HoldingsChannel.com
Funds Holding VOE

On this page, we present all of the funds holding VOE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding VOE, with a link to that fund's top holdings. The next columns indicate the amount of VOE stock held by each of the funds holding VOE, followed by the VOE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 880 funds holding VOE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Betterment LLC. For more details on the positions held by Betterment LLC (or by any of the other funds holding VOE), click the fund name in the "Holder" column of the funds-holding-VOE table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Betterment LLC10,464,869$1,448,129 06/30/2023
     VOE10,464,869$1,448,129 06/30/2023
Morgan Stanley4,277,279$591,890 06/30/2023
     VOE4,277,279$591,890 06/30/2023
Bank of America Corp DE3,309,429$457,959 06/30/2023
     VOE3,309,429$457,959 06/30/2023
Assetmark Inc.2,791,735$386,320 06/30/2023
     VOE2,791,735$386,320 06/30/2023
Royal Bank of Canada2,651,897$366,969 06/30/2023
     VOE2,651,897$366,969 06/30/2023
Wells Fargo & Company MN2,317,008$320,627 06/30/2023
     VOE2,317,008$320,627 06/30/2023
Jones Financial Companies Lllp2,216,231$306,682 06/30/2023
     VOE2,216,231$306,682 06/30/2023
The PNC Financial Services Group Inc.2,104,833$291,267 06/30/2023
     VOE2,104,833$291,267 06/30/2023
TIAA FSB1,941,073$268,606 06/30/2023
     VOE1,941,073$268,606 06/30/2023
UBS Group AG1,854,129$256,574 06/30/2023
     VOE1,854,129$256,574 06/30/2023
Envestnet Asset Management Inc.1,773,525$245,420 06/30/2023
     VOE1,773,525$245,420 06/30/2023
Advisor Group Holdings Inc.1,159,388$160,464 06/30/2023
     VOE1,159,388$160,464 06/30/2023
Ameriprise Financial Inc.1,057,187$146,276 06/30/2023
     VOE1,057,187$146,276 06/30/2023
Stephens Group Asset Management LLC1,015,228$140,487 06/30/2023
     VOE1,015,228$140,487 06/30/2023
LPL Financial LLC994,425$137,609 06/30/2023
     VOE994,425$137,609 06/30/2023
FMR LLC993,633$137,499 06/30/2023
     VOE993,633$137,499 06/30/2023
Northwestern Mutual Wealth Management Co.952,028$131,742 06/30/2023
     VOE952,028$131,742 06/30/2023
Warren Averett Asset Management LLC846,832$117,185 06/30/2023
     VOE846,832$117,185 06/30/2023
Pacific Life Fund Advisors LLC740,670$102,494 06/30/2023
     VOE740,670$102,494 06/30/2023
Rockefeller Capital Management L.P.573,836$79,407 06/30/2023
     VOE573,836$79,407 06/30/2023
Stifel Financial Corp534,048$73,904 06/30/2023
     VOE534,048$73,904 06/30/2023
EP Wealth Advisors LLC9,159$69,237 06/30/2023
     VOE9,159$69,237 06/30/2023
Truist Financial Corp480,246$66,456 06/30/2023
     VOE480,246$66,456 06/30/2023
Commonwealth Equity Services LLC460,762$63,760 06/30/2023
     VOE460,762$63,760 06/30/2023
SYM FINANCIAL Corp452,203$62,576 06/30/2023
     VOE452,203$62,576 06/30/2023
Moneta Group Investment Advisors LLC435,523$60,268 06/30/2023
     VOE435,523$60,268 06/30/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC399,115$55,216 06/30/2023
     VOE399,115$55,216 06/30/2023
Raymond James Financial Services Advisors Inc.388,830$53,806 06/30/2023
     VOE388,830$53,806 06/30/2023
US Bancorp DE386,049$53,421 06/30/2023
     VOE386,049$53,421 06/30/2023
Equitable Holdings Inc.385,701$53,373 06/30/2023
     VOE385,701$53,373 06/30/2023
Mariner LLC385,169$53,294 06/30/2023
     VOE385,169$53,294 06/30/2023
Money Design Co. Ltd.379,044$52,452 06/30/2023
     VOE379,044$52,452 06/30/2023
Miracle Mile Advisors LLC356,893$49,387 06/30/2023
     VOE356,893$49,387 06/30/2023
Orgel Wealth Management LLC337,497$46,703 06/30/2023
     VOE337,497$46,703 06/30/2023
Colony Group LLC321,518$44,492 06/30/2023
     VOE321,518$44,492 06/30/2023
Lincoln National Corp312,311$43,218 06/30/2023
     VOE312,311$43,218 06/30/2023
Creative Planning312,317$43,218 06/30/2023
     VOE312,317$43,218 06/30/2023
Bank of Montreal Can299,395$41,502 06/30/2023
     VOE299,395$41,502 06/30/2023
Rodgers & Associates LTD290,700$40,227 06/30/2023
     VOE290,700$40,227 06/30/2023
MML Investors Services LLC285,967$39,572 06/30/2023
     VOE285,967$39,572 06/30/2023
Trust Co269,655$37,314 06/30/2023
     VOE269,655$37,314 06/30/2023
1832 Asset Management L.P.263,218$36,424 06/30/2023
     VOE263,218$36,424 06/30/2023
Marotta Asset Management257,383$35,617 06/30/2023
     VOE257,383$35,617 06/30/2023
Private Advisor Group LLC248,883$35,426 06/30/2023
     VOE248,883$35,426 06/30/2023
Inspirion Wealth Advisors LLC241,305$33,392 06/30/2023
     VOE241,305$33,392 06/30/2023
Natixis Advisors L.P.236,999$32,796 06/30/2023
     VOE236,999$32,796 06/30/2023
Condor Capital Management226,826$31,388 06/30/2023
     VOE226,826$31,388 06/30/2023
First Republic Investment Management Inc.222,049$30,727 06/30/2023
     VOE222,049$30,727 06/30/2023
Krilogy Financial LLC219,729$30,406 06/30/2023
     VOE219,729$30,406 06/30/2023
Summit Financial LLC215,177$29,776 06/30/2023
     VOE215,177$29,776 06/30/2023
JPMorgan Chase & Co.203,230$28,123 06/30/2023
     VOE203,230$28,123 06/30/2023
McAdam LLC191,892$26,554 06/30/2023
     VOE191,892$26,554 06/30/2023
Falcon Wealth Planning188,461$26,079 06/30/2023
     VOE188,461$26,079 06/30/2023
Raymond James & Associates181,576$25,127 06/30/2023
     VOE181,576$25,127 06/30/2023
Kwmg LLC171,571$23,742 06/30/2023
     VOE171,571$23,742 06/30/2023
Cambridge Investment Research Advisors Inc.169,682$23,481 06/30/2023
     VOE169,682$23,481 06/30/2023
Praetorian Wealth Management Inc.164,110$22,710 06/30/2023
     VOE164,110$22,710 06/30/2023
ERTS Wealth Advisors LLC159,344$22,050 06/30/2023
     VOE159,344$22,050 06/30/2023
Integrated Wealth Concepts LLC158,541$21,939 06/30/2023
     VOE158,541$21,939 06/30/2023
Bragg Financial Advisors Inc156,819$21,701 06/30/2023
     VOE156,819$21,701 06/30/2023
BHK Investment Advisors LLC154,849$21,428 06/30/2023
     VOE154,849$21,428 06/30/2023
WoodTrust Financial Corp152,452$21,096 06/30/2023
     VOE152,452$21,096 06/30/2023
Baird Financial Group Inc.151,478$20,962 06/30/2023
     VOE151,478$20,962 06/30/2023
Stephens Inc. AR150,260$20,793 06/30/2023
     VOE150,260$20,793 06/30/2023
Capital Advantage Inc.139,830$19,487 06/30/2023
     VOE139,830$19,487 06/30/2023
Bogart Wealth LLC139,417$19,293 06/30/2023
     VOE139,417$19,293 06/30/2023
Total Wealth Planning LLC137,108$18,973 06/30/2023
     VOE137,108$18,973 06/30/2023
Blair William & Co. IL134,492$18,611 06/30/2023
     VOE134,492$18,611 06/30/2023
Benjamin F. Edwards & Company Inc.131,709$18,226 06/30/2023
     VOE131,709$18,226 06/30/2023
Prudential Financial Inc.130,769$18,096 06/30/2023
     VOE130,769$18,096 06/30/2023
Shakespeare Wealth Management Inc.128,311$17,756 06/30/2023
     VOE128,311$17,756 06/30/2023
GWM Advisors LLC126,970$17,570 06/30/2023
     VOE126,970$17,570 06/30/2023
Aire Advisors LLC122,393$16,946 06/30/2023
     VOE122,393$16,946 06/30/2023
Cetera Advisor Networks LLC119,080$16,412 06/30/2023
     VOE119,080$16,412 06/30/2023
Kestra Advisory Services LLC114,104$15,790 06/30/2023
     VOE114,104$15,790 06/30/2023
Avion Wealth113,332$15,682 06/30/2023
     VOE113,332$15,682 06/30/2023
Ellevest Inc.113,238$15,670 06/30/2023
     VOE113,238$15,670 06/30/2023
HighTower Advisors LLC112,447$15,537 06/30/2023
     VOE112,447$15,537 06/30/2023
Thrivent Financial for Lutherans110,033$15,219 06/30/2023
     VOE110,033$15,219 06/30/2023
Bishop & Co Investment Management LLC2,098,256$15,163 06/30/2023
     VOE2,098,256$15,163 06/30/2023
Sage Financial Group Inc.108,462$15,009 06/30/2023
     VOE108,462$15,009 06/30/2023
Ledyard National Bank108,252$14,980 06/30/2023
     VOE108,252$14,980 06/30/2023
Strategic Investment Advisors MI107,912$14,933 06/30/2023
     VOE107,912$14,933 06/30/2023
Peapack Gladstone Financial Corp107,239$14,840 06/30/2023
     VOE107,239$14,840 06/30/2023
Presilium Private Wealth LLC106,640$14,757 06/30/2023
     VOE106,640$14,757 06/30/2023
Engrave Wealth Partners LLC106,084$14,680 06/30/2023
     VOE106,084$14,680 06/30/2023
Evensky & Katz LLC104,296$14,432 06/30/2023
     VOE104,296$14,432 06/30/2023
Fifth Third Bancorp103,882$14,375 06/30/2023
     VOE103,882$14,375 06/30/2023
Alps Advisors Inc.103,460$14,317 06/30/2023
     VOE103,460$14,317 06/30/2023
Janney Montgomery Scott LLC95,520$13,218 06/30/2023
     VOE95,520$13,218 06/30/2023
Asset Management Group Inc.93,971$13,004 06/30/2023
     VOE93,971$13,004 06/30/2023
Mercer Global Advisors Inc. ADV93,803$12,980 06/30/2023
     VOE93,803$12,980 06/30/2023
Sepio Capital LP90,312$12,497 06/30/2023
     VOE90,312$12,497 06/30/2023
Compton Wealth Advisory Group LLC90,159$12,476 06/30/2023
     VOE90,159$12,476 06/30/2023
SNS Financial Group LLC88,801$12,288 06/30/2023
     VOE88,801$12,288 06/30/2023
Pacific Center for Financial Services88,528$12,251 06/30/2023
     VOE88,528$12,251 06/30/2023
Honkamp Krueger Financial Services Inc.87,312$12,082 06/30/2023
     VOE87,312$12,082 06/30/2023
Sontag Advisory LLC85,837$11,878 06/30/2023
     VOE85,837$11,878 06/30/2023
Leavell Investment Management Inc.85,653$11,853 06/30/2023
     VOE85,653$11,853 06/30/2023
Octavia Wealth Advisors LLC84,495$11,692 06/30/2023
     VOE84,495$11,692 06/30/2023
AE Wealth Management LLC83,575$11,565 06/30/2023
     VOE83,575$11,565 06/30/2023
State of Wisconsin Board of Commissioners of Public Lands81,535$11,283 06/30/2023
     VOE81,535$11,283 06/30/2023
Visionary Wealth Advisors81,494$11,277 06/30/2023
     VOE81,494$11,277 06/30/2023
Cetera Investment Advisers80,090$11,083 06/30/2023
     VOE80,090$11,083 06/30/2023
Citadel Advisors LLC $10,729 06/30/2023
     VOE65,031$8,999 06/30/2023
     Call13,000$1,799 06/30/2023
     Put500$69 06/30/2023
Brookstone Capital Management77,055$10,664 06/30/2023
     VOE77,055$10,664 06/30/2023
Forte Capital LLC ADV75,399$10,434 06/30/2023
     VOE75,399$10,434 06/30/2023
Edmonds Duncan Registered Investment Advisors LLC74,931$10,369 06/30/2023
     VOE74,931$10,369 06/30/2023
Lmcg Investments LLC74,784$10,349 06/30/2023
     VOE74,784$10,349 06/30/2023
Southern Wealth Management LLP76,629$10,274 03/31/2023
     VOE76,629$10,274 03/31/2023
BRYN MAWR TRUST Co72,553$10,040 06/30/2023
     VOE72,553$10,040 06/30/2023
Kohmann Bosshard Financial Services LLC72,271$10,001 06/30/2023
     VOE72,271$10,001 06/30/2023
Eagle Strategies LLC71,645$9,914 06/30/2023
     VOE71,645$9,914 06/30/2023
Lutz Financial Services LLC70,771$9,793 06/30/2023
     VOE70,771$9,793 06/30/2023
ProVise Management Group LLC70,410$9,743 06/30/2023
     VOE70,410$9,743 06/30/2023
Columbia Advisory Partners LLC69,947$9,679 06/30/2023
     VOE69,947$9,679 06/30/2023
CX Institutional68,447$9,472 06/30/2023
     VOE68,447$9,472 06/30/2023
Prosperity Planning Inc.68,179$9,435 06/30/2023
     VOE68,179$9,435 06/30/2023
Geneos Wealth Management Inc.67,957$9,404 06/30/2023
     VOE67,957$9,404 06/30/2023
Chicago Partners Investment Group LLC65,645$9,337 06/30/2023
     VOE65,645$9,337 06/30/2023
DAVENPORT & Co LLC67,362$9,322 06/30/2023
     VOE67,362$9,322 06/30/2023
D.A. Davidson & CO.66,789$9,242 06/30/2023
     VOE66,789$9,242 06/30/2023
MAI Capital Management65,422$9,053 06/30/2023
     VOE65,422$9,053 06/30/2023
Bank of New York Mellon Corp64,723$8,956 06/30/2023
     VOE64,723$8,956 06/30/2023
Dougherty Wealth Advisers LLC63,757$8,823 06/30/2023
     VOE63,757$8,823 06/30/2023
Susquehanna International Group LLP $8,799 06/30/2023
     Call53,600$7,417 06/30/2023
     VOE12,089$1,673 06/30/2023
     Put2,100$291 06/30/2023
Alesco Advisors LLC62,633$8,667 06/30/2023
     VOE62,633$8,667 06/30/2023
Beacon Pointe Advisors LLC62,064$8,588 06/30/2023
     VOE62,064$8,588 06/30/2023
Bleakley Financial Group LLC62,059$8,588 06/30/2023
     VOE62,059$8,588 06/30/2023
Sawtooth Solutions LLC62,020$8,582 06/30/2023
     VOE62,020$8,582 06/30/2023
Atlas Capital Advisors LLC61,901$8,566 06/30/2023
     VOE61,901$8,566 06/30/2023
Fullen Financial Group63,042$8,510 03/31/2023
     VOE63,042$8,510 03/31/2023
Cary Street Partners Asset Management LLC61,030$8,445 06/30/2023
     VOE61,030$8,445 06/30/2023
Allworth Financial LP60,849$8,420 06/30/2023
     VOE60,849$8,420 06/30/2023
OLIO Financial Planning60,705$8,400 06/30/2023
     VOE60,705$8,400 06/30/2023
BOKF NA60,453$8,365 06/30/2023
     VOE60,453$8,365 06/30/2023
Exencial Wealth Advisors LLC58,753$8,130 06/30/2023
     VOE58,753$8,130 06/30/2023
BNP Paribas Arbitrage SA58,503$8,096 06/30/2023
     VOE58,503$8,096 06/30/2023
Annapolis Financial Services LLC58,404$8,082 06/30/2023
     VOE58,404$8,082 06/30/2023
JMG Financial Group Ltd.58,398$8,081 06/30/2023
     VOE58,398$8,081 06/30/2023
SPC Financial Inc.57,774$7,995 06/30/2023
     VOE57,774$7,995 06/30/2023
Highland Capital Management LLC56,556$7,826 06/30/2023
     VOE56,556$7,826 06/30/2023
Goepper Burkhardt LLC55,380$7,664 06/30/2023
     VOE55,380$7,664 06/30/2023
RTD Financial Advisors Inc.54,387$7,526 06/30/2023
     VOE54,387$7,526 06/30/2023
Commerce Bank52,107$7,211 06/30/2023
     VOE52,107$7,211 06/30/2023
Manchester Capital Management LLC51,426$7,116 06/30/2023
     VOE51,426$7,116 06/30/2023
SOA Wealth Advisors LLC.51,336$7,104 06/30/2023
     VOE51,336$7,104 06/30/2023
Financial Planning & Information Services Inc.50,809$7,031 06/30/2023
     VOE50,809$7,031 06/30/2023
Texas Yale Capital Corp.50,709$7,017 06/30/2023
     VOE50,709$7,017 06/30/2023
Massmutual Trust Co. FSB ADV50,502$6,988 06/30/2023
     VOE50,502$6,988 06/30/2023
Park Avenue Securities LLC49,580$6,861 06/30/2023
     VOE49,580$6,861 06/30/2023
Northern Trust Corp49,562$6,858 06/30/2023
     VOE49,562$6,858 06/30/2023
Scott Capital Advisors LLC49,170$6,804 06/30/2023
     VOE49,170$6,804 06/30/2023
Captrust Financial Advisors48,996$6,780 06/30/2023
     VOE48,996$6,780 06/30/2023
Iron Horse Wealth Management LLC48,590$6,724 06/30/2023
     VOE48,590$6,724 06/30/2023
Ledge Wealth Management Inc.48,587$6,724 06/30/2023
     VOE48,587$6,724 06/30/2023
Provident Wealth Management LLC47,834$6,619 06/30/2023
     VOE47,834$6,619 06/30/2023
Taylor Cottrill Erickson & Associates Inc.47,679$6,598 06/30/2023
     VOE47,679$6,598 06/30/2023
Brickley Wealth Management47,575$6,583 06/30/2023
     VOE47,575$6,583 06/30/2023
Wealthcare Advisory Partners LLC46,805$6,477 06/30/2023
     VOE46,805$6,477 06/30/2023
CWM LLC46,495$6,434 06/30/2023
     VOE46,495$6,434 06/30/2023
Opes Wealth Management LLC45,866$6,347 06/30/2023
     VOE45,866$6,347 06/30/2023
Cranbrook Wealth Management LLC45,690$6,323 06/30/2023
     VOE45,690$6,323 06/30/2023
Taylor & Morgan Wealth Management LLC43,841$6,067 06/30/2023
     VOE43,841$6,067 06/30/2023
MMA Asset Management LLC43,759$6,055 06/30/2023
     VOE43,759$6,055 06/30/2023
Financial Counselors Inc.43,531$6,024 06/30/2023
     VOE43,531$6,024 06/30/2023
Pittenger & Anderson Inc.42,554$5,889 06/30/2023
     VOE42,554$5,889 06/30/2023
OLD National Bancorp IN42,416$5,870 06/30/2023
     VOE42,416$5,870 06/30/2023
UMB Bank N A MO41,767$5,780 06/30/2023
     VOE41,767$5,780 06/30/2023
Cornerstone Planning Group LLC41,612$5,758 06/30/2023
     VOE41,612$5,758 06/30/2023
Merit Financial Group LLC39,996$5,535 06/30/2023
     VOE39,996$5,535 06/30/2023
Smallwood Wealth Investment Management LLC39,881$5,519 06/30/2023
     VOE39,881$5,519 06/30/2023
Bangor Savings Bank39,647$5,486 06/30/2023
     VOE39,647$5,486 06/30/2023
First Horizon Advisors Inc.39,073$5,407 06/30/2023
     VOE39,073$5,407 06/30/2023
Atria Wealth Solutions Inc.37,987$5,257 06/30/2023
     VOE37,987$5,257 06/30/2023
Petix & Botte Co37,695$5,216 06/30/2023
     VOE37,695$5,216 06/30/2023
SOL Capital Management CO37,612$5,205 06/30/2023
     VOE37,612$5,205 06/30/2023
Connable Office Inc.37,471$5,185 06/30/2023
     VOE37,471$5,185 06/30/2023
King Wealth37,201$5,148 06/30/2023
     VOE37,201$5,148 06/30/2023
Millburn Ridgefield Corp37,194$5,147 06/30/2023
     VOE37,194$5,147 06/30/2023
Alpha Omega Wealth Management LLC36,916$5,108 06/30/2023
     VOE36,916$5,108 06/30/2023
Regal Investment Advisors LLC36,823$5,096 06/30/2023
     VOE36,823$5,096 06/30/2023
Forza Wealth Management LLC36,482$5,048 06/30/2023
     VOE36,482$5,048 06/30/2023
Navalign LLC36,263$5,018 06/30/2023
     VOE36,263$5,018 06/30/2023
Harvest Group Wealth Management LLC37,051$4,967 03/31/2023
     VOE37,051$4,967 03/31/2023
Twin Focus Capital Partners LLC35,747$4,947 06/30/2023
     VOE35,747$4,947 06/30/2023
Ruggaard & Associates LLC35,617$4,929 06/30/2023
     VOE35,617$4,929 06/30/2023
Perigon Wealth Management LLC35,546$4,919 06/30/2023
     VOE35,546$4,919 06/30/2023
Mosaic Family Wealth Partners LLC35,417$4,901 06/30/2023
     VOE35,417$4,901 06/30/2023
Financial Guidance Group Inc.34,682$4,799 06/30/2023
     VOE34,682$4,799 06/30/2023
Financial Advisory Service Inc.34,382$4,758 06/30/2023
     VOE34,382$4,758 06/30/2023
Sharper & Granite LLC34,374$4,757 06/30/2023
     VOE34,374$4,757 06/30/2023
United Capital Financial Advisers LLC34,315$4,748 06/30/2023
     VOE34,315$4,748 06/30/2023
Cary Street Partners Investment Advisory LLC33,998$4,705 06/30/2023
     VOE33,998$4,705 06/30/2023
JNBA Financial Advisors33,505$4,636 06/30/2023
     VOE33,505$4,636 06/30/2023
TFB Advisors LLC32,760$4,533 06/30/2023
     VOE32,760$4,533 06/30/2023
Harbor Investment Advisory LLC32,502$4,498 06/30/2023
     VOE32,502$4,498 06/30/2023
SWAN Capital LLC33,533$4,496 03/31/2023
     VOE33,533$4,496 03/31/2023
Cassady Schiller Wealth Management LLC31,560$4,367 06/30/2023
     VOE31,560$4,367 06/30/2023
Everhart Financial Group Inc.19,268$4,325 06/30/2023
     VOE19,268$4,325 06/30/2023
Pure Financial Advisors Inc.31,138$4,309 06/30/2023
     VOE31,138$4,309 06/30/2023
MY Purposeful Wealth CORP.30,959$4,284 06/30/2023
     VOE30,959$4,284 06/30/2023
Spire Wealth Management30,516$4,223 06/30/2023
     VOE30,516$4,223 06/30/2023
HB Wealth Management LLC30,288$4,191 06/30/2023
     VOE30,288$4,191 06/30/2023
Accel Wealth Management30,278$4,190 06/30/2023
     VOE30,278$4,190 06/30/2023
Investments & Financial Planning LLC30,018$4,154 06/30/2023
     VOE30,018$4,154 06/30/2023
We Are One Seven LLC29,929$4,142 06/30/2023
     VOE29,929$4,142 06/30/2023
Fifth Third Securities Inc.29,726$4,114 06/30/2023
     VOE29,726$4,114 06/30/2023
Sargent Investment Group LLC29,728$4,114 06/30/2023
     VOE29,728$4,114 06/30/2023
Brown Advisory Inc.29,689$4,108 06/30/2023
     VOE29,689$4,108 06/30/2023
Glenview Trust Co29,578$4,093 06/30/2023
     VOE29,578$4,093 06/30/2023
Tocqueville Asset Management L.P.29,033$4,018 06/30/2023
     VOE29,033$4,018 06/30/2023
Advisory Services Network LLC28,847$3,992 06/30/2023
     VOE28,847$3,992 06/30/2023
Wsfs Capital Management LLC28,831$3,990 06/30/2023
     VOE28,831$3,990 06/30/2023
Zeit Capital LLC28,766$3,981 06/30/2023
     VOE28,766$3,981 06/30/2023
Verus Capital Partners LLC28,596$3,957 06/30/2023
     VOE28,596$3,957 06/30/2023
Tenret Co LLC28,366$3,925 06/30/2023
     VOE28,366$3,925 06/30/2023
Stokes Family Office LLC28,072$3,885 06/30/2023
     VOE28,072$3,885 06/30/2023
EverSource Wealth Advisors LLC27,747$3,840 06/30/2023
     VOE27,747$3,840 06/30/2023
Eclectic Associates Inc. ADV27,456$3,799 06/30/2023
     VOE27,456$3,799 06/30/2023
Sigma Planning Corp27,421$3,795 06/30/2023
     VOE27,421$3,795 06/30/2023
Capital Advisors Wealth Management LLC26,975$3,733 06/30/2023
     VOE26,975$3,733 06/30/2023
Echo45 Advisors LLC26,550$3,674 06/30/2023
     VOE26,550$3,674 06/30/2023
First United Bank Trust26,080$3,609 06/30/2023
     VOE26,080$3,609 06/30/2023
Tacita Capital Inc25,825$3,574 06/30/2023
     VOE25,825$3,574 06/30/2023
Ifrah Financial Services Inc.25,270$3,497 06/30/2023
     VOE25,270$3,497 06/30/2023
Signet Financial Management LLC25,171$3,483 06/30/2023
     VOE25,171$3,483 06/30/2023
CI Private Wealth LLC25,123$3,477 06/30/2023
     VOE25,123$3,477 06/30/2023
Becker Capital Management Inc.24,948$3,452 06/30/2023
     VOE24,948$3,452 06/30/2023
CIBC Private Wealth Group LLC24,903$3,446 06/30/2023
     VOE24,903$3,446 06/30/2023
Cresset Asset Management LLC24,636$3,409 06/30/2023
     VOE24,636$3,409 06/30/2023
Steward Partners Investment Advisory LLC24,276$3,359 06/30/2023
     VOE24,276$3,359 06/30/2023
HFG Advisors Inc.24,253$3,356 06/30/2023
     VOE24,253$3,356 06/30/2023
Kestra Private Wealth Services LLC24,222$3,352 06/30/2023
     VOE24,222$3,352 06/30/2023
Financial Advisory Corp UT ADV24,188$3,347 06/30/2023
     VOE24,188$3,347 06/30/2023
WNY Asset Management LLC23,969$3,317 06/30/2023
     VOE23,969$3,317 06/30/2023
Cetera Advisors LLC23,765$3,289 06/30/2023
     VOE23,765$3,289 06/30/2023
Paragon Advisors LLC23,592$3,264 06/30/2023
     VOE23,592$3,264 06/30/2023
Comerica Securities Inc.22,865$3,164 06/30/2023
     VOE22,865$3,164 06/30/2023
Atria Investments LLC22,859$3,163 06/30/2023
     VOE22,859$3,163 06/30/2023
Associated Banc Corp22,353$3,093 06/30/2023
     VOE22,353$3,093 06/30/2023
WealthShield Partners LLC22,053$3,052 06/30/2023
     VOE22,053$3,052 06/30/2023
Noble Family Wealth LLC21,940$3,036 06/30/2023
     VOE21,940$3,036 06/30/2023
White Lighthouse Investment Management Inc.21,455$2,969 06/30/2023
     VOE21,455$2,969 06/30/2023
Fee Only Financial Planning L.C.21,051$2,913 06/30/2023
     VOE21,051$2,913 06/30/2023
TAGStone Capital Inc.21,026$2,910 06/30/2023
     VOE21,026$2,910 06/30/2023
Black Diamond Financial LLC20,795$2,878 06/30/2023
     VOE20,795$2,878 06/30/2023
HBK Sorce Advisory LLC20,782$2,876 06/30/2023
     VOE20,782$2,876 06/30/2023
Wellspring Financial Advisors LLC798,319$2,870 06/30/2023
     VOE798,319$2,870 06/30/2023
Sterling Financial Planning Inc.20,696$2,864 06/30/2023
     VOE20,696$2,864 06/30/2023
Maltin Wealth Management Inc.20,283$2,807 06/30/2023
     VOE20,283$2,807 06/30/2023
Nations Financial Group Inc. IA ADV20,150$2,788 06/30/2023
     VOE20,150$2,788 06/30/2023
Goldman Sachs Group Inc.20,116$2,784 06/30/2023
     VOE20,116$2,784 06/30/2023
Thrive Capital Management LLC19,909$2,755 06/30/2023
     VOE19,909$2,755 06/30/2023
CENTRAL TRUST Co19,780$2,737 06/30/2023
     VOE19,780$2,737 06/30/2023
Midwest Financial Group LLC19,714$2,728 06/30/2023
     VOE19,714$2,728 06/30/2023
Ironsides Asset Advisors LLC19,471$2,695 06/30/2023
     VOE19,471$2,695 06/30/2023
Jefferies Financial Group Inc.19,344$2,677 06/30/2023
     VOE19,344$2,677 06/30/2023
Brighton Jones LLC19,289$2,669 06/30/2023
     VOE19,289$2,669 06/30/2023
Trustmark National Bank Trust Department19,057$2,637 06/30/2023
     VOE19,057$2,637 06/30/2023
CBIZ Investment Advisory Services LLC19,027$2,636 06/30/2023
     VOE19,027$2,636 06/30/2023
Richard P Slaughter Associates Inc18,899$2,615 06/30/2023
     VOE18,899$2,615 06/30/2023
Avant Capital LLC18,857$2,609 06/30/2023
     VOE18,857$2,609 06/30/2023
Econ Financial Services Corp18,642$2,580 06/30/2023
     VOE18,642$2,580 06/30/2023
Jane Street Group LLC18,399$2,546 06/30/2023
     VOE18,399$2,546 06/30/2023
Valley National Advisers Inc.18,385$2,545 06/30/2023
     VOE18,385$2,545 06/30/2023
Lpwm LLC18,230$2,538 06/30/2023
     VOE18,230$2,538 06/30/2023
Checchi Capital Advisers LLC18,210$2,520 06/30/2023
     VOE18,210$2,520 06/30/2023
Stillwater Capital Advisors LLC18,039$2,496 06/30/2023
     VOE18,039$2,496 06/30/2023
Lumature Wealth Partners LLC18,037$2,496 06/30/2023
     VOE18,037$2,496 06/30/2023
Insigneo Advisory Services LLC18,000$2,491 06/30/2023
     VOE18,000$2,491 06/30/2023
Collective Family Office LLC17,831$2,467 06/30/2023
     VOE17,831$2,467 06/30/2023
AdvisorNet Financial Inc17,773$2,459 06/30/2023
     VOE17,773$2,459 06/30/2023
Axiom Advisory LLC17,640$2,441 06/30/2023
     VOE17,640$2,441 06/30/2023
Clear Harbor Asset Management LLC17,619$2,438 06/30/2023
     VOE17,619$2,438 06/30/2023
MAS Advisors LLC17,393$2,407 06/30/2023
     VOE17,393$2,407 06/30/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management17,302$2,394 06/30/2023
     VOE17,302$2,394 06/30/2023
Windsor Group LTD17,278$2,391 06/30/2023
     VOE17,278$2,391 06/30/2023
Simmons Bank17,229$2,384 06/30/2023
     VOE17,229$2,384 06/30/2023
Wedmont Private Capital16,820$2,375 06/30/2023
     VOE16,820$2,375 06/30/2023
Hallmark Capital Management Inc.17,109$2,368 06/30/2023
     VOE17,109$2,368 06/30/2023
Pathstone Family Office LLC17,062$2,361 06/30/2023
     VOE17,062$2,361 06/30/2023
IVC Wealth Advisors LLC16,853$2,332 06/30/2023
     VOE16,853$2,332 06/30/2023
National Asset Management Inc.16,843$2,331 06/30/2023
     VOE16,843$2,331 06/30/2023
Washington Trust Advisors Inc.16,847$2,331 06/30/2023
     VOE16,847$2,331 06/30/2023
Sound View Wealth Advisors Group LLC16,827$2,329 06/30/2023
     VOE16,827$2,329 06/30/2023
Day & Ennis LLC16,646$2,304 06/30/2023
     VOE16,646$2,304 06/30/2023
Inspire Advisors LLC16,653$2,304 06/30/2023
     VOE16,653$2,304 06/30/2023
Sierra Capital LLC16,557$2,291 06/30/2023
     VOE16,557$2,291 06/30/2023
NewEdge Wealth LLC16,495$2,283 06/30/2023
     VOE16,495$2,283 06/30/2023
RSM US Wealth Management LLC16,438$2,275 06/30/2023
     VOE16,438$2,275 06/30/2023
Avantax Advisory Services Inc.16,040$2,220 06/30/2023
     VOE16,040$2,220 06/30/2023
Cerity Partners LLC15,860$2,195 06/30/2023
     VOE15,860$2,195 06/30/2023
Pinnacle Financial Group LLC IL15,476$2,142 06/30/2023
     VOE15,476$2,142 06/30/2023
Harbour Investments Inc.15,473$2,141 06/30/2023
     VOE15,473$2,141 06/30/2023
Northern Capital Management Inc.15,425$2,134 06/30/2023
     VOE15,425$2,134 06/30/2023
Proequities Inc.15,313$2,119 06/30/2023
     VOE15,313$2,119 06/30/2023
Cozad Asset Management Inc.15,138$2,095 06/30/2023
     VOE15,138$2,095 06/30/2023
Advisory Alpha LLC15,134$2,094 06/30/2023
     VOE15,134$2,094 06/30/2023
Tempus Wealth Planning LLC15,055$2,083 06/30/2023
     VOE15,055$2,083 06/30/2023
180 Wealth Advisors LLC14,913$2,076 06/30/2023
     VOE14,913$2,076 06/30/2023
Empirical Finance LLC14,791$2,047 06/30/2023
     VOE14,791$2,047 06/30/2023
Wescott Financial Advisory Group LLC14,738$2,039 06/30/2023
     VOE14,738$2,039 06/30/2023
FinTrust Capital Advisors LLC15,013$2,030 06/30/2023
     VOE15,013$2,030 06/30/2023
Synovus Financial Corp14,208$1,966 06/30/2023
     VOE14,208$1,966 06/30/2023
AIMZ Investment Advisors LLC14,049$1,944 06/30/2023
     VOE14,049$1,944 06/30/2023
MidWestOne Financial Group Inc.13,946$1,930 06/30/2023
     VOE13,946$1,930 06/30/2023
Baker Ellis Asset Management LLC13,920$1,926 06/30/2023
     VOE13,920$1,926 06/30/2023
NovaPoint Capital LLC13,908$1,925 06/30/2023
     VOE13,908$1,925 06/30/2023
StrategIQ Financial Group LLC13,770$1,905 06/30/2023
     VOE13,770$1,905 06/30/2023
Phillips Financial Management LLC13,729$1,900 06/30/2023
     VOE13,729$1,900 06/30/2023
Grimes & Company Inc.13,656$1,890 06/30/2023
     VOE13,656$1,890 06/30/2023
DDFG Inc13,541$1,874 06/30/2023
     VOE13,541$1,874 06/30/2023
Hexagon Capital Partners LLC13,490$1,867 06/30/2023
     VOE13,490$1,867 06/30/2023
American Trust13,305$1,841 06/30/2023
     VOE13,305$1,841 06/30/2023
Prime Capital Investment Advisors LLC13,289$1,839 06/30/2023
     VOE13,289$1,839 06/30/2023
Buckingham Strategic Wealth LLC13,225$1,830 06/30/2023
     VOE13,225$1,830 06/30/2023
Center For Asset Management LLC13,180$1,824 06/30/2023
     VOE13,180$1,824 06/30/2023
RFG Advisory LLC13,156$1,821 06/30/2023
     VOE13,156$1,821 06/30/2023
Index Fund Advisors Inc.13,064$1,808 06/30/2023
     VOE13,064$1,808 06/30/2023
Girard Partners LTD.13,050$1,806 06/30/2023
     VOE13,050$1,806 06/30/2023
Ausdal Financial Partners Inc.12,843$1,777 06/30/2023
     VOE12,843$1,777 06/30/2023
Staley Capital Advisers Inc.12,755$1,765 06/30/2023
     VOE12,755$1,765 06/30/2023
AMG National Trust Bank12,735$1,762 06/30/2023
     VOE12,735$1,762 06/30/2023
Atlantic Union Bankshares Corp12,725$1,761 06/30/2023
     VOE12,725$1,761 06/30/2023
Planning Directions Inc.12,554$1,737 06/30/2023
     VOE12,554$1,737 06/30/2023
Bank of Hawaii12,510$1,731 06/30/2023
     VOE12,510$1,731 06/30/2023
Well Done LLC12,508$1,731 06/30/2023
     VOE12,508$1,731 06/30/2023
Etfidea LLC12,335$1,707 06/30/2023
     VOE12,335$1,707 06/30/2023
Meridian Wealth Management LLC12,138$1,680 06/30/2023
     VOE12,138$1,680 06/30/2023
Atlas Brown Inc.12,105$1,675 06/30/2023
     VOE12,105$1,675 06/30/2023
Wealth Alliance12,008$1,662 06/30/2023
     VOE12,008$1,662 06/30/2023
Axxcess Wealth Management LLC11,926$1,650 06/30/2023
     VOE11,926$1,650 06/30/2023
Eagle Bay Advisors LLC11,865$1,642 06/30/2023
     VOE11,865$1,642 06/30/2023
Imprint Wealth LLC16,398$1,640 06/30/2023
     VOE16,398$1,640 06/30/2023
Pathway Financial Advisors LLC11,810$1,634 06/30/2023
     VOE11,810$1,634 06/30/2023
Dentgroup LLC11,737$1,624 06/30/2023
     VOE11,737$1,624 06/30/2023
Willis Johnson & Associates Inc.11,682$1,617 06/30/2023
     VOE11,682$1,617 06/30/2023
Evergreen Wealth Management LLC11,996$1,585 06/30/2023
     VOE11,996$1,585 06/30/2023
Ascent Group LLC11,142$1,576 06/30/2023
     VOE11,142$1,576 06/30/2023
Grove Bank & Trust11,362$1,572 06/30/2023
     VOE11,362$1,572 06/30/2023
Roof Eidam & Maycock ADV11,270$1,560 06/30/2023
     VOE11,270$1,560 06/30/2023
Clark Financial Services Group Inc. BD11,220$1,553 06/30/2023
     VOE11,220$1,553 06/30/2023
Wellington Management Group LLP11,112$1,538 06/30/2023
     VOE11,112$1,538 06/30/2023
Wells Trecaso Financial Group LLC11,001$1,522 06/30/2023
     VOE11,001$1,522 06/30/2023
Argent Trust Co10,906$1,509 06/30/2023
     VOE10,906$1,509 06/30/2023
Country Club Bank GFN10,983$1,507 06/30/2023
     VOE10,983$1,507 06/30/2023
Cadence Wealth Management LLC10,881$1,506 06/30/2023
     VOE10,881$1,506 06/30/2023
Relaxing Retirement Coach10,847$1,501 06/30/2023
     VOE10,847$1,501 06/30/2023
Culbertson A N & Co. Inc.10,801$1,495 06/30/2023
     VOE10,801$1,495 06/30/2023
Ballentine Partners LLC10,746$1,487 06/30/2023
     VOE10,746$1,487 06/30/2023
Arete Wealth Advisors LLC10,671$1,477 06/30/2023
     VOE10,671$1,477 06/30/2023
IHT Wealth Management LLC10,635$1,472 06/30/2023
     VOE10,635$1,472 06/30/2023
Sterling Financial Group Inc.10,520$1,456 06/30/2023
     VOE10,520$1,456 06/30/2023
Oppenheimer & Co. Inc.10,436$1,444 06/30/2023
     VOE10,436$1,444 06/30/2023
Stratos Wealth Partners LTD.10,432$1,444 06/30/2023
     VOE10,432$1,444 06/30/2023
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors10,435$1,444 06/30/2023
     VOE10,435$1,444 06/30/2023
Pacific Sun Financial Corp10,698$1,434 06/30/2023
     VOE10,698$1,434 06/30/2023
J.W. Cole Advisors Inc.10,310$1,427 06/30/2023
     VOE10,310$1,427 06/30/2023
Insight Advisors LLC PA10,259$1,420 06/30/2023
     VOE10,259$1,420 06/30/2023
Wealthcare Capital Management LLC10,256$1,419 06/30/2023
     VOE10,256$1,419 06/30/2023
Stratos Wealth Advisors LLC10,126$1,401 06/30/2023
     VOE10,126$1,401 06/30/2023
Paradigm Financial Partners LLC10,126$1,401 06/30/2023
     VOE10,126$1,401 06/30/2023
Patriot Investment Management Inc.10,119$1,400 06/30/2023
     VOE10,119$1,400 06/30/2023
Thoroughbred Financial Services LLC10,078$1,394 06/30/2023
     VOE10,078$1,394 06/30/2023
Global Retirement Partners LLC10,053$1,391 06/30/2023
     VOE10,053$1,391 06/30/2023
Financial Advocates Investment Management9,891$1,369 06/30/2023
     VOE9,891$1,369 06/30/2023
Safeguard Financial LLC9,531$1,318 06/30/2023
     VOE9,531$1,318 06/30/2023
Prospera Financial Services Inc9,487$1,315 06/30/2023
     VOE9,487$1,315 06/30/2023
Aspire Wealth Management Corp9,438$1,306 06/30/2023
     VOE9,438$1,306 06/30/2023
Citigroup Inc.9,378$1,298 06/30/2023
     VOE9,378$1,298 06/30/2023
Centered Wealth LLC dba Miller Equity Capital Advisors9,377$1,298 06/30/2023
     VOE9,377$1,298 06/30/2023
SC&H Financial Advisors Inc.9,350$1,294 06/30/2023
     VOE9,350$1,294 06/30/2023
Capital Square LLC9,211$1,275 06/30/2023
     VOE9,211$1,275 06/30/2023
Wealthfront Advisers LLC9,200$1,273 06/30/2023
     VOE9,200$1,273 06/30/2023
Park Place Capital Corp9,159$1,267 06/30/2023
     VOE9,159$1,267 06/30/2023
Prudential PLC9,128$1,263 06/30/2023
     VOE9,128$1,263 06/30/2023
Integrated Advisors Network LLC9,112$1,261 06/30/2023
     VOE9,112$1,261 06/30/2023
Acropolis Investment Management LLC9,049$1,252 06/30/2023
     VOE9,049$1,252 06/30/2023
Howland Capital Management LLC9,040$1,251 06/30/2023
     VOE9,040$1,251 06/30/2023
General American Investors Co. Inc.9,000$1,245 06/30/2023
     VOE9,000$1,245 06/30/2023
Northeast Financial Consultants Inc8,828$1,222 06/30/2023
     VOE8,828$1,222 06/30/2023
Truepoint Inc.8,706$1,205 06/30/2023
     VOE8,706$1,205 06/30/2023
CIBC World Markets Inc.8,647$1,197 06/30/2023
     VOE8,647$1,197 06/30/2023
Wolverine Trading LLC $1,194 06/30/2023
     Call8,700$1,194 06/30/2023
MONECO Advisors LLC8,589$1,189 06/30/2023
     VOE8,589$1,189 06/30/2023
Castle Wealth Management LLC8,590$1,189 06/30/2023
     VOE8,590$1,189 06/30/2023
CJM Wealth Advisers Ltd.8,584$1,188 06/30/2023
     VOE8,584$1,188 06/30/2023
BDO Wealth Advisors LLC8,473$1,172 06/30/2023
     VOE8,473$1,172 06/30/2023
Allspring Global Investments Holdings LLC8,451$1,169 06/30/2023
     VOE8,451$1,169 06/30/2023
Cornerstone Wealth Management LLC8,367$1,158 06/30/2023
     VOE8,367$1,158 06/30/2023
East Coast Asset Management LLC.8,333$1,153 06/30/2023
     VOE8,333$1,153 06/30/2023
Signature Estate & Investment Advisors LLC8,242$1,141 06/30/2023
     VOE8,242$1,141 06/30/2023
Orion Portfolio Solutions LLC8,058$1,115 06/30/2023
     VOE8,058$1,115 06/30/2023
Cardiff Park Advisors LLC8,033$1,112 06/30/2023
     VOE8,033$1,112 06/30/2023
Windham Capital Management LLC7,982$1,105 06/30/2023
     VOE7,982$1,105 06/30/2023
First National Bank of Mount Dora Trust Investment Services7,974$1,103 06/30/2023
     VOE7,974$1,103 06/30/2023
Savant Capital LLC7,870$1,089 06/30/2023
     VOE7,870$1,089 06/30/2023
9258 Wealth Management LLC7,847$1,086 06/30/2023
     VOE7,847$1,086 06/30/2023
Whittier Trust Co.7,839$1,085 06/30/2023
     VOE7,839$1,085 06/30/2023
Bridgeworth LLC7,791$1,078 06/30/2023
     VOE7,791$1,078 06/30/2023
Wambolt & Associates LLC7,736$1,071 06/30/2023
     VOE7,736$1,071 06/30/2023
Paulson Wealth Management Inc.7,713$1,067 06/30/2023
     VOE7,713$1,067 06/30/2023
American Institute for Advanced Investment Management LLP7,614$1,054 06/30/2023
     VOE7,614$1,054 06/30/2023
Mather Group LLC.7,537$1,043 06/30/2023
     VOE7,537$1,043 06/30/2023
Wrapmanager Inc.7,533$1,042 06/30/2023
     VOE7,533$1,042 06/30/2023
Trust Co. of Vermont7,446$1,030 06/30/2023
     VOE7,446$1,030 06/30/2023
Capital Advisors Ltd. LLC7,402$1,024 06/30/2023
     VOE7,402$1,024 06/30/2023
Ameritas Advisory Services LLC7,377$1,021 06/30/2023
     VOE7,377$1,021 06/30/2023
Revolve Wealth Partners LLC7,363$1,019 06/30/2023
     VOE7,363$1,019 06/30/2023
Topel & Distasi Wealth Management LLC7,359$1,018 06/30/2023
     VOE7,359$1,018 06/30/2023
IFP Advisors Inc7,341$1,016 06/30/2023
     VOE7,341$1,016 06/30/2023
Continuum Advisory LLC7,341$1,016 06/30/2023
     VOE7,341$1,016 06/30/2023
Veritable L.P.7,280$1,007 06/30/2023
     VOE7,280$1,007 06/30/2023
Whittier Trust Co. of Nevada Inc.7,233$1,001 06/30/2023
     VOE7,233$1,001 06/30/2023
Ancora Advisors LLC7,154$990 06/30/2023
     VOE7,154$990 06/30/2023
FDx Advisors Inc.7,150$989 06/30/2023
     VOE7,150$989 06/30/2023
Parsons Capital Management Inc. RI7,016$971 06/30/2023
     VOE7,016$971 06/30/2023
Zhang Financial LLC6,800$953 06/30/2023
     VOE6,800$953 06/30/2023
Pensionmark Financial Group LLC6,838$946 06/30/2023
     VOE6,838$946 06/30/2023
Financial Engines Advisors L.L.C.6,697$927 06/30/2023
     VOE6,697$927 06/30/2023
Lido Advisors LLC6,670$923 06/30/2023
     VOE6,670$923 06/30/2023
Financial Architects Inc6,657$921 06/30/2023
     VOE6,657$921 06/30/2023
Main Street Financial Solutions LLC6,589$912 06/30/2023
     VOE6,589$912 06/30/2023
Johnson Investment Counsel Inc.6,558$908 06/30/2023
     VOE6,558$908 06/30/2023
Adviser Investments LLC6,483$897 06/30/2023
     VOE6,483$897 06/30/2023
Glass Jacobson Investment Advisors llc6,411$887 06/30/2023
     VOE6,411$887 06/30/2023
Baldwin Investment Management LLC6,290$870 06/30/2023
     VOE6,290$870 06/30/2023
KMG Fiduciary Partners LLC6,257$866 06/30/2023
     VOE6,257$866 06/30/2023
Chemistry Wealth Management LLC6,190$857 06/30/2023
     VOE6,190$857 06/30/2023
Joseph P. Lucia & Associates LLC6,145$850 06/30/2023
     VOE6,145$850 06/30/2023
Mutual Advisors LLC6,131$848 06/30/2023
     VOE6,131$848 06/30/2023
Waypoint Capital Advisors LLC6,070$840 06/30/2023
     VOE6,070$840 06/30/2023
Next Level Private LLC6,026$840 06/30/2023
     VOE6,026$840 06/30/2023
Virtu Financial LLC6,014$832 06/30/2023
     VOE6,014$832 06/30/2023
Grey Fox Wealth Advisors LLC $832 06/30/2023
     Mutual Fund2,006$547 06/30/2023
     VOE2,060$285 06/30/2023
Resources Investment Advisors LLC.6,006$831 06/30/2023
     VOE6,006$831 06/30/2023
Guidance Point Advisors LLC5,962$825 06/30/2023
     VOE5,962$825 06/30/2023
Intergy Private Wealth LLC5,946$823 06/30/2023
     VOE5,946$823 06/30/2023
Townsquare Capital LLC6,141$823 03/31/2023
     VOE6,141$823 03/31/2023
Amplius Wealth Advisors LLC5,935$821 06/30/2023
     VOE5,935$821 06/30/2023
Marino Stram & Associates LLC5,821$805 06/30/2023
     VOE5,821$805 06/30/2023
Cedar Brook Financial Partners LLC5,820$805 06/30/2023
     VOE5,820$805 06/30/2023
FC Advisory LLC5,810$804 06/30/2023
     VOE5,810$804 06/30/2023
Five Oceans Advisors5,772$799 06/30/2023
     VOE5,772$799 06/30/2023
Regions Financial Corp5,768$798 06/30/2023
     VOE5,768$798 06/30/2023
Change Path LLC5,733$793 06/30/2023
     VOE5,733$793 06/30/2023
Acas LLC5,704$789 06/30/2023
     VOE5,704$789 06/30/2023
City Holding Co.5,635$780 06/30/2023
     VOE5,635$780 06/30/2023
Portside Wealth Group LLC5,635$780 06/30/2023
     VOE5,635$780 06/30/2023
Phocas Financial Corp.5,586$773 06/30/2023
     VOE5,586$773 06/30/2023
Essex Financial Services Inc.5,571$771 06/30/2023
     VOE5,571$771 06/30/2023
Flagship Harbor Advisors LLC5,542$767 06/30/2023
     VOE5,542$767 06/30/2023
Great Valley Advisor Group Inc.5,512$763 06/30/2023
     VOE5,512$763 06/30/2023
Empower Advisory Group LLC5,503$762 06/30/2023
     VOE5,503$762 06/30/2023
St. Louis Trust Co5,480$758 06/30/2023
     VOE5,480$758 06/30/2023
Huntington National Bank5,460$756 06/30/2023
     VOE5,460$756 06/30/2023
Heartwood Wealth Advisors LLC5,417$750 06/30/2023
     VOE5,417$750 06/30/2023
Magnus Financial Group LLC5,398$747 06/30/2023
     VOE5,398$747 06/30/2023
North Star Investment Management Corp.5,351$740 06/30/2023
     VOE5,351$740 06/30/2023
Courier Capital LLC5,327$737 06/30/2023
     VOE5,327$737 06/30/2023
Kingsview Wealth Management LLC5,312$735 06/30/2023
     VOE5,312$735 06/30/2023
Aaron Wealth Advisors5,277$730 06/30/2023
     VOE5,277$730 06/30/2023
Lam Group Inc.5,275$730 06/30/2023
     VOE5,275$730 06/30/2023
Cahill Financial Advisors Inc.5,265$729 06/30/2023
     VOE5,265$729 06/30/2023
Kovack Advisors Inc.5,256$727 06/30/2023
     VOE5,256$727 06/30/2023
AFS Financial Group LLC5,197$719 06/30/2023
     VOE5,197$719 06/30/2023
Carmichael Hill & Associates Inc.5,152$713 06/30/2023
     VOE5,152$713 06/30/2023
Novare Capital Management LLC5,123$709 06/30/2023
     VOE5,123$709 06/30/2023
My Legacy Advisors LLC4,957$705 06/30/2023
     VOE4,957$705 06/30/2023
US Financial Advisors LLC5,086$704 06/30/2023
     VOE5,086$704 06/30/2023
Ally Invest Advisors Inc.5,084$704 06/30/2023
     VOE5,084$704 06/30/2023
Level Four Advisory Services LLC5,037$697 06/30/2023
     VOE5,037$697 06/30/2023
Jacobi Capital Management LLC5,023$695 06/30/2023
     VOE5,023$695 06/30/2023
American Money Management LLC5,013$694 06/30/2023
     VOE5,013$694 06/30/2023
Consolidated Portfolio Review Corp5,013$694 06/30/2023
     VOE5,013$694 06/30/2023
First American Trust FSB5,010$693 06/30/2023
     VOE5,010$693 06/30/2023
JFS Wealth Advisors LLC5,005$693 06/30/2023
     VOE5,005$693 06/30/2023
PFG Investments LLC4,917$680 06/30/2023
     VOE4,917$680 06/30/2023
Asset Management Corp IL ADV5,051$677 03/31/2023
     VOE5,051$677 03/31/2023
Gladstone Institutional Advisory LLC4,828$668 06/30/2023
     VOE4,828$668 06/30/2023
G2 Capital Management LLC OH4,829$668 06/30/2023
     VOE4,829$668 06/30/2023
Collaborative Wealth Managment Inc.4,790$663 06/30/2023
     VOE4,790$663 06/30/2023
Three Bridge Wealth Advisors LLC4,779$661 06/30/2023
     VOE4,779$661 06/30/2023
Csenge Advisory Group4,750$657 06/30/2023
     VOE4,750$657 06/30/2023
Colonial Trust Co SC4,685$648 06/30/2023
     VOE4,685$648 06/30/2023
SageView Advisory Group LLC4,617$639 06/30/2023
     VOE4,617$639 06/30/2023
Bay Colony Advisory Group Inc d b a Bay Colony Advisors4,591$635 06/30/2023
     VOE4,591$635 06/30/2023
Northern Oak Wealth Management Inc.4,578$634 06/30/2023
     VOE4,578$634 06/30/2023
Financial Alternatives Inc4,582$634 06/30/2023
     VOE4,582$634 06/30/2023
Liberty Wealth Management LLC4,574$633 06/30/2023
     VOE4,574$633 06/30/2023
Mitchell Mcleod Pugh & Williams Inc.4,567$632 06/30/2023
     VOE4,567$632 06/30/2023
Certified Advisory Corp4,564$632 06/30/2023
     VOE4,564$632 06/30/2023
KC Investment Advisors LLC4,570$632 06/30/2023
     VOE4,570$632 06/30/2023
SeaCrest Wealth Management LLC4,512$624 06/30/2023
     VOE4,512$624 06/30/2023
Verdence Capital Advisors LLC4,435$614 06/30/2023
     VOE4,435$614 06/30/2023
Whitaker Myers Wealth Managers LTD.4,425$612 06/30/2023
     VOE4,425$612 06/30/2023
Foster Victor Wealth Advisors LLC4,399$610 06/30/2023
     VOE4,399$610 06/30/2023
Founders Financial Securities LLC4,370$605 06/30/2023
     VOE4,370$605 06/30/2023
First Ascent Asset Management LLC4,372$605 06/30/2023
     VOE4,372$605 06/30/2023
NorthRock Partners LLC4,350$602 06/30/2023
     VOE4,350$602 06/30/2023
Chapin Davis Inc.4,343$601 06/30/2023
     VOE4,343$601 06/30/2023
Narus Financial Partners LLC4,342$601 06/30/2023
     VOE4,342$601 06/30/2023
Latitude Advisors LLC4,289$594 06/30/2023
     VOE4,289$594 06/30/2023
McNamara Financial Services Inc.4,192$592 06/30/2023
     VOE4,192$592 06/30/2023
Nwam LLC4,270$591 06/30/2023
     VOE4,270$591 06/30/2023
Ieq Capital LLC4,272$591 06/30/2023
     VOE4,272$591 06/30/2023
Connecticut Wealth Management LLC4,197$581 06/30/2023
     VOE4,197$581 06/30/2023
ERn Financial LLC4,179$578 06/30/2023
     VOE4,179$578 06/30/2023
Calamos Wealth Management LLC4,066$563 06/30/2023
     VOE4,066$563 06/30/2023
Toroso Investments LLC4,049$560 06/30/2023
     VOE4,049$560 06/30/2023
First International Bank & Trust4,049$560 06/30/2023
     VOE4,049$560 06/30/2023
Financial Freedom LLC4,037$559 06/30/2023
     VOE4,037$559 06/30/2023
One Day In July LLC4,022$557 06/30/2023
     VOE4,022$557 06/30/2023
Renaissance Technologies LLC4,000$554 06/30/2023
     VOE4,000$554 06/30/2023
Franklin Resources Inc.3,966$549 06/30/2023
     VOE3,966$549 06/30/2023
Diversified Trust Co3,956$547 06/30/2023
     VOE3,956$547 06/30/2023
Garrison Point Advisors LLC3,955$547 06/30/2023
     VOE3,955$547 06/30/2023
Texas Capital Bank Wealth Management Services Inc.3,921$543 06/30/2023
     VOE3,921$543 06/30/2023
ETF Portfolio Partners Inc.3,907$541 06/30/2023
     VOE3,907$541 06/30/2023
Yarger Wealth Strategies LLC3,891$538 06/30/2023
     VOE3,891$538 06/30/2023
Citizens Financial Group Inc RI3,878$537 06/30/2023
     VOE3,878$537 06/30/2023
Lansing Street Advisors3,836$531 06/30/2023
     VOE3,836$531 06/30/2023
Argent Advisors Inc.3,810$527 06/30/2023
     VOE3,810$527 06/30/2023
Key Financial Inc3,806$527 06/30/2023
     VOE3,806$527 06/30/2023
Baker Tilly Financial LLC3,789$524 06/30/2023
     VOE3,789$524 06/30/2023
Lakeview Capital Partners LLC3,764$521 06/30/2023
     VOE3,764$521 06/30/2023
Montag A & Associates Inc.3,725$515 06/30/2023
     VOE3,725$515 06/30/2023
Pegasus Partners Ltd.3,712$514 06/30/2023
     VOE3,712$514 06/30/2023
Buckingham Strategic Partners3,697$512 06/30/2023
     VOE3,697$512 06/30/2023
Busey Wealth Management3,693$511 06/30/2023
     VOE3,693$511 06/30/2023
Archer Investment Corp3,685$510 06/30/2023
     VOE3,685$510 06/30/2023
Aveo Capital Partners LLC3,666$507 06/30/2023
     VOE3,666$507 06/30/2023
C M Bidwell & Associates Ltd.3,640$504 06/30/2023
     VOE3,640$504 06/30/2023
Evergreen Capital Management LLC3,633$503 06/30/2023
     VOE3,633$503 06/30/2023
Northwest Bancshares Inc.3,627$502 06/30/2023
     VOE3,627$502 06/30/2023
Beacon Financial Advisory LLC3,385$502 06/30/2023
     VOE3,385$502 06/30/2023
Parallel Advisors LLC3,585$496 06/30/2023
     VOE3,585$496 06/30/2023
Aptus Capital Advisors LLC3,557$492 06/30/2023
     VOE3,557$492 06/30/2023
My Personal CFO LLC3,556$492 06/30/2023
     VOE3,556$492 06/30/2023
Zions Bancorporation N.A.3,534$489 06/30/2023
     VOE3,534$489 06/30/2023
Aurum Wealth Management Group LLC3,533$489 06/30/2023
     VOE3,533$489 06/30/2023
SkyOak Wealth LLC3,480$482 06/30/2023
     VOE3,480$482 06/30/2023
Wetherby Asset Management Inc.3,469$480 06/30/2023
     VOE3,469$480 06/30/2023
Vanguard Group Inc.3,464$479 06/30/2023
     VOE3,464$479 06/30/2023
O Shaughnessy Asset Management LLC3,465$479 06/30/2023
     VOE3,465$479 06/30/2023
Atticus Wealth Management LLC3,458$478 06/30/2023
     VOE3,458$478 06/30/2023
WP Advisors LLC3,446$477 06/30/2023
     VOE3,446$477 06/30/2023
Channel Wealth LLC3,450$477 06/30/2023
     VOE3,450$477 06/30/2023
LGT Financial Advisors LLC3,441$476 06/30/2023
     VOE3,441$476 06/30/2023
NBT Bank N A NY3,436$475 06/30/2023
     VOE3,436$475 06/30/2023
Facet Wealth Inc.3,341$475 06/30/2023
     VOE3,341$475 06/30/2023
Waller Financial Planning Group Inc.3,417$473 06/30/2023
     VOE3,417$473 06/30/2023
Strategic Wealth Partners Group LLC3,389$469 06/30/2023
     VOE3,389$469 06/30/2023
PFG Advisors3,366$466 06/30/2023
     VOE3,366$466 06/30/2023
Crescent Grove Advisors LLC3,366$466 06/30/2023
     VOE3,366$466 06/30/2023
Warner Financial Inc.3,352$464 06/30/2023
     VOE3,352$464 06/30/2023
S.A. Mason LLC3,455$463 06/30/2023
     VOE3,455$463 06/30/2023
Farmers & Merchants Investments Inc.3,333$461 06/30/2023
     VOE3,333$461 06/30/2023
Sequoia Financial Advisors LLC3,329$461 06/30/2023
     VOE3,329$461 06/30/2023
Apollon Wealth Management LLC3,319$459 06/30/2023
     VOE3,319$459 06/30/2023
TPG Financial Advisors LLC3,311$458 06/30/2023
     VOE3,311$458 06/30/2023
Snowden Capital Advisors LLC3,308$458 06/30/2023
     VOE3,308$458 06/30/2023
Lowery Thomas LLC3,301$457 06/30/2023
     VOE3,301$457 06/30/2023
Carlton Hofferkamp & Jenks Wealth Management LLC3,217$454 06/30/2023
     VOE3,217$454 06/30/2023
BFT Financial Group LLC3,246$449 06/30/2023
     VOE3,246$449 06/30/2023
Northstar Asset Management LLC3,240$448 06/30/2023
     VOE3,240$448 06/30/2023
Strategic Financial Concepts LLC3,241$448 06/30/2023
     VOE3,241$448 06/30/2023
Centaurus Financial Inc.3,218$445 06/30/2023
     VOE3,218$445 06/30/2023
Koshinski Asset Management Inc.3,202$443 06/30/2023
     VOE3,202$443 06/30/2023
Signaturefd LLC3,190$441 06/30/2023
     VOE3,190$441 06/30/2023
Horizon Investment Services LLC3,171$439 06/30/2023
     VOE3,171$439 06/30/2023
First National Bank3,150$436 06/30/2023
     VOE3,150$436 06/30/2023
Dynamic Advisor Solutions LLC3,154$436 06/30/2023
     VOE3,154$436 06/30/2023
Salem Investment Counselors Inc.3,111$431 06/30/2023
     VOE3,111$431 06/30/2023
Smithfield Trust Co.3,102$429 06/30/2023
     VOE3,102$429 06/30/2023
Private Trust Co. NA3,058$423 06/30/2023
     VOE3,058$423 06/30/2023
Pinnacle Bank3,055$423 06/30/2023
     VOE3,055$423 06/30/2023
Carson Advisory Inc.6,850$423 06/30/2023
     VOE6,850$423 06/30/2023
Lodestar Private Asset Management LLC3,056$423 06/30/2023
     VOE3,056$423 06/30/2023
McClarren Financial Advisors Inc.3,048$421 06/30/2023
     VOE3,048$421 06/30/2023
U.S. Capital Wealth Advisors LLC3,027$419 06/30/2023
     VOE3,027$419 06/30/2023
Scott & Selber Inc.3,000$415 06/30/2023
     VOE3,000$415 06/30/2023
Beacon Investment Advisory Services Inc.3,000$415 06/30/2023
     VOE3,000$415 06/30/2023
Tsfg LLC2,971$411 06/30/2023
     VOE2,971$411 06/30/2023
Klingman & Associates LLC2,938$407 06/30/2023
     VOE2,938$407 06/30/2023
Wesbanco Bank Inc.2,931$406 06/30/2023
     VOE2,931$406 06/30/2023
Mill Creek Capital Advisors LLC2,932$406 06/30/2023
     VOE2,932$406 06/30/2023
VitalStone Financial LLC3,010$405 06/30/2023
     VOE3,010$405 06/30/2023
Boston Private Wealth LLC2,921$404 06/30/2023
     VOE2,921$404 06/30/2023
Forum Private Client Group LLC2,923$404 06/30/2023
     VOE2,923$404 06/30/2023
O ROURKE & COMPANY Inc2,914$403 06/30/2023
     VOE2,914$403 06/30/2023
Lodestone Wealth Management LLC2,895$401 06/30/2023
     VOE2,895$401 06/30/2023
Raymond James Trust N.A.2,889$400 06/30/2023
     VOE2,889$400 06/30/2023
Holderness Investments Co.2,891$400 06/30/2023
     VOE2,891$400 06/30/2023
Professional Financial Advisors LLC2,889$400 06/30/2023
     VOE2,889$400 06/30/2023
Coldstream Capital Management Inc.2,849$394 06/30/2023
     VOE2,849$394 06/30/2023
Keybank National Association OH2,837$393 06/30/2023
     VOE2,837$393 06/30/2023
Advisors Capital Management LLC2,814$389 06/30/2023
     VOE2,814$389 06/30/2023
Rehmann Capital Advisory Group2,786$386 06/30/2023
     VOE2,786$386 06/30/2023
Virtue Capital Management LLC2,783$386 06/30/2023
     VOE2,783$386 06/30/2023
Grant GrossMendelsohn LLC2,735$386 06/30/2023
     VOE2,735$386 06/30/2023
Quad Cities Investment Group LLC2,766$383 06/30/2023
     VOE2,766$383 06/30/2023
Putnam FL Investment Management Co.2,740$379 06/30/2023
     VOE2,740$379 06/30/2023
Clearstead Advisors LLC2,724$377 06/30/2023
     VOE2,724$377 06/30/2023
Retirement Income Solutions Inc2,709$375 06/30/2023
     VOE2,709$375 06/30/2023
Goelzer Investment Management Inc.2,687$372 06/30/2023
     VOE2,687$372 06/30/2023
SJA Financial Advisory LLC2,622$363 06/30/2023
     VOE2,622$363 06/30/2023
Davis R M Inc.2,614$362 06/30/2023
     VOE2,614$362 06/30/2023
Pinnacle Financial Partners Inc.2,616$362 06/30/2023
     VOE2,616$362 06/30/2023
Silverlake Wealth Management LLC2,611$361 06/30/2023
     VOE2,611$361 06/30/2023
FirstPurpose Wealth LLC2,600$360 06/30/2023
     VOE2,600$360 06/30/2023
Walled Lake Planning & Wealth Management LLC2,594$359 06/30/2023
     VOE2,594$359 06/30/2023
Executive Wealth Management LLC2,565$355 06/30/2023
     VOE2,565$355 06/30/2023
Newman Dignan & Sheerar Inc.2,563$355 06/30/2023
     VOE2,563$355 06/30/2023
Lake Street Financial LLC2,553$353 06/30/2023
     VOE2,553$353 06/30/2023
JustInvest LLC2,538$351 06/30/2023
     VOE2,538$351 06/30/2023
JNB Advisors LLC2,532$350 06/30/2023
     VOE2,532$350 06/30/2023
Whalerock Point Partners LLC2,522$349 06/30/2023
     VOE2,522$349 06/30/2023
Beaumont Financial Advisors LLC2,523$349 06/30/2023
     VOE2,523$349 06/30/2023
One Capital Management LLC2,504$347 06/30/2023
     VOE2,504$347 06/30/2023
Sheaff Brock Investment Advisors LLC2,506$347 06/30/2023
     VOE2,506$347 06/30/2023
Cassaday & Co Wealth Management LLC2,501$346 06/30/2023
     VOE2,501$346 06/30/2023
Breakwater Capital Group2,495$345 06/30/2023
     VOE2,495$345 06/30/2023
Altiora Financial Group LLC2,478$343 06/30/2023
     VOE2,478$343 06/30/2023
LMG Wealth Partners LLC2,450$339 06/30/2023
     VOE2,450$339 06/30/2023
Capital Investment Advisory Services LLC2,446$338 06/30/2023
     VOE2,446$338 06/30/2023
Mission Creek Capital Partners Inc.2,446$338 06/30/2023
     VOE2,446$338 06/30/2023
Evanson Asset Management LLC2,420$335 06/30/2023
     VOE2,420$335 06/30/2023
Nikulski Financial Inc.2,423$335 06/30/2023
     VOE2,423$335 06/30/2023
Western Wealth Management LLC2,412$334 06/30/2023
     VOE2,412$334 06/30/2023
David Loasby2,427$334 06/30/2023
     VOE2,427$334 06/30/2023
Sonata Capital Group Inc.2,400$332 06/30/2023
     VOE2,400$332 06/30/2023
Two Sigma Securities LLC2,383$330 06/30/2023
     VOE2,383$330 06/30/2023
LexAurum Advisors LLC2,374$329 06/30/2023
     VOE2,374$329 06/30/2023
Berkeley Capital Partners LLC2,365$327 06/30/2023
     VOE2,365$327 06/30/2023
BLB&B Advisors LLC2,359$326 06/30/2023
     VOE2,359$326 06/30/2023
Summit Trail Advisors LLC2,347$325 06/30/2023
     VOE2,347$325 06/30/2023
Round Rock Advisors LLC2,309$320 06/30/2023
     VOE2,309$320 06/30/2023
Von Berge Wealth Management Group LLC2,315$320 06/30/2023
     VOE2,315$320 06/30/2023
Plante Moran Financial Advisors LLC2,299$318 06/30/2023
     VOE2,299$318 06/30/2023
Wilbanks Smith & Thomas Asset Management LLC2,275$315 06/30/2023
     VOE2,275$315 06/30/2023
Horizon Bancorp Inc. IN2,256$312 06/30/2023
     VOE2,256$312 06/30/2023
Nicolet Bankshares Inc.2,232$309 06/30/2023
     VOE2,232$309 06/30/2023
Wealthspan Partners LLC2,230$309 06/30/2023
     VOE2,230$309 06/30/2023
RWM Asset Management LLC2,139$307 06/30/2023
     VOE2,139$307 06/30/2023
AJ Wealth Strategies LLC2,182$302 06/30/2023
     VOE2,182$302 06/30/2023
Arkadios Wealth Advisors2,180$302 06/30/2023
     VOE2,180$302 06/30/2023
Ronald Blue Trust Inc.2,230$299 06/30/2023
     VOE2,230$299 06/30/2023
Salomon & Ludwin LLC2,156$298 06/30/2023
     VOE2,156$298 06/30/2023
V Wealth Advisors LLC2,116$293 06/30/2023
     VOE2,116$293 06/30/2023
Vertex Planning Partners LLC2,114$293 06/30/2023
     VOE2,114$293 06/30/2023
MorganRosel Wealth Management LLC2,105$291 06/30/2023
     VOE2,105$291 06/30/2023
BancorpSouth Bank2,099$290 06/30/2023
     VOE2,099$290 06/30/2023
CWA Asset Management Group LLC2,086$289 06/30/2023
     VOE2,086$289 06/30/2023
HF Advisory Group LLC2,092$289 06/30/2023
     VOE2,092$289 06/30/2023
Colonial Trust Advisors2,076$287 06/30/2023
     VOE2,076$287 06/30/2023
Cornerstone Management Inc.2,077$287 06/30/2023
     VOE2,077$287 06/30/2023
Diversified LLC2,073$287 06/30/2023
     VOE2,073$287 06/30/2023
Dorsey & Whitney Trust CO LLC2,070$286 06/30/2023
     VOE2,070$286 06/30/2023
Alliancebernstein L.P.2,056$285 06/30/2023
     VOE2,056$285 06/30/2023
Institute for Wealth Management LLC.2,050$284 06/30/2023
     VOE2,050$284 06/30/2023
Oxbow Advisors LLC2,039$282 06/30/2023
     VOE2,039$282 06/30/2023
Sage Rhino Capital LLC2,022$280 06/30/2023
     VOE2,022$280 06/30/2023
Strategic Advisors LLC2,012$278 06/30/2023
     VOE2,012$278 06/30/2023
Navis Wealth Advisors LLC2,000$277 06/30/2023
     VOE2,000$277 06/30/2023
Silvercrest Asset Management Group LLC1,995$276 06/30/2023
     VOE1,995$276 06/30/2023
McGlone Suttner Wealth Management Inc.1,984$275 06/30/2023
     VOE1,984$275 06/30/2023
Brooklyn FI LLC1,982$274 06/30/2023
     VOE1,982$274 06/30/2023
Oliver Luxxe Assets LLC1,962$271 06/30/2023
     VOE1,962$271 06/30/2023
Heritage Wealth Advisors1,949$270 06/30/2023
     VOE1,949$270 06/30/2023
Towerpoint Wealth LLC1,954$270 06/30/2023
     VOE1,954$270 06/30/2023
Valmark Advisers Inc.1,928$267 06/30/2023
     VOE1,928$267 06/30/2023
CAPROCK Group Inc.1,927$267 06/30/2023
     VOE1,927$267 06/30/2023
Legacy Bridge LLC1,925$266 06/30/2023
     VOE1,925$266 06/30/2023
Kennicott Capital Management LLC5,748$265 06/30/2023
     VOE5,748$265 06/30/2023
Biltmore Family Office LLC1,899$263 06/30/2023
     VOE1,899$263 06/30/2023
Wealthstream Advisors Inc.1,895$262 06/30/2023
     VOE1,895$262 06/30/2023
Garrison Asset Management LLC1,827$261 06/30/2023
     VOE1,827$261 06/30/2023
Mission Wealth Management LP1,889$261 06/30/2023
     VOE1,889$261 06/30/2023
Hsbc Holdings PLC1,868$258 06/30/2023
     VOE1,868$258 06/30/2023
MCF Advisors LLC1,867$258 06/30/2023
     VOE1,867$258 06/30/2023
Sandy Spring Bank1,854$257 06/30/2023
     VOE1,854$257 06/30/2023
Family Investment Center Inc.1,846$255 06/30/2023
     VOE1,846$255 06/30/2023
Cullen Frost Bankers Inc.1,839$254 06/30/2023
     VOE1,839$254 06/30/2023
Benchmark Wealth Management LLC1,830$253 06/30/2023
     VOE1,830$253 06/30/2023
Verum Partners LLC1,825$253 06/30/2023
     VOE1,825$253 06/30/2023
Donaldson Capital Management LLC1,818$252 06/30/2023
     VOE1,818$252 06/30/2023
City State Bank1,822$252 06/30/2023
     VOE1,822$252 06/30/2023
Lion Street Advisors LLC1,726$251 06/30/2023
     VOE1,726$251 06/30/2023
Howe & Rusling Inc.1,802$249 06/30/2023
     VOE1,802$249 06/30/2023
Woodard & Co. Asset Management Group Inc. ADV1,801$249 06/30/2023
     VOE1,801$249 06/30/2023
First Foundation Advisors1,793$248 06/30/2023
     VOE1,793$248 06/30/2023
Modera Wealth Management LLC1,775$246 06/30/2023
     VOE1,775$246 06/30/2023
GHP Investment Advisors Inc.1,739$245 06/30/2023
     VOE1,739$245 06/30/2023
Moloney Securities Asset Management LLC1,774$245 06/30/2023
     VOE1,774$245 06/30/2023
Larson Financial Group LLC1,770$245 06/30/2023
     VOE1,770$245 06/30/2023
InterOcean Capital Group LLC1,755$243 06/30/2023
     VOE1,755$243 06/30/2023
Prossimo Advisors LLC1,753$243 06/30/2023
     VOE1,753$243 06/30/2023
Badgley Phelps Wealth Managers LLC1,752$242 06/30/2023
     VOE1,752$242 06/30/2023
Aspiriant LLC1,740$241 06/30/2023
     VOE1,740$241 06/30/2023
Brown Brothers Harriman & Co.1,725$239 06/30/2023
     VOE1,725$239 06/30/2023
Private Portfolio Partners LLC1,721$238 06/30/2023
     VOE1,721$238 06/30/2023
Creative Financial Designs Inc. ADV1,704$236 06/30/2023
     VOE1,704$236 06/30/2023
Townsend & Associates Inc1,600$230 06/30/2023
     VOE1,600$230 06/30/2023
Householder Group Estate & Retirement Specialist LLC1,717$230 03/31/2023
     VOE1,717$230 03/31/2023
High Pines Wealth Management LLC1,654$229 06/30/2023
     VOE1,654$229 06/30/2023
Lindbrook Capital LLC1,650$228 06/30/2023
     VOE1,650$228 06/30/2023
Levy Wealth Management Group LLC1,633$226 06/30/2023
     VOE1,633$226 06/30/2023
BKD Wealth Advisors LLC1,617$224 06/30/2023
     VOE1,617$224 06/30/2023
Asset Management Resources LLC1,606$222 06/30/2023
     VOE1,606$222 06/30/2023
Foundations Investment Advisors LLC1,591$220 06/30/2023
     VOE1,591$220 06/30/2023
Venture Visionary Partners LLC1,591$220 06/30/2023
     VOE1,591$220 06/30/2023
Gradient Investments LLC1,585$219 06/30/2023
     VOE1,585$219 06/30/2023
Pacitti Group Inc.1,585$219 06/30/2023
     VOE1,585$219 06/30/2023
Woodmont Investment Counsel LLC1,575$218 06/30/2023
     VOE1,575$218 06/30/2023
Concord Wealth Partners1,575$218 06/30/2023
     VOE1,575$218 06/30/2023
Redwood Financial Network Corp1,568$217 06/30/2023
     VOE1,568$217 06/30/2023
Cravens & Co Advisors LLC1,560$216 06/30/2023
     VOE1,560$216 06/30/2023
Retirement Planning Group1,547$214 06/30/2023
     VOE1,547$214 06/30/2023
Anderson Hoagland & Co.1,542$213 06/30/2023
     VOE1,542$213 06/30/2023
AFG Fiduciary Services Limited Partnership1,510$213 06/30/2023
     VOE1,510$213 06/30/2023
Patten & Patten Inc. TN1,535$212 06/30/2023
     VOE1,535$212 06/30/2023
Plancorp LLC1,535$212 06/30/2023
     VOE1,535$212 06/30/2023
Alpha Cubed Investments LLC1,518$210 06/30/2023
     VOE1,518$210 06/30/2023
Dfpg Investments LLC1,449$208 06/30/2023
     VOE1,449$208 06/30/2023
Carnegie Capital Asset Management LLC1,502$208 06/30/2023
     VOE1,502$208 06/30/2023
Proffitt & Goodson Inc.1,493$207 06/30/2023
     VOE1,493$207 06/30/2023
Quaker Wealth Management LLC1,494$207 06/30/2023
     VOE1,494$207 06/30/2023
Abbrea Capital LLC1,486$206 06/30/2023
     VOE1,486$206 06/30/2023
WMG Financial Advisors LLC1,492$206 06/30/2023
     VOE1,492$206 06/30/2023
Wealth Effects LLC1,450$201 06/30/2023
     VOE1,450$201 06/30/2023
Asset Allocation Strategies LLC1,450$201 06/30/2023
     VOE1,450$201 06/30/2023
FSA Wealth Management LLC1,446$200 06/30/2023
     VOE1,446$200 06/30/2023
Endowment Wealth Management Inc.1,448$200 06/30/2023
     VOE1,448$200 06/30/2023
Parkside Financial Bank & Trust1,415$196 06/30/2023
     VOE1,415$196 06/30/2023
Oak Harbor Wealth Partners LLC1,405$194 06/30/2023
     VOE1,405$194 06/30/2023
Bessemer Group Inc.1,390$192 06/30/2023
     VOE1,390$192 06/30/2023
WealthPLAN Partners LLC1,372$190 06/30/2023
     VOE1,372$190 06/30/2023
Wells Financial Advisors INC1,345$186 06/30/2023
     VOE1,345$186 06/30/2023
Ten Capital Wealth Advisors LLC1,301$180 06/30/2023
     VOE1,301$180 06/30/2023
New Republic Capital LLC1,245$172 06/30/2023
     VOE1,245$172 06/30/2023
Level Financial Advisors Inc.1,190$165 06/30/2023
     VOE1,190$165 06/30/2023
Baystate Wealth Management LLC1,125$156 06/30/2023
     VOE1,125$156 06/30/2023
Jackson Grant Investment Advisers Inc.1,027$142 06/30/2023
     VOE1,027$142 06/30/2023
BOK Financial Private Wealth Inc.1,012$140 06/30/2023
     VOE1,012$140 06/30/2023
First PREMIER Bank981$136 06/30/2023
     VOE981$136 06/30/2023
Armstrong Advisory Group Inc.963$133 06/30/2023
     VOE963$133 06/30/2023
Asset Dedication LLC920$126 06/30/2023
     VOE920$126 06/30/2023
Center for Financial Planning Inc.910$126 06/30/2023
     VOE910$126 06/30/2023
Coastal Capital Group Inc.885$122 06/30/2023
     VOE885$122 06/30/2023
Farmers & Merchants Trust Co of Chambersburg PA866$120 06/30/2023
     VOE866$120 06/30/2023
ST Germain D J Co. Inc.836$116 06/30/2023
     VOE836$116 06/30/2023
MV Capital Management Inc.799$111 06/30/2023
     VOE799$111 06/30/2023
Venturi Wealth Management LLC778$108 06/30/2023
     VOE778$108 06/30/2023
Farther Finance Advisors LLC772$107 06/30/2023
     VOE772$107 06/30/2023
Matrix Private Capital Group LLC755$104 06/30/2023
     VOE755$104 06/30/2023
Disciplined Investments LLC741$103 06/30/2023
     VOE741$103 06/30/2023
Hazlett Burt & Watson Inc.727$101 06/30/2023
     VOE727$101 06/30/2023
M&R Capital Management Inc.615$85 06/30/2023
     VOE615$85 06/30/2023
Retirement Group LLC587$81 06/30/2023
     VOE587$81 06/30/2023
Beacon Capital Management LLC588$81 06/30/2023
     VOE588$81 06/30/2023
Community Bank N.A.579$80 06/30/2023
     VOE579$80 06/30/2023
BerganKDV Wealth Management LLC570$79 06/30/2023
     VOE570$79 06/30/2023
Cordant Inc.547$76 06/30/2023
     VOE547$76 06/30/2023
Pecaut & CO.541$75 06/30/2023
     VOE541$75 06/30/2023
Clear Perspectives Financial Planning LLC560$75 03/31/2023
     VOE560$75 03/31/2023
Stonebridge Capital Advisors LLC512$71 06/30/2023
     VOE512$71 06/30/2023
Cedar Wealth Management LLC500$69 06/30/2023
     VOE500$69 06/30/2023
Armor Investment Advisors LLC495$68 06/30/2023
     VOE495$68 06/30/2023
PrairieView Partners LLC477$66 06/30/2023
     VOE477$66 06/30/2023
Prostatis Group LLC61,525$63 06/30/2023
     VOE61,525$63 06/30/2023
Benjamin Edwards Inc.436$60 06/30/2023
     VOE436$60 06/30/2023
Founders Financial Alliance LLC437$60 06/30/2023
     VOE437$60 06/30/2023
Tortoise Investment Management LLC427$59 06/30/2023
     VOE427$59 06/30/2023
Resurgent Financial Advisors LLC424$59 06/30/2023
     VOE424$59 06/30/2023
Hanson & Doremus Investment Management413$57 06/30/2023
     VOE413$57 06/30/2023
EPG Wealth Management LLC415$57 06/30/2023
     VOE415$57 06/30/2023
First Manhattan Co.388$54 06/30/2023
     VOE388$54 06/30/2023
Carolinas Wealth Consulting LLC385$53 06/30/2023
     VOE385$53 06/30/2023
Tyler Stone Wealth Management384$53 06/30/2023
     VOE384$53 06/30/2023
Duncker Streett & Co. Inc.375$52 06/30/2023
     VOE375$52 06/30/2023
Richard W. Paul & Associates LLC362$50 06/30/2023
     VOE362$50 06/30/2023
Stephens Consulting LLC345$48 06/30/2023
     VOE345$48 06/30/2023
Tradition Wealth Management LLC339$47 06/30/2023
     VOE339$47 06/30/2023
Maryland Capital Advisors Inc.335$46 06/30/2023
     VOE335$46 06/30/2023
APCM Wealth Management for Individuals318$44 06/30/2023
     VOE318$44 06/30/2023
Optimum Investment Advisors300$42 06/30/2023
     VOE300$42 06/30/2023
Sound Income Strategies LLC295$41 06/30/2023
     VOE295$41 06/30/2023
PCA Investment Advisory Services Inc.298$41 06/30/2023
     VOE298$41 06/30/2023
GPS Wealth Strategies Group LLC286$40 06/30/2023
     VOE286$40 06/30/2023
Capital Analysts LLC274$38 06/30/2023
     VOE274$38 06/30/2023
WASHINGTON TRUST Co255$35 06/30/2023
     VOE255$35 06/30/2023
Northwest Capital Management Inc237$33 06/30/2023
     VOE237$33 06/30/2023
BlackRock Inc.229$32 06/30/2023
     VOE229$32 06/30/2023
Jackson Hole Capital Partners LLC224$31 06/30/2023
     VOE224$31 06/30/2023
Marquette Asset Management LLC219$30 06/30/2023
     VOE219$30 06/30/2023
West Financial Advisors LLC219$30 06/30/2023
     VOE219$30 06/30/2023
Fiduciary Alliance LLC219$30 06/30/2023
     VOE219$30 06/30/2023
Running Point Capital Advisors LLC201$28 06/30/2023
     VOE201$28 06/30/2023
Peachtree Investment Partners LLC198$27 06/30/2023
     VOE198$27 06/30/2023
Evermay Wealth Management LLC180$25 06/30/2023
     VOE180$25 06/30/2023
McIlrath & Eck LLC176$24 06/30/2023
     VOE176$24 06/30/2023
Morling Financial Advisors LLC176$24 06/30/2023
     VOE176$24 06/30/2023
Thompson Siegel & Walmsley LLC167$23 06/30/2023
     VOE167$23 06/30/2023
DB Wealth Management Group LLC168$23 06/30/2023
     VOE168$23 06/30/2023
Horan Securities Inc.162$22 06/30/2023
     VOE162$22 06/30/2023
Addison Advisors LLC161$22 06/30/2023
     VOE161$22 06/30/2023
Coston McIsaac & Partners163$22 06/30/2023
     VOE163$22 06/30/2023
Prestige Wealth Management Group LLC155$21 06/30/2023
     VOE155$21 06/30/2023
Tilia Fiduciary Partners Inc.144$20 06/30/2023
     VOE144$20 06/30/2023
Global Trust Asset Management LLC129$18 06/30/2023
     VOE129$18 06/30/2023
Versant Capital Management Inc132$18 06/30/2023
     VOE132$18 06/30/2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA120$17 06/30/2023
     VOE120$17 06/30/2023
Tompkins Financial Corp122$17 06/30/2023
     VOE122$17 06/30/2023
Johnson Financial Group Inc.124$17 06/30/2023
     VOE124$17 06/30/2023
Aspire Private Capital LLC123$17 06/30/2023
     VOE123$17 06/30/2023
Carolina Wealth Advisors LLC114$16 06/30/2023
     VOE114$16 06/30/2023
Simplex Trading LLC109$15 06/30/2023
     VOE109$15 06/30/2023
Bartlett & Co. LLC107$15 06/30/2023
     VOE107$15 06/30/2023
MTM Investment Management LLC107$15 06/30/2023
     VOE107$15 06/30/2023
Guardian Wealth Advisors LLC NC112$15 06/30/2023
     VOE112$15 06/30/2023
Front Row Advisors LLC100$14 06/30/2023
     VOE100$14 06/30/2023
Ruedi Wealth Management Inc.101$14 06/30/2023
     VOE101$14 06/30/2023
South State CORP.97$13 06/30/2023
     VOE97$13 06/30/2023
Guardian Wealth Management Inc.97$13 06/30/2023
     VOE97$13 06/30/2023
National Bank of Canada FI90$12 06/30/2023
     VOE90$12 06/30/2023
Kayne Anderson Rudnick Investment Management LLC84$12 06/30/2023
     VOE84$12 06/30/2023
Baker Avenue Asset Management LP87$12 06/30/2023
     VOE87$12 06/30/2023
Nemes Rush Group LLC90$12 06/30/2023
     VOE90$12 06/30/2023
Ameritas Investment Partners Inc.75$10 06/30/2023
     VOE75$10 06/30/2023
McCarthy Grittinger Financial Group LLC76$10 06/30/2023
     VOE76$10 06/30/2023
Country Trust Bank68$9 06/30/2023
     VOE68$9 06/30/2023
HHM Wealth Advisors LLC63$9 06/30/2023
     VOE63$9 06/30/2023
Global Wealth Management Investment Advisory Inc.66$9 06/30/2023
     VOE66$9 06/30/2023
Operose Advisors LLC62$9 06/30/2023
     VOE62$9 06/30/2023
Raleigh Capital Management Inc.62$9 06/30/2023
     VOE62$9 06/30/2023
Central Bank & Trust Co.60$8 06/30/2023
     VOE60$8 06/30/2023
Northwest Investment Counselors LLC55$8 06/30/2023
     VOE55$8 06/30/2023
Kistler Tiffany Companies LLC58$8 06/30/2023
     VOE58$8 06/30/2023
Mascoma Wealth Management LLC60$8 06/30/2023
     VOE60$8 06/30/2023
Rice Partnership LLC60$8 06/30/2023
     VOE60$8 06/30/2023
Caldwell Sutter Capital Inc.49$7 06/30/2023
     VOE49$7 06/30/2023
HM Payson & Co.50$7 06/30/2023
     VOE50$7 06/30/2023
Blue Bell Private Wealth Management LLC50$7 06/30/2023
     VOE50$7 06/30/2023
Castleview Partners LLC54$7 06/30/2023
     VOE54$7 06/30/2023
Integrity Financial Corp WA50$7 06/30/2023
     VOE50$7 06/30/2023
Sunbelt Securities Inc.44$6 06/30/2023
     VOE44$6 06/30/2023
First Capital Advisors Group LLC.41$6 06/30/2023
     VOE41$6 06/30/2023
Ambassador Advisors LLC42$6 06/30/2023
     VOE42$6 06/30/2023
Founders Capital Management46$6 06/30/2023
     VOE46$6 06/30/2023
Tower View Investment Management & Research LLC46$6 06/30/2023
     VOE46$6 06/30/2023
Truvestments Capital LLC46$6 06/30/2023
     VOE46$6 06/30/2023
Impact Partnership Wealth LLC41$6 06/30/2023
     VOE41$6 06/30/2023
Townsend Asset Management Corp NC ADV35$5 06/30/2023
     VOE35$5 06/30/2023
Institutional & Family Asset Management LLC34$5 06/30/2023
     VOE34$5 06/30/2023
Ridgewood Investments LLC37$5 06/30/2023
     VOE37$5 06/30/2023
Johnson Midwest Financial LLC33$5 06/30/2023
     VOE33$5 06/30/2023
TFC Financial Management36$5 06/30/2023
     VOE36$5 06/30/2023
Ritter Daniher Financial Advisory LLC DE36$5 06/30/2023
     VOE36$5 06/30/2023
NewSquare Capital LLC26$4 06/30/2023
     VOE26$4 06/30/2023
JJJ Advisors Inc.27$4 06/30/2023
     VOE27$4 06/30/2023
Kalos Management Inc.29$4 06/30/2023
     VOE29$4 06/30/2023
Endurance Wealth Management Inc.23$3 06/30/2023
     VOE23$3 06/30/2023
Oakworth Capital Inc.24$3 06/30/2023
     VOE24$3 06/30/2023
Laurel Wealth Advisors LLC24$3 06/30/2023
     VOE24$3 06/30/2023
Coastal Investment Advisors Inc.25$3 06/30/2023
     VOE25$3 06/30/2023
CVA Family Office LLC22$3 06/30/2023
     VOE22$3 06/30/2023
Motco17$2 06/30/2023
     VOE17$2 06/30/2023
Macroview Investment Management LLC14$2 06/30/2023
     VOE14$2 06/30/2023
Horizon Investments LLC13$2 06/30/2023
     VOE13$2 06/30/2023
SRS Capital Advisors Inc.13$2 06/30/2023
     VOE13$2 06/30/2023
Sage Mountain Advisors LLC14$2 06/30/2023
     VOE14$2 06/30/2023
Fuller & Thaler Asset Management Inc.10$1 06/30/2023
     VOE10$1 06/30/2023
Tower Research Capital LLC TRC 5$1 06/30/2023
     VOE5$1 06/30/2023
Global Wealth Strategies & Associates7$1 06/30/2023
     VOE7$1 06/30/2023
RFP Financial Group LLC10$1 06/30/2023
     VOE10$1 06/30/2023
Milestone Investment Advisors LLC10$1 06/30/2023
     VOE10$1 06/30/2023
Cutler Group LP $0 06/30/2023
     Call100$0 06/30/2023
Crewe Advisors LLC2$0 06/30/2023
     VOE2$0 06/30/2023
Pacifica Partners Inc.3$0 06/30/2023
     VOE3$0 06/30/2023

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

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