Holdings Channel



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Funds Holding ITOT

On this page, we present all of the funds holding ITOT from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding ITOT, with a link to that fund's top holdings. The next columns indicate the amount of ITOT stock held by each of the funds holding ITOT, followed by the ITOT position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 1165 funds holding ITOT 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 ITOT), click the fund name in the "Holder" column of the funds-holding-ITOT table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Wells Fargo & Company MN49,065,294$5,163,141 12/31/2023
     ITOT49,065,294$5,163,141 12/31/2023
BlackRock Inc.41,827,740$4,401,533 12/31/2023
     ITOT41,827,740$4,401,533 12/31/2023
Betterment LLC13,169,227$1,385,798 12/31/2023
     ITOT13,169,227$1,385,798 12/31/2023
Morgan Stanley10,761,278$1,132,409 12/31/2023
     ITOT10,761,278$1,132,409 12/31/2023
Alliancebernstein L.P.8,550,797$899,800 12/31/2023
     ITOT8,550,797$899,800 12/31/2023
Charles Schwab Investment Management Inc.8,535,064$898,145 12/31/2023
     ITOT8,535,064$898,145 12/31/2023
Bank of America Corp DE5,932,458$624,273 12/31/2023
     ITOT5,932,458$624,273 12/31/2023
Wealthfront Advisers LLC5,119,108$590,233 03/31/2024
     ITOT5,119,108$590,233 03/31/2024
Envestnet Asset Management Inc.4,307,084$453,234 12/31/2023
     ITOT4,307,084$453,234 12/31/2023
LPL Financial LLC3,670,833$386,282 12/31/2023
     ITOT3,670,833$386,282 12/31/2023
SigFig Wealth Management LLC3,623,628$381,297 12/31/2023
     ITOT3,623,628$381,297 12/31/2023
Ronald Blue Trust Inc.3,600,069$378,835 12/31/2023
     ITOT3,600,069$378,835 12/31/2023
Ballentine Partners LLC3,256,191$375,439 03/31/2024
     ITOT3,256,191$375,439 03/31/2024
Parallel Advisors LLC3,432,578$361,210 12/31/2023
     ITOT3,432,578$361,210 12/31/2023
Cisco Systems Inc.3,112,500$358,871 03/31/2024
     ITOT3,112,500$358,871 03/31/2024
Stifel Financial Corp2,952,690$310,711 12/31/2023
     ITOT2,952,690$310,711 12/31/2023
Auto Owners Insurance Co2,767,880$291,264 12/31/2023
     ITOT2,767,880$291,264 12/31/2023
Buckingham Strategic Wealth LLC2,590,133$272,560 12/31/2023
     ITOT2,590,133$272,560 12/31/2023
Cerity Partners LLC2,257,635$237,570 12/31/2023
     ITOT2,257,635$237,570 12/31/2023
Creative Planning2,249,481$236,713 12/31/2023
     ITOT2,249,481$236,713 12/31/2023
Empower Advisory Group LLC2,169,886$228,337 12/31/2023
     ITOT2,169,886$228,337 12/31/2023
AlTi Global Inc.2,169,815$228,330 12/31/2023
     ITOT2,169,815$228,330 12/31/2023
Punch & Associates Investment Management Inc. $205,403 12/31/2023
     Call1,950$205,198 12/31/2023
     ITOT1,950$205 12/31/2023
Sentinel Trust Co. LBA1,929,418$203,033 12/31/2023
     ITOT1,929,418$203,033 12/31/2023
Allworth Financial LP1,822,892$191,823 12/31/2023
     ITOT1,822,892$191,823 12/31/2023
Buckingham Strategic Partners1,804,452$189,883 12/31/2023
     ITOT1,804,452$189,883 12/31/2023
Ameriprise Financial Inc.1,783,504$187,830 12/31/2023
     ITOT1,783,504$187,830 12/31/2023
Commonwealth Equity Services LLC1,728,861$181,928 12/31/2023
     ITOT1,728,861$181,928 12/31/2023
TD Capital Management LLC1,670,797$175,818 12/31/2023
     ITOT1,670,797$175,818 12/31/2023
Advisor Group Holdings Inc.1,622,363$170,733 12/31/2023
     ITOT1,622,363$170,733 12/31/2023
Rock Creek Group LP1,534,992$159,253 12/31/2023
     ITOT1,534,992$159,253 12/31/2023
JPMorgan Chase & Co.1,366,287$143,775 12/31/2023
     ITOT1,366,287$143,775 12/31/2023
Raymond James Financial Services Advisors Inc.1,237,093$142,637 03/31/2024
     ITOT1,237,093$142,637 03/31/2024
Evensky & Katz LLC1,202,131$138,606 03/31/2024
     ITOT1,202,131$138,606 03/31/2024
UBS Group AG $137,838 12/31/2023
     ITOT1,310,269$137,880 12/31/2023
     Put400$42 12/31/2023
Prime Capital Investment Advisors LLC1,286,786$135,409 12/31/2023
     ITOT1,286,786$135,409 12/31/2023
Pegasus Partners Ltd.1,271,232$133,772 12/31/2023
     ITOT1,271,232$133,772 12/31/2023
HighTower Advisors LLC1,142,343$120,201 12/31/2023
     ITOT1,142,343$120,201 12/31/2023
Cobblestone Capital Advisors LLC NY1,077,354$113,370 12/31/2023
     ITOT1,077,354$113,370 12/31/2023
Mariner LLC1,047,746$110,254 12/31/2023
     ITOT1,047,746$110,254 12/31/2023
O Brien Wealth Partners LLC942,915$108,718 03/31/2024
     ITOT942,915$108,718 03/31/2024
Elm Partners Management LLC1,028,945$108,276 12/31/2023
     ITOT1,028,945$108,276 12/31/2023
Disciplina Capital Management LLC1,014,671$106,774 12/31/2023
     ITOT1,014,671$106,774 12/31/2023
Royal Bank of Canada990,470$104,227 12/31/2023
     ITOT990,470$104,227 12/31/2023
Klaas Financial Asset Advisors LLC969,396$102,010 12/31/2023
     ITOT969,396$102,010 12/31/2023
True Link Financial Advisors LLC850,891$98,108 03/31/2024
     ITOT850,891$98,108 03/31/2024
Johnson Bixby & Associates LLC818,011$94,317 03/31/2024
     ITOT818,011$94,317 03/31/2024
FMR LLC863,805$90,898 12/31/2023
     ITOT863,805$90,898 12/31/2023
LJI Wealth Management LLC828,960$87,231 12/31/2023
     ITOT828,960$87,231 12/31/2023
Goldstein Advisors LLC819,681$86,255 12/31/2023
     ITOT819,681$86,255 12/31/2023
HB Wealth Management LLC819,362$86,221 12/31/2023
     ITOT819,362$86,221 12/31/2023
Kingsview Wealth Management LLC793,130$83,461 12/31/2023
     ITOT793,130$83,461 12/31/2023
Winthrop Advisory Group LLC715,729$82,524 03/31/2024
     ITOT715,729$82,524 03/31/2024
Wick Capital Partners LLC767,052$80,717 12/31/2023
     ITOT767,052$80,717 12/31/2023
Duff & Phelps Investment Management Co.757,615$79,724 12/31/2023
     ITOT757,615$79,724 12/31/2023
Zhang Financial LLC694,256$73,057 12/31/2023
     ITOT694,256$73,057 12/31/2023
Reliant Wealth Planning687,372$72,332 12/31/2023
     ITOT687,372$72,332 12/31/2023
Raymond James & Associates622,041$71,721 03/31/2024
     ITOT622,041$71,721 03/31/2024
Ullmann Financial Group Inc.669,876$70,491 12/31/2023
     ITOT669,876$70,491 12/31/2023
Jaffetilchin Investment Partners LLC639,283$67,272 12/31/2023
     ITOT639,283$67,272 12/31/2023
Macquarie Group Ltd.628,132$66,098 12/31/2023
     ITOT628,132$66,098 12/31/2023
Goldman Sachs Group Inc.609,319$64,119 12/31/2023
     ITOT609,319$64,119 12/31/2023
Simon Quick Advisors LLC554,930$63,983 03/31/2024
     ITOT554,930$63,983 03/31/2024
Cambridge Investment Research Advisors Inc.585,873$61,651 12/31/2023
     ITOT585,873$61,651 12/31/2023
Independent Order of Foresters584,407$61,497 12/31/2023
     ITOT584,407$61,497 12/31/2023
MML Investors Services LLC564,964$59,451 12/31/2023
     ITOT564,964$59,451 12/31/2023
Ancora Advisors LLC554,498$58,350 12/31/2023
     ITOT554,498$58,350 12/31/2023
Heritage Wealth Advisors535,684$56,370 12/31/2023
     ITOT535,684$56,370 12/31/2023
Claar Advisors LLC531,615$55,942 12/31/2023
     ITOT531,615$55,942 12/31/2023
Executive Wealth Management LLC531,017$55,879 12/31/2023
     ITOT531,017$55,879 12/31/2023
Facet Wealth Inc.504,227$54,714 12/31/2023
     ITOT504,227$54,714 12/31/2023
Fundamentun LLC464,117$53,513 03/31/2024
     ITOT464,117$53,513 03/31/2024
jvl associates llc455,670$52,539 03/31/2024
     ITOT455,670$52,539 03/31/2024
Allen Investment Management LLC495,326$52,123 12/31/2023
     ITOT495,326$52,123 12/31/2023
Cresset Asset Management LLC489,280$51,487 12/31/2023
     ITOT489,280$51,487 12/31/2023
Wealth Enhancement Advisory Services LLC446,363$51,466 03/31/2024
     ITOT446,363$51,466 03/31/2024
Partners Capital Investment Group LLP485,460$51,085 12/31/2023
     ITOT485,460$51,085 12/31/2023
Spectrum Strategic Capital Management LLC473,307$49,806 12/31/2023
     ITOT473,307$49,806 12/31/2023
Truist Financial Corp470,938$49,557 12/31/2023
     ITOT470,938$49,557 12/31/2023
Hsbc Holdings PLC455,917$47,976 12/31/2023
     ITOT455,917$47,976 12/31/2023
BKD Wealth Advisors LLC413,404$47,666 03/31/2024
     ITOT413,404$47,666 03/31/2024
Northwestern Mutual Wealth Management Co.446,682$47,004 12/31/2023
     ITOT446,682$47,004 12/31/2023
TRUE Private Wealth Advisors421,451$44,349 12/31/2023
     ITOT421,451$44,349 12/31/2023
Vantage Financial Partners LLC414,327$43,600 12/31/2023
     ITOT414,327$43,600 12/31/2023
Pure Financial Advisors Inc.367,717$42,398 03/31/2024
     ITOT367,717$42,398 03/31/2024
Mercer Global Advisors Inc. ADV401,881$42,290 12/31/2023
     ITOT401,881$42,290 12/31/2023
Equitable Holdings Inc.390,441$41,086 12/31/2023
     ITOT390,441$41,086 12/31/2023
Rehmann Capital Advisory Group390,170$41,058 12/31/2023
     ITOT390,170$41,058 12/31/2023
Blair William & Co. IL387,490$40,776 12/31/2023
     ITOT387,490$40,776 12/31/2023
Boston Private Wealth LLC384,526$40,464 12/31/2023
     ITOT384,526$40,464 12/31/2023
Mission Wealth Management LP383,926$40,401 12/31/2023
     ITOT383,926$40,401 12/31/2023
Geneos Wealth Management Inc.364,521$38,359 12/31/2023
     ITOT364,521$38,359 12/31/2023
Crestwood Advisors Group LLC358,839$37,761 12/31/2023
     ITOT358,839$37,761 12/31/2023
Truepoint Inc.352,293$37,072 12/31/2023
     ITOT352,293$37,072 12/31/2023
Kestra Advisory Services LLC352,212$37,063 12/31/2023
     ITOT352,212$37,063 12/31/2023
Smallwood Wealth Investment Management LLC344,589$36,261 12/31/2023
     ITOT344,589$36,261 12/31/2023
Wooster Corthell Wealth Management Inc.342,535$36,045 12/31/2023
     ITOT342,535$36,045 12/31/2023
CWM LLC312,006$35,974 03/31/2024
     ITOT312,006$35,974 03/31/2024
Orion Portfolio Solutions LLC336,090$35,215 12/31/2023
     ITOT336,090$35,215 12/31/2023
Oikos Holdings LLC333,661$35,111 12/31/2023
     ITOT333,661$35,111 12/31/2023
Financial Designs Corp303,323$34,973 03/31/2024
     ITOT303,323$34,973 03/31/2024
Private Advisor Group LLC326,628$34,371 12/31/2023
     ITOT326,628$34,371 12/31/2023
US Bancorp DE324,744$34,173 12/31/2023
     ITOT324,744$34,173 12/31/2023
Tolleson Wealth Management Inc.319,314$33,601 12/31/2023
     ITOT319,314$33,601 12/31/2023
BLB&B Advisors LLC317,211$33,380 12/31/2023
     ITOT317,211$33,380 12/31/2023
Strategic Point Investment Advisors LLC312,044$32,836 12/31/2023
     ITOT312,044$32,836 12/31/2023
Pathstone Holdings LLC310,451$32,669 12/31/2023
     ITOT310,451$32,669 12/31/2023
Capital Analysts LLC306,710$32,275 12/31/2023
     ITOT306,710$32,275 12/31/2023
Valmark Advisers Inc.306,702$32,274 12/31/2023
     ITOT306,702$32,274 12/31/2023
Regatta Capital Group LLC276,848$31,921 03/31/2024
     ITOT276,848$31,921 03/31/2024
Susquehanna International Group LLP $31,560 12/31/2023
     Call193,600$20,373 12/31/2023
     ITOT128,506$13,523 12/31/2023
     Put22,200$2,336 12/31/2023
Captrust Financial Advisors299,716$31,539 12/31/2023
     ITOT299,716$31,539 12/31/2023
Cigna Investments Inc. New273,332$31,515 03/31/2024
     ITOT273,332$31,515 03/31/2024
Eldridge Investment Advisors Inc.292,044$30,732 12/31/2023
     ITOT292,044$30,732 12/31/2023
David Loasby292,853$30,258 12/31/2023
     ITOT292,853$30,258 12/31/2023
Integrated Wealth Concepts LLC286,903$30,191 12/31/2023
     ITOT286,903$30,191 12/31/2023
CI Private Wealth LLC280,204$29,486 12/31/2023
     ITOT280,204$29,486 12/31/2023
BCGM Wealth Management LLC279,515$29,413 12/31/2023
     ITOT279,515$29,413 12/31/2023
CAPROCK Group Inc.273,704$28,802 12/31/2023
     ITOT273,704$28,802 12/31/2023
Kovitz Investment Group Partners LLC270,287$28,442 12/31/2023
     ITOT270,287$28,442 12/31/2023
Lido Advisors LLC268,605$28,265 12/31/2023
     ITOT268,605$28,265 12/31/2023
Sendero Wealth Management LLC235,979$27,208 03/31/2024
     ITOT235,979$27,208 03/31/2024
Legacy Private Trust Co.225,582$26,010 03/31/2024
     ITOT225,582$26,010 03/31/2024
Alaska Permanent Capital Management224,206$25,873 03/31/2024
     ITOT224,206$25,873 03/31/2024
Thrivent Financial for Lutherans245,838$25,870 12/31/2023
     ITOT245,838$25,870 12/31/2023
Patton Albertson Miller Group LLC244,903$25,771 12/31/2023
     ITOT244,903$25,771 12/31/2023
United Capital Financial Advisers LLC239,673$25,221 12/31/2023
     ITOT239,673$25,221 12/31/2023
Delap Wealth Advisory LLC237,649$25,008 12/31/2023
     ITOT237,649$25,008 12/31/2023
Cetera Advisor Networks LLC235,006$24,730 12/31/2023
     ITOT235,006$24,730 12/31/2023
Legacy Financial Advisors Inc.234,369$24,663 12/31/2023
     ITOT234,369$24,663 12/31/2023
Cetera Advisors LLC232,080$24,422 12/31/2023
     ITOT232,080$24,422 12/31/2023
Beacon Pointe Advisors LLC231,057$24,314 12/31/2023
     ITOT231,057$24,314 12/31/2023
Colony Group LLC227,766$23,968 12/31/2023
     ITOT227,766$23,968 12/31/2023
Monticello Wealth Management LLC219,167$23,063 12/31/2023
     ITOT219,167$23,063 12/31/2023
Benchmark Financial Wealth Advisors LLC198,234$22,856 03/31/2024
     ITOT198,234$22,856 03/31/2024
Monument Capital Management198,076$22,838 03/31/2024
     ITOT198,076$22,838 03/31/2024
Monashee Investment Management LLC216,860$22,820 12/31/2023
     ITOT216,860$22,820 12/31/2023
W.G. Shaheen & Associates DBA Whitney & Co208,092$21,897 12/31/2023
     ITOT208,092$21,897 12/31/2023
Family Wealth Partners LLC184,674$21,293 03/31/2024
     ITOT184,674$21,293 03/31/2024
Dohj LLC184,117$21,229 03/31/2024
     ITOT184,117$21,229 03/31/2024
Astoria Strategic Wealth Inc.197,952$20,830 12/31/2023
     ITOT197,952$20,830 12/31/2023
Regal Investment Advisors LLC197,280$20,760 12/31/2023
     ITOT197,280$20,760 12/31/2023
Heritage Financial Services LLC193,334$20,345 12/31/2023
     ITOT193,334$20,345 12/31/2023
Cherrydale Wealth Management LLC175,200$20,201 03/31/2024
     ITOT175,200$20,201 03/31/2024
Durante & Waters LLC190,879$20,086 12/31/2023
     ITOT190,879$20,086 12/31/2023
JGP Wealth Management LLC189,717$19,964 12/31/2023
     ITOT189,717$19,964 12/31/2023
Ironsides Asset Advisors LLC187,362$19,716 12/31/2023
     ITOT187,362$19,716 12/31/2023
Cynosure Management LLC179,996$19,505 12/31/2023
     ITOT179,996$19,505 12/31/2023
Aletheian Wealth Advisors LLC167,945$19,364 03/31/2024
     ITOT167,945$19,364 03/31/2024
Financial Partners Group Inc180,501$18,994 12/31/2023
     ITOT180,501$18,994 12/31/2023
KM Capital Management Ltd.179,801$18,921 12/31/2023
     ITOT179,801$18,921 12/31/2023
Atria Wealth Solutions Inc.179,432$18,882 12/31/2023
     ITOT179,432$18,882 12/31/2023
IFP Advisors Inc179,101$18,847 12/31/2023
     ITOT179,101$18,847 12/31/2023
UMA Financial Services Inc.170,127$18,804 03/31/2024
     ITOT170,127$18,804 03/31/2024
Stokes Family Office LLC173,616$18,270 12/31/2023
     ITOT173,616$18,270 12/31/2023
Capstone Financial Advisors Inc.173,283$18,235 12/31/2023
     ITOT173,283$18,235 12/31/2023
Regent Peak Wealth Advisors LLC172,620$18,165 12/31/2023
     ITOT172,620$18,165 12/31/2023
Brookstone Capital Management156,321$18,024 03/31/2024
     ITOT156,321$18,024 03/31/2024
MontVue Capital Management Inc.168,947$17,778 12/31/2023
     ITOT168,947$17,778 12/31/2023
Litman Gregory Asset Management LLC164,914$17,354 12/31/2023
     ITOT164,914$17,354 12/31/2023
Thoroughbred Financial Services LLC164,344$17,294 12/31/2023
     ITOT164,344$17,294 12/31/2023
Gleason Group Inc.148,033$17,068 03/31/2024
     ITOT148,033$17,068 03/31/2024
Cetera Investment Advisers158,188$16,646 12/31/2023
     ITOT158,188$16,646 12/31/2023
Advisory Services Network LLC157,224$16,545 12/31/2023
     ITOT157,224$16,545 12/31/2023
Northern Trust Corp156,863$16,507 12/31/2023
     ITOT156,863$16,507 12/31/2023
Allstate Corp155,106$16,322 12/31/2023
     ITOT155,106$16,322 12/31/2023
Tortoise Investment Management LLC153,787$16,183 12/31/2023
     ITOT153,787$16,183 12/31/2023
Avantax Advisory Services Inc.153,705$16,174 12/31/2023
     ITOT153,705$16,174 12/31/2023
Cliftonlarsonallen Wealth Advisors LLC153,642$16,168 12/31/2023
     ITOT153,642$16,168 12/31/2023
Northwest Wealth Management LLC153,110$16,112 12/31/2023
     ITOT153,110$16,112 12/31/2023
Brighton Jones LLC152,522$16,050 12/31/2023
     ITOT152,522$16,050 12/31/2023
Bank of New York Mellon Corp150,772$15,866 12/31/2023
     ITOT150,772$15,866 12/31/2023
Weatherly Asset Management L. P.150,212$15,807 12/31/2023
     ITOT150,212$15,807 12/31/2023
Rain Capital Management LLC149,891$15,773 12/31/2023
     ITOT149,891$15,773 12/31/2023
AE Wealth Management LLC145,711$15,636 12/31/2023
     ITOT145,711$15,636 12/31/2023
Cosner Financial Group LLC147,951$15,569 12/31/2023
     ITOT147,951$15,569 12/31/2023
Planned Solutions Inc.147,816$15,555 12/31/2023
     ITOT147,816$15,555 12/31/2023
Asset Dedication LLC130,921$15,091 03/31/2024
     ITOT130,921$15,091 03/31/2024
Northeast Financial Consultants Inc140,635$14,799 12/31/2023
     ITOT140,635$14,799 12/31/2023
Peirce Capital Management LLC127,968$14,755 03/31/2024
     ITOT127,968$14,755 03/31/2024
Nwam LLC139,981$14,730 12/31/2023
     ITOT139,981$14,730 12/31/2023
Romano Brothers AND Company127,502$14,701 03/31/2024
     ITOT127,502$14,701 03/31/2024
Friedenthal Financial139,634$14,694 12/31/2023
     ITOT139,634$14,694 12/31/2023
Life Planning Partners Inc139,361$14,665 12/31/2023
     ITOT139,361$14,665 12/31/2023
Plancorp LLC139,295$14,658 12/31/2023
     ITOT139,295$14,658 12/31/2023
Crescent Grove Advisors LLC137,299$14,448 12/31/2023
     ITOT137,299$14,448 12/31/2023
Oakwell Private Wealth Management LLC136,866$14,402 12/31/2023
     ITOT136,866$14,402 12/31/2023
Aft Forsyth & Sober LLC136,155$14,327 12/31/2023
     ITOT136,155$14,327 12/31/2023
Canvas Wealth Advisors LLC129,392$14,215 03/31/2024
     ITOT129,392$14,215 03/31/2024
Solano Wealth Management Inc.134,733$14,178 12/31/2023
     ITOT134,733$14,178 12/31/2023
Catalyst Private Wealth LLC121,099$13,963 03/31/2024
     ITOT121,099$13,963 03/31/2024
First Foundation Advisors130,812$13,765 12/31/2023
     ITOT130,812$13,765 12/31/2023
KFA Private Wealth Group LLC130,798$13,764 12/31/2023
     ITOT130,798$13,764 12/31/2023
Baird Financial Group Inc.130,518$13,734 12/31/2023
     ITOT130,518$13,734 12/31/2023
Vident Advisory LLC130,221$13,703 12/31/2023
     ITOT130,221$13,703 12/31/2023
Comerica Bank128,841$13,558 12/31/2023
     ITOT128,841$13,558 12/31/2023
Sax Wealth Advisors LLC127,922$13,461 12/31/2023
     ITOT127,922$13,461 12/31/2023
PrairieView Partners LLC127,293$13,395 12/31/2023
     ITOT127,293$13,395 12/31/2023
Divergent Wealth Advisors LLC124,791$13,132 12/31/2023
     ITOT124,791$13,132 12/31/2023
MY Purposeful Wealth CORP.121,206$12,754 12/31/2023
     ITOT121,206$12,754 12/31/2023
ETF Portfolio Partners Inc.119,041$12,527 12/31/2023
     ITOT119,041$12,527 12/31/2023
Greenleaf Trust118,175$12,436 12/31/2023
     ITOT118,175$12,436 12/31/2023
DDFG Inc116,969$12,309 12/31/2023
     ITOT116,969$12,309 12/31/2023
Vantage Financial Partners Ltd. Inc.116,877$12,299 12/31/2023
     ITOT116,877$12,299 12/31/2023
WBH Advisory Inc.106,272$12,253 03/31/2024
     ITOT106,272$12,253 03/31/2024
First Hawaiian Bank104,394$12,037 03/31/2024
     ITOT104,394$12,037 03/31/2024
Pinnacle Financial Partners Inc.112,064$11,792 12/31/2023
     ITOT112,064$11,792 12/31/2023
McElhenny Sheffield Capital Management LLC100,034$11,534 03/31/2024
     ITOT100,034$11,534 03/31/2024
Janney Montgomery Scott LLC108,672$11,436 12/31/2023
     ITOT108,672$11,436 12/31/2023
Smith Shellnut Wilson LLC ADV106,740$11,232 12/31/2023
     ITOT106,740$11,232 12/31/2023
Bank of Montreal Can105,415$11,141 12/31/2023
     ITOT105,415$11,141 12/31/2023
GWM Advisors LLC104,302$11,088 12/31/2023
     ITOT104,302$11,088 12/31/2023
Sontag Advisory LLC104,989$11,048 12/31/2023
     ITOT104,989$11,048 12/31/2023
Sequoia Financial Advisors LLC104,972$11,046 12/31/2023
     ITOT104,972$11,046 12/31/2023
Relative Value Partners Group LLC104,382$10,984 12/31/2023
     ITOT104,382$10,984 12/31/2023
King Wealth103,220$10,862 12/31/2023
     ITOT103,220$10,862 12/31/2023
Stratos Wealth Partners LTD.93,408$10,770 03/31/2024
     ITOT93,408$10,770 03/31/2024
Proequities Inc.101,854$10,718 12/31/2023
     ITOT101,854$10,718 12/31/2023
Beacon Financial Group101,667$10,698 12/31/2023
     ITOT101,667$10,698 12/31/2023
Wealthcare Capital Management LLC91,699$10,573 03/31/2024
     ITOT91,699$10,573 03/31/2024
Farrow Financial Inc.100,059$10,529 12/31/2023
     ITOT100,059$10,529 12/31/2023
Moneywise Inc.90,071$10,385 03/31/2024
     ITOT90,071$10,385 03/31/2024
Rollins Financial98,192$10,333 12/31/2023
     ITOT98,192$10,333 12/31/2023
Rollins Financial Advisors LLC98,192$10,333 12/31/2023
     ITOT98,192$10,333 12/31/2023
Single Point Partners LLC89,299$10,296 03/31/2024
     ITOT89,299$10,296 03/31/2024
Satovsky Asset Management LLC88,004$10,147 03/31/2024
     ITOT88,004$10,147 03/31/2024
Glenview Trust Co95,891$10,091 12/31/2023
     ITOT95,891$10,091 12/31/2023
GM Advisory Group Inc.95,664$10,067 12/31/2023
     ITOT95,664$10,067 12/31/2023
Certus Wealth Management LLC94,852$9,981 12/31/2023
     ITOT94,852$9,981 12/31/2023
RSM US Wealth Management LLC93,605$9,850 12/31/2023
     ITOT93,605$9,850 12/31/2023
Towercrest Capital Management93,214$9,809 12/31/2023
     ITOT93,214$9,809 12/31/2023
SCS Capital Management LLC89,428$9,411 12/31/2023
     ITOT89,428$9,411 12/31/2023
Freestone Capital Holdings LLC88,361$9,298 12/31/2023
     ITOT88,361$9,298 12/31/2023
Wade Financial Advisory Inc87,491$9,207 12/31/2023
     ITOT87,491$9,207 12/31/2023
Elevate Wealth Advisory Inc.85,209$8,967 12/31/2023
     ITOT85,209$8,967 12/31/2023
CIBC World Markets Inc.84,973$8,942 12/31/2023
     ITOT84,973$8,942 12/31/2023
Kestra Private Wealth Services LLC84,088$8,849 12/31/2023
     ITOT84,088$8,849 12/31/2023
Argent Trust Co83,878$8,826 12/31/2023
     ITOT83,878$8,826 12/31/2023
MAI Capital Management83,719$8,810 12/31/2023
     ITOT83,719$8,810 12/31/2023
Baron Silver Stevens Financial Advisors LLC83,697$8,807 12/31/2023
     ITOT83,697$8,807 12/31/2023
OMNI 360 Wealth Inc.76,045$8,768 03/31/2024
     ITOT76,045$8,768 03/31/2024
Cutler Group LP $8,534 03/31/2024
     ITOT73,794$8,508 03/31/2024
     Call1,400$28 03/31/2024
     Put10,600$2 03/31/2024
Foundations Investment Advisors LLC79,018$8,510 12/31/2023
     ITOT79,018$8,510 12/31/2023
Cedar Brook Financial Partners LLC73,419$8,465 03/31/2024
     ITOT73,419$8,465 03/31/2024
Fifth Third Securities Inc.72,667$8,378 03/31/2024
     ITOT72,667$8,378 03/31/2024
Cornell Pochily Investment Advisors Inc.72,040$8,306 03/31/2024
     ITOT72,040$8,306 03/31/2024
MBA Advisors LLC78,789$8,291 12/31/2023
     ITOT78,789$8,291 12/31/2023
Investors Research Corp78,099$8,218 12/31/2023
     ITOT78,099$8,218 12/31/2023
ORG Partners LLC77,497$8,155 12/31/2023
     ITOT77,497$8,155 12/31/2023
Sar Wealth Management Group LLC69,458$8,009 03/31/2024
     ITOT69,458$8,009 03/31/2024
Jones Financial Companies Lllp73,020$7,684 12/31/2023
     ITOT73,020$7,684 12/31/2023
Roger Wittlin Investment Advisory LLC72,298$7,608 12/31/2023
     ITOT72,298$7,608 12/31/2023
Quadrant Private Wealth Management LLC71,247$7,497 12/31/2023
     ITOT71,247$7,497 12/31/2023
Envestnet Portfolio Solutions Inc.70,823$7,453 12/31/2023
     ITOT70,823$7,453 12/31/2023
Patriot Investment Management Inc.63,967$7,375 03/31/2024
     ITOT63,967$7,375 03/31/2024
Doliver Advisors LP62,845$7,246 03/31/2024
     ITOT62,845$7,246 03/31/2024
Warren Averett Asset Management LLC68,663$7,225 12/31/2023
     ITOT68,663$7,225 12/31/2023
Roble Belko & Company Inc62,104$7,161 03/31/2024
     ITOT62,104$7,161 03/31/2024
Great Point Wealth Advisors LLC67,314$7,083 12/31/2023
     ITOT67,314$7,083 12/31/2023
Retirement Planning Group61,400$7,079 03/31/2024
     ITOT61,400$7,079 03/31/2024
Hollencrest Capital Management67,257$7,077 12/31/2023
     ITOT67,257$7,077 12/31/2023
Turtle Creek Wealth Advisors LLC67,253$7,077 12/31/2023
     ITOT67,253$7,077 12/31/2023
Global Retirement Partners LLC60,636$6,991 03/31/2024
     ITOT60,636$6,991 03/31/2024
MorganRosel Wealth Management LLC60,530$6,979 03/31/2024
     ITOT60,530$6,979 03/31/2024
Steward Partners Investment Advisory LLC66,052$6,951 12/31/2023
     ITOT66,052$6,951 12/31/2023
CENTRAL TRUST Co65,447$6,887 12/31/2023
     ITOT65,447$6,887 12/31/2023
Source Financial Advisors LLC65,152$6,856 12/31/2023
     ITOT65,152$6,856 12/31/2023
AQR Capital Management LLC65,018$6,842 12/31/2023
     ITOT65,018$6,842 12/31/2023
Financial Management Professionals Inc.59,139$6,819 03/31/2024
     ITOT59,139$6,819 03/31/2024
First Financial Bank Trust Division58,476$6,742 03/31/2024
     ITOT58,476$6,742 03/31/2024
O Shaughnessy Asset Management LLC63,992$6,734 12/31/2023
     ITOT63,992$6,734 12/31/2023
Forbes J M & Co. LLP58,176$6,708 03/31/2024
     ITOT58,176$6,708 03/31/2024
Naples Global Advisors LLC63,354$6,667 12/31/2023
     ITOT63,354$6,667 12/31/2023
Lynch & Associates IN57,305$6,607 03/31/2024
     ITOT57,305$6,607 03/31/2024
Family Management Corp62,123$6,537 12/31/2023
     ITOT62,123$6,537 12/31/2023
Opus Investment Management Inc.62,035$6,528 12/31/2023
     ITOT62,035$6,528 12/31/2023
Pineridge Advisors LLC60,971$6,416 12/31/2023
     ITOT60,971$6,416 12/31/2023
Amplius Wealth Advisors LLC55,611$6,412 03/31/2024
     ITOT55,611$6,412 03/31/2024
Jmac Enterprises LLC60,812$6,399 12/31/2023
     ITOT60,812$6,399 12/31/2023
Fairview Capital Investment Management LLC60,625$6,380 12/31/2023
     ITOT60,625$6,380 12/31/2023
Ridgecrest Wealth Partners LLC55,267$6,372 03/31/2024
     ITOT55,267$6,372 03/31/2024
StoneX Group Inc.60,505$6,367 12/31/2023
     ITOT60,505$6,367 12/31/2023
Summit Financial LLC60,497$6,366 12/31/2023
     ITOT60,497$6,366 12/31/2023
Well Done LLC54,162$6,245 03/31/2024
     ITOT54,162$6,245 03/31/2024
Grove Bank & Trust59,310$6,241 12/31/2023
     ITOT59,310$6,241 12/31/2023
Modera Wealth Management LLC58,652$6,172 12/31/2023
     ITOT58,652$6,172 12/31/2023
Schwab Charitable Fund58,172$6,121 12/31/2023
     ITOT58,172$6,121 12/31/2023
MONECO Advisors LLC57,616$6,063 12/31/2023
     ITOT57,616$6,063 12/31/2023
Great Valley Advisor Group Inc.57,273$6,027 12/31/2023
     ITOT57,273$6,027 12/31/2023
Grand Wealth Management LLC56,615$5,958 12/31/2023
     ITOT56,615$5,958 12/31/2023
Hardy Reed LLC56,269$5,921 12/31/2023
     ITOT56,269$5,921 12/31/2023
HBK Sorce Advisory LLC56,230$5,917 12/31/2023
     ITOT56,230$5,917 12/31/2023
Pettinga Financial Advisors LLC51,236$5,908 03/31/2024
     ITOT51,236$5,908 03/31/2024
JSF Financial LLC55,756$5,867 12/31/2023
     ITOT55,756$5,867 12/31/2023
Rede Wealth LLC55,614$5,852 12/31/2023
     ITOT55,614$5,852 12/31/2023
Chicago Partners Investment Group LLC54,673$5,841 12/31/2023
     ITOT54,673$5,841 12/31/2023
First Heartland Consultants Inc.54,724$5,759 12/31/2023
     ITOT54,724$5,759 12/31/2023
Avalon Advisory Group54,695$5,756 12/31/2023
     ITOT54,695$5,756 12/31/2023
Rockefeller Capital Management L.P.54,598$5,745 12/31/2023
     ITOT54,598$5,745 12/31/2023
Charter Trust Co.54,180$5,701 12/31/2023
     ITOT54,180$5,701 12/31/2023
Apollon Wealth Management LLC54,167$5,700 12/31/2023
     ITOT54,167$5,700 12/31/2023
Matthew Goff Investment Advisor LLC48,677$5,612 03/31/2024
     ITOT48,677$5,612 03/31/2024
Ironwood Financial llc48,283$5,567 03/31/2024
     ITOT48,283$5,567 03/31/2024
First Ascent Asset Management LLC52,622$5,537 12/31/2023
     ITOT52,622$5,537 12/31/2023
Capital Planning LLC47,725$5,503 03/31/2024
     ITOT47,725$5,503 03/31/2024
Vivaldi Capital Management LLC50,453$5,482 12/31/2023
     ITOT50,453$5,482 12/31/2023
Hassell Wealth Management LLC50,302$5,438 12/31/2023
     ITOT50,302$5,438 12/31/2023
Nations Financial Group Inc. IA ADV46,521$5,364 03/31/2024
     ITOT46,521$5,364 03/31/2024
Westwood Holdings Group Inc.50,976$5,364 12/31/2023
     ITOT50,976$5,364 12/31/2023
Essex Financial Services Inc.50,512$5,315 12/31/2023
     ITOT50,512$5,315 12/31/2023
Tsfg LLC45,814$5,282 03/31/2024
     ITOT45,814$5,282 03/31/2024
Morling Financial Advisors LLC49,535$5,213 12/31/2023
     ITOT49,535$5,213 12/31/2023
Change Path LLC49,279$5,185 12/31/2023
     ITOT49,279$5,185 12/31/2023
Principal Securities Inc.49,076$5,164 12/31/2023
     ITOT49,076$5,164 12/31/2023
Ferguson Wellman Capital Management Inc.44,276$5,105 03/31/2024
     ITOT44,276$5,105 03/31/2024
Bank of Hawaii48,247$5,077 12/31/2023
     ITOT48,247$5,077 12/31/2023
BlackDiamond Wealth Management Inc.46,685$5,052 12/31/2023
     ITOT46,685$5,052 12/31/2023
Sigma Planning Corp46,940$4,939 12/31/2023
     ITOT46,940$4,939 12/31/2023
Dynamic Advisor Solutions LLC41,666$4,804 03/31/2024
     ITOT41,666$4,804 03/31/2024
FinTrust Capital Advisors LLC44,858$4,720 12/31/2023
     ITOT44,858$4,720 12/31/2023
Aptus Capital Advisors LLC44,689$4,703 12/31/2023
     ITOT44,689$4,703 12/31/2023
Sutton Place Investors LLC40,378$4,656 03/31/2024
     ITOT40,378$4,656 03/31/2024
Financial Advisory Service Inc.44,103$4,641 12/31/2023
     ITOT44,103$4,641 12/31/2023
Merit Financial Group LLC44,034$4,634 12/31/2023
     ITOT44,034$4,634 12/31/2023
Sheets Smith Wealth Management43,777$4,607 12/31/2023
     ITOT43,777$4,607 12/31/2023
Hudock Inc.42,532$4,476 12/31/2023
     ITOT42,532$4,476 12/31/2023
Vontobel Holding Ltd.41,801$4,399 12/31/2023
     ITOT41,801$4,399 12/31/2023
Watershed Private Wealth LLC41,700$4,388 12/31/2023
     ITOT41,700$4,388 12/31/2023
Private Capital Management LLC37,803$4,359 03/31/2024
     ITOT37,803$4,359 03/31/2024
MA Private Wealth40,902$4,304 12/31/2023
     ITOT40,902$4,304 12/31/2023
Capital Advisors Ltd. LLC37,124$4,280 03/31/2024
     ITOT37,124$4,280 03/31/2024
Strategic Equity Management36,310$4,187 03/31/2024
     ITOT36,310$4,187 03/31/2024
Independent Advisor Alliance39,230$4,128 12/31/2023
     ITOT39,230$4,128 12/31/2023
Franklin Resources Inc.38,971$4,101 12/31/2023
     ITOT38,971$4,101 12/31/2023
Soltis Investment Advisors LLC38,867$4,090 12/31/2023
     ITOT38,867$4,090 12/31/2023
Libra Wealth LLC38,725$4,075 12/31/2023
     ITOT38,725$4,075 12/31/2023
Clark Capital Management Group Inc.38,644$4,067 12/31/2023
     ITOT38,644$4,067 12/31/2023
Investment Advisory Group LLC38,554$4,057 12/31/2023
     ITOT38,554$4,057 12/31/2023
New Capital Management LP35,168$4,055 03/31/2024
     ITOT35,168$4,055 03/31/2024
Fonville Wealth Management LLC38,535$4,055 12/31/2023
     ITOT38,535$4,055 12/31/2023
Rather & Kittrell Inc.37,809$3,979 12/31/2023
     ITOT37,809$3,979 12/31/2023
Citadel Advisors LLC $3,947 12/31/2023
     ITOT34,303$3,610 12/31/2023
     Call13,800$1,452 12/31/2023
     Put10,600$1,115 12/31/2023
Gries Financial LLC37,391$3,935 12/31/2023
     ITOT37,391$3,935 12/31/2023
Sentinel Pension Advisors Inc.37,242$3,919 12/31/2023
     ITOT37,242$3,919 12/31/2023
Keystone Financial Group37,170$3,911 12/31/2023
     ITOT37,170$3,911 12/31/2023
Apella Capital LLC34,058$3,896 03/31/2024
     ITOT34,058$3,896 03/31/2024
NYL Investors LLC36,994$3,893 12/31/2023
     ITOT36,994$3,893 12/31/2023
TFO TDC LLC36,818$3,874 12/31/2023
     ITOT36,818$3,874 12/31/2023
Keating Wealth Management LLC33,547$3,868 03/31/2024
     ITOT33,547$3,868 03/31/2024
Bradley & Co. Private Wealth Management LLC36,057$3,794 12/31/2023
     ITOT36,057$3,794 12/31/2023
Ashton Thomas Private Wealth LLC32,541$3,752 03/31/2024
     ITOT32,541$3,752 03/31/2024
Flagship Private Wealth LLC35,383$3,723 12/31/2023
     ITOT35,383$3,723 12/31/2023
Connectus Wealth LLC35,339$3,719 12/31/2023
     ITOT35,339$3,719 12/31/2023
Lcnb Corp34,900$3,673 12/31/2023
     ITOT34,900$3,673 12/31/2023
Johnson Investment Counsel Inc.34,870$3,669 12/31/2023
     ITOT34,870$3,669 12/31/2023
Gladstone Institutional Advisory LLC34,758$3,658 12/31/2023
     ITOT34,758$3,658 12/31/2023
Miracle Mile Advisors LLC31,697$3,655 03/31/2024
     ITOT31,697$3,655 03/31/2024
Kraft Asset Management LLC34,313$3,611 12/31/2023
     ITOT34,313$3,611 12/31/2023
Sunbelt Securities Inc.31,271$3,606 03/31/2024
     ITOT31,271$3,606 03/31/2024
Robertson Stephens Wealth Management LLC34,149$3,594 12/31/2023
     ITOT34,149$3,594 12/31/2023
UP Strategic Wealth Investment Advisors LLC33,902$3,568 12/31/2023
     ITOT33,902$3,568 12/31/2023
Farther Finance Advisors LLC33,858$3,563 12/31/2023
     ITOT33,858$3,563 12/31/2023
Montecito Bank & Trust30,839$3,556 03/31/2024
     ITOT30,839$3,556 03/31/2024
SRS Capital Advisors Inc.33,584$3,534 12/31/2023
     ITOT33,584$3,534 12/31/2023
Snowden Capital Advisors LLC33,068$3,480 12/31/2023
     ITOT33,068$3,480 12/31/2023
Lazard Asset Management LLC32,865$3,458 12/31/2023
     ITOT32,865$3,458 12/31/2023
Endowment Wealth Management Inc.32,537$3,424 12/31/2023
     ITOT32,537$3,424 12/31/2023
Western Wealth Management LLC32,251$3,394 12/31/2023
     ITOT32,251$3,394 12/31/2023
Wedmont Private Capital29,582$3,384 03/31/2024
     ITOT29,582$3,384 03/31/2024
Bordeaux Wealth Advisors LLC31,674$3,333 12/31/2023
     ITOT31,674$3,333 12/31/2023
Allie Family Office LLC31,196$3,283 12/31/2023
     ITOT31,196$3,283 12/31/2023
Legacy Financial Group LLC28,085$3,238 03/31/2024
     ITOT28,085$3,238 03/31/2024
Claris Advisors LLC MO30,734$3,234 12/31/2023
     ITOT30,734$3,234 12/31/2023
Summit Investment Advisory Services LLC27,963$3,224 03/31/2024
     ITOT27,963$3,224 03/31/2024
Glass Jacobson Investment Advisors llc30,319$3,191 12/31/2023
     ITOT30,319$3,191 12/31/2023
Summit Trail Advisors LLC27,595$3,182 03/31/2024
     ITOT27,595$3,182 03/31/2024
Private Trust Co. NA30,174$3,175 12/31/2023
     ITOT30,174$3,175 12/31/2023
StrategIQ Financial Group LLC30,030$3,160 12/31/2023
     ITOT30,030$3,160 12/31/2023
Element Wealth LLC29,881$3,144 12/31/2023
     ITOT29,881$3,144 12/31/2023
Consolidated Planning Corp29,821$3,138 12/31/2023
     ITOT29,821$3,138 12/31/2023
Resources Investment Advisors LLC.29,558$3,110 12/31/2023
     ITOT29,558$3,110 12/31/2023
Hanlon Investment Management Inc.29,515$3,106 12/31/2023
     ITOT29,515$3,106 12/31/2023
Bessemer Group Inc.29,077$3,060 12/31/2023
     ITOT29,077$3,060 12/31/2023
Simplex Trading LLC28,979$3,049 12/31/2023
     ITOT28,979$3,049 12/31/2023
Capital Market Strategies LLC26,348$3,038 03/31/2024
     ITOT26,348$3,038 03/31/2024
RFG Advisory LLC26,297$3,032 03/31/2024
     ITOT26,297$3,032 03/31/2024
The PNC Financial Services Group Inc.28,765$3,027 12/31/2023
     ITOT28,765$3,027 12/31/2023
Wealthcare Advisory Partners LLC25,735$2,967 03/31/2024
     ITOT25,735$2,967 03/31/2024
Sage Mountain Advisors LLC25,360$2,924 03/31/2024
     ITOT25,360$2,924 03/31/2024
TFC Financial Management27,785$2,924 12/31/2023
     ITOT27,785$2,924 12/31/2023
TBH Global Asset Management LLC27,736$2,919 12/31/2023
     ITOT27,736$2,919 12/31/2023
Camden Capital LLC27,408$2,884 12/31/2023
     ITOT27,408$2,884 12/31/2023
Forte Asset Management LLC27,307$2,874 12/31/2023
     ITOT27,307$2,874 12/31/2023
PFG Advisors26,773$2,817 12/31/2023
     ITOT26,773$2,817 12/31/2023
Silvia Mccoll Wealth Management LLC24,800$2,806 03/31/2024
     ITOT24,800$2,806 03/31/2024
Renaissance Technologies LLC26,500$2,789 12/31/2023
     ITOT26,500$2,789 12/31/2023
J.W. Cole Advisors Inc.25,696$2,704 12/31/2023
     ITOT25,696$2,704 12/31/2023
Joel Isaacson & Co. LLC25,670$2,701 12/31/2023
     ITOT25,670$2,701 12/31/2023
Park Avenue Securities LLC23,402$2,698 03/31/2024
     ITOT23,402$2,698 03/31/2024
Carr Financial Group Corp25,552$2,689 12/31/2023
     ITOT25,552$2,689 12/31/2023
Windham Capital Management LLC25,409$2,674 12/31/2023
     ITOT25,409$2,674 12/31/2023
LVZ Advisors Inc.23,105$2,664 03/31/2024
     ITOT23,105$2,664 03/31/2024
Aspiriant LLC23,083$2,661 03/31/2024
     ITOT23,083$2,661 03/31/2024
Mount Yale Investment Advisors LLC25,003$2,631 12/31/2023
     ITOT25,003$2,631 12/31/2023
Tyler Stone Wealth Management24,969$2,628 12/31/2023
     ITOT24,969$2,628 12/31/2023
Phillips Financial Management LLC22,635$2,610 03/31/2024
     ITOT22,635$2,610 03/31/2024
Badgley Phelps Wealth Managers LLC24,665$2,596 12/31/2023
     ITOT24,665$2,596 12/31/2023
Jefferies Financial Group Inc.24,614$2,590 12/31/2023
     ITOT24,614$2,590 12/31/2023
Sigma Investment Counselors Inc.24,097$2,536 12/31/2023
     ITOT24,097$2,536 12/31/2023
Samalin Investment Counsel LLC24,103$2,536 12/31/2023
     ITOT24,103$2,536 12/31/2023
National Asset Management Inc.23,920$2,517 12/31/2023
     ITOT23,920$2,517 12/31/2023
IHT Wealth Management LLC23,902$2,515 12/31/2023
     ITOT23,902$2,515 12/31/2023
Coastal Investment Advisors Inc.21,585$2,489 03/31/2024
     ITOT21,585$2,489 03/31/2024
SC&H Financial Advisors Inc.23,514$2,474 12/31/2023
     ITOT23,514$2,474 12/31/2023
Prospera Financial Services Inc23,502$2,473 12/31/2023
     ITOT23,502$2,473 12/31/2023
Northwest Capital Management Inc21,355$2,462 03/31/2024
     ITOT21,355$2,462 03/31/2024
Sowa Financial Group Inc.23,380$2,460 03/31/2024
     ITOT23,380$2,460 03/31/2024
Stephens Inc. AR23,318$2,454 12/31/2023
     ITOT23,318$2,454 12/31/2023
Diversified Portfolios Inc.23,256$2,447 12/31/2023
     ITOT23,256$2,447 12/31/2023
Buttonwood Financial Advisors Inc.23,256$2,447 12/31/2023
     ITOT23,256$2,447 12/31/2023
AdvisorNet Financial Inc21,170$2,441 03/31/2024
     ITOT21,170$2,441 03/31/2024
Sawtooth Solutions LLC23,123$2,433 12/31/2023
     ITOT23,123$2,433 12/31/2023
Bleakley Financial Group LLC23,123$2,433 12/31/2023
     ITOT23,123$2,433 12/31/2023
Dakota Wealth Management22,780$2,397 12/31/2023
     ITOT22,780$2,397 12/31/2023
Savant Capital LLC22,625$2,381 12/31/2023
     ITOT22,625$2,381 12/31/2023
Brown Advisory Inc.22,259$2,342 12/31/2023
     ITOT22,259$2,342 12/31/2023
Hemington Wealth Management22,009$2,316 12/31/2023
     ITOT22,009$2,316 12/31/2023
Shared Vision Wealth Group LLC22,012$2,316 12/31/2023
     ITOT22,012$2,316 12/31/2023
AGF Management Ltd.21,985$2,313 12/31/2023
     ITOT21,985$2,313 12/31/2023
Sinecera Capital LLC20,031$2,310 03/31/2024
     ITOT20,031$2,310 03/31/2024
Maltin Wealth Management Inc.19,976$2,303 03/31/2024
     ITOT19,976$2,303 03/31/2024
Able Wealth Management LLC21,865$2,301 12/31/2023
     ITOT21,865$2,301 12/31/2023
CoreCap Advisors LLC21,799$2,294 12/31/2023
     ITOT21,799$2,294 12/31/2023
Talisman Wealth Advisors LLC21,778$2,292 12/31/2023
     ITOT21,778$2,292 12/31/2023
Fiduciary Alliance LLC19,778$2,275 03/31/2024
     ITOT19,778$2,275 03/31/2024
Snider Financial Group21,579$2,271 12/31/2023
     ITOT21,579$2,271 12/31/2023
Quad Cities Investment Group LLC19,601$2,260 03/31/2024
     ITOT19,601$2,260 03/31/2024
Fidelis Capital Partners LLC21,417$2,254 12/31/2023
     ITOT21,417$2,254 12/31/2023
TIAA Trust National Association21,357$2,247 12/31/2023
     ITOT21,357$2,247 12/31/2023
Prosperity Planning Inc.19,469$2,245 03/31/2024
     ITOT19,469$2,245 03/31/2024
Northwest Bancshares Inc.21,247$2,236 12/31/2023
     ITOT21,247$2,236 12/31/2023
Bernardo Wealth Planning LLC20,999$2,210 12/31/2023
     ITOT20,999$2,210 12/31/2023
Wiley BROS. Aintree Capital LLC18,912$2,181 03/31/2024
     ITOT18,912$2,181 03/31/2024
Farmers & Merchants Investments Inc.18,892$2,178 03/31/2024
     ITOT18,892$2,178 03/31/2024
RFP Financial Group LLC20,700$2,178 12/31/2023
     ITOT20,700$2,178 12/31/2023
First National Bank & Trust Co. of Newtown20,560$2,164 12/31/2023
     ITOT20,560$2,164 12/31/2023
Associated Banc Corp20,534$2,161 12/31/2023
     ITOT20,534$2,161 12/31/2023
Moneta Group Investment Advisors LLC20,499$2,157 12/31/2023
     ITOT20,499$2,157 12/31/2023
TKG Advisors LLC20,482$2,155 12/31/2023
     ITOT20,482$2,155 12/31/2023
N.E.W. Advisory Services LLC20,470$2,154 12/31/2023
     ITOT20,470$2,154 12/31/2023
Tarbox Family Office Inc.18,444$2,127 03/31/2024
     ITOT18,444$2,127 03/31/2024
Kerntke Otto McGlone Wealth Management Group20,073$2,112 12/31/2023
     ITOT20,073$2,112 12/31/2023
Spire Wealth Management19,863$2,110 12/31/2023
     ITOT19,863$2,110 12/31/2023
Ritholtz Wealth Management20,028$2,108 12/31/2023
     ITOT20,028$2,108 12/31/2023
ZWJ Investment Counsel Inc.19,862$2,090 12/31/2023
     ITOT19,862$2,090 12/31/2023
Mayflower Financial Advisors LLC19,707$2,074 12/31/2023
     ITOT19,707$2,074 12/31/2023
Callan Family Office LLC19,669$2,070 12/31/2023
     ITOT19,669$2,070 12/31/2023
Lincoln National Corp19,463$2,048 12/31/2023
     ITOT19,463$2,048 12/31/2023
Adams Wealth Management19,425$2,044 12/31/2023
     ITOT19,425$2,044 12/31/2023
Blueprint Investment Partners LLC19,065$2,006 12/31/2023
     ITOT19,065$2,006 12/31/2023
Insigneo Advisory Services LLC19,024$2,002 12/31/2023
     ITOT19,024$2,002 12/31/2023
Alliance Wealth Management Group18,729$1,971 12/31/2023
     ITOT18,729$1,971 12/31/2023
Peak Financial Management Inc.17,028$1,963 03/31/2024
     ITOT17,028$1,963 03/31/2024
Aaron Wealth Advisors18,617$1,959 12/31/2023
     ITOT18,617$1,959 12/31/2023
RF&L Wealth Management LLC18,554$1,952 12/31/2023
     ITOT18,554$1,952 12/31/2023
Valeo Financial Advisors LLC16,754$1,932 03/31/2024
     ITOT16,754$1,932 03/31/2024
Oxford Financial Group Ltd.18,347$1,931 12/31/2023
     ITOT18,347$1,931 12/31/2023
Wealth Group Ltd17,677$1,918 12/31/2023
     ITOT17,677$1,918 12/31/2023
Klingman & Associates LLC18,198$1,915 12/31/2023
     ITOT18,198$1,915 12/31/2023
Citigroup Inc.17,791$1,872 12/31/2023
     ITOT17,791$1,872 12/31/2023
GSB Wealth Management LLC17,704$1,863 12/31/2023
     ITOT17,704$1,863 12/31/2023
Rosenberg Matthew Hamilton16,125$1,855 03/31/2024
     ITOT16,125$1,855 03/31/2024
RWM Asset Management LLC16,088$1,855 03/31/2024
     ITOT16,088$1,855 03/31/2024
Evoke Wealth LLC17,596$1,852 12/31/2023
     ITOT17,596$1,852 12/31/2023
Sage Financial Group Inc.17,529$1,845 12/31/2023
     ITOT17,529$1,845 12/31/2023
Wealth Effects LLC15,889$1,832 03/31/2024
     ITOT15,889$1,832 03/31/2024
McGlone Suttner Wealth Management Inc.15,766$1,818 03/31/2024
     ITOT15,766$1,818 03/31/2024
Archer Investment Corp17,224$1,813 12/31/2023
     ITOT17,224$1,813 12/31/2023
Cherry Tree Wealth Management LLC17,182$1,808 12/31/2023
     ITOT17,182$1,808 12/31/2023
Whitcomb & Hess Inc.15,668$1,807 03/31/2024
     ITOT15,668$1,807 03/31/2024
Mutual Advisors LLC17,166$1,806 12/31/2023
     ITOT17,166$1,806 12/31/2023
Hamilton Capital LLC16,835$1,772 12/31/2023
     ITOT16,835$1,772 12/31/2023
ShoreHaven Wealth Partners LLC16,768$1,764 12/31/2023
     ITOT16,768$1,764 12/31/2023
JustInvest LLC16,676$1,755 12/31/2023
     ITOT16,676$1,755 12/31/2023
Claro Advisors LLC15,213$1,754 03/31/2024
     ITOT15,213$1,754 03/31/2024
DB Wealth Management Group LLC16,664$1,754 12/31/2023
     ITOT16,664$1,754 12/31/2023
Columbus Macro LLC15,156$1,747 03/31/2024
     ITOT15,156$1,747 03/31/2024
Cardiff Park Advisors LLC16,412$1,727 12/31/2023
     ITOT16,412$1,727 12/31/2023
Apollon Financial LLC16,386$1,724 12/31/2023
     ITOT16,386$1,724 12/31/2023
Natixis Advisors L.P.16,271$1,712 12/31/2023
     ITOT16,271$1,712 12/31/2023
Day & Ennis LLC16,180$1,703 12/31/2023
     ITOT16,180$1,703 12/31/2023
Tranquility Partners LLC16,171$1,702 12/31/2023
     ITOT16,171$1,702 12/31/2023
Patten Group Inc.14,656$1,690 03/31/2024
     ITOT14,656$1,690 03/31/2024
Pioneer Trust Bank N A OR16,000$1,684 12/31/2023
     ITOT16,000$1,684 12/31/2023
Whitaker Myers Wealth Managers LTD.14,556$1,678 03/31/2024
     ITOT14,556$1,678 03/31/2024
Pensionmark Financial Group LLC15,941$1,677 12/31/2023
     ITOT15,941$1,677 12/31/2023
NewEdge Wealth LLC15,927$1,676 12/31/2023
     ITOT15,927$1,676 12/31/2023
Parkside Investments LLC14,519$1,674 03/31/2024
     ITOT14,519$1,674 03/31/2024
GSG Advisors LLC14,561$1,665 03/31/2024
     ITOT14,561$1,665 03/31/2024
Alta Wealth Advisors LLC15,705$1,653 12/31/2023
     ITOT15,705$1,653 12/31/2023
Walkner Condon Financial Advisors LLC14,288$1,647 03/31/2024
     ITOT14,288$1,647 03/31/2024
Pinnacle Family Advisors LLC15,575$1,639 12/31/2023
     ITOT15,575$1,639 12/31/2023
Wescott Financial Advisory Group LLC15,553$1,637 12/31/2023
     ITOT15,553$1,637 12/31/2023
Eagle Bluffs Wealth Management LLC14,022$1,617 03/31/2024
     ITOT14,022$1,617 03/31/2024
EverSource Wealth Advisors LLC15,268$1,607 12/31/2023
     ITOT15,268$1,607 12/31/2023
Guidance Point Advisors LLC15,251$1,605 12/31/2023
     ITOT15,251$1,605 12/31/2023
SFG Wealth Management LLC.15,201$1,600 12/31/2023
     ITOT15,201$1,600 12/31/2023
Almanack Investment Partners LLC.15,088$1,588 12/31/2023
     ITOT15,088$1,588 12/31/2023
EPG Wealth Management LLC14,471$1,572 12/31/2023
     ITOT14,471$1,572 12/31/2023
Hoxton Planning & Management LLC13,621$1,571 03/31/2024
     ITOT13,621$1,571 03/31/2024
Clearstead Advisors LLC14,914$1,569 12/31/2023
     ITOT14,914$1,569 12/31/2023
InterOcean Capital Group LLC14,862$1,564 12/31/2023
     ITOT14,862$1,564 12/31/2023
WJ Wealth Management LLC13,479$1,554 03/31/2024
     ITOT13,479$1,554 03/31/2024
Level Four Advisory Services LLC14,732$1,550 12/31/2023
     ITOT14,732$1,550 12/31/2023
Quantinno Capital Management LP14,594$1,536 12/31/2023
     ITOT14,594$1,536 12/31/2023
Keybank National Association OH14,443$1,520 12/31/2023
     ITOT14,443$1,520 12/31/2023
Geller Advisors LLC14,399$1,515 12/31/2023
     ITOT14,399$1,515 12/31/2023
Family Asset Management LLC14,391$1,514 12/31/2023
     ITOT14,391$1,514 12/31/2023
Raymond James Trust N.A.14,315$1,506 12/31/2023
     ITOT14,315$1,506 12/31/2023
Global Assets Advisory LLC12,997$1,499 03/31/2024
     ITOT12,997$1,499 03/31/2024
Financial Engines Advisors L.L.C.14,243$1,499 12/31/2023
     ITOT14,243$1,499 12/31/2023
Paradigm Financial Partners LLC14,004$1,474 12/31/2023
     ITOT14,004$1,474 12/31/2023
Twin Focus Capital Partners LLC14,000$1,473 12/31/2023
     ITOT14,000$1,473 12/31/2023
Objective Capital Management LLC13,953$1,468 12/31/2023
     ITOT13,953$1,468 12/31/2023
Icon Wealth Advisors LLC13,788$1,451 12/31/2023
     ITOT13,788$1,451 12/31/2023
Westside Investment Management Inc.12,517$1,443 03/31/2024
     ITOT12,517$1,443 03/31/2024
PFG Investments LLC12,506$1,442 03/31/2024
     ITOT12,506$1,442 03/31/2024
SageView Advisory Group LLC13,335$1,442 12/31/2023
     ITOT13,335$1,442 12/31/2023
FourThought Financial Partners LLC13,494$1,420 12/31/2023
     ITOT13,494$1,420 12/31/2023
Cahaba Wealth Management Inc.12,262$1,414 03/31/2024
     ITOT12,262$1,414 03/31/2024
Atria Investments LLC13,412$1,411 12/31/2023
     ITOT13,412$1,411 12/31/2023
Centerpoint Advisors LLC13,391$1,409 12/31/2023
     ITOT13,391$1,409 12/31/2023
EP Wealth Advisors LLC13,373$1,407 12/31/2023
     ITOT13,373$1,407 12/31/2023
Stephenson & Company Inc.13,202$1,389 12/31/2023
     ITOT13,202$1,389 12/31/2023
Regency Capital Management Inc. DE13,194$1,388 12/31/2023
     ITOT13,194$1,388 12/31/2023
Hobbs Group Advisors LLC13,061$1,374 12/31/2023
     ITOT13,061$1,374 12/31/2023
Zacks Investment Management13,049$1,373 12/31/2023
     ITOT13,049$1,373 12/31/2023
Summit X LLC12,981$1,366 12/31/2023
     ITOT12,981$1,366 12/31/2023
CIC Wealth LLC11,798$1,360 03/31/2024
     ITOT11,798$1,360 03/31/2024
BIP Wealth LLC12,875$1,355 12/31/2023
     ITOT12,875$1,355 12/31/2023
Lauterbach Financial Advisors LLC12,702$1,337 12/31/2023
     ITOT12,702$1,337 12/31/2023
Signaturefd LLC12,690$1,335 12/31/2023
     ITOT12,690$1,335 12/31/2023
Financial Consulate Inc.11,427$1,318 03/31/2024
     ITOT11,427$1,318 03/31/2024
Meridian Wealth Partners LLC12,444$1,309 12/31/2023
     ITOT12,444$1,309 12/31/2023
Sugarloaf Wealth Management LLC11,226$1,294 03/31/2024
     ITOT11,226$1,294 03/31/2024
Gryphon Financial Partners LLC12,259$1,290 12/31/2023
     ITOT12,259$1,290 12/31/2023
Spectrum Wealth Counsel LLC12,262$1,290 12/31/2023
     ITOT12,262$1,290 12/31/2023
Axxcess Wealth Management LLC12,233$1,287 12/31/2023
     ITOT12,233$1,287 12/31/2023
Weaver Consulting Group11,025$1,271 03/31/2024
     ITOT11,025$1,271 03/31/2024
Blue Fin Capital Inc.12,013$1,264 12/31/2023
     ITOT12,013$1,264 12/31/2023
My Personal CFO LLC11,967$1,259 12/31/2023
     ITOT11,967$1,259 12/31/2023
MN Wealth Advisors LLC11,925$1,255 12/31/2023
     ITOT11,925$1,255 12/31/2023
Summit Global Investments11,776$1,239 12/31/2023
     ITOT11,776$1,239 12/31/2023
D.A. Davidson & CO.11,721$1,233 12/31/2023
     ITOT11,721$1,233 12/31/2023
Compass Ion Advisors LLC10,668$1,230 03/31/2024
     ITOT10,668$1,230 03/31/2024
Qube Research & Technologies Ltd11,681$1,229 12/31/2023
     ITOT11,681$1,229 12/31/2023
Professional Financial Advisors LLC11,649$1,226 12/31/2023
     ITOT11,649$1,226 12/31/2023
Bay Colony Advisory Group Inc d b a Bay Colony Advisors11,564$1,217 12/31/2023
     ITOT11,564$1,217 12/31/2023
Legacy Advisors LLC11,524$1,213 12/31/2023
     ITOT11,524$1,213 12/31/2023
Robinson Smith Wealth Advisors LLC11,491$1,209 12/31/2023
     ITOT11,491$1,209 12/31/2023
Sovereign Financial Group Inc.10,461$1,206 03/31/2024
     ITOT10,461$1,206 03/31/2024
Advisors Capital Management LLC11,429$1,203 12/31/2023
     ITOT11,429$1,203 12/31/2023
Milestone Asset Management LLC10,429$1,202 03/31/2024
     ITOT10,429$1,202 03/31/2024
Fifth Third Bancorp10,420$1,201 03/31/2024
     ITOT10,420$1,201 03/31/2024
Cassady Schiller Wealth Management LLC11,232$1,182 12/31/2023
     ITOT11,232$1,182 12/31/2023
Integrated Advisors Network LLC11,113$1,169 12/31/2023
     ITOT11,113$1,169 12/31/2023
Mather Group LLC.10,961$1,153 03/31/2024
     ITOT10,961$1,153 03/31/2024
Tanglewood Legacy Advisors LLC10,001$1,153 03/31/2024
     ITOT10,001$1,153 03/31/2024
Wolff Wiese Magana LLC9,926$1,144 03/31/2024
     ITOT9,926$1,144 03/31/2024
Sowell Financial Services LLC10,832$1,140 12/31/2023
     ITOT10,832$1,140 12/31/2023
Trexquant Investment LP10,811$1,138 12/31/2023
     ITOT10,811$1,138 12/31/2023
Harbour Investments Inc.10,790$1,135 12/31/2023
     ITOT10,790$1,135 12/31/2023
Wedbush Securities Inc.10,781$1,134 12/31/2023
     ITOT10,781$1,134 12/31/2023
Eqis Capital Management Inc.10,736$1,130 12/31/2023
     ITOT10,736$1,130 12/31/2023
Clarity Asset Management Inc.10,739$1,130 12/31/2023
     ITOT10,739$1,130 12/31/2023
Concurrent Investment Advisors LLC10,697$1,126 12/31/2023
     ITOT10,697$1,126 12/31/2023
Brooklyn FI LLC9,719$1,121 03/31/2024
     ITOT9,719$1,121 03/31/2024
Bogart Wealth LLC10,580$1,113 12/31/2023
     ITOT10,580$1,113 12/31/2023
Aua Capital Management LLC9,612$1,108 03/31/2024
     ITOT9,612$1,108 03/31/2024
Country Trust Bank9,580$1,105 03/31/2024
     ITOT9,580$1,105 03/31/2024
Orgel Wealth Management LLC9,513$1,097 03/31/2024
     ITOT9,513$1,097 03/31/2024
Proficio Capital Partners LLC10,427$1,097 12/31/2023
     ITOT10,427$1,097 12/31/2023
Chicago Capital LLC9,418$1,086 03/31/2024
     ITOT9,418$1,086 03/31/2024
Belpointe Asset Management LLC10,298$1,084 12/31/2023
     ITOT10,298$1,084 12/31/2023
Somerset Trust Co9,385$1,082 03/31/2024
     ITOT9,385$1,082 03/31/2024
Marino Stram & Associates LLC10,272$1,081 12/31/2023
     ITOT10,272$1,081 12/31/2023
Index Fund Advisors Inc.10,177$1,071 12/31/2023
     ITOT10,177$1,071 12/31/2023
Accredited Investors Inc.10,153$1,068 12/31/2023
     ITOT10,153$1,068 12/31/2023
Smithfield Trust Co.10,127$1,065 12/31/2023
     ITOT10,127$1,065 12/31/2023
Cahill Financial Advisors Inc.10,119$1,065 12/31/2023
     ITOT10,119$1,065 12/31/2023
Pathway Financial Advisors LLC9,200$1,061 03/31/2024
     ITOT9,200$1,061 03/31/2024
VCI Wealth Management LLC9,917$1,044 12/31/2023
     ITOT9,917$1,044 12/31/2023
National Bank of Canada FI9,951$1,037 12/31/2023
     ITOT9,951$1,037 12/31/2023
Oppenheimer & Co. Inc.9,833$1,035 12/31/2023
     ITOT9,833$1,035 12/31/2023
Johnson Financial Group Inc.9,775$1,029 12/31/2023
     ITOT9,775$1,029 12/31/2023
Ieq Capital LLC9,754$1,026 12/31/2023
     ITOT9,754$1,026 12/31/2023
Vertex Planning Partners LLC9,635$1,014 12/31/2023
     ITOT9,635$1,014 12/31/2023
Sprinkle Financial Consultants LLC9,635$1,014 12/31/2023
     ITOT9,635$1,014 12/31/2023
Fort Pitt Capital Group LLC8,659$998 03/31/2024
     ITOT8,659$998 03/31/2024
Keystone Wealth Services LLC8,571$988 03/31/2024
     ITOT8,571$988 03/31/2024
Regions Financial Corp8,532$984 03/31/2024
     ITOT8,532$984 03/31/2024
Transform Wealth LLC8,507$981 03/31/2024
     ITOT8,507$981 03/31/2024
Signature Wealth Management Partners LLC9,315$980 12/31/2023
     ITOT9,315$980 12/31/2023
Essex Savings Bank9,283$977 03/31/2024
     ITOT9,283$977 03/31/2024
Merriman Wealth Management LLC9,287$977 12/31/2023
     ITOT9,287$977 12/31/2023
VeraBank N.A.9,216$970 12/31/2023
     ITOT9,216$970 12/31/2023
Mayport LLC8,389$967 03/31/2024
     ITOT8,389$967 03/31/2024
Schechter Investment Advisors LLC9,155$963 12/31/2023
     ITOT9,155$963 12/31/2023
Bouvel Investment Partners LLC8,246$951 03/31/2024
     ITOT8,246$951 03/31/2024
Virtue Capital Management LLC9,214$951 12/31/2023
     ITOT9,214$951 12/31/2023
LexAurum Advisors LLC8,239$950 03/31/2024
     ITOT8,239$950 03/31/2024
Southeast Asset Advisors Inc.8,982$945 12/31/2023
     ITOT8,982$945 12/31/2023
Apexium Financial LP8,188$944 03/31/2024
     ITOT8,188$944 03/31/2024
Mosaic Family Wealth Partners LLC8,952$942 12/31/2023
     ITOT8,952$942 12/31/2023
Signal Advisors Wealth LLC8,120$936 03/31/2024
     ITOT8,120$936 03/31/2024
Vicus Capital8,113$935 03/31/2024
     ITOT8,113$935 03/31/2024
Cooper Financial Group8,037$927 03/31/2024
     ITOT8,037$927 03/31/2024
Carolinas Wealth Consulting LLC8,739$920 12/31/2023
     ITOT8,739$920 12/31/2023
Galvin Gaustad & Stein LLC7,908$912 03/31/2024
     ITOT7,908$912 03/31/2024
Greenhouse Wealth Management LLC7,904$911 03/31/2024
     ITOT7,904$911 03/31/2024
Dfpg Investments LLC8,799$910 12/31/2023
     ITOT8,799$910 12/31/2023
STA Wealth Management LLC8,607$906 12/31/2023
     ITOT8,607$906 12/31/2023
Raleigh Capital Management Inc.8,552$900 12/31/2023
     ITOT8,552$900 12/31/2023
Meridian Management Co.8,100$894 12/31/2023
     ITOT8,100$894 12/31/2023
Oakworth Capital Inc.7,748$893 03/31/2024
     ITOT7,748$893 03/31/2024
Pacific Capital Wealth Advisors Inc.8,443$889 12/31/2023
     ITOT8,443$889 12/31/2023
Clifford Swan Investment Counsel LLC7,683$886 03/31/2024
     ITOT7,683$886 03/31/2024
Alpha Cubed Investments LLC7,675$885 03/31/2024
     ITOT7,675$885 03/31/2024
Cypress Capital Group8,404$884 12/31/2023
     ITOT8,404$884 12/31/2023
Tritonpoint Wealth LLC8,399$884 12/31/2023
     ITOT8,399$884 12/31/2023
WealthCollab LLC8,318$875 12/31/2023
     ITOT8,318$875 12/31/2023
PBMares Wealth Management LLC8,232$866 12/31/2023
     ITOT8,232$866 12/31/2023
Falcon Wealth Planning7,506$865 03/31/2024
     ITOT7,506$865 03/31/2024
Sound Stewardship LLC8,201$863 12/31/2023
     ITOT8,201$863 12/31/2023
Foguth Wealth Management LLC.7,413$855 03/31/2024
     ITOT7,413$855 03/31/2024
Scotia Capital Inc.8,006$842 12/31/2023
     ITOT8,006$842 12/31/2023
Money Concepts Capital Corp7,959$837 12/31/2023
     ITOT7,959$837 12/31/2023
M&T Bank Corp7,870$828 12/31/2023
     ITOT7,870$828 12/31/2023
Eaton Financial Holdings Company LLC7,161$826 03/31/2024
     ITOT7,161$826 03/31/2024
Willow Creek Wealth Management Inc.7,838$825 12/31/2023
     ITOT7,838$825 12/31/2023
PCA Investment Advisory Services Inc.7,836$825 12/31/2023
     ITOT7,836$825 12/31/2023
SILVER OAK SECURITIES Inc7,823$823 12/31/2023
     ITOT7,823$823 12/31/2023
First Horizon Advisors Inc.7,817$823 12/31/2023
     ITOT7,817$823 12/31/2023
Atwood & Palmer Inc.7,081$816 03/31/2024
     ITOT7,081$816 03/31/2024
Centurion Wealth Management LLC7,744$815 12/31/2023
     ITOT7,744$815 12/31/2023
ForthRight Wealth Management LLC7,058$814 03/31/2024
     ITOT7,058$814 03/31/2024
Texas Capital Bank Wealth Management Services Inc.7,704$811 12/31/2023
     ITOT7,704$811 12/31/2023
Windsor Capital Management LLC7,004$808 03/31/2024
     ITOT7,004$808 03/31/2024
Huntington National Bank7,571$797 12/31/2023
     ITOT7,571$797 12/31/2023
BCS Wealth Management6,885$794 03/31/2024
     ITOT6,885$794 03/31/2024
Kwmg LLC6,852$790 03/31/2024
     ITOT6,852$790 03/31/2024
Neuberger Berman Group LLC7,396$778 12/31/2023
     ITOT7,396$778 12/31/2023
Institute for Wealth Management LLC.7,343$773 12/31/2023
     ITOT7,343$773 12/31/2023
Carlson Capital Management6,684$771 03/31/2024
     ITOT6,684$771 03/31/2024
Keener Financial Planning LLC7,289$767 12/31/2023
     ITOT7,289$767 12/31/2023
Edge Capital Group LLC7,274$765 12/31/2023
     ITOT7,274$765 12/31/2023
Strategic Blueprint LLC6,610$762 03/31/2024
     ITOT6,610$762 03/31/2024
Clear Creek Financial Management LLC7,209$759 12/31/2023
     ITOT7,209$759 12/31/2023
Pasadena Private Wealth LLC6,573$758 03/31/2024
     ITOT6,573$758 03/31/2024
Private Portfolio Partners LLC7,185$756 12/31/2023
     ITOT7,185$756 12/31/2023
Sfmg LLC7,152$753 12/31/2023
     ITOT7,152$753 12/31/2023
Vestmark Advisory Solutions Inc.7,109$748 12/31/2023
     ITOT7,109$748 12/31/2023
Daymark Wealth Partners LLC6,431$741 03/31/2024
     ITOT6,431$741 03/31/2024
Redwood Financial Network Corp7,045$741 12/31/2023
     ITOT7,045$741 12/31/2023
Visionary Wealth Advisors7,036$740 12/31/2023
     ITOT7,036$740 12/31/2023
Catalytic Wealth RIA LLC7,019$739 12/31/2023
     ITOT7,019$739 12/31/2023
WealthShield Partners LLC7,013$738 12/31/2023
     ITOT7,013$738 12/31/2023
Trinity Financial Advisors LLC6,343$731 03/31/2024
     ITOT6,343$731 03/31/2024
Charter Oak Capital Management LLC6,334$730 03/31/2024
     ITOT6,334$730 03/31/2024
Blue Bell Private Wealth Management LLC6,896$726 12/31/2023
     ITOT6,896$726 12/31/2023
Gibson Capital LLC6,263$722 03/31/2024
     ITOT6,263$722 03/31/2024
GHP Investment Advisors Inc.6,838$720 12/31/2023
     ITOT6,838$720 12/31/2023
Toroso Investments LLC6,832$719 12/31/2023
     ITOT6,832$719 12/31/2023
Madison Wealth Partners Inc6,807$716 12/31/2023
     ITOT6,807$716 12/31/2023
HCR Wealth Advisors6,747$710 12/31/2023
     ITOT6,747$710 12/31/2023
Dana Investment Advisors Inc.6,638$699 12/31/2023
     ITOT6,638$699 12/31/2023
Brandywine Oak Private Wealth LLC6,641$699 12/31/2023
     ITOT6,641$699 12/31/2023
Truefg LLC6,053$698 03/31/2024
     ITOT6,053$698 03/31/2024
Madden Advisory Services Inc.6,599$694 12/31/2023
     ITOT6,599$694 12/31/2023
McClarren Financial Advisors Inc.6,591$694 12/31/2023
     ITOT6,591$694 12/31/2023
Stratos Wealth Advisors LLC5,991$691 03/31/2024
     ITOT5,991$691 03/31/2024
Congress Wealth Management LLC DE 5,991$691 03/31/2024
     ITOT5,991$691 03/31/2024
Calton & Associates Inc.5,986$690 03/31/2024
     ITOT5,986$690 03/31/2024
Strategies Wealth Advisors LLC5,960$687 03/31/2024
     ITOT5,960$687 03/31/2024
Balentine LLC6,518$686 12/31/2023
     ITOT6,518$686 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC6,517$686 12/31/2023
     ITOT6,517$686 12/31/2023
North Ridge Wealth Advisors Inc.6,486$683 12/31/2023
     ITOT6,486$683 12/31/2023
Yale University6,464$680 12/31/2023
     ITOT6,464$680 12/31/2023
Bond & Devick Financial Network Inc.6,465$680 12/31/2023
     ITOT6,465$680 12/31/2023
Jackson Thornton Asset Management LLC6,463$680 12/31/2023
     ITOT6,463$680 12/31/2023
Synovus Financial Corp6,410$675 12/31/2023
     ITOT6,410$675 12/31/2023
Bromfield Sneider Wealth Advisors5,834$673 03/31/2024
     ITOT5,834$673 03/31/2024
Schwarz Dygos Wheeler Investment Advisors LLC6,346$668 12/31/2023
     ITOT6,346$668 12/31/2023
Capital Planning Advisors LLC6,327$666 12/31/2023
     ITOT6,327$666 12/31/2023
Symphony Financial Ltd. Co.5,757$664 03/31/2024
     ITOT5,757$664 03/31/2024
Csenge Advisory Group6,307$664 12/31/2023
     ITOT6,307$664 12/31/2023
Capital Investment Advisors LLC5,727$660 03/31/2024
     ITOT5,727$660 03/31/2024
Panoramic Investment Advisors LLC5,705$658 03/31/2024
     ITOT5,705$658 03/31/2024
Outlook Wealth Advisors LLC5,694$657 03/31/2024
     ITOT5,694$657 03/31/2024
Whittier Trust Co. of Nevada Inc.6,229$655 12/31/2023
     ITOT6,229$655 12/31/2023
Perigon Wealth Management LLC6,222$655 12/31/2023
     ITOT6,222$655 12/31/2023
Salomon & Ludwin LLC6,229$655 12/31/2023
     ITOT6,229$655 12/31/2023
Anderson Fisher LLC6,228$655 12/31/2023
     ITOT6,228$655 12/31/2023
Cypress Wealth Services LLC5,613$647 03/31/2024
     ITOT5,613$647 03/31/2024
W Advisors LLC6,102$642 12/31/2023
     ITOT6,102$642 12/31/2023
TCG Advisory Services LLC6,083$640 12/31/2023
     ITOT6,083$640 12/31/2023
Putnam FL Investment Management Co.6,070$639 12/31/2023
     ITOT6,070$639 12/31/2023
WealthPLAN Partners LLC6,072$639 12/31/2023
     ITOT6,072$639 12/31/2023
Trademark Financial Management LLC6,068$639 12/31/2023
     ITOT6,068$639 12/31/2023
Financial Counselors Inc.6,064$638 12/31/2023
     ITOT6,064$638 12/31/2023
Wade G W & Inc.6,055$637 12/31/2023
     ITOT6,055$637 12/31/2023
Deutsche Bank AG6,025$634 12/31/2023
     ITOT6,025$634 12/31/2023
Bartlett & Co. LLC5,997$634 12/31/2023
     ITOT5,997$634 12/31/2023
Bartlett & CO. Wealth Management LLC5,997$634 12/31/2023
     ITOT5,997$634 12/31/2023
Harbor Investment Advisory LLC5,491$633 03/31/2024
     ITOT5,491$633 03/31/2024
GYL Financial Synergies LLC5,993$631 12/31/2023
     ITOT5,993$631 12/31/2023
JNB Advisors LLC5,990$630 12/31/2023
     ITOT5,990$630 12/31/2023
Kaydan Wealth Management Inc.5,447$628 03/31/2024
     ITOT5,447$628 03/31/2024
Financial Freedom LLC5,966$628 12/31/2023
     ITOT5,966$628 12/31/2023
Chesley Taft & Associates LLC5,437$627 03/31/2024
     ITOT5,437$627 03/31/2024
First Manhattan Co.5,881$619 12/31/2023
     ITOT5,881$619 12/31/2023
German American Bancorp Inc.5,780$608 12/31/2023
     ITOT5,780$608 12/31/2023
Procyon Private Wealth Partners LLC5,261$607 03/31/2024
     ITOT5,261$607 03/31/2024
Stonebridge Capital Advisors LLC5,754$605 12/31/2023
     ITOT5,754$605 12/31/2023
RHS Financial LLC5,236$604 03/31/2024
     ITOT5,236$604 03/31/2024
Klingenstein Fields & Co. LP5,722$602 12/31/2023
     ITOT5,722$602 12/31/2023
Wetzel Investment Advisors Inc.5,468$600 03/31/2024
     ITOT5,468$600 03/31/2024
Founders Financial Securities LLC5,190$598 03/31/2024
     ITOT5,190$598 03/31/2024
Zega Financial LLC5,648$594 12/31/2023
     ITOT5,648$594 12/31/2023
True North Advisors LLC5,134$592 03/31/2024
     ITOT5,134$592 03/31/2024
North Star Asset Management Inc.5,508$580 12/31/2023
     ITOT5,508$580 12/31/2023
Ameritas Advisory Services LLC5,355$580 12/31/2023
     ITOT5,355$580 12/31/2023
Financial Architects LLC5,500$579 12/31/2023
     ITOT5,500$579 12/31/2023
Wetherby Asset Management Inc.5,490$578 12/31/2023
     ITOT5,490$578 12/31/2023
VisionPoint Advisory Group LLC5,472$576 12/31/2023
     ITOT5,472$576 12/31/2023
Davis R M Inc.5,450$574 12/31/2023
     ITOT5,450$574 12/31/2023
Main Street Financial Solutions LLC4,972$573 03/31/2024
     ITOT4,972$573 03/31/2024
Proffitt & Goodson Inc.5,358$564 12/31/2023
     ITOT5,358$564 12/31/2023
SOL Capital Management CO5,344$562 12/31/2023
     ITOT5,344$562 12/31/2023
JFS Wealth Advisors LLC5,335$561 12/31/2023
     ITOT5,335$561 12/31/2023
VERITY Wealth Advisors4,861$560 03/31/2024
     ITOT4,861$560 03/31/2024
Howe & Rusling Inc.5,292$557 12/31/2023
     ITOT5,292$557 12/31/2023
Arete Wealth Advisors LLC5,291$557 12/31/2023
     ITOT5,291$557 12/31/2023
Cadent Capital Advisors LLC4,807$554 03/31/2024
     ITOT4,807$554 03/31/2024
ARS Investment Partners LLC5,269$554 12/31/2023
     ITOT5,269$554 12/31/2023
Northern Oak Wealth Management Inc.5,233$551 12/31/2023
     ITOT5,233$551 12/31/2023
Hall Laurie J Trustee4,704$542 03/31/2024
     ITOT4,704$542 03/31/2024
Waldron Private Wealth LLC5,152$542 12/31/2023
     ITOT5,152$542 12/31/2023
Plante Moran Financial Advisors LLC5,123$539 12/31/2023
     ITOT5,123$539 12/31/2023
Granite Bay Wealth Management LLC5,481$537 12/31/2023
     ITOT5,481$537 12/31/2023
Telemus Capital LLC5,096$536 12/31/2023
     ITOT5,096$536 12/31/2023
Osborne Partners Capital Management LLC5,082$535 12/31/2023
     ITOT5,082$535 12/31/2023
Efficient Advisors LLC5,082$535 12/31/2023
     ITOT5,082$535 12/31/2023
AWM Capital LLC4,611$532 03/31/2024
     ITOT4,611$532 03/31/2024
Soundwatch Capital LLC5,037$531 12/31/2023
     ITOT5,037$531 12/31/2023
Eagle Strategies LLC4,600$530 03/31/2024
     ITOT4,600$530 03/31/2024
Paragon Advisors LLC5,034$530 12/31/2023
     ITOT5,034$530 12/31/2023
Salem Investment Counselors Inc.4,580$528 03/31/2024
     ITOT4,580$528 03/31/2024
ARS Wealth Advisors Group LLC5,015$528 12/31/2023
     ITOT5,015$528 12/31/2023
Flagship Harbor Advisors LLC4,539$523 03/31/2024
     ITOT4,539$523 03/31/2024
ZRC Wealth Management LLC4,513$520 03/31/2024
     ITOT4,513$520 03/31/2024
MBL Wealth LLC4,499$519 03/31/2024
     ITOT4,499$519 03/31/2024
Verdence Capital Advisors LLC4,902$516 12/31/2023
     ITOT4,902$516 12/31/2023
Gemmer Asset Management LLC4,878$513 12/31/2023
     ITOT4,878$513 12/31/2023
XML Financial LLC4,875$513 12/31/2023
     ITOT4,875$513 12/31/2023
Vista Wealth Management Group LLC4,860$511 12/31/2023
     ITOT4,860$511 12/31/2023
Five Oceans Advisors4,407$508 03/31/2024
     ITOT4,407$508 03/31/2024
D. E. Shaw & Co. Inc.4,766$502 12/31/2023
     ITOT4,766$502 12/31/2023
Zullo Investment Group Inc.4,772$502 12/31/2023
     ITOT4,772$502 12/31/2023
Cullen Investment Group LTD.4,360$498 03/31/2024
     ITOT4,360$498 03/31/2024
We Are One Seven LLC4,736$498 12/31/2023
     ITOT4,736$498 12/31/2023
Hilltop Partners LLC4,692$494 12/31/2023
     ITOT4,692$494 12/31/2023
Chapin Davis Inc.4,254$490 03/31/2024
     ITOT4,254$490 03/31/2024
Vista Capital Partners Inc.4,642$488 12/31/2023
     ITOT4,642$488 12/31/2023
Norris Perne & French LLP MI4,215$486 03/31/2024
     ITOT4,215$486 03/31/2024
Good Life Advisors LLC4,607$485 12/31/2023
     ITOT4,607$485 12/31/2023
Financial Alternatives Inc4,610$485 12/31/2023
     ITOT4,610$485 12/31/2023
Thrive Wealth Management LLC4,196$484 03/31/2024
     ITOT4,196$484 03/31/2024
CFO4Life Group LLC4,600$484 12/31/2023
     ITOT4,600$484 12/31/2023
Asset Allocation & Management Company LLC4,143$478 03/31/2024
     ITOT4,143$478 03/31/2024
Koshinski Asset Management Inc.4,528$476 12/31/2023
     ITOT4,528$476 12/31/2023
West Bancorporation Inc.4,487$472 12/31/2023
     ITOT4,487$472 12/31/2023
Schrum Private Wealth Management LLC4,476$471 12/31/2023
     ITOT4,476$471 12/31/2023
Rodgers & Associates LTD4,470$470 12/31/2023
     ITOT4,470$470 12/31/2023
Elwood & Goetz Wealth Advisory Group LLC4,065$469 03/31/2024
     ITOT4,065$469 03/31/2024
Resurgent Financial Advisors LLC4,460$469 12/31/2023
     ITOT4,460$469 12/31/2023
Tradewinds Capital Management LLC4,061$468 03/31/2024
     ITOT4,061$468 03/31/2024
Vanguard Group Inc.4,449$468 12/31/2023
     ITOT4,449$468 12/31/2023
Coldstream Capital Management Inc.4,436$467 12/31/2023
     ITOT4,436$467 12/31/2023
Schiavi & Co LLC4,430$466 12/31/2023
     ITOT4,430$466 12/31/2023
Ruggaard & Associates LLC4,410$464 12/31/2023
     ITOT4,410$464 12/31/2023
Encompass Wealth Advisors LLC4,348$458 12/31/2023
     ITOT4,348$458 12/31/2023
C M Bidwell & Associates Ltd.4,318$454 12/31/2023
     ITOT4,318$454 12/31/2023
Planning Directions Inc.4,307$453 12/31/2023
     ITOT4,307$453 12/31/2023
CIBC Private Wealth Group LLC4,291$452 12/31/2023
     ITOT4,291$452 12/31/2023
Fulcrum Equity Management4,293$452 12/31/2023
     ITOT4,293$452 12/31/2023
Security Financial Services INC.3,902$450 03/31/2024
     ITOT3,902$450 03/31/2024
Marietta Wealth Management LLC4,273$450 12/31/2023
     ITOT4,273$450 12/31/2023
Eaton Cambridge Inc.4,276$450 12/31/2023
     ITOT4,276$450 12/31/2023
Cordant Inc.3,830$442 03/31/2024
     ITOT3,830$442 03/31/2024
Kayne Anderson Rudnick Investment Management LLC4,154$437 12/31/2023
     ITOT4,154$437 12/31/2023
Rossmore Private Capital4,150$437 12/31/2023
     ITOT4,150$437 12/31/2023
Stone Point Wealth LLC4,155$437 12/31/2023
     ITOT4,155$437 12/31/2023
Voisard Asset Management Group Inc.3,783$436 03/31/2024
     ITOT3,783$436 03/31/2024
BSW Wealth Partners3,732$430 03/31/2024
     ITOT3,732$430 03/31/2024
EQ LLC4,073$429 12/31/2023
     ITOT4,073$429 12/31/2023
Aurum Wealth Management Group LLC3,703$427 03/31/2024
     ITOT3,703$427 03/31/2024
Tennessee Valley Asset Management Partners3,694$426 03/31/2024
     ITOT3,694$426 03/31/2024
JB Capital LLC4,047$426 12/31/2023
     ITOT4,047$426 12/31/2023
King Luther Capital Management Corp4,040$425 12/31/2023
     ITOT4,040$425 12/31/2023
Atomi Financial Group Inc.4,000$421 12/31/2023
     ITOT4,000$421 12/31/2023
McNaughton Wealth Management LLC3,635$419 03/31/2024
     ITOT3,635$419 03/31/2024
Aureus Asset Management LLC3,983$419 12/31/2023
     ITOT3,983$419 12/31/2023
Financial Advocates Investment Management4,080$419 12/31/2023
     ITOT4,080$419 12/31/2023
Capasso Planning Partners LLC3,980$419 12/31/2023
     ITOT3,980$419 12/31/2023
Charles Schwab Investment Advisory Inc.3,969$418 12/31/2023
     ITOT3,969$418 12/31/2023
Fort Point Capital Partners LLC3,977$418 12/31/2023
     ITOT3,977$418 12/31/2023
Carl P. Sherr & Co. LLC3,971$418 12/31/2023
     ITOT3,971$418 12/31/2023
Baker Tilly Financial LLC3,974$418 12/31/2023
     ITOT3,974$418 12/31/2023
Financial Management Network Inc.3,680$416 03/31/2024
     ITOT3,680$416 03/31/2024
L.M. Kohn & Company3,955$416 12/31/2023
     ITOT3,955$416 12/31/2023
Assetmark Inc.3,954$416 12/31/2023
     ITOT3,954$416 12/31/2023
Evanson Asset Management LLC3,557$410 03/31/2024
     ITOT3,557$410 03/31/2024
Whittier Trust Co.3,899$410 12/31/2023
     ITOT3,899$410 12/31/2023
Wsfs Capital Management LLC3,900$410 12/31/2023
     ITOT3,900$410 12/31/2023
Sandy Spring Bank3,888$409 12/31/2023
     ITOT3,888$409 12/31/2023
Sanibel Captiva Trust Company Inc.3,886$409 12/31/2023
     ITOT3,886$409 12/31/2023
WealthBridge Capital Management LLC3,856$406 12/31/2023
     ITOT3,856$406 12/31/2023
IFG Advisory LLC3,836$404 12/31/2023
     ITOT3,836$404 12/31/2023
Leonard Rickey Investment Advisors P.L.L.C.3,479$401 03/31/2024
     ITOT3,479$401 03/31/2024
NTV Asset Management LLC3,808$401 12/31/2023
     ITOT3,808$401 12/31/2023
Personal CFO Solutions LLC3,764$396 12/31/2023
     ITOT3,764$396 12/31/2023
Reston Wealth Management LLC3,754$395 12/31/2023
     ITOT3,754$395 12/31/2023
Capital Investment Advisory Services LLC3,746$394 12/31/2023
     ITOT3,746$394 12/31/2023
American National Bank3,412$393 03/31/2024
     ITOT3,412$393 03/31/2024
Brown Brothers Harriman & Co.3,700$389 12/31/2023
     ITOT3,700$389 12/31/2023
Culbertson A N & Co. Inc.3,695$389 12/31/2023
     ITOT3,695$389 12/31/2023
BNC Wealth Management LLC3,358$387 03/31/2024
     ITOT3,358$387 03/31/2024
Hancock Whitney Corp3,670$386 12/31/2023
     ITOT3,670$386 12/31/2023
Meeder Advisory Services Inc.3,667$386 12/31/2023
     ITOT3,667$386 12/31/2023
W.H. Cornerstone Investments Inc.3,667$386 12/31/2023
     ITOT3,667$386 12/31/2023
Ledge Wealth Management Inc.3,647$384 12/31/2023
     ITOT3,647$384 12/31/2023
Cullen Frost Bankers Inc.3,638$383 12/31/2023
     ITOT3,638$383 12/31/2023
Valtinson Bruner Financial Planning LLC3,628$382 12/31/2023
     ITOT3,628$382 12/31/2023
Fragasso Group Inc.3,304$381 03/31/2024
     ITOT3,304$381 03/31/2024
Peapack Gladstone Financial Corp3,615$381 12/31/2023
     ITOT3,615$381 12/31/2023
Focus Financial Network Inc. ADV3,611$380 12/31/2023
     ITOT3,611$380 12/31/2023
Larson Financial Group LLC3,603$379 12/31/2023
     ITOT3,603$379 12/31/2023
Optimum Investment Advisors3,282$378 03/31/2024
     ITOT3,282$378 03/31/2024
Geometric Wealth Advisors3,581$377 12/31/2023
     ITOT3,581$377 12/31/2023
Fisher Asset Management LLC3,568$376 12/31/2023
     ITOT3,568$376 12/31/2023
TD Waterhouse Canada Inc.3,599$371 12/31/2023
     ITOT3,599$371 12/31/2023
Denver Wealth Management Inc.3,210$370 03/31/2024
     ITOT3,210$370 03/31/2024
J. W. Coons Advisors LLC3,517$370 12/31/2023
     ITOT3,517$370 12/31/2023
Wellspring Financial Advisors LLC3,517$370 12/31/2023
     ITOT3,517$370 12/31/2023
Private Capital Advisors Inc.3,505$369 12/31/2023
     ITOT3,505$369 12/31/2023
KKM Financial LLC3,510$369 12/31/2023
     ITOT3,510$369 12/31/2023
AF Advisors Inc.3,494$368 12/31/2023
     ITOT3,494$368 12/31/2023
Mengis Capital Management Inc.3,483$367 12/31/2023
     ITOT3,483$367 12/31/2023
FC Advisory LLC3,157$364 03/31/2024
     ITOT3,157$364 03/31/2024
Live Oak Private Wealth LLC3,155$364 03/31/2024
     ITOT3,155$364 03/31/2024
Cadinha & Co. LLC3,409$359 12/31/2023
     ITOT3,409$359 12/31/2023
Shira Ridge Wealth Management3,109$358 03/31/2024
     ITOT3,109$358 03/31/2024
CRA Financial Services LLC3,092$356 03/31/2024
     ITOT3,092$356 03/31/2024
AMG National Trust Bank3,384$356 12/31/2023
     ITOT3,384$356 12/31/2023
River Street Advisors LLC3,053$352 03/31/2024
     ITOT3,053$352 03/31/2024
Broad Run Investment Management LLC3,342$352 12/31/2023
     ITOT3,342$352 12/31/2023
Farmers & Merchants Trust Co of Chambersburg PA3,340$351 12/31/2023
     ITOT3,340$351 12/31/2023
Bristlecone Advisors LLC3,038$350 03/31/2024
     ITOT3,038$350 03/31/2024
Meridian Wealth Management LLC3,308$348 12/31/2023
     ITOT3,308$348 12/31/2023
Papp L Roy & Associates3,013$347 03/31/2024
     ITOT3,013$347 03/31/2024
Heartwood Wealth Advisors LLC3,003$346 03/31/2024
     ITOT3,003$346 03/31/2024
Arlington Trust Co LLC2,992$345 03/31/2024
     ITOT2,992$345 03/31/2024
Centaurus Financial Inc.3,275$345 12/31/2023
     ITOT3,275$345 12/31/2023
Verus Capital Partners LLC3,253$342 12/31/2023
     ITOT3,253$342 12/31/2023
Traveka Wealth LLC2,955$341 03/31/2024
     ITOT2,955$341 03/31/2024
Beacon Financial Advisory LLC3,239$341 12/31/2023
     ITOT3,239$341 12/31/2023
180 Wealth Advisors LLC2,919$337 03/31/2024
     ITOT2,919$337 03/31/2024
Colonial Trust Co SC3,206$337 12/31/2023
     ITOT3,206$337 12/31/2023
Financial Strategies Group Inc.2,924$335 03/31/2024
     ITOT2,924$335 03/31/2024
Sunpointe LLC2,875$331 03/31/2024
     ITOT2,875$331 03/31/2024
Mayfair Advisory Group LLC2,855$329 03/31/2024
     ITOT2,855$329 03/31/2024
Lantz Financial LLC2,841$328 03/31/2024
     ITOT2,841$328 03/31/2024
Cranbrook Wealth Management LLC2,832$327 03/31/2024
     ITOT2,832$327 03/31/2024
Evergreen Capital Management LLC3,102$326 12/31/2023
     ITOT3,102$326 12/31/2023
Victory Financial Group LLC3,100$326 12/31/2023
     ITOT3,100$326 12/31/2023
Garrett Investment Advisors LLC2,821$325 03/31/2024
     ITOT2,821$325 03/31/2024
HT Partners LLC2,813$324 03/31/2024
     ITOT2,813$324 03/31/2024
Fernwood Investment Management LLC3,071$323 12/31/2023
     ITOT3,071$323 12/31/2023
Ellsworth Advisors LLC2,856$321 03/31/2024
     ITOT2,856$321 03/31/2024
West Branch Capital LLC3,049$321 12/31/2023
     ITOT3,049$321 12/31/2023
CWA Asset Management Group LLC3,005$316 12/31/2023
     ITOT3,005$316 12/31/2023
Townsquare Capital LLC3,006$316 12/31/2023
     ITOT3,006$316 12/31/2023
Childress Capital Advisors LLC3,000$316 12/31/2023
     ITOT3,000$316 12/31/2023
Benedetti & Gucer Inc.3,002$316 12/31/2023
     ITOT3,002$316 12/31/2023
Level Financial Advisors Inc.2,733$315 03/31/2024
     ITOT2,733$315 03/31/2024
International Assets Investment Management LLC2,732$314 03/31/2024
     ITOT2,732$314 03/31/2024
Aveo Capital Partners LLC2,986$314 12/31/2023
     ITOT2,986$314 12/31/2023
Opes Wealth Management LLC2,963$312 12/31/2023
     ITOT2,963$312 12/31/2023
NBC Securities Inc.2,614$311 03/31/2024
     ITOT2,614$311 03/31/2024
PFW Advisors LLC2,699$311 03/31/2024
     ITOT2,699$311 03/31/2024
Retirement Capital Strategies2,954$311 12/31/2023
     ITOT2,954$311 12/31/2023
Haverford Trust Co.2,940$309 12/31/2023
     ITOT2,940$309 12/31/2023
Veriti Management LLC2,674$308 03/31/2024
     ITOT2,674$308 03/31/2024
Lincoln Capital LLC2,649$305 03/31/2024
     ITOT2,649$305 03/31/2024
First Commonwealth Financial Corp PA 2,878$303 12/31/2023
     ITOT2,878$303 12/31/2023
Seldon Capital LP2,876$303 12/31/2023
     ITOT2,876$303 12/31/2023
Sabal Trust CO2,864$301 12/31/2023
     ITOT2,864$301 12/31/2023
Lodestar Private Asset Management LLC2,861$301 12/31/2023
     ITOT2,861$301 12/31/2023
InTrack Investment Management Inc2,600$300 03/31/2024
     ITOT2,600$300 03/31/2024
Roberts Wealth Advisors LLC2,677$296 03/31/2024
     ITOT2,677$296 03/31/2024
BOKF NA2,812$296 12/31/2023
     ITOT2,812$296 12/31/2023
Greatmark Investment Partners Inc.2,799$295 12/31/2023
     ITOT2,799$295 12/31/2023
Alaethes Wealth LLC2,805$295 12/31/2023
     ITOT2,805$295 12/31/2023
McDonough Capital Management Inc2,808$295 12/31/2023
     ITOT2,808$295 12/31/2023
Drive Wealth Management LLC2,546$294 03/31/2024
     ITOT2,546$294 03/31/2024
Warren Street Wealth Advisors LLC2,788$293 12/31/2023
     ITOT2,788$293 12/31/2023
Wealth Alliance Advisory Group LLC2,534$292 03/31/2024
     ITOT2,534$292 03/31/2024
Kingswood Wealth Advisors LLC2,526$291 03/31/2024
     ITOT2,526$291 03/31/2024
Hutchens & Kramer Investment Management Group LLC2,767$291 12/31/2023
     ITOT2,767$291 12/31/2023
Darden Wealth Group Inc2,752$290 12/31/2023
     ITOT2,752$290 12/31/2023
JMG Financial Group Ltd.2,748$289 12/31/2023
     ITOT2,748$289 12/31/2023
Sterling Wealth Management Inc.2,744$289 12/31/2023
     ITOT2,744$289 12/31/2023
Barrett & Company Inc.2,498$288 03/31/2024
     ITOT2,498$288 03/31/2024
Garrison Point Advisors LLC2,741$288 12/31/2023
     ITOT2,741$288 12/31/2023
Valley Forge Investment Consultants Inc. ADV2,716$286 12/31/2023
     ITOT2,716$286 12/31/2023
American Trust2,686$283 12/31/2023
     ITOT2,686$283 12/31/2023
Shepherd Financial Partners LLC2,450$282 03/31/2024
     ITOT2,450$282 03/31/2024
Onyx Bridge Wealth Group LLC2,664$280 12/31/2023
     ITOT2,664$280 12/31/2023
Colton Groome Financial Advisors LLC2,404$277 03/31/2024
     ITOT2,404$277 03/31/2024
Boston Financial Mangement LLC2,628$277 12/31/2023
     ITOT2,628$277 12/31/2023
McKinley Carter Wealth Services Inc.2,634$277 12/31/2023
     ITOT2,634$277 12/31/2023
Atticus Wealth Management LLC2,392$276 03/31/2024
     ITOT2,392$276 03/31/2024
Prudential Financial Inc.2,617$275 12/31/2023
     ITOT2,617$275 12/31/2023
Douglass Winthrop Advisors LLC2,605$274 12/31/2023
     ITOT2,605$274 12/31/2023
Hoylecohen LLC2,586$272 12/31/2023
     ITOT2,586$272 12/31/2023
Trust Co. of Toledo NA OH2,348$271 03/31/2024
     ITOT2,348$271 03/31/2024
Principle Wealth Partners LLC2,329$269 03/31/2024
     ITOT2,329$269 03/31/2024
Confluence Wealth Services Inc.2,335$269 03/31/2024
     ITOT2,335$269 03/31/2024
US Financial Advisors LLC2,559$269 12/31/2023
     ITOT2,559$269 12/31/2023
NovaPoint Capital LLC2,327$268 03/31/2024
     ITOT2,327$268 03/31/2024
Forte Capital LLC ADV2,549$268 12/31/2023
     ITOT2,549$268 12/31/2023
Summit Financial Group Inc.2,310$266 03/31/2024
     ITOT2,310$266 03/31/2024
Retirement Solution Inc.2,525$266 12/31/2023
     ITOT2,525$266 12/31/2023
Advisor OS LLC2,522$265 12/31/2023
     ITOT2,522$265 12/31/2023
Barnes Pettey Financial Advisors LLC2,523$265 12/31/2023
     ITOT2,523$265 12/31/2023
Shorepoint Capital Partners LLC2,474$260 12/31/2023
     ITOT2,474$260 12/31/2023
Worth Financial Advisory Group LLC2,470$260 12/31/2023
     ITOT2,470$260 12/31/2023
Roundview Capital LLC2,456$258 12/31/2023
     ITOT2,456$258 12/31/2023
4J Wealth Management LLC2,225$257 03/31/2024
     ITOT2,225$257 03/31/2024
Mason Investment Advisory Services Inc.2,429$256 12/31/2023
     ITOT2,429$256 12/31/2023
McGuire Investment Group LLC2,416$254 12/31/2023
     ITOT2,416$254 12/31/2023
Smithbridge Asset Management Inc. DE2,400$253 12/31/2023
     ITOT2,400$253 12/31/2023
Altfest L J & Co. Inc.2,187$252 03/31/2024
     ITOT2,187$252 03/31/2024
DAVENPORT & Co LLC2,372$250 12/31/2023
     ITOT2,372$250 12/31/2023
Continuum Advisory LLC2,367$249 12/31/2023
     ITOT2,367$249 12/31/2023
Garde Capital Inc.2,360$248 12/31/2023
     ITOT2,360$248 12/31/2023
Mitchell Sinkler & Starr PA2,345$247 12/31/2023
     ITOT2,345$247 12/31/2023
Grimes & Company Inc.2,136$246 03/31/2024
     ITOT2,136$246 03/31/2024
Ritter Daniher Financial Advisory LLC DE2,318$244 12/31/2023
     ITOT2,318$244 12/31/2023
ProVise Management Group LLC2,295$242 12/31/2023
     ITOT2,295$242 12/31/2023
Icapital Wealth LLC2,300$242 12/31/2023
     ITOT2,300$242 12/31/2023
Forum Financial Management LP2,304$242 12/31/2023
     ITOT2,304$242 12/31/2023
Creative Financial Designs Inc. ADV2,295$241 12/31/2023
     ITOT2,295$241 12/31/2023
Swmg LLC2,267$239 12/31/2023
     ITOT2,267$239 12/31/2023
Semmax Financial Advisors Inc.2,193$238 12/31/2023
     ITOT2,193$238 12/31/2023
Optiver Holding B.V.2,262$238 12/31/2023
     ITOT2,262$238 12/31/2023
Verum Partners LLC2,058$237 03/31/2024
     ITOT2,058$237 03/31/2024
Boston Family Office LLC2,250$237 12/31/2023
     ITOT2,250$237 12/31/2023
Castle Rock Wealth Management LLC2,275$235 12/31/2023
     ITOT2,275$235 12/31/2023
Glassman Wealth Services2,228$234 12/31/2023
     ITOT2,228$234 12/31/2023
Rathbone Brothers plc2,213$233 12/31/2023
     ITOT2,213$233 12/31/2023
Evercore Wealth Management LLC2,210$233 12/31/2023
     ITOT2,210$233 12/31/2023
Parsons Capital Management Inc. RI2,010$232 03/31/2024
     ITOT2,010$232 03/31/2024
Nottingham Advisors Inc.2,199$231 12/31/2023
     ITOT2,199$231 12/31/2023
Hibernia Wealth Partners LLC2,194$231 12/31/2023
     ITOT2,194$231 12/31/2023
Carnegie Capital Asset Management LLC2,175$229 12/31/2023
     ITOT2,175$229 12/31/2023
Mattern Capital Management LLC2,168$228 12/31/2023
     ITOT2,168$228 12/31/2023
Coastal Bridge Advisors LLC2,155$227 12/31/2023
     ITOT2,155$227 12/31/2023
Transatlantique Private Wealth LLC2,152$226 12/31/2023
     ITOT2,152$226 12/31/2023
Bridge Advisory LLC1,951$225 03/31/2024
     ITOT1,951$225 03/31/2024
Texas Yale Capital Corp.2,135$225 12/31/2023
     ITOT2,135$225 12/31/2023
Latitude Advisors LLC2,140$225 12/31/2023
     ITOT2,140$225 12/31/2023
Charles Schwab Trust Co1,943$224 03/31/2024
     ITOT1,943$224 03/31/2024
Smith Salley & Associates2,125$224 12/31/2023
     ITOT2,125$224 12/31/2023
Moors & Cabot Inc.2,121$223 12/31/2023
     ITOT2,121$223 12/31/2023
Raab & Moskowitz Asset Management LLC2,117$223 12/31/2023
     ITOT2,117$223 12/31/2023
SkyOak Wealth LLC2,116$223 12/31/2023
     ITOT2,116$223 12/31/2023
Bellwether Advisors LLC2,100$221 12/31/2023
     ITOT2,100$221 12/31/2023
Kanawha Capital Management LLC2,093$220 12/31/2023
     ITOT2,093$220 12/31/2023
Allen Capital Group LLC1,899$219 03/31/2024
     ITOT1,899$219 03/31/2024
Harbor Group Inc.1,900$219 03/31/2024
     ITOT1,900$219 03/31/2024
Magnus Financial Group LLC2,082$219 12/31/2023
     ITOT2,082$219 12/31/2023
U.S. Capital Wealth Advisors LLC2,081$219 12/31/2023
     ITOT2,081$219 12/31/2023
Accurate Wealth Management LLC2,008$218 03/31/2024
     ITOT2,008$218 03/31/2024
Nvwm LLC2,070$218 12/31/2023
     ITOT2,070$218 12/31/2023
Cornerstone Wealth Management LLC1,872$216 03/31/2024
     ITOT1,872$216 03/31/2024
Pinnacle Associates Ltd.2,054$216 12/31/2023
     ITOT2,054$216 12/31/2023
Colonial Trust Advisors2,056$216 12/31/2023
     ITOT2,056$216 12/31/2023
OLD Second National Bank of Aurora2,047$215 12/31/2023
     ITOT2,047$215 12/31/2023
Tandem Capital Management Corp ADV2,037$214 12/31/2023
     ITOT2,037$214 12/31/2023
Sheaff Brock Investment Advisors LLC2,037$214 12/31/2023
     ITOT2,037$214 12/31/2023
WorthPointe LLC2,034$214 12/31/2023
     ITOT2,034$214 12/31/2023
Relyea Zuckerberg Hanson LLC1,844$213 03/31/2024
     ITOT1,844$213 03/31/2024
Long Run Wealth Advisors LLC2,019$212 12/31/2023
     ITOT2,019$212 12/31/2023
Woodmont Investment Counsel LLC1,832$211 03/31/2024
     ITOT1,832$211 03/31/2024
Heritage Investment Group Inc.2,006$211 12/31/2023
     ITOT2,006$211 12/31/2023
Defined Wealth Management LLC1,817$210 03/31/2024
     ITOT1,817$210 03/31/2024
Atlantic Union Bankshares Corp1,800$208 03/31/2024
     ITOT1,800$208 03/31/2024
Ayrshire Capital Management LLC1,806$208 03/31/2024
     ITOT1,806$208 03/31/2024
Koss Olinger Consulting LLC1,806$208 03/31/2024
     ITOT1,806$208 03/31/2024
Birchcreek Wealth Management LLC1,981$208 12/31/2023
     ITOT1,981$208 12/31/2023
Crumly & Associates Inc.1,965$207 12/31/2023
     ITOT1,965$207 12/31/2023
Advance Capital Management Inc.1,776$205 03/31/2024
     ITOT1,776$205 03/31/2024
Trust Point Inc.1,780$205 03/31/2024
     ITOT1,780$205 03/31/2024
CPR Investments Inc.1,775$205 03/31/2024
     ITOT1,775$205 03/31/2024
MJP Associates Inc. ADV1,764$203 03/31/2024
     ITOT1,764$203 03/31/2024
G&S Capital LLC1,763$203 03/31/2024
     ITOT1,763$203 03/31/2024
Flaharty Asset Management LLC1,931$203 12/31/2023
     ITOT1,931$203 12/31/2023
Wealth Management Partners LLC1,752$202 03/31/2024
     ITOT1,752$202 03/31/2024
Key Financial Inc1,905$200 12/31/2023
     ITOT1,905$200 12/31/2023
LM Advisors LLC1,888$199 12/31/2023
     ITOT1,888$199 12/31/2023
Gradient Investments LLC1,695$195 03/31/2024
     ITOT1,695$195 03/31/2024
Beacon Capital Management LLC1,719$181 12/31/2023
     ITOT1,719$181 12/31/2023
Massmutual Trust Co. FSB ADV1,537$177 03/31/2024
     ITOT1,537$177 03/31/2024
Signature Resources Capital Management LLC1,578$166 03/31/2024
     ITOT1,578$166 03/31/2024
Sittner & Nelson LLC1,570$165 12/31/2023
     ITOT1,570$165 12/31/2023
GAMMA Investing LLC1,400$161 03/31/2024
     ITOT1,400$161 03/31/2024
Kiely Wealth Advisory Group Inc.1,495$161 12/31/2023
     ITOT1,495$161 12/31/2023
Jackson Grant Investment Advisers Inc.1,482$156 12/31/2023
     ITOT1,482$156 12/31/2023
FSA Wealth Management LLC1,486$156 12/31/2023
     ITOT1,486$156 12/31/2023
Adirondack Trust Co.1,312$151 03/31/2024
     ITOT1,312$151 03/31/2024
Zions Bancorporation N.A.1,412$149 12/31/2023
     ITOT1,412$149 12/31/2023
Independence Bank of Kentucky1,286$148 03/31/2024
     ITOT1,286$148 03/31/2024
Red Lighthouse Investment Management LLC1,389$146 12/31/2023
     ITOT1,389$146 12/31/2023
Rockbridge Investment Management LCC1,279$135 12/31/2023
     ITOT1,279$135 12/31/2023
Nemes Rush Group LLC1,273$134 12/31/2023
     ITOT1,273$134 12/31/2023
Pinnacle Bank1,127$130 03/31/2024
     ITOT1,127$130 03/31/2024
Perritt Capital Management Inc.1,201$126 12/31/2023
     ITOT1,201$126 12/31/2023
First Personal Financial Services1,189$125 12/31/2023
     ITOT1,189$125 12/31/2023
Financial Perspectives Inc1,048$121 03/31/2024
     ITOT1,048$121 03/31/2024
Perkins Coie Trust Co1,020$118 03/31/2024
     ITOT1,020$118 03/31/2024
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA1,061$117 03/31/2024
     ITOT1,061$117 03/31/2024
SYM FINANCIAL Corp1,080$114 12/31/2023
     ITOT1,080$114 12/31/2023
Founders Financial Alliance LLC1,061$112 12/31/2023
     ITOT1,061$112 12/31/2023
Householder Group Estate & Retirement Specialist LLC1,017$107 12/31/2023
     ITOT1,017$107 12/31/2023
South State CORP.1,008$106 12/31/2023
     ITOT1,008$106 12/31/2023
Tradition Wealth Management LLC959$101 12/31/2023
     ITOT959$101 12/31/2023
Running Point Capital Advisors LLC934$98 12/31/2023
     ITOT934$98 12/31/2023
First PREMIER Bank822$95 03/31/2024
     ITOT822$95 03/31/2024
Compass Wealth Management LLC824$95 03/31/2024
     ITOT824$95 03/31/2024
Your Advocates Ltd. LLP885$93 12/31/2023
     ITOT885$93 12/31/2023
Northwest Financial Advisors886$93 12/31/2023
     ITOT886$93 12/31/2023
Benjamin F. Edwards & Company Inc.874$92 12/31/2023
     ITOT874$92 12/31/2023
Quadrant Capital Group LLC874$92 12/31/2023
     ITOT874$92 12/31/2023
Sound Income Strategies LLC790$91 03/31/2024
     ITOT790$91 03/31/2024
Hazlett Burt & Watson Inc.857$90 12/31/2023
     ITOT857$90 12/31/2023
GoalVest Advisory LLC770$89 03/31/2024
     ITOT770$89 03/31/2024
AlphaCore Capital LLC847$89 12/31/2023
     ITOT847$89 12/31/2023
Cape Investment Advisory Inc.846$89 12/31/2023
     ITOT846$89 12/31/2023
Private Ocean LLC765$88 03/31/2024
     ITOT765$88 03/31/2024
Pittenger & Anderson Inc.833$88 12/31/2023
     ITOT833$88 12/31/2023
North Star Investment Management Corp.833$88 12/31/2023
     ITOT833$88 12/31/2023
Pacific Center for Financial Services747$79 12/31/2023
     ITOT747$79 12/31/2023
MCF Advisors LLC647$75 03/31/2024
     ITOT647$75 03/31/2024
PSI Advisors LLC699$74 12/31/2023
     ITOT699$74 12/31/2023
Frazier Financial Advisors LLC687$72 12/31/2023
     ITOT687$72 12/31/2023
Robbins Farley LLC602$69 03/31/2024
     ITOT602$69 03/31/2024
McIlrath & Eck LLC638$67 12/31/2023
     ITOT638$67 12/31/2023
Wiser Advisor Group LLC634$67 12/31/2023
     ITOT634$67 12/31/2023
Townsend Asset Management Corp NC ADV627$66 12/31/2023
     ITOT627$66 12/31/2023
Castleview Partners LLC630$66 12/31/2023
     ITOT630$66 12/31/2023
Dunhill Financial LLC627$66 12/31/2023
     ITOT627$66 12/31/2023
CNB Bank600$63 12/31/2023
     ITOT600$63 12/31/2023
Rice Partnership LLC587$62 12/31/2023
     ITOT587$62 12/31/2023
Canton Hathaway LLC592$62 12/31/2023
     ITOT592$62 12/31/2023
Valley National Advisers Inc.520$59 03/31/2024
     ITOT520$59 03/31/2024
Caldwell Sutter Capital Inc.460$53 03/31/2024
     ITOT460$53 03/31/2024
Newbridge Financial Services Group Inc.499$53 12/31/2023
     ITOT499$53 12/31/2023
Industrial Alliance Investment Management Inc.482$51 12/31/2023
     ITOT482$51 12/31/2023
Advisors Preferred LLC474$50 12/31/2023
     ITOT474$50 12/31/2023
Retirement Group LLC478$50 12/31/2023
     ITOT478$50 12/31/2023
Addison Advisors LLC476$50 12/31/2023
     ITOT476$50 12/31/2023
PFS Partners LLC421$49 03/31/2024
     ITOT421$49 03/31/2024
Orion Capital Management LLC469$49 12/31/2023
     ITOT469$49 12/31/2023
Evergreen Private Wealth LLC420$48 03/31/2024
     ITOT420$48 03/31/2024
ICA Group Wealth Management LLC461$48 12/31/2023
     ITOT461$48 12/31/2023
Pflug Koory LLC408$47 03/31/2024
     ITOT408$47 03/31/2024
Fairman Group LLC437$46 12/31/2023
     ITOT437$46 12/31/2023
Hartford Financial Management Inc.400$42 12/31/2023
     ITOT400$42 12/31/2023
HHM Wealth Advisors LLC396$42 12/31/2023
     ITOT396$42 12/31/2023
Financial Connections Group Inc.392$41 12/31/2023
     ITOT392$41 12/31/2023
Northwest Investment Counselors LLC336$39 03/31/2024
     ITOT336$39 03/31/2024
Halpern Financial Inc.320$37 03/31/2024
     ITOT320$37 03/31/2024
Trust Co. of Vermont350$37 12/31/2023
     ITOT350$37 12/31/2023
Foster Dykema Cabot & Partners LLC355$37 12/31/2023
     ITOT355$37 12/31/2023
DecisionPoint Financial LLC329$35 12/31/2023
     ITOT329$35 12/31/2023
Moisand Fitzgerald Tamayo LLC293$34 03/31/2024
     ITOT293$34 03/31/2024
Vermillion & White Wealth Management Group LLC324$34 12/31/2023
     ITOT324$34 12/31/2023
Goodwin Investment Advisory317$33 12/31/2023
     ITOT317$33 12/31/2023
Integrity Financial Corp WA308$32 12/31/2023
     ITOT308$32 12/31/2023
Smartleaf Asset Management LLC299$32 12/31/2023
     ITOT299$32 12/31/2023
IAG Wealth Partners LLC298$31 12/31/2023
     ITOT298$31 12/31/2023
Venturi Wealth Management LLC250$29 03/31/2024
     ITOT250$29 03/31/2024
WFA Asset Management Corp250$29 03/31/2024
     ITOT250$29 03/31/2024
Concord Wealth Partners280$29 12/31/2023
     ITOT280$29 12/31/2023
Laurel Wealth Advisors LLC262$28 12/31/2023
     ITOT262$28 12/31/2023
Angeles Wealth Management LLC263$28 12/31/2023
     ITOT263$28 12/31/2023
Strategic Investment Solutions Inc. IL263$28 12/31/2023
     ITOT263$28 12/31/2023
Richard W. Paul & Associates LLC255$27 12/31/2023
     ITOT255$27 12/31/2023
CVA Family Office LLC216$25 03/31/2024
     ITOT216$25 03/31/2024
Front Row Advisors LLC229$24 12/31/2023
     ITOT229$24 12/31/2023
GPS Wealth Strategies Group LLC232$24 12/31/2023
     ITOT232$24 12/31/2023
Global Trust Asset Management LLC198$23 03/31/2024
     ITOT198$23 03/31/2024
Fortitude Family Office LLC199$23 03/31/2024
     ITOT199$23 03/31/2024
Armstrong Advisory Group Inc.199$21 03/31/2024
     ITOT199$21 03/31/2024
Lowe Wealth Advisors LLC172$20 03/31/2024
     ITOT172$20 03/31/2024
Princeton Global Asset Management LLC170$18 12/31/2023
     ITOT170$18 12/31/2023
Core Wealth Advisors Inc.175$18 12/31/2023
     ITOT175$18 12/31/2023
JDM Financial Group LLC172$18 12/31/2023
     ITOT172$18 12/31/2023
Baystate Wealth Management LLC158$17 12/31/2023
     ITOT158$17 12/31/2023
NewSquare Capital LLC157$17 12/31/2023
     ITOT157$17 12/31/2023
Stuart Chaussee & Associates Inc.149$16 12/31/2023
     ITOT149$16 12/31/2023
Lindbrook Capital LLC144$15 12/31/2023
     ITOT144$15 12/31/2023
ST Germain D J Co. Inc.122$14 03/31/2024
     ITOT122$14 03/31/2024
Team Financial Group LLC137$14 12/31/2023
     ITOT137$14 12/31/2023
Coppell Advisory Solutions LLC136$14 12/31/2023
     ITOT136$14 12/31/2023
Indiana Trust & Investment Management CO117$13 03/31/2024
     ITOT117$13 03/31/2024
Versant Capital Management Inc111$13 03/31/2024
     ITOT111$13 03/31/2024
Aspire Private Capital LLC111$13 03/31/2024
     ITOT111$13 03/31/2024
Pacifica Partners Inc.103$12 03/31/2024
     ITOT103$12 03/31/2024
Bear Mountain Capital Inc.113$12 12/31/2023
     ITOT113$12 12/31/2023
Resources Management Corp CT ADV105$11 12/31/2023
     ITOT105$11 12/31/2023
Macroview Investment Management LLC100$11 12/31/2023
     ITOT100$11 12/31/2023
Missouri Trust & Investment Co100$11 12/31/2023
     ITOT100$11 12/31/2023
MV Capital Management Inc.81$9 03/31/2024
     ITOT81$9 03/31/2024
Mascoma Wealth Management LLC81$9 12/31/2023
     ITOT81$9 12/31/2023
M&R Capital Management Inc.71$8 03/31/2024
     ITOT71$8 03/31/2024
Davis Capital Management67$8 03/31/2024
     ITOT67$8 03/31/2024
Institutional & Family Asset Management LLC72$8 12/31/2023
     ITOT72$8 12/31/2023
Iron Horse Wealth Management LLC63$7 03/31/2024
     ITOT63$7 03/31/2024
Dougherty Wealth Advisers LLC66$7 12/31/2023
     ITOT66$7 12/31/2023
Ables Iannone Moore & Associates Inc.65$7 12/31/2023
     ITOT65$7 12/31/2023
Security National Bank50$6 03/31/2024
     ITOT50$6 03/31/2024
Tower Research Capital LLC TRC 60$6 12/31/2023
     ITOT60$6 12/31/2023
Cornerstone Planning Group LLC53$6 12/31/2023
     ITOT53$6 12/31/2023
Syntax Research Inc.60$6 12/31/2023
     ITOT60$6 12/31/2023
Provence Wealth Management Group51$5 12/31/2023
     ITOT51$5 12/31/2023
Koesten Hirschmann & Crabtree INC.48$5 12/31/2023
     ITOT48$5 12/31/2023
Baldwin Brothers Inc. MA39$4 03/31/2024
     ITOT39$4 03/31/2024
Woodard & Co. Asset Management Group Inc. ADV42$4 12/31/2023
     ITOT42$4 12/31/2023
WASHINGTON TRUST Co26$3 03/31/2024
     ITOT26$3 03/31/2024
Fortis Advisors LLC31$3 12/31/2023
     ITOT31$3 12/31/2023
Spotlight Asset Group Inc.31$3 12/31/2023
     ITOT31$3 12/31/2023
Bell Investment Advisors Inc31$3 12/31/2023
     ITOT31$3 12/31/2023
Guardian Wealth Advisors LLC NC29$3 12/31/2023
     ITOT29$3 12/31/2023
Register Financial Advisors LLC19$2 03/31/2024
     ITOT19$2 03/31/2024
Clear Street Markets LLC23$2 12/31/2023
     ITOT23$2 12/31/2023
Ambassador Advisors LLC21$2 12/31/2023
     ITOT21$2 12/31/2023
Ruedi Wealth Management Inc.21$2 12/31/2023
     ITOT21$2 12/31/2023
Founders Capital Management5$1 03/31/2024
     ITOT5$1 03/31/2024
CGC Financial Services LLC12$1 03/31/2024
     ITOT12$1 03/31/2024
BNP Paribas Arbitrage SA14$1 12/31/2023
     ITOT14$1 12/31/2023
Tucker Asset Management LLC12$1 12/31/2023
     ITOT12$1 12/31/2023
Adroit Compliance LLC0$0 12/31/2023
     ITOT0$0 12/31/2023
Main Street Group LTD2$0 12/31/2023
     ITOT2$0 12/31/2023

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

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