| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 3,134,042 | $146.0m | 6.3% |
| SYM FINANCIAL Corp | 2,462,956 | $114.8m | 9.2% |
| OneDigital Investment Advisors LLC | 505,034 | $23.5m | 0.2% |
| Wealthcare Advisory Partners LLC | 309,093 | $14.4m | 0.3% |
| WJ Interests, LLC | 307,311 | $14.3m | 5.5% |
| 46 Peaks LLC | 275,260 | $12.8m | 8.1% |
| Professional Financial Advisors, LLC | 258,504 | $12.0m | 2.1% |
| MATHER GROUP, LLC. | 193,379 | $9.0m | 0.1% |
| LPL Financial LLC | 80,359 | $3.7m | 0.0% |
| JPMORGAN CHASE & CO | 77,473 | $3.6m | 0.0% |
| JANE STREET GROUP, LLC | 68,347 | $3.2m | 0.0% |
| AQR CAPITAL MANAGEMENT LLC | 67,887 | $3.2m | 0.0% |
| REGIONS FINANCIAL CORP | 51,958 | $2.4m | 0.0% |
| Fermata Advisors, LLC | 51,793 | $2.4m | 0.5% |
| OSAIC HOLDINGS, INC. | 33,639 | $1.6m | 0.0% |
| CITADEL ADVISORS LLC | 29,598 | $1.4m | 0.0% |
| Leading Edge Financial Planning LLC | 27,194 | $1.3m | 0.2% |
| Kestra Advisory Services, LLC | 25,709 | $1.2m | 0.0% |
| GOLDMAN SACHS GROUP INC | 22,990 | $1.1m | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 18,732 | $872,930 | 0.0% |
| WealthPlan Investment Management, LLC | 15,584 | $726,233 | 0.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,614 | $587,812 | 0.0% |
| Avion Wealth | 8,437 | $393,000 | 0.1% |
| SteelPeak Wealth, LLC | 6,638 | $309,334 | 0.0% |
| Alvarez & Marsal Private Wealth Partners, LLC | 5,163 | $240,596 | 0.0% |