| Envestnet Asset Management Inc. | 0.01% | Add +1715.5% | 2,046,864 | $49.2M |
| LPL Financial LLC | 0.01% | Add +22476.1% | 2,009,723 | $48.3M |
| Cetera Investment Advisers | 0.02% | Add +933.8% | 883,878 | $21.2M |
| Tidemark, LLC | 3.41% | New | 630,529 | $15.2M |
| Assetmark, Inc. | 0.02% | New | 561,551 | $13.5M |
| Benjamin Edwards Inc. | 0.12% | New | 546,672 | $13.1M |
| Royal Bank of Canada | 0.00% | Add +50.3% | 463,459 | $11.1M |
| Bank of New York Mellon Corp | 0.00% | New | 291,220 | $7.0M |
| Orion Porfolio Solutions, LLC | 0.04% | New | 231,185 | $5.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.4% | 230,576 | $5.5M |
| Gateway Wealth Partners, LLC | 0.31% | New | 213,678 | $5.1M |
| Janney Montgomery Scott LLC | 0.01% | New | 208,732 | $5.0M |
| Osaic Holdings, Inc. | 0.01% | Add +192.9% | 200,747 | $4.8M |
| Hobart Private Capital, LLC | 0.77% | New | 186,939 | $4.5M |
| CreativeOne Wealth, LLC | 0.09% | Add +3.1% | 179,571 | $4.3M |
| New England Private Wealth Advisors LLC | 0.29% | New | 123,254 | $3.0M |
| Farther Finance Advisors, LLC | 0.02% | Add +55.0% | 118,050 | $2.8M |
| Park Avenue Securities LLC | 0.02% | New | 115,163 | $2.8M |
| Holistic Financial Partners | 1.57% | Reduce -69.8% | 107,034 | $2.6M |
| Midwest Financial Group LLC | 0.88% | New | 103,963 | $2.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +125.5% | 102,068 | $2.5M |
| Evolution Wealth Management Inc. | 1.25% | New | 88,219 | $2.1M |
| IFP Advisors, Inc | 0.04% | New | 87,134 | $2.1M |
| Atria Investments, Inc | 0.02% | New | 70,993 | $1.7M |
| Van Diest Capital, LLC | 1.31% | Add +1.3% | 60,748 | $1.5M |
| Signature Equity Partners, LLC | 0.66% | Add +8004.8% | 59,732 | $1.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | New | 58,400 | $1.4M |
| Harbour Investments, Inc. | 0.02% | Add +11131.7% | 51,666 | $1.2M |
| Advisory Services Network, LLC | 0.01% | New | 45,140 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | No change | 44,360 | $1.1M |
| AE Wealth Management LLC | 0.00% | New | 42,291 | $1.0M |
| NewEdge Advisors, LLC | 0.00% | New | 38,521 | $926K |
| Marks Group Wealth Management, Inc | 0.06% | New | 29,989 | $721K |
| World Investment Advisors | 0.01% | New | 28,521 | $687K |
| MML Investors Services, LLC | 0.00% | New | 28,266 | $679K |
| Proactive Wealth Strategies LLC | 0.11% | Add +79.7% | 27,940 | $671K |
| Arkadios Wealth Advisors | 0.01% | New | 26,156 | $629K |
| OneAscent Financial Services LLC | 0.02% | New | 21,310 | $512K |
| &partners | 0.00% | New | 18,904 | $454K |
| Arbor Capital Management Inc. | 0.45% | Reduce -13.1% | 18,844 | $454K |
| GeoWealth Management, LLC | 0.01% | New | 17,818 | $428K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 16,975 | $408K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 16,975 | $408K |
| McAdam, LLC | 0.01% | New | 15,070 | $362K |
| Silver Oak Securities, Incorporated | 0.02% | New | 15,059 | $362K |
| Tucker Asset Management LLC | 0.09% | New | 14,908 | $358K |
| Brookwood Investment Group LLC | 0.04% | Add +12.8% | 14,326 | $344K |
| Principal Securities, Inc. | 0.00% | New | 12,875 | $309K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -11.0% | 12,142 | $292K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 11,361 | $273K |
| Valeo Financial Advisors, LLC | 0.01% | New | 11,010 | $265K |
| Koshinski Asset Management, Inc. | 0.01% | New | 10,565 | $254K |
| TrueWealth Advisors, LLC | 0.05% | New | 9,581 | $230K |
| Kestra Advisory Services, LLC | 0.00% | Add +11.6% | 9,433 | $227K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 8,914 | $214K |
| Perigon Wealth Management, LLC | 0.00% | New | 8,400 | $202K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 6,160 | $148K |
| Coppell Advisory Solutions LLC | 0.00% | New | 12,042 | $39K |
| Buck Wealth Strategies, LLC | 0.00% | New | 1,183 | $28K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.3% | 999 | $24K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 948 | $23K |
| Rossby Financial, LCC | 0.00% | New | 934 | $22K |
| Quest 10 Wealth Builders, Inc. | 0.02% | New | 908 | $22K |
| N.E.W. Advisory Services LLC | 0.00% | Add +131.4% | 877 | $21K |
| International Assets Investment Management, LLC | 0.00% | No change | 673 | $16K |
| IFG Advisory, LLC | 0.00% | New | 463 | $11K |
| US Bancorp \de | 0.00% | No change | 207 | $5K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 103 | $2K |
| Global Retirement Partners, LLC | 0.00% | — | 60 | $1K |
| Morgan Stanley | 0.00% | Reduce -95.6% | 18 | $433 |
| Institute for Wealth Management, LLC. | 0.00% | New | 7 | $169 |
| Continuum Advisory, LLC | 0.00% | New | 6 | $144 |