| Retirement Planning Group, LLC | 4,940,760 | $113.4m | 2.9% |
| Compound Planning, Inc. | 1,637,454 | $37.6m | 1.0% |
| LPL Financial LLC | 1,069,103 | $24.5m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 1,051,963 | $24.1m | 0.0% |
| STIFEL FINANCIAL CORP | 980,405 | $22.5m | 0.0% |
| Elwood & Goetz Wealth Advisory Group, LLC | 765,724 | $17.6m | 2.6% |
| Peak Financial Management, Inc. | 589,643 | $13.5m | 3.1% |
| Cambridge Investment Research Advisors, Inc. | 567,468 | $13.0m | 0.0% |
| OSAIC HOLDINGS, INC. | 419,942 | $9.6m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 338,105 | $7.8m | 0.0% |
| BENJAMIN EDWARDS INC | 303,369 | $7.0m | 0.1% |
| ROYAL BANK OF CANADA | 263,289 | $6.0m | 0.0% |
| IFP Advisors, Inc | 234,059 | $5.4m | 0.1% |
| Maridea Wealth Management LLC | 218,532 | $5.0m | 0.5% |
| Essex Financial Services, Inc. | 188,070 | $4.3m | 0.2% |
| Fifth Third Securities, Inc. | 177,615 | $4.1m | 0.2% |
| RITHOLTZ WEALTH MANAGEMENT | 165,607 | $3.8m | 0.1% |
| Sanctuary Advisors, LLC | 163,497 | $3.8m | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 144,520 | $3.3m | 0.0% |
| KINGSWOOD WEALTH ADVISORS, LLC | 143,011 | $3.3m | 0.1% |
| EverSource Wealth Advisors, LLC | 112,528 | $2.6m | 0.1% |
| Private Advisor Group, LLC | 111,752 | $2.6m | 0.0% |
| Bleakley Financial Group, LLC | 111,119 | $2.6m | 0.0% |
| D.A. DAVIDSON & CO. | 110,799 | $2.5m | 0.0% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 104,144 | $2.4m | 0.7% |