| Creative Planning | 2,688,178 | $199.9m | 0.1% |
| MORGAN STANLEY | 1,117,439 | $83.1m | 0.0% |
| HUNTINGTON NATIONAL BANK | 852,792 | $63.4m | 0.3% |
| JPMORGAN CHASE & CO | 369,181 | $27.4m | 0.0% |
| Cascade Financial Partners, LLC | 307,535 | $22.9m | 2.0% |
| Key Financial Inc | 306,315 | $22.8m | 3.7% |
| ROYAL BANK OF CANADA | 306,129 | $22.8m | 0.0% |
| BIP Wealth, LLC | 301,931 | $22.5m | 0.6% |
| LPL Financial LLC | 253,339 | $18.8m | 0.0% |
| BANK OF AMERICA CORP /DE/ | 201,357 | $15.0m | 0.0% |
| M&T Bank Corp | 129,343 | $9.6m | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 124,973 | $9.3m | 0.0% |
| Avidian Wealth Enterprises, LLC | 112,544 | $8.4m | 0.2% |
| Evernest Financial Advisors, LLC | 91,533 | $6.8m | 1.4% |
| Powers Advisory Group, LLC | 81,325 | $6.0m | 1.9% |
| WELLS FARGO & COMPANY/MN | 79,366 | $5.9m | 0.0% |
| UBS Group AG | 79,114 | $5.9m | 0.0% |
| MML INVESTORS SERVICES, LLC | 76,994 | $5.7m | 0.0% |
| OSAIC HOLDINGS, INC. | 73,334 | $5.5m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 67,264 | $5.0m | 0.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 63,962 | $4.8m | 0.0% |
| Cetera Investment Advisers | 61,185 | $4.5m | 0.0% |
| Rockefeller Capital Management L.P. | 54,487 | $4.1m | 0.0% |
| AMERIPRISE FINANCIAL INC | 49,115 | $3.6m | 0.0% |
| Gladstone Institutional Advisory LLC | 42,664 | $3.2m | 0.1% |