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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Wells Fargo & Company MN | $5,470,226 | 12/31/2023 | |
VO | 23,516,197 | $5,470,808 | 12/31/2023 |
Put | 2,500 | $582 | 12/31/2023 |
Bank of America Corp DE | 14,720,473 | $3,424,571 | 12/31/2023 |
VO | 14,720,473 | $3,424,571 | 12/31/2023 |
Jones Financial Companies Lllp | 10,063,640 | $2,341,205 | 12/31/2023 |
VO | 10,063,640 | $2,341,205 | 12/31/2023 |
Creative Planning | 8,338,944 | $1,939,972 | 12/31/2023 |
VO | 8,338,944 | $1,939,972 | 12/31/2023 |
Morgan Stanley | 7,035,885 | $1,636,829 | 12/31/2023 |
VO | 7,035,885 | $1,636,829 | 12/31/2023 |
Cerity Partners LLC | 6,250,591 | $1,454,137 | 12/31/2023 |
VO | 6,250,591 | $1,454,137 | 12/31/2023 |
UBS Group AG | 5,862,225 | $1,363,788 | 12/31/2023 |
VO | 5,862,225 | $1,363,788 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 5,134,672 | $1,194,551 | 12/31/2023 |
VO | 5,134,672 | $1,194,551 | 12/31/2023 |
Raymond James & Associates | 3,814,129 | $952,998 | 03/31/2024 |
VO | 3,814,129 | $952,998 | 03/31/2024 |
Ameriprise Financial Inc. | 3,587,959 | $835,020 | 12/31/2023 |
VO | 3,587,959 | $835,020 | 12/31/2023 |
LPL Financial LLC | 2,934,425 | $682,664 | 12/31/2023 |
VO | 2,934,425 | $682,664 | 12/31/2023 |
The PNC Financial Services Group Inc. | 2,503,877 | $582,502 | 12/31/2023 |
VO | 2,503,877 | $582,502 | 12/31/2023 |
Envestnet Asset Management Inc. | 2,477,028 | $576,256 | 12/31/2023 |
VO | 2,477,028 | $576,256 | 12/31/2023 |
JPMorgan Chase & Co. | 2,433,404 | $566,107 | 12/31/2023 |
VO | 2,433,404 | $566,107 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 2,052,408 | $512,815 | 03/31/2024 |
VO | 2,052,408 | $512,815 | 03/31/2024 |
TIAA Trust National Association | 2,128,463 | $495,166 | 12/31/2023 |
VO | 2,128,463 | $495,166 | 12/31/2023 |
Bank of New York Mellon Corp | 1,586,724 | $396,459 | 03/31/2024 |
VO | 1,586,724 | $396,459 | 03/31/2024 |
Natixis Advisors L.P. | 1,470,988 | $367,541 | 03/31/2024 |
VO | 1,470,988 | $367,541 | 03/31/2024 |
Royal Bank of Canada | 1,466,609 | $341,193 | 12/31/2023 |
VO | 1,466,609 | $341,193 | 12/31/2023 |
Morningstar Investment Services LLC | 1,356,291 | $317,304 | 12/31/2023 |
VO | 1,356,291 | $317,304 | 12/31/2023 |
Allworth Financial LP | 1,174,247 | $293,397 | 03/31/2024 |
VO | 1,174,247 | $293,397 | 03/31/2024 |
Border to Coast Pensions Partnership Ltd | 1,159,887 | $289,591 | 03/31/2024 |
VO | 1,159,887 | $289,591 | 03/31/2024 |
JMG Financial Group Ltd. | 1,188,345 | $276,457 | 12/31/2023 |
VO | 1,188,345 | $276,457 | 12/31/2023 |
CIBC Private Wealth Group LLC | 1,173,303 | $272,957 | 12/31/2023 |
VO | 1,173,303 | $272,957 | 12/31/2023 |
Commonwealth Equity Services LLC | 1,167,519 | $271,612 | 12/31/2023 |
VO | 1,167,519 | $271,612 | 12/31/2023 |
Mariner LLC | 1,063,534 | $247,422 | 12/31/2023 |
VO | 1,063,534 | $247,422 | 12/31/2023 |
Financial Counselors Inc. | 768,394 | $178,759 | 12/31/2023 |
VO | 768,394 | $178,759 | 12/31/2023 |
Goldman Sachs Group Inc. | 746,351 | $173,631 | 12/31/2023 |
VO | 746,351 | $173,631 | 12/31/2023 |
HighTower Advisors LLC | 746,210 | $173,549 | 12/31/2023 |
VO | 746,210 | $173,549 | 12/31/2023 |
Advisor Group Holdings Inc. | 709,374 | $165,076 | 12/31/2023 |
VO | 709,374 | $165,076 | 12/31/2023 |
Charles Schwab Investment Management Inc. | 673,874 | $156,770 | 12/31/2023 |
VO | 673,874 | $156,770 | 12/31/2023 |
The Manufacturers Life Insurance Company | 609,855 | $141,875 | 12/31/2023 |
VO | 609,855 | $141,875 | 12/31/2023 |
Beacon Pointe Advisors LLC | 584,649 | $136,017 | 12/31/2023 |
VO | 584,649 | $136,017 | 12/31/2023 |
Nicholas Hoffman & Company LLC. | 540,989 | $135,172 | 03/31/2024 |
VO | 540,989 | $135,172 | 03/31/2024 |
Pathstone Holdings LLC | 573,324 | $132,881 | 12/31/2023 |
VO | 573,324 | $132,881 | 12/31/2023 |
Sontag Advisory LLC | 557,877 | $129,784 | 12/31/2023 |
VO | 557,877 | $129,784 | 12/31/2023 |
Stifel Financial Corp | 536,180 | $124,741 | 12/31/2023 |
VO | 536,180 | $124,741 | 12/31/2023 |
Truist Financial Corp | 530,889 | $123,506 | 12/31/2023 |
VO | 530,889 | $123,506 | 12/31/2023 |
Fifth Third Bancorp | 491,451 | $122,794 | 03/31/2024 |
VO | 491,451 | $122,794 | 03/31/2024 |
Cresset Asset Management LLC | 505,407 | $117,578 | 12/31/2023 |
VO | 505,407 | $117,578 | 12/31/2023 |
Massmutual Trust Co. FSB ADV | 468,001 | $116,935 | 03/31/2024 |
VO | 468,001 | $116,935 | 03/31/2024 |
1832 Asset Management L.P. | 498,939 | $116,073 | 12/31/2023 |
VO | 498,939 | $116,073 | 12/31/2023 |
Baird Financial Group Inc. | 498,025 | $115,861 | 12/31/2023 |
VO | 498,025 | $115,861 | 12/31/2023 |
Moneta Group Investment Advisors LLC | 477,350 | $111,051 | 12/31/2023 |
VO | 477,350 | $111,051 | 12/31/2023 |
Captrust Financial Advisors | 465,978 | $108,405 | 12/31/2023 |
VO | 465,978 | $108,405 | 12/31/2023 |
Bank of Montreal Can | 459,649 | $107,535 | 12/31/2023 |
VO | 459,649 | $107,535 | 12/31/2023 |
First Command Advisory Services Inc. | 449,847 | $104,652 | 12/31/2023 |
VO | 449,847 | $104,652 | 12/31/2023 |
CBIZ Investment Advisory Services LLC | 436,007 | $101,433 | 12/31/2023 |
VO | 436,007 | $101,433 | 12/31/2023 |
Cullen Frost Bankers Inc. | 416,954 | $97,000 | 12/31/2023 |
VO | 416,954 | $97,000 | 12/31/2023 |
Millburn Ridgefield Corp | 386,008 | $96,448 | 03/31/2024 |
VO | 386,008 | $96,448 | 03/31/2024 |
Catalyst Capital Advisors LLC | 386,008 | $96,448 | 03/31/2024 |
VO | 386,008 | $96,448 | 03/31/2024 |
Janney Montgomery Scott LLC | 389,362 | $90,581 | 12/31/2023 |
VO | 389,362 | $90,581 | 12/31/2023 |
Larson Financial Group LLC | 380,897 | $88,612 | 12/31/2023 |
VO | 380,897 | $88,612 | 12/31/2023 |
Simplicity Wealth LLC | 354,400 | $88,550 | 03/31/2024 |
VO | 354,400 | $88,550 | 03/31/2024 |
Mercer Global Advisors Inc. ADV | 376,446 | $87,576 | 12/31/2023 |
VO | 376,446 | $87,576 | 12/31/2023 |
Rockefeller Capital Management L.P. | 365,503 | $85,031 | 12/31/2023 |
VO | 365,503 | $85,031 | 12/31/2023 |
Wilbanks Smith & Thomas Asset Management LLC | 359,338 | $83,596 | 12/31/2023 |
VO | 359,338 | $83,596 | 12/31/2023 |
Financial Synergies Wealth Advisors Inc. | 329,509 | $82,331 | 03/31/2024 |
VO | 329,509 | $82,331 | 03/31/2024 |
Sawtooth Solutions LLC | 340,242 | $79,154 | 12/31/2023 |
VO | 340,242 | $79,154 | 12/31/2023 |
Bleakley Financial Group LLC | 337,696 | $78,562 | 12/31/2023 |
VO | 337,696 | $78,562 | 12/31/2023 |
MML Investors Services LLC | 337,332 | $78,477 | 12/31/2023 |
VO | 337,332 | $78,477 | 12/31/2023 |
Invictus Private Wealth LLC | 336,509 | $78,286 | 12/31/2023 |
VO | 336,509 | $78,286 | 12/31/2023 |
FMR LLC | 328,825 | $76,498 | 12/31/2023 |
VO | 328,825 | $76,498 | 12/31/2023 |
Joel Isaacson & Co. LLC | 324,663 | $75,530 | 12/31/2023 |
VO | 324,663 | $75,530 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 301,411 | $75,310 | 03/31/2024 |
VO | 301,411 | $75,310 | 03/31/2024 |
Chicago Partners Investment Group LLC | 310,439 | $74,161 | 03/31/2024 |
VO | 310,439 | $74,161 | 03/31/2024 |
Cetera Advisor Networks LLC | 316,123 | $73,543 | 12/31/2023 |
VO | 316,123 | $73,543 | 12/31/2023 |
Assetmark Inc. | 309,681 | $72,044 | 12/31/2023 |
VO | 309,681 | $72,044 | 12/31/2023 |
American Trust | 297,472 | $69,204 | 12/31/2023 |
VO | 297,472 | $69,204 | 12/31/2023 |
CENTRAL TRUST Co | 274,291 | $68,534 | 03/31/2024 |
VO | 274,291 | $68,534 | 03/31/2024 |
Smithfield Trust Co. | 284,441 | $66,100 | 12/31/2023 |
VO | 284,441 | $66,100 | 12/31/2023 |
Trustmark National Bank Trust Department | 281,437 | $65,474 | 12/31/2023 |
VO | 281,437 | $65,474 | 12/31/2023 |
Nadler Financial Group Inc. | 256,035 | $63,973 | 03/31/2024 |
VO | 256,035 | $63,973 | 03/31/2024 |
Thrivent Financial for Lutherans | 274,651 | $63,896 | 12/31/2023 |
VO | 274,651 | $63,896 | 12/31/2023 |
CI Private Wealth LLC | 270,884 | $63,019 | 12/31/2023 |
VO | 270,884 | $63,019 | 12/31/2023 |
Oppenheimer Asset Management Inc. | 268,028 | $62,354 | 12/31/2023 |
VO | 268,028 | $62,354 | 12/31/2023 |
Clearstead Advisors LLC | 267,808 | $62,303 | 12/31/2023 |
VO | 267,808 | $62,303 | 12/31/2023 |
Coldstream Capital Management Inc. | 256,473 | $59,666 | 12/31/2023 |
VO | 256,473 | $59,666 | 12/31/2023 |
WoodTrust Financial Corp | $57,831 | 03/31/2024 | |
OTHER | 291,543 | $57,831 | 03/31/2024 |
Cetera Advisors LLC | 246,246 | $57,287 | 12/31/2023 |
VO | 246,246 | $57,287 | 12/31/2023 |
Capital Asset Advisory Services LLC | 230,779 | $56,748 | 03/31/2024 |
VO | 230,779 | $56,748 | 03/31/2024 |
Pittenger & Anderson Inc. | 241,118 | $56,094 | 12/31/2023 |
VO | 241,118 | $56,094 | 12/31/2023 |
Northwest Quadrant Wealth Management LLC | 223,572 | $55,862 | 03/31/2024 |
VO | 223,572 | $55,862 | 03/31/2024 |
Axxcess Wealth Management LLC | 239,758 | $55,777 | 12/31/2023 |
VO | 239,758 | $55,777 | 12/31/2023 |
Equitable Holdings Inc. | 237,553 | $55,264 | 12/31/2023 |
VO | 237,553 | $55,264 | 12/31/2023 |
GWM Advisors LLC | 235,796 | $54,528 | 12/31/2023 |
VO | 235,796 | $54,528 | 12/31/2023 |
Private Advisor Group LLC | 228,667 | $53,197 | 12/31/2023 |
VO | 228,667 | $53,197 | 12/31/2023 |
Kestra Advisory Services LLC | 208,514 | $48,509 | 12/31/2023 |
VO | 208,514 | $48,509 | 12/31/2023 |
Peapack Gladstone Financial Corp | 208,383 | $48,478 | 12/31/2023 |
VO | 208,383 | $48,478 | 12/31/2023 |
Connecticut Wealth Management LLC | 205,545 | $47,818 | 12/31/2023 |
VO | 205,545 | $47,818 | 12/31/2023 |
Comerica Bank | 200,524 | $46,650 | 12/31/2023 |
VO | 200,524 | $46,650 | 12/31/2023 |
GenTrust LLC | 183,074 | $45,743 | 03/31/2024 |
VO | 183,074 | $45,743 | 03/31/2024 |
US Bancorp DE | 195,986 | $45,595 | 12/31/2023 |
VO | 195,986 | $45,595 | 12/31/2023 |
McIlrath & Eck LLC | 190,674 | $44,358 | 12/31/2023 |
VO | 190,674 | $44,358 | 12/31/2023 |
SilverOak Wealth Management LLC | 187,839 | $43,699 | 12/31/2023 |
VO | 187,839 | $43,699 | 12/31/2023 |
Country Trust Bank | 174,380 | $43,571 | 03/31/2024 |
VO | 174,380 | $43,571 | 03/31/2024 |
Venture Visionary Partners LLC | 184,432 | $42,906 | 12/31/2023 |
VO | 184,432 | $42,906 | 12/31/2023 |
Arkansas Financial Group Inc. | 171,146 | $42,763 | 03/31/2024 |
VO | 171,146 | $42,763 | 03/31/2024 |
Fulcrum Capital LLC | 167,249 | $41,789 | 03/31/2024 |
VO | 167,249 | $41,789 | 03/31/2024 |
BOK Financial Private Wealth Inc. | 179,006 | $41,644 | 12/31/2023 |
VO | 179,006 | $41,644 | 12/31/2023 |
New York Life Investment Management LLC | 175,705 | $40,876 | 12/31/2023 |
VO | 175,705 | $40,876 | 12/31/2023 |
Leavell Investment Management Inc. | 162,700 | $40,652 | 03/31/2024 |
VO | 162,700 | $40,652 | 03/31/2024 |
Perkins Coie Trust Co | 162,229 | $40,534 | 03/31/2024 |
VO | 162,229 | $40,534 | 03/31/2024 |
Trust Co. of Virginia VA | 161,900 | $40,452 | 03/31/2024 |
VO | 161,900 | $40,452 | 03/31/2024 |
Bessemer Group Inc. | 169,184 | $39,359 | 12/31/2023 |
VO | 169,184 | $39,359 | 12/31/2023 |
New Hampshire Trust | 153,413 | $38,332 | 03/31/2024 |
VO | 153,413 | $38,332 | 03/31/2024 |
Schneider Downs Wealth Management Advisors LP | 161,000 | $37,455 | 12/31/2023 |
VO | 161,000 | $37,455 | 12/31/2023 |
NewEdge Wealth LLC | 160,868 | $37,424 | 12/31/2023 |
VO | 160,868 | $37,424 | 12/31/2023 |
Riverpoint Wealth Management Holdings LLC | 157,742 | $36,697 | 12/31/2023 |
VO | 157,742 | $36,697 | 12/31/2023 |
Stephens Consulting LLC | 143,815 | $35,934 | 03/31/2024 |
VO | 143,815 | $35,934 | 03/31/2024 |
Susquehanna International Group LLP | $35,868 | 12/31/2023 | |
Call | 89,600 | $20,845 | 12/31/2023 |
VO | 87,474 | $20,350 | 12/31/2023 |
Put | 22,900 | $5,327 | 12/31/2023 |
Heartwood Wealth Advisors LLC | 137,623 | $34,386 | 03/31/2024 |
VO | 137,623 | $34,386 | 03/31/2024 |
CX Institutional | 137,426 | $34,337 | 03/31/2024 |
VO | 137,426 | $34,337 | 03/31/2024 |
Regions Financial Corp | 136,532 | $34,114 | 03/31/2024 |
VO | 136,532 | $34,114 | 03/31/2024 |
Bear Mountain Capital Inc. | 144,216 | $33,943 | 03/31/2024 |
VO | 144,216 | $33,943 | 03/31/2024 |
Arrow Financial Corp | 137,099 | $31,895 | 12/31/2023 |
VO | 137,099 | $31,895 | 12/31/2023 |
AE Wealth Management LLC | 137,620 | $31,749 | 12/31/2023 |
VO | 137,620 | $31,749 | 12/31/2023 |
TL Private Wealth | 124,578 | $30,819 | 03/31/2024 |
VO | 124,578 | $30,819 | 03/31/2024 |
Ellevest Inc. | 131,802 | $30,663 | 12/31/2023 |
VO | 131,802 | $30,663 | 12/31/2023 |
BLB&B Advisors LLC | 121,957 | $30,472 | 03/31/2024 |
VO | 121,957 | $30,472 | 03/31/2024 |
Ballast Inc. | 130,421 | $30,341 | 12/31/2023 |
VO | 130,421 | $30,341 | 12/31/2023 |
Conrad Siegel Investment Advisors Inc. | 121,365 | $30,324 | 03/31/2024 |
VO | 121,365 | $30,324 | 03/31/2024 |
Wealth Enhancement Advisory Services LLC | 119,258 | $29,798 | 03/31/2024 |
VO | 119,258 | $29,798 | 03/31/2024 |
Marquette Asset Management LLC | 126,477 | $29,424 | 12/31/2023 |
VO | 126,477 | $29,424 | 12/31/2023 |
Fidato Wealth LLC | 117,540 | $29,369 | 03/31/2024 |
VO | 117,540 | $29,369 | 03/31/2024 |
AGF Management Ltd. | 123,445 | $28,718 | 12/31/2023 |
VO | 123,445 | $28,718 | 12/31/2023 |
Glenmede Trust Co. NA | 118,617 | $27,595 | 12/31/2023 |
VO | 118,617 | $27,595 | 12/31/2023 |
Bouchey Financial Group Ltd | 110,414 | $27,588 | 03/31/2024 |
VO | 110,414 | $27,588 | 03/31/2024 |
Phillips Financial Management LLC | 110,073 | $27,503 | 03/31/2024 |
VO | 110,073 | $27,503 | 03/31/2024 |
BCK Partners Inc. | 118,003 | $27,452 | 12/31/2023 |
VO | 118,003 | $27,452 | 12/31/2023 |
Associated Banc Corp | 116,991 | $27,217 | 12/31/2023 |
VO | 116,991 | $27,217 | 12/31/2023 |
Dechtman Wealth Management LLC | 105,305 | $26,311 | 03/31/2024 |
VO | 105,305 | $26,311 | 03/31/2024 |
Atria Wealth Solutions Inc. | 113,035 | $26,297 | 12/31/2023 |
VO | 113,035 | $26,297 | 12/31/2023 |
SP Asset Management LLC | 112,993 | $26,287 | 12/31/2023 |
VO | 112,993 | $26,287 | 12/31/2023 |
SRS Capital Advisors Inc. | 112,595 | $26,194 | 12/31/2023 |
VO | 112,595 | $26,194 | 12/31/2023 |
Cetera Investment Advisers | 111,505 | $25,941 | 12/31/2023 |
VO | 111,505 | $25,941 | 12/31/2023 |
Ashton Thomas Private Wealth LLC | 103,605 | $25,887 | 03/31/2024 |
VO | 103,605 | $25,887 | 03/31/2024 |
Cranbrook Wealth Management LLC | 102,996 | $25,735 | 03/31/2024 |
VO | 102,996 | $25,735 | 03/31/2024 |
Blankinship & Foster LLC | 109,993 | $25,589 | 12/31/2023 |
VO | 109,993 | $25,589 | 12/31/2023 |
First Manhattan Co. | 109,819 | $25,549 | 12/31/2023 |
VO | 109,819 | $25,549 | 12/31/2023 |
Cutler Investment Counsel LLC | 105,509 | $24,546 | 12/31/2023 |
VO | 105,509 | $24,546 | 12/31/2023 |
Wealthquest Corp | 105,488 | $24,541 | 12/31/2023 |
VO | 105,488 | $24,541 | 12/31/2023 |
David Loasby | 106,555 | $24,307 | 12/31/2023 |
VO | 106,555 | $24,307 | 12/31/2023 |
ST Germain D J Co. Inc. | 97,260 | $24,301 | 03/31/2024 |
VO | 97,260 | $24,301 | 03/31/2024 |
Consilio Wealth Advisors LLC | 95,732 | $23,919 | 03/31/2024 |
VO | 95,732 | $23,919 | 03/31/2024 |
HB Wealth Management LLC | 102,752 | $23,904 | 12/31/2023 |
VO | 102,752 | $23,904 | 12/31/2023 |
Whittier Trust Co. | 102,683 | $23,888 | 12/31/2023 |
VO | 102,683 | $23,888 | 12/31/2023 |
Avantax Advisory Services Inc. | 102,652 | $23,881 | 12/31/2023 |
VO | 102,652 | $23,881 | 12/31/2023 |
Pure Financial Advisors Inc. | 95,122 | $23,767 | 03/31/2024 |
VO | 95,122 | $23,767 | 03/31/2024 |
DT Investment Partners LLC | 100,240 | $23,294 | 12/31/2023 |
VO | 100,240 | $23,294 | 12/31/2023 |
Wolff Financial Management LLC | 92,942 | $23,223 | 03/31/2024 |
VO | 92,942 | $23,223 | 03/31/2024 |
AMG National Trust Bank | 99,417 | $23,128 | 12/31/2023 |
VO | 99,417 | $23,128 | 12/31/2023 |
Searcy Financial Services Inc. ADV | 92,479 | $23,107 | 03/31/2024 |
VO | 92,479 | $23,107 | 03/31/2024 |
Axiom Financial Strategies LLC | 99,297 | $23,100 | 12/31/2023 |
VO | 99,297 | $23,100 | 12/31/2023 |
Proequities Inc. | 99,119 | $23,059 | 12/31/2023 |
VO | 99,119 | $23,059 | 12/31/2023 |
Lwmg LLC | 98,602 | $22,939 | 12/31/2023 |
VO | 98,602 | $22,939 | 12/31/2023 |
SOL Capital Management CO | 89,680 | $22,407 | 03/31/2024 |
VO | 89,680 | $22,407 | 03/31/2024 |
KFA Private Wealth Group LLC | 95,803 | $22,288 | 12/31/2023 |
VO | 95,803 | $22,288 | 12/31/2023 |
ProVise Management Group LLC | 95,583 | $22,236 | 12/31/2023 |
VO | 95,583 | $22,236 | 12/31/2023 |
Round Rock Advisors LLC | 88,700 | $22,163 | 03/31/2024 |
VO | 88,700 | $22,163 | 03/31/2024 |
Woodmont Investment Counsel LLC | 88,138 | $22,022 | 03/31/2024 |
VO | 88,138 | $22,022 | 03/31/2024 |
Performa Ltd US LLC | 93,843 | $21,832 | 12/31/2023 |
VO | 93,843 | $21,832 | 12/31/2023 |
Wesbanco Bank Inc. | 86,423 | $21,594 | 03/31/2024 |
VO | 86,423 | $21,594 | 03/31/2024 |
Empower Advisory Group LLC | 92,684 | $21,562 | 12/31/2023 |
VO | 92,684 | $21,562 | 12/31/2023 |
Full Sail Capital LLC | 92,040 | $21,412 | 12/31/2023 |
VO | 92,040 | $21,412 | 12/31/2023 |
DiMeo Schneider & Associates L.L.C. | 90,773 | $21,118 | 12/31/2023 |
VO | 90,773 | $21,118 | 12/31/2023 |
Brown Advisory Inc. | 83,994 | $20,987 | 03/31/2024 |
VO | 83,994 | $20,987 | 03/31/2024 |
Northern Trust Corp | 90,050 | $20,949 | 12/31/2023 |
VO | 90,050 | $20,949 | 12/31/2023 |
American Financial Advisors LLC | 83,427 | $20,845 | 03/31/2024 |
VO | 83,427 | $20,845 | 03/31/2024 |
Blair William & Co. IL | 89,326 | $20,781 | 12/31/2023 |
VO | 89,326 | $20,781 | 12/31/2023 |
Mesirow Financial Investment Management Inc. | 82,894 | $20,713 | 03/31/2024 |
VO | 82,894 | $20,713 | 03/31/2024 |
FIDELIS iM LLC | 82,561 | $20,628 | 03/31/2024 |
VO | 82,561 | $20,628 | 03/31/2024 |
Raymond James Trust N.A. | 82,088 | $20,511 | 03/31/2024 |
VO | 82,088 | $20,511 | 03/31/2024 |
Simmons Bank | 86,155 | $20,043 | 12/31/2023 |
VO | 86,155 | $20,043 | 12/31/2023 |
Whittier Trust Co. of Nevada Inc. | 85,494 | $19,889 | 12/31/2023 |
VO | 85,494 | $19,889 | 12/31/2023 |
Lincoln National Corp | 85,025 | $19,780 | 12/31/2023 |
VO | 85,025 | $19,780 | 12/31/2023 |
Wooster Corthell Wealth Management Inc. | 84,797 | $19,727 | 12/31/2023 |
VO | 84,797 | $19,727 | 12/31/2023 |
Condor Capital Management | 84,508 | $19,660 | 12/31/2023 |
VO | 84,508 | $19,660 | 12/31/2023 |
Pathway Financial Advisors LLC | 78,413 | $19,592 | 03/31/2024 |
VO | 78,413 | $19,592 | 03/31/2024 |
Glenview Trust Co | 81,693 | $19,005 | 12/31/2023 |
VO | 81,693 | $19,005 | 12/31/2023 |
Horizon Investments LLC | 80,613 | $18,754 | 12/31/2023 |
VO | 80,613 | $18,754 | 12/31/2023 |
Founders Financial Securities LLC | 74,464 | $18,606 | 03/31/2024 |
VO | 74,464 | $18,606 | 03/31/2024 |
Envestnet Portfolio Solutions Inc. | 78,292 | $18,214 | 12/31/2023 |
VO | 78,292 | $18,214 | 12/31/2023 |
Stephens Inc. AR | 77,778 | $18,094 | 12/31/2023 |
VO | 77,778 | $18,094 | 12/31/2023 |
Integrated Wealth Concepts LLC | 77,603 | $18,053 | 12/31/2023 |
VO | 77,603 | $18,053 | 12/31/2023 |
Berkshire Asset Management LLC PA | 75,700 | $17,611 | 12/31/2023 |
VO | 75,700 | $17,611 | 12/31/2023 |
First Horizon Advisors Inc. | 69,882 | $17,461 | 03/31/2024 |
VO | 69,882 | $17,461 | 03/31/2024 |
Marietta Wealth Management LLC | 69,753 | $17,428 | 03/31/2024 |
VO | 69,753 | $17,428 | 03/31/2024 |
Praetorian Wealth Management Inc. | 69,657 | $17,404 | 03/31/2024 |
VO | 69,657 | $17,404 | 03/31/2024 |
Kellett Schaffner Wealth Advisors LLC | 68,579 | $17,135 | 03/31/2024 |
VO | 68,579 | $17,135 | 03/31/2024 |
Salem Investment Counselors Inc. | 68,232 | $17,048 | 03/31/2024 |
VO | 68,232 | $17,048 | 03/31/2024 |
Exencial Wealth Advisors LLC | 73,071 | $16,999 | 12/31/2023 |
VO | 73,071 | $16,999 | 12/31/2023 |
AJ Advisors LLC | 66,223 | $16,547 | 03/31/2024 |
VO | 66,223 | $16,547 | 03/31/2024 |
Taylor Cottrill Erickson & Associates Inc. | 70,465 | $16,393 | 12/31/2023 |
VO | 70,465 | $16,393 | 12/31/2023 |
Von Berge Wealth Management Group LLC | 65,508 | $16,368 | 03/31/2024 |
VO | 65,508 | $16,368 | 03/31/2024 |
Pine Ridge Advisers LLC | 70,249 | $16,343 | 12/31/2023 |
VO | 70,249 | $16,343 | 12/31/2023 |
Pinnacle Financial Partners Inc. | 69,995 | $16,284 | 12/31/2023 |
VO | 69,995 | $16,284 | 12/31/2023 |
Empowered Funds LLC | 69,626 | $16,198 | 12/31/2023 |
VO | 69,626 | $16,198 | 12/31/2023 |
Heritage Investors Management Corp | 69,477 | $16,163 | 12/31/2023 |
VO | 69,477 | $16,163 | 12/31/2023 |
Ballentine Partners LLC | 63,958 | $15,981 | 03/31/2024 |
VO | 63,958 | $15,981 | 03/31/2024 |
Sage Rhino Capital LLC | 63,941 | $15,976 | 03/31/2024 |
VO | 63,941 | $15,976 | 03/31/2024 |
Northeast Investment Management | 67,872 | $15,790 | 12/31/2023 |
VO | 67,872 | $15,790 | 12/31/2023 |
Single Point Partners LLC | 63,041 | $15,752 | 03/31/2024 |
VO | 63,041 | $15,752 | 03/31/2024 |
Twele Capital Management Inc. | 62,857 | $15,705 | 03/31/2024 |
VO | 62,857 | $15,705 | 03/31/2024 |
Patriot Investment Management Inc. | 62,242 | $15,552 | 03/31/2024 |
VO | 62,242 | $15,552 | 03/31/2024 |
BOKF NA | 66,632 | $15,501 | 12/31/2023 |
VO | 66,632 | $15,501 | 12/31/2023 |
GDS Wealth Management | 61,852 | $15,454 | 03/31/2024 |
VO | 61,852 | $15,454 | 03/31/2024 |
Veracity Capital LLC | 61,820 | $15,446 | 03/31/2024 |
VO | 61,820 | $15,446 | 03/31/2024 |
Tarbox Family Office Inc. | 61,765 | $15,433 | 03/31/2024 |
VO | 61,765 | $15,433 | 03/31/2024 |
Prio Wealth Limited Partnership | 64,928 | $15,105 | 12/31/2023 |
VO | 64,928 | $15,105 | 12/31/2023 |
Advisory Services & Investments LLC | 60,213 | $15,045 | 03/31/2024 |
VO | 60,213 | $15,045 | 03/31/2024 |
Lido Advisors LLC | 63,629 | $14,803 | 12/31/2023 |
VO | 63,629 | $14,803 | 12/31/2023 |
Nations Financial Group Inc. IA ADV | 58,911 | $14,720 | 03/31/2024 |
VO | 58,911 | $14,720 | 03/31/2024 |
Northstar Asset Management LLC | 58,499 | $14,617 | 03/31/2024 |
VO | 58,499 | $14,617 | 03/31/2024 |
Trust Co of the South | 58,449 | $14,604 | 03/31/2024 |
VO | 58,449 | $14,604 | 03/31/2024 |
Parallel Advisors LLC | 62,655 | $14,576 | 12/31/2023 |
VO | 62,655 | $14,576 | 12/31/2023 |
Tectonic Advisors LLC | 62,594 | $14,562 | 12/31/2023 |
VO | 62,594 | $14,562 | 12/31/2023 |
Advantage Trust Co | 62,365 | $14,509 | 12/31/2023 |
VO | 62,365 | $14,509 | 12/31/2023 |
MAI Capital Management | 61,937 | $14,409 | 12/31/2023 |
VO | 61,937 | $14,409 | 12/31/2023 |
Meridian Management Co. | 61,409 | $14,394 | 12/31/2023 |
VO | 61,409 | $14,394 | 12/31/2023 |
Baltimore Washington Financial Advisors Inc. | 61,775 | $14,371 | 12/31/2023 |
VO | 61,775 | $14,371 | 12/31/2023 |
Sierra Capital LLC | 61,656 | $14,344 | 12/31/2023 |
VO | 61,656 | $14,344 | 12/31/2023 |
Montag A & Associates Inc. | 61,540 | $14,317 | 12/31/2023 |
VO | 61,540 | $14,317 | 12/31/2023 |
Crane Advisory LLC | 58,406 | $14,238 | 03/31/2024 |
VO | 58,406 | $14,238 | 03/31/2024 |
Staley Capital Advisers Inc. | 60,737 | $14,130 | 12/31/2023 |
VO | 60,737 | $14,130 | 12/31/2023 |
BancorpSouth Bank | 60,431 | $14,059 | 12/31/2023 |
VO | 60,431 | $14,059 | 12/31/2023 |
Annapolis Financial Services LLC | 56,001 | $13,992 | 03/31/2024 |
VO | 56,001 | $13,992 | 03/31/2024 |
Intrust Bank NA | 59,478 | $13,837 | 12/31/2023 |
VO | 59,478 | $13,837 | 12/31/2023 |
Johnson Bixby & Associates LLC | 55,000 | $13,742 | 03/31/2024 |
VO | 55,000 | $13,742 | 03/31/2024 |
Retirement Financial Solutions LLC | 58,562 | $13,624 | 12/31/2023 |
VO | 58,562 | $13,624 | 12/31/2023 |
Marshall Financial Group Inc. ADV | 57,695 | $13,422 | 12/31/2023 |
VO | 57,695 | $13,422 | 12/31/2023 |
Abbrea Capital LLC | 57,498 | $13,376 | 12/31/2023 |
VO | 57,498 | $13,376 | 12/31/2023 |
STA Wealth Management LLC | 57,325 | $13,336 | 12/31/2023 |
VO | 57,325 | $13,336 | 12/31/2023 |
Huntington National Bank | 57,286 | $13,327 | 12/31/2023 |
VO | 57,286 | $13,327 | 12/31/2023 |
Riverview Capital Advisers LLC | 57,266 | $13,322 | 12/31/2023 |
VO | 57,266 | $13,322 | 12/31/2023 |
Fee Only Financial Planning L.C. | 53,298 | $13,317 | 03/31/2024 |
VO | 53,298 | $13,317 | 03/31/2024 |
Exchange Traded Concepts LLC | 53,286 | $13,314 | 03/31/2024 |
VO | 53,286 | $13,314 | 03/31/2024 |
Benjamin F. Edwards & Company Inc. | 56,681 | $13,187 | 12/31/2023 |
VO | 56,681 | $13,187 | 12/31/2023 |
TrueWealth Financial Partners | 56,348 | $13,109 | 12/31/2023 |
VO | 56,348 | $13,109 | 12/31/2023 |
Oppenheimer & Co. Inc. | 56,326 | $13,104 | 12/31/2023 |
VO | 56,326 | $13,104 | 12/31/2023 |
Towneley Capital Management Inc DE | 52,368 | $13,085 | 03/31/2024 |
VO | 52,368 | $13,085 | 03/31/2024 |
Shufro Rose & Co. LLC | 56,186 | $13,071 | 12/31/2023 |
VO | 56,186 | $13,071 | 12/31/2023 |
Zhang Financial LLC | 52,237 | $13,052 | 03/31/2024 |
VO | 52,237 | $13,052 | 03/31/2024 |
D.A. Davidson & CO. | 54,842 | $12,758 | 12/31/2023 |
VO | 54,842 | $12,758 | 12/31/2023 |
Frisch Financial Group Inc. | 54,822 | $12,754 | 12/31/2023 |
VO | 54,822 | $12,754 | 12/31/2023 |
BKD Wealth Advisors LLC | 50,656 | $12,657 | 03/31/2024 |
VO | 50,656 | $12,657 | 03/31/2024 |
Legend Financial Advisors Inc. | 50,494 | $12,616 | 03/31/2024 |
VO | 50,494 | $12,616 | 03/31/2024 |
Investments & Financial Planning LLC | 53,368 | $12,416 | 12/31/2023 |
VO | 53,368 | $12,416 | 12/31/2023 |
Roof Eidam & Maycock ADV | 53,216 | $12,380 | 12/31/2023 |
VO | 53,216 | $12,380 | 12/31/2023 |
Ameritas Advisory Services LLC | 52,845 | $12,319 | 12/31/2023 |
VO | 52,845 | $12,319 | 12/31/2023 |
Principal Securities Inc. | 52,617 | $12,241 | 12/31/2023 |
VO | 52,617 | $12,241 | 12/31/2023 |
Great Valley Advisor Group Inc. | 52,453 | $12,202 | 12/31/2023 |
VO | 52,453 | $12,202 | 12/31/2023 |
TD Waterhouse Canada Inc. | 53,266 | $12,190 | 12/31/2023 |
VO | 53,266 | $12,190 | 12/31/2023 |
Hillman Co. | 48,319 | $12,073 | 03/31/2024 |
VO | 48,319 | $12,073 | 03/31/2024 |
Whelan Financial | 48,208 | $12,045 | 03/31/2024 |
VO | 48,208 | $12,045 | 03/31/2024 |
jvl associates llc | 48,183 | $12,039 | 03/31/2024 |
VO | 48,183 | $12,039 | 03/31/2024 |
Stratos Wealth Partners LTD. | 48,167 | $12,035 | 03/31/2024 |
VO | 48,167 | $12,035 | 03/31/2024 |
Gemmer Asset Management LLC | 47,818 | $11,948 | 03/31/2024 |
VO | 47,818 | $11,948 | 03/31/2024 |
Iron Horse Wealth Management LLC | 47,697 | $11,918 | 03/31/2024 |
VO | 47,697 | $11,918 | 03/31/2024 |
Geller Advisors LLC | 51,136 | $11,896 | 12/31/2023 |
VO | 51,136 | $11,896 | 12/31/2023 |
Brand Asset Management Group Inc. | 51,053 | $11,877 | 12/31/2023 |
VO | 51,053 | $11,877 | 12/31/2023 |
CoreCap Advisors LLC | 51,016 | $11,868 | 12/31/2023 |
VO | 51,016 | $11,868 | 12/31/2023 |
Grey Fox Wealth Advisors LLC | 47,441 | $11,854 | 03/31/2024 |
VO | 47,441 | $11,854 | 03/31/2024 |
DORVAL Corp | 49,128 | $11,818 | 03/31/2024 |
VO | 49,128 | $11,818 | 03/31/2024 |
Kiely Wealth Advisory Group Inc. | 50,776 | $11,761 | 12/31/2023 |
VO | 50,776 | $11,761 | 12/31/2023 |
Alliancebernstein L.P. | 50,512 | $11,751 | 12/31/2023 |
VO | 50,512 | $11,751 | 12/31/2023 |
Jackson Grant Investment Advisers Inc. | 50,467 | $11,741 | 12/31/2023 |
VO | 50,467 | $11,741 | 12/31/2023 |
First National Corp MA ADV | 50,460 | $11,739 | 03/31/2024 |
VO | 50,460 | $11,739 | 03/31/2024 |
Core Wealth Advisors Inc. | 50,375 | $11,719 | 12/31/2023 |
VO | 50,375 | $11,719 | 12/31/2023 |
Oak Harbor Wealth Partners LLC | 46,496 | $11,617 | 03/31/2024 |
VO | 46,496 | $11,617 | 03/31/2024 |
Capital Planning LLC | 46,200 | $11,544 | 03/31/2024 |
VO | 46,200 | $11,544 | 03/31/2024 |
Carnegie Capital Asset Management LLC | 49,622 | $11,544 | 12/31/2023 |
VO | 49,622 | $11,544 | 12/31/2023 |
Noble Family Wealth LLC | 46,084 | $11,515 | 03/31/2024 |
VO | 46,084 | $11,515 | 03/31/2024 |
Horizons Wealth Management | 49,440 | $11,502 | 03/31/2024 |
VO | 49,440 | $11,502 | 03/31/2024 |
Lbmc Investment Advisors LLC | 45,689 | $11,416 | 03/31/2024 |
VO | 45,689 | $11,416 | 03/31/2024 |
Ruggaard & Associates LLC | 48,693 | $11,328 | 12/31/2023 |
VO | 48,693 | $11,328 | 12/31/2023 |
Dynamic Advisor Solutions LLC | 45,221 | $11,299 | 03/31/2024 |
VO | 45,221 | $11,299 | 03/31/2024 |
US Financial Advisors LLC | 48,255 | $11,226 | 12/31/2023 |
VO | 48,255 | $11,226 | 12/31/2023 |
Anderson Hoagland & Co. | 46,023 | $11,216 | 03/31/2024 |
VO | 46,023 | $11,216 | 03/31/2024 |
Bank of New Hampshire | 44,372 | $11,087 | 03/31/2024 |
VO | 44,372 | $11,087 | 03/31/2024 |
TriaGen Wealth Management LLC | 44,129 | $11,026 | 03/31/2024 |
VO | 44,129 | $11,026 | 03/31/2024 |
KMG Fiduciary Partners LLC | 43,905 | $10,970 | 03/31/2024 |
VO | 43,905 | $10,970 | 03/31/2024 |
McNaughton Wealth Management LLC | 43,799 | $10,944 | 03/31/2024 |
VO | 43,799 | $10,944 | 03/31/2024 |
Manchester Capital Management LLC | 46,922 | $10,916 | 12/31/2023 |
VO | 46,922 | $10,916 | 12/31/2023 |
Lowe Brockenbrough & Co. Inc. | 46,644 | $10,851 | 12/31/2023 |
VO | 46,644 | $10,851 | 12/31/2023 |
TruWealth Advisors LLC | 43,265 | $10,810 | 03/31/2024 |
VO | 43,265 | $10,810 | 03/31/2024 |
Capital Investment Advisory Services LLC | 43,076 | $10,763 | 03/31/2024 |
VO | 43,076 | $10,763 | 03/31/2024 |
Sandy Cove Advisors LLC | 42,960 | $10,734 | 03/31/2024 |
VO | 42,960 | $10,734 | 03/31/2024 |
Pinnacle Associates Ltd. | 42,923 | $10,725 | 03/31/2024 |
VO | 42,923 | $10,725 | 03/31/2024 |
Red Wave Investments LLC | 46,047 | $10,712 | 12/31/2023 |
VO | 46,047 | $10,712 | 12/31/2023 |
Horizon Family Wealth Inc. | 45,888 | $10,675 | 12/31/2023 |
VO | 45,888 | $10,675 | 12/31/2023 |
Wealthcare Advisory Partners LLC | 42,099 | $10,519 | 03/31/2024 |
VO | 42,099 | $10,519 | 03/31/2024 |
Archetype Wealth Partners LLC | 45,196 | $10,514 | 12/31/2023 |
VO | 45,196 | $10,514 | 12/31/2023 |
Punch & Associates Investment Management Inc. | $10,479 | 12/31/2023 | |
Call | 45 | $10,469 | 12/31/2023 |
VO | 45 | $10 | 12/31/2023 |
Summit Financial LLC | 41,931 | $10,477 | 03/31/2024 |
VO | 41,931 | $10,477 | 03/31/2024 |
Sebold Capital Management Inc. | 41,785 | $10,440 | 03/31/2024 |
VO | 41,785 | $10,440 | 03/31/2024 |
Avion Wealth | 43,751 | $10,178 | 12/31/2023 |
VO | 43,751 | $10,178 | 12/31/2023 |
Platte River Wealth Advisors LLC | 40,322 | $10,075 | 03/31/2024 |
VO | 40,322 | $10,075 | 03/31/2024 |
Ameraudi Asset Management Inc. | 42,994 | $10,002 | 12/31/2023 |
VO | 42,994 | $10,002 | 12/31/2023 |
Principal Financial Group Inc. | 42,815 | $9,960 | 12/31/2023 |
VO | 42,815 | $9,960 | 12/31/2023 |
CAPROCK Group Inc. | 42,711 | $9,936 | 12/31/2023 |
VO | 42,711 | $9,936 | 12/31/2023 |
Mitchell Mcleod Pugh & Williams Inc. | 42,710 | $9,936 | 12/31/2023 |
VO | 42,710 | $9,936 | 12/31/2023 |
Greytown Advisors Inc. | 42,117 | $9,798 | 12/31/2023 |
VO | 42,117 | $9,798 | 12/31/2023 |
David Kennon Inc | 42,037 | $9,779 | 12/31/2023 |
VO | 42,037 | $9,779 | 12/31/2023 |
JNB Advisors LLC | 41,987 | $9,768 | 12/31/2023 |
VO | 41,987 | $9,768 | 12/31/2023 |
Arkadios Wealth Advisors | 41,913 | $9,751 | 12/31/2023 |
VO | 41,913 | $9,751 | 12/31/2023 |
Berkeley Capital Partners LLC | 41,713 | $9,704 | 12/31/2023 |
VO | 41,713 | $9,704 | 12/31/2023 |
Ironsides Asset Advisors LLC | 41,004 | $9,539 | 12/31/2023 |
VO | 41,004 | $9,539 | 12/31/2023 |
Citadel Advisors LLC | $9,435 | 12/31/2023 | |
Call | 30,000 | $6,979 | 12/31/2023 |
VO | 14,560 | $3,387 | 12/31/2023 |
Put | 4,000 | $931 | 12/31/2023 |
Rossmore Private Capital | 40,283 | $9,395 | 12/31/2023 |
VO | 40,283 | $9,395 | 12/31/2023 |
Fidelis Capital Partners LLC | 40,230 | $9,359 | 12/31/2023 |
VO | 40,230 | $9,359 | 12/31/2023 |
Custos Family Office LLC | 40,035 | $9,314 | 12/31/2023 |
VO | 40,035 | $9,314 | 12/31/2023 |
SWP Financial LLC | 39,763 | $9,250 | 12/31/2023 |
VO | 39,763 | $9,250 | 12/31/2023 |
Legacy Capital Wealth Partners LLC | 39,255 | $9,132 | 12/31/2023 |
VO | 39,255 | $9,132 | 12/31/2023 |
Ancora Advisors LLC | 39,027 | $9,079 | 12/31/2023 |
VO | 39,027 | $9,079 | 12/31/2023 |
Per Stirling Capital Management LLC. | 38,572 | $8,974 | 12/31/2023 |
VO | 38,572 | $8,974 | 12/31/2023 |
Aspire Capital Advisors LLC | 38,562 | $8,971 | 12/31/2023 |
VO | 38,562 | $8,971 | 12/31/2023 |
National Asset Management Inc. | 38,503 | $8,957 | 12/31/2023 |
VO | 38,503 | $8,957 | 12/31/2023 |
4Thought Financial Group Inc. | 35,845 | $8,956 | 03/31/2024 |
VO | 35,845 | $8,956 | 03/31/2024 |
Scott Capital Advisors LLC | 35,907 | $8,883 | 03/31/2024 |
VO | 35,907 | $8,883 | 03/31/2024 |
J.W. Cole Advisors Inc. | 38,143 | $8,874 | 12/31/2023 |
VO | 38,143 | $8,874 | 12/31/2023 |
Acropolis Investment Management LLC | 35,489 | $8,867 | 03/31/2024 |
VO | 35,489 | $8,867 | 03/31/2024 |
Hoylecohen LLC | 38,117 | $8,867 | 12/31/2023 |
VO | 38,117 | $8,867 | 12/31/2023 |
Aries Wealth Management | 37,956 | $8,830 | 12/31/2023 |
VO | 37,956 | $8,830 | 12/31/2023 |
RSM US Wealth Management LLC | 37,637 | $8,756 | 12/31/2023 |
VO | 37,637 | $8,756 | 12/31/2023 |
Asset Management Group Inc. | 37,599 | $8,747 | 12/31/2023 |
VO | 37,599 | $8,747 | 12/31/2023 |
Hall Capital Management Co. Inc. | 37,528 | $8,731 | 12/31/2023 |
VO | 37,528 | $8,731 | 12/31/2023 |
WNY Asset Management LLC | 37,303 | $8,678 | 12/31/2023 |
VO | 37,303 | $8,678 | 12/31/2023 |
Towerpoint Wealth LLC | 34,704 | $8,671 | 03/31/2024 |
VO | 34,704 | $8,671 | 03/31/2024 |
M Holdings Securities Inc. | 37,256 | $8,667 | 12/31/2023 |
VO | 37,256 | $8,667 | 12/31/2023 |
Dakota Wealth Management | 34,591 | $8,643 | 03/31/2024 |
VO | 34,591 | $8,643 | 03/31/2024 |
Smith & Howard Wealth Management LLC | 34,431 | $8,603 | 03/31/2024 |
VO | 34,431 | $8,603 | 03/31/2024 |
Royal Fund Management LLC | 34,402 | $8,603 | 03/31/2024 |
VO | 34,402 | $8,603 | 03/31/2024 |
ForthRight Wealth Management LLC | 34,413 | $8,598 | 03/31/2024 |
VO | 34,413 | $8,598 | 03/31/2024 |
Cook Wealth Management Group LLC | 37,532 | $8,590 | 12/31/2023 |
VO | 37,532 | $8,590 | 12/31/2023 |
Sepio Capital LP | 36,684 | $8,534 | 12/31/2023 |
VO | 36,684 | $8,534 | 12/31/2023 |
Houlihan Financial Resource Group Ltd. | 36,533 | $8,499 | 12/31/2023 |
VO | 36,533 | $8,499 | 12/31/2023 |
Wedmont Private Capital | 34,267 | $8,477 | 03/31/2024 |
VO | 34,267 | $8,477 | 03/31/2024 |
M&T Bank Corp | 36,333 | $8,453 | 12/31/2023 |
VO | 36,333 | $8,453 | 12/31/2023 |
Centered Wealth LLC dba Miller Equity Capital Advisors | 35,939 | $8,361 | 12/31/2023 |
VO | 35,939 | $8,361 | 12/31/2023 |
McClarren Financial Advisors Inc. | 35,844 | $8,339 | 12/31/2023 |
VO | 35,844 | $8,339 | 12/31/2023 |
Folger Nolan Fleming Douglas Capital Management Inc. | 33,195 | $8,294 | 03/31/2024 |
VO | 33,195 | $8,294 | 03/31/2024 |
Wells Financial Advisors INC | 35,555 | $8,272 | 12/31/2023 |
VO | 35,555 | $8,272 | 12/31/2023 |
PDS Planning Inc | 35,263 | $8,204 | 12/31/2023 |
VO | 35,263 | $8,204 | 12/31/2023 |
Manning & Napier Group LLC | 32,813 | $8,198 | 03/31/2024 |
VO | 32,813 | $8,198 | 03/31/2024 |
First National Bank | 32,688 | $8,167 | 03/31/2024 |
VO | 32,688 | $8,167 | 03/31/2024 |
Drive Wealth Management LLC | 32,649 | $8,158 | 03/31/2024 |
VO | 32,649 | $8,158 | 03/31/2024 |
Family Investment Center Inc. | 32,646 | $8,157 | 03/31/2024 |
VO | 32,646 | $8,157 | 03/31/2024 |
CRA Financial Services LLC | 32,580 | $8,140 | 03/31/2024 |
VO | 32,580 | $8,140 | 03/31/2024 |
Prime Capital Investment Advisors LLC | 34,847 | $8,107 | 12/31/2023 |
VO | 34,847 | $8,107 | 12/31/2023 |
Bailard Inc. | 34,786 | $8,093 | 12/31/2023 |
VO | 34,786 | $8,093 | 12/31/2023 |
Sowell Financial Services LLC | 34,759 | $8,086 | 12/31/2023 |
VO | 34,759 | $8,086 | 12/31/2023 |
Silverleafe Capital Partners LLC | 32,257 | $8,060 | 03/31/2024 |
VO | 32,257 | $8,060 | 03/31/2024 |
Principle Wealth Partners LLC | 32,253 | $8,059 | 03/31/2024 |
VO | 32,253 | $8,059 | 03/31/2024 |
TD Capital Management LLC | 34,611 | $8,052 | 12/31/2023 |
VO | 34,611 | $8,052 | 12/31/2023 |
Keybank National Association OH | 34,368 | $7,995 | 12/31/2023 |
VO | 34,368 | $7,995 | 12/31/2023 |
Financial Futures Ltd Liability Co. | 34,263 | $7,971 | 12/31/2023 |
VO | 34,263 | $7,971 | 12/31/2023 |
Buckingham Strategic Wealth LLC | 34,165 | $7,948 | 12/31/2023 |
VO | 34,165 | $7,948 | 12/31/2023 |
Traction Financial Partners LLC | 34,074 | $7,927 | 12/31/2023 |
VO | 34,074 | $7,927 | 12/31/2023 |
Howe & Rusling Inc. | 33,942 | $7,896 | 12/31/2023 |
VO | 33,942 | $7,896 | 12/31/2023 |
JNBA Financial Advisors | 31,588 | $7,893 | 03/31/2024 |
VO | 31,588 | $7,893 | 03/31/2024 |
Waller Financial Planning Group Inc. | 31,584 | $7,892 | 03/31/2024 |
VO | 31,584 | $7,892 | 03/31/2024 |
RKL Wealth Management LLC | 33,841 | $7,873 | 12/31/2023 |
VO | 33,841 | $7,873 | 12/31/2023 |
Gray Wealth Management Inc. | 33,748 | $7,851 | 12/31/2023 |
VO | 33,748 | $7,851 | 12/31/2023 |
RMB Capital Management LLC | 33,403 | $7,771 | 12/31/2023 |
VO | 33,403 | $7,771 | 12/31/2023 |
Texas Capital Bank Wealth Management Services Inc. | 33,401 | $7,770 | 12/31/2023 |
VO | 33,401 | $7,770 | 12/31/2023 |
Baystate Wealth Management LLC | 33,377 | $7,765 | 12/31/2023 |
VO | 33,377 | $7,765 | 12/31/2023 |
Franklin Resources Inc. | 33,371 | $7,763 | 12/31/2023 |
VO | 33,371 | $7,763 | 12/31/2023 |
Black Diamond Financial LLC | 33,355 | $7,760 | 12/31/2023 |
VO | 33,355 | $7,760 | 12/31/2023 |
Texas Yale Capital Corp. | 33,289 | $7,744 | 12/31/2023 |
VO | 33,289 | $7,744 | 12/31/2023 |
EnRich Financial Partners LLC | 33,244 | $7,734 | 12/31/2023 |
VO | 33,244 | $7,734 | 12/31/2023 |
Evermay Wealth Management LLC | 32,959 | $7,668 | 12/31/2023 |
VO | 32,959 | $7,668 | 12/31/2023 |
Bradley Foster & Sargent Inc. CT | 32,852 | $7,643 | 12/31/2023 |
VO | 32,852 | $7,643 | 12/31/2023 |
Wescott Financial Advisory Group LLC | 32,837 | $7,639 | 12/31/2023 |
VO | 32,837 | $7,639 | 12/31/2023 |
Financial Management Professionals Inc. | 30,456 | $7,610 | 03/31/2024 |
VO | 30,456 | $7,610 | 03/31/2024 |
O Connor Financial Group LLC | 30,446 | $7,607 | 03/31/2024 |
VO | 30,446 | $7,607 | 03/31/2024 |
Sand Hill Global Advisors LLC | 32,676 | $7,602 | 12/31/2023 |
VO | 32,676 | $7,602 | 12/31/2023 |
Resources Investment Advisors LLC. | 32,508 | $7,563 | 12/31/2023 |
VO | 32,508 | $7,563 | 12/31/2023 |
Verus Financial Partners Inc. | 32,769 | $7,560 | 12/31/2023 |
VO | 32,769 | $7,560 | 12/31/2023 |
Addis & Hill Inc | 30,577 | $7,544 | 03/31/2024 |
VO | 30,577 | $7,544 | 03/31/2024 |
Nikulski Financial Inc. | 30,029 | $7,503 | 03/31/2024 |
VO | 30,029 | $7,503 | 03/31/2024 |
Wheelhouse Advisory Group LLC | 30,017 | $7,500 | 03/31/2024 |
VO | 30,017 | $7,500 | 03/31/2024 |
Sage Financial Group Inc. | 32,226 | $7,497 | 12/31/2023 |
VO | 32,226 | $7,497 | 12/31/2023 |
ZRC Wealth Management LLC | 30,001 | $7,493 | 03/31/2024 |
VO | 30,001 | $7,493 | 03/31/2024 |
Chesley Taft & Associates LLC | 29,905 | $7,472 | 03/31/2024 |
VO | 29,905 | $7,472 | 03/31/2024 |
Apella Capital LLC | 30,184 | $7,467 | 03/31/2024 |
VO | 30,184 | $7,467 | 03/31/2024 |
Valmark Advisers Inc. | 32,083 | $7,464 | 12/31/2023 |
VO | 32,083 | $7,464 | 12/31/2023 |
Prospera Financial Services Inc | 31,890 | $7,419 | 12/31/2023 |
VO | 31,890 | $7,419 | 12/31/2023 |
Stratos Wealth Advisors LLC | 29,637 | $7,405 | 03/31/2024 |
VO | 29,637 | $7,405 | 03/31/2024 |
Monticello Wealth Management LLC | 29,538 | $7,380 | 03/31/2024 |
VO | 29,538 | $7,380 | 03/31/2024 |
Swisher Financial Concepts Inc. | 30,153 | $7,342 | 03/31/2024 |
VO | 30,153 | $7,342 | 03/31/2024 |
Headinvest LLC | 31,356 | $7,295 | 12/31/2023 |
VO | 31,356 | $7,295 | 12/31/2023 |
Financial Engines Advisors L.L.C. | 31,151 | $7,247 | 12/31/2023 |
VO | 31,151 | $7,247 | 12/31/2023 |
Addison Advisors LLC | 30,980 | $7,207 | 12/31/2023 |
VO | 30,980 | $7,207 | 12/31/2023 |
Daymark Wealth Partners LLC | 28,670 | $7,163 | 03/31/2024 |
VO | 28,670 | $7,163 | 03/31/2024 |
Tsfg LLC | 28,656 | $7,160 | 03/31/2024 |
VO | 28,656 | $7,160 | 03/31/2024 |
Optas LLC | 28,601 | $7,147 | 03/31/2024 |
VO | 28,601 | $7,147 | 03/31/2024 |
JDM Financial Group LLC | 30,632 | $7,126 | 12/31/2023 |
VO | 30,632 | $7,126 | 12/31/2023 |
Cozad Asset Management Inc. | 30,462 | $7,087 | 12/31/2023 |
VO | 30,462 | $7,087 | 12/31/2023 |
Roundview Capital LLC | 30,214 | $7,029 | 12/31/2023 |
VO | 30,214 | $7,029 | 12/31/2023 |
Spire Wealth Management | 27,980 | $6,991 | 03/31/2024 |
VO | 27,980 | $6,991 | 03/31/2024 |
Steward Partners Investment Advisory LLC | 29,983 | $6,975 | 12/31/2023 |
VO | 29,983 | $6,975 | 12/31/2023 |
Benchmark Financial Wealth Advisors LLC | 27,852 | $6,959 | 03/31/2024 |
VO | 27,852 | $6,959 | 03/31/2024 |
FLC Capital Advisors | 29,728 | $6,916 | 12/31/2023 |
VO | 29,728 | $6,916 | 12/31/2023 |
Global Retirement Partners LLC | 27,587 | $6,893 | 03/31/2024 |
VO | 27,587 | $6,893 | 03/31/2024 |
Elwood & Goetz Wealth Advisory Group LLC | 27,537 | $6,880 | 03/31/2024 |
VO | 27,537 | $6,880 | 03/31/2024 |
Warner Financial Inc. | 27,438 | $6,856 | 03/31/2024 |
VO | 27,438 | $6,856 | 03/31/2024 |
Savant Capital LLC | 29,215 | $6,797 | 12/31/2023 |
VO | 29,215 | $6,797 | 12/31/2023 |
Ausdal Financial Partners Inc. | 27,090 | $6,769 | 03/31/2024 |
VO | 27,090 | $6,769 | 03/31/2024 |
Caliber Wealth Management LLC | 26,873 | $6,714 | 03/31/2024 |
VO | 26,873 | $6,714 | 03/31/2024 |
Blackston Financial Advisory Group LLC | 28,747 | $6,688 | 12/31/2023 |
VO | 28,747 | $6,688 | 12/31/2023 |
Quest Investment Management LLC | 28,736 | $6,685 | 12/31/2023 |
VO | 28,736 | $6,685 | 12/31/2023 |
Visionary Wealth Advisors | 28,698 | $6,676 | 12/31/2023 |
VO | 28,698 | $6,676 | 12/31/2023 |
Concurrent Investment Advisors LLC | 28,686 | $6,673 | 12/31/2023 |
VO | 28,686 | $6,673 | 12/31/2023 |
AAFCPAs Wealth Management LLC | 28,674 | $6,671 | 12/31/2023 |
VO | 28,674 | $6,671 | 12/31/2023 |
Sawgrass Asset Management LLC | 28,640 | $6,663 | 12/31/2023 |
VO | 28,640 | $6,663 | 12/31/2023 |
Perigon Wealth Management LLC | 28,575 | $6,648 | 12/31/2023 |
VO | 28,575 | $6,648 | 12/31/2023 |
MorganRosel Wealth Management LLC | 26,408 | $6,598 | 03/31/2024 |
VO | 26,408 | $6,598 | 03/31/2024 |
Kathleen S. Wright Associates Inc. | 26,254 | $6,560 | 03/31/2024 |
VO | 26,254 | $6,560 | 03/31/2024 |
Almanack Investment Partners LLC. | 28,086 | $6,534 | 12/31/2023 |
VO | 28,086 | $6,534 | 12/31/2023 |
MONECO Advisors LLC | 26,126 | $6,528 | 03/31/2024 |
VO | 26,126 | $6,528 | 03/31/2024 |
Prosperitas Financial LLC | 27,837 | $6,476 | 12/31/2023 |
VO | 27,837 | $6,476 | 12/31/2023 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 29,811 | $6,472 | 12/31/2023 |
VO | 29,811 | $6,472 | 12/31/2023 |
Kestra Private Wealth Services LLC | 27,755 | $6,457 | 12/31/2023 |
VO | 27,755 | $6,457 | 12/31/2023 |
Commerce Bank | 27,581 | $6,416 | 12/31/2023 |
VO | 27,581 | $6,416 | 12/31/2023 |
Bennett Associates Wealth Management | 25,659 | $6,411 | 03/31/2024 |
VO | 25,659 | $6,411 | 03/31/2024 |
Stephenson National Bank & Trust | 25,507 | $6,373 | 03/31/2024 |
VO | 25,507 | $6,373 | 03/31/2024 |
Cypress Wealth Services LLC | 25,283 | $6,317 | 03/31/2024 |
VO | 25,283 | $6,317 | 03/31/2024 |
Crestwood Advisors Group LLC | 27,153 | $6,317 | 12/31/2023 |
VO | 27,153 | $6,317 | 12/31/2023 |
Buck Wealth Strategies LLC | 26,952 | $6,270 | 12/31/2023 |
VO | 26,952 | $6,270 | 12/31/2023 |
Regal Wealth Group Inc. | 27,389 | $6,236 | 12/31/2023 |
VO | 27,389 | $6,236 | 12/31/2023 |
WASHINGTON TRUST Co | 24,941 | $6,232 | 03/31/2024 |
VO | 24,941 | $6,232 | 03/31/2024 |
First National Bank Sioux Falls | 24,899 | $6,221 | 03/31/2024 |
VO | 24,899 | $6,221 | 03/31/2024 |
PAX Financial Group LLC | 26,609 | $6,220 | 12/31/2023 |
VO | 26,609 | $6,220 | 12/31/2023 |
Vanguard Group Inc. | 26,290 | $6,116 | 12/31/2023 |
VO | 26,290 | $6,116 | 12/31/2023 |
Northcape Wealth Management LLC | 26,286 | $6,115 | 12/31/2023 |
VO | 26,286 | $6,115 | 12/31/2023 |
Integrated Advisors Network LLC | 26,254 | $6,108 | 12/31/2023 |
VO | 26,254 | $6,108 | 12/31/2023 |
Meridian Wealth Advisors LLC | 26,201 | $6,095 | 12/31/2023 |
VO | 26,201 | $6,095 | 12/31/2023 |
Warren Averett Asset Management LLC | 26,114 | $6,075 | 12/31/2023 |
VO | 26,114 | $6,075 | 12/31/2023 |
Bristlecone Advisors LLC | 24,293 | $6,070 | 03/31/2024 |
VO | 24,293 | $6,070 | 03/31/2024 |
WMS Partners LLC | 26,085 | $6,068 | 12/31/2023 |
VO | 26,085 | $6,068 | 12/31/2023 |
Zuckerman Investment Group LLC | 26,043 | $6,059 | 12/31/2023 |
VO | 26,043 | $6,059 | 12/31/2023 |
XML Financial LLC | 25,673 | $5,972 | 12/31/2023 |
VO | 25,673 | $5,972 | 12/31/2023 |
First PREMIER Bank | 23,843 | $5,957 | 03/31/2024 |
VO | 23,843 | $5,957 | 03/31/2024 |
Brighton Jones LLC | 25,408 | $5,911 | 12/31/2023 |
VO | 25,408 | $5,911 | 12/31/2023 |
First Merchants Corp | 23,495 | $5,870 | 03/31/2024 |
VO | 23,495 | $5,870 | 03/31/2024 |
Harbor Advisory Corp MA | 25,231 | $5,870 | 12/31/2023 |
VO | 25,231 | $5,870 | 12/31/2023 |
Perfromance Wealth Partners LLC | 25,060 | $5,830 | 12/31/2023 |
VO | 25,060 | $5,830 | 12/31/2023 |
Dark Forest Capital Management LP | 24,869 | $5,786 | 12/31/2023 |
VO | 24,869 | $5,786 | 12/31/2023 |
Cahill Financial Advisors Inc. | 24,745 | $5,757 | 12/31/2023 |
VO | 24,745 | $5,757 | 12/31/2023 |
High Pines Wealth Management LLC | 24,671 | $5,739 | 12/31/2023 |
VO | 24,671 | $5,739 | 12/31/2023 |
One Capital Management LLC | 24,592 | $5,721 | 12/31/2023 |
VO | 24,592 | $5,721 | 12/31/2023 |
Parsons Capital Management Inc. RI | 22,861 | $5,712 | 03/31/2024 |
VO | 22,861 | $5,712 | 03/31/2024 |
Gill Capital Partners LLC | 24,436 | $5,685 | 12/31/2023 |
VO | 24,436 | $5,685 | 12/31/2023 |
Walkner Condon Financial Advisors LLC | 22,725 | $5,678 | 03/31/2024 |
VO | 22,725 | $5,678 | 03/31/2024 |
United Bank | 24,402 | $5,677 | 12/31/2023 |
VO | 24,402 | $5,677 | 12/31/2023 |
Acorn Financial Advisory Services Inc. ADV | 24,496 | $5,672 | 12/31/2023 |
VO | 24,496 | $5,672 | 12/31/2023 |
Capital Insight Partners LLC | 22,652 | $5,660 | 03/31/2024 |
VO | 22,652 | $5,660 | 03/31/2024 |
Private Advisory Group LLC | 24,170 | $5,623 | 12/31/2023 |
VO | 24,170 | $5,623 | 12/31/2023 |
Fortitude Family Office LLC | 22,458 | $5,611 | 03/31/2024 |
VO | 22,458 | $5,611 | 03/31/2024 |
Continuum Advisory LLC | 24,061 | $5,598 | 12/31/2023 |
VO | 24,061 | $5,598 | 12/31/2023 |
Essex Financial Services Inc. | 22,349 | $5,584 | 03/31/2024 |
VO | 22,349 | $5,584 | 03/31/2024 |
Nwam LLC | 23,983 | $5,579 | 12/31/2023 |
VO | 23,983 | $5,579 | 12/31/2023 |
Aveo Capital Partners LLC | 23,958 | $5,574 | 12/31/2023 |
VO | 23,958 | $5,574 | 12/31/2023 |
Kovitz Investment Group Partners LLC | 23,822 | $5,542 | 12/31/2023 |
VO | 23,822 | $5,542 | 12/31/2023 |
MBL Wealth LLC | 22,013 | $5,500 | 03/31/2024 |
VO | 22,013 | $5,500 | 03/31/2024 |
Beaumont Capital Management LLC | 23,607 | $5,492 | 12/31/2023 |
VO | 23,607 | $5,492 | 12/31/2023 |
United Capital Financial Advisers LLC | 23,519 | $5,471 | 12/31/2023 |
VO | 23,519 | $5,471 | 12/31/2023 |
Culbertson A N & Co. Inc. | 23,455 | $5,457 | 12/31/2023 |
VO | 23,455 | $5,457 | 12/31/2023 |
Grove Bank & Trust | 23,420 | $5,448 | 12/31/2023 |
VO | 23,420 | $5,448 | 12/31/2023 |
Benedetti & Gucer Inc. | 23,370 | $5,437 | 12/31/2023 |
VO | 23,370 | $5,437 | 12/31/2023 |
Fonville Wealth Management LLC | 21,692 | $5,420 | 03/31/2024 |
VO | 21,692 | $5,420 | 03/31/2024 |
Mutual Advisors LLC | 23,290 | $5,418 | 12/31/2023 |
VO | 23,290 | $5,418 | 12/31/2023 |
Advisors Capital Management LLC | 23,190 | $5,395 | 12/31/2023 |
VO | 23,190 | $5,395 | 12/31/2023 |
Johnson Investment Counsel Inc. | 23,032 | $5,358 | 12/31/2023 |
VO | 23,032 | $5,358 | 12/31/2023 |
Forum Private Client Group LLC | 22,817 | $5,308 | 12/31/2023 |
VO | 22,817 | $5,308 | 12/31/2023 |
Mystic Asset Management Inc. | 22,802 | $5,305 | 12/31/2023 |
VO | 22,802 | $5,305 | 12/31/2023 |
We Are One Seven LLC | 22,789 | $5,302 | 12/31/2023 |
VO | 22,789 | $5,302 | 12/31/2023 |
James J. Burns & Company LLC | 21,542 | $5,296 | 03/31/2024 |
VO | 21,542 | $5,296 | 03/31/2024 |
Cary Street Partners Investment Advisory LLC | 22,651 | $5,270 | 12/31/2023 |
VO | 22,651 | $5,270 | 12/31/2023 |
Synovus Financial Corp | 22,589 | $5,258 | 12/31/2023 |
VO | 22,589 | $5,258 | 12/31/2023 |
OneAscent Financial Services LLC | 20,981 | $5,242 | 03/31/2024 |
VO | 20,981 | $5,242 | 03/31/2024 |
Gladstone Institutional Advisory LLC | 22,513 | $5,238 | 12/31/2023 |
VO | 22,513 | $5,238 | 12/31/2023 |
Retirement Income Solutions Inc | 22,450 | $5,223 | 12/31/2023 |
VO | 22,450 | $5,223 | 12/31/2023 |
Bull Oak Capital LLC | 20,832 | $5,205 | 03/31/2024 |
VO | 20,832 | $5,205 | 03/31/2024 |
MY Wealth Management Inc. | 22,171 | $5,158 | 12/31/2023 |
VO | 22,171 | $5,158 | 12/31/2023 |
Lindbrook Capital LLC | 20,520 | $5,127 | 03/31/2024 |
VO | 20,520 | $5,127 | 03/31/2024 |
CAP Partners LLC | 20,356 | $5,086 | 03/31/2024 |
VO | 20,356 | $5,086 | 03/31/2024 |
Bartlett & Co. LLC | 21,727 | $5,083 | 12/31/2023 |
VO | 21,727 | $5,083 | 12/31/2023 |
Bartlett & CO. Wealth Management LLC | 21,727 | $5,083 | 12/31/2023 |
VO | 21,727 | $5,083 | 12/31/2023 |
Prudential Financial Inc. | 21,789 | $5,069 | 12/31/2023 |
VO | 21,789 | $5,069 | 12/31/2023 |
Colony Group LLC | 21,763 | $5,063 | 12/31/2023 |
VO | 21,763 | $5,063 | 12/31/2023 |
RWM Asset Management LLC | 20,101 | $5,023 | 03/31/2024 |
VO | 20,101 | $5,023 | 03/31/2024 |
Roger Wittlin Investment Advisory LLC | 21,389 | $4,978 | 12/31/2023 |
VO | 21,389 | $4,978 | 12/31/2023 |
Atria Investments LLC | 21,075 | $4,903 | 12/31/2023 |
VO | 21,075 | $4,903 | 12/31/2023 |
Lokken Investment Group LLC | 21,075 | $4,903 | 12/31/2023 |
VO | 21,075 | $4,903 | 12/31/2023 |
Glass Jacobson Investment Advisors llc | 19,584 | $4,893 | 03/31/2024 |
VO | 19,584 | $4,893 | 03/31/2024 |
Fundamentun LLC | 19,576 | $4,891 | 03/31/2024 |
VO | 19,576 | $4,891 | 03/31/2024 |
Ziegler Capital Management LLC | 20,876 | $4,857 | 12/31/2023 |
VO | 20,876 | $4,857 | 12/31/2023 |
Refined Wealth Management | 19,198 | $4,797 | 03/31/2024 |
VO | 19,198 | $4,797 | 03/31/2024 |
Hanlon Investment Management Inc. | 20,617 | $4,796 | 12/31/2023 |
VO | 20,617 | $4,796 | 12/31/2023 |
Lane & Associates LLC | 19,136 | $4,781 | 03/31/2024 |
VO | 19,136 | $4,781 | 03/31/2024 |
Advisory Services Network LLC | 20,466 | $4,761 | 12/31/2023 |
VO | 20,466 | $4,761 | 12/31/2023 |
EP Wealth Advisors LLC | 20,414 | $4,749 | 12/31/2023 |
VO | 20,414 | $4,749 | 12/31/2023 |
Benchmark Wealth Management LLC | 18,870 | $4,715 | 03/31/2024 |
VO | 18,870 | $4,715 | 03/31/2024 |
Citigroup Inc. | 20,232 | $4,707 | 12/31/2023 |
VO | 20,232 | $4,707 | 12/31/2023 |
Retirement Planning Co of New England Inc. | 20,168 | $4,692 | 12/31/2023 |
VO | 20,168 | $4,692 | 12/31/2023 |
Buckingham Strategic Partners | 20,066 | $4,668 | 12/31/2023 |
VO | 20,066 | $4,668 | 12/31/2023 |
BKM Wealth Management LLC | 18,673 | $4,666 | 03/31/2024 |
VO | 18,673 | $4,666 | 03/31/2024 |
Family Legacy Inc. | 18,655 | $4,661 | 03/31/2024 |
VO | 18,655 | $4,661 | 03/31/2024 |
Bridgewealth Advisory Group LLC | 18,537 | $4,632 | 03/31/2024 |
VO | 18,537 | $4,632 | 03/31/2024 |
Financial Planning & Information Services Inc. | 19,748 | $4,594 | 12/31/2023 |
VO | 19,748 | $4,594 | 12/31/2023 |
FinDec Wealth Services Inc. | 19,664 | $4,575 | 12/31/2023 |
VO | 19,664 | $4,575 | 12/31/2023 |
Calamos Wealth Management LLC | 19,428 | $4,520 | 12/31/2023 |
VO | 19,428 | $4,520 | 12/31/2023 |
Park Avenue Securities LLC | 18,085 | $4,519 | 03/31/2024 |
VO | 18,085 | $4,519 | 03/31/2024 |
StoneX Group Inc. | 19,389 | $4,511 | 12/31/2023 |
VO | 19,389 | $4,511 | 12/31/2023 |
Financial Insights Inc. | 17,905 | $4,474 | 03/31/2024 |
VO | 17,905 | $4,474 | 03/31/2024 |
BBR Partners LLC | 19,142 | $4,453 | 12/31/2023 |
VO | 19,142 | $4,453 | 12/31/2023 |
Foster Victor Wealth Advisors LLC | 18,238 | $4,444 | 03/31/2024 |
VO | 18,238 | $4,444 | 03/31/2024 |
Spinnaker Trust | 18,933 | $4,405 | 12/31/2023 |
VO | 18,933 | $4,405 | 12/31/2023 |
CPA Asset Management LLC | 18,859 | $4,387 | 12/31/2023 |
VO | 18,859 | $4,387 | 12/31/2023 |
LWS Wealth Advisors Inc. | 18,831 | $4,381 | 12/31/2023 |
VO | 18,831 | $4,381 | 12/31/2023 |
King Wealth | 18,805 | $4,375 | 12/31/2023 |
VO | 18,805 | $4,375 | 12/31/2023 |
Cedrus LLC | 17,408 | $4,350 | 03/31/2024 |
VO | 17,408 | $4,350 | 03/31/2024 |
Salomon & Ludwin LLC | 18,651 | $4,339 | 12/31/2023 |
VO | 18,651 | $4,339 | 12/31/2023 |
Gleason Group Inc. | 17,342 | $4,333 | 03/31/2024 |
VO | 17,342 | $4,333 | 03/31/2024 |
Smith Moore & CO. | 18,627 | $4,333 | 12/31/2023 |
VO | 18,627 | $4,333 | 12/31/2023 |
Mesirow Financial Investment Management Equity Management | 18,485 | $4,300 | 12/31/2023 |
VO | 18,485 | $4,300 | 12/31/2023 |
Scotia Capital Inc. | 18,387 | $4,278 | 12/31/2023 |
VO | 18,387 | $4,278 | 12/31/2023 |
Fort Washington Investment Advisors Inc. OH | 18,320 | $4,262 | 03/31/2024 |
VO | 18,320 | $4,262 | 03/31/2024 |
Shorepoint Capital Partners LLC | 18,302 | $4,258 | 12/31/2023 |
VO | 18,302 | $4,258 | 12/31/2023 |
S.A. Mason LLC | 16,913 | $4,226 | 03/31/2024 |
VO | 16,913 | $4,226 | 03/31/2024 |
Grant Street Asset Management Inc. | 18,153 | $4,223 | 12/31/2023 |
VO | 18,153 | $4,223 | 12/31/2023 |
Strategic Investment Advisors MI | 16,773 | $4,191 | 03/31/2024 |
VO | 16,773 | $4,191 | 03/31/2024 |
Pacific Center for Financial Services | 17,989 | $4,185 | 12/31/2023 |
VO | 17,989 | $4,185 | 12/31/2023 |
DAVENPORT & Co LLC | 17,960 | $4,178 | 12/31/2023 |
VO | 17,960 | $4,178 | 12/31/2023 |
Beacon Bridge Wealth Partners LLC | 17,912 | $4,167 | 12/31/2023 |
VO | 17,912 | $4,167 | 12/31/2023 |
Gilman Hill Asset Management LLC | 16,612 | $4,151 | 03/31/2024 |
VO | 16,612 | $4,151 | 03/31/2024 |
Orin Green Financial LLC | 17,761 | $4,132 | 12/31/2023 |
VO | 17,761 | $4,132 | 12/31/2023 |
John W. Brooker & Co. CPAs | 16,435 | $4,106 | 03/31/2024 |
VO | 16,435 | $4,106 | 03/31/2024 |
Aurum Wealth Management Group LLC | 16,392 | $4,096 | 03/31/2024 |
VO | 16,392 | $4,096 | 03/31/2024 |
UMB Bank N A MO | 16,350 | $4,085 | 03/31/2024 |
VO | 16,350 | $4,085 | 03/31/2024 |
Legacy Financial Group LLC | 16,174 | $4,041 | 03/31/2024 |
VO | 16,174 | $4,041 | 03/31/2024 |
Gainplan LLC | 16,171 | $4,040 | 03/31/2024 |
VO | 16,171 | $4,040 | 03/31/2024 |
Fiduciary Trust Co. | 17,234 | $4,009 | 12/31/2023 |
VO | 17,234 | $4,009 | 12/31/2023 |
REDW Wealth LLC | 17,208 | $4,003 | 12/31/2023 |
VO | 17,208 | $4,003 | 12/31/2023 |
Ellenbecker Investment Group | 15,995 | $3,997 | 03/31/2024 |
VO | 15,995 | $3,997 | 03/31/2024 |
Hilltop Wealth Advisors LLC | 15,972 | $3,991 | 03/31/2024 |
VO | 15,972 | $3,991 | 03/31/2024 |
Argent Trust Co | 17,118 | $3,982 | 12/31/2023 |
VO | 17,118 | $3,982 | 12/31/2023 |
Bernardo Wealth Planning LLC | 17,079 | $3,973 | 12/31/2023 |
VO | 17,079 | $3,973 | 12/31/2023 |
Kendall Capital Management | 17,039 | $3,964 | 12/31/2023 |
VO | 17,039 | $3,964 | 12/31/2023 |
Harbour Investments Inc. | 16,873 | $3,925 | 12/31/2023 |
VO | 16,873 | $3,925 | 12/31/2023 |
Miracle Mile Advisors LLC | 15,629 | $3,905 | 03/31/2024 |
VO | 15,629 | $3,905 | 03/31/2024 |
Philadelphia Trust Co. | 16,760 | $3,899 | 12/31/2023 |
VO | 16,760 | $3,899 | 12/31/2023 |
Mather Group LLC. | 16,636 | $3,870 | 03/31/2024 |
VO | 16,636 | $3,870 | 03/31/2024 |
RFG Advisory LLC | 15,329 | $3,830 | 03/31/2024 |
VO | 15,329 | $3,830 | 03/31/2024 |
Conservest Capital Advisors Inc. | 16,397 | $3,815 | 12/31/2023 |
VO | 16,397 | $3,815 | 12/31/2023 |
Moisand Fitzgerald Tamayo LLC | 15,213 | $3,801 | 03/31/2024 |
VO | 15,213 | $3,801 | 03/31/2024 |
Yarger Wealth Strategies LLC | 16,331 | $3,799 | 12/31/2023 |
VO | 16,331 | $3,799 | 12/31/2023 |
BCGM Wealth Management LLC | 16,234 | $3,777 | 12/31/2023 |
VO | 16,234 | $3,777 | 12/31/2023 |
Evercore Wealth Management LLC | 16,099 | $3,745 | 12/31/2023 |
VO | 16,099 | $3,745 | 12/31/2023 |
Fogel Capital Management Inc. | 15,959 | $3,731 | 12/31/2023 |
VO | 15,959 | $3,731 | 12/31/2023 |
MAS Advisors LLC | 15,925 | $3,705 | 12/31/2023 |
VO | 15,925 | $3,705 | 12/31/2023 |
Gradient Capital Advisors LLC | 14,735 | $3,682 | 03/31/2024 |
VO | 14,735 | $3,682 | 03/31/2024 |
WP Advisors LLC | 15,818 | $3,680 | 12/31/2023 |
VO | 15,818 | $3,680 | 12/31/2023 |
Armbruster Capital Management Inc. | 15,787 | $3,673 | 12/31/2023 |
VO | 15,787 | $3,673 | 12/31/2023 |
Fifth Third Securities Inc. | 14,696 | $3,672 | 03/31/2024 |
VO | 14,696 | $3,672 | 03/31/2024 |
Cornerstone Advisory LLC | 15,743 | $3,663 | 12/31/2023 |
VO | 15,743 | $3,663 | 12/31/2023 |
Eagle Strategies LLC | 14,637 | $3,657 | 03/31/2024 |
VO | 14,637 | $3,657 | 03/31/2024 |
Mokosak Advisory Group LLC | 15,702 | $3,654 | 12/31/2023 |
VO | 15,702 | $3,654 | 12/31/2023 |
Flagship Harbor Advisors LLC | 14,460 | $3,613 | 03/31/2024 |
VO | 14,460 | $3,613 | 03/31/2024 |
Kingsview Wealth Management LLC | 15,441 | $3,592 | 12/31/2023 |
VO | 15,441 | $3,592 | 12/31/2023 |
Geneva Partners LLC | 15,327 | $3,566 | 12/31/2023 |
VO | 15,327 | $3,566 | 12/31/2023 |
Hofer & Associates. Inc | 14,234 | $3,556 | 03/31/2024 |
VO | 14,234 | $3,556 | 03/31/2024 |
Keystone Financial Group | 15,256 | $3,549 | 12/31/2023 |
VO | 15,256 | $3,549 | 12/31/2023 |
CWM LLC | 14,185 | $3,544 | 03/31/2024 |
VO | 14,185 | $3,544 | 03/31/2024 |
Arvest Trust Co. N A | 15,159 | $3,527 | 12/31/2023 |
VO | 15,159 | $3,527 | 12/31/2023 |
City Holding Co. | 14,102 | $3,523 | 03/31/2024 |
VO | 14,102 | $3,523 | 03/31/2024 |
Verus Capital Partners LLC | 15,139 | $3,522 | 12/31/2023 |
VO | 15,139 | $3,522 | 12/31/2023 |
Regal Investment Advisors LLC | 15,021 | $3,495 | 12/31/2023 |
VO | 15,021 | $3,495 | 12/31/2023 |
Motley Fool Wealth Management LLC | 15,031 | $3,491 | 12/31/2023 |
VO | 15,031 | $3,491 | 12/31/2023 |
Narus Financial Partners LLC | 13,957 | $3,487 | 03/31/2024 |
VO | 13,957 | $3,487 | 03/31/2024 |
Alesco Advisors LLC | 14,919 | $3,471 | 12/31/2023 |
VO | 14,919 | $3,471 | 12/31/2023 |
Sheets Smith Wealth Management | 14,835 | $3,451 | 12/31/2023 |
VO | 14,835 | $3,451 | 12/31/2023 |
South State CORP. | 14,796 | $3,442 | 12/31/2023 |
VO | 14,796 | $3,442 | 12/31/2023 |
Clayton Financial Group LLC | 14,724 | $3,425 | 12/31/2023 |
VO | 14,724 | $3,425 | 12/31/2023 |
Fermata Advisors LLC | 13,678 | $3,418 | 03/31/2024 |
VO | 13,678 | $3,418 | 03/31/2024 |
Vicus Capital | 13,659 | $3,413 | 03/31/2024 |
VO | 13,659 | $3,413 | 03/31/2024 |
KCM Investment Advisors LLC | 14,652 | $3,409 | 12/31/2023 |
VO | 14,652 | $3,409 | 12/31/2023 |
FDx Advisors Inc. | 14,626 | $3,403 | 12/31/2023 |
VO | 14,626 | $3,403 | 12/31/2023 |
MGO Private Wealth LLC | 13,545 | $3,384 | 03/31/2024 |
VO | 13,545 | $3,384 | 03/31/2024 |
Stock Yards Bank & Trust Co. | 14,492 | $3,371 | 12/31/2023 |
VO | 14,492 | $3,371 | 12/31/2023 |
Wilson & Boucher Capital Management LLC | 14,426 | $3,356 | 12/31/2023 |
VO | 14,426 | $3,356 | 12/31/2023 |
First Financialcorp IN | 13,326 | $3,330 | 03/31/2024 |
VO | 13,326 | $3,330 | 03/31/2024 |
Retirement Planning Group | 13,321 | $3,328 | 03/31/2024 |
VO | 13,321 | $3,328 | 03/31/2024 |
Patriot Financial Group Insurance Agency LLC | 14,298 | $3,326 | 12/31/2023 |
VO | 14,298 | $3,326 | 12/31/2023 |
Cedar Brook Financial Partners LLC | 13,216 | $3,302 | 03/31/2024 |
VO | 13,216 | $3,302 | 03/31/2024 |
Windham Capital Management LLC | 14,047 | $3,268 | 12/31/2023 |
VO | 14,047 | $3,268 | 12/31/2023 |
White Lighthouse Investment Management Inc. | 14,048 | $3,268 | 12/31/2023 |
VO | 14,048 | $3,268 | 12/31/2023 |
First United Bank Trust | 14,034 | $3,265 | 12/31/2023 |
VO | 14,034 | $3,265 | 12/31/2023 |
WESCAP Management Group Inc. | 13,999 | $3,257 | 12/31/2023 |
VO | 13,999 | $3,257 | 12/31/2023 |
Qube Research & Technologies Ltd | 13,957 | $3,247 | 12/31/2023 |
VO | 13,957 | $3,247 | 12/31/2023 |
Financial Advisory Partners LLC | 12,913 | $3,226 | 03/31/2024 |
VO | 12,913 | $3,226 | 03/31/2024 |
Legacy Advisors LLC | 13,806 | $3,212 | 12/31/2023 |
VO | 13,806 | $3,212 | 12/31/2023 |
Vickerman Investment Advisors Inc. | 13,673 | $3,181 | 12/31/2023 |
VO | 13,673 | $3,181 | 12/31/2023 |
SOA Wealth Advisors LLC. | 12,727 | $3,180 | 03/31/2024 |
VO | 12,727 | $3,180 | 03/31/2024 |
Guardian Wealth Advisors LLC NC | 13,646 | $3,175 | 12/31/2023 |
VO | 13,646 | $3,175 | 12/31/2023 |
Cornerstone Wealth Management LLC | 12,651 | $3,161 | 03/31/2024 |
VO | 12,651 | $3,161 | 03/31/2024 |
Carmichael Hill & Associates Inc. | 12,644 | $3,159 | 03/31/2024 |
VO | 12,644 | $3,159 | 03/31/2024 |
Silvia Mccoll Wealth Management LLC | 12,950 | $3,156 | 03/31/2024 |
VO | 12,950 | $3,156 | 03/31/2024 |
Secure Asset Management LLC | 13,546 | $3,151 | 12/31/2023 |
VO | 13,546 | $3,151 | 12/31/2023 |
Alera Investment Advisors LLC | 13,518 | $3,145 | 12/31/2023 |
VO | 13,518 | $3,145 | 12/31/2023 |
Charter Trust Co. | 12,572 | $3,141 | 03/31/2024 |
VO | 12,572 | $3,141 | 03/31/2024 |
Brio Consultants LLC | 13,498 | $3,140 | 12/31/2023 |
VO | 13,498 | $3,140 | 12/31/2023 |
Koshinski Asset Management Inc. | 13,426 | $3,123 | 12/31/2023 |
VO | 13,426 | $3,123 | 12/31/2023 |
TrinityPoint Wealth LLC | 13,386 | $3,114 | 12/31/2023 |
VO | 13,386 | $3,114 | 12/31/2023 |
Vident Advisory LLC | 13,362 | $3,109 | 12/31/2023 |
VO | 13,362 | $3,109 | 12/31/2023 |
Omnia Family Wealth LLC | 13,355 | $3,107 | 12/31/2023 |
VO | 13,355 | $3,107 | 12/31/2023 |
Allen Mooney & Barnes Investment Advisors LLC | 12,646 | $3,082 | 03/31/2024 |
VO | 12,646 | $3,082 | 03/31/2024 |
Millennium Management LLC | 13,188 | $3,068 | 12/31/2023 |
VO | 13,188 | $3,068 | 12/31/2023 |
Summit Financial Wealth Advisors LLC | 13,135 | $3,056 | 12/31/2023 |
VO | 13,135 | $3,056 | 12/31/2023 |
Retirement Guys Formula LLC | 12,208 | $3,050 | 03/31/2024 |
VO | 12,208 | $3,050 | 03/31/2024 |
Victory Financial Group LLC | 13,052 | $3,036 | 12/31/2023 |
VO | 13,052 | $3,036 | 12/31/2023 |
Greenwich Wealth Management LLC | 12,965 | $3,016 | 12/31/2023 |
VO | 12,965 | $3,016 | 12/31/2023 |
Alliance Wealth Advisors LLC | 12,048 | $3,010 | 03/31/2024 |
VO | 12,048 | $3,010 | 03/31/2024 |
First National Bank of Omaha | 12,917 | $3,005 | 12/31/2023 |
VO | 12,917 | $3,005 | 12/31/2023 |
Dohj LLC | 12,023 | $3,004 | 03/31/2024 |
VO | 12,023 | $3,004 | 03/31/2024 |
Capital Advisors Wealth Management LLC | 11,990 | $2,996 | 03/31/2024 |
VO | 11,990 | $2,996 | 03/31/2024 |
Baron Silver Stevens Financial Advisors LLC | 12,791 | $2,976 | 12/31/2023 |
VO | 12,791 | $2,976 | 12/31/2023 |
Badgley Phelps Wealth Managers LLC | 12,761 | $2,969 | 12/31/2023 |
VO | 12,761 | $2,969 | 12/31/2023 |
Bridges Investment Management Inc. | 11,829 | $2,956 | 03/31/2024 |
VO | 11,829 | $2,956 | 03/31/2024 |
Main Street Financial Solutions LLC | 11,826 | $2,955 | 03/31/2024 |
VO | 11,826 | $2,955 | 03/31/2024 |
Mayflower Financial Advisors LLC | 12,673 | $2,948 | 12/31/2023 |
VO | 12,673 | $2,948 | 12/31/2023 |
Topel & Distasi Wealth Management LLC | 12,649 | $2,943 | 12/31/2023 |
VO | 12,649 | $2,943 | 12/31/2023 |
Focus Financial Network Inc. ADV | 12,634 | $2,939 | 12/31/2023 |
VO | 12,634 | $2,939 | 12/31/2023 |
Lion Street Advisors LLC | 12,616 | $2,935 | 03/31/2024 |
VO | 12,616 | $2,935 | 03/31/2024 |
Revolve Wealth Partners LLC | 11,597 | $2,898 | 03/31/2024 |
VO | 11,597 | $2,898 | 03/31/2024 |
Wedbush Securities Inc. | 12,458 | $2,898 | 12/31/2023 |
VO | 12,458 | $2,898 | 12/31/2023 |
Country Club Bank GFN | 11,518 | $2,878 | 03/31/2024 |
VO | 11,518 | $2,878 | 03/31/2024 |
Goelzer Investment Management Inc. | 12,369 | $2,878 | 12/31/2023 |
VO | 12,369 | $2,878 | 12/31/2023 |
IFP Advisors Inc | 12,369 | $2,878 | 12/31/2023 |
VO | 12,369 | $2,878 | 12/31/2023 |
Centaurus Financial Inc. | 12,287 | $2,858 | 12/31/2023 |
VO | 12,287 | $2,858 | 12/31/2023 |
Wiley BROS. Aintree Capital LLC | 11,731 | $2,855 | 03/31/2024 |
VO | 11,731 | $2,855 | 03/31/2024 |
Modus Advisors LLC | 11,357 | $2,838 | 03/31/2024 |
VO | 11,357 | $2,838 | 03/31/2024 |
Peak Asset Management LLC | 12,145 | $2,825 | 12/31/2023 |
VO | 12,145 | $2,825 | 12/31/2023 |
Verdence Capital Advisors LLC | 11,239 | $2,808 | 03/31/2024 |
VO | 11,239 | $2,808 | 03/31/2024 |
Global Assets Advisory LLC | 11,171 | $2,791 | 03/31/2024 |
VO | 11,171 | $2,791 | 03/31/2024 |
Wsfs Capital Management LLC | 11,997 | $2,791 | 12/31/2023 |
VO | 11,997 | $2,791 | 12/31/2023 |
Brown Miller Wealth Management LLC | 11,152 | $2,786 | 03/31/2024 |
VO | 11,152 | $2,786 | 03/31/2024 |
Michael B. Yongue | 11,975 | $2,786 | 12/31/2023 |
VO | 11,975 | $2,786 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 11,967 | $2,784 | 12/31/2023 |
VO | 11,967 | $2,784 | 12/31/2023 |
Diversified Trust Co | 11,126 | $2,780 | 03/31/2024 |
VO | 11,126 | $2,780 | 03/31/2024 |
AdvisorNet Financial Inc | 11,084 | $2,769 | 03/31/2024 |
VO | 11,084 | $2,769 | 03/31/2024 |
Fort Point Capital Partners LLC | 11,838 | $2,754 | 12/31/2023 |
VO | 11,838 | $2,754 | 12/31/2023 |
Appleton Partners Inc. MA | 11,006 | $2,750 | 03/31/2024 |
VO | 11,006 | $2,750 | 03/31/2024 |
Duncker Streett & Co. Inc. | 10,976 | $2,743 | 03/31/2024 |
VO | 10,976 | $2,743 | 03/31/2024 |
Financial Freedom LLC | 10,969 | $2,741 | 03/31/2024 |
VO | 10,969 | $2,741 | 03/31/2024 |
GEM Asset Management LLC | 11,743 | $2,732 | 12/31/2023 |
VO | 11,743 | $2,732 | 12/31/2023 |
Proffitt & Goodson Inc. | 10,884 | $2,719 | 03/31/2024 |
VO | 10,884 | $2,719 | 03/31/2024 |
Magnus Financial Group LLC | 11,671 | $2,715 | 12/31/2023 |
VO | 11,671 | $2,715 | 12/31/2023 |
Boston Private Wealth LLC | 11,603 | $2,699 | 12/31/2023 |
VO | 11,603 | $2,699 | 12/31/2023 |
Pinnacle Wealth Management Advisory Group LLC | 11,589 | $2,696 | 12/31/2023 |
VO | 11,589 | $2,696 | 12/31/2023 |
Gilbert & Cook Inc. | 11,589 | $2,696 | 12/31/2023 |
VO | 11,589 | $2,696 | 12/31/2023 |
Family Management Corp | 11,567 | $2,691 | 12/31/2023 |
VO | 11,567 | $2,691 | 12/31/2023 |
Sweet Financial Partners LLC | 10,729 | $2,681 | 03/31/2024 |
VO | 10,729 | $2,681 | 03/31/2024 |
Sigma Planning Corp | 11,444 | $2,662 | 12/31/2023 |
VO | 11,444 | $2,662 | 12/31/2023 |
Objective Capital Management LLC | 11,357 | $2,642 | 12/31/2023 |
VO | 11,357 | $2,642 | 12/31/2023 |
Conning Inc. | 10,535 | $2,632 | 03/31/2024 |
VO | 10,535 | $2,632 | 03/31/2024 |
Transcendent Capital Group LLC | 11,307 | $2,630 | 03/31/2024 |
VO | 11,307 | $2,630 | 03/31/2024 |
IHT Wealth Management LLC | 11,290 | $2,626 | 12/31/2023 |
VO | 11,290 | $2,626 | 12/31/2023 |
Wealth Alliance | 11,257 | $2,619 | 12/31/2023 |
VO | 11,257 | $2,619 | 12/31/2023 |
Consolidated Planning Corp | 11,245 | $2,616 | 12/31/2023 |
VO | 11,245 | $2,616 | 12/31/2023 |
Moneywise Inc. | 10,451 | $2,611 | 03/31/2024 |
VO | 10,451 | $2,611 | 03/31/2024 |
Investment Partners LTD. | 10,421 | $2,604 | 03/31/2024 |
VO | 10,421 | $2,604 | 03/31/2024 |
Seven Post Investment Office LP | 10,415 | $2,602 | 03/31/2024 |
VO | 10,415 | $2,602 | 03/31/2024 |
Merit Financial Group LLC | 11,185 | $2,602 | 12/31/2023 |
VO | 11,185 | $2,602 | 12/31/2023 |
MidWestOne Financial Group Inc. | 11,180 | $2,601 | 12/31/2023 |
VO | 11,180 | $2,601 | 12/31/2023 |
American Money Management LLC | 11,119 | $2,587 | 12/31/2023 |
VO | 11,119 | $2,587 | 12/31/2023 |
Thoroughbred Financial Services LLC | 11,058 | $2,572 | 12/31/2023 |
VO | 11,058 | $2,572 | 12/31/2023 |
Fusion Family Wealth LLC | 11,055 | $2,572 | 12/31/2023 |
VO | 11,055 | $2,572 | 12/31/2023 |
Financial Advocates Investment Management | 10,990 | $2,557 | 12/31/2023 |
VO | 10,990 | $2,557 | 12/31/2023 |
First Foundation Advisors | 10,987 | $2,556 | 12/31/2023 |
VO | 10,987 | $2,556 | 12/31/2023 |
Capital Management Associates Inc | 10,959 | $2,550 | 12/31/2023 |
VO | 10,959 | $2,550 | 12/31/2023 |
Aureus Asset Management LLC | 10,954 | $2,548 | 12/31/2023 |
VO | 10,954 | $2,548 | 12/31/2023 |
Wealthspan Partners LLC | 10,865 | $2,528 | 12/31/2023 |
VO | 10,865 | $2,528 | 12/31/2023 |
First National Trust Co | 10,114 | $2,527 | 03/31/2024 |
VO | 10,114 | $2,527 | 03/31/2024 |
GYL Financial Synergies LLC | 10,834 | $2,520 | 12/31/2023 |
VO | 10,834 | $2,520 | 12/31/2023 |
9258 Wealth Management LLC | 10,783 | $2,509 | 12/31/2023 |
VO | 10,783 | $2,509 | 12/31/2023 |
Columbus Macro LLC | 10,037 | $2,508 | 03/31/2024 |
VO | 10,037 | $2,508 | 03/31/2024 |
My Personal CFO LLC | 10,021 | $2,504 | 03/31/2024 |
VO | 10,021 | $2,504 | 03/31/2024 |
Atlas Capital Advisors LLC | 10,016 | $2,503 | 03/31/2024 |
VO | 10,016 | $2,503 | 03/31/2024 |
PFW Advisors LLC | 9,953 | $2,487 | 03/31/2024 |
VO | 9,953 | $2,487 | 03/31/2024 |
Modera Wealth Management LLC | 10,674 | $2,483 | 12/31/2023 |
VO | 10,674 | $2,483 | 12/31/2023 |
Fiera Capital Corp | 10,623 | $2,471 | 12/31/2023 |
VO | 10,623 | $2,471 | 12/31/2023 |
Snowden Capital Advisors LLC | 10,584 | $2,462 | 12/31/2023 |
VO | 10,584 | $2,462 | 12/31/2023 |
New Perspectives Inc | 9,813 | $2,452 | 03/31/2024 |
VO | 9,813 | $2,452 | 03/31/2024 |
ERn Financial LLC | 9,789 | $2,446 | 03/31/2024 |
VO | 9,789 | $2,446 | 03/31/2024 |
Focus Financial Network Inc. | 10,343 | $2,432 | 03/31/2024 |
VO | 10,343 | $2,432 | 03/31/2024 |
Linscomb & Williams Inc. | 10,393 | $2,418 | 12/31/2023 |
VO | 10,393 | $2,418 | 12/31/2023 |
Brookstone Capital Management | 9,595 | $2,398 | 03/31/2024 |
VO | 9,595 | $2,398 | 03/31/2024 |
Watershed Private Wealth LLC | 10,227 | $2,379 | 12/31/2023 |
VO | 10,227 | $2,379 | 12/31/2023 |
Truepoint Inc. | 10,216 | $2,377 | 12/31/2023 |
VO | 10,216 | $2,377 | 12/31/2023 |
Sound View Wealth Advisors Group LLC | 10,203 | $2,374 | 12/31/2023 |
VO | 10,203 | $2,374 | 12/31/2023 |
Journey Advisory Group LLC | 10,206 | $2,374 | 12/31/2023 |
VO | 10,206 | $2,374 | 12/31/2023 |
GoalFusion Wealth Management LLC | 9,478 | $2,368 | 03/31/2024 |
VO | 9,478 | $2,368 | 03/31/2024 |
CKW Financial Group | 9,510 | $2,361 | 03/31/2024 |
VO | 9,510 | $2,361 | 03/31/2024 |
Rooted Wealth Advisors Inc. | 9,600 | $2,360 | 03/31/2024 |
VO | 9,600 | $2,360 | 03/31/2024 |
Arete Wealth Advisors LLC | 10,142 | $2,359 | 12/31/2023 |
VO | 10,142 | $2,359 | 12/31/2023 |
Dana Investment Advisors Inc. | 10,111 | $2,352 | 12/31/2023 |
VO | 10,111 | $2,352 | 12/31/2023 |
GFS Advisors LLC | 9,405 | $2,350 | 03/31/2024 |
VO | 9,405 | $2,350 | 03/31/2024 |
Apollon Wealth Management LLC | 10,090 | $2,347 | 12/31/2023 |
VO | 10,090 | $2,347 | 12/31/2023 |
Advocate Group LLC | 9,352 | $2,337 | 03/31/2024 |
VO | 9,352 | $2,337 | 03/31/2024 |
Missouri Trust & Investment Co | 10,026 | $2,332 | 12/31/2023 |
VO | 10,026 | $2,332 | 12/31/2023 |
Abbot Financial Management Inc. | 9,978 | $2,321 | 12/31/2023 |
VO | 9,978 | $2,321 | 12/31/2023 |
Insight Financial Services | 9,245 | $2,310 | 03/31/2024 |
VO | 9,245 | $2,310 | 03/31/2024 |
Columbia Asset Management | 9,928 | $2,310 | 12/31/2023 |
VO | 9,928 | $2,310 | 12/31/2023 |
CM Wealth Advisors LLC | 9,923 | $2,308 | 12/31/2023 |
VO | 9,923 | $2,308 | 12/31/2023 |
Welch & Forbes LLC | 9,913 | $2,306 | 12/31/2023 |
VO | 9,913 | $2,306 | 12/31/2023 |
Ridgewood Investments LLC | 9,223 | $2,305 | 03/31/2024 |
VO | 9,223 | $2,305 | 03/31/2024 |
Seamount Financial Group Inc. | 9,213 | $2,302 | 03/31/2024 |
VO | 9,213 | $2,302 | 03/31/2024 |
Kingfisher Capital LLC | 9,890 | $2,301 | 12/31/2023 |
VO | 9,890 | $2,301 | 12/31/2023 |
Pinnacle Financial Group LLC IL | 9,876 | $2,298 | 12/31/2023 |
VO | 9,876 | $2,298 | 12/31/2023 |
Farmers & Merchants Investments Inc. | 9,129 | $2,281 | 03/31/2024 |
VO | 9,129 | $2,281 | 03/31/2024 |
Mason & Associates Inc | 9,096 | $2,273 | 03/31/2024 |
VO | 9,096 | $2,273 | 03/31/2024 |
German American Bancorp Inc. | 9,733 | $2,264 | 12/31/2023 |
VO | 9,733 | $2,264 | 12/31/2023 |
Great Lakes Retirement Inc. | 9,718 | $2,261 | 12/31/2023 |
VO | 9,718 | $2,261 | 12/31/2023 |
Summit Trail Advisors LLC | 9,043 | $2,259 | 03/31/2024 |
VO | 9,043 | $2,259 | 03/31/2024 |
Signature Securities Group Corporation | 9,037 | $2,258 | 03/31/2024 |
VO | 9,037 | $2,258 | 03/31/2024 |
Strategic Family Wealth Counselors L.L.C. | 9,630 | $2,240 | 12/31/2023 |
VO | 9,630 | $2,240 | 12/31/2023 |
Wealthfront Advisers LLC | 8,936 | $2,233 | 03/31/2024 |
VO | 8,936 | $2,233 | 03/31/2024 |
High Net Worth Advisory Group LLC | 8,911 | $2,227 | 03/31/2024 |
VO | 8,911 | $2,227 | 03/31/2024 |
Encompass Wealth Advisors LLC | 9,561 | $2,224 | 12/31/2023 |
VO | 9,561 | $2,224 | 12/31/2023 |
Fingerlakes Wealth Management Inc. | 8,861 | $2,214 | 03/31/2024 |
VO | 8,861 | $2,214 | 03/31/2024 |
PFG Advisors | 9,472 | $2,204 | 12/31/2023 |
VO | 9,472 | $2,204 | 12/31/2023 |
Adviser Investments LLC | 9,453 | $2,199 | 12/31/2023 |
VO | 9,453 | $2,199 | 12/31/2023 |
Vivaldi Capital Management LLC | 9,494 | $2,194 | 12/31/2023 |
VO | 9,494 | $2,194 | 12/31/2023 |
Defined Wealth Management LLC | 8,650 | $2,161 | 03/31/2024 |
VO | 8,650 | $2,161 | 03/31/2024 |
Wetherby Asset Management Inc. | 9,275 | $2,158 | 12/31/2023 |
VO | 9,275 | $2,158 | 12/31/2023 |
Boyd Wealth Management LLC | 8,547 | $2,136 | 03/31/2024 |
VO | 8,547 | $2,136 | 03/31/2024 |
TPG Financial Advisors LLC | 9,159 | $2,116 | 12/31/2023 |
VO | 9,159 | $2,116 | 12/31/2023 |
Sequoia Financial Advisors LLC | 9,086 | $2,114 | 12/31/2023 |
VO | 9,086 | $2,114 | 12/31/2023 |
PCA Investment Advisory Services Inc. | 9,081 | $2,112 | 12/31/2023 |
VO | 9,081 | $2,112 | 12/31/2023 |
Interactive Financial Advisors | 9,029 | $2,101 | 12/31/2023 |
VO | 9,029 | $2,101 | 12/31/2023 |
Eclectic Associates Inc. ADV | 8,397 | $2,098 | 03/31/2024 |
VO | 8,397 | $2,098 | 03/31/2024 |
Sentinel Pension Advisors Inc. | 9,005 | $2,095 | 12/31/2023 |
VO | 9,005 | $2,095 | 12/31/2023 |
Frank Rimerman Advisors LLC | 8,996 | $2,093 | 12/31/2023 |
VO | 8,996 | $2,093 | 12/31/2023 |
Patten Group Inc. | 8,335 | $2,083 | 03/31/2024 |
VO | 8,335 | $2,083 | 03/31/2024 |
Mitchell Sinkler & Starr PA | 8,927 | $2,077 | 12/31/2023 |
VO | 8,927 | $2,077 | 12/31/2023 |
Hall Kathryn A. | 8,905 | $2,072 | 12/31/2023 |
VO | 8,905 | $2,072 | 12/31/2023 |
Intellectus Partners LLC | 8,868 | $2,063 | 12/31/2023 |
VO | 8,868 | $2,063 | 12/31/2023 |
Pine Valley Investments Ltd Liability Co | 8,849 | $2,059 | 12/31/2023 |
VO | 8,849 | $2,059 | 12/31/2023 |
N.E.W. Advisory Services LLC | 8,237 | $2,058 | 03/31/2024 |
VO | 8,237 | $2,058 | 03/31/2024 |
Index Fund Advisors Inc. | 8,832 | $2,055 | 12/31/2023 |
VO | 8,832 | $2,055 | 12/31/2023 |
Pensionmark Financial Group LLC | 8,824 | $2,053 | 12/31/2023 |
VO | 8,824 | $2,053 | 12/31/2023 |
DeDora Capital Inc. | 8,183 | $2,045 | 03/31/2024 |
VO | 8,183 | $2,045 | 03/31/2024 |
IFG Advisors LLC | 8,178 | $2,043 | 03/31/2024 |
VO | 8,178 | $2,043 | 03/31/2024 |
Evoke Wealth LLC | 8,783 | $2,043 | 12/31/2023 |
VO | 8,783 | $2,043 | 12/31/2023 |
Anchor Investment Management LLC | 8,761 | $2,038 | 12/31/2023 |
VO | 8,761 | $2,038 | 12/31/2023 |
Cyndeo Wealth Partners LLC | 8,109 | $2,026 | 03/31/2024 |
VO | 8,109 | $2,026 | 03/31/2024 |
City State Bank | 8,094 | $2,022 | 03/31/2024 |
VO | 8,094 | $2,022 | 03/31/2024 |
Kohmann Bosshard Financial Services LLC | 8,079 | $2,019 | 03/31/2024 |
VO | 8,079 | $2,019 | 03/31/2024 |
Hyman Charles D | 8,667 | $2,016 | 12/31/2023 |
VO | 8,667 | $2,016 | 12/31/2023 |
Gibson Capital LLC | 8,057 | $2,013 | 03/31/2024 |
VO | 8,057 | $2,013 | 03/31/2024 |
Graves Light Private Wealth Management Inc. | 8,653 | $2,013 | 12/31/2023 |
VO | 8,653 | $2,013 | 12/31/2023 |
St. Louis Trust Co | 8,591 | $1,999 | 12/31/2023 |
VO | 8,591 | $1,999 | 12/31/2023 |
Camelot Portfolios LLC | 8,574 | $1,995 | 12/31/2023 |
VO | 8,574 | $1,995 | 12/31/2023 |
PFG Investments LLC | 7,935 | $1,983 | 03/31/2024 |
VO | 7,935 | $1,983 | 03/31/2024 |
Charles Schwab Trust Co | 7,906 | $1,975 | 03/31/2024 |
VO | 7,906 | $1,975 | 03/31/2024 |
Toroso Investments LLC | 8,365 | $1,946 | 12/31/2023 |
VO | 8,365 | $1,946 | 12/31/2023 |
Putnam FL Investment Management Co. | 8,326 | $1,937 | 12/31/2023 |
VO | 8,326 | $1,937 | 12/31/2023 |
Vista Wealth Management Group LLC | 8,328 | $1,937 | 12/31/2023 |
VO | 8,328 | $1,937 | 12/31/2023 |
Wealth Dimensions Group Ltd. | 8,291 | $1,929 | 12/31/2023 |
VO | 8,291 | $1,929 | 12/31/2023 |
Boston Trust Walden Corp | 7,705 | $1,925 | 03/31/2024 |
VO | 7,705 | $1,925 | 03/31/2024 |
West Financial Advisors LLC | 7,698 | $1,923 | 03/31/2024 |
VO | 7,698 | $1,923 | 03/31/2024 |
Wintrust Investments LLC | 8,263 | $1,922 | 12/31/2023 |
VO | 8,263 | $1,922 | 12/31/2023 |
Soltis Investment Advisors LLC | 8,188 | $1,905 | 12/31/2023 |
VO | 8,188 | $1,905 | 12/31/2023 |
Intergy Private Wealth LLC | 7,614 | $1,902 | 03/31/2024 |
VO | 7,614 | $1,902 | 03/31/2024 |
Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 8,169 | $1,901 | 12/31/2023 |
VO | 8,169 | $1,901 | 12/31/2023 |
MY Purposeful Wealth CORP. | 8,134 | $1,892 | 12/31/2023 |
VO | 8,134 | $1,892 | 12/31/2023 |
Certified Advisory Corp | 8,115 | $1,888 | 12/31/2023 |
VO | 8,115 | $1,888 | 12/31/2023 |
Twin Focus Capital Partners LLC | 8,092 | $1,882 | 12/31/2023 |
VO | 8,092 | $1,882 | 12/31/2023 |
Haverford Trust Co. | 8,059 | $1,875 | 12/31/2023 |
VO | 8,059 | $1,875 | 12/31/2023 |
Asset Allocation & Management Company LLC | 7,491 | $1,872 | 03/31/2024 |
VO | 7,491 | $1,872 | 03/31/2024 |
Grandview Asset Management LLC | 7,493 | $1,872 | 03/31/2024 |
VO | 7,493 | $1,872 | 03/31/2024 |
Bangor Savings Bank | 7,471 | $1,867 | 03/31/2024 |
VO | 7,471 | $1,867 | 03/31/2024 |
Harbor Group Inc. | 7,457 | $1,863 | 03/31/2024 |
VO | 7,457 | $1,863 | 03/31/2024 |
AlTi Global Inc. | 7,921 | $1,843 | 12/31/2023 |
VO | 7,921 | $1,843 | 12/31/2023 |
Hilltop Holdings Inc. | 7,911 | $1,840 | 12/31/2023 |
VO | 7,911 | $1,840 | 12/31/2023 |
Caitlin John LLC | 7,870 | $1,831 | 12/31/2023 |
VO | 7,870 | $1,831 | 12/31/2023 |
Shepherd Kaplan Krochuk LLC | 7,839 | $1,824 | 12/31/2023 |
VO | 7,839 | $1,824 | 12/31/2023 |
Maltin Wealth Management Inc. | 7,286 | $1,820 | 03/31/2024 |
VO | 7,286 | $1,820 | 03/31/2024 |
Elevated Capital Advisors LLC | 7,278 | $1,818 | 03/31/2024 |
VO | 7,278 | $1,818 | 03/31/2024 |
Newman Dignan & Sheerar Inc. | 7,791 | $1,813 | 12/31/2023 |
VO | 7,791 | $1,813 | 12/31/2023 |
Petix & Botte Co | 7,789 | $1,812 | 12/31/2023 |
VO | 7,789 | $1,812 | 12/31/2023 |
Edge Capital Group LLC | 7,773 | $1,808 | 12/31/2023 |
VO | 7,773 | $1,808 | 12/31/2023 |
Callan Capital LLC | 7,760 | $1,805 | 12/31/2023 |
VO | 7,760 | $1,805 | 12/31/2023 |
StrongBox Wealth LLC | 7,746 | $1,802 | 03/31/2024 |
VO | 7,746 | $1,802 | 03/31/2024 |
VeraBank N.A. | 7,735 | $1,799 | 12/31/2023 |
VO | 7,735 | $1,799 | 12/31/2023 |
SageView Advisory Group LLC | 7,727 | $1,796 | 12/31/2023 |
VO | 7,727 | $1,796 | 12/31/2023 |
Bragg Financial Advisors Inc | 7,694 | $1,790 | 12/31/2023 |
VO | 7,694 | $1,790 | 12/31/2023 |
Lodestar Private Asset Management LLC | 7,142 | $1,784 | 03/31/2024 |
VO | 7,142 | $1,784 | 03/31/2024 |
AFG Fiduciary Services Limited Partnership | 7,208 | $1,783 | 03/31/2024 |
VO | 7,208 | $1,783 | 03/31/2024 |
BCM Advisors LLC | 7,418 | $1,777 | 03/31/2024 |
VO | 7,418 | $1,777 | 03/31/2024 |
Transcend Wealth Collective LLC | 7,627 | $1,774 | 12/31/2023 |
VO | 7,627 | $1,774 | 12/31/2023 |
Essex Savings Bank | 7,617 | $1,772 | 03/31/2024 |
VO | 7,617 | $1,772 | 03/31/2024 |
Holistic Planning LLC | 7,570 | $1,761 | 12/31/2023 |
VO | 7,570 | $1,761 | 12/31/2023 |
Lincoln Capital Corp | 7,035 | $1,758 | 03/31/2024 |
VO | 7,035 | $1,758 | 03/31/2024 |
Argonautica Private Wealth Management Inc. | 7,558 | $1,758 | 12/31/2023 |
VO | 7,558 | $1,758 | 12/31/2023 |
Allegiance Financial Group Advisory Services LLC | 7,470 | $1,738 | 12/31/2023 |
VO | 7,470 | $1,738 | 12/31/2023 |
Checchi Capital Advisers LLC | 6,951 | $1,737 | 03/31/2024 |
VO | 6,951 | $1,737 | 03/31/2024 |
Orion Portfolio Solutions LLC | 7,517 | $1,737 | 12/31/2023 |
VO | 7,517 | $1,737 | 12/31/2023 |
Highland Capital Management LLC | 7,445 | $1,732 | 12/31/2023 |
VO | 7,445 | $1,732 | 12/31/2023 |
Heritage Wealth Advisors | 7,426 | $1,728 | 12/31/2023 |
VO | 7,426 | $1,728 | 12/31/2023 |
Ironwood Financial llc | 6,875 | $1,718 | 03/31/2024 |
VO | 6,875 | $1,718 | 03/31/2024 |
Next Level Private LLC | 6,833 | $1,707 | 03/31/2024 |
VO | 6,833 | $1,707 | 03/31/2024 |
McKinley Carter Wealth Services Inc. | 6,823 | $1,705 | 03/31/2024 |
VO | 6,823 | $1,705 | 03/31/2024 |
RFG Holdings Inc. | 6,780 | $1,694 | 03/31/2024 |
VO | 6,780 | $1,694 | 03/31/2024 |
Spotlight Asset Group Inc. | 7,282 | $1,694 | 12/31/2023 |
VO | 7,282 | $1,694 | 12/31/2023 |
Leelyn Smith LLC | 7,243 | $1,685 | 12/31/2023 |
VO | 7,243 | $1,685 | 12/31/2023 |
Foundations Investment Advisors LLC | 7,252 | $1,683 | 12/31/2023 |
VO | 7,252 | $1,683 | 12/31/2023 |
Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 7,231 | $1,682 | 12/31/2023 |
VO | 7,231 | $1,682 | 12/31/2023 |
Braun Stacey Associates Inc. | $1,669 | 12/31/2023 | |
MUTUAL FUNDS | 6,124 | $1,669 | 12/31/2023 |
Hurlow Wealth Management Group Inc. | 6,645 | $1,660 | 03/31/2024 |
VO | 6,645 | $1,660 | 03/31/2024 |
Affiance Financial LLC | 6,567 | $1,641 | 03/31/2024 |
VO | 6,567 | $1,641 | 03/31/2024 |
Chatham Capital Group Inc. | 6,520 | $1,629 | 03/31/2024 |
VO | 6,520 | $1,629 | 03/31/2024 |
Relative Value Partners Group LLC | 6,962 | $1,620 | 12/31/2023 |
VO | 6,962 | $1,620 | 12/31/2023 |
RE Dickinson Investment Advisors LLC | 6,951 | $1,617 | 12/31/2023 |
VO | 6,951 | $1,617 | 12/31/2023 |
NBC Securities Inc. | 6,462 | $1,614 | 03/31/2024 |
VO | 6,462 | $1,614 | 03/31/2024 |
Stablepoint Partners LLC | 6,451 | $1,612 | 03/31/2024 |
VO | 6,451 | $1,612 | 03/31/2024 |
Cypress Capital Group | 6,897 | $1,605 | 12/31/2023 |
VO | 6,897 | $1,605 | 12/31/2023 |
Covington Investment Advisors Inc. | 6,881 | $1,601 | 12/31/2023 |
VO | 6,881 | $1,601 | 12/31/2023 |
Planning Directions Inc. | 6,857 | $1,595 | 12/31/2023 |
VO | 6,857 | $1,595 | 12/31/2023 |
West Bancorporation Inc. | 6,779 | $1,577 | 12/31/2023 |
VO | 6,779 | $1,577 | 12/31/2023 |
Dorsey & Whitney Trust CO LLC | 6,748 | $1,570 | 12/31/2023 |
VO | 6,748 | $1,570 | 12/31/2023 |
Sandy Spring Bank | 6,733 | $1,566 | 12/31/2023 |
VO | 6,733 | $1,566 | 12/31/2023 |
Viawealth LLC | 6,725 | $1,564 | 12/31/2023 |
VO | 6,725 | $1,564 | 12/31/2023 |
Farther Finance Advisors LLC | 6,700 | $1,559 | 12/31/2023 |
VO | 6,700 | $1,559 | 12/31/2023 |
Valtinson Bruner Financial Planning LLC | 6,694 | $1,557 | 12/31/2023 |
VO | 6,694 | $1,557 | 12/31/2023 |
Compass Ion Advisors LLC | 6,197 | $1,548 | 03/31/2024 |
VO | 6,197 | $1,548 | 03/31/2024 |
FF Advisors LLC | 6,195 | $1,548 | 03/31/2024 |
VO | 6,195 | $1,548 | 03/31/2024 |
Segment Wealth Management LLC | 6,190 | $1,547 | 03/31/2024 |
VO | 6,190 | $1,547 | 03/31/2024 |
Montis Financial LLC | 6,189 | $1,546 | 03/31/2024 |
VO | 6,189 | $1,546 | 03/31/2024 |
Western Wealth Management LLC | 6,626 | $1,541 | 12/31/2023 |
VO | 6,626 | $1,541 | 12/31/2023 |
Williams Jones Wealth Management LLC. | $1,541 | 12/31/2023 | |
VO | 3,855 | $897 | 12/31/2023 |
MF | 2,225 | $644 | 12/31/2023 |
Mosaic Family Wealth Partners LLC | 6,574 | $1,529 | 12/31/2023 |
VO | 6,574 | $1,529 | 12/31/2023 |
SeaCrest Wealth Management LLC | 6,100 | $1,524 | 03/31/2024 |
VO | 6,100 | $1,524 | 03/31/2024 |
Private Ocean LLC | 6,081 | $1,519 | 03/31/2024 |
VO | 6,081 | $1,519 | 03/31/2024 |
Aspen Investment Management Inc | 6,004 | $1,500 | 03/31/2024 |
VO | 6,004 | $1,500 | 03/31/2024 |
Adirondack Trust Co. | 6,000 | $1,499 | 03/31/2024 |
VO | 6,000 | $1,499 | 03/31/2024 |
Romano Brothers AND Company | 5,953 | $1,487 | 03/31/2024 |
VO | 5,953 | $1,487 | 03/31/2024 |
LongView Wealth Management | 5,895 | $1,473 | 03/31/2024 |
VO | 5,895 | $1,473 | 03/31/2024 |
Private Portfolio Partners LLC | 6,327 | $1,472 | 12/31/2023 |
VO | 6,327 | $1,472 | 12/31/2023 |
Sachetta LLC | 6,329 | $1,472 | 12/31/2023 |
VO | 6,329 | $1,472 | 12/31/2023 |
Capital Advisory Group Advisory Services LLC | 5,863 | $1,465 | 03/31/2024 |
VO | 5,863 | $1,465 | 03/31/2024 |
Private Trust Co. NA | 5,778 | $1,444 | 03/31/2024 |
VO | 5,778 | $1,444 | 03/31/2024 |
Midland Wealth Advisors LLC | 6,189 | $1,440 | 12/31/2023 |
VO | 6,189 | $1,440 | 12/31/2023 |
Eudaimonia Advisors LLC | 5,743 | $1,435 | 03/31/2024 |
VO | 5,743 | $1,435 | 03/31/2024 |
Sax Wealth Advisors LLC | 6,169 | $1,435 | 12/31/2023 |
VO | 6,169 | $1,435 | 12/31/2023 |
waypoint wealth counsel | 5,732 | $1,432 | 03/31/2024 |
VO | 5,732 | $1,432 | 03/31/2024 |
Affinity Capital Advisors LLC | 5,721 | $1,429 | 03/31/2024 |
VO | 5,721 | $1,429 | 03/31/2024 |
B & T Capital Management DBA Alpha Capital Management | 5,713 | $1,428 | 03/31/2024 |
VO | 5,713 | $1,428 | 03/31/2024 |
Laraway Financial Inc | 6,139 | $1,428 | 12/31/2023 |
VO | 6,139 | $1,428 | 12/31/2023 |
Great Lakes Advisors LLC | 6,130 | $1,426 | 12/31/2023 |
VO | 6,130 | $1,426 | 12/31/2023 |
Sightline Wealth Advisors LLC | 5,695 | $1,423 | 03/31/2024 |
VO | 5,695 | $1,423 | 03/31/2024 |
Boston Family Office LLC | 6,110 | $1,421 | 12/31/2023 |
VO | 6,110 | $1,421 | 12/31/2023 |
Southland Equity Partners LLC | 5,674 | $1,418 | 03/31/2024 |
VO | 5,674 | $1,418 | 03/31/2024 |
Vista Investment Management | 6,034 | $1,404 | 12/31/2023 |
VO | 6,034 | $1,404 | 12/31/2023 |
BOS Asset Management LLC | 6,027 | $1,402 | 12/31/2023 |
VO | 6,027 | $1,402 | 12/31/2023 |
Grimes & Company Inc. | 5,582 | $1,395 | 03/31/2024 |
VO | 5,582 | $1,395 | 03/31/2024 |
Atlas Private Wealth Management | 5,584 | $1,395 | 03/31/2024 |
VO | 5,584 | $1,395 | 03/31/2024 |
Mayport LLC | 5,570 | $1,392 | 03/31/2024 |
VO | 5,570 | $1,392 | 03/31/2024 |
Citizens Financial Group Inc RI | 5,983 | $1,392 | 12/31/2023 |
VO | 5,983 | $1,392 | 12/31/2023 |
Droms Strauss Advisors Inc. MO ADV | 5,977 | $1,391 | 12/31/2023 |
VO | 5,977 | $1,391 | 12/31/2023 |
Cypress Point Wealth Management LLC | 5,875 | $1,367 | 12/31/2023 |
VO | 5,875 | $1,367 | 12/31/2023 |
ARK & TLK Investments LLC | 5,870 | $1,366 | 12/31/2023 |
VO | 5,870 | $1,366 | 12/31/2023 |
Mustard Seed Financial LLC | 5,458 | $1,364 | 03/31/2024 |
VO | 5,458 | $1,364 | 03/31/2024 |
Marks Group Wealth Management Inc | 5,861 | $1,364 | 12/31/2023 |
VO | 5,861 | $1,364 | 12/31/2023 |
Balanced Wealth Group LLC | 5,865 | $1,364 | 12/31/2023 |
VO | 5,865 | $1,364 | 12/31/2023 |
Camden Capital LLC | 5,751 | $1,338 | 12/31/2023 |
VO | 5,751 | $1,338 | 12/31/2023 |
Portland Global Advisors LLC | 5,711 | $1,329 | 12/31/2023 |
VO | 5,711 | $1,329 | 12/31/2023 |
Inspirion Wealth Advisors LLC | 5,312 | $1,327 | 03/31/2024 |
VO | 5,312 | $1,327 | 03/31/2024 |
Beacon Financial Group | 5,699 | $1,326 | 12/31/2023 |
VO | 5,699 | $1,326 | 12/31/2023 |
Landmark Wealth Management LLC | 5,300 | $1,324 | 03/31/2024 |
VO | 5,300 | $1,324 | 03/31/2024 |
TrueWealth Advisors LLC | 5,256 | $1,313 | 03/31/2024 |
VO | 5,256 | $1,313 | 03/31/2024 |
Cutler Group LP | $1,306 | 03/31/2024 | |
VO | 5,218 | $1,303 | 03/31/2024 |
Call | 800 | $3 | 03/31/2024 |
Put | 2,300 | $0 | 03/31/2024 |
Aspiriant LLC | 5,195 | $1,298 | 03/31/2024 |
VO | 5,195 | $1,298 | 03/31/2024 |
Security Financial Services INC. | 5,187 | $1,296 | 03/31/2024 |
VO | 5,187 | $1,296 | 03/31/2024 |
Voisard Asset Management Group Inc. | 5,173 | $1,293 | 03/31/2024 |
VO | 5,173 | $1,293 | 03/31/2024 |
Taylor & Morgan Wealth Management LLC | 5,157 | $1,289 | 03/31/2024 |
VO | 5,157 | $1,289 | 03/31/2024 |
Chandler Asset Management Inc. | 5,533 | $1,287 | 12/31/2023 |
VO | 5,533 | $1,287 | 12/31/2023 |
Advisory Research Inc. | 5,505 | $1,281 | 12/31/2023 |
VO | 5,505 | $1,281 | 12/31/2023 |
Stillwater Capital Advisors LLC | 5,109 | $1,277 | 03/31/2024 |
VO | 5,109 | $1,277 | 03/31/2024 |
Center for Financial Planning Inc. | 5,096 | $1,273 | 03/31/2024 |
VO | 5,096 | $1,273 | 03/31/2024 |
Clear Harbor Asset Management LLC | 5,472 | $1,273 | 12/31/2023 |
VO | 5,472 | $1,273 | 12/31/2023 |
NBT Bank N A NY | 5,074 | $1,268 | 03/31/2024 |
VO | 5,074 | $1,268 | 03/31/2024 |
Pallas Capital Advisors LLC | 5,030 | $1,257 | 03/31/2024 |
VO | 5,030 | $1,257 | 03/31/2024 |
Stonegate Investment Group LLC | 5,011 | $1,252 | 03/31/2024 |
VO | 5,011 | $1,252 | 03/31/2024 |
Trust Point Inc. | 5,002 | $1,250 | 03/31/2024 |
VO | 5,002 | $1,250 | 03/31/2024 |
Ieq Capital LLC | 5,356 | $1,246 | 12/31/2023 |
VO | 5,356 | $1,246 | 12/31/2023 |
Valeo Financial Advisors LLC | 5,147 | $1,233 | 03/31/2024 |
VO | 5,147 | $1,233 | 03/31/2024 |
Trust Co. of Vermont | 5,265 | $1,225 | 12/31/2023 |
VO | 5,265 | $1,225 | 12/31/2023 |
Johnson Financial Group LLC | 5,253 | $1,222 | 12/31/2023 |
VO | 5,253 | $1,222 | 12/31/2023 |
Plimoth Trust Co. LLC | 4,879 | $1,219 | 03/31/2024 |
VO | 4,879 | $1,219 | 03/31/2024 |
Everhart Financial Group Inc. | 5,222 | $1,215 | 12/31/2023 |
VO | 5,222 | $1,215 | 12/31/2023 |
Garden State Investment Advisory Services LLC | 5,222 | $1,215 | 12/31/2023 |
VO | 5,222 | $1,215 | 12/31/2023 |
Courier Capital LLC | 4,830 | $1,207 | 03/31/2024 |
VO | 4,830 | $1,207 | 03/31/2024 |
Wall Street Access Asset Management LLC | 5,179 | $1,205 | 12/31/2023 |
VO | 5,179 | $1,205 | 12/31/2023 |
Biltmore Family Office LLC | 5,180 | $1,205 | 12/31/2023 |
VO | 5,180 | $1,205 | 12/31/2023 |
Bridgeworth LLC | 5,171 | $1,203 | 12/31/2023 |
VO | 5,171 | $1,203 | 12/31/2023 |
Clarius Group LLC | 4,802 | $1,200 | 03/31/2024 |
VO | 4,802 | $1,200 | 03/31/2024 |
Fortis Capital Management LLC | 5,156 | $1,199 | 12/31/2023 |
VO | 5,156 | $1,199 | 12/31/2023 |
Acas LLC | 5,144 | $1,197 | 12/31/2023 |
VO | 5,144 | $1,197 | 12/31/2023 |
Nicolet Bankshares Inc. | 5,133 | $1,194 | 12/31/2023 |
VO | 5,133 | $1,194 | 12/31/2023 |
Cabana LLC | 5,110 | $1,189 | 12/31/2023 |
VO | 5,110 | $1,189 | 12/31/2023 |
OLIO Financial Planning | 5,045 | $1,180 | 03/31/2024 |
VO | 5,045 | $1,180 | 03/31/2024 |
Nvest Financial LLC | 4,723 | $1,180 | 03/31/2024 |
VO | 4,723 | $1,180 | 03/31/2024 |
Rehmann Capital Advisory Group | 5,060 | $1,177 | 12/31/2023 |
VO | 5,060 | $1,177 | 12/31/2023 |
Ramsay Stattman Vela & Price Inc. | 5,055 | $1,176 | 12/31/2023 |
VO | 5,055 | $1,176 | 12/31/2023 |
Greenline Partners LLC | 5,042 | $1,173 | 12/31/2023 |
VO | 5,042 | $1,173 | 12/31/2023 |
Bluestem Financial Advisors LLC | 4,683 | $1,170 | 03/31/2024 |
VO | 4,683 | $1,170 | 03/31/2024 |
Strategies Wealth Advisors LLC | 4,684 | $1,170 | 03/31/2024 |
VO | 4,684 | $1,170 | 03/31/2024 |
Ritholtz Wealth Management | 4,664 | $1,165 | 03/31/2024 |
VO | 4,664 | $1,165 | 03/31/2024 |
HM Payson & Co. | 4,962 | $1,154 | 12/31/2023 |
VO | 4,962 | $1,154 | 12/31/2023 |
National Bank of Canada FI | 4,913 | $1,137 | 12/31/2023 |
VO | 4,913 | $1,137 | 12/31/2023 |
OMNI 360 Wealth Inc. | 4,547 | $1,136 | 03/31/2024 |
VO | 4,547 | $1,136 | 03/31/2024 |
Perennial Investment Advisors LLC | 4,877 | $1,135 | 12/31/2023 |
VO | 4,877 | $1,135 | 12/31/2023 |
Rockwood Wealth Management LLC | 4,538 | $1,134 | 03/31/2024 |
VO | 4,538 | $1,134 | 03/31/2024 |
WT Wealth Management | 4,865 | $1,132 | 12/31/2023 |
VO | 4,865 | $1,132 | 12/31/2023 |
Northern Capital Management Inc. | 4,855 | $1,129 | 12/31/2023 |
VO | 4,855 | $1,129 | 12/31/2023 |
Capstone Wealth Management Group LLC | 4,509 | $1,126 | 03/31/2024 |
VO | 4,509 | $1,126 | 03/31/2024 |
R. W. Roge & Company Inc. | 4,842 | $1,126 | 12/31/2023 |
VO | 4,842 | $1,126 | 12/31/2023 |
Evergreen Capital Management LLC | 4,785 | $1,113 | 12/31/2023 |
VO | 4,785 | $1,113 | 12/31/2023 |
Montecito Bank & Trust | 4,450 | $1,112 | 03/31/2024 |
VO | 4,450 | $1,112 | 03/31/2024 |
EagleClaw Capital Managment LLC | 4,765 | $1,109 | 12/31/2023 |
VO | 4,765 | $1,109 | 12/31/2023 |
SILVER OAK SECURITIES Inc | 4,758 | $1,107 | 12/31/2023 |
VO | 4,758 | $1,107 | 12/31/2023 |
Measured Wealth Private Client Group LLC | 4,410 | $1,102 | 03/31/2024 |
VO | 4,410 | $1,102 | 03/31/2024 |
Fragasso Group Inc. | 4,379 | $1,094 | 03/31/2024 |
VO | 4,379 | $1,094 | 03/31/2024 |
Curbstone Financial Management Corp | 4,350 | $1,087 | 03/31/2024 |
VO | 4,350 | $1,087 | 03/31/2024 |
Nixon Peabody Trust Co. | 4,670 | $1,086 | 12/31/2023 |
VO | 4,670 | $1,086 | 12/31/2023 |
Rockland Trust Co. | 4,310 | $1,077 | 03/31/2024 |
VO | 4,310 | $1,077 | 03/31/2024 |
Good Life Advisors LLC | 4,628 | $1,077 | 12/31/2023 |
VO | 4,628 | $1,077 | 12/31/2023 |
Omega Financial Group LLC | 4,295 | $1,073 | 03/31/2024 |
VO | 4,295 | $1,073 | 03/31/2024 |
High Note Wealth LLC | 4,595 | $1,069 | 12/31/2023 |
VO | 4,595 | $1,069 | 12/31/2023 |
AMI Investment Management Inc. | 4,259 | $1,064 | 03/31/2024 |
VO | 4,259 | $1,064 | 03/31/2024 |
Clear Creek Financial Management LLC | 4,242 | $1,060 | 03/31/2024 |
VO | 4,242 | $1,060 | 03/31/2024 |
Mogy Joel R Investment Counsel Inc. | 4,555 | $1,060 | 12/31/2023 |
VO | 4,555 | $1,060 | 12/31/2023 |
Ironwood Investment Counsel LLC | 4,553 | $1,059 | 12/31/2023 |
VO | 4,553 | $1,059 | 12/31/2023 |
Baker Tilly Financial LLC | 4,535 | $1,055 | 12/31/2023 |
VO | 4,535 | $1,055 | 12/31/2023 |
Bowman & Co S.C. | 4,208 | $1,052 | 03/31/2024 |
VO | 4,208 | $1,052 | 03/31/2024 |
Strata Wealth Advisors LLC | 4,202 | $1,050 | 03/31/2024 |
VO | 4,202 | $1,050 | 03/31/2024 |
Level Four Advisory Services LLC | 4,510 | $1,049 | 12/31/2023 |
VO | 4,510 | $1,049 | 12/31/2023 |
Lutz Financial Services LLC | 4,498 | $1,046 | 12/31/2023 |
VO | 4,498 | $1,046 | 12/31/2023 |
Fishman Jay A Ltd. MI | 4,182 | $1,045 | 03/31/2024 |
VO | 4,182 | $1,045 | 03/31/2024 |
Kingswood Wealth Advisors LLC | 4,178 | $1,044 | 03/31/2024 |
VO | 4,178 | $1,044 | 03/31/2024 |
LexAurum Advisors LLC | 4,174 | $1,043 | 03/31/2024 |
VO | 4,174 | $1,043 | 03/31/2024 |
Aptus Capital Advisors LLC | 4,472 | $1,040 | 12/31/2023 |
VO | 4,472 | $1,040 | 12/31/2023 |
TFG Advisers LLC | 4,455 | $1,036 | 12/31/2023 |
VO | 4,455 | $1,036 | 12/31/2023 |
OLD National Bancorp IN | 4,143 | $1,035 | 03/31/2024 |
VO | 4,143 | $1,035 | 03/31/2024 |
WealthBridge Capital Management LLC | 4,438 | $1,032 | 12/31/2023 |
VO | 4,438 | $1,032 | 12/31/2023 |
Chapin Davis Inc. | 4,127 | $1,031 | 03/31/2024 |
VO | 4,127 | $1,031 | 03/31/2024 |
CJM Wealth Advisers Ltd. | 4,127 | $1,031 | 03/31/2024 |
VO | 4,127 | $1,031 | 03/31/2024 |
Safeguard Financial LLC | 4,123 | $1,030 | 03/31/2024 |
VO | 4,123 | $1,030 | 03/31/2024 |
Summit Financial Strategies Inc. | 4,387 | $1,021 | 12/31/2023 |
VO | 4,387 | $1,021 | 12/31/2023 |
AlphaCore Capital LLC | 4,371 | $1,017 | 12/31/2023 |
VO | 4,371 | $1,017 | 12/31/2023 |
Smith Salley & Associates | 4,367 | $1,016 | 12/31/2023 |
VO | 4,367 | $1,016 | 12/31/2023 |
3Chopt Investment Partners LLC | 4,368 | $1,016 | 12/31/2023 |
VO | 4,368 | $1,016 | 12/31/2023 |
Aspire Wealth Management Corp | 4,352 | $1,013 | 12/31/2023 |
VO | 4,352 | $1,013 | 12/31/2023 |
Eudaimonia Partners LLC | 4,040 | $1,010 | 03/31/2024 |
VO | 4,040 | $1,010 | 03/31/2024 |
Crewe Advisors LLC | 4,336 | $1,009 | 12/31/2023 |
VO | 4,336 | $1,009 | 12/31/2023 |
Guardian Wealth Advisors LLC | 4,337 | $1,009 | 12/31/2023 |
VO | 4,337 | $1,009 | 12/31/2023 |
Greenhouse Wealth Management LLC | 4,034 | $1,008 | 03/31/2024 |
VO | 4,034 | $1,008 | 03/31/2024 |
JustInvest LLC | 4,311 | $1,003 | 12/31/2023 |
VO | 4,311 | $1,003 | 12/31/2023 |
Cornerstone Wealth Group LLC | 4,012 | $1,002 | 03/31/2024 |
VO | 4,012 | $1,002 | 03/31/2024 |
Neuberger Berman Group LLC | 4,309 | $1,002 | 12/31/2023 |
VO | 4,309 | $1,002 | 12/31/2023 |
Schoolcraft Capital LLC | 3,977 | $994 | 03/31/2024 |
VO | 3,977 | $994 | 03/31/2024 |
Orrstown Financial Services Inc. | 3,959 | $989 | 03/31/2024 |
VO | 3,959 | $989 | 03/31/2024 |
Triangle Securities Wealth Management | 3,960 | $989 | 03/31/2024 |
VO | 3,960 | $989 | 03/31/2024 |
Kwmg LLC | 3,941 | $985 | 03/31/2024 |
VO | 3,941 | $985 | 03/31/2024 |
SigFig Wealth Management LLC | 4,214 | $980 | 12/31/2023 |
VO | 4,214 | $980 | 12/31/2023 |
Selective Wealth Management Inc. | 4,018 | $979 | 03/31/2024 |
VO | 4,018 | $979 | 03/31/2024 |
Wealth Architects LLC | 4,186 | $974 | 12/31/2023 |
VO | 4,186 | $974 | 12/31/2023 |
Asset Dedication LLC | 3,907 | $973 | 03/31/2024 |
VO | 3,907 | $973 | 03/31/2024 |
Delta Financial Advisors LLC | 4,153 | $966 | 12/31/2023 |
VO | 4,153 | $966 | 12/31/2023 |
O Shaughnessy Asset Management LLC | 4,147 | $965 | 12/31/2023 |
VO | 4,147 | $965 | 12/31/2023 |
Birch Hill Investment Advisors LLC | 4,150 | $965 | 12/31/2023 |
VO | 4,150 | $965 | 12/31/2023 |
Quantinno Capital Management LP | 4,145 | $964 | 12/31/2023 |
VO | 4,145 | $964 | 12/31/2023 |
Meritage Portfolio Management | 4,137 | $963 | 12/31/2023 |
VO | 4,137 | $963 | 12/31/2023 |
Derbend Asset Management | 4,137 | $962 | 12/31/2023 |
VO | 4,137 | $962 | 12/31/2023 |
Swmg LLC | 4,132 | $961 | 12/31/2023 |
VO | 4,132 | $961 | 12/31/2023 |
Change Path LLC | 4,107 | $955 | 12/31/2023 |
VO | 4,107 | $955 | 12/31/2023 |
Avestar Capital LLC | 4,099 | $954 | 12/31/2023 |
VO | 4,099 | $954 | 12/31/2023 |
Consolidated Portfolio Review Corp | 4,080 | $949 | 12/31/2023 |
VO | 4,080 | $949 | 12/31/2023 |
McCarthy Grittinger Financial Group LLC | 3,777 | $944 | 03/31/2024 |
VO | 3,777 | $944 | 03/31/2024 |
Riverview Trust Co | 3,765 | $941 | 03/31/2024 |
VO | 3,765 | $941 | 03/31/2024 |
Evanson Asset Management LLC | 3,764 | $941 | 03/31/2024 |
VO | 3,764 | $941 | 03/31/2024 |
MJP Associates Inc. ADV | 3,721 | $930 | 03/31/2024 |
VO | 3,721 | $930 | 03/31/2024 |
Marotta Asset Management | 3,722 | $930 | 03/31/2024 |
VO | 3,722 | $930 | 03/31/2024 |
TFC Financial Management | 3,979 | $926 | 12/31/2023 |
VO | 3,979 | $926 | 12/31/2023 |
Belpointe Asset Management LLC | 3,967 | $923 | 12/31/2023 |
VO | 3,967 | $923 | 12/31/2023 |
Deutsche Bank AG | 3,947 | $918 | 12/31/2023 |
VO | 3,947 | $918 | 12/31/2023 |
Fifth Third Wealth Advisors LLC | 3,622 | $905 | 03/31/2024 |
VO | 3,622 | $905 | 03/31/2024 |
Symphony Financial Ltd. Co. | 3,605 | $901 | 03/31/2024 |
VO | 3,605 | $901 | 03/31/2024 |
Peoples Financial Services CORP. | 3,595 | $898 | 03/31/2024 |
VO | 3,595 | $898 | 03/31/2024 |
Titleist Asset Management LLC | 3,861 | $898 | 12/31/2023 |
VO | 3,861 | $898 | 12/31/2023 |
Covenant Asset Management LLC | 3,577 | $894 | 03/31/2024 |
VO | 3,577 | $894 | 03/31/2024 |
Peterson Wealth Advisors LLC | 3,574 | $893 | 03/31/2024 |
VO | 3,574 | $893 | 03/31/2024 |
Pinnacle Bank | 3,563 | $890 | 03/31/2024 |
VO | 3,563 | $890 | 03/31/2024 |
Chemistry Wealth Management LLC | 3,555 | $888 | 03/31/2024 |
VO | 3,555 | $888 | 03/31/2024 |
Oxbow Advisors LLC | 3,800 | $884 | 12/31/2023 |
VO | 3,800 | $884 | 12/31/2023 |
Sigma Investment Counselors Inc. | 3,519 | $879 | 03/31/2024 |
VO | 3,519 | $879 | 03/31/2024 |
Advisor OS LLC | 3,776 | $878 | 12/31/2023 |
VO | 3,776 | $878 | 12/31/2023 |
MBM Wealth Consultants LLC | 3,508 | $877 | 03/31/2024 |
VO | 3,508 | $877 | 03/31/2024 |
StrategIQ Financial Group LLC | 3,764 | $876 | 12/31/2023 |
VO | 3,764 | $876 | 12/31/2023 |
Hobbs Group Advisors LLC | 3,763 | $875 | 12/31/2023 |
VO | 3,763 | $875 | 12/31/2023 |
LifePlan Financial LLC | 3,751 | $873 | 12/31/2023 |
VO | 3,751 | $873 | 12/31/2023 |
Aspen Grove Capital LLC | 3,775 | $871 | 12/31/2023 |
VO | 3,775 | $871 | 12/31/2023 |
Kuhn & Co Investment Counsel | 3,735 | $869 | 12/31/2023 |
VO | 3,735 | $869 | 12/31/2023 |
Plan Group Financial LLC | 3,465 | $866 | 03/31/2024 |
VO | 3,465 | $866 | 03/31/2024 |
Hancock Whitney Corp | 3,715 | $864 | 12/31/2023 |
VO | 3,715 | $864 | 12/31/2023 |
Betterment LLC | 3,702 | $861 | 12/31/2023 |
VO | 3,702 | $861 | 12/31/2023 |
Garde Capital Inc. | 3,698 | $860 | 12/31/2023 |
VO | 3,698 | $860 | 12/31/2023 |
Ardent Capital Management Inc. | 3,680 | $856 | 12/31/2023 |
VO | 3,680 | $856 | 12/31/2023 |
CIBC World Markets Inc. | 3,667 | $853 | 12/31/2023 |
VO | 3,667 | $853 | 12/31/2023 |
17 Capital Partners LLC | 3,404 | $851 | 03/31/2024 |
VO | 3,404 | $851 | 03/31/2024 |
Goodwin Investment Advisory | 3,659 | $851 | 12/31/2023 |
VO | 3,659 | $851 | 12/31/2023 |
Pecaut & CO. | 3,655 | $850 | 12/31/2023 |
VO | 3,655 | $850 | 12/31/2023 |
HBW Advisory Services LLC | 3,645 | $848 | 03/31/2024 |
VO | 3,645 | $848 | 03/31/2024 |
IFG Advisory LLC | 3,643 | $848 | 12/31/2023 |
VO | 3,643 | $848 | 12/31/2023 |
Legacy Private Trust Co. | 3,389 | $847 | 03/31/2024 |
VO | 3,389 | $847 | 03/31/2024 |
Heritage Financial Services LLC | 3,640 | $847 | 12/31/2023 |
VO | 3,640 | $847 | 12/31/2023 |
Independent Advisor Alliance | 3,808 | $840 | 12/31/2023 |
VO | 3,808 | $840 | 12/31/2023 |
Mill Creek Capital Advisors LLC | 3,605 | $839 | 12/31/2023 |
VO | 3,605 | $839 | 12/31/2023 |
Curi Capital | 3,564 | $829 | 12/31/2023 |
VO | 3,564 | $829 | 12/31/2023 |
Madden Advisory Services Inc. | 3,555 | $827 | 12/31/2023 |
VO | 3,555 | $827 | 12/31/2023 |
Capital Analysts LLC | 3,556 | $827 | 12/31/2023 |
VO | 3,556 | $827 | 12/31/2023 |
Johnson Financial Group Inc. | 3,547 | $825 | 12/31/2023 |
VO | 3,547 | $825 | 12/31/2023 |
Keystone Wealth Services LLC | 3,298 | $824 | 03/31/2024 |
VO | 3,298 | $824 | 03/31/2024 |
Aire Advisors LLC | 3,528 | $821 | 12/31/2023 |
VO | 3,528 | $821 | 12/31/2023 |
Oxford Financial Group Ltd. | 3,517 | $818 | 12/31/2023 |
VO | 3,517 | $818 | 12/31/2023 |
Melone Private Wealth LLC | 3,516 | $818 | 12/31/2023 |
VO | 3,516 | $818 | 12/31/2023 |
Rain Capital Management LLC | 3,510 | $817 | 12/31/2023 |
VO | 3,510 | $817 | 12/31/2023 |
LJI Wealth Management LLC | 3,512 | $817 | 12/31/2023 |
VO | 3,512 | $817 | 12/31/2023 |
ETF Store Inc. | 3,497 | $814 | 12/31/2023 |
VO | 3,497 | $814 | 12/31/2023 |
Plancorp LLC | 3,491 | $812 | 12/31/2023 |
VO | 3,491 | $812 | 12/31/2023 |
Interchange Capital Partners LLC | 3,500 | $810 | 12/31/2023 |
VO | 3,500 | $810 | 12/31/2023 |
Coastal Investment Advisors Inc. | 3,236 | $809 | 03/31/2024 |
VO | 3,236 | $809 | 03/31/2024 |
First Citizens Bank & Trust Co. | 3,221 | $805 | 03/31/2024 |
VO | 3,221 | $805 | 03/31/2024 |
Sovereign Financial Group Inc. | 3,216 | $804 | 03/31/2024 |
VO | 3,216 | $804 | 03/31/2024 |
Etesian Wealth Advisors Inc. | 3,212 | $803 | 03/31/2024 |
VO | 3,212 | $803 | 03/31/2024 |
Sapient Capital LLC | 3,209 | $802 | 03/31/2024 |
VO | 3,209 | $802 | 03/31/2024 |
U.S. Capital Wealth Advisors LLC | 3,446 | $802 | 12/31/2023 |
VO | 3,446 | $802 | 12/31/2023 |
Sound Income Strategies LLC | 3,207 | $801 | 03/31/2024 |
VO | 3,207 | $801 | 03/31/2024 |
WBH Advisory Inc. | 3,203 | $800 | 03/31/2024 |
VO | 3,203 | $800 | 03/31/2024 |
Mitchell Capital Management Co. | 3,420 | $796 | 12/31/2023 |
VO | 3,420 | $796 | 12/31/2023 |
Simon Quick Advisors LLC | 3,177 | $794 | 03/31/2024 |
VO | 3,177 | $794 | 03/31/2024 |
Lazard Asset Management LLC | 3,400 | $790 | 12/31/2023 |
VO | 3,400 | $790 | 12/31/2023 |
Waterloo Capital L.P. | 3,398 | $790 | 12/31/2023 |
VO | 3,398 | $790 | 12/31/2023 |
Blue Barn Wealth LLC | 3,397 | $790 | 12/31/2023 |
VO | 3,397 | $790 | 12/31/2023 |
Fisher Asset Management LLC | 3,387 | $788 | 12/31/2023 |
VO | 3,387 | $788 | 12/31/2023 |
Private Client Services LLC | 3,386 | $788 | 12/31/2023 |
VO | 3,386 | $788 | 12/31/2023 |
Monterey Private Wealth Inc. | 3,146 | $786 | 03/31/2024 |
VO | 3,146 | $786 | 03/31/2024 |
First County Bank CT | 3,372 | $784 | 12/31/2023 |
VO | 3,372 | $784 | 12/31/2023 |
Allegheny Financial Group LTD | 3,356 | $781 | 12/31/2023 |
VO | 3,356 | $781 | 12/31/2023 |
Oldfather Financial Services LLC | 3,117 | $779 | 03/31/2024 |
VO | 3,117 | $779 | 03/31/2024 |
New Century Financial Group LLC | 3,110 | $777 | 03/31/2024 |
VO | 3,110 | $777 | 03/31/2024 |
Atlantic Union Bankshares Corp | 3,078 | $769 | 03/31/2024 |
VO | 3,078 | $769 | 03/31/2024 |
Valley Forge Investment Consultants Inc. ADV | 3,304 | $769 | 12/31/2023 |
VO | 3,304 | $769 | 12/31/2023 |
Cambridge Trust Co. | 3,300 | $768 | 12/31/2023 |
VO | 3,300 | $768 | 12/31/2023 |
NTV Asset Management LLC | 3,287 | $765 | 12/31/2023 |
VO | 3,287 | $765 | 12/31/2023 |
Accredited Investors Inc. | 3,268 | $760 | 12/31/2023 |
VO | 3,268 | $760 | 12/31/2023 |
Collective Family Office LLC | 3,037 | $759 | 03/31/2024 |
VO | 3,037 | $759 | 03/31/2024 |
Channel Wealth LLC | 3,030 | $757 | 03/31/2024 |
VO | 3,030 | $757 | 03/31/2024 |
O ROURKE & COMPANY Inc | 3,013 | $753 | 03/31/2024 |
VO | 3,013 | $753 | 03/31/2024 |
FineMark National Bank & Trust | 3,235 | $753 | 12/31/2023 |
VO | 3,235 | $753 | 12/31/2023 |
Libra Wealth LLC | 3,237 | $753 | 12/31/2023 |
VO | 3,237 | $753 | 12/31/2023 |
Beirne Wealth Consulting Services LLC | 3,218 | $749 | 12/31/2023 |
VO | 3,218 | $749 | 12/31/2023 |
Cary Street Partners Asset Management LLC | 3,205 | $746 | 12/31/2023 |
VO | 3,205 | $746 | 12/31/2023 |
Freestone Capital Holdings LLC | 3,201 | $745 | 12/31/2023 |
VO | 3,201 | $745 | 12/31/2023 |
SC&H Financial Advisors Inc. | 3,193 | $743 | 12/31/2023 |
VO | 3,193 | $743 | 12/31/2023 |
Summit Investment Advisory Services LLC | 2,953 | $738 | 03/31/2024 |
VO | 2,953 | $738 | 03/31/2024 |
Cassaday & Co Wealth Management LLC | 3,165 | $736 | 12/31/2023 |
VO | 3,165 | $736 | 12/31/2023 |
Operose Advisors LLC | 3,151 | $733 | 12/31/2023 |
VO | 3,151 | $733 | 12/31/2023 |
Signaturefd LLC | 3,118 | $725 | 12/31/2023 |
VO | 3,118 | $725 | 12/31/2023 |
Advisory Alpha LLC | 3,118 | $725 | 12/31/2023 |
VO | 3,118 | $725 | 12/31/2023 |
Global Strategic Investment Solutions LLC | 3,115 | $725 | 12/31/2023 |
VO | 3,115 | $725 | 12/31/2023 |
Buttonwood Financial Advisors Inc. | 2,894 | $723 | 03/31/2024 |
VO | 2,894 | $723 | 03/31/2024 |
Muirfield Wealth Advisors LLC | 2,881 | $720 | 03/31/2024 |
VO | 2,881 | $720 | 03/31/2024 |
Fortitude Advisory Group L.L.C. | 3,089 | $719 | 12/31/2023 |
VO | 3,089 | $719 | 12/31/2023 |
Capital Investment Advisors LLC | 2,852 | $713 | 03/31/2024 |
VO | 2,852 | $713 | 03/31/2024 |
Independence Bank of Kentucky | 2,828 | $707 | 03/31/2024 |
VO | 2,828 | $707 | 03/31/2024 |
Private Wealth Group LLC | 2,826 | $706 | 03/31/2024 |
VO | 2,826 | $706 | 03/31/2024 |
Darden Wealth Group Inc | 3,028 | $704 | 12/31/2023 |
VO | 3,028 | $704 | 12/31/2023 |
Harbor Investment Advisory LLC | 2,813 | $703 | 03/31/2024 |
VO | 2,813 | $703 | 03/31/2024 |
First Business Financial Services Inc. | 3,012 | $701 | 12/31/2023 |
VO | 3,012 | $701 | 12/31/2023 |
Tranquility Partners LLC | 2,999 | $698 | 12/31/2023 |
VO | 2,999 | $698 | 12/31/2023 |
Columbia Advisory Partners LLC | 2,788 | $697 | 03/31/2024 |
VO | 2,788 | $697 | 03/31/2024 |
Geneos Wealth Management Inc. | 2,995 | $697 | 12/31/2023 |
VO | 2,995 | $697 | 12/31/2023 |
Platform Technology Partners | 2,955 | $696 | 12/31/2023 |
VO | 2,955 | $696 | 12/31/2023 |
Advance Capital Management Inc. | 2,783 | $695 | 03/31/2024 |
VO | 2,783 | $695 | 03/31/2024 |
Onyx Bridge Wealth Group LLC | 2,985 | $694 | 12/31/2023 |
VO | 2,985 | $694 | 12/31/2023 |
DB Wealth Management Group LLC | 2,970 | $691 | 12/31/2023 |
VO | 2,970 | $691 | 12/31/2023 |
Breakwater Capital Group | 2,747 | $686 | 03/31/2024 |
VO | 2,747 | $686 | 03/31/2024 |
Thomasville National Bank | 2,730 | $682 | 03/31/2024 |
VO | 2,730 | $682 | 03/31/2024 |
Ronald Blue Trust Inc. | 2,927 | $681 | 12/31/2023 |
VO | 2,927 | $681 | 12/31/2023 |
Moody Lynn & Lieberson LLC | 2,711 | $677 | 03/31/2024 |
VO | 2,711 | $677 | 03/31/2024 |
American National Bank | 2,707 | $676 | 03/31/2024 |
VO | 2,707 | $676 | 03/31/2024 |
Hutchens & Kramer Investment Management Group LLC | 2,906 | $676 | 12/31/2023 |
VO | 2,906 | $676 | 12/31/2023 |
Alpha Cubed Investments LLC | 2,686 | $671 | 03/31/2024 |
VO | 2,686 | $671 | 03/31/2024 |
Vantage Financial Partners LLC | 2,885 | $671 | 12/31/2023 |
VO | 2,885 | $671 | 12/31/2023 |
Northeast Financial Group Inc. | 2,671 | $667 | 03/31/2024 |
VO | 2,671 | $667 | 03/31/2024 |
Slow Capital Inc. | 2,656 | $664 | 03/31/2024 |
VO | 2,656 | $664 | 03/31/2024 |
GeoWealth Management LLC | 2,855 | $664 | 12/31/2023 |
VO | 2,855 | $664 | 12/31/2023 |
Cantor Fitzgerald Investment Adviser L.P. | 2,852 | $664 | 12/31/2023 |
VO | 2,852 | $664 | 12/31/2023 |
Garrison Point Advisors LLC | 2,852 | $664 | 12/31/2023 |
VO | 2,852 | $664 | 12/31/2023 |
Tritonpoint Wealth LLC | 2,652 | $663 | 03/31/2024 |
VO | 2,652 | $663 | 03/31/2024 |
Sheaff Brock Investment Advisors LLC | 2,850 | $663 | 12/31/2023 |
VO | 2,850 | $663 | 12/31/2023 |
Dfpg Investments LLC | 2,909 | $662 | 12/31/2023 |
VO | 2,909 | $662 | 12/31/2023 |
International Assets Investment Management LLC | 2,664 | $661 | 03/31/2024 |
VO | 2,664 | $661 | 03/31/2024 |
Mission Wealth Management LP | 2,834 | $659 | 12/31/2023 |
VO | 2,834 | $659 | 12/31/2023 |
Quadrant Capital Group LLC | 2,832 | $659 | 12/31/2023 |
VO | 2,832 | $659 | 12/31/2023 |
HBK Sorce Advisory LLC | 2,820 | $656 | 12/31/2023 |
VO | 2,820 | $656 | 12/31/2023 |
Aufman Associates Inc | 2,814 | $655 | 12/31/2023 |
VO | 2,814 | $655 | 12/31/2023 |
Webster Bank N. A. | 2,609 | $652 | 03/31/2024 |
VO | 2,609 | $652 | 03/31/2024 |
Aletheian Wealth Advisors LLC | 2,606 | $651 | 03/31/2024 |
VO | 2,606 | $651 | 03/31/2024 |
Matrix Private Capital Group LLC | 2,791 | $649 | 12/31/2023 |
VO | 2,791 | $649 | 12/31/2023 |
Horst & Graben Wealth Management LLC | 2,593 | $648 | 03/31/2024 |
VO | 2,593 | $648 | 03/31/2024 |
CWA Asset Management Group LLC | 2,777 | $646 | 12/31/2023 |
VO | 2,777 | $646 | 12/31/2023 |
Waldron Private Wealth LLC | 2,769 | $644 | 12/31/2023 |
VO | 2,769 | $644 | 12/31/2023 |
Litman Gregory Asset Management LLC | 2,758 | $642 | 12/31/2023 |
VO | 2,758 | $642 | 12/31/2023 |
Carolinas Wealth Consulting LLC | 2,748 | $639 | 12/31/2023 |
VO | 2,748 | $639 | 12/31/2023 |
American Institute for Advanced Investment Management LLP | 2,553 | $638 | 03/31/2024 |
VO | 2,553 | $638 | 03/31/2024 |
Americana Partners LLC | 2,744 | $638 | 12/31/2023 |
VO | 2,744 | $638 | 12/31/2023 |
Park Edge Advisors LLC | 2,551 | $637 | 03/31/2024 |
VO | 2,551 | $637 | 03/31/2024 |
Farmers & Merchants Trust Co of Chambersburg PA | 2,545 | $636 | 03/31/2024 |
VO | 2,545 | $636 | 03/31/2024 |
Sanibel Captiva Trust Company Inc. | 2,726 | $634 | 12/31/2023 |
VO | 2,726 | $634 | 12/31/2023 |
Welch Group LLC | 2,519 | $630 | 03/31/2024 |
VO | 2,519 | $630 | 03/31/2024 |
Eagle Wealth Strategies LLC | 2,540 | $630 | 03/31/2024 |
VO | 2,540 | $630 | 03/31/2024 |
Blossom Wealth Management | 2,516 | $629 | 03/31/2024 |
VO | 2,516 | $629 | 03/31/2024 |
Lee Danner & Bass Inc. | 2,701 | $628 | 12/31/2023 |
VO | 2,701 | $628 | 12/31/2023 |
Paulson Wealth Management Inc. | 2,701 | $628 | 12/31/2023 |
VO | 2,701 | $628 | 12/31/2023 |
Atomi Financial Group Inc. | 2,700 | $628 | 12/31/2023 |
VO | 2,700 | $628 | 12/31/2023 |
TNF LLC | 2,613 | $626 | 03/31/2024 |
VO | 2,613 | $626 | 03/31/2024 |
Townsquare Capital LLC | 2,667 | $621 | 12/31/2023 |
VO | 2,667 | $621 | 12/31/2023 |
BSW Wealth Partners | 2,472 | $618 | 03/31/2024 |
VO | 2,472 | $618 | 03/31/2024 |
Stockman Wealth Management Inc. | 2,462 | $615 | 03/31/2024 |
VO | 2,462 | $615 | 03/31/2024 |
Mengis Capital Management Inc. | 2,638 | $614 | 12/31/2023 |
VO | 2,638 | $614 | 12/31/2023 |
Sonoma Private Wealth LLC | 2,640 | $614 | 12/31/2023 |
VO | 2,640 | $614 | 12/31/2023 |
Howard Capital Management Group LLC | 2,453 | $613 | 03/31/2024 |
VO | 2,453 | $613 | 03/31/2024 |
Herold Advisors Inc. | 2,631 | $612 | 12/31/2023 |
VO | 2,631 | $612 | 12/31/2023 |
Fulton Bank N.A. | 2,442 | $610 | 03/31/2024 |
VO | 2,442 | $610 | 03/31/2024 |
Capital Advisors Inc. OK | 2,622 | $610 | 12/31/2023 |
VO | 2,622 | $610 | 12/31/2023 |
JJJ Advisors Inc. | 2,428 | $607 | 03/31/2024 |
VO | 2,428 | $607 | 03/31/2024 |
Westshore Wealth LLC | 2,610 | $607 | 12/31/2023 |
VO | 2,610 | $607 | 12/31/2023 |
Naples Global Advisors LLC | 2,579 | $600 | 12/31/2023 |
VO | 2,579 | $600 | 12/31/2023 |
RDA Financial Network | 2,396 | $599 | 03/31/2024 |
VO | 2,396 | $599 | 03/31/2024 |
Olistico Wealth LLC | 2,392 | $598 | 03/31/2024 |
VO | 2,392 | $598 | 03/31/2024 |
Penn Capital Management Co. Inc. | 2,570 | $598 | 12/31/2023 |
VO | 2,570 | $598 | 12/31/2023 |
Gryphon Financial Partners LLC | 2,569 | $598 | 12/31/2023 |
VO | 2,569 | $598 | 12/31/2023 |
Leonard Rickey Investment Advisors P.L.L.C. | 2,386 | $596 | 03/31/2024 |
VO | 2,386 | $596 | 03/31/2024 |
TAP Consulting LLC | 2,382 | $595 | 03/31/2024 |
VO | 2,382 | $595 | 03/31/2024 |
Adamsbrown Wealth Consultants LLC | 2,545 | $592 | 12/31/2023 |
VO | 2,545 | $592 | 12/31/2023 |
Pachira Investments Inc. | 2,361 | $590 | 03/31/2024 |
VO | 2,361 | $590 | 03/31/2024 |
DF Dent & Co. Inc. | 2,533 | $589 | 12/31/2023 |
VO | 2,533 | $589 | 12/31/2023 |
Sonata Capital Group Inc. | 2,512 | $584 | 12/31/2023 |
VO | 2,512 | $584 | 12/31/2023 |
Wambolt & Associates LLC | 2,512 | $584 | 12/31/2023 |
VO | 2,512 | $584 | 12/31/2023 |
First Bank & Trust | 2,330 | $582 | 03/31/2024 |
VO | 2,330 | $582 | 03/31/2024 |
Grandfield & Dodd LLC | 2,494 | $580 | 12/31/2023 |
VO | 2,494 | $580 | 12/31/2023 |
BIP Wealth LLC | 2,495 | $580 | 12/31/2023 |
VO | 2,495 | $580 | 12/31/2023 |
Warwick Investment Management Inc. | 2,493 | $580 | 12/31/2023 |
VO | 2,493 | $580 | 12/31/2023 |
Annex Advisory Services LLC | 2,315 | $578 | 03/31/2024 |
VO | 2,315 | $578 | 03/31/2024 |
Milestone Investment Advisors LLC | 2,480 | $577 | 12/31/2023 |
VO | 2,480 | $577 | 12/31/2023 |
TFB Advisors LLC | 2,476 | $576 | 12/31/2023 |
VO | 2,476 | $576 | 12/31/2023 |
Blue Bell Private Wealth Management LLC | 2,294 | $573 | 03/31/2024 |
VO | 2,294 | $573 | 03/31/2024 |
Robertson Stephens Wealth Management LLC | 2,465 | $573 | 12/31/2023 |
VO | 2,465 | $573 | 12/31/2023 |
Accel Wealth Management | 2,286 | $571 | 03/31/2024 |
VO | 2,286 | $571 | 03/31/2024 |
Diligent Investors LLC | 2,455 | $571 | 12/31/2023 |
VO | 2,455 | $571 | 12/31/2023 |
Willis Investment Counsel | 2,276 | $569 | 03/31/2024 |
VO | 2,276 | $569 | 03/31/2024 |
Mascoma Wealth Management LLC | 2,446 | $569 | 12/31/2023 |
VO | 2,446 | $569 | 12/31/2023 |
Financial Strategies Group Inc. | 2,250 | $557 | 03/31/2024 |
VO | 2,250 | $557 | 03/31/2024 |
Wade G W & Inc. | 2,366 | $550 | 12/31/2023 |
VO | 2,366 | $550 | 12/31/2023 |
Financial Network Wealth Management LLC | 2,365 | $550 | 12/31/2023 |
VO | 2,365 | $550 | 12/31/2023 |
Falcon Wealth Planning | 2,196 | $549 | 03/31/2024 |
VO | 2,196 | $549 | 03/31/2024 |
Silverlake Wealth Management LLC | 2,197 | $549 | 03/31/2024 |
VO | 2,197 | $549 | 03/31/2024 |
Ferguson Wellman Capital Management Inc. | 2,193 | $548 | 03/31/2024 |
VO | 2,193 | $548 | 03/31/2024 |
Novak & Powell Financial Services Inc. | 2,365 | $548 | 12/31/2023 |
VO | 2,365 | $548 | 12/31/2023 |
Sequent Asset Management LLC | 2,187 | $546 | 03/31/2024 |
VO | 2,187 | $546 | 03/31/2024 |
Sunburst Financial Group LLC | 2,201 | $546 | 03/31/2024 |
VO | 2,201 | $546 | 03/31/2024 |
S&T Bank | 2,337 | $544 | 12/31/2023 |
VO | 2,337 | $544 | 12/31/2023 |
Diversified Portfolios Inc. | 2,335 | $543 | 12/31/2023 |
VO | 2,335 | $543 | 12/31/2023 |
Kennicott Capital Management LLC | 2,168 | $542 | 03/31/2024 |
VO | 2,168 | $542 | 03/31/2024 |
Oakworth Capital Inc. | 2,165 | $541 | 03/31/2024 |
VO | 2,165 | $541 | 03/31/2024 |
Ehrlich Financial Group | 2,162 | $540 | 03/31/2024 |
VO | 2,162 | $540 | 03/31/2024 |
Moser Wealth Advisors LLC | 2,315 | $539 | 12/31/2023 |
VO | 2,315 | $539 | 12/31/2023 |
Pacitti Group Inc. | 2,312 | $538 | 12/31/2023 |
VO | 2,312 | $538 | 12/31/2023 |
Clarity Capital Advisors LLC | 2,149 | $537 | 03/31/2024 |
VO | 2,149 | $537 | 03/31/2024 |
GW&K Investment Management LLC | 2,303 | $536 | 12/31/2023 |
VO | 2,303 | $536 | 12/31/2023 |
Cove Private Wealth LLC | 2,303 | $536 | 12/31/2023 |
VO | 2,303 | $536 | 12/31/2023 |
Francis Financial Inc. | 2,140 | $535 | 03/31/2024 |
VO | 2,140 | $535 | 03/31/2024 |
DGS Capital Management LLC | 2,141 | $535 | 03/31/2024 |
VO | 2,141 | $535 | 03/31/2024 |
Birchcreek Wealth Management LLC | 2,299 | $535 | 12/31/2023 |
VO | 2,299 | $535 | 12/31/2023 |
ICA Group Wealth Management LLC | 2,285 | $533 | 12/31/2023 |
VO | 2,285 | $533 | 12/31/2023 |
Kelman Lazarov Inc. | 2,287 | $532 | 12/31/2023 |
VO | 2,287 | $532 | 12/31/2023 |
One Wealth Management Investment & Advisory Services LLC | 2,287 | $532 | 12/31/2023 |
VO | 2,287 | $532 | 12/31/2023 |
Fiduciary Alliance LLC | 2,132 | $529 | 03/31/2024 |
VO | 2,132 | $529 | 03/31/2024 |
Hibernia Wealth Partners LLC | 2,273 | $529 | 12/31/2023 |
VO | 2,273 | $529 | 12/31/2023 |
Lodestone Wealth Management LLC | 2,265 | $527 | 12/31/2023 |
VO | 2,265 | $527 | 12/31/2023 |
Beaumont Financial Advisors LLC | 2,256 | $525 | 12/31/2023 |
VO | 2,256 | $525 | 12/31/2023 |
Pacific Sun Financial Corp | 2,248 | $523 | 12/31/2023 |
VO | 2,248 | $523 | 12/31/2023 |
Meridian Wealth Partners LLC | 2,234 | $520 | 12/31/2023 |
VO | 2,234 | $520 | 12/31/2023 |
MN Wealth Advisors LLC | 2,225 | $518 | 12/31/2023 |
VO | 2,225 | $518 | 12/31/2023 |
Colonial Trust Co SC | 2,219 | $516 | 12/31/2023 |
VO | 2,219 | $516 | 12/31/2023 |
Tcwp LLC | 2,204 | $513 | 12/31/2023 |
VO | 2,204 | $513 | 12/31/2023 |
Wells Trecaso Financial Group LLC | 2,038 | $509 | 03/31/2024 |
VO | 2,038 | $509 | 03/31/2024 |
Trexquant Investment LP | 2,189 | $509 | 12/31/2023 |
VO | 2,189 | $509 | 12/31/2023 |
Winthrop Capital Management LLC | 2,188 | $509 | 12/31/2023 |
VO | 2,188 | $509 | 12/31/2023 |
Busey Wealth Management | 2,026 | $506 | 03/31/2024 |
VO | 2,026 | $506 | 03/31/2024 |
Mayfair Advisory Group LLC | 2,025 | $506 | 03/31/2024 |
VO | 2,025 | $506 | 03/31/2024 |
SFG Wealth Management LLC. | 2,021 | $505 | 03/31/2024 |
VO | 2,021 | $505 | 03/31/2024 |
Strategic Blueprint LLC | 2,013 | $503 | 03/31/2024 |
VO | 2,013 | $503 | 03/31/2024 |
Nottingham Advisors Inc. | 2,163 | $503 | 12/31/2023 |
VO | 2,163 | $503 | 12/31/2023 |
Papp L Roy & Associates | 1,998 | $499 | 03/31/2024 |
VO | 1,998 | $499 | 03/31/2024 |
Girard Partners LTD. | 2,137 | $497 | 12/31/2023 |
VO | 2,137 | $497 | 12/31/2023 |
Jacobi Capital Management LLC | 2,133 | $496 | 12/31/2023 |
VO | 2,133 | $496 | 12/31/2023 |
Galvin Gaustad & Stein LLC | 1,979 | $494 | 03/31/2024 |
VO | 1,979 | $494 | 03/31/2024 |
Basso Capital Management L.P. | 2,125 | $494 | 12/31/2023 |
VO | 2,125 | $494 | 12/31/2023 |
Baldwin Investment Management LLC | 2,109 | $491 | 12/31/2023 |
VO | 2,109 | $491 | 12/31/2023 |
Strategic Wealth Partners Group LLC | 2,112 | $491 | 12/31/2023 |
VO | 2,112 | $491 | 12/31/2023 |
Financial Alternatives Inc | 2,110 | $491 | 12/31/2023 |
VO | 2,110 | $491 | 12/31/2023 |
180 Wealth Advisors LLC | 1,959 | $489 | 03/31/2024 |
VO | 1,959 | $489 | 03/31/2024 |
Lyell Wealth Management LP | 2,097 | $488 | 12/31/2023 |
VO | 2,097 | $488 | 12/31/2023 |
Moloney Securities Asset Management LLC | 2,096 | $488 | 12/31/2023 |
VO | 2,096 | $488 | 12/31/2023 |
Paces Ferry Wealth Advisors LLC | 2,097 | $488 | 12/31/2023 |
VO | 2,097 | $488 | 12/31/2023 |
Magnolia Capital Management Ltd. | 1,950 | $487 | 03/31/2024 |
VO | 1,950 | $487 | 03/31/2024 |
Boston Financial Mangement LLC | 2,091 | $486 | 12/31/2023 |
VO | 2,091 | $486 | 12/31/2023 |
Baron Wealth Management LLC | 2,090 | $486 | 12/31/2023 |
VO | 2,090 | $486 | 12/31/2023 |
Modern Wealth Management LLC | 2,087 | $486 | 12/31/2023 |
VO | 2,087 | $486 | 12/31/2023 |
Claro Advisors LLC | 1,942 | $485 | 03/31/2024 |
VO | 1,942 | $485 | 03/31/2024 |
Burkett Financial Services LLC | 1,925 | $481 | 03/31/2024 |
VO | 1,925 | $481 | 03/31/2024 |
Octavia Wealth Advisors LLC | 1,903 | $475 | 03/31/2024 |
VO | 1,903 | $475 | 03/31/2024 |
Palisade Asset Management LLC | 2,037 | $474 | 12/31/2023 |
VO | 2,037 | $474 | 12/31/2023 |
Sterling Financial Planning Inc. | 2,039 | $474 | 12/31/2023 |
VO | 2,039 | $474 | 12/31/2023 |
Green Harvest Asset Management LLC | 2,037 | $474 | 12/31/2023 |
VO | 2,037 | $474 | 12/31/2023 |
Family Firm Inc. | 2,034 | $473 | 12/31/2023 |
VO | 2,034 | $473 | 12/31/2023 |
National Wealth Management Group LLC | 2,033 | $473 | 12/31/2023 |
VO | 2,033 | $473 | 12/31/2023 |
Parkside Financial Bank & Trust | 1,997 | $464 | 12/31/2023 |
VO | 1,997 | $464 | 12/31/2023 |
WealthPLAN Partners LLC | 1,994 | $464 | 12/31/2023 |
VO | 1,994 | $464 | 12/31/2023 |
Pacific Sage Partners LLC | 1,848 | $462 | 03/31/2024 |
VO | 1,848 | $462 | 03/31/2024 |
Brown Brothers Harriman & Co. | 1,971 | $459 | 12/31/2023 |
VO | 1,971 | $459 | 12/31/2023 |
Pettyjohn Wood & White Inc. | 1,963 | $457 | 12/31/2023 |
VO | 1,963 | $457 | 12/31/2023 |
Penobscot Investment Management Company Inc. | 1,964 | $457 | 12/31/2023 |
VO | 1,964 | $457 | 12/31/2023 |
Cannell Peter B & Co. Inc. | 1,959 | $456 | 12/31/2023 |
VO | 1,959 | $456 | 12/31/2023 |
Synergy Financial Group LTD | 1,956 | $455 | 12/31/2023 |
VO | 1,956 | $455 | 12/31/2023 |
Keeley Teton Advisors LLC | 1,937 | $451 | 12/31/2023 |
VO | 1,937 | $451 | 12/31/2023 |
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 1,900 | $450 | 03/31/2024 |
VO | 1,900 | $450 | 03/31/2024 |
Ascent Group LLC | 1,906 | $449 | 12/31/2023 |
VO | 1,906 | $449 | 12/31/2023 |
Shira Ridge Wealth Management | 1,792 | $448 | 03/31/2024 |
VO | 1,792 | $448 | 03/31/2024 |
Red Door Wealth Management LLC | 1,789 | $447 | 03/31/2024 |
VO | 1,789 | $447 | 03/31/2024 |
Sage Mountain Advisors LLC | 1,790 | $447 | 03/31/2024 |
VO | 1,790 | $447 | 03/31/2024 |
Bensler LLC | 1,921 | $447 | 12/31/2023 |
VO | 1,921 | $447 | 12/31/2023 |
American National Bank & Trust Co. VA | 1,773 | $443 | 03/31/2024 |
VO | 1,773 | $443 | 03/31/2024 |
McGuire Investment Group LLC | 1,771 | $443 | 03/31/2024 |
VO | 1,771 | $443 | 03/31/2024 |
Stokes Family Office LLC | 1,898 | $442 | 12/31/2023 |
VO | 1,898 | $442 | 12/31/2023 |
Values Added Financial LLC | 1,755 | $439 | 03/31/2024 |
VO | 1,755 | $439 | 03/31/2024 |
NorthLanding Financial Partners LLC | 1,888 | $439 | 12/31/2023 |
VO | 1,888 | $439 | 12/31/2023 |
GSB Wealth Management LLC | 1,884 | $438 | 12/31/2023 |
VO | 1,884 | $438 | 12/31/2023 |
Disciplined Investments LLC | 1,744 | $436 | 03/31/2024 |
VO | 1,744 | $436 | 03/31/2024 |
TI Trust Inc. | 1,735 | $434 | 03/31/2024 |
VO | 1,735 | $434 | 03/31/2024 |
First Interstate Bank | 1,865 | $434 | 12/31/2023 |
VO | 1,865 | $434 | 12/31/2023 |
Orcam Financial Group | 1,857 | $432 | 12/31/2023 |
VO | 1,857 | $432 | 12/31/2023 |
Granite Harbor Advisors Inc. | 1,847 | $430 | 12/31/2023 |
VO | 1,847 | $430 | 12/31/2023 |
North Star Asset Management Inc. | 1,845 | $429 | 12/31/2023 |
VO | 1,845 | $429 | 12/31/2023 |
Athena Investment Management | 1,839 | $428 | 12/31/2023 |
VO | 1,839 | $428 | 12/31/2023 |
Arthur M. Cohen & Associates LLC | 1,706 | $426 | 03/31/2024 |
VO | 1,706 | $426 | 03/31/2024 |
Echo Wealth Management LLC | 1,701 | $425 | 03/31/2024 |
VO | 1,701 | $425 | 03/31/2024 |
L.M. Kohn & Company | 1,697 | $424 | 03/31/2024 |
VO | 1,697 | $424 | 03/31/2024 |
Walden Wealth Partners LLC | 1,741 | $424 | 03/31/2024 |
VO | 1,741 | $424 | 03/31/2024 |
Legacy Financial Advisors Inc. | 1,819 | $423 | 12/31/2023 |
VO | 1,819 | $423 | 12/31/2023 |
Fairview Capital Investment Management LLC | 1,815 | $422 | 12/31/2023 |
VO | 1,815 | $422 | 12/31/2023 |
Investmark Advisory Group LLC | 1,807 | $420 | 12/31/2023 |
VO | 1,807 | $420 | 12/31/2023 |
Beacon Investment Advisory Services Inc. | 1,802 | $419 | 12/31/2023 |
VO | 1,802 | $419 | 12/31/2023 |
Unionview LLC | 1,799 | $419 | 12/31/2023 |
VO | 1,799 | $419 | 12/31/2023 |
Verum Partners LLC | 1,673 | $418 | 03/31/2024 |
VO | 1,673 | $418 | 03/31/2024 |
Grant GrossMendelsohn LLC | 1,687 | $417 | 03/31/2024 |
VO | 1,687 | $417 | 03/31/2024 |
Bremer Bank National Association | 1,664 | $416 | 03/31/2024 |
VO | 1,664 | $416 | 03/31/2024 |
Honkamp Krueger Financial Services Inc. | 1,788 | $416 | 12/31/2023 |
VO | 1,788 | $416 | 12/31/2023 |
RAM Investment Partners LLC | 1,787 | $416 | 12/31/2023 |
VO | 1,787 | $416 | 12/31/2023 |
Live Oak Private Wealth LLC | 1,655 | $414 | 03/31/2024 |
VO | 1,655 | $414 | 03/31/2024 |
Heirloom Wealth Management | 1,652 | $413 | 03/31/2024 |
VO | 1,652 | $413 | 03/31/2024 |
Joseph P. Lucia & Associates LLC | 1,753 | $408 | 12/31/2023 |
VO | 1,753 | $408 | 12/31/2023 |
Journey Strategic Wealth LLC | 1,753 | $408 | 12/31/2023 |
VO | 1,753 | $408 | 12/31/2023 |
Investment Partners Asset Management Inc. | 1,624 | $406 | 03/31/2024 |
VO | 1,624 | $406 | 03/31/2024 |
Traverso Chambers Private Wealth Management LLC | 1,743 | $405 | 12/31/2023 |
VO | 1,743 | $405 | 12/31/2023 |
Financial Partners Group Inc | 1,731 | $403 | 12/31/2023 |
VO | 1,731 | $403 | 12/31/2023 |
ETF Portfolio Partners Inc. | 1,724 | $401 | 12/31/2023 |
VO | 1,724 | $401 | 12/31/2023 |
Signet Financial Management LLC | 1,601 | $400 | 03/31/2024 |
VO | 1,601 | $400 | 03/31/2024 |
Epic Trust Investment Advisors LLC | 1,601 | $400 | 03/31/2024 |
VO | 1,601 | $400 | 03/31/2024 |
Ellsworth Advisors LLC | 1,663 | $399 | 03/31/2024 |
VO | 1,663 | $399 | 03/31/2024 |
Walled Lake Planning & Wealth Management LLC | 1,711 | $398 | 12/31/2023 |
VO | 1,711 | $398 | 12/31/2023 |
Summit Wealth & Retirement Planning Inc. | 1,699 | $395 | 12/31/2023 |
VO | 1,699 | $395 | 12/31/2023 |
Washington Trust Bank | 1,693 | $394 | 12/31/2023 |
VO | 1,693 | $394 | 12/31/2023 |
QRG Capital Management Inc. | 1,694 | $394 | 12/31/2023 |
VO | 1,694 | $394 | 12/31/2023 |
Levy Wealth Management Group LLC | 1,690 | $393 | 03/31/2024 |
VO | 1,690 | $393 | 03/31/2024 |
First Financial Bank Trust Division | 1,568 | $392 | 03/31/2024 |
VO | 1,568 | $392 | 03/31/2024 |
Berger Financial Group Inc | 1,568 | $392 | 03/31/2024 |
VO | 1,568 | $392 | 03/31/2024 |
Ratio Wealth Group | 1,687 | $392 | 12/31/2023 |
VO | 1,687 | $392 | 12/31/2023 |
Saxon Interests Inc. | 1,565 | $391 | 03/31/2024 |
VO | 1,565 | $391 | 03/31/2024 |
Townsend Asset Management Corp NC ADV | 1,671 | $389 | 12/31/2023 |
VO | 1,671 | $389 | 12/31/2023 |
First Western Trust Bank | 1,670 | $389 | 12/31/2023 |
VO | 1,670 | $389 | 12/31/2023 |
Transform Wealth LLC | 1,547 | $387 | 03/31/2024 |
VO | 1,547 | $387 | 03/31/2024 |
Schwallier Wealth Management LLC | 1,660 | $386 | 12/31/2023 |
VO | 1,660 | $386 | 12/31/2023 |
Mathes Company Inc. | 1,647 | $383 | 12/31/2023 |
VO | 1,647 | $383 | 12/31/2023 |
Stonebridge Financial Planning Group LLC | 1,647 | $383 | 12/31/2023 |
VO | 1,647 | $383 | 12/31/2023 |
Logan Capital Management Inc. | 1,642 | $382 | 12/31/2023 |
VO | 1,642 | $382 | 12/31/2023 |
MontVue Capital Management Inc. | 1,626 | $378 | 12/31/2023 |
VO | 1,626 | $378 | 12/31/2023 |
McAdam LLC | 1,502 | $375 | 03/31/2024 |
VO | 1,502 | $375 | 03/31/2024 |
River Wealth Advisors LLC | 1,606 | $374 | 12/31/2023 |
VO | 1,606 | $374 | 12/31/2023 |
VERITY Wealth Advisors | 1,487 | $371 | 03/31/2024 |
VO | 1,487 | $371 | 03/31/2024 |
Voya Financial Advisors Inc. | 1,581 | $370 | 12/31/2023 |
VO | 1,581 | $370 | 12/31/2023 |
Investment Advisory Group LLC | 1,589 | $370 | 12/31/2023 |
VO | 1,589 | $370 | 12/31/2023 |
Pegasus Partners Ltd. | 1,477 | $369 | 03/31/2024 |
VO | 1,477 | $369 | 03/31/2024 |
NorthRock Partners LLC | 1,579 | $367 | 12/31/2023 |
VO | 1,579 | $367 | 12/31/2023 |
Wayfinding Financial LLC | 1,571 | $365 | 12/31/2023 |
VO | 1,571 | $365 | 12/31/2023 |
Sara Bay Financial | 1,468 | $364 | 03/31/2024 |
VO | 1,468 | $364 | 03/31/2024 |
Willis Johnson & Associates Inc. | 1,458 | $364 | 03/31/2024 |
VO | 1,458 | $364 | 03/31/2024 |
Vertex Planning Partners LLC | 1,560 | $363 | 12/31/2023 |
VO | 1,560 | $363 | 12/31/2023 |
Sunflower Bank N.A. | 1,449 | $362 | 03/31/2024 |
VO | 1,449 | $362 | 03/31/2024 |
Madison Park Capital Advisors LLC | 1,449 | $362 | 03/31/2024 |
VO | 1,449 | $362 | 03/31/2024 |
Willow Creek Wealth Management Inc. | 1,554 | $362 | 12/31/2023 |
VO | 1,554 | $362 | 12/31/2023 |
Tower View Investment Management & Research LLC | 1,551 | $361 | 12/31/2023 |
VO | 1,551 | $361 | 12/31/2023 |
Gries Financial LLC | 1,549 | $360 | 12/31/2023 |
VO | 1,549 | $360 | 12/31/2023 |
Sloy Dahl & Holst LLC | 1,435 | $359 | 03/31/2024 |
VO | 1,435 | $359 | 03/31/2024 |
Alta Wealth Advisors LLC | 1,539 | $358 | 12/31/2023 |
VO | 1,539 | $358 | 12/31/2023 |
Congress Asset Management Co. MA | 1,428 | $357 | 03/31/2024 |
VO | 1,428 | $357 | 03/31/2024 |
Valley National Advisers Inc. | 1,427 | $356 | 03/31/2024 |
VO | 1,427 | $356 | 03/31/2024 |
H&H Retirement Design & Management INC | 1,485 | $352 | 03/31/2024 |
VO | 1,485 | $352 | 03/31/2024 |
Raymond James Trust CO. of NH | 1,408 | $352 | 03/31/2024 |
VO | 1,408 | $352 | 03/31/2024 |
Northwest Bank & Trust Co | 1,511 | $352 | 12/31/2023 |
VO | 1,511 | $352 | 12/31/2023 |
Edge Financial Advisors LLC | 1,407 | $351 | 03/31/2024 |
VO | 1,407 | $351 | 03/31/2024 |
Greenleaf Trust | 1,503 | $350 | 12/31/2023 |
VO | 1,503 | $350 | 12/31/2023 |
Avitas Wealth Management LLC | 1,397 | $349 | 03/31/2024 |
VO | 1,397 | $349 | 03/31/2024 |
Dentgroup LLC | 1,396 | $349 | 03/31/2024 |
VO | 1,396 | $349 | 03/31/2024 |
Edgemoor Investment Advisors Inc. | 1,500 | $349 | 12/31/2023 |
VO | 1,500 | $349 | 12/31/2023 |
Strategic Financial Services Inc | 1,500 | $349 | 12/31/2023 |
VO | 1,500 | $349 | 12/31/2023 |
Wimmer Associates 1 LLC | 1,502 | $349 | 12/31/2023 |
VO | 1,502 | $349 | 12/31/2023 |
Redwood Financial Network Corp | 1,501 | $349 | 12/31/2023 |
VO | 1,501 | $349 | 12/31/2023 |
Toth Financial Advisory Corp | 1,395 | $348 | 03/31/2024 |
VO | 1,395 | $348 | 03/31/2024 |
Signal Advisors Wealth LLC | 1,392 | $348 | 03/31/2024 |
VO | 1,392 | $348 | 03/31/2024 |
Riverstone Advisors LLC | 1,490 | $347 | 12/31/2023 |
VO | 1,490 | $347 | 12/31/2023 |
Caldwell Sutter Capital Inc. | 1,383 | $346 | 03/31/2024 |
VO | 1,383 | $346 | 03/31/2024 |
Catalytic Wealth RIA LLC | 1,489 | $346 | 12/31/2023 |
VO | 1,489 | $346 | 12/31/2023 |
First National Bank of Mount Dora Trust Investment Services | 1,381 | $345 | 03/31/2024 |
VO | 1,381 | $345 | 03/31/2024 |
Fort Pitt Capital Group LLC | 1,375 | $344 | 03/31/2024 |
VO | 1,375 | $344 | 03/31/2024 |
Becker Capital Management Inc. | 1,477 | $344 | 12/31/2023 |
VO | 1,477 | $344 | 12/31/2023 |
Garrett Investment Advisors LLC | 1,371 | $343 | 03/31/2024 |
VO | 1,371 | $343 | 03/31/2024 |
LifeGuide Financial Advisors LLC | 1,364 | $341 | 03/31/2024 |
VO | 1,364 | $341 | 03/31/2024 |
JFS Wealth Advisors LLC | 1,466 | $341 | 12/31/2023 |
VO | 1,466 | $341 | 12/31/2023 |
Strategic Equity Management | 1,358 | $339 | 03/31/2024 |
VO | 1,358 | $339 | 03/31/2024 |
Wealthstream Advisors Inc. | 1,459 | $339 | 12/31/2023 |
VO | 1,459 | $339 | 12/31/2023 |
Howard Wealth Management LLC | 1,454 | $338 | 12/31/2023 |
VO | 1,454 | $338 | 12/31/2023 |
Moors & Cabot Inc. | 1,448 | $337 | 12/31/2023 |
VO | 1,448 | $337 | 12/31/2023 |
Coastline Trust Co | 1,336 | $334 | 03/31/2024 |
VO | 1,336 | $334 | 03/31/2024 |
Strategic Advisors LLC | 1,336 | $334 | 03/31/2024 |
VO | 1,336 | $334 | 03/31/2024 |
Guyasuta Investment Advisors Inc. | 1,431 | $333 | 03/31/2024 |
VO | 1,431 | $333 | 03/31/2024 |
Flower City Capital | 1,327 | $331 | 03/31/2024 |
VO | 1,327 | $331 | 03/31/2024 |
Confluence Wealth Services Inc. | 1,323 | $331 | 03/31/2024 |
VO | 1,323 | $331 | 03/31/2024 |
Regent Peak Wealth Advisors LLC | 1,423 | $331 | 12/31/2023 |
VO | 1,423 | $331 | 12/31/2023 |
KWB Wealth | 1,322 | $330 | 03/31/2024 |
VO | 1,322 | $330 | 03/31/2024 |
Cora Capital Advisors LLC | 1,311 | $328 | 03/31/2024 |
VO | 1,311 | $328 | 03/31/2024 |
New England Private Wealth Advisors LLC | 1,410 | $328 | 12/31/2023 |
VO | 1,410 | $328 | 12/31/2023 |
HT Partners LLC | 1,305 | $326 | 03/31/2024 |
VO | 1,305 | $326 | 03/31/2024 |
Paragon Advisors LLC | 1,400 | $326 | 12/31/2023 |
VO | 1,400 | $326 | 12/31/2023 |
Cooper Financial Group | 1,298 | $324 | 03/31/2024 |
VO | 1,298 | $324 | 03/31/2024 |
Security National Bank of SO Dak | 1,391 | $324 | 12/31/2023 |
VO | 1,391 | $324 | 12/31/2023 |
New Republic Capital LLC | 1,391 | $324 | 12/31/2023 |
VO | 1,391 | $324 | 12/31/2023 |
TCG Advisory Services LLC | 1,384 | $322 | 12/31/2023 |
VO | 1,384 | $322 | 12/31/2023 |
Penobscot Wealth Management | 1,382 | $322 | 12/31/2023 |
VO | 1,382 | $322 | 12/31/2023 |
Personal CFO Solutions LLC | 1,381 | $321 | 12/31/2023 |
VO | 1,381 | $321 | 12/31/2023 |
Detalus Advisors LLC | 1,283 | $320 | 03/31/2024 |
VO | 1,283 | $320 | 03/31/2024 |
Howland Capital Management LLC | 1,375 | $320 | 12/31/2023 |
VO | 1,375 | $320 | 12/31/2023 |
FRG Family Wealth Advisors LLC | 1,369 | $318 | 12/31/2023 |
VO | 1,369 | $318 | 12/31/2023 |
Lowery Thomas LLC | 1,369 | $318 | 12/31/2023 |
VO | 1,369 | $318 | 12/31/2023 |
Jane Street Group LLC | 1,362 | $317 | 12/31/2023 |
VO | 1,362 | $317 | 12/31/2023 |
Client 1ST Advisory Group LLC | 1,358 | $316 | 12/31/2023 |
VO | 1,358 | $316 | 12/31/2023 |
Compass Financial Group INC SD | 1,259 | $315 | 03/31/2024 |
VO | 1,259 | $315 | 03/31/2024 |
Intrepid Financial Planning Group LLC | 1,355 | $315 | 12/31/2023 |
VO | 1,355 | $315 | 12/31/2023 |
Atlantic Trust LLC | 1,352 | $315 | 12/31/2023 |
VO | 1,352 | $315 | 12/31/2023 |
CWS Financial Advisors LLC | 1,354 | $315 | 12/31/2023 |
VO | 1,354 | $315 | 12/31/2023 |
Avaii Wealth Management LLC | 1,355 | $315 | 12/31/2023 |
VO | 1,355 | $315 | 12/31/2023 |
Childress Capital Advisors LLC | 1,253 | $313 | 03/31/2024 |
VO | 1,253 | $313 | 03/31/2024 |
David J Yvars Group | 1,243 | $311 | 03/31/2024 |
VO | 1,243 | $311 | 03/31/2024 |
Morton Capital Management LLC CA | 1,241 | $310 | 03/31/2024 |
VO | 1,241 | $310 | 03/31/2024 |
Fairfield Bush & CO. | 1,331 | $310 | 12/31/2023 |
VO | 1,331 | $310 | 12/31/2023 |
Forum Financial Management LP | 1,334 | $310 | 12/31/2023 |
VO | 1,334 | $310 | 12/31/2023 |
Independence Asset Advisors LLC | 1,238 | $309 | 03/31/2024 |
VO | 1,238 | $309 | 03/31/2024 |
Founders Financial Alliance LLC | 1,327 | $309 | 12/31/2023 |
VO | 1,327 | $309 | 12/31/2023 |
Delta Financial Group Inc. | 1,328 | $309 | 12/31/2023 |
VO | 1,328 | $309 | 12/31/2023 |
First National Advisers LLC | 1,318 | $307 | 12/31/2023 |
VO | 1,318 | $307 | 12/31/2023 |
Savvy Advisors Inc. | 1,318 | $307 | 12/31/2023 |
VO | 1,318 | $307 | 12/31/2023 |
YHB Investment Advisors Inc. | 1,225 | $306 | 03/31/2024 |
VO | 1,225 | $306 | 03/31/2024 |
Stone House Investment Management LLC | 1,317 | $306 | 12/31/2023 |
VO | 1,317 | $306 | 12/31/2023 |
Unique Wealth LLC | 1,220 | $305 | 03/31/2024 |
VO | 1,220 | $305 | 03/31/2024 |
Allred Capital Management LLC | 1,208 | $302 | 03/31/2024 |
VO | 1,208 | $302 | 03/31/2024 |
MKT Advisors LLC | 1,239 | $302 | 03/31/2024 |
VO | 1,239 | $302 | 03/31/2024 |
WealthTrust Asset Management LLC | 1,297 | $302 | 12/31/2023 |
VO | 1,297 | $302 | 12/31/2023 |
Accretive Wealth Partners LLC | 1,293 | $301 | 12/31/2023 |
VO | 1,293 | $301 | 12/31/2023 |
Alley Investment Management Company LLC | 1,289 | $300 | 12/31/2023 |
VO | 1,289 | $300 | 12/31/2023 |
Acorn Wealth Advisors LLC | 1,197 | $299 | 03/31/2024 |
VO | 1,197 | $299 | 03/31/2024 |
Bogart Wealth LLC | 1,192 | $298 | 03/31/2024 |
VO | 1,192 | $298 | 03/31/2024 |
Summit Asset Management LLC | 1,277 | $297 | 12/31/2023 |
VO | 1,277 | $297 | 12/31/2023 |
Hamilton Wealth LLC | 1,277 | $297 | 12/31/2023 |
VO | 1,277 | $297 | 12/31/2023 |
GHP Investment Advisors Inc. | 1,184 | $296 | 03/31/2024 |
VO | 1,184 | $296 | 03/31/2024 |
1ST Source Bank | 1,273 | $296 | 12/31/2023 |
VO | 1,273 | $296 | 12/31/2023 |
Glassman Wealth Services | 1,274 | $296 | 12/31/2023 |
VO | 1,274 | $296 | 12/31/2023 |
WMG Financial Advisors LLC | 1,271 | $296 | 12/31/2023 |
VO | 1,271 | $296 | 12/31/2023 |
Clarity Capital Partners LLC | 1,269 | $295 | 12/31/2023 |
VO | 1,269 | $295 | 12/31/2023 |
Byrne Asset Management LLC | 1,177 | $294 | 03/31/2024 |
VO | 1,177 | $294 | 03/31/2024 |
SkyOak Wealth LLC | 1,262 | $294 | 12/31/2023 |
VO | 1,262 | $294 | 12/31/2023 |
Better Money Decisions LLC | 1,265 | $294 | 12/31/2023 |
VO | 1,265 | $294 | 12/31/2023 |
Whalerock Point Partners LLC | 1,255 | $292 | 12/31/2023 |
VO | 1,255 | $292 | 12/31/2023 |
Element Wealth LLC | 1,257 | $292 | 12/31/2023 |
VO | 1,257 | $292 | 12/31/2023 |
EPG Wealth Management LLC | 1,257 | $291 | 12/31/2023 |
VO | 1,257 | $291 | 12/31/2023 |
Intelligence Driven Advisers LLC | 1,271 | $291 | 12/31/2023 |
VO | 1,271 | $291 | 12/31/2023 |
Midwest Professional Planners LTD. | 1,245 | $290 | 12/31/2023 |
VO | 1,245 | $290 | 12/31/2023 |
Kerntke Otto McGlone Wealth Management Group | 1,246 | $290 | 12/31/2023 |
VO | 1,246 | $290 | 12/31/2023 |
Lake Street Financial LLC | 1,148 | $287 | 03/31/2024 |
VO | 1,148 | $287 | 03/31/2024 |
Strategic Wealth Designers | 1,232 | $287 | 12/31/2023 |
VO | 1,232 | $287 | 12/31/2023 |
Callan Family Office LLC | 1,234 | $287 | 12/31/2023 |
VO | 1,234 | $287 | 12/31/2023 |
Clifford Swan Investment Counsel LLC | 1,146 | $286 | 03/31/2024 |
VO | 1,146 | $286 | 03/31/2024 |
Bath Savings Trust Co | 1,143 | $286 | 03/31/2024 |
VO | 1,143 | $286 | 03/31/2024 |
Argent Advisors Inc. | 1,230 | $286 | 12/31/2023 |
VO | 1,230 | $286 | 12/31/2023 |
RVW Wealth LLC | 1,141 | $285 | 03/31/2024 |
VO | 1,141 | $285 | 03/31/2024 |
Prosperity Planning Inc. | 1,138 | $284 | 03/31/2024 |
VO | 1,138 | $284 | 03/31/2024 |
Wealthsource Partners LLC | 1,222 | $284 | 12/31/2023 |
VO | 1,222 | $284 | 12/31/2023 |
Congress Wealth Management LLC DE | 1,133 | $283 | 03/31/2024 |
VO | 1,133 | $283 | 03/31/2024 |
Tradewinds Capital Management LLC | 1,128 | $282 | 03/31/2024 |
VO | 1,128 | $282 | 03/31/2024 |
Anson Capital Inc. | 1,210 | $281 | 12/31/2023 |
VO | 1,210 | $281 | 12/31/2023 |
Carlton Hofferkamp & Jenks Wealth Management LLC | 1,168 | $280 | 03/31/2024 |
VO | 1,168 | $280 | 03/31/2024 |
Hardy Reed LLC | 1,204 | $280 | 12/31/2023 |
VO | 1,204 | $280 | 12/31/2023 |
Grunden Financial Advisory Inc. | 1,204 | $280 | 12/31/2023 |
VO | 1,204 | $280 | 12/31/2023 |
Divergent Planning LLC | 1,125 | $279 | 03/31/2024 |
VO | 1,125 | $279 | 03/31/2024 |
Weitzel Financial Services Inc. | 1,119 | $278 | 03/31/2024 |
VO | 1,119 | $278 | 03/31/2024 |
SYM FINANCIAL Corp | 1,195 | $278 | 12/31/2023 |
VO | 1,195 | $278 | 12/31/2023 |
Capital Advisors Ltd. LLC | 1,098 | $274 | 03/31/2024 |
VO | 1,098 | $274 | 03/31/2024 |
Bordeaux Wealth Advisors LLC | 1,179 | $274 | 12/31/2023 |
VO | 1,179 | $274 | 12/31/2023 |
Safeguard Investment Advisory Group LLC | 1,177 | $274 | 12/31/2023 |
VO | 1,177 | $274 | 12/31/2023 |
Barrett & Company Inc. | 1,093 | $273 | 03/31/2024 |
VO | 1,093 | $273 | 03/31/2024 |
Veriti Management LLC | 1,082 | $270 | 03/31/2024 |
VO | 1,082 | $270 | 03/31/2024 |
Sageworth Trust Co of South Dakota | 1,080 | $270 | 03/31/2024 |
VO | 1,080 | $270 | 03/31/2024 |
Ironwood Wealth Management LLC. | 1,074 | $268 | 03/31/2024 |
VO | 1,074 | $268 | 03/31/2024 |
All Season Financial Advisors Inc. | 1,071 | $268 | 03/31/2024 |
VO | 1,071 | $268 | 03/31/2024 |
Cadinha & Co. LLC | 1,150 | $268 | 12/31/2023 |
VO | 1,150 | $268 | 12/31/2023 |
WealthCare Investment Partners LLC | 1,064 | $266 | 03/31/2024 |
VO | 1,064 | $266 | 03/31/2024 |
Twin Peaks Wealth Advisors LLC | 1,063 | $266 | 03/31/2024 |
VO | 1,063 | $266 | 03/31/2024 |
Cladis Investment Advisory LLC | 1,143 | $266 | 12/31/2023 |
VO | 1,143 | $266 | 12/31/2023 |
Turtle Creek Wealth Advisors LLC | 1,138 | $265 | 12/31/2023 |
VO | 1,138 | $265 | 12/31/2023 |
Wick Capital Partners LLC | 1,134 | $264 | 12/31/2023 |
VO | 1,134 | $264 | 12/31/2023 |
Legacy Trust | 1,052 | $263 | 03/31/2024 |
VO | 1,052 | $263 | 03/31/2024 |
Tyche Wealth Partners LLC | 1,053 | $263 | 03/31/2024 |
VO | 1,053 | $263 | 03/31/2024 |
Burney Co. | 1,130 | $263 | 12/31/2023 |
VO | 1,130 | $263 | 12/31/2023 |
UMA Financial Services Inc. | 1,102 | $260 | 03/31/2024 |
VO | 1,102 | $260 | 03/31/2024 |
Redhawk Wealth Advisors Inc. | 1,112 | $259 | 12/31/2023 |
VO | 1,112 | $259 | 12/31/2023 |
Three Bridge Wealth Advisors LLC | 1,115 | $259 | 12/31/2023 |
VO | 1,115 | $259 | 12/31/2023 |
Tactive Advisors LLC | 1,108 | $258 | 12/31/2023 |
VO | 1,108 | $258 | 12/31/2023 |
Naviter Wealth LLC | 1,029 | $257 | 03/31/2024 |
VO | 1,029 | $257 | 03/31/2024 |
Greenfield Savings Bank | 1,024 | $256 | 03/31/2024 |
VO | 1,024 | $256 | 03/31/2024 |
Resource Consulting Group Inc. | 1,100 | $256 | 12/31/2023 |
VO | 1,100 | $256 | 12/31/2023 |
Plante Moran Financial Advisors LLC | 1,100 | $256 | 12/31/2023 |
VO | 1,100 | $256 | 12/31/2023 |
Enzi Wealth | 1,075 | $255 | 03/31/2024 |
VO | 1,075 | $255 | 03/31/2024 |
First American Trust FSB | 1,096 | $255 | 12/31/2023 |
VO | 1,096 | $255 | 12/31/2023 |
Maven Securities LTD | $255 | 12/31/2023 | |
Call | 16,200 | $1,869 | 12/31/2023 |
Put | 13,600 | $1,614 | 12/31/2023 |
Tolleson Wealth Management Inc. | 1,091 | $254 | 12/31/2023 |
VO | 1,091 | $254 | 12/31/2023 |
HTG Investment Advisors Inc. | 1,093 | $254 | 12/31/2023 |
VO | 1,093 | $254 | 12/31/2023 |
FC Advisory LLC | 1,014 | $253 | 03/31/2024 |
VO | 1,014 | $253 | 03/31/2024 |
Dearborn Partners LLC | 1,088 | $253 | 12/31/2023 |
VO | 1,088 | $253 | 12/31/2023 |
Websterrogers Financial Advisors LLC | 1,089 | $253 | 12/31/2023 |
VO | 1,089 | $253 | 12/31/2023 |
Westside Investment Management Inc. | 1,009 | $252 | 03/31/2024 |
VO | 1,009 | $252 | 03/31/2024 |
Harris Associates L P | 1,079 | $251 | 12/31/2023 |
VO | 1,079 | $251 | 12/31/2023 |
Lathrop Investment Management Corp | 1,080 | $251 | 12/31/2023 |
VO | 1,080 | $251 | 12/31/2023 |
Colorado Capital Management Inc. | 992 | $248 | 03/31/2024 |
VO | 992 | $248 | 03/31/2024 |
Resource Planning Group | 1,056 | $246 | 12/31/2023 |
VO | 1,056 | $246 | 12/31/2023 |
Facet Wealth Inc. | 1,062 | $246 | 12/31/2023 |
VO | 1,062 | $246 | 12/31/2023 |
Ballentine Capital Advisors Inc | 1,058 | $246 | 12/31/2023 |
VO | 1,058 | $246 | 12/31/2023 |
Waters Parkerson & CO. LLC | 1,054 | $245 | 12/31/2023 |
VO | 1,054 | $245 | 12/31/2023 |
Gerber Kawasaki Wealth & Investment Management | 1,051 | $245 | 12/31/2023 |
VO | 1,051 | $245 | 12/31/2023 |
SignalPoint Asset Management LLC | 977 | $244 | 03/31/2024 |
VO | 977 | $244 | 03/31/2024 |
Strategic Financial Planning Inc. | 975 | $244 | 03/31/2024 |
VO | 975 | $244 | 03/31/2024 |
Kayne Anderson Rudnick Investment Management LLC | 1,047 | $244 | 12/31/2023 |
VO | 1,047 | $244 | 12/31/2023 |
Csenge Advisory Group | 1,044 | $243 | 12/31/2023 |
VO | 1,044 | $243 | 12/31/2023 |
Fairman Group LLC | 1,047 | $243 | 12/31/2023 |
VO | 1,047 | $243 | 12/31/2023 |
Clearwater Capital Advisors LLC | 1,038 | $241 | 12/31/2023 |
VO | 1,038 | $241 | 12/31/2023 |
Washington Trust Advisors Inc. | 1,038 | $241 | 12/31/2023 |
VO | 1,038 | $241 | 12/31/2023 |
Main Street Group LTD | $241 | 12/31/2023 | |
EQUITY FUNDS | 1,121 | $203 | 12/31/2023 |
VO | 165 | $38 | 12/31/2023 |
Norris Perne & French LLP MI | 962 | $240 | 03/31/2024 |
VO | 962 | $240 | 03/31/2024 |
Acima Private Wealth LLC | 1,028 | $239 | 12/31/2023 |
VO | 1,028 | $239 | 12/31/2023 |
Zacks Investment Management | 1,024 | $238 | 12/31/2023 |
VO | 1,024 | $238 | 12/31/2023 |
Klingman & Associates LLC | 1,024 | $238 | 12/31/2023 |
VO | 1,024 | $238 | 12/31/2023 |
Mendel Capital Management LLC | 1,025 | $238 | 12/31/2023 |
VO | 1,025 | $238 | 12/31/2023 |
Myecfo LLC | 950 | $237 | 03/31/2024 |
VO | 950 | $237 | 03/31/2024 |
Peoples Bank OH | 1,016 | $236 | 12/31/2023 |
VO | 1,016 | $236 | 12/31/2023 |
Presilium Private Wealth LLC | 1,014 | $236 | 12/31/2023 |
VO | 1,014 | $236 | 12/31/2023 |
HFG Advisors Inc. | 938 | $234 | 03/31/2024 |
VO | 938 | $234 | 03/31/2024 |
McMahon Financial Advisors LLC | 932 | $233 | 03/31/2024 |
VO | 932 | $233 | 03/31/2024 |
Searle & CO. | 1,000 | $233 | 12/31/2023 |
VO | 1,000 | $233 | 12/31/2023 |
One Wealth Advisors LLC | 923 | $231 | 03/31/2024 |
VO | 923 | $231 | 03/31/2024 |
Wagner Wealth Management LLC | 925 | $231 | 03/31/2024 |
VO | 925 | $231 | 03/31/2024 |
Cedar Wealth Management LLC | 991 | $231 | 12/31/2023 |
VO | 991 | $231 | 12/31/2023 |
Wellspring Financial Advisors LLC | 991 | $231 | 12/31/2023 |
VO | 991 | $231 | 12/31/2023 |
ROI Financial Advisors LLC | 994 | $231 | 12/31/2023 |
VO | 994 | $231 | 12/31/2023 |
Hummer Financial Advisory Services Inc | 915 | $229 | 03/31/2024 |
VO | 915 | $229 | 03/31/2024 |
Greenup Street Wealth Management LLC | 983 | $229 | 12/31/2023 |
VO | 983 | $229 | 12/31/2023 |
Equita Financial Network Inc. | 984 | $229 | 12/31/2023 |
VO | 984 | $229 | 12/31/2023 |
Kavar Capital Partners Group LLC | 981 | $228 | 12/31/2023 |
VO | 981 | $228 | 12/31/2023 |
Telos Capital Management Inc. | 908 | $227 | 03/31/2024 |
VO | 908 | $227 | 03/31/2024 |
McLean Asset Management Corp | 919 | $227 | 03/31/2024 |
VO | 919 | $227 | 03/31/2024 |
Roberts Wealth Advisors LLC | 956 | $227 | 03/31/2024 |
VO | 956 | $227 | 03/31/2024 |
Janney Capital Management LLC | 977 | $227 | 12/31/2023 |
VO | 977 | $227 | 12/31/2023 |
Cassady Schiller Wealth Management LLC | 976 | $227 | 12/31/2023 |
VO | 976 | $227 | 12/31/2023 |
Transatlantique Private Wealth LLC | 976 | $227 | 12/31/2023 |
VO | 976 | $227 | 12/31/2023 |
Lazari Capital Management Inc. | 975 | $227 | 12/31/2023 |
VO | 975 | $227 | 12/31/2023 |
First Trust Investment Solutions L.P. | 975 | $227 | 12/31/2023 |
VO | 975 | $227 | 12/31/2023 |
Thrive Wealth Management LLC | 900 | $225 | 03/31/2024 |
VO | 900 | $225 | 03/31/2024 |
Financial Advisory Service Inc. | 968 | $225 | 12/31/2023 |
VO | 968 | $225 | 12/31/2023 |
TFO TDC LLC | 968 | $225 | 12/31/2023 |
VO | 968 | $225 | 12/31/2023 |
Team Hewins LLC | 969 | $225 | 12/31/2023 |
VO | 969 | $225 | 12/31/2023 |
Jaffetilchin Investment Partners LLC | 962 | $224 | 12/31/2023 |
VO | 962 | $224 | 12/31/2023 |
Columbia Trust Co 01012016 | 961 | $224 | 12/31/2023 |
VO | 961 | $224 | 12/31/2023 |
VitalStone Financial LLC | 962 | $224 | 12/31/2023 |
VO | 962 | $224 | 12/31/2023 |
Patton Albertson Miller Group LLC | 894 | $223 | 03/31/2024 |
VO | 894 | $223 | 03/31/2024 |
ARS Wealth Advisors Group LLC | 957 | $223 | 12/31/2023 |
VO | 957 | $223 | 12/31/2023 |
Matrix Asset Advisors Inc. NY | 888 | $222 | 03/31/2024 |
VO | 888 | $222 | 03/31/2024 |
Corundum Group Inc. | 890 | $222 | 03/31/2024 |
VO | 890 | $222 | 03/31/2024 |
Trustco Bank Corp N Y | 955 | $222 | 12/31/2023 |
VO | 955 | $222 | 12/31/2023 |
Tocqueville Asset Management L.P. | 956 | $222 | 12/31/2023 |
VO | 956 | $222 | 12/31/2023 |
FourThought Financial Partners LLC | 951 | $221 | 12/31/2023 |
VO | 951 | $221 | 12/31/2023 |
Osborne Partners Capital Management LLC | 881 | $220 | 03/31/2024 |
VO | 881 | $220 | 03/31/2024 |
Money Concepts Capital Corp | 945 | $220 | 12/31/2023 |
VO | 945 | $220 | 12/31/2023 |
MEMBERS Trust Co | 876 | $219 | 03/31/2024 |
VO | 876 | $219 | 03/31/2024 |
Cascade Investment Group Inc. | 943 | $219 | 12/31/2023 |
VO | 943 | $219 | 12/31/2023 |
LaSalle St. Investment Advisors LLC | 940 | $219 | 12/31/2023 |
VO | 940 | $219 | 12/31/2023 |
Greenspring Advisors LLC | 873 | $218 | 03/31/2024 |
VO | 873 | $218 | 03/31/2024 |
Mechanics Bank Trust Department | 867 | $217 | 03/31/2024 |
VO | 867 | $217 | 03/31/2024 |
Central Valley Advisors LLC | 867 | $217 | 03/31/2024 |
VO | 867 | $217 | 03/31/2024 |
Courage Miller Partners LLC | 866 | $216 | 03/31/2024 |
VO | 866 | $216 | 03/31/2024 |
Cobblestone Capital Advisors LLC NY | 930 | $216 | 12/31/2023 |
VO | 930 | $216 | 12/31/2023 |
Radnor Capital Management LLC | 860 | $215 | 03/31/2024 |
VO | 860 | $215 | 03/31/2024 |
Opal Wealth Advisors LLC | 859 | $215 | 03/31/2024 |
VO | 859 | $215 | 03/31/2024 |
Coyle Financial Counsel LLC | 923 | $215 | 12/31/2023 |
VO | 923 | $215 | 12/31/2023 |
Valley Brook Capital Group | 924 | $215 | 12/31/2023 |
VO | 924 | $215 | 12/31/2023 |
Madison Wealth Partners Inc | 922 | $214 | 12/31/2023 |
VO | 922 | $214 | 12/31/2023 |
Prosperity Consulting Group LLC | 922 | $214 | 12/31/2023 |
VO | 922 | $214 | 12/31/2023 |
RMR Wealth Builders | 851 | $213 | 03/31/2024 |
VO | 851 | $213 | 03/31/2024 |
Barclays PLC | 917 | $213 | 12/31/2023 |
VO | 917 | $213 | 12/31/2023 |
Geometric Wealth Advisors | 915 | $213 | 12/31/2023 |
VO | 915 | $213 | 12/31/2023 |
Financial Life Advisors | 849 | $212 | 03/31/2024 |
VO | 849 | $212 | 03/31/2024 |
CIC Wealth LLC | 848 | $212 | 03/31/2024 |
VO | 848 | $212 | 03/31/2024 |
Sentry LLC | 850 | $212 | 03/31/2024 |
VO | 850 | $212 | 03/31/2024 |
Bank of Nova Scotia | 910 | $212 | 12/31/2023 |
VO | 910 | $212 | 12/31/2023 |
Strategy Asset Managers LLC | 845 | $211 | 03/31/2024 |
VO | 845 | $211 | 03/31/2024 |
Trust Co | 846 | $211 | 03/31/2024 |
VO | 846 | $211 | 03/31/2024 |
Regimen Wealth LLC | 900 | $209 | 12/31/2023 |
VO | 900 | $209 | 12/31/2023 |
Lansing Street Advisors | 896 | $208 | 12/31/2023 |
VO | 896 | $208 | 12/31/2023 |
First Long Island Investors LLC | 890 | $207 | 12/31/2023 |
VO | 890 | $207 | 12/31/2023 |
Abacus Planning Group Inc. | 824 | $206 | 03/31/2024 |
VO | 824 | $206 | 03/31/2024 |
Planning Capital Management Corp | 824 | $206 | 03/31/2024 |
VO | 824 | $206 | 03/31/2024 |
North Star Investment Management Corp. | 885 | $206 | 12/31/2023 |
VO | 885 | $206 | 12/31/2023 |
Wealthstar Advisors LLC | 819 | $205 | 03/31/2024 |
VO | 819 | $205 | 03/31/2024 |
True North Advisors LLC | 822 | $205 | 03/31/2024 |
VO | 822 | $205 | 03/31/2024 |
King Luther Capital Management Corp | 880 | $205 | 12/31/2023 |
VO | 880 | $205 | 12/31/2023 |
Pennsylvania Capital Management Inc. ADV | 883 | $205 | 12/31/2023 |
VO | 883 | $205 | 12/31/2023 |
Leo Wealth LLC | 851 | $205 | 12/31/2023 |
VO | 851 | $205 | 12/31/2023 |
WealthShield Partners LLC | 879 | $204 | 12/31/2023 |
VO | 879 | $204 | 12/31/2023 |
F M Investments LLC | 852 | $203 | 03/31/2024 |
VO | 852 | $203 | 03/31/2024 |
Midwest Financial Group LLC | 812 | $203 | 03/31/2024 |
VO | 812 | $203 | 03/31/2024 |
Sound Stewardship LLC | 870 | $202 | 12/31/2023 |
VO | 870 | $202 | 12/31/2023 |
Tradition Wealth Management LLC | 865 | $201 | 12/31/2023 |
VO | 865 | $201 | 12/31/2023 |
Institutional & Family Asset Management LLC | 854 | $199 | 12/31/2023 |
VO | 854 | $199 | 12/31/2023 |
Edmond DE Rothschild Holding S.A. | 853 | $198 | 12/31/2023 |
VO | 853 | $198 | 12/31/2023 |
BlackRock Inc. | 846 | $197 | 12/31/2023 |
VO | 846 | $197 | 12/31/2023 |
Indiana Trust & Investment Management CO | 781 | $195 | 03/31/2024 |
VO | 781 | $195 | 03/31/2024 |
DHJJ Financial Advisors Ltd. | 779 | $195 | 03/31/2024 |
VO | 779 | $195 | 03/31/2024 |
Covestor Ltd | 837 | $195 | 12/31/2023 |
VO | 837 | $195 | 12/31/2023 |
Global Trust Asset Management LLC | 778 | $194 | 03/31/2024 |
VO | 778 | $194 | 03/31/2024 |
Castleview Partners LLC | 830 | $193 | 12/31/2023 |
VO | 830 | $193 | 12/31/2023 |
Beacon Capital Management LLC | 831 | $193 | 12/31/2023 |
VO | 831 | $193 | 12/31/2023 |
Providence Capital Advisors LLC | 814 | $189 | 12/31/2023 |
VO | 814 | $189 | 12/31/2023 |
Richardson Capital Management LLC | 754 | $188 | 03/31/2024 |
VO | 754 | $188 | 03/31/2024 |
Sugarloaf Wealth Management LLC | 752 | $188 | 03/31/2024 |
VO | 752 | $188 | 03/31/2024 |
Clean Yield Group | 808 | $188 | 12/31/2023 |
VO | 808 | $188 | 12/31/2023 |
Main Management LLC | 807 | $188 | 12/31/2023 |
VO | 807 | $188 | 12/31/2023 |
Cornerstone Planning Group LLC | 806 | $188 | 12/31/2023 |
VO | 806 | $188 | 12/31/2023 |
C M Bidwell & Associates Ltd. | 799 | $186 | 12/31/2023 |
VO | 799 | $186 | 12/31/2023 |
Rockbridge Investment Management LCC | 790 | $184 | 12/31/2023 |
VO | 790 | $184 | 12/31/2023 |
Long Island Wealth Management Inc. | 792 | $184 | 12/31/2023 |
VO | 792 | $184 | 12/31/2023 |
Fairway Wealth LLC | 788 | $183 | 12/31/2023 |
VO | 788 | $183 | 12/31/2023 |
HHM Wealth Advisors LLC | 766 | $178 | 12/31/2023 |
VO | 766 | $178 | 12/31/2023 |
Archer Investment Corp | 766 | $178 | 12/31/2023 |
VO | 766 | $178 | 12/31/2023 |
Sittner & Nelson LLC | 738 | $172 | 12/31/2023 |
VO | 738 | $172 | 12/31/2023 |
Gradient Investments LLC | 674 | $168 | 03/31/2024 |
VO | 674 | $168 | 03/31/2024 |
Hoese & Co LLP | 700 | $168 | 03/31/2024 |
VO | 700 | $168 | 03/31/2024 |
Tyler Stone Wealth Management | 719 | $167 | 12/31/2023 |
VO | 719 | $167 | 12/31/2023 |
Northwest Financial Advisors | 718 | $167 | 12/31/2023 |
VO | 718 | $167 | 12/31/2023 |
Rise Advisors LLC | 656 | $164 | 03/31/2024 |
VO | 656 | $164 | 03/31/2024 |
Register Financial Advisors LLC | 634 | $158 | 03/31/2024 |
VO | 634 | $158 | 03/31/2024 |
New Millennium Group LLC | 676 | $157 | 12/31/2023 |
VO | 676 | $157 | 12/31/2023 |
Morling Financial Advisors LLC | 666 | $155 | 12/31/2023 |
VO | 666 | $155 | 12/31/2023 |
Compass Wealth Management LLC | 615 | $154 | 03/31/2024 |
VO | 615 | $154 | 03/31/2024 |
Householder Group Estate & Retirement Specialist LLC | 654 | $152 | 12/31/2023 |
VO | 654 | $152 | 12/31/2023 |
MCF Advisors LLC | 598 | $149 | 03/31/2024 |
VO | 598 | $149 | 03/31/2024 |
Red Lighthouse Investment Management LLC | 624 | $145 | 12/31/2023 |
VO | 624 | $145 | 12/31/2023 |
TCTC Holdings LLC | 620 | $144 | 12/31/2023 |
VO | 620 | $144 | 12/31/2023 |
Birch Capital Management LLC | 569 | $142 | 03/31/2024 |
VO | 569 | $142 | 03/31/2024 |
Key Financial Inc | 589 | $137 | 12/31/2023 |
VO | 589 | $137 | 12/31/2023 |
Tompkins Financial Corp | 543 | $136 | 03/31/2024 |
VO | 543 | $136 | 03/31/2024 |
Pacifica Partners Inc. | 553 | $136 | 03/31/2024 |
VO | 553 | $136 | 03/31/2024 |
EverSource Wealth Advisors LLC | 584 | $136 | 12/31/2023 |
VO | 584 | $136 | 12/31/2023 |
Venturi Wealth Management LLC | 539 | $135 | 03/31/2024 |
VO | 539 | $135 | 03/31/2024 |
Strategic Investment Solutions Inc. IL | $135 | 12/31/2023 | |
EQUITY FUNDS | 329 | $95 | 12/31/2023 |
VO | 174 | $40 | 12/31/2023 |
Bfsg LLC | 536 | $134 | 03/31/2024 |
VO | 536 | $134 | 03/31/2024 |
Solstein Capital LLC | 537 | $134 | 03/31/2024 |
VO | 537 | $134 | 03/31/2024 |
Sunbelt Securities Inc. | 530 | $132 | 03/31/2024 |
VO | 530 | $132 | 03/31/2024 |
PrairieView Partners LLC | 565 | $132 | 12/31/2023 |
VO | 565 | $132 | 12/31/2023 |
Zions Bancorporation N.A. | 560 | $130 | 12/31/2023 |
VO | 560 | $130 | 12/31/2023 |
VisionPoint Advisory Group LLC | 550 | $128 | 12/31/2023 |
VO | 550 | $128 | 12/31/2023 |
Cape Investment Advisory Inc. | 552 | $128 | 12/31/2023 |
VO | 552 | $128 | 12/31/2023 |
Mango Five Family Inc. | 535 | $124 | 12/31/2023 |
VO | 535 | $124 | 12/31/2023 |
Legacy Bridge LLC | 487 | $122 | 03/31/2024 |
VO | 487 | $122 | 03/31/2024 |
Integrity Financial Corp WA | 515 | $120 | 12/31/2023 |
VO | 515 | $120 | 12/31/2023 |
Lee Financial Co | 512 | $119 | 12/31/2023 |
VO | 512 | $119 | 12/31/2023 |
Cardiff Park Advisors LLC | 513 | $119 | 12/31/2023 |
VO | 513 | $119 | 12/31/2023 |
Mycio Wealth Partners LLC | 507 | $118 | 12/31/2023 |
VO | 507 | $118 | 12/31/2023 |
Scarborough Advisors LLC | 504 | $117 | 12/31/2023 |
VO | 504 | $117 | 12/31/2023 |
Richardson Financial Services Inc. | 499 | $116 | 12/31/2023 |
VO | 499 | $116 | 12/31/2023 |
Annis Gardner Whiting Capital Advisors LLC | 491 | $114 | 12/31/2023 |
VO | 491 | $114 | 12/31/2023 |
Intelligent Financial Strategies | 485 | $113 | 12/31/2023 |
VO | 485 | $113 | 12/31/2023 |
Cherry Tree Wealth Management LLC | 481 | $112 | 12/31/2023 |
VO | 481 | $112 | 12/31/2023 |
Laurel Wealth Advisors LLC | 475 | $111 | 12/31/2023 |
VO | 475 | $111 | 12/31/2023 |
Nemes Rush Group LLC | 471 | $110 | 12/31/2023 |
VO | 471 | $110 | 12/31/2023 |
Copeland Capital Management LLC | 438 | $109 | 03/31/2024 |
VO | 438 | $109 | 03/31/2024 |
Hills Bank & Trust Co | 458 | $107 | 12/31/2023 |
VO | 458 | $107 | 12/31/2023 |
Bell Investment Advisors Inc | 460 | $107 | 12/31/2023 |
VO | 460 | $107 | 12/31/2023 |
GAMMA Investing LLC | 423 | $106 | 03/31/2024 |
VO | 423 | $106 | 03/31/2024 |
First Personal Financial Services | 413 | $103 | 03/31/2024 |
VO | 413 | $103 | 03/31/2024 |
Partnership Wealth Management LLC | 409 | $102 | 03/31/2024 |
VO | 409 | $102 | 03/31/2024 |
Provence Wealth Management Group | 417 | $97 | 12/31/2023 |
VO | 417 | $97 | 12/31/2023 |
Tucker Asset Management LLC | 414 | $96 | 12/31/2023 |
VO | 414 | $96 | 12/31/2023 |
DecisionPoint Financial LLC | 406 | $94 | 12/31/2023 |
VO | 406 | $94 | 12/31/2023 |
Provident Wealth Management LLC | 374 | $93 | 03/31/2024 |
VO | 374 | $93 | 03/31/2024 |
LFA Lugano Financial Advisors SA | 400 | $93 | 12/31/2023 |
VO | 400 | $93 | 12/31/2023 |
Coppell Advisory Solutions LLC | 383 | $89 | 12/31/2023 |
VO | 383 | $89 | 12/31/2023 |
First Community Trust NA | 353 | $88 | 03/31/2024 |
VO | 353 | $88 | 03/31/2024 |
Front Row Advisors LLC | 366 | $85 | 12/31/2023 |
VO | 366 | $85 | 12/31/2023 |
Tortoise Investment Management LLC | 352 | $82 | 12/31/2023 |
VO | 352 | $82 | 12/31/2023 |
Maryland Capital Advisors Inc. | 316 | $79 | 03/31/2024 |
VO | 316 | $79 | 03/31/2024 |
Ambassador Advisors LLC | 339 | $78 | 12/31/2023 |
VO | 339 | $78 | 12/31/2023 |
Impact Partnership Wealth LLC | 336 | $78 | 12/31/2023 |
VO | 336 | $78 | 12/31/2023 |
Founders Capital Management | 303 | $76 | 03/31/2024 |
VO | 303 | $76 | 03/31/2024 |
Evergreen Private Wealth LLC | 304 | $76 | 03/31/2024 |
VO | 304 | $76 | 03/31/2024 |
Retirement Group LLC | 321 | $75 | 12/31/2023 |
VO | 321 | $75 | 12/31/2023 |
Beaird Harris Wealth Management LLC | 314 | $73 | 12/31/2023 |
VO | 314 | $73 | 12/31/2023 |
Abich Financial Wealth Management LLC | 313 | $73 | 12/31/2023 |
VO | 313 | $73 | 12/31/2023 |
Vestor Capital LLC | 311 | $72 | 12/31/2023 |
VO | 311 | $72 | 12/31/2023 |
Family CFO Inc | 283 | $71 | 03/31/2024 |
VO | 283 | $71 | 03/31/2024 |
Balentine LLC | 305 | $71 | 12/31/2023 |
VO | 305 | $71 | 12/31/2023 |
Morris Financial Concepts Inc. | 281 | $70 | 03/31/2024 |
VO | 281 | $70 | 03/31/2024 |
Macroview Investment Management LLC | 300 | $70 | 12/31/2023 |
VO | 300 | $70 | 12/31/2023 |
Concord Wealth Partners | 296 | $69 | 12/31/2023 |
VO | 296 | $69 | 12/31/2023 |
Life Planning Partners Inc | 286 | $67 | 12/31/2023 |
VO | 286 | $67 | 12/31/2023 |
Evolution Advisers Inc. | 283 | $66 | 12/31/2023 |
VO | 283 | $66 | 12/31/2023 |
Frazier Financial Advisors LLC | 285 | $66 | 12/31/2023 |
VO | 285 | $66 | 12/31/2023 |
Keener Financial Planning LLC | 283 | $66 | 12/31/2023 |
VO | 283 | $66 | 12/31/2023 |
Atticus Wealth Management LLC | 258 | $65 | 03/31/2024 |
VO | 258 | $65 | 03/31/2024 |
LifeSteps Financial Inc. | 248 | $62 | 03/31/2024 |
VO | 248 | $62 | 03/31/2024 |
Rocky Mountain Advisers LLC | 245 | $61 | 03/31/2024 |
VO | 245 | $61 | 03/31/2024 |
Avalon Trust Co | 250 | $58 | 12/31/2023 |
VO | 250 | $58 | 12/31/2023 |
Criterion Capital Advisors LLC | 230 | $57 | 03/31/2024 |
VO | 230 | $57 | 03/31/2024 |
Motco | 240 | $56 | 12/31/2023 |
VO | 240 | $56 | 12/31/2023 |
Vermillion & White Wealth Management Group LLC | 242 | $56 | 12/31/2023 |
VO | 242 | $56 | 12/31/2023 |
Sawyer & Company Inc | 222 | $55 | 03/31/2024 |
VO | 222 | $55 | 03/31/2024 |
Perritt Capital Management Inc. | 236 | $55 | 12/31/2023 |
VO | 236 | $55 | 12/31/2023 |
Resources Management Corp CT ADV | 233 | $54 | 12/31/2023 |
VO | 233 | $54 | 12/31/2023 |
MTM Investment Management LLC | 213 | $53 | 03/31/2024 |
VO | 213 | $53 | 03/31/2024 |
Winch Advisory Services LLC | 219 | $51 | 12/31/2023 |
VO | 219 | $51 | 12/31/2023 |
Running Point Capital Advisors LLC | 219 | $51 | 12/31/2023 |
VO | 219 | $51 | 12/31/2023 |
Bradley & Co. Private Wealth Management LLC | 220 | $51 | 12/31/2023 |
VO | 220 | $51 | 12/31/2023 |
Dougherty Wealth Advisers LLC | 200 | $50 | 03/31/2024 |
VO | 200 | $50 | 03/31/2024 |
Northwest Investment Counselors LLC | 192 | $48 | 03/31/2024 |
VO | 192 | $48 | 03/31/2024 |
Halpern Financial Inc. | 195 | $48 | 03/31/2024 |
VO | 195 | $48 | 03/31/2024 |
Wetzel Investment Advisors Inc. | 206 | $48 | 03/31/2024 |
VO | 206 | $48 | 03/31/2024 |
Hanson & Doremus Investment Management | 188 | $47 | 03/31/2024 |
VO | 188 | $47 | 03/31/2024 |
GPS Wealth Strategies Group LLC | 200 | $47 | 12/31/2023 |
VO | 200 | $47 | 12/31/2023 |
Financial Connections Group Inc. | 205 | $47 | 12/31/2023 |
VO | 205 | $47 | 12/31/2023 |
PFS Partners LLC | 183 | $46 | 03/31/2024 |
VO | 183 | $46 | 03/31/2024 |
Union Savings Bank | 196 | $46 | 12/31/2023 |
VO | 196 | $46 | 12/31/2023 |
GoalVest Advisory LLC | 181 | $45 | 03/31/2024 |
VO | 181 | $45 | 03/31/2024 |
Financial Perspectives Inc | 177 | $44 | 03/31/2024 |
VO | 177 | $44 | 03/31/2024 |
Insight Inv LLC | 191 | $44 | 12/31/2023 |
VO | 191 | $44 | 12/31/2023 |
Greenwood Gearhart Inc. | 177 | $41 | 12/31/2023 |
VO | 177 | $41 | 12/31/2023 |
ORG Partners LLC | 171 | $41 | 12/31/2023 |
VO | 171 | $41 | 12/31/2023 |
Evensky & Katz LLC | 152 | $38 | 03/31/2024 |
VO | 152 | $38 | 03/31/2024 |
Hazlett Burt & Watson Inc. | 158 | $38 | 12/31/2023 |
VO | 158 | $38 | 12/31/2023 |
Goodman Advisory Group LLC | 165 | $38 | 12/31/2023 |
VO | 165 | $38 | 12/31/2023 |
Angeles Wealth Management LLC | 163 | $38 | 12/31/2023 |
VO | 163 | $38 | 12/31/2023 |
Peoples Bank KS | 150 | $37 | 03/31/2024 |
VO | 150 | $37 | 03/31/2024 |
Private Wealth Management Group LLC | 157 | $37 | 12/31/2023 |
VO | 157 | $37 | 12/31/2023 |
Headlands Technologies LLC | 156 | $36 | 12/31/2023 |
VO | 156 | $36 | 12/31/2023 |
Koesten Hirschmann & Crabtree INC. | 155 | $36 | 12/31/2023 |
VO | 155 | $36 | 12/31/2023 |
CVA Family Office LLC | 140 | $35 | 03/31/2024 |
VO | 140 | $35 | 03/31/2024 |
Hexagon Capital Partners LLC | 137 | $34 | 03/31/2024 |
VO | 137 | $34 | 03/31/2024 |
Ballast Advisors LLC | 147 | $34 | 12/31/2023 |
VO | 147 | $34 | 12/31/2023 |
Citizens National Bank Trust Department | 148 | $34 | 12/31/2023 |
VO | 148 | $34 | 12/31/2023 |
Orion Capital Management LLC | 143 | $33 | 12/31/2023 |
VO | 143 | $33 | 12/31/2023 |
Atlantic Edge Private Wealth Management LLC | 140 | $33 | 12/31/2023 |
VO | 140 | $33 | 12/31/2023 |
Blume Capital Management Inc. | 139 | $32 | 12/31/2023 |
VO | 139 | $32 | 12/31/2023 |
Signature Resources Capital Management LLC | 127 | $30 | 03/31/2024 |
VO | 127 | $30 | 03/31/2024 |
Coston McIsaac & Partners | 121 | $30 | 03/31/2024 |
VO | 121 | $30 | 03/31/2024 |
Northwest Capital Management Inc | 114 | $28 | 03/31/2024 |
VO | 114 | $28 | 03/31/2024 |
Spartan Planning & Wealth Management | 120 | $28 | 12/31/2023 |
VO | 120 | $28 | 12/31/2023 |
DiNuzzo Private Wealth Inc. | 120 | $28 | 12/31/2023 |
VO | 120 | $28 | 12/31/2023 |
CNB Bank | 118 | $27 | 12/31/2023 |
VO | 118 | $27 | 12/31/2023 |
Armor Investment Advisors LLC | 105 | $26 | 03/31/2024 |
VO | 105 | $26 | 03/31/2024 |
Arlington Trust Co LLC | 105 | $26 | 03/31/2024 |
VO | 105 | $26 | 03/31/2024 |
AllSquare Wealth Management LLC | 110 | $26 | 12/31/2023 |
VO | 110 | $26 | 12/31/2023 |
Pacific Capital Wealth Advisors Inc. | 106 | $25 | 12/31/2023 |
VO | 106 | $25 | 12/31/2023 |
Smartleaf Asset Management LLC | 105 | $25 | 12/31/2023 |
VO | 105 | $25 | 12/31/2023 |
Princeton Global Asset Management LLC | 105 | $24 | 12/31/2023 |
VO | 105 | $24 | 12/31/2023 |
Versant Capital Management Inc | 94 | $23 | 03/31/2024 |
VO | 94 | $23 | 03/31/2024 |
PSI Advisors LLC | 92 | $23 | 03/31/2024 |
VO | 92 | $23 | 03/31/2024 |
Highlander Capital Management LLC | 100 | $23 | 12/31/2023 |
VO | 100 | $23 | 12/31/2023 |
FinTrust Capital Advisors LLC | 97 | $23 | 12/31/2023 |
VO | 97 | $23 | 12/31/2023 |
Global Wealth Management Investment Advisory Inc. | 100 | $23 | 12/31/2023 |
VO | 100 | $23 | 12/31/2023 |
Armstrong Advisory Group Inc. | 96 | $22 | 03/31/2024 |
VO | 96 | $22 | 03/31/2024 |
Resurgent Financial Advisors LLC | 89 | $21 | 12/31/2023 |
VO | 89 | $21 | 12/31/2023 |
Vaughan Nelson Investment Management L.P. | 80 | $20 | 03/31/2024 |
VO | 80 | $20 | 03/31/2024 |
Global Wealth Strategies & Associates | 80 | $20 | 03/31/2024 |
VO | 80 | $20 | 03/31/2024 |
Dividend Assets Capital LLC | 81 | $19 | 12/31/2023 |
VO | 81 | $19 | 12/31/2023 |
Russell Investments Group Ltd. | 79 | $18 | 12/31/2023 |
VO | 79 | $18 | 12/31/2023 |
SJS Investment Consulting Inc. | 63 | $16 | 03/31/2024 |
VO | 63 | $16 | 03/31/2024 |
Morton Brown Family Wealth LLC | 63 | $16 | 03/31/2024 |
VO | 63 | $16 | 03/31/2024 |
Colonial Trust Advisors | 68 | $16 | 12/31/2023 |
VO | 68 | $16 | 12/31/2023 |
Tidemark LLC | 68 | $16 | 12/31/2023 |
VO | 68 | $16 | 12/31/2023 |
Pineridge Advisors LLC | 68 | $16 | 12/31/2023 |
VO | 68 | $16 | 12/31/2023 |
HighMark Wealth Management LLC | 65 | $15 | 12/31/2023 |
VO | 65 | $15 | 12/31/2023 |
Davidson Capital Management Inc. | 64 | $15 | 12/31/2023 |
VO | 64 | $15 | 12/31/2023 |
PFG Private Wealth Management LLC | 55 | $14 | 03/31/2024 |
VO | 55 | $14 | 03/31/2024 |
Investment Research & Advisory Group Inc. | 53 | $13 | 03/31/2024 |
VO | 53 | $13 | 03/31/2024 |
Davis Capital Management | 53 | $13 | 03/31/2024 |
VO | 53 | $13 | 03/31/2024 |
Christopher J. Hasenberg Inc | 53 | $13 | 03/31/2024 |
VO | 53 | $13 | 03/31/2024 |
WFA Asset Management Corp | 52 | $13 | 03/31/2024 |
VO | 52 | $13 | 03/31/2024 |
Cedar Mountain Advisors LLC | 49 | $12 | 03/31/2024 |
VO | 49 | $12 | 03/31/2024 |
IAG Wealth Partners LLC | 49 | $12 | 03/31/2024 |
VO | 49 | $12 | 03/31/2024 |
Focused Wealth Management Inc | 50 | $12 | 12/31/2023 |
VO | 50 | $12 | 12/31/2023 |
Ameritas Investment Partners Inc. | 48 | $11 | 12/31/2023 |
VO | 48 | $11 | 12/31/2023 |
Dunhill Financial LLC | 42 | $10 | 12/31/2023 |
VO | 42 | $10 | 12/31/2023 |
Hallmark Capital Management Inc. | 40 | $9 | 12/31/2023 |
VO | 40 | $9 | 12/31/2023 |
London Co. of Virginia | 39 | $9 | 12/31/2023 |
VO | 39 | $9 | 12/31/2023 |
Riggs Asset Managment Co. Inc. | 40 | $9 | 12/31/2023 |
VO | 40 | $9 | 12/31/2023 |
Game Plan Financial Advisors LLC | 22 | $6 | 03/31/2024 |
VO | 22 | $6 | 03/31/2024 |
Wolff Wiese Magana LLC | 23 | $6 | 03/31/2024 |
VO | 23 | $6 | 03/31/2024 |
CGC Financial Services LLC | 25 | $6 | 03/31/2024 |
VO | 25 | $6 | 03/31/2024 |
True Wealth Design LLC | 25 | $6 | 12/31/2023 |
VO | 25 | $6 | 12/31/2023 |
Livelsberger Financial Advisory | 25 | $6 | 12/31/2023 |
VO | 25 | $6 | 12/31/2023 |
University of Texas Texas AM Investment Managment Co. | 22 | $5 | 12/31/2023 |
VO | 22 | $5 | 12/31/2023 |
Emfo LLC | 22 | $5 | 12/31/2023 |
VO | 22 | $5 | 12/31/2023 |
Vima LLC | 23 | $5 | 12/31/2023 |
VO | 23 | $5 | 12/31/2023 |
MV Capital Management Inc. | 18 | $4 | 03/31/2024 |
VO | 18 | $4 | 03/31/2024 |
Arvest Investments Inc. | 12 | $3 | 03/31/2024 |
VO | 12 | $3 | 03/31/2024 |
Aspire Private Capital LLC | 13 | $3 | 03/31/2024 |
VO | 13 | $3 | 03/31/2024 |
Raleigh Capital Management Inc. | 14 | $3 | 12/31/2023 |
VO | 14 | $3 | 12/31/2023 |
AlphaMark Advisors LLC | 10 | $2 | 03/31/2024 |
VO | 10 | $2 | 03/31/2024 |
West Branch Capital LLC | 10 | $2 | 03/31/2024 |
VO | 10 | $2 | 03/31/2024 |
Viewpoint Capital Management LLC | 9 | $2 | 03/31/2024 |
VO | 9 | $2 | 03/31/2024 |
Eagle Bay Advisors LLC | 9 | $2 | 12/31/2023 |
VO | 9 | $2 | 12/31/2023 |
MGB Wealth Management LLC | 10 | $2 | 12/31/2023 |
VO | 10 | $2 | 12/31/2023 |
Baldwin Brothers Inc. MA | 3 | $1 | 03/31/2024 |
VO | 3 | $1 | 03/31/2024 |
Robbins Farley LLC | 4 | $1 | 03/31/2024 |
VO | 4 | $1 | 03/31/2024 |
FSC Wealth Advisors LLC | 6 | $1 | 03/31/2024 |
VO | 6 | $1 | 03/31/2024 |
Trifecta Capital Advisors LLC | 3 | $1 | 03/31/2024 |
VO | 3 | $1 | 03/31/2024 |
Your Advocates Ltd. LLP | 5 | $1 | 12/31/2023 |
VO | 5 | $1 | 12/31/2023 |
Grand Wealth Management LLC | 5 | $1 | 12/31/2023 |
VO | 5 | $1 | 12/31/2023 |
Nordwand Advisors LLC | 5 | $1 | 12/31/2023 |
VO | 5 | $1 | 12/31/2023 |
Able Wealth Management LLC | 6 | $1 | 12/31/2023 |
VO | 6 | $1 | 12/31/2023 |
Lowe Wealth Advisors LLC | 2 | $0 | 03/31/2024 |
VO | 2 | $0 | 03/31/2024 |
APCM Wealth Management for Individuals | 2 | $0 | 03/31/2024 |
VO | 2 | $0 | 03/31/2024 |
Silicon Valley Capital Partners | 1 | $0 | 12/31/2023 |
VO | 1 | $0 | 12/31/2023 |
Semmax Financial Advisors Inc. | 2 | $0 | 12/31/2023 |
VO | 2 | $0 | 12/31/2023 |
Simplex Trading LLC | $-71,139 | 03/31/2024 | |
Put | 512,100 | $174,209 | 03/31/2024 |
Call | 358,100 | $96,820 | 03/31/2024 |
VO | 25,015 | $6,250 | 03/31/2024 |
Oak Hill Wealth Advisors LLC | 177,697 | $-44,399,445 | 03/31/2024 |
Put | 177,697 | $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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