| Aptus Capital Advisors, LLC | 6.23M | $159M | — | Held |
| Capital Investment Advisors, LLC | 3.17M | $81M | — | Held |
| WELLS FARGO & COMPANY/MN | 3.03M | $77.4M | — | Held |
| CAPITAL ADVISORS INC/OK | 2.65M | $67.7M | — | Held |
| MORGAN STANLEY | 2.6M | $66.5M | −$199.4K | Added$9.69M |
| BANK OF AMERICA CORP /DE/ | 2.32M | $59.3M | −$188.7K | Added$5.55M |
| AMERIPRISE FINANCIAL INC | 1.78M | $45.3M | — | Held |
| Summit Financial, LLC | 1.52M | $38.8M | — | Held |
| SIGMA INVESTMENT COUNSELORS INC | 1.45M | $36.9M | — | Held |
| Seven Springs Wealth Group, LLC | 1.03M | $26.3M | — | Held |
| ROYAL BANK OF CANADA | 990.7K | $25.3M | — | Held |
| UBS Group AG | 964.5K | $24.6M | — | Held |
| Klingman & Associates, LLC | 886.7K | $22.6M | — | Held |
| NewEdge Advisors, LLC | 860.2K | $22M | — | Held |
| Sound View Wealth Advisors Group, LLC | 856.1K | $21.9M | — | Held |
| HighTower Advisors, LLC | 833.4K | $21.3M | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 831.3K | $21.2M | −$74.3K | Added$57.7K |
| US BANCORP \DE\ | 766K | $19.6M | — | Held |
| RAYMOND JAMES FINANCIAL INC | 601.8K | $15.4M | — | Held |
| Arrow Financial Corp | 599.1K | $15.3M | — | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | 570K | $14.6M | — | Held |
| COWA, LLC | 570.7K | $14.2M | — | Held |
| Rockefeller Capital Management L.P. | 513.1K | $13.1M | — | Held |
| MB, LEVIS & ASSOCIATES, LLC | 513K | $13.1M | — | Held |
| PFG Private Wealth Management, LLC | 496.5K | $12.7M | — | Held |
| LPL Financial LLC | 368.1K | $9.4M | — | Held |
| Parkway Wealth Management Group, LLC | 363.1K | $9.27M | — | Held |
| Ironwood Financial, llc | 355.9K | $9.08M | — | Held |
| Advisors Capital Management, LLC | 317.1K | $8.09M | — | Held |
| Atlantic Union Bankshares Corp | 316K | $8.07M | — | Held |
| Guidance Point Advisors, LLC | 304K | $7.76M | — | Held |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 298.1K | $7.61M | — | Held |
| Seneca House Advisors | 292.4K | $7.47M | — | Held |
| Snowden Capital Advisors LLC | 286.6K | $7.32M | — | Held |
| LYELL WEALTH MANAGEMENT, LP | 260.1K | $6.64M | — | Held |
| Parallel Advisors, LLC | 241.8K | $6.17M | — | Held |
| HANCOCK WHITNEY CORP | 221.4K | $5.65M | — | Held |
| Krilogy Financial LLC | 218.4K | $5.58M | — | Held |
| 4Thought Financial Group Inc. | 205.9K | $5.26M | — | Held |
| Marathon Mission, Inc. | 205.6K | $5.25M | — | Held |
| Lido Advisors, LLC | 176.1K | $4.5M | — | Held |
| BENJAMIN EDWARDS INC | 175.5K | $4.48M | — | Held |
| RWA WEALTH PARTNERS, LLC | 167.2K | $4.27M | — | Held |
| OneDigital Investment Advisors LLC | 165.7K | $4.23M | — | Held |
| Signature Wealth Management Group | 165.7K | $4.23M | — | Held |
| Probity Advisors, Inc. | 143.7K | $3.67M | — | Held |
| NEUBERGER BERMAN GROUP LLC | 142.6K | $3.64M | — | Held |
| Evergreen Private Wealth LLC | 136.2K | $3.48M | — | Held |
| PRECEDENT WEALTH PARTNERS, LLC | 134.2K | $3.43M | — | Held |
| Paradigm, Strategies in Wealth Management, LLC | 128.2K | $3.27M | — | Held |
| MCF Advisors LLC | 106.5K | $2.72M | — | Held |
| ENVESTNET ASSET MANAGEMENT INC | 100.5K | $2.57M | — | Held |
| Cetera Investment Advisers | 95.5K | $2.44M | — | Held |
| MERCER GLOBAL ADVISORS INC /ADV | 94.5K | $2.41M | — | Held |
| Glenview Trust Co | 93.3K | $2.38M | — | Held |
| Stonebrook Private Inc. | 91.1K | $2.33M | — | Held |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 89.5K | $2.28M | — | Held |
| Howland Capital Management LLC | 88.3K | $2.25M | — | Held |
| Archford Capital Strategies, LLC | 86.6K | $2.21M | — | Held |
| Praetorian Wealth Management, Inc. | 86.4K | $2.2M | — | Held |
| Quantum Financial Advisors, LLC | 81.5K | $2.08M | — | Held |
| Rossmore Private Capital | 80.3K | $2.05M | — | Held |
| ADIRONDACK TRUST CO | 79.2K | $2.02M | — | Held |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 77.9K | $1.99M | — | Held |
| Mariner, LLC | 77K | $1.96M | — | Held |
| First Interstate Bank | 76.9K | $1.96M | — | Held |
| KINTRA WEALTH, LLC | 76.7K | $1.96M | — | Held |
| IFP Advisors, Inc | 76.2K | $1.94M | −$2.99K | Added$1.09M |
| WRAPMANAGER INC | 74.7K | $1.91M | — | Held |
| Arcataur Capital Management LLC | 73.3K | $1.87M | — | Held |
| Centric Wealth Management | 72.3K | $1.84M | — | Held |
| Kestra Advisory Services, LLC | 71.3K | $1.82M | — | Held |
| FULTON BREAKEFIELD BROENNIMAN LLC | 69.7K | $1.78M | — | Held |
| OSAIC HOLDINGS, INC. | 68.2K | $1.74M | — | Held |
| MEITAV INVESTMENT HOUSE LTD | 66.4K | $1.69M | — | Held |
| Houlihan Financial Resource Group, Ltd. | 66.1K | $1.69M | — | Held |
| Segment Wealth Management, LLC | 65.8K | $1.68M | — | Held |
| STIFEL FINANCIAL CORP | 65.8K | $1.68M | — | Held |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 65.6K | $1.67M | — | Held |
| Wilkins Miller Wealth Management, LLC | 64.2K | $1.64M | — | Held |
| Associated Banc-Corp | 60.9K | $1.55M | — | Held |
| OPPENHEIMER & CO INC | 58.6K | $1.5M | — | Held |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 56.6K | $1.45M | — | Held |
| COLDSTREAM CAPITAL MANAGEMENT INC | 54.6K | $1.4M | — | Held |
| Freestone Capital Holdings, LLC | 52.5K | $1.34M | — | Held |
| Chesley Taft & Associates LLC | 52K | $1.33M | — | Held |
| NovaPoint Capital, LLC | 51.3K | $1.31M | — | Held |
| BEACON FINANCIAL GROUP | 50.3K | $1.28M | — | Held |
| Winthrop Partners - WNY, LLC | 49.7K | $1.27M | — | Held |
| LBMC INVESTMENT ADVISORS, LLC | 49.1K | $1.25M | — | Held |
| Venture Visionary Partners LLC | 47.2K | $1.2M | — | Held |
| McGlone Suttner Wealth Management, Inc. | 46.4K | $1.19M | — | Held |
| J.W. COLE ADVISORS, INC. | 45.7K | $1.17M | — | Held |
| First National Trust Co | 43K | $1.1M | — | Held |
| LITTLE HOUSE CAPITAL LLC | 42.3K | $1.08M | — | Held |
| Sanctuary Advisors, LLC | 41.8K | $1.07M | — | New |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 41.5K | $1.06M | — | Held |
| REDW Wealth LLC | 41.3K | $1.05M | — | Held |
| Walleye Partners, LLC | 40.6K | $1.04M | — | Held |
| CENTRAL TRUST Co | 39.3K | $1M | — | Held |
| Beacon Pointe Advisors, LLC | 38.6K | $985.5K | — | Held |
| Keeler Thomas Management LLC | 38K | $970K | — | Held |
| Gilbert & Cook, Inc. | 37.5K | $956.6K | — | Held |
| Reliant Wealth Planning | 34.4K | $878.8K | — | Held |
| Gradient Capital Advisors, LLC | 33.8K | $863.5K | — | Held |
| SONATA CAPITAL GROUP INC | 33.8K | $861.8K | — | Held |
| Montecito Bank & Trust | 33.4K | $852.7K | — | Held |
| Farmers National Bank | 32K | $816.5K | −$2.78K | Added$23.8K |
| Clearstead Advisors, LLC | 28.1K | $716.2K | — | Held |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 27.9K | $711.5K | — | Held |
| Stokes Family Office, LLC | 27.3K | $697.7K | — | Held |
| FOCUSED ALPHA, LLC | 27.2K | $694.4K | — | Held |
| HEADINVEST, LLC | 27K | $689.3K | — | Held |
| CAPTRUST FINANCIAL ADVISORS | 27K | $688.2K | — | Held |
| Princeton Global Asset Management LLC | 26.3K | $672.5K | — | Held |
| Jacobi Capital Management LLC | 25.8K | $659K | — | Held |
| Sterling Investment Advisors, Ltd. | 24.6K | $627.4K | — | Held |
| Private Advisor Group, LLC | 24.5K | $626.1K | — | Held |
| CFO CAPITAL MANAGEMENT LLC | 23.9K | $610.5K | — | Held |
| Belpointe Asset Management LLC | 23.3K | $594K | — | Held |
| Integrated Wealth Concepts LLC | 21.6K | $551.9K | — | Held |
| Sarver Vrooman Wealth Advisors | 20.6K | $526.8K | — | Held |
| COMERICA BANK | 19.9K | $508K | — | Held |
| Breachway Investments LLC | 19.6K | $501.2K | — | Held |
| Cherry Tree Wealth Management, LLC | 19.6K | $499.4K | — | Held |
| Gryphon Financial Partners LLC | 19.3K | $493K | — | Held |
| Valmark Advisers, Inc. | 19.2K | $491.3K | — | Held |
| Advisory Services Network, LLC | 18.9K | $483.6K | — | Held |
| Focus Partners Wealth | 18.3K | $467.1K | — | Held |
| StoneX Group Inc. | 18.2K | $465K | — | Held |
| FourThought Financial Partners, LLC | 17.5K | $446.2K | — | Held |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 17.1K | $436.9K | — | Held |
| Sowell Financial Services LLC | 16.8K | $429K | — | Held |
| Addison Advisors LLC | 16.7K | $425.5K | — | Held |
| Dorsey & Whitney Trust CO LLC | 16K | $408.5K | — | Held |
| XML Financial, LLC | 15.8K | $403.3K | — | Held |
| SPINNAKER TRUST | 15.7K | $400.7K | — | Held |
| Mutual Advisors, LLC | 15.7K | $399.8K | — | Held |
| 10Elms LLP | 15.2K | $386.8K | — | Held |
| CARY STREET PARTNERS FINANCIAL LLC | 14.2K | $363.1K | — | Held |
| JAMES INVESTMENT RESEARCH, INC. | 14.1K | $359.2K | — | Held |
| JONES FINANCIAL COMPANIES LLLP | 13.5K | $343.6K | — | Held |
| DecisionMap Wealth Management, LLC | 13.1K | $334.2K | — | Held |
| Penobscot Investment Management Company, Inc. | 12.3K | $314.7K | — | Held |
| TRUIST FINANCIAL CORP | 12.3K | $314.2K | — | Held |
| NESTEGG ADVISORS, INC. | 12.1K | $309.6K | — | Held |
| GREAT VALLEY ADVISOR GROUP, INC. | 11.7K | $298.1K | — | Held |
| MML INVESTORS SERVICES, LLC | 11.3K | $288K | — | Held |
| Redwood Financial Network Corp | 10.9K | $278.5K | — | Held |
| Merit Financial Group, LLC | 10.6K | $270.3K | — | Held |
| COOPER/HAIMS ADVISORS, LLC | 10.4K | $265.7K | — | Held |
| SAX WEALTH ADVISORS, LLC | 10.4K | $264.9K | — | Held |
| Daviman Financial, LLC | 9.83K | $250.9K | — | Held |
| NWAM LLC | 9.74K | $249K | −$2.11K | Added$596 |
| Journey Advisory Group, LLC | 9.7K | $247.6K | — | Held |
| Arkadios Wealth Advisors | 9.6K | $245.1K | — | Held |
| Madrid Wealth Management, LLC | 9.51K | $242.9K | — | Held |
| Farther Finance Advisors, LLC | 9.47K | $241.7K | — | Held |
| Newman Dignan & Sheerar, Inc. | 9.45K | $241.2K | — | Held |
| Koshinski Asset Management, Inc. | 9.12K | $232.7K | — | Held |
| Great Diamond Partners, LLC | 8.97K | $229K | — | Held |
| Koesten, Hirschmann & Crabtree, INC. | 8.49K | $216.9K | — | Held |
| Hyposwiss Advisors SA | 8.32K | $212.5K | — | Held |
| Hendershot Investments Inc. | 8.16K | $208.2K | — | Held |
| DEARBORN PARTNERS LLC | 8.05K | $205.6K | — | Held |
| Bank of New Hampshire | 8.03K | $205K | — | Held |
| NAPLES GLOBAL ADVISORS, LLC | 7.99K | $203.9K | — | Held |
| Accretive Wealth Partners, LLC | 7.98K | $203.8K | — | Held |
| Crews Bank & Trust | 5.75K | $146.9K | — | Held |
| PNC Financial Services Group, Inc. | 5.4K | $137.9K | — | Held |
| Jupiter Wealth Management LLC | 5.1K | $130.9K | — | Held |
| Banque Cantonale Vaudoise | 4.91K | $125K | — | Held |
| CNB Bank | 3.12K | $79.5K | — | Held |
| Laurel Wealth Advisors LLC | 3K | $76.6K | — | Held |
| MidFirst Bank | 2.2K | $56.3K | — | Held |
| Bogart Wealth, LLC | 2.19K | $56K | — | Held |
| HARBOR INVESTMENT ADVISORY, LLC | 2K | $51.1K | — | Held |
| Trust Co | 1.98K | $50.5K | — | Held |
| Allworth Financial LP | 849 | $21.7K | −$77 | Cut−$77 |
| MASECO LLP | 800 | $20.4K | — | Held |
| Key Financial Inc | 648 | $16.5K | — | Held |
| BANK OF MONTREAL /CAN/ | 584 | $14.9K | — | Held |
| Global Retirement Partners, LLC | 462 | $11.8K | — | Held |
| Sound Income Strategies, LLC | 400 | $10.2K | — | Held |
| Janney Montgomery Scott LLC | 370.1K | $9.45K | — | Held |
| Rossby Financial, LCC | 288 | $7.35K | — | Held |
| Bank of Jackson Hole Trust | 226 | $5.77K | — | Held |
| CWM, LLC | 136.6K | $3.49K | — | Held |
| JPMORGAN CHASE & CO | 101 | $2.58K | — | Held |
| Peloton Wealth Strategists | 94.5K | $2.41K | — | Held |
| FLOW TRADERS U.S. LLC | 80.5K | $2.06K | — | Held |
| BlackRock, Inc. | 51 | $1.3K | — | Held |
| Cambridge Investment Research Advisors, Inc. | 14.1K | $360 | — | Held |
| Roble, Belko & Company, Inc | 7.11K | $182 | — | Held |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | $26 | — | Held |
| HAZLETT, BURT & WATSON, INC. | 155 | $4 | — | Held |
| IFC & Insurance Marketing, Inc. | 109 | $3 | — | Held |