HoldingsChannel.com
Funds Holding TIP

On this page, we present all of the funds holding TIP from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding TIP, with a link to that fund's top holdings. The next columns indicate the amount of TIP stock held by each of the funds holding TIP, followed by the TIP position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 1060 funds holding TIP within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by BlackRock Inc.. For more details on the positions held by BlackRock Inc. (or by any of the other funds holding TIP), click the fund name in the "Holder" column of the funds-holding-TIP table below.

HolderAmountPosition Size
($ in 1000's)
 As of
BlackRock Inc.29,851,725$3,212,643 06/30/2023
     TIP29,851,725$3,212,643 06/30/2023
Bank of America Corp DE $1,871,025 06/30/2023
     TIP13,846,480$1,490,158 06/30/2023
     Call3,789,000$407,772 06/30/2023
     Put250,000$26,905 06/30/2023
UBS Group AG $1,300,197 06/30/2023
     Call9,898,500$1,065,277 06/30/2023
     TIP2,432,866$261,825 06/30/2023
     Put250,000$26,905 06/30/2023
FMR LLC7,345,311$790,502 06/30/2023
     TIP7,345,311$790,502 06/30/2023
Morgan Stanley6,918,339$744,552 06/30/2023
     TIP6,918,339$744,552 06/30/2023
Kirkoswald Asset Management LLC $636,000 06/30/2023
     Call68,000$636,000 06/30/2023
JPMorgan Chase & Co.4,741,721$510,304 06/30/2023
     TIP4,741,721$510,304 06/30/2023
Citigroup Inc. $496,958 06/30/2023
     Call4,500,000$484,290 06/30/2023
     TIP117,712$12,668 06/30/2023
Charles Schwab Investment Management Inc.3,567,838$383,946 06/30/2023
     TIP3,567,838$383,946 06/30/2023
Citadel Advisors LLC $311,545 06/30/2023
     Call3,007,000$323,613 06/30/2023
     Put202,400$21,782 06/30/2023
     TIP90,266$9,714 06/30/2023
Moore Capital Management LP $274,431 06/30/2023
     Call2,550,000$274,431 06/30/2023
Wells Fargo & Company MN2,026,892$218,134 06/30/2023
     TIP2,026,892$218,134 06/30/2023
Envestnet Asset Management Inc.1,803,631$194,107 06/30/2023
     TIP1,803,631$194,107 06/30/2023
LPL Financial LLC1,565,147$168,441 06/30/2023
     TIP1,565,147$168,441 06/30/2023
CI Investments Inc.1,533,750$165,062 06/30/2023
     TIP1,533,750$165,062 06/30/2023
The PNC Financial Services Group Inc.1,504,979$161,966 06/30/2023
     TIP1,504,979$161,966 06/30/2023
Financial Gravity Asset Management Inc.196$138,662 06/30/2023
     TIP196$138,662 06/30/2023
Matson Money. Inc.1,269,171$136,588 06/30/2023
     TIP1,269,171$136,588 06/30/2023
Goldman Sachs Group Inc. $134,120 06/30/2023
     Call745,000$80,177 06/30/2023
     TIP501,235$53,943 06/30/2023
WealthNavi Inc.1,159,913$124,830 06/30/2023
     TIP1,159,913$124,830 06/30/2023
Ameriprise Financial Inc.1,143,166$122,703 06/30/2023
     TIP1,143,166$122,703 06/30/2023
Empower Advisory Group LLC1,072,058$115,375 06/30/2023
     TIP1,072,058$115,375 06/30/2023
Royal Bank of Canada $112,799 06/30/2023
     TIP730,621$78,630 06/30/2023
     Call317,500$34,169 06/30/2023
Bank Julius Baer & Co. Ltd Zurich970,159$104,409 06/30/2023
     TIP970,159$104,409 06/30/2023
Keybank National Association OH896,998$96,535 06/30/2023
     TIP896,998$96,535 06/30/2023
Advisor Group Holdings Inc.840,718$90,521 06/30/2023
     TIP840,718$90,521 06/30/2023
Partners Capital Investment Group LLP757,500$81,522 06/30/2023
     TIP757,500$81,522 06/30/2023
Evoke Wealth LLC751,762$80,905 06/30/2023
     TIP751,762$80,905 06/30/2023
FIL Ltd677,369$72,898 06/30/2023
     TIP677,369$72,898 06/30/2023
Stifel Financial Corp672,981$72,426 06/30/2023
     TIP672,981$72,426 06/30/2023
ING Groep NV652,100$70,179 06/30/2023
     TIP652,100$70,179 06/30/2023
Commonwealth Equity Services LLC637,312$68,588 06/30/2023
     TIP637,312$68,588 06/30/2023
Bank of New York Mellon Corp611,075$65,764 06/30/2023
     TIP611,075$65,764 06/30/2023
Perella Weinberg Partners Capital Management LP584,655$62,921 06/30/2023
     TIP584,655$62,921 06/30/2023
Northwestern Mutual Wealth Management Co.525,173$56,519 06/30/2023
     TIP525,173$56,519 06/30/2023
Campbell Wealth Management496,721$53,457 06/30/2023
     TIP496,721$53,457 06/30/2023
Raymond James Financial Services Advisors Inc.495,266$53,301 06/30/2023
     TIP495,266$53,301 06/30/2023
Susquehanna International Group LLP $49,369 06/30/2023
     Call545,600$58,717 06/30/2023
     Put138,300$14,884 06/30/2023
     TIP51,440$5,536 06/30/2023
Raymond James & Associates376,745$40,545 06/30/2023
     TIP376,745$40,545 06/30/2023
Brevan Howard Capital Management LP $36,117 06/30/2023
     Call518,000$55,747 06/30/2023
     Put300,000$32,286 06/30/2023
     TIP117,600$12,656 06/30/2023
Huntington National Bank325,877$35,071 06/30/2023
     TIP325,877$35,071 06/30/2023
Putnam FL Investment Management Co.325,394$35,019 06/30/2023
     TIP325,394$35,019 06/30/2023
MML Investors Services LLC304,685$32,790 06/30/2023
     TIP304,685$32,790 06/30/2023
Dakota Wealth Management295,247$31,774 06/30/2023
     TIP295,247$31,774 06/30/2023
Arkansas Financial Group Inc.294,495$31,694 06/30/2023
     TIP294,495$31,694 06/30/2023
Kiwi Wealth Investments Limited Partnership279,800$30,112 06/30/2023
     TIP279,800$30,112 06/30/2023
Cambridge Investment Research Advisors Inc.278,729$29,997 06/30/2023
     TIP278,729$29,997 06/30/2023
Rebalance LLC272,309$29,306 06/30/2023
     TIP272,309$29,306 06/30/2023
Full Sail Capital LLC265,506$28,574 06/30/2023
     TIP265,506$28,574 06/30/2023
Baldwin Brothers Inc. MA264,158$28,429 06/30/2023
     TIP264,158$28,429 06/30/2023
Rockefeller Capital Management L.P.253,640$27,297 06/30/2023
     TIP253,640$27,297 06/30/2023
Fifth Third Bancorp249,822$26,886 06/30/2023
     TIP249,822$26,886 06/30/2023
National Bank of Canada FI248,564$26,669 06/30/2023
     TIP248,564$26,669 06/30/2023
AE Wealth Management LLC242,725$26,122 06/30/2023
     TIP242,725$26,122 06/30/2023
Mariner LLC235,632$25,358 06/30/2023
     TIP235,632$25,358 06/30/2023
Truist Financial Corp232,282$24,998 06/30/2023
     TIP232,282$24,998 06/30/2023
Kwmg LLC230,534$24,810 06/30/2023
     TIP230,534$24,810 06/30/2023
SG Americas Securities LLC226,775$24,406 06/30/2023
     TIP226,775$24,406 06/30/2023
Prime Capital Investment Advisors LLC223,429$24,045 06/30/2023
     TIP223,429$24,045 06/30/2023
Hsbc Holdings PLC221,178$23,761 06/30/2023
     TIP221,178$23,761 06/30/2023
Prudential Financial Inc.217,754$23,435 06/30/2023
     TIP217,754$23,435 06/30/2023
Money Design Co. Ltd.214,137$23,045 06/30/2023
     TIP214,137$23,045 06/30/2023
Bridge Advisory LLC211,656$22,778 06/30/2023
     TIP211,656$22,778 06/30/2023
Blair William & Co. IL210,138$22,615 06/30/2023
     TIP210,138$22,615 06/30/2023
HighTower Advisors LLC202,306$21,774 06/30/2023
     TIP202,306$21,774 06/30/2023
Rhumbline Advisers202,280$21,769 06/30/2023
     TIP202,280$21,769 06/30/2023
Stewardship Advisors LLC198,601$21,373 06/30/2023
     TIP198,601$21,373 06/30/2023
Great Valley Advisor Group Inc.198,558$21,368 06/30/2023
     TIP198,558$21,368 06/30/2023
Creative Planning195,669$21,058 06/30/2023
     TIP195,669$21,058 06/30/2023
Lutz Financial Services LLC191,016$20,557 06/30/2023
     TIP191,016$20,557 06/30/2023
Neuberger Berman Group LLC185,668$19,982 06/30/2023
     TIP185,668$19,982 06/30/2023
Baird Financial Group Inc.183,369$19,734 06/30/2023
     TIP183,369$19,734 06/30/2023
Pure Financial Advisors Inc.180,138$19,386 06/30/2023
     TIP180,138$19,386 06/30/2023
Viewpoint Investment Partners Corp179,300$19,296 06/30/2023
     TIP179,300$19,296 06/30/2023
Cetera Advisor Networks LLC178,532$19,214 06/30/2023
     TIP178,532$19,214 06/30/2023
Janney Montgomery Scott LLC175,212$18,856 06/30/2023
     TIP175,212$18,856 06/30/2023
GenTrust LLC175,179$18,853 06/30/2023
     TIP175,179$18,853 06/30/2023
Axiom Financial Strategies LLC174,334$18,762 06/30/2023
     TIP174,334$18,762 06/30/2023
Wolverine Trading LLC $18,279 06/30/2023
     Call191,400$20,509 06/30/2023
     Put31,300$3,354 06/30/2023
     TIP10,491$1,124 06/30/2023
Cerity Partners LLC169,252$18,215 06/30/2023
     TIP169,252$18,215 06/30/2023
Insight Wealth Strategies LLC159,912$17,210 06/30/2023
     TIP159,912$17,210 06/30/2023
Cyndeo Wealth Partners LLC156,578$16,851 06/30/2023
     TIP156,578$16,851 06/30/2023
Institutional & Family Asset Management LLC146,268$15,741 06/30/2023
     TIP146,268$15,741 06/30/2023
Fulton Breakefield Broenniman LLC141,199$15,196 06/30/2023
     TIP141,199$15,196 06/30/2023
Captrust Financial Advisors137,964$14,848 06/30/2023
     TIP137,964$14,848 06/30/2023
Rock Creek Group LP131,700$14,171 06/30/2023
     TIP131,700$14,171 06/30/2023
Assetmark Inc.131,643$14,167 06/30/2023
     TIP131,643$14,167 06/30/2023
Qube Research & Technologies Ltd57,367$13,921 06/30/2023
     TIP57,367$13,921 06/30/2023
BNP Paribas Arbitrage SA124,132$13,359 06/30/2023
     TIP124,132$13,359 06/30/2023
M&T Bank Corp121,027$13,025 06/30/2023
     TIP121,027$13,025 06/30/2023
Bank of Montreal Can119,400$12,880 06/30/2023
     TIP119,400$12,880 06/30/2023
Private Advisor Group LLC119,193$12,823 06/30/2023
     TIP119,193$12,823 06/30/2023
AdvisorNet Financial Inc118,762$12,781 06/30/2023
     TIP118,762$12,781 06/30/2023
Lwmg LLC117,496$12,645 06/30/2023
     TIP117,496$12,645 06/30/2023
Kestra Advisory Services LLC115,301$12,409 06/30/2023
     TIP115,301$12,409 06/30/2023
US Bancorp DE112,834$12,143 06/30/2023
     TIP112,834$12,143 06/30/2023
Atria Wealth Solutions Inc.112,454$12,102 06/30/2023
     TIP112,454$12,102 06/30/2023
Allworth Financial LP112,035$12,057 06/30/2023
     TIP112,035$12,057 06/30/2023
Spire Wealth Management111,454$11,995 06/30/2023
     TIP111,454$11,995 06/30/2023
RTD Financial Advisors Inc.111,432$11,992 06/30/2023
     TIP111,432$11,992 06/30/2023
Cetera Investment Advisers110,982$11,944 06/30/2023
     TIP110,982$11,944 06/30/2023
D.A. Davidson & CO.110,795$11,924 06/30/2023
     TIP110,795$11,924 06/30/2023
Legacy Financial Group LLC110,618$11,905 06/30/2023
     TIP110,618$11,905 06/30/2023
Avantax Advisory Services Inc.109,294$11,762 06/30/2023
     TIP109,294$11,762 06/30/2023
Charles Schwab Trust Co108,421$11,742 06/30/2023
     TIP108,421$11,742 06/30/2023
Acute Investment Advisory LLC107,777$11,599 06/30/2023
     TIP107,777$11,599 06/30/2023
Peapack Gladstone Financial Corp104,655$11,263 06/30/2023
     TIP104,655$11,263 06/30/2023
Raymond James Trust N.A.104,560$11,253 06/30/2023
     TIP104,560$11,253 06/30/2023
Frontier Asset Management LLC102,880$11,072 06/30/2023
     TIP102,880$11,072 06/30/2023
West Financial Advisors LLC102,094$10,987 06/30/2023
     TIP102,094$10,987 06/30/2023
Mirae Asset Global Investments Co. Ltd.99,944$10,756 06/30/2023
     TIP99,944$10,756 06/30/2023
Global Endowment Management LP99,550$10,714 06/30/2023
     TIP99,550$10,714 06/30/2023
Drake & Associates LLC99,206$10,677 06/30/2023
     TIP99,206$10,677 06/30/2023
Eagle Ridge Investment Management97,262$10,467 06/30/2023
     TIP97,262$10,467 06/30/2023
First National Bank & Trust Co. of Newtown97,191$10,460 06/30/2023
     TIP97,191$10,460 06/30/2023
First Horizon Advisors Inc.97,130$10,453 06/30/2023
     TIP97,130$10,453 06/30/2023
Aspireon Wealth Advisors94,355$10,403 03/31/2023
     TIP94,355$10,403 03/31/2023
Divergent Wealth Advisors LLC96,097$10,342 06/30/2023
     TIP96,097$10,342 06/30/2023
Imprint Wealth LLC101,711$10,171 06/30/2023
     TIP101,711$10,171 06/30/2023
Thrivent Financial for Lutherans94,727$10,169 06/30/2023
     TIP94,727$10,169 06/30/2023
Cambridge Associates LLC MA ADV92,779$9,985 06/30/2023
     TIP92,779$9,985 06/30/2023
Wavelength Capital Management LLC91,811$9,881 06/30/2023
     TIP91,811$9,881 06/30/2023
Mercer Global Advisors Inc. ADV90,001$9,686 06/30/2023
     TIP90,001$9,686 06/30/2023
Jane Street Group LLC89,663$9,650 06/30/2023
     TIP89,663$9,650 06/30/2023
Family Firm Inc.89,528$9,635 06/30/2023
     TIP89,528$9,635 06/30/2023
Wade G W & Inc.89,276$9,608 06/30/2023
     TIP89,276$9,608 06/30/2023
Proffitt & Goodson Inc.89,189$9,599 06/30/2023
     TIP89,189$9,599 06/30/2023
Equitable Holdings Inc.89,192$9,599 06/30/2023
     TIP89,192$9,599 06/30/2023
Natixis Advisors L.P.85,057$9,154 06/30/2023
     TIP85,057$9,154 06/30/2023
BOKF NA84,368$9,080 06/30/2023
     TIP84,368$9,080 06/30/2023
Strategic Wealth Designers82,764$8,907 06/30/2023
     TIP82,764$8,907 06/30/2023
BlueSky Wealth Advisors LLC82,142$8,840 06/30/2023
     TIP82,142$8,840 06/30/2023
Asset Management Group Inc.81,033$8,721 06/30/2023
     TIP81,033$8,721 06/30/2023
Rathbone Brothers plc80,313$8,643 06/30/2023
     TIP80,313$8,643 06/30/2023
H&H Retirement Design & Management INC80,239$8,642 06/30/2023
     TIP80,239$8,642 06/30/2023
Ethos Financial Group LLC78,149$8,616 06/30/2023
     TIP78,149$8,616 06/30/2023
Phillips Financial Management LLC79,968$8,606 06/30/2023
     TIP79,968$8,606 06/30/2023
King Luther Capital Management Corp79,324$8,537 06/30/2023
     TIP79,324$8,537 06/30/2023
Buckingham Strategic Wealth LLC79,252$8,529 06/30/2023
     TIP79,252$8,529 06/30/2023
Commerce Bank79,178$8,521 06/30/2023
     TIP79,178$8,521 06/30/2023
Meridian Management Co.78,950$8,497 06/30/2023
     TIP78,950$8,497 06/30/2023
Levin Easterly Partners LLC74,891$8,257 03/31/2023
     TIP74,891$8,257 03/31/2023
Parallel Advisors LLC74,469$8,014 06/30/2023
     TIP74,469$8,014 06/30/2023
TIAA FSB73,584$7,919 06/30/2023
     TIP73,584$7,919 06/30/2023
Davis R M Inc.72,145$7,764 06/30/2023
     TIP72,145$7,764 06/30/2023
Windsor Capital Management LLC72,101$7,759 06/30/2023
     TIP72,101$7,759 06/30/2023
Transamerica Financial Advisors Inc.71,434$7,688 06/30/2023
     TIP71,434$7,688 06/30/2023
Crabel Capital Management LLC70,238$7,559 06/30/2023
     TIP70,238$7,559 06/30/2023
Sunbelt Securities Inc.69,788$7,511 06/30/2023
     TIP69,788$7,511 06/30/2023
Steward Partners Investment Advisory LLC69,441$7,473 06/30/2023
     TIP69,441$7,473 06/30/2023
James Investment Research Inc.69,416$7,471 06/30/2023
     TIP69,416$7,471 06/30/2023
Shepherd Financial Partners LLC69,215$7,449 06/30/2023
     TIP69,215$7,449 06/30/2023
Telemus Capital LLC68,075$7,326 06/30/2023
     TIP68,075$7,326 06/30/2023
Palumbo Wealth Management LLC67,110$7,222 06/30/2023
     TIP67,110$7,222 06/30/2023
Wedbush Securities Inc.66,175$7,122 06/30/2023
     TIP66,175$7,122 06/30/2023
RSM US Wealth Management LLC65,388$7,037 06/30/2023
     TIP65,388$7,037 06/30/2023
First Trust Advisors LP65,181$7,015 06/30/2023
     TIP65,181$7,015 06/30/2023
MBE Wealth Management LLC64,350$6,925 06/30/2023
     TIP64,350$6,925 06/30/2023
Guggenheim Capital LLC64,224$6,912 06/30/2023
     TIP64,224$6,912 06/30/2023
Shilanski & Associates Inc.64,112$6,900 06/30/2023
     TIP64,112$6,900 06/30/2023
Jaffetilchin Investment Partners LLC64,078$6,896 06/30/2023
     TIP64,078$6,896 06/30/2023
White Pine Investment CO63,640$6,849 06/30/2023
     TIP63,640$6,849 06/30/2023
Verger Capital Management LLC63,478$6,831 06/30/2023
     TIP63,478$6,831 06/30/2023
NorthCrest Asset Manangement LLC63,268$6,809 06/30/2023
     TIP63,268$6,809 06/30/2023
Marshall Wace LLP62,800$6,759 06/30/2023
     TIP62,800$6,759 06/30/2023
Migdal Insurance & Financial Holdings Ltd.61,897$6,661 06/30/2023
     TIP61,897$6,661 06/30/2023
AAFMAA Wealth Management & Trust LLC61,862$6,658 06/30/2023
     TIP61,862$6,658 06/30/2023
Oliver Lagore Vanvalin Investment Group61,503$6,619 06/30/2023
     TIP61,503$6,619 06/30/2023
Signature Wealth Management Group60,784$6,542 06/30/2023
     TIP60,784$6,542 06/30/2023
We Are One Seven LLC60,069$6,465 06/30/2023
     TIP60,069$6,465 06/30/2023
Timber Creek Capital Management LLC59,872$6,443 06/30/2023
     TIP59,872$6,443 06/30/2023
Sage Capital Advisors llc59,837$6,440 06/30/2023
     TIP59,837$6,440 06/30/2023
Wealth Quarterback LLC59,703$6,425 06/30/2023
     TIP59,703$6,425 06/30/2023
Financial & Tax Architects LLC59,600$6,414 06/30/2023
     TIP59,600$6,414 06/30/2023
Ascent Wealth Partners LLC59,498$6,403 06/30/2023
     TIP59,498$6,403 06/30/2023
Schechter Investment Advisors LLC59,227$6,374 06/30/2023
     TIP59,227$6,374 06/30/2023
Resources Investment Advisors LLC.58,702$6,318 06/30/2023
     TIP58,702$6,318 06/30/2023
Point72 Asset Management L.P. $6,307 06/30/2023
     Call58,600$6,307 06/30/2023
RPg Family Wealth Advisory LLC58,362$6,281 06/30/2023
     TIP58,362$6,281 06/30/2023
Camden National Bank58,232$6,267 06/30/2023
     TIP58,232$6,267 06/30/2023
Horizons Wealth Management58,278$6,265 06/30/2023
     TIP58,278$6,265 06/30/2023
Nomura Asset Management Co. Ltd.58,100$6,253 06/30/2023
     TIP58,100$6,253 06/30/2023
Perigon Wealth Management LLC57,599$6,199 06/30/2023
     TIP57,599$6,199 06/30/2023
Twin Focus Capital Partners LLC57,525$6,191 06/30/2023
     TIP57,525$6,191 06/30/2023
Miracle Mile Advisors LLC57,467$6,185 06/30/2023
     TIP57,467$6,185 06/30/2023
Private Portfolio Partners LLC57,146$6,150 06/30/2023
     TIP57,146$6,150 06/30/2023
Larson Financial Group LLC56,828$6,116 06/30/2023
     TIP56,828$6,116 06/30/2023
CI Private Wealth LLC56,492$6,080 06/30/2023
     TIP56,492$6,080 06/30/2023
Millennium Management LLC55,303$5,952 06/30/2023
     TIP55,303$5,952 06/30/2023
Ameritas Investment Partners Inc.54,821$5,900 06/30/2023
     TIP54,821$5,900 06/30/2023
Dynamic Advisor Solutions LLC54,126$5,825 06/30/2023
     TIP54,126$5,825 06/30/2023
WASHINGTON TRUST Co53,874$5,798 06/30/2023
     TIP53,874$5,798 06/30/2023
Cranbrook Wealth Management LLC53,521$5,760 06/30/2023
     TIP53,521$5,760 06/30/2023
Gray Wealth Management Inc.53,276$5,734 06/30/2023
     TIP53,276$5,734 06/30/2023
Orion Portfolio Solutions LLC52,825$5,685 06/30/2023
     TIP52,825$5,685 06/30/2023
Franklin Resources Inc.52,394$5,639 06/30/2023
     TIP52,394$5,639 06/30/2023
Alliancebernstein L.P.51,975$5,594 06/30/2023
     TIP51,975$5,594 06/30/2023
Adirondack Trust Co.52,073$5,580 06/30/2023
     TIP52,073$5,580 06/30/2023
Curbstone Financial Management Corp51,748$5,569 06/30/2023
     TIP51,748$5,569 06/30/2023
CIBC World Markets Inc.51,139$5,504 06/30/2023
     TIP51,139$5,504 06/30/2023
Sigma Planning Corp50,613$5,447 06/30/2023
     TIP50,613$5,447 06/30/2023
Bull Street Advisors LLC50,546$5,440 06/30/2023
     TIP50,546$5,440 06/30/2023
Carlson Capital L P50,000$5,381 06/30/2023
     TIP50,000$5,381 06/30/2023
Toronto Dominion Bank50,000$5,377 06/30/2023
     TIP50,000$5,377 06/30/2023
Integrated Wealth Concepts LLC49,752$5,354 06/30/2023
     TIP49,752$5,354 06/30/2023
Independent Family Office LLC49,308$5,307 06/30/2023
     TIP49,308$5,307 06/30/2023
Zhang Financial LLC48,978$5,271 06/30/2023
     TIP48,978$5,271 06/30/2023
Sterling Investment Advisors LLC ADV48,956$5,269 06/30/2023
     TIP48,956$5,269 06/30/2023
Snowden Capital Advisors LLC48,585$5,229 06/30/2023
     TIP48,585$5,229 06/30/2023
Heritage Trust Co47,641$5,127 06/30/2023
     TIP47,641$5,127 06/30/2023
Advisory Services Network LLC47,295$5,090 06/30/2023
     TIP47,295$5,090 06/30/2023
Aveo Capital Partners LLC45,710$4,919 06/30/2023
     TIP45,710$4,919 06/30/2023
Samalin Investment Counsel LLC44,679$4,808 06/30/2023
     TIP44,679$4,808 06/30/2023
Lodestar Private Asset Management LLC43,907$4,725 06/30/2023
     TIP43,907$4,725 06/30/2023
Treynor Bancshares Inc.44,219$4,675 06/30/2023
     TIP44,219$4,675 06/30/2023
Modera Wealth Management LLC43,289$4,659 06/30/2023
     TIP43,289$4,659 06/30/2023
Csenge Advisory Group42,637$4,589 06/30/2023
     TIP42,637$4,589 06/30/2023
Wesbanco Bank Inc.42,447$4,569 06/30/2023
     TIP42,447$4,569 06/30/2023
Greenline Partners LLC42,235$4,545 06/30/2023
     TIP42,235$4,545 06/30/2023
Hillcrest Wealth Advisors NY LLC42,175$4,539 06/30/2023
     TIP42,175$4,539 06/30/2023
FinTrust Capital Advisors LLC41,818$4,451 06/30/2023
     TIP41,818$4,451 06/30/2023
J.W. Cole Advisors Inc.41,048$4,418 06/30/2023
     TIP41,048$4,418 06/30/2023
TrinityPoint Wealth LLC41,032$4,416 06/30/2023
     TIP41,032$4,416 06/30/2023
Cullen Frost Bankers Inc.40,779$4,389 06/30/2023
     TIP40,779$4,389 06/30/2023
E&G Advisors LP40,378$4,346 06/30/2023
     TIP40,378$4,346 06/30/2023
Credit Suisse AG40,000$4,305 06/30/2023
     TIP40,000$4,305 06/30/2023
Insight Wealth Partners LLC39,951$4,300 06/30/2023
     TIP39,951$4,300 06/30/2023
Courier Capital LLC39,693$4,272 06/30/2023
     TIP39,693$4,272 06/30/2023
American Investment Services Inc.39,667$4,269 06/30/2023
     TIP39,667$4,269 06/30/2023
Peak Financial Management Inc.39,364$4,236 06/30/2023
     TIP39,364$4,236 06/30/2023
Bartlett & Co. LLC39,293$4,229 06/30/2023
     TIP39,293$4,229 06/30/2023
EverSource Wealth Advisors LLC39,023$4,200 06/30/2023
     TIP39,023$4,200 06/30/2023
ADE LLC38,608$4,155 06/30/2023
     TIP38,608$4,155 06/30/2023
Slow Capital Inc.38,263$4,118 06/30/2023
     TIP38,263$4,118 06/30/2023
Eqis Capital Management Inc.37,962$4,085 06/30/2023
     TIP37,962$4,085 06/30/2023
Guidance Point Advisors LLC37,936$4,082 06/30/2023
     TIP37,936$4,082 06/30/2023
Brookstone Capital Management37,988$4,021 06/30/2023
     TIP37,988$4,021 06/30/2023
Busey Wealth Management37,101$3,993 06/30/2023
     TIP37,101$3,993 06/30/2023
Deutsche Bank AG36,788$3,959 06/30/2023
     TIP36,788$3,959 06/30/2023
Founders Financial Securities LLC36,770$3,957 06/30/2023
     TIP36,770$3,957 06/30/2023
Fifth Third Securities Inc.36,738$3,954 06/30/2023
     TIP36,738$3,954 06/30/2023
Windham Capital Management LLC36,240$3,900 06/30/2023
     TIP36,240$3,900 06/30/2023
First Personal Financial Services35,551$3,826 06/30/2023
     TIP35,551$3,826 06/30/2023
Charter Trust Co.35,098$3,777 06/30/2023
     TIP35,098$3,777 06/30/2023
Money Concepts Capital Corp34,786$3,744 06/30/2023
     TIP34,786$3,744 06/30/2023
Fairview Capital Investment Management LLC34,424$3,705 06/30/2023
     TIP34,424$3,705 06/30/2023
Nations Financial Group Inc. IA ADV34,406$3,703 06/30/2023
     TIP34,406$3,703 06/30/2023
Beacon Pointe Advisors LLC34,311$3,693 06/30/2023
     TIP34,311$3,693 06/30/2023
Soltis Investment Advisors LLC33,694$3,626 06/30/2023
     TIP33,694$3,626 06/30/2023
Cetera Advisors LLC33,666$3,623 06/30/2023
     TIP33,666$3,623 06/30/2023
Wealth Enhancement Advisory Services LLC33,474$3,602 06/30/2023
     TIP33,474$3,602 06/30/2023
McCollum Christoferson Group LLC33,421$3,597 06/30/2023
     TIP33,421$3,597 06/30/2023
CWM LLC32,918$3,543 06/30/2023
     TIP32,918$3,543 06/30/2023
SigFig Wealth Management LLC32,082$3,534 06/30/2023
     TIP32,082$3,534 06/30/2023
GWM Advisors LLC32,200$3,465 06/30/2023
     TIP32,200$3,465 06/30/2023
SRS Capital Advisors Inc.31,995$3,443 06/30/2023
     TIP31,995$3,443 06/30/2023
Stock Yards Bank & Trust Co.31,692$3,411 06/30/2023
     TIP31,692$3,411 06/30/2023
Verus Capital Partners LLC31,625$3,403 06/30/2023
     TIP31,625$3,403 06/30/2023
LaFleur & Godfrey LLC31,130$3,350 06/30/2023
     TIP31,130$3,350 06/30/2023
Sumitomo Mitsui Financial Group Inc.31,050$3,342 06/30/2023
     TIP31,050$3,342 06/30/2023
Ellis Investment Partners LLC30,790$3,314 06/30/2023
     TIP30,790$3,314 06/30/2023
Kingsview Wealth Management LLC30,728$3,307 06/30/2023
     TIP30,728$3,307 06/30/2023
Apexium Financial LP30,196$3,250 06/30/2023
     TIP30,196$3,250 06/30/2023
Baldrige Asset Management LLC29,276$3,228 03/31/2023
     TIP29,276$3,228 03/31/2023
AMG National Trust Bank29,905$3,218 06/30/2023
     TIP29,905$3,218 06/30/2023
Northern Trust Corp29,613$3,187 06/30/2023
     TIP29,613$3,187 06/30/2023
City Holding Co.29,499$3,175 06/30/2023
     TIP29,499$3,175 06/30/2023
Mutual Advisors LLC29,204$3,143 06/30/2023
     TIP29,204$3,143 06/30/2023
Foster & Motley Inc.29,171$3,139 06/30/2023
     TIP29,171$3,139 06/30/2023
Perfromance Wealth Partners LLC29,104$3,099 06/30/2023
     TIP29,104$3,099 06/30/2023
Barclays PLC28,679$3,087 06/30/2023
     TIP28,679$3,087 06/30/2023
Coastline Trust Co28,432$3,060 06/30/2023
     TIP28,432$3,060 06/30/2023
Strategic Financial Concepts LLC28,262$3,042 06/30/2023
     TIP28,262$3,042 06/30/2023
HNP Capital LLC27,532$3,035 03/31/2023
     TIP27,532$3,035 03/31/2023
Coppell Advisory Solutions Corp.27,142$2,977 03/31/2023
     TIP27,142$2,977 03/31/2023
Kestra Private Wealth Services LLC27,371$2,946 06/30/2023
     TIP27,371$2,946 06/30/2023
Blue Fin Capital Inc.27,224$2,930 06/30/2023
     TIP27,224$2,930 06/30/2023
National Asset Management Inc.27,003$2,906 06/30/2023
     TIP27,003$2,906 06/30/2023
United Capital Financial Advisers LLC26,959$2,901 06/30/2023
     TIP26,959$2,901 06/30/2023
Welch & Forbes LLC26,701$2,874 06/30/2023
     TIP26,701$2,874 06/30/2023
Lincoln National Corp26,386$2,840 06/30/2023
     TIP26,386$2,840 06/30/2023
Flagship Harbor Advisors LLC26,059$2,804 06/30/2023
     TIP26,059$2,804 06/30/2023
Lyell Wealth Management LP25,746$2,771 06/30/2023
     TIP25,746$2,771 06/30/2023
South State CORP.25,613$2,756 06/30/2023
     TIP25,613$2,756 06/30/2023
LaSalle St. Investment Advisors LLC25,514$2,745 06/30/2023
     TIP25,514$2,745 06/30/2023
Red Wave Investments LLC25,373$2,731 06/30/2023
     TIP25,373$2,731 06/30/2023
Sage Financial Group Inc.25,290$2,722 06/30/2023
     TIP25,290$2,722 06/30/2023
GTS Securities LLC25,140$2,706 06/30/2023
     TIP25,140$2,706 06/30/2023
PFG Investments LLC25,127$2,704 06/30/2023
     TIP25,127$2,704 06/30/2023
Alesco Advisors LLC25,097$2,701 06/30/2023
     TIP25,097$2,701 06/30/2023
Wills Financial Group Inc.25,048$2,696 06/30/2023
     TIP25,048$2,696 06/30/2023
Smith Moore & CO.24,995$2,690 06/30/2023
     TIP24,995$2,690 06/30/2023
Prospera Financial Services Inc24,708$2,660 06/30/2023
     TIP24,708$2,660 06/30/2023
EP Wealth Advisors LLC953$2,658 06/30/2023
     TIP953$2,658 06/30/2023
Lido Advisors LLC24,593$2,647 06/30/2023
     TIP24,593$2,647 06/30/2023
WBI Investments24,275$2,612 06/30/2023
     TIP24,275$2,612 06/30/2023
Woodmont Investment Counsel LLC24,151$2,599 06/30/2023
     TIP24,151$2,599 06/30/2023
Curran Financial Partners LLC24,138$2,598 06/30/2023
     TIP24,138$2,598 06/30/2023
BOS Asset Management LLC24,110$2,595 06/30/2023
     TIP24,110$2,595 06/30/2023
Greenwood Capital Associates LLC24,094$2,593 06/30/2023
     TIP24,094$2,593 06/30/2023
Atria Investments LLC24,062$2,590 06/30/2023
     TIP24,062$2,590 06/30/2023
WNY Asset Management LLC23,927$2,575 06/30/2023
     TIP23,927$2,575 06/30/2023
Bragg Financial Advisors Inc23,877$2,570 06/30/2023
     TIP23,877$2,570 06/30/2023
Vectors Research Management LLC23,873$2,569 06/30/2023
     TIP23,873$2,569 06/30/2023
Exencial Wealth Advisors LLC23,842$2,566 06/30/2023
     TIP23,842$2,566 06/30/2023
Northwest Wealth Management LLC23,655$2,546 06/30/2023
     TIP23,655$2,546 06/30/2023
Rather & Kittrell Inc.23,328$2,511 06/30/2023
     TIP23,328$2,511 06/30/2023
Invictus Private Wealth LLC23,113$2,487 06/30/2023
     TIP23,113$2,487 06/30/2023
Oppenheimer & Co. Inc.22,992$2,474 06/30/2023
     TIP22,992$2,474 06/30/2023
Tilia Fiduciary Partners Inc.22,977$2,473 06/30/2023
     TIP22,977$2,473 06/30/2023
Connable Office Inc.22,858$2,460 06/30/2023
     TIP22,858$2,460 06/30/2023
Financial Advocates Investment Management22,853$2,459 06/30/2023
     TIP22,853$2,459 06/30/2023
SignalPoint Asset Management LLC22,368$2,407 06/30/2023
     TIP22,368$2,407 06/30/2023
Pine Valley Investments Ltd Liability Co22,108$2,379 06/30/2023
     TIP22,108$2,379 06/30/2023
Connectus Wealth LLC21,931$2,364 06/30/2023
     TIP21,931$2,364 06/30/2023
Cliftonlarsonallen Wealth Advisors LLC21,689$2,334 06/30/2023
     TIP21,689$2,334 06/30/2023
White Pine Capital LLC21,561$2,320 06/30/2023
     TIP21,561$2,320 06/30/2023
Integrated Advisors Network LLC21,556$2,320 06/30/2023
     TIP21,556$2,320 06/30/2023
Patriot Investment Management Inc.21,132$2,274 06/30/2023
     TIP21,132$2,274 06/30/2023
Scotia Capital Inc.21,115$2,272 06/30/2023
     TIP21,115$2,272 06/30/2023
DMG Group LLC21,021$2,262 06/30/2023
     TIP21,021$2,262 06/30/2023
Kovack Advisors Inc.20,776$2,236 06/30/2023
     TIP20,776$2,236 06/30/2023
Change Path LLC20,766$2,235 06/30/2023
     TIP20,766$2,235 06/30/2023
ProVise Management Group LLC20,710$2,229 06/30/2023
     TIP20,710$2,229 06/30/2023
Massmutual Trust Co. FSB ADV20,688$2,226 06/30/2023
     TIP20,688$2,226 06/30/2023
Mechanics Bank Trust Department20,310$2,186 06/30/2023
     TIP20,310$2,186 06/30/2023
Forefront Analytics LLC20,316$2,186 06/30/2023
     TIP20,316$2,186 06/30/2023
Brighton Jones LLC20,278$2,182 06/30/2023
     TIP20,278$2,182 06/30/2023
Wealthcare Advisory Partners LLC20,272$2,182 06/30/2023
     TIP20,272$2,182 06/30/2023
Advisory Alpha LLC20,189$2,173 06/30/2023
     TIP20,189$2,173 06/30/2023
4Thought Financial Group Inc.20,175$2,171 06/30/2023
     TIP20,175$2,171 06/30/2023
OLD National Bancorp IN20,104$2,164 06/30/2023
     TIP20,104$2,164 06/30/2023
Summit Financial LLC19,992$2,152 06/30/2023
     TIP19,992$2,152 06/30/2023
Second Half Financial Partners LLC19,884$2,140 06/30/2023
     TIP19,884$2,140 06/30/2023
SILVER OAK SECURITIES Inc19,760$2,127 06/30/2023
     TIP19,760$2,127 06/30/2023
Fortune Financial Advisors LLC19,716$2,122 06/30/2023
     TIP19,716$2,122 06/30/2023
American Financial Advisors LLC19,659$2,116 06/30/2023
     TIP19,659$2,116 06/30/2023
Koshinski Asset Management Inc.19,588$2,108 06/30/2023
     TIP19,588$2,108 06/30/2023
Betterment LLC19,532$2,102 06/30/2023
     TIP19,532$2,102 06/30/2023
Comerica Securities Inc.19,523$2,101 06/30/2023
     TIP19,523$2,101 06/30/2023
Arbor Investment Advisors LLC19,506$2,099 06/30/2023
     TIP19,506$2,099 06/30/2023
Visionary Wealth Advisors19,152$2,061 06/30/2023
     TIP19,152$2,061 06/30/2023
Centiva Capital LP19,000$2,045 06/30/2023
     TIP19,000$2,045 06/30/2023
Zacks Investment Management18,903$2,034 06/30/2023
     TIP18,903$2,034 06/30/2023
KMG Fiduciary Partners LLC18,754$2,018 06/30/2023
     TIP18,754$2,018 06/30/2023
City State Bank18,716$2,014 06/30/2023
     TIP18,716$2,014 06/30/2023
Nwam LLC18,694$2,012 06/30/2023
     TIP18,694$2,012 06/30/2023
SageView Advisory Group LLC18,528$1,994 06/30/2023
     TIP18,528$1,994 06/30/2023
Calton & Associates Inc.18,490$1,990 06/30/2023
     TIP18,490$1,990 06/30/2023
Procyon Private Wealth Partners LLC18,465$1,987 06/30/2023
     TIP18,465$1,987 06/30/2023
Capital Investment Advisors LLC18,434$1,984 06/30/2023
     TIP18,434$1,984 06/30/2023
Stephens Inc. AR18,372$1,977 06/30/2023
     TIP18,372$1,977 06/30/2023
1620 Investment Advisors Inc.18,237$1,963 06/30/2023
     TIP18,237$1,963 06/30/2023
Glass Jacobson Investment Advisors llc18,215$1,960 06/30/2023
     TIP18,215$1,960 06/30/2023
Wealthstar Advisors LLC18,012$1,938 06/30/2023
     TIP18,012$1,938 06/30/2023
AlphaMark Advisors LLC17,811$1,917 06/30/2023
     TIP17,811$1,917 06/30/2023
Stratos Wealth Partners LTD.17,803$1,916 06/30/2023
     TIP17,803$1,916 06/30/2023
Sovereign Financial Group Inc.17,773$1,913 06/30/2023
     TIP17,773$1,913 06/30/2023
Patton Albertson Miller Group LLC17,720$1,907 06/30/2023
     TIP17,720$1,907 06/30/2023
Boston Private Wealth LLC17,463$1,879 06/30/2023
     TIP17,463$1,879 06/30/2023
Mount Yale Investment Advisors LLC17,316$1,864 06/30/2023
     TIP17,316$1,864 06/30/2023
Jacobi Capital Management LLC17,237$1,855 06/30/2023
     TIP17,237$1,855 06/30/2023
The Manufacturers Life Insurance Company 17,081$1,838 06/30/2023
     TIP17,081$1,838 06/30/2023
Pflug Koory LLC17,061$1,836 06/30/2023
     TIP17,061$1,836 06/30/2023
TI Trust Inc.17,057$1,836 06/30/2023
     TIP17,057$1,836 06/30/2023
Goodwin Investment Advisory17,016$1,831 06/30/2023
     TIP17,016$1,831 06/30/2023
Sandy Spring Bank16,983$1,828 06/30/2023
     TIP16,983$1,828 06/30/2023
Courage Miller Partners LLC16,941$1,823 06/30/2023
     TIP16,941$1,823 06/30/2023
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors16,697$1,797 06/30/2023
     TIP16,697$1,797 06/30/2023
FineMark National Bank & Trust16,635$1,790 06/30/2023
     TIP16,635$1,790 06/30/2023
Charter Oak Capital Management LLC16,509$1,777 06/30/2023
     TIP16,509$1,777 06/30/2023
Sterling Financial Planning Inc.16,441$1,769 06/30/2023
     TIP16,441$1,769 06/30/2023
Brown Advisory Inc.16,292$1,753 06/30/2023
     TIP16,292$1,753 06/30/2023
Harbour Investments Inc.16,021$1,724 06/30/2023
     TIP16,021$1,724 06/30/2023
Fund Evaluation Group LLC15,718$1,692 06/30/2023
     TIP15,718$1,692 06/30/2023
Sonata Capital Group Inc.15,700$1,690 06/30/2023
     TIP15,700$1,690 06/30/2023
Lineweaver Wealth Advisors LLC15,641$1,685 06/30/2023
     TIP15,641$1,685 06/30/2023
Arete Wealth Advisors LLC15,640$1,683 06/30/2023
     TIP15,640$1,683 06/30/2023
Wambolt & Associates LLC15,568$1,675 06/30/2023
     TIP15,568$1,675 06/30/2023
Man Group plc15,226$1,639 06/30/2023
     TIP15,226$1,639 06/30/2023
Park Place Capital Corp15,044$1,619 06/30/2023
     TIP15,044$1,619 06/30/2023
Capital Advisory Group Advisory Services LLC14,968$1,611 06/30/2023
     TIP14,968$1,611 06/30/2023
Renasant Bank14,890$1,602 06/30/2023
     TIP14,890$1,602 06/30/2023
Wintrust Investments LLC14,836$1,597 06/30/2023
     TIP14,836$1,597 06/30/2023
Willow Creek Wealth Management Inc.14,807$1,594 06/30/2023
     TIP14,807$1,594 06/30/2023
Corepath Wealth Partners LLC14,815$1,590 06/30/2023
     TIP14,815$1,590 06/30/2023
CPA Asset Management LLC14,657$1,577 06/30/2023
     TIP14,657$1,577 06/30/2023
Madden Advisory Services Inc.14,591$1,570 06/30/2023
     TIP14,591$1,570 06/30/2023
Grey Fox Wealth Advisors LLC14,574$1,568 06/30/2023
     TIP14,574$1,568 06/30/2023
Fort Washington Investment Advisors Inc. OH14,386$1,548 06/30/2023
     TIP14,386$1,548 06/30/2023
Ellenbecker Investment Group14,333$1,542 06/30/2023
     TIP14,333$1,542 06/30/2023
FOCUS Wealth Advisors LLC14,329$1,542 06/30/2023
     TIP14,329$1,542 06/30/2023
LVW Advisors LLC14,320$1,541 06/30/2023
     TIP14,320$1,541 06/30/2023
Stone Point Wealth LLC14,320$1,541 06/30/2023
     TIP14,320$1,541 06/30/2023
Summit Global Investments14,223$1,531 06/30/2023
     TIP14,223$1,531 06/30/2023
Mathes Company Inc.14,200$1,528 06/30/2023
     TIP14,200$1,528 06/30/2023
Wealthsource Partners LLC14,191$1,527 06/30/2023
     TIP14,191$1,527 06/30/2023
Buttonwood Financial Group LLC14,183$1,527 06/30/2023
     TIP14,183$1,527 06/30/2023
Savant Capital LLC14,151$1,523 06/30/2023
     TIP14,151$1,523 06/30/2023
United Services Automobile Association14,124$1,520 06/30/2023
     TIP14,124$1,520 06/30/2023
Aviance Capital Partners LLC14,073$1,515 06/30/2023
     TIP14,073$1,515 06/30/2023
True Link Financial Advisors LLC14,033$1,510 06/30/2023
     TIP14,033$1,510 06/30/2023
Synovus Financial Corp13,942$1,500 06/30/2023
     TIP13,942$1,500 06/30/2023
Peninsula Wealth LLC13,813$1,487 06/30/2023
     TIP13,813$1,487 06/30/2023
WealthSpring Partners LLC13,755$1,480 06/30/2023
     TIP13,755$1,480 06/30/2023
Saxon Interests Inc.13,600$1,464 06/30/2023
     TIP13,600$1,464 06/30/2023
IVC Wealth Advisors LLC13,586$1,462 06/30/2023
     TIP13,586$1,462 06/30/2023
Lake Hills Wealth Management LLC13,545$1,458 06/30/2023
     TIP13,545$1,458 06/30/2023
Nikulski Financial Inc.13,541$1,457 06/30/2023
     TIP13,541$1,457 06/30/2023
BCJ Capital Management LLC13,454$1,448 06/30/2023
     TIP13,454$1,448 06/30/2023
CMG Global Holdings LLC13,419$1,444 06/30/2023
     TIP13,419$1,444 06/30/2023
Financial Engines Advisors L.L.C.13,403$1,442 06/30/2023
     TIP13,403$1,442 06/30/2023
Ascent Group LLC13,219$1,408 06/30/2023
     TIP13,219$1,408 06/30/2023
Safeguard Investment Advisory Group LLC13,027$1,402 06/30/2023
     TIP13,027$1,402 06/30/2023
Atomi Financial Group Inc.13,000$1,399 06/30/2023
     TIP13,000$1,399 06/30/2023
Cedar Brook Financial Partners LLC12,641$1,360 06/30/2023
     TIP12,641$1,360 06/30/2023
JNB Advisors LLC12,550$1,351 06/30/2023
     TIP12,550$1,351 06/30/2023
Prosperity Planning Inc.12,551$1,351 06/30/2023
     TIP12,551$1,351 06/30/2023
O ROURKE & COMPANY Inc12,409$1,335 06/30/2023
     TIP12,409$1,335 06/30/2023
Interactive Financial Advisors12,347$1,329 06/30/2023
     TIP12,347$1,329 06/30/2023
Cordant Inc.12,332$1,327 06/30/2023
     TIP12,332$1,327 06/30/2023
Global Retirement Partners LLC12,277$1,321 06/30/2023
     TIP12,277$1,321 06/30/2023
Sowell Financial Services LLC12,269$1,320 06/30/2023
     TIP12,269$1,320 06/30/2023
IPG Investment Advisors LLC12,259$1,319 06/30/2023
     TIP12,259$1,319 06/30/2023
Intercontinental Wealth Advisors LLC12,254$1,319 06/30/2023
     TIP12,254$1,319 06/30/2023
Arcataur Capital Management LLC12,227$1,316 06/30/2023
     TIP12,227$1,316 06/30/2023
Park Avenue Securities LLC12,175$1,310 06/30/2023
     TIP12,175$1,310 06/30/2023
Gibson Capital LLC11,748$1,264 06/30/2023
     TIP11,748$1,264 06/30/2023
RFG Advisory LLC11,737$1,263 06/30/2023
     TIP11,737$1,263 06/30/2023
Parker Financial LLC11,666$1,255 06/30/2023
     TIP11,666$1,255 06/30/2023
Congress Wealth Management LLC DE 11,601$1,249 06/30/2023
     TIP11,601$1,249 06/30/2023
Topel & Distasi Wealth Management LLC11,467$1,234 06/30/2023
     TIP11,467$1,234 06/30/2023
Townsquare Capital LLC11,181$1,233 03/31/2023
     TIP11,181$1,233 03/31/2023
Moors & Cabot Inc.11,417$1,229 06/30/2023
     TIP11,417$1,229 06/30/2023
Argent Trust Co11,390$1,226 06/30/2023
     TIP11,390$1,226 06/30/2023
Keystone Financial Services11,354$1,222 06/30/2023
     TIP11,354$1,222 06/30/2023
Trust Co. of Vermont11,287$1,215 06/30/2023
     TIP11,287$1,215 06/30/2023
Stelac Advisory Services LLC11,108$1,196 06/30/2023
     TIP11,108$1,196 06/30/2023
Tiemann Investment Advisors LLC10,783$1,160 06/30/2023
     TIP10,783$1,160 06/30/2023
Matrix Private Capital Group LLC10,614$1,142 06/30/2023
     TIP10,614$1,142 06/30/2023
Simon Quick Advisors LLC10,587$1,139 06/30/2023
     TIP10,587$1,139 06/30/2023
Morton Brown Family Wealth LLC10,586$1,139 06/30/2023
     TIP10,586$1,139 06/30/2023
Guidance Capital Inc.10,758$1,138 06/30/2023
     TIP10,758$1,138 06/30/2023
Banco BTG Pactual S.A.10,500$1,130 06/30/2023
     TIP10,500$1,130 06/30/2023
Meridian Wealth Management LLC10,410$1,120 06/30/2023
     TIP10,410$1,120 06/30/2023
Gryphon Financial Partners LLC10,369$1,116 06/30/2023
     TIP10,369$1,116 06/30/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management10,344$1,113 06/30/2023
     TIP10,344$1,113 06/30/2023
First Hawaiian Bank10,282$1,107 06/30/2023
     TIP10,282$1,107 06/30/2023
Signature Securities Group Corporation10,234$1,101 06/30/2023
     TIP10,234$1,101 06/30/2023
Colony Group LLC10,147$1,092 06/30/2023
     TIP10,147$1,092 06/30/2023
Dorsey & Whitney Trust CO LLC10,128$1,090 06/30/2023
     TIP10,128$1,090 06/30/2023
Impact Partnership Wealth LLC10,111$1,088 06/30/2023
     TIP10,111$1,088 06/30/2023
Norway Savings Bank10,033$1,080 06/30/2023
     TIP10,033$1,080 06/30/2023
Accel Wealth Management9,978$1,074 06/30/2023
     TIP9,978$1,074 06/30/2023
Capital Wealth Alliance LLC9,944$1,070 06/30/2023
     TIP9,944$1,070 06/30/2023
Quantitative Advantage LLC9,667$1,066 03/31/2023
     TIP9,667$1,066 03/31/2023
Keel Point LLC9,900$1,065 06/30/2023
     TIP9,900$1,065 06/30/2023
Pinnacle Associates Ltd.9,845$1,060 06/30/2023
     TIP9,845$1,060 06/30/2023
Michael B. Yongue9,840$1,059 06/30/2023
     TIP9,840$1,059 06/30/2023
Planned Solutions Inc.9,819$1,057 06/30/2023
     TIP9,819$1,057 06/30/2023
Cornerstone Wealth Management LLC9,807$1,055 06/30/2023
     TIP9,807$1,055 06/30/2023
American Trust9,811$1,055 06/30/2023
     TIP9,811$1,055 06/30/2023
Buckingham Strategic Partners9,757$1,050 06/30/2023
     TIP9,757$1,050 06/30/2023
Old Port Advisors9,449$1,045 03/31/2023
     TIP9,449$1,045 03/31/2023
Level Four Advisory Services LLC9,543$1,027 06/30/2023
     TIP9,543$1,027 06/30/2023
Palisade Asset Management LLC9,527$1,025 06/30/2023
     TIP9,527$1,025 06/30/2023
Silverlake Wealth Management LLC9,512$1,024 06/30/2023
     TIP9,512$1,024 06/30/2023
Certus Wealth Management LLC9,508$1,023 06/30/2023
     TIP9,508$1,023 06/30/2023
Gill Capital Partners LLC9,443$1,016 06/30/2023
     TIP9,443$1,016 06/30/2023
J. W. Coons Advisors LLC9,445$1,016 06/30/2023
     TIP9,445$1,016 06/30/2023
Biondo Investment Advisors LLC9,431$1,015 06/30/2023
     TIP9,431$1,015 06/30/2023
Cresset Asset Management LLC9,418$1,014 06/30/2023
     TIP9,418$1,014 06/30/2023
Gladstone Institutional Advisory LLC9,420$1,014 06/30/2023
     TIP9,420$1,014 06/30/2023
Summit Wealth Group LLC9,426$1,014 06/30/2023
     TIP9,426$1,014 06/30/2023
Pensionmark Financial Group LLC9,411$1,013 06/30/2023
     TIP9,411$1,013 06/30/2023
Connecticut Wealth Management LLC9,372$1,009 06/30/2023
     TIP9,372$1,009 06/30/2023
Bigelow Investment Advisors LLC9,303$1,001 06/30/2023
     TIP9,303$1,001 06/30/2023
Atwater Malick LLC9,288$1,000 06/30/2023
     TIP9,288$1,000 06/30/2023
Alpha Cubed Investments LLC9,279$999 06/30/2023
     TIP9,279$999 06/30/2023
Cutter & CO Brokerage Inc.9,275$998 06/30/2023
     TIP9,275$998 06/30/2023
WealthBridge Capital Management LLC9,178$988 06/30/2023
     TIP9,178$988 06/30/2023
Aprio Wealth Management LLC9,168$987 06/30/2023
     TIP9,168$987 06/30/2023
Avion Wealth9,082$976 06/30/2023
     TIP9,082$976 06/30/2023
Chapin Davis Inc.9,029$972 06/30/2023
     TIP9,029$972 06/30/2023
HRT Financial LP9,003$968 06/30/2023
     TIP9,003$968 06/30/2023
FC Advisory LLC8,991$968 06/30/2023
     TIP8,991$968 06/30/2023
SeaCrest Wealth Management LLC8,977$966 06/30/2023
     TIP8,977$966 06/30/2023
Alhambra Investment Partners LLC8,919$960 06/30/2023
     TIP8,919$960 06/30/2023
Fisher Asset Management LLC8,891$957 06/30/2023
     TIP8,891$957 06/30/2023
IHT Wealth Management LLC8,851$953 06/30/2023
     TIP8,851$953 06/30/2023
Ameritas Advisory Services LLC8,978$950 06/30/2023
     TIP8,978$950 06/30/2023
Coldstream Capital Management Inc.8,731$940 06/30/2023
     TIP8,731$940 06/30/2023
Atlas Brown Inc.8,727$939 06/30/2023
     TIP8,727$939 06/30/2023
International Assets Investment Management LLC8,712$938 06/30/2023
     TIP8,712$938 06/30/2023
Pinnacle Family Advisors LLC8,685$935 06/30/2023
     TIP8,685$935 06/30/2023
DAVENPORT & Co LLC8,604$926 06/30/2023
     TIP8,604$926 06/30/2023
Upper Left Wealth Management LLC8,585$924 06/30/2023
     TIP8,585$924 06/30/2023
Fagan Associates Inc.8,577$923 06/30/2023
     TIP8,577$923 06/30/2023
Minot Capital LP8,563$922 06/30/2023
     TIP8,563$922 06/30/2023
Keystone Financial Group8,531$918 06/30/2023
     TIP8,531$918 06/30/2023
Seldon Capital LP8,515$916 06/30/2023
     TIP8,515$916 06/30/2023
Hoxton Planning & Management LLC8,512$916 06/30/2023
     TIP8,512$916 06/30/2023
BKD Wealth Advisors LLC8,490$914 06/30/2023
     TIP8,490$914 06/30/2023
Lake Street Financial LLC8,492$914 06/30/2023
     TIP8,492$914 06/30/2023
Badgley Phelps Wealth Managers LLC8,492$914 06/30/2023
     TIP8,492$914 06/30/2023
Bath Savings Trust Co8,456$910 06/30/2023
     TIP8,456$910 06/30/2023
EFG Capital International CORP.8,334$897 06/30/2023
     TIP8,334$897 06/30/2023
Parkside Financial Bank & Trust8,333$897 06/30/2023
     TIP8,333$897 06/30/2023
EFG Asset Management Americas Corp.8,334$897 06/30/2023
     TIP8,334$897 06/30/2023
Scarborough Advisors LLC8,279$891 06/30/2023
     TIP8,279$891 06/30/2023
Arlington Capital Management Inc.8,248$888 06/30/2023
     TIP8,248$888 06/30/2023
Vontobel Holding Ltd.8,225$885 06/30/2023
     TIP8,225$885 06/30/2023
Private Harbour Investment Management & Counsel LLC8,125$874 06/30/2023
     TIP8,125$874 06/30/2023
RDA Financial Network8,124$874 06/30/2023
     TIP8,124$874 06/30/2023
Coastal Investment Advisors Inc.8,093$871 06/30/2023
     TIP8,093$871 06/30/2023
Duncker Streett & Co. Inc.8,023$863 06/30/2023
     TIP8,023$863 06/30/2023
Hanson & Doremus Investment Management8,006$862 06/30/2023
     TIP8,006$862 06/30/2023
Good Life Advisors LLC8,003$861 06/30/2023
     TIP8,003$861 06/30/2023
AJ Wealth Strategies LLC7,989$860 06/30/2023
     TIP7,989$860 06/30/2023
Evergreen Capital Management LLC7,968$858 06/30/2023
     TIP7,968$858 06/30/2023
Kaydan Wealth Management Inc.7,958$856 06/30/2023
     TIP7,958$856 06/30/2023
Benjamin F. Edwards & Company Inc.7,907$851 06/30/2023
     TIP7,907$851 06/30/2023
Kingfisher Capital LLC7,881$848 06/30/2023
     TIP7,881$848 06/30/2023
Chicago Partners Investment Group LLC7,914$840 06/30/2023
     TIP7,914$840 06/30/2023
Parsons Capital Management Inc. RI7,681$827 06/30/2023
     TIP7,681$827 06/30/2023
Patriot Financial Group Insurance Agency LLC7,682$827 06/30/2023
     TIP7,682$827 06/30/2023
ORG Partners LLC7,659$823 06/30/2023
     TIP7,659$823 06/30/2023
Addison Capital Co7,639$822 06/30/2023
     TIP7,639$822 06/30/2023
Bridgeworth LLC7,630$821 06/30/2023
     TIP7,630$821 06/30/2023
Penobscot Investment Management Company Inc.7,578$816 06/30/2023
     TIP7,578$816 06/30/2023
Ancora Advisors LLC7,585$816 06/30/2023
     TIP7,585$816 06/30/2023
TRUE Private Wealth Advisors7,521$809 06/30/2023
     TIP7,521$809 06/30/2023
Centered Wealth LLC dba Miller Equity Capital Advisors7,500$807 06/30/2023
     TIP7,500$807 06/30/2023
Rosenblum Silverman Sutton S F Inc. CA7,435$800 06/30/2023
     TIP7,435$800 06/30/2023
Creative Financial Designs Inc. ADV7,366$793 06/30/2023
     TIP7,366$793 06/30/2023
ICA Group Wealth Management LLC7,357$792 06/30/2023
     TIP7,357$792 06/30/2023
Cambria Investment Management L.P.7,254$781 06/30/2023
     TIP7,254$781 06/30/2023
HB Wealth Management LLC7,225$778 06/30/2023
     TIP7,225$778 06/30/2023
Barber Financial Group Inc.7,027$775 03/31/2023
     TIP7,027$775 03/31/2023
AWM Capital LLC7,166$771 06/30/2023
     TIP7,166$771 06/30/2023
Axxcess Wealth Management LLC7,146$769 06/30/2023
     TIP7,146$769 06/30/2023
Capital Investment Advisory Services LLC7,116$766 06/30/2023
     TIP7,116$766 06/30/2023
PFG Advisors7,097$764 06/30/2023
     TIP7,097$764 06/30/2023
Veritable L.P.7,080$762 06/30/2023
     TIP7,080$762 06/30/2023
Banque Pictet & Cie SA7,050$759 06/30/2023
     TIP7,050$759 06/30/2023
RVW Wealth LLC7,005$754 06/30/2023
     TIP7,005$754 06/30/2023
Laidlaw Wealth Management LLC7,001$753 06/30/2023
     TIP7,001$753 06/30/2023
Fortis Advisors LLC6,957$749 06/30/2023
     TIP6,957$749 06/30/2023
Clarity Financial LLC6,909$744 06/30/2023
     TIP6,909$744 06/30/2023
Cypress Capital Group6,880$740 06/30/2023
     TIP6,880$740 06/30/2023
Werba Rubin Papier Wealth Management6,824$734 06/30/2023
     TIP6,824$734 06/30/2023
Investment Advisory Group LLC6,804$732 06/30/2023
     TIP6,804$732 06/30/2023
Van Strum & Towne Inc.6,755$727 06/30/2023
     TIP6,755$727 06/30/2023
Evexia Wealth LLC6,741$724 06/30/2023
     TIP6,741$724 06/30/2023
Foundations Investment Advisors LLC6,688$720 06/30/2023
     TIP6,688$720 06/30/2023
Pekin Hardy Strauss Inc.6,648$715 06/30/2023
     TIP6,648$715 06/30/2023
Carnegie Capital Asset Management LLC6,648$715 06/30/2023
     TIP6,648$715 06/30/2023
Apella Capital LLC6,602$710 06/30/2023
     TIP6,602$710 06/30/2023
IFP Advisors Inc6,526$702 06/30/2023
     TIP6,526$702 06/30/2023
WealthTrust Axiom LLC6,500$700 06/30/2023
     TIP6,500$700 06/30/2023
180 Wealth Advisors LLC6,535$699 06/30/2023
     TIP6,535$699 06/30/2023
Sawtooth Solutions LLC6,433$692 06/30/2023
     TIP6,433$692 06/30/2023
TNF LLC6,428$692 06/30/2023
     TIP6,428$692 06/30/2023
Klingman & Associates LLC6,414$690 06/30/2023
     TIP6,414$690 06/30/2023
Pinnacle Bank6,398$689 06/30/2023
     TIP6,398$689 06/30/2023
Chesley Taft & Associates LLC6,359$684 06/30/2023
     TIP6,359$684 06/30/2023
Gould Asset Management LLC CA6,336$682 06/30/2023
     TIP6,336$682 06/30/2023
Paragon Capital Management Ltd6,340$682 06/30/2023
     TIP6,340$682 06/30/2023
First American Trust FSB6,260$674 06/30/2023
     TIP6,260$674 06/30/2023
Garner Asset Management Corp6,240$672 06/30/2023
     TIP6,240$672 06/30/2023
Legal & General Group Plc6,260$671 06/30/2023
     TIP6,260$671 06/30/2023
Mine & Arao Wealth Creation & Management LLC.6,163$663 06/30/2023
     TIP6,163$663 06/30/2023
Ballast Advisors LLC6,103$657 06/30/2023
     TIP6,103$657 06/30/2023
Hardy Reed LLC6,071$653 06/30/2023
     TIP6,071$653 06/30/2023
BFT Financial Group LLC6,044$651 06/30/2023
     TIP6,044$651 06/30/2023
Demars Financial Group LLC6,053$651 06/30/2023
     TIP6,053$651 06/30/2023
Roundview Capital LLC6,038$650 06/30/2023
     TIP6,038$650 06/30/2023
MGO Private Wealth LLC6,015$647 06/30/2023
     TIP6,015$647 06/30/2023
One Charles Private Wealth Services LLC5,953$641 06/30/2023
     TIP5,953$641 06/30/2023
Source Financial Advisors LLC5,940$639 06/30/2023
     TIP5,940$639 06/30/2023
Fort Point Capital Partners LLC5,925$638 06/30/2023
     TIP5,925$638 06/30/2023
Chemistry Wealth Management LLC5,903$635 06/30/2023
     TIP5,903$635 06/30/2023
Regions Financial Corp5,880$633 06/30/2023
     TIP5,880$633 06/30/2023
Cardiff Park Advisors LLC5,862$631 06/30/2023
     TIP5,862$631 06/30/2023
Summitry LLC5,820$626 06/30/2023
     TIP5,820$626 06/30/2023
Consolidated Portfolio Review Corp5,817$626 06/30/2023
     TIP5,817$626 06/30/2023
Journey Advisory Group LLC5,757$620 06/30/2023
     TIP5,757$620 06/30/2023
Tradition Wealth Management LLC5,618$605 06/30/2023
     TIP5,618$605 06/30/2023
Pinnacle Financial Group LLC IL5,600$603 06/30/2023
     TIP5,600$603 06/30/2023
Cubic Asset Management LLC5,588$601 06/30/2023
     TIP5,588$601 06/30/2023
Meritas Wealth Management LLC5,558$598 06/30/2023
     TIP5,558$598 06/30/2023
AllSquare Wealth Management LLC5,479$593 06/30/2023
     TIP5,479$593 06/30/2023
Lpwm LLC5,490$587 06/30/2023
     TIP5,490$587 06/30/2023
Sequoia Financial Advisors LLC5,423$584 06/30/2023
     TIP5,423$584 06/30/2023
Signet Financial Management LLC5,427$584 06/30/2023
     TIP5,427$584 06/30/2023
HBK Sorce Advisory LLC5,419$583 06/30/2023
     TIP5,419$583 06/30/2023
W.G. Shaheen & Associates DBA Whitney & Co5,406$582 06/30/2023
     TIP5,406$582 06/30/2023
S.A. Mason LLC5,272$581 06/30/2023
     TIP5,272$581 06/30/2023
PCA Investment Advisory Services Inc.5,396$581 06/30/2023
     TIP5,396$581 06/30/2023
First National Trust Co5,391$580 06/30/2023
     TIP5,391$580 06/30/2023
WFA of San Diego LLC5,393$580 06/30/2023
     TIP5,393$580 06/30/2023
Abbrea Capital LLC5,383$579 06/30/2023
     TIP5,383$579 06/30/2023
Cape Cod Five Cents Savings Bank5,367$578 06/30/2023
     TIP5,367$578 06/30/2023
Strategic Blueprint LLC5,230$577 03/31/2023
     TIP5,230$577 03/31/2023
Clear Investment Research LLC5,285$569 06/30/2023
     TIP5,285$569 06/30/2023
Syntal Capital Partners LLC5,267$567 06/30/2023
     TIP5,267$567 06/30/2023
Apeiron RIA LLC5,248$565 06/30/2023
     TIP5,248$565 06/30/2023
Rehmann Capital Advisory Group5,238$564 06/30/2023
     TIP5,238$564 06/30/2023
McAdam LLC5,235$563 06/30/2023
     TIP5,235$563 06/30/2023
Two Sigma Securities LLC5,222$562 06/30/2023
     TIP5,222$562 06/30/2023
Baldwin Investment Management LLC5,200$560 06/30/2023
     TIP5,200$560 06/30/2023
Columbia Advisory Partners LLC5,155$555 06/30/2023
     TIP5,155$555 06/30/2023
Private Trust Co. NA5,135$553 06/30/2023
     TIP5,135$553 06/30/2023
Vicus Capital5,116$551 06/30/2023
     TIP5,116$551 06/30/2023
Financial Architects Inc5,115$550 06/30/2023
     TIP5,115$550 06/30/2023
Mission Wealth Management LP5,101$549 06/30/2023
     TIP5,101$549 06/30/2023
Elm Partners Management LLC5,079$547 06/30/2023
     TIP5,079$547 06/30/2023
NorthLanding Financial Partners LLC5,004$538 06/30/2023
     TIP5,004$538 06/30/2023
Sigma Investment Counselors Inc.4,986$537 06/30/2023
     TIP4,986$537 06/30/2023
Cary Street Partners Investment Advisory LLC4,965$534 06/30/2023
     TIP4,965$534 06/30/2023
Auour Investments LLC4,964$534 06/30/2023
     TIP4,964$534 06/30/2023
Merrion Investment Management Co LLC4,950$533 06/30/2023
     TIP4,950$533 06/30/2023
Stonebridge Financial Planning Group LLC4,953$533 06/30/2023
     TIP4,953$533 06/30/2023
Waterloo Capital L.P.4,931$531 06/30/2023
     TIP4,931$531 06/30/2023
King Wealth4,885$526 06/30/2023
     TIP4,885$526 06/30/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC4,874$525 06/30/2023
     TIP4,874$525 06/30/2023
Evanson Asset Management LLC4,857$523 06/30/2023
     TIP4,857$523 06/30/2023
N.E.W. Advisory Services LLC4,833$520 06/30/2023
     TIP4,833$520 06/30/2023
RS Crum Inc.4,817$518 06/30/2023
     TIP4,817$518 06/30/2023
Moulton Wealth Management Inc.4,809$517 06/30/2023
     TIP4,809$517 06/30/2023
Mayflower Financial Advisors LLC60,236$517 06/30/2023
     TIP60,236$517 06/30/2023
Mission Creek Capital Partners Inc.4,792$516 06/30/2023
     TIP4,792$516 06/30/2023
Steigerwald Gordon & Koch Inc.4,786$515 06/30/2023
     TIP4,786$515 06/30/2023
Sound View Wealth Advisors Group LLC4,765$513 06/30/2023
     TIP4,765$513 06/30/2023
Walker Asset Management LLC4,744$511 06/30/2023
     TIP4,744$511 06/30/2023
Ballentine Partners LLC4,736$510 06/30/2023
     TIP4,736$510 06/30/2023
Headinvest LLC4,784$506 06/30/2023
     TIP4,784$506 06/30/2023
Edgestream Partners L.P.4,690$505 06/30/2023
     TIP4,690$505 06/30/2023
Park Edge Advisors LLC4,678$503 06/30/2023
     TIP4,678$503 06/30/2023
Transcend Wealth Collective LLC4,649$500 06/30/2023
     TIP4,649$500 06/30/2023
Fiera Capital Corp4,634$499 06/30/2023
     TIP4,634$499 06/30/2023
State Street Corp4,629$498 06/30/2023
     TIP4,629$498 06/30/2023
Parsec Financial Management Inc.4,505$497 03/31/2023
     TIP4,505$497 03/31/2023
Sontag Advisory LLC4,571$492 06/30/2023
     TIP4,571$492 06/30/2023
Jeppson Wealth Management LLC4,573$492 06/30/2023
     TIP4,573$492 06/30/2023
HCR Wealth Advisors4,521$487 06/30/2023
     TIP4,521$487 06/30/2023
Harbor Investment Advisory LLC4,467$481 06/30/2023
     TIP4,467$481 06/30/2023
Ameraudi Asset Management Inc.4,460$480 06/30/2023
     TIP4,460$480 06/30/2023
Country Club Bank GFN4,456$477 06/30/2023
     TIP4,456$477 06/30/2023
Glenview Trust Co4,421$476 06/30/2023
     TIP4,421$476 06/30/2023
Belpointe Asset Management LLC4,417$475 06/30/2023
     TIP4,417$475 06/30/2023
MA Private Wealth4,379$471 06/30/2023
     TIP4,379$471 06/30/2023
Unconventional Investor LLC4,378$471 06/30/2023
     TIP4,378$471 06/30/2023
Mattern Wealth Management LLC4,350$468 06/30/2023
     TIP4,350$468 06/30/2023
Oxford Financial Group Ltd.4,334$466 06/30/2023
     TIP4,334$466 06/30/2023
Portside Wealth Group LLC4,320$465 06/30/2023
     TIP4,320$465 06/30/2023
Global Assets Advisory LLC4,301$463 06/30/2023
     TIP4,301$463 06/30/2023
TRU Independence Asset Management 2 LLC4,198$463 03/31/2023
     TIP4,198$463 03/31/2023
Stratos Wealth Advisors LLC4,246$457 06/30/2023
     TIP4,246$457 06/30/2023
TBH Global Asset Management LLC4,227$455 06/30/2023
     TIP4,227$455 06/30/2023
Cassady Schiller Wealth Management LLC4,204$452 06/30/2023
     TIP4,204$452 06/30/2023
Claro Advisors LLC4,125$444 06/30/2023
     TIP4,125$444 06/30/2023
W.H. Cornerstone Investments Inc.4,117$443 06/30/2023
     TIP4,117$443 06/30/2023
Fortitude Advisory Group L.L.C.4,109$442 06/30/2023
     TIP4,109$442 06/30/2023
Proequities Inc.4,095$441 06/30/2023
     TIP4,095$441 06/30/2023
America First Investment Advisors LLC4,099$441 06/30/2023
     TIP4,099$441 06/30/2023
Millburn Ridgefield Corp4,081$439 06/30/2023
     TIP4,081$439 06/30/2023
First National Corp MA ADV4,060$437 06/30/2023
     TIP4,060$437 06/30/2023
Inscription Capital LLC4,049$436 06/30/2023
     TIP4,049$436 06/30/2023
Lcnb Corp4,046$435 06/30/2023
     TIP4,046$435 06/30/2023
Flaharty Asset Management LLC4,036$434 06/30/2023
     TIP4,036$434 06/30/2023
Estate Counselors LLC4,020$433 06/30/2023
     TIP4,020$433 06/30/2023
Acorn Wealth Advisors LLC4,024$433 06/30/2023
     TIP4,024$433 06/30/2023
LexAurum Advisors LLC4,016$432 06/30/2023
     TIP4,016$432 06/30/2023
Wilbanks Smith & Thomas Asset Management LLC4,005$431 06/30/2023
     TIP4,005$431 06/30/2023
Stokes Family Office LLC3,971$427 06/30/2023
     TIP3,971$427 06/30/2023
Sweeney & Michel LLC4,011$427 06/30/2023
     TIP4,011$427 06/30/2023
Invesco Ltd.3,946$425 06/30/2023
     TIP3,946$425 06/30/2023
J. L. Bainbridge & Co. Inc.3,928$423 06/30/2023
     TIP3,928$423 06/30/2023
Mainstay Capital Management LLC ADV3,878$417 06/30/2023
     TIP3,878$417 06/30/2023
Walkner Condon Financial Advisors LLC3,877$417 06/30/2023
     TIP3,877$417 06/30/2023
Oder Investment Management LLC3,870$416 06/30/2023
     TIP3,870$416 06/30/2023
CFS Investment Advisory Services LLC3,861$416 06/30/2023
     TIP3,861$416 06/30/2023
Titleist Asset Management LLC3,862$416 06/30/2023
     TIP3,862$416 06/30/2023
Main Street Financial Solutions LLC3,813$410 06/30/2023
     TIP3,813$410 06/30/2023
Prudent Man Advisors LLC3,732$402 06/30/2023
     TIP3,732$402 06/30/2023
Rodgers Brothers Inc.3,715$400 06/30/2023
     TIP3,715$400 06/30/2023
GHE LLC3,716$400 06/30/2023
     TIP3,716$400 06/30/2023
Ritholtz Wealth Management3,705$399 06/30/2023
     TIP3,705$399 06/30/2023
Cutler Investment Counsel LLC3,683$396 06/30/2023
     TIP3,683$396 06/30/2023
Venture Visionary Partners LLC3,667$395 06/30/2023
     TIP3,667$395 06/30/2023
Family Investment Center Inc.3,672$395 06/30/2023
     TIP3,672$395 06/30/2023
JMG Financial Group Ltd.3,648$393 06/30/2023
     TIP3,648$393 06/30/2023
Mitsubishi UFJ Trust & Banking Corp3,650$393 06/30/2023
     TIP3,650$393 06/30/2023
Adviser Investments LLC3,643$392 06/30/2023
     TIP3,643$392 06/30/2023
Catalyst Capital Advisors LLC3,645$392 06/30/2023
     TIP3,645$392 06/30/2023
Vawter Financial Ltd.3,629$391 06/30/2023
     TIP3,629$391 06/30/2023
Mirador Capital Partners LP3,614$389 06/30/2023
     TIP3,614$389 06/30/2023
Joseph P. Lucia & Associates LLC3,614$389 06/30/2023
     TIP3,614$389 06/30/2023
Founders Capital Management3,605$388 06/30/2023
     TIP3,605$388 06/30/2023
Bank of Nova Scotia3,558$383 06/30/2023
     TIP3,558$383 06/30/2023
Truadvice LLC3,616$383 06/30/2023
     TIP3,616$383 06/30/2023
IFG Advisors LLC3,546$382 06/30/2023
     TIP3,546$382 06/30/2023
Ausdal Financial Partners Inc.3,532$380 06/30/2023
     TIP3,532$380 06/30/2023
TCTC Holdings LLC3,484$375 06/30/2023
     TIP3,484$375 06/30/2023
First United Bank Trust3,470$373 06/30/2023
     TIP3,470$373 06/30/2023
BancorpSouth Bank3,434$370 06/30/2023
     TIP3,434$370 06/30/2023
Valmark Advisers Inc.3,405$366 06/30/2023
     TIP3,405$366 06/30/2023
Berger Financial Group Inc3,383$364 06/30/2023
     TIP3,383$364 06/30/2023
DiMeo Schneider & Associates L.L.C.3,356$361 06/30/2023
     TIP3,356$361 06/30/2023
BRYN MAWR TRUST Co3,288$354 06/30/2023
     TIP3,288$354 06/30/2023
McKinley Carter Wealth Services Inc.3,280$353 06/30/2023
     TIP3,280$353 06/30/2023
Castle Rock Wealth Management LLC3,315$353 06/30/2023
     TIP3,315$353 06/30/2023
David Loasby3,332$353 06/30/2023
     TIP3,332$353 06/30/2023
Optimum Investment Advisors3,251$350 06/30/2023
     TIP3,251$350 06/30/2023
Janney Capital Management LLC3,242$349 06/30/2023
     TIP3,242$349 06/30/2023
TFB Advisors LLC3,244$349 06/30/2023
     TIP3,244$349 06/30/2023
Total Investment Management Inc.3,232$348 06/30/2023
     TIP3,232$348 06/30/2023
Red Spruce Capital LLC3,218$346 06/30/2023
     TIP3,218$346 06/30/2023
Aletheian Wealth Advisors LLC3,211$346 06/30/2023
     TIP3,211$346 06/30/2023
Householder Group Estate & Retirement Specialist LLC3,128$345 03/31/2023
     TIP3,128$345 03/31/2023
Beacon Financial Advisory LLC3,196$344 06/30/2023
     TIP3,196$344 06/30/2023
Stonehage Fleming Financial Services Holdings Ltd3,251$341 06/30/2023
     TIP3,251$341 06/30/2023
Disciplined Investments LLC3,172$341 06/30/2023
     TIP3,172$341 06/30/2023
Sentinus LLC3,155$340 06/30/2023
     TIP3,155$340 06/30/2023
Cobblestone Capital Advisors LLC NY3,138$338 06/30/2023
     TIP3,138$338 06/30/2023
FRG Family Wealth Advisors LLC3,145$338 06/30/2023
     TIP3,145$338 06/30/2023
Vestmark Advisory Solutions Inc.3,132$337 06/30/2023
     TIP3,132$337 06/30/2023
Aptus Capital Advisors LLC3,103$334 06/30/2023
     TIP3,103$334 06/30/2023
Whittier Trust Co. of Nevada Inc.3,092$333 06/30/2023
     TIP3,092$333 06/30/2023
TAP Consulting LLC3,073$331 06/30/2023
     TIP3,073$331 06/30/2023
Successful Portfolios LLC3,065$330 06/30/2023
     TIP3,065$330 06/30/2023
Silvia Mccoll Wealth Management LLC3,055$329 06/30/2023
     TIP3,055$329 06/30/2023
Jefferies Financial Group Inc.3,052$328 06/30/2023
     TIP3,052$328 06/30/2023
Jackson Hole Capital Partners LLC3,030$326 06/30/2023
     TIP3,030$326 06/30/2023
LeJeune Puetz Investment Counsel LLC2,961$326 03/31/2023
     TIP2,961$326 03/31/2023
Lowe Brockenbrough & Co. Inc.3,007$324 06/30/2023
     TIP3,007$324 06/30/2023
InTrack Investment Management Inc2,980$321 06/30/2023
     TIP2,980$321 06/30/2023
WealthShield Partners LLC2,954$318 06/30/2023
     TIP2,954$318 06/30/2023
Arkadios Wealth Advisors2,952$318 06/30/2023
     TIP2,952$318 06/30/2023
North Star Investment Management Corp.2,943$317 06/30/2023
     TIP2,943$317 06/30/2023
Institute for Wealth Management LLC.2,944$317 06/30/2023
     TIP2,944$317 06/30/2023
UMB Bank N A MO2,931$315 06/30/2023
     TIP2,931$315 06/30/2023
Patten Group Inc.2,919$314 06/30/2023
     TIP2,919$314 06/30/2023
Bellecapital International Ltd.2,912$313 06/30/2023
     TIP2,912$313 06/30/2023
Alan B. Lancz & Associates Inc.2,900$312 06/30/2023
     TIP2,900$312 06/30/2023
Mach 1 Financial Group Inc.2,888$311 06/30/2023
     TIP2,888$311 06/30/2023
Gallacher Capital Management LLC2,876$310 06/30/2023
     TIP2,876$310 06/30/2023
Citizens & Northern Corp2,851$307 06/30/2023
     TIP2,851$307 06/30/2023
Inlet Private Wealth LLC2,855$307 06/30/2023
     TIP2,855$307 06/30/2023
Apollon Wealth Management LLC2,850$307 06/30/2023
     TIP2,850$307 06/30/2023
SPC Financial Inc.2,840$306 06/30/2023
     TIP2,840$306 06/30/2023
Vise Technologies Inc.2,838$305 06/30/2023
     TIP2,838$305 06/30/2023
Hexagon Capital Partners LLC2,838$305 06/30/2023
     TIP2,838$305 06/30/2023
Fingerlakes Wealth Management Inc.2,837$305 06/30/2023
     TIP2,837$305 06/30/2023
Redhawk Wealth Advisors Inc.2,821$304 06/30/2023
     TIP2,821$304 06/30/2023
Rooted Wealth Advisors Inc.2,858$304 06/30/2023
     TIP2,858$304 06/30/2023
Clear Street Markets LLC2,820$303 06/30/2023
     TIP2,820$303 06/30/2023
NBT Bank N A NY2,806$302 06/30/2023
     TIP2,806$302 06/30/2023
Cottonwood Capital Advisors LLC2,800$301 06/30/2023
     TIP2,800$301 06/30/2023
Stonegate Investment Group LLC2,801$301 06/30/2023
     TIP2,801$301 06/30/2023
Powell Investment Advisors LLC2,790$300 06/30/2023
     TIP2,790$300 06/30/2023
Swmg LLC2,779$299 06/30/2023
     TIP2,779$299 06/30/2023
Integrated Investment Consultants LLC2,756$297 06/30/2023
     TIP2,756$297 06/30/2023
9258 Wealth Management LLC2,750$296 06/30/2023
     TIP2,750$296 06/30/2023
Liberty Wealth Management LLC2,752$296 06/30/2023
     TIP2,752$296 06/30/2023
Valley Brook Capital Group2,750$296 06/30/2023
     TIP2,750$296 06/30/2023
MKT Advisors LLC2,752$295 06/30/2023
     TIP2,752$295 06/30/2023
Diversified Portfolios Inc.2,722$293 06/30/2023
     TIP2,722$293 06/30/2023
Black Diamond Financial LLC2,716$292 06/30/2023
     TIP2,716$292 06/30/2023
Certified Advisory Corp2,703$291 06/30/2023
     TIP2,703$291 06/30/2023
Maltin Wealth Management Inc.2,706$291 06/30/2023
     TIP2,706$291 06/30/2023
Continuum Advisory LLC2,699$290 06/30/2023
     TIP2,699$290 06/30/2023
Pettinga Financial Advisors LLC2,674$288 06/30/2023
     TIP2,674$288 06/30/2023
Gradient Capital Advisors LLC2,653$286 06/30/2023
     TIP2,653$286 06/30/2023
Colony Family Offices LLC2,644$285 06/30/2023
     TIP2,644$285 06/30/2023
Westshore Wealth LLC2,635$284 06/30/2023
     TIP2,635$284 06/30/2023
Ridgecrest Wealth Partners LLC2,640$284 06/30/2023
     TIP2,640$284 06/30/2023
Fiduciary Trust Co.2,628$283 06/30/2023
     TIP2,628$283 06/30/2023
Nvwm LLC2,623$282 06/30/2023
     TIP2,623$282 06/30/2023
Litman Gregory Asset Management LLC2,607$281 06/30/2023
     TIP2,607$281 06/30/2023
Bank of New Hampshire2,613$281 06/30/2023
     TIP2,613$281 06/30/2023
Mosaic Family Wealth Partners LLC2,598$280 06/30/2023
     TIP2,598$280 06/30/2023
Plancorp LLC2,593$279 06/30/2023
     TIP2,593$279 06/30/2023
Capital City Trust Co. FL2,582$278 06/30/2023
     TIP2,582$278 06/30/2023
Leavell Investment Management Inc.2,566$276 06/30/2023
     TIP2,566$276 06/30/2023
Wellington Shields & Co. LLC2,567$276 06/30/2023
     TIP2,567$276 06/30/2023
WMG Financial Advisors LLC2,564$276 06/30/2023
     TIP2,564$276 06/30/2023
Insight Advisors LLC PA2,553$275 06/30/2023
     TIP2,553$275 06/30/2023
High Falls Advisors Inc2,544$274 06/30/2023
     TIP2,544$274 06/30/2023
Resource Planning Group2,528$272 06/30/2023
     TIP2,528$272 06/30/2023
EisnerAmper Wealth Management Corporate Benefits LLC2,526$272 06/30/2023
     TIP2,526$272 06/30/2023
Charles Schwab Investment Advisory Inc.2,514$271 06/30/2023
     TIP2,514$271 06/30/2023
Collaborative Wealth Managment Inc.2,501$269 06/30/2023
     TIP2,501$269 06/30/2023
Icon Wealth Partners LLC2,435$269 03/31/2023
     TIP2,435$269 03/31/2023
SFE Investment Counsel2,488$268 06/30/2023
     TIP2,488$268 06/30/2023
Bard Associates Inc.2,480$267 06/30/2023
     TIP2,480$267 06/30/2023
Crewe Advisors LLC2,472$266 06/30/2023
     TIP2,472$266 06/30/2023
Concord Wealth Partners2,451$264 06/30/2023
     TIP2,451$264 06/30/2023
Sunburst Financial Group LLC2,445$263 06/30/2023
     TIP2,445$263 06/30/2023
Spreng Capital Management Inc.2,447$263 06/30/2023
     TIP2,447$263 06/30/2023
Koss Olinger Consulting LLC2,447$263 06/30/2023
     TIP2,447$263 06/30/2023
Abacus Planning Group Inc.2,428$261 06/30/2023
     TIP2,428$261 06/30/2023
WealthPLAN Partners LLC2,426$261 06/30/2023
     TIP2,426$261 06/30/2023
Telos Capital Management Inc.2,392$257 06/30/2023
     TIP2,392$257 06/30/2023
Parkside Advisors LLC2,390$257 06/30/2023
     TIP2,390$257 06/30/2023
Journey Strategic Wealth LLC2,374$255 06/30/2023
     TIP2,374$255 06/30/2023
Vista Capital Partners Inc.2,352$253 06/30/2023
     TIP2,352$253 06/30/2023
Oxinas Partners Wealth Management LLC2,353$253 06/30/2023
     TIP2,353$253 06/30/2023
HighTower Trust Services LTA2,344$253 03/31/2023
     TIP2,344$253 03/31/2023
Orcam Financial Group2,328$251 06/30/2023
     TIP2,328$251 06/30/2023
Strategic Point Investment Advisors LLC2,320$250 06/30/2023
     TIP2,320$250 06/30/2023
TFG Advisers LLC2,321$250 06/30/2023
     TIP2,321$250 06/30/2023
Fullen Financial Group2,265$250 03/31/2023
     TIP2,265$250 03/31/2023
Excalibur Management Corp2,309$248 06/30/2023
     TIP2,309$248 06/30/2023
Dividend Assets Capital LLC2,291$247 06/30/2023
     TIP2,291$247 06/30/2023
Beacon Bridge Wealth Partners LLC2,297$247 06/30/2023
     TIP2,297$247 06/30/2023
Endowment Wealth Management Inc.2,285$246 06/30/2023
     TIP2,285$246 06/30/2023
Howard Wealth Management LLC2,275$245 06/30/2023
     TIP2,275$245 06/30/2023
Westside Investment Management Inc.2,271$244 06/30/2023
     TIP2,271$244 06/30/2023
Tempus Wealth Planning LLC2,266$244 06/30/2023
     TIP2,266$244 06/30/2023
Roberts Glore & Co. Inc. IL2,255$243 06/30/2023
     TIP2,255$243 06/30/2023
Dearborn Partners LLC2,245$242 06/30/2023
     TIP2,245$242 06/30/2023
Everett Harris & Co. CA2,241$241 06/30/2023
     TIP2,241$241 06/30/2023
Destination Wealth Management2,238$241 06/30/2023
     TIP2,238$241 06/30/2023
Summit Financial Strategies Inc.2,241$241 06/30/2023
     TIP2,241$241 06/30/2023
Western Wealth Management LLC2,240$241 06/30/2023
     TIP2,240$241 06/30/2023
Fairfield Bush & CO.2,230$240 06/30/2023
     TIP2,230$240 06/30/2023
L.M. Kohn & Company2,209$238 06/30/2023
     TIP2,209$238 06/30/2023
Moseley Investment Management Inc.2,215$238 06/30/2023
     TIP2,215$238 06/30/2023
Prio Wealth Limited Partnership2,214$238 06/30/2023
     TIP2,214$238 06/30/2023
Derbend Asset Management2,211$238 06/30/2023
     TIP2,211$238 06/30/2023
Associated Banc Corp2,205$237 06/30/2023
     TIP2,205$237 06/30/2023
TrueWealth Advisors LLC2,206$237 06/30/2023
     TIP2,206$237 06/30/2023
Petix & Botte Co2,188$235 06/30/2023
     TIP2,188$235 06/30/2023
TD Capital Management LLC2,161$233 06/30/2023
     TIP2,161$233 06/30/2023
Greenspring Advisors LLC2,160$232 06/30/2023
     TIP2,160$232 06/30/2023
Naples Global Advisors LLC2,150$231 06/30/2023
     TIP2,150$231 06/30/2023
RBA Wealth Management LLC2,133$230 06/30/2023
     TIP2,133$230 06/30/2023
Daymark Wealth Partners LLC2,131$229 06/30/2023
     TIP2,131$229 06/30/2023
Windsor Group LTD2,114$228 06/30/2023
     TIP2,114$228 06/30/2023
Commons Capital LLC2,108$227 06/30/2023
     TIP2,108$227 06/30/2023
Ellevest Inc.2,100$226 06/30/2023
     TIP2,100$226 06/30/2023
WESPAC Advisors SoCal LLC2,100$226 06/30/2023
     TIP2,100$226 06/30/2023
Bedel Financial Consulting Inc.2,102$226 06/30/2023
     TIP2,102$226 06/30/2023
Fiduciary Alliance LLC2,079$224 06/30/2023
     TIP2,079$224 06/30/2023
Todd Asset Management LLC2,060$222 06/30/2023
     TIP2,060$222 06/30/2023
Rockland Trust Co.2,058$221 06/30/2023
     TIP2,058$221 06/30/2023
Retirement Guys Formula LLC2,053$221 06/30/2023
     TIP2,053$221 06/30/2023
Hilltop Holdings Inc.2,047$220 06/30/2023
     TIP2,047$220 06/30/2023
NTV Asset Management LLC2,032$219 06/30/2023
     TIP2,032$219 06/30/2023
Alpha Omega Wealth Management LLC2,013$217 06/30/2023
     TIP2,013$217 06/30/2023
Eagle Global Advisors LLC2,000$215 06/30/2023
     TIP2,000$215 06/30/2023
Lazard Asset Management LLC2,000$215 06/30/2023
     TIP2,000$215 06/30/2023
Armstrong Advisory Group Inc.1,992$214 06/30/2023
     TIP1,992$214 06/30/2023
Principle Wealth Partners LLC1,978$213 06/30/2023
     TIP1,978$213 06/30/2023
Elevated Capital Advisors LLC1,968$212 06/30/2023
     TIP1,968$212 06/30/2023
Pinnacle Wealth Planning Services Inc.1,965$211 06/30/2023
     TIP1,965$211 06/30/2023
Farther Finance Advisors LLC1,958$211 06/30/2023
     TIP1,958$211 06/30/2023
Roof Eidam & Maycock ADV1,950$210 06/30/2023
     TIP1,950$210 06/30/2023
Rede Wealth LLC1,944$209 06/30/2023
     TIP1,944$209 06/30/2023
Proquility Private Wealth Partners LLC1,939$209 06/30/2023
     TIP1,939$209 06/30/2023
Citizens Financial Group Inc RI1,922$207 06/30/2023
     TIP1,922$207 06/30/2023
Valeo Financial Advisors LLC1,920$207 06/30/2023
     TIP1,920$207 06/30/2023
SOA Wealth Advisors LLC.1,927$207 06/30/2023
     TIP1,927$207 06/30/2023
Omnia Family Wealth LLC1,917$206 06/30/2023
     TIP1,917$206 06/30/2023
Cypress Financial Planning LLC1,923$206 06/30/2023
     TIP1,923$206 06/30/2023
Mascoma Wealth Management LLC1,928$205 06/30/2023
     TIP1,928$205 06/30/2023
Wells Trecaso Financial Group LLC1,902$205 06/30/2023
     TIP1,902$205 06/30/2023
Weaver Consulting Group1,909$205 06/30/2023
     TIP1,909$205 06/30/2023
Objective Capital Management LLC1,909$205 06/30/2023
     TIP1,909$205 06/30/2023
Texas Yale Capital Corp.1,900$204 06/30/2023
     TIP1,900$204 06/30/2023
Oarsman Capital Inc.1,900$204 06/30/2023
     TIP1,900$204 06/30/2023
Choate Investment Advisors1,880$202 06/30/2023
     TIP1,880$202 06/30/2023
Sax Wealth Advisors LLC1,865$201 06/30/2023
     TIP1,865$201 06/30/2023
Creative Capital Management Investments LLC1,865$201 06/30/2023
     TIP1,865$201 06/30/2023
Novare Capital Management LLC1,860$200 06/30/2023
     TIP1,860$200 06/30/2023
Pinnacle Holdings LLC1,846$199 06/30/2023
     TIP1,846$199 06/30/2023
Viewpoint Capital Management LLC1,850$199 06/30/2023
     TIP1,850$199 06/30/2023
Benchmark Investment Advisors LLC1,839$198 06/30/2023
     TIP1,839$198 06/30/2023
Red Tortoise LLC1,825$196 06/30/2023
     TIP1,825$196 06/30/2023
AlphaCore Capital LLC1,756$189 06/30/2023
     TIP1,756$189 06/30/2023
Webster Bank N. A.1,712$184 06/30/2023
     TIP1,712$184 06/30/2023
Stonebridge Capital Advisors LLC1,701$183 06/30/2023
     TIP1,701$183 06/30/2023
Element Wealth LLC1,659$179 06/30/2023
     TIP1,659$179 06/30/2023
Ronald Blue Trust Inc.1,574$173 06/30/2023
     TIP1,574$173 06/30/2023
Capital Analysts LLC1,587$171 06/30/2023
     TIP1,587$171 06/30/2023
Baker Avenue Asset Management LP1,562$168 06/30/2023
     TIP1,562$168 06/30/2023
Newbridge Financial Services Group Inc.1,538$165 06/30/2023
     TIP1,538$165 06/30/2023
Horan Securities Inc.1,511$163 06/30/2023
     TIP1,511$163 06/30/2023
Banque Cantonale Vaudoise1,500$161 06/30/2023
     TIP1,500$161 06/30/2023
Rosenberg Matthew Hamilton1,486$160 06/30/2023
     TIP1,486$160 06/30/2023
Tyler Stone Wealth Management1,472$158 06/30/2023
     TIP1,472$158 06/30/2023
Barrett & Company Inc.1,352$146 06/30/2023
     TIP1,352$146 06/30/2023
Allspring Global Investments Holdings LLC1,340$144 06/30/2023
     TIP1,340$144 06/30/2023
Founders Financial Alliance LLC1,324$143 06/30/2023
     TIP1,324$143 06/30/2023
Acropolis Investment Management LLC1,312$141 06/30/2023
     TIP1,312$141 06/30/2023
Front Row Advisors LLC1,311$141 06/30/2023
     TIP1,311$141 06/30/2023
Meitav Dash Investments Ltd.1,294$139 06/30/2023
     TIP1,294$139 06/30/2023
Geneos Wealth Management Inc.1,289$139 06/30/2023
     TIP1,289$139 06/30/2023
Beacon Capital Management LLC1,245$134 06/30/2023
     TIP1,245$134 06/30/2023
Archer Investment Corp1,227$132 06/30/2023
     TIP1,227$132 06/30/2023
Hills Bank & Trust Co1,215$131 06/30/2023
     TIP1,215$131 06/30/2023
Cherry Tree Wealth Management LLC1,205$130 06/30/2023
     TIP1,205$130 06/30/2023
Hall Laurie J Trustee1,200$129 06/30/2023
     TIP1,200$129 06/30/2023
ST Germain D J Co. Inc.1,170$126 06/30/2023
     TIP1,170$126 06/30/2023
C M Bidwell & Associates Ltd.1,117$120 06/30/2023
     TIP1,117$120 06/30/2023
Rise Advisors LLC1,105$119 06/30/2023
     TIP1,105$119 06/30/2023
Smithfield Trust Co.1,092$118 06/30/2023
     TIP1,092$118 06/30/2023
Clean Yield Group1,040$112 06/30/2023
     TIP1,040$112 06/30/2023
Albion Financial Group UT1,034$111 06/30/2023
     TIP1,034$111 06/30/2023
Howe & Rusling Inc.1,018$110 06/30/2023
     TIP1,018$110 06/30/2023
HBC Financial Services PLLC1,023$109 06/30/2023
     TIP1,023$109 06/30/2023
Monetary Management Group Inc.1,000$108 06/30/2023
     TIP1,000$108 06/30/2023
Whittier Trust Co.1,004$108 06/30/2023
     TIP1,004$108 06/30/2023
Prostatis Group LLC107,728$108 06/30/2023
     TIP107,728$108 06/30/2023
Key Financial Inc966$104 06/30/2023
     TIP966$104 06/30/2023
Compass Wealth Management LLC950$102 06/30/2023
     TIP950$102 06/30/2023
Bangor Savings Bank913$98 06/30/2023
     TIP913$98 06/30/2023
Carolinas Wealth Consulting LLC908$98 06/30/2023
     TIP908$98 06/30/2023
Private Ocean LLC807$87 06/30/2023
     TIP807$87 06/30/2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA776$84 06/30/2023
     TIP776$84 06/30/2023
Venturi Wealth Management LLC781$84 06/30/2023
     TIP781$84 06/30/2023
Stephens Consulting LLC776$84 06/30/2023
     TIP776$84 06/30/2023
Red Lighthouse Investment Management LLC727$78 06/30/2023
     TIP727$78 06/30/2023
Focused Wealth Management Inc685$74 06/30/2023
     TIP685$74 06/30/2023
Richard W. Paul & Associates LLC689$74 06/30/2023
     TIP689$74 06/30/2023
Kayne Anderson Rudnick Investment Management LLC678$73 06/30/2023
     TIP678$73 06/30/2023
Stone House Investment Management LLC673$72 06/30/2023
     TIP673$72 06/30/2023
Gradient Investments LLC660$71 06/30/2023
     TIP660$71 06/30/2023
Edmond DE Rothschild Holding S.A.654$70 06/30/2023
     TIP654$70 06/30/2023
Signaturefd LLC639$69 06/30/2023
     TIP639$69 06/30/2023
Resurgent Financial Advisors LLC635$68 06/30/2023
     TIP635$68 06/30/2023
Carmichael Hill & Associates Inc.627$67 06/30/2023
     TIP627$67 06/30/2023
Coppell Advisory Solutions LLC621$67 06/30/2023
     TIP621$67 06/30/2023
Horizon Investments LLC620$66 06/30/2023
     TIP620$66 06/30/2023
CENTRAL TRUST Co600$65 06/30/2023
     TIP600$65 06/30/2023
EPG Wealth Management LLC592$64 06/30/2023
     TIP592$64 06/30/2023
Carmel Capital Partners LLC593$64 06/30/2023
     TIP593$64 06/30/2023
Godsey & Gibb Associates556$60 06/30/2023
     TIP556$60 06/30/2023
Atlas Capital Advisors LLC555$60 06/30/2023
     TIP555$60 06/30/2023
Colonial Trust Co SC561$60 06/30/2023
     TIP561$60 06/30/2023
Belmont Capital LLC540$58 06/30/2023
     TIP540$58 06/30/2023
Basso Capital Management L.P.524$56 06/30/2023
     TIP524$56 06/30/2023
Grove Bank & Trust500$54 06/30/2023
     TIP500$54 06/30/2023
Washington Trust Advisors Inc.500$54 06/30/2023
     TIP500$54 06/30/2023
BerganKDV Wealth Management LLC482$52 06/30/2023
     TIP482$52 06/30/2023
GPS Wealth Strategies Group LLC484$52 06/30/2023
     TIP484$52 06/30/2023
Moisand Fitzgerald Tamayo LLC474$51 06/30/2023
     TIP474$51 06/30/2023
Retirement Group LLC477$51 06/30/2023
     TIP477$51 06/30/2023
Raleigh Capital Management Inc.472$51 06/30/2023
     TIP472$51 06/30/2023
Highlander Capital Management LLC436$47 06/30/2023
     TIP436$47 06/30/2023
Cornerstone Planning Group LLC435$47 06/30/2023
     TIP435$47 06/30/2023
Montag A & Associates Inc.430$46 06/30/2023
     TIP430$46 06/30/2023
Farmers & Merchants Investments Inc.430$46 06/30/2023
     TIP430$46 06/30/2023
Tradewinds Capital Management LLC431$46 06/30/2023
     TIP431$46 06/30/2023
Hazlett Burt & Watson Inc.415$45 06/30/2023
     TIP415$45 06/30/2023
Asset Dedication LLC401$43 06/30/2023
     TIP401$43 06/30/2023
Riggs Asset Managment Co. Inc.402$43 06/30/2023
     TIP402$43 06/30/2023
Ahrens Investment Partners LLC385$42 03/31/2023
     TIP385$42 03/31/2023
Blue Bell Private Wealth Management LLC374$40 06/30/2023
     TIP374$40 06/30/2023
Biltmore Family Office LLC375$40 06/30/2023
     TIP375$40 06/30/2023
Y.D. More Investments Ltd370$40 06/30/2023
     TIP370$40 06/30/2023
Quadrant Capital Group LLC362$39 06/30/2023
     TIP362$39 06/30/2023
TFO TDC LLC333$36 06/30/2023
     TIP333$36 06/30/2023
Brown Brothers Harriman & Co.311$33 06/30/2023
     TIP311$33 06/30/2023
Laurel Wealth Advisors LLC304$33 06/30/2023
     TIP304$33 06/30/2023
Bourgeon Capital Management LLC301$32 06/30/2023
     TIP301$32 06/30/2023
Wolff Wiese Magana LLC290$31 06/30/2023
     TIP290$31 06/30/2023
Coastal Capital Group Inc.277$30 06/30/2023
     TIP277$30 06/30/2023
Hallmark Capital Management Inc.265$29 06/30/2023
     TIP265$29 06/30/2023
Clearstead Advisors LLC247$27 06/30/2023
     TIP247$27 06/30/2023
Simplex Trading LLC255$27 06/30/2023
     TIP255$27 06/30/2023
Community Bank N.A.250$27 06/30/2023
     TIP250$27 06/30/2023
Armor Investment Advisors LLC250$27 06/30/2023
     TIP250$27 06/30/2023
Sound Income Strategies LLC246$26 06/30/2023
     TIP246$26 06/30/2023
Ritter Daniher Financial Advisory LLC DE242$26 06/30/2023
     TIP242$26 06/30/2023
Caldwell Sutter Capital Inc.222$24 06/30/2023
     TIP222$24 06/30/2023
Gould Capital LLC226$24 06/30/2023
     TIP226$24 06/30/2023
Johnson Midwest Financial LLC218$23 06/30/2023
     TIP218$23 06/30/2023
Tsfg LLC211$23 06/30/2023
     TIP211$23 06/30/2023
HM Payson & Co.200$22 06/30/2023
     TIP200$22 06/30/2023
Manchester Capital Management LLC200$22 06/30/2023
     TIP200$22 06/30/2023
Global Trust Asset Management LLC203$22 06/30/2023
     TIP203$22 06/30/2023
MTM Investment Management LLC200$22 06/30/2023
     TIP200$22 06/30/2023
Kenfarb & CO.200$22 06/30/2023
     TIP200$22 06/30/2023
Strategic Investment Solutions Inc. IL200$22 06/30/2023
     TIP200$22 06/30/2023
American National Bank197$21 06/30/2023
     TIP197$21 06/30/2023
LGT Financial Advisors LLC191$21 06/30/2023
     TIP191$21 06/30/2023
GHP Investment Advisors Inc.186$20 06/30/2023
     TIP186$20 06/30/2023
Piscataqua Savings Bank184$20 06/30/2023
     TIP184$20 06/30/2023
Independence Bank of Kentucky175$19 06/30/2023
     TIP175$19 06/30/2023
CNB Bank175$19 06/30/2023
     TIP175$19 06/30/2023
Taddei Ludwig & Associates Inc.175$19 06/30/2023
     TIP175$19 06/30/2023
Trust Co170$18 06/30/2023
     TIP170$18 06/30/2023
O Dell Group LLC165$18 06/30/2023
     TIP165$18 06/30/2023
First Manhattan Co.160$17 06/30/2023
     TIP160$17 06/30/2023
Compagnie Lombard Odier SCmA157$17 06/30/2023
     TIP157$17 06/30/2023
Ruedi Wealth Management Inc.149$16 06/30/2023
     TIP149$16 06/30/2023
Cambridge Trust Co.141$15 06/30/2023
     TIP141$15 06/30/2023
Glassman Wealth Services137$15 06/30/2023
     TIP137$15 06/30/2023
McIlrath & Eck LLC137$15 06/30/2023
     TIP137$15 06/30/2023
Delta Asset Management LLC TN132$14 06/30/2023
     TIP132$14 06/30/2023
Tompkins Financial Corp128$14 06/30/2023
     TIP128$14 06/30/2023
Bellevue Asset Management LLC130$14 06/30/2023
     TIP130$14 06/30/2023
Toth Financial Advisory Corp125$13 06/30/2023
     TIP125$13 06/30/2023
Guardian Wealth Advisors LLC NC123$13 06/30/2023
     TIP123$13 06/30/2023
Foster Dykema Cabot & Co. Inc. MA109$12 06/30/2023
     TIP109$12 06/30/2023
Piershale Financial Group Inc.110$12 06/30/2023
     TIP110$12 06/30/2023
Delos Wealth Advisors LLC109$12 06/30/2023
     TIP109$12 06/30/2023
Integrity Financial Corp WA113$12 06/30/2023
     TIP113$12 06/30/2023
Cutler Group LP $11 06/30/2023
     Call3,900$20 06/30/2023
     Put3,400$9 06/30/2023
Antonetti Capital Management LLC95$10 06/30/2023
     TIP95$10 06/30/2023
Tucker Asset Management LLC92$10 06/30/2023
     TIP92$10 06/30/2023
Missouri Trust & Investment Co92$10 06/30/2023
     TIP92$10 06/30/2023
JFS Wealth Advisors LLC80$9 06/30/2023
     TIP80$9 06/30/2023
Family Asset Management LLC81$9 06/30/2023
     TIP81$9 06/30/2023
IAG Wealth Partners LLC78$8 06/30/2023
     TIP78$8 06/30/2023
DB Wealth Management Group LLC73$8 06/30/2023
     TIP73$8 06/30/2023
GSB Wealth Management LLC64$7 06/30/2023
     TIP64$7 06/30/2023
Annapolis Financial Services LLC62$7 06/30/2023
     TIP62$7 06/30/2023
Country Trust Bank59$6 06/30/2023
     TIP59$6 06/30/2023
Hamilton Point Investment Advisors LLC60$6 06/30/2023
     TIP60$6 06/30/2023
Cedar Mountain Advisors LLC53$6 06/30/2023
     TIP53$6 06/30/2023
FSC Wealth Advisors LLC53$6 06/30/2023
     TIP53$6 06/30/2023
Baystate Wealth Management LLC41$5 06/30/2023
     TIP41$5 06/30/2023
Colonial Trust Advisors50$5 06/30/2023
     TIP50$5 06/30/2023
Emfo LLC48$5 06/30/2023
     TIP48$5 06/30/2023
Union Savings Bank51$5 06/30/2023
     TIP51$5 06/30/2023
GeoWealth Management LLC36$4 06/30/2023
     TIP36$4 06/30/2023
Ambassador Advisors LLC37$4 06/30/2023
     TIP37$4 06/30/2023
Wagner Wealth Management LLC36$4 06/30/2023
     TIP36$4 06/30/2023
West Branch Capital LLC34$4 06/30/2023
     TIP34$4 06/30/2023
Hoey Investments Inc.35$4 06/30/2023
     TIP35$4 06/30/2023
Pacifica Partners Inc.37$4 06/30/2023
     TIP37$4 06/30/2023
Angeles Wealth Management LLC34$4 06/30/2023
     TIP34$4 06/30/2023
Register Financial Advisors LLC38$4 06/30/2023
     TIP38$4 06/30/2023
Valley National Advisers Inc.25$3 06/30/2023
     TIP25$3 06/30/2023
Pin Oak Investment Advisors Inc.25$3 06/30/2023
     TIP25$3 06/30/2023
Tower Research Capital LLC TRC 29$3 06/30/2023
     TIP29$3 06/30/2023
Legacy Bridge LLC28$3 06/30/2023
     TIP28$3 06/30/2023
Investors Research Corp28$3 06/30/2023
     TIP28$3 06/30/2023
Savior LLC24$3 06/30/2023
     TIP24$3 06/30/2023
Townsend Asset Management Corp NC ADV14$2 06/30/2023
     TIP14$2 06/30/2023
Granite Investment Partners LLC18$2 06/30/2023
     TIP18$2 06/30/2023
Macroview Investment Management LLC17$2 06/30/2023
     TIP17$2 06/30/2023
Kalos Management Inc.17$2 06/30/2023
     TIP17$2 06/30/2023
Farmers & Merchants Trust Co of Chambersburg PA21$2 06/30/2023
     TIP21$2 06/30/2023
Centerpoint Advisors LLC20$2 06/30/2023
     TIP20$2 06/30/2023
PayPay Securities Corp15$2 06/30/2023
     TIP15$2 06/30/2023
Global Wealth Strategies & Associates20$2 06/30/2023
     TIP20$2 06/30/2023
IMA Wealth Inc.7$1 06/30/2023
     TIP7$1 06/30/2023
Financial Advisory Service Inc.7$1 06/30/2023
     TIP7$1 06/30/2023
Eukles Asset Management11$1 06/30/2023
     TIP11$1 06/30/2023
Rain Capital Management LLC7$1 06/30/2023
     TIP7$1 06/30/2023
Castleview Partners LLC10$1 06/30/2023
     TIP10$1 06/30/2023
Aspire Private Capital LLC6$1 06/30/2023
     TIP6$1 06/30/2023
Live Oak Investment Partners11$1 06/30/2023
     TIP11$1 06/30/2023
Bell Investment Advisors Inc9$1 06/30/2023
     TIP9$1 06/30/2023
All Terrain Financial Advisors LLC $-5,819 06/30/2023
     Put43,700$6,233 06/30/2023
     TIP3,846$414 06/30/2023
Point72 Hong Kong Ltd250,000$-26,905 06/30/2023
     Put250,000$26,905 06/30/2023

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

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