| MERCER GLOBAL ADVISORS INC /ADV | 2.09M | $53.2M | — | Held |
| BANK OF AMERICA CORP /DE/ | 1.35M | $34.3M | −$57.2K | Added$19.7M |
| Clearstead Advisors, LLC | 952.4K | $24.2M | — | Held |
| HighTower Advisors, LLC | 745.8K | $19M | — | Held |
| LBMC INVESTMENT ADVISORS, LLC | 419.4K | $10.7M | — | Held |
| WELLS FARGO & COMPANY/MN | 391.3K | $9.95M | — | Held |
| US BANCORP \DE\ | 384.9K | $9.79M | — | Held |
| UBS Group AG | 298.5K | $7.59M | — | Held |
| Kathmere Capital Management, LLC | 279.5K | $7.11M | — | Held |
| RAYMOND JAMES FINANCIAL INC | 238K | $6.05M | — | Held |
| Praetorian Wealth Management, Inc. | 205.5K | $5.23M | — | Held |
| LPL Financial LLC | 194.6K | $4.95M | — | Held |
| Howland Capital Management LLC | 167.5K | $4.26M | — | Held |
| STIFEL FINANCIAL CORP | 163.6K | $4.16M | — | Held |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 153.6K | $3.91M | — | Held |
| Summit Financial, LLC | 153.5K | $3.9M | — | Held |
| CENTRAL TRUST Co | 144.3K | $3.67M | — | Held |
| MORGAN STANLEY | 136.6K | $3.47M | −$8.19K | Added$1.38M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 130.3K | $3.31M | — | Held |
| COLDSTREAM CAPITAL MANAGEMENT INC | 126.5K | $3.22M | — | Held |
| FULTON BREAKEFIELD BROENNIMAN LLC | 130.2K | $3.05M | — | Held |
| Cypress Point Wealth Management, LLC | 119.7K | $3.04M | — | Held |
| Lido Advisors, LLC | 107.1K | $2.73M | — | Held |
| Integrated Wealth Concepts LLC | 104.1K | $2.65M | — | Held |
| WOODMONT INVESTMENT COUNSEL LLC | 101.2K | $2.57M | — | Held |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 101K | $2.57M | — | Held |
| Parkway Wealth Management Group, LLC | 91.9K | $2.34M | — | Held |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 87.6K | $2.23M | — | Held |
| NewEdge Advisors, LLC | 85.7K | $2.18M | — | Held |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 81.4K | $2.07M | — | Held |
| Sound View Wealth Advisors Group, LLC | 74K | $1.88M | — | Held |
| BENJAMIN EDWARDS INC | 73.4K | $1.87M | — | Held |
| ROYAL BANK OF CANADA | 73K | $1.86M | — | Held |
| Ellis Investment Partners, LLC | 70K | $1.78M | — | Held |
| Atlantic Union Bankshares Corp | 67.1K | $1.71M | — | Held |
| Kestra Advisory Services, LLC | 66.7K | $1.7M | — | Held |
| ASSETMARK, INC | 66.3K | $1.69M | — | Held |
| Valmark Advisers, Inc. | 65.7K | $1.67M | — | Held |
| JANE STREET GROUP, LLC | 64.1K | $1.63M | — | Held |
| Granite Harbor Advisors, Inc. | 61K | $1.55M | — | Held |
| Curbstone Financial Management Corp | 60.3K | $1.53M | — | Held |
| FF Advisors,LLC | 56.1K | $1.43M | — | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | 53.1K | $1.35M | — | Held |
| Hills Bank & Trust Co | 52K | $1.32M | — | Held |
| RIA Advisory Group LLC | 51.5K | $1.31M | — | New |
| SENTINEL PENSION ADVISORS, LLC | 50.8K | $1.29M | — | Held |
| PSI Advisors, LLC | 50.8K | $1.29M | — | Held |
| Envision Financial Planning, LLC | 46.2K | $1.17M | — | Held |
| SPINNAKER TRUST | 45.3K | $1.15M | — | Held |
| Capital Investment Advisors, LLC | 44.5K | $1.13M | — | Held |
| Aspen Wealth Management LLC | 43.2K | $1.1M | — | Held |
| GC Wealth Management RIA, LLC | 43K | $1.09M | — | Held |
| Cyndeo Wealth Partners, LLC | 42K | $1.07M | — | Held |
| Rossmore Private Capital | 38.7K | $984.5K | — | Held |
| OSAIC HOLDINGS, INC. | 38.5K | $978.8K | — | Held |
| TRUE Private Wealth Advisors | 36.4K | $926.6K | — | Held |
| JAMES INVESTMENT RESEARCH, INC. | 33.4K | $848.6K | — | Held |
| Roof Eidam Maycock Peralta, LLC | 33.1K | $841.7K | — | Held |
| Brookstone Capital Management | 32.9K | $837.2K | — | Held |
| Mariner, LLC | 32.2K | $819K | — | Held |
| Cetera Investment Advisers | 32K | $814.2K | — | Held |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 31.8K | $808.5K | — | Held |
| Signature Wealth Management Group | 31.8K | $807.6K | — | Held |
| OneDigital Investment Advisors LLC | 31.8K | $807.6K | — | Held |
| Godshalk Welsh Capital Management, Inc. | 31.3K | $796K | — | Held |
| Snowden Capital Advisors LLC | 31K | $788.3K | — | Held |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 30.5K | $775.9K | — | Held |
| Financial Advisory Corp | 30.5K | $774.4K | — | Held |
| Elequin Capital, LP | 30.4K | $773.2K | — | Held |
| Rockefeller Capital Management L.P. | 29.7K | $754.7K | — | Held |
| Beacon Pointe Advisors, LLC | 29K | $737.7K | — | Held |
| CFS Investment Advisory Services, LLC | 28.9K | $735.4K | — | Held |
| PGIM Custom Harvest LLC | 25K | $635K | — | Held |
| IFP Advisors, Inc | 24.9K | $633.2K | −$2.11K | Added$94.3K |
| Parallel Advisors, LLC | 23.2K | $589K | — | Held |
| Newman Dignan & Sheerar, Inc. | 22.3K | $568.2K | — | Held |
| PFG Private Wealth Management, LLC | 20.6K | $524.7K | — | Held |
| Prime Capital Investment Advisors, LLC | 20.5K | $521.2K | — | Held |
| 10Elms LLP | 20.4K | $518.8K | — | Held |
| Creative Planning | 19.7K | $502.1K | — | Held |
| SMITH, MOORE & CO. | 18.5K | $471.4K | — | Held |
| MEMBERS WEALTH LLC | 18.2K | $466.8K | — | Held |
| Crews Bank & Trust | 18.1K | $460.9K | — | Held |
| Paradigm, Strategies in Wealth Management, LLC | 17.5K | $446.2K | — | Held |
| Leo Wealth, LLC | 15.5K | $394.8K | — | Held |
| Klingman & Associates, LLC | 15.2K | $385.8K | — | Held |
| Financial Engines Advisors L.L.C. | 15.1K | $382.9K | — | Held |
| Trust Co | 13.8K | $351.3K | — | Held |
| Archford Capital Strategies, LLC | 12.8K | $325.3K | — | Held |
| Atwater Malick LLC | 12.8K | $325.2K | — | Held |
| GOLDMAN SACHS GROUP INC | 12.7K | $323.9K | — | Held |
| Private Advisor Group, LLC | 12.5K | $318.7K | — | Held |
| Freestone Capital Holdings, LLC | 11.7K | $297.5K | — | Held |
| EP Wealth Advisors, LLC | 10K | $254.8K | — | Held |
| Segment Wealth Management, LLC | 9.72K | $247.2K | — | Held |
| Cornell Pochily Investment Advisors, Inc. | 8.89K | $226.2K | — | Held |
| CARY STREET PARTNERS FINANCIAL LLC | 8.69K | $220.9K | — | Held |
| Daviman Financial, LLC | 8.64K | $219.7K | — | Held |
| Glenview Trust Co | 8.61K | $219K | — | Held |
| Penobscot Investment Management Company, Inc. | 8.3K | $211.1K | — | Held |
| Avantax Planning Partners, Inc. | 7.98K | $202.9K | — | Held |
| MassMutual Private Wealth & Trust, FSB | 6.15K | $156.3K | — | Held |
| Steward Partners Investment Advisory, LLC | 3.05K | $77.5K | — | Held |
| HARBOUR INVESTMENTS, INC. | 2.64K | $67.2K | — | Held |
| Glen Eagle Advisors, LLC | 2.25K | $57.2K | — | Held |
| American Capital Advisory, LLC | 2.22K | $56.4K | — | Held |
| Noble Wealth Management PBC | 2K | $50.9K | −$200 | Cut−$200 |
| BARRETT & COMPANY, INC. | 1.81K | $46K | — | Held |
| JONES FINANCIAL COMPANIES LLLP | 1.6K | $40.6K | — | Held |
| Princeton Global Asset Management LLC | 1.2K | $30.5K | — | Held |
| Addison Advisors LLC | 1K | $25.6K | — | Held |
| Stephens Consulting, LLC | 316 | $8.04K | — | Held |
| Covington Investment Advisors Inc. | 239K | $6.08K | — | Held |
| BlackRock, Inc. | 151 | $3.84K | — | Held |
| Sound Income Strategies, LLC | 44 | $1.13K | — | Held |
| AE Wealth Management LLC | 38 | $966 | — | Held |
| Cambridge Investment Research Advisors, Inc. | 26.8K | $683 | — | Held |
| CWM, LLC | 23.3K | $591 | — | Held |
| PARK AVENUE SECURITIES LLC | 11.5K | $293 | — | Held |