| Spartan Planning & Wealth Management | 114,082 | $11,431,016 | 13.40% |
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| Blueprint Investment Partners LLC | 262,780 | $26,330,560 | 8.46% |
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| LITTLE HOUSE CAPITAL LLC | 97,155 | $9,734,949 | 4.00% |
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| U.S. Capital Wealth Advisors, LLC | 499,195 | $50,019,377 | 2.25% |
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| CIC Wealth, LLC | 52,785 | $5,289,041 | 1.90% |
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| LEGACY FINANCIAL GROUP, INC. | 35,559 | $3,563,012 | 1.76% |
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| Teramo Advisors, LLC | 30,000 | $3,006,000 | 1.27% |
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| SILVER OAK SECURITIES, INCORPORATED | 33,999 | $3,406,700 | 0.74% |
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| SIGNET FINANCIAL MANAGEMENT, LLC | 27,852 | $2,790,792 | 0.46% |
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| Insight Wealth Partners, LLC | 18,654 | $1,869,131 | 0.36% |
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| Prosperity Financial Group, Inc. | 4,249 | $425,750 | 0.35% |
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| Magnus Financial Group LLC | 19,688 | $1,972,688 | 0.29% |
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| V Wealth Advisors LLC | 2,378 | $238,287 | 0.19% |
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| Colonial Trust Co / SC | 1,500 | $150,593 | 0.04% |
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| Atria Wealth Solutions, Inc. | 10,823 | $1,084,465 | 0.02% |
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| ENVESTNET ASSET MANAGEMENT INC | 299,497 | $30,009,635 | 0.01% |
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| Simplicity Solutions, LLC | 3,881 | $388,876 | 0.01% |
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| OSAIC HOLDINGS, INC. | 69,285 | $6,945,050 | 0.01% |
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| Envestnet Portfolio Solutions, Inc. | 13,901 | $1,392,880 | 0.01% |
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| Cambridge Investment Research Advisors, Inc. | 10,811 | $1,083 | 0.01% |
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