| Cwm, LLC | 1.37% | New | 16,208,136 | $521.1M |
| JPMorgan Chase & Co. | 0.03% | New | 15,443,505 | $480.8M |
| Merit Financial Group, LLC | 1.19% | New | 4,981,377 | $160.2M |
| OneDigital Investment Advisors LLC | 1.23% | New | 3,926,072 | $126.2M |
| Sofi Wealth, LLC | 5.13% | New | 3,311,784 | $106.5M |
| Foundations Investment Advisors, LLC | 1.26% | New | 3,152,557 | $101.4M |
| Commonwealth Equity Services, LLC | 0.11% | New | 2,360,554 | $75.9M |
| Sanctuary Advisors, LLC | 0.40% | New | 2,296,960 | $73.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4.13% | New | 2,256,891 | $72.6M |
| AE Wealth Management LLC | 0.39% | New | 2,215,558 | $71.2M |
| Thrivent Financial for Lutherans | 0.11% | New | 1,780,986 | $57.3M |
| Goldstein Advisors, LLC | 6.18% | New | 1,729,914 | $55.6M |
| Envestnet Asset Management Inc. | 0.01% | New | 1,714,332 | $55.1M |
| CreativeOne Wealth, LLC | 1.28% | New | 1,708,547 | $54.9M |
| Triad Wealth Partners, LLC | 3.62% | New | 1,420,366 | $45.7M |
| West Wealth Group, LLC | 8.53% | New | 1,342,357 | $43.2M |
| Ascent Group, LLC | 1.45% | New | 1,303,555 | $41.9M |
| Cerity Partners LLC | 0.06% | New | 1,271,393 | $40.9M |
| Pettinga Financial Advisors LLC | 6.01% | New | 992,179 | $31.9M |
| Security Financial Services, INC. | 4.81% | New | 946,167 | $30.4M |
| Scarborough Advisors, LLC | 3.20% | New | 907,870 | $29.2M |
| Kelly Financial Services LLC | 6.91% | New | 891,885 | $28.6M |
| Integrated Wealth Concepts LLC | 0.22% | New | 859,155 | $27.6M |
| MA Private Wealth | 4.49% | New | 824,995 | $26.5M |
| Horst & Graben Wealth Management LLC | 3.52% | New | 743,273 | $25.6M |
| McMorgan & Co. LLC | 4.13% | New | 794,503 | $25.5M |
| Detalus Advisors, LLC | 5.56% | New | 757,477 | $24.4M |
| CFS Investment Advisory Services, LLC | 1.52% | New | 631,638 | $22.0M |
| Midwest Capital Advisors, LLC | 10.10% | New | 672,527 | $21.6M |
| ONE Advisory Partners, LLC | 6.20% | New | 625,305 | $20.1M |
| Perigon Wealth Management, LLC | 0.36% | New | 613,500 | $19.7M |
| Arax Advisory Partners | 0.49% | New | 543,035 | $17.5M |
| Bank of New York Mellon Corp | 0.00% | New | 495,901 | $15.9M |
| Claro Advisors Inc. | 1.83% | New | 472,905 | $15.2M |
| Stonebrook Private Inc. | 3.24% | New | 472,627 | $15.2M |
| TSA Wealth Managment LLC | 4.83% | New | 464,965 | $15.0M |
| Embree Financial Group | 1.70% | Add +1184.5% | 450,185 | $14.5M |
| One Wealth Advisors, LLC | 1.79% | New | 446,594 | $14.4M |
| Arkadios Wealth Advisors | 0.23% | New | 428,995 | $13.8M |
| Archer Investment Management, LLC | 5.52% | New | 407,781 | $13.1M |
| Cypress Wealth Services, LLC | 1.73% | New | 380,900 | $12.2M |
| Beacon Financial Group | 1.15% | New | 357,683 | $11.5M |
| Independent Financial Group, LLC | 0.26% | New | 353,597 | $11.4M |
| Stokes Family Office, LLC | 1.14% | New | 344,971 | $11.1M |
| Steward Partners Investment Advisory, LLC | 0.05% | New | 322,924 | $10.4M |
| Strategic Blueprint, LLC | 0.59% | New | 315,627 | $10.1M |
| ShoreHaven Wealth Partners, LLC | 3.63% | New | 313,988 | $10.1M |
| BCGM Wealth Management, LLC | 2.53% | New | 313,306 | $10.1M |
| Principal Securities, Inc. | 0.14% | New | 289,171 | $9.3M |
| A4 Wealth Advisors LLC | 7.39% | New | 276,597 | $8.9M |
| Scissortail Wealth Management, LLC | 1.77% | New | 274,080 | $8.8M |
| Town Capital LLC | 6.81% | New | 262,057 | $8.4M |
| Sharkey, Howes & Javer | 1.13% | New | 260,697 | $8.4M |
| Weil Company, Inc. | 1.88% | Add +22.0% | 260,451 | $8.4M |
| U.S. Capital Wealth Advisors, LLC | 0.21% | New | 260,405 | $8.4M |
| Spectrum Planning & Advisory Services Inc. | 3.76% | New | 236,349 | $7.6M |
| Ehrlich Financial Group | 4.36% | New | 236,174 | $7.6M |
| Lansing Street Advisors | 1.90% | New | 233,608 | $7.5M |
| Assetmark, Inc. | 0.02% | New | 229,989 | $7.4M |
| Able Wealth Management LLC | 1.94% | New | 225,392 | $7.2M |
| Hobbs Wealth Management, LLC | 7.08% | New | 222,431 | $7.2M |
| B.O.S.S. Retirement Advisors, LLC | 2.18% | New | 222,401 | $7.2M |
| Focus Financial Network, Inc. | 0.25% | New | 212,758 | $6.8M |
| Skyline Advisors, Inc. | 2.34% | New | 209,001 | $6.7M |
| Waverly Advisors, LLC | 0.05% | New | 206,254 | $6.6M |
| Mayflower Financial Advisors, LLC | 0.77% | New | 195,916 | $6.3M |
| Kestra Private Wealth Services, LLC | 0.08% | New | 194,949 | $6.3M |
| Braun-Bostich & Associates Inc. | 3.91% | New | 193,891 | $6.2M |
| Quadrant Private Wealth Management, LLC | 0.94% | New | 189,022 | $6.1M |
| Integrated Advisors Network LLC | 0.31% | New | 181,308 | $5.8M |
| Barnes Wealth Management Group, Inc | 2.94% | New | 180,394 | $5.8M |
| Daviman Financial, LLC | 3.40% | New | 178,954 | $5.8M |
| Gen-Wealth Partners Inc | 1.80% | New | 177,793 | $5.7M |
| NewEdge Advisors, LLC | 0.02% | New | 177,592 | $5.7M |
| Tyche Wealth Partners LLC | 0.86% | New | 172,796 | $5.6M |
| SWP Financial LLC | 2.75% | New | 168,007 | $5.4M |
| 5T Wealth, LLC | 2.08% | New | 164,007 | $5.3M |
| Atria Investments, Inc | 0.06% | New | 161,414 | $5.2M |
| Signet Financial Management, LLC | 0.55% | New | 152,265 | $4.9M |
| Summit Financial, LLC | 0.06% | New | 151,170 | $4.9M |
| Curtis Wealth Management LLC | 4.52% | New | 149,646 | $4.8M |
| BlackRock, Inc. | 0.00% | Reduce -21.8% | 140,853 | $4.5M |
| Tradition Wealth Management, LLC | 0.30% | New | 131,010 | $4.2M |
| Mather Group, Llc. | 0.04% | New | 128,661 | $4.1M |
| Milestone Asset Management, LLC | 0.76% | New | 127,790 | $4.1M |
| Vantage Point Financial LLC | 1.43% | New | 126,317 | $4.1M |
| Kestra Advisory Services, LLC | 0.01% | New | 123,230 | $4.0M |
| J.E. Simmons & Co., P.C. | 2.64% | New | 122,893 | $4.0M |
| Diversify Wealth Management, LLC | 0.07% | New | 110,959 | $3.8M |
| Bedminster, LLC | 3.40% | New | 113,611 | $3.7M |
| Patriot Financial Group Insurance Agency, LLC | 0.20% | New | 109,334 | $3.5M |
| IFP Advisors, Inc | 0.07% | New | 104,703 | $3.4M |
| Chatterton & Associates Inc. | 2.25% | New | 94,810 | $3.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | New | 94,654 | $3.0M |
| Ashton Thomas Private Wealth, LLC | 0.07% | New | 91,985 | $3.0M |
| Beacon Capital Management, LLC | 0.52% | New | 91,519 | $2.9M |
| Theory Financial LLC | 1.02% | New | 90,570 | $2.9M |
| Redwood Investment Management, LLC | 0.36% | New | 89,745 | $2.9M |
| WealthPoint Financial, LLC | 2.37% | New | 87,931 | $2.8M |
| Bush Investment Group, LLC | 1.51% | New | 85,978 | $2.8M |
| RFG Advisory, LLC | 0.05% | New | 81,693 | $2.6M |
| Bull Harbor Capital LLC | 0.67% | — | 77,286 | $2.5M |
| Icon Wealth Advisors, LLC | 0.16% | New | 72,862 | $2.5M |
| Firethorn Wealth Partners, LLC | 0.90% | New | 76,543 | $2.5M |
| WealthTrak Capital Management LLC | 1.71% | New | 74,318 | $2.4M |
| KM Capital Management Ltd. | 1.60% | New | 66,204 | $2.4M |
| WealthPLAN Partners, LLC | 0.43% | New | 68,626 | $2.2M |
| Maia Wealth LLC | 0.37% | New | 68,249 | $2.2M |
| Gilliland Jeter Wealth Management LLC | 0.61% | New | 64,569 | $2.1M |
| Wealthgarden F.S. LLC | 1.37% | New | 62,253 | $2.0M |
| Integrated Wealth Management | 2.30% | New | 62,248 | $2.0M |
| MML Investors Services, LLC | 0.01% | New | 59,701 | $1.9M |
| XY Planning Network, Inc. | 0.31% | New | 58,421 | $1.9M |
| FWG Investments, LLC. | 1.17% | New | 57,248 | $1.8M |
| Private Advisor Group, LLC | 0.01% | New | 54,267 | $1.7M |
| Compound Planning, Inc. | 0.05% | New | 51,279 | $1.6M |
| Avidian Wealth Enterprises, LLC | 0.05% | New | 49,712 | $1.6M |
| Merkkuri Wealth Advisors LLC | 1.06% | New | 49,621 | $1.6M |
| Sutton Place Investors LLC | 0.87% | New | 49,203 | $1.6M |
| Verus Capital Partners, LLC | 0.10% | New | 45,761 | $1.5M |
| Jane Street Group, LLC | 0.00% | Add +293.0% | 42,880 | $1.4M |
| Benjamin Edwards Inc. | 0.01% | New | 41,805 | $1.3M |
| Imprint Wealth LLC | 6.13% | New | 41,766 | $1.3M |
| Sanchez Gaunt Capital Management, LLC | 0.81% | — | 40,281 | $1.3M |
| Creative Financial Designs Inc. | 0.08% | New | 40,017 | $1.3M |
| Farther Finance Advisors, LLC | 0.01% | New | 38,918 | $1.3M |
| OpenArc Corporate Advisory, LLC | 0.02% | New | 39,282 | $1.3M |
| GatePass Capital, LLC | 0.58% | New | 36,622 | $1.2M |
| Mgo One Seven LLC | 0.02% | New | 35,520 | $1.1M |
| Tempus Wealth Planning, LLC | 0.25% | New | 34,098 | $1.1M |
| Flow Traders U.S. LLC | 0.03% | New | 33,991 | $1.1M |
| Catalina Capital Group, LLC | 0.67% | New | 33,844 | $1.1M |
| EP Wealth Advisors, LLC | 0.01% | New | 33,296 | $1.1M |
| Kickstand Ventures, Llc. | 0.22% | New | 33,071 | $1.1M |
| Harbour Investments, Inc. | 0.02% | New | 31,540 | $1.0M |
| RDA Financial Network | 0.25% | New | 31,376 | $1.0M |
| Advisory Services Network, LLC | 0.01% | New | 30,884 | $993K |
| Centurion Wealth Management LLC | 0.22% | New | 29,635 | $953K |
| Arcadia Wealth Management, LLC | 0.33% | New | 28,346 | $911K |
| Beacon Financial Advisory LLC | 0.19% | New | 26,740 | $860K |
| Key Capital Management, INC | 0.56% | New | 26,532 | $853K |
| Mosaic Advisors LLC | 1.26% | New | 24,305 | $838K |
| MN Wealth Advisors, LLC | 0.40% | New | 25,871 | $832K |
| Parkway Wealth Management Group, LLC | 0.10% | New | 23,449 | $795K |
| Pacific Excel Wealth Advisors, Inc. | 0.82% | New | 24,128 | $776K |
| Lantern Wealth Advisors, LLC | 0.39% | New | 23,875 | $768K |
| Investor's Fiduciary Advisor Network, LLC | 0.23% | New | 23,629 | $759K |
| HighTower Advisors, LLC | 0.00% | New | 23,492 | $755K |
| Apeiron RIA LLC | 0.17% | New | 23,279 | $748K |
| Frisch Financial Group, Inc. | 0.15% | New | 22,694 | $730K |
| FLP Wealth Management, LLC | 1.48% | New | 22,382 | $720K |
| Asempa Wealth Advisors | 0.60% | New | 20,911 | $684K |
| Signal Advisors Wealth, LLC | 0.04% | New | 19,822 | $637K |
| OMNI 360 Wealth, Inc. | 0.33% | New | 19,631 | $631K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 19,631 | $631K |
| Maripau Wealth Management LLC | 0.28% | New | 19,539 | $628K |
| Nwam LLC | 0.03% | New | 18,810 | $605K |
| Oregon Pacific Wealth Management, LLC | 0.62% | New | 18,509 | $595K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 18,439 | $593K |
| Park Avenue Securities LLC | 0.00% | New | 18,233 | $586K |
| Fulcrum Equity Management | 0.54% | New | 17,363 | $558K |
| Ewa, LLC | 0.12% | New | 16,717 | $538K |
| Sowell Financial Services LLC | 0.02% | New | 16,681 | $536K |
| Caliber Wealth Management, LLC / KS | 0.06% | New | 16,640 | $535K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 16,505 | $531K |
| Resurgent Financial Advisors LLC | 0.19% | New | 16,231 | $522K |
| IHT Wealth Management, LLC | 0.01% | New | 15,774 | $507K |
| MSH Capital Advisors LLC | 0.10% | New | 14,757 | $474K |
| Simplicity Wealth,LLC | 0.02% | New | 13,646 | $439K |
| Smartleaf Asset Management LLC | 0.02% | New | 14,088 | $439K |
| Savvy Advisors, Inc. | 0.01% | New | 13,627 | $438K |
| Quantinno Capital Management LP | 0.00% | New | 13,585 | $437K |
| GeoWealth Management, LLC | 0.02% | New | 13,317 | $428K |
| Arwa LLC | 0.21% | New | 12,520 | $424K |
| PFG Investments, LLC | 0.02% | New | 13,017 | $419K |
| Ameritas Advisory Services, LLC | 0.02% | New | 12,625 | $406K |
| Osaic Holdings, Inc. | 0.00% | New | 12,266 | $394K |
| Pinnacle Family Advisors, LLC | 0.18% | New | 12,181 | $392K |
| Landing Point Financial Group, LLC | 0.19% | New | 11,888 | $382K |
| Susquehanna International Group, LLP | 0.00% | Add +6.8% | 11,614 | $373K |
| Cadia Private Client LLC | 0.30% | New | 11,383 | $366K |
| Transcend Capital Advisors, LLC | 0.03% | New | 11,156 | $359K |
| Syntegra Private Wealth Group, LLC | 0.03% | New | 11,142 | $358K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 11,089 | $357K |
| Lloyd Advisory Services, LLC. | 0.10% | New | 10,878 | $350K |
| Kingdom Financial Group LLC. | 0.10% | New | 10,878 | $350K |
| Contango Wealth Management LLC | 0.40% | New | 10,760 | $346K |
| Silverlake Wealth Management LLC | 0.07% | New | 10,222 | $329K |
| BAM Wealth Management, LLC | 0.24% | New | 10,010 | $322K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 9,849 | $319K |
| Citigroup Inc. | 0.00% | New | 9,469 | $304K |
| Sovran Advisors, LLC | 0.02% | New | 8,212 | $287K |
| Twin Peaks Wealth Advisors, LLC | 0.07% | New | 8,594 | $276K |
| Impact Partnership Wealth, LLC | 0.03% | New | 8,482 | $273K |
| Hopwood Nicholas Hunter | 0.08% | New | 7,996 | $257K |
| Empirical Asset Management, LLC | 0.07% | New | 7,674 | $247K |
| Uptick Partners, LLC | 0.05% | New | 7,648 | $246K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | New | 7,537 | $242K |
| Wellment Financial | 0.30% | New | 7,445 | $239K |
| Centennial Advisors, LLC | 0.29% | New | 7,028 | $226K |
| CoreCap Advisors, LLC | 0.01% | New | 5,278 | $170K |
| Quest 10 Wealth Builders, Inc. | 0.12% | New | 4,216 | $136K |
| Parallel Advisors, LLC | 0.00% | No change | 3,611 | $116K |
| US Bancorp \de | 0.00% | New | 2,731 | $88K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 2,645 | $85K |
| Spire Wealth Management | 0.00% | New | 2,642 | $85K |
| Raleigh Capital Management Inc. | 0.02% | New | 2,024 | $65K |
| New Republic Capital, LLC | 0.01% | New | 1,322 | $43K |
| Group One Trading LLC | 0.00% | No change | 800 | $26K |
| Fifth Third Bancorp | 0.00% | New | 738 | $24K |
| Private Trust Co. NA | 0.00% | New | 625 | $20K |
| Rockefeller Capital Management L.P. | 0.00% | New | 608 | $20K |
| Networth Advisors, LLC | 0.01% | New | 573 | $18K |
| Sunbelt Securities, Inc. | 0.00% | Add +1888.5% | 517 | $17K |
| Signature Equity Partners, LLC | 0.01% | New | 329 | $11K |
| Ancora Advisors LLC | 0.00% | New | 160 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 47 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 38 | $1K |
| Cornerstone Planning Group LLC | 0.00% | New | 10 | $350 |
| Vanguard Advisers Inc. | 0.00% | — | 6 | $193 |