| GLOBALT Investments LLC / GA | 2.26M | $55.6M | — | Held |
| Federation des caisses Desjardins du Quebec | 1.33M | $32.6M | — | Held |
| Atlantic Union Bankshares Corp | 1.32M | $32.5M | — | Held |
| Krilogy Financial LLC | 1.14M | $28.1M | — | Held |
| MORGAN STANLEY | 923.1K | $22.7M | −$82.1K | Added$1.38M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 637.2K | $15.6M | — | Held |
| CHATHAM CAPITAL GROUP, INC. | 515.3K | $12.7M | — | Held |
| ENVESTNET ASSET MANAGEMENT INC | 413.7K | $10.2M | — | Held |
| Cetera Investment Advisers | 395.9K | $9.72M | — | Held |
| WELLS FARGO & COMPANY/MN | 307.3K | $7.55M | — | Held |
| Headland Capital, LLC | 303.9K | $7.46M | — | Held |
| HighTower Advisors, LLC | 249.3K | $6.12M | — | Held |
| UBS Group AG | 170.5K | $4.19M | — | Held |
| Probity Advisors, Inc. | 142.2K | $3.49M | — | Held |
| Accretive Wealth Partners, LLC | 139K | $3.41M | — | Held |
| TRUIST FINANCIAL CORP | 134.4K | $3.3M | — | Held |
| AMERIPRISE FINANCIAL INC | 133.8K | $3.29M | — | Held |
| ROYAL BANK OF CANADA | 127.2K | $3.12M | — | Held |
| MERCER GLOBAL ADVISORS INC /ADV | 124.4K | $3.05M | — | Held |
| STIFEL FINANCIAL CORP | 107.8K | $2.65M | — | Held |
| PFG Advisors | 104.5K | $2.57M | — | Held |
| RAYMOND JAMES FINANCIAL INC | 91.2K | $2.24M | — | Held |
| FAGAN ASSOCIATES, INC. | 87.9K | $2.16M | — | Held |
| Snowden Capital Advisors LLC | 82.8K | $2.03M | — | Held |
| BANK OF AMERICA CORP /DE/ | 81.7K | $2.01M | −$6.32K | Added$367.3K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 80.1K | $1.97M | — | Held |
| Pinnacle Financial Partners, Inc. | 63.6K | $1.56M | — | Held |
| Keeler Thomas Management LLC | 55.6K | $1.37M | — | Held |
| NovaPoint Capital, LLC | 48.8K | $1.28M | — | Held |
| Lido Advisors, LLC | 50.2K | $1.23M | — | Held |
| L2 Asset Management, LLC | 49.6K | $1.22M | — | Held |
| JANE STREET GROUP, LLC | 49.5K | $1.21M | — | Held |
| LPL Financial LLC | 44.2K | $1.09M | — | Held |
| Mechanics Bank Trust Department | 33K | $810.3K | — | Held |
| Reliant Wealth Planning | 30.6K | $752.4K | — | Held |
| BENJAMIN EDWARDS INC | 29K | $711.3K | — | Held |
| Citadel | 28.9K | $708.4K | — | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | 25.7K | $630.9K | — | Held |
| CAPTRUST FINANCIAL ADVISORS | 23.6K | $579.5K | — | Held |
| Financial Engines Advisors L.L.C. | 22.4K | $549K | — | Held |
| Greater Midwest Financial Group, LLC | 21K | $515.9K | — | Held |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 20.3K | $498.4K | — | Held |
| Visionary Wealth Advisors | 19.3K | $474.7K | — | Held |
| Icahn Capital | 18.9K | $464K | — | Held |
| Simplicity Wealth,LLC | 17.4K | $427.5K | — | Held |
| JPL Wealth Management, LLC | 17.3K | $426K | — | Held |
| Kestra Advisory Services, LLC | 16.1K | $396.4K | — | Held |
| Jacobi Capital Management LLC | 16K | $393.2K | — | Held |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13.2K | $324.7K | — | Held |
| Jaffetilchin Investment Partners, LLC | 11.3K | $278.5K | — | Held |
| Private Advisor Group, LLC | 8.92K | $219K | — | Held |
| Walleye Partners, LLC | 8.64K | $212.3K | — | Held |
| JAMES INVESTMENT RESEARCH, INC. | 8.53K | $209.3K | — | Held |
| SIGNATUREFD, LLC | 8.35K | $205K | — | Held |
| NATIONAL BANK OF CANADA /FI/ | 8.03K | $196.9K | — | Held |
| OSAIC HOLDINGS, INC. | 6.31K | $154.9K | — | Held |
| IFP Advisors, Inc | 5.01K | $123K | −$369 | Added$27.2K |
| Physician Wealth Advisors, Inc. | 4.17K | $102.5K | — | Held |
| Atlantic Private Wealth, LLC | 4.01K | $98.5K | — | Held |
| CNB Bank | 3.23K | $79.2K | — | Held |
| Clayton Financial Group LLC | 2.72K | $66.9K | — | Held |
| COMERICA BANK | 2.07K | $50.9K | — | Held |
| Noble Wealth Management PBC | 2K | $49.1K | −$190 | Cut−$190 |
| Asset Dedication, LLC | 1.79K | $44K | — | Held |
| CENTRAL TRUST Co | 1.7K | $41.7K | — | Held |
| Cherry Tree Wealth Management, LLC | 1.61K | $39.5K | — | Held |
| Blue Trust, Inc. | 1.55K | $38.2K | — | Held |
| Rockefeller Capital Management L.P. | 1.36K | $33.4K | — | Held |
| Hyposwiss Advisors SA | 1.12K | $27.5K | — | Held |
| FLAGSHIP HARBOR ADVISORS, LLC | 837 | $20.6K | — | New |
| AE Wealth Management LLC | 670 | $16.5K | — | Held |
| CoreCap Advisors, LLC | 488 | $12K | — | Held |
| BANK OF MONTREAL /CAN/ | 463 | $11.4K | — | Held |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 70.3K | $1.73K | — | Held |
| CWM, LLC | 34.8K | $856 | — | Held |
| Cambridge Investment Research Advisors, Inc. | 14K | $345 | — | Held |
| NewEdge Advisors, LLC | 6 | $152 | — | Held |
| HAZLETT, BURT & WATSON, INC. | 161 | $4 | — | Held |