| OxenFree Capital LLC | 941,766 | $45.5m | 20.9% |
| RAYMOND JAMES FINANCIAL INC | 641,933 | $31.0m | 0.0% |
| UPTICK PARTNERS, LLC | 585,228 | $28.3m | 4.4% |
| TRUIST FINANCIAL CORP | 490,861 | $23.7m | 0.0% |
| United Advisor Group, LLC | 391,287 | $18.9m | 2.0% |
| STIFEL FINANCIAL CORP | 380,950 | $18.4m | 0.0% |
| Kestra Advisory Services, LLC | 306,494 | $14.8m | 0.0% |
| JONES FINANCIAL COMPANIES LLLP | 292,430 | $13.8m | 0.0% |
| LPL Financial LLC | 278,725 | $13.5m | 0.0% |
| Weaver Capital Management LLC | 277,643 | $11.7m | 2.6% |
| Ethos Financial Group, LLC | 233,512 | $11.3m | 0.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | 210,916 | $10.2m | 0.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 186,785 | $9.0m | 0.0% |
| Ascent Advisors, LLC | 179,376 | $8.7m | 10.0% |
| SECURED RETIREMENT ADVISORS, LLC | 179,003 | $8.6m | 4.4% |
| Foundations Investment Advisors, LLC | 178,599 | $8.6m | 0.1% |
| Sage Capital Management, LLC | 155,447 | $7.5m | 2.9% |
| Hegarty Advisors, LLC | 151,992 | $7.3m | 5.1% |
| ROYAL BANK OF CANADA | 148,444 | $7.2m | 0.0% |
| Essex Financial Services, Inc. | 148,241 | $7.2m | 0.4% |
| ENVESTNET ASSET MANAGEMENT INC | 138,770 | $6.7m | 0.0% |
| Cetera Investment Advisers | 134,598 | $6.5m | 0.0% |
| BANK OF AMERICA CORP /DE/ | 117,920 | $5.7m | 0.0% |
| UBS Group AG | 109,811 | $5.3m | 0.0% |
| Fairman Group, LLC | 108,020 | $5.2m | 4.1% |