| Wealthquest Corp | 3,901,450 | $132.1m | 8.3% |
| OSAIC HOLDINGS, INC. | 1,583,793 | $53.6m | 0.1% |
| CAPTRUST FINANCIAL ADVISORS | 787,692 | $26.7m | 0.0% |
| Grant Street Asset Management, Inc. | 774,762 | $26.2m | 4.3% |
| RAYMOND JAMES FINANCIAL INC | 685,455 | $23.2m | 0.0% |
| NewEdge Advisors, LLC | 636,780 | $21.6m | 0.1% |
| CENTAURUS FINANCIAL, INC. | 505,210 | $17.1m | 0.7% |
| Brookstone Capital Management | 470,206 | $15.9m | 0.2% |
| CRA Financial Services, LLC | 416,213 | $14.1m | 1.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | 381,132 | $12.9m | 0.0% |
| Pitti Group Wealth Management, LLC | 378,737 | $12.8m | 9.3% |
| D.B. Root & Company, LLC | 343,193 | $11.6m | 2.5% |
| MML INVESTORS SERVICES, LLC | 270,813 | $9.2m | 0.0% |
| Cetera Investment Advisers | 250,620 | $8.5m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 246,813 | $8.4m | 0.0% |
| Sigma Planning Corp | 235,381 | $8.0m | 0.2% |
| Foundations Investment Advisors, LLC | 221,613 | $7.5m | 0.1% |
| TRUIST FINANCIAL CORP | 184,059 | $6.2m | 0.0% |
| Sovran Advisors, LLC | 183,027 | $6.2m | 0.5% |
| Gallagher Fiduciary Advisors, LLC | 180,326 | $6.1m | 0.2% |
| AXXCESS WEALTH MANAGEMENT, LLC | 175,776 | $6.0m | 0.1% |
| Atria Investments, Inc | 158,566 | $5.4m | 0.1% |
| Beacon Pointe Advisors, LLC | 158,286 | $5.4m | 0.0% |
| Pallas Capital Advisors LLC | 155,183 | $5.3m | 0.2% |
| Triumph Capital Management | 139,149 | $4.7m | 0.9% |