| Trilogy Capital Inc. | $62.4M | 2.75% |
| LPL Financial LLC | $10.8M | 0.00% |
| CWM, LLC | $10.7M | 0.03% |
| Tidemark, LLC | $7.5M | 1.90% |
| Kestra Advisory Services, LLC | $6.5M | 0.02% |
| JANE STREET GROUP, LLC | $4.5M | 0.00% |
| Welch Financial Planning, LLC | $4.1M | 2.93% |
| JPMORGAN CHASE & CO | $2.9M | 0.00% |
| GREENWOOD CAPITAL ASSOCIATES LLC | $1.4M | 0.16% |
| OLD MISSION CAPITAL LLC | $1.2M | 0.02% |
| STIFEL FINANCIAL CORP | $1.0M | 0.00% |
| OSAIC HOLDINGS, INC. | $802.6K | 0.00% |
| United Advisor Group, LLC | $768.3K | 0.09% |
| RAYMOND JAMES FINANCIAL INC | $491.1K | 0.00% |
| Baird Financial Group, Inc. | $358.1K | 0.00% |
| Independent Advisor Alliance | $326.3K | 0.00% |
| Stratos Wealth Partners, LTD. | $275.5K | 0.00% |
| Gateway Wealth Partners, LLC | $211.9K | 0.01% |
| WELLS FARGO & COMPANY/MN | $192.9K | 0.00% |
| Cheviot Value Management, LLC | $152.5K | 0.02% |
| IFP Advisors, Inc | $76.0K | 0.00% |
| Glass Jacobson Investment Advisors llc | $24.8K | 0.01% |
| Princeton Global Asset Management LLC | $13.7K | 0.00% |
| Rockefeller Capital Management L.P. | $9.0K | 0.00% |
| Signature Resources Capital Management, LLC | $7.5K | 0.00% |
| Farther Finance Advisors, LLC | $3.2K | 0.00% |
| Mosley Wealth Management | $826.0 | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $438.0 | 0.00% |
| MORGAN STANLEY | $52.0 | 0.00% |
| FMR LLC | $33.0 | 0.00% |