| Lpl Financial LLC | $102.6M | 23,458 | 2026-06-30 |
| Envestnet Pmc | $61.9M | 60 | 2026-06-30 |
| Cetera Investment Advisers | $34.7M | 10,370 | 2026-06-30 |
| Osaic Holdings, Inc. | $30M | 0 | 2026-06-30 |
| Kingsview Wealth Management, LLC | $28.2M | 115 | 2026-06-30 |
| Prasad Wealth Partners, LLC | $21.6M | 11 | 2026-06-30 |
| Collaborative Wealth Managment Inc. | $21M | 13 | 2026-06-30 |
| Lifewealth Investments, LLC | $19.6M | 9 | 2026-06-30 |
| Holos Integrated Wealth | $18.3M | 3 | 2026-06-30 |
| Raymond James Financial Inc | $14.7M | 0 | 2026-06-30 |
| UBS Group AG | $13.8M | 0 | 2026-06-30 |
| Mutual Advisors, LLC | $13M | 153 | 2026-06-30 |
| Mtm Financial Group, LLC | $12.9M | 8 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $11.8M | 2,863 | 2026-06-30 |
| Hightower Advisors, LLC | $10.9M | 1,046 | 2026-06-30 |
| Quadcap Wealth Management, LLC | $10.5M | 13 | 2026-06-30 |
| Buska Wealth Management, LLC | $10.4M | 0 | 2026-06-30 |
| Kestra Advisory Services, LLC | $9.8M | 1,479 | 2026-06-30 |
| Harbour Investments, Inc. | $8.2M | 247 | 2026-06-30 |
| World Investment Advisors | $8M | 359 | 2026-06-30 |
| Kfg Wealth Management, LLC | $7.3M | 49 | 2026-06-30 |
| Gwn Securities Inc. | $7M | 449 | 2026-06-30 |
| Caliber Wealth Management, LLC / Ks | $6.4M | 14 | 2026-06-30 |
| Beacon Pointe Advisors, LLC | $6.3M | 466 | 2026-06-30 |
| Core Wealth Advisors, Inc. | $5.8M | 11 | 2026-06-30 |
| MML Investors Services, LLC | $5.8M | 5,120 | 2026-06-30 |
| Forvis Mazars Wealth Advisors, LLC | $5.3M | 83 | 2026-06-30 |
| Seros Financial, LLC | $5M | 8 | 2026-06-30 |
| Merit Financial Group, LLC | $4.7M | 295 | 2026-06-30 |
| Garden State Investment Advisory Services LLC | $4.7M | 33 | 2026-06-30 |
| Creativeone Wealth, LLC | $4.2M | 221 | 2026-06-30 |
| Columbia Advisory Partners LLC | $4.1M | 18 | 2026-06-30 |
| Visionary Wealth Advisors | $3M | 46 | 2026-06-30 |
| Axxcess Wealth Management, LLC | $2.9M | 38 | 2026-06-30 |
| Mercer Global Advisors Inc /adv | $2.7M | 0 | 2026-06-30 |
| Wealthcare Advisory Partners LLC | $2.7M | 170 | 2026-06-30 |
| Southland Equity Partners, Llc. | $2.6M | 25 | 2026-06-30 |
| Blue Trust, Inc. | $2.6M | 0 | 2026-06-30 |
| Glen Eagle Advisors, LLC | $2.6M | 13 | 2026-06-30 |
| Independent Financial Group, LLC | $2.5M | 481 | 2026-06-30 |
| Comprehensive Financial Consultants Institutional, Inc. | $2.5M | 11 | 2026-06-30 |
| Principal Securities, Inc. | $2.4M | 1,463 | 2026-06-30 |
| Milestone Asset Management, LLC | $2.3M | 11 | 2026-06-30 |
| Citadel Advisors LLC | $2.3M | 0 | 2026-06-30 |
| Focus Financial | $2.3M | 121 | 2026-06-30 |
| Diligent Investors, LLC | $2.2M | 3 | 2026-06-30 |
| Jdm Financial Group LLC | $2.2M | 0 | 2026-06-30 |
| Stratos Wealth Partners, Ltd. | $2.1M | 386 | 2026-06-30 |
| Lineweaver Wealth Advisors, LLC | $2.1M | 9 | 2026-06-30 |
| Planwiser Financial, LLC | $2M | 3 | 2026-06-30 |
| City Center Advisors, LLC | $1.9M | 7 | 2026-06-30 |
| Financial Network Wealth Advisors LLC | $1.9M | 7 | 2026-06-30 |
| Concurrent Investment Advisors, LLC | $1.9M | 349 | 2026-06-30 |
| Advisory Services Network | $1.8M | 253 | 2026-06-30 |
| Patriot Financial Group Insurance Agency, LLC | $1.8M | 35 | 2026-06-30 |
| Soltis Investment Advisors LLC | $1.7M | 78 | 2026-06-30 |
| Diversify Advisory Services, LLC | $1.6M | 116 | 2026-06-30 |
| Diversify Wealth Management, LLC | $1.6M | 78 | 2026-06-30 |
| Vestia Personal Wealth Advisors | $1.6M | 22 | 2026-06-30 |
| Wisconsin Wealth Advisors, LLC | $1.5M | 3 | 2026-06-30 |
| Sound View Wealth Advisors Group, LLC | $1.5M | 9 | 2026-06-30 |
| Signal Advisors Wealth, LLC | $1.4M | 45 | 2026-06-30 |
| Onedigital Investment Advisors LLC | $1.4M | 386 | 2026-06-30 |
| Maripau Wealth Management LLC | $1.3M | 22 | 2026-06-30 |
| Top Private Wealth Llc. | $1.3M | 2 | 2026-06-30 |
| Private Advisor Group, LLC | $1.2M | 927 | 2026-06-30 |
| Summit Financial, LLC | $1.2M | 229 | 2026-06-30 |
| Corecap Advisors, LLC | $1.2M | 118 | 2026-06-30 |
| Applied Capital LLC | $1.1M | 0 | 2026-06-30 |
| Ofc Financial Planning, LLC | $1.1M | 2 | 2026-06-30 |
| Captrust Financial Advisors | $1.1M | 962 | 2026-06-30 |
| Beacon Financial Advisory LLC | $1.1M | 13 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $1.1M | 1,026 | 2026-06-30 |
| Equitable Holdings, Inc. | $1.1M | 0 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $1.1M | 481 | 2026-06-30 |
| Truist Financial Corp | $1.1M | 0 | 2026-06-30 |
| Prospera Financial Services, Inc. | $1.1M | 270 | 2026-06-30 |
| Tradition Wealth Management, LLC | $1M | 23 | 2026-06-30 |
| Weaver Consulting Group, LLC | $1M | 4 | 2026-06-30 |
| Bluedoor Private Wealth, LLC | $974.9K | 6 | 2026-06-30 |
| Strategic Blueprint, LLC | $971.2K | 55 | 2026-06-30 |
| Western Wealth Management, LLC | $969.5K | 112 | 2026-06-30 |
| Creative Planning | $944.6K | 1,171 | 2026-06-30 |
| Ifg Advisory, LLC | $875.1K | 110 | 2026-06-30 |
| Toptier Wealth Management, LLC | $834.2K | 2 | 2026-06-30 |
| Sageview Advisory Group, LLC | $826.4K | 94 | 2026-06-30 |
| Advisornet Wealth Partners | $815.9K | 58 | 2026-06-30 |
| Benjamin Edwards Inc | $801K | 0 | 2026-06-30 |
| J.W. Cole Advisors, Inc. | $791.8K | 499 | 2026-06-30 |
| Southern Capital Advisors, LLC | $709.8K | 6 | 2026-06-30 |
| Brookstone Capital Management | $694.2K | 337 | 2026-06-30 |
| Sovran Advisors, LLC | $688K | 70 | 2026-06-30 |
| Keeler Thomas Management LLC | $681.7K | 5 | 2026-06-30 |
| Chapman Financial Group, LLC | $667.5K | 0 | 2026-06-30 |
| Nicholson Meyer Capital Management, Inc. | $589.3K | 2 | 2026-06-30 |
| Founders Financial Securities LLC | $566.9K | 117 | 2026-06-30 |
| Trek Financial, LLC | $559.9K | 63 | 2026-06-30 |
| Andina Capital Management, LLC | $544K | 9 | 2026-06-30 |
| Newedge Advisors | $514.9K | 601 | 2026-06-30 |
| Susquehanna International Group, LLP | $512.2K | 0 | 2026-06-30 |
| Integral Wealth Management | $510.7K | 5 | 2026-06-30 |
| Money Concepts Capital Corp | $484.2K | 389 | 2026-06-30 |
| Bedel Financial Consulting, Inc. | $483.8K | 19 | 2026-06-30 |
| Bellwether Advisors, LLC | $452.4K | 8 | 2026-06-30 |
| Davenport & Co LLC | $419.7K | 339 | 2026-06-30 |
| Clear Creek Financial Management, LLC | $413.5K | 44 | 2026-06-30 |
| Advisor Resource Council | $409.7K | 86 | 2026-06-30 |
| Dynamic | $391.9K | 75 | 2026-06-30 |
| Onyx Bridge Wealth Group LLC | $383.3K | 22 | 2026-06-30 |
| Img Wealth Management, Inc. | $366.3K | 7 | 2026-06-30 |
| Webster Bank, N. A. | $364.5K | 0 | 2026-06-30 |
| Harvest Investment Services, LLC | $363.5K | 27 | 2026-06-30 |
| Chicago Oakbrook Financial Group | $350.3K | 10 | 2026-06-30 |
| Stegent Equity Advisors, Inc. | $340.3K | 2 | 2026-06-30 |
| Dhjj Financial Advisors, Ltd. | $332.2K | 7 | 2026-06-30 |
| Triton Financial Group Inc | $323K | 1 | 2026-06-30 |
| Red Crane Wealth Management, LLC | $298.6K | 2 | 2026-06-30 |
| Waverly Advisors, LLC | $285.3K | 231 | 2026-06-30 |
| Atria Investments, Inc | $283.5K | 6 | 2026-06-30 |
| Capital Square, LLC | $257.1K | 11 | 2026-06-30 |
| Nations Financial Group Inc, /ia/ /adv | $254.1K | 0 | 2026-06-30 |
| Koshinski Asset Management, Inc. | $250.8K | 69 | 2026-06-30 |
| Bernard Wealth Management Corp. | $240.9K | 3 | 2026-06-30 |
| Bakeravenue | $239.8K | 35 | 2026-06-30 |
| Vestgen Advisors, LLC | $238.6K | 58 | 2026-06-30 |
| Empower Advisory Group, LLC | $232.5K | 1,980 | 2026-06-30 |
| Foundations Investment Advisors, LLC | $227.9K | 302 | 2026-06-30 |
| Arlington Capital Management, Inc. | $219.5K | 3 | 2026-06-30 |
| Ifp Advisors, Inc | $186.8K | 318 | 2026-06-30 |
| Capital Investment Advisory Services, LLC | $184.6K | 103 | 2026-06-30 |
| Harbor Investment Advisory, LLC | $170.2K | 31 | 2026-06-30 |
| Allworth Financial, LP | $167.7K | 317 | 2026-06-30 |
| Mpwm Advisory Solutions, LLC | $142.2K | 15 | 2026-06-30 |
| Benson Wealth Management, Inc. | $123.2K | 2 | 2026-06-30 |
| Morgan Stanley | $121.7K | 23,185 | 2026-06-30 |
| Clearstead; Clearstead Advisory Solutions | $113K | 64 | 2026-06-30 |
| Ameriflex Group, Inc. | $91.1K | 212 | 2026-06-30 |
| Jpmorgan Chase & Co | $80.7K | 0 | 2026-06-30 |
| Ae Wealth Management LLC | $75.6K | 471 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $55.7K | 193 | 2026-06-30 |
| Blue Bell Private Wealth Management, LLC | $55.5K | 11 | 2026-06-30 |
| Regatta Research & Money Management LLC | $53.5K | 6 | 2026-06-30 |
| Lanark Financial, Inc. | $49.2K | 69 | 2026-06-30 |
| Wilmington Savings Fund Society, Fsb | $39.9K | 0 | 2026-06-30 |
| Silver Grove Financial Group, Inc. | $39.5K | 17 | 2026-06-30 |
| Global Retirement Partners LLC | $36.9K | 491 | 2026-06-30 |
| Fmr LLC | $35K | 0 | 2026-06-30 |
| Golden State Wealth Management, LLC | $29.2K | 47 | 2026-06-30 |
| Fifth Third Bancorp | $27.2K | 0 | 2026-06-30 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | $26.9K | 0 | 2026-06-30 |
| Orion Capital Management LLC | $25.2K | 4 | 2026-06-30 |
| Janney Montgomery Scott LLC | $18.9K | 1,342 | 2026-06-30 |
| Cwm, LLC | $17.1K | 667 | 2026-03-31 |
| Ggm Financial LLC | $15.6K | 6 | 2026-06-30 |
| Iag Wealth Partners, LLC | $13.2K | 17 | 2026-06-30 |
| Cheviot Value Management, LLC | $12.9K | 8 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $9.1K | 3,940 | 2026-03-31 |
| Arax Advisory Partners | $6.3K | 232 | 2026-06-30 |
| Colonial Trust Co / Sc | $6.3K | 0 | 2026-06-30 |
| Ashton Thomas Private Wealth, LLC | $2.9K | 96 | 2026-06-30 |
| Capital Analysts, LLC | $2.5K | 608 | 2026-06-30 |
| Dunhill Financial, LLC | $2.5K | 12 | 2026-06-30 |
| Hazlett, Burt & Watson, Inc. | $1.4K | 20 | 2026-06-30 |
| Gleason Group, Inc. | $1.1K | 6 | 2026-06-30 |
| Wells Fargo & Company/mn | $22 | 0 | 2026-06-30 |
| Capital Advisors, Ltd., LLC | $15 | 11 | 2026-06-30 |