| RPOA Advisors, Inc. | 10,957,162 | $1.6bn | 44.7% |
| Integrated Wealth Concepts LLC | 4,874,815 | $699.0m | 3.4% |
| Bank of New York Mellon Corp | 1,798,540 | $257.9m | 0.0% |
| MORGAN STANLEY | 1,591,662 | $228.2m | 0.0% |
| SENTINEL PENSION ADVISORS, LLC | 3,089,007 | $146.6m | 19.2% |
| Aptus Capital Advisors, LLC | 815,965 | $117.0m | 0.8% |
| Wealthspire Advisors, LLC | 687,689 | $98.6m | 0.5% |
| Stadion Money Management, LLC | 574,513 | $82.2m | 7.1% |
| AMERIPRISE FINANCIAL INC | 519,190 | $74.4m | 0.0% |
| Tidal Investments LLC | 409,475 | $58.5m | 0.1% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 390,319 | $56.0m | 8.1% |
| LPL Financial LLC | 367,942 | $52.8m | 0.0% |
| ROYAL BANK OF CANADA | 324,262 | $46.5m | 0.0% |
| Zhang Financial LLC | 290,869 | $41.7m | 1.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 280,378 | $40.2m | 0.0% |
| JDM Financial Group LLC | 343,702 | $34.5m | 11.8% |
| HighTower Advisors, LLC | 211,293 | $30.3m | 0.0% |
| WealthBridge Capital Management, LLC | 155,823 | $22.3m | 4.4% |
| Kestra Advisory Services, LLC | 152,466 | $21.9m | 0.1% |
| MGO ONE SEVEN LLC | 146,767 | $21.0m | 0.3% |
| Cetera Investment Advisers | 141,380 | $20.3m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 128,639 | $18.4m | 0.0% |
| VAQUERO PRIVATE WEALTH, LTD | 126,339 | $18.1m | 3.7% |
| Carolina Wealth Advisors, LLC | 118,144 | $16.9m | 6.6% |
| Principia Wealth Advisory, LLC | 102,922 | $14.8m | 7.3% |