| Family Manage LLC | $40.0M | 1,604,919 | 4.11% | 2q | -4.6%-$1.9M |
| ENVESTNET ASSET MANAGEMENT INC | $31.8M | 1,274,563 | 0.01% | 2q | +20.0%+$5.3M |
| WJ Interests, LLC | $17.6M | 707,494 | 6.80% | 2q | +15.6%+$2.4M |
| Destiny Wealth Partners, LLC | $15.1M | 610,353 | 2.14% | new | NEW |
| OSAIC HOLDINGS, INC. | $11.4M | 456,601 | 0.01% | 2q | HELD |
| Curated Wealth Partners LLC | $9.7M | 389,577 | 1.13% | 2q | +6.9%+$623.1K |
| COURIER CAPITAL LLC | $8.0M | 322,755 | 0.40% | new | NEW |
| Foundations Investment Advisors, LLC | $6.7M | 269,417 | 0.07% | new | NEW |
| Jacksonville Wealth Management, LLC | $5.6M | 222,896 | 3.14% | 2q | -12.9%-$825.1K |
| Auour Investments LLC | $4.4M | 178,056 | 1.27% | new | NEW |
| AVAII WEALTH MANAGEMENT, LLC | $3.7M | 147,056 | 1.08% | 2q | -6.2%-$240.7K |
| Pallas Capital Advisors LLC | $3.2M | 126,884 | 0.10% | 2q | +245.6%+$2.2M |
| Ashton Thomas Private Wealth, LLC | $2.6M | 105,332 | 0.05% | new | NEW |
| SilverOak Wealth Management LLC | $2.3M | 91,324 | 0.29% | 2q | +2.2%+$48.4K |
| CORRADO ADVISORS, LLC | $2.1M | 83,443 | 0.96% | 2q | HELD |
| Advisory Services Network, LLC | $2.1M | 83,236 | 0.02% | 2q | +0.5%+$11.2K |
| Pettinga Financial Advisors LLC | $1.9M | 75,594 | 0.30% | 2q | +270.1%+$1.4M |
| Cetera Investment Advisers | $1.4M | 56,144 | 0.00% | new | NEW |
| Hubbell Strickland Wealth Management, LLC | $1.3M | 52,376 | 0.47% | 2q | HELD |
| Cushing Capital Partners, LLC | $1.2M | 49,142 | 0.84% | 2q | +12.4%+$135.1K |
| M Wealth Management, LLC | $953.3K | 38,241 | 0.75% | 2q | +88.0%+$446.3K |
| Ausdal Financial Partners, Inc. | $819.2K | 32,859 | 0.03% | 2q | +1.4%+$11.2K |
| Signal Advisors Wealth, LLC | $795.9K | 31,924 | 0.04% | 2q | -16.5%-$157.8K |
| UMB Bank, n.a. | $698.0K | 28,000 | 0.01% | new | NEW |
| LPL Financial LLC | $644.5K | 25,854 | 0.00% | 2q | +46.2%+$203.6K |
| CITADEL ADVISORS LLC | $495.1K | 19,858 | 0.00% | new | NEW |
| Aptus Capital Advisors, LLC | $411.4K | 16,501 | 0.00% | 2q | +52.9%+$142.4K |
| Elmwood Wealth Management, Inc. | $387.7K | 15,550 | 0.10% | new | NEW |
| Walser Wealth Management Company, A Ltd Liability Co | $362.1K | 14,526 | 0.15% | new | NEW |
| Steward Partners Investment Advisory, LLC | $302.9K | 12,151 | 0.00% | new | NEW |
| Corient Private Wealth LP | $293.4K | 11,768 | 0.00% | 2q | +1.6%+$4.7K |
| Waterloo Capital, L.P. | $238.7K | 9,574 | 0.01% | new | NEW |
| Prime Capital Investment Advisors, LLC | $224.9K | 9,019 | 0.00% | new | NEW |
| MARIPAU WEALTH MANAGEMENT LLC | $208.7K | 8,372 | 0.07% | 2q | -33.3%-$104.0K |
| STIFEL FINANCIAL CORP | $206.5K | 8,284 | 0.00% | 2q | +1.6%+$3.2K |
| Three Bearings Fiduciary Advisors, Inc. | $202.6K | 8,126 | 0.18% | 2q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $202.0K | 8,143 | 0.00% | new | NEW |
| HighTower Advisors, LLC | $201.5K | 8,084 | 0.00% | new | NEW |
| WHITTIER TRUST CO OF NEVADA INC | $125.0K | 5,049 | 0.00% | 2q | HELD |
| WHITTIER TRUST CO | $112.2K | 4,523 | 0.00% | 2q | HELD |
| AE Wealth Management LLC | $77.0K | 3,087 | 0.00% | new | NEW |
| ASHTON THOMAS SECURITIES, LLC | $44.5K | 1,784 | 0.01% | new | NEW |
| Strategic Wealth Partners, Ltd. | $24.8K | 996 | 0.00% | 2q | HELD |
| COMPASS FINANCIAL MANAGEMENT LLC | $4.8K | 191 | 0.00% | new | FIRST |
| Capital Analysts, LLC | $4.0K | 171 | 0.00% | new | NEW |
