| Avidian Wealth Enterprises, LLC | 1,217,925 | $71.4m | 2.0% |
| CAPTRUST FINANCIAL ADVISORS | 1,151,907 | $67.5m | 0.1% |
| LPL Financial LLC | 1,134,481 | $66.5m | 0.0% |
| AFFINITY WEALTH LLC | 627,106 | $36.8m | 19.7% |
| BANK OF AMERICA CORP /DE/ | 580,537 | $34.0m | 0.0% |
| JPMORGAN CHASE & CO | 577,595 | $33.7m | 0.0% |
| Mainsail Financial Group, LLC | 413,727 | $24.3m | 8.2% |
| MORGAN STANLEY | 293,793 | $17.2m | 0.0% |
| Thrivent Financial for Lutherans | 282,695 | $16.6m | 0.0% |
| OSAIC HOLDINGS, INC. | 174,603 | $10.2m | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 167,236 | $9.8m | 0.0% |
| COLUMBIA ADVISORY PARTNERS LLC | 165,339 | $9.7m | 5.3% |
| Apeiron RIA LLC | 164,391 | $9.6m | 2.5% |
| Cetera Investment Advisers | 163,774 | $9.6m | 0.0% |
| Atria Investments, Inc | 159,427 | $9.3m | 0.1% |
| Cerity Partners LLC | 155,811 | $9.1m | 0.0% |
| MAGNOLIA CAPITAL ADVISORS LLC | 154,332 | $9.1m | 1.6% |
| Planned Solutions, Inc. | 143,018 | $8.4m | 2.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 138,202 | $8.1m | 0.0% |
| Kathmere Capital Management, LLC | 130,843 | $7.7m | 0.4% |
| RAYMOND JAMES FINANCIAL INC | 117,915 | $6.9m | 0.0% |
| Orion Porfolio Solutions, LLC | 109,535 | $6.4m | 0.0% |
| MERCER GLOBAL ADVISORS INC /ADV | 102,761 | $6.0m | 0.0% |
| Ashton Thomas Private Wealth, LLC | 86,921 | $5.1m | 0.1% |
| Oxinas Partners, LLC | 86,756 | $5.1m | 2.0% |