HoldingsChannel.com
Funds Holding BIL

On this page, we present all of the funds holding BIL from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding BIL, with a link to that fund's top holdings. The next columns indicate the amount of BIL stock held by each of the funds holding BIL, followed by the BIL position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 939 funds holding BIL within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding BIL), click the fund name in the "Holder" column of the funds-holding-BIL table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE16,501,805$1,508,100 12/31/2023
     BIL16,501,805$1,508,100 12/31/2023
Morgan Stanley15,446,169$1,411,625 12/31/2023
     BIL15,446,169$1,411,625 12/31/2023
Envestnet Asset Management Inc.13,817,600$1,262,790 12/31/2023
     BIL13,817,600$1,262,790 12/31/2023
LPL Financial LLC9,232,372$843,746 12/31/2023
     BIL9,232,372$843,746 12/31/2023
Wells Fargo & Company MN7,157,207$654,097 12/31/2023
     BIL7,157,207$654,097 12/31/2023
UBS Group AG6,738,141$615,799 12/31/2023
     BIL6,738,141$615,799 12/31/2023
Captrust Financial Advisors6,473,064$591,573 12/31/2023
     BIL6,473,064$591,573 12/31/2023
Truist Financial Corp6,113,945$558,753 12/31/2023
     BIL6,113,945$558,753 12/31/2023
Advisor Group Holdings Inc.5,129,634$468,863 12/31/2023
     BIL5,129,634$468,863 12/31/2023
Royal Bank of Canada4,861,131$444,259 12/31/2023
     BIL4,861,131$444,259 12/31/2023
Norden Group LLC4,606,491$422,876 03/31/2024
     BIL4,606,491$422,876 03/31/2024
Capital Wealth Planning LLC4,572,118$417,846 12/31/2023
     BIL4,572,118$417,846 12/31/2023
Stifel Financial Corp4,388,543$401,069 12/31/2023
     BIL4,388,543$401,069 12/31/2023
Capital International Investors4,154,045$379,638 12/31/2023
     BIL4,154,045$379,638 12/31/2023
Ameriprise Financial Inc.3,247,620$296,217 12/31/2023
     BIL3,247,620$296,217 12/31/2023
Cetera Advisor Networks LLC2,288,638$209,159 12/31/2023
     BIL2,288,638$209,159 12/31/2023
Sei Investments Co.2,270,571$207,513 12/31/2023
     BIL2,270,571$207,513 12/31/2023
Beacon Capital Management Inc.2,222,691$203,198 03/31/2024
     BIL2,222,691$203,198 03/31/2024
Cetera Investment Advisers2,079,381$190,035 12/31/2023
     BIL2,079,381$190,035 12/31/2023
AE Wealth Management LLC2,067,189$189,665 12/31/2023
     BIL2,067,189$189,665 12/31/2023
CWM LLC1,889,274$173,435 03/31/2024
     BIL1,889,274$173,435 03/31/2024
Eagle Capital Management LLC NY1,843,323$168,461 12/31/2023
     BIL1,843,323$168,461 12/31/2023
Banco Bilbao Vizcaya Argentaria S.A.1,794,025$163,948 12/31/2023
     BIL1,794,025$163,948 12/31/2023
Oppenheimer Asset Management Inc.1,762,182$161,046 12/31/2023
     BIL1,762,182$161,046 12/31/2023
Howard Capital Management Inc.1,495,732$136,695 12/31/2023
     BIL1,495,732$136,695 12/31/2023
Foundations Investment Advisors LLC1,479,284$135,236 12/31/2023
     BIL1,479,284$135,236 12/31/2023
Northwestern Mutual Wealth Management Co.1,472,728$134,593 12/31/2023
     BIL1,472,728$134,593 12/31/2023
Raymond James Financial Services Advisors Inc.1,391,873$127,774 03/31/2024
     BIL1,391,873$127,774 03/31/2024
Capital Investment Advisory Services LLC1,385,003$126,575 12/31/2023
     BIL1,385,003$126,575 12/31/2023
Sandhill Capital Partners LLC1,372,439$125,427 12/31/2023
     BIL1,372,439$125,427 12/31/2023
Atria Wealth Solutions Inc.1,186,350$108,420 12/31/2023
     BIL1,186,350$108,420 12/31/2023
MBL Wealth LLC1,056,657$97,001 03/31/2024
     BIL1,056,657$97,001 03/31/2024
Raymond James & Associates1,048,329$96,237 03/31/2024
     BIL1,048,329$96,237 03/31/2024
Cambridge Investment Research Advisors Inc.1,044,267$95,436 12/31/2023
     BIL1,044,267$95,436 12/31/2023
Sollinda Capital Management LLC1,000,068$91,806 03/31/2024
     BIL1,000,068$91,806 03/31/2024
Fortis Group Advisors LLC959,274$88,081 12/31/2023
     BIL959,274$88,081 12/31/2023
CWA Asset Management Group LLC932,049$85,180 12/31/2023
     BIL932,049$85,180 12/31/2023
Envestnet Portfolio Solutions Inc.927,040$84,722 12/31/2023
     BIL927,040$84,722 12/31/2023
Ameritas Advisory Services LLC917,645$83,867 12/31/2023
     BIL917,645$83,867 12/31/2023
Creative Planning872,299$79,719 12/31/2023
     BIL872,299$79,719 12/31/2023
Renaissance Technologies LLC849,100$77,599 12/31/2023
     BIL849,100$77,599 12/31/2023
Benchmark Investment Advisors LLC832,553$76,087 12/31/2023
     BIL832,553$76,087 12/31/2023
BCJ Capital Management LLC832,193$76,054 12/31/2023
     BIL832,193$76,054 12/31/2023
Cypress Capital LLC809,249$73,957 12/31/2023
     BIL809,249$73,957 12/31/2023
Advisory Services Network LLC801,267$73,228 12/31/2023
     BIL801,267$73,228 12/31/2023
Ritholtz Wealth Management795,425$72,694 12/31/2023
     BIL795,425$72,694 12/31/2023
Dakota Wealth Management707,634$64,671 12/31/2023
     BIL707,634$64,671 12/31/2023
Second Half Financial Partners LLC695,415$63,554 12/31/2023
     BIL695,415$63,554 12/31/2023
Twelve Points Wealth Management LLC682,707$62,672 03/31/2024
     BIL682,707$62,672 03/31/2024
Private Advisor Group LLC681,699$62,300 12/31/2023
     BIL681,699$62,300 12/31/2023
Axxcess Wealth Management LLC672,725$61,480 12/31/2023
     BIL672,725$61,480 12/31/2023
Mercer Global Advisors Inc. ADV660,622$60,374 12/31/2023
     BIL660,622$60,374 12/31/2023
Goldman Sachs Group Inc.647,986$59,219 12/31/2023
     BIL647,986$59,219 12/31/2023
DiMeo Schneider & Associates L.L.C.645,059$58,952 12/31/2023
     BIL645,059$58,952 12/31/2023
Polen Capital Management LLC606,590$55,436 12/31/2023
     BIL606,590$55,436 12/31/2023
Atria Investments LLC598,120$54,662 12/31/2023
     BIL598,120$54,662 12/31/2023
Baird Financial Group Inc.591,995$54,102 12/31/2023
     BIL591,995$54,102 12/31/2023
Mariner LLC581,991$53,188 12/31/2023
     BIL581,991$53,188 12/31/2023
Westwood Holdings Group Inc.564,739$51,612 12/31/2023
     BIL564,739$51,612 12/31/2023
Eqis Capital Management Inc.560,603$51,233 12/31/2023
     BIL560,603$51,233 12/31/2023
Impact Partnership Wealth LLC560,072$51,185 12/31/2023
     BIL560,072$51,185 12/31/2023
Capital Asset Advisory Services LLC558,266$51,081 03/31/2024
     BIL558,266$51,081 03/31/2024
Commonwealth Equity Services LLC551,308$50,384 12/31/2023
     BIL551,308$50,384 12/31/2023
Centaurus Financial Inc.544,456$49,758 12/31/2023
     BIL544,456$49,758 12/31/2023
Equitable Holdings Inc.510,979$46,698 12/31/2023
     BIL510,979$46,698 12/31/2023
Brookstone Capital Management506,375$46,485 03/31/2024
     BIL506,375$46,485 03/31/2024
Global Retirement Partners LLC496,431$45,468 12/31/2023
     BIL496,431$45,468 12/31/2023
Banco Santander S.A.495,889$45,319 12/31/2023
     BIL495,889$45,319 12/31/2023
Cetera Advisors LLC494,770$45,217 12/31/2023
     BIL494,770$45,217 12/31/2023
Citigroup Inc.486,687$44,478 12/31/2023
     BIL486,687$44,478 12/31/2023
Hsbc Holdings PLC484,010$44,234 12/31/2023
     BIL484,010$44,234 12/31/2023
Orion Portfolio Solutions LLC473,316$43,299 12/31/2023
     BIL473,316$43,299 12/31/2023
EP Wealth Advisors LLC470,767$43,023 12/31/2023
     BIL470,767$43,023 12/31/2023
Moloney Securities Asset Management LLC470,340$42,984 12/31/2023
     BIL470,340$42,984 12/31/2023
Acorns Advisers LLC465,327$42,526 12/31/2023
     BIL465,327$42,526 12/31/2023
Sprott Inc.459,233$41,969 12/31/2023
     BIL459,233$41,969 12/31/2023
Synergy Financial Management LLC455,536$41,818 03/31/2024
     BIL455,536$41,818 03/31/2024
Tectonic Advisors LLC432,193$39,498 12/31/2023
     BIL432,193$39,498 12/31/2023
Abich Financial Wealth Management LLC424,258$38,773 12/31/2023
     BIL424,258$38,773 12/31/2023
Delta Investment Management LLC420,892$38,465 12/31/2023
     BIL420,892$38,465 12/31/2023
Bell Bank417,803$38,183 12/31/2023
     BIL417,803$38,183 12/31/2023
One Capital Management LLC397,075$36,289 12/31/2023
     BIL397,075$36,289 12/31/2023
Stonebridge Advisors LLC390,864$35,881 03/31/2024
     BIL390,864$35,881 03/31/2024
MML Investors Services LLC387,392$35,404 12/31/2023
     BIL387,392$35,404 12/31/2023
HighTower Advisors LLC386,250$35,271 12/31/2023
     BIL386,250$35,271 12/31/2023
Tranquilli Financial Advisor LLC384,761$35,163 12/31/2023
     BIL384,761$35,163 12/31/2023
Parkwood LLC379,000$34,637 12/31/2023
     BIL379,000$34,637 12/31/2023
Apriem Advisors371,238$33,927 12/31/2023
     BIL371,238$33,927 12/31/2023
Auour Investments LLC369,947$33,917 12/31/2023
     BIL369,947$33,917 12/31/2023
Sawtooth Solutions LLC369,763$33,793 12/31/2023
     BIL369,763$33,793 12/31/2023
Thrivent Financial for Lutherans368,410$33,669 12/31/2023
     BIL368,410$33,669 12/31/2023
12th Street Asset Management Company LLC359,288$32,835 12/31/2023
     BIL359,288$32,835 12/31/2023
Optiver Holding B.V. $32,701 12/31/2023
     Call2,200,900$155,403 12/31/2023
     Put1,666,300$122,702 12/31/2023
Bleakley Financial Group LLC357,803$32,700 12/31/2023
     BIL357,803$32,700 12/31/2023
Brasada Capital Management LP355,841$32,520 12/31/2023
     BIL355,841$32,520 12/31/2023
Assetmark Inc.349,277$31,920 12/31/2023
     BIL349,277$31,920 12/31/2023
Northstar Group Inc.346,349$31,795 03/31/2024
     BIL346,349$31,795 03/31/2024
Bridgewealth Advisory Group LLC344,761$31,649 03/31/2024
     BIL344,761$31,649 03/31/2024
Scharf Investments LLC343,686$31,550 03/31/2024
     BIL343,686$31,550 03/31/2024
GeoWealth Management LLC340,324$31,103 12/31/2023
     BIL340,324$31,103 12/31/2023
First Eagle Investment Management LLC312,842$28,572 12/31/2023
     BIL312,842$28,572 12/31/2023
JPMorgan Chase & Co.308,105$28,158 12/31/2023
     BIL308,105$28,158 12/31/2023
Mutual Advisors LLC306,418$28,004 12/31/2023
     BIL306,418$28,004 12/31/2023
RFG Advisory LLC300,988$27,631 03/31/2024
     BIL300,988$27,631 03/31/2024
Partners Capital Investment Group LLP296,739$27,119 12/31/2023
     BIL296,739$27,119 12/31/2023
Beacon Financial Group292,383$26,721 12/31/2023
     BIL292,383$26,721 12/31/2023
Avantax Advisory Services Inc.281,896$25,762 12/31/2023
     BIL281,896$25,762 12/31/2023
Zacks Investment Management277,471$25,358 12/31/2023
     BIL277,471$25,358 12/31/2023
Eagle Rock Investment Company LLC275,029$25,248 03/31/2024
     BIL275,029$25,248 03/31/2024
Trilogy Capital Inc.272,177$24,986 03/31/2024
     BIL272,177$24,986 03/31/2024
Managed Asset Portfolios LLC270,967$24,764 12/31/2023
     BIL270,967$24,764 12/31/2023
St. Louis Financial Planners Asset Management LLC267,046$24,419 03/31/2024
     BIL267,046$24,419 03/31/2024
Fort Point Capital Partners LLC264,118$24,138 12/31/2023
     BIL264,118$24,138 12/31/2023
Wealth Enhancement Advisory Services LLC257,630$23,650 03/31/2024
     BIL257,630$23,650 03/31/2024
Prudential Financial Inc.256,995$23,487 12/31/2023
     BIL256,995$23,487 12/31/2023
Full Sail Capital LLC256,404$23,433 12/31/2023
     BIL256,404$23,433 12/31/2023
Udine Wealth Management Inc.254,038$23,321 03/31/2024
     BIL254,038$23,321 03/31/2024
Miracle Mile Advisors LLC252,794$23,207 03/31/2024
     BIL252,794$23,207 03/31/2024
WBI Investments251,432$22,978 12/31/2023
     BIL251,432$22,978 12/31/2023
Hibernia Wealth Partners LLC249,964$22,844 12/31/2023
     BIL249,964$22,844 12/31/2023
Donoghue Forlines LLC243,246$22,230 12/31/2023
     BIL243,246$22,230 12/31/2023
Spinnaker Trust243,083$22,215 12/31/2023
     BIL243,083$22,215 12/31/2023
Winch Advisory Services LLC236,232$21,589 12/31/2023
     BIL236,232$21,589 12/31/2023
Commerce Bank235,273$21,502 12/31/2023
     BIL235,273$21,502 12/31/2023
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors235,001$21,477 12/31/2023
     BIL235,001$21,477 12/31/2023
Financial & Tax Architects LLC233,231$21,315 12/31/2023
     BIL233,231$21,315 12/31/2023
EverSource Wealth Advisors LLC229,478$20,972 12/31/2023
     BIL229,478$20,972 12/31/2023
McNamara Financial Services Inc.227,259$20,862 03/31/2024
     BIL227,259$20,862 03/31/2024
FLC Capital Advisors224,344$20,503 12/31/2023
     BIL224,344$20,503 12/31/2023
McGuire Investment Group LLC223,844$20,457 12/31/2023
     BIL223,844$20,457 12/31/2023
Cresset Asset Management LLC222,444$20,329 12/31/2023
     BIL222,444$20,329 12/31/2023
USA Financial Portformulas Corp221,190$20,215 12/31/2023
     BIL221,190$20,215 12/31/2023
Capital World Investors217,515$19,879 12/31/2023
     BIL217,515$19,879 12/31/2023
Kestra Advisory Services LLC216,741$19,808 12/31/2023
     BIL216,741$19,808 12/31/2023
IMA Wealth Inc.212,527$19,423 12/31/2023
     BIL212,527$19,423 12/31/2023
Napa Wealth Management207,878$18,998 12/31/2023
     BIL207,878$18,998 12/31/2023
Arete Wealth Advisors LLC205,540$18,784 12/31/2023
     BIL205,540$18,784 12/31/2023
St. James Investment Company LLC201,753$18,438 12/31/2023
     BIL201,753$18,438 12/31/2023
Belpointe Asset Management LLC201,128$18,381 12/31/2023
     BIL201,128$18,381 12/31/2023
BML Capital Management LLC200,000$18,278 12/31/2023
     BIL200,000$18,278 12/31/2023
Strategic Financial Concepts LLC198,867$18,256 03/31/2024
     BIL198,867$18,256 03/31/2024
Bank of New York Mellon Corp199,228$18,207 12/31/2023
     BIL199,228$18,207 12/31/2023
Bank of Montreal Can195,586$17,953 12/31/2023
     BIL195,586$17,953 12/31/2023
Frontier Asset Management LLC195,708$17,886 12/31/2023
     BIL195,708$17,886 12/31/2023
IMC Chicago LLC193,720$17,783 03/31/2024
     BIL193,720$17,783 03/31/2024
Aptus Capital Advisors LLC191,979$17,545 12/31/2023
     BIL191,979$17,545 12/31/2023
Millennium Management LLC191,485$17,500 12/31/2023
     BIL191,485$17,500 12/31/2023
Stableford Capital II LLC190,470$17,485 03/31/2024
     BIL190,470$17,485 03/31/2024
Randolph Co Inc189,146$17,286 12/31/2023
     BIL189,146$17,286 12/31/2023
Berkshire Money Management Inc.188,043$17,185 12/31/2023
     BIL188,043$17,185 12/31/2023
Deane Retirement Strategies Inc.185,947$17,069 03/31/2024
     BIL185,947$17,069 03/31/2024
Rockefeller Capital Management L.P.185,914$16,991 12/31/2023
     BIL185,914$16,991 12/31/2023
Standard Life Aberdeen plc185,471$16,950 12/31/2023
     BIL185,471$16,950 12/31/2023
Wilbanks Smith & Thomas Asset Management LLC184,916$16,899 12/31/2023
     BIL184,916$16,899 12/31/2023
Strategic Advisors LLC179,789$16,505 03/31/2024
     BIL179,789$16,505 03/31/2024
GTS Securities LLC178,698$16,331 12/31/2023
     BIL178,698$16,331 12/31/2023
Private Wealth Group LLC176,125$16,096 12/31/2023
     BIL176,125$16,096 12/31/2023
New York Life Investment Management LLC175,023$15,995 12/31/2023
     BIL175,023$15,995 12/31/2023
Ndwm LLC174,191$15,991 03/31/2024
     BIL174,191$15,991 03/31/2024
Exchange Traded Concepts LLC172,653$15,850 03/31/2024
     BIL172,653$15,850 03/31/2024
G&S Capital LLC169,129$15,526 03/31/2024
     BIL169,129$15,526 03/31/2024
Ashton Thomas Private Wealth LLC168,868$15,502 03/31/2024
     BIL168,868$15,502 03/31/2024
Caitlin John LLC165,981$15,169 12/31/2023
     BIL165,981$15,169 12/31/2023
Jacobi Capital Management LLC165,470$15,122 12/31/2023
     BIL165,470$15,122 12/31/2023
AGF Management Ltd.164,063$14,994 12/31/2023
     BIL164,063$14,994 12/31/2023
Moulton Wealth Management Inc.163,024$14,966 03/31/2024
     BIL163,024$14,966 03/31/2024
Allworth Financial LP162,165$14,820 12/31/2023
     BIL162,165$14,820 12/31/2023
Cornerstone Investment Partners LLC161,719$14,779 12/31/2023
     BIL161,719$14,779 12/31/2023
Wealthfront Advisers LLC158,244$14,527 03/31/2024
     BIL158,244$14,527 03/31/2024
Altfest L J & Co. Inc.156,818$14,396 03/31/2024
     BIL156,818$14,396 03/31/2024
Milestone Asset Management LLC157,527$14,396 12/31/2023
     BIL157,527$14,396 12/31/2023
Titan Capital Management LLC CA157,364$14,381 12/31/2023
     BIL157,364$14,381 12/31/2023
Comerica Bank153,183$13,999 12/31/2023
     BIL153,183$13,999 12/31/2023
Strategic Investment Advisors MI150,374$13,743 12/31/2023
     BIL150,374$13,743 12/31/2023
Beacon Pointe Advisors LLC149,139$13,630 12/31/2023
     BIL149,139$13,630 12/31/2023
Altiora Financial Group LLC147,102$13,504 03/31/2024
     BIL147,102$13,504 03/31/2024
Steward Partners Investment Advisory LLC147,346$13,466 12/31/2023
     BIL147,346$13,466 12/31/2023
Luken Investment Analytics LLC145,589$13,305 12/31/2023
     BIL145,589$13,305 12/31/2023
DBK Financial Counsel LLC143,360$13,160 03/31/2024
     BIL143,360$13,160 03/31/2024
Telemus Capital LLC143,621$13,126 12/31/2023
     BIL143,621$13,126 12/31/2023
Vigilare Wealth Management142,775$13,048 12/31/2023
     BIL142,775$13,048 12/31/2023
Park Edge Advisors LLC140,576$12,905 03/31/2024
     BIL140,576$12,905 03/31/2024
Ausdal Financial Partners Inc.139,388$12,796 03/31/2024
     BIL139,388$12,796 03/31/2024
Continuum Wealth Advisors LLC137,771$12,591 12/31/2023
     BIL137,771$12,591 12/31/2023
Titleist Asset Management LLC137,424$12,559 12/31/2023
     BIL137,424$12,559 12/31/2023
Syntegra Private Wealth Group LLC137,203$12,539 12/31/2023
     BIL137,203$12,539 12/31/2023
Astor Investment Management LLC136,896$12,511 12/31/2023
     BIL136,896$12,511 12/31/2023
Fortis Capital Advisors LLC134,671$12,308 12/31/2023
     BIL134,671$12,308 12/31/2023
FSC Wealth Advisors LLC130,864$12,013 03/31/2024
     BIL130,864$12,013 03/31/2024
Focused Wealth Management Inc130,193$11,898 12/31/2023
     BIL130,193$11,898 12/31/2023
Creekmur Asset Management LLC129,975$11,878 12/31/2023
     BIL129,975$11,878 12/31/2023
Wealthcare Advisory Partners LLC128,613$11,807 03/31/2024
     BIL128,613$11,807 03/31/2024
Sykon Capital LLC128,561$11,749 12/31/2023
     BIL128,561$11,749 12/31/2023
Shufro Rose & Co. LLC127,495$11,707 12/31/2023
     BIL127,495$11,707 12/31/2023
L.M. Kohn & Company127,834$11,683 12/31/2023
     BIL127,834$11,683 12/31/2023
Clarity Financial LLC126,938$11,653 03/31/2024
     BIL126,938$11,653 03/31/2024
Yakira Capital Management Inc.127,339$11,638 12/31/2023
     BIL127,339$11,638 12/31/2023
Hilton Capital Management LLC127,261$11,630 12/31/2023
     BIL127,261$11,630 12/31/2023
TMD Wealth Management LLC125,939$11,510 12/31/2023
     BIL125,939$11,510 12/31/2023
Integrated Wealth Concepts LLC120,780$11,038 12/31/2023
     BIL120,780$11,038 12/31/2023
Integrated Advisors Network LLC120,669$11,028 12/31/2023
     BIL120,669$11,028 12/31/2023
Private Portfolio Partners LLC120,586$11,020 12/31/2023
     BIL120,586$11,020 12/31/2023
CPR Investments Inc.118,703$10,897 03/31/2024
     BIL118,703$10,897 03/31/2024
Vontobel Holding Ltd.118,362$10,817 12/31/2023
     BIL118,362$10,817 12/31/2023
Janney Montgomery Scott LLC118,173$10,800 12/31/2023
     BIL118,173$10,800 12/31/2023
Austin Wealth Management LLC116,423$10,668 12/31/2023
     BIL116,423$10,668 12/31/2023
Lakewood Asset Management LLC114,178$10,482 03/31/2024
     BIL114,178$10,482 03/31/2024
Cerity Partners LLC114,473$10,462 12/31/2023
     BIL114,473$10,462 12/31/2023
Strategic Blueprint LLC114,112$10,429 12/31/2023
     BIL114,112$10,429 12/31/2023
Good Life Advisors LLC113,195$10,345 12/31/2023
     BIL113,195$10,345 12/31/2023
Morgan Dempsey Capital Management LLC112,981$10,325 12/31/2023
     BIL112,981$10,325 12/31/2023
Running Point Capital Advisors LLC112,943$10,322 12/31/2023
     BIL112,943$10,322 12/31/2023
Treasure Coast Financial Planning111,975$10,233 12/31/2023
     BIL111,975$10,233 12/31/2023
Founders Financial Securities LLC110,057$10,103 03/31/2024
     BIL110,057$10,103 03/31/2024
Rosenberg Matthew Hamilton110,184$10,073 03/31/2024
     BIL110,184$10,073 03/31/2024
Sterling Investment Management Inc.109,481$10,050 03/31/2024
     BIL109,481$10,050 03/31/2024
National Asset Management Inc.109,846$10,039 12/31/2023
     BIL109,846$10,039 12/31/2023
Verdence Capital Advisors LLC109,514$10,008 12/31/2023
     BIL109,514$10,008 12/31/2023
Global Assets Advisory LLC108,516$9,962 03/31/2024
     BIL108,516$9,962 03/31/2024
Oppenheimer & Co. Inc.108,721$9,936 12/31/2023
     BIL108,721$9,936 12/31/2023
Concord Wealth Partners107,549$9,829 12/31/2023
     BIL107,549$9,829 12/31/2023
TKG Advisors LLC107,235$9,800 12/31/2023
     BIL107,235$9,800 12/31/2023
Kingsview Wealth Management LLC107,221$9,799 12/31/2023
     BIL107,221$9,799 12/31/2023
Clear Creek Financial Management LLC106,677$9,749 12/31/2023
     BIL106,677$9,749 12/31/2023
Jefferies Financial Group Inc.105,755$9,665 12/31/2023
     BIL105,755$9,665 12/31/2023
Oliver Lagore Vanvalin Investment Group105,421$9,634 12/31/2023
     BIL105,421$9,634 12/31/2023
Coombe Bender & Co LLC104,987$9,595 12/31/2023
     BIL104,987$9,595 12/31/2023
The PNC Financial Services Group Inc.104,583$9,558 12/31/2023
     BIL104,583$9,558 12/31/2023
National Bank of Canada FI104,491$9,548 12/31/2023
     BIL104,491$9,548 12/31/2023
Richard W. Paul & Associates LLC104,392$9,540 12/31/2023
     BIL104,392$9,540 12/31/2023
Anthracite Investment Company Inc.103,066$9,419 12/31/2023
     BIL103,066$9,419 12/31/2023
Geneos Wealth Management Inc.102,613$9,378 12/31/2023
     BIL102,613$9,378 12/31/2023
Teamwork Financial Advisors LLC100,896$9,262 03/31/2024
     BIL100,896$9,262 03/31/2024
WealthTrust Asset Management LLC101,097$9,239 12/31/2023
     BIL101,097$9,239 12/31/2023
Great Valley Advisor Group Inc.101,032$9,234 12/31/2023
     BIL101,032$9,234 12/31/2023
Lumbard & Kellner LLC100,486$9,183 12/31/2023
     BIL100,486$9,183 12/31/2023
MN Wealth Advisors LLC99,517$9,095 12/31/2023
     BIL99,517$9,095 12/31/2023
Lowery Thomas LLC99,355$9,080 12/31/2023
     BIL99,355$9,080 12/31/2023
Main Management ETF Advisors LLC99,175$9,064 12/31/2023
     BIL99,175$9,064 12/31/2023
CX Institutional98,387$9,023 03/31/2024
     BIL98,387$9,023 03/31/2024
We Are One Seven LLC98,271$8,981 12/31/2023
     BIL98,271$8,981 12/31/2023
NorthCrest Asset Manangement LLC97,213$8,924 03/31/2024
     BIL97,213$8,924 03/31/2024
Coppell Advisory Solutions LLC97,643$8,924 12/31/2023
     BIL97,643$8,924 12/31/2023
IHT Wealth Management LLC96,386$8,809 12/31/2023
     BIL96,386$8,809 12/31/2023
BEAM Asset Management LLC95,336$8,713 12/31/2023
     BIL95,336$8,713 12/31/2023
Roundview Capital LLC95,287$8,708 12/31/2023
     BIL95,287$8,708 12/31/2023
Stokes Family Office LLC94,740$8,658 12/31/2023
     BIL94,740$8,658 12/31/2023
Hilltop Holdings Inc.93,730$8,566 12/31/2023
     BIL93,730$8,566 12/31/2023
Lifestyle Asset Management Inc.91,158$8,368 03/31/2024
     BIL91,158$8,368 03/31/2024
CoreCap Advisors LLC90,666$8,286 12/31/2023
     BIL90,666$8,286 12/31/2023
Inspire Advisors LLC90,605$8,280 12/31/2023
     BIL90,605$8,280 12/31/2023
Townsquare Capital LLC90,542$8,275 12/31/2023
     BIL90,542$8,275 12/31/2023
Smart Money Group LLC88,548$8,092 12/31/2023
     BIL88,548$8,092 12/31/2023
PSI Advisors LLC88,328$8,072 12/31/2023
     BIL88,328$8,072 12/31/2023
IFP Advisors Inc88,015$8,044 12/31/2023
     BIL88,015$8,044 12/31/2023
CI Private Wealth LLC87,773$8,022 12/31/2023
     BIL87,773$8,022 12/31/2023
Tempus Wealth Planning LLC87,366$8,020 03/31/2024
     BIL87,366$8,020 03/31/2024
Eudaimonia Partners LLC86,689$7,923 12/31/2023
     BIL86,689$7,923 12/31/2023
Ieq Capital LLC86,467$7,902 12/31/2023
     BIL86,467$7,902 12/31/2023
Iams Wealth Management LLC85,320$7,828 03/31/2024
     BIL85,320$7,828 03/31/2024
Worth Asset Management LLC84,944$7,798 03/31/2024
     BIL84,944$7,798 03/31/2024
Vivid Wealth Management LLC84,800$7,785 03/31/2024
     BIL84,800$7,785 03/31/2024
Capital Advisors Ltd. LLC83,974$7,709 03/31/2024
     BIL83,974$7,709 03/31/2024
Stratos Wealth Partners LTD.83,804$7,693 03/31/2024
     BIL83,804$7,693 03/31/2024
Darwin Advisors LLC82,586$7,548 12/31/2023
     BIL82,586$7,548 12/31/2023
Graves Light Private Wealth Management Inc.81,656$7,463 12/31/2023
     BIL81,656$7,463 12/31/2023
Client First Capital LLC80,860$7,423 03/31/2024
     BIL80,860$7,423 03/31/2024
Constant Guidance Financial LLC78,923$7,213 12/31/2023
     BIL78,923$7,213 12/31/2023
GWM Advisors LLC78,751$7,204 12/31/2023
     BIL78,751$7,204 12/31/2023
Jane Street Group LLC78,789$7,201 12/31/2023
     BIL78,789$7,201 12/31/2023
GM Advisory Group Inc.78,131$7,140 12/31/2023
     BIL78,131$7,140 12/31/2023
JT Stratford LLC78,068$7,135 12/31/2023
     BIL78,068$7,135 12/31/2023
Jordan Park Group LLC77,361$7,070 12/31/2023
     BIL77,361$7,070 12/31/2023
Wedbush Securities Inc.77,179$7,053 12/31/2023
     BIL77,179$7,053 12/31/2023
US Financial Advisors LLC77,168$7,052 12/31/2023
     BIL77,168$7,052 12/31/2023
Petredis Investment Advisors LLC76,815$7,020 12/31/2023
     BIL76,815$7,020 12/31/2023
Lakeview Capital Partners LLC76,158$6,960 12/31/2023
     BIL76,158$6,960 12/31/2023
BNP Paribas Arbitrage SA75,549$6,904 12/31/2023
     BIL75,549$6,904 12/31/2023
J.Safra Asset Management Corp74,888$6,844 12/31/2023
     BIL74,888$6,844 12/31/2023
CapWealth Advisors LLC74,618$6,819 12/31/2023
     BIL74,618$6,819 12/31/2023
Night Owl Capital Management LLC74,502$6,809 12/31/2023
     BIL74,502$6,809 12/31/2023
Carlton Hofferkamp & Jenks Wealth Management LLC74,206$6,804 12/31/2023
     BIL74,206$6,804 12/31/2023
Scotia Capital Inc.74,061$6,768 12/31/2023
     BIL74,061$6,768 12/31/2023
Sargent Investment Group LLC74,019$6,765 12/31/2023
     BIL74,019$6,765 12/31/2023
GFI Investment Counsel Ltd.73,548$6,722 12/31/2023
     BIL73,548$6,722 12/31/2023
Retireful LLC73,513$6,718 12/31/2023
     BIL73,513$6,718 12/31/2023
Insight 2811 Inc.73,362$6,705 12/31/2023
     BIL73,362$6,705 12/31/2023
Prescott Group Capital Management L.L.C.72,762$6,650 12/31/2023
     BIL72,762$6,650 12/31/2023
Archford Capital Strategies LLC72,761$6,650 12/31/2023
     BIL72,761$6,650 12/31/2023
Virtue Capital Management LLC72,200$6,604 12/31/2023
     BIL72,200$6,604 12/31/2023
First International Bank & Trust71,795$6,591 03/31/2024
     BIL71,795$6,591 03/31/2024
Goldstream Capital Management Ltd71,700$6,553 12/31/2023
     BIL71,700$6,553 12/31/2023
Hedeker Wealth LLC71,355$6,550 03/31/2024
     BIL71,355$6,550 03/31/2024
DAVENPORT & Co LLC71,219$6,509 12/31/2023
     BIL71,219$6,509 12/31/2023
Cambridge Trust Co.71,192$6,506 12/31/2023
     BIL71,192$6,506 12/31/2023
Sontag Advisory LLC70,307$6,425 12/31/2023
     BIL70,307$6,425 12/31/2023
Stadion Money Management LLC70,061$6,403 12/31/2023
     BIL70,061$6,403 12/31/2023
Dynamic Advisor Solutions LLC67,774$6,222 03/31/2024
     BIL67,774$6,222 03/31/2024
PFG Investments LLC67,408$6,188 03/31/2024
     BIL67,408$6,188 03/31/2024
Empowered Funds LLC67,185$6,140 12/31/2023
     BIL67,185$6,140 12/31/2023
Guidance Capital Inc.66,785$6,118 03/31/2024
     BIL66,785$6,118 03/31/2024
Waterloo Capital L.P.66,794$6,104 12/31/2023
     BIL66,794$6,104 12/31/2023
SILVER OAK SECURITIES Inc66,423$6,070 12/31/2023
     BIL66,423$6,070 12/31/2023
West Financial Advisors LLC66,023$6,061 03/31/2024
     BIL66,023$6,061 03/31/2024
Connectus Wealth LLC64,971$5,938 12/31/2023
     BIL64,971$5,938 12/31/2023
MCF Advisors LLC64,185$5,892 03/31/2024
     BIL64,185$5,892 03/31/2024
Aspire Private Capital LLC63,349$5,815 03/31/2024
     BIL63,349$5,815 03/31/2024
First Wilshire Securities Management Inc.63,528$5,806 12/31/2023
     BIL63,528$5,806 12/31/2023
Leading Edge Financial Planning LLC62,857$5,744 12/31/2023
     BIL62,857$5,744 12/31/2023
Private Management Group Inc.62,834$5,742 12/31/2023
     BIL62,834$5,742 12/31/2023
Keating Investment Counselors Inc.62,130$5,678 12/31/2023
     BIL62,130$5,678 12/31/2023
Park Avenue Securities LLC61,332$5,630 03/31/2024
     BIL61,332$5,630 03/31/2024
Private Advisory Group LLC61,503$5,621 12/31/2023
     BIL61,503$5,621 12/31/2023
Sage Mountain Advisors LLC61,283$5,601 12/31/2023
     BIL61,283$5,601 12/31/2023
AlphaQ Advisors LLC60,907$5,566 12/31/2023
     BIL60,907$5,566 12/31/2023
Legacy Capital Group California Inc.60,833$5,560 12/31/2023
     BIL60,833$5,560 12/31/2023
United Capital Financial Advisers LLC60,337$5,514 12/31/2023
     BIL60,337$5,514 12/31/2023
Willow Creek Wealth Management Inc.60,137$5,496 12/31/2023
     BIL60,137$5,496 12/31/2023
Tompkins Financial Corp59,766$5,487 03/31/2024
     BIL59,766$5,487 03/31/2024
PVG Asset Management Corp59,597$5,447 12/31/2023
     BIL59,597$5,447 12/31/2023
Paulson Wealth Management Inc.59,404$5,429 12/31/2023
     BIL59,404$5,429 12/31/2023
Triumph Capital Management59,386$5,427 12/31/2023
     BIL59,386$5,427 12/31/2023
Intrepid Financial Planning Group LLC59,150$5,406 12/31/2023
     BIL59,150$5,406 12/31/2023
M.D. Sass Inc.58,592$5,355 12/31/2023
     BIL58,592$5,355 12/31/2023
AA Financial Advisors LLC57,423$5,248 12/31/2023
     BIL57,423$5,248 12/31/2023
BlackRock Inc.57,000$5,209 12/31/2023
     BIL57,000$5,209 12/31/2023
Fifth Third Securities Inc.56,725$5,207 03/31/2024
     BIL56,725$5,207 03/31/2024
Channel Wealth LLC56,569$5,193 03/31/2024
     BIL56,569$5,193 03/31/2024
3EDGE Asset Management LP56,507$5,164 12/31/2023
     BIL56,507$5,164 12/31/2023
VitalStone Financial LLC55,261$5,050 12/31/2023
     BIL55,261$5,050 12/31/2023
Saxon Interests Inc.54,964$5,046 03/31/2024
     BIL54,964$5,046 03/31/2024
Credit Suisse AG54,650$4,994 12/31/2023
     BIL54,650$4,994 12/31/2023
J.W. Cole Advisors Inc.54,603$4,990 12/31/2023
     BIL54,603$4,990 12/31/2023
Vishria Bird Financial Group LLC54,086$4,965 03/31/2024
     BIL54,086$4,965 03/31/2024
Palouse Capital Management Inc.54,115$4,946 12/31/2023
     BIL54,115$4,946 12/31/2023
Kohmann Bosshard Financial Services LLC53,589$4,919 03/31/2024
     BIL53,589$4,919 03/31/2024
RiverTree Advisors LLC53,554$4,916 03/31/2024
     BIL53,554$4,916 03/31/2024
Horizon Investments LLC54,023$4,916 12/31/2023
     BIL54,023$4,916 12/31/2023
Perennial Investment Advisors LLC52,709$4,817 12/31/2023
     BIL52,709$4,817 12/31/2023
Flow Traders U.S. LLC51,625$4,718 12/31/2023
     BIL51,625$4,718 12/31/2023
IPG Investment Advisors LLC51,027$4,663 12/31/2023
     BIL51,027$4,663 12/31/2023
Waycross Investment Management Co50,584$4,644 03/31/2024
     BIL50,584$4,644 03/31/2024
Coldstream Capital Management Inc.50,589$4,623 12/31/2023
     BIL50,589$4,623 12/31/2023
Lido Advisors LLC50,395$4,606 12/31/2023
     BIL50,395$4,606 12/31/2023
Advisors Preferred LLC49,680$4,541 12/31/2023
     BIL49,680$4,541 12/31/2023
MONECO Advisors LLC49,636$4,536 12/31/2023
     BIL49,636$4,536 12/31/2023
Donald L. Hagan LLC49,348$4,530 03/31/2024
     BIL49,348$4,530 03/31/2024
Pathstone Holdings LLC49,444$4,519 12/31/2023
     BIL49,444$4,519 12/31/2023
Apollon Wealth Management LLC49,215$4,498 12/31/2023
     BIL49,215$4,498 12/31/2023
Capital Research Global Investors49,019$4,480 12/31/2023
     BIL49,019$4,480 12/31/2023
GenTrust LLC48,242$4,429 03/31/2024
     BIL48,242$4,429 03/31/2024
Founders Financial Alliance LLC48,161$4,401 12/31/2023
     BIL48,161$4,401 12/31/2023
Stephens Inc. AR47,620$4,352 12/31/2023
     BIL47,620$4,352 12/31/2023
Lionsbridge Wealth Management LLC47,467$4,338 12/31/2023
     BIL47,467$4,338 12/31/2023
Clio Asset Management LLC47,327$4,325 12/31/2023
     BIL47,327$4,325 12/31/2023
Smith Moore & CO.47,289$4,322 12/31/2023
     BIL47,289$4,322 12/31/2023
Financial Advocates Investment Management47,040$4,301 12/31/2023
     BIL47,040$4,301 12/31/2023
Visionary Wealth Advisors46,848$4,281 12/31/2023
     BIL46,848$4,281 12/31/2023
Sovereign Investment Advisors LLC45,561$4,164 12/31/2023
     BIL45,561$4,164 12/31/2023
Benjamin F. Edwards & Company Inc.45,278$4,138 12/31/2023
     BIL45,278$4,138 12/31/2023
Accordant Advisory Group Inc44,958$4,127 03/31/2024
     BIL44,958$4,127 03/31/2024
Flagship Harbor Advisors LLC44,863$4,118 03/31/2024
     BIL44,863$4,118 03/31/2024
Woodley Farra Manion Portfolio Management Inc.44,647$4,080 12/31/2023
     BIL44,647$4,080 12/31/2023
Sicart Associates LLC44,419$4,059 12/31/2023
     BIL44,419$4,059 12/31/2023
Cabot Wealth Management Inc.44,321$4,050 12/31/2023
     BIL44,321$4,050 12/31/2023
SP Asset Management LLC43,849$4,007 12/31/2023
     BIL43,849$4,007 12/31/2023
Long Run Wealth Advisors LLC43,350$3,962 12/31/2023
     BIL43,350$3,962 12/31/2023
Elm Partners Management LLC43,221$3,950 12/31/2023
     BIL43,221$3,950 12/31/2023
Unison Advisors LLC42,953$3,943 03/31/2024
     BIL42,953$3,943 03/31/2024
Howard Financial Services LTD.42,626$3,913 03/31/2024
     BIL42,626$3,913 03/31/2024
Pacitti Group Inc.41,677$3,809 12/31/2023
     BIL41,677$3,809 12/31/2023
Harbor Investment Advisory LLC41,177$3,780 03/31/2024
     BIL41,177$3,780 03/31/2024
PFW Advisors LLC40,894$3,754 03/31/2024
     BIL40,894$3,754 03/31/2024
Eagle Global Advisors LLC41,025$3,749 12/31/2023
     BIL41,025$3,749 12/31/2023
Capital Wealth Alliance LLC40,977$3,745 12/31/2023
     BIL40,977$3,745 12/31/2023
Pennsylvania Capital Management Inc. ADV40,824$3,731 12/31/2023
     BIL40,824$3,731 12/31/2023
Proficio Capital Partners LLC40,385$3,691 12/31/2023
     BIL40,385$3,691 12/31/2023
Legacy Capital Wealth Partners LLC40,248$3,678 12/31/2023
     BIL40,248$3,678 12/31/2023
Spire Wealth Management39,948$3,662 12/31/2023
     BIL39,948$3,662 12/31/2023
Private Client Services LLC40,041$3,659 12/31/2023
     BIL40,041$3,659 12/31/2023
LifePro Asset Management39,892$3,646 12/31/2023
     BIL39,892$3,646 12/31/2023
Vista Investment Management39,647$3,623 12/31/2023
     BIL39,647$3,623 12/31/2023
Camden Capital LLC39,258$3,588 12/31/2023
     BIL39,258$3,588 12/31/2023
Shepherd Financial Partners LLC38,851$3,551 12/31/2023
     BIL38,851$3,551 12/31/2023
Prime Capital Investment Advisors LLC38,643$3,532 12/31/2023
     BIL38,643$3,532 12/31/2023
International Assets Investment Management LLC38,576$3,527 03/31/2024
     BIL38,576$3,527 03/31/2024
Vicus Capital37,970$3,486 03/31/2024
     BIL37,970$3,486 03/31/2024
Zega Financial LLC38,078$3,480 12/31/2023
     BIL38,078$3,480 12/31/2023
Prelude Capital Management LLC37,700$3,445 12/31/2023
     BIL37,700$3,445 12/31/2023
TD Waterhouse Canada Inc.37,339$3,425 12/31/2023
     BIL37,339$3,425 12/31/2023
VisionPoint Advisory Group LLC37,145$3,395 12/31/2023
     BIL37,145$3,395 12/31/2023
Blueprint Investment Partners LLC37,117$3,392 12/31/2023
     BIL37,117$3,392 12/31/2023
Meridian Wealth Management LLC37,040$3,385 12/31/2023
     BIL37,040$3,385 12/31/2023
Elmwood Wealth Management Inc.36,325$3,320 12/31/2023
     BIL36,325$3,320 12/31/2023
Oversea Chinese Banking CORP Ltd36,089$3,298 12/31/2023
     BIL36,089$3,298 12/31/2023
Prairie Sky Financial Group LLC35,915$3,297 03/31/2024
     BIL35,915$3,297 03/31/2024
Professional Financial Advisors LLC36,031$3,293 12/31/2023
     BIL36,031$3,293 12/31/2023
Peak Asset Management LLC35,800$3,272 12/31/2023
     BIL35,800$3,272 12/31/2023
Tactive Advisors LLC35,691$3,262 12/31/2023
     BIL35,691$3,262 12/31/2023
Colony Group LLC35,104$3,208 12/31/2023
     BIL35,104$3,208 12/31/2023
Salomon & Ludwin LLC34,552$3,199 12/31/2023
     BIL34,552$3,199 12/31/2023
Baker Tilly Financial LLC34,738$3,175 12/31/2023
     BIL34,738$3,175 12/31/2023
Focus Financial Network Inc. ADV34,576$3,160 12/31/2023
     BIL34,576$3,160 12/31/2023
Core Wealth Partners LLC34,294$3,148 03/31/2024
     BIL34,294$3,148 03/31/2024
Ceera Investments LLC33,867$3,095 12/31/2023
     BIL33,867$3,095 12/31/2023
Wheelhouse Advisory Group LLC33,659$3,076 12/31/2023
     BIL33,659$3,076 12/31/2023
Curi Capital33,519$3,063 12/31/2023
     BIL33,519$3,063 12/31/2023
Revisor Wealth Management LLC33,514$3,063 12/31/2023
     BIL33,514$3,063 12/31/2023
Lunt Capital Management Inc.33,318$3,045 12/31/2023
     BIL33,318$3,045 12/31/2023
Marshfield Associates32,158$2,939 12/31/2023
     BIL32,158$2,939 12/31/2023
Adviser Investments LLC32,150$2,938 12/31/2023
     BIL32,150$2,938 12/31/2023
ADAR1 Capital Management LLC32,000$2,924 12/31/2023
     BIL32,000$2,924 12/31/2023
Concurrent Investment Advisors LLC31,889$2,914 12/31/2023
     BIL31,889$2,914 12/31/2023
Cantor Fitzgerald L. P.31,779$2,904 12/31/2023
     BIL31,779$2,904 12/31/2023
SSI Investment Management LLC31,249$2,856 12/31/2023
     BIL31,249$2,856 12/31/2023
Tidemark LLC31,226$2,854 12/31/2023
     BIL31,226$2,854 12/31/2023
Kestra Private Wealth Services LLC31,006$2,834 12/31/2023
     BIL31,006$2,834 12/31/2023
Lake Hills Wealth Management LLC30,734$2,821 03/31/2024
     BIL30,734$2,821 03/31/2024
Green Square Capital Advisors LLC30,837$2,818 12/31/2023
     BIL30,837$2,818 12/31/2023
Portfolio Design Labs LLC30,758$2,811 12/31/2023
     BIL30,758$2,811 12/31/2023
First Heartland Consultants Inc.30,486$2,786 12/31/2023
     BIL30,486$2,786 12/31/2023
Private Trust Co. NA30,375$2,776 12/31/2023
     BIL30,375$2,776 12/31/2023
Valmark Advisers Inc.30,321$2,771 12/31/2023
     BIL30,321$2,771 12/31/2023
Charles Schwab Investment Management Inc.29,787$2,722 12/31/2023
     BIL29,787$2,722 12/31/2023
WT Wealth Management29,483$2,694 12/31/2023
     BIL29,483$2,694 12/31/2023
Ameliora Wealth Management Ltd.29,500$2,690 03/31/2024
     BIL29,500$2,690 03/31/2024
Gotham Asset Management LLC28,752$2,628 12/31/2023
     BIL28,752$2,628 12/31/2023
Biltmore Wealth Management LLC28,640$2,617 12/31/2023
     BIL28,640$2,617 12/31/2023
Sowell Financial Services LLC28,636$2,617 12/31/2023
     BIL28,636$2,617 12/31/2023
Kopion Asset Management LLC28,571$2,611 12/31/2023
     BIL28,571$2,611 12/31/2023
Savior LLC28,559$2,610 12/31/2023
     BIL28,559$2,610 12/31/2023
Raub Brock Capital Management LP28,306$2,598 03/31/2024
     BIL28,306$2,598 03/31/2024
Venturi Wealth Management LLC27,772$2,538 12/31/2023
     BIL27,772$2,538 12/31/2023
Coyle Financial Counsel LLC27,589$2,521 12/31/2023
     BIL27,589$2,521 12/31/2023
RDA Financial Network27,427$2,518 03/31/2024
     BIL27,427$2,518 03/31/2024
Advisor OS LLC27,411$2,505 12/31/2023
     BIL27,411$2,505 12/31/2023
Krilogy Financial LLC27,072$2,474 12/31/2023
     BIL27,072$2,474 12/31/2023
Farther Finance Advisors LLC26,993$2,467 12/31/2023
     BIL26,993$2,467 12/31/2023
Cyndeo Wealth Partners LLC26,656$2,447 03/31/2024
     BIL26,656$2,447 03/31/2024
First Trust Advisors LP26,482$2,420 12/31/2023
     BIL26,482$2,420 12/31/2023
Andina Capital Management LLC26,307$2,415 03/31/2024
     BIL26,307$2,415 03/31/2024
Two Sigma Securities LLC26,205$2,395 12/31/2023
     BIL26,205$2,395 12/31/2023
Benedict Financial Advisors Inc.25,800$2,358 12/31/2023
     BIL25,800$2,358 12/31/2023
Stephens Consulting LLC25,567$2,347 03/31/2024
     BIL25,567$2,347 03/31/2024
Proequities Inc.25,611$2,341 12/31/2023
     BIL25,611$2,341 12/31/2023
J. W. Coons Advisors LLC25,451$2,326 12/31/2023
     BIL25,451$2,326 12/31/2023
PFG Advisors25,315$2,314 12/31/2023
     BIL25,315$2,314 12/31/2023
Ethos Financial Group LLC25,219$2,305 12/31/2023
     BIL25,219$2,305 12/31/2023
Eldridge Investment Advisors Inc.25,013$2,286 12/31/2023
     BIL25,013$2,286 12/31/2023
Rational Advisors LLC25,000$2,285 12/31/2023
     BIL25,000$2,285 12/31/2023
Catalyst Capital Advisors LLC25,000$2,285 12/31/2023
     BIL25,000$2,285 12/31/2023
Main Management LLC24,852$2,271 12/31/2023
     BIL24,852$2,271 12/31/2023
Western Wealth Management LLC24,595$2,248 12/31/2023
     BIL24,595$2,248 12/31/2023
Financial Advisory Corp UT ADV24,342$2,235 03/31/2024
     BIL24,342$2,235 03/31/2024
Beacon Wealthcare LLC24,326$2,233 03/31/2024
     BIL24,326$2,233 03/31/2024
Fairbanks Capital Management Inc.24,400$2,230 12/31/2023
     BIL24,400$2,230 12/31/2023
Client First Investment Management LLC24,082$2,211 03/31/2024
     BIL24,082$2,211 03/31/2024
Sfmg LLC24,008$2,194 12/31/2023
     BIL24,008$2,194 12/31/2023
Patten Group Inc.23,777$2,183 03/31/2024
     BIL23,777$2,183 03/31/2024
Values First Advisors Inc.23,795$2,175 12/31/2023
     BIL23,795$2,175 12/31/2023
Transcendent Capital Group LLC23,682$2,164 03/31/2024
     BIL23,682$2,164 03/31/2024
Crescent Grove Advisors LLC23,471$2,145 12/31/2023
     BIL23,471$2,145 12/31/2023
NewEdge Wealth LLC23,213$2,121 12/31/2023
     BIL23,213$2,121 12/31/2023
IFG Advisory LLC23,194$2,120 12/31/2023
     BIL23,194$2,120 12/31/2023
Meitav Dash Investments Ltd.23,221$2,117 12/31/2023
     BIL23,221$2,117 12/31/2023
Continuum Advisory LLC22,915$2,094 12/31/2023
     BIL22,915$2,094 12/31/2023
Shore Point Advisors LLC22,844$2,088 12/31/2023
     BIL22,844$2,088 12/31/2023
Heritage Wealth Partners LLC22,458$2,052 12/31/2023
     BIL22,458$2,052 12/31/2023
Elevated Capital Advisors LLC21,854$2,006 03/31/2024
     BIL21,854$2,006 03/31/2024
Csenge Advisory Group21,914$2,003 12/31/2023
     BIL21,914$2,003 12/31/2023
Berkshire Bank21,910$2,002 12/31/2023
     BIL21,910$2,002 12/31/2023
Quarry LP21,850$1,997 12/31/2023
     BIL21,850$1,997 12/31/2023
Covestor Ltd21,789$1,991 12/31/2023
     BIL21,789$1,991 12/31/2023
AlphaCore Capital LLC21,772$1,990 12/31/2023
     BIL21,772$1,990 12/31/2023
Ehrlich Financial Group21,646$1,987 03/31/2024
     BIL21,646$1,987 03/31/2024
Synovus Financial Corp21,619$1,977 12/31/2023
     BIL21,619$1,977 12/31/2023
ORG Partners LLC21,324$1,949 12/31/2023
     BIL21,324$1,949 12/31/2023
Kingswood Wealth Advisors LLC21,078$1,935 03/31/2024
     BIL21,078$1,935 03/31/2024
Hengehold Capital Management LLC20,867$1,916 03/31/2024
     BIL20,867$1,916 03/31/2024
RMB Capital Management LLC20,601$1,883 12/31/2023
     BIL20,601$1,883 12/31/2023
Perigon Wealth Management LLC20,341$1,859 12/31/2023
     BIL20,341$1,859 12/31/2023
Kraft Davis & Associates LLC19,201$1,762 12/31/2023
     BIL19,201$1,762 12/31/2023
Dfpg Investments LLC19,157$1,752 12/31/2023
     BIL19,157$1,752 12/31/2023
Arkfeld Wealth Strategies L.L.C.18,837$1,724 03/31/2024
     BIL18,837$1,724 03/31/2024
Simplify Asset Management Inc.18,835$1,721 12/31/2023
     BIL18,835$1,721 12/31/2023
Chicago Partners Investment Group LLC18,492$1,696 12/31/2023
     BIL18,492$1,696 12/31/2023
Souders Financial Advisors18,464$1,687 12/31/2023
     BIL18,464$1,687 12/31/2023
STA Wealth Management LLC18,189$1,662 12/31/2023
     BIL18,189$1,662 12/31/2023
Humankind Investments LLC18,000$1,645 12/31/2023
     BIL18,000$1,645 12/31/2023
Choate Investment Advisors17,681$1,616 12/31/2023
     BIL17,681$1,616 12/31/2023
Annandale Capital LLC17,500$1,599 12/31/2023
     BIL17,500$1,599 12/31/2023
Prospera Financial Services Inc17,477$1,597 12/31/2023
     BIL17,477$1,597 12/31/2023
Absolute Capital Management LLC17,475$1,597 12/31/2023
     BIL17,475$1,597 12/31/2023
Newbridge Financial Services Group Inc.17,325$1,583 12/31/2023
     BIL17,325$1,583 12/31/2023
Trinity Wealth Management LLC17,078$1,568 03/31/2024
     BIL17,078$1,568 03/31/2024
Fulcrum Equity Management17,088$1,562 12/31/2023
     BIL17,088$1,562 12/31/2023
Buckingham Strategic Wealth LLC17,019$1,555 12/31/2023
     BIL17,019$1,555 12/31/2023
Vickerman Investment Advisors Inc.16,933$1,548 12/31/2023
     BIL16,933$1,548 12/31/2023
Money Concepts Capital Corp16,805$1,536 12/31/2023
     BIL16,805$1,536 12/31/2023
Modern Wealth Management LLC16,574$1,515 12/31/2023
     BIL16,574$1,515 12/31/2023
Advisor Resource Council16,462$1,504 03/31/2024
     BIL16,462$1,504 03/31/2024
Boston Standard Wealth Management LLC16,166$1,484 03/31/2024
     BIL16,166$1,484 03/31/2024
Van Hulzen Asset Management LLC16,039$1,466 12/31/2023
     BIL16,039$1,466 12/31/2023
Aveo Capital Partners LLC15,973$1,460 12/31/2023
     BIL15,973$1,460 12/31/2023
HCR Wealth Advisors15,930$1,456 12/31/2023
     BIL15,930$1,456 12/31/2023
Alamar Capital Management LLC15,806$1,445 12/31/2023
     BIL15,806$1,445 12/31/2023
Cape Investment Advisory Inc.15,714$1,436 12/31/2023
     BIL15,714$1,436 12/31/2023
Beech Hill Advisors Inc.15,356$1,410 03/31/2024
     BIL15,356$1,410 03/31/2024
Signature Securities Group Corporation15,282$1,403 03/31/2024
     BIL15,282$1,403 03/31/2024
Guardian Capital Advisors LP15,065$1,378 12/31/2023
     BIL15,065$1,378 12/31/2023
Family Management Corp15,042$1,375 12/31/2023
     BIL15,042$1,375 12/31/2023
Principal Securities Inc.15,031$1,374 12/31/2023
     BIL15,031$1,374 12/31/2023
AXS Investments LLC15,000$1,371 12/31/2023
     BIL15,000$1,371 12/31/2023
Summit Financial LLC14,777$1,350 12/31/2023
     BIL14,777$1,350 12/31/2023
Malaga Cove Capital LLC14,361$1,312 12/31/2023
     BIL14,361$1,312 12/31/2023
Guild Investment Management Inc.14,190$1,297 12/31/2023
     BIL14,190$1,297 12/31/2023
Imprint Wealth LLC14,016$1,282 12/31/2023
     BIL14,016$1,282 12/31/2023
SlateStone Wealth LLC14,000$1,279 12/31/2023
     BIL14,000$1,279 12/31/2023
Priebe Wealth Holdings LLC13,795$1,266 03/31/2024
     BIL13,795$1,266 03/31/2024
ST Germain D J Co. Inc.13,580$1,247 03/31/2024
     BIL13,580$1,247 03/31/2024
True Wealth Design LLC13,629$1,246 12/31/2023
     BIL13,629$1,246 12/31/2023
Betterment LLC13,557$1,239 12/31/2023
     BIL13,557$1,239 12/31/2023
Smithfield Trust Co.13,501$1,235 12/31/2023
     BIL13,501$1,235 12/31/2023
OneAscent Financial Services LLC13,213$1,213 03/31/2024
     BIL13,213$1,213 03/31/2024
Arlington Trust Co LLC13,202$1,212 03/31/2024
     BIL13,202$1,212 03/31/2024
Tevis Investment Management13,087$1,201 03/31/2024
     BIL13,087$1,201 03/31/2024
Raymond James Trust N.A.13,094$1,197 12/31/2023
     BIL13,094$1,197 12/31/2023
Headinvest LLC13,100$1,197 12/31/2023
     BIL13,100$1,197 12/31/2023
Boston Private Wealth LLC13,040$1,192 12/31/2023
     BIL13,040$1,192 12/31/2023
Keybank National Association OH12,944$1,183 12/31/2023
     BIL12,944$1,183 12/31/2023
Merit Financial Group LLC12,931$1,182 12/31/2023
     BIL12,931$1,182 12/31/2023
Tennessee Valley Asset Management Partners12,933$1,182 12/31/2023
     BIL12,933$1,182 12/31/2023
Financial Management Professionals Inc.12,828$1,178 03/31/2024
     BIL12,828$1,178 03/31/2024
MBA Advisors LLC12,894$1,178 12/31/2023
     BIL12,894$1,178 12/31/2023
Maltin Wealth Management Inc.12,758$1,171 03/31/2024
     BIL12,758$1,171 03/31/2024
Snowden Capital Advisors LLC12,598$1,151 12/31/2023
     BIL12,598$1,151 12/31/2023
Stratos Wealth Advisors LLC12,518$1,149 03/31/2024
     BIL12,518$1,149 03/31/2024
Pioneer Wealth Management Group12,512$1,149 03/31/2024
     BIL12,512$1,149 03/31/2024
Stonebridge Financial Planning Group LLC12,535$1,146 12/31/2023
     BIL12,535$1,146 12/31/2023
WESCAP Management Group Inc.12,400$1,133 12/31/2023
     BIL12,400$1,133 12/31/2023
Bailard Inc.12,204$1,115 12/31/2023
     BIL12,204$1,115 12/31/2023
Napatree Capital LLC12,179$1,113 12/31/2023
     BIL12,179$1,113 12/31/2023
Quadcap Wealth Management LLC12,152$1,111 12/31/2023
     BIL12,152$1,111 12/31/2023
First Citizens Financial Corp12,136$1,109 12/31/2023
     BIL12,136$1,109 12/31/2023
Tillman Hartley LLC12,090$1,105 12/31/2023
     BIL12,090$1,105 12/31/2023
Kickstand Ventures LLC.11,900$1,088 12/31/2023
     BIL11,900$1,088 12/31/2023
Woodard & Co. Asset Management Group Inc. ADV11,791$1,078 12/31/2023
     BIL11,791$1,078 12/31/2023
Sigma Planning Corp11,725$1,072 12/31/2023
     BIL11,725$1,072 12/31/2023
Raleigh Capital Management Inc.11,725$1,072 12/31/2023
     BIL11,725$1,072 12/31/2023
McElhenny Sheffield Capital Management LLC11,660$1,070 03/31/2024
     BIL11,660$1,070 03/31/2024
Welch Group LLC11,523$1,058 03/31/2024
     BIL11,523$1,058 03/31/2024
Seed Wealth Management Inc.11,565$1,057 03/31/2024
     BIL11,565$1,057 03/31/2024
Toroso Investments LLC11,543$1,055 12/31/2023
     BIL11,543$1,055 12/31/2023
Castleview Partners LLC11,532$1,054 12/31/2023
     BIL11,532$1,054 12/31/2023
Premier Path Wealth Partners LLC11,521$1,053 12/31/2023
     BIL11,521$1,053 12/31/2023
Atomi Financial Group Inc.11,466$1,048 12/31/2023
     BIL11,466$1,048 12/31/2023
Retirement Capital Strategies11,455$1,047 12/31/2023
     BIL11,455$1,047 12/31/2023
Pathway Financial Advisors LLC11,317$1,039 03/31/2024
     BIL11,317$1,039 03/31/2024
TCP Asset Management LLC11,246$1,032 03/31/2024
     BIL11,246$1,032 03/31/2024
Cary Street Partners Investment Advisory LLC11,229$1,026 12/31/2023
     BIL11,229$1,026 12/31/2023
Crestwood Advisors Group LLC11,207$1,024 12/31/2023
     BIL11,207$1,024 12/31/2023
Sentinel Pension Advisors Inc.11,177$1,021 12/31/2023
     BIL11,177$1,021 12/31/2023
Marion Wealth Management10,990$1,009 03/31/2024
     BIL10,990$1,009 03/31/2024
FDx Advisors Inc.10,967$1,002 12/31/2023
     BIL10,967$1,002 12/31/2023
Arlington Partners LLC10,904$1,001 03/31/2024
     BIL10,904$1,001 03/31/2024
SageView Advisory Group LLC10,909$1,001 12/31/2023
     BIL10,909$1,001 12/31/2023
FWL Investment Management LLC10,911$997 12/31/2023
     BIL10,911$997 12/31/2023
Fernwood Investment Management LLC10,822$989 12/31/2023
     BIL10,822$989 12/31/2023
Colonial River Wealth Management LLC10,678$976 12/31/2023
     BIL10,678$976 12/31/2023
Encompass More Asset Management10,654$974 12/31/2023
     BIL10,654$974 12/31/2023
Ascent Group LLC10,458$957 12/31/2023
     BIL10,458$957 12/31/2023
Sheaff Brock Investment Advisors LLC10,443$954 12/31/2023
     BIL10,443$954 12/31/2023
Benjamin Edwards Inc.10,425$953 12/31/2023
     BIL10,425$953 12/31/2023
Level Four Advisory Services LLC10,395$950 12/31/2023
     BIL10,395$950 12/31/2023
PYA Waltman Capital LLC10,182$931 12/31/2023
     BIL10,182$931 12/31/2023
Financial Engines Advisors L.L.C.10,099$923 12/31/2023
     BIL10,099$923 12/31/2023
Walkner Condon Financial Advisors LLC10,098$923 12/31/2023
     BIL10,098$923 12/31/2023
Precision Wealth Strategies LLC10,028$916 12/31/2023
     BIL10,028$916 12/31/2023
Fairfax Financial Holdings Ltd Can10,000$914 12/31/2023
     BIL10,000$914 12/31/2023
SkyView Investment Advisors LLC10,000$914 12/31/2023
     BIL10,000$914 12/31/2023
Authentikos Wealth Advisory LLC9,995$913 12/31/2023
     BIL9,995$913 12/31/2023
Sound Financial Strategies Group LLC9,890$904 12/31/2023
     BIL9,890$904 12/31/2023
Advisory Alpha LLC9,857$901 12/31/2023
     BIL9,857$901 12/31/2023
Acuitas Investments LLC9,732$889 12/31/2023
     BIL9,732$889 12/31/2023
Leuthold Group LLC9,720$888 12/31/2023
     BIL9,720$888 12/31/2023
WESPAC Advisors LLC9,707$887 12/31/2023
     BIL9,707$887 12/31/2023
Vienna Asset Management LLC9,696$886 12/31/2023
     BIL9,696$886 12/31/2023
Eagle Ridge Investment Management9,640$885 03/31/2024
     BIL9,640$885 03/31/2024
Centennial Wealth Advisory LLC9,614$883 03/31/2024
     BIL9,614$883 03/31/2024
Deutsche Bank AG9,602$878 12/31/2023
     BIL9,602$878 12/31/2023
One One Wealth Management LLC9,542$876 03/31/2024
     BIL9,542$876 03/31/2024
Accretive Wealth Partners LLC9,542$872 12/31/2023
     BIL9,542$872 12/31/2023
US Bancorp DE9,512$869 12/31/2023
     BIL9,512$869 12/31/2023
Sandy Spring Bank9,473$866 12/31/2023
     BIL9,473$866 12/31/2023
Lincoln Capital Corp9,358$859 03/31/2024
     BIL9,358$859 03/31/2024
Pictet Asset Management Holding SA9,212$842 12/31/2023
     BIL9,212$842 12/31/2023
DB Wealth Management Group LLC9,141$835 12/31/2023
     BIL9,141$835 12/31/2023
JNBA Financial Advisors9,131$834 12/31/2023
     BIL9,131$834 12/31/2023
King Luther Capital Management Corp9,075$829 12/31/2023
     BIL9,075$829 12/31/2023
Alesco Advisors LLC9,039$826 12/31/2023
     BIL9,039$826 12/31/2023
Institutional & Family Asset Management LLC8,974$820 12/31/2023
     BIL8,974$820 12/31/2023
Exencial Wealth Advisors LLC8,908$814 12/31/2023
     BIL8,908$814 12/31/2023
Tlwm8,840$812 03/31/2024
     BIL8,840$812 03/31/2024
Pecaut & CO.8,880$812 12/31/2023
     BIL8,880$812 12/31/2023
GYL Financial Synergies LLC8,889$812 12/31/2023
     BIL8,889$812 12/31/2023
Asset Dedication LLC8,746$804 03/31/2024
     BIL8,746$804 03/31/2024
Bay Colony Advisory Group Inc d b a Bay Colony Advisors8,802$804 12/31/2023
     BIL8,802$804 12/31/2023
Boston Financial Mangement LLC8,775$802 12/31/2023
     BIL8,775$802 12/31/2023
Brown Wealth Management LLC8,742$799 12/31/2023
     BIL8,742$799 12/31/2023
Pine Valley Investments Ltd Liability Co8,700$795 12/31/2023
     BIL8,700$795 12/31/2023
Miller Investment Management LP8,679$793 12/31/2023
     BIL8,679$793 12/31/2023
Acorn Creek Capital LLC8,589$785 12/31/2023
     BIL8,589$785 12/31/2023
Pure Financial Advisors Inc.8,535$784 03/31/2024
     BIL8,535$784 03/31/2024
Massmutual Trust Co. FSB ADV8,512$781 03/31/2024
     BIL8,512$781 03/31/2024
Nvwm LLC8,534$780 12/31/2023
     BIL8,534$780 12/31/2023
HFG Advisors Inc.8,464$777 03/31/2024
     BIL8,464$777 03/31/2024
Harbour Investments Inc.8,450$772 12/31/2023
     BIL8,450$772 12/31/2023
Ascent Wealth Partners LLC8,450$772 12/31/2023
     BIL8,450$772 12/31/2023
Operose Advisors LLC8,443$772 12/31/2023
     BIL8,443$772 12/31/2023
Trexquant Investment LP8,378$766 12/31/2023
     BIL8,378$766 12/31/2023
Putnam FL Investment Management Co.8,354$763 12/31/2023
     BIL8,354$763 12/31/2023
Donaldson Capital Management LLC8,300$762 03/31/2024
     BIL8,300$762 03/31/2024
Change Path LLC8,088$739 12/31/2023
     BIL8,088$739 12/31/2023
Formidable Asset Management LLC8,024$733 12/31/2023
     BIL8,024$733 12/31/2023
Delos Wealth Advisors LLC7,860$718 12/31/2023
     BIL7,860$718 12/31/2023
Kowal Investment Group LLC7,768$713 03/31/2024
     BIL7,768$713 03/31/2024
Wiley BROS. Aintree Capital LLC7,727$709 03/31/2024
     BIL7,727$709 03/31/2024
Northern Oak Wealth Management Inc.7,611$696 12/31/2023
     BIL7,611$696 12/31/2023
River Wealth Advisors LLC7,595$694 12/31/2023
     BIL7,595$694 12/31/2023
NavPoint Financial Inc.7,460$682 12/31/2023
     BIL7,460$682 12/31/2023
Mosley Wealth Management7,414$681 03/31/2024
     BIL7,414$681 03/31/2024
Maia Wealth LLC7,411$677 12/31/2023
     BIL7,411$677 12/31/2023
Capital CS Group LLC7,280$668 03/31/2024
     BIL7,280$668 03/31/2024
Intellectus Partners LLC7,303$667 12/31/2023
     BIL7,303$667 12/31/2023
Signal Advisors Wealth LLC7,242$665 03/31/2024
     BIL7,242$665 03/31/2024
Vertex Planning Partners LLC7,270$664 12/31/2023
     BIL7,270$664 12/31/2023
Friedenthal Financial7,258$663 12/31/2023
     BIL7,258$663 12/31/2023
Fortune Financial Advisors LLC7,250$663 12/31/2023
     BIL7,250$663 12/31/2023
Weaver Consulting Group7,027$645 03/31/2024
     BIL7,027$645 03/31/2024
First Ascent Asset Management LLC7,062$645 12/31/2023
     BIL7,062$645 12/31/2023
Austin Private Wealth LLC6,973$638 03/31/2024
     BIL6,973$638 03/31/2024
Brown Brothers Harriman & Co.6,873$628 12/31/2023
     BIL6,873$628 12/31/2023
Essex Financial Services Inc.6,849$626 12/31/2023
     BIL6,849$626 12/31/2023
Crew Capital Management Ltd.6,810$622 12/31/2023
     BIL6,810$622 12/31/2023
Greenspring Advisors LLC6,803$622 12/31/2023
     BIL6,803$622 12/31/2023
SkyOak Wealth LLC6,730$615 12/31/2023
     BIL6,730$615 12/31/2023
HBW Advisory Services LLC6,684$611 03/31/2024
     BIL6,684$611 03/31/2024
Columbia Advisory Partners LLC6,546$601 03/31/2024
     BIL6,546$601 03/31/2024
Wellington Shields Capital Management LLC6,577$601 12/31/2023
     BIL6,577$601 12/31/2023
Astoria Portfolio Advisors LLC.6,534$599 03/31/2024
     BIL6,534$599 03/31/2024
Outlook Wealth Advisors LLC6,513$598 03/31/2024
     BIL6,513$598 03/31/2024
Coastal Investment Advisors Inc.6,510$598 03/31/2024
     BIL6,510$598 03/31/2024
Aurora Investment Managers LLC.6,421$589 03/31/2024
     BIL6,421$589 03/31/2024
United Asset Strategies Inc.6,434$588 12/31/2023
     BIL6,434$588 12/31/2023
Eagle Strategies LLC6,391$584 12/31/2023
     BIL6,391$584 12/31/2023
Aurum Wealth Management Group LLC6,353$583 03/31/2024
     BIL6,353$583 03/31/2024
Breed s Hill Capital LLC6,363$582 12/31/2023
     BIL6,363$582 12/31/2023
Red Door Wealth Management LLC6,268$575 03/31/2024
     BIL6,268$575 03/31/2024
Stonebrook Private Inc.6,126$560 12/31/2023
     BIL6,126$560 12/31/2023
Wealthsource Partners LLC6,021$550 12/31/2023
     BIL6,021$550 12/31/2023
GPS Wealth Strategies Group LLC6,005$549 12/31/2023
     BIL6,005$549 12/31/2023
Sloy Dahl & Holst LLC5,965$548 03/31/2024
     BIL5,965$548 03/31/2024
FinTrust Capital Advisors LLC6,001$548 12/31/2023
     BIL6,001$548 12/31/2023
Hummer Financial Advisory Services Inc5,810$533 03/31/2024
     BIL5,810$533 03/31/2024
Hamilton Capital LLC5,771$527 12/31/2023
     BIL5,771$527 12/31/2023
Provence Wealth Management Group5,740$525 12/31/2023
     BIL5,740$525 12/31/2023
Tower Wealth Partners Inc.5,695$523 03/31/2024
     BIL5,695$523 03/31/2024
RWM Asset Management LLC5,639$518 03/31/2024
     BIL5,639$518 03/31/2024
Jaffetilchin Investment Partners LLC5,643$516 12/31/2023
     BIL5,643$516 12/31/2023
Balboa Wealth Partners5,591$511 12/31/2023
     BIL5,591$511 12/31/2023
Narus Financial Partners LLC5,550$509 03/31/2024
     BIL5,550$509 03/31/2024
Parallel Advisors LLC5,558$508 12/31/2023
     BIL5,558$508 12/31/2023
Joel Isaacson & Co. LLC5,509$503 12/31/2023
     BIL5,509$503 12/31/2023
Carr Financial Group Corp5,477$501 12/31/2023
     BIL5,477$501 12/31/2023
Schusterman Interests LLC5,460$499 12/31/2023
     BIL5,460$499 12/31/2023
Able Wealth Management LLC5,457$499 12/31/2023
     BIL5,457$499 12/31/2023
Transatlantique Private Wealth LLC5,443$497 12/31/2023
     BIL5,443$497 12/31/2023
Blue Square Asset Management LLC5,357$490 12/31/2023
     BIL5,357$490 12/31/2023
M&T Bank Corp5,346$489 12/31/2023
     BIL5,346$489 12/31/2023
Fundamentun LLC5,279$485 03/31/2024
     BIL5,279$485 03/31/2024
Castle Rock Wealth Management LLC5,284$483 12/31/2023
     BIL5,284$483 12/31/2023
IronBridge Private Wealth LLC5,284$483 12/31/2023
     BIL5,284$483 12/31/2023
Prosperity Wealth Management Inc.5,285$483 12/31/2023
     BIL5,285$483 12/31/2023
Frazier Financial Advisors LLC5,264$481 12/31/2023
     BIL5,264$481 12/31/2023
OneAscent Wealth Management LLC5,221$479 03/31/2024
     BIL5,221$479 03/31/2024
Evergreen Capital Management LLC5,231$478 12/31/2023
     BIL5,231$478 12/31/2023
SRS Capital Advisors Inc.5,233$478 12/31/2023
     BIL5,233$478 12/31/2023
Regal Investment Advisors LLC5,218$477 12/31/2023
     BIL5,218$477 12/31/2023
Second Line Capital LLC5,116$468 12/31/2023
     BIL5,116$468 12/31/2023
Webster Bank N. A.5,054$464 03/31/2024
     BIL5,054$464 03/31/2024
Bricktown Capital LLC5,000$457 12/31/2023
     BIL5,000$457 12/31/2023
Transcend Wealth Collective LLC4,972$454 12/31/2023
     BIL4,972$454 12/31/2023
Lwmg LLC4,948$452 12/31/2023
     BIL4,948$452 12/31/2023
Endowment Wealth Management Inc.4,939$451 12/31/2023
     BIL4,939$451 12/31/2023
Thompson Siegel & Walmsley LLC4,909$449 12/31/2023
     BIL4,909$449 12/31/2023
Wealthcare Capital Management LLC4,875$447 03/31/2024
     BIL4,875$447 03/31/2024
Karpus Management Inc.4,875$446 12/31/2023
     BIL4,875$446 12/31/2023
Gradient Investments LLC4,815$440 12/31/2023
     BIL4,815$440 12/31/2023
ML & R Wealth Management LLC4,801$439 12/31/2023
     BIL4,801$439 12/31/2023
Clarus Group Inc.4,736$435 03/31/2024
     BIL4,736$435 03/31/2024
Beacon Financial Advisory LLC4,744$434 12/31/2023
     BIL4,744$434 12/31/2023
Accurate Wealth Management LLC4,736$434 12/31/2023
     BIL4,736$434 12/31/2023
Larson Financial Group LLC4,723$432 12/31/2023
     BIL4,723$432 12/31/2023
Capital Performance Advisors LLP4,600$420 12/31/2023
     BIL4,600$420 12/31/2023
Blair William & Co. IL4,589$419 12/31/2023
     BIL4,589$419 12/31/2023
Salvus Wealth Management LLC4,551$418 03/31/2024
     BIL4,551$418 03/31/2024
Principle Wealth Partners LLC4,550$416 12/31/2023
     BIL4,550$416 12/31/2023
Thrive Wealth Management LLC4,474$411 03/31/2024
     BIL4,474$411 03/31/2024
Wintrust Investments LLC4,498$411 12/31/2023
     BIL4,498$411 12/31/2023
Dividend Assets Capital LLC4,496$411 12/31/2023
     BIL4,496$411 12/31/2023
Confluence Wealth Services Inc.4,469$410 03/31/2024
     BIL4,469$410 03/31/2024
Arkadios Wealth Advisors4,476$409 12/31/2023
     BIL4,476$409 12/31/2023
Maripau Wealth Management LLC4,445$406 12/31/2023
     BIL4,445$406 12/31/2023
BayBridge Capital Group LLC4,400$403 12/31/2023
     BIL4,400$403 12/31/2023
Pinnacle Family Advisors LLC4,400$402 12/31/2023
     BIL4,400$402 12/31/2023
Argent Trust Co4,392$401 12/31/2023
     BIL4,392$401 12/31/2023
Janney Capital Management LLC4,381$400 12/31/2023
     BIL4,381$400 12/31/2023
Sunbelt Securities Inc.4,344$399 03/31/2024
     BIL4,344$399 03/31/2024
Madison Asset Management LLC4,371$399 12/31/2023
     BIL4,371$399 12/31/2023
Warren Averett Asset Management LLC4,242$388 12/31/2023
     BIL4,242$388 12/31/2023
InterOcean Capital Group LLC4,248$388 12/31/2023
     BIL4,248$388 12/31/2023
Ronald Blue Trust Inc.4,225$388 12/31/2023
     BIL4,225$388 12/31/2023
Lifeworks Advisors LLC4,220$386 12/31/2023
     BIL4,220$386 12/31/2023
Hirtle Callaghan & Co LLC4,208$385 12/31/2023
     BIL4,208$385 12/31/2023
Oxinas Partners Wealth Management LLC4,176$383 03/31/2024
     BIL4,176$383 03/31/2024
Financial Architects LLC4,195$383 12/31/2023
     BIL4,195$383 12/31/2023
Cedar Brook Financial Partners LLC4,152$381 03/31/2024
     BIL4,152$381 03/31/2024
Portside Wealth Group LLC4,099$376 03/31/2024
     BIL4,099$376 03/31/2024
Plante Moran Financial Advisors LLC4,106$375 12/31/2023
     BIL4,106$375 12/31/2023
Parkside Financial Bank & Trust4,100$375 12/31/2023
     BIL4,100$375 12/31/2023
Cahill Financial Advisors Inc.4,102$375 12/31/2023
     BIL4,102$375 12/31/2023
Steel Peak Wealth Management LLC4,069$374 03/31/2024
     BIL4,069$374 03/31/2024
The Manufacturers Life Insurance Company 4,083$373 12/31/2023
     BIL4,083$373 12/31/2023
Nwam LLC4,085$373 12/31/2023
     BIL4,085$373 12/31/2023
SFG Wealth Management LLC.4,044$370 12/31/2023
     BIL4,044$370 12/31/2023
Providence Capital Advisors LLC4,017$367 12/31/2023
     BIL4,017$367 12/31/2023
TriaGen Wealth Management LLC4,014$367 12/31/2023
     BIL4,014$367 12/31/2023
Patron Partners Advisors LLC3,981$364 12/31/2023
     BIL3,981$364 12/31/2023
Garden State Investment Advisory Services LLC3,955$361 12/31/2023
     BIL3,955$361 12/31/2023
Everhart Financial Group Inc.3,907$357 12/31/2023
     BIL3,907$357 12/31/2023
Diversified Portfolios Inc.3,891$356 12/31/2023
     BIL3,891$356 12/31/2023
HB Wealth Management LLC3,888$355 12/31/2023
     BIL3,888$355 12/31/2023
Traverso Chambers Private Wealth Management LLC3,872$354 12/31/2023
     BIL3,872$354 12/31/2023
Thomas J. Herzfeld Advisors Inc.3,841$351 12/31/2023
     BIL3,841$351 12/31/2023
West Michigan Advisors LLC3,845$351 12/31/2023
     BIL3,845$351 12/31/2023
Institute for Wealth Management LLC.3,812$348 12/31/2023
     BIL3,812$348 12/31/2023
Rede Wealth LLC3,806$348 12/31/2023
     BIL3,806$348 12/31/2023
Richardson Financial Services Inc.3,810$348 12/31/2023
     BIL3,810$348 12/31/2023
Resources Investment Advisors LLC.3,792$347 12/31/2023
     BIL3,792$347 12/31/2023
Atlantic Trust LLC3,775$345 12/31/2023
     BIL3,775$345 12/31/2023
National Wealth Management Group LLC3,771$345 12/31/2023
     BIL3,771$345 12/31/2023
EdgeRock Capital LLC3,701$340 12/31/2023
     BIL3,701$340 12/31/2023
Concorde Asset Management LLC3,696$338 12/31/2023
     BIL3,696$338 12/31/2023
Signify Wealth3,682$336 12/31/2023
     BIL3,682$336 12/31/2023
Acorn Financial Advisory Services Inc. ADV3,599$329 12/31/2023
     BIL3,599$329 12/31/2023
Cornerstone Wealth Management LLC3,546$326 03/31/2024
     BIL3,546$326 03/31/2024
Destination Wealth Management3,570$326 12/31/2023
     BIL3,570$326 12/31/2023
Kingfisher Capital LLC3,490$319 12/31/2023
     BIL3,490$319 12/31/2023
BlueChip Wealth Advisors LLC3,433$314 12/31/2023
     BIL3,433$314 12/31/2023
First Horizon Advisors Inc.3,360$307 12/31/2023
     BIL3,360$307 12/31/2023
Tower Research Capital LLC TRC 3,346$306 12/31/2023
     BIL3,346$306 12/31/2023
Bordeaux Wealth Advisors LLC3,352$306 12/31/2023
     BIL3,352$306 12/31/2023
Laidlaw Wealth Management LLC3,332$305 12/31/2023
     BIL3,332$305 12/31/2023
Fifth Third Bancorp3,312$303 12/31/2023
     BIL3,312$303 12/31/2023
All Terrain Financial Advisors LLC3,241$296 12/31/2023
     BIL3,241$296 12/31/2023
Islay Capital Management LLC3,223$295 12/31/2023
     BIL3,223$295 12/31/2023
Talisman Wealth Advisors LLC3,215$294 12/31/2023
     BIL3,215$294 12/31/2023
Mill Creek Capital Advisors LLC3,219$294 12/31/2023
     BIL3,219$294 12/31/2023
Mmbg Investment Advisors CO.3,193$292 12/31/2023
     BIL3,193$292 12/31/2023
Fiduciary Alliance LLC3,183$291 03/31/2024
     BIL3,183$291 03/31/2024
AlphaStar Capital Management LLC3,184$291 12/31/2023
     BIL3,184$291 12/31/2023
Latitude Advisors LLC3,184$291 12/31/2023
     BIL3,184$291 12/31/2023
Patriot Financial Group Insurance Agency LLC3,151$288 12/31/2023
     BIL3,151$288 12/31/2023
Onyx Bridge Wealth Group LLC3,146$288 12/31/2023
     BIL3,146$288 12/31/2023
Capital Analysts LLC3,131$286 12/31/2023
     BIL3,131$286 12/31/2023
Phillips Wealth Planners LLC3,124$286 12/31/2023
     BIL3,124$286 12/31/2023
Eastern Bank3,075$281 12/31/2023
     BIL3,075$281 12/31/2023
AlphaMark Advisors LLC3,050$280 03/31/2024
     BIL3,050$280 03/31/2024
Reuter James Wealth Management LLC3,059$280 12/31/2023
     BIL3,059$280 12/31/2023
Papp L Roy & Associates2,960$272 03/31/2024
     BIL2,960$272 03/31/2024
Apeiron RIA LLC2,960$272 03/31/2024
     BIL2,960$272 03/31/2024
Secure Asset Management LLC2,959$270 12/31/2023
     BIL2,959$270 12/31/2023
United Community Bank2,944$269 12/31/2023
     BIL2,944$269 12/31/2023
Hamilton Wealth LLC2,935$268 12/31/2023
     BIL2,935$268 12/31/2023
Great Diamond Partners LLC2,909$266 12/31/2023
     BIL2,909$266 12/31/2023
Wooster Corthell Wealth Management Inc.2,855$261 12/31/2023
     BIL2,855$261 12/31/2023
Fisher Asset Management LLC2,847$260 12/31/2023
     BIL2,847$260 12/31/2023
Baltimore Washington Financial Advisors Inc.2,831$259 12/31/2023
     BIL2,831$259 12/31/2023
Invst LLC2,833$259 12/31/2023
     BIL2,833$259 12/31/2023
Alliance Wealth Advisors LLC UT2,832$259 12/31/2023
     BIL2,832$259 12/31/2023
Atticus Wealth Management LLC2,791$256 03/31/2024
     BIL2,791$256 03/31/2024
Cim LLC2,782$255 12/31/2023
     BIL2,782$255 12/31/2023
Loudon Investment Management LLC2,787$255 12/31/2023
     BIL2,787$255 12/31/2023
White Lighthouse Investment Management Inc.2,769$253 12/31/2023
     BIL2,769$253 12/31/2023
Executive Wealth Management LLC2,756$252 12/31/2023
     BIL2,756$252 12/31/2023
Creative Financial Designs Inc. ADV2,742$251 12/31/2023
     BIL2,742$251 12/31/2023
Fielder Capital Group LLC2,743$251 12/31/2023
     BIL2,743$251 12/31/2023
Fiduciary Trust Co.2,737$250 12/31/2023
     BIL2,737$250 12/31/2023
Sterling Financial Planning Inc.2,732$250 12/31/2023
     BIL2,732$250 12/31/2023
Alhambra Investment Partners LLC2,716$249 03/31/2024
     BIL2,716$249 03/31/2024
Jacobson & Schmitt Advisors LLC2,730$249 12/31/2023
     BIL2,730$249 12/31/2023
Scissortail Wealth Management LLC2,714$249 12/31/2023
     BIL2,714$249 12/31/2023
Leavell Investment Management Inc.2,713$248 12/31/2023
     BIL2,713$248 12/31/2023
Greenwood Capital Associates LLC2,711$248 12/31/2023
     BIL2,711$248 12/31/2023
Cumberland Partners Ltd2,635$242 12/31/2023
     BIL2,635$242 12/31/2023
Parker Financial LLC2,646$242 12/31/2023
     BIL2,646$242 12/31/2023
NBT Bank N A NY2,631$240 12/31/2023
     BIL2,631$240 12/31/2023
Quaker Wealth Management LLC2,622$240 12/31/2023
     BIL2,622$240 12/31/2023
Adams Wealth Management2,629$240 12/31/2023
     BIL2,629$240 12/31/2023
ICA Group Wealth Management LLC2,602$238 12/31/2023
     BIL2,602$238 12/31/2023
HBK Sorce Advisory LLC2,597$237 12/31/2023
     BIL2,597$237 12/31/2023
Woodward Diversified Capital LLC2,586$236 12/31/2023
     BIL2,586$236 12/31/2023
Worth Financial Advisory Group LLC2,506$229 12/31/2023
     BIL2,506$229 12/31/2023
Unique Wealth LLC2,477$227 03/31/2024
     BIL2,477$227 03/31/2024
TFB Advisors LLC2,453$224 12/31/2023
     BIL2,453$224 12/31/2023
Moneta Group Investment Advisors LLC2,432$222 12/31/2023
     BIL2,432$222 12/31/2023
Total Clarity Wealth Management Inc.2,428$222 12/31/2023
     BIL2,428$222 12/31/2023
Citizens Financial Group Inc RI2,405$220 12/31/2023
     BIL2,405$220 12/31/2023
Personal CFO Solutions LLC2,412$220 12/31/2023
     BIL2,412$220 12/31/2023
360 Financial Inc.2,402$220 12/31/2023
     BIL2,402$220 12/31/2023
Life Planning Partners Inc2,384$218 12/31/2023
     BIL2,384$218 12/31/2023
Pointe Capital Management LLC2,363$216 12/31/2023
     BIL2,363$216 12/31/2023
Pensionmark Financial Group LLC2,352$215 12/31/2023
     BIL2,352$215 12/31/2023
Q3 Asset Management2,360$215 12/31/2023
     BIL2,360$215 12/31/2023
MJP Associates Inc. ADV2,325$213 03/31/2024
     BIL2,325$213 03/31/2024
Mission Wealth Management LP2,315$212 12/31/2023
     BIL2,315$212 12/31/2023
Significant Wealth Partners LLC2,310$211 12/31/2023
     BIL2,310$211 12/31/2023
B&D White Capital Company LLC2,288$209 12/31/2023
     BIL2,288$209 12/31/2023
Haverford Trust Co.2,273$208 12/31/2023
     BIL2,273$208 12/31/2023
Hart & Patterson Financial Group LLC2,245$206 03/31/2024
     BIL2,245$206 03/31/2024
Oldfather Financial Services LLC2,254$206 12/31/2023
     BIL2,254$206 12/31/2023
Lake Street Financial LLC2,202$202 03/31/2024
     BIL2,202$202 03/31/2024
Single Point Partners LLC2,205$202 03/31/2024
     BIL2,205$202 03/31/2024
Cottage Street Advisors LLC2,185$201 03/31/2024
     BIL2,185$201 03/31/2024
Fayez Sarofim & Co2,200$201 12/31/2023
     BIL2,200$201 12/31/2023
RSM US Wealth Management LLC2,199$201 12/31/2023
     BIL2,199$201 12/31/2023
Peapack Gladstone Financial Corp2,187$200 12/31/2023
     BIL2,187$200 12/31/2023
Main Street Financial Solutions LLC2,190$200 12/31/2023
     BIL2,190$200 12/31/2023
Allspring Global Investments Holdings LLC2,153$198 03/31/2024
     BIL2,153$198 03/31/2024
Baystate Wealth Management LLC2,165$198 12/31/2023
     BIL2,165$198 12/31/2023
Glass Jacobson Investment Advisors llc2,044$187 12/31/2023
     BIL2,044$187 12/31/2023
Spartan Planning & Wealth Management1,843$168 12/31/2023
     BIL1,843$168 12/31/2023
Financial Gravity Asset Management Inc.1,754$161 12/31/2023
     BIL1,754$161 12/31/2023
AdvisorNet Financial Inc1,705$157 03/31/2024
     BIL1,705$157 03/31/2024
Angeles Wealth Management LLC1,700$155 12/31/2023
     BIL1,700$155 12/31/2023
Schroder Investment Management Group1,636$150 12/31/2023
     BIL1,636$150 12/31/2023
FMR LLC1,493$136 12/31/2023
     BIL1,493$136 12/31/2023
Guardian Wealth Advisors LLC NC1,473$135 12/31/2023
     BIL1,473$135 12/31/2023
Colonial Trust Co SC1,286$118 12/31/2023
     BIL1,286$118 12/31/2023
Clean Yield Group1,183$108 12/31/2023
     BIL1,183$108 12/31/2023
Ewing Morris & Co. Investment Partners Ltd.1,175$107 12/31/2023
     BIL1,175$107 12/31/2023
Simplex Trading LLC1,132$103 12/31/2023
     BIL1,132$103 12/31/2023
Prudential PLC1,050$96 12/31/2023
     BIL1,050$96 12/31/2023
Key Financial Inc1,010$92 12/31/2023
     BIL1,010$92 12/31/2023
Crewe Advisors LLC996$91 12/31/2023
     BIL996$91 12/31/2023
Baldwin Brothers Inc. MA894$82 03/31/2024
     BIL894$82 03/31/2024
Pacific Capital Wealth Advisors Inc.763$70 12/31/2023
     BIL763$70 12/31/2023
Balentine LLC750$69 12/31/2023
     BIL750$69 12/31/2023
Sugarloaf Wealth Management LLC661$60 12/31/2023
     BIL661$60 12/31/2023
SYSTM Wealth Solutions LLC658$60 12/31/2023
     BIL658$60 12/31/2023
Hobbs Group Advisors LLC654$60 12/31/2023
     BIL654$60 12/31/2023
Main Street Group LTD650$59 12/31/2023
     BIL650$59 12/31/2023
Mather Group LLC.638$58 03/31/2024
     BIL638$58 03/31/2024
Nelson Van Denburg & Campbell Wealth Management Group LLC625$57 12/31/2023
     BIL625$57 12/31/2023
Winthrop Capital Management LLC530$48 12/31/2023
     BIL530$48 12/31/2023
Sound Income Strategies LLC510$47 03/31/2024
     BIL510$47 03/31/2024
GHP Investment Advisors Inc.511$47 12/31/2023
     BIL511$47 12/31/2023
Clearstead Advisors LLC504$46 12/31/2023
     BIL504$46 12/31/2023
Longfellow Investment Management Co. LLC492$45 12/31/2023
     BIL492$45 12/31/2023
Householder Group Estate & Retirement Specialist LLC480$43 12/31/2023
     BIL480$43 12/31/2023
Bessemer Group Inc.425$39 12/31/2023
     BIL425$39 12/31/2023
Atwood & Palmer Inc.400$37 03/31/2024
     BIL400$37 03/31/2024
NBC Securities Inc.396$36 03/31/2024
     BIL396$36 03/31/2024
Lowe Wealth Advisors LLC380$35 03/31/2024
     BIL380$35 03/31/2024
WFA Asset Management Corp377$35 03/31/2024
     BIL377$35 03/31/2024
Retirement Group LLC388$35 12/31/2023
     BIL388$35 12/31/2023
SYM FINANCIAL Corp346$32 12/31/2023
     BIL346$32 12/31/2023
CarsonAllaria Wealth Management Ltd.343$31 12/31/2023
     BIL343$31 12/31/2023
JJJ Advisors Inc.315$29 03/31/2024
     BIL315$29 03/31/2024
Smartleaf Asset Management LLC322$29 12/31/2023
     BIL322$29 12/31/2023
Toronto Dominion Bank305$28 12/31/2023
     BIL305$28 12/31/2023
Wolverine Trading LLC $27 12/31/2023
     Call2,900$265 12/31/2023
     Put2,600$238 12/31/2023
New Republic Capital LLC300$27 12/31/2023
     BIL300$27 12/31/2023
Cullen Frost Bankers Inc.282$26 12/31/2023
     BIL282$26 12/31/2023
Piscataqua Savings Bank263$24 03/31/2024
     BIL263$24 03/31/2024
Caldwell Sutter Capital Inc.252$23 03/31/2024
     BIL252$23 03/31/2024
GoalVest Advisory LLC245$22 03/31/2024
     BIL245$22 03/31/2024
Versant Capital Management Inc230$21 03/31/2024
     BIL230$21 03/31/2024
Pineridge Advisors LLC205$19 12/31/2023
     BIL205$19 12/31/2023
Pittenger & Anderson Inc.200$18 12/31/2023
     BIL200$18 12/31/2023
BOK Financial Private Wealth Inc.193$18 12/31/2023
     BIL193$18 12/31/2023
Signaturefd LLC188$17 12/31/2023
     BIL188$17 12/31/2023
Tucker Asset Management LLC171$16 12/31/2023
     BIL171$16 12/31/2023
Annapolis Financial Services LLC164$15 03/31/2024
     BIL164$15 03/31/2024
Armstrong Advisory Group Inc.168$15 03/31/2024
     BIL168$15 03/31/2024
Montag A & Associates Inc.163$15 12/31/2023
     BIL163$15 12/31/2023
Avion Wealth152$14 12/31/2023
     BIL152$14 12/31/2023
Mine & Arao Wealth Creation & Management LLC.118$11 12/31/2023
     BIL118$11 12/31/2023
LM Advisors LLC104$10 12/31/2023
     BIL104$10 12/31/2023
Wellington Shields & Co. LLC99$9 12/31/2023
     BIL99$9 12/31/2023
Evergreen Private Wealth LLC85$8 03/31/2024
     BIL85$8 03/31/2024
Whittier Trust Co. of Nevada Inc.86$8 12/31/2023
     BIL86$8 12/31/2023
TCTC Holdings LLC80$7 12/31/2023
     BIL80$7 12/31/2023
Penserra Capital Management LLC81$7 12/31/2023
     BIL81$7 12/31/2023
Pinnacle Bank60$6 03/31/2024
     BIL60$6 03/31/2024
Macroview Investment Management LLC63$6 12/31/2023
     BIL63$6 12/31/2023
Country Trust Bank55$5 03/31/2024
     BIL55$5 03/31/2024
O Shaughnessy Asset Management LLC54$5 12/31/2023
     BIL54$5 12/31/2023
Scarborough Advisors LLC58$5 12/31/2023
     BIL58$5 12/31/2023
Howe & Rusling Inc.42$4 12/31/2023
     BIL42$4 12/31/2023
Chilton Capital Management LLC39$4 12/31/2023
     BIL39$4 12/31/2023
Nordwand Advisors LLC39$4 12/31/2023
     BIL39$4 12/31/2023
Westside Investment Management Inc.38$3 03/31/2024
     BIL38$3 03/31/2024
Pacifica Partners Inc.35$3 03/31/2024
     BIL35$3 03/31/2024
Townsend Asset Management Corp NC ADV35$3 12/31/2023
     BIL35$3 12/31/2023
South State CORP.35$3 12/31/2023
     BIL35$3 12/31/2023
First Pacific Financial32$3 12/31/2023
     BIL32$3 12/31/2023
Oakworth Capital Inc.24$2 03/31/2024
     BIL24$2 03/31/2024
Kathleen S. Wright Associates Inc.26$2 03/31/2024
     BIL26$2 03/31/2024
Bartlett & Co. LLC21$2 12/31/2023
     BIL21$2 12/31/2023
Bfsg LLC24$2 12/31/2023
     BIL24$2 12/31/2023
Wit LLC26$2 12/31/2023
     BIL26$2 12/31/2023
Bartlett & CO. Wealth Management LLC21$2 12/31/2023
     BIL21$2 12/31/2023
Valley National Advisers Inc.14$1 03/31/2024
     BIL14$1 03/31/2024
Toth Financial Advisory Corp15$1 03/31/2024
     BIL15$1 03/31/2024
Farmers & Merchants Investments Inc.13$1 03/31/2024
     BIL13$1 03/31/2024
City State Bank13$1 03/31/2024
     BIL13$1 03/31/2024
Arrow Financial Corp15$1 12/31/2023
     BIL15$1 12/31/2023
Transamerica Financial Advisors Inc.1$1 12/31/2023
     BIL1$1 12/31/2023
Sanctuary Wealth Management L.L.C.10$1 12/31/2023
     BIL10$1 12/31/2023
Rockbridge Investment Management LCC6$1 12/31/2023
     BIL6$1 12/31/2023
Morton Brown Family Wealth LLC7$1 12/31/2023
     BIL7$1 12/31/2023
Signature Resources Capital Management LLC3$0 03/31/2024
     BIL3$0 03/31/2024
Franklin Resources Inc.5$0 12/31/2023
     BIL5$0 12/31/2023
Kozak & Associates Inc.0$0 12/31/2023
     BIL0$0 12/31/2023
HighMark Wealth Management LLC1$0 12/31/2023
     BIL1$0 12/31/2023
Northwest Financial Advisors0$0 12/31/2023
     BIL0$0 12/31/2023
Citadel Advisors LLC $-284 12/31/2023
     Put4,000$366 12/31/2023
     Call900$82 12/31/2023
Susquehanna International Group LLP $-1,759 12/31/2023
     Put62,200$5,684 12/31/2023
     Call31,700$2,897 12/31/2023
     BIL11,248$1,028 12/31/2023
Genus Capital Management Inc.38,580$-3,525,826 12/31/2023
     Put38,580$3,525,826 12/31/2023

See Summary: Institutional Holders of BIL
See Details: Top 10 Hedge Funds Holding BIL
Also See: BIL Holdings Changes

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