| BANK OF AMERICA CORP /DE/ | 612.9K | $27.4M | $481.2K | Added$989.9K |
| RAYMOND JAMES FINANCIAL INC | 571.2K | $25.5M | — | Held |
| LPL Financial LLC | 397.5K | $17.7M | — | Held |
| Mariner, LLC | 337.2K | $15.1M | — | Held |
| EASTERN BANK | 312.1K | $13.9M | — | Held |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 252.1K | $11.3M | — | Held |
| BAILARD, INC. | 213.5K | $9.53M | — | Held |
| Composition Wealth, LLC | 155.4K | $6.94M | — | Held |
| Litman Gregory Wealth Management LLC | 135.9K | $6.07M | — | Held |
| Koss-Olinger Consulting, LLC | 135.1K | $6.03M | — | Held |
| HARBOUR INVESTMENTS, INC. | 112.5K | $5.02M | — | Held |
| FRANKLIN RESOURCES INC | 95.8K | $4.28M | — | Held |
| JNBA Financial Advisors | 91K | $4.06M | — | Held |
| Advisory Services Network, LLC | 86.7K | $3.87M | — | Held |
| CARY STREET PARTNERS FINANCIAL LLC | 75.2K | $3.36M | — | Held |
| World Investment Advisors | 61K | $2.72M | — | Held |
| Francis Financial, Inc. | 51.8K | $2.31M | — | Held |
| Cetera Investment Advisers | 45.6K | $2.03M | — | Held |
| HILLTOP WEALTH ADVISORS, LLC | 44.3K | $1.98M | — | Held |
| OSAIC HOLDINGS, INC. | 41.8K | $1.87M | — | Held |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 38.2K | $1.7M | — | Held |
| Opes Wealth Management LLC | 37.7K | $1.69M | — | Held |
| Balanced Rock Investment Advisors LLC | 34.7K | $1.55M | — | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | 33.2K | $1.48M | — | Held |
| GOULD ASSET MANAGEMENT LLC /CA/ | 31.8K | $1.42M | — | Held |
| RTD Financial Advisors, Inc. | 31.8K | $1.42M | — | Held |
| Biltmore Family Office, LLC | 31.2K | $1.4M | — | Held |
| Affiance Financial, LLC | 31K | $1.39M | — | Held |
| SAGE FINANCIAL GROUP INC | 31K | $1.38M | — | Held |
| GOLDMAN SACHS GROUP INC | 30.8K | $1.38M | — | Held |
| HighTower Advisors, LLC | 28.4K | $1.27M | — | Held |
| Shira Ridge Wealth Management | 27.9K | $1.25M | — | Held |
| Robertson Stephens Wealth Management, LLC | 27.3K | $1.22M | — | Held |
| EP Wealth Advisors, LLC | 26.8K | $1.2M | — | Held |
| Corient Private Wealth LLC | 26.7K | $1.19M | — | Held |
| Trilogy Capital Inc. | 26.4K | $1.18M | — | Held |
| SageView Advisory Group, LLC | 26K | $1.16M | — | Held |
| Steward Partners Investment Advisory, LLC | 25.9K | $1.16M | — | Held |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 25.9K | $1.16M | — | Held |
| COLDSTREAM CAPITAL MANAGEMENT INC | 24.9K | $1.11M | — | Held |
| D.A. DAVIDSON & CO. | 24.2K | $1.08M | — | Held |
| ROYAL BANK OF CANADA | 22.8K | $1.02M | — | Held |
| Private Advisor Group, LLC | 22.5K | $1M | — | Held |
| WHITTIER TRUST CO | 20.3K | $945.6K | — | Held |
| MainStreet Investment Advisors LLC | 20.7K | $923.1K | — | Held |
| MassMutual Private Wealth & Trust, FSB | 20.5K | $916.7K | — | Held |
| Caliber Wealth Management, LLC / KS | 20.4K | $910.6K | — | Held |
| Eley Financial Management, Inc | 20.2K | $903.7K | — | Held |
| TRUIST FINANCIAL CORP | 19.9K | $889.3K | — | Held |
| BIRCHBROOK, INC. | 19.6K | $874K | — | Held |
| McKinley Carter Wealth Services, Inc. | 19.4K | $866K | — | Held |
| Topel & Distasi Wealth Management, LLC | 19.3K | $863.1K | — | Held |
| Aptus Capital Advisors, LLC | 18.9K | $845.6K | — | Held |
| Values Added Financial LLC | 18.5K | $827.3K | — | Held |
| MGO ONE SEVEN LLC | 18.2K | $811.9K | — | Held |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 17.4K | $810.3K | — | Held |
| Wealth Advisory Team LLC | 17.1K | $762.9K | — | Held |
| Baird Financial Group, Inc. | 16.2K | $725.5K | — | Held |
| Focus Partners Wealth | 15.6K | $698.2K | — | Held |
| NorthRock Partners, LLC | 15.5K | $694.1K | — | Held |
| Atlantic Private Wealth, LLC | 15.5K | $690.7K | — | Held |
| ENVESTNET ASSET MANAGEMENT INC | 14.9K | $666.8K | — | Held |
| Portland Global Advisors LLC | 14.3K | $640.1K | — | Held |
| Beta Wealth Group, Inc. | 14.1K | $629.4K | — | Held |
| RVW Wealth, LLC | 13.7K | $611.4K | — | Held |
| Creative Planning | 12.7K | $565.9K | — | Held |
| Magnus Financial Group LLC | 12.5K | $557.5K | — | Held |
| Stordahl Capital Management, Inc. | 12.1K | $540.6K | — | Held |
| BLB&B Advisors, LLC | 11.9K | $532.3K | — | Held |
| DAVENPORT & Co LLC | 11.6K | $517.6K | — | Held |
| Stratos Wealth Partners, LTD. | 11.4K | $507.5K | — | Held |
| Pathway Financial Advisors LLC | 10.7K | $499.1K | — | Held |
| Weil Company, Inc. | 10.2K | $453.6K | — | Held |
| Integrated Wealth Concepts LLC | 9.1K | $406.3K | — | Held |
| Chicago Partners Investment Group LLC | 8.66K | $405.6K | — | Held |
| BRADLEY FOSTER & SARGENT INC/CT | 8.88K | $396.5K | — | Held |
| NOVARE CAPITAL MANAGEMENT LLC | 8.3K | $370.4K | — | Held |
| Joel Adams & Associates, Inc. | 8.24K | $367.9K | — | Held |
| Armbruster Capital Management, Inc. | 8.18K | $365K | — | Held |
| AMARA FINANCIAL, LLC. | 8.16K | $364.4K | — | Held |
| Tarbox Family Office, Inc. | 8.01K | $357.6K | — | Held |
| HighPoint Advisor Group LLC | 7.81K | $348.9K | — | Held |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 7.77K | $347K | — | Held |
| Alesco Advisors LLC | 7.74K | $345.7K | — | Held |
| PFG Investments, LLC | 7.69K | $343.2K | — | Held |
| MAI Capital Management | 7.45K | $332.6K | — | Held |
| Westview Management dba Westview Investment Advisors | 7.02K | $313.3K | — | Held |
| Asset Dedication, LLC | 6.97K | $311.3K | — | Held |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 6.97K | $311.1K | — | Held |
| Impact Investors, Inc | 6.74K | $300.8K | — | Held |
| Optas, LLC | 6.69K | $298.5K | — | Held |
| MML INVESTORS SERVICES, LLC | 6.48K | $289.5K | — | Held |
| Charter Oak Capital Management, LLC | 6.04K | $269.7K | — | Held |
| CAPE ANN SAVINGS BANK | 5.92K | $264.5K | — | Held |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 5.82K | $259.8K | — | Held |
| Fortress Financial Solutions, LLC | 5.55K | $247.9K | — | Held |
| Capital Advantage, Inc. | 5.54K | $247.1K | — | Held |
| Pathfinder Wealth Consulting, Inc. | 5.5K | $245.8K | — | Held |
| SAX WEALTH ADVISORS, LLC | 5.49K | $245.1K | — | Held |
| Sound Stewardship, LLC | 5.46K | $243.6K | — | Held |
| Marshall & Sterling Wealth Advisors Inc. | 5.31K | $237.3K | — | Held |
| Financial Council, LLC | 5.17K | $230.7K | — | Held |
| Rede Wealth, LLC | 5.14K | $229.6K | — | Held |
| Tribridge Partners Financial LLC | 5.13K | $229K | — | Held |
| TPG Financial Advisors, LLC | 5.1K | $227.6K | — | Held |
| Farther Finance Advisors, LLC | 4.94K | $220.4K | — | Held |
| ROGCO, LP | 4.92K | $219.7K | — | Held |
| McNamara Financial Services, Inc. | 4.75K | $212K | — | Held |
| Freedom Financial Partners LLC | 4.69K | $209.6K | — | Held |
| Kestra Advisory Services, LLC | 4.53K | $202.2K | — | Held |
| McIlrath & Eck, LLC | 4.41K | $197.1K | — | Held |
| Larson Financial Group LLC | 3.81K | $169.9K | — | Held |
| Hills Bank & Trust Co | 3.5K | $156.1K | — | Held |
| Mascoma Wealth Management LLC | 3.36K | $149.9K | — | Held |
| FIRST UNITED BANK & TRUST | 3.03K | $135.3K | — | Held |
| MOGY JOEL R INVESTMENT COUNSEL INC | 3K | $133.9K | — | Held |
| ARCADIA INVESTMENT ADVISORS LLC | 2.84K | $126.8K | — | Held |
| Stephens Consulting, LLC | 2.76K | $123.4K | — | Held |
| Arax Advisory Partners | 2.64K | $117.9K | — | Held |
| Global Retirement Partners, LLC | 2.57K | $114.9K | — | Held |
| BLUELINE ADVISORS LLC | 2.23K | $99.5K | — | Held |
| Armor Investment Advisors, LLC | 2.1K | $93.9K | — | Held |
| MORGAN STANLEY | 1.97K | $88.1K | $1.56K | Added$1.87K |
| Rockefeller Capital Management L.P. | 1.81K | $80.8K | — | Held |
| Medallion Wealth Advisors, LLC | 1.76K | $78.5K | $1.41K | Cut−$2.23K |
| Nemes Rush Group LLC | 1.29K | $57.8K | — | Held |
| Ritter Daniher Financial Advisory LLC / DE | 1.2K | $53.4K | — | Held |
| Meramec Financial Planners, LLC | 1.09K | $52.9K | — | Held |
| ARMSTRONG ADVISORY GROUP, INC | 1.18K | $52.6K | — | Held |
| CALDWELL SUTTER CAPITAL, INC. | 991 | $44.2K | — | Held |
| FAS Wealth Partners, Inc. | 894 | $39.9K | — | Held |
| US BANCORP \DE\ | 867 | $38.7K | — | Held |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 852 | $38K | — | Held |
| Fidelity | 848 | $37.8K | — | Held |
| Harbor Asset Planning, Inc. | 829 | $37K | — | Held |
| Wells Financial Advisors INC | 800 | $35.7K | — | Held |
| WFA of San Diego, LLC | 791 | $35.3K | $633 | Added$633 |
| Fort Vancouver Investment Management, LLC | 780 | $34.8K | — | Held |
| Sherman Asset Management, Inc. | 742 | $33.1K | — | Held |
| WHITTIER TRUST CO OF NEVADA INC | 710 | $33.1K | — | Held |
| Addison Advisors LLC | 700 | $31.3K | — | Held |
| CIBC Private Wealth Group LLC | 688 | $30.7K | — | Held |
| GHP Investment Advisors, Inc. | 683 | $30.5K | — | Held |
| Birchwood Financial Partners, Inc. | 581 | $25.9K | — | Held |
| WELLS FARGO & COMPANY/MN | 579 | $25.9K | — | Held |
| JPMORGAN CHASE & CO | 508 | $22.7K | — | Held |
| Key Financial Inc | 330 | $14.7K | — | Held |
| DEUTSCHE BANK AG\ | 250 | $11.2K | — | Held |
| IFP Advisors, Inc | 250 | $11.2K | $158 | Added$2.52K |
| 1 NORTH WEALTH SERVICES LLC | 245 | $10.9K | — | Held |
| Redwood Park Advisors LLC | 211 | $9.43K | — | Held |
| Godfrey Financial Associates, Inc. | 191 | $8.52K | — | Held |
| Allworth Financial LP | 124 | $5.52K | $79 | Added$124 |
| Triumph Capital Management | 120 | $5.36K | — | New |
| Milestone Investment Advisors LLC | 120 | $5.36K | — | Held |
| Thrivent Financial for Lutherans | 114K | $5.09K | — | Held |
| Front Row Advisors LLC | 100 | $4.46K | — | Held |
| Spire Wealth Management | 84 | $3.75K | — | Held |
| Millstone Evans Group, LLC | 68 | $3.04K | — | Held |
| Community Bank, N.A. | 58 | $2.59K | — | Held |
| ASSETMARK, INC | 30 | $1.34K | — | Held |
| UBS Group AG | 27 | $1.21K | — | Held |
| Cambridge Investment Research Advisors, Inc. | 26.4K | $1.18K | — | Held |
| CBIZ Investment Advisory Services, LLC | 25 | $1.12K | — | Held |
| Rossby Financial, LCC | 13 | $580 | — | Held |
| Capital Analysts, LLC | 10.9K | $488 | — | Held |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 9.2K | $411 | — | Held |
| CWM, LLC | 6.64K | $296 | — | Held |
| Hanson & Doremus Investment Management | 1.91K | $85 | — | Held |
| Smithfield Trust Co | 971 | $43 | — | Held |
| VALLEY NATIONAL ADVISERS INC | 971 | $43 | — | Held |
| Urban Financial Advisory Corp | 1 | $38 | — | Held |
| Avion Wealth | 36 | $1 | — | Held |