| Composition Wealth, LLC | 1,858,446 | $95.2m | 1.1% |
| Cerity Partners LLC | 261,446 | $13.4m | 0.0% |
| FIRST AMERICAN TRUST, FSB | 161,344 | $8.3m | 0.5% |
| Ducere Wealth Management LLC | 110,701 | $5.7m | 1.7% |
| Curated Wealth Partners LLC | 90,902 | $4.7m | 0.5% |
| LPL Financial LLC | 73,210 | $3.7m | 0.0% |
| Perigon Wealth Management, LLC | 60,715 | $3.1m | 0.0% |
| GOLDMAN SACHS GROUP INC | 60,207 | $3.1m | 0.0% |
| ROYAL BANK OF CANADA | 50,124 | $2.6m | 0.0% |
| Weaver Consulting Group | 48,146 | $2.5m | 0.5% |
| FINANCIAL MANAGEMENT NETWORK INC | 27,783 | $1.4m | 0.2% |
| Planned Solutions, Inc. | 26,152 | $1.3m | 0.4% |
| HighTower Advisors, LLC | 25,125 | $1.3m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 22,435 | $1.1m | 0.0% |
| D.A. DAVIDSON & CO. | 20,300 | $1.0m | 0.0% |
| Cresset Asset Management, LLC | 19,151 | $980,552 | 0.0% |
| Roberts Wealth Advisors, LLC | 16,642 | $852,090 | 0.2% |
| Elequin Capital, LP | 12,521 | $641,089 | 0.0% |
| RVW Wealth, LLC | 11,564 | $592,090 | 0.0% |
| Robertson Stephens Wealth Management, LLC | 11,132 | $569,971 | 0.0% |
| Hennion & Walsh Asset Management, Inc. | 9,969 | $510,424 | 0.0% |
| Occidental Asset Management, LLC | 9,300 | $476,170 | 0.0% |
| Sanctuary Advisors, LLC | 8,942 | $457,840 | 0.0% |
| Magnus Financial Group LLC | 8,388 | $429,493 | 0.0% |
| Sowell Financial Services LLC | 7,360 | $376,840 | 0.0% |