| ENVESTNET ASSET MANAGEMENT INC | 3.33M | $106.8M | — | Held |
| LPL Financial LLC | 798K | $25.6M | — | Held |
| Envestnet Portfolio Solutions, Inc. | 666.4K | $21.4M | — | Held |
| JPMORGAN CHASE & CO | 455.6K | $14.6M | — | Held |
| Lido Advisors, LLC | 232.9K | $7.33M | — | Held |
| Cetera Investment Advisers | 216.3K | $6.93M | — | Held |
| MML INVESTORS SERVICES, LLC | 168.3K | $5.39M | — | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | 107.7K | $3.45M | — | Held |
| ASSETMARK, INC | 84K | $2.69M | — | Held |
| SageView Advisory Group, LLC | 67.3K | $2.15M | — | Held |
| Avise Financial Cooperative, Inc. | 60.9K | $1.95M | — | Held |
| GeoWealth Management, LLC | 58.2K | $1.86M | — | Held |
| One Wealth Advisors, LLC | 52K | $1.67M | — | Held |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 51.3K | $1.64M | — | Held |
| Perigon Wealth Management, LLC | 50.7K | $1.63M | — | Held |
| OneDigital Investment Advisors LLC | 43K | $1.38M | — | Held |
| Sharkey, Howes & Javer | 42.9K | $1.38M | — | Held |
| Bank of New York Mellon Corp | 42K | $1.34M | — | Held |
| Horst & Graben Wealth Management LLC | 39.3K | $1.26M | — | Held |
| GTS SECURITIES LLC | 38.8K | $1.24M | — | Held |
| Orion Porfolio Solutions, LLC | 36.2K | $1.16M | — | Held |
| SigFig Wealth Management, LLC | 31.1K | $995.2K | — | Held |
| Davis Wealth Advisors, LLC | 30K | $962.6K | — | Held |
| Merit Financial Group, LLC | 29.8K | $956.2K | — | Held |
| HighTower Advisors, LLC | 23.2K | $744.5K | — | Held |
| Steward Partners Investment Advisory, LLC | 21.7K | $694.4K | — | Held |
| Focus Partners Advisor Solutions, LLC | 21.4K | $685.8K | — | Held |
| Austin Private Wealth, LLC | 19.4K | $621.4K | — | Held |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18.2K | $582.2K | — | Held |
| RFG Advisory, LLC | 18K | $577.3K | — | Held |
| SAGESPRING WEALTH PARTNERS, LLC | 17.7K | $567.8K | — | Held |
| Regal Investment Advisors LLC | 17.6K | $564K | — | Held |
| Advisory Services Network, LLC | 16.8K | $539.6K | — | Held |
| MGO ONE SEVEN LLC | 16K | $512.3K | — | Held |
| Cassaday & Co Wealth Management LLC | 14.7K | $471.8K | — | Held |
| World Investment Advisors | 14.2K | $454.4K | — | Held |
| Gerber Kawasaki Wealth & Investment Management | 14.1K | $452.4K | — | Held |
| ROYAL BANK OF CANADA | 13.7K | $439K | — | Held |
| &PARTNERS | 13.5K | $432.2K | — | Held |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | 12.2K | $391.6K | — | Held |
| OSAIC HOLDINGS, INC. | 11.6K | $372.4K | — | Held |
| WEALTH ALLIANCE, LLC | 11.6K | $371.3K | — | Held |
| OpenArc Corporate Advisory, LLC | 11.4K | $366K | — | Held |
| Atria Investments, Inc | 11K | $352.3K | — | Held |
| Farther Finance Advisors, LLC | 10.4K | $334.8K | — | Held |
| EverSource Wealth Advisors, LLC | 10.2K | $326.3K | — | Held |
| Lifelong Wealth Advisors, Inc. | 10.1K | $324.3K | — | Held |
| RCS Financial Planning, LLC | 10.1K | $322.3K | — | Held |
| THEORY FINANCIAL LLC | 9.65K | $320.3K | — | Held |
| Snowden Capital Advisors LLC | 9.57K | $306.8K | — | Held |
| RAYMOND JAMES FINANCIAL INC | 9.27K | $297.1K | — | Held |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 8.61K | $282.8K | — | Held |
| Archer Investment Management, LLC | 8.23K | $263.6K | — | Held |
| Kelsey Financial, LLC | 8.11K | $260K | — | Held |
| Keystone Financial Services | 8.03K | $257.4K | — | Held |
| EQ LLC | 8K | $256.2K | — | Held |
| Charter Oak Capital Management, LLC | 7.79K | $249.7K | — | Held |
| WEALTHGARDEN F.S. LLC | 7.15K | $237.5K | — | Held |
| Concurrent Investment Advisors, LLC | 7.15K | $229.1K | — | Held |
| TRUIST FINANCIAL CORP | 6.56K | $210.2K | — | Held |
| Oregon Pacific Wealth Management, LLC | 6.53K | $209.3K | — | Held |
| LifePlan Investment Advisors, Inc. | 6.53K | $209.1K | — | Held |
| Maia Wealth LLC | 6.02K | $201.4K | — | Held |
| AE Wealth Management LLC | 5.29K | $169.6K | — | Held |
| Gen-Wealth Partners Inc | 5K | $160.1K | — | Held |
| Larson Financial Group LLC | 3.07K | $98.2K | — | Held |
| JFS WEALTH ADVISORS, LLC | 2.82K | $90.4K | — | Held |
| COMERICA BANK | 2.6K | $83.4K | — | Held |
| Addison Advisors LLC | 1.85K | $59.4K | — | Held |
| Scarborough Advisors, LLC | 1.62K | $52K | $610 | Added$19.5K |
| BlackRock, Inc. | 1.53K | $48.9K | — | Held |
| Transamerica Financial Advisors, LLC | 1.07K | $34.3K | — | Held |
| Kestra Advisory Services, LLC | 978 | $31.3K | — | Held |
| PNC Financial Services Group, Inc. | 928 | $29.7K | — | Held |
| SOA Wealth Advisors, LLC. | 793 | $25.4K | — | Held |
| Aptus Capital Advisors, LLC | 705 | $22.6K | — | Held |
| BANK OF AMERICA CORP /DE/ | 695 | $22.3K | — | New |
| Fidelity | 617 | $19.8K | — | Held |
| CoreCap Advisors, LLC | 444 | $14.2K | — | Held |
| WealthShield Partners, LLC | 373 | $12K | — | Held |
| FLAGSHIP HARBOR ADVISORS, LLC | 359 | $11.5K | — | New |
| Godfrey Financial Associates, Inc. | 336 | $10.8K | — | Held |
| PARK AVENUE SECURITIES LLC | 331K | $10.6K | — | Held |
| Physician Wealth Advisors, Inc. | 328 | $10.5K | — | Held |
| Kilter Group LLC | 300 | $9.61K | $113 | Added$3.6K |
| WELLS FARGO & COMPANY/MN | 153 | $4.9K | — | Held |
| CWM, LLC | 151.1K | $4.84K | — | Held |
| Cornerstone Planning Group LLC | 101 | $3.36K | — | Held |
| Sunbelt Securities, Inc. | 104 | $3.33K | — | Held |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 101 | $3.24K | — | Held |
| Janney Montgomery Scott LLC | 100.3K | $3.21K | — | Held |
| Commonwealth Retirement Investments LLC | 67 | $2.15K | — | Held |
| Key Capital Management, INC | 47 | $1.51K | — | Held |
| Cambridge Investment Research Advisors, Inc. | 41.1K | $1.32K | — | Held |
| Thrivent Financial for Lutherans | 38.7K | $1.24K | — | Held |
| Investor's Fiduciary Advisor Network, LLC | 22.1K | $707 | — | Held |
| Capital Analysts, LLC | 6.8K | $218 | — | Held |
| BESSEMER GROUP INC | 784 | $25 | — | Held |