| RMG Wealth Management LLC | $76.6M | 8.85% |
| Quent Capital, LLC | $30.0M | 2.13% |
| Financial Management Professionals, Inc. | $24.7M | 2.77% |
| Checchi Capital Advisers, LLC | $17.3M | 0.87% |
| Matthew Goff Investment Advisor, LLC | $14.1M | 2.35% |
| Cresset Asset Management, LLC | $8.3M | 0.04% |
| JANE STREET GROUP, LLC | $7.3M | 0.00% |
| Walkner Condon Financial Advisors LLC | $6.8M | 0.90% |
| EVERGREEN CAPITAL MANAGEMENT LLC | $6.2M | 0.13% |
| IEQ CAPITAL, LLC | $6.0M | 0.03% |
| LAM GROUP, INC. | $5.9M | 3.25% |
| ROYAL BANK OF CANADA | $5.7M | 0.00% |
| BLVD Private Wealth, LLC | $5.6M | 4.87% |
| UBS Group AG | $5.2M | 0.00% |
| Patriot Financial Group Insurance Agency, LLC | $5.2M | 0.29% |
| DMC Group, LLC | $4.8M | 3.24% |
| Clarity Asset Management, Inc. | $4.8M | 2.41% |
| MORGAN STANLEY | $4.3M | 0.00% |
| Creative Planning | $3.5M | 0.00% |
| CFG Wealth Management Services, Inc. | $3.1M | 2.80% |
| ENVESTNET ASSET MANAGEMENT INC | $3.0M | 0.00% |
| OSAIC HOLDINGS, INC. | $3.0M | 0.00% |
| Rockefeller Capital Management L.P. | $2.9M | 0.01% |
| AMERIPRISE FINANCIAL INC | $2.9M | 0.00% |
| Quantinno Capital Management LP | $2.7M | 0.00% |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.6M | 0.00% |
| BANK OF AMERICA CORP /DE/ | $2.4M | 0.00% |
| Almanack Investment Partners, LLC. | $2.2M | 0.37% |
| STUDIO INVESTMENT MANAGEMENT LLC | $2.0M | 0.35% |
| Cetera Investment Advisers | $1.8M | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 0.00% |
| MASTER'S WEALTH MANAGEMENT INC. | $1.5M | 0.51% |
| Park Edge Advisors, LLC | $1.3M | 0.29% |
| CITADEL ADVISORS LLC | $987.6K | 0.00% |
| WELLS FARGO & COMPANY/MN | $952.7K | 0.00% |
| MML INVESTORS SERVICES, LLC | $904.4K | 0.00% |
| Cerity Partners OCIO LLC | $871.3K | 0.05% |
| Legacy Wealth Asset Management, LLC | $798.9K | 0.19% |
| Belpointe Asset Management LLC | $749.7K | 0.03% |
| Lunt Capital Management, Inc. | $613.9K | 0.24% |
| NerdWallet Wealth Partners, LLC | $544.8K | 0.24% |
| SATOVSKY ASSET MANAGEMENT LLC | $544.5K | 0.10% |
| Palisades Hudson Asset Management, L.P. | $541.0K | 0.21% |
| MERCER GLOBAL ADVISORS INC /ADV | $515.0K | 0.00% |
| Haverford Trust Co | $496.4K | 0.00% |
| Trademark Financial Management, LLC | $441.5K | 0.22% |
| Pinnacle Financial Partners, Inc. | $427.6K | 0.00% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $427.1K | 0.02% |
| Empirical Asset Management, LLC | $396.9K | 0.10% |
| Purpose Unlimited Inc. | $378.8K | 0.02% |
| LPL Financial LLC | $335.4K | 0.00% |
| FIDUCIARY FINANCIAL GROUP, LLC | $330.6K | 0.04% |
| Martin Capital Partners, LLC | $265.0K | 0.10% |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | $261.6K | 0.11% |
| TWO SIGMA SECURITIES, LLC | $217.5K | 0.03% |
| HRT FINANCIAL LP | $217.0K | 0.00% |
| Cerity Partners LLC | $213.9K | 0.00% |
| Csenge Advisory Group | $208.8K | 0.01% |
| LFA - Lugano Financial Advisors SA | $195.1K | 0.10% |
| FIFTH THIRD BANCORP | $144.7K | 0.00% |
| Allworth Financial LP | $73.0K | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $27.7K | 0.00% |
| Transamerica Financial Advisors, LLC | $19.3K | 0.00% |
| ASSETMARK, INC | $11.4K | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $9.9K | 0.00% |
| CARDIFF PARK ADVISORS, LLC | $8.7K | 0.00% |
| Smartleaf Asset Management LLC | $4.5K | 0.00% |
| Elevated Capital Advisors, LLC | $4.3K | 0.00% |
| Caldwell Trust Co | $3.4K | 0.00% |
| FMR LLC | $3.0K | 0.00% |
| Farther Finance Advisors, LLC | $2.1K | 0.00% |
| Legacy Wealth Managment, LLC/ID | $727.0 | 0.00% |
| HUNTINGTON NATIONAL BANK | $54.0 | 0.00% |
| EASTERN BANK | $27.0 | 0.00% |