAVENPORT & Co LLC | 25,087 | $2,490 | 12/31/2023 |
AGG | 25,087 | $2,490 | 12/31/2023 |
ERTS Wealth Advisors LLC | 25,282 | $2,476 | 03/31/2024 |
AGG | 25,282 | $2,476 | 03/31/2024 |
Columbus Macro LLC | 25,119 | $2,460 | 03/31/2024 |
AGG | 25,119 | $2,460 | 03/31/2024 |
Savant Capital LLC | 24,617 | $2,443 | 12/31/2023 |
AGG | 24,617 | $2,443 | 12/31/2023 |
Aua Capital Management LLC | 24,828 | $2,432 | 03/31/2024 |
AGG | 24,828 | $2,432 | 03/31/2024 |
Trilogy Capital Inc. | 24,775 | $2,427 | 03/31/2024 |
AGG | 24,775 | $2,427 | 03/31/2024 |
Davidson Trust Co. | 24,408 | $2,423 | 12/31/2023 |
AGG | 24,408 | $2,423 | 12/31/2023 |
Eagle Strategies LLC | 24,690 | $2,418 | 03/31/2024 |
AGG | 24,690 | $2,418 | 03/31/2024 |
Main Management LLC | 24,163 | $2,398 | 12/31/2023 |
AGG | 24,163 | $2,398 | 12/31/2023 |
Belpointe Asset Management LLC | 24,027 | $2,385 | 12/31/2023 |
AGG | 24,027 | $2,385 | 12/31/2023 |
Flagship Private Wealth LLC | 23,997 | $2,382 | 12/31/2023 |
AGG | 23,997 | $2,382 | 12/31/2023 |
C2C Wealth Management LLC | 23,854 | $2,372 | 12/31/2023 |
AGG | 23,854 | $2,372 | 12/31/2023 |
Advisor OS LLC | 23,780 | $2,360 | 12/31/2023 |
AGG | 23,780 | $2,360 | 12/31/2023 |
Western Wealth Management LLC | 23,714 | $2,354 | 12/31/2023 |
AGG | 23,714 | $2,354 | 12/31/2023 |
Altus Wealth Group LLC | 23,698 | $2,352 | 12/31/2023 |
AGG | 23,698 | $2,352 | 12/31/2023 |
Texas Capital Bancshares Inc. TX | 23,534 | $2,336 | 12/31/2023 |
AGG | 23,534 | $2,336 | 12/31/2023 |
Hoxton Planning & Management LLC | 23,830 | $2,334 | 03/31/2024 |
AGG | 23,830 | $2,334 | 03/31/2024 |
Alaska Permanent Capital Management | 23,632 | $2,313 | 03/31/2024 |
AGG | 23,632 | $2,313 | 03/31/2024 |
Lcnb Corp | 23,265 | $2,309 | 12/31/2023 |
AGG | 23,265 | $2,309 | 12/31/2023 |
Hilltop Holdings Inc. | 23,208 | $2,303 | 12/31/2023 |
AGG | 23,208 | $2,303 | 12/31/2023 |
Cooksen Wealth LLC | 23,342 | $2,286 | 03/31/2024 |
AGG | 23,342 | $2,286 | 03/31/2024 |
Tradition Wealth Management LLC | 22,831 | $2,266 | 12/31/2023 |
AGG | 22,831 | $2,266 | 12/31/2023 |
SlateStone Wealth LLC | 23,016 | $2,254 | 03/31/2024 |
AGG | 23,016 | $2,254 | 03/31/2024 |
Cary Street Partners Investment Advisory LLC | 22,616 | $2,245 | 12/31/2023 |
AGG | 22,616 | $2,245 | 12/31/2023 |
KFA Private Wealth Group LLC | 22,526 | $2,236 | 12/31/2023 |
AGG | 22,526 | $2,236 | 12/31/2023 |
Custos Family Office LLC | 22,460 | $2,229 | 12/31/2023 |
AGG | 22,460 | $2,229 | 12/31/2023 |
We Are One Seven LLC | 22,446 | $2,228 | 12/31/2023 |
AGG | 22,446 | $2,228 | 12/31/2023 |
Hayek Kallen Investment Management | 22,421 | $2,225 | 12/31/2023 |
AGG | 22,421 | $2,225 | 12/31/2023 |
Smith Moore & CO. | 22,356 | $2,219 | 12/31/2023 |
AGG | 22,356 | $2,219 | 12/31/2023 |
Evergreen Advisors LLC | 22,348 | $2,218 | 12/31/2023 |
AGG | 22,348 | $2,218 | 12/31/2023 |
Financial Gravity Asset Management Inc. | 22,248 | $2,208 | 12/31/2023 |
AGG | 22,248 | $2,208 | 12/31/2023 |
Blueprint Investment Partners LLC | 22,244 | $2,208 | 12/31/2023 |
AGG | 22,244 | $2,208 | 12/31/2023 |
Wells Financial Advisors INC | 22,046 | $2,188 | 12/31/2023 |
AGG | 22,046 | $2,188 | 12/31/2023 |
Sax Wealth Advisors LLC | 22,018 | $2,185 | 12/31/2023 |
AGG | 22,018 | $2,185 | 12/31/2023 |
Bedell Frazier Investment Counseling LLC | 22,002 | $2,184 | 12/31/2023 |
AGG | 22,002 | $2,184 | 12/31/2023 |
Culbertson A N & Co. Inc. | 21,979 | $2,181 | 12/31/2023 |
AGG | 21,979 | $2,181 | 12/31/2023 |
Bigelow Investment Advisors LLC | 21,945 | $2,178 | 12/31/2023 |
AGG | 21,945 | $2,178 | 12/31/2023 |
Schiavi & Co LLC | 21,918 | $2,175 | 12/31/2023 |
AGG | 21,918 | $2,175 | 12/31/2023 |
Waldron Private Wealth LLC | 21,856 | $2,169 | 12/31/2023 |
AGG | 21,856 | $2,169 | 12/31/2023 |
Retirement Systems of Alabama | 21,791 | $2,163 | 12/31/2023 |
AGG | 21,791 | $2,163 | 12/31/2023 |
Financial Strategies Group Inc. | 22,295 | $2,161 | 03/31/2024 |
AGG | 22,295 | $2,161 | 03/31/2024 |
Koshinski Asset Management Inc. | 21,643 | $2,148 | 12/31/2023 |
AGG | 21,643 | $2,148 | 12/31/2023 |
Zeit Capital LLC | 21,607 | $2,144 | 12/31/2023 |
AGG | 21,607 | $2,144 | 12/31/2023 |
Carr Financial Group Corp | 21,882 | $2,143 | 03/31/2024 |
AGG | 21,882 | $2,143 | 03/31/2024 |
BCJ Capital Management LLC | 21,590 | $2,143 | 12/31/2023 |
AGG | 21,590 | $2,143 | 12/31/2023 |
Benchmark Investment Advisors LLC | 21,590 | $2,143 | 12/31/2023 |
AGG | 21,590 | $2,143 | 12/31/2023 |
Financial Network Wealth Management LLC | 21,185 | $2,102 | 12/31/2023 |
AGG | 21,185 | $2,102 | 12/31/2023 |
Massmutual Trust Co. FSB ADV | 21,433 | $2,099 | 03/31/2024 |
AGG | 21,433 | $2,099 | 03/31/2024 |
Pettyjohn Wood & White Inc. | 21,087 | $2,093 | 12/31/2023 |
AGG | 21,087 | $2,093 | 12/31/2023 |
Raymond James Trust CO. of NH | 21,365 | $2,092 | 03/31/2024 |
AGG | 21,365 | $2,092 | 03/31/2024 |
Eight 31 Financial LLC | 20,967 | $2,081 | 12/31/2023 |
AGG | 20,967 | $2,081 | 12/31/2023 |
Rather & Kittrell Inc. | 21,221 | $2,078 | 03/31/2024 |
AGG | 21,221 | $2,078 | 03/31/2024 |
Chandler Asset Management Inc. | 20,904 | $2,075 | 12/31/2023 |
AGG | 20,904 | $2,075 | 12/31/2023 |
Accel Wealth Management | 21,068 | $2,063 | 03/31/2024 |
AGG | 21,068 | $2,063 | 03/31/2024 |
Occidental Asset Management LLC | 20,929 | $2,050 | 03/31/2024 |
AGG | 20,929 | $2,050 | 03/31/2024 |
Mckinley Capital Management LLC Delaware | 20,389 | $2,024 | 12/31/2023 |
AGG | 20,389 | $2,024 | 12/31/2023 |
Whittier Trust Co. of Nevada Inc. | 20,397 | $2,024 | 12/31/2023 |
AGG | 20,397 | $2,024 | 12/31/2023 |
Synergy Financial Management LLC | 20,374 | $1,995 | 03/31/2024 |
AGG | 20,374 | $1,995 | 03/31/2024 |
West Michigan Advisors LLC | 20,088 | $1,994 | 12/31/2023 |
AGG | 20,088 | $1,994 | 12/31/2023 |
Annex Advisory Services LLC | 20,346 | $1,993 | 03/31/2024 |
AGG | 20,346 | $1,993 | 03/31/2024 |
Long Run Wealth Advisors LLC | 20,334 | $1,992 | 03/31/2024 |
AGG | 20,334 | $1,992 | 03/31/2024 |
TD Waterhouse Canada Inc. | 20,190 | $1,987 | 12/31/2023 |
AGG | 20,190 | $1,987 | 12/31/2023 |
Bellwether Advisors LLC | 19,934 | $1,978 | 12/31/2023 |
AGG | 19,934 | $1,978 | 12/31/2023 |
Frontier Asset Management LLC | 19,931 | $1,978 | 12/31/2023 |
AGG | 19,931 | $1,978 | 12/31/2023 |
Fairway Wealth LLC | 19,901 | $1,975 | 12/31/2023 |
AGG | 19,901 | $1,975 | 12/31/2023 |
UMB Bank N A MO | 20,044 | $1,963 | 03/31/2024 |
AGG | 20,044 | $1,963 | 03/31/2024 |
Napatree Capital LLC | 19,659 | $1,951 | 12/31/2023 |
AGG | 19,659 | $1,951 | 12/31/2023 |
Westwood Holdings Group Inc. | 19,578 | $1,943 | 12/31/2023 |
AGG | 19,578 | $1,943 | 12/31/2023 |
Strategic Advocates LLC | 19,759 | $1,935 | 03/31/2024 |
AGG | 19,759 | $1,935 | 03/31/2024 |
HBK Sorce Advisory LLC | 19,470 | $1,932 | 12/31/2023 |
AGG | 19,470 | $1,932 | 12/31/2023 |
Sheets Smith Wealth Management | 19,325 | $1,918 | 12/31/2023 |
AGG | 19,325 | $1,918 | 12/31/2023 |
REDW Wealth LLC | 19,315 | $1,917 | 12/31/2023 |
AGG | 19,315 | $1,917 | 12/31/2023 |
CX Institutional | 19,555 | $1,910 | 03/31/2024 |
AGG | 19,555 | $1,910 | 03/31/2024 |
Winthrop Capital Management LLC | 19,225 | $1,908 | 12/31/2023 |
AGG | 19,225 | $1,908 | 12/31/2023 |
Kensington Asset Management LLC | 19,100 | $1,896 | 12/31/2023 |
AGG | 19,100 | $1,896 | 12/31/2023 |
Golden State Equity Partners | 19,095 | $1,895 | 12/31/2023 |
AGG | 19,095 | $1,895 | 12/31/2023 |
Stockman Wealth Management Inc. | 19,232 | $1,884 | 03/31/2024 |
AGG | 19,232 | $1,884 | 03/31/2024 |
Alera Investment Advisors LLC | 18,969 | $1,883 | 12/31/2023 |
AGG | 18,969 | $1,883 | 12/31/2023 |
Atwater Malick LLC | 19,143 | $1,875 | 03/31/2024 |
AGG | 19,143 | $1,875 | 03/31/2024 |
Larson Financial Group LLC | 18,871 | $1,873 | 12/31/2023 |
AGG | 18,871 | $1,873 | 12/31/2023 |
Hoylecohen LLC | 18,833 | $1,869 | 12/31/2023 |
AGG | 18,833 | $1,869 | 12/31/2023 |
Wealth Dimensions Group Ltd. | 18,821 | $1,868 | 12/31/2023 |
AGG | 18,821 | $1,868 | 12/31/2023 |
International Assets Investment Management LLC | 19,234 | $1,865 | 03/31/2024 |
AGG | 19,234 | $1,865 | 03/31/2024 |
Townsquare Capital LLC | 18,787 | $1,865 | 12/31/2023 |
AGG | 18,787 | $1,865 | 12/31/2023 |
Aviance Capital Partners LLC | 18,978 | $1,859 | 03/31/2024 |
AGG | 18,978 | $1,859 | 03/31/2024 |
Weil Company Inc. | 18,681 | $1,854 | 12/31/2023 |
AGG | 18,681 | $1,854 | 12/31/2023 |
Neuberger Berman Group LLC | 18,679 | $1,854 | 12/31/2023 |
AGG | 18,679 | $1,854 | 12/31/2023 |
Total Investment Management Inc. | 18,923 | $1,853 | 03/31/2024 |
AGG | 18,923 | $1,853 | 03/31/2024 |
Meridian Wealth Management LLC | 18,610 | $1,823 | 03/31/2024 |
AGG | 18,610 | $1,823 | 03/31/2024 |
Becker Capital Management Inc. | 18,139 | $1,800 | 12/31/2023 |
AGG | 18,139 | $1,800 | 12/31/2023 |
Acropolis Investment Management LLC | 18,312 | $1,793 | 03/31/2024 |
AGG | 18,312 | $1,793 | 03/31/2024 |
Coppell Advisory Solutions LLC | 18,028 | $1,789 | 12/31/2023 |
AGG | 18,028 | $1,789 | 12/31/2023 |
Pinnacle Associates Ltd. | 18,258 | $1,788 | 03/31/2024 |
AGG | 18,258 | $1,788 | 03/31/2024 |
Global Trust Asset Management LLC | 18,202 | $1,783 | 03/31/2024 |
AGG | 18,202 | $1,783 | 03/31/2024 |
Transamerica Financial Advisors Inc. | 17,925 | $1,780 | 12/31/2023 |
AGG | 17,925 | $1,780 | 12/31/2023 |
Crestone Asset Management LLC | 18,138 | $1,776 | 03/31/2024 |
AGG | 18,138 | $1,776 | 03/31/2024 |
FOCUS Wealth Advisors LLC | 17,869 | $1,750 | 03/31/2024 |
AGG | 17,869 | $1,750 | 03/31/2024 |
Avion Wealth | 17,625 | $1,749 | 12/31/2023 |
AGG | 17,625 | $1,749 | 12/31/2023 |
Auour Investments LLC | 17,797 | $1,743 | 12/31/2023 |
AGG | 17,797 | $1,743 | 12/31/2023 |
Ascent Wealth Partners LLC | 17,551 | $1,742 | 12/31/2023 |
AGG | 17,551 | $1,742 | 12/31/2023 |
Clarity Financial LLC | 17,575 | $1,721 | 03/31/2024 |
AGG | 17,575 | $1,721 | 03/31/2024 |
SC&H Financial Advisors Inc. | 17,306 | $1,718 | 12/31/2023 |
AGG | 17,306 | $1,718 | 12/31/2023 |
Gateway Advisory LLC | 17,262 | $1,713 | 12/31/2023 |
AGG | 17,262 | $1,713 | 12/31/2023 |
Provence Wealth Management Group | 17,168 | $1,704 | 12/31/2023 |
AGG | 17,168 | $1,704 | 12/31/2023 |
Halter Ferguson Financial Inc. | 17,145 | $1,702 | 12/31/2023 |
AGG | 17,145 | $1,702 | 12/31/2023 |
Hamilton Wealth LLC | 17,101 | $1,697 | 12/31/2023 |
AGG | 17,101 | $1,697 | 12/31/2023 |
Ignite Planners LLC | 17,281 | $1,675 | 03/31/2024 |
AGG | 17,281 | $1,675 | 03/31/2024 |
Delos Wealth Advisors LLC | 16,745 | $1,662 | 12/31/2023 |
AGG | 16,745 | $1,662 | 12/31/2023 |
Brasada Capital Management LP | 16,651 | $1,653 | 12/31/2023 |
AGG | 16,651 | $1,653 | 12/31/2023 |
Retirement Guys Formula LLC | 16,846 | $1,650 | 03/31/2024 |
AGG | 16,846 | $1,650 | 03/31/2024 |
Nvwm LLC | 16,624 | $1,650 | 12/31/2023 |
AGG | 16,624 | $1,650 | 12/31/2023 |
Summit Asset Management LLC | 16,615 | $1,649 | 12/31/2023 |
AGG | 16,615 | $1,649 | 12/31/2023 |
Zhang Financial LLC | 16,773 | $1,643 | 03/31/2024 |
AGG | 16,773 | $1,643 | 03/31/2024 |
StoneX Group Inc. | 16,552 | $1,643 | 12/31/2023 |
AGG | 16,552 | $1,643 | 12/31/2023 |
IFP Advisors Inc | 16,537 | $1,641 | 12/31/2023 |
AGG | 16,537 | $1,641 | 12/31/2023 |
Bowie Capital Management LLC | 16,500 | $1,638 | 12/31/2023 |
AGG | 16,500 | $1,638 | 12/31/2023 |
Glenview Trust Co | 16,424 | $1,630 | 12/31/2023 |
AGG | 16,424 | $1,630 | 12/31/2023 |
Evergreen Capital Management LLC | 16,414 | $1,629 | 12/31/2023 |
AGG | 16,414 | $1,629 | 12/31/2023 |
IFG Advisory LLC | 16,381 | $1,626 | 12/31/2023 |
AGG | 16,381 | $1,626 | 12/31/2023 |
Ballast Inc. | 16,375 | $1,625 | 12/31/2023 |
AGG | 16,375 | $1,625 | 12/31/2023 |
McLean Asset Management Corp | 16,690 | $1,618 | 03/31/2024 |
AGG | 16,690 | $1,618 | 03/31/2024 |
GeoWealth Management LLC | 16,289 | $1,616 | 12/31/2023 |
AGG | 16,289 | $1,616 | 12/31/2023 |
Rinkey Investments | 16,090 | $1,597 | 12/31/2023 |
AGG | 16,090 | $1,597 | 12/31/2023 |
Running Point Capital Advisors LLC | 16,080 | $1,596 | 12/31/2023 |
AGG | 16,080 | $1,596 | 12/31/2023 |
Affinity Capital Advisors LLC | 16,281 | $1,595 | 03/31/2024 |
AGG | 16,281 | $1,595 | 03/31/2024 |
FineMark National Bank & Trust | 16,044 | $1,592 | 12/31/2023 |
AGG | 16,044 | $1,592 | 12/31/2023 |
Madison Wealth Partners Inc | 15,958 | $1,584 | 12/31/2023 |
AGG | 15,958 | $1,584 | 12/31/2023 |
Tudor Investment Corp Et Al | 15,937 | $1,582 | 12/31/2023 |
AGG | 15,937 | $1,582 | 12/31/2023 |
OLD National Bancorp IN | 16,141 | $1,581 | 03/31/2024 |
AGG | 16,141 | $1,581 | 03/31/2024 |
Dow Chemical Co. DE | 15,912 | $1,579 | 12/31/2023 |
AGG | 15,912 | $1,579 | 12/31/2023 |
Estate Counselors LLC | 15,815 | $1,570 | 12/31/2023 |
AGG | 15,815 | $1,570 | 12/31/2023 |
Heritage Wealth Management Inc. CA | 15,734 | $1,562 | 12/31/2023 |
AGG | 15,734 | $1,562 | 12/31/2023 |
Lifeworks Advisors LLC | 15,589 | $1,547 | 12/31/2023 |
AGG | 15,589 | $1,547 | 12/31/2023 |
Pinnacle Bank | 15,628 | $1,531 | 03/31/2024 |
AGG | 15,628 | $1,531 | 03/31/2024 |
Daymark Wealth Partners LLC | 15,605 | $1,528 | 03/31/2024 |
AGG | 15,605 | $1,528 | 03/31/2024 |
River & Mercantile LLC | 15,373 | $1,526 | 12/31/2023 |
AGG | 15,373 | $1,526 | 12/31/2023 |
WBH Advisory Inc. | 15,361 | $1,504 | 03/31/2024 |
AGG | 15,361 | $1,504 | 03/31/2024 |
Counterweight Ventures LLC | 15,150 | $1,504 | 12/31/2023 |
AGG | 15,150 | $1,504 | 12/31/2023 |
King Wealth | 15,003 | $1,489 | 12/31/2023 |
AGG | 15,003 | $1,489 | 12/31/2023 |
Narus Financial Partners LLC | 15,035 | $1,473 | 03/31/2024 |
AGG | 15,035 | $1,473 | 03/31/2024 |
Bear Mountain Capital Inc. | 15,313 | $1,463 | 03/31/2024 |
AGG | 15,313 | $1,463 | 03/31/2024 |
ORG Partners LLC | 14,732 | $1,463 | 12/31/2023 |
AGG | 14,732 | $1,463 | 12/31/2023 |
Jacobi Capital Management LLC | 14,718 | $1,461 | 12/31/2023 |
AGG | 14,718 | $1,461 | 12/31/2023 |
GSB Wealth Management LLC | 14,683 | $1,457 | 12/31/2023 |
AGG | 14,683 | $1,457 | 12/31/2023 |
Jordan Park Group LLC | 14,677 | $1,457 | 12/31/2023 |
AGG | 14,677 | $1,457 | 12/31/2023 |
Taddei Ludwig & Associates Inc. | 14,814 | $1,451 | 03/31/2024 |
AGG | 14,814 | $1,451 | 03/31/2024 |
Pathstone Holdings LLC | 14,497 | $1,439 | 12/31/2023 |
AGG | 14,497 | $1,439 | 12/31/2023 |
Aptus Capital Advisors LLC | 14,467 | $1,436 | 12/31/2023 |
AGG | 14,467 | $1,436 | 12/31/2023 |
Sound Stewardship LLC | 14,438 | $1,433 | 12/31/2023 |
AGG | 14,438 | $1,433 | 12/31/2023 |
JMG Financial Group Ltd. | 14,374 | $1,427 | 12/31/2023 |
AGG | 14,374 | $1,427 | 12/31/2023 |
Capital Advisory Group Advisory Services LLC | 14,538 | $1,424 | 03/31/2024 |
AGG | 14,538 | $1,424 | 03/31/2024 |
New England Private Wealth Advisors LLC | 14,258 | $1,415 | 12/31/2023 |
AGG | 14,258 | $1,415 | 12/31/2023 |
Voya Financial Advisors Inc. | 14,217 | $1,414 | 12/31/2023 |
AGG | 14,217 | $1,414 | 12/31/2023 |
Copperwynd Financial LLC | 14,251 | $1,414 | 12/31/2023 |
AGG | 14,251 | $1,414 | 12/31/2023 |
Consolidated Portfolio Review Corp | 14,216 | $1,411 | 12/31/2023 |
AGG | 14,216 | $1,411 | 12/31/2023 |
Tolleson Wealth Management Inc. | 14,212 | $1,410 | 12/31/2023 |
AGG | 14,212 | $1,410 | 12/31/2023 |
Schechter Investment Advisors LLC | 14,182 | $1,408 | 12/31/2023 |
AGG | 14,182 | $1,408 | 12/31/2023 |
Ziegler Capital Management LLC | 14,165 | $1,406 | 12/31/2023 |
AGG | 14,165 | $1,406 | 12/31/2023 |
American Investment Services Inc. | 14,150 | $1,404 | 12/31/2023 |
AGG | 14,150 | $1,404 | 12/31/2023 |
Salem Investment Counselors Inc. | 14,222 | $1,393 | 03/31/2024 |
AGG | 14,222 | $1,393 | 03/31/2024 |
Greenup Street Wealth Management LLC | 13,977 | $1,387 | 12/31/2023 |
AGG | 13,977 | $1,387 | 12/31/2023 |
Nations Financial Group Inc. IA ADV | 14,150 | $1,386 | 03/31/2024 |
AGG | 14,150 | $1,386 | 03/31/2024 |
Rockbridge Investment Management LCC | 13,858 | $1,375 | 12/31/2023 |
AGG | 13,858 | $1,375 | 12/31/2023 |
Virtue Capital Management LLC | 13,975 | $1,373 | 12/31/2023 |
AGG | 13,975 | $1,373 | 12/31/2023 |
Clearstead Advisors LLC | 13,821 | $1,372 | 12/31/2023 |
AGG | 13,821 | $1,372 | 12/31/2023 |
Jefferies Financial Group Inc. | 13,804 | $1,370 | 12/31/2023 |
AGG | 13,804 | $1,370 | 12/31/2023 |
Sepio Capital LP | 13,747 | $1,364 | 12/31/2023 |
AGG | 13,747 | $1,364 | 12/31/2023 |
RBA Wealth Management LLC | 13,865 | $1,358 | 03/31/2024 |
AGG | 13,865 | $1,358 | 03/31/2024 |
McNaughton Wealth Management LLC | 13,806 | $1,352 | 03/31/2024 |
AGG | 13,806 | $1,352 | 03/31/2024 |
Resurgent Financial Advisors LLC | 13,615 | $1,351 | 12/31/2023 |
AGG | 13,615 | $1,351 | 12/31/2023 |
CAP Partners LLC | 13,767 | $1,348 | 03/31/2024 |
AGG | 13,767 | $1,348 | 03/31/2024 |
TSA Wealth Managment LLC | 13,586 | $1,348 | 12/31/2023 |
AGG | 13,586 | $1,348 | 12/31/2023 |
Intergy Private Wealth LLC | 13,701 | $1,342 | 03/31/2024 |
AGG | 13,701 | $1,342 | 03/31/2024 |
Anchor Capital Advisors LLC | 13,430 | $1,333 | 12/31/2023 |
AGG | 13,430 | $1,333 | 12/31/2023 |
Five Oceans Advisors | 13,550 | $1,327 | 03/31/2024 |
AGG | 13,550 | $1,327 | 03/31/2024 |
JT Stratford LLC | 13,363 | $1,326 | 12/31/2023 |
AGG | 13,363 | $1,326 | 12/31/2023 |
Red Tortoise LLC | 13,399 | $1,312 | 03/31/2024 |
AGG | 13,399 | $1,312 | 03/31/2024 |
BKM Wealth Management LLC | 13,369 | $1,309 | 03/31/2024 |
AGG | 13,369 | $1,309 | 03/31/2024 |
Apollon Financial LLC | 13,102 | $1,300 | 12/31/2023 |
AGG | 13,102 | $1,300 | 12/31/2023 |
Wolf Group Capital Advisors | 13,238 | $1,297 | 03/31/2024 |
AGG | 13,238 | $1,297 | 03/31/2024 |
Private Ocean LLC | 13,238 | $1,297 | 03/31/2024 |
AGG | 13,238 | $1,297 | 03/31/2024 |
Kohmann Bosshard Financial Services LLC | 13,213 | $1,294 | 03/31/2024 |
AGG | 13,213 | $1,294 | 03/31/2024 |
United Community Bank | 13,010 | $1,291 | 12/31/2023 |
AGG | 13,010 | $1,291 | 12/31/2023 |
Signaturefd LLC | 12,974 | $1,288 | 12/31/2023 |
AGG | 12,974 | $1,288 | 12/31/2023 |
Rede Wealth LLC | 12,979 | $1,288 | 12/31/2023 |
AGG | 12,979 | $1,288 | 12/31/2023 |
Range Financial Group LLC | 13,118 | $1,285 | 03/31/2024 |
AGG | 13,118 | $1,285 | 03/31/2024 |
Blue Fin Capital Inc. | 12,942 | $1,285 | 12/31/2023 |
AGG | 12,942 | $1,285 | 12/31/2023 |
Total Wealth Planning LLC | 13,068 | $1,280 | 03/31/2024 |
AGG | 13,068 | $1,280 | 03/31/2024 |
Atlas Private Wealth Advisors | 12,860 | $1,276 | 12/31/2023 |
AGG | 12,860 | $1,276 | 12/31/2023 |
Tsfg LLC | 12,970 | $1,270 | 03/31/2024 |
AGG | 12,970 | $1,270 | 03/31/2024 |
Private Wealth Group LLC | 12,959 | $1,269 | 03/31/2024 |
AGG | 12,959 | $1,269 | 03/31/2024 |
Financial Partners Group LLC | 12,938 | $1,267 | 03/31/2024 |
AGG | 12,938 | $1,267 | 03/31/2024 |
Stonebrook Private Inc. | 12,736 | $1,264 | 12/31/2023 |
AGG | 12,736 | $1,264 | 12/31/2023 |
Clearview Wealth Advisors LLC | 12,701 | $1,244 | 03/31/2024 |
AGG | 12,701 | $1,244 | 03/31/2024 |
Savvy Advisors Inc. | 12,521 | $1,243 | 12/31/2023 |
AGG | 12,521 | $1,243 | 12/31/2023 |
Wealthsource Partners LLC | 12,499 | $1,241 | 12/31/2023 |
AGG | 12,499 | $1,241 | 12/31/2023 |
Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 12,470 | $1,238 | 12/31/2023 |
AGG | 12,470 | $1,238 | 12/31/2023 |
Altfest L J & Co. Inc. | 12,623 | $1,236 | 03/31/2024 |
AGG | 12,623 | $1,236 | 03/31/2024 |
Trust Co. of Virginia VA | 12,563 | $1,230 | 03/31/2024 |
AGG | 12,563 | $1,230 | 03/31/2024 |
Private Capital Management LLC | 12,367 | $1,227 | 12/31/2023 |
AGG | 12,367 | $1,227 | 12/31/2023 |
Castleview Partners LLC | 12,313 | $1,222 | 12/31/2023 |
AGG | 12,313 | $1,222 | 12/31/2023 |
Private Client Services LLC | 12,299 | $1,221 | 12/31/2023 |
AGG | 12,299 | $1,221 | 12/31/2023 |
NBC Securities Inc. | 12,262 | $1,211 | 03/31/2024 |
AGG | 12,262 | $1,211 | 03/31/2024 |
Strategic Blueprint LLC | 12,366 | $1,211 | 03/31/2024 |
AGG | 12,366 | $1,211 | 03/31/2024 |
Mayflower Financial Advisors LLC | 12,140 | $1,205 | 12/31/2023 |
AGG | 12,140 | $1,205 | 12/31/2023 |
Dfpg Investments LLC | 12,169 | $1,203 | 12/31/2023 |
AGG | 12,169 | $1,203 | 12/31/2023 |
Stewardship Advisors LLC | 12,243 | $1,199 | 03/31/2024 |
AGG | 12,243 | $1,199 | 03/31/2024 |
Ingalls & Snyder LLC | 12,056 | $1,197 | 12/31/2023 |
AGG | 12,056 | $1,197 | 12/31/2023 |
Garrison Point Advisors LLC | 12,050 | $1,196 | 12/31/2023 |
AGG | 12,050 | $1,196 | 12/31/2023 |
Steel Peak Wealth Management LLC | 12,202 | $1,195 | 03/31/2024 |
AGG | 12,202 | $1,195 | 03/31/2024 |
Sage Financial Group Inc. | 12,034 | $1,194 | 12/31/2023 |
AGG | 12,034 | $1,194 | 12/31/2023 |
Crescent Grove Advisors LLC | 11,946 | $1,186 | 12/31/2023 |
AGG | 11,946 | $1,186 | 12/31/2023 |
Cibc World Markets Corp | 11,925 | $1,184 | 12/31/2023 |
AGG | 11,925 | $1,184 | 12/31/2023 |
Wedbush Securities Inc. | 11,924 | $1,184 | 12/31/2023 |
AGG | 11,924 | $1,184 | 12/31/2023 |
LongView Wealth Management | 12,078 | $1,183 | 03/31/2024 |
AGG | 12,078 | $1,183 | 03/31/2024 |
Affinity Investment Advisors LLC | 11,890 | $1,180 | 12/31/2023 |
AGG | 11,890 | $1,180 | 12/31/2023 |
Capital Investment Advisors LLC | 11,868 | $1,162 | 03/31/2024 |
AGG | 11,868 | $1,162 | 03/31/2024 |
Phillips Wealth Planners LLC | 11,833 | $1,160 | 12/31/2023 |
AGG | 11,833 | $1,160 | 12/31/2023 |
Twin Peaks Wealth Advisors LLC | 11,760 | $1,152 | 03/31/2024 |
AGG | 11,760 | $1,152 | 03/31/2024 |
Pinebridge Investments L.P. | 11,505 | $1,142 | 12/31/2023 |
AGG | 11,505 | $1,142 | 12/31/2023 |
Lindbrook Capital LLC | 11,610 | $1,137 | 03/31/2024 |
AGG | 11,610 | $1,137 | 03/31/2024 |
Fortress Wealth Group LLC | 11,534 | $1,137 | 12/31/2023 |
AGG | 11,534 | $1,137 | 12/31/2023 |
MidWestOne Financial Group Inc. | 11,424 | $1,134 | 12/31/2023 |
AGG | 11,424 | $1,134 | 12/31/2023 |
Shepherd Financial Partners LLC | 11,529 | $1,129 | 03/31/2024 |
AGG | 11,529 | $1,129 | 03/31/2024 |
Forza Wealth Management LLC | 11,479 | $1,124 | 03/31/2024 |
AGG | 11,479 | $1,124 | 03/31/2024 |
Colonial Trust Co SC | 11,318 | $1,123 | 12/31/2023 |
AGG | 11,318 | $1,123 | 12/31/2023 |
John W. Brooker & Co. CPAs | 11,397 | $1,116 | 03/31/2024 |
AGG | 11,397 | $1,116 | 03/31/2024 |
ASB Consultores LLC | 11,180 | $1,110 | 12/31/2023 |
AGG | 11,180 | $1,110 | 12/31/2023 |
Towneley Capital Management Inc DE | 11,319 | $1,109 | 03/31/2024 |
AGG | 11,319 | $1,109 | 03/31/2024 |
Mesirow Financial Investment Management Inc. | 11,283 | $1,105 | 03/31/2024 |
AGG | 11,283 | $1,105 | 03/31/2024 |
Edgestream Partners L.P. | 11,124 | $1,104 | 12/31/2023 |
AGG | 11,124 | $1,104 | 12/31/2023 |
Lodestar Private Asset Management LLC | 11,252 | $1,102 | 03/31/2024 |
AGG | 11,252 | $1,102 | 03/31/2024 |
MorganRosel Wealth Management LLC | 11,237 | $1,101 | 03/31/2024 |
AGG | 11,237 | $1,101 | 03/31/2024 |
Invst LLC | 11,218 | $1,101 | 12/31/2023 |
AGG | 11,218 | $1,101 | 12/31/2023 |
Badgley Phelps Wealth Managers LLC | 11,081 | $1,100 | 12/31/2023 |
AGG | 11,081 | $1,100 | 12/31/2023 |
Opal Wealth Advisors LLC | 11,204 | $1,097 | 03/31/2024 |
AGG | 11,204 | $1,097 | 03/31/2024 |
Greenleaf Trust | 11,032 | $1,095 | 12/31/2023 |
AGG | 11,032 | $1,095 | 12/31/2023 |
LifePro Asset Management | 11,132 | $1,090 | 03/31/2024 |
AGG | 11,132 | $1,090 | 03/31/2024 |
HRC Wealth Management LLC | 10,916 | $1,083 | 12/31/2023 |
AGG | 10,916 | $1,083 | 12/31/2023 |
Procyon Private Wealth Partners LLC | 11,044 | $1,082 | 03/31/2024 |
AGG | 11,044 | $1,082 | 03/31/2024 |
Cypress Capital Group | 10,902 | $1,082 | 12/31/2023 |
AGG | 10,902 | $1,082 | 12/31/2023 |
Titleist Asset Management LLC | 10,887 | $1,081 | 12/31/2023 |
AGG | 10,887 | $1,081 | 12/31/2023 |
Thompson Investment Management Inc. | 11,026 | $1,080 | 03/31/2024 |
AGG | 11,026 | $1,080 | 03/31/2024 |
Quadcap Wealth Management LLC | 10,837 | $1,076 | 12/31/2023 |
AGG | 10,837 | $1,076 | 12/31/2023 |
Horizons Wealth Management | 10,811 | $1,073 | 03/31/2024 |
AGG | 10,811 | $1,073 | 03/31/2024 |
Claro Advisors LLC | 10,924 | $1,070 | 03/31/2024 |
AGG | 10,924 | $1,070 | 03/31/2024 |
Diversified Portfolios Inc. | 10,680 | $1,060 | 12/31/2023 |
AGG | 10,680 | $1,060 | 12/31/2023 |
Vanguard Group Inc. | 10,633 | $1,055 | 12/31/2023 |
AGG | 10,633 | $1,055 | 12/31/2023 |
Pacific Financial Group Inc. | 10,629 | $1,055 | 12/31/2023 |
AGG | 10,629 | $1,055 | 12/31/2023 |
BTC Capital Management Inc. | 10,756 | $1,053 | 03/31/2024 |
AGG | 10,756 | $1,053 | 03/31/2024 |
Nilsine Partners LLC | 10,728 | $1,051 | 03/31/2024 |
AGG | 10,728 | $1,051 | 03/31/2024 |
Gries Financial LLC | 10,491 | $1,041 | 12/31/2023 |
AGG | 10,491 | $1,041 | 12/31/2023 |
Brady Family Wealth LLC | 10,445 | $1,037 | 12/31/2023 |
AGG | 10,445 | $1,037 | 12/31/2023 |
Putnam FL Investment Management Co. | 10,436 | $1,036 | 12/31/2023 |
AGG | 10,436 | $1,036 | 12/31/2023 |
Pinnacle Wealth Management Advisory Group LLC | 10,412 | $1,033 | 12/31/2023 |
AGG | 10,412 | $1,033 | 12/31/2023 |
Bourgeon Capital Management LLC | 10,518 | $1,030 | 03/31/2024 |
AGG | 10,518 | $1,030 | 03/31/2024 |
Buckingham Strategic Wealth LLC | 10,374 | $1,030 | 12/31/2023 |
AGG | 10,374 | $1,030 | 12/31/2023 |
Madden Advisory Services Inc. | 10,370 | $1,029 | 12/31/2023 |
AGG | 10,370 | $1,029 | 12/31/2023 |
WCG Wealth Advisors LLC | 10,325 | $1,025 | 12/31/2023 |
AGG | 10,325 | $1,025 | 12/31/2023 |
Napa Wealth Management | 10,296 | $1,022 | 12/31/2023 |
AGG | 10,296 | $1,022 | 12/31/2023 |
PYA Waltman Capital LLC | 10,229 | $1,015 | 12/31/2023 |
AGG | 10,229 | $1,015 | 12/31/2023 |
Financial Consulate Inc. | 10,326 | $1,011 | 03/31/2024 |
AGG | 10,326 | $1,011 | 03/31/2024 |
Legacy Capital Wealth Partners LLC | 10,098 | $1,002 | 12/31/2023 |
AGG | 10,098 | $1,002 | 12/31/2023 |
Stephens Consulting LLC | 10,156 | $995 | 03/31/2024 |
AGG | 10,156 | $995 | 03/31/2024 |
Ellis Investment Partners LLC | 10,108 | $990 | 03/31/2024 |
AGG | 10,108 | $990 | 03/31/2024 |
Colonial Trust Advisors | 9,969 | $989 | 12/31/2023 |
AGG | 9,969 | $989 | 12/31/2023 |
Benedetti & Gucer Inc. | 9,965 | $989 | 12/31/2023 |
AGG | 9,965 | $989 | 12/31/2023 |
Transcendent Capital Group LLC | 9,925 | $985 | 03/31/2024 |
AGG | 9,925 | $985 | 03/31/2024 |
Vigilare Wealth Management | 10,043 | $984 | 03/31/2024 |
AGG | 10,043 | $984 | 03/31/2024 |
Spreng Capital Management Inc. | 9,911 | $984 | 12/31/2023 |
AGG | 9,911 | $984 | 12/31/2023 |
Providence Capital Advisors LLC | 9,848 | $977 | 12/31/2023 |
AGG | 9,848 | $977 | 12/31/2023 |
RHS Financial LLC | 9,899 | $970 | 03/31/2024 |
AGG | 9,899 | $970 | 03/31/2024 |
Merit Financial Group LLC | 9,769 | $970 | 12/31/2023 |
AGG | 9,769 | $970 | 12/31/2023 |
Riggs Asset Managment Co. Inc. | 9,732 | $966 | 12/31/2023 |
AGG | 9,732 | $966 | 12/31/2023 |
Union Savings Bank | 9,680 | $961 | 12/31/2023 |
AGG | 9,680 | $961 | 12/31/2023 |
Abel Hall LLC | 9,664 | $959 | 12/31/2023 |
AGG | 9,664 | $959 | 12/31/2023 |
Palisade Asset Management LLC | 9,657 | $958 | 12/31/2023 |
AGG | 9,657 | $958 | 12/31/2023 |
Integrated Investment Consultants LLC | 9,734 | $953 | 03/31/2024 |
AGG | 9,734 | $953 | 03/31/2024 |
Pinnacle Financial Group LLC IL | 9,570 | $950 | 12/31/2023 |
AGG | 9,570 | $950 | 12/31/2023 |
Noble Family Wealth LLC | 9,676 | $948 | 03/31/2024 |
AGG | 9,676 | $948 | 03/31/2024 |
Wealth Advisors of Iowa LLC | 9,535 | $946 | 12/31/2023 |
AGG | 9,535 | $946 | 12/31/2023 |
Capital Investment Advisory Services LLC | 9,625 | $943 | 03/31/2024 |
AGG | 9,625 | $943 | 03/31/2024 |
WNY Asset Management LLC | 9,466 | $939 | 12/31/2023 |
AGG | 9,466 | $939 | 12/31/2023 |
CIBC Asset Management Inc | 9,427 | $936 | 12/31/2023 |
AGG | 9,427 | $936 | 12/31/2023 |
Inscription Capital LLC | 9,615 | $932 | 03/31/2024 |
AGG | 9,615 | $932 | 03/31/2024 |
Busey Wealth Management | 9,491 | $930 | 03/31/2024 |
AGG | 9,491 | $930 | 03/31/2024 |
FinTrust Capital Advisors LLC | 9,318 | $925 | 12/31/2023 |
AGG | 9,318 | $925 | 12/31/2023 |
Smartleaf Asset Management LLC | 9,195 | $922 | 12/31/2023 |
AGG | 9,195 | $922 | 12/31/2023 |
Dohj LLC | 9,390 | $920 | 03/31/2024 |
AGG | 9,390 | $920 | 03/31/2024 |
Ndwm LLC | 9,305 | $911 | 03/31/2024 |
AGG | 9,305 | $911 | 03/31/2024 |
Wintrust Investments LLC | 9,182 | $911 | 12/31/2023 |
AGG | 9,182 | $911 | 12/31/2023 |
Vawter Financial Ltd. | 9,119 | $905 | 12/31/2023 |
AGG | 9,119 | $905 | 12/31/2023 |
Mount Yale Investment Advisors LLC | 9,096 | $903 | 12/31/2023 |
AGG | 9,096 | $903 | 12/31/2023 |
Cedar Brook Financial Partners LLC | 9,196 | $901 | 03/31/2024 |
AGG | 9,196 | $901 | 03/31/2024 |
Veracity Capital LLC | 9,196 | $901 | 03/31/2024 |
AGG | 9,196 | $901 | 03/31/2024 |
Ethos Financial Group LLC | 9,030 | $896 | 12/31/2023 |
AGG | 9,030 | $896 | 12/31/2023 |
Register Financial Advisors LLC | 9,108 | $892 | 03/31/2024 |
AGG | 9,108 | $892 | 03/31/2024 |
Vannoy Advisory Group Inc. | 8,991 | $892 | 12/31/2023 |
AGG | 8,991 | $892 | 12/31/2023 |
Qube Research & Technologies Ltd | 8,977 | $891 | 12/31/2023 |
AGG | 8,977 | $891 | 12/31/2023 |
Perennial Investment Advisors LLC | 8,917 | $885 | 12/31/2023 |
AGG | 8,917 | $885 | 12/31/2023 |
RiverFront Investment Group LLC | 8,914 | $884 | 12/31/2023 |
AGG | 8,914 | $884 | 12/31/2023 |
Pointe Capital Management LLC | 8,909 | $884 | 12/31/2023 |
AGG | 8,909 | $884 | 12/31/2023 |
Platte River Wealth Advisors LLC | 8,905 | $872 | 03/31/2024 |
AGG | 8,905 | $872 | 03/31/2024 |
Vivaldi Asset Management LLC | 8,785 | $872 | 12/31/2023 |
AGG | 8,785 | $872 | 12/31/2023 |
TRUE Private Wealth Advisors | 8,895 | $871 | 03/31/2024 |
AGG | 8,895 | $871 | 03/31/2024 |
UMA Financial Services Inc. | 9,103 | $866 | 03/31/2024 |
AGG | 9,103 | $866 | 03/31/2024 |
Bernardo Wealth Planning LLC | 8,726 | $866 | 12/31/2023 |
AGG | 8,726 | $866 | 12/31/2023 |
Snowden Capital Advisors LLC | 8,679 | $861 | 12/31/2023 |
AGG | 8,679 | $861 | 12/31/2023 |
Aprio Wealth Management LLC | 8,777 | $860 | 03/31/2024 |
AGG | 8,777 | $860 | 03/31/2024 |
Kampmann Melissa S. | 8,621 | $856 | 12/31/2023 |
AGG | 8,621 | $856 | 12/31/2023 |
Wetherby Asset Management Inc. | 8,602 | $854 | 12/31/2023 |
AGG | 8,602 | $854 | 12/31/2023 |
Apella Capital LLC | 8,740 | $847 | 03/31/2024 |
AGG | 8,740 | $847 | 03/31/2024 |
Plan Group Financial LLC | 8,636 | $846 | 03/31/2024 |
AGG | 8,636 | $846 | 03/31/2024 |
AlphaStar Capital Management LLC | 8,527 | $846 | 12/31/2023 |
AGG | 8,527 | $846 | 12/31/2023 |
Cidel Asset Management Inc. | 8,457 | $839 | 12/31/2023 |
AGG | 8,457 | $839 | 12/31/2023 |
Evercore Wealth Management LLC | 8,432 | $837 | 12/31/2023 |
AGG | 8,432 | $837 | 12/31/2023 |
Dearborn Partners LLC | 8,378 | $832 | 12/31/2023 |
AGG | 8,378 | $832 | 12/31/2023 |
Seascape Capital Management | 8,384 | $832 | 12/31/2023 |
AGG | 8,384 | $832 | 12/31/2023 |
Boyd Watterson Asset Management LLC OH | 8,370 | $831 | 12/31/2023 |
AGG | 8,370 | $831 | 12/31/2023 |
Bank Hapoalim BM | 8,355 | $829 | 12/31/2023 |
AGG | 8,355 | $829 | 12/31/2023 |
Bank Julius Baer & Co. Ltd Zurich | 8,308 | $825 | 12/31/2023 |
AGG | 8,308 | $825 | 12/31/2023 |
Investment Advisory Group LLC | 8,310 | $825 | 12/31/2023 |
AGG | 8,310 | $825 | 12/31/2023 |
Flaharty Asset Management LLC | 8,270 | $821 | 12/31/2023 |
AGG | 8,270 | $821 | 12/31/2023 |
Imprint Wealth LLC | 8,249 | $819 | 12/31/2023 |
AGG | 8,249 | $819 | 12/31/2023 |
Coastal Investment Advisors Inc. | 8,323 | $815 | 03/31/2024 |
AGG | 8,323 | $815 | 03/31/2024 |
Latitude Advisors LLC | 8,304 | $813 | 03/31/2024 |
AGG | 8,304 | $813 | 03/31/2024 |
MONECO Advisors LLC | 8,277 | $811 | 03/31/2024 |
AGG | 8,277 | $811 | 03/31/2024 |
Edgemoor Investment Advisors Inc. | 8,175 | $811 | 12/31/2023 |
AGG | 8,175 | $811 | 12/31/2023 |
Jaffetilchin Investment Partners LLC | 8,128 | $807 | 12/31/2023 |
AGG | 8,128 | $807 | 12/31/2023 |
GFS Advisors LLC | 8,202 | $803 | 03/31/2024 |
AGG | 8,202 | $803 | 03/31/2024 |
Pathway Financial Advisors LLC | 8,196 | $803 | 03/31/2024 |
AGG | 8,196 | $803 | 03/31/2024 |
Country Club Bank GFN | 8,177 | $801 | 03/31/2024 |
AGG | 8,177 | $801 | 03/31/2024 |
Carnegie Capital Asset Management LLC | 7,994 | $793 | 12/31/2023 |
AGG | 7,994 | $793 | 12/31/2023 |
U.S. Capital Wealth Advisors LLC | 7,965 | $791 | 12/31/2023 |
AGG | 7,965 | $791 | 12/31/2023 |
Tennessee Valley Asset Management Partners | 8,070 | $790 | 03/31/2024 |
AGG | 8,070 | $790 | 03/31/2024 |
Institutional & Family Asset Management LLC | 7,830 | $777 | 12/31/2023 |
AGG | 7,830 | $777 | 12/31/2023 |
Summit Financial Strategies Inc. | 7,741 | $768 | 12/31/2023 |
AGG | 7,741 | $768 | 12/31/2023 |
TFB Advisors LLC | 7,714 | $766 | 12/31/2023 |
AGG | 7,714 | $766 | 12/31/2023 |
MMA Asset Management LLC | 7,800 | $762 | 12/31/2023 |
AGG | 7,800 | $762 | 12/31/2023 |
Successful Portfolios LLC | 7,719 | $756 | 03/31/2024 |
AGG | 7,719 | $756 | 03/31/2024 |
Financial Advisory Service Inc. | 7,571 | $751 | 12/31/2023 |
AGG | 7,571 | $751 | 12/31/2023 |
Orin Green Financial LLC | 7,554 | $750 | 12/31/2023 |
AGG | 7,554 | $750 | 12/31/2023 |
Transcend Wealth Collective LLC | 7,545 | $749 | 12/31/2023 |
AGG | 7,545 | $749 | 12/31/2023 |
MCF Advisors LLC | 7,608 | $745 | 03/31/2024 |
AGG | 7,608 | $745 | 03/31/2024 |
Creative Financial Designs Inc. ADV | 7,489 | $743 | 12/31/2023 |
AGG | 7,489 | $743 | 12/31/2023 |
Summit X LLC | 7,053 | $743 | 12/31/2023 |
AGG | 7,053 | $743 | 12/31/2023 |
HHM Wealth Advisors LLC | 7,491 | $743 | 12/31/2023 |
AGG | 7,491 | $743 | 12/31/2023 |
Highland Financial Advisors LLC | 7,459 | $740 | 12/31/2023 |
AGG | 7,459 | $740 | 12/31/2023 |
Boltwood Capital Management | 7,550 | $739 | 03/31/2024 |
AGG | 7,550 | $739 | 03/31/2024 |
Islay Capital Management LLC | 7,447 | $739 | 12/31/2023 |
AGG | 7,447 | $739 | 12/31/2023 |
Stillwater Capital Advisors LLC | 7,530 | $737 | 03/31/2024 |
AGG | 7,530 | $737 | 03/31/2024 |
Cypress Wealth Services LLC | 7,514 | $736 | 03/31/2024 |
AGG | 7,514 | $736 | 03/31/2024 |
Boothbay Fund Management LLC | 7,406 | $735 | 12/31/2023 |
AGG | 7,406 | $735 | 12/31/2023 |
Angeles Investment Advisors LLC | 7,394 | $734 | 12/31/2023 |
AGG | 7,394 | $734 | 12/31/2023 |
Waterway Wealth Management LLC | 7,476 | $732 | 03/31/2024 |
AGG | 7,476 | $732 | 03/31/2024 |
Howard Financial Services LTD. | 7,458 | $730 | 03/31/2024 |
AGG | 7,458 | $730 | 03/31/2024 |
CIC Wealth LLC | 7,435 | $728 | 03/31/2024 |
AGG | 7,435 | $728 | 03/31/2024 |
Deutsche Bank AG | 7,280 | $723 | 12/31/2023 |
AGG | 7,280 | $723 | 12/31/2023 |
Fortitude Advisory Group L.L.C. | 7,238 | $718 | 12/31/2023 |
AGG | 7,238 | $718 | 12/31/2023 |
Advance Capital Management Inc. | 7,319 | $717 | 03/31/2024 |
AGG | 7,319 | $717 | 03/31/2024 |
Cary Street Partners Asset Management LLC | 7,226 | $717 | 12/31/2023 |
AGG | 7,226 | $717 | 12/31/2023 |
Sunbelt Securities Inc. | 7,313 | $716 | 03/31/2024 |
AGG | 7,313 | $716 | 03/31/2024 |
Pallas Capital Advisors LLC | 7,226 | $708 | 03/31/2024 |
AGG | 7,226 | $708 | 03/31/2024 |
MRP Capital Investments LLC | 7,137 | $708 | 12/31/2023 |
AGG | 7,137 | $708 | 12/31/2023 |
Strategic Investment Solutions Inc. IL | 7,126 | $707 | 12/31/2023 |
AGG | 7,126 | $707 | 12/31/2023 |
Advocacy Wealth Management Services LLC | 7,179 | $703 | 03/31/2024 |
AGG | 7,179 | $703 | 03/31/2024 |
Alpha Cubed Investments LLC | 7,168 | $702 | 03/31/2024 |
AGG | 7,168 | $702 | 03/31/2024 |
USAdvisors Wealth Management LLC | 7,011 | $695 | 12/31/2023 |
AGG | 7,011 | $695 | 12/31/2023 |
Patton Albertson Miller Group LLC | 7,057 | $691 | 03/31/2024 |
AGG | 7,057 | $691 | 03/31/2024 |
Heritage Trust Co | 6,908 | $686 | 12/31/2023 |
AGG | 6,908 | $686 | 12/31/2023 |
BBR Partners LLC | 6,895 | $684 | 12/31/2023 |
AGG | 6,895 | $684 | 12/31/2023 |
Patron Partners Advisors LLC | 6,890 | $684 | 12/31/2023 |
AGG | 6,890 | $684 | 12/31/2023 |
TCG Advisory Services LLC | 6,889 | $684 | 12/31/2023 |
AGG | 6,889 | $684 | 12/31/2023 |
25 LLC | 6,954 | $681 | 03/31/2024 |
AGG | 6,954 | $681 | 03/31/2024 |
Annandale Capital LLC | 6,841 | $679 | 12/31/2023 |
AGG | 6,841 | $679 | 12/31/2023 |
Warner Financial Inc. | 6,918 | $678 | 03/31/2024 |
AGG | 6,918 | $678 | 03/31/2024 |
Mather Group LLC. | 6,815 | $676 | 03/31/2024 |
AGG | 6,815 | $676 | 03/31/2024 |
Clear Creek Financial Management LLC | 6,902 | $676 | 03/31/2024 |
AGG | 6,902 | $676 | 03/31/2024 |
Stonebridge Capital Advisors LLC | 6,796 | $675 | 12/31/2023 |
AGG | 6,796 | $675 | 12/31/2023 |
Valley Forge Investment Consultants Inc. ADV | 6,787 | $674 | 12/31/2023 |
AGG | 6,787 | $674 | 12/31/2023 |
Balanced Rock Investment Advisor | 6,725 | $667 | 12/31/2023 |
AGG | 6,725 | $667 | 12/31/2023 |
NorthRock Partners LLC | 6,682 | $663 | 12/31/2023 |
AGG | 6,682 | $663 | 12/31/2023 |
Gerber LLC | 6,750 | $661 | 03/31/2024 |
AGG | 6,750 | $661 | 03/31/2024 |
BSW Wealth Partners | 6,738 | $660 | 03/31/2024 |
AGG | 6,738 | $660 | 03/31/2024 |
Armstrong Advisory Group Inc. | 6,619 | $657 | 03/31/2024 |
AGG | 6,619 | $657 | 03/31/2024 |
Syverson Strege & Co | 6,613 | $656 | 12/31/2023 |
AGG | 6,613 | $656 | 12/31/2023 |
Nottingham Advisors Inc. | 6,582 | $653 | 12/31/2023 |
AGG | 6,582 | $653 | 12/31/2023 |
Heartland Bank & Trust Co | 6,563 | $651 | 12/31/2023 |
AGG | 6,563 | $651 | 12/31/2023 |
StrategIQ Financial Group LLC | 6,548 | $650 | 12/31/2023 |
AGG | 6,548 | $650 | 12/31/2023 |
Asset Management Resources LLC | 6,524 | $648 | 12/31/2023 |
AGG | 6,524 | $648 | 12/31/2023 |
HighMark Wealth Management LLC | 6,523 | $647 | 12/31/2023 |
AGG | 6,523 | $647 | 12/31/2023 |
Burney Co. | 6,504 | $646 | 12/31/2023 |
AGG | 6,504 | $646 | 12/31/2023 |
Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 6,450 | $640 | 12/31/2023 |
AGG | 6,450 | $640 | 12/31/2023 |
Ledyard National Bank | 6,433 | $638 | 12/31/2023 |
AGG | 6,433 | $638 | 12/31/2023 |
Childress Capital Advisors LLC | 6,441 | $631 | 03/31/2024 |
AGG | 6,441 | $631 | 03/31/2024 |
Calton & Associates Inc. | 6,392 | $626 | 03/31/2024 |
AGG | 6,392 | $626 | 03/31/2024 |
MN Wealth Advisors LLC | 6,305 | $626 | 12/31/2023 |
AGG | 6,305 | $626 | 12/31/2023 |
Cambridge Advisors Inc. | 6,350 | $622 | 03/31/2024 |
AGG | 6,350 | $622 | 03/31/2024 |
Leonard Rickey Investment Advisors P.L.L.C. | 6,321 | $619 | 03/31/2024 |
AGG | 6,321 | $619 | 03/31/2024 |
Per Stirling Capital Management LLC. | 6,228 | $618 | 12/31/2023 |
AGG | 6,228 | $618 | 12/31/2023 |
Strategies Wealth Advisors LLC | 6,293 | $616 | 03/31/2024 |
AGG | 6,293 | $616 | 03/31/2024 |
Diversified LLC | 6,210 | $616 | 12/31/2023 |
AGG | 6,210 | $616 | 12/31/2023 |
Welch & Forbes LLC | 6,172 | $613 | 12/31/2023 |
AGG | 6,172 | $613 | 12/31/2023 |
WealthPLAN Partners LLC | 6,113 | $607 | 12/31/2023 |
AGG | 6,113 | $607 | 12/31/2023 |
CFO4Life Group LLC | 6,096 | $605 | 12/31/2023 |
AGG | 6,096 | $605 | 12/31/2023 |
Joseph P. Lucia & Associates LLC | 6,078 | $603 | 12/31/2023 |
AGG | 6,078 | $603 | 12/31/2023 |
EWA LLC | 6,125 | $603 | 12/31/2023 |
AGG | 6,125 | $603 | 12/31/2023 |
Rockland Trust Co. | 6,093 | $597 | 03/31/2024 |
AGG | 6,093 | $597 | 03/31/2024 |
Total Clarity Wealth Management Inc. | 6,093 | $597 | 03/31/2024 |
AGG | 6,093 | $597 | 03/31/2024 |
Planned Solutions Inc. | 6,056 | $593 | 03/31/2024 |
AGG | 6,056 | $593 | 03/31/2024 |
Good Life Advisors LLC | 5,919 | $588 | 12/31/2023 |
AGG | 5,919 | $588 | 12/31/2023 |
C M Bidwell & Associates Ltd. | 5,887 | $584 | 12/31/2023 |
AGG | 5,887 | $584 | 12/31/2023 |
Tyler Stone Wealth Management | 5,881 | $584 | 12/31/2023 |
AGG | 5,881 | $584 | 12/31/2023 |
EverSource Wealth Advisors LLC | 5,830 | $579 | 12/31/2023 |
AGG | 5,830 | $579 | 12/31/2023 |
Paragon Advisors LLC | 5,838 | $579 | 12/31/2023 |
AGG | 5,838 | $579 | 12/31/2023 |
JSF Financial LLC | 5,824 | $578 | 12/31/2023 |
AGG | 5,824 | $578 | 12/31/2023 |
Ehrlich Financial Group | 5,892 | $577 | 03/31/2024 |
AGG | 5,892 | $577 | 03/31/2024 |
Sovereign Financial Group Inc. | 5,885 | $576 | 03/31/2024 |
AGG | 5,885 | $576 | 03/31/2024 |
Penobscot Investment Management Company Inc. | 5,801 | $576 | 12/31/2023 |
AGG | 5,801 | $576 | 12/31/2023 |
HC Advisors LLC | 5,804 | $576 | 12/31/2023 |
AGG | 5,804 | $576 | 12/31/2023 |
Sage Mountain Advisors LLC | 5,858 | $574 | 03/31/2024 |
AGG | 5,858 | $574 | 03/31/2024 |
OneAscent Wealth Management LLC | 5,864 | $574 | 03/31/2024 |
AGG | 5,864 | $574 | 03/31/2024 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 5,887 | $574 | 12/31/2023 |
AGG | 5,887 | $574 | 12/31/2023 |
Family Asset Management LLC | 5,786 | $574 | 12/31/2023 |
AGG | 5,786 | $574 | 12/31/2023 |
Morningstar Investment Services LLC | 5,735 | $570 | 12/31/2023 |
AGG | 5,735 | $570 | 12/31/2023 |
Naviter Wealth LLC | 5,810 | $569 | 03/31/2024 |
AGG | 5,810 | $569 | 03/31/2024 |
Topel & Distasi Wealth Management LLC | 5,726 | $568 | 12/31/2023 |
AGG | 5,726 | $568 | 12/31/2023 |
KMG Fiduciary Partners LLC | 5,712 | $559 | 03/31/2024 |
AGG | 5,712 | $559 | 03/31/2024 |
Prairiewood Capital LLC | 5,662 | $555 | 03/31/2024 |
AGG | 5,662 | $555 | 03/31/2024 |
Traynor Capital Management Inc. | 5,654 | $554 | 03/31/2024 |
AGG | 5,654 | $554 | 03/31/2024 |
Lokken Investment Group LLC | 5,569 | $553 | 12/31/2023 |
AGG | 5,569 | $553 | 12/31/2023 |
Plante Moran Financial Advisors LLC | 5,544 | $551 | 12/31/2023 |
AGG | 5,544 | $551 | 12/31/2023 |
LJI Wealth Management LLC | 5,549 | $551 | 12/31/2023 |
AGG | 5,549 | $551 | 12/31/2023 |
Fragasso Group Inc. | 5,621 | $550 | 03/31/2024 |
AGG | 5,621 | $550 | 03/31/2024 |
Charles Schwab Investment Advisory Inc. | 5,531 | $549 | 12/31/2023 |
AGG | 5,531 | $549 | 12/31/2023 |
Ameraudi Asset Management Inc. | 5,520 | $548 | 12/31/2023 |
AGG | 5,520 | $548 | 12/31/2023 |
Hoge Financial Services LLC | 5,521 | $548 | 12/31/2023 |
AGG | 5,521 | $548 | 12/31/2023 |
Oakworth Capital Inc. | 5,532 | $542 | 03/31/2024 |
AGG | 5,532 | $542 | 03/31/2024 |
Simplicity Wealth LLC | 5,511 | $540 | 03/31/2024 |
AGG | 5,511 | $540 | 03/31/2024 |
Maripau Wealth Management LLC | 5,398 | $536 | 12/31/2023 |
AGG | 5,398 | $536 | 12/31/2023 |
Cubic Asset Management LLC | 5,459 | $535 | 03/31/2024 |
AGG | 5,459 | $535 | 03/31/2024 |
Leo Wealth LLC | 5,446 | $535 | 12/31/2023 |
AGG | 5,446 | $535 | 12/31/2023 |
Truefg LLC | 5,436 | $532 | 03/31/2024 |
AGG | 5,436 | $532 | 03/31/2024 |
Lee Financial Co | 5,340 | $530 | 12/31/2023 |
AGG | 5,340 | $530 | 12/31/2023 |
CoreCap Advisors LLC | 5,342 | $530 | 12/31/2023 |
AGG | 5,342 | $530 | 12/31/2023 |
United Advisor Group LLC | 5,324 | $529 | 12/31/2023 |
AGG | 5,324 | $529 | 12/31/2023 |
Thomasville National Bank | 5,393 | $528 | 03/31/2024 |
AGG | 5,393 | $528 | 03/31/2024 |
Triumph Capital Management | 5,426 | $528 | 03/31/2024 |
AGG | 5,426 | $528 | 03/31/2024 |
Sonata Capital Group Inc. | 5,321 | $528 | 12/31/2023 |
AGG | 5,321 | $528 | 12/31/2023 |
Tompkins Financial Corp | 5,376 | $527 | 03/31/2024 |
AGG | 5,376 | $527 | 03/31/2024 |
Fiera Capital Corp | 5,284 | $524 | 12/31/2023 |
AGG | 5,284 | $524 | 12/31/2023 |
Advisory Alpha LLC | 5,265 | $523 | 12/31/2023 |
AGG | 5,265 | $523 | 12/31/2023 |
McElhenny Sheffield Capital Management LLC | 5,322 | $521 | 03/31/2024 |
AGG | 5,322 | $521 | 03/31/2024 |
Revolve Wealth Partners LLC | 5,312 | $520 | 03/31/2024 |
AGG | 5,312 | $520 | 03/31/2024 |
Crewe Advisors LLC | 5,218 | $518 | 12/31/2023 |
AGG | 5,218 | $518 | 12/31/2023 |
SILVER OAK SECURITIES Inc | 5,171 | $513 | 12/31/2023 |
AGG | 5,171 | $513 | 12/31/2023 |
NWK Group Inc. | 5,170 | $513 | 12/31/2023 |
AGG | 5,170 | $513 | 12/31/2023 |
Power Wealth Management LLC | 5,154 | $512 | 12/31/2023 |
AGG | 5,154 | $512 | 12/31/2023 |
Advisors Capital Management LLC | 5,140 | $510 | 12/31/2023 |
AGG | 5,140 | $510 | 12/31/2023 |
Boston Financial Mangement LLC | 5,086 | $505 | 12/31/2023 |
AGG | 5,086 | $505 | 12/31/2023 |
Ironwood Wealth Management LLC. | 5,136 | $503 | 03/31/2024 |
AGG | 5,136 | $503 | 03/31/2024 |
Bfsg LLC | 5,135 | $503 | 03/31/2024 |
AGG | 5,135 | $503 | 03/31/2024 |
Gradient Capital Advisors LLC | 5,140 | $503 | 03/31/2024 |
AGG | 5,140 | $503 | 03/31/2024 |
Arlington Capital Management Inc. | 5,110 | $500 | 03/31/2024 |
AGG | 5,110 | $500 | 03/31/2024 |
Northwest Wealth Management LLC | 5,005 | $497 | 12/31/2023 |
AGG | 5,005 | $497 | 12/31/2023 |
Comprehensive Financial Consultants Institutional Inc. | 4,998 | $496 | 12/31/2023 |
AGG | 4,998 | $496 | 12/31/2023 |
Abundance Wealth Counselors | 5,048 | $494 | 03/31/2024 |
AGG | 5,048 | $494 | 03/31/2024 |
Peterson Wealth Services | 4,980 | $494 | 12/31/2023 |
AGG | 4,980 | $494 | 12/31/2023 |
Continuum Advisory LLC | 4,960 | $492 | 12/31/2023 |
AGG | 4,960 | $492 | 12/31/2023 |
Maia Wealth LLC | 4,934 | $490 | 12/31/2023 |
AGG | 4,934 | $490 | 12/31/2023 |
VAUGHAN & Co SECURITIES INC. | 4,923 | $489 | 12/31/2023 |
AGG | 4,923 | $489 | 12/31/2023 |
Windham Capital Management LLC | 4,924 | $489 | 12/31/2023 |
AGG | 4,924 | $489 | 12/31/2023 |
Bond & Devick Financial Network Inc. | 4,968 | $487 | 03/31/2024 |
AGG | 4,968 | $487 | 03/31/2024 |
Allianz Asset Management GmbH | 4,900 | $486 | 12/31/2023 |
AGG | 4,900 | $486 | 12/31/2023 |
First National Trust Co | 4,935 | $483 | 03/31/2024 |
AGG | 4,935 | $483 | 03/31/2024 |
Beaumont Financial Advisors LLC | 4,859 | $482 | 12/31/2023 |
AGG | 4,859 | $482 | 12/31/2023 |
Cornerstone Wealth Management LLC | 4,896 | $479 | 03/31/2024 |
AGG | 4,896 | $479 | 03/31/2024 |
Alpha Financial Advisors LLC | 4,820 | $478 | 12/31/2023 |
AGG | 4,820 | $478 | 12/31/2023 |
Private Capital Management LLC | 4,863 | $476 | 03/31/2024 |
AGG | 4,863 | $476 | 03/31/2024 |
KC Investment Advisors LLC | 4,791 | $476 | 12/31/2023 |
AGG | 4,791 | $476 | 12/31/2023 |
Hanlon Investment Management Inc. | 4,773 | $474 | 12/31/2023 |
AGG | 4,773 | $474 | 12/31/2023 |
Your Advocates Ltd. LLP | 4,780 | $474 | 12/31/2023 |
AGG | 4,780 | $474 | 12/31/2023 |
Mosaic Family Wealth Partners LLC | 4,778 | $474 | 12/31/2023 |
AGG | 4,778 | $474 | 12/31/2023 |
Well Done LLC | 4,759 | $466 | 03/31/2024 |
AGG | 4,759 | $466 | 03/31/2024 |
AGF Management Ltd. | 4,700 | $466 | 12/31/2023 |
AGG | 4,700 | $466 | 12/31/2023 |
GFG Capital LLC | 4,697 | $466 | 12/31/2023 |
AGG | 4,697 | $466 | 12/31/2023 |
Arkadios Wealth Advisors | 4,697 | $466 | 12/31/2023 |
AGG | 4,697 | $466 | 12/31/2023 |
Middleton & Co Inc MA | 4,685 | $465 | 12/31/2023 |
AGG | 4,685 | $465 | 12/31/2023 |
Vantage Financial Partners Ltd. Inc. | 4,675 | $464 | 12/31/2023 |
AGG | 4,675 | $464 | 12/31/2023 |
Kanawha Capital Management LLC | 4,669 | $463 | 12/31/2023 |
AGG | 4,669 | $463 | 12/31/2023 |
Tidemark LLC | 4,635 | $460 | 12/31/2023 |
AGG | 4,635 | $460 | 12/31/2023 |
Tilson Financial Group Inc. | 4,664 | $457 | 03/31/2024 |
AGG | 4,664 | $457 | 03/31/2024 |
German American Bancorp Inc. | 4,601 | $457 | 12/31/2023 |
AGG | 4,601 | $457 | 12/31/2023 |
Meridian Management Co. | 4,676 | $457 | 12/31/2023 |
AGG | 4,676 | $457 | 12/31/2023 |
Sentinel Pension Advisors Inc. | 4,592 | $456 | 12/31/2023 |
AGG | 4,592 | $456 | 12/31/2023 |
J. W. Coons Advisors LLC | 4,586 | $455 | 12/31/2023 |
AGG | 4,586 | $455 | 12/31/2023 |
Americana Partners LLC | 4,557 | $452 | 12/31/2023 |
AGG | 4,557 | $452 | 12/31/2023 |
Brighton Jones LLC | 4,533 | $450 | 12/31/2023 |
AGG | 4,533 | $450 | 12/31/2023 |
Chapin Davis Inc. | 4,586 | $449 | 03/31/2024 |
AGG | 4,586 | $449 | 03/31/2024 |
Howe & Rusling Inc. | 4,520 | $449 | 12/31/2023 |
AGG | 4,520 | $449 | 12/31/2023 |
Halbert Hargrove Global Advisors LLC | 4,561 | $447 | 03/31/2024 |
AGG | 4,561 | $447 | 03/31/2024 |
Kingdom Financial Group LLC. | 4,502 | $447 | 12/31/2023 |
AGG | 4,502 | $447 | 12/31/2023 |
GDS Wealth Management | 4,511 | $442 | 03/31/2024 |
AGG | 4,511 | $442 | 03/31/2024 |
Cornerstone Advisory LLC | 4,457 | $442 | 12/31/2023 |
AGG | 4,457 | $442 | 12/31/2023 |
Venture Visionary Partners LLC | 4,453 | $442 | 12/31/2023 |
AGG | 4,453 | $442 | 12/31/2023 |
Fundamentun LLC | 4,469 | $438 | 03/31/2024 |
AGG | 4,469 | $438 | 03/31/2024 |
Wade Financial Advisory Inc | 4,404 | $437 | 12/31/2023 |
AGG | 4,404 | $437 | 12/31/2023 |
Melfa Wealth Management LLC | 4,436 | $434 | 03/31/2024 |
AGG | 4,436 | $434 | 03/31/2024 |
Guardian Capital Advisors LP | 4,398 | $434 | 12/31/2023 |
AGG | 4,398 | $434 | 12/31/2023 |
Bulltick Wealth Management LLC | 4,370 | $434 | 12/31/2023 |
AGG | 4,370 | $434 | 12/31/2023 |
Tempus Wealth Planning LLC | 4,396 | $431 | 03/31/2024 |
AGG | 4,396 | $431 | 03/31/2024 |
Schneider Downs Wealth Management Advisors LP | 4,287 | $425 | 12/31/2023 |
AGG | 4,287 | $425 | 12/31/2023 |
Clarity Capital Partners LLC | 4,281 | $425 | 12/31/2023 |
AGG | 4,281 | $425 | 12/31/2023 |
B.O.S.S. Retirement Advisors LLC | 4,267 | $424 | 12/31/2023 |
AGG | 4,267 | $424 | 12/31/2023 |
McCollum Christoferson Group LLC | 4,300 | $421 | 03/31/2024 |
AGG | 4,300 | $421 | 03/31/2024 |
Centennial Wealth Advisory LLC | 4,290 | $420 | 03/31/2024 |
AGG | 4,290 | $420 | 03/31/2024 |
Columbia Trust Co 01012016 | 4,233 | $420 | 12/31/2023 |
AGG | 4,233 | $420 | 12/31/2023 |
Atlantic Edge Private Wealth Management LLC | 4,229 | $420 | 12/31/2023 |
AGG | 4,229 | $420 | 12/31/2023 |
Fidelis Capital Partners LLC | 4,169 | $414 | 12/31/2023 |
AGG | 4,169 | $414 | 12/31/2023 |
Abbrea Capital LLC | 4,163 | $413 | 12/31/2023 |
AGG | 4,163 | $413 | 12/31/2023 |
Harbor Advisory Corp MA | 4,150 | $412 | 12/31/2023 |
AGG | 4,150 | $412 | 12/31/2023 |
Financial Advisors Network Inc. | 4,150 | $412 | 12/31/2023 |
AGG | 4,150 | $412 | 12/31/2023 |
Financial Management Professionals Inc. | 4,188 | $410 | 03/31/2024 |
AGG | 4,188 | $410 | 03/31/2024 |
Hanson & Doremus Investment Management | 4,156 | $407 | 03/31/2024 |
AGG | 4,156 | $407 | 03/31/2024 |
Watchman Group Inc. | 4,098 | $407 | 12/31/2023 |
AGG | 4,098 | $407 | 12/31/2023 |
RMB Capital Management LLC | 4,080 | $405 | 12/31/2023 |
AGG | 4,080 | $405 | 12/31/2023 |
Holistic Financial Partners | 4,077 | $405 | 12/31/2023 |
AGG | 4,077 | $405 | 12/31/2023 |
WealthCollab LLC | 4,082 | $405 | 12/31/2023 |
AGG | 4,082 | $405 | 12/31/2023 |
Rosenberg Matthew Hamilton | 4,114 | $399 | 03/31/2024 |
AGG | 4,114 | $399 | 03/31/2024 |
Avestar Capital LLC | 4,000 | $397 | 12/31/2023 |
AGG | 4,000 | $397 | 12/31/2023 |
Frank Rimerman Advisors LLC | 3,996 | $397 | 12/31/2023 |
AGG | 3,996 | $397 | 12/31/2023 |
Horan Securities Inc. | 3,987 | $396 | 12/31/2023 |
AGG | 3,987 | $396 | 12/31/2023 |
OneAscent Financial Services LLC | 4,032 | $395 | 03/31/2024 |
AGG | 4,032 | $395 | 03/31/2024 |
NTV Asset Management LLC | 3,975 | $395 | 12/31/2023 |
AGG | 3,975 | $395 | 12/31/2023 |
Willis Johnson & Associates Inc. | 4,001 | $392 | 03/31/2024 |
AGG | 4,001 | $392 | 03/31/2024 |
Summa Corp. | 4,000 | $392 | 03/31/2024 |
AGG | 4,000 | $392 | 03/31/2024 |
SSI Investment Management LLC | 3,946 | $392 | 12/31/2023 |
AGG | 3,946 | $392 | 12/31/2023 |
Stone Point Wealth LLC | 3,949 | $392 | 12/31/2023 |
AGG | 3,949 | $392 | 12/31/2023 |
Hengehold Capital Management LLC | 3,990 | $391 | 03/31/2024 |
AGG | 3,990 | $391 | 03/31/2024 |
North Star Investment Management Corp. | 3,921 | $389 | 12/31/2023 |
AGG | 3,921 | $389 | 12/31/2023 |
Benchmark Wealth Management LLC | 3,938 | $386 | 03/31/2024 |
AGG | 3,938 | $386 | 03/31/2024 |
American Trust | 3,882 | $385 | 12/31/2023 |
AGG | 3,882 | $385 | 12/31/2023 |
BancorpSouth Bank | 3,872 | $384 | 12/31/2023 |
AGG | 3,872 | $384 | 12/31/2023 |
Eudaimonia Partners LLC | 3,906 | $383 | 03/31/2024 |
AGG | 3,906 | $383 | 03/31/2024 |
Peregrine Asset Advisers Inc. | 3,852 | $382 | 12/31/2023 |
AGG | 3,852 | $382 | 12/31/2023 |
Firethorn Wealth Partners LLC | 3,883 | $380 | 03/31/2024 |
AGG | 3,883 | $380 | 03/31/2024 |
LexAurum Advisors LLC | 3,867 | $379 | 03/31/2024 |
AGG | 3,867 | $379 | 03/31/2024 |
Prudent Man Advisors LLC | 3,823 | $379 | 12/31/2023 |
AGG | 3,823 | $379 | 12/31/2023 |
Sprott Inc. | 3,805 | $378 | 12/31/2023 |
AGG | 3,805 | $378 | 12/31/2023 |
Bank OZK | 3,788 | $376 | 12/31/2023 |
AGG | 3,788 | $376 | 12/31/2023 |
Swmg LLC | 3,786 | $376 | 12/31/2023 |
AGG | 3,786 | $376 | 12/31/2023 |
Wealthstar Advisors LLC | 3,832 | $375 | 03/31/2024 |
AGG | 3,832 | $375 | 03/31/2024 |
Clearbridge Investments LLC | 3,758 | $373 | 12/31/2023 |
AGG | 3,758 | $373 | 12/31/2023 |
Heritage Wealth Advisors | 3,741 | $371 | 12/31/2023 |
AGG | 3,741 | $371 | 12/31/2023 |
Ieq Capital LLC | 3,734 | $371 | 12/31/2023 |
AGG | 3,734 | $371 | 12/31/2023 |
Kooman & Associates | 3,736 | $371 | 12/31/2023 |
AGG | 3,736 | $371 | 12/31/2023 |
Brookmont Capital Management | 3,773 | $370 | 03/31/2024 |
AGG | 3,773 | $370 | 03/31/2024 |
Romano Brothers AND Company | 3,759 | $368 | 03/31/2024 |
AGG | 3,759 | $368 | 03/31/2024 |
Proffitt & Goodson Inc. | 3,758 | $368 | 03/31/2024 |
AGG | 3,758 | $368 | 03/31/2024 |
Boston Research & Management Inc. | 3,717 | $368 | 12/31/2023 |
AGG | 3,717 | $368 | 12/31/2023 |
Petix & Botte Co | 3,702 | $367 | 12/31/2023 |
AGG | 3,702 | $367 | 12/31/2023 |
First Heartland Consultants Inc. | 3,642 | $362 | 12/31/2023 |
AGG | 3,642 | $362 | 12/31/2023 |
Clear Investment Research LLC | 3,628 | $360 | 12/31/2023 |
AGG | 3,628 | $360 | 12/31/2023 |
W Advisors LLC | 3,661 | $359 | 03/31/2024 |
AGG | 3,661 | $359 | 03/31/2024 |
Meitav Dash Investments Ltd. | 3,613 | $358 | 12/31/2023 |
AGG | 3,613 | $358 | 12/31/2023 |
Meadow Creek Wealth Advisors LLC | 3,615 | $354 | 03/31/2024 |
AGG | 3,615 | $354 | 03/31/2024 |
South State CORP. | 3,568 | $354 | 12/31/2023 |
AGG | 3,568 | $354 | 12/31/2023 |
Orgel Wealth Management LLC | 3,597 | $352 | 03/31/2024 |
AGG | 3,597 | $352 | 03/31/2024 |
Wade G W & Inc. | 3,550 | $352 | 12/31/2023 |
AGG | 3,550 | $352 | 12/31/2023 |
Epic Trust Investment Advisors LLC | 3,579 | $351 | 03/31/2024 |
AGG | 3,579 | $351 | 03/31/2024 |
SOA Wealth Advisors LLC. | 3,576 | $350 | 03/31/2024 |
AGG | 3,576 | $350 | 03/31/2024 |
Jane Street Group LLC | 3,500 | $347 | 12/31/2023 |
AGG | 3,500 | $347 | 12/31/2023 |
Executive Wealth Management LLC | 3,489 | $346 | 12/31/2023 |
AGG | 3,489 | $346 | 12/31/2023 |
Naples Global Advisors LLC | 3,465 | $344 | 12/31/2023 |
AGG | 3,465 | $344 | 12/31/2023 |
CCG Wealth Management LLC | 3,501 | $343 | 03/31/2024 |
AGG | 3,501 | $343 | 03/31/2024 |
Arden Trust Co | 3,498 | $343 | 03/31/2024 |
AGG | 3,498 | $343 | 03/31/2024 |
Centaurus Financial Inc. | 3,431 | $341 | 12/31/2023 |
AGG | 3,431 | $341 | 12/31/2023 |
Essential Planning LLC. | 3,434 | $341 | 12/31/2023 |
AGG | 3,434 | $341 | 12/31/2023 |
Householder Group Estate & Retirement Specialist LLC | 3,430 | $340 | 12/31/2023 |
AGG | 3,430 | $340 | 12/31/2023 |
Regis Management CO LLC | 3,460 | $339 | 03/31/2024 |
AGG | 3,460 | $339 | 03/31/2024 |
Evanson Asset Management LLC | 3,449 | $338 | 03/31/2024 |
AGG | 3,449 | $338 | 03/31/2024 |
Bensler LLC | 3,403 | $338 | 12/31/2023 |
AGG | 3,403 | $338 | 12/31/2023 |
JNBA Financial Advisors | 3,436 | $337 | 03/31/2024 |
AGG | 3,436 | $337 | 03/31/2024 |
Hexagon Capital Partners LLC | 3,419 | $335 | 03/31/2024 |
AGG | 3,419 | $335 | 03/31/2024 |
Milestone Asset Management LLC | 3,423 | $335 | 03/31/2024 |
AGG | 3,423 | $335 | 03/31/2024 |
Willow Creek Wealth Management Inc. | 3,378 | $335 | 12/31/2023 |
AGG | 3,378 | $335 | 12/31/2023 |
Sharkey Howes & Javer | 3,400 | $333 | 03/31/2024 |
AGG | 3,400 | $333 | 03/31/2024 |
Pacific Wealth Management | 3,326 | $330 | 03/31/2024 |
AGG | 3,326 | $330 | 03/31/2024 |
Archford Capital Strategies LLC | 3,310 | $324 | 03/31/2024 |
AGG | 3,310 | $324 | 03/31/2024 |
Roger Wittlin Investment Advisory LLC | 3,269 | $324 | 12/31/2023 |
AGG | 3,269 | $324 | 12/31/2023 |
West Branch Capital LLC | 3,293 | $323 | 03/31/2024 |
AGG | 3,293 | $323 | 03/31/2024 |
Premier Path Wealth Partners LLC | 2,967 | $322 | 03/31/2024 |
AGG | 2,967 | $322 | 03/31/2024 |
Monticello Wealth Management LLC | 3,280 | $321 | 03/31/2024 |
AGG | 3,280 | $321 | 03/31/2024 |
Courage Miller Partners LLC | 3,271 | $320 | 03/31/2024 |
AGG | 3,271 | $320 | 03/31/2024 |
Henrickson Nauta Wealth Advisors Inc. | 3,328 | $319 | 03/31/2024 |
AGG | 3,328 | $319 | 03/31/2024 |
United Bank | 3,218 | $319 | 12/31/2023 |
AGG | 3,218 | $319 | 12/31/2023 |
Reston Wealth Management LLC | 3,197 | $317 | 12/31/2023 |
AGG | 3,197 | $317 | 12/31/2023 |
Gallacher Capital Management LLC | 3,184 | $316 | 12/31/2023 |
AGG | 3,184 | $316 | 12/31/2023 |
Bogart Wealth LLC | 3,203 | $314 | 03/31/2024 |
AGG | 3,203 | $314 | 03/31/2024 |
Christopher J. Hasenberg Inc | 3,202 | $314 | 03/31/2024 |
AGG | 3,202 | $314 | 03/31/2024 |
Delta Asset Management LLC TN | 3,145 | $312 | 12/31/2023 |
AGG | 3,145 | $312 | 12/31/2023 |
Westshore Wealth LLC | 3,147 | $312 | 12/31/2023 |
AGG | 3,147 | $312 | 12/31/2023 |
Strategic Wealth Designers | 3,130 | $311 | 12/31/2023 |
AGG | 3,130 | $311 | 12/31/2023 |
Wealthfront Advisers LLC | 3,166 | $310 | 03/31/2024 |
AGG | 3,166 | $310 | 03/31/2024 |
Pictet & Cie Europe SA | 3,126 | $310 | 12/31/2023 |
AGG | 3,126 | $310 | 12/31/2023 |
New England Professional Planning Group Inc. | 3,143 | $308 | 03/31/2024 |
AGG | 3,143 | $308 | 03/31/2024 |
Stordahl Capital Management Inc. | 3,141 | $308 | 03/31/2024 |
AGG | 3,141 | $308 | 03/31/2024 |
Benjamin Edwards Inc. | 3,089 | $307 | 12/31/2023 |
AGG | 3,089 | $307 | 12/31/2023 |
Zullo Investment Group Inc. | 3,115 | $305 | 03/31/2024 |
AGG | 3,115 | $305 | 03/31/2024 |
Noesis Capital Mangement Corp | 3,070 | $305 | 12/31/2023 |
AGG | 3,070 | $305 | 12/31/2023 |
Gables Capital Management Inc. | 3,076 | $305 | 12/31/2023 |
AGG | 3,076 | $305 | 12/31/2023 |
Stephenson & Company Inc. | 3,072 | $305 | 12/31/2023 |
AGG | 3,072 | $305 | 12/31/2023 |
Balboa Wealth Partners | 3,064 | $304 | 12/31/2023 |
AGG | 3,064 | $304 | 12/31/2023 |
Everett Harris & Co. CA | 3,092 | $303 | 03/31/2024 |
AGG | 3,092 | $303 | 03/31/2024 |
Independent Family Office LLC | 3,032 | $301 | 12/31/2023 |
AGG | 3,032 | $301 | 12/31/2023 |
Cardinal Point Capital Management ULC | 3,065 | $300 | 03/31/2024 |
AGG | 3,065 | $300 | 03/31/2024 |
Park Place Capital Corp | 3,063 | $300 | 03/31/2024 |
AGG | 3,063 | $300 | 03/31/2024 |
Lyell Wealth Management LP | 3,020 | $300 | 12/31/2023 |
AGG | 3,020 | $300 | 12/31/2023 |
Defined Wealth Management LLC | 3,040 | $298 | 03/31/2024 |
AGG | 3,040 | $298 | 03/31/2024 |
Falcon Wealth Planning | 3,031 | $297 | 03/31/2024 |
AGG | 3,031 | $297 | 03/31/2024 |
TrueWealth Advisors LLC | 2,957 | $290 | 03/31/2024 |
AGG | 2,957 | $290 | 03/31/2024 |
TrinityPoint Wealth LLC | 2,922 | $290 | 12/31/2023 |
AGG | 2,922 | $290 | 12/31/2023 |
Sonora Investment Management Group LLC | 2,925 | $290 | 12/31/2023 |
AGG | 2,925 | $290 | 12/31/2023 |
David Loasby | 2,938 | $289 | 12/31/2023 |
AGG | 2,938 | $289 | 12/31/2023 |
Winthrop Advisory Group LLC | 2,941 | $288 | 03/31/2024 |
AGG | 2,941 | $288 | 03/31/2024 |
Joel Isaacson & Co. LLC | 2,905 | $288 | 12/31/2023 |
AGG | 2,905 | $288 | 12/31/2023 |
tru Independence LLC | 2,927 | $287 | 03/31/2024 |
AGG | 2,927 | $287 | 03/31/2024 |
Autumn Glory Partners LLC | 2,903 | $287 | 12/31/2023 |
AGG | 2,903 | $287 | 12/31/2023 |
Trust Co of the South | 2,920 | $286 | 03/31/2024 |
AGG | 2,920 | $286 | 03/31/2024 |
American Financial Advisors LLC | 2,866 | $281 | 03/31/2024 |
AGG | 2,866 | $281 | 03/31/2024 |
Gould Capital LLC | 2,829 | $281 | 12/31/2023 |
AGG | 2,829 | $281 | 12/31/2023 |
Kure Advisory LLC | 2,808 | $279 | 12/31/2023 |
AGG | 2,808 | $279 | 12/31/2023 |
Gordian Advisors LLC | 2,839 | $278 | 03/31/2024 |
AGG | 2,839 | $278 | 03/31/2024 |
Droms Strauss Advisors Inc. MO ADV | 2,795 | $277 | 12/31/2023 |
AGG | 2,795 | $277 | 12/31/2023 |
Benin Management CORP | 2,792 | $273 | 03/31/2024 |
AGG | 2,792 | $273 | 03/31/2024 |
Fort Washington Investment Advisors Inc. OH | 2,744 | $272 | 03/31/2024 |
AGG | 2,744 | $272 | 03/31/2024 |
Cadinha & Co. LLC | 2,738 | $272 | 12/31/2023 |
AGG | 2,738 | $272 | 12/31/2023 |
Allen Capital Group LLC | 2,759 | $270 | 03/31/2024 |
AGG | 2,759 | $270 | 03/31/2024 |
Waters Parkerson & CO. LLC | 2,710 | $269 | 12/31/2023 |
AGG | 2,710 | $269 | 12/31/2023 |
Keystone Financial Group | 2,711 | $269 | 12/31/2023 |
AGG | 2,711 | $269 | 12/31/2023 |
Waterfront Wealth Inc. | 2,689 | $267 | 12/31/2023 |
AGG | 2,689 | $267 | 12/31/2023 |
Sheaff Brock Investment Advisors LLC | 2,685 | $266 | 12/31/2023 |
AGG | 2,685 | $266 | 12/31/2023 |
Wealth Alliance Advisory Group LLC | 2,698 | $264 | 03/31/2024 |
AGG | 2,698 | $264 | 03/31/2024 |
Vivaldi Capital Management LLC | 2,726 | $264 | 12/31/2023 |
AGG | 2,726 | $264 | 12/31/2023 |
Kickstand Ventures LLC. | 2,650 | $263 | 12/31/2023 |
AGG | 2,650 | $263 | 12/31/2023 |
Texas Yale Capital Corp. | 2,640 | $262 | 12/31/2023 |
AGG | 2,640 | $262 | 12/31/2023 |
Capital Advisors Ltd. LLC | 2,647 | $259 | 03/31/2024 |
AGG | 2,647 | $259 | 03/31/2024 |
Montag A & Associates Inc. | 2,600 | $258 | 12/31/2023 |
AGG | 2,600 | $258 | 12/31/2023 |
Knuff & Co LLC | 2,600 | $258 | 12/31/2023 |
AGG | 2,600 | $258 | 12/31/2023 |
Fiduciary Alliance LLC | 2,639 | $256 | 03/31/2024 |
AGG | 2,639 | $256 | 03/31/2024 |
Concorde Asset Management LLC | 2,568 | $255 | 12/31/2023 |
AGG | 2,568 | $255 | 12/31/2023 |
Advisory Resource Group | 2,573 | $255 | 12/31/2023 |
AGG | 2,573 | $255 | 12/31/2023 |
Weaver Consulting Group | 2,591 | $254 | 03/31/2024 |
AGG | 2,591 | $254 | 03/31/2024 |
Family Wealth Group LLC | 2,556 | $254 | 12/31/2023 |
AGG | 2,556 | $254 | 12/31/2023 |
Calamos Advisors LLC | 2,551 | $253 | 12/31/2023 |
AGG | 2,551 | $253 | 12/31/2023 |
TNF LLC | 2,646 | $252 | 03/31/2024 |
AGG | 2,646 | $252 | 03/31/2024 |
Darwin Advisors LLC | 2,543 | $252 | 12/31/2023 |
AGG | 2,543 | $252 | 12/31/2023 |
Sachetta LLC | 2,542 | $252 | 12/31/2023 |
AGG | 2,542 | $252 | 12/31/2023 |
Indiana Trust & Investment Management CO | 2,566 | $251 | 03/31/2024 |
AGG | 2,566 | $251 | 03/31/2024 |
Kaydan Wealth Management Inc. | 2,559 | $251 | 03/31/2024 |
AGG | 2,559 | $251 | 03/31/2024 |
Apeiron RIA LLC | 2,550 | $250 | 03/31/2024 |
AGG | 2,550 | $250 | 03/31/2024 |
Segment Wealth Management LLC | 2,540 | $249 | 03/31/2024 |
AGG | 2,540 | $249 | 03/31/2024 |
White Lighthouse Investment Management Inc. | 2,510 | $249 | 12/31/2023 |
AGG | 2,510 | $249 | 12/31/2023 |
True Vision MN LLC | 2,509 | $249 | 12/31/2023 |
AGG | 2,509 | $249 | 12/31/2023 |
SignalPoint Asset Management LLC | 2,533 | $248 | 03/31/2024 |
AGG | 2,533 | $248 | 03/31/2024 |
Verition Fund Management LLC | 2,500 | $248 | 12/31/2023 |
AGG | 2,500 | $248 | 12/31/2023 |
Beacon Financial Advisory LLC | 2,499 | $248 | 12/31/2023 |
AGG | 2,499 | $248 | 12/31/2023 |
Semus Wealth Partners LLC | 2,495 | $248 | 12/31/2023 |
AGG | 2,495 | $248 | 12/31/2023 |
Carmel Capital Partners LLC | 2,503 | $245 | 03/31/2024 |
AGG | 2,503 | $245 | 03/31/2024 |
Jessup Wealth Management Inc | 2,499 | $245 | 03/31/2024 |
AGG | 2,499 | $245 | 03/31/2024 |
Quantitative Strategies Inc. | 2,470 | $245 | 12/31/2023 |
AGG | 2,470 | $245 | 12/31/2023 |
O Connor Financial Group LLC | 2,492 | $244 | 03/31/2024 |
AGG | 2,492 | $244 | 03/31/2024 |
Client 1ST Advisory Group LLC | 2,455 | $244 | 12/31/2023 |
AGG | 2,455 | $244 | 12/31/2023 |
Gateway Wealth Partners LLC | 2,444 | $243 | 12/31/2023 |
AGG | 2,444 | $243 | 12/31/2023 |
AFG Fiduciary Services Limited Partnership | 2,498 | $242 | 03/31/2024 |
AGG | 2,498 | $242 | 03/31/2024 |
Confluence Wealth Services Inc. | 2,463 | $241 | 03/31/2024 |
AGG | 2,463 | $241 | 03/31/2024 |
Beta Wealth Group Inc. | 2,426 | $241 | 12/31/2023 |
AGG | 2,426 | $241 | 12/31/2023 |
CENTRAL TRUST Co | 2,442 | $239 | 03/31/2024 |
AGG | 2,442 | $239 | 03/31/2024 |
LaSalle St. Investment Advisors LLC | 2,406 | $239 | 12/31/2023 |
AGG | 2,406 | $239 | 12/31/2023 |
Wolverine Trading LLC | $238 | 12/31/2023 | |
Call | 8,100 | $804 | 12/31/2023 |
Put | 5,700 | $566 | 12/31/2023 |
Brickley Wealth Management | 2,411 | $236 | 03/31/2024 |
AGG | 2,411 | $236 | 03/31/2024 |
Fort Sheridan Advisors LLC | 2,370 | $235 | 12/31/2023 |
AGG | 2,370 | $235 | 12/31/2023 |
Beacon Financial Group | 2,360 | $234 | 12/31/2023 |
AGG | 2,360 | $234 | 12/31/2023 |
Navis Wealth Advisors LLC | 2,360 | $234 | 12/31/2023 |
AGG | 2,360 | $234 | 12/31/2023 |
Gray Wealth Management Inc. | 2,360 | $234 | 12/31/2023 |
AGG | 2,360 | $234 | 12/31/2023 |
Wedgewood Investors Inc. PA | 2,342 | $232 | 12/31/2023 |
AGG | 2,342 | $232 | 12/31/2023 |
Trust Co. of Toledo NA OH | 2,352 | $230 | 03/31/2024 |
AGG | 2,352 | $230 | 03/31/2024 |
Red Wave Investments LLC | 2,313 | $230 | 12/31/2023 |
AGG | 2,313 | $230 | 12/31/2023 |
Silver Oak Advisory Group Inc. | 2,319 | $230 | 12/31/2023 |
AGG | 2,319 | $230 | 12/31/2023 |
Institute for Wealth Management LLC. | 2,303 | $229 | 12/31/2023 |
AGG | 2,303 | $229 | 12/31/2023 |
Focused Wealth Management Inc | 2,293 | $228 | 12/31/2023 |
AGG | 2,293 | $228 | 12/31/2023 |
Wealth Advisors of Tampa Bay LLC | 2,285 | $227 | 12/31/2023 |
AGG | 2,285 | $227 | 12/31/2023 |
Golden Road Advisors LLC | 2,300 | $225 | 03/31/2024 |
AGG | 2,300 | $225 | 03/31/2024 |
Cambridge Trust Co. | 2,268 | $225 | 12/31/2023 |
AGG | 2,268 | $225 | 12/31/2023 |
Consolidated Planning Corp | 2,265 | $225 | 12/31/2023 |
AGG | 2,265 | $225 | 12/31/2023 |
ACT Advisors LLC. | 2,278 | $223 | 03/31/2024 |
AGG | 2,278 | $223 | 03/31/2024 |
Scholtz & Company LLC | 2,237 | $222 | 12/31/2023 |
AGG | 2,237 | $222 | 12/31/2023 |
Joseph Group Capital Management | 2,227 | $221 | 12/31/2023 |
AGG | 2,227 | $221 | 12/31/2023 |
Gradient Investments LLC | 2,243 | $220 | 03/31/2024 |
AGG | 2,243 | $220 | 03/31/2024 |
Kaizen Financial Strategies | 2,220 | $220 | 12/31/2023 |
AGG | 2,220 | $220 | 12/31/2023 |
Cottage Street Advisors LLC | 2,239 | $219 | 03/31/2024 |
AGG | 2,239 | $219 | 03/31/2024 |
Catalyst Private Wealth LLC | 2,235 | $219 | 03/31/2024 |
AGG | 2,235 | $219 | 03/31/2024 |
Dixon Mitchell Investment Counsel Inc. | 2,232 | $219 | 03/31/2024 |
AGG | 2,232 | $219 | 03/31/2024 |
Brio Consultants LLC | 2,197 | $218 | 12/31/2023 |
AGG | 2,197 | $218 | 12/31/2023 |
Vista Wealth Management Group LLC | 2,200 | $218 | 12/31/2023 |
AGG | 2,200 | $218 | 12/31/2023 |
Cassaday & Co Wealth Management LLC | 2,200 | $218 | 12/31/2023 |
AGG | 2,200 | $218 | 12/31/2023 |
L.M. Kohn & Company | 2,203 | $216 | 03/31/2024 |
AGG | 2,203 | $216 | 03/31/2024 |
Aull & Monroe Investment Management Corp | 2,175 | $216 | 12/31/2023 |
AGG | 2,175 | $216 | 12/31/2023 |
Rench Wealth Management Inc. | 2,177 | $216 | 12/31/2023 |
AGG | 2,177 | $216 | 12/31/2023 |
Taylor & Morgan Wealth Management LLC | 2,196 | $215 | 03/31/2024 |
AGG | 2,196 | $215 | 03/31/2024 |
Retirement Solution Inc. | 2,160 | $214 | 12/31/2023 |
AGG | 2,160 | $214 | 12/31/2023 |
Impact Partnership Wealth LLC | 2,151 | $214 | 12/31/2023 |
AGG | 2,151 | $214 | 12/31/2023 |
Parcion Private Wealth LLC | 2,173 | $213 | 03/31/2024 |
AGG | 2,173 | $213 | 03/31/2024 |
Scott Capital Advisors LLC | 2,203 | $213 | 03/31/2024 |
AGG | 2,203 | $213 | 03/31/2024 |
Canopy Partners LLC | 2,135 | $212 | 12/31/2023 |
AGG | 2,135 | $212 | 12/31/2023 |
Colorado Capital Management Inc. | 2,152 | $211 | 03/31/2024 |
AGG | 2,152 | $211 | 03/31/2024 |
Tanglewood Wealth Management Inc. | 2,114 | $210 | 12/31/2023 |
AGG | 2,114 | $210 | 12/31/2023 |
Founders Financial Alliance LLC | 2,113 | $210 | 12/31/2023 |
AGG | 2,113 | $210 | 12/31/2023 |
O Brien Wealth Partners LLC | 2,133 | $209 | 03/31/2024 |
AGG | 2,133 | $209 | 03/31/2024 |
Hixon Zuercher LLC | 2,110 | $209 | 12/31/2023 |
AGG | 2,110 | $209 | 12/31/2023 |
Signature Wealth Management Partners LLC | 2,122 | $208 | 03/31/2024 |
AGG | 2,122 | $208 | 03/31/2024 |
Helen Stephens Group LLC | 2,118 | $207 | 03/31/2024 |
AGG | 2,118 | $207 | 03/31/2024 |
O Dell Group LLC | 2,089 | $207 | 12/31/2023 |
AGG | 2,089 | $207 | 12/31/2023 |
RWM Asset Management LLC | 2,103 | $206 | 03/31/2024 |
AGG | 2,103 | $206 | 03/31/2024 |
Moneywise Inc. | 2,089 | $205 | 03/31/2024 |
AGG | 2,089 | $205 | 03/31/2024 |
Paul Damon & Associates Inc. | 2,090 | $205 | 03/31/2024 |
AGG | 2,090 | $205 | 03/31/2024 |
Central Valley Advisors LLC | 2,098 | $205 | 03/31/2024 |
AGG | 2,098 | $205 | 03/31/2024 |
Rise Advisors LLC | 2,078 | $204 | 03/31/2024 |
AGG | 2,078 | $204 | 03/31/2024 |
Delta Financial Advisors LLC | 2,060 | $204 | 12/31/2023 |
AGG | 2,060 | $204 | 12/31/2023 |
Appleton Partners Inc. MA | 2,070 | $203 | 03/31/2024 |
AGG | 2,070 | $203 | 03/31/2024 |
ProVise Management Group LLC | 2,042 | $203 | 12/31/2023 |
AGG | 2,042 | $203 | 12/31/2023 |
Oxford Financial Group Ltd. | 2,032 | $202 | 12/31/2023 |
AGG | 2,032 | $202 | 12/31/2023 |
Left Brain Wealth Management LLC | 2,040 | $202 | 12/31/2023 |
AGG | 2,040 | $202 | 12/31/2023 |
Yoder Wealth Management Inc. | 2,052 | $201 | 03/31/2024 |
AGG | 2,052 | $201 | 03/31/2024 |
LM Advisors LLC | 2,023 | $201 | 12/31/2023 |
AGG | 2,023 | $201 | 12/31/2023 |
Moors & Cabot Inc. | 2,016 | $200 | 12/31/2023 |
AGG | 2,016 | $200 | 12/31/2023 |
Brandywine Oak Private Wealth LLC | 2,019 | $200 | 12/31/2023 |
AGG | 2,019 | $200 | 12/31/2023 |
Barclays PLC | 2,001 | $199 | 12/31/2023 |
AGG | 2,001 | $199 | 12/31/2023 |
Wellington Shields Capital Management LLC | 2,000 | $198 | 12/31/2023 |
AGG | 2,000 | $198 | 12/31/2023 |
Hazlett Burt & Watson Inc. | 1,986 | $196 | 12/31/2023 |
AGG | 1,986 | $196 | 12/31/2023 |
PrairieView Partners LLC | 1,927 | $191 | 12/31/2023 |
AGG | 1,927 | $191 | 12/31/2023 |
Morris Financial Concepts Inc. | 1,945 | $190 | 03/31/2024 |
AGG | 1,945 | $190 | 03/31/2024 |
PSI Advisors LLC | 1,816 | $178 | 03/31/2024 |
AGG | 1,816 | $178 | 03/31/2024 |
Financial Synergies Wealth Advisors Inc. | 1,783 | $175 | 03/31/2024 |
AGG | 1,783 | $175 | 03/31/2024 |
Matrix Private Capital Group LLC | 1,742 | $173 | 12/31/2023 |
AGG | 1,742 | $173 | 12/31/2023 |
Hills Bank & Trust Co | 1,713 | $170 | 12/31/2023 |
AGG | 1,713 | $170 | 12/31/2023 |
Trust Co. of Vermont | 1,703 | $169 | 12/31/2023 |
AGG | 1,703 | $169 | 12/31/2023 |
Duncker Streett & Co. Inc. | 1,660 | $163 | 03/31/2024 |
AGG | 1,660 | $163 | 03/31/2024 |
Carmichael Hill & Associates Inc. | 1,647 | $161 | 03/31/2024 |
AGG | 1,647 | $161 | 03/31/2024 |
Cardiff Park Advisors LLC | 1,596 | $158 | 12/31/2023 |
AGG | 1,596 | $158 | 12/31/2023 |
Cassady Schiller Wealth Management LLC | 1,585 | $157 | 12/31/2023 |
AGG | 1,585 | $157 | 12/31/2023 |
Friedenthal Financial | 1,596 | $156 | 03/31/2024 |
AGG | 1,596 | $156 | 03/31/2024 |
Caldwell Sutter Capital Inc. | 1,551 | $152 | 03/31/2024 |
AGG | 1,551 | $152 | 03/31/2024 |
Key Financial Inc | 1,523 | $151 | 12/31/2023 |
AGG | 1,523 | $151 | 12/31/2023 |
Interactive Financial Advisors | 1,488 | $148 | 12/31/2023 |
AGG | 1,488 | $148 | 12/31/2023 |
Headlands Technologies LLC | 1,491 | $148 | 12/31/2023 |
AGG | 1,491 | $148 | 12/31/2023 |
Carolinas Wealth Consulting LLC | 1,488 | $148 | 12/31/2023 |
AGG | 1,488 | $148 | 12/31/2023 |
Toth Financial Advisory Corp | 1,506 | $147 | 03/31/2024 |
AGG | 1,506 | $147 | 03/31/2024 |
Concord Wealth Partners | 1,389 | $138 | 12/31/2023 |
AGG | 1,389 | $138 | 12/31/2023 |
Mendota Financial Group LLC | 1,392 | $136 | 03/31/2024 |
AGG | 1,392 | $136 | 03/31/2024 |
Archer Investment Corp | 1,343 | $133 | 12/31/2023 |
AGG | 1,343 | $133 | 12/31/2023 |
Atlantic Trust LLC | 1,334 | $132 | 12/31/2023 |
AGG | 1,334 | $132 | 12/31/2023 |
Live Oak Investment Partners | 1,288 | $128 | 12/31/2023 |
AGG | 1,288 | $128 | 12/31/2023 |
Glass Jacobson Investment Advisors llc | 1,300 | $127 | 03/31/2024 |
AGG | 1,300 | $127 | 03/31/2024 |
Ritter Daniher Financial Advisory LLC DE | 1,275 | $127 | 12/31/2023 |
AGG | 1,275 | $127 | 12/31/2023 |
Bangor Savings Bank | 1,285 | $126 | 03/31/2024 |
AGG | 1,285 | $126 | 03/31/2024 |
Beacon Capital Management LLC | 1,340 | $126 | 12/31/2023 |
AGG | 1,340 | $126 | 12/31/2023 |
ICA Group Wealth Management LLC | 1,266 | $126 | 12/31/2023 |
AGG | 1,266 | $126 | 12/31/2023 |
Annapolis Financial Services LLC | 1,274 | $125 | 03/31/2024 |
AGG | 1,274 | $125 | 03/31/2024 |
Anchor Investment Management LLC | 1,256 | $125 | 12/31/2023 |
AGG | 1,256 | $125 | 12/31/2023 |
Capital Management Associates Inc | 1,236 | $123 | 12/31/2023 |
AGG | 1,236 | $123 | 12/31/2023 |
Northwest Investment Counselors LLC | 1,224 | $120 | 03/31/2024 |
AGG | 1,224 | $120 | 03/31/2024 |
Independence Bank of Kentucky | 1,226 | $120 | 03/31/2024 |
AGG | 1,226 | $120 | 03/31/2024 |
Rain Capital Management LLC | 1,206 | $120 | 12/31/2023 |
AGG | 1,206 | $120 | 12/31/2023 |
Bray Capital Advisors | 1,200 | $119 | 12/31/2023 |
AGG | 1,200 | $119 | 12/31/2023 |
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 1,172 | $112 | 03/31/2024 |
AGG | 1,172 | $112 | 03/31/2024 |
Wunderlich Capital Managemnt | 1,130 | $112 | 12/31/2023 |
AGG | 1,130 | $112 | 12/31/2023 |
Banque Cantonale Vaudoise | 1,100 | $108 | 03/31/2024 |
AGG | 1,100 | $108 | 03/31/2024 |
Centerpoint Advisors LLC | 1,085 | $108 | 12/31/2023 |
AGG | 1,085 | $108 | 12/31/2023 |
Northwest Financial Advisors | 1,078 | $107 | 12/31/2023 |
AGG | 1,078 | $107 | 12/31/2023 |
Beaird Harris Wealth Management LLC | 1,044 | $104 | 12/31/2023 |
AGG | 1,044 | $104 | 12/31/2023 |
Roble Belko & Company Inc | 1,052 | $103 | 03/31/2024 |
AGG | 1,052 | $103 | 03/31/2024 |
Cornerstone Planning Group LLC | 1,033 | $103 | 12/31/2023 |
AGG | 1,033 | $103 | 12/31/2023 |
Harel Insurance Investments & Financial Services Ltd. | 1,014 | $100 | 12/31/2023 |
AGG | 1,014 | $100 | 12/31/2023 |
Mechanics Financial Corp | 1,000 | $99 | 12/31/2023 |
AGG | 1,000 | $99 | 12/31/2023 |
Wellington Shields & Co. LLC | 978 | $97 | 12/31/2023 |
AGG | 978 | $97 | 12/31/2023 |
New Republic Capital LLC | 961 | $95 | 12/31/2023 |
AGG | 961 | $95 | 12/31/2023 |
Pacifica Partners Inc. | 943 | $92 | 03/31/2024 |
AGG | 943 | $92 | 03/31/2024 |
Life Planning Partners Inc | 916 | $91 | 12/31/2023 |
AGG | 916 | $91 | 12/31/2023 |
Missouri Trust & Investment Co | 903 | $90 | 12/31/2023 |
AGG | 903 | $90 | 12/31/2023 |
City Holding Co. | 908 | $89 | 03/31/2024 |
AGG | 908 | $89 | 03/31/2024 |
Nordwand Advisors LLC | 893 | $89 | 12/31/2023 |
AGG | 893 | $89 | 12/31/2023 |
PFG Private Wealth Management LLC | 891 | $87 | 03/31/2024 |
AGG | 891 | $87 | 03/31/2024 |
Guardian Wealth Advisors LLC NC | 880 | $87 | 12/31/2023 |
AGG | 880 | $87 | 12/31/2023 |
DHJJ Financial Advisors Ltd. | 881 | $86 | 03/31/2024 |
AGG | 881 | $86 | 03/31/2024 |
Winch Advisory Services LLC | 864 | $86 | 12/31/2023 |
AGG | 864 | $86 | 12/31/2023 |
Tucker Asset Management LLC | 846 | $84 | 12/31/2023 |
AGG | 846 | $84 | 12/31/2023 |
Cranbrook Wealth Management LLC | 768 | $75 | 03/31/2024 |
AGG | 768 | $75 | 03/31/2024 |
Washington Trust Advisors Inc. | 717 | $71 | 12/31/2023 |
AGG | 717 | $71 | 12/31/2023 |
Capital Investment Counsel Inc | 688 | $68 | 12/31/2023 |
AGG | 688 | $68 | 12/31/2023 |
Moisand Fitzgerald Tamayo LLC | 678 | $66 | 03/31/2024 |
AGG | 678 | $66 | 03/31/2024 |
Biltmore Family Office LLC | 663 | $66 | 12/31/2023 |
AGG | 663 | $66 | 12/31/2023 |
CNB Bank | 665 | $66 | 12/31/2023 |
AGG | 665 | $66 | 12/31/2023 |
Retirement Group LLC | 621 | $62 | 12/31/2023 |
AGG | 621 | $62 | 12/31/2023 |
Vestor Capital LLC | 613 | $61 | 12/31/2023 |
AGG | 613 | $61 | 12/31/2023 |
Parkside Financial Bank & Trust | 619 | $61 | 12/31/2023 |
AGG | 619 | $61 | 12/31/2023 |
Edmond DE Rothschild Holding S.A. | 600 | $60 | 12/31/2023 |
AGG | 600 | $60 | 12/31/2023 |
Y.D. More Investments Ltd | 600 | $60 | 12/31/2023 |
AGG | 600 | $60 | 12/31/2023 |
Spence Asset Management | 601 | $59 | 03/31/2024 |
AGG | 601 | $59 | 03/31/2024 |
VitalStone Financial LLC | 596 | $59 | 12/31/2023 |
AGG | 596 | $59 | 12/31/2023 |
Godsey & Gibb Associates | 582 | $57 | 03/31/2024 |
AGG | 582 | $57 | 03/31/2024 |
Fortis Advisors LLC | 569 | $56 | 12/31/2023 |
AGG | 569 | $56 | 12/31/2023 |
Woodard & Co. Asset Management Group Inc. ADV | 550 | $55 | 12/31/2023 |
AGG | 550 | $55 | 12/31/2023 |
Caitlin John LLC | 559 | $55 | 12/31/2023 |
AGG | 559 | $55 | 12/31/2023 |
Bank of New Hampshire | 556 | $54 | 03/31/2024 |
AGG | 556 | $54 | 03/31/2024 |
Newbridge Financial Services Group Inc. | 532 | $52 | 03/31/2024 |
AGG | 532 | $52 | 03/31/2024 |
Paladin Advisory Group LLC | 502 | $50 | 12/31/2023 |
AGG | 502 | $50 | 12/31/2023 |
Citizens National Bank Trust Department | 475 | $47 | 12/31/2023 |
AGG | 475 | $47 | 12/31/2023 |
CarsonAllaria Wealth Management Ltd. | 461 | $46 | 12/31/2023 |
AGG | 461 | $46 | 12/31/2023 |
APCM Wealth Management for Individuals | 451 | $44 | 03/31/2024 |
AGG | 451 | $44 | 03/31/2024 |
Stephenson National Bank & Trust | 423 | $41 | 03/31/2024 |
AGG | 423 | $41 | 03/31/2024 |
Tradewinds Capital Management LLC | 410 | $40 | 03/31/2024 |
AGG | 410 | $40 | 03/31/2024 |
Clean Yield Group | 406 | $40 | 12/31/2023 |
AGG | 406 | $40 | 12/31/2023 |
Harbor Investment Advisory LLC | 392 | $38 | 03/31/2024 |
AGG | 392 | $38 | 03/31/2024 |
YHB Investment Advisors Inc. | 389 | $38 | 03/31/2024 |
AGG | 389 | $38 | 03/31/2024 |
Wolff Wiese Magana LLC | 388 | $38 | 03/31/2024 |
AGG | 388 | $38 | 03/31/2024 |
GPS Wealth Strategies Group LLC | 373 | $37 | 12/31/2023 |
AGG | 373 | $37 | 12/31/2023 |
Farmers & Merchants Trust Co of Chambersburg PA | 368 | $36 | 03/31/2024 |
AGG | 368 | $36 | 03/31/2024 |
Annis Gardner Whiting Capital Advisors LLC | 359 | $36 | 12/31/2023 |
AGG | 359 | $36 | 12/31/2023 |
Kozak & Associates Inc. | 352 | $35 | 12/31/2023 |
AGG | 352 | $35 | 12/31/2023 |
Keener Financial Planning LLC | 355 | $35 | 12/31/2023 |
AGG | 355 | $35 | 12/31/2023 |
Baldwin Brothers Inc. MA | 325 | $32 | 03/31/2024 |
AGG | 325 | $32 | 03/31/2024 |
Cape Investment Advisory Inc. | 323 | $32 | 12/31/2023 |
AGG | 323 | $32 | 12/31/2023 |
Koesten Hirschmann & Crabtree INC. | 327 | $32 | 12/31/2023 |
AGG | 327 | $32 | 12/31/2023 |
Venturi Wealth Management LLC | 315 | $31 | 03/31/2024 |
AGG | 315 | $31 | 03/31/2024 |
Financial Perspectives Inc | 314 | $31 | 03/31/2024 |
AGG | 314 | $31 | 03/31/2024 |
JCIC Asset Management Inc. | 315 | $31 | 12/31/2023 |
AGG | 315 | $31 | 12/31/2023 |
Tortoise Investment Management LLC | 310 | $31 | 12/31/2023 |
AGG | 310 | $31 | 12/31/2023 |
Compagnie Lombard Odier SCmA | 317 | $31 | 12/31/2023 |
AGG | 317 | $31 | 12/31/2023 |
Elevate Wealth Advisory Inc. | 308 | $31 | 12/31/2023 |
AGG | 308 | $31 | 12/31/2023 |
Rocky Mountain Advisers LLC | 308 | $30 | 03/31/2024 |
AGG | 308 | $30 | 03/31/2024 |
Atlas Capital Advisors LLC | 300 | $29 | 03/31/2024 |
AGG | 300 | $29 | 03/31/2024 |
Cetera Trust Company N.A | 285 | $28 | 12/31/2023 |
AGG | 285 | $28 | 12/31/2023 |
First Pacific Financial | 275 | $27 | 03/31/2024 |
AGG | 275 | $27 | 03/31/2024 |
Activest Wealth Management | 276 | $27 | 03/31/2024 |
AGG | 276 | $27 | 03/31/2024 |
Vima LLC | 268 | $27 | 12/31/2023 |
AGG | 268 | $27 | 12/31/2023 |
First Community Trust NA | 260 | $25 | 03/31/2024 |
AGG | 260 | $25 | 03/31/2024 |
Asset Dedication LLC | 257 | $25 | 03/31/2024 |
AGG | 257 | $25 | 03/31/2024 |
Elequin Capital LP | 252 | $25 | 12/31/2023 |
AGG | 252 | $25 | 12/31/2023 |
Bradley & Co. Private Wealth Management LLC | 254 | $25 | 12/31/2023 |
AGG | 254 | $25 | 12/31/2023 |
Planning Capital Management Corp | 243 | $24 | 03/31/2024 |
AGG | 243 | $24 | 03/31/2024 |
Ruedi Wealth Management Inc. | 239 | $24 | 12/31/2023 |
AGG | 239 | $24 | 12/31/2023 |
AllSquare Wealth Management LLC | 235 | $23 | 12/31/2023 |
AGG | 235 | $23 | 12/31/2023 |
Silicon Valley Capital Partners | 230 | $23 | 12/31/2023 |
AGG | 230 | $23 | 12/31/2023 |
SJS Investment Consulting Inc. | 211 | $21 | 03/31/2024 |
AGG | 211 | $21 | 03/31/2024 |
Tanglewood Legacy Advisors LLC | 218 | $21 | 03/31/2024 |
AGG | 218 | $21 | 03/31/2024 |
Founders Capital Management | 200 | $20 | 03/31/2024 |
AGG | 200 | $20 | 03/31/2024 |
Aspire Wealth Management Corp | 205 | $20 | 12/31/2023 |
AGG | 205 | $20 | 12/31/2023 |
Main Street Group LTD | 200 | $20 | 12/31/2023 |
AGG | 200 | $20 | 12/31/2023 |
Pin Oak Investment Advisors Inc. | 188 | $19 | 12/31/2023 |
AGG | 188 | $19 | 12/31/2023 |
Laurel Wealth Advisors LLC | 182 | $18 | 12/31/2023 |
AGG | 182 | $18 | 12/31/2023 |
Eukles Asset Management | 171 | $17 | 12/31/2023 |
AGG | 171 | $17 | 12/31/2023 |
Scarborough Advisors LLC | 172 | $17 | 12/31/2023 |
AGG | 172 | $17 | 12/31/2023 |
Valley National Advisers Inc. | 165 | $16 | 03/31/2024 |
AGG | 165 | $16 | 03/31/2024 |
Aspire Private Capital LLC | 160 | $16 | 03/31/2024 |
AGG | 160 | $16 | 03/31/2024 |
IAG Wealth Partners LLC | 163 | $16 | 03/31/2024 |
AGG | 163 | $16 | 03/31/2024 |
AlphaCore Capital LLC | 164 | $16 | 12/31/2023 |
AGG | 164 | $16 | 12/31/2023 |
Barrett & Company Inc. | 153 | $15 | 03/31/2024 |
AGG | 153 | $15 | 03/31/2024 |
Investors Research Corp | 150 | $15 | 12/31/2023 |
AGG | 150 | $15 | 12/31/2023 |
Vermillion & White Wealth Management Group LLC | 154 | $15 | 12/31/2023 |
AGG | 154 | $15 | 12/31/2023 |
Pineridge Advisors LLC | 151 | $15 | 12/31/2023 |
AGG | 151 | $15 | 12/31/2023 |
Lowe Wealth Advisors LLC | 142 | $14 | 03/31/2024 |
AGG | 142 | $14 | 03/31/2024 |
McIlrath & Eck LLC | 144 | $14 | 12/31/2023 |
AGG | 144 | $14 | 12/31/2023 |
Covestor Ltd | 140 | $14 | 12/31/2023 |
AGG | 140 | $14 | 12/31/2023 |
Trivant Custom Portfolio Group LLC | 134 | $13 | 03/31/2024 |
AGG | 134 | $13 | 03/31/2024 |
Mine & Arao Wealth Creation & Management LLC. | 127 | $13 | 12/31/2023 |
AGG | 127 | $13 | 12/31/2023 |
FSA Wealth Management LLC | 136 | $13 | 12/31/2023 |
AGG | 136 | $13 | 12/31/2023 |
Nemes Rush Group LLC | 127 | $13 | 12/31/2023 |
AGG | 127 | $13 | 12/31/2023 |
Pflug Koory LLC | 127 | $12 | 03/31/2024 |
AGG | 127 | $12 | 03/31/2024 |
TCTC Holdings LLC | 123 | $12 | 12/31/2023 |
AGG | 123 | $12 | 12/31/2023 |
Macroview Investment Management LLC | 121 | $12 | 12/31/2023 |
AGG | 121 | $12 | 12/31/2023 |
Glassman Wealth Services | 123 | $12 | 12/31/2023 |
AGG | 123 | $12 | 12/31/2023 |
HM Payson & Co. | 110 | $11 | 12/31/2023 |
AGG | 110 | $11 | 12/31/2023 |
Arvest Investments Inc. | 101 | $10 | 03/31/2024 |
AGG | 101 | $10 | 03/31/2024 |
First PREMIER Bank | 106 | $10 | 03/31/2024 |
AGG | 106 | $10 | 03/31/2024 |
Clarity Asset Management Inc. | 99 | $10 | 12/31/2023 |
AGG | 99 | $10 | 12/31/2023 |
State of Wyoming | 100 | $10 | 12/31/2023 |
AGG | 100 | $10 | 12/31/2023 |
Pittenger & Anderson Inc. | 92 | $9 | 12/31/2023 |
AGG | 92 | $9 | 12/31/2023 |
Chilton Capital Management LLC | 92 | $9 | 12/31/2023 |
AGG | 92 | $9 | 12/31/2023 |
Eagle Bay Advisors LLC | 91 | $9 | 12/31/2023 |
AGG | 91 | $9 | 12/31/2023 |
Investment Research & Advisory Group Inc. | 79 | $8 | 03/31/2024 |
AGG | 79 | $8 | 03/31/2024 |
ST Germain D J Co. Inc. | 72 | $7 | 03/31/2024 |
AGG | 72 | $7 | 03/31/2024 |
Oliver Lagore Vanvalin Investment Group | 71 | $7 | 12/31/2023 |
AGG | 71 | $7 | 12/31/2023 |
LGT Financial Advisors LLC | 67 | $7 | 12/31/2023 |
AGG | 67 | $7 | 12/31/2023 |
Optimum Investment Advisors | 60 | $6 | 03/31/2024 |
AGG | 60 | $6 | 03/31/2024 |
Versant Capital Management Inc | 59 | $6 | 03/31/2024 |
AGG | 59 | $6 | 03/31/2024 |
Townsend Asset Management Corp NC ADV | 63 | $6 | 12/31/2023 |
AGG | 63 | $6 | 12/31/2023 |
Cutler Group LP | $5 | 03/31/2024 | |
Call | 2,200 | $5 | 03/31/2024 |
Put | 100 | $0 | 03/31/2024 |
GoalVest Advisory LLC | 49 | $5 | 03/31/2024 |
AGG | 49 | $5 | 03/31/2024 |
Global Wealth Strategies & Associates | 56 | $5 | 03/31/2024 |
AGG | 56 | $5 | 03/31/2024 |
WFA Asset Management Corp | 48 | $5 | 03/31/2024 |
AGG | 48 | $5 | 03/31/2024 |
New England Asset Management Inc. | 50 | $5 | 12/31/2023 |
AGG | 50 | $5 | 12/31/2023 |
Coston McIsaac & Partners | 45 | $4 | 03/31/2024 |
AGG | 45 | $4 | 03/31/2024 |
USA Financial Portformulas Corp | 40 | $4 | 12/31/2023 |
AGG | 40 | $4 | 12/31/2023 |
Salomon & Ludwin LLC | 42 | $4 | 12/31/2023 |
AGG | 42 | $4 | 12/31/2023 |
EPG Wealth Management LLC | 38 | $4 | 12/31/2023 |
AGG | 38 | $4 | 12/31/2023 |
FWL Investment Management LLC | 42 | $4 | 12/31/2023 |
AGG | 42 | $4 | 12/31/2023 |
DiNuzzo Private Wealth Inc. | 37 | $4 | 12/31/2023 |
AGG | 37 | $4 | 12/31/2023 |
Solstein Capital LLC | 29 | $3 | 03/31/2024 |
AGG | 29 | $3 | 03/31/2024 |
Front Row Advisors LLC | 27 | $3 | 12/31/2023 |
AGG | 27 | $3 | 12/31/2023 |
Semmax Financial Advisors Inc. | 29 | $3 | 12/31/2023 |
AGG | 29 | $3 | 12/31/2023 |
DAGCO Inc. | 26 | $3 | 12/31/2023 |
AGG | 26 | $3 | 12/31/2023 |
Goodwin Investment Advisory | 28 | $3 | 12/31/2023 |
AGG | 28 | $3 | 12/31/2023 |
Dynamic Wealth Strategies LLC | 26 | $3 | 12/31/2023 |
AGG | 26 | $3 | 12/31/2023 |
GHP Investment Advisors Inc. | 25 | $2 | 03/31/2024 |
AGG | 25 | $2 | 03/31/2024 |
Jamison Private Wealth Management Inc. | 23 | $2 | 03/31/2024 |
AGG | 23 | $2 | 03/31/2024 |
Evermay Wealth Management LLC | 25 | $2 | 12/31/2023 |
AGG | 25 | $2 | 12/31/2023 |
First United Bank Trust | 20 | $2 | 12/31/2023 |
AGG | 20 | $2 | 12/31/2023 |
Ambassador Advisors LLC | 23 | $2 | 12/31/2023 |
AGG | 23 | $2 | 12/31/2023 |
Sugarloaf Wealth Management LLC | 12 | $1 | 03/31/2024 |
AGG | 12 | $1 | 03/31/2024 |
Prestige Wealth Management Group LLC | 14 | $1 | 03/31/2024 |
AGG | 14 | $1 | 03/31/2024 |
Atticus Wealth Management LLC | 7 | $1 | 03/31/2024 |
AGG | 7 | $1 | 03/31/2024 |
Tower Research Capital LLC TRC | 10 | $1 | 12/31/2023 |
AGG | 10 | $1 | 12/31/2023 |
First Command Advisory Services Inc. | 6 | $1 | 12/31/2023 |
AGG | 6 | $1 | 12/31/2023 |
Raleigh Capital Management Inc. | 7 | $1 | 12/31/2023 |
AGG | 7 | $1 | 12/31/2023 |
MGB Wealth Management LLC | 8 | $1 | 12/31/2023 |
AGG | 8 | $1 | 12/31/2023 |
American Capital Advisory LLC | 13 | $1 | 12/31/2023 |
AGG | 13 | $1 | 12/31/2023 |
Legacy Bridge LLC | 5 | $0 | 03/31/2024 |
AGG | 5 | $0 | 03/31/2024 |
Iron Horse Wealth Management LLC | 3 | $0 | 03/31/2024 |
AGG | 3 | $0 | 03/31/2024 |
VisionPoint Advisory Group LLC | 1 | $0 | 12/31/2023 |
AGG | 1 | $0 | 12/31/2023 |
Hoey Investments Inc. | 1 | $0 | 12/31/2023 |
AGG | 1 | $0 | 12/31/2023 |
Team Financial Group LLC | 2 | $0 | 12/31/2023 |
AGG | 2 | $0 | 12/31/2023 |
Dunhill Financial LLC | 2 | $0 | 12/31/2023 |
AGG | 2 | $0 | 12/31/2023 |
Abich Financial Wealth Management LLC | 0 | $0 | 12/31/2023 |
AGG | 0 | $0 | 12/31/2023 |
Susquehanna International Group LLP | $-2,650 | 12/31/2023 | |
Put | 112,400 | $11,156 | 12/31/2023 |
Call | 85,700 | $8,506 | 12/31/2023 |
Parallax Volatility Advisers L.P. | $-15,518 | 12/31/2023 | |
Put | 200,000 | $19,850 | 12/31/2023 |
AGG | 43,651 | $4,332 | 12/31/2023 |
Genus Capital Management Inc. | 216,590 | $-21,496,558 | 12/31/2023 |
Put | 216,590 | $21,496,558 | 12/31/2023 |
See Summary: Institutional Holders of AGG
See Details: Top 10 Hedge Funds Holding AGG
Also See: AGG Holdings Changes
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