| LPL Financial LLC | $19.8M | 527,571 | 0.00% | 3q | -1.1%-$223.9K |
| Yarbrough Capital, LLC | $18.7M | 498,495 | 0.56% | 3q | HELD |
| JANE STREET GROUP, LLC | $7.2M | 191,298 | 0.00% | 3q | +13.2%+$838.2K |
| Cetera Investment Advisers | $5.1M | 134,755 | 0.00% | 3q | +8.7%+$406.6K |
| Mariner, LLC | $4.4M | 116,479 | 0.00% | 3q | -5.3%-$245.7K |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | $4.0M | 105,432 | 0.41% | 3q | HELD |
| BRANDYWINE OAK PRIVATE WEALTH LLC | $3.9M | 104,972 | 0.30% | 3q | +3.1%+$120.3K |
| Kesler, Norman & Wride, LLC | $3.3M | 87,252 | 0.52% | new | NEW |
| Werba Rubin Papier Wealth Management | $2.9M | 77,246 | 0.35% | 2q | -11.8%-$387.2K |
| INDEPENDENT FINANCIAL GROUP, LLC | $2.7M | 71,886 | 0.05% | 3q | +89.4%+$1.3M |
| WCG Wealth Advisors LLC | $2.4M | 63,630 | 0.06% | 3q | -6.2%-$158.6K |
| Western Wealth Management, LLC | $2.4M | 63,604 | 0.08% | 3q | -4.7%-$116.9K |
| NewEdge Advisors, LLC | $1.6M | 41,976 | 0.00% | new | NEW |
| NORTHERN TRUST CORP | $1.5M | 38,786 | 0.00% | 3q | HELD |
| Savvy Advisors, Inc. | $1.4M | 38,486 | 0.03% | 2q | HELD |
| Strategic Family Wealth Counselors, L.L.C. | $1.3M | 34,052 | 0.30% | 3q | -2.0%-$26.8K |
| FIDUCIARY FINANCIAL ADVISORS | $1.2M | 32,475 | 0.12% | new | NEW |
| Claro Advisors Inc. | $1.1M | 30,513 | 0.12% | 3q | -4.2%-$50.4K |
| Exit Wealth Advisors, LLC. | $1.1M | 29,387 | 0.50% | 3q | -11.5%-$142.9K |
| Cambridge Advisors Inc. | $1.0M | 27,815 | 0.18% | 3q | +2.4%+$24.7K |
| Atria Investments, Inc | $957.0K | 25,465 | 0.01% | 3q | +8.3%+$73.2K |
| Souders Financial Advisors | $923.6K | 24,576 | 0.09% | 2q | +29.1%+$208.0K |
| Corient Private Wealth LP | $872.9K | 23,246 | 0.00% | 3q | +76.0%+$376.9K |
| Private Advisor Group, LLC | $767.7K | 20,428 | 0.00% | 3q | -3.9%-$30.8K |
| Founders Capital Management | $766.9K | 20,406 | 0.33% | 3q | +4.1%+$30.1K |
| Integrated Wealth Concepts LLC | $751.3K | 19,991 | 0.00% | 3q | +38.5%+$208.8K |
| Soltis Investment Advisors LLC | $745.7K | 19,844 | 0.04% | 3q | -9.4%-$77.0K |
| WealthPlan Investment Management, LLC | $672.0K | 17,883 | 0.03% | 2q | +24.0%+$130.3K |
| Pallas Capital Advisors LLC | $665.7K | 17,714 | 0.02% | 3q | HELD |
| HighTower Advisors, LLC | $618.2K | 16,450 | 0.00% | 3q | +3.4%+$20.1K |
| Elser Financial Planning, Inc | $596.1K | 15,861 | 0.03% | 3q | HELD |
| Perigon Wealth Management, LLC | $583.2K | 15,518 | 0.01% | 3q | +11.2%+$58.6K |
| Beacon Pointe Advisors, LLC | $582.1K | 15,490 | 0.00% | 3q | -3.0%-$17.9K |
| Global Retirement Partners, LLC | $574.8K | 15,296 | 0.01% | 2q | +2.0%+$11.3K |
| Revolve Wealth Partners, LLC | $518.3K | 13,792 | 0.05% | 3q | HELD |
| Kestra Advisory Services, LLC | $514.5K | 13,692 | 0.00% | 3q | +27.3%+$110.3K |
| Private Wealth Asset Management, LLC | $513.6K | 13,600 | 0.05% | 3q | -13.1%-$77.7K |
| One Charles Private Wealth Services, LLC | $488.7K | 13,005 | 0.11% | 3q | HELD |
| Indivisible Partners | $486.8K | 12,955 | 0.03% | new | NEW |
| Cresset Asset Management, LLC | $476.9K | 12,690 | 0.00% | 3q | -1.5%-$7.4K |
| Visionary Wealth Advisors | $470.9K | 12,531 | 0.02% | 3q | +2.9%+$13.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $449.0K | 11,947 | 0.00% | 3q | +9.2%+$37.8K |
| ROTHSCHILD INVESTMENT LLC | $448.1K | 11,925 | 0.02% | 3q | HELD |
| Belpointe Asset Management LLC | $441.5K | 11,747 | 0.01% | 3q | -1.3%-$5.6K |
| Pasadena Private Wealth, LLC | $437.6K | 11,645 | 0.06% | 2q | -41.2%-$307.1K |
| Modern Wealth Management, LLC | $415.6K | 11,058 | 0.00% | 3q | +48.3%+$135.4K |
| MONETA GROUP INVESTMENT ADVISORS LLC | $367.5K | 9,779 | 0.00% | new | NEW |
| Archer Investment Management, LLC | $358.0K | 9,526 | 0.12% | 2q | -17.5%-$75.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $344.9K | 8,402 | 0.00% | 3q | +4.5%+$14.7K |
| Well Done, LLC | $340.8K | 9,068 | 0.05% | 2q | HELD |
| Wealth Alliance Advisory Group, LLC | $334.1K | 8,891 | 0.05% | 3q | HELD |
| Balance Wealth Partners LLC | $326.1K | 8,677 | 0.09% | new | NEW |
| Kraft, Davis & Associates, LLC | $300.3K | 7,540 | 0.06% | 3q | -0.6%-$1.8K |
| Financial Engines Advisors L.L.C. | $278.6K | 7,414 | 0.00% | 2q | HELD |
| Waverly Advisors, LLC | $277.0K | 7,371 | 0.00% | 3q | +10.5%+$26.3K |
| GREAT VALLEY ADVISOR GROUP, INC. | $276.5K | 7,350 | 0.00% | 3q | +2.7%+$7.3K |
| Independent Advisor Alliance | $255.3K | 6,794 | 0.01% | 3q | +10.0%+$23.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $254.5K | 6,772 | 0.00% | new | NEW |
| Avidian Wealth Enterprises, LLC | $250.8K | 6,673 | 0.01% | 3q | -9.3%-$25.8K |
| Parallel Advisors, LLC | $246.5K | 6,559 | 0.00% | 3q | -4.4%-$11.3K |
| INSIGNEO ADVISORY SERVICES, LLC | $238.4K | 6,345 | 0.01% | 3q | -6.1%-$15.5K |
| ADE, LLC | $237.7K | 6,325 | 0.10% | 3q | HELD |
| Tortuga Wealth Management, Inc | $236.8K | 6,300 | 0.18% | new | NEW |
| Crumly & Associates Inc. | $233.5K | 6,214 | 0.04% | 3q | HELD |
| Creative Planning | $227.1K | 6,043 | 0.00% | 3q | -4.7%-$11.3K |
| Rose Capital Advisors LLC | $218.8K | 5,821 | 0.11% | new | FIRST |
| Steward Partners Investment Advisory, LLC | $214.2K | 5,699 | 0.00% | 3q | -5.4%-$12.1K |
| Box Hill Private Wealth LLC | $209.4K | 5,572 | 0.17% | 2q | HELD |
| Turim 21 Investimentos Ltda. | $190.2K | 5,062 | 0.03% | 3q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $125.7K | 3,345 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $123.9K | 3,296 | 0.00% | 2q | -27.5%-$47.1K |
| BROWN BROTHERS HARRIMAN & CO | $113.9K | 3,030 | 0.00% | 3q | HELD |
| OSAIC HOLDINGS, INC. | $110.4K | 2,938 | 0.00% | 3q | -26.7%-$40.2K |
| IFG Advisory, LLC | $97.9K | 2,606 | 0.00% | 2q | +506.0%+$81.8K |
| PNC Financial Services Group, Inc. | $97.4K | 2,593 | 0.00% | 3q | HELD |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $75.2K | 2,000 | 0.00% | 3q | HELD |
| North Star Investment Management Corp. | $73.3K | 1,950 | 0.00% | 3q | HELD |
| Keating Financial Advisory Services, Inc. | $72.5K | 1,930 | 0.01% | 3q | HELD |
| Clearstead Advisors, LLC | $61.3K | 1,632 | 0.00% | new | NEW |
| WHITTIER TRUST CO | $60.5K | 1,474 | 0.00% | 3q | HELD |
| FIRST COMMUNITY TRUST NA | $56.4K | 1,500 | 0.03% | 3q | HELD |
| Allworth Financial LP | $44.5K | 1,183 | 0.00% | 3q | HELD |
| MORGAN STANLEY | $39.5K | 1,052 | 0.00% | 3q | -69.1%-$88.3K |
| JPMORGAN CHASE & CO | $34.0K | 881 | 0.00% | 2q | -8.7%-$3.2K |
| Golden State Wealth Management, LLC | $32.7K | 870 | 0.00% | 3q | HELD |
| HARBOUR INVESTMENTS, INC. | $29.8K | 792 | 0.00% | 2q | HELD |
| Arax Advisory Partners | $28.7K | 765 | 0.00% | 3q | +6.4%+$1.7K |
| Wilmington Savings Fund Society, FSB | $26.3K | 701 | 0.00% | 3q | HELD |
| Quaker Wealth Management, LLC | $21.2K | 565 | 0.01% | new | NEW |
| MATHER GROUP, LLC. | $16.2K | 430 | 0.00% | 2q | HELD |
| Rockefeller Capital Management L.P. | $14.1K | 375 | 0.00% | new | NEW |
| Larson Financial Group LLC | $11.2K | 298 | 0.00% | 3q | HELD |
| JNBA Financial Advisors | $9.6K | 255 | 0.00% | 3q | HELD |
| Strengthening Families & Communities, LLC | $9.0K | 240 | 0.00% | 3q | HELD |
| HOLLENCREST CAPITAL MANAGEMENT | $8.5K | 225 | 0.00% | 3q | HELD |
| Wilkerson Advisory Group LLC | $8.4K | 223 | 0.00% | 3q | HELD |
| VALLEY NATIONAL ADVISERS INC | $8.3K | 222 | 0.00% | 3q | +241.5%+$5.9K |
| TD Waterhouse Canada Inc. | $7.7K | 200 | 0.00% | 3q | HELD |
| Archer Investment Corp | $7.5K | 200 | 0.00% | 5q | +100.0%+$3.8K |
| SJS Investment Consulting Inc. | $6.9K | 184 | 0.00% | 3q | HELD |