| ENVESTNET ASSET MANAGEMENT INC | $17.5M | 368,468 | 0.00% | 23q | +23.4%+$3.3M |
| Spectrum Asset Management, Inc. (NB/CA) | $12.1M | 254,816 | 3.35% | 8q | HELD |
| REAP Financial Group, LLC | $10.6M | 222,958 | 1.81% | 11q | -2.2%-$238.5K |
| Cetera Investment Advisers | $6.4M | 134,433 | 0.01% | 10q | +6.0%+$360.8K |
| Kestra Advisory Services, LLC | $6.0M | 126,233 | 0.02% | 16q | -28.7%-$2.4M |
| MML INVESTORS SERVICES, LLC | $5.5M | 116,561 | 0.01% | 16q | +28.1%+$1.2M |
| WINNACLE WEALTH LLC | $5.2M | 109,924 | 3.55% | 4q | -3.3%-$176.4K |
| Wood Tarver Financial Group, LLC | $4.2M | 88,810 | 0.99% | 7q | -7.3%-$329.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.2M | 87,804 | 0.01% | 20q | -0.7%-$31.3K |
| FOUNDERS FINANCIAL SECURITIES LLC | $3.9M | 82,148 | 0.20% | 8q | +12.6%+$435.4K |
| OSAIC HOLDINGS, INC. | $3.9M | 81,306 | 0.00% | 24q | +3.1%+$115.8K |
| LPL Financial LLC | $3.7M | 77,466 | 0.00% | 12q | +14.7%+$470.6K |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | $3.5M | 74,812 | 0.88% | 11q | HELD |
| RAYMOND JAMES FINANCIAL INC | $3.5M | 73,913 | 0.00% | 7q | -15.0%-$620.9K |
| Advyzon Investment Management, LLC | $3.4M | 71,876 | 0.25% | 7q | -11.1%-$424.0K |
| Maia Wealth LLC | $3.0M | 62,732 | 0.44% | 3q | -2.7%-$82.8K |
| TRUIST FINANCIAL CORP | $2.8M | 59,115 | 0.00% | 16q | -0.8%-$23.4K |
| LifeWealth Investments, LLC | $2.6M | 55,849 | 0.71% | 7q | -1.1%-$28.3K |
| HARBOUR INVESTMENTS, INC. | $2.6M | 54,102 | 0.03% | 21q | -2.1%-$53.8K |
| Hardworking Capital Advisors, LLC | $2.0M | 42,426 | 1.64% | 3q | -6.9%-$148.0K |
| Ignite Planners, LLC | $1.8M | 38,301 | 0.25% | 15q | HELD |
| Jaffetilchin Investment Partners, LLC | $1.8M | 38,005 | 0.10% | 8q | -29.3%-$747.9K |
| Cambridge Investment Research Advisors, Inc. | $1.6M | 33,106 | 0.00% | 23q | -12.4%-$222.1K |
| JPMORGAN CHASE & CO | $1.4M | 30,073 | 0.00% | 2q | +136.2%+$820.2K |
| Prospera Financial Services Inc | $1.3M | 27,189 | 0.02% | 16q | -0.8%-$10.0K |
| Kovack Advisors, Inc. | $1.2M | 25,672 | 0.06% | 4q | +1.1%+$13.2K |
| Signal Advisors Wealth, LLC | $1.2M | 25,440 | 0.06% | 10q | -3.8%-$48.2K |
| CARY STREET PARTNERS FINANCIAL LLC | $1.2M | 25,354 | 0.03% | 7q | -12.9%-$178.2K |
| TOUNJIAN ADVISORY PARTNERS, LLC | $1.2M | 24,897 | 0.51% | new | NEW |
| Mutual Advisors, LLC | $1.1M | 23,985 | 0.02% | 20q | -2.0%-$23.0K |
| Rockefeller Capital Management L.P. | $1.1M | 23,192 | 0.00% | 16q | -14.5%-$186.7K |
| J.W. COLE ADVISORS, INC. | $1.1M | 23,060 | 0.02% | new | NEW |
| Ameritas Advisory Services, LLC | $897.4K | 18,917 | 0.02% | 10q | +179.5%+$576.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $894.3K | 18,852 | 0.00% | 6q | +149.8%+$536.4K |
| Integrity Financial Corp /WA | $875.8K | 18,461 | 0.42% | 19q | -1.2%-$10.8K |
| Nova Wealth Management, Inc. | $818.1K | 17,244 | 0.45% | 7q | -0.7%-$5.6K |
| McKinley Carter Wealth Services, Inc. | $803.3K | 16,934 | 0.04% | 23q | HELD |
| OLD MISSION CAPITAL LLC | $760.1K | 16,022 | 0.01% | 3q | -33.6%-$384.8K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $733.2K | 15,455 | 0.04% | 13q | HELD |
| Onyx Bridge Wealth Group LLC | $712.2K | 15,012 | 0.06% | 13q | HELD |
| PRECEDENT WEALTH PARTNERS, LLC | $702.8K | 14,814 | 0.12% | 4q | HELD |
| Bluespring Wealth Management, LLC | $697.4K | 14,700 | 0.01% | new | NEW |
| First Heartland Consultants, Inc. | $636.5K | 13,417 | 0.04% | 7q | HELD |
| RFG Advisory, LLC | $608.8K | 12,834 | 0.01% | 5q | +8.8%+$49.4K |
| MGO ONE SEVEN LLC | $597.6K | 12,596 | 0.01% | 3q | HELD |
| &PARTNERS | $586.2K | 12,356 | 0.00% | 3q | -17.8%-$127.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $563.2K | 11,789 | 0.00% | 7q | HELD |
| Inspire Advisors, LLC | $534.4K | 11,265 | 0.04% | 4q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $533.1K | 11,238 | 0.01% | 7q | HELD |
| Sloy Dahl & Holst, LLC | $528.5K | 11,140 | 0.07% | 16q | HELD |
| Accel Wealth Management | $527.4K | 11,118 | 0.12% | 4q | -5.9%-$32.8K |
| LEGACY SOLUTIONS, LLC | $526.1K | 11,089 | 0.43% | 7q | HELD |
| Wealth Group Ltd | $519.7K | 10,954 | 0.10% | 11q | -6.8%-$38.0K |
| Foguth Wealth Management, LLC. | $475.0K | 9,991 | 0.05% | 7q | HELD |
| Stratos Wealth Partners, LTD. | $473.5K | 9,980 | 0.00% | 14q | HELD |
| Aptus Capital Advisors, LLC | $469.7K | 9,900 | 0.00% | 10q | HELD |
| Financial Guidance Group, Inc. | $469.7K | 9,900 | 0.18% | 16q | HELD |
| Advance Capital Management, Inc. | $467.0K | 9,845 | 0.02% | 4q | -8.6%-$44.0K |
| Prosperity Consulting Group, LLC | $455.5K | 9,602 | 0.02% | 16q | -4.7%-$22.5K |
| HighTower Advisors, LLC | $444.8K | 9,377 | 0.00% | 16q | HELD |
| Sanctuary Advisors, LLC | $438.8K | 9,250 | 0.00% | 3q | HELD |
| Apollon Wealth Management, LLC | $434.1K | 9,151 | 0.01% | 16q | -6.0%-$27.7K |
| CASCADE INVESTMENT GROUP, INC. | $426.4K | 8,988 | 0.24% | 3q | -1.7%-$7.3K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $425.6K | 8,971 | 0.01% | 7q | HELD |
| Schwallier Wealth Management LLC | $397.4K | 8,377 | 0.25% | 3q | -0.6%-$2.6K |
| IFP Advisors, Inc | $387.8K | 8,174 | 0.01% | 19q | HELD |
| Legacy Capital Wealth Partners, LLC | $349.5K | 7,366 | 0.07% | 4q | HELD |
| Ritter Daniher Financial Advisory LLC / DE | $348.7K | 7,350 | 0.05% | 4q | -1.0%-$3.6K |
| Clear Creek Financial Management, LLC | $331.4K | 6,986 | 0.02% | 7q | -20.7%-$86.6K |
| Prime Capital Investment Advisors, LLC | $318.5K | 6,713 | 0.00% | 2q | -33.2%-$158.3K |
| HRT FINANCIAL LP | $316.0K | 6,665 | 0.00% | new | NEW |
| EVOLUTION WEALTH MANAGEMENT INC. | $300.8K | 6,340 | 0.18% | 5q | -4.5%-$14.2K |
| Farther Finance Advisors, LLC | $295.7K | 6,234 | 0.00% | 6q | +69.3%+$121.0K |
| Waverly Advisors, LLC | $294.7K | 6,212 | 0.00% | 3q | HELD |
| ARBOR CAPITAL MANAGEMENT INC /ADV | $293.4K | 6,191 | 0.29% | 19q | -27.5%-$111.1K |
| DWM Financial Group, Inc. | $281.5K | 6,268 | 0.25% | new | NEW |
| TCFG Investment Advisors, LLC | $278.9K | 5,878 | 0.09% | 2q | -1.8%-$5.2K |
| Buck Wealth Strategies, LLC | $274.3K | 5,783 | 0.03% | 5q | HELD |
| HERITAGE OAK WEALTH ADVISORS LLC | $268.8K | 5,666 | 0.08% | 6q | HELD |
| Per Stirling Capital Management, LLC. | $262.6K | 5,536 | 0.02% | 8q | HELD |
| CENTAURUS FINANCIAL, INC. | $258.0K | 5,430 | 0.01% | 7q | HELD |
| FSB PREMIER WEALTH MANAGEMENT, INC. | $253.2K | 5,337 | 0.07% | 3q | HELD |
| AE Wealth Management LLC | $243.8K | 5,139 | 0.00% | 16q | HELD |
| Sequent Planning LLC | $233.6K | 4,925 | 0.05% | 3q | -14.4%-$39.3K |
| MERCER GLOBAL ADVISORS INC /ADV | $232.6K | 4,903 | 0.00% | 2q | HELD |
| Janney Montgomery Scott LLC | $227.0K | 4,788 | 0.00% | 4q | -86.9%-$1.5M |
| Mission Financial Group, LLC | $226.7K | 4,778 | 0.19% | 3q | HELD |
| Ferguson Shapiro LLC | $213.8K | 4,506 | 0.06% | new | NEW |
| Meridian Wealth Management, LLC | $208.5K | 4,395 | 0.01% | 9q | -16.4%-$40.8K |
| Grantvest Financial Group LLC | $207.4K | 4,372 | 0.12% | new | NEW |
| Gerber Kawasaki Wealth & Investment Management | $204.0K | 4,300 | 0.01% | new | NEW |
| BFC Planning, Inc. | $202.3K | 4,265 | 0.01% | 7q | HELD |
| BARCLAYS PLC | $200.5K | 4,227 | 0.00% | 3q | +60.4%+$75.5K |
| FIDUCIARY FINANCIAL ADVISORS | $198.9K | 4,194 | 0.02% | new | NEW |
| SOA Wealth Advisors, LLC. | $119.1K | 2,510 | 0.02% | 7q | HELD |
| Steward Partners Investment Advisory, LLC | $113.0K | 2,381 | 0.00% | 8q | -11.2%-$14.2K |
| Benson Wealth Management INC | $93.1K | 1,962 | 0.09% | 3q | HELD |
| Tanglewood Legacy Advisors, LLC | $90.1K | 1,899 | 0.03% | 15q | HELD |
| Oakmont Advisory Group, LLC | $86.9K | 1,832 | 0.07% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $80.2K | 1,690 | 0.02% | 23q | HELD |
