| Compass Advisory Group LLC | 845,513 | $32.2m | 7.7% |
| Allworth Financial LP | 665,968 | $25.4m | 0.1% |
| Long Island Wealth Management, Inc. | 515,972 | $19.6m | 8.1% |
| BLAIR WILLIAM & CO/IL | 311,570 | $11.9m | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 188,091 | $7.2m | 0.0% |
| OSAIC HOLDINGS, INC. | 157,147 | $6.0m | 0.0% |
| BIP Wealth, LLC | 137,378 | $5.2m | 0.1% |
| Cornerstone Wealth, LLC/TN | 129,197 | $4.9m | 2.5% |
| US BANCORP \DE\ | 115,514 | $4.4m | 0.0% |
| AdvisorNet Financial, Inc | 110,939 | $4.2m | 0.2% |
| RED CRANE WEALTH MANAGEMENT, LLC | 108,402 | $4.1m | 3.0% |
| Cetera Investment Advisers | 105,814 | $4.0m | 0.0% |
| HighTower Advisors, LLC | 101,192 | $3.9m | 0.0% |
| JDM Financial Group LLC | 82,524 | $3.1m | 1.1% |
| BFI Wealth Solutions, LLC | 79,010 | $3.0m | 2.2% |
| LPL Financial LLC | 73,936 | $2.8m | 0.0% |
| INDEPENDENT FINANCIAL GROUP, LLC | 73,010 | $2.8m | 0.1% |
| ENVESTNET ASSET MANAGEMENT INC | 71,544 | $2.7m | 0.0% |
| WPWealth LLP | 58,977 | $2.2m | 0.3% |
| My Personal CFO, LLC | 56,629 | $2.2m | 0.8% |
| Global Strategic Investment Solutions, LLC | 55,734 | $2.1m | 0.2% |
| Signal Advisors Wealth, LLC | 51,059 | $1.9m | 0.1% |
| Advus Financial Partners, LLC | 51,020 | $1.9m | 0.4% |
| PFG Advisors | 44,527 | $1.7m | 0.1% |
| Triad Wealth Partners, LLC | 42,968 | $1.7m | 0.1% |