| BANK OF AMERICA CORP /DE/ | 1.42M | $73.1M | $3.41M | Added$4.86M |
| MORGAN STANLEY | 826.4K | $42.6M | $1.92M | Added$4.08M |
| LPL Financial LLC | 780K | $40.3M | — | Held |
| Mariner, LLC | 399K | $20.6M | — | Held |
| Stonebridge Wealth Management, LLC | 147.7K | $7.62M | — | Held |
| Freedom Day Solutions, LLC | 139.4K | $7.2M | — | Held |
| Beacon Pointe Advisors, LLC | 125.7K | $6.48M | — | Held |
| Wealthspire Advisors, LLC | 119.8K | $6.18M | — | Held |
| RAYMOND JAMES FINANCIAL INC | 104.7K | $5.41M | — | Held |
| CAHILL FINANCIAL ADVISORS INC | 99K | $5.11M | — | Held |
| UBS Group AG | 93.2K | $4.81M | — | Held |
| Cetera Investment Advisers | 88.2K | $4.55M | — | Held |
| American Alpha Advisors, LLC | 87.7K | $4.53M | — | Held |
| Steward Partners Investment Advisory, LLC | 85.9K | $4.43M | — | Held |
| WELLS FARGO & COMPANY/MN | 80.3K | $4.14M | — | Held |
| Wealthcare Advisory Partners LLC | 79.1K | $4.08M | — | Held |
| Evanson Asset Management, LLC | 74.7K | $3.85M | — | Held |
| GREENLEAF TRUST | 74.3K | $3.83M | — | Held |
| Snowden Capital Advisors LLC | 71.8K | $3.71M | — | Held |
| Baird Financial Group, Inc. | 68.6K | $3.54M | — | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | 66.5K | $3.43M | — | Held |
| OSAIC HOLDINGS, INC. | 61.6K | $3.18M | — | Held |
| Goldstone Financial Group, LLC | 58.6K | $3.02M | — | Held |
| Moors & Cabot, Inc. | 52.7K | $2.72M | — | Held |
| Formidable Asset Management, LLC | 54K | $2.65M | — | Held |
| Rockefeller Capital Management L.P. | 45.3K | $2.34M | — | Held |
| ROYAL BANK OF CANADA | 44.5K | $2.3M | — | Held |
| Patten Group, Inc. | 42.7K | $2.21M | — | Held |
| BANK OF MONTREAL /CAN/ | 40.2K | $2.07M | — | Held |
| Farmers National Bank | 40.1K | $2.07M | $86.1K | Added$343.1K |
| WealthPlan Investment Management, LLC | 39.4K | $2.03M | — | Held |
| Wealthcare Capital Partners, LLC | 39.4K | $2.03M | — | Held |
| JONES FINANCIAL COMPANIES LLLP | 37.8K | $1.95M | — | Held |
| MERCER GLOBAL ADVISORS INC /ADV | 37.5K | $1.94M | — | Held |
| Crescent Grove Advisors, LLC | 36.4K | $1.88M | — | Held |
| Lansing Street Advisors | 31.2K | $1.61M | — | Held |
| Breakwater Capital Group | 29.6K | $1.53M | — | Held |
| JPMORGAN CHASE & CO | 28.5K | $1.47M | — | Held |
| ShoreHaven Wealth Partners, LLC | 28.1K | $1.45M | — | Held |
| COMERICA BANK | 25.7K | $1.33M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 25K | $1.29M | $32.5K | Added$640.7K |
| ENVESTNET ASSET MANAGEMENT INC | 21.4K | $1.1M | — | Held |
| Great Diamond Partners, LLC | 19.8K | $1.02M | — | Held |
| MML INVESTORS SERVICES, LLC | 19.6K | $1.01M | — | Held |
| IFP Advisors, Inc | 18.9K | $973.2K | $44K | Added$91.9K |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 18K | $929.3K | — | Held |
| Sanctuary Advisors, LLC | 13.6K | $701.6K | $33.2K | Added$36.3K |
| D.B. Root & Company, LLC | 13.1K | $677.1K | — | Held |
| CAPTRUST FINANCIAL ADVISORS | 11.1K | $574.7K | — | Held |
| Clearwater Capital Advisors, LLC | 10.9K | $564.2K | — | Held |
| Hilltop Partners LLC | 10.7K | $551.4K | — | Held |
| Meeder Advisory Services, Inc. | 10.1K | $519.9K | — | Held |
| Vertex Planning Partners, LLC | 9.33K | $481.3K | — | Held |
| BCS Private Wealth Management, Inc. | 9.31K | $480.6K | — | Held |
| Financial Management Professionals, Inc. | 8.4K | $433.3K | — | Held |
| Aspire Capital Advisors LLC | 7.54K | $388.8K | — | Held |
| HighTower Advisors, LLC | 7.47K | $385.7K | — | Held |
| Passive Capital Management, LLC. | 7.27K | $375.2K | — | Held |
| Tidemark, LLC | 7.23K | $373.2K | — | Held |
| HB Wealth Management, LLC | 7K | $361.2K | — | Held |
| &PARTNERS | 6.96K | $359.1K | — | Held |
| IHT Wealth Management, LLC | 6.91K | $356.4K | — | Held |
| Axis Wealth Partners, LLC | 6.34K | $327.1K | — | Held |
| KFA Private Wealth Group, LLC | 6.3K | $325.1K | — | Held |
| Valmark Advisers, Inc. | 6.23K | $321.7K | — | Held |
| STIFEL FINANCIAL CORP | 5.92K | $305.3K | — | Held |
| Savvy Advisors, Inc. | 5.84K | $301.5K | — | Held |
| Prosperity Wealth Management, Inc. | 5.44K | $280.5K | — | Held |
| StoneX Group Inc. | 5.31K | $274K | — | Held |
| Amplius Wealth Advisors, LLC | 5.17K | $266.6K | — | Held |
| Gateway Wealth Partners, LLC | 4.8K | $247.9K | — | Held |
| NewEdge Advisors, LLC | 4.53K | $233.8K | — | Held |
| ANB BANK | 4.42K | $228K | — | Held |
| Valued Retirements, Inc. | 4.35K | $224.5K | — | Held |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4.08K | $212.6K | — | Held |
| Trace Wealth Advisors, LLC | 4K | $206.4K | — | Held |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.83K | $145.9K | — | Held |
| PNC Financial Services Group, Inc. | 2.73K | $140.8K | — | Held |
| Kestra Advisory Services, LLC | 2.61K | $134.7K | — | Held |
| SHP Wealth Management | 2.48K | $128.3K | — | Held |
| Clearstead Advisors, LLC | 2.25K | $116.1K | — | Held |
| Fidelity | 2.14K | $110.5K | — | Held |
| ORG Partners LLC | 2K | $103.2K | — | Held |
| Sound Income Strategies, LLC | 1.77K | $93.2K | — | Held |
| Global Retirement Partners, LLC | 1.26K | $65K | — | Held |
| Triumph Capital Management | 1K | $51.6K | — | New |
| CIBC Private Wealth Group LLC | 750 | $38.7K | — | Held |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 630 | $32.5K | — | Held |
| JFS WEALTH ADVISORS, LLC | 620 | $32K | — | Held |
| BLAIR WILLIAM & CO/IL | 468 | $24.2K | — | Held |
| ROTHSCHILD INVESTMENT LLC | 382 | $19.7K | — | Held |
| MAI Capital Management | 345 | $17.8K | — | Held |
| AlphaCore Capital LLC | 325 | $16.8K | — | Held |
| Farther Finance Advisors, LLC | 320 | $16.5K | — | Held |
| PRIVATE TRUST CO NA | 313 | $16.2K | — | Held |
| EverSource Wealth Advisors, LLC | 200 | $10.3K | — | Held |
| Physician Wealth Advisors, Inc. | 170 | $8.77K | — | Held |
| Thrivent Financial for Lutherans | 156.5K | $8.07K | — | Held |
| ASSETMARK, INC | 156 | $8.05K | — | Held |
| Quattro Advisors LLC | 106 | $5.48K | — | Held |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 103 | $5.32K | — | Held |
| CWM, LLC | 93.8K | $4.84K | — | Held |
| Cambridge Investment Research Advisors, Inc. | 43.6K | $2.25K | — | Held |
| Solstein Capital, LLC | 40 | $2.06K | — | Held |
| Janney Montgomery Scott LLC | 38.1K | $1.97K | — | Held |
| HARBOUR INVESTMENTS, INC. | 4 | $206 | — | Held |
| HUNTINGTON NATIONAL BANK | 2 | $103 | — | Held |