| Williams Jones Wealth Management, LLC. | $8.9M | 305,377 | 0.10% | 3q | -10.2%-$1.0M |
| StoneX Group Inc. | $7.7M | 273,504 | 0.31% | new | NEW |
| High Note Wealth, LLC | $2.4M | 82,734 | 0.41% | 2q | +20583.5%+$2.4M |
| Cambridge Investment Research Advisors, Inc. | $2.2M | 76,492 | 0.00% | 2q | +121.7%+$1.2M |
| Advisory Services Network, LLC | $2.2M | 74,861 | 0.02% | 2q | +11.4%+$222.7K |
| LPL Financial LLC | $1.7M | 60,093 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 48,446 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $1.4M | 47,118 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $1.2M | 42,700 | 0.00% | 3q | -38.6%-$779.5K |
| Lane Generational LLC | $1.2M | 42,149 | 1.07% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $1.1M | 38,663 | 0.00% | new | NEW |
| Mutual Advisors, LLC | $893.5K | 30,757 | 0.02% | new | NEW |
| HRT FINANCIAL LP | $739.0K | 25,454 | 0.00% | 2q | +45.6%+$231.3K |
| Jaffetilchin Investment Partners, LLC | $573.9K | 19,757 | 0.03% | new | NEW |
| Bright Futures Wealth Management, LLC. | $460.9K | 15,866 | 0.30% | 2q | -18.9%-$107.6K |
| Insight Advisors, LLC/ PA | $429.2K | 14,775 | 0.08% | 2q | -18.3%-$95.9K |
| MISSION WEALTH MANAGEMENT, LP | $413.4K | 14,231 | 0.01% | new | NEW |
| &PARTNERS | $407.0K | 14,010 | 0.00% | new | NEW |
| Advyzon Investment Management, LLC | $304.2K | 10,473 | 0.02% | 2q | +2.4%+$7.3K |
| MONETARY MANAGEMENT GROUP INC | $290.5K | 10,000 | 0.06% | 3q | HELD |
| STEPHENS INC /AR/ | $261.8K | 9,011 | 0.00% | new | NEW |
| HighTower Advisors, LLC | $258.3K | 8,890 | 0.00% | new | NEW |
| CAPTRUST FINANCIAL ADVISORS | $235.3K | 8,100 | 0.00% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $228.6K | 7,870 | 0.00% | 2q | +10.5%+$21.6K |
| CIBC WORLD MARKET INC. | $218.0K | 7,505 | 0.00% | new | NEW |
| Worth Asset Management, LLC | $201.5K | 6,935 | 0.06% | new | NEW |
| Ankerstar Wealth, LLC | $171.8K | 5,915 | 0.14% | new | NEW |
| Nalls Sherbakoff Group, LLC | $52.8K | 1,816 | 0.04% | new | NEW |
| Farther Finance Advisors, LLC | $48.7K | 1,675 | 0.00% | new | NEW |
| Noble Wealth Management PBC | $44.7K | 1,539 | 0.02% | 3q | +0.9% |
| Parallel Advisors, LLC | $42.8K | 1,475 | 0.00% | 2q | +883.3%+$38.5K |
| AE Wealth Management LLC | $39.5K | 1,358 | 0.00% | new | NEW |
| Tidemark, LLC | $32.1K | 1,104 | 0.01% | new | NEW |
| Global Retirement Partners, LLC | $29.1K | 1,000 | 0.00% | new | NEW |
| MORGAN STANLEY | $28.3K | 973 | 0.00% | 2q | +91.5%+$13.5K |
| UBS Group AG | $24.5K | 842 | 0.00% | 2q | +274.2%+$17.9K |
| Rockefeller Capital Management L.P. | $14.5K | 500 | 0.00% | 2q | HELD |
| WELLS FARGO & COMPANY/MN | $14.5K | 498 | 0.00% | new | NEW |
| Signature Resources Capital Management, LLC | $12.2K | 421 | 0.00% | 2q | +759.2%+$10.8K |
| CX Institutional | $12.0K | 402 | 0.00% | new | NEW |
| IFP Advisors, Inc | $10.0K | 345 | 0.00% | new | NEW |
| SHP Wealth Management | $9.4K | 324 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $8.2K | 281 | 0.00% | 2q | -3.1% |
| BANK OF MONTREAL /CAN/ | $7.3K | 250 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $5.1K | 175 | 0.00% | 2q | -82.5%-$24.0K |
| US BANCORP \DE\ | $4.1K | 140 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $3.7K | 129 | 0.00% | new | NEW |
| FIDUCIARY FINANCIAL ADVISORS | $3.5K | 120 | 0.00% | new | NEW |
| Ritter Daniher Financial Advisory LLC / DE | $3.2K | 110 | 0.00% | new | NEW |
| HighMark Wealth Management LLC | $2.9K | 100 | 0.00% | 2q | -50.0%-$2.9K |
| SJS Investment Consulting Inc. | $2.1K | 73 | 0.00% | new | NEW |
| Allworth Financial LP | $1.9K | 66 | 0.00% | 2q | HELD |
