| HBK Sorce Advisory LLC | 4,498,358 | $384.9m | 7.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 352,093 | $29.3m | 0.0% |
| Wealthquest Corp | 242,157 | $19.9m | 1.3% |
| CURIO WEALTH, LLC | 127,323 | $10.5m | 3.2% |
| Chicago Partners Investment Group LLC | 104,531 | $8.5m | 0.2% |
| Elite Life Management LLC | 86,039 | $7.4m | 8.6% |
| Medallion Wealth Advisors, LLC | 47,862 | $3.9m | 1.2% |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 44,209 | $3.8m | 2.3% |
| GOLDMAN SACHS GROUP INC | 28,394 | $2.3m | 0.0% |
| M Holdings Securities, Inc. | 26,427 | $2.2m | 0.3% |
| LPL Financial LLC | 20,110 | $1.7m | 0.0% |
| First Financial Group Corp | 18,470 | $1.5m | 1.1% |
| CITADEL ADVISORS LLC | 16,773 | $1.4m | 0.0% |
| WPWealth LLP | 16,590 | $1.4m | 0.2% |
| Vantage Point Financial LLC | 12,221 | $1.0m | 0.3% |
| BDFS Capital LLC | 10,199 | $838,676 | 0.4% |
| Pinion Investment Advisors, LLC | 10,022 | $824,134 | 0.2% |
| CARY STREET PARTNERS FINANCIAL LLC | 9,862 | $810,983 | 0.0% |
| American Investment Services, Inc. | 8,180 | $672,683 | 0.1% |
| EWA, LLC | 8,148 | $669,998 | 0.1% |
| Northwest Bancshares, Inc. | 5,883 | $483,774 | 0.1% |
| Haverford Trust Co | 4,983 | $409,765 | 0.0% |
| Farther Finance Advisors, LLC | 4,921 | $404,666 | 0.0% |
| Wealth Enhancement Trust Services, Inc. | 4,739 | $389,700 | 0.0% |
| Rockwood Wealth Management, LLC | 3,983 | $327,533 | 0.0% |