| VICTORY CAPITAL MANAGEMENT INC | 22,967,672 | $499.0m | 0.3% |
| Annex Advisory Services, LLC | 18,906,834 | $410.8m | 7.0% |
| CAHABA WEALTH MANAGEMENT, INC. | 8,561,595 | $186.0m | 11.2% |
| Retirement Planning Group, LLC | 8,164,569 | $177.4m | 4.5% |
| Merit Financial Group, LLC | 6,613,845 | $143.7m | 0.9% |
| 1900 WEALTH MANAGEMENT LLC | 4,103,679 | $89.2m | 5.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,669,245 | $58.0m | 0.0% |
| OSAIC HOLDINGS, INC. | 2,084,261 | $45.3m | 0.1% |
| TRUIST FINANCIAL CORP | 1,840,500 | $40.0m | 0.0% |
| Goldstein Advisors, LLC | 1,824,886 | $39.6m | 3.6% |
| Madison Wealth Partners, Inc | 1,707,703 | $37.1m | 4.7% |
| Corient Private Wealth LP | 1,484,759 | $32.3m | 0.0% |
| CORRECT CAPITAL WEALTH MANAGEMENT | 1,175,240 | $25.5m | 4.4% |
| Arax Advisory Partners | 540,076 | $11.7m | 0.1% |
| GOLDMAN SACHS GROUP INC | 428,401 | $9.3m | 0.0% |
| WELLS FARGO & COMPANY/MN | 411,443 | $8.9m | 0.0% |
| FIDUCIARY FINANCIAL ADVISORS | 376,350 | $8.2m | 0.8% |
| Elk River Wealth Management LLC | 329,014 | $7.1m | 1.1% |
| Impact Investors, Inc | 304,138 | $6.6m | 4.8% |
| LPL Financial LLC | 273,047 | $5.9m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 259,045 | $5.6m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 225,634 | $4.9m | 0.0% |
| OneDigital Investment Advisors LLC | 202,726 | $4.4m | 0.0% |
| Tandem Financial, LLC | 106,198 | $2.3m | 0.7% |
| Cornerstone Wealth Management, LLC | 62,911 | $1.4m | 0.1% |