| FARALLON CAPITAL MANAGEMENT LLC | 3.39M | $198.9M | — | New |
| LPL Financial LLC | 502.8K | $29.5M | — | Held |
| Cetera Investment Advisers | 119.4K | $7.02M | — | Held |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 105.4K | $6.2M | — | Held |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 88.9K | $5.23M | — | Held |
| Mariner, LLC | 75.8K | $4.45M | — | Held |
| WCG Wealth Advisors LLC | 65K | $3.82M | — | Held |
| NewEdge Advisors, LLC | 59.1K | $3.47M | — | Held |
| Western Wealth Management, LLC | 57.4K | $3.37M | — | Held |
| Orion Porfolio Solutions, LLC | 50.4K | $2.96M | — | Held |
| Oasis Advisors, LLC | 48.8K | $2.87M | — | Held |
| Revolve Wealth Partners, LLC | 48.3K | $2.84M | — | Held |
| Exit Wealth Advisors, LLC. | 43.2K | $2.54M | — | Held |
| NORTHERN TRUST CORP | 38.8K | $2.28M | — | Held |
| Strategic Family Wealth Counselors, L.L.C. | 34.1K | $2.04M | — | Held |
| Claro Advisors Inc. | 31.7K | $1.86M | — | Held |
| Yarbrough Capital, LLC | 30.1K | $1.77M | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 27.5K | $1.62M | — | New |
| Cambridge Advisors Inc. | 27.2K | $1.6M | — | Held |
| Soltis Investment Advisors LLC | 22.2K | $1.3M | — | Held |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 18.5K | $1.17M | — | Held |
| Pallas Capital Advisors LLC | 17.7K | $1.04M | — | Held |
| Perigon Wealth Management, LLC | 16.9K | $994.5K | — | Held |
| Citadel | 16.4K | $966.6K | — | Held |
| Founders Capital Management | 16.2K | $950.5K | — | Held |
| Elser Financial Planning, Inc | 15.9K | $932K | — | Held |
| Private Advisor Group, LLC | 15.7K | $924.2K | — | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | 15.5K | $912.3K | — | Held |
| Global Retirement Partners, LLC | 15K | $881.2K | — | Held |
| One Charles Private Wealth Services, LLC | 13K | $764.2K | — | Held |
| GK Wealth Management LLC | 13K | $761.1K | — | Held |
| Belpointe Asset Management LLC | 12.1K | $710.7K | — | Held |
| Corient Private Wealth LLC | 11.9K | $701.8K | — | Held |
| ROTHSCHILD INVESTMENT LLC | 11.9K | $700.7K | — | Held |
| HighTower Advisors, LLC | 11.9K | $700.7K | — | Held |
| Cresset Asset Management, LLC | 11.7K | $689.4K | — | New |
| Visionary Wealth Advisors | 11.3K | $666.6K | — | Held |
| Wealth Alliance Advisory Group, LLC | 10.3K | $604.1K | — | Held |
| Kingsview Wealth Management, LLC | 10.2K | $598.1K | — | Held |
| Atria Investments, Inc | 10.1K | $596.4K | — | Held |
| Steward Partners Investment Advisory, LLC | 9.7K | $570.1K | — | Held |
| Quaker Wealth Management, LLC | 9.65K | $566.9K | — | Held |
| Beacon Pointe Advisors, LLC | 9.09K | $534.2K | — | Held |
| Kestra Advisory Services, LLC | 8.98K | $527.8K | — | Held |
| Kraft, Davis & Associates, LLC | 7.54K | $483.2K | — | Held |
| Private Wealth Asset Management, LLC | 8.18K | $480.4K | — | Held |
| Turim 21 Investimentos Ltda. | 8.1K | $476K | — | Held |
| Harbour Wealth Management Group, Inc. | 7.37K | $433.1K | — | Held |
| Creative Planning | 7.04K | $414K | — | Held |
| IEQ CAPITAL, LLC | 6.91K | $405.9K | — | Held |
| Avidian Wealth Enterprises, LLC | 6.89K | $404.8K | — | Held |
| Parallel Advisors, LLC | 6.79K | $399.2K | — | Held |
| Waverly Advisors, LLC | 6.67K | $392.1K | — | Held |
| JANE STREET GROUP, LLC | 6.41K | $376.5K | — | Held |
| ADE, LLC | 6.33K | $371.7K | — | Held |
| INSIGNEO ADVISORY SERVICES, LLC | 6.17K | $362.7K | — | Held |
| Allworth Financial LP | 6.12K | $359.7K | — | New |
| Modern Wealth Management, LLC | 5.78K | $339.4K | — | Held |
| COMPASS CAPITAL CORP /MA/ /ADV | 7.32K | $328.9K | — | Held |
| Shore Point Advisors, LLC | 5.53K | $324.7K | — | Held |
| Revisor Wealth Management LLC | 5.46K | $324.4K | — | Held |
| Integrated Wealth Concepts LLC | 5.35K | $314.5K | — | Held |
| Independent Advisor Alliance | 5.32K | $312.8K | — | Held |
| PFG Investments, LLC | 5.23K | $307.1K | — | Held |
| GREAT VALLEY ADVISOR GROUP, INC. | 5.01K | $294.4K | — | Held |
| Stratos Wealth Partners, LTD. | 4.8K | $281.8K | — | Held |
| FLAGSHIP HARBOR ADVISORS, LLC | 4.65K | $273.2K | — | New |
| CURA WEALTH ADVISORS, LLC | 4.59K | $270K | — | Held |
| National Philanthropic Trust | 4.26K | $250.6K | — | New |
| Wealth Management Partners, LLC | 4.21K | $247.6K | — | Held |
| Cornerstone Wealth Management, LLC | 4.15K | $244.1K | — | Held |
| ANGELES WEALTH MANAGEMENT, LLC | 3.95K | $232K | — | Held |
| Crumly & Associates Inc. | 3.85K | $226.2K | — | Held |
| Prime Capital Investment Advisors, LLC | 3.82K | $224.5K | — | Held |
| tru Independence LLC | 3.78K | $222.3K | — | Held |
| Fortitude Financial, LLC | 3.58K | $210.4K | — | Held |
| U.S. Capital Wealth Advisors, LLC | 3.48K | $204.5K | — | Held |
| Atlas Private Wealth Advisors | 3.47K | $204K | — | Held |
| Stembrook Asset Management, LLC | 3.46K | $203.1K | — | Held |
| Strategic Advocates LLC | 3.4K | $200.4K | — | Held |
| BROWN BROTHERS HARRIMAN & CO | 3.03K | $178K | — | Held |
| PNC Financial Services Group, Inc. | 2.1K | $123.5K | — | Held |
| OSAIC HOLDINGS, INC. | 2.09K | $122.8K | — | Held |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 2K | $117.5K | — | Held |
| North Star Investment Management Corp. | 1.95K | $114.6K | — | Held |
| Keating Financial Advisory Services, Inc. | 1.93K | $113.4K | — | Held |
| Sunbelt Securities, Inc. | 1.62K | $95.4K | — | Held |
| WHITTIER TRUST CO | 1.47K | $93.3K | — | Held |
| FIRST COMMUNITY TRUST NA | 1.5K | $88.1K | — | Held |
| Golden State Wealth Management, LLC | 970 | $57K | — | Held |
| Arax Advisory Partners | 719 | $42.2K | — | Held |
| Wilmington Savings Fund Society, FSB | 701 | $41.2K | — | Held |
| MAI Capital Management | 663 | $39K | — | Held |
| MORGAN STANLEY | 448 | $26.3K | — | New |
| Root Financial Partners, LLC | 448 | $26.3K | — | Held |
| Beaird Harris Wealth Management, LLC | 425 | $25K | — | Held |
| McIlrath & Eck, LLC | 302 | $17.7K | — | Held |
| Larson Financial Group LLC | 298 | $17.5K | — | Held |
| Sound Income Strategies, LLC | 234 | $15.1K | — | Held |
| JNBA Financial Advisors | 255 | $15K | — | Held |
| Strengthening Families & Communities, LLC | 240 | $14.1K | — | Held |
| HOLLENCREST CAPITAL MANAGEMENT | 225 | $13.2K | — | Held |
| Wilkerson Advisory Group LLC | 223 | $13.1K | — | Held |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 210 | $12.3K | — | Held |
| CIBC Private Wealth Group LLC | 205 | $12K | — | Held |
| TD Waterhouse Canada Inc. | 200 | $11.8K | — | Held |
| Triumph Capital Management | 200 | $11.8K | — | New |
| SJS Investment Consulting Inc. | 184 | $10.8K | — | Held |
| CALDWELL SUTTER CAPITAL, INC. | 183 | $10.8K | — | Held |
| GHP Investment Advisors, Inc. | 171 | $10K | — | Held |
| Blue Trust, Inc. | 164 | $9.64K | — | Held |
| Kohmann Bosshard Financial Services, LLC | 134 | $7.87K | — | Held |
| Virtu Financial LLC | 119.6K | $7.03K | — | Held |
| Archer Investment Corp | 100 | $5.88K | — | Held |
| Vision Retirement, LLC | 100 | $5.88K | — | Held |
| Physician Wealth Advisors, Inc. | 100 | $5.88K | — | Held |
| Inspire Investing, LLC | 97 | $5.7K | — | Held |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 79 | $4.64K | — | Held |
| ROYAL BANK OF CANADA | 59 | $3K | — | Held |
| Sachetta, LLC | 50 | $2.94K | — | Held |
| FLOW TRADERS U.S. LLC | 45.6K | $2.68K | — | Held |
| AdvisorNet Financial, Inc | 30 | $1.76K | — | Held |
| Westside Investment Management, Inc. | 25 | $1.47K | — | Held |
| GILPIN WEALTH MANAGEMENT, LLC | 15 | $882 | — | Held |
| TOTH FINANCIAL ADVISORY CORP | 15 | $882 | — | Held |
| WINNOW WEALTH LLC | 13 | $767 | — | Held |
| Estate Planners Group, LLC | 12 | $705 | — | Held |
| Cambridge Investment Research Advisors, Inc. | 10.4K | $611 | — | Held |
| DHJJ Financial Advisors, Ltd. | 5 | $294 | — | Held |
| CWM, LLC | 1.24K | $73 | — | Held |
| REAP Financial Group, LLC | 1 | $59 | — | Held |
| Winthrop Capital Management, LLC | 120 | $7 | — | Held |
| VALLEY NATIONAL ADVISERS INC | 65 | $3 | — | Held |