| Resonant Capital Advisors, LLC | $22.8M | 15 | 2026-06-30 |
| Beacon Harbor Wealth Advisors, Inc. | $15.1M | 6 | 2026-06-30 |
| Royal Bank of Canada | $8.5M | 0 | 2026-06-30 |
| American Financial & Tax Strategies Inc | $5.3M | 1 | 2026-06-30 |
| Inscription Capital, LLC | $2M | 12 | 2026-06-30 |
| Prospect Financial Group LLC | $1.8M | 2 | 2026-06-30 |
| Evolution Wealth Advisors, LLC | $1.4M | 8 | 2026-06-30 |
| Vise Technologies, Inc. | $1M | 0 | 2026-06-30 |
| Stifel Financial Corp | $1M | 0 | 2026-06-30 |
| Cresset Asset Management, LLC | $969.7K | 212 | 2026-06-30 |
| Nuveen, LLC | $952K | 0 | 2026-06-30 |
| Brooklyn Investment Group | $854.8K | 0 | 2026-03-31 |
| Comprehensive Money Management Services LLC | $741.4K | 0 | 2026-06-30 |
| Sanctuary Advisors, LLC | $668.9K | 401 | 2026-06-30 |
| Lpl Financial LLC | $509.4K | 23,458 | 2026-06-30 |
| Wcg Wealth Advisors LLC | $438.5K | 130 | 2026-06-30 |
| Ifp Advisors, Inc | $431.9K | 318 | 2026-06-30 |
| Financial Enhancement Group LLC | $355.2K | 27 | 2026-06-30 |
| Focus Partners Wealth | $325K | 1,048 | 2026-06-30 |
| Arete Wealth Advisors, LLC | $298.7K | 146 | 2026-06-30 |
| Braun-Bostich & Associates Inc. | $213.5K | 4 | 2026-06-30 |
| US Bancorp | $114K | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $107K | 0 | 2026-06-30 |
| Pacific Center for Financial Services | $64.2K | 5 | 2026-06-30 |
| Farther Finance Advisors, LLC | $24.1K | 334 | 2026-06-30 |
| Betterment LLC | $19.2K | 28 | 2026-06-30 |
| Accredited Wealth Management, LLC | $16.9K | 0 | 2025-09-30 |
| Allworth Financial, LP | $13.3K | 317 | 2026-06-30 |
| Global Retirement Partners LLC | $6.3K | 491 | 2026-06-30 |
| Assetmark, Inc | $5.2K | 220 | 2026-06-30 |
| One Degree Advisors, Inc. | $5K | 7 | 2026-06-30 |
| Mcf Advisors LLC | $4.8K | 33 | 2026-06-30 |
| Rockefeller Capital Management LP | $4.6K | 346 | 2026-06-30 |
| Appleton Partners Inc/ma | $4.2K | 31 | 2026-06-30 |
| Arax Advisory Partners | $1.4K | 232 | 2026-06-30 |
| Fsa Wealth Management LLC | $1.4K | 0 | 2025-09-30 |
| Geneos Wealth Management, Inc. | $1.3K | 193 | 2026-06-30 |
| Blue Trust, Inc. | $265 | 0 | 2026-06-30 |
| Janney Montgomery Scott LLC | $235 | 1,342 | 2026-06-30 |
| Morgan Stanley | $52 | 23,185 | 2026-06-30 |
| Wells Fargo & Company/mn | $11 | 0 | 2026-06-30 |