HoldingsChannel.com
Funds Holding MBB

On this page, we present all of the funds holding MBB from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding MBB, with a link to that fund's top holdings. The next columns indicate the amount of MBB stock held by each of the funds holding MBB, followed by the MBB position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 834 funds holding MBB within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding MBB), click the fund name in the "Holder" column of the funds-holding-MBB table below.

HolderAmountPosition Size
($ in 1000's)		 As of
Bank of America Corp DE $7,079,726 12/31/2023
     MBB75,324,690$7,086,547 12/31/2023
     Put72,500$6,821 12/31/2023
JPMorgan Chase & Co.30,221,859$2,843,272 12/31/2023
     MBB30,221,859$2,843,272 12/31/2023
Envestnet Asset Management Inc.21,347,964$2,008,416 12/31/2023
     MBB21,347,964$2,008,416 12/31/2023
LPL Financial LLC17,206,154$1,618,755 12/31/2023
     MBB17,206,154$1,618,755 12/31/2023
Ameriprise Financial Inc.13,658,093$1,285,675 12/31/2023
     MBB13,658,093$1,285,675 12/31/2023
Morgan Stanley7,063,172$664,503 12/31/2023
     MBB7,063,172$664,503 12/31/2023
Charles Schwab Investment Advisory Inc.5,460,902$513,762 12/31/2023
     MBB5,460,902$513,762 12/31/2023
TIAA Trust National Association4,167,402$392,528 12/31/2023
     MBB4,167,402$392,528 12/31/2023
Bank of New York Mellon Corp3,537,056$332,766 12/31/2023
     MBB3,537,056$332,766 12/31/2023
Truist Financial Corp3,201,188$301,168 12/31/2023
     MBB3,201,188$301,168 12/31/2023
Stifel Financial Corp3,024,264$284,523 12/31/2023
     MBB3,024,264$284,523 12/31/2023
Wells Fargo & Company MN3,021,758$284,287 12/31/2023
     MBB3,021,758$284,287 12/31/2023
State of Tennessee Treasury Department2,944,478$277,016 12/31/2023
     MBB2,944,478$277,016 12/31/2023
Allworth Financial LP2,777,089$256,659 03/31/2024
     MBB2,777,089$256,659 03/31/2024
Envestnet Portfolio Solutions Inc.2,627,529$247,198 12/31/2023
     MBB2,627,529$247,198 12/31/2023
BlackRock Inc.2,599,478$244,559 12/31/2023
     MBB2,599,478$244,559 12/31/2023
CWM LLC2,321,736$214,575 03/31/2024
     MBB2,321,736$214,575 03/31/2024
Adviser Investments LLC2,235,560$210,322 12/31/2023
     MBB2,235,560$210,322 12/31/2023
Royal Bank of Canada2,172,309$204,372 12/31/2023
     MBB2,172,309$204,372 12/31/2023
US Bancorp DE2,062,436$194,034 12/31/2023
     MBB2,062,436$194,034 12/31/2023
Advisor Group Holdings Inc.1,991,501$187,491 12/31/2023
     MBB1,991,501$187,491 12/31/2023
Goldman Sachs Group Inc. $187,391 12/31/2023
     MBB1,879,321$176,807 12/31/2023
     Call112,500$10,584 12/31/2023
FMR LLC1,895,441$178,323 12/31/2023
     MBB1,895,441$178,323 12/31/2023
Sei Investments Co.1,876,650$176,554 12/31/2023
     MBB1,876,650$176,554 12/31/2023
UBS Group AG1,745,071$164,176 12/31/2023
     MBB1,745,071$164,176 12/31/2023
Midland Wealth Advisors LLC1,609,920$151,461 12/31/2023
     MBB1,609,920$151,461 12/31/2023
United Capital Financial Advisers LLC1,546,619$145,506 12/31/2023
     MBB1,546,619$145,506 12/31/2023
State of Michigan Retirement System1,565,800$144,711 03/31/2024
     MBB1,565,800$144,711 03/31/2024
Quotient Wealth Partners LLC1,472,932$138,573 12/31/2023
     MBB1,472,932$138,573 12/31/2023
Bridgewater Associates LP1,451,800$136,585 12/31/2023
     MBB1,451,800$136,585 12/31/2023
Ronald Blue Trust Inc.1,443,342$128,168 12/31/2023
     MBB1,443,342$128,168 12/31/2023
Park Avenue Securities LLC1,376,978$127,260 03/31/2024
     MBB1,376,978$127,260 03/31/2024
Janney Montgomery Scott LLC1,319,723$124,160 12/31/2023
     MBB1,319,723$124,160 12/31/2023
Jane Street Group LLC1,312,913$123,519 12/31/2023
     MBB1,312,913$123,519 12/31/2023
Hancock Whitney Corp1,258,998$118,447 12/31/2023
     MBB1,258,998$118,447 12/31/2023
MML Investors Services LLC1,234,341$116,127 12/31/2023
     MBB1,234,341$116,127 12/31/2023
Resources Investment Advisors LLC.1,211,734$114,000 12/31/2023
     MBB1,211,734$114,000 12/31/2023
Sumitomo Mitsui Trust Holdings Inc.1,073,501$99,213 03/31/2024
     MBB1,073,501$99,213 03/31/2024
Municipal Employees Retirement System of Michigan1,066,311$98,548 03/31/2024
     MBB1,066,311$98,548 03/31/2024
Asset Management One Co. Ltd.1,017,143$95,805 12/31/2023
     MBB1,017,143$95,805 12/31/2023
Bank of Montreal Can967,293$91,003 12/31/2023
     MBB967,293$91,003 12/31/2023
Money Design Co. Ltd.903,173$84,971 12/31/2023
     MBB903,173$84,971 12/31/2023
Miracle Mile Advisors LLC884,349$81,732 03/31/2024
     MBB884,349$81,732 03/31/2024
Cetera Investment Advisers736,726$69,311 12/31/2023
     MBB736,726$69,311 12/31/2023
Commonwealth Equity Services LLC723,509$68,068 12/31/2023
     MBB723,509$68,068 12/31/2023
Evoke Wealth LLC638,533$60,073 12/31/2023
     MBB638,533$60,073 12/31/2023
Sensible Financial Planning & Management LLC.607,790$57,181 12/31/2023
     MBB607,790$57,181 12/31/2023
Alliancebernstein L.P.602,807$56,712 12/31/2023
     MBB602,807$56,712 12/31/2023
Johnson Financial Group Inc.566,688$53,314 12/31/2023
     MBB566,688$53,314 12/31/2023
STA Wealth Management LLC563,843$53,046 12/31/2023
     MBB563,843$53,046 12/31/2023
Connectus Wealth LLC548,677$51,657 12/31/2023
     MBB548,677$51,657 12/31/2023
Mirae Asset Global Investments Co. Ltd.539,622$50,790 12/31/2023
     MBB539,622$50,790 12/31/2023
Haverford Trust Co.537,935$50,609 12/31/2023
     MBB537,935$50,609 12/31/2023
Rockland Trust Co.519,594$48,021 03/31/2024
     MBB519,594$48,021 03/31/2024
Raymond James & Associates513,448$47,453 03/31/2024
     MBB513,448$47,453 03/31/2024
Franklin Resources Inc.503,504$47,370 12/31/2023
     MBB503,504$47,370 12/31/2023
Korea Investment CORP500,000$47,040 12/31/2023
     MBB500,000$47,040 12/31/2023
Global Assets Advisory LLC503,126$46,499 03/31/2024
     MBB503,126$46,499 03/31/2024
Raymond James Financial Services Advisors Inc.497,232$45,954 03/31/2024
     MBB497,232$45,954 03/31/2024
Mitsubishi UFJ Kokusai Asset Management Co. Ltd.476,000$44,577 12/31/2023
     MBB476,000$44,577 12/31/2023
Willis Johnson & Associates Inc.464,178$42,899 03/31/2024
     MBB464,178$42,899 03/31/2024
Fisher Asset Management LLC444,210$41,791 12/31/2023
     MBB444,210$41,791 12/31/2023
CI Private Wealth LLC425,506$40,032 12/31/2023
     MBB425,506$40,032 12/31/2023
SkyView Investment Advisors LLC420,841$39,707 12/31/2023
     MBB420,841$39,707 12/31/2023
CIBC Asset Management Inc415,107$39,053 12/31/2023
     MBB415,107$39,053 12/31/2023
Allianz Asset Management GmbH409,489$38,525 12/31/2023
     MBB409,489$38,525 12/31/2023
Capital Investment Advisors LLC413,916$38,254 03/31/2024
     MBB413,916$38,254 03/31/2024
Cetera Advisor Networks LLC402,615$37,878 12/31/2023
     MBB402,615$37,878 12/31/2023
Conning Inc.387,672$36,472 12/31/2023
     MBB387,672$36,472 12/31/2023
The PNC Financial Services Group Inc.386,404$36,353 12/31/2023
     MBB386,404$36,353 12/31/2023
Assetmark Inc.383,214$36,053 12/31/2023
     MBB383,214$36,053 12/31/2023
Cetera Advisors LLC374,585$35,241 12/31/2023
     MBB374,585$35,241 12/31/2023
Mill Creek Capital Advisors LLC360,725$33,937 12/31/2023
     MBB360,725$33,937 12/31/2023
Capital Advisors Inc. OK357,304$33,615 12/31/2023
     MBB357,304$33,615 12/31/2023
Manning & Napier Group LLC356,061$32,907 03/31/2024
     MBB356,061$32,907 03/31/2024
Sumitomo Mitsui Financial Group Inc.347,371$32,681 12/31/2023
     MBB347,371$32,681 12/31/2023
Financial Gravity Asset Management Inc.346,045$32,556 12/31/2023
     MBB346,045$32,556 12/31/2023
Zurich Insurance Group Ltd FI338,060$31,795 12/31/2023
     MBB338,060$31,795 12/31/2023
Creative Planning333,228$31,350 12/31/2023
     MBB333,228$31,350 12/31/2023
Mitsubishi UFJ Trust & Banking Corp322,592$30,349 12/31/2023
     MBB322,592$30,349 12/31/2023
Thrivent Financial for Lutherans318,849$29,997 12/31/2023
     MBB318,849$29,997 12/31/2023
JB Capital LLC316,586$29,784 12/31/2023
     MBB316,586$29,784 12/31/2023
Atria Wealth Solutions Inc.312,629$29,412 12/31/2023
     MBB312,629$29,412 12/31/2023
Wealthsource Partners LLC309,641$29,131 12/31/2023
     MBB309,641$29,131 12/31/2023
Point72 Asset Management L.P. $28,337 12/31/2023
     Call301,200$28,337 12/31/2023
ST Germain D J Co. Inc.289,551$26,760 03/31/2024
     MBB289,551$26,760 03/31/2024
Allspring Global Investments Holdings LLC288,623$26,675 03/31/2024
     MBB288,623$26,675 03/31/2024
AE Wealth Management LLC286,693$26,579 12/31/2023
     MBB286,693$26,579 12/31/2023
Cambridge Investment Research Advisors Inc.270,137$24,966 03/31/2024
     MBB270,137$24,966 03/31/2024
Horizon Investments LLC259,060$24,295 12/31/2023
     MBB259,060$24,295 12/31/2023
Foundations Investment Advisors LLC255,358$23,991 12/31/2023
     MBB255,358$23,991 12/31/2023
Millennium Management LLC243,748$22,932 12/31/2023
     MBB243,748$22,932 12/31/2023
Rockefeller Capital Management L.P.240,346$22,612 12/31/2023
     MBB240,346$22,612 12/31/2023
Galvin Gaustad & Stein LLC237,949$21,991 03/31/2024
     MBB237,949$21,991 03/31/2024
Parnassus Investments CA232,752$21,897 12/31/2023
     MBB232,752$21,897 12/31/2023
Arvest Investments Inc.236,152$21,825 03/31/2024
     MBB236,152$21,825 03/31/2024
West Coast Financial LLC235,767$21,790 03/31/2024
     MBB235,767$21,790 03/31/2024
Change Path LLC230,987$21,731 12/31/2023
     MBB230,987$21,731 12/31/2023
Proequities Inc.230,447$21,680 12/31/2023
     MBB230,447$21,680 12/31/2023
Tortoise Investment Management LLC229,761$21,616 12/31/2023
     MBB229,761$21,616 12/31/2023
Bangor Savings Bank233,120$21,545 03/31/2024
     MBB233,120$21,545 03/31/2024
Acorns Advisers LLC228,051$21,455 12/31/2023
     MBB228,051$21,455 12/31/2023
Sage Advisory Services Ltd.Co.225,297$21,196 12/31/2023
     MBB225,297$21,196 12/31/2023
GWM Advisors LLC224,677$21,028 12/31/2023
     MBB224,677$21,028 12/31/2023
Clearwater Capital Advisors LLC222,679$20,950 12/31/2023
     MBB222,679$20,950 12/31/2023
Horst & Graben Wealth Management LLC226,237$20,909 03/31/2024
     MBB226,237$20,909 03/31/2024
Rational Advisors LLC225,492$20,840 03/31/2024
     MBB225,492$20,840 03/31/2024
UBS Asset Management Americas Inc.219,598$20,660 12/31/2023
     MBB219,598$20,660 12/31/2023
Integrated Wealth Concepts LLC218,370$20,544 12/31/2023
     MBB218,370$20,544 12/31/2023
Cresset Asset Management LLC217,754$20,486 12/31/2023
     MBB217,754$20,486 12/31/2023
PointState Capital LP213,436$20,080 12/31/2023
     MBB213,436$20,080 12/31/2023
Brookstone Capital Management215,417$19,909 03/31/2024
     MBB215,417$19,909 03/31/2024
RKL Wealth Management LLC210,350$19,790 12/31/2023
     MBB210,350$19,790 12/31/2023
FDx Advisors Inc.208,417$19,608 12/31/2023
     MBB208,417$19,608 12/31/2023
Pathstone Holdings LLC206,117$19,392 12/31/2023
     MBB206,117$19,392 12/31/2023
Keybank National Association OH205,516$19,335 12/31/2023
     MBB205,516$19,335 12/31/2023
Eagle Ridge Investment Management198,442$18,340 03/31/2024
     MBB198,442$18,340 03/31/2024
Parkside Investments LLC198,325$18,329 03/31/2024
     MBB198,325$18,329 03/31/2024
Confluence Investment Management LLC197,700$18,271 03/31/2024
     MBB197,700$18,271 03/31/2024
Atria Investments LLC193,018$18,159 12/31/2023
     MBB193,018$18,159 12/31/2023
Prudential Financial Inc.192,903$18,148 12/31/2023
     MBB192,903$18,148 12/31/2023
Advocacy Wealth Management Services LLC194,484$17,974 03/31/2024
     MBB194,484$17,974 03/31/2024
Vestmark Advisory Solutions Inc.180,541$16,985 12/31/2023
     MBB180,541$16,985 12/31/2023
Kingsview Wealth Management LLC178,337$16,778 12/31/2023
     MBB178,337$16,778 12/31/2023
Susquehanna International Group LLP $16,534 12/31/2023
     Call181,800$17,104 12/31/2023
     Put61,600$5,795 12/31/2023
     MBB55,540$5,225 12/31/2023
Modera Wealth Management LLC171,479$16,133 12/31/2023
     MBB171,479$16,133 12/31/2023
Meridian Wealth Partners LLC169,095$15,908 12/31/2023
     MBB169,095$15,908 12/31/2023
High Falls Advisors Inc165,690$15,588 12/31/2023
     MBB165,690$15,588 12/31/2023
Sharkey Howes & Javer167,834$15,511 03/31/2024
     MBB167,834$15,511 03/31/2024
Mariner LLC161,878$15,229 12/31/2023
     MBB161,878$15,229 12/31/2023
NewSquare Capital LLC161,153$15,161 12/31/2023
     MBB161,153$15,161 12/31/2023
Stephens Inc. AR160,506$15,100 12/31/2023
     MBB160,506$15,100 12/31/2023
TCW Group Inc.157,492$14,817 12/31/2023
     MBB157,492$14,817 12/31/2023
Loomis Sayles & Co. L P156,911$14,762 12/31/2023
     MBB156,911$14,762 12/31/2023
Prime Capital Investment Advisors LLC156,394$14,714 12/31/2023
     MBB156,394$14,714 12/31/2023
Private Advisor Group LLC156,285$14,703 12/31/2023
     MBB156,285$14,703 12/31/2023
Kestra Advisory Services LLC155,040$14,586 12/31/2023
     MBB155,040$14,586 12/31/2023
Park Avenue Institutional Advisers LLC152,000$14,300 12/31/2023
     MBB152,000$14,300 12/31/2023
Banque Cantonale Vaudoise153,400$14,177 03/31/2024
     MBB153,400$14,177 03/31/2024
Nottingham Advisors Inc.150,348$14,145 12/31/2023
     MBB150,348$14,145 12/31/2023
First Trust Advisors LP147,844$13,909 12/31/2023
     MBB147,844$13,909 12/31/2023
Perigon Wealth Management LLC144,659$13,610 12/31/2023
     MBB144,659$13,610 12/31/2023
LWS Wealth Advisors Inc.143,001$13,454 12/31/2023
     MBB143,001$13,454 12/31/2023
Retirement Capital Strategies142,190$13,377 12/31/2023
     MBB142,190$13,377 12/31/2023
Boltwood Capital Management142,025$13,126 03/31/2024
     MBB142,025$13,126 03/31/2024
Motley Fool Wealth Management LLC138,538$13,029 12/31/2023
     MBB138,538$13,029 12/31/2023
Austin Private Wealth LLC142,127$13,009 03/31/2024
     MBB142,127$13,009 03/31/2024
Icon Wealth Advisors LLC137,050$12,894 12/31/2023
     MBB137,050$12,894 12/31/2023
Leuthold Group LLC135,433$12,742 12/31/2023
     MBB135,433$12,742 12/31/2023
Global Retirement Partners LLC135,986$12,568 03/31/2024
     MBB135,986$12,568 03/31/2024
McKinley Carter Wealth Services Inc.132,605$12,475 12/31/2023
     MBB132,605$12,475 12/31/2023
Lineweaver Wealth Advisors LLC132,110$12,431 12/31/2023
     MBB132,110$12,431 12/31/2023
Chiron Investment Management LLC131,599$12,381 12/31/2023
     MBB131,599$12,381 12/31/2023
Guggenheim Capital LLC130,718$12,298 12/31/2023
     MBB130,718$12,298 12/31/2023
Betterment LLC130,216$12,251 12/31/2023
     MBB130,216$12,251 12/31/2023
Lazard Asset Management LLC130,157$12,244 12/31/2023
     MBB130,157$12,244 12/31/2023
Lutz Financial Services LLC129,422$12,176 12/31/2023
     MBB129,422$12,176 12/31/2023
Tandem Wealth Advisors LLC128,115$12,053 12/31/2023
     MBB128,115$12,053 12/31/2023
Huntington National Bank128,008$12,043 12/31/2023
     MBB128,008$12,043 12/31/2023
Steel Peak Wealth Management LLC130,020$12,016 03/31/2024
     MBB130,020$12,016 03/31/2024
Hilltop Holdings Inc.125,744$11,830 12/31/2023
     MBB125,744$11,830 12/31/2023
Lincoln Capital Corp126,438$11,685 03/31/2024
     MBB126,438$11,685 03/31/2024
BCJ Capital Management LLC123,910$11,657 12/31/2023
     MBB123,910$11,657 12/31/2023
Benchmark Investment Advisors LLC123,910$11,657 12/31/2023
     MBB123,910$11,657 12/31/2023
Goelzer Investment Management Inc.118,670$11,164 12/31/2023
     MBB118,670$11,164 12/31/2023
Shelter Mutual Insurance Co116,520$10,962 12/31/2023
     MBB116,520$10,962 12/31/2023
CI Investments Inc.116,207$10,933 12/31/2023
     MBB116,207$10,933 12/31/2023
Avantax Advisory Services Inc.114,365$10,760 12/31/2023
     MBB114,365$10,760 12/31/2023
Cary Street Partners Investment Advisory LLC111,471$10,487 12/31/2023
     MBB111,471$10,487 12/31/2023
Beacon Bridge Wealth Partners LLC110,554$10,401 12/31/2023
     MBB110,554$10,401 12/31/2023
Townsquare Capital LLC108,031$10,164 12/31/2023
     MBB108,031$10,164 12/31/2023
Geneos Wealth Management Inc.107,923$10,153 12/31/2023
     MBB107,923$10,153 12/31/2023
Altfest L J & Co. Inc.109,056$10,079 03/31/2024
     MBB109,056$10,079 03/31/2024
Snider Financial Group105,723$9,946 12/31/2023
     MBB105,723$9,946 12/31/2023
Wealth Enhancement Advisory Services LLC107,486$9,934 03/31/2024
     MBB107,486$9,934 03/31/2024
Invst LLC106,516$9,875 12/31/2023
     MBB106,516$9,875 12/31/2023
Security Financial Services INC.105,015$9,705 03/31/2024
     MBB105,015$9,705 03/31/2024
Checchi Capital Advisers LLC103,345$9,551 03/31/2024
     MBB103,345$9,551 03/31/2024
Orion Portfolio Solutions LLC100,510$9,388 12/31/2023
     MBB100,510$9,388 12/31/2023
Wooster Corthell Wealth Management Inc.98,738$9,289 12/31/2023
     MBB98,738$9,289 12/31/2023
Vise Technologies Inc.96,354$9,065 12/31/2023
     MBB96,354$9,065 12/31/2023
Community Trust & Investment Co.96,207$9,051 12/31/2023
     MBB96,207$9,051 12/31/2023
One Wealth Advisors LLC97,607$9,021 03/31/2024
     MBB97,607$9,021 03/31/2024
Blankinship & Foster LLC95,557$8,990 12/31/2023
     MBB95,557$8,990 12/31/2023
Financial Advocates Investment Management95,437$8,980 12/31/2023
     MBB95,437$8,980 12/31/2023
HighTower Advisors LLC94,874$8,920 12/31/2023
     MBB94,874$8,920 12/31/2023
Charles Schwab Investment Management Inc.93,743$8,819 12/31/2023
     MBB93,743$8,819 12/31/2023
Bartlett & Co. LLC92,986$8,759 12/31/2023
     MBB92,986$8,759 12/31/2023
Bartlett & CO. Wealth Management LLC92,986$8,758 12/31/2023
     MBB92,986$8,758 12/31/2023
Theory Financial LLC90,276$8,493 12/31/2023
     MBB90,276$8,493 12/31/2023
TSA Wealth Managment LLC89,975$8,465 12/31/2023
     MBB89,975$8,465 12/31/2023
Cim LLC92,487$8,446 12/31/2023
     MBB92,487$8,446 12/31/2023
Farther Finance Advisors LLC87,816$8,262 12/31/2023
     MBB87,816$8,262 12/31/2023
HTLF Bank84,515$7,951 12/31/2023
     MBB84,515$7,951 12/31/2023
Cabot Wealth Management Inc.84,109$7,913 12/31/2023
     MBB84,109$7,913 12/31/2023
TNF LLC84,528$7,879 12/31/2023
     MBB84,528$7,879 12/31/2023
Stratos Wealth Advisors LLC85,230$7,877 03/31/2024
     MBB85,230$7,877 03/31/2024
Leavell Investment Management Inc.84,944$7,851 03/31/2024
     MBB84,944$7,851 03/31/2024
Meiji Yasuda Asset Management Co Ltd.83,449$7,851 12/31/2023
     MBB83,449$7,851 12/31/2023
Merit Financial Group LLC83,264$7,834 12/31/2023
     MBB83,264$7,834 12/31/2023
Stone House Investment Management LLC83,147$7,823 12/31/2023
     MBB83,147$7,823 12/31/2023
Farmers & Merchants Investments Inc.84,244$7,786 03/31/2024
     MBB84,244$7,786 03/31/2024
PAX Financial Group LLC84,322$7,778 12/31/2023
     MBB84,322$7,778 12/31/2023
West Family Investments Inc.80,697$7,626 12/31/2023
     MBB80,697$7,626 12/31/2023
Simplify Asset Management Inc.80,600$7,583 12/31/2023
     MBB80,600$7,583 12/31/2023
CIBC Private Wealth Group LLC79,568$7,486 12/31/2023
     MBB79,568$7,486 12/31/2023
Madison Asset Management LLC78,240$7,361 12/31/2023
     MBB78,240$7,361 12/31/2023
Cornerstone Management Inc.78,183$7,355 12/31/2023
     MBB78,183$7,355 12/31/2023
Westover Capital Advisors LLC77,668$7,307 12/31/2023
     MBB77,668$7,307 12/31/2023
Mather Group LLC.77,169$7,260 03/31/2024
     MBB77,169$7,260 03/31/2024
Rehmann Capital Advisory Group75,704$7,122 12/31/2023
     MBB75,704$7,122 12/31/2023
Liberty Wealth Management LLC74,842$7,039 12/31/2023
     MBB74,842$7,039 12/31/2023
Edge Wealth Management LLC75,626$6,989 03/31/2024
     MBB75,626$6,989 03/31/2024
M&T Bank Corp73,820$6,945 12/31/2023
     MBB73,820$6,945 12/31/2023
Spectrum Investment Advisors Inc.73,771$6,940 12/31/2023
     MBB73,771$6,940 12/31/2023
Voya Financial Advisors Inc.73,092$6,884 12/31/2023
     MBB73,092$6,884 12/31/2023
Summit X LLC72,794$6,860 12/31/2023
     MBB72,794$6,860 12/31/2023
ORG Partners LLC72,267$6,800 12/31/2023
     MBB72,267$6,800 12/31/2023
Pacific Sage Partners LLC72,806$6,729 03/31/2024
     MBB72,806$6,729 03/31/2024
Optas LLC71,046$6,566 03/31/2024
     MBB71,046$6,566 03/31/2024
Principal Securities Inc.69,717$6,559 12/31/2023
     MBB69,717$6,559 12/31/2023
Parkside Advisors LLC70,943$6,557 03/31/2024
     MBB70,943$6,557 03/31/2024
National Asset Management Inc.69,470$6,536 12/31/2023
     MBB69,470$6,536 12/31/2023
LVW Advisors LLC70,195$6,487 03/31/2024
     MBB70,195$6,487 03/31/2024
Kelman Lazarov Inc.67,041$6,307 12/31/2023
     MBB67,041$6,307 12/31/2023
Captrust Financial Advisors65,120$6,127 12/31/2023
     MBB65,120$6,127 12/31/2023
Bay Harbor Wealth Management LLC65,916$6,092 03/31/2024
     MBB65,916$6,092 03/31/2024
Invesco Ltd.64,272$6,047 12/31/2023
     MBB64,272$6,047 12/31/2023
Boyd Watterson Asset Management LLC OH63,640$5,987 12/31/2023
     MBB63,640$5,987 12/31/2023
Lifeworks Advisors LLC63,435$5,968 12/31/2023
     MBB63,435$5,968 12/31/2023
WBH Advisory Inc.64,226$5,936 03/31/2024
     MBB64,226$5,936 03/31/2024
Baird Financial Group Inc.62,057$5,838 12/31/2023
     MBB62,057$5,838 12/31/2023
Pinnacle Wealth Management Group Inc.62,499$5,776 03/31/2024
     MBB62,499$5,776 03/31/2024
Cobblestone Asset Management LLC62,366$5,764 03/31/2024
     MBB62,366$5,764 03/31/2024
Keystone Financial Services60,793$5,719 12/31/2023
     MBB60,793$5,719 12/31/2023
Dohj LLC61,669$5,699 03/31/2024
     MBB61,669$5,699 03/31/2024
RSM US Wealth Management LLC59,810$5,627 12/31/2023
     MBB59,810$5,627 12/31/2023
GYL Financial Synergies LLC59,636$5,611 12/31/2023
     MBB59,636$5,611 12/31/2023
Forefront Analytics LLC58,379$5,492 12/31/2023
     MBB58,379$5,492 12/31/2023
Spire Wealth Management59,233$5,474 03/31/2024
     MBB59,233$5,474 03/31/2024
Shared Vision Wealth Group LLC57,956$5,452 12/31/2023
     MBB57,956$5,452 12/31/2023
Endurance Services Ltd57,544$5,414 12/31/2023
     MBB57,544$5,414 12/31/2023
Congress Wealth Management LLC DE 58,385$5,396 03/31/2024
     MBB58,385$5,396 03/31/2024
AAFMAA Wealth Management & Trust LLC57,087$5,371 12/31/2023
     MBB57,087$5,371 12/31/2023
BNP Paribas Arbitrage SA56,979$5,361 12/31/2023
     MBB56,979$5,361 12/31/2023
Allstate Corp56,155$5,283 12/31/2023
     MBB56,155$5,283 12/31/2023
Legacy Financial Group LLC56,691$5,239 03/31/2024
     MBB56,691$5,239 03/31/2024
Spectrum Wealth Counsel LLC55,670$5,237 12/31/2023
     MBB55,670$5,237 12/31/2023
SigFig Wealth Management LLC55,424$5,214 12/31/2023
     MBB55,424$5,214 12/31/2023
Equitable Holdings Inc.54,642$5,141 12/31/2023
     MBB54,642$5,141 12/31/2023
Scarborough Advisors LLC53,650$5,047 12/31/2023
     MBB53,650$5,047 12/31/2023
Cerity Partners LLC53,069$4,993 12/31/2023
     MBB53,069$4,993 12/31/2023
NewEdge Wealth LLC52,525$4,942 12/31/2023
     MBB52,525$4,942 12/31/2023
Stansberry Asset Management LLC52,473$4,937 12/31/2023
     MBB52,473$4,937 12/31/2023
JNB Advisors LLC51,620$4,856 12/31/2023
     MBB51,620$4,856 12/31/2023
Mount Yale Investment Advisors LLC51,480$4,843 12/31/2023
     MBB51,480$4,843 12/31/2023
West Wealth Group LLC51,378$4,834 12/31/2023
     MBB51,378$4,834 12/31/2023
Fort Point Capital Partners LLC50,871$4,786 12/31/2023
     MBB50,871$4,786 12/31/2023
Mercer Global Advisors Inc. ADV50,247$4,727 12/31/2023
     MBB50,247$4,727 12/31/2023
Swmg LLC49,465$4,654 12/31/2023
     MBB49,465$4,654 12/31/2023
Bernardo Wealth Planning LLC49,212$4,630 12/31/2023
     MBB49,212$4,630 12/31/2023
Essential Planning LLC.49,060$4,616 12/31/2023
     MBB49,060$4,616 12/31/2023
Cliftonlarsonallen Wealth Advisors LLC48,985$4,609 12/31/2023
     MBB48,985$4,609 12/31/2023
Comerica Bank48,669$4,579 12/31/2023
     MBB48,669$4,579 12/31/2023
Nuveen Asset Management LLC47,898$4,506 12/31/2023
     MBB47,898$4,506 12/31/2023
Manhattan West Asset Management LLC47,727$4,490 12/31/2023
     MBB47,727$4,490 12/31/2023
Hudson Capital Management LLC48,290$4,463 03/31/2024
     MBB48,290$4,463 03/31/2024
Lindenwold Advisors47,131$4,434 12/31/2023
     MBB47,131$4,434 12/31/2023
Buttonwood Financial Group LLC47,496$4,390 03/31/2024
     MBB47,496$4,390 03/31/2024
Cypress Wealth Services LLC47,443$4,385 03/31/2024
     MBB47,443$4,385 03/31/2024
Steward Partners Investment Advisory LLC46,157$4,342 12/31/2023
     MBB46,157$4,342 12/31/2023
Wealth Alliance45,737$4,303 12/31/2023
     MBB45,737$4,303 12/31/2023
Northwestern Mutual Wealth Management Co.45,269$4,259 12/31/2023
     MBB45,269$4,259 12/31/2023
Regal Investment Advisors LLC45,094$4,242 12/31/2023
     MBB45,094$4,242 12/31/2023
Focus Financial Network Inc. ADV44,759$4,211 12/31/2023
     MBB44,759$4,211 12/31/2023
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors44,443$4,181 12/31/2023
     MBB44,443$4,181 12/31/2023
First American Trust FSB44,133$4,152 12/31/2023
     MBB44,133$4,152 12/31/2023
Advisory Services Network LLC43,962$4,136 12/31/2023
     MBB43,962$4,136 12/31/2023
Bessemer Group Inc.43,254$4,069 12/31/2023
     MBB43,254$4,069 12/31/2023
Provence Wealth Management Group42,542$4,002 12/31/2023
     MBB42,542$4,002 12/31/2023
Advisors Preferred LLC42,381$3,964 12/31/2023
     MBB42,381$3,964 12/31/2023
Park Place Capital Corp42,849$3,960 03/31/2024
     MBB42,849$3,960 03/31/2024
Pettinga Financial Advisors LLC42,757$3,952 03/31/2024
     MBB42,757$3,952 03/31/2024
Simplicity Wealth LLC42,671$3,944 03/31/2024
     MBB42,671$3,944 03/31/2024
Journey Strategic Wealth LLC41,927$3,944 12/31/2023
     MBB41,927$3,944 12/31/2023
Northwest Capital Management Inc41,668$3,851 03/31/2024
     MBB41,668$3,851 03/31/2024
James Investment Research Inc.40,147$3,777 12/31/2023
     MBB40,147$3,777 12/31/2023
Ascent Group LLC40,903$3,770 12/31/2023
     MBB40,903$3,770 12/31/2023
RFG Advisory LLC40,730$3,764 03/31/2024
     MBB40,730$3,764 03/31/2024
Financial Advisory Group39,667$3,732 12/31/2023
     MBB39,667$3,732 12/31/2023
Columbus Macro LLC39,765$3,675 03/31/2024
     MBB39,765$3,675 03/31/2024
Centurion Wealth Management LLC38,950$3,664 12/31/2023
     MBB38,950$3,664 12/31/2023
Sachetta LLC37,808$3,557 12/31/2023
     MBB37,808$3,557 12/31/2023
Quattro Financial Advisors LLC37,683$3,483 03/31/2024
     MBB37,683$3,483 03/31/2024
Lincoln National Corp36,998$3,481 12/31/2023
     MBB36,998$3,481 12/31/2023
Tritonpoint Wealth LLC37,484$3,464 03/31/2024
     MBB37,484$3,464 03/31/2024
Apollon Wealth Management LLC36,683$3,451 12/31/2023
     MBB36,683$3,451 12/31/2023
Focus Financial Network Inc.38,441$3,449 03/31/2024
     MBB38,441$3,449 03/31/2024
Sheets Smith Wealth Management36,478$3,432 12/31/2023
     MBB36,478$3,432 12/31/2023
Hart & Patterson Financial Group LLC36,986$3,418 03/31/2024
     MBB36,986$3,418 03/31/2024
Insight Wealth Strategies LLC36,891$3,409 03/31/2024
     MBB36,891$3,409 03/31/2024
True Vision MN LLC36,237$3,409 12/31/2023
     MBB36,237$3,409 12/31/2023
Apeiron RIA LLC36,752$3,397 03/31/2024
     MBB36,752$3,397 03/31/2024
Proffitt & Goodson Inc.36,747$3,396 03/31/2024
     MBB36,747$3,396 03/31/2024
WealthShield Partners LLC36,087$3,395 12/31/2023
     MBB36,087$3,395 12/31/2023
Integrated Advisors Network LLC35,880$3,376 12/31/2023
     MBB35,880$3,376 12/31/2023
Mutual Advisors LLC35,065$3,299 12/31/2023
     MBB35,065$3,299 12/31/2023
Impact Partnership Wealth LLC35,020$3,295 12/31/2023
     MBB35,020$3,295 12/31/2023
ShoreHaven Wealth Partners LLC33,574$3,159 12/31/2023
     MBB33,574$3,159 12/31/2023
IFG Advisory LLC33,479$3,150 12/31/2023
     MBB33,479$3,150 12/31/2023
Oarsman Capital Inc.33,424$3,145 12/31/2023
     MBB33,424$3,145 12/31/2023
Dfpg Investments LLC33,571$3,144 12/31/2023
     MBB33,571$3,144 12/31/2023
Israel Discount Bank of New York33,241$3,127 12/31/2023
     MBB33,241$3,127 12/31/2023
Jaffetilchin Investment Partners LLC32,727$3,079 12/31/2023
     MBB32,727$3,079 12/31/2023
Ehrlich Financial Group33,113$3,060 03/31/2024
     MBB33,113$3,060 03/31/2024
Horizon Family Wealth Inc.31,800$2,992 12/31/2023
     MBB31,800$2,992 12/31/2023
Private Trust Co. NA32,084$2,965 03/31/2024
     MBB32,084$2,965 03/31/2024
Boothbay Fund Management LLC30,954$2,912 12/31/2023
     MBB30,954$2,912 12/31/2023
Harbour Investments Inc.30,657$2,884 12/31/2023
     MBB30,657$2,884 12/31/2023
Cobblestone Capital Advisors LLC NY30,513$2,871 12/31/2023
     MBB30,513$2,871 12/31/2023
Semmax Financial Advisors Inc.31,463$2,869 12/31/2023
     MBB31,463$2,869 12/31/2023
Kickstand Ventures LLC.30,253$2,846 12/31/2023
     MBB30,253$2,846 12/31/2023
Brown Advisory Inc.30,780$2,845 03/31/2024
     MBB30,780$2,845 03/31/2024
Evergreen Capital Management LLC30,035$2,826 12/31/2023
     MBB30,035$2,826 12/31/2023
Tradition Wealth Management LLC29,808$2,804 12/31/2023
     MBB29,808$2,804 12/31/2023
Foster & Motley Inc.30,187$2,790 03/31/2024
     MBB30,187$2,790 03/31/2024
Renasant Bank29,631$2,788 12/31/2023
     MBB29,631$2,788 12/31/2023
My Legacy Advisors LLC29,523$2,771 12/31/2023
     MBB29,523$2,771 12/31/2023
Clearview Wealth Advisors LLC29,322$2,710 03/31/2024
     MBB29,322$2,710 03/31/2024
Snowden Capital Advisors LLC28,681$2,698 12/31/2023
     MBB28,681$2,698 12/31/2023
IFP Advisors Inc28,639$2,695 12/31/2023
     MBB28,639$2,695 12/31/2023
Client 1ST Advisory Group LLC28,587$2,689 12/31/2023
     MBB28,587$2,689 12/31/2023
Kestra Private Wealth Services LLC28,379$2,670 12/31/2023
     MBB28,379$2,670 12/31/2023
WCG Wealth Advisors LLC28,246$2,657 12/31/2023
     MBB28,246$2,657 12/31/2023
Chesapeake Capital Corp IL28,172$2,650 12/31/2023
     MBB28,172$2,650 12/31/2023
Sunesis Advisors LLC27,691$2,605 12/31/2023
     MBB27,691$2,605 12/31/2023
Beacon Financial Group27,590$2,596 12/31/2023
     MBB27,590$2,596 12/31/2023
Beverly Hills Private Wealth LLC27,528$2,590 12/31/2023
     MBB27,528$2,590 12/31/2023
Signal Advisors Wealth LLC27,864$2,575 03/31/2024
     MBB27,864$2,575 03/31/2024
Csenge Advisory Group27,171$2,556 12/31/2023
     MBB27,171$2,556 12/31/2023
Family Asset Management LLC27,092$2,549 12/31/2023
     MBB27,092$2,549 12/31/2023
Morningstar Investment Services LLC26,957$2,539 12/31/2023
     MBB26,957$2,539 12/31/2023
Stratos Wealth Partners LTD.27,153$2,510 03/31/2024
     MBB27,153$2,510 03/31/2024
Van Hulzen Asset Management LLC26,656$2,508 12/31/2023
     MBB26,656$2,508 12/31/2023
Hoxton Planning & Management LLC27,004$2,496 03/31/2024
     MBB27,004$2,496 03/31/2024
Mayflower Financial Advisors LLC26,264$2,471 12/31/2023
     MBB26,264$2,471 12/31/2023
Crabel Capital Management LLC26,057$2,451 12/31/2023
     MBB26,057$2,451 12/31/2023
Concurrent Investment Advisors LLC26,030$2,449 12/31/2023
     MBB26,030$2,449 12/31/2023
Mosley Wealth Management26,434$2,443 03/31/2024
     MBB26,434$2,443 03/31/2024
AdvisorNet Financial Inc26,348$2,435 03/31/2024
     MBB26,348$2,435 03/31/2024
Community Bank N.A.25,756$2,423 12/31/2023
     MBB25,756$2,423 12/31/2023
Hsbc Holdings PLC25,507$2,400 12/31/2023
     MBB25,507$2,400 12/31/2023
Maripau Wealth Management LLC25,158$2,367 12/31/2023
     MBB25,158$2,367 12/31/2023
Atomi Financial Group Inc.24,344$2,290 12/31/2023
     MBB24,344$2,290 12/31/2023
Citizens & Northern Corp24,199$2,277 12/31/2023
     MBB24,199$2,277 12/31/2023
Sierra Capital LLC24,191$2,276 12/31/2023
     MBB24,191$2,276 12/31/2023
Jmac Enterprises LLC24,039$2,262 12/31/2023
     MBB24,039$2,262 12/31/2023
Copperleaf Capital LLC23,911$2,250 12/31/2023
     MBB23,911$2,250 12/31/2023
MidWestOne Financial Group Inc.23,679$2,228 12/31/2023
     MBB23,679$2,228 12/31/2023
Oppenheimer Asset Management Inc.23,379$2,199 12/31/2023
     MBB23,379$2,199 12/31/2023
TRUE Private Wealth Advisors23,338$2,196 12/31/2023
     MBB23,338$2,196 12/31/2023
Montecito Bank & Trust23,179$2,142 03/31/2024
     MBB23,179$2,142 03/31/2024
Sowell Financial Services LLC22,730$2,138 12/31/2023
     MBB22,730$2,138 12/31/2023
US Financial Advisors LLC22,670$2,133 12/31/2023
     MBB22,670$2,133 12/31/2023
Western Wealth Management LLC22,602$2,126 12/31/2023
     MBB22,602$2,126 12/31/2023
Little House Capital LLC22,852$2,112 03/31/2024
     MBB22,852$2,112 03/31/2024
Propel Bio Management LLC22,400$2,107 12/31/2023
     MBB22,400$2,107 12/31/2023
Strategic Blueprint LLC22,753$2,103 03/31/2024
     MBB22,753$2,103 03/31/2024
First Horizon Advisors Inc.22,270$2,095 12/31/2023
     MBB22,270$2,095 12/31/2023
Brown Wealth Management LLC22,204$2,089 12/31/2023
     MBB22,204$2,089 12/31/2023
Financial Counselors Inc.22,195$2,088 12/31/2023
     MBB22,195$2,088 12/31/2023
New Century Financial Group LLC22,110$2,043 03/31/2024
     MBB22,110$2,043 03/31/2024
Syon Capital LLC21,366$2,010 12/31/2023
     MBB21,366$2,010 12/31/2023
CSM Advisors LLC21,300$2,004 12/31/2023
     MBB21,300$2,004 12/31/2023
NSI Retail Advisors LLC21,300$2,004 12/31/2023
     MBB21,300$2,004 12/31/2023
Riggs Asset Managment Co. Inc.21,209$1,995 12/31/2023
     MBB21,209$1,995 12/31/2023
Lodestar Private Asset Management LLC21,497$1,987 03/31/2024
     MBB21,497$1,987 03/31/2024
Flagship Harbor Advisors LLC20,885$1,930 03/31/2024
     MBB20,885$1,930 03/31/2024
Delphi Financial Group Inc.20,500$1,929 12/31/2023
     MBB20,500$1,929 12/31/2023
Day & Ennis LLC20,045$1,886 12/31/2023
     MBB20,045$1,886 12/31/2023
Vantage Financial Partners LLC19,554$1,840 12/31/2023
     MBB19,554$1,840 12/31/2023
Federated Hermes Inc.19,504$1,835 12/31/2023
     MBB19,504$1,835 12/31/2023
One Wealth Management Investment & Advisory Services LLC19,421$1,827 12/31/2023
     MBB19,421$1,827 12/31/2023
Brown Brothers Harriman & Co.19,387$1,824 12/31/2023
     MBB19,387$1,824 12/31/2023
Coppell Advisory Solutions LLC19,187$1,805 12/31/2023
     MBB19,187$1,805 12/31/2023
Sequoia Financial Advisors LLC19,083$1,795 12/31/2023
     MBB19,083$1,795 12/31/2023
DB Fitzpatrick & Co Inc19,399$1,793 03/31/2024
     MBB19,399$1,793 03/31/2024
Vernal Point Advisors LLC19,000$1,788 12/31/2023
     MBB19,000$1,788 12/31/2023
GHP Investment Advisors Inc.19,115$1,767 03/31/2024
     MBB19,115$1,767 03/31/2024
Creative Financial Designs Inc. ADV18,257$1,718 12/31/2023
     MBB18,257$1,718 12/31/2023
IHT Wealth Management LLC18,255$1,717 12/31/2023
     MBB18,255$1,717 12/31/2023
RCS Financial Planning LLC18,236$1,716 12/31/2023
     MBB18,236$1,716 12/31/2023
Parsons Capital Management Inc. RI18,503$1,710 03/31/2024
     MBB18,503$1,710 03/31/2024
Firethorn Wealth Partners LLC18,111$1,674 03/31/2024
     MBB18,111$1,674 03/31/2024
Jacobi Capital Management LLC17,699$1,665 12/31/2023
     MBB17,699$1,665 12/31/2023
Advisory Research Inc.17,518$1,648 12/31/2023
     MBB17,518$1,648 12/31/2023
Kepos Capital LP17,500$1,646 12/31/2023
     MBB17,500$1,646 12/31/2023
Annandale Capital LLC17,238$1,622 12/31/2023
     MBB17,238$1,622 12/31/2023
Peninsula Wealth LLC17,096$1,608 12/31/2023
     MBB17,096$1,608 12/31/2023
Lowe Brockenbrough & Co. Inc.17,032$1,602 12/31/2023
     MBB17,032$1,602 12/31/2023
Mackenzie Financial Corp16,907$1,591 12/31/2023
     MBB16,907$1,591 12/31/2023
Girard Partners LTD.16,775$1,578 12/31/2023
     MBB16,775$1,578 12/31/2023
DMG Group LLC17,034$1,574 03/31/2024
     MBB17,034$1,574 03/31/2024
Gateway Wealth Partners LLC16,645$1,566 12/31/2023
     MBB16,645$1,566 12/31/2023
Strategy Asset Managers LLC16,490$1,551 12/31/2023
     MBB16,490$1,551 12/31/2023
WealthPLAN Partners LLC16,347$1,538 12/31/2023
     MBB16,347$1,538 12/31/2023
Robertson Stephens Wealth Management LLC16,110$1,516 12/31/2023
     MBB16,110$1,516 12/31/2023
Nomura Asset Management Co. Ltd.15,900$1,496 12/31/2023
     MBB15,900$1,496 12/31/2023
Pensionmark Financial Group LLC15,865$1,493 12/31/2023
     MBB15,865$1,493 12/31/2023
Dorsey & Whitney Trust CO LLC15,440$1,453 12/31/2023
     MBB15,440$1,453 12/31/2023
Baystate Wealth Management LLC15,206$1,431 12/31/2023
     MBB15,206$1,431 12/31/2023
Cynosure Management LLC15,182$1,428 12/31/2023
     MBB15,182$1,428 12/31/2023
Parallel Advisors LLC15,152$1,426 12/31/2023
     MBB15,152$1,426 12/31/2023
Quadrant Private Wealth Management LLC15,088$1,419 12/31/2023
     MBB15,088$1,419 12/31/2023
Maia Wealth LLC15,069$1,418 12/31/2023
     MBB15,069$1,418 12/31/2023
Buckingham Strategic Partners15,060$1,417 12/31/2023
     MBB15,060$1,417 12/31/2023
Hexagon Capital Partners LLC15,266$1,411 03/31/2024
     MBB15,266$1,411 03/31/2024
Patriot Financial Group Insurance Agency LLC14,994$1,411 12/31/2023
     MBB14,994$1,411 12/31/2023
Bailard Inc.14,655$1,379 12/31/2023
     MBB14,655$1,379 12/31/2023
RHS Financial LLC14,722$1,361 03/31/2024
     MBB14,722$1,361 03/31/2024
Venturi Wealth Management LLC14,710$1,359 03/31/2024
     MBB14,710$1,359 03/31/2024
Lane & Associates LLC14,575$1,347 03/31/2024
     MBB14,575$1,347 03/31/2024
Squarepoint Ops LLC14,300$1,345 12/31/2023
     MBB14,300$1,345 12/31/2023
Curi Capital14,289$1,344 12/31/2023
     MBB14,289$1,344 12/31/2023
Prospera Financial Services Inc14,278$1,343 12/31/2023
     MBB14,278$1,343 12/31/2023
Actinver Wealth Management Inc.14,188$1,335 12/31/2023
     MBB14,188$1,335 12/31/2023
Dark Forest Capital Management LP14,137$1,330 12/31/2023
     MBB14,137$1,330 12/31/2023
GeoWealth Management LLC14,086$1,326 12/31/2023
     MBB14,086$1,326 12/31/2023
OneAscent Wealth Management LLC14,314$1,323 03/31/2024
     MBB14,314$1,323 03/31/2024
Tranquilli Financial Advisor LLC14,010$1,318 12/31/2023
     MBB14,010$1,318 12/31/2023
Transcend Wealth Collective LLC13,979$1,315 12/31/2023
     MBB13,979$1,315 12/31/2023
Verus Capital Partners LLC13,980$1,315 12/31/2023
     MBB13,980$1,315 12/31/2023
Regimen Wealth LLC14,155$1,314 12/31/2023
     MBB14,155$1,314 12/31/2023
Redwood Investment Management LLC13,924$1,310 12/31/2023
     MBB13,924$1,310 12/31/2023
Arete Wealth Advisors LLC13,566$1,276 12/31/2023
     MBB13,566$1,276 12/31/2023
J. W. Coons Advisors LLC13,404$1,261 12/31/2023
     MBB13,404$1,261 12/31/2023
Fifth Third Securities Inc.13,634$1,260 03/31/2024
     MBB13,634$1,260 03/31/2024
Oppenheimer & Co. Inc.13,395$1,260 12/31/2023
     MBB13,395$1,260 12/31/2023
Twin Peaks Wealth Advisors LLC13,158$1,216 03/31/2024
     MBB13,158$1,216 03/31/2024
Jones Financial Companies Lllp12,925$1,216 12/31/2023
     MBB12,925$1,216 12/31/2023
NorthRock Partners LLC12,705$1,215 12/31/2023
     MBB12,705$1,215 12/31/2023
Synovus Financial Corp12,837$1,208 12/31/2023
     MBB12,837$1,208 12/31/2023
Wedbush Securities Inc.12,744$1,199 12/31/2023
     MBB12,744$1,199 12/31/2023
RMB Capital Management LLC12,311$1,158 12/31/2023
     MBB12,311$1,158 12/31/2023
Sutton Place Investors LLC12,484$1,154 03/31/2024
     MBB12,484$1,154 03/31/2024
D.A. Davidson & CO.12,242$1,152 12/31/2023
     MBB12,242$1,152 12/31/2023
Americana Partners LLC11,789$1,109 12/31/2023
     MBB11,789$1,109 12/31/2023
Stelac Advisory Services LLC11,715$1,102 12/31/2023
     MBB11,715$1,102 12/31/2023
SRS Capital Advisors Inc.11,604$1,092 12/31/2023
     MBB11,604$1,092 12/31/2023
BCU Wealth Advisors LLC11,502$1,082 12/31/2023
     MBB11,502$1,082 12/31/2023
Concorde Asset Management LLC11,522$1,080 12/31/2023
     MBB11,522$1,080 12/31/2023
Axxcess Wealth Management LLC11,429$1,075 12/31/2023
     MBB11,429$1,075 12/31/2023
EverSource Wealth Advisors LLC11,407$1,073 12/31/2023
     MBB11,407$1,073 12/31/2023
GFG Capital LLC11,273$1,061 12/31/2023
     MBB11,273$1,061 12/31/2023
Macroview Investment Management LLC11,210$1,055 12/31/2023
     MBB11,210$1,055 12/31/2023
ICA Group Wealth Management LLC10,996$1,035 12/31/2023
     MBB10,996$1,035 12/31/2023
Bush Investment Group LLC11,141$1,033 12/31/2023
     MBB11,141$1,033 12/31/2023
Golden State Equity Partners10,796$1,016 12/31/2023
     MBB10,796$1,016 12/31/2023
NBT Bank N A NY10,807$999 03/31/2024
     MBB10,807$999 03/31/2024
Carr Financial Group Corp10,794$998 03/31/2024
     MBB10,794$998 03/31/2024
Eqis Capital Management Inc.10,447$983 12/31/2023
     MBB10,447$983 12/31/2023
Avaii Wealth Management LLC10,429$981 12/31/2023
     MBB10,429$981 12/31/2023
Moors & Cabot Inc.10,245$964 12/31/2023
     MBB10,245$964 12/31/2023
Clear Creek Financial Management LLC10,122$952 12/31/2023
     MBB10,122$952 12/31/2023
Ancora Advisors LLC10,103$951 12/31/2023
     MBB10,103$951 12/31/2023
Dynamic Advisor Solutions LLC10,227$945 03/31/2024
     MBB10,227$945 03/31/2024
Spectrum Planning & Advisory Services Inc.10,049$945 12/31/2023
     MBB10,049$945 12/31/2023
Trilogy Capital Inc.10,019$926 03/31/2024
     MBB10,019$926 03/31/2024
FC Advisory LLC9,895$915 03/31/2024
     MBB9,895$915 03/31/2024
Maxwell Wealth Strategies Inc.9,725$915 12/31/2023
     MBB9,725$915 12/31/2023
Gladstone Institutional Advisory LLC9,706$913 12/31/2023
     MBB9,706$913 12/31/2023
CAP Partners LLC9,785$904 03/31/2024
     MBB9,785$904 03/31/2024
Capital Analysts LLC9,505$894 12/31/2023
     MBB9,505$894 12/31/2023
Wealthcare Advisory Partners LLC9,606$888 03/31/2024
     MBB9,606$888 03/31/2024
Pacific Financial Group Inc.9,105$857 12/31/2023
     MBB9,105$857 12/31/2023
Range Financial Group LLC9,206$851 03/31/2024
     MBB9,206$851 03/31/2024
Braun Bostich & Associates Inc.9,027$849 12/31/2023
     MBB9,027$849 12/31/2023
Acropolis Investment Management LLC9,083$839 03/31/2024
     MBB9,083$839 03/31/2024
UMB Bank N A MO8,882$836 12/31/2023
     MBB8,882$836 12/31/2023
Cahill Financial Advisors Inc.8,787$827 12/31/2023
     MBB8,787$827 12/31/2023
Moneda S.A. Administradora General de Fondos8,730$821 12/31/2023
     MBB8,730$821 12/31/2023
Hanlon Investment Management Inc.8,709$819 12/31/2023
     MBB8,709$819 12/31/2023
First Heartland Consultants Inc.8,681$817 12/31/2023
     MBB8,681$817 12/31/2023
Toroso Investments LLC8,667$815 12/31/2023
     MBB8,667$815 12/31/2023
Monticello Wealth Management LLC8,798$813 03/31/2024
     MBB8,798$813 03/31/2024
Advisor Resource Council8,582$807 03/31/2024
     MBB8,582$807 03/31/2024
Chartwell Investment Partners LLC8,550$804 12/31/2023
     MBB8,550$804 12/31/2023
Iams Wealth Management LLC8,725$800 03/31/2024
     MBB8,725$800 03/31/2024
Claro Advisors LLC8,644$799 03/31/2024
     MBB8,644$799 03/31/2024
Cypress Capital LLC8,482$798 12/31/2023
     MBB8,482$798 12/31/2023
LexAurum Advisors LLC8,559$791 03/31/2024
     MBB8,559$791 03/31/2024
Diversified LLC8,411$791 12/31/2023
     MBB8,411$791 12/31/2023
Market Street Wealth Management Advisors LLC8,522$788 03/31/2024
     MBB8,522$788 03/31/2024
Cooper Financial Group8,445$781 03/31/2024
     MBB8,445$781 03/31/2024
Vertex Planning Partners LLC8,229$774 12/31/2023
     MBB8,229$774 12/31/2023
Keebeck Wealth Management LLC8,219$773 12/31/2023
     MBB8,219$773 12/31/2023
Signet Financial Management LLC8,342$771 03/31/2024
     MBB8,342$771 03/31/2024
Tempus Wealth Planning LLC8,338$771 03/31/2024
     MBB8,338$771 03/31/2024
Pallas Capital Advisors LLC8,288$766 03/31/2024
     MBB8,288$766 03/31/2024
Smartleaf Asset Management LLC8,103$763 12/31/2023
     MBB8,103$763 12/31/2023
Barings LLC8,100$762 12/31/2023
     MBB8,100$762 12/31/2023
Raymond James Trust N.A.8,149$753 03/31/2024
     MBB8,149$753 03/31/2024
Lion Street Advisors LLC7,838$737 03/31/2024
     MBB7,838$737 03/31/2024
SWS Partners7,823$736 12/31/2023
     MBB7,823$736 12/31/2023
BOKF NA7,705$725 12/31/2023
     MBB7,705$725 12/31/2023
ADE LLC7,799$721 03/31/2024
     MBB7,799$721 03/31/2024
International Assets Investment Management LLC7,849$719 03/31/2024
     MBB7,849$719 03/31/2024
Financial Engines Advisors L.L.C.7,524$708 12/31/2023
     MBB7,524$708 12/31/2023
Vontobel Holding Ltd.7,400$696 12/31/2023
     MBB7,400$696 12/31/2023
Coldstream Capital Management Inc.7,257$683 12/31/2023
     MBB7,257$683 12/31/2023
Legacy Capital Group California Inc.7,233$680 12/31/2023
     MBB7,233$680 12/31/2023
Fiduciary Trust Co.7,194$677 12/31/2023
     MBB7,194$677 12/31/2023
First Citizens Bank & Trust Co.7,316$676 03/31/2024
     MBB7,316$676 03/31/2024
Bigelow Investment Advisors LLC7,169$674 12/31/2023
     MBB7,169$674 12/31/2023
BOS Asset Management LLC7,055$664 12/31/2023
     MBB7,055$664 12/31/2023
Angeles Investment Advisors LLC7,000$659 12/31/2023
     MBB7,000$659 12/31/2023
Sovereign Financial Group Inc.7,123$658 03/31/2024
     MBB7,123$658 03/31/2024
Cyndeo Wealth Partners LLC7,120$658 03/31/2024
     MBB7,120$658 03/31/2024
Western Financial Corp CA7,102$656 03/31/2024
     MBB7,102$656 03/31/2024
Perennial Investment Advisors LLC6,942$653 12/31/2023
     MBB6,942$653 12/31/2023
Exencial Wealth Advisors LLC6,908$650 12/31/2023
     MBB6,908$650 12/31/2023
FineMark National Bank & Trust6,829$642 12/31/2023
     MBB6,829$642 12/31/2023
Ausdal Financial Partners Inc.6,936$641 03/31/2024
     MBB6,936$641 03/31/2024
Dana Investment Advisors Inc.6,767$637 12/31/2023
     MBB6,767$637 12/31/2023
RDA Financial Network6,844$633 03/31/2024
     MBB6,844$633 03/31/2024
Advisory Alpha LLC6,730$633 12/31/2023
     MBB6,730$633 12/31/2023
Resurgent Financial Advisors LLC6,688$629 12/31/2023
     MBB6,688$629 12/31/2023
J.W. Cole Advisors Inc.6,680$628 12/31/2023
     MBB6,680$628 12/31/2023
Aspire Private Capital LLC6,770$626 03/31/2024
     MBB6,770$626 03/31/2024
Absolute Capital Management LLC6,587$620 12/31/2023
     MBB6,587$620 12/31/2023
Westwood Holdings Group Inc.6,520$613 12/31/2023
     MBB6,520$613 12/31/2023
Pinnacle Family Advisors LLC6,459$608 12/31/2023
     MBB6,459$608 12/31/2023
180 Wealth Advisors LLC6,445$596 03/31/2024
     MBB6,445$596 03/31/2024
First National Corp MA ADV6,309$594 03/31/2024
     MBB6,309$594 03/31/2024
Evolution Wealth Advisors LLC6,401$592 03/31/2024
     MBB6,401$592 03/31/2024
Nwam LLC6,284$591 12/31/2023
     MBB6,284$591 12/31/2023
Adams Wealth Management6,273$590 12/31/2023
     MBB6,273$590 12/31/2023
Financial Enhancement Group LLC6,464$585 03/31/2024
     MBB6,464$585 03/31/2024
Principal Financial Group Inc.6,219$585 12/31/2023
     MBB6,219$585 12/31/2023
Courier Capital LLC6,195$573 03/31/2024
     MBB6,195$573 03/31/2024
Great Valley Advisor Group Inc.6,055$570 12/31/2023
     MBB6,055$570 12/31/2023
VCI Wealth Management LLC6,030$567 12/31/2023
     MBB6,030$567 12/31/2023
Florin Court Capital LLP6,000$564 12/31/2023
     MBB6,000$564 12/31/2023
Friedenthal Financial5,995$554 03/31/2024
     MBB5,995$554 03/31/2024
TrueWealth Advisors LLC5,972$552 03/31/2024
     MBB5,972$552 03/31/2024
MKT Advisors LLC6,112$551 03/31/2024
     MBB6,112$551 03/31/2024
JT Stratford LLC5,778$544 12/31/2023
     MBB5,778$544 12/31/2023
Cahaba Wealth Management Inc.5,865$542 03/31/2024
     MBB5,865$542 03/31/2024
W.H. Cornerstone Investments Inc.5,701$536 12/31/2023
     MBB5,701$536 12/31/2023
Pinnacle Bank5,776$534 03/31/2024
     MBB5,776$534 03/31/2024
Verdence Capital Advisors LLC5,774$534 03/31/2024
     MBB5,774$534 03/31/2024
Summit Financial LLC5,739$530 03/31/2024
     MBB5,739$530 03/31/2024
Main Street Financial Solutions LLC5,682$525 03/31/2024
     MBB5,682$525 03/31/2024
Encompass More Asset Management5,565$524 12/31/2023
     MBB5,565$524 12/31/2023
MA Private Wealth5,522$520 12/31/2023
     MBB5,522$520 12/31/2023
EP Wealth Advisors LLC5,509$518 12/31/2023
     MBB5,509$518 12/31/2023
Tudor Investment Corp Et Al5,438$512 12/31/2023
     MBB5,438$512 12/31/2023
Magnus Financial Group LLC5,429$511 12/31/2023
     MBB5,429$511 12/31/2023
Wolverine Trading LLC $507 12/31/2023
     Call13,600$1,279 12/31/2023
     Put13,000$1,223 12/31/2023
     MBB4,798$451 12/31/2023
Keel Point LLC5,473$506 03/31/2024
     MBB5,473$506 03/31/2024
Baker Tilly Financial LLC5,362$504 12/31/2023
     MBB5,362$504 12/31/2023
Haverford Financial Services Inc.5,307$499 12/31/2023
     MBB5,307$499 12/31/2023
Trinity Wealth Management LLC5,380$497 03/31/2024
     MBB5,380$497 03/31/2024
Narus Financial Partners LLC5,377$497 03/31/2024
     MBB5,377$497 03/31/2024
TAP Consulting LLC5,341$494 03/31/2024
     MBB5,341$494 03/31/2024
Oliver Lagore Vanvalin Investment Group5,245$493 12/31/2023
     MBB5,245$493 12/31/2023
Cornerstone Planning Group LLC5,216$491 12/31/2023
     MBB5,216$491 12/31/2023
Level Four Advisory Services LLC5,206$490 12/31/2023
     MBB5,206$490 12/31/2023
Venture Visionary Partners LLC5,210$490 12/31/2023
     MBB5,210$490 12/31/2023
Rockbridge Investment Management LCC5,209$490 12/31/2023
     MBB5,209$490 12/31/2023
Beacon Financial Advisory LLC5,136$483 12/31/2023
     MBB5,136$483 12/31/2023
Financial Advisory Service Inc.5,072$477 12/31/2023
     MBB5,072$477 12/31/2023
Verition Fund Management LLC5,000$470 12/31/2023
     MBB5,000$470 12/31/2023
AlphaCentric Advisors LLC5,000$462 03/31/2024
     MBB5,000$462 03/31/2024
Successful Portfolios LLC4,987$461 03/31/2024
     MBB4,987$461 03/31/2024
Citigroup Inc.4,865$458 12/31/2023
     MBB4,865$458 12/31/2023
Financial Life Advisors4,934$456 03/31/2024
     MBB4,934$456 03/31/2024
Silverlake Wealth Management LLC4,889$452 03/31/2024
     MBB4,889$452 03/31/2024
Choate Investment Advisors4,807$452 12/31/2023
     MBB4,807$452 12/31/2023
First International Bank & Trust4,877$451 03/31/2024
     MBB4,877$451 03/31/2024
Founders Financial Securities LLC4,873$450 03/31/2024
     MBB4,873$450 03/31/2024
Breakwater Capital Group4,874$450 03/31/2024
     MBB4,874$450 03/31/2024
Chesapeake Wealth Management4,784$450 12/31/2023
     MBB4,784$450 12/31/2023
Midwest Heritage Bank FSB4,857$449 03/31/2024
     MBB4,857$449 03/31/2024
OMNI 360 Wealth Inc.4,858$449 03/31/2024
     MBB4,858$449 03/31/2024
We Are One Seven LLC4,696$442 12/31/2023
     MBB4,696$442 12/31/2023
Petix & Botte Co4,658$438 12/31/2023
     MBB4,658$438 12/31/2023
Meridian Wealth Management LLC4,719$436 03/31/2024
     MBB4,719$436 03/31/2024
Sigma Planning Corp4,629$436 12/31/2023
     MBB4,629$436 12/31/2023
Wintrust Investments LLC4,622$435 12/31/2023
     MBB4,622$435 12/31/2023
Latitude Advisors LLC4,699$434 03/31/2024
     MBB4,699$434 03/31/2024
Massmutual Trust Co. FSB ADV4,685$433 03/31/2024
     MBB4,685$433 03/31/2024
Norway Savings Bank4,662$431 03/31/2024
     MBB4,662$431 03/31/2024
Beirne Wealth Consulting Services LLC4,583$431 12/31/2023
     MBB4,583$431 12/31/2023
Virtue Capital Management LLC4,617$430 12/31/2023
     MBB4,617$430 12/31/2023
Semus Wealth Partners LLC4,572$430 12/31/2023
     MBB4,572$430 12/31/2023
Argent Trust Co4,512$424 12/31/2023
     MBB4,512$424 12/31/2023
FinTrust Capital Advisors LLC4,401$414 12/31/2023
     MBB4,401$414 12/31/2023
DB Wealth Management Group LLC4,372$411 12/31/2023
     MBB4,372$411 12/31/2023
Koshinski Asset Management Inc.4,352$409 12/31/2023
     MBB4,352$409 12/31/2023
Patten Group Inc.4,379$405 03/31/2024
     MBB4,379$405 03/31/2024
Financial Freedom LLC4,380$405 03/31/2024
     MBB4,380$405 03/31/2024
Fermata Advisors LLC4,370$404 03/31/2024
     MBB4,370$404 03/31/2024
Schmidt P J Investment Management Inc.4,349$403 12/31/2023
     MBB4,349$403 12/31/2023
W Advisors LLC4,329$400 03/31/2024
     MBB4,329$400 03/31/2024
Wolverine Asset Management LLC4,238$399 12/31/2023
     MBB4,238$399 12/31/2023
Fidelis Capital Partners LLC4,238$399 12/31/2023
     MBB4,238$399 12/31/2023
LongView Wealth Management4,215$390 03/31/2024
     MBB4,215$390 03/31/2024
Heritage Wealth Management LLC4,175$386 03/31/2024
     MBB4,175$386 03/31/2024
Victory Financial Group LLC4,087$385 12/31/2023
     MBB4,087$385 12/31/2023
Arkadios Wealth Advisors4,080$384 12/31/2023
     MBB4,080$384 12/31/2023
ONE Advisory Partners LLC4,129$382 03/31/2024
     MBB4,129$382 03/31/2024
Lido Advisors LLC4,052$381 12/31/2023
     MBB4,052$381 12/31/2023
IVC Wealth Advisors LLC4,066$376 03/31/2024
     MBB4,066$376 03/31/2024
Elequin Capital LP3,978$374 12/31/2023
     MBB3,978$374 12/31/2023
PFG Advisors3,926$369 12/31/2023
     MBB3,926$369 12/31/2023
Quadcap Wealth Management LLC3,758$354 12/31/2023
     MBB3,758$354 12/31/2023
OLD Mission Capital LLC3,749$353 12/31/2023
     MBB3,749$353 12/31/2023
Vident Advisory LLC3,682$346 12/31/2023
     MBB3,682$346 12/31/2023
Kovitz Investment Group Partners LLC3,637$342 12/31/2023
     MBB3,637$342 12/31/2023
First Citizens Asset Management Inc.3,590$338 12/31/2023
     MBB3,590$338 12/31/2023
Colonial Trust Co SC3,551$334 12/31/2023
     MBB3,551$334 12/31/2023
Monetary Management Group Inc.3,500$329 12/31/2023
     MBB3,500$329 12/31/2023
FSC Wealth Advisors LLC3,552$328 03/31/2024
     MBB3,552$328 03/31/2024
Connecticut Wealth Management LLC3,475$327 12/31/2023
     MBB3,475$327 12/31/2023
Windward Private Wealth Management Inc.3,472$327 12/31/2023
     MBB3,472$327 12/31/2023
Berger Financial Group Inc3,463$320 03/31/2024
     MBB3,463$320 03/31/2024
MONECO Advisors LLC3,453$319 03/31/2024
     MBB3,453$319 03/31/2024
Aveo Capital Partners LLC3,390$319 12/31/2023
     MBB3,390$319 12/31/2023
Sawtooth Solutions LLC3,367$317 12/31/2023
     MBB3,367$317 12/31/2023
Kingswood Wealth Advisors LLC3,414$316 03/31/2024
     MBB3,414$316 03/31/2024
Private Portfolio Partners LLC3,361$316 12/31/2023
     MBB3,361$316 12/31/2023
CoreCap Advisors LLC3,353$315 12/31/2023
     MBB3,353$315 12/31/2023
Pine Valley Investments Ltd Liability Co3,343$315 12/31/2023
     MBB3,343$315 12/31/2023
Ifrah Financial Services Inc.3,328$313 12/31/2023
     MBB3,328$313 12/31/2023
SageView Advisory Group LLC3,339$312 12/31/2023
     MBB3,339$312 12/31/2023
Cidel Asset Management Inc.3,292$310 12/31/2023
     MBB3,292$310 12/31/2023
City State Bank3,334$308 03/31/2024
     MBB3,334$308 03/31/2024
Rede Wealth LLC3,251$306 12/31/2023
     MBB3,251$306 12/31/2023
Legacy Private Trust Co.3,285$304 03/31/2024
     MBB3,285$304 03/31/2024
Modern Wealth Management LLC3,204$301 12/31/2023
     MBB3,204$301 12/31/2023
Independent Advisor Alliance3,188$300 12/31/2023
     MBB3,188$300 12/31/2023
United Community Bank3,190$300 12/31/2023
     MBB3,190$300 12/31/2023
Whittier Trust Co.3,166$298 12/31/2023
     MBB3,166$298 12/31/2023
Continuum Advisory LLC3,152$297 12/31/2023
     MBB3,152$297 12/31/2023
Strait & Sound Wealth Management LLC3,192$296 12/31/2023
     MBB3,192$296 12/31/2023
HBW Advisory Services LLC3,086$290 03/31/2024
     MBB3,086$290 03/31/2024
Richard Bernstein Advisors LLC3,084$290 12/31/2023
     MBB3,084$290 12/31/2023
Signature Securities Group Corporation3,098$286 03/31/2024
     MBB3,098$286 03/31/2024
C2C Wealth Management LLC3,041$286 12/31/2023
     MBB3,041$286 12/31/2023
Core Wealth Partners LLC3,012$278 03/31/2024
     MBB3,012$278 03/31/2024
DAVENPORT & Co LLC2,956$278 12/31/2023
     MBB2,956$278 12/31/2023
Commerce Bank2,957$278 12/31/2023
     MBB2,957$278 12/31/2023
Belpointe Asset Management LLC2,955$278 12/31/2023
     MBB2,955$278 12/31/2023
Vermillion & White Wealth Management Group LLC2,943$277 12/31/2023
     MBB2,943$277 12/31/2023
First Hawaiian Bank2,985$276 03/31/2024
     MBB2,985$276 03/31/2024
Bristlecone Advisors LLC2,970$274 03/31/2024
     MBB2,970$274 03/31/2024
Cornerstone Wealth Management LLC2,928$271 03/31/2024
     MBB2,928$271 03/31/2024
Colton Groome Financial Advisors LLC2,905$268 03/31/2024
     MBB2,905$268 03/31/2024
NBC Securities Inc.2,839$262 03/31/2024
     MBB2,839$262 03/31/2024
Perella Weinberg Partners Capital Management LP2,775$261 12/31/2023
     MBB2,775$261 12/31/2023
Delos Wealth Advisors LLC2,777$261 12/31/2023
     MBB2,777$261 12/31/2023
Scotia Capital Inc.2,755$259 12/31/2023
     MBB2,755$259 12/31/2023
Family Wealth Group LLC2,742$258 12/31/2023
     MBB2,742$258 12/31/2023
Eagle Global Advisors LLC2,732$257 12/31/2023
     MBB2,732$257 12/31/2023
Syntegra Private Wealth Group LLC2,734$257 12/31/2023
     MBB2,734$257 12/31/2023
Blair William & Co. IL2,712$255 12/31/2023
     MBB2,712$255 12/31/2023
Waterloo Capital L.P.2,698$254 12/31/2023
     MBB2,698$254 12/31/2023
Fiduciary Alliance LLC2,727$250 03/31/2024
     MBB2,727$250 03/31/2024
Ameritas Advisory Services LLC2,653$249 12/31/2023
     MBB2,653$249 12/31/2023
Rosenberg Matthew Hamilton2,703$248 03/31/2024
     MBB2,703$248 03/31/2024
American Financial Advisors LLC2,639$244 03/31/2024
     MBB2,639$244 03/31/2024
Raleigh Capital Management Inc.2,598$244 12/31/2023
     MBB2,598$244 12/31/2023
Boston Private Wealth LLC2,576$242 12/31/2023
     MBB2,576$242 12/31/2023
Tidemark LLC2,549$240 12/31/2023
     MBB2,549$240 12/31/2023
Bulltick Wealth Management LLC2,513$236 12/31/2023
     MBB2,513$236 12/31/2023
New Republic Capital LLC2,511$236 12/31/2023
     MBB2,511$236 12/31/2023
Enterprise Bank & Trust Co2,485$230 03/31/2024
     MBB2,485$230 03/31/2024
Tcwp LLC2,411$227 12/31/2023
     MBB2,411$227 12/31/2023
Beacon Pointe Advisors LLC2,403$226 12/31/2023
     MBB2,403$226 12/31/2023
Ironwood Investment Counsel LLC2,354$221 12/31/2023
     MBB2,354$221 12/31/2023
Camden Capital LLC2,348$221 12/31/2023
     MBB2,348$221 12/31/2023
Nations Financial Group Inc. IA ADV2,375$219 03/31/2024
     MBB2,375$219 03/31/2024
Kraft Davis & Associates LLC2,369$219 12/31/2023
     MBB2,369$219 12/31/2023
Traction Financial Partners LLC2,326$219 12/31/2023
     MBB2,326$219 12/31/2023
NTV Asset Management LLC2,322$218 12/31/2023
     MBB2,322$218 12/31/2023
Intellectus Partners LLC2,282$215 12/31/2023
     MBB2,282$215 12/31/2023
Empower Advisory Group LLC2,267$213 12/31/2023
     MBB2,267$213 12/31/2023
JPL Wealth Management LLC2,263$213 12/31/2023
     MBB2,263$213 12/31/2023
Northland Capital Management LLC2,282$211 03/31/2024
     MBB2,282$211 03/31/2024
Lake Street Financial LLC2,285$211 03/31/2024
     MBB2,285$211 03/31/2024
Alesco Advisors LLC2,220$209 12/31/2023
     MBB2,220$209 12/31/2023
Peoples Bank OH2,177$205 12/31/2023
     MBB2,177$205 12/31/2023
Regions Financial Corp2,203$204 03/31/2024
     MBB2,203$204 03/31/2024
River Street Advisors LLC2,212$204 03/31/2024
     MBB2,212$204 03/31/2024
Collaborative Wealth Managment Inc.2,145$202 12/31/2023
     MBB2,145$202 12/31/2023
Advisors Capital Management LLC2,135$201 12/31/2023
     MBB2,135$201 12/31/2023
LGT Financial Advisors LLC2,112$199 12/31/2023
     MBB2,112$199 12/31/2023
Cape Investment Advisory Inc.1,983$187 12/31/2023
     MBB1,983$187 12/31/2023
Prestige Wealth Management Group LLC1,750$165 12/31/2023
     MBB1,750$165 12/31/2023
Harbor Capital Advisors Inc.1,730$163 12/31/2023
     MBB1,730$163 12/31/2023
Archer Investment Corp1,736$163 12/31/2023
     MBB1,736$163 12/31/2023
Kayne Anderson Rudnick Investment Management LLC1,710$161 12/31/2023
     MBB1,710$161 12/31/2023
Concord Wealth Partners1,689$159 12/31/2023
     MBB1,689$159 12/31/2023
Aspire Wealth Management Corp1,687$159 12/31/2023
     MBB1,687$159 12/31/2023
Centaurus Financial Inc.1,680$158 12/31/2023
     MBB1,680$158 12/31/2023
Sound Income Strategies LLC1,637$151 03/31/2024
     MBB1,637$151 03/31/2024
Richardson Financial Services Inc.1,537$145 12/31/2023
     MBB1,537$145 12/31/2023
Sanctuary Wealth Management L.L.C.1,533$144 12/31/2023
     MBB1,533$144 12/31/2023
Abich Financial Wealth Management LLC1,475$139 12/31/2023
     MBB1,475$139 12/31/2023
Founders Financial Alliance LLC1,348$127 12/31/2023
     MBB1,348$127 12/31/2023
Sunbelt Securities Inc.1,336$124 03/31/2024
     MBB1,336$124 03/31/2024
Phillips Financial Management LLC1,308$121 03/31/2024
     MBB1,308$121 03/31/2024
Criterion Capital Advisors LLC1,231$114 03/31/2024
     MBB1,231$114 03/31/2024
Bramshill Investments LLC1,160$109 12/31/2023
     MBB1,160$109 12/31/2023
Fortis Advisors LLC1,128$106 12/31/2023
     MBB1,128$106 12/31/2023
Hall Laurie J Trustee1,100$102 03/31/2024
     MBB1,100$102 03/31/2024
Annapolis Financial Services LLC1,076$99 03/31/2024
     MBB1,076$99 03/31/2024
Compagnie Lombard Odier SCmA870$82 12/31/2023
     MBB870$82 12/31/2023
Crewe Advisors LLC876$82 12/31/2023
     MBB876$82 12/31/2023
Coastal Investment Advisors Inc.852$79 03/31/2024
     MBB852$79 03/31/2024
Benjamin F. Edwards & Company Inc.819$77 12/31/2023
     MBB819$77 12/31/2023
American National Bank826$76 03/31/2024
     MBB826$76 03/31/2024
South State CORP.771$73 12/31/2023
     MBB771$73 12/31/2023
Bank Julius Baer & Co. Ltd Zurich750$71 12/31/2023
     MBB750$71 12/31/2023
Harbor Investment Advisory LLC754$70 03/31/2024
     MBB754$70 03/31/2024
Caldwell Sutter Capital Inc.707$65 03/31/2024
     MBB707$65 03/31/2024
Tsfg LLC698$65 03/31/2024
     MBB698$65 03/31/2024
Householder Group Estate & Retirement Specialist LLC640$60 12/31/2023
     MBB640$60 12/31/2023
Winthrop Capital Management LLC642$60 12/31/2023
     MBB642$60 12/31/2023
National Bank of Canada FI601$56 12/31/2023
     MBB601$56 12/31/2023
Gradient Investments LLC574$53 03/31/2024
     MBB574$53 03/31/2024
AllSquare Wealth Management LLC500$47 12/31/2023
     MBB500$47 12/31/2023
Goodwin Investment Advisory466$44 12/31/2023
     MBB466$44 12/31/2023
Able Wealth Management LLC453$43 12/31/2023
     MBB453$43 12/31/2023
CENTRAL TRUST Co456$42 03/31/2024
     MBB456$42 03/31/2024
APCM Wealth Management for Individuals419$39 03/31/2024
     MBB419$39 03/31/2024
Thompson Investment Management Inc.395$37 03/31/2024
     MBB395$37 03/31/2024
Duncker Streett & Co. Inc.391$36 03/31/2024
     MBB391$36 03/31/2024
Oakworth Capital Inc.375$35 03/31/2024
     MBB375$35 03/31/2024
Carmichael Hill & Associates Inc.366$34 03/31/2024
     MBB366$34 03/31/2024
Silicon Valley Capital Partners358$34 12/31/2023
     MBB358$34 12/31/2023
Versant Capital Management Inc351$32 03/31/2024
     MBB351$32 03/31/2024
Clearstead Advisors LLC339$32 12/31/2023
     MBB339$32 12/31/2023
Kozak & Associates Inc.334$31 12/31/2023
     MBB334$31 12/31/2023
Castleview Partners LLC313$29 12/31/2023
     MBB313$29 12/31/2023
LFA Lugano Financial Advisors SA297$28 12/31/2023
     MBB297$28 12/31/2023
Salem Investment Counselors Inc.277$26 03/31/2024
     MBB277$26 03/31/2024
Financial Management Professionals Inc.282$26 03/31/2024
     MBB282$26 03/31/2024
Signaturefd LLC263$25 12/31/2023
     MBB263$25 12/31/2023
MCF Advisors LLC261$24 03/31/2024
     MBB261$24 03/31/2024
Tucker Asset Management LLC258$24 12/31/2023
     MBB258$24 12/31/2023
Howe & Rusling Inc.215$20 12/31/2023
     MBB215$20 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC207$20 12/31/2023
     MBB207$20 12/31/2023
TD Waterhouse Canada Inc.215$20 12/31/2023
     MBB215$20 12/31/2023
Barclays PLC200$19 12/31/2023
     MBB200$19 12/31/2023
Laurel Wealth Advisors LLC200$19 12/31/2023
     MBB200$19 12/31/2023
Tyler Stone Wealth Management198$19 12/31/2023
     MBB198$19 12/31/2023
Colonial Trust Advisors189$18 12/31/2023
     MBB189$18 12/31/2023
First Pacific Financial189$17 03/31/2024
     MBB189$17 03/31/2024
Ambassador Advisors LLC174$16 12/31/2023
     MBB174$16 12/31/2023
Aptus Capital Advisors LLC163$15 12/31/2023
     MBB163$15 12/31/2023
Qube Research & Technologies Ltd159$15 12/31/2023
     MBB159$15 12/31/2023
Ameritas Investment Partners Inc.150$14 12/31/2023
     MBB150$14 12/31/2023
Cambridge Trust Co.145$14 12/31/2023
     MBB145$14 12/31/2023
Fairfield Bush & CO.150$14 12/31/2023
     MBB150$14 12/31/2023
TCTC Holdings LLC145$14 12/31/2023
     MBB145$14 12/31/2023
DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main140$13 12/31/2023
     MBB140$13 12/31/2023
Webster Bank N. A.134$12 03/31/2024
     MBB134$12 03/31/2024
Hobbs Group Advisors LLC129$12 12/31/2023
     MBB129$12 12/31/2023
Fifth Third Bancorp119$11 03/31/2024
     MBB119$11 03/31/2024
Bogart Wealth LLC119$11 03/31/2024
     MBB119$11 03/31/2024
Retirement Group LLC122$11 12/31/2023
     MBB122$11 12/31/2023
Pacifica Partners Inc.103$10 03/31/2024
     MBB103$10 03/31/2024
Parkside Financial Bank & Trust104$10 12/31/2023
     MBB104$10 12/31/2023
AlphaCore Capital LLC103$10 12/31/2023
     MBB103$10 12/31/2023
Element Wealth LLC109$10 12/31/2023
     MBB109$10 12/31/2023
Private Ocean LLC92$9 03/31/2024
     MBB92$9 03/31/2024
Future Financial Wealth Managment LLC102$9 03/31/2024
     MBB102$9 03/31/2024
Deutsche Bank AG94$9 12/31/2023
     MBB94$9 12/31/2023
Plante Moran Financial Advisors LLC93$9 12/31/2023
     MBB93$9 12/31/2023
FSA Wealth Management LLC98$9 12/31/2023
     MBB98$9 12/31/2023
Richard W. Paul & Associates LLC92$9 12/31/2023
     MBB92$9 12/31/2023
Atlantic Edge Private Wealth Management LLC91$9 12/31/2023
     MBB91$9 12/31/2023
Oxford Financial Group Ltd.85$8 12/31/2023
     MBB85$8 12/31/2023
WestEnd Advisors LLC81$8 12/31/2023
     MBB81$8 12/31/2023
Valley National Advisers Inc.73$7 03/31/2024
     MBB73$7 03/31/2024
Chilton Capital Management LLC75$7 12/31/2023
     MBB75$7 12/31/2023
MeadowBrook Investment Advisors LLC74$7 12/31/2023
     MBB74$7 12/31/2023
CVA Family Office LLC62$6 03/31/2024
     MBB62$6 03/31/2024
Hallmark Capital Management Inc.65$6 12/31/2023
     MBB65$6 12/31/2023
Lee Financial Co64$6 12/31/2023
     MBB64$6 12/31/2023
Central Bank & Trust Co.51$5 03/31/2024
     MBB51$5 03/31/2024
Bfsg LLC55$5 03/31/2024
     MBB55$5 03/31/2024
Newbridge Financial Services Group Inc.55$5 03/31/2024
     MBB55$5 03/31/2024
New England Asset Management Inc.50$5 12/31/2023
     MBB50$5 12/31/2023
Barrett & Company Inc.45$4 03/31/2024
     MBB45$4 03/31/2024
WASHINGTON TRUST Co44$4 03/31/2024
     MBB44$4 03/31/2024
Asset Dedication LLC47$4 03/31/2024
     MBB47$4 03/31/2024
EPG Wealth Management LLC41$4 12/31/2023
     MBB41$4 12/31/2023
Kathleen S. Wright Associates Inc.37$3 03/31/2024
     MBB37$3 03/31/2024
WFA Asset Management Corp34$3 03/31/2024
     MBB34$3 03/31/2024
Wetzel Investment Advisors Inc.29$3 03/31/2024
     MBB29$3 03/31/2024
Townsend Asset Management Corp NC ADV37$3 12/31/2023
     MBB37$3 12/31/2023
First Command Advisory Services Inc.28$3 12/31/2023
     MBB28$3 12/31/2023
Front Row Advisors LLC30$3 12/31/2023
     MBB30$3 12/31/2023
Larson Financial Group LLC31$3 12/31/2023
     MBB31$3 12/31/2023
Fortis Group Advisors LLC28$3 12/31/2023
     MBB28$3 12/31/2023
Live Oak Investment Partners33$3 12/31/2023
     MBB33$3 12/31/2023
Strategic Investment Solutions Inc. IL30$3 12/31/2023
     MBB30$3 12/31/2023
PSI Advisors LLC19$2 03/31/2024
     MBB19$2 03/31/2024
Trivant Custom Portfolio Group LLC26$2 03/31/2024
     MBB26$2 03/31/2024
North Star Investment Management Corp.16$2 12/31/2023
     MBB16$2 12/31/2023
Capital Investment Advisory Services LLC16$2 12/31/2023
     MBB16$2 12/31/2023
Investors Research Corp23$2 12/31/2023
     MBB23$2 12/31/2023
Caitlin John LLC16$2 12/31/2023
     MBB16$2 12/31/2023
Creekmur Asset Management LLC16$2 12/31/2023
     MBB16$2 12/31/2023
JJJ Advisors Inc.13$1 03/31/2024
     MBB13$1 03/31/2024
Iron Horse Wealth Management LLC10$1 03/31/2024
     MBB10$1 03/31/2024
Piscataqua Savings Bank14$1 03/31/2024
     MBB14$1 03/31/2024
Transamerica Financial Advisors Inc.1$1 12/31/2023
     MBB1$1 12/31/2023
Tower Research Capital LLC TRC 12$1 12/31/2023
     MBB12$1 12/31/2023
Eukles Asset Management14$1 12/31/2023
     MBB14$1 12/31/2023
Key Financial Inc10$1 12/31/2023
     MBB10$1 12/31/2023
Naples Money Management LLC10$1 12/31/2023
     MBB10$1 12/31/2023
Vima LLC7$1 12/31/2023
     MBB7$1 12/31/2023
Livelsberger Financial Advisory9$1 12/31/2023
     MBB9$1 12/31/2023
AlphaMark Advisors LLC5$0 03/31/2024
     MBB5$0 03/31/2024
Cutler Group LP1,300$0 03/31/2024
     Put1,300$0 03/31/2024
Capital Advisors Ltd. LLC5$0 03/31/2024
     MBB5$0 03/31/2024
O Shaughnessy Asset Management LLC1$0 12/31/2023
     MBB1$0 12/31/2023
VisionPoint Advisory Group LLC1$0 12/31/2023
     MBB1$0 12/31/2023
Guardian Wealth Advisors LLC NC4$0 12/31/2023
     MBB4$0 12/31/2023
Citadel Advisors LLC $-2,384 12/31/2023
     Put176,200$16,577 12/31/2023
     Call137,100$12,898 12/31/2023
     MBB13,766$1,295 12/31/2023
Mendel Money Management3,745$-352,330 12/31/2023
     Put3,745$352,330 12/31/2023

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

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