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On this page, we present all of the funds holding SCHE from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding SCHE, with a link to that fund's top holdings. The next columns
indicate the amount of SCHE stock held by each of the funds holding SCHE, followed by the SCHE position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 702 funds holding SCHE within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Charles Schwab Investment Advisory Inc.. For more details on the positions held by Charles Schwab Investment Advisory Inc.
(or by any of the other funds holding SCHE), click the fund name in the "Holder" column of the funds-holding-SCHE table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Charles Schwab Investment Advisory Inc. | 83,921,481 | $2,080,414 | 12/31/2023 | | SCHE | 83,921,481 | $2,080,414 | 12/31/2023 | | Creative Planning | 24,801,528 | $614,830 | 12/31/2023 | | SCHE | 24,801,528 | $614,830 | 12/31/2023 | | Financial Engines Advisors L.L.C. | 19,990,932 | $495,575 | 12/31/2023 | | SCHE | 19,990,932 | $495,575 | 12/31/2023 | | Charles Schwab Investment Management Inc. | 11,997,215 | $297,411 | 12/31/2023 | | SCHE | 11,997,215 | $297,411 | 12/31/2023 | | Cerity Partners LLC | 9,739,834 | $241,450 | 12/31/2023 | | SCHE | 9,739,834 | $241,450 | 12/31/2023 | | HighTower Advisors LLC | 4,496,520 | $111,386 | 12/31/2023 | | SCHE | 4,496,520 | $111,386 | 12/31/2023 | | SageView Advisory Group LLC | 3,273,046 | $78,389 | 12/31/2023 | | SCHE | 3,273,046 | $78,389 | 12/31/2023 | | Envestnet Asset Management Inc. | 3,044,078 | $75,463 | 12/31/2023 | | SCHE | 3,044,078 | $75,463 | 12/31/2023 | | Mather Group LLC. | 2,520,679 | $62,488 | 03/31/2024 | | SCHE | 2,520,679 | $62,488 | 03/31/2024 | | Mercer Global Advisors Inc. ADV | 2,497,334 | $61,909 | 12/31/2023 | | SCHE | 2,497,334 | $61,909 | 12/31/2023 | | Wealth Enhancement Advisory Services LLC | 2,428,467 | $61,319 | 03/31/2024 | | SCHE | 2,428,467 | $61,319 | 03/31/2024 | | Northwestern Mutual Wealth Management Co. | 1,912,999 | $47,423 | 12/31/2023 | | SCHE | 1,912,999 | $47,423 | 12/31/2023 | | Morgan Stanley | 1,799,891 | $44,619 | 12/31/2023 | | SCHE | 1,799,891 | $44,619 | 12/31/2023 | | FMR LLC | 1,737,462 | $43,072 | 12/31/2023 | | SCHE | 1,737,462 | $43,072 | 12/31/2023 | | Rebalance LLC | 1,736,431 | $43,046 | 12/31/2023 | | SCHE | 1,736,431 | $43,046 | 12/31/2023 | | Heartwood Wealth Advisors LLC | 1,482,228 | $37,426 | 03/31/2024 | | SCHE | 1,482,228 | $37,426 | 03/31/2024 | | Orgel Wealth Management LLC | 1,443,872 | $36,458 | 03/31/2024 | | SCHE | 1,443,872 | $36,458 | 03/31/2024 | | Krilogy Financial LLC | 1,294,016 | $32,079 | 12/31/2023 | | SCHE | 1,294,016 | $32,079 | 12/31/2023 | | Mariner LLC | 1,132,928 | $28,085 | 12/31/2023 | | SCHE | 1,132,928 | $28,085 | 12/31/2023 | | McAdam LLC | 1,113,646 | $27,607 | 12/31/2023 | | SCHE | 1,113,646 | $27,607 | 12/31/2023 | | Jones Financial Companies Lllp | 1,086,424 | $26,932 | 12/31/2023 | | SCHE | 1,086,424 | $26,932 | 12/31/2023 | | Klingenstein Fields & Co. LP | 1,082,313 | $26,831 | 12/31/2023 | | SCHE | 1,082,313 | $26,831 | 12/31/2023 | | Cooper Haims Advisors LLC | 1,067,463 | $26,462 | 12/31/2023 | | SCHE | 1,067,463 | $26,462 | 12/31/2023 | | Moneta Group Investment Advisors LLC | 1,036,240 | $25,688 | 12/31/2023 | | SCHE | 1,036,240 | $25,688 | 12/31/2023 | | Rainey & Randall Investment Management Inc. | 952,286 | $23,607 | 12/31/2023 | | SCHE | 952,286 | $23,607 | 12/31/2023 | | JMG Financial Group Ltd. | 906,136 | $22,463 | 12/31/2023 | | SCHE | 906,136 | $22,463 | 12/31/2023 | | CI Private Wealth LLC | 891,789 | $22,107 | 12/31/2023 | | SCHE | 891,789 | $22,107 | 12/31/2023 | | Sontag Advisory LLC | 865,835 | $21,464 | 12/31/2023 | | SCHE | 865,835 | $21,464 | 12/31/2023 | | Wells Fargo & Company MN | 791,824 | $19,629 | 12/31/2023 | | SCHE | 791,824 | $19,629 | 12/31/2023 | | UBS Group AG | 789,051 | $19,561 | 12/31/2023 | | SCHE | 789,051 | $19,561 | 12/31/2023 | | Ballentine Partners LLC | 753,787 | $19,033 | 03/31/2024 | | SCHE | 753,787 | $19,033 | 03/31/2024 | | SCS Capital Management LLC | 716,501 | $17,762 | 12/31/2023 | | SCHE | 716,501 | $17,762 | 12/31/2023 | | Benjamin F. Edwards & Company Inc. | 666,532 | $16,523 | 12/31/2023 | | SCHE | 666,532 | $16,523 | 12/31/2023 | | Bank of New York Mellon Corp | 665,700 | $16,503 | 12/31/2023 | | SCHE | 665,700 | $16,503 | 12/31/2023 | | HBK Sorce Advisory LLC | 655,734 | $16,256 | 12/31/2023 | | SCHE | 655,734 | $16,256 | 12/31/2023 | | Clearwater Capital Advisors LLC | 603,996 | $14,973 | 12/31/2023 | | SCHE | 603,996 | $14,973 | 12/31/2023 | | Cresset Asset Management LLC | 583,939 | $14,476 | 12/31/2023 | | SCHE | 583,939 | $14,476 | 12/31/2023 | | Invst LLC | 589,456 | $14,448 | 12/31/2023 | | SCHE | 589,456 | $14,448 | 12/31/2023 | | Cetera Investment Advisers | 543,503 | $13,473 | 12/31/2023 | | SCHE | 543,503 | $13,473 | 12/31/2023 | | LPL Financial LLC | 502,911 | $12,467 | 12/31/2023 | | SCHE | 502,911 | $12,467 | 12/31/2023 | | Garde Capital Inc. | 492,470 | $12,208 | 12/31/2023 | | SCHE | 492,470 | $12,208 | 12/31/2023 | | Lake Street Advisors Group LLC | 487,799 | $12,093 | 12/31/2023 | | SCHE | 487,799 | $12,093 | 12/31/2023 | | Alliance Wealth Management Group | 482,926 | $11,972 | 12/31/2023 | | SCHE | 482,926 | $11,972 | 12/31/2023 | | Towercrest Capital Management | 482,926 | $11,972 | 12/31/2023 | | SCHE | 482,926 | $11,972 | 12/31/2023 | | Prime Capital Investment Advisors LLC | 478,012 | $11,850 | 12/31/2023 | | SCHE | 478,012 | $11,850 | 12/31/2023 | | Summit Wealth & Retirement Planning Inc. | 459,438 | $11,389 | 12/31/2023 | | SCHE | 459,438 | $11,389 | 12/31/2023 | | Hamilton Capital LLC | 457,617 | $11,344 | 12/31/2023 | | SCHE | 457,617 | $11,344 | 12/31/2023 | | Charles Schwab Trust Co | 443,597 | $11,201 | 03/31/2024 | | SCHE | 443,597 | $11,201 | 03/31/2024 | | Advisor Group Holdings Inc. | 448,567 | $11,121 | 12/31/2023 | | SCHE | 448,567 | $11,121 | 12/31/2023 | | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 440,637 | $10,923 | 12/31/2023 | | SCHE | 440,637 | $10,923 | 12/31/2023 | | Pathstone Holdings LLC | 434,718 | $10,777 | 12/31/2023 | | SCHE | 434,718 | $10,777 | 12/31/2023 | | Wooster Corthell Wealth Management Inc. | 431,656 | $10,701 | 12/31/2023 | | SCHE | 431,656 | $10,701 | 12/31/2023 | | Stifel Financial Corp | 403,267 | $9,997 | 12/31/2023 | | SCHE | 403,267 | $9,997 | 12/31/2023 | | North Star Asset Management Inc. | 398,485 | $9,878 | 12/31/2023 | | SCHE | 398,485 | $9,878 | 12/31/2023 | | Valley National Advisers Inc. | 376,152 | $9,496 | 03/31/2024 | | SCHE | 376,152 | $9,496 | 03/31/2024 | | Visionary Wealth Advisors | 376,807 | $9,341 | 12/31/2023 | | SCHE | 376,807 | $9,341 | 12/31/2023 | | RKL Wealth Management LLC | 371,555 | $9,211 | 12/31/2023 | | SCHE | 371,555 | $9,211 | 12/31/2023 | | Cabot Wealth Management Inc. | 369,688 | $9,165 | 12/31/2023 | | SCHE | 369,688 | $9,165 | 12/31/2023 | | Boyd Wealth Management LLC | 361,514 | $8,962 | 12/31/2023 | | SCHE | 361,514 | $8,962 | 12/31/2023 | | Steele Capital Management Inc. | 348,710 | $8,805 | 03/31/2024 | | SCHE | 348,710 | $8,805 | 03/31/2024 | | Fund Evaluation Group LLC | 354,931 | $8,799 | 12/31/2023 | | SCHE | 354,931 | $8,799 | 12/31/2023 | | Apriem Advisors | 350,238 | $8,682 | 12/31/2023 | | SCHE | 350,238 | $8,682 | 12/31/2023 | | Red Tortoise LLC | 341,699 | $8,628 | 03/31/2024 | | SCHE | 341,699 | $8,628 | 03/31/2024 | | Naples Global Advisors LLC | 347,545 | $8,616 | 12/31/2023 | | SCHE | 347,545 | $8,616 | 12/31/2023 | | FFT Wealth Management LLC | 332,765 | $8,249 | 12/31/2023 | | SCHE | 332,765 | $8,249 | 12/31/2023 | | Commonwealth Equity Services LLC | 331,214 | $8,211 | 12/31/2023 | | SCHE | 331,214 | $8,211 | 12/31/2023 | | Adamsbrown Wealth Consultants LLC | 327,593 | $8,121 | 12/31/2023 | | SCHE | 327,593 | $8,121 | 12/31/2023 | | SigFig Wealth Management LLC | 322,121 | $7,985 | 12/31/2023 | | SCHE | 322,121 | $7,985 | 12/31/2023 | | MorganRosel Wealth Management LLC | 311,076 | $7,855 | 03/31/2024 | | SCHE | 311,076 | $7,855 | 03/31/2024 | | Wedmont Private Capital | 291,067 | $7,512 | 03/31/2024 | | SCHE | 291,067 | $7,512 | 03/31/2024 | | Brand Asset Management Group Inc. | 296,806 | $7,358 | 12/31/2023 | | SCHE | 296,806 | $7,358 | 12/31/2023 | | Arkansas Financial Group Inc. | 290,544 | $7,336 | 03/31/2024 | | SCHE | 290,544 | $7,336 | 03/31/2024 | | Callan Capital LLC | 285,336 | $7,073 | 12/31/2023 | | SCHE | 285,336 | $7,073 | 12/31/2023 | | Marotta Asset Management | 267,803 | $6,762 | 03/31/2024 | | SCHE | 267,803 | $6,762 | 03/31/2024 | | Destination Wealth Management | 264,771 | $6,564 | 12/31/2023 | | SCHE | 264,771 | $6,564 | 12/31/2023 |  Susquehanna International Group LLP | | $6,541 | 12/31/2023 | | SCHE | 235,751 | $5,844 | 12/31/2023 | | Call | 28,100 | $697 | 12/31/2023 | | Rainsberger Wealth Advisors Inc. | 263,826 | $6,540 | 12/31/2023 | | SCHE | 263,826 | $6,540 | 12/31/2023 | | Strid Group LLC | 261,727 | $6,488 | 12/31/2023 | | SCHE | 261,727 | $6,488 | 12/31/2023 | | Boltwood Capital Management | 255,775 | $6,458 | 03/31/2024 | | SCHE | 255,775 | $6,458 | 03/31/2024 | | Captrust Financial Advisors | 258,287 | $6,403 | 12/31/2023 | | SCHE | 258,287 | $6,403 | 12/31/2023 | | Buckingham Capital Management Inc. | 250,351 | $6,321 | 03/31/2024 | | SCHE | 250,351 | $6,321 | 03/31/2024 | | Holistic Financial Partners | 253,883 | $6,294 | 12/31/2023 | | SCHE | 253,883 | $6,294 | 12/31/2023 | | Consilium Wealth Advisory LLC | 248,462 | $6,159 | 12/31/2023 | | SCHE | 248,462 | $6,159 | 12/31/2023 | | OLIO Financial Planning | 246,945 | $6,100 | 03/31/2024 | | SCHE | 246,945 | $6,100 | 03/31/2024 | | Geneos Wealth Management Inc. | 242,486 | $6,011 | 12/31/2023 | | SCHE | 242,486 | $6,011 | 12/31/2023 | | Goldman Sachs Group Inc. | 241,767 | $5,993 | 12/31/2023 | | SCHE | 241,767 | $5,993 | 12/31/2023 | | SNS Financial Group LLC | 241,516 | $5,987 | 12/31/2023 | | SCHE | 241,516 | $5,987 | 12/31/2023 | | HC Advisors LLC | 241,464 | $5,986 | 12/31/2023 | | SCHE | 241,464 | $5,986 | 12/31/2023 | | Sequoia Financial Advisors LLC | 237,863 | $5,897 | 12/31/2023 | | SCHE | 237,863 | $5,897 | 12/31/2023 | | Ballast Advisors LLC | 236,689 | $5,868 | 12/31/2023 | | SCHE | 236,689 | $5,868 | 12/31/2023 | | Ackerman Capital Advisors LLC | 235,836 | $5,846 | 12/31/2023 | | SCHE | 235,836 | $5,846 | 12/31/2023 | | Rockbridge Investment Management LCC | 230,193 | $5,706 | 12/31/2023 | | SCHE | 230,193 | $5,706 | 12/31/2023 | | Courage Miller Partners LLC | 221,089 | $5,582 | 03/31/2024 | | SCHE | 221,089 | $5,582 | 03/31/2024 | | Cambridge Investment Research Advisors Inc. | 223,634 | $5,544 | 12/31/2023 | | SCHE | 223,634 | $5,544 | 12/31/2023 | | Bank of America Corp DE | 223,432 | $5,539 | 12/31/2023 | | SCHE | 223,432 | $5,539 | 12/31/2023 | | Eqis Capital Management Inc. | 216,801 | $5,375 | 12/31/2023 | | SCHE | 216,801 | $5,375 | 12/31/2023 | | JPMorgan Chase & Co. | 215,646 | $5,346 | 12/31/2023 | | SCHE | 215,646 | $5,346 | 12/31/2023 | | Buckingham Strategic Wealth LLC | 213,126 | $5,283 | 12/31/2023 | | SCHE | 213,126 | $5,283 | 12/31/2023 | | Cornerstone Wealth Advisors Inc. | 207,970 | $5,251 | 03/31/2024 | | SCHE | 207,970 | $5,251 | 03/31/2024 | | Atria Investments LLC | 205,445 | $5,093 | 12/31/2023 | | SCHE | 205,445 | $5,093 | 12/31/2023 | | Kohmann Bosshard Financial Services LLC | 199,241 | $5,031 | 03/31/2024 | | SCHE | 199,241 | $5,031 | 03/31/2024 | | Upper Left Wealth Management LLC | 201,528 | $4,996 | 12/31/2023 | | SCHE | 201,528 | $4,996 | 12/31/2023 | | JFS Wealth Advisors LLC | 198,670 | $4,925 | 12/31/2023 | | SCHE | 198,670 | $4,925 | 12/31/2023 | | Gemmer Asset Management LLC | 198,127 | $4,912 | 12/31/2023 | | SCHE | 198,127 | $4,912 | 12/31/2023 | | Main Street Financial Solutions LLC | 198,012 | $4,909 | 12/31/2023 | | SCHE | 198,012 | $4,909 | 12/31/2023 | | Savant Capital LLC | 196,560 | $4,873 | 12/31/2023 | | SCHE | 196,560 | $4,873 | 12/31/2023 | | Resources Investment Advisors LLC. | 193,577 | $4,799 | 12/31/2023 | | SCHE | 193,577 | $4,799 | 12/31/2023 | | Nations Financial Group Inc. IA ADV | 193,070 | $4,786 | 12/31/2023 | | SCHE | 193,070 | $4,786 | 12/31/2023 | | Nicholas Hoffman & Company LLC. | 192,856 | $4,781 | 12/31/2023 | | SCHE | 192,856 | $4,781 | 12/31/2023 | | Hancock Whitney Corp | 192,037 | $4,761 | 12/31/2023 | | SCHE | 192,037 | $4,761 | 12/31/2023 | | Mason & Associates Inc | 191,617 | $4,750 | 12/31/2023 | | SCHE | 191,617 | $4,750 | 12/31/2023 | | Pittenger & Anderson Inc. | 187,366 | $4,645 | 12/31/2023 | | SCHE | 187,366 | $4,645 | 12/31/2023 | | MML Investors Services LLC | 187,115 | $4,639 | 12/31/2023 | | SCHE | 187,115 | $4,639 | 12/31/2023 | | Patriot Investment Management Inc. | 182,570 | $4,610 | 03/31/2024 | | SCHE | 182,570 | $4,610 | 03/31/2024 | | Sheets Smith Wealth Management | 185,580 | $4,601 | 12/31/2023 | | SCHE | 185,580 | $4,601 | 12/31/2023 | | Guardian Financial Partners LLC | 183,953 | $4,560 | 12/31/2023 | | SCHE | 183,953 | $4,560 | 12/31/2023 | | St. Louis Trust Co | 180,225 | $4,468 | 12/31/2023 | | SCHE | 180,225 | $4,468 | 12/31/2023 | | CX Institutional | 174,428 | $4,404 | 03/31/2024 | | SCHE | 174,428 | $4,404 | 03/31/2024 | | Beacon Pointe Advisors LLC | 175,149 | $4,342 | 12/31/2023 | | SCHE | 175,149 | $4,342 | 12/31/2023 | | Adviser Investments LLC | 173,380 | $4,298 | 12/31/2023 | | SCHE | 173,380 | $4,298 | 12/31/2023 | | WBH Advisory Inc. | 167,996 | $4,242 | 03/31/2024 | | SCHE | 167,996 | $4,242 | 03/31/2024 | | Bangor Savings Bank | 167,269 | $4,224 | 03/31/2024 | | SCHE | 167,269 | $4,224 | 03/31/2024 | | Miracle Mile Advisors LLC | 166,220 | $4,197 | 03/31/2024 | | SCHE | 166,220 | $4,197 | 03/31/2024 | | Royal Bank of Canada | 167,797 | $4,159 | 12/31/2023 | | SCHE | 167,797 | $4,159 | 12/31/2023 | | Parallel Advisors LLC | 165,816 | $4,111 | 12/31/2023 | | SCHE | 165,816 | $4,111 | 12/31/2023 | | Zacks Investment Management | 165,299 | $4,098 | 12/31/2023 | | SCHE | 165,299 | $4,098 | 12/31/2023 | | Wakefield Asset Management LLLP | 162,317 | $4,024 | 12/31/2023 | | SCHE | 162,317 | $4,024 | 12/31/2023 | | United Capital Financial Advisers LLC | 161,437 | $4,002 | 12/31/2023 | | SCHE | 161,437 | $4,002 | 12/31/2023 | | Sightline Wealth Advisors LLC | 160,000 | $3,966 | 12/31/2023 | | SCHE | 160,000 | $3,966 | 12/31/2023 | | Bartlett & Co. LLC | 159,182 | $3,932 | 12/31/2023 | | SCHE | 159,182 | $3,932 | 12/31/2023 | | Bartlett & CO. Wealth Management LLC | 159,182 | $3,932 | 12/31/2023 | | SCHE | 159,182 | $3,932 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 157,825 | $3,912 | 12/31/2023 | | SCHE | 157,825 | $3,912 | 12/31/2023 | | Cliftonlarsonallen Wealth Advisors LLC | 146,765 | $3,638 | 12/31/2023 | | SCHE | 146,765 | $3,638 | 12/31/2023 | | Ameriprise Financial Inc. | 146,026 | $3,620 | 12/31/2023 | | SCHE | 146,026 | $3,620 | 12/31/2023 | | CWM LLC | 139,766 | $3,529 | 03/31/2024 | | SCHE | 139,766 | $3,529 | 03/31/2024 | | Strategic Financial Planning Inc. | 139,238 | $3,452 | 12/31/2023 | | SCHE | 139,238 | $3,452 | 12/31/2023 | | Nelson Van Denburg & Campbell Wealth Management Group LLC | 138,828 | $3,442 | 12/31/2023 | | SCHE | 138,828 | $3,442 | 12/31/2023 | | Bishop & Co Investment Management LLC | 133,855 | $3,318 | 12/31/2023 | | SCHE | 133,855 | $3,318 | 12/31/2023 | | Omega Financial Group LLC | 129,144 | $3,261 | 03/31/2024 | | SCHE | 129,144 | $3,261 | 03/31/2024 | | Berkshire Asset Management LLC PA | 130,858 | $3,244 | 12/31/2023 | | SCHE | 130,858 | $3,244 | 12/31/2023 | | PrairieView Partners LLC | 130,280 | $3,230 | 12/31/2023 | | SCHE | 130,280 | $3,230 | 12/31/2023 | | Cape Investment Advisory Inc. | 130,094 | $3,225 | 12/31/2023 | | SCHE | 130,094 | $3,225 | 12/31/2023 | | LVW Advisors LLC | 126,264 | $3,188 | 03/31/2024 | | SCHE | 126,264 | $3,188 | 03/31/2024 | | Vista Private Wealth Partners. LLC | 127,225 | $3,154 | 12/31/2023 | | SCHE | 127,225 | $3,154 | 12/31/2023 | | Myecfo LLC | 123,976 | $3,130 | 03/31/2024 | | SCHE | 123,976 | $3,130 | 03/31/2024 | | Etesian Wealth Advisors Inc. | 123,483 | $3,118 | 03/31/2024 | | SCHE | 123,483 | $3,118 | 03/31/2024 | | Retirement Guys Formula LLC | 119,862 | $3,027 | 03/31/2024 | | SCHE | 119,862 | $3,027 | 03/31/2024 | | BCK Partners Inc. | 121,622 | $3,015 | 12/31/2023 | | SCHE | 121,622 | $3,015 | 12/31/2023 | | Souders Financial Advisors | 119,259 | $2,956 | 12/31/2023 | | SCHE | 119,259 | $2,956 | 12/31/2023 | | FIDELIS iM LLC | 116,404 | $2,939 | 03/31/2024 | | SCHE | 116,404 | $2,939 | 03/31/2024 | | Pioneer Wealth Management Group | 116,049 | $2,930 | 03/31/2024 | | SCHE | 116,049 | $2,930 | 03/31/2024 | | Hoylecohen LLC | 117,330 | $2,909 | 12/31/2023 | | SCHE | 117,330 | $2,909 | 12/31/2023 | | Texas Yale Capital Corp. | 117,197 | $2,905 | 12/31/2023 | | SCHE | 117,197 | $2,905 | 12/31/2023 | | OLD Mission Capital LLC | 115,185 | $2,855 | 12/31/2023 | | SCHE | 115,185 | $2,855 | 12/31/2023 | | Cobblestone Capital Advisors LLC NY | 114,979 | $2,850 | 12/31/2023 | | SCHE | 114,979 | $2,850 | 12/31/2023 | | Badgley Phelps Wealth Managers LLC | 114,486 | $2,838 | 12/31/2023 | | SCHE | 114,486 | $2,838 | 12/31/2023 | | Bogart Wealth LLC | 113,418 | $2,812 | 12/31/2023 | | SCHE | 113,418 | $2,812 | 12/31/2023 | | Waypoint Capital Advisors LLC | 111,266 | $2,758 | 12/31/2023 | | SCHE | 111,266 | $2,758 | 12/31/2023 | | GSA Capital Partners LLP | 111,035 | $2,753 | 12/31/2023 | | SCHE | 111,035 | $2,753 | 12/31/2023 | | Schneider Downs Wealth Management Advisors LP | 110,685 | $2,744 | 12/31/2023 | | SCHE | 110,685 | $2,744 | 12/31/2023 | | Leavell Investment Management Inc. | 109,343 | $2,711 | 12/31/2023 | | SCHE | 109,343 | $2,711 | 12/31/2023 | | Mutual Advisors LLC | 108,957 | $2,701 | 12/31/2023 | | SCHE | 108,957 | $2,701 | 12/31/2023 | | Great Valley Advisor Group Inc. | 108,791 | $2,697 | 12/31/2023 | | SCHE | 108,791 | $2,697 | 12/31/2023 | | Brandywine Oak Private Wealth LLC | 108,421 | $2,688 | 12/31/2023 | | SCHE | 108,421 | $2,688 | 12/31/2023 | | Oakwell Private Wealth Management LLC | 108,074 | $2,679 | 12/31/2023 | | SCHE | 108,074 | $2,679 | 12/31/2023 | | Financial Advisory Service Inc. | 106,847 | $2,649 | 12/31/2023 | | SCHE | 106,847 | $2,649 | 12/31/2023 | | Kathmere Capital Management LLC | 104,712 | $2,644 | 03/31/2024 | | SCHE | 104,712 | $2,644 | 03/31/2024 | | Fortis Capital Management LLC | 106,480 | $2,640 | 12/31/2023 | | SCHE | 106,480 | $2,640 | 12/31/2023 | | Perigon Wealth Management LLC | 105,799 | $2,623 | 12/31/2023 | | SCHE | 105,799 | $2,623 | 12/31/2023 | | Reston Wealth Management LLC | 105,369 | $2,612 | 12/31/2023 | | SCHE | 105,369 | $2,612 | 12/31/2023 | | Sunbelt Securities Inc. | 102,184 | $2,580 | 03/31/2024 | | SCHE | 102,184 | $2,580 | 03/31/2024 | | Cetera Advisor Networks LLC | 102,197 | $2,533 | 12/31/2023 | | SCHE | 102,197 | $2,533 | 12/31/2023 | | Lee Financial Co | 99,533 | $2,467 | 12/31/2023 | | SCHE | 99,533 | $2,467 | 12/31/2023 | | EP Wealth Advisors LLC | 99,390 | $2,464 | 12/31/2023 | | SCHE | 99,390 | $2,464 | 12/31/2023 | | WealthShield Partners LLC | 99,262 | $2,461 | 12/31/2023 | | SCHE | 99,262 | $2,461 | 12/31/2023 | | Koesten Hirschmann & Crabtree INC. | 98,791 | $2,449 | 12/31/2023 | | SCHE | 98,791 | $2,449 | 12/31/2023 | | Quadrant Capital Group LLC | 98,444 | $2,440 | 12/31/2023 | | SCHE | 98,444 | $2,440 | 12/31/2023 | | Hengehold Capital Management LLC | 96,504 | $2,437 | 03/31/2024 | | SCHE | 96,504 | $2,437 | 03/31/2024 | | Tortoise Investment Management LLC | 96,164 | $2,384 | 12/31/2023 | | SCHE | 96,164 | $2,384 | 12/31/2023 | | Vivaldi Capital Management LLC | 97,614 | $2,353 | 12/31/2023 | | SCHE | 97,614 | $2,353 | 12/31/2023 | | Apollon Wealth Management LLC | 94,680 | $2,347 | 12/31/2023 | | SCHE | 94,680 | $2,347 | 12/31/2023 | | Financial Advisory Group | 93,785 | $2,325 | 12/31/2023 | | SCHE | 93,785 | $2,325 | 12/31/2023 | | Ethos Financial Group LLC | 92,264 | $2,287 | 12/31/2023 | | SCHE | 92,264 | $2,287 | 12/31/2023 | | Northwest Capital Management Inc | 90,291 | $2,280 | 03/31/2024 | | SCHE | 90,291 | $2,280 | 03/31/2024 | | Arcataur Capital Management LLC | 91,418 | $2,266 | 12/31/2023 | | SCHE | 91,418 | $2,266 | 12/31/2023 | | Ausdal Financial Partners Inc. | 89,715 | $2,265 | 03/31/2024 | | SCHE | 89,715 | $2,265 | 03/31/2024 | | Armor Investment Advisors LLC | 91,048 | $2,257 | 12/31/2023 | | SCHE | 91,048 | $2,257 | 12/31/2023 | | Curbstone Financial Management Corp | 89,350 | $2,256 | 03/31/2024 | | SCHE | 89,350 | $2,256 | 03/31/2024 | | Private Advisor Group LLC | 90,979 | $2,255 | 12/31/2023 | | SCHE | 90,979 | $2,255 | 12/31/2023 | | Anchor Investment Management LLC | 89,417 | $2,217 | 12/31/2023 | | SCHE | 89,417 | $2,217 | 12/31/2023 | | Valmark Advisers Inc. | 89,108 | $2,209 | 12/31/2023 | | SCHE | 89,108 | $2,209 | 12/31/2023 | | Betterment LLC | 88,953 | $2,205 | 12/31/2023 | | SCHE | 88,953 | $2,205 | 12/31/2023 | | West Paces Advisors Inc. | 87,263 | $2,203 | 03/31/2024 | | SCHE | 87,263 | $2,203 | 03/31/2024 | | Johnson Bixby & Associates LLC | 86,853 | $2,153 | 12/31/2023 | | SCHE | 86,853 | $2,153 | 12/31/2023 | | AllSquare Wealth Management LLC | 84,883 | $2,104 | 12/31/2023 | | SCHE | 84,883 | $2,104 | 12/31/2023 | | Asset Management Group Inc. | 83,521 | $2,070 | 12/31/2023 | | SCHE | 83,521 | $2,070 | 12/31/2023 | | Ifrah Financial Services Inc. | 81,653 | $2,024 | 12/31/2023 | | SCHE | 81,653 | $2,024 | 12/31/2023 | | Breed s Hill Capital LLC | 80,482 | $1,995 | 12/31/2023 | | SCHE | 80,482 | $1,995 | 12/31/2023 | | Howard Financial Services LTD. | 78,000 | $1,969 | 03/31/2024 | | SCHE | 78,000 | $1,969 | 03/31/2024 | | Blankinship & Foster LLC | 79,180 | $1,963 | 12/31/2023 | | SCHE | 79,180 | $1,963 | 12/31/2023 | | Marshall Financial Group Inc. ADV | 78,956 | $1,957 | 12/31/2023 | | SCHE | 78,956 | $1,957 | 12/31/2023 | | RE Dickinson Investment Advisors LLC | 78,757 | $1,952 | 12/31/2023 | | SCHE | 78,757 | $1,952 | 12/31/2023 | | Abbrea Capital LLC | 78,680 | $1,950 | 12/31/2023 | | SCHE | 78,680 | $1,950 | 12/31/2023 | | Wetherby Asset Management Inc. | 78,383 | $1,943 | 12/31/2023 | | SCHE | 78,383 | $1,943 | 12/31/2023 | | Focus Financial Network Inc. ADV | 77,336 | $1,917 | 12/31/2023 | | SCHE | 77,336 | $1,917 | 12/31/2023 | | Waterford Advisors LLC | 76,636 | $1,900 | 12/31/2023 | | SCHE | 76,636 | $1,900 | 12/31/2023 | | Flow Traders U.S. LLC | 75,770 | $1,878 | 12/31/2023 | | SCHE | 75,770 | $1,878 | 12/31/2023 | | Orcam Financial Group | 75,320 | $1,867 | 12/31/2023 | | SCHE | 75,320 | $1,867 | 12/31/2023 | | Von Berge Wealth Management Group LLC | 73,917 | $1,866 | 03/31/2024 | | SCHE | 73,917 | $1,866 | 03/31/2024 | | Roberts Wealth Advisors LLC | 74,134 | $1,853 | 03/31/2024 | | SCHE | 74,134 | $1,853 | 03/31/2024 | | Grimes & Company Inc. | 73,324 | $1,851 | 03/31/2024 | | SCHE | 73,324 | $1,851 | 03/31/2024 | | Gleason Group Inc. | 72,497 | $1,831 | 03/31/2024 | | SCHE | 72,497 | $1,831 | 03/31/2024 | | AMI Investment Management Inc. | 72,409 | $1,828 | 03/31/2024 | | SCHE | 72,409 | $1,828 | 03/31/2024 | | Citadel Advisors LLC | | $1,793 | 12/31/2023 | | SCHE | 71,203 | $1,765 | 12/31/2023 | | Call | 2,000 | $50 | 12/31/2023 | | Put | 900 | $22 | 12/31/2023 | | Ironwood Wealth Management LLC. | 70,610 | $1,783 | 03/31/2024 | | SCHE | 70,610 | $1,783 | 03/31/2024 | | Jackson Creek Investment Advisors LLC | 69,880 | $1,732 | 12/31/2023 | | SCHE | 69,880 | $1,732 | 12/31/2023 | | Pinkerton Retirement Specialists LLC | 69,434 | $1,721 | 12/31/2023 | | SCHE | 69,434 | $1,721 | 12/31/2023 | | Lodestar Private Asset Management LLC | 68,650 | $1,702 | 12/31/2023 | | SCHE | 68,650 | $1,702 | 12/31/2023 | | Kades & Cheifetz LLC | 68,605 | $1,701 | 12/31/2023 | | SCHE | 68,605 | $1,701 | 12/31/2023 | | Fort Point Capital Partners LLC | 68,410 | $1,696 | 12/31/2023 | | SCHE | 68,410 | $1,696 | 12/31/2023 | | First National Corp MA ADV | 67,641 | $1,677 | 03/31/2024 | | SCHE | 67,641 | $1,677 | 03/31/2024 | | Chesapeake Wealth Management | 66,867 | $1,658 | 12/31/2023 | | SCHE | 66,867 | $1,658 | 12/31/2023 | | Kowal Investment Group LLC | 64,447 | $1,627 | 03/31/2024 | | SCHE | 64,447 | $1,627 | 03/31/2024 | | Peapack Gladstone Financial Corp | 64,639 | $1,602 | 12/31/2023 | | SCHE | 64,639 | $1,602 | 12/31/2023 | | James J. Burns & Company LLC | 64,525 | $1,600 | 12/31/2023 | | SCHE | 64,525 | $1,600 | 12/31/2023 | | Nalls Sherbakoff Group LLC | 64,173 | $1,591 | 12/31/2023 | | SCHE | 64,173 | $1,591 | 12/31/2023 | | Allworth Financial LP | 62,835 | $1,558 | 12/31/2023 | | SCHE | 62,835 | $1,558 | 12/31/2023 | | Dakota Wealth Management | 62,605 | $1,552 | 12/31/2023 | | SCHE | 62,605 | $1,552 | 12/31/2023 | | FinDec Wealth Services Inc. | 61,868 | $1,534 | 12/31/2023 | | SCHE | 61,868 | $1,534 | 12/31/2023 | | Tradition Wealth Management LLC | 61,664 | $1,529 | 12/31/2023 | | SCHE | 61,664 | $1,529 | 12/31/2023 | | MAI Capital Management | 60,869 | $1,509 | 12/31/2023 | | SCHE | 60,869 | $1,509 | 12/31/2023 | | White Wing Wealth Management | 59,469 | $1,508 | 03/31/2024 | | SCHE | 59,469 | $1,508 | 03/31/2024 | | Bailard Inc. | 60,839 | $1,508 | 12/31/2023 | | SCHE | 60,839 | $1,508 | 12/31/2023 | | Whittier Trust Co. | 60,227 | $1,493 | 12/31/2023 | | SCHE | 60,227 | $1,493 | 12/31/2023 | | Droms Strauss Advisors Inc. MO ADV | 60,107 | $1,490 | 12/31/2023 | | SCHE | 60,107 | $1,490 | 12/31/2023 | | Oak Family Advisors LLC | 59,551 | $1,476 | 12/31/2023 | | SCHE | 59,551 | $1,476 | 12/31/2023 | | Bell Investment Advisors Inc | 59,452 | $1,474 | 12/31/2023 | | SCHE | 59,452 | $1,474 | 12/31/2023 | | Y Intercept Hong Kong Ltd | 59,247 | $1,469 | 12/31/2023 | | SCHE | 59,247 | $1,469 | 12/31/2023 | | Windward Private Wealth Management Inc. | 58,027 | $1,438 | 12/31/2023 | | SCHE | 58,027 | $1,438 | 12/31/2023 | | Carmichael Hill & Associates Inc. | 57,961 | $1,437 | 12/31/2023 | | SCHE | 57,961 | $1,437 | 12/31/2023 | | Johnson Financial Group LLC | 56,730 | $1,406 | 12/31/2023 | | SCHE | 56,730 | $1,406 | 12/31/2023 | | Operose Advisors LLC | 56,193 | $1,393 | 12/31/2023 | | SCHE | 56,193 | $1,393 | 12/31/2023 | | Thompson Investment Management Inc. | 54,624 | $1,379 | 03/31/2024 | | SCHE | 54,624 | $1,379 | 03/31/2024 | | Mission Wealth Management LP | 55,614 | $1,379 | 12/31/2023 | | SCHE | 55,614 | $1,379 | 12/31/2023 | | Clay Northam Wealth Management LLC | 55,238 | $1,369 | 12/31/2023 | | SCHE | 55,238 | $1,369 | 12/31/2023 | | Sunesis Advisors LLC | 54,474 | $1,350 | 12/31/2023 | | SCHE | 54,474 | $1,350 | 12/31/2023 | | Joule Financial LLC | 54,291 | $1,346 | 12/31/2023 | | SCHE | 54,291 | $1,346 | 12/31/2023 | | Winthrop Capital Management LLC | 52,437 | $1,300 | 12/31/2023 | | SCHE | 52,437 | $1,300 | 12/31/2023 | | Rappaport Reiches Capital Management LLC | 51,283 | $1,295 | 03/31/2024 | | SCHE | 51,283 | $1,295 | 03/31/2024 | | Bensler LLC | 51,025 | $1,265 | 12/31/2023 | | SCHE | 51,025 | $1,265 | 12/31/2023 | | Watershed Private Wealth LLC | 50,927 | $1,262 | 12/31/2023 | | SCHE | 50,927 | $1,262 | 12/31/2023 | | Modera Wealth Management LLC | 50,715 | $1,257 | 12/31/2023 | | SCHE | 50,715 | $1,257 | 12/31/2023 | | HB Wealth Management LLC | 50,404 | $1,249 | 12/31/2023 | | SCHE | 50,404 | $1,249 | 12/31/2023 | | Jane Street Group LLC | 50,262 | $1,246 | 12/31/2023 | | SCHE | 50,262 | $1,246 | 12/31/2023 | | Fragasso Group Inc. | 49,280 | $1,244 | 03/31/2024 | | SCHE | 49,280 | $1,244 | 03/31/2024 | | CVA Family Office LLC | 49,286 | $1,244 | 03/31/2024 | | SCHE | 49,286 | $1,244 | 03/31/2024 | | Janney Montgomery Scott LLC | 49,936 | $1,238 | 12/31/2023 | | SCHE | 49,936 | $1,238 | 12/31/2023 | | Raymond James & Associates | 48,550 | $1,204 | 12/31/2023 | | SCHE | 48,550 | $1,204 | 12/31/2023 | | Walkner Condon Financial Advisors LLC | 48,101 | $1,192 | 12/31/2023 | | SCHE | 48,101 | $1,192 | 12/31/2023 | | Noble Family Wealth LLC | 47,000 | $1,187 | 03/31/2024 | | SCHE | 47,000 | $1,187 | 03/31/2024 | | GYL Financial Synergies LLC | 47,024 | $1,166 | 12/31/2023 | | SCHE | 47,024 | $1,166 | 12/31/2023 | | Murphy Middleton Hinkle & Parker Inc. | 45,889 | $1,159 | 03/31/2024 | | SCHE | 45,889 | $1,159 | 03/31/2024 | | Altfest L J & Co. Inc. | 46,457 | $1,152 | 12/31/2023 | | SCHE | 46,457 | $1,152 | 12/31/2023 | | Alpha Omega Wealth Management LLC | 44,712 | $1,129 | 03/31/2024 | | SCHE | 44,712 | $1,129 | 03/31/2024 | | Northwest Investment Counselors LLC | 44,430 | $1,122 | 03/31/2024 | | SCHE | 44,430 | $1,122 | 03/31/2024 | | Comerica Bank | 44,595 | $1,106 | 12/31/2023 | | SCHE | 44,595 | $1,106 | 12/31/2023 | | Integrated Wealth Concepts LLC | 44,424 | $1,101 | 12/31/2023 | | SCHE | 44,424 | $1,101 | 12/31/2023 | | Sunburst Financial Group LLC | 43,390 | $1,100 | 03/31/2024 | | SCHE | 43,390 | $1,100 | 03/31/2024 | | Soltis Investment Advisors LLC | 43,551 | $1,080 | 12/31/2023 | | SCHE | 43,551 | $1,080 | 12/31/2023 | | Eagle Strategies LLC | 43,099 | $1,068 | 12/31/2023 | | SCHE | 43,099 | $1,068 | 12/31/2023 | | Sebold Capital Management Inc. | 42,079 | $1,062 | 03/31/2024 | | SCHE | 42,079 | $1,062 | 03/31/2024 | | Mill Creek Capital Advisors LLC | 42,613 | $1,056 | 12/31/2023 | | SCHE | 42,613 | $1,056 | 12/31/2023 | | Foster Group Inc. | 41,602 | $1,050 | 03/31/2024 | | SCHE | 41,602 | $1,050 | 03/31/2024 | | Koshinski Asset Management Inc. | 42,039 | $1,042 | 12/31/2023 | | SCHE | 42,039 | $1,042 | 12/31/2023 | | Roundview Capital LLC | 41,017 | $1,017 | 12/31/2023 | | SCHE | 41,017 | $1,017 | 12/31/2023 | | Allen Capital Group LLC | 40,254 | $1,016 | 03/31/2024 | | SCHE | 40,254 | $1,016 | 03/31/2024 | | Oxford Financial Group Ltd. | 40,695 | $1,009 | 12/31/2023 | | SCHE | 40,695 | $1,009 | 12/31/2023 | | SeaCrest Wealth Management LLC | 39,750 | $1,004 | 03/31/2024 | | SCHE | 39,750 | $1,004 | 03/31/2024 | | GWM Advisors LLC | 41,055 | $1,001 | 12/31/2023 | | SCHE | 41,055 | $1,001 | 12/31/2023 | | Foster & Motley Inc. | 38,758 | $979 | 03/31/2024 | | SCHE | 38,758 | $979 | 03/31/2024 | | Carolina Wealth Advisors LLC | 38,578 | $974 | 03/31/2024 | | SCHE | 38,578 | $974 | 03/31/2024 | | BCS Wealth Management | 38,299 | $967 | 03/31/2024 | | SCHE | 38,299 | $967 | 03/31/2024 | | Truist Financial Corp | 38,914 | $965 | 12/31/2023 | | SCHE | 38,914 | $965 | 12/31/2023 | | Athena Investment Management | 38,820 | $962 | 12/31/2023 | | SCHE | 38,820 | $962 | 12/31/2023 | | Armbruster Capital Management Inc. | 38,462 | $953 | 12/31/2023 | | SCHE | 38,462 | $953 | 12/31/2023 | | Greenline Partners LLC | 38,443 | $953 | 12/31/2023 | | SCHE | 38,443 | $953 | 12/31/2023 | | US Bancorp DE | 38,371 | $951 | 12/31/2023 | | SCHE | 38,371 | $951 | 12/31/2023 | | Creative Financial Designs Inc. ADV | 38,324 | $950 | 12/31/2023 | | SCHE | 38,324 | $950 | 12/31/2023 | | Cyndeo Wealth Partners LLC | 37,322 | $942 | 03/31/2024 | | SCHE | 37,322 | $942 | 03/31/2024 | | Bank of Montreal Can | 37,891 | $940 | 12/31/2023 | | SCHE | 37,891 | $940 | 12/31/2023 | | Atria Wealth Solutions Inc. | 37,844 | $938 | 12/31/2023 | | SCHE | 37,844 | $938 | 12/31/2023 | | Lowe Brockenbrough & Co. Inc. | 37,807 | $937 | 12/31/2023 | | SCHE | 37,807 | $937 | 12/31/2023 | | Madden Advisory Services Inc. | 37,332 | $925 | 12/31/2023 | | SCHE | 37,332 | $925 | 12/31/2023 | | Cetera Advisors LLC | 35,972 | $892 | 12/31/2023 | | SCHE | 35,972 | $892 | 12/31/2023 | | Bond & Devick Financial Network Inc. | 35,837 | $888 | 12/31/2023 | | SCHE | 35,837 | $888 | 12/31/2023 | | Axxcess Wealth Management LLC | 35,399 | $878 | 12/31/2023 | | SCHE | 35,399 | $878 | 12/31/2023 | | Whitcomb & Hess Inc. | 34,440 | $870 | 03/31/2024 | | SCHE | 34,440 | $870 | 03/31/2024 | | CIC Wealth LLC | 34,312 | $866 | 03/31/2024 | | SCHE | 34,312 | $866 | 03/31/2024 | | Resource Planning Group | 34,867 | $864 | 12/31/2023 | | SCHE | 34,867 | $864 | 12/31/2023 | | OneAscent Financial Services LLC | 33,973 | $858 | 03/31/2024 | | SCHE | 33,973 | $858 | 03/31/2024 | | Accurate Wealth Management LLC | 35,284 | $854 | 12/31/2023 | | SCHE | 35,284 | $854 | 12/31/2023 | | SILVER OAK SECURITIES Inc | 34,402 | $853 | 12/31/2023 | | SCHE | 34,402 | $853 | 12/31/2023 | | Firestone Capital Management | 34,033 | $844 | 12/31/2023 | | SCHE | 34,033 | $844 | 12/31/2023 | | Econ Financial Services Corp | 33,862 | $839 | 12/31/2023 | | SCHE | 33,862 | $839 | 12/31/2023 | | Baird Financial Group Inc. | 33,749 | $837 | 12/31/2023 | | SCHE | 33,749 | $837 | 12/31/2023 | | Morling Financial Advisors LLC | 33,335 | $826 | 12/31/2023 | | SCHE | 33,335 | $826 | 12/31/2023 | | Ignite Planners LLC | 32,460 | $823 | 03/31/2024 | | SCHE | 32,460 | $823 | 03/31/2024 | | Kiley Juergens Wealth Management LLC | 32,499 | $821 | 03/31/2024 | | SCHE | 32,499 | $821 | 03/31/2024 | | Clayton Financial Group LLC | 32,729 | $811 | 12/31/2023 | | SCHE | 32,729 | $811 | 12/31/2023 | | Element Wealth LLC | 32,617 | $809 | 12/31/2023 | | SCHE | 32,617 | $809 | 12/31/2023 | | SJA Financial Advisory LLC | 32,217 | $799 | 12/31/2023 | | SCHE | 32,217 | $799 | 12/31/2023 | | Everhart Financial Group Inc. | 31,994 | $793 | 12/31/2023 | | SCHE | 31,994 | $793 | 12/31/2023 | | Smithbridge Asset Management Inc. DE | 31,948 | $792 | 12/31/2023 | | SCHE | 31,948 | $792 | 12/31/2023 | | Vawter Financial Ltd. | 31,665 | $785 | 12/31/2023 | | SCHE | 31,665 | $785 | 12/31/2023 | | Sand Hill Global Advisors LLC | 31,107 | $771 | 12/31/2023 | | SCHE | 31,107 | $771 | 12/31/2023 | | Voisard Asset Management Group Inc. | 30,079 | $759 | 03/31/2024 | | SCHE | 30,079 | $759 | 03/31/2024 | | JJJ Advisors Inc. | 29,957 | $756 | 03/31/2024 | | SCHE | 29,957 | $756 | 03/31/2024 | | American Investment Services Inc. | 30,456 | $755 | 12/31/2023 | | SCHE | 30,456 | $755 | 12/31/2023 | | Frontier Asset Management LLC | 29,800 | $739 | 12/31/2023 | | SCHE | 29,800 | $739 | 12/31/2023 | | BSW Wealth Partners | 29,771 | $738 | 12/31/2023 | | SCHE | 29,771 | $738 | 12/31/2023 | | CAP Partners LLC | 28,808 | $727 | 03/31/2024 | | SCHE | 28,808 | $727 | 03/31/2024 | | Asset Dedication LLC | 28,463 | $722 | 03/31/2024 | | SCHE | 28,463 | $722 | 03/31/2024 | | Blue Bell Private Wealth Management LLC | 29,044 | $720 | 12/31/2023 | | SCHE | 29,044 | $720 | 12/31/2023 | | Global Retirement Partners LLC | 30,226 | $719 | 12/31/2023 | | SCHE | 30,226 | $719 | 12/31/2023 | | Cahill Financial Advisors Inc. | 28,653 | $710 | 12/31/2023 | | SCHE | 28,653 | $710 | 12/31/2023 | | Granite Bay Wealth Management LLC | 29,188 | $702 | 12/31/2023 | | SCHE | 29,188 | $702 | 12/31/2023 | | Farther Finance Advisors LLC | 28,297 | $701 | 12/31/2023 | | SCHE | 28,297 | $701 | 12/31/2023 | | REDW Wealth LLC | 27,983 | $694 | 12/31/2023 | | SCHE | 27,983 | $694 | 12/31/2023 | | First Manhattan Co. | 27,076 | $671 | 12/31/2023 | | SCHE | 27,076 | $671 | 12/31/2023 | | Global Strategic Investment Solutions LLC | 26,879 | $666 | 12/31/2023 | | SCHE | 26,879 | $666 | 12/31/2023 | | Arete Wealth Advisors LLC | 26,443 | $656 | 12/31/2023 | | SCHE | 26,443 | $656 | 12/31/2023 | | HHM Wealth Advisors LLC | 26,327 | $653 | 12/31/2023 | | SCHE | 26,327 | $653 | 12/31/2023 | | Jentner Corp | 26,143 | $648 | 12/31/2023 | | SCHE | 26,143 | $648 | 12/31/2023 | | Abacus Planning Group Inc. | 25,612 | $647 | 03/31/2024 | | SCHE | 25,612 | $647 | 03/31/2024 | | Private Trust Co. NA | 25,873 | $641 | 12/31/2023 | | SCHE | 25,873 | $641 | 12/31/2023 | | Blueprint Investment Partners LLC | 25,678 | $637 | 12/31/2023 | | SCHE | 25,678 | $637 | 12/31/2023 | | Cedar Brook Financial Partners LLC | 25,142 | $635 | 03/31/2024 | | SCHE | 25,142 | $635 | 03/31/2024 | | Blair William & Co. IL | 25,605 | $635 | 12/31/2023 | | SCHE | 25,605 | $635 | 12/31/2023 | | Ameritas Investment Partners Inc. | 25,581 | $634 | 12/31/2023 | | SCHE | 25,581 | $634 | 12/31/2023 | | Retirement Planning Group | 24,985 | $631 | 03/31/2024 | | SCHE | 24,985 | $631 | 03/31/2024 | | Acorn Financial Advisory Services Inc. ADV | 25,504 | $623 | 12/31/2023 | | SCHE | 25,504 | $623 | 12/31/2023 | | Fonville Wealth Management LLC | 25,146 | $623 | 12/31/2023 | | SCHE | 25,146 | $623 | 12/31/2023 | | C M Bidwell & Associates Ltd. | 24,988 | $619 | 12/31/2023 | | SCHE | 24,988 | $619 | 12/31/2023 | | Falcon Wealth Planning | 23,883 | $603 | 03/31/2024 | | SCHE | 23,883 | $603 | 03/31/2024 | | Dorsey & Whitney Trust CO LLC | 24,271 | $602 | 12/31/2023 | | SCHE | 24,271 | $602 | 12/31/2023 | | StrategIQ Financial Group LLC | 24,125 | $598 | 12/31/2023 | | SCHE | 24,125 | $598 | 12/31/2023 | | MCF Advisors LLC | 23,548 | $595 | 03/31/2024 | | SCHE | 23,548 | $595 | 03/31/2024 | | Schwallier Wealth Management LLC | 23,749 | $589 | 12/31/2023 | | SCHE | 23,749 | $589 | 12/31/2023 | | Aspen Investment Management Inc | 23,672 | $587 | 12/31/2023 | | SCHE | 23,672 | $587 | 12/31/2023 | | APCM Wealth Management for Individuals | 22,973 | $580 | 03/31/2024 | | SCHE | 22,973 | $580 | 03/31/2024 | | Retirement Group LLC | 23,383 | $580 | 12/31/2023 | | SCHE | 23,383 | $580 | 12/31/2023 | | Northern Trust Corp | 23,251 | $576 | 12/31/2023 | | SCHE | 23,251 | $576 | 12/31/2023 | | FF Advisors LLC | 22,758 | $575 | 03/31/2024 | | SCHE | 22,758 | $575 | 03/31/2024 | | Rosenberg Matthew Hamilton | 23,025 | $571 | 12/31/2023 | | SCHE | 23,025 | $571 | 12/31/2023 | | SWS Partners | 22,938 | $569 | 12/31/2023 | | SCHE | 22,938 | $569 | 12/31/2023 | | WealthPLAN Partners LLC | 22,863 | $567 | 12/31/2023 | | SCHE | 22,863 | $567 | 12/31/2023 | | Kearns & Associates LLC | 22,856 | $567 | 12/31/2023 | | SCHE | 22,856 | $567 | 12/31/2023 | | Chicago Partners Investment Group LLC | 23,223 | $560 | 12/31/2023 | | SCHE | 23,223 | $560 | 12/31/2023 | | Roble Belko & Company Inc | 22,001 | $556 | 03/31/2024 | | SCHE | 22,001 | $556 | 03/31/2024 | | Coastwise Capital Group LLC | 22,383 | $555 | 12/31/2023 | | SCHE | 22,383 | $555 | 12/31/2023 | | DBK Financial Counsel LLC | 21,740 | $549 | 03/31/2024 | | SCHE | 21,740 | $549 | 03/31/2024 | | Thrivent Financial for Lutherans | 22,108 | $548 | 12/31/2023 | | SCHE | 22,108 | $548 | 12/31/2023 | | Sachetta LLC | 22,012 | $546 | 12/31/2023 | | SCHE | 22,012 | $546 | 12/31/2023 | | Congress Wealth Management LLC DE | 21,364 | $539 | 03/31/2024 | | SCHE | 21,364 | $539 | 03/31/2024 | | Atomi Financial Group Inc. | 21,297 | $528 | 12/31/2023 | | SCHE | 21,297 | $528 | 12/31/2023 | | Mendel Capital Management LLC | 20,869 | $517 | 12/31/2023 | | SCHE | 20,869 | $517 | 12/31/2023 | | SOL Capital Management CO | 20,654 | $512 | 12/31/2023 | | SCHE | 20,654 | $512 | 12/31/2023 | | Capital Investment Advisory Services LLC | 20,617 | $511 | 12/31/2023 | | SCHE | 20,617 | $511 | 12/31/2023 | | Blue Barn Wealth LLC | 20,537 | $509 | 12/31/2023 | | SCHE | 20,537 | $509 | 12/31/2023 | | Renaissance Technologies LLC | 20,500 | $508 | 12/31/2023 | | SCHE | 20,500 | $508 | 12/31/2023 | | Brighton Jones LLC | 20,506 | $508 | 12/31/2023 | | SCHE | 20,506 | $508 | 12/31/2023 | | Arbor Trust Wealth Advisors LLC | 19,623 | $501 | 03/31/2024 | | SCHE | 19,623 | $501 | 03/31/2024 | | Tempus Wealth Planning LLC | 19,836 | $501 | 03/31/2024 | | SCHE | 19,836 | $501 | 03/31/2024 | | Clarity Capital Advisors LLC | 19,783 | $500 | 03/31/2024 | | SCHE | 19,783 | $500 | 03/31/2024 | | Sterling Financial Planning Inc. | 19,764 | $490 | 12/31/2023 | | SCHE | 19,764 | $490 | 12/31/2023 | | Warner Financial Inc. | 19,749 | $490 | 12/31/2023 | | SCHE | 19,749 | $490 | 12/31/2023 | | Laraway Financial Inc | 19,476 | $483 | 12/31/2023 | | SCHE | 19,476 | $483 | 12/31/2023 | | Wilson & Boucher Capital Management LLC | 19,384 | $481 | 12/31/2023 | | SCHE | 19,384 | $481 | 12/31/2023 | | Bourgeon Capital Management LLC | 18,784 | $474 | 03/31/2024 | | SCHE | 18,784 | $474 | 03/31/2024 | | ACT Wealth Management LLC | 18,487 | $467 | 03/31/2024 | | SCHE | 18,487 | $467 | 03/31/2024 | | Evensky & Katz LLC | 18,426 | $465 | 03/31/2024 | | SCHE | 18,426 | $465 | 03/31/2024 | | Sterling Investment Management Inc. | 18,719 | $464 | 12/31/2023 | | SCHE | 18,719 | $464 | 12/31/2023 | | Elwood & Goetz Wealth Advisory Group LLC | 18,679 | $463 | 12/31/2023 | | SCHE | 18,679 | $463 | 12/31/2023 | | Bfsg LLC | 18,626 | $462 | 12/31/2023 | | SCHE | 18,626 | $462 | 12/31/2023 | | Power Wealth Management LLC | 18,649 | $462 | 12/31/2023 | | SCHE | 18,649 | $462 | 12/31/2023 | | Atlas Capital Advisors LLC | 18,277 | $461 | 03/31/2024 | | SCHE | 18,277 | $461 | 03/31/2024 | | Capital Advisors Ltd. LLC | 18,232 | $460 | 03/31/2024 | | SCHE | 18,232 | $460 | 03/31/2024 | | FC Advisory LLC | 18,572 | $460 | 12/31/2023 | | SCHE | 18,572 | $460 | 12/31/2023 | | Tenret Co LLC | 18,337 | $455 | 12/31/2023 | | SCHE | 18,337 | $455 | 12/31/2023 | | Modus Advisors LLC | 17,969 | $454 | 03/31/2024 | | SCHE | 17,969 | $454 | 03/31/2024 | | Horan Capital Advisors LLC. | 18,272 | $453 | 12/31/2023 | | SCHE | 18,272 | $453 | 12/31/2023 | | Wade Financial Advisory Inc | 18,144 | $450 | 12/31/2023 | | SCHE | 18,144 | $450 | 12/31/2023 | | Procyon Private Wealth Partners LLC | 17,586 | $444 | 03/31/2024 | | SCHE | 17,586 | $444 | 03/31/2024 | | One Capital Management LLC | 17,923 | $444 | 12/31/2023 | | SCHE | 17,923 | $444 | 12/31/2023 | | Appleton Partners Inc. MA | 17,405 | $439 | 03/31/2024 | | SCHE | 17,405 | $439 | 03/31/2024 | | Brookstone Capital Management | 17,125 | $432 | 03/31/2024 | | SCHE | 17,125 | $432 | 03/31/2024 | | Kestra Advisory Services LLC | 17,417 | $432 | 12/31/2023 | | SCHE | 17,417 | $432 | 12/31/2023 | | Clearstead Advisors LLC | 17,219 | $427 | 12/31/2023 | | SCHE | 17,219 | $427 | 12/31/2023 | | Capital Planning LLC | 16,803 | $424 | 03/31/2024 | | SCHE | 16,803 | $424 | 03/31/2024 | | Flower City Capital | 16,679 | $421 | 03/31/2024 | | SCHE | 16,679 | $421 | 03/31/2024 | | Valley Forge Investment Consultants Inc. ADV | 16,994 | $421 | 12/31/2023 | | SCHE | 16,994 | $421 | 12/31/2023 | | Foster Victor Wealth Advisors LLC | 17,176 | $420 | 12/31/2023 | | SCHE | 17,176 | $420 | 12/31/2023 | | IFP Advisors Inc | 16,869 | $418 | 12/31/2023 | | SCHE | 16,869 | $418 | 12/31/2023 | | RHS Financial LLC | 16,529 | $417 | 03/31/2024 | | SCHE | 16,529 | $417 | 03/31/2024 | | Garrison Asset Management LLC | 16,797 | $416 | 12/31/2023 | | SCHE | 16,797 | $416 | 12/31/2023 | | Meridian Wealth Management LLC | 16,775 | $416 | 12/31/2023 | | SCHE | 16,775 | $416 | 12/31/2023 | | Hill Investment Group Partners LLC | 16,726 | $415 | 12/31/2023 | | SCHE | 16,726 | $415 | 12/31/2023 | | OLD National Bancorp IN | 16,245 | $410 | 03/31/2024 | | SCHE | 16,245 | $410 | 03/31/2024 | | Gradient Capital Advisors LLC | 16,122 | $407 | 03/31/2024 | | SCHE | 16,122 | $407 | 03/31/2024 | | Sollinda Capital Management LLC | 16,419 | $407 | 12/31/2023 | | SCHE | 16,419 | $407 | 12/31/2023 | | D.A. Davidson & CO. | 16,295 | $404 | 12/31/2023 | | SCHE | 16,295 | $404 | 12/31/2023 | | Alesco Advisors LLC | 16,301 | $404 | 12/31/2023 | | SCHE | 16,301 | $404 | 12/31/2023 | | Boyer & Corporon Wealth Management LLC | 16,307 | $404 | 12/31/2023 | | SCHE | 16,307 | $404 | 12/31/2023 | | IHT Wealth Management LLC | 16,117 | $400 | 12/31/2023 | | SCHE | 16,117 | $400 | 12/31/2023 | | Empower Advisory Group LLC | 16,001 | $397 | 12/31/2023 | | SCHE | 16,001 | $397 | 12/31/2023 | | Cherry Tree Wealth Management LLC | 15,966 | $396 | 12/31/2023 | | SCHE | 15,966 | $396 | 12/31/2023 | | Gould Asset Management LLC CA | 15,940 | $395 | 12/31/2023 | | SCHE | 15,940 | $395 | 12/31/2023 | | Eley Financial Management Inc | 15,857 | $393 | 12/31/2023 | | SCHE | 15,857 | $393 | 12/31/2023 | | Evermay Wealth Management LLC | 15,737 | $390 | 12/31/2023 | | SCHE | 15,737 | $390 | 12/31/2023 | | Natixis Advisors L.P. | 15,681 | $388 | 12/31/2023 | | SCHE | 15,681 | $388 | 12/31/2023 | | AE Wealth Management LLC | 16,005 | $387 | 12/31/2023 | | SCHE | 16,005 | $387 | 12/31/2023 | | Nicolet Bankshares Inc. | 15,552 | $386 | 12/31/2023 | | SCHE | 15,552 | $386 | 12/31/2023 | | Values Added Financial LLC | 15,519 | $385 | 12/31/2023 | | SCHE | 15,519 | $385 | 12/31/2023 | | LGL Partners LLC | 15,504 | $384 | 12/31/2023 | | SCHE | 15,504 | $384 | 12/31/2023 | | Emerald Advisors LLC | 15,481 | $384 | 12/31/2023 | | SCHE | 15,481 | $384 | 12/31/2023 | | SignalPoint Asset Management LLC | 15,081 | $381 | 03/31/2024 | | SCHE | 15,081 | $381 | 03/31/2024 | | Private Capital Management LLC | 15,032 | $380 | 03/31/2024 | | SCHE | 15,032 | $380 | 03/31/2024 | | Integrated Advisors Network LLC | 15,324 | $380 | 12/31/2023 | | SCHE | 15,324 | $380 | 12/31/2023 | | Avantax Advisory Services Inc. | 15,096 | $374 | 12/31/2023 | | SCHE | 15,096 | $374 | 12/31/2023 | | Ancora Advisors LLC | 15,069 | $374 | 12/31/2023 | | SCHE | 15,069 | $374 | 12/31/2023 | | Cornerstone Wealth Group LLC | 14,716 | $372 | 03/31/2024 | | SCHE | 14,716 | $372 | 03/31/2024 | | Exencial Wealth Advisors LLC | 14,992 | $372 | 12/31/2023 | | SCHE | 14,992 | $372 | 12/31/2023 | | Rehmann Capital Advisory Group | 14,910 | $370 | 12/31/2023 | | SCHE | 14,910 | $370 | 12/31/2023 | | Curtis Advisory Group LLC | 14,902 | $369 | 12/31/2023 | | SCHE | 14,902 | $369 | 12/31/2023 | | Summit Financial Strategies Inc. | 14,833 | $368 | 12/31/2023 | | SCHE | 14,833 | $368 | 12/31/2023 | | Signaturefd LLC | 14,774 | $366 | 12/31/2023 | | SCHE | 14,774 | $366 | 12/31/2023 | | Csenge Advisory Group | 14,650 | $363 | 12/31/2023 | | SCHE | 14,650 | $363 | 12/31/2023 | | Pensionmark Financial Group LLC | 14,352 | $356 | 12/31/2023 | | SCHE | 14,352 | $356 | 12/31/2023 | | Pure Financial Advisors Inc. | 14,002 | $354 | 03/31/2024 | | SCHE | 14,002 | $354 | 03/31/2024 | | Advisory Alpha LLC | 14,290 | $354 | 12/31/2023 | | SCHE | 14,290 | $354 | 12/31/2023 | | Stratos Wealth Advisors LLC | 13,822 | $349 | 03/31/2024 | | SCHE | 13,822 | $349 | 03/31/2024 | | Equitable Holdings Inc. | 13,867 | $344 | 12/31/2023 | | SCHE | 13,867 | $344 | 12/31/2023 | | Cary Street Partners Investment Advisory LLC | 13,817 | $343 | 12/31/2023 | | SCHE | 13,817 | $343 | 12/31/2023 | | Valeo Financial Advisors LLC | 13,557 | $342 | 03/31/2024 | | SCHE | 13,557 | $342 | 03/31/2024 | | James Investment Research Inc. | 13,767 | $341 | 12/31/2023 | | SCHE | 13,767 | $341 | 12/31/2023 | | Diversified Portfolios Inc. | 13,706 | $340 | 12/31/2023 | | SCHE | 13,706 | $340 | 12/31/2023 | | Motive Wealth Advisors | 13,645 | $338 | 12/31/2023 | | SCHE | 13,645 | $338 | 12/31/2023 | | Sei Investments Co. | 13,562 | $336 | 12/31/2023 | | SCHE | 13,562 | $336 | 12/31/2023 | | Park Avenue Securities LLC | 13,071 | $330 | 03/31/2024 | | SCHE | 13,071 | $330 | 03/31/2024 | | Morris Financial Concepts Inc. | 12,848 | $324 | 03/31/2024 | | SCHE | 12,848 | $324 | 03/31/2024 | | Geometric Wealth Advisors | 13,000 | $322 | 12/31/2023 | | SCHE | 13,000 | $322 | 12/31/2023 | | Kestra Private Wealth Services LLC | 12,917 | $320 | 12/31/2023 | | SCHE | 12,917 | $320 | 12/31/2023 | | Wealthfront Advisers LLC | 12,574 | $317 | 03/31/2024 | | SCHE | 12,574 | $317 | 03/31/2024 | | RSM US Wealth Management LLC | 12,807 | $317 | 12/31/2023 | | SCHE | 12,807 | $317 | 12/31/2023 | | Acropolis Investment Management LLC | 12,516 | $316 | 03/31/2024 | | SCHE | 12,516 | $316 | 03/31/2024 | | Ritholtz Wealth Management | 12,734 | $316 | 12/31/2023 | | SCHE | 12,734 | $316 | 12/31/2023 | | Apeiron RIA LLC | 12,470 | $315 | 03/31/2024 | | SCHE | 12,470 | $315 | 03/31/2024 | | Commerce Bank | 12,683 | $314 | 12/31/2023 | | SCHE | 12,683 | $314 | 12/31/2023 | | Fifth Third Bancorp | 12,590 | $312 | 12/31/2023 | | SCHE | 12,590 | $312 | 12/31/2023 | | Fifth Third Securities Inc. | 12,314 | $311 | 03/31/2024 | | SCHE | 12,314 | $311 | 03/31/2024 | | Ironwood Financial llc | 12,302 | $311 | 03/31/2024 | | SCHE | 12,302 | $311 | 03/31/2024 | | Mission Creek Capital Partners Inc. | 12,430 | $308 | 12/31/2023 | | SCHE | 12,430 | $308 | 12/31/2023 | | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 12,386 | $307 | 12/31/2023 | | SCHE | 12,386 | $307 | 12/31/2023 | | Zhang Financial LLC | 12,360 | $306 | 12/31/2023 | | SCHE | 12,360 | $306 | 12/31/2023 | | Pflug Koory LLC | 12,021 | $304 | 03/31/2024 | | SCHE | 12,021 | $304 | 03/31/2024 | | Washington Trust Advisors Inc. | 12,262 | $304 | 12/31/2023 | | SCHE | 12,262 | $304 | 12/31/2023 | | Objective Capital Management LLC | 12,276 | $304 | 12/31/2023 | | SCHE | 12,276 | $304 | 12/31/2023 | | Richardson Capital Management LLC | 11,985 | $303 | 03/31/2024 | | SCHE | 11,985 | $303 | 03/31/2024 | | Oldfather Financial Services LLC | 12,210 | $303 | 12/31/2023 | | SCHE | 12,210 | $303 | 12/31/2023 | | Savvy Advisors Inc. | 12,187 | $302 | 12/31/2023 | | SCHE | 12,187 | $302 | 12/31/2023 | | McKinley Carter Wealth Services Inc. | 12,157 | $301 | 12/31/2023 | | SCHE | 12,157 | $301 | 12/31/2023 | | Spire Wealth Management | 12,561 | $299 | 12/31/2023 | | SCHE | 12,561 | $299 | 12/31/2023 | | Evanson Asset Management LLC | 11,804 | $298 | 03/31/2024 | | SCHE | 11,804 | $298 | 03/31/2024 | | B & T Capital Management DBA Alpha Capital Management | 11,692 | $295 | 03/31/2024 | | SCHE | 11,692 | $295 | 03/31/2024 | | Landmark Financial Advisors LLC | 11,844 | $294 | 12/31/2023 | | SCHE | 11,844 | $294 | 12/31/2023 | | Joseph P. Lucia & Associates LLC | 11,835 | $293 | 12/31/2023 | | SCHE | 11,835 | $293 | 12/31/2023 | | Schoolcraft Capital LLC | 11,582 | $292 | 03/31/2024 | | SCHE | 11,582 | $292 | 03/31/2024 | | Creegan & Nassoura Financial Group LLC | 11,725 | $291 | 12/31/2023 | | SCHE | 11,725 | $291 | 12/31/2023 | | Orion Portfolio Solutions LLC | 11,786 | $288 | 12/31/2023 | | SCHE | 11,786 | $288 | 12/31/2023 | | Sigma Investment Counselors Inc. | 11,469 | $284 | 12/31/2023 | | SCHE | 11,469 | $284 | 12/31/2023 | | Riversedge Advisors LLC | 11,292 | $280 | 12/31/2023 | | SCHE | 11,292 | $280 | 12/31/2023 | | Valued Wealth Advisors LLC | 11,462 | $274 | 12/31/2023 | | SCHE | 11,462 | $274 | 12/31/2023 | | Gilbert & Cook Inc. | 11,030 | $273 | 12/31/2023 | | SCHE | 11,030 | $273 | 12/31/2023 | | Prudential Financial Inc. | 10,877 | $270 | 12/31/2023 | | SCHE | 10,877 | $270 | 12/31/2023 | | AdvisorNet Financial Inc | 10,658 | $269 | 03/31/2024 | | SCHE | 10,658 | $269 | 03/31/2024 | | Richard P Slaughter Associates Inc | 10,612 | $268 | 03/31/2024 | | SCHE | 10,612 | $268 | 03/31/2024 | | Lincoln National Corp | 10,751 | $267 | 12/31/2023 | | SCHE | 10,751 | $267 | 12/31/2023 | | Simon Quick Advisors LLC | 10,547 | $266 | 03/31/2024 | | SCHE | 10,547 | $266 | 03/31/2024 | | Sage Financial Group Inc. | 10,607 | $263 | 12/31/2023 | | SCHE | 10,607 | $263 | 12/31/2023 | | Milestone Investment Advisors LLC | 10,627 | $263 | 12/31/2023 | | SCHE | 10,627 | $263 | 12/31/2023 | | Ieq Capital LLC | 10,508 | $260 | 12/31/2023 | | SCHE | 10,508 | $260 | 12/31/2023 | | True North Advisors LLC | 10,231 | $258 | 03/31/2024 | | SCHE | 10,231 | $258 | 03/31/2024 | | Parkside Advisors LLC | 10,142 | $256 | 03/31/2024 | | SCHE | 10,142 | $256 | 03/31/2024 | | Salem Investment Counselors Inc. | 9,991 | $252 | 03/31/2024 | | SCHE | 9,991 | $252 | 03/31/2024 | | Stone Point Wealth LLC | 10,178 | $252 | 12/31/2023 | | SCHE | 10,178 | $252 | 12/31/2023 | | Successful Portfolios LLC | 9,926 | $251 | 03/31/2024 | | SCHE | 9,926 | $251 | 03/31/2024 | | Rollins Financial | 10,131 | $251 | 12/31/2023 | | SCHE | 10,131 | $251 | 12/31/2023 | | Rollins Financial Advisors LLC | 10,131 | $251 | 12/31/2023 | | SCHE | 10,131 | $251 | 12/31/2023 | | Schaeffer Financial LLC | 10,144 | $251 | 12/31/2023 | | SCHE | 10,144 | $251 | 12/31/2023 | | Meeder Advisory Services Inc. | 10,034 | $249 | 12/31/2023 | | SCHE | 10,034 | $249 | 12/31/2023 | | Argent Trust Co | 9,864 | $245 | 12/31/2023 | | SCHE | 9,864 | $245 | 12/31/2023 | | GSB Wealth Management LLC | 9,900 | $245 | 12/31/2023 | | SCHE | 9,900 | $245 | 12/31/2023 | | Headinvest LLC | 9,799 | $243 | 12/31/2023 | | SCHE | 9,799 | $243 | 12/31/2023 | | Waterfront Wealth Inc. | 9,792 | $243 | 12/31/2023 | | SCHE | 9,792 | $243 | 12/31/2023 | | Portside Wealth Group LLC | 9,473 | $239 | 03/31/2024 | | SCHE | 9,473 | $239 | 03/31/2024 | | Ironwood Investment Management LLC | 9,640 | $239 | 12/31/2023 | | SCHE | 9,640 | $239 | 12/31/2023 | | Nikulski Financial Inc. | 9,370 | $237 | 03/31/2024 | | SCHE | 9,370 | $237 | 03/31/2024 | | UMA Financial Services Inc. | 9,592 | $237 | 03/31/2024 | | SCHE | 9,592 | $237 | 03/31/2024 | | O Shaughnessy Asset Management LLC | 9,542 | $237 | 12/31/2023 | | SCHE | 9,542 | $237 | 12/31/2023 | | InterOcean Capital Group LLC | 9,498 | $235 | 12/31/2023 | | SCHE | 9,498 | $235 | 12/31/2023 | | Cordant Inc. | 9,210 | $233 | 03/31/2024 | | SCHE | 9,210 | $233 | 03/31/2024 | | CAPROCK Group Inc. | 9,263 | $230 | 12/31/2023 | | SCHE | 9,263 | $230 | 12/31/2023 | | Arlington Trust Co LLC | 9,061 | $229 | 03/31/2024 | | SCHE | 9,061 | $229 | 03/31/2024 | | Connecticut Wealth Management LLC | 9,243 | $229 | 12/31/2023 | | SCHE | 9,243 | $229 | 12/31/2023 | | Per Stirling Capital Management LLC. | 9,201 | $228 | 12/31/2023 | | SCHE | 9,201 | $228 | 12/31/2023 | | Long Island Wealth Management Inc. | 9,187 | $228 | 12/31/2023 | | SCHE | 9,187 | $228 | 12/31/2023 | | BKD Wealth Advisors LLC | 8,977 | $227 | 03/31/2024 | | SCHE | 8,977 | $227 | 03/31/2024 | | Millennium Management LLC | 9,173 | $227 | 12/31/2023 | | SCHE | 9,173 | $227 | 12/31/2023 | | JFG Wealth Management LLC | 9,141 | $227 | 12/31/2023 | | SCHE | 9,141 | $227 | 12/31/2023 | | Great Waters Wealth Management | 8,966 | $226 | 03/31/2024 | | SCHE | 8,966 | $226 | 03/31/2024 | | Empirical Asset Management LLC | 9,120 | $226 | 12/31/2023 | | SCHE | 9,120 | $226 | 12/31/2023 | | BOS Asset Management LLC | 9,131 | $226 | 12/31/2023 | | SCHE | 9,131 | $226 | 12/31/2023 | | National Asset Management Inc. | 9,070 | $225 | 12/31/2023 | | SCHE | 9,070 | $225 | 12/31/2023 | | SimpliFi Inc. | 9,360 | $224 | 12/31/2023 | | SCHE | 9,360 | $224 | 12/31/2023 | | Foundations Investment Advisors LLC | 9,345 | $224 | 12/31/2023 | | SCHE | 9,345 | $224 | 12/31/2023 | | Pine Haven Investment Counsel Inc | 9,050 | $224 | 12/31/2023 | | SCHE | 9,050 | $224 | 12/31/2023 | | Index Fund Advisors Inc. | 8,971 | $222 | 12/31/2023 | | SCHE | 8,971 | $222 | 12/31/2023 | | Kingsview Wealth Management LLC | 8,905 | $221 | 12/31/2023 | | SCHE | 8,905 | $221 | 12/31/2023 | | ETF Store Inc. | 8,887 | $220 | 12/31/2023 | | SCHE | 8,887 | $220 | 12/31/2023 | | Twele Capital Management Inc. | 8,539 | $216 | 03/31/2024 | | SCHE | 8,539 | $216 | 03/31/2024 | | Warwick Investment Management Inc. | 8,711 | $216 | 12/31/2023 | | SCHE | 8,711 | $216 | 12/31/2023 | | Private Capital Management LLC | 8,669 | $215 | 12/31/2023 | | SCHE | 8,669 | $215 | 12/31/2023 | | Walter & Keenan Financial Consulting Co. MI ADV | 8,622 | $214 | 12/31/2023 | | SCHE | 8,622 | $214 | 12/31/2023 | | Gill Capital Partners LLC | 8,597 | $213 | 12/31/2023 | | SCHE | 8,597 | $213 | 12/31/2023 | | Baker Avenue Asset Management LP | 8,582 | $213 | 12/31/2023 | | SCHE | 8,582 | $213 | 12/31/2023 | | PFG Advisors | 8,507 | $211 | 12/31/2023 | | SCHE | 8,507 | $211 | 12/31/2023 | | TCG Advisory Services LLC | 8,436 | $209 | 12/31/2023 | | SCHE | 8,436 | $209 | 12/31/2023 | | Dynamic Advisor Solutions LLC | 8,250 | $208 | 03/31/2024 | | SCHE | 8,250 | $208 | 03/31/2024 | | Evergreen Capital Management LLC | 8,334 | $207 | 12/31/2023 | | SCHE | 8,334 | $207 | 12/31/2023 | | Franklin Resources Inc. | 8,255 | $205 | 12/31/2023 | | SCHE | 8,255 | $205 | 12/31/2023 | | Pinnacle Financial Partners Inc. | 8,266 | $205 | 12/31/2023 | | SCHE | 8,266 | $205 | 12/31/2023 | | Sound View Wealth Advisors Group LLC | 8,218 | $204 | 12/31/2023 | | SCHE | 8,218 | $204 | 12/31/2023 | | Benjamin Edwards Inc. | 8,182 | $203 | 12/31/2023 | | SCHE | 8,182 | $203 | 12/31/2023 | | TrueWealth Advisors LLC | 8,148 | $202 | 12/31/2023 | | SCHE | 8,148 | $202 | 12/31/2023 | | Glaxis Capital Management LLC | 8,101 | $201 | 12/31/2023 | | SCHE | 8,101 | $201 | 12/31/2023 | | Townsquare Capital LLC | 8,110 | $201 | 12/31/2023 | | SCHE | 8,110 | $201 | 12/31/2023 | | Summit Financial LLC | 8,114 | $201 | 12/31/2023 | | SCHE | 8,114 | $201 | 12/31/2023 | | Front Row Advisors LLC | 7,504 | $186 | 12/31/2023 | | SCHE | 7,504 | $186 | 12/31/2023 | | Harbour Investments Inc. | 7,436 | $184 | 12/31/2023 | | SCHE | 7,436 | $184 | 12/31/2023 | | Planned Solutions Inc. | 7,373 | $183 | 12/31/2023 | | SCHE | 7,373 | $183 | 12/31/2023 | | Blue Chip Partners Inc. | 7,299 | $181 | 12/31/2023 | | SCHE | 7,299 | $181 | 12/31/2023 | | Principal Securities Inc. | 7,280 | $180 | 12/31/2023 | | SCHE | 7,280 | $180 | 12/31/2023 | | Private Wealth Management Group LLC | 6,665 | $165 | 12/31/2023 | | SCHE | 6,665 | $165 | 12/31/2023 | | Versant Capital Management Inc | 6,291 | $159 | 03/31/2024 | | SCHE | 6,291 | $159 | 03/31/2024 | | WASHINGTON TRUST Co | 6,400 | $159 | 12/31/2023 | | SCHE | 6,400 | $159 | 12/31/2023 | | Proffitt & Goodson Inc. | 6,208 | $154 | 12/31/2023 | | SCHE | 6,208 | $154 | 12/31/2023 | | Evolution Advisers Inc. | 5,950 | $146 | 12/31/2023 | | SCHE | 5,950 | $146 | 12/31/2023 | | Morton Brown Family Wealth LLC | 5,807 | $144 | 12/31/2023 | | SCHE | 5,807 | $144 | 12/31/2023 | | Advisory Services Network LLC | 5,748 | $142 | 12/31/2023 | | SCHE | 5,748 | $142 | 12/31/2023 | | The PNC Financial Services Group Inc. | 5,698 | $141 | 12/31/2023 | | SCHE | 5,698 | $141 | 12/31/2023 | | Glenmede Trust Co. NA | 5,422 | $134 | 12/31/2023 | | SCHE | 5,422 | $134 | 12/31/2023 | | Parkside Financial Bank & Trust | 5,196 | $129 | 12/31/2023 | | SCHE | 5,196 | $129 | 12/31/2023 | | Colonial Trust Co SC | 5,200 | $129 | 12/31/2023 | | SCHE | 5,200 | $129 | 12/31/2023 | | Larson Financial Group LLC | 4,979 | $123 | 12/31/2023 | | SCHE | 4,979 | $123 | 12/31/2023 | | New Republic Capital LLC | 4,869 | $121 | 12/31/2023 | | SCHE | 4,869 | $121 | 12/31/2023 | | American Capital Advisory LLC | 4,824 | $120 | 12/31/2023 | | SCHE | 4,824 | $120 | 12/31/2023 | | Newton One Investments LLC | 4,719 | $119 | 03/31/2024 | | SCHE | 4,719 | $119 | 03/31/2024 | | Pinnacle Bank | 4,403 | $111 | 03/31/2024 | | SCHE | 4,403 | $111 | 03/31/2024 | | Private Ocean LLC | 4,341 | $110 | 03/31/2024 | | SCHE | 4,341 | $110 | 03/31/2024 | | Steward Partners Investment Advisory LLC | 4,344 | $108 | 12/31/2023 | | SCHE | 4,344 | $108 | 12/31/2023 | | Signature Resources Capital Management LLC | 4,298 | $107 | 03/31/2024 | | SCHE | 4,298 | $107 | 03/31/2024 | | Clear Investment Research LLC | 4,255 | $105 | 12/31/2023 | | SCHE | 4,255 | $105 | 12/31/2023 | | Whittier Trust Co. of Nevada Inc. | 4,140 | $103 | 12/31/2023 | | SCHE | 4,140 | $103 | 12/31/2023 | | Baldwin Brothers Inc. MA | 4,055 | $102 | 03/31/2024 | | SCHE | 4,055 | $102 | 03/31/2024 | | Jackson Hole Capital Partners LLC | 4,000 | $99 | 12/31/2023 | | SCHE | 4,000 | $99 | 12/31/2023 | | Focused Wealth Management Inc | 3,688 | $91 | 12/31/2023 | | SCHE | 3,688 | $91 | 12/31/2023 | | Crewe Advisors LLC | 3,586 | $89 | 12/31/2023 | | SCHE | 3,586 | $89 | 12/31/2023 | | Tradewinds Capital Management LLC | 3,134 | $79 | 03/31/2024 | | SCHE | 3,134 | $79 | 03/31/2024 | | Cardiff Park Advisors LLC | 3,167 | $79 | 12/31/2023 | | SCHE | 3,167 | $79 | 12/31/2023 | | MeadowBrook Investment Advisors LLC | 3,130 | $78 | 12/31/2023 | | SCHE | 3,130 | $78 | 12/31/2023 | | Glassman Wealth Services | 3,128 | $78 | 12/31/2023 | | SCHE | 3,128 | $78 | 12/31/2023 | | AlphaMark Advisors LLC | 2,959 | $75 | 03/31/2024 | | SCHE | 2,959 | $75 | 03/31/2024 | | WealthCollab LLC | 3,008 | $75 | 12/31/2023 | | SCHE | 3,008 | $75 | 12/31/2023 | | Islay Capital Management LLC | 2,968 | $74 | 12/31/2023 | | SCHE | 2,968 | $74 | 12/31/2023 | | Family Asset Management LLC | 2,918 | $72 | 12/31/2023 | | SCHE | 2,918 | $72 | 12/31/2023 | | Howe & Rusling Inc. | 2,830 | $70 | 12/31/2023 | | SCHE | 2,830 | $70 | 12/31/2023 | | JDM Financial Group LLC | 2,833 | $70 | 12/31/2023 | | SCHE | 2,833 | $70 | 12/31/2023 | | Main Street Group LTD | 2,828 | $70 | 12/31/2023 | | SCHE | 2,828 | $70 | 12/31/2023 | | GHP Investment Advisors Inc. | 2,738 | $68 | 12/31/2023 | | SCHE | 2,738 | $68 | 12/31/2023 | | Deutsche Bank AG | 2,698 | $67 | 12/31/2023 | | SCHE | 2,698 | $67 | 12/31/2023 | | Smithfield Trust Co. | 2,665 | $67 | 12/31/2023 | | SCHE | 2,665 | $67 | 12/31/2023 | | Aptus Capital Advisors LLC | 2,516 | $62 | 12/31/2023 | | SCHE | 2,516 | $62 | 12/31/2023 | | Guardian Wealth Advisors LLC NC | 2,447 | $61 | 12/31/2023 | | SCHE | 2,447 | $61 | 12/31/2023 | | Life Planning Partners Inc | 2,466 | $61 | 12/31/2023 | | SCHE | 2,466 | $61 | 12/31/2023 | | Bray Capital Advisors | 2,395 | $59 | 12/31/2023 | | SCHE | 2,395 | $59 | 12/31/2023 | | Friedenthal Financial | 2,168 | $54 | 12/31/2023 | | SCHE | 2,168 | $54 | 12/31/2023 | | HM Payson & Co. | 1,978 | $49 | 12/31/2023 | | SCHE | 1,978 | $49 | 12/31/2023 | | Bessemer Group Inc. | 1,971 | $49 | 12/31/2023 | | SCHE | 1,971 | $49 | 12/31/2023 | | Citigroup Inc. | 1,933 | $48 | 12/31/2023 | | SCHE | 1,933 | $48 | 12/31/2023 | | Cassady Schiller Wealth Management LLC | 1,787 | $44 | 12/31/2023 | | SCHE | 1,787 | $44 | 12/31/2023 | | Phillips Financial Management LLC | 1,682 | $42 | 12/31/2023 | | SCHE | 1,682 | $42 | 12/31/2023 | | Smartleaf Asset Management LLC | 1,645 | $41 | 12/31/2023 | | SCHE | 1,645 | $41 | 12/31/2023 | | Joseph Group Capital Management | 1,520 | $38 | 12/31/2023 | | SCHE | 1,520 | $38 | 12/31/2023 | | ZRC Wealth Management LLC | 1,459 | $37 | 03/31/2024 | | SCHE | 1,459 | $37 | 03/31/2024 | | UMB Bank N A MO | 1,403 | $35 | 12/31/2023 | | SCHE | 1,403 | $35 | 12/31/2023 | | Orion Capital Management LLC | 1,357 | $34 | 12/31/2023 | | SCHE | 1,357 | $34 | 12/31/2023 | | TFC Financial Management | 1,307 | $32 | 12/31/2023 | | SCHE | 1,307 | $32 | 12/31/2023 | | Strategic Investment Solutions Inc. IL | 1,280 | $32 | 12/31/2023 | | SCHE | 1,280 | $32 | 12/31/2023 | | Clarkston Capital Partners LLC | 1,253 | $31 | 12/31/2023 | | SCHE | 1,253 | $31 | 12/31/2023 | | Ambassador Advisors LLC | 1,306 | $31 | 12/31/2023 | | SCHE | 1,306 | $31 | 12/31/2023 | | Your Advocates Ltd. LLP | 1,190 | $30 | 12/31/2023 | | SCHE | 1,190 | $30 | 12/31/2023 | | McClarren Financial Advisors Inc. | 1,206 | $30 | 12/31/2023 | | SCHE | 1,206 | $30 | 12/31/2023 | | Ronald Blue Trust Inc. | 1,282 | $30 | 12/31/2023 | | SCHE | 1,282 | $30 | 12/31/2023 | | Tompkins Financial Corp | 1,147 | $29 | 03/31/2024 | | SCHE | 1,147 | $29 | 03/31/2024 | | Game Plan Financial Advisors LLC | 1,050 | $27 | 03/31/2024 | | SCHE | 1,050 | $27 | 03/31/2024 | | BOKF NA | 1,107 | $27 | 12/31/2023 | | SCHE | 1,107 | $27 | 12/31/2023 | | EverSource Wealth Advisors LLC | 1,086 | $27 | 12/31/2023 | | SCHE | 1,086 | $27 | 12/31/2023 | | Johnson Financial Group Inc. | 1,049 | $26 | 12/31/2023 | | SCHE | 1,049 | $26 | 12/31/2023 | | Guardian Wealth Management Inc. | 1,042 | $26 | 12/31/2023 | | SCHE | 1,042 | $26 | 12/31/2023 | | Hazlett Burt & Watson Inc. | 967 | $23 | 12/31/2023 | | SCHE | 967 | $23 | 12/31/2023 | | Gs Investments Inc. | 915 | $23 | 12/31/2023 | | SCHE | 915 | $23 | 12/31/2023 | | Sandy Spring Bank | 900 | $22 | 12/31/2023 | | SCHE | 900 | $22 | 12/31/2023 | | Qube Research & Technologies Ltd | 844 | $21 | 12/31/2023 | | SCHE | 844 | $21 | 12/31/2023 | | Impact Partnership Wealth LLC | 844 | $21 | 12/31/2023 | | SCHE | 844 | $21 | 12/31/2023 | | Atlantic Edge Private Wealth Management LLC | 792 | $20 | 12/31/2023 | | SCHE | 792 | $20 | 12/31/2023 | | Financial Synergies Wealth Advisors Inc. | 750 | $19 | 03/31/2024 | | SCHE | 750 | $19 | 03/31/2024 | | Chilton Capital Management LLC | 750 | $19 | 12/31/2023 | | SCHE | 750 | $19 | 12/31/2023 | | Plante Moran Financial Advisors LLC | 714 | $18 | 12/31/2023 | | SCHE | 714 | $18 | 12/31/2023 | | Emfo LLC | 733 | $18 | 12/31/2023 | | SCHE | 733 | $18 | 12/31/2023 | | Beacon Capital Management LLC | 737 | $18 | 12/31/2023 | | SCHE | 737 | $18 | 12/31/2023 | | M&R Capital Management Inc. | 645 | $16 | 03/31/2024 | | SCHE | 645 | $16 | 03/31/2024 | | Investors Research Corp | 647 | $16 | 12/31/2023 | | SCHE | 647 | $16 | 12/31/2023 | | BOK Financial Private Wealth Inc. | 589 | $15 | 12/31/2023 | | SCHE | 589 | $15 | 12/31/2023 | | Gradient Investments LLC | 597 | $15 | 12/31/2023 | | SCHE | 597 | $15 | 12/31/2023 | | Blume Capital Management Inc. | 608 | $15 | 12/31/2023 | | SCHE | 608 | $15 | 12/31/2023 | | Scarborough Advisors LLC | 620 | $15 | 12/31/2023 | | SCHE | 620 | $15 | 12/31/2023 | | Able Wealth Management LLC | 622 | $15 | 12/31/2023 | | SCHE | 622 | $15 | 12/31/2023 | | Bruce G. Allen Investments LLC | 571 | $14 | 03/31/2024 | | SCHE | 571 | $14 | 03/31/2024 | | Hollencrest Capital Management | 545 | $14 | 12/31/2023 | | SCHE | 545 | $14 | 12/31/2023 | | Financial Management Professionals Inc. | 515 | $13 | 03/31/2024 | | SCHE | 515 | $13 | 03/31/2024 | | DHJJ Financial Advisors Ltd. | 517 | $13 | 03/31/2024 | | SCHE | 517 | $13 | 03/31/2024 | | Tower Research Capital LLC TRC | 505 | $13 | 12/31/2023 | | SCHE | 505 | $13 | 12/31/2023 | | SRS Capital Advisors Inc. | 524 | $13 | 12/31/2023 | | SCHE | 524 | $13 | 12/31/2023 | | Glass Jacobson Investment Advisors llc | 515 | $13 | 12/31/2023 | | SCHE | 515 | $13 | 12/31/2023 | | Kayne Anderson Rudnick Investment Management LLC | 491 | $12 | 12/31/2023 | | SCHE | 491 | $12 | 12/31/2023 | | Legacy Bridge LLC | 440 | $11 | 12/31/2023 | | SCHE | 440 | $11 | 12/31/2023 | | Westside Investment Management Inc. | 393 | $10 | 03/31/2024 | | SCHE | 393 | $10 | 03/31/2024 | | Rise Advisors LLC | 400 | $10 | 03/31/2024 | | SCHE | 400 | $10 | 03/31/2024 | | National Bank of Canada FI | 399 | $10 | 12/31/2023 | | SCHE | 399 | $10 | 12/31/2023 | | Fortis Advisors LLC | 408 | $10 | 12/31/2023 | | SCHE | 408 | $10 | 12/31/2023 | | Providence Capital Advisors LLC | 395 | $10 | 12/31/2023 | | SCHE | 395 | $10 | 12/31/2023 | | Addison Advisors LLC | 415 | $10 | 12/31/2023 | | SCHE | 415 | $10 | 12/31/2023 | | Coppell Advisory Solutions LLC | 420 | $10 | 12/31/2023 | | SCHE | 420 | $10 | 12/31/2023 | | Householder Group Estate & Retirement Specialist LLC | 420 | $10 | 12/31/2023 | | SCHE | 420 | $10 | 12/31/2023 | | Hamilton Point Investment Advisors LLC | 345 | $9 | 12/31/2023 | | SCHE | 345 | $9 | 12/31/2023 | | Windsor Advisory Group LLC | 378 | $9 | 12/31/2023 | | SCHE | 378 | $9 | 12/31/2023 | | Bradley & Co. Private Wealth Management LLC | 365 | $9 | 12/31/2023 | | SCHE | 365 | $9 | 12/31/2023 | | Sanctuary Wealth Management L.L.C. | 343 | $8 | 12/31/2023 | | SCHE | 343 | $8 | 12/31/2023 | | GPS Wealth Strategies Group LLC | 308 | $8 | 12/31/2023 | | SCHE | 308 | $8 | 12/31/2023 | | Ritter Daniher Financial Advisory LLC DE | 340 | $8 | 12/31/2023 | | SCHE | 340 | $8 | 12/31/2023 | | Mascoma Wealth Management LLC | 285 | $7 | 12/31/2023 | | SCHE | 285 | $7 | 12/31/2023 | | Financial Freedom LLC | 263 | $7 | 12/31/2023 | | SCHE | 263 | $7 | 12/31/2023 | | Lowe Wealth Advisors LLC | 221 | $6 | 03/31/2024 | | SCHE | 221 | $6 | 03/31/2024 | | Horrell Capital Management Inc. | 251 | $6 | 12/31/2023 | | SCHE | 251 | $6 | 12/31/2023 | | Macroview Investment Management LLC | 259 | $6 | 12/31/2023 | | SCHE | 259 | $6 | 12/31/2023 | | First Horizon Advisors Inc. | 260 | $6 | 12/31/2023 | | SCHE | 260 | $6 | 12/31/2023 | | Key Financial Inc | 234 | $6 | 12/31/2023 | | SCHE | 234 | $6 | 12/31/2023 | | Provence Wealth Management Group | 224 | $6 | 12/31/2023 | | SCHE | 224 | $6 | 12/31/2023 | | Simplex Trading LLC | 211 | $5 | 12/31/2023 | | SCHE | 211 | $5 | 12/31/2023 | | Beaird Harris Wealth Management LLC | 209 | $5 | 12/31/2023 | | SCHE | 209 | $5 | 12/31/2023 | | Baystate Wealth Management LLC | 163 | $4 | 12/31/2023 | | SCHE | 163 | $4 | 12/31/2023 | | McIlrath & Eck LLC | 175 | $4 | 12/31/2023 | | SCHE | 175 | $4 | 12/31/2023 | | AlphaCore Capital LLC | 168 | $4 | 12/31/2023 | | SCHE | 168 | $4 | 12/31/2023 | | Wagner Wealth Management LLC | 157 | $4 | 12/31/2023 | | SCHE | 157 | $4 | 12/31/2023 | | Davis Capital Management | 123 | $3 | 03/31/2024 | | SCHE | 123 | $3 | 03/31/2024 | | SOA Wealth Advisors LLC. | 100 | $3 | 03/31/2024 | | SCHE | 100 | $3 | 03/31/2024 | | Delta Asset Management LLC TN | 111 | $3 | 12/31/2023 | | SCHE | 111 | $3 | 12/31/2023 | | Castleview Partners LLC | 109 | $3 | 12/31/2023 | | SCHE | 109 | $3 | 12/31/2023 | | Archer Investment Corp | 137 | $3 | 12/31/2023 | | SCHE | 137 | $3 | 12/31/2023 | | Gpwm LLC | 105 | $3 | 12/31/2023 | | SCHE | 105 | $3 | 12/31/2023 | | Wiser Advisor Group LLC | 102 | $3 | 12/31/2023 | | SCHE | 102 | $3 | 12/31/2023 | | Coston McIsaac & Partners | 65 | $2 | 03/31/2024 | | SCHE | 65 | $2 | 03/31/2024 | | Carolinas Wealth Consulting LLC | 74 | $2 | 12/31/2023 | | SCHE | 74 | $2 | 12/31/2023 | | Maryland Capital Advisors Inc. | 22 | $1 | 03/31/2024 | | SCHE | 22 | $1 | 03/31/2024 | | Trust Co. of Vermont | 33 | $1 | 12/31/2023 | | SCHE | 33 | $1 | 12/31/2023 | | Lindbrook Capital LLC | 48 | $1 | 12/31/2023 | | SCHE | 48 | $1 | 12/31/2023 | | Avion Wealth | 38 | $1 | 12/31/2023 | | SCHE | 38 | $1 | 12/31/2023 | | NWK Group Inc. | 21 | $1 | 12/31/2023 | | SCHE | 21 | $1 | 12/31/2023 | | Ulland Investment Advisors LLC | 54 | $1 | 12/31/2023 | | SCHE | 54 | $1 | 12/31/2023 | | Abich Financial Wealth Management LLC | 31 | $1 | 12/31/2023 | | SCHE | 31 | $1 | 12/31/2023 | | Cutler Group LP | | $0 | 03/31/2024 | | Call | 100 | $0 | 03/31/2024 | | Pacifica Partners Inc. | 4 | $0 | 03/31/2024 | | SCHE | 4 | $0 | 03/31/2024 | | Stephens Consulting LLC | 19 | $0 | 03/31/2024 | | SCHE | 19 | $0 | 03/31/2024 | | Proequities Inc. | 0 | $0 | 12/31/2023 | | SCHE | 0 | $0 | 12/31/2023 | | NBT Bank N A NY | 8 | $0 | 12/31/2023 | | SCHE | 8 | $0 | 12/31/2023 | | BlackRock Inc. | 1 | $0 | 12/31/2023 | | SCHE | 1 | $0 | 12/31/2023 | | Hanson & Doremus Investment Management | 1 | $0 | 12/31/2023 | | SCHE | 1 | $0 | 12/31/2023 | | Transamerica Financial Advisors Inc. | 1 | $0 | 12/31/2023 | | SCHE | 1 | $0 | 12/31/2023 | | NewSquare Capital LLC | 6 | $0 | 12/31/2023 | | SCHE | 6 | $0 | 12/31/2023 | | Centerpoint Advisors LLC | 7 | $0 | 12/31/2023 | | SCHE | 7 | $0 | 12/31/2023 | | Financial Gravity Asset Management Inc. | 0 | $0 | 12/31/2023 | | SCHE | 0 | $0 | 12/31/2023 | | Salomon & Ludwin LLC | 6 | $0 | 12/31/2023 | | SCHE | 6 | $0 | 12/31/2023 | | Annis Gardner Whiting Capital Advisors LLC | 19 | $0 | 12/31/2023 | | SCHE | 19 | $0 | 12/31/2023 |
See Summary: Institutional Holders of SCHE
See Details: Top 10 Hedge Funds Holding SCHE
Also See: SCHE Holdings Changes
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