| Advisory Services Network, LLC | 1,256,889 | $47.4m | 0.5% |
| GeoWealth Management, LLC | 968,590 | $36.6m | 1.1% |
| Menard Financial Group LLC | 793,555 | $29.9m | 16.3% |
| CONTINENTAL INVESTORS SERVICES, INC. | 591,061 | $22.9m | 17.9% |
| Koshinski Asset Management, Inc. | 372,813 | $14.1m | 0.7% |
| Strive Financial Group ,LLC | 299,705 | $11.3m | 4.9% |
| TRUE Private Wealth Advisors | 233,900 | $8.8m | 0.8% |
| LPL Financial LLC | 225,821 | $8.5m | 0.0% |
| Arete Wealth Advisors, LLC | 251,786 | $7.8m | 0.5% |
| Balboa Wealth Partners | 182,791 | $6.9m | 0.9% |
| Navigation Wealth Management, Inc. | 180,380 | $6.8m | 9.4% |
| Strategic Blueprint, LLC | 171,079 | $6.5m | 0.3% |
| Virtue Capital Management, LLC | 166,152 | $6.3m | 0.8% |
| Cambridge Investment Research Advisors, Inc. | 165,778 | $6.3m | 0.0% |
| M1 Capital Management LLC | 157,364 | $5.9m | 2.2% |
| Farther Finance Advisors, LLC | 136,296 | $5.1m | 0.0% |
| Advyzon Investment Management, LLC | 131,478 | $5.0m | 0.4% |
| AXXCESS WEALTH MANAGEMENT, LLC | 91,373 | $3.4m | 0.1% |
| Rothschild Wealth LLC | 88,824 | $3.4m | 0.3% |
| Creative Planning | 81,687 | $3.1m | 0.0% |
| Alteri Wealth LLC | 76,345 | $2.9m | 0.8% |
| Paragon Private Wealth Management, LLC | 76,200 | $2.9m | 0.8% |
| EJMK Ventures LLC | 72,000 | $2.7m | 1.2% |
| BANK OF AMERICA CORP /DE/ | 71,055 | $2.7m | 0.0% |
| Ignite Planners, LLC | 63,293 | $2.4m | 0.3% |