| Dynasty Wealth Management, LLC | 4,245,193 | $364.5m | 2.7% |
| JPMORGAN CHASE & CO | 2,509,713 | $211.9m | 0.0% |
| SAGESPRING WEALTH PARTNERS, LLC | 1,976,096 | $169.7m | 2.6% |
| OpenArc Corporate Advisory, LLC | 1,104,787 | $94.9m | 1.1% |
| Quotient Wealth Partners, LLC | 199,136 | $17.1m | 0.4% |
| UNIQUE WEALTH, LLC | 173,756 | $14.9m | 1.7% |
| Centerline Wealth Advisors, LLC | 131,704 | $11.3m | 3.5% |
| Mariner, LLC | 119,278 | $10.2m | 0.0% |
| Storen Legacy Partners, LLC | 90,360 | $7.8m | 2.1% |
| Cyndeo Wealth Partners, LLC | 56,650 | $4.9m | 0.2% |
| LPL Financial LLC | 31,367 | $2.7m | 0.0% |
| MORGAN STANLEY | 25,766 | $2.2m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 25,498 | $2.2m | 0.0% |
| Platform Technology Partners | 23,289 | $2.0m | 0.3% |
| ROYAL BANK OF CANADA | 18,874 | $1.6m | 0.0% |
| Cardinal Point Capital Management ULC | 17,136 | $1.5m | 0.1% |
| Focus Partners Wealth | 17,122 | $1.5m | 0.0% |
| STIFEL FINANCIAL CORP | 16,467 | $1.4m | 0.0% |
| Santori & Peters, Inc. | 15,114 | $1.3m | 0.4% |
| PUREfi Wealth, LLC | 13,834 | $1.2m | 0.7% |
| GTS SECURITIES LLC | 12,639 | $1.1m | 0.0% |
| Fairvoy Private Wealth, LLC | 12,344 | $1.1m | 0.2% |
| DecisionMap Wealth Management, LLC | 10,341 | $887,912 | 0.5% |
| Traveka Wealth, LLC | 7,228 | $620,596 | 0.2% |
| Kestra Advisory Services, LLC | 7,072 | $607,209 | 0.0% |