| Goldstone Financial Group, LLC | 338,741 | $19.9m | 1.8% |
| JPMORGAN CHASE & CO | 240,806 | $14.1m | 0.0% |
| Waverly Advisors, LLC | 237,226 | $14.0m | 0.1% |
| AMERIPRISE FINANCIAL INC | 180,446 | $10.6m | 0.0% |
| Empowered Funds, LLC | 172,322 | $10.1m | 0.1% |
| Ignite Planners, LLC | 84,960 | $5.0m | 0.7% |
| WELLS FARGO & COMPANY/MN | 57,649 | $3.4m | 0.0% |
| HSBC HOLDINGS PLC | 49,167 | $2.9m | 0.0% |
| DAYMARK WEALTH PARTNERS, LLC | 41,261 | $2.4m | 0.1% |
| 5T Wealth, LLC | 41,242 | $2.4m | 0.9% |
| 3Chopt Investment Partners, LLC | 38,369 | $2.3m | 0.4% |
| SHP Wealth Management | 35,499 | $2.1m | 0.1% |
| Camarda Financial Advisors, LLC | 34,810 | $2.0m | 0.6% |
| Composition Wealth, LLC | 32,475 | $1.9m | 0.0% |
| Creative Planning | 31,850 | $1.9m | 0.0% |
| Darwin Wealth Management, LLC | 30,379 | $1.8m | 0.5% |
| AXXCESS WEALTH MANAGEMENT, LLC | 30,380 | $1.8m | 0.0% |
| CITADEL ADVISORS LLC | 29,158 | $1.7m | 0.0% |
| LPL Financial LLC | 28,417 | $1.7m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 26,578 | $1.6m | 0.0% |
| LifeGoal Investments, LLC | 24,288 | $1.4m | 0.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | 16,473 | $968,780 | 0.0% |
| Rockefeller Capital Management L.P. | 16,363 | $962,388 | 0.0% |
| NewEdge Advisors, LLC | 15,568 | $915,603 | 0.0% |
| Modern Wealth Management, LLC | 15,136 | $890,150 | 0.0% |