| ENVESTNET ASSET MANAGEMENT INC | 2.28M | $204.8M | — | Held |
| LPL Financial LLC | 887.8K | $79.7M | — | Held |
| JPMORGAN CHASE & CO | 408.7K | $36.7M | — | Held |
| Cetera Investment Advisers | 257.6K | $23.1M | — | Held |
| BANK OF AMERICA CORP /DE/ | 249.7K | $22.4M | −$2.03K | Added$21.8M |
| Envestnet Portfolio Solutions, Inc. | 245.8K | $22.1M | — | Held |
| MORGAN STANLEY | 243.6K | $21.9M | −$24 | Added$21.9M |
| OneDigital Investment Advisors LLC | 147.5K | $13.2M | — | Held |
| Bank of New York Mellon Corp | 145.3K | $13M | — | Held |
| MML INVESTORS SERVICES, LLC | 137.9K | $12.4M | — | Held |
| BlackRock, Inc. | 123.6K | $11.1M | — | Held |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 110.1K | $9.89M | — | Held |
| GOLDMAN SACHS GROUP INC | 109.5K | $9.83M | — | Held |
| NewEdge Advisors, LLC | 102.1K | $9.17M | — | Held |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 68.1K | $6.12M | — | Held |
| Merit Financial Group, LLC | 67.5K | $6.06M | — | Held |
| TRUIST FINANCIAL CORP | 58.9K | $5.28M | — | Held |
| STIFEL FINANCIAL CORP | 58.8K | $5.27M | — | Held |
| RAYMOND JAMES FINANCIAL INC | 58.3K | $5.23M | — | Held |
| Kelly Financial Services LLC | 56.4K | $5.07M | — | Held |
| Ascent Group, LLC | 54.1K | $4.86M | — | Held |
| Sanctuary Advisors, LLC | 50.3K | $4.51M | — | New |
| CreativeOne Wealth, LLC | 46.7K | $4.19M | — | Held |
| SteelPeak Wealth, LLC | 43.9K | $3.94M | — | Held |
| CFS Investment Advisory Services, LLC | 35.8K | $3.21M | — | Held |
| NorthRock Partners, LLC | 35.6K | $3.2M | — | Held |
| Integrated Wealth Concepts LLC | 35K | $3.14M | — | Held |
| Triad Wealth Partners, LLC | 34.5K | $3.09M | — | Held |
| US BANCORP \DE\ | 32.4K | $2.9M | — | Held |
| Perigon Wealth Management, LLC | 32.1K | $2.88M | — | Held |
| Sharkey, Howes & Javer | 31.1K | $2.79M | — | Held |
| AE Wealth Management LLC | 30.9K | $2.77M | — | Held |
| Scarborough Advisors, LLC | 30.4K | $2.73M | — | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 29K | $2.61M | — | Held |
| Beacon Bridge Wealth Partners, LLC | 28.8K | $2.58M | — | Held |
| Atria Investments, Inc | 27.8K | $2.49M | — | Held |
| TSA Wealth Managment LLC | 27.4K | $2.46M | — | Held |
| Kingsview Wealth Management, LLC | 27.4K | $2.46M | — | Held |
| Pettinga Financial Advisors LLC | 26.1K | $2.34M | — | Held |
| Horst & Graben Wealth Management LLC | 25.9K | $2.33M | — | Held |
| Strategic Blueprint, LLC | 24.9K | $2.23M | — | Held |
| SWP FINANCIAL LLC | 24.6K | $2.21M | — | Held |
| Midwest Capital Advisors, LLC | 22.4K | $2.01M | — | Held |
| AMERIPRISE FINANCIAL INC | 21.8K | $1.96M | — | Held |
| Mutual Advisors, LLC | 20.9K | $1.88M | — | Held |
| Ethos Capital Management, Inc. | 19.9K | $1.79M | — | Held |
| CURTIS WEALTH MANAGEMENT LLC | 18.8K | $1.69M | — | Held |
| One Wealth Advisors, LLC | 18.4K | $1.65M | — | Held |
| INTEGRITY ALLIANCE, LLC. | 17.2K | $1.54M | — | Held |
| Trek Financial, LLC | 16.6K | $1.49M | — | Held |
| Austin Private Wealth, LLC | 16.4K | $1.47M | — | Held |
| Optivise Advisory Services LLC | 15.9K | $1.43M | — | Held |
| ASSETMARK, INC | 14K | $1.26M | — | Held |
| High Falls Advisors, Inc | 13.6K | $1.22M | — | Held |
| Mariner, LLC | 13.5K | $1.21M | — | Held |
| Stokes Family Office, LLC | 13.5K | $1.21M | — | Held |
| Perennial Investment Advisors, LLC | 13.2K | $1.19M | — | Held |
| &PARTNERS | 12.9K | $1.17M | — | Held |
| SigFig Wealth Management, LLC | 12.8K | $1.15M | — | Held |
| Simplicity Wealth,LLC | 12.8K | $1.15M | — | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | 12.8K | $1.15M | — | Held |
| U.S. Capital Wealth Advisors, LLC | 12.7K | $1.14M | — | Held |
| Apeiron RIA LLC | 12.7K | $1.14M | — | Held |
| Orion Porfolio Solutions, LLC | 12.3K | $1.1M | — | Held |
| Stratos Wealth Partners, LTD. | 12.1K | $1.09M | — | Held |
| Tyche Wealth Partners LLC | 11.8K | $1.06M | — | Held |
| Atlatl Advisers LLC | 11.2K | $1.01M | — | Held |
| Global Retirement Partners, LLC | 11K | $989.7K | — | Held |
| WealthShield Partners, LLC | 10.6K | $949.7K | — | Held |
| Bay Harbor Wealth Management, LLC | 10.2K | $920K | — | Held |
| OSAIC HOLDINGS, INC. | 10.1K | $909.8K | — | Held |
| Lansing Street Advisors | 10K | $899.5K | — | Held |
| True Vision MN LLC | 9.95K | $892.9K | — | Held |
| PAX Financial Group, LLC | 9.77K | $877.2K | — | Held |
| Synergy Investment Management, LLC | 9.57K | $858.7K | — | Held |
| Shared Vision Wealth Group LLC | 9.47K | $853.6K | — | Held |
| Icon Wealth Advisors, LLC | 9.23K | $828.6K | — | Held |
| Blue Trust, Inc. | 9.09K | $815.5K | — | Held |
| Cassilly Financial Group LLC | 8.88K | $796.7K | — | Held |
| Brookstone Capital Management | 8.84K | $793.8K | — | Held |
| Private Advisor Group, LLC | 8.79K | $788.7K | — | Held |
| Regal Investment Advisors LLC | 8.57K | $769.3K | — | Held |
| Ashton Thomas Private Wealth, LLC | 8.52K | $764.3K | — | Held |
| Sovran Advisors, LLC | 8.35K | $751K | — | Held |
| Arax Advisory Partners | 8.29K | $743.7K | — | Held |
| MERCER GLOBAL ADVISORS INC /ADV | 8.23K | $738.6K | — | Held |
| Range Financial Group LLC | 8.17K | $733.2K | — | Held |
| JB Capital LLC | 8.05K | $722.9K | — | Held |
| EHRLICH FINANCIAL GROUP | 7.99K | $717K | — | Held |
| Steward Partners Investment Advisory, LLC | 7.98K | $716.2K | — | Held |
| Equitable Holdings, Inc. | 7.58K | $680.5K | — | Held |
| ROYAL BANK OF CANADA | 7.57K | $679K | — | Held |
| Invst, LLC | 7.41K | $664.9K | — | New |
| BCGM Wealth Management, LLC | 7.25K | $650.9K | — | Held |
| ONE Advisory Partners, LLC | 7.19K | $645.4K | — | Held |
| WEALTH ALLIANCE, LLC | 7.06K | $633.7K | — | Held |
| Cobblestone Asset Management LLC | 6.94K | $622.8K | — | Held |
| Detalus Advisors, LLC | 6.77K | $607.5K | — | Held |
| World Investment Advisors | 6.55K | $587.8K | — | Held |
| McNaughton Wealth Management, LLC | 6.41K | $575.1K | — | Held |
| Goldstein Advisors, LLC | 6.32K | $567.6K | — | Held |
| Modern Wealth Management, LLC | 5.91K | $530.1K | — | Held |
| Cypress Wealth Services, LLC | 5.63K | $505.4K | — | Held |
| Quadrant Private Wealth Management, LLC | 5.46K | $490.1K | — | Held |
| Kestra Advisory Services, LLC | 5.07K | $455.4K | — | Held |
| Farther Finance Advisors, LLC | 5K | $449K | — | Held |
| Security Financial Services, INC. | 4.89K | $438.7K | — | Held |
| Cornerstone Planning Group LLC | 4.84K | $435.9K | — | Held |
| Daviman Financial, LLC | 4.71K | $422.4K | — | Held |
| ALTERNA WEALTH MANAGEMENT, INC | 4.63K | $415.5K | — | Held |
| CORE WEALTH ADVISORS, LLC | 4.63K | $415.4K | — | Held |
| Gen-Wealth Partners Inc | 4.4K | $394.9K | — | Held |
| HighTower Advisors, LLC | 4.32K | $387.5K | — | Held |
| Chatterton & Associates Inc. | 4.29K | $385.3K | — | Held |
| Hoxton Planning & Management, LLC | 3.92K | $352K | — | Held |
| Apollon Wealth Management, LLC | 3.87K | $347.2K | — | Held |
| Claro Advisors Inc. | 3.84K | $344.3K | — | Held |
| THEORY FINANCIAL LLC | 3.82K | $344K | — | Held |
| Baird Financial Group, Inc. | 3.83K | $343.8K | — | Held |
| Braun-Bostich & Associates Inc. | 3.73K | $335.3K | — | Held |
| Frisch Financial Group, Inc. | 3.72K | $334.1K | — | Held |
| Lifelong Wealth Advisors, Inc. | 3.57K | $320.4K | — | Held |
| SIGNET FINANCIAL MANAGEMENT, LLC | 3.52K | $316.1K | — | Held |
| Csenge Advisory Group | 3.45K | $309.9K | — | Held |
| KWB Wealth | 3.44K | $308.6K | — | Held |
| Bedminster, LLC | 3.34K | $299.5K | — | Held |
| Integrity Advisory Solutions, LLC | 3.23K | $289.5K | — | Held |
| ShoreHaven Wealth Partners, LLC | 3.19K | $286.7K | — | Held |
| ENDEAVOR PRIVATE WEALTH, INC. | 3.15K | $282.4K | — | Held |
| Rothschild Wealth LLC | 3.09K | $277.7K | — | Held |
| Tempus Wealth Planning, LLC | 3.04K | $273.2K | — | Held |
| Cadia Private Client LLC | 3.02K | $270.7K | — | Held |
| Barnes Wealth Management Group, Inc | 3.01K | $270K | — | Held |
| Buttonwood Financial Group, LLC | 2.99K | $269.4K | — | Held |
| Quadcap Wealth Management, LLC | 3K | $269.1K | — | Held |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 2.94K | $264.9K | — | Held |
| Avid Wealth Partners LLC | 2.91K | $261.4K | — | Held |
| Brookwood Investment Group LLC | 2.83K | $253.7K | — | Held |
| MGO ONE SEVEN LLC | 2.78K | $249.3K | — | Held |
| EP Wealth Advisors, LLC | 2.69K | $241.2K | — | Held |
| Spectrum Planning & Advisory Services Inc. | 2.68K | $240.9K | — | Held |
| Parkway Wealth Management Group, LLC | 2.64K | $237K | — | Held |
| IFP Advisors, Inc | 2.62K | $235K | — | New |
| Concorde Asset Management, LLC | 2.59K | $232.7K | — | Held |
| TWIN PEAKS WEALTH ADVISORS, LLC | 2.56K | $230.8K | — | Held |
| HARBOUR INVESTMENTS, INC. | 2.55K | $229K | — | Held |
| Advisory Services Network, LLC | 2.49K | $223.8K | — | Held |
| Centurion Wealth Management LLC | 2.45K | $219.6K | — | Held |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | 2.4K | $215.2K | — | Held |
| JONES FINANCIAL COMPANIES LLLP | 2.38K | $213.6K | — | Held |
| Fortis Capital Advisors, LLC | 2.28K | $204.7K | — | Held |
| Belpointe Asset Management LLC | 2.28K | $204.7K | — | Held |
| COMERICA BANK | 2.25K | $201.9K | — | Held |
| Cape Investment Advisory, Inc. | 1.84K | $165.1K | — | New |
| GeoWealth Management, LLC | 1.83K | $164.6K | — | Held |
| PRIVATE TRUST CO NA | 1.65K | $147.7K | — | Held |
| Transamerica Financial Advisors, LLC | 915 | $82.2K | — | Held |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 875 | $78.5K | — | Held |
| Retirement Wealth Solutions LLC | 819 | $73.5K | — | Held |
| Smartleaf Asset Management LLC | 789 | $71K | — | Held |
| Kingdom Financial Group LLC. | 702 | $63K | — | Held |
| Imprint Wealth LLC | 701 | $62.9K | — | Held |
| Spire Wealth Management | 676 | $60.7K | — | Held |
| CoreCap Advisors, LLC | 645 | $57.9K | — | Held |
| Fidelity | 300 | $26.9K | — | Held |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 275 | $24.7K | — | Held |
| Strategic Wealth Partners, Ltd. | 244 | $21.9K | — | Held |
| Lloyd Advisory Services, LLC. | 226 | $20.3K | — | Held |
| EverSource Wealth Advisors, LLC | 195 | $17.5K | — | Held |
| Vision Retirement, LLC | 174 | $15.6K | — | Held |
| CWM, LLC | 170.8K | $15.3K | — | Held |
| LGT Financial Advisors LLC | 139 | $12.5K | — | Held |
| ORG Partners LLC | 132 | $11.8K | — | Held |
| PARK AVENUE SECURITIES LLC | 131.1K | $11.8K | — | Held |
| AdvisorNet Financial, Inc | 106 | $9.52K | — | Held |
| Janney Montgomery Scott LLC | 101.7K | $9.13K | — | Held |
| Park Place Capital Corp | 101 | $9.07K | — | Held |
| WELLS FARGO & COMPANY/MN | 94 | $8.47K | — | Held |
| Quest 10 Wealth Builders, Inc. | 91 | $8.17K | — | Held |
| Key Capital Management, INC | 89 | $7.99K | — | Held |
| Rockefeller Capital Management L.P. | 74 | $6.64K | — | Held |
| SHP Wealth Management | 70 | $6.28K | — | Held |
| Thrivent Financial for Lutherans | 54.8K | $4.94K | — | Held |
| NBC SECURITIES, INC. | 38 | $3.41K | — | Held |
| NBT BANK N A /NY | 90 | $2.87K | — | Held |
| Aptus Capital Advisors, LLC | 32 | $2.87K | — | Held |
| Sunbelt Securities, Inc. | 22 | $1.98K | — | Held |
| Cambridge Investment Research Advisors, Inc. | 15.9K | $1.43K | — | Held |
| Raleigh Capital Management Inc. | 11 | $993 | — | Held |
| Capital Analysts, LLC | 5.38K | $483 | — | Held |
| Arete Wealth Advisors, LLC | 3.45K | $310 | — | Held |
| CENTAURUS FINANCIAL, INC. | 1.9K | $170 | — | Held |
| TSFG, LLC | 1.13K | $102 | — | Held |
| VALLEY NATIONAL ADVISERS INC | 23 | $2 | — | Held |