| LPL Financial LLC | 1,384,703 | $56.0m | 0.0% |
| MORGAN STANLEY | 767,227 | $31.0m | 0.0% |
| BIP Wealth, LLC | 665,102 | $26.9m | 0.8% |
| Avestar Capital, LLC | 628,720 | $25.4m | 1.4% |
| PTM WEALTH MANAGEMENT, LLC | 515,263 | $20.8m | 9.4% |
| AQR CAPITAL MANAGEMENT LLC | 357,933 | $14.5m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 273,073 | $11.0m | 0.0% |
| BANK OF AMERICA CORP /DE/ | 272,455 | $11.0m | 0.0% |
| Stablepoint Partners, LLC | 220,840 | $8.9m | 1.2% |
| ORBA Wealth Advisors, L.L.C. | 158,037 | $6.4m | 5.5% |
| Norris Financial Group, LLC | 123,113 | $5.0m | 2.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 119,635 | $4.8m | 0.0% |
| David Kennon Inc | 106,107 | $4.3m | 1.4% |
| Kraft, Davis & Associates, LLC | 104,871 | $4.2m | 0.9% |
| WT Wealth Management | 79,331 | $3.2m | 0.9% |
| UBS Group AG | 73,963 | $3.0m | 0.0% |
| VERUS CAPITAL PARTNERS, LLC | 72,332 | $2.9m | 0.2% |
| BridgePort Financial Solutions, LLC | 68,829 | $2.8m | 0.7% |
| ROYAL BANK OF CANADA | 59,350 | $2.4m | 0.0% |
| Focus Partners Wealth | 56,596 | $2.3m | 0.0% |
| Cannon Wealth Management Services, LLC | 53,709 | $2.2m | 1.2% |
| Elmwood Wealth Management, Inc. | 49,849 | $2.0m | 0.5% |
| Coppell Advisory Solutions LLC | 49,579 | $2.0m | 0.2% |
| OSAIC HOLDINGS, INC. | 48,492 | $2.0m | 0.0% |
| Barnes Wealth Management Group, Inc | 47,687 | $1.9m | 0.9% |