| Koss-Olinger Consulting, LLC | 1,075,753 | $64.7m | 5.0% |
| LPL Financial LLC | 866,298 | $52.1m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 475,290 | $28.6m | 0.0% |
| BANK OF AMERICA CORP /DE/ | 415,702 | $25.0m | 0.0% |
| Hartford Financial Management Inc. | 322,294 | $19.4m | 4.3% |
| MORGAN STANLEY | 309,893 | $18.6m | 0.0% |
| ROYAL BANK OF CANADA | 294,425 | $17.7m | 0.0% |
| Aprio Wealth Management, LLC | 257,360 | $15.5m | 0.8% |
| Goldstein Advisors, LLC | 230,728 | $13.9m | 1.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 219,139 | $13.2m | 0.0% |
| JPMORGAN CHASE & CO | 194,646 | $11.7m | 0.0% |
| Gerber Kawasaki Wealth & Investment Management | 189,522 | $11.4m | 0.3% |
| TRUIST FINANCIAL CORP | 182,399 | $11.0m | 0.0% |
| Sprinkle Financial Consultants LLC | 179,745 | $10.8m | 4.2% |
| Sanctuary Advisors, LLC | 177,474 | $10.7m | 0.0% |
| Integrated Wealth Concepts LLC | 169,257 | $10.2m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 165,572 | $10.0m | 0.0% |
| Keystone Financial Services, LLC | 161,413 | $9.7m | 6.2% |
| JONES FINANCIAL COMPANIES LLLP | 161,891 | $9.7m | 0.0% |
| MAGNOLIA CAPITAL ADVISORS LLC | 149,258 | $9.0m | 1.5% |
| Financial Solutions Advisory Group, Inc. | 145,788 | $8.7m | 1.1% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 141,751 | $8.5m | 0.1% |
| Ipsen Advisor Group LLC | 116,107 | $7.0m | 4.5% |
| DAVENPORT & Co LLC | 94,588 | $5.7m | 0.0% |
| Capital Advisors Wealth Management, LLC | 91,151 | $5.5m | 0.6% |