| DEARBORN PARTNERS LLC | 390.4K | $26.6M | — | Held |
| BROWN ADVISORY INC | 191.4K | $13M | — | Held |
| TD Asset Management Inc | 148.7K | $10.1M | — | Held |
| Focus Partners Wealth | 120.4K | $8.19M | — | Held |
| MORGAN STANLEY | 44.1K | $3M | $55.1K | Added$151.6K |
| DIMENSIONAL FUND ADVISORS LP | 43.6K | $2.97M | — | Held |
| OSAIC HOLDINGS, INC. | 34.2K | $2.33M | — | Held |
| Evelyn Partners Investment Management Services Ltd | 28.9K | $1.97M | −$405.9K | Cut−$1M |
| HB Wealth Management, LLC | 28.4K | $1.93M | — | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | 27.2K | $1.85M | — | Held |
| Arkadios Wealth Advisors | 20.4K | $1.38M | — | Held |
| Brookstone Capital Management | 20.3K | $1.38M | — | Held |
| EVERMAY WEALTH MANAGEMENT LLC | 20.1K | $1.38M | — | Held |
| GABELLI FUNDS LLC | 13K | $884.1K | — | Held |
| FIRST TRUST ADVISORS LP | 12.2K | $828.7K | — | Held |
| Citadel | 11.4K | $777.6K | — | Held |
| Arbor Investment Advisors, LLC | 11.3K | $769.2K | — | Held |
| Cerity Partners LLC | 10K | $681.3K | — | Held |
| WBH ADVISORY INC | 8.51K | $578.9K | — | Held |
| ABC ARBITRAGE SA | 7.92K | $538.7K | — | Held |
| BURNEY CO/ | 7.54K | $513.1K | — | Held |
| Advisors Capital Management, LLC | 7.07K | $481.1K | — | Held |
| LPL Financial LLC | 6.78K | $460.9K | — | Held |
| Wealthspire Advisors, LLC | 6.28K | $427.1K | — | Held |
| SCOTIA CAPITAL INC. | 5.51K | $375.1K | — | Held |
| Willis Johnson & Associates, Inc. | 5.46K | $371.5K | — | Held |
| SC&H Financial Advisors, Inc. | 5.38K | $365.6K | — | Held |
| BANK OF AMERICA CORP /DE/ | 4.62K | $314.1K | $5.93K | Added$7.23K |
| PNC Financial Services Group, Inc. | 4.4K | $299.2K | — | Held |
| Florida Trust Wealth Management Co | 4.37K | $297.1K | — | Held |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4.48K | $293.7K | — | Held |
| Baird Financial Group, Inc. | 4.31K | $293.1K | — | Held |
| GAMCO INVESTORS, INC. ET AL | 4.2K | $285.6K | — | Held |
| Wilmington Savings Fund Society, FSB | 4K | $272K | — | Held |
| Fulton Bank, N.A. | 3.73K | $254K | — | Held |
| FINANCIAL CONSULATE, INC | 3.48K | $236.8K | — | Held |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.34K | $227.2K | — | Held |
| Rathbones Group PLC | 3.25K | $221K | — | Held |
| TD Waterhouse Canada Inc. | 3.25K | $218.6K | — | Held |
| BLAIR WILLIAM & CO/IL | 3.12K | $212.2K | — | Held |
| CULBERTSON A N & CO INC | 3.11K | $211.7K | — | Held |
| OneDigital Investment Advisors LLC | 3.08K | $209.6K | — | Held |
| Chevy Chase Trust Holdings, LLC | 2.96K | $201K | — | Held |
| ROYAL BANK OF CANADA | 2.67K | $181K | — | Held |
| Atlantic Union Bankshares Corp | 1.7K | $115.6K | — | Held |
| UBS Group AG | 1.57K | $106.6K | — | Held |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.26K | $85.5K | — | Held |
| BlackRock, Inc. | 1.21K | $82.5K | — | Held |
| Kestra Advisory Services, LLC | 684 | $46.5K | — | Held |
| Glass Jacobson Investment Advisors llc | 337 | $22.9K | — | Held |
| Beacon Capital Management, Inc. | 318 | $21.6K | — | Held |
| WELLS FARGO & COMPANY/MN | 269 | $18.3K | — | Held |
| HARBOR INVESTMENT ADVISORY, LLC | 244 | $16.6K | — | Held |
| Delos Wealth Advisors, LLC | 210 | $14.3K | — | Held |
| BOK Financial Private Wealth, Inc. | 180 | $12.3K | — | Held |
| JONES FINANCIAL COMPANIES LLLP | 158 | $10.8K | — | Held |
| JPMORGAN CHASE & CO | 158 | $10.7K | — | Held |
| Geneos Wealth Management Inc. | 100 | $6.8K | — | Held |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 81 | $5.51K | — | Held |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 40 | $2.72K | — | Held |
| IFP Advisors, Inc | 40 | $2.72K | $20 | Added$1.65K |
| GAMMA Investing LLC | 30 | $2.04K | — | Held |
| BANK OF MONTREAL /CAN/ | 24 | $1.63K | — | Held |
| Root Financial Partners, LLC | 18 | $1.22K | — | Held |
| CWM, LLC | 5.23K | $356 | — | Held |
| Davis Capital Management | 4 | $272 | — | Held |
| Tufton Capital Management | 3.14K | $213 | — | Held |
| SJS Investment Consulting Inc. | 3 | $206 | — | Held |
| 1015 Capital Partners, LLC | 2 | $136 | — | Held |
| Farther Finance Advisors, LLC | 2 | $136 | — | Held |
| Keating Financial Advisory Services, Inc. | 2 | $136 | — | Held |
| JFS WEALTH ADVISORS, LLC | 1 | $69 | — | Held |
| CITIGROUP INC | 1 | $68 | — | Held |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 7 | $0 | — | Held |
| NOMURA ASSET MANAGEMENT CO LTD | 0 | $0 | — | Held |