| Archer Investment Corp | $13.7M | 496,436 | 1.33% | 8q | +91.7%+$6.5M |
| HighTower Advisors, LLC | $7.1M | 257,875 | 0.01% | 8q | -22.3%-$2.0M |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $3.9M | 142,234 | 0.33% | 6q | HELD |
| TRUIST FINANCIAL CORP | $3.7M | 134,764 | 0.00% | 4q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.8M | 102,210 | 0.00% | 8q | -15.2%-$503.5K |
| Kestra Advisory Services, LLC | $2.5M | 89,727 | 0.01% | 8q | -14.0%-$400.9K |
| Cetera Investment Advisers | $1.6M | 59,040 | 0.00% | 8q | -8.5%-$151.4K |
| Strategic Blueprint, LLC | $1.6M | 58,816 | 0.08% | 8q | -2.0%-$32.4K |
| AssuredPartners Investment Advisors, LLC | $1.3M | 48,285 | 0.13% | 3q | HELD |
| CENTAURUS FINANCIAL, INC. | $1.3M | 47,230 | 0.05% | 8q | -3.9%-$52.9K |
| OSAIC HOLDINGS, INC. | $1.3M | 47,112 | 0.00% | 8q | +2.2%+$27.6K |
| AE Wealth Management LLC | $1.3M | 46,099 | 0.01% | 8q | -63.3%-$2.2M |
| Cambridge Investment Research Advisors, Inc. | $1.2M | 43,694 | 0.00% | 8q | +108.4%+$626.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 42,397 | 0.00% | 2q | +11.3%+$118.5K |
| Brookstone Capital Management | $1.1M | 41,195 | 0.01% | 8q | HELD |
| KFG WEALTH MANAGEMENT, LLC | $1.0M | 36,676 | 0.11% | 8q | HELD |
| Ausdal Financial Partners, Inc. | $997.9K | 36,241 | 0.04% | 7q | HELD |
| Lineweaver Wealth Advisors, LLC | $938.1K | 34,071 | 0.11% | 4q | HELD |
| OLD MISSION CAPITAL LLC | $824.6K | 29,947 | 0.01% | 7q | -28.2%-$323.5K |
| Cypress Wealth Services, LLC | $818.5K | 29,725 | 0.10% | 8q | HELD |
| Advisory Services Network, LLC | $746.3K | 27,103 | 0.01% | 7q | -0.7%-$4.9K |
| Continuum Advisory, LLC | $719.1K | 26,117 | 0.06% | 4q | HELD |
| LPL Financial LLC | $647.0K | 23,497 | 0.00% | 4q | +34.7%+$166.5K |
| CENTRAL VALLEY ADVISORS, LLC | $642.1K | 23,321 | 0.16% | 4q | -3.0%-$19.7K |
| Cornerstone Wealth Group, LLC | $640.5K | 23,263 | 0.04% | 4q | HELD |
| Waverly Advisors, LLC | $598.3K | 21,729 | 0.00% | 3q | HELD |
| RAYMOND JAMES FINANCIAL INC | $598.2K | 21,724 | 0.00% | 4q | -1.1%-$6.8K |
| Forthright Family Wealth Advisory LLC | $550.7K | 20,000 | 0.31% | new | NEW |
| AdvisorNet Financial, Inc | $512.8K | 18,623 | 0.02% | 8q | HELD |
| Concurrent Investment Advisors, LLC | $509.9K | 18,519 | 0.00% | 2q | HELD |
| RETIREMENT INCOME SOLUTIONS, INC | $501.1K | 18,821 | 0.09% | 4q | HELD |
| AXXCESS WEALTH MANAGEMENT, LLC | $472.9K | 17,176 | 0.01% | new | NEW |
| Pinnacle Wealth Management Group, Inc. | $451.9K | 16,410 | 0.21% | 8q | -1.3%-$6.1K |
| Integrity Advisory Solutions, LLC | $446.3K | 16,208 | 0.05% | 4q | -17.1%-$92.2K |
| Beacon Pointe Advisors, LLC | $417.0K | 15,145 | 0.00% | new | NEW |
| FC Advisory LLC | $408.9K | 14,851 | 0.11% | 4q | HELD |
| COFG Advisors, LLC | $369.7K | 13,425 | 0.06% | 3q | HELD |
| EVOLUTION WEALTH MANAGEMENT INC. | $359.5K | 13,056 | 0.21% | 5q | -2.8%-$10.4K |
| JPMORGAN CHASE & CO | $357.5K | 12,990 | 0.00% | 2q | +60.7%+$135.1K |
| Mutual Advisors, LLC | $315.9K | 11,471 | 0.01% | 4q | -2.8%-$9.0K |
| First Heartland Consultants, Inc. | $305.9K | 11,111 | 0.02% | 5q | HELD |
| MTM FINANCIAL GROUP, LLC | $296.6K | 10,773 | 0.13% | 8q | HELD |
| Soltis Investment Advisors LLC | $286.4K | 10,401 | 0.02% | 4q | -1.1%-$3.2K |
| BROWN WEALTH MANAGEMENT, LLC | $283.1K | 10,281 | 0.06% | 7q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $281.0K | 10,205 | 0.00% | 8q | -30.7%-$124.3K |
| Stratos Wealth Advisors, LLC | $267.3K | 9,709 | 0.01% | 4q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $265.0K | 9,604 | 0.00% | new | NEW |
| First Commonwealth Financial Corp /PA/ | $264.6K | 9,608 | 0.04% | 8q | HELD |
| FSA Advisors, Inc. | $262.8K | 9,545 | 0.12% | 4q | -28.1%-$102.8K |
| IMG Wealth Management, Inc. | $255.7K | 9,286 | 0.14% | 7q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $249.1K | 9,046 | 0.00% | 2q | -3.3%-$8.5K |
| Diligent Investors, LLC | $247.8K | 9,000 | 0.06% | 8q | HELD |
| Chicago Partners Investment Group LLC | $235.3K | 8,518 | 0.00% | 4q | HELD |
| Comprehensive Financial Consultants Institutional, Inc. | $232.3K | 8,436 | 0.06% | 4q | -61.7%-$373.9K |
| Main Street Financial Solutions, LLC | $225.9K | 8,205 | 0.01% | 4q | HELD |
| IFP Advisors, Inc | $224.1K | 8,140 | 0.00% | 8q | HELD |
| TopTier Wealth Management, LLC | $218.8K | 7,945 | 0.13% | 3q | HELD |
| Farther Finance Advisors, LLC | $207.3K | 7,529 | 0.00% | 6q | -9.2%-$21.0K |
| Summit Wealth Partners, LLC | $202.2K | 7,344 | 0.03% | 4q | -39.0%-$129.5K |
| Foundations Investment Advisors, LLC | $200.5K | 7,282 | 0.00% | new | NEW |
| Financial Network Wealth Advisors LLC | $130.5K | 4,740 | 0.13% | 7q | HELD |
| EVERMAY WEALTH MANAGEMENT LLC | $82.6K | 3,000 | 0.01% | 8q | HELD |
| BARCLAYS PLC | $66.9K | 2,430 | 0.00% | 8q | -56.3%-$86.4K |
| Allworth Financial LP | $63.4K | 2,303 | 0.00% | 4q | HELD |
| WELLS FARGO & COMPANY/MN | $55.1K | 2,000 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $46.3K | 1,683 | 0.00% | 8q | -12.8%-$6.8K |
| Capital Analysts, LLC | $28.0K | 1,027 | 0.00% | 6q | HELD |
| Noble Wealth Management PBC | $27.5K | 1,000 | 0.01% | 6q | HELD |
| DHJJ Financial Advisors, Ltd. | $14.8K | 538 | 0.00% | 4q | HELD |
| CoreCap Advisors, LLC | $14.6K | 529 | 0.00% | 4q | +1.9% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $5.5K | 200 | 0.00% | 4q | HELD |
| Aptus Capital Advisors, LLC | $5.2K | 190 | 0.00% | 4q | HELD |
