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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
BlackRock Inc. | 32,565,329 | $3,500,447 | 12/31/2023 | TIP | 32,565,329 | $3,500,447 | 12/31/2023 | Bank of America Corp DE | | $1,282,702 | 12/31/2023 | TIP | 12,063,822 | $1,296,740 | 12/31/2023 | Put | 130,600 | $14,038 | 12/31/2023 | Morgan Stanley | 5,006,778 | $538,179 | 12/31/2023 | TIP | 5,006,778 | $538,179 | 12/31/2023 | JPMorgan Chase & Co. | 4,040,443 | $434,308 | 12/31/2023 | TIP | 4,040,443 | $434,308 | 12/31/2023 | UBS Group AG | | $426,224 | 12/31/2023 | Call | 2,100,600 | $225,793 | 12/31/2023 | TIP | 1,864,648 | $200,431 | 12/31/2023 | Charles Schwab Investment Management Inc. | 3,609,997 | $388,038 | 12/31/2023 | TIP | 3,609,997 | $388,038 | 12/31/2023 | FMR LLC | 3,386,290 | $363,992 | 12/31/2023 | TIP | 3,386,290 | $363,992 | 12/31/2023 | Envestnet Asset Management Inc. | 3,089,655 | $332,107 | 12/31/2023 | TIP | 3,089,655 | $332,107 | 12/31/2023 | Rock Creek Group LP | 2,756,361 | $296,281 | 12/31/2023 | TIP | 2,756,361 | $296,281 | 12/31/2023 | LPL Financial LLC | 1,655,747 | $177,976 | 12/31/2023 | TIP | 1,655,747 | $177,976 | 12/31/2023 | Matson Money. Inc. | 1,307,742 | $140,569 | 12/31/2023 | TIP | 1,307,742 | $140,569 | 12/31/2023 | Wells Fargo & Company MN | 1,298,176 | $139,541 | 12/31/2023 | TIP | 1,298,176 | $139,541 | 12/31/2023 | Evoke Wealth LLC | 1,246,137 | $133,947 | 12/31/2023 | TIP | 1,246,137 | $133,947 | 12/31/2023 | WealthNavi Inc. | 1,128,413 | $121,293 | 12/31/2023 | TIP | 1,128,413 | $121,293 | 12/31/2023 | FIL Ltd | 1,110,193 | $119,335 | 12/31/2023 | TIP | 1,110,193 | $119,335 | 12/31/2023 | The PNC Financial Services Group Inc. | 1,029,318 | $110,641 | 12/31/2023 | TIP | 1,029,318 | $110,641 | 12/31/2023 | Bank Julius Baer & Co. Ltd Zurich | 1,009,615 | $108,523 | 12/31/2023 | TIP | 1,009,615 | $108,523 | 12/31/2023 | CI Investments Inc. | 984,400 | $105,813 | 12/31/2023 | TIP | 984,400 | $105,813 | 12/31/2023 | Partners Capital Investment Group LLP | 974,795 | $104,781 | 12/31/2023 | TIP | 974,795 | $104,781 | 12/31/2023 | Ameriprise Financial Inc. | 931,657 | $102,160 | 12/31/2023 | TIP | 931,657 | $102,160 | 12/31/2023 | Advisor Group Holdings Inc. | 803,251 | $86,437 | 12/31/2023 | TIP | 803,251 | $86,437 | 12/31/2023 | Keybank National Association OH | 731,189 | $78,596 | 12/31/2023 | TIP | 731,189 | $78,596 | 12/31/2023 | Qube Research & Technologies Ltd | 683,587 | $73,479 | 12/31/2023 | TIP | 683,587 | $73,479 | 12/31/2023 | Royal Bank of Canada | 636,109 | $68,376 | 12/31/2023 | TIP | 636,109 | $68,376 | 12/31/2023 | Sumitomo Life Insurance Co. | 632,503 | $67,988 | 12/31/2023 | TIP | 632,503 | $67,988 | 12/31/2023 | BW Gestao de Investimentos Ltda. | | $64,494 | 12/31/2023 | Call | 600,000 | $64,494 | 12/31/2023 | 3EDGE Asset Management LP | 586,151 | $63,005 | 12/31/2023 | TIP | 586,151 | $63,005 | 12/31/2023 | CWM LLC | 551,188 | $59,247 | 12/31/2023 | TIP | 551,188 | $59,247 | 12/31/2023 | Campbell Wealth Management | 506,023 | $54,392 | 12/31/2023 | TIP | 506,023 | $54,392 | 12/31/2023 | Stifel Financial Corp | 462,347 | $49,699 | 12/31/2023 | TIP | 462,347 | $49,699 | 12/31/2023 | Commonwealth Equity Services LLC | 449,549 | $48,322 | 12/31/2023 | TIP | 449,549 | $48,322 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 421,967 | $45,357 | 12/31/2023 | TIP | 421,967 | $45,357 | 12/31/2023 | Pictet Asset Management Holding SA | 363,400 | $39,062 | 12/31/2023 | TIP | 363,400 | $39,062 | 12/31/2023 | Bank of New York Mellon Corp | 354,984 | $38,157 | 12/31/2023 | TIP | 354,984 | $38,157 | 12/31/2023 | Viewpoint Investment Partners Corp | 352,800 | $37,922 | 12/31/2023 | TIP | 352,800 | $37,922 | 12/31/2023 | Kiwi Wealth Investments Limited Partnership | 336,724 | $36,194 | 12/31/2023 | TIP | 336,724 | $36,194 | 12/31/2023 | MML Investors Services LLC | 326,199 | $35,063 | 12/31/2023 | TIP | 326,199 | $35,063 | 12/31/2023 | Baldwin Brothers Inc. MA | 320,432 | $34,443 | 12/31/2023 | TIP | 320,432 | $34,443 | 12/31/2023 | Huntington National Bank | 307,655 | $33,070 | 12/31/2023 | TIP | 307,655 | $33,070 | 12/31/2023 | Man Group plc | 304,641 | $32,746 | 12/31/2023 | TIP | 304,641 | $32,746 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 304,461 | $32,727 | 12/31/2023 | TIP | 304,461 | $32,727 | 12/31/2023 | Dakota Wealth Management | 291,708 | $31,356 | 12/31/2023 | TIP | 291,708 | $31,356 | 12/31/2023 | Rockefeller Capital Management L.P. | 290,203 | $31,194 | 12/31/2023 | TIP | 290,203 | $31,194 | 12/31/2023 | Prudential Financial Inc. | 287,984 | $30,955 | 12/31/2023 | TIP | 287,984 | $30,955 | 12/31/2023 | Money Design Co. Ltd. | 284,270 | $30,556 | 12/31/2023 | TIP | 284,270 | $30,556 | 12/31/2023 | Envestnet Portfolio Solutions Inc. | 276,126 | $29,681 | 12/31/2023 | TIP | 276,126 | $29,681 | 12/31/2023 | Arkansas Financial Group Inc. | 270,313 | $29,056 | 12/31/2023 | TIP | 270,313 | $29,056 | 12/31/2023 | One Capital Management LLC | 263,527 | $28,327 | 12/31/2023 | TIP | 263,527 | $28,327 | 12/31/2023 | Assetmark Inc. | 259,689 | $27,914 | 12/31/2023 | TIP | 259,689 | $27,914 | 12/31/2023 | Rebalance LLC | 255,432 | $27,456 | 12/31/2023 | TIP | 255,432 | $27,456 | 12/31/2023 | Pacific Life Fund Advisors LLC | 254,097 | $27,313 | 12/31/2023 | TIP | 254,097 | $27,313 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 252,085 | $27,097 | 12/31/2023 | TIP | 252,085 | $27,097 | 12/31/2023 | Arbor Investment Advisors LLC | 249,147 | $26,781 | 12/31/2023 | TIP | 249,147 | $26,781 | 12/31/2023 | HighTower Advisors LLC | 247,134 | $26,534 | 12/31/2023 | TIP | 247,134 | $26,534 | 12/31/2023 | Kwmg LLC | 236,147 | $25,383 | 12/31/2023 | TIP | 236,147 | $25,383 | 12/31/2023 | Janney Montgomery Scott LLC | 229,790 | $24,700 | 12/31/2023 | TIP | 229,790 | $24,700 | 12/31/2023 | Resources Investment Advisors LLC. | 225,138 | $24,200 | 12/31/2023 | TIP | 225,138 | $24,200 | 12/31/2023 | Cetera Advisor Networks LLC | 220,707 | $23,724 | 12/31/2023 | TIP | 220,707 | $23,724 | 12/31/2023 | Mariner LLC | 218,574 | $23,495 | 12/31/2023 | TIP | 218,574 | $23,495 | 12/31/2023 | Truist Financial Corp | 218,449 | $23,481 | 12/31/2023 | TIP | 218,449 | $23,481 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 207,607 | $22,316 | 12/31/2023 | TIP | 207,607 | $22,316 | 12/31/2023 | Raymond James & Associates | 202,039 | $21,717 | 12/31/2023 | TIP | 202,039 | $21,717 | 12/31/2023 | Marshall Wace LLP | 201,958 | $21,708 | 12/31/2023 | TIP | 201,958 | $21,708 | 12/31/2023 | AE Wealth Management LLC | 200,626 | $21,413 | 12/31/2023 | TIP | 200,626 | $21,413 | 12/31/2023 | Rhumbline Advisers | 194,949 | $20,955 | 12/31/2023 | TIP | 194,949 | $20,955 | 12/31/2023 | BNP Paribas Arbitrage SA | 193,861 | $20,838 | 12/31/2023 | TIP | 193,861 | $20,838 | 12/31/2023 | Empower Advisory Group LLC | 192,945 | $20,740 | 12/31/2023 | TIP | 192,945 | $20,740 | 12/31/2023 | Neuberger Berman Group LLC | 181,483 | $19,508 | 12/31/2023 | TIP | 181,483 | $19,508 | 12/31/2023 | Goldman Sachs Group Inc. | 181,407 | $19,499 | 12/31/2023 | TIP | 181,407 | $19,499 | 12/31/2023 | GenTrust LLC | 181,142 | $19,471 | 12/31/2023 | TIP | 181,142 | $19,471 | 12/31/2023 | TD Waterhouse Canada Inc. | 177,974 | $19,130 | 12/31/2023 | TIP | 177,974 | $19,130 | 12/31/2023 | Alera Investment Advisors LLC | 171,912 | $18,479 | 12/31/2023 | TIP | 171,912 | $18,479 | 12/31/2023 | NinePointTwo Capital | 168,000 | $18,058 | 12/31/2023 | TIP | 168,000 | $18,058 | 12/31/2023 | Creative Planning | 164,860 | $17,721 | 12/31/2023 | TIP | 164,860 | $17,721 | 12/31/2023 | Pure Financial Advisors Inc. | 159,311 | $17,124 | 12/31/2023 | TIP | 159,311 | $17,124 | 12/31/2023 | Cerity Partners LLC | 150,413 | $16,168 | 12/31/2023 | TIP | 150,413 | $16,168 | 12/31/2023 | Prime Capital Investment Advisors LLC | 148,497 | $15,962 | 12/31/2023 | TIP | 148,497 | $15,962 | 12/31/2023 | Cetera Investment Advisers | 144,541 | $15,537 | 12/31/2023 | TIP | 144,541 | $15,537 | 12/31/2023 | Cyndeo Wealth Partners LLC | 143,791 | $15,456 | 12/31/2023 | TIP | 143,791 | $15,456 | 12/31/2023 | Lutz Financial Services LLC | 141,355 | $15,194 | 12/31/2023 | TIP | 141,355 | $15,194 | 12/31/2023 | Susquehanna International Group LLP | | $14,613 | 12/31/2023 | Call | 232,900 | $25,034 | 12/31/2023 | Put | 111,300 | $11,964 | 12/31/2023 | TIP | 14,352 | $1,543 | 12/31/2023 | Cim LLC | 136,312 | $14,442 | 12/31/2023 | TIP | 136,312 | $14,442 | 12/31/2023 | Heartwood Wealth Advisors LLC | 133,396 | $14,339 | 12/31/2023 | TIP | 133,396 | $14,339 | 12/31/2023 | Lwmg LLC | 126,269 | $13,573 | 12/31/2023 | TIP | 126,269 | $13,573 | 12/31/2023 | Fulton Breakefield Broenniman LLC | 120,089 | $12,908 | 12/31/2023 | TIP | 120,089 | $12,908 | 12/31/2023 | Insight Wealth Strategies LLC | 119,912 | $12,889 | 12/31/2023 | TIP | 119,912 | $12,889 | 12/31/2023 | National Bank of Canada FI | 119,050 | $12,780 | 12/31/2023 | TIP | 119,050 | $12,780 | 12/31/2023 | DORVAL Corp | 116,227 | $12,508 | 12/31/2023 | TIP | 116,227 | $12,508 | 12/31/2023 | Charles Schwab Trust Co | 115,698 | $12,436 | 12/31/2023 | TIP | 115,698 | $12,436 | 12/31/2023 | Ethos Financial Group LLC | 115,464 | $12,411 | 12/31/2023 | TIP | 115,464 | $12,411 | 12/31/2023 | Wolverine Trading LLC | | $12,361 | 12/31/2023 | Call | 130,500 | $14,027 | 12/31/2023 | Put | 21,900 | $2,354 | 12/31/2023 | TIP | 6,403 | $688 | 12/31/2023 | Atria Wealth Solutions Inc. | 110,733 | $11,903 | 12/31/2023 | TIP | 110,733 | $11,903 | 12/31/2023 | RTD Financial Advisors Inc. | 110,434 | $11,871 | 12/31/2023 | TIP | 110,434 | $11,871 | 12/31/2023 | Townsquare Capital LLC | 109,338 | $11,753 | 12/31/2023 | TIP | 109,338 | $11,753 | 12/31/2023 | Kestra Advisory Services LLC | 108,837 | $11,699 | 12/31/2023 | TIP | 108,837 | $11,699 | 12/31/2023 | Rathbone Brothers plc | 107,812 | $11,589 | 12/31/2023 | TIP | 107,812 | $11,589 | 12/31/2023 | Captrust Financial Advisors | 107,717 | $11,579 | 12/31/2023 | TIP | 107,717 | $11,579 | 12/31/2023 | US Bancorp DE | 107,396 | $11,544 | 12/31/2023 | TIP | 107,396 | $11,544 | 12/31/2023 | Thrivent Financial for Lutherans | 105,640 | $11,356 | 12/31/2023 | TIP | 105,640 | $11,356 | 12/31/2023 | D.A. Davidson & CO. | 103,923 | $11,171 | 12/31/2023 | TIP | 103,923 | $11,171 | 12/31/2023 | We Are One Seven LLC | 102,897 | $11,060 | 12/31/2023 | TIP | 102,897 | $11,060 | 12/31/2023 | Frontier Asset Management LLC | 102,205 | $10,986 | 12/31/2023 | TIP | 102,205 | $10,986 | 12/31/2023 | Spire Wealth Management | 102,628 | $10,983 | 12/31/2023 | TIP | 102,628 | $10,983 | 12/31/2023 | Cypress Capital LLC | 101,745 | $10,937 | 12/31/2023 | TIP | 101,745 | $10,937 | 12/31/2023 | Millennium Management LLC | 98,173 | $10,553 | 12/31/2023 | TIP | 98,173 | $10,553 | 12/31/2023 | Foundations Investment Advisors LLC | 97,189 | $10,500 | 12/31/2023 | TIP | 97,189 | $10,500 | 12/31/2023 | Avantax Advisory Services Inc. | 97,216 | $10,450 | 12/31/2023 | TIP | 97,216 | $10,450 | 12/31/2023 | Wealth Forward LLC | 96,393 | $10,361 | 12/31/2023 | TIP | 96,393 | $10,361 | 12/31/2023 | Park Avenue Securities LLC | 94,952 | $10,206 | 12/31/2023 | TIP | 94,952 | $10,206 | 12/31/2023 | Comerica Bank | 94,236 | $10,130 | 12/31/2023 | TIP | 94,236 | $10,130 | 12/31/2023 | Meridian Management Co. | 95,145 | $10,117 | 12/31/2023 | TIP | 95,145 | $10,117 | 12/31/2023 | First National Bank & Trust Co. of Newtown | 94,036 | $10,108 | 12/31/2023 | TIP | 94,036 | $10,108 | 12/31/2023 | United Capital Financial Advisers LLC | 93,639 | $10,065 | 12/31/2023 | TIP | 93,639 | $10,065 | 12/31/2023 | Mirae Asset Global Investments Co. Ltd. | 92,944 | $9,991 | 12/31/2023 | TIP | 92,944 | $9,991 | 12/31/2023 | Allworth Financial LP | 92,650 | $9,959 | 12/31/2023 | TIP | 92,650 | $9,959 | 12/31/2023 | Equitable Holdings Inc. | 91,996 | $9,889 | 12/31/2023 | TIP | 91,996 | $9,889 | 12/31/2023 | Baird Financial Group Inc. | 91,014 | $9,783 | 12/31/2023 | TIP | 91,014 | $9,783 | 12/31/2023 | Strategic Wealth Designers | 90,876 | $9,780 | 12/31/2023 | TIP | 90,876 | $9,780 | 12/31/2023 | Cambridge Associates LLC MA ADV | 90,076 | $9,682 | 12/31/2023 | TIP | 90,076 | $9,682 | 12/31/2023 | BlueSky Wealth Advisors LLC | 88,531 | $9,516 | 12/31/2023 | TIP | 88,531 | $9,516 | 12/31/2023 | Wealthsource Partners LLC | 86,967 | $9,348 | 12/31/2023 | TIP | 86,967 | $9,348 | 12/31/2023 | Bank of Montreal Can | 86,232 | $9,311 | 12/31/2023 | TIP | 86,232 | $9,311 | 12/31/2023 | Guardian Capital Advisors LP | 86,423 | $9,252 | 12/31/2023 | TIP | 86,423 | $9,252 | 12/31/2023 | Family Firm Inc. | 85,932 | $9,237 | 12/31/2023 | TIP | 85,932 | $9,237 | 12/31/2023 | TIAA Trust National Association | 85,584 | $9,199 | 12/31/2023 | TIP | 85,584 | $9,199 | 12/31/2023 | West Financial Advisors LLC | 85,273 | $9,166 | 12/31/2023 | TIP | 85,273 | $9,166 | 12/31/2023 | Private Advisor Group LLC | 84,324 | $9,064 | 12/31/2023 | TIP | 84,324 | $9,064 | 12/31/2023 | BOKF NA | 83,820 | $9,010 | 12/31/2023 | TIP | 83,820 | $9,010 | 12/31/2023 | Natixis Advisors L.P. | 83,555 | $8,981 | 12/31/2023 | TIP | 83,555 | $8,981 | 12/31/2023 | Phillips Financial Management LLC | 81,369 | $8,746 | 12/31/2023 | TIP | 81,369 | $8,746 | 12/31/2023 | Silver Coast Investments LLC | 80,975 | $8,704 | 12/31/2023 | TIP | 80,975 | $8,704 | 12/31/2023 | First Horizon Advisors Inc. | 79,770 | $8,575 | 12/31/2023 | TIP | 79,770 | $8,575 | 12/31/2023 | Blair William & Co. IL | 79,631 | $8,560 | 12/31/2023 | TIP | 79,631 | $8,560 | 12/31/2023 | Bridge Advisory LLC | 79,412 | $8,536 | 12/31/2023 | TIP | 79,412 | $8,536 | 12/31/2023 | H&H Retirement Design & Management INC | 79,856 | $8,503 | 12/31/2023 | TIP | 79,856 | $8,503 | 12/31/2023 | Asset Management Group Inc. | 78,230 | $8,409 | 12/31/2023 | TIP | 78,230 | $8,409 | 12/31/2023 | Steel Peak Wealth Management LLC | 76,845 | $8,260 | 12/31/2023 | TIP | 76,845 | $8,260 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 75,790 | $8,147 | 12/31/2023 | TIP | 75,790 | $8,147 | 12/31/2023 | Orion Portfolio Solutions LLC | 75,959 | $8,132 | 12/31/2023 | TIP | 75,959 | $8,132 | 12/31/2023 | Shilanski & Associates Inc. | 75,332 | $8,097 | 12/31/2023 | TIP | 75,332 | $8,097 | 12/31/2023 | Toronto Dominion Bank | 75,000 | $8,062 | 12/31/2023 | TIP | 75,000 | $8,062 | 12/31/2023 | Global Endowment Management LP | 74,800 | $8,040 | 12/31/2023 | TIP | 74,800 | $8,040 | 12/31/2023 | Full Sail Capital LLC | 74,714 | $8,031 | 12/31/2023 | TIP | 74,714 | $8,031 | 12/31/2023 | Wavelength Capital Management LLC | 76,811 | $7,967 | 09/30/2023 | TIP | 76,811 | $7,967 | 09/30/2023 | Citigroup Inc. | 73,570 | $7,908 | 12/31/2023 | TIP | 73,570 | $7,908 | 12/31/2023 | One River Asset Management LLC | 73,100 | $7,858 | 12/31/2023 | TIP | 73,100 | $7,858 | 12/31/2023 | Guggenheim Capital LLC | 73,057 | $7,853 | 12/31/2023 | TIP | 73,057 | $7,853 | 12/31/2023 | Transamerica Financial Advisors Inc. | 71,832 | $7,722 | 12/31/2023 | TIP | 71,832 | $7,722 | 12/31/2023 | Wade G W & Inc. | 70,716 | $7,601 | 12/31/2023 | TIP | 70,716 | $7,601 | 12/31/2023 | Deane Retirement Strategies Inc. | 70,078 | $7,533 | 12/31/2023 | TIP | 70,078 | $7,533 | 12/31/2023 | Peapack Gladstone Financial Corp | 69,294 | $7,448 | 12/31/2023 | TIP | 69,294 | $7,448 | 12/31/2023 | Levin Easterly Partners LLC | 69,081 | $7,426 | 12/31/2023 | TIP | 69,081 | $7,426 | 12/31/2023 | Horizon Investments LLC | 68,547 | $7,368 | 12/31/2023 | TIP | 68,547 | $7,368 | 12/31/2023 | GTS Securities LLC | | $7,288 | 12/31/2023 | Call | 91,000 | $9,782 | 12/31/2023 | Put | 23,200 | $2,494 | 12/31/2023 | Crabel Capital Management LLC | 67,282 | $7,232 | 12/31/2023 | TIP | 67,282 | $7,232 | 12/31/2023 | MBE Wealth Management LLC | 67,283 | $7,232 | 12/31/2023 | TIP | 67,283 | $7,232 | 12/31/2023 | White Pine Investment CO | 66,743 | $7,174 | 12/31/2023 | TIP | 66,743 | $7,174 | 12/31/2023 | Capital Group Private Client Services Inc. | 66,410 | $7,138 | 12/31/2023 | TIP | 66,410 | $7,138 | 12/31/2023 | Mayflower Financial Advisors LLC | 65,960 | $7,090 | 12/31/2023 | TIP | 65,960 | $7,090 | 12/31/2023 | M&T Bank Corp | 65,427 | $7,033 | 12/31/2023 | TIP | 65,427 | $7,033 | 12/31/2023 | First Trust Advisors LP | 65,429 | $7,033 | 12/31/2023 | TIP | 65,429 | $7,033 | 12/31/2023 | Twin Focus Capital Partners LLC | 65,329 | $7,022 | 12/31/2023 | TIP | 65,329 | $7,022 | 12/31/2023 | Verger Capital Management LLC | 64,744 | $6,959 | 12/31/2023 | TIP | 64,744 | $6,959 | 12/31/2023 | Horizons Wealth Management | 64,522 | $6,936 | 12/31/2023 | TIP | 64,522 | $6,936 | 12/31/2023 | Brevan Howard Capital Management LP | | $6,901 | 12/31/2023 | Call | 64,200 | $6,901 | 12/31/2023 | CI Private Wealth LLC | 63,578 | $6,834 | 12/31/2023 | TIP | 63,578 | $6,834 | 12/31/2023 | Perigon Wealth Management LLC | 63,036 | $6,776 | 12/31/2023 | TIP | 63,036 | $6,776 | 12/31/2023 | Estate Counselors LLC | 62,728 | $6,743 | 12/31/2023 | TIP | 62,728 | $6,743 | 12/31/2023 | Palumbo Wealth Management LLC | 62,621 | $6,731 | 12/31/2023 | TIP | 62,621 | $6,731 | 12/31/2023 | Parallel Advisors LLC | 62,420 | $6,710 | 12/31/2023 | TIP | 62,420 | $6,710 | 12/31/2023 | CoreCap Advisors LLC | 61,287 | $6,588 | 12/31/2023 | TIP | 61,287 | $6,588 | 12/31/2023 | Schechter Investment Advisors LLC | 60,987 | $6,555 | 12/31/2023 | TIP | 60,987 | $6,555 | 12/31/2023 | Schonfeld Strategic Advisors LLC | 59,859 | $6,434 | 12/31/2023 | TIP | 59,859 | $6,434 | 12/31/2023 | Hillcrest Wealth Advisors NY LLC | 59,820 | $6,430 | 12/31/2023 | TIP | 59,820 | $6,430 | 12/31/2023 | Buckingham Strategic Wealth LLC | 58,478 | $6,286 | 12/31/2023 | TIP | 58,478 | $6,286 | 12/31/2023 | Integrated Wealth Concepts LLC | 58,099 | $6,245 | 12/31/2023 | TIP | 58,099 | $6,245 | 12/31/2023 | James Investment Research Inc. | 57,092 | $6,137 | 12/31/2023 | TIP | 57,092 | $6,137 | 12/31/2023 | Great Valley Advisor Group Inc. | 57,030 | $6,130 | 12/31/2023 | TIP | 57,030 | $6,130 | 12/31/2023 | Cranbrook Wealth Management LLC | 56,143 | $6,035 | 12/31/2023 | TIP | 56,143 | $6,035 | 12/31/2023 | Sage Capital Advisors llc | 55,988 | $6,018 | 12/31/2023 | TIP | 55,988 | $6,018 | 12/31/2023 | Rather & Kittrell Inc. | 55,910 | $6,010 | 12/31/2023 | TIP | 55,910 | $6,010 | 12/31/2023 | Commerce Bank | 52,514 | $5,645 | 12/31/2023 | TIP | 52,514 | $5,645 | 12/31/2023 | Buck Wealth Strategies LLC | 52,378 | $5,630 | 12/31/2023 | TIP | 52,378 | $5,630 | 12/31/2023 | Curbstone Financial Management Corp | 52,254 | $5,617 | 12/31/2023 | TIP | 52,254 | $5,617 | 12/31/2023 | Axxcess Wealth Management LLC | 51,731 | $5,561 | 12/31/2023 | TIP | 51,731 | $5,561 | 12/31/2023 | Miracle Mile Advisors LLC | 51,377 | $5,523 | 12/31/2023 | TIP | 51,377 | $5,523 | 12/31/2023 | WASHINGTON TRUST Co | 51,369 | $5,522 | 12/31/2023 | TIP | 51,369 | $5,522 | 12/31/2023 | Migdal Insurance & Financial Holdings Ltd. | 51,201 | $5,504 | 12/31/2023 | TIP | 51,201 | $5,504 | 12/31/2023 | NorthCrest Asset Manangement LLC | 51,063 | $5,489 | 12/31/2023 | TIP | 51,063 | $5,489 | 12/31/2023 | Camden National Bank | 50,452 | $5,423 | 12/31/2023 | TIP | 50,452 | $5,423 | 12/31/2023 | Jaffetilchin Investment Partners LLC | 50,057 | $5,381 | 12/31/2023 | TIP | 50,057 | $5,381 | 12/31/2023 | Gray Wealth Management Inc. | 49,762 | $5,349 | 12/31/2023 | TIP | 49,762 | $5,349 | 12/31/2023 | Ascent Wealth Partners LLC | 49,642 | $5,336 | 12/31/2023 | TIP | 49,642 | $5,336 | 12/31/2023 | Independent Family Office LLC | 49,249 | $5,294 | 12/31/2023 | TIP | 49,249 | $5,294 | 12/31/2023 | Cetera Advisors LLC | 48,973 | $5,264 | 12/31/2023 | TIP | 48,973 | $5,264 | 12/31/2023 | Franklin Resources Inc. | 48,789 | $5,244 | 12/31/2023 | TIP | 48,789 | $5,244 | 12/31/2023 | Fairview Capital Investment Management LLC | 48,453 | $5,208 | 12/31/2023 | TIP | 48,453 | $5,208 | 12/31/2023 | Principal Securities Inc. | 48,254 | $5,187 | 12/31/2023 | TIP | 48,254 | $5,187 | 12/31/2023 | Treynor Bancshares Inc. | 47,969 | $5,156 | 12/31/2023 | TIP | 47,969 | $5,156 | 12/31/2023 | Steward Partners Investment Advisory LLC | 47,741 | $5,132 | 12/31/2023 | TIP | 47,741 | $5,132 | 12/31/2023 | Change Path LLC | 47,705 | $5,128 | 12/31/2023 | TIP | 47,705 | $5,128 | 12/31/2023 | Hirtle Callaghan & Co LLC | 47,646 | $5,121 | 12/31/2023 | TIP | 47,646 | $5,121 | 12/31/2023 | Sunbelt Securities Inc. | 46,008 | $4,945 | 12/31/2023 | TIP | 46,008 | $4,945 | 12/31/2023 | Alliancebernstein L.P. | 45,665 | $4,909 | 12/31/2023 | TIP | 45,665 | $4,909 | 12/31/2023 | Nomura Asset Management Co. Ltd. | 45,600 | $4,902 | 12/31/2023 | TIP | 45,600 | $4,902 | 12/31/2023 | Deutsche Bank AG | 45,303 | $4,870 | 12/31/2023 | TIP | 45,303 | $4,870 | 12/31/2023 | GWM Advisors LLC | 45,375 | $4,864 | 12/31/2023 | TIP | 45,375 | $4,864 | 12/31/2023 | Stablepoint Partners LLC | 44,920 | $4,828 | 12/31/2023 | TIP | 44,920 | $4,828 | 12/31/2023 | Heritage Trust Co | 44,502 | $4,784 | 12/31/2023 | TIP | 44,502 | $4,784 | 12/31/2023 | Adirondack Trust Co. | 45,809 | $4,751 | 09/30/2023 | TIP | 45,809 | $4,751 | 09/30/2023 | Sterling Investment Advisors LLC ADV | 43,887 | $4,718 | 12/31/2023 | TIP | 43,887 | $4,718 | 12/31/2023 | Slow Capital Inc. | 43,489 | $4,675 | 12/31/2023 | TIP | 43,489 | $4,675 | 12/31/2023 | Advisor Resource Council | 42,716 | $4,592 | 12/31/2023 | TIP | 42,716 | $4,592 | 12/31/2023 | Signature Wealth Management Group | 42,461 | $4,564 | 12/31/2023 | TIP | 42,461 | $4,564 | 12/31/2023 | Founders Financial Securities LLC | 42,421 | $4,560 | 12/31/2023 | TIP | 42,421 | $4,560 | 12/31/2023 | Sound Stewardship LLC | 41,213 | $4,430 | 12/31/2023 | TIP | 41,213 | $4,430 | 12/31/2023 | Bull Street Advisors LLC | 40,981 | $4,405 | 12/31/2023 | TIP | 40,981 | $4,405 | 12/31/2023 | Advisory Services Network LLC | 40,181 | $4,319 | 12/31/2023 | TIP | 40,181 | $4,319 | 12/31/2023 | Horst & Graben Wealth Management LLC | 40,009 | $4,301 | 12/31/2023 | TIP | 40,009 | $4,301 | 12/31/2023 | BCJ Capital Management LLC | 39,991 | $4,299 | 12/31/2023 | TIP | 39,991 | $4,299 | 12/31/2023 | Benchmark Investment Advisors LLC | 39,991 | $4,299 | 12/31/2023 | TIP | 39,991 | $4,299 | 12/31/2023 | Olympus Wealth Management LLC | 38,978 | $4,190 | 12/31/2023 | TIP | 38,978 | $4,190 | 12/31/2023 | Modera Wealth Management LLC | 38,516 | $4,140 | 12/31/2023 | TIP | 38,516 | $4,140 | 12/31/2023 | SigFig Wealth Management LLC | 38,148 | $4,086 | 12/31/2023 | TIP | 38,148 | $4,086 | 12/31/2023 | Comerica Securities Inc. | 38,913 | $4,036 | 09/30/2023 | TIP | 38,913 | $4,036 | 09/30/2023 | Guidance Point Advisors LLC | 37,304 | $4,010 | 12/31/2023 | TIP | 37,304 | $4,010 | 12/31/2023 | Brookstone Capital Management | 37,217 | $4,000 | 12/31/2023 | TIP | 37,217 | $4,000 | 12/31/2023 | Hsbc Holdings PLC | 37,052 | $3,983 | 12/31/2023 | TIP | 37,052 | $3,983 | 12/31/2023 | Larson Financial Group LLC | 36,410 | $3,914 | 12/31/2023 | TIP | 36,410 | $3,914 | 12/31/2023 | Windham Capital Management LLC | 35,720 | $3,840 | 12/31/2023 | TIP | 35,720 | $3,840 | 12/31/2023 | Insight Wealth Partners LLC | 35,663 | $3,833 | 12/31/2023 | TIP | 35,663 | $3,833 | 12/31/2023 | Money Concepts Capital Corp | 35,539 | $3,820 | 12/31/2023 | TIP | 35,539 | $3,820 | 12/31/2023 | Lodestar Private Asset Management LLC | 35,532 | $3,819 | 12/31/2023 | TIP | 35,532 | $3,819 | 12/31/2023 | Peak Financial Management Inc. | 35,287 | $3,793 | 12/31/2023 | TIP | 35,287 | $3,793 | 12/31/2023 | NBT Bank N A NY | 35,062 | $3,769 | 12/31/2023 | TIP | 35,062 | $3,769 | 12/31/2023 | TrinityPoint Wealth LLC | 33,208 | $3,569 | 12/31/2023 | TIP | 33,208 | $3,569 | 12/31/2023 | First Personal Financial Services | 33,162 | $3,565 | 12/31/2023 | TIP | 33,162 | $3,565 | 12/31/2023 | Sigma Investment Counselors Inc. | 33,146 | $3,563 | 12/31/2023 | TIP | 33,146 | $3,563 | 12/31/2023 | Foster & Motley Inc. | 33,124 | $3,560 | 12/31/2023 | TIP | 33,124 | $3,560 | 12/31/2023 | Beacon Pointe Advisors LLC | 32,951 | $3,542 | 12/31/2023 | TIP | 32,951 | $3,542 | 12/31/2023 | Fifth Third Bancorp | 32,784 | $3,524 | 12/31/2023 | TIP | 32,784 | $3,524 | 12/31/2023 | Bartlett & Co. LLC | 32,691 | $3,518 | 12/31/2023 | TIP | 32,691 | $3,518 | 12/31/2023 | Bartlett & CO. Wealth Management LLC | 32,691 | $3,518 | 12/31/2023 | TIP | 32,691 | $3,518 | 12/31/2023 | AMG National Trust Bank | 32,506 | $3,494 | 12/31/2023 | TIP | 32,506 | $3,494 | 12/31/2023 | Eqis Capital Management Inc. | 32,374 | $3,480 | 12/31/2023 | TIP | 32,374 | $3,480 | 12/31/2023 | Mutual Advisors LLC | 31,912 | $3,430 | 12/31/2023 | TIP | 31,912 | $3,430 | 12/31/2023 | Evergreen Capital Management LLC | 31,590 | $3,396 | 12/31/2023 | TIP | 31,590 | $3,396 | 12/31/2023 | Exencial Wealth Advisors LLC | 31,529 | $3,389 | 12/31/2023 | TIP | 31,529 | $3,389 | 12/31/2023 | Zhang Financial LLC | 30,499 | $3,278 | 12/31/2023 | TIP | 30,499 | $3,278 | 12/31/2023 | Atria Investments LLC | 30,468 | $3,275 | 12/31/2023 | TIP | 30,468 | $3,275 | 12/31/2023 | Fifth Third Securities Inc. | 30,366 | $3,264 | 12/31/2023 | TIP | 30,366 | $3,264 | 12/31/2023 | American Investment Services Inc. | 30,306 | $3,258 | 12/31/2023 | TIP | 30,306 | $3,258 | 12/31/2023 | The Manufacturers Life Insurance Company | 30,082 | $3,234 | 12/31/2023 | TIP | 30,082 | $3,234 | 12/31/2023 | Stokes Family Office LLC | 29,945 | $3,219 | 12/31/2023 | TIP | 29,945 | $3,219 | 12/31/2023 | Sumitomo Mitsui Financial Group Inc. | 29,896 | $3,214 | 12/31/2023 | TIP | 29,896 | $3,214 | 12/31/2023 | Financial & Tax Architects LLC | 29,713 | $3,194 | 12/31/2023 | TIP | 29,713 | $3,194 | 12/31/2023 | Sage Financial Group Inc. | 29,250 | $3,144 | 12/31/2023 | TIP | 29,250 | $3,144 | 12/31/2023 | Barclays PLC | 29,123 | $3,131 | 12/31/2023 | TIP | 29,123 | $3,131 | 12/31/2023 | Lake Hills Wealth Management LLC | 28,588 | $3,073 | 12/31/2023 | TIP | 28,588 | $3,073 | 12/31/2023 | Arete Wealth Advisors LLC | 28,296 | $3,042 | 12/31/2023 | TIP | 28,296 | $3,042 | 12/31/2023 | Kingsview Wealth Management LLC | 28,232 | $3,035 | 12/31/2023 | TIP | 28,232 | $3,035 | 12/31/2023 | Lido Advisors LLC | 27,400 | $2,945 | 12/31/2023 | TIP | 27,400 | $2,945 | 12/31/2023 | Strategic Financial Concepts LLC | 27,320 | $2,937 | 12/31/2023 | TIP | 27,320 | $2,937 | 12/31/2023 | Legal & General Group Plc | 26,970 | $2,899 | 12/31/2023 | TIP | 26,970 | $2,899 | 12/31/2023 | Perfromance Wealth Partners LLC | 26,480 | $2,846 | 12/31/2023 | TIP | 26,480 | $2,846 | 12/31/2023 | SRS Capital Advisors Inc. | 26,331 | $2,830 | 12/31/2023 | TIP | 26,331 | $2,830 | 12/31/2023 | Ronald Blue Trust Inc. | 27,268 | $2,828 | 12/31/2023 | TIP | 27,268 | $2,828 | 12/31/2023 | Bragg Financial Advisors Inc | 26,179 | $2,814 | 12/31/2023 | TIP | 26,179 | $2,814 | 12/31/2023 | Samalin Investment Counsel LLC | 25,855 | $2,779 | 12/31/2023 | TIP | 25,855 | $2,779 | 12/31/2023 | Putnam FL Investment Management Co. | 25,723 | $2,765 | 12/31/2023 | TIP | 25,723 | $2,765 | 12/31/2023 | Telemus Capital LLC | 25,662 | $2,758 | 12/31/2023 | TIP | 25,662 | $2,758 | 12/31/2023 | Portside Wealth Group LLC | 25,558 | $2,747 | 12/31/2023 | TIP | 25,558 | $2,747 | 12/31/2023 | Humankind Investments LLC | 25,500 | $2,741 | 12/31/2023 | TIP | 25,500 | $2,741 | 12/31/2023 | Financial Advocates Investment Management | 24,199 | $2,733 | 12/31/2023 | TIP | 24,199 | $2,733 | 12/31/2023 | Soltis Investment Advisors LLC | 25,310 | $2,721 | 12/31/2023 | TIP | 25,310 | $2,721 | 12/31/2023 | Nations Financial Group Inc. IA ADV | 25,281 | $2,717 | 12/31/2023 | TIP | 25,281 | $2,717 | 12/31/2023 | WBI Investments | 25,189 | $2,708 | 12/31/2023 | TIP | 25,189 | $2,708 | 12/31/2023 | Austin Private Wealth LLC | 25,109 | $2,699 | 12/31/2023 | TIP | 25,109 | $2,699 | 12/31/2023 | Wedbush Securities Inc. | 24,827 | $2,669 | 12/31/2023 | TIP | 24,827 | $2,669 | 12/31/2023 | Welch & Forbes LLC | 24,792 | $2,665 | 12/31/2023 | TIP | 24,792 | $2,665 | 12/31/2023 | Fermata Advisors LLC | 24,678 | $2,653 | 12/31/2023 | TIP | 24,678 | $2,653 | 12/31/2023 | Lincoln National Corp | 24,645 | $2,649 | 12/31/2023 | TIP | 24,645 | $2,649 | 12/31/2023 | CIBC World Markets Inc. | 24,624 | $2,647 | 12/31/2023 | TIP | 24,624 | $2,647 | 12/31/2023 | EP Wealth Advisors LLC | 24,311 | $2,613 | 12/31/2023 | TIP | 24,311 | $2,613 | 12/31/2023 | South State CORP. | 24,266 | $2,608 | 12/31/2023 | TIP | 24,266 | $2,608 | 12/31/2023 | Davis R M Inc. | 24,220 | $2,603 | 12/31/2023 | TIP | 24,220 | $2,603 | 12/31/2023 | Raymond James Trust N.A. | 24,150 | $2,596 | 12/31/2023 | TIP | 24,150 | $2,596 | 12/31/2023 | Greenwood Capital Associates LLC | 24,146 | $2,595 | 12/31/2023 | TIP | 24,146 | $2,595 | 12/31/2023 | Stock Yards Bank & Trust Co. | 24,028 | $2,583 | 12/31/2023 | TIP | 24,028 | $2,583 | 12/31/2023 | Snowden Capital Advisors LLC | 23,896 | $2,569 | 12/31/2023 | TIP | 23,896 | $2,569 | 12/31/2023 | Rosenberg Matthew Hamilton | 23,566 | $2,533 | 12/31/2023 | TIP | 23,566 | $2,533 | 12/31/2023 | Fortitude Family Office LLC | 23,444 | $2,520 | 12/31/2023 | TIP | 23,444 | $2,520 | 12/31/2023 | Edgestream Partners L.P. | 23,232 | $2,497 | 12/31/2023 | TIP | 23,232 | $2,497 | 12/31/2023 | Stephenson & Company Inc. | 23,151 | $2,489 | 12/31/2023 | TIP | 23,151 | $2,489 | 12/31/2023 | Lyell Wealth Management LP | 22,631 | $2,433 | 12/31/2023 | TIP | 22,631 | $2,433 | 12/31/2023 | Connable Office Inc. | 22,608 | $2,430 | 12/31/2023 | TIP | 22,608 | $2,430 | 12/31/2023 | Smith Moore & CO. | 22,380 | $2,406 | 12/31/2023 | TIP | 22,380 | $2,406 | 12/31/2023 | Verus Capital Partners LLC | 22,362 | $2,404 | 12/31/2023 | TIP | 22,362 | $2,404 | 12/31/2023 | Connectus Wealth LLC | 22,122 | $2,383 | 12/31/2023 | TIP | 22,122 | $2,383 | 12/31/2023 | Icon Wealth Partners LLC | 22,915 | $2,377 | 09/30/2023 | TIP | 22,915 | $2,377 | 09/30/2023 | WNY Asset Management LLC | 21,600 | $2,322 | 12/31/2023 | TIP | 21,600 | $2,322 | 12/31/2023 | Curran Financial Partners LLC | 21,802 | $2,321 | 12/31/2023 | TIP | 21,802 | $2,321 | 12/31/2023 | Impact Partnership Wealth LLC | 20,662 | $2,221 | 12/31/2023 | TIP | 20,662 | $2,221 | 12/31/2023 | National Asset Management Inc. | 20,486 | $2,202 | 12/31/2023 | TIP | 20,486 | $2,202 | 12/31/2023 | Invictus Private Wealth LLC | 20,354 | $2,188 | 12/31/2023 | TIP | 20,354 | $2,188 | 12/31/2023 | Stelac Advisory Services LLC | 20,336 | $2,186 | 12/31/2023 | TIP | 20,336 | $2,186 | 12/31/2023 | Focus Financial Network Inc. ADV | 20,291 | $2,181 | 12/31/2023 | TIP | 20,291 | $2,181 | 12/31/2023 | Visionary Wealth Advisors | 20,285 | $2,180 | 12/31/2023 | TIP | 20,285 | $2,180 | 12/31/2023 | Oliver Lagore Vanvalin Investment Group | 20,242 | $2,176 | 12/31/2023 | TIP | 20,242 | $2,176 | 12/31/2023 | Nwam LLC | 20,198 | $2,171 | 12/31/2023 | TIP | 20,198 | $2,171 | 12/31/2023 | Betterment LLC | 19,948 | $2,144 | 12/31/2023 | TIP | 19,948 | $2,144 | 12/31/2023 | Harbour Investments Inc. | 19,897 | $2,139 | 12/31/2023 | TIP | 19,897 | $2,139 | 12/31/2023 | Pine Valley Investments Ltd Liability Co | 19,853 | $2,134 | 12/31/2023 | TIP | 19,853 | $2,134 | 12/31/2023 | Ellis Investment Partners LLC | 19,797 | $2,128 | 12/31/2023 | TIP | 19,797 | $2,128 | 12/31/2023 | TI Trust Inc. | 19,773 | $2,125 | 12/31/2023 | TIP | 19,773 | $2,125 | 12/31/2023 | Fortune Financial Advisors LLC | 19,576 | $2,104 | 12/31/2023 | TIP | 19,576 | $2,104 | 12/31/2023 | Summit X LLC | 19,502 | $2,096 | 12/31/2023 | TIP | 19,502 | $2,096 | 12/31/2023 | Forefront Analytics LLC | 19,420 | $2,087 | 12/31/2023 | TIP | 19,420 | $2,087 | 12/31/2023 | Sigma Planning Corp | 19,185 | $2,062 | 12/31/2023 | TIP | 19,185 | $2,062 | 12/31/2023 | Darden Wealth Group Inc | 19,114 | $2,055 | 12/31/2023 | TIP | 19,114 | $2,055 | 12/31/2023 | OneAscent Financial Services LLC | 19,059 | $2,049 | 12/31/2023 | TIP | 19,059 | $2,049 | 12/31/2023 | SignalPoint Asset Management LLC | 19,047 | $2,047 | 12/31/2023 | TIP | 19,047 | $2,047 | 12/31/2023 | Alesco Advisors LLC | 19,037 | $2,046 | 12/31/2023 | TIP | 19,037 | $2,046 | 12/31/2023 | United Services Automobile Association | 18,788 | $2,020 | 12/31/2023 | TIP | 18,788 | $2,020 | 12/31/2023 | Massmutual Trust Co. FSB ADV | 18,762 | $2,017 | 12/31/2023 | TIP | 18,762 | $2,017 | 12/31/2023 | Wesbanco Bank Inc. | 18,566 | $1,996 | 12/31/2023 | TIP | 18,566 | $1,996 | 12/31/2023 | Oppenheimer & Co. Inc. | 18,553 | $1,994 | 12/31/2023 | TIP | 18,553 | $1,994 | 12/31/2023 | Northwest Wealth Management LLC | 18,553 | $1,994 | 12/31/2023 | TIP | 18,553 | $1,994 | 12/31/2023 | DMG Group LLC | 18,417 | $1,980 | 12/31/2023 | TIP | 18,417 | $1,980 | 12/31/2023 | PFG Investments LLC | 18,380 | $1,976 | 12/31/2023 | TIP | 18,380 | $1,976 | 12/31/2023 | City State Bank | 18,198 | $1,956 | 12/31/2023 | TIP | 18,198 | $1,956 | 12/31/2023 | Calton & Associates Inc. | 18,128 | $1,949 | 12/31/2023 | TIP | 18,128 | $1,949 | 12/31/2023 | Adviser Investments LLC | 18,036 | $1,939 | 12/31/2023 | TIP | 18,036 | $1,939 | 12/31/2023 | Blue Fin Capital Inc. | 18,018 | $1,937 | 12/31/2023 | TIP | 18,018 | $1,937 | 12/31/2023 | Koshinski Asset Management Inc. | 17,639 | $1,896 | 12/31/2023 | TIP | 17,639 | $1,896 | 12/31/2023 | Sterling Financial Planning Inc. | 17,587 | $1,890 | 12/31/2023 | TIP | 17,587 | $1,890 | 12/31/2023 | 1620 Investment Advisors Inc. | 17,512 | $1,882 | 12/31/2023 | TIP | 17,512 | $1,882 | 12/31/2023 | E&G Advisors LP | 17,450 | $1,875 | 12/31/2023 | TIP | 17,450 | $1,875 | 12/31/2023 | STA Wealth Management LLC | 17,269 | $1,856 | 12/31/2023 | TIP | 17,269 | $1,856 | 12/31/2023 | One Wealth Advisors LLC | 16,951 | $1,822 | 12/31/2023 | TIP | 16,951 | $1,822 | 12/31/2023 | KMG Fiduciary Partners LLC | 16,921 | $1,819 | 12/31/2023 | TIP | 16,921 | $1,819 | 12/31/2023 | Boston Private Wealth LLC | 16,916 | $1,818 | 12/31/2023 | TIP | 16,916 | $1,818 | 12/31/2023 | Courage Miller Partners LLC | 16,888 | $1,815 | 12/31/2023 | TIP | 16,888 | $1,815 | 12/31/2023 | TSA Wealth Managment LLC | 16,822 | $1,808 | 12/31/2023 | TIP | 16,822 | $1,808 | 12/31/2023 | Pflug Koory LLC | 16,811 | $1,807 | 12/31/2023 | TIP | 16,811 | $1,807 | 12/31/2023 | Capital Investment Advisors LLC | 16,787 | $1,804 | 12/31/2023 | TIP | 16,787 | $1,804 | 12/31/2023 | RFG Advisory LLC | 16,718 | $1,797 | 12/31/2023 | TIP | 16,718 | $1,797 | 12/31/2023 | Renaissance Technologies LLC | 16,600 | $1,784 | 12/31/2023 | TIP | 16,600 | $1,784 | 12/31/2023 | Jacobi Capital Management LLC | 16,567 | $1,781 | 12/31/2023 | TIP | 16,567 | $1,781 | 12/31/2023 | EisnerAmper Wealth Management Corporate Benefits LLC | 16,538 | $1,778 | 12/31/2023 | TIP | 16,538 | $1,778 | 12/31/2023 | Prospera Financial Services Inc | 16,513 | $1,775 | 12/31/2023 | TIP | 16,513 | $1,775 | 12/31/2023 | Dynamic Advisor Solutions LLC | 16,518 | $1,764 | 12/31/2023 | TIP | 16,518 | $1,764 | 12/31/2023 | Mount Yale Investment Advisors LLC | 16,391 | $1,762 | 12/31/2023 | TIP | 16,391 | $1,762 | 12/31/2023 | White Pine Capital LLC | 16,301 | $1,752 | 12/31/2023 | TIP | 16,301 | $1,752 | 12/31/2023 | Williams Financial LLC | 16,290 | $1,751 | 12/31/2023 | TIP | 16,290 | $1,751 | 12/31/2023 | Sandy Spring Bank | 16,224 | $1,744 | 12/31/2023 | TIP | 16,224 | $1,744 | 12/31/2023 | Mechanics Bank Trust Department | 16,195 | $1,741 | 12/31/2023 | TIP | 16,195 | $1,741 | 12/31/2023 | Procyon Private Wealth Partners LLC | 16,087 | $1,729 | 12/31/2023 | TIP | 16,087 | $1,729 | 12/31/2023 | Brighton Jones LLC | 16,067 | $1,727 | 12/31/2023 | TIP | 16,067 | $1,727 | 12/31/2023 | Apexium Financial LP | 15,966 | $1,716 | 12/31/2023 | TIP | 15,966 | $1,716 | 12/31/2023 | Integrated Advisors Network LLC | 15,834 | $1,702 | 12/31/2023 | TIP | 15,834 | $1,702 | 12/31/2023 | Park Place Capital Corp | 15,789 | $1,697 | 12/31/2023 | TIP | 15,789 | $1,697 | 12/31/2023 | Summit Financial LLC | 15,770 | $1,695 | 12/31/2023 | TIP | 15,770 | $1,695 | 12/31/2023 | Fund Evaluation Group LLC | 15,718 | $1,690 | 12/31/2023 | TIP | 15,718 | $1,690 | 12/31/2023 | Atomi Financial Group Inc. | 15,631 | $1,680 | 12/31/2023 | TIP | 15,631 | $1,680 | 12/31/2023 | FOCUS Wealth Advisors LLC | 15,444 | $1,660 | 12/31/2023 | TIP | 15,444 | $1,660 | 12/31/2023 | Csenge Advisory Group | 15,434 | $1,659 | 12/31/2023 | TIP | 15,434 | $1,659 | 12/31/2023 | Retirement Capital Strategies | 15,396 | $1,655 | 12/31/2023 | TIP | 15,396 | $1,655 | 12/31/2023 | Stratos Wealth Partners LTD. | 15,307 | $1,645 | 12/31/2023 | TIP | 15,307 | $1,645 | 12/31/2023 | Cullen Frost Bankers Inc. | 15,101 | $1,623 | 12/31/2023 | TIP | 15,101 | $1,623 | 12/31/2023 | Kovack Advisors Inc. | 15,088 | $1,622 | 12/31/2023 | TIP | 15,088 | $1,622 | 12/31/2023 | FFG Retirement Advisors LLC | 15,075 | $1,620 | 12/31/2023 | TIP | 15,075 | $1,620 | 12/31/2023 | Buttonwood Financial Group LLC | 14,879 | $1,599 | 12/31/2023 | TIP | 14,879 | $1,599 | 12/31/2023 | CPA Asset Management LLC | 14,692 | $1,579 | 12/31/2023 | TIP | 14,692 | $1,579 | 12/31/2023 | AdvisorNet Financial Inc | 14,628 | $1,572 | 12/31/2023 | TIP | 14,628 | $1,572 | 12/31/2023 | Advisory Alpha LLC | 14,559 | $1,565 | 12/31/2023 | TIP | 14,559 | $1,565 | 12/31/2023 | Willow Creek Wealth Management Inc. | 14,952 | $1,551 | 09/30/2023 | TIP | 14,952 | $1,551 | 09/30/2023 | American Financial Advisors LLC | 14,239 | $1,531 | 12/31/2023 | TIP | 14,239 | $1,531 | 12/31/2023 | FineMark National Bank & Trust | 13,995 | $1,504 | 12/31/2023 | TIP | 13,995 | $1,504 | 12/31/2023 | Courier Capital LLC | 13,931 | $1,497 | 12/31/2023 | TIP | 13,931 | $1,497 | 12/31/2023 | Wealthcare Advisory Partners LLC | 13,907 | $1,495 | 12/31/2023 | TIP | 13,907 | $1,495 | 12/31/2023 | Northern Trust Corp | 13,863 | $1,490 | 12/31/2023 | TIP | 13,863 | $1,490 | 12/31/2023 | Renasant Bank | 13,866 | $1,490 | 12/31/2023 | TIP | 13,866 | $1,490 | 12/31/2023 | Dorsey & Whitney Trust CO LLC | 13,854 | $1,489 | 12/31/2023 | TIP | 13,854 | $1,489 | 12/31/2023 | Shepherd Financial Partners LLC | 13,798 | $1,483 | 12/31/2023 | TIP | 13,798 | $1,483 | 12/31/2023 | Grey Fox Wealth Advisors LLC | 13,769 | $1,480 | 12/31/2023 | TIP | 13,769 | $1,480 | 12/31/2023 | Principal Financial Group Inc. | 13,460 | $1,447 | 12/31/2023 | TIP | 13,460 | $1,447 | 12/31/2023 | Keystone Financial Services | 13,464 | $1,447 | 12/31/2023 | TIP | 13,464 | $1,447 | 12/31/2023 | Strategic Blueprint LLC | 13,427 | $1,443 | 12/31/2023 | TIP | 13,427 | $1,443 | 12/31/2023 | Congress Wealth Management LLC DE | 13,346 | $1,435 | 12/31/2023 | TIP | 13,346 | $1,435 | 12/31/2023 | Synovus Financial Corp | 13,335 | $1,433 | 12/31/2023 | TIP | 13,335 | $1,433 | 12/31/2023 | Patton Albertson Miller Group LLC | 13,207 | $1,420 | 12/31/2023 | TIP | 13,207 | $1,420 | 12/31/2023 | TNF LLC | 13,192 | $1,414 | 12/31/2023 | TIP | 13,192 | $1,414 | 12/31/2023 | Pettinga Financial Advisors LLC | 13,116 | $1,410 | 12/31/2023 | TIP | 13,116 | $1,410 | 12/31/2023 | Vontobel Holding Ltd. | 13,051 | $1,403 | 12/31/2023 | TIP | 13,051 | $1,403 | 12/31/2023 | Global Retirement Partners LLC | 13,058 | $1,400 | 12/31/2023 | TIP | 13,058 | $1,400 | 12/31/2023 | Sovereign Financial Group Inc. | 12,971 | $1,394 | 12/31/2023 | TIP | 12,971 | $1,394 | 12/31/2023 | Financial Engines Advisors L.L.C. | 12,876 | $1,384 | 12/31/2023 | TIP | 12,876 | $1,384 | 12/31/2023 | Patriot Investment Management Inc. | 12,807 | $1,377 | 12/31/2023 | TIP | 12,807 | $1,377 | 12/31/2023 | City Holding Co. | 12,737 | $1,369 | 12/31/2023 | TIP | 12,737 | $1,369 | 12/31/2023 | Coppell Advisory Solutions LLC | 12,698 | $1,365 | 12/31/2023 | TIP | 12,698 | $1,365 | 12/31/2023 | Creative Capital Management Investments LLC | 12,658 | $1,361 | 12/31/2023 | TIP | 12,658 | $1,361 | 12/31/2023 | OLD National Bancorp IN | 12,607 | $1,355 | 12/31/2023 | TIP | 12,607 | $1,355 | 12/31/2023 | CMG Global Holdings LLC | 12,714 | $1,351 | 12/31/2023 | TIP | 12,714 | $1,351 | 12/31/2023 | Forthright Family Wealth Advisory LLC | 12,510 | $1,345 | 12/31/2023 | TIP | 12,510 | $1,345 | 12/31/2023 | Prosperity Planning Inc. | 12,495 | $1,343 | 12/31/2023 | TIP | 12,495 | $1,343 | 12/31/2023 | Alliance Wealth Advisors LLC UT | 12,343 | $1,327 | 12/31/2023 | TIP | 12,343 | $1,327 | 12/31/2023 | BOS Asset Management LLC | 12,340 | $1,326 | 12/31/2023 | TIP | 12,340 | $1,326 | 12/31/2023 | Sawtooth Solutions LLC | 12,165 | $1,308 | 12/31/2023 | TIP | 12,165 | $1,308 | 12/31/2023 | J.W. Cole Advisors Inc. | 12,147 | $1,306 | 12/31/2023 | TIP | 12,147 | $1,306 | 12/31/2023 | Schwallier Wealth Management LLC | 12,090 | $1,301 | 12/31/2023 | TIP | 12,090 | $1,301 | 12/31/2023 | Cedar Brook Financial Partners LLC | 12,071 | $1,296 | 12/31/2023 | TIP | 12,071 | $1,296 | 12/31/2023 | Norway Savings Bank | 11,995 | $1,289 | 12/31/2023 | TIP | 11,995 | $1,289 | 12/31/2023 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 11,975 | $1,287 | 12/31/2023 | TIP | 11,975 | $1,287 | 12/31/2023 | IPG Investment Advisors LLC | 11,959 | $1,285 | 12/31/2023 | TIP | 11,959 | $1,285 | 12/31/2023 | Glass Jacobson Investment Advisors llc | 11,951 | $1,285 | 12/31/2023 | TIP | 11,951 | $1,285 | 12/31/2023 | Ellenbecker Investment Group | 11,950 | $1,284 | 12/31/2023 | TIP | 11,950 | $1,284 | 12/31/2023 | Arcataur Capital Management LLC | 11,909 | $1,280 | 12/31/2023 | TIP | 11,909 | $1,280 | 12/31/2023 | WealthSpring Partners LLC | 12,254 | $1,271 | 09/30/2023 | TIP | 12,254 | $1,271 | 09/30/2023 | Nikulski Financial Inc. | 11,795 | $1,268 | 12/31/2023 | TIP | 11,795 | $1,268 | 12/31/2023 | Cliftonlarsonallen Wealth Advisors LLC | 11,631 | $1,250 | 12/31/2023 | TIP | 11,631 | $1,250 | 12/31/2023 | Topel & Distasi Wealth Management LLC | 11,617 | $1,249 | 12/31/2023 | TIP | 11,617 | $1,249 | 12/31/2023 | Safeguard Investment Advisory Group LLC | 11,612 | $1,248 | 12/31/2023 | TIP | 11,612 | $1,248 | 12/31/2023 | Cordant Inc. | 11,556 | $1,242 | 12/31/2023 | TIP | 11,556 | $1,242 | 12/31/2023 | Tilia Fiduciary Partners Inc. | 11,490 | $1,235 | 12/31/2023 | TIP | 11,490 | $1,235 | 12/31/2023 | Sepio Capital LP | 11,410 | $1,226 | 12/31/2023 | TIP | 11,410 | $1,226 | 12/31/2023 | Guidance Capital Inc. | 11,319 | $1,215 | 12/31/2023 | TIP | 11,319 | $1,215 | 12/31/2023 | Sykon Capital LLC | 11,280 | $1,212 | 12/31/2023 | TIP | 11,280 | $1,212 | 12/31/2023 | Proequities Inc. | 11,219 | $1,206 | 12/31/2023 | TIP | 11,219 | $1,206 | 12/31/2023 | Stone Point Wealth LLC | 11,196 | $1,203 | 12/31/2023 | TIP | 11,196 | $1,203 | 12/31/2023 | RSM US Wealth Management LLC | 11,171 | $1,201 | 12/31/2023 | TIP | 11,171 | $1,201 | 12/31/2023 | 180 Wealth Advisors LLC | 11,183 | $1,200 | 12/31/2023 | TIP | 11,183 | $1,200 | 12/31/2023 | Buckingham Strategic Partners | 11,153 | $1,199 | 12/31/2023 | TIP | 11,153 | $1,199 | 12/31/2023 | Sowell Financial Services LLC | 11,128 | $1,196 | 12/31/2023 | TIP | 11,128 | $1,196 | 12/31/2023 | Kestra Private Wealth Services LLC | 11,117 | $1,195 | 12/31/2023 | TIP | 11,117 | $1,195 | 12/31/2023 | Windsor Capital Management LLC | 11,080 | $1,191 | 12/31/2023 | TIP | 11,080 | $1,191 | 12/31/2023 | Savant Capital LLC | 11,074 | $1,190 | 12/31/2023 | TIP | 11,074 | $1,190 | 12/31/2023 | Red Wave Investments LLC | 11,064 | $1,189 | 12/31/2023 | TIP | 11,064 | $1,189 | 12/31/2023 | Busey Wealth Management | 11,004 | $1,183 | 12/31/2023 | TIP | 11,004 | $1,183 | 12/31/2023 | Peregrine Asset Advisers Inc. | 10,966 | $1,179 | 12/31/2023 | TIP | 10,966 | $1,179 | 12/31/2023 | Gryphon Financial Partners LLC | 10,900 | $1,172 | 12/31/2023 | TIP | 10,900 | $1,172 | 12/31/2023 | IVC Wealth Advisors LLC | 10,878 | $1,169 | 12/31/2023 | TIP | 10,878 | $1,169 | 12/31/2023 | Corepath Wealth Partners LLC | 10,920 | $1,166 | 12/31/2023 | TIP | 10,920 | $1,166 | 12/31/2023 | O ROURKE & COMPANY Inc | 10,772 | $1,158 | 12/31/2023 | TIP | 10,772 | $1,158 | 12/31/2023 | Simon Quick Advisors LLC | 10,764 | $1,157 | 12/31/2023 | TIP | 10,764 | $1,157 | 12/31/2023 | LifeGuide Financial Advisors LLC | 10,718 | $1,152 | 12/31/2023 | TIP | 10,718 | $1,152 | 12/31/2023 | Farther Finance Advisors LLC | 10,652 | $1,145 | 12/31/2023 | TIP | 10,652 | $1,145 | 12/31/2023 | Biondo Investment Advisors LLC | 10,560 | $1,135 | 12/31/2023 | TIP | 10,560 | $1,135 | 12/31/2023 | Benjamin F. Edwards & Company Inc. | 10,528 | $1,132 | 12/31/2023 | TIP | 10,528 | $1,132 | 12/31/2023 | Parker Financial LLC | 10,335 | $1,111 | 12/31/2023 | TIP | 10,335 | $1,111 | 12/31/2023 | Atwater Malick LLC | 10,288 | $1,106 | 12/31/2023 | TIP | 10,288 | $1,106 | 12/31/2023 | First Hawaiian Bank | 10,153 | $1,091 | 12/31/2023 | TIP | 10,153 | $1,091 | 12/31/2023 | West Wealth Group LLC | 9,916 | $1,066 | 12/31/2023 | TIP | 9,916 | $1,066 | 12/31/2023 | Ameritas Advisory Services LLC | 9,947 | $1,062 | 12/31/2023 | TIP | 9,947 | $1,062 | 12/31/2023 | Latitude Advisors LLC | 9,737 | $1,047 | 12/31/2023 | TIP | 9,737 | $1,047 | 12/31/2023 | High Falls Advisors Inc | 9,708 | $1,043 | 12/31/2023 | TIP | 9,708 | $1,043 | 12/31/2023 | Tyche Wealth Partners LLC | 9,616 | $1,034 | 12/31/2023 | TIP | 9,616 | $1,034 | 12/31/2023 | Pinnacle Associates Ltd. | 9,506 | $1,022 | 12/31/2023 | TIP | 9,506 | $1,022 | 12/31/2023 | Colony Group LLC | 9,837 | $1,020 | 09/30/2023 | TIP | 9,837 | $1,020 | 09/30/2023 | Shayne & CO. LLC | 9,440 | $1,015 | 12/31/2023 | TIP | 9,440 | $1,015 | 12/31/2023 | Icon Wealth Advisors LLC | 9,349 | $1,005 | 12/31/2023 | TIP | 9,349 | $1,005 | 12/31/2023 | Palisade Asset Management LLC | 9,337 | $1,004 | 12/31/2023 | TIP | 9,337 | $1,004 | 12/31/2023 | IHT Wealth Management LLC | 9,345 | $1,004 | 12/31/2023 | TIP | 9,345 | $1,004 | 12/31/2023 | Pathstone Holdings LLC | 9,197 | $989 | 12/31/2023 | TIP | 9,197 | $989 | 12/31/2023 | AWM Capital LLC | 9,118 | $980 | 12/31/2023 | TIP | 9,118 | $980 | 12/31/2023 | JNB Advisors LLC | 9,050 | $973 | 12/31/2023 | TIP | 9,050 | $973 | 12/31/2023 | Cresset Asset Management LLC | 9,039 | $972 | 12/31/2023 | TIP | 9,039 | $972 | 12/31/2023 | PAX Financial Group LLC | 9,050 | $964 | 12/31/2023 | TIP | 9,050 | $964 | 12/31/2023 | Bigelow Investment Advisors LLC | 8,925 | $959 | 12/31/2023 | TIP | 8,925 | $959 | 12/31/2023 | Scotia Capital Inc. | 8,897 | $956 | 12/31/2023 | TIP | 8,897 | $956 | 12/31/2023 | Aviance Capital Partners LLC | 8,888 | $955 | 12/31/2023 | TIP | 8,888 | $955 | 12/31/2023 | Liberty Wealth Management LLC | 8,874 | $954 | 12/31/2023 | TIP | 8,874 | $954 | 12/31/2023 | Centered Wealth LLC dba Miller Equity Capital Advisors | 8,875 | $954 | 12/31/2023 | TIP | 8,875 | $954 | 12/31/2023 | Madden Advisory Services Inc. | 8,857 | $952 | 12/31/2023 | TIP | 8,857 | $952 | 12/31/2023 | Michael B. Yongue | 8,856 | $952 | 12/31/2023 | TIP | 8,856 | $952 | 12/31/2023 | Summit Trail Advisors LLC | 8,779 | $944 | 12/31/2023 | TIP | 8,779 | $944 | 12/31/2023 | Chapin Davis Inc. | 8,674 | $932 | 12/31/2023 | TIP | 8,674 | $932 | 12/31/2023 | Keel Point LLC | 8,642 | $929 | 12/31/2023 | TIP | 8,642 | $929 | 12/31/2023 | Chemistry Wealth Management LLC | 8,612 | $926 | 12/31/2023 | TIP | 8,612 | $926 | 12/31/2023 | Apeiron RIA LLC | 8,579 | $922 | 12/31/2023 | TIP | 8,579 | $922 | 12/31/2023 | Seldon Capital LP | 8,515 | $915 | 12/31/2023 | TIP | 8,515 | $915 | 12/31/2023 | Cardiff Park Advisors LLC | 8,499 | $914 | 12/31/2023 | TIP | 8,499 | $914 | 12/31/2023 | Alpha Cubed Investments LLC | 8,484 | $912 | 12/31/2023 | TIP | 8,484 | $912 | 12/31/2023 | Sharkey Howes & Javer | 8,488 | $912 | 12/31/2023 | TIP | 8,488 | $912 | 12/31/2023 | Gill Capital Partners LLC | 8,459 | $909 | 12/31/2023 | TIP | 8,459 | $909 | 12/31/2023 | Upper Left Wealth Management LLC | 8,431 | $906 | 12/31/2023 | TIP | 8,431 | $906 | 12/31/2023 | Pathstone Family Office LLC | 8,713 | $904 | 09/30/2023 | TIP | 8,713 | $904 | 09/30/2023 | Florin Court Capital LLP | 8,400 | $903 | 12/31/2023 | TIP | 8,400 | $903 | 12/31/2023 | Shared Vision Wealth Group LLC | 8,390 | $902 | 12/31/2023 | TIP | 8,390 | $902 | 12/31/2023 | Chesapeake Capital Corp IL | 8,378 | $901 | 12/31/2023 | TIP | 8,378 | $901 | 12/31/2023 | Legacy Financial Group LLC | 8,341 | $897 | 12/31/2023 | TIP | 8,341 | $897 | 12/31/2023 | Quotient Wealth Partners LLC | 8,303 | $892 | 12/31/2023 | TIP | 8,303 | $892 | 12/31/2023 | SILVER OAK SECURITIES Inc | 8,197 | $881 | 12/31/2023 | TIP | 8,197 | $881 | 12/31/2023 | Tiemann Investment Advisors LLC | 8,200 | $881 | 12/31/2023 | TIP | 8,200 | $881 | 12/31/2023 | Addison Capital Co | 8,160 | $877 | 12/31/2023 | TIP | 8,160 | $877 | 12/31/2023 | Baker Tilly Financial LLC | 8,150 | $876 | 12/31/2023 | TIP | 8,150 | $876 | 12/31/2023 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 8,144 | $875 | 12/31/2023 | TIP | 8,144 | $875 | 12/31/2023 | Planned Solutions Inc. | 8,137 | $875 | 12/31/2023 | TIP | 8,137 | $875 | 12/31/2023 | Interactive Financial Advisors | 8,117 | $872 | 12/31/2023 | TIP | 8,117 | $872 | 12/31/2023 | Duncker Streett & Co. Inc. | 8,063 | $867 | 12/31/2023 | TIP | 8,063 | $867 | 12/31/2023 | SeaCrest Wealth Management LLC | 8,092 | $864 | 12/31/2023 | TIP | 8,092 | $864 | 12/31/2023 | Signature Securities Group Corporation | 8,025 | $863 | 12/31/2023 | TIP | 8,025 | $863 | 12/31/2023 | Banco BTG Pactual S.A. | | $861 | 12/31/2023 | Call | 8,000 | $861 | 12/31/2023 | Kingfisher Capital LLC | 7,996 | $859 | 12/31/2023 | TIP | 7,996 | $859 | 12/31/2023 | Grandview Asset Management LLC | 7,972 | $857 | 12/31/2023 | TIP | 7,972 | $857 | 12/31/2023 | Actinver Wealth Management Inc. | 7,948 | $854 | 12/31/2023 | TIP | 7,948 | $854 | 12/31/2023 | Silverlake Wealth Management LLC | 7,863 | $845 | 12/31/2023 | TIP | 7,863 | $845 | 12/31/2023 | Charter Trust Co. | 7,840 | $843 | 12/31/2023 | TIP | 7,840 | $843 | 12/31/2023 | ProVise Management Group LLC | 7,795 | $838 | 12/31/2023 | TIP | 7,795 | $838 | 12/31/2023 | Trust Co. of Vermont | 7,707 | $828 | 12/31/2023 | TIP | 7,707 | $828 | 12/31/2023 | TRUE Private Wealth Advisors | 7,696 | $827 | 12/31/2023 | TIP | 7,696 | $827 | 12/31/2023 | Napa Wealth Management | 7,686 | $826 | 12/31/2023 | TIP | 7,686 | $826 | 12/31/2023 | Castleview Partners LLC | 7,674 | $825 | 12/31/2023 | TIP | 7,674 | $825 | 12/31/2023 | Private Harbour Investment Management & Counsel LLC | 7,625 | $820 | 12/31/2023 | TIP | 7,625 | $820 | 12/31/2023 | Fagan Associates Inc. | 7,603 | $817 | 12/31/2023 | TIP | 7,603 | $817 | 12/31/2023 | Bay Harbor Wealth Management LLC | 7,483 | $804 | 12/31/2023 | TIP | 7,483 | $804 | 12/31/2023 | Fisher Asset Management LLC | 7,346 | $790 | 12/31/2023 | TIP | 7,346 | $790 | 12/31/2023 | Bath Savings Trust Co | 7,345 | $790 | 12/31/2023 | TIP | 7,345 | $790 | 12/31/2023 | Flagship Harbor Advisors LLC | 7,230 | $777 | 12/31/2023 | TIP | 7,230 | $777 | 12/31/2023 | WealthShield Partners LLC | 7,221 | $776 | 12/31/2023 | TIP | 7,221 | $776 | 12/31/2023 | Kingswood Wealth Advisors LLC | 7,215 | $776 | 12/31/2023 | TIP | 7,215 | $776 | 12/31/2023 | Beacon Financial Group | 7,187 | $773 | 12/31/2023 | TIP | 7,187 | $773 | 12/31/2023 | First National Corp MA ADV | 7,139 | $767 | 12/31/2023 | TIP | 7,139 | $767 | 12/31/2023 | SageView Advisory Group LLC | 7,141 | $765 | 12/31/2023 | TIP | 7,141 | $765 | 12/31/2023 | Atlas Brown Inc. | 7,050 | $758 | 12/31/2023 | TIP | 7,050 | $758 | 12/31/2023 | Banque Pictet & Cie SA | 7,050 | $758 | 12/31/2023 | TIP | 7,050 | $758 | 12/31/2023 | Cornerstone Wealth Management LLC | 7,024 | $755 | 12/31/2023 | TIP | 7,024 | $755 | 12/31/2023 | RPg Family Wealth Advisory LLC | 6,993 | $752 | 12/31/2023 | TIP | 6,993 | $752 | 12/31/2023 | Stephens Inc. AR | 6,975 | $750 | 12/31/2023 | TIP | 6,975 | $750 | 12/31/2023 | SilverOak Wealth Management LLC | 6,944 | $746 | 12/31/2023 | TIP | 6,944 | $746 | 12/31/2023 | DAVENPORT & Co LLC | 6,912 | $743 | 12/31/2023 | TIP | 6,912 | $743 | 12/31/2023 | RVW Wealth LLC | 6,905 | $742 | 12/31/2023 | TIP | 6,905 | $742 | 12/31/2023 | Invst LLC | 6,936 | $741 | 12/31/2023 | TIP | 6,936 | $741 | 12/31/2023 | True Vision MN LLC | 6,867 | $738 | 12/31/2023 | TIP | 6,867 | $738 | 12/31/2023 | Simplicity Wealth LLC | 6,843 | $736 | 12/31/2023 | TIP | 6,843 | $736 | 12/31/2023 | McAdam LLC | 6,814 | $732 | 12/31/2023 | TIP | 6,814 | $732 | 12/31/2023 | Van Strum & Towne Inc. | 6,755 | $726 | 12/31/2023 | TIP | 6,755 | $726 | 12/31/2023 | Lpwm LLC | 6,754 | $721 | 12/31/2023 | TIP | 6,754 | $721 | 12/31/2023 | Mathes Company Inc. | 6,700 | $720 | 12/31/2023 | TIP | 6,700 | $720 | 12/31/2023 | Gladstone Institutional Advisory LLC | 6,687 | $719 | 12/31/2023 | TIP | 6,687 | $719 | 12/31/2023 | Old Port Advisors | 6,901 | $716 | 09/30/2023 | TIP | 6,901 | $716 | 09/30/2023 | Wintrust Investments LLC | 6,641 | $714 | 12/31/2023 | TIP | 6,641 | $714 | 12/31/2023 | FinTrust Capital Advisors LLC | 6,622 | $712 | 12/31/2023 | TIP | 6,622 | $712 | 12/31/2023 | Stratos Wealth Advisors LLC | 6,610 | $711 | 12/31/2023 | TIP | 6,610 | $711 | 12/31/2023 | Sonata Capital Group Inc. | 6,600 | $709 | 12/31/2023 | TIP | 6,600 | $709 | 12/31/2023 | Parkside Financial Bank & Trust | 6,566 | $706 | 12/31/2023 | TIP | 6,566 | $706 | 12/31/2023 | IFP Advisors Inc | 6,551 | $704 | 12/31/2023 | TIP | 6,551 | $704 | 12/31/2023 | Marshall Financial Group Inc. ADV | 6,529 | $702 | 12/31/2023 | TIP | 6,529 | $702 | 12/31/2023 | Ameritas Investment Partners Inc. | 6,528 | $702 | 12/31/2023 | TIP | 6,528 | $702 | 12/31/2023 | Pensionmark Financial Group LLC | 6,527 | $702 | 12/31/2023 | TIP | 6,527 | $702 | 12/31/2023 | WealthTrust Axiom LLC | 6,500 | $699 | 12/31/2023 | TIP | 6,500 | $699 | 12/31/2023 | Apollon Wealth Management LLC | 6,467 | $695 | 12/31/2023 | TIP | 6,467 | $695 | 12/31/2023 | Ameraudi Asset Management Inc. | 6,441 | $692 | 12/31/2023 | TIP | 6,441 | $692 | 12/31/2023 | Ironwood Investment Counsel LLC | 6,404 | $688 | 12/31/2023 | TIP | 6,404 | $688 | 12/31/2023 | Dfpg Investments LLC | 6,388 | $687 | 12/31/2023 | TIP | 6,388 | $687 | 12/31/2023 | Gibson Capital LLC | 6,364 | $684 | 12/31/2023 | TIP | 6,364 | $684 | 12/31/2023 | Peninsula Wealth LLC | 6,339 | $681 | 12/31/2023 | TIP | 6,339 | $681 | 12/31/2023 | Apella Capital LLC | 6,364 | $681 | 12/31/2023 | TIP | 6,364 | $681 | 12/31/2023 | First American Trust FSB | 6,240 | $671 | 12/31/2023 | TIP | 6,240 | $671 | 12/31/2023 | Coastal Investment Advisors Inc. | 6,240 | $671 | 12/31/2023 | TIP | 6,240 | $671 | 12/31/2023 | Merit Financial Group LLC | 6,191 | $665 | 12/31/2023 | TIP | 6,191 | $665 | 12/31/2023 | Gould Asset Management LLC CA | 6,162 | $662 | 12/31/2023 | TIP | 6,162 | $662 | 12/31/2023 | WealthBridge Capital Management LLC | 6,155 | $662 | 12/31/2023 | TIP | 6,155 | $662 | 12/31/2023 | Creative Financial Designs Inc. ADV | 6,101 | $656 | 12/31/2023 | TIP | 6,101 | $656 | 12/31/2023 | Parsons Capital Management Inc. RI | 6,101 | $656 | 12/31/2023 | TIP | 6,101 | $656 | 12/31/2023 | IFG Advisory LLC | 6,057 | $651 | 12/31/2023 | TIP | 6,057 | $651 | 12/31/2023 | Mine & Arao Wealth Creation & Management LLC. | 6,029 | $648 | 12/31/2023 | TIP | 6,029 | $648 | 12/31/2023 | Modern Wealth Management LLC | 6,030 | $648 | 12/31/2023 | TIP | 6,030 | $648 | 12/31/2023 | Ambassador Advisors LLC | 6,050 | $644 | 12/31/2023 | TIP | 6,050 | $644 | 12/31/2023 | Regions Financial Corp | 5,948 | $639 | 12/31/2023 | TIP | 5,948 | $639 | 12/31/2023 | Ancora Advisors LLC | 5,943 | $639 | 12/31/2023 | TIP | 5,943 | $639 | 12/31/2023 | Two Sigma Investments LP | 5,930 | $637 | 12/31/2023 | TIP | 5,930 | $637 | 12/31/2023 | Wealth Quarterback LLC | 5,921 | $636 | 12/31/2023 | TIP | 5,921 | $636 | 12/31/2023 | Fort Washington Investment Advisors Inc. OH | 5,905 | $635 | 12/31/2023 | TIP | 5,905 | $635 | 12/31/2023 | Summitry LLC | 5,892 | $633 | 12/31/2023 | TIP | 5,892 | $633 | 12/31/2023 | Coastline Trust Co | 5,842 | $628 | 12/31/2023 | TIP | 5,842 | $628 | 12/31/2023 | Cutter & CO Brokerage Inc. | 5,794 | $623 | 12/31/2023 | TIP | 5,794 | $623 | 12/31/2023 | Moors & Cabot Inc. | 5,767 | $620 | 12/31/2023 | TIP | 5,767 | $620 | 12/31/2023 | LexAurum Advisors LLC | 5,771 | $620 | 12/31/2023 | TIP | 5,771 | $620 | 12/31/2023 | Flaharty Asset Management LLC | 5,691 | $612 | 12/31/2023 | TIP | 5,691 | $612 | 12/31/2023 | Journey Advisory Group LLC | 5,662 | $609 | 12/31/2023 | TIP | 5,662 | $609 | 12/31/2023 | Mosley Wealth Management | 5,647 | $607 | 12/31/2023 | TIP | 5,647 | $607 | 12/31/2023 | Cubic Asset Management LLC | 5,592 | $601 | 12/31/2023 | TIP | 5,592 | $601 | 12/31/2023 | Regal Investment Advisors LLC | 5,592 | $601 | 12/31/2023 | TIP | 5,592 | $601 | 12/31/2023 | Garner Asset Management Corp | 5,643 | $601 | 12/31/2023 | TIP | 5,643 | $601 | 12/31/2023 | FirstPurpose Wealth LLC | 5,798 | $601 | 09/30/2023 | TIP | 5,798 | $601 | 09/30/2023 | Consolidated Portfolio Review Corp | 5,578 | $600 | 12/31/2023 | TIP | 5,578 | $600 | 12/31/2023 | Oxford Financial Group Ltd. | 5,563 | $598 | 12/31/2023 | TIP | 5,563 | $598 | 12/31/2023 | JB Capital LLC | 5,523 | $594 | 12/31/2023 | TIP | 5,523 | $594 | 12/31/2023 | Rosenblum Silverman Sutton S F Inc. CA | 5,510 | $592 | 12/31/2023 | TIP | 5,510 | $592 | 12/31/2023 | Derbend Asset Management | 5,498 | $591 | 12/31/2023 | TIP | 5,498 | $591 | 12/31/2023 | AllSquare Wealth Management LLC | 5,479 | $589 | 12/31/2023 | TIP | 5,479 | $589 | 12/31/2023 | Cambria Investment Management L.P. | 5,441 | $585 | 12/31/2023 | TIP | 5,441 | $585 | 12/31/2023 | Colony Group LLC | 5,421 | $583 | 12/31/2023 | TIP | 5,421 | $583 | 12/31/2023 | NBC Securities Inc. | 5,399 | $580 | 12/31/2023 | TIP | 5,399 | $580 | 12/31/2023 | EFG Asset Management Americas Corp. | 5,387 | $579 | 12/31/2023 | TIP | 5,387 | $579 | 12/31/2023 | FC Advisory LLC | 5,369 | $577 | 12/31/2023 | TIP | 5,369 | $577 | 12/31/2023 | Centurion Wealth Management LLC | 5,371 | $577 | 12/31/2023 | TIP | 5,371 | $577 | 12/31/2023 | My Legacy Advisors LLC | 5,349 | $574 | 12/31/2023 | TIP | 5,349 | $574 | 12/31/2023 | AAFMAA Wealth Management & Trust LLC | 5,309 | $571 | 12/31/2023 | TIP | 5,309 | $571 | 12/31/2023 | Cape Cod Five Cents Savings Bank | 5,300 | $570 | 12/31/2023 | TIP | 5,300 | $570 | 12/31/2023 | Clear Investment Research LLC | 5,302 | $570 | 12/31/2023 | TIP | 5,302 | $570 | 12/31/2023 | Hardy Reed LLC | 5,301 | $570 | 12/31/2023 | TIP | 5,301 | $570 | 12/31/2023 | J. W. Coons Advisors LLC | 5,295 | $569 | 12/31/2023 | TIP | 5,295 | $569 | 12/31/2023 | Level Four Advisory Services LLC | 5,266 | $566 | 12/31/2023 | TIP | 5,266 | $566 | 12/31/2023 | Transcend Wealth Collective LLC | 5,230 | $562 | 12/31/2023 | TIP | 5,230 | $562 | 12/31/2023 | Baldwin Investment Management LLC | 5,200 | $559 | 12/31/2023 | TIP | 5,200 | $559 | 12/31/2023 | Copperleaf Capital LLC | 5,194 | $558 | 12/31/2023 | TIP | 5,194 | $558 | 12/31/2023 | Archvest Wealth Advisors Inc. | 5,185 | $557 | 12/31/2023 | TIP | 5,185 | $557 | 12/31/2023 | Penobscot Investment Management Company Inc. | 5,171 | $556 | 12/31/2023 | TIP | 5,171 | $556 | 12/31/2023 | Patriot Financial Group Insurance Agency LLC | 5,171 | $556 | 12/31/2023 | TIP | 5,171 | $556 | 12/31/2023 | WFA of San Diego LLC | 5,316 | $551 | 09/30/2023 | TIP | 5,316 | $551 | 09/30/2023 | Alhambra Investment Partners LLC | 5,119 | $550 | 12/31/2023 | TIP | 5,119 | $550 | 12/31/2023 | Oder Investment Management LLC | 5,107 | $549 | 12/31/2023 | TIP | 5,107 | $549 | 12/31/2023 | American Trust | 5,117 | $549 | 12/31/2023 | TIP | 5,117 | $549 | 12/31/2023 | International Assets Investment Management LLC | 5,099 | $548 | 12/31/2023 | TIP | 5,099 | $548 | 12/31/2023 | Elm Partners Management LLC | 5,068 | $545 | 12/31/2023 | TIP | 5,068 | $545 | 12/31/2023 | Wall Street Access Asset Management LLC | 5,000 | $537 | 12/31/2023 | TIP | 5,000 | $537 | 12/31/2023 | Signet Financial Management LLC | 4,927 | $530 | 12/31/2023 | TIP | 4,927 | $530 | 12/31/2023 | RS Crum Inc. | 4,898 | $527 | 12/31/2023 | TIP | 4,898 | $527 | 12/31/2023 | Pekin Hardy Strauss Inc. | 4,898 | $526 | 12/31/2023 | TIP | 4,898 | $526 | 12/31/2023 | Day & Ennis LLC | 4,895 | $526 | 12/31/2023 | TIP | 4,895 | $526 | 12/31/2023 | Headinvest LLC | 4,784 | $514 | 12/31/2023 | TIP | 4,784 | $514 | 12/31/2023 | Pinnacle Financial Group LLC IL | 4,769 | $513 | 12/31/2023 | TIP | 4,769 | $513 | 12/31/2023 | Mission Creek Capital Partners Inc. | 4,761 | $512 | 12/31/2023 | TIP | 4,761 | $512 | 12/31/2023 | Financial Network Wealth Advisors LLC | 4,750 | $511 | 12/31/2023 | TIP | 4,750 | $511 | 12/31/2023 | SMH Capital Advisors Inc. | 4,744 | $510 | 12/31/2023 | TIP | 4,744 | $510 | 12/31/2023 | Angeles Wealth Management LLC | 4,743 | $510 | 12/31/2023 | TIP | 4,743 | $510 | 12/31/2023 | Ballentine Partners LLC | 4,736 | $509 | 12/31/2023 | TIP | 4,736 | $509 | 12/31/2023 | Divergent Wealth Advisors LLC | 4,732 | $509 | 12/31/2023 | TIP | 4,732 | $509 | 12/31/2023 | HB Wealth Management LLC | 4,723 | $508 | 12/31/2023 | TIP | 4,723 | $508 | 12/31/2023 | Chesley Taft & Associates LLC | 4,721 | $507 | 12/31/2023 | TIP | 4,721 | $507 | 12/31/2023 | RDA Financial Network | 4,718 | $507 | 12/31/2023 | TIP | 4,718 | $507 | 12/31/2023 | PFG Advisors | 4,685 | $504 | 12/31/2023 | TIP | 4,685 | $504 | 12/31/2023 | Spectrum Wealth Counsel LLC | 4,649 | $500 | 12/31/2023 | TIP | 4,649 | $500 | 12/31/2023 | Carnegie Capital Asset Management LLC | 4,634 | $498 | 12/31/2023 | TIP | 4,634 | $498 | 12/31/2023 | Ieq Capital LLC | 4,611 | $496 | 12/31/2023 | TIP | 4,611 | $496 | 12/31/2023 | Walker Asset Management LLC | 4,601 | $495 | 12/31/2023 | TIP | 4,601 | $495 | 12/31/2023 | Park Edge Advisors LLC | 4,588 | $493 | 12/31/2023 | TIP | 4,588 | $493 | 12/31/2023 | Wambolt & Associates LLC | 4,574 | $492 | 12/31/2023 | TIP | 4,574 | $492 | 12/31/2023 | America First Investment Advisors LLC | 4,564 | $491 | 12/31/2023 | TIP | 4,564 | $491 | 12/31/2023 | Hanson & Doremus Investment Management | 4,564 | $491 | 12/31/2023 | TIP | 4,564 | $491 | 12/31/2023 | Western Wealth Management LLC | 4,539 | $488 | 12/31/2023 | TIP | 4,539 | $488 | 12/31/2023 | HCR Wealth Advisors | 4,533 | $487 | 12/31/2023 | TIP | 4,533 | $487 | 12/31/2023 | Capital Investment Advisory Services LLC | 4,455 | $479 | 12/31/2023 | TIP | 4,455 | $479 | 12/31/2023 | S.A. Mason LLC | 4,447 | $478 | 12/31/2023 | TIP | 4,447 | $478 | 12/31/2023 | Bridgeworth LLC | 4,440 | $477 | 12/31/2023 | TIP | 4,440 | $477 | 12/31/2023 | W.H. Cornerstone Investments Inc. | 4,420 | $475 | 12/31/2023 | TIP | 4,420 | $475 | 12/31/2023 | Fiera Capital Corp | 4,376 | $470 | 12/31/2023 | TIP | 4,376 | $470 | 12/31/2023 | Syntax Research Inc. | 4,365 | $469 | 12/31/2023 | TIP | 4,365 | $469 | 12/31/2023 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 4,354 | $468 | 12/31/2023 | TIP | 4,354 | $468 | 12/31/2023 | Auour Investments LLC | 4,386 | $468 | 12/31/2023 | TIP | 4,386 | $468 | 12/31/2023 | Houlihan Financial Resource Group Ltd. | 4,332 | $466 | 12/31/2023 | TIP | 4,332 | $466 | 12/31/2023 | NorthLanding Financial Partners LLC | 4,314 | $464 | 12/31/2023 | TIP | 4,314 | $464 | 12/31/2023 | Jeppson Wealth Management LLC | 4,290 | $461 | 12/31/2023 | TIP | 4,290 | $461 | 12/31/2023 | N.E.W. Advisory Services LLC | 4,266 | $459 | 12/31/2023 | TIP | 4,266 | $459 | 12/31/2023 | 4Thought Financial Group Inc. | 4,267 | $459 | 12/31/2023 | TIP | 4,267 | $459 | 12/31/2023 | Meridian Wealth Management LLC | 4,229 | $455 | 12/31/2023 | TIP | 4,229 | $455 | 12/31/2023 | Valmark Advisers Inc. | 4,189 | $450 | 12/31/2023 | TIP | 4,189 | $450 | 12/31/2023 | King Wealth | 4,152 | $446 | 12/31/2023 | TIP | 4,152 | $446 | 12/31/2023 | Private Trust Co. NA | 4,135 | $444 | 12/31/2023 | TIP | 4,135 | $444 | 12/31/2023 | TBH Global Asset Management LLC | 4,126 | $444 | 12/31/2023 | TIP | 4,126 | $444 | 12/31/2023 | CIBC Private Wealth Group LLC | 4,125 | $443 | 12/31/2023 | TIP | 4,125 | $443 | 12/31/2023 | Chicago Partners Investment Group LLC | 4,165 | $443 | 12/31/2023 | TIP | 4,165 | $443 | 12/31/2023 | W.G. Shaheen & Associates DBA Whitney & Co | 4,103 | $441 | 12/31/2023 | TIP | 4,103 | $441 | 12/31/2023 | Venture Visionary Partners LLC | 4,107 | $441 | 12/31/2023 | TIP | 4,107 | $441 | 12/31/2023 | Inscription Capital LLC | 4,090 | $440 | 12/31/2023 | TIP | 4,090 | $440 | 12/31/2023 | Sontag Advisory LLC | 4,061 | $437 | 12/31/2023 | TIP | 4,061 | $437 | 12/31/2023 | Mattern Wealth Management LLC | 4,050 | $435 | 12/31/2023 | TIP | 4,050 | $435 | 12/31/2023 | Glenview Trust Co | 4,030 | $433 | 12/31/2023 | TIP | 4,030 | $433 | 12/31/2023 | Wilbanks Smith & Thomas Asset Management LLC | 4,019 | $432 | 12/31/2023 | TIP | 4,019 | $432 | 12/31/2023 | Signal Advisors Wealth LLC | 4,018 | $432 | 12/31/2023 | TIP | 4,018 | $432 | 12/31/2023 | Financial Counselors Inc. | 4,008 | $431 | 12/31/2023 | TIP | 4,008 | $431 | 12/31/2023 | Market Street Wealth Management Advisors LLC | 4,007 | $431 | 12/31/2023 | TIP | 4,007 | $431 | 12/31/2023 | Country Club Bank GFN | 3,982 | $429 | 12/31/2023 | TIP | 3,982 | $429 | 12/31/2023 | Kickstand Ventures LLC. | 3,984 | $428 | 12/31/2023 | TIP | 3,984 | $428 | 12/31/2023 | Brown Advisory Inc. | 3,964 | $426 | 12/31/2023 | TIP | 3,964 | $426 | 12/31/2023 | Evexia Wealth LLC | 3,986 | $426 | 12/31/2023 | TIP | 3,986 | $426 | 12/31/2023 | Morningstar Investment Services LLC | 3,953 | $425 | 12/31/2023 | TIP | 3,953 | $425 | 12/31/2023 | J. L. Bainbridge & Co. Inc. | 3,951 | $425 | 12/31/2023 | TIP | 3,951 | $425 | 12/31/2023 | WealthPLAN Partners LLC | 3,931 | $423 | 12/31/2023 | TIP | 3,931 | $423 | 12/31/2023 | Invesco Ltd. | 3,925 | $422 | 12/31/2023 | TIP | 3,925 | $422 | 12/31/2023 | Accel Wealth Management | 3,919 | $421 | 12/31/2023 | TIP | 3,919 | $421 | 12/31/2023 | Pinnacle Financial Partners Inc. | 3,887 | $418 | 12/31/2023 | TIP | 3,887 | $418 | 12/31/2023 | Rehmann Capital Advisory Group | 3,838 | $413 | 12/31/2023 | TIP | 3,838 | $413 | 12/31/2023 | Belpointe Asset Management LLC | 3,794 | $408 | 12/31/2023 | TIP | 3,794 | $408 | 12/31/2023 | Moneta Group Investment Advisors LLC | 3,791 | $407 | 12/31/2023 | TIP | 3,791 | $407 | 12/31/2023 | Foundry Financial Group Inc. | 3,757 | $404 | 12/31/2023 | TIP | 3,757 | $404 | 12/31/2023 | Prudent Man Advisors LLC | 3,732 | $401 | 12/31/2023 | TIP | 3,732 | $401 | 12/31/2023 | Octavia Wealth Advisors LLC | 3,722 | $400 | 12/31/2023 | TIP | 3,722 | $400 | 12/31/2023 | Maripau Wealth Management LLC | 3,722 | $400 | 12/31/2023 | TIP | 3,722 | $400 | 12/31/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 3,713 | $399 | 12/31/2023 | TIP | 3,713 | $399 | 12/31/2023 | Coldstream Capital Management Inc. | 3,682 | $396 | 12/31/2023 | TIP | 3,682 | $396 | 12/31/2023 | Aveo Capital Partners LLC | 3,684 | $396 | 12/31/2023 | TIP | 3,684 | $396 | 12/31/2023 | Certus Wealth Management LLC | 3,685 | $396 | 12/31/2023 | TIP | 3,685 | $396 | 12/31/2023 | First United Bank Trust | 3,676 | $395 | 12/31/2023 | TIP | 3,676 | $395 | 12/31/2023 | Mainstay Capital Management LLC ADV | 3,667 | $394 | 12/31/2023 | TIP | 3,667 | $394 | 12/31/2023 | Evanson Asset Management LLC | 3,648 | $392 | 12/31/2023 | TIP | 3,648 | $392 | 12/31/2023 | Prentiss Smith & Co. Inc. | 3,635 | $391 | 12/31/2023 | TIP | 3,635 | $391 | 12/31/2023 | Fortitude Advisory Group L.L.C. | 3,618 | $389 | 12/31/2023 | TIP | 3,618 | $389 | 12/31/2023 | Family Investment Center Inc. | 3,586 | $385 | 12/31/2023 | TIP | 3,586 | $385 | 12/31/2023 | Bank of Nova Scotia | 3,561 | $383 | 12/31/2023 | TIP | 3,561 | $383 | 12/31/2023 | Greenleaf Trust | 3,513 | $378 | 12/31/2023 | TIP | 3,513 | $378 | 12/31/2023 | Charter Oak Capital Management LLC | 3,478 | $374 | 12/31/2023 | TIP | 3,478 | $374 | 12/31/2023 | GHE LLC | 3,472 | $373 | 12/31/2023 | TIP | 3,472 | $373 | 12/31/2023 | Clarity Financial LLC | 3,461 | $372 | 12/31/2023 | TIP | 3,461 | $372 | 12/31/2023 | Wellington Shields & Co. LLC | 3,454 | $371 | 12/31/2023 | TIP | 3,454 | $371 | 12/31/2023 | Moulton Wealth Management Inc. | 3,447 | $369 | 12/31/2023 | TIP | 3,447 | $369 | 12/31/2023 | Burns J W & Co. Inc. NY | 3,401 | $366 | 12/31/2023 | TIP | 3,401 | $366 | 12/31/2023 | Mather Group LLC. | 3,393 | $365 | 12/31/2023 | TIP | 3,393 | $365 | 12/31/2023 | LVW Advisors LLC | 3,393 | $365 | 12/31/2023 | TIP | 3,393 | $365 | 12/31/2023 | PCA Investment Advisory Services Inc. | 3,386 | $364 | 12/31/2023 | TIP | 3,386 | $364 | 12/31/2023 | Klingman & Associates LLC | 3,366 | $362 | 12/31/2023 | TIP | 3,366 | $362 | 12/31/2023 | Capital Wealth Alliance LLC | 3,348 | $360 | 12/31/2023 | TIP | 3,348 | $360 | 12/31/2023 | Tranquilli Financial Advisor LLC | 3,336 | $359 | 12/31/2023 | TIP | 3,336 | $359 | 12/31/2023 | Keystone Financial Group | 3,304 | $355 | 12/31/2023 | TIP | 3,304 | $355 | 12/31/2023 | Maia Wealth LLC | 3,296 | $354 | 12/31/2023 | TIP | 3,296 | $354 | 12/31/2023 | Total Investment Management Inc. | 3,284 | $353 | 12/31/2023 | TIP | 3,284 | $353 | 12/31/2023 | Waterloo Capital L.P. | 3,279 | $352 | 12/31/2023 | TIP | 3,279 | $352 | 12/31/2023 | Cypress Wealth Services LLC | 3,259 | $350 | 12/31/2023 | TIP | 3,259 | $350 | 12/31/2023 | Walkner Condon Financial Advisors LLC | 3,252 | $350 | 12/31/2023 | TIP | 3,252 | $350 | 12/31/2023 | MGO Private Wealth LLC | 3,250 | $349 | 12/31/2023 | TIP | 3,250 | $349 | 12/31/2023 | Integrity Wealth Solutions LLC | 3,224 | $347 | 12/31/2023 | TIP | 3,224 | $347 | 12/31/2023 | Red Spruce Capital LLC | 3,218 | $346 | 12/31/2023 | TIP | 3,218 | $346 | 12/31/2023 | Janney Capital Management LLC | 3,199 | $344 | 12/31/2023 | TIP | 3,199 | $344 | 12/31/2023 | Leavell Investment Management Inc. | 3,191 | $343 | 12/31/2023 | TIP | 3,191 | $343 | 12/31/2023 | Citizens & Northern Corp | 3,180 | $342 | 12/31/2023 | TIP | 3,180 | $342 | 12/31/2023 | BRYN MAWR TRUST Co | 3,288 | $341 | 09/30/2023 | TIP | 3,288 | $341 | 09/30/2023 | Sequoia Financial Advisors LLC | 3,155 | $339 | 12/31/2023 | TIP | 3,155 | $339 | 12/31/2023 | Capital Analysts LLC | 3,151 | $339 | 12/31/2023 | TIP | 3,151 | $339 | 12/31/2023 | Vise Technologies Inc. | 3,151 | $339 | 12/31/2023 | TIP | 3,151 | $339 | 12/31/2023 | FRG Family Wealth Advisors LLC | 3,145 | $338 | 12/31/2023 | TIP | 3,145 | $338 | 12/31/2023 | Joseph P. Lucia & Associates LLC | 3,119 | $335 | 12/31/2023 | TIP | 3,119 | $335 | 12/31/2023 | Tidemark LLC | 3,098 | $333 | 12/31/2023 | TIP | 3,098 | $333 | 12/31/2023 | Napatree Capital LLC | 3,100 | $333 | 12/31/2023 | TIP | 3,100 | $333 | 12/31/2023 | VCI Wealth Management LLC | 3,066 | $330 | 12/31/2023 | TIP | 3,066 | $330 | 12/31/2023 | Stone House Investment Management LLC | 3,060 | $329 | 12/31/2023 | TIP | 3,060 | $329 | 12/31/2023 | Beacon Financial Advisory LLC | 3,064 | $329 | 12/31/2023 | TIP | 3,064 | $329 | 12/31/2023 | Summit Financial Strategies Inc. | 3,056 | $328 | 12/31/2023 | TIP | 3,056 | $328 | 12/31/2023 | Silvia Mccoll Wealth Management LLC | 3,055 | $328 | 12/31/2023 | TIP | 3,055 | $328 | 12/31/2023 | Disciplined Investments LLC | 3,027 | $325 | 12/31/2023 | TIP | 3,027 | $325 | 12/31/2023 | Vanguard Group Inc. | 3,016 | $324 | 12/31/2023 | TIP | 3,016 | $324 | 12/31/2023 | UMB Bank N A MO | 3,018 | $324 | 12/31/2023 | TIP | 3,018 | $324 | 12/31/2023 | Successful Portfolios LLC | 3,014 | $324 | 12/31/2023 | TIP | 3,014 | $324 | 12/31/2023 | Redhawk Wealth Advisors Inc. | 2,995 | $322 | 12/31/2023 | TIP | 2,995 | $322 | 12/31/2023 | Williams Jones Wealth Management LLC. | 3,000 | $322 | 12/31/2023 | TIP | 3,000 | $322 | 12/31/2023 | Good Life Advisors LLC | 2,983 | $321 | 12/31/2023 | TIP | 2,983 | $321 | 12/31/2023 | Virtue Capital Management LLC | 3,004 | $321 | 12/31/2023 | TIP | 3,004 | $321 | 12/31/2023 | Investment Advisory Group LLC | 2,986 | $321 | 12/31/2023 | TIP | 2,986 | $321 | 12/31/2023 | Sweeney & Michel LLC | 3,058 | $319 | 09/30/2023 | TIP | 3,058 | $319 | 09/30/2023 | Laidlaw Wealth Management LLC | 2,929 | $315 | 12/31/2023 | TIP | 2,929 | $315 | 12/31/2023 | Continuum Advisory LLC | 2,919 | $314 | 12/31/2023 | TIP | 2,919 | $314 | 12/31/2023 | SPC Financial Inc. | 2,886 | $310 | 12/31/2023 | TIP | 2,886 | $310 | 12/31/2023 | DiMeo Schneider & Associates L.L.C. | 2,887 | $310 | 12/31/2023 | TIP | 2,887 | $310 | 12/31/2023 | Vawter Financial Ltd. | 2,887 | $310 | 12/31/2023 | TIP | 2,887 | $310 | 12/31/2023 | MKT Advisors LLC | 2,893 | $309 | 12/31/2023 | TIP | 2,893 | $309 | 12/31/2023 | Excalibur Management Corp | 2,869 | $308 | 12/31/2023 | TIP | 2,869 | $308 | 12/31/2023 | Jackson Hole Capital Partners LLC | 2,852 | $307 | 12/31/2023 | TIP | 2,852 | $307 | 12/31/2023 | Citizens Financial Group Inc RI | 2,848 | $306 | 12/31/2023 | TIP | 2,848 | $306 | 12/31/2023 | Cottonwood Capital Advisors LLC | 2,842 | $305 | 12/31/2023 | TIP | 2,842 | $305 | 12/31/2023 | Whittier Trust Co. of Nevada Inc. | 2,820 | $303 | 12/31/2023 | TIP | 2,820 | $303 | 12/31/2023 | Vantage Financial Partners LLC | 2,815 | $303 | 12/31/2023 | TIP | 2,815 | $303 | 12/31/2023 | Institute for Wealth Management LLC. | 2,814 | $302 | 12/31/2023 | TIP | 2,814 | $302 | 12/31/2023 | Badgley Phelps Wealth Managers LLC | 2,802 | $301 | 12/31/2023 | TIP | 2,802 | $301 | 12/31/2023 | Stonegate Investment Group LLC | 2,801 | $301 | 12/31/2023 | TIP | 2,801 | $301 | 12/31/2023 | 9258 Wealth Management LLC | 2,795 | $300 | 12/31/2023 | TIP | 2,795 | $300 | 12/31/2023 | Truadvice LLC | 2,882 | $299 | 09/30/2023 | TIP | 2,882 | $299 | 09/30/2023 | Stonehage Fleming Financial Services Holdings Ltd | 2,774 | $298 | 12/31/2023 | TIP | 2,774 | $298 | 12/31/2023 | Integrated Investment Consultants LLC | 2,756 | $296 | 12/31/2023 | TIP | 2,756 | $296 | 12/31/2023 | Altfest L J & Co. Inc. | 2,732 | $294 | 12/31/2023 | TIP | 2,732 | $294 | 12/31/2023 | SlateStone Wealth LLC | 2,738 | $294 | 12/31/2023 | TIP | 2,738 | $294 | 12/31/2023 | Columbia Advisory Partners LLC | 2,725 | $293 | 12/31/2023 | TIP | 2,725 | $293 | 12/31/2023 | Alan B. Lancz & Associates Inc. | 2,725 | $293 | 12/31/2023 | TIP | 2,725 | $293 | 12/31/2023 | Paragon Capital Management Ltd | 2,716 | $292 | 12/31/2023 | TIP | 2,716 | $292 | 12/31/2023 | Wealth Alliance | 2,689 | $289 | 12/31/2023 | TIP | 2,689 | $289 | 12/31/2023 | Rodgers Brothers Inc. | 2,674 | $287 | 12/31/2023 | TIP | 2,674 | $287 | 12/31/2023 | Gilliland Jeter Wealth Management LLC | 2,671 | $287 | 12/31/2023 | TIP | 2,671 | $287 | 12/31/2023 | Berger Financial Group Inc | 2,636 | $283 | 12/31/2023 | TIP | 2,636 | $283 | 12/31/2023 | Wheelhouse Advisory Group LLC | 2,629 | $283 | 12/31/2023 | TIP | 2,629 | $283 | 12/31/2023 | Swmg LLC | 2,614 | $281 | 12/31/2023 | TIP | 2,614 | $281 | 12/31/2023 | Austin Asset Management Co Inc | 2,617 | $281 | 12/31/2023 | TIP | 2,617 | $281 | 12/31/2023 | AlphaMark Advisors LLC | 2,600 | $279 | 12/31/2023 | TIP | 2,600 | $279 | 12/31/2023 | Plancorp LLC | 2,593 | $279 | 12/31/2023 | TIP | 2,593 | $279 | 12/31/2023 | Abbrea Capital LLC | 2,585 | $278 | 12/31/2023 | TIP | 2,585 | $278 | 12/31/2023 | Main Street Financial Solutions LLC | 2,587 | $278 | 12/31/2023 | TIP | 2,587 | $278 | 12/31/2023 | Vista Capital Partners Inc. | 2,574 | $277 | 12/31/2023 | TIP | 2,574 | $277 | 12/31/2023 | Hilltop Holdings Inc. | 2,569 | $276 | 12/31/2023 | TIP | 2,569 | $276 | 12/31/2023 | Cooper Financial Group | 2,564 | $276 | 12/31/2023 | TIP | 2,564 | $276 | 12/31/2023 | Baker Avenue Asset Management LP | 2,559 | $275 | 12/31/2023 | TIP | 2,559 | $275 | 12/31/2023 | Mission Wealth Management LP | 2,562 | $275 | 12/31/2023 | TIP | 2,562 | $275 | 12/31/2023 | Client 1ST Advisory Group LLC | 2,559 | $275 | 12/31/2023 | TIP | 2,559 | $275 | 12/31/2023 | Tradition Wealth Management LLC | 2,548 | $274 | 12/31/2023 | TIP | 2,548 | $274 | 12/31/2023 | Toroso Investments LLC | 2,539 | $273 | 12/31/2023 | TIP | 2,539 | $273 | 12/31/2023 | SG Americas Securities LLC | 2,523 | $271 | 12/31/2023 | TIP | 2,523 | $271 | 12/31/2023 | TCTC Holdings LLC | 2,525 | $271 | 12/31/2023 | TIP | 2,525 | $271 | 12/31/2023 | Maltin Wealth Management Inc. | 2,512 | $270 | 12/31/2023 | TIP | 2,512 | $270 | 12/31/2023 | Clear Creek Financial Management LLC | 2,518 | $270 | 12/31/2023 | TIP | 2,518 | $270 | 12/31/2023 | First National Trust Co | 2,505 | $269 | 12/31/2023 | TIP | 2,505 | $269 | 12/31/2023 | Fiduciary Alliance LLC | 2,506 | $269 | 12/31/2023 | TIP | 2,506 | $269 | 12/31/2023 | Sunburst Financial Group LLC | 2,489 | $268 | 12/31/2023 | TIP | 2,489 | $268 | 12/31/2023 | WMG Financial Advisors LLC | 2,490 | $268 | 12/31/2023 | TIP | 2,490 | $268 | 12/31/2023 | Bard Associates Inc. | 2,480 | $267 | 12/31/2023 | TIP | 2,480 | $267 | 12/31/2023 | Founders Capital Management | 2,484 | $267 | 12/31/2023 | TIP | 2,484 | $267 | 12/31/2023 | Argent Trust Co | 2,477 | $266 | 12/31/2023 | TIP | 2,477 | $266 | 12/31/2023 | Redwood Investment Management LLC | 2,453 | $264 | 12/31/2023 | TIP | 2,453 | $264 | 12/31/2023 | West Paces Advisors Inc. | 2,456 | $264 | 12/31/2023 | TIP | 2,456 | $264 | 12/31/2023 | Bleakley Financial Group LLC | 2,438 | $262 | 12/31/2023 | TIP | 2,438 | $262 | 12/31/2023 | Telos Capital Management Inc. | 2,431 | $261 | 12/31/2023 | TIP | 2,431 | $261 | 12/31/2023 | JMG Financial Group Ltd. | 2,418 | $260 | 12/31/2023 | TIP | 2,418 | $260 | 12/31/2023 | Journey Strategic Wealth LLC | 2,406 | $259 | 12/31/2023 | TIP | 2,406 | $259 | 12/31/2023 | Bulltick Wealth Management LLC | 2,412 | $259 | 12/31/2023 | TIP | 2,412 | $259 | 12/31/2023 | North Star Investment Management Corp. | 2,378 | $256 | 12/31/2023 | TIP | 2,378 | $256 | 12/31/2023 | Ritholtz Wealth Management | 2,386 | $256 | 12/31/2023 | TIP | 2,386 | $256 | 12/31/2023 | Steigerwald Gordon & Koch Inc. | 2,381 | $256 | 12/31/2023 | TIP | 2,381 | $256 | 12/31/2023 | One Charles Private Wealth Services LLC | 2,363 | $254 | 12/31/2023 | TIP | 2,363 | $254 | 12/31/2023 | Harbor Investment Advisory LLC | 2,357 | $253 | 12/31/2023 | TIP | 2,357 | $253 | 12/31/2023 | Vident Advisory LLC | 2,358 | $253 | 12/31/2023 | TIP | 2,358 | $253 | 12/31/2023 | Orcam Financial Group | 2,342 | $252 | 12/31/2023 | TIP | 2,342 | $252 | 12/31/2023 | Greenspring Advisors LLC | 2,346 | $252 | 12/31/2023 | TIP | 2,346 | $252 | 12/31/2023 | Cary Street Partners Investment Advisory LLC | 2,333 | $251 | 12/31/2023 | TIP | 2,333 | $251 | 12/31/2023 | Strategic Point Investment Advisors LLC | 2,320 | $249 | 12/31/2023 | TIP | 2,320 | $249 | 12/31/2023 | Aletheian Wealth Advisors LLC | 2,292 | $246 | 12/31/2023 | TIP | 2,292 | $246 | 12/31/2023 | Mosaic Family Wealth Partners LLC | 2,270 | $244 | 12/31/2023 | TIP | 2,270 | $244 | 12/31/2023 | Householder Group Estate & Retirement Specialist LLC | 2,269 | $243 | 12/31/2023 | TIP | 2,269 | $243 | 12/31/2023 | SFE Investment Counsel | 2,250 | $242 | 12/31/2023 | TIP | 2,250 | $242 | 12/31/2023 | Destination Wealth Management | 2,238 | $241 | 12/31/2023 | TIP | 2,238 | $241 | 12/31/2023 | McKinley Carter Wealth Services Inc. | 2,242 | $241 | 12/31/2023 | TIP | 2,242 | $241 | 12/31/2023 | Pinnacle Bank | 2,238 | $241 | 12/31/2023 | TIP | 2,238 | $241 | 12/31/2023 | Gradient Capital Advisors LLC | 2,222 | $239 | 12/31/2023 | TIP | 2,222 | $239 | 12/31/2023 | Crewe Advisors LLC | 2,226 | $239 | 12/31/2023 | TIP | 2,226 | $239 | 12/31/2023 | Tudor Investment Corp Et Al | 2,211 | $238 | 12/31/2023 | TIP | 2,211 | $238 | 12/31/2023 | TD Capital Management LLC | 2,201 | $237 | 12/31/2023 | TIP | 2,201 | $237 | 12/31/2023 | Ausdal Financial Partners Inc. | 2,208 | $237 | 12/31/2023 | TIP | 2,208 | $237 | 12/31/2023 | Fiduciary Trust Co. | 2,191 | $236 | 12/31/2023 | TIP | 2,191 | $236 | 12/31/2023 | Riverview Trust Co | 2,191 | $236 | 12/31/2023 | TIP | 2,191 | $236 | 12/31/2023 | Prio Wealth Limited Partnership | 2,178 | $234 | 12/31/2023 | TIP | 2,178 | $234 | 12/31/2023 | Choate Investment Advisors | 2,180 | $234 | 12/31/2023 | TIP | 2,180 | $234 | 12/31/2023 | Summit Global Investments | 2,154 | $232 | 12/31/2023 | TIP | 2,154 | $232 | 12/31/2023 | Acorn Wealth Advisors LLC | 2,154 | $232 | 12/31/2023 | TIP | 2,154 | $232 | 12/31/2023 | Professional Financial Advisors LLC | 2,151 | $232 | 12/31/2023 | TIP | 2,151 | $232 | 12/31/2023 | Davidson Trust Co. | 2,150 | $231 | 12/31/2023 | TIP | 2,150 | $231 | 12/31/2023 | Castle Rock Wealth Management LLC | 2,165 | $231 | 12/31/2023 | TIP | 2,165 | $231 | 12/31/2023 | Bedel Financial Consulting Inc. | 2,140 | $230 | 12/31/2023 | TIP | 2,140 | $230 | 12/31/2023 | Clearview Wealth Advisors LLC | 2,113 | $227 | 12/31/2023 | TIP | 2,113 | $227 | 12/31/2023 | Cassady Schiller Wealth Management LLC | 2,109 | $227 | 12/31/2023 | TIP | 2,109 | $227 | 12/31/2023 | Indiana Trust & Investment Management CO | 2,089 | $225 | 12/31/2023 | TIP | 2,089 | $225 | 12/31/2023 | David Loasby | 2,097 | $224 | 12/31/2023 | TIP | 2,097 | $224 | 12/31/2023 | Wallace Advisory Group LLC | 2,161 | $224 | 12/31/2023 | TIP | 2,161 | $224 | 12/31/2023 | LaSalle St. Investment Advisors LLC | 2,089 | $224 | 12/31/2023 | TIP | 2,089 | $224 | 12/31/2023 | Evercore Wealth Management LLC | 2,074 | $223 | 12/31/2023 | TIP | 2,074 | $223 | 12/31/2023 | Nvwm LLC | 2,073 | $223 | 12/31/2023 | TIP | 2,073 | $223 | 12/31/2023 | Todd Asset Management LLC | 2,060 | $221 | 12/31/2023 | TIP | 2,060 | $221 | 12/31/2023 | Windsor Group LTD | 2,135 | $221 | 09/30/2023 | TIP | 2,135 | $221 | 09/30/2023 | Dearborn Partners LLC | 2,045 | $220 | 12/31/2023 | TIP | 2,045 | $220 | 12/31/2023 | Bedel Financial Consulting Inc. | 2,122 | $220 | 09/30/2023 | TIP | 2,122 | $220 | 09/30/2023 | Wealth Advisory Solutions LLC | 2,034 | $219 | 12/31/2023 | TIP | 2,034 | $219 | 12/31/2023 | ARS Wealth Advisors Group LLC | 2,042 | $219 | 12/31/2023 | TIP | 2,042 | $219 | 12/31/2023 | Fairfield Bush & CO. | 2,030 | $218 | 12/31/2023 | TIP | 2,030 | $218 | 12/31/2023 | Sutton Place Investors LLC | 2,018 | $217 | 12/31/2023 | TIP | 2,018 | $217 | 12/31/2023 | Cypress Capital Group | 2,005 | $216 | 12/31/2023 | TIP | 2,005 | $216 | 12/31/2023 | Pinnacle Wealth Planning Services Inc. | 2,008 | $216 | 12/31/2023 | TIP | 2,008 | $216 | 12/31/2023 | RBA Wealth Management LLC | 2,013 | $216 | 12/31/2023 | TIP | 2,013 | $216 | 12/31/2023 | Eagle Global Advisors LLC | 2,000 | $215 | 12/31/2023 | TIP | 2,000 | $215 | 12/31/2023 | Spreng Capital Management Inc. | 1,997 | $215 | 12/31/2023 | TIP | 1,997 | $215 | 12/31/2023 | Valley Brook Capital Group | 2,000 | $215 | 12/31/2023 | TIP | 2,000 | $215 | 12/31/2023 | Lazard Asset Management LLC | 2,000 | $214 | 12/31/2023 | TIP | 2,000 | $214 | 12/31/2023 | Principle Wealth Partners LLC | 1,978 | $213 | 12/31/2023 | TIP | 1,978 | $213 | 12/31/2023 | Ridgecrest Wealth Partners LLC | 1,986 | $213 | 12/31/2023 | TIP | 1,986 | $213 | 12/31/2023 | First Heartland Consultants Inc. | 1,973 | $212 | 12/31/2023 | TIP | 1,973 | $212 | 12/31/2023 | Proficio Capital Partners LLC | 1,970 | $212 | 12/31/2023 | TIP | 1,970 | $212 | 12/31/2023 | Optimum Investment Advisors | 1,964 | $211 | 12/31/2023 | TIP | 1,964 | $211 | 12/31/2023 | Key Bridge Compliance LLC | 2,015 | $209 | 09/30/2023 | TIP | 2,015 | $209 | 09/30/2023 | Resource Planning Group | 1,936 | $208 | 12/31/2023 | TIP | 1,936 | $208 | 12/31/2023 | Jane Street Group LLC | 1,936 | $208 | 12/31/2023 | TIP | 1,936 | $208 | 12/31/2023 | SOA Wealth Advisors LLC. | 1,939 | $208 | 12/31/2023 | TIP | 1,939 | $208 | 12/31/2023 | Collaborative Wealth Managment Inc. | 1,924 | $207 | 12/31/2023 | TIP | 1,924 | $207 | 12/31/2023 | Rockland Trust Co. | 1,913 | $206 | 12/31/2023 | TIP | 1,913 | $206 | 12/31/2023 | WESPAC Advisors SoCal LLC | 1,920 | $206 | 12/31/2023 | TIP | 1,920 | $206 | 12/31/2023 | Texas Yale Capital Corp. | 1,900 | $204 | 12/31/2023 | TIP | 1,900 | $204 | 12/31/2023 | Naples Global Advisors LLC | 1,900 | $204 | 12/31/2023 | TIP | 1,900 | $204 | 12/31/2023 | Keebeck Wealth Management LLC | 1,898 | $204 | 12/31/2023 | TIP | 1,898 | $204 | 12/31/2023 | Powell Investment Advisors LLC | 1,890 | $203 | 12/31/2023 | TIP | 1,890 | $203 | 12/31/2023 | Insight Advisors LLC PA | 1,882 | $202 | 12/31/2023 | TIP | 1,882 | $202 | 12/31/2023 | Black Diamond Financial LLC | 1,874 | $201 | 12/31/2023 | TIP | 1,874 | $201 | 12/31/2023 | AlphaCore Capital LLC | 1,859 | $200 | 12/31/2023 | TIP | 1,859 | $200 | 12/31/2023 | Red Tortoise LLC | 1,858 | $200 | 12/31/2023 | TIP | 1,858 | $200 | 12/31/2023 | Viewpoint Capital Management LLC | 1,850 | $199 | 12/31/2023 | TIP | 1,850 | $199 | 12/31/2023 | ICA Group Wealth Management LLC | 1,852 | $199 | 12/31/2023 | TIP | 1,852 | $199 | 12/31/2023 | Pinnacle Holdings LLC | 1,844 | $198 | 12/31/2023 | TIP | 1,844 | $198 | 12/31/2023 | Westside Investment Management Inc. | 1,831 | $197 | 12/31/2023 | TIP | 1,831 | $197 | 12/31/2023 | Colony Family Offices LLC | 1,809 | $194 | 12/31/2023 | TIP | 1,809 | $194 | 12/31/2023 | Ballast Advisors LLC | 1,806 | $194 | 12/31/2023 | TIP | 1,806 | $194 | 12/31/2023 | Webster Bank N. A. | 1,712 | $184 | 12/31/2023 | TIP | 1,712 | $184 | 12/31/2023 | Matrix Private Capital Group LLC | 1,645 | $177 | 12/31/2023 | TIP | 1,645 | $177 | 12/31/2023 | Institutional & Family Asset Management LLC | 1,639 | $176 | 12/31/2023 | TIP | 1,639 | $176 | 12/31/2023 | Resurgent Financial Advisors LLC | 1,572 | $169 | 12/31/2023 | TIP | 1,572 | $169 | 12/31/2023 | Bangor Savings Bank | 1,468 | $158 | 12/31/2023 | TIP | 1,468 | $158 | 12/31/2023 | Aptus Capital Advisors LLC | 1,473 | $158 | 12/31/2023 | TIP | 1,473 | $158 | 12/31/2023 | Concord Wealth Partners | 1,452 | $156 | 12/31/2023 | TIP | 1,452 | $156 | 12/31/2023 | ORG Partners LLC | 1,431 | $156 | 12/31/2023 | TIP | 1,431 | $156 | 12/31/2023 | Armstrong Advisory Group Inc. | 1,443 | $155 | 12/31/2023 | TIP | 1,443 | $155 | 12/31/2023 | Timber Creek Capital Management LLC | 1,431 | $154 | 12/31/2023 | TIP | 1,431 | $154 | 12/31/2023 | Key Financial Inc | 1,381 | $148 | 12/31/2023 | TIP | 1,381 | $148 | 12/31/2023 | Aspect Partners LLC | 1,355 | $146 | 12/31/2023 | TIP | 1,355 | $146 | 12/31/2023 | Barrett & Company Inc. | 1,352 | $145 | 12/31/2023 | TIP | 1,352 | $145 | 12/31/2023 | Allspring Global Investments Holdings LLC | 1,340 | $144 | 12/31/2023 | TIP | 1,340 | $144 | 12/31/2023 | Geneos Wealth Management Inc. | 1,333 | $143 | 12/31/2023 | TIP | 1,333 | $143 | 12/31/2023 | C M Bidwell & Associates Ltd. | 1,297 | $139 | 12/31/2023 | TIP | 1,297 | $139 | 12/31/2023 | Founders Financial Alliance LLC | 1,290 | $139 | 12/31/2023 | TIP | 1,290 | $139 | 12/31/2023 | Hexagon Capital Partners LLC | 1,273 | $137 | 12/31/2023 | TIP | 1,273 | $137 | 12/31/2023 | Archer Investment Corp | 1,268 | $136 | 12/31/2023 | TIP | 1,268 | $136 | 12/31/2023 | Matrix Trust Co | 1,233 | $133 | 12/31/2023 | TIP | 1,233 | $133 | 12/31/2023 | Beacon Capital Management LLC | 1,256 | $130 | 12/31/2023 | TIP | 1,256 | $130 | 12/31/2023 | Hall Laurie J Trustee | 1,200 | $129 | 12/31/2023 | TIP | 1,200 | $129 | 12/31/2023 | Tyler Stone Wealth Management | 1,144 | $123 | 12/31/2023 | TIP | 1,144 | $123 | 12/31/2023 | Abich Financial Wealth Management LLC | 1,072 | $115 | 12/31/2023 | TIP | 1,072 | $115 | 12/31/2023 | Vermillion & White Wealth Management Group LLC | 1,062 | $114 | 12/31/2023 | TIP | 1,062 | $114 | 12/31/2023 | Hills Bank & Trust Co | 1,015 | $109 | 12/31/2023 | TIP | 1,015 | $109 | 12/31/2023 | Jones Financial Companies Lllp | 975 | $105 | 12/31/2023 | TIP | 975 | $105 | 12/31/2023 | Mascoma Wealth Management LLC | 977 | $105 | 12/31/2023 | TIP | 977 | $105 | 12/31/2023 | Whittier Trust Co. | 966 | $104 | 12/31/2023 | TIP | 966 | $104 | 12/31/2023 | Acropolis Investment Management LLC | 962 | $103 | 12/31/2023 | TIP | 962 | $103 | 12/31/2023 | Cornerstone Planning Group LLC | 949 | $102 | 12/31/2023 | TIP | 949 | $102 | 12/31/2023 | Compass Wealth Management LLC | 950 | $102 | 12/31/2023 | TIP | 950 | $102 | 12/31/2023 | Carolinas Wealth Consulting LLC | 925 | $99 | 12/31/2023 | TIP | 925 | $99 | 12/31/2023 | Armor Investment Advisors LLC | 910 | $98 | 12/31/2023 | TIP | 910 | $98 | 12/31/2023 | Focused Wealth Management Inc | 871 | $94 | 12/31/2023 | TIP | 871 | $94 | 12/31/2023 | Banque Cantonale Vaudoise | 850 | $91 | 12/31/2023 | TIP | 850 | $91 | 12/31/2023 | Venturi Wealth Management LLC | 816 | $88 | 12/31/2023 | TIP | 816 | $88 | 12/31/2023 | Elevate Wealth Advisory Inc. | 796 | $86 | 12/31/2023 | TIP | 796 | $86 | 12/31/2023 | Dividend Assets Capital LLC | 791 | $85 | 12/31/2023 | TIP | 791 | $85 | 12/31/2023 | Gradient Investments LLC | 773 | $83 | 12/31/2023 | TIP | 773 | $83 | 12/31/2023 | Salomon & Ludwin LLC | 800 | $83 | 12/31/2023 | TIP | 800 | $83 | 12/31/2023 | Cherry Tree Wealth Management LLC | 742 | $80 | 12/31/2023 | TIP | 742 | $80 | 12/31/2023 | Financial Gravity Asset Management Inc. | 730 | $78 | 12/31/2023 | TIP | 730 | $78 | 12/31/2023 | Red Lighthouse Investment Management LLC | 727 | $78 | 12/31/2023 | TIP | 727 | $78 | 12/31/2023 | Register Financial Advisors LLC | 720 | $77 | 12/31/2023 | TIP | 720 | $77 | 12/31/2023 | Front Row Advisors LLC | 705 | $76 | 12/31/2023 | TIP | 705 | $76 | 12/31/2023 | Element Wealth LLC | 697 | $75 | 12/31/2023 | TIP | 697 | $75 | 12/31/2023 | Howe & Rusling Inc. | 691 | $74 | 12/31/2023 | TIP | 691 | $74 | 12/31/2023 | Anchor Investment Management LLC | 684 | $74 | 12/31/2023 | TIP | 684 | $74 | 12/31/2023 | Richard W. Paul & Associates LLC | 689 | $74 | 12/31/2023 | TIP | 689 | $74 | 12/31/2023 | Nalls Sherbakoff Group LLC | 711 | $74 | 09/30/2023 | TIP | 711 | $74 | 09/30/2023 | Kayne Anderson Rudnick Investment Management LLC | 684 | $73 | 12/31/2023 | TIP | 684 | $73 | 12/31/2023 | Northwest Financial Advisors | 679 | $73 | 12/31/2023 | TIP | 679 | $73 | 12/31/2023 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 656 | $71 | 12/31/2023 | TIP | 656 | $71 | 12/31/2023 | Quadrant Capital Group LLC | 612 | $66 | 12/31/2023 | TIP | 612 | $66 | 12/31/2023 | Bessemer Group Inc. | 606 | $65 | 12/31/2023 | TIP | 606 | $65 | 12/31/2023 | Transcendent Capital Group LLC | 608 | $65 | 12/31/2023 | TIP | 608 | $65 | 12/31/2023 | CENTRAL TRUST Co | 600 | $64 | 12/31/2023 | TIP | 600 | $64 | 12/31/2023 | Bogart Wealth LLC | 600 | $64 | 12/31/2023 | TIP | 600 | $64 | 12/31/2023 | Raleigh Capital Management Inc. | 577 | $62 | 12/31/2023 | TIP | 577 | $62 | 12/31/2023 | Baystate Wealth Management LLC | 566 | $61 | 12/31/2023 | TIP | 566 | $61 | 12/31/2023 | Able Wealth Management LLC | 570 | $61 | 12/31/2023 | TIP | 570 | $61 | 12/31/2023 | Belmont Capital LLC | 540 | $58 | 12/31/2023 | TIP | 540 | $58 | 12/31/2023 | Fortis Group Advisors LLC | 520 | $56 | 12/31/2023 | TIP | 520 | $56 | 12/31/2023 | EverSource Wealth Advisors LLC | 516 | $55 | 12/31/2023 | TIP | 516 | $55 | 12/31/2023 | Clean Yield Group | 500 | $54 | 12/31/2023 | TIP | 500 | $54 | 12/31/2023 | Vima LLC | 504 | $54 | 12/31/2023 | TIP | 504 | $54 | 12/31/2023 | Bfsg LLC | 493 | $53 | 12/31/2023 | TIP | 493 | $53 | 12/31/2023 | GPS Wealth Strategies Group LLC | 484 | $52 | 12/31/2023 | TIP | 484 | $52 | 12/31/2023 | Retirement Group LLC | 482 | $52 | 12/31/2023 | TIP | 482 | $52 | 12/31/2023 | Scarborough Advisors LLC | 479 | $52 | 12/31/2023 | TIP | 479 | $52 | 12/31/2023 | Blue Bell Private Wealth Management LLC | 476 | $51 | 12/31/2023 | TIP | 476 | $51 | 12/31/2023 | Semmax Financial Advisors Inc. | 469 | $50 | 12/31/2023 | TIP | 469 | $50 | 12/31/2023 | Colonial Trust Co SC | 459 | $49 | 12/31/2023 | TIP | 459 | $49 | 12/31/2023 | Godsey & Gibb Associates | 434 | $47 | 12/31/2023 | TIP | 434 | $47 | 12/31/2023 | Rise Advisors LLC | 430 | $46 | 12/31/2023 | TIP | 430 | $46 | 12/31/2023 | Hazlett Burt & Watson Inc. | 383 | $42 | 12/31/2023 | TIP | 383 | $42 | 12/31/2023 | Asset Dedication LLC | 376 | $40 | 12/31/2023 | TIP | 376 | $40 | 12/31/2023 | Y.D. More Investments Ltd | 370 | $40 | 12/31/2023 | TIP | 370 | $40 | 12/31/2023 | Hobbs Group Advisors LLC | 373 | $40 | 12/31/2023 | TIP | 373 | $40 | 12/31/2023 | Sound Income Strategies LLC | 361 | $39 | 12/31/2023 | TIP | 361 | $39 | 12/31/2023 | Keener Financial Planning LLC | 367 | $39 | 12/31/2023 | TIP | 367 | $39 | 12/31/2023 | Atlas Capital Advisors LLC | 348 | $37 | 12/31/2023 | TIP | 348 | $37 | 12/31/2023 | GeoWealth Management LLC | 339 | $36 | 12/31/2023 | TIP | 339 | $36 | 12/31/2023 | Riggs Asset Managment Co. Inc. | 312 | $34 | 12/31/2023 | TIP | 312 | $34 | 12/31/2023 | Covestor Ltd | 319 | $34 | 12/31/2023 | TIP | 319 | $34 | 12/31/2023 | Pacific Capital Wealth Advisors Inc. | 302 | $33 | 12/31/2023 | TIP | 302 | $33 | 12/31/2023 | Bourgeon Capital Management LLC | 301 | $32 | 12/31/2023 | TIP | 301 | $32 | 12/31/2023 | Private Ocean LLC | 300 | $32 | 12/31/2023 | TIP | 300 | $32 | 12/31/2023 | Life Planning Partners Inc | 280 | $30 | 12/31/2023 | TIP | 280 | $30 | 12/31/2023 | Cutler Group LP | | $29 | 12/31/2023 | Call | 3,300 | $29 | 12/31/2023 | Put | 1,300 | $0 | 12/31/2023 | Moisand Fitzgerald Tamayo LLC | 271 | $29 | 12/31/2023 | TIP | 271 | $29 | 12/31/2023 | Cape Investment Advisory Inc. | 271 | $29 | 12/31/2023 | TIP | 271 | $29 | 12/31/2023 | Laurel Wealth Advisors LLC | 259 | $28 | 12/31/2023 | TIP | 259 | $28 | 12/31/2023 | Farmers & Merchants Investments Inc. | 250 | $27 | 12/31/2023 | TIP | 250 | $27 | 12/31/2023 | Trifecta Capital Advisors LLC | 254 | $27 | 12/31/2023 | TIP | 254 | $27 | 12/31/2023 | Criterion Capital Advisors LLC | 224 | $24 | 12/31/2023 | TIP | 224 | $24 | 12/31/2023 | Newbridge Financial Services Group Inc. | 214 | $23 | 12/31/2023 | TIP | 214 | $23 | 12/31/2023 | Gould Capital LLC | 216 | $23 | 12/31/2023 | TIP | 216 | $23 | 12/31/2023 | Johnson Midwest Financial LLC | 218 | $23 | 09/30/2023 | TIP | 218 | $23 | 09/30/2023 | Caldwell Sutter Capital Inc. | 207 | $22 | 12/31/2023 | TIP | 207 | $22 | 12/31/2023 | Global Trust Asset Management LLC | 203 | $22 | 12/31/2023 | TIP | 203 | $22 | 12/31/2023 | Carmichael Hill & Associates Inc. | 207 | $22 | 12/31/2023 | TIP | 207 | $22 | 12/31/2023 | Aspire Private Capital LLC | 203 | $22 | 12/31/2023 | TIP | 203 | $22 | 12/31/2023 | Advantage Trust Co | 205 | $22 | 12/31/2023 | TIP | 205 | $22 | 12/31/2023 | MTM Investment Management LLC | 200 | $21 | 12/31/2023 | TIP | 200 | $21 | 12/31/2023 | Tucker Asset Management LLC | 191 | $21 | 12/31/2023 | TIP | 191 | $21 | 12/31/2023 | Strategic Investment Solutions Inc. IL | 200 | $21 | 12/31/2023 | TIP | 200 | $21 | 12/31/2023 | LGT Financial Advisors LLC | 195 | $21 | 12/31/2023 | TIP | 195 | $21 | 12/31/2023 | Kenfarb & CO. | 200 | $21 | 09/30/2023 | TIP | 200 | $21 | 09/30/2023 | EPG Wealth Management LLC | 194 | $20 | 12/31/2023 | TIP | 194 | $20 | 12/31/2023 | Piscataqua Savings Bank | 184 | $20 | 12/31/2023 | TIP | 184 | $20 | 12/31/2023 | New Republic Capital LLC | 183 | $20 | 12/31/2023 | TIP | 183 | $20 | 12/31/2023 | O Shaughnessy Asset Management LLC | 175 | $19 | 12/31/2023 | TIP | 175 | $19 | 12/31/2023 | Independence Bank of Kentucky | 175 | $19 | 12/31/2023 | TIP | 175 | $19 | 12/31/2023 | CNB Bank | 175 | $19 | 12/31/2023 | TIP | 175 | $19 | 12/31/2023 | Trust Co | 170 | $18 | 12/31/2023 | TIP | 170 | $18 | 12/31/2023 | Friedenthal Financial | 162 | $17 | 12/31/2023 | TIP | 162 | $17 | 12/31/2023 | Princeton Global Asset Management LLC | 151 | $16 | 12/31/2023 | TIP | 151 | $16 | 12/31/2023 | Tsfg LLC | 146 | $16 | 12/31/2023 | TIP | 146 | $16 | 12/31/2023 | Ruedi Wealth Management Inc. | 151 | $16 | 12/31/2023 | TIP | 151 | $16 | 12/31/2023 | Cambridge Trust Co. | 141 | $15 | 12/31/2023 | TIP | 141 | $15 | 12/31/2023 | Glassman Wealth Services | 137 | $15 | 12/31/2023 | TIP | 137 | $15 | 12/31/2023 | Fortis Advisors LLC | 138 | $15 | 12/31/2023 | TIP | 138 | $15 | 12/31/2023 | HBC Financial Services PLLC | 146 | $15 | 12/31/2023 | TIP | 146 | $15 | 12/31/2023 | FSA Wealth Management LLC | 140 | $15 | 12/31/2023 | TIP | 140 | $15 | 12/31/2023 | Tompkins Financial Corp | 128 | $14 | 12/31/2023 | TIP | 128 | $14 | 12/31/2023 | Tennessee Valley Asset Management Partners | 129 | $14 | 12/31/2023 | TIP | 129 | $14 | 12/31/2023 | Main Street Group LTD | 125 | $14 | 12/31/2023 | TIP | 125 | $14 | 12/31/2023 | ST Germain D J Co. Inc. | 125 | $13 | 12/31/2023 | TIP | 125 | $13 | 12/31/2023 | Clearstead Advisors LLC | 120 | $13 | 12/31/2023 | TIP | 120 | $13 | 12/31/2023 | Toth Financial Advisory Corp | 125 | $13 | 12/31/2023 | TIP | 125 | $13 | 12/31/2023 | 1832 Asset Management L.P. | 120 | $13 | 12/31/2023 | TIP | 120 | $13 | 12/31/2023 | Arvest Investments Inc. | 119 | $13 | 12/31/2023 | TIP | 119 | $13 | 12/31/2023 | Hollencrest Capital Management | 120 | $13 | 12/31/2023 | TIP | 120 | $13 | 12/31/2023 | Delos Wealth Advisors LLC | 109 | $12 | 12/31/2023 | TIP | 109 | $12 | 12/31/2023 | Caitlin John LLC | 111 | $12 | 12/31/2023 | TIP | 111 | $12 | 12/31/2023 | HM Payson & Co. | 100 | $11 | 12/31/2023 | TIP | 100 | $11 | 12/31/2023 | Avion Wealth | 98 | $11 | 12/31/2023 | TIP | 98 | $11 | 12/31/2023 | First Pacific Financial | 99 | $11 | 12/31/2023 | TIP | 99 | $11 | 12/31/2023 | Foster Dykema Cabot & Co. Inc. MA | 109 | $11 | 09/30/2023 | TIP | 109 | $11 | 09/30/2023 | Highlander Capital Management LLC | 89 | $10 | 12/31/2023 | TIP | 89 | $10 | 12/31/2023 | Missouri Trust & Investment Co | 92 | $10 | 12/31/2023 | TIP | 92 | $10 | 12/31/2023 | Integrity Financial Corp WA | 90 | $10 | 12/31/2023 | TIP | 90 | $10 | 12/31/2023 | Antonetti Capital Management LLC | 95 | $10 | 09/30/2023 | TIP | 95 | $10 | 09/30/2023 | JFS Wealth Advisors LLC | 81 | $9 | 12/31/2023 | TIP | 81 | $9 | 12/31/2023 | Bellevue Asset Management LLC | 80 | $9 | 12/31/2023 | TIP | 80 | $9 | 12/31/2023 | BOK Financial Private Wealth Inc. | 72 | $8 | 12/31/2023 | TIP | 72 | $8 | 12/31/2023 | IAG Wealth Partners LLC | 78 | $8 | 12/31/2023 | TIP | 78 | $8 | 12/31/2023 | Colonial Trust Advisors | 63 | $7 | 12/31/2023 | TIP | 63 | $7 | 12/31/2023 | McIlrath & Eck LLC | 64 | $7 | 12/31/2023 | TIP | 64 | $7 | 12/31/2023 | Annapolis Financial Services LLC | 62 | $7 | 12/31/2023 | TIP | 62 | $7 | 12/31/2023 | Wetzel Investment Advisors Inc. | 69 | $7 | 12/31/2023 | TIP | 69 | $7 | 12/31/2023 | Country Trust Bank | 59 | $6 | 12/31/2023 | TIP | 59 | $6 | 12/31/2023 | Cedar Mountain Advisors LLC | 54 | $6 | 12/31/2023 | TIP | 54 | $6 | 12/31/2023 | Goodwin Investment Advisory | 52 | $6 | 12/31/2023 | TIP | 52 | $6 | 12/31/2023 | FSC Wealth Advisors LLC | 54 | $6 | 12/31/2023 | TIP | 54 | $6 | 12/31/2023 | McGlone Suttner Wealth Management Inc. | 49 | $5 | 12/31/2023 | TIP | 49 | $5 | 12/31/2023 | Union Savings Bank | 51 | $5 | 12/31/2023 | TIP | 51 | $5 | 12/31/2023 | Creekmur Asset Management LLC | 42 | $5 | 12/31/2023 | TIP | 42 | $5 | 12/31/2023 | Albion Financial Group UT | 36 | $4 | 12/31/2023 | TIP | 36 | $4 | 12/31/2023 | Wagner Wealth Management LLC | 36 | $4 | 12/31/2023 | TIP | 36 | $4 | 12/31/2023 | Your Advocates Ltd. LLP | 39 | $4 | 12/31/2023 | TIP | 39 | $4 | 12/31/2023 | Pacifica Partners Inc. | 37 | $4 | 12/31/2023 | TIP | 37 | $4 | 12/31/2023 | Davis Capital Management | 41 | $4 | 12/31/2023 | TIP | 41 | $4 | 12/31/2023 | Provence Wealth Management Group | 34 | $4 | 12/31/2023 | TIP | 34 | $4 | 12/31/2023 | Nemes Rush Group LLC | 36 | $4 | 12/31/2023 | TIP | 36 | $4 | 12/31/2023 | Financial Perspectives Inc | 36 | $4 | 12/31/2023 | TIP | 36 | $4 | 12/31/2023 | Valley National Advisers Inc. | 25 | $3 | 12/31/2023 | TIP | 25 | $3 | 12/31/2023 | Pin Oak Investment Advisors Inc. | 25 | $3 | 12/31/2023 | TIP | 25 | $3 | 12/31/2023 | Legacy Bridge LLC | 28 | $3 | 12/31/2023 | TIP | 28 | $3 | 12/31/2023 | Investors Research Corp | 28 | $3 | 12/31/2023 | TIP | 28 | $3 | 12/31/2023 | TFC Financial Management | 25 | $3 | 12/31/2023 | TIP | 25 | $3 | 12/31/2023 | Morton Brown Family Wealth LLC | 26 | $3 | 12/31/2023 | TIP | 26 | $3 | 12/31/2023 | Sachetta LLC | 26 | $3 | 12/31/2023 | TIP | 26 | $3 | 12/31/2023 | Granite Investment Partners LLC | 18 | $2 | 12/31/2023 | TIP | 18 | $2 | 12/31/2023 | Macroview Investment Management LLC | 16 | $2 | 12/31/2023 | TIP | 16 | $2 | 12/31/2023 | Oakworth Capital Inc. | 22 | $2 | 12/31/2023 | TIP | 22 | $2 | 12/31/2023 | Tradewinds Capital Management LLC | 19 | $2 | 12/31/2023 | TIP | 19 | $2 | 12/31/2023 | Farmers & Merchants Trust Co of Chambersburg PA | 21 | $2 | 12/31/2023 | TIP | 21 | $2 | 12/31/2023 | VisionPoint Advisory Group LLC | 21 | $2 | 12/31/2023 | TIP | 21 | $2 | 12/31/2023 | Bank of New Hampshire | 20 | $2 | 12/31/2023 | TIP | 20 | $2 | 12/31/2023 | PayPay Securities Corp | 16 | $2 | 12/31/2023 | TIP | 16 | $2 | 12/31/2023 | Global Wealth Strategies & Associates | 14 | $2 | 12/31/2023 | TIP | 14 | $2 | 12/31/2023 | Sutton Wealth Advisors Inc. | 21 | $2 | 09/30/2023 | TIP | 21 | $2 | 09/30/2023 | Tower Research Capital LLC TRC | 5 | $1 | 12/31/2023 | TIP | 5 | $1 | 12/31/2023 | Financial Advisory Service Inc. | 7 | $1 | 12/31/2023 | TIP | 7 | $1 | 12/31/2023 | Eukles Asset Management | 11 | $1 | 12/31/2023 | TIP | 11 | $1 | 12/31/2023 | Rain Capital Management LLC | 8 | $1 | 12/31/2023 | TIP | 8 | $1 | 12/31/2023 | Live Oak Investment Partners | 11 | $1 | 12/31/2023 | TIP | 11 | $1 | 12/31/2023 | Aspire Wealth Management Corp | 11 | $1 | 12/31/2023 | TIP | 11 | $1 | 12/31/2023 | VitalStone Financial LLC | 11 | $1 | 12/31/2023 | TIP | 11 | $1 | 12/31/2023 | Hallmark Capital Management Inc. | 1 | $0 | 12/31/2023 | TIP | 1 | $0 | 12/31/2023 | Quattro Financial Advisors LLC | 107 | $0 | 12/31/2023 | TIP | 107 | $0 | 12/31/2023 | Rockbridge Investment Management LCC | 2 | $0 | 12/31/2023 | TIP | 2 | $0 | 12/31/2023 | Bell Investment Advisors Inc | 4 | $0 | 12/31/2023 | TIP | 4 | $0 | 12/31/2023 | Citadel Advisors LLC | | $-86 | 12/31/2023 | Put | 2,700 | $290 | 12/31/2023 | Call | 1,900 | $204 | 12/31/2023 | Point72 Asset Management L.P. | | $-1,989 | 12/31/2023 | Put | 25,500 | $2,741 | 12/31/2023 | TIP | 7,000 | $752 | 12/31/2023 | All Terrain Financial Advisors LLC | 3,051 | $-7,869 | 12/31/2023 | Put | 50,400 | $8,197 | 12/31/2023 | TIP | 3,051 | $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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