| Capital Investment Advisory Services, LLC | $6.4M | 114,580 | 0.40% | new | NEW |
| Sterneck Capital Management, LLC | $5.7M | 102,170 | 2.45% | 3q | -16.9%-$1.2M |
| JANE STREET GROUP, LLC | $5.0M | 90,288 | 0.00% | 3q | -54.8%-$6.1M |
| BIP Wealth, LLC | $4.5M | 81,066 | 0.13% | 2q | +447.0%+$3.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $4.3M | 76,131 | 0.21% | 2q | +111.9%+$2.2M |
| Summit Financial, LLC | $3.4M | 60,182 | 0.04% | new | NEW |
| Parallel Advisors, LLC | $3.1M | 55,214 | 0.05% | 4q | -14.4%-$520.9K |
| HighTower Advisors, LLC | $3.1M | 54,555 | 0.00% | 3q | +181.0%+$2.0M |
| GTS SECURITIES LLC | $2.8M | 50,915 | 0.06% | 3q | +95.7%+$1.4M |
| WT Wealth Management | $2.5M | 44,950 | 0.70% | new | NEW |
| Farther Finance Advisors, LLC | $2.3M | 41,670 | 0.02% | new | NEW |
| MML INVESTORS SERVICES, LLC | $2.3M | 40,802 | 0.00% | new | NEW |
| VestGen Advisors, LLC | $2.2M | 39,314 | 0.06% | new | NEW |
| Atria Investments, Inc | $1.8M | 32,208 | 0.02% | 2q | -7.4%-$143.6K |
| IHT Wealth Management, LLC | $1.8M | 32,208 | 0.04% | 2q | -7.4%-$143.6K |
| Per Stirling Capital Management, LLC. | $1.6M | 28,652 | 0.15% | new | NEW |
| Integrated Wealth Concepts LLC | $1.1M | 19,400 | 0.01% | new | NEW |
| Forvis Mazars Wealth Advisors, LLC | $983.9K | 17,595 | 0.02% | 4q | HELD |
| Savvy Advisors, Inc. | $918.3K | 16,421 | 0.02% | 2q | +12.5%+$102.1K |
| Cambridge Investment Research Advisors, Inc. | $918.0K | 16,404 | 0.00% | new | NEW |
| Wealthspire Advisors, LLC | $899.6K | 16,087 | 0.00% | new | NEW |
| Mariner, LLC | $800.7K | 14,318 | 0.00% | 2q | +19.4%+$130.1K |
| INTEGRITY ALLIANCE, LLC. | $678.5K | 12,134 | 0.02% | new | NEW |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | $642.5K | 11,490 | 0.20% | new | NEW |
| CITADEL ADVISORS LLC | $619.0K | 11,070 | 0.00% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $466.9K | 8,350 | 0.00% | new | NEW |
| MISSION WEALTH MANAGEMENT, LP | $453.5K | 8,110 | 0.01% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $423.2K | 8,182 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $308.5K | 5,517 | 0.00% | new | NEW |
| Crusonia Wealth Advisors LLC | $300.3K | 5,371 | 0.05% | new | NEW |
| Summit Financial Consulting LLC | $298.8K | 5,343 | 0.20% | new | NEW |
| INDEPENDENT FINANCIAL GROUP, LLC | $297.9K | 5,327 | 0.01% | new | NEW |
| Roth Financial Partners LLC | $296.4K | 5,300 | 0.09% | new | NEW |
| TRUIST FINANCIAL CORP | $291.3K | 5,850 | 0.00% | new | NEW |
| Sandy Cove Advisors, LLC | $279.6K | 5,000 | 0.07% | new | NEW |
| Sound View Wealth Advisors Group, LLC | $225.1K | 4,026 | 0.01% | new | NEW |
| Smith & Howard Wealth Management, LLC | $214.5K | 3,835 | 0.04% | new | NEW |
| CHOREO, LLC | $214.3K | 3,832 | 0.00% | new | NEW |
| HOLLENCREST CAPITAL MANAGEMENT | $109.2K | 1,953 | 0.01% | 3q | -15.6%-$20.1K |
| OSAIC HOLDINGS, INC. | $100.5K | 1,798 | 0.00% | 3q | HELD |
| MORGAN STANLEY | $55.9K | 1,000 | 0.00% | new | NEW |
| JNBA Financial Advisors | $54.6K | 976 | 0.00% | 4q | HELD |
| WELLS FARGO & COMPANY/MN | $33.8K | 605 | 0.00% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $24.4K | 436 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $11.0K | 200 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $7.5K | 135 | 0.00% | 2q | HELD |
| UBS Group AG | $4.8K | 86 | 0.00% | 2q | -11.3% |
| CoreCap Advisors, LLC | $4.2K | 75 | 0.00% | 2q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $3.2K | 60 | 0.00% | new | NEW |
| Aspect Partners, LLC | $2.3K | 41 | 0.00% | 2q | +156.2%+$1.4K |
| SIGNATUREFD, LLC | $1.7K | 31 | 0.00% | 3q | HELD |
