| 1 | WCG Wealth Advisors LLC | 41,529 | $2.2M | 8.79% | 2025-06-30 |
| 2 | JANE STREET GROUP, LLC | 36,257 | $1.7M | 7.67% | 2025-03-31 |
| 3 | BANK OF MONTREAL /CAN/ | 26,460 | $1.0M | 5.60% | 2024-06-30 |
| 4 | Phoenix Wealth Advisors | 18,282 | $967.3K | 3.87% | 2025-06-30 |
| 5 | Clayton Financial Group LLC | 20,136 | $952.9K | 4.26% | 2025-03-31 |
| 6 | LPL Financial LLC | 17,700 | $936.5K | 3.74% | 2025-06-30 |
| 7 | GTS SECURITIES LLC | 16,195 | $856.9K | 3.42% | 2025-06-30 |
| 8 | Equitable Holdings, Inc. | 14,976 | $792.4K | 3.17% | 2025-06-30 |
| 9 | Mariner, LLC | 12,635 | $668.5K | 2.67% | 2025-06-30 |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 12,407 | $656.4K | 2.62% | 2025-06-30 |
| 11 | Archer Investment Management, LLC | 12,092 | $639.8K | 2.56% | 2025-06-30 |
| 12 | Orion Portfolio Solutions, LLC | 13,035 | $616.8K | 2.75% | 2025-03-31 |
| 13 | GWN SECURITIES INC. | 11,216 | $563.6K | 2.37% | 2025-03-31 |
| 14 | UBS Group AG | 9,525 | $504.0K | 2.01% | 2025-06-30 |
| 15 | RAYMOND JAMES FINANCIAL INC | 9,226 | $488.2K | 1.95% | 2025-06-30 |
| 16 | Raymond James Financial Services Advisors, Inc. | 9,476 | $474.9K | 2.00% | 2024-09-30 |
| 17 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 8,753 | $463.2K | 1.85% | 2025-06-30 |
| 18 | CITADEL ADVISORS LLC | 8,557 | $452.8K | 1.81% | 2025-06-30 |
| 19 | CIBC Private Wealth Group, LLC | 8,400 | $444.5K | 1.77% | 2025-06-30 |
| 20 | ADVISOR GROUP HOLDINGS, INC. | 7,611 | $402.6K | 1.61% | 2025-09-30 |
| 21 | Brinker Capital Investments, LLC | 7,274 | $387.6K | 1.54% | 2025-09-30 |
| 22 | BOSTON FINANCIAL MANGEMENT LLC | 7,986 | $374.7K | 1.69% | 2024-12-31 |
| 23 | CAPTRUST FINANCIAL ADVISORS | 7,791 | $368.7K | 1.64% | 2025-03-31 |
| 24 | Walkner Condon Financial Advisors LLC | 6,849 | $362.4K | 1.45% | 2025-06-30 |
| 25 | Mission Creek Capital Partners, Inc. | 6,414 | $301.0K | 1.35% | 2024-12-31 |
| 26 | Focus Partners Wealth | 5,904 | $277.0K | 1.25% | 2025-03-31 |
| 27 | RETIREMENT CAPITAL STRATEGIES | 6,677 | $264.3K | 1.41% | 2023-06-30 |
| 28 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4,990 | $226.0K | 1.05% | 2024-06-30 |
| 29 | Octavia Wealth Advisors, LLC | 3,947 | $208.8K | 0.83% | 2025-06-30 |
| 30 | RAYMOND JAMES & ASSOCIATES | 5,394 | $205.2K | 1.14% | 2023-12-31 |
| 31 | MORGAN STANLEY | 2,298 | $121.6K | 0.48% | 2025-06-30 |
| 32 | Key Financial Inc | 1,572 | $83.2K | 0.33% | 2025-06-30 |
| 33 | North Star Investment Management Corp. | 1,325 | $70.1K | 0.28% | 2025-06-30 |
| 34 | Ameritas Investment Partners, Inc. | 1,349 | $63.8K | 0.28% | 2025-03-31 |
| 35 | Custom Portfolio Group LLC | 1,325 | $61.9K | 0.28% | 2024-06-30 |
| 36 | TCI Wealth Advisors, Inc. | 1,296 | $51.3K | 0.27% | 2023-06-30 |
| 37 | WFA of San Diego, LLC | 686 | $34.4K | 0.14% | 2024-09-30 |
| 38 | GPS Wealth Strategies Group, LLC | 474 | $25.1K | 0.10% | 2025-06-30 |
| 39 | OLD MISSION CAPITAL LLC | 670 | $24.6K | 0.14% | 2023-03-31 |
| 40 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 475 | $18.8K | 0.10% | 2023-06-30 |
| 41 | Parallel Advisors, LLC | 320 | $16.9K | 0.06% | 2025-06-30 |
| 42 | OARSMAN CAPITAL, INC. | 344 | $16.1K | 0.07% | 2024-12-31 |
| 43 | Global Retirement Partners, LLC | 303 | $16.1K | 0.06% | 2025-09-30 |
| 44 | Royal Bank of Canada | 300 | $14.0K | 0.06% | 2024-12-31 |
| 45 | FMR LLC | 211 | $11.2K | 0.04% | 2025-06-30 |
| 46 | US BANCORP \DE\ | 79 | $4.0K | 0.01% | 2024-09-30 |
| 47 | Plante Moran Financial Advisors, LLC | 93 | $3.7K | 0.01% | 2023-06-30 |
| 48 | Smartleaf Asset Management LLC | 68 | $3.6K | 0.01% | 2025-06-30 |
| 49 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 50 | $2.3K | 0.01% | 2024-06-30 |
| 50 | Advisory Services Network, LLC | 44 | $1.7K | 0.00% | 2023-06-30 |
| 51 | Steward Partners Investment Advisory, LLC | 24 | $1.3K | 0.00% | 2025-06-30 |
| 52 | Harel Insurance Investments & Financial Services Ltd. | 21,291 | $1.1K | 4.50% | 2025-06-30 |
| 53 | NATURAL INVESTMENTS, LLC | 19,144 | $1.0K | 4.05% | 2025-06-30 |
| 54 | WOLFF WIESE MAGANA LLC | 12 | $635 | 0.00% | 2025-06-30 |
| 55 | Colorado Capital Management, Inc. | 12,087 | $614 | 2.55% | 2025-12-31 |
| 56 | Tradewinds Capital Management, LLC | 10 | $492 | 0.00% | 2025-03-31 |
| 57 | COLONY GROUP LLC | 12,913 | $475 | 2.73% | 2023-03-31 |
| 58 | Virtu Financial LLC | 7,699 | $364 | 1.63% | 2025-03-31 |
| 59 | U.S. Capital Wealth Advisors, LLC | 8 | $299 | 0.00% | 2023-03-31 |
| 60 | Cambridge Investment Research Advisors, Inc. | 3,995 | $211 | 0.84% | 2025-06-30 |
| 61 | CWM, LLC | 1,390 | $74 | 0.29% | 2025-09-30 |
| 62 | WELLS FARGO & COMPANY/MN | 1 | $73 | 0.00% | 2025-06-30 |
| 63 | Financial Network Wealth Management LLC | 949 | $44 | 0.20% | 2025-03-31 |
| 64 | NBC SECURITIES, INC. | 730 | $38 | 0.15% | 2025-06-30 |
| 65 | JPMORGAN CHASE & CO | 680 | $25 | 0.14% | 2023-03-31 |
| 66 | HAZLETT, BURT & WATSON, INC. | 367 | $19 | 0.07% | 2025-06-30 |
| 67 | Baystate Wealth Management LLC | 0 | $0 | 0.00% | 2023-12-31 |
| 68 | Hanson & Doremus Investment Management | 9 | $0 | 0.00% | 2024-09-30 |
| 69 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |