Institution Name Shares Change in Shares % Change in Shares Mkt Value (000) Mkt Value Change (000) Filing Date BlackRock, Inc. 15,747,262 304,225 1.97% 432,734.76 8,360.10 12/31/2023 The Vanguard Group, Inc. 14,056,668 -126,505 -.89% 386,277.24 -3,476.36 12/31/2023 Pzena Investment Management LLC 6,982,684 -271,906 -3.75% 191,884.16 -7,471.98 12/31/2023 Fuller & Thaler Asset Management, Inc. 4,671,119 -802,333 -14.66% 128,362.35 -22,048.11 12/31/2023 LSV Asset Management 4,659,095 -157,400 -3.27% 128,031.93 -4,325.35 12/31/2023 State Street Corporation 4,649,854 112,663 2.48% 127,777.99 3,095.98 12/31/2023 Franklin Resources, Inc. 4,322,617 -172,876 -3.85% 118,785.52 -4,750.63 12/31/2023 Dimensional Fund Advisors LP 3,872,229 -63,520 -1.61% 106,408.85 -1,745.53 12/31/2023 MACQUARIE GROUP LTD 2,469,468 174,065 7.58% 67,860.98 4,783.31 12/31/2023 Geode Capital Management, LLC 2,452,754 62,117 2.6% 67,401.68 1,706.98 12/31/2023 PRINCIPAL FINANCIAL GROUP INC 2,226,375 76,514 3.56% 61,180.79 2,102.60 12/31/2023 Northern Trust Corp 2,180,226 8,998 .41% 59,912.61 247.27 12/31/2023 MORGAN STANLEY 2,111,054 239,833 12.82% 58,011.76 6,590.61 12/31/2023 AQR Capital Management, LLC 2,010,962 -178,834 -8.17% 55,261.24 -4,914.36 12/31/2023 GOLDMAN SACHS GROUP INC 1,821,106 -480,975 -20.89% 50,043.99 -13,217.19 12/31/2023 Massachusetts Financial Services Company 1,742,261 -96,320 -5.24% 47,877.33 -2,646.87 12/31/2023 Allianz Asset Management GmbH 1,731,691 -10,530 -.6% 47,586.87 -289.36 12/31/2023 AMERICAN CENTURY COMPANIES INC 1,478,804 128,684 9.53% 40,637.53 3,536.24 12/31/2023 Bank of New York Mellon Corp 1,417,020 -73,850 -4.95% 38,939.71 -2,029.40 12/31/2023 Charles Schwab Investment Management, Inc. 1,342,821 -6,349 -.47% 36,900.72 -174.47 12/31/2023 Man Group plc 1,242,487 1,242,487 100% 34,143.54 34,143.54 12/31/2023 Hotchkis and Wiley Capital Management, LLC 1,228,361 -64,150 -4.96% 33,755.36 -1,762.84 12/31/2023 BANK OF AMERICA CORP /DE/ 962,930 -29,003 -2.92% 26,461.32 -797.00 12/31/2023 Norges Bank 942,468 942,468 100% 25,899.02 25,899.02 12/31/2023 Ameriprise Financial, Inc. 776,145 -16,874 -2.13% 21,328.46 -463.70 12/31/2023 Paradice Investment Management LLC 723,531 -1,609,581 -68.99% 19,882.63 -44,231.29 12/31/2023 FMR LLC 697,464 50,602 7.82% 19,166.31 1,390.54 12/31/2023 Jacobs Levy Equity Management, Inc. 694,435 -325,714 -31.93% 19,083.07 -8,950.62 12/31/2023 Invesco Ltd. 662,769 -59,919 -8.29% 18,212.89 -1,646.57 12/31/2023 Easterly Investment Partners LLC 658,651 -3,822 -.58% 18,099.73 -105.03 12/31/2023 Assenagon Asset Management S.A. 587,569 290,585 97.85% 16,146.40 7,985.28 12/31/2023 Bragg Financial Advisors, Inc 548,407 957 .17% 15,070.22 26.30 12/31/2023 JPMorgan Chase & Co. 538,790 3,508 .66% 14,805.95 96.40 12/31/2023 Nuveen Asset Management, LLC 474,521 1,108 .23% 13,039.84 30.45 12/31/2023 Rhumbline Advisers 471,145 8,816 1.91% 12,947.06 242.26 12/31/2023 Federated Hermes, Inc. 461,621 7,864 1.73% 12,685.35 216.10 12/31/2023 Retirement Systems of Alabama 378,788 378,788 100% 10,409.09 10,409.09 12/31/2023 Millennium Management LLC 366,621 -421,257 -53.47% 10,074.75 -11,576.14 12/31/2023 BARCLAYS PLC 301,807 179,461 146.68% 8,293.66 4,931.59 12/31/2023 Bridgewater Associates, LP 293,339 -27,949 -8.7% 8,060.96 -768.04 12/31/2023 Voya Investment Management LLC 290,954 -6,591 -2.22% 7,995.42 -181.12 12/31/2023 Alberta Investment Management Corporation 282,792 -190,151 -40.21% 7,771.12 -5,225.35 12/31/2023 Brandywine Global Investment Management, LLC 258,272 -25,232 -8.9% 7,097.31 -693.38 12/31/2023 AllianceBernstein L.P. 252,343 -1,439 -.57% 6,934.39 -39.54 12/31/2023 Russell Investments Group, Ltd. 237,541 -69,361 -22.6% 6,527.63 -1,906.04 12/31/2023 Swiss National Bank 222,700 -29,200 -11.59% 6,119.80 -802.42 12/31/2023 California Public Employees Retirement System 209,174 -5,147 -2.4% 5,748.10 -141.44 12/31/2023 AMERICAN INTERNATIONAL GROUP, INC. 206,306 -8,779 -4.08% 5,669.29 -241.25 12/31/2023 Huber Capital Management LLC 189,190 -98,572 -34.25% 5,198.94 -2,708.76 12/31/2023 RBF Capital, LLC 185,034 0 0% 5,084.73 0.00 12/31/2023 ROYAL BANK OF CANADA 180,579 18,653 11.52% 4,962.31 512.58 12/31/2023 Credit Suisse AG 174,956 11,509 7.04% 4,807.79 316.27 12/31/2023 New York State Teachers Retirement System 166,380 10,523 6.75% 4,572.12 289.17 12/31/2023 Legal & General Group Plc 166,166 -4,523 -2.65% 4,566.24 -124.29 12/31/2023 Kestrel Investment Management Corporation 158,150 -28,100 -15.09% 4,345.96 -772.19 12/31/2023 Congress Asset Management Company, LLP 157,126 47,762 43.67% 4,317.82 1,312.50 12/31/2023 UBS Group AG 149,854 26,931 21.91% 4,117.99 740.06 12/31/2023 Hillsdale Investment Management Inc. 145,900 145,900 100% 4,009.33 4,009.33 12/31/2023 Victory Capital Management Inc. 129,894 44,134 51.46% 3,569.49 1,212.80 12/31/2023 MANUFACTURERS LIFE INSURANCE COMPANY, THE 129,380 -5,462 -4.05% 3,555.36 -150.10 12/31/2023 UBS Asset Management (Americas) Inc. 126,811 -7,905 -5.87% 3,484.77 -217.23 12/31/2023 California State Teachers Retirement System 121,567 -7,304 -5.67% 3,340.66 -200.71 12/31/2023 MetLife Investment Management, LLC 119,140 -3,901 -3.17% 3,273.97 -107.20 12/31/2023 SEI INVESTMENTS CO 106,808 7,749 7.82% 2,935.08 212.94 12/31/2023 Prudential Financial, Inc. 97,094 -9,183 -8.64% 2,668.14 -252.35 12/31/2023 Texas Permanent School Fund Corp 96,857 2,291 2.42% 2,661.63 62.96 12/31/2023 State of New Jersey Common Pension Fund D 94,470 -15,886 -14.4% 2,596.04 -436.55 12/31/2023 Great West Life Assurance Co /CAN/ 90,837 -685 -.75% 2,496.20 -18.82 12/31/2023 O'Shaughnessy Asset Management, LLC 89,029 -14,534 -14.03% 2,446.52 -399.39 12/31/2023 First Trust Advisors L.P. 87,964 -29,583 -25.17% 2,417.25 -812.94 12/31/2023 Putnam Investments LLC 83,219 -8,234 -9% 2,286.86 -226.27 12/31/2023 Comerica Bank 83,053 -6,510 -7.27% 2,282.30 -178.89 12/31/2023 State Board of Administration of Florida Retirement System 80,530 0 0% 2,212.96 0.00 12/31/2023 QRG Capital Management, Inc. 79,323 4,891 6.57% 2,179.80 134.40 12/31/2023 T. Rowe Price Associates, Inc. 76,691 5,979 8.46% 2,107.47 164.30 12/31/2023 Susquehanna International Group, LLP 76,177 -58,568 -43.47% 2,093.34 -1,609.45 12/31/2023 DEUTSCHE BANK AG\ 74,641 -1,211 -1.6% 2,051.13 -33.28 12/31/2023 Mirae Asset Global Investments Co., Ltd. 74,424 -1,687 -2.22% 2,045.17 -46.36 12/31/2023 Mercer Global Advisors Inc. 72,838 5,862 8.75% 2,001.59 161.09 12/31/2023 Kingsview Wealth Management, LLC 71,180 71,180 100% 1,956.03 1,956.03 12/31/2023 Jane Street Group, LLC 69,397 25,376 57.65% 1,907.03 697.33 12/31/2023 Mutual of America Capital Management LLC 69,381 -4,131 -5.62% 1,906.59 -113.52 12/31/2023 Raymond James & Associates, Inc. 65,781 -10,927 -14.24% 1,807.66 -300.27 12/31/2023 Jennison Associates LLC 65,128 -10,284 -13.64% 1,789.72 -282.60 12/31/2023 Amalgamated Bank 65,021 651 1.01% 1,786.78 17.89 12/31/2023 Algert Global LLC 64,910 0 0% 1,783.73 0.00 12/31/2023 Qube Research & Technologies Ltd. 60,566 60,188 15922.75% 1,664.35 1,653.97 12/31/2023 New York State Common Retirement Fund 60,460 -3,049 -4.8% 1,661.44 -83.79 12/31/2023 Occudo Quantitative Strategies LP 57,815 16,756 40.81% 1,588.76 460.45 12/31/2023 Yousif Capital Management, LLC 56,966 -835 -1.44% 1,565.43 -22.95 12/31/2023 CAPITAL FUND MANAGEMENT S.A. 56,009 24,161 75.86% 1,539.13 663.94 12/31/2023 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 54,772 -14,120 -20.5% 1,505.13 -388.02 12/31/2023 First Hawaiian Bank 54,473 -2,900 -5.05% 1,496.92 -79.69 12/31/2023 Quantinno Capital Management LP 51,134 191 .37% 1,405.16 5.25 12/31/2023 Teacher Retirement System of Texas 50,338 -18,976 -27.38% 1,383.29 -521.46 12/31/2023 Janus Henderson Group PLC 49,927 -95 -.19% 1,371.99 -2.61 12/31/2023 Envestnet Asset Management, Inc. 47,511 -11,786 -19.88% 1,305.60 -323.88 12/31/2023 CITIGROUP INC 47,337 7,305 18.25% 1,300.82 200.74 12/31/2023 BNP Paribas Arbitrage SA 45,882 -28,621 -38.42% 1,260.84 -786.51 12/31/2023 Trexquant Investment LP 44,805 44,805 100% 1,231.24 1,231.24 12/31/2023 Ensign Peak Advisors, Inc. 44,267 0 0% 1,216.46 0.00 12/31/2023 Legacy Advisors, LLC 41,686 14 .03% 1,145.53 0.38 12/31/2023 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 41,126 0 0% 1,130.14 0.00 12/31/2023 WELLS FARGO & COMPANY/MN 40,722 6,462 18.86% 1,119.04 177.58 12/31/2023 CIBC Private Wealth Group, LLC 38,212 -9,234 -19.46% 1,050.07 -253.75 12/31/2023 Calamos Advisors LLC 38,100 38,100 100% 1,046.99 1,046.99 12/31/2023 Gateway Investment Advisers, LLC 37,280 0 0% 1,024.45 0.00 12/31/2023 Ameritas Investment Partners, Inc. 36,082 -575 -1.57% 991.53 -15.80 12/31/2023 Virginia Retirement System 35,300 -40,100 -53.18% 970.04 -1,101.95 09/30/2023 ClearAlpha Technologies LP 34,058 34,058 100% 935.91 935.91 12/31/2023 PanAgora Asset Management Inc 33,019 0 0% 907.36 0.00 12/31/2023 AXA S.A. 32,900 5,100 18.35% 904.09 140.15 12/31/2023 Oregon Public Employees Retirement Fund 31,651 0 0% 869.77 0.00 12/31/2023 Arizona State Retirement System 31,588 -1,029 -3.15% 868.04 -28.28 12/31/2023 Louisiana State Employees' Retirement System 31,500 -500 -1.56% 865.62 -13.74 12/31/2023 Robeco Institutional Asset Management B V 30,908 0 0% 849.35 0.00 12/31/2023 Thrivent Financial for Lutherans 28,022 -272 -.96% 770.04 -7.47 12/31/2023 Bank Of Montreal /can/ 27,471 972 3.67% 754.90 26.71 12/31/2023 State of Michigan Retirement System 26,951 -100 -.37% 740.61 -2.75 12/31/2023 Zurcher Kantonalbank (Zurich Cantonalbank) 26,423 3,817 16.88% 726.10 104.89 12/31/2023 Campbell & Company Investment Adviser LLC 26,037 8,018 44.5% 715.50 220.33 12/31/2023 Mackenzie Financial Corporation 25,916 -2,333 -8.26% 712.17 -64.11 12/31/2023 Quest Partners LLC 25,850 25,850 100% 710.36 710.36 12/31/2023 NISA Investment Advisors, LLC 25,614 180 .71% 703.87 4.95 12/31/2023 Aquatic Capital Management LLC 25,500 22,400 722.58% 700.74 615.55 12/31/2023 Northwestern Mutual Investment Management Company, LLC 24,955 -105 -.42% 685.76 -2.89 12/31/2023 Pennsylvania Public School Employees Retirement System 24,751 1,869 8.17% 680.16 51.36 12/31/2023 ProShare Advisors LLC 24,452 3,554 17.01% 671.94 97.66 12/31/2023 EMC Capital Management, LLC 24,026 0 0% 660.23 0.00 12/31/2023 Grantham Mayo Van Otterloo & Co LLC 23,881 -13,986 -36.93% 656.25 -384.34 12/31/2023 Bailard, Inc. 23,700 0 0% 651.28 0.00 12/31/2023 Hsbc Holdings Plc 23,555 -28,938 -55.13% 647.29 -795.22 12/31/2023 New Mexico Educational Retirement Board 23,400 0 0% 643.03 0.00 12/31/2023 Handelsbanken Fonder AB 23,055 0 0% 633.55 0.00 12/31/2023 Oak Associates Ltd 20,923 0 0% 574.96 0.00 12/31/2023 Sit Investment Associates, Inc. 20,600 0 0% 566.09 0.00 12/31/2023 Pacer Advisors, Inc. 20,537 7,997 63.77% 564.36 219.76 12/31/2023 Donaldson Capital Management, LLC 20,018 0 0% 550.09 0.00 12/31/2023 William Blair & Company, L.L.C. 18,790 -210 -1.11% 516.35 -5.77 12/31/2023 Quadrature Capital LTD 18,777 18,777 100% 515.99 515.99 12/31/2023 Ontario Teachers' Pension Plan Board 18,685 18,685 100% 513.46 513.46 12/31/2023 Cubist Systematic Strategies, LLC 18,165 18,165 100% 499.17 499.17 12/31/2023 Meritage Portfolio Management, Inc. 17,920 377 2.15% 492.44 10.36 12/31/2023 CAPTRUST FINANCIAL ADVISORS 17,882 819 4.8% 491.40 22.51 12/31/2023 Whittier Trust Company 17,548 0 0% 482.22 0.00 12/31/2023 Tower Research Capital LLC (TRC) 17,102 11,678 215.3% 469.96 320.91 12/31/2023 Affinity Investment Advisors, LLC 16,960 -12,100 -41.64% 466.06 -332.51 12/31/2023 Uncommon Cents Investing LLC 16,890 4,425 35.5% 464.14 121.60 12/31/2023 Corient Private Wealth LLC 16,884 138 .82% 463.97 3.79 12/31/2023 NewEdge Wealth, LLC 16,750 -250 -1.47% 460.29 -6.87 12/31/2023 Xponance, Inc. 16,404 12 .07% 450.78 0.33 12/31/2023 Hightower Advisors, LLC 16,354 16,354 100% 449.41 449.41 12/31/2023 Dark Forest Capital Management LP 16,353 -80,307 -83.08% 449.38 -2,206.84 12/31/2023 Allspring Global Investments Holdings, LLC 16,081 -5,951 -27.01% 441.91 -163.53 12/31/2023 New York Life Investment Management LLC 15,563 -457 -2.85% 427.67 -12.56 12/31/2023 Great Lakes Advisors, LLC 15,435 -134 -.86% 424.15 -3.68 12/31/2023 Greenleaf Trust 15,376 -66 -.43% 422.53 -1.81 12/31/2023 LPL Financial LLC 15,163 930 6.53% 416.68 25.56 12/31/2023 Denali Advisors, LLC 14,900 4,400 41.9% 409.45 120.91 12/31/2023 Petrus Trust Company, LTA 14,752 -6,319 -29.99% 405.38 -173.65 12/31/2023 CIM Investment Management, Inc. 14,675 0 0% 403.27 0.00 12/31/2023 Sequoia Financial Group, L.L.C. 14,629 14,629 100% 402.00 402.00 12/31/2023 Sumitomo Mitsui Trust Holdings, Inc. 14,039 -4,700 -25.08% 385.79 -129.16 12/31/2023 Schonfeld Strategic Advisors LLC 13,761 13,761 100% 378.15 378.15 12/31/2023 Inspire Investing, LLC 13,713 830 6.44% 376.83 22.81 12/31/2023 Pathstone Holdings, LLC 13,513 13,513 100% 371.34 371.34 12/31/2023 Pictet Asset Management SA 12,945 0 0% 355.73 0.00 06/30/2023 Pictet Asset Management Holding SA 12,945 0 0% 355.73 0.00 12/31/2023 DekaBank Deutsche Girozentrale 12,645 0 0% 347.48 0.00 12/31/2023 Wealth Enhancement Advisory Services, LLC 12,619 -1,947 -13.37% 346.77 -53.50 12/31/2023 State of Alaska, Department of Revenue 12,415 -1,110 -8.21% 341.16 -30.50 12/31/2023 Salzhauer Michael 12,324 -5,747 -31.8% 338.66 -157.93 12/31/2023 Everhart Financial Group, Inc. 11,874 963 8.83% 326.30 26.46 12/31/2023 Engineers Gate Manager LP 11,512 11,512 100% 316.35 316.35 12/31/2023 Corton Capital Inc. 10,964 10,964 100% 301.29 301.29 12/31/2023 Centiva Capital, LP 10,933 -1,989 -15.39% 300.44 -54.66 12/31/2023 Verition Fund Management LLC 10,918 10,918 100% 300.03 300.03 12/31/2023 ADVISOR PARTNERS II, LLC 10,824 73 .68% 297.44 2.01 09/30/2023 State of Wisconsin Investment Board 10,719 -11,083 -50.83% 294.56 -304.56 12/31/2023 Creative Planning, LLC 10,640 -118 -1.1% 292.39 -3.24 12/31/2023 MAI Capital Management, LLC 10,428 0 0% 286.56 0.00 12/31/2023 Teza Capital Management LLC 10,075 -1,337 -11.72% 276.86 -36.74 12/31/2023 Public Employees Retirement Association of Colorado 9,792 0 0% 269.08 0.00 12/31/2023 Versor Investments LP 9,658 9,658 100% 265.40 265.40 12/31/2023 Securian Asset Management, Inc. 9,466 -104 -1.09% 260.13 -2.86 12/31/2023 State of Wyoming 9,462 9,462 100% 260.02 260.02 12/31/2023 Crossmark Global Holdings, Inc. 9,357 -154 -1.62% 257.13 -4.23 12/31/2023 STRS Ohio 9,100 -7,200 -44.17% 250.07 -197.86 12/31/2023 PRELUDE CAPITAL MANAGEMENT, LLC 8,800 8,800 100% 241.82 241.82 12/31/2023 Vestcor Investment Management Corp 8,502 8,502 100% 233.63 233.63 12/31/2023 SG Americas Securities, LLC 8,230 -14,703 -64.11% 226.16 -404.04 12/31/2023 The Connable Office, Inc. 8,076 -1,287 -13.75% 221.93 -35.37 12/31/2023 FOX RUN MANAGEMENT, L.L.C. 7,981 7,981 100% 219.32 219.32 12/31/2023 BURNEY CO/ 7,641 7,641 100% 209.97 209.97 12/31/2023 Ethic Inc. 7,419 7,419 100% 203.87 203.87 12/31/2023 Neuberger Berman Group LLC 7,376 7,376 100% 202.69 202.69 12/31/2023 METROPOLITAN LIFE INSURANCE CO/NY 6,557 0 0% 180.19 0.00 12/31/2023 PNC Financial Services Group, Inc. 5,979 -440 -6.85% 164.30 -12.09 12/31/2023 AssetMark, Inc. 5,557 1,391 33.39% 152.71 38.22 12/31/2023 Lazard Asset Management LLC 4,621 4,621 100% 126.99 126.99 12/31/2023 Mitsubishi UFJ Trust & Banking Corp 4,315 -123 -2.77% 118.58 -3.38 12/31/2023 Osaic Holdings, Inc. 3,951 -1,386 -25.97% 108.57 -38.09 12/31/2023 US BANCORP \DE\ 3,800 -305 -7.43% 104.42 -8.38 12/31/2023 Steward Financial Group LLC 3,132 3,132 100% 86.07 86.07 09/30/2023 Covestor Ltd 3,027 -457 -13.12% 83.18 -12.56 12/31/2023 SignatureFD, LLC 2,564 -31 -1.19% 70.46 -0.85 12/31/2023 Nomura Asset Management Co., Ltd. 2,430 0 0% 66.78 0.00 12/31/2023 Ronald Blue Trust, Inc. 2,144 229 11.96% 58.92 6.29 12/31/2023 Daiwa Securities Group Inc. 1,800 1,800 100% 49.46 49.46 12/31/2023 Quadrant Capital Group, LLC 1,676 -36 -2.1% 46.06 -0.99 12/31/2023 West Tower Group, LLC 1,618 1,618 100% 44.46 44.46 12/31/2023 MCF Advisors, LLC 1,521 0 0% 41.80 0.00 12/31/2023 Fifth Third Bancorp 1,445 0 0% 39.71 0.00 12/31/2023 KBC Group NV 1,439 0 0% 39.54 0.00 12/31/2023 Founders Capital Management, Inc. 1,300 0 0% 35.72 0.00 12/31/2023 Parallel Advisors, LLC 1,211 -169 -12.25% 33.28 -4.64 12/31/2023 Householder Group Estate & Retirement Specialists, LLC 1,000 0 0% 27.48 0.00 12/31/2023 Allworth Financial, L.P. 920 114 14.14% 25.28 3.13 12/31/2023 Principal Securities, Inc 835 835 100% 22.95 22.95 12/31/2023 The Quarry LP 660 660 100% 18.14 18.14 12/31/2023 BOKF, NA 657 0 0% 18.05 0.00 12/31/2023 CWM, LLC 655 -6 -.91% 18.00 -0.16 12/31/2023 IFP Advisors, Inc 632 0 0% 17.37 0.00 12/31/2023 GAMMA Investing LLC 492 492 100% 13.52 13.52 12/31/2023 Barrow, Hanley, Mewhinney & Strauss, LLC 437 337 337% 12.01 9.26 12/31/2023 Lindbrook Capital, LLC 422 8 1.93% 11.60 0.22 12/31/2023 MASSMUTUAL TRUST CO FSB/ADV 416 80 23.81% 11.43 2.20 12/31/2023 Global Retirement Partners, LLC 412 345 514.93% 11.32 9.48 12/31/2023 BDO Wealth Advisors, LLC 400 0 0% 10.99 0.00 06/30/2023 Bell Investment Advisors Inc 382 0 0% 10.50 0.00 12/31/2023 Private Trust Co Na 332 0 0% 9.12 0.00 12/31/2023 EverSource Wealth Advisors, LLC 321 110 52.13% 8.82 3.02 12/31/2023 Moisand Fitzgerald Tamayo, LLC 280 0 0% 7.69 0.00 12/31/2023 Red Tortoise LLC 255 0 0% 7.01 0.00 12/31/2023 Capital Advisors, Ltd. LLC 201 0 0% 5.52 0.00 12/31/2023 Steward Partners Investment Advisory, LLC 200 0 0% 5.50 0.00 12/31/2023 Huntington National Bank 193 0 0% 5.30 0.00 12/31/2023 Private Wealth Management Group, LLC 190 190 100% 5.22 5.22 12/31/2023 First Horizon Advisors, Inc. 173 -27 -13.5% 4.75 -0.74 12/31/2023 Fortitude Family Office, LLC 168 168 100% 4.62 4.62 12/31/2023 Advisory Services Network, LLC 150 150 100% 4.12 4.12 12/31/2023 Farther Finance Advisors, LLC 141 25 21.55% 3.87 0.69 12/31/2023 Delta Asset Management, LLC 127 0 0% 3.49 0.00 12/31/2023 Central Trust Co 109 109 100% 3.00 3.00 12/31/2023 NewEdge Advisors, LLC 104 104 100% 2.86 2.86 12/31/2023 Bessemer Group Inc 95 0 0% 2.61 0.00 12/31/2023 JFS Wealth Advisors, LLC 63 15 31.25% 1.73 0.41 12/31/2023 RFP Financial Group LLC 57 36 171.43% 1.57 0.99 12/31/2023 Spire Wealth Management, LLC 55 12 27.91% 1.51 0.33 12/31/2023 Arlington Trust Co. LLC 53 53 100% 1.46 1.46 12/31/2023 Umb Bank N A/mo 51 0 0% 1.40 0.00 12/31/2023 Kayne Anderson Rudnick Investment Management, LLC 51 51 100% 1.40 1.40 12/31/2023 Farmers & Merchants Investment, Inc. 50 0 0% 1.37 0.00 12/31/2023 Geneos Wealth Management Inc. 39 39 100% 1.07 1.07 12/31/2023 Johnson Financial Group, Inc. 34 34 100% 0.93 0.93 12/31/2023 Hexagon Capital Partners LLC 30 0 0% 0.82 0.00 12/31/2023 Glassman Wealth Services 26 0 0% 0.71 0.00 12/31/2023 Smartleaf Asset Management LLC 23 23 100% 0.63 0.63 12/31/2023 SJS Investment Consulting Inc. 21 2 10.53% 0.58 0.05 12/31/2023 AdvisorNet Financial, Inc 19 0 0% 0.52 0.00 12/31/2023 IBEX Wealth Advisors LLC 19 -19,622 -99.9% 0.52 -539.21 12/31/2023 DiNuzzo Private Wealth, Inc. 13 13 100% 0.36 0.36 12/31/2023 Baldrige Asset Management LLC 10 10 100% 0.27 0.27 03/31/2023 Northwest Financial Advisors LLC 3 3 100% 0.08 0.08 12/31/2023