| ENVESTNET ASSET MANAGEMENT INC | $49.2M | 2,046,864 | 0.01% | 10q | +1715.5%+$46.5M |
| LPL Financial LLC | $48.3M | 2,009,723 | 0.01% | 2q | +22476.1%+$48.1M |
| Cetera Investment Advisers | $21.2M | 883,878 | 0.02% | 10q | +933.8%+$19.2M |
| Tidemark, LLC | $15.2M | 630,529 | 3.41% | new | NEW |
| ASSETMARK, INC | $13.5M | 561,551 | 0.02% | new | NEW |
| BENJAMIN EDWARDS INC | $13.1M | 546,672 | 0.12% | new | NEW |
| ROYAL BANK OF CANADA | $11.1M | 463,459 | 0.00% | 4q | +50.3%+$3.7M |
| Bank of New York Mellon Corp | $7.0M | 291,220 | 0.00% | new | NEW |
| Orion Porfolio Solutions, LLC | $5.6M | 231,185 | 0.04% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.5M | 230,576 | 0.01% | 10q | +4.4%+$235.3K |
| Gateway Wealth Partners, LLC | $5.1M | 213,678 | 0.31% | new | NEW |
| Janney Montgomery Scott LLC | $5.0M | 208,732 | 0.01% | new | NEW |
| OSAIC HOLDINGS, INC. | $4.8M | 200,747 | 0.01% | 14q | +192.9%+$3.2M |
| Hobart Private Capital, LLC | $4.5M | 186,939 | 0.77% | new | NEW |
| CreativeOne Wealth, LLC | $4.3M | 179,571 | 0.09% | 11q | +3.1%+$130.3K |
| New England Private Wealth Advisors LLC | $3.0M | 123,254 | 0.29% | new | NEW |
| Farther Finance Advisors, LLC | $2.8M | 118,050 | 0.02% | 4q | +55.0%+$1.0M |
| PARK AVENUE SECURITIES LLC | $2.8M | 115,163 | 0.02% | new | NEW |
| Holistic Financial Partners | $2.6M | 107,034 | 1.57% | 10q | -69.8%-$5.9M |
| Midwest Financial Group LLC | $2.5M | 103,963 | 0.88% | new | NEW |
| Sanctuary Advisors, LLC | $2.5M | 102,068 | 0.01% | 8q | +125.5%+$1.4M |
| EVOLUTION WEALTH MANAGEMENT INC. | $2.1M | 88,219 | 1.25% | new | NEW |
| IFP Advisors, Inc | $2.1M | 87,134 | 0.04% | new | NEW |
| Atria Investments, Inc | $1.7M | 70,993 | 0.02% | new | NEW |
| Van Diest Capital, LLC | $1.5M | 60,748 | 1.31% | 3q | +1.3%+$18.7K |
| Signature Equity Partners, LLC | $1.4M | 59,732 | 0.66% | 3q | +8004.7%+$1.4M |
| Envestnet Portfolio Solutions, Inc. | $1.4M | 58,400 | 0.01% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $1.2M | 51,666 | 0.02% | 6q | +11131.7%+$1.2M |
| Advisory Services Network, LLC | $1.1M | 45,140 | 0.01% | new | NEW |
| OneDigital Investment Advisors LLC | $1.1M | 44,360 | 0.01% | 3q | HELD |
| AE Wealth Management LLC | $1.0M | 42,291 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $925.7K | 38,521 | 0.00% | new | NEW |
| Marks Group Wealth Management, Inc | $720.6K | 29,989 | 0.06% | new | NEW |
| World Investment Advisors | $687.4K | 28,521 | 0.01% | new | NEW |
| MML INVESTORS SERVICES, LLC | $679.2K | 28,266 | 0.00% | new | NEW |
| Proactive Wealth Strategies LLC | $671.4K | 27,940 | 0.11% | 2q | +79.7%+$297.8K |
| Arkadios Wealth Advisors | $628.5K | 26,156 | 0.01% | new | NEW |
| OneAscent Financial Services LLC | $512.1K | 21,310 | 0.02% | new | NEW |
| &PARTNERS | $454.3K | 18,904 | 0.00% | new | NEW |
| ARBOR CAPITAL MANAGEMENT INC /ADV | $454.1K | 18,844 | 0.45% | 8q | -13.1%-$68.5K |
| GeoWealth Management, LLC | $428.2K | 17,818 | 0.01% | new | NEW |
| Vestmark Advisory Solutions, Inc. | $407.9K | 16,975 | 0.00% | new | NEW |
| ELEVATION POINT WEALTH PARTNERS, LLC | $407.9K | 16,975 | 0.01% | new | NEW |
| McAdam, LLC | $362.1K | 15,070 | 0.01% | new | NEW |
| SILVER OAK SECURITIES, INCORPORATED | $361.9K | 15,059 | 0.02% | new | NEW |
| TUCKER ASSET MANAGEMENT LLC | $358.2K | 14,908 | 0.09% | new | NEW |
| Brookwood Investment Group LLC | $344.3K | 14,326 | 0.04% | 2q | +12.8%+$39.1K |
| PRINCIPAL SECURITIES, INC. | $309.4K | 12,875 | 0.00% | new | NEW |
| Dynamic Advisor Solutions LLC | $291.8K | 12,142 | 0.01% | 5q | -11.0%-$36.1K |
| Ashton Thomas Private Wealth, LLC | $273.0K | 11,361 | 0.01% | new | NEW |
| Valeo Financial Advisors, LLC | $264.6K | 11,010 | 0.01% | new | NEW |
| Koshinski Asset Management, Inc. | $253.9K | 10,565 | 0.01% | new | NEW |
| TrueWealth Advisors, LLC | $230.2K | 9,581 | 0.05% | new | NEW |
| Kestra Advisory Services, LLC | $226.7K | 9,433 | 0.00% | 3q | +11.6%+$23.5K |
| Cullen/Frost Bankers, Inc. | $214.2K | 8,914 | 0.00% | new | NEW |
| Perigon Wealth Management, LLC | $201.9K | 8,400 | 0.00% | new | NEW |
| Cassaday & Co Wealth Management LLC | $148.0K | 6,160 | 0.00% | 2q | HELD |
| Coppell Advisory Solutions LLC | $39.2K | 12,042 | 0.00% | new | NEW |
| Buck Wealth Strategies, LLC | $28.4K | 1,183 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $24.0K | 999 | 0.00% | 14q | HELD |
| Silver Grove Financial Group, Inc. | $22.8K | 948 | 0.01% | new | NEW |
| Rossby Financial, LCC | $22.4K | 934 | 0.00% | new | NEW |
| Quest 10 Wealth Builders, Inc. | $21.8K | 908 | 0.02% | new | NEW |
| N.E.W. Advisory Services LLC | $21.1K | 877 | 0.00% | 2q | +131.4%+$12.0K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $16.1K | 673 | 0.00% | 2q | HELD |
| IFG Advisory, LLC | $11.1K | 463 | 0.00% | new | NEW |
| US BANCORP \DE\ | $5.0K | 207 | 0.00% | 2q | HELD |
| Lloyd Advisory Services, LLC. | $2.5K | 103 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $1.4K | 60 | 0.00% | new | NEW |
| MORGAN STANLEY | $433 | 18 | 0.00% | 7q | -95.6%-$9.4K |
| Institute for Wealth Management, LLC. | $169 | 7 | 0.00% | new | NEW |
| Continuum Advisory, LLC | $144 | 6 | 0.00% | new | NEW |
