| True Wealth Design, LLC | 1,490,531 | $19.0m | 4.5% |
| Heck Capital Advisors, LLC | 384,111 | $4.9m | 0.3% |
| Magnolia Private Wealth, LLC | 481,039 | $4.6m | 2.5% |
| STAPP WEALTH MANAGEMENT, PLLC | 217,408 | $2.8m | 3.6% |
| Mid-American Wealth Advisory Group, Inc. | 198,552 | $2.5m | 0.9% |
| AE Wealth Management LLC | 191,818 | $2.4m | 0.0% |
| Continuum Advisory, LLC | 173,093 | $2.2m | 0.2% |
| Dakota Wealth Management | 131,320 | $1.7m | 0.0% |
| PRIVATE CLIENT SERVICES, LLC | 54,090 | $690,573 | 0.2% |
| CreativeOne Wealth, LLC | 53,242 | $679,751 | 0.0% |
| Lloyd Advisory Services, LLC. | 25,258 | $322,468 | 0.1% |
| Authentikos Wealth Advisory, LLC | 21,977 | $280,581 | 0.2% |
| OLD MISSION CAPITAL LLC | 21,742 | $277,582 | 0.0% |
| Great Lakes Retirement, Inc. | 20,900 | $266,828 | 0.0% |
| LANE BROTHERS & CO INC | 18,930 | $241,681 | 0.2% |
| Rinkey Investments | 18,000 | $229,808 | 0.1% |
| Straight Path Wealth Management | 16,469 | $210,261 | 0.0% |
| OSAIC HOLDINGS, INC. | 11,658 | $148,733 | 0.0% |
| Pathstone Holdings, LLC | 11,519 | $147,064 | 0.0% |
| Elevated Capital Advisors, LLC | 11,144 | $142,271 | 0.0% |
| RHS Financial, LLC | 10,178 | $129,944 | 0.1% |
| Kingdom Financial Group LLC. | 3,648 | $46,576 | 0.0% |
| TOUNJIAN ADVISORY PARTNERS, LLC | 2,639 | $33,697 | 0.0% |
| Networth Advisors, LLC | 1,386 | $17,700 | 0.0% |
| IFG Advisory, LLC | 964 | $12,308 | 0.0% |