| LPL Financial LLC | 1.32M | $89.6M | — | Held |
| Cetera Investment Advisers | 488.8K | $33.3M | — | Held |
| LANDAAS & CO /WI /ADV | 444K | $30.2M | — | Held |
| RAYMOND JAMES FINANCIAL INC | 437.6K | $29.8M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 370.2K | $25.2M | $910.7K | Added$699.3K |
| BANK OF AMERICA CORP /DE/ | 359.3K | $24.5M | $807.6K | Added$2.92M |
| ENVESTNET ASSET MANAGEMENT INC | 340.8K | $23.2M | — | Held |
| GREAT VALLEY ADVISOR GROUP, INC. | 329.9K | $22.5M | — | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | 296.8K | $20.2M | — | Held |
| PARK NATIONAL CORP /OH/ | 295.4K | $20.1M | — | Held |
| MORGAN STANLEY | 266K | $18.1M | −$6 | Added$18.1M |
| MML INVESTORS SERVICES, LLC | 248.1K | $16.9M | — | Held |
| Planned Solutions, Inc. | 235.3K | $16M | — | Held |
| ARQ WEALTH ADVISORS, LLC | 223.1K | $15.2M | — | Held |
| STIFEL FINANCIAL CORP | 205.8K | $14M | — | Held |
| B&D White Capital Company, LLC | 203K | $13.8M | — | Held |
| OSAIC HOLDINGS, INC. | 187.5K | $12.8M | — | Held |
| GOLDMAN SACHS GROUP INC | 187.2K | $12.7M | — | Held |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 168.2K | $11.5M | — | Held |
| HighTower Advisors, LLC | 158.4K | $10.8M | — | Held |
| D'Orazio & Associates, Inc. | 152.4K | $10.4M | — | Held |
| Lakeshore Capital Group, Inc. | 105.3K | $7.17M | — | Held |
| PRINCIPAL SECURITIES, INC. | 99.5K | $6.77M | — | Held |
| CGN Advisors LLC | 86.9K | $5.92M | — | Held |
| Keystone Global Partners, LLC | 85.8K | $5.84M | — | Held |
| FIRST TRUST ADVISORS LP | 77.4K | $5.27M | — | Held |
| Marshall & Sterling Wealth Advisors Inc. | 67.5K | $4.59M | — | Held |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 62.4K | $4.25M | — | Held |
| GW HENSSLER & ASSOCIATES LTD | 60K | $4.09M | — | New |
| OPTIMA CAPITAL LLC | 58.9K | $4.01M | — | Held |
| Milestones Private Investment Advisors LLC | 58K | $3.95M | — | Held |
| WJ Wealth Management, LLC | 56.3K | $3.83M | — | Held |
| Merit Financial Group, LLC | 55.7K | $3.79M | — | Held |
| TRUIST FINANCIAL CORP | 51K | $3.47M | — | Held |
| WIN ADVISORS, INC | 48.3K | $3.29M | — | Held |
| Gilbert Capital Group, Inc. | 40.7K | $2.77M | — | New |
| Equitable Holdings, Inc. | 39.5K | $2.69M | — | Held |
| Kestra Advisory Services, LLC | 36.3K | $2.47M | — | Held |
| Certified Advisory Corp | 35.7K | $2.43M | — | Held |
| Stonebridge Wealth Management, LLC | 29.9K | $2.04M | — | Held |
| CALTON & ASSOCIATES, INC. | 27.7K | $1.89M | — | Held |
| UPTICK PARTNERS, LLC | 25.2K | $1.72M | — | Held |
| LongView Wealth Management | 23.8K | $1.67M | — | Held |
| Cedar Wealth Management, LLC | 24.4K | $1.66M | — | Held |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 20.7K | $1.41M | — | Held |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 20.4K | $1.39M | — | Held |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 19.6K | $1.33M | — | Held |
| ADAPT WEALTH ADVISORS, LLC | 19K | $1.29M | — | Held |
| Dynamic Advisor Solutions LLC | 18.8K | $1.28M | — | Held |
| Sonoma Allocations LLC | 16.3K | $1.14M | — | Held |
| Disciplined Investments, LLC | 16.8K | $1.14M | — | Held |
| Keating Financial Advisory Services, Inc. | 14.3K | $974K | — | Held |
| Saxony Capital Management, LLC | 12.7K | $862.4K | — | Held |
| Spire Wealth Management | 11.8K | $804.7K | — | Held |
| Golden State Wealth Management, LLC | 11.1K | $752.6K | — | Held |
| Stratos Wealth Advisors, LLC | 10.4K | $706.8K | — | Held |
| CIBC WORLD MARKET INC. | 10.3K | $699.4K | — | Held |
| Breakwater Capital Group | 9.12K | $621.2K | — | Held |
| KEYVANTAGE WEALTH, LLC | 9K | $612.7K | — | Held |
| Archer Investment Management, LLC | 8.77K | $597K | — | Held |
| TWO SIGMA SECURITIES, LLC | 7.88K | $536.3K | — | Held |
| Nova Wealth Management, Inc. | 7.77K | $529.2K | — | Held |
| FLAGSHIP WEALTH ADVISORS, LLC | 7.5K | $510.8K | — | Held |
| Kingsview Wealth Management, LLC | 7.45K | $507.2K | — | Held |
| FISCHER INVESTMENT STRATEGIES, LLC | 7.42K | $505.6K | — | Held |
| MKT Advisors LLC | 7.24K | $500.9K | — | Held |
| Compound Planning, Inc. | 6.94K | $472.6K | — | Held |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6.93K | $472.3K | — | Held |
| HARBOUR INVESTMENTS, INC. | 6.54K | $445.1K | — | Held |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6.34K | $444.7K | — | Held |
| KANE INVESTMENT MANAGEMENT, INC. | 6.27K | $426.8K | — | Held |
| Corient Private Wealth LLC | 6K | $408.6K | — | Held |
| Bank of New York Mellon Corp | 5.93K | $403.8K | — | Held |
| Creative Planning | 5.76K | $392.3K | — | Held |
| GWN SECURITIES INC. | 5.52K | $375.9K | — | Held |
| Csenge Advisory Group | 4.93K | $336.1K | — | Held |
| Icahn Capital | 4.49K | $305.6K | — | Held |
| JPMORGAN CHASE & CO | 4.33K | $294.7K | — | Held |
| Prospera Financial Services Inc | 4.13K | $281K | — | Held |
| Focus Partners Advisor Solutions, LLC | 4.04K | $275.3K | — | Held |
| D.A. DAVIDSON & CO. | 3.87K | $263.5K | — | Held |
| Key Client Fiduciary Advisors, LLC | 3.73K | $253.7K | — | Held |
| Global Retirement Partners, LLC | 3.16K | $215.4K | — | Held |
| Trexquant Investment LP | 3.1K | $211.3K | — | Held |
| NewEdge Advisors, LLC | 2.45K | $166.6K | — | Held |
| Wagner Wealth Management, LLC | 2.29K | $155.8K | — | Held |
| UBS Group AG | 2.24K | $152.4K | — | Held |
| Fidelity | 1.85K | $125.9K | — | Held |
| Comprehensive Financial Planning, Inc./PA | 1.82K | $123.7K | — | Held |
| WELLS FARGO & COMPANY/MN | 1.67K | $113.4K | — | Held |
| Larson Financial Group LLC | 1.43K | $97.6K | — | Held |
| Bogart Wealth, LLC | 1.2K | $81.7K | — | Held |
| High Note Wealth, LLC | 1.13K | $76.7K | — | Held |
| BANK OF MONTREAL /CAN/ | 973 | $66.2K | — | Held |
| ASSETMARK, INC | 618 | $42.1K | — | Held |
| Sankala Group LLC | 561 | $38.1K | — | Held |
| Cambridge Investment Research Advisors, Inc. | 529.6K | $36.1K | — | Held |
| Steward Partners Investment Advisory, LLC | 500 | $34K | — | Held |
| Allworth Financial LP | 488 | $33.2K | — | New |
| TD Capital Management LLC | 340 | $23.2K | — | Held |
| ROYAL BANK OF CANADA | 241 | $16K | — | Held |
| VALLEY NATIONAL ADVISERS INC | 230.2K | $15.7K | — | Held |
| Glass Jacobson Investment Advisors llc | 159 | $10.8K | — | Held |
| Capital Analysts, LLC | 158.5K | $10.8K | — | Held |
| Olde Wealth Management, LLC | 147.7K | $10.1K | — | Held |
| COMERICA BANK | 109 | $7.42K | — | Held |
| FIFTH THIRD BANCORP | 78 | $5.31K | — | Held |
| Farther Finance Advisors, LLC | 75 | $5.11K | — | Held |
| Trust Co | 51 | $3.47K | — | Held |
| Aptus Capital Advisors, LLC | 44 | $3K | — | Held |
| LaSalle St. Investment Advisors, LLC | 21.9K | $1.49K | — | Held |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 19.8K | $1.35K | — | Held |
| Newbridge Financial Services Group, Inc. | 18 | $1.23K | — | Held |
| Concord Wealth Partners | 17 | $1.17K | — | Held |
| JNBA Financial Advisors | 16 | $1.09K | — | Held |
| Rossby Financial, LCC | 12 | $817 | — | Held |
| MCGUIRE CAPITAL ADVISORS INC | 10 | $681 | — | Held |
| FLOW TRADERS U.S. LLC | 8.07K | $550 | — | Held |
| Janney Montgomery Scott LLC | 4.13K | $281 | — | Held |
| Ring Mountain Capital, LLC | 3.21K | $223 | — | Held |
| CWM, LLC | 661 | $45 | — | Held |
| Avion Wealth | 34 | $2 | — | Held |