On this page, we present all of the funds holding BSV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding BSV, with a link to that fund's top holdings. The next columns indicate the amount of BSV stock held by each of the funds holding BSV, followed by the BSV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 1140 funds holding BSV within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Envestnet Asset Management Inc.. For more details on the positions held by Envestnet Asset Management Inc. (or by any of the other funds holding BSV), click the fund name in the "Holder" column of the funds-holding-BSV table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Envestnet Asset Management Inc. | 46,474,582 | $3,579,472 | 12/31/2023 |
BSV | 46,474,582 | $3,579,472 | 12/31/2023 |
Morgan Stanley | 28,945,731 | $2,229,400 | 12/31/2023 |
BSV | 28,945,731 | $2,229,400 | 12/31/2023 |
Goldman Sachs Group Inc. | 27,696,618 | $2,133,194 | 12/31/2023 |
BSV | 27,696,618 | $2,133,194 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 20,726,743 | $1,596,374 | 12/31/2023 |
BSV | 20,726,743 | $1,596,374 | 12/31/2023 |
JPMorgan Chase & Co. | 15,001,564 | $1,155,420 | 12/31/2023 |
BSV | 15,001,564 | $1,155,420 | 12/31/2023 |
Empower Advisory Group LLC | 13,195,657 | $1,016,330 | 12/31/2023 |
BSV | 13,195,657 | $1,016,330 | 12/31/2023 |
Allworth Financial LP | 11,076,200 | $853,089 | 12/31/2023 |
BSV | 11,076,200 | $853,089 | 12/31/2023 |
Northern Trust Corp | 8,794,287 | $677,336 | 12/31/2023 |
BSV | 8,794,287 | $677,336 | 12/31/2023 |
Bank of America Corp DE | 8,184,900 | $630,401 | 12/31/2023 |
BSV | 8,184,900 | $630,401 | 12/31/2023 |
Wells Fargo & Company MN | 6,471,209 | $498,412 | 12/31/2023 |
BSV | 6,471,209 | $498,412 | 12/31/2023 |
LPL Financial LLC | 5,631,286 | $433,722 | 12/31/2023 |
BSV | 5,631,286 | $433,722 | 12/31/2023 |
Truepoint Inc. | 5,540,703 | $426,745 | 12/31/2023 |
BSV | 5,540,703 | $426,745 | 12/31/2023 |
United Capital Financial Advisers LLC | 5,382,469 | $414,558 | 12/31/2023 |
BSV | 5,382,469 | $414,558 | 12/31/2023 |
Avantax Advisory Services Inc. | 5,172,148 | $398,359 | 12/31/2023 |
BSV | 5,172,148 | $398,359 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 4,167,062 | $320,947 | 12/31/2023 |
BSV | 4,167,062 | $320,947 | 12/31/2023 |
Royal Bank of Canada | 3,912,424 | $301,335 | 12/31/2023 |
BSV | 3,912,424 | $301,335 | 12/31/2023 |
Morningstar Investment Services LLC | 3,772,526 | $290,371 | 12/31/2023 |
BSV | 3,772,526 | $290,371 | 12/31/2023 |
CI Private Wealth LLC | 3,374,277 | $259,887 | 12/31/2023 |
BSV | 3,374,277 | $259,887 | 12/31/2023 |
Lincoln National Corp | 3,052,942 | $235,138 | 12/31/2023 |
BSV | 3,052,942 | $235,138 | 12/31/2023 |
Charles Schwab Investment Management Inc. | 2,778,165 | $213,974 | 12/31/2023 |
BSV | 2,778,165 | $213,974 | 12/31/2023 |
UBS Group AG | 2,742,705 | $211,243 | 12/31/2023 |
BSV | 2,742,705 | $211,243 | 12/31/2023 |
True Link Financial Advisors LLC | 2,737,765 | $209,904 | 03/31/2024 |
BSV | 2,737,765 | $209,904 | 03/31/2024 |
Advisor Group Holdings Inc. | 2,546,718 | $196,232 | 12/31/2023 |
BSV | 2,546,718 | $196,232 | 12/31/2023 |
Commonwealth Equity Services LLC | 2,527,398 | $194,660 | 12/31/2023 |
BSV | 2,527,398 | $194,660 | 12/31/2023 |
MetLife Investment Management LLC | 2,491,700 | $191,911 | 12/31/2023 |
BSV | 2,491,700 | $191,911 | 12/31/2023 |
Captrust Financial Advisors | 2,489,427 | $191,736 | 12/31/2023 |
BSV | 2,489,427 | $191,736 | 12/31/2023 |
Bank of New York Mellon Corp | 2,321,724 | $178,819 | 12/31/2023 |
BSV | 2,321,724 | $178,819 | 12/31/2023 |
Carlson Capital Management | 1,792,905 | $137,462 | 03/31/2024 |
BSV | 1,792,905 | $137,462 | 03/31/2024 |
Apella Capital LLC | 1,645,565 | $125,590 | 03/31/2024 |
BSV | 1,645,565 | $125,590 | 03/31/2024 |
Cambridge Investment Research Advisors Inc. | 1,491,158 | $114,327 | 03/31/2024 |
BSV | 1,491,158 | $114,327 | 03/31/2024 |
Buckingham Strategic Wealth LLC | 1,476,529 | $113,722 | 12/31/2023 |
BSV | 1,476,529 | $113,722 | 12/31/2023 |
Ameriprise Financial Inc. | 1,405,232 | $107,874 | 12/31/2023 |
BSV | 1,405,232 | $107,874 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 1,403,971 | $107,642 | 03/31/2024 |
BSV | 1,403,971 | $107,642 | 03/31/2024 |
Smithfield Trust Co. | 1,396,789 | $107,568 | 12/31/2023 |
BSV | 1,396,789 | $107,568 | 12/31/2023 |
Truist Financial Corp | 1,320,131 | $101,676 | 12/31/2023 |
BSV | 1,320,131 | $101,676 | 12/31/2023 |
Raymond James & Associates | 1,222,506 | $93,730 | 03/31/2024 |
BSV | 1,222,506 | $93,730 | 03/31/2024 |
Jones Financial Companies Lllp | 1,071,226 | $82,506 | 12/31/2023 |
BSV | 1,071,226 | $82,506 | 12/31/2023 |
Willow Creek Wealth Management Inc. | 1,028,451 | $79,211 | 12/31/2023 |
BSV | 1,028,451 | $79,211 | 12/31/2023 |
Valmark Advisers Inc. | 962,202 | $74,109 | 12/31/2023 |
BSV | 962,202 | $74,109 | 12/31/2023 |
Diversified Portfolios Inc. | 936,862 | $72,157 | 12/31/2023 |
BSV | 936,862 | $72,157 | 12/31/2023 |
Prime Capital Investment Advisors LLC | 902,047 | $69,476 | 12/31/2023 |
BSV | 902,047 | $69,476 | 12/31/2023 |
DAVENPORT & Co LLC | 901,254 | $69,414 | 12/31/2023 |
BSV | 901,254 | $69,414 | 12/31/2023 |
US Bancorp DE | 870,830 | $67,071 | 12/31/2023 |
BSV | 870,830 | $67,071 | 12/31/2023 |
Janney Montgomery Scott LLC | 830,529 | $63,967 | 12/31/2023 |
BSV | 830,529 | $63,967 | 12/31/2023 |
Cetera Investment Advisers | 816,796 | $62,910 | 12/31/2023 |
BSV | 816,796 | $62,910 | 12/31/2023 |
MML Investors Services LLC | 812,737 | $62,597 | 12/31/2023 |
BSV | 812,737 | $62,597 | 12/31/2023 |
Efficient Advisors LLC | 810,871 | $62,453 | 12/31/2023 |
BSV | 810,871 | $62,453 | 12/31/2023 |
D.A. Davidson & CO. | 804,869 | $61,991 | 12/31/2023 |
BSV | 804,869 | $61,991 | 12/31/2023 |
Freestone Capital Holdings LLC | 794,258 | $61,174 | 12/31/2023 |
BSV | 794,258 | $61,174 | 12/31/2023 |
Peapack Gladstone Financial Corp | 761,959 | $58,686 | 12/31/2023 |
BSV | 761,959 | $58,686 | 12/31/2023 |
Cerity Partners LLC | 756,423 | $58,260 | 12/31/2023 |
BSV | 756,423 | $58,260 | 12/31/2023 |
RS Crum Inc. | 745,877 | $57,448 | 12/31/2023 |
BSV | 745,877 | $57,448 | 12/31/2023 |
Integris Wealth Management LLC | 735,143 | $56,621 | 12/31/2023 |
BSV | 735,143 | $56,621 | 12/31/2023 |
Comerica Bank | 734,744 | $56,590 | 12/31/2023 |
BSV | 734,744 | $56,590 | 12/31/2023 |
Estate Counselors LLC | 732,895 | $56,448 | 12/31/2023 |
BSV | 732,895 | $56,448 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 718,791 | $55,361 | 12/31/2023 |
BSV | 718,791 | $55,361 | 12/31/2023 |
Levy Wealth Management Group LLC | 716,959 | $55,220 | 03/31/2024 |
BSV | 716,959 | $55,220 | 03/31/2024 |
Cetera Advisor Networks LLC | 708,038 | $54,533 | 12/31/2023 |
BSV | 708,038 | $54,533 | 12/31/2023 |
PrairieView Partners LLC | 676,513 | $52,105 | 12/31/2023 |
BSV | 676,513 | $52,105 | 12/31/2023 |
Atria Wealth Solutions Inc. | 645,016 | $49,679 | 12/31/2023 |
BSV | 645,016 | $49,679 | 12/31/2023 |
Jentner Corp | 644,450 | $49,636 | 12/31/2023 |
BSV | 644,450 | $49,636 | 12/31/2023 |
TD Capital Management LLC | 644,000 | $49,601 | 12/31/2023 |
BSV | 644,000 | $49,601 | 12/31/2023 |
Gemmer Asset Management LLC | 644,970 | $49,450 | 03/31/2024 |
BSV | 644,970 | $49,450 | 03/31/2024 |
Windward Private Wealth Management Inc. | 641,920 | $49,441 | 12/31/2023 |
BSV | 641,920 | $49,441 | 12/31/2023 |
HighTower Advisors LLC | 633,024 | $48,757 | 12/31/2023 |
BSV | 633,024 | $48,757 | 12/31/2023 |
The PNC Financial Services Group Inc. | 608,907 | $46,898 | 12/31/2023 |
BSV | 608,907 | $46,898 | 12/31/2023 |
Brookstone Capital Management | 599,832 | $45,989 | 03/31/2024 |
BSV | 599,832 | $45,989 | 03/31/2024 |
Stifel Financial Corp | 592,573 | $45,640 | 12/31/2023 |
BSV | 592,573 | $45,640 | 12/31/2023 |
Buckingham Strategic Partners | 584,198 | $44,995 | 12/31/2023 |
BSV | 584,198 | $44,995 | 12/31/2023 |
AE Wealth Management LLC | 556,857 | $42,839 | 12/31/2023 |
BSV | 556,857 | $42,839 | 12/31/2023 |
Alps Advisors Inc. | 553,629 | $42,641 | 12/31/2023 |
BSV | 553,629 | $42,641 | 12/31/2023 |
Creative Planning | 541,134 | $41,678 | 12/31/2023 |
BSV | 541,134 | $41,678 | 12/31/2023 |
Charter Oak Capital Management LLC | 517,704 | $39,692 | 03/31/2024 |
BSV | 517,704 | $39,692 | 03/31/2024 |
Sofi Wealth LLC | 497,790 | $38,340 | 12/31/2023 |
BSV | 497,790 | $38,340 | 12/31/2023 |
Ancora Advisors LLC | 494,384 | $38,077 | 12/31/2023 |
BSV | 494,384 | $38,077 | 12/31/2023 |
Verus Financial Partners Inc. | 493,362 | $37,954 | 12/31/2023 |
BSV | 493,362 | $37,954 | 12/31/2023 |
Farther Finance Advisors LLC | 489,077 | $37,669 | 12/31/2023 |
BSV | 489,077 | $37,669 | 12/31/2023 |
Arbor Investment Advisors LLC | 489,051 | $37,496 | 03/31/2024 |
BSV | 489,051 | $37,496 | 03/31/2024 |
Corrigan Financial Inc. | 488,972 | $37,489 | 03/31/2024 |
BSV | 488,972 | $37,489 | 03/31/2024 |
Citigroup Inc. | 478,525 | $36,856 | 12/31/2023 |
BSV | 478,525 | $36,856 | 12/31/2023 |
Annandale Capital LLC | 472,285 | $36,375 | 12/31/2023 |
BSV | 472,285 | $36,375 | 12/31/2023 |
Financial Gravity Asset Management Inc. | 462,030 | $35,586 | 12/31/2023 |
BSV | 462,030 | $35,586 | 12/31/2023 |
Berkshire Money Management Inc. | 452,096 | $34,820 | 12/31/2023 |
BSV | 452,096 | $34,820 | 12/31/2023 |
Cullen Frost Bankers Inc. | 451,835 | $34,800 | 12/31/2023 |
BSV | 451,835 | $34,800 | 12/31/2023 |
CBIZ Investment Advisory Services LLC | 450,295 | $34,682 | 12/31/2023 |
BSV | 450,295 | $34,682 | 12/31/2023 |
Bridgeworth LLC | 435,030 | $33,506 | 12/31/2023 |
BSV | 435,030 | $33,506 | 12/31/2023 |
Quotient Wealth Partners LLC | 424,180 | $32,670 | 12/31/2023 |
BSV | 424,180 | $32,670 | 12/31/2023 |
United Services Automobile Association | 401,130 | $30,895 | 12/31/2023 |
BSV | 401,130 | $30,895 | 12/31/2023 |
Financial Planning & Information Services Inc. | 371,044 | $28,578 | 12/31/2023 |
BSV | 371,044 | $28,578 | 12/31/2023 |
Blair William & Co. IL | 365,999 | $28,189 | 12/31/2023 |
BSV | 365,999 | $28,189 | 12/31/2023 |
Watchman Group Inc. | 350,960 | $27,031 | 12/31/2023 |
BSV | 350,960 | $27,031 | 12/31/2023 |
TIAA Trust National Association | 341,902 | $26,333 | 12/31/2023 |
BSV | 341,902 | $26,333 | 12/31/2023 |
OLD National Bancorp IN | 343,402 | $26,329 | 03/31/2024 |
BSV | 343,402 | $26,329 | 03/31/2024 |
Baird Financial Group Inc. | 332,380 | $25,600 | 12/31/2023 |
BSV | 332,380 | $25,600 | 12/31/2023 |
Change Path LLC | 329,655 | $25,390 | 12/31/2023 |
BSV | 329,655 | $25,390 | 12/31/2023 |
First Horizon Advisors Inc. | 328,033 | $25,265 | 12/31/2023 |
BSV | 328,033 | $25,265 | 12/31/2023 |
Traveka Wealth LLC | 326,702 | $25,048 | 03/31/2024 |
BSV | 326,702 | $25,048 | 03/31/2024 |
The Manufacturers Life Insurance Company | 324,790 | $25,015 | 12/31/2023 |
BSV | 324,790 | $25,015 | 12/31/2023 |
Nuveen Asset Management LLC | 320,514 | $24,686 | 12/31/2023 |
BSV | 320,514 | $24,686 | 12/31/2023 |
SMI Advisory Services LLC | 318,411 | $24,301 | 03/31/2024 |
BSV | 318,411 | $24,301 | 03/31/2024 |
Anderson Fisher LLC | 314,481 | $24,221 | 12/31/2023 |
BSV | 314,481 | $24,221 | 12/31/2023 |
Betterment LLC | 313,879 | $24,175 | 12/31/2023 |
BSV | 313,879 | $24,175 | 12/31/2023 |
CWM LLC | 314,895 | $24,143 | 03/31/2024 |
BSV | 314,895 | $24,143 | 03/31/2024 |
Moisand Fitzgerald Tamayo LLC | 313,781 | $24,058 | 03/31/2024 |
BSV | 313,781 | $24,058 | 03/31/2024 |
Eagle Rock Investment Company LLC | 313,663 | $24,049 | 03/31/2024 |
BSV | 313,663 | $24,049 | 03/31/2024 |
Bluestem Financial Advisors LLC | 313,256 | $24,017 | 03/31/2024 |
BSV | 313,256 | $24,017 | 03/31/2024 |
PDS Planning Inc | 311,596 | $23,999 | 12/31/2023 |
BSV | 311,596 | $23,999 | 12/31/2023 |
Cornerstone Investment Partners LLC | 309,360 | $23,827 | 12/31/2023 |
BSV | 309,360 | $23,827 | 12/31/2023 |
Prudential Financial Inc. | 299,574 | $23,073 | 12/31/2023 |
BSV | 299,574 | $23,073 | 12/31/2023 |
Mariner LLC | 296,141 | $22,809 | 12/31/2023 |
BSV | 296,141 | $22,809 | 12/31/2023 |
Fort Henry Capital LLC | 289,764 | $22,216 | 03/31/2024 |
BSV | 289,764 | $22,216 | 03/31/2024 |
Ronald Blue Trust Inc. | 293,268 | $22,045 | 12/31/2023 |
BSV | 293,268 | $22,045 | 12/31/2023 |
Voya Financial Advisors Inc. | 279,203 | $21,490 | 12/31/2023 |
BSV | 279,203 | $21,490 | 12/31/2023 |
Beacon Pointe Advisors LLC | 276,152 | $21,269 | 12/31/2023 |
BSV | 276,152 | $21,269 | 12/31/2023 |
Bank of Montreal Can | 275,742 | $21,238 | 12/31/2023 |
BSV | 275,742 | $21,238 | 12/31/2023 |
Associated Banc Corp | 271,665 | $20,924 | 12/31/2023 |
BSV | 271,665 | $20,924 | 12/31/2023 |
Orion Portfolio Solutions LLC | 269,747 | $20,722 | 12/31/2023 |
BSV | 269,747 | $20,722 | 12/31/2023 |
Newton One Investments LLC | 268,853 | $20,613 | 03/31/2024 |
BSV | 268,853 | $20,613 | 03/31/2024 |
Kwmg LLC | 268,741 | $20,604 | 03/31/2024 |
BSV | 268,741 | $20,604 | 03/31/2024 |
Beacon Capital Management Inc. | 269,710 | $20,582 | 03/31/2024 |
BSV | 269,710 | $20,582 | 03/31/2024 |
Sage Financial Management Group Inc. | 264,899 | $20,403 | 12/31/2023 |
BSV | 264,899 | $20,403 | 12/31/2023 |
Presilium Private Wealth LLC | 264,790 | $20,394 | 12/31/2023 |
BSV | 264,790 | $20,394 | 12/31/2023 |
Rockwood Wealth Management LLC | 265,143 | $20,328 | 03/31/2024 |
BSV | 265,143 | $20,328 | 03/31/2024 |
Bartlett & Co. LLC | 262,623 | $20,215 | 12/31/2023 |
BSV | 262,623 | $20,215 | 12/31/2023 |
Bartlett & CO. Wealth Management LLC | 262,623 | $20,214 | 12/31/2023 |
BSV | 262,623 | $20,214 | 12/31/2023 |
Fifth Third Bancorp | 263,189 | $20,179 | 03/31/2024 |
BSV | 263,189 | $20,179 | 03/31/2024 |
Planning Directions Inc. | 244,339 | $18,819 | 12/31/2023 |
BSV | 244,339 | $18,819 | 12/31/2023 |
Atria Investments LLC | 240,262 | $18,505 | 12/31/2023 |
BSV | 240,262 | $18,505 | 12/31/2023 |
Squarepoint Ops LLC | 240,074 | $18,490 | 12/31/2023 |
BSV | 240,074 | $18,490 | 12/31/2023 |
Graves Light Private Wealth Management Inc. | 237,631 | $18,302 | 12/31/2023 |
BSV | 237,631 | $18,302 | 12/31/2023 |
McAdam LLC | 236,848 | $18,159 | 03/31/2024 |
BSV | 236,848 | $18,159 | 03/31/2024 |
Park Avenue Securities LLC | 236,271 | $18,115 | 03/31/2024 |
BSV | 236,271 | $18,115 | 03/31/2024 |
Wealth Dimensions Group Ltd. | 231,362 | $17,819 | 12/31/2023 |
BSV | 231,362 | $17,819 | 12/31/2023 |
Savant Capital LLC | 227,010 | $17,484 | 12/31/2023 |
BSV | 227,010 | $17,484 | 12/31/2023 |
REDW Wealth LLC | 224,574 | $17,297 | 12/31/2023 |
BSV | 224,574 | $17,297 | 12/31/2023 |
Farmers & Merchants Investments Inc. | 224,482 | $17,211 | 03/31/2024 |
BSV | 224,482 | $17,211 | 03/31/2024 |
M&T Bank Corp | 221,166 | $17,035 | 12/31/2023 |
BSV | 221,166 | $17,035 | 12/31/2023 |
Symmetry Partners LLC | 222,032 | $17,023 | 03/31/2024 |
BSV | 222,032 | $17,023 | 03/31/2024 |
Private Advisor Group LLC | 220,653 | $16,995 | 12/31/2023 |
BSV | 220,653 | $16,995 | 12/31/2023 |
Exencial Wealth Advisors LLC | 219,531 | $16,908 | 12/31/2023 |
BSV | 219,531 | $16,908 | 12/31/2023 |
Websterrogers Financial Advisors LLC | 218,223 | $16,808 | 12/31/2023 |
BSV | 218,223 | $16,808 | 12/31/2023 |
Austin Asset Management Co Inc | 214,548 | $16,524 | 12/31/2023 |
BSV | 214,548 | $16,524 | 12/31/2023 |
Ellevest Inc. | 214,149 | $16,494 | 12/31/2023 |
BSV | 214,149 | $16,494 | 12/31/2023 |
Resources Investment Advisors LLC. | 209,622 | $16,145 | 12/31/2023 |
BSV | 209,622 | $16,145 | 12/31/2023 |
Resource Planning Group | 207,901 | $16,013 | 12/31/2023 |
BSV | 207,901 | $16,013 | 12/31/2023 |
Lutz Financial Services LLC | 207,791 | $16,004 | 12/31/2023 |
BSV | 207,791 | $16,004 | 12/31/2023 |
McCarthy Grittinger Financial Group LLC | 203,917 | $15,634 | 03/31/2024 |
BSV | 203,917 | $15,634 | 03/31/2024 |
TD Waterhouse Canada Inc. | 192,833 | $15,606 | 12/31/2023 |
BSV | 192,833 | $15,606 | 12/31/2023 |
HB Wealth Management LLC | 202,013 | $15,559 | 12/31/2023 |
BSV | 202,013 | $15,559 | 12/31/2023 |
Cahill Financial Advisors Inc. | 198,387 | $15,280 | 12/31/2023 |
BSV | 198,387 | $15,280 | 12/31/2023 |
Nwam LLC | 197,061 | $15,178 | 12/31/2023 |
BSV | 197,061 | $15,178 | 12/31/2023 |
Kelman Lazarov Inc. | 192,383 | $14,817 | 12/31/2023 |
BSV | 192,383 | $14,817 | 12/31/2023 |
GWM Advisors LLC | 190,622 | $14,669 | 12/31/2023 |
BSV | 190,622 | $14,669 | 12/31/2023 |
Modera Wealth Management LLC | 187,670 | $14,454 | 12/31/2023 |
BSV | 187,670 | $14,454 | 12/31/2023 |
Prio Wealth Limited Partnership | 186,496 | $14,364 | 12/31/2023 |
BSV | 186,496 | $14,364 | 12/31/2023 |
Wiser Wealth Management Inc | 187,260 | $14,357 | 03/31/2024 |
BSV | 187,260 | $14,357 | 03/31/2024 |
Concurrent Investment Advisors LLC | 184,843 | $14,237 | 12/31/2023 |
BSV | 184,843 | $14,237 | 12/31/2023 |
Kestra Private Wealth Services LLC | 182,613 | $14,065 | 12/31/2023 |
BSV | 182,613 | $14,065 | 12/31/2023 |
Capital Analysts LLC | 180,933 | $13,936 | 12/31/2023 |
BSV | 180,933 | $13,936 | 12/31/2023 |
Silver Oak Advisory Group Inc. | 179,639 | $13,836 | 12/31/2023 |
BSV | 179,639 | $13,836 | 12/31/2023 |
Mountain Pacific Investment Advisers Inc. ID | 180,296 | $13,823 | 03/31/2024 |
BSV | 180,296 | $13,823 | 03/31/2024 |
Perigon Wealth Management LLC | 177,519 | $13,673 | 12/31/2023 |
BSV | 177,519 | $13,673 | 12/31/2023 |
SageView Advisory Group LLC | 177,025 | $13,633 | 12/31/2023 |
BSV | 177,025 | $13,633 | 12/31/2023 |
Bay Harbor Wealth Management LLC | 177,537 | $13,612 | 03/31/2024 |
BSV | 177,537 | $13,612 | 03/31/2024 |
BetterWealth LLC | 175,957 | $13,491 | 03/31/2024 |
BSV | 175,957 | $13,491 | 03/31/2024 |
APCM Wealth Management for Individuals | 173,227 | $13,281 | 03/31/2024 |
BSV | 173,227 | $13,281 | 03/31/2024 |
Brewster Financial Planning LLC | 172,273 | $13,208 | 03/31/2024 |
BSV | 172,273 | $13,208 | 03/31/2024 |
Fortis Advisors LLC | 171,433 | $13,204 | 12/31/2023 |
BSV | 171,433 | $13,204 | 12/31/2023 |
Mustard Seed Financial LLC | 169,754 | $13,015 | 03/31/2024 |
BSV | 169,754 | $13,015 | 03/31/2024 |
Waterloo Capital L.P. | 168,332 | $12,965 | 12/31/2023 |
BSV | 168,332 | $12,965 | 12/31/2023 |
Apollon Wealth Management LLC | 168,298 | $12,962 | 12/31/2023 |
BSV | 168,298 | $12,962 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 168,932 | $12,952 | 03/31/2024 |
BSV | 168,932 | $12,952 | 03/31/2024 |
Safir Wealth Advisors LLC | 168,202 | $12,896 | 03/31/2024 |
BSV | 168,202 | $12,896 | 03/31/2024 |
Vanguard Group Inc. | 165,443 | $12,742 | 12/31/2023 |
BSV | 165,443 | $12,742 | 12/31/2023 |
Michelson Medical Research Foundation Inc. | 164,845 | $12,696 | 12/31/2023 |
BSV | 164,845 | $12,696 | 12/31/2023 |
Your Advocates Ltd. LLP | 163,788 | $12,615 | 12/31/2023 |
BSV | 163,788 | $12,615 | 12/31/2023 |
Voya Investment Management LLC | 159,828 | $12,310 | 12/31/2023 |
BSV | 159,828 | $12,310 | 12/31/2023 |
Level Financial Advisors Inc. | 160,550 | $12,309 | 03/31/2024 |
BSV | 160,550 | $12,309 | 03/31/2024 |
Evolution Advisers Inc. | 160,128 | $12,304 | 12/31/2023 |
BSV | 160,128 | $12,304 | 12/31/2023 |
Monumental Financial Group Inc. | 160,413 | $12,299 | 03/31/2024 |
BSV | 160,413 | $12,299 | 03/31/2024 |
OLIO Financial Planning | 159,486 | $12,276 | 03/31/2024 |
BSV | 159,486 | $12,276 | 03/31/2024 |
National Bank of Canada FI | 158,352 | $12,146 | 12/31/2023 |
BSV | 158,352 | $12,146 | 12/31/2023 |
Ameritas Advisory Services LLC | 156,290 | $12,036 | 12/31/2023 |
BSV | 156,290 | $12,036 | 12/31/2023 |
Connecticut Wealth Management LLC | 156,260 | $12,035 | 12/31/2023 |
BSV | 156,260 | $12,035 | 12/31/2023 |
Commerce Bank | 154,174 | $11,874 | 12/31/2023 |
BSV | 154,174 | $11,874 | 12/31/2023 |
Susquehanna International Group LLP | $11,861 | 12/31/2023 | |
BSV | 144,789 | $11,152 | 12/31/2023 |
Call | 9,200 | $709 | 12/31/2023 |
Pioneer Wealth Management Group | 153,767 | $11,789 | 03/31/2024 |
BSV | 153,767 | $11,789 | 03/31/2024 |
Stephenson & Company Inc. | 151,500 | $11,669 | 12/31/2023 |
BSV | 151,500 | $11,669 | 12/31/2023 |
EverSource Wealth Advisors LLC | 151,118 | $11,639 | 12/31/2023 |
BSV | 151,118 | $11,639 | 12/31/2023 |
FMA Wealth Management LLC | 148,931 | $11,471 | 12/31/2023 |
BSV | 148,931 | $11,471 | 12/31/2023 |
First Merchants Corp | 148,581 | $11,444 | 12/31/2023 |
BSV | 148,581 | $11,444 | 12/31/2023 |
Victory Capital Management Inc. | 148,449 | $11,434 | 12/31/2023 |
BSV | 148,449 | $11,434 | 12/31/2023 |
SigFig Wealth Management LLC | 147,191 | $11,337 | 12/31/2023 |
BSV | 147,191 | $11,337 | 12/31/2023 |
Bfsg LLC | 147,620 | $11,318 | 03/31/2024 |
BSV | 147,620 | $11,318 | 03/31/2024 |
Tritonpoint Wealth LLC | 146,413 | $11,277 | 12/31/2023 |
BSV | 146,413 | $11,277 | 12/31/2023 |
Focus Financial Network Inc. | 142,632 | $10,819 | 03/31/2024 |
BSV | 142,632 | $10,819 | 03/31/2024 |
Focus Financial Network Inc. ADV | 140,047 | $10,786 | 12/31/2023 |
BSV | 140,047 | $10,786 | 12/31/2023 |
Alaska Permanent Capital Management | 140,481 | $10,766 | 03/31/2024 |
BSV | 140,481 | $10,766 | 03/31/2024 |
Axiom Financial Strategies LLC | 138,963 | $10,703 | 12/31/2023 |
BSV | 138,963 | $10,703 | 12/31/2023 |
Tillman Hartley LLC | 138,842 | $10,694 | 12/31/2023 |
BSV | 138,842 | $10,694 | 12/31/2023 |
Man Group plc | 135,418 | $10,430 | 12/31/2023 |
BSV | 135,418 | $10,430 | 12/31/2023 |
Parker Financial LLC | 135,412 | $10,380 | 03/31/2024 |
BSV | 135,412 | $10,380 | 03/31/2024 |
Shufro Rose & Co. LLC | 137,915 | $10,367 | 12/31/2023 |
BSV | 137,915 | $10,367 | 12/31/2023 |
First American Trust FSB | 134,168 | $10,334 | 12/31/2023 |
BSV | 134,168 | $10,334 | 12/31/2023 |
Souders Financial Advisors | 133,921 | $10,315 | 12/31/2023 |
BSV | 133,921 | $10,315 | 12/31/2023 |
Waterford Advisors LLC | 132,672 | $10,218 | 12/31/2023 |
BSV | 132,672 | $10,218 | 12/31/2023 |
Soundmark Wealth Management LLC | 132,217 | $10,137 | 03/31/2024 |
BSV | 132,217 | $10,137 | 03/31/2024 |
One Day In July LLC | 130,135 | $10,023 | 12/31/2023 |
BSV | 130,135 | $10,023 | 12/31/2023 |
Kestra Advisory Services LLC | 128,850 | $9,924 | 12/31/2023 |
BSV | 128,850 | $9,924 | 12/31/2023 |
Leavell Investment Management Inc. | 129,215 | $9,907 | 03/31/2024 |
BSV | 129,215 | $9,907 | 03/31/2024 |
Galvin Gaustad & Stein LLC | 128,435 | $9,847 | 03/31/2024 |
BSV | 128,435 | $9,847 | 03/31/2024 |
Kovitz Investment Group Partners LLC | 127,853 | $9,847 | 12/31/2023 |
BSV | 127,853 | $9,847 | 12/31/2023 |
Elevate Wealth Advisory Inc. | 127,458 | $9,817 | 12/31/2023 |
BSV | 127,458 | $9,817 | 12/31/2023 |
Headinvest LLC | 125,244 | $9,646 | 12/31/2023 |
BSV | 125,244 | $9,646 | 12/31/2023 |
Trellis Wealth Advisors LLC | 125,608 | $9,630 | 03/31/2024 |
BSV | 125,608 | $9,630 | 03/31/2024 |
Exeter Financial LLC | 125,870 | $9,628 | 03/31/2024 |
BSV | 125,870 | $9,628 | 03/31/2024 |
White Lighthouse Investment Management Inc. | 122,905 | $9,466 | 12/31/2023 |
BSV | 122,905 | $9,466 | 12/31/2023 |
Scotia Capital Inc. | 121,494 | $9,357 | 12/31/2023 |
BSV | 121,494 | $9,357 | 12/31/2023 |
Day & Ennis LLC | 121,080 | $9,326 | 12/31/2023 |
BSV | 121,080 | $9,326 | 12/31/2023 |
Aspire Private Capital LLC | 121,600 | $9,323 | 03/31/2024 |
BSV | 121,600 | $9,323 | 03/31/2024 |
National Asset Management Inc. | 121,025 | $9,321 | 12/31/2023 |
BSV | 121,025 | $9,321 | 12/31/2023 |
Legacy Financial Group LLC | 119,939 | $9,196 | 03/31/2024 |
BSV | 119,939 | $9,196 | 03/31/2024 |
Delap Wealth Advisory LLC | 118,260 | $9,108 | 12/31/2023 |
BSV | 118,260 | $9,108 | 12/31/2023 |
Phillips Financial Management LLC | 118,176 | $9,061 | 03/31/2024 |
BSV | 118,176 | $9,061 | 03/31/2024 |
Bull Street Advisors LLC | 116,686 | $8,987 | 12/31/2023 |
BSV | 116,686 | $8,987 | 12/31/2023 |
First Heartland Consultants Inc. | 115,321 | $8,882 | 12/31/2023 |
BSV | 115,321 | $8,882 | 12/31/2023 |
Wealth Forward LLC | 115,059 | $8,862 | 12/31/2023 |
BSV | 115,059 | $8,862 | 12/31/2023 |
Parkside Financial Bank & Trust | 114,379 | $8,809 | 12/31/2023 |
BSV | 114,379 | $8,809 | 12/31/2023 |
Cherry Tree Wealth Management LLC | 113,644 | $8,753 | 12/31/2023 |
BSV | 113,644 | $8,753 | 12/31/2023 |
WBH Advisory Inc. | 113,809 | $8,726 | 03/31/2024 |
BSV | 113,809 | $8,726 | 03/31/2024 |
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 112,698 | $8,680 | 12/31/2023 |
BSV | 112,698 | $8,680 | 12/31/2023 |
Disciplina Capital Management LLC | 111,041 | $8,552 | 12/31/2023 |
BSV | 111,041 | $8,552 | 12/31/2023 |
Sovereign Financial Group Inc. | 111,160 | $8,523 | 03/31/2024 |
BSV | 111,160 | $8,523 | 03/31/2024 |
Natixis Advisors L.P. | 110,144 | $8,483 | 12/31/2023 |
BSV | 110,144 | $8,483 | 12/31/2023 |
Sontag Advisory LLC | 110,083 | $8,479 | 12/31/2023 |
BSV | 110,083 | $8,479 | 12/31/2023 |
South State CORP. | 108,689 | $8,371 | 12/31/2023 |
BSV | 108,689 | $8,371 | 12/31/2023 |
Zeit Capital LLC | 108,088 | $8,325 | 12/31/2023 |
BSV | 108,088 | $8,325 | 12/31/2023 |
Lwmg LLC | 107,026 | $8,243 | 12/31/2023 |
BSV | 107,026 | $8,243 | 12/31/2023 |
Houlihan Financial Resource Group Ltd. | 106,824 | $8,228 | 12/31/2023 |
BSV | 106,824 | $8,228 | 12/31/2023 |
Proequities Inc. | 105,498 | $8,125 | 12/31/2023 |
BSV | 105,498 | $8,125 | 12/31/2023 |
Garrett Investment Advisors LLC | 105,770 | $8,109 | 03/31/2024 |
BSV | 105,770 | $8,109 | 03/31/2024 |
SRS Capital Advisors Inc. | 105,065 | $8,092 | 12/31/2023 |
BSV | 105,065 | $8,092 | 12/31/2023 |
Vawter Financial Ltd. | 105,058 | $8,092 | 12/31/2023 |
BSV | 105,058 | $8,092 | 12/31/2023 |
Bessemer Group Inc. | 104,626 | $8,058 | 12/31/2023 |
BSV | 104,626 | $8,058 | 12/31/2023 |
Quadrant Capital Group LLC | 103,446 | $7,967 | 12/31/2023 |
BSV | 103,446 | $7,967 | 12/31/2023 |
Archford Capital Strategies LLC | 103,867 | $7,963 | 03/31/2024 |
BSV | 103,867 | $7,963 | 03/31/2024 |
Darrow Company Inc. | 103,283 | $7,955 | 12/31/2023 |
BSV | 103,283 | $7,955 | 12/31/2023 |
Cambridge Associates LLC MA ADV | 103,202 | $7,949 | 12/31/2023 |
BSV | 103,202 | $7,949 | 12/31/2023 |
JNBA Financial Advisors | 102,475 | $7,893 | 12/31/2023 |
BSV | 102,475 | $7,893 | 12/31/2023 |
Boston Family Office LLC | 102,234 | $7,874 | 12/31/2023 |
BSV | 102,234 | $7,874 | 12/31/2023 |
Fidato Wealth LLC | 102,058 | $7,825 | 03/31/2024 |
BSV | 102,058 | $7,825 | 03/31/2024 |
Cetera Advisors LLC | 101,479 | $7,816 | 12/31/2023 |
BSV | 101,479 | $7,816 | 12/31/2023 |
Shepherd Financial Partners LLC | 101,099 | $7,752 | 03/31/2024 |
BSV | 101,099 | $7,752 | 03/31/2024 |
RFG Advisory LLC | 100,386 | $7,697 | 03/31/2024 |
BSV | 100,386 | $7,697 | 03/31/2024 |
Oppenheimer & Co. Inc. | 99,647 | $7,675 | 12/31/2023 |
BSV | 99,647 | $7,675 | 12/31/2023 |
Eaton Cambridge Inc. | 98,661 | $7,599 | 12/31/2023 |
BSV | 98,661 | $7,599 | 12/31/2023 |
Acropolis Investment Management LLC | 97,504 | $7,476 | 03/31/2024 |
BSV | 97,504 | $7,476 | 03/31/2024 |
Simplicity Wealth LLC | 96,563 | $7,403 | 03/31/2024 |
BSV | 96,563 | $7,403 | 03/31/2024 |
NewEdge Wealth LLC | 94,903 | $7,309 | 12/31/2023 |
BSV | 94,903 | $7,309 | 12/31/2023 |
IFG Advisors LLC | 95,052 | $7,288 | 03/31/2024 |
BSV | 95,052 | $7,288 | 03/31/2024 |
Echo45 Advisors LLC | 95,006 | $7,284 | 03/31/2024 |
BSV | 95,006 | $7,284 | 03/31/2024 |
Sandy Cove Advisors LLC | 94,600 | $7,253 | 03/31/2024 |
BSV | 94,600 | $7,253 | 03/31/2024 |
Kiley Juergens Wealth Management LLC | 94,306 | $7,230 | 03/31/2024 |
BSV | 94,306 | $7,230 | 03/31/2024 |
Sawtooth Solutions LLC | 93,593 | $7,209 | 12/31/2023 |
BSV | 93,593 | $7,209 | 12/31/2023 |
Principal Securities Inc. | 93,427 | $7,196 | 12/31/2023 |
BSV | 93,427 | $7,196 | 12/31/2023 |
Continuum Advisory LLC | 92,918 | $7,157 | 12/31/2023 |
BSV | 92,918 | $7,157 | 12/31/2023 |
Mutual Advisors LLC | 91,991 | $7,085 | 12/31/2023 |
BSV | 91,991 | $7,085 | 12/31/2023 |
Evergreen Wealth Management LLC | 89,134 | $6,865 | 12/31/2023 |
BSV | 89,134 | $6,865 | 12/31/2023 |
Washington Capital Management Inc. | 88,630 | $6,795 | 03/31/2024 |
BSV | 88,630 | $6,795 | 03/31/2024 |
HTG Investment Advisors Inc. | 87,901 | $6,770 | 12/31/2023 |
BSV | 87,901 | $6,770 | 12/31/2023 |
ST Germain D J Co. Inc. | 87,895 | $6,739 | 03/31/2024 |
BSV | 87,895 | $6,739 | 03/31/2024 |
Dynamic Advisor Solutions LLC | 87,668 | $6,721 | 03/31/2024 |
BSV | 87,668 | $6,721 | 03/31/2024 |
Archvest Wealth Advisors Inc. | 86,860 | $6,690 | 12/31/2023 |
BSV | 86,860 | $6,690 | 12/31/2023 |
New York Life Investment Management LLC | 86,788 | $6,684 | 12/31/2023 |
BSV | 86,788 | $6,684 | 12/31/2023 |
Culbertson A N & Co. Inc. | 86,584 | $6,669 | 12/31/2023 |
BSV | 86,584 | $6,669 | 12/31/2023 |
Regal Investment Advisors LLC | 85,809 | $6,609 | 12/31/2023 |
BSV | 85,809 | $6,609 | 12/31/2023 |
Prudent Man Advisors LLC | 84,729 | $6,526 | 12/31/2023 |
BSV | 84,729 | $6,526 | 12/31/2023 |
RSM US Wealth Management LLC | 84,497 | $6,508 | 12/31/2023 |
BSV | 84,497 | $6,508 | 12/31/2023 |
Arcataur Capital Management LLC | 84,380 | $6,499 | 12/31/2023 |
BSV | 84,380 | $6,499 | 12/31/2023 |
IHT Wealth Management LLC | 83,892 | $6,461 | 12/31/2023 |
BSV | 83,892 | $6,461 | 12/31/2023 |
Kanawha Capital Management LLC | 83,574 | $6,437 | 12/31/2023 |
BSV | 83,574 | $6,437 | 12/31/2023 |
Capital Investment Advisors LLC | 83,433 | $6,397 | 03/31/2024 |
BSV | 83,433 | $6,397 | 03/31/2024 |
Fiduciary Group LLC | 80,299 | $6,185 | 12/31/2023 |
BSV | 80,299 | $6,185 | 12/31/2023 |
RF&L Wealth Management LLC | 79,977 | $6,160 | 12/31/2023 |
BSV | 79,977 | $6,160 | 12/31/2023 |
Rockefeller Capital Management L.P. | 79,583 | $6,130 | 12/31/2023 |
BSV | 79,583 | $6,130 | 12/31/2023 |
Karpus Management Inc. | 79,450 | $6,119 | 12/31/2023 |
BSV | 79,450 | $6,119 | 12/31/2023 |
McNaughton Wealth Management LLC | 79,451 | $6,092 | 03/31/2024 |
BSV | 79,451 | $6,092 | 03/31/2024 |
Bleakley Financial Group LLC | 79,050 | $6,088 | 12/31/2023 |
BSV | 79,050 | $6,088 | 12/31/2023 |
Macquarie Group Ltd. | 79,033 | $6,087 | 12/31/2023 |
BSV | 79,033 | $6,087 | 12/31/2023 |
City State Bank | 78,689 | $6,033 | 03/31/2024 |
BSV | 78,689 | $6,033 | 03/31/2024 |
Cranbrook Wealth Management LLC | 78,303 | $6,003 | 03/31/2024 |
BSV | 78,303 | $6,003 | 03/31/2024 |
Patriot Investment Management Inc. | 76,694 | $5,880 | 03/31/2024 |
BSV | 76,694 | $5,880 | 03/31/2024 |
Financial Advisors Network Inc. | 74,678 | $5,752 | 12/31/2023 |
BSV | 74,678 | $5,752 | 12/31/2023 |
FineMark National Bank & Trust | 73,741 | $5,680 | 12/31/2023 |
BSV | 73,741 | $5,680 | 12/31/2023 |
Relative Value Partners Group LLC | 73,731 | $5,679 | 12/31/2023 |
BSV | 73,731 | $5,679 | 12/31/2023 |
Crabel Capital Management LLC | 73,495 | $5,661 | 12/31/2023 |
BSV | 73,495 | $5,661 | 12/31/2023 |
Prosperity Planning Inc. | 73,532 | $5,638 | 03/31/2024 |
BSV | 73,532 | $5,638 | 03/31/2024 |
Thrivent Financial for Lutherans | 72,834 | $5,610 | 12/31/2023 |
BSV | 72,834 | $5,610 | 12/31/2023 |
Team Financial Group LLC | 72,649 | $5,595 | 12/31/2023 |
BSV | 72,649 | $5,595 | 12/31/2023 |
Telemus Capital LLC | 71,821 | $5,532 | 12/31/2023 |
BSV | 71,821 | $5,532 | 12/31/2023 |
DBK Financial Counsel LLC | 71,378 | $5,473 | 03/31/2024 |
BSV | 71,378 | $5,473 | 03/31/2024 |
Forza Wealth Management LLC | 71,042 | $5,447 | 03/31/2024 |
BSV | 71,042 | $5,447 | 03/31/2024 |
Meridian Wealth Management LLC | 69,998 | $5,391 | 12/31/2023 |
BSV | 69,998 | $5,391 | 12/31/2023 |
IFG Advisory LLC | 69,548 | $5,357 | 12/31/2023 |
BSV | 69,548 | $5,357 | 12/31/2023 |
PFG Investments LLC | 69,738 | $5,347 | 03/31/2024 |
BSV | 69,738 | $5,347 | 03/31/2024 |
PAX Financial Group LLC | 69,693 | $5,345 | 12/31/2023 |
BSV | 69,693 | $5,345 | 12/31/2023 |
Financial Advocates Investment Management | 69,307 | $5,338 | 12/31/2023 |
BSV | 69,307 | $5,338 | 12/31/2023 |
Rathbone Brothers plc | 68,485 | $5,275 | 12/31/2023 |
BSV | 68,485 | $5,275 | 12/31/2023 |
OneAscent Financial Services LLC | 68,410 | $5,245 | 03/31/2024 |
BSV | 68,410 | $5,245 | 03/31/2024 |
Bank of Hawaii | 67,517 | $5,200 | 12/31/2023 |
BSV | 67,517 | $5,200 | 12/31/2023 |
Neumann Capital Management LLC | 67,129 | $5,170 | 12/31/2023 |
BSV | 67,129 | $5,170 | 12/31/2023 |
Global Assets Advisory LLC | 67,382 | $5,166 | 03/31/2024 |
BSV | 67,382 | $5,166 | 03/31/2024 |
Essential Planning LLC. | 66,376 | $5,112 | 12/31/2023 |
BSV | 66,376 | $5,112 | 12/31/2023 |
Consolidated Portfolio Review Corp | 64,622 | $4,977 | 12/31/2023 |
BSV | 64,622 | $4,977 | 12/31/2023 |
CIBC World Markets Inc. | 64,232 | $4,947 | 12/31/2023 |
BSV | 64,232 | $4,947 | 12/31/2023 |
SNS Financial Group LLC | 64,512 | $4,946 | 03/31/2024 |
BSV | 64,512 | $4,946 | 03/31/2024 |
Brown Advisory Inc. | 64,330 | $4,932 | 03/31/2024 |
BSV | 64,330 | $4,932 | 03/31/2024 |
Whittier Trust Co. | 63,569 | $4,896 | 12/31/2023 |
BSV | 63,569 | $4,896 | 12/31/2023 |
Clarity Capital Advisors LLC | 63,592 | $4,876 | 03/31/2024 |
BSV | 63,592 | $4,876 | 03/31/2024 |
Wescott Financial Advisory Group LLC | 62,076 | $4,781 | 12/31/2023 |
BSV | 62,076 | $4,781 | 12/31/2023 |
LM Advisors LLC | 62,050 | $4,779 | 12/31/2023 |
BSV | 62,050 | $4,779 | 12/31/2023 |
BancFirst Trust & Investment Management | 61,732 | $4,733 | 03/31/2024 |
BSV | 61,732 | $4,733 | 03/31/2024 |
Calamos Wealth Management LLC | 60,737 | $4,678 | 12/31/2023 |
BSV | 60,737 | $4,678 | 12/31/2023 |
AlphaStar Capital Management LLC | 60,481 | $4,658 | 12/31/2023 |
BSV | 60,481 | $4,658 | 12/31/2023 |
Elevated Capital Advisors LLC | 60,510 | $4,639 | 03/31/2024 |
BSV | 60,510 | $4,639 | 03/31/2024 |
Advisory Services Network LLC | 59,872 | $4,611 | 12/31/2023 |
BSV | 59,872 | $4,611 | 12/31/2023 |
Ackerman Capital Advisors LLC | 59,470 | $4,560 | 03/31/2024 |
BSV | 59,470 | $4,560 | 03/31/2024 |
NorthCrest Asset Manangement LLC | 59,110 | $4,532 | 03/31/2024 |
BSV | 59,110 | $4,532 | 03/31/2024 |
We Are One Seven LLC | 58,644 | $4,517 | 12/31/2023 |
BSV | 58,644 | $4,517 | 12/31/2023 |
C M Bidwell & Associates Ltd. | 58,472 | $4,504 | 12/31/2023 |
BSV | 58,472 | $4,504 | 12/31/2023 |
Global Retirement Partners LLC | 58,200 | $4,462 | 03/31/2024 |
BSV | 58,200 | $4,462 | 03/31/2024 |
Huntington National Bank | 57,924 | $4,461 | 12/31/2023 |
BSV | 57,924 | $4,461 | 12/31/2023 |
Affinity Capital Advisors LLC | 57,900 | $4,439 | 03/31/2024 |
BSV | 57,900 | $4,439 | 03/31/2024 |
Arcadia Wealth Management LLC | 57,628 | $4,438 | 12/31/2023 |
BSV | 57,628 | $4,438 | 12/31/2023 |
Rockbridge Investment Management LCC | 56,956 | $4,387 | 12/31/2023 |
BSV | 56,956 | $4,387 | 12/31/2023 |
Wsfs Capital Management LLC | 56,757 | $4,371 | 12/31/2023 |
BSV | 56,757 | $4,371 | 12/31/2023 |
Harbour Trust & Investment Management Co | 56,939 | $4,366 | 03/31/2024 |
BSV | 56,939 | $4,366 | 03/31/2024 |
TRUE Private Wealth Advisors | 56,520 | $4,353 | 12/31/2023 |
BSV | 56,520 | $4,353 | 12/31/2023 |
Avion Wealth | 56,256 | $4,333 | 12/31/2023 |
BSV | 56,256 | $4,333 | 12/31/2023 |
Morris Financial Concepts Inc. | 56,252 | $4,313 | 03/31/2024 |
BSV | 56,252 | $4,313 | 03/31/2024 |
Sunesis Advisors LLC | 55,495 | $4,274 | 12/31/2023 |
BSV | 55,495 | $4,274 | 12/31/2023 |
Integrated Wealth Concepts LLC | 55,119 | $4,245 | 12/31/2023 |
BSV | 55,119 | $4,245 | 12/31/2023 |
Slow Capital Inc. | 55,118 | $4,226 | 03/31/2024 |
BSV | 55,118 | $4,226 | 03/31/2024 |
Haverford Trust Co. | 54,617 | $4,207 | 12/31/2023 |
BSV | 54,617 | $4,207 | 12/31/2023 |
One Degree Advisors Inc | 54,755 | $4,196 | 12/31/2023 |
BSV | 54,755 | $4,196 | 12/31/2023 |
Stratos Wealth Advisors LLC | 54,250 | $4,159 | 03/31/2024 |
BSV | 54,250 | $4,159 | 03/31/2024 |
Spire Wealth Management | 54,186 | $4,154 | 03/31/2024 |
BSV | 54,186 | $4,154 | 03/31/2024 |
Baker Avenue Asset Management LP | 53,836 | $4,146 | 12/31/2023 |
BSV | 53,836 | $4,146 | 12/31/2023 |
IFP Advisors Inc | 53,805 | $4,144 | 12/31/2023 |
BSV | 53,805 | $4,144 | 12/31/2023 |
Ascent Group LLC | 54,028 | $4,144 | 12/31/2023 |
BSV | 54,028 | $4,144 | 12/31/2023 |
Pure Financial Advisors Inc. | 53,681 | $4,116 | 03/31/2024 |
BSV | 53,681 | $4,116 | 03/31/2024 |
Naples Global Advisors LLC | 53,298 | $4,105 | 12/31/2023 |
BSV | 53,298 | $4,105 | 12/31/2023 |
Moller Financial Services | 53,190 | $4,078 | 03/31/2024 |
BSV | 53,190 | $4,078 | 03/31/2024 |
Courage Miller Partners LLC | 52,905 | $4,056 | 03/31/2024 |
BSV | 52,905 | $4,056 | 03/31/2024 |
Bull Oak Capital LLC | 52,491 | $4,024 | 03/31/2024 |
BSV | 52,491 | $4,024 | 03/31/2024 |
TFC Financial Management | 52,246 | $4,024 | 12/31/2023 |
BSV | 52,246 | $4,024 | 12/31/2023 |
Strategic Investment Advisors MI | 51,466 | $3,946 | 03/31/2024 |
BSV | 51,466 | $3,946 | 03/31/2024 |
TCTC Holdings LLC | 51,146 | $3,939 | 12/31/2023 |
BSV | 51,146 | $3,939 | 12/31/2023 |
First Hawaiian Bank | 51,112 | $3,919 | 03/31/2024 |
BSV | 51,112 | $3,919 | 03/31/2024 |
Redhawk Wealth Advisors Inc. | 50,801 | $3,913 | 12/31/2023 |
BSV | 50,801 | $3,913 | 12/31/2023 |
Signature Securities Group Corporation | 51,001 | $3,910 | 03/31/2024 |
BSV | 51,001 | $3,910 | 03/31/2024 |
Crestwood Advisors Group LLC | 50,145 | $3,862 | 12/31/2023 |
BSV | 50,145 | $3,862 | 12/31/2023 |
Beaird Harris Wealth Management LLC | 49,963 | $3,848 | 12/31/2023 |
BSV | 49,963 | $3,848 | 12/31/2023 |
Stone Point Wealth LLC | 49,943 | $3,847 | 12/31/2023 |
BSV | 49,943 | $3,847 | 12/31/2023 |
Moneta Group Investment Advisors LLC | 49,743 | $3,831 | 12/31/2023 |
BSV | 49,743 | $3,831 | 12/31/2023 |
Welch & Forbes LLC | 49,505 | $3,813 | 12/31/2023 |
BSV | 49,505 | $3,813 | 12/31/2023 |
Madrona Financial Services LLC | 49,502 | $3,795 | 03/31/2024 |
BSV | 49,502 | $3,795 | 03/31/2024 |
Lake Street Advisors Group LLC | 49,226 | $3,791 | 12/31/2023 |
BSV | 49,226 | $3,791 | 12/31/2023 |
EisnerAmper Wealth Management Corporate Benefits LLC | 48,890 | $3,765 | 12/31/2023 |
BSV | 48,890 | $3,765 | 12/31/2023 |
LongView Wealth Management | 49,097 | $3,764 | 03/31/2024 |
BSV | 49,097 | $3,764 | 03/31/2024 |
Integrated Investment Consultants LLC | 48,480 | $3,717 | 03/31/2024 |
BSV | 48,480 | $3,717 | 03/31/2024 |
Semmax Financial Advisors Inc. | 48,395 | $3,695 | 12/31/2023 |
BSV | 48,395 | $3,695 | 12/31/2023 |
Colorado Capital Management Inc. | 48,152 | $3,692 | 03/31/2024 |
BSV | 48,152 | $3,692 | 03/31/2024 |
FIDELIS iM LLC | 47,850 | $3,668 | 03/31/2024 |
BSV | 47,850 | $3,668 | 03/31/2024 |
Everett Harris & Co. CA | 47,620 | $3,651 | 03/31/2024 |
BSV | 47,620 | $3,651 | 03/31/2024 |
Deutsche Bank AG | 47,090 | $3,627 | 12/31/2023 |
BSV | 47,090 | $3,627 | 12/31/2023 |
BNP Paribas Arbitrage SA | 47,010 | $3,621 | 12/31/2023 |
BSV | 47,010 | $3,621 | 12/31/2023 |
Hanlon Investment Management Inc. | 46,959 | $3,617 | 12/31/2023 |
BSV | 46,959 | $3,617 | 12/31/2023 |
BLB&B Advisors LLC | 46,664 | $3,594 | 12/31/2023 |
BSV | 46,664 | $3,594 | 12/31/2023 |
GeoWealth Management LLC | 46,630 | $3,591 | 12/31/2023 |
BSV | 46,630 | $3,591 | 12/31/2023 |
TI Trust Inc. | 46,114 | $3,552 | 12/31/2023 |
BSV | 46,114 | $3,552 | 12/31/2023 |
Novak & Powell Financial Services Inc. | 45,906 | $3,536 | 12/31/2023 |
BSV | 45,906 | $3,536 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 45,735 | $3,522 | 12/31/2023 |
BSV | 45,735 | $3,522 | 12/31/2023 |
AGF Management Ltd. | 45,710 | $3,521 | 12/31/2023 |
BSV | 45,710 | $3,521 | 12/31/2023 |
Hohimer Wealth Management LLC | 45,520 | $3,506 | 12/31/2023 |
BSV | 45,520 | $3,506 | 12/31/2023 |
Forum Private Client Group LLC | 45,523 | $3,506 | 12/31/2023 |
BSV | 45,523 | $3,506 | 12/31/2023 |
Fonville Wealth Management LLC | 45,319 | $3,490 | 12/31/2023 |
BSV | 45,319 | $3,490 | 12/31/2023 |
Becker Capital Management Inc. | 45,286 | $3,488 | 12/31/2023 |
BSV | 45,286 | $3,488 | 12/31/2023 |
Northstar Group Inc. | 44,950 | $3,446 | 03/31/2024 |
BSV | 44,950 | $3,446 | 03/31/2024 |
Wealth Architects LLC | 44,334 | $3,415 | 12/31/2023 |
BSV | 44,334 | $3,415 | 12/31/2023 |
SOL Capital Management CO | 44,485 | $3,411 | 03/31/2024 |
BSV | 44,485 | $3,411 | 03/31/2024 |
Raymond James Trust N.A. | 44,413 | $3,405 | 03/31/2024 |
BSV | 44,413 | $3,405 | 03/31/2024 |
JNB Advisors LLC | 43,482 | $3,349 | 12/31/2023 |
BSV | 43,482 | $3,349 | 12/31/2023 |
Integrated Advisors Network LLC | 42,760 | $3,293 | 12/31/2023 |
BSV | 42,760 | $3,293 | 12/31/2023 |
Unison Advisors LLC | 42,881 | $3,288 | 03/31/2024 |
BSV | 42,881 | $3,288 | 03/31/2024 |
Treynor Bancshares Inc. | 42,563 | $3,278 | 12/31/2023 |
BSV | 42,563 | $3,278 | 12/31/2023 |
Red Mountain Financial LLC | 42,455 | $3,270 | 12/31/2023 |
BSV | 42,455 | $3,270 | 12/31/2023 |
ACR Alpine Capital Research LLC | 41,682 | $3,210 | 12/31/2023 |
BSV | 41,682 | $3,210 | 12/31/2023 |
Sterling Financial Planning Inc. | 41,617 | $3,205 | 12/31/2023 |
BSV | 41,617 | $3,205 | 12/31/2023 |
Aquire Wealth Advisors LLC | 41,538 | $3,199 | 12/31/2023 |
BSV | 41,538 | $3,199 | 12/31/2023 |
Bath Savings Trust Co | 41,439 | $3,177 | 03/31/2024 |
BSV | 41,439 | $3,177 | 03/31/2024 |
Fifth Third Securities Inc. | 41,379 | $3,172 | 03/31/2024 |
BSV | 41,379 | $3,172 | 03/31/2024 |
Lazard Asset Management LLC | 40,983 | $3,156 | 12/31/2023 |
BSV | 40,983 | $3,156 | 12/31/2023 |
Financial Engines Advisors L.L.C. | 40,858 | $3,147 | 12/31/2023 |
BSV | 40,858 | $3,147 | 12/31/2023 |
Anchor Capital Advisors LLC | 40,697 | $3,134 | 12/31/2023 |
BSV | 40,697 | $3,134 | 12/31/2023 |
J.W. Cole Advisors Inc. | 40,593 | $3,126 | 12/31/2023 |
BSV | 40,593 | $3,126 | 12/31/2023 |
Northwest Wealth Management LLC | 40,584 | $3,126 | 12/31/2023 |
BSV | 40,584 | $3,126 | 12/31/2023 |
Per Stirling Capital Management LLC. | 40,301 | $3,104 | 12/31/2023 |
BSV | 40,301 | $3,104 | 12/31/2023 |
Alpha Omega Wealth Management LLC | 39,860 | $3,056 | 03/31/2024 |
BSV | 39,860 | $3,056 | 03/31/2024 |
Oppenheimer Asset Management Inc. | 39,294 | $3,026 | 12/31/2023 |
BSV | 39,294 | $3,026 | 12/31/2023 |
Pine Harbor Wealth Management LLC | 39,038 | $3,007 | 12/31/2023 |
BSV | 39,038 | $3,007 | 12/31/2023 |
Eastern Bank | 38,860 | $2,993 | 12/31/2023 |
BSV | 38,860 | $2,993 | 12/31/2023 |
Great Lakes Retirement Inc. | 38,534 | $2,968 | 12/31/2023 |
BSV | 38,534 | $2,968 | 12/31/2023 |
Family Wealth Partners LLC | 38,600 | $2,959 | 03/31/2024 |
BSV | 38,600 | $2,959 | 03/31/2024 |
Cresset Asset Management LLC | 38,385 | $2,956 | 12/31/2023 |
BSV | 38,385 | $2,956 | 12/31/2023 |
Smartleaf Asset Management LLC | 38,036 | $2,938 | 12/31/2023 |
BSV | 38,036 | $2,938 | 12/31/2023 |
OMNI 360 Wealth Inc. | 37,903 | $2,906 | 03/31/2024 |
BSV | 37,903 | $2,906 | 03/31/2024 |
Pathstone Holdings LLC | 37,623 | $2,898 | 12/31/2023 |
BSV | 37,623 | $2,898 | 12/31/2023 |
Wealthfront Advisers LLC | 37,508 | $2,876 | 03/31/2024 |
BSV | 37,508 | $2,876 | 03/31/2024 |
180 Wealth Advisors LLC | 37,270 | $2,857 | 03/31/2024 |
BSV | 37,270 | $2,857 | 03/31/2024 |
Provident Wealth Management LLC | 37,226 | $2,854 | 03/31/2024 |
BSV | 37,226 | $2,854 | 03/31/2024 |
New Capital Management LP | 37,070 | $2,842 | 03/31/2024 |
BSV | 37,070 | $2,842 | 03/31/2024 |
Rosenberg Matthew Hamilton | 37,221 | $2,840 | 03/31/2024 |
BSV | 37,221 | $2,840 | 03/31/2024 |
FSB Premier Wealth Management Inc. | 36,683 | $2,825 | 12/31/2023 |
BSV | 36,683 | $2,825 | 12/31/2023 |
Cary Street Partners Investment Advisory LLC | 36,606 | $2,819 | 12/31/2023 |
BSV | 36,606 | $2,819 | 12/31/2023 |
American Investment Services Inc. | 36,135 | $2,783 | 12/31/2023 |
BSV | 36,135 | $2,783 | 12/31/2023 |
HT Partners LLC | 35,808 | $2,745 | 03/31/2024 |
BSV | 35,808 | $2,745 | 03/31/2024 |
Proffitt & Goodson Inc. | 35,764 | $2,742 | 03/31/2024 |
BSV | 35,764 | $2,742 | 03/31/2024 |
Patten Group Inc. | 35,594 | $2,729 | 03/31/2024 |
BSV | 35,594 | $2,729 | 03/31/2024 |
Apexium Financial LP | 35,351 | $2,710 | 03/31/2024 |
BSV | 35,351 | $2,710 | 03/31/2024 |
Boston Private Wealth LLC | 34,957 | $2,692 | 12/31/2023 |
BSV | 34,957 | $2,692 | 12/31/2023 |
Harbour Investments Inc. | 34,748 | $2,676 | 12/31/2023 |
BSV | 34,748 | $2,676 | 12/31/2023 |
Cadent Capital Advisors LLC | 34,841 | $2,671 | 03/31/2024 |
BSV | 34,841 | $2,671 | 03/31/2024 |
FC Advisory LLC | 34,810 | $2,669 | 03/31/2024 |
BSV | 34,810 | $2,669 | 03/31/2024 |
Koshinski Asset Management Inc. | 34,567 | $2,662 | 12/31/2023 |
BSV | 34,567 | $2,662 | 12/31/2023 |
Watershed Private Wealth LLC | 34,358 | $2,646 | 12/31/2023 |
BSV | 34,358 | $2,646 | 12/31/2023 |
Aua Capital Management LLC | 34,418 | $2,639 | 03/31/2024 |
BSV | 34,418 | $2,639 | 03/31/2024 |
Ashton Thomas Private Wealth LLC | 34,418 | $2,639 | 03/31/2024 |
BSV | 34,418 | $2,639 | 03/31/2024 |
Thomasville National Bank | 34,144 | $2,618 | 03/31/2024 |
BSV | 34,144 | $2,618 | 03/31/2024 |
Verum Partners LLC | 34,083 | $2,613 | 03/31/2024 |
BSV | 34,083 | $2,613 | 03/31/2024 |
Wela Strategies Inc. | 33,909 | $2,600 | 03/31/2024 |
BSV | 33,909 | $2,600 | 03/31/2024 |
Mengis Capital Management Inc. | 33,739 | $2,599 | 12/31/2023 |
BSV | 33,739 | $2,599 | 12/31/2023 |
Sage Investment Advisers LLC | 33,530 | $2,571 | 03/31/2024 |
BSV | 33,530 | $2,571 | 03/31/2024 |
Hollencrest Capital Management | 33,333 | $2,567 | 12/31/2023 |
BSV | 33,333 | $2,567 | 12/31/2023 |
Howard Financial Services LTD. | 33,341 | $2,556 | 03/31/2024 |
BSV | 33,341 | $2,556 | 03/31/2024 |
Great Valley Advisor Group Inc. | 32,522 | $2,505 | 12/31/2023 |
BSV | 32,522 | $2,505 | 12/31/2023 |
Successful Portfolios LLC | 32,549 | $2,496 | 03/31/2024 |
BSV | 32,549 | $2,496 | 03/31/2024 |
Everhart Financial Group Inc. | 32,319 | $2,489 | 12/31/2023 |
BSV | 32,319 | $2,489 | 12/31/2023 |
Enstar Group LTD | 32,166 | $2,477 | 12/31/2023 |
BSV | 32,166 | $2,477 | 12/31/2023 |
Sage Advisory Services Ltd.Co. | 32,137 | $2,475 | 12/31/2023 |
BSV | 32,137 | $2,475 | 12/31/2023 |
Investment Partners LTD. | 31,718 | $2,432 | 03/31/2024 |
BSV | 31,718 | $2,432 | 03/31/2024 |
Frontier Asset Management LLC | 31,212 | $2,404 | 12/31/2023 |
BSV | 31,212 | $2,404 | 12/31/2023 |
Plancorp LLC | 31,020 | $2,389 | 12/31/2023 |
BSV | 31,020 | $2,389 | 12/31/2023 |
Stephens Inc. AR | 30,886 | $2,379 | 12/31/2023 |
BSV | 30,886 | $2,379 | 12/31/2023 |
MMA Asset Management LLC | 30,944 | $2,372 | 12/31/2023 |
BSV | 30,944 | $2,372 | 12/31/2023 |
Country Club Bank GFN | 30,768 | $2,359 | 03/31/2024 |
BSV | 30,768 | $2,359 | 03/31/2024 |
Evanson Asset Management LLC | 30,395 | $2,330 | 03/31/2024 |
BSV | 30,395 | $2,330 | 03/31/2024 |
SeaBridge Investment Advisors LLC | 30,192 | $2,325 | 12/31/2023 |
BSV | 30,192 | $2,325 | 12/31/2023 |
Selective Wealth Management Inc. | 30,505 | $2,315 | 03/31/2024 |
BSV | 30,505 | $2,315 | 03/31/2024 |
Eclectic Associates Inc. ADV | 30,163 | $2,313 | 03/31/2024 |
BSV | 30,163 | $2,313 | 03/31/2024 |
Lodestone Wealth Management LLC | 29,980 | $2,309 | 12/31/2023 |
BSV | 29,980 | $2,309 | 12/31/2023 |
SC&H Financial Advisors Inc. | 29,958 | $2,307 | 12/31/2023 |
BSV | 29,958 | $2,307 | 12/31/2023 |
BHK Investment Advisors LLC | 29,871 | $2,301 | 12/31/2023 |
BSV | 29,871 | $2,301 | 12/31/2023 |
Arbor Wealth Advisors LLC | 29,869 | $2,290 | 03/31/2024 |
BSV | 29,869 | $2,290 | 03/31/2024 |
Alesco Advisors LLC | 29,727 | $2,290 | 12/31/2023 |
BSV | 29,727 | $2,290 | 12/31/2023 |
UMB Bank N A MO | 29,710 | $2,288 | 12/31/2023 |
BSV | 29,710 | $2,288 | 12/31/2023 |
Perfromance Wealth Partners LLC | 29,341 | $2,260 | 12/31/2023 |
BSV | 29,341 | $2,260 | 12/31/2023 |
Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 29,244 | $2,252 | 12/31/2023 |
BSV | 29,244 | $2,252 | 12/31/2023 |
Main Street Financial Solutions LLC | 29,258 | $2,243 | 03/31/2024 |
BSV | 29,258 | $2,243 | 03/31/2024 |
Cary Street Partners Asset Management LLC | 29,123 | $2,243 | 12/31/2023 |
BSV | 29,123 | $2,243 | 12/31/2023 |
Bragg Financial Advisors Inc | 28,886 | $2,225 | 12/31/2023 |
BSV | 28,886 | $2,225 | 12/31/2023 |
BOKF NA | 28,874 | $2,224 | 12/31/2023 |
BSV | 28,874 | $2,224 | 12/31/2023 |
Grey Fox Wealth Advisors LLC | 28,810 | $2,209 | 03/31/2024 |
BSV | 28,810 | $2,209 | 03/31/2024 |
Aletheian Wealth Advisors LLC | 28,673 | $2,198 | 03/31/2024 |
BSV | 28,673 | $2,198 | 03/31/2024 |
Csenge Advisory Group | 28,468 | $2,193 | 12/31/2023 |
BSV | 28,468 | $2,193 | 12/31/2023 |
Parallel Advisors LLC | 28,264 | $2,177 | 12/31/2023 |
BSV | 28,264 | $2,177 | 12/31/2023 |
Burkett Financial Services LLC | 28,313 | $2,171 | 03/31/2024 |
BSV | 28,313 | $2,171 | 03/31/2024 |
Equitable Holdings Inc. | 28,169 | $2,170 | 12/31/2023 |
BSV | 28,169 | $2,170 | 12/31/2023 |
Neuberger Berman Group LLC | 27,884 | $2,148 | 12/31/2023 |
BSV | 27,884 | $2,148 | 12/31/2023 |
Arkadios Wealth Advisors | 27,815 | $2,142 | 12/31/2023 |
BSV | 27,815 | $2,142 | 12/31/2023 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 27,540 | $2,137 | 12/31/2023 |
BSV | 27,540 | $2,137 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 27,748 | $2,137 | 12/31/2023 |
BSV | 27,748 | $2,137 | 12/31/2023 |
Carolinas Wealth Consulting LLC | 27,740 | $2,137 | 12/31/2023 |
BSV | 27,740 | $2,137 | 12/31/2023 |
Roundview Capital LLC | 27,718 | $2,135 | 12/31/2023 |
BSV | 27,718 | $2,135 | 12/31/2023 |
Simplify Asset Management Inc. | 27,712 | $2,134 | 12/31/2023 |
BSV | 27,712 | $2,134 | 12/31/2023 |
Propel Bio Management LLC | 27,712 | $2,134 | 12/31/2023 |
BSV | 27,712 | $2,134 | 12/31/2023 |
Family Legacy Inc. | 27,817 | $2,133 | 03/31/2024 |
BSV | 27,817 | $2,133 | 03/31/2024 |
SILVER OAK SECURITIES Inc | 27,585 | $2,125 | 12/31/2023 |
BSV | 27,585 | $2,125 | 12/31/2023 |
Arrowroot Family Office LLC | 27,590 | $2,125 | 12/31/2023 |
BSV | 27,590 | $2,125 | 12/31/2023 |
AHL Investment Management Inc. | 27,608 | $2,117 | 03/31/2024 |
BSV | 27,608 | $2,117 | 03/31/2024 |
Synovus Financial Corp | 27,354 | $2,108 | 12/31/2023 |
BSV | 27,354 | $2,108 | 12/31/2023 |
Massachusetts Wealth Management | 27,425 | $2,103 | 03/31/2024 |
BSV | 27,425 | $2,103 | 03/31/2024 |
Juncture Wealth Strategies LLC | 27,396 | $2,100 | 03/31/2024 |
BSV | 27,396 | $2,100 | 03/31/2024 |
Wedbush Securities Inc. | 27,086 | $2,086 | 12/31/2023 |
BSV | 27,086 | $2,086 | 12/31/2023 |
Axiom Advisory LLC | 27,163 | $2,083 | 03/31/2024 |
BSV | 27,163 | $2,083 | 03/31/2024 |
Biltmore Family Office LLC | 27,047 | $2,083 | 12/31/2023 |
BSV | 27,047 | $2,083 | 12/31/2023 |
Sigma Planning Corp | 26,653 | $2,053 | 12/31/2023 |
BSV | 26,653 | $2,053 | 12/31/2023 |
Compass Ion Advisors LLC | 26,714 | $2,048 | 03/31/2024 |
BSV | 26,714 | $2,048 | 03/31/2024 |
Leeward Financial Partners LLC | 26,485 | $2,031 | 03/31/2024 |
BSV | 26,485 | $2,031 | 03/31/2024 |
Global Wealth Management Investment Advisory Inc. | 26,348 | $2,029 | 12/31/2023 |
BSV | 26,348 | $2,029 | 12/31/2023 |
Invictus Private Wealth LLC | 26,243 | $2,021 | 12/31/2023 |
BSV | 26,243 | $2,021 | 12/31/2023 |
Foundations Investment Advisors LLC | 26,062 | $2,012 | 12/31/2023 |
BSV | 26,062 | $2,012 | 12/31/2023 |
Navalign LLC | 26,222 | $2,010 | 03/31/2024 |
BSV | 26,222 | $2,010 | 03/31/2024 |
Geneos Wealth Management Inc. | 25,810 | $1,988 | 12/31/2023 |
BSV | 25,810 | $1,988 | 12/31/2023 |
Lido Advisors LLC | 25,707 | $1,980 | 12/31/2023 |
BSV | 25,707 | $1,980 | 12/31/2023 |
Pinnacle Financial Partners Inc. | 25,621 | $1,973 | 12/31/2023 |
BSV | 25,621 | $1,973 | 12/31/2023 |
Chicago Partners Investment Group LLC | 25,558 | $1,964 | 12/31/2023 |
BSV | 25,558 | $1,964 | 12/31/2023 |
H&H Retirement Design & Management INC | 25,733 | $1,954 | 03/31/2024 |
BSV | 25,733 | $1,954 | 03/31/2024 |
EP Wealth Advisors LLC | 25,192 | $1,940 | 12/31/2023 |
BSV | 25,192 | $1,940 | 12/31/2023 |
Hallmark Capital Management Inc. | 24,666 | $1,900 | 12/31/2023 |
BSV | 24,666 | $1,900 | 12/31/2023 |
MBL Wealth LLC | 24,520 | $1,880 | 03/31/2024 |
BSV | 24,520 | $1,880 | 03/31/2024 |
Nations Financial Group Inc. IA ADV | 24,443 | $1,874 | 03/31/2024 |
BSV | 24,443 | $1,874 | 03/31/2024 |
Jmac Enterprises LLC | 24,299 | $1,872 | 12/31/2023 |
BSV | 24,299 | $1,872 | 12/31/2023 |
Valley Financial Group Inc. | 24,106 | $1,857 | 12/31/2023 |
BSV | 24,106 | $1,857 | 12/31/2023 |
Colony Group LLC | 23,928 | $1,843 | 12/31/2023 |
BSV | 23,928 | $1,843 | 12/31/2023 |
Kovack Advisors Inc. | 24,003 | $1,840 | 03/31/2024 |
BSV | 24,003 | $1,840 | 03/31/2024 |
PFG Advisors | 23,848 | $1,837 | 12/31/2023 |
BSV | 23,848 | $1,837 | 12/31/2023 |
Wiley BROS. Aintree Capital LLC | 23,129 | $1,811 | 03/31/2024 |
BSV | 23,129 | $1,811 | 03/31/2024 |
Jackson Creek Investment Advisors LLC | 23,387 | $1,801 | 12/31/2023 |
BSV | 23,387 | $1,801 | 12/31/2023 |
Calton & Associates Inc. | 23,363 | $1,791 | 03/31/2024 |
BSV | 23,363 | $1,791 | 03/31/2024 |
UG Investment Advisers Ltd. | 23,000 | $1,771 | 12/31/2023 |
BSV | 23,000 | $1,771 | 12/31/2023 |
RCS Financial Planning LLC | 22,924 | $1,766 | 12/31/2023 |
BSV | 22,924 | $1,766 | 12/31/2023 |
Kingsview Wealth Management LLC | 22,786 | $1,755 | 12/31/2023 |
BSV | 22,786 | $1,755 | 12/31/2023 |
ProVise Management Group LLC | 22,617 | $1,742 | 12/31/2023 |
BSV | 22,617 | $1,742 | 12/31/2023 |
Golden State Equity Partners | 22,541 | $1,736 | 12/31/2023 |
BSV | 22,541 | $1,736 | 12/31/2023 |
Capital Group Private Client Services Inc. | 21,974 | $1,692 | 12/31/2023 |
BSV | 21,974 | $1,692 | 12/31/2023 |
Washington Trust Bank | 21,805 | $1,679 | 12/31/2023 |
BSV | 21,805 | $1,679 | 12/31/2023 |
Peregrine Asset Advisers Inc. | 21,796 | $1,679 | 12/31/2023 |
BSV | 21,796 | $1,679 | 12/31/2023 |
Eagle Strategies LLC | 21,713 | $1,665 | 03/31/2024 |
BSV | 21,713 | $1,665 | 03/31/2024 |
Keybank National Association OH | 21,565 | $1,661 | 12/31/2023 |
BSV | 21,565 | $1,661 | 12/31/2023 |
KMG Fiduciary Partners LLC | 21,654 | $1,660 | 03/31/2024 |
BSV | 21,654 | $1,660 | 03/31/2024 |
Advisory Alpha LLC | 21,451 | $1,652 | 12/31/2023 |
BSV | 21,451 | $1,652 | 12/31/2023 |
Massmutual Trust Co. FSB ADV | 21,289 | $1,632 | 03/31/2024 |
BSV | 21,289 | $1,632 | 03/31/2024 |
Fiera Capital Corp | 21,153 | $1,629 | 12/31/2023 |
BSV | 21,153 | $1,629 | 12/31/2023 |
Prospera Financial Services Inc | 21,063 | $1,622 | 12/31/2023 |
BSV | 21,063 | $1,622 | 12/31/2023 |
Aspiriant LLC | 21,125 | $1,620 | 03/31/2024 |
BSV | 21,125 | $1,620 | 03/31/2024 |
Larson Financial Group LLC | 20,755 | $1,599 | 12/31/2023 |
BSV | 20,755 | $1,599 | 12/31/2023 |
Ballentine Capital Advisors Inc | 20,773 | $1,597 | 12/31/2023 |
BSV | 20,773 | $1,597 | 12/31/2023 |
Ascent Wealth Partners LLC | 20,666 | $1,592 | 12/31/2023 |
BSV | 20,666 | $1,592 | 12/31/2023 |
Hardy Reed LLC | 20,631 | $1,589 | 12/31/2023 |
BSV | 20,631 | $1,589 | 12/31/2023 |
Waller Financial Planning Group Inc. | 20,420 | $1,566 | 03/31/2024 |
BSV | 20,420 | $1,566 | 03/31/2024 |
NBC Securities Inc. | 20,381 | $1,562 | 03/31/2024 |
BSV | 20,381 | $1,562 | 03/31/2024 |
Allen Investment Management LLC | 20,204 | $1,556 | 12/31/2023 |
BSV | 20,204 | $1,556 | 12/31/2023 |
Rappaport Reiches Capital Management LLC | 20,230 | $1,551 | 03/31/2024 |
BSV | 20,230 | $1,551 | 03/31/2024 |
Vista Wealth Management Group LLC | 20,078 | $1,546 | 12/31/2023 |
BSV | 20,078 | $1,546 | 12/31/2023 |
Drive Wealth Management LLC | 20,105 | $1,541 | 03/31/2024 |
BSV | 20,105 | $1,541 | 03/31/2024 |
Discipline Wealth Solutions LLC | 19,690 | $1,514 | 12/31/2023 |
BSV | 19,690 | $1,514 | 12/31/2023 |
CoreCap Advisors LLC | 19,583 | $1,508 | 12/31/2023 |
BSV | 19,583 | $1,508 | 12/31/2023 |
Frank Rimerman Advisors LLC | 19,440 | $1,497 | 12/31/2023 |
BSV | 19,440 | $1,497 | 12/31/2023 |
Capital Advisors Ltd. LLC | 19,293 | $1,479 | 03/31/2024 |
BSV | 19,293 | $1,479 | 03/31/2024 |
Fundamentun LLC | 19,227 | $1,474 | 03/31/2024 |
BSV | 19,227 | $1,474 | 03/31/2024 |
Range Financial Group LLC | 19,223 | $1,474 | 03/31/2024 |
BSV | 19,223 | $1,474 | 03/31/2024 |
Seizert Capital Partners LLC | 18,808 | $1,449 | 12/31/2023 |
BSV | 18,808 | $1,449 | 12/31/2023 |
Summit Wealth & Retirement Planning Inc. | 18,759 | $1,445 | 12/31/2023 |
BSV | 18,759 | $1,445 | 12/31/2023 |
Westwood Holdings Group Inc. | 18,407 | $1,418 | 12/31/2023 |
BSV | 18,407 | $1,418 | 12/31/2023 |
Millennium Management LLC | 18,266 | $1,407 | 12/31/2023 |
BSV | 18,266 | $1,407 | 12/31/2023 |
Wesbanco Bank Inc. | 18,320 | $1,405 | 03/31/2024 |
BSV | 18,320 | $1,405 | 03/31/2024 |
Signal Advisors Wealth LLC | 18,281 | $1,402 | 03/31/2024 |
BSV | 18,281 | $1,402 | 03/31/2024 |
Capital Performance Advisors LLP | 18,044 | $1,390 | 12/31/2023 |
BSV | 18,044 | $1,390 | 12/31/2023 |
Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 17,984 | $1,385 | 12/31/2023 |
BSV | 17,984 | $1,385 | 12/31/2023 |
Maripau Wealth Management LLC | 17,826 | $1,373 | 12/31/2023 |
BSV | 17,826 | $1,373 | 12/31/2023 |
Pacific Financial Group Inc. | 17,777 | $1,369 | 12/31/2023 |
BSV | 17,777 | $1,369 | 12/31/2023 |
Secured Retirement Advisors LLC | 17,733 | $1,366 | 12/31/2023 |
BSV | 17,733 | $1,366 | 12/31/2023 |
Cutler Investment Counsel LLC | 17,633 | $1,358 | 12/31/2023 |
BSV | 17,633 | $1,358 | 12/31/2023 |
Schwartz Investment Counsel Inc. | 17,500 | $1,348 | 12/31/2023 |
BSV | 17,500 | $1,348 | 12/31/2023 |
Hillcrest Wealth Advisors NY LLC | 17,574 | $1,347 | 03/31/2024 |
BSV | 17,574 | $1,347 | 03/31/2024 |
Opus Capital Group LLC | 17,415 | $1,341 | 12/31/2023 |
BSV | 17,415 | $1,341 | 12/31/2023 |
DGS Capital Management LLC | 17,441 | $1,337 | 03/31/2024 |
BSV | 17,441 | $1,337 | 03/31/2024 |
Ridgewood Investments LLC | 17,356 | $1,331 | 03/31/2024 |
BSV | 17,356 | $1,331 | 03/31/2024 |
STA Wealth Management LLC | 17,286 | $1,331 | 12/31/2023 |
BSV | 17,286 | $1,331 | 12/31/2023 |
Chico Wealth RIA | 17,275 | $1,324 | 03/31/2024 |
BSV | 17,275 | $1,324 | 03/31/2024 |
Cabana LLC | 17,000 | $1,309 | 12/31/2023 |
BSV | 17,000 | $1,309 | 12/31/2023 |
First Interstate Bank | 16,953 | $1,306 | 12/31/2023 |
BSV | 16,953 | $1,306 | 12/31/2023 |
Burt Wealth Advisors | 17,024 | $1,305 | 03/31/2024 |
BSV | 17,024 | $1,305 | 03/31/2024 |
ICA Group Wealth Management LLC | 16,831 | $1,296 | 12/31/2023 |
BSV | 16,831 | $1,296 | 12/31/2023 |
Burney Co. | 16,812 | $1,295 | 12/31/2023 |
BSV | 16,812 | $1,295 | 12/31/2023 |
Foster Group Inc. | 16,869 | $1,293 | 03/31/2024 |
BSV | 16,869 | $1,293 | 03/31/2024 |
Aries Wealth Management | 16,695 | $1,286 | 12/31/2023 |
BSV | 16,695 | $1,286 | 12/31/2023 |
Capital Insight Partners LLC | 16,716 | $1,282 | 03/31/2024 |
BSV | 16,716 | $1,282 | 03/31/2024 |
Regions Financial Corp | 16,663 | $1,278 | 03/31/2024 |
BSV | 16,663 | $1,278 | 03/31/2024 |
Thompson Investment Management Inc. | 16,529 | $1,267 | 03/31/2024 |
BSV | 16,529 | $1,267 | 03/31/2024 |
Aurum Wealth Management Group LLC | 16,507 | $1,266 | 03/31/2024 |
BSV | 16,507 | $1,266 | 03/31/2024 |
Moloney Securities Asset Management LLC | 16,300 | $1,255 | 12/31/2023 |
BSV | 16,300 | $1,255 | 12/31/2023 |
First PREMIER Bank | 16,321 | $1,251 | 03/31/2024 |
BSV | 16,321 | $1,251 | 03/31/2024 |
Quadcap Wealth Management LLC | 16,245 | $1,251 | 12/31/2023 |
BSV | 16,245 | $1,251 | 12/31/2023 |
Cooper Financial Group | 16,296 | $1,249 | 03/31/2024 |
BSV | 16,296 | $1,249 | 03/31/2024 |
Evensky & Katz LLC | 16,214 | $1,243 | 03/31/2024 |
BSV | 16,214 | $1,243 | 03/31/2024 |
Joel Isaacson & Co. LLC | 16,114 | $1,241 | 12/31/2023 |
BSV | 16,114 | $1,241 | 12/31/2023 |
Summit Financial Strategies Inc. | 16,054 | $1,236 | 12/31/2023 |
BSV | 16,054 | $1,236 | 12/31/2023 |
Insight Folios Inc | 16,047 | $1,230 | 03/31/2024 |
BSV | 16,047 | $1,230 | 03/31/2024 |
Pacific Capital Wealth Advisors Inc. | 15,934 | $1,227 | 12/31/2023 |
BSV | 15,934 | $1,227 | 12/31/2023 |
CWA Asset Management Group LLC | 15,901 | $1,225 | 12/31/2023 |
BSV | 15,901 | $1,225 | 12/31/2023 |
Cornerstone Wealth Management LLC | 15,945 | $1,222 | 03/31/2024 |
BSV | 15,945 | $1,222 | 03/31/2024 |
Red Wave Investments LLC | 15,859 | $1,221 | 12/31/2023 |
BSV | 15,859 | $1,221 | 12/31/2023 |
Schechter Investment Advisors LLC | 15,802 | $1,217 | 12/31/2023 |
BSV | 15,802 | $1,217 | 12/31/2023 |
Southland Equity Partners LLC | 15,750 | $1,208 | 03/31/2024 |
BSV | 15,750 | $1,208 | 03/31/2024 |
Simmons Bank | 15,578 | $1,200 | 12/31/2023 |
BSV | 15,578 | $1,200 | 12/31/2023 |
Allegiance Financial Group Advisory Services LLC | 15,579 | $1,200 | 12/31/2023 |
BSV | 15,579 | $1,200 | 12/31/2023 |
Hall Kathryn A. | 15,460 | $1,191 | 12/31/2023 |
BSV | 15,460 | $1,191 | 12/31/2023 |
Andrews Lucia Wealth Management LLC | 15,403 | $1,186 | 12/31/2023 |
BSV | 15,403 | $1,186 | 12/31/2023 |
Ally Invest Advisors Inc. | 15,184 | $1,170 | 12/31/2023 |
BSV | 15,184 | $1,170 | 12/31/2023 |
Dorsey & Whitney Trust CO LLC | 15,000 | $1,155 | 12/31/2023 |
BSV | 15,000 | $1,155 | 12/31/2023 |
FMR LLC | 14,951 | $1,152 | 12/31/2023 |
BSV | 14,951 | $1,152 | 12/31/2023 |
Narus Financial Partners LLC | 14,951 | $1,146 | 03/31/2024 |
BSV | 14,951 | $1,146 | 03/31/2024 |
Merit Financial Group LLC | 14,784 | $1,139 | 12/31/2023 |
BSV | 14,784 | $1,139 | 12/31/2023 |
Baystate Wealth Management LLC | 14,653 | $1,129 | 12/31/2023 |
BSV | 14,653 | $1,129 | 12/31/2023 |
Americana Partners LLC | 14,556 | $1,121 | 12/31/2023 |
BSV | 14,556 | $1,121 | 12/31/2023 |
Argent Trust Co | 14,284 | $1,100 | 12/31/2023 |
BSV | 14,284 | $1,100 | 12/31/2023 |
Snowden Capital Advisors LLC | 14,078 | $1,084 | 12/31/2023 |
BSV | 14,078 | $1,084 | 12/31/2023 |
Mosaic Family Wealth Partners LLC | 14,061 | $1,083 | 12/31/2023 |
BSV | 14,061 | $1,083 | 12/31/2023 |
Elmwood Wealth Management Inc. | 14,000 | $1,078 | 12/31/2023 |
BSV | 14,000 | $1,078 | 12/31/2023 |
Western Wealth Management LLC | 13,931 | $1,073 | 12/31/2023 |
BSV | 13,931 | $1,073 | 12/31/2023 |
Mogy Joel R Investment Counsel Inc. | 13,900 | $1,071 | 12/31/2023 |
BSV | 13,900 | $1,071 | 12/31/2023 |
Whittier Trust Co. of Nevada Inc. | 13,802 | $1,063 | 12/31/2023 |
BSV | 13,802 | $1,063 | 12/31/2023 |
Security Financial Services INC. | 13,726 | $1,052 | 03/31/2024 |
BSV | 13,726 | $1,052 | 03/31/2024 |
Lokken Investment Group LLC | 13,649 | $1,051 | 12/31/2023 |
BSV | 13,649 | $1,051 | 12/31/2023 |
Cahaba Wealth Management Inc. | 13,623 | $1,045 | 03/31/2024 |
BSV | 13,623 | $1,045 | 03/31/2024 |
Strategic Investment Solutions Inc. IL | $1,037 | 12/31/2023 | |
BOND FUNDS | 88,750 | $1,017 | 12/31/2023 |
BSV | 264 | $20 | 12/31/2023 |
Merriman Wealth Management LLC | 13,272 | $1,022 | 12/31/2023 |
BSV | 13,272 | $1,022 | 12/31/2023 |
Peninsula Wealth LLC | 13,239 | $1,020 | 12/31/2023 |
BSV | 13,239 | $1,020 | 12/31/2023 |
Cambridge Trust Co. | 13,217 | $1,018 | 12/31/2023 |
BSV | 13,217 | $1,018 | 12/31/2023 |
Gradient Capital Advisors LLC | 13,268 | $1,017 | 03/31/2024 |
BSV | 13,268 | $1,017 | 03/31/2024 |
Essex Financial Services Inc. | 13,148 | $1,008 | 03/31/2024 |
BSV | 13,148 | $1,008 | 03/31/2024 |
FourThought Financial Partners LLC | 13,035 | $1,004 | 12/31/2023 |
BSV | 13,035 | $1,004 | 12/31/2023 |
Cynosure Management LLC | 12,919 | $995 | 12/31/2023 |
BSV | 12,919 | $995 | 12/31/2023 |
Montag A & Associates Inc. | 12,790 | $985 | 12/31/2023 |
BSV | 12,790 | $985 | 12/31/2023 |
Acorn Financial Advisory Services Inc. ADV | 12,740 | $978 | 12/31/2023 |
BSV | 12,740 | $978 | 12/31/2023 |
VERITY Wealth Advisors | 12,638 | $969 | 03/31/2024 |
BSV | 12,638 | $969 | 03/31/2024 |
Coldstream Capital Management Inc. | 12,545 | $966 | 12/31/2023 |
BSV | 12,545 | $966 | 12/31/2023 |
Archer Investment Corp | 12,534 | $965 | 12/31/2023 |
BSV | 12,534 | $965 | 12/31/2023 |
Chapin Davis Inc. | 12,431 | $953 | 03/31/2024 |
BSV | 12,431 | $953 | 03/31/2024 |
Aveo Capital Partners LLC | 12,237 | $942 | 12/31/2023 |
BSV | 12,237 | $942 | 12/31/2023 |
Powers Advisory Group LLC | 12,238 | $938 | 03/31/2024 |
BSV | 12,238 | $938 | 03/31/2024 |
Redwood Investment Management LLC | 12,080 | $930 | 12/31/2023 |
BSV | 12,080 | $930 | 12/31/2023 |
Outlook Wealth Advisors LLC | 12,002 | $920 | 03/31/2024 |
BSV | 12,002 | $920 | 03/31/2024 |
Campbell Wealth Management | 11,940 | $920 | 12/31/2023 |
BSV | 11,940 | $920 | 12/31/2023 |
Disciplined Investments LLC | 11,898 | $912 | 03/31/2024 |
BSV | 11,898 | $912 | 03/31/2024 |
Trust Co. of Vermont | 11,798 | $909 | 12/31/2023 |
BSV | 11,798 | $909 | 12/31/2023 |
First National Bank of Omaha | 11,726 | $903 | 12/31/2023 |
BSV | 11,726 | $903 | 12/31/2023 |
Private Wealth Group LLC | 11,730 | $903 | 12/31/2023 |
BSV | 11,730 | $903 | 12/31/2023 |
MONECO Advisors LLC | 11,616 | $895 | 12/31/2023 |
BSV | 11,616 | $895 | 12/31/2023 |
Flagship Harbor Advisors LLC | 11,603 | $890 | 03/31/2024 |
BSV | 11,603 | $890 | 03/31/2024 |
Aureus Asset Management LLC | 11,503 | $886 | 12/31/2023 |
BSV | 11,503 | $886 | 12/31/2023 |
Rocky Mountain Advisers LLC | 11,501 | $886 | 12/31/2023 |
BSV | 11,501 | $886 | 12/31/2023 |
Signify Wealth | 11,463 | $883 | 12/31/2023 |
BSV | 11,463 | $883 | 12/31/2023 |
Gladstone Institutional Advisory LLC | 11,457 | $882 | 12/31/2023 |
BSV | 11,457 | $882 | 12/31/2023 |
Arcadia Investment Management Corp MI | 11,442 | $877 | 03/31/2024 |
BSV | 11,442 | $877 | 03/31/2024 |
Cumberland Advisors Inc. | 11,410 | $875 | 03/31/2024 |
BSV | 11,410 | $875 | 03/31/2024 |
Hapanowicz & Associates Financial Services Inc | 11,365 | $875 | 12/31/2023 |
BSV | 11,365 | $875 | 12/31/2023 |
Barrett & Company Inc. | 11,403 | $874 | 03/31/2024 |
BSV | 11,403 | $874 | 03/31/2024 |
NBT Bank N A NY | 11,387 | $873 | 03/31/2024 |
BSV | 11,387 | $873 | 03/31/2024 |
SeaCrest Wealth Management LLC | 11,256 | $863 | 03/31/2024 |
BSV | 11,256 | $863 | 03/31/2024 |
ML & R Wealth Management LLC | 11,208 | $863 | 12/31/2023 |
BSV | 11,208 | $863 | 12/31/2023 |
Gridiron Partners LLC | 11,193 | $862 | 12/31/2023 |
BSV | 11,193 | $862 | 12/31/2023 |
United Bank | 11,034 | $850 | 12/31/2023 |
BSV | 11,034 | $850 | 12/31/2023 |
Tiemann Investment Advisors LLC | 10,935 | $842 | 12/31/2023 |
BSV | 10,935 | $842 | 12/31/2023 |
Long Run Wealth Advisors LLC | 10,800 | $832 | 12/31/2023 |
BSV | 10,800 | $832 | 12/31/2023 |
Soltis Investment Advisors LLC | 10,788 | $831 | 12/31/2023 |
BSV | 10,788 | $831 | 12/31/2023 |
Franklin Resources Inc. | 10,745 | $828 | 12/31/2023 |
BSV | 10,745 | $828 | 12/31/2023 |
Independent Family Office LLC | 10,754 | $828 | 12/31/2023 |
BSV | 10,754 | $828 | 12/31/2023 |
Cumberland Partners Ltd | 11,005 | $827 | 12/31/2023 |
BSV | 11,005 | $827 | 12/31/2023 |
Transcendent Capital Group LLC | 10,680 | $823 | 03/31/2024 |
BSV | 10,680 | $823 | 03/31/2024 |
Arete Wealth Advisors LLC | 10,609 | $817 | 12/31/2023 |
BSV | 10,609 | $817 | 12/31/2023 |
Signaturefd LLC | 10,581 | $815 | 12/31/2023 |
BSV | 10,581 | $815 | 12/31/2023 |
Van Cleef Asset Management Inc | 10,555 | $813 | 12/31/2023 |
BSV | 10,555 | $813 | 12/31/2023 |
Red Cedar Investment Management LLC | 10,560 | $810 | 03/31/2024 |
BSV | 10,560 | $810 | 03/31/2024 |
Kraft Davis & Associates LLC | 10,451 | $804 | 12/31/2023 |
BSV | 10,451 | $804 | 12/31/2023 |
Alhambra Investment Partners LLC | 10,412 | $798 | 03/31/2024 |
BSV | 10,412 | $798 | 03/31/2024 |
CIBC Private Wealth Group LLC | 10,348 | $797 | 12/31/2023 |
BSV | 10,348 | $797 | 12/31/2023 |
Stratos Wealth Partners LTD. | 10,382 | $796 | 03/31/2024 |
BSV | 10,382 | $796 | 03/31/2024 |
Guidance Capital Inc. | 10,466 | $794 | 03/31/2024 |
BSV | 10,466 | $794 | 03/31/2024 |
Wealthcare Advisory Partners LLC | 10,345 | $793 | 03/31/2024 |
BSV | 10,345 | $793 | 03/31/2024 |
Prosperity Consulting Group LLC | 10,208 | $786 | 12/31/2023 |
BSV | 10,208 | $786 | 12/31/2023 |
Twin Peaks Wealth Advisors LLC | 10,230 | $784 | 03/31/2024 |
BSV | 10,230 | $784 | 03/31/2024 |
Austin Wealth Management LLC | 10,250 | $784 | 12/31/2023 |
BSV | 10,250 | $784 | 12/31/2023 |
Maia Wealth LLC | 10,181 | $784 | 12/31/2023 |
BSV | 10,181 | $784 | 12/31/2023 |
Centaurus Financial Inc. | 10,070 | $776 | 12/31/2023 |
BSV | 10,070 | $776 | 12/31/2023 |
Eqis Capital Management Inc. | 10,060 | $775 | 12/31/2023 |
BSV | 10,060 | $775 | 12/31/2023 |
Wealthstream Advisors Inc. | 10,040 | $773 | 12/31/2023 |
BSV | 10,040 | $773 | 12/31/2023 |
Financial & Tax Architects LLC | 10,022 | $772 | 12/31/2023 |
BSV | 10,022 | $772 | 12/31/2023 |
Asset Management Group Inc. | 9,967 | $768 | 12/31/2023 |
BSV | 9,967 | $768 | 12/31/2023 |
Heritage Wealth Advisors | 9,923 | $764 | 12/31/2023 |
BSV | 9,923 | $764 | 12/31/2023 |
Atlantic Edge Private Wealth Management LLC | 9,907 | $763 | 12/31/2023 |
BSV | 9,907 | $763 | 12/31/2023 |
Argus Investors Counsel Inc. | 9,881 | $761 | 12/31/2023 |
BSV | 9,881 | $761 | 12/31/2023 |
Lbmc Investment Advisors LLC | 9,769 | $749 | 03/31/2024 |
BSV | 9,769 | $749 | 03/31/2024 |
GYL Financial Synergies LLC | 9,607 | $740 | 12/31/2023 |
BSV | 9,607 | $740 | 12/31/2023 |
Schiavi & Co LLC | 9,544 | $735 | 12/31/2023 |
BSV | 9,544 | $735 | 12/31/2023 |
My Personal CFO LLC | 9,533 | $731 | 03/31/2024 |
BSV | 9,533 | $731 | 03/31/2024 |
Ritholtz Wealth Management | 9,521 | $730 | 03/31/2024 |
BSV | 9,521 | $730 | 03/31/2024 |
MGO Private Wealth LLC | 9,477 | $727 | 03/31/2024 |
BSV | 9,477 | $727 | 03/31/2024 |
International Assets Investment Management LLC | 9,445 | $721 | 03/31/2024 |
BSV | 9,445 | $721 | 03/31/2024 |
Motco | 9,321 | $718 | 12/31/2023 |
BSV | 9,321 | $718 | 12/31/2023 |
Clear Creek Financial Management LLC | 9,269 | $713 | 12/31/2023 |
BSV | 9,269 | $713 | 12/31/2023 |
HCR Wealth Advisors | 9,248 | $712 | 12/31/2023 |
BSV | 9,248 | $712 | 12/31/2023 |
Evoke Wealth LLC | 9,240 | $712 | 12/31/2023 |
BSV | 9,240 | $712 | 12/31/2023 |
Loudon Investment Management LLC | 9,221 | $710 | 12/31/2023 |
BSV | 9,221 | $710 | 12/31/2023 |
Pointe Capital Management LLC | 9,190 | $708 | 12/31/2023 |
BSV | 9,190 | $708 | 12/31/2023 |
Center For Asset Management LLC | 9,157 | $705 | 12/31/2023 |
BSV | 9,157 | $705 | 12/31/2023 |
American Capital Advisory LLC | 9,076 | $699 | 12/31/2023 |
BSV | 9,076 | $699 | 12/31/2023 |
Avenue 1 Advisors LLC | 9,092 | $697 | 03/31/2024 |
BSV | 9,092 | $697 | 03/31/2024 |
AMG National Trust Bank | 9,046 | $697 | 12/31/2023 |
BSV | 9,046 | $697 | 12/31/2023 |
Sound Stewardship LLC | 9,031 | $696 | 12/31/2023 |
BSV | 9,031 | $696 | 12/31/2023 |
Brand Asset Management Group Inc. | 9,004 | $694 | 12/31/2023 |
BSV | 9,004 | $694 | 12/31/2023 |
Sax Wealth Advisors LLC | 9,011 | $694 | 12/31/2023 |
BSV | 9,011 | $694 | 12/31/2023 |
Atomi Financial Group Inc. | 8,763 | $675 | 12/31/2023 |
BSV | 8,763 | $675 | 12/31/2023 |
DLK Investment Management LLC | 8,785 | $674 | 03/31/2024 |
BSV | 8,785 | $674 | 03/31/2024 |
Texas Capital Bank Wealth Management Services Inc. | 8,674 | $668 | 12/31/2023 |
BSV | 8,674 | $668 | 12/31/2023 |
Beacon Investment Advisory Services Inc. | 8,664 | $667 | 12/31/2023 |
BSV | 8,664 | $667 | 12/31/2023 |
AdvisorNet Financial Inc | 8,669 | $665 | 03/31/2024 |
BSV | 8,669 | $665 | 03/31/2024 |
TrueWealth Advisors LLC | 8,672 | $665 | 03/31/2024 |
BSV | 8,672 | $665 | 03/31/2024 |
Evolution Wealth Advisors LLC | 8,644 | $663 | 03/31/2024 |
BSV | 8,644 | $663 | 03/31/2024 |
Fort Washington Investment Advisors Inc. OH | 8,590 | $662 | 03/31/2024 |
BSV | 8,590 | $662 | 03/31/2024 |
Madden Advisory Services Inc. | 8,517 | $656 | 12/31/2023 |
BSV | 8,517 | $656 | 12/31/2023 |
Wealth Advisory Solutions LLC | 8,415 | $645 | 03/31/2024 |
BSV | 8,415 | $645 | 03/31/2024 |
Cornerstone Planning Group LLC | 8,378 | $645 | 12/31/2023 |
BSV | 8,378 | $645 | 12/31/2023 |
Tobias Financial Advisors Inc. | 8,356 | $644 | 12/31/2023 |
BSV | 8,356 | $644 | 12/31/2023 |
Assetmark Inc. | 8,339 | $642 | 12/31/2023 |
BSV | 8,339 | $642 | 12/31/2023 |
First Manhattan Co. | 8,326 | $641 | 12/31/2023 |
BSV | 8,326 | $641 | 12/31/2023 |
Hanson & Doremus Investment Management | 8,220 | $630 | 03/31/2024 |
BSV | 8,220 | $630 | 03/31/2024 |
Carlton Hofferkamp & Jenks Wealth Management LLC | 8,193 | $629 | 12/31/2023 |
BSV | 8,193 | $629 | 12/31/2023 |
MBA Advisors LLC | 8,167 | $629 | 12/31/2023 |
BSV | 8,167 | $629 | 12/31/2023 |
Howland Capital Management LLC | 8,140 | $627 | 12/31/2023 |
BSV | 8,140 | $627 | 12/31/2023 |
DiMeo Schneider & Associates L.L.C. | 8,127 | $626 | 12/31/2023 |
BSV | 8,127 | $626 | 12/31/2023 |
EPIQ Capital Group LLC | 8,113 | $625 | 12/31/2023 |
BSV | 8,113 | $625 | 12/31/2023 |
FDx Advisors Inc. | 8,091 | $623 | 12/31/2023 |
BSV | 8,091 | $623 | 12/31/2023 |
Two Sigma Securities LLC | 8,060 | $621 | 12/31/2023 |
BSV | 8,060 | $621 | 12/31/2023 |
Guyasuta Investment Advisors Inc. | 8,030 | $618 | 03/31/2024 |
BSV | 8,030 | $618 | 03/31/2024 |
Brighton Jones LLC | 8,029 | $618 | 12/31/2023 |
BSV | 8,029 | $618 | 12/31/2023 |
Willis Johnson & Associates Inc. | 8,048 | $617 | 03/31/2024 |
BSV | 8,048 | $617 | 03/31/2024 |
Davidson Trust Co. | 7,991 | $615 | 12/31/2023 |
BSV | 7,991 | $615 | 12/31/2023 |
BIP Wealth LLC | 7,961 | $613 | 12/31/2023 |
BSV | 7,961 | $613 | 12/31/2023 |
Intergy Private Wealth LLC | 7,887 | $605 | 03/31/2024 |
BSV | 7,887 | $605 | 03/31/2024 |
Peirce Capital Management LLC | 7,896 | $605 | 03/31/2024 |
BSV | 7,896 | $605 | 03/31/2024 |
Canvas Wealth Advisors LLC | 7,962 | $604 | 03/31/2024 |
BSV | 7,962 | $604 | 03/31/2024 |
Citizens Financial Group Inc RI | 7,748 | $597 | 12/31/2023 |
BSV | 7,748 | $597 | 12/31/2023 |
United Advisor Group LLC | 7,720 | $595 | 12/31/2023 |
BSV | 7,720 | $595 | 12/31/2023 |
Essex LLC | 7,685 | $592 | 12/31/2023 |
BSV | 7,685 | $592 | 12/31/2023 |
Apollon Financial LLC | 7,654 | $590 | 12/31/2023 |
BSV | 7,654 | $590 | 12/31/2023 |
Bromfield Sneider Wealth Advisors | 7,686 | $589 | 03/31/2024 |
BSV | 7,686 | $589 | 03/31/2024 |
American Institute for Advanced Investment Management LLP | 7,673 | $588 | 03/31/2024 |
BSV | 7,673 | $588 | 03/31/2024 |
Robertson Stephens Wealth Management LLC | 7,628 | $587 | 12/31/2023 |
BSV | 7,628 | $587 | 12/31/2023 |
Horizon Kinetics Asset Management LLC | 7,541 | $581 | 12/31/2023 |
BSV | 7,541 | $581 | 12/31/2023 |
JT Stratford LLC | 7,474 | $576 | 12/31/2023 |
BSV | 7,474 | $576 | 12/31/2023 |
Pensionmark Financial Group LLC | 7,467 | $575 | 12/31/2023 |
BSV | 7,467 | $575 | 12/31/2023 |
U.S. Capital Wealth Advisors LLC | 7,440 | $573 | 12/31/2023 |
BSV | 7,440 | $573 | 12/31/2023 |
Chatham Capital Group Inc. | 7,459 | $572 | 03/31/2024 |
BSV | 7,459 | $572 | 03/31/2024 |
Beacon Financial Advisory LLC | 6,925 | $572 | 12/31/2023 |
BSV | 6,925 | $572 | 12/31/2023 |
ARK & TLK Investments LLC | 7,319 | $564 | 12/31/2023 |
BSV | 7,319 | $564 | 12/31/2023 |
Duncker Streett & Co. Inc. | 7,317 | $561 | 03/31/2024 |
BSV | 7,317 | $561 | 03/31/2024 |
Ruedi Wealth Management Inc. | 7,244 | $558 | 12/31/2023 |
BSV | 7,244 | $558 | 12/31/2023 |
Strategic Blueprint LLC | 7,231 | $554 | 03/31/2024 |
BSV | 7,231 | $554 | 03/31/2024 |
Private Management Group Inc. | 7,190 | $554 | 12/31/2023 |
BSV | 7,190 | $554 | 12/31/2023 |
Trilogy Capital Inc. | 7,171 | $550 | 03/31/2024 |
BSV | 7,171 | $550 | 03/31/2024 |
Coastal Investment Advisors Inc. | 7,042 | $540 | 03/31/2024 |
BSV | 7,042 | $540 | 03/31/2024 |
Godshalk Welsh Capital Management Inc. | 7,010 | $540 | 12/31/2023 |
BSV | 7,010 | $540 | 12/31/2023 |
Total Wealth Planning LLC | 7,006 | $537 | 03/31/2024 |
BSV | 7,006 | $537 | 03/31/2024 |
Mainsail Asset Management LLC | 6,951 | $533 | 03/31/2024 |
BSV | 6,951 | $533 | 03/31/2024 |
Anchor Investment Management LLC | 6,926 | $533 | 12/31/2023 |
BSV | 6,926 | $533 | 12/31/2023 |
Stockman Wealth Management Inc. | 6,933 | $532 | 03/31/2024 |
BSV | 6,933 | $532 | 03/31/2024 |
TCI Wealth Advisors Inc. | 6,912 | $532 | 12/31/2023 |
BSV | 6,912 | $532 | 12/31/2023 |
Bank Julius Baer & Co. Ltd Zurich | 6,900 | $531 | 12/31/2023 |
BSV | 6,900 | $531 | 12/31/2023 |
Financial Advisory Service Inc. | 6,891 | $531 | 12/31/2023 |
BSV | 6,891 | $531 | 12/31/2023 |
DB Fitzpatrick & Co Inc | 6,901 | $529 | 03/31/2024 |
BSV | 6,901 | $529 | 03/31/2024 |
Washington Trust Advisors Inc. | 6,847 | $527 | 12/31/2023 |
BSV | 6,847 | $527 | 12/31/2023 |
Jacobi Capital Management LLC | 6,772 | $522 | 12/31/2023 |
BSV | 6,772 | $522 | 12/31/2023 |
Alamar Capital Management LLC | 6,762 | $521 | 12/31/2023 |
BSV | 6,762 | $521 | 12/31/2023 |
McCarthy Asset Management Inc. | 6,735 | $519 | 12/31/2023 |
BSV | 6,735 | $519 | 12/31/2023 |
Lloyd Advisory Services LLC. | 6,880 | $513 | 03/31/2024 |
BSV | 6,880 | $513 | 03/31/2024 |
Baron Financial Group LLC | 6,643 | $512 | 12/31/2023 |
BSV | 6,643 | $512 | 12/31/2023 |
Kingswood Wealth Advisors LLC | 6,658 | $511 | 03/31/2024 |
BSV | 6,658 | $511 | 03/31/2024 |
Insight Advisors LLC PA | 6,597 | $508 | 12/31/2023 |
BSV | 6,597 | $508 | 12/31/2023 |
Jackson Thornton Asset Management LLC | 6,579 | $507 | 12/31/2023 |
BSV | 6,579 | $507 | 12/31/2023 |
American Money Management LLC | 6,564 | $506 | 12/31/2023 |
BSV | 6,564 | $506 | 12/31/2023 |
Carmichael Hill & Associates Inc. | 6,505 | $499 | 03/31/2024 |
BSV | 6,505 | $499 | 03/31/2024 |
BCS Wealth Management | 6,502 | $499 | 03/31/2024 |
BSV | 6,502 | $499 | 03/31/2024 |
Visionary Wealth Advisors | 6,464 | $498 | 12/31/2023 |
BSV | 6,464 | $498 | 12/31/2023 |
Total Clarity Wealth Management Inc. | 6,483 | $497 | 03/31/2024 |
BSV | 6,483 | $497 | 03/31/2024 |
Davis R M Inc. | 6,449 | $497 | 12/31/2023 |
BSV | 6,449 | $497 | 12/31/2023 |
Rock Point Advisors LLC | 6,447 | $497 | 12/31/2023 |
BSV | 6,447 | $497 | 12/31/2023 |
Radnor Capital Management LLC | 6,472 | $496 | 03/31/2024 |
BSV | 6,472 | $496 | 03/31/2024 |
Putnam FL Investment Management Co. | 6,387 | $492 | 12/31/2023 |
BSV | 6,387 | $492 | 12/31/2023 |
Inspirion Wealth Advisors LLC | 6,389 | $490 | 03/31/2024 |
BSV | 6,389 | $490 | 03/31/2024 |
Madison Asset Management LLC | 6,312 | $486 | 12/31/2023 |
BSV | 6,312 | $486 | 12/31/2023 |
Centered Wealth LLC dba Miller Equity Capital Advisors | 6,315 | $486 | 12/31/2023 |
BSV | 6,315 | $486 | 12/31/2023 |
Savvy Advisors Inc. | 6,315 | $486 | 12/31/2023 |
BSV | 6,315 | $486 | 12/31/2023 |
L.M. Kohn & Company | 6,302 | $485 | 12/31/2023 |
BSV | 6,302 | $485 | 12/31/2023 |
Compass Wealth Management LLC | 6,305 | $483 | 03/31/2024 |
BSV | 6,305 | $483 | 03/31/2024 |
McIlrath & Eck LLC | 6,255 | $482 | 12/31/2023 |
BSV | 6,255 | $482 | 12/31/2023 |
A. D. Beadell Investment Counsel Inc. | 6,282 | $481 | 03/31/2024 |
BSV | 6,282 | $481 | 03/31/2024 |
Petix & Botte Co | 6,246 | $481 | 12/31/2023 |
BSV | 6,246 | $481 | 12/31/2023 |
Vaughan Nelson Investment Management L.P. | 6,230 | $478 | 03/31/2024 |
BSV | 6,230 | $478 | 03/31/2024 |
Webster Bank N. A. | 6,228 | $478 | 03/31/2024 |
BSV | 6,228 | $478 | 03/31/2024 |
Meridian Investment Counsel Inc. | 6,205 | $478 | 12/31/2023 |
BSV | 6,205 | $478 | 12/31/2023 |
David Loasby | 6,210 | $476 | 12/31/2023 |
BSV | 6,210 | $476 | 12/31/2023 |
Dakota Wealth Management | 6,177 | $474 | 03/31/2024 |
BSV | 6,177 | $474 | 03/31/2024 |
Cardiff Park Advisors LLC | 6,111 | $471 | 12/31/2023 |
BSV | 6,111 | $471 | 12/31/2023 |
Advisors Capital Management LLC | 6,105 | $470 | 12/31/2023 |
BSV | 6,105 | $470 | 12/31/2023 |
Milestone Investment Advisors LLC | 6,041 | $465 | 12/31/2023 |
BSV | 6,041 | $465 | 12/31/2023 |
Delta Financial Advisors LLC | 5,982 | $461 | 12/31/2023 |
BSV | 5,982 | $461 | 12/31/2023 |
NorthStar Asset Management LLC NJ | 5,902 | $455 | 12/31/2023 |
BSV | 5,902 | $455 | 12/31/2023 |
Private Portfolio Partners LLC | 5,877 | $453 | 12/31/2023 |
BSV | 5,877 | $453 | 12/31/2023 |
Linscomb & Williams Inc. | 5,826 | $449 | 12/31/2023 |
BSV | 5,826 | $449 | 12/31/2023 |
Greenup Street Wealth Management LLC | 5,796 | $446 | 12/31/2023 |
BSV | 5,796 | $446 | 12/31/2023 |
Dfpg Investments LLC | 5,781 | $444 | 12/31/2023 |
BSV | 5,781 | $444 | 12/31/2023 |
Shayne & CO. LLC | 5,740 | $442 | 12/31/2023 |
BSV | 5,740 | $442 | 12/31/2023 |
Palisades Hudson Asset Management L.P. | 5,701 | $439 | 12/31/2023 |
BSV | 5,701 | $439 | 12/31/2023 |
German American Bancorp Inc. | 5,623 | $433 | 12/31/2023 |
BSV | 5,623 | $433 | 12/31/2023 |
SAM Advisors LLC | 5,578 | $430 | 12/31/2023 |
BSV | 5,578 | $430 | 12/31/2023 |
Retirement Planning Group | 5,574 | $427 | 03/31/2024 |
BSV | 5,574 | $427 | 03/31/2024 |
Jane Street Group LLC | 5,497 | $423 | 12/31/2023 |
BSV | 5,497 | $423 | 12/31/2023 |
Sequoia Financial Advisors LLC | 5,489 | $423 | 12/31/2023 |
BSV | 5,489 | $423 | 12/31/2023 |
HBW Advisory Services LLC | 5,478 | $422 | 03/31/2024 |
BSV | 5,478 | $422 | 03/31/2024 |
Householder Group Estate & Retirement Specialist LLC | 5,443 | $419 | 12/31/2023 |
BSV | 5,443 | $419 | 12/31/2023 |
Glass Jacobson Investment Advisors llc | 5,423 | $418 | 12/31/2023 |
BSV | 5,423 | $418 | 12/31/2023 |
Opinicus Capital Inc. | 5,429 | $416 | 03/31/2024 |
BSV | 5,429 | $416 | 03/31/2024 |
Green Square Capital Advisors LLC | 5,403 | $416 | 12/31/2023 |
BSV | 5,403 | $416 | 12/31/2023 |
Colonial River Wealth Management LLC | 5,402 | $416 | 12/31/2023 |
BSV | 5,402 | $416 | 12/31/2023 |
Annapolis Financial Services LLC | 5,354 | $410 | 03/31/2024 |
BSV | 5,354 | $410 | 03/31/2024 |
Smith & Howard Wealth Management LLC | 5,319 | $408 | 03/31/2024 |
BSV | 5,319 | $408 | 03/31/2024 |
Monument Group Wealth Advisors LLC | 5,292 | $408 | 12/31/2023 |
BSV | 5,292 | $408 | 12/31/2023 |
Topel & Distasi Wealth Management LLC | 5,279 | $407 | 12/31/2023 |
BSV | 5,279 | $407 | 12/31/2023 |
Todd Asset Management LLC | 5,192 | $400 | 12/31/2023 |
BSV | 5,192 | $400 | 12/31/2023 |
ORG Partners LLC | 5,183 | $400 | 12/31/2023 |
BSV | 5,183 | $400 | 12/31/2023 |
Camden National Bank | 5,186 | $399 | 12/31/2023 |
BSV | 5,186 | $399 | 12/31/2023 |
Litman Gregory Asset Management LLC | 5,055 | $389 | 12/31/2023 |
BSV | 5,055 | $389 | 12/31/2023 |
J. W. Coons Advisors LLC | 5,030 | $387 | 12/31/2023 |
BSV | 5,030 | $387 | 12/31/2023 |
Baker Ellis Asset Management LLC | 5,020 | $385 | 03/31/2024 |
BSV | 5,020 | $385 | 03/31/2024 |
Independent Advisor Alliance | 4,893 | $377 | 12/31/2023 |
BSV | 4,893 | $377 | 12/31/2023 |
Townsquare Capital LLC | 4,890 | $377 | 12/31/2023 |
BSV | 4,890 | $377 | 12/31/2023 |
Berger Financial Group Inc | 4,888 | $375 | 03/31/2024 |
BSV | 4,888 | $375 | 03/31/2024 |
Private Trust Co. NA | 4,861 | $373 | 03/31/2024 |
BSV | 4,861 | $373 | 03/31/2024 |
Plan Group Financial LLC | 4,829 | $372 | 12/31/2023 |
BSV | 4,829 | $372 | 12/31/2023 |
Apeiron RIA LLC | 4,805 | $368 | 03/31/2024 |
BSV | 4,805 | $368 | 03/31/2024 |
Tortoise Investment Management LLC | 4,782 | $368 | 12/31/2023 |
BSV | 4,782 | $368 | 12/31/2023 |
Absolute Capital Management LLC | 4,767 | $367 | 12/31/2023 |
BSV | 4,767 | $367 | 12/31/2023 |
Hilltop Holdings Inc. | 4,731 | $364 | 12/31/2023 |
BSV | 4,731 | $364 | 12/31/2023 |
S.A. Mason LLC | 4,705 | $361 | 03/31/2024 |
BSV | 4,705 | $361 | 03/31/2024 |
Fisher Asset Management LLC | 4,688 | $361 | 12/31/2023 |
BSV | 4,688 | $361 | 12/31/2023 |
Shore Point Advisors LLC | 4,672 | $360 | 12/31/2023 |
BSV | 4,672 | $360 | 12/31/2023 |
Pine Valley Investments Ltd Liability Co | 4,674 | $360 | 12/31/2023 |
BSV | 4,674 | $360 | 12/31/2023 |
Mather Group LLC. | 4,630 | $357 | 03/31/2024 |
BSV | 4,630 | $357 | 03/31/2024 |
Perennial Investment Advisors LLC | 4,634 | $357 | 12/31/2023 |
BSV | 4,634 | $357 | 12/31/2023 |
Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 4,595 | $354 | 12/31/2023 |
BSV | 4,595 | $354 | 12/31/2023 |
Raleigh Capital Management Inc. | 4,584 | $353 | 12/31/2023 |
BSV | 4,584 | $353 | 12/31/2023 |
Meitav Dash Investments Ltd. | 4,571 | $350 | 12/31/2023 |
BSV | 4,571 | $350 | 12/31/2023 |
Daymark Wealth Partners LLC | 4,548 | $349 | 03/31/2024 |
BSV | 4,548 | $349 | 03/31/2024 |
Rehmann Capital Advisory Group | 4,499 | $347 | 12/31/2023 |
BSV | 4,499 | $347 | 12/31/2023 |
Mayflower Financial Advisors LLC | 4,502 | $347 | 12/31/2023 |
BSV | 4,502 | $347 | 12/31/2023 |
Forthright Family Wealth Advisory LLC | 4,491 | $346 | 12/31/2023 |
BSV | 4,491 | $346 | 12/31/2023 |
Keystone Financial Group | 4,458 | $343 | 12/31/2023 |
BSV | 4,458 | $343 | 12/31/2023 |
Mitchell Mcleod Pugh & Williams Inc. | 4,443 | $342 | 12/31/2023 |
BSV | 4,443 | $342 | 12/31/2023 |
Element Pointe Advisors LLC | 4,441 | $342 | 12/31/2023 |
BSV | 4,441 | $342 | 12/31/2023 |
LJI Wealth Management LLC | 4,427 | $341 | 12/31/2023 |
BSV | 4,427 | $341 | 12/31/2023 |
Ameritas Investment Partners Inc. | 4,418 | $340 | 12/31/2023 |
BSV | 4,418 | $340 | 12/31/2023 |
Evergreen Capital Management LLC | 4,419 | $340 | 12/31/2023 |
BSV | 4,419 | $340 | 12/31/2023 |
Beese Fulmer Investment Management Inc. | 4,408 | $338 | 03/31/2024 |
BSV | 4,408 | $338 | 03/31/2024 |
Rodgers Brothers Inc. | 4,373 | $337 | 12/31/2023 |
BSV | 4,373 | $337 | 12/31/2023 |
Mayport LLC | 4,360 | $334 | 03/31/2024 |
BSV | 4,360 | $334 | 03/31/2024 |
Keb Asset Management LLC | 4,335 | $332 | 03/31/2024 |
BSV | 4,335 | $332 | 03/31/2024 |
Vantage Financial Partners LLC | 4,313 | $332 | 12/31/2023 |
BSV | 4,313 | $332 | 12/31/2023 |
Penobscot Investment Management Company Inc. | 4,295 | $331 | 12/31/2023 |
BSV | 4,295 | $331 | 12/31/2023 |
Obsidian Personal Planning Solutions LLC | 4,302 | $331 | 12/31/2023 |
BSV | 4,302 | $331 | 12/31/2023 |
Pinnacle Bank | 4,296 | $329 | 03/31/2024 |
BSV | 4,296 | $329 | 03/31/2024 |
Lansing Street Advisors | 4,240 | $327 | 12/31/2023 |
BSV | 4,240 | $327 | 12/31/2023 |
Intellectus Partners LLC | 4,229 | $326 | 12/31/2023 |
BSV | 4,229 | $326 | 12/31/2023 |
Ehrlich Financial Group | 4,218 | $323 | 03/31/2024 |
BSV | 4,218 | $323 | 03/31/2024 |
Moseley Investment Management Inc. | 4,192 | $321 | 03/31/2024 |
BSV | 4,192 | $321 | 03/31/2024 |
LaFleur & Godfrey LLC | 4,181 | $321 | 03/31/2024 |
BSV | 4,181 | $321 | 03/31/2024 |
Lockerman Financial Group Inc. | 4,157 | $319 | 03/31/2024 |
BSV | 4,157 | $319 | 03/31/2024 |
Level Four Advisory Services LLC | 4,116 | $317 | 12/31/2023 |
BSV | 4,116 | $317 | 12/31/2023 |
FLC Capital Advisors | 4,116 | $317 | 12/31/2023 |
BSV | 4,116 | $317 | 12/31/2023 |
Main Line Retirement Advisors LLC | 4,114 | $315 | 03/31/2024 |
BSV | 4,114 | $315 | 03/31/2024 |
High Net Worth Advisory Group LLC | 4,110 | $315 | 03/31/2024 |
BSV | 4,110 | $315 | 03/31/2024 |
Chandler Asset Management Inc. | 4,095 | $315 | 12/31/2023 |
BSV | 4,095 | $315 | 12/31/2023 |
Jackson Hole Capital Partners LLC | 4,059 | $313 | 12/31/2023 |
BSV | 4,059 | $313 | 12/31/2023 |
Better Money Decisions LLC | 4,066 | $313 | 12/31/2023 |
BSV | 4,066 | $313 | 12/31/2023 |
Howe & Rusling Inc. | 4,037 | $311 | 12/31/2023 |
BSV | 4,037 | $311 | 12/31/2023 |
Rather & Kittrell Inc. | 4,035 | $311 | 12/31/2023 |
BSV | 4,035 | $311 | 12/31/2023 |
Beaumont Financial Advisors LLC | 4,039 | $311 | 12/31/2023 |
BSV | 4,039 | $311 | 12/31/2023 |
RPG Investment Advisory LLC | 4,000 | $308 | 12/31/2023 |
BSV | 4,000 | $308 | 12/31/2023 |
Hall Laurie J Trustee | 4,000 | $307 | 03/31/2024 |
BSV | 4,000 | $307 | 03/31/2024 |
Cedar Brook Financial Partners LLC | 3,991 | $306 | 03/31/2024 |
BSV | 3,991 | $306 | 03/31/2024 |
TBH Global Asset Management LLC | 3,968 | $306 | 12/31/2023 |
BSV | 3,968 | $306 | 12/31/2023 |
Icon Wealth Advisors LLC | 3,915 | $302 | 12/31/2023 |
BSV | 3,915 | $302 | 12/31/2023 |
LaSalle St. Investment Advisors LLC | 3,921 | $302 | 12/31/2023 |
BSV | 3,921 | $302 | 12/31/2023 |
Maple Capital Management Inc. | 3,899 | $300 | 12/31/2023 |
BSV | 3,899 | $300 | 12/31/2023 |
Oarsman Capital Inc. | 3,863 | $298 | 12/31/2023 |
BSV | 3,863 | $298 | 12/31/2023 |
AEGON USA Investment Management LLC | 3,859 | $297 | 12/31/2023 |
BSV | 3,859 | $297 | 12/31/2023 |
Clifford Swan Investment Counsel LLC | 3,835 | $294 | 03/31/2024 |
BSV | 3,835 | $294 | 03/31/2024 |
Financial Counselors Inc. | 3,819 | $294 | 12/31/2023 |
BSV | 3,819 | $294 | 12/31/2023 |
Facet Wealth Inc. | 3,819 | $293 | 12/31/2023 |
BSV | 3,819 | $293 | 12/31/2023 |
Holderness Investments Co. | 3,785 | $292 | 12/31/2023 |
BSV | 3,785 | $292 | 12/31/2023 |
BOK Financial Private Wealth Inc. | 3,795 | $292 | 12/31/2023 |
BSV | 3,795 | $292 | 12/31/2023 |
Cascade Investment Advisors Inc. | 3,782 | $291 | 12/31/2023 |
BSV | 3,782 | $291 | 12/31/2023 |
Johnson Financial Group Inc. | 3,763 | $290 | 12/31/2023 |
BSV | 3,763 | $290 | 12/31/2023 |
Adaptive Financial Consulting LLC | 3,753 | $289 | 12/31/2023 |
BSV | 3,753 | $289 | 12/31/2023 |
Delta Investment Management LLC | 3,741 | $288 | 12/31/2023 |
BSV | 3,741 | $288 | 12/31/2023 |
Landmark Financial Advisors LLC | 3,717 | $286 | 12/31/2023 |
BSV | 3,717 | $286 | 12/31/2023 |
Wilbanks Smith & Thomas Asset Management LLC | 3,660 | $282 | 12/31/2023 |
BSV | 3,660 | $282 | 12/31/2023 |
Imprint Wealth LLC | 3,658 | $282 | 12/31/2023 |
BSV | 3,658 | $282 | 12/31/2023 |
Verde Capital Management | 3,660 | $281 | 03/31/2024 |
BSV | 3,660 | $281 | 03/31/2024 |
Howard Capital Management Group LLC | 3,671 | $281 | 03/31/2024 |
BSV | 3,671 | $281 | 03/31/2024 |
Woodmont Investment Counsel LLC | 3,638 | $279 | 03/31/2024 |
BSV | 3,638 | $279 | 03/31/2024 |
Hilltop Partners LLC | 3,627 | $279 | 12/31/2023 |
BSV | 3,627 | $279 | 12/31/2023 |
WealthPLAN Partners LLC | 3,613 | $278 | 12/31/2023 |
BSV | 3,613 | $278 | 12/31/2023 |
VitalStone Financial LLC | 3,609 | $278 | 12/31/2023 |
BSV | 3,609 | $278 | 12/31/2023 |
Glenview Trust Co | 3,595 | $277 | 12/31/2023 |
BSV | 3,595 | $277 | 12/31/2023 |
B & T Capital Management DBA Alpha Capital Management | 3,604 | $276 | 03/31/2024 |
BSV | 3,604 | $276 | 03/31/2024 |
Security National Bank | 3,602 | $276 | 03/31/2024 |
BSV | 3,602 | $276 | 03/31/2024 |
Dravo Bay LLC | 3,556 | $274 | 12/31/2023 |
BSV | 3,556 | $274 | 12/31/2023 |
Capital Investment Advisory Services LLC | 3,496 | $269 | 12/31/2023 |
BSV | 3,496 | $269 | 12/31/2023 |
Steele Capital Management Inc. | 3,484 | $267 | 03/31/2024 |
BSV | 3,484 | $267 | 03/31/2024 |
Windsor Capital Management LLC | 3,450 | $265 | 03/31/2024 |
BSV | 3,450 | $265 | 03/31/2024 |
Charles Schwab Investment Advisory Inc. | 3,422 | $264 | 12/31/2023 |
BSV | 3,422 | $264 | 12/31/2023 |
Blue Chip Partners Inc. | 3,409 | $263 | 12/31/2023 |
BSV | 3,409 | $263 | 12/31/2023 |
American Trust | 3,402 | $262 | 12/31/2023 |
BSV | 3,402 | $262 | 12/31/2023 |
Dearborn Partners LLC | 3,388 | $261 | 12/31/2023 |
BSV | 3,388 | $261 | 12/31/2023 |
Warren Averett Asset Management LLC | 3,379 | $260 | 12/31/2023 |
BSV | 3,379 | $260 | 12/31/2023 |
Lion Street Advisors LLC | 3,357 | $259 | 03/31/2024 |
BSV | 3,357 | $259 | 03/31/2024 |
Nadler Financial Group Inc. | 3,332 | $257 | 12/31/2023 |
BSV | 3,332 | $257 | 12/31/2023 |
Starfox Financial Services LLC | 3,336 | $257 | 12/31/2023 |
BSV | 3,336 | $257 | 12/31/2023 |
Argonautica Private Wealth Management Inc. | 3,333 | $257 | 12/31/2023 |
BSV | 3,333 | $257 | 12/31/2023 |
SignalPoint Asset Management LLC | 3,335 | $256 | 03/31/2024 |
BSV | 3,335 | $256 | 03/31/2024 |
Sloy Dahl & Holst LLC | 3,341 | $256 | 03/31/2024 |
BSV | 3,341 | $256 | 03/31/2024 |
FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 3,333 | $256 | 03/31/2024 |
BSV | 3,333 | $256 | 03/31/2024 |
Vance Wealth Inc. | 3,330 | $256 | 12/31/2023 |
BSV | 3,330 | $256 | 12/31/2023 |
National Wealth Management Group LLC | 3,328 | $256 | 12/31/2023 |
BSV | 3,328 | $256 | 12/31/2023 |
Syntegra Private Wealth Group LLC | 3,307 | $255 | 12/31/2023 |
BSV | 3,307 | $255 | 12/31/2023 |
Boston Financial Mangement LLC | 3,298 | $254 | 12/31/2023 |
BSV | 3,298 | $254 | 12/31/2023 |
Wolff Financial Management LLC | 3,300 | $253 | 03/31/2024 |
BSV | 3,300 | $253 | 03/31/2024 |
Sterling Wealth Management Inc. | 3,285 | $253 | 12/31/2023 |
BSV | 3,285 | $253 | 12/31/2023 |
Busey Wealth Management | 3,273 | $251 | 03/31/2024 |
BSV | 3,273 | $251 | 03/31/2024 |
Index Fund Advisors Inc. | 3,253 | $251 | 12/31/2023 |
BSV | 3,253 | $251 | 12/31/2023 |
JFS Wealth Advisors LLC | 3,238 | $249 | 12/31/2023 |
BSV | 3,238 | $249 | 12/31/2023 |
Park National Corp OH | 3,229 | $248 | 03/31/2024 |
BSV | 3,229 | $248 | 03/31/2024 |
Epic Trust Investment Advisors LLC | 3,225 | $247 | 03/31/2024 |
BSV | 3,225 | $247 | 03/31/2024 |
Lakewood Asset Management LLC | 3,214 | $246 | 03/31/2024 |
BSV | 3,214 | $246 | 03/31/2024 |
Keeley Teton Advisors LLC | 3,200 | $246 | 12/31/2023 |
BSV | 3,200 | $246 | 12/31/2023 |
Spinnaker Trust | 3,180 | $245 | 12/31/2023 |
BSV | 3,180 | $245 | 12/31/2023 |
Asset Allocation & Management Company LLC | 3,142 | $241 | 03/31/2024 |
BSV | 3,142 | $241 | 03/31/2024 |
S. R. Schill & Associates | 3,141 | $241 | 03/31/2024 |
BSV | 3,141 | $241 | 03/31/2024 |
Winthrop Advisory Group LLC | 3,144 | $241 | 03/31/2024 |
BSV | 3,144 | $241 | 03/31/2024 |
Idaho Trust Bank | 3,126 | $241 | 12/31/2023 |
BSV | 3,126 | $241 | 12/31/2023 |
Hudson Portfolio Management LLC | 3,097 | $239 | 12/31/2023 |
BSV | 3,097 | $239 | 12/31/2023 |
RiverGlades Family Offices LLC | 3,105 | $238 | 12/31/2023 |
BSV | 3,105 | $238 | 12/31/2023 |
Lauterbach Financial Advisors LLC | 3,075 | $237 | 12/31/2023 |
BSV | 3,075 | $237 | 12/31/2023 |
Coastwise Capital Group LLC | 3,071 | $237 | 12/31/2023 |
BSV | 3,071 | $237 | 12/31/2023 |
Signature Resources Capital Management LLC | 3,040 | $234 | 03/31/2024 |
BSV | 3,040 | $234 | 03/31/2024 |
Accel Wealth Management | 3,037 | $233 | 03/31/2024 |
BSV | 3,037 | $233 | 03/31/2024 |
Cape Cod Five Cents Savings Bank | 3,021 | $233 | 12/31/2023 |
BSV | 3,021 | $233 | 12/31/2023 |
Meritas Wealth Management LLC | 3,008 | $231 | 03/31/2024 |
BSV | 3,008 | $231 | 03/31/2024 |
Levin Easterly Partners LLC | 3,001 | $231 | 12/31/2023 |
BSV | 3,001 | $231 | 12/31/2023 |
Northstar Advisory Group LLC | 2,993 | $231 | 12/31/2023 |
BSV | 2,993 | $231 | 12/31/2023 |
Aptus Capital Advisors LLC | 2,976 | $229 | 12/31/2023 |
BSV | 2,976 | $229 | 12/31/2023 |
EnRich Financial Partners LLC | 2,980 | $229 | 12/31/2023 |
BSV | 2,980 | $229 | 12/31/2023 |
Strategic Wealth Designers | 2,956 | $228 | 12/31/2023 |
BSV | 2,956 | $228 | 12/31/2023 |
Essex Savings Bank | 2,953 | $227 | 03/31/2024 |
BSV | 2,953 | $227 | 03/31/2024 |
Aprio Wealth Management LLC | 2,967 | $227 | 03/31/2024 |
BSV | 2,967 | $227 | 03/31/2024 |
Warner Financial Inc. | 2,967 | $227 | 03/31/2024 |
BSV | 2,967 | $227 | 03/31/2024 |
Baskin Financial Services Inc. | 2,945 | $227 | 12/31/2023 |
BSV | 2,945 | $227 | 12/31/2023 |
Moors & Cabot Inc. | 2,929 | $226 | 12/31/2023 |
BSV | 2,929 | $226 | 12/31/2023 |
NCM Capital Management LLC | 2,918 | $225 | 12/31/2023 |
BSV | 2,918 | $225 | 12/31/2023 |
TFG Advisers LLC | 2,912 | $224 | 12/31/2023 |
BSV | 2,912 | $224 | 12/31/2023 |
Congress Wealth Management LLC DE | 2,914 | $223 | 03/31/2024 |
BSV | 2,914 | $223 | 03/31/2024 |
Sterling Investment Advisors Ltd. | 2,900 | $223 | 12/31/2023 |
BSV | 2,900 | $223 | 12/31/2023 |
Ironwood Investment Counsel LLC | 2,861 | $220 | 12/31/2023 |
BSV | 2,861 | $220 | 12/31/2023 |
Kraft Asset Management LLC | 2,845 | $219 | 12/31/2023 |
BSV | 2,845 | $219 | 12/31/2023 |
Gilbert & Cook Inc. | 2,829 | $218 | 12/31/2023 |
BSV | 2,829 | $218 | 12/31/2023 |
Patriot Financial Group Insurance Agency LLC | 2,837 | $218 | 12/31/2023 |
BSV | 2,837 | $218 | 12/31/2023 |
E&G Advisors LP | 2,820 | $216 | 03/31/2024 |
BSV | 2,820 | $216 | 03/31/2024 |
Waterfront Wealth Inc. | 2,808 | $216 | 12/31/2023 |
BSV | 2,808 | $216 | 12/31/2023 |
Colonial Trust Co SC | 2,806 | $216 | 12/31/2023 |
BSV | 2,806 | $216 | 12/31/2023 |
Tower Bridge Advisors | $215 | 12/31/2023 | |
MUTUAL | 2,756 | $215 | 12/31/2023 |
Benjamin Edwards Inc. | 2,787 | $215 | 12/31/2023 |
BSV | 2,787 | $215 | 12/31/2023 |
Girard Partners LTD. | 2,779 | $214 | 12/31/2023 |
BSV | 2,779 | $214 | 12/31/2023 |
Fulton Breakefield Broenniman LLC | 2,784 | $214 | 12/31/2023 |
BSV | 2,784 | $214 | 12/31/2023 |
Three Bridge Wealth Advisors LLC | 2,768 | $213 | 12/31/2023 |
BSV | 2,768 | $213 | 12/31/2023 |
Running Point Capital Advisors LLC | 2,733 | $211 | 12/31/2023 |
BSV | 2,733 | $211 | 12/31/2023 |
Brookmont Capital Management | 2,744 | $210 | 03/31/2024 |
BSV | 2,744 | $210 | 03/31/2024 |
Fischer Investment Strategies LLC | 2,702 | $208 | 12/31/2023 |
BSV | 2,702 | $208 | 12/31/2023 |
Harbor Investment Advisory LLC | 2,702 | $207 | 03/31/2024 |
BSV | 2,702 | $207 | 03/31/2024 |
BOS Asset Management LLC | 2,656 | $205 | 12/31/2023 |
BSV | 2,656 | $205 | 12/31/2023 |
Santori & Peters Inc. | 2,664 | $204 | 03/31/2024 |
BSV | 2,664 | $204 | 03/31/2024 |
Belpointe Asset Management LLC | 2,640 | $203 | 12/31/2023 |
BSV | 2,640 | $203 | 12/31/2023 |
Core Wealth Partners LLC | 2,641 | $202 | 03/31/2024 |
BSV | 2,641 | $202 | 03/31/2024 |
Baltimore Washington Financial Advisors Inc. | 2,625 | $202 | 12/31/2023 |
BSV | 2,625 | $202 | 12/31/2023 |
Sound View Wealth Advisors Group LLC | 2,626 | $202 | 12/31/2023 |
BSV | 2,626 | $202 | 12/31/2023 |
Investment Advisory Group LLC | 2,628 | $202 | 12/31/2023 |
BSV | 2,628 | $202 | 12/31/2023 |
Private Wealth Management Group LLC | 2,615 | $201 | 12/31/2023 |
BSV | 2,615 | $201 | 12/31/2023 |
LGT Financial Advisors LLC | 2,535 | $195 | 12/31/2023 |
BSV | 2,535 | $195 | 12/31/2023 |
Lee Financial Co | 2,525 | $194 | 12/31/2023 |
BSV | 2,525 | $194 | 12/31/2023 |
Pacific Center for Financial Services | 2,472 | $190 | 12/31/2023 |
BSV | 2,472 | $190 | 12/31/2023 |
Red Tortoise LLC | 2,463 | $189 | 03/31/2024 |
BSV | 2,463 | $189 | 03/31/2024 |
Lummis Asset Management LP | 2,460 | $189 | 12/31/2023 |
BSV | 2,460 | $189 | 12/31/2023 |
Richard W. Paul & Associates LLC | 2,326 | $179 | 12/31/2023 |
BSV | 2,326 | $179 | 12/31/2023 |
Financial Synergies Wealth Advisors Inc. | 2,306 | $177 | 03/31/2024 |
BSV | 2,306 | $177 | 03/31/2024 |
Life Planning Partners Inc | 2,270 | $175 | 12/31/2023 |
BSV | 2,270 | $175 | 12/31/2023 |
Guardian Wealth Management Inc. | 2,171 | $167 | 12/31/2023 |
BSV | 2,171 | $167 | 12/31/2023 |
Bogart Wealth LLC | 2,150 | $166 | 12/31/2023 |
BSV | 2,150 | $166 | 12/31/2023 |
Beacon Capital Management LLC | 2,176 | $164 | 12/31/2023 |
BSV | 2,176 | $164 | 12/31/2023 |
Sandy Spring Bank | 2,116 | $163 | 12/31/2023 |
BSV | 2,116 | $163 | 12/31/2023 |
Sunbelt Securities Inc. | 1,964 | $151 | 03/31/2024 |
BSV | 1,964 | $151 | 03/31/2024 |
Sugarloaf Wealth Management LLC | 1,918 | $147 | 03/31/2024 |
BSV | 1,918 | $147 | 03/31/2024 |
Clean Yield Group | 1,849 | $142 | 12/31/2023 |
BSV | 1,849 | $142 | 12/31/2023 |
Robinson Value Management Ltd. | 1,842 | $141 | 03/31/2024 |
BSV | 1,842 | $141 | 03/31/2024 |
Balentine LLC | 1,802 | $139 | 12/31/2023 |
BSV | 1,802 | $139 | 12/31/2023 |
Fairfield Bush & CO. | 1,650 | $127 | 12/31/2023 |
BSV | 1,650 | $127 | 12/31/2023 |
JJJ Advisors Inc. | 1,642 | $126 | 03/31/2024 |
BSV | 1,642 | $126 | 03/31/2024 |
Community Bank N.A. | 1,615 | $124 | 12/31/2023 |
BSV | 1,615 | $124 | 12/31/2023 |
Keener Financial Planning LLC | 1,578 | $122 | 12/31/2023 |
BSV | 1,578 | $122 | 12/31/2023 |
Guardian Wealth Advisors LLC NC | 1,581 | $121 | 12/31/2023 |
BSV | 1,581 | $121 | 12/31/2023 |
Ritter Daniher Financial Advisory LLC DE | 1,530 | $118 | 12/31/2023 |
BSV | 1,530 | $118 | 12/31/2023 |
Wit LLC | 1,496 | $115 | 12/31/2023 |
BSV | 1,496 | $115 | 12/31/2023 |
Coppell Advisory Solutions LLC | 1,484 | $114 | 12/31/2023 |
BSV | 1,484 | $114 | 12/31/2023 |
Northwest Capital Management Inc | 1,462 | $112 | 03/31/2024 |
BSV | 1,462 | $112 | 03/31/2024 |
Crewe Advisors LLC | 1,390 | $107 | 12/31/2023 |
BSV | 1,390 | $107 | 12/31/2023 |
CVA Family Office LLC | 1,317 | $101 | 03/31/2024 |
BSV | 1,317 | $101 | 03/31/2024 |
Cape Investment Advisory Inc. | 1,280 | $99 | 12/31/2023 |
BSV | 1,280 | $99 | 12/31/2023 |
Caitlin John LLC | 1,260 | $97 | 12/31/2023 |
BSV | 1,260 | $97 | 12/31/2023 |
Front Row Advisors LLC | 1,230 | $95 | 12/31/2023 |
BSV | 1,230 | $95 | 12/31/2023 |
Newbridge Financial Services Group Inc. | 1,224 | $94 | 03/31/2024 |
BSV | 1,224 | $94 | 03/31/2024 |
Opal Wealth Advisors LLC | 1,219 | $93 | 03/31/2024 |
BSV | 1,219 | $93 | 03/31/2024 |
Maryland Capital Advisors Inc. | 1,189 | $91 | 03/31/2024 |
BSV | 1,189 | $91 | 03/31/2024 |
Clearstead Advisors LLC | 1,181 | $91 | 12/31/2023 |
BSV | 1,181 | $91 | 12/31/2023 |
Founders Financial Alliance LLC | 1,165 | $90 | 12/31/2023 |
BSV | 1,165 | $90 | 12/31/2023 |
Center for Financial Planning Inc. | 1,140 | $88 | 12/31/2023 |
BSV | 1,140 | $88 | 12/31/2023 |
Clear Investment Research LLC | 1,107 | $85 | 12/31/2023 |
BSV | 1,107 | $85 | 12/31/2023 |
Main Street Group LTD | $85 | 12/31/2023 | |
BOND FUNDS | 8,399 | $85 | 12/31/2023 |
DecisionPoint Financial LLC | 1,092 | $84 | 12/31/2023 |
BSV | 1,092 | $84 | 12/31/2023 |
Roble Belko & Company Inc | 993 | $76 | 03/31/2024 |
BSV | 993 | $76 | 03/31/2024 |
Investment Research & Advisory Group Inc. | 991 | $76 | 03/31/2024 |
BSV | 991 | $76 | 03/31/2024 |
Stephens Consulting LLC | 994 | $76 | 03/31/2024 |
BSV | 994 | $76 | 03/31/2024 |
WealthCollab LLC | 968 | $75 | 12/31/2023 |
BSV | 968 | $75 | 12/31/2023 |
Laurel Wealth Advisors LLC | 962 | $74 | 12/31/2023 |
BSV | 962 | $74 | 12/31/2023 |
First Financialcorp IN | 928 | $71 | 03/31/2024 |
BSV | 928 | $71 | 03/31/2024 |
Asset Dedication LLC | 913 | $69 | 03/31/2024 |
BSV | 913 | $69 | 03/31/2024 |
First Personal Financial Services | 865 | $67 | 12/31/2023 |
BSV | 865 | $67 | 12/31/2023 |
Atlantic Trust LLC | 861 | $66 | 12/31/2023 |
BSV | 861 | $66 | 12/31/2023 |
WealthShield Partners LLC | 841 | $65 | 12/31/2023 |
BSV | 841 | $65 | 12/31/2023 |
Versant Capital Management Inc | 824 | $63 | 03/31/2024 |
BSV | 824 | $63 | 03/31/2024 |
Resurgent Financial Advisors LLC | 808 | $62 | 12/31/2023 |
BSV | 808 | $62 | 12/31/2023 |
Tucker Asset Management LLC | 792 | $61 | 12/31/2023 |
BSV | 792 | $61 | 12/31/2023 |
Bank of New Hampshire | 765 | $59 | 03/31/2024 |
BSV | 765 | $59 | 03/31/2024 |
FinTrust Capital Advisors LLC | 763 | $59 | 12/31/2023 |
BSV | 763 | $59 | 12/31/2023 |
Horrell Capital Management Inc. | 735 | $57 | 12/31/2023 |
BSV | 735 | $57 | 12/31/2023 |
Townsend Asset Management Corp NC ADV | 724 | $56 | 12/31/2023 |
BSV | 724 | $56 | 12/31/2023 |
Dixon Mitchell Investment Counsel Inc. | 707 | $54 | 03/31/2024 |
BSV | 707 | $54 | 03/31/2024 |
Princeton Global Asset Management LLC | 650 | $50 | 12/31/2023 |
BSV | 650 | $50 | 12/31/2023 |
Provence Wealth Management Group | 634 | $49 | 12/31/2023 |
BSV | 634 | $49 | 12/31/2023 |
Peoples Financial Services CORP. | 625 | $48 | 03/31/2024 |
BSV | 625 | $48 | 03/31/2024 |
Bray Capital Advisors | 625 | $48 | 12/31/2023 |
BSV | 625 | $48 | 12/31/2023 |
West Paces Advisors Inc. | 611 | $47 | 03/31/2024 |
BSV | 611 | $47 | 03/31/2024 |
Tradition Wealth Management LLC | 605 | $47 | 12/31/2023 |
BSV | 605 | $47 | 12/31/2023 |
Investors Research Corp | 602 | $46 | 12/31/2023 |
BSV | 602 | $46 | 12/31/2023 |
American National Bank | 549 | $42 | 03/31/2024 |
BSV | 549 | $42 | 03/31/2024 |
DB Wealth Management Group LLC | 546 | $42 | 12/31/2023 |
BSV | 546 | $42 | 12/31/2023 |
Oakworth Capital Inc. | 531 | $41 | 03/31/2024 |
BSV | 531 | $41 | 03/31/2024 |
North Star Investment Management Corp. | 538 | $41 | 12/31/2023 |
BSV | 538 | $41 | 12/31/2023 |
Focused Wealth Management Inc | 515 | $40 | 12/31/2023 |
BSV | 515 | $40 | 12/31/2023 |
MCF Advisors LLC | 500 | $38 | 03/31/2024 |
BSV | 500 | $38 | 03/31/2024 |
Financial Perspectives Inc | 492 | $38 | 03/31/2024 |
BSV | 492 | $38 | 03/31/2024 |
Fairman Group LLC | 493 | $38 | 12/31/2023 |
BSV | 493 | $38 | 12/31/2023 |
Atlas Capital Advisors LLC | 468 | $36 | 03/31/2024 |
BSV | 468 | $36 | 03/31/2024 |
Hazlett Burt & Watson Inc. | 466 | $36 | 12/31/2023 |
BSV | 466 | $36 | 12/31/2023 |
Orion Capital Management LLC | 456 | $35 | 12/31/2023 |
BSV | 456 | $35 | 12/31/2023 |
Hexagon Capital Partners LLC | 439 | $34 | 03/31/2024 |
BSV | 439 | $34 | 03/31/2024 |
Truvestments Capital LLC | 447 | $34 | 12/31/2023 |
BSV | 447 | $34 | 12/31/2023 |
CNB Bank | 423 | $33 | 12/31/2023 |
BSV | 423 | $33 | 12/31/2023 |
Dividend Assets Capital LLC | 405 | $31 | 12/31/2023 |
BSV | 405 | $31 | 12/31/2023 |
Cassady Schiller Wealth Management LLC | 373 | $29 | 12/31/2023 |
BSV | 373 | $29 | 12/31/2023 |
Register Financial Advisors LLC | 350 | $27 | 03/31/2024 |
BSV | 350 | $27 | 03/31/2024 |
Headlands Technologies LLC | 332 | $26 | 12/31/2023 |
BSV | 332 | $26 | 12/31/2023 |
Tidemark LLC | 324 | $25 | 12/31/2023 |
BSV | 324 | $25 | 12/31/2023 |
Scarborough Advisors LLC | 300 | $23 | 12/31/2023 |
BSV | 300 | $23 | 12/31/2023 |
Baldwin Brothers Inc. MA | 293 | $22 | 03/31/2024 |
BSV | 293 | $22 | 03/31/2024 |
ZRC Wealth Management LLC | 289 | $22 | 03/31/2024 |
BSV | 289 | $22 | 03/31/2024 |
Castleview Partners LLC | 291 | $22 | 12/31/2023 |
BSV | 291 | $22 | 12/31/2023 |
Y.D. More Investments Ltd | 288 | $22 | 12/31/2023 |
BSV | 288 | $22 | 12/31/2023 |
Winthrop Capital Management LLC | 288 | $22 | 12/31/2023 |
BSV | 288 | $22 | 12/31/2023 |
Indiana Trust & Investment Management CO | 269 | $21 | 03/31/2024 |
BSV | 269 | $21 | 03/31/2024 |
Marquette Asset Management LLC | 277 | $21 | 12/31/2023 |
BSV | 277 | $21 | 12/31/2023 |
Caldwell Sutter Capital Inc. | 267 | $20 | 03/31/2024 |
BSV | 267 | $20 | 03/31/2024 |
Sound Income Strategies LLC | 259 | $20 | 03/31/2024 |
BSV | 259 | $20 | 03/31/2024 |
Addison Advisors LLC | 250 | $19 | 12/31/2023 |
BSV | 250 | $19 | 12/31/2023 |
Impact Partnership Wealth LLC | 249 | $19 | 12/31/2023 |
BSV | 249 | $19 | 12/31/2023 |
Future Financial Wealth Managment LLC | 230 | $18 | 03/31/2024 |
BSV | 230 | $18 | 03/31/2024 |
Key Financial Inc | 215 | $17 | 12/31/2023 |
BSV | 215 | $17 | 12/31/2023 |
Adirondack Trust Co. | 207 | $16 | 03/31/2024 |
BSV | 207 | $16 | 03/31/2024 |
Global Wealth Strategies & Associates | 211 | $16 | 03/31/2024 |
BSV | 211 | $16 | 03/31/2024 |
GPS Wealth Strategies Group LLC | 210 | $16 | 12/31/2023 |
BSV | 210 | $16 | 12/31/2023 |
VisionPoint Advisory Group LLC | 203 | $16 | 12/31/2023 |
BSV | 203 | $16 | 12/31/2023 |
Tyler Stone Wealth Management | 210 | $16 | 12/31/2023 |
BSV | 210 | $16 | 12/31/2023 |
Foster Dykema Cabot & Partners LLC | 202 | $16 | 12/31/2023 |
BSV | 202 | $16 | 12/31/2023 |
Nvwm LLC | 200 | $15 | 12/31/2023 |
BSV | 200 | $15 | 12/31/2023 |
Tsfg LLC | 183 | $14 | 03/31/2024 |
BSV | 183 | $14 | 03/31/2024 |
Sanctuary Wealth Management L.L.C. | 171 | $13 | 12/31/2023 |
BSV | 171 | $13 | 12/31/2023 |
Lindbrook Capital LLC | 174 | $13 | 12/31/2023 |
BSV | 174 | $13 | 12/31/2023 |
Livelsberger Financial Advisory | 174 | $13 | 12/31/2023 |
BSV | 174 | $13 | 12/31/2023 |
First Pacific Financial | 157 | $12 | 03/31/2024 |
BSV | 157 | $12 | 03/31/2024 |
NewSquare Capital LLC | 145 | $11 | 12/31/2023 |
BSV | 145 | $11 | 12/31/2023 |
Sachetta LLC | 149 | $11 | 12/31/2023 |
BSV | 149 | $11 | 12/31/2023 |
Westside Investment Management Inc. | 130 | $10 | 03/31/2024 |
BSV | 130 | $10 | 03/31/2024 |
FSC Wealth Advisors LLC | 135 | $10 | 03/31/2024 |
BSV | 135 | $10 | 03/31/2024 |
Brown Brothers Harriman & Co. | 122 | $9 | 12/31/2023 |
BSV | 122 | $9 | 12/31/2023 |
Peachtree Investment Partners LLC | 111 | $9 | 12/31/2023 |
BSV | 111 | $9 | 12/31/2023 |
Wolff Wiese Magana LLC | 103 | $8 | 03/31/2024 |
BSV | 103 | $8 | 03/31/2024 |
Planning Capital Management Corp | 100 | $8 | 12/31/2023 |
BSV | 100 | $8 | 12/31/2023 |
SOA Wealth Advisors LLC. | 96 | $7 | 03/31/2024 |
BSV | 96 | $7 | 03/31/2024 |
Coston McIsaac & Partners | 89 | $7 | 03/31/2024 |
BSV | 89 | $7 | 03/31/2024 |
Penserra Capital Management LLC | 96 | $7 | 12/31/2023 |
BSV | 96 | $7 | 12/31/2023 |
Atticus Wealth Management LLC | 77 | $6 | 03/31/2024 |
BSV | 77 | $6 | 03/31/2024 |
Cedar Wealth Management LLC | 77 | $6 | 12/31/2023 |
BSV | 77 | $6 | 12/31/2023 |
Garner Asset Management Corp | 80 | $6 | 12/31/2023 |
BSV | 80 | $6 | 12/31/2023 |
HighMark Wealth Management LLC | 76 | $6 | 12/31/2023 |
BSV | 76 | $6 | 12/31/2023 |
Cedar Mountain Advisors LLC | 70 | $5 | 03/31/2024 |
BSV | 70 | $5 | 03/31/2024 |
Institutional & Family Asset Management LLC | 69 | $5 | 12/31/2023 |
BSV | 69 | $5 | 12/31/2023 |
Kozak & Associates Inc. | 62 | $5 | 12/31/2023 |
BSV | 62 | $5 | 12/31/2023 |
Concord Wealth Partners | 70 | $5 | 12/31/2023 |
BSV | 70 | $5 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 57 | $4 | 12/31/2023 |
BSV | 57 | $4 | 12/31/2023 |
Legacy Bridge LLC | 50 | $4 | 12/31/2023 |
BSV | 50 | $4 | 12/31/2023 |
FSA Wealth Management LLC | 46 | $4 | 12/31/2023 |
BSV | 46 | $4 | 12/31/2023 |
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 46 | $3 | 03/31/2024 |
BSV | 46 | $3 | 03/31/2024 |
Bangor Savings Bank | 40 | $3 | 03/31/2024 |
BSV | 40 | $3 | 03/31/2024 |
Tower Research Capital LLC TRC | 44 | $3 | 12/31/2023 |
BSV | 44 | $3 | 12/31/2023 |
Eukles Asset Management | 37 | $3 | 12/31/2023 |
BSV | 37 | $3 | 12/31/2023 |
Oliver Lagore Vanvalin Investment Group | 42 | $3 | 12/31/2023 |
BSV | 42 | $3 | 12/31/2023 |
Gradient Investments LLC | 24 | $2 | 03/31/2024 |
BSV | 24 | $2 | 03/31/2024 |
Venturi Wealth Management LLC | 30 | $2 | 03/31/2024 |
BSV | 30 | $2 | 03/31/2024 |
Thompson Siegel & Walmsley LLC | 29 | $2 | 12/31/2023 |
BSV | 29 | $2 | 12/31/2023 |
Salem Investment Counselors Inc. | 10 | $1 | 03/31/2024 |
BSV | 10 | $1 | 03/31/2024 |
Davis Capital Management | 15 | $1 | 03/31/2024 |
BSV | 15 | $1 | 03/31/2024 |
4Thought Financial Group Inc. | 13 | $1 | 03/31/2024 |
BSV | 13 | $1 | 03/31/2024 |
Mine & Arao Wealth Creation & Management LLC. | 14 | $1 | 12/31/2023 |
BSV | 14 | $1 | 12/31/2023 |
Financial Connections Group Inc. | 7 | $1 | 12/31/2023 |
BSV | 7 | $1 | 12/31/2023 |
Pineridge Advisors LLC | 8 | $1 | 12/31/2023 |
BSV | 8 | $1 | 12/31/2023 |
IAG Wealth Partners LLC | 0 | $0 | 03/31/2024 |
BSV | 0 | $0 | 03/31/2024 |
Transamerica Financial Advisors Inc. | 1 | $0 | 12/31/2023 |
BSV | 1 | $0 | 12/31/2023 |
Gables Capital Management Inc. | 1 | $0 | 12/31/2023 |
BSV | 1 | $0 | 12/31/2023 |
Spotlight Asset Group Inc. | 3 | $0 | 12/31/2023 |
BSV | 3 | $0 | 12/31/2023 |
Jamison Private Wealth Management Inc. | 5 | $0 | 12/31/2023 |
BSV | 5 | $0 | 12/31/2023 |
Able Wealth Management LLC | 5 | $0 | 12/31/2023 |
BSV | 5 | $0 | 12/31/2023 |
See Summary: Institutional Holders of BSV
See Details: Top 10 Hedge Funds Holding BSV
Also See: BSV Holdings Changes
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