| HighTower Advisors, LLC | $5.0M | 166,342 | 0.00% | 8q | -22.8%-$1.5M |
| RAYMOND JAMES FINANCIAL INC | $3.3M | 109,664 | 0.00% | 7q | -6.4%-$226.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.7M | 91,215 | 0.00% | 8q | -6.3%-$184.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 57,995 | 0.00% | new | NEW |
| Kestra Advisory Services, LLC | $1.3M | 44,125 | 0.00% | 8q | -21.6%-$365.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $920.6K | 30,574 | 0.00% | 8q | HELD |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $887.4K | 29,500 | 0.00% | 8q | HELD |
| Chicago Partners Investment Group LLC | $680.2K | 22,725 | 0.01% | new | NEW |
| MTM FINANCIAL GROUP, LLC | $673.9K | 22,405 | 0.29% | new | FIRST |
| Syntegra Private Wealth Group, LLC | $612.2K | 20,353 | 0.05% | 8q | HELD |
| Waverly Advisors, LLC | $612.1K | 20,349 | 0.00% | 3q | HELD |
| Maia Wealth LLC | $567.6K | 18,871 | 0.08% | 8q | -1.8%-$10.5K |
| OLD MISSION CAPITAL LLC | $502.7K | 16,712 | 0.01% | 4q | -41.7%-$359.4K |
| Brookstone Capital Management | $433.3K | 14,405 | 0.00% | 8q | -19.8%-$106.9K |
| Foundations Investment Advisors, LLC | $425.9K | 14,158 | 0.00% | 8q | -4.1%-$18.1K |
| JPMORGAN CHASE & CO | $406.2K | 13,520 | 0.00% | new | NEW |
| Trek Financial, LLC | $392.6K | 13,052 | 0.02% | 8q | -19.7%-$96.3K |
| Cypress Wealth Services, LLC | $341.6K | 11,357 | 0.04% | 8q | HELD |
| Three Seasons Wealth, LLC | $316.4K | 10,520 | 0.03% | 8q | HELD |
| KFG WEALTH MANAGEMENT, LLC | $315.0K | 10,471 | 0.04% | 7q | -8.3%-$28.5K |
| World Investment Advisors | $298.6K | 10,299 | 0.00% | 8q | HELD |
| Cornerstone Wealth Group, LLC | $269.5K | 8,960 | 0.02% | 4q | HELD |
| Tradition Wealth Management, LLC | $249.9K | 8,307 | 0.02% | 8q | HELD |
| Vestmark Advisory Solutions, Inc. | $233.9K | 7,776 | 0.00% | new | NEW |
| Able Wealth Management LLC | $233.9K | 7,776 | 0.05% | 8q | HELD |
| Comprehensive Financial Consultants Institutional, Inc. | $210.5K | 6,997 | 0.06% | 8q | HELD |
| Bay Capital Advisors, LLC | $204.7K | 6,805 | 0.11% | new | NEW |
| INTEGRITY ALLIANCE, LLC. | $203.6K | 6,770 | 0.01% | new | NEW |
| Belpointe Asset Management LLC | $202.5K | 6,731 | 0.01% | 5q | -55.0%-$247.9K |
| BARCLAYS PLC | $177.6K | 5,905 | 0.00% | 7q | -6.7%-$12.8K |
| Continuum Advisory, LLC | $155.1K | 5,156 | 0.01% | new | NEW |
| CoreCap Advisors, LLC | $148.2K | 4,927 | 0.00% | 7q | HELD |
| OSAIC HOLDINGS, INC. | $102.0K | 3,390 | 0.00% | 7q | +50.7%+$34.3K |
| AE Wealth Management LLC | $78.6K | 2,614 | 0.00% | 7q | -90.3%-$734.1K |
| HARBOR INVESTMENT ADVISORY, LLC | $64.0K | 2,128 | 0.00% | 7q | HELD |
| HARBOUR INVESTMENTS, INC. | $37.2K | 1,238 | 0.00% | 8q | HELD |
| Steward Partners Investment Advisory, LLC | $34.6K | 1,150 | 0.00% | 8q | HELD |
| Keating Financial Advisory Services, Inc. | $30.1K | 1,000 | 0.00% | 3q | HELD |
| Spire Wealth Management | $28.9K | 962 | 0.00% | 7q | HELD |
| IFP Advisors, Inc | $21.1K | 700 | 0.00% | 5q | -0.7% |
| Noble Wealth Management PBC | $14.4K | 480 | 0.01% | 6q | HELD |
| MORGAN STANLEY | $4.9K | 163 | 0.00% | 4q | HELD |
| Cambridge Investment Research Advisors, Inc. | $770 | 25,622 | 0.00% | 8q | +96.1% |
| CENTAURUS FINANCIAL, INC. | $112 | 3,713 | 0.00% | 4q | -3.9% |