| Luken Investment Analytics, LLC | $11.5M | 603,991 | 4.04% | 2q | -1.9%-$228.5K |
| Kestra Advisory Services, LLC | $9.8M | 511,344 | 0.03% | 5q | +2.6%+$247.7K |
| Garden State Investment Advisory Services LLC | $5.7M | 298,401 | 1.03% | 5q | +10.3%+$530.7K |
| Insight Advisors, LLC/ PA | $4.0M | 211,387 | 0.71% | 5q | +11.7%+$424.2K |
| SageGuard Financial Group, LLC | $4.0M | 207,445 | 0.56% | 3q | +35.1%+$1.0M |
| Balboa Wealth Partners | $2.3M | 119,986 | 0.31% | 2q | +39.7%+$651.7K |
| Cetera Investment Advisers | $2.0M | 106,087 | 0.00% | 3q | +38.1%+$559.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 95,544 | 0.00% | 2q | +16.5%+$258.4K |
| Brookstone Capital Management | $1.8M | 93,993 | 0.02% | 6q | -8.1%-$157.8K |
| INDEPENDENT FINANCIAL GROUP, LLC | $1.7M | 91,273 | 0.03% | 4q | -11.8%-$232.8K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.6M | 81,126 | 0.07% | 3q | HELD |
| Capital Investment Advisory Services, LLC | $1.3M | 67,146 | 0.08% | 6q | +1.5%+$19.4K |
| ENVESTNET ASSET MANAGEMENT INC | $1.2M | 64,081 | 0.00% | 4q | -7.7%-$101.9K |
| Benson Wealth Management INC | $1.1M | 55,541 | 1.07% | 3q | -16.4%-$208.2K |
| OneDigital Investment Advisors LLC | $1.1M | 55,179 | 0.01% | 5q | -0.5%-$5.5K |
| Next Level Private LLC | $966.4K | 50,564 | 0.19% | 3q | +22.1%+$174.7K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $805.4K | 42,410 | 0.05% | 2q | +153.2%+$487.3K |
| Kovack Advisors, Inc. | $716.1K | 37,707 | 0.03% | new | NEW |
| Southern Financial Group, LLC | $664.0K | 34,738 | 0.17% | new | FIRST |
| LPL Financial LLC | $546.1K | 28,572 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $504.7K | 26,408 | 0.00% | 6q | -59.2%-$733.4K |
| Clear Creek Financial Management, LLC | $494.8K | 25,888 | 0.03% | 3q | HELD |
| Integrated Wealth Concepts LLC | $488.5K | 25,558 | 0.00% | 3q | +54.0%+$171.2K |
| HARBOUR INVESTMENTS, INC. | $413.4K | 21,627 | 0.01% | 5q | HELD |
| Ameritas Advisory Services, LLC | $386.9K | 20,244 | 0.01% | new | NEW |
| Steward Partners Investment Advisory, LLC | $306.4K | 16,029 | 0.00% | new | NEW |
| Maridea Wealth Management LLC | $292.6K | 15,311 | 0.03% | 2q | -59.9%-$438.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $283.9K | 14,855 | 0.00% | new | NEW |
| OLD MISSION CAPITAL LLC | $229.5K | 12,010 | 0.00% | 3q | +13.4%+$27.2K |
| Ferguson Shapiro LLC | $200.8K | 10,505 | 0.06% | 4q | HELD |
| Triumph Capital Management | $24.6K | 1,287 | 0.00% | 3q | +2.1% |
| OSAIC HOLDINGS, INC. | $24.4K | 1,275 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $10.0K | 522,414 | 0.01% | 5q | +114.2%+$5.3K |
| Cape Investment Advisory, Inc. | $9.9K | 520 | 0.00% | new | NEW |
| Key Financial Inc | $9.6K | 500 | 0.00% | new | NEW |
| City State Bank | $3.8K | 200 | 0.00% | 4q | HELD |
| SBI Securities Co., Ltd. | $1.7K | 87 | 0.00% | 2q | +67.3% |
| Capital Analysts, LLC | $171 | 8,916 | 0.00% | 4q | -36.5% |
| WELLS FARGO & COMPANY/MN | $7 | 0 | 0.00% | 2q | -100.0% |