| Detterbeck Wealth Management | $29.3M | 2 | 2026-06-30 |
| Envestnet Pmc | $15.8M | 60 | 2026-06-30 |
| Spectrum Asset Management, Inc. (nb/ca) | $11M | 0 | 2026-06-30 |
| First International Bank of Israel Ltd. | $10.6M | 0 | 2026-06-30 |
| Decker Wealth Management LLC | $8.5M | 7 | 2026-06-30 |
| Kestra Advisory Services, LLC | $8.3M | 1,479 | 2026-06-30 |
| Cetera Investment Advisers | $7.5M | 10,370 | 2026-06-30 |
| Osaic Holdings, Inc. | $4.7M | 0 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $4.6M | 2,863 | 2026-06-30 |
| Lpl Financial LLC | $4.1M | 23,458 | 2026-06-30 |
| Founders Financial Securities LLC | $3.9M | 117 | 2026-06-30 |
| Harbour Investments, Inc. | $3.8M | 247 | 2026-06-30 |
| Raymond James Financial Inc | $3.1M | 0 | 2026-06-30 |
| Cwm, LLC | $2.7M | 667 | 2026-03-31 |
| MML Investors Services, LLC | $2.4M | 5,120 | 2026-06-30 |
| Ignite Planners LLC | $1.8M | 24 | 2026-06-30 |
| Reap Financial Group, LLC | $1.7M | 7 | 2026-06-30 |
| Foguth Wealth Management, Llc. | $1.5M | 51 | 2026-06-30 |
| Uptick Partners, LLC | $1.5M | 17 | 2026-06-30 |
| Mutual Advisors, LLC | $1.5M | 153 | 2026-06-30 |
| Quantinno Capital Management LP | $1.5M | 0 | 2026-06-30 |
| Bookends Financial Planning | $1.5M | 6 | 2026-06-30 |
| Kovack Advisors, Inc. | $1.4M | 258 | 2026-06-30 |
| Integrity Financial Corp /wa | $1.2M | 14 | 2026-06-30 |
| Glen Eagle Advisors, LLC | $1.1M | 13 | 2026-06-30 |
| Susquehanna International Group, LLP | $1.1M | 0 | 2026-06-30 |
| Sagespring Wealth Partners | $1M | 126 | 2026-06-30 |
| 1st Source Bank | $994.4K | 0 | 2026-06-30 |
| Ameritas Advisory Services, LLC | $929.5K | 550 | 2026-06-30 |
| Jpmorgan Chase & Co | $862.6K | 0 | 2026-06-30 |
| Uniting Wealth Partners | $835.6K | 16 | 2026-06-30 |
| Signal Advisors Wealth, LLC | $791.8K | 45 | 2026-06-30 |
| Clear Creek Financial Management, LLC | $789.9K | 44 | 2026-06-30 |
| Fsb Premier Wealth Management, Inc. | $773.8K | 10 | 2026-06-30 |
| Sunbelt Securities, Inc. | $756K | 63 | 2026-03-31 |
| Oppenheimer & Co. Inc. | $682.7K | 1,166 | 2026-06-30 |
| Truist Financial Corp | $678.5K | 0 | 2026-06-30 |
| Rfg Advisory, LLC | $664.4K | 191 | 2026-06-30 |
| Ethic Inc. | $636.9K | 9 | 2026-06-30 |
| Mission Financial Group, LLC | $619.3K | 6 | 2026-06-30 |
| Buck Wealth Strategies, LLC | $600.8K | 50 | 2026-06-30 |
| Schulz Wealth, Ltd. | $600K | 3 | 2026-06-30 |
| Tradition Wealth Management, LLC | $545K | 23 | 2026-06-30 |
| &partners | $541.5K | 555 | 2026-06-30 |
| Creativeone Wealth, LLC | $530.8K | 221 | 2026-06-30 |
| McKinley Carter Wealth Services, Inc. | $514.4K | 25 | 2026-06-30 |
| Stonex Group Inc. | $480.3K | 0 | 2026-06-30 |
| Newedge Advisors | $457K | 601 | 2026-06-30 |
| Jim Saulnier & Associates, LLC | $448.1K | 5 | 2026-06-30 |
| Grantvest Financial Group LLC | $447K | 5 | 2026-06-30 |
| Oakmont Advisory Group, LLC | $438.1K | 3 | 2026-06-30 |
| Royal Bank of Canada | $430K | 0 | 2026-06-30 |
| Bluespring Wealth Management, LLC | $422.7K | 50 | 2026-06-30 |
| Atria Investments, Inc | $382.1K | 6 | 2026-06-30 |
| Farther Finance Advisors, LLC | $356.5K | 334 | 2026-06-30 |
| Cresset Asset Management, LLC | $351.2K | 212 | 2026-06-30 |
| Stratos Wealth Partners, Ltd. | $342.5K | 386 | 2026-06-30 |
| Per Stirling Capital Management, Llc. | $314.9K | 31 | 2026-06-30 |
| Winnacle Wealth, LLC | $292.2K | 6 | 2026-06-30 |
| Bostonpremier Wealth | $289.8K | 7 | 2026-06-30 |
| Grant Street Asset Management, Inc. | $279.8K | 8 | 2026-06-30 |
| Vestgen Advisors, LLC | $255.4K | 58 | 2026-06-30 |
| Capasso Planning Partners LLC | $251.2K | 2 | 2026-06-30 |
| Alphastar Capital Management, LLC | $247.2K | 157 | 2026-06-30 |
| Mercer Global Advisors Inc /adv | $237.1K | 0 | 2026-06-30 |
| Prosperity - An Eisneramper Company | $236.6K | 65 | 2026-06-30 |
| 1776 Wealth LLC | $233.5K | 2 | 2026-06-30 |
| Echo Wealth Management, LLC | $223.4K | 1 | 2026-06-30 |
| Maltin Wealth Management, Inc. | $218.2K | 4 | 2026-06-30 |
| Ritter Daniher Financial Advisory LLC / de | $211.4K | 0 | 2026-06-30 |
| Envestnet Portfolio Solutions, Inc. | $211K | 3 | 2026-06-30 |
| Spire Wealth Management | $210.2K | 3 | 2026-06-30 |
| Capital Investment Advisory Services, LLC | $209.4K | 103 | 2026-06-30 |
| Sanctuary Advisors, LLC | $209.1K | 401 | 2026-06-30 |
| Gallagher Fiduciary Advisors, LLC | $201.8K | 126 | 2026-06-30 |
| Cascade Investment Group, Inc. | $201.7K | 4 | 2026-06-30 |
| Hilltop Partners LLC | $201.3K | 8 | 2026-06-30 |
| Ep Wealth Advisors, LLC | $125.1K | 338 | 2026-06-30 |
| Blue Bell Private Wealth Management, LLC | $80.5K | 11 | 2026-06-30 |
| Dhjj Financial Advisors, Ltd. | $76K | 7 | 2026-06-30 |
| Ifp Advisors, Inc | $69.5K | 318 | 2026-06-30 |
| Barclays PLC | $69.1K | 0 | 2026-06-30 |
| Corecap Advisors, LLC | $56.1K | 118 | 2026-06-30 |
| Tanglewood Legacy Advisors, LLC | $45.2K | 5 | 2026-06-30 |
| Ae Wealth Management LLC | $26.3K | 471 | 2026-06-30 |
| Smartleaf Asset Management LLC | $25.3K | 9 | 2026-06-30 |
| Lanark Financial, Inc. | $23.5K | 69 | 2026-06-30 |
| Assetmark, Inc | $22.5K | 220 | 2026-06-30 |
| Triumph Capital Management | $15.4K | 14 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $14.8K | 481 | 2026-06-30 |
| Evolution Wealth Management Inc. | $13.1K | 3 | 2026-06-30 |
| Soa Wealth Advisors, Llc. | $12.9K | 10 | 2026-06-30 |
| Wood Tarver Financial | $6.8K | 5 | 2026-06-30 |
| Larson Financial Group LLC | $3.1K | 67 | 2026-06-30 |
| Compass Financial Management LLC | $2.9K | 46 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $924 | 3,940 | 2026-03-31 |
| Creative Financial Designs Inc /adv | $626 | 0 | 2026-06-30 |
| Centaurus Financial, Inc. | $342 | 431 | 2026-06-30 |