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On this page, we present all of the funds holding STIP from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding STIP, with a link to that fund's top holdings. The next columns
indicate the amount of STIP stock held by each of the funds holding STIP, followed by the STIP position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 580 funds holding STIP within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Norden Group LLC. For more details on the positions held by Norden Group LLC
(or by any of the other funds holding STIP), click the fund name in the "Holder" column of the funds-holding-STIP table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Norden Group LLC | 9,485,856 | $943,179 | 03/31/2024 | | STIP | 9,485,856 | $943,179 | 03/31/2024 | | FMR LLC | 3,400,591 | $335,264 | 12/31/2023 | | STIP | 3,400,591 | $335,264 | 12/31/2023 | | Betterment LLC | 3,221,388 | $317,597 | 12/31/2023 | | STIP | 3,221,388 | $317,597 | 12/31/2023 | | BlackRock Inc. | 2,042,709 | $201,391 | 12/31/2023 | | STIP | 2,042,709 | $201,391 | 12/31/2023 | | Bank of America Corp DE | 1,856,358 | $183,018 | 12/31/2023 | | STIP | 1,856,358 | $183,018 | 12/31/2023 | | Financial Gravity Asset Management Inc. | 1,677,104 | $180,182 | 12/31/2023 | | STIP | 1,677,104 | $180,182 | 12/31/2023 | | Ameriprise Financial Inc. | 1,551,793 | $152,982 | 12/31/2023 | | STIP | 1,551,793 | $152,982 | 12/31/2023 | | Morgan Stanley | 1,420,725 | $140,069 | 12/31/2023 | | STIP | 1,420,725 | $140,069 | 12/31/2023 | | Ritholtz Wealth Management | 1,376,049 | $136,821 | 03/31/2024 | | STIP | 1,376,049 | $136,821 | 03/31/2024 | | Modera Wealth Management LLC | 1,228,229 | $121,091 | 12/31/2023 | | STIP | 1,228,229 | $121,091 | 12/31/2023 | | LPL Financial LLC | 1,193,103 | $117,628 | 12/31/2023 | | STIP | 1,193,103 | $117,628 | 12/31/2023 | | AlTi Global Inc. | 1,086,310 | $107,099 | 12/31/2023 | | STIP | 1,086,310 | $107,099 | 12/31/2023 | | Envestnet Asset Management Inc. | 1,061,456 | $104,649 | 12/31/2023 | | STIP | 1,061,456 | $104,649 | 12/31/2023 | | Modern Wealth Management LLC | 1,052,932 | $103,809 | 12/31/2023 | | STIP | 1,052,932 | $103,809 | 12/31/2023 | | Wealthcare Advisory Partners LLC | 760,271 | $75,594 | 03/31/2024 | | STIP | 760,271 | $75,594 | 03/31/2024 | | Partners Capital Investment Group LLP | 704,707 | $69,477 | 12/31/2023 | | STIP | 704,707 | $69,477 | 12/31/2023 | | State Street Corp | 695,416 | $68,561 | 12/31/2023 | | STIP | 695,416 | $68,561 | 12/31/2023 | | Wealthcare Capital Management LLC | 665,819 | $66,202 | 03/31/2024 | | STIP | 665,819 | $66,202 | 03/31/2024 | | Destination Wealth Management | 629,187 | $62,031 | 12/31/2023 | | STIP | 629,187 | $62,031 | 12/31/2023 | | 3EDGE Asset Management LP | 618,416 | $60,970 | 12/31/2023 | | STIP | 618,416 | $60,970 | 12/31/2023 | | Wells Fargo & Company MN | 606,496 | $59,794 | 12/31/2023 | | STIP | 606,496 | $59,794 | 12/31/2023 | | O Shaughnessy Asset Management LLC | 598,798 | $59,035 | 12/31/2023 | | STIP | 598,798 | $59,035 | 12/31/2023 | | Haverford Trust Co. | 597,860 | $58,943 | 12/31/2023 | | STIP | 597,860 | $58,943 | 12/31/2023 | | Keating Investment Counselors Inc. | 561,345 | $55,343 | 12/31/2023 | | STIP | 561,345 | $55,343 | 12/31/2023 | | CENTRAL TRUST Co | 513,164 | $51,024 | 03/31/2024 | | STIP | 513,164 | $51,024 | 03/31/2024 | | First Command Advisory Services Inc. | 511,554 | $50,434 | 12/31/2023 | | STIP | 511,554 | $50,434 | 12/31/2023 | | Cerity Partners LLC | 465,596 | $45,733 | 12/31/2023 | | STIP | 465,596 | $45,733 | 12/31/2023 | | JPMorgan Chase & Co. | 462,677 | $45,615 | 12/31/2023 | | STIP | 462,677 | $45,615 | 12/31/2023 | | M. Kulyk & Associates LLC | 460,942 | $45,444 | 12/31/2023 | | STIP | 460,942 | $45,444 | 12/31/2023 | | Creative Planning | 367,055 | $36,188 | 12/31/2023 | | STIP | 367,055 | $36,188 | 12/31/2023 | | Putnam FL Investment Management Co. | 366,663 | $36,149 | 12/31/2023 | | STIP | 366,663 | $36,149 | 12/31/2023 | | SCS Capital Management LLC | 365,556 | $36,040 | 12/31/2023 | | STIP | 365,556 | $36,040 | 12/31/2023 | | Sigma Investment Counselors Inc. | 356,966 | $35,493 | 03/31/2024 | | STIP | 356,966 | $35,493 | 03/31/2024 | | Quotient Wealth Partners LLC | 359,506 | $35,444 | 12/31/2023 | | STIP | 359,506 | $35,444 | 12/31/2023 | | Tortoise Investment Management LLC | 340,126 | $33,533 | 12/31/2023 | | STIP | 340,126 | $33,533 | 12/31/2023 | | Summitry LLC | 337,381 | $33,262 | 12/31/2023 | | STIP | 337,381 | $33,262 | 12/31/2023 | | Wealth Enhancement Advisory Services LLC | 317,130 | $31,532 | 03/31/2024 | | STIP | 317,130 | $31,532 | 03/31/2024 | | UBS Group AG | 318,100 | $31,361 | 12/31/2023 | | STIP | 318,100 | $31,361 | 12/31/2023 | | Royal Bank of Canada | 316,227 | $31,176 | 12/31/2023 | | STIP | 316,227 | $31,176 | 12/31/2023 | | LVW Advisors LLC | 313,162 | $31,138 | 03/31/2024 | | STIP | 313,162 | $31,138 | 03/31/2024 | | Pure Financial Advisors Inc. | 303,539 | $30,181 | 03/31/2024 | | STIP | 303,539 | $30,181 | 03/31/2024 | | CI Private Wealth LLC | 293,462 | $28,932 | 12/31/2023 | | STIP | 293,462 | $28,932 | 12/31/2023 | | Townsquare Capital LLC | 280,262 | $27,631 | 12/31/2023 | | STIP | 280,262 | $27,631 | 12/31/2023 | | HighTower Advisors LLC | 270,144 | $26,626 | 12/31/2023 | | STIP | 270,144 | $26,626 | 12/31/2023 | | Advisor Group Holdings Inc. | 263,306 | $25,962 | 12/31/2023 | | STIP | 263,306 | $25,962 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 260,821 | $25,933 | 03/31/2024 | | STIP | 260,821 | $25,933 | 03/31/2024 | | Austin Asset Management Co Inc | 258,739 | $25,509 | 12/31/2023 | | STIP | 258,739 | $25,509 | 12/31/2023 | | Pinnacle Financial Partners Inc. | 252,500 | $24,894 | 12/31/2023 | | STIP | 252,500 | $24,894 | 12/31/2023 | | The PNC Financial Services Group Inc. | 237,599 | $23,425 | 12/31/2023 | | STIP | 237,599 | $23,425 | 12/31/2023 | | Victory Capital Management Inc. | 235,579 | $23,226 | 12/31/2023 | | STIP | 235,579 | $23,226 | 12/31/2023 | | Altfest L J & Co. Inc. | 229,881 | $22,857 | 03/31/2024 | | STIP | 229,881 | $22,857 | 03/31/2024 | | Abacus Planning Group Inc. | 224,274 | $22,300 | 03/31/2024 | | STIP | 224,274 | $22,300 | 03/31/2024 | | Principal Securities Inc. | 224,911 | $22,174 | 12/31/2023 | | STIP | 224,911 | $22,174 | 12/31/2023 | | AE Wealth Management LLC | 220,622 | $21,784 | 12/31/2023 | | STIP | 220,622 | $21,784 | 12/31/2023 | | Kelman Lazarov Inc. | 220,023 | $21,692 | 12/31/2023 | | STIP | 220,023 | $21,692 | 12/31/2023 | | Raymond James & Associates | 217,763 | $21,652 | 03/31/2024 | | STIP | 217,763 | $21,652 | 03/31/2024 | | Miracle Mile Advisors LLC | 211,819 | $21,061 | 03/31/2024 | | STIP | 211,819 | $21,061 | 03/31/2024 | | Rockland Trust Co. | 207,614 | $20,643 | 03/31/2024 | | STIP | 207,614 | $20,643 | 03/31/2024 | | Strategic Wealth Designers | 202,100 | $19,925 | 12/31/2023 | | STIP | 202,100 | $19,925 | 12/31/2023 | | Wilshire Associates Inc | 199,203 | $19,639 | 12/31/2023 | | STIP | 199,203 | $19,639 | 12/31/2023 | | Greenline Partners LLC | 199,114 | $19,631 | 12/31/2023 | | STIP | 199,114 | $19,631 | 12/31/2023 | | Jeppson Wealth Management LLC | 190,733 | $18,965 | 03/31/2024 | | STIP | 190,733 | $18,965 | 03/31/2024 | | LWS Wealth Advisors Inc. | 188,959 | $18,629 | 12/31/2023 | | STIP | 188,959 | $18,629 | 12/31/2023 | | Landmark Financial Advisors LLC | 187,013 | $18,438 | 12/31/2023 | | STIP | 187,013 | $18,438 | 12/31/2023 | | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 186,822 | $18,419 | 12/31/2023 | | STIP | 186,822 | $18,419 | 12/31/2023 | | Prime Capital Investment Advisors LLC | 183,781 | $18,119 | 12/31/2023 | | STIP | 183,781 | $18,119 | 12/31/2023 | | Sensible Financial Planning & Management LLC. | 180,049 | $17,751 | 12/31/2023 | | STIP | 180,049 | $17,751 | 12/31/2023 | | SILVER OAK SECURITIES Inc | 172,146 | $16,972 | 12/31/2023 | | STIP | 172,146 | $16,972 | 12/31/2023 | | Parkside Advisors LLC | 170,211 | $16,924 | 03/31/2024 | | STIP | 170,211 | $16,924 | 03/31/2024 | | Stordahl Capital Management Inc. | 169,114 | $16,815 | 03/31/2024 | | STIP | 169,114 | $16,815 | 03/31/2024 | | Cambridge Investment Research Advisors Inc. | 168,886 | $16,792 | 03/31/2024 | | STIP | 168,886 | $16,792 | 03/31/2024 | | Cetera Investment Advisers | 169,978 | $16,758 | 12/31/2023 | | STIP | 169,978 | $16,758 | 12/31/2023 | | Gould Asset Management LLC CA | 169,297 | $16,691 | 12/31/2023 | | STIP | 169,297 | $16,691 | 12/31/2023 | | Cable Hill Partners LLC | 166,756 | $16,412 | 12/31/2023 | | STIP | 166,756 | $16,412 | 12/31/2023 | | Renaissance Technologies LLC | 162,794 | $16,050 | 12/31/2023 | | STIP | 162,794 | $16,050 | 12/31/2023 | | Stifel Financial Corp | 162,351 | $16,007 | 12/31/2023 | | STIP | 162,351 | $16,007 | 12/31/2023 | | Dfpg Investments LLC | 161,634 | $15,932 | 12/31/2023 | | STIP | 161,634 | $15,932 | 12/31/2023 | | MML Investors Services LLC | 159,386 | $15,714 | 12/31/2023 | | STIP | 159,386 | $15,714 | 12/31/2023 | | Commonwealth Equity Services LLC | 157,633 | $15,541 | 12/31/2023 | | STIP | 157,633 | $15,541 | 12/31/2023 | | Cyndeo Wealth Partners LLC | 155,586 | $15,470 | 03/31/2024 | | STIP | 155,586 | $15,470 | 03/31/2024 | | Orion Portfolio Solutions LLC | 153,191 | $15,079 | 12/31/2023 | | STIP | 153,191 | $15,079 | 12/31/2023 | | Portland Global Advisors LLC | 151,816 | $14,968 | 12/31/2023 | | STIP | 151,816 | $14,968 | 12/31/2023 | | Trilogy Capital Inc. | 147,401 | $14,656 | 03/31/2024 | | STIP | 147,401 | $14,656 | 03/31/2024 | | ProVise Management Group LLC | 145,778 | $14,372 | 12/31/2023 | | STIP | 145,778 | $14,372 | 12/31/2023 | | Prudential Financial Inc. | 143,673 | $14,165 | 12/31/2023 | | STIP | 143,673 | $14,165 | 12/31/2023 | | Kwmg LLC | 141,399 | $14,059 | 03/31/2024 | | STIP | 141,399 | $14,059 | 03/31/2024 | | Truist Financial Corp | 140,685 | $13,870 | 12/31/2023 | | STIP | 140,685 | $13,870 | 12/31/2023 | | Beacon Pointe Advisors LLC | 137,021 | $13,509 | 12/31/2023 | | STIP | 137,021 | $13,509 | 12/31/2023 | | Family Firm Inc. | 136,980 | $13,505 | 12/31/2023 | | STIP | 136,980 | $13,505 | 12/31/2023 | | Northland Capital Management LLC | 133,615 | $13,285 | 03/31/2024 | | STIP | 133,615 | $13,285 | 03/31/2024 | | GoalFusion Wealth Management LLC | 128,508 | $12,778 | 03/31/2024 | | STIP | 128,508 | $12,778 | 03/31/2024 | | Galvin Gaustad & Stein LLC | 127,414 | $12,669 | 03/31/2024 | | STIP | 127,414 | $12,669 | 03/31/2024 | | Burt Wealth Advisors | 124,501 | $12,379 | 03/31/2024 | | STIP | 124,501 | $12,379 | 03/31/2024 | | Ethos Financial Group LLC | 122,155 | $12,043 | 12/31/2023 | | STIP | 122,155 | $12,043 | 12/31/2023 | | FDx Advisors Inc. | 121,498 | $11,978 | 12/31/2023 | | STIP | 121,498 | $11,978 | 12/31/2023 | | Arkansas Financial Group Inc. | 119,498 | $11,882 | 03/31/2024 | | STIP | 119,498 | $11,882 | 03/31/2024 | | Courier Capital LLC | 115,304 | $11,465 | 03/31/2024 | | STIP | 115,304 | $11,465 | 03/31/2024 | | AJ Advisors LLC | 113,983 | $11,333 | 03/31/2024 | | STIP | 113,983 | $11,333 | 03/31/2024 | | Integrated Wealth Concepts LLC | 114,884 | $11,326 | 12/31/2023 | | STIP | 114,884 | $11,326 | 12/31/2023 | | Elm Partners Management LLC | 114,715 | $11,310 | 12/31/2023 | | STIP | 114,715 | $11,310 | 12/31/2023 | | Equitable Holdings Inc. | 114,218 | $11,261 | 12/31/2023 | | STIP | 114,218 | $11,261 | 12/31/2023 | | New Capital Management LP | 112,638 | $11,200 | 03/31/2024 | | STIP | 112,638 | $11,200 | 03/31/2024 | | Municipal Employees Retirement System of Michigan | 109,359 | $10,873 | 03/31/2024 | | STIP | 109,359 | $10,873 | 03/31/2024 | | IFG Advisory LLC | 106,192 | $10,470 | 12/31/2023 | | STIP | 106,192 | $10,470 | 12/31/2023 | | Guggenheim Capital LLC | 104,118 | $10,265 | 12/31/2023 | | STIP | 104,118 | $10,265 | 12/31/2023 | | Walker Financial Services Inc. | 102,783 | $10,220 | 03/31/2024 | | STIP | 102,783 | $10,220 | 03/31/2024 | | Park Edge Advisors LLC | 101,209 | $10,063 | 03/31/2024 | | STIP | 101,209 | $10,063 | 03/31/2024 | | Alesco Advisors LLC | 101,700 | $10,027 | 12/31/2023 | | STIP | 101,700 | $10,027 | 12/31/2023 | | Cetera Advisor Networks LLC | 100,915 | $9,949 | 12/31/2023 | | STIP | 100,915 | $9,949 | 12/31/2023 | | Comprehensive Wealth Management LLC | 100,794 | $9,937 | 12/31/2023 | | STIP | 100,794 | $9,937 | 12/31/2023 | | Mercer Global Advisors Inc. ADV | 99,854 | $9,845 | 12/31/2023 | | STIP | 99,854 | $9,845 | 12/31/2023 | | Echo45 Advisors LLC | 98,825 | $9,826 | 03/31/2024 | | STIP | 98,825 | $9,826 | 03/31/2024 | | Goldman Sachs Group Inc. | 98,119 | $9,674 | 12/31/2023 | | STIP | 98,119 | $9,674 | 12/31/2023 | | American Money Management LLC | 97,307 | $9,593 | 12/31/2023 | | STIP | 97,307 | $9,593 | 12/31/2023 | | Exencial Wealth Advisors LLC | 95,911 | $9,456 | 12/31/2023 | | STIP | 95,911 | $9,456 | 12/31/2023 | | Valmark Advisers Inc. | 90,335 | $8,906 | 12/31/2023 | | STIP | 90,335 | $8,906 | 12/31/2023 | | Kestra Private Wealth Services LLC | 89,497 | $8,824 | 12/31/2023 | | STIP | 89,497 | $8,824 | 12/31/2023 | | Sawtooth Solutions LLC | 84,360 | $8,317 | 12/31/2023 | | STIP | 84,360 | $8,317 | 12/31/2023 | | Bleakley Financial Group LLC | 84,360 | $8,317 | 12/31/2023 | | STIP | 84,360 | $8,317 | 12/31/2023 | | BIP Wealth LLC | 82,537 | $8,137 | 12/31/2023 | | STIP | 82,537 | $8,137 | 12/31/2023 | | Pinnacle Wealth Management Group Inc. | 81,385 | $8,092 | 03/31/2024 | | STIP | 81,385 | $8,092 | 03/31/2024 | | Simplicity Wealth LLC | 81,018 | $8,056 | 03/31/2024 | | STIP | 81,018 | $8,056 | 03/31/2024 | | Drake & Associates LLC | 81,499 | $8,035 | 12/31/2023 | | STIP | 81,499 | $8,035 | 12/31/2023 | | SWP Financial LLC | 80,858 | $7,972 | 12/31/2023 | | STIP | 80,858 | $7,972 | 12/31/2023 | | National Asset Management Inc. | 77,371 | $7,628 | 12/31/2023 | | STIP | 77,371 | $7,628 | 12/31/2023 | | Columbus Macro LLC | 76,562 | $7,613 | 03/31/2024 | | STIP | 76,562 | $7,613 | 03/31/2024 | | Buck Wealth Strategies LLC | 73,225 | $7,219 | 12/31/2023 | | STIP | 73,225 | $7,219 | 12/31/2023 | | NBT Bank N A NY | 72,152 | $7,174 | 03/31/2024 | | STIP | 72,152 | $7,174 | 03/31/2024 | | Kure Advisory LLC | 72,318 | $7,130 | 12/31/2023 | | STIP | 72,318 | $7,130 | 12/31/2023 | | Private Advisor Group LLC | 72,300 | $7,128 | 12/31/2023 | | STIP | 72,300 | $7,128 | 12/31/2023 | | Treynor Bancshares Inc. | 71,189 | $7,019 | 12/31/2023 | | STIP | 71,189 | $7,019 | 12/31/2023 | | Chesapeake Capital Corp IL | 69,583 | $6,860 | 12/31/2023 | | STIP | 69,583 | $6,860 | 12/31/2023 | | Oppenheimer & Co. Inc. | 69,382 | $6,840 | 12/31/2023 | | STIP | 69,382 | $6,840 | 12/31/2023 | | Cynosure Management LLC | 68,629 | $6,766 | 12/31/2023 | | STIP | 68,629 | $6,766 | 12/31/2023 | | Sterling Investment Advisors LLC ADV | 66,660 | $6,628 | 03/31/2024 | | STIP | 66,660 | $6,628 | 03/31/2024 | | Quaker Wealth Management LLC | 66,378 | $6,544 | 12/31/2023 | | STIP | 66,378 | $6,544 | 12/31/2023 | | Hillcrest Wealth Advisors NY LLC | 65,695 | $6,532 | 03/31/2024 | | STIP | 65,695 | $6,532 | 03/31/2024 | | First Trust Bank Ltd. | 65,390 | $6,447 | 12/31/2023 | | STIP | 65,390 | $6,447 | 12/31/2023 | | Signet Financial Management LLC | 63,913 | $6,355 | 03/31/2024 | | STIP | 63,913 | $6,355 | 03/31/2024 | | Blair William & Co. IL | 62,412 | $6,153 | 12/31/2023 | | STIP | 62,412 | $6,153 | 12/31/2023 | | Perfromance Wealth Partners LLC | 62,351 | $6,147 | 12/31/2023 | | STIP | 62,351 | $6,147 | 12/31/2023 | | Baird Financial Group Inc. | 61,509 | $6,064 | 12/31/2023 | | STIP | 61,509 | $6,064 | 12/31/2023 | | Westover Capital Advisors LLC | 59,305 | $5,847 | 12/31/2023 | | STIP | 59,305 | $5,847 | 12/31/2023 | | Wealthsource Partners LLC | 58,099 | $5,728 | 12/31/2023 | | STIP | 58,099 | $5,728 | 12/31/2023 | | Elevate Wealth Advisory Inc. | 57,635 | $5,682 | 12/31/2023 | | STIP | 57,635 | $5,682 | 12/31/2023 | | Atria Wealth Solutions Inc. | 57,120 | $5,631 | 12/31/2023 | | STIP | 57,120 | $5,631 | 12/31/2023 | | City State Bank | 56,154 | $5,583 | 03/31/2024 | | STIP | 56,154 | $5,583 | 03/31/2024 | | USAdvisors Wealth Management LLC | 56,101 | $5,531 | 12/31/2023 | | STIP | 56,101 | $5,531 | 12/31/2023 | | Integris Wealth Management LLC | 56,069 | $5,528 | 12/31/2023 | | STIP | 56,069 | $5,528 | 12/31/2023 | | NorthCrest Asset Manangement LLC | 55,122 | $5,481 | 03/31/2024 | | STIP | 55,122 | $5,481 | 03/31/2024 | | Soltis Investment Advisors LLC | 55,337 | $5,456 | 12/31/2023 | | STIP | 55,337 | $5,456 | 12/31/2023 | | Leuthold Group LLC | 54,897 | $5,412 | 12/31/2023 | | STIP | 54,897 | $5,412 | 12/31/2023 | | Northwestern Mutual Wealth Management Co. | 51,146 | $5,043 | 12/31/2023 | | STIP | 51,146 | $5,043 | 12/31/2023 | | Kestra Advisory Services LLC | 49,755 | $4,905 | 12/31/2023 | | STIP | 49,755 | $4,905 | 12/31/2023 | | Arcataur Capital Management LLC | 49,314 | $4,862 | 12/31/2023 | | STIP | 49,314 | $4,862 | 12/31/2023 | | First Horizon Advisors Inc. | 48,781 | $4,809 | 12/31/2023 | | STIP | 48,781 | $4,809 | 12/31/2023 | | Ancora Advisors LLC | 48,590 | $4,791 | 12/31/2023 | | STIP | 48,590 | $4,791 | 12/31/2023 | | Cetera Advisors LLC | 47,461 | $4,679 | 12/31/2023 | | STIP | 47,461 | $4,679 | 12/31/2023 | | Flow Traders U.S. LLC | 46,284 | $4,563 | 12/31/2023 | | STIP | 46,284 | $4,563 | 12/31/2023 | | Trivant Custom Portfolio Group LLC | 43,605 | $4,336 | 03/31/2024 | | STIP | 43,605 | $4,336 | 03/31/2024 | | Mirae Asset Global Investments Co. Ltd. | 43,000 | $4,239 | 12/31/2023 | | STIP | 43,000 | $4,239 | 12/31/2023 | | RSM US Wealth Management LLC | 42,905 | $4,230 | 12/31/2023 | | STIP | 42,905 | $4,230 | 12/31/2023 | | DDFG Inc | 41,439 | $4,085 | 12/31/2023 | | STIP | 41,439 | $4,085 | 12/31/2023 | | GWM Advisors LLC | 41,248 | $4,068 | 12/31/2023 | | STIP | 41,248 | $4,068 | 12/31/2023 | | RDA Financial Network | 40,615 | $4,038 | 03/31/2024 | | STIP | 40,615 | $4,038 | 03/31/2024 | | CIBC World Markets Inc. | 39,100 | $3,855 | 12/31/2023 | | STIP | 39,100 | $3,855 | 12/31/2023 | | Leavell Investment Management Inc. | 38,599 | $3,838 | 03/31/2024 | | STIP | 38,599 | $3,838 | 03/31/2024 | | Equita Financial Network Inc. | 38,242 | $3,770 | 12/31/2023 | | STIP | 38,242 | $3,770 | 12/31/2023 | | Tower Wealth Partners Inc. | 36,924 | $3,671 | 03/31/2024 | | STIP | 36,924 | $3,671 | 03/31/2024 | | Avantax Advisory Services Inc. | 36,766 | $3,625 | 12/31/2023 | | STIP | 36,766 | $3,625 | 12/31/2023 | | New Potomac Partners LLC | 36,489 | $3,597 | 12/31/2023 | | STIP | 36,489 | $3,597 | 12/31/2023 | | James Investment Research Inc. | 36,170 | $3,566 | 12/31/2023 | | STIP | 36,170 | $3,566 | 12/31/2023 | | Retireful LLC | 35,414 | $3,521 | 03/31/2024 | | STIP | 35,414 | $3,521 | 03/31/2024 | | Resource Planning Group | 35,695 | $3,519 | 12/31/2023 | | STIP | 35,695 | $3,519 | 12/31/2023 | | HBW Advisory Services LLC | 35,515 | $3,501 | 03/31/2024 | | STIP | 35,515 | $3,501 | 03/31/2024 | | Friedenthal Financial | 35,100 | $3,490 | 03/31/2024 | | STIP | 35,100 | $3,490 | 03/31/2024 | | Martin Capital Partners LLC | 34,882 | $3,468 | 03/31/2024 | | STIP | 34,882 | $3,468 | 03/31/2024 | | Phillips Financial Management LLC | 34,651 | $3,445 | 03/31/2024 | | STIP | 34,651 | $3,445 | 03/31/2024 | | Mutual Advisors LLC | 33,770 | $3,329 | 12/31/2023 | | STIP | 33,770 | $3,329 | 12/31/2023 | | Home Federal Bank of Tennessee | 32,634 | $3,245 | 03/31/2024 | | STIP | 32,634 | $3,245 | 03/31/2024 | | Campbell Wealth Management | 32,764 | $3,230 | 12/31/2023 | | STIP | 32,764 | $3,230 | 12/31/2023 | | CFS Investment Advisory Services LLC | 32,734 | $3,227 | 12/31/2023 | | STIP | 32,734 | $3,227 | 12/31/2023 | | Merit Financial Group LLC | 32,294 | $3,184 | 12/31/2023 | | STIP | 32,294 | $3,184 | 12/31/2023 | | Mariner LLC | 31,926 | $3,148 | 12/31/2023 | | STIP | 31,926 | $3,148 | 12/31/2023 | | Atria Investments LLC | 31,893 | $3,144 | 12/31/2023 | | STIP | 31,893 | $3,144 | 12/31/2023 | | Slow Capital Inc. | 31,110 | $3,093 | 03/31/2024 | | STIP | 31,110 | $3,093 | 03/31/2024 | | Lake Hills Wealth Management LLC | 30,472 | $3,030 | 03/31/2024 | | STIP | 30,472 | $3,030 | 03/31/2024 | | Change Path LLC | 30,367 | $2,994 | 12/31/2023 | | STIP | 30,367 | $2,994 | 12/31/2023 | | Hilltop Holdings Inc. | 30,183 | $2,976 | 12/31/2023 | | STIP | 30,183 | $2,976 | 12/31/2023 | | Dodds Wealth LLC | 29,509 | $2,909 | 12/31/2023 | | STIP | 29,509 | $2,909 | 12/31/2023 | | Executive Wealth Management LLC | 29,472 | $2,906 | 12/31/2023 | | STIP | 29,472 | $2,906 | 12/31/2023 | | Madden Advisory Services Inc. | 29,034 | $2,862 | 12/31/2023 | | STIP | 29,034 | $2,862 | 12/31/2023 | | UMA Financial Services Inc. | 28,631 | $2,838 | 03/31/2024 | | STIP | 28,631 | $2,838 | 03/31/2024 | | Lee Financial Co | 28,615 | $2,821 | 12/31/2023 | | STIP | 28,615 | $2,821 | 12/31/2023 | | Principal Financial Group Inc. | 28,175 | $2,778 | 12/31/2023 | | STIP | 28,175 | $2,778 | 12/31/2023 | | Centaurus Financial Inc. | 28,142 | $2,775 | 12/31/2023 | | STIP | 28,142 | $2,775 | 12/31/2023 | | WASHINGTON TRUST Co | 26,412 | $2,626 | 03/31/2024 | | STIP | 26,412 | $2,626 | 03/31/2024 | | Citigroup Inc. | 26,503 | $2,613 | 12/31/2023 | | STIP | 26,503 | $2,613 | 12/31/2023 | | Fifth Third Securities Inc. | 26,185 | $2,604 | 03/31/2024 | | STIP | 26,185 | $2,604 | 03/31/2024 | | BNP Paribas Arbitrage SA | 26,346 | $2,597 | 12/31/2023 | | STIP | 26,346 | $2,597 | 12/31/2023 | | Alpha Omega Wealth Management LLC | 25,752 | $2,561 | 03/31/2024 | | STIP | 25,752 | $2,561 | 03/31/2024 | | Twin Focus Capital Partners LLC | 25,700 | $2,534 | 12/31/2023 | | STIP | 25,700 | $2,534 | 12/31/2023 | | CWM LLC | 25,110 | $2,497 | 03/31/2024 | | STIP | 25,110 | $2,497 | 03/31/2024 | | Buckingham Strategic Wealth LLC | 25,294 | $2,494 | 12/31/2023 | | STIP | 25,294 | $2,494 | 12/31/2023 | | Lutz Financial Services LLC | 25,252 | $2,490 | 12/31/2023 | | STIP | 25,252 | $2,490 | 12/31/2023 | | Jane Street Group LLC | 25,180 | $2,482 | 12/31/2023 | | STIP | 25,180 | $2,482 | 12/31/2023 | | Perigon Wealth Management LLC | 24,952 | $2,460 | 12/31/2023 | | STIP | 24,952 | $2,460 | 12/31/2023 | | Bell Investment Advisors Inc | 24,488 | $2,414 | 12/31/2023 | | STIP | 24,488 | $2,414 | 12/31/2023 | | Cambridge Associates LLC MA ADV | 23,967 | $2,363 | 12/31/2023 | | STIP | 23,967 | $2,363 | 12/31/2023 | | IFP Advisors Inc | 23,885 | $2,355 | 12/31/2023 | | STIP | 23,885 | $2,355 | 12/31/2023 | | Janney Montgomery Scott LLC | 23,881 | $2,354 | 12/31/2023 | | STIP | 23,881 | $2,354 | 12/31/2023 | | Greenleaf Trust | 23,098 | $2,277 | 12/31/2023 | | STIP | 23,098 | $2,277 | 12/31/2023 | | Resources Investment Advisors LLC. | 23,049 | $2,272 | 12/31/2023 | | STIP | 23,049 | $2,272 | 12/31/2023 | | Portside Wealth Group LLC | 22,232 | $2,211 | 03/31/2024 | | STIP | 22,232 | $2,211 | 03/31/2024 | | Belpointe Asset Management LLC | 22,253 | $2,194 | 12/31/2023 | | STIP | 22,253 | $2,194 | 12/31/2023 | | Breakwater Capital Group | 21,878 | $2,175 | 03/31/2024 | | STIP | 21,878 | $2,175 | 03/31/2024 | | Eqis Capital Management Inc. | 22,052 | $2,174 | 12/31/2023 | | STIP | 22,052 | $2,174 | 12/31/2023 | | Forefront Analytics LLC | 21,478 | $2,118 | 12/31/2023 | | STIP | 21,478 | $2,118 | 12/31/2023 | | Toroso Investments LLC | 21,369 | $2,107 | 12/31/2023 | | STIP | 21,369 | $2,107 | 12/31/2023 | | Fairview Capital Investment Management LLC | 21,052 | $2,076 | 12/31/2023 | | STIP | 21,052 | $2,076 | 12/31/2023 | | Rockefeller Capital Management L.P. | 20,723 | $2,043 | 12/31/2023 | | STIP | 20,723 | $2,043 | 12/31/2023 | | Hudson Portfolio Management LLC | 20,515 | $2,023 | 12/31/2023 | | STIP | 20,515 | $2,023 | 12/31/2023 | | Boston Private Wealth LLC | 20,238 | $1,995 | 12/31/2023 | | STIP | 20,238 | $1,995 | 12/31/2023 | | The Manufacturers Life Insurance Company | 20,200 | $1,992 | 12/31/2023 | | STIP | 20,200 | $1,992 | 12/31/2023 | | Corepath Wealth Partners LLC | 20,054 | $1,973 | 12/31/2023 | | STIP | 20,054 | $1,973 | 12/31/2023 | | Trail Ridge Investment Advisors LLC | 20,009 | $1,973 | 12/31/2023 | | STIP | 20,009 | $1,973 | 12/31/2023 | | LifeGuide Financial Advisors LLC | 19,406 | $1,930 | 03/31/2024 | | STIP | 19,406 | $1,930 | 03/31/2024 | | Evexia Wealth LLC | 19,498 | $1,922 | 12/31/2023 | | STIP | 19,498 | $1,922 | 12/31/2023 | | Financial Advocates Investment Management | 19,463 | $1,919 | 12/31/2023 | | STIP | 19,463 | $1,919 | 12/31/2023 | | Sigma Planning Corp | 18,891 | $1,862 | 12/31/2023 | | STIP | 18,891 | $1,862 | 12/31/2023 | | Savvy Advisors Inc. | 18,801 | $1,854 | 12/31/2023 | | STIP | 18,801 | $1,854 | 12/31/2023 | | Curbstone Financial Management Corp | 18,450 | $1,834 | 03/31/2024 | | STIP | 18,450 | $1,834 | 03/31/2024 | | We Are One Seven LLC | 18,481 | $1,822 | 12/31/2023 | | STIP | 18,481 | $1,822 | 12/31/2023 | | Sharper & Granite LLC | 18,270 | $1,816 | 03/31/2024 | | STIP | 18,270 | $1,816 | 03/31/2024 | | Maltin Wealth Management Inc. | 18,253 | $1,815 | 03/31/2024 | | STIP | 18,253 | $1,815 | 03/31/2024 | | Elwood & Goetz Wealth Advisory Group LLC | 18,205 | $1,810 | 03/31/2024 | | STIP | 18,205 | $1,810 | 03/31/2024 | | Fermata Advisors LLC | 18,173 | $1,807 | 03/31/2024 | | STIP | 18,173 | $1,807 | 03/31/2024 | | Gilliland Jeter Wealth Management LLC | 18,285 | $1,803 | 12/31/2023 | | STIP | 18,285 | $1,803 | 12/31/2023 | | Brooklyn FI LLC | 17,739 | $1,764 | 03/31/2024 | | STIP | 17,739 | $1,764 | 03/31/2024 | | Stone Point Wealth LLC | 17,461 | $1,721 | 12/31/2023 | | STIP | 17,461 | $1,721 | 12/31/2023 | | Nations Financial Group Inc. IA ADV | 17,151 | $1,705 | 03/31/2024 | | STIP | 17,151 | $1,705 | 03/31/2024 | | Roundview Capital LLC | 16,593 | $1,636 | 12/31/2023 | | STIP | 16,593 | $1,636 | 12/31/2023 | | Capasso Planning Partners LLC | 16,230 | $1,614 | 03/31/2024 | | STIP | 16,230 | $1,614 | 03/31/2024 | | Investment Partners Asset Management Inc. | 16,196 | $1,610 | 03/31/2024 | | STIP | 16,196 | $1,610 | 03/31/2024 | | Country Club Bank GFN | 16,040 | $1,595 | 03/31/2024 | | STIP | 16,040 | $1,595 | 03/31/2024 | | Steward Partners Investment Advisory LLC | 16,140 | $1,591 | 12/31/2023 | | STIP | 16,140 | $1,591 | 12/31/2023 | | Chicago Partners Investment Group LLC | 15,713 | $1,560 | 03/31/2024 | | STIP | 15,713 | $1,560 | 03/31/2024 | | Ameritas Advisory Services LLC | 15,629 | $1,541 | 12/31/2023 | | STIP | 15,629 | $1,541 | 12/31/2023 | | Prosperity Planning Inc. | 15,399 | $1,531 | 03/31/2024 | | STIP | 15,399 | $1,531 | 03/31/2024 | | H&H Retirement Design & Management INC | 15,418 | $1,530 | 03/31/2024 | | STIP | 15,418 | $1,530 | 03/31/2024 | | Coco Enterprises LLC | 15,150 | $1,494 | 12/31/2023 | | STIP | 15,150 | $1,494 | 12/31/2023 | | Creative Financial Designs Inc. ADV | 15,134 | $1,492 | 12/31/2023 | | STIP | 15,134 | $1,492 | 12/31/2023 | | All Season Financial Advisors Inc. | 14,862 | $1,478 | 03/31/2024 | | STIP | 14,862 | $1,478 | 03/31/2024 | | Global Retirement Partners LLC | 14,839 | $1,475 | 03/31/2024 | | STIP | 14,839 | $1,475 | 03/31/2024 | | EisnerAmper Wealth Management Corporate Benefits LLC | 14,754 | $1,455 | 12/31/2023 | | STIP | 14,754 | $1,455 | 12/31/2023 | | D L Carlson Investment Group Inc. | 14,685 | $1,449 | 12/31/2023 | | STIP | 14,685 | $1,449 | 12/31/2023 | | Peak Financial Management Inc. | 14,559 | $1,448 | 03/31/2024 | | STIP | 14,559 | $1,448 | 03/31/2024 | | Successful Portfolios LLC | 14,532 | $1,445 | 03/31/2024 | | STIP | 14,532 | $1,445 | 03/31/2024 | | Fortis Advisors LLC | 14,306 | $1,410 | 12/31/2023 | | STIP | 14,306 | $1,410 | 12/31/2023 | | Joseph P. Lucia & Associates LLC | 14,222 | $1,402 | 12/31/2023 | | STIP | 14,222 | $1,402 | 12/31/2023 | | DMG Group LLC | 13,956 | $1,388 | 03/31/2024 | | STIP | 13,956 | $1,388 | 03/31/2024 | | Prospera Financial Services Inc | 13,985 | $1,379 | 12/31/2023 | | STIP | 13,985 | $1,379 | 12/31/2023 | | VERITY Wealth Advisors | 13,841 | $1,376 | 03/31/2024 | | STIP | 13,841 | $1,376 | 03/31/2024 | | Carr Financial Group Corp | 13,765 | $1,369 | 03/31/2024 | | STIP | 13,765 | $1,369 | 03/31/2024 | | Empower Advisory Group LLC | 13,855 | $1,366 | 12/31/2023 | | STIP | 13,855 | $1,366 | 12/31/2023 | | Savant Capital LLC | 13,808 | $1,361 | 12/31/2023 | | STIP | 13,808 | $1,361 | 12/31/2023 | | Ellis Investment Partners LLC | 13,397 | $1,332 | 03/31/2024 | | STIP | 13,397 | $1,332 | 03/31/2024 | | Ignite Planners LLC | 13,247 | $1,313 | 03/31/2024 | | STIP | 13,247 | $1,313 | 03/31/2024 | | Northwest Wealth Management LLC | 13,223 | $1,304 | 12/31/2023 | | STIP | 13,223 | $1,304 | 12/31/2023 | | Sowell Financial Services LLC | 13,192 | $1,301 | 12/31/2023 | | STIP | 13,192 | $1,301 | 12/31/2023 | | Envestnet Portfolio Solutions Inc. | 13,187 | $1,300 | 12/31/2023 | | STIP | 13,187 | $1,300 | 12/31/2023 | | Princeton Global Asset Management LLC | 13,136 | $1,295 | 12/31/2023 | | STIP | 13,136 | $1,295 | 12/31/2023 | | Altiora Financial Group LLC | 12,950 | $1,288 | 03/31/2024 | | STIP | 12,950 | $1,288 | 03/31/2024 | | Heritage Investment Group Inc. | 13,037 | $1,285 | 12/31/2023 | | STIP | 13,037 | $1,285 | 12/31/2023 | | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 12,926 | $1,274 | 12/31/2023 | | STIP | 12,926 | $1,274 | 12/31/2023 | | Tidemark LLC | 12,888 | $1,271 | 12/31/2023 | | STIP | 12,888 | $1,271 | 12/31/2023 | | Lincoln National Corp | 12,790 | $1,261 | 12/31/2023 | | STIP | 12,790 | $1,261 | 12/31/2023 | | Glass Jacobson Investment Advisors llc | 12,689 | $1,251 | 12/31/2023 | | STIP | 12,689 | $1,251 | 12/31/2023 | | Ashton Thomas Private Wealth LLC | 12,343 | $1,227 | 03/31/2024 | | STIP | 12,343 | $1,227 | 03/31/2024 | | First PREMIER Bank | 12,194 | $1,212 | 03/31/2024 | | STIP | 12,194 | $1,212 | 03/31/2024 | | EP Wealth Advisors LLC | 12,283 | $1,211 | 12/31/2023 | | STIP | 12,283 | $1,211 | 12/31/2023 | | Barclays PLC | 12,249 | $1,208 | 12/31/2023 | | STIP | 12,249 | $1,208 | 12/31/2023 | | Jackson Creek Investment Advisors LLC | 12,105 | $1,193 | 12/31/2023 | | STIP | 12,105 | $1,193 | 12/31/2023 | | Focus Financial Network Inc. | 11,940 | $1,184 | 03/31/2024 | | STIP | 11,940 | $1,184 | 03/31/2024 | | Focus Financial Network Inc. ADV | 12,004 | $1,184 | 12/31/2023 | | STIP | 12,004 | $1,184 | 12/31/2023 | | Southland Equity Partners LLC | 11,815 | $1,175 | 03/31/2024 | | STIP | 11,815 | $1,175 | 03/31/2024 | | Aquire Wealth Advisors LLC | 11,876 | $1,171 | 12/31/2023 | | STIP | 11,876 | $1,171 | 12/31/2023 | | Strategic Blueprint LLC | 11,543 | $1,148 | 03/31/2024 | | STIP | 11,543 | $1,148 | 03/31/2024 | | Alliance Wealth Advisors LLC UT | 11,538 | $1,138 | 12/31/2023 | | STIP | 11,538 | $1,138 | 12/31/2023 | | Selective Wealth Management Inc. | 11,291 | $1,119 | 03/31/2024 | | STIP | 11,291 | $1,119 | 03/31/2024 | | Chesley Taft & Associates LLC | 11,183 | $1,112 | 03/31/2024 | | STIP | 11,183 | $1,112 | 03/31/2024 | | Cape Investment Advisory Inc. | 10,975 | $1,082 | 12/31/2023 | | STIP | 10,975 | $1,082 | 12/31/2023 | | Hirtle Callaghan & Co LLC | 10,784 | $1,063 | 12/31/2023 | | STIP | 10,784 | $1,063 | 12/31/2023 | | Virtus Family Office LLC | 10,729 | $1,058 | 12/31/2023 | | STIP | 10,729 | $1,058 | 12/31/2023 | | Disciplined Investments LLC | 10,546 | $1,049 | 03/31/2024 | | STIP | 10,546 | $1,049 | 03/31/2024 | | Wallace Advisory Group LLC | 10,190 | $1,005 | 03/31/2024 | | STIP | 10,190 | $1,005 | 03/31/2024 | | Synovus Financial Corp | 10,157 | $1,002 | 12/31/2023 | | STIP | 10,157 | $1,002 | 12/31/2023 | | Arbor Investment Advisors LLC | 9,953 | $990 | 03/31/2024 | | STIP | 9,953 | $990 | 03/31/2024 | | J.W. Cole Advisors Inc. | 10,034 | $989 | 12/31/2023 | | STIP | 10,034 | $989 | 12/31/2023 |  Belvedere Trading LLC | | $986 | 12/31/2023 | | Call | 10,000 | $986 | 12/31/2023 | | Continuum Advisory LLC | 9,967 | $983 | 12/31/2023 | | STIP | 9,967 | $983 | 12/31/2023 | | Spire Wealth Management | 9,778 | $972 | 03/31/2024 | | STIP | 9,778 | $972 | 03/31/2024 | | Bank of New York Mellon Corp | 9,649 | $959 | 03/31/2024 | | STIP | 9,649 | $959 | 03/31/2024 | | Papp L Roy & Associates | 9,400 | $935 | 03/31/2024 | | STIP | 9,400 | $935 | 03/31/2024 | | Latitude Advisors LLC | 9,390 | $934 | 03/31/2024 | | STIP | 9,390 | $934 | 03/31/2024 | | Private Wealth Management Group LLC | 9,383 | $925 | 12/31/2023 | | STIP | 9,383 | $925 | 12/31/2023 | | Acorn Financial Advisory Services Inc. ADV | 9,216 | $908 | 12/31/2023 | | STIP | 9,216 | $908 | 12/31/2023 | | Citadel Advisors LLC | | $897 | 12/31/2023 | | Call | 4,800 | $473 | 12/31/2023 | | STIP | 4,297 | $424 | 12/31/2023 | | Obermeyer Wood Investment Counsel Lllp | 8,965 | $884 | 12/31/2023 | | STIP | 8,965 | $884 | 12/31/2023 | | Archvest Wealth Advisors Inc. | 8,809 | $868 | 12/31/2023 | | STIP | 8,809 | $868 | 12/31/2023 | | Continuum Wealth Advisors LLC | 8,804 | $868 | 12/31/2023 | | STIP | 8,804 | $868 | 12/31/2023 | | Empirical Asset Management LLC | 8,715 | $859 | 12/31/2023 | | STIP | 8,715 | $859 | 12/31/2023 | | Arete Wealth Advisors LLC | 8,527 | $841 | 12/31/2023 | | STIP | 8,527 | $841 | 12/31/2023 | | Rosenberg Matthew Hamilton | 8,473 | $840 | 03/31/2024 | | STIP | 8,473 | $840 | 03/31/2024 | | Pensionmark Financial Group LLC | 8,498 | $838 | 12/31/2023 | | STIP | 8,498 | $838 | 12/31/2023 | | Beacon Financial Advisory LLC | 8,469 | $835 | 12/31/2023 | | STIP | 8,469 | $835 | 12/31/2023 | | Cary Street Partners Investment Advisory LLC | 8,399 | $828 | 12/31/2023 | | STIP | 8,399 | $828 | 12/31/2023 | | Comerica Bank | 8,252 | $814 | 12/31/2023 | | STIP | 8,252 | $814 | 12/31/2023 | | Advisory Services Network LLC | 8,040 | $793 | 12/31/2023 | | STIP | 8,040 | $793 | 12/31/2023 | | United Asset Strategies Inc. | 7,964 | $792 | 03/31/2024 | | STIP | 7,964 | $792 | 03/31/2024 | | Henrickson Nauta Wealth Advisors Inc. | 7,989 | $791 | 03/31/2024 | | STIP | 7,989 | $791 | 03/31/2024 | | Nwam LLC | 7,999 | $789 | 12/31/2023 | | STIP | 7,999 | $789 | 12/31/2023 | | US Bancorp DE | 7,988 | $788 | 12/31/2023 | | STIP | 7,988 | $788 | 12/31/2023 | | WNY Asset Management LLC | 7,923 | $781 | 12/31/2023 | | STIP | 7,923 | $781 | 12/31/2023 | | RHS Financial LLC | 7,829 | $778 | 03/31/2024 | | STIP | 7,829 | $778 | 03/31/2024 | | 360 Financial Inc. | 7,700 | $759 | 12/31/2023 | | STIP | 7,700 | $759 | 12/31/2023 | | Geneos Wealth Management Inc. | 7,577 | $747 | 12/31/2023 | | STIP | 7,577 | $747 | 12/31/2023 | | Clear Investment Research LLC | 7,436 | $733 | 12/31/2023 | | STIP | 7,436 | $733 | 12/31/2023 | | Susquehanna International Group LLP | 7,394 | $729 | 12/31/2023 | | STIP | 7,394 | $729 | 12/31/2023 | | Lodestar Private Asset Management LLC | 7,323 | $728 | 03/31/2024 | | STIP | 7,323 | $728 | 03/31/2024 | | RPg Family Wealth Advisory LLC | 7,341 | $724 | 12/31/2023 | | STIP | 7,341 | $724 | 12/31/2023 | | Mattern Wealth Management LLC | 7,339 | $724 | 12/31/2023 | | STIP | 7,339 | $724 | 12/31/2023 | | Allworth Financial LP | 7,151 | $711 | 03/31/2024 | | STIP | 7,151 | $711 | 03/31/2024 | | Baker Tilly Financial LLC | 7,090 | $699 | 12/31/2023 | | STIP | 7,090 | $699 | 12/31/2023 | | Strategic Financial Concepts LLC | 6,840 | $680 | 03/31/2024 | | STIP | 6,840 | $680 | 03/31/2024 | | Private Trust Co. NA | 6,827 | $679 | 03/31/2024 | | STIP | 6,827 | $679 | 03/31/2024 | | StrategIQ Financial Group LLC | 6,890 | $679 | 12/31/2023 | | STIP | 6,890 | $679 | 12/31/2023 | | Trademark Financial Management LLC | 6,875 | $678 | 12/31/2023 | | STIP | 6,875 | $678 | 12/31/2023 | | Wealthspan Partners LLC | 6,862 | $677 | 12/31/2023 | | STIP | 6,862 | $677 | 12/31/2023 | | Evoke Wealth LLC | 6,812 | $672 | 12/31/2023 | | STIP | 6,812 | $672 | 12/31/2023 | | TSA Wealth Managment LLC | 6,793 | $670 | 12/31/2023 | | STIP | 6,793 | $670 | 12/31/2023 | | Bank of Montreal Can | 6,639 | $657 | 12/31/2023 | | STIP | 6,639 | $657 | 12/31/2023 | | Walter & Keenan Financial Consulting Co. MI ADV | 6,600 | $651 | 12/31/2023 | | STIP | 6,600 | $651 | 12/31/2023 | | WBI Investments | 6,570 | $648 | 12/31/2023 | | STIP | 6,570 | $648 | 12/31/2023 | | Secured Retirement Advisors LLC | 6,565 | $647 | 12/31/2023 | | STIP | 6,565 | $647 | 12/31/2023 | | Topel & Distasi Wealth Management LLC | 6,453 | $636 | 12/31/2023 | | STIP | 6,453 | $636 | 12/31/2023 | | Heritage Wealth Management LLC | 6,345 | $631 | 03/31/2024 | | STIP | 6,345 | $631 | 03/31/2024 | | Rathbone Brothers plc | 6,394 | $630 | 12/31/2023 | | STIP | 6,394 | $630 | 12/31/2023 | | STA Wealth Management LLC | 6,326 | $624 | 12/31/2023 | | STIP | 6,326 | $624 | 12/31/2023 | | Wiley BROS. Aintree Capital LLC | 6,263 | $623 | 03/31/2024 | | STIP | 6,263 | $623 | 03/31/2024 | | Integrated Advisors Network LLC | 6,172 | $608 | 12/31/2023 | | STIP | 6,172 | $608 | 12/31/2023 | | Financial Network Wealth Advisors LLC | 6,120 | $603 | 12/31/2023 | | STIP | 6,120 | $603 | 12/31/2023 | | Trustmark National Bank Trust Department | 6,033 | $595 | 12/31/2023 | | STIP | 6,033 | $595 | 12/31/2023 | | North Ridge Wealth Advisors Inc. | 5,916 | $588 | 03/31/2024 | | STIP | 5,916 | $588 | 03/31/2024 | | RFP Financial Group LLC | 5,868 | $579 | 12/31/2023 | | STIP | 5,868 | $579 | 12/31/2023 | | PBMares Wealth Management LLC | 5,843 | $576 | 12/31/2023 | | STIP | 5,843 | $576 | 12/31/2023 | | Two Sigma Securities LLC | 5,785 | $570 | 12/31/2023 | | STIP | 5,785 | $570 | 12/31/2023 | | Cardiff Park Advisors LLC | 5,665 | $559 | 12/31/2023 | | STIP | 5,665 | $559 | 12/31/2023 | | Fairway Wealth LLC | 5,637 | $556 | 12/31/2023 | | STIP | 5,637 | $556 | 12/31/2023 | | Quadcap Wealth Management LLC | 5,631 | $555 | 12/31/2023 | | STIP | 5,631 | $555 | 12/31/2023 | | Wade G W & Inc. | 5,598 | $552 | 12/31/2023 | | STIP | 5,598 | $552 | 12/31/2023 | | Park Avenue Securities LLC | 5,537 | $551 | 03/31/2024 | | STIP | 5,537 | $551 | 03/31/2024 | | Western Wealth Management LLC | 5,593 | $551 | 12/31/2023 | | STIP | 5,593 | $551 | 12/31/2023 | | Kickstand Ventures LLC. | 5,590 | $551 | 12/31/2023 | | STIP | 5,590 | $551 | 12/31/2023 | | Penobscot Investment Management Company Inc. | 5,577 | $550 | 12/31/2023 | | STIP | 5,577 | $550 | 12/31/2023 | | Lodestone Wealth Management LLC | 5,481 | $540 | 12/31/2023 | | STIP | 5,481 | $540 | 12/31/2023 | | Coldstream Capital Management Inc. | 5,446 | $537 | 12/31/2023 | | STIP | 5,446 | $537 | 12/31/2023 | | Kovack Advisors Inc. | 5,386 | $535 | 03/31/2024 | | STIP | 5,386 | $535 | 03/31/2024 | | Patriot Investment Management Inc. | 5,344 | $531 | 03/31/2024 | | STIP | 5,344 | $531 | 03/31/2024 | | NewEdge Wealth LLC | 5,340 | $526 | 12/31/2023 | | STIP | 5,340 | $526 | 12/31/2023 | | FirstPurpose Wealth LLC | 5,291 | $524 | 03/31/2024 | | STIP | 5,291 | $524 | 03/31/2024 | | Flagship Harbor Advisors LLC | 5,252 | $522 | 03/31/2024 | | STIP | 5,252 | $522 | 03/31/2024 | | Able Wealth Management LLC | 5,285 | $521 | 12/31/2023 | | STIP | 5,285 | $521 | 12/31/2023 | | Clearstead Advisors LLC | 5,200 | $513 | 12/31/2023 | | STIP | 5,200 | $513 | 12/31/2023 | | Pinnacle Bank | 5,062 | $503 | 03/31/2024 | | STIP | 5,062 | $503 | 03/31/2024 | | Owen LaRue LLC | 5,047 | $498 | 12/31/2023 | | STIP | 5,047 | $498 | 12/31/2023 | | Carolinas Wealth Consulting LLC | 5,033 | $496 | 12/31/2023 | | STIP | 5,033 | $496 | 12/31/2023 | | Delta Investment Management LLC | 5,006 | $494 | 12/31/2023 | | STIP | 5,006 | $494 | 12/31/2023 | | Lowe Brockenbrough & Co. Inc. | 4,986 | $492 | 12/31/2023 | | STIP | 4,986 | $492 | 12/31/2023 | | ARK & TLK Investments LLC | 4,941 | $487 | 12/31/2023 | | STIP | 4,941 | $487 | 12/31/2023 | | Jaffetilchin Investment Partners LLC | 4,919 | $485 | 12/31/2023 | | STIP | 4,919 | $485 | 12/31/2023 | | AlphaCore Capital LLC | 4,846 | $478 | 12/31/2023 | | STIP | 4,846 | $478 | 12/31/2023 | | Redhawk Wealth Advisors Inc. | 4,831 | $476 | 12/31/2023 | | STIP | 4,831 | $476 | 12/31/2023 | | Buckingham Strategic Partners | 4,825 | $476 | 12/31/2023 | | STIP | 4,825 | $476 | 12/31/2023 | | Mesirow Financial Investment Management Inc. | 4,665 | $464 | 03/31/2024 | | STIP | 4,665 | $464 | 03/31/2024 | | Ameritas Investment Partners Inc. | 4,633 | $457 | 12/31/2023 | | STIP | 4,633 | $457 | 12/31/2023 | | Virtue Capital Management LLC | 4,577 | $450 | 12/31/2023 | | STIP | 4,577 | $450 | 12/31/2023 | | Scotia Capital Inc. | 4,461 | $440 | 12/31/2023 | | STIP | 4,461 | $440 | 12/31/2023 | | Keystone Wealth Services LLC | 4,383 | $436 | 03/31/2024 | | STIP | 4,383 | $436 | 03/31/2024 | | FC Advisory LLC | 4,372 | $435 | 03/31/2024 | | STIP | 4,372 | $435 | 03/31/2024 | | Day & Ennis LLC | 4,378 | $432 | 12/31/2023 | | STIP | 4,378 | $432 | 12/31/2023 | | Prairiewood Capital LLC | 4,323 | $426 | 12/31/2023 | | STIP | 4,323 | $426 | 12/31/2023 | | Kohmann Bosshard Financial Services LLC | 4,249 | $422 | 03/31/2024 | | STIP | 4,249 | $422 | 03/31/2024 | | SageView Advisory Group LLC | 4,266 | $422 | 12/31/2023 | | STIP | 4,266 | $422 | 12/31/2023 | | Aprio Wealth Management LLC | 4,121 | $410 | 03/31/2024 | | STIP | 4,121 | $410 | 03/31/2024 | | LaFleur & Godfrey LLC | 4,096 | $407 | 03/31/2024 | | STIP | 4,096 | $407 | 03/31/2024 | | Smith & Howard Wealth Management LLC | 4,098 | $407 | 03/31/2024 | | STIP | 4,098 | $407 | 03/31/2024 | | Mine & Arao Wealth Creation & Management LLC. | 4,130 | $407 | 12/31/2023 | | STIP | 4,130 | $407 | 12/31/2023 | | Rehmann Capital Advisory Group | 4,083 | $403 | 12/31/2023 | | STIP | 4,083 | $403 | 12/31/2023 | | MADDEN SECURITIES Corp | 3,985 | $396 | 03/31/2024 | | STIP | 3,985 | $396 | 03/31/2024 | | Echo Wealth Management LLC | 3,961 | $394 | 03/31/2024 | | STIP | 3,961 | $394 | 03/31/2024 | | Eagle Bay Advisors LLC | 4,000 | $394 | 12/31/2023 | | STIP | 4,000 | $394 | 12/31/2023 | | Invesco Ltd. | 3,904 | $385 | 12/31/2023 | | STIP | 3,904 | $385 | 12/31/2023 | | GeoWealth Management LLC | 3,880 | $383 | 12/31/2023 | | STIP | 3,880 | $383 | 12/31/2023 | | Tyche Wealth Partners LLC | 3,837 | $382 | 03/31/2024 | | STIP | 3,837 | $382 | 03/31/2024 | | TD Capital Management LLC | 3,855 | $380 | 12/31/2023 | | STIP | 3,855 | $380 | 12/31/2023 | | Toth Financial Advisory Corp | 3,807 | $379 | 03/31/2024 | | STIP | 3,807 | $379 | 03/31/2024 | | Eagle Capital Management LLC LA | 3,812 | $379 | 03/31/2024 | | STIP | 3,812 | $379 | 03/31/2024 | | Napatree Capital LLC | 3,785 | $373 | 12/31/2023 | | STIP | 3,785 | $373 | 12/31/2023 | | Stratos Wealth Partners LTD. | 3,679 | $366 | 03/31/2024 | | STIP | 3,679 | $366 | 03/31/2024 | | Triumph Capital Management | 3,678 | $365 | 03/31/2024 | | STIP | 3,678 | $365 | 03/31/2024 | | Morton Brown Family Wealth LLC | 3,668 | $365 | 03/31/2024 | | STIP | 3,668 | $365 | 03/31/2024 | | LWM Advisory Services LLC | 3,706 | $365 | 12/31/2023 | | STIP | 3,706 | $365 | 12/31/2023 | | Waddell & Associates LLC | 3,700 | $365 | 12/31/2023 | | STIP | 3,700 | $365 | 12/31/2023 | | Raymond James Trust N.A. | 3,654 | $363 | 03/31/2024 | | STIP | 3,654 | $363 | 03/31/2024 | | Lido Advisors LLC | 3,643 | $359 | 12/31/2023 | | STIP | 3,643 | $359 | 12/31/2023 | | Sugarloaf Wealth Management LLC | 3,514 | $349 | 03/31/2024 | | STIP | 3,514 | $349 | 03/31/2024 | | Brookstone Capital Management | 3,469 | $345 | 03/31/2024 | | STIP | 3,469 | $345 | 03/31/2024 | | Core Wealth Partners LLC | 3,468 | $345 | 03/31/2024 | | STIP | 3,468 | $345 | 03/31/2024 | | Lakeview Capital Partners LLC | 3,455 | $341 | 12/31/2023 | | STIP | 3,455 | $341 | 12/31/2023 | | Snowden Capital Advisors LLC | 3,436 | $339 | 12/31/2023 | | STIP | 3,436 | $339 | 12/31/2023 | | Verdence Capital Advisors LLC | 3,389 | $337 | 03/31/2024 | | STIP | 3,389 | $337 | 03/31/2024 | | Atwater Malick LLC | 3,374 | $335 | 03/31/2024 | | STIP | 3,374 | $335 | 03/31/2024 | | Retirement Capital Strategies | 3,313 | $327 | 12/31/2023 | | STIP | 3,313 | $327 | 12/31/2023 | | Grand Wealth Management LLC | 3,286 | $324 | 12/31/2023 | | STIP | 3,286 | $324 | 12/31/2023 | | M&T Bank Corp | 3,204 | $316 | 12/31/2023 | | STIP | 3,204 | $316 | 12/31/2023 | | Vaughan David Investments LLC IL | 3,200 | $315 | 12/31/2023 | | STIP | 3,200 | $315 | 12/31/2023 | | Morton Community Bank | 3,200 | $315 | 12/31/2023 | | STIP | 3,200 | $315 | 12/31/2023 | | Captrust Financial Advisors | 3,188 | $314 | 12/31/2023 | | STIP | 3,188 | $314 | 12/31/2023 | | Good Life Advisors LLC | 3,171 | $313 | 12/31/2023 | | STIP | 3,171 | $313 | 12/31/2023 | | Private Client Services LLC | 3,161 | $312 | 12/31/2023 | | STIP | 3,161 | $312 | 12/31/2023 | | Mayflower Financial Advisors LLC | 3,137 | $309 | 12/31/2023 | | STIP | 3,137 | $309 | 12/31/2023 | | Advisor Resource Council | 3,068 | $304 | 03/31/2024 | | STIP | 3,068 | $304 | 03/31/2024 | | United Capital Financial Advisers LLC | 3,083 | $304 | 12/31/2023 | | STIP | 3,083 | $304 | 12/31/2023 | | VanderPol Investments L.L.C. | 2,956 | $294 | 03/31/2024 | | STIP | 2,956 | $294 | 03/31/2024 | | Beaird Harris Wealth Management LLC | 2,983 | $294 | 12/31/2023 | | STIP | 2,983 | $294 | 12/31/2023 | | Fiduciary Trust Co. | 2,957 | $292 | 12/31/2023 | | STIP | 2,957 | $292 | 12/31/2023 | | Jones Financial Companies Lllp | 2,959 | $292 | 12/31/2023 | | STIP | 2,959 | $292 | 12/31/2023 | | Keybank National Association OH | 2,940 | $290 | 12/31/2023 | | STIP | 2,940 | $290 | 12/31/2023 | | Garrett Investment Advisors LLC | 2,861 | $285 | 03/31/2024 | | STIP | 2,861 | $285 | 03/31/2024 | | Sovereign Financial Group Inc. | 2,828 | $281 | 03/31/2024 | | STIP | 2,828 | $281 | 03/31/2024 | | Market Street Wealth Management Advisors LLC | 2,792 | $278 | 03/31/2024 | | STIP | 2,792 | $278 | 03/31/2024 | | Apella Capital LLC | 2,791 | $278 | 03/31/2024 | | STIP | 2,791 | $278 | 03/31/2024 | | Wedbush Securities Inc. | 2,800 | $276 | 12/31/2023 | | STIP | 2,800 | $276 | 12/31/2023 | | Tradewinds Capital Management LLC | 2,735 | $272 | 03/31/2024 | | STIP | 2,735 | $272 | 03/31/2024 | | Upper Left Wealth Management LLC | 2,727 | $271 | 03/31/2024 | | STIP | 2,727 | $271 | 03/31/2024 | | Satovsky Asset Management LLC | 2,705 | $269 | 03/31/2024 | | STIP | 2,705 | $269 | 03/31/2024 | | ORG Partners LLC | 2,694 | $266 | 12/31/2023 | | STIP | 2,694 | $266 | 12/31/2023 | | W.H. Cornerstone Investments Inc. | 2,657 | $262 | 12/31/2023 | | STIP | 2,657 | $262 | 12/31/2023 | | ML & R Wealth Management LLC | 2,646 | $261 | 12/31/2023 | | STIP | 2,646 | $261 | 12/31/2023 | | Kingsview Wealth Management LLC | 2,635 | $260 | 12/31/2023 | | STIP | 2,635 | $260 | 12/31/2023 | | National Bank of Canada FI | 2,627 | $259 | 12/31/2023 | | STIP | 2,627 | $259 | 12/31/2023 | | Vertex Planning Partners LLC | 2,623 | $259 | 12/31/2023 | | STIP | 2,623 | $259 | 12/31/2023 | | Ardent Capital Management Inc. | 2,590 | $255 | 12/31/2023 | | STIP | 2,590 | $255 | 12/31/2023 | | Frank Rimerman Advisors LLC | 2,580 | $254 | 12/31/2023 | | STIP | 2,580 | $254 | 12/31/2023 | | Octavia Wealth Advisors LLC | 2,496 | $248 | 03/31/2024 | | STIP | 2,496 | $248 | 03/31/2024 | | Mercer Investments LLC | 2,488 | $245 | 12/31/2023 | | STIP | 2,488 | $245 | 12/31/2023 | | Chilton Capital Management LLC | 2,474 | $244 | 12/31/2023 | | STIP | 2,474 | $244 | 12/31/2023 | | Robertson Stephens Wealth Management LLC | 2,449 | $241 | 12/31/2023 | | STIP | 2,449 | $241 | 12/31/2023 | | Northwest Capital Management Inc | 2,417 | $240 | 03/31/2024 | | STIP | 2,417 | $240 | 03/31/2024 | | Accurate Wealth Management LLC | 2,413 | $239 | 03/31/2024 | | STIP | 2,413 | $239 | 03/31/2024 | | Aviance Capital Partners LLC | 2,358 | $234 | 03/31/2024 | | STIP | 2,358 | $234 | 03/31/2024 | | Golden State Equity Partners | 2,366 | $233 | 12/31/2023 | | STIP | 2,366 | $233 | 12/31/2023 | | CWA Asset Management Group LLC | 2,349 | $232 | 12/31/2023 | | STIP | 2,349 | $232 | 12/31/2023 | | Thrive Capital Management LLC | 2,354 | $232 | 12/31/2023 | | STIP | 2,354 | $232 | 12/31/2023 | | Greenspring Advisors LLC | 2,285 | $227 | 03/31/2024 | | STIP | 2,285 | $227 | 03/31/2024 | | Significant Wealth Partners LLC | 2,265 | $223 | 12/31/2023 | | STIP | 2,265 | $223 | 12/31/2023 | | Quad Cities Investment Group LLC | 2,234 | $222 | 03/31/2024 | | STIP | 2,234 | $222 | 03/31/2024 | | Haverford Financial Services Inc. | 2,252 | $222 | 12/31/2023 | | STIP | 2,252 | $222 | 12/31/2023 | | Ehrlich Financial Group | 2,150 | $214 | 03/31/2024 | | STIP | 2,150 | $214 | 03/31/2024 | | New York Life Investment Management LLC | 2,159 | $213 | 12/31/2023 | | STIP | 2,159 | $213 | 12/31/2023 | | Royal Fund Management LLC | 2,120 | $211 | 03/31/2024 | | STIP | 2,120 | $211 | 03/31/2024 | | Mather Group LLC. | 2,124 | $209 | 03/31/2024 | | STIP | 2,124 | $209 | 03/31/2024 | | Great Valley Advisor Group Inc. | 2,100 | $207 | 12/31/2023 | | STIP | 2,100 | $207 | 12/31/2023 | | Harbour Investments Inc. | 2,084 | $205 | 12/31/2023 | | STIP | 2,084 | $205 | 12/31/2023 | | Evanson Asset Management LLC | 2,056 | $204 | 03/31/2024 | | STIP | 2,056 | $204 | 03/31/2024 | | Sentinel Pension Advisors Inc. | 2,057 | $203 | 12/31/2023 | | STIP | 2,057 | $203 | 12/31/2023 | | Proequities Inc. | 2,052 | $202 | 12/31/2023 | | STIP | 2,052 | $202 | 12/31/2023 | | Capital Analysts LLC | 2,051 | $202 | 12/31/2023 | | STIP | 2,051 | $202 | 12/31/2023 | | Global Trust Asset Management LLC | 1,905 | $189 | 03/31/2024 | | STIP | 1,905 | $189 | 03/31/2024 | | Horizons Wealth Management | 1,865 | $184 | 03/31/2024 | | STIP | 1,865 | $184 | 03/31/2024 | | Nelson Van Denburg & Campbell Wealth Management Group LLC | 1,689 | $167 | 12/31/2023 | | STIP | 1,689 | $167 | 12/31/2023 | | Mascoma Wealth Management LLC | 1,653 | $163 | 12/31/2023 | | STIP | 1,653 | $163 | 12/31/2023 | | Pacific Capital Wealth Advisors Inc. | 1,374 | $135 | 12/31/2023 | | STIP | 1,374 | $135 | 12/31/2023 | | Farther Finance Advisors LLC | 1,276 | $126 | 12/31/2023 | | STIP | 1,276 | $126 | 12/31/2023 | | Matrix Trust Co | 1,128 | $111 | 12/31/2023 | | STIP | 1,128 | $111 | 12/31/2023 | | Barrett & Company Inc. | 1,101 | $109 | 03/31/2024 | | STIP | 1,101 | $109 | 03/31/2024 | | Howe & Rusling Inc. | 1,046 | $103 | 12/31/2023 | | STIP | 1,046 | $103 | 12/31/2023 | | Legacy Bridge LLC | 1,030 | $102 | 03/31/2024 | | STIP | 1,030 | $102 | 03/31/2024 | | EverSource Wealth Advisors LLC | 1,034 | $102 | 12/31/2023 | | STIP | 1,034 | $102 | 12/31/2023 | | Wetzel Investment Advisors Inc. | 1,000 | $99 | 03/31/2024 | | STIP | 1,000 | $99 | 03/31/2024 | | Migdal Insurance & Financial Holdings Ltd. | 970 | $96 | 12/31/2023 | | STIP | 970 | $96 | 12/31/2023 | | Fifth Third Bancorp | 939 | $93 | 03/31/2024 | | STIP | 939 | $93 | 03/31/2024 | | Founders Financial Alliance LLC | 933 | $92 | 12/31/2023 | | STIP | 933 | $92 | 12/31/2023 | | JJJ Advisors Inc. | 884 | $88 | 03/31/2024 | | STIP | 884 | $88 | 03/31/2024 | | GPS Wealth Strategies Group LLC | 889 | $88 | 12/31/2023 | | STIP | 889 | $88 | 12/31/2023 | | AdvisorNet Financial Inc | 832 | $83 | 03/31/2024 | | STIP | 832 | $83 | 03/31/2024 | | First United Bank Trust | 784 | $77 | 12/31/2023 | | STIP | 784 | $77 | 12/31/2023 | | Westside Investment Management Inc. | 737 | $73 | 03/31/2024 | | STIP | 737 | $73 | 03/31/2024 | | HM Payson & Co. | 745 | $73 | 12/31/2023 | | STIP | 745 | $73 | 12/31/2023 | | Fortitude Family Office LLC | 695 | $69 | 03/31/2024 | | STIP | 695 | $69 | 03/31/2024 | | Laurel Wealth Advisors LLC | 700 | $69 | 12/31/2023 | | STIP | 700 | $69 | 12/31/2023 | | NBC Securities Inc. | 691 | $68 | 03/31/2024 | | STIP | 691 | $68 | 03/31/2024 | | TD Waterhouse Canada Inc. | 673 | $68 | 12/31/2023 | | STIP | 673 | $68 | 12/31/2023 | | Clarity Asset Management Inc. | 674 | $66 | 12/31/2023 | | STIP | 674 | $66 | 12/31/2023 | | Newbridge Financial Services Group Inc. | 639 | $64 | 03/31/2024 | | STIP | 639 | $64 | 03/31/2024 | | Signature Resources Capital Management LLC | 649 | $64 | 03/31/2024 | | STIP | 649 | $64 | 03/31/2024 | | American Capital Advisory LLC | 652 | $64 | 12/31/2023 | | STIP | 652 | $64 | 12/31/2023 | | Scarborough Advisors LLC | 579 | $57 | 12/31/2023 | | STIP | 579 | $57 | 12/31/2023 | | Stone House Investment Management LLC | 540 | $53 | 12/31/2023 | | STIP | 540 | $53 | 12/31/2023 | | C M Bidwell & Associates Ltd. | 515 | $51 | 12/31/2023 | | STIP | 515 | $51 | 12/31/2023 | | Bradley & Co. Private Wealth Management LLC | 520 | $51 | 12/31/2023 | | STIP | 520 | $51 | 12/31/2023 | | FinTrust Capital Advisors LLC | 500 | $49 | 12/31/2023 | | STIP | 500 | $49 | 12/31/2023 | | Spectrum Wealth Counsel LLC | 450 | $44 | 12/31/2023 | | STIP | 450 | $44 | 12/31/2023 | | Aptus Capital Advisors LLC | 434 | $43 | 12/31/2023 | | STIP | 434 | $43 | 12/31/2023 | | Iron Horse Wealth Management LLC | 420 | $42 | 03/31/2024 | | STIP | 420 | $42 | 03/31/2024 | | PrairieView Partners LLC | 430 | $42 | 12/31/2023 | | STIP | 430 | $42 | 12/31/2023 | | AllSquare Wealth Management LLC | 405 | $40 | 12/31/2023 | | STIP | 405 | $40 | 12/31/2023 | | Concord Wealth Partners | 385 | $38 | 12/31/2023 | | STIP | 385 | $38 | 12/31/2023 | | Arcadia Investment Management Corp MI | 345 | $34 | 03/31/2024 | | STIP | 345 | $34 | 03/31/2024 | | Boyd Watterson Asset Management LLC OH | 329 | $32 | 12/31/2023 | | STIP | 329 | $32 | 12/31/2023 | | Running Point Capital Advisors LLC | 328 | $32 | 12/31/2023 | | STIP | 328 | $32 | 12/31/2023 | | Huntington National Bank | 314 | $31 | 12/31/2023 | | STIP | 314 | $31 | 12/31/2023 | | Edmond DE Rothschild Holding S.A. | 300 | $30 | 12/31/2023 | | STIP | 300 | $30 | 12/31/2023 | | Delos Wealth Advisors LLC | 297 | $29 | 12/31/2023 | | STIP | 297 | $29 | 12/31/2023 | | Capital Investment Advisory Services LLC | 285 | $28 | 03/31/2024 | | STIP | 285 | $28 | 03/31/2024 | | Proffitt & Goodson Inc. | 270 | $27 | 03/31/2024 | | STIP | 270 | $27 | 03/31/2024 | | Y.D. More Investments Ltd | 273 | $27 | 12/31/2023 | | STIP | 273 | $27 | 12/31/2023 | | North Star Investment Management Corp. | 253 | $25 | 12/31/2023 | | STIP | 253 | $25 | 12/31/2023 | | Assetmark Inc. | 250 | $25 | 12/31/2023 | | STIP | 250 | $25 | 12/31/2023 | | ICA Group Wealth Management LLC | 251 | $25 | 12/31/2023 | | STIP | 251 | $25 | 12/31/2023 | | Sunbelt Securities Inc. | 239 | $24 | 03/31/2024 | | STIP | 239 | $24 | 03/31/2024 | | Bartlett & Co. LLC | 245 | $24 | 12/31/2023 | | STIP | 245 | $24 | 12/31/2023 | | Annis Gardner Whiting Capital Advisors LLC | 246 | $24 | 12/31/2023 | | STIP | 246 | $24 | 12/31/2023 | | Bartlett & CO. Wealth Management LLC | 245 | $24 | 12/31/2023 | | STIP | 245 | $24 | 12/31/2023 | | Rise Advisors LLC | 232 | $23 | 03/31/2024 | | STIP | 232 | $23 | 03/31/2024 | | Benjamin F. Edwards & Company Inc. | 222 | $22 | 12/31/2023 | | STIP | 222 | $22 | 12/31/2023 | | M&R Capital Management Inc. | 150 | $15 | 03/31/2024 | | STIP | 150 | $15 | 03/31/2024 | | Parallel Advisors LLC | 154 | $15 | 12/31/2023 | | STIP | 154 | $15 | 12/31/2023 | | Horrell Capital Management Inc. | 140 | $14 | 03/31/2024 | | STIP | 140 | $14 | 03/31/2024 | | Tompkins Financial Corp | 131 | $13 | 03/31/2024 | | STIP | 131 | $13 | 03/31/2024 | | Deutsche Bank AG | 131 | $13 | 12/31/2023 | | STIP | 131 | $13 | 12/31/2023 | | Oxford Financial Group Ltd. | 132 | $13 | 12/31/2023 | | STIP | 132 | $13 | 12/31/2023 | | Sound Income Strategies LLC | 105 | $10 | 03/31/2024 | | STIP | 105 | $10 | 03/31/2024 | | Live Oak Investment Partners | 100 | $10 | 12/31/2023 | | STIP | 100 | $10 | 12/31/2023 | | Tucker Asset Management LLC | 102 | $10 | 12/31/2023 | | STIP | 102 | $10 | 12/31/2023 | | Asset Dedication LLC | 83 | $8 | 03/31/2024 | | STIP | 83 | $8 | 03/31/2024 | | Private Ocean LLC | 80 | $8 | 03/31/2024 | | STIP | 80 | $8 | 03/31/2024 | | Orion Capital Management LLC | 77 | $8 | 12/31/2023 | | STIP | 77 | $8 | 12/31/2023 | | Pflug Koory LLC | 75 | $7 | 03/31/2024 | | STIP | 75 | $7 | 03/31/2024 | | Townsend Asset Management Corp NC ADV | 72 | $7 | 12/31/2023 | | STIP | 72 | $7 | 12/31/2023 | | Penserra Capital Management LLC | 76 | $7 | 12/31/2023 | | STIP | 76 | $7 | 12/31/2023 | | Motco | 63 | $6 | 12/31/2023 | | STIP | 63 | $6 | 12/31/2023 | | Archer Investment Corp | 59 | $6 | 12/31/2023 | | STIP | 59 | $6 | 12/31/2023 | | Colonial Trust Co SC | 55 | $5 | 12/31/2023 | | STIP | 55 | $5 | 12/31/2023 | | Financial Advisory Service Inc. | 40 | $4 | 12/31/2023 | | STIP | 40 | $4 | 12/31/2023 | | DB Wealth Management Group LLC | 40 | $4 | 12/31/2023 | | STIP | 40 | $4 | 12/31/2023 | | Ruedi Wealth Management Inc. | 40 | $4 | 12/31/2023 | | STIP | 40 | $4 | 12/31/2023 | | Main Street Group LTD | 43 | $4 | 12/31/2023 | | STIP | 43 | $4 | 12/31/2023 | | Keener Financial Planning LLC | 36 | $4 | 12/31/2023 | | STIP | 36 | $4 | 12/31/2023 | | Tower Research Capital LLC TRC | 28 | $3 | 12/31/2023 | | STIP | 28 | $3 | 12/31/2023 | | Larson Financial Group LLC | 27 | $3 | 12/31/2023 | | STIP | 27 | $3 | 12/31/2023 | | Future Financial Wealth Managment LLC | 25 | $2 | 03/31/2024 | | STIP | 25 | $2 | 03/31/2024 | | Hexagon Capital Partners LLC | 18 | $2 | 03/31/2024 | | STIP | 18 | $2 | 03/31/2024 | | Focused Wealth Management Inc | 15 | $2 | 12/31/2023 | | STIP | 15 | $2 | 12/31/2023 | | SRS Capital Advisors Inc. | 24 | $2 | 12/31/2023 | | STIP | 24 | $2 | 12/31/2023 | | Cornerstone Planning Group LLC | 19 | $2 | 12/31/2023 | | STIP | 19 | $2 | 12/31/2023 | | Gradient Investments LLC | 10 | $1 | 03/31/2024 | | STIP | 10 | $1 | 03/31/2024 | | Trust Co | 6 | $1 | 03/31/2024 | | STIP | 6 | $1 | 03/31/2024 | | Signaturefd LLC | 5 | $1 | 12/31/2023 | | STIP | 5 | $1 | 12/31/2023 | | Transamerica Financial Advisors Inc. | 10 | $1 | 12/31/2023 | | STIP | 10 | $1 | 12/31/2023 | | Castleview Partners LLC | 13 | $1 | 12/31/2023 | | STIP | 13 | $1 | 12/31/2023 | | Bellevue Asset Management LLC | 13 | $1 | 12/31/2023 | | STIP | 13 | $1 | 12/31/2023 | | Integrity Financial Corp WA | 15 | $1 | 12/31/2023 | | STIP | 15 | $1 | 12/31/2023 | | True Wealth Design LLC | 11 | $1 | 12/31/2023 | | STIP | 11 | $1 | 12/31/2023 | | Creekmur Asset Management LLC | 11 | $1 | 12/31/2023 | | STIP | 11 | $1 | 12/31/2023 | | Sandy Spring Bank | 0 | $0 | 12/31/2023 | | STIP | 0 | $0 | 12/31/2023 | | Main Management LLC | 3 | $0 | 12/31/2023 | | STIP | 3 | $0 | 12/31/2023 | | Key Financial Inc | 5 | $0 | 12/31/2023 | | STIP | 5 | $0 | 12/31/2023 | | Nemes Rush Group LLC | 3 | $0 | 12/31/2023 | | STIP | 3 | $0 | 12/31/2023 | | New Republic Capital LLC | 1 | $0 | 12/31/2023 | | STIP | 1 | $0 | 12/31/2023 |
See Summary: Institutional Holders of STIP
See Details: Top 10 Hedge Funds Holding STIP
Also See: STIP Holdings Changes
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