| ZEVENBERGEN CAPITAL INVESTMENTS LLC | $77.8M | 516,016 | 1.78% | 2q | +428.4%+$63.1M |
| Two Seas Capital LP | $31.5M | 208,890 | 0.36% | 2q | HELD |
| Private Capital Advisors, Inc. | $26.4M | 175,210 | 2.29% | 2q | +34.1%+$6.7M |
| Wedmont Private Capital | $20.6M | 128,368 | 0.49% | new | NEW |
| Artemis Investment Management LLP | $19.4M | 128,494 | 0.17% | new | NEW |
| TITLEIST ASSET MANAGEMENT, LLC | $18.2M | 120,959 | 1.18% | new | NEW |
| Williams & Novak Wealth Management, LLC | $12.3M | 81,700 | 7.29% | new | NEW |
| Gradient Investments LLC | $9.5M | 63,267 | 0.14% | new | NEW |
| Farther Finance Advisors, LLC | $9.4M | 61,977 | 0.07% | new | NEW |
| GLYNN CAPITAL MANAGEMENT LLC | $8.7M | 57,600 | 2.60% | new | NEW |
| Avidian Wealth Enterprises, LLC | $8.2M | 54,170 | 0.23% | 2q | +561.8%+$6.9M |
| CHICKASAW CAPITAL MANAGEMENT LLC | $7.6M | 50,351 | 0.27% | new | NEW |
| CoreCap Advisors, LLC | $6.8M | 45,369 | 0.20% | new | NEW |
| Venture Visionary Partners LLC | $6.5M | 42,816 | 0.17% | 2q | +759.4%+$5.7M |
| Kessler Investment Group, LLC | $6.2M | 41,165 | 3.00% | new | NEW |
| Valeo Financial Advisors, LLC | $6.0M | 39,373 | 0.13% | 2q | +278.4%+$4.4M |
| Gallagher Capital Advisors, LLC | $5.3M | 34,823 | 2.82% | 2q | +2015.6%+$5.0M |
| Draper Asset Management, LLC | $4.9M | 32,795 | 2.26% | 2q | +7.5%+$347.0K |
| Crumly & Associates Inc. | $4.0M | 26,669 | 0.71% | 2q | +653.1%+$3.5M |
| Castle Rock Wealth Management, LLC | $3.8M | 22,357 | 0.72% | 2q | +52.5%+$1.3M |
| SAPIENT CAPITAL LLC | $3.5M | 23,473 | 0.05% | new | NEW |
| McAlister, Sweet & Associates, Inc. | $3.3M | 22,011 | 2.10% | 2q | +2.8%+$89.3K |
| Weaver Consulting Group | $3.2M | 21,295 | 0.62% | new | NEW |
| Galvin, Gaustad & Stein, LLC | $2.5M | 16,843 | 0.19% | new | NEW |
| JUNCTURE WEALTH STRATEGIES, LLC | $2.5M | 16,300 | 0.63% | 2q | +510.3%+$2.1M |
| FINANCIAL MANAGEMENT NETWORK INC | $2.3M | 14,679 | 0.34% | 2q | +86.5%+$1.1M |
| MFG WEALTH MANAGEMENT, INC. | $2.2M | 14,870 | 1.63% | new | NEW |
| Sherry Group, Inc. | $2.2M | 14,649 | 2.07% | 2q | +5.8%+$121.4K |
| Iowa State Bank | $2.1M | 14,013 | 0.36% | new | NEW |
| Versant Capital Management, Inc | $2.0M | 13,397 | 0.17% | new | NEW |
| Cooper Financial Group | $2.0M | 12,964 | 0.16% | 2q | +133.1%+$1.1M |
| RIVERSEDGE ADVISORS, LLC | $1.8M | 11,712 | 0.22% | new | NEW |
| PUFF WEALTH MANAGEMENT, LLC | $1.6M | 10,693 | 1.52% | new | NEW |
| Quintet Private Bank (Europe) S.A. | $1.6M | 10,416 | 0.07% | 2q | +67.5%+$633.5K |
| Capital Planning LLC | $1.5M | 9,806 | 0.39% | new | NEW |
| Apella Capital, LLC | $1.4M | 8,424 | 0.02% | 2q | +218.2%+$968.2K |
| Nautilus Advisors LLC | $1.4M | 9,297 | 0.85% | 2q | +153.4%+$849.0K |
| First Heartland Consultants, Inc. | $1.4M | 9,176 | 0.09% | 2q | +251.3%+$990.3K |
| Meadowbrook Wealth Management, LLC | $1.3M | 8,802 | 1.39% | new | NEW |
| Strong Retirement Solutions LLC | $1.3M | 8,341 | 0.71% | 2q | +37.1%+$340.8K |
| CYPRESS ASSET MANAGEMENT INC/TX | $1.1M | 7,360 | 0.22% | new | NEW |
| Noble Wealth Management PBC | $1.1M | 6,355 | 0.50% | new | NEW |
| VISTA INVESTMENT PARTNERS LLC | $992.4K | 6,578 | 0.26% | new | NEW |
| Wisconsin Wealth Advisors, LLC | $929.4K | 6,161 | 0.78% | new | NEW |
| RVW Wealth, LLC | $912.9K | 6,051 | 0.06% | 2q | +24.9%+$181.8K |
| TLWM | $779.5K | 5,167 | 0.12% | new | NEW |
| Sound Income Strategies, LLC | $757.0K | 4,714 | 0.03% | 2q | +50.7%+$254.7K |
| Family Legacy Financial Solutions, LLC | $722.9K | 4,792 | 0.42% | new | NEW |
| YHB Investment Advisors, Inc. | $714.6K | 4,737 | 0.05% | new | NEW |
| Ebert Capital Management Inc. | $694.0K | 4,600 | 0.60% | 2q | +21.6%+$123.1K |
| Douglas Lane & Associates, LLC | $689.1K | 4,568 | 0.01% | new | NEW |
| M.E. ALLISON & CO., INC. | $661.1K | 4,382 | 0.37% | new | NEW |
| DLK Investment Management, LLC | $643.1K | 4,263 | 0.23% | new | NEW |
| ECLECTIC ASSOCIATES INC /ADV | $636.2K | 4,217 | 0.07% | new | NEW |
| Central Pacific Bank - Trust Division | $635.9K | 4,215 | 0.07% | new | NEW |
| AVITY INVESTMENT MANAGEMENT INC. | $571.0K | 3,785 | 0.04% | new | NEW |
| GAMMA Investing LLC | $558.8K | 3,704 | 0.02% | 2q | +291.1%+$415.9K |
| RFG - Bristol Wealth Advisors, LLC | $549.9K | 3,645 | 0.13% | new | NEW |
| Bill Few Associates, Inc. | $538.0K | 3,566 | 0.11% | new | NEW |
| Kaizen Financial Strategies | $536.9K | 3,559 | 0.21% | 2q | +344.9%+$416.2K |
| Ballew Advisors, Inc | $534.0K | 3,359 | 0.27% | new | NEW |
| Everhart Financial Group, Inc. | $527.0K | 3,493 | 0.03% | new | NEW |
| Tactive Advisors, LLC | $519.9K | 3,446 | 0.12% | new | NEW |
| Gerald Baker Financial Group LLC | $500.5K | 3,317 | 0.14% | new | NEW |
| Balefire, LLC | $497.3K | 3,296 | 0.08% | new | NEW |
| Lincoln Capital LLC | $492.7K | 3,266 | 0.09% | new | NEW |
| Capital Advisors Wealth Management, LLC | $490.0K | 3,248 | 0.06% | new | NEW |
| Integrated Financial Solutions, Inc. | $487.3K | 3,230 | 0.25% | 2q | +84.6%+$223.3K |
| TrueWealth Advisors, LLC | $480.3K | 3,184 | 0.11% | new | NEW |
| Olistico Wealth, LLC | $438.4K | 2,906 | 0.18% | new | NEW |
| Dale Q Rice Investment Management Ltd | $437.5K | 2,900 | 0.24% | new | NEW |
| TOTH FINANCIAL ADVISORY CORP | $429.5K | 2,847 | 0.04% | 2q | +181.6%+$277.0K |
| Allen Mooney & Barnes Investment Advisors LLC | $424.1K | 2,811 | 0.06% | 2q | +28.1%+$92.9K |
| BOS Asset Management, LLC | $422.1K | 2,798 | 0.10% | 2q | -13.9%-$68.2K |
| GK Wealth Management LLC | $388.6K | 2,576 | 0.22% | new | NEW |
| Box Hill Private Wealth LLC | $385.1K | 2,553 | 0.28% | new | NEW |
| Dominguez Wealth Management Solutions, Inc. | $360.6K | 2,390 | 0.20% | 2q | +8.2%+$27.5K |
| Aletheian Wealth Advisors LLC | $358.7K | 2,378 | 0.14% | new | NEW |
| Apeiron RIA LLC | $344.9K | 2,329 | 0.08% | new | NEW |
| Grove Bank & Trust | $343.5K | 2,277 | 0.03% | new | NEW |
| GILPIN WEALTH MANAGEMENT, LLC | $340.6K | 2,258 | 0.23% | 2q | +1.9%+$6.3K |
| Whitaker-Myers Wealth Managers, LTD. | $333.9K | 2,213 | 0.05% | new | NEW |
| Paragon Capital Management Ltd | $333.9K | 2,213 | 0.06% | new | NEW |
| ROCKLAND TRUST CO | $326.6K | 2,165 | 0.01% | new | NEW |
| Friday Financial | $324.4K | 2,191 | 0.06% | new | NEW |
| jvl associates llc | $320.9K | 2,127 | 0.09% | new | NEW |
| FIRST FINANCIAL BANK - TRUST DIVISION | $319.5K | 2,118 | 0.02% | new | NEW |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $315.4K | 2,091 | 0.07% | new | NEW |
| AVAII WEALTH MANAGEMENT, LLC | $312.2K | 1,964 | 0.09% | new | NEW |
| INSPIRION WEALTH ADVISORS, LLC | $307.8K | 2,040 | 0.03% | new | NEW |
| Athena Wealth Management, LLC | $307.0K | 2,035 | 0.22% | 2q | HELD |
| PRIVATE CLIENT SERVICES, LLC | $302.5K | 2,005 | 0.08% | new | NEW |
| CHAPIN DAVIS, INC. | $282.9K | 1,875 | 0.05% | new | NEW |
| Acropolis Investment Management, LLC | $267.9K | 1,776 | 0.01% | new | NEW |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | $262.9K | 1,743 | 0.14% | new | NEW |
| ARMSTRONG ADVISORY GROUP, INC | $256.2K | 1,698 | 0.02% | 2q | +50.4%+$85.8K |
| CapWealth Advisors, LLC | $251.2K | 1,665 | 0.02% | new | NEW |
| Sunburst Financial Group, LLC | $237.6K | 1,575 | 0.04% | new | NEW |
| Global Wealth Strategies & Associates | $234.5K | 1,554 | 0.04% | new | NEW |
| Great Waters Wealth Management | $229.6K | 1,522 | 0.02% | new | NEW |