| 1 | San Luis Wealth Advisors LLC | 1,376,107 | $37.3M | 59.02% | 2025-12-31 |
| 2 | Arrowroot Family Office, LLC | 284,997 | $7.7M | 12.22% | 2025-12-31 |
| 3 | Empire Financial Management Company, LLC | 192,639 | $5.2M | 8.26% | 2025-12-31 |
| 4 | Andina Capital Management, LLC | 117,369 | $3.2M | 5.03% | 2025-12-31 |
| 5 | NorthRock Partners, LLC | 108,919 | $3.0M | 4.67% | 2025-12-31 |
| 6 | Avestar Capital, LLC | 57,725 | $1.6M | 2.47% | 2025-12-31 |
| 7 | Mutual Advisors, LLC | 47,505 | $1.3M | 2.03% | 2025-12-31 |
| 8 | MONEY CONCEPTS CAPITAL CORP | 41,656 | $1.1M | 1.78% | 2025-12-31 |
| 9 | OLD MISSION CAPITAL LLC | 40,888 | $1.1M | 1.75% | 2025-09-30 |
| 10 | Royal Bank of Canada | 26,468 | $717.0K | 1.13% | 2025-12-31 |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,922 | $566.7K | 0.89% | 2025-12-31 |
| 12 | IFP Advisors, Inc | 244 | $6.6K | 0.01% | 2025-12-31 |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 176 | $4.9K | 0.00% | 2024-03-31 |
| 14 | Ritter Daniher Financial Advisory LLC / DE | 109 | $3.0K | 0.00% | 2025-12-31 |
| 15 | PFG Private Wealth Management, LLC | 105 | $2.8K | 0.00% | 2024-06-30 |
| 16 | Tower Research Capital LLC (TRC) | 96 | $2.7K | 0.00% | 2024-03-31 |
| 17 | JPMORGAN CHASE & CO | 50 | $1.4K | 0.00% | 2025-12-31 |
| 18 | UBS Group AG | 22 | $596 | 0.00% | 2025-12-31 |
| 19 | CoreCap Advisors, LLC | 18 | $488 | 0.00% | 2025-12-31 |
| 20 | AE Wealth Management LLC | 16 | $433 | 0.00% | 2025-12-31 |
| 21 | Industrial Alliance Investment Management Inc. | 15,262 | $411 | 0.65% | 2024-06-30 |
| 22 | MORGAN STANLEY | 5 | $135 | 0.00% | 2025-12-31 |
| 23 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |