| LPL Financial LLC | 0.02% | Add +109.1% | 790,002 | $59.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +2998.8% | 267,833 | $20.2M |
| Janney Montgomery Scott LLC | 0.04% | New | 242,761 | $18.3M |
| First American Trust, FSB | 1.01% | Add +4.6% | 184,406 | $13.9M |
| Vestmark Advisory Solutions, Inc. | 0.26% | New | 177,918 | $13.4M |
| Cetera Investment Advisers | 0.01% | Add +169.9% | 111,109 | $8.4M |
| Assetmark, Inc. | 0.02% | New | 104,389 | $7.9M |
| Key Financial Inc | 1.39% | Add +1.1% | 99,472 | $7.5M |
| Mariner, LLC | 0.01% | Add +3.4% | 99,535 | $7.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +2086.0% | 96,688 | $7.3M |
| Jones Financial Companies LLLP | 0.00% | Add +56.6% | 94,672 | $7.0M |
| Cornerstone Wealth Management, LLC | 0.35% | Add +2.8% | 83,010 | $6.3M |
| Prism Advisors, Inc. | 1.27% | Reduce -8.7% | 62,333 | $4.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -50.1% | 52,808 | $4.0M |
| Raymond James Financial Inc. | 0.00% | Add +2.8% | 52,138 | $3.9M |
| Royal Bank of Canada | 0.00% | Add +0.8% | 40,352 | $3.0M |
| Osaic Holdings, Inc. | 0.00% | Add +107.5% | 38,096 | $2.8M |
| Park Avenue Securities LLC | 0.02% | New | 31,544 | $2.4M |
| MML Investors Services, LLC | 0.01% | Add +464.1% | 31,495 | $2.4M |
| Jane Street Group, LLC | 0.00% | Reduce -22.2% | 31,443 | $2.4M |
| Abound Financial, LLC | 0.80% | Reduce -4.1% | 26,647 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.9% | 17,854 | $1.3M |
| Citadel Advisors | 0.00% | New | 17,677 | $1.3M |
| Saxon Interests, Inc. | 0.38% | Reduce -1.2% | 13,669 | $983K |
| Stifel Financial Corp. | 0.00% | Add +4.3% | 11,873 | $895K |
| Freedom Investment Management, Inc. | 0.20% | Reduce -36.8% | 10,287 | $775K |
| SOL Capital Management CO | 0.07% | Reduce -8.6% | 10,090 | $760K |
| CreativeOne Wealth, LLC | 0.02% | New | 9,780 | $737K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | New | 7,802 | $588K |
| Susquehanna International Group, LLP | 0.00% | New | 7,693 | $580K |
| Dominguez Wealth Management Solutions, Inc. | 0.36% | Reduce -0.9% | 7,550 | $569K |
| Tidemark, LLC | 0.14% | No change | 6,427 | $484K |
| VestGen Advisors, LLC | 0.01% | New | 5,139 | $387K |
| Integrity Wealth Advisors, Inc. | 0.14% | Reduce -1.2% | 5,083 | $383K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +3.9% | 4,869 | $367K |
| Private Advisor Group, LLC | 0.00% | No change | 4,747 | $358K |
| Morgan Stanley | 0.00% | Reduce -89.2% | 4,641 | $350K |
| von Borstel & Associates, Inc. | 0.05% | New | 4,389 | $334K |
| Lockerman Financial Group, Inc. | 0.42% | New | 4,418 | $333K |
| Wayfinding Financial, LLC | 0.14% | New | 4,379 | $329K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 4,252 | $325K |
| Integrated Wealth Concepts LLC | 0.00% | New | 4,050 | $305K |
| Ascent Group, LLC | 0.01% | New | 4,032 | $304K |
| IFP Advisors, Inc | 0.01% | Add +37.1% | 3,987 | $300K |
| Lake Street Private Wealth, LLC | 0.04% | New | 3,879 | $292K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | New | 3,471 | $262K |
| Amplius Wealth Advisors, LLC | 0.02% | Reduce -13.0% | 3,432 | $259K |
| Bedel Financial Consulting, Inc. | 0.03% | Add +1.9% | 3,084 | $232K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 3,006 | $226K |
| 3Chopt Investment Partners, LLC | 0.04% | New | 2,102 | $158K |
| GeoWealth Management, LLC | 0.01% | New | 1,924 | $145K |
| Global Retirement Partners, LLC | 0.00% | New | 1,846 | $139K |
| AdvisorNet Financial, Inc | 0.01% | New | 1,742 | $131K |
| Private Trust Co. NA | 0.01% | New | 1,507 | $114K |
| Richardson Financial Services Inc. | 0.07% | New | 1,435 | $108K |
| POM Investment Strategies, LLC | 0.04% | New | 1,000 | $75K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 816 | $61K |
| Bank of America Corp. | 0.00% | Add +19550.0% | 786 | $59K |
| Farther Finance Advisors, LLC | 0.00% | Add +280.3% | 734 | $55K |
| Advisory Services Network, LLC | 0.00% | New | 324 | $24K |
| Geneos Wealth Management Inc. | 0.00% | New | 284 | $21K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 195 | $15K |
| Cedar Wealth Management, LLC | 0.00% | No change | 88 | $7K |
| Noble Wealth Management PBC | 0.00% | — | 41 | $3K |
| Comerica Bank | 0.00% | Add +127.8% | 41 | $3K |
| KERR FINANCIAL PLANNING Corp | 0.00% | — | 26 | $2K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 2 | $151 |