| Prism Advisors, Inc. | $42.3M | 757,627 | 10.28% | 3q | HELD |
| Cresset Asset Management, LLC | $29.1M | 520,481 | 0.11% | 3q | HELD |
| MAI Capital Management | $16.5M | 295,035 | 0.06% | 3q | HELD |
| Quantinno Capital Management LP | $6.1M | 108,492 | 0.01% | 3q | HELD |
| Clearview Wealth Management LLC | $3.9M | 69,865 | 2.51% | 2q | -3.1%-$124.4K |
| Astra Wealth Partners LLC | $3.0M | 54,495 | 1.62% | 3q | HELD |
| Nvest Wealth Strategies, Inc. | $2.8M | 49,699 | 1.73% | 3q | HELD |
| FIRST NATIONAL BANK SIOUX FALLS | $2.7M | 51,144 | 0.73% | 2q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $2.5M | 45,450 | 0.00% | new | NEW |
| HIGHLINE WEALTH PARTNERS LLC | $2.3M | 41,755 | 0.47% | 2q | HELD |
| Bleakley Financial Group, LLC | $2.2M | 39,665 | 0.03% | 3q | HELD |
| Sanctuary Advisors, LLC | $2.2M | 39,361 | 0.01% | 3q | HELD |
| EP Wealth Advisors, LLC | $1.8M | 32,912 | 0.01% | new | NEW |
| ROTHSCHILD INVESTMENT LLC | $1.8M | 32,501 | 0.07% | 3q | HELD |
| Riverwater Partners LLC | $1.6M | 29,285 | 0.49% | 2q | HELD |
| A4 Wealth Advisors LLC | $1.6M | 28,531 | 1.06% | 3q | HELD |
| Walkner Condon Financial Advisors LLC | $1.6M | 28,430 | 0.18% | 3q | -36.8%-$925.3K |
| WESCAP Management Group, Inc. | $1.2M | 21,656 | 0.23% | 3q | HELD |
| GREENWOOD CAPITAL ASSOCIATES LLC | $1.2M | 21,521 | 0.12% | 3q | HELD |
| Cambria Investment Management, L.P. | $1.2M | 20,609 | 0.06% | new | NEW |
| Empowered Funds, LLC | $1.2M | 20,609 | 0.01% | 2q | +103.7%+$585.7K |
| NewEdge Advisors, LLC | $1.1M | 18,849 | 0.00% | 3q | HELD |
| HighTower Advisors, LLC | $1.0M | 18,648 | 0.00% | 3q | HELD |
| Wealthcare Advisory Partners LLC | $1.0M | 18,306 | 0.02% | 3q | HELD |
| FIDUCIENT ADVISORS LLC | $857.9K | 15,366 | 0.12% | 3q | HELD |
| Urban Financial Advisory Corp | $839.2K | 15,032 | 0.23% | 2q | HELD |
| NOTTINGHAM ADVISORS, INC. | $830.0K | 15,080 | 0.10% | 3q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $745.6K | 13,298 | 0.00% | 3q | HELD |
| CYPRESS FINANCIAL PLANNING LLC | $506.5K | 9,073 | 0.12% | 3q | HELD |
| CITADEL ADVISORS LLC | $497.0K | 8,903 | 0.00% | new | NEW |
| Savvy Advisors, Inc. | $448.7K | 8,036 | 0.01% | 3q | HELD |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | $354.4K | 6,348 | 0.15% | 3q | HELD |
| IFG Advisors, LLC | $293.0K | 5,248 | 0.04% | 3q | HELD |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $255.1K | 4,570 | 0.00% | 3q | HELD |
| GTS SECURITIES LLC | $240.9K | 4,315 | 0.01% | 3q | -28.5%-$96.0K |
| Frazier Financial Advisors, LLC | $193.4K | 3,463 | 0.10% | 3q | HELD |
| UBS Group AG | $160.8K | 2,881 | 0.00% | 2q | +76.1%+$69.5K |