On this page, we present all of the funds holding VBK from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding VBK, with a link to that fund's top holdings. The next columns indicate the amount of VBK stock held by each of the funds holding VBK, followed by the VBK position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 953 funds holding VBK 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 VBK), click the fund name in the "Holder" column of the funds-holding-VBK table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Bank of America Corp DE | 6,557,646 | $1,585,442 | 12/31/2023 |
VBK | 6,557,646 | $1,585,442 | 12/31/2023 |
Jones Financial Companies Lllp | 2,593,410 | $627,009 | 12/31/2023 |
VBK | 2,593,410 | $627,009 | 12/31/2023 |
Morgan Stanley | 1,916,263 | $463,295 | 12/31/2023 |
VBK | 1,916,263 | $463,295 | 12/31/2023 |
Assetmark Inc. | 1,341,387 | $324,307 | 12/31/2023 |
VBK | 1,341,387 | $324,307 | 12/31/2023 |
CI Private Wealth LLC | 881,291 | $213,070 | 12/31/2023 |
VBK | 881,291 | $213,070 | 12/31/2023 |
The PNC Financial Services Group Inc. | 841,676 | $203,492 | 12/31/2023 |
VBK | 841,676 | $203,492 | 12/31/2023 |
Sei Investments Co. | 777,308 | $187,929 | 12/31/2023 |
VBK | 777,308 | $187,929 | 12/31/2023 |
Mather Group LLC. | 770,687 | $186,329 | 03/31/2024 |
VBK | 770,687 | $186,329 | 03/31/2024 |
UBS Group AG | 766,406 | $185,294 | 12/31/2023 |
VBK | 766,406 | $185,294 | 12/31/2023 |
Envestnet Asset Management Inc. | 738,462 | $178,538 | 12/31/2023 |
VBK | 738,462 | $178,538 | 12/31/2023 |
Wells Fargo & Company MN | 662,975 | $160,287 | 12/31/2023 |
VBK | 662,975 | $160,287 | 12/31/2023 |
LPL Financial LLC | 608,566 | $147,133 | 12/31/2023 |
VBK | 608,566 | $147,133 | 12/31/2023 |
RSM US Wealth Management LLC | 518,567 | $125,374 | 12/31/2023 |
VBK | 518,567 | $125,374 | 12/31/2023 |
Punch & Associates Investment Management Inc. | $97,530 | 12/31/2023 | |
Call | 403 | $97,433 | 12/31/2023 |
VBK | 403 | $97 | 12/31/2023 |
Truist Financial Corp | 396,097 | $95,764 | 12/31/2023 |
VBK | 396,097 | $95,764 | 12/31/2023 |
Cohen Klingenstein LLC | 360,145 | $93,897 | 03/31/2024 |
VBK | 360,145 | $93,897 | 03/31/2024 |
TIAA Trust National Association | 373,316 | $90,257 | 12/31/2023 |
VBK | 373,316 | $90,257 | 12/31/2023 |
Advisor Group Holdings Inc. | 368,402 | $89,111 | 12/31/2023 |
VBK | 368,402 | $89,111 | 12/31/2023 |
Ameriprise Financial Inc. | 333,313 | $80,592 | 12/31/2023 |
VBK | 333,313 | $80,592 | 12/31/2023 |
Moneta Group Investment Advisors LLC | 318,297 | $76,955 | 12/31/2023 |
VBK | 318,297 | $76,955 | 12/31/2023 |
JPMorgan Chase & Co. | 313,367 | $75,763 | 12/31/2023 |
VBK | 313,367 | $75,763 | 12/31/2023 |
HighTower Advisors LLC | 301,843 | $72,930 | 12/31/2023 |
VBK | 301,843 | $72,930 | 12/31/2023 |
Goldman Sachs Group Inc. | 300,941 | $72,759 | 12/31/2023 |
VBK | 300,941 | $72,759 | 12/31/2023 |
Adviser Investments LLC | 291,311 | $70,430 | 12/31/2023 |
VBK | 291,311 | $70,430 | 12/31/2023 |
Rockefeller Capital Management L.P. | 288,151 | $69,666 | 12/31/2023 |
VBK | 288,151 | $69,666 | 12/31/2023 |
US Bancorp DE | 266,930 | $64,536 | 12/31/2023 |
VBK | 266,930 | $64,536 | 12/31/2023 |
Raymond James & Associates | 234,711 | $61,194 | 03/31/2024 |
VBK | 234,711 | $61,194 | 03/31/2024 |
Cetera Advisor Networks LLC | 246,689 | $59,642 | 12/31/2023 |
VBK | 246,689 | $59,642 | 12/31/2023 |
EP Wealth Advisors LLC | 245,686 | $59,399 | 12/31/2023 |
VBK | 245,686 | $59,399 | 12/31/2023 |
1832 Asset Management L.P. | 239,702 | $57,953 | 12/31/2023 |
VBK | 239,702 | $57,953 | 12/31/2023 |
Royal Bank of Canada | 238,141 | $57,576 | 12/31/2023 |
VBK | 238,141 | $57,576 | 12/31/2023 |
Mill Creek Capital Advisors LLC | 237,310 | $57,374 | 12/31/2023 |
VBK | 237,310 | $57,374 | 12/31/2023 |
Commonwealth Equity Services LLC | 226,523 | $54,767 | 12/31/2023 |
VBK | 226,523 | $54,767 | 12/31/2023 |
MML Investors Services LLC | 211,329 | $51,093 | 12/31/2023 |
VBK | 211,329 | $51,093 | 12/31/2023 |
Mariner LLC | 187,518 | $45,336 | 12/31/2023 |
VBK | 187,518 | $45,336 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 170,219 | $44,380 | 03/31/2024 |
VBK | 170,219 | $44,380 | 03/31/2024 |
Colony Group LLC | 170,578 | $41,241 | 12/31/2023 |
VBK | 170,578 | $41,241 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 168,886 | $40,834 | 12/31/2023 |
VBK | 168,886 | $40,834 | 12/31/2023 |
Lincoln National Corp | 168,874 | $40,829 | 12/31/2023 |
VBK | 168,874 | $40,829 | 12/31/2023 |
United Capital Financial Advisers LLC | 166,674 | $40,297 | 12/31/2023 |
VBK | 166,674 | $40,297 | 12/31/2023 |
American Financial Advisors LLC | 143,554 | $37,428 | 03/31/2024 |
VBK | 143,554 | $37,428 | 03/31/2024 |
Pathstone Holdings LLC | 138,458 | $33,474 | 12/31/2023 |
VBK | 138,458 | $33,474 | 12/31/2023 |
Perfromance Wealth Partners LLC | 135,994 | $32,879 | 12/31/2023 |
VBK | 135,994 | $32,879 | 12/31/2023 |
Summit Financial Strategies Inc. | 134,713 | $32,570 | 12/31/2023 |
VBK | 134,713 | $32,570 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 118,548 | $30,908 | 03/31/2024 |
VBK | 118,548 | $30,908 | 03/31/2024 |
Charles Schwab Investment Management Inc. | 127,603 | $30,851 | 12/31/2023 |
VBK | 127,603 | $30,851 | 12/31/2023 |
Stifel Financial Corp | 126,848 | $30,670 | 12/31/2023 |
VBK | 126,848 | $30,670 | 12/31/2023 |
Prudential Financial Inc. | 124,750 | $30,161 | 12/31/2023 |
VBK | 124,750 | $30,161 | 12/31/2023 |
Rodgers & Associates LTD | 120,360 | $29,099 | 12/31/2023 |
VBK | 120,360 | $29,099 | 12/31/2023 |
Bragg Financial Advisors Inc | 116,756 | $28,228 | 12/31/2023 |
VBK | 116,756 | $28,228 | 12/31/2023 |
Inspirion Wealth Advisors LLC | 106,860 | $27,861 | 03/31/2024 |
VBK | 106,860 | $27,861 | 03/31/2024 |
Strategies Wealth Advisors LLC | 105,367 | $27,471 | 03/31/2024 |
VBK | 105,367 | $27,471 | 03/31/2024 |
GWM Advisors LLC | 109,061 | $26,254 | 12/31/2023 |
VBK | 109,061 | $26,254 | 12/31/2023 |
CIBC Private Wealth Group LLC | 108,126 | $26,142 | 12/31/2023 |
VBK | 108,126 | $26,142 | 12/31/2023 |
Creative Planning | 106,977 | $25,864 | 12/31/2023 |
VBK | 106,977 | $25,864 | 12/31/2023 |
Waldron Private Wealth LLC | 105,394 | $25,481 | 12/31/2023 |
VBK | 105,394 | $25,481 | 12/31/2023 |
One Day In July LLC | 96,707 | $25,213 | 03/31/2024 |
VBK | 96,707 | $25,213 | 03/31/2024 |
MEMBERS Trust Co | 96,678 | $25,206 | 03/31/2024 |
VBK | 96,678 | $25,206 | 03/31/2024 |
Jentner Corp | 103,850 | $25,108 | 12/31/2023 |
VBK | 103,850 | $25,108 | 12/31/2023 |
Brickley Wealth Management | 95,597 | $24,924 | 03/31/2024 |
VBK | 95,597 | $24,924 | 03/31/2024 |
Wealth Enhancement Advisory Services LLC | 93,097 | $24,272 | 03/31/2024 |
VBK | 93,097 | $24,272 | 03/31/2024 |
Mosaic Family Wealth Partners LLC | 95,696 | $23,136 | 12/31/2023 |
VBK | 95,696 | $23,136 | 12/31/2023 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 84,406 | $20,383 | 12/31/2023 |
VBK | 84,406 | $20,383 | 12/31/2023 |
Beacon Pointe Advisors LLC | 83,614 | $20,216 | 12/31/2023 |
VBK | 83,614 | $20,216 | 12/31/2023 |
Natixis Advisors L.P. | 74,961 | $19,544 | 03/31/2024 |
VBK | 74,961 | $19,544 | 03/31/2024 |
Invst LLC | 81,679 | $19,499 | 12/31/2023 |
VBK | 81,679 | $19,499 | 12/31/2023 |
Sontag Advisory LLC | 80,334 | $19,422 | 12/31/2023 |
VBK | 80,334 | $19,422 | 12/31/2023 |
Fifth Third Bancorp | 73,843 | $19,252 | 03/31/2024 |
VBK | 73,843 | $19,252 | 03/31/2024 |
Cresset Asset Management LLC | 79,366 | $19,188 | 12/31/2023 |
VBK | 79,366 | $19,188 | 12/31/2023 |
Private Advisor Group LLC | 78,921 | $19,081 | 12/31/2023 |
VBK | 78,921 | $19,081 | 12/31/2023 |
McAdam LLC | 72,454 | $18,890 | 03/31/2024 |
VBK | 72,454 | $18,890 | 03/31/2024 |
Vision Capital Management Inc. | 76,273 | $18,441 | 12/31/2023 |
VBK | 76,273 | $18,441 | 12/31/2023 |
BHK Investment Advisors LLC | 73,612 | $17,797 | 12/31/2023 |
VBK | 73,612 | $17,797 | 12/31/2023 |
Congress Asset Management Co. MA | 66,208 | $17,262 | 03/31/2024 |
VBK | 66,208 | $17,262 | 03/31/2024 |
Sand Hill Global Advisors LLC | 71,028 | $17,172 | 12/31/2023 |
VBK | 71,028 | $17,172 | 12/31/2023 |
Private Portfolio Partners LLC | 70,424 | $17,026 | 12/31/2023 |
VBK | 70,424 | $17,026 | 12/31/2023 |
Q3 Asset Management | 64,041 | $16,697 | 03/31/2024 |
VBK | 64,041 | $16,697 | 03/31/2024 |
Atria Investments LLC | 65,500 | $15,836 | 12/31/2023 |
VBK | 65,500 | $15,836 | 12/31/2023 |
Total Wealth Planning LLC | 60,613 | $15,803 | 03/31/2024 |
VBK | 60,613 | $15,803 | 03/31/2024 |
Susquehanna International Group LLP | $15,775 | 12/31/2023 | |
VBK | 47,147 | $11,399 | 12/31/2023 |
Call | 31,500 | $7,616 | 12/31/2023 |
Put | 13,400 | $3,240 | 12/31/2023 |
Asset Management Group Inc. | 63,858 | $15,439 | 12/31/2023 |
VBK | 63,858 | $15,439 | 12/31/2023 |
Larson Financial Group LLC | 63,061 | $15,246 | 12/31/2023 |
VBK | 63,061 | $15,246 | 12/31/2023 |
Bbjs Financial Advisors LLC | 62,614 | $15,138 | 12/31/2023 |
VBK | 62,614 | $15,138 | 12/31/2023 |
Gallagher Fiduciary Advisors LLC | 62,544 | $15,121 | 12/31/2023 |
VBK | 62,544 | $15,121 | 12/31/2023 |
Peapack Gladstone Financial Corp | 62,357 | $15,075 | 12/31/2023 |
VBK | 62,357 | $15,075 | 12/31/2023 |
Apollon Wealth Management LLC | 62,283 | $15,058 | 12/31/2023 |
VBK | 62,283 | $15,058 | 12/31/2023 |
Bromfield Sneider Wealth Advisors | 57,274 | $14,933 | 03/31/2024 |
VBK | 57,274 | $14,933 | 03/31/2024 |
Sage Financial Group Inc. | 61,195 | $14,795 | 12/31/2023 |
VBK | 61,195 | $14,795 | 12/31/2023 |
SWAN Capital LLC | 60,087 | $14,527 | 12/31/2023 |
VBK | 60,087 | $14,527 | 12/31/2023 |
Stephens Group Asset Management LLC | 55,439 | $14,454 | 03/31/2024 |
VBK | 55,439 | $14,454 | 03/31/2024 |
Comerica Bank | 59,626 | $14,416 | 12/31/2023 |
VBK | 59,626 | $14,416 | 12/31/2023 |
Lmcg Investments LLC | 57,326 | $13,860 | 12/31/2023 |
VBK | 57,326 | $13,860 | 12/31/2023 |
Pasadena Private Wealth LLC | 51,653 | $13,467 | 03/31/2024 |
VBK | 51,653 | $13,467 | 03/31/2024 |
Safeguard Financial LLC | 50,429 | $13,148 | 03/31/2024 |
VBK | 50,429 | $13,148 | 03/31/2024 |
Benjamin F. Edwards & Company Inc. | 53,844 | $13,018 | 12/31/2023 |
VBK | 53,844 | $13,018 | 12/31/2023 |
Corrigan Financial Inc. | 49,213 | $12,831 | 03/31/2024 |
VBK | 49,213 | $12,831 | 03/31/2024 |
Quest Investment Management LLC | 52,660 | $12,732 | 12/31/2023 |
VBK | 52,660 | $12,732 | 12/31/2023 |
Etfidea LLC | 52,557 | $12,707 | 12/31/2023 |
VBK | 52,557 | $12,707 | 12/31/2023 |
HTLF Bank | 46,074 | $12,012 | 03/31/2024 |
VBK | 46,074 | $12,012 | 03/31/2024 |
National Asset Management Inc. | 49,526 | $11,974 | 12/31/2023 |
VBK | 49,526 | $11,974 | 12/31/2023 |
Janney Montgomery Scott LLC | 48,675 | $11,768 | 12/31/2023 |
VBK | 48,675 | $11,768 | 12/31/2023 |
Garde Capital Inc. | 48,435 | $11,710 | 12/31/2023 |
VBK | 48,435 | $11,710 | 12/31/2023 |
Stephens Inc. AR | 47,477 | $11,479 | 12/31/2023 |
VBK | 47,477 | $11,479 | 12/31/2023 |
WP Advisors LLC | 46,284 | $11,190 | 12/31/2023 |
VBK | 46,284 | $11,190 | 12/31/2023 |
RS Crum Inc. | 46,074 | $11,139 | 12/31/2023 |
VBK | 46,074 | $11,139 | 12/31/2023 |
Edmonds Duncan Registered Investment Advisors LLC | 42,457 | $11,069 | 03/31/2024 |
VBK | 42,457 | $11,069 | 03/31/2024 |
Kestra Advisory Services LLC | 45,014 | $10,883 | 12/31/2023 |
VBK | 45,014 | $10,883 | 12/31/2023 |
Vawter Financial Ltd. | 44,913 | $10,859 | 12/31/2023 |
VBK | 44,913 | $10,859 | 12/31/2023 |
AE Wealth Management LLC | 45,652 | $10,821 | 12/31/2023 |
VBK | 45,652 | $10,821 | 12/31/2023 |
Aaron Wealth Advisors | 41,417 | $10,798 | 03/31/2024 |
VBK | 41,417 | $10,798 | 03/31/2024 |
Exencial Wealth Advisors LLC | 44,538 | $10,768 | 12/31/2023 |
VBK | 44,538 | $10,768 | 12/31/2023 |
Praetorian Wealth Management Inc. | 41,210 | $10,744 | 03/31/2024 |
VBK | 41,210 | $10,744 | 03/31/2024 |
Mercer Global Advisors Inc. ADV | 44,288 | $10,707 | 12/31/2023 |
VBK | 44,288 | $10,707 | 12/31/2023 |
FC Advisory LLC | 40,767 | $10,629 | 03/31/2024 |
VBK | 40,767 | $10,629 | 03/31/2024 |
Massmutual Trust Co. FSB ADV | 39,770 | $10,369 | 03/31/2024 |
VBK | 39,770 | $10,369 | 03/31/2024 |
Cullen Frost Bankers Inc. | 42,194 | $10,201 | 12/31/2023 |
VBK | 42,194 | $10,201 | 12/31/2023 |
Retirement Investment Advisors Inc. | 41,877 | $10,125 | 12/31/2023 |
VBK | 41,877 | $10,125 | 12/31/2023 |
Jacobsen Capital Management | 37,803 | $9,856 | 03/31/2024 |
VBK | 37,803 | $9,856 | 03/31/2024 |
Captrust Financial Advisors | 40,766 | $9,856 | 12/31/2023 |
VBK | 40,766 | $9,856 | 12/31/2023 |
Honkamp Krueger Financial Services Inc. | 40,316 | $9,747 | 12/31/2023 |
VBK | 40,316 | $9,747 | 12/31/2023 |
Cornerstone Wealth Advisors Inc. | 37,019 | $9,652 | 03/31/2024 |
VBK | 37,019 | $9,652 | 03/31/2024 |
Bartlett & Co. LLC | 39,312 | $9,638 | 12/31/2023 |
VBK | 39,312 | $9,638 | 12/31/2023 |
Bartlett & CO. Wealth Management LLC | 39,312 | $9,638 | 12/31/2023 |
VBK | 39,312 | $9,638 | 12/31/2023 |
Congress Wealth Management LLC DE | 36,566 | $9,534 | 03/31/2024 |
VBK | 36,566 | $9,534 | 03/31/2024 |
Bishop & Co Investment Management LLC | 36,225 | $9,445 | 03/31/2024 |
VBK | 36,225 | $9,445 | 03/31/2024 |
Steward Partners Investment Advisory LLC | 38,993 | $9,427 | 12/31/2023 |
VBK | 38,993 | $9,427 | 12/31/2023 |
Whitaker Myers Wealth Managers LTD. | 35,678 | $9,302 | 03/31/2024 |
VBK | 35,678 | $9,302 | 03/31/2024 |
FMR LLC | 37,765 | $9,130 | 12/31/2023 |
VBK | 37,765 | $9,130 | 12/31/2023 |
Baird Financial Group Inc. | 36,325 | $8,782 | 12/31/2023 |
VBK | 36,325 | $8,782 | 12/31/2023 |
Cerity Partners LLC | 36,099 | $8,728 | 12/31/2023 |
VBK | 36,099 | $8,728 | 12/31/2023 |
Marion Wealth Management | 32,437 | $8,457 | 03/31/2024 |
VBK | 32,437 | $8,457 | 03/31/2024 |
Arvest Investments Inc. | 32,079 | $8,364 | 03/31/2024 |
VBK | 32,079 | $8,364 | 03/31/2024 |
Relyea Zuckerberg Hanson LLC | 31,984 | $8,339 | 03/31/2024 |
VBK | 31,984 | $8,339 | 03/31/2024 |
RFG Advisory LLC | 31,745 | $8,277 | 03/31/2024 |
VBK | 31,745 | $8,277 | 03/31/2024 |
Glenmede Trust Co. NA | 34,130 | $8,252 | 12/31/2023 |
VBK | 34,130 | $8,252 | 12/31/2023 |
Archford Capital Strategies LLC | 31,383 | $8,182 | 03/31/2024 |
VBK | 31,383 | $8,182 | 03/31/2024 |
Highland Capital Management LLC | 33,696 | $8,147 | 12/31/2023 |
VBK | 33,696 | $8,147 | 12/31/2023 |
Fee Only Financial Planning L.C. | 31,135 | $8,118 | 03/31/2024 |
VBK | 31,135 | $8,118 | 03/31/2024 |
OLD National Bancorp IN | 31,006 | $8,084 | 03/31/2024 |
VBK | 31,006 | $8,084 | 03/31/2024 |
Presilium Private Wealth LLC | 32,708 | $7,908 | 12/31/2023 |
VBK | 32,708 | $7,908 | 12/31/2023 |
Financial Planning & Information Services Inc. | 32,676 | $7,900 | 12/31/2023 |
VBK | 32,676 | $7,900 | 12/31/2023 |
Pinnacle Financial Partners Inc. | 31,145 | $7,530 | 12/31/2023 |
VBK | 31,145 | $7,530 | 12/31/2023 |
Clayton Financial Group LLC | 29,939 | $7,238 | 12/31/2023 |
VBK | 29,939 | $7,238 | 12/31/2023 |
Towerpoint Wealth LLC | 27,757 | $7,237 | 03/31/2024 |
VBK | 27,757 | $7,237 | 03/31/2024 |
Capital Advisors Wealth Management LLC | 27,677 | $7,216 | 03/31/2024 |
VBK | 27,677 | $7,216 | 03/31/2024 |
Financial Management Professionals Inc. | 27,664 | $7,213 | 03/31/2024 |
VBK | 27,664 | $7,213 | 03/31/2024 |
GHP Investment Advisors Inc. | 27,310 | $7,120 | 03/31/2024 |
VBK | 27,310 | $7,120 | 03/31/2024 |
Avantax Advisory Services Inc. | 29,312 | $7,087 | 12/31/2023 |
VBK | 29,312 | $7,087 | 12/31/2023 |
Blair William & Co. IL | 28,764 | $6,954 | 12/31/2023 |
VBK | 28,764 | $6,954 | 12/31/2023 |
Ifrah Financial Services Inc. | 28,409 | $6,869 | 12/31/2023 |
VBK | 28,409 | $6,869 | 12/31/2023 |
Focus Financial Network Inc. | 28,250 | $6,747 | 03/31/2024 |
VBK | 28,250 | $6,747 | 03/31/2024 |
Cornerstone Management Inc. | 27,583 | $6,669 | 12/31/2023 |
VBK | 27,583 | $6,669 | 12/31/2023 |
Cetera Investment Advisers | 27,203 | $6,577 | 12/31/2023 |
VBK | 27,203 | $6,577 | 12/31/2023 |
Bailard Inc. | 26,995 | $6,527 | 12/31/2023 |
VBK | 26,995 | $6,527 | 12/31/2023 |
Jmac Enterprises LLC | 26,630 | $6,438 | 12/31/2023 |
VBK | 26,630 | $6,438 | 12/31/2023 |
Trust Point Inc. | 24,598 | $6,413 | 03/31/2024 |
VBK | 24,598 | $6,413 | 03/31/2024 |
Axiom Advisory LLC | 24,547 | $6,400 | 03/31/2024 |
VBK | 24,547 | $6,400 | 03/31/2024 |
Bank of Montreal Can | 25,945 | $6,380 | 12/31/2023 |
VBK | 25,945 | $6,380 | 12/31/2023 |
Ratio Wealth Group | 26,118 | $6,315 | 12/31/2023 |
VBK | 26,118 | $6,315 | 12/31/2023 |
Savant Capital LLC | 25,096 | $6,067 | 12/31/2023 |
VBK | 25,096 | $6,067 | 12/31/2023 |
CWM LLC | 23,177 | $6,043 | 03/31/2024 |
VBK | 23,177 | $6,043 | 03/31/2024 |
Wesbanco Bank Inc. | 23,172 | $6,041 | 03/31/2024 |
VBK | 23,172 | $6,041 | 03/31/2024 |
Blue Investment Partners LLC | 24,825 | $6,002 | 12/31/2023 |
VBK | 24,825 | $6,002 | 12/31/2023 |
SkyOak Wealth LLC | 24,278 | $5,870 | 12/31/2023 |
VBK | 24,278 | $5,870 | 12/31/2023 |
Focused Wealth Management Inc | 23,901 | $5,779 | 12/31/2023 |
VBK | 23,901 | $5,779 | 12/31/2023 |
Warren Averett Asset Management LLC | 23,611 | $5,708 | 12/31/2023 |
VBK | 23,611 | $5,708 | 12/31/2023 |
Stratos Wealth Partners LTD. | 21,587 | $5,628 | 03/31/2024 |
VBK | 21,587 | $5,628 | 03/31/2024 |
Wolff Financial Management LLC | 21,564 | $5,622 | 03/31/2024 |
VBK | 21,564 | $5,622 | 03/31/2024 |
Atria Wealth Solutions Inc. | 23,206 | $5,610 | 12/31/2023 |
VBK | 23,206 | $5,610 | 12/31/2023 |
HB Wealth Management LLC | 22,968 | $5,553 | 12/31/2023 |
VBK | 22,968 | $5,553 | 12/31/2023 |
River Wealth Advisors LLC | 22,643 | $5,474 | 12/31/2023 |
VBK | 22,643 | $5,474 | 12/31/2023 |
Northern Trust Corp | 22,435 | $5,424 | 12/31/2023 |
VBK | 22,435 | $5,424 | 12/31/2023 |
Merit Financial Group LLC | 22,399 | $5,415 | 12/31/2023 |
VBK | 22,399 | $5,415 | 12/31/2023 |
Valley National Advisers Inc. | 20,043 | $5,225 | 03/31/2024 |
VBK | 20,043 | $5,225 | 03/31/2024 |
Texas Yale Capital Corp. | 21,450 | $5,186 | 12/31/2023 |
VBK | 21,450 | $5,186 | 12/31/2023 |
Manchester Capital Management LLC | 20,456 | $4,946 | 12/31/2023 |
VBK | 20,456 | $4,946 | 12/31/2023 |
Great Valley Advisor Group Inc. | 20,288 | $4,905 | 12/31/2023 |
VBK | 20,288 | $4,905 | 12/31/2023 |
Leeward Financial Partners LLC | 18,458 | $4,812 | 03/31/2024 |
VBK | 18,458 | $4,812 | 03/31/2024 |
Prosperity Planning Inc. | 18,308 | $4,773 | 03/31/2024 |
VBK | 18,308 | $4,773 | 03/31/2024 |
CX Institutional | 18,243 | $4,756 | 03/31/2024 |
VBK | 18,243 | $4,756 | 03/31/2024 |
Strategic Investment Advisors MI | 18,078 | $4,713 | 03/31/2024 |
VBK | 18,078 | $4,713 | 03/31/2024 |
Farmers & Merchants Trust Co of Chambersburg PA | 19,467 | $4,707 | 12/31/2023 |
VBK | 19,467 | $4,707 | 12/31/2023 |
Tenret Co LLC | 17,446 | $4,548 | 03/31/2024 |
VBK | 17,446 | $4,548 | 03/31/2024 |
Bradley Foster & Sargent Inc. CT | 18,552 | $4,485 | 12/31/2023 |
VBK | 18,552 | $4,485 | 12/31/2023 |
CJM Wealth Advisers Ltd. | 16,903 | $4,407 | 03/31/2024 |
VBK | 16,903 | $4,407 | 03/31/2024 |
Performa Ltd US LLC | 18,092 | $4,374 | 12/31/2023 |
VBK | 18,092 | $4,374 | 12/31/2023 |
Essential Planning LLC. | 17,971 | $4,345 | 12/31/2023 |
VBK | 17,971 | $4,345 | 12/31/2023 |
CENTRAL TRUST Co | 16,580 | $4,323 | 03/31/2024 |
VBK | 16,580 | $4,323 | 03/31/2024 |
Avenue 1 Advisors LLC | 16,363 | $4,266 | 03/31/2024 |
VBK | 16,363 | $4,266 | 03/31/2024 |
Chicago Partners Investment Group LLC | 17,290 | $4,230 | 03/31/2024 |
VBK | 17,290 | $4,230 | 03/31/2024 |
Quent Capital LLC | 17,206 | $4,160 | 12/31/2023 |
VBK | 17,206 | $4,160 | 12/31/2023 |
Advisory Services Network LLC | 17,088 | $4,131 | 12/31/2023 |
VBK | 17,088 | $4,131 | 12/31/2023 |
Townsquare Capital LLC | 16,912 | $4,089 | 12/31/2023 |
VBK | 16,912 | $4,089 | 12/31/2023 |
Wealthfront Advisers LLC | 15,559 | $4,057 | 03/31/2024 |
VBK | 15,559 | $4,057 | 03/31/2024 |
Betterment LLC | 16,778 | $4,056 | 12/31/2023 |
VBK | 16,778 | $4,056 | 12/31/2023 |
Beaumont Capital Management LLC | 16,676 | $4,032 | 12/31/2023 |
VBK | 16,676 | $4,032 | 12/31/2023 |
Grimes & Company Inc. | 15,339 | $3,999 | 03/31/2024 |
VBK | 15,339 | $3,999 | 03/31/2024 |
Modera Wealth Management LLC | 16,487 | $3,986 | 12/31/2023 |
VBK | 16,487 | $3,986 | 12/31/2023 |
Black Diamond Financial LLC | 16,434 | $3,973 | 12/31/2023 |
VBK | 16,434 | $3,973 | 12/31/2023 |
B&D White Capital Company LLC | 16,404 | $3,966 | 12/31/2023 |
VBK | 16,404 | $3,966 | 12/31/2023 |
Brookstone Capital Management | 15,130 | $3,945 | 03/31/2024 |
VBK | 15,130 | $3,945 | 03/31/2024 |
Ackerman Capital Advisors LLC | 14,978 | $3,905 | 03/31/2024 |
VBK | 14,978 | $3,905 | 03/31/2024 |
Financial Advisors Network Inc. | 16,098 | $3,892 | 12/31/2023 |
VBK | 16,098 | $3,892 | 12/31/2023 |
Joel Isaacson & Co. LLC | 15,995 | $3,867 | 12/31/2023 |
VBK | 15,995 | $3,867 | 12/31/2023 |
First Horizon Advisors Inc. | 15,885 | $3,841 | 12/31/2023 |
VBK | 15,885 | $3,841 | 12/31/2023 |
Bank of New York Mellon Corp | 14,665 | $3,823 | 03/31/2024 |
VBK | 14,665 | $3,823 | 03/31/2024 |
Holderness Investments Co. | 15,781 | $3,815 | 12/31/2023 |
VBK | 15,781 | $3,815 | 12/31/2023 |
SOA Wealth Advisors LLC. | 14,272 | $3,721 | 03/31/2024 |
VBK | 14,272 | $3,721 | 03/31/2024 |
Commerce Bank | 15,392 | $3,721 | 12/31/2023 |
VBK | 15,392 | $3,721 | 12/31/2023 |
Fifth Third Securities Inc. | 14,075 | $3,670 | 03/31/2024 |
VBK | 14,075 | $3,670 | 03/31/2024 |
Tower View Investment Management & Research LLC | 15,055 | $3,640 | 12/31/2023 |
VBK | 15,055 | $3,640 | 12/31/2023 |
Center for Financial Planning Inc. | 13,936 | $3,633 | 03/31/2024 |
VBK | 13,936 | $3,633 | 03/31/2024 |
Perigon Wealth Management LLC | 15,021 | $3,632 | 12/31/2023 |
VBK | 15,021 | $3,632 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 14,949 | $3,614 | 12/31/2023 |
VBK | 14,949 | $3,614 | 12/31/2023 |
Titleist Asset Management LLC | 14,872 | $3,596 | 12/31/2023 |
VBK | 14,872 | $3,596 | 12/31/2023 |
D.A. Davidson & CO. | 14,844 | $3,589 | 12/31/2023 |
VBK | 14,844 | $3,589 | 12/31/2023 |
Eclectic Associates Inc. ADV | 13,614 | $3,549 | 03/31/2024 |
VBK | 13,614 | $3,549 | 03/31/2024 |
Dopkins Wealth Management LLC | 14,619 | $3,534 | 12/31/2023 |
VBK | 14,619 | $3,534 | 12/31/2023 |
Curbstone Financial Management Corp | 13,420 | $3,499 | 03/31/2024 |
VBK | 13,420 | $3,499 | 03/31/2024 |
Mainsail Asset Management LLC | 13,238 | $3,451 | 03/31/2024 |
VBK | 13,238 | $3,451 | 03/31/2024 |
Prime Capital Investment Advisors LLC | 14,186 | $3,430 | 12/31/2023 |
VBK | 14,186 | $3,430 | 12/31/2023 |
Engrave Wealth Partners LLC | 14,016 | $3,389 | 12/31/2023 |
VBK | 14,016 | $3,389 | 12/31/2023 |
Cornerstone Wealth Management LLC | 12,951 | $3,377 | 03/31/2024 |
VBK | 12,951 | $3,377 | 03/31/2024 |
Alliancebernstein L.P. | 13,908 | $3,363 | 12/31/2023 |
VBK | 13,908 | $3,363 | 12/31/2023 |
Probity Advisors Inc. | 13,782 | $3,332 | 12/31/2023 |
VBK | 13,782 | $3,332 | 12/31/2023 |
Acropolis Investment Management LLC | 12,522 | $3,265 | 03/31/2024 |
VBK | 12,522 | $3,265 | 03/31/2024 |
SRS Capital Advisors Inc. | 13,362 | $3,230 | 12/31/2023 |
VBK | 13,362 | $3,230 | 12/31/2023 |
Financial Advisory Service Inc. | 13,237 | $3,200 | 12/31/2023 |
VBK | 13,237 | $3,200 | 12/31/2023 |
Global Assets Advisory LLC | 12,141 | $3,165 | 03/31/2024 |
VBK | 12,141 | $3,165 | 03/31/2024 |
Huntington National Bank | 12,746 | $3,082 | 12/31/2023 |
VBK | 12,746 | $3,082 | 12/31/2023 |
Riversedge Advisors LLC | 12,733 | $3,078 | 12/31/2023 |
VBK | 12,733 | $3,078 | 12/31/2023 |
McKinley Carter Wealth Services Inc. | 12,591 | $3,044 | 12/31/2023 |
VBK | 12,591 | $3,044 | 12/31/2023 |
Mechanics Bank Trust Department | 11,632 | $3,033 | 03/31/2024 |
VBK | 11,632 | $3,033 | 03/31/2024 |
Warner Financial Inc. | 11,575 | $3,018 | 03/31/2024 |
VBK | 11,575 | $3,018 | 03/31/2024 |
Evergreen Wealth Management LLC | 12,428 | $3,005 | 12/31/2023 |
VBK | 12,428 | $3,005 | 12/31/2023 |
Fermata Advisors LLC | 11,479 | $2,993 | 03/31/2024 |
VBK | 11,479 | $2,993 | 03/31/2024 |
MTC Wealth Management LLC | 11,465 | $2,989 | 03/31/2024 |
VBK | 11,465 | $2,989 | 03/31/2024 |
Cranbrook Wealth Management LLC | 11,455 | $2,987 | 03/31/2024 |
VBK | 11,455 | $2,987 | 03/31/2024 |
Shelton Wealth Management LLC | 12,138 | $2,935 | 12/31/2023 |
VBK | 12,138 | $2,935 | 12/31/2023 |
Everhart Financial Group Inc. | 12,125 | $2,931 | 12/31/2023 |
VBK | 12,125 | $2,931 | 12/31/2023 |
Associated Banc Corp | 12,078 | $2,920 | 12/31/2023 |
VBK | 12,078 | $2,920 | 12/31/2023 |
Kovitz Investment Group Partners LLC | 12,041 | $2,911 | 12/31/2023 |
VBK | 12,041 | $2,911 | 12/31/2023 |
Financial Engines Advisors L.L.C. | 12,025 | $2,907 | 12/31/2023 |
VBK | 12,025 | $2,907 | 12/31/2023 |
Verdence Capital Advisors LLC | 10,997 | $2,867 | 03/31/2024 |
VBK | 10,997 | $2,867 | 03/31/2024 |
Creative Financial Designs Inc. ADV | 11,835 | $2,861 | 12/31/2023 |
VBK | 11,835 | $2,861 | 12/31/2023 |
Disciplined Investments LLC | 10,880 | $2,837 | 03/31/2024 |
VBK | 10,880 | $2,837 | 03/31/2024 |
Juncture Wealth Strategies LLC | 10,748 | $2,802 | 03/31/2024 |
VBK | 10,748 | $2,802 | 03/31/2024 |
NewEdge Wealth LLC | 11,576 | $2,799 | 12/31/2023 |
VBK | 11,576 | $2,799 | 12/31/2023 |
SilverOak Wealth Management LLC | 11,560 | $2,795 | 12/31/2023 |
VBK | 11,560 | $2,795 | 12/31/2023 |
RTD Financial Advisors Inc. | 10,669 | $2,782 | 03/31/2024 |
VBK | 10,669 | $2,782 | 03/31/2024 |
TAGStone Capital Inc. | 11,503 | $2,781 | 12/31/2023 |
VBK | 11,503 | $2,781 | 12/31/2023 |
Brighton Jones LLC | 11,455 | $2,770 | 12/31/2023 |
VBK | 11,455 | $2,770 | 12/31/2023 |
Connecticut Wealth Management LLC | 11,424 | $2,762 | 12/31/2023 |
VBK | 11,424 | $2,762 | 12/31/2023 |
Quotient Wealth Partners LLC | 11,359 | $2,746 | 12/31/2023 |
VBK | 11,359 | $2,746 | 12/31/2023 |
Zeit Capital LLC | 11,366 | $2,741 | 12/31/2023 |
VBK | 11,366 | $2,741 | 12/31/2023 |
Krilogy Financial LLC | 10,341 | $2,696 | 03/31/2024 |
VBK | 10,341 | $2,696 | 03/31/2024 |
Cedrus LLC | 10,207 | $2,661 | 03/31/2024 |
VBK | 10,207 | $2,661 | 03/31/2024 |
Western Wealth Management LLC | 10,949 | $2,647 | 12/31/2023 |
VBK | 10,949 | $2,647 | 12/31/2023 |
Raymond James Trust N.A. | 10,015 | $2,611 | 03/31/2024 |
VBK | 10,015 | $2,611 | 03/31/2024 |
Kestra Private Wealth Services LLC | 10,770 | $2,604 | 12/31/2023 |
VBK | 10,770 | $2,604 | 12/31/2023 |
SFI Advisors LLC | 10,544 | $2,549 | 12/31/2023 |
VBK | 10,544 | $2,549 | 12/31/2023 |
Carnegie Capital Asset Management LLC | 10,445 | $2,525 | 12/31/2023 |
VBK | 10,445 | $2,525 | 12/31/2023 |
Resources Investment Advisors LLC. | 10,387 | $2,511 | 12/31/2023 |
VBK | 10,387 | $2,511 | 12/31/2023 |
Tritonpoint Wealth LLC | 9,558 | $2,492 | 03/31/2024 |
VBK | 9,558 | $2,492 | 03/31/2024 |
Two Sigma Advisers LP | 10,300 | $2,490 | 12/31/2023 |
VBK | 10,300 | $2,490 | 12/31/2023 |
Compass Ion Advisors LLC | 9,526 | $2,484 | 03/31/2024 |
VBK | 9,526 | $2,484 | 03/31/2024 |
Worth Asset Management LLC | 9,480 | $2,472 | 03/31/2024 |
VBK | 9,480 | $2,472 | 03/31/2024 |
Brown Advisory Inc. | 9,444 | $2,462 | 03/31/2024 |
VBK | 9,444 | $2,462 | 03/31/2024 |
Gladstone Institutional Advisory LLC | 10,170 | $2,459 | 12/31/2023 |
VBK | 10,170 | $2,459 | 12/31/2023 |
M&T Bank Corp | 10,166 | $2,458 | 12/31/2023 |
VBK | 10,166 | $2,458 | 12/31/2023 |
Buckingham Strategic Wealth LLC | 10,126 | $2,448 | 12/31/2023 |
VBK | 10,126 | $2,448 | 12/31/2023 |
MAS Advisors LLC | 9,927 | $2,400 | 12/31/2023 |
VBK | 9,927 | $2,400 | 12/31/2023 |
Global Trust Asset Management LLC | 9,084 | $2,368 | 03/31/2024 |
VBK | 9,084 | $2,368 | 03/31/2024 |
Prospera Financial Services Inc | 9,764 | $2,361 | 12/31/2023 |
VBK | 9,764 | $2,361 | 12/31/2023 |
G2 Capital Management LLC OH | 9,726 | $2,351 | 12/31/2023 |
VBK | 9,726 | $2,351 | 12/31/2023 |
Falcon Wealth Planning | 8,851 | $2,308 | 03/31/2024 |
VBK | 8,851 | $2,308 | 03/31/2024 |
Aire Advisors LLC | 9,465 | $2,291 | 12/31/2023 |
VBK | 9,465 | $2,291 | 12/31/2023 |
Financial Counselors Inc. | 9,470 | $2,290 | 12/31/2023 |
VBK | 9,470 | $2,290 | 12/31/2023 |
PFG Advisors | 9,433 | $2,281 | 12/31/2023 |
VBK | 9,433 | $2,281 | 12/31/2023 |
TFB Advisors LLC | 9,429 | $2,280 | 12/31/2023 |
VBK | 9,429 | $2,280 | 12/31/2023 |
Dentgroup LLC | 8,659 | $2,258 | 03/31/2024 |
VBK | 8,659 | $2,258 | 03/31/2024 |
Sterling Financial Planning Inc. | 9,325 | $2,254 | 12/31/2023 |
VBK | 9,325 | $2,254 | 12/31/2023 |
Transamerica Financial Advisors Inc. | 9,246 | $2,236 | 12/31/2023 |
VBK | 9,246 | $2,236 | 12/31/2023 |
Cambridge Associates LLC MA ADV | 9,189 | $2,222 | 12/31/2023 |
VBK | 9,189 | $2,222 | 12/31/2023 |
Bessemer Group Inc. | 9,083 | $2,196 | 12/31/2023 |
VBK | 9,083 | $2,196 | 12/31/2023 |
Royal Fund Management LLC | 8,366 | $2,188 | 03/31/2024 |
VBK | 8,366 | $2,188 | 03/31/2024 |
Richardson Financial Services Inc. | 8,980 | $2,171 | 12/31/2023 |
VBK | 8,980 | $2,171 | 12/31/2023 |
Simmons Bank | 8,801 | $2,128 | 12/31/2023 |
VBK | 8,801 | $2,128 | 12/31/2023 |
Encompass Wealth Advisors LLC | $2,124 | 12/31/2023 | |
Mutual Fund | 20,787 | $2,124 | 12/31/2023 |
Cetera Advisors LLC | 8,751 | $2,116 | 12/31/2023 |
VBK | 8,751 | $2,116 | 12/31/2023 |
Citigroup Inc. | 8,748 | $2,115 | 12/31/2023 |
VBK | 8,748 | $2,115 | 12/31/2023 |
Flow Traders U.S. LLC | 8,676 | $2,098 | 12/31/2023 |
VBK | 8,676 | $2,098 | 12/31/2023 |
Goodwin Investment Advisory | 8,596 | $2,078 | 12/31/2023 |
VBK | 8,596 | $2,078 | 12/31/2023 |
Equitable Holdings Inc. | 8,456 | $2,044 | 12/31/2023 |
VBK | 8,456 | $2,044 | 12/31/2023 |
Keybank National Association OH | 8,432 | $2,039 | 12/31/2023 |
VBK | 8,432 | $2,039 | 12/31/2023 |
Trustmark National Bank Trust Department | 8,348 | $2,018 | 12/31/2023 |
VBK | 8,348 | $2,018 | 12/31/2023 |
PFG Investments LLC | 7,680 | $2,002 | 03/31/2024 |
VBK | 7,680 | $2,002 | 03/31/2024 |
BTC Capital Management Inc. | 7,660 | $1,997 | 03/31/2024 |
VBK | 7,660 | $1,997 | 03/31/2024 |
Brown Wealth Management LLC | 8,214 | $1,986 | 12/31/2023 |
VBK | 8,214 | $1,986 | 12/31/2023 |
Hallmark Capital Management Inc. | 8,188 | $1,980 | 12/31/2023 |
VBK | 8,188 | $1,980 | 12/31/2023 |
Belpointe Asset Management LLC | 8,124 | $1,964 | 12/31/2023 |
VBK | 8,124 | $1,964 | 12/31/2023 |
Fortis Capital Advisors LLC | 8,124 | $1,964 | 12/31/2023 |
VBK | 8,124 | $1,964 | 12/31/2023 |
Integrity Wealth Solutions LLC | 7,306 | $1,905 | 03/31/2024 |
VBK | 7,306 | $1,905 | 03/31/2024 |
Cornerstone Advisory LLC | 7,846 | $1,897 | 12/31/2023 |
VBK | 7,846 | $1,897 | 12/31/2023 |
Silver Lake Advisory LLC | 7,261 | $1,893 | 03/31/2024 |
VBK | 7,261 | $1,893 | 03/31/2024 |
OneAscent Financial Services LLC | 7,232 | $1,885 | 03/31/2024 |
VBK | 7,232 | $1,885 | 03/31/2024 |
Argent Trust Co | 7,780 | $1,881 | 12/31/2023 |
VBK | 7,780 | $1,881 | 12/31/2023 |
Procyon Private Wealth Partners LLC | 7,211 | $1,880 | 03/31/2024 |
VBK | 7,211 | $1,880 | 03/31/2024 |
Meritage Portfolio Management | 7,706 | $1,863 | 12/31/2023 |
VBK | 7,706 | $1,863 | 12/31/2023 |
Noble Family Wealth LLC | 7,080 | $1,846 | 03/31/2024 |
VBK | 7,080 | $1,846 | 03/31/2024 |
Alethea Capital Management LLC | 7,625 | $1,843 | 12/31/2023 |
VBK | 7,625 | $1,843 | 12/31/2023 |
Horizon Bancorp Inc. IN | 7,019 | $1,830 | 03/31/2024 |
VBK | 7,019 | $1,830 | 03/31/2024 |
Ameritas Advisory Services LLC | 7,425 | $1,825 | 12/31/2023 |
VBK | 7,425 | $1,825 | 12/31/2023 |
UMB Bank N A MO | 7,372 | $1,782 | 12/31/2023 |
VBK | 7,372 | $1,782 | 12/31/2023 |
Lee Financial Group Hawaii Inc. | 6,815 | $1,777 | 03/31/2024 |
VBK | 6,815 | $1,777 | 03/31/2024 |
Cooksen Wealth LLC | 6,815 | $1,777 | 03/31/2024 |
VBK | 6,815 | $1,777 | 03/31/2024 |
Vickerman Investment Advisors Inc. | 7,295 | $1,764 | 12/31/2023 |
VBK | 7,295 | $1,764 | 12/31/2023 |
Harbour Capital Advisors LLC | 6,911 | $1,756 | 03/31/2024 |
VBK | 6,911 | $1,756 | 03/31/2024 |
Richard P Slaughter Associates Inc | 6,727 | $1,754 | 03/31/2024 |
VBK | 6,727 | $1,754 | 03/31/2024 |
Simon Quick Advisors LLC | 6,715 | $1,751 | 03/31/2024 |
VBK | 6,715 | $1,751 | 03/31/2024 |
Integrated Wealth Concepts LLC | 7,198 | $1,740 | 12/31/2023 |
VBK | 7,198 | $1,740 | 12/31/2023 |
Walter & Keenan Financial Consulting Co. MI ADV | 7,139 | $1,726 | 12/31/2023 |
VBK | 7,139 | $1,726 | 12/31/2023 |
MidWestOne Financial Group Inc. | 7,141 | $1,726 | 12/31/2023 |
VBK | 7,141 | $1,726 | 12/31/2023 |
LexAurum Advisors LLC | 6,616 | $1,725 | 03/31/2024 |
VBK | 6,616 | $1,725 | 03/31/2024 |
Founders Financial Securities LLC | 6,568 | $1,712 | 03/31/2024 |
VBK | 6,568 | $1,712 | 03/31/2024 |
Tradition Wealth Management LLC | 7,061 | $1,707 | 12/31/2023 |
VBK | 7,061 | $1,707 | 12/31/2023 |
Bridge Advisory LLC | 6,515 | $1,699 | 03/31/2024 |
VBK | 6,515 | $1,699 | 03/31/2024 |
MONECO Advisors LLC | 6,477 | $1,689 | 03/31/2024 |
VBK | 6,477 | $1,689 | 03/31/2024 |
Wells Trecaso Financial Group LLC | 6,437 | $1,678 | 03/31/2024 |
VBK | 6,437 | $1,678 | 03/31/2024 |
Cascade Wealth Advisors Inc | 6,731 | $1,669 | 03/31/2024 |
VBK | 6,731 | $1,669 | 03/31/2024 |
USAdvisors Wealth Management LLC | 6,872 | $1,661 | 12/31/2023 |
VBK | 6,872 | $1,661 | 12/31/2023 |
Acorn Financial Advisory Services Inc. ADV | 6,805 | $1,645 | 12/31/2023 |
VBK | 6,805 | $1,645 | 12/31/2023 |
Cary Street Partners Investment Advisory LLC | 6,797 | $1,643 | 12/31/2023 |
VBK | 6,797 | $1,643 | 12/31/2023 |
Insight Advisors LLC PA | 6,794 | $1,643 | 12/31/2023 |
VBK | 6,794 | $1,643 | 12/31/2023 |
Truepoint Inc. | 6,763 | $1,635 | 12/31/2023 |
VBK | 6,763 | $1,635 | 12/31/2023 |
Goepper Burkhardt LLC | 6,562 | $1,618 | 12/31/2023 |
VBK | 6,562 | $1,618 | 12/31/2023 |
GSB Wealth Management LLC | 6,664 | $1,611 | 12/31/2023 |
VBK | 6,664 | $1,611 | 12/31/2023 |
Advisors Capital Management LLC | 6,645 | $1,607 | 12/31/2023 |
VBK | 6,645 | $1,607 | 12/31/2023 |
Kades & Cheifetz LLC | 6,644 | $1,606 | 12/31/2023 |
VBK | 6,644 | $1,606 | 12/31/2023 |
Signet Financial Management LLC | 5,977 | $1,558 | 03/31/2024 |
VBK | 5,977 | $1,558 | 03/31/2024 |
Financial Connections Group Inc. | 6,365 | $1,539 | 12/31/2023 |
VBK | 6,365 | $1,539 | 12/31/2023 |
Curtis Advisory Group LLC | 6,318 | $1,528 | 12/31/2023 |
VBK | 6,318 | $1,528 | 12/31/2023 |
IHT Wealth Management LLC | 6,300 | $1,523 | 12/31/2023 |
VBK | 6,300 | $1,523 | 12/31/2023 |
Sage Mountain Advisors LLC | 5,740 | $1,497 | 03/31/2024 |
VBK | 5,740 | $1,497 | 03/31/2024 |
Valeo Financial Advisors LLC | 6,125 | $1,496 | 03/31/2024 |
VBK | 6,125 | $1,496 | 03/31/2024 |
Rebalance LLC | 5,702 | $1,486 | 03/31/2024 |
VBK | 5,702 | $1,486 | 03/31/2024 |
Covington Investment Advisors Inc. | 6,118 | $1,479 | 12/31/2023 |
VBK | 6,118 | $1,479 | 12/31/2023 |
U.S. Capital Wealth Advisors LLC | 6,090 | $1,472 | 12/31/2023 |
VBK | 6,090 | $1,472 | 12/31/2023 |
IFP Advisors Inc | 6,065 | $1,466 | 12/31/2023 |
VBK | 6,065 | $1,466 | 12/31/2023 |
Csenge Advisory Group | 5,984 | $1,447 | 12/31/2023 |
VBK | 5,984 | $1,447 | 12/31/2023 |
Northeast Financial Consultants Inc | 5,861 | $1,417 | 12/31/2023 |
VBK | 5,861 | $1,417 | 12/31/2023 |
Compton Wealth Advisory Group LLC | 5,395 | $1,407 | 03/31/2024 |
VBK | 5,395 | $1,407 | 03/31/2024 |
WealthPLAN Partners LLC | 5,809 | $1,405 | 12/31/2023 |
VBK | 5,809 | $1,405 | 12/31/2023 |
BOKF NA | 5,793 | $1,401 | 12/31/2023 |
VBK | 5,793 | $1,401 | 12/31/2023 |
Smithbridge Asset Management Inc. DE | 5,759 | $1,392 | 12/31/2023 |
VBK | 5,759 | $1,392 | 12/31/2023 |
Consolidated Portfolio Review Corp | 5,712 | $1,381 | 12/31/2023 |
VBK | 5,712 | $1,381 | 12/31/2023 |
Aspiriant LLC | 5,254 | $1,370 | 03/31/2024 |
VBK | 5,254 | $1,370 | 03/31/2024 |
Aspire Wealth Management Corp | 5,640 | $1,363 | 12/31/2023 |
VBK | 5,640 | $1,363 | 12/31/2023 |
Accel Wealth Management | 5,186 | $1,352 | 03/31/2024 |
VBK | 5,186 | $1,352 | 03/31/2024 |
Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 5,594 | $1,352 | 12/31/2023 |
VBK | 5,594 | $1,352 | 12/31/2023 |
BSW Wealth Partners | 5,159 | $1,345 | 03/31/2024 |
VBK | 5,159 | $1,345 | 03/31/2024 |
Transcend Wealth Collective LLC | 5,526 | $1,336 | 12/31/2023 |
VBK | 5,526 | $1,336 | 12/31/2023 |
Kennicott Capital Management LLC | 5,117 | $1,334 | 03/31/2024 |
VBK | 5,117 | $1,334 | 03/31/2024 |
Mustard Seed Financial LLC | 5,116 | $1,334 | 03/31/2024 |
VBK | 5,116 | $1,334 | 03/31/2024 |
MGO Private Wealth LLC | 5,112 | $1,333 | 03/31/2024 |
VBK | 5,112 | $1,333 | 03/31/2024 |
J.W. Cole Advisors Inc. | 5,507 | $1,332 | 12/31/2023 |
VBK | 5,507 | $1,332 | 12/31/2023 |
Sentinel Pension Advisors Inc. | 5,498 | $1,329 | 12/31/2023 |
VBK | 5,498 | $1,329 | 12/31/2023 |
Topel & Distasi Wealth Management LLC | 5,483 | $1,326 | 12/31/2023 |
VBK | 5,483 | $1,326 | 12/31/2023 |
Stratos Wealth Advisors LLC | 5,065 | $1,321 | 03/31/2024 |
VBK | 5,065 | $1,321 | 03/31/2024 |
Opus Capital Group LLC | 5,449 | $1,317 | 12/31/2023 |
VBK | 5,449 | $1,317 | 12/31/2023 |
TCI Wealth Advisors Inc. | 5,421 | $1,311 | 12/31/2023 |
VBK | 5,421 | $1,311 | 12/31/2023 |
Aptus Capital Advisors LLC | 5,414 | $1,309 | 12/31/2023 |
VBK | 5,414 | $1,309 | 12/31/2023 |
Dravo Bay LLC | 5,364 | $1,297 | 12/31/2023 |
VBK | 5,364 | $1,297 | 12/31/2023 |
One Charles Private Wealth Services LLC | 5,351 | $1,294 | 12/31/2023 |
VBK | 5,351 | $1,294 | 12/31/2023 |
Jefferies Financial Group Inc. | 5,266 | $1,273 | 12/31/2023 |
VBK | 5,266 | $1,273 | 12/31/2023 |
Ausdal Financial Partners Inc. | 4,845 | $1,263 | 03/31/2024 |
VBK | 4,845 | $1,263 | 03/31/2024 |
Orion Portfolio Solutions LLC | 5,332 | $1,263 | 12/31/2023 |
VBK | 5,332 | $1,263 | 12/31/2023 |
Country Club Bank GFN | 4,813 | $1,255 | 03/31/2024 |
VBK | 4,813 | $1,255 | 03/31/2024 |
Leavell Investment Management Inc. | 4,672 | $1,218 | 03/31/2024 |
VBK | 4,672 | $1,218 | 03/31/2024 |
Thrivent Financial for Lutherans | 5,013 | $1,212 | 12/31/2023 |
VBK | 5,013 | $1,212 | 12/31/2023 |
TAP Consulting LLC | 4,571 | $1,192 | 03/31/2024 |
VBK | 4,571 | $1,192 | 03/31/2024 |
STA Wealth Management LLC | 4,890 | $1,182 | 12/31/2023 |
VBK | 4,890 | $1,182 | 12/31/2023 |
Wheelhouse Advisory Group LLC | 4,514 | $1,177 | 03/31/2024 |
VBK | 4,514 | $1,177 | 03/31/2024 |
Hyman Charles D | 4,819 | $1,165 | 12/31/2023 |
VBK | 4,819 | $1,165 | 12/31/2023 |
Ally Invest Advisors Inc. | 4,801 | $1,161 | 12/31/2023 |
VBK | 4,801 | $1,161 | 12/31/2023 |
Wealthcare Advisory Partners LLC | 4,447 | $1,160 | 03/31/2024 |
VBK | 4,447 | $1,160 | 03/31/2024 |
Trust Co of the South | 4,436 | $1,157 | 03/31/2024 |
VBK | 4,436 | $1,157 | 03/31/2024 |
Synovus Financial Corp | 4,693 | $1,137 | 12/31/2023 |
VBK | 4,693 | $1,137 | 12/31/2023 |
Investmark Advisory Group LLC | 4,676 | $1,131 | 12/31/2023 |
VBK | 4,676 | $1,131 | 12/31/2023 |
Catalytic Wealth RIA LLC | 4,660 | $1,127 | 12/31/2023 |
VBK | 4,660 | $1,127 | 12/31/2023 |
Winthrop Capital Management LLC | 4,655 | $1,125 | 12/31/2023 |
VBK | 4,655 | $1,125 | 12/31/2023 |
Pinnacle Financial Group LLC IL | 4,614 | $1,115 | 12/31/2023 |
VBK | 4,614 | $1,115 | 12/31/2023 |
Eagle Strategies LLC | 4,273 | $1,114 | 03/31/2024 |
VBK | 4,273 | $1,114 | 03/31/2024 |
Newbridge Financial Services Group Inc. | 4,269 | $1,113 | 03/31/2024 |
VBK | 4,269 | $1,113 | 03/31/2024 |
Hartline Investment Corp | 4,601 | $1,112 | 12/31/2023 |
VBK | 4,601 | $1,112 | 12/31/2023 |
O Shaughnessy Asset Management LLC | 4,574 | $1,106 | 12/31/2023 |
VBK | 4,574 | $1,106 | 12/31/2023 |
MAI Capital Management | 4,548 | $1,100 | 12/31/2023 |
VBK | 4,548 | $1,100 | 12/31/2023 |
Koshinski Asset Management Inc. | 4,518 | $1,092 | 12/31/2023 |
VBK | 4,518 | $1,092 | 12/31/2023 |
Holistic Planning LLC | 4,498 | $1,087 | 12/31/2023 |
VBK | 4,498 | $1,087 | 12/31/2023 |
Whittier Trust Co. | 4,492 | $1,086 | 12/31/2023 |
VBK | 4,492 | $1,086 | 12/31/2023 |
Round Rock Advisors LLC | 4,147 | $1,081 | 03/31/2024 |
VBK | 4,147 | $1,081 | 03/31/2024 |
Sunburst Financial Group LLC | 4,182 | $1,080 | 03/31/2024 |
VBK | 4,182 | $1,080 | 03/31/2024 |
Signature Estate & Investment Advisors LLC | 4,466 | $1,080 | 12/31/2023 |
VBK | 4,466 | $1,080 | 12/31/2023 |
Plante Moran Financial Advisors LLC | 4,464 | $1,079 | 12/31/2023 |
VBK | 4,464 | $1,079 | 12/31/2023 |
Diversified Trust Co | 4,118 | $1,074 | 03/31/2024 |
VBK | 4,118 | $1,074 | 03/31/2024 |
Summit Financial LLC | 4,115 | $1,073 | 03/31/2024 |
VBK | 4,115 | $1,073 | 03/31/2024 |
City Holding Co. | 4,084 | $1,065 | 03/31/2024 |
VBK | 4,084 | $1,065 | 03/31/2024 |
Napa Wealth Management | 4,390 | $1,061 | 12/31/2023 |
VBK | 4,390 | $1,061 | 12/31/2023 |
Wealth Alliance | 4,391 | $1,061 | 12/31/2023 |
VBK | 4,391 | $1,061 | 12/31/2023 |
Garrett Investment Advisors LLC | 4,062 | $1,059 | 03/31/2024 |
VBK | 4,062 | $1,059 | 03/31/2024 |
Sawgrass Asset Management LLC | 4,376 | $1,058 | 12/31/2023 |
VBK | 4,376 | $1,058 | 12/31/2023 |
Willner & Heller LLC | 4,352 | $1,052 | 12/31/2023 |
VBK | 4,352 | $1,052 | 12/31/2023 |
Pinnacle Associates Ltd. | 4,337 | $1,049 | 12/31/2023 |
VBK | 4,337 | $1,049 | 12/31/2023 |
Heritage Wealth Management Inc. CA | 4,339 | $1,049 | 12/31/2023 |
VBK | 4,339 | $1,049 | 12/31/2023 |
Tranquility Partners LLC | 4,336 | $1,048 | 12/31/2023 |
VBK | 4,336 | $1,048 | 12/31/2023 |
Center For Asset Management LLC | 3,998 | $1,042 | 03/31/2024 |
VBK | 3,998 | $1,042 | 03/31/2024 |
Taylor Cottrill Erickson & Associates Inc. | 4,300 | $1,040 | 12/31/2023 |
VBK | 4,300 | $1,040 | 12/31/2023 |
Kingsview Wealth Management LLC | 4,298 | $1,039 | 12/31/2023 |
VBK | 4,298 | $1,039 | 12/31/2023 |
Park Avenue Securities LLC | 3,960 | $1,032 | 03/31/2024 |
VBK | 3,960 | $1,032 | 03/31/2024 |
Geneos Wealth Management Inc. | 4,193 | $1,014 | 12/31/2023 |
VBK | 4,193 | $1,014 | 12/31/2023 |
Gryphon Financial Partners LLC | 4,174 | $1,009 | 12/31/2023 |
VBK | 4,174 | $1,009 | 12/31/2023 |
Trust Co | 3,855 | $1,005 | 03/31/2024 |
VBK | 3,855 | $1,005 | 03/31/2024 |
Eudaimonia Partners LLC | 3,855 | $1,005 | 03/31/2024 |
VBK | 3,855 | $1,005 | 03/31/2024 |
Empower Advisory Group LLC | 4,117 | $995 | 12/31/2023 |
VBK | 4,117 | $995 | 12/31/2023 |
Bank of Hawaii | 4,083 | $987 | 12/31/2023 |
VBK | 4,083 | $987 | 12/31/2023 |
KLR Investment Advisors LLC | 4,096 | $985 | 03/31/2024 |
VBK | 4,096 | $985 | 03/31/2024 |
Franklin Resources Inc. | 4,074 | $985 | 12/31/2023 |
VBK | 4,074 | $985 | 12/31/2023 |
Wedmont Private Capital | 3,815 | $981 | 03/31/2024 |
VBK | 3,815 | $981 | 03/31/2024 |
Allworth Financial LP | 3,736 | $974 | 03/31/2024 |
VBK | 3,736 | $974 | 03/31/2024 |
Prosperity Consulting Group LLC | 4,005 | $968 | 12/31/2023 |
VBK | 4,005 | $968 | 12/31/2023 |
Crestwood Advisors Group LLC | 3,985 | $963 | 12/31/2023 |
VBK | 3,985 | $963 | 12/31/2023 |
LGL Partners LLC | 3,944 | $954 | 12/31/2023 |
VBK | 3,944 | $954 | 12/31/2023 |
Vanguard Group Inc. | 3,917 | $947 | 12/31/2023 |
VBK | 3,917 | $947 | 12/31/2023 |
Capital Planning LLC | 3,597 | $938 | 03/31/2024 |
VBK | 3,597 | $938 | 03/31/2024 |
Checchi Capital Advisers LLC | 3,588 | $935 | 03/31/2024 |
VBK | 3,588 | $935 | 03/31/2024 |
Apollon Financial LLC | 3,869 | $935 | 12/31/2023 |
VBK | 3,869 | $935 | 12/31/2023 |
American Trust | 3,853 | $932 | 12/31/2023 |
VBK | 3,853 | $932 | 12/31/2023 |
Retirement Planning Group | 3,569 | $931 | 03/31/2024 |
VBK | 3,569 | $931 | 03/31/2024 |
Focus Financial Network Inc. ADV | 3,846 | $930 | 12/31/2023 |
VBK | 3,846 | $930 | 12/31/2023 |
First International Bank & Trust | 3,548 | $925 | 03/31/2024 |
VBK | 3,548 | $925 | 03/31/2024 |
Accretive Wealth Partners LLC | 3,785 | $915 | 12/31/2023 |
VBK | 3,785 | $915 | 12/31/2023 |
BLB&B Advisors LLC | 3,764 | $910 | 12/31/2023 |
VBK | 3,764 | $910 | 12/31/2023 |
ERn Financial LLC | 3,424 | $893 | 03/31/2024 |
VBK | 3,424 | $893 | 03/31/2024 |
Battery Global Advisors LLC | 3,680 | $890 | 12/31/2023 |
VBK | 3,680 | $890 | 12/31/2023 |
Pensionmark Financial Group LLC | 3,660 | $885 | 12/31/2023 |
VBK | 3,660 | $885 | 12/31/2023 |
Intergy Private Wealth LLC | 3,382 | $882 | 03/31/2024 |
VBK | 3,382 | $882 | 03/31/2024 |
Coldstream Capital Management Inc. | 3,650 | $882 | 12/31/2023 |
VBK | 3,650 | $882 | 12/31/2023 |
Waller Financial Planning Group Inc. | 3,348 | $873 | 03/31/2024 |
VBK | 3,348 | $873 | 03/31/2024 |
Wrapmanager Inc. | 3,590 | $868 | 12/31/2023 |
VBK | 3,590 | $868 | 12/31/2023 |
Washington Trust Advisors Inc. | 3,585 | $867 | 12/31/2023 |
VBK | 3,585 | $867 | 12/31/2023 |
McClarren Financial Advisors Inc. | 3,556 | $860 | 12/31/2023 |
VBK | 3,556 | $860 | 12/31/2023 |
Novak & Powell Financial Services Inc. | 3,588 | $858 | 12/31/2023 |
VBK | 3,588 | $858 | 12/31/2023 |
Nemes Rush Group LLC | 3,501 | $846 | 12/31/2023 |
VBK | 3,501 | $846 | 12/31/2023 |
Johnson Investment Counsel Inc. | 3,488 | $843 | 12/31/2023 |
VBK | 3,488 | $843 | 12/31/2023 |
Windward Private Wealth Management Inc. | 3,469 | $839 | 12/31/2023 |
VBK | 3,469 | $839 | 12/31/2023 |
Quadrant Capital Group LLC | 3,459 | $836 | 12/31/2023 |
VBK | 3,459 | $836 | 12/31/2023 |
Arete Wealth Advisors LLC | 3,454 | $835 | 12/31/2023 |
VBK | 3,454 | $835 | 12/31/2023 |
Harbor Investment Advisory LLC | 3,177 | $828 | 03/31/2024 |
VBK | 3,177 | $828 | 03/31/2024 |
Perennial Investment Advisors LLC | 3,422 | $827 | 12/31/2023 |
VBK | 3,422 | $827 | 12/31/2023 |
Mission Wealth Management LP | 3,406 | $823 | 12/31/2023 |
VBK | 3,406 | $823 | 12/31/2023 |
St. Louis Trust Co | 3,389 | $819 | 12/31/2023 |
VBK | 3,389 | $819 | 12/31/2023 |
Wambolt & Associates LLC | 3,376 | $816 | 12/31/2023 |
VBK | 3,376 | $816 | 12/31/2023 |
Parallel Advisors LLC | 3,333 | $806 | 12/31/2023 |
VBK | 3,333 | $806 | 12/31/2023 |
WealthShield Partners LLC | 3,322 | $803 | 12/31/2023 |
VBK | 3,322 | $803 | 12/31/2023 |
Transatlantique Private Wealth LLC | 3,305 | $799 | 12/31/2023 |
VBK | 3,305 | $799 | 12/31/2023 |
BCS Wealth Management | 3,059 | $798 | 03/31/2024 |
VBK | 3,059 | $798 | 03/31/2024 |
Lindbrook Capital LLC | 3,046 | $794 | 03/31/2024 |
VBK | 3,046 | $794 | 03/31/2024 |
Golden State Equity Partners | 3,255 | $787 | 12/31/2023 |
VBK | 3,255 | $787 | 12/31/2023 |
Compass Financial Group INC SD | 3,011 | $785 | 03/31/2024 |
VBK | 3,011 | $785 | 03/31/2024 |
Hart & Patterson Financial Group LLC | 3,004 | $783 | 03/31/2024 |
VBK | 3,004 | $783 | 03/31/2024 |
ProVise Management Group LLC | 3,227 | $780 | 12/31/2023 |
VBK | 3,227 | $780 | 12/31/2023 |
Harbour Investments Inc. | 3,195 | $772 | 12/31/2023 |
VBK | 3,195 | $772 | 12/31/2023 |
SageView Advisory Group LLC | 3,222 | $771 | 12/31/2023 |
VBK | 3,222 | $771 | 12/31/2023 |
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 3,191 | $771 | 12/31/2023 |
VBK | 3,191 | $771 | 12/31/2023 |
Shoker Investment Counsel Inc. | 3,179 | $769 | 12/31/2023 |
VBK | 3,179 | $769 | 12/31/2023 |
Boston Private Wealth LLC | 3,181 | $769 | 12/31/2023 |
VBK | 3,181 | $769 | 12/31/2023 |
Cyndeo Wealth Partners LLC | 2,923 | $762 | 03/31/2024 |
VBK | 2,923 | $762 | 03/31/2024 |
Keel Point LLC | 2,916 | $760 | 03/31/2024 |
VBK | 2,916 | $760 | 03/31/2024 |
Visionary Wealth Advisors | 3,134 | $758 | 12/31/2023 |
VBK | 3,134 | $758 | 12/31/2023 |
Busey Wealth Management | 2,891 | $754 | 03/31/2024 |
VBK | 2,891 | $754 | 03/31/2024 |
Concurrent Investment Advisors LLC | 3,118 | $754 | 12/31/2023 |
VBK | 3,118 | $754 | 12/31/2023 |
Belvedere Trading LLC | $750 | 12/31/2023 | |
Call | 3,200 | $774 | 12/31/2023 |
Put | 100 | $24 | 12/31/2023 |
Northwest Bancshares Inc. | 3,086 | $746 | 12/31/2023 |
VBK | 3,086 | $746 | 12/31/2023 |
Keebeck Wealth Management LLC | 3,081 | $745 | 12/31/2023 |
VBK | 3,081 | $745 | 12/31/2023 |
NorthStar Asset Management LLC NJ | 3,045 | $736 | 12/31/2023 |
VBK | 3,045 | $736 | 12/31/2023 |
McNamara Financial Services Inc. | 2,814 | $734 | 03/31/2024 |
VBK | 2,814 | $734 | 03/31/2024 |
Townsend Asset Management Corp NC ADV | 3,030 | $733 | 12/31/2023 |
VBK | 3,030 | $733 | 12/31/2023 |
Evermay Wealth Management LLC | 3,031 | $733 | 12/31/2023 |
VBK | 3,031 | $733 | 12/31/2023 |
Capital Analysts LLC | 3,032 | $733 | 12/31/2023 |
VBK | 3,032 | $733 | 12/31/2023 |
Eudaimonia Advisors LLC | 2,794 | $728 | 03/31/2024 |
VBK | 2,794 | $728 | 03/31/2024 |
Glass Jacobson Investment Advisors llc | 3,004 | $726 | 12/31/2023 |
VBK | 3,004 | $726 | 12/31/2023 |
Tobias Financial Advisors Inc. | 2,965 | $717 | 12/31/2023 |
VBK | 2,965 | $717 | 12/31/2023 |
Stonebridge Financial Planning Group LLC | 2,966 | $717 | 12/31/2023 |
VBK | 2,966 | $717 | 12/31/2023 |
Dfpg Investments LLC | 3,063 | $711 | 12/31/2023 |
VBK | 3,063 | $711 | 12/31/2023 |
Asset Dedication LLC | 2,706 | $706 | 03/31/2024 |
VBK | 2,706 | $706 | 03/31/2024 |
DAVENPORT & Co LLC | 2,921 | $706 | 12/31/2023 |
VBK | 2,921 | $706 | 12/31/2023 |
Carl P. Sherr & Co. LLC | 2,905 | $702 | 12/31/2023 |
VBK | 2,905 | $702 | 12/31/2023 |
Nalls Sherbakoff Group LLC | 2,897 | $700 | 12/31/2023 |
VBK | 2,897 | $700 | 12/31/2023 |
Global Retirement Partners LLC | 2,674 | $697 | 03/31/2024 |
VBK | 2,674 | $697 | 03/31/2024 |
Centaurus Financial Inc. | 2,878 | $696 | 12/31/2023 |
VBK | 2,878 | $696 | 12/31/2023 |
Canvas Wealth Advisors LLC | 2,875 | $690 | 03/31/2024 |
VBK | 2,875 | $690 | 03/31/2024 |
Financial Alternatives Inc | 2,843 | $687 | 12/31/2023 |
VBK | 2,843 | $687 | 12/31/2023 |
Tsfg LLC | 2,630 | $686 | 03/31/2024 |
VBK | 2,630 | $686 | 03/31/2024 |
Jacobi Capital Management LLC | 2,837 | $686 | 12/31/2023 |
VBK | 2,837 | $686 | 12/31/2023 |
Stephenson National Bank & Trust | 2,604 | $679 | 03/31/2024 |
VBK | 2,604 | $679 | 03/31/2024 |
Aveo Capital Partners LLC | 2,808 | $679 | 12/31/2023 |
VBK | 2,808 | $679 | 12/31/2023 |
Revisor Wealth Management LLC | 2,665 | $671 | 03/31/2024 |
VBK | 2,665 | $671 | 03/31/2024 |
Heartwood Wealth Advisors LLC | 2,560 | $667 | 03/31/2024 |
VBK | 2,560 | $667 | 03/31/2024 |
Houlihan Financial Resource Group Ltd. | 2,743 | $663 | 12/31/2023 |
VBK | 2,743 | $663 | 12/31/2023 |
IFG Advisors LLC | 2,525 | $658 | 03/31/2024 |
VBK | 2,525 | $658 | 03/31/2024 |
Blackston Financial Advisory Group LLC | 2,717 | $657 | 12/31/2023 |
VBK | 2,717 | $657 | 12/31/2023 |
AdvisorNet Financial Inc | 2,511 | $655 | 03/31/2024 |
VBK | 2,511 | $655 | 03/31/2024 |
Hoge Financial Services LLC | 2,703 | $654 | 12/31/2023 |
VBK | 2,703 | $654 | 12/31/2023 |
Lane & Associates LLC | 2,496 | $651 | 03/31/2024 |
VBK | 2,496 | $651 | 03/31/2024 |
Cahill Financial Advisors Inc. | 2,692 | $651 | 12/31/2023 |
VBK | 2,692 | $651 | 12/31/2023 |
United Bank | 2,690 | $650 | 12/31/2023 |
VBK | 2,690 | $650 | 12/31/2023 |
Spire Wealth Management | 2,471 | $644 | 03/31/2024 |
VBK | 2,471 | $644 | 03/31/2024 |
Northern Oak Wealth Management Inc. | 2,660 | $643 | 12/31/2023 |
VBK | 2,660 | $643 | 12/31/2023 |
Continuum Advisory LLC | 2,631 | $640 | 12/31/2023 |
VBK | 2,631 | $640 | 12/31/2023 |
Ballentine Partners LLC | 2,440 | $636 | 03/31/2024 |
VBK | 2,440 | $636 | 03/31/2024 |
Fingerlakes Wealth Management Inc. | 2,424 | $632 | 03/31/2024 |
VBK | 2,424 | $632 | 03/31/2024 |
CAPROCK Group Inc. | 2,613 | $632 | 12/31/2023 |
VBK | 2,613 | $632 | 12/31/2023 |
Wealthsource Partners LLC | 2,606 | $630 | 12/31/2023 |
VBK | 2,606 | $630 | 12/31/2023 |
Forte Capital LLC ADV | 2,591 | $626 | 12/31/2023 |
VBK | 2,591 | $626 | 12/31/2023 |
BKM Wealth Management LLC | 2,359 | $615 | 03/31/2024 |
VBK | 2,359 | $615 | 03/31/2024 |
Rockbridge Investment Management LCC | 2,531 | $612 | 12/31/2023 |
VBK | 2,531 | $612 | 12/31/2023 |
First United Bank Trust | 2,518 | $609 | 12/31/2023 |
VBK | 2,518 | $609 | 12/31/2023 |
EisnerAmper Wealth Management Corporate Benefits LLC | 2,511 | $607 | 12/31/2023 |
VBK | 2,511 | $607 | 12/31/2023 |
Cary Street Partners Asset Management LLC | 2,508 | $606 | 12/31/2023 |
VBK | 2,508 | $606 | 12/31/2023 |
Mayfair Advisory Group LLC | 2,321 | $605 | 03/31/2024 |
VBK | 2,321 | $605 | 03/31/2024 |
Verity Asset Management Inc. | 2,504 | $605 | 12/31/2023 |
VBK | 2,504 | $605 | 12/31/2023 |
Cassaday & Co Wealth Management LLC | 2,477 | $599 | 12/31/2023 |
VBK | 2,477 | $599 | 12/31/2023 |
Aviso Wealth Management | 2,480 | $599 | 12/31/2023 |
VBK | 2,480 | $599 | 12/31/2023 |
Ziegler Capital Management LLC | 2,474 | $598 | 12/31/2023 |
VBK | 2,474 | $598 | 12/31/2023 |
Evergreen Capital Management LLC | 2,451 | $593 | 12/31/2023 |
VBK | 2,451 | $593 | 12/31/2023 |
Smithfield Trust Co. | 2,443 | $589 | 12/31/2023 |
VBK | 2,443 | $589 | 12/31/2023 |
Riverbridge Partners LLC | 2,431 | $588 | 12/31/2023 |
VBK | 2,431 | $588 | 12/31/2023 |
Gilliland Jeter Wealth Management LLC | 2,424 | $586 | 12/31/2023 |
VBK | 2,424 | $586 | 12/31/2023 |
Solutions 4 Wealth Ltd | 2,397 | $580 | 12/31/2023 |
VBK | 2,397 | $580 | 12/31/2023 |
Wiley BROS. Aintree Capital LLC | 2,370 | $577 | 03/31/2024 |
VBK | 2,370 | $577 | 03/31/2024 |
Key Financial Inc | 2,387 | $577 | 12/31/2023 |
VBK | 2,387 | $577 | 12/31/2023 |
Aspen Grove Capital LLC | 2,388 | $576 | 12/31/2023 |
VBK | 2,388 | $576 | 12/31/2023 |
Family Firm Inc. | 2,366 | $572 | 12/31/2023 |
VBK | 2,366 | $572 | 12/31/2023 |
Hexagon Capital Partners LLC | 2,175 | $567 | 03/31/2024 |
VBK | 2,175 | $567 | 03/31/2024 |
Carolinas Wealth Consulting LLC | 2,345 | $567 | 12/31/2023 |
VBK | 2,345 | $567 | 12/31/2023 |
Willis Johnson & Associates Inc. | 2,170 | $566 | 03/31/2024 |
VBK | 2,170 | $566 | 03/31/2024 |
O ROURKE & COMPANY Inc | 2,150 | $561 | 03/31/2024 |
VBK | 2,150 | $561 | 03/31/2024 |
Farther Finance Advisors LLC | 2,316 | $560 | 12/31/2023 |
VBK | 2,316 | $560 | 12/31/2023 |
Lindenwold Advisors | 2,312 | $559 | 12/31/2023 |
VBK | 2,312 | $559 | 12/31/2023 |
Kure Advisory LLC | 2,312 | $559 | 12/31/2023 |
VBK | 2,312 | $559 | 12/31/2023 |
Orin Green Financial LLC | 2,302 | $557 | 12/31/2023 |
VBK | 2,302 | $557 | 12/31/2023 |
Flagship Harbor Advisors LLC | 2,134 | $556 | 03/31/2024 |
VBK | 2,134 | $556 | 03/31/2024 |
Derbend Asset Management | 2,261 | $547 | 12/31/2023 |
VBK | 2,261 | $547 | 12/31/2023 |
Mutual Advisors LLC | 2,250 | $544 | 12/31/2023 |
VBK | 2,250 | $544 | 12/31/2023 |
Magnus Financial Group LLC | 2,250 | $544 | 12/31/2023 |
VBK | 2,250 | $544 | 12/31/2023 |
Salem Investment Counselors Inc. | 2,079 | $542 | 03/31/2024 |
VBK | 2,079 | $542 | 03/31/2024 |
Axxcess Wealth Management LLC | 2,240 | $542 | 12/31/2023 |
VBK | 2,240 | $542 | 12/31/2023 |
Bell Bank | 2,072 | $540 | 03/31/2024 |
VBK | 2,072 | $540 | 03/31/2024 |
Cherrydale Wealth Management LLC | 2,048 | $534 | 03/31/2024 |
VBK | 2,048 | $534 | 03/31/2024 |
StrategIQ Financial Group LLC | 2,204 | $533 | 12/31/2023 |
VBK | 2,204 | $533 | 12/31/2023 |
RKL Wealth Management LLC | 2,202 | $532 | 12/31/2023 |
VBK | 2,202 | $532 | 12/31/2023 |
Rinkey Investments | 2,198 | $531 | 12/31/2023 |
VBK | 2,198 | $531 | 12/31/2023 |
New England Private Wealth Advisors LLC | 2,179 | $527 | 12/31/2023 |
VBK | 2,179 | $527 | 12/31/2023 |
Apeiron RIA LLC | 2,005 | $523 | 03/31/2024 |
VBK | 2,005 | $523 | 03/31/2024 |
Sequoia Financial Advisors LLC | 2,162 | $523 | 12/31/2023 |
VBK | 2,162 | $523 | 12/31/2023 |
Hemington Wealth Management | 2,149 | $520 | 12/31/2023 |
VBK | 2,149 | $520 | 12/31/2023 |
CCG Wealth Management LLC | 1,988 | $518 | 03/31/2024 |
VBK | 1,988 | $518 | 03/31/2024 |
Pacific Sun Financial Corp | 2,134 | $516 | 12/31/2023 |
VBK | 2,134 | $516 | 12/31/2023 |
SPC Financial Inc. | 2,131 | $515 | 12/31/2023 |
VBK | 2,131 | $515 | 12/31/2023 |
Pegasus Partners Ltd. | 1,970 | $514 | 03/31/2024 |
VBK | 1,970 | $514 | 03/31/2024 |
Fusion Capital LLC | 2,122 | $513 | 12/31/2023 |
VBK | 2,122 | $513 | 12/31/2023 |
Northeast Investment Management | 2,115 | $511 | 12/31/2023 |
VBK | 2,115 | $511 | 12/31/2023 |
Glenview Trust Co | 2,087 | $505 | 12/31/2023 |
VBK | 2,087 | $505 | 12/31/2023 |
International Assets Investment Management LLC | 1,951 | $504 | 03/31/2024 |
VBK | 1,951 | $504 | 03/31/2024 |
Athena Investment Management | 2,055 | $497 | 12/31/2023 |
VBK | 2,055 | $497 | 12/31/2023 |
Financial Freedom LLC | 1,898 | $495 | 03/31/2024 |
VBK | 1,898 | $495 | 03/31/2024 |
Amplius Wealth Advisors LLC | 1,891 | $493 | 03/31/2024 |
VBK | 1,891 | $493 | 03/31/2024 |
Regions Financial Corp | 1,860 | $485 | 03/31/2024 |
VBK | 1,860 | $485 | 03/31/2024 |
1776 Wealth LLC | 1,998 | $483 | 12/31/2023 |
VBK | 1,998 | $483 | 12/31/2023 |
Shepherd Financial Partners LLC | 1,841 | $480 | 03/31/2024 |
VBK | 1,841 | $480 | 03/31/2024 |
Evanson Asset Management LLC | 1,839 | $479 | 03/31/2024 |
VBK | 1,839 | $479 | 03/31/2024 |
Key Client Fiduciary Advisors LLC | 1,822 | $475 | 03/31/2024 |
VBK | 1,822 | $475 | 03/31/2024 |
Parkside Financial Bank & Trust | 1,959 | $474 | 12/31/2023 |
VBK | 1,959 | $474 | 12/31/2023 |
Cozad Asset Management Inc. | 1,927 | $466 | 12/31/2023 |
VBK | 1,927 | $466 | 12/31/2023 |
WealthPlan Investment Management LLC | 1,928 | $466 | 12/31/2023 |
VBK | 1,928 | $466 | 12/31/2023 |
Private Ocean LLC | 1,773 | $462 | 03/31/2024 |
VBK | 1,773 | $462 | 03/31/2024 |
Level Four Advisory Services LLC | 1,912 | $462 | 12/31/2023 |
VBK | 1,912 | $462 | 12/31/2023 |
Salomon & Ludwin LLC | 1,905 | $461 | 12/31/2023 |
VBK | 1,905 | $461 | 12/31/2023 |
Taylor Financial Group Inc. | 1,896 | $458 | 12/31/2023 |
VBK | 1,896 | $458 | 12/31/2023 |
Regal Investment Advisors LLC | 1,887 | $456 | 12/31/2023 |
VBK | 1,887 | $456 | 12/31/2023 |
Cedar Brook Financial Partners LLC | 1,746 | $455 | 03/31/2024 |
VBK | 1,746 | $455 | 03/31/2024 |
Resolute Partners Group | 1,875 | $453 | 12/31/2023 |
VBK | 1,875 | $453 | 12/31/2023 |
Main Street Financial Solutions LLC | 1,735 | $452 | 03/31/2024 |
VBK | 1,735 | $452 | 03/31/2024 |
Good Life Advisors LLC | 1,870 | $452 | 12/31/2023 |
VBK | 1,870 | $452 | 12/31/2023 |
IFG Advisory LLC | 1,866 | $451 | 12/31/2023 |
VBK | 1,866 | $451 | 12/31/2023 |
Ashton Thomas Private Wealth LLC | 1,725 | $450 | 03/31/2024 |
VBK | 1,725 | $450 | 03/31/2024 |
Tower Research Capital LLC TRC | 1,861 | $450 | 12/31/2023 |
VBK | 1,861 | $450 | 12/31/2023 |
Petix & Botte Co | 1,860 | $450 | 12/31/2023 |
VBK | 1,860 | $450 | 12/31/2023 |
David Loasby | 1,927 | $447 | 12/31/2023 |
VBK | 1,927 | $447 | 12/31/2023 |
Thrive Wealth Management LLC | 1,708 | $445 | 03/31/2024 |
VBK | 1,708 | $445 | 03/31/2024 |
Cooper Financial Group | 1,695 | $442 | 03/31/2024 |
VBK | 1,695 | $442 | 03/31/2024 |
First Financialcorp IN | 1,692 | $441 | 03/31/2024 |
VBK | 1,692 | $441 | 03/31/2024 |
We Are One Seven LLC | 1,819 | $440 | 12/31/2023 |
VBK | 1,819 | $440 | 12/31/2023 |
First Manhattan Co. | 1,817 | $439 | 12/31/2023 |
VBK | 1,817 | $439 | 12/31/2023 |
Ellevest Inc. | 1,809 | $437 | 12/31/2023 |
VBK | 1,809 | $437 | 12/31/2023 |
AMG National Trust Bank | 1,793 | $433 | 12/31/2023 |
VBK | 1,793 | $433 | 12/31/2023 |
SOL Capital Management CO | 1,653 | $431 | 03/31/2024 |
VBK | 1,653 | $431 | 03/31/2024 |
Capital Investment Advisors LLC | 1,650 | $430 | 03/31/2024 |
VBK | 1,650 | $430 | 03/31/2024 |
Murphy Middleton Hinkle & Parker Inc. | 1,635 | $426 | 03/31/2024 |
VBK | 1,635 | $426 | 03/31/2024 |
Moloney Securities Asset Management LLC | 1,759 | $425 | 12/31/2023 |
VBK | 1,759 | $425 | 12/31/2023 |
EWA LLC | 1,778 | $425 | 12/31/2023 |
VBK | 1,778 | $425 | 12/31/2023 |
CoreCap Advisors LLC | 1,758 | $425 | 12/31/2023 |
VBK | 1,758 | $425 | 12/31/2023 |
MWA Asset Management | 1,748 | $423 | 12/31/2023 |
VBK | 1,748 | $423 | 12/31/2023 |
Hsbc Holdings PLC | 1,731 | $419 | 12/31/2023 |
VBK | 1,731 | $419 | 12/31/2023 |
HC Advisors LLC | 1,731 | $419 | 12/31/2023 |
VBK | 1,731 | $419 | 12/31/2023 |
Regent Peak Wealth Advisors LLC | 1,722 | $416 | 12/31/2023 |
VBK | 1,722 | $416 | 12/31/2023 |
Ieq Capital LLC | 1,701 | $411 | 12/31/2023 |
VBK | 1,701 | $411 | 12/31/2023 |
Sigma Investment Counselors Inc. | 1,567 | $409 | 03/31/2024 |
VBK | 1,567 | $409 | 03/31/2024 |
Carmichael Hill & Associates Inc. | 1,570 | $409 | 03/31/2024 |
VBK | 1,570 | $409 | 03/31/2024 |
Unconventional Investor LLC | 1,689 | $408 | 12/31/2023 |
VBK | 1,689 | $408 | 12/31/2023 |
Kovack Advisors Inc. | 1,556 | $406 | 03/31/2024 |
VBK | 1,556 | $406 | 03/31/2024 |
Valley Forge Investment Consultants Inc. ADV | 1,676 | $405 | 12/31/2023 |
VBK | 1,676 | $405 | 12/31/2023 |
Financial Insights Inc. | 1,536 | $401 | 03/31/2024 |
VBK | 1,536 | $401 | 03/31/2024 |
S.A. Mason LLC | 1,539 | $401 | 03/31/2024 |
VBK | 1,539 | $401 | 03/31/2024 |
Pine Valley Investments Ltd Liability Co | 1,659 | $401 | 12/31/2023 |
VBK | 1,659 | $401 | 12/31/2023 |
Dynamic Advisor Solutions LLC | 1,529 | $399 | 03/31/2024 |
VBK | 1,529 | $399 | 03/31/2024 |
Wells Financial Advisors INC | 1,642 | $397 | 12/31/2023 |
VBK | 1,642 | $397 | 12/31/2023 |
QRG Capital Management Inc. | 1,636 | $396 | 12/31/2023 |
VBK | 1,636 | $396 | 12/31/2023 |
Planning Directions Inc. | 1,632 | $395 | 12/31/2023 |
VBK | 1,632 | $395 | 12/31/2023 |
Beacon Financial Advisory LLC | 1,627 | $393 | 12/31/2023 |
VBK | 1,627 | $393 | 12/31/2023 |
Bowman & Co S.C. | 1,500 | $391 | 03/31/2024 |
VBK | 1,500 | $391 | 03/31/2024 |
Prospect Financial Services LLC | 1,485 | $387 | 03/31/2024 |
VBK | 1,485 | $387 | 03/31/2024 |
Buckingham Strategic Partners | 1,599 | $387 | 12/31/2023 |
VBK | 1,599 | $387 | 12/31/2023 |
Lido Advisors LLC | 1,591 | $385 | 12/31/2023 |
VBK | 1,591 | $385 | 12/31/2023 |
Oppenheimer & Co. Inc. | 1,580 | $382 | 12/31/2023 |
VBK | 1,580 | $382 | 12/31/2023 |
Clearwater Capital Advisors LLC | 1,577 | $381 | 12/31/2023 |
VBK | 1,577 | $381 | 12/31/2023 |
Burney Co. | 1,543 | $373 | 12/31/2023 |
VBK | 1,543 | $373 | 12/31/2023 |
Principle Wealth Partners LLC | 1,419 | $370 | 03/31/2024 |
VBK | 1,419 | $370 | 03/31/2024 |
Principal Securities Inc. | 1,531 | $370 | 12/31/2023 |
VBK | 1,531 | $370 | 12/31/2023 |
ARK & TLK Investments LLC | 1,527 | $369 | 12/31/2023 |
VBK | 1,527 | $369 | 12/31/2023 |
Wallace Advisory Group LLC | 1,515 | $366 | 03/31/2024 |
VBK | 1,515 | $366 | 03/31/2024 |
Northstar Asset Management LLC | 1,510 | $365 | 12/31/2023 |
VBK | 1,510 | $365 | 12/31/2023 |
Agate Pass Investment Management LLC | 1,378 | $359 | 03/31/2024 |
VBK | 1,378 | $359 | 03/31/2024 |
Citizens Financial Group Inc RI | 1,486 | $359 | 12/31/2023 |
VBK | 1,486 | $359 | 12/31/2023 |
Brandywine Oak Private Wealth LLC | 1,476 | $357 | 12/31/2023 |
VBK | 1,476 | $357 | 12/31/2023 |
Bluesphere Advisors LLC | 1,366 | $356 | 03/31/2024 |
VBK | 1,366 | $356 | 03/31/2024 |
Snowden Capital Advisors LLC | 1,473 | $356 | 12/31/2023 |
VBK | 1,473 | $356 | 12/31/2023 |
Apella Capital LLC | 1,380 | $355 | 03/31/2024 |
VBK | 1,380 | $355 | 03/31/2024 |
Strategic Financial Concepts LLC | 1,358 | $354 | 03/31/2024 |
VBK | 1,358 | $354 | 03/31/2024 |
Silvercrest Asset Management Group LLC | 1,463 | $354 | 12/31/2023 |
VBK | 1,463 | $354 | 12/31/2023 |
BIP Wealth LLC | 1,463 | $354 | 12/31/2023 |
VBK | 1,463 | $354 | 12/31/2023 |
Mission Creek Capital Partners Inc. | 1,464 | $354 | 12/31/2023 |
VBK | 1,464 | $354 | 12/31/2023 |
Garden State Investment Advisory Services LLC | 1,439 | $348 | 12/31/2023 |
VBK | 1,439 | $348 | 12/31/2023 |
Pinnacle Bank | 1,327 | $346 | 03/31/2024 |
VBK | 1,327 | $346 | 03/31/2024 |
Sutton Place Investors LLC | 1,322 | $345 | 03/31/2024 |
VBK | 1,322 | $345 | 03/31/2024 |
Nwam LLC | 1,425 | $345 | 12/31/2023 |
VBK | 1,425 | $345 | 12/31/2023 |
Jeppson Wealth Management LLC | 1,320 | $344 | 03/31/2024 |
VBK | 1,320 | $344 | 03/31/2024 |
American Money Management LLC | 1,419 | $343 | 12/31/2023 |
VBK | 1,419 | $343 | 12/31/2023 |
Klingman & Associates LLC | 1,407 | $340 | 12/31/2023 |
VBK | 1,407 | $340 | 12/31/2023 |
Segment Wealth Management LLC | 1,295 | $338 | 03/31/2024 |
VBK | 1,295 | $338 | 03/31/2024 |
Green Harvest Asset Management LLC | 1,400 | $338 | 12/31/2023 |
VBK | 1,400 | $338 | 12/31/2023 |
Lee Danner & Bass Inc. | 1,391 | $336 | 12/31/2023 |
VBK | 1,391 | $336 | 12/31/2023 |
Davis Investment Partners LLC | 1,325 | $334 | 03/31/2024 |
VBK | 1,325 | $334 | 03/31/2024 |
Clearstead Advisors LLC | 1,358 | $328 | 12/31/2023 |
VBK | 1,358 | $328 | 12/31/2023 |
Narwhal Capital Management | 1,351 | $327 | 12/31/2023 |
VBK | 1,351 | $327 | 12/31/2023 |
Sax Wealth Advisors LLC | 1,349 | $326 | 12/31/2023 |
VBK | 1,349 | $326 | 12/31/2023 |
Linscomb & Williams Inc. | 1,345 | $325 | 12/31/2023 |
VBK | 1,345 | $325 | 12/31/2023 |
Cutler Investment Counsel LLC | 1,339 | $324 | 12/31/2023 |
VBK | 1,339 | $324 | 12/31/2023 |
Silverlake Wealth Management LLC | 1,238 | $323 | 03/31/2024 |
VBK | 1,238 | $323 | 03/31/2024 |
Anchor Investment Management LLC | 1,334 | $322 | 12/31/2023 |
VBK | 1,334 | $322 | 12/31/2023 |
NorthRock Partners LLC | 1,326 | $321 | 12/31/2023 |
VBK | 1,326 | $321 | 12/31/2023 |
Bogart Wealth LLC | 1,228 | $320 | 03/31/2024 |
VBK | 1,228 | $320 | 03/31/2024 |
PAX Financial Group LLC | 1,314 | $320 | 12/31/2023 |
VBK | 1,314 | $320 | 12/31/2023 |
Invictus Private Wealth LLC | 1,323 | $320 | 12/31/2023 |
VBK | 1,323 | $320 | 12/31/2023 |
Delta Financial Group Inc. | 1,325 | $320 | 12/31/2023 |
VBK | 1,325 | $320 | 12/31/2023 |
NavPoint Financial Inc. | 1,323 | $320 | 12/31/2023 |
VBK | 1,323 | $320 | 12/31/2023 |
Steel Peak Wealth Management LLC | 1,220 | $318 | 03/31/2024 |
VBK | 1,220 | $318 | 03/31/2024 |
Portside Wealth Group LLC | 1,221 | $318 | 03/31/2024 |
VBK | 1,221 | $318 | 03/31/2024 |
GPS Wealth Strategies Group LLC | 1,314 | $318 | 12/31/2023 |
VBK | 1,314 | $318 | 12/31/2023 |
Green Square Capital Advisors LLC | 1,310 | $317 | 12/31/2023 |
VBK | 1,310 | $317 | 12/31/2023 |
Dorsey & Whitney Trust CO LLC | 1,310 | $317 | 12/31/2023 |
VBK | 1,310 | $317 | 12/31/2023 |
McGuire Investment Group LLC | 1,296 | $313 | 12/31/2023 |
VBK | 1,296 | $313 | 12/31/2023 |
WBH Advisory Inc. | 1,185 | $309 | 03/31/2024 |
VBK | 1,185 | $309 | 03/31/2024 |
Cardiff Park Advisors LLC | 1,275 | $308 | 12/31/2023 |
VBK | 1,275 | $308 | 12/31/2023 |
Kohmann Bosshard Financial Services LLC | 1,173 | $306 | 03/31/2024 |
VBK | 1,173 | $306 | 03/31/2024 |
Zions Bancorporation N.A. | 1,257 | $304 | 12/31/2023 |
VBK | 1,257 | $304 | 12/31/2023 |
Oldfather Financial Services LLC | 1,153 | $301 | 03/31/2024 |
VBK | 1,153 | $301 | 03/31/2024 |
Courier Capital LLC | 1,144 | $298 | 03/31/2024 |
VBK | 1,144 | $298 | 03/31/2024 |
Brown Brothers Harriman & Co. | 1,229 | $297 | 12/31/2023 |
VBK | 1,229 | $297 | 12/31/2023 |
Strategic Financial Services Inc | 1,227 | $297 | 12/31/2023 |
VBK | 1,227 | $297 | 12/31/2023 |
LongView Wealth Management | 1,122 | $292 | 03/31/2024 |
VBK | 1,122 | $292 | 03/31/2024 |
Marino Stram & Associates LLC | 1,112 | $290 | 03/31/2024 |
VBK | 1,112 | $290 | 03/31/2024 |
Chapin Davis Inc. | 1,109 | $289 | 03/31/2024 |
VBK | 1,109 | $289 | 03/31/2024 |
Verus Financial Partners Inc. | 1,217 | $288 | 12/31/2023 |
VBK | 1,217 | $288 | 12/31/2023 |
Sound View Wealth Advisors Group LLC | 1,193 | $288 | 12/31/2023 |
VBK | 1,193 | $288 | 12/31/2023 |
Sightline Wealth Advisors LLC | 1,097 | $286 | 03/31/2024 |
VBK | 1,097 | $286 | 03/31/2024 |
Fairman Group LLC | 1,177 | $285 | 12/31/2023 |
VBK | 1,177 | $285 | 12/31/2023 |
Fisher Asset Management LLC | 1,170 | $283 | 12/31/2023 |
VBK | 1,170 | $283 | 12/31/2023 |
TFG Advisers LLC | 1,172 | $283 | 12/31/2023 |
VBK | 1,172 | $283 | 12/31/2023 |
Legacy Capital Wealth Partners LLC | 1,147 | $277 | 12/31/2023 |
VBK | 1,147 | $277 | 12/31/2023 |
First American Trust FSB | 1,142 | $276 | 12/31/2023 |
VBK | 1,142 | $276 | 12/31/2023 |
Two Sigma Securities LLC | 1,130 | $273 | 12/31/2023 |
VBK | 1,130 | $273 | 12/31/2023 |
Cove Private Wealth LLC | 1,130 | $273 | 12/31/2023 |
VBK | 1,130 | $273 | 12/31/2023 |
Deutsche Bank AG | 1,123 | $272 | 12/31/2023 |
VBK | 1,123 | $272 | 12/31/2023 |
Dupree Financial Group LLC | 1,038 | $271 | 03/31/2024 |
VBK | 1,038 | $271 | 03/31/2024 |
Novare Capital Management LLC | 1,120 | $271 | 12/31/2023 |
VBK | 1,120 | $271 | 12/31/2023 |
Carr Financial Group Corp | 1,032 | $269 | 03/31/2024 |
VBK | 1,032 | $269 | 03/31/2024 |
FDx Advisors Inc. | 1,113 | $269 | 12/31/2023 |
VBK | 1,113 | $269 | 12/31/2023 |
PCA Investment Advisory Services Inc. | 1,114 | $269 | 12/31/2023 |
VBK | 1,114 | $269 | 12/31/2023 |
Watershed Private Wealth LLC | 1,101 | $266 | 12/31/2023 |
VBK | 1,101 | $266 | 12/31/2023 |
BNP Paribas Arbitrage SA | 1,096 | $265 | 12/31/2023 |
VBK | 1,096 | $265 | 12/31/2023 |
Compass Advisory Group LLC | 1,096 | $265 | 12/31/2023 |
VBK | 1,096 | $265 | 12/31/2023 |
Greenwood Capital Associates LLC | 1,089 | $263 | 12/31/2023 |
VBK | 1,089 | $263 | 12/31/2023 |
JMG Financial Group Ltd. | 1,087 | $263 | 12/31/2023 |
VBK | 1,087 | $263 | 12/31/2023 |
Mycio Wealth Partners LLC | 1,087 | $263 | 12/31/2023 |
VBK | 1,087 | $263 | 12/31/2023 |
Foundations Investment Advisors LLC | 1,102 | $263 | 12/31/2023 |
VBK | 1,102 | $263 | 12/31/2023 |
PDS Planning Inc | 1,085 | $262 | 12/31/2023 |
VBK | 1,085 | $262 | 12/31/2023 |
TPG Financial Advisors LLC | 1,107 | $262 | 12/31/2023 |
VBK | 1,107 | $262 | 12/31/2023 |
Moisand Fitzgerald Tamayo LLC | 1,000 | $261 | 03/31/2024 |
VBK | 1,000 | $261 | 03/31/2024 |
Edge Financial Advisors LLC | 1,001 | $261 | 03/31/2024 |
VBK | 1,001 | $261 | 03/31/2024 |
Private Advisory Group LLC | 1,078 | $261 | 12/31/2023 |
VBK | 1,078 | $261 | 12/31/2023 |
Arkadios Wealth Advisors | 1,081 | $261 | 12/31/2023 |
VBK | 1,081 | $261 | 12/31/2023 |
Smith Moore & CO. | 1,071 | $259 | 12/31/2023 |
VBK | 1,071 | $259 | 12/31/2023 |
Steele Capital Management Inc. | 990 | $258 | 03/31/2024 |
VBK | 990 | $258 | 03/31/2024 |
Plancorp LLC | 1,064 | $257 | 12/31/2023 |
VBK | 1,064 | $257 | 12/31/2023 |
Von Berge Wealth Management Group LLC | 972 | $253 | 03/31/2024 |
VBK | 972 | $253 | 03/31/2024 |
Red Door Wealth Management LLC | 968 | $252 | 03/31/2024 |
VBK | 968 | $252 | 03/31/2024 |
Parsons Capital Management Inc. RI | 955 | $249 | 03/31/2024 |
VBK | 955 | $249 | 03/31/2024 |
TI Trust Inc. | 954 | $249 | 03/31/2024 |
VBK | 954 | $249 | 03/31/2024 |
Signaturefd LLC | 1,021 | $247 | 12/31/2023 |
VBK | 1,021 | $247 | 12/31/2023 |
CWA Asset Management Group LLC | 1,018 | $246 | 12/31/2023 |
VBK | 1,018 | $246 | 12/31/2023 |
First Trust Investment Solutions L.P. | 1,017 | $246 | 12/31/2023 |
VBK | 1,017 | $246 | 12/31/2023 |
Wealthspan Partners LLC | 1,010 | $244 | 12/31/2023 |
VBK | 1,010 | $244 | 12/31/2023 |
Essex Financial Services Inc. | 930 | $243 | 03/31/2024 |
VBK | 930 | $243 | 03/31/2024 |
Apexium Financial LP | 926 | $241 | 03/31/2024 |
VBK | 926 | $241 | 03/31/2024 |
Saxon Interests Inc. | 923 | $241 | 03/31/2024 |
VBK | 923 | $241 | 03/31/2024 |
InterOcean Capital Group LLC | 982 | $237 | 12/31/2023 |
VBK | 982 | $237 | 12/31/2023 |
Southland Equity Partners LLC | 893 | $233 | 03/31/2024 |
VBK | 893 | $233 | 03/31/2024 |
KMG Fiduciary Partners LLC | 890 | $232 | 03/31/2024 |
VBK | 890 | $232 | 03/31/2024 |
Wealth Effects LLC | 887 | $231 | 03/31/2024 |
VBK | 887 | $231 | 03/31/2024 |
Pure Financial Advisors Inc. | 882 | $230 | 03/31/2024 |
VBK | 882 | $230 | 03/31/2024 |
Ritholtz Wealth Management | 878 | $229 | 03/31/2024 |
VBK | 878 | $229 | 03/31/2024 |
CIC Wealth LLC | 877 | $229 | 03/31/2024 |
VBK | 877 | $229 | 03/31/2024 |
MY Purposeful Wealth CORP. | 942 | $228 | 12/31/2023 |
VBK | 942 | $228 | 12/31/2023 |
Means Investment CO. Inc. | 871 | $227 | 03/31/2024 |
VBK | 871 | $227 | 03/31/2024 |
APCM Wealth Management for Individuals | 865 | $226 | 03/31/2024 |
VBK | 865 | $226 | 03/31/2024 |
Steigerwald Gordon & Koch Inc. | 866 | $226 | 03/31/2024 |
VBK | 866 | $226 | 03/31/2024 |
Galvin Gaustad & Stein LLC | 864 | $225 | 03/31/2024 |
VBK | 864 | $225 | 03/31/2024 |
Greenleaf Trust | 926 | $224 | 12/31/2023 |
VBK | 926 | $224 | 12/31/2023 |
Northwest Financial Advisors | 927 | $224 | 12/31/2023 |
VBK | 927 | $224 | 12/31/2023 |
Pinnacle Wealth Management Advisory Group LLC | 922 | $223 | 12/31/2023 |
VBK | 922 | $223 | 12/31/2023 |
Jamison Private Wealth Management Inc. | 924 | $223 | 12/31/2023 |
VBK | 924 | $223 | 12/31/2023 |
Accurate Wealth Management LLC | 935 | $222 | 03/31/2024 |
VBK | 935 | $222 | 03/31/2024 |
Sage Financial Management Group Inc. | 918 | $222 | 12/31/2023 |
VBK | 918 | $222 | 12/31/2023 |
Wsfs Capital Management LLC | 909 | $220 | 12/31/2023 |
VBK | 909 | $220 | 12/31/2023 |
Fiduciary Trust Co. | 907 | $219 | 12/31/2023 |
VBK | 907 | $219 | 12/31/2023 |
Macroview Investment Management LLC | 888 | $215 | 12/31/2023 |
VBK | 888 | $215 | 12/31/2023 |
Freestone Capital Holdings LLC | 879 | $213 | 12/31/2023 |
VBK | 879 | $213 | 12/31/2023 |
Rollins Financial | 881 | $213 | 12/31/2023 |
VBK | 881 | $213 | 12/31/2023 |
Rollins Financial Advisors LLC | 881 | $213 | 12/31/2023 |
VBK | 881 | $213 | 12/31/2023 |
Private Trust Co. NA | 804 | $210 | 03/31/2024 |
VBK | 804 | $210 | 03/31/2024 |
Monticello Wealth Management LLC | 805 | $210 | 03/31/2024 |
VBK | 805 | $210 | 03/31/2024 |
Berger Financial Group Inc | 807 | $210 | 03/31/2024 |
VBK | 807 | $210 | 03/31/2024 |
American National Bank | 800 | $209 | 03/31/2024 |
VBK | 800 | $209 | 03/31/2024 |
Change Path LLC | 857 | $207 | 12/31/2023 |
VBK | 857 | $207 | 12/31/2023 |
Soundmark Wealth Management LLC | 789 | $206 | 03/31/2024 |
VBK | 789 | $206 | 03/31/2024 |
HM Payson & Co. | 853 | $206 | 12/31/2023 |
VBK | 853 | $206 | 12/31/2023 |
Strategic Family Wealth Counselors L.L.C. | 853 | $206 | 12/31/2023 |
VBK | 853 | $206 | 12/31/2023 |
Schechter Investment Advisors LLC | 850 | $206 | 12/31/2023 |
VBK | 850 | $206 | 12/31/2023 |
Gradient Investments LLC | 785 | $205 | 03/31/2024 |
VBK | 785 | $205 | 03/31/2024 |
Capital Investment Advisory Services LLC | 785 | $205 | 03/31/2024 |
VBK | 785 | $205 | 03/31/2024 |
HBK Sorce Advisory LLC | 849 | $205 | 12/31/2023 |
VBK | 849 | $205 | 12/31/2023 |
Gemmer Asset Management LLC | 783 | $204 | 03/31/2024 |
VBK | 783 | $204 | 03/31/2024 |
N.E.W. Advisory Services LLC | 784 | $204 | 03/31/2024 |
VBK | 784 | $204 | 03/31/2024 |
Capstone Triton Financial Group LLC | 782 | $204 | 03/31/2024 |
VBK | 782 | $204 | 03/31/2024 |
Rockland Trust Co. | 780 | $203 | 03/31/2024 |
VBK | 780 | $203 | 03/31/2024 |
Rossmore Private Capital | 835 | $202 | 12/31/2023 |
VBK | 835 | $202 | 12/31/2023 |
MPS Loria Financial Planners LLC | 770 | $201 | 03/31/2024 |
VBK | 770 | $201 | 03/31/2024 |
Argent Advisors Inc. | 830 | $201 | 12/31/2023 |
VBK | 830 | $201 | 12/31/2023 |
Crescent Grove Advisors LLC | 832 | $201 | 12/31/2023 |
VBK | 832 | $201 | 12/31/2023 |
Proffitt & Goodson Inc. | 749 | $195 | 03/31/2024 |
VBK | 749 | $195 | 03/31/2024 |
Independence Bank of Kentucky | 741 | $193 | 03/31/2024 |
VBK | 741 | $193 | 03/31/2024 |
Angeles Wealth Management LLC | 792 | $191 | 12/31/2023 |
VBK | 792 | $191 | 12/31/2023 |
New Millennium Group LLC | 779 | $188 | 12/31/2023 |
VBK | 779 | $188 | 12/31/2023 |
North Star Investment Management Corp. | 772 | $187 | 12/31/2023 |
VBK | 772 | $187 | 12/31/2023 |
Capital Advisors Ltd. LLC | 697 | $182 | 03/31/2024 |
VBK | 697 | $182 | 03/31/2024 |
Milestone Investment Advisors LLC | 741 | $179 | 12/31/2023 |
VBK | 741 | $179 | 12/31/2023 |
LM Advisors LLC | 700 | $169 | 12/31/2023 |
VBK | 700 | $169 | 12/31/2023 |
Proequities Inc. | 691 | $167 | 12/31/2023 |
VBK | 691 | $167 | 12/31/2023 |
First Pacific Financial | 635 | $166 | 03/31/2024 |
VBK | 635 | $166 | 03/31/2024 |
Jackson Grant Investment Advisers Inc. | 680 | $164 | 12/31/2023 |
VBK | 680 | $164 | 12/31/2023 |
West Oak Capital LLC | 620 | $162 | 03/31/2024 |
VBK | 620 | $162 | 03/31/2024 |
O Dell Group LLC | 672 | $162 | 12/31/2023 |
VBK | 672 | $162 | 12/31/2023 |
Norwood Financial Corp | 613 | $160 | 03/31/2024 |
VBK | 613 | $160 | 03/31/2024 |
Simplex Trading LLC | 603 | $157 | 03/31/2024 |
VBK | 603 | $157 | 03/31/2024 |
Coppell Advisory Solutions LLC | 625 | $151 | 12/31/2023 |
VBK | 625 | $151 | 12/31/2023 |
Rocky Mountain Advisers LLC | 550 | $133 | 12/31/2023 |
VBK | 550 | $133 | 12/31/2023 |
Lazard Asset Management LLC | 550 | $132 | 12/31/2023 |
VBK | 550 | $132 | 12/31/2023 |
Investors Research Corp | 545 | $132 | 12/31/2023 |
VBK | 545 | $132 | 12/31/2023 |
RE Dickinson Investment Advisors LLC | 548 | $132 | 12/31/2023 |
VBK | 548 | $132 | 12/31/2023 |
Logan Capital Management Inc. | 532 | $129 | 12/31/2023 |
VBK | 532 | $129 | 12/31/2023 |
Barclays PLC | 530 | $128 | 12/31/2023 |
VBK | 530 | $128 | 12/31/2023 |
Legacy Bridge LLC | 470 | $123 | 03/31/2024 |
VBK | 470 | $123 | 03/31/2024 |
DT Investment Partners LLC | 513 | $123 | 12/31/2023 |
VBK | 513 | $123 | 12/31/2023 |
Benjamin Edwards Inc. | 500 | $121 | 12/31/2023 |
VBK | 500 | $121 | 12/31/2023 |
Financial Gravity Asset Management Inc. | 494 | $119 | 12/31/2023 |
VBK | 494 | $119 | 12/31/2023 |
Iron Horse Wealth Management LLC | 445 | $116 | 03/31/2024 |
VBK | 445 | $116 | 03/31/2024 |
Coastal Investment Advisors Inc. | 436 | $114 | 03/31/2024 |
VBK | 436 | $114 | 03/31/2024 |
Financial Perspectives Inc | 432 | $113 | 03/31/2024 |
VBK | 432 | $113 | 03/31/2024 |
Guardian Wealth Advisors LLC NC | 463 | $112 | 12/31/2023 |
VBK | 463 | $112 | 12/31/2023 |
PSI Advisors LLC | 400 | $104 | 03/31/2024 |
VBK | 400 | $104 | 03/31/2024 |
Piscataqua Savings Bank | 400 | $104 | 03/31/2024 |
VBK | 400 | $104 | 03/31/2024 |
Cassady Schiller Wealth Management LLC | 430 | $104 | 12/31/2023 |
VBK | 430 | $104 | 12/31/2023 |
Colonial Trust Co SC | 427 | $103 | 12/31/2023 |
VBK | 427 | $103 | 12/31/2023 |
Register Financial Advisors LLC | 390 | $102 | 03/31/2024 |
VBK | 390 | $102 | 03/31/2024 |
Concord Wealth Partners | 420 | $102 | 12/31/2023 |
VBK | 420 | $102 | 12/31/2023 |
Venturi Wealth Management LLC | 382 | $100 | 03/31/2024 |
VBK | 382 | $100 | 03/31/2024 |
GoalVest Advisory LLC | 379 | $99 | 03/31/2024 |
VBK | 379 | $99 | 03/31/2024 |
Strategic Investment Solutions Inc. IL | 407 | $99 | 12/31/2023 |
VBK | 407 | $99 | 12/31/2023 |
Armstrong Advisory Group Inc. | 401 | $97 | 03/31/2024 |
VBK | 401 | $97 | 03/31/2024 |
Sandy Spring Bank | 395 | $96 | 12/31/2023 |
VBK | 395 | $96 | 12/31/2023 |
Ronald Blue Trust Inc. | 393 | $95 | 12/31/2023 |
VBK | 393 | $95 | 12/31/2023 |
JFS Wealth Advisors LLC | 390 | $94 | 12/31/2023 |
VBK | 390 | $94 | 12/31/2023 |
Ramirez Asset Management Inc. | 380 | $92 | 12/31/2023 |
VBK | 380 | $92 | 12/31/2023 |
Planned Solutions Inc. | 365 | $88 | 12/31/2023 |
VBK | 365 | $88 | 12/31/2023 |
Northwest Capital Management Inc | 321 | $84 | 03/31/2024 |
VBK | 321 | $84 | 03/31/2024 |
Baystate Wealth Management LLC | 348 | $84 | 12/31/2023 |
VBK | 348 | $84 | 12/31/2023 |
Colonial Trust Advisors | 346 | $84 | 12/31/2023 |
VBK | 346 | $84 | 12/31/2023 |
Russell Investments Group Ltd. | 343 | $83 | 12/31/2023 |
VBK | 343 | $83 | 12/31/2023 |
Truvestments Capital LLC | 318 | $77 | 12/31/2023 |
VBK | 318 | $77 | 12/31/2023 |
JDM Financial Group LLC | 320 | $77 | 12/31/2023 |
VBK | 320 | $77 | 12/31/2023 |
Pittenger & Anderson Inc. | 312 | $75 | 12/31/2023 |
VBK | 312 | $75 | 12/31/2023 |
TCTC Holdings LLC | 300 | $73 | 12/31/2023 |
VBK | 300 | $73 | 12/31/2023 |
ICA Group Wealth Management LLC | 285 | $69 | 12/31/2023 |
VBK | 285 | $69 | 12/31/2023 |
Hanson & Doremus Investment Management | 261 | $68 | 03/31/2024 |
VBK | 261 | $68 | 03/31/2024 |
City State Bank | 260 | $68 | 03/31/2024 |
VBK | 260 | $68 | 03/31/2024 |
Addison Advisors LLC | 255 | $62 | 12/31/2023 |
VBK | 255 | $62 | 12/31/2023 |
Hazlett Burt & Watson Inc. | 247 | $61 | 12/31/2023 |
VBK | 247 | $61 | 12/31/2023 |
DB Wealth Management Group LLC | 251 | $61 | 12/31/2023 |
VBK | 251 | $61 | 12/31/2023 |
Mitchell Sinkler & Starr PA | 250 | $60 | 12/31/2023 |
VBK | 250 | $60 | 12/31/2023 |
Provence Wealth Management Group | 249 | $60 | 12/31/2023 |
VBK | 249 | $60 | 12/31/2023 |
WASHINGTON TRUST Co | 225 | $59 | 03/31/2024 |
VBK | 225 | $59 | 03/31/2024 |
Cardinal Strategic Wealth Guidance | 227 | $59 | 03/31/2024 |
VBK | 227 | $59 | 03/31/2024 |
JNBA Financial Advisors | 246 | $59 | 12/31/2023 |
VBK | 246 | $59 | 12/31/2023 |
Opal Wealth Advisors LLC | 223 | $58 | 03/31/2024 |
VBK | 223 | $58 | 03/31/2024 |
Valued Wealth Advisors LLC | 235 | $57 | 12/31/2023 |
VBK | 235 | $57 | 12/31/2023 |
Whittier Trust Co. of Nevada Inc. | 232 | $56 | 12/31/2023 |
VBK | 232 | $56 | 12/31/2023 |
Bangor Savings Bank | 211 | $55 | 03/31/2024 |
VBK | 211 | $55 | 03/31/2024 |
Creekmur Asset Management LLC | 227 | $55 | 12/31/2023 |
VBK | 227 | $55 | 12/31/2023 |
Ancora Advisors LLC | 222 | $54 | 12/31/2023 |
VBK | 222 | $54 | 12/31/2023 |
Caldwell Sutter Capital Inc. | 204 | $53 | 03/31/2024 |
VBK | 204 | $53 | 03/31/2024 |
Bellevue Asset Management LLC | 205 | $50 | 12/31/2023 |
VBK | 205 | $50 | 12/31/2023 |
Bradley & Co. Private Wealth Management LLC | 200 | $48 | 12/31/2023 |
VBK | 200 | $48 | 12/31/2023 |
Matrix Private Capital Group LLC | 190 | $46 | 12/31/2023 |
VBK | 190 | $46 | 12/31/2023 |
Smartleaf Asset Management LLC | 178 | $44 | 12/31/2023 |
VBK | 178 | $44 | 12/31/2023 |
Caitlin John LLC | 181 | $44 | 12/31/2023 |
VBK | 181 | $44 | 12/31/2023 |
EPG Wealth Management LLC | 180 | $43 | 12/31/2023 |
VBK | 180 | $43 | 12/31/2023 |
IAG Wealth Partners LLC | 161 | $42 | 03/31/2024 |
VBK | 161 | $42 | 03/31/2024 |
McIlrath & Eck LLC | 173 | $42 | 12/31/2023 |
VBK | 173 | $42 | 12/31/2023 |
VitalStone Financial LLC | 172 | $42 | 12/31/2023 |
VBK | 172 | $42 | 12/31/2023 |
Baldwin Brothers Inc. MA | 146 | $38 | 03/31/2024 |
VBK | 146 | $38 | 03/31/2024 |
Missouri Trust & Investment Co | 151 | $37 | 12/31/2023 |
VBK | 151 | $37 | 12/31/2023 |
Tompkins Financial Corp | 139 | $36 | 03/31/2024 |
VBK | 139 | $36 | 03/31/2024 |
GAMMA Investing LLC | 137 | $36 | 03/31/2024 |
VBK | 137 | $36 | 03/31/2024 |
NBC Securities Inc. | 136 | $35 | 03/31/2024 |
VBK | 136 | $35 | 03/31/2024 |
MV Capital Management Inc. | 136 | $35 | 03/31/2024 |
VBK | 136 | $35 | 03/31/2024 |
BlackRock Inc. | 146 | $35 | 12/31/2023 |
VBK | 146 | $35 | 12/31/2023 |
Householder Group Estate & Retirement Specialist LLC | 144 | $35 | 12/31/2023 |
VBK | 144 | $35 | 12/31/2023 |
Jackson Hole Capital Partners LLC | 140 | $34 | 12/31/2023 |
VBK | 140 | $34 | 12/31/2023 |
Global Wealth Strategies & Associates | 126 | $33 | 03/31/2024 |
VBK | 126 | $33 | 03/31/2024 |
First Command Advisory Services Inc. | 138 | $33 | 12/31/2023 |
VBK | 138 | $33 | 12/31/2023 |
Raleigh Capital Management Inc. | 135 | $33 | 12/31/2023 |
VBK | 135 | $33 | 12/31/2023 |
Provident Wealth Management LLC | 120 | $31 | 03/31/2024 |
VBK | 120 | $31 | 03/31/2024 |
Westside Investment Management Inc. | 116 | $30 | 03/31/2024 |
VBK | 116 | $30 | 03/31/2024 |
Grove Bank & Trust | 126 | $30 | 12/31/2023 |
VBK | 126 | $30 | 12/31/2023 |
Park Place Capital Corp | 110 | $29 | 03/31/2024 |
VBK | 110 | $29 | 03/31/2024 |
BOK Financial Private Wealth Inc. | 120 | $29 | 12/31/2023 |
VBK | 120 | $29 | 12/31/2023 |
Tortoise Investment Management LLC | 120 | $29 | 12/31/2023 |
VBK | 120 | $29 | 12/31/2023 |
Phillips Financial Management LLC | 108 | $28 | 03/31/2024 |
VBK | 108 | $28 | 03/31/2024 |
Archer Investment Corp | 117 | $28 | 12/31/2023 |
VBK | 117 | $28 | 12/31/2023 |
Pineridge Advisors LLC | 114 | $28 | 12/31/2023 |
VBK | 114 | $28 | 12/31/2023 |
ORG Partners LLC | 112 | $27 | 12/31/2023 |
VBK | 112 | $27 | 12/31/2023 |
Eagle Bay Advisors LLC | 106 | $26 | 12/31/2023 |
VBK | 106 | $26 | 12/31/2023 |
Private Wealth Management Group LLC | 106 | $26 | 12/31/2023 |
VBK | 106 | $26 | 12/31/2023 |
Wetzel Investment Advisors Inc. | 102 | $24 | 03/31/2024 |
VBK | 102 | $24 | 03/31/2024 |
Cape Investment Advisory Inc. | 98 | $24 | 12/31/2023 |
VBK | 98 | $24 | 12/31/2023 |
DiNuzzo Private Wealth Inc. | 99 | $24 | 12/31/2023 |
VBK | 99 | $24 | 12/31/2023 |
Stephens Consulting LLC | 89 | $23 | 03/31/2024 |
VBK | 89 | $23 | 03/31/2024 |
LGT Financial Advisors LLC | 96 | $23 | 12/31/2023 |
VBK | 96 | $23 | 12/31/2023 |
Impact Partnership Wealth LLC | 94 | $23 | 12/31/2023 |
VBK | 94 | $23 | 12/31/2023 |
Sunbelt Securities Inc. | 83 | $22 | 03/31/2024 |
VBK | 83 | $22 | 03/31/2024 |
Grand Wealth Management LLC | 91 | $22 | 12/31/2023 |
VBK | 91 | $22 | 12/31/2023 |
Oak Harbor Wealth Partners LLC | 80 | $21 | 03/31/2024 |
VBK | 80 | $21 | 03/31/2024 |
South State CORP. | 88 | $21 | 12/31/2023 |
VBK | 88 | $21 | 12/31/2023 |
Guardian Wealth Management Inc. | 87 | $21 | 12/31/2023 |
VBK | 87 | $21 | 12/31/2023 |
Main Street Group LTD | 81 | $20 | 12/31/2023 |
VBK | 81 | $20 | 12/31/2023 |
JJJ Advisors Inc. | 73 | $19 | 03/31/2024 |
VBK | 73 | $19 | 03/31/2024 |
Richard W. Paul & Associates LLC | 80 | $19 | 12/31/2023 |
VBK | 80 | $19 | 12/31/2023 |
Woodmont Investment Counsel LLC | 70 | $18 | 03/31/2024 |
VBK | 70 | $18 | 03/31/2024 |
Hobbs Group Advisors LLC | 74 | $18 | 12/31/2023 |
VBK | 74 | $18 | 12/31/2023 |
Roble Belko & Company Inc | 63 | $17 | 03/31/2024 |
VBK | 63 | $17 | 03/31/2024 |
National Bank of Canada FI | 70 | $17 | 12/31/2023 |
VBK | 70 | $17 | 12/31/2023 |
Spotlight Asset Group Inc. | 67 | $16 | 12/31/2023 |
VBK | 67 | $16 | 12/31/2023 |
Webster Bank N. A. | 57 | $15 | 03/31/2024 |
VBK | 57 | $15 | 03/31/2024 |
CVA Family Office LLC | 57 | $15 | 03/31/2024 |
VBK | 57 | $15 | 03/31/2024 |
Kozak & Associates Inc. | 65 | $15 | 12/31/2023 |
VBK | 65 | $15 | 12/31/2023 |
Vima LLC | 60 | $15 | 12/31/2023 |
VBK | 60 | $15 | 12/31/2023 |
Cutler Group LP | $14 | 03/31/2024 | |
Call | 1,700 | $14 | 03/31/2024 |
Put | 100 | $0 | 03/31/2024 |
Sound Income Strategies LLC | 53 | $14 | 03/31/2024 |
VBK | 53 | $14 | 03/31/2024 |
Farmers & Merchants Investments Inc. | 51 | $13 | 03/31/2024 |
VBK | 51 | $13 | 03/31/2024 |
Indiana Trust & Investment Management CO | 48 | $13 | 03/31/2024 |
VBK | 48 | $13 | 03/31/2024 |
Frazier Financial Advisors LLC | 52 | $13 | 12/31/2023 |
VBK | 52 | $13 | 12/31/2023 |
Game Plan Financial Advisors LLC | 48 | $12 | 03/31/2024 |
VBK | 48 | $12 | 03/31/2024 |
Beacon Capital Management LLC | 49 | $12 | 12/31/2023 |
VBK | 49 | $12 | 12/31/2023 |
Blue Bell Private Wealth Management LLC | 44 | $11 | 03/31/2024 |
VBK | 44 | $11 | 03/31/2024 |
Aspire Private Capital LLC | 42 | $11 | 03/31/2024 |
VBK | 42 | $11 | 03/31/2024 |
Albion Financial Group UT | 40 | $10 | 03/31/2024 |
VBK | 40 | $10 | 03/31/2024 |
Morton Brown Family Wealth LLC | 38 | $10 | 03/31/2024 |
VBK | 38 | $10 | 03/31/2024 |
EverSource Wealth Advisors LLC | 40 | $10 | 12/31/2023 |
VBK | 40 | $10 | 12/31/2023 |
MCF Advisors LLC | 34 | $9 | 03/31/2024 |
VBK | 34 | $9 | 03/31/2024 |
Dixon Mitchell Investment Counsel Inc. | 35 | $9 | 03/31/2024 |
VBK | 35 | $9 | 03/31/2024 |
Retirement Group LLC | 38 | $9 | 12/31/2023 |
VBK | 38 | $9 | 12/31/2023 |
Founders Financial Alliance LLC | 38 | $9 | 12/31/2023 |
VBK | 38 | $9 | 12/31/2023 |
Optimum Investment Advisors | 30 | $8 | 03/31/2024 |
VBK | 30 | $8 | 03/31/2024 |
DHJJ Financial Advisors Ltd. | 32 | $8 | 03/31/2024 |
VBK | 32 | $8 | 03/31/2024 |
FinTrust Capital Advisors LLC | 34 | $8 | 12/31/2023 |
VBK | 34 | $8 | 12/31/2023 |
Atlantic Trust LLC | 32 | $8 | 12/31/2023 |
VBK | 32 | $8 | 12/31/2023 |
Prestige Wealth Management Group LLC | 29 | $7 | 12/31/2023 |
VBK | 29 | $7 | 12/31/2023 |
TFC Financial Management | 31 | $7 | 12/31/2023 |
VBK | 31 | $7 | 12/31/2023 |
Tyler Stone Wealth Management | 30 | $7 | 12/31/2023 |
VBK | 30 | $7 | 12/31/2023 |
Fortis Group Advisors LLC | 26 | $6 | 12/31/2023 |
VBK | 26 | $6 | 12/31/2023 |
Life Planning Partners Inc | 23 | $6 | 12/31/2023 |
VBK | 23 | $6 | 12/31/2023 |
MGB Wealth Management LLC | 25 | $6 | 12/31/2023 |
VBK | 25 | $6 | 12/31/2023 |
Glassman Wealth Services | 21 | $5 | 12/31/2023 |
VBK | 21 | $5 | 12/31/2023 |
NBT Bank N A NY | 14 | $4 | 03/31/2024 |
VBK | 14 | $4 | 03/31/2024 |
TD Waterhouse Canada Inc. | 19 | $4 | 12/31/2023 |
VBK | 19 | $4 | 12/31/2023 |
Abich Financial Wealth Management LLC | 18 | $4 | 12/31/2023 |
VBK | 18 | $4 | 12/31/2023 |
AllSquare Wealth Management LLC | 13 | $3 | 12/31/2023 |
VBK | 13 | $3 | 12/31/2023 |
Ambassador Advisors LLC | 14 | $3 | 12/31/2023 |
VBK | 14 | $3 | 12/31/2023 |
Annis Gardner Whiting Capital Advisors LLC | 14 | $3 | 12/31/2023 |
VBK | 14 | $3 | 12/31/2023 |
Planning Capital Management Corp | 12 | $3 | 12/31/2023 |
VBK | 12 | $3 | 12/31/2023 |
Costello Asset Management INC | 8 | $2 | 03/31/2024 |
VBK | 8 | $2 | 03/31/2024 |
Davis Capital Management | 6 | $2 | 03/31/2024 |
VBK | 6 | $2 | 03/31/2024 |
Annapolis Financial Services LLC | 6 | $2 | 03/31/2024 |
VBK | 6 | $2 | 03/31/2024 |
NewSquare Capital LLC | 10 | $2 | 12/31/2023 |
VBK | 10 | $2 | 12/31/2023 |
DecisionPoint Financial LLC | 10 | $2 | 12/31/2023 |
VBK | 10 | $2 | 12/31/2023 |
Livelsberger Financial Advisory | 9 | $2 | 12/31/2023 |
VBK | 9 | $2 | 12/31/2023 |
West Branch Capital LLC | 5 | $1 | 03/31/2024 |
VBK | 5 | $1 | 03/31/2024 |
Coston McIsaac & Partners | 4 | $1 | 03/31/2024 |
VBK | 4 | $1 | 03/31/2024 |
Pacific Capital Wealth Advisors Inc. | 4 | $1 | 12/31/2023 |
VBK | 4 | $1 | 12/31/2023 |
Kiely Wealth Advisory Group Inc. | 6 | $1 | 12/31/2023 |
VBK | 6 | $1 | 12/31/2023 |
Laffer Tengler Investments | 2 | $0 | 12/31/2023 |
VBK | 2 | $0 | 12/31/2023 |
Atlantic Edge Private Wealth Management LLC | 1 | $0 | 12/31/2023 |
VBK | 1 | $0 | 12/31/2023 |
Citadel Advisors LLC | 2,976 | $-1,214 | 12/31/2023 |
Put | 16,800 | $4,062 | 12/31/2023 |
Call | 8,800 | $2,128 | 12/31/2023 |
VBK | 2,976 | $720 | 12/31/2023 |
See Summary: Institutional Holders of VBK
See Details: Top 10 Hedge Funds Holding VBK
Also See: VBK Holdings Changes
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