| TTP Investments, Inc. | $17.7M | 678,583 | 7.18% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $2.2M | 84,912 | 0.00% | 2q | -0.7%-$16.5K |
| Pinnacle Financial Partners, Inc. | $1.6M | 62,286 | 0.01% | 2q | -4.5%-$77.3K |
| Wealthcare Advisory Partners LLC | $1.2M | 47,504 | 0.02% | 3q | HELD |
| Brookstone Capital Management | $1.2M | 44,625 | 0.01% | new | NEW |
| Cresset Asset Management, LLC | $1.2M | 44,500 | 0.00% | 3q | HELD |
| MATHER GROUP, LLC. | $702.2K | 26,924 | 0.01% | 4q | HELD |
| STEEL GROVE CAPITAL ADVISORS, LLC | $678.9K | 26,030 | 0.06% | 2q | HELD |
| Strategic Blueprint, LLC | $677.9K | 25,992 | 0.03% | 2q | -1.1%-$7.5K |
| Geometric Wealth Advisors | $562.6K | 21,574 | 0.06% | 6q | -3.8%-$22.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $530.9K | 20,357 | 0.00% | 3q | -52.6%-$589.1K |
| PRINCIPAL SECURITIES, INC. | $530.2K | 20,331 | 0.01% | 2q | +7.5%+$37.1K |
| Corient Private Wealth LP | $495.5K | 19,000 | 0.00% | new | NEW |
| Cedar Wealth Management, LLC | $454.5K | 17,429 | 0.12% | 2q | HELD |
| Embree Financial Group | $426.4K | 16,350 | 0.04% | 2q | HELD |
| Refined Wealth Management | $376.4K | 14,433 | 0.23% | 4q | HELD |
| HighTower Advisors, LLC | $372.4K | 14,280 | 0.00% | 3q | HELD |
| Venturi Wealth Management, LLC | $294.7K | 11,300 | 0.01% | 2q | HELD |
| TD Waterhouse Canada Inc. | $282.7K | 10,989 | 0.00% | new | NEW |
| CAPTRUST FINANCIAL ADVISORS | $266.6K | 10,221 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $262.1K | 10,049 | 0.00% | new | NEW |
| McHugh Group, LLC | $260.8K | 10,000 | 0.13% | 6q | HELD |
| Farther Finance Advisors, LLC | $229.9K | 8,815 | 0.00% | 2q | +50.0%+$76.7K |
| Madison Wealth Partners, Inc | $210.9K | 8,088 | 0.03% | new | NEW |
| Vawter Financial, Ltd. | $208.6K | 8,000 | 0.08% | new | NEW |
| OSAIC HOLDINGS, INC. | $163.0K | 6,251 | 0.00% | 6q | +308.0%+$123.1K |
| NATIONAL BANK OF CANADA /FI/ | $135.3K | 5,200 | 0.00% | 4q | HELD |
| Family Legacy Financial Solutions, LLC | $123.9K | 4,749 | 0.08% | new | NEW |
| Financial Perspectives, Inc | $63.8K | 2,447 | 0.02% | 6q | HELD |
| Innovative Asset Advisors Group, LLC | $49.6K | 1,900 | 0.02% | 2q | HELD |
| IFP Advisors, Inc | $47.1K | 1,806 | 0.00% | 2q | HELD |
| Cape Investment Advisory, Inc. | $35.2K | 1,348 | 0.01% | new | NEW |
| POM Investment Strategies, LLC | $28.3K | 1,084 | 0.03% | 6q | HELD |
| Ameritas Advisory Services, LLC | $26.1K | 1,000 | 0.00% | new | NEW |
| FIDUCIARY FINANCIAL ADVISORS | $17.3K | 664 | 0.00% | new | NEW |
| DEUTSCHE BANK AG\ | $16.3K | 625 | 0.00% | 3q | HELD |
| WELLS FARGO & COMPANY/MN | $13.0K | 500 | 0.00% | 2q | -50.0%-$13.0K |
| AE Wealth Management LLC | $2.6K | 100 | 0.00% | 3q | HELD |
| Global Retirement Partners, LLC | $2.0K | 75 | 0.00% | 2q | HELD |
| Cambridge Investment Research Advisors, Inc. | $862 | 33,026 | 0.00% | new | NEW |