| Dynasty Wealth Management, LLC | 5,303,116 | $509,927 |
| JPMORGAN CHASE & CO | 3,029,797 | $291,332 |
| SAGESPRING WEALTH PARTNERS, LLC | 2,352,369 | $192,889 |
| OpenArc Corporate Advisory, LLC | 1,670,423 | $160,621 |
| Quotient Wealth Partners, LLC | 661,587 | $63,615 |
| WCG Wealth Advisors LLC | 359,839 | $34,601 |
| LPL Financial LLC | 335,429 | $32,253 |
| RAYMOND JAMES FINANCIAL INC | 254,799 | $24,500 |
| UNIQUE WEALTH, LLC | 167,324 | $16,089 |
| Valence8 US LP | 164,850 | $15,851 |
| Centerline Wealth Advisors, LLC | 150,502 | $14,472 |
| ASPIRIANT, LLC | 147,079 | $14,142 |
| Mariner, LLC | 124,014 | $11,925 |
| Procyon Advisors, LLC | 118,620 | $11,406 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 105,340 | $10,129 |
| Quadcap Wealth Management, LLC | 86,225 | $8,298 |
| Venture Visionary Partners LLC | 81,665 | $7,885 |
| Thrivent Financial for Lutherans | 80,845 | $8 |
| ALBION FINANCIAL GROUP /UT | 72,572 | $6,978 |
| David R. Rahn & Associates Inc. | 71,735 | $6,898 |
| WJ Wealth Management, LLC | 71,101 | $6,837 |
| ADAPT WEALTH ADVISORS, LLC | 56,077 | $5,392 |
| Cyndeo Wealth Partners, LLC | 49,894 | $4,798 |
| Principle Wealth Partners LLC | 47,977 | $4,613 |
| BANK OF AMERICA CORP /DE/ | 35,683 | $3,431 |
| Brinker Capital Investments, LLC | 29,636 | $2,850 |
| COMMONWEALTH EQUITY SERVICES, LLC | 29,298 | $2,817 |
| TCW GROUP INC | 28,822 | $2,771 |
| Smart Portfolios, LLC | 27,370 | $2,632 |
| 3EDGE Asset Management, LP | 23,101 | $2,221 |
| BELLEVUE ASSET MANAGEMENT, LLC | 21,332 | $2,050 |
| SFG Wealth Management, LLC. | 20,891 | $2,009 |
| TSFG, LLC | 20,578 | $2 |
| Steward Partners Investment Advisory, LLC | 19,912 | $1,915 |
| Bridgewealth Advisory Group, LLC | 19,598 | $1,884 |
| STIFEL FINANCIAL CORP | 18,633 | $1,792 |
| Sloy Dahl & Holst, LLC | 17,395 | $1,673 |
| TFC Financial Management, Inc. | 17,291 | $1,663 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,087 | $1,451 |
| JANE STREET GROUP, LLC | 14,387 | $1,383 |
| DecisionMap Wealth Management, LLC | 14,134 | $1,359 |
| Corient Private Wealth LLC | 13,695 | $1,317 |
| CAPITAL WEALTH MANAGEMENT, LLC | 13,687 | $1,316 |
| TritonPoint Partners, LLC | 13,445 | $1,293 |
| Portside Wealth Group, LLC | 13,056 | $1,255 |
| Dakota Wealth Management | 12,903 | $1,241 |
| Lido Advisors, LLC | 12,541 | $1,225 |
| MGO ONE SEVEN LLC | 10,898 | $1,048 |
| Millstone Evans Group, LLC | 10,889 | $1,047 |
| KPP Advisory Services LLC | 10,855 | $1,044 |
| First Heartland Consultants, Inc. | 10,482 | $1,008 |
| Fairvoy Private Wealth, LLC | 9,994 | $961 |
| Visionary Wealth Advisors | 9,403 | $904 |
| PUREfi Wealth, LLC | 8,536 | $821 |
| Golden State Equity Partners | 8,450 | $813 |
| Trademark Financial Management, LLC | 8,306 | $799 |
| BECKER CAPITAL MANAGEMENT INC | 7,976 | $767 |
| ROYAL BANK OF CANADA | 7,422 | $714 |
| Geneos Wealth Management Inc. | 7,304 | $702 |
| Traveka Wealth, LLC | 6,874 | $661 |
| Cambridge Investment Research Advisors, Inc. | 6,482 | $1 |
| ENVESTNET ASSET MANAGEMENT INC | 6,155 | $592 |
| One Capital Management, LLC | 5,903 | $568 |
| rebel Financial LLC | 5,785 | $556 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4,955 | $476 |
| &PARTNERS | 4,943 | $475 |
| Private Advisor Group, LLC | 4,844 | $466 |
| Roberts Wealth Advisors, LLC | 4,544 | $437 |
| Janney Montgomery Scott LLC | 3,707 | $0 |
| Advisor OS, LLC | 3,629 | $349 |
| Rare Wolf Capital LLC | 3,450 | $332 |
| REDW Wealth LLC | 3,337 | $321 |
| HighTower Advisors, LLC | 3,231 | $311 |
| Argyle Capital Partners, LLC | 3,196 | $307 |
| Waverly Advisors, LLC | 3,175 | $305 |
| SCS Capital Management LLC | 3,073 | $295 |
| Atlantic Union Bankshares Corp | 3,000 | $288 |
| Gateway Wealth Partners, LLC | 2,880 | $277 |
| Atria Investments, Inc | 2,601 | $250 |
| MAI Capital Management | 2,531 | $243 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 2,474 | $238 |
| Diversified Trust Co | 2,393 | $230 |
| OSAIC HOLDINGS, INC. | 2,365 | $227 |
| WealthTrust Asset Management, LLC | 2,239 | $215 |
| UBS Group AG | 1,296 | $125 |
| Keating Financial Advisory Services, Inc. | 1,142 | $110 |
| MORGAN STANLEY | 1,042 | $100 |
| Golden State Wealth Management, LLC | 870 | $84 |
| COMERICA BANK | 808 | $78 |
| Triumph Capital Management | 698 | $67 |
| Financially Speaking Inc | 552 | $53 |
| PRIVATE TRUST CO NA | 340 | $33 |
| HARBOUR INVESTMENTS, INC. | 329 | $32 |
| Key Capital Management, INC | 317 | $30 |
| Litman Gregory Wealth Management LLC | 253 | $24 |
| Tidemark, LLC | 236 | $23 |
| Signature Resources Capital Management, LLC | 126 | $12 |
| Ronald Blue Trust, Inc. | 107 | $10 |
| Financial Network Wealth Advisors LLC | 105 | $10 |
| Godfrey Financial Associates, Inc. | 66 | $6 |
| 7 other institutions | 215 | $15 |