| HM PAYSON & CO | 6.56M | $150M | — | Held |
| Kovitz Investment Group Partners, LLC | 4.71M | $107.9M | — | Held |
| MORGAN STANLEY | 3.98M | $90.9M | −$292.2K | Added$1.52M |
| BANK OF AMERICA CORP /DE/ | 3.97M | $90.9M | −$267.8K | Added$8.96M |
| MERCER GLOBAL ADVISORS INC /ADV | 2.84M | $65M | — | Held |
| BAILARD, INC. | 2.82M | $64.6M | — | Held |
| WELLS FARGO & COMPANY/MN | 2.51M | $57.5M | — | Held |
| Capital Investment Advisors, LLC | 2.49M | $56.9M | — | Held |
| RAYMOND JAMES FINANCIAL INC | 2.27M | $51.9M | — | Held |
| LPL Financial LLC | 2.25M | $51.5M | — | Held |
| NewEdge Advisors, LLC | 1.82M | $41.6M | — | Held |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1.69M | $38.6M | — | Held |
| Financial Advisory Corp | 1.62M | $37.2M | — | Held |
| UBS Group AG | 1.59M | $36.3M | — | Held |
| SUMMITRY LLC | 1.52M | $34.8M | — | Held |
| Integrated Wealth Concepts LLC | 1.47M | $33.6M | — | Held |
| Stratos Wealth Advisors, LLC | 1.45M | $33.3M | — | Held |
| Connecticut Wealth Management, LLC | 1.33M | $30.4M | — | Held |
| Apollon Wealth Management, LLC | 1.07M | $24.6M | — | Held |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1.06M | $24.2M | — | Held |
| Carnegie Investment Counsel | 877.1K | $20.1M | — | Held |
| Krilogy Financial LLC | 867.4K | $19.9M | — | Held |
| Horizon Advisory Services, Inc. | 860.5K | $19.7M | — | Held |
| MOSELEY INVESTMENT MANAGEMENT INC | 822.9K | $18.8M | — | Held |
| OSAIC HOLDINGS, INC. | 789.2K | $18.1M | — | Held |
| Denver PWM, LLC | 781K | $17.9M | — | Held |
| Apella Capital, LLC | 766.9K | $17.5M | — | Held |
| MKT Advisors LLC | 755.3K | $17.3M | — | Held |
| Heartwood Wealth Advisors LLC | 708.5K | $16.2M | — | Held |
| Stratos Wealth Partners, LTD. | 675.3K | $15.4M | — | Held |
| MV CAPITAL MANAGEMENT, INC. | 659.6K | $15.1M | −$44.6K | Added$1.44M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 624.8K | $14.3M | — | Held |
| Focus Partners Wealth | 588.4K | $13.5M | — | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | 532.1K | $12.2M | — | Held |
| Scissortail Wealth Management, LLC | 526.1K | $12M | — | Held |
| ROYAL BANK OF CANADA | 519.3K | $11.9M | — | Held |
| Wealth Management Strategies, Inc. | 518.1K | $11.9M | — | Held |
| Sound View Wealth Advisors Group, LLC | 494.4K | $11.3M | — | Held |
| Delta Wealth Advisors LLC | 492.6K | $11.3M | — | Held |
| Asset Advisors Investment Management, LLC | 474.1K | $10.8M | — | Held |
| BIP Wealth, LLC | 461.9K | $10.6M | — | Held |
| Global Retirement Partners, LLC | 461.9K | $10.6M | — | Held |
| Juno Financial Group LLC | 460.3K | $10.5M | — | Held |
| Baird Financial Group, Inc. | 457.3K | $10.5M | — | Held |
| Baltimore-Washington Financial Advisors, Inc. | 451.7K | $10.3M | — | Held |
| CreativeOne Wealth, LLC | 448.4K | $10.3M | — | Held |
| STIFEL FINANCIAL CORP | 446.6K | $10.2M | — | Held |
| Sanctuary Advisors, LLC | 419.8K | $9.6M | −$30.5K | Added$268.5K |
| Cornerstone Planning, LLC | 407.9K | $9.34M | — | Held |
| Mariner, LLC | 406K | $9.29M | — | Held |
| Stephens Consulting, LLC | 397.7K | $9.1M | — | Held |
| Financial Engines Advisors L.L.C. | 396.6K | $9.07M | — | Held |
| McGuire Investment Group, LLC | 390.8K | $8.94M | — | Held |
| SHELTON WEALTH MANAGEMENT, LLC | 376K | $8.6M | — | Held |
| HighTower Advisors, LLC | 341.3K | $7.81M | — | Held |
| TITLEIST ASSET MANAGEMENT, LLC | 334.6K | $7.65M | — | Held |
| Midwest Professional Planners, LTD. | 323.6K | $7.4M | — | Held |
| AMERIPRISE FINANCIAL INC | 319.2K | $7.3M | — | Held |
| PSI Advisors, LLC | 312.8K | $7.16M | — | Held |
| Eldridge Investment Advisors, Inc. | 309K | $7.07M | — | Held |
| CENTRAL TRUST Co | 292.9K | $6.7M | — | Held |
| BlackRock, Inc. | 277.5K | $6.35M | — | Held |
| Asset Dedication, LLC | 271.2K | $6.2M | — | Held |
| Trinity Wealth Management, LLC | 258.4K | $5.91M | — | Held |
| REBALANCE, LLC | 258.1K | $5.9M | — | Held |
| Atlantic Private Wealth, LLC | 255.9K | $5.85M | — | Held |
| KOM Wealth Management Group, LLC | 244.1K | $5.58M | — | Held |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 241.7K | $5.53M | — | Held |
| Lido Advisors, LLC | 239.6K | $5.5M | — | Held |
| Prospera Financial Services Inc | 225.9K | $5.17M | — | Held |
| Parkside Financial Bank & Trust | 218.6K | $5M | — | Held |
| Archer Investment Corp | 213.7K | $4.89M | — | Held |
| Probity Advisors, Inc. | 209.1K | $4.78M | — | Held |
| ENVESTNET ASSET MANAGEMENT INC | 208.6K | $4.77M | — | Held |
| CAPTRUST FINANCIAL ADVISORS | 206.7K | $4.73M | — | Held |
| Americana Partners, LLC | 192.6K | $4.41M | — | Held |
| MML INVESTORS SERVICES, LLC | 191.6K | $4.38M | — | Held |
| D.A. DAVIDSON & CO. | 190.6K | $4.36M | — | Held |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 188.6K | $4.32M | — | Held |
| Private Advisor Group, LLC | 175.1K | $4.01M | — | Held |
| Stockman Wealth Management, Inc. | 174.8K | $4M | — | Held |
| Belpointe Asset Management LLC | 174.8K | $4M | — | Held |
| Gradient Investments LLC | 171K | $3.91M | — | Held |
| MAI Capital Management | 170.5K | $3.9M | — | Held |
| Howland Capital Management LLC | 167.3K | $3.83M | — | Held |
| SIGNATUREFD, LLC | 160.9K | $3.68M | — | Held |
| Wealthspire Advisors, LLC | 156K | $3.57M | — | Held |
| Accretive Wealth Partners, LLC | 148.2K | $3.39M | — | Held |
| LITTLEJOHN FINANCIAL SERVICES, INC. | 144.9K | $3.31M | — | Held |
| Cetera Investment Advisers | 144K | $3.29M | — | Held |
| Portland Global Advisors LLC | 139K | $3.18M | — | Held |
| Mesirow Financial Investment Management, Inc. | 136.4K | $3.12M | — | Held |
| True Link Financial Advisors, LLC | 136.3K | $3.12M | — | Held |
| Valmark Advisers, Inc. | 127K | $2.9M | — | Held |
| Allworth Financial LP | 119K | $2.72M | −$8.92K | Cut−$214.6K |
| Lantz Financial LLC | 117.6K | $2.69M | — | Held |
| Centennial Advisors, LLC | 117.3K | $2.68M | — | Held |
| Atria Investments, Inc | 109.4K | $2.5M | — | Held |
| Compound Planning, Inc. | 107K | $2.45M | — | Held |
| FIRST NATIONAL BANK OF OMAHA | 103.8K | $2.37M | — | New |
| Hughes Financial Services, LLC | 102.3K | $2.34M | — | Held |
| IFP Advisors, Inc | 102K | $2.33M | −$6.95K | Added$207.6K |
| TFR Capital, LLC. | 100.3K | $2.3M | — | Held |
| Kestra Advisory Services, LLC | 94.5K | $2.16M | — | Held |
| Associated Banc-Corp | 92.9K | $2.12M | — | Held |
| GOULD ASSET MANAGEMENT LLC /CA/ | 92.6K | $2.12M | — | Held |
| Mill Creek Capital Advisors, LLC | 89.8K | $2.05M | — | Held |
| Brookstone Capital Management | 89.4K | $2.05M | — | Held |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 88.3K | $2.02M | — | Held |
| Sunbeam Capital Management, LLC | 88.2K | $2.02M | — | Held |
| Creative Planning | 85.6K | $1.96M | — | Held |
| Klaas Financial Asset Advisors, LLC | 85.5K | $1.96M | — | Held |
| Northstar Group, Inc. | 84.7K | $1.94M | — | Held |
| Old Port Advisors | 82.2K | $1.88M | — | Held |
| Fourth Dimension Wealth, LLC | 81.8K | $1.87M | — | Held |
| Equitable Holdings, Inc. | 78.2K | $1.79M | — | Held |
| Keeler Thomas Management LLC | 77.7K | $1.78M | — | Held |
| Tower Research Capital LLC (TRC) | 77.7K | $1.78M | — | Held |
| DRIVE WEALTH MANAGEMENT, LLC | 73.6K | $1.68M | — | Held |
| MONTAG A & ASSOCIATES INC | 73.3K | $1.68M | — | Held |
| Montecito Bank & Trust | 73.2K | $1.67M | — | Held |
| KFG WEALTH MANAGEMENT, LLC | 71.5K | $1.64M | — | Held |
| Modera Wealth Management, LLC | 70.4K | $1.61M | — | Held |
| MGO ONE SEVEN LLC | 68.2K | $1.56M | — | Held |
| Modern Wealth Management, LLC | 67.9K | $1.55M | — | Held |
| Reliant Wealth Planning | 66.2K | $1.51M | — | Held |
| Summit Wealth Partners, LLC | 64K | $1.46M | — | Held |
| Endowment Wealth Management, Inc. | 63.6K | $1.46M | — | Held |
| Heartland Bank & Trust Co | 63.1K | $1.44M | — | Held |
| TD Waterhouse Canada Inc. | 62.9K | $1.44M | — | Held |
| Trust Co | 62.9K | $1.44M | — | Held |
| Cannon Financial Strategists, Inc. | 62.8K | $1.44M | — | Held |
| Penobscot Investment Management Company, Inc. | 62.5K | $1.43M | — | Held |
| Austin Private Wealth, LLC | 62.2K | $1.42M | — | Held |
| MONEY CONCEPTS CAPITAL CORP | 62K | $1.42M | — | Held |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 60.9K | $1.39M | — | Held |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 60.1K | $1.38M | — | Held |
| Avantax Planning Partners, Inc. | 57.9K | $1.32M | — | Held |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 56.3K | $1.29M | — | Held |
| Essential Planning, LLC. | 56.1K | $1.28M | — | Held |
| Horizons Wealth Management | 52.8K | $1.21M | — | Held |
| Merit Financial Group, LLC | 48.6K | $1.11M | — | Held |
| Foundry Financial Group, Inc. | 48.1K | $1.1M | — | Held |
| BARRETT & COMPANY, INC. | 47.8K | $1.09M | — | Held |
| High Note Wealth, LLC | 46.4K | $1.06M | — | Held |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 46.3K | $1.06M | — | Held |
| Compass Ion Advisors, LLC | 45.9K | $1.05M | — | Held |
| Rossmore Private Capital | 45.4K | $1.04M | — | Held |
| JIM SAULNIER & ASSOCIATES, LLC | 45.1K | $1.03M | — | Held |
| Steward Partners Investment Advisory, LLC | 44.5K | $1.02M | — | Held |
| Straight Path Wealth Management | 39.8K | $910.2K | — | Held |
| Black Swift Group, LLC | 39.7K | $907.5K | — | Held |
| Granite Harbor Advisors, Inc. | 37.6K | $861.2K | — | Held |
| Element Wealth, LLC | 37.2K | $851.3K | — | Held |
| Stonebridge Financial Group, LLC | 34.6K | $790.8K | — | Held |
| SCS Capital Management LLC | 34.2K | $783.1K | — | Held |
| Savvy Advisors, Inc. | 30.1K | $688.6K | — | Held |
| Beacon Pointe Advisors, LLC | 29.8K | $681.9K | — | Held |
| Koss-Olinger Consulting, LLC | 29.7K | $678K | — | Held |
| CIBC WORLD MARKET INC. | 28.7K | $655.6K | — | Held |
| REGIONS FINANCIAL CORP | 28.6K | $654.3K | — | Held |
| Snowden Capital Advisors LLC | 28.5K | $650.9K | — | Held |
| Pure Financial Advisors, LLC | 27.7K | $634K | — | Held |
| CARY STREET PARTNERS FINANCIAL LLC | 27.6K | $631.7K | — | Held |
| COLDSTREAM CAPITAL MANAGEMENT INC | 27.4K | $627.9K | — | Held |
| Csenge Advisory Group | 27.3K | $625.3K | — | Held |
| Conrad Siegel Investment Advisors, Inc. | 26.4K | $604.5K | — | Held |
| Madden Advisory Services, Inc. | 25.8K | $589.4K | — | Held |
| Churchill Financial Advisors, LLC | 25.4K | $582.1K | — | Held |
| PNC Financial Services Group, Inc. | 25.3K | $578.2K | — | Held |
| DUNCKER STREETT & CO INC | 24.3K | $556.8K | — | Held |
| Cerity Partners LLC | 24.1K | $551.1K | — | Held |
| Dorsey & Whitney Trust CO LLC | 23.5K | $536.8K | — | Held |
| Grant Street Asset Management, Inc. | 23.3K | $534K | — | Held |
| Yoder Wealth Management, Inc. | 23.2K | $531.4K | — | Held |
| TABLEAUX LLC | 22K | $522.7K | — | Held |
| Leo Wealth, LLC | 22.2K | $507.2K | — | Held |
| Washington Trust Advisors, Inc. | 22.1K | $504.7K | — | Held |
| PRINCIPAL SECURITIES, INC. | 21.9K | $500.4K | — | Held |
| Regal Investment Advisors LLC | 21.3K | $488.4K | — | Held |
| HARBOUR INVESTMENTS, INC. | 21.2K | $485.7K | — | Held |
| Signature Wealth Management Group | 21K | $480.4K | — | Held |
| OneDigital Investment Advisors LLC | 21K | $480.4K | — | Held |
| Robertson Stephens Wealth Management, LLC | 21K | $480.4K | — | Held |
| LEVEL FOUR ADVISORY SERVICES, LLC | 20.5K | $468K | — | Held |
| Icahn Capital | 20.4K | $466.4K | — | Held |
| Daybright Advisory Services, Inc. | 20.3K | $463.8K | — | Held |
| Focused Wealth Management, Inc | 20.1K | $459.7K | — | Held |
| Simplicity Wealth,LLC | 20.1K | $459.4K | — | Held |
| Advisory Services Network, LLC | 19.8K | $452.7K | — | Held |
| Spectrum Asset Management, Inc. (NB/CA) | 19.2K | $440.2K | — | Held |
| Great Diamond Partners, LLC | 18.8K | $430.3K | — | Held |
| Chesley Taft & Associates LLC | 18.6K | $425.5K | — | Held |
| Kovack Advisors, Inc. | 18.6K | $425.5K | — | Held |
| Raab & Moskowitz Asset Management LLC | 18.5K | $424.2K | — | Held |
| Pinnacle Bancorp, Inc. | 18.2K | $416.4K | — | Held |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 17.9K | $409.7K | — | Held |
| Koshinski Asset Management, Inc. | 17.6K | $402.6K | — | Held |
| Kastel Capital Advisors, LLC | 17.3K | $395.1K | — | Held |
| CFS Investment Advisory Services, LLC | 17.3K | $395K | — | Held |
| Crews Bank & Trust | 16.9K | $386.4K | — | Held |
| BEACON FINANCIAL PLANNING, INC | 16.9K | $386.1K | — | Held |
| Physician Wealth Advisors, Inc. | 16.7K | $382.4K | — | Held |
| Towne Trust Company, N.A | 16.6K | $379.7K | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 16.5K | $377.7K | −$704 | Added$162.2K |
| Visionary Wealth Advisors | 15.4K | $352.6K | — | Held |
| Kestra Investment Management, LLC | 15.2K | $348.5K | — | Held |
| LBMC INVESTMENT ADVISORS, LLC | 15.2K | $347.5K | — | Held |
| Prime Capital Investment Advisors, LLC | 14.9K | $340.8K | — | Held |
| CIBC Private Wealth Group LLC | 14.9K | $340.3K | — | Held |
| IFG Advisory, LLC | 14.5K | $331.3K | — | Held |
| Berger Financial Group, Inc | 14.3K | $328.1K | — | Held |
| MAIRS & POWER INC | 14.3K | $326.1K | — | Held |
| Advisor OS, LLC | 14.2K | $325.7K | — | Held |
| Decker Wealth Management LLC | 14.1K | $321.9K | — | Held |
| Blake Schutter Theil Wealth Advisors, LLC | 13.9K | $318.3K | — | Held |
| LIBERTY WEALTH MANAGEMENT LLC | 13.8K | $314.9K | — | Held |
| NOVEM GROUP | 13.7K | $313.9K | — | Held |
| Hills Bank & Trust Co | 13.7K | $313.6K | — | Held |
| STAR Financial Bank | 13.7K | $312.4K | — | Held |
| Autumn Glory Partners, LLC | 13.2K | $301.3K | — | Held |
| Willis Johnson & Associates, Inc. | 12.8K | $293.8K | — | Held |
| Cooper Financial Group | 12.8K | $291.7K | — | Held |
| MATTERN CAPITAL MANAGEMENT, LLC | 12.6K | $288.4K | — | Held |
| WORLD EQUITY GROUP, INC. | 12.6K | $288K | — | Held |
| MONECO ADVISORS, LLC | 12.6K | $288K | — | Held |
| Fidelity | 12.5K | $285.4K | — | Held |
| Princeton Global Asset Management LLC | 12.4K | $284.3K | — | Held |
| 4J Wealth Management LLC | 12.2K | $280K | — | Held |
| Prosperity Planning, Inc. | 12.2K | $278.7K | — | Held |
| World Investment Advisors | 12.1K | $277.9K | — | Held |
| McLean Asset Management Corp | 12K | $275.3K | — | Held |
| COMERICA BANK | 11.6K | $265.7K | — | Held |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11.5K | $263.1K | — | Held |
| Cherry Tree Wealth Management, LLC | 11.4K | $261.5K | — | Held |
| O'Brien Wealth Partners LLC | 11.1K | $252.9K | — | Held |
| RFP Financial Group LLC | 11K | $252.7K | — | Held |
| Highland Financial Advisors, LLC | 11K | $252.2K | — | Held |
| JAMES INVESTMENT RESEARCH, INC. | 11K | $251.6K | — | Held |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 10.9K | $249.9K | — | Held |
| Alessandra Capital Management, LLC | 10.5K | $240.2K | — | Held |
| Avidian Wealth Enterprises, LLC | 10.3K | $236K | — | Held |
| HANOVER ADVISORS INC | 10.3K | $235.8K | — | Held |
| Savant Capital, LLC | 9.99K | $228.4K | −$765 | Cut−$4.21K |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 9.92K | $227K | — | Held |
| Flavin Financial Services, Inc. | 9.91K | $226.8K | −$743 | Cut−$80.6K |
| Legacy Private Trust Co. | 9.76K | $223.2K | — | Held |
| TRANSCEND CAPITAL ADVISORS, LLC | 9.74K | $222.8K | — | Held |
| Guidance Point Advisors, LLC | 9.73K | $222.5K | — | Held |
| Mascoma Wealth Management LLC | 9.54K | $218.3K | — | Held |