| SEI INVESTMENTS CO | 223.9K | $10.4M | — | Held |
| BAILARD, INC. | 112.4K | $5.23M | — | Held |
| Invera Wealth Advisors, LLC | 106K | $4.93M | — | Held |
| Values Added Financial LLC | 80.2K | $3.73M | — | Held |
| RWA WEALTH PARTNERS, LLC | 59.9K | $2.79M | — | Held |
| Cambridge Financial Group, LLC | 46.4K | $2.11M | — | Held |
| Balanced Rock Investment Advisors LLC | 44.9K | $2.09M | — | Held |
| Atlantic Private Wealth, LLC | 33.9K | $1.58M | — | Held |
| Walkner Condon Financial Advisors LLC | 25.5K | $1.19M | — | Held |
| Plum Street Advisors, LLC | 24.1K | $1.12M | — | Held |
| LAZARD ASSET MANAGEMENT LLC | 21.7K | $1.01M | — | Held |
| SageView Advisory Group, LLC | 20.1K | $933.3K | — | Held |
| Robertson Stephens Wealth Management, LLC | 16.8K | $783.2K | — | Held |
| ROYAL BANK OF CANADA | 16.7K | $777K | — | Held |
| OSAIC HOLDINGS, INC. | 14.9K | $691K | — | Held |
| GOULD ASSET MANAGEMENT LLC /CA/ | 13K | $606.1K | — | Held |
| MML INVESTORS SERVICES, LLC | 12.8K | $596.8K | — | Held |
| Ally Invest Advisors Inc. | 10.6K | $495K | — | Held |
| Haverford Trust Co | 9.86K | $458.6K | — | Held |
| Stratos Wealth Partners, LTD. | 9.54K | $443.8K | — | Held |
| Beacon Pointe Advisors, LLC | 9.29K | $432.4K | — | Held |
| Pathstone Holdings, LLC | 8.84K | $411.4K | — | Held |
| SUMMIT WEALTH GROUP LLC / CO | 8.36K | $389K | — | New |
| MAI Capital Management | 8.34K | $388.1K | — | Held |
| Modern Wealth Management, LLC | 7.91K | $368K | — | Held |
| RFG Advisory, LLC | 7.28K | $338.6K | — | Held |
| Abacus Planning Group, Inc. | 7.06K | $328.4K | — | Held |
| Asset Dedication, LLC | 6.55K | $304.9K | — | Held |
| KWB Wealth | 6.39K | $297.3K | — | Held |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 5.47K | $254.4K | — | Held |
| Cetera Investment Advisers | 5.32K | $247.7K | — | Held |
| Optas, LLC | 5.27K | $245.3K | — | Held |
| DIVERSIFIED TRUST CO | 5.08K | $236.4K | — | Held |
| Savant Capital, LLC | 4.84K | $225.4K | $5.94K | Added$11.1K |
| Main Street Financial Solutions, LLC | 4.74K | $220.4K | — | Held |
| Talisman Wealth Advisors LLC | 8.8K | $213.8K | — | Held |
| Financially in Tune, LLC | 4.58K | $213.1K | — | Held |
| Stewardship Advisors, LLC | 4.33K | $201.7K | — | Held |
| MORGAN STANLEY | 4.19K | $195K | $3.93K | Added$53.1K |
| Biltmore Family Office, LLC | 2.88K | $133.9K | — | Held |
| NBT BANK N A /NY | 2.57K | $119.4K | — | Held |
| Steward Partners Investment Advisory, LLC | 2.17K | $100.9K | — | Held |
| RAELIPSKIE PARTNERSHIP | 2.16K | $100.5K | — | Held |
| Longview Financial Advisors LLC | 1.93K | $89.9K | — | Held |
| Smartleaf Asset Management LLC | 1.25K | $58.6K | — | Held |
| Kestra Advisory Services, LLC | 780 | $36.3K | — | Held |
| Physician Wealth Advisors, Inc. | 555 | $25.8K | — | Held |
| Timmons Wealth Management, LLC | 539 | $25.1K | — | Held |
| Farther Finance Advisors, LLC | 210 | $9.77K | — | Held |
| Triumph Capital Management | 115 | $5.35K | — | New |
| Fidelity | 115 | $5.33K | — | Held |
| Aptus Capital Advisors, LLC | 75 | $3.49K | — | Held |
| WOLFF WIESE MAGANA LLC | 46 | $2.14K | — | Held |
| BIRCHBROOK, INC. | 43 | $2K | — | Held |
| UBS Group AG | 33 | $1.54K | — | Held |
| Federation des caisses Desjardins du Quebec | 30 | $1.4K | — | Held |
| WELLS FARGO & COMPANY/MN | 1 | $45 | — | Held |