| Focus Partners Wealth | 2,083,611 | $389.3m | 0.4% |
| SFMG, LLC | 560,714 | $104.8m | 6.3% |
| Tolleson Wealth Management, Inc. | 511,934 | $95.7m | 12.9% |
| LPL Financial LLC | 373,850 | $69.9m | 0.0% |
| Perennial Investment Advisors, LLC | 300,970 | $56.2m | 3.7% |
| ENVESTNET ASSET MANAGEMENT INC | 206,813 | $38.6m | 0.0% |
| BANK OF AMERICA CORP /DE/ | 205,402 | $38.4m | 0.0% |
| Howard Capital Management, LLC | 201,781 | $37.7m | 0.4% |
| BIP Wealth, LLC | 172,792 | $32.3m | 0.9% |
| Sage Mountain Advisors LLC | 166,196 | $31.1m | 1.9% |
| AMERIPRISE FINANCIAL INC | 161,121 | $30.1m | 0.0% |
| MORGAN STANLEY | 122,928 | $23.0m | 0.0% |
| McKinney Capital Management, LLC | 103,585 | $19.4m | 7.6% |
| Marotta Asset Management | 84,965 | $15.9m | 2.6% |
| Paul R. Ried Financial Group, LLC | 76,485 | $14.3m | 6.2% |
| Continuum Advisory, LLC | 75,092 | $14.0m | 1.1% |
| Great Point Wealth Advisors, LLC | 73,642 | $13.8m | 2.2% |
| American Money Management, LLC | 72,164 | $13.5m | 1.9% |
| ROYAL BANK OF CANADA | 66,548 | $12.4m | 0.0% |
| VAQUERO PRIVATE WEALTH, LTD | 62,881 | $11.8m | 2.4% |
| Cambridge Investment Research Advisors, Inc. | 62,328 | $11.6m | 0.0% |
| Goodman Advisory Group, LLC | 59,982 | $11.2m | 2.6% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 57,890 | $10.8m | 0.2% |
| ARQ WEALTH ADVISORS, LLC | 57,189 | $10.7m | 1.3% |
| Eagle Strategies LLC | 57,036 | $10.7m | 1.1% |