| Syntegra Private Wealth Group, LLC | 771,561 | $140.0m | 10.8% |
| Gerber Kawasaki Wealth & Investment Management | 344,896 | $62.6m | 1.7% |
| LPL Financial LLC | 182,070 | $33.0m | 0.0% |
| OSAIC HOLDINGS, INC. | 179,508 | $32.6m | 0.0% |
| MORGAN STANLEY | 169,550 | $30.8m | 0.0% |
| DORVAL Corp | 128,408 | $23.3m | 6.7% |
| AQR CAPITAL MANAGEMENT LLC | 112,494 | $20.4m | 0.0% |
| BANK OF AMERICA CORP /DE/ | 84,945 | $15.4m | 0.0% |
| Baltimore-Washington Financial Advisors, Inc. | 82,289 | $14.9m | 0.6% |
| Valmark Advisers, Inc. | 74,055 | $13.4m | 0.1% |
| INTEGRITY ALLIANCE, LLC. | 67,220 | $12.2m | 0.4% |
| Ethos Financial Group, LLC | 65,419 | $11.9m | 0.8% |
| FOUNDERS FINANCIAL SECURITIES LLC | 61,238 | $11.1m | 0.6% |
| Horizon Investments, LLC | 60,523 | $11.0m | 0.1% |
| STATE STREET CORP | 47,392 | $8.6m | 0.0% |
| Tempo Wealth, LLC | 39,411 | $7.2m | 1.1% |
| HF Advisory Group, LLC | 37,892 | $6.9m | 2.1% |
| JPMORGAN CHASE & CO | 34,245 | $6.2m | 0.0% |
| GOLDMAN SACHS GROUP INC | 27,147 | $4.9m | 0.0% |
| SEI INVESTMENTS CO | 24,829 | $4.5m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 21,199 | $3.8m | 0.0% |
| Sage Mountain Advisors LLC | 18,958 | $3.4m | 0.2% |
| Journey Advisory Group, LLC | 18,503 | $3.4m | 0.3% |
| UBS Group AG | 16,895 | $3.1m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 16,407 | $3.0m | 0.0% |