| MORGAN STANLEY | 3.4M | $74.6M | −$3.7K | Added$66.5M |
| BANK OF AMERICA CORP /DE/ | 2.19M | $48M | −$6.8K | Added$33.1M |
| WELLS FARGO & COMPANY/MN | 2.02M | $44.2M | — | Held |
| MERCER GLOBAL ADVISORS INC /ADV | 1.97M | $43.1M | — | Held |
| TRUE Private Wealth Advisors | 1.93M | $42.5M | — | Held |
| Brookstone Capital Management | 1.73M | $37.9M | — | Held |
| RAYMOND JAMES FINANCIAL INC | 1.5M | $33M | — | Held |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1.06M | $23.2M | — | Held |
| Asset Advisors Investment Management, LLC | 1.04M | $22.9M | — | Held |
| UBS Group AG | 1.03M | $22.7M | — | Held |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 1M | $22M | — | Held |
| STIFEL FINANCIAL CORP | 954.6K | $20.9M | — | Held |
| ATWOOD & PALMER INC | 927.4K | $20.4M | — | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | 891.6K | $19.6M | — | Held |
| Journey Advisory Group, LLC | 773K | $17M | — | Held |
| BENJAMIN EDWARDS INC | 751.7K | $16.5M | — | Held |
| Denver PWM, LLC | 690.4K | $15.1M | — | Held |
| MKT Advisors LLC | 597.8K | $13.1M | — | Held |
| LPL Financial LLC | 530.2K | $11.6M | — | Held |
| Legacy Private Trust Co. | 524.4K | $11.5M | — | Held |
| Wealth Management Strategies, Inc. | 512.3K | $11.2M | — | Held |
| Krilogy Financial LLC | 497.1K | $10.9M | — | Held |
| Stratos Wealth Partners, LTD. | 495.7K | $10.9M | — | Held |
| Probity Advisors, Inc. | 437.4K | $9.6M | — | Held |
| EIGHT 31 FINANCIAL, LLC | 432.7K | $9.5M | — | Held |
| NewEdge Advisors, LLC | 426.2K | $9.35M | — | Held |
| Waycross Investment Management Co | 424.9K | $9.32M | — | Held |
| HM PAYSON & CO | 404.7K | $8.88M | — | Held |
| SHELTON WEALTH MANAGEMENT, LLC | 397.7K | $8.73M | — | Held |
| Robertson Stephens Wealth Management, LLC | 348.1K | $7.64M | — | Held |
| D.A. DAVIDSON & CO. | 338.8K | $7.44M | — | Held |
| OSAIC HOLDINGS, INC. | 302.4K | $6.64M | — | Held |
| FAGAN ASSOCIATES, INC. | 296.3K | $6.5M | — | Held |
| SPRENG CAPITAL MANAGEMENT, INC. | 293.9K | $6.45M | — | Held |
| BlackRock, Inc. | 290.3K | $6.37M | — | Held |
| FORONJY FINANCIAL LLC | 289.3K | $6.35M | — | Held |
| CENTRAL TRUST Co | 256.1K | $5.62M | — | Held |
| REBALANCE, LLC | 255.8K | $5.61M | — | Held |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 230K | $5.05M | — | Held |
| Stockman Wealth Management, Inc. | 223.7K | $4.91M | — | Held |
| AMERIPRISE FINANCIAL INC | 209.3K | $4.59M | — | Held |
| ROYAL BANK OF CANADA | 202.3K | $4.44M | — | Held |
| Belpointe Asset Management LLC | 188.6K | $4.14M | — | Held |
| Baird Financial Group, Inc. | 185.2K | $4.06M | — | Held |
| BIP Wealth, LLC | 184.5K | $4.05M | — | Held |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 180.5K | $3.96M | — | Held |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 176.7K | $3.88M | — | Held |
| Financial Engines Advisors L.L.C. | 169.8K | $3.73M | — | Held |
| Baltimore-Washington Financial Advisors, Inc. | 168.3K | $3.69M | — | Held |
| SIGNATUREFD, LLC | 160.5K | $3.52M | — | Held |
| Integrated Wealth Concepts LLC | 155.1K | $3.4M | — | Held |
| Accretive Wealth Partners, LLC | 154.7K | $3.39M | — | Held |
| Asset Dedication, LLC | 151.3K | $3.32M | — | Held |
| Parallel Advisors, LLC | 142.2K | $3.12M | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 141.3K | $3.1M | −$1.37K | Added$83.6K |
| Howland Capital Management LLC | 140.2K | $3.08M | — | Held |
| Cetera Investment Advisers | 137.7K | $3.02M | — | Held |
| Keeler Thomas Management LLC | 121K | $2.65M | — | Held |
| SCS Capital Management LLC | 115.8K | $2.54M | — | Held |
| Northstar Group, Inc. | 111.7K | $2.45M | — | Held |
| HighTower Advisors, LLC | 103.2K | $2.26M | — | Held |
| Hughes Financial Services, LLC | 98.1K | $2.15M | — | Held |
| CAPTRUST FINANCIAL ADVISORS | 95.3K | $2.09M | — | Held |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 93.1K | $2.04M | — | Held |
| Apella Capital, LLC | 92.8K | $2.04M | — | Held |
| Sanctuary Advisors, LLC | 92.8K | $2.04M | −$837 | Added$216.5K |
| Atria Investments, Inc | 86.5K | $1.9M | — | Held |
| FF Advisors,LLC | 82.2K | $1.8M | — | Held |
| Valmark Advisers, Inc. | 76.2K | $1.67M | — | Held |
| IFP Advisors, Inc | 75.2K | $1.65M | −$638 | Added$247.8K |
| Allworth Financial LP | 73.6K | $1.61M | −$599 | Added$299.3K |
| Leo Wealth, LLC | 68.3K | $1.5M | — | Held |
| Associated Banc-Corp | 66.7K | $1.46M | — | Held |
| TITLEIST ASSET MANAGEMENT, LLC | 66.3K | $1.46M | — | Held |
| KING LUTHER CAPITAL MANAGEMENT CORP | 65.8K | $1.44M | — | Held |
| Foundry Financial Group, Inc. | 63K | $1.38M | — | Held |
| Montecito Bank & Trust | 57K | $1.25M | — | Held |
| Reliant Wealth Planning | 55.9K | $1.23M | — | Held |
| Financial Advisory Corp | 46.9K | $1.03M | — | Held |
| JIM SAULNIER & ASSOCIATES, LLC | 45.6K | $1M | — | Held |
| Chris Bulman Inc | 43.3K | $949.5K | — | Held |
| Snowden Capital Advisors LLC | 43K | $943.7K | — | Held |
| Atlantic Private Wealth, LLC | 42.8K | $938.6K | — | Held |
| GOLDMAN SACHS GROUP INC | 42K | $922.4K | — | Held |
| CARY STREET PARTNERS FINANCIAL LLC | 40.1K | $880.8K | — | Held |
| Compass Ion Advisors, LLC | 38.1K | $835.6K | — | Held |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 36.8K | $807.6K | — | Held |
| KFG WEALTH MANAGEMENT, LLC | 35.6K | $781.3K | — | Held |
| Summit Wealth Partners, LLC | 33.8K | $766.1K | — | Held |
| Mendota Financial Group, LLC | 31.3K | $687.2K | — | Held |
| Capital Investment Advisors, LLC | 31.2K | $685.5K | — | Held |
| Midwest Professional Planners, LTD. | 30.9K | $677.2K | — | Held |
| EVEXIA WEALTH LLC | 30.3K | $665.3K | — | Held |
| STAR Financial Bank | 28.7K | $629.9K | — | Held |
| Straight Path Wealth Management | 28.3K | $620K | — | Held |
| Blake Schutter Theil Wealth Advisors, LLC | 27.6K | $605.2K | — | Held |
| Icahn Capital | 26.9K | $591.4K | — | Held |
| L2 Asset Management, LLC | 26.5K | $581.6K | — | Held |
| Granite Harbor Advisors, Inc. | 26.3K | $578.1K | — | Held |
| DUNCKER STREETT & CO INC | 26.3K | $577.4K | — | Held |
| JANE STREET GROUP, LLC | 25.4K | $557.1K | — | Held |
| Old Port Advisors | 25K | $548.2K | — | Held |
| HARBOUR INVESTMENTS, INC. | 24.6K | $540K | — | Held |
| SHUFRO ROSE & CO LLC | 24.6K | $539.8K | — | Held |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 24.1K | $529.6K | — | Held |
| ENVESTNET ASSET MANAGEMENT INC | 22.9K | $501.5K | — | Held |
| Cerity Partners LLC | 22.2K | $487.5K | — | Held |
| Daybright Advisory Services, Inc. | 21.3K | $466.4K | — | Held |
| NATIONAL BANK OF CANADA /FI/ | 20.8K | $456.7K | — | Held |
| Kestra Advisory Services, LLC | 20.7K | $454.7K | — | Held |
| Austin Private Wealth, LLC | 20.5K | $450.4K | — | Held |
| MML INVESTORS SERVICES, LLC | 19.9K | $436.3K | — | Held |
| Jacobi Capital Management LLC | 19.6K | $430.3K | — | Held |
| Heartland Bank & Trust Co | 19.6K | $429.9K | — | Held |
| Focus Partners Wealth | 19.5K | $429K | — | Held |
| Walleye Partners, LLC | 19K | $416K | — | Held |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 18.3K | $401.5K | — | Held |
| Independent Advisor Alliance | 18.1K | $396.9K | — | Held |
| Merit Financial Group, LLC | 18K | $395.2K | — | Held |
| Great Diamond Partners, LLC | 17.2K | $376.6K | — | Held |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 17K | $374K | — | Held |
| Madrid Wealth Management, LLC | 16.9K | $370.9K | — | Held |
| OneDigital Investment Advisors LLC | 16.7K | $365.4K | — | Held |
| Signature Wealth Management Group | 16.7K | $365.4K | — | Held |
| TABLEAUX LLC | 16.4K | $359.1K | — | Held |
| Prime Capital Investment Advisors, LLC | 16.3K | $357.2K | — | Held |
| TRANSCEND CAPITAL ADVISORS, LLC | 15.9K | $349.5K | — | Held |
| Kestra Investment Management, LLC | 15.9K | $349.4K | — | Held |
| DecisionMap Wealth Management, LLC | 15.8K | $347.3K | — | Held |
| COWA, LLC | 15.7K | $345.1K | — | Held |
| Trinity Wealth Management, LLC | 15.7K | $343.8K | — | Held |
| Prosperity Planning, Inc. | 15.6K | $341.9K | — | Held |
| BARRETT & COMPANY, INC. | 15.5K | $339.6K | — | Held |
| Cyr Financial Inc. | 15.5K | $339.2K | — | Held |
| COLDSTREAM CAPITAL MANAGEMENT INC | 14.5K | $317.6K | — | Held |
| CGN Advisors LLC | 13.7K | $301.5K | — | Held |
| JAMES INVESTMENT RESEARCH, INC. | 13.7K | $300.6K | — | Held |
| Cambridge Financial Group, LLC | 14K | $299K | — | Held |
| Crews Bank & Trust | 13.6K | $298.2K | — | Held |
| MLP3, LLC | 13.2K | $290.6K | — | Held |
| Global Retirement Partners, LLC | 13.1K | $286.5K | — | Held |
| LEVEL FOUR ADVISORY SERVICES, LLC | 13.1K | $286.4K | — | Held |
| PRINCIPAL SECURITIES, INC. | 12.9K | $284.1K | — | Held |
| Advisory Services Network, LLC | 12.9K | $283.7K | — | Held |
| LIBERTY WEALTH MANAGEMENT LLC | 12.9K | $282.6K | — | Held |
| Alamar Capital Management, LLC | 12.7K | $278.7K | — | Held |
| CFS Investment Advisory Services, LLC | 12.4K | $272.2K | — | Held |
| Jaffetilchin Investment Partners, LLC | 12.2K | $268K | — | Held |
| Resonant Capital Advisors, LLC | 12.1K | $265.1K | — | Held |
| Element Wealth, LLC | 11.9K | $261.4K | — | Held |
| Conrad Siegel Investment Advisors, Inc. | 11.8K | $257.9K | — | Held |
| Highland Financial Advisors, LLC | 11.7K | $256.7K | — | Held |
| RFP Financial Group LLC | 11.7K | $256.4K | — | Held |
| O'Brien Wealth Partners LLC | 11.5K | $253.3K | — | Held |
| Guidance Point Advisors, LLC | 11.3K | $248.1K | — | Held |
| Trust Co | 10.2K | $224.8K | — | Held |
| Apollon Wealth Management, LLC | 10.1K | $222.3K | — | Held |
| Lido Advisors, LLC | 10K | $220.3K | — | Held |
| Black Maple Capital Management LP | 10K | $219.4K | — | Held |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 9.51K | $208.7K | — | Held |
| KINTRA WEALTH, LLC | 9.5K | $208.5K | — | Held |
| Beacon Pointe Advisors, LLC | 9.46K | $207.6K | — | Held |
| WASHINGTON TRUST Co | 9.36K | $205.4K | — | Held |
| Autumn Glory Partners, LLC | 9.23K | $202.6K | — | Held |
| Bank of New York Mellon Corp | 9.15K | $200.9K | — | Held |
| Towne Trust Company, N.A | 8.44K | $185.1K | — | Held |
| Physician Wealth Advisors, Inc. | 7.16K | $157.2K | — | Held |
| Cherry Tree Wealth Management, LLC | 6.29K | $138.1K | — | Held |
| Steward Partners Investment Advisory, LLC | 5.22K | $114.6K | — | Held |
| Atlantic Union Bankshares Corp | 5.12K | $112.3K | — | Held |
| Hara Capital LLC | 4.83K | $106K | — | Held |
| Pinnacle Bancorp, Inc. | 4.59K | $100.8K | — | Held |
| MAI Capital Management | 4.37K | $95.9K | — | Held |
| US BANCORP \DE\ | 4.09K | $89.9K | — | Held |
| CNB Bank | 3.62K | $79.4K | — | Held |
| Bogart Wealth, LLC | 3.2K | $70.3K | — | Held |
| Bank of Jackson Hole Trust | 2.83K | $62.2K | — | Held |
| High Note Wealth, LLC | 2.79K | $61.2K | — | Held |
| COMERICA BANK | 2.74K | $60.1K | — | Held |
| Hyposwiss Advisors SA | 2.28K | $50K | — | Held |
| Kohmann Bosshard Financial Services, LLC | 2.21K | $48.5K | — | Held |
| TD Capital Management LLC | 2.07K | $45.5K | — | Held |
| BANK OF MONTREAL /CAN/ | 1.75K | $38.5K | — | Held |
| MCF Advisors LLC | 1.33K | $29.3K | — | Held |
| Clayton Financial Group LLC | 1.04K | $22.9K | — | Held |
| Robbins Farley | 912 | $20K | — | Held |
| CWM, LLC | 710.7K | $15.6K | — | Held |
| HUNTINGTON NATIONAL BANK | 617 | $13.5K | — | Held |
| Fidelity | 444 | $9.74K | — | Held |
| GILPIN WEALTH MANAGEMENT, LLC | 388 | $8.52K | — | Held |
| CIBC Private Wealth Group LLC | 327 | $7.18K | — | Held |
| AE Wealth Management LLC | 287 | $6.3K | — | Held |
| PARK AVENUE SECURITIES LLC | 255.8K | $5.61K | — | Held |
| Janney Montgomery Scott LLC | 159.6K | $3.5K | — | Held |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 157.8K | $3.46K | — | Held |
| BOSTON FAMILY OFFICE LLC | 126.2K | $2.77K | — | Held |
| Key Capital Management, INC | 106 | $2.33K | — | Held |
| PNC Financial Services Group, Inc. | 64 | $1.4K | — | Held |
| Thrivent Financial for Lutherans | 46.2K | $1.01K | — | Held |
| Cambridge Investment Research Advisors, Inc. | 30.2K | $662 | — | Held |
| Opus Capital Group, LLC | 13.9K | $305 | — | Held |
| First PREMIER Bank | 3.59K | $79 | — | Held |
| JPMORGAN CHASE & CO | 1 | $22 | — | Held |
| HAZLETT, BURT & WATSON, INC. | 808 | $18 | — | Held |