| BANK OF AMERICA CORP /DE/ | 8.14M | $179.7M | −$443.9K | Added$56.8M |
| MERCER GLOBAL ADVISORS INC /ADV | 6.19M | $136.6M | — | Held |
| Aptus Capital Advisors, LLC | 5.93M | $130.9M | — | Held |
| Capital Investment Advisors, LLC | 3.91M | $86.4M | — | Held |
| MORGAN STANLEY | 3.57M | $78.8M | −$232.8K | Added$14.4M |
| RAYMOND JAMES FINANCIAL INC | 3.55M | $78.3M | — | Held |
| WELLS FARGO & COMPANY/MN | 3.03M | $66.9M | — | Held |
| CAPITAL ADVISORS INC/OK | 3.03M | $66.8M | — | Held |
| ROYAL BANK OF CANADA | 2.34M | $51.7M | — | Held |
| HighTower Advisors, LLC | 2.29M | $50.6M | — | Held |
| UBS Group AG | 1.87M | $41.3M | — | Held |
| HM PAYSON & CO | 1.65M | $36.5M | — | Held |
| SIGMA INVESTMENT COUNSELORS INC | 1.62M | $35.8M | — | Held |
| Summit Financial, LLC | 1.57M | $34.8M | — | Held |
| Klingman & Associates, LLC | 1.57M | $34.6M | — | Held |
| Gratus Wealth Advisors, LLC | 1.48M | $32.7M | — | Held |
| Sound View Wealth Advisors Group, LLC | 1.48M | $32.6M | — | Held |
| Kathmere Capital Management, LLC | 1.38M | $30.4M | — | Held |
| NewEdge Advisors, LLC | 1.13M | $25M | — | Held |
| Apollon Wealth Management, LLC | 1.13M | $24.9M | — | Held |
| US BANCORP \DE\ | 1.12M | $24.7M | — | Held |
| RVW Wealth, LLC | 1.11M | $24.6M | — | Held |
| STIFEL FINANCIAL CORP | 957.5K | $21.1M | — | Held |
| WOODMONT INVESTMENT COUNSEL LLC | 953.9K | $21.1M | — | Held |
| Advisors Capital Management, LLC | 947.1K | $20.9M | — | Held |
| LPL Financial LLC | 857.5K | $18.9M | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 835.9K | $18.4M | −$63.8K | Added$770.1K |
| Howland Capital Management LLC | 807K | $17.8M | — | Held |
| EP Wealth Advisors, LLC | 722.7K | $15.9M | — | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | 695.9K | $15.4M | — | Held |
| Arrow Financial Corp | 667.2K | $14.7M | — | Held |
| Mariner, LLC | 616K | $13.6M | — | Held |
| Rockefeller Capital Management L.P. | 605K | $13.4M | — | Held |
| AMERIPRISE FINANCIAL INC | 600K | $13.2M | — | Held |
| PFG Private Wealth Management, LLC | 586.4K | $12.9M | — | Held |
| Venture Visionary Partners LLC | 568K | $12.6M | — | Held |
| Ironwood Financial, llc | 533K | $11.8M | — | Held |
| Kestra Advisory Services, LLC | 475.8K | $10.5M | — | Held |
| CAPTRUST FINANCIAL ADVISORS | 467.4K | $10.3M | — | Held |
| Probity Advisors, Inc. | 465.9K | $10.3M | — | Held |
| REBALANCE, LLC | 459.4K | $10.1M | — | Held |
| BENJAMIN EDWARDS INC | 454.2K | $10M | — | Held |
| LYELL WEALTH MANAGEMENT, LP | 453K | $10M | — | Held |
| First National Trust Co | 450.5K | $9.94M | — | Held |
| Commonwealth Financial Services, LLC | 439.2K | $9.69M | — | Held |
| Snowden Capital Advisors LLC | 438K | $9.67M | — | Held |
| CENTRAL TRUST Co | 436.4K | $9.63M | — | Held |
| RWA WEALTH PARTNERS, LLC | 432.9K | $9.55M | — | Held |
| NOVEM GROUP | 426.9K | $9.42M | — | Held |
| MinichMacGregor Wealth Management, LLC | 426.6K | $9.42M | — | Held |
| Parkway Wealth Management Group, LLC | 418.8K | $9.24M | — | Held |
| BlackRock, Inc. | 409.2K | $9.03M | — | Held |
| Guidance Point Advisors, LLC | 397.6K | $8.78M | — | Held |
| Centric Wealth Management | 394.3K | $8.69M | — | Held |
| EIGHT 31 FINANCIAL, LLC | 369.7K | $8.16M | — | Held |
| Atlantic Union Bankshares Corp | 362.8K | $8.01M | — | Held |
| Parallel Advisors, LLC | 353K | $7.79M | — | Held |
| Sanctuary Advisors, LLC | 344.4K | $7.6M | −$1.79K | Added$7.11M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 329.4K | $7.27M | — | Held |
| Cornerstone Planning, LLC | 328.4K | $7.25M | — | Held |
| Glenview Trust Co | 322.2K | $7.11M | — | Held |
| ARCADIA INVESTMENT ADVISORS LLC | 293.7K | $6.48M | — | Held |
| Lido Advisors, LLC | 285.4K | $6.31M | — | Held |
| Praetorian Wealth Management, Inc. | 277K | $6.11M | — | Held |
| Allworth Financial LP | 269.4K | $5.95M | −$1.86K | Added$5.43M |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 254.9K | $5.63M | — | Held |
| Wilkins Miller Wealth Management, LLC | 252.8K | $5.58M | — | Held |
| Signature Wealth Management Group | 248.4K | $5.48M | — | Held |
| OneDigital Investment Advisors LLC | 248.4K | $5.48M | — | Held |
| Krilogy Financial LLC | 244.9K | $5.41M | — | Held |
| 4Thought Financial Group Inc. | 239.7K | $5.29M | — | Held |
| LBMC INVESTMENT ADVISORS, LLC | 239.3K | $5.28M | — | Held |
| Atria Investments, Inc | 233.6K | $5.16M | — | Held |
| Cetera Investment Advisers | 229.8K | $5.07M | — | Held |
| Windsor Capital Management, LLC | 228.5K | $5.04M | — | Held |
| IFP Advisors, Inc | 227.5K | $5.02M | −$10.1K | Added$2.22M |
| HANCOCK WHITNEY CORP | 224.9K | $4.96M | — | Held |
| NESTEGG ADVISORS, INC. | 211K | $4.66M | — | Held |
| ENVESTNET ASSET MANAGEMENT INC | 204.8K | $4.52M | — | Held |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 200.9K | $4.43M | — | Held |
| Keeler Thomas Management LLC | 200.8K | $4.43M | — | Held |
| Houlihan Financial Resource Group, Ltd. | 197.3K | $4.36M | — | Held |
| Winthrop Partners - WNY, LLC | 196.9K | $4.34M | — | Held |
| MEMBERS WEALTH LLC | 193.9K | $4.28M | — | Held |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 181.4K | $4.01M | — | Held |
| Rossmore Private Capital | 178K | $3.93M | — | Held |
| MCF Advisors LLC | 170K | $3.75M | — | Held |
| HAMEL ASSOCIATES, INC. | 163K | $3.6M | — | Held |
| Quantum Financial Advisors, LLC | 161.3K | $3.56M | — | Held |
| PRECEDENT WEALTH PARTNERS, LLC | 155.8K | $3.44M | — | Held |
| ROMANO BROTHERS AND COMPANY | 155.8K | $3.44M | — | Held |
| FULTON BREAKEFIELD BROENNIMAN LLC | 154.4K | $3.41M | — | Held |
| OSAIC HOLDINGS, INC. | 150.4K | $3.32M | — | Held |
| Beacon Pointe Advisors, LLC | 149.6K | $3.3M | — | Held |
| Stonebrook Private Inc. | 144.9K | $3.2M | — | Held |
| ADIRONDACK TRUST CO | 132.8K | $2.93M | — | Held |
| Penobscot Investment Management Company, Inc. | 130.4K | $2.88M | — | Held |
| J.W. COLE ADVISORS, INC. | 129.5K | $2.86M | — | Held |
| LifePlan Financial, LLC | 122.4K | $2.7M | — | Held |
| JONES FINANCIAL COMPANIES LLLP | 121K | $2.67M | — | Held |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 118.1K | $2.61M | — | Held |
| Twin Cities Retirement Group LLC | 115.5K | $2.55M | — | Held |
| Global Retirement Partners, LLC | 113.9K | $2.51M | — | Held |
| Arcataur Capital Management LLC | 112.4K | $2.48M | — | Held |
| Leo Wealth, LLC | 111.4K | $2.46M | — | Held |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 109.6K | $2.42M | — | Held |
| INSTRUMENTAL WEALTH, LLC | 107.5K | $2.39M | — | Held |
| Valmark Advisers, Inc. | 105.1K | $2.32M | — | Held |
| Stratos Wealth Partners, LTD. | 104.3K | $2.3M | — | Held |
| Laurel Wealth Advisors LLC | 100.9K | $2.23M | — | Held |
| Associated Banc-Corp | 98.6K | $2.18M | — | Held |
| FourThought Financial Partners, LLC | 93.9K | $2.07M | — | Held |
| Greater Midwest Financial Group, LLC | 93.2K | $2.06M | — | Held |
| Gotham Asset Management, LLC | 91.2K | $2.01M | — | Held |
| Meridian Wealth Management, LLC | 91.1K | $2.01M | — | Held |
| KINTRA WEALTH, LLC | 88.9K | $1.96M | — | Held |
| LFA - Lugano Financial Advisors SA | 87.8K | $1.94M | — | Held |
| WRAPMANAGER INC | 87.7K | $1.94M | — | Held |
| Segment Wealth Management, LLC | 86.8K | $1.92M | — | Held |
| Sowell Financial Services LLC | 83.4K | $1.84M | — | Held |
| Resonant Capital Advisors, LLC | 82K | $1.81M | — | Held |
| Wealthstar Advisors, LLC | 81.8K | $1.81M | — | Held |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 81.6K | $1.8M | — | Held |
| Cornell Pochily Investment Advisors, Inc. | 81.4K | $1.8M | — | Held |
| BEACON FINANCIAL GROUP | 79.3K | $1.75M | — | Held |
| Breachway Investments LLC | 78.8K | $1.74M | — | Held |
| COLDSTREAM CAPITAL MANAGEMENT INC | 77.1K | $1.7M | — | Held |
| Crews Bank & Trust | 76.5K | $1.69M | — | Held |
| SPINNAKER TRUST | 76.1K | $1.68M | — | Held |
| CABOT WEALTH MANAGEMENT INC | 75.8K | $1.67M | — | Held |
| Quadrature Capital Ltd | 73.8K | $1.63M | — | Held |
| Cherry Tree Wealth Management, LLC | 72.8K | $1.61M | — | Held |
| DRIVE WEALTH MANAGEMENT, LLC | 70.1K | $1.55M | — | Held |
| Beaumont Asset Management, L.L.C. | 70.1K | $1.55M | — | Held |
| Chesley Taft & Associates LLC | 68K | $1.5M | — | Held |
| Oldfather Financial Services, LLC | 66K | $1.46M | — | Held |
| Paradigm, Strategies in Wealth Management, LLC | 65.9K | $1.45M | — | Held |
| Merit Financial Group, LLC | 64.4K | $1.42M | — | Held |
| Private Advisor Group, LLC | 61.7K | $1.36M | — | Held |
| Godshalk Welsh Capital Management, Inc. | 61.6K | $1.36M | — | Held |
| Freestone Capital Holdings, LLC | 60.4K | $1.33M | — | Held |
| NovaPoint Capital, LLC | 59K | $1.3M | — | Held |
| Composition Wealth, LLC | 58.9K | $1.3M | — | Held |
| SONATA CAPITAL GROUP INC | 55.6K | $1.23M | — | Held |
| Archford Capital Strategies, LLC | 55K | $1.21M | — | Held |
| OPPENHEIMER & CO INC | 53.7K | $1.19M | — | Held |
| SAX WEALTH ADVISORS, LLC | 53K | $1.17M | — | Held |
| Walleye Partners, LLC | 51.5K | $1.14M | — | Held |
| InvesTrust | 51.4K | $1.13M | — | Held |
| Bank of New Hampshire | 50K | $1.1M | — | Held |
| MEITAV INVESTMENT HOUSE LTD | 49.5K | $1.09M | — | Held |
| LITTLE HOUSE CAPITAL LLC | 48.7K | $1.08M | — | Held |
| Farmers National Bank | 48.3K | $1.07M | −$3.72K | Added$36.2K |
| Gilbert & Cook, Inc. | 48.2K | $1.06M | — | Held |
| REDW Wealth LLC | 47.8K | $1.05M | — | Held |
| HARBOR ADVISORY CORP /MA/ | 46.9K | $1.03M | — | Held |
| Montecito Bank & Trust | 45.4K | $1M | — | Held |
| Farther Finance Advisors, LLC | 44.6K | $983.7K | — | Held |
| Integrated Wealth Concepts LLC | 42.5K | $938.4K | — | Held |
| COWA, LLC | 42.4K | $935.8K | — | Held |
| Belpointe Asset Management LLC | 41.2K | $909.2K | — | Held |
| Jacobi Capital Management LLC | 40.8K | $899.7K | — | Held |
| Jefferson Bridge Capital, LLC | 40.1K | $886.1K | — | Held |
| McGlone Suttner Wealth Management, Inc. | 38.5K | $848.7K | — | Held |
| MONECO ADVISORS, LLC | 37.9K | $836.4K | — | Held |
| Alliance Wealth Advisors, LLC /UT | 37.8K | $834.1K | — | Held |
| Foundry Financial Group, Inc. | 37.6K | $830.8K | — | Held |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 37.1K | $819.4K | — | Held |
| CGN Advisors LLC | 36.8K | $811.9K | — | Held |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 34.8K | $767.3K | — | Held |
| HARBOR INVESTMENT ADVISORY, LLC | 34.6K | $764.2K | — | Held |
| STAR Financial Bank | 34.3K | $756.5K | — | Held |
| Reliant Wealth Planning | 33.4K | $736.4K | — | Held |
| Brookstone Capital Management | 33K | $728.8K | — | Held |
| First Interstate Bank | 32.8K | $723.5K | — | Held |
| Gilbert Capital Group, Inc. | 32.3K | $713.5K | −$1.87K | Added$195.1K |
| Newman Dignan & Sheerar, Inc. | 32K | $705.9K | — | Held |
| DecisionMap Wealth Management, LLC | 31.3K | $690.6K | — | Held |
| Focus Partners Wealth | 30.5K | $673.6K | — | Held |
| Gradient Capital Advisors, LLC | 30K | $662.1K | — | Held |
| Foundation Wealth Management, LLC | 29.2K | $645.3K | — | Held |
| Sightline Wealth Advisors, LLC | 28.3K | $624.5K | — | Held |
| 10Elms LLP | 27.6K | $610K | — | Held |
| DEARBORN PARTNERS LLC | 27.6K | $609K | — | Held |
| FIFTH THIRD BANCORP | 27.6K | $608.3K | — | Held |
| StoneX Group Inc. | 27.2K | $600.9K | — | Held |
| Hyposwiss Advisors SA | 26.4K | $583.2K | — | Held |
| GTS SECURITIES LLC | 26.1K | $576.7K | — | Held |
| Dorsey & Whitney Trust CO LLC | 26K | $573.8K | — | Held |
| TABLEAUX LLC | 25.2K | $555.5K | — | Held |
| TRUIST FINANCIAL CORP | 24.9K | $550.5K | — | Held |
| Creative Planning | 24.7K | $544.4K | — | Held |
| Stokes Family Office, LLC | 23.8K | $526.3K | — | Held |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 23.5K | $518K | — | Held |
| XML Financial, LLC | 23.4K | $517.5K | — | Held |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 23.3K | $513.5K | — | Held |
| GREAT VALLEY ADVISOR GROUP, INC. | 23K | $508.3K | — | Held |
| Redwood Financial Network Corp | 22.9K | $505.9K | — | Held |
| Great Diamond Partners, LLC | 22.7K | $501.6K | — | Held |
| NEUBERGER BERMAN GROUP LLC | 22.3K | $492.8K | — | Held |
| MML INVESTORS SERVICES, LLC | 22.1K | $487K | — | Held |
| Equitable Holdings, Inc. | 22K | $486.2K | — | Held |
| CFO CAPITAL MANAGEMENT LLC | 21.4K | $473K | — | Held |
| Advisory Services Network, LLC | 21.4K | $471.9K | — | Held |
| Ellis Investment Partners, LLC | 20.6K | $454.5K | — | Held |
| Prosperity Planning, Inc. | 20.5K | $452.8K | — | Held |
| CARY STREET PARTNERS FINANCIAL LLC | 20.3K | $447.6K | — | Held |
| Mutual Advisors, LLC | 19.7K | $435K | — | Held |
| Clearstead Trust, LLC | 19.6K | $431.8K | — | Held |
| SIMON QUICK ADVISORS, LLC | 18.9K | $417.6K | — | Held |
| NAPLES GLOBAL ADVISORS, LLC | 18.6K | $410.9K | — | Held |
| Fortis Capital Management LLC | 18.2K | $401.8K | — | Held |
| Advance Capital Management, Inc. | 17.8K | $393.5K | — | Held |
| American Trust | 17.3K | $381.6K | — | Held |
| OAK FAMILY ADVISORS, LLC | 17.2K | $379.7K | — | Held |
| Clearstead Advisors, LLC | 17.1K | $377.5K | — | Held |
| Gryphon Financial Partners LLC | 16.9K | $373.7K | — | Held |
| Yoder Wealth Management, Inc. | 16.9K | $373K | — | Held |
| Forvis Mazars Wealth Advisors, LLC | 16.5K | $364K | — | Held |
| Bank of New York Mellon Corp | 16.1K | $354.8K | — | Held |
| Straight Path Wealth Management | 15.9K | $351.9K | — | Held |
| Cyr Financial Inc. | 15.6K | $344.3K | — | Held |
| Golden State Equity Partners | 15.6K | $344.3K | — | Held |
| MIDLAND WEALTH ADVISORS, LLC | 15.4K | $339K | — | Held |
| 4J Wealth Management LLC | 15.2K | $334.8K | — | Held |
| COMERICA BANK | 14.9K | $328.9K | — | Held |
| ROBINSON SMITH WEALTH ADVISORS LLC | 14.8K | $326.4K | — | Held |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 14.7K | $324.9K | — | Held |
| Princeton Global Asset Management LLC | 14.6K | $322.2K | — | Held |
| Johnson Bixby & Associates, LLC | 14.5K | $319.2K | — | Held |
| Banque Cantonale Vaudoise | 14K | $308K | — | Held |
| Advisor OS, LLC | 13.7K | $302.6K | — | Held |
| Koshinski Asset Management, Inc. | 13.7K | $302.6K | — | Held |
| NWAM LLC | 12.9K | $284.5K | −$1.63K | Added$715 |
| Element Wealth, LLC | 12.9K | $284.4K | — | Held |
| TD Waterhouse Canada Inc. | 13K | $283.2K | — | Held |
| Kesler, Norman & Wride, LLC | 12.8K | $282.2K | — | Held |
| Arkadios Wealth Advisors | 12.5K | $276.3K | — | Held |
| Accretive Wealth Partners, LLC | 12.5K | $275K | — | Held |
| Hurley Capital, LLC | 12.4K | $274.1K | — | Held |
| Heartland Bank & Trust Co | 12.4K | $273.3K | — | Held |
| Robertson Stephens Wealth Management, LLC | 12.3K | $271.5K | — | Held |
| Moors & Cabot, Inc. | 11.8K | $260.4K | — | Held |
| Austin Private Wealth, LLC | 11.7K | $257.8K | — | Held |
| Van Hulzen Asset Management, LLC | 11.4K | $251.6K | — | Held |
| ALTERNA WEALTH MANAGEMENT, INC | 11.3K | $249K | — | Held |
| Chicago Partners Investment Group LLC | 11.3K | $248.6K | — | Held |
| Addison Advisors LLC | 11.2K | $247.6K | — | Held |
| Granite Harbor Advisors, Inc. | 11.1K | $243.9K | — | Held |
| Sarver Vrooman Wealth Advisors | 11K | $241.8K | — | Held |