| Envestnet Pmc | $19.1M | 60 | 2026-06-30 |
| Blackrock, Inc. | $11.3M | 0 | 2026-06-30 |
| Jane Street Group, LLC | $11.2M | 0 | 2026-06-30 |
| MML Investors Services, LLC | $4.7M | 5,120 | 2026-06-30 |
| Envestnet Portfolio Solutions, Inc. | $3.6M | 3 | 2026-06-30 |
| Morgan Stanley | $3.4M | 23,185 | 2026-06-30 |
| Vise Technologies, Inc. | $3M | 0 | 2026-06-30 |
| Assetmark, Inc | $3M | 220 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $3M | 1,026 | 2026-06-30 |
| Trek Financial, LLC | $2.6M | 63 | 2026-06-30 |
| Jb Capital LLC | $1.4M | 26 | 2026-06-30 |
| Diversify Advisory Services, LLC | $1.4M | 116 | 2026-06-30 |
| Diversify Wealth Management, LLC | $1.4M | 78 | 2026-06-30 |
| Beacon Financial Group | $856.3K | 8 | 2026-06-30 |
| C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors | $791.6K | 103 | 2026-06-30 |
| Beto Financial Group, LLC | $552.7K | 5 | 2026-06-30 |
| Ae Wealth Management LLC | $552.1K | 471 | 2026-06-30 |
| Orion Porfolio Solutions, LLC | $450.4K | 199 | 2026-06-30 |
| Sanctuary Advisors, LLC | $432.1K | 401 | 2026-06-30 |
| Pathstone Holdings, LLC | $425.4K | 0 | 2026-06-30 |
| Sequoia Financial Group, LLC | $352.7K | 258 | 2026-06-30 |
| Osaic Holdings, Inc. | $277.1K | 0 | 2026-06-30 |
| Integrated Advisors Network LLC | $255.5K | 79 | 2026-06-30 |
| Arax Advisory Partners | $181.4K | 232 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $118.6K | 480 | 2026-06-30 |
| Transamerica Financial Advisors, LLC | $62K | 1,097 | 2026-06-30 |
| Rossby Financial, Lcc | $56.3K | 31 | 2026-06-30 |
| Fifth Third Bancorp | $37K | 0 | 2026-06-30 |
| Kingdom Financial Group Llc. | $32.1K | 15 | 2026-06-30 |
| Sunbelt Securities, Inc. | $10.6K | 63 | 2026-03-31 |
| Global Retirement Partners LLC | $5.5K | 491 | 2026-06-30 |
| Montgomery Financial Services LLC | $4.5K | 4 | 2026-06-30 |
| Portfolio Resources Advisor Group, Inc. | $2.1K | 11 | 2026-06-30 |
| Lloyd Advisory Services, Llc. | $1.8K | 7 | 2026-06-30 |
| Ifp Advisors, Inc | $1.6K | 318 | 2026-06-30 |
| Signature Equity Partners, LLC | $1.3K | 34 | 2026-06-30 |
| Park Avenue Securities LLC | $1.2K | 1,908 | 2026-06-30 |
| Silver Grove Financial Group, Inc. | $953 | 17 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $841 | 0 | 2026-06-30 |
| Meramec Financial Planners, LLC | $774 | 7 | 2026-06-30 |
| UBS Group AG | $392 | 0 | 2026-06-30 |