| MORGAN STANLEY | $90.0M | 1,853,365 | 0.00% | 9q | +29.3%+$20.4M |
| Sendero Wealth Management, LLC | $69.1M | 1,422,984 | 6.88% | 8q | -2.5%-$1.8M |
| MIDLAND WEALTH ADVISORS, LLC | $68.1M | 1,402,479 | 3.20% | 4q | +4.9%+$3.2M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $44.1M | 913,237 | 0.07% | 10q | +23.0%+$8.3M |
| Verdence Capital Advisors LLC | $35.7M | 735,889 | 1.88% | 2q | HELD |
| LPL Financial LLC | $34.0M | 701,148 | 0.01% | 8q | +24.8%+$6.8M |
| OSAIC HOLDINGS, INC. | $32.3M | 665,927 | 0.04% | 7q | +24.5%+$6.4M |
| Spider Management Company, LLC | $31.5M | 648,545 | 6.38% | new | NEW |
| CapWealth Advisors, LLC | $29.7M | 611,336 | 2.04% | new | NEW |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $18.1M | 372,259 | 2.60% | 6q | HELD |
| NewEdge Advisors, LLC | $10.1M | 207,758 | 0.03% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $9.7M | 199,405 | 0.00% | 6q | +166.3%+$6.0M |
| AlphaCore Capital LLC | $9.7M | 198,958 | 0.18% | 2q | +83.5%+$4.4M |
| First Command Advisory Services, Inc. | $7.1M | 146,016 | 0.04% | 2q | +472.2%+$5.9M |
| Quadcap Wealth Management, LLC | $5.1M | 104,111 | 0.49% | 9q | +4.3%+$208.3K |
| HARBOR INVESTMENT ADVISORY, LLC | $4.9M | 101,445 | 0.34% | 6q | +6.9%+$319.6K |
| TWO SIGMA INVESTMENTS, LP | $4.5M | 92,900 | 0.00% | new | NEW |
| ANCHOR CAPITAL ADVISORS LLC | $3.8M | 77,991 | 0.11% | 9q | -1.7%-$64.8K |
| Apollon Wealth Management, LLC | $3.6M | 74,858 | 0.04% | 5q | -5.9%-$227.0K |
| Financial Security Advisor, Inc. | $3.6M | 74,127 | 0.59% | 5q | +17.6%+$537.4K |
| HighTower Advisors, LLC | $3.1M | 63,232 | 0.00% | 7q | +17.6%+$459.1K |
| SFG Wealth Management, LLC. | $2.7M | 56,569 | 0.99% | 4q | +4.8%+$125.9K |
| JANE STREET GROUP, LLC | $2.7M | 54,896 | 0.00% | 2q | -55.1%-$3.3M |
| Kestra Advisory Services, LLC | $2.7M | 54,706 | 0.01% | 9q | +167.9%+$1.7M |
| Sanctuary Advisors, LLC | $2.6M | 54,243 | 0.01% | 2q | +124.1%+$1.5M |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $2.5M | 52,450 | 0.12% | 9q | +7.2%+$169.9K |
| Quantinno Capital Management LP | $2.5M | 51,250 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.5M | 50,802 | 0.00% | new | NEW |
| Magnolia Private Wealth, LLC | $2.1M | 42,727 | 1.14% | 4q | +126.0%+$1.2M |
| Maia Wealth LLC | $1.9M | 39,118 | 0.28% | 6q | +17.0%+$275.8K |
| Hilton Head Capital Partners, LLC | $1.8M | 36,890 | 0.90% | new | NEW |
| Gladstone Institutional Advisory LLC | $1.6M | 33,196 | 0.05% | 3q | +30.9%+$380.8K |
| Circle Wealth Management, LLC | $1.6M | 32,633 | 0.02% | 2q | +108.2%+$823.5K |
| BANK OF AMERICA CORP /DE/ | $1.4M | 29,680 | 0.00% | new | NEW |
| TWIN FOCUS CAPITAL PARTNERS, LLC | $1.3M | 27,000 | 0.13% | 2q | HELD |
| WEST MICHIGAN ADVISORS, LLC | $1.2M | 24,411 | 0.12% | 3q | +122.1%+$669.9K |
| Kingsview Wealth Management, LLC | $1.2M | 24,569 | 0.01% | 3q | -2.2%-$26.2K |
| Orion Porfolio Solutions, LLC | $1.0M | 21,352 | 0.01% | 2q | +24.7%+$205.2K |
| CARY STREET PARTNERS FINANCIAL LLC | $1.0M | 21,160 | 0.02% | new | NEW |
| STIFEL FINANCIAL CORP | $895.6K | 18,447 | 0.00% | new | NEW |
| Crusonia Wealth Advisors LLC | $773.0K | 15,922 | 0.13% | 2q | +46.8%+$246.3K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $616.7K | 12,900 | 0.04% | 8q | HELD |
| Signature Equity Partners, LLC | $573.8K | 11,819 | 0.26% | 2q | -55.9%-$728.0K |
| Philip James Wealth Mangement, LLC | $469.9K | 9,679 | 0.05% | 4q | +1.2%+$5.5K |
| SouthState Bank Corp | $464.6K | 9,570 | 0.02% | 3q | +72.3%+$195.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $437.8K | 9,018 | 0.00% | 2q | -15.7%-$81.3K |
| Whipplewood Advisors, LLC | $401.1K | 8,262 | 0.27% | 5q | -48.8%-$382.0K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $390.1K | 8,034 | 0.04% | 2q | +85.0%+$179.2K |
| Fiduciary Trust Co | $380.1K | 7,829 | 0.00% | 2q | -3.7%-$14.4K |
| Rockefeller Capital Management L.P. | $366.9K | 7,556 | 0.00% | 3q | HELD |
| TWO SIGMA SECURITIES, LLC | $342.9K | 7,063 | 0.03% | new | NEW |
| Farther Finance Advisors, LLC | $331.9K | 6,845 | 0.00% | 7q | +22.5%+$60.9K |
| HARBOUR INVESTMENTS, INC. | $324.1K | 6,676 | 0.00% | 5q | +3.6%+$11.2K |
| D. E. Shaw & Co., Inc. | $324.0K | 6,674 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $304.9K | 6,280 | 0.00% | 2q | +49.9%+$101.5K |
| Centurion Wealth Management LLC | $299.8K | 6,175 | 0.07% | 7q | -27.9%-$115.7K |
| Worth Asset Management, LLC | $291.6K | 6,007 | 0.09% | 4q | -3.2%-$9.6K |
| MONECO ADVISORS, LLC | $271.7K | 5,596 | 0.02% | new | NEW |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $226.2K | 4,659 | 0.02% | 2q | +6.7%+$14.1K |
| BigSur Wealth Management LLC | $225.8K | 4,650 | 0.05% | new | NEW |
| Qube Research & Technologies Ltd | $218.5K | 4,500 | 0.00% | new | NEW |
| Argos Wealth Advisors, LLC | $215.7K | 4,443 | 0.06% | new | NEW |
| Monument Capital Management | $213.5K | 4,398 | 0.04% | new | NEW |
| BROWN ADVISORY INC | $202.9K | 4,180 | 0.00% | new | NEW |
| IFP Advisors, Inc | $97.1K | 2,000 | 0.00% | 2q | +100.0%+$48.5K |
| Avalon Trust Co | $48.5K | 1,000 | 0.00% | 2q | HELD |
| Allworth Financial LP | $33.5K | 689 | 0.00% | new | NEW |
| Janney Montgomery Scott LLC | $26.6K | 548,463 | 0.05% | 7q | +1.8% |
| Integrated Wealth Concepts LLC | $15.1K | 310 | 0.00% | new | NEW |
| HIGHLINE WEALTH PARTNERS LLC | $12.8K | 264 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $11.7K | 240 | 0.00% | 2q | -62.5%-$19.4K |
| LANARK FINANCIAL, INC. | $9.7K | 200 | 0.00% | 2q | HELD |
| JPMORGAN CHASE & CO | $5.6K | 117 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $5.0K | 102 | 0.00% | new | NEW |
| MARSHALL INVESTMENT MANAGEMENT, LLC | $4.9K | 100 | 0.00% | 2q | HELD |
| Tradewinds Capital Management, LLC | $4.8K | 98 | 0.00% | 2q | HELD |
| IAG Wealth Partners, LLC | $4.1K | 85 | 0.00% | 5q | HELD |
| UBS Group AG | $4.0K | 82 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $1.3K | 27,328 | 0.00% | 8q | HELD |
| REGIONS FINANCIAL CORP | $24 | 493 | 0.00% | 7q | +4.0% |