| Belpointe Asset Management LLC | 219,217 | -87,150 | $14.3M | -$5.4M | -28.4% |
| Fountainhead AM, LLC | 373 | -61,993 | $24.3K | -$4.0M | -99.4% |
| Mariner, LLC | 17,489 | -4,390 | $1.1M | -$262.9K | -20.1% |
| Precision Wealth Strategies, LLC | 246,962 | 0 | $16.1M | +$254.4K | 0.0% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 248,081 | -699 | $16.1M | +$210.8K | -0.3% |
| CITADEL ADVISORS LLC | 4,302 | -1,506 | $279.8K | -$92.0K | -25.9% |
| KINGSWOOD WEALTH ADVISORS, LLC | 4,278 | -1,059 | $278.2K | -$63.4K | -19.8% |
| BANK OF AMERICA CORP /DE/ | 1,504 | -1,000 | $97.8K | -$62.5K | -39.9% |
| SMART Wealth LLC | 4,937 | -1,019 | $321.1K | -$60.1K | -17.1% |
| OSAIC HOLDINGS, INC. | 56,347 | 0 | $3.7M | +$58.0K | 0.0% |
| Foundations Investment Advisors, LLC | 6,052 | -845 | $393.6K | -$47.8K | -12.3% |
| UBS Group AG | 4,248 | -702 | $276.2K | -$40.6K | -14.2% |
| WEALTH ALLIANCE, LLC | 28,474 | 0 | $1.9M | +$29.3K | 0.0% |
| Brookwood Investment Group LLC | 29,835 | -41 | $1.9M | +$28.1K | -0.1% |
| Rockefeller Capital Management L.P. | 18,360 | 0 | $1.2M | +$18.9K | 0.0% |
| LPL Financial LLC | 16,478 | 0 | $1.1M | +$17.0K | 0.0% |
| U.S. Capital Wealth Advisors, LLC | 15,890 | 0 | $1.0M | +$16.4K | 0.0% |
| Keystone Wealth Services, LLC | 15,558 | 0 | $1.0M | +$16.0K | 0.0% |
| Mutual Advisors, LLC | 7,500 | 0 | $487.7K | +$14.5K | 0.0% |
| B.O.S.S. Retirement Advisors, LLC | 15,096 | -45 | $981.7K | +$12.7K | -0.3% |
| Kestra Advisory Services, LLC | 10,539 | 0 | $685.4K | +$10.9K | 0.0% |
| Robertson Stephens Wealth Management, LLC | 21,203 | -221 | $1.4M | +$7.7K | -1.0% |
| BROWN ADVISORY INC | 5,611 | 0 | $364.9K | +$5.8K | 0.0% |
| Outlook Wealth Advisors, LLC | 4,996 | 0 | $324.9K | +$5.1K | 0.0% |
| Texas Yale Capital Corp. | 4,200 | 0 | $273.1K | +$4.3K | 0.0% |
| Fulton Bank, N.A. | 4,060 | 0 | $264.0K | +$4.2K | 0.0% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 3,935 | 0 | $255.9K | +$4.1K | 0.0% |
| Abound Wealth Management | 3,645 | 0 | $237.0K | +$3.8K | 0.0% |
| Integrated Advisors Network LLC | 3,350 | 0 | $217.9K | +$3.5K | 0.0% |
| AE Wealth Management LLC | 3,280 | 0 | $213.3K | +$3.4K | 0.0% |
| REAP Financial Group, LLC | 4,504 | -30 | $292.9K | +$2.7K | -0.7% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,869 | -38 | $316.6K | +$2.5K | -0.8% |
| EASTERN BANK | 593 | 0 | $38.6K | +$611 | 0.0% |
| Cambridge Investment Research Advisors, Inc. | 13,080 | 0 | $851 | +$14 | 0.0% |
| Royal Bank of Canada | 5 | 0 | $0 | $0 | 0.0% |