| DWM Financial Group, Inc. | $29.3M | 702,329 | 26.08% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $15.8M | 352,821 | 0.00% | 17q | +138.9%+$9.2M |
| Spectrum Asset Management, Inc. (NB/CA) | $11.0M | 246,980 | 3.07% | 10q | HELD |
| First International Bank of Israel Ltd. | $10.6M | 236,000 | 2.88% | 2q | HELD |
| Decker Wealth Management LLC | $8.5M | 190,477 | 1.81% | 3q | -3.2%-$279.0K |
| Kestra Advisory Services, LLC | $8.3M | 185,940 | 0.03% | 18q | -21.6%-$2.3M |
| Cetera Investment Advisers | $7.5M | 166,564 | 0.01% | 15q | +90.2%+$3.5M |
| Wood Tarver Financial Group, LLC | $6.8M | 151,814 | 1.60% | 7q | -3.1%-$216.5K |
| OSAIC HOLDINGS, INC. | $4.7M | 106,098 | 0.01% | 22q | +4.6%+$209.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.6M | 102,548 | 0.01% | 22q | -3.1%-$144.9K |
| LPL Financial LLC | $4.1M | 92,420 | 0.00% | 12q | +18.2%+$637.1K |
| FOUNDERS FINANCIAL SECURITIES LLC | $3.9M | 86,759 | 0.20% | 8q | +12.4%+$428.7K |
| HARBOUR INVESTMENTS, INC. | $3.8M | 84,201 | 0.05% | 21q | HELD |
| RAYMOND JAMES FINANCIAL INC | $3.1M | 69,724 | 0.00% | 7q | +6.2%+$181.6K |
| MML INVESTORS SERVICES, LLC | $2.4M | 53,068 | 0.00% | 13q | +53.1%+$823.8K |
| Ignite Planners, LLC | $1.8M | 40,554 | 0.25% | 15q | HELD |
| REAP Financial Group, LLC | $1.7M | 38,060 | 0.29% | 11q | +1.2%+$20.1K |
| Foguth Wealth Management, LLC. | $1.5M | 33,980 | 0.17% | 9q | HELD |
| UPTICK PARTNERS, LLC | $1.5M | 33,877 | 0.24% | 8q | -1.9%-$29.5K |
| Mutual Advisors, LLC | $1.5M | 33,041 | 0.03% | 18q | -7.0%-$111.3K |
| Quantinno Capital Management LP | $1.5M | 32,873 | 0.00% | 4q | HELD |
| WETZEL INVESTMENT ADVISORS, INC. | $1.5M | 32,783 | 0.51% | 11q | -2.6%-$39.5K |
| Kovack Advisors, Inc. | $1.4M | 30,430 | 0.07% | 6q | -4.2%-$59.5K |
| Integrity Financial Corp /WA | $1.2M | 26,825 | 0.57% | 19q | +0.9%+$10.2K |
| Glen Eagle Advisors, LLC | $1.1M | 25,660 | 0.14% | 17q | HELD |
| Cambridge Investment Research Advisors, Inc. | $1.1M | 25,131 | 0.00% | 22q | +15.3%+$149.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 23,933 | 0.00% | new | NEW |
| SAGESPRING WEALTH PARTNERS, LLC | $1.0M | 23,222 | 0.02% | 6q | HELD |
| 1ST SOURCE BANK | $994.4K | 22,230 | 0.05% | 2q | -6.5%-$69.3K |
| Ameritas Advisory Services, LLC | $929.5K | 20,780 | 0.02% | 10q | +42.2%+$276.0K |
| JPMORGAN CHASE & CO | $862.6K | 19,320 | 0.00% | new | NEW |
| Uniting Wealth Partners, LLC | $835.6K | 18,680 | 0.17% | 2q | HELD |
| Signal Advisors Wealth, LLC | $791.8K | 17,700 | 0.04% | new | NEW |
| Clear Creek Financial Management, LLC | $789.9K | 17,659 | 0.05% | 5q | +44.5%+$243.3K |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $773.8K | 17,299 | 0.22% | 10q | -4.7%-$38.6K |
| OPPENHEIMER & CO INC | $682.7K | 15,261 | 0.01% | 9q | HELD |
| TRUIST FINANCIAL CORP | $678.5K | 15,169 | 0.00% | 14q | HELD |
| RFG Advisory, LLC | $664.4K | 14,853 | 0.01% | 5q | +6.7%+$42.0K |
| Ethic Inc. | $636.9K | 14,239 | 0.01% | new | NEW |
| Mission Financial Group, LLC | $619.3K | 13,844 | 0.51% | 3q | HELD |
| Buck Wealth Strategies, LLC | $600.8K | 13,431 | 0.06% | 6q | HELD |
| Schulz Wealth, LTD. | $600.0K | 13,413 | 0.31% | 10q | HELD |
| Tradition Wealth Management, LLC | $545.0K | 12,184 | 0.03% | 5q | HELD |
| &PARTNERS | $541.5K | 12,105 | 0.00% | 3q | -11.5%-$70.5K |
| CreativeOne Wealth, LLC | $530.8K | 11,866 | 0.01% | new | NEW |
| McKinley Carter Wealth Services, Inc. | $514.4K | 11,500 | 0.03% | 14q | -38.6%-$323.4K |
| StoneX Group Inc. | $480.3K | 10,740 | 0.02% | 9q | +2.3%+$10.7K |
| NewEdge Advisors, LLC | $457.0K | 10,217 | 0.00% | 14q | +14.2%+$56.9K |
| JIM SAULNIER & ASSOCIATES, LLC | $448.1K | 10,018 | 0.18% | 8q | HELD |
| Grantvest Financial Group LLC | $447.0K | 9,992 | 0.26% | 7q | +50.9%+$150.7K |
| Oakmont Advisory Group, LLC | $438.1K | 9,794 | 0.37% | new | NEW |
| ROYAL BANK OF CANADA | $430.0K | 9,620 | 0.00% | 13q | HELD |
| Bluespring Wealth Management, LLC | $422.7K | 9,450 | 0.01% | new | NEW |
| Atria Investments, Inc | $382.1K | 8,541 | 0.00% | new | NEW |
| Nova Wealth Management, Inc. | $372.8K | 8,334 | 0.21% | 7q | -0.8%-$3.1K |
| Farther Finance Advisors, LLC | $356.4K | 7,968 | 0.00% | 6q | +49.4%+$117.9K |
| Cresset Asset Management, LLC | $351.2K | 7,851 | 0.00% | 10q | -0.8%-$2.7K |
| Stratos Wealth Partners, LTD. | $342.5K | 7,657 | 0.00% | 14q | HELD |
| CENTAURUS FINANCIAL, INC. | $342.0K | 7,652 | 0.01% | 6q | HELD |
| Per Stirling Capital Management, LLC. | $314.9K | 7,039 | 0.03% | 9q | HELD |
| WINNACLE WEALTH LLC | $292.2K | 6,532 | 0.20% | 4q | HELD |
| BostonPremier Wealth LLC | $289.8K | 6,478 | 0.12% | 7q | HELD |
| Grant Street Asset Management, Inc. | $279.8K | 6,255 | 0.05% | 9q | HELD |
| VestGen Advisors, LLC | $255.4K | 5,709 | 0.01% | 3q | +12.4%+$28.1K |
| Capasso Planning Partners LLC | $251.2K | 5,616 | 0.13% | 2q | HELD |
| AlphaStar Capital Management, LLC | $247.2K | 5,527 | 0.02% | 5q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $237.1K | 5,300 | 0.00% | 2q | HELD |
| Prosperity Consulting Group, LLC | $236.6K | 5,290 | 0.01% | 8q | -3.5%-$8.6K |
| 1776 Wealth LLC | $233.5K | 5,219 | 0.08% | 5q | HELD |
| Echo Wealth Management, LLC | $223.4K | 4,995 | 0.11% | 6q | HELD |
| Maltin Wealth Management, Inc. | $218.2K | 4,878 | 0.07% | 10q | HELD |
| Ritter Daniher Financial Advisory LLC / DE | $211.4K | 4,725 | 0.03% | 4q | HELD |
| Envestnet Portfolio Solutions, Inc. | $211.0K | 4,718 | 0.00% | new | NEW |
| Spire Wealth Management | $210.2K | 4,699 | 0.01% | 10q | -12.8%-$30.9K |
| Capital Investment Advisory Services, LLC | $209.4K | 4,681 | 0.01% | 14q | -5.0%-$11.0K |
| Sanctuary Advisors, LLC | $209.1K | 4,674 | 0.00% | new | NEW |
| Gallagher Fiduciary Advisors, LLC | $201.8K | 4,512 | 0.01% | new | NEW |
| CASCADE INVESTMENT GROUP, INC. | $201.7K | 4,509 | 0.11% | new | NEW |
| Hilltop Partners LLC | $201.3K | 4,501 | 0.05% | new | NEW |
| EP Wealth Advisors, LLC | $125.1K | 2,797 | 0.00% | new | NEW |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $80.5K | 1,800 | 0.01% | 2q | HELD |
| DHJJ Financial Advisors, Ltd. | $76.0K | 1,698 | 0.02% | 12q | HELD |
| IFP Advisors, Inc | $69.5K | 1,553 | 0.00% | 22q | HELD |
| BARCLAYS PLC | $69.1K | 1,544 | 0.00% | 5q | +580.2%+$58.9K |
| CoreCap Advisors, LLC | $56.1K | 1,255 | 0.00% | 10q | -2.6%-$1.5K |
| Tanglewood Legacy Advisors, LLC | $45.2K | 1,010 | 0.01% | 10q | HELD |
| AE Wealth Management LLC | $26.3K | 587 | 0.00% | 17q | HELD |
| Smartleaf Asset Management LLC | $25.3K | 566 | 0.00% | 3q | HELD |
| LANARK FINANCIAL, INC. | $23.5K | 525 | 0.00% | 12q | -11.9%-$3.2K |
| ASSETMARK, INC | $22.5K | 504 | 0.00% | new | NEW |
| Triumph Capital Management | $15.4K | 345 | 0.00% | 3q | HELD |
| Steward Partners Investment Advisory, LLC | $14.8K | 330 | 0.00% | 18q | HELD |
| EVOLUTION WEALTH MANAGEMENT INC. | $13.1K | 293 | 0.01% | 5q | HELD |
| SOA Wealth Advisors, LLC. | $12.9K | 288 | 0.00% | 10q | HELD |
| Larson Financial Group LLC | $3.1K | 70 | 0.00% | 16q | HELD |
| COMPASS FINANCIAL MANAGEMENT LLC | $2.9K | 63 | 0.00% | new | FIRST |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $626 | 14 | 0.00% | 9q | HELD |
