| BANK OF AMERICA CORP /DE/ | 2.33M | $102.6M | −$489.5K | Added$4.17M |
| LPL Financial LLC | 1.48M | $65.1M | — | Held |
| MERCER GLOBAL ADVISORS INC /ADV | 1.31M | $57.8M | — | Held |
| HighTower Advisors, LLC | 709.8K | $31.3M | — | Held |
| Prestige Wealth Management Group LLC | 634.7K | $28M | −$139.7K | Cut−$135.8K |
| Savant Capital, LLC | 597.3K | $26.3M | −$131.5K | Cut−$844K |
| UBS Group AG | 540.5K | $23.8M | — | Held |
| Private Advisor Group, LLC | 413.2K | $18.2M | — | Held |
| FIRST FOUNDATION ADVISORS | 310.1K | $13.7M | — | Held |
| AMERIPRISE FINANCIAL INC | 284.1K | $12.5M | — | Held |
| Atria Investments, Inc | 261.8K | $11.5M | — | Held |
| Grey Ledge Advisors, LLC | 258.4K | $11.4M | — | Held |
| RAYMOND JAMES FINANCIAL INC | 256.9K | $11.3M | — | Held |
| CITIZENS FINANCIAL GROUP INC/RI | 244.6K | $10.8M | — | Held |
| Smartleaf Asset Management LLC | 241.8K | $10.7M | — | Held |
| WealthPlan Investment Management, LLC | 240.3K | $10.6M | — | Held |
| MORGAN STANLEY | 240.2K | $10.6M | −$52K | Added$137.3K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 234.6K | $10.3M | — | Held |
| Insight Advisors, LLC/ PA | 204.8K | $9.02M | — | Held |
| Broussard Financial Group LLC | 171.1K | $7.54M | — | Held |
| Cetera Investment Advisers | 151.5K | $6.67M | — | Held |
| Vestmark Advisory Solutions, Inc. | 148.5K | $6.54M | — | Held |
| RFG Advisory, LLC | 146.6K | $6.46M | — | Held |
| STIFEL FINANCIAL CORP | 136.7K | $6.02M | — | Held |
| Merit Financial Group, LLC | 132.2K | $5.83M | — | Held |
| Mariner, LLC | 130.3K | $5.74M | — | Held |
| WELLS FARGO & COMPANY/MN | 125.4K | $5.52M | — | Held |
| JPMORGAN CHASE & CO | 106.4K | $4.69M | — | Held |
| Oxinas Partners, LLC | 106K | $4.67M | — | Held |
| OPTIMA CAPITAL LLC | 97.7K | $4.31M | — | Held |
| NBC SECURITIES, INC. | 95.3K | $4.2M | — | Held |
| Trilogy Capital Inc. | 80K | $3.52M | — | Held |
| OSAIC HOLDINGS, INC. | 79.4K | $3.5M | — | Held |
| CAPTRUST FINANCIAL ADVISORS | 79.1K | $3.49M | — | Held |
| MML INVESTORS SERVICES, LLC | 73.9K | $3.26M | — | Held |
| Kestra Advisory Services, LLC | 64.5K | $2.84M | — | Held |
| Freedom Investment Management, Inc. | 64.3K | $2.83M | — | Held |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 64.2K | $2.83M | — | Held |
| ENVESTNET ASSET MANAGEMENT INC | 62.6K | $2.76M | — | Held |
| WealthPoint Financial, LLC | 61.2K | $2.7M | — | Held |
| Golden State Wealth Management, LLC | 53.8K | $2.37M | — | Held |
| NorthCrest Asset Manangement, LLC | 53.4K | $2.35M | — | Held |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 50.4K | $2.22M | — | Held |
| Sharper & Granite LLC | 47.4K | $2.09M | — | Held |
| HARBOUR INVESTMENTS, INC. | 45.4K | $2M | — | Held |
| AE Wealth Management LLC | 41.7K | $1.84M | — | Held |
| Concurrent Investment Advisors, LLC | 40.1K | $1.77M | — | Held |
| Golden State Equity Partners | 39.9K | $1.76M | — | Held |
| Independent Wealth Network Inc. | 34.8K | $1.53M | — | Held |
| JT Stratford LLC | 33.2K | $1.46M | — | Held |
| Corient Private Wealth LLC | 31.6K | $1.4M | — | Held |
| SEGALL BRYANT & HAMILL, LLC | 30.6K | $1.35M | — | Held |
| Bison Wealth, LLC | 29.2K | $1.27M | — | Held |
| Symphony Financial, Ltd. Co. | 27.7K | $1.22M | — | Held |
| Sanctuary Advisors, LLC | 27.4K | $1.21M | −$4.9K | Added$219.1K |
| David Kennon Inc | 25.6K | $1.13M | — | Held |
| INTEGRITY ALLIANCE, LLC. | 24.1K | $1.06M | — | Held |
| HOWARD BAILEY SECURITIES, LLC | 23.4K | $1.03M | −$5.15K | Cut−$9.63M |
| JAMES INVESTMENT RESEARCH, INC. | 20.9K | $919.7K | — | Held |
| JONES FINANCIAL COMPANIES LLLP | 20.1K | $887.3K | — | Held |
| Goldstone Financial Group, LLC | 19.9K | $875.9K | — | Held |
| Gateway Wealth Partners, LLC | 19.8K | $874.2K | — | Held |
| Barnes Wealth Management Group, Inc | 19.8K | $874K | — | Held |
| Summit Financial, LLC | 18.7K | $824.5K | — | Held |
| Winch Advisory Services, LLC | 18.5K | $815.6K | — | Held |
| Diversify Advisory Services, LLC | 18.4K | $810K | — | Held |
| Empirical Asset Management, LLC | 18.1K | $798.2K | — | Held |
| EJMK Ventures LLC | 17.9K | $787K | — | Held |
| WEBSTER BANK, N. A. | 17.8K | $785.3K | — | Held |
| Trinity Wealth Management, LLC | 17.2K | $758.1K | — | Held |
| Creative Planning | 17.1K | $753.2K | — | Held |
| Ashton Thomas Private Wealth, LLC | 15.4K | $679.6K | — | Held |
| WealthPLAN Partners, LLC | 15.2K | $668.8K | — | Held |
| Sun Financial Inc | 14.9K | $658.3K | — | Held |
| BEACON FINANCIAL GROUP | 14.6K | $644.9K | — | Held |
| Pinnacle Financial Group, LLC / IL | 14.4K | $636K | — | Held |
| Global Retirement Partners, LLC | 13.8K | $609.3K | — | Held |
| Beacon Financial Advisory LLC | 13.7K | $604.8K | — | Held |
| Capstone Financial Advisors, Inc. | 13K | $571.6K | — | Held |
| McNamara Financial Services, Inc. | 12.7K | $561.4K | — | Held |
| Bank of New York Mellon Corp | 12.6K | $553.6K | — | Held |
| Wealthcare Advisory Partners LLC | 12.4K | $546.9K | — | Held |
| NewSquare Capital LLC | 12.2K | $535.9K | — | Held |
| Worth Asset Management, LLC | 12K | $527.7K | — | Held |
| OneDigital Investment Advisors LLC | 11.5K | $506.6K | — | Held |
| Waverly Advisors, LLC | 10.7K | $472.5K | — | Held |
| Arkadios Wealth Advisors | 10.5K | $462.7K | — | Held |
| Larson Financial Group LLC | 9.99K | $440K | — | Held |
| Westwood Wealth Management | 9.75K | $429.4K | — | Held |
| Lionshead Wealth Management, LLC | 9.75K | $429.4K | — | Held |
| Farther Finance Advisors, LLC | 9.24K | $407K | — | Held |
| Gallagher Fiduciary Advisors, LLC | 9.08K | $399.8K | — | Held |
| REAP Financial Group, LLC | 9.04K | $398.1K | — | Held |
| Opal Wealth Advisors, LLC | 8.9K | $392K | — | Held |
| SFE Investment Counsel | 8.75K | $385.3K | — | Held |
| ALTERNA WEALTH MANAGEMENT, INC | 8.45K | $372K | — | Held |
| Reyes Financial Architecture, Inc. | 8.11K | $357.2K | — | Held |
| Retireful, LLC | 7.92K | $349.7K | — | Held |
| CVA Family Office, LLC | 7.89K | $347.8K | — | Held |
| CoreCap Advisors, LLC | 7.44K | $327.8K | — | Held |
| Simplicity Wealth,LLC | 7.42K | $327.1K | — | Held |
| SNS Financial Group, LLC | 7.29K | $321.1K | — | Held |
| Kingdom Financial Group LLC. | 7.03K | $309.6K | — | Held |
| Team Financial Group, LLC | 6.99K | $308.1K | — | Held |
| FORM Wealth Advisors, LLC | 6.74K | $297K | — | Held |
| United Advisor Group, LLC | 6.67K | $294K | — | Held |
| SWMG, LLC | 6.53K | $287.9K | — | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | 6.35K | $279.9K | — | Held |
| Western Wealth Management, LLC | 6.21K | $273.6K | — | Held |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 6.06K | $266.9K | — | Held |
| Meridian Financial Advisors, LLC | 5.83K | $256.9K | — | Held |
| Institute for Wealth Management, LLC. | 5.62K | $247.4K | — | Held |
| IFP Advisors, Inc | 5.44K | $239.7K | −$1.2K | Cut−$19.7K |
| OMNI 360 Wealth, Inc. | 5.39K | $238.6K | — | Held |
| Dynamic Advisor Solutions LLC | 5.36K | $236.3K | — | Held |
| HF Advisory Group, LLC | 5.35K | $235.6K | — | Held |
| Citadel | 5.29K | $233.1K | — | Held |
| IHT Wealth Management, LLC | 5.21K | $229.4K | — | Held |
| Verdence Capital Advisors LLC | 4.99K | $220K | — | Held |
| Quadcap Wealth Management, LLC | 4.9K | $215.7K | — | Held |
| VICTORY FINANCIAL GROUP, LLC | 4.71K | $207.3K | — | Held |
| Vise Technologies, Inc. | 4.71K | $207.3K | — | Held |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 4.63K | $204.1K | — | Held |
| Vantage Point Financial LLC | 4.59K | $202.3K | — | Held |
| EVOLUTION WEALTH MANAGEMENT INC. | 3.86K | $169.9K | −$849 | Cut−$55K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3.72K | $164.5K | — | Held |
| Frazier Financial Advisors, LLC | 3.63K | $159.8K | — | Held |
| CITIGROUP INC | 3.58K | $157.6K | — | Held |
| Breakwater Investment Management | 3.26K | $143.7K | — | Held |
| Aptus Capital Advisors, LLC | 2.94K | $129.7K | — | Held |
| SBI Securities Co., Ltd. | 2.36K | $104K | — | Held |
| ROYAL BANK OF CANADA | 2.25K | $99K | — | Held |
| Pinnacle Bancorp, Inc. | 2.06K | $90.6K | — | Held |
| COMERICA BANK | 1.85K | $81.4K | — | Held |
| CWM, LLC | 1.24M | $54.5K | — | Held |
| Darwin Wealth Management, LLC | 1.12K | $49.4K | — | Held |
| Rockefeller Capital Management L.P. | 1.06K | $46.8K | — | Held |
| SHP Wealth Management | 695 | $30.6K | — | Held |
| Steward Partners Investment Advisory, LLC | 528 | $23.3K | — | Held |
| Tidemark, LLC | 500 | $22K | — | Held |
| TUCKER ASSET MANAGEMENT LLC | 466 | $20.5K | −$132 | Cut−$44 |
| PNC Financial Services Group, Inc. | 431 | $19K | — | Held |
| GPS Wealth Strategies Group, LLC | 405 | $17.9K | — | Held |
| Key Financial Inc | 351 | $15.5K | — | Held |
| Allworth Financial LP | 332 | $14.6K | −$73 | Cut−$73 |
| GLENMEDE TRUST CO NA | 319 | $14.1K | — | Held |
| Caldwell Trust Co | 300 | $13.2K | — | Held |
| PRIVATE TRUST CO NA | 231 | $10.2K | — | Held |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 214 | $9.43K | — | Held |
| Capital Investment Advisory Services, LLC | 201 | $8.85K | — | Held |
| FIRST HORIZON CORP | 200 | $8.81K | — | Held |
| Elevated Capital Advisors, LLC | 169 | $7.44K | — | Held |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 162 | $7.14K | — | Held |
| Costello Asset Management, INC | 136 | $5.99K | — | Held |
| NBT BANK N A /NY | 44 | $4.41K | — | Held |
| Fidelity | 96 | $4.24K | — | Held |
| Lloyd Advisory Services, LLC. | 45 | $2K | — | Held |
| Betterment LLC | 38.2K | $1.69K | — | Held |
| Sunbelt Securities, Inc. | 32 | $1.41K | — | Held |
| Strategic Advocates LLC | 26 | $1.15K | — | Held |
| PARK AVENUE SECURITIES LLC | 16.8K | $739 | — | Held |
| Spurstone Advisory Services, LLC | 10 | $440 | — | Held |
| CENTAURUS FINANCIAL, INC. | 5.32K | $235 | — | Held |
| Cambridge Investment Research Advisors, Inc. | 4.81K | $212 | — | Held |
| EverSource Wealth Advisors, LLC | 3 | $132 | — | Held |
| Covestor Ltd | 1.68K | $74 | — | Held |
| Capital Analysts, LLC | 284 | $13 | — | Held |
| HANTZ FINANCIAL SERVICES, INC. | 9 | $0 | — | Held |