| Raymond James Financial Inc | $18.9M | 0 | 2026-06-30 |
| Lpl Financial LLC | $18M | 23,458 | 2026-06-30 |
| Hightower Advisors, LLC | $12.5M | 1,046 | 2026-06-30 |
| Envestnet Pmc | $9.9M | 60 | 2026-06-30 |
| Capital Wealth Management, LLC | $9.3M | 12 | 2026-06-30 |
| Gwn Securities Inc. | $9.2M | 449 | 2026-06-30 |
| Osaic Holdings, Inc. | $8M | 0 | 2026-06-30 |
| Diversify Advisory Services, LLC | $7.8M | 116 | 2026-06-30 |
| Diversify Wealth Management, LLC | $7.8M | 78 | 2026-06-30 |
| Syntegra Private Wealth Group, LLC | $7.5M | 12 | 2026-06-30 |
| Columbia Advisory Partners LLC | $7.4M | 18 | 2026-06-30 |
| Cetera Investment Advisers | $6.7M | 10,370 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $6.6M | 2,863 | 2026-06-30 |
| Sykon Capital LLC | $4.9M | 5 | 2026-06-30 |
| Principal Securities, Inc. | $4.8M | 1,463 | 2026-06-30 |
| Kfg Wealth Management, LLC | $4.5M | 49 | 2026-06-30 |
| Brookstone Capital Management | $4.4M | 337 | 2026-06-30 |
| Benson Wealth Management, Inc. | $3.6M | 2 | 2026-06-30 |
| Encompass More Asset Management | $3.4M | 86 | 2026-06-30 |
| Heritage Wealth Management, Inc. | $3.3M | 3 | 2026-06-30 |
| Kathmere Capital Management, LLC | $3.2M | 17 | 2026-06-30 |
| Rockefeller Capital Management LP | $3M | 346 | 2026-06-30 |
| Optima Capital LLC | $3M | 6 | 2026-06-30 |
| Susquehanna International Group, LLP | $2.8M | 0 | 2026-06-30 |
| World Investment Advisors | $2.7M | 359 | 2026-06-30 |
| Kingsview Wealth Management, LLC | $2.7M | 115 | 2026-06-30 |
| Mtm Financial Group, LLC | $2.6M | 8 | 2026-06-30 |
| Bedel Financial Consulting, Inc. | $2.4M | 19 | 2026-06-30 |
| Wealthspire Retirement, LLC | $2.1M | 146 | 2026-06-30 |
| Caliber Wealth Management, LLC / Ks | $1.9M | 14 | 2026-06-30 |
| MML Investors Services, LLC | $1.9M | 5,120 | 2026-06-30 |
| Seros Financial, LLC | $1.9M | 8 | 2026-06-30 |
| Kestra Advisory Services, LLC | $1.9M | 1,479 | 2026-06-30 |
| Diligent Investors, LLC | $1.5M | 3 | 2026-06-30 |
| Creativeone Wealth, LLC | $1.3M | 221 | 2026-06-30 |
| Balance Wealth | $1.3M | 9 | 2026-06-30 |
| Ofc Financial Planning, LLC | $1.2M | 2 | 2026-06-30 |
| Old Mission Capital LLC | $1.2M | 0 | 2026-06-30 |
| Visionary Wealth Advisors | $1.2M | 46 | 2026-06-30 |
| Equitable Holdings, Inc. | $1M | 0 | 2026-06-30 |
| Foronjy Financial | $1M | 4 | 2026-06-30 |
| Continuum Wealth Advisors, LLC | $997.7K | 6 | 2026-06-30 |
| Atria Investments, Inc | $941.9K | 6 | 2026-06-30 |
| Advisory Services Network | $941.9K | 253 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $927.6K | 481 | 2026-06-30 |
| Curtis Advisory Group, LLC | $911.1K | 3 | 2026-06-30 |
| 4j Wealth Management, LLC | $760.8K | 4 | 2026-06-30 |
| Private Advisor Group, LLC | $760.8K | 927 | 2026-06-30 |
| Truist Financial Corp | $745.7K | 0 | 2026-06-30 |
| Rfg Advisory, LLC | $680.1K | 191 | 2026-06-30 |
| Capital Investment Advisory Services, LLC | $642.1K | 103 | 2026-06-30 |
| Arax Advisory Partners | $637.9K | 232 | 2026-06-30 |
| Mkd Wealth | $618.7K | 6 | 2026-06-30 |
| Bank of New York Mellon Corp | $584.3K | 0 | 2026-06-30 |
| Harvest Investment Services, LLC | $506.4K | 27 | 2026-06-30 |
| Integral Wealth Management | $481.5K | 5 | 2026-06-30 |
| Western Wealth Management, LLC | $476.9K | 112 | 2026-06-30 |
| Simplicity Wealth, LLC | $472K | 0 | 2026-06-30 |
| Daymark Wealth Partners, LLC | $462.4K | 37 | 2026-06-30 |
| Vantage Financial Partners, LLC | $455.5K | 0 | 2025-12-31 |
| Beacon Pointe Advisors, LLC | $407.4K | 466 | 2026-06-30 |
| Ibex Wealth Advisors, LLC | $398.3K | 8 | 2026-06-30 |
| Ameritas Advisory Services, LLC | $392.5K | 550 | 2026-06-30 |
| Blue Bell Private Wealth Management, LLC | $376.3K | 11 | 2026-06-30 |
| Chapman Financial Group, LLC | $354.2K | 0 | 2026-06-30 |
| Vaquero Private Wealth, Ltd | $342K | 6 | 2026-06-30 |
| Integrity Alliance, Llc. | $299.9K | 353 | 2026-06-30 |
| Vestgen Advisors, LLC | $277.7K | 58 | 2026-06-30 |
| D.B. Root & Company, LLC | $271.8K | 15 | 2026-06-30 |
| Chicago Oakbrook Financial Group | $266.3K | 10 | 2026-06-30 |
| Capital Asset Advisory Services LLC | $259K | 69 | 2026-06-30 |
| Axxcess Wealth Management, LLC | $259K | 38 | 2026-06-30 |
| Capital Investment Advisors, LLC | $231.1K | 59 | 2026-06-30 |
| Balboa Wealth Partners, Inc. | $211.3K | 26 | 2026-06-30 |
| Trail Ridge Investment Advisors, LLC | $210.2K | 8 | 2026-06-30 |
| Farther Finance Advisors, LLC | $207.8K | 334 | 2026-06-30 |
| McAdam LLC | $205.4K | 135 | 2026-06-30 |
| Wealthcare Capital Management LLC | $200.5K | 32 | 2026-06-30 |
| Advisornet Wealth Partners | $167.1K | 58 | 2026-06-30 |
| Dunhill Financial, LLC | $134K | 12 | 2026-06-30 |
| Oakmont Advisory Group, LLC | $117.8K | 3 | 2026-06-30 |
| Dhjj Financial Advisors, Ltd. | $76.3K | 7 | 2026-06-30 |
| Gilpin Wealth Management, LLC | $59K | 4 | 2026-06-30 |
| Global Retirement Partners LLC | $58K | 491 | 2026-06-30 |
| Silver Grove Financial Group, Inc. | $47.2K | 17 | 2026-06-30 |
| Creative Financial Designs Inc /adv | $39.3K | 0 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $30.3K | 480 | 2026-06-30 |
| Financial Network Wealth Advisors LLC | $15.9K | 7 | 2026-06-30 |
| Ae Wealth Management LLC | $14.3K | 471 | 2026-06-30 |
| Cwm, LLC | $5.9K | 667 | 2026-03-31 |
| Ifp Advisors, Inc | $5.1K | 318 | 2026-06-30 |
| Corecap Advisors, LLC | $3.4K | 118 | 2026-06-30 |
| Morgan Stanley | $3.3K | 23,185 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $2.5K | 3,940 | 2026-03-31 |
| Jpmorgan Chase & Co | $1.8K | 0 | 2026-06-30 |
| Centaurus Financial, Inc. | $1.3K | 431 | 2026-06-30 |
| Capital Analysts, LLC | $584 | 608 | 2026-06-30 |
| Hazlett, Burt & Watson, Inc. | $9 | 20 | 2026-06-30 |