| Avior Wealth Management, LLC | 1,019,930 | $45.5m | 1.2% |
| TRUE Private Wealth Advisors | 776,904 | $34.7m | 3.0% |
| GeoWealth Management, LLC | 377,337 | $16.8m | 0.5% |
| ENVESTNET ASSET MANAGEMENT INC | 293,193 | $13.1m | 0.0% |
| Steward Partners Investment Advisory, LLC | 266,062 | $11.9m | 0.1% |
| TRUIST FINANCIAL CORP | 254,812 | $11.4m | 0.0% |
| CreativeOne Wealth, LLC | 244,611 | $10.9m | 0.2% |
| CONTINENTAL INVESTORS SERVICES, INC. | 244,244 | $10.6m | 8.3% |
| Sanchez Wealth Management Group | 218,094 | $9.7m | 1.7% |
| LPL Financial LLC | 213,976 | $9.5m | 0.0% |
| Strive Financial Group ,LLC | 205,799 | $9.2m | 4.0% |
| Koshinski Asset Management, Inc. | 148,231 | $6.6m | 0.4% |
| Arete Wealth Advisors, LLC | 113,896 | $5.1m | 0.3% |
| Strategic Blueprint, LLC | 79,321 | $3.5m | 0.2% |
| Advisory Services Network, LLC | 76,306 | $3.4m | 0.0% |
| Maia Wealth LLC | 72,018 | $3.2m | 0.5% |
| M1 Capital Management LLC | 71,943 | $3.2m | 1.2% |
| Navigation Wealth Management, Inc. | 67,317 | $3.0m | 4.1% |
| Cambridge Investment Research Advisors, Inc. | 64,330 | $2.9m | 0.0% |
| Balboa Wealth Partners | 54,640 | $2.4m | 0.3% |
| FOCUSED ALPHA, LLC | 53,882 | $2.4m | 0.6% |
| Advyzon Investment Management, LLC | 52,211 | $2.3m | 0.2% |
| Prosperity Financial Group, Inc. | 51,779 | $2.3m | 0.7% |
| Farther Finance Advisors, LLC | 47,553 | $2.1m | 0.0% |
| Alteri Wealth LLC | 40,908 | $1.8m | 0.5% |