| MORGAN STANLEY | 3.45M | $77.2M | −$66.5K | Added$2.8M |
| Focus Partners Wealth | 3.23M | $72.2M | — | Held |
| WELLS FARGO & COMPANY/MN | 2.85M | $63.8M | — | Held |
| BANK OF AMERICA CORP /DE/ | 2.65M | $59.3M | −$47.4K | Added$6.23M |
| MERCER GLOBAL ADVISORS INC /ADV | 2.27M | $50.8M | — | Held |
| RAYMOND JAMES FINANCIAL INC | 1.86M | $41.6M | — | Held |
| Brookstone Capital Management | 1.37M | $30.6M | — | Held |
| Asset Advisors Investment Management, LLC | 1.15M | $25.8M | — | Held |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1.04M | $23.4M | — | Held |
| UBS Group AG | 1.02M | $22.9M | — | Held |
| Financial Advisory Corp | 981.8K | $22M | — | Held |
| Stratos Wealth Partners, LTD. | 977K | $21.9M | — | Held |
| ATWOOD & PALMER INC | 924.1K | $20.7M | — | Held |
| Horizon Advisory Services, Inc. | 881.5K | $19.7M | — | Held |
| LPL Financial LLC | 852.7K | $19.1M | — | Held |
| Journey Advisory Group, LLC | 845.9K | $18.9M | — | Held |
| MKT Advisors LLC | 784.3K | $17.6M | — | Held |
| Denver PWM, LLC | 750K | $16.8M | — | Held |
| ROYAL BANK OF CANADA | 749.2K | $16.8M | — | Held |
| Baltimore-Washington Financial Advisors, Inc. | 716K | $16M | — | Held |
| MOSELEY INVESTMENT MANAGEMENT INC | 704.2K | $15.7M | — | Held |
| HM PAYSON & CO | 619K | $13.8M | — | Held |
| Integrated Wealth Concepts LLC | 588.4K | $13.2M | — | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | 586.8K | $13.1M | — | Held |
| Krilogy Financial LLC | 572.8K | $12.8M | — | Held |
| STIFEL FINANCIAL CORP | 556.7K | $12.4M | — | Held |
| Legacy Private Trust Co. | 548.3K | $12.3M | — | Held |
| Steward Partners Investment Advisory, LLC | 536.8K | $12M | — | Held |
| Trust Co | 503.7K | $11.3M | — | Held |
| AMERIPRISE FINANCIAL INC | 484.4K | $10.8M | — | Held |
| Wealth Management Strategies, Inc. | 456.6K | $10.2M | — | Held |
| Scissortail Wealth Management, LLC | 451.4K | $10.1M | — | Held |
| EIGHT 31 FINANCIAL, LLC | 424.9K | $9.5M | — | Held |
| Probity Advisors, Inc. | 421.5K | $9.43M | — | Held |
| SHELTON WEALTH MANAGEMENT, LLC | 389.6K | $8.71M | — | Held |
| Snowden Capital Advisors LLC | 384.8K | $8.61M | — | Held |
| OSAIC HOLDINGS, INC. | 348.5K | $7.8M | — | Held |
| NewEdge Advisors, LLC | 335.7K | $7.51M | — | Held |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 310.2K | $6.94M | — | Held |
| TITLEIST ASSET MANAGEMENT, LLC | 301K | $6.73M | — | Held |
| Northstar Group, Inc. | 300.9K | $6.73M | — | Held |
| Financial Engines Advisors L.L.C. | 298.8K | $6.68M | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 297.1K | $6.64M | −$5.56K | Added$413.6K |
| D.A. DAVIDSON & CO. | 293.5K | $6.56M | — | Held |
| BlackRock, Inc. | 284.6K | $6.36M | — | Held |
| CENTRAL TRUST Co | 273.8K | $6.12M | — | Held |
| Carmel Capital Partners, LLC | 269.9K | $6.04M | — | Held |
| REBALANCE, LLC | 264.9K | $5.92M | — | Held |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 238.4K | $5.33M | — | Held |
| BIP Wealth, LLC | 238.1K | $5.33M | — | Held |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 235.1K | $5.26M | — | Held |
| FCA CORP /TX | 219.8K | $4.91M | — | Held |
| Global Retirement Partners, LLC | 212.3K | $4.75M | — | Held |
| Baird Financial Group, Inc. | 206.2K | $4.61M | — | Held |
| Stockman Wealth Management, Inc. | 200.2K | $4.48M | — | Held |
| IFP Advisors, Inc | 184.7K | $4.13M | −$3.53K | Added$177.4K |
| SIGNATUREFD, LLC | 177.6K | $3.97M | — | Held |
| Apella Capital, LLC | 169K | $3.78M | — | Held |
| Asset Dedication, LLC | 157.8K | $3.53M | — | Held |
| Accretive Wealth Partners, LLC | 154.7K | $3.46M | — | Held |
| CHATHAM CAPITAL GROUP, INC. | 144.6K | $3.23M | — | Held |
| Ashton Thomas Private Wealth, LLC | 144.5K | $3.23M | — | Held |
| Portland Global Advisors LLC | 141K | $3.15M | — | Held |
| Parallel Advisors, LLC | 139.5K | $3.12M | — | Held |
| Belpointe Asset Management LLC | 139.4K | $3.12M | — | Held |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 139.4K | $3.12M | — | Held |
| Allworth Financial LP | 135.5K | $3.03M | −$2.71K | Cut−$158.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 132.1K | $2.96M | — | Held |
| Cetera Investment Advisers | 131.5K | $2.94M | — | Held |
| Howland Capital Management LLC | 125.8K | $2.81M | — | Held |
| Sanctuary Advisors, LLC | 125.7K | $2.81M | −$2.28K | Added$269.8K |
| Lantz Financial LLC | 119.1K | $2.66M | — | Held |
| Capital Investment Advisors, LLC | 117.8K | $2.63M | — | Held |
| JIM SAULNIER & ASSOCIATES, LLC | 115.8K | $2.59M | — | Held |
| TRANSCEND CAPITAL ADVISORS, LLC | 115.5K | $2.58M | — | Held |
| SCS Capital Management LLC | 113.5K | $2.54M | — | Held |
| Atria Investments, Inc | 111.8K | $2.5M | — | Held |
| Penobscot Investment Management Company, Inc. | 108.3K | $2.42M | — | Held |
| CAPTRUST FINANCIAL ADVISORS | 104.5K | $2.34M | — | Held |
| Leo Wealth, LLC | 103.9K | $2.32M | — | Held |
| Tower Research Capital LLC (TRC) | 103.4K | $2.31M | — | Held |
| Hughes Financial Services, LLC | 98.7K | $2.21M | — | Held |
| Essential Planning, LLC. | 95.6K | $2.14M | — | Held |
| GOULD ASSET MANAGEMENT LLC /CA/ | 94K | $2.1M | — | Held |
| Reliant Wealth Planning | 91.6K | $2.05M | — | Held |
| ENVESTNET ASSET MANAGEMENT INC | 90.8K | $2.03M | — | Held |
| TRUIST FINANCIAL CORP | 88.3K | $1.97M | — | Held |
| Associated Banc-Corp | 85K | $1.9M | — | Held |
| Midwest Professional Planners, LTD. | 81.9K | $1.83M | — | Held |
| Valmark Advisers, Inc. | 80.9K | $1.81M | — | Held |
| Foundry Financial Group, Inc. | 79.1K | $1.77M | — | Held |
| MML INVESTORS SERVICES, LLC | 77.5K | $1.73M | — | Held |
| Modern Wealth Management, LLC | 69K | $1.54M | — | Held |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 63.5K | $1.42M | — | Held |
| Keeler Thomas Management LLC | 61K | $1.36M | — | Held |
| Montecito Bank & Trust | 61K | $1.36M | — | Held |
| KFG WEALTH MANAGEMENT, LLC | 58.5K | $1.31M | — | Held |
| Delta Wealth Advisors LLC | 53.8K | $1.2M | — | Held |
| Horizons Wealth Management | 50.7K | $1.13M | — | Held |
| Kestra Advisory Services, LLC | 50.5K | $1.13M | — | Held |
| Mariner, LLC | 49.5K | $1.11M | — | Held |
| KING LUTHER CAPITAL MANAGEMENT CORP | 44.4K | $994K | — | Held |
| Granite Harbor Advisors, Inc. | 40.7K | $909.3K | — | Held |
| Compass Ion Advisors, LLC | 39.8K | $891.1K | — | Held |
| Gradient Investments LLC | 39.8K | $889.6K | — | Held |
| CARY STREET PARTNERS FINANCIAL LLC | 38.8K | $868.5K | — | Held |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 36K | $805.1K | — | Held |
| GOLDMAN SACHS GROUP INC | 35.4K | $792.2K | — | Held |
| Austin Private Wealth, LLC | 35K | $782.9K | — | Held |
| Chris Bulman Inc | 32.3K | $722.5K | — | Held |
| Straight Path Wealth Management | 32.1K | $718.4K | — | Held |
| CIBC WORLD MARKET INC. | 30.8K | $689.6K | — | Held |
| HighTower Advisors, LLC | 30.8K | $688.5K | — | Held |
| Mendota Financial Group, LLC | 30.7K | $687.2K | — | Held |
| Koss-Olinger Consulting, LLC | 28.8K | $643K | — | Held |
| KOM Wealth Management Group, LLC | 28.2K | $630.5K | — | Held |
| Modera Wealth Management, LLC | 28K | $625.4K | — | Held |
| Blake Schutter Theil Wealth Advisors, LLC | 27.6K | $618.1K | — | Held |
| HARBOUR INVESTMENTS, INC. | 27.5K | $614.5K | — | Held |
| BARRETT & COMPANY, INC. | 27.1K | $606.3K | — | Held |
| Gilbert & Cook, Inc. | 26.8K | $599.5K | — | Held |
| Merit Financial Group, LLC | 26.4K | $590.3K | — | Held |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 26.2K | $585.4K | — | Held |
| Cerity Partners LLC | 25.9K | $579.3K | — | Held |
| COLDSTREAM CAPITAL MANAGEMENT INC | 25.7K | $575.6K | — | Held |
| DUNCKER STREETT & CO INC | 25.3K | $565.6K | — | Held |
| Element Wealth, LLC | 25.2K | $564.3K | — | Held |
| Creative Planning | 25K | $559.2K | — | Held |
| LBMC INVESTMENT ADVISORS, LLC | 24.3K | $543.3K | — | Held |
| Grant Street Asset Management, Inc. | 24.1K | $538.9K | — | Held |
| NATIONAL BANK OF CANADA /FI/ | 23.6K | $527.6K | — | Held |
| MAI Capital Management | 23.2K | $518.5K | — | Held |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 22.1K | $495.1K | — | Held |
| Wealth Advisory Solutions, LLC | 22K | $491.3K | — | Held |
| EVEXIA WEALTH LLC | 21.8K | $487.6K | — | Held |
| PRINCIPAL SECURITIES, INC. | 20.9K | $468.3K | — | Held |
| Daybright Advisory Services, Inc. | 20.9K | $466.3K | — | Held |
| Lido Advisors, LLC | 20.5K | $457.6K | — | Held |
| TABLEAUX LLC | 20.1K | $450.7K | — | Held |
| Black Maple Capital Management LP | 20K | $447.3K | — | Held |
| Icahn Capital | 19.4K | $433.1K | — | Held |
| Beacon Pointe Advisors, LLC | 19.2K | $430.3K | — | Held |
| Heartland Bank & Trust Co | 19.2K | $429.6K | — | Held |
| Equitable Holdings, Inc. | 18.9K | $423.5K | — | Held |
| Jacobi Capital Management LLC | 18.5K | $413.2K | — | Held |
| Prosperity Planning, Inc. | 18.5K | $412.9K | — | Held |
| Independent Advisor Alliance | 18.3K | $409.1K | — | Held |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 17.8K | $397.8K | — | Held |
| CreativeOne Wealth, LLC | 17.7K | $396.1K | — | Held |
| Great Diamond Partners, LLC | 17.6K | $394.2K | — | Held |
| Walleye Partners, LLC | 17.2K | $383.8K | — | Held |
| OneDigital Investment Advisors LLC | 16.9K | $378.3K | — | Held |
| Signature Wealth Management Group | 16.9K | $378.3K | — | Held |
| TFR Capital, LLC. | 16.4K | $366.1K | — | Held |
| Wealthspire Advisors, LLC | 16.2K | $362.1K | — | Held |
| Prime Capital Investment Advisors, LLC | 16K | $357.2K | — | Held |
| MGO ONE SEVEN LLC | 15.8K | $352.8K | — | Held |
| Kestra Investment Management, LLC | 15.7K | $350.5K | — | Held |
| Pinnacle Bancorp, Inc. | 15.5K | $346.5K | — | Held |
| STAR Financial Bank | 15.5K | $345.6K | — | Held |
| Summit Wealth Partners, LLC | 15.4K | $345.4K | — | Held |
| Trinity Wealth Management, LLC | 15.4K | $344.1K | — | Held |
| Crews Bank & Trust | 15.1K | $337.7K | — | Held |
| CFS Investment Advisory Services, LLC | 14.3K | $320K | — | Held |
| Spectrum Asset Management, Inc. (NB/CA) | 13.8K | $308.7K | — | Held |
| Autumn Glory Partners, LLC | 13.7K | $306.2K | — | Held |
| KPP Advisory Services LLC | 13.6K | $303.6K | — | Held |
| Old Port Advisors | 13.5K | $301.9K | — | Held |
| Yoder Wealth Management, Inc. | 13.1K | $292.3K | — | Held |
| LEVEL FOUR ADVISORY SERVICES, LLC | 12.8K | $286.5K | — | Held |
| Alamar Capital Management, LLC | 12.7K | $284K | — | Held |
| Savvy Advisors, Inc. | 12.6K | $282.3K | — | Held |
| LIBERTY WEALTH MANAGEMENT LLC | 12.6K | $281.6K | — | Held |
| High Note Wealth, LLC | 12.1K | $269.7K | — | Held |
| Advisory Services Network, LLC | 12K | $268.9K | — | Held |
| DecisionMap Wealth Management, LLC | 12K | $268K | — | Held |
| RFP Financial Group LLC | 11.7K | $260.8K | — | Held |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 11.5K | $257.9K | — | Held |
| Highland Financial Advisors, LLC | 11.4K | $255.6K | — | Held |
| Cambridge Financial Group, LLC | 11.5K | $254.7K | — | Held |
| O'Brien Wealth Partners LLC | 11.3K | $253.3K | — | Held |
| Towne Trust Company, N.A | 11.3K | $252.7K | — | Held |
| Connecticut Wealth Management, LLC | 11.3K | $251.9K | — | Held |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 11.2K | $250K | — | Held |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 11.2K | $249.9K | — | Held |
| HANOVER ADVISORS INC | 10.6K | $236.4K | — | Held |
| Physician Wealth Advisors, Inc. | 10.5K | $234.2K | — | Held |
| Guidance Point Advisors, LLC | 10K | $224.1K | — | Held |
| Raab & Moskowitz Asset Management LLC | 9.73K | $217.7K | — | Held |
| Conrad Siegel Investment Advisors, Inc. | 9.58K | $214.2K | — | Held |
| Cyr Financial Inc. | 9.48K | $212.1K | — | Held |
| PRIVATE MANAGEMENT GROUP INC | 9.01K | $201.6K | — | Held |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 8.35K | $186.6K | — | Held |
| Cherry Tree Wealth Management, LLC | 6.04K | $135.1K | — | Held |
| Hills Bank & Trust Co | 5.14K | $114.9K | — | Held |
| SageView Advisory Group, LLC | 4.51K | $100.9K | — | Held |
| COMERICA BANK | 4.47K | $99.9K | — | Held |
| CNB Bank | 4.32K | $96.5K | — | Held |
| Bogart Wealth, LLC | 3.36K | $75.2K | — | Held |
| US BANCORP \DE\ | 3.05K | $68.2K | — | Held |
| Bank of Jackson Hole Trust | 2.77K | $62K | — | Held |
| Hara Capital LLC | 2.64K | $59.1K | — | Held |
| Kohmann Bosshard Financial Services, LLC | 2.15K | $48.1K | — | Held |
| Mascoma Wealth Management LLC | 1.99K | $44.4K | — | Held |
| Laurel Wealth Advisors LLC | 1.95K | $43.6K | — | Held |
| OLD SECOND NATIONAL BANK OF AURORA | 1.82K | $40.8K | — | Held |
| BANK OF MONTREAL /CAN/ | 1.72K | $38.4K | — | Held |
| Clearstead Trust, LLC | 1.33K | $29.7K | — | Held |
| MCF Advisors LLC | 1.31K | $29.3K | — | Held |
| PRIVATE TRUST CO NA | 1.16K | $26K | — | Held |
| Robbins Farley | 1.12K | $25.1K | — | Held |
| Fidelity | 1.11K | $24.9K | — | Held |
| Atlantic Union Bankshares Corp | 1.09K | $24.5K | — | Held |
| Clayton Financial Group LLC | 1.02K | $22.9K | — | Held |
| EASTERN BANK | 950 | $21.2K | — | Held |
| CWM, LLC | 705.6K | $15.8K | — | Held |
| GILPIN WEALTH MANAGEMENT, LLC | 379 | $8.48K | — | Held |
| CIBC Private Wealth Group LLC | 378 | $8.45K | — | Held |
| AE Wealth Management LLC | 282 | $6.31K | — | Held |
| BOSTON FAMILY OFFICE LLC | 251.7K | $5.63K | — | Held |
| Janney Montgomery Scott LLC | 240.4K | $5.38K | — | Held |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 158.6K | $3.55K | — | Held |
| Thrivent Financial for Lutherans | 109.7K | $2.45K | — | Held |
| PARK AVENUE SECURITIES LLC | 106.9K | $2.39K | — | Held |
| Key Capital Management, INC | 104 | $2.33K | — | Held |
| FAS Wealth Partners, Inc. | 95 | $2.13K | — | Held |
| PNC Financial Services Group, Inc. | 63 | $1.41K | — | Held |
| AlphaCore Capital LLC | 50 | $1.13K | — | Held |
| Cambridge Investment Research Advisors, Inc. | 47.6K | $1.06K | — | Held |
| Opus Capital Group, LLC | 15.8K | $354 | — | Held |
| FLOW TRADERS U.S. LLC | 9.94K | $222 | — | Held |
| Rockefeller Capital Management L.P. | 7 | $157 | — | Held |
| First PREMIER Bank | 3.08K | $69 | — | Held |
| HAZLETT, BURT & WATSON, INC. | 792 | $18 | — | Held |