HoldingsChannel.com



Funds Holding VO

On this page, we present all of the funds holding VO from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding VO, with a link to that fund's top holdings. The next columns indicate the amount of VO stock held by each of the funds holding VO, followed by the VO position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 1786 funds holding VO within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Wells Fargo & Company MN. For more details on the positions held by Wells Fargo & Company MN (or by any of the other funds holding VO), click the fund name in the "Holder" column of the funds-holding-VO table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Wells Fargo & Company MN $5,470,226 12/31/2023
     VO23,516,197$5,470,808 12/31/2023
     Put2,500$582 12/31/2023
Bank of America Corp DE14,720,473$3,424,571 12/31/2023
     VO14,720,473$3,424,571 12/31/2023
Jones Financial Companies Lllp10,063,640$2,341,205 12/31/2023
     VO10,063,640$2,341,205 12/31/2023
Creative Planning8,338,944$1,939,972 12/31/2023
     VO8,338,944$1,939,972 12/31/2023
Morgan Stanley7,035,885$1,636,829 12/31/2023
     VO7,035,885$1,636,829 12/31/2023
Cerity Partners LLC6,250,591$1,454,137 12/31/2023
     VO6,250,591$1,454,137 12/31/2023
UBS Group AG5,862,225$1,363,788 12/31/2023
     VO5,862,225$1,363,788 12/31/2023
Northwestern Mutual Wealth Management Co.5,134,672$1,194,551 12/31/2023
     VO5,134,672$1,194,551 12/31/2023
Raymond James & Associates3,814,129$952,998 03/31/2024
     VO3,814,129$952,998 03/31/2024
Ameriprise Financial Inc.3,587,959$835,020 12/31/2023
     VO3,587,959$835,020 12/31/2023
LPL Financial LLC2,934,425$682,664 12/31/2023
     VO2,934,425$682,664 12/31/2023
The PNC Financial Services Group Inc.2,503,877$582,502 12/31/2023
     VO2,503,877$582,502 12/31/2023
Envestnet Asset Management Inc.2,477,028$576,256 12/31/2023
     VO2,477,028$576,256 12/31/2023
JPMorgan Chase & Co.2,433,404$566,107 12/31/2023
     VO2,433,404$566,107 12/31/2023
Raymond James Financial Services Advisors Inc.2,052,408$512,815 03/31/2024
     VO2,052,408$512,815 03/31/2024
TIAA Trust National Association2,128,463$495,166 12/31/2023
     VO2,128,463$495,166 12/31/2023
Bank of New York Mellon Corp1,586,724$396,459 03/31/2024
     VO1,586,724$396,459 03/31/2024
Natixis Advisors L.P.1,470,988$367,541 03/31/2024
     VO1,470,988$367,541 03/31/2024
Royal Bank of Canada1,466,609$341,193 12/31/2023
     VO1,466,609$341,193 12/31/2023
Morningstar Investment Services LLC1,356,291$317,304 12/31/2023
     VO1,356,291$317,304 12/31/2023
Allworth Financial LP1,174,247$293,397 03/31/2024
     VO1,174,247$293,397 03/31/2024
Border to Coast Pensions Partnership Ltd1,159,887$289,591 03/31/2024
     VO1,159,887$289,591 03/31/2024
JMG Financial Group Ltd.1,188,345$276,457 12/31/2023
     VO1,188,345$276,457 12/31/2023
CIBC Private Wealth Group LLC1,173,303$272,957 12/31/2023
     VO1,173,303$272,957 12/31/2023
Commonwealth Equity Services LLC1,167,519$271,612 12/31/2023
     VO1,167,519$271,612 12/31/2023
Mariner LLC1,063,534$247,422 12/31/2023
     VO1,063,534$247,422 12/31/2023
Financial Counselors Inc.768,394$178,759 12/31/2023
     VO768,394$178,759 12/31/2023
Goldman Sachs Group Inc.746,351$173,631 12/31/2023
     VO746,351$173,631 12/31/2023
HighTower Advisors LLC746,210$173,549 12/31/2023
     VO746,210$173,549 12/31/2023
Advisor Group Holdings Inc.709,374$165,076 12/31/2023
     VO709,374$165,076 12/31/2023
Charles Schwab Investment Management Inc.673,874$156,770 12/31/2023
     VO673,874$156,770 12/31/2023
The Manufacturers Life Insurance Company 609,855$141,875 12/31/2023
     VO609,855$141,875 12/31/2023
Beacon Pointe Advisors LLC584,649$136,017 12/31/2023
     VO584,649$136,017 12/31/2023
Nicholas Hoffman & Company LLC.540,989$135,172 03/31/2024
     VO540,989$135,172 03/31/2024
Pathstone Holdings LLC573,324$132,881 12/31/2023
     VO573,324$132,881 12/31/2023
Sontag Advisory LLC557,877$129,784 12/31/2023
     VO557,877$129,784 12/31/2023
Stifel Financial Corp536,180$124,741 12/31/2023
     VO536,180$124,741 12/31/2023
Truist Financial Corp530,889$123,506 12/31/2023
     VO530,889$123,506 12/31/2023
Fifth Third Bancorp491,451$122,794 03/31/2024
     VO491,451$122,794 03/31/2024
Cresset Asset Management LLC505,407$117,578 12/31/2023
     VO505,407$117,578 12/31/2023
Massmutual Trust Co. FSB ADV468,001$116,935 03/31/2024
     VO468,001$116,935 03/31/2024
1832 Asset Management L.P.498,939$116,073 12/31/2023
     VO498,939$116,073 12/31/2023
Baird Financial Group Inc.498,025$115,861 12/31/2023
     VO498,025$115,861 12/31/2023
Moneta Group Investment Advisors LLC477,350$111,051 12/31/2023
     VO477,350$111,051 12/31/2023
Captrust Financial Advisors465,978$108,405 12/31/2023
     VO465,978$108,405 12/31/2023
Bank of Montreal Can459,649$107,535 12/31/2023
     VO459,649$107,535 12/31/2023
First Command Advisory Services Inc.449,847$104,652 12/31/2023
     VO449,847$104,652 12/31/2023
CBIZ Investment Advisory Services LLC436,007$101,433 12/31/2023
     VO436,007$101,433 12/31/2023
Cullen Frost Bankers Inc.416,954$97,000 12/31/2023
     VO416,954$97,000 12/31/2023
Millburn Ridgefield Corp386,008$96,448 03/31/2024
     VO386,008$96,448 03/31/2024
Catalyst Capital Advisors LLC386,008$96,448 03/31/2024
     VO386,008$96,448 03/31/2024
Janney Montgomery Scott LLC389,362$90,581 12/31/2023
     VO389,362$90,581 12/31/2023
Larson Financial Group LLC380,897$88,612 12/31/2023
     VO380,897$88,612 12/31/2023
Simplicity Wealth LLC354,400$88,550 03/31/2024
     VO354,400$88,550 03/31/2024
Mercer Global Advisors Inc. ADV376,446$87,576 12/31/2023
     VO376,446$87,576 12/31/2023
Rockefeller Capital Management L.P.365,503$85,031 12/31/2023
     VO365,503$85,031 12/31/2023
Wilbanks Smith & Thomas Asset Management LLC359,338$83,596 12/31/2023
     VO359,338$83,596 12/31/2023
Financial Synergies Wealth Advisors Inc.329,509$82,331 03/31/2024
     VO329,509$82,331 03/31/2024
Sawtooth Solutions LLC340,242$79,154 12/31/2023
     VO340,242$79,154 12/31/2023
Bleakley Financial Group LLC337,696$78,562 12/31/2023
     VO337,696$78,562 12/31/2023
MML Investors Services LLC337,332$78,477 12/31/2023
     VO337,332$78,477 12/31/2023
Invictus Private Wealth LLC336,509$78,286 12/31/2023
     VO336,509$78,286 12/31/2023
FMR LLC328,825$76,498 12/31/2023
     VO328,825$76,498 12/31/2023
Joel Isaacson & Co. LLC324,663$75,530 12/31/2023
     VO324,663$75,530 12/31/2023
Cambridge Investment Research Advisors Inc.301,411$75,310 03/31/2024
     VO301,411$75,310 03/31/2024
Chicago Partners Investment Group LLC310,439$74,161 03/31/2024
     VO310,439$74,161 03/31/2024
Cetera Advisor Networks LLC316,123$73,543 12/31/2023
     VO316,123$73,543 12/31/2023
Assetmark Inc.309,681$72,044 12/31/2023
     VO309,681$72,044 12/31/2023
American Trust297,472$69,204 12/31/2023
     VO297,472$69,204 12/31/2023
CENTRAL TRUST Co274,291$68,534 03/31/2024
     VO274,291$68,534 03/31/2024
Smithfield Trust Co.284,441$66,100 12/31/2023
     VO284,441$66,100 12/31/2023
Trustmark National Bank Trust Department281,437$65,474 12/31/2023
     VO281,437$65,474 12/31/2023
Nadler Financial Group Inc.256,035$63,973 03/31/2024
     VO256,035$63,973 03/31/2024
Thrivent Financial for Lutherans274,651$63,896 12/31/2023
     VO274,651$63,896 12/31/2023
CI Private Wealth LLC270,884$63,019 12/31/2023
     VO270,884$63,019 12/31/2023
Oppenheimer Asset Management Inc.268,028$62,354 12/31/2023
     VO268,028$62,354 12/31/2023
Clearstead Advisors LLC267,808$62,303 12/31/2023
     VO267,808$62,303 12/31/2023
Coldstream Capital Management Inc.256,473$59,666 12/31/2023
     VO256,473$59,666 12/31/2023
WoodTrust Financial Corp $57,831 03/31/2024
     OTHER291,543$57,831 03/31/2024
Cetera Advisors LLC246,246$57,287 12/31/2023
     VO246,246$57,287 12/31/2023
Capital Asset Advisory Services LLC230,779$56,748 03/31/2024
     VO230,779$56,748 03/31/2024
Pittenger & Anderson Inc.241,118$56,094 12/31/2023
     VO241,118$56,094 12/31/2023
Northwest Quadrant Wealth Management LLC223,572$55,862 03/31/2024
     VO223,572$55,862 03/31/2024
Axxcess Wealth Management LLC239,758$55,777 12/31/2023
     VO239,758$55,777 12/31/2023
Equitable Holdings Inc.237,553$55,264 12/31/2023
     VO237,553$55,264 12/31/2023
GWM Advisors LLC235,796$54,528 12/31/2023
     VO235,796$54,528 12/31/2023
Private Advisor Group LLC228,667$53,197 12/31/2023
     VO228,667$53,197 12/31/2023
Kestra Advisory Services LLC208,514$48,509 12/31/2023
     VO208,514$48,509 12/31/2023
Peapack Gladstone Financial Corp208,383$48,478 12/31/2023
     VO208,383$48,478 12/31/2023
Connecticut Wealth Management LLC205,545$47,818 12/31/2023
     VO205,545$47,818 12/31/2023
Comerica Bank200,524$46,650 12/31/2023
     VO200,524$46,650 12/31/2023
GenTrust LLC183,074$45,743 03/31/2024
     VO183,074$45,743 03/31/2024
US Bancorp DE195,986$45,595 12/31/2023
     VO195,986$45,595 12/31/2023
McIlrath & Eck LLC190,674$44,358 12/31/2023
     VO190,674$44,358 12/31/2023
SilverOak Wealth Management LLC187,839$43,699 12/31/2023
     VO187,839$43,699 12/31/2023
Country Trust Bank174,380$43,571 03/31/2024
     VO174,380$43,571 03/31/2024
Venture Visionary Partners LLC184,432$42,906 12/31/2023
     VO184,432$42,906 12/31/2023
Arkansas Financial Group Inc.171,146$42,763 03/31/2024
     VO171,146$42,763 03/31/2024
Fulcrum Capital LLC167,249$41,789 03/31/2024
     VO167,249$41,789 03/31/2024
BOK Financial Private Wealth Inc.179,006$41,644 12/31/2023
     VO179,006$41,644 12/31/2023
New York Life Investment Management LLC175,705$40,876 12/31/2023
     VO175,705$40,876 12/31/2023
Leavell Investment Management Inc.162,700$40,652 03/31/2024
     VO162,700$40,652 03/31/2024
Perkins Coie Trust Co162,229$40,534 03/31/2024
     VO162,229$40,534 03/31/2024
Trust Co. of Virginia VA161,900$40,452 03/31/2024
     VO161,900$40,452 03/31/2024
Bessemer Group Inc.169,184$39,359 12/31/2023
     VO169,184$39,359 12/31/2023
New Hampshire Trust153,413$38,332 03/31/2024
     VO153,413$38,332 03/31/2024
Schneider Downs Wealth Management Advisors LP161,000$37,455 12/31/2023
     VO161,000$37,455 12/31/2023
NewEdge Wealth LLC160,868$37,424 12/31/2023
     VO160,868$37,424 12/31/2023
Riverpoint Wealth Management Holdings LLC157,742$36,697 12/31/2023
     VO157,742$36,697 12/31/2023
Stephens Consulting LLC143,815$35,934 03/31/2024
     VO143,815$35,934 03/31/2024
Susquehanna International Group LLP $35,868 12/31/2023
     Call89,600$20,845 12/31/2023
     VO87,474$20,350 12/31/2023
     Put22,900$5,327 12/31/2023
Heartwood Wealth Advisors LLC137,623$34,386 03/31/2024
     VO137,623$34,386 03/31/2024
CX Institutional137,426$34,337 03/31/2024
     VO137,426$34,337 03/31/2024
Regions Financial Corp136,532$34,114 03/31/2024
     VO136,532$34,114 03/31/2024
Bear Mountain Capital Inc.144,216$33,943 03/31/2024
     VO144,216$33,943 03/31/2024
Arrow Financial Corp137,099$31,895 12/31/2023
     VO137,099$31,895 12/31/2023
AE Wealth Management LLC137,620$31,749 12/31/2023
     VO137,620$31,749 12/31/2023
TL Private Wealth124,578$30,819 03/31/2024
     VO124,578$30,819 03/31/2024
Ellevest Inc.131,802$30,663 12/31/2023
     VO131,802$30,663 12/31/2023
BLB&B Advisors LLC121,957$30,472 03/31/2024
     VO121,957$30,472 03/31/2024
Ballast Inc.130,421$30,341 12/31/2023
     VO130,421$30,341 12/31/2023
Conrad Siegel Investment Advisors Inc.121,365$30,324 03/31/2024
     VO121,365$30,324 03/31/2024
Wealth Enhancement Advisory Services LLC119,258$29,798 03/31/2024
     VO119,258$29,798 03/31/2024
Marquette Asset Management LLC126,477$29,424 12/31/2023
     VO126,477$29,424 12/31/2023
Fidato Wealth LLC117,540$29,369 03/31/2024
     VO117,540$29,369 03/31/2024
AGF Management Ltd.123,445$28,718 12/31/2023
     VO123,445$28,718 12/31/2023
Glenmede Trust Co. NA118,617$27,595 12/31/2023
     VO118,617$27,595 12/31/2023
Bouchey Financial Group Ltd110,414$27,588 03/31/2024
     VO110,414$27,588 03/31/2024
Phillips Financial Management LLC110,073$27,503 03/31/2024
     VO110,073$27,503 03/31/2024
BCK Partners Inc.118,003$27,452 12/31/2023
     VO118,003$27,452 12/31/2023
Associated Banc Corp116,991$27,217 12/31/2023
     VO116,991$27,217 12/31/2023
Dechtman Wealth Management LLC105,305$26,311 03/31/2024
     VO105,305$26,311 03/31/2024
Atria Wealth Solutions Inc.113,035$26,297 12/31/2023
     VO113,035$26,297 12/31/2023
SP Asset Management LLC112,993$26,287 12/31/2023
     VO112,993$26,287 12/31/2023
SRS Capital Advisors Inc.112,595$26,194 12/31/2023
     VO112,595$26,194 12/31/2023
Cetera Investment Advisers111,505$25,941 12/31/2023
     VO111,505$25,941 12/31/2023
Ashton Thomas Private Wealth LLC103,605$25,887 03/31/2024
     VO103,605$25,887 03/31/2024
Cranbrook Wealth Management LLC102,996$25,735 03/31/2024
     VO102,996$25,735 03/31/2024
Blankinship & Foster LLC109,993$25,589 12/31/2023
     VO109,993$25,589 12/31/2023
First Manhattan Co.109,819$25,549 12/31/2023
     VO109,819$25,549 12/31/2023
Cutler Investment Counsel LLC105,509$24,546 12/31/2023
     VO105,509$24,546 12/31/2023
Wealthquest Corp105,488$24,541 12/31/2023
     VO105,488$24,541 12/31/2023
David Loasby106,555$24,307 12/31/2023
     VO106,555$24,307 12/31/2023
ST Germain D J Co. Inc.97,260$24,301 03/31/2024
     VO97,260$24,301 03/31/2024
Consilio Wealth Advisors LLC95,732$23,919 03/31/2024
     VO95,732$23,919 03/31/2024
HB Wealth Management LLC102,752$23,904 12/31/2023
     VO102,752$23,904 12/31/2023
Whittier Trust Co.102,683$23,888 12/31/2023
     VO102,683$23,888 12/31/2023
Avantax Advisory Services Inc.102,652$23,881 12/31/2023
     VO102,652$23,881 12/31/2023
Pure Financial Advisors Inc.95,122$23,767 03/31/2024
     VO95,122$23,767 03/31/2024
DT Investment Partners LLC100,240$23,294 12/31/2023
     VO100,240$23,294 12/31/2023
Wolff Financial Management LLC92,942$23,223 03/31/2024
     VO92,942$23,223 03/31/2024
AMG National Trust Bank99,417$23,128 12/31/2023
     VO99,417$23,128 12/31/2023
Searcy Financial Services Inc. ADV92,479$23,107 03/31/2024
     VO92,479$23,107 03/31/2024
Axiom Financial Strategies LLC99,297$23,100 12/31/2023
     VO99,297$23,100 12/31/2023
Proequities Inc.99,119$23,059 12/31/2023
     VO99,119$23,059 12/31/2023
Lwmg LLC98,602$22,939 12/31/2023
     VO98,602$22,939 12/31/2023
SOL Capital Management CO89,680$22,407 03/31/2024
     VO89,680$22,407 03/31/2024
KFA Private Wealth Group LLC95,803$22,288 12/31/2023
     VO95,803$22,288 12/31/2023
ProVise Management Group LLC95,583$22,236 12/31/2023
     VO95,583$22,236 12/31/2023
Round Rock Advisors LLC88,700$22,163 03/31/2024
     VO88,700$22,163 03/31/2024
Woodmont Investment Counsel LLC88,138$22,022 03/31/2024
     VO88,138$22,022 03/31/2024
Performa Ltd US LLC93,843$21,832 12/31/2023
     VO93,843$21,832 12/31/2023
Wesbanco Bank Inc.86,423$21,594 03/31/2024
     VO86,423$21,594 03/31/2024
Empower Advisory Group LLC92,684$21,562 12/31/2023
     VO92,684$21,562 12/31/2023
Full Sail Capital LLC92,040$21,412 12/31/2023
     VO92,040$21,412 12/31/2023
DiMeo Schneider & Associates L.L.C.90,773$21,118 12/31/2023
     VO90,773$21,118 12/31/2023
Brown Advisory Inc.83,994$20,987 03/31/2024
     VO83,994$20,987 03/31/2024
Northern Trust Corp90,050$20,949 12/31/2023
     VO90,050$20,949 12/31/2023
American Financial Advisors LLC83,427$20,845 03/31/2024
     VO83,427$20,845 03/31/2024
Blair William & Co. IL89,326$20,781 12/31/2023
     VO89,326$20,781 12/31/2023
Mesirow Financial Investment Management Inc.82,894$20,713 03/31/2024
     VO82,894$20,713 03/31/2024
FIDELIS iM LLC82,561$20,628 03/31/2024
     VO82,561$20,628 03/31/2024
Raymond James Trust N.A.82,088$20,511 03/31/2024
     VO82,088$20,511 03/31/2024
Simmons Bank86,155$20,043 12/31/2023
     VO86,155$20,043 12/31/2023
Whittier Trust Co. of Nevada Inc.85,494$19,889 12/31/2023
     VO85,494$19,889 12/31/2023
Lincoln National Corp85,025$19,780 12/31/2023
     VO85,025$19,780 12/31/2023
Wooster Corthell Wealth Management Inc.84,797$19,727 12/31/2023
     VO84,797$19,727 12/31/2023
Condor Capital Management84,508$19,660 12/31/2023
     VO84,508$19,660 12/31/2023
Pathway Financial Advisors LLC78,413$19,592 03/31/2024
     VO78,413$19,592 03/31/2024
Glenview Trust Co81,693$19,005 12/31/2023
     VO81,693$19,005 12/31/2023
Horizon Investments LLC80,613$18,754 12/31/2023
     VO80,613$18,754 12/31/2023
Founders Financial Securities LLC74,464$18,606 03/31/2024
     VO74,464$18,606 03/31/2024
Envestnet Portfolio Solutions Inc.78,292$18,214 12/31/2023
     VO78,292$18,214 12/31/2023
Stephens Inc. AR77,778$18,094 12/31/2023
     VO77,778$18,094 12/31/2023
Integrated Wealth Concepts LLC77,603$18,053 12/31/2023
     VO77,603$18,053 12/31/2023
Berkshire Asset Management LLC PA75,700$17,611 12/31/2023
     VO75,700$17,611 12/31/2023
First Horizon Advisors Inc.69,882$17,461 03/31/2024
     VO69,882$17,461 03/31/2024
Marietta Wealth Management LLC69,753$17,428 03/31/2024
     VO69,753$17,428 03/31/2024
Praetorian Wealth Management Inc.69,657$17,404 03/31/2024
     VO69,657$17,404 03/31/2024
Kellett Schaffner Wealth Advisors LLC68,579$17,135 03/31/2024
     VO68,579$17,135 03/31/2024
Salem Investment Counselors Inc.68,232$17,048 03/31/2024
     VO68,232$17,048 03/31/2024
Exencial Wealth Advisors LLC73,071$16,999 12/31/2023
     VO73,071$16,999 12/31/2023
AJ Advisors LLC66,223$16,547 03/31/2024
     VO66,223$16,547 03/31/2024
Taylor Cottrill Erickson & Associates Inc.70,465$16,393 12/31/2023
     VO70,465$16,393 12/31/2023
Von Berge Wealth Management Group LLC65,508$16,368 03/31/2024
     VO65,508$16,368 03/31/2024
Pine Ridge Advisers LLC70,249$16,343 12/31/2023
     VO70,249$16,343 12/31/2023
Pinnacle Financial Partners Inc.69,995$16,284 12/31/2023
     VO69,995$16,284 12/31/2023
Empowered Funds LLC69,626$16,198 12/31/2023
     VO69,626$16,198 12/31/2023
Heritage Investors Management Corp69,477$16,163 12/31/2023
     VO69,477$16,163 12/31/2023
Ballentine Partners LLC63,958$15,981 03/31/2024
     VO63,958$15,981 03/31/2024
Sage Rhino Capital LLC63,941$15,976 03/31/2024
     VO63,941$15,976 03/31/2024
Northeast Investment Management67,872$15,790 12/31/2023
     VO67,872$15,790 12/31/2023
Single Point Partners LLC63,041$15,752 03/31/2024
     VO63,041$15,752 03/31/2024
Twele Capital Management Inc.62,857$15,705 03/31/2024
     VO62,857$15,705 03/31/2024
Patriot Investment Management Inc.62,242$15,552 03/31/2024
     VO62,242$15,552 03/31/2024
BOKF NA66,632$15,501 12/31/2023
     VO66,632$15,501 12/31/2023
GDS Wealth Management61,852$15,454 03/31/2024
     VO61,852$15,454 03/31/2024
Veracity Capital LLC61,820$15,446 03/31/2024
     VO61,820$15,446 03/31/2024
Tarbox Family Office Inc.61,765$15,433 03/31/2024
     VO61,765$15,433 03/31/2024
Prio Wealth Limited Partnership64,928$15,105 12/31/2023
     VO64,928$15,105 12/31/2023
Advisory Services & Investments LLC60,213$15,045 03/31/2024
     VO60,213$15,045 03/31/2024
Lido Advisors LLC63,629$14,803 12/31/2023
     VO63,629$14,803 12/31/2023
Nations Financial Group Inc. IA ADV58,911$14,720 03/31/2024
     VO58,911$14,720 03/31/2024
Northstar Asset Management LLC58,499$14,617 03/31/2024
     VO58,499$14,617 03/31/2024
Trust Co of the South58,449$14,604 03/31/2024
     VO58,449$14,604 03/31/2024
Parallel Advisors LLC62,655$14,576 12/31/2023
     VO62,655$14,576 12/31/2023
Tectonic Advisors LLC62,594$14,562 12/31/2023
     VO62,594$14,562 12/31/2023
Advantage Trust Co62,365$14,509 12/31/2023
     VO62,365$14,509 12/31/2023
MAI Capital Management61,937$14,409 12/31/2023
     VO61,937$14,409 12/31/2023
Meridian Management Co.61,409$14,394 12/31/2023
     VO61,409$14,394 12/31/2023
Baltimore Washington Financial Advisors Inc.61,775$14,371 12/31/2023
     VO61,775$14,371 12/31/2023
Sierra Capital LLC61,656$14,344 12/31/2023
     VO61,656$14,344 12/31/2023
Montag A & Associates Inc.61,540$14,317 12/31/2023
     VO61,540$14,317 12/31/2023
Crane Advisory LLC58,406$14,238 03/31/2024
     VO58,406$14,238 03/31/2024
Staley Capital Advisers Inc.60,737$14,130 12/31/2023
     VO60,737$14,130 12/31/2023
BancorpSouth Bank60,431$14,059 12/31/2023
     VO60,431$14,059 12/31/2023
Annapolis Financial Services LLC56,001$13,992 03/31/2024
     VO56,001$13,992 03/31/2024
Intrust Bank NA59,478$13,837 12/31/2023
     VO59,478$13,837 12/31/2023
Johnson Bixby & Associates LLC55,000$13,742 03/31/2024
     VO55,000$13,742 03/31/2024
Retirement Financial Solutions LLC58,562$13,624 12/31/2023
     VO58,562$13,624 12/31/2023
Marshall Financial Group Inc. ADV57,695$13,422 12/31/2023
     VO57,695$13,422 12/31/2023
Abbrea Capital LLC57,498$13,376 12/31/2023
     VO57,498$13,376 12/31/2023
STA Wealth Management LLC57,325$13,336 12/31/2023
     VO57,325$13,336 12/31/2023
Huntington National Bank57,286$13,327 12/31/2023
     VO57,286$13,327 12/31/2023
Riverview Capital Advisers LLC57,266$13,322 12/31/2023
     VO57,266$13,322 12/31/2023
Fee Only Financial Planning L.C.53,298$13,317 03/31/2024
     VO53,298$13,317 03/31/2024
Exchange Traded Concepts LLC53,286$13,314 03/31/2024
     VO53,286$13,314 03/31/2024
Benjamin F. Edwards & Company Inc.56,681$13,187 12/31/2023
     VO56,681$13,187 12/31/2023
TrueWealth Financial Partners56,348$13,109 12/31/2023
     VO56,348$13,109 12/31/2023
Oppenheimer & Co. Inc.56,326$13,104 12/31/2023
     VO56,326$13,104 12/31/2023
Towneley Capital Management Inc DE52,368$13,085 03/31/2024
     VO52,368$13,085 03/31/2024
Shufro Rose & Co. LLC56,186$13,071 12/31/2023
     VO56,186$13,071 12/31/2023
Zhang Financial LLC52,237$13,052 03/31/2024
     VO52,237$13,052 03/31/2024
D.A. Davidson & CO.54,842$12,758 12/31/2023
     VO54,842$12,758 12/31/2023
Frisch Financial Group Inc.54,822$12,754 12/31/2023
     VO54,822$12,754 12/31/2023
BKD Wealth Advisors LLC50,656$12,657 03/31/2024
     VO50,656$12,657 03/31/2024
Legend Financial Advisors Inc.50,494$12,616 03/31/2024
     VO50,494$12,616 03/31/2024
Investments & Financial Planning LLC53,368$12,416 12/31/2023
     VO53,368$12,416 12/31/2023
Roof Eidam & Maycock ADV53,216$12,380 12/31/2023
     VO53,216$12,380 12/31/2023
Ameritas Advisory Services LLC52,845$12,319 12/31/2023
     VO52,845$12,319 12/31/2023
Principal Securities Inc.52,617$12,241 12/31/2023
     VO52,617$12,241 12/31/2023
Great Valley Advisor Group Inc.52,453$12,202 12/31/2023
     VO52,453$12,202 12/31/2023
TD Waterhouse Canada Inc.53,266$12,190 12/31/2023
     VO53,266$12,190 12/31/2023
Hillman Co.48,319$12,073 03/31/2024
     VO48,319$12,073 03/31/2024
Whelan Financial48,208$12,045 03/31/2024
     VO48,208$12,045 03/31/2024
jvl associates llc48,183$12,039 03/31/2024
     VO48,183$12,039 03/31/2024
Stratos Wealth Partners LTD.48,167$12,035 03/31/2024
     VO48,167$12,035 03/31/2024
Gemmer Asset Management LLC47,818$11,948 03/31/2024
     VO47,818$11,948 03/31/2024
Iron Horse Wealth Management LLC47,697$11,918 03/31/2024
     VO47,697$11,918 03/31/2024
Geller Advisors LLC51,136$11,896 12/31/2023
     VO51,136$11,896 12/31/2023
Brand Asset Management Group Inc.51,053$11,877 12/31/2023
     VO51,053$11,877 12/31/2023
CoreCap Advisors LLC51,016$11,868 12/31/2023
     VO51,016$11,868 12/31/2023
Grey Fox Wealth Advisors LLC47,441$11,854 03/31/2024
     VO47,441$11,854 03/31/2024
DORVAL Corp49,128$11,818 03/31/2024
     VO49,128$11,818 03/31/2024
Kiely Wealth Advisory Group Inc.50,776$11,761 12/31/2023
     VO50,776$11,761 12/31/2023
Alliancebernstein L.P.50,512$11,751 12/31/2023
     VO50,512$11,751 12/31/2023
Jackson Grant Investment Advisers Inc.50,467$11,741 12/31/2023
     VO50,467$11,741 12/31/2023
First National Corp MA ADV50,460$11,739 03/31/2024
     VO50,460$11,739 03/31/2024
Core Wealth Advisors Inc.50,375$11,719 12/31/2023
     VO50,375$11,719 12/31/2023
Oak Harbor Wealth Partners LLC46,496$11,617 03/31/2024
     VO46,496$11,617 03/31/2024
Capital Planning LLC46,200$11,544 03/31/2024
     VO46,200$11,544 03/31/2024
Carnegie Capital Asset Management LLC49,622$11,544 12/31/2023
     VO49,622$11,544 12/31/2023
Noble Family Wealth LLC46,084$11,515 03/31/2024
     VO46,084$11,515 03/31/2024
Horizons Wealth Management49,440$11,502 03/31/2024
     VO49,440$11,502 03/31/2024
Lbmc Investment Advisors LLC45,689$11,416 03/31/2024
     VO45,689$11,416 03/31/2024
Ruggaard & Associates LLC48,693$11,328 12/31/2023
     VO48,693$11,328 12/31/2023
Dynamic Advisor Solutions LLC45,221$11,299 03/31/2024
     VO45,221$11,299 03/31/2024
US Financial Advisors LLC48,255$11,226 12/31/2023
     VO48,255$11,226 12/31/2023
Anderson Hoagland & Co.46,023$11,216 03/31/2024
     VO46,023$11,216 03/31/2024
Bank of New Hampshire44,372$11,087 03/31/2024
     VO44,372$11,087 03/31/2024
TriaGen Wealth Management LLC44,129$11,026 03/31/2024
     VO44,129$11,026 03/31/2024
KMG Fiduciary Partners LLC43,905$10,970 03/31/2024
     VO43,905$10,970 03/31/2024
McNaughton Wealth Management LLC43,799$10,944 03/31/2024
     VO43,799$10,944 03/31/2024
Manchester Capital Management LLC46,922$10,916 12/31/2023
     VO46,922$10,916 12/31/2023
Lowe Brockenbrough & Co. Inc.46,644$10,851 12/31/2023
     VO46,644$10,851 12/31/2023
TruWealth Advisors LLC43,265$10,810 03/31/2024
     VO43,265$10,810 03/31/2024
Capital Investment Advisory Services LLC43,076$10,763 03/31/2024
     VO43,076$10,763 03/31/2024
Sandy Cove Advisors LLC42,960$10,734 03/31/2024
     VO42,960$10,734 03/31/2024
Pinnacle Associates Ltd.42,923$10,725 03/31/2024
     VO42,923$10,725 03/31/2024
Red Wave Investments LLC46,047$10,712 12/31/2023
     VO46,047$10,712 12/31/2023
Horizon Family Wealth Inc.45,888$10,675 12/31/2023
     VO45,888$10,675 12/31/2023
Wealthcare Advisory Partners LLC42,099$10,519 03/31/2024
     VO42,099$10,519 03/31/2024
Archetype Wealth Partners LLC45,196$10,514 12/31/2023
     VO45,196$10,514 12/31/2023
Punch & Associates Investment Management Inc. $10,479 12/31/2023
     Call45$10,469 12/31/2023
     VO45$10 12/31/2023
Summit Financial LLC41,931$10,477 03/31/2024
     VO41,931$10,477 03/31/2024
Sebold Capital Management Inc.41,785$10,440 03/31/2024
     VO41,785$10,440 03/31/2024
Avion Wealth43,751$10,178 12/31/2023
     VO43,751$10,178 12/31/2023
Platte River Wealth Advisors LLC40,322$10,075 03/31/2024
     VO40,322$10,075 03/31/2024
Ameraudi Asset Management Inc.42,994$10,002 12/31/2023
     VO42,994$10,002 12/31/2023
Principal Financial Group Inc.42,815$9,960 12/31/2023
     VO42,815$9,960 12/31/2023
CAPROCK Group Inc.42,711$9,936 12/31/2023
     VO42,711$9,936 12/31/2023
Mitchell Mcleod Pugh & Williams Inc.42,710$9,936 12/31/2023
     VO42,710$9,936 12/31/2023
Greytown Advisors Inc.42,117$9,798 12/31/2023
     VO42,117$9,798 12/31/2023
David Kennon Inc42,037$9,779 12/31/2023
     VO42,037$9,779 12/31/2023
JNB Advisors LLC41,987$9,768 12/31/2023
     VO41,987$9,768 12/31/2023
Arkadios Wealth Advisors41,913$9,751 12/31/2023
     VO41,913$9,751 12/31/2023
Berkeley Capital Partners LLC41,713$9,704 12/31/2023
     VO41,713$9,704 12/31/2023
Ironsides Asset Advisors LLC41,004$9,539 12/31/2023
     VO41,004$9,539 12/31/2023
Citadel Advisors LLC $9,435 12/31/2023
     Call30,000$6,979 12/31/2023
     VO14,560$3,387 12/31/2023
     Put4,000$931 12/31/2023
Rossmore Private Capital40,283$9,395 12/31/2023
     VO40,283$9,395 12/31/2023
Fidelis Capital Partners LLC40,230$9,359 12/31/2023
     VO40,230$9,359 12/31/2023
Custos Family Office LLC40,035$9,314 12/31/2023
     VO40,035$9,314 12/31/2023
SWP Financial LLC39,763$9,250 12/31/2023
     VO39,763$9,250 12/31/2023
Legacy Capital Wealth Partners LLC39,255$9,132 12/31/2023
     VO39,255$9,132 12/31/2023
Ancora Advisors LLC39,027$9,079 12/31/2023
     VO39,027$9,079 12/31/2023
Per Stirling Capital Management LLC.38,572$8,974 12/31/2023
     VO38,572$8,974 12/31/2023
Aspire Capital Advisors LLC38,562$8,971 12/31/2023
     VO38,562$8,971 12/31/2023
National Asset Management Inc.38,503$8,957 12/31/2023
     VO38,503$8,957 12/31/2023
4Thought Financial Group Inc.35,845$8,956 03/31/2024
     VO35,845$8,956 03/31/2024
Scott Capital Advisors LLC35,907$8,883 03/31/2024
     VO35,907$8,883 03/31/2024
J.W. Cole Advisors Inc.38,143$8,874 12/31/2023
     VO38,143$8,874 12/31/2023
Acropolis Investment Management LLC35,489$8,867 03/31/2024
     VO35,489$8,867 03/31/2024
Hoylecohen LLC38,117$8,867 12/31/2023
     VO38,117$8,867 12/31/2023
Aries Wealth Management37,956$8,830 12/31/2023
     VO37,956$8,830 12/31/2023
RSM US Wealth Management LLC37,637$8,756 12/31/2023
     VO37,637$8,756 12/31/2023
Asset Management Group Inc.37,599$8,747 12/31/2023
     VO37,599$8,747 12/31/2023
Hall Capital Management Co. Inc.37,528$8,731 12/31/2023
     VO37,528$8,731 12/31/2023
WNY Asset Management LLC37,303$8,678 12/31/2023
     VO37,303$8,678 12/31/2023
Towerpoint Wealth LLC34,704$8,671 03/31/2024
     VO34,704$8,671 03/31/2024
M Holdings Securities Inc.37,256$8,667 12/31/2023
     VO37,256$8,667 12/31/2023
Dakota Wealth Management34,591$8,643 03/31/2024
     VO34,591$8,643 03/31/2024
Smith & Howard Wealth Management LLC34,431$8,603 03/31/2024
     VO34,431$8,603 03/31/2024
Royal Fund Management LLC34,402$8,603 03/31/2024
     VO34,402$8,603 03/31/2024
ForthRight Wealth Management LLC34,413$8,598 03/31/2024
     VO34,413$8,598 03/31/2024
Cook Wealth Management Group LLC37,532$8,590 12/31/2023
     VO37,532$8,590 12/31/2023
Sepio Capital LP36,684$8,534 12/31/2023
     VO36,684$8,534 12/31/2023
Houlihan Financial Resource Group Ltd.36,533$8,499 12/31/2023
     VO36,533$8,499 12/31/2023
Wedmont Private Capital34,267$8,477 03/31/2024
     VO34,267$8,477 03/31/2024
M&T Bank Corp36,333$8,453 12/31/2023
     VO36,333$8,453 12/31/2023
Centered Wealth LLC dba Miller Equity Capital Advisors35,939$8,361 12/31/2023
     VO35,939$8,361 12/31/2023
McClarren Financial Advisors Inc.35,844$8,339 12/31/2023
     VO35,844$8,339 12/31/2023
Folger Nolan Fleming Douglas Capital Management Inc.33,195$8,294 03/31/2024
     VO33,195$8,294 03/31/2024
Wells Financial Advisors INC35,555$8,272 12/31/2023
     VO35,555$8,272 12/31/2023
PDS Planning Inc35,263$8,204 12/31/2023
     VO35,263$8,204 12/31/2023
Manning & Napier Group LLC32,813$8,198 03/31/2024
     VO32,813$8,198 03/31/2024
First National Bank32,688$8,167 03/31/2024
     VO32,688$8,167 03/31/2024
Drive Wealth Management LLC32,649$8,158 03/31/2024
     VO32,649$8,158 03/31/2024
Family Investment Center Inc.32,646$8,157 03/31/2024
     VO32,646$8,157 03/31/2024
CRA Financial Services LLC32,580$8,140 03/31/2024
     VO32,580$8,140 03/31/2024
Prime Capital Investment Advisors LLC34,847$8,107 12/31/2023
     VO34,847$8,107 12/31/2023
Bailard Inc.34,786$8,093 12/31/2023
     VO34,786$8,093 12/31/2023
Sowell Financial Services LLC34,759$8,086 12/31/2023
     VO34,759$8,086 12/31/2023
Silverleafe Capital Partners LLC32,257$8,060 03/31/2024
     VO32,257$8,060 03/31/2024
Principle Wealth Partners LLC32,253$8,059 03/31/2024
     VO32,253$8,059 03/31/2024
TD Capital Management LLC34,611$8,052 12/31/2023
     VO34,611$8,052 12/31/2023
Keybank National Association OH34,368$7,995 12/31/2023
     VO34,368$7,995 12/31/2023
Financial Futures Ltd Liability Co.34,263$7,971 12/31/2023
     VO34,263$7,971 12/31/2023
Buckingham Strategic Wealth LLC34,165$7,948 12/31/2023
     VO34,165$7,948 12/31/2023
Traction Financial Partners LLC34,074$7,927 12/31/2023
     VO34,074$7,927 12/31/2023
Howe & Rusling Inc.33,942$7,896 12/31/2023
     VO33,942$7,896 12/31/2023
JNBA Financial Advisors31,588$7,893 03/31/2024
     VO31,588$7,893 03/31/2024
Waller Financial Planning Group Inc.31,584$7,892 03/31/2024
     VO31,584$7,892 03/31/2024
RKL Wealth Management LLC33,841$7,873 12/31/2023
     VO33,841$7,873 12/31/2023
Gray Wealth Management Inc.33,748$7,851 12/31/2023
     VO33,748$7,851 12/31/2023
RMB Capital Management LLC33,403$7,771 12/31/2023
     VO33,403$7,771 12/31/2023
Texas Capital Bank Wealth Management Services Inc.33,401$7,770 12/31/2023
     VO33,401$7,770 12/31/2023
Baystate Wealth Management LLC33,377$7,765 12/31/2023
     VO33,377$7,765 12/31/2023
Franklin Resources Inc.33,371$7,763 12/31/2023
     VO33,371$7,763 12/31/2023
Black Diamond Financial LLC33,355$7,760 12/31/2023
     VO33,355$7,760 12/31/2023
Texas Yale Capital Corp.33,289$7,744 12/31/2023
     VO33,289$7,744 12/31/2023
EnRich Financial Partners LLC33,244$7,734 12/31/2023
     VO33,244$7,734 12/31/2023
Evermay Wealth Management LLC32,959$7,668 12/31/2023
     VO32,959$7,668 12/31/2023
Bradley Foster & Sargent Inc. CT32,852$7,643 12/31/2023
     VO32,852$7,643 12/31/2023
Wescott Financial Advisory Group LLC32,837$7,639 12/31/2023
     VO32,837$7,639 12/31/2023
Financial Management Professionals Inc.30,456$7,610 03/31/2024
     VO30,456$7,610 03/31/2024
O Connor Financial Group LLC30,446$7,607 03/31/2024
     VO30,446$7,607 03/31/2024
Sand Hill Global Advisors LLC32,676$7,602 12/31/2023
     VO32,676$7,602 12/31/2023
Resources Investment Advisors LLC.32,508$7,563 12/31/2023
     VO32,508$7,563 12/31/2023
Verus Financial Partners Inc.32,769$7,560 12/31/2023
     VO32,769$7,560 12/31/2023
Addis & Hill Inc30,577$7,544 03/31/2024
     VO30,577$7,544 03/31/2024
Nikulski Financial Inc.30,029$7,503 03/31/2024
     VO30,029$7,503 03/31/2024
Wheelhouse Advisory Group LLC30,017$7,500 03/31/2024
     VO30,017$7,500 03/31/2024
Sage Financial Group Inc.32,226$7,497 12/31/2023
     VO32,226$7,497 12/31/2023
ZRC Wealth Management LLC30,001$7,493 03/31/2024
     VO30,001$7,493 03/31/2024
Chesley Taft & Associates LLC29,905$7,472 03/31/2024
     VO29,905$7,472 03/31/2024
Apella Capital LLC30,184$7,467 03/31/2024
     VO30,184$7,467 03/31/2024
Valmark Advisers Inc.32,083$7,464 12/31/2023
     VO32,083$7,464 12/31/2023
Prospera Financial Services Inc31,890$7,419 12/31/2023
     VO31,890$7,419 12/31/2023
Stratos Wealth Advisors LLC29,637$7,405 03/31/2024
     VO29,637$7,405 03/31/2024
Monticello Wealth Management LLC29,538$7,380 03/31/2024
     VO29,538$7,380 03/31/2024
Swisher Financial Concepts Inc.30,153$7,342 03/31/2024
     VO30,153$7,342 03/31/2024
Headinvest LLC31,356$7,295 12/31/2023
     VO31,356$7,295 12/31/2023
Financial Engines Advisors L.L.C.31,151$7,247 12/31/2023
     VO31,151$7,247 12/31/2023
Addison Advisors LLC30,980$7,207 12/31/2023
     VO30,980$7,207 12/31/2023
Daymark Wealth Partners LLC28,670$7,163 03/31/2024
     VO28,670$7,163 03/31/2024
Tsfg LLC28,656$7,160 03/31/2024
     VO28,656$7,160 03/31/2024
Optas LLC28,601$7,147 03/31/2024
     VO28,601$7,147 03/31/2024
JDM Financial Group LLC30,632$7,126 12/31/2023
     VO30,632$7,126 12/31/2023
Cozad Asset Management Inc.30,462$7,087 12/31/2023
     VO30,462$7,087 12/31/2023
Roundview Capital LLC30,214$7,029 12/31/2023
     VO30,214$7,029 12/31/2023
Spire Wealth Management27,980$6,991 03/31/2024
     VO27,980$6,991 03/31/2024
Steward Partners Investment Advisory LLC29,983$6,975 12/31/2023
     VO29,983$6,975 12/31/2023
Benchmark Financial Wealth Advisors LLC27,852$6,959 03/31/2024
     VO27,852$6,959 03/31/2024
FLC Capital Advisors29,728$6,916 12/31/2023
     VO29,728$6,916 12/31/2023
Global Retirement Partners LLC27,587$6,893 03/31/2024
     VO27,587$6,893 03/31/2024
Elwood & Goetz Wealth Advisory Group LLC27,537$6,880 03/31/2024
     VO27,537$6,880 03/31/2024
Warner Financial Inc.27,438$6,856 03/31/2024
     VO27,438$6,856 03/31/2024
Savant Capital LLC29,215$6,797 12/31/2023
     VO29,215$6,797 12/31/2023
Ausdal Financial Partners Inc.27,090$6,769 03/31/2024
     VO27,090$6,769 03/31/2024
Caliber Wealth Management LLC26,873$6,714 03/31/2024
     VO26,873$6,714 03/31/2024
Blackston Financial Advisory Group LLC28,747$6,688 12/31/2023
     VO28,747$6,688 12/31/2023
Quest Investment Management LLC28,736$6,685 12/31/2023
     VO28,736$6,685 12/31/2023
Visionary Wealth Advisors28,698$6,676 12/31/2023
     VO28,698$6,676 12/31/2023
Concurrent Investment Advisors LLC28,686$6,673 12/31/2023
     VO28,686$6,673 12/31/2023
AAFCPAs Wealth Management LLC28,674$6,671 12/31/2023
     VO28,674$6,671 12/31/2023
Sawgrass Asset Management LLC28,640$6,663 12/31/2023
     VO28,640$6,663 12/31/2023
Perigon Wealth Management LLC28,575$6,648 12/31/2023
     VO28,575$6,648 12/31/2023
MorganRosel Wealth Management LLC26,408$6,598 03/31/2024
     VO26,408$6,598 03/31/2024
Kathleen S. Wright Associates Inc.26,254$6,560 03/31/2024
     VO26,254$6,560 03/31/2024
Almanack Investment Partners LLC.28,086$6,534 12/31/2023
     VO28,086$6,534 12/31/2023
MONECO Advisors LLC26,126$6,528 03/31/2024
     VO26,126$6,528 03/31/2024
Prosperitas Financial LLC27,837$6,476 12/31/2023
     VO27,837$6,476 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC29,811$6,472 12/31/2023
     VO29,811$6,472 12/31/2023
Kestra Private Wealth Services LLC27,755$6,457 12/31/2023
     VO27,755$6,457 12/31/2023
Commerce Bank27,581$6,416 12/31/2023
     VO27,581$6,416 12/31/2023
Bennett Associates Wealth Management25,659$6,411 03/31/2024
     VO25,659$6,411 03/31/2024
Stephenson National Bank & Trust25,507$6,373 03/31/2024
     VO25,507$6,373 03/31/2024
Cypress Wealth Services LLC25,283$6,317 03/31/2024
     VO25,283$6,317 03/31/2024
Crestwood Advisors Group LLC27,153$6,317 12/31/2023
     VO27,153$6,317 12/31/2023
Buck Wealth Strategies LLC26,952$6,270 12/31/2023
     VO26,952$6,270 12/31/2023
Regal Wealth Group Inc.27,389$6,236 12/31/2023
     VO27,389$6,236 12/31/2023
WASHINGTON TRUST Co24,941$6,232 03/31/2024
     VO24,941$6,232 03/31/2024
First National Bank Sioux Falls24,899$6,221 03/31/2024
     VO24,899$6,221 03/31/2024
PAX Financial Group LLC26,609$6,220 12/31/2023
     VO26,609$6,220 12/31/2023
Vanguard Group Inc.26,290$6,116 12/31/2023
     VO26,290$6,116 12/31/2023
Northcape Wealth Management LLC26,286$6,115 12/31/2023
     VO26,286$6,115 12/31/2023
Integrated Advisors Network LLC26,254$6,108 12/31/2023
     VO26,254$6,108 12/31/2023
Meridian Wealth Advisors LLC26,201$6,095 12/31/2023
     VO26,201$6,095 12/31/2023
Warren Averett Asset Management LLC26,114$6,075 12/31/2023
     VO26,114$6,075 12/31/2023
Bristlecone Advisors LLC24,293$6,070 03/31/2024
     VO24,293$6,070 03/31/2024
WMS Partners LLC26,085$6,068 12/31/2023
     VO26,085$6,068 12/31/2023
Zuckerman Investment Group LLC26,043$6,059 12/31/2023
     VO26,043$6,059 12/31/2023
XML Financial LLC25,673$5,972 12/31/2023
     VO25,673$5,972 12/31/2023
First PREMIER Bank23,843$5,957 03/31/2024
     VO23,843$5,957 03/31/2024
Brighton Jones LLC25,408$5,911 12/31/2023
     VO25,408$5,911 12/31/2023
First Merchants Corp23,495$5,870 03/31/2024
     VO23,495$5,870 03/31/2024
Harbor Advisory Corp MA25,231$5,870 12/31/2023
     VO25,231$5,870 12/31/2023
Perfromance Wealth Partners LLC25,060$5,830 12/31/2023
     VO25,060$5,830 12/31/2023
Dark Forest Capital Management LP24,869$5,786 12/31/2023
     VO24,869$5,786 12/31/2023
Cahill Financial Advisors Inc.24,745$5,757 12/31/2023
     VO24,745$5,757 12/31/2023
High Pines Wealth Management LLC24,671$5,739 12/31/2023
     VO24,671$5,739 12/31/2023
One Capital Management LLC24,592$5,721 12/31/2023
     VO24,592$5,721 12/31/2023
Parsons Capital Management Inc. RI22,861$5,712 03/31/2024
     VO22,861$5,712 03/31/2024
Gill Capital Partners LLC24,436$5,685 12/31/2023
     VO24,436$5,685 12/31/2023
Walkner Condon Financial Advisors LLC22,725$5,678 03/31/2024
     VO22,725$5,678 03/31/2024
United Bank24,402$5,677 12/31/2023
     VO24,402$5,677 12/31/2023
Acorn Financial Advisory Services Inc. ADV24,496$5,672 12/31/2023
     VO24,496$5,672 12/31/2023
Capital Insight Partners LLC22,652$5,660 03/31/2024
     VO22,652$5,660 03/31/2024
Private Advisory Group LLC24,170$5,623 12/31/2023
     VO24,170$5,623 12/31/2023
Fortitude Family Office LLC22,458$5,611 03/31/2024
     VO22,458$5,611 03/31/2024
Continuum Advisory LLC24,061$5,598 12/31/2023
     VO24,061$5,598 12/31/2023
Essex Financial Services Inc.22,349$5,584 03/31/2024
     VO22,349$5,584 03/31/2024
Nwam LLC23,983$5,579 12/31/2023
     VO23,983$5,579 12/31/2023
Aveo Capital Partners LLC23,958$5,574 12/31/2023
     VO23,958$5,574 12/31/2023
Kovitz Investment Group Partners LLC23,822$5,542 12/31/2023
     VO23,822$5,542 12/31/2023
MBL Wealth LLC22,013$5,500 03/31/2024
     VO22,013$5,500 03/31/2024
Beaumont Capital Management LLC23,607$5,492 12/31/2023
     VO23,607$5,492 12/31/2023
United Capital Financial Advisers LLC23,519$5,471 12/31/2023
     VO23,519$5,471 12/31/2023
Culbertson A N & Co. Inc.23,455$5,457 12/31/2023
     VO23,455$5,457 12/31/2023
Grove Bank & Trust23,420$5,448 12/31/2023
     VO23,420$5,448 12/31/2023
Benedetti & Gucer Inc.23,370$5,437 12/31/2023
     VO23,370$5,437 12/31/2023
Fonville Wealth Management LLC21,692$5,420 03/31/2024
     VO21,692$5,420 03/31/2024
Mutual Advisors LLC23,290$5,418 12/31/2023
     VO23,290$5,418 12/31/2023
Advisors Capital Management LLC23,190$5,395 12/31/2023
     VO23,190$5,395 12/31/2023
Johnson Investment Counsel Inc.23,032$5,358 12/31/2023
     VO23,032$5,358 12/31/2023
Forum Private Client Group LLC22,817$5,308 12/31/2023
     VO22,817$5,308 12/31/2023
Mystic Asset Management Inc.22,802$5,305 12/31/2023
     VO22,802$5,305 12/31/2023
We Are One Seven LLC22,789$5,302 12/31/2023
     VO22,789$5,302 12/31/2023
James J. Burns & Company LLC21,542$5,296 03/31/2024
     VO21,542$5,296 03/31/2024
Cary Street Partners Investment Advisory LLC22,651$5,270 12/31/2023
     VO22,651$5,270 12/31/2023
Synovus Financial Corp22,589$5,258 12/31/2023
     VO22,589$5,258 12/31/2023
OneAscent Financial Services LLC20,981$5,242 03/31/2024
     VO20,981$5,242 03/31/2024
Gladstone Institutional Advisory LLC22,513$5,238 12/31/2023
     VO22,513$5,238 12/31/2023
Retirement Income Solutions Inc22,450$5,223 12/31/2023
     VO22,450$5,223 12/31/2023
Bull Oak Capital LLC20,832$5,205 03/31/2024
     VO20,832$5,205 03/31/2024
MY Wealth Management Inc.22,171$5,158 12/31/2023
     VO22,171$5,158 12/31/2023
Lindbrook Capital LLC20,520$5,127 03/31/2024
     VO20,520$5,127 03/31/2024
CAP Partners LLC20,356$5,086 03/31/2024
     VO20,356$5,086 03/31/2024
Bartlett & Co. LLC21,727$5,083 12/31/2023
     VO21,727$5,083 12/31/2023
Bartlett & CO. Wealth Management LLC21,727$5,083 12/31/2023
     VO21,727$5,083 12/31/2023
Prudential Financial Inc.21,789$5,069 12/31/2023
     VO21,789$5,069 12/31/2023
Colony Group LLC21,763$5,063 12/31/2023
     VO21,763$5,063 12/31/2023
RWM Asset Management LLC20,101$5,023 03/31/2024
     VO20,101$5,023 03/31/2024
Roger Wittlin Investment Advisory LLC21,389$4,978 12/31/2023
     VO21,389$4,978 12/31/2023
Atria Investments LLC21,075$4,903 12/31/2023
     VO21,075$4,903 12/31/2023
Lokken Investment Group LLC21,075$4,903 12/31/2023
     VO21,075$4,903 12/31/2023
Glass Jacobson Investment Advisors llc19,584$4,893 03/31/2024
     VO19,584$4,893 03/31/2024
Fundamentun LLC19,576$4,891 03/31/2024
     VO19,576$4,891 03/31/2024
Ziegler Capital Management LLC20,876$4,857 12/31/2023
     VO20,876$4,857 12/31/2023
Refined Wealth Management19,198$4,797 03/31/2024
     VO19,198$4,797 03/31/2024
Hanlon Investment Management Inc.20,617$4,796 12/31/2023
     VO20,617$4,796 12/31/2023
Lane & Associates LLC19,136$4,781 03/31/2024
     VO19,136$4,781 03/31/2024
Advisory Services Network LLC20,466$4,761 12/31/2023
     VO20,466$4,761 12/31/2023
EP Wealth Advisors LLC20,414$4,749 12/31/2023
     VO20,414$4,749 12/31/2023
Benchmark Wealth Management LLC18,870$4,715 03/31/2024
     VO18,870$4,715 03/31/2024
Citigroup Inc.20,232$4,707 12/31/2023
     VO20,232$4,707 12/31/2023
Retirement Planning Co of New England Inc.20,168$4,692 12/31/2023
     VO20,168$4,692 12/31/2023
Buckingham Strategic Partners20,066$4,668 12/31/2023
     VO20,066$4,668 12/31/2023
BKM Wealth Management LLC18,673$4,666 03/31/2024
     VO18,673$4,666 03/31/2024
Family Legacy Inc.18,655$4,661 03/31/2024
     VO18,655$4,661 03/31/2024
Bridgewealth Advisory Group LLC18,537$4,632 03/31/2024
     VO18,537$4,632 03/31/2024
Financial Planning & Information Services Inc.19,748$4,594 12/31/2023
     VO19,748$4,594 12/31/2023
FinDec Wealth Services Inc.19,664$4,575 12/31/2023
     VO19,664$4,575 12/31/2023
Calamos Wealth Management LLC19,428$4,520 12/31/2023
     VO19,428$4,520 12/31/2023
Park Avenue Securities LLC18,085$4,519 03/31/2024
     VO18,085$4,519 03/31/2024
StoneX Group Inc.19,389$4,511 12/31/2023
     VO19,389$4,511 12/31/2023
Financial Insights Inc.17,905$4,474 03/31/2024
     VO17,905$4,474 03/31/2024
BBR Partners LLC19,142$4,453 12/31/2023
     VO19,142$4,453 12/31/2023
Foster Victor Wealth Advisors LLC18,238$4,444 03/31/2024
     VO18,238$4,444 03/31/2024
Spinnaker Trust18,933$4,405 12/31/2023
     VO18,933$4,405 12/31/2023
CPA Asset Management LLC18,859$4,387 12/31/2023
     VO18,859$4,387 12/31/2023
LWS Wealth Advisors Inc.18,831$4,381 12/31/2023
     VO18,831$4,381 12/31/2023
King Wealth18,805$4,375 12/31/2023
     VO18,805$4,375 12/31/2023
Cedrus LLC17,408$4,350 03/31/2024
     VO17,408$4,350 03/31/2024
Salomon & Ludwin LLC18,651$4,339 12/31/2023
     VO18,651$4,339 12/31/2023
Gleason Group Inc.17,342$4,333 03/31/2024
     VO17,342$4,333 03/31/2024
Smith Moore & CO.18,627$4,333 12/31/2023
     VO18,627$4,333 12/31/2023
Mesirow Financial Investment Management Equity Management18,485$4,300 12/31/2023
     VO18,485$4,300 12/31/2023
Scotia Capital Inc.18,387$4,278 12/31/2023
     VO18,387$4,278 12/31/2023
Fort Washington Investment Advisors Inc. OH18,320$4,262 03/31/2024
     VO18,320$4,262 03/31/2024
Shorepoint Capital Partners LLC18,302$4,258 12/31/2023
     VO18,302$4,258 12/31/2023
S.A. Mason LLC16,913$4,226 03/31/2024
     VO16,913$4,226 03/31/2024
Grant Street Asset Management Inc.18,153$4,223 12/31/2023
     VO18,153$4,223 12/31/2023
Strategic Investment Advisors MI16,773$4,191 03/31/2024
     VO16,773$4,191 03/31/2024
Pacific Center for Financial Services17,989$4,185 12/31/2023
     VO17,989$4,185 12/31/2023
DAVENPORT & Co LLC17,960$4,178 12/31/2023
     VO17,960$4,178 12/31/2023
Beacon Bridge Wealth Partners LLC17,912$4,167 12/31/2023
     VO17,912$4,167 12/31/2023
Gilman Hill Asset Management LLC16,612$4,151 03/31/2024
     VO16,612$4,151 03/31/2024
Orin Green Financial LLC17,761$4,132 12/31/2023
     VO17,761$4,132 12/31/2023
John W. Brooker & Co. CPAs16,435$4,106 03/31/2024
     VO16,435$4,106 03/31/2024
Aurum Wealth Management Group LLC16,392$4,096 03/31/2024
     VO16,392$4,096 03/31/2024
UMB Bank N A MO16,350$4,085 03/31/2024
     VO16,350$4,085 03/31/2024
Legacy Financial Group LLC16,174$4,041 03/31/2024
     VO16,174$4,041 03/31/2024
Gainplan LLC16,171$4,040 03/31/2024
     VO16,171$4,040 03/31/2024
Fiduciary Trust Co.17,234$4,009 12/31/2023
     VO17,234$4,009 12/31/2023
REDW Wealth LLC17,208$4,003 12/31/2023
     VO17,208$4,003 12/31/2023
Ellenbecker Investment Group15,995$3,997 03/31/2024
     VO15,995$3,997 03/31/2024
Hilltop Wealth Advisors LLC15,972$3,991 03/31/2024
     VO15,972$3,991 03/31/2024
Argent Trust Co17,118$3,982 12/31/2023
     VO17,118$3,982 12/31/2023
Bernardo Wealth Planning LLC17,079$3,973 12/31/2023
     VO17,079$3,973 12/31/2023
Kendall Capital Management17,039$3,964 12/31/2023
     VO17,039$3,964 12/31/2023
Harbour Investments Inc.16,873$3,925 12/31/2023
     VO16,873$3,925 12/31/2023
Miracle Mile Advisors LLC15,629$3,905 03/31/2024
     VO15,629$3,905 03/31/2024
Philadelphia Trust Co.16,760$3,899 12/31/2023
     VO16,760$3,899 12/31/2023
Mather Group LLC.16,636$3,870 03/31/2024
     VO16,636$3,870 03/31/2024
RFG Advisory LLC15,329$3,830 03/31/2024
     VO15,329$3,830 03/31/2024
Conservest Capital Advisors Inc.16,397$3,815 12/31/2023
     VO16,397$3,815 12/31/2023
Moisand Fitzgerald Tamayo LLC15,213$3,801 03/31/2024
     VO15,213$3,801 03/31/2024
Yarger Wealth Strategies LLC16,331$3,799 12/31/2023
     VO16,331$3,799 12/31/2023
BCGM Wealth Management LLC16,234$3,777 12/31/2023
     VO16,234$3,777 12/31/2023
Evercore Wealth Management LLC16,099$3,745 12/31/2023
     VO16,099$3,745 12/31/2023
Fogel Capital Management Inc.15,959$3,731 12/31/2023
     VO15,959$3,731 12/31/2023
MAS Advisors LLC15,925$3,705 12/31/2023
     VO15,925$3,705 12/31/2023
Gradient Capital Advisors LLC14,735$3,682 03/31/2024
     VO14,735$3,682 03/31/2024
WP Advisors LLC15,818$3,680 12/31/2023
     VO15,818$3,680 12/31/2023
Armbruster Capital Management Inc.15,787$3,673 12/31/2023
     VO15,787$3,673 12/31/2023
Fifth Third Securities Inc.14,696$3,672 03/31/2024
     VO14,696$3,672 03/31/2024
Cornerstone Advisory LLC15,743$3,663 12/31/2023
     VO15,743$3,663 12/31/2023
Eagle Strategies LLC14,637$3,657 03/31/2024
     VO14,637$3,657 03/31/2024
Mokosak Advisory Group LLC15,702$3,654 12/31/2023
     VO15,702$3,654 12/31/2023
Flagship Harbor Advisors LLC14,460$3,613 03/31/2024
     VO14,460$3,613 03/31/2024
Kingsview Wealth Management LLC15,441$3,592 12/31/2023
     VO15,441$3,592 12/31/2023
Geneva Partners LLC15,327$3,566 12/31/2023
     VO15,327$3,566 12/31/2023
Hofer & Associates. Inc14,234$3,556 03/31/2024
     VO14,234$3,556 03/31/2024
Keystone Financial Group15,256$3,549 12/31/2023
     VO15,256$3,549 12/31/2023
CWM LLC14,185$3,544 03/31/2024
     VO14,185$3,544 03/31/2024
Arvest Trust Co. N A15,159$3,527 12/31/2023
     VO15,159$3,527 12/31/2023
City Holding Co.14,102$3,523 03/31/2024
     VO14,102$3,523 03/31/2024
Verus Capital Partners LLC15,139$3,522 12/31/2023
     VO15,139$3,522 12/31/2023
Regal Investment Advisors LLC15,021$3,495 12/31/2023
     VO15,021$3,495 12/31/2023
Motley Fool Wealth Management LLC15,031$3,491 12/31/2023
     VO15,031$3,491 12/31/2023
Narus Financial Partners LLC13,957$3,487 03/31/2024
     VO13,957$3,487 03/31/2024
Alesco Advisors LLC14,919$3,471 12/31/2023
     VO14,919$3,471 12/31/2023
Sheets Smith Wealth Management14,835$3,451 12/31/2023
     VO14,835$3,451 12/31/2023
South State CORP.14,796$3,442 12/31/2023
     VO14,796$3,442 12/31/2023
Clayton Financial Group LLC14,724$3,425 12/31/2023
     VO14,724$3,425 12/31/2023
Fermata Advisors LLC13,678$3,418 03/31/2024
     VO13,678$3,418 03/31/2024
Vicus Capital13,659$3,413 03/31/2024
     VO13,659$3,413 03/31/2024
KCM Investment Advisors LLC14,652$3,409 12/31/2023
     VO14,652$3,409 12/31/2023
FDx Advisors Inc.14,626$3,403 12/31/2023
     VO14,626$3,403 12/31/2023
MGO Private Wealth LLC13,545$3,384 03/31/2024
     VO13,545$3,384 03/31/2024
Stock Yards Bank & Trust Co.14,492$3,371 12/31/2023
     VO14,492$3,371 12/31/2023
Wilson & Boucher Capital Management LLC14,426$3,356 12/31/2023
     VO14,426$3,356 12/31/2023
First Financialcorp IN13,326$3,330 03/31/2024
     VO13,326$3,330 03/31/2024
Retirement Planning Group13,321$3,328 03/31/2024
     VO13,321$3,328 03/31/2024
Patriot Financial Group Insurance Agency LLC14,298$3,326 12/31/2023
     VO14,298$3,326 12/31/2023
Cedar Brook Financial Partners LLC13,216$3,302 03/31/2024
     VO13,216$3,302 03/31/2024
Windham Capital Management LLC14,047$3,268 12/31/2023
     VO14,047$3,268 12/31/2023
White Lighthouse Investment Management Inc.14,048$3,268 12/31/2023
     VO14,048$3,268 12/31/2023
First United Bank Trust14,034$3,265 12/31/2023
     VO14,034$3,265 12/31/2023
WESCAP Management Group Inc.13,999$3,257 12/31/2023
     VO13,999$3,257 12/31/2023
Qube Research & Technologies Ltd13,957$3,247 12/31/2023
     VO13,957$3,247 12/31/2023
Financial Advisory Partners LLC12,913$3,226 03/31/2024
     VO12,913$3,226 03/31/2024
Legacy Advisors LLC13,806$3,212 12/31/2023
     VO13,806$3,212 12/31/2023
Vickerman Investment Advisors Inc.13,673$3,181 12/31/2023
     VO13,673$3,181 12/31/2023
SOA Wealth Advisors LLC.12,727$3,180 03/31/2024
     VO12,727$3,180 03/31/2024
Guardian Wealth Advisors LLC NC13,646$3,175 12/31/2023
     VO13,646$3,175 12/31/2023
Cornerstone Wealth Management LLC12,651$3,161 03/31/2024
     VO12,651$3,161 03/31/2024
Carmichael Hill & Associates Inc.12,644$3,159 03/31/2024
     VO12,644$3,159 03/31/2024
Silvia Mccoll Wealth Management LLC12,950$3,156 03/31/2024
     VO12,950$3,156 03/31/2024
Secure Asset Management LLC13,546$3,151 12/31/2023
     VO13,546$3,151 12/31/2023
Alera Investment Advisors LLC13,518$3,145 12/31/2023
     VO13,518$3,145 12/31/2023
Charter Trust Co.12,572$3,141 03/31/2024
     VO12,572$3,141 03/31/2024
Brio Consultants LLC13,498$3,140 12/31/2023
     VO13,498$3,140 12/31/2023
Koshinski Asset Management Inc.13,426$3,123 12/31/2023
     VO13,426$3,123 12/31/2023
TrinityPoint Wealth LLC13,386$3,114 12/31/2023
     VO13,386$3,114 12/31/2023
Vident Advisory LLC13,362$3,109 12/31/2023
     VO13,362$3,109 12/31/2023
Omnia Family Wealth LLC13,355$3,107 12/31/2023
     VO13,355$3,107 12/31/2023
Allen Mooney & Barnes Investment Advisors LLC12,646$3,082 03/31/2024
     VO12,646$3,082 03/31/2024
Millennium Management LLC13,188$3,068 12/31/2023
     VO13,188$3,068 12/31/2023
Summit Financial Wealth Advisors LLC13,135$3,056 12/31/2023
     VO13,135$3,056 12/31/2023
Retirement Guys Formula LLC12,208$3,050 03/31/2024
     VO12,208$3,050 03/31/2024
Victory Financial Group LLC13,052$3,036 12/31/2023
     VO13,052$3,036 12/31/2023
Greenwich Wealth Management LLC12,965$3,016 12/31/2023
     VO12,965$3,016 12/31/2023
Alliance Wealth Advisors LLC12,048$3,010 03/31/2024
     VO12,048$3,010 03/31/2024
First National Bank of Omaha12,917$3,005 12/31/2023
     VO12,917$3,005 12/31/2023
Dohj LLC12,023$3,004 03/31/2024
     VO12,023$3,004 03/31/2024
Capital Advisors Wealth Management LLC11,990$2,996 03/31/2024
     VO11,990$2,996 03/31/2024
Baron Silver Stevens Financial Advisors LLC12,791$2,976 12/31/2023
     VO12,791$2,976 12/31/2023
Badgley Phelps Wealth Managers LLC12,761$2,969 12/31/2023
     VO12,761$2,969 12/31/2023
Bridges Investment Management Inc.11,829$2,956 03/31/2024
     VO11,829$2,956 03/31/2024
Main Street Financial Solutions LLC11,826$2,955 03/31/2024
     VO11,826$2,955 03/31/2024
Mayflower Financial Advisors LLC12,673$2,948 12/31/2023
     VO12,673$2,948 12/31/2023
Topel & Distasi Wealth Management LLC12,649$2,943 12/31/2023
     VO12,649$2,943 12/31/2023
Focus Financial Network Inc. ADV12,634$2,939 12/31/2023
     VO12,634$2,939 12/31/2023
Lion Street Advisors LLC12,616$2,935 03/31/2024
     VO12,616$2,935 03/31/2024
Revolve Wealth Partners LLC11,597$2,898 03/31/2024
     VO11,597$2,898 03/31/2024
Wedbush Securities Inc.12,458$2,898 12/31/2023
     VO12,458$2,898 12/31/2023
Country Club Bank GFN11,518$2,878 03/31/2024
     VO11,518$2,878 03/31/2024
Goelzer Investment Management Inc.12,369$2,878 12/31/2023
     VO12,369$2,878 12/31/2023
IFP Advisors Inc12,369$2,878 12/31/2023
     VO12,369$2,878 12/31/2023
Centaurus Financial Inc.12,287$2,858 12/31/2023
     VO12,287$2,858 12/31/2023
Wiley BROS. Aintree Capital LLC11,731$2,855 03/31/2024
     VO11,731$2,855 03/31/2024
Modus Advisors LLC11,357$2,838 03/31/2024
     VO11,357$2,838 03/31/2024
Peak Asset Management LLC12,145$2,825 12/31/2023
     VO12,145$2,825 12/31/2023
Verdence Capital Advisors LLC11,239$2,808 03/31/2024
     VO11,239$2,808 03/31/2024
Global Assets Advisory LLC11,171$2,791 03/31/2024
     VO11,171$2,791 03/31/2024
Wsfs Capital Management LLC11,997$2,791 12/31/2023
     VO11,997$2,791 12/31/2023
Brown Miller Wealth Management LLC11,152$2,786 03/31/2024
     VO11,152$2,786 03/31/2024
Michael B. Yongue11,975$2,786 12/31/2023
     VO11,975$2,786 12/31/2023
Creative Financial Designs Inc. ADV11,967$2,784 12/31/2023
     VO11,967$2,784 12/31/2023
Diversified Trust Co11,126$2,780 03/31/2024
     VO11,126$2,780 03/31/2024
AdvisorNet Financial Inc11,084$2,769 03/31/2024
     VO11,084$2,769 03/31/2024
Fort Point Capital Partners LLC11,838$2,754 12/31/2023
     VO11,838$2,754 12/31/2023
Appleton Partners Inc. MA11,006$2,750 03/31/2024
     VO11,006$2,750 03/31/2024
Duncker Streett & Co. Inc.10,976$2,743 03/31/2024
     VO10,976$2,743 03/31/2024
Financial Freedom LLC10,969$2,741 03/31/2024
     VO10,969$2,741 03/31/2024
GEM Asset Management LLC11,743$2,732 12/31/2023
     VO11,743$2,732 12/31/2023
Proffitt & Goodson Inc.10,884$2,719 03/31/2024
     VO10,884$2,719 03/31/2024
Magnus Financial Group LLC11,671$2,715 12/31/2023
     VO11,671$2,715 12/31/2023
Boston Private Wealth LLC11,603$2,699 12/31/2023
     VO11,603$2,699 12/31/2023
Pinnacle Wealth Management Advisory Group LLC11,589$2,696 12/31/2023
     VO11,589$2,696 12/31/2023
Gilbert & Cook Inc.11,589$2,696 12/31/2023
     VO11,589$2,696 12/31/2023
Family Management Corp11,567$2,691 12/31/2023
     VO11,567$2,691 12/31/2023
Sweet Financial Partners LLC10,729$2,681 03/31/2024
     VO10,729$2,681 03/31/2024
Sigma Planning Corp11,444$2,662 12/31/2023
     VO11,444$2,662 12/31/2023
Objective Capital Management LLC11,357$2,642 12/31/2023
     VO11,357$2,642 12/31/2023
Conning Inc.10,535$2,632 03/31/2024
     VO10,535$2,632 03/31/2024
Transcendent Capital Group LLC11,307$2,630 03/31/2024
     VO11,307$2,630 03/31/2024
IHT Wealth Management LLC11,290$2,626 12/31/2023
     VO11,290$2,626 12/31/2023
Wealth Alliance11,257$2,619 12/31/2023
     VO11,257$2,619 12/31/2023
Consolidated Planning Corp11,245$2,616 12/31/2023
     VO11,245$2,616 12/31/2023
Moneywise Inc.10,451$2,611 03/31/2024
     VO10,451$2,611 03/31/2024
Investment Partners LTD.10,421$2,604 03/31/2024
     VO10,421$2,604 03/31/2024
Seven Post Investment Office LP10,415$2,602 03/31/2024
     VO10,415$2,602 03/31/2024
Merit Financial Group LLC11,185$2,602 12/31/2023
     VO11,185$2,602 12/31/2023
MidWestOne Financial Group Inc.11,180$2,601 12/31/2023
     VO11,180$2,601 12/31/2023
American Money Management LLC11,119$2,587 12/31/2023
     VO11,119$2,587 12/31/2023
Thoroughbred Financial Services LLC11,058$2,572 12/31/2023
     VO11,058$2,572 12/31/2023
Fusion Family Wealth LLC11,055$2,572 12/31/2023
     VO11,055$2,572 12/31/2023
Financial Advocates Investment Management10,990$2,557 12/31/2023
     VO10,990$2,557 12/31/2023
First Foundation Advisors10,987$2,556 12/31/2023
     VO10,987$2,556 12/31/2023
Capital Management Associates Inc10,959$2,550 12/31/2023
     VO10,959$2,550 12/31/2023
Aureus Asset Management LLC10,954$2,548 12/31/2023
     VO10,954$2,548 12/31/2023
Wealthspan Partners LLC10,865$2,528 12/31/2023
     VO10,865$2,528 12/31/2023
First National Trust Co10,114$2,527 03/31/2024
     VO10,114$2,527 03/31/2024
GYL Financial Synergies LLC10,834$2,520 12/31/2023
     VO10,834$2,520 12/31/2023
9258 Wealth Management LLC10,783$2,509 12/31/2023
     VO10,783$2,509 12/31/2023
Columbus Macro LLC10,037$2,508 03/31/2024
     VO10,037$2,508 03/31/2024
My Personal CFO LLC10,021$2,504 03/31/2024
     VO10,021$2,504 03/31/2024
Atlas Capital Advisors LLC10,016$2,503 03/31/2024
     VO10,016$2,503 03/31/2024
PFW Advisors LLC9,953$2,487 03/31/2024
     VO9,953$2,487 03/31/2024
Modera Wealth Management LLC10,674$2,483 12/31/2023
     VO10,674$2,483 12/31/2023
Fiera Capital Corp10,623$2,471 12/31/2023
     VO10,623$2,471 12/31/2023
Snowden Capital Advisors LLC10,584$2,462 12/31/2023
     VO10,584$2,462 12/31/2023
New Perspectives Inc9,813$2,452 03/31/2024
     VO9,813$2,452 03/31/2024
ERn Financial LLC9,789$2,446 03/31/2024
     VO9,789$2,446 03/31/2024
Focus Financial Network Inc.10,343$2,432 03/31/2024
     VO10,343$2,432 03/31/2024
Linscomb & Williams Inc.10,393$2,418 12/31/2023
     VO10,393$2,418 12/31/2023
Brookstone Capital Management9,595$2,398 03/31/2024
     VO9,595$2,398 03/31/2024
Watershed Private Wealth LLC10,227$2,379 12/31/2023
     VO10,227$2,379 12/31/2023
Truepoint Inc.10,216$2,377 12/31/2023
     VO10,216$2,377 12/31/2023
Sound View Wealth Advisors Group LLC10,203$2,374 12/31/2023
     VO10,203$2,374 12/31/2023
Journey Advisory Group LLC10,206$2,374 12/31/2023
     VO10,206$2,374 12/31/2023
GoalFusion Wealth Management LLC9,478$2,368 03/31/2024
     VO9,478$2,368 03/31/2024
CKW Financial Group9,510$2,361 03/31/2024
     VO9,510$2,361 03/31/2024
Rooted Wealth Advisors Inc.9,600$2,360 03/31/2024
     VO9,600$2,360 03/31/2024
Arete Wealth Advisors LLC10,142$2,359 12/31/2023
     VO10,142$2,359 12/31/2023
Dana Investment Advisors Inc.10,111$2,352 12/31/2023
     VO10,111$2,352 12/31/2023
GFS Advisors LLC9,405$2,350 03/31/2024
     VO9,405$2,350 03/31/2024
Apollon Wealth Management LLC10,090$2,347 12/31/2023
     VO10,090$2,347 12/31/2023
Advocate Group LLC9,352$2,337 03/31/2024
     VO9,352$2,337 03/31/2024
Missouri Trust & Investment Co10,026$2,332 12/31/2023
     VO10,026$2,332 12/31/2023
Abbot Financial Management Inc.9,978$2,321 12/31/2023
     VO9,978$2,321 12/31/2023
Insight Financial Services9,245$2,310 03/31/2024
     VO9,245$2,310 03/31/2024
Columbia Asset Management9,928$2,310 12/31/2023
     VO9,928$2,310 12/31/2023
CM Wealth Advisors LLC9,923$2,308 12/31/2023
     VO9,923$2,308 12/31/2023
Welch & Forbes LLC9,913$2,306 12/31/2023
     VO9,913$2,306 12/31/2023
Ridgewood Investments LLC9,223$2,305 03/31/2024
     VO9,223$2,305 03/31/2024
Seamount Financial Group Inc.9,213$2,302 03/31/2024
     VO9,213$2,302 03/31/2024
Kingfisher Capital LLC9,890$2,301 12/31/2023
     VO9,890$2,301 12/31/2023
Pinnacle Financial Group LLC IL9,876$2,298 12/31/2023
     VO9,876$2,298 12/31/2023
Farmers & Merchants Investments Inc.9,129$2,281 03/31/2024
     VO9,129$2,281 03/31/2024
Mason & Associates Inc9,096$2,273 03/31/2024
     VO9,096$2,273 03/31/2024
German American Bancorp Inc.9,733$2,264 12/31/2023
     VO9,733$2,264 12/31/2023
Great Lakes Retirement Inc.9,718$2,261 12/31/2023
     VO9,718$2,261 12/31/2023
Summit Trail Advisors LLC9,043$2,259 03/31/2024
     VO9,043$2,259 03/31/2024
Signature Securities Group Corporation9,037$2,258 03/31/2024
     VO9,037$2,258 03/31/2024
Strategic Family Wealth Counselors L.L.C.9,630$2,240 12/31/2023
     VO9,630$2,240 12/31/2023
Wealthfront Advisers LLC8,936$2,233 03/31/2024
     VO8,936$2,233 03/31/2024
High Net Worth Advisory Group LLC8,911$2,227 03/31/2024
     VO8,911$2,227 03/31/2024
Encompass Wealth Advisors LLC9,561$2,224 12/31/2023
     VO9,561$2,224 12/31/2023
Fingerlakes Wealth Management Inc.8,861$2,214 03/31/2024
     VO8,861$2,214 03/31/2024
PFG Advisors9,472$2,204 12/31/2023
     VO9,472$2,204 12/31/2023
Adviser Investments LLC9,453$2,199 12/31/2023
     VO9,453$2,199 12/31/2023
Vivaldi Capital Management LLC9,494$2,194 12/31/2023
     VO9,494$2,194 12/31/2023
Defined Wealth Management LLC8,650$2,161 03/31/2024
     VO8,650$2,161 03/31/2024
Wetherby Asset Management Inc.9,275$2,158 12/31/2023
     VO9,275$2,158 12/31/2023
Boyd Wealth Management LLC8,547$2,136 03/31/2024
     VO8,547$2,136 03/31/2024
TPG Financial Advisors LLC9,159$2,116 12/31/2023
     VO9,159$2,116 12/31/2023
Sequoia Financial Advisors LLC9,086$2,114 12/31/2023
     VO9,086$2,114 12/31/2023
PCA Investment Advisory Services Inc.9,081$2,112 12/31/2023
     VO9,081$2,112 12/31/2023
Interactive Financial Advisors9,029$2,101 12/31/2023
     VO9,029$2,101 12/31/2023
Eclectic Associates Inc. ADV8,397$2,098 03/31/2024
     VO8,397$2,098 03/31/2024
Sentinel Pension Advisors Inc.9,005$2,095 12/31/2023
     VO9,005$2,095 12/31/2023
Frank Rimerman Advisors LLC8,996$2,093 12/31/2023
     VO8,996$2,093 12/31/2023
Patten Group Inc.8,335$2,083 03/31/2024
     VO8,335$2,083 03/31/2024
Mitchell Sinkler & Starr PA8,927$2,077 12/31/2023
     VO8,927$2,077 12/31/2023
Hall Kathryn A.8,905$2,072 12/31/2023
     VO8,905$2,072 12/31/2023
Intellectus Partners LLC8,868$2,063 12/31/2023
     VO8,868$2,063 12/31/2023
Pine Valley Investments Ltd Liability Co8,849$2,059 12/31/2023
     VO8,849$2,059 12/31/2023
N.E.W. Advisory Services LLC8,237$2,058 03/31/2024
     VO8,237$2,058 03/31/2024
Index Fund Advisors Inc.8,832$2,055 12/31/2023
     VO8,832$2,055 12/31/2023
Pensionmark Financial Group LLC8,824$2,053 12/31/2023
     VO8,824$2,053 12/31/2023
DeDora Capital Inc.8,183$2,045 03/31/2024
     VO8,183$2,045 03/31/2024
IFG Advisors LLC8,178$2,043 03/31/2024
     VO8,178$2,043 03/31/2024
Evoke Wealth LLC8,783$2,043 12/31/2023
     VO8,783$2,043 12/31/2023
Anchor Investment Management LLC8,761$2,038 12/31/2023
     VO8,761$2,038 12/31/2023
Cyndeo Wealth Partners LLC8,109$2,026 03/31/2024
     VO8,109$2,026 03/31/2024
City State Bank8,094$2,022 03/31/2024
     VO8,094$2,022 03/31/2024
Kohmann Bosshard Financial Services LLC8,079$2,019 03/31/2024
     VO8,079$2,019 03/31/2024
Hyman Charles D8,667$2,016 12/31/2023
     VO8,667$2,016 12/31/2023
Gibson Capital LLC8,057$2,013 03/31/2024
     VO8,057$2,013 03/31/2024
Graves Light Private Wealth Management Inc.8,653$2,013 12/31/2023
     VO8,653$2,013 12/31/2023
St. Louis Trust Co8,591$1,999 12/31/2023
     VO8,591$1,999 12/31/2023
Camelot Portfolios LLC8,574$1,995 12/31/2023
     VO8,574$1,995 12/31/2023
PFG Investments LLC7,935$1,983 03/31/2024
     VO7,935$1,983 03/31/2024
Charles Schwab Trust Co7,906$1,975 03/31/2024
     VO7,906$1,975 03/31/2024
Toroso Investments LLC8,365$1,946 12/31/2023
     VO8,365$1,946 12/31/2023
Putnam FL Investment Management Co.8,326$1,937 12/31/2023
     VO8,326$1,937 12/31/2023
Vista Wealth Management Group LLC8,328$1,937 12/31/2023
     VO8,328$1,937 12/31/2023
Wealth Dimensions Group Ltd.8,291$1,929 12/31/2023
     VO8,291$1,929 12/31/2023
Boston Trust Walden Corp7,705$1,925 03/31/2024
     VO7,705$1,925 03/31/2024
West Financial Advisors LLC7,698$1,923 03/31/2024
     VO7,698$1,923 03/31/2024
Wintrust Investments LLC8,263$1,922 12/31/2023
     VO8,263$1,922 12/31/2023
Soltis Investment Advisors LLC8,188$1,905 12/31/2023
     VO8,188$1,905 12/31/2023
Intergy Private Wealth LLC7,614$1,902 03/31/2024
     VO7,614$1,902 03/31/2024
Bay Colony Advisory Group Inc d b a Bay Colony Advisors8,169$1,901 12/31/2023
     VO8,169$1,901 12/31/2023
MY Purposeful Wealth CORP.8,134$1,892 12/31/2023
     VO8,134$1,892 12/31/2023
Certified Advisory Corp8,115$1,888 12/31/2023
     VO8,115$1,888 12/31/2023
Twin Focus Capital Partners LLC8,092$1,882 12/31/2023
     VO8,092$1,882 12/31/2023
Haverford Trust Co.8,059$1,875 12/31/2023
     VO8,059$1,875 12/31/2023
Asset Allocation & Management Company LLC7,491$1,872 03/31/2024
     VO7,491$1,872 03/31/2024
Grandview Asset Management LLC7,493$1,872 03/31/2024
     VO7,493$1,872 03/31/2024
Bangor Savings Bank7,471$1,867 03/31/2024
     VO7,471$1,867 03/31/2024
Harbor Group Inc.7,457$1,863 03/31/2024
     VO7,457$1,863 03/31/2024
AlTi Global Inc.7,921$1,843 12/31/2023
     VO7,921$1,843 12/31/2023
Hilltop Holdings Inc.7,911$1,840 12/31/2023
     VO7,911$1,840 12/31/2023
Caitlin John LLC7,870$1,831 12/31/2023
     VO7,870$1,831 12/31/2023
Shepherd Kaplan Krochuk LLC7,839$1,824 12/31/2023
     VO7,839$1,824 12/31/2023
Maltin Wealth Management Inc.7,286$1,820 03/31/2024
     VO7,286$1,820 03/31/2024
Elevated Capital Advisors LLC7,278$1,818 03/31/2024
     VO7,278$1,818 03/31/2024
Newman Dignan & Sheerar Inc.7,791$1,813 12/31/2023
     VO7,791$1,813 12/31/2023
Petix & Botte Co7,789$1,812 12/31/2023
     VO7,789$1,812 12/31/2023
Edge Capital Group LLC7,773$1,808 12/31/2023
     VO7,773$1,808 12/31/2023
Callan Capital LLC7,760$1,805 12/31/2023
     VO7,760$1,805 12/31/2023
StrongBox Wealth LLC7,746$1,802 03/31/2024
     VO7,746$1,802 03/31/2024
VeraBank N.A.7,735$1,799 12/31/2023
     VO7,735$1,799 12/31/2023
SageView Advisory Group LLC7,727$1,796 12/31/2023
     VO7,727$1,796 12/31/2023
Bragg Financial Advisors Inc7,694$1,790 12/31/2023
     VO7,694$1,790 12/31/2023
Lodestar Private Asset Management LLC7,142$1,784 03/31/2024
     VO7,142$1,784 03/31/2024
AFG Fiduciary Services Limited Partnership7,208$1,783 03/31/2024
     VO7,208$1,783 03/31/2024
BCM Advisors LLC7,418$1,777 03/31/2024
     VO7,418$1,777 03/31/2024
Transcend Wealth Collective LLC7,627$1,774 12/31/2023
     VO7,627$1,774 12/31/2023
Essex Savings Bank7,617$1,772 03/31/2024
     VO7,617$1,772 03/31/2024
Holistic Planning LLC7,570$1,761 12/31/2023
     VO7,570$1,761 12/31/2023
Lincoln Capital Corp7,035$1,758 03/31/2024
     VO7,035$1,758 03/31/2024
Argonautica Private Wealth Management Inc.7,558$1,758 12/31/2023
     VO7,558$1,758 12/31/2023
Allegiance Financial Group Advisory Services LLC7,470$1,738 12/31/2023
     VO7,470$1,738 12/31/2023
Checchi Capital Advisers LLC6,951$1,737 03/31/2024
     VO6,951$1,737 03/31/2024
Orion Portfolio Solutions LLC7,517$1,737 12/31/2023
     VO7,517$1,737 12/31/2023
Highland Capital Management LLC7,445$1,732 12/31/2023
     VO7,445$1,732 12/31/2023
Heritage Wealth Advisors7,426$1,728 12/31/2023
     VO7,426$1,728 12/31/2023
Ironwood Financial llc6,875$1,718 03/31/2024
     VO6,875$1,718 03/31/2024
Next Level Private LLC6,833$1,707 03/31/2024
     VO6,833$1,707 03/31/2024
McKinley Carter Wealth Services Inc.6,823$1,705 03/31/2024
     VO6,823$1,705 03/31/2024
RFG Holdings Inc.6,780$1,694 03/31/2024
     VO6,780$1,694 03/31/2024
Spotlight Asset Group Inc.7,282$1,694 12/31/2023
     VO7,282$1,694 12/31/2023
Leelyn Smith LLC7,243$1,685 12/31/2023
     VO7,243$1,685 12/31/2023
Foundations Investment Advisors LLC7,252$1,683 12/31/2023
     VO7,252$1,683 12/31/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management7,231$1,682 12/31/2023
     VO7,231$1,682 12/31/2023
Braun Stacey Associates Inc. $1,669 12/31/2023
     MUTUAL FUNDS6,124$1,669 12/31/2023
Hurlow Wealth Management Group Inc.6,645$1,660 03/31/2024
     VO6,645$1,660 03/31/2024
Affiance Financial LLC6,567$1,641 03/31/2024
     VO6,567$1,641 03/31/2024
Chatham Capital Group Inc.6,520$1,629 03/31/2024
     VO6,520$1,629 03/31/2024
Relative Value Partners Group LLC6,962$1,620 12/31/2023
     VO6,962$1,620 12/31/2023
RE Dickinson Investment Advisors LLC6,951$1,617 12/31/2023
     VO6,951$1,617 12/31/2023
NBC Securities Inc.6,462$1,614 03/31/2024
     VO6,462$1,614 03/31/2024
Stablepoint Partners LLC6,451$1,612 03/31/2024
     VO6,451$1,612 03/31/2024
Cypress Capital Group6,897$1,605 12/31/2023
     VO6,897$1,605 12/31/2023
Covington Investment Advisors Inc.6,881$1,601 12/31/2023
     VO6,881$1,601 12/31/2023
Planning Directions Inc.6,857$1,595 12/31/2023
     VO6,857$1,595 12/31/2023
West Bancorporation Inc.6,779$1,577 12/31/2023
     VO6,779$1,577 12/31/2023
Dorsey & Whitney Trust CO LLC6,748$1,570 12/31/2023
     VO6,748$1,570 12/31/2023
Sandy Spring Bank6,733$1,566 12/31/2023
     VO6,733$1,566 12/31/2023
Viawealth LLC6,725$1,564 12/31/2023
     VO6,725$1,564 12/31/2023
Farther Finance Advisors LLC6,700$1,559 12/31/2023
     VO6,700$1,559 12/31/2023
Valtinson Bruner Financial Planning LLC6,694$1,557 12/31/2023
     VO6,694$1,557 12/31/2023
Compass Ion Advisors LLC6,197$1,548 03/31/2024
     VO6,197$1,548 03/31/2024
FF Advisors LLC6,195$1,548 03/31/2024
     VO6,195$1,548 03/31/2024
Segment Wealth Management LLC6,190$1,547 03/31/2024
     VO6,190$1,547 03/31/2024
Montis Financial LLC6,189$1,546 03/31/2024
     VO6,189$1,546 03/31/2024
Western Wealth Management LLC6,626$1,541 12/31/2023
     VO6,626$1,541 12/31/2023
Williams Jones Wealth Management LLC. $1,541 12/31/2023
     VO3,855$897 12/31/2023
     MF2,225$644 12/31/2023
Mosaic Family Wealth Partners LLC6,574$1,529 12/31/2023
     VO6,574$1,529 12/31/2023
SeaCrest Wealth Management LLC6,100$1,524 03/31/2024
     VO6,100$1,524 03/31/2024
Private Ocean LLC6,081$1,519 03/31/2024
     VO6,081$1,519 03/31/2024
Aspen Investment Management Inc6,004$1,500 03/31/2024
     VO6,004$1,500 03/31/2024
Adirondack Trust Co.6,000$1,499 03/31/2024
     VO6,000$1,499 03/31/2024
Romano Brothers AND Company5,953$1,487 03/31/2024
     VO5,953$1,487 03/31/2024
LongView Wealth Management5,895$1,473 03/31/2024
     VO5,895$1,473 03/31/2024
Private Portfolio Partners LLC6,327$1,472 12/31/2023
     VO6,327$1,472 12/31/2023
Sachetta LLC6,329$1,472 12/31/2023
     VO6,329$1,472 12/31/2023
Capital Advisory Group Advisory Services LLC5,863$1,465 03/31/2024
     VO5,863$1,465 03/31/2024
Private Trust Co. NA5,778$1,444 03/31/2024
     VO5,778$1,444 03/31/2024
Midland Wealth Advisors LLC6,189$1,440 12/31/2023
     VO6,189$1,440 12/31/2023
Eudaimonia Advisors LLC5,743$1,435 03/31/2024
     VO5,743$1,435 03/31/2024
Sax Wealth Advisors LLC6,169$1,435 12/31/2023
     VO6,169$1,435 12/31/2023
waypoint wealth counsel5,732$1,432 03/31/2024
     VO5,732$1,432 03/31/2024
Affinity Capital Advisors LLC5,721$1,429 03/31/2024
     VO5,721$1,429 03/31/2024
B & T Capital Management DBA Alpha Capital Management5,713$1,428 03/31/2024
     VO5,713$1,428 03/31/2024
Laraway Financial Inc6,139$1,428 12/31/2023
     VO6,139$1,428 12/31/2023
Great Lakes Advisors LLC6,130$1,426 12/31/2023
     VO6,130$1,426 12/31/2023
Sightline Wealth Advisors LLC5,695$1,423 03/31/2024
     VO5,695$1,423 03/31/2024
Boston Family Office LLC6,110$1,421 12/31/2023
     VO6,110$1,421 12/31/2023
Southland Equity Partners LLC5,674$1,418 03/31/2024
     VO5,674$1,418 03/31/2024
Vista Investment Management6,034$1,404 12/31/2023
     VO6,034$1,404 12/31/2023
BOS Asset Management LLC6,027$1,402 12/31/2023
     VO6,027$1,402 12/31/2023
Grimes & Company Inc.5,582$1,395 03/31/2024
     VO5,582$1,395 03/31/2024
Atlas Private Wealth Management5,584$1,395 03/31/2024
     VO5,584$1,395 03/31/2024
Mayport LLC5,570$1,392 03/31/2024
     VO5,570$1,392 03/31/2024
Citizens Financial Group Inc RI5,983$1,392 12/31/2023
     VO5,983$1,392 12/31/2023
Droms Strauss Advisors Inc. MO ADV5,977$1,391 12/31/2023
     VO5,977$1,391 12/31/2023
Cypress Point Wealth Management LLC5,875$1,367 12/31/2023
     VO5,875$1,367 12/31/2023
ARK & TLK Investments LLC5,870$1,366 12/31/2023
     VO5,870$1,366 12/31/2023
Mustard Seed Financial LLC5,458$1,364 03/31/2024
     VO5,458$1,364 03/31/2024
Marks Group Wealth Management Inc5,861$1,364 12/31/2023
     VO5,861$1,364 12/31/2023
Balanced Wealth Group LLC5,865$1,364 12/31/2023
     VO5,865$1,364 12/31/2023
Camden Capital LLC5,751$1,338 12/31/2023
     VO5,751$1,338 12/31/2023
Portland Global Advisors LLC5,711$1,329 12/31/2023
     VO5,711$1,329 12/31/2023
Inspirion Wealth Advisors LLC5,312$1,327 03/31/2024
     VO5,312$1,327 03/31/2024
Beacon Financial Group5,699$1,326 12/31/2023
     VO5,699$1,326 12/31/2023
Landmark Wealth Management LLC5,300$1,324 03/31/2024
     VO5,300$1,324 03/31/2024
TrueWealth Advisors LLC5,256$1,313 03/31/2024
     VO5,256$1,313 03/31/2024
Cutler Group LP $1,306 03/31/2024
     VO5,218$1,303 03/31/2024
     Call800$3 03/31/2024
     Put2,300$0 03/31/2024
Aspiriant LLC5,195$1,298 03/31/2024
     VO5,195$1,298 03/31/2024
Security Financial Services INC.5,187$1,296 03/31/2024
     VO5,187$1,296 03/31/2024
Voisard Asset Management Group Inc.5,173$1,293 03/31/2024
     VO5,173$1,293 03/31/2024
Taylor & Morgan Wealth Management LLC5,157$1,289 03/31/2024
     VO5,157$1,289 03/31/2024
Chandler Asset Management Inc.5,533$1,287 12/31/2023
     VO5,533$1,287 12/31/2023
Advisory Research Inc.5,505$1,281 12/31/2023
     VO5,505$1,281 12/31/2023
Stillwater Capital Advisors LLC5,109$1,277 03/31/2024
     VO5,109$1,277 03/31/2024
Center for Financial Planning Inc.5,096$1,273 03/31/2024
     VO5,096$1,273 03/31/2024
Clear Harbor Asset Management LLC5,472$1,273 12/31/2023
     VO5,472$1,273 12/31/2023
NBT Bank N A NY5,074$1,268 03/31/2024
     VO5,074$1,268 03/31/2024
Pallas Capital Advisors LLC5,030$1,257 03/31/2024
     VO5,030$1,257 03/31/2024
Stonegate Investment Group LLC5,011$1,252 03/31/2024
     VO5,011$1,252 03/31/2024
Trust Point Inc.5,002$1,250 03/31/2024
     VO5,002$1,250 03/31/2024
Ieq Capital LLC5,356$1,246 12/31/2023
     VO5,356$1,246 12/31/2023
Valeo Financial Advisors LLC5,147$1,233 03/31/2024
     VO5,147$1,233 03/31/2024
Trust Co. of Vermont5,265$1,225 12/31/2023
     VO5,265$1,225 12/31/2023
Johnson Financial Group LLC5,253$1,222 12/31/2023
     VO5,253$1,222 12/31/2023
Plimoth Trust Co. LLC4,879$1,219 03/31/2024
     VO4,879$1,219 03/31/2024
Everhart Financial Group Inc.5,222$1,215 12/31/2023
     VO5,222$1,215 12/31/2023
Garden State Investment Advisory Services LLC5,222$1,215 12/31/2023
     VO5,222$1,215 12/31/2023
Courier Capital LLC4,830$1,207 03/31/2024
     VO4,830$1,207 03/31/2024
Wall Street Access Asset Management LLC5,179$1,205 12/31/2023
     VO5,179$1,205 12/31/2023
Biltmore Family Office LLC5,180$1,205 12/31/2023
     VO5,180$1,205 12/31/2023
Bridgeworth LLC5,171$1,203 12/31/2023
     VO5,171$1,203 12/31/2023
Clarius Group LLC4,802$1,200 03/31/2024
     VO4,802$1,200 03/31/2024
Fortis Capital Management LLC5,156$1,199 12/31/2023
     VO5,156$1,199 12/31/2023
Acas LLC5,144$1,197 12/31/2023
     VO5,144$1,197 12/31/2023
Nicolet Bankshares Inc.5,133$1,194 12/31/2023
     VO5,133$1,194 12/31/2023
Cabana LLC5,110$1,189 12/31/2023
     VO5,110$1,189 12/31/2023
OLIO Financial Planning5,045$1,180 03/31/2024
     VO5,045$1,180 03/31/2024
Nvest Financial LLC4,723$1,180 03/31/2024
     VO4,723$1,180 03/31/2024
Rehmann Capital Advisory Group5,060$1,177 12/31/2023
     VO5,060$1,177 12/31/2023
Ramsay Stattman Vela & Price Inc.5,055$1,176 12/31/2023
     VO5,055$1,176 12/31/2023
Greenline Partners LLC5,042$1,173 12/31/2023
     VO5,042$1,173 12/31/2023
Bluestem Financial Advisors LLC4,683$1,170 03/31/2024
     VO4,683$1,170 03/31/2024
Strategies Wealth Advisors LLC4,684$1,170 03/31/2024
     VO4,684$1,170 03/31/2024
Ritholtz Wealth Management4,664$1,165 03/31/2024
     VO4,664$1,165 03/31/2024
HM Payson & Co.4,962$1,154 12/31/2023
     VO4,962$1,154 12/31/2023
National Bank of Canada FI4,913$1,137 12/31/2023
     VO4,913$1,137 12/31/2023
OMNI 360 Wealth Inc.4,547$1,136 03/31/2024
     VO4,547$1,136 03/31/2024
Perennial Investment Advisors LLC4,877$1,135 12/31/2023
     VO4,877$1,135 12/31/2023
Rockwood Wealth Management LLC4,538$1,134 03/31/2024
     VO4,538$1,134 03/31/2024
WT Wealth Management4,865$1,132 12/31/2023
     VO4,865$1,132 12/31/2023
Northern Capital Management Inc.4,855$1,129 12/31/2023
     VO4,855$1,129 12/31/2023
Capstone Wealth Management Group LLC4,509$1,126 03/31/2024
     VO4,509$1,126 03/31/2024
R. W. Roge & Company Inc.4,842$1,126 12/31/2023
     VO4,842$1,126 12/31/2023
Evergreen Capital Management LLC4,785$1,113 12/31/2023
     VO4,785$1,113 12/31/2023
Montecito Bank & Trust4,450$1,112 03/31/2024
     VO4,450$1,112 03/31/2024
EagleClaw Capital Managment LLC4,765$1,109 12/31/2023
     VO4,765$1,109 12/31/2023
SILVER OAK SECURITIES Inc4,758$1,107 12/31/2023
     VO4,758$1,107 12/31/2023
Measured Wealth Private Client Group LLC4,410$1,102 03/31/2024
     VO4,410$1,102 03/31/2024
Fragasso Group Inc.4,379$1,094 03/31/2024
     VO4,379$1,094 03/31/2024
Curbstone Financial Management Corp4,350$1,087 03/31/2024
     VO4,350$1,087 03/31/2024
Nixon Peabody Trust Co.4,670$1,086 12/31/2023
     VO4,670$1,086 12/31/2023
Rockland Trust Co.4,310$1,077 03/31/2024
     VO4,310$1,077 03/31/2024
Good Life Advisors LLC4,628$1,077 12/31/2023
     VO4,628$1,077 12/31/2023
Omega Financial Group LLC4,295$1,073 03/31/2024
     VO4,295$1,073 03/31/2024
High Note Wealth LLC4,595$1,069 12/31/2023
     VO4,595$1,069 12/31/2023
AMI Investment Management Inc.4,259$1,064 03/31/2024
     VO4,259$1,064 03/31/2024
Clear Creek Financial Management LLC4,242$1,060 03/31/2024
     VO4,242$1,060 03/31/2024
Mogy Joel R Investment Counsel Inc.4,555$1,060 12/31/2023
     VO4,555$1,060 12/31/2023
Ironwood Investment Counsel LLC4,553$1,059 12/31/2023
     VO4,553$1,059 12/31/2023
Baker Tilly Financial LLC4,535$1,055 12/31/2023
     VO4,535$1,055 12/31/2023
Bowman & Co S.C.4,208$1,052 03/31/2024
     VO4,208$1,052 03/31/2024
Strata Wealth Advisors LLC4,202$1,050 03/31/2024
     VO4,202$1,050 03/31/2024
Level Four Advisory Services LLC4,510$1,049 12/31/2023
     VO4,510$1,049 12/31/2023
Lutz Financial Services LLC4,498$1,046 12/31/2023
     VO4,498$1,046 12/31/2023
Fishman Jay A Ltd. MI4,182$1,045 03/31/2024
     VO4,182$1,045 03/31/2024
Kingswood Wealth Advisors LLC4,178$1,044 03/31/2024
     VO4,178$1,044 03/31/2024
LexAurum Advisors LLC4,174$1,043 03/31/2024
     VO4,174$1,043 03/31/2024
Aptus Capital Advisors LLC4,472$1,040 12/31/2023
     VO4,472$1,040 12/31/2023
TFG Advisers LLC4,455$1,036 12/31/2023
     VO4,455$1,036 12/31/2023
OLD National Bancorp IN4,143$1,035 03/31/2024
     VO4,143$1,035 03/31/2024
WealthBridge Capital Management LLC4,438$1,032 12/31/2023
     VO4,438$1,032 12/31/2023
Chapin Davis Inc.4,127$1,031 03/31/2024
     VO4,127$1,031 03/31/2024
CJM Wealth Advisers Ltd.4,127$1,031 03/31/2024
     VO4,127$1,031 03/31/2024
Safeguard Financial LLC4,123$1,030 03/31/2024
     VO4,123$1,030 03/31/2024
Summit Financial Strategies Inc.4,387$1,021 12/31/2023
     VO4,387$1,021 12/31/2023
AlphaCore Capital LLC4,371$1,017 12/31/2023
     VO4,371$1,017 12/31/2023
Smith Salley & Associates4,367$1,016 12/31/2023
     VO4,367$1,016 12/31/2023
3Chopt Investment Partners LLC4,368$1,016 12/31/2023
     VO4,368$1,016 12/31/2023
Aspire Wealth Management Corp4,352$1,013 12/31/2023
     VO4,352$1,013 12/31/2023
Eudaimonia Partners LLC4,040$1,010 03/31/2024
     VO4,040$1,010 03/31/2024
Crewe Advisors LLC4,336$1,009 12/31/2023
     VO4,336$1,009 12/31/2023
Guardian Wealth Advisors LLC4,337$1,009 12/31/2023
     VO4,337$1,009 12/31/2023
Greenhouse Wealth Management LLC4,034$1,008 03/31/2024
     VO4,034$1,008 03/31/2024
JustInvest LLC4,311$1,003 12/31/2023
     VO4,311$1,003 12/31/2023
Cornerstone Wealth Group LLC4,012$1,002 03/31/2024
     VO4,012$1,002 03/31/2024
Neuberger Berman Group LLC4,309$1,002 12/31/2023
     VO4,309$1,002 12/31/2023
Schoolcraft Capital LLC3,977$994 03/31/2024
     VO3,977$994 03/31/2024
Orrstown Financial Services Inc.3,959$989 03/31/2024
     VO3,959$989 03/31/2024
Triangle Securities Wealth Management3,960$989 03/31/2024
     VO3,960$989 03/31/2024
Kwmg LLC3,941$985 03/31/2024
     VO3,941$985 03/31/2024
SigFig Wealth Management LLC4,214$980 12/31/2023
     VO4,214$980 12/31/2023
Selective Wealth Management Inc.4,018$979 03/31/2024
     VO4,018$979 03/31/2024
Wealth Architects LLC4,186$974 12/31/2023
     VO4,186$974 12/31/2023
Asset Dedication LLC3,907$973 03/31/2024
     VO3,907$973 03/31/2024
Delta Financial Advisors LLC4,153$966 12/31/2023
     VO4,153$966 12/31/2023
O Shaughnessy Asset Management LLC4,147$965 12/31/2023
     VO4,147$965 12/31/2023
Birch Hill Investment Advisors LLC4,150$965 12/31/2023
     VO4,150$965 12/31/2023
Quantinno Capital Management LP4,145$964 12/31/2023
     VO4,145$964 12/31/2023
Meritage Portfolio Management4,137$963 12/31/2023
     VO4,137$963 12/31/2023
Derbend Asset Management4,137$962 12/31/2023
     VO4,137$962 12/31/2023
Swmg LLC4,132$961 12/31/2023
     VO4,132$961 12/31/2023
Change Path LLC4,107$955 12/31/2023
     VO4,107$955 12/31/2023
Avestar Capital LLC4,099$954 12/31/2023
     VO4,099$954 12/31/2023
Consolidated Portfolio Review Corp4,080$949 12/31/2023
     VO4,080$949 12/31/2023
McCarthy Grittinger Financial Group LLC3,777$944 03/31/2024
     VO3,777$944 03/31/2024
Riverview Trust Co3,765$941 03/31/2024
     VO3,765$941 03/31/2024
Evanson Asset Management LLC3,764$941 03/31/2024
     VO3,764$941 03/31/2024
MJP Associates Inc. ADV3,721$930 03/31/2024
     VO3,721$930 03/31/2024
Marotta Asset Management3,722$930 03/31/2024
     VO3,722$930 03/31/2024
TFC Financial Management3,979$926 12/31/2023
     VO3,979$926 12/31/2023
Belpointe Asset Management LLC3,967$923 12/31/2023
     VO3,967$923 12/31/2023
Deutsche Bank AG3,947$918 12/31/2023
     VO3,947$918 12/31/2023
Fifth Third Wealth Advisors LLC3,622$905 03/31/2024
     VO3,622$905 03/31/2024
Symphony Financial Ltd. Co.3,605$901 03/31/2024
     VO3,605$901 03/31/2024
Peoples Financial Services CORP.3,595$898 03/31/2024
     VO3,595$898 03/31/2024
Titleist Asset Management LLC3,861$898 12/31/2023
     VO3,861$898 12/31/2023
Covenant Asset Management LLC3,577$894 03/31/2024
     VO3,577$894 03/31/2024
Peterson Wealth Advisors LLC3,574$893 03/31/2024
     VO3,574$893 03/31/2024
Pinnacle Bank3,563$890 03/31/2024
     VO3,563$890 03/31/2024
Chemistry Wealth Management LLC3,555$888 03/31/2024
     VO3,555$888 03/31/2024
Oxbow Advisors LLC3,800$884 12/31/2023
     VO3,800$884 12/31/2023
Sigma Investment Counselors Inc.3,519$879 03/31/2024
     VO3,519$879 03/31/2024
Advisor OS LLC3,776$878 12/31/2023
     VO3,776$878 12/31/2023
MBM Wealth Consultants LLC3,508$877 03/31/2024
     VO3,508$877 03/31/2024
StrategIQ Financial Group LLC3,764$876 12/31/2023
     VO3,764$876 12/31/2023
Hobbs Group Advisors LLC3,763$875 12/31/2023
     VO3,763$875 12/31/2023
LifePlan Financial LLC3,751$873 12/31/2023
     VO3,751$873 12/31/2023
Aspen Grove Capital LLC3,775$871 12/31/2023
     VO3,775$871 12/31/2023
Kuhn & Co Investment Counsel3,735$869 12/31/2023
     VO3,735$869 12/31/2023
Plan Group Financial LLC3,465$866 03/31/2024
     VO3,465$866 03/31/2024
Hancock Whitney Corp3,715$864 12/31/2023
     VO3,715$864 12/31/2023
Betterment LLC3,702$861 12/31/2023
     VO3,702$861 12/31/2023
Garde Capital Inc.3,698$860 12/31/2023
     VO3,698$860 12/31/2023
Ardent Capital Management Inc.3,680$856 12/31/2023
     VO3,680$856 12/31/2023
CIBC World Markets Inc.3,667$853 12/31/2023
     VO3,667$853 12/31/2023
17 Capital Partners LLC3,404$851 03/31/2024
     VO3,404$851 03/31/2024
Goodwin Investment Advisory3,659$851 12/31/2023
     VO3,659$851 12/31/2023
Pecaut & CO.3,655$850 12/31/2023
     VO3,655$850 12/31/2023
HBW Advisory Services LLC3,645$848 03/31/2024
     VO3,645$848 03/31/2024
IFG Advisory LLC3,643$848 12/31/2023
     VO3,643$848 12/31/2023
Legacy Private Trust Co.3,389$847 03/31/2024
     VO3,389$847 03/31/2024
Heritage Financial Services LLC3,640$847 12/31/2023
     VO3,640$847 12/31/2023
Independent Advisor Alliance3,808$840 12/31/2023
     VO3,808$840 12/31/2023
Mill Creek Capital Advisors LLC3,605$839 12/31/2023
     VO3,605$839 12/31/2023
Curi Capital3,564$829 12/31/2023
     VO3,564$829 12/31/2023
Madden Advisory Services Inc.3,555$827 12/31/2023
     VO3,555$827 12/31/2023
Capital Analysts LLC3,556$827 12/31/2023
     VO3,556$827 12/31/2023
Johnson Financial Group Inc.3,547$825 12/31/2023
     VO3,547$825 12/31/2023
Keystone Wealth Services LLC3,298$824 03/31/2024
     VO3,298$824 03/31/2024
Aire Advisors LLC3,528$821 12/31/2023
     VO3,528$821 12/31/2023
Oxford Financial Group Ltd.3,517$818 12/31/2023
     VO3,517$818 12/31/2023
Melone Private Wealth LLC3,516$818 12/31/2023
     VO3,516$818 12/31/2023
Rain Capital Management LLC3,510$817 12/31/2023
     VO3,510$817 12/31/2023
LJI Wealth Management LLC3,512$817 12/31/2023
     VO3,512$817 12/31/2023
ETF Store Inc.3,497$814 12/31/2023
     VO3,497$814 12/31/2023
Plancorp LLC3,491$812 12/31/2023
     VO3,491$812 12/31/2023
Interchange Capital Partners LLC3,500$810 12/31/2023
     VO3,500$810 12/31/2023
Coastal Investment Advisors Inc.3,236$809 03/31/2024
     VO3,236$809 03/31/2024
First Citizens Bank & Trust Co.3,221$805 03/31/2024
     VO3,221$805 03/31/2024
Sovereign Financial Group Inc.3,216$804 03/31/2024
     VO3,216$804 03/31/2024
Etesian Wealth Advisors Inc.3,212$803 03/31/2024
     VO3,212$803 03/31/2024
Sapient Capital LLC3,209$802 03/31/2024
     VO3,209$802 03/31/2024
U.S. Capital Wealth Advisors LLC3,446$802 12/31/2023
     VO3,446$802 12/31/2023
Sound Income Strategies LLC3,207$801 03/31/2024
     VO3,207$801 03/31/2024
WBH Advisory Inc.3,203$800 03/31/2024
     VO3,203$800 03/31/2024
Mitchell Capital Management Co.3,420$796 12/31/2023
     VO3,420$796 12/31/2023
Simon Quick Advisors LLC3,177$794 03/31/2024
     VO3,177$794 03/31/2024
Lazard Asset Management LLC3,400$790 12/31/2023
     VO3,400$790 12/31/2023
Waterloo Capital L.P.3,398$790 12/31/2023
     VO3,398$790 12/31/2023
Blue Barn Wealth LLC3,397$790 12/31/2023
     VO3,397$790 12/31/2023
Fisher Asset Management LLC3,387$788 12/31/2023
     VO3,387$788 12/31/2023
Private Client Services LLC3,386$788 12/31/2023
     VO3,386$788 12/31/2023
Monterey Private Wealth Inc.3,146$786 03/31/2024
     VO3,146$786 03/31/2024
First County Bank CT 3,372$784 12/31/2023
     VO3,372$784 12/31/2023
Allegheny Financial Group LTD3,356$781 12/31/2023
     VO3,356$781 12/31/2023
Oldfather Financial Services LLC3,117$779 03/31/2024
     VO3,117$779 03/31/2024
New Century Financial Group LLC3,110$777 03/31/2024
     VO3,110$777 03/31/2024
Atlantic Union Bankshares Corp3,078$769 03/31/2024
     VO3,078$769 03/31/2024
Valley Forge Investment Consultants Inc. ADV3,304$769 12/31/2023
     VO3,304$769 12/31/2023
Cambridge Trust Co.3,300$768 12/31/2023
     VO3,300$768 12/31/2023
NTV Asset Management LLC3,287$765 12/31/2023
     VO3,287$765 12/31/2023
Accredited Investors Inc.3,268$760 12/31/2023
     VO3,268$760 12/31/2023
Collective Family Office LLC3,037$759 03/31/2024
     VO3,037$759 03/31/2024
Channel Wealth LLC3,030$757 03/31/2024
     VO3,030$757 03/31/2024
O ROURKE & COMPANY Inc3,013$753 03/31/2024
     VO3,013$753 03/31/2024
FineMark National Bank & Trust3,235$753 12/31/2023
     VO3,235$753 12/31/2023
Libra Wealth LLC3,237$753 12/31/2023
     VO3,237$753 12/31/2023
Beirne Wealth Consulting Services LLC3,218$749 12/31/2023
     VO3,218$749 12/31/2023
Cary Street Partners Asset Management LLC3,205$746 12/31/2023
     VO3,205$746 12/31/2023
Freestone Capital Holdings LLC3,201$745 12/31/2023
     VO3,201$745 12/31/2023
SC&H Financial Advisors Inc.3,193$743 12/31/2023
     VO3,193$743 12/31/2023
Summit Investment Advisory Services LLC2,953$738 03/31/2024
     VO2,953$738 03/31/2024
Cassaday & Co Wealth Management LLC3,165$736 12/31/2023
     VO3,165$736 12/31/2023
Operose Advisors LLC3,151$733 12/31/2023
     VO3,151$733 12/31/2023
Signaturefd LLC3,118$725 12/31/2023
     VO3,118$725 12/31/2023
Advisory Alpha LLC3,118$725 12/31/2023
     VO3,118$725 12/31/2023
Global Strategic Investment Solutions LLC3,115$725 12/31/2023
     VO3,115$725 12/31/2023
Buttonwood Financial Advisors Inc.2,894$723 03/31/2024
     VO2,894$723 03/31/2024
Muirfield Wealth Advisors LLC2,881$720 03/31/2024
     VO2,881$720 03/31/2024
Fortitude Advisory Group L.L.C.3,089$719 12/31/2023
     VO3,089$719 12/31/2023
Capital Investment Advisors LLC2,852$713 03/31/2024
     VO2,852$713 03/31/2024
Independence Bank of Kentucky2,828$707 03/31/2024
     VO2,828$707 03/31/2024
Private Wealth Group LLC2,826$706 03/31/2024
     VO2,826$706 03/31/2024
Darden Wealth Group Inc3,028$704 12/31/2023
     VO3,028$704 12/31/2023
Harbor Investment Advisory LLC2,813$703 03/31/2024
     VO2,813$703 03/31/2024
First Business Financial Services Inc.3,012$701 12/31/2023
     VO3,012$701 12/31/2023
Tranquility Partners LLC2,999$698 12/31/2023
     VO2,999$698 12/31/2023
Columbia Advisory Partners LLC2,788$697 03/31/2024
     VO2,788$697 03/31/2024
Geneos Wealth Management Inc.2,995$697 12/31/2023
     VO2,995$697 12/31/2023
Platform Technology Partners2,955$696 12/31/2023
     VO2,955$696 12/31/2023
Advance Capital Management Inc.2,783$695 03/31/2024
     VO2,783$695 03/31/2024
Onyx Bridge Wealth Group LLC2,985$694 12/31/2023
     VO2,985$694 12/31/2023
DB Wealth Management Group LLC2,970$691 12/31/2023
     VO2,970$691 12/31/2023
Breakwater Capital Group2,747$686 03/31/2024
     VO2,747$686 03/31/2024
Thomasville National Bank2,730$682 03/31/2024
     VO2,730$682 03/31/2024
Ronald Blue Trust Inc.2,927$681 12/31/2023
     VO2,927$681 12/31/2023
Moody Lynn & Lieberson LLC2,711$677 03/31/2024
     VO2,711$677 03/31/2024
American National Bank2,707$676 03/31/2024
     VO2,707$676 03/31/2024
Hutchens & Kramer Investment Management Group LLC2,906$676 12/31/2023
     VO2,906$676 12/31/2023
Alpha Cubed Investments LLC2,686$671 03/31/2024
     VO2,686$671 03/31/2024
Vantage Financial Partners LLC2,885$671 12/31/2023
     VO2,885$671 12/31/2023
Northeast Financial Group Inc.2,671$667 03/31/2024
     VO2,671$667 03/31/2024
Slow Capital Inc.2,656$664 03/31/2024
     VO2,656$664 03/31/2024
GeoWealth Management LLC2,855$664 12/31/2023
     VO2,855$664 12/31/2023
Cantor Fitzgerald Investment Adviser L.P.2,852$664 12/31/2023
     VO2,852$664 12/31/2023
Garrison Point Advisors LLC2,852$664 12/31/2023
     VO2,852$664 12/31/2023
Tritonpoint Wealth LLC2,652$663 03/31/2024
     VO2,652$663 03/31/2024
Sheaff Brock Investment Advisors LLC2,850$663 12/31/2023
     VO2,850$663 12/31/2023
Dfpg Investments LLC2,909$662 12/31/2023
     VO2,909$662 12/31/2023
International Assets Investment Management LLC2,664$661 03/31/2024
     VO2,664$661 03/31/2024
Mission Wealth Management LP2,834$659 12/31/2023
     VO2,834$659 12/31/2023
Quadrant Capital Group LLC2,832$659 12/31/2023
     VO2,832$659 12/31/2023
HBK Sorce Advisory LLC2,820$656 12/31/2023
     VO2,820$656 12/31/2023
Aufman Associates Inc2,814$655 12/31/2023
     VO2,814$655 12/31/2023
Webster Bank N. A.2,609$652 03/31/2024
     VO2,609$652 03/31/2024
Aletheian Wealth Advisors LLC2,606$651 03/31/2024
     VO2,606$651 03/31/2024
Matrix Private Capital Group LLC2,791$649 12/31/2023
     VO2,791$649 12/31/2023
Horst & Graben Wealth Management LLC2,593$648 03/31/2024
     VO2,593$648 03/31/2024
CWA Asset Management Group LLC2,777$646 12/31/2023
     VO2,777$646 12/31/2023
Waldron Private Wealth LLC2,769$644 12/31/2023
     VO2,769$644 12/31/2023
Litman Gregory Asset Management LLC2,758$642 12/31/2023
     VO2,758$642 12/31/2023
Carolinas Wealth Consulting LLC2,748$639 12/31/2023
     VO2,748$639 12/31/2023
American Institute for Advanced Investment Management LLP2,553$638 03/31/2024
     VO2,553$638 03/31/2024
Americana Partners LLC2,744$638 12/31/2023
     VO2,744$638 12/31/2023
Park Edge Advisors LLC2,551$637 03/31/2024
     VO2,551$637 03/31/2024
Farmers & Merchants Trust Co of Chambersburg PA2,545$636 03/31/2024
     VO2,545$636 03/31/2024
Sanibel Captiva Trust Company Inc.2,726$634 12/31/2023
     VO2,726$634 12/31/2023
Welch Group LLC2,519$630 03/31/2024
     VO2,519$630 03/31/2024
Eagle Wealth Strategies LLC2,540$630 03/31/2024
     VO2,540$630 03/31/2024
Blossom Wealth Management2,516$629 03/31/2024
     VO2,516$629 03/31/2024
Lee Danner & Bass Inc.2,701$628 12/31/2023
     VO2,701$628 12/31/2023
Paulson Wealth Management Inc.2,701$628 12/31/2023
     VO2,701$628 12/31/2023
Atomi Financial Group Inc.2,700$628 12/31/2023
     VO2,700$628 12/31/2023
TNF LLC2,613$626 03/31/2024
     VO2,613$626 03/31/2024
Townsquare Capital LLC2,667$621 12/31/2023
     VO2,667$621 12/31/2023
BSW Wealth Partners2,472$618 03/31/2024
     VO2,472$618 03/31/2024
Stockman Wealth Management Inc.2,462$615 03/31/2024
     VO2,462$615 03/31/2024
Mengis Capital Management Inc.2,638$614 12/31/2023
     VO2,638$614 12/31/2023
Sonoma Private Wealth LLC2,640$614 12/31/2023
     VO2,640$614 12/31/2023
Howard Capital Management Group LLC2,453$613 03/31/2024
     VO2,453$613 03/31/2024
Herold Advisors Inc.2,631$612 12/31/2023
     VO2,631$612 12/31/2023
Fulton Bank N.A.2,442$610 03/31/2024
     VO2,442$610 03/31/2024
Capital Advisors Inc. OK2,622$610 12/31/2023
     VO2,622$610 12/31/2023
JJJ Advisors Inc.2,428$607 03/31/2024
     VO2,428$607 03/31/2024
Westshore Wealth LLC2,610$607 12/31/2023
     VO2,610$607 12/31/2023
Naples Global Advisors LLC2,579$600 12/31/2023
     VO2,579$600 12/31/2023
RDA Financial Network2,396$599 03/31/2024
     VO2,396$599 03/31/2024
Olistico Wealth LLC2,392$598 03/31/2024
     VO2,392$598 03/31/2024
Penn Capital Management Co. Inc.2,570$598 12/31/2023
     VO2,570$598 12/31/2023
Gryphon Financial Partners LLC2,569$598 12/31/2023
     VO2,569$598 12/31/2023
Leonard Rickey Investment Advisors P.L.L.C.2,386$596 03/31/2024
     VO2,386$596 03/31/2024
TAP Consulting LLC2,382$595 03/31/2024
     VO2,382$595 03/31/2024
Adamsbrown Wealth Consultants LLC2,545$592 12/31/2023
     VO2,545$592 12/31/2023
Pachira Investments Inc.2,361$590 03/31/2024
     VO2,361$590 03/31/2024
DF Dent & Co. Inc.2,533$589 12/31/2023
     VO2,533$589 12/31/2023
Sonata Capital Group Inc.2,512$584 12/31/2023
     VO2,512$584 12/31/2023
Wambolt & Associates LLC2,512$584 12/31/2023
     VO2,512$584 12/31/2023
First Bank & Trust2,330$582 03/31/2024
     VO2,330$582 03/31/2024
Grandfield & Dodd LLC2,494$580 12/31/2023
     VO2,494$580 12/31/2023
BIP Wealth LLC2,495$580 12/31/2023
     VO2,495$580 12/31/2023
Warwick Investment Management Inc.2,493$580 12/31/2023
     VO2,493$580 12/31/2023
Annex Advisory Services LLC2,315$578 03/31/2024
     VO2,315$578 03/31/2024
Milestone Investment Advisors LLC2,480$577 12/31/2023
     VO2,480$577 12/31/2023
TFB Advisors LLC2,476$576 12/31/2023
     VO2,476$576 12/31/2023
Blue Bell Private Wealth Management LLC2,294$573 03/31/2024
     VO2,294$573 03/31/2024
Robertson Stephens Wealth Management LLC2,465$573 12/31/2023
     VO2,465$573 12/31/2023
Accel Wealth Management2,286$571 03/31/2024
     VO2,286$571 03/31/2024
Diligent Investors LLC2,455$571 12/31/2023
     VO2,455$571 12/31/2023
Willis Investment Counsel2,276$569 03/31/2024
     VO2,276$569 03/31/2024
Mascoma Wealth Management LLC2,446$569 12/31/2023
     VO2,446$569 12/31/2023
Financial Strategies Group Inc.2,250$557 03/31/2024
     VO2,250$557 03/31/2024
Wade G W & Inc.2,366$550 12/31/2023
     VO2,366$550 12/31/2023
Financial Network Wealth Management LLC2,365$550 12/31/2023
     VO2,365$550 12/31/2023
Falcon Wealth Planning2,196$549 03/31/2024
     VO2,196$549 03/31/2024
Silverlake Wealth Management LLC2,197$549 03/31/2024
     VO2,197$549 03/31/2024
Ferguson Wellman Capital Management Inc.2,193$548 03/31/2024
     VO2,193$548 03/31/2024
Novak & Powell Financial Services Inc.2,365$548 12/31/2023
     VO2,365$548 12/31/2023
Sequent Asset Management LLC2,187$546 03/31/2024
     VO2,187$546 03/31/2024
Sunburst Financial Group LLC2,201$546 03/31/2024
     VO2,201$546 03/31/2024
S&T Bank2,337$544 12/31/2023
     VO2,337$544 12/31/2023
Diversified Portfolios Inc.2,335$543 12/31/2023
     VO2,335$543 12/31/2023
Kennicott Capital Management LLC2,168$542 03/31/2024
     VO2,168$542 03/31/2024
Oakworth Capital Inc.2,165$541 03/31/2024
     VO2,165$541 03/31/2024
Ehrlich Financial Group2,162$540 03/31/2024
     VO2,162$540 03/31/2024
Moser Wealth Advisors LLC2,315$539 12/31/2023
     VO2,315$539 12/31/2023
Pacitti Group Inc.2,312$538 12/31/2023
     VO2,312$538 12/31/2023
Clarity Capital Advisors LLC2,149$537 03/31/2024
     VO2,149$537 03/31/2024
GW&K Investment Management LLC2,303$536 12/31/2023
     VO2,303$536 12/31/2023
Cove Private Wealth LLC2,303$536 12/31/2023
     VO2,303$536 12/31/2023
Francis Financial Inc.2,140$535 03/31/2024
     VO2,140$535 03/31/2024
DGS Capital Management LLC2,141$535 03/31/2024
     VO2,141$535 03/31/2024
Birchcreek Wealth Management LLC2,299$535 12/31/2023
     VO2,299$535 12/31/2023
ICA Group Wealth Management LLC2,285$533 12/31/2023
     VO2,285$533 12/31/2023
Kelman Lazarov Inc.2,287$532 12/31/2023
     VO2,287$532 12/31/2023
One Wealth Management Investment & Advisory Services LLC2,287$532 12/31/2023
     VO2,287$532 12/31/2023
Fiduciary Alliance LLC2,132$529 03/31/2024
     VO2,132$529 03/31/2024
Hibernia Wealth Partners LLC2,273$529 12/31/2023
     VO2,273$529 12/31/2023
Lodestone Wealth Management LLC2,265$527 12/31/2023
     VO2,265$527 12/31/2023
Beaumont Financial Advisors LLC2,256$525 12/31/2023
     VO2,256$525 12/31/2023
Pacific Sun Financial Corp2,248$523 12/31/2023
     VO2,248$523 12/31/2023
Meridian Wealth Partners LLC2,234$520 12/31/2023
     VO2,234$520 12/31/2023
MN Wealth Advisors LLC2,225$518 12/31/2023
     VO2,225$518 12/31/2023
Colonial Trust Co SC2,219$516 12/31/2023
     VO2,219$516 12/31/2023
Tcwp LLC2,204$513 12/31/2023
     VO2,204$513 12/31/2023
Wells Trecaso Financial Group LLC2,038$509 03/31/2024
     VO2,038$509 03/31/2024
Trexquant Investment LP2,189$509 12/31/2023
     VO2,189$509 12/31/2023
Winthrop Capital Management LLC2,188$509 12/31/2023
     VO2,188$509 12/31/2023
Busey Wealth Management2,026$506 03/31/2024
     VO2,026$506 03/31/2024
Mayfair Advisory Group LLC2,025$506 03/31/2024
     VO2,025$506 03/31/2024
SFG Wealth Management LLC.2,021$505 03/31/2024
     VO2,021$505 03/31/2024
Strategic Blueprint LLC2,013$503 03/31/2024
     VO2,013$503 03/31/2024
Nottingham Advisors Inc.2,163$503 12/31/2023
     VO2,163$503 12/31/2023
Papp L Roy & Associates1,998$499 03/31/2024
     VO1,998$499 03/31/2024
Girard Partners LTD.2,137$497 12/31/2023
     VO2,137$497 12/31/2023
Jacobi Capital Management LLC2,133$496 12/31/2023
     VO2,133$496 12/31/2023
Galvin Gaustad & Stein LLC1,979$494 03/31/2024
     VO1,979$494 03/31/2024
Basso Capital Management L.P.2,125$494 12/31/2023
     VO2,125$494 12/31/2023
Baldwin Investment Management LLC2,109$491 12/31/2023
     VO2,109$491 12/31/2023
Strategic Wealth Partners Group LLC2,112$491 12/31/2023
     VO2,112$491 12/31/2023
Financial Alternatives Inc2,110$491 12/31/2023
     VO2,110$491 12/31/2023
180 Wealth Advisors LLC1,959$489 03/31/2024
     VO1,959$489 03/31/2024
Lyell Wealth Management LP2,097$488 12/31/2023
     VO2,097$488 12/31/2023
Moloney Securities Asset Management LLC2,096$488 12/31/2023
     VO2,096$488 12/31/2023
Paces Ferry Wealth Advisors LLC2,097$488 12/31/2023
     VO2,097$488 12/31/2023
Magnolia Capital Management Ltd.1,950$487 03/31/2024
     VO1,950$487 03/31/2024
Boston Financial Mangement LLC2,091$486 12/31/2023
     VO2,091$486 12/31/2023
Baron Wealth Management LLC2,090$486 12/31/2023
     VO2,090$486 12/31/2023
Modern Wealth Management LLC2,087$486 12/31/2023
     VO2,087$486 12/31/2023
Claro Advisors LLC1,942$485 03/31/2024
     VO1,942$485 03/31/2024
Burkett Financial Services LLC1,925$481 03/31/2024
     VO1,925$481 03/31/2024
Octavia Wealth Advisors LLC1,903$475 03/31/2024
     VO1,903$475 03/31/2024
Palisade Asset Management LLC2,037$474 12/31/2023
     VO2,037$474 12/31/2023
Sterling Financial Planning Inc.2,039$474 12/31/2023
     VO2,039$474 12/31/2023
Green Harvest Asset Management LLC2,037$474 12/31/2023
     VO2,037$474 12/31/2023
Family Firm Inc.2,034$473 12/31/2023
     VO2,034$473 12/31/2023
National Wealth Management Group LLC2,033$473 12/31/2023
     VO2,033$473 12/31/2023
Parkside Financial Bank & Trust1,997$464 12/31/2023
     VO1,997$464 12/31/2023
WealthPLAN Partners LLC1,994$464 12/31/2023
     VO1,994$464 12/31/2023
Pacific Sage Partners LLC1,848$462 03/31/2024
     VO1,848$462 03/31/2024
Brown Brothers Harriman & Co.1,971$459 12/31/2023
     VO1,971$459 12/31/2023
Pettyjohn Wood & White Inc.1,963$457 12/31/2023
     VO1,963$457 12/31/2023
Penobscot Investment Management Company Inc.1,964$457 12/31/2023
     VO1,964$457 12/31/2023
Cannell Peter B & Co. Inc.1,959$456 12/31/2023
     VO1,959$456 12/31/2023
Synergy Financial Group LTD1,956$455 12/31/2023
     VO1,956$455 12/31/2023
Keeley Teton Advisors LLC1,937$451 12/31/2023
     VO1,937$451 12/31/2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA1,900$450 03/31/2024
     VO1,900$450 03/31/2024
Ascent Group LLC1,906$449 12/31/2023
     VO1,906$449 12/31/2023
Shira Ridge Wealth Management1,792$448 03/31/2024
     VO1,792$448 03/31/2024
Red Door Wealth Management LLC1,789$447 03/31/2024
     VO1,789$447 03/31/2024
Sage Mountain Advisors LLC1,790$447 03/31/2024
     VO1,790$447 03/31/2024
Bensler LLC1,921$447 12/31/2023
     VO1,921$447 12/31/2023
American National Bank & Trust Co. VA1,773$443 03/31/2024
     VO1,773$443 03/31/2024
McGuire Investment Group LLC1,771$443 03/31/2024
     VO1,771$443 03/31/2024
Stokes Family Office LLC1,898$442 12/31/2023
     VO1,898$442 12/31/2023
Values Added Financial LLC1,755$439 03/31/2024
     VO1,755$439 03/31/2024
NorthLanding Financial Partners LLC1,888$439 12/31/2023
     VO1,888$439 12/31/2023
GSB Wealth Management LLC1,884$438 12/31/2023
     VO1,884$438 12/31/2023
Disciplined Investments LLC1,744$436 03/31/2024
     VO1,744$436 03/31/2024
TI Trust Inc.1,735$434 03/31/2024
     VO1,735$434 03/31/2024
First Interstate Bank1,865$434 12/31/2023
     VO1,865$434 12/31/2023
Orcam Financial Group1,857$432 12/31/2023
     VO1,857$432 12/31/2023
Granite Harbor Advisors Inc.1,847$430 12/31/2023
     VO1,847$430 12/31/2023
North Star Asset Management Inc.1,845$429 12/31/2023
     VO1,845$429 12/31/2023
Athena Investment Management1,839$428 12/31/2023
     VO1,839$428 12/31/2023
Arthur M. Cohen & Associates LLC1,706$426 03/31/2024
     VO1,706$426 03/31/2024
Echo Wealth Management LLC1,701$425 03/31/2024
     VO1,701$425 03/31/2024
L.M. Kohn & Company1,697$424 03/31/2024
     VO1,697$424 03/31/2024
Walden Wealth Partners LLC1,741$424 03/31/2024
     VO1,741$424 03/31/2024
Legacy Financial Advisors Inc.1,819$423 12/31/2023
     VO1,819$423 12/31/2023
Fairview Capital Investment Management LLC1,815$422 12/31/2023
     VO1,815$422 12/31/2023
Investmark Advisory Group LLC1,807$420 12/31/2023
     VO1,807$420 12/31/2023
Beacon Investment Advisory Services Inc.1,802$419 12/31/2023
     VO1,802$419 12/31/2023
Unionview LLC1,799$419 12/31/2023
     VO1,799$419 12/31/2023
Verum Partners LLC1,673$418 03/31/2024
     VO1,673$418 03/31/2024
Grant GrossMendelsohn LLC1,687$417 03/31/2024
     VO1,687$417 03/31/2024
Bremer Bank National Association1,664$416 03/31/2024
     VO1,664$416 03/31/2024
Honkamp Krueger Financial Services Inc.1,788$416 12/31/2023
     VO1,788$416 12/31/2023
RAM Investment Partners LLC1,787$416 12/31/2023
     VO1,787$416 12/31/2023
Live Oak Private Wealth LLC1,655$414 03/31/2024
     VO1,655$414 03/31/2024
Heirloom Wealth Management1,652$413 03/31/2024
     VO1,652$413 03/31/2024
Joseph P. Lucia & Associates LLC1,753$408 12/31/2023
     VO1,753$408 12/31/2023
Journey Strategic Wealth LLC1,753$408 12/31/2023
     VO1,753$408 12/31/2023
Investment Partners Asset Management Inc.1,624$406 03/31/2024
     VO1,624$406 03/31/2024
Traverso Chambers Private Wealth Management LLC1,743$405 12/31/2023
     VO1,743$405 12/31/2023
Financial Partners Group Inc1,731$403 12/31/2023
     VO1,731$403 12/31/2023
ETF Portfolio Partners Inc.1,724$401 12/31/2023
     VO1,724$401 12/31/2023
Signet Financial Management LLC1,601$400 03/31/2024
     VO1,601$400 03/31/2024
Epic Trust Investment Advisors LLC1,601$400 03/31/2024
     VO1,601$400 03/31/2024
Ellsworth Advisors LLC1,663$399 03/31/2024
     VO1,663$399 03/31/2024
Walled Lake Planning & Wealth Management LLC1,711$398 12/31/2023
     VO1,711$398 12/31/2023
Summit Wealth & Retirement Planning Inc.1,699$395 12/31/2023
     VO1,699$395 12/31/2023
Washington Trust Bank1,693$394 12/31/2023
     VO1,693$394 12/31/2023
QRG Capital Management Inc.1,694$394 12/31/2023
     VO1,694$394 12/31/2023
Levy Wealth Management Group LLC1,690$393 03/31/2024
     VO1,690$393 03/31/2024
First Financial Bank Trust Division1,568$392 03/31/2024
     VO1,568$392 03/31/2024
Berger Financial Group Inc1,568$392 03/31/2024
     VO1,568$392 03/31/2024
Ratio Wealth Group1,687$392 12/31/2023
     VO1,687$392 12/31/2023
Saxon Interests Inc.1,565$391 03/31/2024
     VO1,565$391 03/31/2024
Townsend Asset Management Corp NC ADV1,671$389 12/31/2023
     VO1,671$389 12/31/2023
First Western Trust Bank1,670$389 12/31/2023
     VO1,670$389 12/31/2023
Transform Wealth LLC1,547$387 03/31/2024
     VO1,547$387 03/31/2024
Schwallier Wealth Management LLC1,660$386 12/31/2023
     VO1,660$386 12/31/2023
Mathes Company Inc.1,647$383 12/31/2023
     VO1,647$383 12/31/2023
Stonebridge Financial Planning Group LLC1,647$383 12/31/2023
     VO1,647$383 12/31/2023
Logan Capital Management Inc.1,642$382 12/31/2023
     VO1,642$382 12/31/2023
MontVue Capital Management Inc.1,626$378 12/31/2023
     VO1,626$378 12/31/2023
McAdam LLC1,502$375 03/31/2024
     VO1,502$375 03/31/2024
River Wealth Advisors LLC1,606$374 12/31/2023
     VO1,606$374 12/31/2023
VERITY Wealth Advisors1,487$371 03/31/2024
     VO1,487$371 03/31/2024
Voya Financial Advisors Inc.1,581$370 12/31/2023
     VO1,581$370 12/31/2023
Investment Advisory Group LLC1,589$370 12/31/2023
     VO1,589$370 12/31/2023
Pegasus Partners Ltd.1,477$369 03/31/2024
     VO1,477$369 03/31/2024
NorthRock Partners LLC1,579$367 12/31/2023
     VO1,579$367 12/31/2023
Wayfinding Financial LLC1,571$365 12/31/2023
     VO1,571$365 12/31/2023
Sara Bay Financial1,468$364 03/31/2024
     VO1,468$364 03/31/2024
Willis Johnson & Associates Inc.1,458$364 03/31/2024
     VO1,458$364 03/31/2024
Vertex Planning Partners LLC1,560$363 12/31/2023
     VO1,560$363 12/31/2023
Sunflower Bank N.A.1,449$362 03/31/2024
     VO1,449$362 03/31/2024
Madison Park Capital Advisors LLC1,449$362 03/31/2024
     VO1,449$362 03/31/2024
Willow Creek Wealth Management Inc.1,554$362 12/31/2023
     VO1,554$362 12/31/2023
Tower View Investment Management & Research LLC1,551$361 12/31/2023
     VO1,551$361 12/31/2023
Gries Financial LLC1,549$360 12/31/2023
     VO1,549$360 12/31/2023
Sloy Dahl & Holst LLC1,435$359 03/31/2024
     VO1,435$359 03/31/2024
Alta Wealth Advisors LLC1,539$358 12/31/2023
     VO1,539$358 12/31/2023
Congress Asset Management Co. MA1,428$357 03/31/2024
     VO1,428$357 03/31/2024
Valley National Advisers Inc.1,427$356 03/31/2024
     VO1,427$356 03/31/2024
H&H Retirement Design & Management INC1,485$352 03/31/2024
     VO1,485$352 03/31/2024
Raymond James Trust CO. of NH1,408$352 03/31/2024
     VO1,408$352 03/31/2024
Northwest Bank & Trust Co1,511$352 12/31/2023
     VO1,511$352 12/31/2023
Edge Financial Advisors LLC1,407$351 03/31/2024
     VO1,407$351 03/31/2024
Greenleaf Trust1,503$350 12/31/2023
     VO1,503$350 12/31/2023
Avitas Wealth Management LLC1,397$349 03/31/2024
     VO1,397$349 03/31/2024
Dentgroup LLC1,396$349 03/31/2024
     VO1,396$349 03/31/2024
Edgemoor Investment Advisors Inc.1,500$349 12/31/2023
     VO1,500$349 12/31/2023
Strategic Financial Services Inc 1,500$349 12/31/2023
     VO1,500$349 12/31/2023
Wimmer Associates 1 LLC1,502$349 12/31/2023
     VO1,502$349 12/31/2023
Redwood Financial Network Corp1,501$349 12/31/2023
     VO1,501$349 12/31/2023
Toth Financial Advisory Corp1,395$348 03/31/2024
     VO1,395$348 03/31/2024
Signal Advisors Wealth LLC1,392$348 03/31/2024
     VO1,392$348 03/31/2024
Riverstone Advisors LLC1,490$347 12/31/2023
     VO1,490$347 12/31/2023
Caldwell Sutter Capital Inc.1,383$346 03/31/2024
     VO1,383$346 03/31/2024
Catalytic Wealth RIA LLC1,489$346 12/31/2023
     VO1,489$346 12/31/2023
First National Bank of Mount Dora Trust Investment Services1,381$345 03/31/2024
     VO1,381$345 03/31/2024
Fort Pitt Capital Group LLC1,375$344 03/31/2024
     VO1,375$344 03/31/2024
Becker Capital Management Inc.1,477$344 12/31/2023
     VO1,477$344 12/31/2023
Garrett Investment Advisors LLC1,371$343 03/31/2024
     VO1,371$343 03/31/2024
LifeGuide Financial Advisors LLC1,364$341 03/31/2024
     VO1,364$341 03/31/2024
JFS Wealth Advisors LLC1,466$341 12/31/2023
     VO1,466$341 12/31/2023
Strategic Equity Management1,358$339 03/31/2024
     VO1,358$339 03/31/2024
Wealthstream Advisors Inc.1,459$339 12/31/2023
     VO1,459$339 12/31/2023
Howard Wealth Management LLC1,454$338 12/31/2023
     VO1,454$338 12/31/2023
Moors & Cabot Inc.1,448$337 12/31/2023
     VO1,448$337 12/31/2023
Coastline Trust Co1,336$334 03/31/2024
     VO1,336$334 03/31/2024
Strategic Advisors LLC1,336$334 03/31/2024
     VO1,336$334 03/31/2024
Guyasuta Investment Advisors Inc.1,431$333 03/31/2024
     VO1,431$333 03/31/2024
Flower City Capital1,327$331 03/31/2024
     VO1,327$331 03/31/2024
Confluence Wealth Services Inc.1,323$331 03/31/2024
     VO1,323$331 03/31/2024
Regent Peak Wealth Advisors LLC1,423$331 12/31/2023
     VO1,423$331 12/31/2023
KWB Wealth1,322$330 03/31/2024
     VO1,322$330 03/31/2024
Cora Capital Advisors LLC1,311$328 03/31/2024
     VO1,311$328 03/31/2024
New England Private Wealth Advisors LLC1,410$328 12/31/2023
     VO1,410$328 12/31/2023
HT Partners LLC1,305$326 03/31/2024
     VO1,305$326 03/31/2024
Paragon Advisors LLC1,400$326 12/31/2023
     VO1,400$326 12/31/2023
Cooper Financial Group1,298$324 03/31/2024
     VO1,298$324 03/31/2024
Security National Bank of SO Dak1,391$324 12/31/2023
     VO1,391$324 12/31/2023
New Republic Capital LLC1,391$324 12/31/2023
     VO1,391$324 12/31/2023
TCG Advisory Services LLC1,384$322 12/31/2023
     VO1,384$322 12/31/2023
Penobscot Wealth Management1,382$322 12/31/2023
     VO1,382$322 12/31/2023
Personal CFO Solutions LLC1,381$321 12/31/2023
     VO1,381$321 12/31/2023
Detalus Advisors LLC1,283$320 03/31/2024
     VO1,283$320 03/31/2024
Howland Capital Management LLC1,375$320 12/31/2023
     VO1,375$320 12/31/2023
FRG Family Wealth Advisors LLC1,369$318 12/31/2023
     VO1,369$318 12/31/2023
Lowery Thomas LLC1,369$318 12/31/2023
     VO1,369$318 12/31/2023
Jane Street Group LLC1,362$317 12/31/2023
     VO1,362$317 12/31/2023
Client 1ST Advisory Group LLC1,358$316 12/31/2023
     VO1,358$316 12/31/2023
Compass Financial Group INC SD1,259$315 03/31/2024
     VO1,259$315 03/31/2024
Intrepid Financial Planning Group LLC1,355$315 12/31/2023
     VO1,355$315 12/31/2023
Atlantic Trust LLC1,352$315 12/31/2023
     VO1,352$315 12/31/2023
CWS Financial Advisors LLC1,354$315 12/31/2023
     VO1,354$315 12/31/2023
Avaii Wealth Management LLC1,355$315 12/31/2023
     VO1,355$315 12/31/2023
Childress Capital Advisors LLC1,253$313 03/31/2024
     VO1,253$313 03/31/2024
David J Yvars Group1,243$311 03/31/2024
     VO1,243$311 03/31/2024
Morton Capital Management LLC CA1,241$310 03/31/2024
     VO1,241$310 03/31/2024
Fairfield Bush & CO.1,331$310 12/31/2023
     VO1,331$310 12/31/2023
Forum Financial Management LP1,334$310 12/31/2023
     VO1,334$310 12/31/2023
Independence Asset Advisors LLC1,238$309 03/31/2024
     VO1,238$309 03/31/2024
Founders Financial Alliance LLC1,327$309 12/31/2023
     VO1,327$309 12/31/2023
Delta Financial Group Inc.1,328$309 12/31/2023
     VO1,328$309 12/31/2023
First National Advisers LLC1,318$307 12/31/2023
     VO1,318$307 12/31/2023
Savvy Advisors Inc.1,318$307 12/31/2023
     VO1,318$307 12/31/2023
YHB Investment Advisors Inc.1,225$306 03/31/2024
     VO1,225$306 03/31/2024
Stone House Investment Management LLC1,317$306 12/31/2023
     VO1,317$306 12/31/2023
Unique Wealth LLC1,220$305 03/31/2024
     VO1,220$305 03/31/2024
Allred Capital Management LLC1,208$302 03/31/2024
     VO1,208$302 03/31/2024
MKT Advisors LLC1,239$302 03/31/2024
     VO1,239$302 03/31/2024
WealthTrust Asset Management LLC1,297$302 12/31/2023
     VO1,297$302 12/31/2023
Accretive Wealth Partners LLC1,293$301 12/31/2023
     VO1,293$301 12/31/2023
Alley Investment Management Company LLC1,289$300 12/31/2023
     VO1,289$300 12/31/2023
Acorn Wealth Advisors LLC1,197$299 03/31/2024
     VO1,197$299 03/31/2024
Bogart Wealth LLC1,192$298 03/31/2024
     VO1,192$298 03/31/2024
Summit Asset Management LLC1,277$297 12/31/2023
     VO1,277$297 12/31/2023
Hamilton Wealth LLC1,277$297 12/31/2023
     VO1,277$297 12/31/2023
GHP Investment Advisors Inc.1,184$296 03/31/2024
     VO1,184$296 03/31/2024
1ST Source Bank1,273$296 12/31/2023
     VO1,273$296 12/31/2023
Glassman Wealth Services1,274$296 12/31/2023
     VO1,274$296 12/31/2023
WMG Financial Advisors LLC1,271$296 12/31/2023
     VO1,271$296 12/31/2023
Clarity Capital Partners LLC1,269$295 12/31/2023
     VO1,269$295 12/31/2023
Byrne Asset Management LLC1,177$294 03/31/2024
     VO1,177$294 03/31/2024
SkyOak Wealth LLC1,262$294 12/31/2023
     VO1,262$294 12/31/2023
Better Money Decisions LLC1,265$294 12/31/2023
     VO1,265$294 12/31/2023
Whalerock Point Partners LLC1,255$292 12/31/2023
     VO1,255$292 12/31/2023
Element Wealth LLC1,257$292 12/31/2023
     VO1,257$292 12/31/2023
EPG Wealth Management LLC1,257$291 12/31/2023
     VO1,257$291 12/31/2023
Intelligence Driven Advisers LLC1,271$291 12/31/2023
     VO1,271$291 12/31/2023
Midwest Professional Planners LTD.1,245$290 12/31/2023
     VO1,245$290 12/31/2023
Kerntke Otto McGlone Wealth Management Group1,246$290 12/31/2023
     VO1,246$290 12/31/2023
Lake Street Financial LLC1,148$287 03/31/2024
     VO1,148$287 03/31/2024
Strategic Wealth Designers1,232$287 12/31/2023
     VO1,232$287 12/31/2023
Callan Family Office LLC1,234$287 12/31/2023
     VO1,234$287 12/31/2023
Clifford Swan Investment Counsel LLC1,146$286 03/31/2024
     VO1,146$286 03/31/2024
Bath Savings Trust Co1,143$286 03/31/2024
     VO1,143$286 03/31/2024
Argent Advisors Inc.1,230$286 12/31/2023
     VO1,230$286 12/31/2023
RVW Wealth LLC1,141$285 03/31/2024
     VO1,141$285 03/31/2024
Prosperity Planning Inc.1,138$284 03/31/2024
     VO1,138$284 03/31/2024
Wealthsource Partners LLC1,222$284 12/31/2023
     VO1,222$284 12/31/2023
Congress Wealth Management LLC DE 1,133$283 03/31/2024
     VO1,133$283 03/31/2024
Tradewinds Capital Management LLC1,128$282 03/31/2024
     VO1,128$282 03/31/2024
Anson Capital Inc.1,210$281 12/31/2023
     VO1,210$281 12/31/2023
Carlton Hofferkamp & Jenks Wealth Management LLC1,168$280 03/31/2024
     VO1,168$280 03/31/2024
Hardy Reed LLC1,204$280 12/31/2023
     VO1,204$280 12/31/2023
Grunden Financial Advisory Inc.1,204$280 12/31/2023
     VO1,204$280 12/31/2023
Divergent Planning LLC1,125$279 03/31/2024
     VO1,125$279 03/31/2024
Weitzel Financial Services Inc.1,119$278 03/31/2024
     VO1,119$278 03/31/2024
SYM FINANCIAL Corp1,195$278 12/31/2023
     VO1,195$278 12/31/2023
Capital Advisors Ltd. LLC1,098$274 03/31/2024
     VO1,098$274 03/31/2024
Bordeaux Wealth Advisors LLC1,179$274 12/31/2023
     VO1,179$274 12/31/2023
Safeguard Investment Advisory Group LLC1,177$274 12/31/2023
     VO1,177$274 12/31/2023
Barrett & Company Inc.1,093$273 03/31/2024
     VO1,093$273 03/31/2024
Veriti Management LLC1,082$270 03/31/2024
     VO1,082$270 03/31/2024
Sageworth Trust Co of South Dakota1,080$270 03/31/2024
     VO1,080$270 03/31/2024
Ironwood Wealth Management LLC.1,074$268 03/31/2024
     VO1,074$268 03/31/2024
All Season Financial Advisors Inc.1,071$268 03/31/2024
     VO1,071$268 03/31/2024
Cadinha & Co. LLC1,150$268 12/31/2023
     VO1,150$268 12/31/2023
WealthCare Investment Partners LLC1,064$266 03/31/2024
     VO1,064$266 03/31/2024
Twin Peaks Wealth Advisors LLC1,063$266 03/31/2024
     VO1,063$266 03/31/2024
Cladis Investment Advisory LLC1,143$266 12/31/2023
     VO1,143$266 12/31/2023
Turtle Creek Wealth Advisors LLC1,138$265 12/31/2023
     VO1,138$265 12/31/2023
Wick Capital Partners LLC1,134$264 12/31/2023
     VO1,134$264 12/31/2023
Legacy Trust1,052$263 03/31/2024
     VO1,052$263 03/31/2024
Tyche Wealth Partners LLC1,053$263 03/31/2024
     VO1,053$263 03/31/2024
Burney Co.1,130$263 12/31/2023
     VO1,130$263 12/31/2023
UMA Financial Services Inc.1,102$260 03/31/2024
     VO1,102$260 03/31/2024
Redhawk Wealth Advisors Inc.1,112$259 12/31/2023
     VO1,112$259 12/31/2023
Three Bridge Wealth Advisors LLC1,115$259 12/31/2023
     VO1,115$259 12/31/2023
Tactive Advisors LLC1,108$258 12/31/2023
     VO1,108$258 12/31/2023
Naviter Wealth LLC1,029$257 03/31/2024
     VO1,029$257 03/31/2024
Greenfield Savings Bank1,024$256 03/31/2024
     VO1,024$256 03/31/2024
Resource Consulting Group Inc.1,100$256 12/31/2023
     VO1,100$256 12/31/2023
Plante Moran Financial Advisors LLC1,100$256 12/31/2023
     VO1,100$256 12/31/2023
Enzi Wealth1,075$255 03/31/2024
     VO1,075$255 03/31/2024
First American Trust FSB1,096$255 12/31/2023
     VO1,096$255 12/31/2023
Maven Securities LTD $255 12/31/2023
     Call16,200$1,869 12/31/2023
     Put13,600$1,614 12/31/2023
Tolleson Wealth Management Inc.1,091$254 12/31/2023
     VO1,091$254 12/31/2023
HTG Investment Advisors Inc.1,093$254 12/31/2023
     VO1,093$254 12/31/2023
FC Advisory LLC1,014$253 03/31/2024
     VO1,014$253 03/31/2024
Dearborn Partners LLC1,088$253 12/31/2023
     VO1,088$253 12/31/2023
Websterrogers Financial Advisors LLC1,089$253 12/31/2023
     VO1,089$253 12/31/2023
Westside Investment Management Inc.1,009$252 03/31/2024
     VO1,009$252 03/31/2024
Harris Associates L P1,079$251 12/31/2023
     VO1,079$251 12/31/2023
Lathrop Investment Management Corp1,080$251 12/31/2023
     VO1,080$251 12/31/2023
Colorado Capital Management Inc.992$248 03/31/2024
     VO992$248 03/31/2024
Resource Planning Group1,056$246 12/31/2023
     VO1,056$246 12/31/2023
Facet Wealth Inc.1,062$246 12/31/2023
     VO1,062$246 12/31/2023
Ballentine Capital Advisors Inc1,058$246 12/31/2023
     VO1,058$246 12/31/2023
Waters Parkerson & CO. LLC1,054$245 12/31/2023
     VO1,054$245 12/31/2023
Gerber Kawasaki Wealth & Investment Management1,051$245 12/31/2023
     VO1,051$245 12/31/2023
SignalPoint Asset Management LLC977$244 03/31/2024
     VO977$244 03/31/2024
Strategic Financial Planning Inc.975$244 03/31/2024
     VO975$244 03/31/2024
Kayne Anderson Rudnick Investment Management LLC1,047$244 12/31/2023
     VO1,047$244 12/31/2023
Csenge Advisory Group1,044$243 12/31/2023
     VO1,044$243 12/31/2023
Fairman Group LLC1,047$243 12/31/2023
     VO1,047$243 12/31/2023
Clearwater Capital Advisors LLC1,038$241 12/31/2023
     VO1,038$241 12/31/2023
Washington Trust Advisors Inc.1,038$241 12/31/2023
     VO1,038$241 12/31/2023
Main Street Group LTD $241 12/31/2023
     EQUITY FUNDS1,121$203 12/31/2023
     VO165$38 12/31/2023
Norris Perne & French LLP MI962$240 03/31/2024
     VO962$240 03/31/2024
Acima Private Wealth LLC1,028$239 12/31/2023
     VO1,028$239 12/31/2023
Zacks Investment Management1,024$238 12/31/2023
     VO1,024$238 12/31/2023
Klingman & Associates LLC1,024$238 12/31/2023
     VO1,024$238 12/31/2023
Mendel Capital Management LLC1,025$238 12/31/2023
     VO1,025$238 12/31/2023
Myecfo LLC950$237 03/31/2024
     VO950$237 03/31/2024
Peoples Bank OH1,016$236 12/31/2023
     VO1,016$236 12/31/2023
Presilium Private Wealth LLC1,014$236 12/31/2023
     VO1,014$236 12/31/2023
HFG Advisors Inc.938$234 03/31/2024
     VO938$234 03/31/2024
McMahon Financial Advisors LLC932$233 03/31/2024
     VO932$233 03/31/2024
Searle & CO.1,000$233 12/31/2023
     VO1,000$233 12/31/2023
One Wealth Advisors LLC923$231 03/31/2024
     VO923$231 03/31/2024
Wagner Wealth Management LLC925$231 03/31/2024
     VO925$231 03/31/2024
Cedar Wealth Management LLC991$231 12/31/2023
     VO991$231 12/31/2023
Wellspring Financial Advisors LLC991$231 12/31/2023
     VO991$231 12/31/2023
ROI Financial Advisors LLC994$231 12/31/2023
     VO994$231 12/31/2023
Hummer Financial Advisory Services Inc915$229 03/31/2024
     VO915$229 03/31/2024
Greenup Street Wealth Management LLC983$229 12/31/2023
     VO983$229 12/31/2023
Equita Financial Network Inc.984$229 12/31/2023
     VO984$229 12/31/2023
Kavar Capital Partners Group LLC981$228 12/31/2023
     VO981$228 12/31/2023
Telos Capital Management Inc.908$227 03/31/2024
     VO908$227 03/31/2024
McLean Asset Management Corp919$227 03/31/2024
     VO919$227 03/31/2024
Roberts Wealth Advisors LLC956$227 03/31/2024
     VO956$227 03/31/2024
Janney Capital Management LLC977$227 12/31/2023
     VO977$227 12/31/2023
Cassady Schiller Wealth Management LLC976$227 12/31/2023
     VO976$227 12/31/2023
Transatlantique Private Wealth LLC976$227 12/31/2023
     VO976$227 12/31/2023
Lazari Capital Management Inc.975$227 12/31/2023
     VO975$227 12/31/2023
First Trust Investment Solutions L.P.975$227 12/31/2023
     VO975$227 12/31/2023
Thrive Wealth Management LLC900$225 03/31/2024
     VO900$225 03/31/2024
Financial Advisory Service Inc.968$225 12/31/2023
     VO968$225 12/31/2023
TFO TDC LLC968$225 12/31/2023
     VO968$225 12/31/2023
Team Hewins LLC969$225 12/31/2023
     VO969$225 12/31/2023
Jaffetilchin Investment Partners LLC962$224 12/31/2023
     VO962$224 12/31/2023
Columbia Trust Co 01012016961$224 12/31/2023
     VO961$224 12/31/2023
VitalStone Financial LLC962$224 12/31/2023
     VO962$224 12/31/2023
Patton Albertson Miller Group LLC894$223 03/31/2024
     VO894$223 03/31/2024
ARS Wealth Advisors Group LLC957$223 12/31/2023
     VO957$223 12/31/2023
Matrix Asset Advisors Inc. NY888$222 03/31/2024
     VO888$222 03/31/2024
Corundum Group Inc.890$222 03/31/2024
     VO890$222 03/31/2024
Trustco Bank Corp N Y955$222 12/31/2023
     VO955$222 12/31/2023
Tocqueville Asset Management L.P.956$222 12/31/2023
     VO956$222 12/31/2023
FourThought Financial Partners LLC951$221 12/31/2023
     VO951$221 12/31/2023
Osborne Partners Capital Management LLC881$220 03/31/2024
     VO881$220 03/31/2024
Money Concepts Capital Corp945$220 12/31/2023
     VO945$220 12/31/2023
MEMBERS Trust Co876$219 03/31/2024
     VO876$219 03/31/2024
Cascade Investment Group Inc.943$219 12/31/2023
     VO943$219 12/31/2023
LaSalle St. Investment Advisors LLC940$219 12/31/2023
     VO940$219 12/31/2023
Greenspring Advisors LLC873$218 03/31/2024
     VO873$218 03/31/2024
Mechanics Bank Trust Department867$217 03/31/2024
     VO867$217 03/31/2024
Central Valley Advisors LLC867$217 03/31/2024
     VO867$217 03/31/2024
Courage Miller Partners LLC866$216 03/31/2024
     VO866$216 03/31/2024
Cobblestone Capital Advisors LLC NY930$216 12/31/2023
     VO930$216 12/31/2023
Radnor Capital Management LLC860$215 03/31/2024
     VO860$215 03/31/2024
Opal Wealth Advisors LLC859$215 03/31/2024
     VO859$215 03/31/2024
Coyle Financial Counsel LLC923$215 12/31/2023
     VO923$215 12/31/2023
Valley Brook Capital Group924$215 12/31/2023
     VO924$215 12/31/2023
Madison Wealth Partners Inc922$214 12/31/2023
     VO922$214 12/31/2023
Prosperity Consulting Group LLC922$214 12/31/2023
     VO922$214 12/31/2023
RMR Wealth Builders851$213 03/31/2024
     VO851$213 03/31/2024
Barclays PLC917$213 12/31/2023
     VO917$213 12/31/2023
Geometric Wealth Advisors915$213 12/31/2023
     VO915$213 12/31/2023
Financial Life Advisors849$212 03/31/2024
     VO849$212 03/31/2024
CIC Wealth LLC848$212 03/31/2024
     VO848$212 03/31/2024
Sentry LLC850$212 03/31/2024
     VO850$212 03/31/2024
Bank of Nova Scotia910$212 12/31/2023
     VO910$212 12/31/2023
Strategy Asset Managers LLC845$211 03/31/2024
     VO845$211 03/31/2024
Trust Co846$211 03/31/2024
     VO846$211 03/31/2024
Regimen Wealth LLC900$209 12/31/2023
     VO900$209 12/31/2023
Lansing Street Advisors896$208 12/31/2023
     VO896$208 12/31/2023
First Long Island Investors LLC890$207 12/31/2023
     VO890$207 12/31/2023
Abacus Planning Group Inc.824$206 03/31/2024
     VO824$206 03/31/2024
Planning Capital Management Corp824$206 03/31/2024
     VO824$206 03/31/2024
North Star Investment Management Corp.885$206 12/31/2023
     VO885$206 12/31/2023
Wealthstar Advisors LLC819$205 03/31/2024
     VO819$205 03/31/2024
True North Advisors LLC822$205 03/31/2024
     VO822$205 03/31/2024
King Luther Capital Management Corp880$205 12/31/2023
     VO880$205 12/31/2023
Pennsylvania Capital Management Inc. ADV883$205 12/31/2023
     VO883$205 12/31/2023
Leo Wealth LLC851$205 12/31/2023
     VO851$205 12/31/2023
WealthShield Partners LLC879$204 12/31/2023
     VO879$204 12/31/2023
F M Investments LLC852$203 03/31/2024
     VO852$203 03/31/2024
Midwest Financial Group LLC812$203 03/31/2024
     VO812$203 03/31/2024
Sound Stewardship LLC870$202 12/31/2023
     VO870$202 12/31/2023
Tradition Wealth Management LLC865$201 12/31/2023
     VO865$201 12/31/2023
Institutional & Family Asset Management LLC854$199 12/31/2023
     VO854$199 12/31/2023
Edmond DE Rothschild Holding S.A.853$198 12/31/2023
     VO853$198 12/31/2023
BlackRock Inc.846$197 12/31/2023
     VO846$197 12/31/2023
Indiana Trust & Investment Management CO781$195 03/31/2024
     VO781$195 03/31/2024
DHJJ Financial Advisors Ltd.779$195 03/31/2024
     VO779$195 03/31/2024
Covestor Ltd837$195 12/31/2023
     VO837$195 12/31/2023
Global Trust Asset Management LLC778$194 03/31/2024
     VO778$194 03/31/2024
Castleview Partners LLC830$193 12/31/2023
     VO830$193 12/31/2023
Beacon Capital Management LLC831$193 12/31/2023
     VO831$193 12/31/2023
Providence Capital Advisors LLC814$189 12/31/2023
     VO814$189 12/31/2023
Richardson Capital Management LLC754$188 03/31/2024
     VO754$188 03/31/2024
Sugarloaf Wealth Management LLC752$188 03/31/2024
     VO752$188 03/31/2024
Clean Yield Group808$188 12/31/2023
     VO808$188 12/31/2023
Main Management LLC807$188 12/31/2023
     VO807$188 12/31/2023
Cornerstone Planning Group LLC806$188 12/31/2023
     VO806$188 12/31/2023
C M Bidwell & Associates Ltd.799$186 12/31/2023
     VO799$186 12/31/2023
Rockbridge Investment Management LCC790$184 12/31/2023
     VO790$184 12/31/2023
Long Island Wealth Management Inc.792$184 12/31/2023
     VO792$184 12/31/2023
Fairway Wealth LLC788$183 12/31/2023
     VO788$183 12/31/2023
HHM Wealth Advisors LLC766$178 12/31/2023
     VO766$178 12/31/2023
Archer Investment Corp766$178 12/31/2023
     VO766$178 12/31/2023
Sittner & Nelson LLC738$172 12/31/2023
     VO738$172 12/31/2023
Gradient Investments LLC674$168 03/31/2024
     VO674$168 03/31/2024
Hoese & Co LLP700$168 03/31/2024
     VO700$168 03/31/2024
Tyler Stone Wealth Management719$167 12/31/2023
     VO719$167 12/31/2023
Northwest Financial Advisors718$167 12/31/2023
     VO718$167 12/31/2023
Rise Advisors LLC656$164 03/31/2024
     VO656$164 03/31/2024
Register Financial Advisors LLC634$158 03/31/2024
     VO634$158 03/31/2024
New Millennium Group LLC676$157 12/31/2023
     VO676$157 12/31/2023
Morling Financial Advisors LLC666$155 12/31/2023
     VO666$155 12/31/2023
Compass Wealth Management LLC615$154 03/31/2024
     VO615$154 03/31/2024
Householder Group Estate & Retirement Specialist LLC654$152 12/31/2023
     VO654$152 12/31/2023
MCF Advisors LLC598$149 03/31/2024
     VO598$149 03/31/2024
Red Lighthouse Investment Management LLC624$145 12/31/2023
     VO624$145 12/31/2023
TCTC Holdings LLC620$144 12/31/2023
     VO620$144 12/31/2023
Birch Capital Management LLC569$142 03/31/2024
     VO569$142 03/31/2024
Key Financial Inc589$137 12/31/2023
     VO589$137 12/31/2023
Tompkins Financial Corp543$136 03/31/2024
     VO543$136 03/31/2024
Pacifica Partners Inc.553$136 03/31/2024
     VO553$136 03/31/2024
EverSource Wealth Advisors LLC584$136 12/31/2023
     VO584$136 12/31/2023
Venturi Wealth Management LLC539$135 03/31/2024
     VO539$135 03/31/2024
Strategic Investment Solutions Inc. IL $135 12/31/2023
     EQUITY FUNDS329$95 12/31/2023
     VO174$40 12/31/2023
Bfsg LLC536$134 03/31/2024
     VO536$134 03/31/2024
Solstein Capital LLC537$134 03/31/2024
     VO537$134 03/31/2024
Sunbelt Securities Inc.530$132 03/31/2024
     VO530$132 03/31/2024
PrairieView Partners LLC565$132 12/31/2023
     VO565$132 12/31/2023
Zions Bancorporation N.A.560$130 12/31/2023
     VO560$130 12/31/2023
VisionPoint Advisory Group LLC550$128 12/31/2023
     VO550$128 12/31/2023
Cape Investment Advisory Inc.552$128 12/31/2023
     VO552$128 12/31/2023
Mango Five Family Inc.535$124 12/31/2023
     VO535$124 12/31/2023
Legacy Bridge LLC487$122 03/31/2024
     VO487$122 03/31/2024
Integrity Financial Corp WA515$120 12/31/2023
     VO515$120 12/31/2023
Lee Financial Co512$119 12/31/2023
     VO512$119 12/31/2023
Cardiff Park Advisors LLC513$119 12/31/2023
     VO513$119 12/31/2023
Mycio Wealth Partners LLC507$118 12/31/2023
     VO507$118 12/31/2023
Scarborough Advisors LLC504$117 12/31/2023
     VO504$117 12/31/2023
Richardson Financial Services Inc.499$116 12/31/2023
     VO499$116 12/31/2023
Annis Gardner Whiting Capital Advisors LLC491$114 12/31/2023
     VO491$114 12/31/2023
Intelligent Financial Strategies485$113 12/31/2023
     VO485$113 12/31/2023
Cherry Tree Wealth Management LLC481$112 12/31/2023
     VO481$112 12/31/2023
Laurel Wealth Advisors LLC475$111 12/31/2023
     VO475$111 12/31/2023
Nemes Rush Group LLC471$110 12/31/2023
     VO471$110 12/31/2023
Copeland Capital Management LLC438$109 03/31/2024
     VO438$109 03/31/2024
Hills Bank & Trust Co458$107 12/31/2023
     VO458$107 12/31/2023
Bell Investment Advisors Inc460$107 12/31/2023
     VO460$107 12/31/2023
GAMMA Investing LLC423$106 03/31/2024
     VO423$106 03/31/2024
First Personal Financial Services413$103 03/31/2024
     VO413$103 03/31/2024
Partnership Wealth Management LLC409$102 03/31/2024
     VO409$102 03/31/2024
Provence Wealth Management Group417$97 12/31/2023
     VO417$97 12/31/2023
Tucker Asset Management LLC414$96 12/31/2023
     VO414$96 12/31/2023
DecisionPoint Financial LLC406$94 12/31/2023
     VO406$94 12/31/2023
Provident Wealth Management LLC374$93 03/31/2024
     VO374$93 03/31/2024
LFA Lugano Financial Advisors SA400$93 12/31/2023
     VO400$93 12/31/2023
Coppell Advisory Solutions LLC383$89 12/31/2023
     VO383$89 12/31/2023
First Community Trust NA353$88 03/31/2024
     VO353$88 03/31/2024
Front Row Advisors LLC366$85 12/31/2023
     VO366$85 12/31/2023
Tortoise Investment Management LLC352$82 12/31/2023
     VO352$82 12/31/2023
Maryland Capital Advisors Inc.316$79 03/31/2024
     VO316$79 03/31/2024
Ambassador Advisors LLC339$78 12/31/2023
     VO339$78 12/31/2023
Impact Partnership Wealth LLC336$78 12/31/2023
     VO336$78 12/31/2023
Founders Capital Management303$76 03/31/2024
     VO303$76 03/31/2024
Evergreen Private Wealth LLC304$76 03/31/2024
     VO304$76 03/31/2024
Retirement Group LLC321$75 12/31/2023
     VO321$75 12/31/2023
Beaird Harris Wealth Management LLC314$73 12/31/2023
     VO314$73 12/31/2023
Abich Financial Wealth Management LLC313$73 12/31/2023
     VO313$73 12/31/2023
Vestor Capital LLC311$72 12/31/2023
     VO311$72 12/31/2023
Family CFO Inc283$71 03/31/2024
     VO283$71 03/31/2024
Balentine LLC305$71 12/31/2023
     VO305$71 12/31/2023
Morris Financial Concepts Inc.281$70 03/31/2024
     VO281$70 03/31/2024
Macroview Investment Management LLC300$70 12/31/2023
     VO300$70 12/31/2023
Concord Wealth Partners296$69 12/31/2023
     VO296$69 12/31/2023
Life Planning Partners Inc286$67 12/31/2023
     VO286$67 12/31/2023
Evolution Advisers Inc.283$66 12/31/2023
     VO283$66 12/31/2023
Frazier Financial Advisors LLC285$66 12/31/2023
     VO285$66 12/31/2023
Keener Financial Planning LLC283$66 12/31/2023
     VO283$66 12/31/2023
Atticus Wealth Management LLC258$65 03/31/2024
     VO258$65 03/31/2024
LifeSteps Financial Inc.248$62 03/31/2024
     VO248$62 03/31/2024
Rocky Mountain Advisers LLC245$61 03/31/2024
     VO245$61 03/31/2024
Avalon Trust Co250$58 12/31/2023
     VO250$58 12/31/2023
Criterion Capital Advisors LLC230$57 03/31/2024
     VO230$57 03/31/2024
Motco240$56 12/31/2023
     VO240$56 12/31/2023
Vermillion & White Wealth Management Group LLC242$56 12/31/2023
     VO242$56 12/31/2023
Sawyer & Company Inc222$55 03/31/2024
     VO222$55 03/31/2024
Perritt Capital Management Inc.236$55 12/31/2023
     VO236$55 12/31/2023
Resources Management Corp CT ADV233$54 12/31/2023
     VO233$54 12/31/2023
MTM Investment Management LLC213$53 03/31/2024
     VO213$53 03/31/2024
Winch Advisory Services LLC219$51 12/31/2023
     VO219$51 12/31/2023
Running Point Capital Advisors LLC219$51 12/31/2023
     VO219$51 12/31/2023
Bradley & Co. Private Wealth Management LLC220$51 12/31/2023
     VO220$51 12/31/2023
Dougherty Wealth Advisers LLC200$50 03/31/2024
     VO200$50 03/31/2024
Northwest Investment Counselors LLC192$48 03/31/2024
     VO192$48 03/31/2024
Halpern Financial Inc.195$48 03/31/2024
     VO195$48 03/31/2024
Wetzel Investment Advisors Inc.206$48 03/31/2024
     VO206$48 03/31/2024
Hanson & Doremus Investment Management188$47 03/31/2024
     VO188$47 03/31/2024
GPS Wealth Strategies Group LLC200$47 12/31/2023
     VO200$47 12/31/2023
Financial Connections Group Inc.205$47 12/31/2023
     VO205$47 12/31/2023
PFS Partners LLC183$46 03/31/2024
     VO183$46 03/31/2024
Union Savings Bank196$46 12/31/2023
     VO196$46 12/31/2023
GoalVest Advisory LLC181$45 03/31/2024
     VO181$45 03/31/2024
Financial Perspectives Inc177$44 03/31/2024
     VO177$44 03/31/2024
Insight Inv LLC191$44 12/31/2023
     VO191$44 12/31/2023
Greenwood Gearhart Inc.177$41 12/31/2023
     VO177$41 12/31/2023
ORG Partners LLC171$41 12/31/2023
     VO171$41 12/31/2023
Evensky & Katz LLC152$38 03/31/2024
     VO152$38 03/31/2024
Hazlett Burt & Watson Inc.158$38 12/31/2023
     VO158$38 12/31/2023
Goodman Advisory Group LLC165$38 12/31/2023
     VO165$38 12/31/2023
Angeles Wealth Management LLC163$38 12/31/2023
     VO163$38 12/31/2023
Peoples Bank KS150$37 03/31/2024
     VO150$37 03/31/2024
Private Wealth Management Group LLC157$37 12/31/2023
     VO157$37 12/31/2023
Headlands Technologies LLC156$36 12/31/2023
     VO156$36 12/31/2023
Koesten Hirschmann & Crabtree INC.155$36 12/31/2023
     VO155$36 12/31/2023
CVA Family Office LLC140$35 03/31/2024
     VO140$35 03/31/2024
Hexagon Capital Partners LLC137$34 03/31/2024
     VO137$34 03/31/2024
Ballast Advisors LLC147$34 12/31/2023
     VO147$34 12/31/2023
Citizens National Bank Trust Department148$34 12/31/2023
     VO148$34 12/31/2023
Orion Capital Management LLC143$33 12/31/2023
     VO143$33 12/31/2023
Atlantic Edge Private Wealth Management LLC140$33 12/31/2023
     VO140$33 12/31/2023
Blume Capital Management Inc.139$32 12/31/2023
     VO139$32 12/31/2023
Signature Resources Capital Management LLC127$30 03/31/2024
     VO127$30 03/31/2024
Coston McIsaac & Partners121$30 03/31/2024
     VO121$30 03/31/2024
Northwest Capital Management Inc114$28 03/31/2024
     VO114$28 03/31/2024
Spartan Planning & Wealth Management120$28 12/31/2023
     VO120$28 12/31/2023
DiNuzzo Private Wealth Inc.120$28 12/31/2023
     VO120$28 12/31/2023
CNB Bank118$27 12/31/2023
     VO118$27 12/31/2023
Armor Investment Advisors LLC105$26 03/31/2024
     VO105$26 03/31/2024
Arlington Trust Co LLC105$26 03/31/2024
     VO105$26 03/31/2024
AllSquare Wealth Management LLC110$26 12/31/2023
     VO110$26 12/31/2023
Pacific Capital Wealth Advisors Inc.106$25 12/31/2023
     VO106$25 12/31/2023
Smartleaf Asset Management LLC105$25 12/31/2023
     VO105$25 12/31/2023
Princeton Global Asset Management LLC105$24 12/31/2023
     VO105$24 12/31/2023
Versant Capital Management Inc94$23 03/31/2024
     VO94$23 03/31/2024
PSI Advisors LLC92$23 03/31/2024
     VO92$23 03/31/2024
Highlander Capital Management LLC100$23 12/31/2023
     VO100$23 12/31/2023
FinTrust Capital Advisors LLC97$23 12/31/2023
     VO97$23 12/31/2023
Global Wealth Management Investment Advisory Inc.100$23 12/31/2023
     VO100$23 12/31/2023
Armstrong Advisory Group Inc.96$22 03/31/2024
     VO96$22 03/31/2024
Resurgent Financial Advisors LLC89$21 12/31/2023
     VO89$21 12/31/2023
Vaughan Nelson Investment Management L.P.80$20 03/31/2024
     VO80$20 03/31/2024
Global Wealth Strategies & Associates80$20 03/31/2024
     VO80$20 03/31/2024
Dividend Assets Capital LLC81$19 12/31/2023
     VO81$19 12/31/2023
Russell Investments Group Ltd.79$18 12/31/2023
     VO79$18 12/31/2023
SJS Investment Consulting Inc.63$16 03/31/2024
     VO63$16 03/31/2024
Morton Brown Family Wealth LLC63$16 03/31/2024
     VO63$16 03/31/2024
Colonial Trust Advisors68$16 12/31/2023
     VO68$16 12/31/2023
Tidemark LLC68$16 12/31/2023
     VO68$16 12/31/2023
Pineridge Advisors LLC68$16 12/31/2023
     VO68$16 12/31/2023
HighMark Wealth Management LLC65$15 12/31/2023
     VO65$15 12/31/2023
Davidson Capital Management Inc.64$15 12/31/2023
     VO64$15 12/31/2023
PFG Private Wealth Management LLC55$14 03/31/2024
     VO55$14 03/31/2024
Investment Research & Advisory Group Inc.53$13 03/31/2024
     VO53$13 03/31/2024
Davis Capital Management53$13 03/31/2024
     VO53$13 03/31/2024
Christopher J. Hasenberg Inc53$13 03/31/2024
     VO53$13 03/31/2024
WFA Asset Management Corp52$13 03/31/2024
     VO52$13 03/31/2024
Cedar Mountain Advisors LLC49$12 03/31/2024
     VO49$12 03/31/2024
IAG Wealth Partners LLC49$12 03/31/2024
     VO49$12 03/31/2024
Focused Wealth Management Inc50$12 12/31/2023
     VO50$12 12/31/2023
Ameritas Investment Partners Inc.48$11 12/31/2023
     VO48$11 12/31/2023
Dunhill Financial LLC42$10 12/31/2023
     VO42$10 12/31/2023
Hallmark Capital Management Inc.40$9 12/31/2023
     VO40$9 12/31/2023
London Co. of Virginia39$9 12/31/2023
     VO39$9 12/31/2023
Riggs Asset Managment Co. Inc.40$9 12/31/2023
     VO40$9 12/31/2023
Game Plan Financial Advisors LLC22$6 03/31/2024
     VO22$6 03/31/2024
Wolff Wiese Magana LLC23$6 03/31/2024
     VO23$6 03/31/2024
CGC Financial Services LLC25$6 03/31/2024
     VO25$6 03/31/2024
True Wealth Design LLC25$6 12/31/2023
     VO25$6 12/31/2023
Livelsberger Financial Advisory25$6 12/31/2023
     VO25$6 12/31/2023
University of Texas Texas AM Investment Managment Co.22$5 12/31/2023
     VO22$5 12/31/2023
Emfo LLC22$5 12/31/2023
     VO22$5 12/31/2023
Vima LLC23$5 12/31/2023
     VO23$5 12/31/2023
MV Capital Management Inc.18$4 03/31/2024
     VO18$4 03/31/2024
Arvest Investments Inc.12$3 03/31/2024
     VO12$3 03/31/2024
Aspire Private Capital LLC13$3 03/31/2024
     VO13$3 03/31/2024
Raleigh Capital Management Inc.14$3 12/31/2023
     VO14$3 12/31/2023
AlphaMark Advisors LLC10$2 03/31/2024
     VO10$2 03/31/2024
West Branch Capital LLC10$2 03/31/2024
     VO10$2 03/31/2024
Viewpoint Capital Management LLC9$2 03/31/2024
     VO9$2 03/31/2024
Eagle Bay Advisors LLC9$2 12/31/2023
     VO9$2 12/31/2023
MGB Wealth Management LLC10$2 12/31/2023
     VO10$2 12/31/2023
Baldwin Brothers Inc. MA3$1 03/31/2024
     VO3$1 03/31/2024
Robbins Farley LLC4$1 03/31/2024
     VO4$1 03/31/2024
FSC Wealth Advisors LLC6$1 03/31/2024
     VO6$1 03/31/2024
Trifecta Capital Advisors LLC3$1 03/31/2024
     VO3$1 03/31/2024
Your Advocates Ltd. LLP5$1 12/31/2023
     VO5$1 12/31/2023
Grand Wealth Management LLC5$1 12/31/2023
     VO5$1 12/31/2023
Nordwand Advisors LLC5$1 12/31/2023
     VO5$1 12/31/2023
Able Wealth Management LLC6$1 12/31/2023
     VO6$1 12/31/2023
Lowe Wealth Advisors LLC2$0 03/31/2024
     VO2$0 03/31/2024
APCM Wealth Management for Individuals2$0 03/31/2024
     VO2$0 03/31/2024
Silicon Valley Capital Partners1$0 12/31/2023
     VO1$0 12/31/2023
Semmax Financial Advisors Inc.2$0 12/31/2023
     VO2$0 12/31/2023
Simplex Trading LLC $-71,139 03/31/2024
     Put512,100$174,209 03/31/2024
     Call358,100$96,820 03/31/2024
     VO25,015$6,250 03/31/2024
Oak Hill Wealth Advisors LLC177,697$-44,399,445 03/31/2024
     Put177,697$44,399,445 03/31/2024

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

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