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On this page, we present all of the funds holding VOE from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding VOE, with a link to that fund's top holdings. The next columns
indicate the amount of VOE stock held by each of the funds holding VOE, followed by the VOE position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 945 funds holding VOE within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Betterment LLC. For more details on the positions held by Betterment LLC
(or by any of the other funds holding VOE), click the fund name in the "Holder" column of the funds-holding-VOE table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Betterment LLC | 10,829,893 | $1,570,443 | 12/31/2023 | | VOE | 10,829,893 | $1,570,443 | 12/31/2023 | | Morgan Stanley | 4,259,968 | $617,738 | 12/31/2023 | | VOE | 4,259,968 | $617,738 | 12/31/2023 | | Bank of America Corp DE | 3,156,166 | $457,676 | 12/31/2023 | | VOE | 3,156,166 | $457,676 | 12/31/2023 | | Assetmark Inc. | 3,043,556 | $441,346 | 12/31/2023 | | VOE | 3,043,556 | $441,346 | 12/31/2023 | | Royal Bank of Canada | 2,837,020 | $411,397 | 12/31/2023 | | VOE | 2,837,020 | $411,397 | 12/31/2023 | | Jones Financial Companies Lllp | 2,211,637 | $320,710 | 12/31/2023 | | VOE | 2,211,637 | $320,710 | 12/31/2023 | | TIAA Trust National Association | 2,028,923 | $294,214 | 12/31/2023 | | VOE | 2,028,923 | $294,214 | 12/31/2023 | | Wells Fargo & Company MN | 2,001,467 | $290,233 | 12/31/2023 | | VOE | 2,001,467 | $290,233 | 12/31/2023 | | The PNC Financial Services Group Inc. | 1,808,381 | $262,233 | 12/31/2023 | | VOE | 1,808,381 | $262,233 | 12/31/2023 | | UBS Group AG | 1,581,198 | $229,290 | 12/31/2023 | | VOE | 1,581,198 | $229,290 | 12/31/2023 | | Envestnet Asset Management Inc. | 1,512,540 | $219,333 | 12/31/2023 | | VOE | 1,512,540 | $219,333 | 12/31/2023 | | Stephens Group Asset Management LLC | 945,346 | $147,389 | 03/31/2024 | | VOE | 945,346 | $147,389 | 03/31/2024 | | FMR LLC | 930,261 | $134,897 | 12/31/2023 | | VOE | 930,261 | $134,897 | 12/31/2023 | | LPL Financial LLC | 910,990 | $132,103 | 12/31/2023 | | VOE | 910,990 | $132,103 | 12/31/2023 | | Ameriprise Financial Inc. | 870,988 | $126,355 | 12/31/2023 | | VOE | 870,988 | $126,355 | 12/31/2023 | | Northwestern Mutual Wealth Management Co. | 828,406 | $120,130 | 12/31/2023 | | VOE | 828,406 | $120,130 | 12/31/2023 | | Wellspring Financial Advisors LLC | 796,506 | $115,501 | 12/31/2023 | | VOE | 796,506 | $115,501 | 12/31/2023 | | Warren Averett Asset Management LLC | 761,901 | $110,483 | 12/31/2023 | | VOE | 761,901 | $110,483 | 12/31/2023 | | Advisor Group Holdings Inc. | 708,928 | $102,825 | 12/31/2023 | | VOE | 708,928 | $102,825 | 12/31/2023 | | EP Wealth Advisors LLC | 649,040 | $94,117 | 12/31/2023 | | VOE | 649,040 | $94,117 | 12/31/2023 | | Rockefeller Capital Management L.P. | 634,505 | $92,010 | 12/31/2023 | | VOE | 634,505 | $92,010 | 12/31/2023 | | Orgel Wealth Management LLC | 582,341 | $90,793 | 03/31/2024 | | VOE | 582,341 | $90,793 | 03/31/2024 | | Pacific Life Fund Advisors LLC | 519,157 | $80,942 | 03/31/2024 | | VOE | 519,157 | $80,942 | 03/31/2024 | | Stifel Financial Corp | 546,989 | $79,318 | 12/31/2023 | | VOE | 546,989 | $79,318 | 12/31/2023 | | Charles Schwab Investment Management Inc. | 531,051 | $77,008 | 12/31/2023 | | VOE | 531,051 | $77,008 | 12/31/2023 | | Moneta Group Investment Advisors LLC | 521,220 | $75,582 | 12/31/2023 | | VOE | 521,220 | $75,582 | 12/31/2023 | | SYM FINANCIAL Corp | 475,820 | $68,999 | 12/31/2023 | | VOE | 475,820 | $68,999 | 12/31/2023 | | Commonwealth Equity Services LLC | 469,787 | $68,124 | 12/31/2023 | | VOE | 469,787 | $68,124 | 12/31/2023 | | Equitable Holdings Inc. | 466,612 | $67,663 | 12/31/2023 | | VOE | 466,612 | $67,663 | 12/31/2023 | | Money Design Co. Ltd. | 456,291 | $66,167 | 12/31/2023 | | VOE | 456,291 | $66,167 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 411,457 | $64,150 | 03/31/2024 | | VOE | 411,457 | $64,150 | 03/31/2024 | | Truist Financial Corp | 430,864 | $62,480 | 12/31/2023 | | VOE | 430,864 | $62,480 | 12/31/2023 | | US Bancorp DE | 419,631 | $60,851 | 12/31/2023 | | VOE | 419,631 | $60,851 | 12/31/2023 | | Nelson Van Denburg & Campbell Wealth Management Group LLC | 408,883 | $59,278 | 12/31/2023 | | VOE | 408,883 | $59,278 | 12/31/2023 | | Mariner LLC | 394,386 | $57,190 | 12/31/2023 | | VOE | 394,386 | $57,190 | 12/31/2023 | | JPMorgan Chase & Co. | 355,633 | $51,570 | 12/31/2023 | | VOE | 355,633 | $51,570 | 12/31/2023 | | Lincoln National Corp | 330,459 | $47,920 | 12/31/2023 | | VOE | 330,459 | $47,920 | 12/31/2023 | | Rodgers & Associates LTD | 321,274 | $46,588 | 12/31/2023 | | VOE | 321,274 | $46,588 | 12/31/2023 | | Creative Planning | 305,208 | $44,258 | 12/31/2023 | | VOE | 305,208 | $44,258 | 12/31/2023 | | McAdam LLC | 265,293 | $41,362 | 03/31/2024 | | VOE | 265,293 | $41,362 | 03/31/2024 | | MML Investors Services LLC | 283,927 | $41,172 | 12/31/2023 | | VOE | 283,927 | $41,172 | 12/31/2023 | | Trust Co | 263,776 | $41,125 | 03/31/2024 | | VOE | 263,776 | $41,125 | 03/31/2024 | | Inspirion Wealth Advisors LLC | 261,204 | $40,724 | 03/31/2024 | | VOE | 261,204 | $40,724 | 03/31/2024 | | 1832 Asset Management L.P. | 266,263 | $38,611 | 12/31/2023 | | VOE | 266,263 | $38,611 | 12/31/2023 | | Marotta Asset Management | 240,991 | $37,573 | 03/31/2024 | | VOE | 240,991 | $37,573 | 03/31/2024 | | Private Advisor Group LLC | 258,137 | $37,432 | 12/31/2023 | | VOE | 258,137 | $37,432 | 12/31/2023 | | Colony Group LLC | 253,451 | $36,753 | 12/31/2023 | | VOE | 253,451 | $36,753 | 12/31/2023 | | Krilogy Financial LLC | 232,856 | $36,305 | 03/31/2024 | | VOE | 232,856 | $36,305 | 03/31/2024 | | Wealth Enhancement Advisory Services LLC | 216,248 | $33,715 | 03/31/2024 | | VOE | 216,248 | $33,715 | 03/31/2024 | | Summit Financial LLC | 200,480 | $31,257 | 03/31/2024 | | VOE | 200,480 | $31,257 | 03/31/2024 | | Falcon Wealth Planning | 197,018 | $30,717 | 03/31/2024 | | VOE | 197,018 | $30,717 | 03/31/2024 | | Condor Capital Management | 206,410 | $29,932 | 12/31/2023 | | VOE | 206,410 | $29,932 | 12/31/2023 | | Kwmg LLC | 181,488 | $28,296 | 03/31/2024 | | VOE | 181,488 | $28,296 | 03/31/2024 | | ERTS Wealth Advisors LLC | 167,582 | $26,128 | 03/31/2024 | | VOE | 167,582 | $26,128 | 03/31/2024 | | HighTower Advisors LLC | 179,441 | $26,005 | 12/31/2023 | | VOE | 179,441 | $26,005 | 12/31/2023 | | Captrust Financial Advisors | 168,017 | $24,364 | 12/31/2023 | | VOE | 168,017 | $24,364 | 12/31/2023 | | Bragg Financial Advisors Inc | 165,315 | $23,972 | 12/31/2023 | | VOE | 165,315 | $23,972 | 12/31/2023 | | Total Wealth Planning LLC | 152,368 | $23,756 | 03/31/2024 | | VOE | 152,368 | $23,756 | 03/31/2024 | | Beacon Pointe Advisors LLC | 158,505 | $22,985 | 12/31/2023 | | VOE | 158,505 | $22,985 | 12/31/2023 | | Bank of Montreal Can | 149,042 | $21,687 | 12/31/2023 | | VOE | 149,042 | $21,687 | 12/31/2023 | | Cambridge Investment Research Advisors Inc. | 136,754 | $21,321 | 03/31/2024 | | VOE | 136,754 | $21,321 | 03/31/2024 | | Praetorian Wealth Management Inc. | 134,818 | $21,019 | 03/31/2024 | | VOE | 134,818 | $21,019 | 03/31/2024 | | Bogart Wealth LLC | 144,378 | $20,936 | 12/31/2023 | | VOE | 144,378 | $20,936 | 12/31/2023 | | GWM Advisors LLC | 141,505 | $20,393 | 12/31/2023 | | VOE | 141,505 | $20,393 | 12/31/2023 | | Cetera Advisor Networks LLC | 139,400 | $20,214 | 12/31/2023 | | VOE | 139,400 | $20,214 | 12/31/2023 | | Raymond James & Associates | 128,385 | $20,016 | 03/31/2024 | | VOE | 128,385 | $20,016 | 03/31/2024 | | Blair William & Co. IL | 137,807 | $19,983 | 12/31/2023 | | VOE | 137,807 | $19,983 | 12/31/2023 | | Capital Advantage Inc. | 134,965 | $19,571 | 12/31/2023 | | VOE | 134,965 | $19,571 | 12/31/2023 | | Benjamin F. Edwards & Company Inc. | 134,914 | $19,564 | 12/31/2023 | | VOE | 134,914 | $19,564 | 12/31/2023 | | Shakespeare Wealth Management Inc. | 134,880 | $19,559 | 12/31/2023 | | VOE | 134,880 | $19,559 | 12/31/2023 | | Natixis Advisors L.P. | 133,351 | $19,336 | 12/31/2023 | | VOE | 133,351 | $19,336 | 12/31/2023 | | Stephens Inc. AR | 126,077 | $18,282 | 12/31/2023 | | VOE | 126,077 | $18,282 | 12/31/2023 | | Arvest Investments Inc. | 114,797 | $17,898 | 03/31/2024 | | VOE | 114,797 | $17,898 | 03/31/2024 | | Aire Advisors LLC | 120,765 | $17,539 | 12/31/2023 | | VOE | 120,765 | $17,539 | 12/31/2023 | | BHK Investment Advisors LLC | 120,152 | $17,423 | 12/31/2023 | | VOE | 120,152 | $17,423 | 12/31/2023 | | Mercer Global Advisors Inc. ADV | 120,049 | $17,408 | 12/31/2023 | | VOE | 120,049 | $17,408 | 12/31/2023 | | Ellevest Inc. | 119,694 | $17,357 | 12/31/2023 | | VOE | 119,694 | $17,357 | 12/31/2023 | | Integrated Wealth Concepts LLC | 118,807 | $17,228 | 12/31/2023 | | VOE | 118,807 | $17,228 | 12/31/2023 | | Kestra Advisory Services LLC | 118,577 | $17,195 | 12/31/2023 | | VOE | 118,577 | $17,195 | 12/31/2023 | | Baird Financial Group Inc. | 113,656 | $16,481 | 12/31/2023 | | VOE | 113,656 | $16,481 | 12/31/2023 | | Avion Wealth | 113,575 | $16,469 | 12/31/2023 | | VOE | 113,575 | $16,469 | 12/31/2023 | | Sage Financial Group Inc. | 108,080 | $15,673 | 12/31/2023 | | VOE | 108,080 | $15,673 | 12/31/2023 | | Evensky & Katz LLC | 100,413 | $15,655 | 03/31/2024 | | VOE | 100,413 | $15,655 | 03/31/2024 | | Ledyard National Bank | 107,458 | $15,582 | 12/31/2023 | | VOE | 107,458 | $15,582 | 12/31/2023 | | Prudential Financial Inc. | 105,939 | $15,362 | 12/31/2023 | | VOE | 105,939 | $15,362 | 12/31/2023 | | Fifth Third Bancorp | 97,573 | $15,213 | 03/31/2024 | | VOE | 97,573 | $15,213 | 03/31/2024 | | Peapack Gladstone Financial Corp | 102,409 | $14,850 | 12/31/2023 | | VOE | 102,409 | $14,850 | 12/31/2023 | | Asset Management Group Inc. | 95,983 | $13,919 | 12/31/2023 | | VOE | 95,983 | $13,919 | 12/31/2023 | | Clayton Financial Group LLC | 94,654 | $13,726 | 12/31/2023 | | VOE | 94,654 | $13,726 | 12/31/2023 | | Cary Street Partners Asset Management LLC | 93,938 | $13,622 | 12/31/2023 | | VOE | 93,938 | $13,622 | 12/31/2023 | | Atlas Capital Advisors LLC | 85,851 | $13,385 | 03/31/2024 | | VOE | 85,851 | $13,385 | 03/31/2024 | | Sepio Capital LP | 90,652 | $13,145 | 12/31/2023 | | VOE | 90,652 | $13,145 | 12/31/2023 | | Edmonds Duncan Registered Investment Advisors LLC | 83,528 | $13,023 | 03/31/2024 | | VOE | 83,528 | $13,023 | 03/31/2024 | | Presilium Private Wealth LLC | 88,080 | $12,772 | 12/31/2023 | | VOE | 88,080 | $12,772 | 12/31/2023 | | Honkamp Krueger Financial Services Inc. | 86,905 | $12,602 | 12/31/2023 | | VOE | 86,905 | $12,602 | 12/31/2023 | | Prosperity Planning Inc. | 79,085 | $12,330 | 03/31/2024 | | VOE | 79,085 | $12,330 | 03/31/2024 | | State of Wisconsin Board of Commissioners of Public Lands | 81,535 | $11,823 | 12/31/2023 | | VOE | 81,535 | $11,823 | 12/31/2023 | | AE Wealth Management LLC | 82,191 | $11,804 | 12/31/2023 | | VOE | 82,191 | $11,804 | 12/31/2023 | | Thrivent Financial for Lutherans | 81,096 | $11,760 | 12/31/2023 | | VOE | 81,096 | $11,760 | 12/31/2023 | | Lutz Financial Services LLC | 80,894 | $11,730 | 12/31/2023 | | VOE | 80,894 | $11,730 | 12/31/2023 | | Janney Montgomery Scott LLC | 78,848 | $11,434 | 12/31/2023 | | VOE | 78,848 | $11,434 | 12/31/2023 | | Annapolis Financial Services LLC | 73,015 | $11,384 | 03/31/2024 | | VOE | 73,015 | $11,384 | 03/31/2024 | | Compton Wealth Advisory Group LLC | 72,993 | $11,380 | 03/31/2024 | | VOE | 72,993 | $11,380 | 03/31/2024 | | Sontag Advisory LLC | 77,120 | $11,183 | 12/31/2023 | | VOE | 77,120 | $11,183 | 12/31/2023 | | Cetera Investment Advisers | 77,036 | $11,171 | 12/31/2023 | | VOE | 77,036 | $11,171 | 12/31/2023 | | ProVise Management Group LLC | 75,654 | $10,971 | 12/31/2023 | | VOE | 75,654 | $10,971 | 12/31/2023 | | Kohmann Bosshard Financial Services LLC | 68,654 | $10,704 | 03/31/2024 | | VOE | 68,654 | $10,704 | 03/31/2024 | | Lmcg Investments LLC | 71,982 | $10,438 | 12/31/2023 | | VOE | 71,982 | $10,438 | 12/31/2023 | | Chicago Partners Investment Group LLC | 73,564 | $10,429 | 12/31/2023 | | VOE | 73,564 | $10,429 | 12/31/2023 | | DAVENPORT & Co LLC | 69,018 | $10,008 | 12/31/2023 | | VOE | 69,018 | $10,008 | 12/31/2023 | | Leavell Investment Management Inc. | 63,989 | $9,977 | 03/31/2024 | | VOE | 63,989 | $9,977 | 03/31/2024 | | Columbia Advisory Partners LLC | 63,430 | $9,889 | 03/31/2024 | | VOE | 63,430 | $9,889 | 03/31/2024 | | Checchi Capital Advisers LLC | 67,657 | $9,811 | 12/31/2023 | | VOE | 67,657 | $9,811 | 12/31/2023 | | Geneos Wealth Management Inc. | 67,622 | $9,806 | 12/31/2023 | | VOE | 67,622 | $9,806 | 12/31/2023 | | OLIO Financial Planning | 67,047 | $9,755 | 03/31/2024 | | VOE | 67,047 | $9,755 | 03/31/2024 | | Dougherty Wealth Advisers LLC | 67,253 | $9,752 | 12/31/2023 | | VOE | 67,253 | $9,752 | 12/31/2023 | | Strategic Investment Advisors MI | 61,893 | $9,650 | 03/31/2024 | | VOE | 61,893 | $9,650 | 03/31/2024 | | Cary Street Partners Investment Advisory LLC | 65,721 | $9,530 | 12/31/2023 | | VOE | 65,721 | $9,530 | 12/31/2023 | | Visionary Wealth Advisors | 65,512 | $9,500 | 12/31/2023 | | VOE | 65,512 | $9,500 | 12/31/2023 | | Scott Capital Advisors LLC | 61,445 | $9,476 | 03/31/2024 | | VOE | 61,445 | $9,476 | 03/31/2024 | | O Shaughnessy Asset Management LLC | 64,090 | $9,294 | 12/31/2023 | | VOE | 64,090 | $9,294 | 12/31/2023 | | JMG Financial Group Ltd. | 60,222 | $8,733 | 12/31/2023 | | VOE | 60,222 | $8,733 | 12/31/2023 | | Simplicity Wealth LLC | 55,897 | $8,715 | 03/31/2024 | | VOE | 55,897 | $8,715 | 03/31/2024 | | D.A. Davidson & CO. | 59,675 | $8,654 | 12/31/2023 | | VOE | 59,675 | $8,654 | 12/31/2023 | | Park Avenue Securities LLC | 55,494 | $8,652 | 03/31/2024 | | VOE | 55,494 | $8,652 | 03/31/2024 | | CWM LLC | 55,447 | $8,645 | 03/31/2024 | | VOE | 55,447 | $8,645 | 03/31/2024 | | Iron Horse Wealth Management LLC | 55,207 | $8,607 | 03/31/2024 | | VOE | 55,207 | $8,607 | 03/31/2024 | | Comerica Bank | 59,240 | $8,590 | 12/31/2023 | | VOE | 59,240 | $8,590 | 12/31/2023 | | BOKF NA | 59,193 | $8,584 | 12/31/2023 | | VOE | 59,193 | $8,584 | 12/31/2023 | | MAI Capital Management | 58,738 | $8,518 | 12/31/2023 | | VOE | 58,738 | $8,518 | 12/31/2023 | | Ratio Wealth Group | 58,668 | $8,507 | 12/31/2023 | | VOE | 58,668 | $8,507 | 12/31/2023 | | Bank of New York Mellon Corp | 57,765 | $8,377 | 12/31/2023 | | VOE | 57,765 | $8,377 | 12/31/2023 | | RTD Financial Advisors Inc. | 53,344 | $8,317 | 03/31/2024 | | VOE | 53,344 | $8,317 | 03/31/2024 | | Exencial Wealth Advisors LLC | 57,205 | $8,295 | 12/31/2023 | | VOE | 57,205 | $8,295 | 12/31/2023 | | Sawtooth Solutions LLC | 56,649 | $8,215 | 12/31/2023 | | VOE | 56,649 | $8,215 | 12/31/2023 | | Bleakley Financial Group LLC | 56,649 | $8,215 | 12/31/2023 | | VOE | 56,649 | $8,215 | 12/31/2023 | | SWAN Capital LLC | 56,380 | $8,176 | 12/31/2023 | | VOE | 56,380 | $8,176 | 12/31/2023 | | Highland Capital Management LLC | 56,174 | $8,146 | 12/31/2023 | | VOE | 56,174 | $8,146 | 12/31/2023 | | Dakota Wealth Management | 51,690 | $8,059 | 03/31/2024 | | VOE | 51,690 | $8,059 | 03/31/2024 | | Ashton Thomas Private Wealth LLC | 51,277 | $7,995 | 03/31/2024 | | VOE | 51,277 | $7,995 | 03/31/2024 | | Commerce Bank | 55,108 | $7,991 | 12/31/2023 | | VOE | 55,108 | $7,991 | 12/31/2023 | | Cornerstone Planning Group LLC | 53,757 | $7,795 | 12/31/2023 | | VOE | 53,757 | $7,795 | 12/31/2023 | | Merit Financial Group LLC | 53,729 | $7,791 | 12/31/2023 | | VOE | 53,729 | $7,791 | 12/31/2023 | | Provident Wealth Management LLC | 49,875 | $7,776 | 03/31/2024 | | VOE | 49,875 | $7,776 | 03/31/2024 | | Northern Trust Corp | 53,596 | $7,772 | 12/31/2023 | | VOE | 53,596 | $7,772 | 12/31/2023 | | BNP Paribas Arbitrage SA | 53,311 | $7,731 | 12/31/2023 | | VOE | 53,311 | $7,731 | 12/31/2023 | | Goepper Burkhardt LLC | 53,578 | $7,725 | 12/31/2023 | | VOE | 53,578 | $7,725 | 12/31/2023 | | Alesco Advisors LLC | 53,095 | $7,699 | 12/31/2023 | | VOE | 53,095 | $7,699 | 12/31/2023 | | Massmutual Trust Co. FSB ADV | 49,293 | $7,685 | 03/31/2024 | | VOE | 49,293 | $7,685 | 03/31/2024 | | Manchester Capital Management LLC | 50,926 | $7,385 | 12/31/2023 | | VOE | 50,926 | $7,385 | 12/31/2023 | | Brickley Wealth Management | 47,298 | $7,374 | 03/31/2024 | | VOE | 47,298 | $7,374 | 03/31/2024 | | Texas Yale Capital Corp. | 50,270 | $7,290 | 12/31/2023 | | VOE | 50,270 | $7,290 | 12/31/2023 | | Ledge Wealth Management Inc. | 49,901 | $7,236 | 12/31/2023 | | VOE | 49,901 | $7,236 | 12/31/2023 | | Allworth Financial LP | 48,679 | $7,059 | 12/31/2023 | | VOE | 48,679 | $7,059 | 12/31/2023 | | SPC Financial Inc. | 47,937 | $6,951 | 12/31/2023 | | VOE | 47,937 | $6,951 | 12/31/2023 | | Taylor Cottrill Erickson & Associates Inc. | 47,865 | $6,941 | 12/31/2023 | | VOE | 47,865 | $6,941 | 12/31/2023 | | Financial Planning & Information Services Inc. | 47,614 | $6,905 | 12/31/2023 | | VOE | 47,614 | $6,905 | 12/31/2023 |  Citadel Advisors LLC | | $6,840 | 12/31/2023 | | VOE | 35,971 | $5,216 | 12/31/2023 | | Call | 11,600 | $1,682 | 12/31/2023 | | Put | 400 | $58 | 12/31/2023 | | Bangor Savings Bank | 43,229 | $6,740 | 03/31/2024 | | VOE | 43,229 | $6,740 | 03/31/2024 | | SOA Wealth Advisors LLC. | 43,182 | $6,733 | 03/31/2024 | | VOE | 43,182 | $6,733 | 03/31/2024 | | Cranbrook Wealth Management LLC | 43,175 | $6,731 | 03/31/2024 | | VOE | 43,175 | $6,731 | 03/31/2024 | | Financial Counselors Inc. | 46,134 | $6,690 | 12/31/2023 | | VOE | 46,134 | $6,690 | 12/31/2023 | | Alpha Omega Wealth Management LLC | 42,386 | $6,608 | 03/31/2024 | | VOE | 42,386 | $6,608 | 03/31/2024 | | OLD National Bancorp IN | 42,058 | $6,557 | 03/31/2024 | | VOE | 42,058 | $6,557 | 03/31/2024 | | Opes Wealth Management LLC | 45,204 | $6,555 | 12/31/2023 | | VOE | 45,204 | $6,555 | 12/31/2023 | | Advisory Services Network LLC | 43,977 | $6,377 | 12/31/2023 | | VOE | 43,977 | $6,377 | 12/31/2023 | | CI Private Wealth LLC | 43,475 | $6,304 | 12/31/2023 | | VOE | 43,475 | $6,304 | 12/31/2023 | | Pittenger & Anderson Inc. | 42,524 | $6,166 | 12/31/2023 | | VOE | 42,524 | $6,166 | 12/31/2023 | | Taylor & Morgan Wealth Management LLC | 38,868 | $6,060 | 03/31/2024 | | VOE | 38,868 | $6,060 | 03/31/2024 | | Smallwood Wealth Investment Management LLC | 41,460 | $6,012 | 12/31/2023 | | VOE | 41,460 | $6,012 | 12/31/2023 | | Ruggaard & Associates LLC | 40,312 | $5,846 | 12/31/2023 | | VOE | 40,312 | $5,846 | 12/31/2023 | | Petix & Botte Co | 40,039 | $5,806 | 12/31/2023 | | VOE | 40,039 | $5,806 | 12/31/2023 | | UMB Bank N A MO | 39,403 | $5,714 | 12/31/2023 | | VOE | 39,403 | $5,714 | 12/31/2023 | | Regal Investment Advisors LLC | 39,255 | $5,692 | 12/31/2023 | | VOE | 39,255 | $5,692 | 12/31/2023 | | We Are One Seven LLC | 37,890 | $5,494 | 12/31/2023 | | VOE | 37,890 | $5,494 | 12/31/2023 | | Perigon Wealth Management LLC | 36,718 | $5,324 | 12/31/2023 | | VOE | 36,718 | $5,324 | 12/31/2023 | | Sharper & Granite LLC | 34,303 | $5,265 | 03/31/2024 | | VOE | 34,303 | $5,265 | 03/31/2024 | | King Wealth | 36,216 | $5,252 | 12/31/2023 | | VOE | 36,216 | $5,252 | 12/31/2023 | | First Horizon Advisors Inc. | 35,545 | $5,154 | 12/31/2023 | | VOE | 35,545 | $5,154 | 12/31/2023 | | Fifth Third Securities Inc. | 33,052 | $5,153 | 03/31/2024 | | VOE | 33,052 | $5,153 | 03/31/2024 | | SOL Capital Management CO | 33,037 | $5,151 | 03/31/2024 | | VOE | 33,037 | $5,151 | 03/31/2024 | | Mosaic Family Wealth Partners LLC | 34,284 | $4,972 | 12/31/2023 | | VOE | 34,284 | $4,972 | 12/31/2023 | | Cassady Schiller Wealth Management LLC | 34,073 | $4,941 | 12/31/2023 | | VOE | 34,073 | $4,941 | 12/31/2023 | | Kestra Private Wealth Services LLC | 34,063 | $4,939 | 12/31/2023 | | VOE | 34,063 | $4,939 | 12/31/2023 | | Financial Advisory Service Inc. | 33,923 | $4,919 | 12/31/2023 | | VOE | 33,923 | $4,919 | 12/31/2023 | | Brown Advisory Inc. | 31,214 | $4,867 | 03/31/2024 | | VOE | 31,214 | $4,867 | 03/31/2024 | | Spire Wealth Management | 31,055 | $4,842 | 03/31/2024 | | VOE | 31,055 | $4,842 | 03/31/2024 | | Forza Wealth Management LLC | 30,948 | $4,825 | 03/31/2024 | | VOE | 30,948 | $4,825 | 03/31/2024 | | Atria Wealth Solutions Inc. | 33,259 | $4,823 | 12/31/2023 | | VOE | 33,259 | $4,823 | 12/31/2023 | | Harbor Investment Advisory LLC | 30,908 | $4,819 | 03/31/2024 | | VOE | 30,908 | $4,819 | 03/31/2024 | | Echo45 Advisors LLC | 30,885 | $4,815 | 03/31/2024 | | VOE | 30,885 | $4,815 | 03/31/2024 | | HFG Advisors Inc. | 30,781 | $4,799 | 03/31/2024 | | VOE | 30,781 | $4,799 | 03/31/2024 | | Pure Financial Advisors Inc. | 30,522 | $4,759 | 03/31/2024 | | VOE | 30,522 | $4,759 | 03/31/2024 | | JNBA Financial Advisors | 32,530 | $4,717 | 12/31/2023 | | VOE | 32,530 | $4,717 | 12/31/2023 | | Farmers & Merchants Trust Co of Chambersburg PA | 32,299 | $4,684 | 12/31/2023 | | VOE | 32,299 | $4,684 | 12/31/2023 | | Tenret Co LLC | 30,022 | $4,681 | 03/31/2024 | | VOE | 30,022 | $4,681 | 03/31/2024 | | Wsfs Capital Management LLC | 32,002 | $4,641 | 12/31/2023 | | VOE | 32,002 | $4,641 | 12/31/2023 | | Accel Wealth Management | 29,437 | $4,589 | 03/31/2024 | | VOE | 29,437 | $4,589 | 03/31/2024 | | CX Institutional | 29,329 | $4,573 | 03/31/2024 | | VOE | 29,329 | $4,573 | 03/31/2024 | | Financial Guidance Group Inc. | 31,367 | $4,549 | 12/31/2023 | | VOE | 31,367 | $4,549 | 12/31/2023 | | MY Purposeful Wealth CORP. | 31,247 | $4,531 | 12/31/2023 | | VOE | 31,247 | $4,531 | 12/31/2023 | | HB Wealth Management LLC | 30,639 | $4,443 | 12/31/2023 | | VOE | 30,639 | $4,443 | 12/31/2023 | | Tocqueville Asset Management L.P. | 28,150 | $4,082 | 12/31/2023 | | VOE | 28,150 | $4,082 | 12/31/2023 | | Goldman Sachs Group Inc. | 28,099 | $4,075 | 12/31/2023 | | VOE | 28,099 | $4,075 | 12/31/2023 | | Catalytic Wealth RIA LLC | 27,885 | $4,044 | 12/31/2023 | | VOE | 27,885 | $4,044 | 12/31/2023 | | Bruce G. Allen Investments LLC | 25,769 | $4,018 | 03/31/2024 | | VOE | 25,769 | $4,018 | 03/31/2024 | | TFB Advisors LLC | 27,539 | $3,993 | 12/31/2023 | | VOE | 27,539 | $3,993 | 12/31/2023 | | Midwest Financial Group LLC | 25,434 | $3,965 | 03/31/2024 | | VOE | 25,434 | $3,965 | 03/31/2024 | | Zeit Capital LLC | 27,333 | $3,963 | 12/31/2023 | | VOE | 27,333 | $3,963 | 12/31/2023 | | Twin Focus Capital Partners LLC | 27,131 | $3,934 | 12/31/2023 | | VOE | 27,131 | $3,934 | 12/31/2023 | | EverSource Wealth Advisors LLC | 26,421 | $3,831 | 12/31/2023 | | VOE | 26,421 | $3,831 | 12/31/2023 | | Millburn Ridgefield Corp | 26,170 | $3,795 | 12/31/2023 | | VOE | 26,170 | $3,795 | 12/31/2023 | | Nicolet Bankshares Inc. | 26,097 | $3,784 | 12/31/2023 | | VOE | 26,097 | $3,784 | 12/31/2023 | | Glenview Trust Co | 26,091 | $3,783 | 12/31/2023 | | VOE | 26,091 | $3,783 | 12/31/2023 | | David Loasby | 26,100 | $3,757 | 12/31/2023 | | VOE | 26,100 | $3,757 | 12/31/2023 | | Maltin Wealth Management Inc. | 23,816 | $3,713 | 03/31/2024 | | VOE | 23,816 | $3,713 | 03/31/2024 | | Financial Advisory Corp UT ADV | 23,569 | $3,675 | 03/31/2024 | | VOE | 23,569 | $3,675 | 03/31/2024 | | Eclectic Associates Inc. ADV | 23,398 | $3,648 | 03/31/2024 | | VOE | 23,398 | $3,648 | 03/31/2024 | | Becker Capital Management Inc. | 24,976 | $3,622 | 12/31/2023 | | VOE | 24,976 | $3,622 | 12/31/2023 | | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 24,968 | $3,621 | 12/31/2023 | | VOE | 24,968 | $3,621 | 12/31/2023 | | Pathstone Holdings LLC | 24,891 | $3,610 | 12/31/2023 | | VOE | 24,891 | $3,610 | 12/31/2023 | | First United Bank Trust | 24,856 | $3,604 | 12/31/2023 | | VOE | 24,856 | $3,604 | 12/31/2023 | | Valley National Advisers Inc. | 22,929 | $3,574 | 03/31/2024 | | VOE | 22,929 | $3,574 | 03/31/2024 | | Cresset Asset Management LLC | 24,541 | $3,559 | 12/31/2023 | | VOE | 24,541 | $3,559 | 12/31/2023 | | Miracle Mile Advisors LLC | 22,551 | $3,516 | 03/31/2024 | | VOE | 22,551 | $3,516 | 03/31/2024 | | Atria Investments LLC | 24,176 | $3,506 | 12/31/2023 | | VOE | 24,176 | $3,506 | 12/31/2023 | | Tacita Capital Inc | 24,180 | $3,506 | 12/31/2023 | | VOE | 24,180 | $3,506 | 12/31/2023 | | Ifrah Financial Services Inc. | 24,173 | $3,505 | 12/31/2023 | | VOE | 24,173 | $3,505 | 12/31/2023 | | Signet Financial Management LLC | 22,250 | $3,469 | 03/31/2024 | | VOE | 22,250 | $3,469 | 03/31/2024 | | Houlihan Financial Resource Group Ltd. | 23,473 | $3,404 | 12/31/2023 | | VOE | 23,473 | $3,404 | 12/31/2023 | | Richard P Slaughter Associates Inc | 21,550 | $3,360 | 03/31/2024 | | VOE | 21,550 | $3,360 | 03/31/2024 | | TAGStone Capital Inc. | 22,602 | $3,277 | 12/31/2023 | | VOE | 22,602 | $3,277 | 12/31/2023 | | Lpwm LLC | 21,597 | $3,273 | 03/31/2024 | | VOE | 21,597 | $3,273 | 03/31/2024 | | Fee Only Financial Planning L.C. | 22,560 | $3,271 | 12/31/2023 | | VOE | 22,560 | $3,271 | 12/31/2023 | | Mustard Seed Financial LLC | 20,951 | $3,267 | 03/31/2024 | | VOE | 20,951 | $3,267 | 03/31/2024 | | Stokes Family Office LLC | 22,510 | $3,264 | 12/31/2023 | | VOE | 22,510 | $3,264 | 12/31/2023 | | Black Diamond Financial LLC | 22,252 | $3,227 | 12/31/2023 | | VOE | 22,252 | $3,227 | 12/31/2023 | | Mutual Advisors LLC | 22,087 | $3,203 | 12/31/2023 | | VOE | 22,087 | $3,203 | 12/31/2023 | | Wealthcare Advisory Partners LLC | 20,434 | $3,186 | 03/31/2024 | | VOE | 20,434 | $3,186 | 03/31/2024 | | CIBC Private Wealth Group LLC | 21,851 | $3,169 | 12/31/2023 | | VOE | 21,851 | $3,169 | 12/31/2023 | | Aptus Capital Advisors LLC | 21,481 | $3,115 | 12/31/2023 | | VOE | 21,481 | $3,115 | 12/31/2023 | | Verus Capital Partners LLC | 21,477 | $3,114 | 12/31/2023 | | VOE | 21,477 | $3,114 | 12/31/2023 | | RSM US Wealth Management LLC | 21,447 | $3,110 | 12/31/2023 | | VOE | 21,447 | $3,110 | 12/31/2023 | | Cetera Advisors LLC | 21,261 | $3,083 | 12/31/2023 | | VOE | 21,261 | $3,083 | 12/31/2023 | | Sterling Financial Planning Inc. | 21,171 | $3,070 | 12/31/2023 | | VOE | 21,171 | $3,070 | 12/31/2023 | | Axiom Advisory LLC | 19,188 | $2,992 | 03/31/2024 | | VOE | 19,188 | $2,992 | 03/31/2024 | | IVC Wealth Advisors LLC | 19,133 | $2,983 | 03/31/2024 | | VOE | 19,133 | $2,983 | 03/31/2024 | | Stage Harbor Financial LLC | 20,528 | $2,977 | 12/31/2023 | | VOE | 20,528 | $2,977 | 12/31/2023 | | Sound View Wealth Advisors Group LLC | 20,498 | $2,972 | 12/31/2023 | | VOE | 20,498 | $2,972 | 12/31/2023 | | White Lighthouse Investment Management Inc. | 20,405 | $2,959 | 12/31/2023 | | VOE | 20,405 | $2,959 | 12/31/2023 | | Steward Partners Investment Advisory LLC | 20,393 | $2,957 | 12/31/2023 | | VOE | 20,393 | $2,957 | 12/31/2023 | | Wedmont Private Capital | 19,144 | $2,952 | 03/31/2024 | | VOE | 19,144 | $2,952 | 03/31/2024 | | CENTRAL TRUST Co | 18,872 | $2,942 | 03/31/2024 | | VOE | 18,872 | $2,942 | 03/31/2024 | | Concurrent Investment Advisors LLC | 19,910 | $2,887 | 12/31/2023 | | VOE | 19,910 | $2,887 | 12/31/2023 | | WealthShield Partners LLC | 19,872 | $2,882 | 12/31/2023 | | VOE | 19,872 | $2,882 | 12/31/2023 | | Stillwater Capital Advisors LLC | 18,023 | $2,810 | 03/31/2024 | | VOE | 18,023 | $2,810 | 03/31/2024 | | Hallmark Capital Management Inc. | 19,330 | $2,803 | 12/31/2023 | | VOE | 19,330 | $2,803 | 12/31/2023 | | FinTrust Capital Advisors LLC | 19,319 | $2,802 | 12/31/2023 | | VOE | 19,319 | $2,802 | 12/31/2023 | | Tritonpoint Wealth LLC | 19,308 | $2,800 | 12/31/2023 | | VOE | 19,308 | $2,800 | 12/31/2023 | | Brighton Jones LLC | 19,251 | $2,792 | 12/31/2023 | | VOE | 19,251 | $2,792 | 12/31/2023 | | Everhart Financial Group Inc. | 19,225 | $2,788 | 12/31/2023 | | VOE | 19,225 | $2,788 | 12/31/2023 | | Cooksen Wealth LLC | 17,828 | $2,780 | 03/31/2024 | | VOE | 17,828 | $2,780 | 03/31/2024 | | Associated Banc Corp | 19,135 | $2,775 | 12/31/2023 | | VOE | 19,135 | $2,775 | 12/31/2023 | | Clear Harbor Asset Management LLC | 19,135 | $2,775 | 12/31/2023 | | VOE | 19,135 | $2,775 | 12/31/2023 | | Safeguard Financial LLC | 17,704 | $2,760 | 03/31/2024 | | VOE | 17,704 | $2,760 | 03/31/2024 | | CBIZ Investment Advisory Services LLC | 19,027 | $2,759 | 12/31/2023 | | VOE | 19,027 | $2,759 | 12/31/2023 | | Harbour Investments Inc. | 18,654 | $2,705 | 12/31/2023 | | VOE | 18,654 | $2,705 | 12/31/2023 | | Principal Securities Inc. | 18,385 | $2,666 | 12/31/2023 | | VOE | 18,385 | $2,666 | 12/31/2023 | | Avantax Advisory Services Inc. | 18,291 | $2,652 | 12/31/2023 | | VOE | 18,291 | $2,652 | 12/31/2023 | | Insigneo Advisory Services LLC | 18,000 | $2,610 | 12/31/2023 | | VOE | 18,000 | $2,610 | 12/31/2023 | | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 17,787 | $2,579 | 12/31/2023 | | VOE | 17,787 | $2,579 | 12/31/2023 | | MAS Advisors LLC | 17,741 | $2,573 | 12/31/2023 | | VOE | 17,741 | $2,573 | 12/31/2023 | | Cerity Partners LLC | 17,693 | $2,566 | 12/31/2023 | | VOE | 17,693 | $2,566 | 12/31/2023 | | Forte Capital LLC ADV | 17,648 | $2,559 | 12/31/2023 | | VOE | 17,648 | $2,559 | 12/31/2023 | | Trustmark National Bank Trust Department | 17,509 | $2,539 | 12/31/2023 | | VOE | 17,509 | $2,539 | 12/31/2023 | | NewEdge Wealth LLC | 17,357 | $2,517 | 12/31/2023 | | VOE | 17,357 | $2,517 | 12/31/2023 | | Thrive Capital Management LLC | 17,313 | $2,511 | 12/31/2023 | | VOE | 17,313 | $2,511 | 12/31/2023 | | HBK Sorce Advisory LLC | 16,944 | $2,457 | 12/31/2023 | | VOE | 16,944 | $2,457 | 12/31/2023 | | National Asset Management Inc. | 16,679 | $2,419 | 12/31/2023 | | VOE | 16,679 | $2,419 | 12/31/2023 | | Stratos Wealth Advisors LLC | 15,500 | $2,417 | 03/31/2024 | | VOE | 15,500 | $2,417 | 03/31/2024 | | Global Assets Advisory LLC | 15,473 | $2,412 | 03/31/2024 | | VOE | 15,473 | $2,412 | 03/31/2024 | | Simmons Bank | 16,537 | $2,398 | 12/31/2023 | | VOE | 16,537 | $2,398 | 12/31/2023 | | Proequities Inc. | 16,347 | $2,370 | 12/31/2023 | | VOE | 16,347 | $2,370 | 12/31/2023 | | Day & Ennis LLC | 16,304 | $2,364 | 12/31/2023 | | VOE | 16,304 | $2,364 | 12/31/2023 | | Washington Trust Advisors Inc. | 15,907 | $2,307 | 12/31/2023 | | VOE | 15,907 | $2,307 | 12/31/2023 | | Synovus Financial Corp | 15,775 | $2,291 | 12/31/2023 | | VOE | 15,775 | $2,291 | 12/31/2023 | | Pinnacle Financial Group LLC IL | 15,697 | $2,276 | 12/31/2023 | | VOE | 15,697 | $2,276 | 12/31/2023 | | 180 Wealth Advisors LLC | 14,480 | $2,258 | 03/31/2024 | | VOE | 14,480 | $2,258 | 03/31/2024 | | Advisory Alpha LLC | 15,516 | $2,250 | 12/31/2023 | | VOE | 15,516 | $2,250 | 12/31/2023 | | Ironsides Asset Advisors LLC | 15,397 | $2,233 | 12/31/2023 | | VOE | 15,397 | $2,233 | 12/31/2023 | | Grimes & Company Inc. | 14,207 | $2,215 | 03/31/2024 | | VOE | 14,207 | $2,215 | 03/31/2024 | | Cambridge Associates LLC MA ADV | 15,130 | $2,194 | 12/31/2023 | | VOE | 15,130 | $2,194 | 12/31/2023 | | Savant Capital LLC | 15,066 | $2,185 | 12/31/2023 | | VOE | 15,066 | $2,185 | 12/31/2023 | | Ascent Group LLC | 14,844 | $2,160 | 12/31/2023 | | VOE | 14,844 | $2,160 | 12/31/2023 | | Collective Family Office LLC | 13,828 | $2,156 | 03/31/2024 | | VOE | 13,828 | $2,156 | 03/31/2024 | | Phillips Financial Management LLC | 13,729 | $2,140 | 03/31/2024 | | VOE | 13,729 | $2,140 | 03/31/2024 | | Empirical Finance LLC | 14,732 | $2,136 | 12/31/2023 | | VOE | 14,732 | $2,136 | 12/31/2023 | | Wescott Financial Advisory Group LLC | 14,296 | $2,073 | 12/31/2023 | | VOE | 14,296 | $2,073 | 12/31/2023 | | AIMZ Investment Advisors LLC | 14,177 | $2,056 | 12/31/2023 | | VOE | 14,177 | $2,056 | 12/31/2023 | | Prime Capital Investment Advisors LLC | 13,864 | $2,010 | 12/31/2023 | | VOE | 13,864 | $2,010 | 12/31/2023 | | MidWestOne Financial Group Inc. | 13,488 | $1,956 | 12/31/2023 | | VOE | 13,488 | $1,956 | 12/31/2023 | | Stratos Wealth Partners LTD. | 12,406 | $1,934 | 03/31/2024 | | VOE | 12,406 | $1,934 | 03/31/2024 | | Willis Johnson & Associates Inc. | 12,251 | $1,910 | 03/31/2024 | | VOE | 12,251 | $1,910 | 03/31/2024 | | Global Retirement Partners LLC | 12,228 | $1,906 | 03/31/2024 | | VOE | 12,228 | $1,906 | 03/31/2024 | | Bank of Hawaii | 12,988 | $1,883 | 12/31/2023 | | VOE | 12,988 | $1,883 | 12/31/2023 | | StrategIQ Financial Group LLC | 12,858 | $1,865 | 12/31/2023 | | VOE | 12,858 | $1,865 | 12/31/2023 | | Index Fund Advisors Inc. | 12,827 | $1,860 | 12/31/2023 | | VOE | 12,827 | $1,860 | 12/31/2023 | | DDFG Inc | 12,804 | $1,857 | 12/31/2023 | | VOE | 12,804 | $1,857 | 12/31/2023 | | Staley Capital Advisers Inc. | 12,755 | $1,850 | 12/31/2023 | | VOE | 12,755 | $1,850 | 12/31/2023 | | Pathway Financial Advisors LLC | 11,771 | $1,835 | 03/31/2024 | | VOE | 11,771 | $1,835 | 03/31/2024 | | Well Done LLC | 11,704 | $1,825 | 03/31/2024 | | VOE | 11,704 | $1,825 | 03/31/2024 | | Grove Bank & Trust | 12,499 | $1,812 | 12/31/2023 | | VOE | 12,499 | $1,812 | 12/31/2023 | | Center For Asset Management LLC | 12,440 | $1,804 | 12/31/2023 | | VOE | 12,440 | $1,804 | 12/31/2023 | | Wealth Alliance | 12,378 | $1,795 | 12/31/2023 | | VOE | 12,378 | $1,795 | 12/31/2023 | | Planning Directions Inc. | 12,160 | $1,763 | 12/31/2023 | | VOE | 12,160 | $1,763 | 12/31/2023 | | Ameritas Advisory Services LLC | 12,038 | $1,749 | 12/31/2023 | | VOE | 12,038 | $1,749 | 12/31/2023 | | AMG National Trust Bank | 11,996 | $1,740 | 12/31/2023 | | VOE | 11,996 | $1,740 | 12/31/2023 | | Meridian Wealth Management LLC | 11,989 | $1,738 | 12/31/2023 | | VOE | 11,989 | $1,738 | 12/31/2023 | | Atlas Brown Inc. | 11,122 | $1,734 | 03/31/2024 | | VOE | 11,122 | $1,734 | 03/31/2024 | | Cadence Wealth Management LLC | 11,937 | $1,731 | 12/31/2023 | | VOE | 11,937 | $1,731 | 12/31/2023 | | SilverOak Wealth Management LLC | 11,884 | $1,723 | 12/31/2023 | | VOE | 11,884 | $1,723 | 12/31/2023 | | Country Club Bank GFN | 10,983 | $1,712 | 03/31/2024 | | VOE | 10,983 | $1,712 | 03/31/2024 | | J.W. Cole Advisors Inc. | 11,785 | $1,709 | 12/31/2023 | | VOE | 11,785 | $1,709 | 12/31/2023 | | Sigma Planning Corp | 11,788 | $1,709 | 12/31/2023 | | VOE | 11,788 | $1,709 | 12/31/2023 | | Paradigm Financial Partners LLC | 11,634 | $1,687 | 12/31/2023 | | VOE | 11,634 | $1,687 | 12/31/2023 | | Noble Family Wealth LLC | 10,790 | $1,682 | 03/31/2024 | | VOE | 10,790 | $1,682 | 03/31/2024 | | Wells Trecaso Financial Group LLC | 10,768 | $1,679 | 03/31/2024 | | VOE | 10,768 | $1,679 | 03/31/2024 | | Ballentine Partners LLC | 10,746 | $1,675 | 03/31/2024 | | VOE | 10,746 | $1,675 | 03/31/2024 | | Toroso Investments LLC | 11,434 | $1,658 | 12/31/2023 | | VOE | 11,434 | $1,658 | 12/31/2023 | | Sierra Capital LLC | 11,383 | $1,651 | 12/31/2023 | | VOE | 11,383 | $1,651 | 12/31/2023 | | Sterling Financial Group Inc. | 10,520 | $1,640 | 03/31/2024 | | VOE | 10,520 | $1,640 | 03/31/2024 | | Wolff Financial Management LLC | 10,389 | $1,620 | 03/31/2024 | | VOE | 10,389 | $1,620 | 03/31/2024 | | Etfidea LLC | 11,154 | $1,617 | 12/31/2023 | | VOE | 11,154 | $1,617 | 12/31/2023 | | Wellington Management Group LLP | 11,112 | $1,611 | 12/31/2023 | | VOE | 11,112 | $1,611 | 12/31/2023 | | Arete Wealth Advisors LLC | 11,094 | $1,609 | 12/31/2023 | | VOE | 11,094 | $1,609 | 12/31/2023 | | Clark Financial Services Group Inc. BD | 11,047 | $1,602 | 12/31/2023 | | VOE | 11,047 | $1,602 | 12/31/2023 | | Allspring Global Investments Holdings LLC | 10,242 | $1,597 | 03/31/2024 | | VOE | 10,242 | $1,597 | 03/31/2024 | | General American Investors Co. Inc. | 11,000 | $1,595 | 12/31/2023 | | VOE | 11,000 | $1,595 | 12/31/2023 | | Breed s Hill Capital LLC | 10,945 | $1,587 | 12/31/2023 | | VOE | 10,945 | $1,587 | 12/31/2023 | | Argent Trust Co | 10,913 | $1,582 | 12/31/2023 | | VOE | 10,913 | $1,582 | 12/31/2023 | | SNS Financial Group LLC | 10,085 | $1,572 | 03/31/2024 | | VOE | 10,085 | $1,572 | 03/31/2024 | | PFG Investments LLC | 10,022 | $1,563 | 03/31/2024 | | VOE | 10,022 | $1,563 | 03/31/2024 | | Bishop & Co Investment Management LLC | 10,757 | $1,560 | 12/31/2023 | | VOE | 10,757 | $1,560 | 12/31/2023 | | Resources Investment Advisors LLC. | 10,728 | $1,556 | 12/31/2023 | | VOE | 10,728 | $1,556 | 12/31/2023 | | Roof Eidam & Maycock ADV | 10,500 | $1,523 | 12/31/2023 | | VOE | 10,500 | $1,523 | 12/31/2023 | | Girard Partners LTD. | 10,472 | $1,519 | 12/31/2023 | | VOE | 10,472 | $1,519 | 12/31/2023 | | Atlantic Union Bankshares Corp | 9,690 | $1,511 | 03/31/2024 | | VOE | 9,690 | $1,511 | 03/31/2024 | | Culbertson A N & Co. Inc. | 10,376 | $1,505 | 12/31/2023 | | VOE | 10,376 | $1,505 | 12/31/2023 | | MMA Asset Management LLC | 10,413 | $1,501 | 12/31/2023 | | VOE | 10,413 | $1,501 | 12/31/2023 | | Pacific Sun Financial Corp | 10,345 | $1,500 | 12/31/2023 | | VOE | 10,345 | $1,500 | 12/31/2023 | | Patriot Investment Management Inc. | 9,539 | $1,487 | 03/31/2024 | | VOE | 9,539 | $1,487 | 03/31/2024 | | Wambolt & Associates LLC | 10,173 | $1,475 | 12/31/2023 | | VOE | 10,173 | $1,475 | 12/31/2023 | | Insight Advisors LLC PA | 10,113 | $1,466 | 12/31/2023 | | VOE | 10,113 | $1,466 | 12/31/2023 | | Evergreen Wealth Management LLC | 10,074 | $1,461 | 12/31/2023 | | VOE | 10,074 | $1,461 | 12/31/2023 | | Wealthfront Advisers LLC | 9,338 | $1,456 | 03/31/2024 | | VOE | 9,338 | $1,456 | 03/31/2024 | | Kingsview Wealth Management LLC | 9,971 | $1,446 | 12/31/2023 | | VOE | 9,971 | $1,446 | 12/31/2023 | | Schwallier Wealth Management LLC | 9,965 | $1,445 | 12/31/2023 | | VOE | 9,965 | $1,445 | 12/31/2023 | | Acropolis Investment Management LLC | 9,158 | $1,428 | 03/31/2024 | | VOE | 9,158 | $1,428 | 03/31/2024 | | SC&H Financial Advisors Inc. | 9,798 | $1,421 | 12/31/2023 | | VOE | 9,798 | $1,421 | 12/31/2023 | | Ally Invest Advisors Inc. | 9,725 | $1,410 | 12/31/2023 | | VOE | 9,725 | $1,410 | 12/31/2023 | | Mather Group LLC. | 9,700 | $1,407 | 03/31/2024 | | VOE | 9,700 | $1,407 | 03/31/2024 | | Axxcess Wealth Management LLC | 9,703 | $1,407 | 12/31/2023 | | VOE | 9,703 | $1,407 | 12/31/2023 | | CIBC World Markets Inc. | 9,619 | $1,395 | 12/31/2023 | | VOE | 9,619 | $1,395 | 12/31/2023 | | Ieq Capital LLC | 9,483 | $1,375 | 12/31/2023 | | VOE | 9,483 | $1,375 | 12/31/2023 | | Centered Wealth LLC dba Miller Equity Capital Advisors | 9,407 | $1,364 | 12/31/2023 | | VOE | 9,407 | $1,364 | 12/31/2023 | | Cozad Asset Management Inc. | 9,250 | $1,341 | 12/31/2023 | | VOE | 9,250 | $1,341 | 12/31/2023 | | Prospera Financial Services Inc | 9,221 | $1,337 | 12/31/2023 | | VOE | 9,221 | $1,337 | 12/31/2023 | | Cardiff Park Advisors LLC | 9,215 | $1,336 | 12/31/2023 | | VOE | 9,215 | $1,336 | 12/31/2023 | | CJM Wealth Advisers Ltd. | 8,506 | $1,326 | 03/31/2024 | | VOE | 8,506 | $1,326 | 03/31/2024 | | Howland Capital Management LLC | 9,040 | $1,311 | 12/31/2023 | | VOE | 9,040 | $1,311 | 12/31/2023 | | Citigroup Inc. | 9,012 | $1,307 | 12/31/2023 | | VOE | 9,012 | $1,307 | 12/31/2023 | | Victory Financial Group LLC | 8,997 | $1,305 | 12/31/2023 | | VOE | 8,997 | $1,305 | 12/31/2023 | | Integrated Advisors Network LLC | 8,848 | $1,283 | 12/31/2023 | | VOE | 8,848 | $1,283 | 12/31/2023 | | Northeast Financial Consultants Inc | 8,828 | $1,280 | 12/31/2023 | | VOE | 8,828 | $1,280 | 12/31/2023 | | Truepoint Inc. | 8,814 | $1,278 | 12/31/2023 | | VOE | 8,814 | $1,278 | 12/31/2023 | | Nations Financial Group Inc. IA ADV | 8,107 | $1,264 | 03/31/2024 | | VOE | 8,107 | $1,264 | 03/31/2024 | | AdvisorNet Financial Inc | 8,087 | $1,261 | 03/31/2024 | | VOE | 8,087 | $1,261 | 03/31/2024 | | Jane Street Group LLC | 8,687 | $1,260 | 12/31/2023 | | VOE | 8,687 | $1,260 | 12/31/2023 | | Financial Advocates Investment Management | 8,652 | $1,255 | 12/31/2023 | | VOE | 8,652 | $1,255 | 12/31/2023 | | Cedar Brook Financial Partners LLC | 7,991 | $1,246 | 03/31/2024 | | VOE | 7,991 | $1,246 | 03/31/2024 | | First National Bank of Mount Dora Trust Investment Services | 7,974 | $1,243 | 03/31/2024 | | VOE | 7,974 | $1,243 | 03/31/2024 | | MONECO Advisors LLC | 8,570 | $1,243 | 12/31/2023 | | VOE | 8,570 | $1,243 | 12/31/2023 | | Prudential PLC | 8,563 | $1,242 | 12/31/2023 | | VOE | 8,563 | $1,242 | 12/31/2023 | | SRS Capital Advisors Inc. | 8,461 | $1,227 | 12/31/2023 | | VOE | 8,461 | $1,227 | 12/31/2023 | | Whittier Trust Co. | 8,422 | $1,221 | 12/31/2023 | | VOE | 8,422 | $1,221 | 12/31/2023 | | Empower Advisory Group LLC | 8,366 | $1,213 | 12/31/2023 | | VOE | 8,366 | $1,213 | 12/31/2023 | | Pensionmark Financial Group LLC | 8,360 | $1,212 | 12/31/2023 | | VOE | 8,360 | $1,212 | 12/31/2023 | | East Coast Asset Management LLC. | 8,338 | $1,209 | 12/31/2023 | | VOE | 8,338 | $1,209 | 12/31/2023 | | Dentgroup LLC | 7,664 | $1,195 | 03/31/2024 | | VOE | 7,664 | $1,195 | 03/31/2024 | | Marino Stram & Associates LLC | 7,659 | $1,194 | 03/31/2024 | | VOE | 7,659 | $1,194 | 03/31/2024 | | Windham Capital Management LLC | 8,087 | $1,173 | 12/31/2023 | | VOE | 8,087 | $1,173 | 12/31/2023 | | Baker Ellis Asset Management LLC | 7,520 | $1,172 | 03/31/2024 | | VOE | 7,520 | $1,172 | 03/31/2024 | | Cornerstone Wealth Management LLC | 7,458 | $1,163 | 03/31/2024 | | VOE | 7,458 | $1,163 | 03/31/2024 | | Flow Traders U.S. LLC | 8,005 | $1,161 | 12/31/2023 | | VOE | 8,005 | $1,161 | 12/31/2023 | | Parsons Capital Management Inc. RI | 7,431 | $1,159 | 03/31/2024 | | VOE | 7,431 | $1,159 | 03/31/2024 | | Signature Estate & Investment Advisors LLC | 7,941 | $1,151 | 12/31/2023 | | VOE | 7,941 | $1,151 | 12/31/2023 | | Capital Advisors Ltd. LLC | 7,367 | $1,149 | 03/31/2024 | | VOE | 7,367 | $1,149 | 03/31/2024 | | Jefferies Financial Group Inc. | 7,891 | $1,144 | 12/31/2023 | | VOE | 7,891 | $1,144 | 12/31/2023 | | Revolve Wealth Partners LLC | 7,250 | $1,130 | 03/31/2024 | | VOE | 7,250 | $1,130 | 03/31/2024 | | Vanguard Group Inc. | 7,738 | $1,122 | 12/31/2023 | | VOE | 7,738 | $1,122 | 12/31/2023 | | Orion Portfolio Solutions LLC | 7,646 | $1,110 | 12/31/2023 | | VOE | 7,646 | $1,110 | 12/31/2023 | | Continuum Advisory LLC | 7,615 | $1,106 | 12/31/2023 | | VOE | 7,615 | $1,106 | 12/31/2023 | | Bridgeworth LLC | 7,589 | $1,100 | 12/31/2023 | | VOE | 7,589 | $1,100 | 12/31/2023 | | Oakworth Capital Inc. | 7,034 | $1,097 | 03/31/2024 | | VOE | 7,034 | $1,097 | 03/31/2024 | | Opinicus Capital Inc. | 6,902 | $1,076 | 03/31/2024 | | VOE | 6,902 | $1,076 | 03/31/2024 | | Zhang Financial LLC | 6,861 | $1,070 | 03/31/2024 | | VOE | 6,861 | $1,070 | 03/31/2024 | | Topel & Distasi Wealth Management LLC | 7,359 | $1,067 | 12/31/2023 | | VOE | 7,359 | $1,067 | 12/31/2023 | | American Trust | 7,335 | $1,064 | 12/31/2023 | | VOE | 7,335 | $1,064 | 12/31/2023 | | Institute for Wealth Management LLC. | 7,313 | $1,060 | 12/31/2023 | | VOE | 7,313 | $1,060 | 12/31/2023 | | Kiely Wealth Advisory Group Inc. | 7,356 | $1,060 | 12/31/2023 | | VOE | 7,356 | $1,060 | 12/31/2023 | | Clear Creek Financial Management LLC | 7,295 | $1,056 | 12/31/2023 | | VOE | 7,295 | $1,056 | 12/31/2023 | | Regions Financial Corp | 6,751 | $1,053 | 03/31/2024 | | VOE | 6,751 | $1,053 | 03/31/2024 | | Johnson Investment Counsel Inc. | 7,238 | $1,050 | 12/31/2023 | | VOE | 7,238 | $1,050 | 12/31/2023 | | Thoroughbred Financial Services LLC | 7,197 | $1,043 | 12/31/2023 | | VOE | 7,197 | $1,043 | 12/31/2023 | | United Capital Financial Advisers LLC | 7,186 | $1,042 | 12/31/2023 | | VOE | 7,186 | $1,042 | 12/31/2023 | | Oppenheimer & Co. Inc. | 7,119 | $1,032 | 12/31/2023 | | VOE | 7,119 | $1,032 | 12/31/2023 | | Financial Engines Advisors L.L.C. | 7,087 | $1,028 | 12/31/2023 | | VOE | 7,087 | $1,028 | 12/31/2023 | | American Institute for Advanced Investment Management LLP | 6,537 | $1,019 | 03/31/2024 | | VOE | 6,537 | $1,019 | 03/31/2024 | | Willner & Heller LLC | 7,013 | $1,017 | 12/31/2023 | | VOE | 7,013 | $1,017 | 12/31/2023 | | Trust Co. of Vermont | 7,000 | $1,015 | 12/31/2023 | | VOE | 7,000 | $1,015 | 12/31/2023 | | Level Four Advisory Services LLC | 6,998 | $1,015 | 12/31/2023 | | VOE | 6,998 | $1,015 | 12/31/2023 | | Hexagon Capital Partners LLC | 6,417 | $1,000 | 03/31/2024 | | VOE | 6,417 | $1,000 | 03/31/2024 | | Novak & Powell Financial Services Inc. | 6,883 | $1,000 | 12/31/2023 | | VOE | 6,883 | $1,000 | 12/31/2023 | | Whittier Trust Co. of Nevada Inc. | 6,842 | $992 | 12/31/2023 | | VOE | 6,842 | $992 | 12/31/2023 | | Buckingham Strategic Wealth LLC | 6,831 | $991 | 12/31/2023 | | VOE | 6,831 | $991 | 12/31/2023 | | BKM Wealth Management LLC | 6,313 | $984 | 03/31/2024 | | VOE | 6,313 | $984 | 03/31/2024 | | Intergy Private Wealth LLC | 6,270 | $978 | 03/31/2024 | | VOE | 6,270 | $978 | 03/31/2024 | | Chemistry Wealth Management LLC | 6,269 | $977 | 03/31/2024 | | VOE | 6,269 | $977 | 03/31/2024 | | KMG Fiduciary Partners LLC | 6,257 | $976 | 03/31/2024 | | VOE | 6,257 | $976 | 03/31/2024 | | 9258 Wealth Management LLC | 6,717 | $974 | 12/31/2023 | | VOE | 6,717 | $974 | 12/31/2023 | | Franklin Resources Inc. | 6,584 | $955 | 12/31/2023 | | VOE | 6,584 | $955 | 12/31/2023 | | Main Street Financial Solutions LLC | 6,113 | $953 | 03/31/2024 | | VOE | 6,113 | $953 | 03/31/2024 | | Smithfield Trust Co. | 6,528 | $947 | 12/31/2023 | | VOE | 6,528 | $947 | 12/31/2023 | | IHT Wealth Management LLC | 6,525 | $946 | 12/31/2023 | | VOE | 6,525 | $946 | 12/31/2023 | | Ausdal Financial Partners Inc. | 5,991 | $934 | 03/31/2024 | | VOE | 5,991 | $934 | 03/31/2024 | | Paulson Wealth Management Inc. | 6,438 | $934 | 12/31/2023 | | VOE | 6,438 | $934 | 12/31/2023 | | Summit Trail Advisors LLC | 5,966 | $930 | 03/31/2024 | | VOE | 5,966 | $930 | 03/31/2024 | | Lido Advisors LLC | 6,413 | $930 | 12/31/2023 | | VOE | 6,413 | $930 | 12/31/2023 | | Wrapmanager Inc. | 6,390 | $927 | 12/31/2023 | | VOE | 6,390 | $927 | 12/31/2023 | | Brookstone Capital Management | 5,893 | $919 | 03/31/2024 | | VOE | 5,893 | $919 | 03/31/2024 | | Baldwin Investment Management LLC | 6,319 | $916 | 12/31/2023 | | VOE | 6,319 | $916 | 12/31/2023 | | Nalls Sherbakoff Group LLC | 6,319 | $916 | 12/31/2023 | | VOE | 6,319 | $916 | 12/31/2023 | | Envestnet Portfolio Solutions Inc. | 6,214 | $901 | 12/31/2023 | | VOE | 6,214 | $901 | 12/31/2023 | | Strategic Financial Concepts LLC | 5,767 | $899 | 03/31/2024 | | VOE | 5,767 | $899 | 03/31/2024 | | Founders Financial Securities LLC | 5,761 | $898 | 03/31/2024 | | VOE | 5,761 | $898 | 03/31/2024 | | Csenge Advisory Group | 6,185 | $897 | 12/31/2023 | | VOE | 6,185 | $897 | 12/31/2023 | | Next Level Private LLC | 5,681 | $886 | 03/31/2024 | | VOE | 5,681 | $886 | 03/31/2024 | | Waypoint Capital Advisors LLC | 6,079 | $882 | 12/31/2023 | | VOE | 6,079 | $882 | 12/31/2023 | | Guidance Point Advisors LLC | 6,040 | $876 | 12/31/2023 | | VOE | 6,040 | $876 | 12/31/2023 | | Eagle Strategies LLC | 5,599 | $873 | 03/31/2024 | | VOE | 5,599 | $873 | 03/31/2024 | | City Holding Co. | 5,575 | $869 | 03/31/2024 | | VOE | 5,575 | $869 | 03/31/2024 | | Octavia Wealth Advisors LLC | 5,525 | $861 | 03/31/2024 | | VOE | 5,525 | $861 | 03/31/2024 | | Rockbridge Investment Management LCC | 5,892 | $854 | 12/31/2023 | | VOE | 5,892 | $854 | 12/31/2023 | | FDx Advisors Inc. | 5,883 | $853 | 12/31/2023 | | VOE | 5,883 | $853 | 12/31/2023 | | Whitaker Myers Wealth Managers LTD. | 5,443 | $849 | 03/31/2024 | | VOE | 5,443 | $849 | 03/31/2024 | | Horizon Bancorp Inc. IN | 5,429 | $846 | 03/31/2024 | | VOE | 5,429 | $846 | 03/31/2024 | | Heartwood Wealth Advisors LLC | 5,417 | $845 | 03/31/2024 | | VOE | 5,417 | $845 | 03/31/2024 | | Cedrus LLC | 5,416 | $844 | 03/31/2024 | | VOE | 5,416 | $844 | 03/31/2024 | | Engrave Wealth Partners LLC | 5,741 | $833 | 12/31/2023 | | VOE | 5,741 | $833 | 12/31/2023 | | Lam Group Inc. | 5,275 | $822 | 03/31/2024 | | VOE | 5,275 | $822 | 03/31/2024 | | O ROURKE & COMPANY Inc | 5,244 | $818 | 03/31/2024 | | VOE | 5,244 | $818 | 03/31/2024 | | Magnus Financial Group LLC | 5,627 | $816 | 12/31/2023 | | VOE | 5,627 | $816 | 12/31/2023 | | FC Advisory LLC | 5,211 | $812 | 03/31/2024 | | VOE | 5,211 | $812 | 03/31/2024 | | US Financial Advisors LLC | 5,591 | $811 | 12/31/2023 | | VOE | 5,591 | $811 | 12/31/2023 | | McClarren Financial Advisors Inc. | 5,554 | $805 | 12/31/2023 | | VOE | 5,554 | $805 | 12/31/2023 | | Investmark Advisory Group LLC | 5,523 | $801 | 12/31/2023 | | VOE | 5,523 | $801 | 12/31/2023 | | Glass Jacobson Investment Advisors llc | 5,491 | $796 | 12/31/2023 | | VOE | 5,491 | $796 | 12/31/2023 | | St. Louis Trust Co | 5,480 | $795 | 12/31/2023 | | VOE | 5,480 | $795 | 12/31/2023 | | Ancora Advisors LLC | 5,470 | $793 | 12/31/2023 | | VOE | 5,470 | $793 | 12/31/2023 | | Aspire Wealth Management Corp | 5,466 | $793 | 12/31/2023 | | VOE | 5,466 | $793 | 12/31/2023 | | Kovack Advisors Inc. | 5,038 | $785 | 03/31/2024 | | VOE | 5,038 | $785 | 03/31/2024 | | Flagship Harbor Advisors LLC | 5,031 | $784 | 03/31/2024 | | VOE | 5,031 | $784 | 03/31/2024 | | Mitchell Mcleod Pugh & Williams Inc. | 5,398 | $783 | 12/31/2023 | | VOE | 5,398 | $783 | 12/31/2023 | | North Star Investment Management Corp. | 5,388 | $781 | 12/31/2023 | | VOE | 5,388 | $781 | 12/31/2023 | | Gladstone Institutional Advisory LLC | 5,374 | $779 | 12/31/2023 | | VOE | 5,374 | $779 | 12/31/2023 | | Sargent Investment Group LLC | 5,360 | $777 | 12/31/2023 | | VOE | 5,360 | $777 | 12/31/2023 | | Inspire Advisors LLC | 5,337 | $774 | 12/31/2023 | | VOE | 5,337 | $774 | 12/31/2023 | | Aaron Wealth Advisors | 5,277 | $765 | 12/31/2023 | | VOE | 5,277 | $765 | 12/31/2023 | | Legacy Financial Group LLC | 4,885 | $762 | 03/31/2024 | | VOE | 4,885 | $762 | 03/31/2024 | | Citizens Financial Group Inc RI | 5,154 | $747 | 12/31/2023 | | VOE | 5,154 | $747 | 12/31/2023 | | Retirement Financial Solutions LLC | 5,130 | $744 | 12/31/2023 | | VOE | 5,130 | $744 | 12/31/2023 | | Novare Capital Management LLC | 5,123 | $743 | 12/31/2023 | | VOE | 5,123 | $743 | 12/31/2023 | | My Legacy Advisors LLC | 5,163 | $742 | 12/31/2023 | | VOE | 5,163 | $742 | 12/31/2023 | | Pinnacle Bank | 4,753 | $741 | 03/31/2024 | | VOE | 4,753 | $741 | 03/31/2024 | | SeaCrest Wealth Management LLC | 4,753 | $741 | 03/31/2024 | | VOE | 4,753 | $741 | 03/31/2024 | | Cahill Financial Advisors Inc. | 5,113 | $741 | 12/31/2023 | | VOE | 5,113 | $741 | 12/31/2023 | | Townsquare Capital LLC | 5,089 | $738 | 12/31/2023 | | VOE | 5,089 | $738 | 12/31/2023 | | Carmichael Hill & Associates Inc. | 4,725 | $737 | 03/31/2024 | | VOE | 4,725 | $737 | 03/31/2024 | | Essex Financial Services Inc. | 4,709 | $734 | 03/31/2024 | | VOE | 4,709 | $734 | 03/31/2024 | | JFS Wealth Advisors LLC | 5,028 | $729 | 12/31/2023 | | VOE | 5,028 | $729 | 12/31/2023 | | Three Bridge Wealth Advisors LLC | 5,007 | $726 | 12/31/2023 | | VOE | 5,007 | $726 | 12/31/2023 | | Koshinski Asset Management Inc. | 4,998 | $725 | 12/31/2023 | | VOE | 4,998 | $725 | 12/31/2023 | | Chapin Davis Inc. | 4,607 | $718 | 03/31/2024 | | VOE | 4,607 | $718 | 03/31/2024 | | Huntington National Bank | 4,915 | $713 | 12/31/2023 | | VOE | 4,915 | $713 | 12/31/2023 | | Holistic Planning LLC | 4,857 | $704 | 12/31/2023 | | VOE | 4,857 | $704 | 12/31/2023 | | G2 Capital Management LLC OH | 4,829 | $700 | 12/31/2023 | | VOE | 4,829 | $700 | 12/31/2023 | | McNamara Financial Services Inc. | 4,451 | $694 | 03/31/2024 | | VOE | 4,451 | $694 | 03/31/2024 | | Narus Financial Partners LLC | 4,436 | $692 | 03/31/2024 | | VOE | 4,436 | $692 | 03/31/2024 | | First American Trust FSB | 4,700 | $682 | 12/31/2023 | | VOE | 4,700 | $682 | 12/31/2023 | | WNY Asset Management LLC | 4,700 | $682 | 12/31/2023 | | VOE | 4,700 | $682 | 12/31/2023 | | Aveo Capital Partners LLC | 4,681 | $679 | 12/31/2023 | | VOE | 4,681 | $679 | 12/31/2023 | | SageView Advisory Group LLC | 4,697 | $678 | 12/31/2023 | | VOE | 4,697 | $678 | 12/31/2023 | | Connecticut Wealth Management LLC | 4,660 | $676 | 12/31/2023 | | VOE | 4,660 | $676 | 12/31/2023 | | Boston Private Wealth LLC | 4,644 | $673 | 12/31/2023 | | VOE | 4,644 | $673 | 12/31/2023 | | Joseph P. Lucia & Associates LLC | 4,613 | $669 | 12/31/2023 | | VOE | 4,613 | $669 | 12/31/2023 | | Jacobi Capital Management LLC | 4,599 | $667 | 12/31/2023 | | VOE | 4,599 | $667 | 12/31/2023 | | Financial Alternatives Inc | 4,582 | $664 | 12/31/2023 | | VOE | 4,582 | $664 | 12/31/2023 | | Legacy Capital Wealth Partners LLC | 4,525 | $656 | 12/31/2023 | | VOE | 4,525 | $656 | 12/31/2023 | | Colonial Trust Co SC | 4,500 | $653 | 12/31/2023 | | VOE | 4,500 | $653 | 12/31/2023 | | Adviser Investments LLC | 4,489 | $651 | 12/31/2023 | | VOE | 4,489 | $651 | 12/31/2023 | | Northern Oak Wealth Management Inc. | 4,474 | $649 | 12/31/2023 | | VOE | 4,474 | $649 | 12/31/2023 | | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 4,473 | $649 | 12/31/2023 | | VOE | 4,473 | $649 | 12/31/2023 | | Warner Financial Inc. | 4,136 | $645 | 03/31/2024 | | VOE | 4,136 | $645 | 03/31/2024 | | IFP Advisors Inc | 4,445 | $645 | 12/31/2023 | | VOE | 4,445 | $645 | 12/31/2023 | | Collaborative Wealth Managment Inc. | 4,450 | $645 | 12/31/2023 | | VOE | 4,450 | $645 | 12/31/2023 | | NBT Bank N A NY | 4,110 | $641 | 03/31/2024 | | VOE | 4,110 | $641 | 03/31/2024 | | Busey Wealth Management | 4,093 | $638 | 03/31/2024 | | VOE | 4,093 | $638 | 03/31/2024 | | Courier Capital LLC | 4,064 | $634 | 03/31/2024 | | VOE | 4,064 | $634 | 03/31/2024 | | ERn Financial LLC | 4,029 | $628 | 03/31/2024 | | VOE | 4,029 | $628 | 03/31/2024 | | Raymond James Trust N.A. | 4,019 | $627 | 03/31/2024 | | VOE | 4,019 | $627 | 03/31/2024 | | Foundations Investment Advisors LLC | 4,342 | $627 | 12/31/2023 | | VOE | 4,342 | $627 | 12/31/2023 | | Foster Victor Wealth Advisors LLC | 4,313 | $626 | 12/31/2023 | | VOE | 4,313 | $626 | 12/31/2023 | | Wiley BROS. Aintree Capital LLC | 4,011 | $625 | 03/31/2024 | | VOE | 4,011 | $625 | 03/31/2024 | | Consolidated Portfolio Review Corp | 4,297 | $623 | 12/31/2023 | | VOE | 4,297 | $623 | 12/31/2023 | | First International Bank & Trust | 3,982 | $621 | 03/31/2024 | | VOE | 3,982 | $621 | 03/31/2024 | | KC Investment Advisors LLC | 4,260 | $618 | 12/31/2023 | | VOE | 4,260 | $618 | 12/31/2023 | | Diversified Trust Co | 3,956 | $617 | 03/31/2024 | | VOE | 3,956 | $617 | 03/31/2024 | | Focus Financial Network Inc. | 4,141 | $610 | 03/31/2024 | | VOE | 4,141 | $610 | 03/31/2024 | | GHP Investment Advisors Inc. | 4,163 | $604 | 12/31/2023 | | VOE | 4,163 | $604 | 12/31/2023 | | Amplius Wealth Advisors LLC | 3,832 | $597 | 03/31/2024 | | VOE | 3,832 | $597 | 03/31/2024 | | Pinnacle Financial Partners Inc. | 4,067 | $590 | 12/31/2023 | | VOE | 4,067 | $590 | 12/31/2023 | | Calamos Wealth Management LLC | 4,066 | $590 | 12/31/2023 | | VOE | 4,066 | $590 | 12/31/2023 | | One Day In July LLC | 4,051 | $587 | 12/31/2023 | | VOE | 4,051 | $587 | 12/31/2023 | | Garrison Point Advisors LLC | 3,955 | $574 | 12/31/2023 | | VOE | 3,955 | $574 | 12/31/2023 | | Focus Financial Network Inc. ADV | 3,944 | $572 | 12/31/2023 | | VOE | 3,944 | $572 | 12/31/2023 | | Yarger Wealth Strategies LLC | 3,942 | $572 | 12/31/2023 | | VOE | 3,942 | $572 | 12/31/2023 | | ETF Portfolio Partners Inc. | 3,933 | $570 | 12/31/2023 | | VOE | 3,933 | $570 | 12/31/2023 | | Turtle Creek Wealth Advisors LLC | 3,921 | $569 | 12/31/2023 | | VOE | 3,921 | $569 | 12/31/2023 | | Dynamic Advisor Solutions LLC | 3,630 | $566 | 03/31/2024 | | VOE | 3,630 | $566 | 03/31/2024 | | S.A. Mason LLC | 3,586 | $559 | 03/31/2024 | | VOE | 3,586 | $559 | 03/31/2024 | | American Money Management LLC | 3,855 | $559 | 12/31/2023 | | VOE | 3,855 | $559 | 12/31/2023 | | Synergy Financial Management LLC | 3,539 | $552 | 03/31/2024 | | VOE | 3,539 | $552 | 03/31/2024 | | Argent Advisors Inc. | 3,810 | $552 | 12/31/2023 | | VOE | 3,810 | $552 | 12/31/2023 | | Aurum Wealth Management Group LLC | 3,532 | $551 | 03/31/2024 | | VOE | 3,532 | $551 | 03/31/2024 | | Financial Freedom LLC | 3,515 | $548 | 03/31/2024 | | VOE | 3,515 | $548 | 03/31/2024 | | Nwam LLC | 3,764 | $546 | 12/31/2023 | | VOE | 3,764 | $546 | 12/31/2023 | | Southland Equity Partners LLC | 3,480 | $543 | 03/31/2024 | | VOE | 3,480 | $543 | 03/31/2024 | | ZRC Wealth Management LLC | 3,451 | $538 | 03/31/2024 | | VOE | 3,451 | $538 | 03/31/2024 | | Key Financial Inc | 3,709 | $538 | 12/31/2023 | | VOE | 3,709 | $538 | 12/31/2023 | | Traveka Wealth LLC | 3,444 | $537 | 03/31/2024 | | VOE | 3,444 | $537 | 03/31/2024 | | Susquehanna International Group LLP | | $536 | 12/31/2023 | | Call | 19,600 | $2,842 | 12/31/2023 | | Put | 15,900 | $2,306 | 12/31/2023 | | C M Bidwell & Associates Ltd. | 3,640 | $528 | 12/31/2023 | | VOE | 3,640 | $528 | 12/31/2023 | | Lowery Thomas LLC | 3,634 | $527 | 12/31/2023 | | VOE | 3,634 | $527 | 12/31/2023 | | Evergreen Capital Management LLC | 3,614 | $524 | 12/31/2023 | | VOE | 3,614 | $524 | 12/31/2023 | | MGB Wealth Management LLC | 3,588 | $520 | 12/31/2023 | | VOE | 3,588 | $520 | 12/31/2023 | | Capital Investment Advisory Services LLC | 3,565 | $517 | 12/31/2023 | | VOE | 3,565 | $517 | 12/31/2023 | | Private Client Services LLC | 3,555 | $515 | 12/31/2023 | | VOE | 3,555 | $515 | 12/31/2023 | | Lakeview Capital Partners LLC | 3,554 | $515 | 12/31/2023 | | VOE | 3,554 | $515 | 12/31/2023 | | Archer Investment Corp | 3,537 | $513 | 12/31/2023 | | VOE | 3,537 | $513 | 12/31/2023 | | Farmers & Merchants Investments Inc. | 3,283 | $512 | 03/31/2024 | | VOE | 3,283 | $512 | 03/31/2024 | | Zions Bancorporation N.A. | 3,534 | $512 | 12/31/2023 | | VOE | 3,534 | $512 | 12/31/2023 | | BKD Wealth Advisors LLC | 3,248 | $506 | 03/31/2024 | | VOE | 3,248 | $506 | 03/31/2024 | | Investments & Financial Planning LLC | 3,481 | $505 | 12/31/2023 | | VOE | 3,481 | $505 | 12/31/2023 | | Portland Global Advisors LLC | 3,465 | $502 | 12/31/2023 | | VOE | 3,465 | $502 | 12/31/2023 | | Wetherby Asset Management Inc. | 3,445 | $500 | 12/31/2023 | | VOE | 3,445 | $500 | 12/31/2023 | | TPG Financial Advisors LLC | 3,421 | $497 | 12/31/2023 | | VOE | 3,421 | $497 | 12/31/2023 | | My Personal CFO LLC | 3,171 | $494 | 03/31/2024 | | VOE | 3,171 | $494 | 03/31/2024 | | Howe & Rusling Inc. | 3,408 | $494 | 12/31/2023 | | VOE | 3,408 | $494 | 12/31/2023 | | Strategic Wealth Partners Group LLC | 3,391 | $492 | 12/31/2023 | | VOE | 3,391 | $492 | 12/31/2023 | | WP Advisors LLC | 3,394 | $492 | 12/31/2023 | | VOE | 3,394 | $492 | 12/31/2023 | | First National Bank | 3,150 | $491 | 03/31/2024 | | VOE | 3,150 | $491 | 03/31/2024 | | Sequoia Financial Advisors LLC | 3,372 | $489 | 12/31/2023 | | VOE | 3,372 | $489 | 12/31/2023 | | Silverlake Wealth Management LLC | 3,110 | $485 | 03/31/2024 | | VOE | 3,110 | $485 | 03/31/2024 | | Centaurus Financial Inc. | 3,321 | $482 | 12/31/2023 | | VOE | 3,321 | $482 | 12/31/2023 | | Great Valley Advisor Group Inc. | 3,310 | $480 | 12/31/2023 | | VOE | 3,310 | $480 | 12/31/2023 | | Waller Financial Planning Group Inc. | 3,070 | $479 | 03/31/2024 | | VOE | 3,070 | $479 | 03/31/2024 | | Beacon Financial Advisory LLC | 3,064 | $478 | 12/31/2023 | | VOE | 3,064 | $478 | 12/31/2023 | | Aviso Wealth Management | 3,274 | $475 | 12/31/2023 | | VOE | 3,274 | $475 | 12/31/2023 | | Alliancebernstein L.P. | 3,255 | $472 | 12/31/2023 | | VOE | 3,255 | $472 | 12/31/2023 | | Buckingham Strategic Partners | 3,209 | $465 | 12/31/2023 | | VOE | 3,209 | $465 | 12/31/2023 | | Horizon Investment Services LLC | 3,202 | $464 | 12/31/2023 | | VOE | 3,202 | $464 | 12/31/2023 | | U.S. Capital Wealth Advisors LLC | 3,190 | $463 | 12/31/2023 | | VOE | 3,190 | $463 | 12/31/2023 | | Wesbanco Bank Inc. | 2,945 | $459 | 03/31/2024 | | VOE | 2,945 | $459 | 03/31/2024 | | Richardson Financial Services Inc. | 3,157 | $458 | 12/31/2023 | | VOE | 3,157 | $458 | 12/31/2023 | | Carlton Hofferkamp & Jenks Wealth Management LLC | 3,217 | $456 | 12/31/2023 | | VOE | 3,217 | $456 | 12/31/2023 | | Yoder Wealth Management Inc. | 2,907 | $453 | 03/31/2024 | | VOE | 2,907 | $453 | 03/31/2024 | | Signaturefd LLC | 3,121 | $453 | 12/31/2023 | | VOE | 3,121 | $453 | 12/31/2023 | | BCS Wealth Management | 2,830 | $441 | 03/31/2024 | | VOE | 2,830 | $441 | 03/31/2024 | | Lodestar Private Asset Management LLC | 3,041 | $441 | 12/31/2023 | | VOE | 3,041 | $441 | 12/31/2023 | | Scott & Selber Inc. | 3,000 | $435 | 12/31/2023 | | VOE | 3,000 | $435 | 12/31/2023 | | SkyOak Wealth LLC | 2,967 | $430 | 12/31/2023 | | VOE | 2,967 | $430 | 12/31/2023 | | Apollon Wealth Management LLC | 2,955 | $429 | 12/31/2023 | | VOE | 2,955 | $429 | 12/31/2023 | | BLB&B Advisors LLC | 2,947 | $427 | 12/31/2023 | | VOE | 2,947 | $427 | 12/31/2023 | | Klingman & Associates LLC | 2,933 | $425 | 12/31/2023 | | VOE | 2,933 | $425 | 12/31/2023 | | Professional Financial Advisors LLC | 2,929 | $425 | 12/31/2023 | | VOE | 2,929 | $425 | 12/31/2023 | | Mill Creek Capital Advisors LLC | 2,932 | $425 | 12/31/2023 | | VOE | 2,932 | $425 | 12/31/2023 | | Putnam FL Investment Management Co. | 2,906 | $421 | 12/31/2023 | | VOE | 2,906 | $421 | 12/31/2023 | | Pegasus Partners Ltd. | 2,695 | $420 | 03/31/2024 | | VOE | 2,695 | $420 | 03/31/2024 | | Buttonwood Financial Advisors Inc. | 2,688 | $419 | 03/31/2024 | | VOE | 2,688 | $419 | 03/31/2024 | | Northwest Bancshares Inc. | 2,880 | $418 | 12/31/2023 | | VOE | 2,880 | $418 | 12/31/2023 | | Northstar Asset Management LLC | 2,865 | $415 | 12/31/2023 | | VOE | 2,865 | $415 | 12/31/2023 | | Holderness Investments Co. | 2,852 | $414 | 12/31/2023 | | VOE | 2,852 | $414 | 12/31/2023 | | Montag A & Associates Inc. | 2,840 | $412 | 12/31/2023 | | VOE | 2,840 | $412 | 12/31/2023 | | Quad Cities Investment Group LLC | 2,626 | $409 | 03/31/2024 | | VOE | 2,626 | $409 | 03/31/2024 | | Parallel Advisors LLC | 2,802 | $406 | 12/31/2023 | | VOE | 2,802 | $406 | 12/31/2023 | | Coldstream Capital Management Inc. | 2,786 | $404 | 12/31/2023 | | VOE | 2,786 | $404 | 12/31/2023 | | Rehmann Capital Advisory Group | 2,781 | $403 | 12/31/2023 | | VOE | 2,781 | $403 | 12/31/2023 | | HF Advisory Group LLC | 2,578 | $402 | 03/31/2024 | | VOE | 2,578 | $402 | 03/31/2024 | | Lake Street Financial LLC | 2,556 | $399 | 03/31/2024 | | VOE | 2,556 | $399 | 03/31/2024 | | Snowden Capital Advisors LLC | 2,727 | $395 | 12/31/2023 | | VOE | 2,727 | $395 | 12/31/2023 | | FirstPurpose Wealth LLC | 2,600 | $394 | 03/31/2024 | | VOE | 2,600 | $394 | 03/31/2024 | | Vertex Planning Partners LLC | 2,714 | $394 | 12/31/2023 | | VOE | 2,714 | $394 | 12/31/2023 | | Crabel Capital Management LLC | 2,703 | $392 | 12/31/2023 | | VOE | 2,703 | $392 | 12/31/2023 | | Nikulski Financial Inc. | 2,508 | $391 | 03/31/2024 | | VOE | 2,508 | $391 | 03/31/2024 | | NorthRock Partners LLC | 2,688 | $390 | 12/31/2023 | | VOE | 2,688 | $390 | 12/31/2023 | | Mission Wealth Management LP | 2,689 | $390 | 12/31/2023 | | VOE | 2,689 | $390 | 12/31/2023 | | Cabana LLC | 2,678 | $388 | 12/31/2023 | | VOE | 2,678 | $388 | 12/31/2023 | | Grant GrossMendelsohn LLC | 2,690 | $386 | 12/31/2023 | | VOE | 2,690 | $386 | 12/31/2023 | | Paragon Advisors LLC | 2,658 | $385 | 12/31/2023 | | VOE | 2,658 | $385 | 12/31/2023 | | MorganRosel Wealth Management LLC | 2,466 | $384 | 03/31/2024 | | VOE | 2,466 | $384 | 03/31/2024 | | Verdence Capital Advisors LLC | 2,641 | $383 | 12/31/2023 | | VOE | 2,641 | $383 | 12/31/2023 | | TCG Advisory Services LLC | 2,644 | $383 | 12/31/2023 | | VOE | 2,644 | $383 | 12/31/2023 | | Evanson Asset Management LLC | 2,445 | $381 | 03/31/2024 | | VOE | 2,445 | $381 | 03/31/2024 | | Altiora Financial Group LLC | 2,424 | $378 | 03/31/2024 | | VOE | 2,424 | $378 | 03/31/2024 | | Walled Lake Planning & Wealth Management LLC | 2,605 | $378 | 12/31/2023 | | VOE | 2,605 | $378 | 12/31/2023 | | Lodestone Wealth Management LLC | 2,607 | $378 | 12/31/2023 | | VOE | 2,607 | $378 | 12/31/2023 | | Tyche Wealth Partners LLC | 2,420 | $377 | 03/31/2024 | | VOE | 2,420 | $377 | 03/31/2024 | | Empowered Funds LLC | 2,595 | $376 | 12/31/2023 | | VOE | 2,595 | $376 | 12/31/2023 | | Virtue Capital Management LLC | 2,618 | $376 | 12/31/2023 | | VOE | 2,618 | $376 | 12/31/2023 | | Advisors Capital Management LLC | 2,583 | $375 | 12/31/2023 | | VOE | 2,583 | $375 | 12/31/2023 | | Newman Dignan & Sheerar Inc. | 2,584 | $375 | 12/31/2023 | | VOE | 2,584 | $375 | 12/31/2023 | | Oxbow Advisors LLC | 2,546 | $369 | 12/31/2023 | | VOE | 2,546 | $369 | 12/31/2023 | | Hoylecohen LLC | 2,534 | $368 | 12/31/2023 | | VOE | 2,534 | $368 | 12/31/2023 | | Western Wealth Management LLC | 2,529 | $367 | 12/31/2023 | | VOE | 2,529 | $367 | 12/31/2023 | | Beaumont Financial Advisors LLC | 2,515 | $365 | 12/31/2023 | | VOE | 2,515 | $365 | 12/31/2023 | | PFG Advisors | 2,503 | $363 | 12/31/2023 | | VOE | 2,503 | $363 | 12/31/2023 | | Cassaday & Co Wealth Management LLC | 2,501 | $363 | 12/31/2023 | | VOE | 2,501 | $363 | 12/31/2023 | | Compass Ion Advisors LLC | 2,321 | $362 | 03/31/2024 | | VOE | 2,321 | $362 | 03/31/2024 | | Grey Fox Wealth Advisors LLC | 2,320 | $362 | 03/31/2024 | | VOE | 2,320 | $362 | 03/31/2024 | | Mission Creek Capital Partners Inc. | 2,478 | $359 | 12/31/2023 | | VOE | 2,478 | $359 | 12/31/2023 | | Goelzer Investment Management Inc. | 2,466 | $358 | 12/31/2023 | | VOE | 2,466 | $358 | 12/31/2023 | | Quadrant Capital Group LLC | 2,470 | $358 | 12/31/2023 | | VOE | 2,470 | $358 | 12/31/2023 | | Round Rock Advisors LLC | 2,289 | $357 | 03/31/2024 | | VOE | 2,289 | $357 | 03/31/2024 | | Beacon Financial Group | 2,460 | $357 | 12/31/2023 | | VOE | 2,460 | $357 | 12/31/2023 | | FSA Wealth Management LLC | 2,461 | $357 | 12/31/2023 | | VOE | 2,461 | $357 | 12/31/2023 | | Certified Advisory Corp | 2,448 | $355 | 12/31/2023 | | VOE | 2,448 | $355 | 12/31/2023 | | Arkadios Wealth Advisors | 2,450 | $355 | 12/31/2023 | | VOE | 2,450 | $355 | 12/31/2023 | | Leo Wealth LLC | 2,342 | $355 | 12/31/2023 | | VOE | 2,342 | $355 | 12/31/2023 | | Forum Private Client Group LLC | 2,427 | $352 | 12/31/2023 | | VOE | 2,427 | $352 | 12/31/2023 | | Salem Investment Counselors Inc. | 2,245 | $350 | 03/31/2024 | | VOE | 2,245 | $350 | 03/31/2024 | | New England Private Wealth Advisors LLC | 2,416 | $350 | 12/31/2023 | | VOE | 2,416 | $350 | 12/31/2023 | | Atticus Wealth Management LLC | 2,239 | $349 | 03/31/2024 | | VOE | 2,239 | $349 | 03/31/2024 | | Sonata Capital Group Inc. | 2,400 | $348 | 12/31/2023 | | VOE | 2,400 | $348 | 12/31/2023 | | Dfpg Investments LLC | 2,401 | $345 | 12/31/2023 | | VOE | 2,401 | $345 | 12/31/2023 | | Acas LLC | 2,369 | $344 | 12/31/2023 | | VOE | 2,369 | $344 | 12/31/2023 | | Salomon & Ludwin LLC | 2,351 | $341 | 12/31/2023 | | VOE | 2,351 | $341 | 12/31/2023 | | RWM Asset Management LLC | 2,151 | $335 | 03/31/2024 | | VOE | 2,151 | $335 | 03/31/2024 | | Clearstead Advisors LLC | 2,300 | $334 | 12/31/2023 | | VOE | 2,300 | $334 | 12/31/2023 | | Family Investment Center Inc. | 2,128 | $332 | 03/31/2024 | | VOE | 2,128 | $332 | 03/31/2024 | | Plante Moran Financial Advisors LLC | 2,286 | $331 | 12/31/2023 | | VOE | 2,286 | $331 | 12/31/2023 | | McGlone Suttner Wealth Management Inc. | 2,085 | $325 | 03/31/2024 | | VOE | 2,085 | $325 | 03/31/2024 | | AFS Financial Group LLC | 2,226 | $323 | 12/31/2023 | | VOE | 2,226 | $323 | 12/31/2023 | | Two Sigma Securities LLC | 2,221 | $322 | 12/31/2023 | | VOE | 2,221 | $322 | 12/31/2023 | | HTG Investment Advisors Inc. | 2,220 | $322 | 12/31/2023 | | VOE | 2,220 | $322 | 12/31/2023 | | Private Trust Co. NA | 2,050 | $320 | 03/31/2024 | | VOE | 2,050 | $320 | 03/31/2024 | | RFG Advisory LLC | 2,054 | $320 | 03/31/2024 | | VOE | 2,054 | $320 | 03/31/2024 | | Diversified LLC | 2,208 | $320 | 12/31/2023 | | VOE | 2,208 | $320 | 12/31/2023 | | Brooklyn FI LLC | 2,043 | $319 | 03/31/2024 | | VOE | 2,043 | $319 | 03/31/2024 | | Strategic Advisors LLC | 2,042 | $318 | 03/31/2024 | | VOE | 2,042 | $318 | 03/31/2024 | | CWA Asset Management Group LLC | 2,192 | $318 | 12/31/2023 | | VOE | 2,192 | $318 | 12/31/2023 | | VitalStone Financial LLC | 2,194 | $318 | 12/31/2023 | | VOE | 2,194 | $318 | 12/31/2023 | | Hsbc Holdings PLC | 2,170 | $315 | 12/31/2023 | | VOE | 2,170 | $315 | 12/31/2023 | | waypoint wealth counsel | 2,005 | $313 | 03/31/2024 | | VOE | 2,005 | $313 | 03/31/2024 | | LMG Wealth Partners LLC | 2,150 | $312 | 12/31/2023 | | VOE | 2,150 | $312 | 12/31/2023 | | Von Berge Wealth Management Group LLC | 1,988 | $310 | 03/31/2024 | | VOE | 1,988 | $310 | 03/31/2024 | | Five Oceans Advisors | 1,965 | $306 | 03/31/2024 | | VOE | 1,965 | $306 | 03/31/2024 | | LGT Financial Advisors LLC | 2,107 | $306 | 12/31/2023 | | VOE | 2,107 | $306 | 12/31/2023 | | Towerpoint Wealth LLC | 1,954 | $305 | 03/31/2024 | | VOE | 1,954 | $305 | 03/31/2024 | | Whalerock Point Partners LLC | 2,097 | $304 | 12/31/2023 | | VOE | 2,097 | $304 | 12/31/2023 | | Wilbanks Smith & Thomas Asset Management LLC | 2,091 | $303 | 12/31/2023 | | VOE | 2,091 | $303 | 12/31/2023 | | Sheaff Brock Investment Advisors LLC | 2,089 | $303 | 12/31/2023 | | VOE | 2,089 | $303 | 12/31/2023 | | Tsfg LLC | 1,932 | $301 | 03/31/2024 | | VOE | 1,932 | $301 | 03/31/2024 | | Silvercrest Asset Management Group LLC | 2,073 | $301 | 12/31/2023 | | VOE | 2,073 | $301 | 12/31/2023 | | One Capital Management LLC | 2,069 | $300 | 12/31/2023 | | VOE | 2,069 | $300 | 12/31/2023 | | Change Path LLC | 2,072 | $300 | 12/31/2023 | | VOE | 2,072 | $300 | 12/31/2023 | | LongView Wealth Management | 1,915 | $299 | 03/31/2024 | | VOE | 1,915 | $299 | 03/31/2024 | | Dorsey & Whitney Trust CO LLC | 2,065 | $299 | 12/31/2023 | | VOE | 2,065 | $299 | 12/31/2023 | | Wealthspan Partners LLC | 2,022 | $293 | 12/31/2023 | | VOE | 2,022 | $293 | 12/31/2023 | | Breakwater Capital Group | 1,857 | $290 | 03/31/2024 | | VOE | 1,857 | $290 | 03/31/2024 | | Navis Wealth Advisors LLC | 2,000 | $290 | 12/31/2023 | | VOE | 2,000 | $290 | 12/31/2023 | | Garrett Investment Advisors LLC | 1,846 | $288 | 03/31/2024 | | VOE | 1,846 | $288 | 03/31/2024 | | CAPROCK Group Inc. | 1,979 | $287 | 12/31/2023 | | VOE | 1,979 | $287 | 12/31/2023 | | Benchmark Wealth Management LLC | 1,830 | $285 | 03/31/2024 | | VOE | 1,830 | $285 | 03/31/2024 | | Verum Partners LLC | 1,825 | $285 | 03/31/2024 | | VOE | 1,825 | $285 | 03/31/2024 | | ARK & TLK Investments LLC | 1,964 | $285 | 12/31/2023 | | VOE | 1,964 | $285 | 12/31/2023 | | MCF Advisors LLC | 1,815 | $283 | 03/31/2024 | | VOE | 1,815 | $283 | 03/31/2024 | | Heritage Wealth Advisors | 1,949 | $283 | 12/31/2023 | | VOE | 1,949 | $283 | 12/31/2023 | | City State Bank | 1,790 | $279 | 03/31/2024 | | VOE | 1,790 | $279 | 03/31/2024 | | Valmark Advisers Inc. | 1,926 | $279 | 12/31/2023 | | VOE | 1,926 | $279 | 12/31/2023 | | Legacy Bridge LLC | 1,925 | $279 | 12/31/2023 | | VOE | 1,925 | $279 | 12/31/2023 | | Navalign LLC | 1,785 | $278 | 03/31/2024 | | VOE | 1,785 | $278 | 03/31/2024 | | Kennicott Capital Management LLC | 1,916 | $278 | 12/31/2023 | | VOE | 1,916 | $278 | 12/31/2023 | | Biltmore Family Office LLC | 1,899 | $275 | 12/31/2023 | | VOE | 1,899 | $275 | 12/31/2023 | | Wealthstream Advisors Inc. | 1,895 | $275 | 12/31/2023 | | VOE | 1,895 | $275 | 12/31/2023 | | Retirement Planning Group | 1,750 | $273 | 03/31/2024 | | VOE | 1,750 | $273 | 03/31/2024 | | Ameliora Wealth Management Ltd. | 1,750 | $273 | 03/31/2024 | | VOE | 1,750 | $273 | 03/31/2024 | | Keybank National Association OH | 1,879 | $272 | 12/31/2023 | | VOE | 1,879 | $272 | 12/31/2023 | | Revisor Wealth Management LLC | 1,788 | $269 | 03/31/2024 | | VOE | 1,788 | $269 | 03/31/2024 | | Aspiriant LLC | 1,704 | $266 | 03/31/2024 | | VOE | 1,704 | $266 | 03/31/2024 | | Facet Wealth Inc. | 1,854 | $266 | 12/31/2023 | | VOE | 1,854 | $266 | 12/31/2023 | | Garrison Asset Management LLC | 1,827 | $265 | 12/31/2023 | | VOE | 1,827 | $265 | 12/31/2023 | | IFG Advisory LLC | 1,814 | $263 | 12/31/2023 | | VOE | 1,814 | $263 | 12/31/2023 | | Pacific Center for Financial Services | 1,777 | $258 | 12/31/2023 | | VOE | 1,777 | $258 | 12/31/2023 | | Plancorp LLC | 1,770 | $257 | 12/31/2023 | | VOE | 1,770 | $257 | 12/31/2023 | | Lansing Street Advisors | 1,759 | $255 | 12/31/2023 | | VOE | 1,759 | $255 | 12/31/2023 | | Lion Street Advisors LLC | 1,733 | $251 | 03/31/2024 | | VOE | 1,733 | $251 | 03/31/2024 | | Brown Brothers Harriman & Co. | 1,725 | $250 | 12/31/2023 | | VOE | 1,725 | $250 | 12/31/2023 | | Cornerstone Management Inc. | 1,727 | $250 | 12/31/2023 | | VOE | 1,727 | $250 | 12/31/2023 | | Moloney Securities Asset Management LLC | 1,724 | $250 | 12/31/2023 | | VOE | 1,724 | $250 | 12/31/2023 | | Pacitti Group Inc. | 1,690 | $245 | 12/31/2023 | | VOE | 1,690 | $245 | 12/31/2023 | | Robinson Smith Wealth Advisors LLC | 1,692 | $245 | 12/31/2023 | | VOE | 1,692 | $245 | 12/31/2023 | | Levy Wealth Management Group LLC | 1,673 | $243 | 03/31/2024 | | VOE | 1,673 | $243 | 03/31/2024 | | Cravens & Co Advisors LLC | 1,560 | $243 | 03/31/2024 | | VOE | 1,560 | $243 | 03/31/2024 | | Householder Group Estate & Retirement Specialist LLC | 1,676 | $243 | 12/31/2023 | | VOE | 1,676 | $243 | 12/31/2023 | | Townsend & Associates Inc | 1,600 | $240 | 03/31/2024 | | VOE | 1,600 | $240 | 03/31/2024 | | Smartleaf Asset Management LLC | 1,698 | $240 | 12/31/2023 | | VOE | 1,698 | $240 | 12/31/2023 | | Lindbrook Capital LLC | 1,650 | $239 | 12/31/2023 | | VOE | 1,650 | $239 | 12/31/2023 | | Wealth Effects LLC | 1,507 | $235 | 03/31/2024 | | VOE | 1,507 | $235 | 03/31/2024 | | Anderson Hoagland & Co. | 1,542 | $234 | 03/31/2024 | | VOE | 1,542 | $234 | 03/31/2024 | | Venture Visionary Partners LLC | 1,613 | $234 | 12/31/2023 | | VOE | 1,613 | $234 | 12/31/2023 | | Estabrook Capital Management | | $233 | 12/31/2023 | | MUTUAL | 1,092 | $233 | 12/31/2023 | | Eagle Bay Advisors LLC | 1,609 | $233 | 12/31/2023 | | VOE | 1,609 | $233 | 12/31/2023 | | Asset Management Resources LLC | 1,606 | $233 | 12/31/2023 | | VOE | 1,606 | $233 | 12/31/2023 | | Curi Capital | 1,597 | $232 | 12/31/2023 | | VOE | 1,597 | $232 | 12/31/2023 | | BIP Wealth LLC | 1,584 | $230 | 12/31/2023 | | VOE | 1,584 | $230 | 12/31/2023 | | Independent Advisor Alliance | 1,582 | $229 | 12/31/2023 | | VOE | 1,582 | $229 | 12/31/2023 | | Fuller & Thaler Asset Management Inc. | 1,573 | $228 | 12/31/2023 | | VOE | 1,573 | $228 | 12/31/2023 | | Eudaimonia Partners LLC | 1,565 | $227 | 12/31/2023 | | VOE | 1,565 | $227 | 12/31/2023 | | Concord Wealth Partners | 1,565 | $227 | 12/31/2023 | | VOE | 1,565 | $227 | 12/31/2023 | | Yeomans Consulting Group Inc. | 1,556 | $226 | 12/31/2023 | | VOE | 1,556 | $226 | 12/31/2023 | | Creative Financial Designs Inc. ADV | 1,555 | $225 | 12/31/2023 | | VOE | 1,555 | $225 | 12/31/2023 | | Patten & Patten Inc. TN | 1,535 | $223 | 12/31/2023 | | VOE | 1,535 | $223 | 12/31/2023 | | Lifeworks Advisors LLC | 1,541 | $223 | 12/31/2023 | | VOE | 1,541 | $223 | 12/31/2023 | | Alpha Cubed Investments LLC | 1,427 | $222 | 03/31/2024 | | VOE | 1,427 | $222 | 03/31/2024 | | Gilman Hill Asset Management LLC | 1,414 | $220 | 03/31/2024 | | VOE | 1,414 | $220 | 03/31/2024 | | Integris Wealth Management LLC | 1,500 | $218 | 12/31/2023 | | VOE | 1,500 | $218 | 12/31/2023 | | Gemmer Asset Management LLC | 1,393 | $217 | 03/31/2024 | | VOE | 1,393 | $217 | 03/31/2024 | | Quaker Wealth Management LLC | 1,496 | $217 | 12/31/2023 | | VOE | 1,496 | $217 | 12/31/2023 | | First Foundation Advisors | 1,493 | $216 | 12/31/2023 | | VOE | 1,493 | $216 | 12/31/2023 | | WMG Financial Advisors LLC | 1,492 | $216 | 12/31/2023 | | VOE | 1,492 | $216 | 12/31/2023 | | Crane Advisory LLC | 1,412 | $215 | 03/31/2024 | | VOE | 1,412 | $215 | 03/31/2024 | | Clarity Capital Advisors LLC | 1,379 | $215 | 03/31/2024 | | VOE | 1,379 | $215 | 03/31/2024 | | Abbrea Capital LLC | 1,486 | $215 | 12/31/2023 | | VOE | 1,486 | $215 | 12/31/2023 | | Woodard & Co. Asset Management Group Inc. ADV | 1,479 | $214 | 12/31/2023 | | VOE | 1,479 | $214 | 12/31/2023 | | Endowment Wealth Management Inc. | 1,467 | $213 | 12/31/2023 | | VOE | 1,467 | $213 | 12/31/2023 | | Asset Allocation Strategies LLC | 1,454 | $211 | 12/31/2023 | | VOE | 1,454 | $211 | 12/31/2023 | | Summit Financial Strategies Inc. | 1,446 | $210 | 12/31/2023 | | VOE | 1,446 | $210 | 12/31/2023 | | Crescent Grove Advisors LLC | 1,441 | $209 | 12/31/2023 | | VOE | 1,441 | $209 | 12/31/2023 | | Panoramic Investment Advisors LLC | 1,330 | $207 | 03/31/2024 | | VOE | 1,330 | $207 | 03/31/2024 | | Bailard Inc. | 1,429 | $207 | 12/31/2023 | | VOE | 1,429 | $207 | 12/31/2023 | | Dodds Wealth LLC | 1,430 | $207 | 12/31/2023 | | VOE | 1,430 | $207 | 12/31/2023 | | Proffitt & Goodson Inc. | 1,323 | $206 | 03/31/2024 | | VOE | 1,323 | $206 | 03/31/2024 | | Shepherd Financial Partners LLC | 1,321 | $206 | 03/31/2024 | | VOE | 1,321 | $206 | 03/31/2024 | | Cahaba Wealth Management Inc. | 1,312 | $205 | 03/31/2024 | | VOE | 1,312 | $205 | 03/31/2024 | | United Advisor Group LLC | 1,410 | $205 | 12/31/2023 | | VOE | 1,410 | $205 | 12/31/2023 | | Cottage Street Advisors LLC | 1,307 | $204 | 03/31/2024 | | VOE | 1,307 | $204 | 03/31/2024 | | Theory Financial LLC | 1,406 | $204 | 12/31/2023 | | VOE | 1,406 | $204 | 12/31/2023 | | Obsidian Personal Planning Solutions LLC | 1,409 | $204 | 12/31/2023 | | VOE | 1,409 | $204 | 12/31/2023 | | Thompson Davis & CO. Inc. | 1,400 | $203 | 12/31/2023 | | VOE | 1,400 | $203 | 12/31/2023 | | Bessemer Group Inc. | 1,390 | $202 | 12/31/2023 | | VOE | 1,390 | $202 | 12/31/2023 | | Larson Financial Group LLC | 1,396 | $202 | 12/31/2023 | | VOE | 1,396 | $202 | 12/31/2023 | | Wintrust Investments LLC | 1,384 | $201 | 12/31/2023 | | VOE | 1,384 | $201 | 12/31/2023 | | Fisher Asset Management LLC | 1,383 | $201 | 12/31/2023 | | VOE | 1,383 | $201 | 12/31/2023 | | Kornitzer Capital Management Inc. KS | 1,387 | $201 | 12/31/2023 | | VOE | 1,387 | $201 | 12/31/2023 | | Parkside Financial Bank & Trust | 1,375 | $199 | 12/31/2023 | | VOE | 1,375 | $199 | 12/31/2023 | | Ronald Blue Trust Inc. | 1,375 | $199 | 12/31/2023 | | VOE | 1,375 | $199 | 12/31/2023 | | Wells Financial Advisors INC | 1,345 | $195 | 12/31/2023 | | VOE | 1,345 | $195 | 12/31/2023 | | Cullen Frost Bankers Inc. | 1,339 | $194 | 12/31/2023 | | VOE | 1,339 | $194 | 12/31/2023 | | Johnson Financial Group Inc. | 1,297 | $188 | 12/31/2023 | | VOE | 1,297 | $188 | 12/31/2023 | | Colonial Trust Advisors | 1,283 | $186 | 12/31/2023 | | VOE | 1,283 | $186 | 12/31/2023 | | Sachetta LLC | 1,272 | $184 | 12/31/2023 | | VOE | 1,272 | $184 | 12/31/2023 | | New Republic Capital LLC | 1,245 | $181 | 12/31/2023 | | VOE | 1,245 | $181 | 12/31/2023 | | Advantage Trust Co | 1,225 | $178 | 12/31/2023 | | VOE | 1,225 | $178 | 12/31/2023 | | BOK Financial Private Wealth Inc. | 1,170 | $170 | 12/31/2023 | | VOE | 1,170 | $170 | 12/31/2023 | | Long Island Wealth Management Inc. | 1,167 | $169 | 12/31/2023 | | VOE | 1,167 | $169 | 12/31/2023 | | Gradient Investments LLC | 1,014 | $158 | 03/31/2024 | | VOE | 1,014 | $158 | 03/31/2024 | | Intrepid Capital Management Inc. | 1,081 | $157 | 12/31/2023 | | VOE | 1,081 | $157 | 12/31/2023 | | First PREMIER Bank | 981 | $153 | 03/31/2024 | | VOE | 981 | $153 | 03/31/2024 | | Jackson Grant Investment Advisers Inc. | 1,040 | $151 | 12/31/2023 | | VOE | 1,040 | $151 | 12/31/2023 | | Financial Perspectives Inc | 950 | $148 | 03/31/2024 | | VOE | 950 | $148 | 03/31/2024 | | Armstrong Advisory Group Inc. | 933 | $135 | 03/31/2024 | | VOE | 933 | $135 | 03/31/2024 | | ST Germain D J Co. Inc. | 827 | $129 | 03/31/2024 | | VOE | 827 | $129 | 03/31/2024 | | Opal Wealth Advisors LLC | 823 | $128 | 03/31/2024 | | VOE | 823 | $128 | 03/31/2024 | | Private Wealth Management Group LLC | 881 | $128 | 12/31/2023 | | VOE | 881 | $128 | 12/31/2023 | | Sage Mountain Advisors LLC | 817 | $127 | 03/31/2024 | | VOE | 817 | $127 | 03/31/2024 | | Resurgent Financial Advisors LLC | 867 | $126 | 12/31/2023 | | VOE | 867 | $126 | 12/31/2023 | | MV Capital Management Inc. | 799 | $125 | 03/31/2024 | | VOE | 799 | $125 | 03/31/2024 | | Farther Finance Advisors LLC | 815 | $118 | 12/31/2023 | | VOE | 815 | $118 | 12/31/2023 | | Benjamin Edwards Inc. | 808 | $117 | 12/31/2023 | | VOE | 808 | $117 | 12/31/2023 | | Center for Financial Planning Inc. | 795 | $115 | 12/31/2023 | | VOE | 795 | $115 | 12/31/2023 | | Matrix Private Capital Group LLC | 756 | $110 | 12/31/2023 | | VOE | 756 | $110 | 12/31/2023 | | Thompson Siegel & Walmsley LLC | 732 | $106 | 12/31/2023 | | VOE | 732 | $106 | 12/31/2023 | | Hazlett Burt & Watson Inc. | 727 | $105 | 12/31/2023 | | VOE | 727 | $105 | 12/31/2023 | | Asset Dedication LLC | 644 | $101 | 03/31/2024 | | VOE | 644 | $101 | 03/31/2024 | | Venturi Wealth Management LLC | 628 | $98 | 03/31/2024 | | VOE | 628 | $98 | 03/31/2024 | | M&R Capital Management Inc. | 615 | $96 | 03/31/2024 | | VOE | 615 | $96 | 03/31/2024 | | Baystate Wealth Management LLC | 650 | $94 | 12/31/2023 | | VOE | 650 | $94 | 12/31/2023 | | Bartlett & Co. LLC | 627 | $91 | 12/31/2023 | | VOE | 627 | $91 | 12/31/2023 | | Bartlett & CO. Wealth Management LLC | 627 | $91 | 12/31/2023 | | VOE | 627 | $91 | 12/31/2023 | | GoalVest Advisory LLC | 558 | $87 | 03/31/2024 | | VOE | 558 | $87 | 03/31/2024 | | Frazier Financial Advisors LLC | 602 | $87 | 12/31/2023 | | VOE | 602 | $87 | 12/31/2023 | | Beacon Capital Management LLC | 594 | $86 | 12/31/2023 | | VOE | 594 | $86 | 12/31/2023 | | Tortoise Investment Management LLC | 577 | $84 | 12/31/2023 | | VOE | 577 | $84 | 12/31/2023 | | Retirement Group LLC | 571 | $83 | 12/31/2023 | | VOE | 571 | $83 | 12/31/2023 | | Cedar Wealth Management LLC | 534 | $77 | 12/31/2023 | | VOE | 534 | $77 | 12/31/2023 | | Woodmont Investment Counsel LLC | 486 | $76 | 03/31/2024 | | VOE | 486 | $76 | 03/31/2024 | | First Manhattan Co. | 502 | $74 | 12/31/2023 | | VOE | 502 | $74 | 12/31/2023 | | Duncker Streett & Co. Inc. | 465 | $72 | 03/31/2024 | | VOE | 465 | $72 | 03/31/2024 | | Armor Investment Advisors LLC | 495 | $72 | 12/31/2023 | | VOE | 495 | $72 | 12/31/2023 | | First Command Advisory Services Inc. | 488 | $71 | 12/31/2023 | | VOE | 488 | $71 | 12/31/2023 | | Tradition Wealth Management LLC | 485 | $70 | 12/31/2023 | | VOE | 485 | $70 | 12/31/2023 | | Cordant Inc. | 423 | $66 | 03/31/2024 | | VOE | 423 | $66 | 03/31/2024 | | MeadowBrook Investment Advisors LLC | 455 | $66 | 12/31/2023 | | VOE | 455 | $66 | 12/31/2023 | | Community Bank N.A. | 454 | $66 | 12/31/2023 | | VOE | 454 | $66 | 12/31/2023 | | Hanson & Doremus Investment Management | 413 | $64 | 03/31/2024 | | VOE | 413 | $64 | 03/31/2024 | | Qube Research & Technologies Ltd | 433 | $63 | 12/31/2023 | | VOE | 433 | $63 | 12/31/2023 | | Founders Financial Alliance LLC | 437 | $63 | 12/31/2023 | | VOE | 437 | $63 | 12/31/2023 | | West Paces Advisors Inc. | 400 | $62 | 03/31/2024 | | VOE | 400 | $62 | 03/31/2024 | | DiNuzzo Private Wealth Inc. | 425 | $62 | 12/31/2023 | | VOE | 425 | $62 | 12/31/2023 | | EPG Wealth Management LLC | 429 | $61 | 12/31/2023 | | VOE | 429 | $61 | 12/31/2023 | | Carolinas Wealth Consulting LLC | 385 | $56 | 12/31/2023 | | VOE | 385 | $56 | 12/31/2023 | | Tyler Stone Wealth Management | 384 | $56 | 12/31/2023 | | VOE | 384 | $56 | 12/31/2023 | | Sandy Spring Bank | 376 | $55 | 12/31/2023 | | VOE | 376 | $55 | 12/31/2023 | | Stephens Consulting LLC | 345 | $54 | 03/31/2024 | | VOE | 345 | $54 | 03/31/2024 | | Guardian Wealth Advisors LLC NC | 367 | $53 | 12/31/2023 | | VOE | 367 | $53 | 12/31/2023 | | Maryland Capital Advisors Inc. | 335 | $52 | 03/31/2024 | | VOE | 335 | $52 | 03/31/2024 | | ICA Group Wealth Management LLC | 360 | $52 | 12/31/2023 | | VOE | 360 | $52 | 12/31/2023 | | Richard W. Paul & Associates LLC | 362 | $52 | 12/31/2023 | | VOE | 362 | $52 | 12/31/2023 | | Caitlin John LLC | 360 | $52 | 12/31/2023 | | VOE | 360 | $52 | 12/31/2023 | | APCM Wealth Management for Individuals | 318 | $50 | 03/31/2024 | | VOE | 318 | $50 | 03/31/2024 | | Able Wealth Management LLC | 338 | $49 | 12/31/2023 | | VOE | 338 | $49 | 12/31/2023 | | PrairieView Partners LLC | 333 | $48 | 12/31/2023 | | VOE | 333 | $48 | 12/31/2023 | | Optimum Investment Advisors | 300 | $47 | 03/31/2024 | | VOE | 300 | $47 | 03/31/2024 | | GAMMA Investing LLC | 295 | $46 | 03/31/2024 | | VOE | 295 | $46 | 03/31/2024 | | Keener Financial Planning LLC | 311 | $45 | 12/31/2023 | | VOE | 311 | $45 | 12/31/2023 | | WASHINGTON TRUST Co | 269 | $42 | 03/31/2024 | | VOE | 269 | $42 | 03/31/2024 | | Sunbelt Securities Inc. | 271 | $42 | 03/31/2024 | | VOE | 271 | $42 | 03/31/2024 | | Stuart Chaussee & Associates Inc. | 284 | $41 | 12/31/2023 | | VOE | 284 | $41 | 12/31/2023 | | Capital Analysts LLC | 275 | $40 | 12/31/2023 | | VOE | 275 | $40 | 12/31/2023 | | Sound Income Strategies LLC | 251 | $39 | 03/31/2024 | | VOE | 251 | $39 | 03/31/2024 | | Founders Capital Management | 246 | $38 | 03/31/2024 | | VOE | 246 | $38 | 03/31/2024 | | Pacific Capital Wealth Advisors Inc. | 259 | $38 | 12/31/2023 | | VOE | 259 | $38 | 12/31/2023 | | Northwest Capital Management Inc | 237 | $37 | 03/31/2024 | | VOE | 237 | $37 | 03/31/2024 | | West Financial Advisors LLC | 218 | $34 | 03/31/2024 | | VOE | 218 | $34 | 03/31/2024 | | Element Wealth LLC | 225 | $33 | 12/31/2023 | | VOE | 225 | $33 | 12/31/2023 | | Marquette Asset Management LLC | 219 | $32 | 12/31/2023 | | VOE | 219 | $32 | 12/31/2023 | | Jackson Hole Capital Partners LLC | 224 | $32 | 12/31/2023 | | VOE | 224 | $32 | 12/31/2023 | | Prestige Wealth Management Group LLC | 215 | $31 | 12/31/2023 | | VOE | 215 | $31 | 12/31/2023 | | West Branch Capital LLC | 194 | $30 | 03/31/2024 | | VOE | 194 | $30 | 03/31/2024 | | GPS Wealth Strategies Group LLC | 205 | $30 | 12/31/2023 | | VOE | 205 | $30 | 12/31/2023 | | Peachtree Investment Partners LLC | 198 | $29 | 12/31/2023 | | VOE | 198 | $29 | 12/31/2023 | | Running Point Capital Advisors LLC | 201 | $29 | 12/31/2023 | | VOE | 201 | $29 | 12/31/2023 | | Castleview Partners LLC | 187 | $27 | 12/31/2023 | | VOE | 187 | $27 | 12/31/2023 | | Main Street Group LTD | 186 | $27 | 12/31/2023 | | VOE | 186 | $27 | 12/31/2023 | | Evermay Wealth Management LLC | 180 | $26 | 12/31/2023 | | VOE | 180 | $26 | 12/31/2023 | | McIlrath & Eck LLC | 176 | $26 | 12/31/2023 | | VOE | 176 | $26 | 12/31/2023 | | Morling Financial Advisors LLC | 176 | $26 | 12/31/2023 | | VOE | 176 | $26 | 12/31/2023 | | Global Wealth Strategies & Associates | 158 | $25 | 03/31/2024 | | VOE | 158 | $25 | 03/31/2024 | | Annis Gardner Whiting Capital Advisors LLC | 172 | $25 | 12/31/2023 | | VOE | 172 | $25 | 12/31/2023 | | Guardian Wealth Management Inc. | 164 | $24 | 12/31/2023 | | VOE | 164 | $24 | 12/31/2023 | | Fairman Group LLC | 164 | $24 | 12/31/2023 | | VOE | 164 | $24 | 12/31/2023 | | Eukles Asset Management | 157 | $23 | 12/31/2023 | | VOE | 157 | $23 | 12/31/2023 | | Addison Advisors LLC | 161 | $23 | 12/31/2023 | | VOE | 161 | $23 | 12/31/2023 | | Anchor Investment Management LLC | 150 | $22 | 12/31/2023 | | VOE | 150 | $22 | 12/31/2023 | | Versant Capital Management Inc | 132 | $21 | 03/31/2024 | | VOE | 132 | $21 | 03/31/2024 | | Global Trust Asset Management LLC | 129 | $20 | 03/31/2024 | | VOE | 129 | $20 | 03/31/2024 | | Aspire Private Capital LLC | 121 | $19 | 03/31/2024 | | VOE | 121 | $19 | 03/31/2024 | | Coston McIsaac & Partners | 116 | $18 | 03/31/2024 | | VOE | 116 | $18 | 03/31/2024 | | Horizon Investments LLC | 122 | $18 | 12/31/2023 | | VOE | 122 | $18 | 12/31/2023 | | Life Planning Partners Inc | 127 | $18 | 12/31/2023 | | VOE | 127 | $18 | 12/31/2023 | | NBC Securities Inc. | 115 | $17 | 03/31/2024 | | VOE | 115 | $17 | 03/31/2024 | | First Community Trust NA | 104 | $16 | 03/31/2024 | | VOE | 104 | $16 | 03/31/2024 | | Future Financial Wealth Managment LLC | 100 | $16 | 03/31/2024 | | VOE | 100 | $16 | 03/31/2024 | | MTM Investment Management LLC | 107 | $16 | 12/31/2023 | | VOE | 107 | $16 | 12/31/2023 | | DB Wealth Management Group LLC | 113 | $16 | 12/31/2023 | | VOE | 113 | $16 | 12/31/2023 | | Front Row Advisors LLC | 100 | $15 | 12/31/2023 | | VOE | 100 | $15 | 12/31/2023 | | Ruedi Wealth Management Inc. | 107 | $15 | 12/31/2023 | | VOE | 107 | $15 | 12/31/2023 | | Blue Bell Private Wealth Management LLC | 86 | $13 | 03/31/2024 | | VOE | 86 | $13 | 03/31/2024 | | National Bank of Canada FI | 90 | $13 | 12/31/2023 | | VOE | 90 | $13 | 12/31/2023 | | Nemes Rush Group LLC | 92 | $13 | 12/31/2023 | | VOE | 92 | $13 | 12/31/2023 | | Kayne Anderson Rudnick Investment Management LLC | 85 | $12 | 12/31/2023 | | VOE | 85 | $12 | 12/31/2023 | | Raleigh Capital Management Inc. | 81 | $12 | 12/31/2023 | | VOE | 81 | $12 | 12/31/2023 | | Country Trust Bank | 68 | $11 | 03/31/2024 | | VOE | 68 | $11 | 03/31/2024 | | BlackRock Inc. | 75 | $11 | 12/31/2023 | | VOE | 75 | $11 | 12/31/2023 | | GeoWealth Management LLC | 78 | $11 | 12/31/2023 | | VOE | 78 | $11 | 12/31/2023 | | South State CORP. | 70 | $10 | 12/31/2023 | | VOE | 70 | $10 | 12/31/2023 | | Impact Partnership Wealth LLC | 68 | $10 | 12/31/2023 | | VOE | 68 | $10 | 12/31/2023 | | Pineridge Advisors LLC | 71 | $10 | 12/31/2023 | | VOE | 71 | $10 | 12/31/2023 | | Northwest Investment Counselors LLC | 55 | $9 | 03/31/2024 | | VOE | 55 | $9 | 03/31/2024 | | McCarthy Grittinger Financial Group LLC | 58 | $9 | 03/31/2024 | | VOE | 58 | $9 | 03/31/2024 | | Ameritas Investment Partners Inc. | 60 | $9 | 12/31/2023 | | VOE | 60 | $9 | 12/31/2023 | | Mascoma Wealth Management LLC | 60 | $9 | 12/31/2023 | | VOE | 60 | $9 | 12/31/2023 | | HHM Wealth Advisors LLC | 63 | $9 | 12/31/2023 | | VOE | 63 | $9 | 12/31/2023 | | Operose Advisors LLC | 62 | $9 | 12/31/2023 | | VOE | 62 | $9 | 12/31/2023 | | Caldwell Sutter Capital Inc. | 49 | $8 | 03/31/2024 | | VOE | 49 | $8 | 03/31/2024 | | Central Bank & Trust Co. | 53 | $8 | 03/31/2024 | | VOE | 53 | $8 | 03/31/2024 | | Liberty Wealth Management LLC | 56 | $8 | 12/31/2023 | | VOE | 56 | $8 | 12/31/2023 | | Your Advocates Ltd. LLP | 58 | $8 | 12/31/2023 | | VOE | 58 | $8 | 12/31/2023 | | Moisand Fitzgerald Tamayo LLC | 45 | $7 | 03/31/2024 | | VOE | 45 | $7 | 03/31/2024 | | Carolina Wealth Advisors LLC | 43 | $7 | 03/31/2024 | | VOE | 43 | $7 | 03/31/2024 | | HM Payson & Co. | 50 | $7 | 12/31/2023 | | VOE | 50 | $7 | 12/31/2023 | | Tower View Investment Management & Research LLC | 46 | $7 | 12/31/2023 | | VOE | 46 | $7 | 12/31/2023 | | Integrity Financial Corp WA | 50 | $7 | 12/31/2023 | | VOE | 50 | $7 | 12/31/2023 | | Vima LLC | 49 | $7 | 12/31/2023 | | VOE | 49 | $7 | 12/31/2023 | | Cutler Group LP | | $6 | 03/31/2024 | | Call | 500 | $6 | 03/31/2024 | | Coppell Advisory Solutions LLC | 38 | $6 | 12/31/2023 | | VOE | 38 | $6 | 12/31/2023 | | Atlantic Edge Private Wealth Management LLC | 41 | $6 | 12/31/2023 | | VOE | 41 | $6 | 12/31/2023 | | DHJJ Financial Advisors Ltd. | 33 | $5 | 03/31/2024 | | VOE | 33 | $5 | 03/31/2024 | | Peoples Bank KS | 35 | $5 | 03/31/2024 | | VOE | 35 | $5 | 03/31/2024 | | Townsend Asset Management Corp NC ADV | 35 | $5 | 12/31/2023 | | VOE | 35 | $5 | 12/31/2023 | | TFC Financial Management | 36 | $5 | 12/31/2023 | | VOE | 36 | $5 | 12/31/2023 | | Westside Investment Management Inc. | 29 | $4 | 03/31/2024 | | VOE | 29 | $4 | 03/31/2024 | | JJJ Advisors Inc. | 27 | $4 | 03/31/2024 | | VOE | 27 | $4 | 03/31/2024 | | NewSquare Capital LLC | 26 | $4 | 12/31/2023 | | VOE | 26 | $4 | 12/31/2023 | | Main Management LLC | 27 | $4 | 12/31/2023 | | VOE | 27 | $4 | 12/31/2023 | | Fortis Advisors LLC | 28 | $4 | 12/31/2023 | | VOE | 28 | $4 | 12/31/2023 | | PFS Partners LLC | 16 | $3 | 03/31/2024 | | VOE | 16 | $3 | 03/31/2024 | | Wetzel Investment Advisors Inc. | 22 | $3 | 03/31/2024 | | VOE | 22 | $3 | 03/31/2024 | | Laurel Wealth Advisors LLC | 24 | $3 | 12/31/2023 | | VOE | 24 | $3 | 12/31/2023 | | Team Financial Group LLC | 18 | $3 | 12/31/2023 | | VOE | 18 | $3 | 12/31/2023 | | Cape Investment Advisory Inc. | 20 | $3 | 12/31/2023 | | VOE | 20 | $3 | 12/31/2023 | | Planning Capital Management Corp | 21 | $3 | 12/31/2023 | | VOE | 21 | $3 | 12/31/2023 | | Wolff Wiese Magana LLC | 12 | $2 | 03/31/2024 | | VOE | 12 | $2 | 03/31/2024 | | Financial Synergies Wealth Advisors Inc. | 13 | $2 | 03/31/2024 | | VOE | 13 | $2 | 03/31/2024 | | Motco | 17 | $2 | 12/31/2023 | | VOE | 17 | $2 | 12/31/2023 | | Macroview Investment Management LLC | 14 | $2 | 12/31/2023 | | VOE | 14 | $2 | 12/31/2023 | | Ambassador Advisors LLC | 13 | $2 | 12/31/2023 | | VOE | 13 | $2 | 12/31/2023 | | Atlantic Trust LLC | 14 | $2 | 12/31/2023 | | VOE | 14 | $2 | 12/31/2023 | | Financial Gravity Asset Management Inc. | 12 | $2 | 12/31/2023 | | VOE | 12 | $2 | 12/31/2023 | | Northwest Financial Advisors | 15 | $2 | 12/31/2023 | | VOE | 15 | $2 | 12/31/2023 | | Indiana Trust & Investment Management CO | 5 | $1 | 03/31/2024 | | VOE | 5 | $1 | 03/31/2024 | | Global Wealth Management Investment Advisory Inc. | 9 | $1 | 12/31/2023 | | VOE | 9 | $1 | 12/31/2023 | | Oliver Lagore Vanvalin Investment Group | 6 | $1 | 12/31/2023 | | VOE | 6 | $1 | 12/31/2023 | | Pacifica Partners Inc. | 3 | $0 | 03/31/2024 | | VOE | 3 | $0 | 03/31/2024 | | Morton Brown Family Wealth LLC | 2 | $0 | 03/31/2024 | | VOE | 2 | $0 | 03/31/2024 | | FWL Investment Management LLC | 1 | $0 | 12/31/2023 | | VOE | 1 | $0 | 12/31/2023 |
See Summary: Institutional Holders of VOE
See Details: Top 10 Hedge Funds Holding VOE
Also See: VOE Holdings Changes
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