| Sequent Planning LLC | $10.8M | 407,015 | 2.30% | 9q | +297.5%+$8.1M |
| LPL Financial LLC | $9.0M | 339,513 | 0.00% | 4q | +1402.5%+$8.4M |
| Cetera Investment Advisers | $6.0M | 226,880 | 0.01% | 9q | +122.7%+$3.3M |
| Prosperity Financial Group, Inc. | $5.1M | 191,218 | 1.57% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $4.3M | 161,819 | 0.00% | 5q | -6.1%-$280.8K |
| TRUIST FINANCIAL CORP | $4.2M | 160,019 | 0.01% | 5q | -5.5%-$245.3K |
| RAYMOND JAMES FINANCIAL INC | $3.9M | 148,671 | 0.00% | 7q | +186.7%+$2.6M |
| OSAIC HOLDINGS, INC. | $3.4M | 127,385 | 0.00% | 9q | +133.3%+$1.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.3M | 125,048 | 0.00% | 9q | +76.9%+$1.4M |
| Migdal Insurance & Financial Holdings Ltd. | $3.3M | 123,812 | 0.02% | 5q | -9.5%-$343.3K |
| Capital CS Group, LLC | $3.1M | 116,102 | 2.43% | new | NEW |
| Maia Wealth LLC | $3.0M | 113,000 | 0.44% | new | NEW |
| Kestra Advisory Services, LLC | $3.0M | 112,199 | 0.01% | 9q | -37.1%-$1.8M |
| Jefferies Financial Group Inc. | $2.3M | 86,665 | 0.02% | new | NEW |
| Avantra Family Wealth, Inc. | $2.1M | 78,856 | 1.33% | 5q | +0.9%+$19.0K |
| UPTICK PARTNERS, LLC | $1.6M | 58,884 | 0.24% | 8q | +193.8%+$1.0M |
| AE Wealth Management LLC | $1.0M | 39,133 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $977.0K | 36,869 | 0.00% | 9q | +59.2%+$363.3K |
| Harvest Investment Services, LLC | $973.6K | 36,753 | 0.15% | new | NEW |
| LANGLEY WEALTH MANAGEMENT, LLC | $966.9K | 36,501 | 0.94% | new | FIRST |
| Diligent Investors, LLC | $946.6K | 35,735 | 0.21% | new | NEW |
| StoneX Group Inc. | $909.3K | 34,325 | 0.04% | 9q | +84.1%+$415.5K |
| MML INVESTORS SERVICES, LLC | $829.0K | 31,295 | 0.00% | new | NEW |
| Capital Analysts, LLC | $807.0K | 30,464 | 0.02% | 9q | HELD |
| Summit Financial, LLC | $627.6K | 23,692 | 0.01% | new | NEW |
| Foundations Investment Advisors, LLC | $609.8K | 23,020 | 0.01% | 8q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $594.7K | 22,449 | 0.00% | new | NEW |
| Ameritas Advisory Services, LLC | $591.9K | 22,345 | 0.01% | 4q | +46.9%+$189.1K |
| Bullseye Investment Management, LLC | $577.1K | 21,784 | 0.28% | 9q | HELD |
| Grantvest Financial Group LLC | $559.1K | 21,107 | 0.32% | 7q | +15.8%+$76.3K |
| Mayfair Advisory Group, LLC | $503.3K | 19,600 | 0.15% | new | NEW |
| HighTower Advisors, LLC | $501.4K | 18,928 | 0.00% | new | NEW |
| Synergy Asset Management, LLC | $491.2K | 18,541 | 0.05% | 7q | +1.6%+$7.6K |
| Triumph Capital Management | $488.7K | 18,447 | 0.09% | new | NEW |
| Kovack Advisors, Inc. | $474.7K | 17,926 | 0.02% | new | NEW |
| Ameritas Investment Partners, Inc. | $457.1K | 17,255 | 0.01% | 8q | -5.5%-$26.8K |
| HARBOUR INVESTMENTS, INC. | $429.0K | 16,195 | 0.01% | 9q | +125.4%+$238.7K |
| First Heartland Consultants, Inc. | $422.1K | 15,935 | 0.03% | 5q | +46.1%+$133.2K |
| Capital Investment Advisory Services, LLC | $407.5K | 15,382 | 0.03% | 4q | +530.4%+$342.8K |
| DHJJ Financial Advisors, Ltd. | $384.0K | 14,495 | 0.11% | 8q | +15.4%+$51.2K |
| Jaffetilchin Investment Partners, LLC | $376.6K | 14,216 | 0.02% | new | NEW |
| HOLLENCREST CAPITAL MANAGEMENT | $355.9K | 13,435 | 0.02% | new | NEW |
| Legacy Wealth Managment, LLC/ID | $322.5K | 12,176 | 0.13% | 4q | -1.4%-$4.4K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $284.8K | 10,750 | 0.00% | new | NEW |
| Comprehensive Financial Consultants Institutional, Inc. | $281.6K | 10,632 | 0.07% | new | NEW |
| Keystone Wealth Services, LLC | $258.5K | 9,759 | 0.05% | 5q | HELD |
| Cypress Wealth Services, LLC | $251.7K | 9,501 | 0.03% | new | NEW |
| Stonebridge Financial Group, LLC / MO | $232.3K | 8,771 | 0.15% | 3q | HELD |
| Sowell Financial Services LLC | $214.8K | 8,108 | 0.01% | new | NEW |
| IFP Advisors, Inc | $210.0K | 7,927 | 0.00% | 7q | +292.2%+$156.4K |
| Stratos Wealth Partners, LTD. | $204.0K | 7,700 | 0.00% | new | NEW |
| Signature Equity Partners, LLC | $116.9K | 4,414 | 0.05% | new | NEW |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $111.3K | 4,200 | 0.01% | new | NEW |
| Farther Finance Advisors, LLC | $106.0K | 4,000 | 0.00% | new | NEW |
| Geneos Wealth Management Inc. | $92.7K | 3,500 | 0.00% | 7q | +366.7%+$72.8K |
| Noble Wealth Management PBC | $79.5K | 3,000 | 0.04% | 6q | HELD |
| Steward Partners Investment Advisory, LLC | $50.6K | 1,909 | 0.00% | new | NEW |
| Mosley Wealth Management | $48.3K | 1,823 | 0.02% | new | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $45.5K | 1,727 | 0.00% | new | NEW |
| Aptus Capital Advisors, LLC | $33.1K | 1,250 | 0.00% | 9q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $16.4K | 620 | 0.00% | new | NEW |
| Topsail Wealth Management, LLC | $5.3K | 200 | 0.00% | new | NEW |
| Benson Wealth Management INC | $4.7K | 178 | 0.00% | 3q | HELD |
| Kingdom Financial Group LLC. | $4.7K | 176 | 0.00% | new | NEW |
| Pinnacle Wealth Planning Services, Inc. | $821 | 31 | 0.00% | 3q | HELD |
| MORGAN STANLEY | $185 | 7 | 0.00% | 7q | HELD |
