|
|
|
On this page, we present all of the funds holding VB from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding VB, with a link to that fund's top holdings. The next columns
indicate the amount of VB stock held by each of the funds holding VB, followed by the VB position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 1804 funds holding VB within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE
(or by any of the other funds holding VB), click the fund name in the "Holder" column of the funds-holding-VB table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Bank of America Corp DE | 19,589,793 | $4,179,091 | 12/31/2023 | VB | 19,589,793 | $4,179,091 | 12/31/2023 | Morgan Stanley | 7,017,796 | $1,497,107 | 12/31/2023 | VB | 7,017,796 | $1,497,107 | 12/31/2023 | Jones Financial Companies Lllp | 6,607,375 | $1,409,551 | 12/31/2023 | VB | 6,607,375 | $1,409,551 | 12/31/2023 | Cerity Partners LLC | 5,715,012 | $1,219,184 | 12/31/2023 | VB | 5,715,012 | $1,219,184 | 12/31/2023 | Envestnet Asset Management Inc. | 4,432,669 | $945,621 | 12/31/2023 | VB | 4,432,669 | $945,621 | 12/31/2023 | Wells Fargo & Company MN | 4,284,224 | $913,954 | 12/31/2023 | VB | 4,284,224 | $913,954 | 12/31/2023 | UBS Group AG | 3,777,241 | $805,799 | 12/31/2023 | VB | 3,777,241 | $805,799 | 12/31/2023 | LPL Financial LLC | 3,247,041 | $692,691 | 12/31/2023 | VB | 3,247,041 | $692,691 | 12/31/2023 | Bank of New York Mellon Corp | 2,881,767 | $658,743 | 03/31/2024 | VB | 2,881,767 | $658,743 | 03/31/2024 | Ameriprise Financial Inc. | 2,352,788 | $502,459 | 12/31/2023 | VB | 2,352,788 | $502,459 | 12/31/2023 | Goldman Sachs Group Inc. | 2,121,547 | $452,590 | 12/31/2023 | VB | 2,121,547 | $452,590 | 12/31/2023 | The PNC Financial Services Group Inc. | 1,903,543 | $406,083 | 12/31/2023 | VB | 1,903,543 | $406,083 | 12/31/2023 | Creative Planning | 1,855,665 | $395,869 | 12/31/2023 | VB | 1,855,665 | $395,869 | 12/31/2023 | Charles Schwab Investment Advisory Inc. | 1,854,527 | $395,626 | 12/31/2023 | VB | 1,854,527 | $395,626 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 1,794,759 | $382,876 | 12/31/2023 | VB | 1,794,759 | $382,876 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 1,682,013 | $358,822 | 12/31/2023 | VB | 1,682,013 | $358,822 | 12/31/2023 | Royal Bank of Canada | 1,467,863 | $313,140 | 12/31/2023 | VB | 1,467,863 | $313,140 | 12/31/2023 | Wealthfront Advisers LLC | 1,305,874 | $298,510 | 03/31/2024 | VB | 1,305,874 | $298,510 | 03/31/2024 | Raymond James Financial Services Advisors Inc. | 1,284,927 | $293,722 | 03/31/2024 | VB | 1,284,927 | $293,722 | 03/31/2024 | Captrust Financial Advisors | 1,305,262 | $278,451 | 12/31/2023 | VB | 1,305,262 | $278,451 | 12/31/2023 | CIBC Private Wealth Group LLC | 1,166,174 | $248,780 | 12/31/2023 | VB | 1,166,174 | $248,780 | 12/31/2023 | Mariner LLC | 1,075,614 | $229,462 | 12/31/2023 | VB | 1,075,614 | $229,462 | 12/31/2023 | Stifel Financial Corp | 980,273 | $209,126 | 12/31/2023 | VB | 980,273 | $209,126 | 12/31/2023 | Commonwealth Equity Services LLC | 974,556 | $207,902 | 12/31/2023 | VB | 974,556 | $207,902 | 12/31/2023 | Glenmede Trust Co. NA | 961,698 | $205,159 | 12/31/2023 | VB | 961,698 | $205,159 | 12/31/2023 | Punch & Associates Investment Management Inc. | | $195,820 | 12/31/2023 | Call | 917 | $195,624 | 12/31/2023 | VB | 917 | $196 | 12/31/2023 | Mission Wealth Management LP | 888,435 | $189,530 | 12/31/2023 | VB | 888,435 | $189,530 | 12/31/2023 | TIAA Trust National Association | 836,911 | $178,538 | 12/31/2023 | VB | 836,911 | $178,538 | 12/31/2023 | JPMorgan Chase & Co. | 832,289 | $177,552 | 12/31/2023 | VB | 832,289 | $177,552 | 12/31/2023 | Raymond James & Associates | 776,379 | $177,472 | 03/31/2024 | VB | 776,379 | $177,472 | 03/31/2024 | Advisor Group Holdings Inc. | 797,910 | $170,326 | 12/31/2023 | VB | 797,910 | $170,326 | 12/31/2023 | HighTower Advisors LLC | 796,534 | $169,862 | 12/31/2023 | VB | 796,534 | $169,862 | 12/31/2023 | Signaturefd LLC | 783,385 | $167,119 | 12/31/2023 | VB | 783,385 | $167,119 | 12/31/2023 | FMR LLC | 781,932 | $166,810 | 12/31/2023 | VB | 781,932 | $166,810 | 12/31/2023 | 1832 Asset Management L.P. | 722,339 | $154,097 | 12/31/2023 | VB | 722,339 | $154,097 | 12/31/2023 | Baird Financial Group Inc. | 714,337 | $152,390 | 12/31/2023 | VB | 714,337 | $152,390 | 12/31/2023 | Wellington Management Group LLP | 703,985 | $150,181 | 12/31/2023 | VB | 703,985 | $150,181 | 12/31/2023 | Natixis Advisors L.P. | 632,228 | $144,521 | 03/31/2024 | VB | 632,228 | $144,521 | 03/31/2024 | State Street Corp | 653,327 | $139,374 | 12/31/2023 | VB | 653,327 | $139,374 | 12/31/2023 | Bank of Montreal Can | 604,993 | $130,781 | 12/31/2023 | VB | 604,993 | $130,781 | 12/31/2023 | Truist Financial Corp | 572,854 | $122,207 | 12/31/2023 | VB | 572,854 | $122,207 | 12/31/2023 | Badgley Phelps Wealth Managers LLC | 513,634 | $109,574 | 12/31/2023 | VB | 513,634 | $109,574 | 12/31/2023 | Employees Retirement System of Texas | 467,925 | $99,822 | 12/31/2023 | VB | 467,925 | $99,822 | 12/31/2023 | Pinnacle Associates Ltd. | 416,154 | $95,129 | 03/31/2024 | VB | 416,154 | $95,129 | 03/31/2024 | Efficient Advisors LLC | 441,803 | $94,250 | 12/31/2023 | VB | 441,803 | $94,250 | 12/31/2023 | Vanguard Group Inc. | 438,501 | $93,546 | 12/31/2023 | VB | 438,501 | $93,546 | 12/31/2023 | Fifth Third Bancorp | 389,217 | $88,971 | 03/31/2024 | VB | 389,217 | $88,971 | 03/31/2024 | Davis R M Inc. | 415,384 | $88,614 | 12/31/2023 | VB | 415,384 | $88,614 | 12/31/2023 | Nicholas Hoffman & Company LLC. | 384,129 | $87,808 | 03/31/2024 | VB | 384,129 | $87,808 | 03/31/2024 | US Bancorp DE | 409,798 | $87,423 | 12/31/2023 | VB | 409,798 | $87,423 | 12/31/2023 | Balyasny Asset Management LLC | 406,500 | $86,719 | 12/31/2023 | VB | 406,500 | $86,719 | 12/31/2023 | Moneta Group Investment Advisors LLC | 403,327 | $86,042 | 12/31/2023 | VB | 403,327 | $86,042 | 12/31/2023 | Pathstone Holdings LLC | 403,942 | $85,800 | 12/31/2023 | VB | 403,942 | $85,800 | 12/31/2023 | CI Private Wealth LLC | 402,076 | $85,775 | 12/31/2023 | VB | 402,076 | $85,775 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 374,736 | $85,661 | 03/31/2024 | VB | 374,736 | $85,661 | 03/31/2024 | Twin Tree Management LP | | $85,420 | 12/31/2023 | Call | 307,500 | $69,503 | 12/31/2023 | VB | 74,613 | $15,917 | 12/31/2023 | Janus Henderson Group PLC | 383,225 | $81,753 | 12/31/2023 | VB | 383,225 | $81,753 | 12/31/2023 | Heartwood Wealth Advisors LLC | 347,720 | $79,485 | 03/31/2024 | VB | 347,720 | $79,485 | 03/31/2024 | Private Advisor Group LLC | 367,756 | $78,453 | 12/31/2023 | VB | 367,756 | $78,453 | 12/31/2023 | Baker Avenue Asset Management LP | 364,025 | $77,657 | 12/31/2023 | VB | 364,025 | $77,657 | 12/31/2023 | Sontag Advisory LLC | 362,847 | $77,406 | 12/31/2023 | VB | 362,847 | $77,406 | 12/31/2023 | Cullen Frost Bankers Inc. | 360,261 | $76,855 | 12/31/2023 | VB | 360,261 | $76,855 | 12/31/2023 | Peapack Gladstone Financial Corp | 357,311 | $76,225 | 12/31/2023 | VB | 357,311 | $76,225 | 12/31/2023 | Millburn Ridgefield Corp | 319,470 | $73,028 | 03/31/2024 | VB | 319,470 | $73,028 | 03/31/2024 | Catalyst Capital Advisors LLC | 319,470 | $73,028 | 03/31/2024 | VB | 319,470 | $73,028 | 03/31/2024 | Fusion Family Wealth LLC | 341,199 | $72,788 | 12/31/2023 | VB | 341,199 | $72,788 | 12/31/2023 | Karpus Management Inc. | 339,548 | $72,436 | 12/31/2023 | VB | 339,548 | $72,436 | 12/31/2023 | MML Investors Services LLC | 335,891 | $71,656 | 12/31/2023 | VB | 335,891 | $71,656 | 12/31/2023 | M&T Bank Corp | 333,621 | $71,171 | 12/31/2023 | VB | 333,621 | $71,171 | 12/31/2023 | CBIZ Investment Advisory Services LLC | 319,393 | $68,136 | 12/31/2023 | VB | 319,393 | $68,136 | 12/31/2023 | Citigroup Inc. | 317,204 | $67,669 | 12/31/2023 | VB | 317,204 | $67,669 | 12/31/2023 | Trustmark National Bank Trust Department | 311,554 | $66,464 | 12/31/2023 | VB | 311,554 | $66,464 | 12/31/2023 | Vista Capital Partners Inc. | 291,443 | $62,173 | 12/31/2023 | VB | 291,443 | $62,173 | 12/31/2023 | Centered Wealth LLC dba Miller Equity Capital Advisors | 290,831 | $62,043 | 12/31/2023 | VB | 290,831 | $62,043 | 12/31/2023 | Invictus Private Wealth LLC | 289,423 | $61,743 | 12/31/2023 | VB | 289,423 | $61,743 | 12/31/2023 | Thrivent Financial for Lutherans | 281,362 | $60,023 | 12/31/2023 | VB | 281,362 | $60,023 | 12/31/2023 | American Trust | 278,995 | $59,518 | 12/31/2023 | VB | 278,995 | $59,518 | 12/31/2023 | Wilbanks Smith & Thomas Asset Management LLC | 278,863 | $59,490 | 12/31/2023 | VB | 278,863 | $59,490 | 12/31/2023 | Comerica Bank | 277,535 | $59,206 | 12/31/2023 | VB | 277,535 | $59,206 | 12/31/2023 | Smithfield Trust Co. | 275,552 | $58,701 | 12/31/2023 | VB | 275,552 | $58,701 | 12/31/2023 | BlackRock Inc. | 271,501 | $57,919 | 12/31/2023 | VB | 271,501 | $57,919 | 12/31/2023 | Cetera Advisor Networks LLC | 264,472 | $56,420 | 12/31/2023 | VB | 264,472 | $56,420 | 12/31/2023 | Equitable Holdings Inc. | 263,736 | $56,263 | 12/31/2023 | VB | 263,736 | $56,263 | 12/31/2023 | Assetmark Inc. | 261,656 | $55,819 | 12/31/2023 | VB | 261,656 | $55,819 | 12/31/2023 | Miracle Mile Advisors LLC | 242,212 | $55,367 | 03/31/2024 | VB | 242,212 | $55,367 | 03/31/2024 | Ellenbecker Investment Group | 242,044 | $55,329 | 03/31/2024 | VB | 242,044 | $55,329 | 03/31/2024 | Pittenger & Anderson Inc. | 256,254 | $54,667 | 12/31/2023 | VB | 256,254 | $54,667 | 12/31/2023 | Chandler Asset Management Inc. | 255,330 | $54,470 | 12/31/2023 | VB | 255,330 | $54,470 | 12/31/2023 | The Manufacturers Life Insurance Company | 253,803 | $54,142 | 12/31/2023 | VB | 253,803 | $54,142 | 12/31/2023 | Avantax Advisory Services Inc. | 251,116 | $53,571 | 12/31/2023 | VB | 251,116 | $53,571 | 12/31/2023 | GWM Advisors LLC | 246,217 | $51,943 | 12/31/2023 | VB | 246,217 | $51,943 | 12/31/2023 | Aurum Wealth Management Group LLC | 217,240 | $49,659 | 03/31/2024 | VB | 217,240 | $49,659 | 03/31/2024 | CENTRAL TRUST Co | 203,371 | $46,489 | 03/31/2024 | VB | 203,371 | $46,489 | 03/31/2024 | Garde Capital Inc. | 214,125 | $45,679 | 12/31/2023 | VB | 214,125 | $45,679 | 12/31/2023 | Jane Street Group LLC | | $44,902 | 12/31/2023 | Call | 525,100 | $138,235 | 12/31/2023 | Put | 650,200 | $93,820 | 12/31/2023 | VB | 2,285 | $487 | 12/31/2023 | Janney Montgomery Scott LLC | 208,580 | $44,497 | 12/31/2023 | VB | 208,580 | $44,497 | 12/31/2023 | Bessemer Group Inc. | 205,582 | $43,857 | 12/31/2023 | VB | 205,582 | $43,857 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 184,250 | $42,118 | 03/31/2024 | VB | 184,250 | $42,118 | 03/31/2024 | Kestra Advisory Services LLC | 195,619 | $41,731 | 12/31/2023 | VB | 195,619 | $41,731 | 12/31/2023 | Johnson Financial Group LLC | 193,911 | $41,367 | 12/31/2023 | VB | 193,911 | $41,367 | 12/31/2023 | Trust Co. of Virginia VA | 176,800 | $40,415 | 03/31/2024 | VB | 176,800 | $40,415 | 03/31/2024 | Park Avenue Securities LLC | 173,088 | $39,565 | 03/31/2024 | VB | 173,088 | $39,565 | 03/31/2024 | Acorn Financial Advisory Services Inc. ADV | 180,273 | $38,337 | 12/31/2023 | VB | 180,273 | $38,337 | 12/31/2023 | Parallel Advisors LLC | 176,572 | $37,668 | 12/31/2023 | VB | 176,572 | $37,668 | 12/31/2023 | McCarthy Grittinger Financial Group LLC | 164,537 | $37,612 | 03/31/2024 | VB | 164,537 | $37,612 | 03/31/2024 | Susquehanna International Group LLP | | $37,577 | 12/31/2023 | Call | 161,400 | $34,431 | 12/31/2023 | VB | 32,448 | $6,922 | 12/31/2023 | Put | 17,700 | $3,776 | 12/31/2023 | Davidson Investment Advisors | 174,009 | $37,121 | 12/31/2023 | VB | 174,009 | $37,121 | 12/31/2023 | First Command Advisory Services Inc. | 171,291 | $36,541 | 12/31/2023 | VB | 171,291 | $36,541 | 12/31/2023 | Ellevest Inc. | 171,171 | $36,516 | 12/31/2023 | VB | 171,171 | $36,516 | 12/31/2023 | BKD Wealth Advisors LLC | 158,345 | $36,196 | 03/31/2024 | VB | 158,345 | $36,196 | 03/31/2024 | Citizens Financial Group Inc RI | 161,174 | $34,383 | 12/31/2023 | VB | 161,174 | $34,383 | 12/31/2023 | Clearstead Advisors LLC | 161,028 | $34,352 | 12/31/2023 | VB | 161,028 | $34,352 | 12/31/2023 | Connecticut Wealth Management LLC | 157,514 | $33,603 | 12/31/2023 | VB | 157,514 | $33,603 | 12/31/2023 | Heritage Investors Management Corp | 154,701 | $33,002 | 12/31/2023 | VB | 154,701 | $33,002 | 12/31/2023 | BLB&B Advisors LLC | 142,636 | $32,605 | 03/31/2024 | VB | 142,636 | $32,605 | 03/31/2024 | Center for Financial Planning Inc. | 140,835 | $32,193 | 03/31/2024 | VB | 140,835 | $32,193 | 03/31/2024 | Alliancebernstein L.P. | 150,600 | $32,127 | 12/31/2023 | VB | 150,600 | $32,127 | 12/31/2023 | Investments & Financial Planning LLC | 149,860 | $31,970 | 12/31/2023 | VB | 149,860 | $31,970 | 12/31/2023 | Legacy Financial Group LLC | 139,760 | $31,948 | 03/31/2024 | VB | 139,760 | $31,948 | 03/31/2024 | Aufman Associates Inc | 148,727 | $31,728 | 12/31/2023 | VB | 148,727 | $31,728 | 12/31/2023 | RSM US Wealth Management LLC | 147,747 | $31,519 | 12/31/2023 | VB | 147,747 | $31,519 | 12/31/2023 | Country Trust Bank | 134,610 | $30,770 | 03/31/2024 | VB | 134,610 | $30,770 | 03/31/2024 | CX Institutional | 134,594 | $30,767 | 03/31/2024 | VB | 134,594 | $30,767 | 03/31/2024 | Envestnet Portfolio Solutions Inc. | 144,094 | $30,740 | 12/31/2023 | VB | 144,094 | $30,740 | 12/31/2023 | Chatham Capital Group Inc. | 132,949 | $30,391 | 03/31/2024 | VB | 132,949 | $30,391 | 03/31/2024 | Scott Capital Advisors LLC | 134,788 | $30,366 | 03/31/2024 | VB | 134,788 | $30,366 | 03/31/2024 | Regions Financial Corp | 131,791 | $30,126 | 03/31/2024 | VB | 131,791 | $30,126 | 03/31/2024 | NewEdge Wealth LLC | 139,519 | $29,764 | 12/31/2023 | VB | 139,519 | $29,764 | 12/31/2023 | Prio Wealth Limited Partnership | 139,365 | $29,731 | 12/31/2023 | VB | 139,365 | $29,731 | 12/31/2023 | Empowered Funds LLC | 137,911 | $29,421 | 12/31/2023 | VB | 137,911 | $29,421 | 12/31/2023 | Whelan Financial | 128,130 | $29,289 | 03/31/2024 | VB | 128,130 | $29,289 | 03/31/2024 | Cetera Investment Advisers | 135,575 | $28,922 | 12/31/2023 | VB | 135,575 | $28,922 | 12/31/2023 | Betterment LLC | 135,236 | $28,850 | 12/31/2023 | VB | 135,236 | $28,850 | 12/31/2023 | Wealthquest Corp | 134,427 | $28,677 | 12/31/2023 | VB | 134,427 | $28,677 | 12/31/2023 | Brown Advisory Inc. | 125,301 | $28,643 | 03/31/2024 | VB | 125,301 | $28,643 | 03/31/2024 | Joel Isaacson & Co. LLC | 132,950 | $28,362 | 12/31/2023 | VB | 132,950 | $28,362 | 12/31/2023 | PrairieView Partners LLC | 131,627 | $28,080 | 12/31/2023 | VB | 131,627 | $28,080 | 12/31/2023 | SP Asset Management LLC | 131,508 | $28,055 | 12/31/2023 | VB | 131,508 | $28,055 | 12/31/2023 | Randolph Co Inc | 120,531 | $27,552 | 03/31/2024 | VB | 120,531 | $27,552 | 03/31/2024 | Hill Island Financial LLC | 129,002 | $27,520 | 12/31/2023 | VB | 129,002 | $27,520 | 12/31/2023 | Atria Wealth Solutions Inc. | 128,657 | $27,446 | 12/31/2023 | VB | 128,657 | $27,446 | 12/31/2023 | Sofi Wealth LLC | 127,173 | $27,130 | 12/31/2023 | VB | 127,173 | $27,130 | 12/31/2023 | Chicago Partners Investment Group LLC | 123,976 | $26,866 | 03/31/2024 | VB | 123,976 | $26,866 | 03/31/2024 | AMG National Trust Bank | 125,726 | $26,821 | 12/31/2023 | VB | 125,726 | $26,821 | 12/31/2023 | Rockefeller Capital Management L.P. | 123,790 | $26,408 | 12/31/2023 | VB | 123,790 | $26,408 | 12/31/2023 | MBE Wealth Management LLC | 115,430 | $26,386 | 03/31/2024 | VB | 115,430 | $26,386 | 03/31/2024 | Moller Financial Services | 114,894 | $26,264 | 03/31/2024 | VB | 114,894 | $26,264 | 03/31/2024 | Bluestem Financial Advisors LLC | 111,660 | $25,524 | 03/31/2024 | VB | 111,660 | $25,524 | 03/31/2024 | Bank of Hawaii | 118,629 | $25,307 | 12/31/2023 | VB | 118,629 | $25,307 | 12/31/2023 | Wolff Financial Management LLC | 108,785 | $24,867 | 03/31/2024 | VB | 108,785 | $24,867 | 03/31/2024 | Leavell Investment Management Inc. | 108,164 | $24,725 | 03/31/2024 | VB | 108,164 | $24,725 | 03/31/2024 | United Capital Financial Advisers LLC | 115,032 | $24,540 | 12/31/2023 | VB | 115,032 | $24,540 | 12/31/2023 | Taylor Cottrill Erickson & Associates Inc. | 114,576 | $24,443 | 12/31/2023 | VB | 114,576 | $24,443 | 12/31/2023 | Estate Counselors LLC | 111,970 | $23,887 | 12/31/2023 | VB | 111,970 | $23,887 | 12/31/2023 | Pinnacle Wealth Management Advisory Group LLC | 111,386 | $23,762 | 12/31/2023 | VB | 111,386 | $23,762 | 12/31/2023 | Northern Trust Corp | 110,101 | $23,488 | 12/31/2023 | VB | 110,101 | $23,488 | 12/31/2023 | Montag A & Associates Inc. | 109,681 | $23,398 | 12/31/2023 | VB | 109,681 | $23,398 | 12/31/2023 | Integrated Wealth Concepts LLC | 109,339 | $23,325 | 12/31/2023 | VB | 109,339 | $23,325 | 12/31/2023 | Ballast Inc. | 108,783 | $23,207 | 12/31/2023 | VB | 108,783 | $23,207 | 12/31/2023 | Patriot Investment Management Inc. | 100,977 | $23,082 | 03/31/2024 | VB | 100,977 | $23,082 | 03/31/2024 | Crewe Advisors LLC | 106,614 | $22,744 | 12/31/2023 | VB | 106,614 | $22,744 | 12/31/2023 | SRS Capital Advisors Inc. | 104,236 | $22,237 | 12/31/2023 | VB | 104,236 | $22,237 | 12/31/2023 | Woodmont Investment Counsel LLC | 96,033 | $21,952 | 03/31/2024 | VB | 96,033 | $21,952 | 03/31/2024 | Clear Rock Advisors LLC | 102,487 | $21,946 | 12/31/2023 | VB | 102,487 | $21,946 | 12/31/2023 | DT Investment Partners LLC | 103,329 | $21,909 | 12/31/2023 | VB | 103,329 | $21,909 | 12/31/2023 | Financial Synergies Wealth Advisors Inc. | 94,083 | $21,506 | 03/31/2024 | VB | 94,083 | $21,506 | 03/31/2024 | EP Wealth Advisors LLC | 100,634 | $21,468 | 12/31/2023 | VB | 100,634 | $21,468 | 12/31/2023 | WBH Advisory Inc. | 93,301 | $21,328 | 03/31/2024 | VB | 93,301 | $21,328 | 03/31/2024 | BCK Partners Inc. | 99,220 | $21,167 | 12/31/2023 | VB | 99,220 | $21,167 | 12/31/2023 | 3Chopt Investment Partners LLC | 99,079 | $21,137 | 12/31/2023 | VB | 99,079 | $21,137 | 12/31/2023 | Kohmann Bosshard Financial Services LLC | 91,809 | $20,987 | 03/31/2024 | VB | 91,809 | $20,987 | 03/31/2024 | D.A. Davidson & CO. | 97,261 | $20,749 | 12/31/2023 | VB | 97,261 | $20,749 | 12/31/2023 | FIL Ltd | 96,562 | $20,600 | 12/31/2023 | VB | 96,562 | $20,600 | 12/31/2023 | Mountain Capital Investment Advisors Inc | 89,210 | $20,098 | 03/31/2024 | VB | 89,210 | $20,098 | 03/31/2024 | Riverview Capital Advisers LLC | 93,982 | $20,049 | 12/31/2023 | VB | 93,982 | $20,049 | 12/31/2023 | Cable Hill Partners LLC | 93,925 | $19,593 | 12/31/2023 | VB | 93,925 | $19,593 | 12/31/2023 | Pure Financial Advisors Inc. | 84,068 | $19,217 | 03/31/2024 | VB | 84,068 | $19,217 | 03/31/2024 | BOK Financial Private Wealth Inc. | 87,995 | $18,772 | 12/31/2023 | VB | 87,995 | $18,772 | 12/31/2023 | Savant Capital LLC | 87,401 | $18,645 | 12/31/2023 | VB | 87,401 | $18,645 | 12/31/2023 | DiMeo Schneider & Associates L.L.C. | 86,151 | $18,379 | 12/31/2023 | VB | 86,151 | $18,379 | 12/31/2023 | ST Germain D J Co. Inc. | 80,298 | $18,355 | 03/31/2024 | VB | 80,298 | $18,355 | 03/31/2024 | Berkshire Asset Management LLC PA | 85,657 | $18,273 | 12/31/2023 | VB | 85,657 | $18,273 | 12/31/2023 | Hurlow Wealth Management Group Inc. | 78,892 | $18,034 | 03/31/2024 | VB | 78,892 | $18,034 | 03/31/2024 | Change Path LLC | 83,467 | $17,806 | 12/31/2023 | VB | 83,467 | $17,806 | 12/31/2023 | Peninsula Wealth LLC | 83,430 | $17,798 | 12/31/2023 | VB | 83,430 | $17,798 | 12/31/2023 | Brookstone Capital Management | 77,740 | $17,771 | 03/31/2024 | VB | 77,740 | $17,771 | 03/31/2024 | Orion Portfolio Solutions LLC | 84,125 | $17,678 | 12/31/2023 | VB | 84,125 | $17,678 | 12/31/2023 | Marietta Wealth Management LLC | 77,050 | $17,613 | 03/31/2024 | VB | 77,050 | $17,613 | 03/31/2024 | Roof Eidam & Maycock ADV | 82,039 | $17,501 | 12/31/2023 | VB | 82,039 | $17,501 | 12/31/2023 | Nelson Roberts Investment Advisors LLC | 81,657 | $17,420 | 12/31/2023 | VB | 81,657 | $17,420 | 12/31/2023 | Private Capital Management LLC | 76,018 | $17,377 | 03/31/2024 | VB | 76,018 | $17,377 | 03/31/2024 | Marshall Financial Group Inc. ADV | 81,334 | $17,351 | 12/31/2023 | VB | 81,334 | $17,351 | 12/31/2023 | Beacon Pointe Advisors LLC | 80,983 | $17,276 | 12/31/2023 | VB | 80,983 | $17,276 | 12/31/2023 | GenTrust LLC | 75,342 | $17,222 | 03/31/2024 | VB | 75,342 | $17,222 | 03/31/2024 | Annex Advisory Services LLC | 74,478 | $17,025 | 03/31/2024 | VB | 74,478 | $17,025 | 03/31/2024 | Coldstream Capital Management Inc. | 79,058 | $16,865 | 12/31/2023 | VB | 79,058 | $16,865 | 12/31/2023 | MBM Wealth Consultants LLC | 73,190 | $16,730 | 03/31/2024 | VB | 73,190 | $16,730 | 03/31/2024 | HB Wealth Management LLC | 77,734 | $16,584 | 12/31/2023 | VB | 77,734 | $16,584 | 12/31/2023 | Brown Financial Advisory | 72,357 | $16,540 | 03/31/2024 | VB | 72,357 | $16,540 | 03/31/2024 | Salem Investment Counselors Inc. | 71,839 | $16,422 | 03/31/2024 | VB | 71,839 | $16,422 | 03/31/2024 | Stephens Inc. AR | 76,937 | $16,413 | 12/31/2023 | VB | 76,937 | $16,413 | 12/31/2023 | Gemmer Asset Management LLC | 71,244 | $16,286 | 03/31/2024 | VB | 71,244 | $16,286 | 03/31/2024 | Wooster Corthell Wealth Management Inc. | 75,791 | $16,169 | 12/31/2023 | VB | 75,791 | $16,169 | 12/31/2023 | Fifth Third Wealth Advisors LLC | | $15,888 | 03/31/2024 | 500 INDEX ADM | 10,193 | $4,942 | 03/31/2024 | VB | 20,960 | $4,791 | 03/31/2024 | DEV MKT INDX ADM | 118,379 | $1,906 | 03/31/2024 | INDEX FDS MDCAP INDX | 4,679 | $1,448 | 03/31/2024 | SML CAP INDX ADM | 6,263 | $686 | 03/31/2024 | EM MKT STK IND ADM | 17,307 | $602 | 03/31/2024 | WELLINGTON ADM | 7,422 | $556 | 03/31/2024 | GROWTH INDEX ADM | 2,161 | $383 | 03/31/2024 | TTL STK MKT ADM | 2,372 | $300 | 03/31/2024 | US GROWTH FUND ADM | 1,663 | $274 | 03/31/2024 | Compton Wealth Advisory Group LLC | 68,920 | $15,754 | 03/31/2024 | VB | 68,920 | $15,754 | 03/31/2024 | JFG Wealth Management LLC | 73,833 | $15,751 | 12/31/2023 | VB | 73,833 | $15,751 | 12/31/2023 | Capital Asset Advisory Services LLC | 68,969 | $15,418 | 03/31/2024 | VB | 68,969 | $15,418 | 03/31/2024 | AJ Advisors LLC | 66,635 | $15,232 | 03/31/2024 | VB | 66,635 | $15,232 | 03/31/2024 | Northeast Investment Management | 71,373 | $15,226 | 12/31/2023 | VB | 71,373 | $15,226 | 12/31/2023 | SAM Advisors LLC | 69,990 | $14,931 | 12/31/2023 | VB | 69,990 | $14,931 | 12/31/2023 | Twele Capital Management Inc. | 65,266 | $14,919 | 03/31/2024 | VB | 65,266 | $14,919 | 03/31/2024 | Arrow Financial Corp | 69,489 | $14,824 | 12/31/2023 | VB | 69,489 | $14,824 | 12/31/2023 | DeDora Capital Inc. | 64,752 | $14,802 | 03/31/2024 | VB | 64,752 | $14,802 | 03/31/2024 | Franklin Resources Inc. | 69,316 | $14,787 | 12/31/2023 | VB | 69,316 | $14,787 | 12/31/2023 | GDS Wealth Management | 63,990 | $14,627 | 03/31/2024 | VB | 63,990 | $14,627 | 03/31/2024 | Great Valley Advisor Group Inc. | 68,324 | $14,576 | 12/31/2023 | VB | 68,324 | $14,576 | 12/31/2023 | Bristlecone Advisors LLC | 63,755 | $14,574 | 03/31/2024 | VB | 63,755 | $14,574 | 03/31/2024 | Bradley Foster & Sargent Inc. CT | 67,939 | $14,493 | 12/31/2023 | VB | 67,939 | $14,493 | 12/31/2023 | Full Sail Capital LLC | 67,699 | $14,442 | 12/31/2023 | VB | 67,699 | $14,442 | 12/31/2023 | Elm Partners Management LLC | 67,013 | $14,296 | 12/31/2023 | VB | 67,013 | $14,296 | 12/31/2023 | Crane Advisory LLC | 64,212 | $14,242 | 03/31/2024 | VB | 64,212 | $14,242 | 03/31/2024 | AGF Management Ltd. | 66,541 | $14,195 | 12/31/2023 | VB | 66,541 | $14,195 | 12/31/2023 | Sage Rhino Capital LLC | 61,686 | $14,101 | 03/31/2024 | VB | 61,686 | $14,101 | 03/31/2024 | Acropolis Investment Management LLC | 61,669 | $14,097 | 03/31/2024 | VB | 61,669 | $14,097 | 03/31/2024 | Golden Road Advisors LLC | 61,242 | $13,999 | 03/31/2024 | VB | 61,242 | $13,999 | 03/31/2024 | Glenview Trust Co | 65,008 | $13,868 | 12/31/2023 | VB | 65,008 | $13,868 | 12/31/2023 | Daymark Wealth Partners LLC | 60,144 | $13,748 | 03/31/2024 | VB | 60,144 | $13,748 | 03/31/2024 | Flagship Harbor Advisors LLC | 59,959 | $13,706 | 03/31/2024 | VB | 59,959 | $13,706 | 03/31/2024 | Axxcess Wealth Management LLC | 63,778 | $13,606 | 12/31/2023 | VB | 63,778 | $13,606 | 12/31/2023 | Strategic Investment Advisors MI | 59,203 | $13,533 | 03/31/2024 | VB | 59,203 | $13,533 | 03/31/2024 | Wealth Architects LLC | 63,197 | $13,482 | 12/31/2023 | VB | 63,197 | $13,482 | 12/31/2023 | CIC Wealth LLC | 58,848 | $13,452 | 03/31/2024 | VB | 58,848 | $13,452 | 03/31/2024 | Modera Wealth Management LLC | 62,839 | $13,405 | 12/31/2023 | VB | 62,839 | $13,405 | 12/31/2023 | U.S. Capital Wealth Advisors LLC | 62,624 | $13,360 | 12/31/2023 | VB | 62,624 | $13,360 | 12/31/2023 | GoalVest Advisory LLC | 58,158 | $13,294 | 03/31/2024 | VB | 58,158 | $13,294 | 03/31/2024 | Whittier Trust Co. | 62,150 | $13,258 | 12/31/2023 | VB | 62,150 | $13,258 | 12/31/2023 | AE Wealth Management LLC | 62,973 | $13,239 | 12/31/2023 | VB | 62,973 | $13,239 | 12/31/2023 | Stratos Wealth Partners LTD. | 57,838 | $13,221 | 03/31/2024 | VB | 57,838 | $13,221 | 03/31/2024 | Charles Schwab Trust Co | 57,426 | $13,127 | 03/31/2024 | VB | 57,426 | $13,127 | 03/31/2024 | Whittier Trust Co. of Nevada Inc. | 61,357 | $13,089 | 12/31/2023 | VB | 61,357 | $13,089 | 12/31/2023 | Capital Advisors Inc. OK | 61,118 | $13,038 | 12/31/2023 | VB | 61,118 | $13,038 | 12/31/2023 | Atria Investments LLC | 60,806 | $12,972 | 12/31/2023 | VB | 60,806 | $12,972 | 12/31/2023 | Perigon Wealth Management LLC | 59,581 | $12,710 | 12/31/2023 | VB | 59,581 | $12,710 | 12/31/2023 | US Financial Advisors LLC | 59,434 | $12,679 | 12/31/2023 | VB | 59,434 | $12,679 | 12/31/2023 | Circle Wealth Management LLC | 58,908 | $12,567 | 12/31/2023 | VB | 58,908 | $12,567 | 12/31/2023 | McClarren Financial Advisors Inc. | 58,682 | $12,519 | 12/31/2023 | VB | 58,682 | $12,519 | 12/31/2023 | BancorpSouth Bank | 58,606 | $12,502 | 12/31/2023 | VB | 58,606 | $12,502 | 12/31/2023 | CRA Financial Services LLC | 54,578 | $12,476 | 03/31/2024 | VB | 54,578 | $12,476 | 03/31/2024 | Simplicity Wealth LLC | 54,184 | $12,386 | 03/31/2024 | VB | 54,184 | $12,386 | 03/31/2024 | Dynamic Advisor Solutions LLC | 54,096 | $12,366 | 03/31/2024 | VB | 54,096 | $12,366 | 03/31/2024 | Iron Horse Wealth Management LLC | 53,986 | $12,341 | 03/31/2024 | VB | 53,986 | $12,341 | 03/31/2024 | Cyndeo Wealth Partners LLC | 53,905 | $12,322 | 03/31/2024 | VB | 53,905 | $12,322 | 03/31/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 57,530 | $12,273 | 12/31/2023 | VB | 57,530 | $12,273 | 12/31/2023 | Tectonic Advisors LLC | 57,435 | $12,253 | 12/31/2023 | VB | 57,435 | $12,253 | 12/31/2023 | Buckingham Strategic Wealth LLC | 57,313 | $12,227 | 12/31/2023 | VB | 57,313 | $12,227 | 12/31/2023 | Cetera Advisors LLC | 57,216 | $12,206 | 12/31/2023 | VB | 57,216 | $12,206 | 12/31/2023 | National Asset Management Inc. | 57,181 | $12,198 | 12/31/2023 | VB | 57,181 | $12,198 | 12/31/2023 | Lincoln National Corp | 57,087 | $12,178 | 12/31/2023 | VB | 57,087 | $12,178 | 12/31/2023 | Summit Financial LLC | 52,951 | $12,104 | 03/31/2024 | VB | 52,951 | $12,104 | 03/31/2024 | Staley Capital Advisers Inc. | 56,683 | $12,092 | 12/31/2023 | VB | 56,683 | $12,092 | 12/31/2023 | TruWealth Advisors LLC | 51,415 | $11,753 | 03/31/2024 | VB | 51,415 | $11,753 | 03/31/2024 | AA Financial Advisors LLC | 54,426 | $11,611 | 12/31/2023 | VB | 54,426 | $11,611 | 12/31/2023 | Koesten Hirschmann & Crabtree INC. | 54,320 | $11,588 | 12/31/2023 | VB | 54,320 | $11,588 | 12/31/2023 | MAI Capital Management | 53,666 | $11,449 | 12/31/2023 | VB | 53,666 | $11,449 | 12/31/2023 | Orgel Wealth Management LLC | 49,961 | $11,421 | 03/31/2024 | VB | 49,961 | $11,421 | 03/31/2024 | Von Berge Wealth Management Group LLC | 49,525 | $11,321 | 03/31/2024 | VB | 49,525 | $11,321 | 03/31/2024 | Sawtooth Solutions LLC | 53,036 | $11,314 | 12/31/2023 | VB | 53,036 | $11,314 | 12/31/2023 | Bleakley Financial Group LLC | 53,036 | $11,314 | 12/31/2023 | VB | 53,036 | $11,314 | 12/31/2023 | White Wing Wealth Management | 49,825 | $11,292 | 03/31/2024 | VB | 49,825 | $11,292 | 03/31/2024 | Gpwm LLC | 49,257 | $11,260 | 03/31/2024 | VB | 49,257 | $11,260 | 03/31/2024 | Grimes & Company Inc. | 49,105 | $11,225 | 03/31/2024 | VB | 49,105 | $11,225 | 03/31/2024 | David Kennon Inc | 52,525 | $11,205 | 12/31/2023 | VB | 52,525 | $11,205 | 12/31/2023 | 25 LLC | 48,958 | $11,191 | 03/31/2024 | VB | 48,958 | $11,191 | 03/31/2024 | Horizons Wealth Management | 52,186 | $11,133 | 03/31/2024 | VB | 52,186 | $11,133 | 03/31/2024 | Lido Advisors LLC | 52,015 | $11,096 | 12/31/2023 | VB | 52,015 | $11,096 | 12/31/2023 | Venture Visionary Partners LLC | 51,832 | $11,057 | 12/31/2023 | VB | 51,832 | $11,057 | 12/31/2023 | Arkadios Wealth Advisors | 51,611 | $11,010 | 12/31/2023 | VB | 51,611 | $11,010 | 12/31/2023 | Red Wave Investments LLC | 51,379 | $10,961 | 12/31/2023 | VB | 51,379 | $10,961 | 12/31/2023 | Asset Management Group Inc. | 51,361 | $10,957 | 12/31/2023 | VB | 51,361 | $10,957 | 12/31/2023 | Oppenheimer & Co. Inc. | 51,139 | $10,909 | 12/31/2023 | VB | 51,139 | $10,909 | 12/31/2023 | Buckingham Strategic Partners | 51,098 | $10,901 | 12/31/2023 | VB | 51,098 | $10,901 | 12/31/2023 | Sage Mountain Advisors LLC | 47,616 | $10,885 | 03/31/2024 | VB | 47,616 | $10,885 | 03/31/2024 | Associated Banc Corp | 50,889 | $10,856 | 12/31/2023 | VB | 50,889 | $10,856 | 12/31/2023 | Agate Pass Investment Management LLC | 47,136 | $10,775 | 03/31/2024 | VB | 47,136 | $10,775 | 03/31/2024 | GoalFusion Wealth Management LLC | 47,095 | $10,765 | 03/31/2024 | VB | 47,095 | $10,765 | 03/31/2024 | WBI Investments | 50,198 | $10,709 | 12/31/2023 | VB | 50,198 | $10,709 | 12/31/2023 | Warwick Investment Management Inc. | 49,934 | $10,652 | 12/31/2023 | VB | 49,934 | $10,652 | 12/31/2023 | Atomi Financial Group Inc. | 49,891 | $10,643 | 12/31/2023 | VB | 49,891 | $10,643 | 12/31/2023 | PDS Planning Inc | 49,812 | $10,626 | 12/31/2023 | VB | 49,812 | $10,626 | 12/31/2023 | Asset Planning Corporation | 49,723 | $10,607 | 12/31/2023 | VB | 49,723 | $10,607 | 12/31/2023 | Noble Family Wealth LLC | 46,321 | $10,588 | 03/31/2024 | VB | 46,321 | $10,588 | 03/31/2024 | Wedmont Private Capital | 46,995 | $10,587 | 03/31/2024 | VB | 46,995 | $10,587 | 03/31/2024 | McAdam LLC | 46,289 | $10,581 | 03/31/2024 | VB | 46,289 | $10,581 | 03/31/2024 | Huntington National Bank | 49,402 | $10,539 | 12/31/2023 | VB | 49,402 | $10,539 | 12/31/2023 | Petredis Investment Advisors LLC | 45,457 | $10,391 | 03/31/2024 | VB | 45,457 | $10,391 | 03/31/2024 | Arbor Wealth Advisors LLC | 44,941 | $10,273 | 03/31/2024 | VB | 44,941 | $10,273 | 03/31/2024 | Roberts Wealth Advisors LLC | 47,697 | $10,194 | 03/31/2024 | VB | 47,697 | $10,194 | 03/31/2024 | Hanlon Investment Management Inc. | 47,657 | $10,167 | 12/31/2023 | VB | 47,657 | $10,167 | 12/31/2023 | Fee Only Financial Planning L.C. | 44,205 | $10,105 | 03/31/2024 | VB | 44,205 | $10,105 | 03/31/2024 | Monterey Private Wealth Inc. | 44,153 | $10,093 | 03/31/2024 | VB | 44,153 | $10,093 | 03/31/2024 | Capital Planning LLC | 43,993 | $10,056 | 03/31/2024 | VB | 43,993 | $10,056 | 03/31/2024 | EverSource Wealth Advisors LLC | 47,077 | $10,043 | 12/31/2023 | VB | 47,077 | $10,043 | 12/31/2023 | Benjamin F. Edwards & Company Inc. | 46,953 | $10,016 | 12/31/2023 | VB | 46,953 | $10,016 | 12/31/2023 | Compass Ion Advisors LLC | 43,783 | $10,008 | 03/31/2024 | VB | 43,783 | $10,008 | 03/31/2024 | Bartlett & Co. LLC | 46,364 | $10,002 | 12/31/2023 | VB | 46,364 | $10,002 | 12/31/2023 | Bartlett & CO. Wealth Management LLC | 46,364 | $10,002 | 12/31/2023 | VB | 46,364 | $10,002 | 12/31/2023 | Single Point Partners LLC | 43,625 | $9,972 | 03/31/2024 | VB | 43,625 | $9,972 | 03/31/2024 | Clarity Wealth Advisors LLC | 43,273 | $9,892 | 03/31/2024 | VB | 43,273 | $9,892 | 03/31/2024 | Stephenson National Bank & Trust | 43,118 | $9,856 | 03/31/2024 | VB | 43,118 | $9,856 | 03/31/2024 | First National Corp MA ADV | 46,149 | $9,845 | 03/31/2024 | VB | 46,149 | $9,845 | 03/31/2024 | Manning & Napier Group LLC | 42,944 | $9,816 | 03/31/2024 | VB | 42,944 | $9,816 | 03/31/2024 | Spire Wealth Management | 42,935 | $9,815 | 03/31/2024 | VB | 42,935 | $9,815 | 03/31/2024 | Blair William & Co. IL | 45,561 | $9,720 | 12/31/2023 | VB | 45,561 | $9,720 | 12/31/2023 | First Manhattan Co. | 45,473 | $9,703 | 12/31/2023 | VB | 45,473 | $9,703 | 12/31/2023 | Evolution Wealth Advisors LLC | 42,417 | $9,696 | 03/31/2024 | VB | 42,417 | $9,696 | 03/31/2024 | Rossmore Private Capital | 45,317 | $9,690 | 12/31/2023 | VB | 45,317 | $9,690 | 12/31/2023 | Parkside Advisors LLC | 42,350 | $9,681 | 03/31/2024 | VB | 42,350 | $9,681 | 03/31/2024 | Johnson Investment Counsel Inc. | 45,309 | $9,666 | 12/31/2023 | VB | 45,309 | $9,666 | 12/31/2023 | Condor Capital Management | 44,534 | $9,500 | 12/31/2023 | VB | 44,534 | $9,500 | 12/31/2023 | Aries Wealth Management | 44,515 | $9,496 | 12/31/2023 | VB | 44,515 | $9,496 | 12/31/2023 | Halpern Financial Inc. | 42,291 | $9,479 | 03/31/2024 | VB | 42,291 | $9,479 | 03/31/2024 | Northstar Asset Management LLC | 41,309 | $9,443 | 03/31/2024 | VB | 41,309 | $9,443 | 03/31/2024 | Spectrum Financial Alliance Ltd LLC | 44,037 | $9,394 | 12/31/2023 | VB | 44,037 | $9,394 | 12/31/2023 | O Connor Financial Group LLC | 41,082 | $9,391 | 03/31/2024 | VB | 41,082 | $9,391 | 03/31/2024 | Financial Engines Advisors L.L.C. | 43,927 | $9,371 | 12/31/2023 | VB | 43,927 | $9,371 | 12/31/2023 | Kathmere Capital Management LLC | 40,673 | $9,297 | 03/31/2024 | VB | 40,673 | $9,297 | 03/31/2024 | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 43,456 | $9,271 | 12/31/2023 | VB | 43,456 | $9,271 | 12/31/2023 | OneAscent Financial Services LLC | 40,048 | $9,154 | 03/31/2024 | VB | 40,048 | $9,154 | 03/31/2024 | Ashton Thomas Private Wealth LLC | 39,970 | $9,137 | 03/31/2024 | VB | 39,970 | $9,137 | 03/31/2024 | Redwood Investment Management LLC | 42,802 | $9,131 | 12/31/2023 | VB | 42,802 | $9,131 | 12/31/2023 | TD Capital Management LLC | 42,382 | $9,041 | 12/31/2023 | VB | 42,382 | $9,041 | 12/31/2023 | Exencial Wealth Advisors LLC | 42,356 | $9,036 | 12/31/2023 | VB | 42,356 | $9,036 | 12/31/2023 | David Loasby | 43,678 | $9,036 | 12/31/2023 | VB | 43,678 | $9,036 | 12/31/2023 | Bear Mountain Capital Inc. | 42,697 | $9,018 | 03/31/2024 | VB | 42,697 | $9,018 | 03/31/2024 | High Note Wealth LLC | 41,934 | $8,946 | 12/31/2023 | VB | 41,934 | $8,946 | 12/31/2023 | Ballentine Partners LLC | 38,762 | $8,861 | 03/31/2024 | VB | 38,762 | $8,861 | 03/31/2024 | Lazard Asset Management LLC | 41,218 | $8,793 | 12/31/2023 | VB | 41,218 | $8,793 | 12/31/2023 | Smith & Howard Wealth Management LLC | 38,152 | $8,721 | 03/31/2024 | VB | 38,152 | $8,721 | 03/31/2024 | O Shaughnessy Asset Management LLC | 40,648 | $8,671 | 12/31/2023 | VB | 40,648 | $8,671 | 12/31/2023 | Bray Capital Advisors | 40,645 | $8,671 | 12/31/2023 | VB | 40,645 | $8,671 | 12/31/2023 | Webster Bank N. A. | 37,824 | $8,646 | 03/31/2024 | VB | 37,824 | $8,646 | 03/31/2024 | Allworth Financial LP | 37,676 | $8,612 | 03/31/2024 | VB | 37,676 | $8,612 | 03/31/2024 | Compass Financial Group Inc. | 40,323 | $8,602 | 12/31/2023 | VB | 40,323 | $8,602 | 12/31/2023 | Trust Co of the South | 37,568 | $8,588 | 03/31/2024 | VB | 37,568 | $8,588 | 03/31/2024 | Frontier Asset Management LLC | 40,204 | $8,577 | 12/31/2023 | VB | 40,204 | $8,577 | 12/31/2023 | Vawter Financial Ltd. | 40,148 | $8,565 | 12/31/2023 | VB | 40,148 | $8,565 | 12/31/2023 | Perfromance Wealth Partners LLC | 39,916 | $8,515 | 12/31/2023 | VB | 39,916 | $8,515 | 12/31/2023 | Empower Advisory Group LLC | 39,876 | $8,507 | 12/31/2023 | VB | 39,876 | $8,507 | 12/31/2023 | Summit Global Investments | 39,651 | $8,459 | 12/31/2023 | VB | 39,651 | $8,459 | 12/31/2023 | Aspiriant LLC | 36,617 | $8,371 | 03/31/2024 | VB | 36,617 | $8,371 | 03/31/2024 | Cherry Tree Wealth Management LLC | 38,965 | $8,312 | 12/31/2023 | VB | 38,965 | $8,312 | 12/31/2023 | Focused Wealth Management Inc | 38,943 | $8,308 | 12/31/2023 | VB | 38,943 | $8,308 | 12/31/2023 | Gray Wealth Management Inc. | 38,895 | $8,297 | 12/31/2023 | VB | 38,895 | $8,297 | 12/31/2023 | Benchmark Wealth Management LLC | 36,090 | $8,250 | 03/31/2024 | VB | 36,090 | $8,250 | 03/31/2024 | Culbertson A N & Co. Inc. | 38,625 | $8,240 | 12/31/2023 | VB | 38,625 | $8,240 | 12/31/2023 | Bond & Devick Financial Network Inc. | 35,834 | $8,191 | 03/31/2024 | VB | 35,834 | $8,191 | 03/31/2024 | Family Investment Center Inc. | 35,776 | $8,178 | 03/31/2024 | VB | 35,776 | $8,178 | 03/31/2024 | DORVAL Corp | 37,007 | $8,125 | 03/31/2024 | VB | 37,007 | $8,125 | 03/31/2024 | Chilton Capital Management LLC | 37,838 | $8,072 | 12/31/2023 | VB | 37,838 | $8,072 | 12/31/2023 | Hoylecohen LLC | 37,833 | $8,071 | 12/31/2023 | VB | 37,833 | $8,071 | 12/31/2023 | Waller Financial Planning Group Inc. | 35,213 | $8,049 | 03/31/2024 | VB | 35,213 | $8,049 | 03/31/2024 | Fonville Wealth Management LLC | 35,175 | $8,041 | 03/31/2024 | VB | 35,175 | $8,041 | 03/31/2024 | Sand Hill Global Advisors LLC | 37,644 | $8,031 | 12/31/2023 | VB | 37,644 | $8,031 | 12/31/2023 | Sanibel Captiva Trust Company Inc. | 37,618 | $8,025 | 12/31/2023 | VB | 37,618 | $8,025 | 12/31/2023 | Kestra Private Wealth Services LLC | 37,232 | $7,943 | 12/31/2023 | VB | 37,232 | $7,943 | 12/31/2023 | Praetorian Wealth Management Inc. | 34,728 | $7,938 | 03/31/2024 | VB | 34,728 | $7,938 | 03/31/2024 | Sandy Cove Advisors LLC | 34,332 | $7,848 | 03/31/2024 | VB | 34,332 | $7,848 | 03/31/2024 | Gilman Hill Asset Management LLC | 34,194 | $7,816 | 03/31/2024 | VB | 34,194 | $7,816 | 03/31/2024 | Apella Capital LLC | 34,505 | $7,774 | 03/31/2024 | VB | 34,505 | $7,774 | 03/31/2024 | Fi3 FINANCIAL ADVISORS LLC | 36,332 | $7,751 | 12/31/2023 | VB | 36,332 | $7,751 | 12/31/2023 | WESCAP Management Group Inc. | 36,264 | $7,736 | 12/31/2023 | VB | 36,264 | $7,736 | 12/31/2023 | Kearns & Associates LLC | 36,115 | $7,704 | 12/31/2023 | VB | 36,115 | $7,704 | 12/31/2023 | D Orazio & Associates Inc. | 35,653 | $7,606 | 12/31/2023 | VB | 35,653 | $7,606 | 12/31/2023 | Proquility Private Wealth Partners LLC | 35,551 | $7,584 | 12/31/2023 | VB | 35,551 | $7,584 | 12/31/2023 | Bailard Inc. | 35,382 | $7,548 | 12/31/2023 | VB | 35,382 | $7,548 | 12/31/2023 | Principal Securities Inc. | 35,275 | $7,525 | 12/31/2023 | VB | 35,275 | $7,525 | 12/31/2023 | CAPROCK Group Inc. | 35,269 | $7,524 | 12/31/2023 | VB | 35,269 | $7,524 | 12/31/2023 | Cresset Asset Management LLC | 35,032 | $7,473 | 12/31/2023 | VB | 35,032 | $7,473 | 12/31/2023 | Resources Investment Advisors LLC. | 34,591 | $7,379 | 12/31/2023 | VB | 34,591 | $7,379 | 12/31/2023 | Annapolis Financial Services LLC | 32,272 | $7,377 | 03/31/2024 | VB | 32,272 | $7,377 | 03/31/2024 | Resource Planning Group | 34,874 | $7,365 | 12/31/2023 | VB | 34,874 | $7,365 | 12/31/2023 | CSM Advisors LLC | 34,380 | $7,337 | 12/31/2023 | VB | 34,380 | $7,337 | 12/31/2023 | Archetype Wealth Partners LLC | 34,369 | $7,332 | 12/31/2023 | VB | 34,369 | $7,332 | 12/31/2023 | Harbor Advisory Corp MA | 34,349 | $7,328 | 12/31/2023 | VB | 34,349 | $7,328 | 12/31/2023 | Nwam LLC | 36,211 | $7,327 | 12/31/2023 | VB | 36,211 | $7,327 | 12/31/2023 | Global Retirement Partners LLC | 31,965 | $7,307 | 03/31/2024 | VB | 31,965 | $7,307 | 03/31/2024 | 5th Street Advisors LLC | 34,186 | $7,293 | 12/31/2023 | VB | 34,186 | $7,293 | 12/31/2023 | Chesley Taft & Associates LLC | 31,874 | $7,286 | 03/31/2024 | VB | 31,874 | $7,286 | 03/31/2024 | Steward Partners Investment Advisory LLC | 34,077 | $7,270 | 12/31/2023 | VB | 34,077 | $7,270 | 12/31/2023 | Better Money Decisions LLC | 34,027 | $7,259 | 12/31/2023 | VB | 34,027 | $7,259 | 12/31/2023 | Peddock Capital Advisors LLC | 34,012 | $7,256 | 12/31/2023 | VB | 34,012 | $7,256 | 12/31/2023 | Black Diamond Financial LLC | 34,008 | $7,255 | 12/31/2023 | VB | 34,008 | $7,255 | 12/31/2023 | Brooklyn FI LLC | 31,677 | $7,241 | 03/31/2024 | VB | 31,677 | $7,241 | 03/31/2024 | Greytown Advisors Inc. | 33,899 | $7,232 | 12/31/2023 | VB | 33,899 | $7,232 | 12/31/2023 | Johnson Bixby & Associates LLC | 31,541 | $7,210 | 03/31/2024 | VB | 31,541 | $7,210 | 03/31/2024 | Oldfather Financial Services LLC | 31,447 | $7,189 | 03/31/2024 | VB | 31,447 | $7,189 | 03/31/2024 | Auto Owners Insurance Co | 33,598 | $7,167 | 12/31/2023 | VB | 33,598 | $7,167 | 12/31/2023 | Axiom Financial Strategies LLC | 33,585 | $7,165 | 12/31/2023 | VB | 33,585 | $7,165 | 12/31/2023 | Proequities Inc. | 33,016 | $7,043 | 12/31/2023 | VB | 33,016 | $7,043 | 12/31/2023 | Ratio Wealth Group | 32,553 | $6,945 | 12/31/2023 | VB | 32,553 | $6,945 | 12/31/2023 | JDM Financial Group LLC | 32,475 | $6,928 | 12/31/2023 | VB | 32,475 | $6,928 | 12/31/2023 | Logan Capital Management Inc. | 32,409 | $6,914 | 12/31/2023 | VB | 32,409 | $6,914 | 12/31/2023 | Fishman Jay A Ltd. MI | 30,166 | $6,896 | 03/31/2024 | VB | 30,166 | $6,896 | 03/31/2024 | Leeward Financial Partners LLC | 30,074 | $6,875 | 03/31/2024 | VB | 30,074 | $6,875 | 03/31/2024 | TriaGen Wealth Management LLC | 30,047 | $6,869 | 03/31/2024 | VB | 30,047 | $6,869 | 03/31/2024 | Curran Financial Partners LLC | 32,956 | $6,864 | 12/31/2023 | VB | 32,956 | $6,864 | 12/31/2023 | Cambridge Advisors Inc. | 29,960 | $6,849 | 03/31/2024 | VB | 29,960 | $6,849 | 03/31/2024 | First Heartland Consultants Inc. | 31,985 | $6,823 | 12/31/2023 | VB | 31,985 | $6,823 | 12/31/2023 | Howard Wealth Management LLC | 31,682 | $6,759 | 12/31/2023 | VB | 31,682 | $6,759 | 12/31/2023 | Visionary Wealth Advisors | 31,474 | $6,714 | 12/31/2023 | VB | 31,474 | $6,714 | 12/31/2023 | Caliber Wealth Management LLC | 29,228 | $6,681 | 03/31/2024 | VB | 29,228 | $6,681 | 03/31/2024 | Evergreen Capital Management LLC | 31,269 | $6,671 | 12/31/2023 | VB | 31,269 | $6,671 | 12/31/2023 | Haverford Trust Co. | 31,220 | $6,660 | 12/31/2023 | VB | 31,220 | $6,660 | 12/31/2023 | Manchester Capital Management LLC | 31,101 | $6,635 | 12/31/2023 | VB | 31,101 | $6,635 | 12/31/2023 | Abacus Planning Group Inc. | 28,884 | $6,603 | 03/31/2024 | VB | 28,884 | $6,603 | 03/31/2024 | Boston Private Wealth LLC | 30,839 | $6,579 | 12/31/2023 | VB | 30,839 | $6,579 | 12/31/2023 | Morningstar Investment Services LLC | 30,470 | $6,573 | 12/31/2023 | VB | 30,470 | $6,573 | 12/31/2023 | Crestwood Advisors Group LLC | 30,771 | $6,564 | 12/31/2023 | VB | 30,771 | $6,564 | 12/31/2023 | Latigo Investments LLC | 30,579 | $6,523 | 12/31/2023 | VB | 30,579 | $6,523 | 12/31/2023 | Wells Financial Advisors INC | 30,419 | $6,489 | 12/31/2023 | VB | 30,419 | $6,489 | 12/31/2023 | NavPoint Financial Inc. | 30,334 | $6,471 | 12/31/2023 | VB | 30,334 | $6,471 | 12/31/2023 | Mutual Advisors LLC | 30,108 | $6,423 | 12/31/2023 | VB | 30,108 | $6,423 | 12/31/2023 | Edge Capital Group LLC | 29,970 | $6,394 | 12/31/2023 | VB | 29,970 | $6,394 | 12/31/2023 | Colony Group LLC | 29,624 | $6,320 | 12/31/2023 | VB | 29,624 | $6,320 | 12/31/2023 | Hoge Financial Services LLC | 29,584 | $6,311 | 12/31/2023 | VB | 29,584 | $6,311 | 12/31/2023 | Capital Management Associates Inc | 29,503 | $6,294 | 12/31/2023 | VB | 29,503 | $6,294 | 12/31/2023 | Raymond James Trust N.A. | 27,416 | $6,267 | 03/31/2024 | VB | 27,416 | $6,267 | 03/31/2024 | Institutional & Family Asset Management LLC | 29,219 | $6,233 | 12/31/2023 | VB | 29,219 | $6,233 | 12/31/2023 | Evercore Wealth Management LLC | 28,731 | $6,129 | 12/31/2023 | VB | 28,731 | $6,129 | 12/31/2023 | Folger Nolan Fleming Douglas Capital Management Inc. | 26,748 | $6,114 | 03/31/2024 | VB | 26,748 | $6,114 | 03/31/2024 | Rehmann Capital Advisory Group | 28,418 | $6,063 | 12/31/2023 | VB | 28,418 | $6,063 | 12/31/2023 | Quest Investment Management LLC | 28,371 | $6,052 | 12/31/2023 | VB | 28,371 | $6,052 | 12/31/2023 | Ancora Advisors LLC | 28,286 | $6,034 | 12/31/2023 | VB | 28,286 | $6,034 | 12/31/2023 | Nuveen Asset Management LLC | 28,230 | $6,022 | 12/31/2023 | VB | 28,230 | $6,022 | 12/31/2023 | Family Wealth Partners LLC | 26,027 | $5,949 | 03/31/2024 | VB | 26,027 | $5,949 | 03/31/2024 | Galvin Gaustad & Stein LLC | 25,628 | $5,858 | 03/31/2024 | VB | 25,628 | $5,858 | 03/31/2024 | McNamara Financial Services Inc. | 25,536 | $5,837 | 03/31/2024 | VB | 25,536 | $5,837 | 03/31/2024 | SageView Advisory Group LLC | 27,522 | $5,836 | 12/31/2023 | VB | 27,522 | $5,836 | 12/31/2023 | Financial Counselors Inc. | 27,309 | $5,826 | 12/31/2023 | VB | 27,309 | $5,826 | 12/31/2023 | Stratos Wealth Advisors LLC | 25,411 | $5,809 | 03/31/2024 | VB | 25,411 | $5,809 | 03/31/2024 | Kovitz Investment Group Partners LLC | 27,144 | $5,791 | 12/31/2023 | VB | 27,144 | $5,791 | 12/31/2023 | J.W. Cole Advisors Inc. | 27,093 | $5,780 | 12/31/2023 | VB | 27,093 | $5,780 | 12/31/2023 | First Merchants Corp | 25,005 | $5,716 | 03/31/2024 | VB | 25,005 | $5,716 | 03/31/2024 | First PREMIER Bank | 24,967 | $5,707 | 03/31/2024 | VB | 24,967 | $5,707 | 03/31/2024 | Evolution Advisers Inc. | 26,816 | $5,683 | 12/31/2023 | VB | 26,816 | $5,683 | 12/31/2023 | Valmark Advisers Inc. | 26,502 | $5,654 | 12/31/2023 | VB | 26,502 | $5,654 | 12/31/2023 | Cozad Asset Management Inc. | 26,213 | $5,592 | 12/31/2023 | VB | 26,213 | $5,592 | 12/31/2023 | Walkner Condon Financial Advisors LLC | 24,449 | $5,588 | 03/31/2024 | VB | 24,449 | $5,588 | 03/31/2024 | Snowden Capital Advisors LLC | 26,174 | $5,584 | 12/31/2023 | VB | 26,174 | $5,584 | 12/31/2023 | Waypoint Capital Advisors LLC | 26,176 | $5,584 | 12/31/2023 | VB | 26,176 | $5,584 | 12/31/2023 | Lokken Investment Group LLC | 26,159 | $5,580 | 12/31/2023 | VB | 26,159 | $5,580 | 12/31/2023 | St. Louis Trust Co | 25,890 | $5,523 | 12/31/2023 | VB | 25,890 | $5,523 | 12/31/2023 | Parker Financial LLC | 23,932 | $5,471 | 03/31/2024 | VB | 23,932 | $5,471 | 03/31/2024 | WASHINGTON TRUST Co | 23,882 | $5,459 | 03/31/2024 | VB | 23,882 | $5,459 | 03/31/2024 | Laird Norton Trust Company LLC | 25,552 | $5,451 | 12/31/2023 | VB | 25,552 | $5,451 | 12/31/2023 | Cadent Capital Advisors LLC | 23,733 | $5,425 | 03/31/2024 | VB | 23,733 | $5,425 | 03/31/2024 | QRG Capital Management Inc. | 25,373 | $5,413 | 12/31/2023 | VB | 25,373 | $5,413 | 12/31/2023 | CWM LLC | 23,604 | $5,396 | 03/31/2024 | VB | 23,604 | $5,396 | 03/31/2024 | Private Portfolio Partners LLC | 25,107 | $5,356 | 12/31/2023 | VB | 25,107 | $5,356 | 12/31/2023 | Bay Harbor Wealth Management LLC | 23,356 | $5,339 | 03/31/2024 | VB | 23,356 | $5,339 | 03/31/2024 | Larson Financial Group LLC | 24,878 | $5,307 | 12/31/2023 | VB | 24,878 | $5,307 | 12/31/2023 | KC Investment Advisors LLC | 24,807 | $5,292 | 12/31/2023 | VB | 24,807 | $5,292 | 12/31/2023 | Ameritas Advisory Services LLC | 24,424 | $5,262 | 12/31/2023 | VB | 24,424 | $5,262 | 12/31/2023 | Ruggaard & Associates LLC | 24,591 | $5,246 | 12/31/2023 | VB | 24,591 | $5,246 | 12/31/2023 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 24,439 | $5,214 | 12/31/2023 | VB | 24,439 | $5,214 | 12/31/2023 | Mill Creek Capital Advisors LLC | 24,403 | $5,206 | 12/31/2023 | VB | 24,403 | $5,206 | 12/31/2023 | Cypress Wealth Services LLC | 22,686 | $5,186 | 03/31/2024 | VB | 22,686 | $5,186 | 03/31/2024 | Lane & Associates LLC | 22,660 | $5,180 | 03/31/2024 | VB | 22,660 | $5,180 | 03/31/2024 | Proffitt & Goodson Inc. | 22,641 | $5,176 | 03/31/2024 | VB | 22,641 | $5,176 | 03/31/2024 | Sawgrass Asset Management LLC | 24,085 | $5,138 | 12/31/2023 | VB | 24,085 | $5,138 | 12/31/2023 | Prudential Financial Inc. | 23,901 | $5,099 | 12/31/2023 | VB | 23,901 | $5,099 | 12/31/2023 | Cedar Brook Financial Partners LLC | 22,289 | $5,095 | 03/31/2024 | VB | 22,289 | $5,095 | 03/31/2024 | Greenhouse Wealth Management LLC | 22,218 | $5,079 | 03/31/2024 | VB | 22,218 | $5,079 | 03/31/2024 | Sovereign Financial Group Inc. | 22,201 | $5,075 | 03/31/2024 | VB | 22,201 | $5,075 | 03/31/2024 | PFG Investments LLC | 22,048 | $5,040 | 03/31/2024 | VB | 22,048 | $5,040 | 03/31/2024 | Ameritas Investment Partners Inc. | 23,547 | $5,023 | 12/31/2023 | VB | 23,547 | $5,023 | 12/31/2023 | Essex Financial Services Inc. | 21,933 | $5,014 | 03/31/2024 | VB | 21,933 | $5,014 | 03/31/2024 | Grove Bank & Trust | 23,471 | $5,007 | 12/31/2023 | VB | 23,471 | $5,007 | 12/31/2023 | American Investment Services Inc. | 23,342 | $4,980 | 12/31/2023 | VB | 23,342 | $4,980 | 12/31/2023 | LongView Wealth Management | 21,754 | $4,973 | 03/31/2024 | VB | 21,754 | $4,973 | 03/31/2024 | Soundmark Wealth Management LLC | 21,550 | $4,926 | 03/31/2024 | VB | 21,550 | $4,926 | 03/31/2024 | White Lighthouse Investment Management Inc. | 22,939 | $4,893 | 12/31/2023 | VB | 22,939 | $4,893 | 12/31/2023 | Financial Advisors Network Inc. | 22,917 | $4,889 | 12/31/2023 | VB | 22,917 | $4,889 | 12/31/2023 | Newton One Investments LLC | 20,967 | $4,793 | 03/31/2024 | VB | 20,967 | $4,793 | 03/31/2024 | Waycross Investment Management Co | 20,861 | $4,769 | 03/31/2024 | VB | 20,861 | $4,769 | 03/31/2024 | Integrated Advisors Network LLC | 22,332 | $4,764 | 12/31/2023 | VB | 22,332 | $4,764 | 12/31/2023 | Wealthcare Advisory Partners LLC | 20,833 | $4,762 | 03/31/2024 | VB | 20,833 | $4,762 | 03/31/2024 | Pathway Financial Advisors LLC | 20,702 | $4,732 | 03/31/2024 | VB | 20,702 | $4,732 | 03/31/2024 | Advisor OS LLC | 22,123 | $4,720 | 12/31/2023 | VB | 22,123 | $4,720 | 12/31/2023 | Salomon & Ludwin LLC | 22,121 | $4,719 | 12/31/2023 | VB | 22,121 | $4,719 | 12/31/2023 | Aspire Private Capital LLC | 20,642 | $4,718 | 03/31/2024 | VB | 20,642 | $4,718 | 03/31/2024 | Mitchell Mcleod Pugh & Williams Inc. | 22,039 | $4,702 | 12/31/2023 | VB | 22,039 | $4,702 | 12/31/2023 | Concurrent Investment Advisors LLC | 21,999 | $4,693 | 12/31/2023 | VB | 21,999 | $4,693 | 12/31/2023 | Continuum Advisory LLC | 21,977 | $4,689 | 12/31/2023 | VB | 21,977 | $4,689 | 12/31/2023 | Fifth Third Securities Inc. | 20,491 | $4,684 | 03/31/2024 | VB | 20,491 | $4,684 | 03/31/2024 | BOKF NA | 21,927 | $4,678 | 12/31/2023 | VB | 21,927 | $4,678 | 12/31/2023 | Connectus Wealth LLC | 21,922 | $4,677 | 12/31/2023 | VB | 21,922 | $4,677 | 12/31/2023 | Global Assets Advisory LLC | 20,397 | $4,663 | 03/31/2024 | VB | 20,397 | $4,663 | 03/31/2024 | Asset Management Resources LLC | 21,665 | $4,622 | 12/31/2023 | VB | 21,665 | $4,622 | 12/31/2023 | Beacon Bridge Wealth Partners LLC | 21,620 | $4,612 | 12/31/2023 | VB | 21,620 | $4,612 | 12/31/2023 | Index Fund Advisors Inc. | 21,548 | $4,597 | 12/31/2023 | VB | 21,548 | $4,597 | 12/31/2023 | Prospera Financial Services Inc | 21,470 | $4,580 | 12/31/2023 | VB | 21,470 | $4,580 | 12/31/2023 | Stage Harbor Financial LLC | 21,421 | $4,570 | 12/31/2023 | VB | 21,421 | $4,570 | 12/31/2023 | Headinvest LLC | 21,338 | $4,552 | 12/31/2023 | VB | 21,338 | $4,552 | 12/31/2023 | One Capital Management LLC | 21,254 | $4,534 | 12/31/2023 | VB | 21,254 | $4,534 | 12/31/2023 | Thrive Wealth Management LLC | 19,646 | $4,491 | 03/31/2024 | VB | 19,646 | $4,491 | 03/31/2024 | Advisory Services Network LLC | 21,042 | $4,489 | 12/31/2023 | VB | 21,042 | $4,489 | 12/31/2023 | Asset Dedication LLC | 19,731 | $4,482 | 03/31/2024 | VB | 19,731 | $4,482 | 03/31/2024 | Cabot Wellington LLC | 20,868 | $4,452 | 12/31/2023 | VB | 20,868 | $4,452 | 12/31/2023 | Certified Advisory Corp | 20,852 | $4,448 | 12/31/2023 | VB | 20,852 | $4,448 | 12/31/2023 | Simon Quick Advisors LLC | 19,419 | $4,439 | 03/31/2024 | VB | 19,419 | $4,439 | 03/31/2024 | IFG Advisors LLC | 19,418 | $4,439 | 03/31/2024 | VB | 19,418 | $4,439 | 03/31/2024 | United Bank | 20,756 | $4,428 | 12/31/2023 | VB | 20,756 | $4,428 | 12/31/2023 | Sage Financial Group Inc. | 20,379 | $4,347 | 12/31/2023 | VB | 20,379 | $4,347 | 12/31/2023 | Dunhill Financial LLC | 21,281 | $4,319 | 12/31/2023 | VB | 21,281 | $4,319 | 12/31/2023 | TI Trust Inc. | 18,872 | $4,314 | 03/31/2024 | VB | 18,872 | $4,314 | 03/31/2024 | James J. Burns & Company LLC | 19,216 | $4,289 | 03/31/2024 | VB | 19,216 | $4,289 | 03/31/2024 | JMG Financial Group Ltd. | 20,055 | $4,278 | 12/31/2023 | VB | 20,055 | $4,278 | 12/31/2023 | Aveo Capital Partners LLC | 20,001 | $4,267 | 12/31/2023 | VB | 20,001 | $4,267 | 12/31/2023 | Gleason Group Inc. | 18,615 | $4,255 | 03/31/2024 | VB | 18,615 | $4,255 | 03/31/2024 | Warren Averett Asset Management LLC | 19,937 | $4,253 | 12/31/2023 | VB | 19,937 | $4,253 | 12/31/2023 | Beacon Financial Planning Inc. | 18,593 | $4,250 | 03/31/2024 | VB | 18,593 | $4,250 | 03/31/2024 | Financial Futures Ltd Liability Co. | 19,822 | $4,229 | 12/31/2023 | VB | 19,822 | $4,229 | 12/31/2023 | Bridgewealth Advisory Group LLC | 18,414 | $4,209 | 03/31/2024 | VB | 18,414 | $4,209 | 03/31/2024 | Carmichael Hill & Associates Inc. | 18,377 | $4,201 | 03/31/2024 | VB | 18,377 | $4,201 | 03/31/2024 | Wilson & Boucher Capital Management LLC | 19,672 | $4,197 | 12/31/2023 | VB | 19,672 | $4,197 | 12/31/2023 | Colony Family Offices LLC | 19,601 | $4,181 | 12/31/2023 | VB | 19,601 | $4,181 | 12/31/2023 | Roble Belko & Company Inc | 18,287 | $4,180 | 03/31/2024 | VB | 18,287 | $4,180 | 03/31/2024 | Texas Yale Capital Corp. | 19,526 | $4,166 | 12/31/2023 | VB | 19,526 | $4,166 | 12/31/2023 | Lindbrook Capital LLC | 18,210 | $4,163 | 03/31/2024 | VB | 18,210 | $4,163 | 03/31/2024 | MONECO Advisors LLC | 18,182 | $4,156 | 03/31/2024 | VB | 18,182 | $4,156 | 03/31/2024 | Peterson Wealth Advisors LLC | 18,174 | $4,154 | 03/31/2024 | VB | 18,174 | $4,154 | 03/31/2024 | Nadler Financial Group Inc. | 18,136 | $4,146 | 03/31/2024 | VB | 18,136 | $4,146 | 03/31/2024 | Roundview Capital LLC | 19,347 | $4,127 | 12/31/2023 | VB | 19,347 | $4,127 | 12/31/2023 | Farmers & Merchants Investments Inc. | 18,045 | $4,125 | 03/31/2024 | VB | 18,045 | $4,125 | 03/31/2024 | PAX Financial Group LLC | 19,431 | $4,122 | 12/31/2023 | VB | 19,431 | $4,122 | 12/31/2023 | S.A. Mason LLC | 17,980 | $4,110 | 03/31/2024 | VB | 17,980 | $4,110 | 03/31/2024 | Topel & Distasi Wealth Management LLC | 19,191 | $4,094 | 12/31/2023 | VB | 19,191 | $4,094 | 12/31/2023 | Jmac Enterprises LLC | 19,165 | $4,089 | 12/31/2023 | VB | 19,165 | $4,089 | 12/31/2023 | Bernardo Wealth Planning LLC | 19,158 | $4,087 | 12/31/2023 | VB | 19,158 | $4,087 | 12/31/2023 | MY Wealth Management Inc. | 19,116 | $4,078 | 12/31/2023 | VB | 19,116 | $4,078 | 12/31/2023 | Mesirow Financial Investment Management Inc. | 17,817 | $4,073 | 03/31/2024 | VB | 17,817 | $4,073 | 03/31/2024 | First National Bank | 17,746 | $4,057 | 03/31/2024 | VB | 17,746 | $4,057 | 03/31/2024 | Balanced Wealth Group LLC | 18,991 | $4,051 | 12/31/2023 | VB | 18,991 | $4,051 | 12/31/2023 | Connable Office Inc. | 18,943 | $4,041 | 12/31/2023 | VB | 18,943 | $4,041 | 12/31/2023 | Allen Mooney & Barnes Investment Advisors LLC | 18,295 | $4,039 | 03/31/2024 | VB | 18,295 | $4,039 | 03/31/2024 | LWS Wealth Advisors Inc. | 18,916 | $4,035 | 12/31/2023 | VB | 18,916 | $4,035 | 12/31/2023 | Gill Capital Partners LLC | 18,909 | $4,034 | 12/31/2023 | VB | 18,909 | $4,034 | 12/31/2023 | Michelson Medical Research Foundation Inc. | 18,910 | $4,034 | 12/31/2023 | VB | 18,910 | $4,034 | 12/31/2023 | Adviser Investments LLC | 18,906 | $4,033 | 12/31/2023 | VB | 18,906 | $4,033 | 12/31/2023 | Arcadia Wealth Management LLC | 18,788 | $4,008 | 12/31/2023 | VB | 18,788 | $4,008 | 12/31/2023 | Optas LLC | 17,385 | $3,974 | 03/31/2024 | VB | 17,385 | $3,974 | 03/31/2024 | Commerce Bank | 18,618 | $3,972 | 12/31/2023 | VB | 18,618 | $3,972 | 12/31/2023 | Merit Financial Group LLC | 18,609 | $3,970 | 12/31/2023 | VB | 18,609 | $3,970 | 12/31/2023 | Thoroughbred Financial Services LLC | 18,589 | $3,965 | 12/31/2023 | VB | 18,589 | $3,965 | 12/31/2023 | Financial Freedom LLC | 17,310 | $3,957 | 03/31/2024 | VB | 17,310 | $3,957 | 03/31/2024 | Freestone Capital Holdings LLC | 18,427 | $3,931 | 12/31/2023 | VB | 18,427 | $3,931 | 12/31/2023 | Cornerstone Wealth Management LLC | 17,192 | $3,930 | 03/31/2024 | VB | 17,192 | $3,930 | 03/31/2024 | Cary Street Partners Investment Advisory LLC | 18,349 | $3,914 | 12/31/2023 | VB | 18,349 | $3,914 | 12/31/2023 | Prosperitas Financial LLC | 18,278 | $3,899 | 12/31/2023 | VB | 18,278 | $3,899 | 12/31/2023 | Mitchell Sinkler & Starr PA | 18,176 | $3,877 | 12/31/2023 | VB | 18,176 | $3,877 | 12/31/2023 | Baron Silver Stevens Financial Advisors LLC | 18,016 | $3,843 | 12/31/2023 | VB | 18,016 | $3,843 | 12/31/2023 | Prime Capital Investment Advisors LLC | 18,007 | $3,841 | 12/31/2023 | VB | 18,007 | $3,841 | 12/31/2023 | Orrstown Financial Services Inc. | 16,722 | $3,822 | 03/31/2024 | VB | 16,722 | $3,822 | 03/31/2024 | WealthPLAN Partners LLC | 17,914 | $3,822 | 12/31/2023 | VB | 17,914 | $3,822 | 12/31/2023 | Washington Trust Bank | 17,899 | $3,818 | 12/31/2023 | VB | 17,899 | $3,818 | 12/31/2023 | Mokosak Advisory Group LLC | 17,857 | $3,810 | 12/31/2023 | VB | 17,857 | $3,810 | 12/31/2023 | StoneX Group Inc. | 17,844 | $3,807 | 12/31/2023 | VB | 17,844 | $3,807 | 12/31/2023 | Mayport LLC | 16,588 | $3,792 | 03/31/2024 | VB | 16,588 | $3,792 | 03/31/2024 | RiverGlades Family Offices LLC | 17,412 | $3,770 | 12/31/2023 | VB | 17,412 | $3,770 | 12/31/2023 | Main Street Financial Solutions LLC | 16,327 | $3,732 | 03/31/2024 | VB | 16,327 | $3,732 | 03/31/2024 | Sowell Financial Services LLC | 17,381 | $3,708 | 12/31/2023 | VB | 17,381 | $3,708 | 12/31/2023 | Calamos Wealth Management LLC | 17,345 | $3,700 | 12/31/2023 | VB | 17,345 | $3,700 | 12/31/2023 | Mystic Asset Management Inc. | 17,337 | $3,699 | 12/31/2023 | VB | 17,337 | $3,699 | 12/31/2023 | Optimist Retirement Group LLC | 17,337 | $3,699 | 12/31/2023 | VB | 17,337 | $3,699 | 12/31/2023 | First Horizon Advisors Inc. | 16,093 | $3,679 | 03/31/2024 | VB | 16,093 | $3,679 | 03/31/2024 | Frazier Financial Advisors LLC | 17,228 | $3,675 | 12/31/2023 | VB | 17,228 | $3,675 | 12/31/2023 | Putnam FL Investment Management Co. | 17,147 | $3,658 | 12/31/2023 | VB | 17,147 | $3,658 | 12/31/2023 | One Day In July LLC | 16,000 | $3,657 | 03/31/2024 | VB | 16,000 | $3,657 | 03/31/2024 | WP Advisors LLC | 17,126 | $3,653 | 12/31/2023 | VB | 17,126 | $3,653 | 12/31/2023 | Keystone Financial Group | 17,058 | $3,639 | 12/31/2023 | VB | 17,058 | $3,639 | 12/31/2023 | Checchi Capital Advisers LLC | 15,913 | $3,638 | 03/31/2024 | VB | 15,913 | $3,638 | 03/31/2024 | Regal Investment Advisors LLC | 17,030 | $3,633 | 12/31/2023 | VB | 17,030 | $3,633 | 12/31/2023 | Financial Insights Inc. | 15,889 | $3,632 | 03/31/2024 | VB | 15,889 | $3,632 | 03/31/2024 | Sandy Spring Bank | 16,950 | $3,616 | 12/31/2023 | VB | 16,950 | $3,616 | 12/31/2023 | PFG Advisors | 16,799 | $3,584 | 12/31/2023 | VB | 16,799 | $3,584 | 12/31/2023 | RTD Financial Advisors Inc. | 15,662 | $3,580 | 03/31/2024 | VB | 15,662 | $3,580 | 03/31/2024 | Mackenzie Financial Corp | 16,689 | $3,560 | 12/31/2023 | VB | 16,689 | $3,560 | 12/31/2023 | Stephens Consulting LLC | 15,532 | $3,550 | 03/31/2024 | VB | 15,532 | $3,550 | 03/31/2024 | Wealth Alliance | 16,590 | $3,539 | 12/31/2023 | VB | 16,590 | $3,539 | 12/31/2023 | Kingswood Wealth Advisors LLC | 15,374 | $3,514 | 03/31/2024 | VB | 15,374 | $3,514 | 03/31/2024 | Magnus Financial Group LLC | 16,463 | $3,512 | 12/31/2023 | VB | 16,463 | $3,512 | 12/31/2023 | Ironwood Investment Counsel LLC | 16,376 | $3,494 | 12/31/2023 | VB | 16,376 | $3,494 | 12/31/2023 | JNB Advisors LLC | 16,368 | $3,492 | 12/31/2023 | VB | 16,368 | $3,492 | 12/31/2023 | Paulson Wealth Management Inc. | 16,245 | $3,465 | 12/31/2023 | VB | 16,245 | $3,465 | 12/31/2023 | Anderson Hoagland & Co. | 15,655 | $3,450 | 03/31/2024 | VB | 15,655 | $3,450 | 03/31/2024 | Warner Financial Inc. | 14,987 | $3,426 | 03/31/2024 | VB | 14,987 | $3,426 | 03/31/2024 | Claro Advisors LLC | 14,976 | $3,423 | 03/31/2024 | VB | 14,976 | $3,423 | 03/31/2024 | Keeley Teton Advisors LLC | 15,973 | $3,407 | 12/31/2023 | VB | 15,973 | $3,407 | 12/31/2023 | KFA Private Wealth Group LLC | 15,897 | $3,391 | 12/31/2023 | VB | 15,897 | $3,391 | 12/31/2023 | Waldron Private Wealth LLC | 15,830 | $3,377 | 12/31/2023 | VB | 15,830 | $3,377 | 12/31/2023 | Courier Capital LLC | 14,736 | $3,369 | 03/31/2024 | VB | 14,736 | $3,369 | 03/31/2024 | Gradient Capital Advisors LLC | 14,735 | $3,368 | 03/31/2024 | VB | 14,735 | $3,368 | 03/31/2024 | Simmons Bank | 15,744 | $3,359 | 12/31/2023 | VB | 15,744 | $3,359 | 12/31/2023 | Mycio Wealth Partners LLC | 15,730 | $3,356 | 12/31/2023 | VB | 15,730 | $3,356 | 12/31/2023 | Taylor & Morgan Wealth Management LLC | 14,637 | $3,346 | 03/31/2024 | VB | 14,637 | $3,346 | 03/31/2024 | Consolidated Portfolio Review Corp | 15,642 | $3,337 | 12/31/2023 | VB | 15,642 | $3,337 | 12/31/2023 | Glass Jacobson Investment Advisors llc | 14,583 | $3,334 | 03/31/2024 | VB | 14,583 | $3,334 | 03/31/2024 | Mather Group LLC. | 15,616 | $3,331 | 03/31/2024 | VB | 15,616 | $3,331 | 03/31/2024 | Dakota Wealth Management | 14,560 | $3,328 | 03/31/2024 | VB | 14,560 | $3,328 | 03/31/2024 | BIP Wealth LLC | 15,551 | $3,318 | 12/31/2023 | VB | 15,551 | $3,318 | 12/31/2023 | West Bancorporation Inc. | 15,384 | $3,282 | 12/31/2023 | VB | 15,384 | $3,282 | 12/31/2023 | Ausdal Financial Partners Inc. | 14,323 | $3,274 | 03/31/2024 | VB | 14,323 | $3,274 | 03/31/2024 | STAR Financial Bank | 15,319 | $3,268 | 12/31/2023 | VB | 15,319 | $3,268 | 12/31/2023 | Strategic Blueprint LLC | 14,276 | $3,263 | 03/31/2024 | VB | 14,276 | $3,263 | 03/31/2024 | Financial Advisory Partners LLC | 14,266 | $3,261 | 03/31/2024 | VB | 14,266 | $3,261 | 03/31/2024 | Clayton Financial Group LLC | 15,242 | $3,252 | 12/31/2023 | VB | 15,242 | $3,252 | 12/31/2023 | waypoint wealth counsel | 14,205 | $3,247 | 03/31/2024 | VB | 14,205 | $3,247 | 03/31/2024 | Jacobsen Capital Management | 14,001 | $3,200 | 03/31/2024 | VB | 14,001 | $3,200 | 03/31/2024 | Lynch Asset Management Inc. | 15,000 | $3,200 | 12/31/2023 | VB | 15,000 | $3,200 | 12/31/2023 | Goelzer Investment Management Inc. | 14,997 | $3,199 | 12/31/2023 | VB | 14,997 | $3,199 | 12/31/2023 | Modus Advisors LLC | 13,949 | $3,189 | 03/31/2024 | VB | 13,949 | $3,189 | 03/31/2024 | DAVENPORT & Co LLC | 14,886 | $3,176 | 12/31/2023 | VB | 14,886 | $3,176 | 12/31/2023 | Keybank National Association OH | 14,889 | $3,176 | 12/31/2023 | VB | 14,889 | $3,176 | 12/31/2023 | Harbour Investments Inc. | 14,873 | $3,173 | 12/31/2023 | VB | 14,873 | $3,173 | 12/31/2023 | Brick & Kyle Associates | 14,866 | $3,171 | 12/31/2023 | VB | 14,866 | $3,171 | 12/31/2023 | Roth Financial Partners LLC | 13,865 | $3,169 | 03/31/2024 | VB | 13,865 | $3,169 | 03/31/2024 | Narus Financial Partners LLC | 13,852 | $3,166 | 03/31/2024 | VB | 13,852 | $3,166 | 03/31/2024 | MAS Advisors LLC | 14,840 | $3,166 | 12/31/2023 | VB | 14,840 | $3,166 | 12/31/2023 | HBC Financial Services PLLC | 14,835 | $3,164 | 12/31/2023 | VB | 14,835 | $3,164 | 12/31/2023 | Highland Capital Management LLC | 14,744 | $3,145 | 12/31/2023 | VB | 14,744 | $3,145 | 12/31/2023 | Kennicott Capital Management LLC | 13,742 | $3,141 | 03/31/2024 | VB | 13,742 | $3,141 | 03/31/2024 | Elevated Capital Advisors LLC | 13,718 | $3,136 | 03/31/2024 | VB | 13,718 | $3,136 | 03/31/2024 | Citadel Advisors LLC | | $3,136 | 12/31/2023 | Call | 28,600 | $6,101 | 12/31/2023 | Put | 13,900 | $2,965 | 12/31/2023 | Benedetti & Gucer Inc. | 14,679 | $3,131 | 12/31/2023 | VB | 14,679 | $3,131 | 12/31/2023 | Petix & Botte Co | 14,636 | $3,122 | 12/31/2023 | VB | 14,636 | $3,122 | 12/31/2023 | SigFig Wealth Management LLC | 14,580 | $3,110 | 12/31/2023 | VB | 14,580 | $3,110 | 12/31/2023 | West Financial Advisors LLC | 13,593 | $3,107 | 03/31/2024 | VB | 13,593 | $3,107 | 03/31/2024 | Sepio Capital LP | 14,564 | $3,107 | 12/31/2023 | VB | 14,564 | $3,107 | 12/31/2023 | Meeder Advisory Services Inc. | 14,546 | $3,103 | 12/31/2023 | VB | 14,546 | $3,103 | 12/31/2023 | SOL Capital Management CO | 13,568 | $3,102 | 03/31/2024 | VB | 13,568 | $3,102 | 03/31/2024 | SOA Wealth Advisors LLC. | 13,529 | $3,093 | 03/31/2024 | VB | 13,529 | $3,093 | 03/31/2024 | General Partner Inc. | 13,500 | $3,086 | 03/31/2024 | VB | 13,500 | $3,086 | 03/31/2024 | Sensible Financial Planning & Management LLC. | 14,415 | $3,075 | 12/31/2023 | VB | 14,415 | $3,075 | 12/31/2023 | MA Private Wealth | 14,306 | $3,052 | 12/31/2023 | VB | 14,306 | $3,052 | 12/31/2023 | Ascent Group LLC | 14,027 | $3,037 | 12/31/2023 | VB | 14,027 | $3,037 | 12/31/2023 | Great Point Wealth Advisors LLC | 14,192 | $3,028 | 12/31/2023 | VB | 14,192 | $3,028 | 12/31/2023 | McKinley Carter Wealth Services Inc. | 13,243 | $3,027 | 03/31/2024 | VB | 13,243 | $3,027 | 03/31/2024 | Pinnacle Financial Group LLC IL | 14,167 | $3,022 | 12/31/2023 | VB | 14,167 | $3,022 | 12/31/2023 | Investment Research & Advisory Group Inc. | 13,148 | $3,005 | 03/31/2024 | VB | 13,148 | $3,005 | 03/31/2024 | CoreCap Advisors LLC | 14,027 | $2,992 | 12/31/2023 | VB | 14,027 | $2,992 | 12/31/2023 | Retirement Planning Co of New England Inc. | 14,004 | $2,988 | 12/31/2023 | VB | 14,004 | $2,988 | 12/31/2023 | Forte Capital LLC ADV | 13,996 | $2,986 | 12/31/2023 | VB | 13,996 | $2,986 | 12/31/2023 | McIlrath & Eck LLC | 13,953 | $2,977 | 12/31/2023 | VB | 13,953 | $2,977 | 12/31/2023 | Verum Partners LLC | 13,013 | $2,975 | 03/31/2024 | VB | 13,013 | $2,975 | 03/31/2024 | First Financialcorp IN | 13,011 | $2,974 | 03/31/2024 | VB | 13,011 | $2,974 | 03/31/2024 | FinDec Wealth Services Inc. | 13,849 | $2,954 | 12/31/2023 | VB | 13,849 | $2,954 | 12/31/2023 | Frank Rimerman Advisors LLC | 13,829 | $2,950 | 12/31/2023 | VB | 13,829 | $2,950 | 12/31/2023 | Wesbanco Bank Inc. | 12,778 | $2,921 | 03/31/2024 | VB | 12,778 | $2,921 | 03/31/2024 | Bragg Financial Advisors Inc | 13,692 | $2,921 | 12/31/2023 | VB | 13,692 | $2,921 | 12/31/2023 | Phillips Financial Management LLC | 12,734 | $2,911 | 03/31/2024 | VB | 12,734 | $2,911 | 03/31/2024 | Synovus Financial Corp | 13,632 | $2,910 | 12/31/2023 | VB | 13,632 | $2,910 | 12/31/2023 | Heritage Trust Co | 13,641 | $2,910 | 12/31/2023 | VB | 13,641 | $2,910 | 12/31/2023 | Objective Capital Management LLC | 13,628 | $2,907 | 12/31/2023 | VB | 13,628 | $2,907 | 12/31/2023 | Greenwich Wealth Management LLC | 13,577 | $2,896 | 12/31/2023 | VB | 13,577 | $2,896 | 12/31/2023 | Wade Financial Advisory Inc | 13,542 | $2,889 | 12/31/2023 | VB | 13,542 | $2,889 | 12/31/2023 | Acorn Wealth Advisors LLC | 12,620 | $2,885 | 03/31/2024 | VB | 12,620 | $2,885 | 03/31/2024 | Bridges Investment Management Inc. | 12,577 | $2,875 | 03/31/2024 | VB | 12,577 | $2,875 | 03/31/2024 | Adams Wealth Management | 13,458 | $2,871 | 12/31/2023 | VB | 13,458 | $2,871 | 12/31/2023 | Mosaic Advisors LLC | 12,550 | $2,869 | 03/31/2024 | VB | 12,550 | $2,869 | 03/31/2024 | Level Four Advisory Services LLC | 13,437 | $2,867 | 12/31/2023 | VB | 13,437 | $2,867 | 12/31/2023 | Accredited Investors Inc. | 13,407 | $2,860 | 12/31/2023 | VB | 13,407 | $2,860 | 12/31/2023 | Focus Financial Network Inc. | 13,453 | $2,835 | 03/31/2024 | VB | 13,453 | $2,835 | 03/31/2024 | Trinity Financial Advisors LLC | 12,396 | $2,834 | 03/31/2024 | VB | 12,396 | $2,834 | 03/31/2024 | Windham Capital Management LLC | 13,261 | $2,829 | 12/31/2023 | VB | 13,261 | $2,829 | 12/31/2023 | Great Lakes Advisors LLC | 13,233 | $2,823 | 12/31/2023 | VB | 13,233 | $2,823 | 12/31/2023 | Monument Group Wealth Advisors LLC | 13,178 | $2,811 | 12/31/2023 | VB | 13,178 | $2,811 | 12/31/2023 | Rebalance LLC | 12,194 | $2,787 | 03/31/2024 | VB | 12,194 | $2,787 | 03/31/2024 | Dorsey & Whitney Trust CO LLC | 13,020 | $2,778 | 12/31/2023 | VB | 13,020 | $2,778 | 12/31/2023 | Kathleen S. Wright Associates Inc. | 12,111 | $2,769 | 03/31/2024 | VB | 12,111 | $2,769 | 03/31/2024 | IFP Advisors Inc | 12,959 | $2,765 | 12/31/2023 | VB | 12,959 | $2,765 | 12/31/2023 | Cranbrook Wealth Management LLC | 12,079 | $2,761 | 03/31/2024 | VB | 12,079 | $2,761 | 03/31/2024 | Welch & Forbes LLC | 12,889 | $2,750 | 12/31/2023 | VB | 12,889 | $2,750 | 12/31/2023 | Brand Asset Management Group Inc. | 12,844 | $2,740 | 12/31/2023 | VB | 12,844 | $2,740 | 12/31/2023 | Orin Green Financial LLC | 12,842 | $2,740 | 12/31/2023 | VB | 12,842 | $2,740 | 12/31/2023 | Ieq Capital LLC | 12,832 | $2,737 | 12/31/2023 | VB | 12,832 | $2,737 | 12/31/2023 | We Are One Seven LLC | 12,809 | $2,733 | 12/31/2023 | VB | 12,809 | $2,733 | 12/31/2023 | Tompkins Financial Corp | 11,933 | $2,728 | 03/31/2024 | VB | 11,933 | $2,728 | 03/31/2024 | Williams Jones Wealth Management LLC. | 12,687 | $2,707 | 12/31/2023 | VB | 12,687 | $2,707 | 12/31/2023 | Octavia Wealth Advisors LLC | 11,796 | $2,697 | 03/31/2024 | VB | 11,796 | $2,697 | 03/31/2024 | Diversified Trust Co | 11,783 | $2,694 | 03/31/2024 | VB | 11,783 | $2,694 | 03/31/2024 | Smith Moore & CO. | 12,627 | $2,694 | 12/31/2023 | VB | 12,627 | $2,694 | 12/31/2023 | Semmax Financial Advisors Inc. | 12,812 | $2,693 | 12/31/2023 | VB | 12,812 | $2,693 | 12/31/2023 | Alesco Advisors LLC | 12,557 | $2,679 | 12/31/2023 | VB | 12,557 | $2,679 | 12/31/2023 | Edmond DE Rothschild Holding S.A. | 12,500 | $2,667 | 12/31/2023 | VB | 12,500 | $2,667 | 12/31/2023 | Procyon Private Wealth Partners LLC | 11,654 | $2,664 | 03/31/2024 | VB | 11,654 | $2,664 | 03/31/2024 | Principle Wealth Partners LLC | 11,627 | $2,658 | 03/31/2024 | VB | 11,627 | $2,658 | 03/31/2024 | Landmark Financial Advisors LLC | 12,444 | $2,655 | 12/31/2023 | VB | 12,444 | $2,655 | 12/31/2023 | Ariston Services Group | 11,579 | $2,647 | 03/31/2024 | VB | 11,579 | $2,647 | 03/31/2024 | N.E.W. Advisory Services LLC | 11,431 | $2,613 | 03/31/2024 | VB | 11,431 | $2,613 | 03/31/2024 | PCA Investment Advisory Services Inc. | 12,248 | $2,613 | 12/31/2023 | VB | 12,248 | $2,613 | 12/31/2023 | CWA Asset Management Group LLC | 12,224 | $2,608 | 12/31/2023 | VB | 12,224 | $2,608 | 12/31/2023 | Signature Securities Group Corporation | 11,377 | $2,601 | 03/31/2024 | VB | 11,377 | $2,601 | 03/31/2024 | Sequoia Financial Advisors LLC | 12,181 | $2,599 | 12/31/2023 | VB | 12,181 | $2,599 | 12/31/2023 | Gainplan LLC | 11,356 | $2,596 | 03/31/2024 | VB | 11,356 | $2,596 | 03/31/2024 | Hummer Financial Advisory Services Inc | 11,199 | $2,560 | 03/31/2024 | VB | 11,199 | $2,560 | 03/31/2024 | MBB Public Markets I LLC | 12,000 | $2,560 | 12/31/2023 | VB | 12,000 | $2,560 | 12/31/2023 | Focus Financial Network Inc. ADV | 11,810 | $2,520 | 12/31/2023 | VB | 11,810 | $2,520 | 12/31/2023 | Marble Harbor Investment Counsel LLC | 11,814 | $2,520 | 12/31/2023 | VB | 11,814 | $2,520 | 12/31/2023 | First United Bank Trust | 11,797 | $2,517 | 12/31/2023 | VB | 11,797 | $2,517 | 12/31/2023 | Capital Group Private Client Services Inc. | 11,793 | $2,516 | 12/31/2023 | VB | 11,793 | $2,516 | 12/31/2023 | Berger Financial Group Inc | 10,986 | $2,511 | 03/31/2024 | VB | 10,986 | $2,511 | 03/31/2024 | Fiera Capital Corp | 11,755 | $2,508 | 12/31/2023 | VB | 11,755 | $2,508 | 12/31/2023 | Radnor Capital Management LLC | 10,934 | $2,499 | 03/31/2024 | VB | 10,934 | $2,499 | 03/31/2024 | Seven Post Investment Office LP | 10,918 | $2,496 | 03/31/2024 | VB | 10,918 | $2,496 | 03/31/2024 | Boyd Wealth Management LLC | 10,864 | $2,483 | 03/31/2024 | VB | 10,864 | $2,483 | 03/31/2024 | Brickley Wealth Management | 10,776 | $2,463 | 03/31/2024 | VB | 10,776 | $2,463 | 03/31/2024 | Financial Advocates Investment Management | 11,545 | $2,463 | 12/31/2023 | VB | 11,545 | $2,463 | 12/31/2023 | Moisand Fitzgerald Tamayo LLC | 10,764 | $2,461 | 03/31/2024 | VB | 10,764 | $2,461 | 03/31/2024 | Cordant Inc. | 10,615 | $2,426 | 03/31/2024 | VB | 10,615 | $2,426 | 03/31/2024 | TFC Financial Management | 11,346 | $2,420 | 12/31/2023 | VB | 11,346 | $2,420 | 12/31/2023 | Global Strategic Investment Solutions LLC | 11,339 | $2,419 | 12/31/2023 | VB | 11,339 | $2,419 | 12/31/2023 | Koshinski Asset Management Inc. | 11,334 | $2,418 | 12/31/2023 | VB | 11,334 | $2,418 | 12/31/2023 | Evermay Wealth Management LLC | 11,301 | $2,411 | 12/31/2023 | VB | 11,301 | $2,411 | 12/31/2023 | Strategies Wealth Advisors LLC | 10,535 | $2,408 | 03/31/2024 | VB | 10,535 | $2,408 | 03/31/2024 | Wintrust Investments LLC | 11,261 | $2,402 | 12/31/2023 | VB | 11,261 | $2,402 | 12/31/2023 | Graves Light Private Wealth Management Inc. | 11,253 | $2,401 | 12/31/2023 | VB | 11,253 | $2,401 | 12/31/2023 | Wealthsource Partners LLC | 11,246 | $2,399 | 12/31/2023 | VB | 11,246 | $2,399 | 12/31/2023 | BTC Capital Management Inc. | 10,491 | $2,398 | 03/31/2024 | VB | 10,491 | $2,398 | 03/31/2024 | Ridgewood Investments LLC | 10,455 | $2,390 | 03/31/2024 | VB | 10,455 | $2,390 | 03/31/2024 | Klingman & Associates LLC | 11,184 | $2,386 | 12/31/2023 | VB | 11,184 | $2,386 | 12/31/2023 | AdvisorNet Financial Inc | 10,430 | $2,384 | 03/31/2024 | VB | 10,430 | $2,384 | 03/31/2024 | Elwood & Goetz Wealth Advisory Group LLC | 10,427 | $2,384 | 03/31/2024 | VB | 10,427 | $2,384 | 03/31/2024 | Traveka Wealth LLC | 10,376 | $2,372 | 03/31/2024 | VB | 10,376 | $2,372 | 03/31/2024 | Sei Investments Co. | 11,021 | $2,351 | 12/31/2023 | VB | 11,021 | $2,351 | 12/31/2023 | Massmutual Trust Co. FSB ADV | 10,280 | $2,350 | 03/31/2024 | VB | 10,280 | $2,350 | 03/31/2024 | Viewpoint Capital Management LLC | 10,280 | $2,350 | 03/31/2024 | VB | 10,280 | $2,350 | 03/31/2024 | Toroso Investments LLC | 11,017 | $2,350 | 12/31/2023 | VB | 11,017 | $2,350 | 12/31/2023 | SkyOak Wealth LLC | 10,960 | $2,338 | 12/31/2023 | VB | 10,960 | $2,338 | 12/31/2023 | Boston Research & Management Inc. | 10,939 | $2,333 | 12/31/2023 | VB | 10,939 | $2,333 | 12/31/2023 | Brighton Jones LLC | 10,931 | $2,332 | 12/31/2023 | VB | 10,931 | $2,332 | 12/31/2023 | Tortoise Investment Management LLC | 10,900 | $2,325 | 12/31/2023 | VB | 10,900 | $2,325 | 12/31/2023 | Camelot Portfolios LLC | 10,878 | $2,321 | 12/31/2023 | VB | 10,878 | $2,321 | 12/31/2023 | Private Client Services LLC | 10,870 | $2,319 | 12/31/2023 | VB | 10,870 | $2,319 | 12/31/2023 | Apollon Wealth Management LLC | 10,803 | $2,305 | 12/31/2023 | VB | 10,803 | $2,305 | 12/31/2023 | Tanager Wealth Management LLP | 10,762 | $2,296 | 12/31/2023 | VB | 10,762 | $2,296 | 12/31/2023 | Security Financial Services INC. | 10,039 | $2,295 | 03/31/2024 | VB | 10,039 | $2,295 | 03/31/2024 | Independent Advisor Alliance | 11,364 | $2,287 | 12/31/2023 | VB | 11,364 | $2,287 | 12/31/2023 | Vontobel Holding Ltd. | 10,676 | $2,278 | 12/31/2023 | VB | 10,676 | $2,278 | 12/31/2023 | Revolve Wealth Partners LLC | 9,933 | $2,271 | 03/31/2024 | VB | 9,933 | $2,271 | 03/31/2024 | Parsons Capital Management Inc. RI | 9,921 | $2,268 | 03/31/2024 | VB | 9,921 | $2,268 | 03/31/2024 | Alhambra Investment Partners LLC | 9,883 | $2,259 | 03/31/2024 | VB | 9,883 | $2,259 | 03/31/2024 | Wall Street Access Asset Management LLC | 10,587 | $2,259 | 12/31/2023 | VB | 10,587 | $2,259 | 12/31/2023 | CWS Financial Advisors LLC | 10,555 | $2,252 | 12/31/2023 | VB | 10,555 | $2,252 | 12/31/2023 | Stock Yards Bank & Trust Co. | 10,502 | $2,240 | 12/31/2023 | VB | 10,502 | $2,240 | 12/31/2023 | Marquette Asset Management LLC | 10,499 | $2,240 | 12/31/2023 | VB | 10,499 | $2,240 | 12/31/2023 | SWP Financial LLC | 10,464 | $2,232 | 12/31/2023 | VB | 10,464 | $2,232 | 12/31/2023 | Fort Point Capital Partners LLC | 10,449 | $2,229 | 12/31/2023 | VB | 10,449 | $2,229 | 12/31/2023 | Marshall Financial Group LLC | 9,726 | $2,223 | 03/31/2024 | VB | 9,726 | $2,223 | 03/31/2024 | Paul Damon & Associates Inc. | 9,707 | $2,219 | 03/31/2024 | VB | 9,707 | $2,219 | 03/31/2024 | Columbia Asset Management | 10,381 | $2,215 | 12/31/2023 | VB | 10,381 | $2,215 | 12/31/2023 | Joseph P. Lucia & Associates LLC | 10,382 | $2,215 | 12/31/2023 | VB | 10,382 | $2,215 | 12/31/2023 | RWM Asset Management LLC | 9,673 | $2,211 | 03/31/2024 | VB | 9,673 | $2,211 | 03/31/2024 | Westside Investment Management Inc. | 9,683 | $2,210 | 03/31/2024 | VB | 9,683 | $2,210 | 03/31/2024 | Affinity Capital Advisors LLC | 9,528 | $2,178 | 03/31/2024 | VB | 9,528 | $2,178 | 03/31/2024 | Wiser Advisor Group LLC | 10,195 | $2,175 | 12/31/2023 | VB | 10,195 | $2,175 | 12/31/2023 | Peak Asset Management LLC | 10,158 | $2,167 | 12/31/2023 | VB | 10,158 | $2,167 | 12/31/2023 | Cahill Financial Advisors Inc. | 10,122 | $2,159 | 12/31/2023 | VB | 10,122 | $2,159 | 12/31/2023 | Peoples Financial Services CORP. | 9,394 | $2,147 | 03/31/2024 | VB | 9,394 | $2,147 | 03/31/2024 | Strategic Family Wealth Counselors L.L.C. | 10,063 | $2,147 | 12/31/2023 | VB | 10,063 | $2,147 | 12/31/2023 | Washington Trust Advisors Inc. | 10,064 | $2,147 | 12/31/2023 | VB | 10,064 | $2,147 | 12/31/2023 | Ameraudi Asset Management Inc. | 10,056 | $2,145 | 12/31/2023 | VB | 10,056 | $2,145 | 12/31/2023 | Wambolt & Associates LLC | 10,040 | $2,142 | 12/31/2023 | VB | 10,040 | $2,142 | 12/31/2023 | FDx Advisors Inc. | 10,029 | $2,139 | 12/31/2023 | VB | 10,029 | $2,139 | 12/31/2023 | Vantage Financial Partners LLC | 10,008 | $2,135 | 12/31/2023 | VB | 10,008 | $2,135 | 12/31/2023 | Nelson Van Denburg & Campbell Wealth Management Group LLC | 10,095 | $2,133 | 12/31/2023 | VB | 10,095 | $2,133 | 12/31/2023 | Fiduciary Trust Co. | 9,994 | $2,132 | 12/31/2023 | VB | 9,994 | $2,132 | 12/31/2023 | Mesirow Financial Investment Management Equity Management | 9,995 | $2,132 | 12/31/2023 | VB | 9,995 | $2,132 | 12/31/2023 | Vista Private Wealth Partners. LLC | 10,240 | $2,116 | 12/31/2023 | VB | 10,240 | $2,116 | 12/31/2023 | Garrett Investment Advisors LLC | 9,247 | $2,114 | 03/31/2024 | VB | 9,247 | $2,114 | 03/31/2024 | Market Street Wealth Management Advisors LLC | 9,244 | $2,113 | 03/31/2024 | VB | 9,244 | $2,113 | 03/31/2024 | Verus Capital Partners LLC | 9,883 | $2,108 | 12/31/2023 | VB | 9,883 | $2,108 | 12/31/2023 | Carr Financial Group Corp | 9,173 | $2,097 | 03/31/2024 | VB | 9,173 | $2,097 | 03/31/2024 | Columbus Macro LLC | 9,165 | $2,095 | 03/31/2024 | VB | 9,165 | $2,095 | 03/31/2024 | Belvedere Trading LLC | | $2,091 | 12/31/2023 | Call | 9,800 | $2,091 | 12/31/2023 | SILVER OAK SECURITIES Inc | 9,796 | $2,090 | 12/31/2023 | VB | 9,796 | $2,090 | 12/31/2023 | Vivaldi Capital Management LLC | 9,923 | $2,086 | 12/31/2023 | VB | 9,923 | $2,086 | 12/31/2023 | Tarbox Family Office Inc. | 9,122 | $2,085 | 03/31/2024 | VB | 9,122 | $2,085 | 03/31/2024 | Scotia Capital Inc. | 9,748 | $2,080 | 12/31/2023 | VB | 9,748 | $2,080 | 12/31/2023 | Conning Inc. | 9,084 | $2,077 | 03/31/2024 | VB | 9,084 | $2,077 | 03/31/2024 | IHT Wealth Management LLC | 9,634 | $2,055 | 12/31/2023 | VB | 9,634 | $2,055 | 12/31/2023 | Fidelis Capital Partners LLC | 9,628 | $2,054 | 12/31/2023 | VB | 9,628 | $2,054 | 12/31/2023 | Truepoint Inc. | 9,612 | $2,051 | 12/31/2023 | VB | 9,612 | $2,051 | 12/31/2023 | Valtinson Bruner Financial Planning LLC | 9,607 | $2,049 | 12/31/2023 | VB | 9,607 | $2,049 | 12/31/2023 | German American Bancorp Inc. | 9,523 | $2,032 | 12/31/2023 | VB | 9,523 | $2,032 | 12/31/2023 | JNBA Financial Advisors | 8,885 | $2,031 | 03/31/2024 | VB | 8,885 | $2,031 | 03/31/2024 | Dimension Capital Management LLC | 9,502 | $2,027 | 12/31/2023 | VB | 9,502 | $2,027 | 12/31/2023 | Nations Financial Group Inc. IA ADV | 8,838 | $2,020 | 03/31/2024 | VB | 8,838 | $2,020 | 03/31/2024 | Flow Traders U.S. LLC | 9,421 | $2,010 | 12/31/2023 | VB | 9,421 | $2,010 | 12/31/2023 | Smith Anglin Financial LLC | 8,783 | $2,008 | 03/31/2024 | VB | 8,783 | $2,008 | 03/31/2024 | Encompass Wealth Advisors LLC | 9,290 | $1,982 | 12/31/2023 | VB | 9,290 | $1,982 | 12/31/2023 | Arrowroot Family Office LLC | 9,274 | $1,978 | 12/31/2023 | VB | 9,274 | $1,978 | 12/31/2023 | Morton Brown Family Wealth LLC | 8,619 | $1,970 | 03/31/2024 | VB | 8,619 | $1,970 | 03/31/2024 | New England Private Wealth Advisors LLC | 9,118 | $1,945 | 12/31/2023 | VB | 9,118 | $1,945 | 12/31/2023 | McLean Asset Management Corp | 8,623 | $1,943 | 03/31/2024 | VB | 8,623 | $1,943 | 03/31/2024 | jvl associates llc | 8,497 | $1,942 | 03/31/2024 | VB | 8,497 | $1,942 | 03/31/2024 | Journey Advisory Group LLC | 9,101 | $1,942 | 12/31/2023 | VB | 9,101 | $1,942 | 12/31/2023 | Valeo Financial Advisors LLC | 8,935 | $1,934 | 03/31/2024 | VB | 8,935 | $1,934 | 03/31/2024 | Deutsche Bank AG | 9,020 | $1,924 | 12/31/2023 | VB | 9,020 | $1,924 | 12/31/2023 | Pine Valley Investments Ltd Liability Co | 9,009 | $1,922 | 12/31/2023 | VB | 9,009 | $1,922 | 12/31/2023 | StrategIQ Financial Group LLC | 9,001 | $1,920 | 12/31/2023 | VB | 9,001 | $1,920 | 12/31/2023 | Beaird Harris Wealth Management LLC | 8,901 | $1,899 | 12/31/2023 | VB | 8,901 | $1,899 | 12/31/2023 | Life Planning Partners Inc | 8,873 | $1,893 | 12/31/2023 | VB | 8,873 | $1,893 | 12/31/2023 | Clear Creek Financial Management LLC | 8,221 | $1,879 | 03/31/2024 | VB | 8,221 | $1,879 | 03/31/2024 | Summit Trail Advisors LLC | 8,210 | $1,877 | 03/31/2024 | VB | 8,210 | $1,877 | 03/31/2024 | Wealthspan Partners LLC | 8,737 | $1,864 | 12/31/2023 | VB | 8,737 | $1,864 | 12/31/2023 | Investment Partners LTD. | 8,141 | $1,861 | 03/31/2024 | VB | 8,141 | $1,861 | 03/31/2024 | Maryland Capital Advisors Inc. | 8,117 | $1,855 | 03/31/2024 | VB | 8,117 | $1,855 | 03/31/2024 | Dentgroup LLC | 8,100 | $1,852 | 03/31/2024 | VB | 8,100 | $1,852 | 03/31/2024 | Onyx Bridge Wealth Group LLC | 8,610 | $1,837 | 12/31/2023 | VB | 8,610 | $1,837 | 12/31/2023 | Collective Family Office LLC | 7,879 | $1,801 | 03/31/2024 | VB | 7,879 | $1,801 | 03/31/2024 | ETF Portfolio Partners Inc. | 8,414 | $1,795 | 12/31/2023 | VB | 8,414 | $1,795 | 12/31/2023 | Stone Point Wealth LLC | 8,413 | $1,795 | 12/31/2023 | VB | 8,413 | $1,795 | 12/31/2023 | Canal Capital Management LLC | 7,822 | $1,788 | 03/31/2024 | VB | 7,822 | $1,788 | 03/31/2024 | Pensionmark Financial Group LLC | 8,358 | $1,783 | 12/31/2023 | VB | 8,358 | $1,783 | 12/31/2023 | Wick Capital Partners LLC | 8,348 | $1,781 | 12/31/2023 | VB | 8,348 | $1,781 | 12/31/2023 | Sweet Financial Partners LLC | 7,715 | $1,764 | 03/31/2024 | VB | 7,715 | $1,764 | 03/31/2024 | Brio Consultants LLC | 8,269 | $1,764 | 12/31/2023 | VB | 8,269 | $1,764 | 12/31/2023 | Secure Asset Management LLC | 8,270 | $1,764 | 12/31/2023 | VB | 8,270 | $1,764 | 12/31/2023 | Creative Financial Designs Inc. ADV | 8,240 | $1,758 | 12/31/2023 | VB | 8,240 | $1,758 | 12/31/2023 | Pioneer Wealth Management Group | 7,649 | $1,749 | 03/31/2024 | VB | 7,649 | $1,749 | 03/31/2024 | Oxford Financial Group Ltd. | 8,194 | $1,748 | 12/31/2023 | VB | 8,194 | $1,748 | 12/31/2023 | Argent Trust Co | 8,184 | $1,746 | 12/31/2023 | VB | 8,184 | $1,746 | 12/31/2023 | TCI Wealth Advisors Inc. | 8,176 | $1,744 | 12/31/2023 | VB | 8,176 | $1,744 | 12/31/2023 | Duncker Streett & Co. Inc. | 7,616 | $1,741 | 03/31/2024 | VB | 7,616 | $1,741 | 03/31/2024 | Harbor Group Inc. | 7,599 | $1,737 | 03/31/2024 | VB | 7,599 | $1,737 | 03/31/2024 | First National Bank of Omaha | 8,116 | $1,731 | 12/31/2023 | VB | 8,116 | $1,731 | 12/31/2023 | Horizon Family Wealth Inc. | 8,114 | $1,731 | 12/31/2023 | VB | 8,114 | $1,731 | 12/31/2023 | ICA Group Wealth Management LLC | 8,107 | $1,730 | 12/31/2023 | VB | 8,107 | $1,730 | 12/31/2023 | Lake Street Advisors Group LLC | 8,107 | $1,729 | 12/31/2023 | VB | 8,107 | $1,729 | 12/31/2023 | First National Trust Co | 7,546 | $1,725 | 03/31/2024 | VB | 7,546 | $1,725 | 03/31/2024 | Eclectic Associates Inc. ADV | 7,521 | $1,719 | 03/31/2024 | VB | 7,521 | $1,719 | 03/31/2024 | Townsquare Capital LLC | 8,045 | $1,716 | 12/31/2023 | VB | 8,045 | $1,716 | 12/31/2023 | Alpha Cubed Investments LLC | 7,479 | $1,710 | 03/31/2024 | VB | 7,479 | $1,710 | 03/31/2024 | FineMark National Bank & Trust | 8,008 | $1,708 | 12/31/2023 | VB | 8,008 | $1,708 | 12/31/2023 | Schoolcraft Capital LLC | 7,462 | $1,706 | 03/31/2024 | VB | 7,462 | $1,706 | 03/31/2024 | Aptus Capital Advisors LLC | 7,994 | $1,705 | 12/31/2023 | VB | 7,994 | $1,705 | 12/31/2023 | MidWestOne Financial Group Inc. | 7,974 | $1,701 | 12/31/2023 | VB | 7,974 | $1,701 | 12/31/2023 | New York Life Investment Management LLC | 7,944 | $1,695 | 12/31/2023 | VB | 7,944 | $1,695 | 12/31/2023 | BCS Wealth Management | 7,368 | $1,684 | 03/31/2024 | VB | 7,368 | $1,684 | 03/31/2024 | Wedbush Securities Inc. | 7,876 | $1,680 | 12/31/2023 | VB | 7,876 | $1,680 | 12/31/2023 | Relative Value Partners Group LLC | 7,875 | $1,680 | 12/31/2023 | VB | 7,875 | $1,680 | 12/31/2023 | Caitlin John LLC | 7,874 | $1,680 | 12/31/2023 | VB | 7,874 | $1,680 | 12/31/2023 | Cascade Wealth Advisors Inc | 7,716 | $1,674 | 03/31/2024 | VB | 7,716 | $1,674 | 03/31/2024 | Annis Gardner Whiting Capital Advisors LLC | 7,797 | $1,663 | 12/31/2023 | VB | 7,797 | $1,663 | 12/31/2023 | AlphaStar Capital Management LLC | 7,788 | $1,661 | 12/31/2023 | VB | 7,788 | $1,661 | 12/31/2023 | GFS Advisors LLC | 7,190 | $1,644 | 03/31/2024 | VB | 7,190 | $1,644 | 03/31/2024 | Congress Wealth Management LLC DE | 7,190 | $1,644 | 03/31/2024 | VB | 7,190 | $1,644 | 03/31/2024 | Argonautica Private Wealth Management Inc. | 7,707 | $1,644 | 12/31/2023 | VB | 7,707 | $1,644 | 12/31/2023 | Pacific Sun Financial Corp | 7,654 | $1,633 | 12/31/2023 | VB | 7,654 | $1,633 | 12/31/2023 | Red Lighthouse Investment Management LLC | 7,657 | $1,633 | 12/31/2023 | VB | 7,657 | $1,633 | 12/31/2023 | Lee Financial Co | 7,575 | $1,616 | 12/31/2023 | VB | 7,575 | $1,616 | 12/31/2023 | Essex Savings Bank | 7,518 | $1,604 | 03/31/2024 | VB | 7,518 | $1,604 | 03/31/2024 | Compass Financial Group INC SD | 7,006 | $1,602 | 03/31/2024 | VB | 7,006 | $1,602 | 03/31/2024 | Sigma Planning Corp | 7,428 | $1,585 | 12/31/2023 | VB | 7,428 | $1,585 | 12/31/2023 | Beacon Financial Group | 7,405 | $1,580 | 12/31/2023 | VB | 7,405 | $1,580 | 12/31/2023 | Trust Co. of Vermont | 7,363 | $1,571 | 12/31/2023 | VB | 7,363 | $1,571 | 12/31/2023 | New England Asset Management Inc. | 7,340 | $1,566 | 12/31/2023 | VB | 7,340 | $1,566 | 12/31/2023 | Investment Advisory Group LLC | 7,253 | $1,547 | 12/31/2023 | VB | 7,253 | $1,547 | 12/31/2023 | Anchor Investment Management LLC | 7,249 | $1,546 | 12/31/2023 | VB | 7,249 | $1,546 | 12/31/2023 | City State Bank | 6,761 | $1,545 | 03/31/2024 | VB | 6,761 | $1,545 | 03/31/2024 | Fulton Bank N.A. | 6,745 | $1,542 | 03/31/2024 | VB | 6,745 | $1,542 | 03/31/2024 | Sunburst Financial Group LLC | 6,779 | $1,536 | 03/31/2024 | VB | 6,779 | $1,536 | 03/31/2024 | Summit Investment Advisory Services LLC | 6,714 | $1,535 | 03/31/2024 | VB | 6,714 | $1,535 | 03/31/2024 | Holistic Planning LLC | 7,192 | $1,534 | 12/31/2023 | VB | 7,192 | $1,534 | 12/31/2023 | Gladstone Institutional Advisory LLC | 7,183 | $1,532 | 12/31/2023 | VB | 7,183 | $1,532 | 12/31/2023 | Global Wealth Management Investment Advisory Inc. | 7,177 | $1,531 | 12/31/2023 | VB | 7,177 | $1,531 | 12/31/2023 | Hohimer Wealth Management LLC | 7,140 | $1,523 | 12/31/2023 | VB | 7,140 | $1,523 | 12/31/2023 | Tritonpoint Wealth LLC | 6,645 | $1,519 | 03/31/2024 | VB | 6,645 | $1,519 | 03/31/2024 | Santori & Peters Inc. | 6,614 | $1,512 | 03/31/2024 | VB | 6,614 | $1,512 | 03/31/2024 | XML Financial LLC | 7,083 | $1,511 | 12/31/2023 | VB | 7,083 | $1,511 | 12/31/2023 | Romano Brothers AND Company | 6,556 | $1,499 | 03/31/2024 | VB | 6,556 | $1,499 | 03/31/2024 | AlTi Global Inc. | 7,024 | $1,499 | 12/31/2023 | VB | 7,024 | $1,499 | 12/31/2023 | Grandview Asset Management LLC | 6,534 | $1,494 | 03/31/2024 | VB | 6,534 | $1,494 | 03/31/2024 | Shorepoint Capital Partners LLC | 6,992 | $1,492 | 12/31/2023 | VB | 6,992 | $1,492 | 12/31/2023 | Ironwood Financial llc | 6,490 | $1,484 | 03/31/2024 | VB | 6,490 | $1,484 | 03/31/2024 | Greenup Street Wealth Management LLC | 6,914 | $1,475 | 12/31/2023 | VB | 6,914 | $1,475 | 12/31/2023 | Strategic Investment Solutions Inc. IL | | $1,465 | 12/31/2023 | EQUITY FUNDS | 8,613 | $878 | 12/31/2023 | VB | 2,750 | $587 | 12/31/2023 | South State CORP. | 6,854 | $1,462 | 12/31/2023 | VB | 6,854 | $1,462 | 12/31/2023 | Laurel Wealth Planning LLC | 6,378 | $1,458 | 03/31/2024 | VB | 6,378 | $1,458 | 03/31/2024 | Security National Bank of Sioux City Iowa IA | 6,832 | $1,457 | 12/31/2023 | VB | 6,832 | $1,457 | 12/31/2023 | First Citizens Bank & Trust Co. | 6,360 | $1,454 | 03/31/2024 | VB | 6,360 | $1,454 | 03/31/2024 | Vicus Capital | 6,344 | $1,450 | 03/31/2024 | VB | 6,344 | $1,450 | 03/31/2024 | Sightline Wealth Advisors LLC | 6,311 | $1,443 | 03/31/2024 | VB | 6,311 | $1,443 | 03/31/2024 | Transcend Wealth Collective LLC | 6,690 | $1,427 | 12/31/2023 | VB | 6,690 | $1,427 | 12/31/2023 | Beese Fulmer Investment Management Inc. | 6,227 | $1,423 | 03/31/2024 | VB | 6,227 | $1,423 | 03/31/2024 | NBC Securities Inc. | 6,220 | $1,421 | 03/31/2024 | VB | 6,220 | $1,421 | 03/31/2024 | Financial Planning & Information Services Inc. | 6,657 | $1,420 | 12/31/2023 | VB | 6,657 | $1,420 | 12/31/2023 | WMS Partners LLC | 6,610 | $1,410 | 12/31/2023 | VB | 6,610 | $1,410 | 12/31/2023 | RFG Holdings Inc. | 6,130 | $1,402 | 03/31/2024 | VB | 6,130 | $1,402 | 03/31/2024 | Capital Analysts LLC | 6,572 | $1,402 | 12/31/2023 | VB | 6,572 | $1,402 | 12/31/2023 | MorganRosel Wealth Management LLC | 6,125 | $1,400 | 03/31/2024 | VB | 6,125 | $1,400 | 03/31/2024 | Refined Wealth Management | 6,090 | $1,392 | 03/31/2024 | VB | 6,090 | $1,392 | 03/31/2024 | Waters Parkerson & CO. LLC | 6,499 | $1,386 | 12/31/2023 | VB | 6,499 | $1,386 | 12/31/2023 | Gray Private Wealth LLC | 6,046 | $1,382 | 03/31/2024 | VB | 6,046 | $1,382 | 03/31/2024 | Soltis Investment Advisors LLC | 6,476 | $1,382 | 12/31/2023 | VB | 6,476 | $1,382 | 12/31/2023 | Wellspring Financial Advisors LLC | 6,420 | $1,370 | 12/31/2023 | VB | 6,420 | $1,370 | 12/31/2023 | Strategic Financial Concepts LLC | 5,979 | $1,367 | 03/31/2024 | VB | 5,979 | $1,367 | 03/31/2024 | USAdvisors Wealth Management LLC | 6,404 | $1,366 | 12/31/2023 | VB | 6,404 | $1,366 | 12/31/2023 | Ronald Blue Trust Inc. | 6,385 | $1,362 | 12/31/2023 | VB | 6,385 | $1,362 | 12/31/2023 | Kingsview Wealth Management LLC | 6,376 | $1,360 | 12/31/2023 | VB | 6,376 | $1,360 | 12/31/2023 | Wade G W & Inc. | 6,351 | $1,355 | 12/31/2023 | VB | 6,351 | $1,355 | 12/31/2023 | Ritholtz Wealth Management | 5,914 | $1,352 | 03/31/2024 | VB | 5,914 | $1,352 | 03/31/2024 | Sailer Financial LLC | 6,336 | $1,352 | 12/31/2023 | VB | 6,336 | $1,352 | 12/31/2023 | DBK Financial Counsel LLC | 5,896 | $1,348 | 03/31/2024 | VB | 5,896 | $1,348 | 03/31/2024 | Astoria Strategic Wealth Inc. | 6,307 | $1,345 | 12/31/2023 | VB | 6,307 | $1,345 | 12/31/2023 | Meridian Wealth Partners LLC | 6,288 | $1,341 | 12/31/2023 | VB | 6,288 | $1,341 | 12/31/2023 | Carolinas Wealth Consulting LLC | 6,272 | $1,338 | 12/31/2023 | VB | 6,272 | $1,338 | 12/31/2023 | Carnegie Capital Asset Management LLC | 6,267 | $1,337 | 12/31/2023 | VB | 6,267 | $1,337 | 12/31/2023 | Capasso Planning Partners LLC | 5,835 | $1,334 | 03/31/2024 | VB | 5,835 | $1,334 | 03/31/2024 | KMG Fiduciary Partners LLC | 5,825 | $1,332 | 03/31/2024 | VB | 5,825 | $1,332 | 03/31/2024 | Lam Group Inc. | 5,820 | $1,330 | 03/31/2024 | VB | 5,820 | $1,330 | 03/31/2024 | Bell Investment Advisors Inc | 6,231 | $1,329 | 12/31/2023 | VB | 6,231 | $1,329 | 12/31/2023 | Keel Point LLC | 5,769 | $1,319 | 03/31/2024 | VB | 5,769 | $1,319 | 03/31/2024 | Gibson Capital LLC | 5,771 | $1,319 | 03/31/2024 | VB | 5,771 | $1,319 | 03/31/2024 | Clifford Swan Investment Counsel LLC | 5,753 | $1,315 | 03/31/2024 | VB | 5,753 | $1,315 | 03/31/2024 | Rockbridge Investment Management LCC | 6,163 | $1,315 | 12/31/2023 | VB | 6,163 | $1,315 | 12/31/2023 | Retirement Planning Group | 5,750 | $1,314 | 03/31/2024 | VB | 5,750 | $1,314 | 03/31/2024 | Intelligence Driven Advisers LLC | 6,323 | $1,313 | 12/31/2023 | VB | 6,323 | $1,313 | 12/31/2023 | Moneywise Inc. | 5,727 | $1,309 | 03/31/2024 | VB | 5,727 | $1,309 | 03/31/2024 | Advisors Capital Management LLC | 6,108 | $1,303 | 12/31/2023 | VB | 6,108 | $1,303 | 12/31/2023 | RFG Advisory LLC | 5,697 | $1,302 | 03/31/2024 | VB | 5,697 | $1,302 | 03/31/2024 | Signal Advisors Wealth LLC | 5,639 | $1,289 | 03/31/2024 | VB | 5,639 | $1,289 | 03/31/2024 | Madden Advisory Services Inc. | 6,042 | $1,289 | 12/31/2023 | VB | 6,042 | $1,289 | 12/31/2023 | S&T Bank | 5,999 | $1,280 | 12/31/2023 | VB | 5,999 | $1,280 | 12/31/2023 | Zhang Financial LLC | 5,562 | $1,271 | 03/31/2024 | VB | 5,562 | $1,271 | 03/31/2024 | Wetherby Asset Management Inc. | 5,958 | $1,271 | 12/31/2023 | VB | 5,958 | $1,271 | 12/31/2023 | Cornerstone Wealth Advisors Inc. | 5,557 | $1,270 | 03/31/2024 | VB | 5,557 | $1,270 | 03/31/2024 | Defined Wealth Management LLC | 5,530 | $1,264 | 03/31/2024 | VB | 5,530 | $1,264 | 03/31/2024 | Conservest Capital Advisors Inc. | 5,919 | $1,263 | 12/31/2023 | VB | 5,919 | $1,263 | 12/31/2023 | Cornerstone Wealth Group LLC | 5,522 | $1,262 | 03/31/2024 | VB | 5,522 | $1,262 | 03/31/2024 | Upper Left Wealth Management LLC | 5,508 | $1,259 | 03/31/2024 | VB | 5,508 | $1,259 | 03/31/2024 | Acas LLC | 5,903 | $1,259 | 12/31/2023 | VB | 5,903 | $1,259 | 12/31/2023 | Evanson Asset Management LLC | 5,480 | $1,253 | 03/31/2024 | VB | 5,480 | $1,253 | 03/31/2024 | Muirfield Wealth Advisors LLC | 5,467 | $1,250 | 03/31/2024 | VB | 5,467 | $1,250 | 03/31/2024 | New Republic Capital LLC | 5,856 | $1,249 | 12/31/2023 | VB | 5,856 | $1,249 | 12/31/2023 | Wsfs Capital Management LLC | 5,839 | $1,246 | 12/31/2023 | VB | 5,839 | $1,246 | 12/31/2023 | Brown Brothers Harriman & Co. | 5,835 | $1,245 | 12/31/2023 | VB | 5,835 | $1,245 | 12/31/2023 | Proficio Capital Partners LLC | 5,837 | $1,245 | 12/31/2023 | VB | 5,837 | $1,245 | 12/31/2023 | Allegheny Financial Group LTD | 5,818 | $1,241 | 12/31/2023 | VB | 5,818 | $1,241 | 12/31/2023 | Jeppson Wealth Management LLC | 5,407 | $1,236 | 03/31/2024 | VB | 5,407 | $1,236 | 03/31/2024 | Cherrydale Wealth Management LLC | 5,373 | $1,228 | 03/31/2024 | VB | 5,373 | $1,228 | 03/31/2024 | Hirtle Callaghan & Co LLC | 5,723 | $1,221 | 12/31/2023 | VB | 5,723 | $1,221 | 12/31/2023 | Vista Wealth Management Group LLC | 5,715 | $1,219 | 12/31/2023 | VB | 5,715 | $1,219 | 12/31/2023 | BOS Asset Management LLC | 5,697 | $1,215 | 12/31/2023 | VB | 5,697 | $1,215 | 12/31/2023 | SeaCrest Wealth Management LLC | 5,281 | $1,207 | 03/31/2024 | VB | 5,281 | $1,207 | 03/31/2024 | Unique Wealth Strategies LLC | 5,266 | $1,204 | 03/31/2024 | VB | 5,266 | $1,204 | 03/31/2024 | Silverlake Wealth Management LLC | 5,261 | $1,203 | 03/31/2024 | VB | 5,261 | $1,203 | 03/31/2024 | Sound View Wealth Advisors Group LLC | 5,637 | $1,202 | 12/31/2023 | VB | 5,637 | $1,202 | 12/31/2023 | Cary Street Partners Asset Management LLC | 5,626 | $1,200 | 12/31/2023 | VB | 5,626 | $1,200 | 12/31/2023 | Quadrant Capital Group LLC | 5,619 | $1,199 | 12/31/2023 | VB | 5,619 | $1,199 | 12/31/2023 | Regal Wealth Group Inc. | 5,809 | $1,199 | 12/31/2023 | VB | 5,809 | $1,199 | 12/31/2023 | Fortitude Family Office LLC | 5,209 | $1,191 | 03/31/2024 | VB | 5,209 | $1,191 | 03/31/2024 | Twin Focus Capital Partners LLC | 5,583 | $1,191 | 12/31/2023 | VB | 5,583 | $1,191 | 12/31/2023 | FIDELIS iM LLC | 5,200 | $1,188 | 03/31/2024 | VB | 5,200 | $1,188 | 03/31/2024 | MGO Private Wealth LLC | 5,176 | $1,183 | 03/31/2024 | VB | 5,176 | $1,183 | 03/31/2024 | TFG Advisers LLC | 5,542 | $1,182 | 12/31/2023 | VB | 5,542 | $1,182 | 12/31/2023 | Independence Bank of Kentucky | 5,162 | $1,180 | 03/31/2024 | VB | 5,162 | $1,180 | 03/31/2024 | Oxbow Advisors LLC | 5,450 | $1,163 | 12/31/2023 | VB | 5,450 | $1,163 | 12/31/2023 | Stillwater Capital Advisors LLC | 5,085 | $1,162 | 03/31/2024 | VB | 5,085 | $1,162 | 03/31/2024 | Greenleaf Trust | 5,445 | $1,162 | 12/31/2023 | VB | 5,445 | $1,162 | 12/31/2023 | O ROURKE & COMPANY Inc | 5,068 | $1,159 | 03/31/2024 | VB | 5,068 | $1,159 | 03/31/2024 | Advisor Resource Council | 5,418 | $1,157 | 03/31/2024 | VB | 5,418 | $1,157 | 03/31/2024 | Pinnacle Financial Partners Inc. | 5,425 | $1,157 | 12/31/2023 | VB | 5,425 | $1,157 | 12/31/2023 | Carl P. Sherr & Co. LLC | 5,413 | $1,155 | 12/31/2023 | VB | 5,413 | $1,155 | 12/31/2023 | Motley Fool Wealth Management LLC | 5,374 | $1,144 | 12/31/2023 | VB | 5,374 | $1,144 | 12/31/2023 | Cardiff Park Advisors LLC | 5,358 | $1,143 | 12/31/2023 | VB | 5,358 | $1,143 | 12/31/2023 | Traverso Chambers Private Wealth Management LLC | 5,351 | $1,142 | 12/31/2023 | VB | 5,351 | $1,142 | 12/31/2023 | Cassady Schiller Wealth Management LLC | 5,333 | $1,138 | 12/31/2023 | VB | 5,333 | $1,138 | 12/31/2023 | Two Sigma Advisers LP | 5,300 | $1,131 | 12/31/2023 | VB | 5,300 | $1,131 | 12/31/2023 | Principal Financial Group Inc. | 5,275 | $1,125 | 12/31/2023 | VB | 5,275 | $1,125 | 12/31/2023 | SC&H Financial Advisors Inc. | 5,258 | $1,122 | 12/31/2023 | VB | 5,258 | $1,122 | 12/31/2023 | Capstone Wealth Management Group LLC | 4,902 | $1,121 | 03/31/2024 | VB | 4,902 | $1,121 | 03/31/2024 | Park National Corp OH | 4,896 | $1,119 | 03/31/2024 | VB | 4,896 | $1,119 | 03/31/2024 | Vident Advisory LLC | 5,209 | $1,111 | 12/31/2023 | VB | 5,209 | $1,111 | 12/31/2023 | Round Rock Advisors LLC | 4,852 | $1,109 | 03/31/2024 | VB | 4,852 | $1,109 | 03/31/2024 | C M Bidwell & Associates Ltd. | 5,194 | $1,108 | 12/31/2023 | VB | 5,194 | $1,108 | 12/31/2023 | MADDEN SECURITIES Corp | 4,811 | $1,100 | 03/31/2024 | VB | 4,811 | $1,100 | 03/31/2024 | Sachetta LLC | 5,150 | $1,099 | 12/31/2023 | VB | 5,150 | $1,099 | 12/31/2023 | First Business Financial Services Inc. | 5,133 | $1,095 | 12/31/2023 | VB | 5,133 | $1,095 | 12/31/2023 | Wiley BROS. Aintree Capital LLC | 4,926 | $1,094 | 03/31/2024 | VB | 4,926 | $1,094 | 03/31/2024 | BSW Wealth Partners | 4,767 | $1,090 | 03/31/2024 | VB | 4,767 | $1,090 | 03/31/2024 | Western Wealth Management LLC | 5,107 | $1,089 | 12/31/2023 | VB | 5,107 | $1,089 | 12/31/2023 | CPA Asset Management LLC | 5,094 | $1,087 | 12/31/2023 | VB | 5,094 | $1,087 | 12/31/2023 | Cidel Asset Management Inc. | 5,046 | $1,076 | 12/31/2023 | VB | 5,046 | $1,076 | 12/31/2023 | Probity Advisors Inc. | 5,037 | $1,075 | 12/31/2023 | VB | 5,037 | $1,075 | 12/31/2023 | NorthLanding Financial Partners LLC | 5,028 | $1,073 | 12/31/2023 | VB | 5,028 | $1,073 | 12/31/2023 | Jag Capital Management LLC | 5,018 | $1,070 | 12/31/2023 | VB | 5,018 | $1,070 | 12/31/2023 | Private Ocean LLC | 4,679 | $1,069 | 03/31/2024 | VB | 4,679 | $1,069 | 03/31/2024 | Vista Investment Management | 5,005 | $1,068 | 12/31/2023 | VB | 5,005 | $1,068 | 12/31/2023 | Aaron Wealth Advisors | 4,659 | $1,065 | 03/31/2024 | VB | 4,659 | $1,065 | 03/31/2024 | KCM Investment Advisors LLC | 4,980 | $1,062 | 12/31/2023 | VB | 4,980 | $1,062 | 12/31/2023 | Coastline Trust Co | 4,597 | $1,051 | 03/31/2024 | VB | 4,597 | $1,051 | 03/31/2024 | Planning Directions Inc. | 4,916 | $1,049 | 12/31/2023 | VB | 4,916 | $1,049 | 12/31/2023 | Delta Financial Advisors LLC | 4,891 | $1,043 | 12/31/2023 | VB | 4,891 | $1,043 | 12/31/2023 | Tranquility Partners LLC | 4,867 | $1,038 | 12/31/2023 | VB | 4,867 | $1,038 | 12/31/2023 | Verus Financial Partners Inc. | 4,927 | $1,036 | 12/31/2023 | VB | 4,927 | $1,036 | 12/31/2023 | Somerset Group LLC | 4,855 | $1,036 | 12/31/2023 | VB | 4,855 | $1,036 | 12/31/2023 | Zions Bancorporation N.A. | 4,828 | $1,030 | 12/31/2023 | VB | 4,828 | $1,030 | 12/31/2023 | SignalPoint Asset Management LLC | 4,536 | $1,027 | 03/31/2024 | VB | 4,536 | $1,027 | 03/31/2024 | Asset Allocation & Management Company LLC | 4,488 | $1,026 | 03/31/2024 | VB | 4,488 | $1,026 | 03/31/2024 | Founders Financial Alliance LLC | 4,781 | $1,020 | 12/31/2023 | VB | 4,781 | $1,020 | 12/31/2023 | Pacitti Group Inc. | 4,758 | $1,015 | 12/31/2023 | VB | 4,758 | $1,015 | 12/31/2023 | Choate Investment Advisors | 4,750 | $1,013 | 12/31/2023 | VB | 4,750 | $1,013 | 12/31/2023 | Family Firm Inc. | 4,739 | $1,011 | 12/31/2023 | VB | 4,739 | $1,011 | 12/31/2023 | Robertson Stephens Wealth Management LLC | 4,732 | $1,010 | 12/31/2023 | VB | 4,732 | $1,010 | 12/31/2023 | Berkeley Capital Partners LLC | 4,668 | $996 | 12/31/2023 | VB | 4,668 | $996 | 12/31/2023 | Dohj LLC | 4,347 | $994 | 03/31/2024 | VB | 4,347 | $994 | 03/31/2024 | John W. Brooker & Co. CPAs | 4,330 | $990 | 03/31/2024 | VB | 4,330 | $990 | 03/31/2024 | Farther Finance Advisors LLC | 4,622 | $986 | 12/31/2023 | VB | 4,622 | $986 | 12/31/2023 | Investment House LLC | 4,618 | $985 | 12/31/2023 | VB | 4,618 | $985 | 12/31/2023 | Northwest Capital Management Inc | 4,306 | $984 | 03/31/2024 | VB | 4,306 | $984 | 03/31/2024 | Victory Financial Group LLC | 4,608 | $983 | 12/31/2023 | VB | 4,608 | $983 | 12/31/2023 | McGuire Investment Group LLC | 4,254 | $972 | 03/31/2024 | VB | 4,254 | $972 | 03/31/2024 | Everhart Financial Group Inc. | 4,540 | $968 | 12/31/2023 | VB | 4,540 | $968 | 12/31/2023 | Werba Rubin Papier Wealth Management | 4,537 | $968 | 12/31/2023 | VB | 4,537 | $968 | 12/31/2023 | Rockwood Wealth Management LLC | 4,215 | $964 | 03/31/2024 | VB | 4,215 | $964 | 03/31/2024 | Legacy Advisors LLC | 4,490 | $958 | 12/31/2023 | VB | 4,490 | $958 | 12/31/2023 | Disciplined Investments LLC | 4,185 | $957 | 03/31/2024 | VB | 4,185 | $957 | 03/31/2024 | Hunter Associates Investment Management LLC | 4,503 | $952 | 12/31/2023 | VB | 4,503 | $952 | 12/31/2023 | Exchange Capital Management Inc. | 4,119 | $942 | 03/31/2024 | VB | 4,119 | $942 | 03/31/2024 | Traynor Capital Management Inc. | 4,119 | $942 | 03/31/2024 | VB | 4,119 | $942 | 03/31/2024 | Forefront Analytics LLC | 4,407 | $940 | 12/31/2023 | VB | 4,407 | $940 | 12/31/2023 | American Money Management LLC | 4,385 | $935 | 12/31/2023 | VB | 4,385 | $935 | 12/31/2023 | Advocate Group LLC | 4,063 | $929 | 03/31/2024 | VB | 4,063 | $929 | 03/31/2024 | Neuberger Berman Group LLC | 4,347 | $927 | 12/31/2023 | VB | 4,347 | $927 | 12/31/2023 | Gryphon Financial Partners LLC | 4,333 | $924 | 12/31/2023 | VB | 4,333 | $924 | 12/31/2023 | Lodestar Private Asset Management LLC | 4,034 | $922 | 03/31/2024 | VB | 4,034 | $922 | 03/31/2024 | Valley Forge Investment Consultants Inc. ADV | 4,317 | $921 | 12/31/2023 | VB | 4,317 | $921 | 12/31/2023 | Michael B. Yongue | 4,300 | $917 | 12/31/2023 | VB | 4,300 | $917 | 12/31/2023 | Eagle Bluffs Wealth Management LLC | 4,001 | $915 | 03/31/2024 | VB | 4,001 | $915 | 03/31/2024 | Waterloo Capital L.P. | 4,285 | $914 | 12/31/2023 | VB | 4,285 | $914 | 12/31/2023 | Birchcreek Wealth Management LLC | 4,269 | $911 | 12/31/2023 | VB | 4,269 | $911 | 12/31/2023 | Edge Financial Advisors LLC | 3,953 | $909 | 03/31/2024 | VB | 3,953 | $909 | 03/31/2024 | Naples Global Advisors LLC | 4,255 | $908 | 12/31/2023 | VB | 4,255 | $908 | 12/31/2023 | Diversified Portfolios Inc. | 4,246 | $906 | 12/31/2023 | VB | 4,246 | $906 | 12/31/2023 | Patriot Financial Group Insurance Agency LLC | 4,237 | $904 | 12/31/2023 | VB | 4,237 | $904 | 12/31/2023 | Harbor Investment Advisory LLC | 3,947 | $902 | 03/31/2024 | VB | 3,947 | $902 | 03/31/2024 | Droms Strauss Advisors Inc. MO ADV | 4,225 | $901 | 12/31/2023 | VB | 4,225 | $901 | 12/31/2023 | Smith Chas P & Associates PA Cpas | 3,931 | $899 | 03/31/2024 | VB | 3,931 | $899 | 03/31/2024 | Green Square Capital Advisors LLC | 4,216 | $899 | 12/31/2023 | VB | 4,216 | $899 | 12/31/2023 | Foundations Investment Advisors LLC | 4,229 | $890 | 12/31/2023 | VB | 4,229 | $890 | 12/31/2023 | Etesian Wealth Advisors Inc. | 3,884 | $888 | 03/31/2024 | VB | 3,884 | $888 | 03/31/2024 | Security National Bank of SO Dak | 4,158 | $887 | 12/31/2023 | VB | 4,158 | $887 | 12/31/2023 | Aspire Wealth Management Corp | 4,145 | $884 | 12/31/2023 | VB | 4,145 | $884 | 12/31/2023 | Atlas Capital Advisors LLC | 3,839 | $878 | 03/31/2024 | VB | 3,839 | $878 | 03/31/2024 | JT Stratford LLC | 4,112 | $877 | 12/31/2023 | VB | 4,112 | $877 | 12/31/2023 | Libra Wealth LLC | 4,092 | $873 | 12/31/2023 | VB | 4,092 | $873 | 12/31/2023 | Landmark Wealth Management LLC | 3,814 | $872 | 03/31/2024 | VB | 3,814 | $872 | 03/31/2024 | Eagle Strategies LLC | 3,815 | $872 | 03/31/2024 | VB | 3,815 | $872 | 03/31/2024 | Heritage Wealth Advisors | 4,088 | $872 | 12/31/2023 | VB | 4,088 | $872 | 12/31/2023 | Bank of New Hampshire | 3,810 | $871 | 03/31/2024 | VB | 3,810 | $871 | 03/31/2024 | Cahill Wealth Management LLC | 4,081 | $871 | 12/31/2023 | VB | 4,081 | $871 | 12/31/2023 | Optimum Investment Advisors | 3,805 | $870 | 03/31/2024 | VB | 3,805 | $870 | 03/31/2024 | Regatta Capital Group LLC | 3,797 | $868 | 03/31/2024 | VB | 3,797 | $868 | 03/31/2024 | Cynosure Management LLC | 4,026 | $859 | 12/31/2023 | VB | 4,026 | $859 | 12/31/2023 | Meritage Portfolio Management | 4,019 | $857 | 12/31/2023 | VB | 4,019 | $857 | 12/31/2023 | Bromfield Sneider Wealth Advisors | 3,737 | $854 | 03/31/2024 | VB | 3,737 | $854 | 03/31/2024 | Baker Boyer National Bank | 3,730 | $853 | 03/31/2024 | VB | 3,730 | $853 | 03/31/2024 | Lee Danner & Bass Inc. | 4,000 | $853 | 12/31/2023 | VB | 4,000 | $853 | 12/31/2023 | Fairway Wealth LLC | 3,995 | $852 | 12/31/2023 | VB | 3,995 | $852 | 12/31/2023 | True Wealth Design LLC | 3,987 | $851 | 12/31/2023 | VB | 3,987 | $851 | 12/31/2023 | Rodgers & Associates LTD | 3,984 | $850 | 12/31/2023 | VB | 3,984 | $850 | 12/31/2023 | Wells Trecaso Financial Group LLC | 3,696 | $845 | 03/31/2024 | VB | 3,696 | $845 | 03/31/2024 | 1ST Source Bank | 3,962 | $845 | 12/31/2023 | VB | 3,962 | $845 | 12/31/2023 | Hall Capital Management Co. Inc. | 3,946 | $842 | 12/31/2023 | VB | 3,946 | $842 | 12/31/2023 | UMB Bank N A MO | 3,676 | $840 | 03/31/2024 | VB | 3,676 | $840 | 03/31/2024 | River Wealth Advisors LLC | 3,932 | $839 | 12/31/2023 | VB | 3,932 | $839 | 12/31/2023 | Carlson Capital Management | 3,631 | $830 | 03/31/2024 | VB | 3,631 | $830 | 03/31/2024 | Kuhn & Co Investment Counsel | 3,882 | $828 | 12/31/2023 | VB | 3,882 | $828 | 12/31/2023 | Mosaic Family Wealth Partners LLC | 3,850 | $821 | 12/31/2023 | VB | 3,850 | $821 | 12/31/2023 | Private Trust Co. NA | 3,583 | $819 | 03/31/2024 | VB | 3,583 | $819 | 03/31/2024 | Blue Bell Private Wealth Management LLC | 3,567 | $815 | 03/31/2024 | VB | 3,567 | $815 | 03/31/2024 | Wescott Financial Advisory Group LLC | 3,818 | $815 | 12/31/2023 | VB | 3,818 | $815 | 12/31/2023 | Waterford Advisors LLC | 3,797 | $810 | 12/31/2023 | VB | 3,797 | $810 | 12/31/2023 | REDW Wealth LLC | 3,793 | $809 | 12/31/2023 | VB | 3,793 | $809 | 12/31/2023 | Trevian Wealth Management LLC | 3,527 | $806 | 03/31/2024 | VB | 3,527 | $806 | 03/31/2024 | Spreng Capital Management Inc. | 3,777 | $806 | 12/31/2023 | VB | 3,777 | $806 | 12/31/2023 | Southland Equity Partners LLC | 3,514 | $803 | 03/31/2024 | VB | 3,514 | $803 | 03/31/2024 | Safeguard Financial LLC | 3,510 | $802 | 03/31/2024 | VB | 3,510 | $802 | 03/31/2024 | Capital Investment Advisors LLC | 3,497 | $799 | 03/31/2024 | VB | 3,497 | $799 | 03/31/2024 | Dfpg Investments LLC | 3,853 | $796 | 12/31/2023 | VB | 3,853 | $796 | 12/31/2023 | Eudaimonia Advisors LLC | 3,478 | $795 | 03/31/2024 | VB | 3,478 | $795 | 03/31/2024 | Trust Point Inc. | 3,475 | $794 | 03/31/2024 | VB | 3,475 | $794 | 03/31/2024 | Strategic Wealth Partners Group LLC | 3,715 | $793 | 12/31/2023 | VB | 3,715 | $793 | 12/31/2023 | Mustard Seed Financial LLC | 3,460 | $791 | 03/31/2024 | VB | 3,460 | $791 | 03/31/2024 | Fiduciary Alliance LLC | 3,474 | $787 | 03/31/2024 | VB | 3,474 | $787 | 03/31/2024 | Bangor Savings Bank | 3,440 | $786 | 03/31/2024 | VB | 3,440 | $786 | 03/31/2024 | Parkside Financial Bank & Trust | 3,685 | $786 | 12/31/2023 | VB | 3,685 | $786 | 12/31/2023 | Segment Wealth Management LLC | 3,402 | $778 | 03/31/2024 | VB | 3,402 | $778 | 03/31/2024 | Abbrea Capital LLC | 3,646 | $778 | 12/31/2023 | VB | 3,646 | $778 | 12/31/2023 | Arvest Trust Co. N A | 3,638 | $776 | 12/31/2023 | VB | 3,638 | $776 | 12/31/2023 | Beirne Wealth Consulting Services LLC | 3,630 | $775 | 12/31/2023 | VB | 3,630 | $775 | 12/31/2023 | Maripau Wealth Management LLC | 3,630 | $774 | 12/31/2023 | VB | 3,630 | $774 | 12/31/2023 | Lutz Financial Services LLC | 3,616 | $771 | 12/31/2023 | VB | 3,616 | $771 | 12/31/2023 | Maia Wealth LLC | 3,607 | $769 | 12/31/2023 | VB | 3,607 | $769 | 12/31/2023 | Silver Oak Advisory Group Inc. | 3,599 | $768 | 12/31/2023 | VB | 3,599 | $768 | 12/31/2023 | Baystate Wealth Management LLC | 3,567 | $761 | 12/31/2023 | VB | 3,567 | $761 | 12/31/2023 | Trademark Financial Management LLC | 3,561 | $760 | 12/31/2023 | VB | 3,561 | $760 | 12/31/2023 | Etfidea LLC | 3,553 | $758 | 12/31/2023 | VB | 3,553 | $758 | 12/31/2023 | NBT Bank N A NY | 3,313 | $757 | 03/31/2024 | VB | 3,313 | $757 | 03/31/2024 | Kavar Capital Partners Group LLC | 3,548 | $757 | 12/31/2023 | VB | 3,548 | $757 | 12/31/2023 | Advisory Alpha LLC | 3,537 | $755 | 12/31/2023 | VB | 3,537 | $755 | 12/31/2023 | Team Hewins LLC | 3,491 | $745 | 12/31/2023 | VB | 3,491 | $745 | 12/31/2023 | Rathbone Brothers plc | 3,473 | $741 | 12/31/2023 | VB | 3,473 | $741 | 12/31/2023 | Arista Wealth Management LLC | 3,235 | $740 | 03/31/2024 | VB | 3,235 | $740 | 03/31/2024 | Shayne & CO. LLC | 3,470 | $740 | 12/31/2023 | VB | 3,470 | $740 | 12/31/2023 | Rosenblum Silverman Sutton S F Inc. CA | 3,463 | $739 | 12/31/2023 | VB | 3,463 | $739 | 12/31/2023 | Main Street Group LTD | | $739 | 12/31/2023 | VB | 2,968 | $633 | 12/31/2023 | EQUITY FUNDS | 1,020 | $106 | 12/31/2023 | Sapient Capital LLC | 3,222 | $737 | 03/31/2024 | VB | 3,222 | $737 | 03/31/2024 | Strategic Financial Services Inc | 3,452 | $736 | 12/31/2023 | VB | 3,452 | $736 | 12/31/2023 | North Star Investment Management Corp. | 3,442 | $734 | 12/31/2023 | VB | 3,442 | $734 | 12/31/2023 | Kovack Advisors Inc. | 3,201 | $732 | 03/31/2024 | VB | 3,201 | $732 | 03/31/2024 | Boston Financial Mangement LLC | 3,433 | $732 | 12/31/2023 | VB | 3,433 | $732 | 12/31/2023 | Cohen Investment Advisors LLC | 3,200 | $731 | 03/31/2024 | VB | 3,200 | $731 | 03/31/2024 | MJP Associates Inc. ADV | 3,166 | $724 | 03/31/2024 | VB | 3,166 | $724 | 03/31/2024 | Marks Group Wealth Management Inc | 3,396 | $724 | 12/31/2023 | VB | 3,396 | $724 | 12/31/2023 | West Coast Financial LLC | 3,157 | $722 | 03/31/2024 | VB | 3,157 | $722 | 03/31/2024 | Riverview Trust Co | 3,145 | $719 | 03/31/2024 | VB | 3,145 | $719 | 03/31/2024 | DGS Capital Management LLC | 3,127 | $715 | 03/31/2024 | VB | 3,127 | $715 | 03/31/2024 | Perennial Investment Advisors LLC | 3,351 | $715 | 12/31/2023 | VB | 3,351 | $715 | 12/31/2023 | Franklin Parlapiano Turner & Welch LLC | 3,345 | $714 | 12/31/2023 | VB | 3,345 | $714 | 12/31/2023 | Mayflower Financial Advisors LLC | 3,340 | $713 | 12/31/2023 | VB | 3,340 | $713 | 12/31/2023 | Eudaimonia Partners LLC | 3,107 | $710 | 03/31/2024 | VB | 3,107 | $710 | 03/31/2024 | Lowe Brockenbrough & Co. Inc. | 3,322 | $709 | 12/31/2023 | VB | 3,322 | $709 | 12/31/2023 | Biltmore Family Office LLC | 3,317 | $708 | 12/31/2023 | VB | 3,317 | $708 | 12/31/2023 | Hutchens & Kramer Investment Management Group LLC | 3,304 | $705 | 12/31/2023 | VB | 3,304 | $705 | 12/31/2023 | National Bank of Canada FI | 3,318 | $703 | 12/31/2023 | VB | 3,318 | $703 | 12/31/2023 | FC Advisory LLC | 3,070 | $702 | 03/31/2024 | VB | 3,070 | $702 | 03/31/2024 | Winthrop Capital Management LLC | 3,508 | $700 | 12/31/2023 | VB | 3,508 | $700 | 12/31/2023 | Northstar Group Inc. | 3,053 | $698 | 03/31/2024 | VB | 3,053 | $698 | 03/31/2024 | Apexium Financial LP | 3,055 | $698 | 03/31/2024 | VB | 3,055 | $698 | 03/31/2024 | HBW Advisory Services LLC | 3,249 | $693 | 03/31/2024 | VB | 3,249 | $693 | 03/31/2024 | ARK & TLK Investments LLC | 3,249 | $693 | 12/31/2023 | VB | 3,249 | $693 | 12/31/2023 | Guyasuta Investment Advisors Inc. | 3,232 | $690 | 03/31/2024 | VB | 3,232 | $690 | 03/31/2024 | Baron Financial Group LLC | 3,232 | $690 | 12/31/2023 | VB | 3,232 | $690 | 12/31/2023 | YHB Investment Advisors Inc. | 3,012 | $689 | 03/31/2024 | VB | 3,012 | $689 | 03/31/2024 | Keb Asset Management LLC | 3,016 | $689 | 03/31/2024 | VB | 3,016 | $689 | 03/31/2024 | Bordeaux Wealth Advisors LLC | 3,229 | $689 | 12/31/2023 | VB | 3,229 | $689 | 12/31/2023 | Cooper Financial Group | 3,009 | $688 | 03/31/2024 | VB | 3,009 | $688 | 03/31/2024 | Financiere des Professionnels Fonds d investissement inc. | 3,000 | $686 | 03/31/2024 | VB | 3,000 | $686 | 03/31/2024 | Stockman Wealth Management Inc. | 2,988 | $683 | 03/31/2024 | VB | 2,988 | $683 | 03/31/2024 | NorthStar Asset Management LLC NJ | 3,199 | $682 | 12/31/2023 | VB | 3,199 | $682 | 12/31/2023 | SPC Financial Inc. | 3,176 | $678 | 12/31/2023 | VB | 3,176 | $678 | 12/31/2023 | Charter Oak Capital Management LLC | 2,953 | $675 | 03/31/2024 | VB | 2,953 | $675 | 03/31/2024 | Schrum Private Wealth Management LLC | 3,158 | $674 | 12/31/2023 | VB | 3,158 | $674 | 12/31/2023 | Twin Peaks Wealth Advisors LLC | 2,928 | $669 | 03/31/2024 | VB | 2,928 | $669 | 03/31/2024 | Centaurus Financial Inc. | 3,136 | $669 | 12/31/2023 | VB | 3,136 | $669 | 12/31/2023 | Baker Tilly Financial LLC | 3,135 | $669 | 12/31/2023 | VB | 3,135 | $669 | 12/31/2023 | TCTC Holdings LLC | 3,124 | $666 | 12/31/2023 | VB | 3,124 | $666 | 12/31/2023 | Tillman Hartley LLC | 3,118 | $665 | 12/31/2023 | VB | 3,118 | $665 | 12/31/2023 | TAP Consulting LLC | 2,893 | $661 | 03/31/2024 | VB | 2,893 | $661 | 03/31/2024 | InterOcean Capital Group LLC | 3,098 | $661 | 12/31/2023 | VB | 3,098 | $661 | 12/31/2023 | Midland Wealth Advisors LLC | 3,099 | $661 | 12/31/2023 | VB | 3,099 | $661 | 12/31/2023 | Fingerlakes Wealth Management Inc. | 2,872 | $657 | 03/31/2024 | VB | 2,872 | $657 | 03/31/2024 | Catalyst Financial Partners LLC | 3,096 | $654 | 03/31/2024 | VB | 3,096 | $654 | 03/31/2024 | Rede Wealth LLC | 3,060 | $653 | 12/31/2023 | VB | 3,060 | $653 | 12/31/2023 | Bath Savings Trust Co | 2,848 | $651 | 03/31/2024 | VB | 2,848 | $651 | 03/31/2024 | Glassman Wealth Services | 3,051 | $651 | 12/31/2023 | VB | 3,051 | $651 | 12/31/2023 | Venturi Wealth Management LLC | 2,834 | $648 | 03/31/2024 | VB | 2,834 | $648 | 03/31/2024 | Family CFO Inc | 2,824 | $646 | 03/31/2024 | VB | 2,824 | $646 | 03/31/2024 | Wagner Wealth Management LLC | 2,811 | $643 | 03/31/2024 | VB | 2,811 | $643 | 03/31/2024 | ProVise Management Group LLC | 2,995 | $639 | 12/31/2023 | VB | 2,995 | $639 | 12/31/2023 | Operose Advisors LLC | 2,994 | $639 | 12/31/2023 | VB | 2,994 | $639 | 12/31/2023 | Atwater Malick LLC | 2,775 | $634 | 03/31/2024 | VB | 2,775 | $634 | 03/31/2024 | Lyell Wealth Management LP | 2,967 | $633 | 12/31/2023 | VB | 2,967 | $633 | 12/31/2023 | Matrix Private Capital Group LLC | 2,969 | $633 | 12/31/2023 | VB | 2,969 | $633 | 12/31/2023 | Pachira Investments Inc. | 2,746 | $628 | 03/31/2024 | VB | 2,746 | $628 | 03/31/2024 | Chartist Inc. CA | 2,944 | $628 | 12/31/2023 | VB | 2,944 | $628 | 12/31/2023 | ERn Financial LLC | 2,739 | $626 | 03/31/2024 | VB | 2,739 | $626 | 03/31/2024 | Kendall Capital Management | 2,925 | $624 | 12/31/2023 | VB | 2,925 | $624 | 12/31/2023 | BBR Partners LLC | 2,921 | $623 | 12/31/2023 | VB | 2,921 | $623 | 12/31/2023 | Balanced Rock Investment Advisor | 2,901 | $619 | 12/31/2023 | VB | 2,901 | $619 | 12/31/2023 | Becker Capital Management Inc. | 2,896 | $618 | 12/31/2023 | VB | 2,896 | $618 | 12/31/2023 | EWA LLC | 2,941 | $618 | 12/31/2023 | VB | 2,941 | $618 | 12/31/2023 | Stevard LLC | 2,887 | $616 | 12/31/2023 | VB | 2,887 | $616 | 12/31/2023 | Fort Washington Investment Advisors Inc. OH | 2,883 | $615 | 03/31/2024 | VB | 2,883 | $615 | 03/31/2024 | Sigma Investment Counselors Inc. | 2,683 | $613 | 03/31/2024 | VB | 2,683 | $613 | 03/31/2024 | Financial Network Wealth Management LLC | 2,868 | $611 | 12/31/2023 | VB | 2,868 | $611 | 12/31/2023 | Capital City Trust Co. FL | 2,854 | $609 | 12/31/2023 | VB | 2,854 | $609 | 12/31/2023 | Ziegler Capital Management LLC | 2,857 | $609 | 12/31/2023 | VB | 2,857 | $609 | 12/31/2023 | Schneider Downs Wealth Management Advisors LP | 2,850 | $608 | 12/31/2023 | VB | 2,850 | $608 | 12/31/2023 | Websterrogers Financial Advisors LLC | 2,845 | $607 | 12/31/2023 | VB | 2,845 | $607 | 12/31/2023 | MBL Wealth LLC | 2,650 | $606 | 03/31/2024 | VB | 2,650 | $606 | 03/31/2024 | McCollum Christoferson Group LLC | 2,648 | $605 | 03/31/2024 | VB | 2,648 | $605 | 03/31/2024 | Transcendent Capital Group LLC | 2,834 | $605 | 03/31/2024 | VB | 2,834 | $605 | 03/31/2024 | Pettyjohn Wood & White Inc. | 2,834 | $605 | 12/31/2023 | VB | 2,834 | $605 | 12/31/2023 | Csenge Advisory Group | 2,837 | $605 | 12/31/2023 | VB | 2,837 | $605 | 12/31/2023 | Montecito Bank & Trust | 2,636 | $603 | 03/31/2024 | VB | 2,636 | $603 | 03/31/2024 | My Personal CFO LLC | 2,613 | $597 | 03/31/2024 | VB | 2,613 | $597 | 03/31/2024 | Penobscot Wealth Management | 2,799 | $597 | 12/31/2023 | VB | 2,799 | $597 | 12/31/2023 | Montag & Caldwell LLC | 2,776 | $592 | 12/31/2023 | VB | 2,776 | $592 | 12/31/2023 | Avalon Trust Co | 2,767 | $590 | 12/31/2023 | VB | 2,767 | $590 | 12/31/2023 | TFB Advisors LLC | 2,761 | $589 | 12/31/2023 | VB | 2,761 | $589 | 12/31/2023 | Accel Wealth Management | 2,562 | $586 | 03/31/2024 | VB | 2,562 | $586 | 03/31/2024 | Cobblestone Capital Advisors LLC NY | 2,745 | $586 | 12/31/2023 | VB | 2,745 | $586 | 12/31/2023 | HHM Wealth Advisors LLC | 2,730 | $582 | 12/31/2023 | VB | 2,730 | $582 | 12/31/2023 | Northwest Wealth Management LLC | 2,726 | $581 | 12/31/2023 | VB | 2,726 | $581 | 12/31/2023 | Sax Wealth Advisors LLC | 2,720 | $580 | 12/31/2023 | VB | 2,720 | $580 | 12/31/2023 | Horan Securities Inc. | 2,714 | $579 | 12/31/2023 | VB | 2,714 | $579 | 12/31/2023 | Thomasville National Bank | 2,500 | $571 | 03/31/2024 | VB | 2,500 | $571 | 03/31/2024 | SFG Wealth Management LLC. | 2,499 | $571 | 03/31/2024 | VB | 2,499 | $571 | 03/31/2024 | JJJ Advisors Inc. | 2,494 | $570 | 03/31/2024 | VB | 2,494 | $570 | 03/31/2024 | PFW Advisors LLC | 2,494 | $570 | 03/31/2024 | VB | 2,494 | $570 | 03/31/2024 | Outlook Wealth Advisors LLC | 2,488 | $569 | 03/31/2024 | VB | 2,488 | $569 | 03/31/2024 | Aspen Grove Capital LLC | 2,687 | $568 | 12/31/2023 | VB | 2,687 | $568 | 12/31/2023 | Nottingham Advisors Inc. | 2,650 | $565 | 12/31/2023 | VB | 2,650 | $565 | 12/31/2023 | ZRC Wealth Management LLC | 2,468 | $564 | 03/31/2024 | VB | 2,468 | $564 | 03/31/2024 | Richardson Financial Services Inc. | 2,634 | $562 | 12/31/2023 | VB | 2,634 | $562 | 12/31/2023 | Hibernia Wealth Partners LLC | 2,632 | $561 | 12/31/2023 | VB | 2,632 | $561 | 12/31/2023 | Linscomb & Williams Inc. | 2,625 | $560 | 12/31/2023 | VB | 2,625 | $560 | 12/31/2023 | Discipline Wealth Solutions LLC | 2,663 | $560 | 12/31/2023 | VB | 2,663 | $560 | 12/31/2023 | Nikulski Financial Inc. | 2,444 | $559 | 03/31/2024 | VB | 2,444 | $559 | 03/31/2024 | Moser Wealth Advisors LLC | 2,614 | $558 | 12/31/2023 | VB | 2,614 | $558 | 12/31/2023 | Bell Bank | 2,420 | $553 | 03/31/2024 | VB | 2,420 | $553 | 03/31/2024 | Root Financial Partners LLC | 2,419 | $553 | 03/31/2024 | VB | 2,419 | $553 | 03/31/2024 | Riverpoint Wealth Management Holdings LLC | 2,591 | $553 | 12/31/2023 | VB | 2,591 | $553 | 12/31/2023 | Camden Capital LLC | 2,592 | $553 | 12/31/2023 | VB | 2,592 | $553 | 12/31/2023 | GW&K Investment Management LLC | 2,578 | $550 | 12/31/2023 | VB | 2,578 | $550 | 12/31/2023 | Buttonwood Financial Advisors Inc. | 2,397 | $548 | 03/31/2024 | VB | 2,397 | $548 | 03/31/2024 | Transamerica Financial Advisors Inc. | 2,568 | $548 | 12/31/2023 | VB | 2,568 | $548 | 12/31/2023 | Willow Creek Wealth Management Inc. | 2,563 | $547 | 12/31/2023 | VB | 2,563 | $547 | 12/31/2023 | Monticello Wealth Management LLC | 2,385 | $545 | 03/31/2024 | VB | 2,385 | $545 | 03/31/2024 | Coastal Investment Advisors Inc. | 2,376 | $543 | 03/31/2024 | VB | 2,376 | $543 | 03/31/2024 | Francis Financial Inc. | 2,371 | $542 | 03/31/2024 | VB | 2,371 | $542 | 03/31/2024 | MainStreet Investment Advisors LLC | 2,540 | $542 | 12/31/2023 | VB | 2,540 | $542 | 12/31/2023 | Schechter Investment Advisors LLC | 2,534 | $541 | 12/31/2023 | VB | 2,534 | $541 | 12/31/2023 | Washburn Capital Management Inc. | 2,515 | $537 | 12/31/2023 | VB | 2,515 | $537 | 12/31/2023 | True North Advisors LLC | 2,343 | $536 | 03/31/2024 | VB | 2,343 | $536 | 03/31/2024 | Per Stirling Capital Management LLC. | 2,514 | $536 | 12/31/2023 | VB | 2,514 | $536 | 12/31/2023 | Capital Advisors Ltd. LLC | 2,342 | $535 | 03/31/2024 | VB | 2,342 | $535 | 03/31/2024 | Meeder Asset Management Inc. | 2,507 | $535 | 12/31/2023 | VB | 2,507 | $535 | 12/31/2023 | Searle & CO. | 2,500 | $533 | 12/31/2023 | VB | 2,500 | $533 | 12/31/2023 | Griffin Asset Management Inc. | 2,326 | $532 | 03/31/2024 | VB | 2,326 | $532 | 03/31/2024 | Pecaut & CO. | 2,485 | $530 | 12/31/2023 | VB | 2,485 | $530 | 12/31/2023 | Birch Hill Investment Advisors LLC | 2,471 | $527 | 12/31/2023 | VB | 2,471 | $527 | 12/31/2023 | Elk River Wealth Management LLC | 2,295 | $525 | 03/31/2024 | VB | 2,295 | $525 | 03/31/2024 | Chapin Davis Inc. | 2,294 | $524 | 03/31/2024 | VB | 2,294 | $524 | 03/31/2024 | TPG Financial Advisors LLC | 2,484 | $522 | 12/31/2023 | VB | 2,484 | $522 | 12/31/2023 | Intrinsic Value Partners LLC | 2,280 | $521 | 03/31/2024 | VB | 2,280 | $521 | 03/31/2024 | Peregrine Asset Advisers Inc. | 2,444 | $521 | 12/31/2023 | VB | 2,444 | $521 | 12/31/2023 | Armstrong Advisory Group Inc. | 2,436 | $520 | 03/31/2024 | VB | 2,436 | $520 | 03/31/2024 | Keystone Financial Services | 2,419 | $516 | 12/31/2023 | VB | 2,419 | $516 | 12/31/2023 | TrueWealth Advisors LLC | 2,253 | $515 | 03/31/2024 | VB | 2,253 | $515 | 03/31/2024 | Confluence Wealth Services Inc. | 2,250 | $514 | 03/31/2024 | VB | 2,250 | $514 | 03/31/2024 | Intergy Private Wealth LLC | 2,250 | $514 | 03/31/2024 | VB | 2,250 | $514 | 03/31/2024 | Bogart Wealth LLC | 2,241 | $512 | 03/31/2024 | VB | 2,241 | $512 | 03/31/2024 | Inspirion Wealth Advisors LLC | 2,235 | $511 | 03/31/2024 | VB | 2,235 | $511 | 03/31/2024 | Grandfield & Dodd LLC | 2,389 | $510 | 12/31/2023 | VB | 2,389 | $510 | 12/31/2023 | Glaxis Capital Management LLC | 2,391 | $510 | 12/31/2023 | VB | 2,391 | $510 | 12/31/2023 | OLD Second National Bank of Aurora | 2,385 | $509 | 12/31/2023 | VB | 2,385 | $509 | 12/31/2023 | Walter & Keenan Financial Consulting Co. MI ADV | 2,382 | $508 | 12/31/2023 | VB | 2,382 | $508 | 12/31/2023 | Signature Estate & Investment Advisors LLC | 2,379 | $508 | 12/31/2023 | VB | 2,379 | $508 | 12/31/2023 | Financial Advisory Service Inc. | 2,382 | $508 | 12/31/2023 | VB | 2,382 | $508 | 12/31/2023 | Greenwood Capital Associates LLC | 2,370 | $506 | 12/31/2023 | VB | 2,370 | $506 | 12/31/2023 | Valley National Advisers Inc. | 2,212 | $505 | 03/31/2024 | VB | 2,212 | $505 | 03/31/2024 | Beaumont Financial Advisors LLC | 2,365 | $505 | 12/31/2023 | VB | 2,365 | $505 | 12/31/2023 | Geneos Wealth Management Inc. | 2,345 | $500 | 12/31/2023 | VB | 2,345 | $500 | 12/31/2023 | Colonial Trust Co SC | 2,344 | $500 | 12/31/2023 | VB | 2,344 | $500 | 12/31/2023 | Aua Capital Management LLC | 2,182 | $499 | 03/31/2024 | VB | 2,182 | $499 | 03/31/2024 | Litman Gregory Asset Management LLC | 2,337 | $499 | 12/31/2023 | VB | 2,337 | $499 | 12/31/2023 | Allen Capital Group LLC | 2,179 | $498 | 03/31/2024 | VB | 2,179 | $498 | 03/31/2024 | Pinnacle Bank | 2,167 | $495 | 03/31/2024 | VB | 2,167 | $495 | 03/31/2024 | Clarity Capital Advisors LLC | 2,167 | $495 | 03/31/2024 | VB | 2,167 | $495 | 03/31/2024 | Girard Partners LTD. | 2,319 | $495 | 12/31/2023 | VB | 2,319 | $495 | 12/31/2023 | Stonebridge Financial Planning Group LLC | 2,322 | $495 | 12/31/2023 | VB | 2,322 | $495 | 12/31/2023 | Crestone Asset Management LLC | 2,155 | $493 | 03/31/2024 | VB | 2,155 | $493 | 03/31/2024 | Plancorp LLC | 2,294 | $489 | 12/31/2023 | VB | 2,294 | $489 | 12/31/2023 | Advisory Resource Group | 2,283 | $487 | 12/31/2023 | VB | 2,283 | $487 | 12/31/2023 | Mattern Capital Management LLC | 2,283 | $487 | 12/31/2023 | VB | 2,283 | $487 | 12/31/2023 | International Assets Investment Management LLC | 2,146 | $486 | 03/31/2024 | VB | 2,146 | $486 | 03/31/2024 | First Interstate Bank | 2,275 | $485 | 12/31/2023 | VB | 2,275 | $485 | 12/31/2023 | Obermeyer Wood Investment Counsel Lllp | 2,266 | $483 | 12/31/2023 | VB | 2,266 | $483 | 12/31/2023 | Armbruster Capital Management Inc. | 2,266 | $483 | 12/31/2023 | VB | 2,266 | $483 | 12/31/2023 | Texas Capital Bank Wealth Management Services Inc. | 2,265 | $483 | 12/31/2023 | VB | 2,265 | $483 | 12/31/2023 | Belpointe Asset Management LLC | 2,257 | $482 | 12/31/2023 | VB | 2,257 | $482 | 12/31/2023 | Sugarloaf Wealth Management LLC | 2,106 | $481 | 03/31/2024 | VB | 2,106 | $481 | 03/31/2024 | Bedel Financial Consulting Inc. | 2,253 | $481 | 12/31/2023 | VB | 2,253 | $481 | 12/31/2023 | CVA Family Office LLC | 2,087 | $477 | 03/31/2024 | VB | 2,087 | $477 | 03/31/2024 | Fundamentun LLC | 2,081 | $476 | 03/31/2024 | VB | 2,081 | $476 | 03/31/2024 | Means Investment CO. Inc. | 2,078 | $475 | 03/31/2024 | VB | 2,078 | $475 | 03/31/2024 | Olistico Wealth LLC | 2,074 | $474 | 03/31/2024 | VB | 2,074 | $474 | 03/31/2024 | Appleton Partners Inc. MA | 2,066 | $472 | 03/31/2024 | VB | 2,066 | $472 | 03/31/2024 | Merriman Wealth Management LLC | 2,209 | $471 | 12/31/2023 | VB | 2,209 | $471 | 12/31/2023 | Patron Partners Advisors LLC | 2,197 | $469 | 12/31/2023 | VB | 2,197 | $469 | 12/31/2023 | Philadelphia Trust Co. | 2,188 | $467 | 12/31/2023 | VB | 2,188 | $467 | 12/31/2023 | Fortitude Advisory Group L.L.C. | 2,182 | $465 | 12/31/2023 | VB | 2,182 | $465 | 12/31/2023 | Lpwm LLC | 2,100 | $463 | 03/31/2024 | VB | 2,100 | $463 | 03/31/2024 | King Luther Capital Management Corp | 2,138 | $456 | 12/31/2023 | VB | 2,138 | $456 | 12/31/2023 | Norris Perne & French LLP MI | 1,990 | $455 | 03/31/2024 | VB | 1,990 | $455 | 03/31/2024 | OLD National Bancorp IN | 1,987 | $454 | 03/31/2024 | VB | 1,987 | $454 | 03/31/2024 | Granite Harbor Advisors Inc. | 2,110 | $450 | 12/31/2023 | VB | 2,110 | $450 | 12/31/2023 | Cannell Peter B & Co. Inc. | 2,101 | $448 | 12/31/2023 | VB | 2,101 | $448 | 12/31/2023 | Wolverine Trading LLC | | $448 | 12/31/2023 | Call | 3,700 | $789 | 12/31/2023 | Put | 1,600 | $341 | 12/31/2023 | Forum Private Client Group LLC | 2,102 | $448 | 12/31/2023 | VB | 2,102 | $448 | 12/31/2023 | Guardian Wealth Advisors LLC NC | 2,094 | $447 | 12/31/2023 | VB | 2,094 | $447 | 12/31/2023 | Aprio Wealth Management LLC | 1,952 | $446 | 03/31/2024 | VB | 1,952 | $446 | 03/31/2024 | NTV Asset Management LLC | 2,075 | $443 | 12/31/2023 | VB | 2,075 | $443 | 12/31/2023 | Advance Capital Management Inc. | 1,933 | $442 | 03/31/2024 | VB | 1,933 | $442 | 03/31/2024 | First County Bank CT | 2,072 | $442 | 12/31/2023 | VB | 2,072 | $442 | 12/31/2023 | Meridian Management Co. | 2,058 | $441 | 12/31/2023 | VB | 2,058 | $441 | 12/31/2023 | Nicolet Bankshares Inc. | 2,069 | $441 | 12/31/2023 | VB | 2,069 | $441 | 12/31/2023 | DecisionPoint Financial LLC | 2,067 | $441 | 12/31/2023 | VB | 2,067 | $441 | 12/31/2023 | WealthCare Investment Partners LLC | 1,927 | $440 | 03/31/2024 | VB | 1,927 | $440 | 03/31/2024 | Wealth Dimensions Group Ltd. | 2,049 | $437 | 12/31/2023 | VB | 2,049 | $437 | 12/31/2023 | Avenue 1 Advisors LLC | 1,905 | $436 | 03/31/2024 | VB | 1,905 | $436 | 03/31/2024 | Chemistry Wealth Management LLC | 1,909 | $436 | 03/31/2024 | VB | 1,909 | $436 | 03/31/2024 | Vision Capital Management Inc. | 2,041 | $435 | 12/31/2023 | VB | 2,041 | $435 | 12/31/2023 | Paradigm Financial Partners LLC | 2,034 | $434 | 12/31/2023 | VB | 2,034 | $434 | 12/31/2023 | Certus Wealth Management LLC | 2,035 | $434 | 12/31/2023 | VB | 2,035 | $434 | 12/31/2023 | OLIO Financial Planning | 2,004 | $432 | 03/31/2024 | VB | 2,004 | $432 | 03/31/2024 | Youngs Advisory Group Inc. | 2,025 | $432 | 12/31/2023 | VB | 2,025 | $432 | 12/31/2023 | Selective Wealth Management Inc. | 1,954 | $431 | 03/31/2024 | VB | 1,954 | $431 | 03/31/2024 | Smith Salley & Associates | 2,022 | $431 | 12/31/2023 | VB | 2,022 | $431 | 12/31/2023 | Silvercrest Asset Management Group LLC | 2,016 | $430 | 12/31/2023 | VB | 2,016 | $430 | 12/31/2023 | Mascoma Wealth Management LLC | 2,002 | $427 | 12/31/2023 | VB | 2,002 | $427 | 12/31/2023 | Options Solutions LLC | 2,000 | $427 | 12/31/2023 | VB | 2,000 | $427 | 12/31/2023 | Lodestone Wealth Management LLC | 2,001 | $427 | 12/31/2023 | VB | 2,001 | $427 | 12/31/2023 | Novak & Powell Financial Services Inc. | 2,009 | $427 | 12/31/2023 | VB | 2,009 | $427 | 12/31/2023 | Charter Trust Co. | 1,864 | $426 | 03/31/2024 | VB | 1,864 | $426 | 03/31/2024 | Willis Johnson & Associates Inc. | 1,843 | $421 | 03/31/2024 | VB | 1,843 | $421 | 03/31/2024 | Adamsbrown Wealth Consultants LLC | 1,970 | $420 | 12/31/2023 | VB | 1,970 | $420 | 12/31/2023 | Insight Advisors LLC PA | 1,964 | $419 | 12/31/2023 | VB | 1,964 | $419 | 12/31/2023 | Spinnaker Trust | 1,956 | $417 | 12/31/2023 | VB | 1,956 | $417 | 12/31/2023 | Good Life Advisors LLC | 1,955 | $417 | 12/31/2023 | VB | 1,955 | $417 | 12/31/2023 | Pacific Sage Partners LLC | 1,815 | $415 | 03/31/2024 | VB | 1,815 | $415 | 03/31/2024 | First National Bank of Mount Dora Trust Investment Services | 1,808 | $413 | 03/31/2024 | VB | 1,808 | $413 | 03/31/2024 | LifeGuide Financial Advisors LLC | 1,806 | $413 | 03/31/2024 | VB | 1,806 | $413 | 03/31/2024 | Kaizen Financial Strategies | 1,937 | $413 | 12/31/2023 | VB | 1,937 | $413 | 12/31/2023 | GEM Asset Management LLC | 1,938 | $413 | 12/31/2023 | VB | 1,938 | $413 | 12/31/2023 | Melone Private Wealth LLC | 1,933 | $412 | 12/31/2023 | VB | 1,933 | $412 | 12/31/2023 | Fairview Capital Investment Management LLC | 1,921 | $410 | 12/31/2023 | VB | 1,921 | $410 | 12/31/2023 | Missouri Trust & Investment Co | 1,923 | $410 | 12/31/2023 | VB | 1,923 | $410 | 12/31/2023 | Verdence Capital Advisors LLC | 1,787 | $408 | 03/31/2024 | VB | 1,787 | $408 | 03/31/2024 | LexAurum Advisors LLC | 1,777 | $406 | 03/31/2024 | VB | 1,777 | $406 | 03/31/2024 | Cypress Capital Group | 1,894 | $404 | 12/31/2023 | VB | 1,894 | $404 | 12/31/2023 | Legacy Private Trust Co. | 1,760 | $402 | 03/31/2024 | VB | 1,760 | $402 | 03/31/2024 | Schonfeld Strategic Advisors LLC | 1,886 | $402 | 12/31/2023 | VB | 1,886 | $402 | 12/31/2023 | AllSquare Wealth Management LLC | 1,880 | $401 | 12/31/2023 | VB | 1,880 | $401 | 12/31/2023 | Cassaday & Co Wealth Management LLC | 1,879 | $401 | 12/31/2023 | VB | 1,879 | $401 | 12/31/2023 | Unionview LLC | 1,870 | $399 | 12/31/2023 | VB | 1,870 | $399 | 12/31/2023 | Delta Financial Group Inc. | 1,870 | $399 | 12/31/2023 | VB | 1,870 | $399 | 12/31/2023 | Thompson Davis & CO. Inc. | 1,867 | $398 | 12/31/2023 | VB | 1,867 | $398 | 12/31/2023 | Pallas Capital Advisors LLC | 1,737 | $397 | 03/31/2024 | VB | 1,737 | $397 | 03/31/2024 | Milestone Investment Advisors LLC | 1,841 | $393 | 12/31/2023 | VB | 1,841 | $393 | 12/31/2023 | LJI Wealth Management LLC | 1,838 | $392 | 12/31/2023 | VB | 1,838 | $392 | 12/31/2023 | Vise Technologies Inc. | 1,834 | $391 | 12/31/2023 | VB | 1,834 | $391 | 12/31/2023 | Arthur M. Cohen & Associates LLC | 1,705 | $390 | 03/31/2024 | VB | 1,705 | $390 | 03/31/2024 | Carret Asset Management LLC | 1,695 | $387 | 03/31/2024 | VB | 1,695 | $387 | 03/31/2024 | Relyea Zuckerberg Hanson LLC | 1,694 | $387 | 03/31/2024 | VB | 1,694 | $387 | 03/31/2024 | Total Clarity Wealth Management Inc. | 1,688 | $386 | 03/31/2024 | VB | 1,688 | $386 | 03/31/2024 | Nova R Wealth Inc. | 1,683 | $385 | 03/31/2024 | VB | 1,683 | $385 | 03/31/2024 | Meridian Investment Counsel Inc. | 1,804 | $385 | 12/31/2023 | VB | 1,804 | $385 | 12/31/2023 | Savvy Advisors Inc. | 1,803 | $385 | 12/31/2023 | VB | 1,803 | $385 | 12/31/2023 | Bouchey Financial Group Ltd | 1,679 | $384 | 03/31/2024 | VB | 1,679 | $384 | 03/31/2024 | J. W. Coons Advisors LLC | 1,800 | $384 | 12/31/2023 | VB | 1,800 | $384 | 12/31/2023 | Angeles Wealth Management LLC | 1,798 | $384 | 12/31/2023 | VB | 1,798 | $384 | 12/31/2023 | Weitzel Financial Services Inc. | 1,672 | $379 | 03/31/2024 | VB | 1,672 | $379 | 03/31/2024 | Integrity Wealth Solutions LLC | 1,658 | $379 | 03/31/2024 | VB | 1,658 | $379 | 03/31/2024 | Partnership Wealth Management LLC | 1,660 | $379 | 03/31/2024 | VB | 1,660 | $379 | 03/31/2024 | DB Wealth Management Group LLC | 1,771 | $378 | 12/31/2023 | VB | 1,771 | $378 | 12/31/2023 | Cedar Point Capital Partners LLC | 1,769 | $377 | 12/31/2023 | VB | 1,769 | $377 | 12/31/2023 | Lakeview Capital Partners LLC | 1,761 | $376 | 12/31/2023 | VB | 1,761 | $376 | 12/31/2023 | Tolleson Wealth Management Inc. | 1,761 | $376 | 12/31/2023 | VB | 1,761 | $376 | 12/31/2023 | Paragon Capital Management LLC | 1,757 | $375 | 12/31/2023 | VB | 1,757 | $375 | 12/31/2023 | Altiora Financial Group LLC | 1,631 | $373 | 03/31/2024 | VB | 1,631 | $373 | 03/31/2024 | FF Advisors LLC | 1,633 | $373 | 03/31/2024 | VB | 1,633 | $373 | 03/31/2024 | TrinityPoint Wealth LLC | 1,739 | $371 | 12/31/2023 | VB | 1,739 | $371 | 12/31/2023 | Evergreen Wealth Management LLC | 1,739 | $371 | 12/31/2023 | VB | 1,739 | $371 | 12/31/2023 | JustInvest LLC | 1,734 | $370 | 12/31/2023 | VB | 1,734 | $370 | 12/31/2023 | Trilogy Capital Inc. | 1,613 | $369 | 03/31/2024 | VB | 1,613 | $369 | 03/31/2024 | Front Row Advisors LLC | 1,723 | $368 | 12/31/2023 | VB | 1,723 | $368 | 12/31/2023 | Autumn Glory Partners LLC | 1,785 | $367 | 12/31/2023 | VB | 1,785 | $367 | 12/31/2023 | Pictet North America Advisors SA | 1,715 | $366 | 12/31/2023 | VB | 1,715 | $366 | 12/31/2023 | IFG Advisory LLC | 1,716 | $366 | 12/31/2023 | VB | 1,716 | $366 | 12/31/2023 | River Street Advisors LLC | 1,580 | $361 | 03/31/2024 | VB | 1,580 | $361 | 03/31/2024 | Camden National Bank | 1,687 | $360 | 12/31/2023 | VB | 1,687 | $360 | 12/31/2023 | Monograph Wealth Advisors LLC | 1,686 | $360 | 12/31/2023 | VB | 1,686 | $360 | 12/31/2023 | Austin Private Wealth LLC | 1,602 | $359 | 03/31/2024 | VB | 1,602 | $359 | 03/31/2024 | Legacy Financial Advisors Inc. | 1,685 | $359 | 12/31/2023 | VB | 1,685 | $359 | 12/31/2023 | Sara Bay Financial | 1,578 | $358 | 03/31/2024 | VB | 1,578 | $358 | 03/31/2024 | Fortis Capital Management LLC | 1,679 | $358 | 12/31/2023 | VB | 1,679 | $358 | 12/31/2023 | Dempze Nancy E | | $353 | 12/31/2023 | Equity Mutual Fu | 3,418 | $353 | 12/31/2023 | Gerber Kawasaki Wealth & Investment Management | 1,650 | $352 | 12/31/2023 | VB | 1,650 | $352 | 12/31/2023 | Windward Private Wealth Management Inc. | 1,648 | $352 | 12/31/2023 | VB | 1,648 | $352 | 12/31/2023 | Howland Capital Management LLC | 1,647 | $351 | 12/31/2023 | VB | 1,647 | $351 | 12/31/2023 | TD Waterhouse Canada Inc. | 1,663 | $351 | 12/31/2023 | VB | 1,663 | $351 | 12/31/2023 | Transform Wealth LLC | 1,532 | $350 | 03/31/2024 | VB | 1,532 | $350 | 03/31/2024 | Cutler Group LP | | $349 | 03/31/2024 | VB | 1,500 | $342 | 03/31/2024 | Call | 600 | $7 | 03/31/2024 | Summit Wealth & Retirement Planning Inc. | 1,638 | $349 | 12/31/2023 | VB | 1,638 | $349 | 12/31/2023 | Middleton & Co Inc MA | 1,630 | $348 | 12/31/2023 | VB | 1,630 | $348 | 12/31/2023 | Oak Harvest Investment Services | 1,516 | $347 | 03/31/2024 | VB | 1,516 | $347 | 03/31/2024 | Atlantic Trust LLC | 1,622 | $346 | 12/31/2023 | VB | 1,622 | $346 | 12/31/2023 | Tocqueville Asset Management L.P. | 1,618 | $345 | 12/31/2023 | VB | 1,618 | $345 | 12/31/2023 | Shepherd Financial Partners LLC | 1,504 | $344 | 03/31/2024 | VB | 1,504 | $344 | 03/31/2024 | Tower View Investment Management & Research LLC | 1,615 | $344 | 12/31/2023 | VB | 1,615 | $344 | 12/31/2023 | Retirement Guys Formula LLC | 1,501 | $343 | 03/31/2024 | VB | 1,501 | $343 | 03/31/2024 | Schmidt P J Investment Management Inc. | 1,498 | $342 | 03/31/2024 | VB | 1,498 | $342 | 03/31/2024 | Coastwise Capital Group LLC | 1,602 | $342 | 12/31/2023 | VB | 1,602 | $342 | 12/31/2023 | Elevatus Welath Management | 1,595 | $340 | 12/31/2023 | VB | 1,595 | $340 | 12/31/2023 | WealthTrust Axiom LLC | 1,590 | $339 | 12/31/2023 | VB | 1,590 | $339 | 12/31/2023 | Argus Investors Counsel Inc. | 1,480 | $338 | 03/31/2024 | VB | 1,480 | $338 | 03/31/2024 | Journey Strategic Wealth LLC | 1,585 | $338 | 12/31/2023 | VB | 1,585 | $338 | 12/31/2023 | Keener Financial Planning LLC | 1,580 | $337 | 12/31/2023 | VB | 1,580 | $337 | 12/31/2023 | Horst & Graben Wealth Management LLC | 1,466 | $335 | 03/31/2024 | VB | 1,466 | $335 | 03/31/2024 | Schwab Charitable Fund | 1,571 | $335 | 12/31/2023 | VB | 1,571 | $335 | 12/31/2023 | Alliance Wealth Advisors LLC | 1,462 | $334 | 03/31/2024 | VB | 1,462 | $334 | 03/31/2024 | Papp L Roy & Associates | 1,455 | $333 | 03/31/2024 | VB | 1,455 | $333 | 03/31/2024 | EagleClaw Capital Managment LLC | 1,550 | $331 | 12/31/2023 | VB | 1,550 | $331 | 12/31/2023 | Congress Asset Management Co. MA | 1,443 | $330 | 03/31/2024 | VB | 1,443 | $330 | 03/31/2024 | HBK Sorce Advisory LLC | 1,546 | $330 | 12/31/2023 | VB | 1,546 | $330 | 12/31/2023 | Kwmg LLC | 1,435 | $328 | 03/31/2024 | VB | 1,435 | $328 | 03/31/2024 | Anderson Fisher LLC | 1,431 | $327 | 03/31/2024 | VB | 1,431 | $327 | 03/31/2024 | Day & Ennis LLC | 1,530 | $326 | 12/31/2023 | VB | 1,530 | $326 | 12/31/2023 | Resource Consulting Group Inc. | 1,525 | $325 | 12/31/2023 | VB | 1,525 | $325 | 12/31/2023 | Alta Wealth Advisors LLC | 1,522 | $325 | 12/31/2023 | VB | 1,522 | $325 | 12/31/2023 | Flower City Capital | 1,416 | $324 | 03/31/2024 | VB | 1,416 | $324 | 03/31/2024 | Cornerstone Advisory LLC | 1,515 | $323 | 12/31/2023 | VB | 1,515 | $323 | 12/31/2023 | DF Dent & Co. Inc. | 1,510 | $322 | 12/31/2023 | VB | 1,510 | $322 | 12/31/2023 | WealthShield Partners LLC | 1,511 | $322 | 12/31/2023 | VB | 1,511 | $322 | 12/31/2023 | Platform Technology Partners | 1,475 | $319 | 12/31/2023 | VB | 1,475 | $319 | 12/31/2023 | Shepherd Kaplan Krochuk LLC | 1,493 | $318 | 12/31/2023 | VB | 1,493 | $318 | 12/31/2023 | Heritage Investment Group Inc. | 1,484 | $317 | 12/31/2023 | VB | 1,484 | $317 | 12/31/2023 | JGP Wealth Management LLC | 1,382 | $316 | 03/31/2024 | VB | 1,382 | $316 | 03/31/2024 | Beacon Investment Advisory Services Inc. | 1,483 | $316 | 12/31/2023 | VB | 1,483 | $316 | 12/31/2023 | Lion Street Advisors LLC | 1,477 | $315 | 03/31/2024 | VB | 1,477 | $315 | 03/31/2024 | Balboa Wealth Partners | 1,462 | $312 | 12/31/2023 | VB | 1,462 | $312 | 12/31/2023 | Arete Wealth Advisors LLC | 1,459 | $311 | 12/31/2023 | VB | 1,459 | $311 | 12/31/2023 | Waterfront Wealth Inc. | 1,456 | $311 | 12/31/2023 | VB | 1,456 | $311 | 12/31/2023 | Total Wealth Planning LLC | 1,355 | $310 | 03/31/2024 | VB | 1,355 | $310 | 03/31/2024 | Abacus Wealth Partners LLC | 1,356 | $310 | 03/31/2024 | VB | 1,356 | $310 | 03/31/2024 | Callan Capital LLC | 1,452 | $310 | 12/31/2023 | VB | 1,452 | $310 | 12/31/2023 | Valley Financial Group Inc. | 1,447 | $309 | 12/31/2023 | VB | 1,447 | $309 | 12/31/2023 | Farmers Trust Co. | 1,349 | $308 | 03/31/2024 | VB | 1,349 | $308 | 03/31/2024 | Detalus Advisors LLC | 1,346 | $308 | 03/31/2024 | VB | 1,346 | $308 | 03/31/2024 | Opal Wealth Advisors LLC | 1,345 | $308 | 03/31/2024 | VB | 1,345 | $308 | 03/31/2024 | Tactive Advisors LLC | 1,436 | $306 | 12/31/2023 | VB | 1,436 | $306 | 12/31/2023 | Veriti Management LLC | 1,335 | $305 | 03/31/2024 | VB | 1,335 | $305 | 03/31/2024 | Hancock Whitney Corp | 1,429 | $305 | 12/31/2023 | VB | 1,429 | $305 | 12/31/2023 | Pennsylvania Capital Management Inc. ADV | 1,430 | $305 | 12/31/2023 | VB | 1,430 | $305 | 12/31/2023 | KWB Wealth | 1,329 | $304 | 03/31/2024 | VB | 1,329 | $304 | 03/31/2024 | Fernwood Investment Management LLC | 1,426 | $304 | 12/31/2023 | VB | 1,426 | $304 | 12/31/2023 | Archer Investment Corp | 1,427 | $304 | 12/31/2023 | VB | 1,427 | $304 | 12/31/2023 | Madison Wealth Partners Inc | 1,422 | $303 | 12/31/2023 | VB | 1,422 | $303 | 12/31/2023 | Herold Advisors Inc. | 1,415 | $302 | 12/31/2023 | VB | 1,415 | $302 | 12/31/2023 | ZWJ Investment Counsel Inc. | 1,317 | $301 | 03/31/2024 | VB | 1,317 | $301 | 03/31/2024 | Bridgeworth LLC | 1,410 | $301 | 12/31/2023 | VB | 1,410 | $301 | 12/31/2023 | WMG Financial Advisors LLC | 1,406 | $300 | 12/31/2023 | VB | 1,406 | $300 | 12/31/2023 | HM Payson & Co. | 1,391 | $297 | 12/31/2023 | VB | 1,391 | $297 | 12/31/2023 | WNY Asset Management LLC | 1,387 | $296 | 12/31/2023 | VB | 1,387 | $296 | 12/31/2023 | Indiana Trust & Investment Management CO | 1,292 | $295 | 03/31/2024 | VB | 1,292 | $295 | 03/31/2024 | Warren Street Wealth Advisors LLC | 1,381 | $295 | 12/31/2023 | VB | 1,381 | $295 | 12/31/2023 | Quantinno Capital Management LP | 1,381 | $295 | 12/31/2023 | VB | 1,381 | $295 | 12/31/2023 | TCG Advisory Services LLC | 1,382 | $295 | 12/31/2023 | VB | 1,382 | $295 | 12/31/2023 | Clifford Group LLC | 1,374 | $293 | 12/31/2023 | VB | 1,374 | $293 | 12/31/2023 | Chevy Chase Trust Holdings Inc. | 1,360 | $290 | 12/31/2023 | VB | 1,360 | $290 | 12/31/2023 | Elmwood Wealth Management Inc. | 1,358 | $290 | 12/31/2023 | VB | 1,358 | $290 | 12/31/2023 | L.M. Kohn & Company | 1,264 | $289 | 03/31/2024 | VB | 1,264 | $289 | 03/31/2024 | McCarthy Asset Management Inc. | 1,355 | $289 | 12/31/2023 | VB | 1,355 | $289 | 12/31/2023 | Green Harvest Asset Management LLC | 1,354 | $289 | 12/31/2023 | VB | 1,354 | $289 | 12/31/2023 | Honkamp Krueger Financial Services Inc. | 1,348 | $288 | 12/31/2023 | VB | 1,348 | $288 | 12/31/2023 | Clark Estates Inc. NY | 1,350 | $288 | 12/31/2023 | VB | 1,350 | $288 | 12/31/2023 | Financial Life Advisors | 1,254 | $287 | 03/31/2024 | VB | 1,254 | $287 | 03/31/2024 | Continental Investors Services Inc. | 1,346 | $287 | 12/31/2023 | VB | 1,346 | $287 | 12/31/2023 | GHP Investment Advisors Inc. | 1,253 | $286 | 03/31/2024 | VB | 1,253 | $286 | 03/31/2024 | CGC Financial Services LLC | 1,247 | $285 | 03/31/2024 | VB | 1,247 | $285 | 03/31/2024 | First Financial Bankshares Inc | 1,338 | $285 | 12/31/2023 | VB | 1,338 | $285 | 12/31/2023 | Key Financial Inc | 1,336 | $285 | 12/31/2023 | VB | 1,336 | $285 | 12/31/2023 | Pine Harbor Wealth Management LLC | 1,337 | $285 | 12/31/2023 | VB | 1,337 | $285 | 12/31/2023 | MBA Advisors LLC | 1,244 | $284 | 03/31/2024 | VB | 1,244 | $284 | 03/31/2024 | DDD Partners LLC | 1,332 | $284 | 12/31/2023 | VB | 1,332 | $284 | 12/31/2023 | SJS Investment Consulting Inc. | 1,239 | $283 | 03/31/2024 | VB | 1,239 | $283 | 03/31/2024 | RVW Wealth LLC | 1,223 | $280 | 03/31/2024 | VB | 1,223 | $280 | 03/31/2024 | Invst LLC | 1,341 | $280 | 12/31/2023 | VB | 1,341 | $280 | 12/31/2023 | Live Oak Private Wealth LLC | 1,222 | $279 | 03/31/2024 | VB | 1,222 | $279 | 03/31/2024 | Fisher Asset Management LLC | 1,307 | $279 | 12/31/2023 | VB | 1,307 | $279 | 12/31/2023 | STA Wealth Management LLC | 1,308 | $279 | 12/31/2023 | VB | 1,308 | $279 | 12/31/2023 | Resonant Capital Advisors LLC | 1,302 | $278 | 12/31/2023 | VB | 1,302 | $278 | 12/31/2023 | Oakworth Capital Inc. | 1,213 | $277 | 03/31/2024 | VB | 1,213 | $277 | 03/31/2024 | Wills Financial Group Inc. | 1,296 | $276 | 12/31/2023 | VB | 1,296 | $276 | 12/31/2023 | BCGM Wealth Management LLC | 1,294 | $276 | 12/31/2023 | VB | 1,294 | $276 | 12/31/2023 | Hill Investment Group Partners LLC | 1,293 | $276 | 12/31/2023 | VB | 1,293 | $276 | 12/31/2023 | Busey Wealth Management | 1,205 | $275 | 03/31/2024 | VB | 1,205 | $275 | 03/31/2024 | Lincoln Capital LLC | 1,202 | $275 | 03/31/2024 | VB | 1,202 | $275 | 03/31/2024 | Richard P Slaughter Associates Inc | 1,202 | $275 | 03/31/2024 | VB | 1,202 | $275 | 03/31/2024 | SilverOak Wealth Management LLC | 1,287 | $275 | 12/31/2023 | VB | 1,287 | $275 | 12/31/2023 | RDA Financial Network | 1,196 | $273 | 03/31/2024 | VB | 1,196 | $273 | 03/31/2024 | New Century Financial Group LLC | 1,196 | $273 | 03/31/2024 | VB | 1,196 | $273 | 03/31/2024 | Moody National Bank Trust Division | 1,186 | $271 | 03/31/2024 | VB | 1,186 | $271 | 03/31/2024 | Traction Financial Partners LLC | 1,270 | $271 | 12/31/2023 | VB | 1,270 | $271 | 12/31/2023 | 4Thought Financial Group Inc. | 1,179 | $270 | 03/31/2024 | VB | 1,179 | $270 | 03/31/2024 | Capital Investment Advisory Services LLC | 1,166 | $267 | 03/31/2024 | VB | 1,166 | $267 | 03/31/2024 | DHJJ Financial Advisors Ltd. | 1,168 | $267 | 03/31/2024 | VB | 1,168 | $267 | 03/31/2024 | Capital Advisors Wealth Management LLC | 1,160 | $265 | 03/31/2024 | VB | 1,160 | $265 | 03/31/2024 | Derbend Asset Management | 1,238 | $264 | 12/31/2023 | VB | 1,238 | $264 | 12/31/2023 | Brown Miller Wealth Management LLC | 1,154 | $263 | 03/31/2024 | VB | 1,154 | $263 | 03/31/2024 | RMB Capital Management LLC | 1,232 | $263 | 12/31/2023 | VB | 1,232 | $263 | 12/31/2023 | Forum Financial Management LP | 1,229 | $262 | 12/31/2023 | VB | 1,229 | $262 | 12/31/2023 | Aspect Partners LLC | 1,226 | $262 | 12/31/2023 | VB | 1,226 | $262 | 12/31/2023 | Perkins Coie Trust Co | 1,140 | $261 | 03/31/2024 | VB | 1,140 | $261 | 03/31/2024 | Sunpointe LLC | 1,142 | $261 | 03/31/2024 | VB | 1,142 | $261 | 03/31/2024 | GSB Wealth Management LLC | 1,226 | $261 | 12/31/2023 | VB | 1,226 | $261 | 12/31/2023 | Courage Miller Partners LLC | 1,133 | $259 | 03/31/2024 | VB | 1,133 | $259 | 03/31/2024 | Capital Wealth Management LLC | 1,135 | $259 | 03/31/2024 | VB | 1,135 | $259 | 03/31/2024 | Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 1,205 | $257 | 03/31/2024 | VB | 1,205 | $257 | 03/31/2024 | 180 Wealth Advisors LLC | 1,125 | $257 | 03/31/2024 | VB | 1,125 | $257 | 03/31/2024 | Nixon Peabody Trust Co. | 1,207 | $257 | 12/31/2023 | VB | 1,207 | $257 | 12/31/2023 | M3 Advisory Group LLC | 1,206 | $257 | 12/31/2023 | VB | 1,206 | $257 | 12/31/2023 | Howe & Rusling Inc. | 1,202 | $256 | 12/31/2023 | VB | 1,202 | $256 | 12/31/2023 | Shakespeare Wealth Management Inc. | 1,199 | $256 | 12/31/2023 | VB | 1,199 | $256 | 12/31/2023 | Pegasus Partners Ltd. | 1,115 | $255 | 03/31/2024 | VB | 1,115 | $255 | 03/31/2024 | Carlton Hofferkamp & Jenks Wealth Management LLC | 1,177 | $254 | 03/31/2024 | VB | 1,177 | $254 | 03/31/2024 | Aletheian Wealth Advisors LLC | 1,112 | $254 | 03/31/2024 | VB | 1,112 | $254 | 03/31/2024 | Hsbc Holdings PLC | 1,189 | $254 | 12/31/2023 | VB | 1,189 | $254 | 12/31/2023 | Blueprint Investment Partners LLC | 1,192 | $254 | 12/31/2023 | VB | 1,192 | $254 | 12/31/2023 | BKM Wealth Management LLC | 1,105 | $253 | 03/31/2024 | VB | 1,105 | $253 | 03/31/2024 | Oarsman Capital Inc. | 1,185 | $253 | 12/31/2023 | VB | 1,185 | $253 | 12/31/2023 | Alpha Financial Advisors LLC | 1,184 | $253 | 12/31/2023 | VB | 1,184 | $253 | 12/31/2023 | Stonebrook Private Inc. | 1,187 | $253 | 12/31/2023 | VB | 1,187 | $253 | 12/31/2023 | Beck Mack & Oliver LLC | 1,170 | $250 | 12/31/2023 | VB | 1,170 | $250 | 12/31/2023 | Harris Associates L P | 1,174 | $250 | 12/31/2023 | VB | 1,174 | $250 | 12/31/2023 | Copperleaf Capital LLC | 1,171 | $250 | 12/31/2023 | VB | 1,171 | $250 | 12/31/2023 | Davis Investment Partners LLC | 1,128 | $249 | 03/31/2024 | VB | 1,128 | $249 | 03/31/2024 | Aull & Monroe Investment Management Corp | 1,168 | $249 | 12/31/2023 | VB | 1,168 | $249 | 12/31/2023 | R. W. Roge & Company Inc. | 1,170 | $249 | 12/31/2023 | VB | 1,170 | $249 | 12/31/2023 | Millington Financial Advisors LLC | 1,169 | $249 | 12/31/2023 | VB | 1,169 | $249 | 12/31/2023 | Impact Partnership Wealth LLC | 1,169 | $249 | 12/31/2023 | VB | 1,169 | $249 | 12/31/2023 | Foster Group Inc. | 1,082 | $247 | 03/31/2024 | VB | 1,082 | $247 | 03/31/2024 | Stonegate Investment Group LLC | 1,080 | $247 | 03/31/2024 | VB | 1,080 | $247 | 03/31/2024 | Sentry LLC | 1,080 | $247 | 03/31/2024 | VB | 1,080 | $247 | 03/31/2024 | Callan Family Office LLC | 1,159 | $247 | 12/31/2023 | VB | 1,159 | $247 | 12/31/2023 | Austin Wealth Management LLC | 1,141 | $247 | 12/31/2023 | VB | 1,141 | $247 | 12/31/2023 | Matrix Asset Advisors Inc. NY | 1,078 | $246 | 03/31/2024 | VB | 1,078 | $246 | 03/31/2024 | Beacon Capital Management LLC | 1,153 | $246 | 12/31/2023 | VB | 1,153 | $246 | 12/31/2023 | Bensler LLC | 1,152 | $246 | 12/31/2023 | VB | 1,152 | $246 | 12/31/2023 | Silvia Mccoll Wealth Management LLC | 1,110 | $245 | 03/31/2024 | VB | 1,110 | $245 | 03/31/2024 | Lake Street Financial LLC | 1,065 | $244 | 03/31/2024 | VB | 1,065 | $244 | 03/31/2024 | Shared Vision Wealth Group LLC | 1,141 | $243 | 12/31/2023 | VB | 1,141 | $243 | 12/31/2023 | Covenant Asset Management LLC | 1,055 | $241 | 03/31/2024 | VB | 1,055 | $241 | 03/31/2024 | GYL Financial Synergies LLC | 1,129 | $241 | 12/31/2023 | VB | 1,129 | $241 | 12/31/2023 | Revisor Wealth Management LLC | 1,076 | $240 | 03/31/2024 | VB | 1,076 | $240 | 03/31/2024 | Walker Financial Services Inc. | 1,050 | $240 | 03/31/2024 | VB | 1,050 | $240 | 03/31/2024 | Campbell Wealth Management | 1,127 | $240 | 12/31/2023 | VB | 1,127 | $240 | 12/31/2023 | First Foundation Advisors | 1,116 | $238 | 12/31/2023 | VB | 1,116 | $238 | 12/31/2023 | Geometric Wealth Advisors | 1,116 | $238 | 12/31/2023 | VB | 1,116 | $238 | 12/31/2023 | Raleigh Capital Management Inc. | 1,108 | $236 | 12/31/2023 | VB | 1,108 | $236 | 12/31/2023 | Level Financial Advisors Inc. | 1,024 | $234 | 03/31/2024 | VB | 1,024 | $234 | 03/31/2024 | Hilltop Holdings Inc. | 1,096 | $234 | 12/31/2023 | VB | 1,096 | $234 | 12/31/2023 | Elevate Wealth Advisory Inc. | 1,095 | $234 | 12/31/2023 | VB | 1,095 | $234 | 12/31/2023 | PBMares Wealth Management LLC | 1,095 | $233 | 12/31/2023 | VB | 1,095 | $233 | 12/31/2023 | VERITY Wealth Advisors | 1,015 | $232 | 03/31/2024 | VB | 1,015 | $232 | 03/31/2024 | IAG Wealth Partners LLC | 1,013 | $232 | 03/31/2024 | VB | 1,013 | $232 | 03/31/2024 | Madison Park Capital Advisors LLC | 1,015 | $232 | 03/31/2024 | VB | 1,015 | $232 | 03/31/2024 | CAP Partners LLC | 1,010 | $231 | 03/31/2024 | VB | 1,010 | $231 | 03/31/2024 | Van Hulzen Asset Management LLC | 1,084 | $231 | 12/31/2023 | VB | 1,084 | $231 | 12/31/2023 | Prosperity Consulting Group LLC | 1,078 | $230 | 12/31/2023 | VB | 1,078 | $230 | 12/31/2023 | Shulman DeMeo Asset Management LLC | 1,000 | $229 | 03/31/2024 | VB | 1,000 | $229 | 03/31/2024 | Tempus Wealth Planning LLC | 1,001 | $229 | 03/31/2024 | VB | 1,001 | $229 | 03/31/2024 | Northstar Advisory Group LLC | 1,063 | $227 | 12/31/2023 | VB | 1,063 | $227 | 12/31/2023 | Tsfg LLC | 987 | $226 | 03/31/2024 | VB | 987 | $226 | 03/31/2024 | Truvestments Capital LLC | 1,058 | $226 | 12/31/2023 | VB | 1,058 | $226 | 12/31/2023 | Sentinel Pension Advisors Inc. | 1,054 | $225 | 12/31/2023 | VB | 1,054 | $225 | 12/31/2023 | Amplius Wealth Advisors LLC | 976 | $223 | 03/31/2024 | VB | 976 | $223 | 03/31/2024 | Burt Wealth Advisors | 972 | $222 | 03/31/2024 | VB | 972 | $222 | 03/31/2024 | Bluesphere Advisors LLC | 966 | $221 | 03/31/2024 | VB | 966 | $221 | 03/31/2024 | SNS Financial Group LLC | 962 | $220 | 03/31/2024 | VB | 962 | $220 | 03/31/2024 | Grant GrossMendelsohn LLC | 974 | $219 | 03/31/2024 | VB | 974 | $219 | 03/31/2024 | Community Bank N.A. | 1,025 | $219 | 12/31/2023 | VB | 1,025 | $219 | 12/31/2023 | Dravo Bay LLC | 1,027 | $219 | 12/31/2023 | VB | 1,027 | $219 | 12/31/2023 | Coyle Financial Counsel LLC | 1,020 | $218 | 12/31/2023 | VB | 1,020 | $218 | 12/31/2023 | FinTrust Capital Advisors LLC | 1,021 | $218 | 12/31/2023 | VB | 1,021 | $218 | 12/31/2023 | ETF Store Inc. | 1,017 | $217 | 12/31/2023 | VB | 1,017 | $217 | 12/31/2023 | Gilbert & Cook Inc. | 1,012 | $216 | 12/31/2023 | VB | 1,012 | $216 | 12/31/2023 | Great Diamond Partners LLC | 1,012 | $216 | 12/31/2023 | VB | 1,012 | $216 | 12/31/2023 | London Co. of Virginia | 1,009 | $215 | 12/31/2023 | VB | 1,009 | $215 | 12/31/2023 | Aureus Asset Management LLC | 1,007 | $215 | 12/31/2023 | VB | 1,007 | $215 | 12/31/2023 | Braun Bostich & Associates Inc. | 1,010 | $215 | 12/31/2023 | VB | 1,010 | $215 | 12/31/2023 | Fragasso Group Inc. | 935 | $214 | 03/31/2024 | VB | 935 | $214 | 03/31/2024 | AF Advisors Inc. | 935 | $214 | 03/31/2024 | VB | 935 | $214 | 03/31/2024 | High Net Worth Advisory Group LLC | 929 | $213 | 03/31/2024 | VB | 929 | $213 | 03/31/2024 | Stokes Family Office LLC | 997 | $213 | 12/31/2023 | VB | 997 | $213 | 12/31/2023 | Quent Capital LLC | 998 | $213 | 12/31/2023 | VB | 998 | $213 | 12/31/2023 | EnRich Financial Partners LLC | 998 | $213 | 12/31/2023 | VB | 998 | $213 | 12/31/2023 | Central Bank & Trust Co. | 925 | $211 | 03/31/2024 | VB | 925 | $211 | 03/31/2024 | JTC Employer Solutions Trusteee Ltd | 925 | $211 | 03/31/2024 | VB | 925 | $211 | 03/31/2024 | Barclays PLC | 988 | $211 | 12/31/2023 | VB | 988 | $211 | 12/31/2023 | Redhawk Wealth Advisors Inc. | 991 | $211 | 12/31/2023 | VB | 991 | $211 | 12/31/2023 | First Trust Investment Solutions L.P. | 988 | $211 | 12/31/2023 | VB | 988 | $211 | 12/31/2023 | North Ridge Wealth Advisors Inc. | 915 | $209 | 03/31/2024 | VB | 915 | $209 | 03/31/2024 | Delap Wealth Advisory LLC | 978 | $209 | 12/31/2023 | VB | 978 | $209 | 12/31/2023 | Ballentine Capital Advisors Inc | 995 | $209 | 12/31/2023 | VB | 995 | $209 | 12/31/2023 | Osborne Partners Capital Management LLC | 909 | $208 | 03/31/2024 | VB | 909 | $208 | 03/31/2024 | Equita Financial Network Inc. | 976 | $208 | 12/31/2023 | VB | 976 | $208 | 12/31/2023 | Red Mountain Financial LLC | 976 | $208 | 12/31/2023 | VB | 976 | $208 | 12/31/2023 | First Western Trust Bank | 969 | $207 | 12/31/2023 | VB | 969 | $207 | 12/31/2023 | Ehrlich Financial Group | 901 | $206 | 03/31/2024 | VB | 901 | $206 | 03/31/2024 | Stonebridge Capital Advisors LLC | 964 | $206 | 12/31/2023 | VB | 964 | $206 | 12/31/2023 | Retirement Income Solutions Inc | 961 | $205 | 12/31/2023 | VB | 961 | $205 | 12/31/2023 | Nilsine Partners LLC | 891 | $204 | 03/31/2024 | VB | 891 | $204 | 03/31/2024 | Private Management Group Inc. | 957 | $204 | 12/31/2023 | VB | 957 | $204 | 12/31/2023 | Jacobi Capital Management LLC | 956 | $204 | 12/31/2023 | VB | 956 | $204 | 12/31/2023 | Firestone Capital Management | 956 | $204 | 12/31/2023 | VB | 956 | $204 | 12/31/2023 | Beacon Wealthcare LLC | 887 | $203 | 03/31/2024 | VB | 887 | $203 | 03/31/2024 | Provident Investment Management Inc. | 950 | $203 | 12/31/2023 | VB | 950 | $203 | 12/31/2023 | Buffington Mohr McNeal | 885 | $202 | 03/31/2024 | VB | 885 | $202 | 03/31/2024 | Signet Financial Management LLC | 882 | $202 | 03/31/2024 | VB | 882 | $202 | 03/31/2024 | Roman Butler Fullerton & Co. | 961 | $202 | 12/31/2023 | VB | 961 | $202 | 12/31/2023 | Matisse Capital | 946 | $202 | 12/31/2023 | VB | 946 | $202 | 12/31/2023 | Caldwell Sutter Capital Inc. | 878 | $201 | 03/31/2024 | VB | 878 | $201 | 03/31/2024 | LVW Advisors LLC | 877 | $200 | 03/31/2024 | VB | 877 | $200 | 03/31/2024 | RCS Financial Planning LLC | 877 | $200 | 03/31/2024 | VB | 877 | $200 | 03/31/2024 | Richard W. Paul & Associates LLC | 922 | $197 | 12/31/2023 | VB | 922 | $197 | 12/31/2023 | Nomura Asset Management Co. Ltd. | 900 | $192 | 12/31/2023 | VB | 900 | $192 | 12/31/2023 | MCF Advisors LLC | 824 | $188 | 03/31/2024 | VB | 824 | $188 | 03/31/2024 | Mogy Joel R Investment Counsel Inc. | 875 | $187 | 12/31/2023 | VB | 875 | $187 | 12/31/2023 | Belmont Capital LLC | 875 | $187 | 12/31/2023 | VB | 875 | $187 | 12/31/2023 | Dividend Assets Capital LLC | 844 | $180 | 12/31/2023 | VB | 844 | $180 | 12/31/2023 | Householder Group Estate & Retirement Specialist LLC | 832 | $177 | 12/31/2023 | VB | 832 | $177 | 12/31/2023 | Johnson Financial Group Inc. | 827 | $176 | 12/31/2023 | VB | 827 | $176 | 12/31/2023 | Covestor Ltd | 821 | $175 | 12/31/2023 | VB | 821 | $175 | 12/31/2023 | Register Financial Advisors LLC | 735 | $168 | 03/31/2024 | VB | 735 | $168 | 03/31/2024 | Northwest Bank & Trust Co | 746 | $159 | 12/31/2023 | VB | 746 | $159 | 12/31/2023 | Burkett Financial Services LLC | 672 | $154 | 03/31/2024 | VB | 672 | $154 | 03/31/2024 | Coston McIsaac & Partners | 657 | $150 | 03/31/2024 | VB | 657 | $150 | 03/31/2024 | Morling Financial Advisors LLC | 680 | $145 | 12/31/2023 | VB | 680 | $145 | 12/31/2023 | Planning Capital Management Corp | 558 | $128 | 03/31/2024 | VB | 558 | $128 | 03/31/2024 | Founders Capital Management | 524 | $120 | 03/31/2024 | VB | 524 | $120 | 03/31/2024 | Hazlett Burt & Watson Inc. | 555 | $119 | 12/31/2023 | VB | 555 | $119 | 12/31/2023 | Pacific Center for Financial Services | 558 | $119 | 12/31/2023 | VB | 558 | $119 | 12/31/2023 | Clarkston Capital Partners LLC | 553 | $118 | 12/31/2023 | VB | 553 | $118 | 12/31/2023 | Scarborough Advisors LLC | 550 | $117 | 12/31/2023 | VB | 550 | $117 | 12/31/2023 | Cape Investment Advisory Inc. | 548 | $117 | 12/31/2023 | VB | 548 | $117 | 12/31/2023 | Advantage Trust Co | 546 | $116 | 12/31/2023 | VB | 546 | $116 | 12/31/2023 | WealthCollab LLC | 546 | $116 | 12/31/2023 | VB | 546 | $116 | 12/31/2023 | Element Wealth LLC | 540 | $115 | 12/31/2023 | VB | 540 | $115 | 12/31/2023 | Coppell Advisory Solutions LLC | 541 | $115 | 12/31/2023 | VB | 541 | $115 | 12/31/2023 | Toth Financial Advisory Corp | 499 | $114 | 03/31/2024 | VB | 499 | $114 | 03/31/2024 | Versant Capital Management Inc | 497 | $114 | 03/31/2024 | VB | 497 | $114 | 03/31/2024 | JFS Wealth Advisors LLC | 535 | $114 | 12/31/2023 | VB | 535 | $114 | 12/31/2023 | Nemes Rush Group LLC | 534 | $114 | 12/31/2023 | VB | 534 | $114 | 12/31/2023 | Townsend Asset Management Corp NC ADV | 527 | $112 | 12/31/2023 | VB | 527 | $112 | 12/31/2023 | Atticus Wealth Management LLC | 479 | $109 | 03/31/2024 | VB | 479 | $109 | 03/31/2024 | Balentine LLC | 510 | $109 | 12/31/2023 | VB | 510 | $109 | 12/31/2023 | AlphaCore Capital LLC | 505 | $108 | 12/31/2023 | VB | 505 | $108 | 12/31/2023 | Woodard & Co. Asset Management Group Inc. ADV | 500 | $107 | 12/31/2023 | VB | 500 | $107 | 12/31/2023 | DiNuzzo Private Wealth Inc. | 492 | $105 | 12/31/2023 | VB | 492 | $105 | 12/31/2023 | Armor Investment Advisors LLC | 456 | $104 | 03/31/2024 | VB | 456 | $104 | 03/31/2024 | Qube Research & Technologies Ltd | 488 | $104 | 12/31/2023 | VB | 488 | $104 | 12/31/2023 | Hobbs Group Advisors LLC | 488 | $104 | 12/31/2023 | VB | 488 | $104 | 12/31/2023 | Global Trust Asset Management LLC | 450 | $103 | 03/31/2024 | VB | 450 | $103 | 03/31/2024 | Private Wealth Management Group LLC | 480 | $102 | 12/31/2023 | VB | 480 | $102 | 12/31/2023 | Financial Connections Group Inc. | 472 | $100 | 12/31/2023 | VB | 472 | $100 | 12/31/2023 | Northwest Financial Advisors | 460 | $98 | 12/31/2023 | VB | 460 | $98 | 12/31/2023 | Ulland Investment Advisors LLC | 425 | $97 | 03/31/2024 | VB | 425 | $97 | 03/31/2024 | West Oak Capital LLC | 418 | $96 | 03/31/2024 | VB | 418 | $96 | 03/31/2024 | Kayne Anderson Rudnick Investment Management LLC | 445 | $95 | 12/31/2023 | VB | 445 | $95 | 12/31/2023 | GPS Wealth Strategies Group LLC | 445 | $95 | 12/31/2023 | VB | 445 | $95 | 12/31/2023 | Sunbelt Securities Inc. | 413 | $94 | 03/31/2024 | VB | 413 | $94 | 03/31/2024 | Liberty Wealth Management LLC | 438 | $93 | 12/31/2023 | VB | 438 | $93 | 12/31/2023 | Arcadia Investment Management Corp MI | 404 | $92 | 03/31/2024 | VB | 404 | $92 | 03/31/2024 | EPG Wealth Management LLC | 439 | $92 | 12/31/2023 | VB | 439 | $92 | 12/31/2023 | First Community Trust NA | 389 | $89 | 03/31/2024 | VB | 389 | $89 | 03/31/2024 | Gradient Investments LLC | 379 | $87 | 03/31/2024 | VB | 379 | $87 | 03/31/2024 | Albion Financial Group UT | 360 | $82 | 03/31/2024 | VB | 360 | $82 | 03/31/2024 | Tyler Stone Wealth Management | 385 | $82 | 12/31/2023 | VB | 385 | $82 | 12/31/2023 | Tradition Wealth Management LLC | 376 | $80 | 12/31/2023 | VB | 376 | $80 | 12/31/2023 | Gs Investments Inc. | 357 | $76 | 12/31/2023 | VB | 357 | $76 | 12/31/2023 | Paladin Advisory Group LLC | 355 | $76 | 12/31/2023 | VB | 355 | $76 | 12/31/2023 | Plante Moran Financial Advisors LLC | 349 | $74 | 12/31/2023 | VB | 349 | $74 | 12/31/2023 | ORG Partners LLC | | $74 | 12/31/2023 | EQUITY FUNDS | 558 | $44 | 12/31/2023 | VB | 142 | $30 | 12/31/2023 | Smartleaf Asset Management LLC | 366 | $73 | 12/31/2023 | VB | 366 | $73 | 12/31/2023 | PSI Advisors LLC | 309 | $71 | 03/31/2024 | VB | 309 | $71 | 03/31/2024 | Pacifica Partners Inc. | 316 | $71 | 03/31/2024 | VB | 316 | $71 | 03/31/2024 | City Holding Co. | 294 | $67 | 03/31/2024 | VB | 294 | $67 | 03/31/2024 | Mark Sheptoff Financial Planning LLC | 300 | $64 | 12/31/2023 | VB | 300 | $64 | 12/31/2023 | Trust Co | 275 | $63 | 03/31/2024 | VB | 275 | $63 | 03/31/2024 | Cambridge Trust Co. | 291 | $62 | 12/31/2023 | VB | 291 | $62 | 12/31/2023 | Bfsg LLC | 269 | $61 | 03/31/2024 | VB | 269 | $61 | 03/31/2024 | Resurgent Financial Advisors LLC | 286 | $61 | 12/31/2023 | VB | 286 | $61 | 12/31/2023 | MTM Investment Management LLC | 264 | $60 | 03/31/2024 | VB | 264 | $60 | 03/31/2024 | Hexagon Capital Partners LLC | 260 | $60 | 03/31/2024 | VB | 260 | $60 | 03/31/2024 | Global Wealth Strategies & Associates | 254 | $58 | 03/31/2024 | VB | 254 | $58 | 03/31/2024 | BNP Paribas Arbitrage SA | 272 | $58 | 12/31/2023 | VB | 272 | $58 | 12/31/2023 | GeoWealth Management LLC | 271 | $58 | 12/31/2023 | VB | 271 | $58 | 12/31/2023 | Criterion Capital Advisors LLC | 250 | $57 | 03/31/2024 | VB | 250 | $57 | 03/31/2024 | Sawyer & Company Inc | 245 | $56 | 03/31/2024 | VB | 245 | $56 | 03/31/2024 | Spotlight Asset Group Inc. | 262 | $56 | 12/31/2023 | VB | 262 | $56 | 12/31/2023 | Wit LLC | 263 | $56 | 12/31/2023 | VB | 263 | $56 | 12/31/2023 | Rocky Mountain Advisers LLC | 240 | $55 | 03/31/2024 | VB | 240 | $55 | 03/31/2024 | Financial Management Professionals Inc. | 242 | $55 | 03/31/2024 | VB | 242 | $55 | 03/31/2024 | Robinson Capital Management LLC | 250 | $53 | 12/31/2023 | VB | 250 | $53 | 12/31/2023 | Eagle Bay Advisors LLC | 244 | $52 | 12/31/2023 | VB | 244 | $52 | 12/31/2023 | Acima Private Wealth LLC | 240 | $51 | 12/31/2023 | VB | 240 | $51 | 12/31/2023 | LifeSteps Financial Inc. | 208 | $48 | 03/31/2024 | VB | 208 | $48 | 03/31/2024 | First Personal Financial Services | 205 | $47 | 03/31/2024 | VB | 205 | $47 | 03/31/2024 | Resources Management Corp CT ADV | 213 | $45 | 12/31/2023 | VB | 213 | $45 | 12/31/2023 | Jackson Grant Investment Advisers Inc. | 209 | $45 | 12/31/2023 | VB | 209 | $45 | 12/31/2023 | Laurel Wealth Advisors LLC | 210 | $45 | 12/31/2023 | VB | 210 | $45 | 12/31/2023 | Byrne Asset Management LLC | 191 | $44 | 03/31/2024 | VB | 191 | $44 | 03/31/2024 | Ballast Advisors LLC | 190 | $41 | 12/31/2023 | VB | 190 | $41 | 12/31/2023 | Newbridge Financial Services Group Inc. | 175 | $40 | 03/31/2024 | VB | 175 | $40 | 03/31/2024 | Islay Capital Management LLC | 181 | $39 | 12/31/2023 | VB | 181 | $39 | 12/31/2023 | SYM FINANCIAL Corp | 180 | $38 | 12/31/2023 | VB | 180 | $38 | 12/31/2023 | Colonial Trust Advisors | 178 | $38 | 12/31/2023 | VB | 178 | $38 | 12/31/2023 | Long Island Wealth Management Inc. | 179 | $38 | 12/31/2023 | VB | 179 | $38 | 12/31/2023 | Goodman Advisory Group LLC | 173 | $37 | 12/31/2023 | VB | 173 | $37 | 12/31/2023 | APCM Wealth Management for Individuals | 148 | $34 | 03/31/2024 | VB | 148 | $34 | 03/31/2024 | Orion Capital Management LLC | 158 | $34 | 12/31/2023 | VB | 158 | $34 | 12/31/2023 | Union Savings Bank | 158 | $34 | 12/31/2023 | VB | 158 | $34 | 12/31/2023 | Hanson & Doremus Investment Management | 145 | $33 | 03/31/2024 | VB | 145 | $33 | 03/31/2024 | Bellevue Asset Management LLC | 143 | $33 | 03/31/2024 | VB | 143 | $33 | 03/31/2024 | Mine & Arao Wealth Creation & Management LLC. | 155 | $33 | 12/31/2023 | VB | 155 | $33 | 12/31/2023 | Tucker Asset Management LLC | 155 | $33 | 12/31/2023 | VB | 155 | $33 | 12/31/2023 | Family Management Corp | 150 | $32 | 12/31/2023 | VB | 150 | $32 | 12/31/2023 | Winch Advisory Services LLC | 151 | $32 | 12/31/2023 | VB | 151 | $32 | 12/31/2023 | Canton Hathaway LLC | 150 | $32 | 12/31/2023 | VB | 150 | $32 | 12/31/2023 | AlphaMark Advisors LLC | 137 | $31 | 03/31/2024 | VB | 137 | $31 | 03/31/2024 | Signature Resources Capital Management LLC | 144 | $31 | 03/31/2024 | VB | 144 | $31 | 03/31/2024 | Rain Capital Management LLC | 146 | $31 | 12/31/2023 | VB | 146 | $31 | 12/31/2023 | O Dell Group LLC | 136 | $29 | 12/31/2023 | VB | 136 | $29 | 12/31/2023 | Concord Wealth Partners | 129 | $28 | 12/31/2023 | VB | 129 | $28 | 12/31/2023 | Addison Advisors LLC | 133 | $28 | 12/31/2023 | VB | 133 | $28 | 12/31/2023 | Syntax Research Inc. | 129 | $28 | 12/31/2023 | VB | 129 | $28 | 12/31/2023 | Motco | 125 | $27 | 12/31/2023 | VB | 125 | $27 | 12/31/2023 | Ironwood Wealth Management LLC. | 112 | $26 | 03/31/2024 | VB | 112 | $26 | 03/31/2024 | Atlantic Edge Private Wealth Management LLC | 124 | $26 | 12/31/2023 | VB | 124 | $26 | 12/31/2023 | GAMMA Investing LLC | 109 | $25 | 03/31/2024 | VB | 109 | $25 | 03/31/2024 | Avion Wealth | 116 | $25 | 12/31/2023 | VB | 116 | $25 | 12/31/2023 | NinePointTwo Capital | 114 | $24 | 12/31/2023 | VB | 114 | $24 | 12/31/2023 | Godsey & Gibb Associates | 100 | $23 | 03/31/2024 | VB | 100 | $23 | 03/31/2024 | First Pacific Financial | 100 | $23 | 03/31/2024 | VB | 100 | $23 | 03/31/2024 | Compass Wealth Management LLC | 100 | $23 | 03/31/2024 | VB | 100 | $23 | 03/31/2024 | Sittner & Nelson LLC | 107 | $23 | 12/31/2023 | VB | 107 | $23 | 12/31/2023 | Arlington Trust Co LLC | 90 | $21 | 03/31/2024 | VB | 90 | $21 | 03/31/2024 | Thompson Siegel & Walmsley LLC | 100 | $21 | 12/31/2023 | VB | 100 | $21 | 12/31/2023 | Angeles Investment Advisors LLC | 100 | $21 | 12/31/2023 | VB | 100 | $21 | 12/31/2023 | Tidemark LLC | 98 | $21 | 12/31/2023 | VB | 98 | $21 | 12/31/2023 | Financial Perspectives Inc | 86 | $20 | 03/31/2024 | VB | 86 | $20 | 03/31/2024 | Tower Research Capital LLC TRC | 92 | $20 | 12/31/2023 | VB | 92 | $20 | 12/31/2023 | Provence Wealth Management Group | 91 | $19 | 12/31/2023 | VB | 91 | $19 | 12/31/2023 | Spartan Planning & Wealth Management | 86 | $18 | 12/31/2023 | VB | 86 | $18 | 12/31/2023 | Running Point Capital Advisors LLC | 85 | $18 | 12/31/2023 | VB | 85 | $18 | 12/31/2023 | Peachtree Investment Partners LLC | 79 | $17 | 12/31/2023 | VB | 79 | $17 | 12/31/2023 | Pineridge Advisors LLC | 81 | $17 | 12/31/2023 | VB | 81 | $17 | 12/31/2023 | West Paces Advisors Inc. | 72 | $16 | 03/31/2024 | VB | 72 | $16 | 03/31/2024 | Friedenthal Financial | 65 | $15 | 03/31/2024 | VB | 65 | $15 | 03/31/2024 | Tradewinds Capital Management LLC | 65 | $15 | 03/31/2024 | VB | 65 | $15 | 03/31/2024 | Sound Income Strategies LLC | 66 | $15 | 03/31/2024 | VB | 66 | $15 | 03/31/2024 | PFG Private Wealth Management LLC | 64 | $15 | 03/31/2024 | VB | 64 | $15 | 03/31/2024 | Goodwin Investment Advisory | 72 | $15 | 12/31/2023 | VB | 72 | $15 | 12/31/2023 | Davidson Capital Management Inc. | 71 | $15 | 12/31/2023 | VB | 71 | $15 | 12/31/2023 | Silicon Valley Capital Partners | 64 | $14 | 12/31/2023 | VB | 64 | $14 | 12/31/2023 | Adirondack Trust Co. | 51 | $12 | 03/31/2024 | VB | 51 | $12 | 03/31/2024 | Red Tortoise LLC | 48 | $11 | 03/31/2024 | VB | 48 | $11 | 03/31/2024 | Atlantic Private Wealth LLC | 53 | $11 | 12/31/2023 | VB | 53 | $11 | 12/31/2023 | MGB Wealth Management LLC | 50 | $11 | 12/31/2023 | VB | 50 | $11 | 12/31/2023 | PFS Partners LLC | 43 | $10 | 03/31/2024 | VB | 43 | $10 | 03/31/2024 | Riggs Asset Managment Co. Inc. | 40 | $9 | 12/31/2023 | VB | 40 | $9 | 12/31/2023 | Ruedi Wealth Management Inc. | 44 | $9 | 12/31/2023 | VB | 44 | $9 | 12/31/2023 | Vima LLC | 44 | $9 | 12/31/2023 | VB | 44 | $9 | 12/31/2023 | Provident Wealth Management LLC | 35 | $8 | 03/31/2024 | VB | 35 | $8 | 03/31/2024 | Wetzel Investment Advisors Inc. | 37 | $8 | 03/31/2024 | VB | 37 | $8 | 03/31/2024 | Jackson Hole Capital Partners LLC | 39 | $8 | 12/31/2023 | VB | 39 | $8 | 12/31/2023 | HighMark Wealth Management LLC | 35 | $8 | 12/31/2023 | VB | 35 | $8 | 12/31/2023 | Livelsberger Financial Advisory | 39 | $8 | 12/31/2023 | VB | 39 | $8 | 12/31/2023 | Oak Harbor Wealth Partners LLC | 32 | $7 | 03/31/2024 | VB | 32 | $7 | 03/31/2024 | Retirement Group LLC | 34 | $7 | 12/31/2023 | VB | 34 | $7 | 12/31/2023 | Fortis Advisors LLC | 29 | $6 | 12/31/2023 | VB | 29 | $6 | 12/31/2023 | VisionPoint Advisory Group LLC | 29 | $6 | 12/31/2023 | VB | 29 | $6 | 12/31/2023 | Zeit Capital LLC | 30 | $6 | 12/31/2023 | VB | 30 | $6 | 12/31/2023 | Arvest Investments Inc. | 22 | $5 | 03/31/2024 | VB | 22 | $5 | 03/31/2024 | Ambassador Advisors LLC | 25 | $5 | 12/31/2023 | VB | 25 | $5 | 12/31/2023 | New Millennium Group LLC | 24 | $5 | 12/31/2023 | VB | 24 | $5 | 12/31/2023 | Able Wealth Management LLC | 24 | $5 | 12/31/2023 | VB | 24 | $5 | 12/31/2023 | Investors Research Corp | 17 | $4 | 12/31/2023 | VB | 17 | $4 | 12/31/2023 | Wolff Wiese Magana LLC | 11 | $3 | 03/31/2024 | VB | 11 | $3 | 03/31/2024 | Van Den Berg Management I Inc. | 13 | $3 | 12/31/2023 | VB | 13 | $3 | 12/31/2023 | Horizon Investments LLC | 13 | $3 | 12/31/2023 | VB | 13 | $3 | 12/31/2023 | Hamilton Point Investment Advisors LLC | 12 | $3 | 12/31/2023 | VB | 12 | $3 | 12/31/2023 | Your Advocates Ltd. LLP | 12 | $3 | 12/31/2023 | VB | 12 | $3 | 12/31/2023 | Team Financial Group LLC | 13 | $3 | 12/31/2023 | VB | 13 | $3 | 12/31/2023 | West Branch Capital LLC | 10 | $2 | 03/31/2024 | VB | 10 | $2 | 03/31/2024 | Rosenberg Matthew Hamilton | 10 | $2 | 03/31/2024 | VB | 10 | $2 | 03/31/2024 | Fairman Group LLC | 9 | $2 | 12/31/2023 | VB | 9 | $2 | 12/31/2023 | Cedar Mountain Advisors LLC | 5 | $1 | 03/31/2024 | VB | 5 | $1 | 03/31/2024 | Fairfield Bush & CO. | 3 | $1 | 12/31/2023 | VB | 3 | $1 | 12/31/2023 | Centerpoint Advisors LLC | 7 | $1 | 12/31/2023 | VB | 7 | $1 | 12/31/2023 | Grand Wealth Management LLC | 6 | $1 | 12/31/2023 | VB | 6 | $1 | 12/31/2023 | Nordwand Advisors LLC | 3 | $1 | 12/31/2023 | VB | 3 | $1 | 12/31/2023 | Abich Financial Wealth Management LLC | 6 | $1 | 12/31/2023 | VB | 6 | $1 | 12/31/2023 | American Capital Advisory LLC | 6 | $1 | 12/31/2023 | VB | 6 | $1 | 12/31/2023 | Morris Financial Concepts Inc. | 0 | $0 | 03/31/2024 | VB | 0 | $0 | 03/31/2024 | FSA Wealth Management LLC | 1 | $0 | 12/31/2023 | VB | 1 | $0 | 12/31/2023 | Family Asset Management LLC | 1 | $0 | 12/31/2023 | VB | 1 | $0 | 12/31/2023 | Oak Hill Wealth Advisors LLC | 58,132 | $-13,288,474 | 03/31/2024 | Put | 58,132 | $13,288,474 | 03/31/2024 |
See Summary: Institutional Holders of VB
See Details: Top 10 Hedge Funds Holding VB
Also See: VB Holdings Changes
|
|