| Gradient Investments, LLC | $19.5M | 31 | 2026-06-30 |
| Rfg Advisory, LLC | $18.9M | 191 | 2026-06-30 |
| Financial Management Network Inc | $3M | 21 | 2026-06-30 |
| Waterloo Capital, LP | $2.8M | 57 | 2026-06-30 |
| Daymark Wealth Partners, LLC | $2.3M | 37 | 2026-06-30 |
| Inspirion Wealth Advisors, LLC | $2M | 10 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $1.4M | 2,863 | 2026-06-30 |
| Jane Street Group, LLC | $1.3M | 0 | 2026-06-30 |
| Pinnacle Financial Partners, Inc. | $1.3M | 0 | 2026-06-30 |
| Brown Financial Advisors | $1M | 3 | 2026-06-30 |
| Sanctuary Advisors, LLC | $1M | 401 | 2026-06-30 |
| Sigma Planning Corp | $941.2K | 474 | 2026-06-30 |
| Paladin Wealth, LLC | $899.6K | 8 | 2026-06-30 |
| Ifp Advisors, Inc | $764.3K | 318 | 2026-06-30 |
| Fifth Third Wealth Advisors LLC | $655K | 66 | 2026-06-30 |
| Mills Wealth Advisors, LLC | $653K | 7 | 2026-06-30 |
| Mattson Financial Services, LLC | $643.3K | 9 | 2026-06-30 |
| Hightower Advisors, LLC | $624.4K | 1,046 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $600.1K | 1,026 | 2026-06-30 |
| Atria Investments, Inc | $412K | 6 | 2026-06-30 |
| Alchemi Wealth, LLC | $333.8K | 6 | 2026-06-30 |
| Citadel Advisors LLC | $308.8K | 0 | 2026-06-30 |
| Prospera Financial Services, Inc. | $302.8K | 270 | 2026-06-30 |
| Visionary Wealth Advisors | $289.6K | 46 | 2026-06-30 |
| Sunrise Financial Services, LLC | $161.9K | 3 | 2026-06-30 |
| Fifth Third Bancorp | $93.5K | 0 | 2026-06-30 |
| Jpmorgan Chase & Co | $45.6K | 0 | 2026-06-30 |
| Cohen & Steers, Inc. | $19.7K | 0 | 2026-06-30 |
| Morgan Stanley | $17.6K | 23,185 | 2026-06-30 |
| Blume Capital Management, Inc. | $8.3K | 4 | 2026-06-30 |
| Toth Financial Advisory Corp | $4.9K | 10 | 2026-06-30 |
| UBS Group AG | $2.4K | 0 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $1.7K | 3,940 | 2026-03-31 |
| Integrated Wealth Concepts LLC | $1.2K | 480 | 2026-06-30 |