| Savant Capital, LLC | $17.7M | 176,019 | 0.05% | 4q | +111.3%+$9.3M |
| MJP ASSOCIATES INC /ADV | $13.8M | 137,430 | 1.51% | 2q | -18.8%-$3.2M |
| Advisor OS, LLC | $13.8M | 137,430 | 0.92% | 2q | -20.7%-$3.6M |
| Clear Creek Financial Management, LLC | $13.7M | 135,911 | 0.88% | 2q | +72.4%+$5.7M |
| UPTICK PARTNERS, LLC | $9.7M | 96,513 | 1.51% | 4q | -18.5%-$2.2M |
| Addison Capital Co | $8.9M | 88,563 | 1.46% | 3q | +34.2%+$2.3M |
| Tower Research Capital LLC (TRC) | $6.8M | 67,586 | 0.17% | 3q | +29.6%+$1.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.3M | 43,059 | 0.00% | 2q | +37.2%+$1.2M |
| FULCRUM WEALTH ADVISORS, LLC | $3.1M | 31,257 | 2.41% | new | NEW |
| Bleakley Financial Group, LLC | $2.6M | 26,295 | 0.03% | 3q | +47.4%+$851.3K |
| Belpointe Asset Management LLC | $2.0M | 19,546 | 0.06% | 4q | +6.0%+$111.7K |
| JANE STREET GROUP, LLC | $1.9M | 18,833 | 0.00% | 3q | -11.6%-$249.6K |
| PERSPECTIVE WEALTH ADVISORS LLC | $1.5M | 15,362 | 0.85% | new | NEW |
| Luken Investment Analytics, LLC | $1.5M | 14,891 | 0.52% | 4q | -9.0%-$148.1K |
| Mariner, LLC | $1.5M | 14,734 | 0.00% | new | NEW |
| WPG Advisers, LLC | $1.4M | 14,121 | 0.84% | new | NEW |
| Farther Finance Advisors, LLC | $1.3M | 12,871 | 0.01% | new | NEW |
| STONE LOFT WEALTH MANAGEMENT LLC | $1.3M | 12,648 | 0.72% | 3q | -5.2%-$69.4K |
| Compass Ion Advisors, LLC | $1.1M | 10,927 | 0.09% | new | NEW |
| Mascagni Wealth Management, Inc. | $1.1M | 10,916 | 0.68% | 3q | +17.5%+$163.5K |
| Worth Asset Management, LLC | $1.0M | 9,957 | 0.32% | 3q | -63.9%-$1.8M |
| WPWealth LLP | $999.9K | 9,926 | 0.15% | 2q | +60.1%+$375.6K |
| PRIVATE CLIENT SERVICES, LLC | $959.8K | 9,527 | 0.25% | 2q | +219.7%+$659.5K |
| EP Wealth Advisors, LLC | $955.2K | 9,482 | 0.00% | new | NEW |
| Vista Cima Wealth Management LLC | $930.0K | 9,232 | 0.69% | 2q | -41.2%-$653.0K |
| WealthPlan Investment Management, LLC | $893.8K | 8,872 | 0.04% | 3q | -20.6%-$231.2K |
| GOLDMAN SACHS GROUP INC | $839.8K | 8,336 | 0.00% | 2q | -81.0%-$3.6M |
| Pinnacle Family Advisors, LLC | $755.2K | 7,497 | 0.32% | 4q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $719.7K | 7,144 | 0.00% | 3q | +35.6%+$188.9K |
| CALTON & ASSOCIATES, INC. | $719.6K | 7,143 | 0.11% | 3q | -91.7%-$8.0M |
| Mills Wealth Advisors LLC | $680.3K | 6,753 | 0.21% | new | NEW |
| Parkwoods Wealth Partners, LLC | $630.6K | 6,260 | 0.10% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $612.1K | 6,085 | 0.00% | new | NEW |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $605.5K | 6,011 | 0.00% | 2q | +0.8%+$4.9K |
| FCG Investment Co | $592.8K | 5,884 | 0.20% | new | NEW |
| OpenArc Corporate Advisory, LLC | $549.9K | 5,459 | 0.01% | new | NEW |
| Main Street Financial Solutions, LLC | $501.2K | 4,975 | 0.03% | new | NEW |
| KINGSWOOD WEALTH ADVISORS, LLC | $499.3K | 4,957 | 0.02% | new | NEW |
| Beacon Pointe Advisors, LLC | $493.6K | 4,900 | 0.00% | 2q | -61.4%-$783.8K |
| Focus Partners Advisor Solutions, LLC | $452.0K | 4,487 | 0.00% | 4q | -29.9%-$192.5K |
| Creative Planning | $438.1K | 4,349 | 0.00% | new | NEW |
| Aptus Capital Advisors, LLC | $433.8K | 4,306 | 0.00% | 2q | +383.8%+$344.1K |
| United Advisor Group, LLC | $405.2K | 4,022 | 0.04% | new | NEW |
| Sanctuary Advisors, LLC | $382.9K | 3,800 | 0.00% | 4q | -62.5%-$637.3K |
| Strait & Sound Wealth Management LLC | $363.0K | 3,603 | 0.13% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $360.8K | 3,581 | 0.02% | 4q | +75.8%+$155.5K |
| Flagship Capital Management Inc. | $355.9K | 3,533 | 0.22% | 3q | +0.8%+$2.9K |
| OneDigital Investment Advisors LLC | $339.6K | 3,371 | 0.00% | new | NEW |
| Keel Point, LLC | $339.5K | 3,370 | 0.02% | new | NEW |
| INTEGRITY ALLIANCE, LLC. | $334.1K | 3,316 | 0.01% | 2q | +27.7%+$72.5K |
| Skyline Advisors, Inc. | $327.1K | 3,247 | 0.10% | new | NEW |
| Walsky Investment Management, Inc. | $323.0K | 3,206 | 0.30% | new | NEW |
| Mirador Capital Partners LP | $302.9K | 3,006 | 0.04% | 2q | +0.8%+$2.4K |
| HighTower Advisors, LLC | $287.9K | 2,858 | 0.00% | new | NEW |
| Balboa Wealth Partners | $277.3K | 2,753 | 0.04% | new | NEW |
| Simplicity Wealth,LLC | $276.8K | 2,748 | 0.01% | new | NEW |
| Richard P Slaughter Associates Inc | $247.8K | 2,460 | 0.05% | 2q | HELD |
| IAMS WEALTH MANAGEMENT, LLC | $245.0K | 2,432 | 0.07% | 2q | -15.2%-$43.8K |
| Focus Partners Wealth | $225.3K | 2,236 | 0.00% | 2q | -77.0%-$752.8K |
| Arax Advisory Partners | $224.2K | 2,226 | 0.00% | 2q | HELD |
| HARBOUR INVESTMENTS, INC. | $210.9K | 2,094 | 0.00% | 3q | -41.1%-$147.4K |
| Neumann Capital Management, LLC | $204.5K | 2,030 | 0.14% | new | NEW |
| MGO ONE SEVEN LLC | $203.6K | 2,021 | 0.00% | 4q | HELD |
| Western Wealth Management, LLC | $200.4K | 1,989 | 0.01% | new | NEW |
| JPMORGAN CHASE & CO | $78.6K | 780 | 0.00% | 4q | +29.6%+$17.9K |
| OSAIC HOLDINGS, INC. | $65.5K | 650 | 0.00% | 4q | +3.5%+$2.2K |
| Integrated Wealth Concepts LLC | $63.1K | 626 | 0.00% | new | NEW |
| Robbins Farley | $60.3K | 599 | 0.02% | 2q | HELD |
| Vermillion Wealth Management, Inc. | $49.9K | 495 | 0.01% | 3q | -80.5%-$205.8K |
| Larson Financial Group LLC | $27.3K | 271 | 0.00% | new | NEW |
| West Branch Capital LLC | $16.3K | 161 | 0.00% | 3q | +1.9% |
| Fairway Wealth LLC | $15.1K | 150 | 0.00% | 2q | +0.7% |
| MERCER GLOBAL ADVISORS INC /ADV | $14.1K | 140 | 0.00% | new | NEW |
| FIDUCIARY FINANCIAL ADVISORS | $11.6K | 115 | 0.00% | new | NEW |
| EverSource Wealth Advisors, LLC | $10.6K | 105 | 0.00% | 2q | HELD |
| UBS Group AG | $10.1K | 100 | 0.00% | new | NEW |
| Financial Management Professionals, Inc. | $2.9K | 28 | 0.00% | 3q | HELD |
| AE Wealth Management LLC | $2.6K | 26 | 0.00% | 2q | -99.1%-$296.5K |
| Integrity Financial Corp /WA | $2.1K | 21 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $1.7K | 16,782 | 0.00% | 3q | +407.3%+$1.4K |
| Steigerwald, Gordon & Koch Inc. | $407 | 4 | 0.00% | 2q | +33.3% |
| BlackRock, Inc. | $70 | 1 | 0.00% | 2q | HELD |
| Ulland Investment Advisors, LLC | $40 | 400 | 0.03% | new | NEW |
| WELLS FARGO & COMPANY/MN | $22 | 0 | 0.00% | 2q | HELD |