| LBMC INVESTMENT ADVISORS, LLC | 1.35M | $31.9M | — | Held |
| MORGAN STANLEY | 1.31M | $30.9M | −$274.2K | Added$1.14M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.07M | $25.3M | — | Held |
| NewEdge Advisors, LLC | 883.8K | $20.9M | — | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | 577.2K | $13.6M | — | Held |
| Baltimore-Washington Financial Advisors, Inc. | 502.7K | $11.9M | — | Held |
| BANK OF AMERICA CORP /DE/ | 436.1K | $10.3M | −$72.9K | Added$2.4M |
| Keeler Thomas Management LLC | 399.5K | $9.44M | — | Held |
| Commonwealth Financial Services, LLC | 328.8K | $7.77M | — | Held |
| LPL Financial LLC | 273.1K | $6.45M | — | Held |
| LITTLEJOHN FINANCIAL SERVICES, INC. | 245.6K | $5.8M | — | Held |
| Stratos Wealth Partners, LTD. | 189.2K | $4.47M | — | Held |
| Delta Wealth Advisors LLC | 158.2K | $3.74M | — | Held |
| Bradley & Co. Private Wealth Management, LLC | 144.9K | $3.42M | — | Held |
| Straight Path Wealth Management | 110K | $2.6M | — | Held |
| RAYMOND JAMES FINANCIAL INC | 91.8K | $2.17M | — | Held |
| WELLS FARGO & COMPANY/MN | 90.7K | $2.14M | — | Held |
| Ironwood Financial, llc | 88.6K | $2.1M | — | Held |
| Integrated Wealth Concepts LLC | 87.3K | $2.06M | — | Held |
| UBS Group AG | 80K | $1.89M | — | Held |
| Lido Advisors, LLC | 74.9K | $1.79M | — | Held |
| Scissortail Wealth Management, LLC | 59.6K | $1.41M | — | Held |
| Sigma Planning Corp | 56.8K | $1.34M | — | Held |
| BlackRock, Inc. | 50.7K | $1.2M | — | Held |
| Beacon Pointe Advisors, LLC | 48.6K | $1.15M | — | Held |
| FOCUSED ALPHA, LLC | 37.5K | $885.5K | — | Held |
| ROYAL BANK OF CANADA | 37.3K | $882K | — | Held |
| Cyr Financial Inc. | 36.9K | $871.5K | — | Held |
| Cetera Investment Advisers | 35.8K | $846.4K | — | Held |
| WRAPMANAGER INC | 35K | $827K | — | Held |
| THREADGILL FINANCIAL, LLC | 9.03K | $704.5K | — | Held |
| INSIGNEO ADVISORY SERVICES, LLC | 29.2K | $691.1K | — | Held |
| ENVESTNET ASSET MANAGEMENT INC | 28.9K | $683.8K | — | Held |
| HEADINVEST, LLC | 27K | $637.5K | — | Held |
| MERCER GLOBAL ADVISORS INC /ADV | 26.7K | $630.9K | — | Held |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 24K | $567.2K | — | Held |
| Freestone Capital Holdings, LLC | 20.5K | $484.9K | — | Held |
| IFP Advisors, Inc | 20.5K | $484.9K | −$4.51K | Cut−$498K |
| Mutual Advisors, LLC | 19K | $450.1K | — | Held |
| Aspen Wealth Management LLC | 17.4K | $410.1K | — | Held |
| BridgePort Financial Solutions, LLC | 16.4K | $388.5K | — | Held |
| CAPTRUST FINANCIAL ADVISORS | 16.2K | $383.5K | — | Held |
| Hobbs Group Advisors, LLC | 16.2K | $382.9K | — | Held |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | 15.6K | $369K | — | Held |
| Penobscot Investment Management Company, Inc. | 13.4K | $317.8K | — | Held |
| Occidental Asset Management, LLC | 13.3K | $314.8K | — | Held |
| Spire Wealth Management | 12.5K | $296.5K | — | Held |
| Waverly Advisors, LLC | 12.3K | $290.2K | — | Held |
| Legacy Trust | 11.3K | $267.9K | — | Held |
| Austin Private Wealth, LLC | 10.3K | $244K | — | Held |
| Ameraudi Asset Management, Inc. | 9.61K | $227.1K | — | New |
| Snowden Capital Advisors LLC | 9.51K | $224.7K | — | Held |
| Ellis Investment Partners, LLC | 9.4K | $222.1K | — | Held |
| Global Retirement Partners, LLC | 9.26K | $218.7K | — | Held |
| McIlrath & Eck, LLC | 8.6K | $203.2K | — | Held |
| M3 Advisory Group, LLC | 8.56K | $202.2K | — | Held |
| Reliant Wealth Planning | 8.43K | $199.2K | — | Held |
| Alaska Permanent Capital Management, LLC | 6.77K | $159.4K | — | Held |
| Orion Capital Management LLC | 5K | $118.2K | — | Held |
| OSAIC HOLDINGS, INC. | 4.05K | $95.7K | — | Held |
| CNB Bank | 3.57K | $84.3K | — | Held |
| GAMMA Investing LLC | 2.75K | $65.1K | — | Held |
| High Note Wealth, LLC | 2.73K | $64.6K | — | Held |
| Cherry Tree Wealth Management, LLC | 2.02K | $47.7K | — | Held |
| BARRETT & COMPANY, INC. | 1.94K | $45.9K | — | Held |
| Blue Trust, Inc. | 826 | $19.5K | — | Held |
| Farther Finance Advisors, LLC | 699 | $16.5K | — | Held |
| Bogart Wealth, LLC | 634 | $15K | — | Held |
| 10Elms LLP | 551 | $13K | — | Held |
| HM PAYSON & CO | 446 | $10.5K | — | Held |
| HARBOUR INVESTMENTS, INC. | 67 | $1.58K | — | Held |
| Cambridge Investment Research Advisors, Inc. | 47.5K | $1.12K | — | Held |
| Thrivent Financial for Lutherans | 13.9K | $330 | — | Held |
| CWM, LLC | 902 | $21 | — | Held |
| HAZLETT, BURT & WATSON, INC. | 756 | $18 | — | Held |