| Foundations Investment Advisors, LLC | 1,162,917 | $53.0m | 0.5% |
| RAYMOND JAMES FINANCIAL INC | 783,836 | $35.7m | 0.0% |
| Boothe Investment Group, Inc. | 754,481 | $34.4m | 10.8% |
| NewEdge Advisors, LLC | 725,049 | $33.1m | 0.1% |
| ENVESTNET ASSET MANAGEMENT INC | 705,094 | $32.1m | 0.0% |
| Seascape Capital Management | 653,229 | $29.8m | 7.1% |
| UBS Group AG | 646,329 | $29.5m | 0.0% |
| W.G. Shaheen & Associates DBA Whitney & Co | 616,118 | $28.1m | 2.1% |
| Benchmark Financial Wealth Advisors, LLC | 521,491 | $23.8m | 5.9% |
| Mariner, LLC | 493,783 | $22.5m | 0.0% |
| SilverOak Wealth Management LLC | 328,419 | $15.0m | 1.9% |
| Aptus Capital Advisors, LLC | 306,991 | $14.0m | 0.1% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 306,991 | $14.0m | 0.8% |
| Journey Advisory Group, LLC | 272,062 | $12.4m | 0.9% |
| Holcombe Financial, Inc. | 268,537 | $12.2m | 6.9% |
| Stratos Wealth Advisors, LLC | 237,611 | $10.8m | 0.6% |
| Beckerman Institutional, LLC | 235,558 | $10.7m | 5.1% |
| MML INVESTORS SERVICES, LLC | 235,493 | $10.7m | 0.0% |
| Visionary Wealth Advisors | 228,259 | $10.4m | 0.4% |
| Aprio Wealth Management, LLC | 225,713 | $10.3m | 0.5% |
| Hippocratic Financial Advisors, LLC | 201,663 | $9.2m | 3.5% |
| Cravens & Co Advisors, LLC | 188,416 | $8.6m | 5.8% |
| Landmark Wealth Management, LLC | 186,581 | $8.5m | 2.0% |
| WADDELL & ASSOCIATES, LLC | 168,588 | $7.7m | 0.4% |
| Fortis Advisors, LLC | 165,920 | $7.6m | 3.5% |