| Aptus Capital Advisors, LLC | 7.26M | $153.6M | — | Held |
| MORGAN STANLEY | 4.68M | $98.9M | −$282.3K | Added$13.3M |
| BANK OF AMERICA CORP /DE/ | 4.18M | $88.5M | −$254.8K | Added$11.2M |
| Capital Investment Advisors, LLC | 3.65M | $77.1M | — | Held |
| CAPITAL ADVISORS INC/OK | 3.09M | $65.3M | — | Held |
| Venture Visionary Partners LLC | 2.64M | $56.3M | — | Held |
| RAYMOND JAMES FINANCIAL INC | 2.54M | $53.7M | — | Held |
| WELLS FARGO & COMPANY/MN | 2.28M | $48.3M | — | Held |
| AMERIPRISE FINANCIAL INC | 2.22M | $46.8M | — | Held |
| Sarver Vrooman Wealth Advisors | 2.19M | $46.2M | — | Held |
| ROYAL BANK OF CANADA | 1.95M | $41.2M | — | Held |
| MERCER GLOBAL ADVISORS INC /ADV | 1.94M | $41.1M | — | Held |
| Summit Financial, LLC | 1.83M | $38.6M | — | Held |
| SIGMA INVESTMENT COUNSELORS INC | 1.75M | $37.1M | — | Held |
| UBS Group AG | 1.67M | $35.2M | — | Held |
| Advisors Capital Management, LLC | 1.66M | $35.2M | — | Held |
| Klingman & Associates, LLC | 1.58M | $33.4M | — | Held |
| SUMMITRY LLC | 1.55M | $32.8M | — | Held |
| HighTower Advisors, LLC | 1.21M | $25.6M | — | Held |
| NewEdge Advisors, LLC | 1.2M | $25.3M | — | Held |
| Sound View Wealth Advisors Group, LLC | 1.12M | $23.7M | — | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | 853.1K | $18M | — | Held |
| US BANCORP \DE\ | 848.8K | $18M | — | Held |
| WOODMONT INVESTMENT COUNSEL LLC | 814K | $17.2M | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 781.2K | $16.5M | −$52.6K | Added$559.9K |
| EP Wealth Advisors, LLC | 746.1K | $15.8M | — | Held |
| Lido Advisors, LLC | 712.1K | $15.1M | — | Held |
| Arrow Financial Corp | 703.8K | $14.9M | — | Held |
| MB, LEVIS & ASSOCIATES, LLC | 650.5K | $13.8M | — | Held |
| Rockefeller Capital Management L.P. | 621.3K | $13.1M | — | Held |
| Envision Financial Planning, LLC | 611.5K | $12.9M | — | Held |
| Mariner, LLC | 605.9K | $12.8M | — | Held |
| PFG Private Wealth Management, LLC | 599.8K | $12.7M | — | Held |
| LPL Financial LLC | 599K | $12.7M | — | Held |
| Ironwood Financial, llc | 545.3K | $11.5M | — | Held |
| Motley Fool Wealth Management, LLC | 482.7K | $10.2M | — | Held |
| Probity Advisors, Inc. | 476.6K | $10.1M | — | Held |
| Parkway Wealth Management Group, LLC | 437.7K | $9.26M | — | Held |
| Commonwealth Financial Services, LLC | 426.9K | $9.03M | — | Held |
| Guidance Point Advisors, LLC | 407.8K | $8.62M | — | Held |
| TRUIST FINANCIAL CORP | 404.4K | $8.55M | — | Held |
| Howland Capital Management LLC | 403.3K | $8.53M | — | Held |
| Atlantic Union Bankshares Corp | 387.5K | $8.19M | — | Held |
| Snowden Capital Advisors LLC | 368.2K | $7.79M | — | Held |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 332.3K | $7.03M | — | Held |
| LYELL WEALTH MANAGEMENT, LP | 332.3K | $7.03M | — | Held |
| MOSELEY INVESTMENT MANAGEMENT INC | 331.6K | $7.01M | — | Held |
| Kestra Advisory Services, LLC | 322.6K | $6.82M | — | Held |
| First National Trust Co | 322K | $6.81M | — | Held |
| Glenview Trust Co | 302.4K | $6.4M | — | Held |
| COWA, LLC | 311.6K | $6.18M | — | Held |
| Parallel Advisors, LLC | 286.9K | $6.07M | — | Held |
| Cheviot Value Management, LLC | 280.3K | $5.94M | — | Held |
| HANCOCK WHITNEY CORP | 274.7K | $5.81M | — | Held |
| Praetorian Wealth Management, Inc. | 269K | $5.69M | — | Held |
| Krilogy Financial LLC | 264.1K | $5.59M | — | Held |
| 4Thought Financial Group Inc. | 245.5K | $5.19M | — | Held |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 236.8K | $5.01M | — | Held |
| STIFEL FINANCIAL CORP | 235.2K | $4.97M | — | Held |
| Keeler Thomas Management LLC | 224.8K | $4.75M | — | Held |
| OSAIC HOLDINGS, INC. | 222.8K | $4.71M | — | Held |
| ENVESTNET ASSET MANAGEMENT INC | 217.1K | $4.59M | — | Held |
| Wilkins Miller Wealth Management, LLC | 216.4K | $4.58M | — | Held |
| BENJAMIN EDWARDS INC | 211.2K | $4.47M | — | Held |
| Signature Wealth Management Group | 211.1K | $4.46M | — | Held |
| OneDigital Investment Advisors LLC | 211.1K | $4.46M | — | Held |
| Winthrop Partners - WNY, LLC | 203.2K | $4.3M | — | Held |
| Beaumont Asset Management, L.L.C. | 202.1K | $4.27M | — | Held |
| Clearstead Advisors, LLC | 186.2K | $3.94M | — | Held |
| NEUBERGER BERMAN GROUP LLC | 164.3K | $3.47M | — | Held |
| PRECEDENT WEALTH PARTNERS, LLC | 163.6K | $3.46M | — | Held |
| Whalen Wealth Management Inc. | 161.5K | $3.42M | — | Held |
| ADIRONDACK TRUST CO | 155.3K | $3.28M | — | Held |
| Sanctuary Advisors, LLC | 153.1K | $3.24M | — | New |
| MCF Advisors LLC | 152.4K | $3.22M | — | Held |
| Houlihan Financial Resource Group, Ltd. | 152.2K | $3.22M | — | Held |
| Rossmore Private Capital | 149.1K | $3.15M | — | Held |
| Cetera Investment Advisers | 140.1K | $2.96M | — | Held |
| Beacon Pointe Advisors, LLC | 132.1K | $2.79M | — | Held |
| Stratos Wealth Partners, LTD. | 128.4K | $2.72M | — | Held |
| Marathon Mission, Inc. | 127.6K | $2.7M | — | Held |
| IFP Advisors, Inc | 122.5K | $2.59M | −$3K | Added$1.68M |
| CENTRAL TRUST Co | 121K | $2.56M | — | Held |
| Quantum Financial Advisors, LLC | 115.6K | $2.44M | — | Held |
| Archford Capital Strategies, LLC | 111.3K | $2.35M | — | Held |
| Stonebrook Private Inc. | 110.9K | $2.34M | — | Held |
| Wealthstar Advisors, LLC | 109.5K | $2.32M | — | Held |
| FULTON BREAKEFIELD BROENNIMAN LLC | 108.6K | $2.3M | — | Held |
| Citadel | 105.8K | $2.24M | — | Held |
| Atria Investments, Inc | 105.6K | $2.23M | — | Held |
| Valmark Advisers, Inc. | 98.1K | $2.08M | — | Held |
| Segment Wealth Management, LLC | 91.6K | $1.94M | — | Held |
| WRAPMANAGER INC | 90.6K | $1.92M | — | Held |
| HAMEL ASSOCIATES, INC. | 85K | $1.8M | — | Held |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 84K | $1.78M | — | Held |
| LBMC INVESTMENT ADVISORS, LLC | 81.9K | $1.73M | — | Held |
| JONES FINANCIAL COMPANIES LLLP | 81.5K | $1.72M | — | Held |
| Chesley Taft & Associates LLC | 79.7K | $1.69M | — | Held |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 79.7K | $1.69M | — | Held |
| Belpointe Asset Management LLC | 79.2K | $1.68M | — | Held |
| REDW Wealth LLC | 78.9K | $1.67M | — | Held |
| Associated Banc-Corp | 78.3K | $1.66M | — | Held |
| DRIVE WEALTH MANAGEMENT, LLC | 74.7K | $1.58M | — | Held |
| COLDSTREAM CAPITAL MANAGEMENT INC | 73.8K | $1.56M | — | Held |
| Meridian Wealth Management, LLC | 72.1K | $1.52M | — | Held |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 71.8K | $1.52M | — | Held |
| BEACON FINANCIAL GROUP | 71.2K | $1.51M | — | Held |
| Global Retirement Partners, LLC | 70.5K | $1.49M | — | Held |
| McGlone Suttner Wealth Management, Inc. | 69K | $1.46M | — | Held |
| J.W. COLE ADVISORS, INC. | 67.6K | $1.43M | — | Held |
| NovaPoint Capital, LLC | 64.3K | $1.36M | — | Held |
| Freestone Capital Holdings, LLC | 63.2K | $1.34M | — | Held |
| Paradigm, Strategies in Wealth Management, LLC | 62.6K | $1.32M | — | Held |
| Laurel Wealth Advisors LLC | 62.5K | $1.32M | — | Held |
| Penobscot Investment Management Company, Inc. | 60.8K | $1.29M | — | Held |
| Camelot Portfolios, LLC | 58.9K | $1.25M | — | Held |
| Bank of New Hampshire | 54K | $1.14M | — | Held |
| Walleye Partners, LLC | 53.9K | $1.14M | — | Held |
| Cherry Tree Wealth Management, LLC | 52.7K | $1.12M | — | Held |
| NAPLES GLOBAL ADVISORS, LLC | 52.3K | $1.11M | — | Held |
| Breachway Investments LLC | 52K | $1.1M | — | Held |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 52K | $1.1M | — | Held |
| LITTLE HOUSE CAPITAL LLC | 51K | $1.08M | — | Held |
| Newman Dignan & Sheerar, Inc. | 47.9K | $1.01M | — | Held |
| OPPENHEIMER & CO INC | 47.2K | $999.3K | — | Held |
| Montecito Bank & Trust | 47.1K | $996.3K | — | Held |
| Gilbert & Cook, Inc. | 46.7K | $988.6K | — | Held |
| Creative Planning | 46.6K | $986.5K | — | Held |
| ROMANO BROTHERS AND COMPANY | 45.5K | $962.9K | — | Held |
| Leo Wealth, LLC | 44.7K | $946.2K | — | Held |
| CAPTRUST FINANCIAL ADVISORS | 44.6K | $943.4K | — | Held |
| Farmers National Bank | 44.1K | $932K | −$3.03K | Added$12.3K |
| Integrated Wealth Concepts LLC | 42K | $888.8K | — | Held |
| MEMBERS WEALTH LLC | 41.9K | $887.2K | — | Held |
| Resonant Capital Advisors, LLC | 41K | $867.6K | — | Held |
| Gradient Capital Advisors, LLC | 40.8K | $862.9K | — | Held |
| SONATA CAPITAL GROUP INC | 39.1K | $826.3K | — | Held |
| Sowell Financial Services LLC | 38.6K | $817K | — | Held |
| FourThought Financial Partners, LLC | 37.9K | $800.8K | — | Held |
| Private Advisor Group, LLC | 36.3K | $767.4K | — | Held |
| Jefferson Bridge Capital, LLC | 34.8K | $735.6K | — | Held |
| Jacobi Capital Management LLC | 34.7K | $734.1K | — | Held |
| Merit Financial Group, LLC | 34.4K | $728.1K | — | Held |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 33.2K | $701.9K | — | Held |
| Koesten, Hirschmann & Crabtree, INC. | 32.8K | $693.2K | — | Held |
| Yoder Wealth Management, Inc. | 32.7K | $691.9K | — | Held |
| Focus Partners Wealth | 32.6K | $689.1K | — | Held |
| MONECO ADVISORS, LLC | 32.5K | $687.4K | — | Held |
| Composition Wealth, LLC | 30.8K | $651K | — | Held |
| COMERICA BANK | 30.5K | $645K | — | Held |
| CGN Advisors LLC | 30.4K | $642.6K | — | Held |
| DecisionMap Wealth Management, LLC | 30.4K | $642.4K | — | Held |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 30K | $635.3K | — | Held |
| LifePlan Financial, LLC | 29.7K | $629K | — | Held |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 29.3K | $620.6K | — | Held |
| EVEXIA WEALTH LLC | 29.2K | $618.6K | — | Held |
| NESTEGG ADVISORS, INC. | 26.8K | $566.3K | — | Held |
| Summit Wealth Partners, LLC | 26.5K | $560.8K | — | Held |
| CFO CAPITAL MANAGEMENT LLC | 26.4K | $557.8K | — | Held |
| Crews Bank & Trust | 26K | $549.7K | — | Held |
| Dorsey & Whitney Trust CO LLC | 25K | $528.8K | — | Held |
| Stokes Family Office, LLC | 24.7K | $523K | — | Held |
| SPINNAKER TRUST | 24.7K | $521.9K | — | Held |
| StoneX Group Inc. | 24.2K | $512.5K | — | Held |
| RVW Wealth, LLC | 23.7K | $500.9K | — | Held |
| SAX WEALTH ADVISORS, LLC | 23.4K | $494K | — | Held |
| Twin Cities Retirement Group LLC | 22.9K | $483.9K | — | Held |
| GREAT VALLEY ADVISOR GROUP, INC. | 22.7K | $479.8K | — | Held |
| Gryphon Financial Partners LLC | 22.7K | $479.2K | — | Held |
| 4J Wealth Management LLC | 22.3K | $470.8K | — | Held |
| 10Elms LLP | 22.2K | $469.5K | — | Held |
| Redwood Financial Network Corp | 21.5K | $453.9K | — | Held |
| American Money Management, LLC | 21K | $444.2K | — | Held |
| Clearstead Trust, LLC | 20.4K | $431.9K | — | Held |
| Ellis Investment Partners, LLC | 20.3K | $428.5K | — | Held |
| Advisory Services Network, LLC | 20.1K | $424.7K | — | Held |
| Lee Financial Co | 20K | $423K | — | Held |
| Mutual Advisors, LLC | 20K | $422.9K | — | Held |
| Greater Midwest Financial Group, LLC | 19.7K | $416.9K | — | Held |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 19.6K | $414.9K | — | Held |
| Sterling Investment Advisors, Ltd. | 19.4K | $410K | — | Held |
| XML Financial, LLC | 19.1K | $404.9K | — | Held |
| Godshalk Welsh Capital Management, Inc. | 19.1K | $402.9K | — | Held |
| Fortis Capital Management LLC | 18.8K | $397.5K | — | Held |
| Kovack Advisors, Inc. | 18.7K | $395.5K | — | Held |
| Brookstone Capital Management | 18K | $380.6K | — | Held |
| Farther Finance Advisors, LLC | 17.9K | $379.1K | — | Held |
| SIMON QUICK ADVISORS, LLC | 17.4K | $367.7K | — | Held |
| Madrid Wealth Management, LLC | 16.4K | $346.2K | — | Held |
| Passive Capital Management, LLC. | 15.7K | $332.5K | — | Held |
| First Interstate Bank | 15.6K | $330.6K | — | Held |
| Cornerstone Wealth Management, LLC | 15.5K | $327.8K | — | Held |
| Addison Advisors LLC | 15.4K | $325.7K | — | Held |
| KINTRA WEALTH, LLC | 14.9K | $316.2K | — | Held |
| Great Diamond Partners, LLC | 14.5K | $305.8K | — | Held |
| Foundation Wealth Management, LLC | 14.3K | $302.2K | — | Held |
| CARY STREET PARTNERS FINANCIAL LLC | 14.1K | $297.6K | — | Held |
| Reliant Wealth Planning | 13.5K | $285.5K | — | Held |
| Gilbert Capital Group, Inc. | 12.8K | $271.4K | −$821 | Added$22.7K |
| Gratus Wealth Advisors, LLC | 12.7K | $268.5K | — | Held |
| Accretive Wealth Partners, LLC | 12.3K | $259.4K | — | Held |
| MinichMacGregor Wealth Management, LLC | 12.2K | $258.2K | — | Held |
| Hyposwiss Advisors SA | 12.1K | $255.8K | — | Held |
| Chicago Partners Investment Group LLC | 11.9K | $252.5K | — | Held |
| Kesler, Norman & Wride, LLC | 11.9K | $251.9K | — | Held |
| LINCOLN CAPITAL CORP | 11.9K | $250.9K | — | Held |
| Journey Advisory Group, LLC | 11.8K | $249.6K | — | Held |
| Johnson Bixby & Associates, LLC | 11.7K | $248K | — | Held |
| Granite Harbor Advisors, Inc. | 11.5K | $244.2K | — | Held |
| NWAM LLC | 11.1K | $235.2K | −$1.47K | Added$1.12K |
| HANOVER ADVISORS INC | 10.9K | $230.6K | — | Held |
| MML INVESTORS SERVICES, LLC | 10.7K | $226.1K | — | Held |
| Van Hulzen Asset Management, LLC | 10.5K | $221.3K | — | Held |
| SCOTIA CAPITAL INC. | 10K | $211.5K | — | Held |
| GTS SECURITIES LLC | 9.91K | $209.6K | — | Held |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 9.85K | $208.3K | — | Held |
| Koshinski Asset Management, Inc. | 9.78K | $206.7K | — | Held |
| DEARBORN PARTNERS LLC | 9.72K | $205.6K | — | Held |
| STAR Financial Bank | 9.61K | $203.2K | — | Held |
| Mendota Financial Group, LLC | 9.22K | $195K | — | Held |
| Princeton Global Asset Management LLC | 8.26K | $174.6K | — | Held |
| Trust Co | 8.18K | $173K | — | Held |
| Banque Cantonale Vaudoise | 7.16K | $151K | — | Held |
| Bogart Wealth, LLC | 6.29K | $133.1K | — | Held |
| Steward Partners Investment Advisory, LLC | 5.78K | $122.2K | — | Held |
| HARBOUR INVESTMENTS, INC. | 5.57K | $117.7K | — | Held |
| Pioneer Family Office, LLC | 4.74K | $100.3K | — | Held |
| MidFirst Bank | 4.35K | $92.1K | — | Held |
| Fidelity | 4.35K | $92K | — | Held |
| Boreal Capital Management LLC | 0 | $84.6K | — | Cut−$280 |
| CNB Bank | 3.76K | $79.5K | — | Held |
| Wilmington Savings Fund Society, FSB | 3.75K | $79.3K | — | Held |
| BOKF, NA | 3.25K | $68.7K | — | Held |
| HARBOR INVESTMENT ADVISORY, LLC | 3.06K | $64.8K | — | Held |
| Provenance Wealth Advisors, LLC | 2.43K | $51.5K | — | Held |
| BARRETT & COMPANY, INC. | 2.19K | $46.3K | — | Held |
| Larson Financial Group LLC | 2K | $42.2K | — | Held |
| Allworth Financial LP | 1.65K | $35K | −$115 | Cut−$49.5K |
| PRIVATE TRUST CO NA | 1.64K | $34.6K | — | Held |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 1.27K | $26.9K | — | Held |
| Ancora Advisors LLC | 1.2K | $25.3K | — | Held |
| MASECO LLP | 960 | $20.3K | — | Held |
| AE Wealth Management LLC | 836 | $17.7K | — | Held |
| Key Financial Inc | 780 | $16.5K | — | Held |
| BANK OF MONTREAL /CAN/ | 711 | $15K | — | Held |
| Rossby Financial, LCC | 538 | $11.4K | — | Held |
| Janney Montgomery Scott LLC | 446.3K | $9.44K | — | Held |
| Bank of Jackson Hole Trust | 272 | $5.75K | — | Held |
| Peloton Wealth Strategists | 246.3K | $5.21K | — | Held |
| CWM, LLC | 170.1K | $3.6K | — | Held |