| Envestnet Pmc | $22.3M | 60 | 2026-06-30 |
| Newedge Advisors | $20.7M | 601 | 2026-06-30 |
| Centennial Wealth Advisory LLC | $11.7M | 10 | 2026-06-30 |
| Cetera Investment Advisers | $10.2M | 10,370 | 2026-06-30 |
| Raymond James Financial Inc | $9.8M | 0 | 2026-06-30 |
| MML Investors Services, LLC | $8.5M | 5,120 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $8.4M | 193 | 2026-06-30 |
| Osaic Holdings, Inc. | $7.5M | 0 | 2026-06-30 |
| Advisory Services Network | $4M | 253 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $1.9M | 1,026 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $1.9M | 480 | 2026-06-30 |
| Assuredpartners Investment Advisors | $1.8M | 29 | 2026-06-30 |
| Sanctuary Advisors, LLC | $1.7M | 401 | 2026-06-30 |
| Independent Financial Group, LLC | $1.6M | 481 | 2026-06-30 |
| World Equity Group, Inc. | $1.4M | 56 | 2026-06-30 |
| Truist Financial Corp | $1.4M | 0 | 2026-06-30 |
| Kestra Advisory Services, LLC | $1.1M | 1,479 | 2026-06-30 |
| Keystone Wealth Services, LLC | $1.1M | 12 | 2026-06-30 |
| Citadel Advisors LLC | $888.3K | 0 | 2026-06-30 |
| Cwm, LLC | $854.2K | 667 | 2026-03-31 |
| Kovack Advisors, Inc. | $850.3K | 258 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $735.9K | 2,863 | 2026-06-30 |
| Ifp Advisors, Inc | $712.7K | 318 | 2026-06-30 |
| Kingsview Wealth Management, LLC | $689.4K | 115 | 2026-06-30 |
| Claro Advisors Inc. | $686.1K | 20 | 2026-06-30 |
| Susquehanna International Group, LLP | $592.7K | 0 | 2026-06-30 |
| Synergy Asset Management, LLC | $556.9K | 10 | 2026-06-30 |
| Capasso Planning Partners LLC | $549K | 2 | 2026-06-30 |
| New Edge Wealth | $496.5K | 151 | 2026-06-30 |
| Winnacle Wealth, LLC | $493.7K | 6 | 2026-06-30 |
| Lpl Financial LLC | $467.1K | 23,458 | 2026-06-30 |
| Seia | $462.5K | 141 | 2026-06-30 |
| Oneascent Financial Services LLC | $449.2K | 85 | 2026-06-30 |
| Dhjj Financial Advisors, Ltd. | $442.1K | 7 | 2026-06-30 |
| Legacy Capital Wealth Partners, LLC | $441.1K | 17 | 2026-06-30 |
| O'Donnell Financial Services, LLC | $440.4K | 6 | 2026-06-30 |
| Brookstone Capital Management | $393.9K | 337 | 2026-06-30 |
| Tradition Wealth Management, LLC | $357.8K | 23 | 2026-06-30 |
| Arq Wealth Advisors, LLC | $322.5K | 15 | 2026-06-30 |
| Principal Securities, Inc. | $317.2K | 1,463 | 2026-06-30 |
| Mariner, LLC | $300.7K | 0 | 2026-06-30 |
| Ameritas Investment Partners, Inc. | $288.3K | 7 | 2026-06-30 |
| Bank of New York Mellon Corp | $217K | 0 | 2026-06-30 |
| Harbour Investments, Inc. | $91.3K | 247 | 2026-06-30 |
| Ifg Advisory, LLC | $85.3K | 110 | 2026-06-30 |
| Farther Finance Advisors, LLC | $27.6K | 334 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $14K | 3,940 | 2026-03-31 |
| Assetmark, Inc | $7.3K | 220 | 2026-06-30 |
| Capital Analysts, LLC | $809 | 608 | 2026-06-30 |