| 1 | TrueMark Investments, LLC | 179,641 | $7.5M | 25.31% | 2025-06-30 |
| 2 | AE Wealth Management LLC | 114,428 | $4.8M | 16.12% | 2025-06-30 |
| 3 | Valtinson Bruner Financial Planning LLC | 71,989 | $3.0M | 10.14% | 2025-06-30 |
| 4 | Lloyd Advisory Services, LLC. | 37,751 | $1.6M | 5.32% | 2025-06-30 |
| 5 | First Capital Advisors Group, LLC. | 45,464 | $1.5M | 6.40% | 2023-09-30 |
| 6 | B.O.S.S. Retirement Advisors, LLC | 21,873 | $916.9K | 3.08% | 2025-06-30 |
| 7 | OLD MISSION CAPITAL LLC | 16,092 | $624.9K | 2.26% | 2025-03-31 |
| 8 | Elevated Capital Advisors, LLC | 15,115 | $587.0K | 2.13% | 2025-06-30 |
| 9 | HOWARD BAILEY SECURITIES, LLC | 11,754 | $492.7K | 1.65% | 2025-12-31 |
| 10 | ADVISOR GROUP HOLDINGS, INC. | 11,669 | $489.3K | 1.64% | 2025-09-30 |
| 11 | Weaver Consulting Group | 14,775 | $468.1K | 2.08% | 2023-06-30 |
| 12 | Kestra Advisory Services, LLC | 11,979 | $379.5K | 1.68% | 2023-06-30 |
| 13 | Great Lakes Retirement, Inc. | 7,271 | $304.8K | 1.02% | 2025-06-30 |
| 14 | Authentikos Wealth Advisory, LLC | 6,277 | $252.2K | 0.88% | 2024-12-31 |
| 15 | INSIGHT 2811, INC. | 5,961 | $249.9K | 0.84% | 2025-06-30 |
| 16 | CITADEL ADVISORS LLC | 5,913 | $247.9K | 0.83% | 2025-06-30 |
| 17 | LifeWealth Investments, LLC | 5,846 | $245.1K | 0.82% | 2025-12-31 |
| 18 | Atria Wealth Solutions, Inc. | 5,204 | $212.4K | 0.73% | 2024-09-30 |
| 19 | LINCOLN NATIONAL CORP | 5,480 | $206.3K | 0.77% | 2024-03-31 |
| 20 | JPMORGAN CHASE & CO | 3,488 | $146.2K | 0.49% | 2025-06-30 |
| 21 | BlackRock, Inc. | 840 | $32.6K | 0.11% | 2025-03-31 |
| 22 | Castleview Partners, LLC | 840 | $28.3K | 0.11% | 2023-09-30 |
| 23 | Spire Wealth Management | 610 | $25.6K | 0.08% | 2025-06-30 |
| 24 | UBS Group AG | 537 | $22.5K | 0.07% | 2025-06-30 |
| 25 | Quest 10 Wealth Builders, Inc. | 458 | $19.2K | 0.06% | 2025-09-30 |
| 26 | Transce3nd, LLC | 421 | $17.6K | 0.05% | 2025-06-30 |
| 27 | Lord & Richards Wealth Management, LLC | 410 | $15.9K | 0.05% | 2025-03-31 |
| 28 | Park Square Financial Group, LLC | 270 | $11.3K | 0.03% | 2025-06-30 |
| 29 | DHJJ Financial Advisors, Ltd. | 222 | $9.3K | 0.03% | 2025-06-30 |
| 30 | Coppell Advisory Solutions LLC | 126 | $5.1K | 0.01% | 2024-12-31 |
| 31 | Decker Retirement Planning Inc. | 72 | $3.0K | 0.01% | 2025-06-30 |
| 32 | OLIVER LAGORE VANVALIN INVESTMENT GROUP | 65 | $2.1K | 0.00% | 2023-12-31 |
| 33 | WEDBUSH SECURITIES INC | 48,579 | $2.0K | 6.84% | 2025-06-30 |
| 34 | Sound Income Strategies, LLC | 51 | $1.9K | 0.00% | 2024-03-31 |
| 35 | SkyView Investment Advisors, LLC | 45,464 | $1.5K | 6.40% | 2023-09-30 |
| 36 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 27 | $1.1K | 0.00% | 2024-09-30 |
| 37 | Richard W. Paul & Associates, LLC | 21 | $882 | 0.00% | 2025-06-30 |
| 38 | Global Retirement Partners, LLC | 18 | $750 | 0.00% | 2025-06-30 |
| 39 | Pineridge Advisors LLC | 7 | $300 | 0.00% | 2025-06-30 |
| 40 | Capital A Wealth Management, LLC | 8 | $278 | 0.00% | 2025-09-30 |
| 41 | COMMONWEALTH EQUITY SERVICES, LLC | 7,433 | $243 | 1.04% | 2023-12-31 |
| 42 | LaSalle St. Investment Advisors, LLC | 5,133 | $215 | 0.72% | 2025-06-30 |
| 43 | TUCKER ASSET MANAGEMENT LLC | 4 | $139 | 0.00% | 2024-03-31 |
| 44 | FMR LLC | 1 | $41 | 0.00% | 2024-09-30 |
| 45 | CWM, LLC | 5 | $0 | 0.00% | 2025-03-31 |
| 46 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |