| HBK Sorce Advisory LLC | 3,651,728 | $273.9m | 5.2% |
| Verum Partners LLC | 841,112 | $64.3m | 9.6% |
| Topsail Wealth Management, LLC | 615,176 | $47.0m | 6.0% |
| Karpus Management, Inc. | 613,630 | $46.9m | 1.3% |
| Aprio Wealth Management, LLC | 571,707 | $43.7m | 2.2% |
| JONES FINANCIAL COMPANIES LLLP | 500,175 | $38.2m | 0.0% |
| Mills Wealth Advisors LLC | 450,834 | $34.4m | 10.9% |
| Confluence Wealth Services, Inc. | 329,907 | $25.2m | 0.7% |
| Focus Partners Wealth | 288,155 | $22.0m | 0.0% |
| Opus Capital Group, LLC | 248,789 | $19.0m | 1.8% |
| San Luis Wealth Advisors LLC | 214,094 | $16.4m | 2.5% |
| TRUIST FINANCIAL CORP | 207,390 | $15.8m | 0.0% |
| Elite Life Management LLC | 193,761 | $14.5m | 17.0% |
| MB, LEVIS & ASSOCIATES, LLC | 182,879 | $14.0m | 5.1% |
| CGN Advisors LLC | 173,051 | $13.2m | 1.0% |
| Alaethes Wealth, LLC | 160,419 | $12.3m | 3.6% |
| Tradewinds Capital Management, LLC | 153,988 | $11.8m | 2.1% |
| JANE STREET GROUP, LLC | 153,725 | $11.7m | 0.0% |
| Mallini Complete Financial Planning LLC | 131,776 | $10.1m | 7.2% |
| Verus Financial Partners, Inc. | 118,924 | $9.1m | 0.8% |
| TFO Wealth Partners, LLC | 115,064 | $8.8m | 1.0% |
| Penney Financial, LLC | 113,444 | $8.7m | 3.0% |
| Keystone Financial Group, Inc. | 109,104 | $8.3m | 4.5% |
| LPL Financial LLC | 99,595 | $7.6m | 0.0% |
| Integrated Wealth Concepts LLC | 97,453 | $7.4m | 0.0% |