| SageView Advisory Group, LLC | $8.0M | 231,896 | 0.26% | 7q | -4.2%-$354.1K |
| Creative Planning | $8.0M | 231,896 | 0.00% | 2q | -4.2%-$354.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.8M | 80,249 | 0.00% | 11q | -6.5%-$194.1K |
| Cetera Investment Advisers | $2.2M | 63,809 | 0.00% | 10q | HELD |
| RAYMOND JAMES FINANCIAL INC | $2.2M | 63,180 | 0.00% | 7q | -2.9%-$64.8K |
| CORRADO ADVISORS, LLC | $2.0M | 58,534 | 0.93% | 12q | -1.5%-$30.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 50,381 | 0.00% | 12q | -19.0%-$409.8K |
| Fragasso Financial Advisors Inc | $1.2M | 35,622 | 0.07% | 8q | -3.6%-$46.2K |
| OSAIC HOLDINGS, INC. | $1.2M | 33,924 | 0.00% | 9q | +43.4%+$355.1K |
| Sigma Planning Corp | $1.1M | 31,357 | 0.03% | 5q | -1.5%-$16.1K |
| KFG WEALTH MANAGEMENT, LLC | $1.0M | 29,330 | 0.11% | 11q | HELD |
| HighTower Advisors, LLC | $983.9K | 28,437 | 0.00% | 8q | HELD |
| Soltis Investment Advisors LLC | $905.2K | 26,161 | 0.05% | 4q | -1.7%-$15.4K |
| GOLDMAN SACHS GROUP INC | $871.7K | 25,194 | 0.00% | 3q | -7.3%-$68.5K |
| SECURED RETIREMENT ADVISORS, LLC | $859.6K | 24,844 | 0.44% | 7q | HELD |
| Diligent Investors, LLC | $807.7K | 23,345 | 0.18% | 12q | HELD |
| Kestra Advisory Services, LLC | $777.7K | 22,477 | 0.00% | 8q | -30.2%-$336.9K |
| Americana Partners, LLC | $709.5K | 20,507 | 0.02% | 6q | -36.5%-$407.3K |
| PFS Partners, LLC | $608.1K | 17,574 | 0.25% | 8q | -1.6%-$9.6K |
| AdvisorNet Financial, Inc | $561.9K | 16,239 | 0.03% | 11q | HELD |
| Focus Partners Wealth | $537.3K | 15,528 | 0.00% | 3q | HELD |
| Cambridge Investment Research Advisors, Inc. | $512.0K | 14,804 | 0.00% | 11q | +100.0%+$256.0K |
| Berger Financial Group, Inc | $438.1K | 12,663 | 0.02% | 8q | -24.0%-$138.0K |
| WPWealth LLP | $430.7K | 12,448 | 0.06% | 4q | HELD |
| TRUIST FINANCIAL CORP | $399.7K | 11,552 | 0.00% | 6q | HELD |
| Cerity Partners LLC | $393.3K | 11,367 | 0.00% | 5q | HELD |
| CYPRESS FINANCIAL PLANNING LLC | $355.7K | 10,280 | 0.09% | 12q | -4.8%-$17.7K |
| Snowden Capital Advisors LLC | $353.0K | 10,203 | 0.01% | 12q | HELD |
| Ferguson Shapiro LLC | $344.3K | 9,951 | 0.10% | 12q | -10.9%-$41.9K |
| Straight Path Wealth Management | $331.5K | 9,580 | 0.08% | 11q | HELD |
| Liberty Atlantic Advisors LLC | $330.0K | 9,538 | 0.24% | 3q | -1.1%-$3.7K |
| Frisch Financial Group, Inc. | $327.0K | 9,451 | 0.06% | 4q | -19.9%-$81.4K |
| MAI Capital Management | $296.6K | 8,572 | 0.00% | 7q | HELD |
| Cresset Asset Management, LLC | $275.8K | 7,970 | 0.00% | 4q | HELD |
| Advus Financial Partners, LLC | $271.7K | 7,854 | 0.08% | new | NEW |
| Beacon Financial Advisory LLC | $269.5K | 7,790 | 0.05% | 4q | -3.6%-$10.0K |
| SCS Capital Management LLC | $264.8K | 7,654 | 0.00% | 6q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $262.1K | 7,576 | 0.00% | 8q | HELD |
| Worth Financial Advisory Group, LLC | $248.8K | 7,190 | 0.10% | new | NEW |
| LPL Financial LLC | $243.3K | 7,031 | 0.00% | new | NEW |
| FIDUCIARY FINANCIAL GROUP, LLC | $241.0K | 6,964 | 0.03% | 4q | HELD |
| Beacon Pointe Advisors, LLC | $239.6K | 6,924 | 0.00% | 2q | HELD |
| GILL CAPITAL PARTNERS, LLC | $238.5K | 6,894 | 0.06% | 4q | HELD |
| Dana Investment Advisors, Inc. | $236.2K | 6,827 | 0.01% | 3q | HELD |
| Pinnacle Wealth Management Group, Inc. | $204.1K | 5,900 | 0.10% | new | NEW |
| Rothschild Wealth LLC | $200.7K | 5,801 | 0.02% | new | NEW |
| Steward Partners Investment Advisory, LLC | $199.9K | 5,777 | 0.00% | 12q | HELD |
| DHJJ Financial Advisors, Ltd. | $158.5K | 4,580 | 0.05% | 8q | HELD |
| HARBOUR INVESTMENTS, INC. | $141.5K | 4,091 | 0.00% | 8q | HELD |
| Arax Advisory Partners | $138.4K | 4,000 | 0.00% | new | NEW |
| CoreCap Advisors, LLC | $115.2K | 3,330 | 0.00% | 4q | HELD |
| JPMORGAN CHASE & CO | $113.0K | 3,274 | 0.00% | 4q | +191.8%+$74.3K |
| SIGNATUREFD, LLC | $80.8K | 2,336 | 0.00% | 4q | HELD |
| Continuum Advisory, LLC | $77.9K | 2,251 | 0.01% | new | NEW |
| IFP Advisors, Inc | $40.1K | 1,158 | 0.00% | 8q | HELD |
| Capital Analysts, LLC | $31.0K | 900 | 0.00% | 12q | HELD |
| Noble Wealth Management PBC | $17.3K | 500 | 0.01% | 5q | HELD |
| EverSource Wealth Advisors, LLC | $16.2K | 467 | 0.00% | 4q | HELD |
| LANARK FINANCIAL, INC. | $13.9K | 401 | 0.00% | 11q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $13.8K | 400 | 0.00% | 2q | HELD |
| James T. Borello RIA | $12.4K | 358 | 0.00% | 4q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $8.4K | 242 | 0.00% | new | NEW |
| AE Wealth Management LLC | $6.3K | 181 | 0.00% | 5q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $6.2K | 180 | 0.00% | 2q | HELD |
| Financial Network Wealth Advisors LLC | $5.5K | 158 | 0.01% | 4q | HELD |
| Beacon Financial Strategies CORP | $3.7K | 106 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $1.2K | 36 | 0.00% | 5q | HELD |
