| Financial Engines Advisors L.L.C. | 3.94M | $239.6M | — | Held |
| BANK OF AMERICA CORP /DE/ | 312.6K | $19M | $138K | Added$3.01M |
| NorthRock Partners, LLC | 95.2K | $5.79M | — | Held |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 58K | $3.53M | — | Held |
| LPL Financial LLC | 54.6K | $3.32M | — | Held |
| TWO SIGMA INVESTMENTS, LP | 44.7K | $2.72M | — | Held |
| Advisory Services Network, LLC | 40K | $2.44M | — | Held |
| Citadel | 38.4K | $2.34M | — | Held |
| GTS SECURITIES LLC | 37.9K | $2.3M | — | Held |
| Stonebridge Financial Planning Group, LLC | 37.2K | $2.26M | — | Held |
| SHEETS SMITH WEALTH MANAGEMENT | 35.3K | $2.15M | — | Held |
| OSAIC HOLDINGS, INC. | 29K | $1.77M | — | Held |
| RAYMOND JAMES FINANCIAL INC | 25.1K | $1.53M | — | Held |
| Sigma Planning Corp | 22.1K | $1.35M | — | Held |
| Ancora Advisors LLC | 21.6K | $1.32M | — | Held |
| AMERIPRISE FINANCIAL INC | 20K | $1.22M | — | Held |
| Austin Wealth Management, LLC | 17.8K | $1.1M | — | Held |
| Private Advisor Group, LLC | 15.5K | $946.1K | — | Held |
| Kestra Advisory Services, LLC | 15.3K | $929.1K | — | Held |
| GOLDMAN SACHS GROUP INC | 14.7K | $896.5K | — | Held |
| Mariner, LLC | 14.7K | $893.4K | — | Held |
| ROYAL BANK OF CANADA | 14.6K | $889K | — | Held |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 13.3K | $807.3K | — | Held |
| Cetera Investment Advisers | 12.4K | $755.8K | — | Held |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 12.2K | $744.5K | — | Held |
| Stratos Wealth Advisors, LLC | 12.2K | $742.4K | — | Held |
| PFG Investments, LLC | 11.8K | $715.8K | — | Held |
| BRASADA CAPITAL MANAGEMENT, LP | 10.8K | $651K | — | Held |
| United Advisor Group, LLC | 9.07K | $552.1K | — | Held |
| CERTUITY, LLC | 8.55K | $520.6K | — | Held |
| Prime Capital Investment Advisors, LLC | 7.92K | $482.2K | — | Held |
| Fiduciary Alliance LLC | 7.25K | $441.1K | — | Held |
| HighTower Advisors, LLC | 6.83K | $415.7K | — | Held |
| Fidelity | 6.63K | $403.4K | — | Held |
| Farther Finance Advisors, LLC | 5.33K | $324.4K | — | Held |
| Rehmann Capital Advisory Group | 5.18K | $315.2K | — | Held |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4.77K | $290.3K | — | Held |
| Creative Planning | 4.71K | $286.7K | — | Held |
| AE Wealth Management LLC | 4.49K | $273.6K | — | Held |
| Focus Partners Wealth | 4.48K | $272.6K | — | Held |
| SIGNET FINANCIAL MANAGEMENT, LLC | 4.13K | $251.7K | — | Held |
| Marshall Financial Group, LLC | 4.08K | $248.7K | — | Held |
| J.W. COLE ADVISORS, INC. | 4.25K | $241.8K | — | Held |
| RFG Advisory, LLC | 3.74K | $227.6K | — | Held |
| Baird Financial Group, Inc. | 3.36K | $204.4K | — | Held |
| ENVESTNET ASSET MANAGEMENT INC | 3.34K | $203.3K | — | Held |
| OpenArc Corporate Advisory, LLC | 3.31K | $201.8K | — | Held |
| MORGAN STANLEY | 2.92K | $177.8K | $1.54K | Added$272 |
| Clark Wealth Partners | 1.89K | $115.1K | $0 | Held |
| Tower Research Capital LLC (TRC) | 1.7K | $103.3K | — | Held |
| NewEdge Advisors, LLC | 1.69K | $102.9K | — | Held |
| Rockefeller Capital Management L.P. | 1.63K | $99.1K | — | Held |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 1.55K | $94.5K | — | Held |
| US BANCORP \DE\ | 1.41K | $86.1K | — | Held |
| Allworth Financial LP | 1.05K | $63.7K | $543 | Added$543 |
| CENTRAL TRUST Co | 1K | $60.9K | — | Held |
| JPMORGAN CHASE & CO | 990 | $60.3K | — | Held |
| BlackRock, Inc. | 905 | $55.1K | — | Held |
| STEPH & CO | 850 | $51.7K | — | Held |
| DAGCO, INC. | 846 | $51.5K | — | Held |
| Elyxium Wealth, LLC | 808 | $49.2K | — | Held |
| BANK OF MONTREAL /CAN/ | 800 | $48.7K | — | Held |
| Keating Financial Advisory Services, Inc. | 659 | $40.1K | — | Held |
| WELLS FARGO & COMPANY/MN | 610 | $37.1K | — | Held |
| KERR FINANCIAL PLANNING Corp | 554 | $33K | — | Held |
| Capital Investment Advisory Services, LLC | 500 | $30.4K | — | Held |
| Pinnacle Bancorp, Inc. | 419 | $25.5K | — | Held |
| Physician Wealth Advisors, Inc. | 400 | $24.4K | — | Held |
| Global Retirement Partners, LLC | 385 | $23.4K | — | Held |
| Wealth Watch Advisors, INC | 382 | $23.3K | — | Held |
| NBC SECURITIES, INC. | 375 | $22.8K | — | Held |
| TD Capital Management LLC | 354 | $21.5K | — | Held |
| Steward Partners Investment Advisory, LLC | 301 | $18.3K | — | Held |
| IFP Advisors, Inc | 283 | $17.2K | $147 | Added$147 |
| Sound Income Strategies, LLC | 268 | $16.3K | — | Held |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 222 | $13.5K | — | Held |
| Clearstead Advisors, LLC | 200 | $12.2K | — | Held |
| REAP Financial Group, LLC | 180 | $11K | — | Held |
| Bank of Jackson Hole Trust | 173 | $10.5K | — | Held |
| CoreCap Advisors, LLC | 165 | $10K | — | Held |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 138 | $8.4K | — | Held |
| JONES FINANCIAL COMPANIES LLLP | 135 | $8.22K | — | Held |
| SageView Advisory Group, LLC | 100 | $6.11K | — | Held |
| Abound Wealth Management | 79 | $4.81K | — | Held |
| UBS Group AG | 75 | $4.57K | — | Held |
| Russell Investments Group, Ltd. | 72 | $4.38K | — | Held |
| PFS Partners, LLC | 66 | $3.99K | — | Held |
| AlphaCore Capital LLC | 62 | $3.8K | — | Held |
| PNC Financial Services Group, Inc. | 43 | $2.62K | — | Held |
| Strategic Wealth Partners, Ltd. | 40 | $2.44K | — | Held |
| EXCHANGE TRADED CONCEPTS, LLC | 40 | $2.44K | — | Held |
| VALLEY NATIONAL ADVISERS INC | 37K | $2.25K | — | Held |
| Strive Financial Group ,LLC | 23 | $1.4K | — | Held |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 22 | $1.34K | — | Held |
| FAS Wealth Partners, Inc. | 17 | $1.03K | — | Held |
| Wealth Preservation Advisors, LLC | 15 | $931 | — | Held |
| CWM, LLC | 14.4K | $876 | — | Held |
| Cambridge Investment Research Advisors, Inc. | 4.3K | $262 | — | Held |
| HAZLETT, BURT & WATSON, INC. | 500 | $30 | — | Held |
| HANTZ FINANCIAL SERVICES, INC. | 36 | $2 | — | Held |
| Motiv8 Investments LLC | 33 | $2 | — | Held |