| BANK OF AMERICA CORP /DE/ | 1.94M | $44.7M | −$600K | Cut−$8.2M |
| LPL Financial LLC | 1.88M | $43.3M | — | Held |
| MORGAN STANLEY | 1.65M | $38M | −$413.3K | Added$6.85M |
| Private Advisor Group, LLC | 1.32M | $30.4M | — | Held |
| Arrow Financial Corp | 1.22M | $28.1M | — | Held |
| WELLS FARGO & COMPANY/MN | 1.12M | $25.8M | — | Held |
| LBMC INVESTMENT ADVISORS, LLC | 1.11M | $25.5M | — | Held |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.07M | $24.7M | — | Held |
| Sequoia Financial Advisors, LLC | 962.7K | $22.2M | — | Held |
| COWA, LLC | 971.9K | $21.8M | — | Held |
| Mid-American Wealth Advisory Group, Inc. | 938.5K | $21.7M | — | Held |
| Federation des caisses Desjardins du Quebec | 848.6K | $19.6M | — | Held |
| STRAIGHTLINE GROUP LLC | 818.3K | $18.9M | — | Held |
| RAYMOND JAMES FINANCIAL INC | 729.4K | $16.8M | — | Held |
| LITTLEJOHN FINANCIAL SERVICES, INC. | 604.5K | $14M | — | Held |
| Hurley Capital, LLC | 524.5K | $12.1M | — | Held |
| Ruggaard & Associates LLC | 524.3K | $12.1M | — | Held |
| Baltimore-Washington Financial Advisors, Inc. | 477.7K | $11M | — | Held |
| Cornerstone Planning, LLC | 441.1K | $10.2M | — | Held |
| Keeler Thomas Management LLC | 424.7K | $9.8M | — | Held |
| Cetera Investment Advisers | 420.5K | $9.7M | — | Held |
| Stratos Wealth Partners, LTD. | 380.4K | $8.78M | — | Held |
| BIP Wealth, LLC | 369.5K | $8.53M | — | Held |
| ROYAL BANK OF CANADA | 368.8K | $8.51M | — | Held |
| Integrated Wealth Concepts LLC | 326.6K | $7.54M | — | Held |
| Mutual Advisors, LLC | 303.9K | $7.01M | — | Held |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 271.2K | $6.26M | — | Held |
| PRIVATE CLIENT SERVICES, LLC | 268.7K | $6.2M | — | Held |
| Tempus Wealth Planning, LLC | 261.9K | $6.05M | — | Held |
| EVERGREEN CAPITAL MANAGEMENT LLC | 260.7K | $6.02M | — | Held |
| TABR Capital Management, LLC | 234.3K | $5.41M | — | Held |
| EP Wealth Advisors, LLC | 228.2K | $5.27M | — | Held |
| NewEdge Advisors, LLC | 225.3K | $5.2M | — | Held |
| FF Advisors,LLC | 225.2K | $5.2M | — | Held |
| JANE STREET GROUP, LLC | 222.3K | $5.13M | — | Held |
| Marathon Mission, Inc. | 216.9K | $5.01M | — | Held |
| UBS Group AG | 215.2K | $4.97M | — | Held |
| High Note Wealth, LLC | 180.9K | $4.18M | — | Held |
| Lido Advisors, LLC | 174.7K | $4.08M | — | Held |
| World Investment Advisors | 160.4K | $3.7M | — | Held |
| Krilogy Financial LLC | 156K | $3.61M | — | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | 154.3K | $3.56M | — | Held |
| Scissortail Wealth Management, LLC | 148.2K | $3.42M | — | Held |
| EVEXIA WEALTH LLC | 140.3K | $3.24M | — | Held |
| OSAIC HOLDINGS, INC. | 130.2K | $3.01M | — | Held |
| Delta Wealth Advisors LLC | 129.9K | $3M | — | Held |
| Ironwood Financial, llc | 125.3K | $2.89M | — | Held |
| ENVESTNET ASSET MANAGEMENT INC | 125.3K | $2.89M | — | Held |
| Straight Path Wealth Management | 117.5K | $2.71M | — | Held |
| Commonwealth Financial Services, LLC | 102.9K | $2.37M | — | Held |
| EIGHT 31 FINANCIAL, LLC | 102.2K | $2.36M | — | Held |
| Csenge Advisory Group | 99.9K | $2.31M | — | Held |
| AE Wealth Management LLC | 95.1K | $2.2M | — | Held |
| Cornerstone Wealth Management, LLC | 89.4K | $2.06M | — | Held |
| Sanctuary Advisors, LLC | 83.2K | $1.92M | −$12.3K | Added$993.2K |
| Centennial Advisors, LLC | 81.5K | $1.88M | — | Held |
| Landing Point Financial Group, LLC | 77K | $1.78M | — | Held |
| Bedel Financial Consulting, Inc. | 77K | $1.78M | — | Held |
| Cottage Street Advisors LLC | 69.4K | $1.6M | — | Held |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 65.4K | $1.51M | — | Held |
| Endowment Wealth Management, Inc. | 64.6K | $1.49M | — | Held |
| Carr Financial Group Corp | 62.9K | $1.45M | — | Held |
| Brucke Financial, Inc. | 60K | $1.38M | — | Held |
| NWAM LLC | 59.4K | $1.37M | −$16.7K | Cut−$7.51K |
| OLD MISSION CAPITAL LLC | 54.5K | $1.26M | — | Held |
| Golden State Equity Partners | 54.3K | $1.25M | — | Held |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 54K | $1.25M | — | Held |
| Sowell Financial Services LLC | 52.9K | $1.22M | — | Held |
| BlackRock, Inc. | 51.7K | $1.19M | — | Held |
| Parallel Advisors, LLC | 51.6K | $1.19M | — | Held |
| IFP Advisors, Inc | 51.4K | $1.19M | −$15.9K | Cut−$22.1K |
| REBALANCE, LLC | 48.3K | $1.11M | — | Held |
| Quad-Cities Investment Group, LLC | 47.2K | $1.09M | — | Held |
| Werba Rubin Papier Wealth Management | 46.6K | $1.08M | — | Held |
| Timber Creek Capital Management LLC | 40.6K | $937.7K | — | Held |
| Windsor Advisory Group, LLC | 39.8K | $917.7K | — | Held |
| Sightline Wealth Advisors, LLC | 38.8K | $896.1K | — | Held |
| Belpointe Asset Management LLC | 36.5K | $842K | — | Held |
| FOCUSED ALPHA, LLC | 36.4K | $839.9K | — | Held |
| WRAPMANAGER INC | 35.5K | $820.4K | — | Held |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 32.5K | $750.9K | — | Held |
| HEADINVEST, LLC | 32K | $738K | — | Held |
| Montis Financial, LLC | 31.9K | $735.2K | — | Held |
| Walser Wealth Management Company, A Ltd Liability Co | 31.2K | $719.7K | — | Held |
| Creative Planning | 31K | $715.1K | — | Held |
| HM PAYSON & CO | 30.6K | $706.9K | — | Held |
| MERCER GLOBAL ADVISORS INC /ADV | 30.2K | $697.7K | — | Held |
| Koshinski Asset Management, Inc. | 30K | $691.6K | — | Held |
| Heartland Bank & Trust Co | 29.9K | $691K | — | Held |
| Madden Advisory Services, Inc. | 28.4K | $656K | — | Held |
| Klaas Financial Asset Advisors, LLC | 28.1K | $647.5K | — | Held |
| Snowden Capital Advisors LLC | 27.8K | $641.2K | — | Held |
| HighTower Advisors, LLC | 27.6K | $637.4K | — | Held |
| GREAT VALLEY ADVISOR GROUP, INC. | 27.2K | $628.1K | — | Held |
| Rothschild Wealth LLC | 26.7K | $616.2K | — | Held |
| Kestra Advisory Services, LLC | 26.4K | $608.6K | — | Held |
| Summit Wealth Partners, LLC | 26.3K | $606.7K | — | Held |
| Citadel | 26K | $599.3K | — | Held |
| Spire Wealth Management | 25.9K | $598.6K | — | Held |
| Robertson Stephens Wealth Management, LLC | 23.5K | $542.1K | — | Held |
| Aprio Wealth Management, LLC | 23K | $531.2K | — | Held |
| Steward Partners Investment Advisory, LLC | 22.9K | $528.8K | — | Held |
| Freestone Capital Holdings, LLC | 22.8K | $527.4K | — | Held |
| Austin Private Wealth, LLC | 21.9K | $505.7K | — | Held |
| MCF Advisors LLC | 21.3K | $492.4K | — | Held |
| Beacon Pointe Advisors, LLC | 20.1K | $463.4K | — | Held |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | 20K | $461.2K | — | Held |
| Aspen Wealth Management LLC | 19.8K | $456.3K | — | Held |
| Occidental Asset Management, LLC | 18.4K | $425.4K | — | Held |
| STIFEL FINANCIAL CORP | 17.8K | $411.9K | — | Held |
| PRINCIPAL SECURITIES, INC. | 17.5K | $405K | — | Held |
| Livet Wealth, LLC | 17.3K | $400.1K | — | Held |
| Focus Financial Network, Inc. | 17.1K | $394.1K | — | Held |
| Hobbs Group Advisors, LLC | 16.6K | $383.5K | — | Held |
| CAPTRUST FINANCIAL ADVISORS | 16.4K | $379K | — | Held |
| Baird Financial Group, Inc. | 16.4K | $378.2K | — | Held |
| Kastel Capital Advisors, LLC | 16.4K | $377.5K | — | Held |
| Avidian Wealth Enterprises, LLC | 16.3K | $377K | — | Held |
| Stockman Wealth Management, Inc. | 15.3K | $354K | — | Held |
| Johnson Bixby & Associates, LLC | 15K | $345.4K | — | Held |
| Farther Finance Advisors, LLC | 14.8K | $341.7K | — | Held |
| Global Retirement Partners, LLC | 14.5K | $335.3K | — | Held |
| High Falls Advisors, Inc | 14.5K | $333.8K | — | Held |
| MONECO ADVISORS, LLC | 14.1K | $325.4K | — | Held |
| Orion Capital Management LLC | 14K | $323.1K | — | Held |
| Mayflower Financial Advisors, LLC | 14K | $323K | — | Held |
| Howland Capital Management LLC | 13.7K | $317.1K | — | Held |
| Focus Partners Wealth | 12.8K | $296.2K | — | Held |
| Sunbelt Securities, Inc. | 12.4K | $285.6K | — | Held |
| Golden Reserve Retirement LLC | 12.2K | $281.3K | — | Held |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 11.6K | $267.4K | — | Held |
| 10Elms LLP | 11K | $254.2K | — | Held |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 10.9K | $251.4K | — | Held |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10.8K | $250.4K | — | Held |
| GTS SECURITIES LLC | 10.7K | $248K | — | Held |
| Alaska Permanent Capital Management, LLC | 10.5K | $241.8K | — | Held |
| Aegis Wealth Management, Inc. | 10.2K | $235.8K | — | Held |
| LEVEL FOUR ADVISORY SERVICES, LLC | 9.84K | $227.1K | — | Held |
| New England Private Wealth Advisors LLC | 9.82K | $226.6K | — | Held |
| Boreal Capital Management LLC | 0 | $226.2K | — | Cut−$3.04K |
| Pure Financial Advisors, LLC | 9.59K | $221.4K | — | Held |
| M3 Advisory Group, LLC | 9.36K | $216.1K | — | Held |
| Eldridge Investment Advisors, Inc. | 9.3K | $214.6K | — | Held |
| TFR Capital, LLC. | 9.23K | $213K | — | Held |
| TABLEAUX LLC | 9.13K | $211.9K | — | Held |
| Alaska Wealth Advisors, LLC | 8.94K | $206.2K | — | Held |
| Prospera Financial Services Inc | 8.75K | $202K | — | Held |
| LIBERTY WEALTH MANAGEMENT LLC | 8.68K | $200.3K | — | Held |
| Rockefeller Capital Management L.P. | 8.45K | $195.1K | — | Held |
| Cherry Tree Wealth Management, LLC | 7.62K | $175.9K | — | Held |
| GAMMA Investing LLC | 6.84K | $158K | — | Held |
| NATIONAL BANK OF CANADA /FI/ | 5.05K | $116.1K | — | Held |
| COMERICA BANK | 4.77K | $110K | — | Held |
| North Star Investment Management Corp. | 4.26K | $98.4K | — | Held |
| PRIVATE TRUST CO NA | 2.96K | $68.2K | — | Held |
| Blue Trust, Inc. | 2.84K | $65.6K | — | Held |
| Clearstead Advisors, LLC | 2.44K | $56.3K | — | Held |
| CNB Bank | 2.25K | $52K | — | Held |
| JPMORGAN CHASE & CO | 1.78K | $41.1K | — | Held |
| Cambridge Investment Research Advisors, Inc. | 1.41M | $32.4K | — | Held |
| Aptus Capital Advisors, LLC | 1.32K | $30.5K | — | Held |
| GILPIN WEALTH MANAGEMENT, LLC | 683 | $15.8K | — | Held |
| HARBOUR INVESTMENTS, INC. | 415 | $9.58K | — | Held |
| US BANCORP \DE\ | 400 | $9.23K | — | Held |
| VSM Wealth Advisory, LLC | 384 | $8.86K | — | Held |
| Kingdom Financial Group LLC. | 362 | $8.36K | — | Held |
| SkyView Investment Advisors, LLC | 93.7K | $2.16K | −$29 | Cut−$1.66K |
| Migdal Insurance & Financial Holdings Ltd. | 70.8K | $1.63K | — | Held |
| Thrivent Financial for Lutherans | 48.4K | $1.12K | — | Held |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 11.8K | $271 | — | Held |
| FLOW TRADERS U.S. LLC | 10K | $231 | — | Held |
| CWM, LLC | 3.53K | $82 | — | Held |
| Moisand Fitzgerald Tamayo, LLC | 1 | $24 | — | Held |
| CX Institutional | 920 | $21 | — | Held |
| HAZLETT, BURT & WATSON, INC. | 173 | $4 | — | Held |