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VBR — Performance
Funds Holding VBR

On this page, we present all of the funds holding VBR from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding VBR, with a link to that fund's top holdings. The next columns indicate the amount of VBR stock held by each of the funds holding VBR, followed by the VBR position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 1328 funds holding VBR 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 VBR), click the fund name in the "Holder" column of the funds-holding-VBR table below.

HolderAmountPosition Size
($ in 1000's)		 As of
Bank of America Corp DE10,734,789$1,931,940 12/31/2023
     VBR10,734,789$1,931,940 12/31/2023
Punch & Associates Investment Management Inc. $1,730,744 12/31/2023
     Call9,607$1,729,015 12/31/2023
     VBR9,607$1,729 12/31/2023
Betterment LLC8,075,711$1,453,386 12/31/2023
     VBR8,075,711$1,453,386 12/31/2023
Morgan Stanley4,283,930$770,979 12/31/2023
     VBR4,283,930$770,979 12/31/2023
Assetmark Inc.3,319,094$597,337 12/31/2023
     VBR3,319,094$597,337 12/31/2023
TFO TDC LLC3,403$588,391 12/31/2023
     VBR3,403$588,391 12/31/2023
Jones Financial Companies Lllp3,255,277$585,852 12/31/2023
     VBR3,255,277$585,852 12/31/2023
Envestnet Asset Management Inc.2,578,788$464,105 12/31/2023
     VBR2,578,788$464,105 12/31/2023
Goldman Sachs Group Inc.2,011,205$361,957 12/31/2023
     VBR2,011,205$361,957 12/31/2023
Wells Fargo & Company MN1,534,213$276,112 12/31/2023
     VBR1,534,213$276,112 12/31/2023
UBS Group AG1,488,233$267,837 12/31/2023
     VBR1,488,233$267,837 12/31/2023
Mather Group LLC.1,437,525$258,711 03/31/2024
     VBR1,437,525$258,711 03/31/2024
Sei Investments Co.1,207,315$217,302 12/31/2023
     VBR1,207,315$217,302 12/31/2023
LPL Financial LLC1,101,053$198,156 12/31/2023
     VBR1,101,053$198,156 12/31/2023
The PNC Financial Services Group Inc.1,023,685$184,233 12/31/2023
     VBR1,023,685$184,233 12/31/2023
RSM US Wealth Management LLC943,255$169,758 12/31/2023
     VBR943,255$169,758 12/31/2023
Advisor Group Holdings Inc.935,559$168,447 12/31/2023
     VBR935,559$168,447 12/31/2023
Aspiriant LLC753,095$144,507 03/31/2024
     VBR753,095$144,507 03/31/2024
HighTower Advisors LLC769,151$138,405 12/31/2023
     VBR769,151$138,405 12/31/2023
Ameriprise Financial Inc.760,577$136,909 12/31/2023
     VBR760,577$136,909 12/31/2023
Allworth Financial LP685,765$131,584 03/31/2024
     VBR685,765$131,584 03/31/2024
TIAA Trust National Association651,149$117,187 12/31/2023
     VBR651,149$117,187 12/31/2023
Efficient Advisors LLC602,531$108,438 12/31/2023
     VBR602,531$108,438 12/31/2023
Commonwealth Equity Services LLC599,820$107,950 12/31/2023
     VBR599,820$107,950 12/31/2023
JPMorgan Chase & Co.554,181$99,736 12/31/2023
     VBR554,181$99,736 12/31/2023
Royal Bank of Canada530,283$95,435 12/31/2023
     VBR530,283$95,435 12/31/2023
Bank of Montreal Can506,077$92,076 12/31/2023
     VBR506,077$92,076 12/31/2023
Raymond James Financial Services Advisors Inc.474,644$91,075 03/31/2024
     VBR474,644$91,075 03/31/2024
Captrust Financial Advisors503,513$90,617 12/31/2023
     VBR503,513$90,617 12/31/2023
Mill Creek Capital Advisors LLC488,210$87,863 12/31/2023
     VBR488,210$87,863 12/31/2023
United Capital Financial Advisers LLC460,968$82,960 12/31/2023
     VBR460,968$82,960 12/31/2023
Savant Capital LLC436,366$78,533 12/31/2023
     VBR436,366$78,533 12/31/2023
Foster Group Inc.395,621$75,912 03/31/2024
     VBR395,621$75,912 03/31/2024
Rockefeller Capital Management L.P.412,445$74,228 12/31/2023
     VBR412,445$74,228 12/31/2023
Cetera Advisor Networks LLC410,063$73,799 12/31/2023
     VBR410,063$73,799 12/31/2023
Stephens Group Asset Management LLC372,658$71,506 03/31/2024
     VBR372,658$71,506 03/31/2024
Raymond James & Associates370,575$71,106 03/31/2024
     VBR370,575$71,106 03/31/2024
Retirement Systems of Alabama382,480$68,835 12/31/2023
     VBR382,480$68,835 12/31/2023
Comprehensive Financial Management LLC377,147$67,875 12/31/2023
     VBR377,147$67,875 12/31/2023
Mariner LLC368,110$66,249 12/31/2023
     VBR368,110$66,249 12/31/2023
Adviser Investments LLC360,429$64,866 12/31/2023
     VBR360,429$64,866 12/31/2023
PDS Planning Inc356,056$64,079 12/31/2023
     VBR356,056$64,079 12/31/2023
Exencial Wealth Advisors LLC341,425$61,446 12/31/2023
     VBR341,425$61,446 12/31/2023
Charles Schwab Investment Management Inc.340,739$61,323 12/31/2023
     VBR340,739$61,323 12/31/2023
Wealth Enhancement Advisory Services LLC319,367$61,280 03/31/2024
     VBR319,367$61,280 03/31/2024
Northwestern Mutual Wealth Management Co.338,094$60,847 12/31/2023
     VBR338,094$60,847 12/31/2023
1832 Asset Management L.P.320,100$57,608 12/31/2023
     VBR320,100$57,608 12/31/2023
Stifel Financial Corp298,940$53,809 12/31/2023
     VBR298,940$53,809 12/31/2023
Rodgers & Associates LTD296,187$53,305 12/31/2023
     VBR296,187$53,305 12/31/2023
Symmetry Partners LLC275,266$52,818 03/31/2024
     VBR275,266$52,818 03/31/2024
Verus Financial Partners Inc.291,207$51,887 12/31/2023
     VBR291,207$51,887 12/31/2023
JMG Financial Group Ltd.287,067$51,663 12/31/2023
     VBR287,067$51,663 12/31/2023
Mason Investment Advisory Services Inc.281,119$50,593 12/31/2023
     VBR281,119$50,593 12/31/2023
Park Avenue Securities LLC263,550$50,570 03/31/2024
     VBR263,550$50,570 03/31/2024
Modera Wealth Management LLC279,987$50,389 12/31/2023
     VBR279,987$50,389 12/31/2023
Retirement Investment Advisors Inc.271,724$48,902 12/31/2023
     VBR271,724$48,902 12/31/2023
Mokosak Advisory Group LLC263,688$47,455 12/31/2023
     VBR263,688$47,455 12/31/2023
MML Investors Services LLC262,575$47,256 12/31/2023
     VBR262,575$47,256 12/31/2023
Lincoln National Corp260,501$46,882 12/31/2023
     VBR260,501$46,882 12/31/2023
Center for Financial Planning Inc.243,933$46,806 03/31/2024
     VBR243,933$46,806 03/31/2024
Zhang Financial LLC241,496$46,338 03/31/2024
     VBR241,496$46,338 03/31/2024
Bragg Financial Advisors Inc254,828$45,861 12/31/2023
     VBR254,828$45,861 12/31/2023
Moneta Group Investment Advisors LLC253,245$45,577 12/31/2023
     VBR253,245$45,577 12/31/2023
Cresset Asset Management LLC243,006$43,734 12/31/2023
     VBR243,006$43,734 12/31/2023
Creative Planning242,409$43,626 12/31/2023
     VBR242,409$43,626 12/31/2023
Global Assets Advisory LLC226,759$43,511 03/31/2024
     VBR226,759$43,511 03/31/2024
Colony Group LLC240,438$43,272 12/31/2023
     VBR240,438$43,272 12/31/2023
Equitable Holdings Inc.235,534$42,389 12/31/2023
     VBR235,534$42,389 12/31/2023
Cerity Partners LLC232,324$41,811 12/31/2023
     VBR232,324$41,811 12/31/2023
Merriman Wealth Management LLC230,287$41,445 12/31/2023
     VBR230,287$41,445 12/31/2023
Bailard Inc.228,133$41,057 12/31/2023
     VBR228,133$41,057 12/31/2023
Inspirion Wealth Advisors LLC213,562$40,978 03/31/2024
     VBR213,562$40,978 03/31/2024
Thompson Siegel & Walmsley LLC225,466$40,577 12/31/2023
     VBR225,466$40,577 12/31/2023
Truist Financial Corp217,899$39,215 12/31/2023
     VBR217,899$39,215 12/31/2023
Abacus Planning Group Inc.200,772$38,524 03/31/2024
     VBR200,772$38,524 03/31/2024
Buckingham Strategic Wealth LLC213,717$38,463 12/31/2023
     VBR213,717$38,463 12/31/2023
Cambridge Investment Research Advisors Inc.195,757$37,562 03/31/2024
     VBR195,757$37,562 03/31/2024
Summit Financial LLC191,517$36,748 03/31/2024
     VBR191,517$36,748 03/31/2024
Atria Investments LLC204,039$36,721 12/31/2023
     VBR204,039$36,721 12/31/2023
Waldron Private Wealth LLC200,967$36,168 12/31/2023
     VBR200,967$36,168 12/31/2023
Shepherd Financial Partners LLC188,077$36,087 03/31/2024
     VBR188,077$36,087 03/31/2024
Stephens Inc. AR195,584$35,199 12/31/2023
     VBR195,584$35,199 12/31/2023
Gallagher Fiduciary Advisors LLC190,829$34,343 12/31/2023
     VBR190,829$34,343 12/31/2023
25 LLC175,086$33,595 03/31/2024
     VBR175,086$33,595 03/31/2024
Susquehanna International Group LLP $32,612 12/31/2023
     Call165,200$29,731 12/31/2023
     VBR41,808$7,524 12/31/2023
     Put25,800$4,643 12/31/2023
Strategies Wealth Advisors LLC160,802$30,855 03/31/2024
     VBR160,802$30,855 03/31/2024
CI Private Wealth LLC170,413$30,669 12/31/2023
     VBR170,413$30,669 12/31/2023
Mercer Global Advisors Inc. ADV160,319$28,853 12/31/2023
     VBR160,319$28,853 12/31/2023
Coastline Trust Co141,659$27,182 03/31/2024
     VBR141,659$27,182 03/31/2024
US Bancorp DE145,360$26,161 12/31/2023
     VBR145,360$26,161 12/31/2023
Marotta Asset Management135,576$26,014 03/31/2024
     VBR135,576$26,014 03/31/2024
GWM Advisors LLC143,301$25,584 12/31/2023
     VBR143,301$25,584 12/31/2023
Cetera Investment Advisers141,846$25,528 12/31/2023
     VBR141,846$25,528 12/31/2023
Comerica Bank138,879$24,994 12/31/2023
     VBR138,879$24,994 12/31/2023
Asset Management Group Inc.138,046$24,844 12/31/2023
     VBR138,046$24,844 12/31/2023
Northwest Quadrant Wealth Management LLC128,977$24,748 03/31/2024
     VBR128,977$24,748 03/31/2024
Prudential Financial Inc.136,608$24,585 12/31/2023
     VBR136,608$24,585 12/31/2023
MBB Public Markets I LLC136,543$24,574 12/31/2023
     VBR136,543$24,574 12/31/2023
Baird Financial Group Inc.135,320$24,354 12/31/2023
     VBR135,320$24,354 12/31/2023
Wealth Architects LLC134,867$24,272 12/31/2023
     VBR134,867$24,272 12/31/2023
Brickley Wealth Management117,294$22,506 03/31/2024
     VBR117,294$22,506 03/31/2024
AE Wealth Management LLC126,279$22,500 12/31/2023
     VBR126,279$22,500 12/31/2023
Pasadena Private Wealth LLC116,610$22,375 03/31/2024
     VBR116,610$22,375 03/31/2024
Fifth Third Bancorp114,605$21,990 03/31/2024
     VBR114,605$21,990 03/31/2024
University of Maryland Foundation Inc.113,570$21,792 03/31/2024
     VBR113,570$21,792 03/31/2024
Studio Investment Management LLC120,055$21,606 12/31/2023
     VBR120,055$21,606 12/31/2023
Lmcg Investments LLC119,269$21,465 12/31/2023
     VBR119,269$21,465 12/31/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management118,263$21,284 12/31/2023
     VBR118,263$21,284 12/31/2023
McAdam LLC109,699$21,049 03/31/2024
     VBR109,699$21,049 03/31/2024
Sepio Capital LP111,634$20,091 12/31/2023
     VBR111,634$20,091 12/31/2023
Opal Wealth Advisors LLC103,907$19,938 03/31/2024
     VBR103,907$19,938 03/31/2024
Beacon Pointe Advisors LLC110,301$19,851 12/31/2023
     VBR110,301$19,851 12/31/2023
FMR LLC109,293$19,669 12/31/2023
     VBR109,293$19,669 12/31/2023
Private Advisor Group LLC105,200$18,933 12/31/2023
     VBR105,200$18,933 12/31/2023
Sontag Advisory LLC103,097$18,554 12/31/2023
     VBR103,097$18,554 12/31/2023
Pathstone Holdings LLC102,175$18,388 12/31/2023
     VBR102,175$18,388 12/31/2023
Safeguard Financial LLC95,555$18,335 03/31/2024
     VBR95,555$18,335 03/31/2024
BHK Investment Advisors LLC101,329$18,236 12/31/2023
     VBR101,329$18,236 12/31/2023
Total Wealth Planning LLC94,939$18,217 03/31/2024
     VBR94,939$18,217 03/31/2024
Kestra Advisory Services LLC99,631$17,931 12/31/2023
     VBR99,631$17,931 12/31/2023
ARS Wealth Advisors Group LLC96,963$17,450 12/31/2023
     VBR96,963$17,450 12/31/2023
Apella Capital LLC89,518$16,914 03/31/2024
     VBR89,518$16,914 03/31/2024
Avion Wealth93,853$16,891 12/31/2023
     VBR93,853$16,891 12/31/2023
Plante Moran Financial Advisors LLC92,926$16,724 12/31/2023
     VBR92,926$16,724 12/31/2023
Apollon Wealth Management LLC92,393$16,628 12/31/2023
     VBR92,393$16,628 12/31/2023
Brooklyn FI LLC86,001$16,502 03/31/2024
     VBR86,001$16,502 03/31/2024
LMG Wealth Partners LLC89,678$16,139 12/31/2023
     VBR89,678$16,139 12/31/2023
Glenmede Trust Co. NA88,875$15,995 12/31/2023
     VBR88,875$15,995 12/31/2023
Grey Fox Wealth Advisors LLC $15,677 03/31/2024
     VBR79,178$15,193 03/31/2024
     Mutual Fund5,877$484 03/31/2024
Janney Montgomery Scott LLC86,855$15,631 12/31/2023
     VBR86,855$15,631 12/31/2023
Thrivent Financial for Lutherans86,564$15,580 12/31/2023
     VBR86,564$15,580 12/31/2023
Shakespeare Wealth Management Inc.85,811$15,443 12/31/2023
     VBR85,811$15,443 12/31/2023
Natixis Advisors L.P.80,389$15,425 03/31/2024
     VBR80,389$15,425 03/31/2024
Baldwin Brothers Inc. MA76,915$14,758 03/31/2024
     VBR76,915$14,758 03/31/2024
TrueWealth Financial Partners81,590$14,684 12/31/2023
     VBR81,590$14,684 12/31/2023
Arden Trust Co76,439$14,667 03/31/2024
     VBR76,439$14,667 03/31/2024
Buckingham Strategic Partners80,585$14,503 12/31/2023
     VBR80,585$14,503 12/31/2023
Kohmann Bosshard Financial Services LLC75,510$14,489 03/31/2024
     VBR75,510$14,489 03/31/2024
Aaron Wealth Advisors75,324$14,453 03/31/2024
     VBR75,324$14,453 03/31/2024
Phillips Financial Management LLC74,707$14,335 03/31/2024
     VBR74,707$14,335 03/31/2024
Arvest Investments Inc.73,820$14,165 03/31/2024
     VBR73,820$14,165 03/31/2024
New England Capital Financial Advisors LLC78,487$14,125 12/31/2023
     VBR78,487$14,125 12/31/2023
Atria Wealth Solutions Inc.78,341$14,099 12/31/2023
     VBR78,341$14,099 12/31/2023
Bartlett & Co. LLC77,132$14,033 12/31/2023
     VBR77,132$14,033 12/31/2023
Bartlett & CO. Wealth Management LLC77,132$14,033 12/31/2023
     VBR77,132$14,033 12/31/2023
Bbjs Financial Advisors LLC77,888$14,018 12/31/2023
     VBR77,888$14,018 12/31/2023
Family CFO Inc72,800$13,969 03/31/2024
     VBR72,800$13,969 03/31/2024
Retirement Financial Solutions LLC77,216$13,897 12/31/2023
     VBR77,216$13,897 12/31/2023
Benjamin F. Edwards & Company Inc.76,720$13,807 12/31/2023
     VBR76,720$13,807 12/31/2023
Ancora Advisors LLC76,555$13,778 12/31/2023
     VBR76,555$13,778 12/31/2023
Jacobsen Capital Management71,417$13,703 03/31/2024
     VBR71,417$13,703 03/31/2024
Prosperity Planning Inc.71,379$13,696 03/31/2024
     VBR71,379$13,696 03/31/2024
Quest Investment Management LLC74,298$13,371 12/31/2023
     VBR74,298$13,371 12/31/2023
Checchi Capital Advisers LLC69,398$13,316 03/31/2024
     VBR69,398$13,316 03/31/2024
Silver Coast Investments LLC73,496$13,227 12/31/2023
     VBR73,496$13,227 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC73,258$13,184 12/31/2023
     VBR73,258$13,184 12/31/2023
Edmonds Duncan Registered Investment Advisors LLC68,258$13,097 03/31/2024
     VBR68,258$13,097 03/31/2024
Financial Planning & Information Services Inc.72,272$13,007 12/31/2023
     VBR72,272$13,007 12/31/2023
Financial Synergies Wealth Advisors Inc.67,303$12,914 03/31/2024
     VBR67,303$12,914 03/31/2024
Johnson Investment Counsel Inc.71,525$12,872 12/31/2023
     VBR71,525$12,872 12/31/2023
Capital Wealth Management LLC66,650$12,789 03/31/2024
     VBR66,650$12,789 03/31/2024
Bank of New York Mellon Corp66,426$12,746 03/31/2024
     VBR66,426$12,746 03/31/2024
Capital Advantage Inc.69,105$12,437 12/31/2023
     VBR69,105$12,437 12/31/2023
State of Wisconsin Board of Commissioners of Public Lands68,960$12,411 12/31/2023
     VBR68,960$12,411 12/31/2023
Peapack Gladstone Financial Corp68,378$12,306 12/31/2023
     VBR68,378$12,306 12/31/2023
Garde Capital Inc.68,017$12,241 12/31/2023
     VBR68,017$12,241 12/31/2023
Hillman Co.63,100$12,108 03/31/2024
     VBR63,100$12,108 03/31/2024
Texas Yale Capital Corp.67,242$12,102 12/31/2023
     VBR67,242$12,102 12/31/2023
Avantax Advisory Services Inc.67,195$12,093 12/31/2023
     VBR67,195$12,093 12/31/2023
Whitaker Myers Wealth Managers LTD.62,825$12,055 03/31/2024
     VBR62,825$12,055 03/31/2024
HTLF Bank62,329$11,960 03/31/2024
     VBR62,329$11,960 03/31/2024
Private Portfolio Partners LLC66,077$11,892 12/31/2023
     VBR66,077$11,892 12/31/2023
Wharton Business Group LLC65,411$11,772 12/31/2023
     VBR65,411$11,772 12/31/2023
Ellevest Inc.65,003$11,699 12/31/2023
     VBR65,003$11,699 12/31/2023
Bishop & Co Investment Management LLC60,688$11,645 03/31/2024
     VBR60,688$11,645 03/31/2024
Tradition Wealth Management LLC64,165$11,548 12/31/2023
     VBR64,165$11,548 12/31/2023
Congress Wealth Management LLC DE 60,127$11,537 03/31/2024
     VBR60,127$11,537 03/31/2024
Strategic Investment Advisors MI59,269$11,373 03/31/2024
     VBR59,269$11,373 03/31/2024
Praetorian Wealth Management Inc.59,240$11,367 03/31/2024
     VBR59,240$11,367 03/31/2024
Traveka Wealth LLC58,580$11,240 03/31/2024
     VBR58,580$11,240 03/31/2024
BancFirst Trust & Investment Management58,403$11,206 03/31/2024
     VBR58,403$11,206 03/31/2024
Kavar Capital Partners Group LLC61,590$11,084 12/31/2023
     VBR61,590$11,084 12/31/2023
Moser Wealth Advisors LLC59,754$10,754 12/31/2023
     VBR59,754$10,754 12/31/2023
Fee Only Financial Planning L.C.55,822$10,711 03/31/2024
     VBR55,822$10,711 03/31/2024
D.A. Davidson & CO.59,277$10,668 12/31/2023
     VBR59,277$10,668 12/31/2023
Cambria Investment Management L.P.58,872$10,595 12/31/2023
     VBR58,872$10,595 12/31/2023
Cherry Tree Wealth Management LLC58,536$10,535 12/31/2023
     VBR58,536$10,535 12/31/2023
Highland Capital Management LLC58,328$10,497 12/31/2023
     VBR58,328$10,497 12/31/2023
Capital Advisors Wealth Management LLC53,495$10,265 03/31/2024
     VBR53,495$10,265 03/31/2024
Blair William & Co. IL56,932$10,246 12/31/2023
     VBR56,932$10,246 12/31/2023
OLD National Bancorp IN52,534$10,080 03/31/2024
     VBR52,534$10,080 03/31/2024
Steward Partners Investment Advisory LLC55,292$9,951 12/31/2023
     VBR55,292$9,951 12/31/2023
Prime Capital Investment Advisors LLC54,286$9,770 12/31/2023
     VBR54,286$9,770 12/31/2023
Presilium Private Wealth LLC54,203$9,755 12/31/2023
     VBR54,203$9,755 12/31/2023
Relyea Zuckerberg Hanson LLC50,760$9,740 03/31/2024
     VBR50,760$9,740 03/31/2024
Pensionmark Financial Group LLC53,819$9,686 12/31/2023
     VBR53,819$9,686 12/31/2023
Steele Capital Management Inc.50,047$9,603 03/31/2024
     VBR50,047$9,603 03/31/2024
Goodwin Investment Advisory53,314$9,595 12/31/2023
     VBR53,314$9,595 12/31/2023
Advisory Services Network LLC52,787$9,500 12/31/2023
     VBR52,787$9,500 12/31/2023
Relative Value Partners Group LLC52,025$9,363 12/31/2023
     VBR52,025$9,363 12/31/2023
M&T Bank Corp51,941$9,348 12/31/2023
     VBR51,941$9,348 12/31/2023
Cardiff Park Advisors LLC51,501$9,269 12/31/2023
     VBR51,501$9,269 12/31/2023
Taylor Cottrill Erickson & Associates Inc.51,093$9,195 12/31/2023
     VBR51,093$9,195 12/31/2023
Annapolis Financial Services LLC47,391$9,093 03/31/2024
     VBR47,391$9,093 03/31/2024
Massmutual Trust Co. FSB ADV47,339$9,083 03/31/2024
     VBR47,339$9,083 03/31/2024
CWM LLC46,944$9,008 03/31/2024
     VBR46,944$9,008 03/31/2024
Cornerstone Wealth Management LLC46,933$9,005 03/31/2024
     VBR46,933$9,005 03/31/2024
Compass Ion Advisors LLC46,807$8,981 03/31/2024
     VBR46,807$8,981 03/31/2024
Baltimore Washington Financial Advisors Inc.49,506$8,910 12/31/2023
     VBR49,506$8,910 12/31/2023
Facet Wealth Inc.50,557$8,868 12/31/2023
     VBR50,557$8,868 12/31/2023
First Ascent Asset Management LLC49,223$8,859 12/31/2023
     VBR49,223$8,859 12/31/2023
Bradley Foster & Sargent Inc. CT48,862$8,794 12/31/2023
     VBR48,862$8,794 12/31/2023
HB Wealth Management LLC48,687$8,762 12/31/2023
     VBR48,687$8,762 12/31/2023
Iron Horse Wealth Management LLC45,530$8,736 03/31/2024
     VBR45,530$8,736 03/31/2024
SWAN Capital LLC47,741$8,592 12/31/2023
     VBR47,741$8,592 12/31/2023
Family Wealth Partners LLC44,618$8,561 03/31/2024
     VBR44,618$8,561 03/31/2024
Collective Family Office LLC44,262$8,493 03/31/2024
     VBR44,262$8,493 03/31/2024
Concurrent Investment Advisors LLC46,666$8,398 12/31/2023
     VBR46,666$8,398 12/31/2023
Forum Financial Management LP46,157$8,307 12/31/2023
     VBR46,157$8,307 12/31/2023
Clayton Financial Group LLC44,518$8,012 12/31/2023
     VBR44,518$8,012 12/31/2023
Merit Financial Group LLC44,240$7,962 12/31/2023
     VBR44,240$7,962 12/31/2023
Ifrah Financial Services Inc.44,114$7,939 12/31/2023
     VBR44,114$7,939 12/31/2023
Trust Point Inc.41,313$7,927 03/31/2024
     VBR41,313$7,927 03/31/2024
Etfidea LLC43,809$7,884 12/31/2023
     VBR43,809$7,884 12/31/2023
Morningstar Investment Services LLC43,193$7,859 12/31/2023
     VBR43,193$7,859 12/31/2023
Fifth Third Securities Inc.40,922$7,852 03/31/2024
     VBR40,922$7,852 03/31/2024
First Horizon Advisors Inc.40,562$7,783 03/31/2024
     VBR40,562$7,783 03/31/2024
Sage Financial Group Inc.42,401$7,631 12/31/2023
     VBR42,401$7,631 12/31/2023
PrairieView Partners LLC42,326$7,617 12/31/2023
     VBR42,326$7,617 12/31/2023
Firestone Capital Management42,109$7,578 12/31/2023
     VBR42,109$7,578 12/31/2023
Farther Finance Advisors LLC41,883$7,538 12/31/2023
     VBR41,883$7,538 12/31/2023
Perigon Wealth Management LLC41,635$7,493 12/31/2023
     VBR41,635$7,493 12/31/2023
Quent Capital LLC40,942$7,368 12/31/2023
     VBR40,942$7,368 12/31/2023
One Degree Advisors Inc42,122$7,356 12/31/2023
     VBR42,122$7,356 12/31/2023
Jmac Enterprises LLC40,828$7,348 12/31/2023
     VBR40,828$7,348 12/31/2023
Nicholas Hoffman & Company LLC.38,198$7,330 03/31/2024
     VBR38,198$7,330 03/31/2024
Sterling Wealth Management Inc.40,532$7,295 12/31/2023
     VBR40,532$7,295 12/31/2023
Atlas Capital Advisors LLC37,971$7,286 03/31/2024
     VBR37,971$7,286 03/31/2024
OLIO Financial Planning39,904$7,260 03/31/2024
     VBR39,904$7,260 03/31/2024
Financial Counselors Inc.40,241$7,242 12/31/2023
     VBR40,241$7,242 12/31/2023
Parallel Advisors LLC40,124$7,221 12/31/2023
     VBR40,124$7,221 12/31/2023
Invst LLC40,941$7,182 12/31/2023
     VBR40,941$7,182 12/31/2023
Performa Ltd US LLC39,786$7,160 12/31/2023
     VBR39,786$7,160 12/31/2023
Fortis Capital Management LLC39,767$7,157 12/31/2023
     VBR39,767$7,157 12/31/2023
Hoylecohen LLC39,681$7,141 12/31/2023
     VBR39,681$7,141 12/31/2023
Courier Capital LLC36,797$7,061 03/31/2024
     VBR36,797$7,061 03/31/2024
Glovista Investments LLC38,816$6,987 12/31/2023
     VBR38,816$6,987 12/31/2023
AGF Management Ltd.38,815$6,986 12/31/2023
     VBR38,815$6,986 12/31/2023
Tacita Capital Inc38,731$6,970 12/31/2023
     VBR38,731$6,970 12/31/2023
Brown Advisory Inc.36,179$6,942 03/31/2024
     VBR36,179$6,942 03/31/2024
Spectrum Investment Advisors Inc.38,196$6,874 12/31/2023
     VBR38,196$6,874 12/31/2023
Silvia Mccoll Wealth Management LLC37,098$6,845 03/31/2024
     VBR37,098$6,845 03/31/2024
Alliancebernstein L.P.38,011$6,841 12/31/2023
     VBR38,011$6,841 12/31/2023
Cornerstone Wealth Advisors Inc.35,588$6,829 03/31/2024
     VBR35,588$6,829 03/31/2024
Cornerstone Management Inc.37,155$6,687 12/31/2023
     VBR37,155$6,687 12/31/2023
Arbor Wealth Advisors LLC34,771$6,672 03/31/2024
     VBR34,771$6,672 03/31/2024
American Investment Services Inc.36,985$6,656 12/31/2023
     VBR36,985$6,656 12/31/2023
RTD Financial Advisors Inc.34,532$6,626 03/31/2024
     VBR34,532$6,626 03/31/2024
Spinnaker Trust36,712$6,607 12/31/2023
     VBR36,712$6,607 12/31/2023
Noble Family Wealth LLC34,311$6,584 03/31/2024
     VBR34,311$6,584 03/31/2024
EP Wealth Advisors LLC36,380$6,547 12/31/2023
     VBR36,380$6,547 12/31/2023
Ashton Thomas Private Wealth LLC33,383$6,406 03/31/2024
     VBR33,383$6,406 03/31/2024
First Manhattan Co.35,128$6,323 12/31/2023
     VBR35,128$6,323 12/31/2023
Towerpoint Wealth LLC32,874$6,308 03/31/2024
     VBR32,874$6,308 03/31/2024
Granby Capital Management LLC35,000$6,299 12/31/2023
     VBR35,000$6,299 12/31/2023
National Asset Management Inc.34,512$6,211 12/31/2023
     VBR34,512$6,211 12/31/2023
DAVENPORT & Co LLC34,406$6,192 12/31/2023
     VBR34,406$6,192 12/31/2023
Quotient Wealth Partners LLC33,875$6,097 12/31/2023
     VBR33,875$6,097 12/31/2023
MorganRosel Wealth Management LLC31,693$6,081 03/31/2024
     VBR31,693$6,081 03/31/2024
Archford Capital Strategies LLC31,551$6,054 03/31/2024
     VBR31,551$6,054 03/31/2024
Van Cleef Asset Management Inc33,464$6,022 12/31/2023
     VBR33,464$6,022 12/31/2023
STA Wealth Management LLC33,282$5,990 12/31/2023
     VBR33,282$5,990 12/31/2023
Joel Isaacson & Co. LLC33,209$5,977 12/31/2023
     VBR33,209$5,977 12/31/2023
Shufro Rose & Co. LLC32,931$5,927 12/31/2023
     VBR32,931$5,927 12/31/2023
Tortoise Investment Management LLC32,858$5,913 12/31/2023
     VBR32,858$5,913 12/31/2023
Leeward Financial Partners LLC30,796$5,909 03/31/2024
     VBR30,796$5,909 03/31/2024
First American Trust FSB32,669$5,880 12/31/2023
     VBR32,669$5,880 12/31/2023
Goepper Burkhardt LLC32,859$5,864 12/31/2023
     VBR32,859$5,864 12/31/2023
Innealta Capital LLC32,455$5,841 12/31/2023
     VBR32,455$5,841 12/31/2023
Victory Financial Group LLC32,408$5,832 12/31/2023
     VBR32,408$5,832 12/31/2023
White Lighthouse Investment Management Inc.31,676$5,701 12/31/2023
     VBR31,676$5,701 12/31/2023
Kestra Private Wealth Services LLC31,630$5,692 12/31/2023
     VBR31,630$5,692 12/31/2023
Pure Financial Advisors Inc.29,661$5,691 03/31/2024
     VBR29,661$5,691 03/31/2024
Cetera Advisors LLC31,465$5,663 12/31/2023
     VBR31,465$5,663 12/31/2023
Farmers & Merchants Trust Co of Chambersburg PA29,509$5,662 03/31/2024
     VBR29,509$5,662 03/31/2024
Mission Creek Capital Partners Inc.31,408$5,653 12/31/2023
     VBR31,408$5,653 12/31/2023
Black Diamond Financial LLC31,341$5,641 12/31/2023
     VBR31,341$5,641 12/31/2023
CVA Family Office LLC29,395$5,640 03/31/2024
     VBR29,395$5,640 03/31/2024
Pinnacle Financial Partners Inc.31,079$5,593 12/31/2023
     VBR31,079$5,593 12/31/2023
Chemistry Wealth Management LLC29,049$5,574 03/31/2024
     VBR29,049$5,574 03/31/2024
Gpwm LLC28,978$5,560 03/31/2024
     VBR28,978$5,560 03/31/2024
James Investment Research Inc.30,672$5,520 12/31/2023
     VBR30,672$5,520 12/31/2023
Chicago Partners Investment Group LLC30,007$5,490 03/31/2024
     VBR30,007$5,490 03/31/2024
Cornerstone Advisory LLC30,457$5,481 12/31/2023
     VBR30,457$5,481 12/31/2023
Rockbridge Investment Management LCC30,412$5,473 12/31/2023
     VBR30,412$5,473 12/31/2023
Monograph Wealth Advisors LLC30,377$5,467 12/31/2023
     VBR30,377$5,467 12/31/2023
Stone Point Wealth LLC30,364$5,465 12/31/2023
     VBR30,364$5,465 12/31/2023
Garrett Investment Advisors LLC28,296$5,429 03/31/2024
     VBR28,296$5,429 03/31/2024
Hyperion Partners LLC27,947$5,362 03/31/2024
     VBR27,947$5,362 03/31/2024
RFG Advisory LLC27,791$5,333 03/31/2024
     VBR27,791$5,333 03/31/2024
Valeo Financial Advisors LLC27,552$5,287 03/31/2024
     VBR27,552$5,287 03/31/2024
Mayport LLC27,515$5,280 03/31/2024
     VBR27,515$5,280 03/31/2024
Bangor Savings Bank26,722$5,127 03/31/2024
     VBR26,722$5,127 03/31/2024
Ackerman Capital Advisors LLC26,419$5,069 03/31/2024
     VBR26,419$5,069 03/31/2024
Mainsail Asset Management LLC26,294$5,045 03/31/2024
     VBR26,294$5,045 03/31/2024
Vanguard Group Inc.27,589$4,965 12/31/2023
     VBR27,589$4,965 12/31/2023
Lam Group Inc.25,805$4,951 03/31/2024
     VBR25,805$4,951 03/31/2024
FDx Advisors Inc.27,488$4,947 12/31/2023
     VBR27,488$4,947 12/31/2023
Tenret Co LLC25,749$4,941 03/31/2024
     VBR25,749$4,941 03/31/2024
MAI Capital Management26,933$4,847 12/31/2023
     VBR26,933$4,847 12/31/2023
Ausdal Financial Partners Inc.25,194$4,834 03/31/2024
     VBR25,194$4,834 03/31/2024
TFB Advisors LLC26,803$4,824 12/31/2023
     VBR26,803$4,824 12/31/2023
Aspire Wealth Management Corp26,751$4,814 12/31/2023
     VBR26,751$4,814 12/31/2023
Mosaic Family Wealth Partners LLC26,666$4,799 12/31/2023
     VBR26,666$4,799 12/31/2023
Raymond James Trust N.A.24,808$4,760 03/31/2024
     VBR24,808$4,760 03/31/2024
Manchester Capital Management LLC26,442$4,759 12/31/2023
     VBR26,442$4,759 12/31/2023
CX Institutional24,565$4,714 03/31/2024
     VBR24,565$4,714 03/31/2024
Sharper & Granite LLC25,049$4,700 03/31/2024
     VBR25,049$4,700 03/31/2024
Lutz Financial Services LLC25,819$4,647 12/31/2023
     VBR25,819$4,647 12/31/2023
Bromfield Sneider Wealth Advisors24,104$4,625 03/31/2024
     VBR24,104$4,625 03/31/2024
Ameritas Advisory Services LLC25,529$4,601 12/31/2023
     VBR25,529$4,601 12/31/2023
Ervin Investment Management LLC23,910$4,588 03/31/2024
     VBR23,910$4,588 03/31/2024
Honkamp Krueger Financial Services Inc.25,350$4,562 12/31/2023
     VBR25,350$4,562 12/31/2023
Foster & Motley Inc.23,657$4,539 03/31/2024
     VBR23,657$4,539 03/31/2024
Brandywine Oak Private Wealth LLC25,010$4,501 12/31/2023
     VBR25,010$4,501 12/31/2023
Lansing Street Advisors24,983$4,496 12/31/2023
     VBR24,983$4,496 12/31/2023
General Partner Inc.23,400$4,490 03/31/2024
     VBR23,400$4,490 03/31/2024
IHT Wealth Management LLC24,810$4,465 12/31/2023
     VBR24,810$4,465 12/31/2023
Glass Jacobson Investment Advisors llc23,262$4,463 03/31/2024
     VBR23,262$4,463 03/31/2024
Community Financial Services Group LLC23,184$4,449 03/31/2024
     VBR23,184$4,449 03/31/2024
SNS Financial Group LLC23,095$4,431 03/31/2024
     VBR23,095$4,431 03/31/2024
Windham Capital Management LLC24,615$4,430 12/31/2023
     VBR24,615$4,430 12/31/2023
Brighton Jones LLC24,576$4,423 12/31/2023
     VBR24,576$4,423 12/31/2023
Kathleen S. Wright Associates Inc.23,097$4,419 03/31/2024
     VBR23,097$4,419 03/31/2024
Advisors Capital Management LLC24,456$4,401 12/31/2023
     VBR24,456$4,401 12/31/2023
Wealthfront Advisers LLC22,833$4,381 03/31/2024
     VBR22,833$4,381 03/31/2024
Bay Rivers Group22,679$4,352 03/31/2024
     VBR22,679$4,352 03/31/2024
Sageworth Trust Co22,409$4,300 03/31/2024
     VBR22,409$4,300 03/31/2024
Mainsail Financial Group LLC22,396$4,297 03/31/2024
     VBR22,396$4,297 03/31/2024
Willis Investment Counsel22,354$4,289 03/31/2024
     VBR22,354$4,289 03/31/2024
Avenue 1 Advisors LLC22,270$4,273 03/31/2024
     VBR22,270$4,273 03/31/2024
Nwam LLC23,674$4,261 12/31/2023
     VBR23,674$4,261 12/31/2023
SRS Capital Advisors Inc.23,636$4,254 12/31/2023
     VBR23,636$4,254 12/31/2023
Whittier Trust Co.23,532$4,235 12/31/2023
     VBR23,532$4,235 12/31/2023
Theory Financial LLC23,255$4,185 12/31/2023
     VBR23,255$4,185 12/31/2023
Alpha Omega Wealth Management LLC21,748$4,173 03/31/2024
     VBR21,748$4,173 03/31/2024
Everhart Financial Group Inc.23,160$4,168 12/31/2023
     VBR23,160$4,168 12/31/2023
Northern Trust Corp22,964$4,133 12/31/2023
     VBR22,964$4,133 12/31/2023
Regions Financial Corp21,397$4,106 03/31/2024
     VBR21,397$4,106 03/31/2024
Signet Financial Management LLC21,398$4,106 03/31/2024
     VBR21,398$4,106 03/31/2024
Axiom Advisory LLC21,202$4,068 03/31/2024
     VBR21,202$4,068 03/31/2024
UMB Bank N A MO21,047$4,038 03/31/2024
     VBR21,047$4,038 03/31/2024
Citigroup Inc.22,396$4,031 12/31/2023
     VBR22,396$4,031 12/31/2023
B&D White Capital Company LLC22,335$4,020 12/31/2023
     VBR22,335$4,020 12/31/2023
J.W. Cole Advisors Inc.22,197$3,995 12/31/2023
     VBR22,197$3,995 12/31/2023
Commerce Bank21,677$3,901 12/31/2023
     VBR21,677$3,901 12/31/2023
Beaumont Asset Management L.L.C.21,601$3,887 12/31/2023
     VBR21,601$3,887 12/31/2023
Northeast Financial Consultants Inc21,576$3,883 12/31/2023
     VBR21,576$3,883 12/31/2023
NBT Bank N A NY20,183$3,873 03/31/2024
     VBR20,183$3,873 03/31/2024
Falcon Wealth Planning19,821$3,803 03/31/2024
     VBR19,821$3,803 03/31/2024
E&G Advisors LP19,807$3,797 03/31/2024
     VBR19,807$3,797 03/31/2024
IFP Advisors Inc20,925$3,766 12/31/2023
     VBR20,925$3,766 12/31/2023
Barry Investment Advisors LLC19,496$3,741 03/31/2024
     VBR19,496$3,741 03/31/2024
Financial Advocates Investment Management20,769$3,738 12/31/2023
     VBR20,769$3,738 12/31/2023
Integrity Wealth Solutions LLC19,475$3,737 03/31/2024
     VBR19,475$3,737 03/31/2024
RF&L Wealth Management LLC20,747$3,734 12/31/2023
     VBR20,747$3,734 12/31/2023
Millennium Management LLC20,681$3,722 12/31/2023
     VBR20,681$3,722 12/31/2023
InterOcean Capital Group LLC20,623$3,712 12/31/2023
     VBR20,623$3,712 12/31/2023
Truepoint Inc.20,596$3,707 12/31/2023
     VBR20,596$3,707 12/31/2023
CENTRAL TRUST Co19,187$3,682 03/31/2024
     VBR19,187$3,682 03/31/2024
Stokes Family Office LLC20,080$3,614 12/31/2023
     VBR20,080$3,614 12/31/2023
O Connor Financial Group LLC18,706$3,589 03/31/2024
     VBR18,706$3,589 03/31/2024
Cranbrook Wealth Management LLC18,638$3,576 03/31/2024
     VBR18,638$3,576 03/31/2024
Trustmark National Bank Trust Department19,807$3,565 12/31/2023
     VBR19,807$3,565 12/31/2023
Sowell Financial Services LLC19,672$3,540 12/31/2023
     VBR19,672$3,540 12/31/2023
Spire Wealth Management18,404$3,531 03/31/2024
     VBR18,404$3,531 03/31/2024
Index Fund Advisors Inc.19,619$3,531 12/31/2023
     VBR19,619$3,531 12/31/2023
LS Investment Advisors LLC19,454$3,501 12/31/2023
     VBR19,454$3,501 12/31/2023
Resources Investment Advisors LLC.19,359$3,484 12/31/2023
     VBR19,359$3,484 12/31/2023
Evergreen Wealth Management LLC19,288$3,471 12/31/2023
     VBR19,288$3,471 12/31/2023
Wealthcare Advisory Partners LLC18,073$3,468 03/31/2024
     VBR18,073$3,468 03/31/2024
Tocqueville Asset Management L.P.19,195$3,454 12/31/2023
     VBR19,195$3,454 12/31/2023
PFG Advisors19,119$3,441 12/31/2023
     VBR19,119$3,441 12/31/2023
TriaGen Wealth Management LLC17,904$3,435 03/31/2024
     VBR17,904$3,435 03/31/2024
Prospera Financial Services Inc18,957$3,412 12/31/2023
     VBR18,957$3,412 12/31/2023
Essex Financial Services Inc.17,587$3,375 03/31/2024
     VBR17,587$3,375 03/31/2024
Greenhouse Wealth Management LLC17,463$3,351 03/31/2024
     VBR17,463$3,351 03/31/2024
McKinley Carter Wealth Services Inc.17,449$3,348 03/31/2024
     VBR17,449$3,348 03/31/2024
CWA Asset Management Group LLC18,391$3,310 12/31/2023
     VBR18,391$3,310 12/31/2023
Envestnet Portfolio Solutions Inc.18,309$3,295 12/31/2023
     VBR18,309$3,295 12/31/2023
BIP Wealth LLC18,208$3,277 12/31/2023
     VBR18,208$3,277 12/31/2023
Pittenger & Anderson Inc.18,145$3,266 12/31/2023
     VBR18,145$3,266 12/31/2023
Northwest Wealth Management LLC17,778$3,200 12/31/2023
     VBR17,778$3,200 12/31/2023
Pinnacle Financial Group LLC IL17,778$3,200 12/31/2023
     VBR17,778$3,200 12/31/2023
3Chopt Investment Partners LLC17,751$3,195 12/31/2023
     VBR17,751$3,195 12/31/2023
Vickerman Investment Advisors Inc.17,721$3,189 12/31/2023
     VBR17,721$3,189 12/31/2023
Arkadios Wealth Advisors17,669$3,180 12/31/2023
     VBR17,669$3,180 12/31/2023
Financial Advisory Service Inc.17,623$3,172 12/31/2023
     VBR17,623$3,172 12/31/2023
CSM Advisors LLC17,434$3,140 12/31/2023
     VBR17,434$3,140 12/31/2023
Warner Financial Inc.16,361$3,139 03/31/2024
     VBR16,361$3,139 03/31/2024
Independent Advisor Alliance18,449$3,133 12/31/2023
     VBR18,449$3,133 12/31/2023
AdvisorNet Financial Inc16,221$3,113 03/31/2024
     VBR16,221$3,113 03/31/2024
WealthShield Partners LLC17,165$3,089 12/31/2023
     VBR17,165$3,089 12/31/2023
Forza Wealth Management LLC16,053$3,080 03/31/2024
     VBR16,053$3,080 03/31/2024
Wolff Financial Management LLC15,912$3,053 03/31/2024
     VBR15,912$3,053 03/31/2024
Scotia Capital Inc.16,707$3,007 12/31/2023
     VBR16,707$3,007 12/31/2023
Evergreen Private Wealth LLC15,655$3,004 03/31/2024
     VBR15,655$3,004 03/31/2024
Echo45 Advisors LLC15,604$2,994 03/31/2024
     VBR15,604$2,994 03/31/2024
FinTrust Capital Advisors LLC16,627$2,992 12/31/2023
     VBR16,627$2,992 12/31/2023
NewEdge Wealth LLC16,602$2,988 12/31/2023
     VBR16,602$2,988 12/31/2023
Wedmont Private Capital15,802$2,986 03/31/2024
     VBR15,802$2,986 03/31/2024
Heartwood Wealth Advisors LLC15,528$2,980 03/31/2024
     VBR15,528$2,980 03/31/2024
Cedar Brook Financial Partners LLC15,471$2,969 03/31/2024
     VBR15,471$2,969 03/31/2024
Zeit Capital LLC16,274$2,929 12/31/2023
     VBR16,274$2,929 12/31/2023
Werba Rubin Papier Wealth Management16,200$2,915 12/31/2023
     VBR16,200$2,915 12/31/2023
Marble Harbor Investment Counsel LLC16,176$2,911 12/31/2023
     VBR16,176$2,911 12/31/2023
Pathway Financial Advisors LLC15,055$2,889 03/31/2024
     VBR15,055$2,889 03/31/2024
SOA Wealth Advisors LLC.15,037$2,885 03/31/2024
     VBR15,037$2,885 03/31/2024
Hyman Charles D16,030$2,885 12/31/2023
     VBR16,030$2,885 12/31/2023
Principal Securities Inc.15,977$2,875 12/31/2023
     VBR15,977$2,875 12/31/2023
Roof Eidam & Maycock ADV15,975$2,875 12/31/2023
     VBR15,975$2,875 12/31/2023
CJM Wealth Advisers Ltd.14,932$2,865 03/31/2024
     VBR14,932$2,865 03/31/2024
IFG Advisory LLC15,682$2,822 12/31/2023
     VBR15,682$2,822 12/31/2023
Wells Trecaso Financial Group LLC14,703$2,821 03/31/2024
     VBR14,703$2,821 03/31/2024
Townsquare Capital LLC15,641$2,815 12/31/2023
     VBR15,641$2,815 12/31/2023
Tritonpoint Wealth LLC14,666$2,814 03/31/2024
     VBR14,666$2,814 03/31/2024
Nikulski Financial Inc.14,647$2,810 03/31/2024
     VBR14,647$2,810 03/31/2024
SILVER OAK SECURITIES Inc15,504$2,790 12/31/2023
     VBR15,504$2,790 12/31/2023
Simmons Bank15,445$2,779 12/31/2023
     VBR15,445$2,779 12/31/2023
Landmark Wealth Management LLC14,443$2,771 03/31/2024
     VBR14,443$2,771 03/31/2024
SlateStone Wealth LLC14,262$2,737 03/31/2024
     VBR14,262$2,737 03/31/2024
Access Investment Management LLC15,000$2,700 12/31/2023
     VBR15,000$2,700 12/31/2023
Eclectic Associates Inc. ADV14,056$2,697 03/31/2024
     VBR14,056$2,697 03/31/2024
Cahill Financial Advisors Inc.14,981$2,696 12/31/2023
     VBR14,981$2,696 12/31/2023
Walkner Condon Financial Advisors LLC13,808$2,649 03/31/2024
     VBR13,808$2,649 03/31/2024
Financial Freedom LLC13,584$2,607 03/31/2024
     VBR13,584$2,607 03/31/2024
Paulson Wealth Management Inc.14,480$2,606 12/31/2023
     VBR14,480$2,606 12/31/2023
Linscomb & Williams Inc.14,452$2,601 12/31/2023
     VBR14,452$2,601 12/31/2023
EverSource Wealth Advisors LLC14,305$2,574 12/31/2023
     VBR14,305$2,574 12/31/2023
Corrigan Financial Inc.13,375$2,566 03/31/2024
     VBR13,375$2,566 03/31/2024
Waypoint Capital Advisors LLC14,232$2,561 12/31/2023
     VBR14,232$2,561 12/31/2023
Capital Performance Advisors LLP13,312$2,554 03/31/2024
     VBR13,312$2,554 03/31/2024
Lokken Investment Group LLC14,173$2,551 12/31/2023
     VBR14,173$2,551 12/31/2023
Integrated Wealth Concepts LLC13,993$2,518 12/31/2023
     VBR13,993$2,518 12/31/2023
Stratos Wealth Partners LTD.13,114$2,516 03/31/2024
     VBR13,114$2,516 03/31/2024
Vawter Financial Ltd.13,933$2,508 12/31/2023
     VBR13,933$2,508 12/31/2023
Maryland Capital Advisors Inc.12,941$2,483 03/31/2024
     VBR12,941$2,483 03/31/2024
Center For Asset Management LLC12,714$2,440 03/31/2024
     VBR12,714$2,440 03/31/2024
Miracle Mile Advisors LLC12,662$2,430 03/31/2024
     VBR12,662$2,430 03/31/2024
Leavell Investment Management Inc.12,632$2,424 03/31/2024
     VBR12,632$2,424 03/31/2024
WP Advisors LLC13,399$2,411 12/31/2023
     VBR13,399$2,411 12/31/2023
Culbertson A N & Co. Inc.13,209$2,377 12/31/2023
     VBR13,209$2,377 12/31/2023
We Are One Seven LLC13,207$2,377 12/31/2023
     VBR13,207$2,377 12/31/2023
Keybank National Association OH13,139$2,365 12/31/2023
     VBR13,139$2,365 12/31/2023
Coldstream Capital Management Inc.13,131$2,363 12/31/2023
     VBR13,131$2,363 12/31/2023
Rebalance LLC12,305$2,361 03/31/2024
     VBR12,305$2,361 03/31/2024
Cypress Capital LLC13,077$2,353 12/31/2023
     VBR13,077$2,353 12/31/2023
Sterling Financial Planning Inc.13,052$2,349 12/31/2023
     VBR13,052$2,349 12/31/2023
Brandes Investment Partners LP12,979$2,336 12/31/2023
     VBR12,979$2,336 12/31/2023
Financial Advisors Network Inc.12,980$2,336 12/31/2023
     VBR12,980$2,336 12/31/2023
Acropolis Investment Management LLC12,151$2,332 03/31/2024
     VBR12,151$2,332 03/31/2024
South State CORP.12,959$2,332 12/31/2023
     VBR12,959$2,332 12/31/2023
Richard P Slaughter Associates Inc12,132$2,328 03/31/2024
     VBR12,132$2,328 03/31/2024
Roberts Glore & Co. Inc. IL12,920$2,325 12/31/2023
     VBR12,920$2,325 12/31/2023
Diversified Portfolios Inc.12,850$2,313 12/31/2023
     VBR12,850$2,313 12/31/2023
Geneos Wealth Management Inc.12,833$2,310 12/31/2023
     VBR12,833$2,310 12/31/2023
Change Path LLC12,789$2,302 12/31/2023
     VBR12,789$2,302 12/31/2023
MAS Advisors LLC12,791$2,302 12/31/2023
     VBR12,791$2,302 12/31/2023
Centered Wealth LLC dba Miller Equity Capital Advisors12,688$2,283 12/31/2023
     VBR12,688$2,283 12/31/2023
North Star Investment Management Corp.12,536$2,256 12/31/2023
     VBR12,536$2,256 12/31/2023
Patriot Investment Management Inc.11,747$2,254 03/31/2024
     VBR11,747$2,254 03/31/2024
Alhambra Investment Partners LLC11,747$2,254 03/31/2024
     VBR11,747$2,254 03/31/2024
Brookstone Capital Management11,727$2,250 03/31/2024
     VBR11,727$2,250 03/31/2024
Acorn Financial Advisory Services Inc. ADV12,508$2,247 12/31/2023
     VBR12,508$2,247 12/31/2023
O ROURKE & COMPANY Inc11,684$2,242 03/31/2024
     VBR11,684$2,242 03/31/2024
Cambridge Associates LLC MA ADV12,423$2,236 12/31/2023
     VBR12,423$2,236 12/31/2023
Blue Barn Wealth LLC12,345$2,222 12/31/2023
     VBR12,345$2,222 12/31/2023
AMG National Trust Bank12,220$2,199 12/31/2023
     VBR12,220$2,199 12/31/2023
Kraft Davis & Associates LLC12,351$2,199 12/31/2023
     VBR12,351$2,199 12/31/2023
Sage Mountain Advisors LLC11,456$2,198 03/31/2024
     VBR11,456$2,198 03/31/2024
Vance Wealth Inc.12,184$2,193 12/31/2023
     VBR12,184$2,193 12/31/2023
Creative Financial Designs Inc. ADV11,921$2,145 12/31/2023
     VBR11,921$2,145 12/31/2023
Brown Wealth Management LLC11,815$2,126 12/31/2023
     VBR11,815$2,126 12/31/2023
Gotham Asset Management LLC11,740$2,113 12/31/2023
     VBR11,740$2,113 12/31/2023
Windward Private Wealth Management Inc.11,704$2,106 12/31/2023
     VBR11,704$2,106 12/31/2023
Wilbanks Smith & Thomas Asset Management LLC11,595$2,087 12/31/2023
     VBR11,595$2,087 12/31/2023
Ascent Group LLC11,526$2,085 12/31/2023
     VBR11,526$2,085 12/31/2023
Capital Analysts LLC11,496$2,069 12/31/2023
     VBR11,496$2,069 12/31/2023
First United Bank Trust11,481$2,066 12/31/2023
     VBR11,481$2,066 12/31/2023
WealthCare Investment Partners LLC10,764$2,065 03/31/2024
     VBR10,764$2,065 03/31/2024
NorthLanding Financial Partners LLC11,275$2,029 12/31/2023
     VBR11,275$2,029 12/31/2023
Telos Capital Management Inc.10,552$2,025 03/31/2024
     VBR10,552$2,025 03/31/2024
Asset Dedication LLC10,529$2,019 03/31/2024
     VBR10,529$2,019 03/31/2024
Wesbanco Bank Inc.10,498$2,014 03/31/2024
     VBR10,498$2,014 03/31/2024
Plancorp LLC11,117$2,001 12/31/2023
     VBR11,117$2,001 12/31/2023
Associated Banc Corp11,048$1,988 12/31/2023
     VBR11,048$1,988 12/31/2023
Verity Asset Management Inc.11,046$1,988 12/31/2023
     VBR11,046$1,988 12/31/2023
Riversedge Advisors LLC10,974$1,975 12/31/2023
     VBR10,974$1,975 12/31/2023
City State Bank10,259$1,968 03/31/2024
     VBR10,259$1,968 03/31/2024
Columbus Macro LLC10,223$1,962 03/31/2024
     VBR10,223$1,962 03/31/2024
Newton One Investments LLC10,209$1,959 03/31/2024
     VBR10,209$1,959 03/31/2024
Beaird Harris Wealth Management LLC10,847$1,952 12/31/2023
     VBR10,847$1,952 12/31/2023
Midwest Financial Group LLC10,158$1,949 03/31/2024
     VBR10,158$1,949 03/31/2024
WCG Wealth Advisors LLC10,827$1,949 12/31/2023
     VBR10,827$1,949 12/31/2023
Shayne & CO. LLC10,822$1,948 12/31/2023
     VBR10,822$1,948 12/31/2023
Family Legacy Inc.10,119$1,942 03/31/2024
     VBR10,119$1,942 03/31/2024
Kraft Asset Management LLC10,721$1,929 12/31/2023
     VBR10,721$1,929 12/31/2023
Evanson Asset Management LLC10,047$1,928 03/31/2024
     VBR10,047$1,928 03/31/2024
BTC Capital Management Inc.10,025$1,924 03/31/2024
     VBR10,025$1,924 03/31/2024
Roundview Capital LLC10,685$1,923 12/31/2023
     VBR10,685$1,923 12/31/2023
Probity Advisors Inc.10,678$1,922 12/31/2023
     VBR10,678$1,922 12/31/2023
180 Wealth Advisors LLC9,974$1,914 03/31/2024
     VBR9,974$1,914 03/31/2024
Duncker Streett & Co. Inc.9,965$1,912 03/31/2024
     VBR9,965$1,912 03/31/2024
Regal Investment Advisors LLC10,607$1,909 12/31/2023
     VBR10,607$1,909 12/31/2023
Cary Street Partners Investment Advisory LLC10,606$1,909 12/31/2023
     VBR10,606$1,909 12/31/2023
Magnus Financial Group LLC10,597$1,907 12/31/2023
     VBR10,597$1,907 12/31/2023
Mustard Seed Financial LLC9,807$1,882 03/31/2024
     VBR9,807$1,882 03/31/2024
MB Generational Wealth LLC10,346$1,862 12/31/2023
     VBR10,346$1,862 12/31/2023
ProVise Management Group LLC10,286$1,851 12/31/2023
     VBR10,286$1,851 12/31/2023
Cooksen Wealth LLC9,635$1,849 03/31/2024
     VBR9,635$1,849 03/31/2024
Harbour Investments Inc.10,257$1,846 12/31/2023
     VBR10,257$1,846 12/31/2023
Elgethun Capital Management10,239$1,843 12/31/2023
     VBR10,239$1,843 12/31/2023
Baystate Wealth Management LLC10,211$1,838 12/31/2023
     VBR10,211$1,838 12/31/2023
West Branch Capital LLC9,564$1,835 03/31/2024
     VBR9,564$1,835 03/31/2024
Argent Trust Co10,161$1,829 12/31/2023
     VBR10,161$1,829 12/31/2023
Farmers & Merchants Investments Inc.9,477$1,818 03/31/2024
     VBR9,477$1,818 03/31/2024
Ambassador Advisors LLC10,406$1,817 12/31/2023
     VBR10,406$1,817 12/31/2023
Grove Bank & Trust10,055$1,810 12/31/2023
     VBR10,055$1,810 12/31/2023
Simon Quick Advisors LLC9,401$1,804 03/31/2024
     VBR9,401$1,804 03/31/2024
Cliftonlarsonallen Wealth Advisors LLC10,021$1,803 12/31/2023
     VBR10,021$1,803 12/31/2023
Horizon Bancorp Inc. IN9,366$1,797 03/31/2024
     VBR9,366$1,797 03/31/2024
Ratio Wealth Group9,956$1,792 12/31/2023
     VBR9,956$1,792 12/31/2023
Victory Capital Management Inc.9,926$1,786 12/31/2023
     VBR9,926$1,786 12/31/2023
Paragon Capital Management Ltd9,300$1,785 03/31/2024
     VBR9,300$1,785 03/31/2024
Tobias Financial Advisors Inc.9,899$1,781 12/31/2023
     VBR9,899$1,781 12/31/2023
Tranquility Partners LLC9,827$1,769 12/31/2023
     VBR9,827$1,769 12/31/2023
Eagle Strategies LLC9,084$1,743 03/31/2024
     VBR9,084$1,743 03/31/2024
Wealthspan Partners LLC9,686$1,743 12/31/2023
     VBR9,686$1,743 12/31/2023
Koshinski Asset Management Inc.9,673$1,741 12/31/2023
     VBR9,673$1,741 12/31/2023
Cassady Schiller Wealth Management LLC9,621$1,731 12/31/2023
     VBR9,621$1,731 12/31/2023
Market Street Wealth Management Advisors LLC8,946$1,717 03/31/2024
     VBR8,946$1,717 03/31/2024
Global Retirement Partners LLC8,826$1,694 03/31/2024
     VBR8,826$1,694 03/31/2024
McGlone Suttner Wealth Management Inc.8,793$1,687 03/31/2024
     VBR8,793$1,687 03/31/2024
Nations Financial Group Inc. IA ADV8,765$1,682 03/31/2024
     VBR8,765$1,682 03/31/2024
MONECO Advisors LLC8,730$1,675 03/31/2024
     VBR8,730$1,675 03/31/2024
Curtis Advisory Group LLC9,269$1,668 12/31/2023
     VBR9,269$1,668 12/31/2023
Mesirow Financial Investment Management Inc.8,674$1,665 03/31/2024
     VBR8,674$1,665 03/31/2024
Gradient Capital Advisors LLC8,646$1,659 03/31/2024
     VBR8,646$1,659 03/31/2024
MY Purposeful Wealth CORP.9,206$1,657 12/31/2023
     VBR9,206$1,657 12/31/2023
Pine Valley Investments Ltd Liability Co9,188$1,654 12/31/2023
     VBR9,188$1,654 12/31/2023
MidWestOne Financial Group Inc.9,122$1,642 12/31/2023
     VBR9,122$1,642 12/31/2023
Citadel Advisors LLC $1,642 12/31/2023
     Call10,700$1,926 12/31/2023
     Put8,300$1,494 12/31/2023
     VBR6,726$1,210 12/31/2023
Planning Directions Inc.9,020$1,623 12/31/2023
     VBR9,020$1,623 12/31/2023
Compton Wealth Advisory Group LLC8,422$1,616 03/31/2024
     VBR8,422$1,616 03/31/2024
White Wing Wealth Management8,468$1,610 03/31/2024
     VBR8,468$1,610 03/31/2024
SeaCrest Wealth Management LLC8,373$1,607 03/31/2024
     VBR8,373$1,607 03/31/2024
Orion Portfolio Solutions LLC8,853$1,575 12/31/2023
     VBR8,853$1,575 12/31/2023
McNamara Financial Services Inc.8,164$1,567 03/31/2024
     VBR8,164$1,567 03/31/2024
Sequoia Financial Advisors LLC8,623$1,552 12/31/2023
     VBR8,623$1,552 12/31/2023
Guidance Point Advisors LLC8,615$1,551 12/31/2023
     VBR8,615$1,551 12/31/2023
Pioneer Wealth Management Group8,026$1,540 03/31/2024
     VBR8,026$1,540 03/31/2024
Cadent Capital Advisors LLC8,004$1,536 03/31/2024
     VBR8,004$1,536 03/31/2024
CIBC Private Wealth Group LLC8,495$1,529 12/31/2023
     VBR8,495$1,529 12/31/2023
Jefferies Financial Group Inc.8,451$1,521 12/31/2023
     VBR8,451$1,521 12/31/2023
Hardy Reed LLC8,447$1,520 12/31/2023
     VBR8,447$1,520 12/31/2023
Breakwater Capital Group7,918$1,519 03/31/2024
     VBR7,918$1,519 03/31/2024
One Charles Private Wealth Services LLC8,430$1,517 12/31/2023
     VBR8,430$1,517 12/31/2023
PBMares Wealth Management LLC8,341$1,501 12/31/2023
     VBR8,341$1,501 12/31/2023
Burns Matteson Capital Management LLC8,288$1,492 12/31/2023
     VBR8,288$1,492 12/31/2023
Continuum Advisory LLC8,178$1,479 12/31/2023
     VBR8,178$1,479 12/31/2023
Empower Advisory Group LLC8,197$1,475 12/31/2023
     VBR8,197$1,475 12/31/2023
Sonata Capital Group Inc.8,176$1,471 12/31/2023
     VBR8,176$1,471 12/31/2023
Putnam FL Investment Management Co.8,114$1,460 12/31/2023
     VBR8,114$1,460 12/31/2023
Dravo Bay LLC8,108$1,459 12/31/2023
     VBR8,108$1,459 12/31/2023
Wedbush Securities Inc.8,021$1,444 12/31/2023
     VBR8,021$1,444 12/31/2023
MGO Private Wealth LLC7,506$1,440 03/31/2024
     VBR7,506$1,440 03/31/2024
Chapin Davis Inc.7,482$1,436 03/31/2024
     VBR7,482$1,436 03/31/2024
Octavia Wealth Advisors LLC7,482$1,436 03/31/2024
     VBR7,482$1,436 03/31/2024
Dynamic Advisor Solutions LLC7,429$1,425 03/31/2024
     VBR7,429$1,425 03/31/2024
Cullen Frost Bankers Inc.7,919$1,425 12/31/2023
     VBR7,919$1,425 12/31/2023
Family Firm Inc.7,894$1,421 12/31/2023
     VBR7,894$1,421 12/31/2023
Colony Family Offices LLC7,897$1,421 12/31/2023
     VBR7,897$1,421 12/31/2023
Newman Dignan & Sheerar Inc.7,880$1,418 12/31/2023
     VBR7,880$1,418 12/31/2023
Petix & Botte Co7,877$1,418 12/31/2023
     VBR7,877$1,418 12/31/2023
GFS Advisors LLC7,367$1,414 03/31/2024
     VBR7,367$1,414 03/31/2024
Proficio Capital Partners LLC7,850$1,413 12/31/2023
     VBR7,850$1,413 12/31/2023
BOKF NA7,829$1,409 12/31/2023
     VBR7,829$1,409 12/31/2023
Red Tortoise LLC7,280$1,397 03/31/2024
     VBR7,280$1,397 03/31/2024
Trust Co. of Vermont7,746$1,394 12/31/2023
     VBR7,746$1,394 12/31/2023
Baker Ellis Asset Management LLC7,221$1,386 03/31/2024
     VBR7,221$1,386 03/31/2024
Edge Capital Group LLC7,648$1,376 12/31/2023
     VBR7,648$1,376 12/31/2023
Clearstead Advisors LLC7,602$1,368 12/31/2023
     VBR7,602$1,368 12/31/2023
Boston Private Wealth LLC7,566$1,362 12/31/2023
     VBR7,566$1,362 12/31/2023
SC&H Financial Advisors Inc.7,522$1,354 12/31/2023
     VBR7,522$1,354 12/31/2023
Proequities Inc.7,502$1,350 12/31/2023
     VBR7,502$1,350 12/31/2023
Thoroughbred Financial Services LLC7,489$1,347 12/31/2023
     VBR7,489$1,347 12/31/2023
Csenge Advisory Group7,445$1,340 12/31/2023
     VBR7,445$1,340 12/31/2023
Apollon Financial LLC7,324$1,318 12/31/2023
     VBR7,324$1,318 12/31/2023
Sigma Planning Corp7,299$1,314 12/31/2023
     VBR7,299$1,314 12/31/2023
C M Bidwell & Associates Ltd.7,289$1,312 12/31/2023
     VBR7,289$1,312 12/31/2023
Focus Financial Network Inc.7,376$1,311 03/31/2024
     VBR7,376$1,311 03/31/2024
Financial Engines Advisors L.L.C.7,266$1,308 12/31/2023
     VBR7,266$1,308 12/31/2023
Kingsview Wealth Management LLC7,265$1,308 12/31/2023
     VBR7,265$1,308 12/31/2023
Greenup Street Wealth Management LLC7,265$1,307 12/31/2023
     VBR7,265$1,307 12/31/2023
Schwallier Wealth Management LLC7,257$1,306 12/31/2023
     VBR7,257$1,306 12/31/2023
Forbes Financial Planning Inc.7,194$1,295 12/31/2023
     VBR7,194$1,295 12/31/2023
Dentgroup LLC6,742$1,294 03/31/2024
     VBR6,742$1,294 03/31/2024
Aptus Capital Advisors LLC7,186$1,293 12/31/2023
     VBR7,186$1,293 12/31/2023
Focus Financial Network Inc. ADV7,165$1,290 12/31/2023
     VBR7,165$1,290 12/31/2023
Great Valley Advisor Group Inc.7,168$1,290 12/31/2023
     VBR7,168$1,290 12/31/2023
Ieq Capital LLC7,127$1,283 12/31/2023
     VBR7,127$1,283 12/31/2023
Monument Group Wealth Advisors LLC7,118$1,281 12/31/2023
     VBR7,118$1,281 12/31/2023
Evolution Wealth Advisors LLC6,625$1,271 03/31/2024
     VBR6,625$1,271 03/31/2024
EWG Elevate Inc.6,616$1,270 03/31/2024
     VBR6,616$1,270 03/31/2024
Synovus Financial Corp7,019$1,267 12/31/2023
     VBR7,019$1,267 12/31/2023
Huntington National Bank7,020$1,263 12/31/2023
     VBR7,020$1,263 12/31/2023
Aire Advisors LLC6,988$1,259 12/31/2023
     VBR6,988$1,259 12/31/2023
PFG Investments LLC6,558$1,258 03/31/2024
     VBR6,558$1,258 03/31/2024
Girard Partners LTD.6,975$1,255 12/31/2023
     VBR6,975$1,255 12/31/2023
Level Financial Advisors Inc.6,529$1,253 03/31/2024
     VBR6,529$1,253 03/31/2024
Trust Co6,507$1,248 03/31/2024
     VBR6,507$1,248 03/31/2024
Lion Street Advisors LLC6,922$1,246 03/31/2024
     VBR6,922$1,246 03/31/2024
Forest Hill Capital LLC6,900$1,242 12/31/2023
     VBR6,900$1,242 12/31/2023
Bay Colony Advisory Group Inc d b a Bay Colony Advisors6,890$1,240 12/31/2023
     VBR6,890$1,240 12/31/2023
Parsons Capital Management Inc. RI6,455$1,239 03/31/2024
     VBR6,455$1,239 03/31/2024
Fermata Advisors LLC6,385$1,225 03/31/2024
     VBR6,385$1,225 03/31/2024
Atomi Financial Group Inc.6,802$1,224 12/31/2023
     VBR6,802$1,224 12/31/2023
Country Club Bank GFN6,208$1,191 03/31/2024
     VBR6,208$1,191 03/31/2024
Pacific Sun Financial Corp6,585$1,185 12/31/2023
     VBR6,585$1,185 12/31/2023
Ally Invest Advisors Inc.6,516$1,173 12/31/2023
     VBR6,516$1,173 12/31/2023
Arista Wealth Management LLC6,109$1,172 03/31/2024
     VBR6,109$1,172 03/31/2024
Keb Asset Management LLC6,096$1,170 03/31/2024
     VBR6,096$1,170 03/31/2024
Jentner Corp6,502$1,170 12/31/2023
     VBR6,502$1,170 12/31/2023
Alesco Advisors LLC6,465$1,164 12/31/2023
     VBR6,465$1,164 12/31/2023
JJJ Advisors Inc.6,055$1,162 03/31/2024
     VBR6,055$1,162 03/31/2024
Arbor Investment Advisors LLC6,050$1,161 03/31/2024
     VBR6,050$1,161 03/31/2024
Bessemer Group Inc.6,451$1,161 12/31/2023
     VBR6,451$1,161 12/31/2023
Mutual Advisors LLC6,423$1,156 12/31/2023
     VBR6,423$1,156 12/31/2023
Vantage Financial Partners LLC6,362$1,145 12/31/2023
     VBR6,362$1,145 12/31/2023
Kayne Anderson Rudnick Investment Management LLC6,331$1,140 12/31/2023
     VBR6,331$1,140 12/31/2023
North Star Asset Management Inc. $1,135 12/31/2023
     MFD8,938$924 12/31/2023
     VBR1,171$211 12/31/2023
Condor Capital Management6,300$1,134 12/31/2023
     VBR6,300$1,134 12/31/2023
Warren Averett Asset Management LLC6,278$1,130 12/31/2023
     VBR6,278$1,130 12/31/2023
Lindbrook Capital LLC5,865$1,125 03/31/2024
     VBR5,865$1,125 03/31/2024
Alera Investment Advisors LLC6,250$1,125 12/31/2023
     VBR6,250$1,125 12/31/2023
Arbor Trust Wealth Advisors LLC6,091$1,124 03/31/2024
     VBR6,091$1,124 03/31/2024
Fulton Bank N.A.5,824$1,118 03/31/2024
     VBR5,824$1,118 03/31/2024
Topel & Distasi Wealth Management LLC6,200$1,116 12/31/2023
     VBR6,200$1,116 12/31/2023
Wellington Management Group LLP6,197$1,115 12/31/2023
     VBR6,197$1,115 12/31/2023
Conrad Siegel Investment Advisors Inc.5,791$1,111 03/31/2024
     VBR5,791$1,111 03/31/2024
Beacon Financial Advisory LLC6,030$1,107 12/31/2023
     VBR6,030$1,107 12/31/2023
HC Advisors LLC6,117$1,101 12/31/2023
     VBR6,117$1,101 12/31/2023
Sawtooth Solutions LLC6,109$1,100 12/31/2023
     VBR6,109$1,100 12/31/2023
Chatham Capital Group Inc.5,715$1,097 03/31/2024
     VBR5,715$1,097 03/31/2024
Ballentine Partners LLC5,716$1,097 03/31/2024
     VBR5,716$1,097 03/31/2024
LongView Wealth Management5,668$1,088 03/31/2024
     VBR5,668$1,088 03/31/2024
Hall Capital Management Co. Inc.6,039$1,087 12/31/2023
     VBR6,039$1,087 12/31/2023
GHP Investment Advisors Inc.5,643$1,083 03/31/2024
     VBR5,643$1,083 03/31/2024
Carlson Capital Management5,637$1,082 03/31/2024
     VBR5,637$1,082 03/31/2024
Simplicity Wealth LLC5,624$1,079 03/31/2024
     VBR5,624$1,079 03/31/2024
Clarity Capital Advisors LLC5,571$1,069 03/31/2024
     VBR5,571$1,069 03/31/2024
Moisand Fitzgerald Tamayo LLC5,544$1,064 03/31/2024
     VBR5,544$1,064 03/31/2024
HFG Advisors Inc.5,543$1,064 03/31/2024
     VBR5,543$1,064 03/31/2024
Insight Advisors LLC PA5,914$1,064 12/31/2023
     VBR5,914$1,064 12/31/2023
Meritas Wealth Management LLC5,531$1,061 03/31/2024
     VBR5,531$1,061 03/31/2024
Winthrop Capital Management LLC5,862$1,055 12/31/2023
     VBR5,862$1,055 12/31/2023
Jacobi Capital Management LLC5,857$1,054 12/31/2023
     VBR5,857$1,054 12/31/2023
Lido Advisors LLC5,839$1,051 12/31/2023
     VBR5,839$1,051 12/31/2023
Perennial Investment Advisors LLC5,799$1,044 12/31/2023
     VBR5,799$1,044 12/31/2023
Wescott Financial Advisory Group LLC5,770$1,038 12/31/2023
     VBR5,770$1,038 12/31/2023
Carnegie Capital Asset Management LLC5,757$1,036 12/31/2023
     VBR5,757$1,036 12/31/2023
Wambolt & Associates LLC5,733$1,032 12/31/2023
     VBR5,733$1,032 12/31/2023
BCS Wealth Management5,329$1,023 03/31/2024
     VBR5,329$1,023 03/31/2024
Amussen Hunsaker Associates LLC5,657$1,018 12/31/2023
     VBR5,657$1,018 12/31/2023
Revisor Wealth Management LLC5,477$1,017 03/31/2024
     VBR5,477$1,017 03/31/2024
Holistic Planning LLC5,599$1,008 12/31/2023
     VBR5,599$1,008 12/31/2023
Silverlake Wealth Management LLC5,237$1,005 03/31/2024
     VBR5,237$1,005 03/31/2024
U.S. Capital Wealth Advisors LLC5,547$998 12/31/2023
     VBR5,547$998 12/31/2023
First National Bank of Mount Dora Trust Investment Services5,196$997 03/31/2024
     VBR5,196$997 03/31/2024
Round Rock Advisors LLC5,170$992 03/31/2024
     VBR5,170$992 03/31/2024
Bank of Hawaii5,478$986 12/31/2023
     VBR5,478$986 12/31/2023
Institute for Wealth Management LLC.5,475$985 12/31/2023
     VBR5,475$985 12/31/2023
Compass Financial Group INC SD5,129$984 03/31/2024
     VBR5,129$984 03/31/2024
ARK & TLK Investments LLC5,458$982 12/31/2023
     VBR5,458$982 12/31/2023
Kathmere Capital Management LLC5,107$980 03/31/2024
     VBR5,107$980 03/31/2024
Main Street Financial Solutions LLC5,105$979 03/31/2024
     VBR5,105$979 03/31/2024
Klingman & Associates LLC5,364$965 12/31/2023
     VBR5,364$965 12/31/2023
Dfpg Investments LLC5,487$963 12/31/2023
     VBR5,487$963 12/31/2023
BSW Wealth Partners4,996$959 03/31/2024
     VBR4,996$959 03/31/2024
Galvin Gaustad & Stein LLC4,999$959 03/31/2024
     VBR4,999$959 03/31/2024
Vannoy Advisory Group Inc.5,315$957 12/31/2023
     VBR5,315$957 12/31/2023
Fidelity D & D Bancorp Inc.4,977$955 03/31/2024
     VBR4,977$955 03/31/2024
Bowman & Co S.C.4,970$954 03/31/2024
     VBR4,970$954 03/31/2024
King Wealth5,259$946 12/31/2023
     VBR5,259$946 12/31/2023
Woodmont Investment Counsel LLC4,925$945 03/31/2024
     VBR4,925$945 03/31/2024
Arete Wealth Advisors LLC5,224$940 12/31/2023
     VBR5,224$940 12/31/2023
Schechter Investment Advisors LLC5,213$938 12/31/2023
     VBR5,213$938 12/31/2023
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors5,214$938 12/31/2023
     VBR5,214$938 12/31/2023
Stratos Wealth Advisors LLC4,883$937 03/31/2024
     VBR4,883$937 03/31/2024
Trust Co of the South4,856$932 03/31/2024
     VBR4,856$932 03/31/2024
Hart & Patterson Financial Group LLC4,826$926 03/31/2024
     VBR4,826$926 03/31/2024
Waller Financial Planning Group Inc.4,818$925 03/31/2024
     VBR4,818$925 03/31/2024
Hudson Value Partners LLC5,130$923 12/31/2023
     VBR5,130$923 12/31/2023
Matisse Capital5,046$908 12/31/2023
     VBR5,046$908 12/31/2023
Oppenheimer & Co. Inc.5,039$907 12/31/2023
     VBR5,039$907 12/31/2023
Wealth Quarterback LLC5,034$906 12/31/2023
     VBR5,034$906 12/31/2023
Richardson Financial Services Inc.5,011$902 12/31/2023
     VBR5,011$902 12/31/2023
Montag A & Associates Inc.4,952$891 12/31/2023
     VBR4,952$891 12/31/2023
Staley Capital Advisers Inc.4,935$888 12/31/2023
     VBR4,935$888 12/31/2023
Hoge Financial Services LLC4,898$882 12/31/2023
     VBR4,898$882 12/31/2023
Transcend Wealth Collective LLC4,894$881 12/31/2023
     VBR4,894$881 12/31/2023
Goelzer Investment Management Inc.4,887$880 12/31/2023
     VBR4,887$880 12/31/2023
Wealth Alliance4,885$879 12/31/2023
     VBR4,885$879 12/31/2023
Smithfield Trust Co.4,880$878 12/31/2023
     VBR4,880$878 12/31/2023
Aveo Capital Partners LLC4,862$875 12/31/2023
     VBR4,862$875 12/31/2023
Wrapmanager Inc.4,857$874 12/31/2023
     VBR4,857$874 12/31/2023
UMA Financial Services Inc.4,879$872 03/31/2024
     VBR4,879$872 03/31/2024
TRUE Private Wealth Advisors4,522$868 03/31/2024
     VBR4,522$868 03/31/2024
Retirement Planning Group4,512$866 03/31/2024
     VBR4,512$866 03/31/2024
Brand Asset Management Group Inc.4,800$864 12/31/2023
     VBR4,800$864 12/31/2023
Weitzel Financial Services Inc.4,495$855 03/31/2024
     VBR4,495$855 03/31/2024
One Day In July LLC4,443$853 03/31/2024
     VBR4,443$853 03/31/2024
Quadrant Capital Group LLC4,736$852 12/31/2023
     VBR4,736$852 12/31/2023
American Money Management LLC4,731$851 12/31/2023
     VBR4,731$851 12/31/2023
Consolidated Portfolio Review Corp4,714$848 12/31/2023
     VBR4,714$848 12/31/2023
Resurgent Financial Advisors LLC4,687$843 12/31/2023
     VBR4,687$843 12/31/2023
Canal Capital Management LLC4,382$841 03/31/2024
     VBR4,382$841 03/31/2024
RS Crum Inc.4,675$841 12/31/2023
     VBR4,675$841 12/31/2023
Allspring Global Investments Holdings LLC4,368$838 03/31/2024
     VBR4,368$838 03/31/2024
Hemington Wealth Management4,626$833 12/31/2023
     VBR4,626$833 12/31/2023
Walter & Keenan Financial Consulting Co. MI ADV4,622$832 12/31/2023
     VBR4,622$832 12/31/2023
Axxcess Wealth Management LLC4,618$831 12/31/2023
     VBR4,618$831 12/31/2023
Signature Securities Group Corporation4,325$830 03/31/2024
     VBR4,325$830 03/31/2024
City Holding Co.4,317$828 03/31/2024
     VBR4,317$828 03/31/2024
Disciplined Investments LLC4,308$827 03/31/2024
     VBR4,308$827 03/31/2024
St. Louis Trust Co4,591$826 12/31/2023
     VBR4,591$826 12/31/2023
Tyche Wealth Partners LLC4,284$822 03/31/2024
     VBR4,284$822 03/31/2024
Chesley Taft & Associates LLC4,277$821 03/31/2024
     VBR4,277$821 03/31/2024
Financial Alternatives Inc4,556$820 12/31/2023
     VBR4,556$820 12/31/2023
Battery Global Advisors LLC4,545$818 12/31/2023
     VBR4,545$818 12/31/2023
Dougherty Wealth Advisers LLC4,251$816 03/31/2024
     VBR4,251$816 03/31/2024
David Loasby4,642$816 12/31/2023
     VBR4,642$816 12/31/2023
SageView Advisory Group LLC4,445$797 12/31/2023
     VBR4,445$797 12/31/2023
Larson Financial Group LLC4,383$789 12/31/2023
     VBR4,383$789 12/31/2023
Total Clarity Wealth Management Inc.4,072$781 03/31/2024
     VBR4,072$781 03/31/2024
HBK Sorce Advisory LLC4,314$776 12/31/2023
     VBR4,314$776 12/31/2023
Dorsey & Whitney Trust CO LLC4,314$776 12/31/2023
     VBR4,314$776 12/31/2023
Willner & Heller LLC4,300$774 12/31/2023
     VBR4,300$774 12/31/2023
Nemes Rush Group LLC4,279$770 12/31/2023
     VBR4,279$770 12/31/2023
Armbruster Capital Management Inc.4,253$765 12/31/2023
     VBR4,253$765 12/31/2023
D. B. Root & Company LLC3,974$763 03/31/2024
     VBR3,974$763 03/31/2024
Guidance Capital Inc.4,221$759 03/31/2024
     VBR4,221$759 03/31/2024
Northern Oak Wealth Management Inc.4,207$757 12/31/2023
     VBR4,207$757 12/31/2023
Neuberger Berman Group LLC4,187$754 12/31/2023
     VBR4,187$754 12/31/2023
Anchor Investment Management LLC4,181$752 12/31/2023
     VBR4,181$752 12/31/2023
Kovack Advisors Inc.3,915$751 03/31/2024
     VBR3,915$751 03/31/2024
Hexagon Capital Partners LLC3,910$750 03/31/2024
     VBR3,910$750 03/31/2024
Soundmark Wealth Management LLC3,894$747 03/31/2024
     VBR3,894$747 03/31/2024
Evoke Wealth LLC4,145$746 12/31/2023
     VBR4,145$746 12/31/2023
McClarren Financial Advisors Inc.4,147$746 12/31/2023
     VBR4,147$746 12/31/2023
Altiora Financial Group LLC3,861$741 03/31/2024
     VBR3,861$741 03/31/2024
Visionary Wealth Advisors4,120$741 12/31/2023
     VBR4,120$741 12/31/2023
Mission Wealth Management LP4,112$740 12/31/2023
     VBR4,112$740 12/31/2023
Clarius Group LLC3,836$736 03/31/2024
     VBR3,836$736 03/31/2024
Collaborative Wealth Managment Inc.4,087$736 12/31/2023
     VBR4,087$736 12/31/2023
Accretive Wealth Partners LLC4,054$730 12/31/2023
     VBR4,054$730 12/31/2023
Strategic Blueprint LLC3,795$728 03/31/2024
     VBR3,795$728 03/31/2024
Summit Wealth & Retirement Planning Inc.4,045$728 12/31/2023
     VBR4,045$728 12/31/2023
Quantum Financial Advisors LLC3,753$720 03/31/2024
     VBR3,753$720 03/31/2024
TAP Consulting LLC3,747$719 03/31/2024
     VBR3,747$719 03/31/2024
IFG Advisors LLC3,736$717 03/31/2024
     VBR3,736$717 03/31/2024
Precedent Wealth Partners LLC3,725$715 03/31/2024
     VBR3,725$715 03/31/2024
BKM Wealth Management LLC3,721$714 03/31/2024
     VBR3,721$714 03/31/2024
Lake Street Financial LLC3,711$712 03/31/2024
     VBR3,711$712 03/31/2024
Gladstone Institutional Advisory LLC3,955$712 12/31/2023
     VBR3,955$712 12/31/2023
Caitlin John LLC3,956$712 12/31/2023
     VBR3,956$712 12/31/2023
Grimes & Company Inc.3,676$705 03/31/2024
     VBR3,676$705 03/31/2024
Wiley BROS. Aintree Capital LLC3,641$699 03/31/2024
     VBR3,641$699 03/31/2024
Sightline Wealth Advisors LLC3,644$699 03/31/2024
     VBR3,644$699 03/31/2024
Parcion Private Wealth LLC3,627$696 03/31/2024
     VBR3,627$696 03/31/2024
Jackson Creek Investment Advisors LLC3,843$692 12/31/2023
     VBR3,843$692 12/31/2023
Mcdonald Partners LLC3,596$690 03/31/2024
     VBR3,596$690 03/31/2024
Agate Pass Investment Management LLC3,576$686 03/31/2024
     VBR3,576$686 03/31/2024
O Shaughnessy Asset Management LLC3,809$686 12/31/2023
     VBR3,809$686 12/31/2023
United Advisor Group LLC3,751$681 12/31/2023
     VBR3,751$681 12/31/2023
First National Bank Sioux Falls3,538$679 03/31/2024
     VBR3,538$679 03/31/2024
McLean Asset Management Corp3,592$679 03/31/2024
     VBR3,592$679 03/31/2024
True Vision MN LLC3,758$676 12/31/2023
     VBR3,758$676 12/31/2023
Carolinas Wealth Consulting LLC3,746$674 12/31/2023
     VBR3,746$674 12/31/2023
Graves Light Private Wealth Management Inc.3,737$673 12/31/2023
     VBR3,737$673 12/31/2023
Hsbc Holdings PLC3,702$666 12/31/2023
     VBR3,702$666 12/31/2023
Landmark Financial Advisors LLC3,701$666 12/31/2023
     VBR3,701$666 12/31/2023
Life Planning Partners Inc3,683$663 12/31/2023
     VBR3,683$663 12/31/2023
Cozad Asset Management Inc.3,651$657 12/31/2023
     VBR3,651$657 12/31/2023
SOL Capital Management CO3,395$651 03/31/2024
     VBR3,395$651 03/31/2024
Lane & Associates LLC3,358$644 03/31/2024
     VBR3,358$644 03/31/2024
Intellectus Partners LLC3,566$642 12/31/2023
     VBR3,566$642 12/31/2023
Wealthsource Partners LLC3,510$632 12/31/2023
     VBR3,510$632 12/31/2023
Cascade Wealth Advisors Inc3,460$629 03/31/2024
     VBR3,460$629 03/31/2024
Legacy Private Trust Co.3,265$626 03/31/2024
     VBR3,265$626 03/31/2024
Busey Wealth Management3,252$624 03/31/2024
     VBR3,252$624 03/31/2024
Fortune Financial Advisors LLC3,243$622 03/31/2024
     VBR3,243$622 03/31/2024
CIBC World Markets Inc.3,456$622 12/31/2023
     VBR3,456$622 12/31/2023
Becker Capital Management Inc.3,439$619 12/31/2023
     VBR3,439$619 12/31/2023
Atticus Wealth Management LLC3,201$614 03/31/2024
     VBR3,201$614 03/31/2024
Eudaimonia Advisors LLC3,201$614 03/31/2024
     VBR3,201$614 03/31/2024
American Trust3,408$613 12/31/2023
     VBR3,408$613 12/31/2023
Capasso Planning Partners LLC3,189$612 03/31/2024
     VBR3,189$612 03/31/2024
Libra Wealth LLC3,385$609 12/31/2023
     VBR3,385$609 12/31/2023
Discipline Wealth Solutions LLC3,445$609 12/31/2023
     VBR3,445$609 12/31/2023
Centaurus Financial Inc.3,375$607 12/31/2023
     VBR3,375$607 12/31/2023
Novak & Powell Financial Services Inc.3,357$603 12/31/2023
     VBR3,357$603 12/31/2023
WMS Partners LLC3,342$601 12/31/2023
     VBR3,342$601 12/31/2023
JT Stratford LLC3,337$601 12/31/2023
     VBR3,337$601 12/31/2023
Snowden Capital Advisors LLC3,333$600 12/31/2023
     VBR3,333$600 12/31/2023
EWA LLC3,384$598 12/31/2023
     VBR3,384$598 12/31/2023
Trilogy Capital Inc.3,095$594 03/31/2024
     VBR3,095$594 03/31/2024
Flagship Harbor Advisors LLC3,078$591 03/31/2024
     VBR3,078$591 03/31/2024
Hoxton Planning & Management LLC3,081$591 03/31/2024
     VBR3,081$591 03/31/2024
Taylor & Morgan Wealth Management LLC3,074$590 03/31/2024
     VBR3,074$590 03/31/2024
Evergreen Capital Management LLC3,281$590 12/31/2023
     VBR3,281$590 12/31/2023
Wsfs Capital Management LLC3,269$588 12/31/2023
     VBR3,269$588 12/31/2023
Annis Gardner Whiting Capital Advisors LLC3,266$588 12/31/2023
     VBR3,266$588 12/31/2023
Essex Private Wealth Management LLC3,053$586 03/31/2024
     VBR3,053$586 03/31/2024
Rockwood Wealth Management LLC3,032$582 03/31/2024
     VBR3,032$582 03/31/2024
Evermay Wealth Management LLC3,195$575 12/31/2023
     VBR3,195$575 12/31/2023
BigSur Wealth Management LLC3,166$570 12/31/2023
     VBR3,166$570 12/31/2023
Investments & Financial Planning LLC3,137$565 12/31/2023
     VBR3,137$565 12/31/2023
Silvercrest Asset Management Group LLC3,131$563 12/31/2023
     VBR3,131$563 12/31/2023
Bedel Financial Consulting Inc.3,115$561 12/31/2023
     VBR3,115$561 12/31/2023
Franklin Resources Inc.3,102$558 12/31/2023
     VBR3,102$558 12/31/2023
Gibson Capital LLC2,902$557 03/31/2024
     VBR2,902$557 03/31/2024
PAX Financial Group LLC3,144$557 12/31/2023
     VBR3,144$557 12/31/2023
Gilman Hill Asset Management LLC2,873$551 03/31/2024
     VBR2,873$551 03/31/2024
Wealthstream Advisors Inc.3,059$550 12/31/2023
     VBR3,059$550 12/31/2023
Apexium Financial LP2,845$546 03/31/2024
     VBR2,845$546 03/31/2024
Western Wealth Management LLC3,034$546 12/31/2023
     VBR3,034$546 12/31/2023
Exchange Bank2,838$545 03/31/2024
     VBR2,838$545 03/31/2024
Diversified LLC3,029$545 12/31/2023
     VBR3,029$545 12/31/2023
Unconventional Investor LLC3,022$544 12/31/2023
     VBR3,022$544 12/31/2023
Founders Financial Securities LLC2,823$542 03/31/2024
     VBR2,823$542 03/31/2024
Baldwin Investment Management LLC3,014$542 12/31/2023
     VBR3,014$542 12/31/2023
Resolute Partners Group3,000$540 12/31/2023
     VBR3,000$540 12/31/2023
Inspire Advisors LLC3,001$540 12/31/2023
     VBR3,001$540 12/31/2023
Roffman Miller Associates Inc. PA2,987$538 12/31/2023
     VBR2,987$538 12/31/2023
Godsey & Gibb Associates2,791$536 03/31/2024
     VBR2,791$536 03/31/2024
TrinityPoint Wealth LLC2,961$533 12/31/2023
     VBR2,961$533 12/31/2023
Anderson Hoagland & Co.2,881$532 03/31/2024
     VBR2,881$532 03/31/2024
Citizens Financial Group Inc RI2,957$532 12/31/2023
     VBR2,957$532 12/31/2023
ERn Financial LLC2,769$531 03/31/2024
     VBR2,769$531 03/31/2024
Derbend Asset Management2,945$530 12/31/2023
     VBR2,945$530 12/31/2023
Apeiron RIA LLC2,746$527 03/31/2024
     VBR2,746$527 03/31/2024
Crestwood Advisors Group LLC2,927$527 12/31/2023
     VBR2,927$527 12/31/2023
Rinkey Investments2,929$527 12/31/2023
     VBR2,929$527 12/31/2023
ZRC Wealth Management LLC2,746$522 03/31/2024
     VBR2,746$522 03/31/2024
Peirce Capital Management LLC2,720$522 03/31/2024
     VBR2,720$522 03/31/2024
TCI Wealth Advisors Inc.2,900$522 12/31/2023
     VBR2,900$522 12/31/2023
Glenview Trust Co2,901$522 12/31/2023
     VBR2,901$522 12/31/2023
Silver Oak Advisory Group Inc.2,895$521 12/31/2023
     VBR2,895$521 12/31/2023
Bleakley Financial Group LLC2,886$519 12/31/2023
     VBR2,886$519 12/31/2023
MWA Asset Management2,872$517 12/31/2023
     VBR2,872$517 12/31/2023
Narus Financial Partners LLC2,677$514 03/31/2024
     VBR2,677$514 03/31/2024
Family Investment Center Inc.2,680$514 03/31/2024
     VBR2,680$514 03/31/2024
Camelot Portfolios LLC2,853$513 12/31/2023
     VBR2,853$513 12/31/2023
Sonoma Private Wealth LLC2,851$513 12/31/2023
     VBR2,851$513 12/31/2023
Verdence Capital Advisors LLC2,666$511 03/31/2024
     VBR2,666$511 03/31/2024
Coastal Investment Advisors Inc.2,658$510 03/31/2024
     VBR2,658$510 03/31/2024
Quarry Hill Advisors LLC2,649$508 03/31/2024
     VBR2,649$508 03/31/2024
Dopkins Wealth Management LLC2,811$506 12/31/2023
     VBR2,811$506 12/31/2023
Level Four Advisory Services LLC2,759$497 12/31/2023
     VBR2,759$497 12/31/2023
Advisory Alpha LLC2,748$495 12/31/2023
     VBR2,748$495 12/31/2023
Glassman Wealth Services2,753$495 12/31/2023
     VBR2,753$495 12/31/2023
Townsend Asset Management Corp NC ADV2,743$494 12/31/2023
     VBR2,743$494 12/31/2023
RFP Financial Group LLC2,742$493 12/31/2023
     VBR2,742$493 12/31/2023
Windsor Advisory Group LLC2,720$490 12/31/2023
     VBR2,720$490 12/31/2023
Stonebridge Financial Planning Group LLC2,723$490 12/31/2023
     VBR2,723$490 12/31/2023
TCG Advisory Services LLC2,724$490 12/31/2023
     VBR2,724$490 12/31/2023
Kovitz Investment Group Partners LLC2,719$489 12/31/2023
     VBR2,719$489 12/31/2023
Fisher Asset Management LLC2,704$487 12/31/2023
     VBR2,704$487 12/31/2023
Cutler Investment Counsel LLC2,687$484 12/31/2023
     VBR2,687$484 12/31/2023
Versant Capital Management Inc2,516$483 03/31/2024
     VBR2,516$483 03/31/2024
Vivaldi Capital Management LLC2,751$483 12/31/2023
     VBR2,751$483 12/31/2023
Aviso Wealth Management2,682$483 12/31/2023
     VBR2,682$483 12/31/2023
Red Wave Investments LLC2,667$480 12/31/2023
     VBR2,667$480 12/31/2023
Greenline Partners LLC2,660$479 12/31/2023
     VBR2,660$479 12/31/2023
Principal Financial Group Inc.2,654$478 12/31/2023
     VBR2,654$478 12/31/2023
Insigneo Advisory Services LLC2,635$474 12/31/2023
     VBR2,635$474 12/31/2023
Selective Wealth Management Inc.2,562$473 03/31/2024
     VBR2,562$473 03/31/2024
Pointe Capital Management LLC2,617$471 12/31/2023
     VBR2,617$471 12/31/2023
Good Life Advisors LLC2,609$470 12/31/2023
     VBR2,609$470 12/31/2023
Seed Wealth Management Inc.2,440$464 03/31/2024
     VBR2,440$464 03/31/2024
Lodestone Wealth Management LLC2,567$462 12/31/2023
     VBR2,567$462 12/31/2023
Keystone Financial Group2,527$455 12/31/2023
     VBR2,527$455 12/31/2023
Washington Trust Advisors Inc.2,529$455 12/31/2023
     VBR2,529$455 12/31/2023
Stephens Consulting LLC2,367$454 03/31/2024
     VBR2,367$454 03/31/2024
Private Trust Co. NA2,356$452 03/31/2024
     VBR2,356$452 03/31/2024
Investmark Advisory Group LLC2,499$450 12/31/2023
     VBR2,499$450 12/31/2023
Salomon & Ludwin LLC2,491$448 12/31/2023
     VBR2,491$448 12/31/2023
Novare Capital Management LLC2,482$447 12/31/2023
     VBR2,482$447 12/31/2023
Salem Investment Counselors Inc.2,323$446 03/31/2024
     VBR2,323$446 03/31/2024
Jag Capital Management LLC2,478$446 12/31/2023
     VBR2,478$446 12/31/2023
My Personal CFO LLC2,312$444 03/31/2024
     VBR2,312$444 03/31/2024
Key Client Fiduciary Advisors LLC2,303$442 03/31/2024
     VBR2,303$442 03/31/2024
Dearborn Partners LLC2,458$442 12/31/2023
     VBR2,458$442 12/31/2023
Morton Capital Management LLC CA2,282$438 03/31/2024
     VBR2,282$438 03/31/2024
Eagle Rock Investment Company LLC2,272$436 03/31/2024
     VBR2,272$436 03/31/2024
Vista Capital Partners Inc.2,419$435 12/31/2023
     VBR2,419$435 12/31/2023
Oldfather Financial Services LLC2,255$433 03/31/2024
     VBR2,255$433 03/31/2024
Aspen Grove Capital LLC2,400$432 12/31/2023
     VBR2,400$432 12/31/2023
Lifeworks Advisors LLC2,390$430 12/31/2023
     VBR2,390$430 12/31/2023
Waterloo Capital L.P.2,376$428 12/31/2023
     VBR2,376$428 12/31/2023
AMI Investment Management Inc.2,225$427 03/31/2024
     VBR2,225$427 03/31/2024
Rooted Wealth Advisors Inc.2,273$426 03/31/2024
     VBR2,273$426 03/31/2024
Dakota Wealth Management2,189$420 03/31/2024
     VBR2,189$420 03/31/2024
Acas LLC2,332$420 12/31/2023
     VBR2,332$420 12/31/2023
NorthStar Asset Management LLC NJ 2,335$420 12/31/2023
     VBR2,335$420 12/31/2023
Ballentine Capital Advisors Inc2,369$419 12/31/2023
     VBR2,369$419 12/31/2023
EPIQ Capital Group LLC2,325$418 12/31/2023
     VBR2,325$418 12/31/2023
SignalPoint Asset Management LLC2,169$416 03/31/2024
     VBR2,169$416 03/31/2024
Liberty Wealth Management LLC2,286$411 12/31/2023
     VBR2,286$411 12/31/2023
Trexquant Investment LP2,276$410 12/31/2023
     VBR2,276$410 12/31/2023
NorthRock Partners LLC2,275$409 12/31/2023
     VBR2,275$409 12/31/2023
Team Hewins LLC2,271$409 12/31/2023
     VBR2,271$409 12/31/2023
Dominguez Wealth Management Solutions Inc.2,111$405 03/31/2024
     VBR2,111$405 03/31/2024
Whittier Trust Co. of Nevada Inc.2,252$405 12/31/2023
     VBR2,252$405 12/31/2023
Virtue Capital Management LLC2,291$403 12/31/2023
     VBR2,291$403 12/31/2023
Abbot Financial Management Inc.2,235$402 12/31/2023
     VBR2,235$402 12/31/2023
Objective Capital Management LLC2,229$401 12/31/2023
     VBR2,229$401 12/31/2023
Obsidian Personal Planning Solutions LLC2,225$400 12/31/2023
     VBR2,225$400 12/31/2023
Ridgewood Investments LLC2,078$399 03/31/2024
     VBR2,078$399 03/31/2024
Droms Strauss Advisors Inc. MO ADV2,212$398 12/31/2023
     VBR2,212$398 12/31/2023
Sheaff Brock Investment Advisors LLC2,211$398 12/31/2023
     VBR2,211$398 12/31/2023
Certified Advisory Corp2,209$398 12/31/2023
     VBR2,209$398 12/31/2023
RWM Asset Management LLC2,063$396 03/31/2024
     VBR2,063$396 03/31/2024
Procyon Private Wealth Partners LLC2,053$394 03/31/2024
     VBR2,053$394 03/31/2024
Parkside Financial Bank & Trust2,185$393 12/31/2023
     VBR2,185$393 12/31/2023
Financial Futures Ltd Liability Co.2,182$393 12/31/2023
     VBR2,182$393 12/31/2023
Pinnacle Bank2,036$391 03/31/2024
     VBR2,036$391 03/31/2024
Guardian Wealth Advisors LLC NC2,163$389 12/31/2023
     VBR2,163$389 12/31/2023
Villere ST Denis J & Co. LLC2,022$388 03/31/2024
     VBR2,022$388 03/31/2024
Keel Point LLC2,020$388 03/31/2024
     VBR2,020$388 03/31/2024
BancorpSouth Bank2,145$386 12/31/2023
     VBR2,145$386 12/31/2023
Pekin Hardy Strauss Inc.2,141$385 12/31/2023
     VBR2,141$385 12/31/2023
Pettyjohn Wood & White Inc.2,120$382 12/31/2023
     VBR2,120$382 12/31/2023
Carmichael Hill & Associates Inc.1,984$381 03/31/2024
     VBR1,984$381 03/31/2024
Thrive Wealth Management LLC1,984$381 03/31/2024
     VBR1,984$381 03/31/2024
West Financial Advisors LLC1,964$377 03/31/2024
     VBR1,964$377 03/31/2024
Secure Asset Management LLC2,096$377 12/31/2023
     VBR2,096$377 12/31/2023
DGS Capital Management LLC1,958$376 03/31/2024
     VBR1,958$376 03/31/2024
OneAscent Financial Services LLC1,954$375 03/31/2024
     VBR1,954$375 03/31/2024
Empowered Funds LLC2,085$375 12/31/2023
     VBR2,085$375 12/31/2023
Connecticut Wealth Management LLC2,082$375 12/31/2023
     VBR2,082$375 12/31/2023
Cahill Wealth Management LLC2,072$373 12/31/2023
     VBR2,072$373 12/31/2023
Sapient Capital LLC1,932$371 03/31/2024
     VBR1,932$371 03/31/2024
Appleton Partners Inc. MA1,928$370 03/31/2024
     VBR1,928$370 03/31/2024
KKM Financial LLC2,049$369 12/31/2023
     VBR2,049$369 12/31/2023
Murphy Middleton Hinkle & Parker Inc.1,920$368 03/31/2024
     VBR1,920$368 03/31/2024
CGC Financial Services LLC1,901$365 03/31/2024
     VBR1,901$365 03/31/2024
Fiduciary Trust Co.2,027$365 12/31/2023
     VBR2,027$365 12/31/2023
JustInvest LLC2,025$364 12/31/2023
     VBR2,025$364 12/31/2023
Accredited Investors Inc.2,015$363 12/31/2023
     VBR2,015$363 12/31/2023
Strategic Financial Concepts LLC1,885$362 03/31/2024
     VBR1,885$362 03/31/2024
Skyline Advisors Inc.1,883$361 03/31/2024
     VBR1,883$361 03/31/2024
FARMERS & MERCHANTS TRUST Co OF LONG BEACH1,878$360 03/31/2024
     VBR1,878$360 03/31/2024
Rathbone Brothers plc2,000$360 12/31/2023
     VBR2,000$360 12/31/2023
Consilium Wealth Advisory LLC2,000$360 12/31/2023
     VBR2,000$360 12/31/2023
Athena Investment Management1,998$360 12/31/2023
     VBR1,998$360 12/31/2023
BLB&B Advisors LLC1,873$359 03/31/2024
     VBR1,873$359 03/31/2024
Next Level Private LLC1,865$358 03/31/2024
     VBR1,865$358 03/31/2024
Capital Advisors Ltd. LLC1,859$357 03/31/2024
     VBR1,859$357 03/31/2024
Summit Trail Advisors LLC1,857$356 03/31/2024
     VBR1,857$356 03/31/2024
New Hampshire Trust1,854$356 03/31/2024
     VBR1,854$356 03/31/2024
Ronald Blue Trust Inc.1,980$356 12/31/2023
     VBR1,980$356 12/31/2023
Angeles Wealth Management LLC1,978$356 12/31/2023
     VBR1,978$356 12/31/2023
Steel Peak Wealth Management LLC1,844$354 03/31/2024
     VBR1,844$354 03/31/2024
Park Edge Advisors LLC1,846$354 03/31/2024
     VBR1,846$354 03/31/2024
Austin Wealth Management LLC1,950$352 12/31/2023
     VBR1,950$352 12/31/2023
Melfa Wealth Management LLC1,824$350 03/31/2024
     VBR1,824$350 03/31/2024
Evercore Wealth Management LLC1,946$350 12/31/2023
     VBR1,946$350 12/31/2023
Adamsbrown Wealth Consultants LLC1,936$348 12/31/2023
     VBR1,936$348 12/31/2023
Pinnacle Associates Ltd.1,809$347 03/31/2024
     VBR1,809$347 03/31/2024
Wolf Group Capital Advisors1,810$347 03/31/2024
     VBR1,810$347 03/31/2024
HBW Advisory Services LLC1,924$346 03/31/2024
     VBR1,924$346 03/31/2024
Accurate Wealth Management LLC1,931$346 03/31/2024
     VBR1,931$346 03/31/2024
Marco Investment Management LLC1,922$346 12/31/2023
     VBR1,922$346 12/31/2023
Tsfg LLC1,798$345 03/31/2024
     VBR1,798$345 03/31/2024
Capital Group Private Client Services Inc.1,917$345 12/31/2023
     VBR1,917$345 12/31/2023
Harbor Investment Advisory LLC1,783$342 03/31/2024
     VBR1,783$342 03/31/2024
Cidel Asset Management Inc.1,900$342 12/31/2023
     VBR1,900$342 12/31/2023
Valmark Advisers Inc.1,871$337 12/31/2023
     VBR1,871$337 12/31/2023
BOK Financial Private Wealth Inc.1,867$336 12/31/2023
     VBR1,867$336 12/31/2023
Sterling Investment Counsel LLC1,746$335 03/31/2024
     VBR1,746$335 03/31/2024
Summit Financial Strategies Inc.1,858$334 12/31/2023
     VBR1,858$334 12/31/2023
Twin Focus Capital Partners LLC1,850$333 12/31/2023
     VBR1,850$333 12/31/2023
Stock Yards Bank & Trust Co.1,844$332 12/31/2023
     VBR1,844$332 12/31/2023
Kanawha Capital Management LLC1,842$332 12/31/2023
     VBR1,842$332 12/31/2023
Fairhaven Wealth Management LLC1,847$332 12/31/2023
     VBR1,847$332 12/31/2023
Solutions 4 Wealth Ltd1,841$331 12/31/2023
     VBR1,841$331 12/31/2023
Five Oceans Advisors1,717$330 03/31/2024
     VBR1,717$330 03/31/2024
Total Investment Management Inc.1,716$329 03/31/2024
     VBR1,716$329 03/31/2024
BTS Asset Management Inc.1,716$328 03/31/2024
     VBR1,716$328 03/31/2024
Barnes Pettey Financial Advisors LLC1,811$326 12/31/2023
     VBR1,811$326 12/31/2023
QRG Capital Management Inc.1,809$326 12/31/2023
     VBR1,809$326 12/31/2023
Client 1ST Advisory Group LLC1,806$325 12/31/2023
     VBR1,806$325 12/31/2023
Nvwm LLC1,800$324 12/31/2023
     VBR1,800$324 12/31/2023
Savvy Advisors Inc.1,788$322 12/31/2023
     VBR1,788$322 12/31/2023
Bell Investment Advisors Inc1,776$320 12/31/2023
     VBR1,776$320 12/31/2023
Watershed Private Wealth LLC1,771$319 12/31/2023
     VBR1,771$319 12/31/2023
Lpwm LLC1,716$317 03/31/2024
     VBR1,716$317 03/31/2024
Wells Financial Advisors INC1,763$317 12/31/2023
     VBR1,763$317 12/31/2023
Weik Capital Management1,750$315 12/31/2023
     VBR1,750$315 12/31/2023
Evensky & Katz LLC1,636$314 03/31/2024
     VBR1,636$314 03/31/2024
Grand Wealth Management LLC1,743$314 12/31/2023
     VBR1,743$314 12/31/2023
Lakewood Asset Management LLC1,624$312 03/31/2024
     VBR1,624$312 03/31/2024
Lwmg LLC1,735$312 12/31/2023
     VBR1,735$312 12/31/2023
Benchmark Wealth Management LLC1,620$311 03/31/2024
     VBR1,620$311 03/31/2024
Mezzasalma Advisors LLC1,616$310 03/31/2024
     VBR1,616$310 03/31/2024
Amplius Wealth Advisors LLC1,618$310 03/31/2024
     VBR1,618$310 03/31/2024
Voya Financial Advisors Inc.1,701$309 12/31/2023
     VBR1,701$309 12/31/2023
CM Wealth Advisors LLC1,711$308 12/31/2023
     VBR1,711$308 12/31/2023
Householder Group Estate & Retirement Specialist LLC1,711$307 12/31/2023
     VBR1,711$307 12/31/2023
Capital Investment Advisors LLC1,594$306 03/31/2024
     VBR1,594$306 03/31/2024
Hazlett Burt & Watson Inc.1,709$306 12/31/2023
     VBR1,709$306 12/31/2023
Financial Advisory Corp UT ADV1,585$304 03/31/2024
     VBR1,585$304 03/31/2024
Burney Co.1,690$304 12/31/2023
     VBR1,690$304 12/31/2023
TFG Advisers LLC1,685$303 12/31/2023
     VBR1,685$303 12/31/2023
Accel Wealth Management1,573$302 03/31/2024
     VBR1,573$302 03/31/2024
High Net Worth Advisory Group LLC1,574$302 03/31/2024
     VBR1,574$302 03/31/2024
Bridgeworth LLC1,661$299 12/31/2023
     VBR1,661$299 12/31/2023
Willis Johnson & Associates Inc.1,552$298 03/31/2024
     VBR1,552$298 03/31/2024
Clark Capital Management Group Inc.1,652$297 12/31/2023
     VBR1,652$297 12/31/2023
Freestone Capital Holdings LLC1,646$296 12/31/2023
     VBR1,646$296 12/31/2023
Mattern Capital Management LLC1,638$295 12/31/2023
     VBR1,638$295 12/31/2023
Hill Investment Group Partners LLC1,637$295 12/31/2023
     VBR1,637$295 12/31/2023
Kiely Wealth Advisory Group Inc.1,651$295 12/31/2023
     VBR1,651$295 12/31/2023
Tower Research Capital LLC TRC 1,635$294 12/31/2023
     VBR1,635$294 12/31/2023
HHM Wealth Advisors LLC1,632$294 12/31/2023
     VBR1,632$294 12/31/2023
Corepath Wealth Partners LLC1,663$293 12/31/2023
     VBR1,663$293 12/31/2023
Legacy Bridge LLC1,518$291 03/31/2024
     VBR1,518$291 03/31/2024
Creekmur Asset Management LLC1,616$291 12/31/2023
     VBR1,616$291 12/31/2023
Day & Ennis LLC1,607$289 12/31/2023
     VBR1,607$289 12/31/2023
Fidelis Capital Partners LLC1,606$289 12/31/2023
     VBR1,606$289 12/31/2023
Robinson Smith Wealth Advisors LLC1,500$288 03/31/2024
     VBR1,500$288 03/31/2024
Ceera Investments LLC1,588$286 12/31/2023
     VBR1,588$286 12/31/2023
1ST Source Bank1,583$285 12/31/2023
     VBR1,583$285 12/31/2023
Wade G W & Inc.1,586$285 12/31/2023
     VBR1,586$285 12/31/2023
EisnerAmper Wealth Management Corporate Benefits LLC1,586$285 12/31/2023
     VBR1,586$285 12/31/2023
Blankinship & Foster LLC1,576$284 12/31/2023
     VBR1,576$284 12/31/2023
Williams Jones Wealth Management LLC.1,574$283 12/31/2023
     VBR1,574$283 12/31/2023
Sage Capital Advisors llc1,471$282 03/31/2024
     VBR1,471$282 03/31/2024
Cedrus LLC1,464$281 03/31/2024
     VBR1,464$281 03/31/2024
Aurum Wealth Management Group LLC1,457$280 03/31/2024
     VBR1,457$280 03/31/2024
Yoder Wealth Management Inc.1,450$278 03/31/2024
     VBR1,450$278 03/31/2024
Trivant Custom Portfolio Group LLC1,450$278 03/31/2024
     VBR1,450$278 03/31/2024
Pinnacle Wealth Management Advisory Group LLC1,540$277 12/31/2023
     VBR1,540$277 12/31/2023
Sax Wealth Advisors LLC1,537$277 12/31/2023
     VBR1,537$277 12/31/2023
Coppell Advisory Solutions LLC1,540$277 12/31/2023
     VBR1,540$277 12/31/2023
Gilliland Jeter Wealth Management LLC1,536$276 12/31/2023
     VBR1,536$276 12/31/2023
Argent Advisors Inc.1,525$274 12/31/2023
     VBR1,525$274 12/31/2023
Private Ocean LLC1,418$272 03/31/2024
     VBR1,418$272 03/31/2024
Schrum Private Wealth Management LLC1,504$271 12/31/2023
     VBR1,504$271 12/31/2023
Horizon Investment Services LLC1,498$270 12/31/2023
     VBR1,498$270 12/31/2023
Summit Asset Management LLC1,500$270 12/31/2023
     VBR1,500$270 12/31/2023
Ameliora Wealth Management Ltd.1,400$269 03/31/2024
     VBR1,400$269 03/31/2024
Barlow Wealth Partners Inc.1,478$269 03/31/2024
     VBR1,478$269 03/31/2024
Tyler Stone Wealth Management1,489$268 12/31/2023
     VBR1,489$268 12/31/2023
Mayfair Advisory Group LLC1,391$267 03/31/2024
     VBR1,391$267 03/31/2024
TruWealth Advisors LLC1,389$267 03/31/2024
     VBR1,389$267 03/31/2024
Willow Creek Wealth Management Inc.1,481$267 12/31/2023
     VBR1,481$267 12/31/2023
Bogart Wealth LLC1,380$265 03/31/2024
     VBR1,380$265 03/31/2024
Winthrop Advisory Group LLC1,375$264 03/31/2024
     VBR1,375$264 03/31/2024
Holland Advisory Services Inc.1,374$264 03/31/2024
     VBR1,374$264 03/31/2024
Eudaimonia Partners LLC1,373$263 03/31/2024
     VBR1,373$263 03/31/2024
Colonial Trust Co SC1,464$263 12/31/2023
     VBR1,464$263 12/31/2023
Ritholtz Wealth Management1,363$262 03/31/2024
     VBR1,363$262 03/31/2024
Opes Wealth Management LLC1,457$262 12/31/2023
     VBR1,457$262 12/31/2023
American National Bank1,358$261 03/31/2024
     VBR1,358$261 03/31/2024
JNB Advisors LLC1,446$260 12/31/2023
     VBR1,446$260 12/31/2023
Warwick Investment Management Inc.1,444$260 12/31/2023
     VBR1,444$260 12/31/2023
Regent Peak Wealth Advisors LLC1,434$258 12/31/2023
     VBR1,434$258 12/31/2023
Aureus Asset Management LLC1,420$256 12/31/2023
     VBR1,420$256 12/31/2023
StrategIQ Financial Group LLC1,421$256 12/31/2023
     VBR1,421$256 12/31/2023
TFC Financial Management1,412$254 12/31/2023
     VBR1,412$254 12/31/2023
Southland Equity Partners LLC1,319$253 03/31/2024
     VBR1,319$253 03/31/2024
Columbia Asset Management1,408$253 12/31/2023
     VBR1,408$253 12/31/2023
Claris Advisors LLC MO1,315$252 03/31/2024
     VBR1,315$252 03/31/2024
First Foundation Advisors1,399$252 12/31/2023
     VBR1,399$252 12/31/2023
Lodestar Private Asset Management LLC1,308$251 03/31/2024
     VBR1,308$251 03/31/2024
Sebold Capital Management Inc.1,308$251 03/31/2024
     VBR1,308$251 03/31/2024
Defined Wealth Management LLC1,303$250 03/31/2024
     VBR1,303$250 03/31/2024
Roman Butler Fullerton & Co.1,405$250 12/31/2023
     VBR1,405$250 12/31/2023
Fonville Wealth Management LLC1,300$249 03/31/2024
     VBR1,300$249 03/31/2024
Retirement Income Solutions Inc1,382$249 12/31/2023
     VBR1,382$249 12/31/2023
Gradient Investments LLC1,293$248 03/31/2024
     VBR1,293$248 03/31/2024
First Heartland Consultants Inc.1,367$246 12/31/2023
     VBR1,367$246 12/31/2023
W.H. Cornerstone Investments Inc.1,356$244 12/31/2023
     VBR1,356$244 12/31/2023
BetterWealth LLC1,266$243 03/31/2024
     VBR1,266$243 03/31/2024
Woodard & Co. Asset Management Group Inc. ADV1,350$243 12/31/2023
     VBR1,350$243 12/31/2023
Gray Wealth Management Inc.1,349$243 12/31/2023
     VBR1,349$243 12/31/2023
Milestone Investment Advisors LLC1,351$243 12/31/2023
     VBR1,351$243 12/31/2023
Delta Financial Group Inc.1,343$242 12/31/2023
     VBR1,343$242 12/31/2023
Bfsg LLC1,255$241 03/31/2024
     VBR1,255$241 03/31/2024
Claro Advisors LLC1,258$241 03/31/2024
     VBR1,258$241 03/31/2024
International Assets Investment Management LLC1,267$241 03/31/2024
     VBR1,267$241 03/31/2024
Investment Advisory Group LLC1,340$241 12/31/2023
     VBR1,340$241 12/31/2023
LJI Wealth Management LLC1,340$241 12/31/2023
     VBR1,340$241 12/31/2023
Sage Financial Management Group Inc.1,334$240 12/31/2023
     VBR1,334$240 12/31/2023
Integrity Financial Corp WA1,328$239 12/31/2023
     VBR1,328$239 12/31/2023
Clear Creek Financial Management LLC1,241$238 03/31/2024
     VBR1,241$238 03/31/2024
Schneider Downs Wealth Management Advisors LP1,321$238 12/31/2023
     VBR1,321$238 12/31/2023
Cove Private Wealth LLC1,325$238 12/31/2023
     VBR1,325$238 12/31/2023
Von Berge Wealth Management Group LLC1,229$236 03/31/2024
     VBR1,229$236 03/31/2024
AQR Capital Management LLC1,307$235 12/31/2023
     VBR1,307$235 12/31/2023
Guardian Wealth Management Inc.1,307$235 12/31/2023
     VBR1,307$235 12/31/2023
Signaturefd LLC1,297$233 12/31/2023
     VBR1,297$233 12/31/2023
Addison Advisors LLC1,297$233 12/31/2023
     VBR1,297$233 12/31/2023
Harbour Capital Advisors LLC1,237$232 03/31/2024
     VBR1,237$232 03/31/2024
Advisory Services & Investments LLC1,190$228 03/31/2024
     VBR1,190$228 03/31/2024
Earnest Partners LLC1,269$228 12/31/2023
     VBR1,269$228 12/31/2023
Papp L Roy & Associates1,182$227 03/31/2024
     VBR1,182$227 03/31/2024
Bordeaux Wealth Advisors LLC1,258$226 12/31/2023
     VBR1,258$226 12/31/2023
Jeppson Wealth Management LLC1,173$225 03/31/2024
     VBR1,173$225 03/31/2024
Romano Brothers AND Company1,165$224 03/31/2024
     VBR1,165$224 03/31/2024
RMB Capital Management LLC1,247$224 12/31/2023
     VBR1,247$224 12/31/2023
Shared Vision Wealth Group LLC1,244$224 12/31/2023
     VBR1,244$224 12/31/2023
New England Private Wealth Advisors LLC1,237$223 12/31/2023
     VBR1,237$223 12/31/2023
Key Financial Inc1,238$223 12/31/2023
     VBR1,238$223 12/31/2023
Coastwise Capital Group LLC1,225$220 12/31/2023
     VBR1,225$220 12/31/2023
Madrona Financial Services LLC1,141$219 03/31/2024
     VBR1,141$219 03/31/2024
Independent Family Office LLC1,217$219 12/31/2023
     VBR1,217$219 12/31/2023
Smithbridge Asset Management Inc. DE1,210$218 12/31/2023
     VBR1,210$218 12/31/2023
Proffitt & Goodson Inc.1,128$216 03/31/2024
     VBR1,128$216 03/31/2024
Plan Group Financial LLC1,113$214 03/31/2024
     VBR1,113$214 03/31/2024
RDA Financial Network1,112$213 03/31/2024
     VBR1,112$213 03/31/2024
Asset Planning Corporation1,183$213 12/31/2023
     VBR1,183$213 12/31/2023
Venture Visionary Partners LLC1,183$213 12/31/2023
     VBR1,183$213 12/31/2023
Rise Advisors LLC1,106$212 03/31/2024
     VBR1,106$212 03/31/2024
Rehmann Capital Advisory Group1,167$210 12/31/2023
     VBR1,167$210 12/31/2023
Midland Wealth Advisors LLC1,155$208 12/31/2023
     VBR1,155$208 12/31/2023
Andrews Lucia Wealth Management LLC1,148$207 12/31/2023
     VBR1,148$207 12/31/2023
BKD Wealth Advisors LLC1,071$206 03/31/2024
     VBR1,071$206 03/31/2024
Core Wealth Partners LLC1,073$206 03/31/2024
     VBR1,073$206 03/31/2024
Cornerstone Planning Group LLC1,139$205 12/31/2023
     VBR1,139$205 12/31/2023
Brown Brothers Harriman & Co.1,128$203 12/31/2023
     VBR1,128$203 12/31/2023
Alpha Financial Partners LLC1,122$202 12/31/2023
     VBR1,122$202 12/31/2023
Chico Wealth RIA1,047$201 03/31/2024
     VBR1,047$201 03/31/2024
Unionview LLC1,118$201 12/31/2023
     VBR1,118$201 12/31/2023
Wintrust Investments LLC1,111$200 12/31/2023
     VBR1,111$200 12/31/2023
Lazari Capital Management Inc.1,114$200 12/31/2023
     VBR1,114$200 12/31/2023
VitalStone Financial LLC1,096$197 12/31/2023
     VBR1,096$197 12/31/2023
Archer Investment Corp1,076$194 12/31/2023
     VBR1,076$194 12/31/2023
New Republic Capital LLC1,065$192 12/31/2023
     VBR1,065$192 12/31/2023
Jackson Grant Investment Advisers Inc.1,062$191 12/31/2023
     VBR1,062$191 12/31/2023
NBC Securities Inc.989$189 03/31/2024
     VBR989$189 03/31/2024
Sittner & Nelson LLC1,027$185 12/31/2023
     VBR1,027$185 12/31/2023
Community Bank N.A.1,000$180 12/31/2023
     VBR1,000$180 12/31/2023
Advantage Trust Co1,000$180 12/31/2023
     VBR1,000$180 12/31/2023
First PREMIER Bank910$175 03/31/2024
     VBR910$175 03/31/2024
West Paces Advisors Inc.909$174 03/31/2024
     VBR909$174 03/31/2024
Capital Investment Advisory Services LLC847$163 03/31/2024
     VBR847$163 03/31/2024
TD Capital Management LLC880$158 12/31/2023
     VBR880$158 12/31/2023
Logan Capital Management Inc.869$156 12/31/2023
     VBR869$156 12/31/2023
Insight Inv LLC818$147 12/31/2023
     VBR818$147 12/31/2023
WealthCollab LLC818$147 12/31/2023
     VBR818$147 12/31/2023
LM Advisors LLC769$138 12/31/2023
     VBR769$138 12/31/2023
BlackRock Inc.761$137 12/31/2023
     VBR761$137 12/31/2023
PSI Advisors LLC659$126 03/31/2024
     VBR659$126 03/31/2024
Field & Main Bank700$126 12/31/2023
     VBR700$126 12/31/2023
McIlrath & Eck LLC702$126 12/31/2023
     VBR702$126 12/31/2023
Crewe Advisors LLC694$125 12/31/2023
     VBR694$125 12/31/2023
Tidemark LLC692$125 12/31/2023
     VBR692$125 12/31/2023
APCM Wealth Management for Individuals636$122 03/31/2024
     VBR636$122 03/31/2024
Atlantic Private Wealth LLC672$121 12/31/2023
     VBR672$121 12/31/2023
Benjamin Edwards Inc.660$119 12/31/2023
     VBR660$119 12/31/2023
Sandy Spring Bank648$117 12/31/2023
     VBR648$117 12/31/2023
Cutler Group LP $115 03/31/2024
     Call4,300$115 03/31/2024
Fortis Advisors LLC614$110 12/31/2023
     VBR614$110 12/31/2023
Lazard Asset Management LLC610$109 12/31/2023
     VBR610$109 12/31/2023
Matrix Private Capital Group LLC601$108 12/31/2023
     VBR601$108 12/31/2023
National Bank of Canada FI593$106 12/31/2023
     VBR593$106 12/31/2023
Clarkston Capital Partners LLC586$106 12/31/2023
     VBR586$106 12/31/2023
Retirement Group LLC579$104 12/31/2023
     VBR579$104 12/31/2023
SJS Investment Consulting Inc.526$101 03/31/2024
     VBR526$101 03/31/2024
Barclays PLC540$97 12/31/2023
     VBR540$97 12/31/2023
Founders Financial Alliance LLC532$96 12/31/2023
     VBR532$96 12/31/2023
Sachetta LLC525$94 12/31/2023
     VBR525$94 12/31/2023
Investors Research Corp514$93 12/31/2023
     VBR514$93 12/31/2023
Harel Insurance Investments & Financial Services Ltd.500$91 12/31/2023
     VBR500$91 12/31/2023
Bradley & Co. Private Wealth Management LLC506$91 12/31/2023
     VBR506$91 12/31/2023
SYM FINANCIAL Corp500$90 12/31/2023
     VBR500$90 12/31/2023
Bruce G. Allen Investments LLC464$89 03/31/2024
     VBR464$89 03/31/2024
Russell Investments Group Ltd.492$89 12/31/2023
     VBR492$89 12/31/2023
WASHINGTON TRUST Co459$88 03/31/2024
     VBR459$88 03/31/2024
Horizon Financial Services LLC426$82 03/31/2024
     VBR426$82 03/31/2024
Beacon Capital Management LLC448$81 12/31/2023
     VBR448$81 12/31/2023
Running Point Capital Advisors LLC426$77 12/31/2023
     VBR426$77 12/31/2023
ICA Group Wealth Management LLC427$77 12/31/2023
     VBR427$77 12/31/2023
JDM Financial Group LLC405$73 12/31/2023
     VBR405$73 12/31/2023
Mogy Joel R Investment Counsel Inc.400$72 12/31/2023
     VBR400$72 12/31/2023
TCTC Holdings LLC394$71 12/31/2023
     VBR394$71 12/31/2023
Provident Wealth Management LLC357$69 03/31/2024
     VBR357$69 03/31/2024
DB Wealth Management Group LLC377$68 12/31/2023
     VBR377$68 12/31/2023
Van Den Berg Management I Inc.369$66 12/31/2023
     VBR369$66 12/31/2023
Bare Financial Services Inc352$63 12/31/2023
     VBR352$63 12/31/2023
Valley National Advisers Inc.320$61 03/31/2024
     VBR320$61 03/31/2024
Cape Investment Advisory Inc.338$61 12/31/2023
     VBR338$61 12/31/2023
Qube Research & Technologies Ltd333$60 12/31/2023
     VBR333$60 12/31/2023
Red Lighthouse Investment Management LLC334$60 12/31/2023
     VBR334$60 12/31/2023
First Command Advisory Services Inc.328$59 12/31/2023
     VBR328$59 12/31/2023
Dixon Mitchell Investment Counsel Inc.300$58 03/31/2024
     VBR300$58 03/31/2024
Indiana Trust & Investment Management CO293$56 03/31/2024
     VBR293$56 03/31/2024
Thompson Investment Management Inc.288$55 03/31/2024
     VBR288$55 03/31/2024
Able Wealth Management LLC307$55 12/31/2023
     VBR307$55 12/31/2023
Oxford Financial Group Ltd.300$54 12/31/2023
     VBR300$54 12/31/2023
Keener Financial Planning LLC295$53 12/31/2023
     VBR295$53 12/31/2023
Deutsche Bank AG288$52 12/31/2023
     VBR288$52 12/31/2023
Howe & Rusling Inc.276$50 12/31/2023
     VBR276$50 12/31/2023
Pacific Center for Financial Services277$50 12/31/2023
     VBR277$50 12/31/2023
Orion Capital Management LLC278$50 12/31/2023
     VBR278$50 12/31/2023
IAG Wealth Partners LLC255$49 03/31/2024
     VBR255$49 03/31/2024
JFS Wealth Advisors LLC273$49 12/31/2023
     VBR273$49 12/31/2023
Garland Capital Management Inc.254$46 12/31/2023
     VBR254$46 12/31/2023
Horrell Capital Management Inc.232$45 03/31/2024
     VBR232$45 03/31/2024
Global Wealth Strategies & Associates237$45 03/31/2024
     VBR237$45 03/31/2024
Ruedi Wealth Management Inc.247$44 12/31/2023
     VBR247$44 12/31/2023
JNBA Financial Advisors222$43 03/31/2024
     VBR222$43 03/31/2024
Operose Advisors LLC238$43 12/31/2023
     VBR238$43 12/31/2023
Perritt Capital Management Inc.232$42 12/31/2023
     VBR232$42 12/31/2023
Cardinal Strategic Wealth Guidance210$40 03/31/2024
     VBR210$40 03/31/2024
MeadowBrook Investment Advisors LLC225$40 12/31/2023
     VBR225$40 12/31/2023
Armstrong Advisory Group Inc.214$39 03/31/2024
     VBR214$39 03/31/2024
Park Place Capital Corp205$39 03/31/2024
     VBR205$39 03/31/2024
Fuller & Thaler Asset Management Inc.216$39 12/31/2023
     VBR216$39 12/31/2023
Jackson Hole Capital Partners LLC215$39 12/31/2023
     VBR215$39 12/31/2023
American Capital Advisory LLC218$39 12/31/2023
     VBR218$39 12/31/2023
Venturi Wealth Management LLC198$38 03/31/2024
     VBR198$38 03/31/2024
Element Wealth LLC213$38 12/31/2023
     VBR213$38 12/31/2023
LifeSteps Financial Inc.192$37 03/31/2024
     VBR192$37 03/31/2024
Impact Partnership Wealth LLC207$37 12/31/2023
     VBR207$37 12/31/2023
Johnson Financial Group Inc.193$35 12/31/2023
     VBR193$35 12/31/2023
Blue Bell Private Wealth Management LLC154$30 03/31/2024
     VBR154$30 03/31/2024
Northwest Capital Management Inc158$30 03/31/2024
     VBR158$30 03/31/2024
Main Street Group LTD159$29 12/31/2023
     VBR159$29 12/31/2023
Smartleaf Asset Management LLC157$29 12/31/2023
     VBR157$29 12/31/2023
Davis Capital Management148$28 03/31/2024
     VBR148$28 03/31/2024
Caldwell Sutter Capital Inc.143$27 03/31/2024
     VBR143$27 03/31/2024
Aspire Private Capital LLC140$27 03/31/2024
     VBR140$27 03/31/2024
Delta Asset Management LLC TN143$26 12/31/2023
     VBR143$26 12/31/2023
TD Waterhouse Canada Inc.147$26 12/31/2023
     VBR147$26 12/31/2023
Highlander Capital Management LLC140$25 12/31/2023
     VBR140$25 12/31/2023
Tower View Investment Management & Research LLC142$25 12/31/2023
     VBR142$25 12/31/2023
Pacific Capital Wealth Advisors Inc.141$25 12/31/2023
     VBR141$25 12/31/2023
FSA Wealth Management LLC139$25 12/31/2023
     VBR139$25 12/31/2023
Morling Financial Advisors LLC134$24 12/31/2023
     VBR134$24 12/31/2023
Marquette Asset Management LLC124$22 12/31/2023
     VBR124$22 12/31/2023
LGT Financial Advisors LLC115$21 12/31/2023
     VBR115$21 12/31/2023
McCarthy Grittinger Financial Group LLC100$19 03/31/2024
     VBR100$19 03/31/2024
Fortis Group Advisors LLC104$19 12/31/2023
     VBR104$19 12/31/2023
Fairman Group LLC107$19 12/31/2023
     VBR107$19 12/31/2023
M&R Capital Management Inc.94$18 03/31/2024
     VBR94$18 03/31/2024
EMC Capital Management100$18 12/31/2023
     VBR100$18 12/31/2023
Albion Financial Group UT91$17 03/31/2024
     VBR91$17 03/31/2024
Private Wealth Management Group LLC96$17 12/31/2023
     VBR96$17 12/31/2023
Newbridge Financial Services Group Inc.81$16 03/31/2024
     VBR81$16 03/31/2024
Hallmark Capital Management Inc.90$16 12/31/2023
     VBR90$16 12/31/2023
Richard W. Paul & Associates LLC83$15 12/31/2023
     VBR83$15 12/31/2023
Webster Bank N. A.71$14 03/31/2024
     VBR71$14 03/31/2024
Castleview Partners LLC77$14 12/31/2023
     VBR77$14 12/31/2023
DecisionPoint Financial LLC76$14 12/31/2023
     VBR76$14 12/31/2023
Raleigh Capital Management Inc.70$13 12/31/2023
     VBR70$13 12/31/2023
Union Savings Bank75$13 12/31/2023
     VBR75$13 12/31/2023
Atlantic Edge Private Wealth Management LLC72$13 12/31/2023
     VBR72$13 12/31/2023
Tompkins Financial Corp62$12 03/31/2024
     VBR62$12 03/31/2024
Roble Belko & Company Inc64$12 03/31/2024
     VBR64$12 03/31/2024
GPS Wealth Strategies Group LLC65$12 12/31/2023
     VBR65$12 12/31/2023
Activest Wealth Management56$11 03/31/2024
     VBR56$11 03/31/2024
CNB Bank63$11 12/31/2023
     VBR63$11 12/31/2023
Pineridge Advisors LLC60$11 12/31/2023
     VBR60$11 12/31/2023
Gleason Group Inc.51$10 03/31/2024
     VBR51$10 03/31/2024
Mycio Wealth Partners LLC56$10 12/31/2023
     VBR56$10 12/31/2023
DT Investment Partners LLC55$10 12/31/2023
     VBR55$10 12/31/2023
Family Management Corp54$10 12/31/2023
     VBR54$10 12/31/2023
Nalls Sherbakoff Group LLC55$10 12/31/2023
     VBR55$10 12/31/2023
Armor Investment Advisors LLC46$9 03/31/2024
     VBR46$9 03/31/2024
Future Financial Wealth Managment LLC49$9 03/31/2024
     VBR49$9 03/31/2024
Signature Resources Capital Management LLC50$9 03/31/2024
     VBR50$9 03/31/2024
Atlantic Trust LLC51$9 12/31/2023
     VBR51$9 12/31/2023
Frazier Financial Advisors LLC49$9 12/31/2023
     VBR49$9 12/31/2023
Sound Income Strategies LLC41$8 03/31/2024
     VBR41$8 03/31/2024
Eagle Bay Advisors LLC46$8 12/31/2023
     VBR46$8 12/31/2023
Vima LLC42$8 12/31/2023
     VBR42$8 12/31/2023
Stephenson National Bank & Trust35$7 03/31/2024
     VBR35$7 03/31/2024
PFG Private Wealth Management LLC39$7 03/31/2024
     VBR39$7 03/31/2024
HM Payson & Co.37$7 12/31/2023
     VBR37$7 12/31/2023
Mascoma Wealth Management LLC40$7 12/31/2023
     VBR40$7 12/31/2023
HighMark Wealth Management LLC39$7 12/31/2023
     VBR39$7 12/31/2023
Morris Financial Concepts Inc.32$6 03/31/2024
     VBR32$6 03/31/2024
Systematic Financial Management LP32$6 12/31/2023
     VBR32$6 12/31/2023
Concord Wealth Partners35$6 12/31/2023
     VBR35$6 12/31/2023
Game Plan Financial Advisors LLC25$5 03/31/2024
     VBR25$5 03/31/2024
Prestige Wealth Management Group LLC19$4 03/31/2024
     VBR19$4 03/31/2024
DHJJ Financial Advisors Ltd.22$4 03/31/2024
     VBR22$4 03/31/2024
NewSquare Capital LLC20$4 12/31/2023
     VBR20$4 12/31/2023
Main Management LLC21$4 12/31/2023
     VBR21$4 12/31/2023
Westside Investment Management Inc.14$3 03/31/2024
     VBR14$3 03/31/2024
Global Trust Asset Management LLC13$3 03/31/2024
     VBR13$3 03/31/2024
Coston McIsaac & Partners15$3 03/31/2024
     VBR15$3 03/31/2024
Colonial Trust Advisors17$3 12/31/2023
     VBR17$3 12/31/2023
FWL Investment Management LLC18$3 12/31/2023
     VBR18$3 12/31/2023
Northwest Investment Counselors LLC10$2 03/31/2024
     VBR10$2 03/31/2024
Independence Bank of Kentucky9$2 03/31/2024
     VBR9$2 03/31/2024
Financial Perspectives Inc9$2 03/31/2024
     VBR9$2 03/31/2024
Macroview Investment Management LLC9$2 12/31/2023
     VBR9$2 12/31/2023
EPG Wealth Management LLC12$2 12/31/2023
     VBR12$2 12/31/2023
Livelsberger Financial Advisory12$2 12/31/2023
     VBR12$2 12/31/2023
ST Germain D J Co. Inc.6$1 03/31/2024
     VBR6$1 03/31/2024
Sunbelt Securities Inc.7$1 03/31/2024
     VBR7$1 03/31/2024
First Personal Financial Services7$1 03/31/2024
     VBR7$1 03/31/2024
Pacifica Partners Inc.6$1 03/31/2024
     VBR6$1 03/31/2024
Lee Financial Co4$1 12/31/2023
     VBR4$1 12/31/2023
Financial Gravity Asset Management Inc.6$1 12/31/2023
     VBR6$1 12/31/2023
Kozak & Associates Inc.7$1 12/31/2023
     VBR7$1 12/31/2023
Global Wealth Management Investment Advisory Inc.7$1 12/31/2023
     VBR7$1 12/31/2023
Oliver Lagore Vanvalin Investment Group4$1 12/31/2023
     VBR4$1 12/31/2023
Koesten Hirschmann & Crabtree INC.8$1 12/31/2023
     VBR8$1 12/31/2023
Hobbs Group Advisors LLC5$1 12/31/2023
     VBR5$1 12/31/2023
Cedar Mountain Advisors LLC0$0 03/31/2024
     VBR0$0 03/31/2024
Register Financial Advisors LLC2$0 03/31/2024
     VBR2$0 03/31/2024
Oak Hill Wealth Advisors LLC3,800$-729,144 03/31/2024
     Put3,800$729,144 03/31/2024

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

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