| Calamos Wealth Management LLC | $33.7M | 40 | 2026-06-30 |
| United Capital Financial Advisors, LLC | $14.7M | 166 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $12.7M | 2,863 | 2026-06-30 |
| Strategic Blueprint, LLC | $10.5M | 55 | 2026-06-30 |
| Cornerstone Wealth, Llc/tn | $7.3M | 0 | 2026-06-30 |
| Intrepid Financial Planning Group, LLC | $4.7M | 11 | 2026-06-30 |
| Redhawk Wealth Advisors, Inc. | $4M | 43 | 2026-06-30 |
| Anfield Capital Management, LLC | $3.5M | 0 | 2026-03-31 |
| Brookwood Investment Group LLC | $3.3M | 69 | 2026-06-30 |
| Pfg Investments, LLC | $3.2M | 0 | 2026-06-30 |
| Millington Financial Advisors, LLC | $2.8M | 5 | 2026-06-30 |
| Onyx Bridge Wealth Group LLC | $2.5M | 22 | 2026-06-30 |
| Chicago Partners Investment Group LLC | $2.3M | 57 | 2026-06-30 |
| Independent Financial Group, LLC | $1.6M | 481 | 2026-06-30 |
| Insigneo Advisory Services, LLC | $1.2M | 225 | 2026-06-30 |
| Welch Financial Planning, LLC | $1.2M | 3 | 2026-06-30 |
| Lexaurum Advisors, LLC | $1.1M | 35 | 2026-06-30 |
| Waverly Advisors, LLC | $1M | 231 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $998.8K | 481 | 2026-06-30 |
| Snowden Capital Advisors LLC | $997.6K | 122 | 2026-06-30 |
| Winnacle Wealth, LLC | $742.7K | 6 | 2026-06-30 |
| Beacon Financial Advisory LLC | $720.2K | 13 | 2026-06-30 |
| Brookstone Capital Management | $652.3K | 337 | 2026-06-30 |
| Haven Private, LLC | $638.9K | 6 | 2026-06-30 |
| Claro Advisors Inc. | $631.4K | 20 | 2026-06-30 |
| Kingswood Wealth Advisors, LLC | $543K | 123 | 2026-06-30 |
| Garden State Investment Advisory Services LLC | $473.9K | 33 | 2026-06-30 |
| Grantvest Financial Group LLC | $466.4K | 5 | 2026-06-30 |
| Family Office Research LLC | $455.9K | 3 | 2026-06-30 |
| Secure Asset Management, LLC | $430.2K | 55 | 2026-06-30 |
| Royal Bank of Canada | $403K | 0 | 2026-06-30 |
| Estate Planners Group, LLC | $380.1K | 6 | 2026-06-30 |
| Captrust Financial Advisors | $318K | 962 | 2026-06-30 |
| Silver Oak Securities, Incorporated | $310.7K | 117 | 2026-06-30 |
| Rps Advisory Solutions LLC | $309.2K | 4 | 2026-06-30 |
| Innovative Asset Advisors Group | $293.6K | 12 | 2026-06-30 |
| Wealthtrust Asset Management, LLC | $277.8K | 5 | 2026-06-30 |
| Channel Wealth, LLC | $274K | 9 | 2026-06-30 |
| Envestnet Pmc | $266.7K | 60 | 2026-06-30 |
| Osaic Holdings, Inc. | $239.3K | 0 | 2026-06-30 |
| Palacios Wealth Management, LLC | $239.2K | 1 | 2026-06-30 |
| Wealthcare Advisory Partners LLC | $231.3K | 170 | 2026-06-30 |
| Able Wealth Management LLC | $213.3K | 5 | 2026-06-30 |
| Summit Financial, LLC | $209.6K | 229 | 2026-06-30 |
| Mra Advisory Group | $201.4K | 8 | 2026-06-30 |
| Ifp Advisors, Inc | $200K | 318 | 2026-06-30 |
| Institute for Wealth Management, Llc. | $183.6K | 13 | 2026-06-30 |
| Allworth Financial, LP | $149.6K | 317 | 2026-06-30 |
| Tucker Asset Management LLC | $69.1K | 60 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $50.5K | 480 | 2026-06-30 |
| Wolff Wiese Magana LLC | $44.8K | 4 | 2026-06-30 |
| Essential Investment Partners LLC | $36.2K | 2 | 2026-06-30 |
| Realta Investment Advisors | $12.6K | 57 | 2026-06-30 |
| Farther Finance Advisors, LLC | $10.3K | 334 | 2026-06-30 |
| Harbour Investments, Inc. | $9.8K | 247 | 2026-06-30 |
| Wedbush Securities Inc | $296 | 220 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $289 | 3,940 | 2026-03-31 |
| Acumen Wealth Advisors, LLC | $135 | 12 | 2026-06-30 |
| Capital Analysts, LLC | $53 | 608 | 2026-06-30 |
| Morgan Stanley | $46 | 23,185 | 2026-06-30 |
| Wells Fargo & Company/mn | $6 | 0 | 2026-06-30 |