CUSIP 46138J866
INVESCO
319 institutions · $1.63B total · 75,038,458 shares · IVZ
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Legacy Financial Group LLC | 11,042 | $234.4M | 0.01% | 2023-12-31 |
| 2 | Lido Advisors, LLC | 7,361,493 | $156.3M | 9.81% | 2023-12-31 |
| 3 | Foundations Investment Advisors, LLC | 4,368,973 | $92.8M | 5.82% | 2023-12-31 |
| 4 | MILESTONE ASSET MANAGEMENT, LLC | 4,343,458 | $92.2M | 5.78% | 2023-12-31 |
| 5 | LPL Financial LLC | 3,345,080 | $71.0M | 4.45% | 2023-12-31 |
| 6 | MORGAN STANLEY | 2,864,190 | $60.8M | 3.81% | 2023-12-31 |
| 7 | BANK OF AMERICA CORP /DE/ | 2,186,461 | $46.4M | 2.91% | 2023-12-31 |
| 8 | WELLS FARGO & COMPANY/MN | 1,633,327 | $34.7M | 2.17% | 2023-12-31 |
| 9 | Brookstone Capital Management | 1,534,583 | $32.7M | 2.04% | 2023-12-31 |
| 10 | Raymond James Financial Services Advisors, Inc. | 1,267,244 | $26.9M | 1.68% | 2023-12-31 |
| 11 | AMERIPRISE FINANCIAL INC | 1,256,350 | $26.7M | 1.67% | 2023-12-31 |
| 12 | UBS Group AG | 1,235,879 | $26.2M | 1.64% | 2023-12-31 |
| 13 | True Link Financial Advisors, LLC | 1,207,385 | $25.6M | 1.60% | 2023-12-31 |
| 14 | Invesco Ltd. | 1,094,672 | $23.2M | 1.45% | 2023-12-31 |
| 15 | EASTERN BANK | 1,092,442 | $23.2M | 1.45% | 2023-12-31 |
| 16 | RAYMOND JAMES & ASSOCIATES | 981,251 | $20.8M | 1.30% | 2023-12-31 |
| 17 | Integrated Wealth Concepts LLC | 943,420 | $20.0M | 1.25% | 2023-12-31 |
| 18 | KESTRA PRIVATE WEALTH SERVICES, LLC | 814,432 | $17.3M | 1.08% | 2023-12-31 |
| 19 | TLWM | 739,135 | $15.7M | 0.98% | 2023-12-31 |
| 20 | Avior Wealth Management, LLC | 731,413 | $15.5M | 0.97% | 2023-12-31 |
| 21 | Waycross Investment Management Co | 725,081 | $15.4M | 0.96% | 2023-12-31 |
| 22 | SNS Financial Group, LLC | 656,202 | $13.9M | 0.87% | 2023-12-31 |
| 23 | WEALTHSOURCE PARTNERS, LLC | 647,633 | $13.7M | 0.86% | 2023-12-31 |
| 24 | Royal Bank of Canada | 639,159 | $13.6M | 0.85% | 2023-12-31 |
| 25 | KIRR MARBACH & CO LLC /IN/ | 628,784 | $13.3M | 0.83% | 2023-12-31 |
| 26 | TRUIST FINANCIAL CORP | 614,562 | $13.0M | 0.81% | 2023-12-31 |
| 27 | Exchange Capital Management, Inc. | 606,853 | $12.9M | 0.80% | 2023-12-31 |
| 28 | Jaffetilchin Investment Partners, LLC | 575,873 | $12.2M | 0.76% | 2023-12-31 |
| 29 | Mariner, LLC | 557,634 | $11.8M | 0.74% | 2023-12-31 |
| 30 | JANE STREET GROUP, LLC | 552,242 | $11.7M | 0.73% | 2023-12-31 |
| 31 | STEPHENS INC /AR/ | 514,109 | $10.9M | 0.68% | 2023-12-31 |
| 32 | Stonebridge Capital Advisors LLC | 513,395 | $10.9M | 0.68% | 2023-12-31 |
| 33 | Kaye Capital Management | 512,124 | $10.9M | 0.68% | 2023-12-31 |
| 34 | REBALANCE, LLC | 504,255 | $10.7M | 0.67% | 2023-12-31 |
| 35 | ENVESTNET ASSET MANAGEMENT INC | 496,122 | $10.5M | 0.66% | 2023-12-31 |
| 36 | S.E.E.D. Planning Group LLC | 485,047 | $10.3M | 0.64% | 2023-12-31 |
| 37 | OSAIC HOLDINGS, INC. | 481,844 | $10.2M | 0.64% | 2023-12-31 |
| 38 | Baird Financial Group, Inc. | 477,152 | $10.1M | 0.63% | 2023-12-31 |
| 39 | Strategic Family Wealth Counselors, L.L.C. | 472,780 | $10.0M | 0.63% | 2023-12-31 |
| 40 | Cornerstone Wealth Management, LLC | 470,953 | $10.0M | 0.62% | 2023-12-31 |
| 41 | HighTower Advisors, LLC | 384,612 | $8.2M | 0.51% | 2023-12-31 |
| 42 | Sound Stewardship, LLC | 329,493 | $6.9M | 0.43% | 2023-12-31 |
| 43 | STIFEL FINANCIAL CORP | 325,364 | $6.9M | 0.43% | 2023-12-31 |
| 44 | Blue Barn Wealth, LLC | 325,037 | $6.9M | 0.43% | 2023-12-31 |
| 45 | MGO ONE SEVEN LLC | 322,234 | $6.8M | 0.42% | 2023-12-31 |
| 46 | Resonant Capital Advisors, LLC | 300,810 | $6.4M | 0.40% | 2023-12-31 |
| 47 | HENGEHOLD CAPITAL MANAGEMENT LLC | 298,793 | $6.3M | 0.39% | 2023-12-31 |
| 48 | Trilogy Capital Inc. | 261,482 | $5.6M | 0.34% | 2023-12-31 |
| 49 | Waverly Advisors, LLC | 255,471 | $5.4M | 0.34% | 2023-12-31 |
| 50 | Cresset Asset Management, LLC | 254,330 | $5.4M | 0.33% | 2023-12-31 |
| 51 | Gradient Investments LLC | 241,712 | $5.1M | 0.32% | 2023-12-31 |
| 52 | Legacy Private Trust Co. | 228,816 | $4.9M | 0.30% | 2023-12-31 |
| 53 | Private Advisor Group, LLC | 219,576 | $4.7M | 0.29% | 2023-12-31 |
| 54 | BANK OF MONTREAL /CAN/ | 218,100 | $4.6M | 0.29% | 2023-12-31 |
| 55 | CAPTRUST FINANCIAL ADVISORS | 212,977 | $4.5M | 0.28% | 2023-12-31 |
| 56 | NewEdge Advisors, LLC | 212,292 | $4.5M | 0.28% | 2023-12-31 |
| 57 | Straight Path Wealth Management | 211,954 | $4.5M | 0.28% | 2023-12-31 |
| 58 | Lantz Financial LLC | 204,700 | $4.3M | 0.27% | 2023-12-31 |
| 59 | BENEDICT FINANCIAL ADVISORS INC | 201,271 | $4.3M | 0.26% | 2023-12-31 |
| 60 | Ironwood Financial, llc | 199,390 | $4.2M | 0.26% | 2023-12-31 |
| 61 | AE Wealth Management LLC | 198,932 | $4.2M | 0.26% | 2023-12-31 |
| 62 | Horizons Wealth Management | 192,567 | $4.1M | 0.25% | 2023-12-31 |
| 63 | Atria Wealth Solutions, Inc. | 189,818 | $4.0M | 0.25% | 2023-12-31 |
| 64 | Goepper Burkhardt LLC | 185,252 | $3.9M | 0.24% | 2023-12-31 |
| 65 | OneDigital Investment Advisors LLC | 183,669 | $3.9M | 0.24% | 2023-12-31 |
| 66 | Equitable Holdings, Inc. | 180,058 | $3.8M | 0.23% | 2023-12-31 |
| 67 | COURIER CAPITAL LLC | 179,560 | $3.8M | 0.23% | 2023-12-31 |
| 68 | MONTAG A & ASSOCIATES INC | 177,697 | $3.8M | 0.23% | 2023-12-31 |
| 69 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 177,282 | $3.8M | 0.23% | 2023-12-31 |
| 70 | Carnegie Investment Counsel | 176,720 | $3.8M | 0.23% | 2023-12-31 |
| 71 | Onyx Bridge Wealth Group LLC | 173,046 | $3.7M | 0.23% | 2023-12-31 |
| 72 | HM PAYSON & CO | 168,358 | $3.6M | 0.22% | 2023-12-31 |
| 73 | Delta Investment Management, LLC | 165,459 | $3.5M | 0.22% | 2023-12-31 |
| 74 | IRON Financial LLC | 163,998 | $3.5M | 0.21% | 2023-12-31 |
| 75 | Curbstone Financial Management Corp | 160,908 | $3.4M | 0.21% | 2023-12-31 |
| 76 | G2 CAPITAL MANAGEMENT, LLC / OH | 152,179 | $3.2M | 0.20% | 2023-12-31 |
| 77 | Redwood Financial Network Corp | 146,237 | $3.1M | 0.19% | 2023-12-31 |
| 78 | Global Financial Private Client, LLC | 145,946 | $3.1M | 0.19% | 2024-03-31 |
| 79 | Addison Advisors LLC | 140,524 | $3.0M | 0.18% | 2023-12-31 |
| 80 | Sigma Planning Corp | 139,844 | $3.0M | 0.18% | 2023-12-31 |
| 81 | Well Done, LLC | 134,109 | $2.8M | 0.17% | 2023-12-31 |
| 82 | Solitude Financial Services | 133,966 | $2.8M | 0.17% | 2023-12-31 |
| 83 | Kestra Advisory Services, LLC | 132,746 | $2.8M | 0.17% | 2023-12-31 |
| 84 | Paradiem, LLC | 131,640 | $2.8M | 0.17% | 2023-12-31 |
| 85 | Cetera Advisor Networks LLC | 130,829 | $2.8M | 0.17% | 2023-12-31 |
| 86 | 4Thought Financial Group Inc. | 128,526 | $2.7M | 0.17% | 2023-12-31 |
| 87 | Stratos Wealth Partners, LTD. | 120,240 | $2.6M | 0.16% | 2023-12-31 |
| 88 | Gladstone Institutional Advisory LLC | 118,887 | $2.5M | 0.15% | 2023-12-31 |
| 89 | Old Port Advisors | 117,973 | $2.5M | 0.15% | 2023-12-31 |
| 90 | Oder Investment Management, LLC | 114,900 | $2.4M | 0.15% | 2023-12-31 |
| 91 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 114,531 | $2.4M | 0.15% | 2023-12-31 |
| 92 | AVANTAX ADVISORY SERVICES, INC. | 113,947 | $2.4M | 0.15% | 2023-12-31 |
| 93 | Retirement Solution LLC | 113,102 | $2.4M | 0.15% | 2023-12-31 |
| 94 | Financial Advisory Group | 108,302 | $2.3M | 0.14% | 2023-12-31 |
| 95 | SILVERLAKE WEALTH MANAGEMENT LLC | 107,677 | $2.3M | 0.14% | 2023-12-31 |
| 96 | Berger Financial Group, Inc | 102,845 | $2.2M | 0.13% | 2023-12-31 |
| 97 | Financial Futures Ltd Liability Co. | 101,976 | $2.2M | 0.13% | 2023-12-31 |
| 98 | Secure Asset Management, LLC | 97,838 | $2.1M | 0.13% | 2023-12-31 |
| 99 | SAWGRASS ASSET MANAGEMENT LLC | 92,406 | $2.0M | 0.12% | 2023-12-31 |
| 100 | American Institute for Advanced Investment Management, LLP | 86,180 | $1.8M | 0.11% | 2023-12-31 |
| 101 | Red Spruce Capital, LLC | 85,723 | $1.8M | 0.11% | 2023-12-31 |
| 102 | GUARDIAN WEALTH ADVISORS, LLC / NC | 84,582 | $1.8M | 0.11% | 2023-12-31 |
| 103 | SENTINEL PENSION ADVISORS, LLC | 75,286 | $1.6M | 0.10% | 2023-12-31 |
| 104 | US BANCORP \DE\ | 74,246 | $1.6M | 0.09% | 2023-12-31 |
| 105 | LEVEL FOUR ADVISORY SERVICES, LLC | 71,353 | $1.5M | 0.09% | 2023-12-31 |
| 106 | Consolidated Portfolio Review Corp | 71,168 | $1.5M | 0.09% | 2023-12-31 |
| 107 | Mirador Capital Partners LP | 70,622 | $1.5M | 0.09% | 2023-12-31 |
| 108 | ETF Store, Inc. | 70,096 | $1.5M | 0.09% | 2023-12-31 |
| 109 | Prospera Financial Services Inc | 65,784 | $1.4M | 0.08% | 2023-12-31 |
| 110 | Astoria Portfolio Advisors LLC. | 62,557 | $1.3M | 0.08% | 2023-12-31 |
| 111 | EP Wealth Advisors, LLC | 62,121 | $1.3M | 0.08% | 2023-12-31 |
| 112 | Strid Group, LLC | 61,429 | $1.3M | 0.08% | 2023-12-31 |
| 113 | EVEXIA WEALTH LLC | 61,121 | $1.3M | 0.08% | 2023-12-31 |
| 114 | Flaharty Asset Management, LLC | 60,818 | $1.3M | 0.08% | 2023-12-31 |
| 115 | KICKSTAND VENTURES, LLC. | 58,297 | $1.2M | 0.07% | 2023-12-31 |
| 116 | Global Retirement Partners, LLC | 57,294 | $1.2M | 0.07% | 2023-12-31 |
| 117 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 57,242 | $1.2M | 0.07% | 2023-12-31 |
| 118 | RVW Wealth, LLC | 55,462 | $1.2M | 0.07% | 2023-12-31 |
| 119 | Sculati Wealth Management, LLC | 55,370 | $1.2M | 0.07% | 2023-12-31 |
| 120 | Total Wealth Planning, LLC | 54,699 | $1.2M | 0.07% | 2023-12-31 |
| 121 | AlphaStar Capital Management, LLC | 54,410 | $1.2M | 0.07% | 2023-12-31 |
| 122 | Edge Wealth Management LLC | 51,564 | $1.1M | 0.06% | 2023-12-31 |
| 123 | BROWN ADVISORY INC | 51,539 | $1.1M | 0.06% | 2023-12-31 |
| 124 | Truadvice, LLC | 50,392 | $1.1M | 0.06% | 2023-12-31 |
| 125 | SMI Advisory Services, LLC | 50,311 | $1.1M | 0.06% | 2023-12-31 |
| 126 | Sensible Money, LLC | 49,172 | $1.0M | 0.06% | 2024-06-30 |
| 127 | VANGUARD GROUP INC | 48,520 | $1.0M | 0.06% | 2023-12-31 |
| 128 | Joule Financial, LLC | 48,378 | $1.0M | 0.06% | 2023-12-31 |
| 129 | NOVARE CAPITAL MANAGEMENT LLC | 47,544 | $1.0M | 0.06% | 2023-12-31 |
| 130 | Blossom Wealth Management | 47,531 | $1.0M | 0.06% | 2023-12-31 |
| 131 | Virginia National Bank | 47,364 | $1.0M | 0.06% | 2023-12-31 |
| 132 | Coastwise Capital Group, LLC | 46,236 | $981.6K | 0.06% | 2023-12-31 |
| 133 | Apeiron RIA LLC | 44,867 | $952.5K | 0.05% | 2023-12-31 |
| 134 | Apollon Wealth Management, LLC | 44,621 | $947.3K | 0.05% | 2023-12-31 |
| 135 | Beacon Pointe Advisors, LLC | 43,587 | $925.4K | 0.05% | 2023-12-31 |
| 136 | MONECO Advisors, LLC | 43,521 | $924.0K | 0.05% | 2024-03-31 |
| 137 | Genesee Capital Advisors, LLC | 42,971 | $912.3K | 0.05% | 2023-12-31 |
| 138 | Strategic Financial Concepts, LLC | 42,621 | $904.8K | 0.05% | 2023-12-31 |
| 139 | Revolve Wealth Partners, LLC | 41,212 | $874.9K | 0.05% | 2023-12-31 |
| 140 | Insight Wealth Partners, LLC | 40,985 | $870.1K | 0.05% | 2023-12-31 |
| 141 | Kades & Cheifetz LLC | 40,880 | $867.9K | 0.05% | 2023-12-31 |
| 142 | WEBSTER BANK, N. A. | 40,673 | $863.5K | 0.05% | 2023-12-31 |
| 143 | Cypress Wealth Services, LLC | 40,625 | $862.5K | 0.05% | 2023-12-31 |
| 144 | Apella Capital, LLC | 39,582 | $840.3K | 0.05% | 2023-12-31 |
| 145 | BLUE SQUARE ASSET MANAGEMENT, LLC | 39,560 | $839.9K | 0.05% | 2023-12-31 |
| 146 | Creative Planning | 39,431 | $837.1K | 0.05% | 2023-12-31 |
| 147 | OPTIMUM INVESTMENT ADVISORS | 38,869 | $825.2K | 0.05% | 2023-12-31 |
| 148 | Glen Eagle Advisors, LLC | 39,433 | $823.0K | 0.05% | 2024-06-30 |
| 149 | NORTHCAPE WEALTH MANAGEMENT, LLC | 38,396 | $815.2K | 0.05% | 2023-12-31 |
| 150 | DENVER WEALTH MANAGEMENT, INC. | 37,287 | $791.6K | 0.04% | 2023-12-31 |
| 151 | Matthew Goff Investment Advisor, LLC | 36,763 | $780.5K | 0.04% | 2023-12-31 |
| 152 | WULFF, HANSEN & CO. | 36,755 | $780.3K | 0.04% | 2023-12-31 |
| 153 | Keel Point, LLC | 36,399 | $772.7K | 0.04% | 2023-12-31 |
| 154 | Ballew Advisors, Inc | 36,205 | $768.8K | 0.04% | 2023-12-31 |
| 155 | Latitude Advisors, LLC | 35,971 | $763.7K | 0.04% | 2023-12-31 |
| 156 | ProVise Management Group, LLC | 35,695 | $757.8K | 0.04% | 2023-12-31 |
| 157 | Savant Capital, LLC | 34,972 | $742.5K | 0.04% | 2023-12-31 |
| 158 | Cetera Advisors LLC | 33,943 | $720.6K | 0.04% | 2023-12-31 |
| 159 | Ellevest, Inc. | 33,555 | $712.4K | 0.04% | 2023-12-31 |
| 160 | Kohmann Bosshard Financial Services, LLC | 33,300 | $707.0K | 0.04% | 2023-12-31 |
| 161 | BUTENSKY & COHEN FINANCIAL SECURITY, INC | 32,450 | $688.9K | 0.04% | 2023-12-31 |
| 162 | Venture Visionary Partners LLC | 32,052 | $680.5K | 0.04% | 2023-12-31 |
| 163 | COMERICA BANK | 31,765 | $674.4K | 0.04% | 2023-12-31 |
| 164 | FinDec Wealth Services, Inc. | 31,627 | $671.4K | 0.04% | 2023-12-31 |
| 165 | Atlantic Union Bankshares Corp | 31,532 | $669.4K | 0.04% | 2023-12-31 |
| 166 | D.A. DAVIDSON & CO. | 31,213 | $662.7K | 0.04% | 2023-12-31 |
| 167 | DAVENPORT & Co LLC | 30,659 | $650.9K | 0.04% | 2023-12-31 |
| 168 | CGN Advisors LLC | 30,459 | $646.6K | 0.04% | 2023-12-31 |
| 169 | Koss-Olinger Consulting, LLC | 29,250 | $621.0K | 0.03% | 2023-12-31 |
| 170 | Wealthspire Advisors, LLC | 29,108 | $618.0K | 0.03% | 2023-12-31 |
| 171 | TWO SIGMA SECURITIES, LLC | 29,040 | $616.5K | 0.03% | 2023-12-31 |
| 172 | Avidian Wealth Enterprises, LLC | 28,804 | $611.5K | 0.03% | 2023-12-31 |
| 173 | Nalls Sherbakoff Group, LLC | 28,789 | $608.6K | 0.03% | 2023-12-31 |
| 174 | Comprehensive Financial Consultants Institutional, Inc. | 28,571 | $606.6K | 0.03% | 2023-12-31 |
| 175 | Heron Bay Capital Management | 28,528 | $605.6K | 0.03% | 2023-12-31 |
| 176 | Kessler Investment Group, LLC | 28,389 | $602.7K | 0.03% | 2023-12-31 |
| 177 | SHUFRO ROSE & CO LLC | 28,060 | $595.7K | 0.03% | 2023-12-31 |
| 178 | SFE Investment Counsel | 27,053 | $574.3K | 0.03% | 2023-12-31 |
| 179 | Stiles Financial Services Inc | 26,634 | $565.4K | 0.03% | 2023-12-31 |
| 180 | Regal Investment Advisors LLC | 26,577 | $564.2K | 0.03% | 2023-12-31 |
| 181 | FC Advisory LLC | 26,560 | $563.9K | 0.03% | 2023-12-31 |
| 182 | OLD MISSION CAPITAL LLC | 26,546 | $563.6K | 0.03% | 2023-12-31 |
| 183 | Tennessee Valley Asset Management Partners | 25,711 | $545.8K | 0.03% | 2023-12-31 |
| 184 | Laurel Wealth Advisors LLC | 25,700 | $545.6K | 0.03% | 2023-12-31 |
| 185 | American Capital Advisory, LLC | 25,513 | $537.8K | 0.03% | 2024-03-31 |
| 186 | FIFTH THIRD BANCORP | 24,000 | $509.5K | 0.03% | 2023-12-31 |
| 187 | Squarepoint Ops LLC | 23,624 | $501.5K | 0.03% | 2023-12-31 |
| 188 | J.W. COLE ADVISORS, INC. | 22,533 | $478.4K | 0.03% | 2023-12-31 |
| 189 | Levy Wealth Management Group, LLC | 22,439 | $476.4K | 0.02% | 2023-12-31 |
| 190 | FinTrust Capital Advisors, LLC | 22,141 | $470.1K | 0.02% | 2023-12-31 |
| 191 | Sequoia Financial Advisors, LLC | 21,828 | $463.4K | 0.02% | 2023-12-31 |
| 192 | TI-TRUST, INC | 20,885 | $443.4K | 0.02% | 2023-12-31 |
| 193 | WESPAC Advisors, LLC | 20,880 | $443.3K | 0.02% | 2023-12-31 |
| 194 | Sutton Wealth Advisors Inc. | 19,960 | $437.1K | 0.02% | 2023-12-31 |
| 195 | AMJ Financial Wealth Management | 20,434 | $433.8K | 0.02% | 2023-12-31 |
| 196 | GSB Wealth Management, LLC | 19,290 | $409.5K | 0.02% | 2023-12-31 |
| 197 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 19,111 | $405.7K | 0.02% | 2023-12-31 |
| 198 | NFP Retirement, Inc. | 19,355 | $405.5K | 0.02% | 2024-12-31 |
| 199 | RFG Advisory, LLC | 18,914 | $401.5K | 0.02% | 2023-12-31 |
| 200 | CITADEL ADVISORS LLC | 18,281 | $388.1K | 0.02% | 2023-12-31 |
| 201 | MCF Advisors LLC | 17,488 | $371.3K | 0.02% | 2023-12-31 |
| 202 | Kaydan Wealth Management, Inc. | 17,295 | $367.2K | 0.02% | 2023-12-31 |
| 203 | Valmark Advisers, Inc. | 17,283 | $366.9K | 0.02% | 2023-12-31 |
| 204 | Snowden Capital Advisors LLC | 17,213 | $365.4K | 0.02% | 2023-12-31 |
| 205 | CONTINUUM WEALTH ADVISORS, LLC | 17,053 | $362.0K | 0.02% | 2023-12-31 |
| 206 | Compound Planning, Inc. | 16,674 | $354.0K | 0.02% | 2023-12-31 |
| 207 | Pacific Wealth Strategies Group, Inc. | 16,523 | $350.8K | 0.02% | 2023-12-31 |
| 208 | New Potomac Partners, LLC | 16,510 | $350.5K | 0.02% | 2023-12-31 |
| 209 | Key Financial Inc | 16,401 | $348.2K | 0.02% | 2023-12-31 |
| 210 | 3D/L Capital Management, LLC | 15,989 | $339.5K | 0.02% | 2023-12-31 |
| 211 | Cerity Partners LLC | 15,725 | $333.8K | 0.02% | 2023-12-31 |
| 212 | TrinityPoint Wealth, LLC | 15,389 | $326.7K | 0.02% | 2023-12-31 |
| 213 | American Planning Services, Inc. | 15,154 | $321.7K | 0.02% | 2023-12-31 |
| 214 | Sterling Financial Group, Inc. | 14,694 | $312.0K | 0.01% | 2023-12-31 |
| 215 | Steward Partners Investment Advisory, LLC | 14,688 | $311.8K | 0.01% | 2023-12-31 |
| 216 | Garrett Wealth Advisory Group, LLC | 14,496 | $307.7K | 0.01% | 2023-12-31 |
| 217 | Farther Finance Advisors, LLC | 14,411 | $305.1K | 0.01% | 2024-03-31 |
| 218 | TPG Financial Advisors, LLC | 14,194 | $301.3K | 0.01% | 2023-12-31 |
| 219 | FSM Wealth Advisors, LLC | 14,098 | $299.3K | 0.01% | 2023-12-31 |
| 220 | IFP Advisors, Inc | 14,094 | $299.2K | 0.01% | 2023-12-31 |
| 221 | Freedom Investment Management, Inc. | 14,039 | $298.0K | 0.01% | 2023-12-31 |
| 222 | Arkadios Wealth Advisors | 13,831 | $293.6K | 0.01% | 2023-12-31 |
| 223 | HARBOUR INVESTMENTS, INC. | 13,633 | $289.4K | 0.01% | 2023-12-31 |
| 224 | PATTON ALBERTSON MILLER GROUP, LLC | 13,128 | $278.7K | 0.01% | 2023-12-31 |
| 225 | DB Wealth Management Group, LLC | 13,082 | $277.7K | 0.01% | 2023-12-31 |
| 226 | Geneos Wealth Management Inc. | 12,980 | $275.6K | 0.01% | 2023-12-31 |
| 227 | Hills Bank & Trust Co | 12,791 | $271.6K | 0.01% | 2023-12-31 |
| 228 | Allworth Financial LP | 12,280 | $260.7K | 0.01% | 2023-12-31 |
| 229 | PRIVATE TRUST CO NA | 12,271 | $260.5K | 0.01% | 2023-12-31 |
| 230 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12,251 | $260.1K | 0.01% | 2023-12-31 |
| 231 | 1834 INVESTMENT ADVISORS CO | 12,192 | $258.8K | 0.01% | 2023-12-31 |
| 232 | Whitener Capital Management, Inc. | 11,970 | $254.1K | 0.01% | 2023-12-31 |
| 233 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11,474 | $243.6K | 0.01% | 2023-12-31 |
| 234 | Western Wealth Management, LLC | 11,362 | $241.2K | 0.01% | 2023-12-31 |
| 235 | First Command Advisory Services, Inc. | 11,358 | $241.1K | 0.01% | 2023-12-31 |
| 236 | Golden State Equity Partners | 10,927 | $232.0K | 0.01% | 2023-12-31 |
| 237 | Cape Investment Advisory, Inc. | 10,918 | $231.8K | 0.01% | 2023-12-31 |
| 238 | Rockefeller Capital Management L.P. | 10,167 | $215.9K | 0.01% | 2023-12-31 |
| 239 | Chesley Taft & Associates LLC | 10,000 | $212.3K | 0.01% | 2023-12-31 |
| 240 | IFG Advisory, LLC | 9,547 | $202.7K | 0.01% | 2023-12-31 |
| 241 | Paulson Wealth Management Inc. | 9,511 | $201.9K | 0.01% | 2023-12-31 |
| 242 | Monterey Private Wealth, Inc. | 9,452 | $200.7K | 0.01% | 2023-12-31 |
| 243 | Impact Partnership Wealth, LLC | 8,919 | $189.3K | 0.01% | 2023-12-31 |
| 244 | AdvisorNet Financial, Inc | 8,757 | $185.9K | 0.01% | 2023-12-31 |
| 245 | LINCOLN NATIONAL CORP | 8,725 | $185.2K | 0.01% | 2023-12-31 |
| 246 | Orion Capital Management LLC | 7,479 | $158.8K | 0.00% | 2023-12-31 |
| 247 | Buck Wealth Strategies, LLC | 6,460 | $141.0K | 0.00% | 2023-12-31 |
| 248 | SJS Investment Consulting Inc. | 6,413 | $136.1K | 0.00% | 2023-12-31 |
| 249 | JPMORGAN CHASE & CO | 6,300 | $133.7K | 0.00% | 2023-12-31 |
| 250 | Ameritas Investment Partners, Inc. | 5,905 | $125.4K | 0.00% | 2023-12-31 |
| 251 | Colonial Trust Advisors | 5,801 | $123.2K | 0.00% | 2023-12-31 |
| 252 | Rockbridge Investment Management, LCC | 5,745 | $120.9K | 0.00% | 2024-03-31 |
| 253 | Clearstead Advisors, LLC | 5,692 | $120.8K | 0.00% | 2023-12-31 |
| 254 | Federation des caisses Desjardins du Quebec | 4,784 | $101.6K | 0.00% | 2024-06-30 |
| 255 | Independence Bank of Kentucky | 4,603 | $97.7K | 0.00% | 2023-12-31 |
| 256 | Householder Group Estate & Retirement Specialist, LLC | 4,254 | $90.3K | 0.00% | 2023-12-31 |
| 257 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4,212 | $89.4K | 0.00% | 2023-12-31 |
| 258 | PNC Financial Services Group, Inc. | 4,000 | $84.9K | 0.00% | 2023-12-31 |
| 259 | Archer Investment Corp | 3,959 | $84.0K | 0.00% | 2023-12-31 |
| 260 | ATWOOD & PALMER INC | 3,526 | $74.9K | 0.00% | 2023-12-31 |
| 261 | Legend Financial Advisors, Inc. | 3,254 | $69.1K | 0.00% | 2023-12-31 |
| 262 | HHM Wealth Advisors, LLC | 2,500 | $53.1K | 0.00% | 2023-12-31 |
| 263 | Glass Jacobson Investment Advisors llc | 2,470 | $52.4K | 0.00% | 2023-12-31 |
| 264 | EVERMAY WEALTH MANAGEMENT LLC | 2,387 | $50.7K | 0.00% | 2023-12-31 |
| 265 | ARCADIA INVESTMENT ADVISORS LLC | 2,473 | $49.9K | 0.00% | 2024-12-31 |
| 266 | Colonial Trust Co / SC | 2,344 | $49.8K | 0.00% | 2023-12-31 |
| 267 | ORG Partners LLC | 2,062 | $43.8K | 0.00% | 2023-12-31 |
| 268 | Rosenberg Matthew Hamilton | 2,000 | $42.5K | 0.00% | 2023-12-31 |
| 269 | IMA Advisory Services, Inc. | 1,863 | $39.6K | 0.00% | 2023-12-31 |
| 270 | NORTHWEST INVESTMENT COUNSELORS, LLC | 1,862 | $39.5K | 0.00% | 2023-12-31 |
| 271 | RFP Financial Group LLC | 1,831 | $38.9K | 0.00% | 2023-12-31 |
| 272 | Asset Dedication, LLC | 1,826,958 | $38.8K | 2.43% | 2023-12-31 |
| 273 | Bray Capital Advisors | 1,605 | $34.1K | 0.00% | 2023-12-31 |
| 274 | Carmichael Hill & Associates, Inc. | 1,445 | $30.7K | 0.00% | 2023-12-31 |
| 275 | Larson Financial Group LLC | 1,444 | $30.7K | 0.00% | 2023-12-31 |
| 276 | SHEETS SMITH WEALTH MANAGEMENT | 1,390 | $29.5K | 0.00% | 2023-12-31 |
| 277 | Parallel Advisors, LLC | 1,200 | $25.5K | 0.00% | 2024-03-31 |
| 278 | CWM, LLC | 1,068,993 | $22.7K | 1.42% | 2023-12-31 |
| 279 | VIMA LLC | 988 | $20.8K | 0.00% | 2024-03-31 |
| 280 | Sandy Spring Bank | 959 | $20.4K | 0.00% | 2023-12-31 |
| 281 | RENAISSANCE TECHNOLOGIES LLC | 901,251 | $19.1K | 1.20% | 2023-12-31 |
| 282 | ARMSTRONG ADVISORY GROUP, INC | 880 | $18.7K | 0.00% | 2023-12-31 |
| 283 | COMMONWEALTH EQUITY SERVICES, LLC | 812,527 | $17.3K | 1.08% | 2023-12-31 |
| 284 | Tower Research Capital LLC (TRC) | 803 | $17.0K | 0.00% | 2023-12-31 |
| 285 | Janney Montgomery Scott LLC | 779,370 | $16.5K | 1.03% | 2023-12-31 |
| 286 | Cambridge Investment Research Advisors, Inc. | 708,486 | $15.0K | 0.94% | 2023-12-31 |
| 287 | Capital Investment Advisory Services, LLC | 654 | $13.9K | 0.00% | 2023-12-31 |
| 288 | DAVIS R M INC | 598,057 | $12.7K | 0.79% | 2023-12-31 |
| 289 | Pacifica Partners Inc. | 413 | $8.8K | 0.00% | 2023-12-31 |
| 290 | BENJAMIN F. EDWARDS & COMPANY, INC. | 371,427 | $7.9K | 0.49% | 2023-12-31 |
| 291 | MML INVESTORS SERVICES, LLC | 358,476 | $7.6K | 0.47% | 2023-12-31 |
| 292 | BCS Wealth Management | 356,531 | $7.6K | 0.47% | 2023-12-31 |
| 293 | BEACON FINANCIAL GROUP | 334,466 | $7.1K | 0.44% | 2023-12-31 |
| 294 | Aspen Investment Management Inc | 251,653 | $5.3K | 0.33% | 2023-12-31 |
| 295 | WINTRUST INVESTMENTS LLC | 193,432 | $4.1K | 0.25% | 2023-12-31 |
| 296 | Thrivent Financial for Lutherans | 173,774 | $3.7K | 0.23% | 2023-12-31 |
| 297 | TRUST CO OF VERMONT | 148 | $3.1K | 0.00% | 2023-12-31 |
| 298 | MERCER GLOBAL ADVISORS INC /ADV | 141,228 | $3.0K | 0.18% | 2023-12-31 |
| 299 | Newbridge Financial Services Group, Inc. | 136 | $2.9K | 0.00% | 2023-12-31 |
| 300 | OLIVER LAGORE VANVALIN INVESTMENT GROUP | 120 | $2.5K | 0.00% | 2023-12-31 |
| 301 | STUDIO INVESTMENT MANAGEMENT LLC | 85 | $1.8K | 0.00% | 2023-12-31 |
| 302 | Capital Analysts, LLC | 75,056 | $1.6K | 0.10% | 2023-12-31 |
| 303 | COLONY GROUP LLC | 62,595 | $1.3K | 0.08% | 2023-12-31 |
| 304 | PITTENGER & ANDERSON INC | 50 | $1.1K | 0.00% | 2023-12-31 |
| 305 | LEAVELL INVESTMENT MANAGEMENT, INC. | 47,796 | $1.0K | 0.06% | 2023-12-31 |
| 306 | Cornerstone Planning Group LLC | 43 | $913 | 0.00% | 2023-12-31 |
| 307 | Tyler-Stone Wealth Management | 37,581 | $798 | 0.05% | 2023-12-31 |
| 308 | FLOW TRADERS U.S. LLC | 23,810 | $505 | 0.03% | 2023-12-31 |
| 309 | BARCLAYS PLC | 23,300 | $495 | 0.03% | 2023-12-31 |
| 310 | GHE, LLC | 22,000 | $467 | 0.02% | 2023-12-31 |
| 311 | VALLEY NATIONAL ADVISERS INC | 20,775 | $441 | 0.02% | 2023-12-31 |
| 312 | Sugarloaf Wealth Management, LLC | 20 | $415 | 0.00% | 2023-12-31 |
| 313 | Sound Income Strategies, LLC | 19 | $403 | 0.00% | 2023-12-31 |
| 314 | Campbell Wealth Management | 18,317 | $389 | 0.02% | 2023-12-31 |
| 315 | BNP PARIBAS FINANCIAL MARKETS | 13 | $276 | 0.00% | 2023-12-31 |
| 316 | O'ROURKE & COMPANY, Inc | 12,609 | $268 | 0.01% | 2023-12-31 |
| 317 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 11,865 | $252 | 0.01% | 2023-12-31 |
| 318 | HUNTINGTON NATIONAL BANK | 2 | $42 | 0.00% | 2025-12-31 |
| 319 | HANTZ FINANCIAL SERVICES, INC. | 295 | $6 | 0.00% | 2024-06-30 |