| HM PAYSON & CO | 7.43M | $166.9M | — | Held |
| MORGAN STANLEY | 3.6M | $81M | −$175.5K | Added$1.94M |
| BANK OF AMERICA CORP /DE/ | 3.52M | $79.2M | −$169.3K | Added$2.88M |
| GLOBALT Investments LLC / GA | 2.83M | $63.6M | — | Held |
| WELLS FARGO & COMPANY/MN | 2.52M | $56.5M | — | Held |
| MERCER GLOBAL ADVISORS INC /ADV | 2.28M | $51.2M | — | Held |
| TRUE Private Wealth Advisors | 1.95M | $43.8M | — | Held |
| Kovitz Investment Group Partners, LLC | 1.94M | $43.6M | — | Held |
| LPL Financial LLC | 1.75M | $39.3M | — | Held |
| NewEdge Advisors, LLC | 1.74M | $39.2M | — | Held |
| RAYMOND JAMES FINANCIAL INC | 1.73M | $39M | — | Held |
| Brookstone Capital Management | 1.7M | $38.2M | — | Held |
| Focus Partners Wealth | 1.41M | $31.7M | — | Held |
| UBS Group AG | 1.28M | $28.8M | — | Held |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1.23M | $27.7M | — | Held |
| Merit Financial Group, LLC | 1.17M | $26.3M | — | Held |
| Integrated Wealth Concepts LLC | 1.15M | $25.9M | — | Held |
| Stratos Wealth Partners, LTD. | 1.02M | $22.9M | — | Held |
| Financial Advisory Corp | 960.1K | $21.6M | — | Held |
| Capital Investment Advisors, LLC | 910.5K | $20.5M | — | Held |
| Journey Advisory Group, LLC | 849.8K | $19.1M | — | Held |
| Stratos Wealth Advisors, LLC | 802.5K | $18M | — | Held |
| MKT Advisors LLC | 781.1K | $17.6M | — | Held |
| Denver PWM, LLC | 743.4K | $16.7M | — | Held |
| Asset Advisors Investment Management, LLC | 710.3K | $16M | — | Held |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 690.8K | $15.5M | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 659.4K | $14.8M | −$31.2K | Added$746.2K |
| ENVESTNET ASSET MANAGEMENT INC | 638K | $14.3M | — | Held |
| ROYAL BANK OF CANADA | 612.8K | $13.8M | — | Held |
| Carnegie Investment Counsel | 609.3K | $13.7M | — | Held |
| OSAIC HOLDINGS, INC. | 601.4K | $13.5M | — | Held |
| Krilogy Financial LLC | 556.5K | $12.5M | — | Held |
| Wealth Management Strategies, Inc. | 515K | $11.6M | — | Held |
| CHATHAM CAPITAL GROUP, INC. | 461.7K | $10.4M | — | Held |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 453.2K | $10.2M | — | Held |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 431.3K | $9.69M | — | Held |
| TITLEIST ASSET MANAGEMENT, LLC | 425.4K | $9.56M | — | Held |
| Apella Capital, LLC | 394.6K | $8.87M | — | Held |
| SHELTON WEALTH MANAGEMENT, LLC | 386.9K | $8.69M | — | Held |
| Sanctuary Advisors, LLC | 381.6K | $8.57M | −$5.74K | Added$6M |
| Fulton Bank, N.A. | 365.1K | $8.2M | — | Held |
| EIGHT 31 FINANCIAL, LLC | 364.3K | $8.19M | — | Held |
| Delta Wealth Advisors LLC | 346.6K | $7.79M | — | Held |
| Financial Engines Advisors L.L.C. | 340.2K | $7.64M | — | Held |
| Old Port Advisors | 327.9K | $7.37M | — | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | 323.1K | $7.26M | — | Held |
| Global Retirement Partners, LLC | 322.1K | $7.24M | — | Held |
| Flavin Financial Services, Inc. | 316.2K | $7.1M | −$12.9K | Added$1.27M |
| BIP Wealth, LLC | 313.7K | $7.05M | — | Held |
| Northstar Group, Inc. | 312.3K | $7.02M | — | Held |
| FAGAN ASSOCIATES, INC. | 305K | $6.85M | — | Held |
| STIFEL FINANCIAL CORP | 291.9K | $6.56M | — | Held |
| BlackRock, Inc. | 282.9K | $6.36M | — | Held |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 277.7K | $6.25M | — | Held |
| AMERIPRISE FINANCIAL INC | 273.9K | $6.15M | — | Held |
| REBALANCE, LLC | 267.1K | $6M | — | Held |
| Baird Financial Group, Inc. | 266.3K | $5.98M | — | Held |
| MBL Wealth, LLC | 253.3K | $5.69M | — | Held |
| CENTRAL TRUST Co | 252.7K | $5.68M | — | Held |
| Steward Partners Investment Advisory, LLC | 243.1K | $5.46M | — | Held |
| Probity Advisors, Inc. | 240.8K | $5.41M | — | Held |
| Legacy Private Trust Co. | 234.6K | $5.27M | — | Held |
| Hilltop Holdings Inc. | 217.9K | $4.9M | — | Held |
| Connecticut Wealth Management, LLC | 210.2K | $4.72M | — | Held |
| Stockman Wealth Management, Inc. | 210.1K | $4.72M | — | Held |
| Midwest Professional Planners, LTD. | 205.2K | $4.61M | — | Held |
| Parkside Financial Bank & Trust | 200.3K | $4.5M | — | Held |
| Asset Dedication, LLC | 198K | $4.45M | — | Held |
| Atlantic Private Wealth, LLC | 195.8K | $4.4M | — | Held |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 195.1K | $4.38M | — | Held |
| CAPTRUST FINANCIAL ADVISORS | 190.9K | $4.29M | — | Held |
| Cetera Investment Advisers | 185.8K | $4.17M | — | Held |
| TRUIST FINANCIAL CORP | 181.8K | $4.08M | — | Held |
| D.A. DAVIDSON & CO. | 173.4K | $3.9M | — | Held |
| SIGNATUREFD, LLC | 171.1K | $3.84M | — | Held |
| Gradient Investments LLC | 168.6K | $3.79M | — | Held |
| Accretive Wealth Partners, LLC | 153.2K | $3.44M | — | Held |
| Ashton Thomas Private Wealth, LLC | 144.5K | $3.25M | — | Held |
| Portland Global Advisors LLC | 142.1K | $3.19M | — | Held |
| Allworth Financial LP | 136.3K | $3.06M | −$6.82K | Cut−$179.7K |
| Parallel Advisors, LLC | 135.9K | $3.05M | — | Held |
| Belpointe Asset Management LLC | 134.5K | $3.02M | — | Held |
| HighTower Advisors, LLC | 133.1K | $2.99M | — | Held |
| Wealthspire Advisors, LLC | 124.2K | $2.79M | — | Held |
| Valmark Advisers, Inc. | 123.8K | $2.78M | — | Held |
| Howland Capital Management LLC | 119K | $2.67M | — | Held |
| Centennial Advisors, LLC | 118.8K | $2.67M | — | Held |
| MAI Capital Management | 117.3K | $2.64M | — | Held |
| Lantz Financial LLC | 116.8K | $2.62M | — | Held |
| Eldridge Investment Advisors, Inc. | 112.8K | $2.53M | — | Held |
| TABLEAUX LLC | 109.9K | $2.53M | — | Held |
| SCS Capital Management LLC | 112.6K | $2.53M | — | Held |
| Atria Investments, Inc | 111.6K | $2.51M | — | Held |
| Pinnacle Financial Partners, Inc. | 106.9K | $2.4M | — | Held |
| Mechanics Bank Trust Department | 106K | $2.38M | — | Held |
| TFR Capital, LLC. | 103.7K | $2.33M | — | Held |
| Hughes Financial Services, LLC | 100.3K | $2.25M | — | Held |
| JIM SAULNIER & ASSOCIATES, LLC | 97.4K | $2.19M | — | Held |
| Leo Wealth, LLC | 96.1K | $2.16M | — | Held |
| IFP Advisors, Inc | 95.4K | $2.14M | −$4.75K | Added$1.97K |
| GOULD ASSET MANAGEMENT LLC /CA/ | 94.8K | $2.13M | — | Held |
| Penobscot Investment Management Company, Inc. | 93.8K | $2.11M | — | Held |
| Associated Banc-Corp | 89.8K | $2.02M | — | Held |
| Modera Wealth Management, LLC | 83.5K | $1.88M | — | Held |
| Foundry Financial Group, Inc. | 79.5K | $1.79M | — | Held |
| Mariner, LLC | 79K | $1.77M | — | Held |
| KOM Wealth Management Group, LLC | 75.5K | $1.7M | — | Held |
| Montecito Bank & Trust | 69.8K | $1.57M | — | Held |
| Modern Wealth Management, LLC | 69.8K | $1.57M | — | Held |
| Reliant Wealth Planning | 66.2K | $1.49M | — | Held |
| Klaas Financial Asset Advisors, LLC | 65.3K | $1.47M | — | Held |
| Cannon Financial Strategists, Inc. | 64.2K | $1.44M | — | Held |
| Heartland Bank & Trust Co | 63.5K | $1.43M | — | Held |
| Scissortail Wealth Management, LLC | 62.8K | $1.41M | — | Held |
| MML INVESTORS SERVICES, LLC | 61.4K | $1.38M | — | Held |
| KFG WEALTH MANAGEMENT, LLC | 60.1K | $1.35M | — | Held |
| Equitable Holdings, Inc. | 59.6K | $1.34M | — | Held |
| MGO ONE SEVEN LLC | 58.2K | $1.31M | — | Held |
| CreativeOne Wealth, LLC | 53.1K | $1.19M | — | Held |
| Kestra Advisory Services, LLC | 53K | $1.19M | — | Held |
| Creative Planning | 51.4K | $1.16M | — | Held |
| Austin Private Wealth, LLC | 51.2K | $1.15M | — | Held |
| Keeler Thomas Management LLC | 48K | $1.08M | — | Held |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 46.5K | $1.05M | — | Held |
| Horizons Wealth Management | 46.3K | $1.04M | — | Held |
| Summit Wealth Partners, LLC | 45.9K | $1.03M | — | Held |
| Mill Creek Capital Advisors, LLC | 44.7K | $1M | — | Held |
| Fourth Dimension Wealth, LLC | 44.6K | $1M | — | Held |
| Straight Path Wealth Management | 43.7K | $980.9K | — | Held |
| Compass Ion Advisors, LLC | 43.4K | $976K | — | Held |
| BARRETT & COMPANY, INC. | 42.6K | $956.8K | — | Held |
| Chris Bulman Inc | 42.4K | $951.9K | — | Held |
| Lido Advisors, LLC | 42K | $945.4K | — | Held |
| Granite Harbor Advisors, Inc. | 40.2K | $904.3K | — | Held |
| TRANSCEND CAPITAL ADVISORS, LLC | 40K | $899.9K | — | Held |
| Apollon Wealth Management, LLC | 38.8K | $871.5K | — | Held |
| KING LUTHER CAPITAL MANAGEMENT CORP | 37.6K | $845.8K | — | Held |
| 4J Wealth Management LLC | 36.5K | $820K | — | Held |
| Rossmore Private Capital | 35.2K | $790.7K | — | Held |
| COLDSTREAM CAPITAL MANAGEMENT INC | 35.2K | $790K | — | Held |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 34.7K | $780.4K | — | Held |
| Wick Capital Partners, LLC | 34.7K | $780.1K | — | Held |
| PSI Advisors, LLC | 34.6K | $777.2K | — | Held |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 32.8K | $737K | — | Held |
| Citadel | 32K | $718.4K | — | Held |
| BENJAMIN EDWARDS INC | 31.8K | $713.6K | — | Held |
| CARY STREET PARTNERS FINANCIAL LLC | 31.7K | $712.9K | — | Held |
| Snowden Capital Advisors LLC | 31.5K | $708.2K | — | Held |
| CIBC WORLD MARKET INC. | 31.3K | $703.9K | — | Held |
| EVEXIA WEALTH LLC | 31.1K | $699.2K | — | Held |
| PNC Financial Services Group, Inc. | 30.6K | $687.5K | — | Held |
| Element Wealth, LLC | 30.3K | $680.4K | — | Held |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 30.1K | $676.2K | — | Held |
| Koss-Olinger Consulting, LLC | 28.6K | $642K | — | Held |
| Spectrum Asset Management, Inc. (NB/CA) | 28.5K | $640.6K | — | Held |
| Pinnacle Bancorp, Inc. | 27.2K | $611.1K | — | Held |
| Blake Schutter Theil Wealth Advisors, LLC | 27K | $607.6K | — | Held |
| Beacon Pointe Advisors, LLC | 27K | $607.4K | — | Held |
| Gilbert & Cook, Inc. | 26.7K | $599.9K | — | Held |
| Conrad Siegel Investment Advisors, Inc. | 26.6K | $598.7K | — | Held |
| Essential Planning, LLC. | 26.1K | $587.4K | — | Held |
| Mesirow Financial Investment Management, Inc. | 26K | $584.3K | — | Held |
| L2 Asset Management, LLC | 25.9K | $582.3K | — | Held |
| Simplicity Wealth,LLC | 25.5K | $572.4K | — | Held |
| Pure Financial Advisors, LLC | 25.4K | $569.8K | — | Held |
| Savvy Advisors, Inc. | 25.1K | $564.4K | — | Held |
| DUNCKER STREETT & CO INC | 25.1K | $563.8K | — | Held |
| NATIONAL BANK OF CANADA /FI/ | 23.5K | $527K | — | Held |
| Cambridge Financial Group, LLC | 23.7K | $526.7K | — | Held |
| Stonebridge Financial Group, LLC | 23.3K | $522.8K | — | Held |
| HARBOUR INVESTMENTS, INC. | 22.9K | $515.3K | — | Held |
| Focused Wealth Management, Inc | 22.6K | $507.2K | — | Held |
| Cerity Partners LLC | 22.4K | $502.7K | — | Held |
| Great Diamond Partners, LLC | 22.4K | $502.3K | — | Held |
| National Philanthropic Trust | 22.3K | $500.2K | −$1.11K | Cut−$1.11K |
| Icahn Capital | 22.1K | $495.7K | — | Held |
| MONEY CONCEPTS CAPITAL CORP | 20.8K | $467.5K | — | Held |
| Daybright Advisory Services, Inc. | 20.7K | $465.1K | — | Held |
| GTS SECURITIES LLC | 20K | $450.1K | — | Held |
| Black Maple Capital Management LP | 20K | $449.4K | — | Held |
| Jacobi Capital Management LLC | 19.7K | $442.8K | — | Held |
| Walleye Partners, LLC | 19.5K | $438K | — | Held |
| Chesley Taft & Associates LLC | 19K | $426.9K | — | Held |
| FIRST NATIONAL BANK OF OMAHA | 18.7K | $419.9K | — | New |
| World Investment Advisors | 18.6K | $418.6K | — | Held |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 18.6K | $417.7K | — | Held |
| Tower Research Capital LLC (TRC) | 18.6K | $416.8K | — | Held |
| Independent Advisor Alliance | 18.2K | $408.9K | — | Held |
| OneDigital Investment Advisors LLC | 17.5K | $393.5K | — | Held |
| Signature Wealth Management Group | 17.5K | $393.5K | — | Held |
| LBMC INVESTMENT ADVISORS, LLC | 17.5K | $393.4K | — | Held |
| CFS Investment Advisory Services, LLC | 17.2K | $387K | — | Held |
| Advisory Services Network, LLC | 16.8K | $378.1K | — | Held |
| Black Swift Group, LLC | 16.1K | $362.8K | — | Held |
| Private Advisor Group, LLC | 16.1K | $361.9K | — | Held |
| ALTERNA WEALTH MANAGEMENT, INC | 16K | $359.2K | — | Held |
| Prime Capital Investment Advisors, LLC | 15.8K | $354.7K | — | Held |
| Towne Trust Company, N.A | 15.6K | $349.9K | — | Held |
| Kestra Investment Management, LLC | 15.5K | $349.1K | — | Held |
| BCS Wealth Management | 15.4K | $345.5K | — | Held |
| Crews Bank & Trust | 15.3K | $344.7K | — | Held |
| STAR Financial Bank | 15.3K | $344.1K | — | Held |
| Visionary Wealth Advisors | 15.3K | $343.4K | — | Held |
| Trinity Wealth Management, LLC | 15.2K | $340.5K | — | Held |
| Yoder Wealth Management, Inc. | 14.6K | $328.1K | — | Held |
| Raab & Moskowitz Asset Management LLC | 14.3K | $320.4K | — | Held |
| LIBERTY WEALTH MANAGEMENT LLC | 14.1K | $316.3K | — | Held |
| KPP Advisory Services LLC | 13.6K | $305K | — | Held |
| Autumn Glory Partners, LLC | 13.4K | $302.2K | — | Held |
| High Note Wealth, LLC | 13.3K | $299.3K | — | Held |
| MONECO ADVISORS, LLC | 12.9K | $290.8K | — | Held |
| VISTA INVESTMENT MANAGEMENT | 12.7K | $286.4K | — | Held |
| LEVEL FOUR ADVISORY SERVICES, LLC | 12.7K | $286.4K | — | Held |
| Alamar Capital Management, LLC | 12.7K | $285.4K | — | Held |
| Prosperity Planning, Inc. | 12.4K | $279.4K | — | Held |
| MATTERN CAPITAL MANAGEMENT, LLC | 12.3K | $276.8K | — | Held |
| WASHINGTON TRUST Co | 12.3K | $276.2K | — | Held |
| PRINCIPAL SECURITIES, INC. | 12.2K | $275.1K | — | Held |
| Hills Bank & Trust Co | 12.2K | $273.9K | — | Held |
| COMERICA BANK | 11.9K | $267.9K | — | Held |
| DecisionMap Wealth Management, LLC | 11.8K | $265.1K | — | Held |
| Resonant Capital Advisors, LLC | 11.5K | $258K | — | Held |
| RFP Financial Group LLC | 11.5K | $257.7K | — | Held |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 11.5K | $257.6K | — | Held |
| Highland Financial Advisors, LLC | 11.3K | $254K | — | Held |
| O'Brien Wealth Partners LLC | 11.3K | $253.2K | — | Held |
| Waverly Advisors, LLC | 11.3K | $253.1K | — | Held |
| Decker Wealth Management LLC | 11.2K | $251.1K | — | Held |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 11.1K | $249.9K | — | Held |
| WORLD EQUITY GROUP, INC. | 11.1K | $248.5K | — | Held |
| Mascoma Wealth Management LLC | 11K | $247.8K | — | Held |
| Avidian Wealth Enterprises, LLC | 10.6K | $237.5K | — | Held |
| CGN Advisors LLC | 10.5K | $236K | — | Held |
| IFG Advisory, LLC | 10.4K | $234.4K | — | Held |
| Cooper Financial Group | 10.3K | $232K | — | Held |
| Madden Advisory Services, Inc. | 10.3K | $231K | — | Held |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 10.3K | $230.5K | — | Held |
| Farther Finance Advisors, LLC | 10.3K | $230.4K | — | Held |
| Trust Co | 10.2K | $228.4K | — | Held |
| MLP3, LLC | 10.1K | $227.8K | — | Held |
| Carmel Capital Partners, LLC | 10K | $224.7K | — | Held |
| Alessandra Capital Management, LLC | 10K | $224.7K | — | Held |
| Guidance Point Advisors, LLC | 9.92K | $223K | — | Held |
| Cherry Tree Wealth Management, LLC | 9.88K | $221.9K | — | Held |
| MOSELEY INVESTMENT MANAGEMENT INC | 9.74K | $218.8K | — | Held |
| McGuire Investment Group, LLC | 9.65K | $216.9K | — | Held |
| Dakota Wealth Management | 9.34K | $209.8K | — | Held |
| Berger Financial Group, Inc | 9.22K | $207.2K | — | Held |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 9.14K | $205.5K | — | Held |
| PRIVATE MANAGEMENT GROUP INC | 8.98K | $201.8K | — | Held |