Holdings Channel
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Funds Holding TIP

On this page, we present all of the funds holding TIP from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding TIP, with a link to that fund's top holdings. The next columns indicate the amount of TIP stock held by each of the funds holding TIP, followed by the TIP position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 1090 funds holding TIP within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by BlackRock Inc.. For more details on the positions held by BlackRock Inc. (or by any of the other funds holding TIP), click the fund name in the "Holder" column of the funds-holding-TIP table below.

HolderAmountPosition Size
($ in 1000's)
 As of
BlackRock Inc.32,565,329$3,500,447 12/31/2023
     TIP32,565,329$3,500,447 12/31/2023
Bank of America Corp DE $1,282,702 12/31/2023
     TIP12,063,822$1,296,740 12/31/2023
     Put130,600$14,038 12/31/2023
Morgan Stanley5,006,778$538,179 12/31/2023
     TIP5,006,778$538,179 12/31/2023
JPMorgan Chase & Co.4,040,443$434,308 12/31/2023
     TIP4,040,443$434,308 12/31/2023
UBS Group AG $426,224 12/31/2023
     Call2,100,600$225,793 12/31/2023
     TIP1,864,648$200,431 12/31/2023
Charles Schwab Investment Management Inc.3,609,997$388,038 12/31/2023
     TIP3,609,997$388,038 12/31/2023
FMR LLC3,386,290$363,992 12/31/2023
     TIP3,386,290$363,992 12/31/2023
Envestnet Asset Management Inc.3,089,655$332,107 12/31/2023
     TIP3,089,655$332,107 12/31/2023
Rock Creek Group LP2,756,361$296,281 12/31/2023
     TIP2,756,361$296,281 12/31/2023
LPL Financial LLC1,655,747$177,976 12/31/2023
     TIP1,655,747$177,976 12/31/2023
Matson Money. Inc.1,307,742$140,569 12/31/2023
     TIP1,307,742$140,569 12/31/2023
Wells Fargo & Company MN1,298,176$139,541 12/31/2023
     TIP1,298,176$139,541 12/31/2023
Evoke Wealth LLC1,246,137$133,947 12/31/2023
     TIP1,246,137$133,947 12/31/2023
WealthNavi Inc.1,128,413$121,293 12/31/2023
     TIP1,128,413$121,293 12/31/2023
FIL Ltd1,110,193$119,335 12/31/2023
     TIP1,110,193$119,335 12/31/2023
The PNC Financial Services Group Inc.1,029,318$110,641 12/31/2023
     TIP1,029,318$110,641 12/31/2023
Bank Julius Baer & Co. Ltd Zurich1,009,615$108,523 12/31/2023
     TIP1,009,615$108,523 12/31/2023
CI Investments Inc.984,400$105,813 12/31/2023
     TIP984,400$105,813 12/31/2023
Partners Capital Investment Group LLP974,795$104,781 12/31/2023
     TIP974,795$104,781 12/31/2023
Ameriprise Financial Inc.931,657$102,160 12/31/2023
     TIP931,657$102,160 12/31/2023
Advisor Group Holdings Inc.803,251$86,437 12/31/2023
     TIP803,251$86,437 12/31/2023
Keybank National Association OH731,189$78,596 12/31/2023
     TIP731,189$78,596 12/31/2023
Qube Research & Technologies Ltd683,587$73,479 12/31/2023
     TIP683,587$73,479 12/31/2023
Royal Bank of Canada636,109$68,376 12/31/2023
     TIP636,109$68,376 12/31/2023
Sumitomo Life Insurance Co.632,503$67,988 12/31/2023
     TIP632,503$67,988 12/31/2023
BW Gestao de Investimentos Ltda. $64,494 12/31/2023
     Call600,000$64,494 12/31/2023
3EDGE Asset Management LP586,151$63,005 12/31/2023
     TIP586,151$63,005 12/31/2023
CWM LLC551,188$59,247 12/31/2023
     TIP551,188$59,247 12/31/2023
Campbell Wealth Management506,023$54,392 12/31/2023
     TIP506,023$54,392 12/31/2023
Stifel Financial Corp462,347$49,699 12/31/2023
     TIP462,347$49,699 12/31/2023
Commonwealth Equity Services LLC449,549$48,322 12/31/2023
     TIP449,549$48,322 12/31/2023
Northwestern Mutual Wealth Management Co.421,967$45,357 12/31/2023
     TIP421,967$45,357 12/31/2023
Pictet Asset Management Holding SA363,400$39,062 12/31/2023
     TIP363,400$39,062 12/31/2023
Bank of New York Mellon Corp354,984$38,157 12/31/2023
     TIP354,984$38,157 12/31/2023
Viewpoint Investment Partners Corp352,800$37,922 12/31/2023
     TIP352,800$37,922 12/31/2023
Kiwi Wealth Investments Limited Partnership336,724$36,194 12/31/2023
     TIP336,724$36,194 12/31/2023
MML Investors Services LLC326,199$35,063 12/31/2023
     TIP326,199$35,063 12/31/2023
Baldwin Brothers Inc. MA320,432$34,443 12/31/2023
     TIP320,432$34,443 12/31/2023
Huntington National Bank307,655$33,070 12/31/2023
     TIP307,655$33,070 12/31/2023
Man Group plc304,641$32,746 12/31/2023
     TIP304,641$32,746 12/31/2023
Raymond James Financial Services Advisors Inc.304,461$32,727 12/31/2023
     TIP304,461$32,727 12/31/2023
Dakota Wealth Management291,708$31,356 12/31/2023
     TIP291,708$31,356 12/31/2023
Rockefeller Capital Management L.P.290,203$31,194 12/31/2023
     TIP290,203$31,194 12/31/2023
Prudential Financial Inc.287,984$30,955 12/31/2023
     TIP287,984$30,955 12/31/2023
Money Design Co. Ltd.284,270$30,556 12/31/2023
     TIP284,270$30,556 12/31/2023
Envestnet Portfolio Solutions Inc.276,126$29,681 12/31/2023
     TIP276,126$29,681 12/31/2023
Arkansas Financial Group Inc.270,313$29,056 12/31/2023
     TIP270,313$29,056 12/31/2023
One Capital Management LLC263,527$28,327 12/31/2023
     TIP263,527$28,327 12/31/2023
Assetmark Inc.259,689$27,914 12/31/2023
     TIP259,689$27,914 12/31/2023
Rebalance LLC255,432$27,456 12/31/2023
     TIP255,432$27,456 12/31/2023
Pacific Life Fund Advisors LLC254,097$27,313 12/31/2023
     TIP254,097$27,313 12/31/2023
Cambridge Investment Research Advisors Inc.252,085$27,097 12/31/2023
     TIP252,085$27,097 12/31/2023
Arbor Investment Advisors LLC249,147$26,781 12/31/2023
     TIP249,147$26,781 12/31/2023
HighTower Advisors LLC247,134$26,534 12/31/2023
     TIP247,134$26,534 12/31/2023
Kwmg LLC236,147$25,383 12/31/2023
     TIP236,147$25,383 12/31/2023
Janney Montgomery Scott LLC229,790$24,700 12/31/2023
     TIP229,790$24,700 12/31/2023
Resources Investment Advisors LLC.225,138$24,200 12/31/2023
     TIP225,138$24,200 12/31/2023
Cetera Advisor Networks LLC220,707$23,724 12/31/2023
     TIP220,707$23,724 12/31/2023
Mariner LLC218,574$23,495 12/31/2023
     TIP218,574$23,495 12/31/2023
Truist Financial Corp218,449$23,481 12/31/2023
     TIP218,449$23,481 12/31/2023
Wealth Enhancement Advisory Services LLC207,607$22,316 12/31/2023
     TIP207,607$22,316 12/31/2023
Raymond James & Associates202,039$21,717 12/31/2023
     TIP202,039$21,717 12/31/2023
Marshall Wace LLP201,958$21,708 12/31/2023
     TIP201,958$21,708 12/31/2023
AE Wealth Management LLC200,626$21,413 12/31/2023
     TIP200,626$21,413 12/31/2023
Rhumbline Advisers194,949$20,955 12/31/2023
     TIP194,949$20,955 12/31/2023
BNP Paribas Arbitrage SA193,861$20,838 12/31/2023
     TIP193,861$20,838 12/31/2023
Empower Advisory Group LLC192,945$20,740 12/31/2023
     TIP192,945$20,740 12/31/2023
Neuberger Berman Group LLC181,483$19,508 12/31/2023
     TIP181,483$19,508 12/31/2023
Goldman Sachs Group Inc.181,407$19,499 12/31/2023
     TIP181,407$19,499 12/31/2023
GenTrust LLC181,142$19,471 12/31/2023
     TIP181,142$19,471 12/31/2023
TD Waterhouse Canada Inc.177,974$19,130 12/31/2023
     TIP177,974$19,130 12/31/2023
Alera Investment Advisors LLC171,912$18,479 12/31/2023
     TIP171,912$18,479 12/31/2023
NinePointTwo Capital168,000$18,058 12/31/2023
     TIP168,000$18,058 12/31/2023
Creative Planning164,860$17,721 12/31/2023
     TIP164,860$17,721 12/31/2023
Pure Financial Advisors Inc.159,311$17,124 12/31/2023
     TIP159,311$17,124 12/31/2023
Cerity Partners LLC150,413$16,168 12/31/2023
     TIP150,413$16,168 12/31/2023
Prime Capital Investment Advisors LLC148,497$15,962 12/31/2023
     TIP148,497$15,962 12/31/2023
Cetera Investment Advisers144,541$15,537 12/31/2023
     TIP144,541$15,537 12/31/2023
Cyndeo Wealth Partners LLC143,791$15,456 12/31/2023
     TIP143,791$15,456 12/31/2023
Lutz Financial Services LLC141,355$15,194 12/31/2023
     TIP141,355$15,194 12/31/2023
Susquehanna International Group LLP $14,613 12/31/2023
     Call232,900$25,034 12/31/2023
     Put111,300$11,964 12/31/2023
     TIP14,352$1,543 12/31/2023
Cim LLC136,312$14,442 12/31/2023
     TIP136,312$14,442 12/31/2023
Heartwood Wealth Advisors LLC133,396$14,339 12/31/2023
     TIP133,396$14,339 12/31/2023
Lwmg LLC126,269$13,573 12/31/2023
     TIP126,269$13,573 12/31/2023
Fulton Breakefield Broenniman LLC120,089$12,908 12/31/2023
     TIP120,089$12,908 12/31/2023
Insight Wealth Strategies LLC119,912$12,889 12/31/2023
     TIP119,912$12,889 12/31/2023
National Bank of Canada FI119,050$12,780 12/31/2023
     TIP119,050$12,780 12/31/2023
DORVAL Corp116,227$12,508 12/31/2023
     TIP116,227$12,508 12/31/2023
Charles Schwab Trust Co115,698$12,436 12/31/2023
     TIP115,698$12,436 12/31/2023
Ethos Financial Group LLC115,464$12,411 12/31/2023
     TIP115,464$12,411 12/31/2023
Wolverine Trading LLC $12,361 12/31/2023
     Call130,500$14,027 12/31/2023
     Put21,900$2,354 12/31/2023
     TIP6,403$688 12/31/2023
Atria Wealth Solutions Inc.110,733$11,903 12/31/2023
     TIP110,733$11,903 12/31/2023
RTD Financial Advisors Inc.110,434$11,871 12/31/2023
     TIP110,434$11,871 12/31/2023
Townsquare Capital LLC109,338$11,753 12/31/2023
     TIP109,338$11,753 12/31/2023
Kestra Advisory Services LLC108,837$11,699 12/31/2023
     TIP108,837$11,699 12/31/2023
Rathbone Brothers plc107,812$11,589 12/31/2023
     TIP107,812$11,589 12/31/2023
Captrust Financial Advisors107,717$11,579 12/31/2023
     TIP107,717$11,579 12/31/2023
US Bancorp DE107,396$11,544 12/31/2023
     TIP107,396$11,544 12/31/2023
Thrivent Financial for Lutherans105,640$11,356 12/31/2023
     TIP105,640$11,356 12/31/2023
D.A. Davidson & CO.103,923$11,171 12/31/2023
     TIP103,923$11,171 12/31/2023
We Are One Seven LLC102,897$11,060 12/31/2023
     TIP102,897$11,060 12/31/2023
Frontier Asset Management LLC102,205$10,986 12/31/2023
     TIP102,205$10,986 12/31/2023
Spire Wealth Management102,628$10,983 12/31/2023
     TIP102,628$10,983 12/31/2023
Cypress Capital LLC101,745$10,937 12/31/2023
     TIP101,745$10,937 12/31/2023
Millennium Management LLC98,173$10,553 12/31/2023
     TIP98,173$10,553 12/31/2023
Foundations Investment Advisors LLC97,189$10,500 12/31/2023
     TIP97,189$10,500 12/31/2023
Avantax Advisory Services Inc.97,216$10,450 12/31/2023
     TIP97,216$10,450 12/31/2023
Wealth Forward LLC96,393$10,361 12/31/2023
     TIP96,393$10,361 12/31/2023
Park Avenue Securities LLC94,952$10,206 12/31/2023
     TIP94,952$10,206 12/31/2023
Comerica Bank94,236$10,130 12/31/2023
     TIP94,236$10,130 12/31/2023
Meridian Management Co.95,145$10,117 12/31/2023
     TIP95,145$10,117 12/31/2023
First National Bank & Trust Co. of Newtown94,036$10,108 12/31/2023
     TIP94,036$10,108 12/31/2023
United Capital Financial Advisers LLC93,639$10,065 12/31/2023
     TIP93,639$10,065 12/31/2023
Mirae Asset Global Investments Co. Ltd.92,944$9,991 12/31/2023
     TIP92,944$9,991 12/31/2023
Allworth Financial LP92,650$9,959 12/31/2023
     TIP92,650$9,959 12/31/2023
Equitable Holdings Inc.91,996$9,889 12/31/2023
     TIP91,996$9,889 12/31/2023
Baird Financial Group Inc.91,014$9,783 12/31/2023
     TIP91,014$9,783 12/31/2023
Strategic Wealth Designers90,876$9,780 12/31/2023
     TIP90,876$9,780 12/31/2023
Cambridge Associates LLC MA ADV90,076$9,682 12/31/2023
     TIP90,076$9,682 12/31/2023
BlueSky Wealth Advisors LLC88,531$9,516 12/31/2023
     TIP88,531$9,516 12/31/2023
Wealthsource Partners LLC86,967$9,348 12/31/2023
     TIP86,967$9,348 12/31/2023
Bank of Montreal Can86,232$9,311 12/31/2023
     TIP86,232$9,311 12/31/2023
Guardian Capital Advisors LP86,423$9,252 12/31/2023
     TIP86,423$9,252 12/31/2023
Family Firm Inc.85,932$9,237 12/31/2023
     TIP85,932$9,237 12/31/2023
TIAA Trust National Association85,584$9,199 12/31/2023
     TIP85,584$9,199 12/31/2023
West Financial Advisors LLC85,273$9,166 12/31/2023
     TIP85,273$9,166 12/31/2023
Private Advisor Group LLC84,324$9,064 12/31/2023
     TIP84,324$9,064 12/31/2023
BOKF NA83,820$9,010 12/31/2023
     TIP83,820$9,010 12/31/2023
Natixis Advisors L.P.83,555$8,981 12/31/2023
     TIP83,555$8,981 12/31/2023
Phillips Financial Management LLC81,369$8,746 12/31/2023
     TIP81,369$8,746 12/31/2023
Silver Coast Investments LLC80,975$8,704 12/31/2023
     TIP80,975$8,704 12/31/2023
First Horizon Advisors Inc.79,770$8,575 12/31/2023
     TIP79,770$8,575 12/31/2023
Blair William & Co. IL79,631$8,560 12/31/2023
     TIP79,631$8,560 12/31/2023
Bridge Advisory LLC79,412$8,536 12/31/2023
     TIP79,412$8,536 12/31/2023
H&H Retirement Design & Management INC79,856$8,503 12/31/2023
     TIP79,856$8,503 12/31/2023
Asset Management Group Inc.78,230$8,409 12/31/2023
     TIP78,230$8,409 12/31/2023
Steel Peak Wealth Management LLC76,845$8,260 12/31/2023
     TIP76,845$8,260 12/31/2023
Mercer Global Advisors Inc. ADV75,790$8,147 12/31/2023
     TIP75,790$8,147 12/31/2023
Orion Portfolio Solutions LLC75,959$8,132 12/31/2023
     TIP75,959$8,132 12/31/2023
Shilanski & Associates Inc.75,332$8,097 12/31/2023
     TIP75,332$8,097 12/31/2023
Toronto Dominion Bank75,000$8,062 12/31/2023
     TIP75,000$8,062 12/31/2023
Global Endowment Management LP74,800$8,040 12/31/2023
     TIP74,800$8,040 12/31/2023
Full Sail Capital LLC74,714$8,031 12/31/2023
     TIP74,714$8,031 12/31/2023
Wavelength Capital Management LLC76,811$7,967 09/30/2023
     TIP76,811$7,967 09/30/2023
Citigroup Inc.73,570$7,908 12/31/2023
     TIP73,570$7,908 12/31/2023
One River Asset Management LLC73,100$7,858 12/31/2023
     TIP73,100$7,858 12/31/2023
Guggenheim Capital LLC73,057$7,853 12/31/2023
     TIP73,057$7,853 12/31/2023
Transamerica Financial Advisors Inc.71,832$7,722 12/31/2023
     TIP71,832$7,722 12/31/2023
Wade G W & Inc.70,716$7,601 12/31/2023
     TIP70,716$7,601 12/31/2023
Deane Retirement Strategies Inc.70,078$7,533 12/31/2023
     TIP70,078$7,533 12/31/2023
Peapack Gladstone Financial Corp69,294$7,448 12/31/2023
     TIP69,294$7,448 12/31/2023
Levin Easterly Partners LLC69,081$7,426 12/31/2023
     TIP69,081$7,426 12/31/2023
Horizon Investments LLC68,547$7,368 12/31/2023
     TIP68,547$7,368 12/31/2023
GTS Securities LLC $7,288 12/31/2023
     Call91,000$9,782 12/31/2023
     Put23,200$2,494 12/31/2023
Crabel Capital Management LLC67,282$7,232 12/31/2023
     TIP67,282$7,232 12/31/2023
MBE Wealth Management LLC67,283$7,232 12/31/2023
     TIP67,283$7,232 12/31/2023
White Pine Investment CO66,743$7,174 12/31/2023
     TIP66,743$7,174 12/31/2023
Capital Group Private Client Services Inc.66,410$7,138 12/31/2023
     TIP66,410$7,138 12/31/2023
Mayflower Financial Advisors LLC65,960$7,090 12/31/2023
     TIP65,960$7,090 12/31/2023
M&T Bank Corp65,427$7,033 12/31/2023
     TIP65,427$7,033 12/31/2023
First Trust Advisors LP65,429$7,033 12/31/2023
     TIP65,429$7,033 12/31/2023
Twin Focus Capital Partners LLC65,329$7,022 12/31/2023
     TIP65,329$7,022 12/31/2023
Verger Capital Management LLC64,744$6,959 12/31/2023
     TIP64,744$6,959 12/31/2023
Horizons Wealth Management64,522$6,936 12/31/2023
     TIP64,522$6,936 12/31/2023
Brevan Howard Capital Management LP $6,901 12/31/2023
     Call64,200$6,901 12/31/2023
CI Private Wealth LLC63,578$6,834 12/31/2023
     TIP63,578$6,834 12/31/2023
Perigon Wealth Management LLC63,036$6,776 12/31/2023
     TIP63,036$6,776 12/31/2023
Estate Counselors LLC62,728$6,743 12/31/2023
     TIP62,728$6,743 12/31/2023
Palumbo Wealth Management LLC62,621$6,731 12/31/2023
     TIP62,621$6,731 12/31/2023
Parallel Advisors LLC62,420$6,710 12/31/2023
     TIP62,420$6,710 12/31/2023
CoreCap Advisors LLC61,287$6,588 12/31/2023
     TIP61,287$6,588 12/31/2023
Schechter Investment Advisors LLC60,987$6,555 12/31/2023
     TIP60,987$6,555 12/31/2023
Schonfeld Strategic Advisors LLC59,859$6,434 12/31/2023
     TIP59,859$6,434 12/31/2023
Hillcrest Wealth Advisors NY LLC59,820$6,430 12/31/2023
     TIP59,820$6,430 12/31/2023
Buckingham Strategic Wealth LLC58,478$6,286 12/31/2023
     TIP58,478$6,286 12/31/2023
Integrated Wealth Concepts LLC58,099$6,245 12/31/2023
     TIP58,099$6,245 12/31/2023
James Investment Research Inc.57,092$6,137 12/31/2023
     TIP57,092$6,137 12/31/2023
Great Valley Advisor Group Inc.57,030$6,130 12/31/2023
     TIP57,030$6,130 12/31/2023
Cranbrook Wealth Management LLC56,143$6,035 12/31/2023
     TIP56,143$6,035 12/31/2023
Sage Capital Advisors llc55,988$6,018 12/31/2023
     TIP55,988$6,018 12/31/2023
Rather & Kittrell Inc.55,910$6,010 12/31/2023
     TIP55,910$6,010 12/31/2023
Commerce Bank52,514$5,645 12/31/2023
     TIP52,514$5,645 12/31/2023
Buck Wealth Strategies LLC52,378$5,630 12/31/2023
     TIP52,378$5,630 12/31/2023
Curbstone Financial Management Corp52,254$5,617 12/31/2023
     TIP52,254$5,617 12/31/2023
Axxcess Wealth Management LLC51,731$5,561 12/31/2023
     TIP51,731$5,561 12/31/2023
Miracle Mile Advisors LLC51,377$5,523 12/31/2023
     TIP51,377$5,523 12/31/2023
WASHINGTON TRUST Co51,369$5,522 12/31/2023
     TIP51,369$5,522 12/31/2023
Migdal Insurance & Financial Holdings Ltd.51,201$5,504 12/31/2023
     TIP51,201$5,504 12/31/2023
NorthCrest Asset Manangement LLC51,063$5,489 12/31/2023
     TIP51,063$5,489 12/31/2023
Camden National Bank50,452$5,423 12/31/2023
     TIP50,452$5,423 12/31/2023
Jaffetilchin Investment Partners LLC50,057$5,381 12/31/2023
     TIP50,057$5,381 12/31/2023
Gray Wealth Management Inc.49,762$5,349 12/31/2023
     TIP49,762$5,349 12/31/2023
Ascent Wealth Partners LLC49,642$5,336 12/31/2023
     TIP49,642$5,336 12/31/2023
Independent Family Office LLC49,249$5,294 12/31/2023
     TIP49,249$5,294 12/31/2023
Cetera Advisors LLC48,973$5,264 12/31/2023
     TIP48,973$5,264 12/31/2023
Franklin Resources Inc.48,789$5,244 12/31/2023
     TIP48,789$5,244 12/31/2023
Fairview Capital Investment Management LLC48,453$5,208 12/31/2023
     TIP48,453$5,208 12/31/2023
Principal Securities Inc.48,254$5,187 12/31/2023
     TIP48,254$5,187 12/31/2023
Treynor Bancshares Inc.47,969$5,156 12/31/2023
     TIP47,969$5,156 12/31/2023
Steward Partners Investment Advisory LLC47,741$5,132 12/31/2023
     TIP47,741$5,132 12/31/2023
Change Path LLC47,705$5,128 12/31/2023
     TIP47,705$5,128 12/31/2023
Hirtle Callaghan & Co LLC47,646$5,121 12/31/2023
     TIP47,646$5,121 12/31/2023
Sunbelt Securities Inc.46,008$4,945 12/31/2023
     TIP46,008$4,945 12/31/2023
Alliancebernstein L.P.45,665$4,909 12/31/2023
     TIP45,665$4,909 12/31/2023
Nomura Asset Management Co. Ltd.45,600$4,902 12/31/2023
     TIP45,600$4,902 12/31/2023
Deutsche Bank AG45,303$4,870 12/31/2023
     TIP45,303$4,870 12/31/2023
GWM Advisors LLC45,375$4,864 12/31/2023
     TIP45,375$4,864 12/31/2023
Stablepoint Partners LLC44,920$4,828 12/31/2023
     TIP44,920$4,828 12/31/2023
Heritage Trust Co44,502$4,784 12/31/2023
     TIP44,502$4,784 12/31/2023
Adirondack Trust Co.45,809$4,751 09/30/2023
     TIP45,809$4,751 09/30/2023
Sterling Investment Advisors LLC ADV43,887$4,718 12/31/2023
     TIP43,887$4,718 12/31/2023
Slow Capital Inc.43,489$4,675 12/31/2023
     TIP43,489$4,675 12/31/2023
Advisor Resource Council42,716$4,592 12/31/2023
     TIP42,716$4,592 12/31/2023
Signature Wealth Management Group42,461$4,564 12/31/2023
     TIP42,461$4,564 12/31/2023
Founders Financial Securities LLC42,421$4,560 12/31/2023
     TIP42,421$4,560 12/31/2023
Sound Stewardship LLC41,213$4,430 12/31/2023
     TIP41,213$4,430 12/31/2023
Bull Street Advisors LLC40,981$4,405 12/31/2023
     TIP40,981$4,405 12/31/2023
Advisory Services Network LLC40,181$4,319 12/31/2023
     TIP40,181$4,319 12/31/2023
Horst & Graben Wealth Management LLC40,009$4,301 12/31/2023
     TIP40,009$4,301 12/31/2023
BCJ Capital Management LLC39,991$4,299 12/31/2023
     TIP39,991$4,299 12/31/2023
Benchmark Investment Advisors LLC39,991$4,299 12/31/2023
     TIP39,991$4,299 12/31/2023
Olympus Wealth Management LLC38,978$4,190 12/31/2023
     TIP38,978$4,190 12/31/2023
Modera Wealth Management LLC38,516$4,140 12/31/2023
     TIP38,516$4,140 12/31/2023
SigFig Wealth Management LLC38,148$4,086 12/31/2023
     TIP38,148$4,086 12/31/2023
Comerica Securities Inc.38,913$4,036 09/30/2023
     TIP38,913$4,036 09/30/2023
Guidance Point Advisors LLC37,304$4,010 12/31/2023
     TIP37,304$4,010 12/31/2023
Brookstone Capital Management37,217$4,000 12/31/2023
     TIP37,217$4,000 12/31/2023
Hsbc Holdings PLC37,052$3,983 12/31/2023
     TIP37,052$3,983 12/31/2023
Larson Financial Group LLC36,410$3,914 12/31/2023
     TIP36,410$3,914 12/31/2023
Windham Capital Management LLC35,720$3,840 12/31/2023
     TIP35,720$3,840 12/31/2023
Insight Wealth Partners LLC35,663$3,833 12/31/2023
     TIP35,663$3,833 12/31/2023
Money Concepts Capital Corp35,539$3,820 12/31/2023
     TIP35,539$3,820 12/31/2023
Lodestar Private Asset Management LLC35,532$3,819 12/31/2023
     TIP35,532$3,819 12/31/2023
Peak Financial Management Inc.35,287$3,793 12/31/2023
     TIP35,287$3,793 12/31/2023
NBT Bank N A NY35,062$3,769 12/31/2023
     TIP35,062$3,769 12/31/2023
TrinityPoint Wealth LLC33,208$3,569 12/31/2023
     TIP33,208$3,569 12/31/2023
First Personal Financial Services33,162$3,565 12/31/2023
     TIP33,162$3,565 12/31/2023
Sigma Investment Counselors Inc.33,146$3,563 12/31/2023
     TIP33,146$3,563 12/31/2023
Foster & Motley Inc.33,124$3,560 12/31/2023
     TIP33,124$3,560 12/31/2023
Beacon Pointe Advisors LLC32,951$3,542 12/31/2023
     TIP32,951$3,542 12/31/2023
Fifth Third Bancorp32,784$3,524 12/31/2023
     TIP32,784$3,524 12/31/2023
Bartlett & Co. LLC32,691$3,518 12/31/2023
     TIP32,691$3,518 12/31/2023
Bartlett & CO. Wealth Management LLC32,691$3,518 12/31/2023
     TIP32,691$3,518 12/31/2023
AMG National Trust Bank32,506$3,494 12/31/2023
     TIP32,506$3,494 12/31/2023
Eqis Capital Management Inc.32,374$3,480 12/31/2023
     TIP32,374$3,480 12/31/2023
Mutual Advisors LLC31,912$3,430 12/31/2023
     TIP31,912$3,430 12/31/2023
Evergreen Capital Management LLC31,590$3,396 12/31/2023
     TIP31,590$3,396 12/31/2023
Exencial Wealth Advisors LLC31,529$3,389 12/31/2023
     TIP31,529$3,389 12/31/2023
Zhang Financial LLC30,499$3,278 12/31/2023
     TIP30,499$3,278 12/31/2023
Atria Investments LLC30,468$3,275 12/31/2023
     TIP30,468$3,275 12/31/2023
Fifth Third Securities Inc.30,366$3,264 12/31/2023
     TIP30,366$3,264 12/31/2023
American Investment Services Inc.30,306$3,258 12/31/2023
     TIP30,306$3,258 12/31/2023
The Manufacturers Life Insurance Company 30,082$3,234 12/31/2023
     TIP30,082$3,234 12/31/2023
Stokes Family Office LLC29,945$3,219 12/31/2023
     TIP29,945$3,219 12/31/2023
Sumitomo Mitsui Financial Group Inc.29,896$3,214 12/31/2023
     TIP29,896$3,214 12/31/2023
Financial & Tax Architects LLC29,713$3,194 12/31/2023
     TIP29,713$3,194 12/31/2023
Sage Financial Group Inc.29,250$3,144 12/31/2023
     TIP29,250$3,144 12/31/2023
Barclays PLC29,123$3,131 12/31/2023
     TIP29,123$3,131 12/31/2023
Lake Hills Wealth Management LLC28,588$3,073 12/31/2023
     TIP28,588$3,073 12/31/2023
Arete Wealth Advisors LLC28,296$3,042 12/31/2023
     TIP28,296$3,042 12/31/2023
Kingsview Wealth Management LLC28,232$3,035 12/31/2023
     TIP28,232$3,035 12/31/2023
Lido Advisors LLC27,400$2,945 12/31/2023
     TIP27,400$2,945 12/31/2023
Strategic Financial Concepts LLC27,320$2,937 12/31/2023
     TIP27,320$2,937 12/31/2023
Legal & General Group Plc26,970$2,899 12/31/2023
     TIP26,970$2,899 12/31/2023
Perfromance Wealth Partners LLC26,480$2,846 12/31/2023
     TIP26,480$2,846 12/31/2023
SRS Capital Advisors Inc.26,331$2,830 12/31/2023
     TIP26,331$2,830 12/31/2023
Ronald Blue Trust Inc.27,268$2,828 12/31/2023
     TIP27,268$2,828 12/31/2023
Bragg Financial Advisors Inc26,179$2,814 12/31/2023
     TIP26,179$2,814 12/31/2023
Samalin Investment Counsel LLC25,855$2,779 12/31/2023
     TIP25,855$2,779 12/31/2023
Putnam FL Investment Management Co.25,723$2,765 12/31/2023
     TIP25,723$2,765 12/31/2023
Telemus Capital LLC25,662$2,758 12/31/2023
     TIP25,662$2,758 12/31/2023
Portside Wealth Group LLC25,558$2,747 12/31/2023
     TIP25,558$2,747 12/31/2023
Humankind Investments LLC25,500$2,741 12/31/2023
     TIP25,500$2,741 12/31/2023
Financial Advocates Investment Management24,199$2,733 12/31/2023
     TIP24,199$2,733 12/31/2023
Soltis Investment Advisors LLC25,310$2,721 12/31/2023
     TIP25,310$2,721 12/31/2023
Nations Financial Group Inc. IA ADV25,281$2,717 12/31/2023
     TIP25,281$2,717 12/31/2023
WBI Investments25,189$2,708 12/31/2023
     TIP25,189$2,708 12/31/2023
Austin Private Wealth LLC25,109$2,699 12/31/2023
     TIP25,109$2,699 12/31/2023
Wedbush Securities Inc.24,827$2,669 12/31/2023
     TIP24,827$2,669 12/31/2023
Welch & Forbes LLC24,792$2,665 12/31/2023
     TIP24,792$2,665 12/31/2023
Fermata Advisors LLC24,678$2,653 12/31/2023
     TIP24,678$2,653 12/31/2023
Lincoln National Corp24,645$2,649 12/31/2023
     TIP24,645$2,649 12/31/2023
CIBC World Markets Inc.24,624$2,647 12/31/2023
     TIP24,624$2,647 12/31/2023
EP Wealth Advisors LLC24,311$2,613 12/31/2023
     TIP24,311$2,613 12/31/2023
South State CORP.24,266$2,608 12/31/2023
     TIP24,266$2,608 12/31/2023
Davis R M Inc.24,220$2,603 12/31/2023
     TIP24,220$2,603 12/31/2023
Raymond James Trust N.A.24,150$2,596 12/31/2023
     TIP24,150$2,596 12/31/2023
Greenwood Capital Associates LLC24,146$2,595 12/31/2023
     TIP24,146$2,595 12/31/2023
Stock Yards Bank & Trust Co.24,028$2,583 12/31/2023
     TIP24,028$2,583 12/31/2023
Snowden Capital Advisors LLC23,896$2,569 12/31/2023
     TIP23,896$2,569 12/31/2023
Rosenberg Matthew Hamilton23,566$2,533 12/31/2023
     TIP23,566$2,533 12/31/2023
Fortitude Family Office LLC23,444$2,520 12/31/2023
     TIP23,444$2,520 12/31/2023
Edgestream Partners L.P.23,232$2,497 12/31/2023
     TIP23,232$2,497 12/31/2023
Stephenson & Company Inc.23,151$2,489 12/31/2023
     TIP23,151$2,489 12/31/2023
Lyell Wealth Management LP22,631$2,433 12/31/2023
     TIP22,631$2,433 12/31/2023
Connable Office Inc.22,608$2,430 12/31/2023
     TIP22,608$2,430 12/31/2023
Smith Moore & CO.22,380$2,406 12/31/2023
     TIP22,380$2,406 12/31/2023
Verus Capital Partners LLC22,362$2,404 12/31/2023
     TIP22,362$2,404 12/31/2023
Connectus Wealth LLC22,122$2,383 12/31/2023
     TIP22,122$2,383 12/31/2023
Icon Wealth Partners LLC22,915$2,377 09/30/2023
     TIP22,915$2,377 09/30/2023
WNY Asset Management LLC21,600$2,322 12/31/2023
     TIP21,600$2,322 12/31/2023
Curran Financial Partners LLC21,802$2,321 12/31/2023
     TIP21,802$2,321 12/31/2023
Impact Partnership Wealth LLC20,662$2,221 12/31/2023
     TIP20,662$2,221 12/31/2023
National Asset Management Inc.20,486$2,202 12/31/2023
     TIP20,486$2,202 12/31/2023
Invictus Private Wealth LLC20,354$2,188 12/31/2023
     TIP20,354$2,188 12/31/2023
Stelac Advisory Services LLC20,336$2,186 12/31/2023
     TIP20,336$2,186 12/31/2023
Focus Financial Network Inc. ADV20,291$2,181 12/31/2023
     TIP20,291$2,181 12/31/2023
Visionary Wealth Advisors20,285$2,180 12/31/2023
     TIP20,285$2,180 12/31/2023
Oliver Lagore Vanvalin Investment Group20,242$2,176 12/31/2023
     TIP20,242$2,176 12/31/2023
Nwam LLC20,198$2,171 12/31/2023
     TIP20,198$2,171 12/31/2023
Betterment LLC19,948$2,144 12/31/2023
     TIP19,948$2,144 12/31/2023
Harbour Investments Inc.19,897$2,139 12/31/2023
     TIP19,897$2,139 12/31/2023
Pine Valley Investments Ltd Liability Co19,853$2,134 12/31/2023
     TIP19,853$2,134 12/31/2023
Ellis Investment Partners LLC19,797$2,128 12/31/2023
     TIP19,797$2,128 12/31/2023
TI Trust Inc.19,773$2,125 12/31/2023
     TIP19,773$2,125 12/31/2023
Fortune Financial Advisors LLC19,576$2,104 12/31/2023
     TIP19,576$2,104 12/31/2023
Summit X LLC19,502$2,096 12/31/2023
     TIP19,502$2,096 12/31/2023
Forefront Analytics LLC19,420$2,087 12/31/2023
     TIP19,420$2,087 12/31/2023
Sigma Planning Corp19,185$2,062 12/31/2023
     TIP19,185$2,062 12/31/2023
Darden Wealth Group Inc19,114$2,055 12/31/2023
     TIP19,114$2,055 12/31/2023
OneAscent Financial Services LLC19,059$2,049 12/31/2023
     TIP19,059$2,049 12/31/2023
SignalPoint Asset Management LLC19,047$2,047 12/31/2023
     TIP19,047$2,047 12/31/2023
Alesco Advisors LLC19,037$2,046 12/31/2023
     TIP19,037$2,046 12/31/2023
United Services Automobile Association18,788$2,020 12/31/2023
     TIP18,788$2,020 12/31/2023
Massmutual Trust Co. FSB ADV18,762$2,017 12/31/2023
     TIP18,762$2,017 12/31/2023
Wesbanco Bank Inc.18,566$1,996 12/31/2023
     TIP18,566$1,996 12/31/2023
Oppenheimer & Co. Inc.18,553$1,994 12/31/2023
     TIP18,553$1,994 12/31/2023
Northwest Wealth Management LLC18,553$1,994 12/31/2023
     TIP18,553$1,994 12/31/2023
DMG Group LLC18,417$1,980 12/31/2023
     TIP18,417$1,980 12/31/2023
PFG Investments LLC18,380$1,976 12/31/2023
     TIP18,380$1,976 12/31/2023
City State Bank18,198$1,956 12/31/2023
     TIP18,198$1,956 12/31/2023
Calton & Associates Inc.18,128$1,949 12/31/2023
     TIP18,128$1,949 12/31/2023
Adviser Investments LLC18,036$1,939 12/31/2023
     TIP18,036$1,939 12/31/2023
Blue Fin Capital Inc.18,018$1,937 12/31/2023
     TIP18,018$1,937 12/31/2023
Koshinski Asset Management Inc.17,639$1,896 12/31/2023
     TIP17,639$1,896 12/31/2023
Sterling Financial Planning Inc.17,587$1,890 12/31/2023
     TIP17,587$1,890 12/31/2023
1620 Investment Advisors Inc.17,512$1,882 12/31/2023
     TIP17,512$1,882 12/31/2023
E&G Advisors LP17,450$1,875 12/31/2023
     TIP17,450$1,875 12/31/2023
STA Wealth Management LLC17,269$1,856 12/31/2023
     TIP17,269$1,856 12/31/2023
One Wealth Advisors LLC16,951$1,822 12/31/2023
     TIP16,951$1,822 12/31/2023
KMG Fiduciary Partners LLC16,921$1,819 12/31/2023
     TIP16,921$1,819 12/31/2023
Boston Private Wealth LLC16,916$1,818 12/31/2023
     TIP16,916$1,818 12/31/2023
Courage Miller Partners LLC16,888$1,815 12/31/2023
     TIP16,888$1,815 12/31/2023
TSA Wealth Managment LLC16,822$1,808 12/31/2023
     TIP16,822$1,808 12/31/2023
Pflug Koory LLC16,811$1,807 12/31/2023
     TIP16,811$1,807 12/31/2023
Capital Investment Advisors LLC16,787$1,804 12/31/2023
     TIP16,787$1,804 12/31/2023
RFG Advisory LLC16,718$1,797 12/31/2023
     TIP16,718$1,797 12/31/2023
Renaissance Technologies LLC16,600$1,784 12/31/2023
     TIP16,600$1,784 12/31/2023
Jacobi Capital Management LLC16,567$1,781 12/31/2023
     TIP16,567$1,781 12/31/2023
EisnerAmper Wealth Management Corporate Benefits LLC16,538$1,778 12/31/2023
     TIP16,538$1,778 12/31/2023
Prospera Financial Services Inc16,513$1,775 12/31/2023
     TIP16,513$1,775 12/31/2023
Dynamic Advisor Solutions LLC16,518$1,764 12/31/2023
     TIP16,518$1,764 12/31/2023
Mount Yale Investment Advisors LLC16,391$1,762 12/31/2023
     TIP16,391$1,762 12/31/2023
White Pine Capital LLC16,301$1,752 12/31/2023
     TIP16,301$1,752 12/31/2023
Williams Financial LLC16,290$1,751 12/31/2023
     TIP16,290$1,751 12/31/2023
Sandy Spring Bank16,224$1,744 12/31/2023
     TIP16,224$1,744 12/31/2023
Mechanics Bank Trust Department16,195$1,741 12/31/2023
     TIP16,195$1,741 12/31/2023
Procyon Private Wealth Partners LLC16,087$1,729 12/31/2023
     TIP16,087$1,729 12/31/2023
Brighton Jones LLC16,067$1,727 12/31/2023
     TIP16,067$1,727 12/31/2023
Apexium Financial LP15,966$1,716 12/31/2023
     TIP15,966$1,716 12/31/2023
Integrated Advisors Network LLC15,834$1,702 12/31/2023
     TIP15,834$1,702 12/31/2023
Park Place Capital Corp15,789$1,697 12/31/2023
     TIP15,789$1,697 12/31/2023
Summit Financial LLC15,770$1,695 12/31/2023
     TIP15,770$1,695 12/31/2023
Fund Evaluation Group LLC15,718$1,690 12/31/2023
     TIP15,718$1,690 12/31/2023
Atomi Financial Group Inc.15,631$1,680 12/31/2023
     TIP15,631$1,680 12/31/2023
FOCUS Wealth Advisors LLC15,444$1,660 12/31/2023
     TIP15,444$1,660 12/31/2023
Csenge Advisory Group15,434$1,659 12/31/2023
     TIP15,434$1,659 12/31/2023
Retirement Capital Strategies15,396$1,655 12/31/2023
     TIP15,396$1,655 12/31/2023
Stratos Wealth Partners LTD.15,307$1,645 12/31/2023
     TIP15,307$1,645 12/31/2023
Cullen Frost Bankers Inc.15,101$1,623 12/31/2023
     TIP15,101$1,623 12/31/2023
Kovack Advisors Inc.15,088$1,622 12/31/2023
     TIP15,088$1,622 12/31/2023
FFG Retirement Advisors LLC15,075$1,620 12/31/2023
     TIP15,075$1,620 12/31/2023
Buttonwood Financial Group LLC14,879$1,599 12/31/2023
     TIP14,879$1,599 12/31/2023
CPA Asset Management LLC14,692$1,579 12/31/2023
     TIP14,692$1,579 12/31/2023
AdvisorNet Financial Inc14,628$1,572 12/31/2023
     TIP14,628$1,572 12/31/2023
Advisory Alpha LLC14,559$1,565 12/31/2023
     TIP14,559$1,565 12/31/2023
Willow Creek Wealth Management Inc.14,952$1,551 09/30/2023
     TIP14,952$1,551 09/30/2023
American Financial Advisors LLC14,239$1,531 12/31/2023
     TIP14,239$1,531 12/31/2023
FineMark National Bank & Trust13,995$1,504 12/31/2023
     TIP13,995$1,504 12/31/2023
Courier Capital LLC13,931$1,497 12/31/2023
     TIP13,931$1,497 12/31/2023
Wealthcare Advisory Partners LLC13,907$1,495 12/31/2023
     TIP13,907$1,495 12/31/2023
Northern Trust Corp13,863$1,490 12/31/2023
     TIP13,863$1,490 12/31/2023
Renasant Bank13,866$1,490 12/31/2023
     TIP13,866$1,490 12/31/2023
Dorsey & Whitney Trust CO LLC13,854$1,489 12/31/2023
     TIP13,854$1,489 12/31/2023
Shepherd Financial Partners LLC13,798$1,483 12/31/2023
     TIP13,798$1,483 12/31/2023
Grey Fox Wealth Advisors LLC13,769$1,480 12/31/2023
     TIP13,769$1,480 12/31/2023
Principal Financial Group Inc.13,460$1,447 12/31/2023
     TIP13,460$1,447 12/31/2023
Keystone Financial Services13,464$1,447 12/31/2023
     TIP13,464$1,447 12/31/2023
Strategic Blueprint LLC13,427$1,443 12/31/2023
     TIP13,427$1,443 12/31/2023
Congress Wealth Management LLC DE 13,346$1,435 12/31/2023
     TIP13,346$1,435 12/31/2023
Synovus Financial Corp13,335$1,433 12/31/2023
     TIP13,335$1,433 12/31/2023
Patton Albertson Miller Group LLC13,207$1,420 12/31/2023
     TIP13,207$1,420 12/31/2023
TNF LLC13,192$1,414 12/31/2023
     TIP13,192$1,414 12/31/2023
Pettinga Financial Advisors LLC13,116$1,410 12/31/2023
     TIP13,116$1,410 12/31/2023
Vontobel Holding Ltd.13,051$1,403 12/31/2023
     TIP13,051$1,403 12/31/2023
Global Retirement Partners LLC13,058$1,400 12/31/2023
     TIP13,058$1,400 12/31/2023
Sovereign Financial Group Inc.12,971$1,394 12/31/2023
     TIP12,971$1,394 12/31/2023
Financial Engines Advisors L.L.C.12,876$1,384 12/31/2023
     TIP12,876$1,384 12/31/2023
Patriot Investment Management Inc.12,807$1,377 12/31/2023
     TIP12,807$1,377 12/31/2023
City Holding Co.12,737$1,369 12/31/2023
     TIP12,737$1,369 12/31/2023
Coppell Advisory Solutions LLC12,698$1,365 12/31/2023
     TIP12,698$1,365 12/31/2023
Creative Capital Management Investments LLC12,658$1,361 12/31/2023
     TIP12,658$1,361 12/31/2023
OLD National Bancorp IN12,607$1,355 12/31/2023
     TIP12,607$1,355 12/31/2023
CMG Global Holdings LLC12,714$1,351 12/31/2023
     TIP12,714$1,351 12/31/2023
Forthright Family Wealth Advisory LLC12,510$1,345 12/31/2023
     TIP12,510$1,345 12/31/2023
Prosperity Planning Inc.12,495$1,343 12/31/2023
     TIP12,495$1,343 12/31/2023
Alliance Wealth Advisors LLC UT12,343$1,327 12/31/2023
     TIP12,343$1,327 12/31/2023
BOS Asset Management LLC12,340$1,326 12/31/2023
     TIP12,340$1,326 12/31/2023
Sawtooth Solutions LLC12,165$1,308 12/31/2023
     TIP12,165$1,308 12/31/2023
J.W. Cole Advisors Inc.12,147$1,306 12/31/2023
     TIP12,147$1,306 12/31/2023
Schwallier Wealth Management LLC12,090$1,301 12/31/2023
     TIP12,090$1,301 12/31/2023
Cedar Brook Financial Partners LLC12,071$1,296 12/31/2023
     TIP12,071$1,296 12/31/2023
Norway Savings Bank11,995$1,289 12/31/2023
     TIP11,995$1,289 12/31/2023
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors11,975$1,287 12/31/2023
     TIP11,975$1,287 12/31/2023
IPG Investment Advisors LLC11,959$1,285 12/31/2023
     TIP11,959$1,285 12/31/2023
Glass Jacobson Investment Advisors llc11,951$1,285 12/31/2023
     TIP11,951$1,285 12/31/2023
Ellenbecker Investment Group11,950$1,284 12/31/2023
     TIP11,950$1,284 12/31/2023
Arcataur Capital Management LLC11,909$1,280 12/31/2023
     TIP11,909$1,280 12/31/2023
WealthSpring Partners LLC12,254$1,271 09/30/2023
     TIP12,254$1,271 09/30/2023
Nikulski Financial Inc.11,795$1,268 12/31/2023
     TIP11,795$1,268 12/31/2023
Cliftonlarsonallen Wealth Advisors LLC11,631$1,250 12/31/2023
     TIP11,631$1,250 12/31/2023
Topel & Distasi Wealth Management LLC11,617$1,249 12/31/2023
     TIP11,617$1,249 12/31/2023
Safeguard Investment Advisory Group LLC11,612$1,248 12/31/2023
     TIP11,612$1,248 12/31/2023
Cordant Inc.11,556$1,242 12/31/2023
     TIP11,556$1,242 12/31/2023
Tilia Fiduciary Partners Inc.11,490$1,235 12/31/2023
     TIP11,490$1,235 12/31/2023
Sepio Capital LP11,410$1,226 12/31/2023
     TIP11,410$1,226 12/31/2023
Guidance Capital Inc.11,319$1,215 12/31/2023
     TIP11,319$1,215 12/31/2023
Sykon Capital LLC11,280$1,212 12/31/2023
     TIP11,280$1,212 12/31/2023
Proequities Inc.11,219$1,206 12/31/2023
     TIP11,219$1,206 12/31/2023
Stone Point Wealth LLC11,196$1,203 12/31/2023
     TIP11,196$1,203 12/31/2023
RSM US Wealth Management LLC11,171$1,201 12/31/2023
     TIP11,171$1,201 12/31/2023
180 Wealth Advisors LLC11,183$1,200 12/31/2023
     TIP11,183$1,200 12/31/2023
Buckingham Strategic Partners11,153$1,199 12/31/2023
     TIP11,153$1,199 12/31/2023
Sowell Financial Services LLC11,128$1,196 12/31/2023
     TIP11,128$1,196 12/31/2023
Kestra Private Wealth Services LLC11,117$1,195 12/31/2023
     TIP11,117$1,195 12/31/2023
Windsor Capital Management LLC11,080$1,191 12/31/2023
     TIP11,080$1,191 12/31/2023
Savant Capital LLC11,074$1,190 12/31/2023
     TIP11,074$1,190 12/31/2023
Red Wave Investments LLC11,064$1,189 12/31/2023
     TIP11,064$1,189 12/31/2023
Busey Wealth Management11,004$1,183 12/31/2023
     TIP11,004$1,183 12/31/2023
Peregrine Asset Advisers Inc.10,966$1,179 12/31/2023
     TIP10,966$1,179 12/31/2023
Gryphon Financial Partners LLC10,900$1,172 12/31/2023
     TIP10,900$1,172 12/31/2023
IVC Wealth Advisors LLC10,878$1,169 12/31/2023
     TIP10,878$1,169 12/31/2023
Corepath Wealth Partners LLC10,920$1,166 12/31/2023
     TIP10,920$1,166 12/31/2023
O ROURKE & COMPANY Inc10,772$1,158 12/31/2023
     TIP10,772$1,158 12/31/2023
Simon Quick Advisors LLC10,764$1,157 12/31/2023
     TIP10,764$1,157 12/31/2023
LifeGuide Financial Advisors LLC10,718$1,152 12/31/2023
     TIP10,718$1,152 12/31/2023
Farther Finance Advisors LLC10,652$1,145 12/31/2023
     TIP10,652$1,145 12/31/2023
Biondo Investment Advisors LLC10,560$1,135 12/31/2023
     TIP10,560$1,135 12/31/2023
Benjamin F. Edwards & Company Inc.10,528$1,132 12/31/2023
     TIP10,528$1,132 12/31/2023
Parker Financial LLC10,335$1,111 12/31/2023
     TIP10,335$1,111 12/31/2023
Atwater Malick LLC10,288$1,106 12/31/2023
     TIP10,288$1,106 12/31/2023
First Hawaiian Bank10,153$1,091 12/31/2023
     TIP10,153$1,091 12/31/2023
West Wealth Group LLC9,916$1,066 12/31/2023
     TIP9,916$1,066 12/31/2023
Ameritas Advisory Services LLC9,947$1,062 12/31/2023
     TIP9,947$1,062 12/31/2023
Latitude Advisors LLC9,737$1,047 12/31/2023
     TIP9,737$1,047 12/31/2023
High Falls Advisors Inc9,708$1,043 12/31/2023
     TIP9,708$1,043 12/31/2023
Tyche Wealth Partners LLC9,616$1,034 12/31/2023
     TIP9,616$1,034 12/31/2023
Pinnacle Associates Ltd.9,506$1,022 12/31/2023
     TIP9,506$1,022 12/31/2023
Colony Group LLC9,837$1,020 09/30/2023
     TIP9,837$1,020 09/30/2023
Shayne & CO. LLC9,440$1,015 12/31/2023
     TIP9,440$1,015 12/31/2023
Icon Wealth Advisors LLC9,349$1,005 12/31/2023
     TIP9,349$1,005 12/31/2023
Palisade Asset Management LLC9,337$1,004 12/31/2023
     TIP9,337$1,004 12/31/2023
IHT Wealth Management LLC9,345$1,004 12/31/2023
     TIP9,345$1,004 12/31/2023
Pathstone Holdings LLC9,197$989 12/31/2023
     TIP9,197$989 12/31/2023
AWM Capital LLC9,118$980 12/31/2023
     TIP9,118$980 12/31/2023
JNB Advisors LLC9,050$973 12/31/2023
     TIP9,050$973 12/31/2023
Cresset Asset Management LLC9,039$972 12/31/2023
     TIP9,039$972 12/31/2023
PAX Financial Group LLC9,050$964 12/31/2023
     TIP9,050$964 12/31/2023
Bigelow Investment Advisors LLC8,925$959 12/31/2023
     TIP8,925$959 12/31/2023
Scotia Capital Inc.8,897$956 12/31/2023
     TIP8,897$956 12/31/2023
Aviance Capital Partners LLC8,888$955 12/31/2023
     TIP8,888$955 12/31/2023
Liberty Wealth Management LLC8,874$954 12/31/2023
     TIP8,874$954 12/31/2023
Centered Wealth LLC dba Miller Equity Capital Advisors8,875$954 12/31/2023
     TIP8,875$954 12/31/2023
Madden Advisory Services Inc.8,857$952 12/31/2023
     TIP8,857$952 12/31/2023
Michael B. Yongue8,856$952 12/31/2023
     TIP8,856$952 12/31/2023
Summit Trail Advisors LLC8,779$944 12/31/2023
     TIP8,779$944 12/31/2023
Chapin Davis Inc.8,674$932 12/31/2023
     TIP8,674$932 12/31/2023
Keel Point LLC8,642$929 12/31/2023
     TIP8,642$929 12/31/2023
Chemistry Wealth Management LLC8,612$926 12/31/2023
     TIP8,612$926 12/31/2023
Apeiron RIA LLC8,579$922 12/31/2023
     TIP8,579$922 12/31/2023
Seldon Capital LP8,515$915 12/31/2023
     TIP8,515$915 12/31/2023
Cardiff Park Advisors LLC8,499$914 12/31/2023
     TIP8,499$914 12/31/2023
Alpha Cubed Investments LLC8,484$912 12/31/2023
     TIP8,484$912 12/31/2023
Sharkey Howes & Javer8,488$912 12/31/2023
     TIP8,488$912 12/31/2023
Gill Capital Partners LLC8,459$909 12/31/2023
     TIP8,459$909 12/31/2023
Upper Left Wealth Management LLC8,431$906 12/31/2023
     TIP8,431$906 12/31/2023
Pathstone Family Office LLC8,713$904 09/30/2023
     TIP8,713$904 09/30/2023
Florin Court Capital LLP8,400$903 12/31/2023
     TIP8,400$903 12/31/2023
Shared Vision Wealth Group LLC8,390$902 12/31/2023
     TIP8,390$902 12/31/2023
Chesapeake Capital Corp IL8,378$901 12/31/2023
     TIP8,378$901 12/31/2023
Legacy Financial Group LLC8,341$897 12/31/2023
     TIP8,341$897 12/31/2023
Quotient Wealth Partners LLC8,303$892 12/31/2023
     TIP8,303$892 12/31/2023
SILVER OAK SECURITIES Inc8,197$881 12/31/2023
     TIP8,197$881 12/31/2023
Tiemann Investment Advisors LLC8,200$881 12/31/2023
     TIP8,200$881 12/31/2023
Addison Capital Co8,160$877 12/31/2023
     TIP8,160$877 12/31/2023
Baker Tilly Financial LLC8,150$876 12/31/2023
     TIP8,150$876 12/31/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management8,144$875 12/31/2023
     TIP8,144$875 12/31/2023
Planned Solutions Inc.8,137$875 12/31/2023
     TIP8,137$875 12/31/2023
Interactive Financial Advisors8,117$872 12/31/2023
     TIP8,117$872 12/31/2023
Duncker Streett & Co. Inc.8,063$867 12/31/2023
     TIP8,063$867 12/31/2023
SeaCrest Wealth Management LLC8,092$864 12/31/2023
     TIP8,092$864 12/31/2023
Signature Securities Group Corporation8,025$863 12/31/2023
     TIP8,025$863 12/31/2023
Banco BTG Pactual S.A. $861 12/31/2023
     Call8,000$861 12/31/2023
Kingfisher Capital LLC7,996$859 12/31/2023
     TIP7,996$859 12/31/2023
Grandview Asset Management LLC7,972$857 12/31/2023
     TIP7,972$857 12/31/2023
Actinver Wealth Management Inc.7,948$854 12/31/2023
     TIP7,948$854 12/31/2023
Silverlake Wealth Management LLC7,863$845 12/31/2023
     TIP7,863$845 12/31/2023
Charter Trust Co.7,840$843 12/31/2023
     TIP7,840$843 12/31/2023
ProVise Management Group LLC7,795$838 12/31/2023
     TIP7,795$838 12/31/2023
Trust Co. of Vermont7,707$828 12/31/2023
     TIP7,707$828 12/31/2023
TRUE Private Wealth Advisors7,696$827 12/31/2023
     TIP7,696$827 12/31/2023
Napa Wealth Management7,686$826 12/31/2023
     TIP7,686$826 12/31/2023
Castleview Partners LLC7,674$825 12/31/2023
     TIP7,674$825 12/31/2023
Private Harbour Investment Management & Counsel LLC7,625$820 12/31/2023
     TIP7,625$820 12/31/2023
Fagan Associates Inc.7,603$817 12/31/2023
     TIP7,603$817 12/31/2023
Bay Harbor Wealth Management LLC7,483$804 12/31/2023
     TIP7,483$804 12/31/2023
Fisher Asset Management LLC7,346$790 12/31/2023
     TIP7,346$790 12/31/2023
Bath Savings Trust Co7,345$790 12/31/2023
     TIP7,345$790 12/31/2023
Flagship Harbor Advisors LLC7,230$777 12/31/2023
     TIP7,230$777 12/31/2023
WealthShield Partners LLC7,221$776 12/31/2023
     TIP7,221$776 12/31/2023
Kingswood Wealth Advisors LLC7,215$776 12/31/2023
     TIP7,215$776 12/31/2023
Beacon Financial Group7,187$773 12/31/2023
     TIP7,187$773 12/31/2023
First National Corp MA ADV7,139$767 12/31/2023
     TIP7,139$767 12/31/2023
SageView Advisory Group LLC7,141$765 12/31/2023
     TIP7,141$765 12/31/2023
Atlas Brown Inc.7,050$758 12/31/2023
     TIP7,050$758 12/31/2023
Banque Pictet & Cie SA7,050$758 12/31/2023
     TIP7,050$758 12/31/2023
Cornerstone Wealth Management LLC7,024$755 12/31/2023
     TIP7,024$755 12/31/2023
RPg Family Wealth Advisory LLC6,993$752 12/31/2023
     TIP6,993$752 12/31/2023
Stephens Inc. AR6,975$750 12/31/2023
     TIP6,975$750 12/31/2023
SilverOak Wealth Management LLC6,944$746 12/31/2023
     TIP6,944$746 12/31/2023
DAVENPORT & Co LLC6,912$743 12/31/2023
     TIP6,912$743 12/31/2023
RVW Wealth LLC6,905$742 12/31/2023
     TIP6,905$742 12/31/2023
Invst LLC6,936$741 12/31/2023
     TIP6,936$741 12/31/2023
True Vision MN LLC6,867$738 12/31/2023
     TIP6,867$738 12/31/2023
Simplicity Wealth LLC6,843$736 12/31/2023
     TIP6,843$736 12/31/2023
McAdam LLC6,814$732 12/31/2023
     TIP6,814$732 12/31/2023
Van Strum & Towne Inc.6,755$726 12/31/2023
     TIP6,755$726 12/31/2023
Lpwm LLC6,754$721 12/31/2023
     TIP6,754$721 12/31/2023
Mathes Company Inc.6,700$720 12/31/2023
     TIP6,700$720 12/31/2023
Gladstone Institutional Advisory LLC6,687$719 12/31/2023
     TIP6,687$719 12/31/2023
Old Port Advisors6,901$716 09/30/2023
     TIP6,901$716 09/30/2023
Wintrust Investments LLC6,641$714 12/31/2023
     TIP6,641$714 12/31/2023
FinTrust Capital Advisors LLC6,622$712 12/31/2023
     TIP6,622$712 12/31/2023
Stratos Wealth Advisors LLC6,610$711 12/31/2023
     TIP6,610$711 12/31/2023
Sonata Capital Group Inc.6,600$709 12/31/2023
     TIP6,600$709 12/31/2023
Parkside Financial Bank & Trust6,566$706 12/31/2023
     TIP6,566$706 12/31/2023
IFP Advisors Inc6,551$704 12/31/2023
     TIP6,551$704 12/31/2023
Marshall Financial Group Inc. ADV6,529$702 12/31/2023
     TIP6,529$702 12/31/2023
Ameritas Investment Partners Inc.6,528$702 12/31/2023
     TIP6,528$702 12/31/2023
Pensionmark Financial Group LLC6,527$702 12/31/2023
     TIP6,527$702 12/31/2023
WealthTrust Axiom LLC6,500$699 12/31/2023
     TIP6,500$699 12/31/2023
Apollon Wealth Management LLC6,467$695 12/31/2023
     TIP6,467$695 12/31/2023
Ameraudi Asset Management Inc.6,441$692 12/31/2023
     TIP6,441$692 12/31/2023
Ironwood Investment Counsel LLC6,404$688 12/31/2023
     TIP6,404$688 12/31/2023
Dfpg Investments LLC6,388$687 12/31/2023
     TIP6,388$687 12/31/2023
Gibson Capital LLC6,364$684 12/31/2023
     TIP6,364$684 12/31/2023
Peninsula Wealth LLC6,339$681 12/31/2023
     TIP6,339$681 12/31/2023
Apella Capital LLC6,364$681 12/31/2023
     TIP6,364$681 12/31/2023
First American Trust FSB6,240$671 12/31/2023
     TIP6,240$671 12/31/2023
Coastal Investment Advisors Inc.6,240$671 12/31/2023
     TIP6,240$671 12/31/2023
Merit Financial Group LLC6,191$665 12/31/2023
     TIP6,191$665 12/31/2023
Gould Asset Management LLC CA6,162$662 12/31/2023
     TIP6,162$662 12/31/2023
WealthBridge Capital Management LLC6,155$662 12/31/2023
     TIP6,155$662 12/31/2023
Creative Financial Designs Inc. ADV6,101$656 12/31/2023
     TIP6,101$656 12/31/2023
Parsons Capital Management Inc. RI6,101$656 12/31/2023
     TIP6,101$656 12/31/2023
IFG Advisory LLC6,057$651 12/31/2023
     TIP6,057$651 12/31/2023
Mine & Arao Wealth Creation & Management LLC.6,029$648 12/31/2023
     TIP6,029$648 12/31/2023
Modern Wealth Management LLC6,030$648 12/31/2023
     TIP6,030$648 12/31/2023
Ambassador Advisors LLC6,050$644 12/31/2023
     TIP6,050$644 12/31/2023
Regions Financial Corp5,948$639 12/31/2023
     TIP5,948$639 12/31/2023
Ancora Advisors LLC5,943$639 12/31/2023
     TIP5,943$639 12/31/2023
Two Sigma Investments LP5,930$637 12/31/2023
     TIP5,930$637 12/31/2023
Wealth Quarterback LLC5,921$636 12/31/2023
     TIP5,921$636 12/31/2023
Fort Washington Investment Advisors Inc. OH5,905$635 12/31/2023
     TIP5,905$635 12/31/2023
Summitry LLC5,892$633 12/31/2023
     TIP5,892$633 12/31/2023
Coastline Trust Co5,842$628 12/31/2023
     TIP5,842$628 12/31/2023
Cutter & CO Brokerage Inc.5,794$623 12/31/2023
     TIP5,794$623 12/31/2023
Moors & Cabot Inc.5,767$620 12/31/2023
     TIP5,767$620 12/31/2023
LexAurum Advisors LLC5,771$620 12/31/2023
     TIP5,771$620 12/31/2023
Flaharty Asset Management LLC5,691$612 12/31/2023
     TIP5,691$612 12/31/2023
Journey Advisory Group LLC5,662$609 12/31/2023
     TIP5,662$609 12/31/2023
Mosley Wealth Management5,647$607 12/31/2023
     TIP5,647$607 12/31/2023
Cubic Asset Management LLC5,592$601 12/31/2023
     TIP5,592$601 12/31/2023
Regal Investment Advisors LLC5,592$601 12/31/2023
     TIP5,592$601 12/31/2023
Garner Asset Management Corp5,643$601 12/31/2023
     TIP5,643$601 12/31/2023
FirstPurpose Wealth LLC5,798$601 09/30/2023
     TIP5,798$601 09/30/2023
Consolidated Portfolio Review Corp5,578$600 12/31/2023
     TIP5,578$600 12/31/2023
Oxford Financial Group Ltd.5,563$598 12/31/2023
     TIP5,563$598 12/31/2023
JB Capital LLC5,523$594 12/31/2023
     TIP5,523$594 12/31/2023
Rosenblum Silverman Sutton S F Inc. CA5,510$592 12/31/2023
     TIP5,510$592 12/31/2023
Derbend Asset Management5,498$591 12/31/2023
     TIP5,498$591 12/31/2023
AllSquare Wealth Management LLC5,479$589 12/31/2023
     TIP5,479$589 12/31/2023
Cambria Investment Management L.P.5,441$585 12/31/2023
     TIP5,441$585 12/31/2023
Colony Group LLC5,421$583 12/31/2023
     TIP5,421$583 12/31/2023
NBC Securities Inc.5,399$580 12/31/2023
     TIP5,399$580 12/31/2023
EFG Asset Management Americas Corp.5,387$579 12/31/2023
     TIP5,387$579 12/31/2023
FC Advisory LLC5,369$577 12/31/2023
     TIP5,369$577 12/31/2023
Centurion Wealth Management LLC5,371$577 12/31/2023
     TIP5,371$577 12/31/2023
My Legacy Advisors LLC5,349$574 12/31/2023
     TIP5,349$574 12/31/2023
AAFMAA Wealth Management & Trust LLC5,309$571 12/31/2023
     TIP5,309$571 12/31/2023
Cape Cod Five Cents Savings Bank5,300$570 12/31/2023
     TIP5,300$570 12/31/2023
Clear Investment Research LLC5,302$570 12/31/2023
     TIP5,302$570 12/31/2023
Hardy Reed LLC5,301$570 12/31/2023
     TIP5,301$570 12/31/2023
J. W. Coons Advisors LLC5,295$569 12/31/2023
     TIP5,295$569 12/31/2023
Level Four Advisory Services LLC5,266$566 12/31/2023
     TIP5,266$566 12/31/2023
Transcend Wealth Collective LLC5,230$562 12/31/2023
     TIP5,230$562 12/31/2023
Baldwin Investment Management LLC5,200$559 12/31/2023
     TIP5,200$559 12/31/2023
Copperleaf Capital LLC5,194$558 12/31/2023
     TIP5,194$558 12/31/2023
Archvest Wealth Advisors Inc.5,185$557 12/31/2023
     TIP5,185$557 12/31/2023
Penobscot Investment Management Company Inc.5,171$556 12/31/2023
     TIP5,171$556 12/31/2023
Patriot Financial Group Insurance Agency LLC5,171$556 12/31/2023
     TIP5,171$556 12/31/2023
WFA of San Diego LLC5,316$551 09/30/2023
     TIP5,316$551 09/30/2023
Alhambra Investment Partners LLC5,119$550 12/31/2023
     TIP5,119$550 12/31/2023
Oder Investment Management LLC5,107$549 12/31/2023
     TIP5,107$549 12/31/2023
American Trust5,117$549 12/31/2023
     TIP5,117$549 12/31/2023
International Assets Investment Management LLC5,099$548 12/31/2023
     TIP5,099$548 12/31/2023
Elm Partners Management LLC5,068$545 12/31/2023
     TIP5,068$545 12/31/2023
Wall Street Access Asset Management LLC5,000$537 12/31/2023
     TIP5,000$537 12/31/2023
Signet Financial Management LLC4,927$530 12/31/2023
     TIP4,927$530 12/31/2023
RS Crum Inc.4,898$527 12/31/2023
     TIP4,898$527 12/31/2023
Pekin Hardy Strauss Inc.4,898$526 12/31/2023
     TIP4,898$526 12/31/2023
Day & Ennis LLC4,895$526 12/31/2023
     TIP4,895$526 12/31/2023
Headinvest LLC4,784$514 12/31/2023
     TIP4,784$514 12/31/2023
Pinnacle Financial Group LLC IL4,769$513 12/31/2023
     TIP4,769$513 12/31/2023
Mission Creek Capital Partners Inc.4,761$512 12/31/2023
     TIP4,761$512 12/31/2023
Financial Network Wealth Advisors LLC4,750$511 12/31/2023
     TIP4,750$511 12/31/2023
SMH Capital Advisors Inc.4,744$510 12/31/2023
     TIP4,744$510 12/31/2023
Angeles Wealth Management LLC4,743$510 12/31/2023
     TIP4,743$510 12/31/2023
Ballentine Partners LLC4,736$509 12/31/2023
     TIP4,736$509 12/31/2023
Divergent Wealth Advisors LLC4,732$509 12/31/2023
     TIP4,732$509 12/31/2023
HB Wealth Management LLC4,723$508 12/31/2023
     TIP4,723$508 12/31/2023
Chesley Taft & Associates LLC4,721$507 12/31/2023
     TIP4,721$507 12/31/2023
RDA Financial Network4,718$507 12/31/2023
     TIP4,718$507 12/31/2023
PFG Advisors4,685$504 12/31/2023
     TIP4,685$504 12/31/2023
Spectrum Wealth Counsel LLC4,649$500 12/31/2023
     TIP4,649$500 12/31/2023
Carnegie Capital Asset Management LLC4,634$498 12/31/2023
     TIP4,634$498 12/31/2023
Ieq Capital LLC4,611$496 12/31/2023
     TIP4,611$496 12/31/2023
Walker Asset Management LLC4,601$495 12/31/2023
     TIP4,601$495 12/31/2023
Park Edge Advisors LLC4,588$493 12/31/2023
     TIP4,588$493 12/31/2023
Wambolt & Associates LLC4,574$492 12/31/2023
     TIP4,574$492 12/31/2023
America First Investment Advisors LLC4,564$491 12/31/2023
     TIP4,564$491 12/31/2023
Hanson & Doremus Investment Management4,564$491 12/31/2023
     TIP4,564$491 12/31/2023
Western Wealth Management LLC4,539$488 12/31/2023
     TIP4,539$488 12/31/2023
HCR Wealth Advisors4,533$487 12/31/2023
     TIP4,533$487 12/31/2023
Capital Investment Advisory Services LLC4,455$479 12/31/2023
     TIP4,455$479 12/31/2023
S.A. Mason LLC4,447$478 12/31/2023
     TIP4,447$478 12/31/2023
Bridgeworth LLC4,440$477 12/31/2023
     TIP4,440$477 12/31/2023
W.H. Cornerstone Investments Inc.4,420$475 12/31/2023
     TIP4,420$475 12/31/2023
Fiera Capital Corp4,376$470 12/31/2023
     TIP4,376$470 12/31/2023
Syntax Research Inc.4,365$469 12/31/2023
     TIP4,365$469 12/31/2023
Bay Colony Advisory Group Inc d b a Bay Colony Advisors4,354$468 12/31/2023
     TIP4,354$468 12/31/2023
Auour Investments LLC4,386$468 12/31/2023
     TIP4,386$468 12/31/2023
Houlihan Financial Resource Group Ltd.4,332$466 12/31/2023
     TIP4,332$466 12/31/2023
NorthLanding Financial Partners LLC4,314$464 12/31/2023
     TIP4,314$464 12/31/2023
Jeppson Wealth Management LLC4,290$461 12/31/2023
     TIP4,290$461 12/31/2023
N.E.W. Advisory Services LLC4,266$459 12/31/2023
     TIP4,266$459 12/31/2023
4Thought Financial Group Inc.4,267$459 12/31/2023
     TIP4,267$459 12/31/2023
Meridian Wealth Management LLC4,229$455 12/31/2023
     TIP4,229$455 12/31/2023
Valmark Advisers Inc.4,189$450 12/31/2023
     TIP4,189$450 12/31/2023
King Wealth4,152$446 12/31/2023
     TIP4,152$446 12/31/2023
Private Trust Co. NA4,135$444 12/31/2023
     TIP4,135$444 12/31/2023
TBH Global Asset Management LLC4,126$444 12/31/2023
     TIP4,126$444 12/31/2023
CIBC Private Wealth Group LLC4,125$443 12/31/2023
     TIP4,125$443 12/31/2023
Chicago Partners Investment Group LLC4,165$443 12/31/2023
     TIP4,165$443 12/31/2023
W.G. Shaheen & Associates DBA Whitney & Co4,103$441 12/31/2023
     TIP4,103$441 12/31/2023
Venture Visionary Partners LLC4,107$441 12/31/2023
     TIP4,107$441 12/31/2023
Inscription Capital LLC4,090$440 12/31/2023
     TIP4,090$440 12/31/2023
Sontag Advisory LLC4,061$437 12/31/2023
     TIP4,061$437 12/31/2023
Mattern Wealth Management LLC4,050$435 12/31/2023
     TIP4,050$435 12/31/2023
Glenview Trust Co4,030$433 12/31/2023
     TIP4,030$433 12/31/2023
Wilbanks Smith & Thomas Asset Management LLC4,019$432 12/31/2023
     TIP4,019$432 12/31/2023
Signal Advisors Wealth LLC4,018$432 12/31/2023
     TIP4,018$432 12/31/2023
Financial Counselors Inc.4,008$431 12/31/2023
     TIP4,008$431 12/31/2023
Market Street Wealth Management Advisors LLC4,007$431 12/31/2023
     TIP4,007$431 12/31/2023
Country Club Bank GFN3,982$429 12/31/2023
     TIP3,982$429 12/31/2023
Kickstand Ventures LLC.3,984$428 12/31/2023
     TIP3,984$428 12/31/2023
Brown Advisory Inc.3,964$426 12/31/2023
     TIP3,964$426 12/31/2023
Evexia Wealth LLC3,986$426 12/31/2023
     TIP3,986$426 12/31/2023
Morningstar Investment Services LLC3,953$425 12/31/2023
     TIP3,953$425 12/31/2023
J. L. Bainbridge & Co. Inc.3,951$425 12/31/2023
     TIP3,951$425 12/31/2023
WealthPLAN Partners LLC3,931$423 12/31/2023
     TIP3,931$423 12/31/2023
Invesco Ltd.3,925$422 12/31/2023
     TIP3,925$422 12/31/2023
Accel Wealth Management3,919$421 12/31/2023
     TIP3,919$421 12/31/2023
Pinnacle Financial Partners Inc.3,887$418 12/31/2023
     TIP3,887$418 12/31/2023
Rehmann Capital Advisory Group3,838$413 12/31/2023
     TIP3,838$413 12/31/2023
Belpointe Asset Management LLC3,794$408 12/31/2023
     TIP3,794$408 12/31/2023
Moneta Group Investment Advisors LLC3,791$407 12/31/2023
     TIP3,791$407 12/31/2023
Foundry Financial Group Inc.3,757$404 12/31/2023
     TIP3,757$404 12/31/2023
Prudent Man Advisors LLC3,732$401 12/31/2023
     TIP3,732$401 12/31/2023
Octavia Wealth Advisors LLC3,722$400 12/31/2023
     TIP3,722$400 12/31/2023
Maripau Wealth Management LLC3,722$400 12/31/2023
     TIP3,722$400 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC3,713$399 12/31/2023
     TIP3,713$399 12/31/2023
Coldstream Capital Management Inc.3,682$396 12/31/2023
     TIP3,682$396 12/31/2023
Aveo Capital Partners LLC3,684$396 12/31/2023
     TIP3,684$396 12/31/2023
Certus Wealth Management LLC3,685$396 12/31/2023
     TIP3,685$396 12/31/2023
First United Bank Trust3,676$395 12/31/2023
     TIP3,676$395 12/31/2023
Mainstay Capital Management LLC ADV3,667$394 12/31/2023
     TIP3,667$394 12/31/2023
Evanson Asset Management LLC3,648$392 12/31/2023
     TIP3,648$392 12/31/2023
Prentiss Smith & Co. Inc.3,635$391 12/31/2023
     TIP3,635$391 12/31/2023
Fortitude Advisory Group L.L.C.3,618$389 12/31/2023
     TIP3,618$389 12/31/2023
Family Investment Center Inc.3,586$385 12/31/2023
     TIP3,586$385 12/31/2023
Bank of Nova Scotia3,561$383 12/31/2023
     TIP3,561$383 12/31/2023
Greenleaf Trust3,513$378 12/31/2023
     TIP3,513$378 12/31/2023
Charter Oak Capital Management LLC3,478$374 12/31/2023
     TIP3,478$374 12/31/2023
GHE LLC3,472$373 12/31/2023
     TIP3,472$373 12/31/2023
Clarity Financial LLC3,461$372 12/31/2023
     TIP3,461$372 12/31/2023
Wellington Shields & Co. LLC3,454$371 12/31/2023
     TIP3,454$371 12/31/2023
Moulton Wealth Management Inc.3,447$369 12/31/2023
     TIP3,447$369 12/31/2023
Burns J W & Co. Inc. NY3,401$366 12/31/2023
     TIP3,401$366 12/31/2023
Mather Group LLC.3,393$365 12/31/2023
     TIP3,393$365 12/31/2023
LVW Advisors LLC3,393$365 12/31/2023
     TIP3,393$365 12/31/2023
PCA Investment Advisory Services Inc.3,386$364 12/31/2023
     TIP3,386$364 12/31/2023
Klingman & Associates LLC3,366$362 12/31/2023
     TIP3,366$362 12/31/2023
Capital Wealth Alliance LLC3,348$360 12/31/2023
     TIP3,348$360 12/31/2023
Tranquilli Financial Advisor LLC3,336$359 12/31/2023
     TIP3,336$359 12/31/2023
Keystone Financial Group3,304$355 12/31/2023
     TIP3,304$355 12/31/2023
Maia Wealth LLC3,296$354 12/31/2023
     TIP3,296$354 12/31/2023
Total Investment Management Inc.3,284$353 12/31/2023
     TIP3,284$353 12/31/2023
Waterloo Capital L.P.3,279$352 12/31/2023
     TIP3,279$352 12/31/2023
Cypress Wealth Services LLC3,259$350 12/31/2023
     TIP3,259$350 12/31/2023
Walkner Condon Financial Advisors LLC3,252$350 12/31/2023
     TIP3,252$350 12/31/2023
MGO Private Wealth LLC3,250$349 12/31/2023
     TIP3,250$349 12/31/2023
Integrity Wealth Solutions LLC3,224$347 12/31/2023
     TIP3,224$347 12/31/2023
Red Spruce Capital LLC3,218$346 12/31/2023
     TIP3,218$346 12/31/2023
Janney Capital Management LLC3,199$344 12/31/2023
     TIP3,199$344 12/31/2023
Leavell Investment Management Inc.3,191$343 12/31/2023
     TIP3,191$343 12/31/2023
Citizens & Northern Corp3,180$342 12/31/2023
     TIP3,180$342 12/31/2023
BRYN MAWR TRUST Co3,288$341 09/30/2023
     TIP3,288$341 09/30/2023
Sequoia Financial Advisors LLC3,155$339 12/31/2023
     TIP3,155$339 12/31/2023
Capital Analysts LLC3,151$339 12/31/2023
     TIP3,151$339 12/31/2023
Vise Technologies Inc.3,151$339 12/31/2023
     TIP3,151$339 12/31/2023
FRG Family Wealth Advisors LLC3,145$338 12/31/2023
     TIP3,145$338 12/31/2023
Joseph P. Lucia & Associates LLC3,119$335 12/31/2023
     TIP3,119$335 12/31/2023
Tidemark LLC3,098$333 12/31/2023
     TIP3,098$333 12/31/2023
Napatree Capital LLC3,100$333 12/31/2023
     TIP3,100$333 12/31/2023
VCI Wealth Management LLC3,066$330 12/31/2023
     TIP3,066$330 12/31/2023
Stone House Investment Management LLC3,060$329 12/31/2023
     TIP3,060$329 12/31/2023
Beacon Financial Advisory LLC3,064$329 12/31/2023
     TIP3,064$329 12/31/2023
Summit Financial Strategies Inc.3,056$328 12/31/2023
     TIP3,056$328 12/31/2023
Silvia Mccoll Wealth Management LLC3,055$328 12/31/2023
     TIP3,055$328 12/31/2023
Disciplined Investments LLC3,027$325 12/31/2023
     TIP3,027$325 12/31/2023
Vanguard Group Inc.3,016$324 12/31/2023
     TIP3,016$324 12/31/2023
UMB Bank N A MO3,018$324 12/31/2023
     TIP3,018$324 12/31/2023
Successful Portfolios LLC3,014$324 12/31/2023
     TIP3,014$324 12/31/2023
Redhawk Wealth Advisors Inc.2,995$322 12/31/2023
     TIP2,995$322 12/31/2023
Williams Jones Wealth Management LLC.3,000$322 12/31/2023
     TIP3,000$322 12/31/2023
Good Life Advisors LLC2,983$321 12/31/2023
     TIP2,983$321 12/31/2023
Virtue Capital Management LLC3,004$321 12/31/2023
     TIP3,004$321 12/31/2023
Investment Advisory Group LLC2,986$321 12/31/2023
     TIP2,986$321 12/31/2023
Sweeney & Michel LLC3,058$319 09/30/2023
     TIP3,058$319 09/30/2023
Laidlaw Wealth Management LLC2,929$315 12/31/2023
     TIP2,929$315 12/31/2023
Continuum Advisory LLC2,919$314 12/31/2023
     TIP2,919$314 12/31/2023
SPC Financial Inc.2,886$310 12/31/2023
     TIP2,886$310 12/31/2023
DiMeo Schneider & Associates L.L.C.2,887$310 12/31/2023
     TIP2,887$310 12/31/2023
Vawter Financial Ltd.2,887$310 12/31/2023
     TIP2,887$310 12/31/2023
MKT Advisors LLC2,893$309 12/31/2023
     TIP2,893$309 12/31/2023
Excalibur Management Corp2,869$308 12/31/2023
     TIP2,869$308 12/31/2023
Jackson Hole Capital Partners LLC2,852$307 12/31/2023
     TIP2,852$307 12/31/2023
Citizens Financial Group Inc RI2,848$306 12/31/2023
     TIP2,848$306 12/31/2023
Cottonwood Capital Advisors LLC2,842$305 12/31/2023
     TIP2,842$305 12/31/2023
Whittier Trust Co. of Nevada Inc.2,820$303 12/31/2023
     TIP2,820$303 12/31/2023
Vantage Financial Partners LLC2,815$303 12/31/2023
     TIP2,815$303 12/31/2023
Institute for Wealth Management LLC.2,814$302 12/31/2023
     TIP2,814$302 12/31/2023
Badgley Phelps Wealth Managers LLC2,802$301 12/31/2023
     TIP2,802$301 12/31/2023
Stonegate Investment Group LLC2,801$301 12/31/2023
     TIP2,801$301 12/31/2023
9258 Wealth Management LLC2,795$300 12/31/2023
     TIP2,795$300 12/31/2023
Truadvice LLC2,882$299 09/30/2023
     TIP2,882$299 09/30/2023
Stonehage Fleming Financial Services Holdings Ltd2,774$298 12/31/2023
     TIP2,774$298 12/31/2023
Integrated Investment Consultants LLC2,756$296 12/31/2023
     TIP2,756$296 12/31/2023
Altfest L J & Co. Inc.2,732$294 12/31/2023
     TIP2,732$294 12/31/2023
SlateStone Wealth LLC2,738$294 12/31/2023
     TIP2,738$294 12/31/2023
Columbia Advisory Partners LLC2,725$293 12/31/2023
     TIP2,725$293 12/31/2023
Alan B. Lancz & Associates Inc.2,725$293 12/31/2023
     TIP2,725$293 12/31/2023
Paragon Capital Management Ltd2,716$292 12/31/2023
     TIP2,716$292 12/31/2023
Wealth Alliance2,689$289 12/31/2023
     TIP2,689$289 12/31/2023
Rodgers Brothers Inc.2,674$287 12/31/2023
     TIP2,674$287 12/31/2023
Gilliland Jeter Wealth Management LLC2,671$287 12/31/2023
     TIP2,671$287 12/31/2023
Berger Financial Group Inc2,636$283 12/31/2023
     TIP2,636$283 12/31/2023
Wheelhouse Advisory Group LLC2,629$283 12/31/2023
     TIP2,629$283 12/31/2023
Swmg LLC2,614$281 12/31/2023
     TIP2,614$281 12/31/2023
Austin Asset Management Co Inc2,617$281 12/31/2023
     TIP2,617$281 12/31/2023
AlphaMark Advisors LLC2,600$279 12/31/2023
     TIP2,600$279 12/31/2023
Plancorp LLC2,593$279 12/31/2023
     TIP2,593$279 12/31/2023
Abbrea Capital LLC2,585$278 12/31/2023
     TIP2,585$278 12/31/2023
Main Street Financial Solutions LLC2,587$278 12/31/2023
     TIP2,587$278 12/31/2023
Vista Capital Partners Inc.2,574$277 12/31/2023
     TIP2,574$277 12/31/2023
Hilltop Holdings Inc.2,569$276 12/31/2023
     TIP2,569$276 12/31/2023
Cooper Financial Group2,564$276 12/31/2023
     TIP2,564$276 12/31/2023
Baker Avenue Asset Management LP2,559$275 12/31/2023
     TIP2,559$275 12/31/2023
Mission Wealth Management LP2,562$275 12/31/2023
     TIP2,562$275 12/31/2023
Client 1ST Advisory Group LLC2,559$275 12/31/2023
     TIP2,559$275 12/31/2023
Tradition Wealth Management LLC2,548$274 12/31/2023
     TIP2,548$274 12/31/2023
Toroso Investments LLC2,539$273 12/31/2023
     TIP2,539$273 12/31/2023
SG Americas Securities LLC2,523$271 12/31/2023
     TIP2,523$271 12/31/2023
TCTC Holdings LLC2,525$271 12/31/2023
     TIP2,525$271 12/31/2023
Maltin Wealth Management Inc.2,512$270 12/31/2023
     TIP2,512$270 12/31/2023
Clear Creek Financial Management LLC2,518$270 12/31/2023
     TIP2,518$270 12/31/2023
First National Trust Co2,505$269 12/31/2023
     TIP2,505$269 12/31/2023
Fiduciary Alliance LLC2,506$269 12/31/2023
     TIP2,506$269 12/31/2023
Sunburst Financial Group LLC2,489$268 12/31/2023
     TIP2,489$268 12/31/2023
WMG Financial Advisors LLC2,490$268 12/31/2023
     TIP2,490$268 12/31/2023
Bard Associates Inc.2,480$267 12/31/2023
     TIP2,480$267 12/31/2023
Founders Capital Management2,484$267 12/31/2023
     TIP2,484$267 12/31/2023
Argent Trust Co2,477$266 12/31/2023
     TIP2,477$266 12/31/2023
Redwood Investment Management LLC2,453$264 12/31/2023
     TIP2,453$264 12/31/2023
West Paces Advisors Inc.2,456$264 12/31/2023
     TIP2,456$264 12/31/2023
Bleakley Financial Group LLC2,438$262 12/31/2023
     TIP2,438$262 12/31/2023
Telos Capital Management Inc.2,431$261 12/31/2023
     TIP2,431$261 12/31/2023
JMG Financial Group Ltd.2,418$260 12/31/2023
     TIP2,418$260 12/31/2023
Journey Strategic Wealth LLC2,406$259 12/31/2023
     TIP2,406$259 12/31/2023
Bulltick Wealth Management LLC2,412$259 12/31/2023
     TIP2,412$259 12/31/2023
North Star Investment Management Corp.2,378$256 12/31/2023
     TIP2,378$256 12/31/2023
Ritholtz Wealth Management2,386$256 12/31/2023
     TIP2,386$256 12/31/2023
Steigerwald Gordon & Koch Inc.2,381$256 12/31/2023
     TIP2,381$256 12/31/2023
One Charles Private Wealth Services LLC2,363$254 12/31/2023
     TIP2,363$254 12/31/2023
Harbor Investment Advisory LLC2,357$253 12/31/2023
     TIP2,357$253 12/31/2023
Vident Advisory LLC2,358$253 12/31/2023
     TIP2,358$253 12/31/2023
Orcam Financial Group2,342$252 12/31/2023
     TIP2,342$252 12/31/2023
Greenspring Advisors LLC2,346$252 12/31/2023
     TIP2,346$252 12/31/2023
Cary Street Partners Investment Advisory LLC2,333$251 12/31/2023
     TIP2,333$251 12/31/2023
Strategic Point Investment Advisors LLC2,320$249 12/31/2023
     TIP2,320$249 12/31/2023
Aletheian Wealth Advisors LLC2,292$246 12/31/2023
     TIP2,292$246 12/31/2023
Mosaic Family Wealth Partners LLC2,270$244 12/31/2023
     TIP2,270$244 12/31/2023
Householder Group Estate & Retirement Specialist LLC2,269$243 12/31/2023
     TIP2,269$243 12/31/2023
SFE Investment Counsel2,250$242 12/31/2023
     TIP2,250$242 12/31/2023
Destination Wealth Management2,238$241 12/31/2023
     TIP2,238$241 12/31/2023
McKinley Carter Wealth Services Inc.2,242$241 12/31/2023
     TIP2,242$241 12/31/2023
Pinnacle Bank2,238$241 12/31/2023
     TIP2,238$241 12/31/2023
Gradient Capital Advisors LLC2,222$239 12/31/2023
     TIP2,222$239 12/31/2023
Crewe Advisors LLC2,226$239 12/31/2023
     TIP2,226$239 12/31/2023
Tudor Investment Corp Et Al2,211$238 12/31/2023
     TIP2,211$238 12/31/2023
TD Capital Management LLC2,201$237 12/31/2023
     TIP2,201$237 12/31/2023
Ausdal Financial Partners Inc.2,208$237 12/31/2023
     TIP2,208$237 12/31/2023
Fiduciary Trust Co.2,191$236 12/31/2023
     TIP2,191$236 12/31/2023
Riverview Trust Co2,191$236 12/31/2023
     TIP2,191$236 12/31/2023
Prio Wealth Limited Partnership2,178$234 12/31/2023
     TIP2,178$234 12/31/2023
Choate Investment Advisors2,180$234 12/31/2023
     TIP2,180$234 12/31/2023
Summit Global Investments2,154$232 12/31/2023
     TIP2,154$232 12/31/2023
Acorn Wealth Advisors LLC2,154$232 12/31/2023
     TIP2,154$232 12/31/2023
Professional Financial Advisors LLC2,151$232 12/31/2023
     TIP2,151$232 12/31/2023
Davidson Trust Co.2,150$231 12/31/2023
     TIP2,150$231 12/31/2023
Castle Rock Wealth Management LLC2,165$231 12/31/2023
     TIP2,165$231 12/31/2023
Bedel Financial Consulting Inc.2,140$230 12/31/2023
     TIP2,140$230 12/31/2023
Clearview Wealth Advisors LLC2,113$227 12/31/2023
     TIP2,113$227 12/31/2023
Cassady Schiller Wealth Management LLC2,109$227 12/31/2023
     TIP2,109$227 12/31/2023
Indiana Trust & Investment Management CO2,089$225 12/31/2023
     TIP2,089$225 12/31/2023
David Loasby2,097$224 12/31/2023
     TIP2,097$224 12/31/2023
Wallace Advisory Group LLC2,161$224 12/31/2023
     TIP2,161$224 12/31/2023
LaSalle St. Investment Advisors LLC2,089$224 12/31/2023
     TIP2,089$224 12/31/2023
Evercore Wealth Management LLC2,074$223 12/31/2023
     TIP2,074$223 12/31/2023
Nvwm LLC2,073$223 12/31/2023
     TIP2,073$223 12/31/2023
Todd Asset Management LLC2,060$221 12/31/2023
     TIP2,060$221 12/31/2023
Windsor Group LTD2,135$221 09/30/2023
     TIP2,135$221 09/30/2023
Dearborn Partners LLC2,045$220 12/31/2023
     TIP2,045$220 12/31/2023
Bedel Financial Consulting Inc.2,122$220 09/30/2023
     TIP2,122$220 09/30/2023
Wealth Advisory Solutions LLC2,034$219 12/31/2023
     TIP2,034$219 12/31/2023
ARS Wealth Advisors Group LLC2,042$219 12/31/2023
     TIP2,042$219 12/31/2023
Fairfield Bush & CO.2,030$218 12/31/2023
     TIP2,030$218 12/31/2023
Sutton Place Investors LLC2,018$217 12/31/2023
     TIP2,018$217 12/31/2023
Cypress Capital Group2,005$216 12/31/2023
     TIP2,005$216 12/31/2023
Pinnacle Wealth Planning Services Inc.2,008$216 12/31/2023
     TIP2,008$216 12/31/2023
RBA Wealth Management LLC2,013$216 12/31/2023
     TIP2,013$216 12/31/2023
Eagle Global Advisors LLC2,000$215 12/31/2023
     TIP2,000$215 12/31/2023
Spreng Capital Management Inc.1,997$215 12/31/2023
     TIP1,997$215 12/31/2023
Valley Brook Capital Group2,000$215 12/31/2023
     TIP2,000$215 12/31/2023
Lazard Asset Management LLC2,000$214 12/31/2023
     TIP2,000$214 12/31/2023
Principle Wealth Partners LLC1,978$213 12/31/2023
     TIP1,978$213 12/31/2023
Ridgecrest Wealth Partners LLC1,986$213 12/31/2023
     TIP1,986$213 12/31/2023
First Heartland Consultants Inc.1,973$212 12/31/2023
     TIP1,973$212 12/31/2023
Proficio Capital Partners LLC1,970$212 12/31/2023
     TIP1,970$212 12/31/2023
Optimum Investment Advisors1,964$211 12/31/2023
     TIP1,964$211 12/31/2023
Key Bridge Compliance LLC2,015$209 09/30/2023
     TIP2,015$209 09/30/2023
Resource Planning Group1,936$208 12/31/2023
     TIP1,936$208 12/31/2023
Jane Street Group LLC1,936$208 12/31/2023
     TIP1,936$208 12/31/2023
SOA Wealth Advisors LLC.1,939$208 12/31/2023
     TIP1,939$208 12/31/2023
Collaborative Wealth Managment Inc.1,924$207 12/31/2023
     TIP1,924$207 12/31/2023
Rockland Trust Co.1,913$206 12/31/2023
     TIP1,913$206 12/31/2023
WESPAC Advisors SoCal LLC1,920$206 12/31/2023
     TIP1,920$206 12/31/2023
Texas Yale Capital Corp.1,900$204 12/31/2023
     TIP1,900$204 12/31/2023
Naples Global Advisors LLC1,900$204 12/31/2023
     TIP1,900$204 12/31/2023
Keebeck Wealth Management LLC1,898$204 12/31/2023
     TIP1,898$204 12/31/2023
Powell Investment Advisors LLC1,890$203 12/31/2023
     TIP1,890$203 12/31/2023
Insight Advisors LLC PA1,882$202 12/31/2023
     TIP1,882$202 12/31/2023
Black Diamond Financial LLC1,874$201 12/31/2023
     TIP1,874$201 12/31/2023
AlphaCore Capital LLC1,859$200 12/31/2023
     TIP1,859$200 12/31/2023
Red Tortoise LLC1,858$200 12/31/2023
     TIP1,858$200 12/31/2023
Viewpoint Capital Management LLC1,850$199 12/31/2023
     TIP1,850$199 12/31/2023
ICA Group Wealth Management LLC1,852$199 12/31/2023
     TIP1,852$199 12/31/2023
Pinnacle Holdings LLC1,844$198 12/31/2023
     TIP1,844$198 12/31/2023
Westside Investment Management Inc.1,831$197 12/31/2023
     TIP1,831$197 12/31/2023
Colony Family Offices LLC1,809$194 12/31/2023
     TIP1,809$194 12/31/2023
Ballast Advisors LLC1,806$194 12/31/2023
     TIP1,806$194 12/31/2023
Webster Bank N. A.1,712$184 12/31/2023
     TIP1,712$184 12/31/2023
Matrix Private Capital Group LLC1,645$177 12/31/2023
     TIP1,645$177 12/31/2023
Institutional & Family Asset Management LLC1,639$176 12/31/2023
     TIP1,639$176 12/31/2023
Resurgent Financial Advisors LLC1,572$169 12/31/2023
     TIP1,572$169 12/31/2023
Bangor Savings Bank1,468$158 12/31/2023
     TIP1,468$158 12/31/2023
Aptus Capital Advisors LLC1,473$158 12/31/2023
     TIP1,473$158 12/31/2023
Concord Wealth Partners1,452$156 12/31/2023
     TIP1,452$156 12/31/2023
ORG Partners LLC1,431$156 12/31/2023
     TIP1,431$156 12/31/2023
Armstrong Advisory Group Inc.1,443$155 12/31/2023
     TIP1,443$155 12/31/2023
Timber Creek Capital Management LLC1,431$154 12/31/2023
     TIP1,431$154 12/31/2023
Key Financial Inc1,381$148 12/31/2023
     TIP1,381$148 12/31/2023
Aspect Partners LLC1,355$146 12/31/2023
     TIP1,355$146 12/31/2023
Barrett & Company Inc.1,352$145 12/31/2023
     TIP1,352$145 12/31/2023
Allspring Global Investments Holdings LLC1,340$144 12/31/2023
     TIP1,340$144 12/31/2023
Geneos Wealth Management Inc.1,333$143 12/31/2023
     TIP1,333$143 12/31/2023
C M Bidwell & Associates Ltd.1,297$139 12/31/2023
     TIP1,297$139 12/31/2023
Founders Financial Alliance LLC1,290$139 12/31/2023
     TIP1,290$139 12/31/2023
Hexagon Capital Partners LLC1,273$137 12/31/2023
     TIP1,273$137 12/31/2023
Archer Investment Corp1,268$136 12/31/2023
     TIP1,268$136 12/31/2023
Matrix Trust Co1,233$133 12/31/2023
     TIP1,233$133 12/31/2023
Beacon Capital Management LLC1,256$130 12/31/2023
     TIP1,256$130 12/31/2023
Hall Laurie J Trustee1,200$129 12/31/2023
     TIP1,200$129 12/31/2023
Tyler Stone Wealth Management1,144$123 12/31/2023
     TIP1,144$123 12/31/2023
Abich Financial Wealth Management LLC1,072$115 12/31/2023
     TIP1,072$115 12/31/2023
Vermillion & White Wealth Management Group LLC1,062$114 12/31/2023
     TIP1,062$114 12/31/2023
Hills Bank & Trust Co1,015$109 12/31/2023
     TIP1,015$109 12/31/2023
Jones Financial Companies Lllp975$105 12/31/2023
     TIP975$105 12/31/2023
Mascoma Wealth Management LLC977$105 12/31/2023
     TIP977$105 12/31/2023
Whittier Trust Co.966$104 12/31/2023
     TIP966$104 12/31/2023
Acropolis Investment Management LLC962$103 12/31/2023
     TIP962$103 12/31/2023
Cornerstone Planning Group LLC949$102 12/31/2023
     TIP949$102 12/31/2023
Compass Wealth Management LLC950$102 12/31/2023
     TIP950$102 12/31/2023
Carolinas Wealth Consulting LLC925$99 12/31/2023
     TIP925$99 12/31/2023
Armor Investment Advisors LLC910$98 12/31/2023
     TIP910$98 12/31/2023
Focused Wealth Management Inc871$94 12/31/2023
     TIP871$94 12/31/2023
Banque Cantonale Vaudoise850$91 12/31/2023
     TIP850$91 12/31/2023
Venturi Wealth Management LLC816$88 12/31/2023
     TIP816$88 12/31/2023
Elevate Wealth Advisory Inc.796$86 12/31/2023
     TIP796$86 12/31/2023
Dividend Assets Capital LLC791$85 12/31/2023
     TIP791$85 12/31/2023
Gradient Investments LLC773$83 12/31/2023
     TIP773$83 12/31/2023
Salomon & Ludwin LLC800$83 12/31/2023
     TIP800$83 12/31/2023
Cherry Tree Wealth Management LLC742$80 12/31/2023
     TIP742$80 12/31/2023
Financial Gravity Asset Management Inc.730$78 12/31/2023
     TIP730$78 12/31/2023
Red Lighthouse Investment Management LLC727$78 12/31/2023
     TIP727$78 12/31/2023
Register Financial Advisors LLC720$77 12/31/2023
     TIP720$77 12/31/2023
Front Row Advisors LLC705$76 12/31/2023
     TIP705$76 12/31/2023
Element Wealth LLC697$75 12/31/2023
     TIP697$75 12/31/2023
Howe & Rusling Inc.691$74 12/31/2023
     TIP691$74 12/31/2023
Anchor Investment Management LLC684$74 12/31/2023
     TIP684$74 12/31/2023
Richard W. Paul & Associates LLC689$74 12/31/2023
     TIP689$74 12/31/2023
Nalls Sherbakoff Group LLC711$74 09/30/2023
     TIP711$74 09/30/2023
Kayne Anderson Rudnick Investment Management LLC684$73 12/31/2023
     TIP684$73 12/31/2023
Northwest Financial Advisors679$73 12/31/2023
     TIP679$73 12/31/2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA656$71 12/31/2023
     TIP656$71 12/31/2023
Quadrant Capital Group LLC612$66 12/31/2023
     TIP612$66 12/31/2023
Bessemer Group Inc.606$65 12/31/2023
     TIP606$65 12/31/2023
Transcendent Capital Group LLC608$65 12/31/2023
     TIP608$65 12/31/2023
CENTRAL TRUST Co600$64 12/31/2023
     TIP600$64 12/31/2023
Bogart Wealth LLC600$64 12/31/2023
     TIP600$64 12/31/2023
Raleigh Capital Management Inc.577$62 12/31/2023
     TIP577$62 12/31/2023
Baystate Wealth Management LLC566$61 12/31/2023
     TIP566$61 12/31/2023
Able Wealth Management LLC570$61 12/31/2023
     TIP570$61 12/31/2023
Belmont Capital LLC540$58 12/31/2023
     TIP540$58 12/31/2023
Fortis Group Advisors LLC520$56 12/31/2023
     TIP520$56 12/31/2023
EverSource Wealth Advisors LLC516$55 12/31/2023
     TIP516$55 12/31/2023
Clean Yield Group500$54 12/31/2023
     TIP500$54 12/31/2023
Vima LLC504$54 12/31/2023
     TIP504$54 12/31/2023
Bfsg LLC493$53 12/31/2023
     TIP493$53 12/31/2023
GPS Wealth Strategies Group LLC484$52 12/31/2023
     TIP484$52 12/31/2023
Retirement Group LLC482$52 12/31/2023
     TIP482$52 12/31/2023
Scarborough Advisors LLC479$52 12/31/2023
     TIP479$52 12/31/2023
Blue Bell Private Wealth Management LLC476$51 12/31/2023
     TIP476$51 12/31/2023
Semmax Financial Advisors Inc.469$50 12/31/2023
     TIP469$50 12/31/2023
Colonial Trust Co SC459$49 12/31/2023
     TIP459$49 12/31/2023
Godsey & Gibb Associates434$47 12/31/2023
     TIP434$47 12/31/2023
Rise Advisors LLC430$46 12/31/2023
     TIP430$46 12/31/2023
Hazlett Burt & Watson Inc.383$42 12/31/2023
     TIP383$42 12/31/2023
Asset Dedication LLC376$40 12/31/2023
     TIP376$40 12/31/2023
Y.D. More Investments Ltd370$40 12/31/2023
     TIP370$40 12/31/2023
Hobbs Group Advisors LLC373$40 12/31/2023
     TIP373$40 12/31/2023
Sound Income Strategies LLC361$39 12/31/2023
     TIP361$39 12/31/2023
Keener Financial Planning LLC367$39 12/31/2023
     TIP367$39 12/31/2023
Atlas Capital Advisors LLC348$37 12/31/2023
     TIP348$37 12/31/2023
GeoWealth Management LLC339$36 12/31/2023
     TIP339$36 12/31/2023
Riggs Asset Managment Co. Inc.312$34 12/31/2023
     TIP312$34 12/31/2023
Covestor Ltd319$34 12/31/2023
     TIP319$34 12/31/2023
Pacific Capital Wealth Advisors Inc.302$33 12/31/2023
     TIP302$33 12/31/2023
Bourgeon Capital Management LLC301$32 12/31/2023
     TIP301$32 12/31/2023
Private Ocean LLC300$32 12/31/2023
     TIP300$32 12/31/2023
Life Planning Partners Inc280$30 12/31/2023
     TIP280$30 12/31/2023
Cutler Group LP $29 12/31/2023
     Call3,300$29 12/31/2023
     Put1,300$0 12/31/2023
Moisand Fitzgerald Tamayo LLC271$29 12/31/2023
     TIP271$29 12/31/2023
Cape Investment Advisory Inc.271$29 12/31/2023
     TIP271$29 12/31/2023
Laurel Wealth Advisors LLC259$28 12/31/2023
     TIP259$28 12/31/2023
Farmers & Merchants Investments Inc.250$27 12/31/2023
     TIP250$27 12/31/2023
Trifecta Capital Advisors LLC254$27 12/31/2023
     TIP254$27 12/31/2023
Criterion Capital Advisors LLC224$24 12/31/2023
     TIP224$24 12/31/2023
Newbridge Financial Services Group Inc.214$23 12/31/2023
     TIP214$23 12/31/2023
Gould Capital LLC216$23 12/31/2023
     TIP216$23 12/31/2023
Johnson Midwest Financial LLC218$23 09/30/2023
     TIP218$23 09/30/2023
Caldwell Sutter Capital Inc.207$22 12/31/2023
     TIP207$22 12/31/2023
Global Trust Asset Management LLC203$22 12/31/2023
     TIP203$22 12/31/2023
Carmichael Hill & Associates Inc.207$22 12/31/2023
     TIP207$22 12/31/2023
Aspire Private Capital LLC203$22 12/31/2023
     TIP203$22 12/31/2023
Advantage Trust Co205$22 12/31/2023
     TIP205$22 12/31/2023
MTM Investment Management LLC200$21 12/31/2023
     TIP200$21 12/31/2023
Tucker Asset Management LLC191$21 12/31/2023
     TIP191$21 12/31/2023
Strategic Investment Solutions Inc. IL200$21 12/31/2023
     TIP200$21 12/31/2023
LGT Financial Advisors LLC195$21 12/31/2023
     TIP195$21 12/31/2023
Kenfarb & CO.200$21 09/30/2023
     TIP200$21 09/30/2023
EPG Wealth Management LLC194$20 12/31/2023
     TIP194$20 12/31/2023
Piscataqua Savings Bank184$20 12/31/2023
     TIP184$20 12/31/2023
New Republic Capital LLC183$20 12/31/2023
     TIP183$20 12/31/2023
O Shaughnessy Asset Management LLC175$19 12/31/2023
     TIP175$19 12/31/2023
Independence Bank of Kentucky175$19 12/31/2023
     TIP175$19 12/31/2023
CNB Bank175$19 12/31/2023
     TIP175$19 12/31/2023
Trust Co170$18 12/31/2023
     TIP170$18 12/31/2023
Friedenthal Financial162$17 12/31/2023
     TIP162$17 12/31/2023
Princeton Global Asset Management LLC151$16 12/31/2023
     TIP151$16 12/31/2023
Tsfg LLC146$16 12/31/2023
     TIP146$16 12/31/2023
Ruedi Wealth Management Inc.151$16 12/31/2023
     TIP151$16 12/31/2023
Cambridge Trust Co.141$15 12/31/2023
     TIP141$15 12/31/2023
Glassman Wealth Services137$15 12/31/2023
     TIP137$15 12/31/2023
Fortis Advisors LLC138$15 12/31/2023
     TIP138$15 12/31/2023
HBC Financial Services PLLC146$15 12/31/2023
     TIP146$15 12/31/2023
FSA Wealth Management LLC140$15 12/31/2023
     TIP140$15 12/31/2023
Tompkins Financial Corp128$14 12/31/2023
     TIP128$14 12/31/2023
Tennessee Valley Asset Management Partners129$14 12/31/2023
     TIP129$14 12/31/2023
Main Street Group LTD125$14 12/31/2023
     TIP125$14 12/31/2023
ST Germain D J Co. Inc.125$13 12/31/2023
     TIP125$13 12/31/2023
Clearstead Advisors LLC120$13 12/31/2023
     TIP120$13 12/31/2023
Toth Financial Advisory Corp125$13 12/31/2023
     TIP125$13 12/31/2023
1832 Asset Management L.P.120$13 12/31/2023
     TIP120$13 12/31/2023
Arvest Investments Inc.119$13 12/31/2023
     TIP119$13 12/31/2023
Hollencrest Capital Management120$13 12/31/2023
     TIP120$13 12/31/2023
Delos Wealth Advisors LLC109$12 12/31/2023
     TIP109$12 12/31/2023
Caitlin John LLC111$12 12/31/2023
     TIP111$12 12/31/2023
HM Payson & Co.100$11 12/31/2023
     TIP100$11 12/31/2023
Avion Wealth98$11 12/31/2023
     TIP98$11 12/31/2023
First Pacific Financial99$11 12/31/2023
     TIP99$11 12/31/2023
Foster Dykema Cabot & Co. Inc. MA109$11 09/30/2023
     TIP109$11 09/30/2023
Highlander Capital Management LLC89$10 12/31/2023
     TIP89$10 12/31/2023
Missouri Trust & Investment Co92$10 12/31/2023
     TIP92$10 12/31/2023
Integrity Financial Corp WA90$10 12/31/2023
     TIP90$10 12/31/2023
Antonetti Capital Management LLC95$10 09/30/2023
     TIP95$10 09/30/2023
JFS Wealth Advisors LLC81$9 12/31/2023
     TIP81$9 12/31/2023
Bellevue Asset Management LLC80$9 12/31/2023
     TIP80$9 12/31/2023
BOK Financial Private Wealth Inc.72$8 12/31/2023
     TIP72$8 12/31/2023
IAG Wealth Partners LLC78$8 12/31/2023
     TIP78$8 12/31/2023
Colonial Trust Advisors63$7 12/31/2023
     TIP63$7 12/31/2023
McIlrath & Eck LLC64$7 12/31/2023
     TIP64$7 12/31/2023
Annapolis Financial Services LLC62$7 12/31/2023
     TIP62$7 12/31/2023
Wetzel Investment Advisors Inc.69$7 12/31/2023
     TIP69$7 12/31/2023
Country Trust Bank59$6 12/31/2023
     TIP59$6 12/31/2023
Cedar Mountain Advisors LLC54$6 12/31/2023
     TIP54$6 12/31/2023
Goodwin Investment Advisory52$6 12/31/2023
     TIP52$6 12/31/2023
FSC Wealth Advisors LLC54$6 12/31/2023
     TIP54$6 12/31/2023
McGlone Suttner Wealth Management Inc.49$5 12/31/2023
     TIP49$5 12/31/2023
Union Savings Bank51$5 12/31/2023
     TIP51$5 12/31/2023
Creekmur Asset Management LLC42$5 12/31/2023
     TIP42$5 12/31/2023
Albion Financial Group UT36$4 12/31/2023
     TIP36$4 12/31/2023
Wagner Wealth Management LLC36$4 12/31/2023
     TIP36$4 12/31/2023
Your Advocates Ltd. LLP39$4 12/31/2023
     TIP39$4 12/31/2023
Pacifica Partners Inc.37$4 12/31/2023
     TIP37$4 12/31/2023
Davis Capital Management41$4 12/31/2023
     TIP41$4 12/31/2023
Provence Wealth Management Group34$4 12/31/2023
     TIP34$4 12/31/2023
Nemes Rush Group LLC36$4 12/31/2023
     TIP36$4 12/31/2023
Financial Perspectives Inc36$4 12/31/2023
     TIP36$4 12/31/2023
Valley National Advisers Inc.25$3 12/31/2023
     TIP25$3 12/31/2023
Pin Oak Investment Advisors Inc.25$3 12/31/2023
     TIP25$3 12/31/2023
Legacy Bridge LLC28$3 12/31/2023
     TIP28$3 12/31/2023
Investors Research Corp28$3 12/31/2023
     TIP28$3 12/31/2023
TFC Financial Management25$3 12/31/2023
     TIP25$3 12/31/2023
Morton Brown Family Wealth LLC26$3 12/31/2023
     TIP26$3 12/31/2023
Sachetta LLC26$3 12/31/2023
     TIP26$3 12/31/2023
Granite Investment Partners LLC18$2 12/31/2023
     TIP18$2 12/31/2023
Macroview Investment Management LLC16$2 12/31/2023
     TIP16$2 12/31/2023
Oakworth Capital Inc.22$2 12/31/2023
     TIP22$2 12/31/2023
Tradewinds Capital Management LLC19$2 12/31/2023
     TIP19$2 12/31/2023
Farmers & Merchants Trust Co of Chambersburg PA21$2 12/31/2023
     TIP21$2 12/31/2023
VisionPoint Advisory Group LLC21$2 12/31/2023
     TIP21$2 12/31/2023
Bank of New Hampshire20$2 12/31/2023
     TIP20$2 12/31/2023
PayPay Securities Corp16$2 12/31/2023
     TIP16$2 12/31/2023
Global Wealth Strategies & Associates14$2 12/31/2023
     TIP14$2 12/31/2023
Sutton Wealth Advisors Inc.21$2 09/30/2023
     TIP21$2 09/30/2023
Tower Research Capital LLC TRC 5$1 12/31/2023
     TIP5$1 12/31/2023
Financial Advisory Service Inc.7$1 12/31/2023
     TIP7$1 12/31/2023
Eukles Asset Management11$1 12/31/2023
     TIP11$1 12/31/2023
Rain Capital Management LLC8$1 12/31/2023
     TIP8$1 12/31/2023
Live Oak Investment Partners11$1 12/31/2023
     TIP11$1 12/31/2023
Aspire Wealth Management Corp11$1 12/31/2023
     TIP11$1 12/31/2023
VitalStone Financial LLC11$1 12/31/2023
     TIP11$1 12/31/2023
Hallmark Capital Management Inc.1$0 12/31/2023
     TIP1$0 12/31/2023
Quattro Financial Advisors LLC107$0 12/31/2023
     TIP107$0 12/31/2023
Rockbridge Investment Management LCC2$0 12/31/2023
     TIP2$0 12/31/2023
Bell Investment Advisors Inc4$0 12/31/2023
     TIP4$0 12/31/2023
Citadel Advisors LLC $-86 12/31/2023
     Put2,700$290 12/31/2023
     Call1,900$204 12/31/2023
Point72 Asset Management L.P. $-1,989 12/31/2023
     Put25,500$2,741 12/31/2023
     TIP7,000$752 12/31/2023
All Terrain Financial Advisors LLC3,051$-7,869 12/31/2023
     Put50,400$8,197 12/31/2023
     TIP3,051$328 12/31/2023

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

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