| Schiavi & Co LLC | 1,353,022 | $90.9m | 24.0% |
| Austin Wealth Management, LLC | 446,808 | $29.0m | 6.1% |
| FINANCIAL CONSULATE, INC | 276,018 | $18.5m | 2.1% |
| Baker Ellis Asset Management LLC | 242,122 | $16.3m | 1.7% |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 184,309 | $12.4m | 5.1% |
| ENTREWEALTH, LLC | 152,070 | $10.1m | 3.7% |
| Williams & Novak, LLC | 149,114 | $10.0m | 6.6% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 139,119 | $9.3m | 2.4% |
| WELLS FARGO & COMPANY/MN | 101,561 | $6.8m | 0.0% |
| JPMORGAN CHASE & CO | 101,082 | $6.8m | 0.0% |
| CITADEL ADVISORS LLC | 67,694 | $4.5m | 0.0% |
| Cetera Investment Advisers | 46,819 | $3.1m | 0.0% |
| SFG Wealth Management, LLC. | 25,460 | $1.7m | 0.6% |
| LPL Financial LLC | 23,476 | $1.6m | 0.0% |
| Janney Montgomery Scott LLC | 22,531 | $1.5m | 0.0% |
| First Growth Capital LLC | 18,599 | $1.2m | 0.9% |
| GOLDMAN SACHS GROUP INC | 17,797 | $1.2m | 0.0% |
| Walkner Condon Financial Advisors LLC | 17,728 | $1.2m | 0.1% |
| Mid-American Wealth Advisory Group, Inc. | 15,609 | $1.0m | 0.4% |
| Operose Advisors LLC | 15,114 | $1.0m | 0.2% |
| AQR CAPITAL MANAGEMENT LLC | 11,374 | $763,992 | 0.0% |
| Caerus Investment Advisors, LLC | 11,374 | $763,992 | 0.3% |
| MML INVESTORS SERVICES, LLC | 9,726 | $653,266 | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 9,696 | $651,251 | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 9,610 | $645,510 | 0.0% |