| Composition Wealth, LLC | $20.8M | 76 | 2026-06-30 |
| American Century Companies Inc | $18.4M | 0 | 2026-06-30 |
| San Luis Wealth Advisors | $9.8M | 7 | 2026-06-30 |
| Jane Street Group, LLC | $4.2M | 0 | 2026-06-30 |
| Weaver Consulting Group, LLC | $2.8M | 4 | 2026-06-30 |
| Lpl Financial LLC | $2.7M | 23,458 | 2026-06-30 |
| Ballast Rock Private Wealth LLC | $2.1M | 10 | 2026-06-30 |
| Cooper Capital Advisors LLC | $1.6M | 4 | 2026-06-30 |
| Ehrlich Financial Group | $1.1M | 4 | 2026-06-30 |
| Wealthgarden F.S. LLC | $823.9K | 5 | 2026-06-30 |
| Mutual Advisors, LLC | $626.4K | 153 | 2026-06-30 |
| Hennion & Walsh Asset Management, Inc. | $508.7K | 71 | 2026-06-30 |
| Private Advisor Group, LLC | $462.3K | 927 | 2026-06-30 |
| Almanack Investment Partners, Llc. | $316.7K | 14 | 2026-06-30 |
| Envestnet Pmc | $287.8K | 60 | 2026-06-30 |
| Clifford Swan Investment Counsel LLC | $276.5K | 17 | 2026-06-30 |
| MML Investors Services, LLC | $272.2K | 5,120 | 2026-06-30 |
| Mariner, LLC | $254.6K | 0 | 2026-06-30 |
| Farther Finance Advisors, LLC | $155.8K | 334 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $25.3K | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $3.2K | 0 | 2026-06-30 |
| UBS Group AG | $2.8K | 0 | 2026-06-30 |