| BlackRock, Inc. | 5.29M | $232.3M | — | Held |
| SigFig Wealth Management, LLC | 631.4K | $27.7M | — | Held |
| IMPACTfolio, LLC | 602.2K | $26.4M | — | Held |
| LPL Financial LLC | 584.9K | $25.7M | — | Held |
| ENVESTNET ASSET MANAGEMENT INC | 483.6K | $21.2M | — | Held |
| SEEDS INVESTOR LLC | 359.7K | $15.8M | — | Held |
| JONES FINANCIAL COMPANIES LLLP | 317.9K | $14M | — | Held |
| JPMORGAN CHASE & CO | 298.9K | $13.1M | — | Held |
| Allworth Financial LP | 239.6K | $10.5M | −$2.31K | Added$251K |
| MORGAN STANLEY | 157K | $6.9M | −$1.4K | Added$552.8K |
| Advisory Services Network, LLC | 155.3K | $6.82M | — | Held |
| Bond & Devick Financial Network, Inc. | 128.9K | $5.66M | — | Held |
| Envestnet Portfolio Solutions, Inc. | 91.7K | $4.03M | — | Held |
| Stewardship Advisors, LLC | 83K | $3.64M | — | Held |
| One Wealth Advisors, LLC | 81.8K | $3.59M | — | Held |
| Perigon Wealth Management, LLC | 80.8K | $3.55M | — | Held |
| Citadel | 76.6K | $3.36M | — | Held |
| ROYAL BANK OF CANADA | 74.9K | $3.29M | — | Held |
| Jordan Park Group LLC | 74.6K | $3.28M | — | Held |
| Decker Retirement Planning Inc. | 71.6K | $3.14M | — | Held |
| Balanced Rock Investment Advisors LLC | 71.4K | $3.13M | — | Held |
| Cetera Investment Advisers | 70.4K | $3.09M | — | Held |
| RETIREMENT CAPITAL STRATEGIES | 69.5K | $3.05M | — | Held |
| US BANCORP \DE\ | 66.6K | $2.93M | — | Held |
| OSAIC HOLDINGS, INC. | 59.2K | $2.6M | — | Held |
| SOFI WEALTH, LLC | 57.4K | $2.52M | — | Held |
| Baker Avenue Asset Management, LP | 49.9K | $2.19M | — | Held |
| GeoWealth Management, LLC | 44.7K | $1.96M | — | Held |
| Stratos Wealth Partners, LTD. | 44.5K | $1.95M | — | Held |
| OneDigital Investment Advisors LLC | 42K | $1.84M | — | Held |
| Leonard Rickey Investment Advisors P.L.L.C. | 41.8K | $1.83M | — | Held |
| Accredited Investors Inc. | 40.7K | $1.79M | — | Held |
| Perennial Investment Advisors, LLC | 40.2K | $1.76M | — | Held |
| MML INVESTORS SERVICES, LLC | 40.1K | $1.76M | — | Held |
| WELLS FARGO & COMPANY/MN | 40K | $1.76M | — | Held |
| NewEdge Advisors, LLC | 39.7K | $1.74M | — | Held |
| BANK OF AMERICA CORP /DE/ | 39.7K | $1.74M | −$394 | Added$15.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | 36.7K | $1.61M | — | Held |
| Haverford Trust Co | 35.9K | $1.57M | — | Held |
| Charter Oak Capital Management, LLC | 35.3K | $1.55M | — | Held |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 34.5K | $1.51M | — | Held |
| Skyline Advisors, Inc. | 33.5K | $1.47M | — | Held |
| RAYMOND JAMES FINANCIAL INC | 32.1K | $1.41M | — | Held |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 31.4K | $1.38M | — | Held |
| Tarbox Family Office, Inc. | 29.9K | $1.31M | — | Held |
| Johnson Bixby & Associates, LLC | 29.6K | $1.3M | — | Held |
| Davis Wealth Advisors, LLC | 28.7K | $1.26M | — | Held |
| UBS Group AG | 27.6K | $1.21M | — | Held |
| BFSG, LLC | 27.1K | $1.19M | — | Held |
| Van Hulzen Asset Management, LLC | 24.6K | $1.08M | — | Held |
| Xena Financial Planning, LLC | 24.5K | $1.07M | — | Held |
| Equitable Holdings, Inc. | 23.5K | $1.03M | — | Held |
| Central Pacific Bank - Trust Division | 21.9K | $963K | — | Held |
| Sandbox Financial Partners, LLC | 21.8K | $957.7K | — | Held |
| Horst & Graben Wealth Management LLC | 20.9K | $915.5K | — | Held |
| HSBC HOLDINGS PLC | 20.4K | $895.8K | — | Held |
| Brookstone Capital Management | 19.2K | $843K | — | Held |
| Sharkey, Howes & Javer | 17.2K | $754.8K | — | Held |
| KWB Wealth | 17K | $744.4K | — | Held |
| Savant Capital, LLC | 16.9K | $741.2K | −$165 | Cut−$115.1K |
| Ally Invest Advisors Inc. | 15K | $659.1K | — | Held |
| ASSETMARK, INC | 14.2K | $621.7K | — | Held |
| Sonoma Allocations LLC | 13.9K | $610.5K | — | Held |
| Rockport Wealth LLC | 13.5K | $594.4K | — | Held |
| GUARDIAN CAPITAL LP | 13.5K | $591.9K | — | Held |
| Essential Planning, LLC. | 13.3K | $584K | — | Held |
| Pinnacle Financial Partners, Inc. | 13.3K | $583.9K | — | Held |
| Milestone Investment Advisors LLC | 13.3K | $582.7K | — | Held |
| GC Wealth Management RIA, LLC | 13.1K | $573.6K | — | Held |
| Goldstein Advisors, LLC | 12.9K | $567K | — | Held |
| Steward Partners Investment Advisory, LLC | 12.9K | $564.8K | — | Held |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 12.5K | $549K | — | Held |
| COLDSTREAM CAPITAL MANAGEMENT INC | 12.4K | $545.5K | — | Held |
| Shared Vision Wealth Group LLC | 12.1K | $531.9K | — | Held |
| RED CRANE WEALTH MANAGEMENT, LLC | 11.8K | $519.3K | — | Held |
| THEORY FINANCIAL LLC | 11.5K | $505.1K | — | Held |
| Farther Finance Advisors, LLC | 11.5K | $504.7K | — | Held |
| Walkner Condon Financial Advisors LLC | 9.75K | $427.9K | — | Held |
| Avise Financial Cooperative, Inc. | 9.72K | $426.7K | — | Held |
| Archer Investment Management, LLC | 9.71K | $426.4K | — | Held |
| Apollon Wealth Management, LLC | 9.67K | $424.6K | — | Held |
| Concurrent Investment Advisors, LLC | 9.61K | $422.1K | — | Held |
| Traveka Wealth, LLC | 9.1K | $399.4K | — | Held |
| Valmark Advisers, Inc. | 9.07K | $398.1K | — | Held |
| LifePlan Investment Advisors, Inc. | 8.45K | $370.9K | — | Held |
| HighTower Advisors, LLC | 8.13K | $357K | — | Held |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 8.12K | $356.4K | — | Held |
| Dynamic Advisor Solutions LLC | 7.9K | $346.7K | — | Held |
| Mason & Associates Inc | 7.47K | $327.8K | — | Held |
| IHT Wealth Management, LLC | 7.25K | $318.4K | — | Held |
| Bank of New York Mellon Corp | 7.24K | $317.8K | — | Held |
| Mariner, LLC | 7.24K | $317.8K | — | Held |
| Brewster Financial Planning LLC | 7.23K | $317.6K | — | Held |
| Western Wealth Management, LLC | 6.96K | $305.6K | — | Held |
| Stratos Investment Management, LLC | 6.91K | $303.4K | — | Held |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 6.76K | $296.9K | — | Held |
| Rossby Financial, LCC | 6.7K | $294.2K | — | Held |
| HARBOUR INVESTMENTS, INC. | 6.67K | $292.7K | — | Held |
| Ashton Thomas Private Wealth, LLC | 6.15K | $270.1K | — | Held |
| Northeast Financial Group, Inc. | 6.03K | $264.6K | — | Held |
| Integrated Wealth Concepts LLC | 5.78K | $253.6K | — | Held |
| &PARTNERS | 5.63K | $247.2K | — | Held |
| KEYVANTAGE WEALTH, LLC | 5.23K | $229.5K | — | Held |
| Whitegate Investment Counselors, Inc. | 5.18K | $227.4K | — | Held |
| W.H. Cornerstone Investments Inc. | 5.14K | $225.5K | — | Held |
| Spectrum Planning & Advisory Services Inc. | 4.95K | $217.5K | — | Held |
| Balance Wealth, LLC | 4.92K | $216.1K | — | Held |
| SAX WEALTH ADVISORS, LLC | 4.67K | $204.9K | — | Held |
| Kestra Advisory Services, LLC | 4.51K | $198.1K | — | Held |
| Physician Wealth Advisors, Inc. | 3.88K | $170.4K | — | Held |
| Godfrey Financial Associates, Inc. | 3.15K | $138.3K | — | Held |
| Key Financial Inc | 2.65K | $116.4K | — | Held |
| Armor Investment Advisors, LLC | 1.97K | $86.5K | — | Held |
| Ameritas Investment Partners, Inc. | 1.84K | $80.9K | — | Held |
| MAI Capital Management | 1.35K | $59.1K | — | Held |
| Transamerica Financial Advisors, LLC | 1.33K | $58.4K | — | Held |
| Clarity Asset Management, Inc. | 1.1K | $48.5K | — | Held |
| CIBC Private Wealth Group LLC | 858 | $37.7K | — | Held |
| EVOLUTION WEALTH MANAGEMENT INC. | 763 | $33.5K | −$5 | Added$13.2K |
| Triumph Capital Management | 605 | $26.6K | — | New |
| CVA Family Office, LLC | 601 | $26.4K | — | Held |
| Gen-Wealth Partners Inc | 535 | $23.5K | — | Held |
| Thrivent Financial for Lutherans | 430.3K | $18.9K | — | Held |
| FRANKLIN RESOURCES INC | 416 | $18.3K | — | Held |
| AE Wealth Management LLC | 387 | $17K | — | Held |
| 1 NORTH WEALTH SERVICES LLC | 310 | $13.6K | — | Held |
| Spire Wealth Management | 293 | $12.9K | — | Held |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 268 | $11.8K | — | Held |
| Rockefeller Capital Management L.P. | 264 | $11.6K | — | Held |
| Fort Vancouver Investment Management, LLC | 256 | $11.2K | — | Held |
| IFP Advisors, Inc | 154 | $6.76K | −$2 | Added$86 |
| Golden State Wealth Management, LLC | 105 | $4.61K | — | Held |
| Larson Financial Group LLC | 76 | $3.34K | — | Held |
| BARRETT & COMPANY, INC. | 70 | $3.07K | — | Held |
| Qube Research & Technologies Ltd | 68 | $2.99K | — | Held |
| CoreCap Advisors, LLC | 66 | $2.9K | — | Held |
| Aptus Capital Advisors, LLC | 60 | $2.63K | — | Held |
| Betterment LLC | 47.2K | $2.07K | — | Held |
| NBT BANK N A /NY | 44 | $2.06K | — | Held |
| TUCKER ASSET MANAGEMENT LLC | 24 | $1.05K | — | New |
| PARK AVENUE SECURITIES LLC | 23.9K | $1.05K | — | Held |
| Cambridge Investment Research Advisors, Inc. | 22K | $968 | — | Held |
| Fidelity | 20 | $879 | — | Held |
| Janney Montgomery Scott LLC | 16.7K | $732 | — | Held |
| NATIXIS ADVISORS, LLC | 15.4K | $676 | — | Held |
| FLOW TRADERS U.S. LLC | 14.3K | $628 | — | Held |
| VALLEY NATIONAL ADVISERS INC | 14.1K | $618 | — | Held |
| Financial Connections Group, Inc. | 8.48K | $372 | — | Held |
| Keener Financial Planning LLC | 7.76K | $340 | — | Held |
| Kilter Group LLC | 4 | $176 | $0 | Held |
| BESSEMER GROUP INC | 3.48K | $153 | — | Held |
| CWM, LLC | 2.92K | $128 | — | Held |
| Hanson & Doremus Investment Management | 2.51K | $110 | — | Held |
| Capital Analysts, LLC | 1.37K | $60 | — | Held |