| Polaris Wealth Advisory Group, LLC | -- | Sep 30, 23 | -3.69K | -- |
| Intercontinental Wealth Advisors, LLC | 8.65K | Jun 30, 23 | -- | 0.39% |
| American Portfolios Advisors | 1.09K | Sep 30, 22 | +1.09K | 0.05% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -1.55K | -- |
| Vontobel Swiss Wealth Advisors AG | 4.30K | Jun 30, 21 | +438 | 0.20% |
| OLD MISSION CAPITAL, LLC | 9.04K | Dec 31, 20 | +9.04K | 0.41% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 18.71K | Dec 31, 19 | -20.61K | 0.85% |
| Advisor Group, Inc. | 5.72K | Dec 31, 19 | -496 | 0.26% |
| BOSTON ADVISORS LLC | 6.65K | Sep 30, 19 | -175 | 0.30% |
| BB&T SECURITIES, LLC | 6.40K | Sep 30, 19 | -240 | 0.29% |
| BB&T INVESTMENT SERVICES, INC. | 1.09K | Dec 31, 17 | -- | 0.05% |
| WealthShield, LLC | 232 | Dec 31, 17 | +232 | 0.01% |
| Commonwealth Equity Services, Inc | 39.73K | Jun 30, 17 | +1.12K | 1.81% |
| Independent Portfolio Consultants, Inc. | 1.87K | Jun 30, 17 | +620 | 0.08% |
| Braver Wealth Management, LLC | 51.03K | Dec 31, 16 | -2.12K | 2.32% |
| MSI Financial Services Inc | 11.12K | Dec 31, 16 | -6.32K | 0.51% |
| Lombard Odier Transatlantic Ltd | 65.00K | Sep 30, 16 | -- | 2.95% |
| SOCIETE GENERALE | 186.90K | Jun 30, 16 | +186.90K | 8.50% |
| Gupta Wealth Management LLC | 2.99K | Mar 31, 16 | -311 | 0.14% |
| Pinnacle Summer Investments, Inc. | -- | Dec 31, 15 | -250 | -- |
| J.P. Turner & Co Capital Mnagement, LLC | 19.95K | Sep 30, 15 | +19.95K | 0.91% |
| MID CONTINENT CAPITAL LLC/IL | 8.18K | Sep 30, 15 | +775 | 0.37% |
| MANAGED ACCOUNT ADVISORS LLC | 1.81K | Jun 30, 15 | +566 | 0.08% |
| BAIRD ROBERT W & CO INC /WI/ | 5.00K | Mar 31, 15 | +5.00K | 0.23% |
| Keel Point Advisors, LLC | 5.34K | Dec 31, 14 | +5.34K | 0.24% |
| NEW ENGLAND SECURITIES CORP /MA/ | 300 | Dec 31, 14 | -590 | 0.01% |
| Placemark Investments, Inc. | -- | Dec 31, 14 | -47.89K | -- |
| UBS AG | 1.11M | Sep 30, 14 | -667.62K | 50.67% |
| STIFEL NICOLAUS & CO INC \MO\ | 39.81K | Sep 30, 13 | +39.81K | 1.81% |
| RBC Phillips, Hager & North Investment Counsel Inc. | 300 | Sep 30, 09 | -- | 0.01% |