| Beacon Pointe Advisors, LLC | 334,902 | $23.4m | 0.1% |
| BCR Wealth Strategies, LLC | 317,947 | $22.3m | 6.3% |
| FMB WEALTH MANAGEMENT | 201,822 | $14.1m | 5.2% |
| Pure Financial Advisors, LLC | 156,518 | $11.0m | 0.1% |
| Versant Capital Management, Inc | 110,129 | $7.7m | 0.7% |
| Cerity Partners LLC | 104,494 | $7.3m | 0.0% |
| Cordant, Inc. | 104,447 | $7.3m | 2.6% |
| ASSETMARK, INC | 69,020 | $4.8m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 30,528 | $2.1m | 0.0% |
| Evanson Financial, LLC | 26,612 | $1.9m | 0.1% |
| E-Wealth Partners, LLC | 23,773 | $1.7m | 1.2% |
| CITIGROUP INC | 16,385 | $1.1m | 0.0% |
| MML INVESTORS SERVICES, LLC | 15,919 | $1.1m | 0.0% |
| BIP Wealth, LLC | 15,605 | $1.1m | 0.0% |
| PARK AVENUE SECURITIES LLC | 13,391 | $937,000 | 0.0% |
| Discipline Wealth Solutions, LLC | 12,893 | $902,528 | 0.1% |
| TRUIST FINANCIAL CORP | 10,100 | $716,670 | 0.0% |
| ROYAL BANK OF CANADA | 9,861 | $690,000 | 0.0% |
| OneDigital Investment Advisors LLC | 8,313 | $581,922 | 0.0% |
| VESTIA PERSONAL WEALTH ADVISORS | 7,728 | $541,002 | 0.2% |
| Applied Capital LLC | 7,703 | $539,221 | 0.2% |
| STUDIO INVESTMENT MANAGEMENT LLC | 6,642 | $464,949 | 0.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | 6,508 | $455,550 | 0.0% |
| Prosperitas Financial LLC | 6,030 | $422,108 | 0.1% |
| INTEGRITY ALLIANCE, LLC. | 5,891 | $412,378 | 0.0% |