| Unison Advisors LLC | 6.64% | New | 561,621 | $55.8M |
| Commonwealth Equity Services, LLC | 0.02% | Add +11.6% | 148,578 | $14.8M |
| Heartwood Wealth Advisors LLC | 0.90% | Add +0.6% | 80,455 | $8.0M |
| Envestnet Asset Management Inc. | 0.00% | New | 48,086 | $4.8M |
| Joel Isaacson & Co., LLC | 0.12% | Add +17.3% | 26,842 | $2.7M |
| LPL Financial LLC | 0.00% | Add +783.4% | 24,276 | $2.4M |
| Atria Investments, Inc | 0.03% | Add +150.3% | 21,633 | $2.2M |
| Stephen J. Garry & Associates, LLC | 1.37% | New | 14,916 | $1.5M |
| Freedom Investment Management, Inc. | 0.11% | Add +0.2% | 13,734 | $1.4M |
| First Heartland Consultants, Inc. | 0.13% | Add +149.3% | 12,694 | $1.3M |
| Old Mission Capital LLC | 0.03% | New | 12,116 | $1.2M |
| Jane Street Group, LLC | 0.00% | Reduce -57.7% | 12,054 | $1.2M |
| Bank of America Corp. | 0.00% | New | 10,374 | $1.0M |
| Elser Financial Planning, Inc | 0.06% | Add +177.8% | 9,810 | $975K |
| Mariner, LLC | 0.00% | New | 9,363 | $931K |
| Paragon Capital Management Ltd | 0.18% | Reduce -35.8% | 9,194 | $914K |
| EverSource Wealth Advisors, LLC | 0.05% | New | 9,125 | $907K |
| Genesis Private Wealth, LLC | 0.48% | — | 8,807 | $875K |
| Mitchell McLeod Pugh & Williams Inc. | 0.16% | Add +44.6% | 7,741 | $769K |
| Citadel Advisors | 0.00% | New | 7,330 | $729K |
| Raymond James Financial Inc. | 0.00% | — | 7,311 | $727K |
| Oak Hill Wealth Advisors, LLC | 0.17% | — | 7,227 | $718K |
| Financial Management Network Inc. | 0.14% | Add +92.2% | 6,753 | $672K |
| Harbour Investments, Inc. | 0.02% | Add +1367.3% | 6,735 | $669K |
| Luminvest Wealth Management LLC | 0.26% | Add +5.4% | 6,598 | $656K |
| 25 LLC | 0.26% | Add +0.4% | 6,188 | $615K |
| Maia Wealth LLC | 0.13% | New | 5,914 | $590K |
| Timonier Family Office, LTD. | 0.30% | — | 5,907 | $587K |
| Avantax Planning Partners, Inc. | 0.02% | New | 5,899 | $586K |
| Magnolia Private Wealth, LLC | 0.45% | — | 5,050 | $502K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -11.2% | 4,780 | $475K |
| Sage Mountain Advisors LLC | 0.03% | No change | 4,510 | $448K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -21.5% | 4,375 | $435K |
| Gordian Advisors LLC | 0.34% | New | 4,313 | $429K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | New | 4,176 | $415K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +28.8% | 3,854 | $383K |
| Comerica Bank | 0.00% | New | 3,560 | $354K |
| New Republic Capital, LLC | 0.22% | New | 3,460 | $344K |
| JFS Wealth Advisors, LLC | 0.02% | Add +155.6% | 3,195 | $318K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 3,142 | $312K |
| Valeo Financial Advisors, LLC | 0.01% | New | 3,120 | $310K |
| Osaic Holdings, Inc. | 0.00% | Add +119.5% | 3,049 | $303K |
| Oak Wealth Advisors LLC | 0.23% | — | 2,965 | $295K |
| Corient Private Wealth LP | 0.00% | New | 2,850 | $283K |
| Cetera Investment Advisers | 0.00% | Reduce -32.6% | 2,724 | $271K |
| Winebrenner Capital Management LLC | 0.21% | — | 2,700 | $268K |
| IFG Advisory, LLC | 0.01% | New | 2,600 | $258K |
| Lakewood Asset Management LLC | 0.17% | Add +0.9% | 2,508 | $249K |
| Hemenway Trust Co LLC | 0.02% | No change | 2,483 | $247K |
| Silver Oak Advisory Group, Inc. | 0.12% | No change | 2,229 | $221K |
| Westfuller Advisors, LLC | 0.14% | New | 2,160 | $215K |
| Crews Bank & Trust | 0.02% | — | 1,400 | $139K |
| SJS Investment Consulting Inc. | 0.02% | Add +2035.8% | 1,132 | $113K |
| Moser Wealth Advisors, LLC | 0.05% | No change | 1,000 | $99K |
| Keystone Financial Group, Inc. | 0.04% | — | 551 | $55K |
| Graney & King, LLC | 0.04% | — | 494 | $49K |
| DiNuzzo Private Wealth, Inc. | 0.01% | New | 426 | $42K |
| American National Bank & Trust | 0.00% | New | 50 | $5K |
| Spire Wealth Management | 0.00% | New | 30 | $3K |
| AE Wealth Management LLC | 0.00% | New | 10 | $1K |
| Morgan Stanley | 0.00% | No change | 1 | $138 |