| Dynasty Wealth Management, LLC | 5,522,892 | $679.1m | 5.0% |
| JPMORGAN CHASE & CO | 3,058,493 | $364.6m | 0.0% |
| OpenArc Corporate Advisory, LLC | 1,814,843 | $223.2m | 2.7% |
| SAGESPRING WEALTH PARTNERS, LLC | 1,739,131 | $213.8m | 3.3% |
| Quotient Wealth Partners, LLC | 944,060 | $116.1m | 2.7% |
| LPL Financial LLC | 586,451 | $72.1m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 491,163 | $60.4m | 0.0% |
| WELLS FARGO & COMPANY/MN | 382,371 | $47.0m | 0.0% |
| WCG Wealth Advisors LLC | 339,471 | $41.7m | 1.0% |
| BANK OF AMERICA CORP /DE/ | 250,629 | $30.8m | 0.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 226,712 | $27.9m | 0.0% |
| ASPIRIANT, LLC | 162,280 | $20.0m | 0.5% |
| Principle Wealth Partners LLC | 152,553 | $18.8m | 0.9% |
| Procyon Advisors, LLC | 143,637 | $17.7m | 0.2% |
| Mariner, LLC | 139,898 | $17.2m | 0.0% |
| UNIQUE WEALTH, LLC | 136,013 | $16.7m | 1.9% |
| Centerline Wealth Advisors, LLC | 114,143 | $14.0m | 4.4% |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 105,393 | $13.0m | 0.5% |
| Quadcap Wealth Management, LLC | 98,142 | $12.1m | 1.2% |
| 3EDGE Asset Management, LP | 88,074 | $10.8m | 0.5% |
| Venture Visionary Partners LLC | 87,121 | $10.7m | 0.3% |
| Thrivent Financial for Lutherans | 82,890 | $10.2m | 0.0% |
| ALBION FINANCIAL GROUP /UT | 72,216 | $8.9m | 0.5% |
| WJ Wealth Management, LLC | 70,610 | $8.7m | 3.4% |
| Fusion Capital, LLC | 68,243 | $8.4m | 1.9% |