| Dynasty Wealth Management, LLC | 4,858,060 | $244.5m | 1.8% |
| JPMORGAN CHASE & CO | 3,474,045 | $175.5m | 0.0% |
| SAGESPRING WEALTH PARTNERS, LLC | 2,363,407 | $118.9m | 1.8% |
| OpenArc Corporate Advisory, LLC | 1,735,603 | $87.3m | 1.0% |
| NewEdge Advisors, LLC | 1,691,938 | $85.1m | 0.3% |
| BANK OF AMERICA CORP /DE/ | 844,816 | $42.5m | 0.0% |
| Weil Company, Inc. | 654,030 | $32.9m | 5.8% |
| Pinnacle Financial Partners, Inc. | 595,225 | $30.0m | 0.2% |
| Arkadios Wealth Advisors | 414,827 | $20.9m | 0.3% |
| CFS Investment Advisory Services, LLC | 325,235 | $16.3m | 1.1% |
| Redhawk Wealth Advisors, Inc. | 273,252 | $13.8m | 1.4% |
| OSAIC HOLDINGS, INC. | 267,544 | $13.5m | 0.0% |
| Centerline Wealth Advisors, LLC | 267,533 | $13.5m | 4.2% |
| WETZEL INVESTMENT ADVISORS, INC. | 253,283 | $12.7m | 4.4% |
| Forthright Family Wealth Advisory LLC | 247,494 | $12.5m | 7.0% |
| RFG - Bristol Wealth Advisors, LLC | 232,432 | $11.7m | 2.8% |
| RAYMOND JAMES FINANCIAL INC | 223,094 | $11.2m | 0.0% |
| UNIQUE WEALTH, LLC | 194,252 | $9.8m | 1.1% |
| WEALTH ALLIANCE, LLC | 183,075 | $9.2m | 0.8% |
| Storen Legacy Partners, LLC | 175,613 | $8.8m | 2.4% |
| May Hill Capital, LLC | 152,846 | $7.7m | 1.6% |
| MML INVESTORS SERVICES, LLC | 122,500 | $6.2m | 0.0% |
| SWP FINANCIAL LLC | 116,173 | $5.8m | 2.7% |
| R2 Capital Strategies, LLC | 112,260 | $5.6m | 2.6% |
| BETO FINANCIAL GROUP, LLC | 108,250 | $5.4m | 2.8% |