| Royal Bank of Canada | 517,085 | -518,026 | $9.8M | -$6.6M | -50.0% |
| Smith Asset Management Co., LLC | 117,060 | -119,805 | $2.2M | -$1.8M | -50.6% |
| MATRIX PRIVATE CAPITAL GROUP LLC | 13,800 | -33,656 | $261.4K | -$614.7K | -70.9% |
| UBS Group AG | 124,182 | -34,669 | $2.4M | -$580.4K | -21.8% |
| RAYMOND JAMES FINANCIAL INC | 1,182,931 | -2,999 | $22.4M | +$512.4K | -0.3% |
| Creative Planning | 10,118 | -10,150 | $191.6K | -$182.5K | -50.1% |
| Samalin Investment Counsel, LLC | 81,749 | -10,537 | $1.5M | -$155.3K | -11.4% |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 291,930 | 0 | $5.5M | +$140.1K | 0.0% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 110,374 | -6,755 | $2.1M | -$71.7K | -5.8% |
| Sage Capital Advisors,llc | 17,843 | -3,950 | $337.9K | -$64.3K | -18.1% |
| WESPAC Advisors, LLC | 23,777 | -4,041 | $450.3K | -$63.2K | -14.5% |
| BANK OF AMERICA CORP /DE/ | 188,495 | -2,541 | $3.6M | +$43.6K | -1.3% |
| AlphaCore Capital LLC | 39,738 | -3,347 | $752.6K | -$42.7K | -7.8% |
| AE Wealth Management LLC | 43,942 | -3,269 | $832.3K | -$39.3K | -6.9% |
| Atlantic Union Bankshares Corp | 7,396 | -2,238 | $140.1K | -$37.8K | -23.2% |
| Triumph Capital Management | 43,477 | -2,965 | $823.5K | -$33.9K | -6.4% |
| Baird Financial Group, Inc. | 64,307 | -2,710 | $1.2M | -$19.2K | -4.0% |
| Cyndeo Wealth Partners, LLC | 38,308 | 0 | $725.6K | +$18.4K | 0.0% |
| Steward Partners Investment Advisory, LLC | 22,630 | -1,462 | $428.6K | -$16.1K | -6.1% |
| Abel Hall, LLC | 33,000 | 0 | $625.0K | +$15.8K | 0.0% |
| TRUST CO OF VERMONT | 26 | -842 | $492 | -$15.5K | -97.0% |
| Sage Capital Management, LLC | 60,044 | -813 | $1.1M | +$14.0K | -1.3% |
| Rockefeller Capital Management L.P. | 29,020 | 0 | $549.6K | +$13.9K | 0.0% |
| Pinnacle Bancorp, Inc. | 205 | -709 | $3.9K | -$13.0K | -77.6% |
| FIRST TRUST ADVISORS LP | 102,628 | -3,365 | $1.9M | -$12.9K | -3.2% |
| Compound Planning, Inc. | 21,227 | 0 | $402.0K | +$10.2K | 0.0% |
| Capital Investment Advisory Services, LLC | 17,650 | 0 | $334.3K | +$8.5K | 0.0% |
| CIBC Private Wealth Group LLC | 303 | -397 | $5.7K | -$7.2K | -56.7% |
| GOLDMAN SACHS GROUP INC | 12,517 | 0 | $237.1K | +$6.0K | 0.0% |
| ASHTON THOMAS SECURITIES, LLC | 10,880 | 0 | $206.1K | +$5.2K | 0.0% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 33,658 | -600 | $637.5K | +$5.1K | -1.8% |
| HighTower Advisors, LLC | 17,620 | -267 | $333.7K | +$3.5K | -1.5% |
| Truvestments Capital LLC | 764 | -204 | $14.5K | -$3.4K | -21.1% |
| ROTHSCHILD INVESTMENT LLC | 6,049 | 0 | $114.6K | +$2.9K | 0.0% |
| EverSource Wealth Advisors, LLC | 5,000 | 0 | $94.7K | +$2.4K | 0.0% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 2,024 | 0 | $39.5K | +$2.1K | 0.0% |
| Costello Asset Management, INC | 2,443 | -178 | $46.3K | -$2.1K | -6.8% |
| Cullen/Frost Bankers, Inc. | 4,397 | 0 | $83.3K | +$2.1K | 0.0% |
| COMERICA BANK | 6,763 | -67 | $128.1K | +$2.0K | -1.0% |
| SOA Wealth Advisors, LLC. | 3,271 | 0 | $62.0K | +$1.6K | 0.0% |
| North Star Investment Management Corp. | 2,674 | 0 | $50.6K | +$1.3K | 0.0% |
| Sunbelt Securities, Inc. | 1,883 | 0 | $35.7K | +$904 | 0.0% |
| Millstone Evans Group, LLC | 1,880 | 0 | $35.6K | +$902 | 0.0% |
| World Investment Advisors | 48,962 | -813 | $918.0K | -$882 | -1.6% |
| BROWN, LISLE/CUMMINGS, INC. | 1,656 | 0 | $31.4K | +$795 | 0.0% |
| Farther Finance Advisors, LLC | 1,000 | 0 | $18.9K | +$480 | 0.0% |
| Founders Capital Management | 1,000 | 0 | $18.9K | +$480 | 0.0% |
| Key Financial Inc | 1,166 | 0 | $22.1K | +$408 | 0.0% |
| MONTAG A & ASSOCIATES INC | 540 | 0 | $10.2K | +$259 | 0.0% |
| Spire Wealth Management | 535 | 0 | $10.1K | +$257 | 0.0% |
| Mountain Hill Investment Partners Corp. | 500 | 0 | $9.5K | +$240 | 0.0% |
| JPMORGAN CHASE & CO | 353 | 0 | $6.7K | +$170 | 0.0% |
| CITIGROUP INC | 293 | 0 | $5.5K | +$140 | 0.0% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 245 | 0 | $4.6K | +$118 | 0.0% |
| ASSETMARK, INC | 204 | -9 | $3.9K | -$68 | -4.2% |
| Gen-Wealth Partners Inc | 95 | 0 | $1.8K | +$45 | 0.0% |
| COHEN & STEERS, INC. | 89,573 | 0 | $1.7K | +$43 | 0.0% |
| Geneos Wealth Management Inc. | 72 | 0 | $1.4K | +$35 | 0.0% |
| Cambridge Investment Research Advisors, Inc. | 79,517 | -1,188 | $1.5K | +$16 | -1.5% |
| Quent Capital, LLC | 12 | 0 | $227 | +$5 | 0.0% |
| Sound Income Strategies, LLC | 4 | 0 | $75 | -$1 | 0.0% |
| JFS WEALTH ADVISORS, LLC | 3 | 0 | $57 | +$1 | 0.0% |
| Addison Advisors LLC | 1 | 0 | $19 | $0 | 0.0% |
| BESSEMER GROUP INC | 13 | 0 | $0 | $0 | 0.0% |