| Rockport Wealth LLC | 3,750,225 | $75.9m | 12.8% |
| UPTICK PARTNERS, LLC | 1,152,858 | $23.3m | 3.6% |
| STIFEL FINANCIAL CORP | 1,140,711 | $23.1m | 0.0% |
| JONES FINANCIAL COMPANIES LLLP | 584,617 | $11.9m | 0.0% |
| Copia Wealth Management | 517,622 | $10.5m | 6.3% |
| OxenFree Capital LLC | 401,157 | $8.1m | 3.7% |
| MML INVESTORS SERVICES, LLC | 380,302 | $7.7m | 0.0% |
| WMG Financial Advisors, LLC | 302,685 | $6.1m | 2.3% |
| Cambridge Investment Research Advisors, Inc. | 254,668 | $5.2m | 0.0% |
| Grantvest Financial Group LLC | 237,766 | $4.8m | 2.8% |
| Haven Private, LLC | 202,803 | $4.1m | 1.6% |
| Farther Finance Advisors, LLC | 196,132 | $4.0m | 0.0% |
| OSAIC HOLDINGS, INC. | 179,985 | $3.6m | 0.0% |
| Hobbs Group Advisors, LLC | 149,229 | $3.0m | 0.8% |
| NWAM LLC | 141,275 | $2.9m | 0.1% |
| Tidal Investments LLC | 138,724 | $2.8m | 0.0% |
| Integrated Advisors Network LLC | 126,816 | $2.6m | 0.1% |
| ENVESTNET ASSET MANAGEMENT INC | 124,760 | $2.5m | 0.0% |
| Advyzon Investment Management, LLC | 123,440 | $2.5m | 0.2% |
| J.W. COLE ADVISORS, INC. | 113,401 | $2.3m | 0.0% |
| TCP Asset Management, LLC | 109,249 | $2.2m | 0.3% |
| Foundations Investment Advisors, LLC | 104,020 | $2.1m | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 94,903 | $1.9m | 0.0% |
| NewEdge Advisors, LLC | 91,735 | $1.9m | 0.0% |
| B. Riley Wealth Advisors, Inc. | 88,727 | $1.8m | 0.1% |