| Focus Partners Wealth | 92.2K | $3.92M | — | Held |
| BAILARD, INC. | 68.8K | $2.93M | — | Held |
| FRANKLIN RESOURCES INC | 55.8K | $2.38M | — | Held |
| LPL Financial LLC | 54.2K | $2.31M | — | Held |
| Highland Financial Advisors, LLC | 46.1K | $1.96M | — | Held |
| Biltmore Family Office, LLC | 32K | $1.36M | — | Held |
| JNBA Financial Advisors | 27.7K | $1.18M | — | Held |
| EP Wealth Advisors, LLC | 27.3K | $1.16M | — | Held |
| NewEdge Advisors, LLC | 20.2K | $860.5K | — | Held |
| SageView Advisory Group, LLC | 17.6K | $747.8K | — | Held |
| RAYMOND JAMES FINANCIAL INC | 16.4K | $697.6K | — | Held |
| Atlantic Private Wealth, LLC | 16.1K | $686.5K | — | Held |
| Magnus Financial Group LLC | 15.5K | $659.7K | — | Held |
| Beta Wealth Group, Inc. | 14.9K | $633.7K | — | Held |
| Cerity Partners LLC | 13.5K | $574.8K | — | Held |
| D.A. DAVIDSON & CO. | 13.3K | $566.3K | — | Held |
| Pathway Financial Advisors LLC | 12.2K | $540.7K | — | Held |
| HEADINVEST, LLC | 12.6K | $534.6K | — | Held |
| Cambridge Financial Group, LLC | 12.2K | $503.7K | — | Held |
| GOLDMAN SACHS GROUP INC | 11.4K | $484.6K | — | Held |
| Mariner, LLC | 11.4K | $483.9K | — | Held |
| Asset Dedication, LLC | 10.8K | $458K | — | Held |
| Cetera Investment Advisers | 10.6K | $452.9K | — | Held |
| Eley Financial Management, Inc | 10.4K | $443.9K | — | Held |
| MAI Capital Management | 10.2K | $435.3K | — | Held |
| Lido Advisors, LLC | 9.63K | $409.8K | — | Held |
| Balanced Rock Investment Advisors LLC | 8.91K | $379.5K | — | Held |
| GOULD ASSET MANAGEMENT LLC /CA/ | 8.69K | $370K | — | Held |
| Private Advisor Group, LLC | 8.05K | $343K | — | Held |
| Sprinkle Financial Consultants LLC | 7.89K | $335.9K | — | Held |
| MISSION WEALTH MANAGEMENT, LP | 7.76K | $330.6K | — | Held |
| OSAIC HOLDINGS, INC. | 7.37K | $313.7K | — | Held |
| Armbruster Capital Management, Inc. | 7.36K | $313.4K | — | Held |
| Tarbox Family Office, Inc. | 7.34K | $312.4K | — | Held |
| Valeo Financial Advisors, LLC | 7.28K | $309.9K | — | Held |
| BIRCHBROOK, INC. | 7.26K | $309.3K | — | Held |
| Creative Planning | 6.9K | $293.7K | — | Held |
| Heck Capital Advisors, LLC | 6.81K | $289.8K | — | Held |
| Robertson Stephens Wealth Management, LLC | 6.8K | $289.4K | — | Held |
| Savant Capital, LLC | 6.48K | $275.8K | $138 | Cut−$11.3K |
| Charter Oak Capital Management, LLC | 6.47K | $275.6K | — | Held |
| Legacy Edge Advisors, LLC | 6.38K | $271.5K | — | Held |
| MML INVESTORS SERVICES, LLC | 6.36K | $270.8K | — | Held |
| PFG Investments, LLC | 6.26K | $266.5K | — | Held |
| Archer Investment Management, LLC | 6.19K | $263.6K | — | Held |
| NorthRock Partners, LLC | 5.35K | $227.9K | — | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | 4.86K | $207.1K | — | Held |
| BROWN ADVISORY INC | 4.83K | $205.5K | — | Held |
| Rockefeller Capital Management L.P. | 3.83K | $163K | — | Held |
| Steward Partners Investment Advisory, LLC | 3K | $127.7K | — | Held |
| BLAIR WILLIAM & CO/IL | 2.42K | $103K | — | Held |
| MCF Advisors LLC | 2.28K | $97.1K | — | Held |
| Milestone Investment Advisors LLC | 2.17K | $92.4K | — | Held |
| Global Retirement Partners, LLC | 1.95K | $83K | — | Held |
| Cherry Tree Wealth Management, LLC | 1.77K | $75.4K | — | Held |
| Kestra Advisory Services, LLC | 1.42K | $60.3K | — | Held |
| BANK OF AMERICA CORP /DE/ | 1.13K | $48.1K | $18 | Added$8.62K |
| Meramec Financial Planners, LLC | 1.01K | $46.9K | — | Held |
| Golden State Wealth Management, LLC | 1K | $42.8K | — | Held |
| Birchwood Financial Partners, Inc. | 949 | $40.4K | — | Held |
| Physician Wealth Advisors, Inc. | 929 | $39.6K | — | Held |
| Ritter Daniher Financial Advisory LLC / DE | 837 | $35.6K | — | Held |
| HIGHLINE WEALTH PARTNERS LLC | 810 | $34.5K | — | Held |
| McIlrath & Eck, LLC | 714 | $30.4K | — | Held |
| CIBC Private Wealth Group LLC | 710 | $30.2K | — | Held |
| Medallion Wealth Advisors, LLC | 684 | $29.1K | $12 | Added$3.72K |
| Blue Trust, Inc. | 655 | $27.9K | — | Held |
| Key Financial Inc | 610 | $26K | — | Held |
| GHP Investment Advisors, Inc. | 551 | $23.5K | — | Held |
| Dunhill Financial, LLC | 413 | $17.6K | — | Held |
| MORGAN STANLEY | 294 | $12.5K | −$3 | Cut−$3 |
| Arax Advisory Partners | 257 | $10.9K | — | Held |
| Addison Advisors LLC | 245 | $10.4K | — | Held |
| 1 NORTH WEALTH SERVICES LLC | 190 | $8.09K | — | Held |
| WHITTIER TRUST CO | 144 | $6.36K | — | Held |
| Smartleaf Asset Management LLC | 146 | $6.3K | — | Held |
| Triumph Capital Management | 123 | $5.24K | — | New |
| Godfrey Financial Associates, Inc. | 103 | $4.39K | — | Held |
| ROYAL BANK OF CANADA | 86 | $4K | — | Held |
| UBS Group AG | 85 | $3.62K | — | Held |
| Fidelity | 75 | $3.18K | — | Held |
| Thrivent Financial for Lutherans | 61K | $2.6K | — | Held |
| Spire Wealth Management | 39 | $1.66K | — | Held |
| Millstone Evans Group, LLC | 23 | $979 | — | Held |
| Smithfield Trust Co | 1.12K | $48 | — | Held |
| Hanson & Doremus Investment Management | 495 | $21 | — | Held |
| CWM, LLC | 492 | $21 | — | Held |
| Covestor Ltd | 89 | $4 | — | Held |