| BANK OF AMERICA CORP /DE/ | 7.31M | $171M | −$442.5K | Added$11.3M |
| Aptus Capital Advisors, LLC | 6.66M | $155.9M | — | Held |
| MERCER GLOBAL ADVISORS INC /ADV | 5.61M | $131.3M | — | Held |
| MORGAN STANLEY | 5.51M | $128.9M | −$331.4K | Added$9.27M |
| CAPITAL ADVISORS INC/OK | 4.8M | $112.3M | — | Held |
| SHUFRO ROSE & CO LLC | 3.81M | $89.1M | — | Held |
| Capital Investment Advisors, LLC | 3.72M | $87.1M | — | Held |
| UBS Group AG | 3.51M | $82.2M | — | Held |
| RAYMOND JAMES FINANCIAL INC | 2.95M | $69.1M | — | Held |
| ROYAL BANK OF CANADA | 2.18M | $51.1M | — | Held |
| HM PAYSON & CO | 2.16M | $50.6M | — | Held |
| LPL Financial LLC | 2.13M | $49.9M | — | Held |
| WELLS FARGO & COMPANY/MN | 2.1M | $49.2M | — | Held |
| SUMMITRY LLC | 1.84M | $43M | — | Held |
| HighTower Advisors, LLC | 1.77M | $41.5M | — | Held |
| WOODMONT INVESTMENT COUNSEL LLC | 1.75M | $40.9M | — | Held |
| Sound View Wealth Advisors Group, LLC | 1.61M | $37.8M | — | Held |
| Klingman & Associates, LLC | 1.54M | $36M | — | Held |
| SIGMA INVESTMENT COUNSELORS INC | 1.51M | $35.5M | — | Held |
| Lido Advisors, LLC | 1.43M | $33.4M | — | Held |
| Gratus Wealth Advisors, LLC | 1.42M | $33.3M | — | Held |
| Venture Visionary Partners LLC | 1.35M | $31.8M | — | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.2M | $28.1M | — | Held |
| Seven Springs Wealth Group, LLC | 1.15M | $26.9M | — | Held |
| Wealthcare Advisory Partners LLC | 1.15M | $26.8M | — | Held |
| Advisors Capital Management, LLC | 1.1M | $25.7M | — | Held |
| Summit Financial, LLC | 1.07M | $25M | — | Held |
| RVW Wealth, LLC | 1.06M | $24.8M | — | Held |
| AMERIPRISE FINANCIAL INC | 1.06M | $24.8M | — | Held |
| Kathmere Capital Management, LLC | 1.04M | $24.3M | — | Held |
| Howland Capital Management LLC | 969.6K | $22.7M | — | Held |
| Meiji Yasuda Life Insurance Co | 938K | $22M | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 794.6K | $18.6M | −$49.2K | Added$843.8K |
| Summit Asset Management, LLC | 768.7K | $18M | — | Held |
| STIFEL FINANCIAL CORP | 709.5K | $16.6M | — | Held |
| Kestra Advisory Services, LLC | 677.6K | $15.9M | — | Held |
| US BANCORP \DE\ | 628.1K | $14.7M | — | Held |
| Motley Fool Wealth Management, LLC | 611.7K | $14.3M | — | Held |
| Arrow Financial Corp | 603.4K | $14.1M | — | Held |
| CAPTRUST FINANCIAL ADVISORS | 590.4K | $13.8M | — | Held |
| Rockefeller Capital Management L.P. | 578.4K | $13.5M | — | Held |
| Ironwood Financial, llc | 537.2K | $12.6M | — | Held |
| Windsor Capital Management, LLC | 524.5K | $12.3M | — | Held |
| Robertson Stephens Wealth Management, LLC | 513.6K | $12M | — | Held |
| Ruggaard & Associates LLC | 502.5K | $11.8M | — | Held |
| First National Trust Co | 499.7K | $11.7M | — | Held |
| LYELL WEALTH MANAGEMENT, LP | 486.1K | $11.4M | — | Held |
| NOVEM GROUP | 470.6K | $11M | — | Held |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 466K | $10.9M | — | Held |
| Probity Advisors, Inc. | 452.6K | $10.6M | — | Held |
| CENTRAL TRUST Co | 436K | $10.2M | — | Held |
| REBALANCE, LLC | 435.4K | $10.2M | — | Held |
| Commonwealth Financial Services, LLC | 432.8K | $10.1M | — | Held |
| BENJAMIN EDWARDS INC | 421K | $9.85M | — | Held |
| Baltimore-Washington Financial Advisors, Inc. | 410.6K | $9.61M | — | Held |
| First International Bank of Israel Ltd. | 395.7K | $9.26M | — | Held |
| Parkway Wealth Management Group, LLC | 393.4K | $9.21M | — | Held |
| BlackRock, Inc. | 385.5K | $9.02M | — | Held |
| Glenview Trust Co | 371.3K | $8.69M | — | Held |
| MCF Advisors LLC | 371K | $8.68M | — | Held |
| PFG Private Wealth Management, LLC | 342.6K | $8.02M | — | Held |
| Guidance Point Advisors, LLC | 314.4K | $7.36M | — | Held |
| Envision Financial Planning, LLC | 306.6K | $7.18M | — | Held |
| SPINNAKER TRUST | 304.7K | $7.13M | — | Held |
| ARCADIA INVESTMENT ADVISORS LLC | 301.1K | $7.05M | — | Held |
| Parallel Advisors, LLC | 279.1K | $6.58M | — | Held |
| SPRENG CAPITAL MANAGEMENT, INC. | 277.1K | $6.49M | — | Held |
| J.W. COLE ADVISORS, INC. | 276.2K | $6.46M | — | Held |
| LBMC INVESTMENT ADVISORS, LLC | 273.9K | $6.41M | — | Held |
| Praetorian Wealth Management, Inc. | 270.4K | $6.33M | — | Held |
| InvesTrust | 252.5K | $5.91M | — | Held |
| Signature Wealth Management Group | 246.1K | $5.76M | — | Held |
| OneDigital Investment Advisors LLC | 246.1K | $5.76M | — | Held |
| Penobscot Investment Management Company, Inc. | 244.2K | $5.71M | — | Held |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 243.3K | $5.71M | — | Held |
| Atlantic Union Bankshares Corp | 239.2K | $5.6M | — | Held |
| IFP Advisors, Inc | 236.4K | $5.53M | −$14.3K | Added$353.4K |
| Beacon Pointe Advisors, LLC | 229.7K | $5.38M | — | Held |
| HAMEL ASSOCIATES, INC. | 227.8K | $5.33M | — | Held |
| Krilogy Financial LLC | 223.3K | $5.24M | — | Held |
| Houlihan Financial Resource Group, Ltd. | 218.9K | $5.14M | — | Held |
| Mesirow Financial Investment Management, Inc. | 216.6K | $5.07M | — | Held |
| HANCOCK WHITNEY CORP | 213.1K | $4.99M | — | Held |
| ENVESTNET ASSET MANAGEMENT INC | 210.2K | $4.92M | — | Held |
| Winthrop Partners - WNY, LLC | 210K | $4.91M | — | Held |
| Atria Investments, Inc | 209.4K | $4.9M | — | Held |
| Snowden Capital Advisors LLC | 208.9K | $4.89M | — | Held |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 200.6K | $4.69M | — | Held |
| Cherry Tree Wealth Management, LLC | 196.2K | $4.59M | — | Held |
| Cetera Investment Advisers | 190.1K | $4.45M | — | Held |
| 4Thought Financial Group Inc. | 189.8K | $4.44M | — | Held |
| Sowell Financial Services LLC | 187.2K | $4.38M | — | Held |
| Keeler Thomas Management LLC | 184.9K | $4.33M | — | Held |
| Newman Dignan & Sheerar, Inc. | 182.5K | $4.27M | — | Held |
| Stratos Wealth Partners, LTD. | 181.6K | $4.25M | — | Held |
| Syntegra Private Wealth Group, LLC | 181.5K | $4.25M | — | Held |
| Mariner, LLC | 178.9K | $4.19M | — | Held |
| Wilkins Miller Wealth Management, LLC | 178.3K | $4.17M | — | Held |
| OSAIC HOLDINGS, INC. | 176.8K | $4.14M | — | Held |
| EIGHT 31 FINANCIAL, LLC | 174.4K | $4.08M | — | Held |
| Leo Wealth, LLC | 173.9K | $4.07M | — | Held |
| MEMBERS WEALTH LLC | 172.8K | $4.05M | — | Held |
| REGIONS FINANCIAL CORP | 169.1K | $3.96M | — | Held |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 163.6K | $3.83M | — | Held |
| Merit Financial Group, LLC | 162.3K | $3.8M | — | Held |
| Rossmore Private Capital | 157.7K | $3.69M | — | Held |
| Whalen Wealth Management Inc. | 157K | $3.67M | — | Held |
| LFA - Lugano Financial Advisors SA | 151.5K | $3.55M | — | Held |
| LITTLEJOHN FINANCIAL SERVICES, INC. | 151.5K | $3.55M | — | Held |
| PRECEDENT WEALTH PARTNERS, LLC | 146.3K | $3.42M | — | Held |
| Cornell Pochily Investment Advisors, Inc. | 145.9K | $3.41M | — | Held |
| Strid Group, LLC | 142.6K | $3.34M | — | Held |
| Stonebrook Private Inc. | 137K | $3.21M | — | Held |
| Laurel Wealth Advisors LLC | 133.3K | $3.12M | — | Held |
| Valmark Advisers, Inc. | 132.1K | $3.09M | — | Held |
| JONES FINANCIAL COMPANIES LLLP | 129.9K | $3.04M | — | Held |
| SONATA CAPITAL GROUP INC | 128.7K | $3.01M | — | Held |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 127.1K | $2.98M | — | Held |
| Crews Bank & Trust | 125.5K | $2.94M | — | Held |
| HARBOR ADVISORY CORP /MA/ | 125.3K | $2.93M | — | Held |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 123.4K | $2.89M | — | Held |
| ADIRONDACK TRUST CO | 123K | $2.88M | — | Held |
| Kesler, Norman & Wride, LLC | 122.3K | $2.86M | — | Held |
| LifePlan Financial, LLC | 115.6K | $2.71M | — | Held |
| EP Wealth Advisors, LLC | 111.5K | $2.61M | — | Held |
| Marathon Mission, Inc. | 109.6K | $2.56M | — | Held |
| MEITAV INVESTMENT HOUSE LTD | 108.5K | $2.54M | — | Held |
| MONECO ADVISORS, LLC | 106.5K | $2.49M | — | Held |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 106.2K | $2.49M | — | Held |
| Frisch Financial Group, Inc. | 105.4K | $2.47M | — | Held |
| Chesley Taft & Associates LLC | 101.9K | $2.38M | — | Held |
| Breachway Investments LLC | 101K | $2.37M | — | Held |
| Godshalk Welsh Capital Management, Inc. | 99.9K | $2.34M | — | Held |
| TRUIST FINANCIAL CORP | 97.3K | $2.28M | — | Held |
| Composition Wealth, LLC | 95.2K | $2.23M | — | Held |
| 4J Wealth Management LLC | 92.6K | $2.17M | — | Held |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 92.4K | $2.17M | — | Held |
| FourThought Financial Partners, LLC | 89.4K | $2.09M | — | Held |
| SAX WEALTH ADVISORS, LLC | 89.3K | $2.09M | — | Held |
| Belpointe Asset Management LLC | 88.6K | $2.07M | — | Held |
| Associated Banc-Corp | 87.7K | $2.05M | — | Held |
| Meridian Wealth Management, LLC | 87.3K | $2.04M | — | Held |
| Resonant Capital Advisors, LLC | 84.5K | $1.98M | — | Held |
| Private Advisor Group, LLC | 84K | $1.97M | — | Held |
| WRAPMANAGER INC | 81.6K | $1.91M | — | Held |
| CABOT WEALTH MANAGEMENT INC | 80.6K | $1.89M | — | Held |
| Northstar Group, Inc. | 80K | $1.87M | — | Held |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 76.2K | $1.78M | — | Held |
| Cornerstone Planning, LLC | 75.8K | $1.77M | — | Held |
| Segment Wealth Management, LLC | 75.3K | $1.76M | — | Held |
| BEACON FINANCIAL GROUP | 73.9K | $1.73M | — | Held |
| COLDSTREAM CAPITAL MANAGEMENT INC | 73.4K | $1.72M | — | Held |
| JPMORGAN CHASE & CO | 71.7K | $1.68M | — | Held |
| Advance Capital Management, Inc. | 70.7K | $1.66M | — | Held |
| Jefferson Bridge Capital, LLC | 69K | $1.61M | — | Held |
| Creative Planning | 68.7K | $1.61M | — | Held |
| IFG Advisory, LLC | 68.5K | $1.6M | — | Held |
| Fortis Capital Management LLC | 68.1K | $1.59M | — | Held |
| Foundry Financial Group, Inc. | 65.5K | $1.53M | — | Held |
| HARBOR INVESTMENT ADVISORY, LLC | 65.1K | $1.52M | — | Held |
| ROMANO BROTHERS AND COMPANY | 64.3K | $1.51M | — | Held |
| Paradigm, Strategies in Wealth Management, LLC | 63.9K | $1.5M | — | Held |
| DRIVE WEALTH MANAGEMENT, LLC | 63.4K | $1.48M | — | Held |
| COWA, LLC | 62.9K | $1.47M | — | Held |
| Cyr Financial Inc. | 61.6K | $1.44M | — | Held |
| CARY STREET PARTNERS FINANCIAL LLC | 60.8K | $1.42M | — | Held |
| COMERICA BANK | 60.2K | $1.41M | — | Held |
| TFR Capital, LLC. | 59.8K | $1.4M | — | Held |
| McGlone Suttner Wealth Management, Inc. | 59.2K | $1.38M | — | Held |
| Camelot Portfolios, LLC | 59K | $1.38M | — | Held |
| Seneca House Advisors | 57.1K | $1.34M | — | Held |
| Great Diamond Partners, LLC | 54.5K | $1.28M | — | Held |
| Freestone Capital Holdings, LLC | 53.3K | $1.25M | — | Held |
| Archford Capital Strategies, LLC | 52.6K | $1.23M | — | Held |
| Integrated Wealth Concepts LLC | 52.3K | $1.22M | — | Held |
| NEUBERGER BERMAN GROUP LLC | 51.1K | $1.2M | — | Held |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 50.5K | $1.18M | — | Held |
| Journey Advisory Group, LLC | 50.1K | $1.17M | — | Held |
| Madden Advisory Services, Inc. | 50K | $1.17M | — | Held |
| Reliant Wealth Planning | 49.4K | $1.16M | — | Held |
| Walleye Partners, LLC | 48.7K | $1.14M | — | Held |
| Sightline Wealth Advisors, LLC | 46K | $1.08M | — | Held |
| Gilbert & Cook, Inc. | 45.5K | $1.07M | — | Held |
| LITTLE HOUSE CAPITAL LLC | 45.4K | $1.06M | — | Held |
| Gilbert Capital Group, Inc. | 45.1K | $1.06M | −$2.79K | Added$47.9K |
| Citadel | 44.9K | $1.05M | — | Held |
| Farmers National Bank | 44.1K | $1.03M | −$2.81K | Added$17.1K |
| Equitable Holdings, Inc. | 43K | $1.01M | — | Held |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 42.4K | $992.7K | — | Held |
| Bank of New Hampshire | 41.6K | $973.4K | — | Held |
| Farther Finance Advisors, LLC | 41.3K | $967.5K | — | Held |
| CGN Advisors LLC | 41.1K | $962.7K | — | Held |
| Snider Financial Group | 41.1K | $962.1K | — | Held |
| BANK OF MONTREAL /CAN/ | 40.8K | $955.4K | — | Held |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 40.4K | $945.7K | — | Held |
| Montecito Bank & Trust | 39.6K | $927.3K | — | Held |
| STAR Financial Bank | 39.5K | $923.5K | — | Held |
| Mendota Financial Group, LLC | 39.3K | $919.7K | — | Held |
| Jacobi Capital Management LLC | 39.3K | $918.7K | — | Held |
| TD Waterhouse Canada Inc. | 38.8K | $906.8K | — | Held |
| THREADGILL FINANCIAL, LLC | 15.2K | $882.2K | — | Held |
| Alliance Wealth Advisors, LLC /UT | 36.3K | $849.8K | — | Held |
| NewEdge Advisors, LLC | 35.6K | $833.6K | — | Held |
| ALTERNA WEALTH MANAGEMENT, INC | 34.1K | $797.6K | — | Held |
| 10Elms LLP | 34.1K | $797.4K | — | Held |
| First Interstate Bank | 32.8K | $766.6K | — | Held |
| VALLEY WEALTH MANAGERS, INC. | 32.7K | $764.4K | — | Held |
| SMITH, MOORE & CO. | 32.5K | $760.6K | — | Held |
| Forvis Mazars Wealth Advisors, LLC | 32.3K | $756.8K | — | Held |
| Brookstone Capital Management | 31.9K | $746.5K | — | Held |
| Heartland Bank & Trust Co | 29.6K | $692.9K | — | Held |
| DecisionMap Wealth Management, LLC | 29.6K | $691.9K | — | Held |
| Accretive Wealth Partners, LLC | 28.8K | $673.3K | — | Held |
| FIFTH THIRD BANCORP | 28.5K | $667.9K | — | Held |
| Foundation Wealth Management, LLC | 27.9K | $653.2K | — | Held |
| Curbstone Financial Management Corp | 27.5K | $644.6K | — | Held |
| Advisory Services Network, LLC | 27.5K | $643K | — | Held |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | 27K | $635.9K | — | Held |
| ROBINSON SMITH WEALTH ADVISORS LLC | 26.9K | $629.8K | — | Held |
| Redwood Financial Network Corp | 26.8K | $626.3K | — | Held |
| Princeton Global Asset Management LLC | 26.5K | $621K | — | Held |
| JAMES INVESTMENT RESEARCH, INC. | 26.3K | $616.5K | — | Held |
| Dorsey & Whitney Trust CO LLC | 26K | $608.5K | — | Held |
| Focus Partners Wealth | 25.9K | $605.4K | — | Held |
| DEARBORN PARTNERS LLC | 25.9K | $605.3K | — | Held |
| Conrad Siegel Investment Advisors, Inc. | 25.3K | $591.7K | — | Held |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 24.9K | $583.3K | — | Held |
| DUNCKER STREETT & CO INC | 24.8K | $579.4K | — | Held |
| Autumn Glory Partners, LLC | 24.6K | $575K | — | Held |
| Hobbs Group Advisors, LLC | 24.6K | $574.6K | — | Held |
| Stokes Family Office, LLC | 24.3K | $569.9K | — | Held |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 24.3K | $568.2K | — | Held |
| Clearstead Advisors, LLC | 23.9K | $559.7K | — | Held |
| CFO CAPITAL MANAGEMENT LLC | 23.8K | $557.1K | — | Held |
| Austin Private Wealth, LLC | 23.8K | $556.1K | — | Held |
| FOCUSED ALPHA, LLC | 23.7K | $553.9K | — | Held |
| NAPLES GLOBAL ADVISORS, LLC | 23.5K | $550.1K | — | Held |
| American Trust | 23.4K | $548.8K | — | Held |
| StoneX Group Inc. | 22.5K | $527.2K | — | Held |
| Ellis Investment Partners, LLC | 22.1K | $517.1K | — | Held |
| 1900 WEALTH MANAGEMENT LLC | 21.7K | $507.5K | — | Held |
| GREAT VALLEY ADVISOR GROUP, INC. | 21.2K | $497.1K | — | Held |
| Gradient Capital Advisors, LLC | 21.1K | $493.5K | — | Held |
| Prosperity Planning, Inc. | 20.7K | $485.6K | — | Held |
| Koshinski Asset Management, Inc. | 20K | $468.8K | — | Held |
| Moors & Cabot, Inc. | 18.9K | $442.6K | — | Held |
| Clearstead Trust, LLC | 18.5K | $431.9K | — | Held |
| Straight Path Wealth Management | 18.4K | $431.5K | — | Held |
| Ancora Advisors LLC | 18.4K | $430.6K | — | Held |
| Granite Harbor Advisors, Inc. | 18K | $420.6K | — | Held |