| Cache Advisors, LLC | $164.5M | 7 | 2026-06-30 |
| Seed Wealth Management, Inc. | $40.8M | 1 | 2026-06-30 |
| Relyea Zuckerberg Hanson LLC | $26.7M | 7 | 2026-06-30 |
| Plancorp, LLC | $11.9M | 52 | 2026-06-30 |
| Sageworth Trust Co | $10.6M | 0 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $10.4M | 1,026 | 2026-06-30 |
| Aqr Capital Management LLC | $10.3M | 1 | 2026-06-30 |
| United Capital Financial Advisors, LLC | $6.4M | 166 | 2026-06-30 |
| Soundwatch Capital, LLC | $5.7M | 2 | 2026-06-30 |
| Apexium Financial, LP | $3.7M | 0 | 2025-09-30 |
| Quarry Hill Advisors, LLC | $2.3M | 4 | 2026-06-30 |
| Jpl Wealth Management, LLC | $2.1M | 2 | 2026-06-30 |
| Creative Planning | $1.9M | 1,171 | 2026-06-30 |
| Frankly Finances, LLC | $1.9M | 1 | 2026-06-30 |
| Flatrock Wealth Partners LLC | $1.9M | 2 | 2026-06-30 |
| Royal Bank of Canada | $1.7M | 0 | 2026-06-30 |
| Almanack Investment Partners, Llc. | $1.5M | 14 | 2026-06-30 |
| L.K. Benson & Company, P.C. | $1.4M | 2 | 2026-06-30 |
| Revolve Wealth Partners, LLC | $1.4M | 14 | 2026-06-30 |
| Schiavi & Co LLC | $1.2M | 6 | 2026-06-30 |
| Ledyard National Bank | $1.2M | 0 | 2026-06-30 |
| Sherman Wealth Management LLC | $1M | 3 | 2026-06-30 |
| Summit Wealth & Retirement Planning, Inc. | $926.3K | 7 | 2026-06-30 |
| Savvy Advisors, Inc. | $861.9K | 214 | 2026-06-30 |
| Cambria Investment Management, LP | $517K | 1 | 2026-06-30 |
| Etf Architect | $517K | 6 | 2026-06-30 |
| Truepoint, Inc. | $470.4K | 40 | 2026-06-30 |
| Evolution Wealth Management Inc. | $287.8K | 3 | 2026-06-30 |
| Parkside Financial Bank & Trust | $190.4K | 0 | 2026-03-31 |
| One Degree Advisors, Inc. | $8.2K | 7 | 2026-06-30 |