| Kaye Capital Management | EL SEGUNDO, CA | $6.8M | 326,771 |
| Atria Wealth Solutions, Inc. | NEW YORK, NY | $4.9M | 238,939 |
| Exchange Capital Management, Inc. | Ann Arbor, MI | $1.7M | 84,095 |
| Tyler-Stone Wealth Management | BEACHWOOD, OH | $1.5M | 71,656 |
| AVANTAX ADVISORY SERVICES, INC. | DALLAS, TX | $1.1M | 52,426 |
| SUMMIT INVESTMENT ADVISORS, INC. | HUNT VALLEY, MD | $1.0M | 49,764 |
| Good Life Advisors, LLC | READING, PA | $1.0M | 49,612 |
| Congress Wealth Management LLC / DE / | BOSTON, MA | $728K | 35,198 |
| OPTIMUM INVESTMENT ADVISORS | Chicago, IL | $399K | 19,300 |
| Sterling Financial Group, Inc. | PASADENA, CA | $342K | 16,534 |
| First Horizon Advisors, Inc. | MEMPHIS, TN | $241K | 11,632 |
| HUNTINGTON NATIONAL BANK | COLUMBUS, OH | $41 | 2 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |