| EP Wealth Advisors, LLC | 1,569,326 | $79.6m | 0.3% |
| Tanager Wealth Management LLP | 234,724 | $11.9m | 1.0% |
| One Capital Management, LLC | 211,094 | $10.7m | 0.3% |
| Delos Wealth Advisors, LLC | 158,765 | $8.1m | 4.1% |
| BCGM Wealth Management, LLC | 112,514 | $5.7m | 1.2% |
| MML INVESTORS SERVICES, LLC | 98,937 | $5.0m | 0.0% |
| INCOME RESEARCH & MANAGEMENT | 97,000 | $4.9m | 2.7% |
| Integrated Wealth Concepts LLC | 92,732 | $4.7m | 0.0% |
| ASSETMARK, INC | 86,147 | $4.4m | 0.0% |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 78,788 | $4.0m | 0.5% |
| AE Wealth Management LLC | 74,151 | $3.8m | 0.0% |
| LAUREL OAK WEALTH MANAGEMENT, LLC | 49,631 | $2.5m | 0.4% |
| LAKE STREET PRIVATE WEALTH, LLC | 48,327 | $2.5m | 0.3% |
| ENVESTNET ASSET MANAGEMENT INC | 47,386 | $2.4m | 0.0% |
| Balance Wealth Partners LLC | 47,357 | $2.4m | 0.6% |
| SWEENEY & MICHEL, LLC | 37,571 | $1.9m | 0.5% |
| STIFEL FINANCIAL CORP | 36,548 | $1.9m | 0.0% |
| Nemes Rush Group LLC | 31,896 | $1.6m | 0.1% |
| Mayflower Financial Advisors, LLC | 28,604 | $1.5m | 0.1% |
| CGN Advisors LLC | 27,610 | $1.4m | 0.1% |
| LPL Financial LLC | 25,974 | $1.3m | 0.0% |
| GOLDMAN SACHS GROUP INC | 24,576 | $1.2m | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 24,348 | $1.2m | 0.0% |
| Farther Finance Advisors, LLC | 23,316 | $1.2m | 0.0% |
| VICTORY FINANCIAL GROUP, LLC | 22,873 | $1.2m | 0.1% |