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On this page, we present all of the funds holding IWR from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding IWR, with a link to that fund's top holdings. The next columns
indicate the amount of IWR stock held by each of the funds holding IWR, followed by the IWR position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 1227 funds holding IWR within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE
(or by any of the other funds holding IWR), click the fund name in the "Holder" column of the funds-holding-IWR table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Bank of America Corp DE | 59,584,495 | $4,631,503 | 12/31/2023 | | IWR | 59,584,495 | $4,631,503 | 12/31/2023 | | Wells Fargo & Company MN | 34,634,451 | $2,692,136 | 12/31/2023 | | IWR | 34,634,451 | $2,692,136 | 12/31/2023 | | US Bancorp DE | 21,262,137 | $1,652,718 | 12/31/2023 | | IWR | 21,262,137 | $1,652,718 | 12/31/2023 | | Jones Financial Companies Lllp | 20,399,582 | $1,585,660 | 12/31/2023 | | IWR | 20,399,582 | $1,585,660 | 12/31/2023 | | The PNC Financial Services Group Inc. | 14,326,100 | $1,113,568 | 12/31/2023 | | IWR | 14,326,100 | $1,113,568 | 12/31/2023 | | Northern Trust Corp | 9,093,647 | $706,849 | 12/31/2023 | | IWR | 9,093,647 | $706,849 | 12/31/2023 | | Bank of New York Mellon Corp | 7,954,498 | $668,894 | 03/31/2024 | | IWR | 7,954,498 | $668,894 | 03/31/2024 | | Baird Financial Group Inc. | 7,802,114 | $606,458 | 12/31/2023 | | IWR | 7,802,114 | $606,458 | 12/31/2023 | | Morgan Stanley | 7,195,881 | $559,336 | 12/31/2023 | | IWR | 7,195,881 | $559,336 | 12/31/2023 | | JPMorgan Chase & Co. | 7,020,103 | $545,673 | 12/31/2023 | | IWR | 7,020,103 | $545,673 | 12/31/2023 | | TIAA Trust National Association | 5,649,313 | $439,121 | 12/31/2023 | | IWR | 5,649,313 | $439,121 | 12/31/2023 | | UBS Group AG | 5,414,231 | $420,848 | 12/31/2023 | | IWR | 5,414,231 | $420,848 | 12/31/2023 | | Ameriprise Financial Inc. | 4,710,094 | $367,137 | 12/31/2023 | | IWR | 4,710,094 | $367,137 | 12/31/2023 | | Envestnet Asset Management Inc. | 4,592,627 | $356,985 | 12/31/2023 | | IWR | 4,592,627 | $356,985 | 12/31/2023 | | AMG National Trust Bank | 3,790,495 | $294,635 | 12/31/2023 | | IWR | 3,790,495 | $294,635 | 12/31/2023 | | Envestnet Portfolio Solutions Inc. | 3,765,276 | $292,675 | 12/31/2023 | | IWR | 3,765,276 | $292,675 | 12/31/2023 | | Truist Financial Corp | 3,765,121 | $292,663 | 12/31/2023 | | IWR | 3,765,121 | $292,663 | 12/31/2023 | | Goldman Sachs Group Inc. | 3,235,219 | $251,474 | 12/31/2023 | | IWR | 3,235,219 | $251,474 | 12/31/2023 | | LPL Financial LLC | 2,948,684 | $229,201 | 12/31/2023 | | IWR | 2,948,684 | $229,201 | 12/31/2023 | | FMR LLC | 2,828,163 | $219,833 | 12/31/2023 | | IWR | 2,828,163 | $219,833 | 12/31/2023 | | Fifth Third Bancorp | 2,290,625 | $192,619 | 03/31/2024 | | IWR | 2,290,625 | $192,619 | 03/31/2024 | | Royal Bank of Canada | 2,399,354 | $186,503 | 12/31/2023 | | IWR | 2,399,354 | $186,503 | 12/31/2023 | | CIBC Private Wealth Group LLC | 2,320,692 | $180,387 | 12/31/2023 | | IWR | 2,320,692 | $180,387 | 12/31/2023 | | Johnson Investment Counsel Inc. | 2,036,683 | $158,311 | 12/31/2023 | | IWR | 2,036,683 | $158,311 | 12/31/2023 | | Pathstone Holdings LLC | 2,026,197 | $157,496 | 12/31/2023 | | IWR | 2,026,197 | $157,496 | 12/31/2023 | | Keybank National Association OH | 1,855,867 | $144,257 | 12/31/2023 | | IWR | 1,855,867 | $144,257 | 12/31/2023 | | Commerce Bank | 1,793,947 | $139,443 | 12/31/2023 | | IWR | 1,793,947 | $139,443 | 12/31/2023 | | Raymond James & Associates | 1,434,762 | $120,649 | 03/31/2024 | | IWR | 1,434,762 | $120,649 | 03/31/2024 | | First Western Trust Bank | 1,189,549 | $92,464 | 12/31/2023 | | IWR | 1,189,549 | $92,464 | 12/31/2023 | | Oakworth Capital Inc. | 1,087,043 | $91,409 | 03/31/2024 | | IWR | 1,087,043 | $91,409 | 03/31/2024 | | Avantax Advisory Services Inc. | 1,160,991 | $90,244 | 12/31/2023 | | IWR | 1,160,991 | $90,244 | 12/31/2023 | | Factory Mutual Insurance Co. | 1,048,700 | $88,185 | 03/31/2024 | | IWR | 1,048,700 | $88,185 | 03/31/2024 | | Commonwealth Equity Services LLC | 1,120,339 | $87,084 | 12/31/2023 | | IWR | 1,120,339 | $87,084 | 12/31/2023 | | WASHINGTON TRUST Co | 1,008,965 | $84,844 | 03/31/2024 | | IWR | 1,008,965 | $84,844 | 03/31/2024 | | Miracle Mile Advisors LLC | 1,005,019 | $84,512 | 03/31/2024 | | IWR | 1,005,019 | $84,512 | 03/31/2024 | | Synovus Financial Corp | 1,049,959 | $81,614 | 12/31/2023 | | IWR | 1,049,959 | $81,614 | 12/31/2023 | | Glenview Trust Co | 1,011,212 | $78,602 | 12/31/2023 | | IWR | 1,011,212 | $78,602 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 933,106 | $78,465 | 03/31/2024 | | IWR | 933,106 | $78,465 | 03/31/2024 | | Atlantic Union Bankshares Corp | 927,193 | $77,968 | 03/31/2024 | | IWR | 927,193 | $77,968 | 03/31/2024 | | Northwestern Mutual Wealth Management Co. | 999,548 | $77,695 | 12/31/2023 | | IWR | 999,548 | $77,695 | 12/31/2023 | | Albion Financial Group UT | 908,384 | $76,386 | 03/31/2024 | | IWR | 908,384 | $76,386 | 03/31/2024 | | JMG Financial Group Ltd. | 953,023 | $74,078 | 12/31/2023 | | IWR | 953,023 | $74,078 | 12/31/2023 | | Janney Montgomery Scott LLC | 940,469 | $73,103 | 12/31/2023 | | IWR | 940,469 | $73,103 | 12/31/2023 | | Gilbert & Cook Inc. | 927,190 | $72,070 | 12/31/2023 | | IWR | 927,190 | $72,070 | 12/31/2023 | | Country Trust Bank | 810,538 | $68,158 | 03/31/2024 | | IWR | 810,538 | $68,158 | 03/31/2024 | | Wealth Enhancement Advisory Services LLC | 788,718 | $66,323 | 03/31/2024 | | IWR | 788,718 | $66,323 | 03/31/2024 | | Pegasus Partners Ltd. | 779,386 | $65,539 | 03/31/2024 | | IWR | 779,386 | $65,539 | 03/31/2024 | | Bank of Montreal Can | 814,274 | $63,733 | 12/31/2023 | | IWR | 814,274 | $63,733 | 12/31/2023 | | Mariner LLC | 813,409 | $63,226 | 12/31/2023 | | IWR | 813,409 | $63,226 | 12/31/2023 | | Cerity Partners LLC | 795,131 | $61,806 | 12/31/2023 | | IWR | 795,131 | $61,806 | 12/31/2023 | | German American Bancorp Inc. | 785,011 | $61,019 | 12/31/2023 | | IWR | 785,011 | $61,019 | 12/31/2023 | | Millburn Ridgefield Corp | 697,781 | $58,676 | 03/31/2024 | | IWR | 697,781 | $58,676 | 03/31/2024 | | Catalyst Capital Advisors LLC | 697,781 | $58,676 | 03/31/2024 | | IWR | 697,781 | $58,676 | 03/31/2024 | | Franklin Resources Inc. | 730,119 | $56,752 | 12/31/2023 | | IWR | 730,119 | $56,752 | 12/31/2023 | | International City Management Association Retirement Corp | 702,067 | $54,572 | 12/31/2023 | | IWR | 702,067 | $54,572 | 12/31/2023 | | Citizens Business Bank | 638,425 | $53,685 | 03/31/2024 | | IWR | 638,425 | $53,685 | 03/31/2024 | | UMB Bank N A MO | 623,867 | $52,461 | 03/31/2024 | | IWR | 623,867 | $52,461 | 03/31/2024 | | Wilbanks Smith & Thomas Asset Management LLC | 658,592 | $51,192 | 12/31/2023 | | IWR | 658,592 | $51,192 | 12/31/2023 | | Baystate Wealth Management LLC | 648,382 | $50,399 | 12/31/2023 | | IWR | 648,382 | $50,399 | 12/31/2023 | | Texas Capital Bank Wealth Management Services Inc. | 626,394 | $48,690 | 12/31/2023 | | IWR | 626,394 | $48,690 | 12/31/2023 | | M&T Bank Corp | 616,558 | $47,925 | 12/31/2023 | | IWR | 616,558 | $47,925 | 12/31/2023 | | Cetera Advisor Networks LLC | 603,951 | $46,945 | 12/31/2023 | | IWR | 603,951 | $46,945 | 12/31/2023 | | Badgley Phelps Wealth Managers LLC | 586,031 | $45,552 | 12/31/2023 | | IWR | 586,031 | $45,552 | 12/31/2023 | | AE Wealth Management LLC | 583,661 | $45,082 | 12/31/2023 | | IWR | 583,661 | $45,082 | 12/31/2023 | | Cetera Advisors LLC | 577,075 | $44,856 | 12/31/2023 | | IWR | 577,075 | $44,856 | 12/31/2023 | | Advisor Group Holdings Inc. | 575,963 | $44,771 | 12/31/2023 | | IWR | 575,963 | $44,771 | 12/31/2023 | | Starboard Value LP | 575,000 | $44,695 | 12/31/2023 | | IWR | 575,000 | $44,695 | 12/31/2023 | | HighTower Advisors LLC | 572,312 | $44,490 | 12/31/2023 | | IWR | 572,312 | $44,490 | 12/31/2023 | | Creative Planning | 564,962 | $43,914 | 12/31/2023 | | IWR | 564,962 | $43,914 | 12/31/2023 | | Comerica Bank | 561,060 | $43,611 | 12/31/2023 | | IWR | 561,060 | $43,611 | 12/31/2023 | | Rockefeller Capital Management L.P. | 542,473 | $42,167 | 12/31/2023 | | IWR | 542,473 | $42,167 | 12/31/2023 | | Cambridge Investment Research Advisors Inc. | 480,908 | $40,440 | 03/31/2024 | | IWR | 480,908 | $40,440 | 03/31/2024 | | Huntington National Bank | 512,255 | $39,818 | 12/31/2023 | | IWR | 512,255 | $39,818 | 12/31/2023 | | Mesirow Financial Investment Management Inc. | 462,297 | $38,875 | 03/31/2024 | | IWR | 462,297 | $38,875 | 03/31/2024 | | BlackRock Inc. | 468,515 | $36,418 | 12/31/2023 | | IWR | 468,515 | $36,418 | 12/31/2023 | | Stock Yards Bank & Trust Co. | 467,758 | $36,359 | 12/31/2023 | | IWR | 467,758 | $36,359 | 12/31/2023 | | Dakota Wealth Management | 428,086 | $35,998 | 03/31/2024 | | IWR | 428,086 | $35,998 | 03/31/2024 | | Steward Partners Investment Advisory LLC | 454,373 | $35,318 | 12/31/2023 | | IWR | 454,373 | $35,318 | 12/31/2023 | | CI Private Wealth LLC | 420,020 | $32,648 | 12/31/2023 | | IWR | 420,020 | $32,648 | 12/31/2023 | | Alerus Financial NA | 419,362 | $32,597 | 12/31/2023 | | IWR | 419,362 | $32,597 | 12/31/2023 | | Natixis Advisors L.P. | 381,399 | $32,072 | 03/31/2024 | | IWR | 381,399 | $32,072 | 03/31/2024 | | Stephens Inc. AR | 411,881 | $32,016 | 12/31/2023 | | IWR | 411,881 | $32,016 | 12/31/2023 | | Captrust Financial Advisors | 407,978 | $31,712 | 12/31/2023 | | IWR | 407,978 | $31,712 | 12/31/2023 | | First Foundation Advisors | 398,227 | $30,954 | 12/31/2023 | | IWR | 398,227 | $30,954 | 12/31/2023 | | Stegner Investment Associates Inc. | 347,293 | $29,204 | 03/31/2024 | | IWR | 347,293 | $29,204 | 03/31/2024 | | Security National Bank | 343,196 | $28,859 | 03/31/2024 | | IWR | 343,196 | $28,859 | 03/31/2024 | | StoneX Group Inc. | 368,234 | $28,623 | 12/31/2023 | | IWR | 368,234 | $28,623 | 12/31/2023 | | Thrivent Financial for Lutherans | 353,885 | $27,510 | 12/31/2023 | | IWR | 353,885 | $27,510 | 12/31/2023 | | Brown Advisory Inc. | 305,649 | $25,702 | 03/31/2024 | | IWR | 305,649 | $25,702 | 03/31/2024 | | Eastern Bank | 329,479 | $25,610 | 12/31/2023 | | IWR | 329,479 | $25,610 | 12/31/2023 | | Kestra Advisory Services LLC | 328,014 | $25,496 | 12/31/2023 | | IWR | 328,014 | $25,496 | 12/31/2023 | | River Wealth Advisors LLC | 325,349 | $25,289 | 12/31/2023 | | IWR | 325,349 | $25,289 | 12/31/2023 | | MML Investors Services LLC | 324,902 | $25,255 | 12/31/2023 | | IWR | 324,902 | $25,255 | 12/31/2023 | | D.A. Davidson & CO. | 324,710 | $25,240 | 12/31/2023 | | IWR | 324,710 | $25,240 | 12/31/2023 | | Coastline Trust Co | 299,750 | $25,206 | 03/31/2024 | | IWR | 299,750 | $25,206 | 03/31/2024 | | Coldstream Capital Management Inc. | 315,280 | $24,507 | 12/31/2023 | | IWR | 315,280 | $24,507 | 12/31/2023 | | MAI Capital Management | 311,941 | $24,247 | 12/31/2023 | | IWR | 311,941 | $24,247 | 12/31/2023 | | Consolidated Investment Group LLC | 287,160 | $24,147 | 03/31/2024 | | IWR | 287,160 | $24,147 | 03/31/2024 | | Haverford Trust Co. | 309,254 | $24,038 | 12/31/2023 | | IWR | 309,254 | $24,038 | 12/31/2023 | | Amarillo National Bank | 271,989 | $22,872 | 03/31/2024 | | IWR | 271,989 | $22,872 | 03/31/2024 | | Sigma Investment Counselors Inc. | 271,311 | $22,815 | 03/31/2024 | | IWR | 271,311 | $22,815 | 03/31/2024 | | XML Financial LLC | 278,537 | $21,651 | 12/31/2023 | | IWR | 278,537 | $21,651 | 12/31/2023 | | Stratos Wealth Partners LTD. | 244,956 | $20,598 | 03/31/2024 | | IWR | 244,956 | $20,598 | 03/31/2024 | | Hantz Financial Services Inc. | 262,812 | $20,428 | 12/31/2023 | | IWR | 262,812 | $20,428 | 12/31/2023 | | Beacon Pointe Advisors LLC | 254,684 | $19,797 | 12/31/2023 | | IWR | 254,684 | $19,797 | 12/31/2023 | | GWM Advisors LLC | 255,006 | $19,666 | 12/31/2023 | | IWR | 255,006 | $19,666 | 12/31/2023 | | Regions Financial Corp | 228,156 | $19,186 | 03/31/2024 | | IWR | 228,156 | $19,186 | 03/31/2024 | | Focus Financial Network Inc. | 241,469 | $19,006 | 03/31/2024 | | IWR | 241,469 | $19,006 | 03/31/2024 | | BOKF NA | 244,194 | $18,981 | 12/31/2023 | | IWR | 244,194 | $18,981 | 12/31/2023 | | Focus Financial Network Inc. ADV | 241,072 | $18,739 | 12/31/2023 | | IWR | 241,072 | $18,739 | 12/31/2023 | | Colony Group LLC | 240,233 | $18,673 | 12/31/2023 | | IWR | 240,233 | $18,673 | 12/31/2023 | | Miller Investment Management LP | 237,117 | $18,431 | 12/31/2023 | | IWR | 237,117 | $18,431 | 12/31/2023 | | Girard Partners LTD. | 236,572 | $18,389 | 12/31/2023 | | IWR | 236,572 | $18,389 | 12/31/2023 | | Transamerica Financial Advisors Inc. | 234,366 | $18,218 | 12/31/2023 | | IWR | 234,366 | $18,218 | 12/31/2023 | | Stifel Financial Corp | 232,460 | $18,070 | 12/31/2023 | | IWR | 232,460 | $18,070 | 12/31/2023 | | Legacy Advisors LLC | 230,489 | $17,916 | 12/31/2023 | | IWR | 230,489 | $17,916 | 12/31/2023 | | PFW Advisors LLC | 202,188 | $17,002 | 03/31/2024 | | IWR | 202,188 | $17,002 | 03/31/2024 | | Whittier Trust Co. of Nevada Inc. | 207,725 | $16,144 | 12/31/2023 | | IWR | 207,725 | $16,144 | 12/31/2023 | | Goodwin Investment Advisory | 204,665 | $15,909 | 12/31/2023 | | IWR | 204,665 | $15,909 | 12/31/2023 | | Woodstock Corp | 184,249 | $15,493 | 03/31/2024 | | IWR | 184,249 | $15,493 | 03/31/2024 | | First Citizens Bank & Trust Co. | 179,445 | $15,090 | 03/31/2024 | | IWR | 179,445 | $15,090 | 03/31/2024 | | Texas Capital Bancshares Inc. TX | 192,193 | $14,939 | 12/31/2023 | | IWR | 192,193 | $14,939 | 12/31/2023 | | Bristlecone Advisors LLC | 174,938 | $14,711 | 03/31/2024 | | IWR | 174,938 | $14,711 | 03/31/2024 | | Sonata Capital Group Inc. | 185,648 | $14,430 | 12/31/2023 | | IWR | 185,648 | $14,430 | 12/31/2023 | | Mercer Global Advisors Inc. ADV | 183,699 | $14,279 | 12/31/2023 | | IWR | 183,699 | $14,279 | 12/31/2023 | | Private Advisor Group LLC | 180,558 | $14,035 | 12/31/2023 | | IWR | 180,558 | $14,035 | 12/31/2023 | | BNP Paribas Arbitrage SA | 178,654 | $13,887 | 12/31/2023 | | IWR | 178,654 | $13,887 | 12/31/2023 | | Robertson Stephens Wealth Management LLC | 178,355 | $13,864 | 12/31/2023 | | IWR | 178,355 | $13,864 | 12/31/2023 | | Kayne Anderson Rudnick Investment Management LLC | 177,611 | $13,809 | 12/31/2023 | | IWR | 177,611 | $13,809 | 12/31/2023 | | Patton Fund Management Inc. | 175,118 | $13,612 | 12/31/2023 | | IWR | 175,118 | $13,612 | 12/31/2023 | | Culbertson A N & Co. Inc. | 173,369 | $13,476 | 12/31/2023 | | IWR | 173,369 | $13,476 | 12/31/2023 | | Bartlett & Co. LLC | 169,617 | $13,276 | 12/31/2023 | | IWR | 169,617 | $13,276 | 12/31/2023 | | Bartlett & CO. Wealth Management LLC | 169,617 | $13,276 | 12/31/2023 | | IWR | 169,617 | $13,276 | 12/31/2023 | | Stephenson National Bank & Trust | 155,900 | $13,110 | 03/31/2024 | | IWR | 155,900 | $13,110 | 03/31/2024 | | Great Lakes Advisors LLC | 168,486 | $13,096 | 12/31/2023 | | IWR | 168,486 | $13,096 | 12/31/2023 | | Conning Inc. | 155,137 | $13,045 | 03/31/2024 | | IWR | 155,137 | $13,045 | 03/31/2024 | | CCG Wealth Management LLC | 152,065 | $12,787 | 03/31/2024 | | IWR | 152,065 | $12,787 | 03/31/2024 | | Bradley Foster & Sargent Inc. CT | 161,146 | $12,526 | 12/31/2023 | | IWR | 161,146 | $12,526 | 12/31/2023 | | OLD National Bancorp IN | 142,916 | $12,018 | 03/31/2024 | | IWR | 142,916 | $12,018 | 03/31/2024 | | Whittier Trust Co. | 154,634 | $12,018 | 12/31/2023 | | IWR | 154,634 | $12,018 | 12/31/2023 | | One Capital Management LLC | 152,215 | $11,832 | 12/31/2023 | | IWR | 152,215 | $11,832 | 12/31/2023 | | Callan Family Office LLC | 151,310 | $11,761 | 12/31/2023 | | IWR | 151,310 | $11,761 | 12/31/2023 |  Citadel Advisors LLC | | $11,682 | 12/31/2023 | | Call | 90,200 | $7,011 | 12/31/2023 | | IWR | 61,891 | $4,811 | 12/31/2023 | | Put | 1,800 | $140 | 12/31/2023 | | Voya Investment Management LLC | 147,705 | $11,481 | 12/31/2023 | | IWR | 147,705 | $11,481 | 12/31/2023 | | Washington Trust Bank | 144,761 | $11,252 | 12/31/2023 | | IWR | 144,761 | $11,252 | 12/31/2023 | | Blair William & Co. IL | 143,986 | $11,192 | 12/31/2023 | | IWR | 143,986 | $11,192 | 12/31/2023 | | Sontag Advisory LLC | 138,388 | $10,757 | 12/31/2023 | | IWR | 138,388 | $10,757 | 12/31/2023 | | Buckingham Strategic Wealth LLC | 137,800 | $10,711 | 12/31/2023 | | IWR | 137,800 | $10,711 | 12/31/2023 | | Bailard Inc. | 137,601 | $10,696 | 12/31/2023 | | IWR | 137,601 | $10,696 | 12/31/2023 | | Proffitt & Goodson Inc. | 126,712 | $10,655 | 03/31/2024 | | IWR | 126,712 | $10,655 | 03/31/2024 | | Ashton Thomas Private Wealth LLC | 126,707 | $10,655 | 03/31/2024 | | IWR | 126,707 | $10,655 | 03/31/2024 | | Charles Schwab Investment Management Inc. | 136,163 | $10,584 | 12/31/2023 | | IWR | 136,163 | $10,584 | 12/31/2023 | | Fox Financial Inc | 135,005 | $10,494 | 12/31/2023 | | IWR | 135,005 | $10,494 | 12/31/2023 | | LJI Wealth Management LLC | 134,637 | $10,465 | 12/31/2023 | | IWR | 134,637 | $10,465 | 12/31/2023 | | STA Wealth Management LLC | 131,723 | $10,239 | 12/31/2023 | | IWR | 131,723 | $10,239 | 12/31/2023 | | Cresset Asset Management LLC | 130,471 | $10,142 | 12/31/2023 | | IWR | 130,471 | $10,142 | 12/31/2023 | | Raymond James Trust N.A. | 118,827 | $9,992 | 03/31/2024 | | IWR | 118,827 | $9,992 | 03/31/2024 | | Clearstead Advisors LLC | 127,346 | $9,899 | 12/31/2023 | | IWR | 127,346 | $9,899 | 12/31/2023 | | Alliancebernstein L.P. | 127,155 | $9,884 | 12/31/2023 | | IWR | 127,155 | $9,884 | 12/31/2023 | | First Horizon Advisors Inc. | 117,126 | $9,849 | 03/31/2024 | | IWR | 117,126 | $9,849 | 03/31/2024 | | Lido Advisors LLC | 126,625 | $9,843 | 12/31/2023 | | IWR | 126,625 | $9,843 | 12/31/2023 | | CWM LLC | 116,732 | $9,816 | 03/31/2024 | | IWR | 116,732 | $9,816 | 03/31/2024 | | Cetera Investment Advisers | 125,686 | $9,770 | 12/31/2023 | | IWR | 125,686 | $9,770 | 12/31/2023 | | Sawgrass Asset Management LLC | 124,214 | $9,655 | 12/31/2023 | | IWR | 124,214 | $9,655 | 12/31/2023 | | First National Trust Co | 114,225 | $9,605 | 03/31/2024 | | IWR | 114,225 | $9,605 | 03/31/2024 | | Moody National Bank Trust Division | 113,786 | $9,568 | 03/31/2024 | | IWR | 113,786 | $9,568 | 03/31/2024 | | West Bancorporation Inc. | 121,221 | $9,423 | 12/31/2023 | | IWR | 121,221 | $9,423 | 12/31/2023 | | Fifth Third Wealth Advisors LLC | 111,670 | $9,390 | 03/31/2024 | | IWR | 111,670 | $9,390 | 03/31/2024 | | Cahill Financial Advisors Inc. | 120,109 | $9,336 | 12/31/2023 | | IWR | 120,109 | $9,336 | 12/31/2023 | | Stonegate Investment Group LLC | 108,315 | $9,108 | 03/31/2024 | | IWR | 108,315 | $9,108 | 03/31/2024 | | Ullmann Financial Group Inc. | 115,529 | $8,980 | 12/31/2023 | | IWR | 115,529 | $8,980 | 12/31/2023 | | Folger Nolan Fleming Douglas Capital Management Inc. | 106,383 | $8,946 | 03/31/2024 | | IWR | 106,383 | $8,946 | 03/31/2024 | | Taylor & Morgan Wealth Management LLC | 106,318 | $8,940 | 03/31/2024 | | IWR | 106,318 | $8,940 | 03/31/2024 | | Campion Asset Management LLC | 114,302 | $8,885 | 12/31/2023 | | IWR | 114,302 | $8,885 | 12/31/2023 | | Earnest Partners LLC | 112,794 | $8,767 | 12/31/2023 | | IWR | 112,794 | $8,767 | 12/31/2023 | | Trust Point Inc. | 104,130 | $8,756 | 03/31/2024 | | IWR | 104,130 | $8,756 | 03/31/2024 | | Copeland Capital Management LLC | 101,081 | $8,500 | 03/31/2024 | | IWR | 101,081 | $8,500 | 03/31/2024 | | 9258 Wealth Management LLC | 105,736 | $8,219 | 12/31/2023 | | IWR | 105,736 | $8,219 | 12/31/2023 | | Susquehanna International Group LLP | | $8,208 | 12/31/2023 | | Call | 96,200 | $7,478 | 12/31/2023 | | IWR | 14,904 | $1,158 | 12/31/2023 | | Put | 5,500 | $428 | 12/31/2023 | | Moneta Group Investment Advisors LLC | 105,002 | $8,162 | 12/31/2023 | | IWR | 105,002 | $8,162 | 12/31/2023 | | Moser Wealth Advisors LLC | 104,937 | $8,157 | 12/31/2023 | | IWR | 104,937 | $8,157 | 12/31/2023 | | Equitable Holdings Inc. | 103,458 | $8,042 | 12/31/2023 | | IWR | 103,458 | $8,042 | 12/31/2023 | | NewEdge Wealth LLC | 102,899 | $7,998 | 12/31/2023 | | IWR | 102,899 | $7,998 | 12/31/2023 | | Shelton Wealth Management LLC | 102,312 | $7,953 | 12/31/2023 | | IWR | 102,312 | $7,953 | 12/31/2023 | | Fulton Bank N.A. | 94,444 | $7,942 | 03/31/2024 | | IWR | 94,444 | $7,942 | 03/31/2024 | | Schneider Downs Wealth Management Advisors LP | 102,100 | $7,936 | 12/31/2023 | | IWR | 102,100 | $7,936 | 12/31/2023 | | Lodestar Private Asset Management LLC | 94,342 | $7,933 | 03/31/2024 | | IWR | 94,342 | $7,933 | 03/31/2024 | | Brighton Jones LLC | 100,258 | $7,793 | 12/31/2023 | | IWR | 100,258 | $7,793 | 12/31/2023 | | Diversified Trust Co | 92,246 | $7,757 | 03/31/2024 | | IWR | 92,246 | $7,757 | 03/31/2024 | | Simon Quick Advisors LLC | 91,099 | $7,661 | 03/31/2024 | | IWR | 91,099 | $7,661 | 03/31/2024 | | Evoke Wealth LLC | 96,926 | $7,534 | 12/31/2023 | | IWR | 96,926 | $7,534 | 12/31/2023 | | First Merchants Corp | 89,010 | $7,485 | 03/31/2024 | | IWR | 89,010 | $7,485 | 03/31/2024 | | Full Sail Capital LLC | 94,206 | $7,323 | 12/31/2023 | | IWR | 94,206 | $7,323 | 12/31/2023 | | Glenmede Trust Co. NA | 93,608 | $7,276 | 12/31/2023 | | IWR | 93,608 | $7,276 | 12/31/2023 | | ABLE Financial Group LLC | 92,534 | $7,193 | 12/31/2023 | | IWR | 92,534 | $7,193 | 12/31/2023 | | Fidelis Capital Partners LLC | 92,014 | $7,152 | 12/31/2023 | | IWR | 92,014 | $7,152 | 12/31/2023 | | Fifth Third Securities Inc. | 84,771 | $7,128 | 03/31/2024 | | IWR | 84,771 | $7,128 | 03/31/2024 | | Citigroup Inc. | 91,545 | $7,116 | 12/31/2023 | | IWR | 91,545 | $7,116 | 12/31/2023 | | Ieq Capital LLC | 90,017 | $6,997 | 12/31/2023 | | IWR | 90,017 | $6,997 | 12/31/2023 | | Simplicity Wealth LLC | 82,196 | $6,912 | 03/31/2024 | | IWR | 82,196 | $6,912 | 03/31/2024 | | Plan Group Financial LLC | 82,140 | $6,907 | 03/31/2024 | | IWR | 82,140 | $6,907 | 03/31/2024 | | FFT Wealth Management LLC | 88,277 | $6,862 | 12/31/2023 | | IWR | 88,277 | $6,862 | 12/31/2023 | | Salem Investment Counselors Inc. | 81,000 | $6,811 | 03/31/2024 | | IWR | 81,000 | $6,811 | 03/31/2024 | | Rossmore Private Capital | 86,659 | $6,739 | 12/31/2023 | | IWR | 86,659 | $6,739 | 12/31/2023 | | Baltimore Washington Financial Advisors Inc. | 86,585 | $6,730 | 12/31/2023 | | IWR | 86,585 | $6,730 | 12/31/2023 | | Forte Asset Management LLC | 86,413 | $6,717 | 12/31/2023 | | IWR | 86,413 | $6,717 | 12/31/2023 | | CENTRAL TRUST Co | 79,725 | $6,704 | 03/31/2024 | | IWR | 79,725 | $6,704 | 03/31/2024 | | Adviser Investments LLC | 84,711 | $6,585 | 12/31/2023 | | IWR | 84,711 | $6,585 | 12/31/2023 | | Savant Capital LLC | 82,741 | $6,431 | 12/31/2023 | | IWR | 82,741 | $6,431 | 12/31/2023 | | Cornerstone Wealth Group LLC | 75,702 | $6,366 | 03/31/2024 | | IWR | 75,702 | $6,366 | 03/31/2024 | | Verdence Capital Advisors LLC | 75,450 | $6,345 | 03/31/2024 | | IWR | 75,450 | $6,345 | 03/31/2024 | | Westshore Wealth LLC | 81,526 | $6,337 | 12/31/2023 | | IWR | 81,526 | $6,337 | 12/31/2023 | | Tanglewood Legacy Advisors LLC | 74,013 | $6,224 | 03/31/2024 | | IWR | 74,013 | $6,224 | 03/31/2024 | | National Asset Management Inc. | 79,989 | $6,218 | 12/31/2023 | | IWR | 79,989 | $6,218 | 12/31/2023 | | Hoxton Planning & Management LLC | 73,571 | $6,187 | 03/31/2024 | | IWR | 73,571 | $6,187 | 03/31/2024 | | Principal Financial Group Inc. | 78,644 | $6,113 | 12/31/2023 | | IWR | 78,644 | $6,113 | 12/31/2023 | | Sawtooth Solutions LLC | 78,101 | $6,071 | 12/31/2023 | | IWR | 78,101 | $6,071 | 12/31/2023 | | Unique Wealth LLC | 72,018 | $6,056 | 03/31/2024 | | IWR | 72,018 | $6,056 | 03/31/2024 | | Carret Asset Management LLC | 70,391 | $5,919 | 03/31/2024 | | IWR | 70,391 | $5,919 | 03/31/2024 | | Tolleson Wealth Management Inc. | 75,024 | $5,832 | 12/31/2023 | | IWR | 75,024 | $5,832 | 12/31/2023 | | Greenleaf Trust | 74,872 | $5,820 | 12/31/2023 | | IWR | 74,872 | $5,820 | 12/31/2023 | | Independence Bank of Kentucky | 69,098 | $5,810 | 03/31/2024 | | IWR | 69,098 | $5,810 | 03/31/2024 | | Orin Green Financial LLC | 73,647 | $5,725 | 12/31/2023 | | IWR | 73,647 | $5,725 | 12/31/2023 | | Argent Capital Management LLC | 72,578 | $5,641 | 12/31/2023 | | IWR | 72,578 | $5,641 | 12/31/2023 | | Atria Wealth Solutions Inc. | 72,213 | $5,613 | 12/31/2023 | | IWR | 72,213 | $5,613 | 12/31/2023 | | FDx Advisors Inc. | 72,172 | $5,610 | 12/31/2023 | | IWR | 72,172 | $5,610 | 12/31/2023 | | Canopy Partners LLC | 71,979 | $5,595 | 12/31/2023 | | IWR | 71,979 | $5,595 | 12/31/2023 | | Three Bridge Wealth Advisors LLC | 71,056 | $5,523 | 12/31/2023 | | IWR | 71,056 | $5,523 | 12/31/2023 | | BEAM Asset Management LLC | 70,724 | $5,497 | 12/31/2023 | | IWR | 70,724 | $5,497 | 12/31/2023 | | Trust Co. of Virginia VA | 65,069 | $5,472 | 03/31/2024 | | IWR | 65,069 | $5,472 | 03/31/2024 | | Bleakley Financial Group LLC | 70,301 | $5,465 | 12/31/2023 | | IWR | 70,301 | $5,465 | 12/31/2023 | | City Holding Co. | 64,956 | $5,462 | 03/31/2024 | | IWR | 64,956 | $5,462 | 03/31/2024 | | Zacks Investment Management | 70,154 | $5,453 | 12/31/2023 | | IWR | 70,154 | $5,453 | 12/31/2023 | | Lincoln National Corp | 70,131 | $5,451 | 12/31/2023 | | IWR | 70,131 | $5,451 | 12/31/2023 | | Nadler Financial Group Inc. | 64,254 | $5,403 | 03/31/2024 | | IWR | 64,254 | $5,403 | 03/31/2024 | | Ballentine Partners LLC | 63,847 | $5,369 | 03/31/2024 | | IWR | 63,847 | $5,369 | 03/31/2024 | | Cahaba Wealth Management Inc. | 63,811 | $5,366 | 03/31/2024 | | IWR | 63,811 | $5,366 | 03/31/2024 | | Sunburst Financial Group LLC | 64,117 | $5,356 | 03/31/2024 | | IWR | 64,117 | $5,356 | 03/31/2024 | | FineMark National Bank & Trust | 68,599 | $5,332 | 12/31/2023 | | IWR | 68,599 | $5,332 | 12/31/2023 | | Essex Financial Services Inc. | 62,296 | $5,239 | 03/31/2024 | | IWR | 62,296 | $5,239 | 03/31/2024 | | Johnson Financial Group Inc. | 66,854 | $5,197 | 12/31/2023 | | IWR | 66,854 | $5,197 | 12/31/2023 | | Vantagepoint Investment Advisers LLC | 66,200 | $5,146 | 12/31/2023 | | IWR | 66,200 | $5,146 | 12/31/2023 | | Chesapeake Wealth Management | 65,986 | $5,129 | 12/31/2023 | | IWR | 65,986 | $5,129 | 12/31/2023 | | Wesbanco Bank Inc. | 60,677 | $5,102 | 03/31/2024 | | IWR | 60,677 | $5,102 | 03/31/2024 | | Acropolis Investment Management LLC | 60,197 | $5,062 | 03/31/2024 | | IWR | 60,197 | $5,062 | 03/31/2024 | | Argent Trust Co | 64,002 | $4,975 | 12/31/2023 | | IWR | 64,002 | $4,975 | 12/31/2023 | | CFM Wealth Partners LLC | 58,617 | $4,929 | 03/31/2024 | | IWR | 58,617 | $4,929 | 03/31/2024 | | Conservest Capital Advisors Inc. | 63,245 | $4,916 | 12/31/2023 | | IWR | 63,245 | $4,916 | 12/31/2023 | | Modera Wealth Management LLC | 62,346 | $4,846 | 12/31/2023 | | IWR | 62,346 | $4,846 | 12/31/2023 | | MV Capital Management Inc. | 56,960 | $4,790 | 03/31/2024 | | IWR | 56,960 | $4,790 | 03/31/2024 | | Triumph Capital Management | 57,279 | $4,785 | 03/31/2024 | | IWR | 57,279 | $4,785 | 03/31/2024 | | Sachetta LLC | 61,437 | $4,775 | 12/31/2023 | | IWR | 61,437 | $4,775 | 12/31/2023 | | Twin Focus Capital Partners LLC | 60,881 | $4,732 | 12/31/2023 | | IWR | 60,881 | $4,732 | 12/31/2023 | | Orion Portfolio Solutions LLC | 61,277 | $4,723 | 12/31/2023 | | IWR | 61,277 | $4,723 | 12/31/2023 | | Financial Engines Advisors L.L.C. | 60,581 | $4,709 | 12/31/2023 | | IWR | 60,581 | $4,709 | 12/31/2023 | | Aristotle Capital Boston LLC | 59,989 | $4,663 | 12/31/2023 | | IWR | 59,989 | $4,663 | 12/31/2023 | | Capital Group Private Client Services Inc. | 58,711 | $4,564 | 12/31/2023 | | IWR | 58,711 | $4,564 | 12/31/2023 | | Country Club Bank GFN | 54,146 | $4,553 | 03/31/2024 | | IWR | 54,146 | $4,553 | 03/31/2024 | | Sound View Wealth Advisors Group LLC | 57,218 | $4,448 | 12/31/2023 | | IWR | 57,218 | $4,448 | 12/31/2023 | | Knightsbridge Asset Management LLC | 57,126 | $4,440 | 12/31/2023 | | IWR | 57,126 | $4,440 | 12/31/2023 | | Level Four Advisory Services LLC | 56,402 | $4,384 | 12/31/2023 | | IWR | 56,402 | $4,384 | 12/31/2023 | | Sabal Trust CO | 56,342 | $4,379 | 12/31/2023 | | IWR | 56,342 | $4,379 | 12/31/2023 | | NTV Asset Management LLC | 56,160 | $4,365 | 12/31/2023 | | IWR | 56,160 | $4,365 | 12/31/2023 | | Select Equity Group L.P. | 55,885 | $4,344 | 12/31/2023 | | IWR | 55,885 | $4,344 | 12/31/2023 | | New England Private Wealth Advisors LLC | 55,858 | $4,342 | 12/31/2023 | | IWR | 55,858 | $4,342 | 12/31/2023 | | United Capital Financial Advisers LLC | 55,438 | $4,309 | 12/31/2023 | | IWR | 55,438 | $4,309 | 12/31/2023 | | Turtle Creek Wealth Advisors LLC | 55,426 | $4,308 | 12/31/2023 | | IWR | 55,426 | $4,308 | 12/31/2023 | | Vanguard Group Inc. | 54,575 | $4,242 | 12/31/2023 | | IWR | 54,575 | $4,242 | 12/31/2023 | | Baron Financial Group LLC | 53,892 | $4,189 | 12/31/2023 | | IWR | 53,892 | $4,189 | 12/31/2023 | | Iridian Asset Management LLC CT | 53,656 | $4,171 | 12/31/2023 | | IWR | 53,656 | $4,171 | 12/31/2023 | | St. Johns Investment Management Company LLC | 49,277 | $4,144 | 03/31/2024 | | IWR | 49,277 | $4,144 | 03/31/2024 | | DAVENPORT & Co LLC | 53,244 | $4,139 | 12/31/2023 | | IWR | 53,244 | $4,139 | 12/31/2023 | | ML & R Wealth Management LLC | 52,828 | $4,106 | 12/31/2023 | | IWR | 52,828 | $4,106 | 12/31/2023 | | Fiera Capital Corp | 52,655 | $4,093 | 12/31/2023 | | IWR | 52,655 | $4,093 | 12/31/2023 | | Silvercrest Asset Management Group LLC | 52,607 | $4,089 | 12/31/2023 | | IWR | 52,607 | $4,089 | 12/31/2023 | | IHT Wealth Management LLC | 52,559 | $4,085 | 12/31/2023 | | IWR | 52,559 | $4,085 | 12/31/2023 | | Signature Securities Group Corporation | 47,415 | $3,987 | 03/31/2024 | | IWR | 47,415 | $3,987 | 03/31/2024 | | Pinnacle Financial Partners Inc. | 50,541 | $3,929 | 12/31/2023 | | IWR | 50,541 | $3,929 | 12/31/2023 | | Bridges Investment Management Inc. | 46,361 | $3,898 | 03/31/2024 | | IWR | 46,361 | $3,898 | 03/31/2024 | | Waterloo Capital L.P. | 49,347 | $3,836 | 12/31/2023 | | IWR | 49,347 | $3,836 | 12/31/2023 | | BTC Capital Management Inc. | 45,586 | $3,833 | 03/31/2024 | | IWR | 45,586 | $3,833 | 03/31/2024 | | Taylor Cottrill Erickson & Associates Inc. | 49,118 | $3,818 | 12/31/2023 | | IWR | 49,118 | $3,818 | 12/31/2023 | | Guardian Wealth Advisors LLC | 49,114 | $3,818 | 12/31/2023 | | IWR | 49,114 | $3,818 | 12/31/2023 | | Hilltop Holdings Inc. | 48,243 | $3,750 | 12/31/2023 | | IWR | 48,243 | $3,750 | 12/31/2023 | | JSF Financial LLC | 47,305 | $3,677 | 12/31/2023 | | IWR | 47,305 | $3,677 | 12/31/2023 | | Principal Securities Inc. | 47,219 | $3,670 | 12/31/2023 | | IWR | 47,219 | $3,670 | 12/31/2023 | | Asset Allocation Strategies LLC | 46,992 | $3,653 | 12/31/2023 | | IWR | 46,992 | $3,653 | 12/31/2023 | | Granite Bay Wealth Management LLC | 50,841 | $3,612 | 12/31/2023 | | IWR | 50,841 | $3,612 | 12/31/2023 | | Integrated Advisors Network LLC | 46,369 | $3,604 | 12/31/2023 | | IWR | 46,369 | $3,604 | 12/31/2023 | | Summit Financial Group Inc. | 42,793 | $3,598 | 03/31/2024 | | IWR | 42,793 | $3,598 | 03/31/2024 | | Smith & Howard Wealth Management LLC | 42,656 | $3,587 | 03/31/2024 | | IWR | 42,656 | $3,587 | 03/31/2024 | | Prime Capital Investment Advisors LLC | 46,035 | $3,578 | 12/31/2023 | | IWR | 46,035 | $3,578 | 12/31/2023 | | NBC Securities Inc. | 42,462 | $3,571 | 03/31/2024 | | IWR | 42,462 | $3,571 | 03/31/2024 | | Nwam LLC | 44,742 | $3,478 | 12/31/2023 | | IWR | 44,742 | $3,478 | 12/31/2023 | | Sequoia Financial Advisors LLC | 44,150 | $3,432 | 12/31/2023 | | IWR | 44,150 | $3,432 | 12/31/2023 | | Quadrant Capital Group LLC | 43,802 | $3,405 | 12/31/2023 | | IWR | 43,802 | $3,405 | 12/31/2023 | | Spire Wealth Management | 40,243 | $3,384 | 03/31/2024 | | IWR | 40,243 | $3,384 | 03/31/2024 | | Davidson Trust Co. | 43,396 | $3,373 | 12/31/2023 | | IWR | 43,396 | $3,373 | 12/31/2023 | | Matrix Asset Advisors Inc. NY | 40,036 | $3,367 | 03/31/2024 | | IWR | 40,036 | $3,367 | 03/31/2024 | | Mycio Wealth Partners LLC | 43,036 | $3,345 | 12/31/2023 | | IWR | 43,036 | $3,345 | 12/31/2023 | | Sandy Spring Bank | 42,638 | $3,314 | 12/31/2023 | | IWR | 42,638 | $3,314 | 12/31/2023 | | DT Investment Partners LLC | 42,381 | $3,298 | 12/31/2023 | | IWR | 42,381 | $3,298 | 12/31/2023 | | Lpwm LLC | 39,627 | $3,246 | 03/31/2024 | | IWR | 39,627 | $3,246 | 03/31/2024 | | Fort Point Capital Partners LLC | 41,704 | $3,242 | 12/31/2023 | | IWR | 41,704 | $3,242 | 12/31/2023 | | RSM US Wealth Management LLC | 41,379 | $3,216 | 12/31/2023 | | IWR | 41,379 | $3,216 | 12/31/2023 | | Nvest Financial LLC | 37,884 | $3,186 | 03/31/2024 | | IWR | 37,884 | $3,186 | 03/31/2024 | | Prairieview Wealth Partners LLC | 37,891 | $3,186 | 03/31/2024 | | IWR | 37,891 | $3,186 | 03/31/2024 | | Smith Chas P & Associates PA Cpas | 37,592 | $3,161 | 03/31/2024 | | IWR | 37,592 | $3,161 | 03/31/2024 | | Asset Management Group Inc. | 40,495 | $3,148 | 12/31/2023 | | IWR | 40,495 | $3,148 | 12/31/2023 | | Gilman Hill Asset Management LLC | 37,415 | $3,146 | 03/31/2024 | | IWR | 37,415 | $3,146 | 03/31/2024 | | HBK Sorce Advisory LLC | 40,074 | $3,115 | 12/31/2023 | | IWR | 40,074 | $3,115 | 12/31/2023 | | Phillips Financial Management LLC | 36,830 | $3,097 | 03/31/2024 | | IWR | 36,830 | $3,097 | 03/31/2024 | | Carl P. Sherr & Co. LLC | 39,676 | $3,084 | 12/31/2023 | | IWR | 39,676 | $3,084 | 12/31/2023 | | Aspiriant LLC | 36,555 | $3,074 | 03/31/2024 | | IWR | 36,555 | $3,074 | 03/31/2024 | | HB Wealth Management LLC | 39,239 | $3,050 | 12/31/2023 | | IWR | 39,239 | $3,050 | 12/31/2023 | | Farmers & Merchants Investments Inc. | 35,040 | $2,947 | 03/31/2024 | | IWR | 35,040 | $2,947 | 03/31/2024 | | Evercore Wealth Management LLC | 37,866 | $2,943 | 12/31/2023 | | IWR | 37,866 | $2,943 | 12/31/2023 | | Integrated Wealth Concepts LLC | 37,624 | $2,925 | 12/31/2023 | | IWR | 37,624 | $2,925 | 12/31/2023 | | Marquette Asset Management LLC | 37,611 | $2,924 | 12/31/2023 | | IWR | 37,611 | $2,924 | 12/31/2023 | | Chapin Davis Inc. | 34,538 | $2,904 | 03/31/2024 | | IWR | 34,538 | $2,904 | 03/31/2024 | | Thoroughbred Financial Services LLC | 37,206 | $2,892 | 12/31/2023 | | IWR | 37,206 | $2,892 | 12/31/2023 | | Highland Capital Management LLC | 36,792 | $2,860 | 12/31/2023 | | IWR | 36,792 | $2,860 | 12/31/2023 | | Trust Co. of Toledo NA OH | 33,916 | $2,852 | 03/31/2024 | | IWR | 33,916 | $2,852 | 03/31/2024 | | Prudential Financial Inc. | 36,613 | $2,846 | 12/31/2023 | | IWR | 36,613 | $2,846 | 12/31/2023 | | RMB Capital Management LLC | 36,500 | $2,837 | 12/31/2023 | | IWR | 36,500 | $2,837 | 12/31/2023 | | Nvwm LLC | 36,217 | $2,815 | 12/31/2023 | | IWR | 36,217 | $2,815 | 12/31/2023 | | Middleton & Co Inc MA | 35,664 | $2,772 | 12/31/2023 | | IWR | 35,664 | $2,772 | 12/31/2023 | | Elgethun Capital Management | 35,542 | $2,763 | 12/31/2023 | | IWR | 35,542 | $2,763 | 12/31/2023 | | Courier Capital LLC | 32,818 | $2,760 | 03/31/2024 | | IWR | 32,818 | $2,760 | 03/31/2024 | | Financial Advisory Group | 35,328 | $2,746 | 12/31/2023 | | IWR | 35,328 | $2,746 | 12/31/2023 | | Peapack Gladstone Financial Corp | 35,216 | $2,738 | 12/31/2023 | | IWR | 35,216 | $2,738 | 12/31/2023 | | AFT Forsyth & Company Inc. | 35,174 | $2,734 | 12/31/2023 | | IWR | 35,174 | $2,734 | 12/31/2023 | | Centennial Wealth Advisory LLC | 32,428 | $2,727 | 03/31/2024 | | IWR | 32,428 | $2,727 | 03/31/2024 | | FCA Corp TX | 35,061 | $2,725 | 12/31/2023 | | IWR | 35,061 | $2,725 | 12/31/2023 | | Gladstone Institutional Advisory LLC | 33,915 | $2,636 | 12/31/2023 | | IWR | 33,915 | $2,636 | 12/31/2023 | | J.W. Cole Advisors Inc. | 33,403 | $2,596 | 12/31/2023 | | IWR | 33,403 | $2,596 | 12/31/2023 | | Israel Discount Bank of New York | 33,214 | $2,582 | 12/31/2023 | | IWR | 33,214 | $2,582 | 12/31/2023 | | Telemus Capital LLC | 32,899 | $2,557 | 12/31/2023 | | IWR | 32,899 | $2,557 | 12/31/2023 | | Hsbc Holdings PLC | 32,612 | $2,535 | 12/31/2023 | | IWR | 32,612 | $2,535 | 12/31/2023 | | Pathway Financial Advisors LLC | 29,669 | $2,495 | 03/31/2024 | | IWR | 29,669 | $2,495 | 03/31/2024 | | SOA Wealth Advisors LLC. | 29,368 | $2,470 | 03/31/2024 | | IWR | 29,368 | $2,470 | 03/31/2024 | | South State CORP. | 31,782 | $2,470 | 12/31/2023 | | IWR | 31,782 | $2,470 | 12/31/2023 | | Warren Averett Asset Management LLC | 31,691 | $2,463 | 12/31/2023 | | IWR | 31,691 | $2,463 | 12/31/2023 | | TFB Advisors LLC | 31,677 | $2,462 | 12/31/2023 | | IWR | 31,677 | $2,462 | 12/31/2023 | | Anchor Capital Advisors LLC | 31,624 | $2,458 | 12/31/2023 | | IWR | 31,624 | $2,458 | 12/31/2023 | | Builder Investment Group Inc. ADV | 31,533 | $2,451 | 12/31/2023 | | IWR | 31,533 | $2,451 | 12/31/2023 | | Citizens Financial Group Inc RI | 31,422 | $2,442 | 12/31/2023 | | IWR | 31,422 | $2,442 | 12/31/2023 | | First United Bank Trust | 31,414 | $2,442 | 12/31/2023 | | IWR | 31,414 | $2,442 | 12/31/2023 | | Vista Private Wealth Partners. LLC | 31,730 | $2,411 | 12/31/2023 | | IWR | 31,730 | $2,411 | 12/31/2023 | | Allen Investment Management LLC | 31,000 | $2,410 | 12/31/2023 | | IWR | 31,000 | $2,410 | 12/31/2023 | | Perigon Wealth Management LLC | 30,927 | $2,404 | 12/31/2023 | | IWR | 30,927 | $2,404 | 12/31/2023 | | Pasadena Private Wealth LLC | 28,500 | $2,397 | 03/31/2024 | | IWR | 28,500 | $2,397 | 03/31/2024 | | Condor Capital Management | 30,815 | $2,395 | 12/31/2023 | | IWR | 30,815 | $2,395 | 12/31/2023 | | Evergreen Capital Management LLC | 30,754 | $2,391 | 12/31/2023 | | IWR | 30,754 | $2,391 | 12/31/2023 | | Geneos Wealth Management Inc. | 30,732 | $2,389 | 12/31/2023 | | IWR | 30,732 | $2,389 | 12/31/2023 | | Cozad Asset Management Inc. | 30,440 | $2,366 | 12/31/2023 | | IWR | 30,440 | $2,366 | 12/31/2023 | | New South Capital Management Inc. | 30,170 | $2,345 | 12/31/2023 | | IWR | 30,170 | $2,345 | 12/31/2023 | | Laird Norton Trust Company LLC | 29,850 | $2,320 | 12/31/2023 | | IWR | 29,850 | $2,320 | 12/31/2023 | | McKinley Carter Wealth Services Inc. | 27,302 | $2,296 | 03/31/2024 | | IWR | 27,302 | $2,296 | 03/31/2024 | | Cullen Frost Bankers Inc. | 29,461 | $2,290 | 12/31/2023 | | IWR | 29,461 | $2,290 | 12/31/2023 | | Advisory Services Network LLC | 29,372 | $2,283 | 12/31/2023 | | IWR | 29,372 | $2,283 | 12/31/2023 | | Indiana Trust & Investment Management CO | 27,027 | $2,273 | 03/31/2024 | | IWR | 27,027 | $2,273 | 03/31/2024 | | Financial Advisory Service Inc. | 29,188 | $2,269 | 12/31/2023 | | IWR | 29,188 | $2,269 | 12/31/2023 | | HT Partners LLC | 26,956 | $2,267 | 03/31/2024 | | IWR | 26,956 | $2,267 | 03/31/2024 | | Atria Investments LLC | 29,104 | $2,262 | 12/31/2023 | | IWR | 29,104 | $2,262 | 12/31/2023 | | Chicago Partners Investment Group LLC | 28,010 | $2,251 | 03/31/2024 | | IWR | 28,010 | $2,251 | 03/31/2024 | | Frank Rimerman Advisors LLC | 28,940 | $2,250 | 12/31/2023 | | IWR | 28,940 | $2,250 | 12/31/2023 | | Retirement Income Solutions Inc | 28,916 | $2,248 | 12/31/2023 | | IWR | 28,916 | $2,248 | 12/31/2023 | | Chesley Taft & Associates LLC | 26,685 | $2,244 | 03/31/2024 | | IWR | 26,685 | $2,244 | 03/31/2024 | | Summit Financial Strategies Inc. | 28,871 | $2,244 | 12/31/2023 | | IWR | 28,871 | $2,244 | 12/31/2023 | | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 26,566 | $2,234 | 03/31/2024 | | IWR | 26,566 | $2,234 | 03/31/2024 | | Samalin Investment Counsel LLC | 28,704 | $2,231 | 12/31/2023 | | IWR | 28,704 | $2,231 | 12/31/2023 | | Ellenbecker Investment Group | 26,499 | $2,228 | 03/31/2024 | | IWR | 26,499 | $2,228 | 03/31/2024 | | Sowell Financial Services LLC | 28,668 | $2,228 | 12/31/2023 | | IWR | 28,668 | $2,228 | 12/31/2023 | | Cypress Capital Group | 28,368 | $2,205 | 12/31/2023 | | IWR | 28,368 | $2,205 | 12/31/2023 | | Evensky & Katz LLC | 25,980 | $2,185 | 03/31/2024 | | IWR | 25,980 | $2,185 | 03/31/2024 | | Wade G W & Inc. | 27,930 | $2,171 | 12/31/2023 | | IWR | 27,930 | $2,171 | 12/31/2023 | | Ellevest Inc. | 27,901 | $2,169 | 12/31/2023 | | IWR | 27,901 | $2,169 | 12/31/2023 | | Oliver Luxxe Assets LLC | 25,447 | $2,140 | 03/31/2024 | | IWR | 25,447 | $2,140 | 03/31/2024 | | Calamos Wealth Management LLC | 27,462 | $2,135 | 12/31/2023 | | IWR | 27,462 | $2,135 | 12/31/2023 | | Zions Bancorporation N.A. | 27,372 | $2,128 | 12/31/2023 | | IWR | 27,372 | $2,128 | 12/31/2023 | | Abbrea Capital LLC | 27,094 | $2,106 | 12/31/2023 | | IWR | 27,094 | $2,106 | 12/31/2023 | | Bessemer Group Inc. | 27,000 | $2,099 | 12/31/2023 | | IWR | 27,000 | $2,099 | 12/31/2023 | | Appleton Partners Inc. MA | 24,893 | $2,093 | 03/31/2024 | | IWR | 24,893 | $2,093 | 03/31/2024 | | Kestra Private Wealth Services LLC | 26,917 | $2,092 | 12/31/2023 | | IWR | 26,917 | $2,092 | 12/31/2023 | | Valeo Financial Advisors LLC | 25,898 | $2,082 | 03/31/2024 | | IWR | 25,898 | $2,082 | 03/31/2024 | | BKD Wealth Advisors LLC | 24,677 | $2,075 | 03/31/2024 | | IWR | 24,677 | $2,075 | 03/31/2024 | | Brick & Kyle Associates | 26,634 | $2,070 | 12/31/2023 | | IWR | 26,634 | $2,070 | 12/31/2023 | | Hall Kathryn A. | 26,520 | $2,061 | 12/31/2023 | | IWR | 26,520 | $2,061 | 12/31/2023 | | Beck Bode LLC | 26,518 | $2,061 | 12/31/2023 | | IWR | 26,518 | $2,061 | 12/31/2023 | | Smith Salley & Associates | 26,497 | $2,059 | 12/31/2023 | | IWR | 26,497 | $2,059 | 12/31/2023 | | Nations Financial Group Inc. IA ADV | 24,255 | $2,040 | 03/31/2024 | | IWR | 24,255 | $2,040 | 03/31/2024 | | Weatherly Asset Management L. P. | 24,201 | $2,035 | 03/31/2024 | | IWR | 24,201 | $2,035 | 03/31/2024 | | Mather Group LLC. | 26,053 | $2,025 | 03/31/2024 | | IWR | 26,053 | $2,025 | 03/31/2024 | | Financial Insights Inc. | 24,061 | $2,023 | 03/31/2024 | | IWR | 24,061 | $2,023 | 03/31/2024 | | Resonant Capital Advisors LLC | 26,023 | $2,023 | 12/31/2023 | | IWR | 26,023 | $2,023 | 12/31/2023 | | Gryphon Financial Partners LLC | 25,912 | $2,014 | 12/31/2023 | | IWR | 25,912 | $2,014 | 12/31/2023 | | Goelzer Investment Management Inc. | 25,873 | $2,011 | 12/31/2023 | | IWR | 25,873 | $2,011 | 12/31/2023 | | Busey Wealth Management | 23,661 | $1,990 | 03/31/2024 | | IWR | 23,661 | $1,990 | 03/31/2024 | | Grove Bank & Trust | 25,600 | $1,990 | 12/31/2023 | | IWR | 25,600 | $1,990 | 12/31/2023 | | Fulton Breakefield Broenniman LLC | 25,360 | $1,971 | 12/31/2023 | | IWR | 25,360 | $1,971 | 12/31/2023 | | Peoples Bank OH | 25,234 | $1,961 | 12/31/2023 | | IWR | 25,234 | $1,961 | 12/31/2023 | | Fulcrum Capital LLC | 23,209 | $1,952 | 03/31/2024 | | IWR | 23,209 | $1,952 | 03/31/2024 | | EP Wealth Advisors LLC | 24,986 | $1,942 | 12/31/2023 | | IWR | 24,986 | $1,942 | 12/31/2023 | | Litman Gregory Asset Management LLC | 24,925 | $1,937 | 12/31/2023 | | IWR | 24,925 | $1,937 | 12/31/2023 | | Castle Rock Wealth Management LLC | 25,338 | $1,923 | 12/31/2023 | | IWR | 25,338 | $1,923 | 12/31/2023 | | Meridian Wealth Management LLC | 22,830 | $1,920 | 03/31/2024 | | IWR | 22,830 | $1,920 | 03/31/2024 | | Bremer Bank National Association | 22,740 | $1,912 | 03/31/2024 | | IWR | 22,740 | $1,912 | 03/31/2024 | | MBA Advisors LLC | 22,293 | $1,875 | 03/31/2024 | | IWR | 22,293 | $1,875 | 03/31/2024 | | Boston Family Office LLC | 23,838 | $1,853 | 12/31/2023 | | IWR | 23,838 | $1,853 | 12/31/2023 | | Paragon Private Wealth Management LLC | 23,780 | $1,848 | 12/31/2023 | | IWR | 23,780 | $1,848 | 12/31/2023 | | Hilltop Wealth Advisors LLC | 21,901 | $1,842 | 03/31/2024 | | IWR | 21,901 | $1,842 | 03/31/2024 | | Lindbrook Capital LLC | 21,838 | $1,836 | 03/31/2024 | | IWR | 21,838 | $1,836 | 03/31/2024 | | Valmark Advisers Inc. | 23,478 | $1,825 | 12/31/2023 | | IWR | 23,478 | $1,825 | 12/31/2023 | | Lcnb Corp | 23,406 | $1,819 | 12/31/2023 | | IWR | 23,406 | $1,819 | 12/31/2023 | | Kingsview Wealth Management LLC | 23,400 | $1,819 | 12/31/2023 | | IWR | 23,400 | $1,819 | 12/31/2023 | | Naples Global Advisors LLC | 23,290 | $1,810 | 12/31/2023 | | IWR | 23,290 | $1,810 | 12/31/2023 | | Apollon Wealth Management LLC | 23,197 | $1,803 | 12/31/2023 | | IWR | 23,197 | $1,803 | 12/31/2023 | | Venture Visionary Partners LLC | 23,185 | $1,802 | 12/31/2023 | | IWR | 23,185 | $1,802 | 12/31/2023 | | Smith Moore & CO. | 22,891 | $1,779 | 12/31/2023 | | IWR | 22,891 | $1,779 | 12/31/2023 | | Peterson Financial Group Inc. | 21,081 | $1,773 | 03/31/2024 | | IWR | 21,081 | $1,773 | 03/31/2024 | | Monticello Wealth Management LLC | 20,992 | $1,765 | 03/31/2024 | | IWR | 20,992 | $1,765 | 03/31/2024 | | Pinnacle Associates Ltd. | 20,954 | $1,762 | 03/31/2024 | | IWR | 20,954 | $1,762 | 03/31/2024 | | Fiduciary Trust Co. | 22,633 | $1,759 | 12/31/2023 | | IWR | 22,633 | $1,759 | 12/31/2023 | | Montecito Bank & Trust | 20,763 | $1,746 | 03/31/2024 | | IWR | 20,763 | $1,746 | 03/31/2024 | | Brown Brothers Harriman & Co. | 22,438 | $1,744 | 12/31/2023 | | IWR | 22,438 | $1,744 | 12/31/2023 | | Ancora Advisors LLC | 22,422 | $1,743 | 12/31/2023 | | IWR | 22,422 | $1,743 | 12/31/2023 | | Venturi Wealth Management LLC | 20,630 | $1,735 | 03/31/2024 | | IWR | 20,630 | $1,735 | 03/31/2024 | | Private Trust Co. NA | 20,480 | $1,722 | 03/31/2024 | | IWR | 20,480 | $1,722 | 03/31/2024 | | Wealthcare Advisory Partners LLC | 20,411 | $1,716 | 03/31/2024 | | IWR | 20,411 | $1,716 | 03/31/2024 | | Stratos Wealth Advisors LLC | 20,230 | $1,701 | 03/31/2024 | | IWR | 20,230 | $1,701 | 03/31/2024 | | Rhumbline Advisers | 21,800 | $1,695 | 12/31/2023 | | IWR | 21,800 | $1,695 | 12/31/2023 | | Hapanowicz & Associates Financial Services Inc | 21,619 | $1,680 | 12/31/2023 | | IWR | 21,619 | $1,680 | 12/31/2023 | | Pallas Capital Advisors LLC | 19,928 | $1,676 | 03/31/2024 | | IWR | 19,928 | $1,676 | 03/31/2024 | | Sage Capital Advisors llc | 19,863 | $1,670 | 03/31/2024 | | IWR | 19,863 | $1,670 | 03/31/2024 | | Lowe Brockenbrough & Co. Inc. | 21,442 | $1,667 | 12/31/2023 | | IWR | 21,442 | $1,667 | 12/31/2023 | | Lake Street Financial LLC | 19,791 | $1,664 | 03/31/2024 | | IWR | 19,791 | $1,664 | 03/31/2024 | | Global Assets Advisory LLC | 19,715 | $1,658 | 03/31/2024 | | IWR | 19,715 | $1,658 | 03/31/2024 | | Procyon Private Wealth Partners LLC | 19,599 | $1,648 | 03/31/2024 | | IWR | 19,599 | $1,648 | 03/31/2024 | | MBL Wealth LLC | 19,479 | $1,638 | 03/31/2024 | | IWR | 19,479 | $1,638 | 03/31/2024 | | Bedel Financial Consulting Inc. | 20,982 | $1,631 | 12/31/2023 | | IWR | 20,982 | $1,631 | 12/31/2023 | | Boston Trust Walden Corp | 19,325 | $1,625 | 03/31/2024 | | IWR | 19,325 | $1,625 | 03/31/2024 | | Welch & Forbes LLC | 20,721 | $1,611 | 12/31/2023 | | IWR | 20,721 | $1,611 | 12/31/2023 | | Legacy Trust | 19,055 | $1,602 | 03/31/2024 | | IWR | 19,055 | $1,602 | 03/31/2024 | | Linscomb & Williams Inc. | 20,460 | $1,590 | 12/31/2023 | | IWR | 20,460 | $1,590 | 12/31/2023 | | Prospera Financial Services Inc | 20,257 | $1,575 | 12/31/2023 | | IWR | 20,257 | $1,575 | 12/31/2023 | | JFS Wealth Advisors LLC | 20,197 | $1,570 | 12/31/2023 | | IWR | 20,197 | $1,570 | 12/31/2023 | | Legacy Bridge LLC | 18,379 | $1,545 | 03/31/2024 | | IWR | 18,379 | $1,545 | 03/31/2024 | | Boston Financial Mangement LLC | 19,646 | $1,527 | 12/31/2023 | | IWR | 19,646 | $1,527 | 12/31/2023 | | Halpern Financial Inc. | 18,289 | $1,517 | 03/31/2024 | | IWR | 18,289 | $1,517 | 03/31/2024 | | Connectus Wealth LLC | 19,514 | $1,517 | 12/31/2023 | | IWR | 19,514 | $1,517 | 12/31/2023 | | Lazard Asset Management LLC | 19,466 | $1,513 | 12/31/2023 | | IWR | 19,466 | $1,513 | 12/31/2023 | | Perennial Investment Advisors LLC | 19,274 | $1,498 | 12/31/2023 | | IWR | 19,274 | $1,498 | 12/31/2023 | | White Pine Capital LLC | 19,126 | $1,487 | 12/31/2023 | | IWR | 19,126 | $1,487 | 12/31/2023 | | Sterling Financial Group Inc. | 17,606 | $1,480 | 03/31/2024 | | IWR | 17,606 | $1,480 | 03/31/2024 | | Financial Counselors Inc. | 18,957 | $1,474 | 12/31/2023 | | IWR | 18,957 | $1,474 | 12/31/2023 | | Waters Parkerson & CO. LLC | 18,944 | $1,473 | 12/31/2023 | | IWR | 18,944 | $1,473 | 12/31/2023 | | Catalyst Financial Partners LLC | 18,623 | $1,468 | 03/31/2024 | | IWR | 18,623 | $1,468 | 03/31/2024 | | Saxon Interests Inc. | 17,406 | $1,464 | 03/31/2024 | | IWR | 17,406 | $1,464 | 03/31/2024 | | Heritage Investors Management Corp | 18,640 | $1,449 | 12/31/2023 | | IWR | 18,640 | $1,449 | 12/31/2023 | | Resources Investment Advisors LLC. | 18,590 | $1,445 | 12/31/2023 | | IWR | 18,590 | $1,445 | 12/31/2023 | | Webster Bank N. A. | 17,152 | $1,442 | 03/31/2024 | | IWR | 17,152 | $1,442 | 03/31/2024 | | Financial Partners Group Inc | 18,558 | $1,442 | 12/31/2023 | | IWR | 18,558 | $1,442 | 12/31/2023 | | RMR Wealth Builders | 17,123 | $1,440 | 03/31/2024 | | IWR | 17,123 | $1,440 | 03/31/2024 | | Simmons Bank | 18,191 | $1,414 | 12/31/2023 | | IWR | 18,191 | $1,414 | 12/31/2023 | | PFG Investments LLC | 16,800 | $1,413 | 03/31/2024 | | IWR | 16,800 | $1,413 | 03/31/2024 | | Private Management Group Inc. | 18,154 | $1,411 | 12/31/2023 | | IWR | 18,154 | $1,411 | 12/31/2023 | | Putnam FL Investment Management Co. | 18,047 | $1,403 | 12/31/2023 | | IWR | 18,047 | $1,403 | 12/31/2023 | | Investors Research Corp | 17,993 | $1,399 | 12/31/2023 | | IWR | 17,993 | $1,399 | 12/31/2023 | | Cornerstone Wealth Management LLC | 16,621 | $1,398 | 03/31/2024 | | IWR | 16,621 | $1,398 | 03/31/2024 | | Platte River Wealth Advisors LLC | 16,529 | $1,390 | 03/31/2024 | | IWR | 16,529 | $1,390 | 03/31/2024 | | Tower Research Capital LLC TRC | 17,878 | $1,390 | 12/31/2023 | | IWR | 17,878 | $1,390 | 12/31/2023 | | Connecticut Wealth Management LLC | 17,712 | $1,377 | 12/31/2023 | | IWR | 17,712 | $1,377 | 12/31/2023 | | SlateStone Wealth LLC | 16,184 | $1,361 | 03/31/2024 | | IWR | 16,184 | $1,361 | 03/31/2024 | | Dorsey & Whitney Trust CO LLC | 17,464 | $1,357 | 12/31/2023 | | IWR | 17,464 | $1,357 | 12/31/2023 | | Leo Wealth LLC | 17,436 | $1,355 | 12/31/2023 | | IWR | 17,436 | $1,355 | 12/31/2023 | | Alley Investment Management Company LLC | 17,422 | $1,354 | 12/31/2023 | | IWR | 17,422 | $1,354 | 12/31/2023 | | Baker Ellis Asset Management LLC | 16,076 | $1,352 | 03/31/2024 | | IWR | 16,076 | $1,352 | 03/31/2024 | | Clear Harbor Asset Management LLC | 17,387 | $1,351 | 12/31/2023 | | IWR | 17,387 | $1,351 | 12/31/2023 | | Cynosure Management LLC | 17,375 | $1,351 | 12/31/2023 | | IWR | 17,375 | $1,351 | 12/31/2023 | | Daymark Wealth Partners LLC | 16,029 | $1,348 | 03/31/2024 | | IWR | 16,029 | $1,348 | 03/31/2024 | | PPS&V Asset Management Consultants Inc. | 16,021 | $1,347 | 03/31/2024 | | IWR | 16,021 | $1,347 | 03/31/2024 | | SageView Advisory Group LLC | 17,306 | $1,347 | 12/31/2023 | | IWR | 17,306 | $1,347 | 12/31/2023 | | Taddei Ludwig & Associates Inc. | 15,961 | $1,342 | 03/31/2024 | | IWR | 15,961 | $1,342 | 03/31/2024 | | Bricktown Capital LLC | 15,964 | $1,342 | 03/31/2024 | | IWR | 15,964 | $1,342 | 03/31/2024 | | MidWestOne Financial Group Inc. | 17,164 | $1,334 | 12/31/2023 | | IWR | 17,164 | $1,334 | 12/31/2023 | | American National Bank & Trust Co. VA | 15,809 | $1,329 | 03/31/2024 | | IWR | 15,809 | $1,329 | 03/31/2024 | | Parallel Advisors LLC | 17,066 | $1,327 | 12/31/2023 | | IWR | 17,066 | $1,327 | 12/31/2023 | | Compton Wealth Advisory Group LLC | 15,754 | $1,325 | 03/31/2024 | | IWR | 15,754 | $1,325 | 03/31/2024 | | Curi Capital | 16,978 | $1,320 | 12/31/2023 | | IWR | 16,978 | $1,320 | 12/31/2023 | | Atlas Brown Inc. | 15,430 | $1,298 | 03/31/2024 | | IWR | 15,430 | $1,298 | 03/31/2024 | | Philadelphia Trust Co. | 16,665 | $1,295 | 12/31/2023 | | IWR | 16,665 | $1,295 | 12/31/2023 | | IFG Advisors LLC | 15,331 | $1,289 | 03/31/2024 | | IWR | 15,331 | $1,289 | 03/31/2024 | | West Paces Advisors Inc. | 15,262 | $1,283 | 03/31/2024 | | IWR | 15,262 | $1,283 | 03/31/2024 | | MONECO Advisors LLC | 15,118 | $1,271 | 03/31/2024 | | IWR | 15,118 | $1,271 | 03/31/2024 | | First National Bank of Omaha | 16,262 | $1,264 | 12/31/2023 | | IWR | 16,262 | $1,264 | 12/31/2023 | | Kohmann Bosshard Financial Services LLC | 14,997 | $1,261 | 03/31/2024 | | IWR | 14,997 | $1,261 | 03/31/2024 | | Davis R M Inc. | 16,087 | $1,250 | 12/31/2023 | | IWR | 16,087 | $1,250 | 12/31/2023 | | RKL Wealth Management LLC | 15,950 | $1,240 | 12/31/2023 | | IWR | 15,950 | $1,240 | 12/31/2023 | | Southern Capital Advisors LLC | 15,935 | $1,239 | 12/31/2023 | | IWR | 15,935 | $1,239 | 12/31/2023 | | Park Avenue Securities LLC | 14,597 | $1,227 | 03/31/2024 | | IWR | 14,597 | $1,227 | 03/31/2024 | | Heritage Wealth Advisors | 15,750 | $1,224 | 12/31/2023 | | IWR | 15,750 | $1,224 | 12/31/2023 | | Lyell Wealth Management LP | 15,737 | $1,223 | 12/31/2023 | | IWR | 15,737 | $1,223 | 12/31/2023 | | GAMMA Investing LLC | 14,449 | $1,215 | 03/31/2024 | | IWR | 14,449 | $1,215 | 03/31/2024 | | Plante Moran Financial Advisors LLC | 15,433 | $1,200 | 12/31/2023 | | IWR | 15,433 | $1,200 | 12/31/2023 | | Wooster Corthell Wealth Management Inc. | 15,428 | $1,199 | 12/31/2023 | | IWR | 15,428 | $1,199 | 12/31/2023 | | Jordan Park Group LLC | 15,421 | $1,199 | 12/31/2023 | | IWR | 15,421 | $1,199 | 12/31/2023 | | Dominguez Wealth Management Solutions Inc. | 14,069 | $1,183 | 03/31/2024 | | IWR | 14,069 | $1,183 | 03/31/2024 | | Vivaldi Capital Management LLC | 15,116 | $1,173 | 12/31/2023 | | IWR | 15,116 | $1,173 | 12/31/2023 | | Oxford Financial Group Ltd. | 15,002 | $1,166 | 12/31/2023 | | IWR | 15,002 | $1,166 | 12/31/2023 | | Strategic Family Wealth Counselors L.L.C. | 14,954 | $1,162 | 12/31/2023 | | IWR | 14,954 | $1,162 | 12/31/2023 | | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 14,933 | $1,161 | 12/31/2023 | | IWR | 14,933 | $1,161 | 12/31/2023 | | Crescent Grove Advisors LLC | 14,816 | $1,152 | 12/31/2023 | | IWR | 14,816 | $1,152 | 12/31/2023 | | Strategic Financial Concepts LLC | 13,691 | $1,151 | 03/31/2024 | | IWR | 13,691 | $1,151 | 03/31/2024 | | Colonial Trust Advisors | 14,777 | $1,149 | 12/31/2023 | | IWR | 14,777 | $1,149 | 12/31/2023 | | Bill Few Associates Inc. | 13,566 | $1,141 | 03/31/2024 | | IWR | 13,566 | $1,141 | 03/31/2024 | | Central Bank & Trust Co. | 13,555 | $1,140 | 03/31/2024 | | IWR | 13,555 | $1,140 | 03/31/2024 | | Trexquant Investment LP | 14,629 | $1,137 | 12/31/2023 | | IWR | 14,629 | $1,137 | 12/31/2023 | | Matrix Private Capital Group LLC | 14,610 | $1,136 | 12/31/2023 | | IWR | 14,610 | $1,136 | 12/31/2023 | | Patriot Investment Management Inc. | 13,484 | $1,134 | 03/31/2024 | | IWR | 13,484 | $1,134 | 03/31/2024 | | Burns Matteson Capital Management LLC | 14,463 | $1,125 | 12/31/2023 | | IWR | 14,463 | $1,125 | 12/31/2023 | | JustInvest LLC | 14,390 | $1,119 | 12/31/2023 | | IWR | 14,390 | $1,119 | 12/31/2023 | | Ritter Daniher Financial Advisory LLC DE | 14,387 | $1,118 | 12/31/2023 | | IWR | 14,387 | $1,118 | 12/31/2023 | | Tsfg LLC | 13,233 | $1,113 | 03/31/2024 | | IWR | 13,233 | $1,113 | 03/31/2024 | | State Street Corp | 14,300 | $1,112 | 12/31/2023 | | IWR | 14,300 | $1,112 | 12/31/2023 | | Flow Traders U.S. LLC | 14,244 | $1,107 | 12/31/2023 | | IWR | 14,244 | $1,107 | 12/31/2023 | | Choate Investment Advisors | 14,229 | $1,106 | 12/31/2023 | | IWR | 14,229 | $1,106 | 12/31/2023 | | Roundview Capital LLC | 13,958 | $1,085 | 12/31/2023 | | IWR | 13,958 | $1,085 | 12/31/2023 | | Deutsche Bank AG | 13,940 | $1,084 | 12/31/2023 | | IWR | 13,940 | $1,084 | 12/31/2023 | | 1ST Source Bank | 13,933 | $1,083 | 12/31/2023 | | IWR | 13,933 | $1,083 | 12/31/2023 | | Fairway Wealth LLC | 13,931 | $1,083 | 12/31/2023 | | IWR | 13,931 | $1,083 | 12/31/2023 | | Campbell Newman Asset Management Inc. | 12,840 | $1,080 | 03/31/2024 | | IWR | 12,840 | $1,080 | 03/31/2024 | | Occidental Asset Management LLC | 12,737 | $1,071 | 03/31/2024 | | IWR | 12,737 | $1,071 | 03/31/2024 | | Sunbelt Securities Inc. | 12,692 | $1,067 | 03/31/2024 | | IWR | 12,692 | $1,067 | 03/31/2024 | | Dynamic Advisor Solutions LLC | 12,669 | $1,065 | 03/31/2024 | | IWR | 12,669 | $1,065 | 03/31/2024 | | Private Portfolio Partners LLC | 13,605 | $1,057 | 12/31/2023 | | IWR | 13,605 | $1,057 | 12/31/2023 | | Great Valley Advisor Group Inc. | 13,501 | $1,050 | 12/31/2023 | | IWR | 13,501 | $1,050 | 12/31/2023 | | Lake Street Advisors Group LLC | 13,481 | $1,048 | 12/31/2023 | | IWR | 13,481 | $1,048 | 12/31/2023 | | Ronald Blue Trust Inc. | 13,457 | $1,046 | 12/31/2023 | | IWR | 13,457 | $1,046 | 12/31/2023 | | Cliftonlarsonallen Wealth Advisors LLC | 13,188 | $1,025 | 12/31/2023 | | IWR | 13,188 | $1,025 | 12/31/2023 | | Advisor Resource Council | 12,070 | $1,010 | 03/31/2024 | | IWR | 12,070 | $1,010 | 03/31/2024 | | First Hawaiian Bank | 11,891 | $1,000 | 03/31/2024 | | IWR | 11,891 | $1,000 | 03/31/2024 | | WCG Wealth Advisors LLC | 12,807 | $995 | 12/31/2023 | | IWR | 12,807 | $995 | 12/31/2023 | | Cary Street Partners Investment Advisory LLC | 12,787 | $994 | 12/31/2023 | | IWR | 12,787 | $994 | 12/31/2023 | | Wells Trecaso Financial Group LLC | 11,799 | $992 | 03/31/2024 | | IWR | 11,799 | $992 | 03/31/2024 | | First Financial Bank Trust Division | 11,740 | $987 | 03/31/2024 | | IWR | 11,740 | $987 | 03/31/2024 | | Altus Wealth Group LLC | 12,693 | $987 | 12/31/2023 | | IWR | 12,693 | $987 | 12/31/2023 | | Benjamin F. Edwards & Company Inc. | 12,607 | $980 | 12/31/2023 | | IWR | 12,607 | $980 | 12/31/2023 | | Cullinan Associates Inc. | 11,600 | $975 | 03/31/2024 | | IWR | 11,600 | $975 | 03/31/2024 | | Paces Ferry Wealth Advisors LLC | 12,477 | $970 | 12/31/2023 | | IWR | 12,477 | $970 | 12/31/2023 | | Pine Haven Investment Counsel Inc | 11,522 | $969 | 03/31/2024 | | IWR | 11,522 | $969 | 03/31/2024 | | Goldstein Advisors LLC | 12,393 | $963 | 12/31/2023 | | IWR | 12,393 | $963 | 12/31/2023 | | Monetary Management Group Inc. | 12,380 | $962 | 12/31/2023 | | IWR | 12,380 | $962 | 12/31/2023 | | Continuum Advisory LLC | 12,379 | $962 | 12/31/2023 | | IWR | 12,379 | $962 | 12/31/2023 | | USAdvisors Wealth Management LLC | 12,302 | $956 | 12/31/2023 | | IWR | 12,302 | $956 | 12/31/2023 | | Allworth Financial LP | 11,340 | $954 | 03/31/2024 | | IWR | 11,340 | $954 | 03/31/2024 | | Harbor Investment Advisory LLC | 11,316 | $952 | 03/31/2024 | | IWR | 11,316 | $952 | 03/31/2024 | | DiMeo Schneider & Associates L.L.C. | 12,228 | $951 | 12/31/2023 | | IWR | 12,228 | $951 | 12/31/2023 | | Heritage Trust Co | 12,117 | $942 | 12/31/2023 | | IWR | 12,117 | $942 | 12/31/2023 | | Well Done LLC | 11,168 | $939 | 03/31/2024 | | IWR | 11,168 | $939 | 03/31/2024 | | New Republic Capital LLC | 12,045 | $936 | 12/31/2023 | | IWR | 12,045 | $936 | 12/31/2023 | | Forum Private Client Group LLC | 11,924 | $927 | 12/31/2023 | | IWR | 11,924 | $927 | 12/31/2023 | | Pinnacle Wealth Management Advisory Group LLC | 11,809 | $918 | 12/31/2023 | | IWR | 11,809 | $918 | 12/31/2023 | | Regal Investment Advisors LLC | 11,765 | $915 | 12/31/2023 | | IWR | 11,765 | $915 | 12/31/2023 | | Wealthfront Advisers LLC | 10,856 | $913 | 03/31/2024 | | IWR | 10,856 | $913 | 03/31/2024 | | Aurum Wealth Management Group LLC | 10,814 | $909 | 03/31/2024 | | IWR | 10,814 | $909 | 03/31/2024 | | Okabena Investment Services Inc. | 11,650 | $906 | 12/31/2023 | | IWR | 11,650 | $906 | 12/31/2023 | | Duncker Streett & Co. Inc. | 10,711 | $901 | 03/31/2024 | | IWR | 10,711 | $901 | 03/31/2024 | | Sandy Cove Advisors LLC | 10,655 | $896 | 03/31/2024 | | IWR | 10,655 | $896 | 03/31/2024 | | United Bank | 11,520 | $895 | 12/31/2023 | | IWR | 11,520 | $895 | 12/31/2023 | | Saxony Capital Management LLC | 11,505 | $894 | 12/31/2023 | | IWR | 11,505 | $894 | 12/31/2023 | | Pacific Financial Group Inc. | 11,484 | $893 | 12/31/2023 | | IWR | 11,484 | $893 | 12/31/2023 | | Sigma Planning Corp | 11,494 | $893 | 12/31/2023 | | IWR | 11,494 | $893 | 12/31/2023 | | Winthrop Advisory Group LLC | 10,495 | $883 | 03/31/2024 | | IWR | 10,495 | $883 | 03/31/2024 | | Strategic Wealth Partners Group LLC | 11,332 | $881 | 12/31/2023 | | IWR | 11,332 | $881 | 12/31/2023 | | First Financial Bankshares Inc | 11,268 | $876 | 12/31/2023 | | IWR | 11,268 | $876 | 12/31/2023 | | Cassaday & Co Wealth Management LLC | 11,225 | $873 | 12/31/2023 | | IWR | 11,225 | $873 | 12/31/2023 | | Narwhal Capital Management | 10,231 | $860 | 03/31/2024 | | IWR | 10,231 | $860 | 03/31/2024 | | Wetherby Asset Management Inc. | 11,068 | $860 | 12/31/2023 | | IWR | 11,068 | $860 | 12/31/2023 | | Columbia Asset Management | 11,063 | $860 | 12/31/2023 | | IWR | 11,063 | $860 | 12/31/2023 | | Jupiter Wealth Management LLC | 11,000 | $855 | 12/31/2023 | | IWR | 11,000 | $855 | 12/31/2023 | | Birch Hill Investment Advisors LLC | 10,956 | $852 | 12/31/2023 | | IWR | 10,956 | $852 | 12/31/2023 | | Armor Investment Advisors LLC | 10,115 | $851 | 03/31/2024 | | IWR | 10,115 | $851 | 03/31/2024 | | Snowden Capital Advisors LLC | 10,936 | $850 | 12/31/2023 | | IWR | 10,936 | $850 | 12/31/2023 | | Boston Private Wealth LLC | 10,920 | $849 | 12/31/2023 | | IWR | 10,920 | $849 | 12/31/2023 | | Oppenheimer & Co. Inc. | 10,750 | $836 | 12/31/2023 | | IWR | 10,750 | $836 | 12/31/2023 | | Ironwood Financial llc | 9,931 | $835 | 03/31/2024 | | IWR | 9,931 | $835 | 03/31/2024 | | Foundations Investment Advisors LLC | 10,764 | $835 | 12/31/2023 | | IWR | 10,764 | $835 | 12/31/2023 | | U.S. Capital Wealth Advisors LLC | 10,639 | $827 | 12/31/2023 | | IWR | 10,639 | $827 | 12/31/2023 | | Leavell Investment Management Inc. | 9,818 | $826 | 03/31/2024 | | IWR | 9,818 | $826 | 03/31/2024 | | Concurrent Investment Advisors LLC | 10,613 | $825 | 12/31/2023 | | IWR | 10,613 | $825 | 12/31/2023 | | Wealthquest Corp | 10,588 | $823 | 12/31/2023 | | IWR | 10,588 | $823 | 12/31/2023 | | Fundamentun LLC | 9,771 | $822 | 03/31/2024 | | IWR | 9,771 | $822 | 03/31/2024 | | Provence Wealth Management Group | 10,565 | $821 | 12/31/2023 | | IWR | 10,565 | $821 | 12/31/2023 | | M Holdings Securities Inc. | 10,514 | $817 | 12/31/2023 | | IWR | 10,514 | $817 | 12/31/2023 | | Perfromance Wealth Partners LLC | 10,500 | $816 | 12/31/2023 | | IWR | 10,500 | $816 | 12/31/2023 | | Breakwater Capital Group | 9,666 | $813 | 03/31/2024 | | IWR | 9,666 | $813 | 03/31/2024 | | Operose Advisors LLC | 10,403 | $809 | 12/31/2023 | | IWR | 10,403 | $809 | 12/31/2023 | | Dentgroup LLC | 9,588 | $806 | 03/31/2024 | | IWR | 9,588 | $806 | 03/31/2024 | | Dana Investment Advisors Inc. | 10,327 | $803 | 12/31/2023 | | IWR | 10,327 | $803 | 12/31/2023 | | Radnor Capital Management LLC | 9,426 | $793 | 03/31/2024 | | IWR | 9,426 | $793 | 03/31/2024 | | Live Oak Private Wealth LLC | 9,347 | $786 | 03/31/2024 | | IWR | 9,347 | $786 | 03/31/2024 | | Klingman & Associates LLC | 9,941 | $773 | 12/31/2023 | | IWR | 9,941 | $773 | 12/31/2023 | | American National Bank | 9,176 | $772 | 03/31/2024 | | IWR | 9,176 | $772 | 03/31/2024 | | Jackson Hole Capital Partners LLC | 9,901 | $770 | 12/31/2023 | | IWR | 9,901 | $770 | 12/31/2023 | | TD Waterhouse Canada Inc. | 10,110 | $767 | 12/31/2023 | | IWR | 10,110 | $767 | 12/31/2023 | | Selective Wealth Management Inc. | 9,299 | $762 | 03/31/2024 | | IWR | 9,299 | $762 | 03/31/2024 | | Trust Co of the South | 9,045 | $761 | 03/31/2024 | | IWR | 9,045 | $761 | 03/31/2024 | | Global Retirement Partners LLC | 8,934 | $751 | 03/31/2024 | | IWR | 8,934 | $751 | 03/31/2024 | | EPIQ Capital Group LLC | 9,629 | $748 | 12/31/2023 | | IWR | 9,629 | $748 | 12/31/2023 | | Insigneo Advisory Services LLC | 9,627 | $748 | 12/31/2023 | | IWR | 9,627 | $748 | 12/31/2023 | | BIP Wealth LLC | 9,539 | $741 | 12/31/2023 | | IWR | 9,539 | $741 | 12/31/2023 | | Retirement Planning Group | 8,770 | $737 | 03/31/2024 | | IWR | 8,770 | $737 | 03/31/2024 | | Bragg Financial Advisors Inc | 9,424 | $733 | 12/31/2023 | | IWR | 9,424 | $733 | 12/31/2023 | | Stillwater Capital Advisors LLC | 8,705 | $732 | 03/31/2024 | | IWR | 8,705 | $732 | 03/31/2024 | | Next Level Private LLC | 8,684 | $730 | 03/31/2024 | | IWR | 8,684 | $730 | 03/31/2024 | | Prio Wealth Limited Partnership | 9,359 | $727 | 12/31/2023 | | IWR | 9,359 | $727 | 12/31/2023 | | O Shaughnessy Asset Management LLC | 9,306 | $723 | 12/31/2023 | | IWR | 9,306 | $723 | 12/31/2023 | | BLB&B Advisors LLC | 8,478 | $713 | 03/31/2024 | | IWR | 8,478 | $713 | 03/31/2024 | | Baron Wealth Management LLC | 9,162 | $712 | 12/31/2023 | | IWR | 9,162 | $712 | 12/31/2023 | | Beacon Financial Advisory LLC | 9,153 | $711 | 12/31/2023 | | IWR | 9,153 | $711 | 12/31/2023 | | Advisors Capital Management LLC | 9,140 | $710 | 12/31/2023 | | IWR | 9,140 | $710 | 12/31/2023 | | Investment Advisory Group LLC | 9,136 | $710 | 12/31/2023 | | IWR | 9,136 | $710 | 12/31/2023 | | Center for Financial Planning Inc. | 8,433 | $709 | 03/31/2024 | | IWR | 8,433 | $709 | 03/31/2024 | | Axxcess Wealth Management LLC | 9,112 | $708 | 12/31/2023 | | IWR | 9,112 | $708 | 12/31/2023 | | Viawealth LLC | 9,017 | $701 | 12/31/2023 | | IWR | 9,017 | $701 | 12/31/2023 | | Grimes & Company Inc. | 8,251 | $694 | 03/31/2024 | | IWR | 8,251 | $694 | 03/31/2024 | | Pacific Global Investment Management CO | 8,932 | $694 | 12/31/2023 | | IWR | 8,932 | $694 | 12/31/2023 | | Bensler LLC | 8,901 | $692 | 12/31/2023 | | IWR | 8,901 | $692 | 12/31/2023 | | Neuberger Berman Group LLC | 8,881 | $690 | 12/31/2023 | | IWR | 8,881 | $690 | 12/31/2023 | | Nemes Rush Group LLC | 8,863 | $689 | 12/31/2023 | | IWR | 8,863 | $689 | 12/31/2023 | | Mill Capital Management LLC | 8,794 | $684 | 12/31/2023 | | IWR | 8,794 | $684 | 12/31/2023 | | Jane Street Group LLC | 8,792 | $683 | 12/31/2023 | | IWR | 8,792 | $683 | 12/31/2023 | | Aptus Capital Advisors LLC | 8,751 | $680 | 12/31/2023 | | IWR | 8,751 | $680 | 12/31/2023 | | Guardian Wealth Advisors LLC NC | 8,751 | $680 | 12/31/2023 | | IWR | 8,751 | $680 | 12/31/2023 | | Golden State Equity Partners | 8,737 | $679 | 12/31/2023 | | IWR | 8,737 | $679 | 12/31/2023 | | LGL Partners LLC | 8,697 | $676 | 12/31/2023 | | IWR | 8,697 | $676 | 12/31/2023 | | AAFCPAs Wealth Management LLC | 8,652 | $673 | 12/31/2023 | | IWR | 8,652 | $673 | 12/31/2023 | | Massmutual Trust Co. FSB ADV | 7,997 | $672 | 03/31/2024 | | IWR | 7,997 | $672 | 03/31/2024 | | Pinnacle Bank | 7,960 | $669 | 03/31/2024 | | IWR | 7,960 | $669 | 03/31/2024 | | Essex Savings Bank | 8,608 | $669 | 03/31/2024 | | IWR | 8,608 | $669 | 03/31/2024 | | Moody Lynn & Lieberson LLC | 7,902 | $664 | 03/31/2024 | | IWR | 7,902 | $664 | 03/31/2024 | | Certified Advisory Corp | 8,535 | $663 | 12/31/2023 | | IWR | 8,535 | $663 | 12/31/2023 | | Precision Wealth Strategies LLC | 8,533 | $663 | 12/31/2023 | | IWR | 8,533 | $663 | 12/31/2023 | | Beese Fulmer Investment Management Inc. | 7,864 | $661 | 03/31/2024 | | IWR | 7,864 | $661 | 03/31/2024 | | Mutual Advisors LLC | 8,504 | $661 | 12/31/2023 | | IWR | 8,504 | $661 | 12/31/2023 | | Shepherd Financial Partners LLC | 7,850 | $660 | 03/31/2024 | | IWR | 7,850 | $660 | 03/31/2024 | | Glassman Wealth Services | 8,473 | $659 | 12/31/2023 | | IWR | 8,473 | $659 | 12/31/2023 | | Mutual of America Capital Management LLC | 8,440 | $656 | 12/31/2023 | | IWR | 8,440 | $656 | 12/31/2023 | | CAPROCK Group Inc. | 8,437 | $656 | 12/31/2023 | | IWR | 8,437 | $656 | 12/31/2023 | | First Commonwealth Financial Corp PA | 8,420 | $654 | 12/31/2023 | | IWR | 8,420 | $654 | 12/31/2023 | | Arrowroot Family Office LLC | 8,419 | $654 | 12/31/2023 | | IWR | 8,419 | $654 | 12/31/2023 | | Baldwin Brothers Inc. MA | 7,770 | $653 | 03/31/2024 | | IWR | 7,770 | $653 | 03/31/2024 | | Windsor Capital Management LLC | 7,725 | $650 | 03/31/2024 | | IWR | 7,725 | $650 | 03/31/2024 | | Sapient Capital LLC | 7,713 | $649 | 03/31/2024 | | IWR | 7,713 | $649 | 03/31/2024 | | S&CO Inc. | 8,344 | $648 | 12/31/2023 | | IWR | 8,344 | $648 | 12/31/2023 | | Hunter Associates Investment Management LLC | 8,310 | $648 | 12/31/2023 | | IWR | 8,310 | $648 | 12/31/2023 | | Valley Forge Investment Consultants Inc. ADV | 8,298 | $645 | 12/31/2023 | | IWR | 8,298 | $645 | 12/31/2023 | | North Star Investment Management Corp. | 8,288 | $644 | 12/31/2023 | | IWR | 8,288 | $644 | 12/31/2023 | | Pensionmark Financial Group LLC | 8,290 | $644 | 12/31/2023 | | IWR | 8,290 | $644 | 12/31/2023 | | Summit Investment Advisory Services LLC | 7,523 | $633 | 03/31/2024 | | IWR | 7,523 | $633 | 03/31/2024 | | Beaumont Financial Advisors LLC | 8,149 | $633 | 12/31/2023 | | IWR | 8,149 | $633 | 12/31/2023 | | Cambridge Trust Co. | 8,120 | $631 | 12/31/2023 | | IWR | 8,120 | $631 | 12/31/2023 | | BlueSky Wealth Advisors LLC | 7,481 | $629 | 03/31/2024 | | IWR | 7,481 | $629 | 03/31/2024 | | Parthenon LLC | 8,097 | $629 | 12/31/2023 | | IWR | 8,097 | $629 | 12/31/2023 | | Transcend Wealth Collective LLC | 8,096 | $629 | 12/31/2023 | | IWR | 8,096 | $629 | 12/31/2023 | | McNaughton Wealth Management LLC | 7,420 | $624 | 03/31/2024 | | IWR | 7,420 | $624 | 03/31/2024 | | Wealthsource Partners LLC | 8,034 | $624 | 12/31/2023 | | IWR | 8,034 | $624 | 12/31/2023 | | Charles Schwab Trust Co | 7,372 | $620 | 03/31/2024 | | IWR | 7,372 | $620 | 03/31/2024 | | MCF Advisors LLC | 7,335 | $617 | 03/31/2024 | | IWR | 7,335 | $617 | 03/31/2024 | | Smithfield Trust Co. | 7,977 | $617 | 12/31/2023 | | IWR | 7,977 | $617 | 12/31/2023 | | Camden Capital LLC | 7,944 | $617 | 12/31/2023 | | IWR | 7,944 | $617 | 12/31/2023 | | New England Professional Planning Group Inc. | 7,279 | $612 | 03/31/2024 | | IWR | 7,279 | $612 | 03/31/2024 | | Eagle Strategies LLC | 7,221 | $607 | 03/31/2024 | | IWR | 7,221 | $607 | 03/31/2024 | | Dechtman Wealth Management LLC | 7,196 | $605 | 03/31/2024 | | IWR | 7,196 | $605 | 03/31/2024 | | OLD Second National Bank of Aurora | 7,780 | $605 | 12/31/2023 | | IWR | 7,780 | $605 | 12/31/2023 | | My Personal CFO LLC | 7,187 | $604 | 03/31/2024 | | IWR | 7,187 | $604 | 03/31/2024 | | Brady Family Wealth LLC | 7,746 | $602 | 12/31/2023 | | IWR | 7,746 | $602 | 12/31/2023 | | Greenhouse Wealth Management LLC | 7,148 | $601 | 03/31/2024 | | IWR | 7,148 | $601 | 03/31/2024 | | Wedmont Private Capital | 7,198 | $599 | 03/31/2024 | | IWR | 7,198 | $599 | 03/31/2024 | | Buckhead Capital Management LLC | 7,700 | $599 | 12/31/2023 | | IWR | 7,700 | $599 | 12/31/2023 | | Optimum Investment Advisors | 7,083 | $596 | 03/31/2024 | | IWR | 7,083 | $596 | 03/31/2024 | | Cranbrook Wealth Management LLC | 7,020 | $590 | 03/31/2024 | | IWR | 7,020 | $590 | 03/31/2024 | | ICW Investment Advisors LLC | 7,571 | $589 | 12/31/2023 | | IWR | 7,571 | $589 | 12/31/2023 | | Sanibel Captiva Trust Company Inc. | 7,570 | $588 | 12/31/2023 | | IWR | 7,570 | $588 | 12/31/2023 | | Kavar Capital Partners Group LLC | 7,560 | $588 | 12/31/2023 | | IWR | 7,560 | $588 | 12/31/2023 | | Empower Advisory Group LLC | 7,538 | $586 | 12/31/2023 | | IWR | 7,538 | $586 | 12/31/2023 | | Tompkins Financial Corp | 6,883 | $579 | 03/31/2024 | | IWR | 6,883 | $579 | 03/31/2024 | | Thomasville National Bank | 6,889 | $579 | 03/31/2024 | | IWR | 6,889 | $579 | 03/31/2024 | | Objective Capital Management LLC | 7,400 | $575 | 12/31/2023 | | IWR | 7,400 | $575 | 12/31/2023 | | Angeles Wealth Management LLC | 7,299 | $567 | 12/31/2023 | | IWR | 7,299 | $567 | 12/31/2023 | | NorthRock Partners LLC | 7,262 | $564 | 12/31/2023 | | IWR | 7,262 | $564 | 12/31/2023 | | FourThought Financial Partners LLC | 7,259 | $564 | 12/31/2023 | | IWR | 7,259 | $564 | 12/31/2023 | | MY Purposeful Wealth CORP. | 7,194 | $559 | 12/31/2023 | | IWR | 7,194 | $559 | 12/31/2023 | | Foster Dykema Cabot & Partners LLC | 7,178 | $558 | 12/31/2023 | | IWR | 7,178 | $558 | 12/31/2023 | | Fermata Advisors LLC | 6,619 | $557 | 03/31/2024 | | IWR | 6,619 | $557 | 03/31/2024 | | Mission Wealth Management LP | 7,165 | $557 | 12/31/2023 | | IWR | 7,165 | $557 | 12/31/2023 | | Waldron Private Wealth LLC | 7,164 | $556 | 12/31/2023 | | IWR | 7,164 | $556 | 12/31/2023 | | Osborne Partners Capital Management LLC | 6,600 | $555 | 03/31/2024 | | IWR | 6,600 | $555 | 03/31/2024 | | Ballew Advisors Inc | 6,780 | $555 | 03/31/2024 | | IWR | 6,780 | $555 | 03/31/2024 | | CoreCap Advisors LLC | 7,139 | $555 | 12/31/2023 | | IWR | 7,139 | $555 | 12/31/2023 | | JNBA Financial Advisors | 6,585 | $554 | 03/31/2024 | | IWR | 6,585 | $554 | 03/31/2024 | | Vertex Planning Partners LLC | 7,097 | $552 | 12/31/2023 | | IWR | 7,097 | $552 | 12/31/2023 | | JNB Advisors LLC | 7,044 | $548 | 12/31/2023 | | IWR | 7,044 | $548 | 12/31/2023 | | Private Ocean LLC | 6,479 | $545 | 03/31/2024 | | IWR | 6,479 | $545 | 03/31/2024 | | Cape Cod Five Cents Savings Bank | 7,001 | $544 | 12/31/2023 | | IWR | 7,001 | $544 | 12/31/2023 | | TBH Global Asset Management LLC | 6,982 | $543 | 12/31/2023 | | IWR | 6,982 | $543 | 12/31/2023 | | Ameritas Advisory Services LLC | 6,901 | $543 | 12/31/2023 | | IWR | 6,901 | $543 | 12/31/2023 | | Charter Trust Co. | 6,439 | $541 | 03/31/2024 | | IWR | 6,439 | $541 | 03/31/2024 | | Bear Mountain Capital Inc. | 6,846 | $540 | 03/31/2024 | | IWR | 6,846 | $540 | 03/31/2024 | | Lee Danner & Bass Inc. | 6,930 | $539 | 12/31/2023 | | IWR | 6,930 | $539 | 12/31/2023 | | Millennium Management LLC | 6,928 | $539 | 12/31/2023 | | IWR | 6,928 | $539 | 12/31/2023 | | Anson Capital Inc. | 6,933 | $539 | 12/31/2023 | | IWR | 6,933 | $539 | 12/31/2023 | | Farmers & Merchants Trust Co of Chambersburg PA | 6,396 | $538 | 03/31/2024 | | IWR | 6,396 | $538 | 03/31/2024 | | True Link Financial Advisors LLC | 6,318 | $531 | 03/31/2024 | | IWR | 6,318 | $531 | 03/31/2024 | | Harbour Investments Inc. | 6,818 | $530 | 12/31/2023 | | IWR | 6,818 | $530 | 12/31/2023 | | Thompson Siegel & Walmsley LLC | 6,817 | $530 | 12/31/2023 | | IWR | 6,817 | $530 | 12/31/2023 | | Kowal Investment Group LLC | 6,290 | $529 | 03/31/2024 | | IWR | 6,290 | $529 | 03/31/2024 | | Montag A & Associates Inc. | 6,794 | $528 | 12/31/2023 | | IWR | 6,794 | $528 | 12/31/2023 | | Bangor Savings Bank | 6,270 | $527 | 03/31/2024 | | IWR | 6,270 | $527 | 03/31/2024 | | Richardson Capital Management LLC | 6,263 | $527 | 03/31/2024 | | IWR | 6,263 | $527 | 03/31/2024 | | Segment Wealth Management LLC | 6,257 | $526 | 03/31/2024 | | IWR | 6,257 | $526 | 03/31/2024 | | Western Wealth Management LLC | 6,751 | $525 | 12/31/2023 | | IWR | 6,751 | $525 | 12/31/2023 | | TPG Financial Advisors LLC | 6,763 | $521 | 12/31/2023 | | IWR | 6,763 | $521 | 12/31/2023 | | Kanawha Capital Management LLC | 6,688 | $520 | 12/31/2023 | | IWR | 6,688 | $520 | 12/31/2023 | | DBK Financial Counsel LLC | 6,105 | $513 | 03/31/2024 | | IWR | 6,105 | $513 | 03/31/2024 | | Reston Wealth Management LLC | 6,606 | $513 | 12/31/2023 | | IWR | 6,606 | $513 | 12/31/2023 | | InterOcean Capital Group LLC | 6,451 | $501 | 12/31/2023 | | IWR | 6,451 | $501 | 12/31/2023 | | Wiley BROS. Aintree Capital LLC | 6,050 | $500 | 03/31/2024 | | IWR | 6,050 | $500 | 03/31/2024 | | Forum Financial Management LP | 6,428 | $500 | 12/31/2023 | | IWR | 6,428 | $500 | 12/31/2023 | | Eight 31 Financial LLC | 6,432 | $500 | 12/31/2023 | | IWR | 6,432 | $500 | 12/31/2023 | | Signature Estate & Investment Advisors LLC | 6,418 | $499 | 12/31/2023 | | IWR | 6,418 | $499 | 12/31/2023 | | Cyndeo Wealth Partners LLC | 5,896 | $496 | 03/31/2024 | | IWR | 5,896 | $496 | 03/31/2024 | | Fort Washington Investment Advisors Inc. OH | 6,370 | $495 | 03/31/2024 | | IWR | 6,370 | $495 | 03/31/2024 | | Narus Financial Partners LLC | 5,882 | $495 | 03/31/2024 | | IWR | 5,882 | $495 | 03/31/2024 | | Gries Financial LLC | 6,365 | $495 | 12/31/2023 | | IWR | 6,365 | $495 | 12/31/2023 | | Planning Capital Management Corp | 5,863 | $493 | 03/31/2024 | | IWR | 5,863 | $493 | 03/31/2024 | | Financial Gravity Asset Management Inc. | 6,346 | $493 | 12/31/2023 | | IWR | 6,346 | $493 | 12/31/2023 | | Mathes Company Inc. | 6,301 | $490 | 12/31/2023 | | IWR | 6,301 | $490 | 12/31/2023 | | TFC Financial Management | 6,294 | $489 | 12/31/2023 | | IWR | 6,294 | $489 | 12/31/2023 | | Annapolis Financial Services LLC | 5,752 | $484 | 03/31/2024 | | IWR | 5,752 | $484 | 03/31/2024 | | Larson Financial Group LLC | 6,225 | $484 | 12/31/2023 | | IWR | 6,225 | $484 | 12/31/2023 | | Northeast Financial Consultants Inc | 6,208 | $483 | 12/31/2023 | | IWR | 6,208 | $483 | 12/31/2023 | | Alesco Advisors LLC | 6,200 | $482 | 12/31/2023 | | IWR | 6,200 | $482 | 12/31/2023 | | REDW Wealth LLC | 6,196 | $482 | 12/31/2023 | | IWR | 6,196 | $482 | 12/31/2023 | | Veracity Capital LLC | 5,705 | $480 | 03/31/2024 | | IWR | 5,705 | $480 | 03/31/2024 | | Obermeyer Wood Investment Counsel Lllp | 6,172 | $480 | 12/31/2023 | | IWR | 6,172 | $480 | 12/31/2023 | | Harbour Capital Advisors LLC | 5,769 | $477 | 03/31/2024 | | IWR | 5,769 | $477 | 03/31/2024 | | Caldwell Sutter Capital Inc. | 5,664 | $476 | 03/31/2024 | | IWR | 5,664 | $476 | 03/31/2024 | | Hollencrest Capital Management | 6,120 | $476 | 12/31/2023 | | IWR | 6,120 | $476 | 12/31/2023 | | First National Bank & Trust Co. of Newtown | 6,114 | $475 | 12/31/2023 | | IWR | 6,114 | $475 | 12/31/2023 | | Carnegie Capital Asset Management LLC | 6,116 | $475 | 12/31/2023 | | IWR | 6,116 | $475 | 12/31/2023 | | Ironwood Wealth Management LLC. | 5,617 | $472 | 03/31/2024 | | IWR | 5,617 | $472 | 03/31/2024 | | GYL Financial Synergies LLC | 6,041 | $470 | 12/31/2023 | | IWR | 6,041 | $470 | 12/31/2023 | | Edgemoor Investment Advisors Inc. | 5,960 | $463 | 12/31/2023 | | IWR | 5,960 | $463 | 12/31/2023 | | First PREMIER Bank | 5,482 | $461 | 03/31/2024 | | IWR | 5,482 | $461 | 03/31/2024 | | Register Financial Advisors LLC | 5,478 | $461 | 03/31/2024 | | IWR | 5,478 | $461 | 03/31/2024 | | Blodgett Wealth Advisors LLC | 5,468 | $460 | 03/31/2024 | | IWR | 5,468 | $460 | 03/31/2024 | | Capital Investment Advisors LLC | 5,453 | $459 | 03/31/2024 | | IWR | 5,453 | $459 | 03/31/2024 | | Vista Wealth Management Group LLC | 5,901 | $459 | 12/31/2023 | | IWR | 5,901 | $459 | 12/31/2023 | | Jamison Private Wealth Management Inc. | 5,449 | $458 | 03/31/2024 | | IWR | 5,449 | $458 | 03/31/2024 | | Lmcg Investments LLC | 5,871 | $456 | 12/31/2023 | | IWR | 5,871 | $456 | 12/31/2023 | | Wedgewood Investors Inc. PA | 5,854 | $455 | 12/31/2023 | | IWR | 5,854 | $455 | 12/31/2023 | | Brand Asset Management Group Inc. | 5,853 | $455 | 12/31/2023 | | IWR | 5,853 | $455 | 12/31/2023 | | Advisory Resource Group | 5,811 | $452 | 12/31/2023 | | IWR | 5,811 | $452 | 12/31/2023 | | Salomon & Ludwin LLC | 5,814 | $452 | 12/31/2023 | | IWR | 5,814 | $452 | 12/31/2023 | | Sage Financial Management Group Inc. | 5,784 | $450 | 12/31/2023 | | IWR | 5,784 | $450 | 12/31/2023 | | Tranquility Partners LLC | 5,777 | $449 | 12/31/2023 | | IWR | 5,777 | $449 | 12/31/2023 | | Private Capital Management LLC | 5,304 | $446 | 03/31/2024 | | IWR | 5,304 | $446 | 03/31/2024 | | BancorpSouth Bank | 5,733 | $446 | 12/31/2023 | | IWR | 5,733 | $446 | 12/31/2023 | | WealthShield Partners LLC | 5,692 | $442 | 12/31/2023 | | IWR | 5,692 | $442 | 12/31/2023 | | Zhang Financial LLC | 5,247 | $441 | 03/31/2024 | | IWR | 5,247 | $441 | 03/31/2024 | | SOL Capital Management CO | 5,180 | $436 | 03/31/2024 | | IWR | 5,180 | $436 | 03/31/2024 | | Founders Financial Alliance LLC | 5,614 | $436 | 12/31/2023 | | IWR | 5,614 | $436 | 12/31/2023 | | Summit Trail Advisors LLC | 5,172 | $435 | 03/31/2024 | | IWR | 5,172 | $435 | 03/31/2024 | | Parsons Capital Management Inc. RI | 5,156 | $434 | 03/31/2024 | | IWR | 5,156 | $434 | 03/31/2024 | | Nicolet Bankshares Inc. | 5,564 | $432 | 12/31/2023 | | IWR | 5,564 | $432 | 12/31/2023 | | Clarity Capital Partners LLC | 5,544 | $431 | 12/31/2023 | | IWR | 5,544 | $431 | 12/31/2023 | | Sfmg LLC | 5,528 | $430 | 12/31/2023 | | IWR | 5,528 | $430 | 12/31/2023 | | Reuter James Wealth Management LLC | 5,532 | $430 | 12/31/2023 | | IWR | 5,532 | $430 | 12/31/2023 | | Diversified Portfolios Inc. | 5,470 | $425 | 12/31/2023 | | IWR | 5,470 | $425 | 12/31/2023 | | Advisor OS LLC | 5,440 | $423 | 12/31/2023 | | IWR | 5,440 | $423 | 12/31/2023 | | E&G Advisors LP | 5,000 | $420 | 03/31/2024 | | IWR | 5,000 | $420 | 03/31/2024 | | Palisade Asset Management LLC | 5,398 | $420 | 12/31/2023 | | IWR | 5,398 | $420 | 12/31/2023 | | Invenio Wealth Partners LLC | 5,405 | $420 | 12/31/2023 | | IWR | 5,405 | $420 | 12/31/2023 | | Arthur M. Cohen & Associates LLC | 4,983 | $419 | 03/31/2024 | | IWR | 4,983 | $419 | 03/31/2024 | | StrategIQ Financial Group LLC | 5,396 | $419 | 12/31/2023 | | IWR | 5,396 | $419 | 12/31/2023 | | Moors & Cabot Inc. | 5,376 | $418 | 12/31/2023 | | IWR | 5,376 | $418 | 12/31/2023 | | Jaffetilchin Investment Partners LLC | 5,363 | $417 | 12/31/2023 | | IWR | 5,363 | $417 | 12/31/2023 | | Sonen Capital LLC | 5,320 | $414 | 12/31/2023 | | IWR | 5,320 | $414 | 12/31/2023 | | TCI Wealth Advisors Inc. | 5,325 | $414 | 12/31/2023 | | IWR | 5,325 | $414 | 12/31/2023 | | Freestone Capital Holdings LLC | 5,317 | $413 | 12/31/2023 | | IWR | 5,317 | $413 | 12/31/2023 | | Callan Capital LLC | 5,277 | $410 | 12/31/2023 | | IWR | 5,277 | $410 | 12/31/2023 | | Plancorp LLC | 5,272 | $410 | 12/31/2023 | | IWR | 5,272 | $410 | 12/31/2023 | | HBC Financial Services PLLC | 5,266 | $409 | 12/31/2023 | | IWR | 5,266 | $409 | 12/31/2023 | | Flagship Private Wealth LLC | 5,250 | $408 | 12/31/2023 | | IWR | 5,250 | $408 | 12/31/2023 | | First Financialcorp IN | 4,840 | $407 | 03/31/2024 | | IWR | 4,840 | $407 | 03/31/2024 | | GHP Investment Advisors Inc. | 4,836 | $407 | 03/31/2024 | | IWR | 4,836 | $407 | 03/31/2024 | | Creative Financial Designs Inc. ADV | 5,209 | $405 | 12/31/2023 | | IWR | 5,209 | $405 | 12/31/2023 | | Walled Lake Planning & Wealth Management LLC | 5,209 | $405 | 12/31/2023 | | IWR | 5,209 | $405 | 12/31/2023 | | Brasada Capital Management LP | 5,191 | $403 | 12/31/2023 | | IWR | 5,191 | $403 | 12/31/2023 | | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 5,143 | $400 | 12/31/2023 | | IWR | 5,143 | $400 | 12/31/2023 | | Encompass Wealth Advisors LLC | 5,129 | $399 | 12/31/2023 | | IWR | 5,129 | $399 | 12/31/2023 | | Affinity Capital Advisors LLC | 4,709 | $396 | 03/31/2024 | | IWR | 4,709 | $396 | 03/31/2024 | | Gratus Capital LLC | 5,100 | $396 | 12/31/2023 | | IWR | 5,100 | $396 | 12/31/2023 | | Castle Wealth Management LLC | 5,080 | $395 | 12/31/2023 | | IWR | 5,080 | $395 | 12/31/2023 | | Spinnaker Trust | 5,050 | $393 | 12/31/2023 | | IWR | 5,050 | $393 | 12/31/2023 | | Howland Capital Management LLC | 5,049 | $392 | 12/31/2023 | | IWR | 5,049 | $392 | 12/31/2023 | | Weil Company Inc. | 5,036 | $391 | 12/31/2023 | | IWR | 5,036 | $391 | 12/31/2023 | | Herold Advisors Inc. | 5,000 | $389 | 12/31/2023 | | IWR | 5,000 | $389 | 12/31/2023 | | SilverOak Wealth Management LLC | 4,986 | $388 | 12/31/2023 | | IWR | 4,986 | $388 | 12/31/2023 | | West Oak Capital LLC | 4,600 | $387 | 03/31/2024 | | IWR | 4,600 | $387 | 03/31/2024 | | Wintrust Investments LLC | 4,982 | $387 | 12/31/2023 | | IWR | 4,982 | $387 | 12/31/2023 | | HM Payson & Co. | 4,952 | $385 | 12/31/2023 | | IWR | 4,952 | $385 | 12/31/2023 | | Cassia Capital Partners LLC | 4,564 | $384 | 03/31/2024 | | IWR | 4,564 | $384 | 03/31/2024 | | Flagstone Financial Management | 4,922 | $383 | 12/31/2023 | | IWR | 4,922 | $383 | 12/31/2023 | | Eagle Asset Management Inc. | 4,920 | $382 | 12/31/2023 | | IWR | 4,920 | $382 | 12/31/2023 | | Arrow Financial Corp | 4,895 | $380 | 12/31/2023 | | IWR | 4,895 | $380 | 12/31/2023 | | SJA Financial Advisory LLC | 4,894 | $380 | 12/31/2023 | | IWR | 4,894 | $380 | 12/31/2023 | | Wealth Dimensions Group Ltd. | 4,870 | $379 | 12/31/2023 | | IWR | 4,870 | $379 | 12/31/2023 | | Roble Belko & Company Inc | 4,488 | $377 | 03/31/2024 | | IWR | 4,488 | $377 | 03/31/2024 | | MTM Investment Management LLC | 4,466 | $376 | 03/31/2024 | | IWR | 4,466 | $376 | 03/31/2024 | | Legacy Financial Advisors Inc. | 4,819 | $375 | 12/31/2023 | | IWR | 4,819 | $375 | 12/31/2023 | | Checchi Capital Advisers LLC | 4,436 | $373 | 03/31/2024 | | IWR | 4,436 | $373 | 03/31/2024 | | Phoenix Wealth Advisors | 4,435 | $373 | 03/31/2024 | | IWR | 4,435 | $373 | 03/31/2024 | | Financial Advocates Investment Management | 4,796 | $373 | 12/31/2023 | | IWR | 4,796 | $373 | 12/31/2023 | | NCM Capital Management LLC | 4,801 | $373 | 12/31/2023 | | IWR | 4,801 | $373 | 12/31/2023 | | HMS Capital Management LLC | 4,393 | $369 | 03/31/2024 | | IWR | 4,393 | $369 | 03/31/2024 | | Relative Value Partners Group LLC | 4,743 | $369 | 12/31/2023 | | IWR | 4,743 | $369 | 12/31/2023 | | RWM Asset Management LLC | 4,371 | $368 | 03/31/2024 | | IWR | 4,371 | $368 | 03/31/2024 | | HTLF Bank | 4,377 | $368 | 03/31/2024 | | IWR | 4,377 | $368 | 03/31/2024 | | Jefferies Financial Group Inc. | 4,740 | $368 | 12/31/2023 | | IWR | 4,740 | $368 | 12/31/2023 | | Prosperity Consulting Group LLC | 4,738 | $368 | 12/31/2023 | | IWR | 4,738 | $368 | 12/31/2023 | | West Coast Financial LLC | 4,364 | $367 | 03/31/2024 | | IWR | 4,364 | $367 | 03/31/2024 | | Colorado Capital Management Inc. | 4,365 | $367 | 03/31/2024 | | IWR | 4,365 | $367 | 03/31/2024 | | Rehmann Capital Advisory Group | 4,717 | $367 | 12/31/2023 | | IWR | 4,717 | $367 | 12/31/2023 | | Trust Co | 4,353 | $366 | 03/31/2024 | | IWR | 4,353 | $366 | 03/31/2024 | | Optas LLC | 4,345 | $365 | 03/31/2024 | | IWR | 4,345 | $365 | 03/31/2024 | | Mach 1 Financial Group Inc. | 4,660 | $362 | 12/31/2023 | | IWR | 4,660 | $362 | 12/31/2023 | | Ascent Group LLC | 4,574 | $362 | 12/31/2023 | | IWR | 4,574 | $362 | 12/31/2023 | | Valley National Advisers Inc. | 4,284 | $360 | 03/31/2024 | | IWR | 4,284 | $360 | 03/31/2024 | | Equita Financial Network Inc. | 4,631 | $360 | 12/31/2023 | | IWR | 4,631 | $360 | 12/31/2023 | | London Co. of Virginia | 4,606 | $358 | 12/31/2023 | | IWR | 4,606 | $358 | 12/31/2023 | | Holistic Financial Partners | 4,600 | $358 | 12/31/2023 | | IWR | 4,600 | $358 | 12/31/2023 | | Bouchey Financial Group Ltd | 4,229 | $356 | 03/31/2024 | | IWR | 4,229 | $356 | 03/31/2024 | | Aaron Wealth Advisors | 4,222 | $355 | 03/31/2024 | | IWR | 4,222 | $355 | 03/31/2024 | | PBMares Wealth Management LLC | 4,553 | $354 | 12/31/2023 | | IWR | 4,553 | $354 | 12/31/2023 | | Willow Creek Wealth Management Inc. | 4,538 | $353 | 12/31/2023 | | IWR | 4,538 | $353 | 12/31/2023 | | Arbor Investment Advisors LLC | 4,161 | $350 | 03/31/2024 | | IWR | 4,161 | $350 | 03/31/2024 | | First Personal Financial Services | 4,144 | $348 | 03/31/2024 | | IWR | 4,144 | $348 | 03/31/2024 | | Versant Capital Management Inc | 4,144 | $348 | 03/31/2024 | | IWR | 4,144 | $348 | 03/31/2024 | | Flagship Harbor Advisors LLC | 4,110 | $346 | 03/31/2024 | | IWR | 4,110 | $346 | 03/31/2024 | | Hancock Whitney Corp | 4,454 | $346 | 12/31/2023 | | IWR | 4,454 | $346 | 12/31/2023 | | Northeast Investment Management | 4,446 | $346 | 12/31/2023 | | IWR | 4,446 | $346 | 12/31/2023 | | PFG Advisors | 4,424 | $344 | 12/31/2023 | | IWR | 4,424 | $344 | 12/31/2023 | | BlueChip Wealth Advisors LLC | 4,423 | $344 | 12/31/2023 | | IWR | 4,423 | $344 | 12/31/2023 | | Bell Bank | 4,073 | $342 | 03/31/2024 | | IWR | 4,073 | $342 | 03/31/2024 | | Vestmark Advisory Solutions Inc. | 4,402 | $342 | 12/31/2023 | | IWR | 4,402 | $342 | 12/31/2023 | | Edge Capital Group LLC | 4,405 | $342 | 12/31/2023 | | IWR | 4,405 | $342 | 12/31/2023 | | Aprio Wealth Management LLC | 4,043 | $340 | 03/31/2024 | | IWR | 4,043 | $340 | 03/31/2024 | | Fiduciary Group LLC | 4,372 | $340 | 12/31/2023 | | IWR | 4,372 | $340 | 12/31/2023 | | Bernardo Wealth Planning LLC | 4,364 | $339 | 12/31/2023 | | IWR | 4,364 | $339 | 12/31/2023 | | MWA Asset Management | 4,334 | $337 | 12/31/2023 | | IWR | 4,334 | $337 | 12/31/2023 | | Fortitude Advisory Group L.L.C. | 4,310 | $335 | 12/31/2023 | | IWR | 4,310 | $335 | 12/31/2023 | | KMG Fiduciary Partners LLC | 3,976 | $334 | 03/31/2024 | | IWR | 3,976 | $334 | 03/31/2024 | | JGP Wealth Management LLC | 3,951 | $332 | 03/31/2024 | | IWR | 3,951 | $332 | 03/31/2024 | | Community Bank of Raymore | 3,929 | $330 | 03/31/2024 | | IWR | 3,929 | $330 | 03/31/2024 | | Total Clarity Wealth Management Inc. | 3,914 | $329 | 03/31/2024 | | IWR | 3,914 | $329 | 03/31/2024 | | Trust Co. of Vermont | 4,236 | $329 | 12/31/2023 | | IWR | 4,236 | $329 | 12/31/2023 | | Truepoint Inc. | 4,219 | $328 | 12/31/2023 | | IWR | 4,219 | $328 | 12/31/2023 | | Peddock Capital Advisors LLC | 4,201 | $327 | 12/31/2023 | | IWR | 4,201 | $327 | 12/31/2023 | | Wellington Management Group LLP | 4,200 | $326 | 12/31/2023 | | IWR | 4,200 | $326 | 12/31/2023 | | Sentinel Trust Co. LBA | 4,165 | $324 | 12/31/2023 | | IWR | 4,165 | $324 | 12/31/2023 | | Hohimer Wealth Management LLC | 4,150 | $323 | 12/31/2023 | | IWR | 4,150 | $323 | 12/31/2023 | | Relyea Zuckerberg Hanson LLC | 3,835 | $322 | 03/31/2024 | | IWR | 3,835 | $322 | 03/31/2024 | | Patriot Financial Group Insurance Agency LLC | 4,129 | $321 | 12/31/2023 | | IWR | 4,129 | $321 | 12/31/2023 | | Congress Wealth Management LLC DE | 3,804 | $320 | 03/31/2024 | | IWR | 3,804 | $320 | 03/31/2024 | | Buckingham Strategic Partners | 4,122 | $320 | 12/31/2023 | | IWR | 4,122 | $320 | 12/31/2023 | | ARS Wealth Advisors Group LLC | 4,111 | $320 | 12/31/2023 | | IWR | 4,111 | $320 | 12/31/2023 | | Mitchell Mcleod Pugh & Williams Inc. | 4,098 | $319 | 12/31/2023 | | IWR | 4,098 | $319 | 12/31/2023 | | Baker Avenue Asset Management LP | 4,075 | $317 | 12/31/2023 | | IWR | 4,075 | $317 | 12/31/2023 | | QRG Capital Management Inc. | 4,084 | $317 | 12/31/2023 | | IWR | 4,084 | $317 | 12/31/2023 | | Lutz Financial Services LLC | 4,068 | $316 | 12/31/2023 | | IWR | 4,068 | $316 | 12/31/2023 | | Everhart Financial Group Inc. | 4,063 | $316 | 12/31/2023 | | IWR | 4,063 | $316 | 12/31/2023 | | Fragasso Group Inc. | 3,714 | $312 | 03/31/2024 | | IWR | 3,714 | $312 | 03/31/2024 | | Biltmore Family Office LLC | 4,000 | $311 | 12/31/2023 | | IWR | 4,000 | $311 | 12/31/2023 | | Peak Asset Management LLC | 3,975 | $309 | 12/31/2023 | | IWR | 3,975 | $309 | 12/31/2023 | | Landmark Wealth Management LLC | 3,660 | $308 | 03/31/2024 | | IWR | 3,660 | $308 | 03/31/2024 | | Abundance Wealth Counselors | 3,598 | $303 | 03/31/2024 | | IWR | 3,598 | $303 | 03/31/2024 | | CPA Asset Management LLC | 3,899 | $303 | 12/31/2023 | | IWR | 3,899 | $303 | 12/31/2023 | | McClarren Financial Advisors Inc. | 3,889 | $302 | 12/31/2023 | | IWR | 3,889 | $302 | 12/31/2023 | | Bordeaux Wealth Advisors LLC | 3,866 | $301 | 12/31/2023 | | IWR | 3,866 | $301 | 12/31/2023 | | Fairman Group LLC | 3,868 | $301 | 12/31/2023 | | IWR | 3,868 | $301 | 12/31/2023 | | Adirondack Trust Co. | 3,557 | $299 | 03/31/2024 | | IWR | 3,557 | $299 | 03/31/2024 | | D. Scott Neal Inc. | 3,560 | $299 | 03/31/2024 | | IWR | 3,560 | $299 | 03/31/2024 | | NBW Capital LLC | 3,835 | $298 | 12/31/2023 | | IWR | 3,835 | $298 | 12/31/2023 | | LWS Wealth Advisors Inc. | 3,835 | $298 | 12/31/2023 | | IWR | 3,835 | $298 | 12/31/2023 | | Unionview LLC | 3,829 | $298 | 12/31/2023 | | IWR | 3,829 | $298 | 12/31/2023 | | PACK Private Wealth LLC | 3,822 | $297 | 12/31/2023 | | IWR | 3,822 | $297 | 12/31/2023 | | Financial Alternatives Inc | 3,814 | $296 | 12/31/2023 | | IWR | 3,814 | $296 | 12/31/2023 | | Evermay Wealth Management LLC | 3,784 | $294 | 12/31/2023 | | IWR | 3,784 | $294 | 12/31/2023 | | Winthrop Capital Management LLC | 3,776 | $294 | 12/31/2023 | | IWR | 3,776 | $294 | 12/31/2023 | | CRA Financial Services LLC | 3,486 | $293 | 03/31/2024 | | IWR | 3,486 | $293 | 03/31/2024 | | Merit Financial Group LLC | 3,772 | $293 | 12/31/2023 | | IWR | 3,772 | $293 | 12/31/2023 | | Sax Wealth Advisors LLC | 3,769 | $293 | 12/31/2023 | | IWR | 3,769 | $293 | 12/31/2023 | | Topel & Distasi Wealth Management LLC | 3,752 | $292 | 12/31/2023 | | IWR | 3,752 | $292 | 12/31/2023 | | Boston Common Asset Management LLC | 3,444 | $290 | 03/31/2024 | | IWR | 3,444 | $290 | 03/31/2024 | | Bruce G. Allen Investments LLC | 3,439 | $289 | 03/31/2024 | | IWR | 3,439 | $289 | 03/31/2024 | | Global Strategic Investment Solutions LLC | 3,718 | $289 | 12/31/2023 | | IWR | 3,718 | $289 | 12/31/2023 | | Kolinsky Wealth Management LLC | 3,712 | $289 | 12/31/2023 | | IWR | 3,712 | $289 | 12/31/2023 | | IMS Capital Management | 3,700 | $288 | 12/31/2023 | | IWR | 3,700 | $288 | 12/31/2023 | | First Manhattan Co. | 3,686 | $287 | 12/31/2023 | | IWR | 3,686 | $287 | 12/31/2023 | | Facet Wealth Inc. | 3,708 | $287 | 12/31/2023 | | IWR | 3,708 | $287 | 12/31/2023 | | Magnus Financial Group LLC | 3,688 | $287 | 12/31/2023 | | IWR | 3,688 | $287 | 12/31/2023 | | Fund Evaluation Group LLC | 3,681 | $286 | 12/31/2023 | | IWR | 3,681 | $286 | 12/31/2023 | | Penobscot Investment Management Company Inc. | 3,678 | $286 | 12/31/2023 | | IWR | 3,678 | $286 | 12/31/2023 | | United Community Bank | 3,681 | $286 | 12/31/2023 | | IWR | 3,681 | $286 | 12/31/2023 | | Riverview Trust Co | 3,395 | $285 | 03/31/2024 | | IWR | 3,395 | $285 | 03/31/2024 | | Monte Financial Group LLC | 3,649 | $284 | 12/31/2023 | | IWR | 3,649 | $284 | 12/31/2023 | | Detalus Advisors LLC | 3,361 | $283 | 03/31/2024 | | IWR | 3,361 | $283 | 03/31/2024 | | Enzi Wealth | 3,555 | $283 | 03/31/2024 | | IWR | 3,555 | $283 | 03/31/2024 | | James J. Burns & Company LLC | 3,414 | $282 | 03/31/2024 | | IWR | 3,414 | $282 | 03/31/2024 | | Dover Advisors LLC | 3,626 | $282 | 12/31/2023 | | IWR | 3,626 | $282 | 12/31/2023 | | Lbmc Investment Advisors LLC | 3,347 | $281 | 03/31/2024 | | IWR | 3,347 | $281 | 03/31/2024 | | Capital Analysts LLC | 3,610 | $280 | 12/31/2023 | | IWR | 3,610 | $280 | 12/31/2023 | | Betterment LLC | 3,597 | $280 | 12/31/2023 | | IWR | 3,597 | $280 | 12/31/2023 | | We Are One Seven LLC | 3,597 | $280 | 12/31/2023 | | IWR | 3,597 | $280 | 12/31/2023 | | Mission Creek Capital Partners Inc. | 3,600 | $280 | 12/31/2023 | | IWR | 3,600 | $280 | 12/31/2023 | | Catalytic Wealth RIA LLC | 3,600 | $280 | 12/31/2023 | | IWR | 3,600 | $280 | 12/31/2023 | | Atlantic Edge Private Wealth Management LLC | 3,586 | $279 | 12/31/2023 | | IWR | 3,586 | $279 | 12/31/2023 | | Von Berge Wealth Management Group LLC | 3,310 | $278 | 03/31/2024 | | IWR | 3,310 | $278 | 03/31/2024 | | Marino Stram & Associates LLC | 3,290 | $277 | 03/31/2024 | | IWR | 3,290 | $277 | 03/31/2024 | | O ROURKE & COMPANY Inc | 3,299 | $277 | 03/31/2024 | | IWR | 3,299 | $277 | 03/31/2024 | | Horan Securities Inc. | 3,565 | $277 | 12/31/2023 | | IWR | 3,565 | $277 | 12/31/2023 | | Summit Global Investments | 3,535 | $275 | 12/31/2023 | | IWR | 3,535 | $275 | 12/31/2023 | | Waterfront Wealth Inc. | 3,537 | $275 | 12/31/2023 | | IWR | 3,537 | $275 | 12/31/2023 | | Victory Financial Group LLC | 3,544 | $275 | 12/31/2023 | | IWR | 3,544 | $275 | 12/31/2023 | | Vantage Financial Partners LLC | 3,524 | $274 | 12/31/2023 | | IWR | 3,524 | $274 | 12/31/2023 | | LVZ Advisors Inc. | 3,249 | $273 | 03/31/2024 | | IWR | 3,249 | $273 | 03/31/2024 | | Tennessee Valley Asset Management Partners | 3,247 | $273 | 03/31/2024 | | IWR | 3,247 | $273 | 03/31/2024 | | Oak Harbor Wealth Partners LLC | 3,250 | $273 | 03/31/2024 | | IWR | 3,250 | $273 | 03/31/2024 | | Marks Group Wealth Management Inc | 3,509 | $273 | 12/31/2023 | | IWR | 3,509 | $273 | 12/31/2023 | | Advisory Alpha LLC | 3,493 | $272 | 12/31/2023 | | IWR | 3,493 | $272 | 12/31/2023 | | Enterprise Bank & Trust Co | 3,190 | $268 | 03/31/2024 | | IWR | 3,190 | $268 | 03/31/2024 | | Romano Brothers AND Company | 3,170 | $267 | 03/31/2024 | | IWR | 3,170 | $267 | 03/31/2024 | | Clear Creek Financial Management LLC | 3,176 | $267 | 03/31/2024 | | IWR | 3,176 | $267 | 03/31/2024 | | ProVise Management Group LLC | 3,431 | $267 | 12/31/2023 | | IWR | 3,431 | $267 | 12/31/2023 | | Trail Ridge Investment Advisors LLC | 3,432 | $267 | 12/31/2023 | | IWR | 3,432 | $267 | 12/31/2023 | | Park Place Capital Corp | 3,165 | $266 | 03/31/2024 | | IWR | 3,165 | $266 | 03/31/2024 | | Joel Isaacson & Co. LLC | 3,403 | $265 | 12/31/2023 | | IWR | 3,403 | $265 | 12/31/2023 | | Acima Private Wealth LLC | 3,404 | $265 | 12/31/2023 | | IWR | 3,404 | $265 | 12/31/2023 | | Strategic Blueprint LLC | 3,143 | $264 | 03/31/2024 | | IWR | 3,143 | $264 | 03/31/2024 | | Tortoise Investment Management LLC | 3,400 | $264 | 12/31/2023 | | IWR | 3,400 | $264 | 12/31/2023 | | Emerald Advisors LLC | 3,117 | $262 | 03/31/2024 | | IWR | 3,117 | $262 | 03/31/2024 | | WealthCollab LLC | 3,366 | $262 | 12/31/2023 | | IWR | 3,366 | $262 | 12/31/2023 | | Brookstone Capital Management | 3,077 | $259 | 03/31/2024 | | IWR | 3,077 | $259 | 03/31/2024 | | Octavia Wealth Advisors LLC | 3,075 | $259 | 03/31/2024 | | IWR | 3,075 | $259 | 03/31/2024 | | SignalPoint Asset Management LLC | 3,063 | $258 | 03/31/2024 | | IWR | 3,063 | $258 | 03/31/2024 | | Kingswood Wealth Advisors LLC | 3,068 | $258 | 03/31/2024 | | IWR | 3,068 | $258 | 03/31/2024 | | Guyasuta Investment Advisors Inc. | 3,300 | $257 | 03/31/2024 | | IWR | 3,300 | $257 | 03/31/2024 | | Ulland Investment Advisors LLC | 3,060 | $257 | 03/31/2024 | | IWR | 3,060 | $257 | 03/31/2024 | | Objectivity Squared LLC | 3,135 | $257 | 03/31/2024 | | IWR | 3,135 | $257 | 03/31/2024 | | Townsquare Capital LLC | 3,302 | $257 | 12/31/2023 | | IWR | 3,302 | $257 | 12/31/2023 | | Main Line Retirement Advisors LLC | 3,043 | $256 | 03/31/2024 | | IWR | 3,043 | $256 | 03/31/2024 | | Great Oak Capital Partners LLC | 3,049 | $256 | 03/31/2024 | | IWR | 3,049 | $256 | 03/31/2024 | | Meridian Investment Counsel Inc. | 3,275 | $255 | 12/31/2023 | | IWR | 3,275 | $255 | 12/31/2023 | | TFG Advisers LLC | 3,286 | $255 | 12/31/2023 | | IWR | 3,286 | $255 | 12/31/2023 | | Weaver Consulting Group | 3,024 | $254 | 03/31/2024 | | IWR | 3,024 | $254 | 03/31/2024 | | Members Advisory Group LLC | 3,016 | $254 | 03/31/2024 | | IWR | 3,016 | $254 | 03/31/2024 | | One Day In July LLC | 3,008 | $253 | 03/31/2024 | | IWR | 3,008 | $253 | 03/31/2024 | | Galvin Gaustad & Stein LLC | 3,014 | $253 | 03/31/2024 | | IWR | 3,014 | $253 | 03/31/2024 | | Eclectic Associates Inc. ADV | 3,000 | $252 | 03/31/2024 | | IWR | 3,000 | $252 | 03/31/2024 | | Alpha Omega Wealth Management LLC | 2,998 | $252 | 03/31/2024 | | IWR | 2,998 | $252 | 03/31/2024 | | DHJJ Financial Advisors Ltd. | 3,000 | $252 | 03/31/2024 | | IWR | 3,000 | $252 | 03/31/2024 | | Family Investment Center Inc. | 2,992 | $252 | 03/31/2024 | | IWR | 2,992 | $252 | 03/31/2024 | | Sather Financial Group Inc | 3,242 | $252 | 12/31/2023 | | IWR | 3,242 | $252 | 12/31/2023 | | Vaughan David Investments LLC IL | 3,194 | $248 | 12/31/2023 | | IWR | 3,194 | $248 | 12/31/2023 | | First Bank & Trust | 2,943 | $247 | 03/31/2024 | | IWR | 2,943 | $247 | 03/31/2024 | | RFG Advisory LLC | 2,931 | $246 | 03/31/2024 | | IWR | 2,931 | $246 | 03/31/2024 | | Apexium Financial LP | 2,922 | $246 | 03/31/2024 | | IWR | 2,922 | $246 | 03/31/2024 | | Madison Asset Management LLC | 3,162 | $246 | 12/31/2023 | | IWR | 3,162 | $246 | 12/31/2023 | | Formidable Asset Management LLC | 3,160 | $246 | 12/31/2023 | | IWR | 3,160 | $246 | 12/31/2023 | | International Assets Investment Management LLC | 2,935 | $245 | 03/31/2024 | | IWR | 2,935 | $245 | 03/31/2024 | | TruWealth Advisors LLC | 2,905 | $244 | 03/31/2024 | | IWR | 2,905 | $244 | 03/31/2024 | | Townsend Asset Management Corp NC ADV | 3,142 | $244 | 12/31/2023 | | IWR | 3,142 | $244 | 12/31/2023 | | Fidelity D & D Bancorp Inc. | 2,889 | $243 | 03/31/2024 | | IWR | 2,889 | $243 | 03/31/2024 | | Flaharty Asset Management LLC | 3,125 | $243 | 12/31/2023 | | IWR | 3,125 | $243 | 12/31/2023 | | Olistico Wealth LLC | 2,861 | $241 | 03/31/2024 | | IWR | 2,861 | $241 | 03/31/2024 | | Fairfield Bush & CO. | 3,098 | $241 | 12/31/2023 | | IWR | 3,098 | $241 | 12/31/2023 | | Marble Harbor Investment Counsel LLC | 3,095 | $241 | 12/31/2023 | | IWR | 3,095 | $241 | 12/31/2023 | | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 3,084 | $240 | 12/31/2023 | | IWR | 3,084 | $240 | 12/31/2023 | | CBIZ Investment Advisory Services LLC | 3,094 | $240 | 12/31/2023 | | IWR | 3,094 | $240 | 12/31/2023 | | AlTi Global Inc. | 3,086 | $240 | 12/31/2023 | | IWR | 3,086 | $240 | 12/31/2023 | | Davis Investment Partners LLC | 2,868 | $239 | 03/31/2024 | | IWR | 2,868 | $239 | 03/31/2024 | | Poehling Capital Management LLC | 3,076 | $239 | 12/31/2023 | | IWR | 3,076 | $239 | 12/31/2023 | | Savvy Advisors Inc. | 3,080 | $239 | 12/31/2023 | | IWR | 3,080 | $239 | 12/31/2023 | | Perkins Coie Trust Co | 2,800 | $235 | 03/31/2024 | | IWR | 2,800 | $235 | 03/31/2024 | | Pacific Sun Financial Corp | 3,020 | $235 | 12/31/2023 | | IWR | 3,020 | $235 | 12/31/2023 | | Honkamp Krueger Financial Services Inc. | 3,023 | $235 | 12/31/2023 | | IWR | 3,023 | $235 | 12/31/2023 | | Northern Oak Wealth Management Inc. | 3,028 | $235 | 12/31/2023 | | IWR | 3,028 | $235 | 12/31/2023 | | Hilltop Partners LLC | 3,029 | $235 | 12/31/2023 | | IWR | 3,029 | $235 | 12/31/2023 | | Signaturefd LLC | 3,015 | $234 | 12/31/2023 | | IWR | 3,015 | $234 | 12/31/2023 | | Arete Wealth Advisors LLC | 3,005 | $234 | 12/31/2023 | | IWR | 3,005 | $234 | 12/31/2023 | | First American Trust FSB | 2,983 | $232 | 12/31/2023 | | IWR | 2,983 | $232 | 12/31/2023 | | Marion Wealth Management | 2,750 | $231 | 03/31/2024 | | IWR | 2,750 | $231 | 03/31/2024 | | GSB Wealth Management LLC | 2,975 | $231 | 12/31/2023 | | IWR | 2,975 | $231 | 12/31/2023 | | Fairhaven Wealth Management LLC | 2,958 | $230 | 12/31/2023 | | IWR | 2,958 | $230 | 12/31/2023 | | NBT Bank N A NY | 2,722 | $229 | 03/31/2024 | | IWR | 2,722 | $229 | 03/31/2024 | | Belpointe Asset Management LLC | 2,950 | $229 | 12/31/2023 | | IWR | 2,950 | $229 | 12/31/2023 | | Royal Harbor Partners LLC | 2,948 | $229 | 12/31/2023 | | IWR | 2,948 | $229 | 12/31/2023 | | Gradient Investments LLC | 2,707 | $228 | 03/31/2024 | | IWR | 2,707 | $228 | 03/31/2024 | | DGS Capital Management LLC | 2,712 | $228 | 03/31/2024 | | IWR | 2,712 | $228 | 03/31/2024 | | TCTC Holdings LLC | 2,934 | $228 | 12/31/2023 | | IWR | 2,934 | $228 | 12/31/2023 | | Personal CFO Solutions LLC | 2,934 | $228 | 12/31/2023 | | IWR | 2,934 | $228 | 12/31/2023 | | Aspen Investment Management Inc | 2,700 | $227 | 03/31/2024 | | IWR | 2,700 | $227 | 03/31/2024 | | Fernwood Investment Management LLC | 2,920 | $227 | 12/31/2023 | | IWR | 2,920 | $227 | 12/31/2023 | | TAGStone Capital Inc. | 2,915 | $227 | 12/31/2023 | | IWR | 2,915 | $227 | 12/31/2023 | | jvl associates llc | 2,676 | $225 | 03/31/2024 | | IWR | 2,676 | $225 | 03/31/2024 | | Security Financial Services INC. | 2,658 | $224 | 03/31/2024 | | IWR | 2,658 | $224 | 03/31/2024 | | King Wealth | 2,885 | $224 | 12/31/2023 | | IWR | 2,885 | $224 | 12/31/2023 | | Good Life Advisors LLC | 2,884 | $224 | 12/31/2023 | | IWR | 2,884 | $224 | 12/31/2023 | | Silverleafe Capital Partners LLC | 2,640 | $222 | 03/31/2024 | | IWR | 2,640 | $222 | 03/31/2024 | | Thrive Wealth Management LLC | 2,633 | $221 | 03/31/2024 | | IWR | 2,633 | $221 | 03/31/2024 | | Hirtle Callaghan & Co LLC | 2,838 | $221 | 12/31/2023 | | IWR | 2,838 | $221 | 12/31/2023 | | GW&K Investment Management LLC | 2,836 | $220 | 12/31/2023 | | IWR | 2,836 | $220 | 12/31/2023 | | American Money Management LLC | 2,800 | $218 | 12/31/2023 | | IWR | 2,800 | $218 | 12/31/2023 | | Horizons Wealth Management | 2,793 | $217 | 03/31/2024 | | IWR | 2,793 | $217 | 03/31/2024 | | Scotia Capital Inc. | 2,768 | $215 | 12/31/2023 | | IWR | 2,768 | $215 | 12/31/2023 | | Russell Investments Group Ltd. | 2,764 | $215 | 12/31/2023 | | IWR | 2,764 | $215 | 12/31/2023 | | Signal Advisors Wealth LLC | 2,545 | $214 | 03/31/2024 | | IWR | 2,545 | $214 | 03/31/2024 | | Madden Advisory Services Inc. | 2,735 | $213 | 12/31/2023 | | IWR | 2,735 | $213 | 12/31/2023 | | Wealth Group Ltd | 2,753 | $213 | 12/31/2023 | | IWR | 2,753 | $213 | 12/31/2023 | | Aua Capital Management LLC | 2,519 | $212 | 03/31/2024 | | IWR | 2,519 | $212 | 03/31/2024 | | HighMark Wealth Management LLC | 2,722 | $212 | 12/31/2023 | | IWR | 2,722 | $212 | 12/31/2023 | | Vickerman Investment Advisors Inc. | 2,714 | $211 | 12/31/2023 | | IWR | 2,714 | $211 | 12/31/2023 | | Consolidated Portfolio Review Corp | 2,715 | $211 | 12/31/2023 | | IWR | 2,715 | $211 | 12/31/2023 | | Stephenson & Company Inc. | 2,700 | $210 | 12/31/2023 | | IWR | 2,700 | $210 | 12/31/2023 | | Main Street Financial Solutions LLC | 2,488 | $209 | 03/31/2024 | | IWR | 2,488 | $209 | 03/31/2024 | | McAdam LLC | 2,469 | $208 | 03/31/2024 | | IWR | 2,469 | $208 | 03/31/2024 | | Willis Johnson & Associates Inc. | 2,462 | $207 | 03/31/2024 | | IWR | 2,462 | $207 | 03/31/2024 | | Keystone Wealth Services LLC | 2,456 | $207 | 03/31/2024 | | IWR | 2,456 | $207 | 03/31/2024 | | MainStreet Investment Advisors LLC | 2,660 | $207 | 12/31/2023 | | IWR | 2,660 | $207 | 12/31/2023 | | Monterey Private Wealth Inc. | 2,452 | $206 | 03/31/2024 | | IWR | 2,452 | $206 | 03/31/2024 | | Mason Investment Advisory Services Inc. | 2,656 | $206 | 12/31/2023 | | IWR | 2,656 | $206 | 12/31/2023 | | 17 Capital Partners LLC | 2,440 | $205 | 03/31/2024 | | IWR | 2,440 | $205 | 03/31/2024 | | Claro Advisors LLC | 2,440 | $205 | 03/31/2024 | | IWR | 2,440 | $205 | 03/31/2024 | | Ledyard National Bank | 2,638 | $205 | 12/31/2023 | | IWR | 2,638 | $205 | 12/31/2023 | | Abner Herrman & Brock LLC | 2,409 | $203 | 03/31/2024 | | IWR | 2,409 | $203 | 03/31/2024 | | Veriti Management LLC | 2,416 | $203 | 03/31/2024 | | IWR | 2,416 | $203 | 03/31/2024 | | Dfpg Investments LLC | 2,673 | $203 | 12/31/2023 | | IWR | 2,673 | $203 | 12/31/2023 | | O Brien Wealth Partners LLC | 2,406 | $202 | 03/31/2024 | | IWR | 2,406 | $202 | 03/31/2024 | | Burney Co. | 2,600 | $202 | 12/31/2023 | | IWR | 2,600 | $202 | 12/31/2023 | | Hyman Charles D | 2,595 | $202 | 12/31/2023 | | IWR | 2,595 | $202 | 12/31/2023 | | ICONIQ Capital LLC | 2,595 | $202 | 12/31/2023 | | IWR | 2,595 | $202 | 12/31/2023 | | Summit X LLC | 2,566 | $202 | 12/31/2023 | | IWR | 2,566 | $202 | 12/31/2023 | | Rodgers & Associates LTD | 2,591 | $201 | 12/31/2023 | | IWR | 2,591 | $201 | 12/31/2023 | | Nelson Van Denburg & Campbell Wealth Management Group LLC | 2,543 | $198 | 12/31/2023 | | IWR | 2,543 | $198 | 12/31/2023 | | Blue Chip Partners Inc. | 2,288 | $192 | 03/31/2024 | | IWR | 2,288 | $192 | 03/31/2024 | | Covenant Partners LLC | 2,469 | $192 | 12/31/2023 | | IWR | 2,469 | $192 | 12/31/2023 | | Hillman Capital Management Inc. | 2,473 | $192 | 12/31/2023 | | IWR | 2,473 | $192 | 12/31/2023 | | AdvisorNet Financial Inc | 2,232 | $188 | 03/31/2024 | | IWR | 2,232 | $188 | 03/31/2024 | | Cassady Schiller Wealth Management LLC | 2,400 | $187 | 12/31/2023 | | IWR | 2,400 | $187 | 12/31/2023 | | Bollard Group LLC | 2,330 | $181 | 12/31/2023 | | IWR | 2,330 | $181 | 12/31/2023 | | DiNuzzo Private Wealth Inc. | 2,325 | $181 | 12/31/2023 | | IWR | 2,325 | $181 | 12/31/2023 | | Northwest Bank & Trust Co | 2,320 | $180 | 12/31/2023 | | IWR | 2,320 | $180 | 12/31/2023 | | Avalon Trust Co | 2,300 | $179 | 12/31/2023 | | IWR | 2,300 | $179 | 12/31/2023 | | Fuller & Thaler Asset Management Inc. | 2,255 | $175 | 12/31/2023 | | IWR | 2,255 | $175 | 12/31/2023 | | Union Savings Bank | 2,220 | $173 | 12/31/2023 | | IWR | 2,220 | $173 | 12/31/2023 | | Voisard Asset Management Group Inc. | 2,038 | $171 | 03/31/2024 | | IWR | 2,038 | $171 | 03/31/2024 | | Capital Advisors Ltd. LLC | 1,957 | $165 | 03/31/2024 | | IWR | 1,957 | $165 | 03/31/2024 | | Carolinas Wealth Consulting LLC | 2,119 | $165 | 12/31/2023 | | IWR | 2,119 | $165 | 12/31/2023 | | Ballast Advisors LLC | 2,108 | $164 | 12/31/2023 | | IWR | 2,108 | $164 | 12/31/2023 | | Spence Asset Management | 1,943 | $163 | 03/31/2024 | | IWR | 1,943 | $163 | 03/31/2024 | | Front Row Advisors LLC | 2,094 | $163 | 12/31/2023 | | IWR | 2,094 | $163 | 12/31/2023 | | Macroview Investment Management LLC | 2,076 | $161 | 12/31/2023 | | IWR | 2,076 | $161 | 12/31/2023 | | Balentine LLC | 2,025 | $157 | 12/31/2023 | | IWR | 2,025 | $157 | 12/31/2023 | | Laurel Wealth Advisors LLC | 2,016 | $157 | 12/31/2023 | | IWR | 2,016 | $157 | 12/31/2023 | | Manchester Capital Management LLC | 2,000 | $155 | 12/31/2023 | | IWR | 2,000 | $155 | 12/31/2023 | | DB Wealth Management Group LLC | 1,895 | $147 | 12/31/2023 | | IWR | 1,895 | $147 | 12/31/2023 | | VisionPoint Advisory Group LLC | 1,860 | $145 | 12/31/2023 | | IWR | 1,860 | $145 | 12/31/2023 | | FWL Investment Management LLC | 1,860 | $145 | 12/31/2023 | | IWR | 1,860 | $145 | 12/31/2023 | | YHB Investment Advisors Inc. | 1,681 | $141 | 03/31/2024 | | IWR | 1,681 | $141 | 03/31/2024 | | Mechanics Financial Corp | 1,804 | $140 | 12/31/2023 | | IWR | 1,804 | $140 | 12/31/2023 | | Tyler Stone Wealth Management | 1,803 | $140 | 12/31/2023 | | IWR | 1,803 | $140 | 12/31/2023 | | LGT Financial Advisors LLC | 1,734 | $135 | 12/31/2023 | | IWR | 1,734 | $135 | 12/31/2023 | | Cutler Group LP | | $134 | 03/31/2024 | | Call | 40,300 | $134 | 03/31/2024 | | Put | 100 | $0 | 03/31/2024 | | FSA Wealth Management LLC | 1,711 | $133 | 12/31/2023 | | IWR | 1,711 | $133 | 12/31/2023 | | BOK Financial Private Wealth Inc. | 1,702 | $132 | 12/31/2023 | | IWR | 1,702 | $132 | 12/31/2023 | | Cornerstone Planning Group LLC | 1,694 | $132 | 12/31/2023 | | IWR | 1,694 | $132 | 12/31/2023 | | Hamilton Point Investment Advisors LLC | 1,672 | $130 | 12/31/2023 | | IWR | 1,672 | $130 | 12/31/2023 | | CVA Family Office LLC | 1,539 | $129 | 03/31/2024 | | IWR | 1,539 | $129 | 03/31/2024 | | Financial Freedom LLC | 1,522 | $128 | 03/31/2024 | | IWR | 1,522 | $128 | 03/31/2024 | | Bogart Wealth LLC | 1,493 | $126 | 03/31/2024 | | IWR | 1,493 | $126 | 03/31/2024 | | CNB Bank | 1,625 | $126 | 12/31/2023 | | IWR | 1,625 | $126 | 12/31/2023 | | Hobbs Group Advisors LLC | 1,585 | $123 | 12/31/2023 | | IWR | 1,585 | $123 | 12/31/2023 | | Proequities Inc. | 1,542 | $120 | 12/31/2023 | | IWR | 1,542 | $120 | 12/31/2023 | | Archer Investment Corp | 1,538 | $120 | 12/31/2023 | | IWR | 1,538 | $120 | 12/31/2023 | | ZRC Wealth Management LLC | 1,404 | $118 | 03/31/2024 | | IWR | 1,404 | $118 | 03/31/2024 | | Morris Financial Concepts Inc. | 1,364 | $115 | 03/31/2024 | | IWR | 1,364 | $115 | 03/31/2024 | | Mine & Arao Wealth Creation & Management LLC. | 1,472 | $114 | 12/31/2023 | | IWR | 1,472 | $114 | 12/31/2023 | | Vermillion & White Wealth Management Group LLC | 1,376 | $107 | 12/31/2023 | | IWR | 1,376 | $107 | 12/31/2023 | | IFP Advisors Inc | 1,339 | $104 | 12/31/2023 | | IWR | 1,339 | $104 | 12/31/2023 | | Oliver Lagore Vanvalin Investment Group | 1,323 | $103 | 12/31/2023 | | IWR | 1,323 | $103 | 12/31/2023 | | Motco | 1,308 | $102 | 12/31/2023 | | IWR | 1,308 | $102 | 12/31/2023 | | Creative Capital Management Investments LLC | 1,200 | $101 | 03/31/2024 | | IWR | 1,200 | $101 | 03/31/2024 | | Colonial Trust Co SC | 1,250 | $97 | 12/31/2023 | | IWR | 1,250 | $97 | 12/31/2023 | | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 1,209 | $96 | 03/31/2024 | | IWR | 1,209 | $96 | 03/31/2024 | | Bellevue Asset Management LLC | 1,141 | $96 | 03/31/2024 | | IWR | 1,141 | $96 | 03/31/2024 | | Norwood Financial Corp | 1,100 | $92 | 03/31/2024 | | IWR | 1,100 | $92 | 03/31/2024 | | Financial Perspectives Inc | 1,074 | $90 | 03/31/2024 | | IWR | 1,074 | $90 | 03/31/2024 | | Capital Investment Advisory Services LLC | 1,049 | $88 | 03/31/2024 | | IWR | 1,049 | $88 | 03/31/2024 | | Coston McIsaac & Partners | 1,052 | $88 | 03/31/2024 | | IWR | 1,052 | $88 | 03/31/2024 | | Anchor Investment Management LLC | 1,137 | $88 | 12/31/2023 | | IWR | 1,137 | $88 | 12/31/2023 | | West Financial Advisors LLC | 1,040 | $87 | 03/31/2024 | | IWR | 1,040 | $87 | 03/31/2024 | | Capital Investment Counsel Inc | 1,114 | $87 | 12/31/2023 | | IWR | 1,114 | $87 | 12/31/2023 | | Headlands Technologies LLC | 1,088 | $85 | 12/31/2023 | | IWR | 1,088 | $85 | 12/31/2023 | | National Bank of Canada FI | 1,080 | $83 | 12/31/2023 | | IWR | 1,080 | $83 | 12/31/2023 | | Dunhill Financial LLC | 1,064 | $83 | 12/31/2023 | | IWR | 1,064 | $83 | 12/31/2023 | | Koesten Hirschmann & Crabtree INC. | 1,050 | $82 | 12/31/2023 | | IWR | 1,050 | $82 | 12/31/2023 | | EverSource Wealth Advisors LLC | 1,047 | $81 | 12/31/2023 | | IWR | 1,047 | $81 | 12/31/2023 | | Woodmont Investment Counsel LLC | 928 | $78 | 03/31/2024 | | IWR | 928 | $78 | 03/31/2024 | | Mitchell Sinkler & Starr PA | 984 | $76 | 12/31/2023 | | IWR | 984 | $76 | 12/31/2023 | | Edmond DE Rothschild Holding S.A. | 938 | $73 | 12/31/2023 | | IWR | 938 | $73 | 12/31/2023 | | Qube Research & Technologies Ltd | 943 | $73 | 12/31/2023 | | IWR | 943 | $73 | 12/31/2023 | | Global Wealth Management Investment Advisory Inc. | 930 | $72 | 12/31/2023 | | IWR | 930 | $72 | 12/31/2023 | | Farther Finance Advisors LLC | 908 | $71 | 12/31/2023 | | IWR | 908 | $71 | 12/31/2023 | | Asset Dedication LLC | 839 | $70 | 03/31/2024 | | IWR | 839 | $70 | 03/31/2024 | | Dividend Assets Capital LLC | 900 | $70 | 12/31/2023 | | IWR | 900 | $70 | 12/31/2023 | | Cetera Trust Company N.A | 900 | $70 | 12/31/2023 | | IWR | 900 | $70 | 12/31/2023 | | Ambassador Advisors LLC | 838 | $64 | 12/31/2023 | | IWR | 838 | $64 | 12/31/2023 | | Barrett & Company Inc. | 749 | $63 | 03/31/2024 | | IWR | 749 | $63 | 03/31/2024 | | Pittenger & Anderson Inc. | 766 | $60 | 12/31/2023 | | IWR | 766 | $60 | 12/31/2023 | | Bfsg LLC | 706 | $59 | 03/31/2024 | | IWR | 706 | $59 | 03/31/2024 | | Coastal Investment Advisors Inc. | 682 | $57 | 03/31/2024 | | IWR | 682 | $57 | 03/31/2024 | | Cedar Mountain Advisors LLC | 661 | $56 | 03/31/2024 | | IWR | 661 | $56 | 03/31/2024 | | Washington Trust Advisors Inc. | 711 | $55 | 12/31/2023 | | IWR | 711 | $55 | 12/31/2023 | | Naples Money Management LLC | 700 | $54 | 12/31/2023 | | IWR | 700 | $54 | 12/31/2023 | | Lowe Wealth Advisors LLC | 600 | $50 | 03/31/2024 | | IWR | 600 | $50 | 03/31/2024 | | Coppell Advisory Solutions LLC | 641 | $50 | 12/31/2023 | | IWR | 641 | $50 | 12/31/2023 | | Rockbridge Investment Management LCC | 632 | $49 | 12/31/2023 | | IWR | 632 | $49 | 12/31/2023 | | Creekmur Asset Management LLC | 629 | $49 | 12/31/2023 | | IWR | 629 | $49 | 12/31/2023 | | Focused Wealth Management Inc | 614 | $48 | 12/31/2023 | | IWR | 614 | $48 | 12/31/2023 | | GPS Wealth Strategies Group LLC | 616 | $48 | 12/31/2023 | | IWR | 616 | $48 | 12/31/2023 | | Morling Financial Advisors LLC | 612 | $48 | 12/31/2023 | | IWR | 612 | $48 | 12/31/2023 | | Beacon Capital Management LLC | 600 | $47 | 12/31/2023 | | IWR | 600 | $47 | 12/31/2023 | | New Millennium Group LLC | 568 | $44 | 12/31/2023 | | IWR | 568 | $44 | 12/31/2023 | | Smartleaf Asset Management LLC | 543 | $43 | 12/31/2023 | | IWR | 543 | $43 | 12/31/2023 | | Bank of New Hampshire | 500 | $42 | 03/31/2024 | | IWR | 500 | $42 | 03/31/2024 | | Parkside Financial Bank & Trust | 536 | $42 | 12/31/2023 | | IWR | 536 | $42 | 12/31/2023 | | Scarborough Advisors LLC | 519 | $40 | 12/31/2023 | | IWR | 519 | $40 | 12/31/2023 | | Rise Advisors LLC | 463 | $39 | 03/31/2024 | | IWR | 463 | $39 | 03/31/2024 | | Pin Oak Investment Advisors Inc. | 504 | $39 | 12/31/2023 | | IWR | 504 | $39 | 12/31/2023 | | Nalls Sherbakoff Group LLC | 496 | $39 | 12/31/2023 | | IWR | 496 | $39 | 12/31/2023 | | Robinson Capital Management LLC | 475 | $37 | 12/31/2023 | | IWR | 475 | $37 | 12/31/2023 | | AllSquare Wealth Management LLC | 480 | $37 | 12/31/2023 | | IWR | 480 | $37 | 12/31/2023 | | Criterion Capital Advisors LLC | 416 | $35 | 03/31/2024 | | IWR | 416 | $35 | 03/31/2024 | | Newbridge Financial Services Group Inc. | 416 | $35 | 03/31/2024 | | IWR | 416 | $35 | 03/31/2024 | | Glass Jacobson Investment Advisors llc | 419 | $35 | 03/31/2024 | | IWR | 419 | $35 | 03/31/2024 | | Hazlett Burt & Watson Inc. | 456 | $35 | 12/31/2023 | | IWR | 456 | $35 | 12/31/2023 | | Pacific Center for Financial Services | 448 | $35 | 12/31/2023 | | IWR | 448 | $35 | 12/31/2023 | | Householder Group Estate & Retirement Specialist LLC | 449 | $34 | 12/31/2023 | | IWR | 449 | $34 | 12/31/2023 | | Wolff Wiese Magana LLC | 395 | $33 | 03/31/2024 | | IWR | 395 | $33 | 03/31/2024 | | AlphaCore Capital LLC | 420 | $33 | 12/31/2023 | | IWR | 420 | $33 | 12/31/2023 | | Financial Synergies Wealth Advisors Inc. | 380 | $32 | 03/31/2024 | | IWR | 380 | $32 | 03/31/2024 | | Mascoma Wealth Management LLC | 406 | $32 | 12/31/2023 | | IWR | 406 | $32 | 12/31/2023 | | Raleigh Capital Management Inc. | 417 | $32 | 12/31/2023 | | IWR | 417 | $32 | 12/31/2023 | | Northwest Capital Management Inc | 373 | $31 | 03/31/2024 | | IWR | 373 | $31 | 03/31/2024 | | Key Financial Inc | 388 | $30 | 12/31/2023 | | IWR | 388 | $30 | 12/31/2023 | | Cardiff Park Advisors LLC | 380 | $30 | 12/31/2023 | | IWR | 380 | $30 | 12/31/2023 | | Future Financial Wealth Managment LLC | 343 | $29 | 03/31/2024 | | IWR | 343 | $29 | 03/31/2024 | | Armstrong Advisory Group Inc. | 359 | $28 | 03/31/2024 | | IWR | 359 | $28 | 03/31/2024 | | First Command Advisory Services Inc. | 366 | $28 | 12/31/2023 | | IWR | 366 | $28 | 12/31/2023 | | SJS Investment Consulting Inc. | 325 | $27 | 03/31/2024 | | IWR | 325 | $27 | 03/31/2024 | | Silicon Valley Capital Partners | 335 | $26 | 12/31/2023 | | IWR | 335 | $26 | 12/31/2023 | | Godsey & Gibb Associates | 300 | $25 | 03/31/2024 | | IWR | 300 | $25 | 03/31/2024 | | Peoples Financial Services CORP. | 300 | $25 | 03/31/2024 | | IWR | 300 | $25 | 03/31/2024 | | LifeSteps Financial Inc. | 292 | $25 | 03/31/2024 | | IWR | 292 | $25 | 03/31/2024 | | Transcendent Capital Group LLC | 309 | $24 | 03/31/2024 | | IWR | 309 | $24 | 03/31/2024 | | Moisand Fitzgerald Tamayo LLC | 262 | $22 | 03/31/2024 | | IWR | 262 | $22 | 03/31/2024 | | Sage Mountain Advisors LLC | 267 | $22 | 03/31/2024 | | IWR | 267 | $22 | 03/31/2024 | | SRS Capital Advisors Inc. | 281 | $22 | 12/31/2023 | | IWR | 281 | $22 | 12/31/2023 | | Running Point Capital Advisors LLC | 268 | $21 | 12/31/2023 | | IWR | 268 | $21 | 12/31/2023 | | Howe & Rusling Inc. | 257 | $20 | 12/31/2023 | | IWR | 257 | $20 | 12/31/2023 | | Institutional & Family Asset Management LLC | 256 | $20 | 12/31/2023 | | IWR | 256 | $20 | 12/31/2023 | | ICA Group Wealth Management LLC | 252 | $20 | 12/31/2023 | | IWR | 252 | $20 | 12/31/2023 | | Westside Investment Management Inc. | 228 | $19 | 03/31/2024 | | IWR | 228 | $19 | 03/31/2024 | | Global Trust Asset Management LLC | 225 | $19 | 03/31/2024 | | IWR | 225 | $19 | 03/31/2024 | | Atticus Wealth Management LLC | 228 | $19 | 03/31/2024 | | IWR | 228 | $19 | 03/31/2024 | | Livelsberger Financial Advisory | 230 | $18 | 12/31/2023 | | IWR | 230 | $18 | 12/31/2023 | | M&R Capital Management Inc. | 200 | $17 | 03/31/2024 | | IWR | 200 | $17 | 03/31/2024 | | Orion Capital Management LLC | 224 | $17 | 12/31/2023 | | IWR | 224 | $17 | 12/31/2023 | | Vima LLC | 225 | $17 | 12/31/2023 | | IWR | 225 | $17 | 12/31/2023 | | Main Management LLC | 200 | $16 | 12/31/2023 | | IWR | 200 | $16 | 12/31/2023 | | American Capital Advisory LLC | 211 | $16 | 12/31/2023 | | IWR | 211 | $16 | 12/31/2023 | | Clear Investment Research LLC | 187 | $15 | 12/31/2023 | | IWR | 187 | $15 | 12/31/2023 | | Gables Capital Management Inc. | 190 | $15 | 12/31/2023 | | IWR | 190 | $15 | 12/31/2023 | | McIlrath & Eck LLC | 182 | $14 | 12/31/2023 | | IWR | 182 | $14 | 12/31/2023 | | West Branch Capital LLC | 160 | $13 | 03/31/2024 | | IWR | 160 | $13 | 03/31/2024 | | Eukles Asset Management | 166 | $13 | 12/31/2023 | | IWR | 166 | $13 | 12/31/2023 | | Rocky Mountain Advisers LLC | 144 | $12 | 03/31/2024 | | IWR | 144 | $12 | 03/31/2024 | | FinTrust Capital Advisors LLC | 151 | $12 | 12/31/2023 | | IWR | 151 | $12 | 12/31/2023 | | Team Financial Group LLC | 153 | $12 | 12/31/2023 | | IWR | 153 | $12 | 12/31/2023 | | Wetzel Investment Advisors Inc. | 137 | $11 | 03/31/2024 | | IWR | 137 | $11 | 03/31/2024 | | Benjamin Edwards Inc. | 129 | $10 | 12/31/2023 | | IWR | 129 | $10 | 12/31/2023 | | NWK Group Inc. | 128 | $10 | 12/31/2023 | | IWR | 128 | $10 | 12/31/2023 | | SYM FINANCIAL Corp | 118 | $9 | 12/31/2023 | | IWR | 118 | $9 | 12/31/2023 | | EPG Wealth Management LLC | 117 | $9 | 12/31/2023 | | IWR | 117 | $9 | 12/31/2023 | | Live Oak Investment Partners | 98 | $8 | 12/31/2023 | | IWR | 98 | $8 | 12/31/2023 | | Eagle Bay Advisors LLC | 97 | $8 | 12/31/2023 | | IWR | 97 | $8 | 12/31/2023 | | Allspring Global Investments Holdings LLC | 82 | $7 | 03/31/2024 | | IWR | 82 | $7 | 03/31/2024 | | ST Germain D J Co. Inc. | 70 | $6 | 03/31/2024 | | IWR | 70 | $6 | 03/31/2024 | | Sound Income Strategies LLC | 76 | $6 | 03/31/2024 | | IWR | 76 | $6 | 03/31/2024 | | Peoples Bank KS | 71 | $6 | 03/31/2024 | | IWR | 71 | $6 | 03/31/2024 | | Aspire Wealth Management Corp | 81 | $6 | 12/31/2023 | | IWR | 81 | $6 | 12/31/2023 | | Signature Resources Capital Management LLC | 61 | $5 | 03/31/2024 | | IWR | 61 | $5 | 03/31/2024 | | ORG Partners LLC | 67 | $5 | 12/31/2023 | | IWR | 67 | $5 | 12/31/2023 | | Impact Partnership Wealth LLC | 60 | $5 | 12/31/2023 | | IWR | 60 | $5 | 12/31/2023 | | Hartford Financial Management Inc. | 50 | $4 | 03/31/2024 | | IWR | 50 | $4 | 03/31/2024 | | Caitlin John LLC | 56 | $4 | 12/31/2023 | | IWR | 56 | $4 | 12/31/2023 | | Bbjs Financial Advisors LLC | 40 | $3 | 12/31/2023 | | IWR | 40 | $3 | 12/31/2023 | | Atwood & Palmer Inc. | 25 | $2 | 03/31/2024 | | IWR | 25 | $2 | 03/31/2024 | | Rosenberg Matthew Hamilton | 26 | $2 | 03/31/2024 | | IWR | 26 | $2 | 03/31/2024 | | Global Wealth Strategies & Associates | 21 | $2 | 03/31/2024 | | IWR | 21 | $2 | 03/31/2024 | | Assetmark Inc. | 30 | $2 | 12/31/2023 | | IWR | 30 | $2 | 12/31/2023 | | Castleview Partners LLC | 31 | $2 | 12/31/2023 | | IWR | 31 | $2 | 12/31/2023 | | Aspire Private Capital LLC | 9 | $1 | 03/31/2024 | | IWR | 9 | $1 | 03/31/2024 | | Performa Ltd US LLC | 1 | $0 | 12/31/2023 | | IWR | 1 | $0 | 12/31/2023 | | Tucker Asset Management LLC | 2 | $0 | 12/31/2023 | | IWR | 2 | $0 | 12/31/2023 |
See Summary: Institutional Holders of IWR
See Details: Top 10 Hedge Funds Holding IWR
Also See: IWR Holdings Changes
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