| Fidelity | 1.4M | $128M | — | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.35M | $123.7M | — | Held |
| LPL Financial LLC | 1.2M | $109.8M | — | Held |
| BANK OF AMERICA CORP /DE/ | 846.9K | $77.4M | $1.29M | Added$26.9M |
| Wealthfront Advisers LLC | 688.8K | $63M | — | Held |
| Fisher Asset Management, LLC | 597.5K | $54.6M | — | Held |
| Heck Capital Advisors, LLC | 593.6K | $54.3M | — | Held |
| Lebenthal Global Advisors, LLC | 521.2K | $47.6M | — | Held |
| Wealthspire Retirement, LLC | 438.5K | $40.1M | $995.4K | Cut−$404.7K |
| Kestra Advisory Services, LLC | 420.4K | $38.4M | — | Held |
| MORGAN STANLEY | 389.4K | $35.6M | $757.7K | Added$5.83M |
| LJI Wealth Management, LLC | 368.8K | $33.7M | — | Held |
| TCP Asset Management, LLC | 314.1K | $28.7M | — | Held |
| OSAIC HOLDINGS, INC. | 304K | $27.8M | — | Held |
| Prasad Wealth Partners, LLC | 248.2K | $22.7M | — | Held |
| AMERIPRISE FINANCIAL INC | 244.6K | $22.4M | — | Held |
| Madison Wealth Partners, Inc | 234.4K | $21.4M | — | Held |
| UBS Group AG | 233.6K | $21.4M | — | Held |
| David Kennon Inc | 230.5K | $21.1M | — | Held |
| ROYAL BANK OF CANADA | 217.1K | $19.8M | — | Held |
| Steward Partners Investment Advisory, LLC | 195.3K | $17.9M | — | Held |
| HOLLENCREST CAPITAL MANAGEMENT | 172.2K | $15.7M | — | Held |
| HighTower Advisors, LLC | 164.3K | $15M | — | Held |
| SMITH CHAS P & ASSOCIATES PA CPAS | 150.9K | $13.8M | — | Held |
| TWO SIGMA INVESTMENTS, LP | 140.7K | $12.9M | — | Held |
| Commonwealth Financial Services, LLC | 136.4K | $12.5M | — | Held |
| Cetera Investment Advisers | 131.9K | $12.1M | — | Held |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 119.3K | $10.9M | — | Held |
| RAYMOND JAMES FINANCIAL INC | 119.2K | $10.9M | — | Held |
| Focus Partners Wealth | 119K | $10.9M | — | Held |
| JONES FINANCIAL COMPANIES LLLP | 115.7K | $10.6M | — | Held |
| jvl associates llc | 114K | $10.4M | — | Held |
| Silicon Valley Capital Partners | 111.3K | $10.2M | — | Held |
| Aptus Capital Advisors, LLC | 105.9K | $9.68M | — | Held |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 103.9K | $9.5M | — | Held |
| STIFEL FINANCIAL CORP | 102.2K | $9.34M | — | Held |
| Mariner, LLC | 96K | $8.78M | — | Held |
| WELLS FARGO & COMPANY/MN | 95.4K | $8.72M | — | Held |
| JPMORGAN CHASE & CO | 94.3K | $8.62M | — | Held |
| Mirae Asset Global Investments Co., Ltd. | 92.7K | $8.47M | — | Held |
| Harvest Investment Advisors, LLC | 82.2K | $7.51M | — | Held |
| AE Wealth Management LLC | 82K | $7.5M | — | Held |
| Portfolio Strategies, Inc. | 78K | $7.13M | — | Held |
| ARKANSAS FINANCIAL GROUP, INC. | 75.4K | $6.89M | $115.6K | Added$2.35M |
| Sigma Planning Corp | 69.6K | $6.36M | — | Held |
| Spire Wealth Management | 69.1K | $6.32M | — | Held |
| Sunbelt Securities, Inc. | 68K | $6.22M | — | Held |
| Keenan, LLC | 66.5K | $6.08M | — | Held |
| Hubbell Strickland Wealth Management, LLC | 59.1K | $5.4M | — | Held |
| Lineweaver Wealth Advisors, LLC | 58.7K | $5.36M | — | Held |
| Creative Planning | 57.7K | $5.28M | — | Held |
| AssuredPartners Investment Advisors, LLC | 57.7K | $5.27M | — | Held |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 57.1K | $5.22M | — | Held |
| Cornerstone Wealth Management, LLC | 57K | $5.21M | — | Held |
| Snowden Capital Advisors LLC | 55K | $5.02M | — | Held |
| Prime Capital Investment Advisors, LLC | 53.4K | $4.88M | — | Held |
| Pacific Capital Wealth Advisors, Inc. | 53.4K | $4.88M | — | Held |
| B&D White Capital Company, LLC | 53.3K | $4.87M | — | Held |
| Moors & Cabot, Inc. | 48.6K | $4.45M | — | Held |
| Cedar Point Capital Partners, LLC | 48.5K | $4.43M | — | Held |
| Equitable Holdings, Inc. | 45.5K | $4.16M | — | Held |
| Pinnacle Family Advisors, LLC | 45.4K | $4.15M | — | Held |
| MERCER GLOBAL ADVISORS INC /ADV | 44K | $4.02M | — | Held |
| MONEY CONCEPTS CAPITAL CORP | 43.3K | $3.96M | — | Held |
| Strategic Blueprint, LLC | 43.3K | $3.96M | — | Held |
| Bawa N Mallick Trust | 43K | $3.93M | $97.6K | Added$97.6K |
| Indivisible Partners | 41.9K | $3.83M | — | Held |
| Gateway Wealth Partners, LLC | 41.7K | $3.81M | — | Held |
| EQ LLC | 41.6K | $3.8M | — | Held |
| AXXCESS WEALTH MANAGEMENT, LLC | 40.8K | $3.73M | — | Held |
| Focused Wealth Management, Inc | 40.4K | $3.7M | — | Held |
| MML INVESTORS SERVICES, LLC | 39.7K | $3.63M | — | Held |
| Capital Investment Advisory Services, LLC | 39.3K | $3.59M | — | Held |
| Roxbury Financial LLC | 39.3K | $3.59M | — | Held |
| Blue Zone Wealth Advisors, LLC | 37.3K | $3.41M | — | Held |
| Baird Financial Group, Inc. | 37K | $3.39M | — | Held |
| Texas Yale Capital Corp. | 37K | $3.38M | — | Held |
| Smartleaf Asset Management LLC | 35.9K | $3.31M | — | Held |
| PRINCIPAL SECURITIES, INC. | 35.8K | $3.27M | — | Held |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 35.4K | $3.23M | — | Held |
| ENVESTNET ASSET MANAGEMENT INC | 34.6K | $3.16M | — | Held |
| HWG Holdings LP | 34.3K | $3.13M | — | Held |
| Advisory Services Network, LLC | 33.3K | $3.05M | — | Held |
| Summit Financial, LLC | 32.7K | $2.99M | — | Held |
| Lido Advisors, LLC | 33.2K | $2.96M | — | Held |
| Trevian Wealth Management LLC | 30K | $2.74M | — | Held |
| NewEdge Advisors, LLC | 29.8K | $2.72M | — | Held |
| CRA Financial Services, LLC | 28.4K | $2.6M | — | Held |
| Variant Private Wealth, LLC | 28.4K | $2.59M | — | Held |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 27.6K | $2.52M | — | Held |
| KM Capital Management Ltd. | 27.6K | $2.52M | — | Held |
| IFP Advisors, Inc | 27.4K | $2.5M | $31.5K | Added$1.26M |
| U.S. Capital Wealth Advisors, LLC | 27.3K | $2.49M | — | Held |
| MONETA GROUP INVESTMENT ADVISORS LLC | 27.2K | $2.48M | — | Held |
| JANE STREET GROUP, LLC | 25.3K | $2.31M | — | Held |
| PKS Advisory Services, LLC | 24.4K | $2.23M | — | Held |
| Beckerman Institutional, LLC | 23.8K | $2.18M | — | Held |
| Destiny Wealth Partners, LLC | 22.9K | $2.12M | — | Held |
| Patriot Financial Group Insurance Agency, LLC | 23.1K | $2.12M | — | Held |
| BROWN ADVISORY INC | 23K | $2.1M | — | Held |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 22.9K | $2.1M | — | Held |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 22.6K | $2.09M | — | Held |
| MISSION WEALTH MANAGEMENT, LP | 22.6K | $2.07M | — | Held |
| CVFG LLC | 22.6K | $2.07M | — | Held |
| Wealth Management Associates, Inc. | 22.5K | $2.05M | — | Held |
| Orion Porfolio Solutions, LLC | 21.7K | $1.99M | — | Held |
| DEFINED WEALTH MANAGEMENT, LLC | 21.3K | $1.95M | — | Held |
| Cerity Partners LLC | 21.3K | $1.94M | — | Held |
| Private Advisor Group, LLC | 19.7K | $1.8M | — | Held |
| Hills Bank & Trust Co | 19.1K | $1.74M | — | Held |
| Icahn Capital | 18.9K | $1.72M | — | Held |
| Higgins & Schmidt Wealth Strategies LLC | 18.7K | $1.71M | — | Held |
| CIBC Private Wealth Group LLC | 18.7K | $1.71M | — | Held |
| Quantinno Capital Management LP | 18.1K | $1.66M | — | Held |
| NEUBERGER BERMAN GROUP LLC | 17.3K | $1.59M | — | Held |
| ISLAY CAPITAL MANAGEMENT, LLC | 16.7K | $1.53M | — | Held |
| Corient Private Wealth LLC | 16.4K | $1.5M | — | Held |
| Hilltop National Bank | 16.4K | $1.5M | — | Held |
| SENTINEL WEALTH MANAGEMENT, INC. | 16.2K | $1.48M | $183.5K | Added$183.5K |
| Stratos Wealth Partners, LTD. | 16.2K | $1.48M | — | Held |
| RiverTree Advisors, LLC | 16.1K | $1.48M | — | Held |
| Beacon Pointe Advisors, LLC | 15.8K | $1.44M | — | Held |
| Financial Partners Group, Inc | 15.2K | $1.4M | — | Held |
| Dentgroup LLC | 15.2K | $1.39M | — | Held |
| J.W. COLE ADVISORS, INC. | 20.8K | $1.38M | — | Held |
| Ciovacco Capital Management LLC | 14.8K | $1.35M | — | Held |
| KFA Private Wealth Group, LLC | 14.5K | $1.33M | — | Held |
| Flavin Financial Services, Inc. | 13.8K | $1.26M | $31.3K | Cut−$106.4K |
| Parallel Advisors, LLC | 13.8K | $1.26M | — | Held |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 13.8K | $1.26M | — | Held |
| Ullmann Wealth Partners Group, LLC | 12.9K | $1.21M | — | Held |
| Carroll Advisory Group, LLC | 12.7K | $1.16M | — | Held |
| PNC Financial Services Group, Inc. | 12.7K | $1.16M | — | Held |
| WCG Wealth Advisors LLC | 12.6K | $1.15M | — | Held |
| Hershey Financial Advisers, LLC | 12.4K | $1.14M | — | Held |
| Avondale Wealth Management | 12.4K | $1.13M | — | Held |
| Goodwin Investment Advisory | 12.2K | $1.12M | — | Held |
| Arax Advisory Partners | 11.7K | $1.11M | — | Held |
| Sowell Financial Services LLC | 12K | $1.1M | — | Held |
| EP Wealth Advisors, LLC | 11.9K | $1.09M | — | Held |
| Tradition Wealth Management, LLC | 11.4K | $1.04M | — | Held |
| Canvas Wealth Advisors, LLC | 11K | $1M | — | Held |
| Arkadios Wealth Advisors | 10.9K | $1M | — | Held |
| SteelPeak Wealth, LLC | 10.8K | $991.4K | — | Held |
| Tradewinds Capital Management, LLC | 10.8K | $990.9K | — | Held |
| Regal Investment Advisors LLC | 10.7K | $977.5K | — | Held |
| PACIFIC SUN FINANCIAL CORP | 10.5K | $958.8K | — | Held |
| Sterling Investment Counsel, LLC | 10.5K | $956.3K | — | Held |
| Grandview Asset Management LLC | 10.4K | $953.8K | — | Held |
| MATHER GROUP, LLC. | 10.3K | $941.7K | — | Held |
| Sanctuary Advisors, LLC | 10.3K | $940.4K | $23.4K | Added$24.5K |
| TRUE Private Wealth Advisors | 10.3K | $936.9K | — | Held |
| PARAGON CAPITAL MANAGEMENT INC | 10.2K | $928.3K | — | Held |
| Third View Private Wealth, LLC | 10K | $914K | — | Held |
| Vontobel Holding Ltd. | 9.98K | $912.2K | — | Held |
| KCM INVESTMENT ADVISORS LLC | 9.97K | $911K | — | Held |
| Brookstone Capital Management | 9.88K | $902.8K | — | Held |
| Shared Vision Wealth Group LLC | 9.68K | $898.5K | — | Held |
| Prospera Financial Services Inc | 9.8K | $896K | — | Held |
| Institute for Wealth Management, LLC. | 9.25K | $845.2K | — | Held |
| Wealth Alliance Advisory Group, LLC | 9.23K | $843.6K | — | Held |
| Sovran Advisors, LLC | 8.98K | $831.4K | — | Held |
| Global Retirement Partners, LLC | 9.07K | $829.2K | — | Held |
| N.E.W. Advisory Services LLC | 9.07K | $828.8K | — | Held |
| DAYMARK WEALTH PARTNERS, LLC | 8.58K | $784.2K | — | Held |
| Avior Wealth Management, LLC | 8.53K | $779.9K | — | Held |
| HUB Investment Partners, LLC | 8.51K | $777.8K | — | Held |
| &PARTNERS | 8.36K | $763.8K | — | Held |
| Simplicity Wealth,LLC | 8.15K | $745K | — | Held |
| Greenhouse Wealth Management, LLC | 8.13K | $743.1K | — | Held |
| Modera Wealth Management, LLC | 7.97K | $728.5K | — | Held |
| Leo Wealth, LLC | 7.95K | $726.6K | — | Held |
| Beaumont Financial Advisors, LLC | 7.72K | $705.9K | — | Held |
| Baker Avenue Asset Management, LP | 7.67K | $701.3K | — | Held |
| MAI Capital Management | 7.64K | $698.6K | — | Held |
| Serenus Wealth Advisors, LLC | 7.53K | $688.5K | — | Held |
| CAPTRUST FINANCIAL ADVISORS | 7.51K | $686.3K | — | Held |
| Zhang Financial LLC | 7.24K | $661.8K | — | Held |
| Calamos Wealth Management LLC | 7.16K | $654.4K | — | Held |
| NORTHERN TRUST CORP | 6.94K | $634.5K | — | Held |
| Facet Wealth, Inc. | 6.75K | $633.2K | — | Held |
| Mutual Advisors, LLC | 6.88K | $629.1K | — | Held |
| VERUS CAPITAL PARTNERS, LLC | 6.64K | $607.1K | — | Held |
| American Trust | 6.56K | $599.6K | — | Held |
| Oasis Advisors, LLC | 6.52K | $596K | — | Held |
| Legacy Advisory Services, LLC | 6.41K | $585.8K | — | Held |
| Gladstone Institutional Advisory LLC | 6.2K | $566.8K | — | Held |
| Yanni & Associates Investment Advisors, LLC | 6.19K | $565.8K | — | Held |
| Cresset Asset Management, LLC | 6.1K | $557.2K | $13.8K | Added$14.5K |
| Wisconsin Wealth Advisors, LLC | 5.86K | $535.7K | — | Held |
| Jackson Hole Capital Partners, LLC | 5.78K | $528.1K | — | Held |
| CALTON & ASSOCIATES, INC. | 5.75K | $525.4K | — | Held |
| BLAIR WILLIAM & CO/IL | 5.75K | $525.4K | — | Held |
| Savant Capital, LLC | 5.74K | $524.7K | $13K | Added$13.2K |
| CATALYST FINANCIAL PARTNERS LLC | 5.65K | $516.1K | — | Held |
| Rachor Investment Advisory Services, LLC | 5.6K | $511.8K | — | Held |
| Kovack Advisors, Inc. | 5.59K | $510.7K | — | Held |
| Vanguard Personalized Indexing Management, LLC | 5.53K | $505.4K | — | Held |
| Delta Investment Management, LLC | 5.5K | $502.7K | — | Held |
| Samalin Investment Counsel, LLC | 5.49K | $501.7K | — | Held |
| Ameritas Advisory Services, LLC | 5.49K | $501.5K | — | Held |
| Landmark Wealth Management, LLC | 5.44K | $497.5K | — | Held |
| JB Capital LLC | 5.4K | $493.5K | — | Held |
| Certified Advisory Corp | 5.34K | $488.1K | — | Held |
| SMITH, MOORE & CO. | 5.33K | $487.2K | — | Held |
| Renaissance Technologies | 5.3K | $484.4K | — | Held |
| Cambria Investment Management, L.P. | 5.22K | $477.3K | — | New |
| Dana Investment Advisors, Inc. | 5.2K | $475.3K | — | Held |
| Fiduciary Trust Co | 5.17K | $472.5K | — | Held |
| HARBOUR INVESTMENTS, INC. | 5.16K | $471.5K | — | Held |
| HighPoint Advisor Group LLC | 5.07K | $463K | — | Held |
| Rockefeller Capital Management L.P. | 5.06K | $462.2K | — | Held |
| CHRISTINE MESSMER PC | 5.01K | $457.9K | — | Held |
| Retirement Management Systems Inc. | 5K | $457K | — | Held |
| SOA Wealth Advisors, LLC. | 5K | $456.9K | — | Held |
| Charter Oak Capital Management, LLC | 4.97K | $454.4K | — | Held |
| Aufman Associates Inc | 4.97K | $454.2K | — | Held |
| BURNEY CO/ | 4.82K | $440.5K | — | Held |
| World Investment Advisors | 4.75K | $433.8K | — | Held |
| Ironwood Financial, llc | 4.6K | $429.5K | — | Held |
| FWL INVESTMENT MANAGEMENT, LLC | 4.65K | $424.6K | — | Held |
| Accredited Investors Inc. | 4.42K | $404K | — | Held |
| Farther Finance Advisors, LLC | 4.42K | $403.6K | — | Held |
| Empower Advisory Group, LLC | 4.38K | $400.8K | — | Held |
| Mason & Associates Inc | 4.35K | $397.4K | — | Held |
| SEAMOUNT FINANCIAL GROUP INC | 4.33K | $395.9K | — | Held |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4.26K | $389.2K | — | Held |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4.25K | $388.1K | — | Held |
| PFG Investments, LLC | 4.23K | $386.6K | — | Held |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 4.16K | $380.1K | — | Held |
| Pinnacle Financial Partners, Inc. | 4.12K | $376.7K | — | Held |
| INTEGRITY ALLIANCE, LLC. | 4.1K | $374.9K | — | Held |
| MAYPORT, LLC | 4.1K | $374.7K | — | Held |
| TBH Global Asset Management, LLC | 4.07K | $371.7K | — | Held |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 4.05K | $370.2K | — | Held |
| TIAA TRUST, NATIONAL ASSOCIATION | 4.04K | $368.9K | — | Held |
| First Bank & Trust | 4K | $365.8K | — | Held |
| Wealthstar Advisors, LLC | 3.99K | $364.3K | — | Held |
| ALBION FINANCIAL GROUP /UT | 3.98K | $364K | — | Held |
| Ameritas Investment Partners, Inc. | 3.97K | $362.5K | — | Held |
| BAILARD, INC. | 3.92K | $358.7K | — | Held |
| DAVENPORT & Co LLC | 3.85K | $351.7K | — | Held |
| Pathstone Holdings, LLC | 3.8K | $347K | — | Held |
| Bath Savings Trust Co | 3.74K | $341.5K | — | Held |
| Root Financial Partners, LLC | 3.67K | $335.7K | — | Held |
| Latitude Advisors, LLC | 3.67K | $335.5K | — | Held |
| Cornerstone Wealth Group, LLC | 3.64K | $332.7K | — | Held |
| CPR Investments Inc. | 3.63K | $331.9K | — | Held |
| Key Financial Inc | 3.59K | $328.4K | — | Held |
| Davidson Kahn Capital Management, LLC | 3.58K | $326.7K | — | Held |