| ENVESTNET ASSET MANAGEMENT INC | 1.96M | $58.4M | — | Held |
| LPL Financial LLC | 903.5K | $27M | — | Held |
| Hennion & Walsh Asset Management, Inc. | 643.9K | $19.2M | — | Held |
| Cetera Investment Advisers | 558.4K | $16.7M | — | Held |
| PNC Financial Services Group, Inc. | 358.4K | $10.7M | — | Held |
| MORGAN STANLEY | 305.8K | $9.13M | −$131.4K | Added$1.31M |
| ASSETMARK, INC | 304.3K | $9.09M | — | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | 271.1K | $8.09M | — | Held |
| Envestnet Portfolio Solutions, Inc. | 229.9K | $6.86M | — | Held |
| JPMORGAN CHASE & CO | 177.3K | $5.3M | — | Held |
| MML INVESTORS SERVICES, LLC | 160.6K | $4.8M | — | Held |
| Kelly Financial Services LLC | 160.2K | $4.78M | — | Held |
| Diversify Advisory Services, LLC | 142.4K | $4.26M | — | Held |
| BANK OF AMERICA CORP /DE/ | 117.4K | $3.5M | −$31.4K | Added$1.64M |
| JB Capital LLC | 90.7K | $2.71M | — | Held |
| RiverFront Investment Group, LLC | 69.8K | $2.08M | — | Held |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 63.7K | $1.9M | — | Held |
| Triad Wealth Partners, LLC | 61.1K | $1.83M | — | Held |
| CreativeOne Wealth, LLC | 59.2K | $1.77M | — | Held |
| OSAIC HOLDINGS, INC. | 46.6K | $1.39M | — | Held |
| ShoreHaven Wealth Partners, LLC | 41.3K | $1.23M | — | Held |
| Garde Capital, Inc. | 36.7K | $1.09M | −$18.7K | Cut−$70.3K |
| Prosperity Consulting Group, LLC | 34.1K | $1.02M | — | Held |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 32.5K | $973.6K | — | Held |
| Invst, LLC | 29.5K | $879.8K | −$13.7K | Added$64.8K |
| Sanctuary Advisors, LLC | 28.9K | $863.4K | −$14.4K | Added$8.35K |
| Quadrant Private Wealth Management, LLC | 27K | $807.4K | — | Held |
| Orion Porfolio Solutions, LLC | 26.7K | $796K | — | Held |
| OLD MISSION CAPITAL LLC | 26.6K | $793.3K | — | Held |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 25.4K | $758.9K | — | Held |
| SIGNET FINANCIAL MANAGEMENT, LLC | 24.9K | $742.1K | — | Held |
| Fortis Group Advisors, LLC | 22.9K | $686.2K | — | Held |
| INTEGRITY ALLIANCE, LLC. | 22.7K | $678.4K | — | Held |
| NewEdge Advisors, LLC | 22K | $657.4K | — | Held |
| RAYMOND JAMES FINANCIAL INC | 21.2K | $633.9K | — | Held |
| Sequoia Financial Advisors, LLC | 20.7K | $619K | — | Held |
| Detalus Advisors, LLC | 20.3K | $607.2K | — | Held |
| QP WEALTH MANAGEMENT, LLC | 18.7K | $558.3K | — | Held |
| Citadel | 18.4K | $550K | — | Held |
| Arkadios Wealth Advisors | 16.7K | $499.6K | — | Held |
| Icon Wealth Advisors, LLC | 16.4K | $491K | — | Held |
| Avantra Family Wealth, Inc. | 13.8K | $413.3K | — | Held |
| Eaton Financial Holdings Company, LLC | 12.2K | $363.2K | — | Held |
| Moors & Cabot, Inc. | 11.8K | $351K | — | Held |
| Ausdal Financial Partners, Inc. | 11.7K | $350.4K | — | Held |
| Keystone Financial Group | 11.6K | $347.8K | — | Held |
| World Investment Advisors | 11.3K | $337.6K | — | Held |
| ARMSTRONG ADVISORY GROUP, INC | 11.2K | $333.2K | — | Held |
| Steward Partners Investment Advisory, LLC | 11K | $328.2K | — | Held |
| CAP Partners, LLC | 10.1K | $302.8K | — | Held |
| Arax Advisory Partners | 11.3K | $297.8K | — | Held |
| High Falls Advisors, Inc | 9.45K | $282.2K | — | Held |
| Vision Retirement, LLC | 9.43K | $281.5K | — | Held |
| JANE STREET GROUP, LLC | 8.6K | $256.8K | — | Held |
| Transamerica Financial Advisors, LLC | 8.57K | $255.8K | — | Held |
| SigFig Wealth Management, LLC | 8.14K | $243.2K | — | Held |
| LOCKERMAN FINANCIAL GROUP, INC. | 7.94K | $237.1K | — | Held |
| Synergy Investment Management, LLC | 7.25K | $216.4K | — | Held |
| GeoWealth Management, LLC | 6.94K | $207.2K | — | Held |
| Luminist Capital LLC | 6.41K | $191.3K | — | Held |
| AE Wealth Management LLC | 5.1K | $152.4K | — | Held |
| Sunrise Financial Services, LLC | 5.07K | $151.5K | — | Held |
| Kestra Advisory Services, LLC | 3.64K | $108.7K | — | Held |
| COMERICA BANK | 3K | $89.7K | — | Held |
| Global Retirement Partners, LLC | 2.2K | $65.7K | — | Held |
| PRIVATE TRUST CO NA | 2.1K | $62.8K | — | Held |
| BlackRock, Inc. | 1.65K | $49.2K | — | Held |
| SageView Advisory Group, LLC | 1.18K | $35.3K | — | Held |
| IFP Advisors, Inc | 1.18K | $35.2K | −$601 | Cut−$8.62K |
| Larson Financial Group LLC | 1K | $29.9K | — | Held |
| Rockefeller Capital Management L.P. | 755 | $22.6K | — | Held |
| ROYAL BANK OF CANADA | 738 | $22K | — | Held |
| LGT Financial Advisors LLC | 700 | $20.9K | — | Held |
| WELLS FARGO & COMPANY/MN | 619 | $18.5K | — | Held |
| TUCKER ASSET MANAGEMENT LLC | 554 | $16.5K | — | New |
| Farther Finance Advisors, LLC | 348 | $10.4K | — | Held |
| Colonial Trust Co / SC | 334 | $9.97K | — | Held |
| Rossby Financial, LCC | 316 | $9.44K | — | Held |
| Sunbelt Securities, Inc. | 270 | $8.07K | — | Held |
| Golden State Wealth Management, LLC | 242 | $7.25K | — | Held |
| Aptus Capital Advisors, LLC | 75 | $2.24K | — | Held |
| PARK AVENUE SECURITIES LLC | 73.7K | $2.2K | — | Held |
| CoreCap Advisors, LLC | 13 | $388 | — | Held |
| WEDBUSH SECURITIES INC | 6.9K | $206 | — | Held |
| CWM, LLC | 20 | $1 | — | Held |
| HANTZ FINANCIAL SERVICES, INC. | 7 | $0 | — | Held |