| LBMC INVESTMENT ADVISORS, LLC | 1.57M | $35.1M | — | Held |
| Federation des caisses Desjardins du Quebec | 921.3K | $20.6M | — | Held |
| LPL Financial LLC | 913.8K | $20.4M | — | Held |
| WELLS FARGO & COMPANY/MN | 822K | $18.3M | — | Held |
| OSAIC HOLDINGS, INC. | 698K | $15.6M | — | Held |
| Keeler Thomas Management LLC | 438.9K | $9.8M | — | Held |
| HighTower Advisors, LLC | 384.7K | $8.59M | — | Held |
| Commonwealth Financial Services, LLC | 362.7K | $8.09M | — | Held |
| Mutual Advisors, LLC | 325.7K | $7.27M | — | Held |
| OLD MISSION CAPITAL LLC | 313.7K | $7M | — | Held |
| RAYMOND JAMES FINANCIAL INC | 276.6K | $6.17M | — | Held |
| Cetera Investment Advisers | 260.5K | $5.81M | — | Held |
| ROYAL BANK OF CANADA | 251.7K | $5.62M | — | Held |
| BANK OF AMERICA CORP /DE/ | 249.4K | $5.57M | −$40.2K | Added$254.2K |
| J.W. COLE ADVISORS, INC. | 212.6K | $4.75M | — | Held |
| UBS Group AG | 210.5K | $4.7M | — | Held |
| Mid-American Wealth Advisory Group, Inc. | 208.9K | $4.66M | — | Held |
| MORGAN STANLEY | 192.3K | $4.29M | −$32.7K | Cut−$685.9K |
| Hurley Capital, LLC | 187.7K | $4.19M | — | Held |
| Ironwood Financial, llc | 154.5K | $3.45M | — | Held |
| NewEdge Advisors, LLC | 152.9K | $3.41M | — | Held |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 120.8K | $2.7M | — | Held |
| Straight Path Wealth Management | 116.7K | $2.61M | — | Held |
| EIGHT 31 FINANCIAL, LLC | 106.2K | $2.37M | — | Held |
| EVEXIA WEALTH LLC | 100K | $2.24M | — | Held |
| Lido Advisors, LLC | 93.2K | $2.1M | — | Held |
| Carr Financial Group Corp | 87K | $1.94M | — | Held |
| Penobscot Investment Management Company, Inc. | 83.4K | $1.86M | — | Held |
| Advisory Services Network, LLC | 81.5K | $1.82M | — | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | 76.5K | $1.71M | — | Held |
| Integrated Wealth Concepts LLC | 72.1K | $1.61M | — | Held |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 63K | $1.41M | — | Held |
| Centennial Advisors, LLC | 59.9K | $1.34M | — | Held |
| BridgePort Financial Solutions, LLC | 56.3K | $1.26M | — | Held |
| Rialto Wealth Management, LLC | 55K | $1.23M | — | Held |
| BlackRock, Inc. | 53.2K | $1.19M | — | Held |
| IFP Advisors, Inc | 51K | $1.14M | −$8.49K | Added$15.1K |
| REBALANCE, LLC | 49.9K | $1.11M | — | Held |
| MERCER GLOBAL ADVISORS INC /ADV | 44.1K | $983.6K | — | Held |
| AE Wealth Management LLC | 44K | $983K | — | Held |
| FOCUSED ALPHA, LLC | 40.1K | $896K | — | Held |
| EP Wealth Advisors, LLC | 39.3K | $877.7K | — | Held |
| Tempus Wealth Planning, LLC | 38.6K | $861.8K | — | Held |
| THREADGILL FINANCIAL, LLC | 13.4K | $861.1K | — | Held |
| WRAPMANAGER INC | 37K | $825.2K | — | Held |
| Sightline Wealth Advisors, LLC | 36.1K | $805.9K | — | Held |
| HEADINVEST, LLC | 36K | $804.6K | — | Held |
| Stratos Wealth Partners, LTD. | 34.4K | $768.4K | — | Held |
| Heartland Bank & Trust Co | 33.4K | $746.2K | — | Held |
| Private Advisor Group, LLC | 32.2K | $718.4K | — | Held |
| Parallel Advisors, LLC | 32.2K | $718.1K | — | Held |
| Timber Creek Capital Management LLC | 30.9K | $689.6K | — | Held |
| Austin Private Wealth, LLC | 30.4K | $678.6K | — | Held |
| Klaas Financial Asset Advisors, LLC | 25.3K | $564.7K | — | Held |
| Global Retirement Partners, LLC | 25.2K | $563.1K | — | Held |
| Kastel Capital Advisors, LLC | 24.8K | $552.7K | — | Held |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 23.5K | $523.7K | — | Held |
| Creative Planning | 23.2K | $517.1K | — | Held |
| GREAT VALLEY ADVISOR GROUP, INC. | 22.9K | $510.5K | — | Held |
| Freestone Capital Holdings, LLC | 21.6K | $481.2K | — | Held |
| Guidance Point Advisors, LLC | 21.5K | $480.7K | — | Held |
| Landing Point Financial Group, LLC | 20.8K | $464.5K | — | Held |
| Aspen Wealth Management LLC | 20.5K | $456.5K | — | Held |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | 19.3K | $428.9K | — | Held |
| Walser Wealth Management Company, A Ltd Liability Co | 18.6K | $414.2K | — | Held |
| COWA, LLC | 17.6K | $393.9K | — | Held |
| Hobbs Group Advisors, LLC | 17.2K | $383.3K | — | Held |
| Belpointe Asset Management LLC | 16.8K | $375.6K | — | Held |
| LITTLEJOHN FINANCIAL SERVICES, INC. | 16.7K | $373.3K | — | Held |
| CAPTRUST FINANCIAL ADVISORS | 16.5K | $367.6K | — | Held |
| Spire Wealth Management | 16.4K | $366.3K | — | Held |
| Boreal Capital Management LLC | 0 | $366K | — | Cut−$2.79K |
| Baird Financial Group, Inc. | 15.8K | $351.6K | — | Held |
| STIFEL FINANCIAL CORP | 15.7K | $350.3K | — | Held |
| Mayflower Financial Advisors, LLC | 15.7K | $349.6K | — | Held |
| Orion Capital Management LLC | 14K | $312.5K | — | Held |
| TFR Capital, LLC. | 13.7K | $306.5K | — | Held |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 13.4K | $299.2K | — | Held |
| Focus Partners Wealth | 13.4K | $298.6K | — | Held |
| Pure Financial Advisors, LLC | 13.1K | $292.5K | — | Held |
| Madden Advisory Services, Inc. | 11K | $245.3K | — | Held |
| World Investment Advisors | 10.9K | $244K | — | Held |
| Windsor Capital Management, LLC | 10.9K | $243.3K | — | Held |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10.9K | $242.5K | — | Held |
| High Note Wealth, LLC | 10.7K | $239.1K | — | Held |
| Ashton Thomas Private Wealth, LLC | 10.3K | $231K | — | Held |
| Quantinno Capital Management LP | 10.3K | $231K | — | Held |
| High Falls Advisors, Inc | 10.2K | $228.7K | — | Held |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 10K | $223.2K | — | Held |
| LEVEL FOUR ADVISORY SERVICES, LLC | 9.19K | $205K | — | Held |
| TABLEAUX LLC | 9.09K | $203K | — | Held |
| LIBERTY WEALTH MANAGEMENT LLC | 8.98K | $200.3K | — | Held |
| Friedenthal Financial | 7.42K | $165.7K | — | Held |
| GAMMA Investing LLC | 7.25K | $161.8K | — | Held |
| COMERICA BANK | 6.06K | $135.2K | — | Held |
| 10Elms LLP | 5.26K | $117.3K | — | Held |
| NATIONAL BANK OF CANADA /FI/ | 5.23K | $116.7K | — | Held |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4.45K | $99.2K | — | Held |
| Kestra Advisory Services, LLC | 4.18K | $93.2K | — | Held |
| CNB Bank | 2.29K | $51.2K | — | Held |
| Newbridge Financial Services Group, Inc. | 1.58K | $35.3K | — | Held |
| Steward Partners Investment Advisory, LLC | 888 | $19.8K | — | Held |
| Blue Trust, Inc. | 871 | $19.4K | — | Held |
| Moisand Fitzgerald Tamayo, LLC | 800 | $17.9K | — | Held |
| HM PAYSON & CO | 444 | $9.91K | — | Held |
| VSM Wealth Advisory, LLC | 398 | $8.88K | — | Held |
| Farther Finance Advisors, LLC | 294 | $6.56K | — | Held |
| Cherry Tree Wealth Management, LLC | 225 | $5.02K | — | Held |
| Fidelity | 74 | $1.66K | — | Held |
| HARBOUR INVESTMENTS, INC. | 71 | $1.58K | — | Held |
| Cambridge Investment Research Advisors, Inc. | 66.8K | $1.49K | — | Held |
| Thrivent Financial for Lutherans | 29.7K | $664 | — | Held |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 21.7K | $483 | — | Held |
| CWM, LLC | 1.84K | $41 | — | Held |
| Avion Wealth | 1.61K | $36 | — | Held |
| CX Institutional | 920 | $21 | — | Held |
| HAZLETT, BURT & WATSON, INC. | 795 | $18 | — | Held |