| Congress Wealth Management LLC / DE / | BOSTON, MA | $12.9M | 513,564 |
| Atria Wealth Solutions, Inc. | NEW YORK, NY | $8.0M | 316,905 |
| AVANTAX ADVISORY SERVICES, INC. | DALLAS, TX | $2.8M | 110,136 |
| Masso Torrence Wealth Management Inc. | MARLTON, NJ | $1.2M | 47,364 |
| Exchange Capital Management, Inc. | Ann Arbor, MI | $1.2M | 47,115 |
| FULLCIRCLE WEALTH LLC | DALLAS, TX | $1.0M | 41,810 |
| Horan Securities, Inc. | CINCINNATI, X1 | $996K | 39,551 |
| SUMMIT INVESTMENT ADVISORS, INC. | HUNT VALLEY, MD | $516K | 20,554 |
| Siligmueller & Norvid Wealth Advisors LLC | GLEN ELLYN, IL | $421K | 16,703 |
| L.M. KOHN & COMPANY | CINCINNATI, OH | $367K | 14,564 |
| First Horizon Advisors, Inc. | MEMPHIS, TN | $77K | 3,071 |
| Centricity Wealth Management, LLC | Westerville, OH | $25K | 1,000 |
| Hemington Wealth Management | FALLS CHURCH, VA | $28 | 1,143 |
| HUNTINGTON NATIONAL BANK | COLUMBUS, OH | $25 | 1 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |