| Capital Investment Advisors, LLC | 2.93M | $76.6M | — | Held |
| MORGAN STANLEY | 1.99M | $52.1M | −$136.1K | Added$12.4M |
| Summit Financial, LLC | 1.95M | $51M | — | Held |
| First Interstate Bank | 1.9M | $49.7M | — | Held |
| BANK OF AMERICA CORP /DE/ | 1.79M | $46.7M | −$136K | Added$7.11M |
| SIGMA INVESTMENT COUNSELORS INC | 1.29M | $33.6M | — | Held |
| SUMMITRY LLC | 1.02M | $26.7M | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 817.3K | $21.4M | −$72.6K | Added$213.5K |
| Envision Financial Planning, LLC | 788.8K | $20.6M | — | Held |
| US BANCORP \DE\ | 766.8K | $20M | — | Held |
| WELLS FARGO & COMPANY/MN | 736.8K | $19.3M | — | Held |
| AMERIPRISE FINANCIAL INC | 593.7K | $15.5M | — | Held |
| Arrow Financial Corp | 555.9K | $14.5M | — | Held |
| HighTower Advisors, LLC | 539.2K | $14.1M | — | Held |
| Rockefeller Capital Management L.P. | 501.7K | $13.1M | — | Held |
| UBS Group AG | 499.4K | $13.1M | — | Held |
| RAYMOND JAMES FINANCIAL INC | 483.1K | $12.6M | — | Held |
| MB, LEVIS & ASSOCIATES, LLC | 482.3K | $12.6M | — | Held |
| PFG Private Wealth Management, LLC | 463.1K | $12.1M | — | Held |
| INSTRUMENTAL WEALTH, LLC | 414K | $10.9M | — | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | 388.8K | $10.2M | — | Held |
| Mariner, LLC | 288.3K | $7.54M | — | Held |
| Kestra Advisory Services, LLC | 270.6K | $7.07M | — | Held |
| Guidance Point Advisors, LLC | 265K | $6.93M | — | Held |
| ROYAL BANK OF CANADA | 246.6K | $6.45M | — | Held |
| Lido Advisors, LLC | 228.4K | $5.97M | — | Held |
| Parallel Advisors, LLC | 210.8K | $5.51M | — | Held |
| HANCOCK WHITNEY CORP | 205.9K | $5.38M | — | Held |
| Krilogy Financial LLC | 202.1K | $5.29M | — | Held |
| 4Thought Financial Group Inc. | 175.3K | $4.58M | — | Held |
| LYELL WEALTH MANAGEMENT, LP | 173.6K | $4.54M | — | Held |
| BENJAMIN EDWARDS INC | 171.1K | $4.47M | — | Held |
| Atlantic Union Bankshares Corp | 160.3K | $4.19M | — | Held |
| JAMES INVESTMENT RESEARCH, INC. | 141.3K | $3.69M | — | Held |
| Probity Advisors, Inc. | 140K | $3.66M | — | Held |
| Evergreen Private Wealth LLC | 133.4K | $3.49M | — | Held |
| PRECEDENT WEALTH PARTNERS, LLC | 122K | $3.19M | — | Held |
| Signature Wealth Management Group | 104.9K | $2.74M | — | Held |
| OneDigital Investment Advisors LLC | 104.9K | $2.74M | — | Held |
| LPL Financial LLC | 103.9K | $2.72M | — | Held |
| Seneca House Advisors | 98.8K | $2.58M | — | Held |
| Marathon Mission, Inc. | 98.4K | $2.57M | — | Held |
| Stonebrook Private Inc. | 89.1K | $2.33M | — | Held |
| MERCER GLOBAL ADVISORS INC /ADV | 88.5K | $2.31M | — | Held |
| McGlone Suttner Wealth Management, Inc. | 86.9K | $2.27M | — | Held |
| Archford Capital Strategies, LLC | 78.6K | $2.06M | — | Held |
| MCF Advisors LLC | 76.7K | $2M | — | Held |
| ENVESTNET ASSET MANAGEMENT INC | 72.5K | $1.89M | — | Held |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 67.5K | $1.77M | — | Held |
| J.W. COLE ADVISORS, INC. | 59.7K | $1.56M | — | Held |
| ADIRONDACK TRUST CO | 59.8K | $1.56M | — | Held |
| Wilkins Miller Wealth Management, LLC | 58.2K | $1.52M | — | Held |
| Associated Banc-Corp | 57.1K | $1.49M | — | Held |
| MEITAV INVESTMENT HOUSE LTD | 53.8K | $1.4M | — | Held |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 52.8K | $1.38M | — | Held |
| COLDSTREAM CAPITAL MANAGEMENT INC | 50.8K | $1.33M | — | Held |
| FULTON BREAKEFIELD BROENNIMAN LLC | 50.6K | $1.32M | — | Held |
| Cetera Investment Advisers | 49.6K | $1.3M | — | Held |
| Segment Wealth Management, LLC | 48K | $1.26M | — | Held |
| Paradigm, Strategies in Wealth Management, LLC | 44.3K | $1.16M | — | Held |
| CAPTRUST FINANCIAL ADVISORS | 42.9K | $1.12M | — | Held |
| LITTLE HOUSE CAPITAL LLC | 41.3K | $1.08M | — | Held |
| Keeler Thomas Management LLC | 41.2K | $1.08M | — | Held |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 38.1K | $996K | — | Held |
| Reliant Wealth Planning | 37K | $967.4K | — | Held |
| Gilbert & Cook, Inc. | 36.6K | $957.8K | — | Held |
| COWA, LLC | 33.6K | $829K | — | Held |
| Addison Advisors LLC | 31K | $809.2K | — | Held |
| Beacon Pointe Advisors, LLC | 30.3K | $791.9K | — | Held |
| CFO CAPITAL MANAGEMENT LLC | 29K | $757.8K | — | Held |
| IFP Advisors, Inc | 28.6K | $747.3K | −$2.15K | Added$121.1K |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 28.3K | $739K | — | Held |
| Walleye Partners, LLC | 28K | $731.1K | — | Held |
| Stokes Family Office, LLC | 27.3K | $712.3K | — | Held |
| Montecito Bank & Trust | 25.6K | $669.1K | — | Held |
| Jacobi Capital Management LLC | 24.9K | $651K | — | Held |
| Clearstead Advisors, LLC | 24.4K | $638.5K | — | Held |
| Sterling Investment Advisors, Ltd. | 22.8K | $595.1K | — | Held |
| Forvis Mazars Wealth Advisors, LLC | 22.7K | $593K | — | Held |
| NESTEGG ADVISORS, INC. | 22.1K | $578.1K | — | Held |
| LBMC INVESTMENT ADVISORS, LLC | 21.4K | $558.6K | — | Held |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 19.8K | $517.4K | — | Held |
| CVA Family Office, LLC | 19.7K | $514K | — | Held |
| BARCLAYS PLC | 19K | $497.2K | −$1.71K | Cut−$1.71K |
| Glenview Trust Co | 18.1K | $473.2K | — | Held |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 17.8K | $464.9K | — | Held |
| StoneX Group Inc. | 17.8K | $464.8K | — | Held |
| First National Trust Co | 17.1K | $446.5K | — | Held |
| Gryphon Financial Partners LLC | 17K | $444.7K | — | Held |
| Valmark Advisers, Inc. | 16.9K | $441.9K | — | Held |
| Advisory Services Network, LLC | 16.6K | $434.8K | — | Held |
| Gradient Capital Advisors, LLC | 16.3K | $426.9K | — | Held |
| Frisch Financial Group, Inc. | 16.3K | $425.8K | — | Held |
| Farnam Financial LLC | 15.8K | $413.3K | — | Held |
| OSAIC HOLDINGS, INC. | 15.6K | $406.8K | — | Held |
| Venture Visionary Partners LLC | 14.4K | $377.2K | — | Held |
| Stratos Wealth Partners, LTD. | 13.6K | $356K | — | Held |
| Private Advisor Group, LLC | 12.9K | $338.2K | — | Held |
| Howland Capital Management LLC | 12.7K | $332.2K | — | Held |
| Rossmore Private Capital | 11.9K | $310K | — | Held |
| XML Financial, LLC | 11.8K | $307.6K | — | Held |
| Cherry Tree Wealth Management, LLC | 11.6K | $303.6K | — | Held |
| Accretive Wealth Partners, LLC | 11.4K | $297.7K | — | Held |
| GREAT VALLEY ADVISOR GROUP, INC. | 11.2K | $291.7K | — | Held |
| Sarver Vrooman Wealth Advisors | 10K | $262.2K | — | Held |
| MGO ONE SEVEN LLC | 9.72K | $254.2K | — | Held |
| Mutual Advisors, LLC | 9.69K | $253.2K | — | Held |
| TRUIST FINANCIAL CORP | 8.44K | $220.6K | — | Held |
| Ironwood Financial, llc | 8.24K | $215.6K | — | Held |
| Koesten, Hirschmann & Crabtree, INC. | 8.14K | $212.8K | — | Held |
| Apollon Wealth Management, LLC | 8.07K | $211K | — | Held |
| Hendershot Investments Inc. | 7.95K | $207.9K | — | Held |
| DEARBORN PARTNERS LLC | 7.88K | $206.1K | — | Held |
| Sound View Wealth Advisors Group, LLC | 7.69K | $201K | — | Held |
| Banque Cantonale Vaudoise | 7.63K | $200K | — | Held |
| COMERICA BANK | 7.36K | $192.5K | — | Held |
| JONES FINANCIAL COMPANIES LLLP | 7.36K | $192.4K | — | Held |
| 10Elms LLP | 5.9K | $154.2K | — | Held |
| CENTRAL TRUST Co | 5.67K | $148.3K | — | Held |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5.05K | $132K | — | Held |
| Jupiter Wealth Management LLC | 4.6K | $120.9K | — | Held |
| Sound Income Strategies, LLC | 4.59K | $120.1K | — | Held |
| Hyposwiss Advisors SA | 3.19K | $83.4K | — | Held |
| CNB Bank | 3.04K | $79.5K | — | Held |
| MidFirst Bank | 2.15K | $56.2K | — | Held |
| Trust Co | 1.93K | $50.4K | — | Held |
| Fidelity | 1.29K | $33.8K | — | Held |
| BARRETT & COMPANY, INC. | 1K | $26.1K | — | Held |
| Knights of Columbus Asset Advisors LLC | 839 | $21.9K | — | Held |
| Bogart Wealth, LLC | 572 | $15K | — | Held |
| Key Financial Inc | 564 | $14.7K | — | Held |
| Princeton Global Asset Management LLC | 427 | $11.2K | — | Held |
| Bank of New Hampshire | 400 | $10.5K | — | Held |
| Janney Montgomery Scott LLC | 359.1K | $9.39K | — | Held |
| CIBC Private Wealth Group LLC | 315 | $8.23K | — | Held |
| CWM, LLC | 137.8K | $3.6K | — | Held |
| FLOW TRADERS U.S. LLC | 67.3K | $1.76K | — | Held |
| BlackRock, Inc. | 50 | $1.31K | — | Held |
| Cambridge Investment Research Advisors, Inc. | 9.02K | $236 | — | Held |
| Roble, Belko & Company, Inc | 4.79K | $125 | — | Held |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | $26 | — | Held |
| HAZLETT, BURT & WATSON, INC. | 152 | $4 | — | Held |