| Krilogy Financial LLC | 2.68M | $61.6M | — | Held |
| UBS Group AG | 955.2K | $22M | — | Held |
| MORGAN STANLEY | 826.4K | $19.1M | −$45.4K | Cut−$91.6K |
| RAYMOND JAMES FINANCIAL INC | 492K | $11.4M | — | Held |
| D.A. DAVIDSON & CO. | 409.7K | $9.45M | — | Held |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 397.2K | $9.16M | — | Held |
| AMERIPRISE FINANCIAL INC | 378.4K | $8.73M | — | Held |
| Snowden Capital Advisors LLC | 365.1K | $8.42M | — | Held |
| TRUIST FINANCIAL CORP | 358.7K | $8.28M | — | Held |
| WELLS FARGO & COMPANY/MN | 327.1K | $7.55M | — | Held |
| Legacy Private Trust Co. | 302.1K | $6.97M | — | Held |
| HighTower Advisors, LLC | 268.2K | $6.19M | — | Held |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 249.2K | $5.75M | — | Held |
| Atlantic Private Wealth, LLC | 220.9K | $5.1M | — | Held |
| Cetera Investment Advisers | 197.6K | $4.56M | — | Held |
| BANK OF AMERICA CORP /DE/ | 189.2K | $4.37M | −$6.06K | Added$1.82M |
| MERCER GLOBAL ADVISORS INC /ADV | 186.2K | $4.3M | — | Held |
| NewEdge Advisors, LLC | 172.2K | $3.97M | — | Held |
| LPL Financial LLC | 169K | $3.9M | — | Held |
| JAMES INVESTMENT RESEARCH, INC. | 160.8K | $3.71M | — | Held |
| Probity Advisors, Inc. | 151.9K | $3.5M | — | Held |
| Accretive Wealth Partners, LLC | 148.5K | $3.43M | — | Held |
| Stockman Wealth Management, Inc. | 148.4K | $3.42M | — | Held |
| ROYAL BANK OF CANADA | 143.2K | $3.3M | — | Held |
| Asset Dedication, LLC | 108.6K | $2.51M | — | Held |
| STIFEL FINANCIAL CORP | 103.8K | $2.39M | — | Held |
| Yoder Wealth Management, Inc. | 100.4K | $2.32M | — | Held |
| Citadel | 98.6K | $2.28M | — | Held |
| Sanctuary Advisors, LLC | 93K | $2.15M | −$3.39K | Added$722.8K |
| GOLDMAN SACHS GROUP INC | 83.5K | $1.93M | — | Held |
| FIRST NATIONAL BANK OF OMAHA | 67.4K | $1.56M | — | New |
| Parallel Advisors, LLC | 66K | $1.52M | — | Held |
| Tower Research Capital LLC (TRC) | 61K | $1.41M | — | Held |
| Keeler Thomas Management LLC | 50.8K | $1.17M | — | Held |
| CENTRAL TRUST Co | 50.7K | $1.17M | — | Held |
| Private Advisor Group, LLC | 47.8K | $1.1M | — | Held |
| Cushing Capital Partners, LLC | 45.5K | $1.05M | — | Held |
| Visionary Wealth Advisors | 44.8K | $1.03M | — | Held |
| IFP Advisors, Inc | 42.7K | $985K | −$1.9K | Added$186.8K |
| Reliant Wealth Planning | 40.8K | $940.4K | — | Held |
| HARMONY ASSET MANAGEMENT LLC | 38.9K | $897.9K | — | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | 34K | $784K | — | Held |
| VERUS CAPITAL PARTNERS, LLC | 31.9K | $735.5K | — | Held |
| BENJAMIN EDWARDS INC | 30.8K | $709.8K | — | Held |
| CAPTRUST FINANCIAL ADVISORS | 29.4K | $678.6K | — | Held |
| L2 Asset Management, LLC | 27.7K | $639K | — | Held |
| Financial Engines Advisors L.L.C. | 26K | $599.2K | — | Held |
| EVEXIA WEALTH LLC | 24.2K | $560.3K | — | Held |
| HEADINVEST, LLC | 22.7K | $524.6K | — | Held |
| Kestra Advisory Services, LLC | 22.6K | $522.2K | — | Held |
| 4WEALTH ADVISORS, INC. | 20.6K | $475.8K | — | Held |
| Integrated Wealth Concepts LLC | 20.5K | $473.5K | — | Held |
| MML INVESTORS SERVICES, LLC | 20.2K | $466.7K | — | Held |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 19.2K | $442.6K | — | Held |
| Icahn Capital | 19K | $437.3K | — | Held |
| Associated Banc-Corp | 17.5K | $402.8K | — | Held |
| Leo Wealth, LLC | 17.1K | $395.3K | — | Held |
| Jacobi Capital Management LLC | 17.1K | $394.8K | — | Held |
| Walleye Partners, LLC | 16.9K | $390K | — | Held |
| Brookstone Capital Management | 15.9K | $366.7K | — | Held |
| OSAIC HOLDINGS, INC. | 15.8K | $365.3K | — | Held |
| CARY STREET PARTNERS FINANCIAL LLC | 15.5K | $357.6K | — | Held |
| Hyposwiss Advisors SA | 15.2K | $350.5K | — | Held |
| Kestra Investment Management, LLC | 14.9K | $344.7K | — | Held |
| Greater Midwest Financial Group, LLC | 14K | $322.8K | — | Held |
| Guidance Point Advisors, LLC | 13.7K | $316.4K | — | Held |
| STAR Financial Bank | 12.2K | $282.2K | — | Held |
| Jaffetilchin Investment Partners, LLC | 12K | $276.4K | — | Held |
| Compass Ion Advisors, LLC | 11.2K | $258.4K | — | Held |
| Gladstone Institutional Advisory LLC | 10.8K | $249.5K | — | Held |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 10.2K | $235.8K | — | Held |
| Lido Advisors, LLC | 9.7K | $223.9K | — | Held |
| REBALANCE, LLC | 9.69K | $223.7K | — | Held |
| COLDSTREAM CAPITAL MANAGEMENT INC | 9.58K | $221.2K | — | Held |
| SIGNATUREFD, LLC | 8.81K | $203.2K | — | Held |
| Avantax Planning Partners, Inc. | 8.71K | $201K | — | Held |
| Atlantic Union Bankshares Corp | 6.73K | $155.3K | — | Held |
| Clayton Financial Group LLC | 6.47K | $149.2K | — | Held |
| Physician Wealth Advisors, Inc. | 4.47K | $103.1K | — | Held |
| CNB Bank | 3.44K | $79.4K | — | Held |
| Cherry Tree Wealth Management, LLC | 2.37K | $54.6K | — | Held |
| Bogart Wealth, LLC | 1.77K | $41K | — | Held |
| HARBOUR INVESTMENTS, INC. | 1.55K | $35.7K | — | Held |
| Noble Wealth Management PBC | 1.5K | $34.6K | −$82 | Cut−$82 |
| COMERICA BANK | 1.38K | $31.8K | — | Held |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.3K | $30K | — | Held |
| Crews Bank & Trust | 1.1K | $25.4K | — | Held |
| Federation des caisses Desjardins du Quebec | 900 | $20.8K | — | Held |
| Bank of New Hampshire | 800 | $18.5K | — | Held |
| Janney Montgomery Scott LLC | 486K | $11.2K | — | Held |
| Bank of Jackson Hole Trust | 249 | $5.75K | — | Held |
| Parkside Financial Bank & Trust | 202 | $4.66K | — | Held |
| PARK AVENUE SECURITIES LLC | 163.4K | $3.77K | — | Held |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 98.5K | $2.27K | — | Held |
| BOSTON FAMILY OFFICE LLC | 72.2K | $1.67K | — | Held |
| CWM, LLC | 52.3K | $1.21K | — | Held |
| First PREMIER Bank | 667 | $15 | — | Held |
| HAZLETT, BURT & WATSON, INC. | 172 | $4 | — | Held |