| AE Wealth Management LLC | 6,527,797 | $270.3m | 1.3% |
| MORGAN STANLEY | 2,802,723 | $116.1m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 2,065,939 | $85.6m | 0.0% |
| AMERICAN CENTURY COMPANIES INC | 1,570,423 | $65.0m | 0.0% |
| Verus Financial Partners, Inc. | 1,555,647 | $64.4m | 5.5% |
| Janney Montgomery Scott LLC | 1,453,103 | $60.2m | 0.1% |
| Simplicity Wealth,LLC | 1,283,956 | $53.2m | 1.8% |
| GREAT VALLEY ADVISOR GROUP, INC. | 1,151,126 | $47.7m | 0.8% |
| REGATTA CAPITAL GROUP, LLC | 865,475 | $35.8m | 4.8% |
| BCR Wealth Strategies, LLC | 853,777 | $35.4m | 9.9% |
| Echo Wealth Management, LLC | 828,460 | $34.3m | 17.5% |
| LPL Financial LLC | 811,747 | $33.6m | 0.0% |
| Pacific Life Fund Advisors LLC | 754,164 | $31.2m | 3.4% |
| PARK AVENUE SECURITIES LLC | 708,154 | $29.3m | 0.2% |
| Allegiance Financial Group Advisory Services LLC | 683,919 | $28.3m | 4.9% |
| Hill Investment Group Partners, LLC | 667,155 | $27.6m | 2.8% |
| RAYMOND JAMES FINANCIAL INC | 651,414 | $27.0m | 0.0% |
| Highland Financial Advisors, LLC | 594,740 | $24.6m | 5.4% |
| Centennial Wealth Advisory LLC | 553,222 | $22.9m | 4.9% |
| ROYAL BANK OF CANADA | 526,744 | $21.8m | 0.0% |
| AXXCESS WEALTH MANAGEMENT, LLC | 526,067 | $21.8m | 0.3% |
| Creative Planning | 521,414 | $21.6m | 0.0% |
| LexAurum Advisors, LLC | 514,015 | $21.3m | 2.5% |
| Garrett Wealth Advisory Group, LLC | 497,752 | $20.6m | 3.2% |
| TRUIST FINANCIAL CORP | 417,865 | $17.3m | 0.0% |