| Rpoa Advisors, Inc. | $869.6M | 33 | 2026-06-30 |
| Bank of New York Mellon Corp | $264.1M | 0 | 2026-06-30 |
| Bank of America Corp /de | $102.6M | 0 | 2026-06-30 |
| Total Investment Management Inc | $71.5M | 8 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $66.9M | 480 | 2026-06-30 |
| Talon Private Wealth, LLC | $50.7M | 0 | 2026-03-31 |
| Aptus Capital Advisors, LLC | $47.7M | 21 | 2026-06-30 |
| Signal Advisors Wealth, LLC | $44.6M | 45 | 2026-06-30 |
| Tanager Wealth Management LLP | $42.7M | 13 | 2026-06-30 |
| Brookstone Capital Management | $42.4M | 337 | 2026-06-30 |
| Central Trust Co | $39.5M | 0 | 2026-06-30 |
| Stadion Money Management, LLC | $33.4M | 13 | 2026-06-30 |
| Glen Eagle Advisors, LLC | $29.4M | 13 | 2026-06-30 |
| Wealthspire Advisors, LLC | $28.4M | 237 | 2026-06-30 |
| Gm Advisory Group, LLC | $26M | 0 | 2026-03-31 |
| Royal Bank of Canada | $20.6M | 0 | 2026-06-30 |
| Crux Wealth Advisors | $13.6M | 9 | 2026-06-30 |
| Carolina Wealth Advisors | $12.9M | 4 | 2026-06-30 |
| Lord and Richards | $10.7M | 8 | 2026-06-30 |
| Morgan Stanley | $10M | 23,185 | 2026-06-30 |
| Wealth Forward, LLC | $8.9M | 2 | 2026-06-30 |
| Tailwinds Wealth, LLC | $8M | 8 | 2026-06-30 |
| Lpl Financial LLC | $7.2M | 23,458 | 2026-06-30 |
| Maripau Wealth Management LLC | $7.2M | 22 | 2026-06-30 |
| Sevenbridge Financial Group, LLC | $7.1M | 3 | 2026-06-30 |
| Curran Financial Partners, LLC | $6.3M | 16 | 2026-06-30 |
| Osaic Holdings, Inc. | $6M | 0 | 2026-06-30 |
| Symphony Financial, Ltd. Co. | $5.1M | 46 | 2026-06-30 |
| Rockefeller Capital Management LP | $4.9M | 346 | 2026-06-30 |
| Sightline Wealth Advisors, LLC | $4.7M | 4 | 2026-06-30 |
| Equitable Holdings, Inc. | $4.7M | 0 | 2026-06-30 |
| Second Line Capital, LLC | $4.5M | 24 | 2026-06-30 |
| Envestnet Pmc | $4.4M | 60 | 2026-06-30 |
| Guardian Wealth Advisors, LLC / Nc | $4.3M | 33 | 2026-06-30 |
| Raymond James Financial Inc | $4.3M | 0 | 2026-06-30 |
| First Heartland Consultants, Inc. | $3.7M | 99 | 2026-06-30 |
| Jpmorgan Chase & Co | $3.5M | 0 | 2026-06-30 |
| Merited Wealth, LLC | $3.4M | 4 | 2026-06-30 |
| Advisory Services Network | $3M | 253 | 2026-06-30 |
| Newedge Advisors | $2.7M | 601 | 2026-06-30 |
| Stiles Financial Services Inc | $2.6M | 8 | 2026-06-30 |
| Cetera Investment Advisers | $2.3M | 10,370 | 2026-06-30 |
| Citadel Advisors LLC | $2.2M | 0 | 2026-06-30 |
| Sentinel Pension Advisors, LLC | $2.1M | 51 | 2026-06-30 |
| Concurrent Investment Advisors, LLC | $2M | 349 | 2026-06-30 |
| Legacy Private Trust Co. | $1.9M | 0 | 2026-06-30 |
| Jane Street Group, LLC | $1.6M | 0 | 2026-06-30 |
| Vestgen Advisors, LLC | $1.6M | 58 | 2026-06-30 |
| Collective Family Office, LLC | $1.5M | 4 | 2026-06-30 |
| E6 Portfolios, LLC | $1.4M | 3 | 2026-06-30 |
| Fifth Third Securities, Inc. | $1.3M | 1,014 | 2026-06-30 |
| Envestnet Portfolio Solutions, Inc. | $1M | 3 | 2026-06-30 |
| Sanctuary Advisors, LLC | $870.4K | 401 | 2026-06-30 |
| Harbour Capital Advisors, LLC | $818.9K | 4 | 2026-06-30 |
| Stratos Wealth Partners, Ltd. | $783.5K | 386 | 2026-06-30 |
| Zhang Financial LLC | $775.4K | 20 | 2026-06-30 |
| Sageview Advisory Group, LLC | $730.3K | 94 | 2026-06-30 |
| Savvy Advisors, Inc. | $698.4K | 214 | 2026-06-30 |
| Krilogy | $680.6K | 64 | 2026-06-30 |
| Strong Retirement Solutions | $581.5K | 6 | 2026-06-30 |
| Dynamic | $571K | 75 | 2026-06-30 |
| Blueprint Investment Partners LLC | $480K | 5 | 2026-06-30 |
| Blueprint Financial Advisors | $480K | 39 | 2026-06-30 |
| Farther Finance Advisors, LLC | $472.9K | 334 | 2026-06-30 |
| Wells Fargo & Company/mn | $424.7K | 0 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $413.9K | 2,863 | 2026-06-30 |
| Advisor Resource Council | $384.2K | 86 | 2026-06-30 |
| Pathstone Holdings, LLC | $382.4K | 0 | 2026-06-30 |
| Foundations Investment Advisors, LLC | $380.3K | 302 | 2026-06-30 |
| Bankplus Trust Department | $379.4K | 0 | 2026-06-30 |
| Strategic Financial Planning, Inc. | $359.9K | 2 | 2026-06-30 |
| Independent Advisor Alliance, LLC | $335.9K | 302 | 2026-06-30 |
| Captrust Financial Advisors | $304.6K | 962 | 2026-06-30 |
| Fmr LLC | $270.7K | 0 | 2026-06-30 |
| Bouchey Financial Group, Ltd. | $247.4K | 11 | 2026-06-30 |
| Waverly Advisors, LLC | $228.2K | 231 | 2026-06-30 |
| Lantern Wealth Advisors, LLC | $226.5K | 26 | 2026-06-30 |
| Oath Planning, LLC | $223.3K | 6 | 2026-06-30 |
| Mariner, LLC | $220.9K | 0 | 2026-06-30 |
| Mercer Global Advisors Inc /adv | $210.7K | 0 | 2026-06-30 |
| UBS Group AG | $136.2K | 0 | 2026-06-30 |
| Compass Financial Management LLC | $111.7K | 46 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $78.8K | 0 | 2026-06-30 |
| Ifp Advisors, Inc | $70.5K | 318 | 2026-06-30 |
| Kings Path Partners LLC | $32K | 4 | 2026-06-30 |
| Fsa Wealth Management LLC | $23.8K | 0 | 2025-09-30 |
| Parallel Advisors, LLC | $9.2K | 75 | 2026-06-30 |
| Princeton Global Asset Management LLC | $7.6K | 17 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $6.4K | 481 | 2026-06-30 |
| Harbour Investments, Inc. | $5.3K | 247 | 2026-06-30 |
| New England Asset Management Inc | $4.2K | 1 | 2026-06-30 |
| M Holdings Securities, Inc. | $2.5K | 175 | 2026-06-30 |
| Ae Wealth Management LLC | $2.5K | 471 | 2026-06-30 |
| Park Avenue Securities LLC | $2K | 1,908 | 2026-06-30 |
| Jones Financial Companies LLLP | $1.6K | 0 | 2026-06-30 |
| Vanguard Advisers Inc | $965 | 2,469 | 2026-06-30 |
| Flow Traders U.S. LLC | $402 | 0 | 2026-06-30 |
| Copia Wealth Management | $210 | 4 | 2026-06-30 |