| ROYAL BANK OF CANADA | $42.2M | 0.01% |
| Focus Partners Wealth | $24.5M | 0.03% |
| Tradition Wealth Management, LLC | $15.6M | 1.11% |
| BOYUM WEALTH ARCHITECTS LLC | $13.4M | 5.58% |
| Mutual Advisors, LLC | $12.0M | 0.26% |
| MML INVESTORS SERVICES, LLC | $10.9M | 0.03% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $9.3M | 0.06% |
| Financial Designs Corp | $9.2M | 5.14% |
| GeoWealth Management, LLC | $8.2M | 0.29% |
| MBL Wealth, LLC | $6.3M | 0.48% |
| Ted Buchan & Co | $4.9M | 1.77% |
| CAHILL FINANCIAL ADVISORS INC | $4.3M | 0.47% |
| Ausdal Financial Partners, Inc. | $4.3M | 0.19% |
| Thrivent Financial for Lutherans | $4.2M | 0.01% |
| Freedom Financial Partners LLC | $4.1M | 1.48% |
| Capital Management Associates, Inc | $3.7M | 0.83% |
| LPL Financial LLC | $3.6M | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.3M | 0.00% |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $3.3M | 0.55% |
| SYKON CAPITAL LLC | $2.1M | 0.71% |
| UBS Group AG | $2.1M | 0.00% |
| BlackDiamond Wealth Management, LLC | $1.9M | 0.90% |
| Belpointe Asset Management LLC | $1.6M | 0.06% |
| ENVESTNET ASSET MANAGEMENT INC | $1.3M | 0.00% |
| Arete Wealth Advisors, LLC | $1.3M | 0.10% |
| GOLDMAN SACHS GROUP INC | $791.8K | 0.00% |
| Osbon Capital Management LLC | $725.0K | 0.59% |
| Integrated Wealth Concepts LLC | $672.8K | 0.01% |
| MGO ONE SEVEN LLC | $561.4K | 0.01% |
| AQR CAPITAL MANAGEMENT LLC | $513.2K | 0.00% |
| IHT Wealth Management, LLC | $502.0K | 0.01% |
| Jacobi Capital Management LLC | $441.7K | 0.02% |
| GREAT VALLEY ADVISOR GROUP, INC. | $419.7K | 0.01% |
| Tactive Advisors, LLC | $414.7K | 0.12% |
| Pinnacle Bancorp, Inc. | $370.4K | 0.11% |
| Marks Group Wealth Management, Inc | $349.5K | 0.03% |
| JANE STREET GROUP, LLC | $341.4K | 0.00% |
| FLAGSHIP HARBOR ADVISORS, LLC | $281.7K | 0.01% |
| Lifeworks Advisors, LLC | $268.2K | 0.03% |
| Accurate Wealth Management, LLC | $233.6K | 0.03% |
| CHOREO, LLC | $229.1K | 0.00% |
| FIFTH THIRD BANCORP | $218.8K | 0.00% |
| Steward Partners Investment Advisory, LLC | $44.4K | 0.00% |
| JPMORGAN CHASE & CO | $12.6K | 0.00% |
| MORGAN STANLEY | $6.2K | 0.00% |
| Financial Perspectives, Inc | $5.3K | 0.00% |
| NBC SECURITIES, INC. | $1.6K | 0.00% |