| BANK OF AMERICA CORP /DE/ | $56.3M | 470,458 | 0.00% | 31q | +1017.1%+$51.3M |
| MML INVESTORS SERVICES, LLC | $47.5M | 396,601 | 0.10% | 6q | +1141.8%+$43.7M |
| Aprio Wealth Management, LLC | $26.1M | 218,032 | 1.29% | 9q | +3.6%+$911.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $16.5M | 137,942 | 0.01% | 2q | +189.9%+$10.8M |
| Equitable Holdings, Inc. | $13.5M | 112,530 | 0.08% | new | NEW |
| MinichMacGregor Wealth Management, LLC | $13.1M | 109,398 | 1.99% | new | NEW |
| Prospera Financial Services Inc | $12.5M | 104,530 | 0.18% | new | NEW |
| Advisory Services Network, LLC | $12.4M | 103,636 | 0.14% | 2q | +46166.1%+$12.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $12.2M | 72,847 | 0.00% | 3q | +109.5%+$6.4M |
| LPL Financial LLC | $12.0M | 100,526 | 0.00% | 31q | +19.1%+$1.9M |
| ROYAL BANK OF CANADA | $10.9M | 91,208 | 0.00% | 31q | +1750.1%+$10.3M |
| OSAIC HOLDINGS, INC. | $10.3M | 85,633 | 0.01% | 26q | +4255.7%+$10.0M |
| Well Done, LLC | $8.8M | 73,077 | 1.18% | new | NEW |
| GOLDMAN SACHS GROUP INC | $7.6M | 63,604 | 0.00% | 31q | +122.9%+$4.2M |
| RAYMOND JAMES FINANCIAL INC | $6.2M | 52,140 | 0.00% | 7q | +35.0%+$1.6M |
| Cadent Capital Advisors, LLC | $5.8M | 48,313 | 1.19% | new | NEW |
| Tudor Financial Inc. | $5.3M | 40,728 | 1.18% | new | NEW |
| UBS Group AG | $5.3M | 43,847 | 0.00% | 31q | +171.6%+$3.3M |
| STIFEL FINANCIAL CORP | $4.8M | 40,271 | 0.00% | new | NEW |
| Cetera Investment Advisers | $4.7M | 38,945 | 0.00% | 7q | +3.9%+$175.9K |
| ENVESTNET ASSET MANAGEMENT INC | $4.4M | 36,904 | 0.00% | 6q | -9.6%-$466.8K |
| JANE STREET GROUP, LLC | $3.8M | 31,990 | 0.00% | new | NEW |
| VestGen Advisors, LLC | $3.5M | 29,564 | 0.10% | 2q | +6.7%+$220.9K |
| CITADEL ADVISORS LLC | $3.3M | 27,204 | 0.00% | 12q | +17.3%+$479.6K |
| Wallace Hart LLC | $3.2M | 27,107 | 2.03% | new | NEW |
| Waverly Advisors, LLC | $2.7M | 22,649 | 0.02% | 2q | +306.4%+$2.0M |
| Arax Advisory Partners | $2.3M | 19,581 | 0.02% | new | NEW |
| MORGAN STANLEY | $2.3M | 19,022 | 0.00% | 35q | +24.8%+$452.1K |
| Apollon Wealth Management, LLC | $2.1M | 17,592 | 0.03% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $2.0M | 16,439 | 0.00% | 8q | +34.0%+$499.2K |
| Wagner Wealth Management, Corp | $1.9M | 16,277 | 1.57% | new | NEW |
| Steward Partners Investment Advisory, LLC | $1.9M | 15,734 | 0.01% | 5q | +85.1%+$866.1K |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | $1.5M | 12,864 | 0.48% | new | NEW |
| Krilogy Financial LLC | $1.4M | 11,805 | 0.04% | 6q | +4.7%+$63.5K |
| Atria Investments, Inc | $1.3M | 11,234 | 0.01% | new | NEW |
| Tower Research Capital LLC (TRC) | $1.3M | 10,559 | 0.03% | new | NEW |
| HARMONY ASSET MANAGEMENT LLC | $1.2M | 9,629 | 0.31% | new | NEW |
| High Point Wealth Management, LLC | $1.1M | 8,910 | 0.87% | 2q | +181.5%+$687.9K |
| MUIRFIELD WEALTH ADVISORS LLC | $1.0M | 8,540 | 0.67% | new | NEW |
| Integrated Wealth Concepts LLC | $1.0M | 8,480 | 0.00% | new | NEW |
| Sanctuary Advisors, LLC | $994.8K | 8,308 | 0.00% | new | NEW |
| DAVENPORT & Co LLC | $870.5K | 7,270 | 0.00% | new | NEW |
| Nikulski Financial, Inc. | $818.5K | 6,836 | 0.18% | new | NEW |
| Haven Private, LLC | $779.9K | 6,513 | 0.30% | 2q | +200.1%+$520.0K |
| KKM Financial LLC | $653.8K | 5,460 | 0.09% | new | NEW |
| TRUIST FINANCIAL CORP | $625.4K | 5,223 | 0.00% | 5q | -14.0%-$102.1K |
| GREAT VALLEY ADVISOR GROUP, INC. | $570.6K | 4,765 | 0.01% | new | NEW |
| Belvedere Trading LLC | $539.7K | 3,507 | 0.00% | new | NEW |
| Kesler, Norman & Wride, LLC | $494.2K | 4,127 | 0.08% | new | NEW |
| Financial Partners Group, Inc | $399.9K | 3,340 | 0.04% | new | NEW |
| Bank of New York Mellon Corp | $387.8K | 3,238 | 0.00% | new | NEW |
| CAPTRUST FINANCIAL ADVISORS | $360.3K | 3,009 | 0.00% | 5q | HELD |
| Wealthspire Advisors, LLC | $360.2K | 3,008 | 0.00% | 7q | HELD |
| TD Waterhouse Canada Inc. | $324.7K | 2,767 | 0.00% | 6q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $298.0K | 2,489 | 0.00% | new | NEW |
| DecisionMap Wealth Management, LLC | $291.8K | 2,437 | 0.16% | new | NEW |
| Regal Investment Advisors LLC | $274.8K | 2,295 | 0.01% | new | NEW |
| Manchester Capital Management LLC | $269.4K | 2,250 | 0.04% | 12q | HELD |
| WELLS FARGO & COMPANY/MN | $258.9K | 2,162 | 0.00% | 31q | -43.4%-$198.5K |
| CITIGROUP INC | $240.2K | 2,006 | 0.00% | 31q | +87.7%+$112.2K |
| Western Wealth Management, LLC | $233.3K | 1,948 | 0.01% | 2q | +3.1%+$6.9K |
| FLAGSHIP HARBOR ADVISORS, LLC | $226.3K | 1,890 | 0.01% | new | NEW |
| Creative Planning | $221.0K | 1,846 | 0.00% | new | NEW |
| Parallel Advisors, LLC | $215.5K | 1,800 | 0.00% | 5q | -68.8%-$474.9K |
| Howard Capital Management Group, LLC | $209.9K | 1,753 | 0.01% | new | NEW |
| FIFTH THIRD BANCORP | $148.7K | 1,242 | 0.00% | new | NEW |
| EP Wealth Advisors, LLC | $146.7K | 1,225 | 0.00% | new | NEW |
| Aptus Capital Advisors, LLC | $134.8K | 1,126 | 0.00% | 7q | +21.3%+$23.7K |
| Allworth Financial LP | $83.8K | 700 | 0.00% | 2q | +29.6%+$19.2K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $79.0K | 673 | 0.00% | 3q | +15.6%+$10.7K |
| Spire Wealth Management | $76.6K | 640 | 0.00% | 4q | +64.1%+$29.9K |
| FMR LLC | $76.2K | 636 | 0.00% | 31q | +10.8%+$7.4K |
| AMERIFLEX GROUP, INC. | $58.1K | 485 | 0.02% | new | NEW |
| Go Invest LLC | $40.0K | 334 | 0.01% | 3q | -9.0%-$4.0K |
| Virginia Estate & Retirement Planning Advisors Inc. | $36.6K | 475 | 0.04% | new | NEW |
| Continuum Advisory, LLC | $32.6K | 272 | 0.00% | new | NEW |
| Estabrook Capital Management | $31.7K | 265 | 0.00% | 2q | +32.5%+$7.8K |
| Tidemark, LLC | $28.7K | 240 | 0.01% | 5q | HELD |
| Burnham & Co LLC | $23.9K | 200 | 0.02% | new | FIRST |
| Farther Finance Advisors, LLC | $22.2K | 185 | 0.00% | 6q | +13.5%+$2.6K |
| Regatta Research & Money Management | $21.3K | 178 | 0.02% | new | FIRST |
| Provenance Wealth Advisors, LLC | $20.1K | 168 | 0.00% | new | NEW |
| CITY HOLDING CO | $15.0K | 125 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $13.9K | 116 | 0.00% | 2q | HELD |
| Rockefeller Capital Management L.P. | $13.8K | 115 | 0.00% | 4q | HELD |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | $13.3K | 111 | 0.01% | new | NEW |
| LFA - Lugano Financial Advisors SA | $9.6K | 80 | 0.01% | new | NEW |
| Thrivent Financial for Lutherans | $6.2K | 51,877 | 0.01% | 5q | -5.4% |
| PRIVATE TRUST CO NA | $5.5K | 46 | 0.00% | 3q | HELD |
| Russell Investments Group, Ltd. | $3.5K | 29 | 0.00% | new | NEW |
| Archer Investment Corp | $2.0K | 16 | 0.00% | 12q | +100.0%+$1.0K |
| Virtu Financial LLC | $2.0K | 16,942 | 0.06% | new | NEW |
| Capital Investment Advisory Services, LLC | $1.4K | 12 | 0.00% | 7q | HELD |
| Cambridge Investment Research Advisors, Inc. | $786 | 6,568 | 0.00% | new | NEW |
| Janney Montgomery Scott LLC | $582 | 4,857 | 0.00% | 7q | +4.1% |
| HARBOUR INVESTMENTS, INC. | $248 | 2 | 0.00% | 2q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $239 | 2 | 0.00% | 3q | HELD |
| SIGNATUREFD, LLC | $47 | 0 | 0.00% | 4q | HELD |
| Capital Analysts, LLC | $17 | 138 | 0.00% | 30q | HELD |