| 1 | Aprio Wealth Management, LLC | 578,963 | $43.8M | 2.51% | Share |
| 2 | Verum Partners LLC | 480,051 | $36.3M | 7.31% | Share |
| 3 | Mills Wealth Advisors LLC | 337,461 | $25.5M | 10.06% | Share |
| 4 | HBK Sorce Advisory LLC | 337,934 | $25.0M | 0.57% | Share |
| 5 | Topsail Wealth Management, LLC | 326,854 | $24.7M | 3.62% | Share |
| 6 | JANE STREET GROUP, LLC | 266,234 | $20.0M | 0.00% | Share |
| 7 | San Luis Wealth Advisors LLC | 239,055 | $18.1M | 3.03% | Share |
| 8 | Opus Capital Group, LLC | 223,270 | $16.9M | 1.83% | Share |
| 9 | Confluence Wealth Services, Inc. | 218,146 | $16.5M | 0.68% | Share |
| 10 | MB, LEVIS & ASSOCIATES, LLC | 180,323 | $13.6M | 5.74% | Share |
| 11 | CGN Advisors LLC | 172,709 | $13.1M | 1.03% | Share |
| 12 | JPMORGAN CHASE & CO | 151,893 | $11.0M | 0.00% | Share |
| 13 | TAGStone Capital, Inc. | 103,827 | $7.8M | 2.92% | Share |
| 14 | Focus Partners Wealth | 97,821 | $7.0M | 0.01% | Share |
| 15 | Verus Financial Partners, Inc. | 89,701 | $6.8M | 0.63% | Share |
| 16 | Blume Capital Management, Inc. | 84,015 | $6.3M | 1.16% | Share |
| 17 | Physician Wealth Advisors, Inc. | 81,481 | $6.2M | 0.86% | Share |
| 18 | Physician Wealth Solutions Inc. | 75,204 | $5.7M | 2.41% | Share |
| 19 | Waverly Advisors, LLC | 66,213 | $5.0M | 0.04% | Share |
| 20 | Tilson Financial Group, Inc. | 56,518 | $4.3M | 1.31% | Share |
| 21 | Greenwich Wealth Management LLC | 56,227 | $4.2M | 0.19% | Share |
| 22 | Rehmann Capital Advisory Group | 46,920 | $3.6M | 0.19% | Share |
| 23 | Advyzon Investment Management, LLC | 46,767 | $3.5M | 0.41% | Share |
| 24 | Gutierrez Wealth Advisory, LLC | 46,767 | $3.5M | 2.22% | Share |
| 25 | Balanced Rock Investment Advisors LLC | 46,058 | $3.5M | 2.47% | Share |
| 26 | S.A. Mason LLC | 45,858 | $3.5M | 1.37% | Share |
| 27 | Kelman-Lazarov, Inc. | 41,252 | $3.1M | 0.45% | Share |
| 28 | SMITHBRIDGE ASSET MANAGEMENT INC/DE | 49,934 | $3.0M | 0.26% | Share |
| 29 | Brio Consultants, LLC | 37,978 | $2.9M | 0.37% | Share |
| 30 | Elequin Capital, LP | 35,296 | $2.7M | 0.20% | Share |
| 31 | Keystone Financial Group, Inc. | 31,990 | $2.4M | 1.27% | Share |
| 32 | EQ WEALTH ADVISORS, LLC | 31,191 | $2.4M | 1.39% | Share |
| 33 | NWM ADVISORS, LLC | 30,695 | $2.3M | 2.02% | Share |
| 34 | TFO Wealth Partners, LLC | 29,732 | $2.2M | 0.34% | Share |
| 35 | Sunpointe, LLC | 27,516 | $2.1M | 0.69% | Share |
| 36 | GOLDMAN SACHS GROUP INC | 34,720 | $2.0M | 0.00% | Share |
| 37 | Tower Research Capital LLC (TRC) | 38,172 | $2.0M | 0.05% | Share |
| 38 | LPL Financial LLC | 28,834 | $2.0M | 0.00% | Share |
| 39 | Capital Investment Services of America, Inc. | 26,140 | $2.0M | 0.19% | Share |
| 40 | CRA Financial Services, LLC | 24,885 | $1.9M | 0.25% | Share |
| 41 | TRUIST FINANCIAL CORP | 24,575 | $1.9M | 0.00% | Share |
| 42 | Burton Enright Welch | 18,807 | $1.4M | 0.20% | Share |
| 43 | SEVEN MILE ADVISORY | 18,381 | $1.4M | 0.24% | Share |
| 44 | Valeo Financial Advisors, LLC | 18,201 | $1.4M | 0.03% | Share |
| 45 | SJS Investment Consulting Inc. | 17,723 | $1.3M | 0.17% | Share |
| 46 | AWM CAPITAL, LLC | 15,761 | $1.2M | 0.11% | Share |
| 47 | OLD MISSION CAPITAL LLC | 15,745 | $1.2M | 0.03% | Share |
| 48 | NavPoint Financial, Inc. | 15,063 | $1.1M | 0.49% | Share |
| 49 | BOSTON FAMILY OFFICE LLC | 14,829 | $1.1M | 0.07% | Share |
| 50 | Galvin, Gaustad & Stein, LLC | 13,431 | $1.0M | 0.08% | Share |