| GOLDMAN SACHS GROUP INC | $62.2M | 898,881 | 0.01% | 11q | -3.0%-$1.9M |
| ENVESTNET ASSET MANAGEMENT INC | $59.2M | 855,549 | 0.01% | 2q | +710.7%+$51.9M |
| ORRSTOWN FINANCIAL SERVICES INC | $30.5M | 439,965 | 4.52% | 8q | HELD |
| Northwest Financial Advisors | $27.2M | 392,205 | 3.61% | new | NEW |
| NewEdge Advisors, LLC | $17.6M | 253,524 | 0.05% | 7q | -0.6%-$108.8K |
| ELEVATION POINT WEALTH PARTNERS, LLC | $14.6M | 210,982 | 0.27% | new | NEW |
| Vestmark Advisory Solutions, Inc. | $14.6M | 210,726 | 0.14% | new | NEW |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $9.7M | 140,055 | 0.05% | 3q | +34.9%+$2.5M |
| Sanctuary Advisors, LLC | $8.1M | 117,425 | 0.04% | 7q | +1.2%+$96.4K |
| LPL Financial LLC | $7.8M | 112,587 | 0.00% | 7q | +2.7%+$204.4K |
| PRINCIPAL SECURITIES, INC. | $7.7M | 110,713 | 0.09% | new | NEW |
| Envestnet Portfolio Solutions, Inc. | $5.7M | 82,823 | 0.03% | new | NEW |
| Cetera Investment Advisers | $3.6M | 52,010 | 0.00% | new | NEW |
| COMPASS CAPITAL CORP /MA/ /ADV | $3.6M | 52,804 | 1.17% | 7q | HELD |
| OSAIC HOLDINGS, INC. | $3.0M | 43,392 | 0.00% | 3q | +10.2%+$277.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.2M | 32,483 | 0.00% | 8q | +7.8%+$157.2K |
| GGM Financial LLC | $2.2M | 31,259 | 0.82% | 7q | +11.5%+$223.7K |
| Vise Technologies, Inc. | $1.8M | 25,797 | 0.02% | 3q | +103.5%+$908.2K |
| Coastal Bridge Advisors, LLC | $1.8M | 25,573 | 0.11% | 5q | -1.2%-$20.7K |
| MGO ONE SEVEN LLC | $1.3M | 18,977 | 0.02% | 3q | -1.2%-$15.4K |
| PKS Advisory Services, LLC | $1.2M | 17,054 | 0.19% | new | NEW |
| BROWN ADVISORY INC | $1.1M | 16,075 | 0.00% | 8q | HELD |
| Legacy Edge Advisors, LLC | $1.1M | 18,003 | 0.06% | 6q | +104.0%+$546.6K |
| CITADEL ADVISORS LLC | $762.6K | 11,016 | 0.00% | new | NEW |
| Visionary Wealth Advisors | $727.8K | 10,513 | 0.03% | 8q | -7.9%-$62.4K |
| AXXCESS WEALTH MANAGEMENT, LLC | $692.3K | 10,000 | 0.01% | 7q | -4.3%-$31.2K |
| B. Riley Wealth Advisors, Inc. | $685.2K | 10,002 | 0.04% | new | NEW |
| PARSONS CAPITAL MANAGEMENT INC/RI | $646.0K | 9,331 | 0.03% | 2q | +49.7%+$214.5K |
| American Capital Advisory, LLC | $637.3K | 9,206 | 0.23% | 6q | -0.7%-$4.3K |
| Sowell Financial Services LLC | $633.7K | 9,154 | 0.02% | 5q | +14.0%+$77.8K |
| Portfolio Resources Advisor Group, Inc. | $603.6K | 8,719 | 0.51% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $546.1K | 7,889 | 0.00% | 3q | +3.5%+$18.5K |
| Miller Global Investments, LLC | $532.2K | 7,687 | 0.44% | 3q | -2.0%-$11.1K |
| DAYMARK WEALTH PARTNERS, LLC | $484.6K | 7,000 | 0.01% | 5q | HELD |
| IHT Wealth Management, LLC | $465.9K | 6,730 | 0.01% | new | NEW |
| Farther Finance Advisors, LLC | $422.5K | 6,103 | 0.00% | 4q | HELD |
| DAVENPORT & Co LLC | $360.6K | 5,209 | 0.00% | 4q | +1.6%+$5.7K |
| Gladstone Institutional Advisory LLC | $329.5K | 4,760 | 0.01% | 8q | HELD |
| Worth Financial Advisory Group, LLC | $288.3K | 4,165 | 0.12% | new | NEW |
| Northwest Wealth Advisors, LLC | $266.7K | 3,852 | 0.15% | 3q | -2.5%-$6.9K |
| JANE STREET GROUP, LLC | $257.9K | 3,725 | 0.00% | new | NEW |
| Capital Advisors Wealth Management, LLC | $244.2K | 3,528 | 0.03% | new | NEW |
| MORGAN STANLEY | $94.6K | 1,366 | 0.00% | 6q | -38.7%-$59.8K |
| BlackRock, Inc. | $23.3K | 336 | 0.00% | 7q | +15.5%+$3.1K |
| Harborfront Financial Group LLC | $11.9K | 173 | 0.05% | new | NEW |
| WELLS FARGO & COMPANY/MN | $6.9K | 100 | 0.00% | new | NEW |
| Russell Investments Group, Ltd. | $1.8K | 26 | 0.00% | new | NEW |
| Spectrum Wealth Advisory Group, LLC | $1.2K | 18 | 0.00% | new | NEW |
| Spire Wealth Management | $1.2K | 18 | 0.00% | new | NEW |
| Crews Bank & Trust | $623 | 9 | 0.00% | new | NEW |
| PARK AVENUE SECURITIES LLC | $252 | 3,643 | 0.00% | new | NEW |