| J. L. Bainbridge & Co., Inc. | $26.4M | 947,144 | 2.08% | 7q | -32.3%-$12.6M |
| Client First Capital LLC | $4.0M | 143,897 | 1.60% | 6q | -1.0%-$39.7K |
| RAYMOND JAMES FINANCIAL INC | $2.6M | 93,262 | 0.00% | 3q | +1.1%+$27.7K |
| FC Advisory LLC | $2.2M | 80,533 | 0.59% | 4q | HELD |
| Grantvest Financial Group LLC | $2.0M | 73,199 | 1.18% | 7q | -1.6%-$32.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 69,884 | 0.00% | 3q | +142.2%+$1.1M |
| Amplius Wealth Advisors, LLC | $1.3M | 48,101 | 0.10% | 5q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $1.2M | 44,209 | 0.00% | 7q | HELD |
| Crewe Advisors LLC | $1.1M | 38,118 | 0.08% | 6q | HELD |
| JIM SAULNIER & ASSOCIATES, LLC | $1.0M | 36,141 | 0.41% | 7q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $746.2K | 26,778 | 0.00% | 7q | -3.6%-$27.9K |
| Kestra Advisory Services, LLC | $598.9K | 21,493 | 0.00% | 3q | HELD |
| Tradition Wealth Management, LLC | $588.3K | 21,112 | 0.04% | 7q | HELD |
| ARS Investment Partners, LLC | $554.5K | 19,900 | 0.02% | 7q | HELD |
| Lifestyle Asset Management, Inc. | $465.9K | 16,720 | 0.13% | 3q | -0.8%-$3.6K |
| Crown Wealth Group, LLC | $465.4K | 16,701 | 0.12% | 7q | HELD |
| CITADEL ADVISORS LLC | $444.1K | 15,936 | 0.00% | new | NEW |
| Clear Creek Financial Management, LLC | $427.9K | 15,357 | 0.03% | 2q | HELD |
| Kestra Investment Management, LLC | $412.0K | 14,787 | 0.01% | new | NEW |
| Kovack Advisors, Inc. | $411.9K | 14,782 | 0.02% | 3q | HELD |
| Creative Planning | $389.9K | 13,994 | 0.00% | 6q | HELD |
| Blue Sky Capital Consultants Group, Inc. | $325.1K | 11,667 | 0.14% | 3q | -49.9%-$324.3K |
| Ausdal Financial Partners, Inc. | $323.2K | 11,600 | 0.01% | 4q | HELD |
| OLD MISSION CAPITAL LLC | $294.9K | 10,584 | 0.00% | 2q | -65.0%-$547.1K |
| BANK OF AMERICA CORP /DE/ | $251.0K | 9,007 | 0.00% | new | NEW |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $250.8K | 9,000 | 0.00% | new | NEW |
| Investment Partners Asset Management, Inc. | $237.5K | 8,522 | 0.13% | 7q | HELD |
| Farther Finance Advisors, LLC | $208.7K | 7,488 | 0.00% | 2q | HELD |
| Diversify Advisory Services, LLC | $203.9K | 7,294 | 0.00% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $203.9K | 7,294 | 0.00% | 2q | HELD |
| Spire Wealth Management | $200.5K | 7,196 | 0.01% | 3q | HELD |
| AE Wealth Management LLC | $109.1K | 3,915 | 0.00% | 4q | -3.8%-$4.3K |
| Blue Trust, Inc. | $39.8K | 1,428 | 0.00% | new | NEW |
| Elevated Capital Advisors, LLC | $4.8K | 174 | 0.00% | 3q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $1.6K | 59 | 0.00% | new | NEW |
| IFP Advisors, Inc | $1.4K | 51 | 0.00% | 5q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $947 | 34 | 0.00% | new | NEW |
| Kingdom Financial Group LLC. | $24 | 1 | 0.00% | 3q | HELD |