| Envestnet Pmc | $14.1M | 60 | 2026-06-30 |
| Spectrum Asset Management, Inc. (nb/ca) | $12.9M | 0 | 2026-06-30 |
| Raymond James Financial Inc | $9.3M | 0 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $8.1M | 2,863 | 2026-06-30 |
| Kestra Advisory Services, LLC | $7M | 1,479 | 2026-06-30 |
| Truist Financial Corp | $6.8M | 0 | 2026-06-30 |
| Reap Financial Group, LLC | $6.8M | 7 | 2026-06-30 |
| Lpl Financial LLC | $5.3M | 23,458 | 2026-06-30 |
| Ausdal Financial Partners, Inc. | $5.1M | 189 | 2026-06-30 |
| Tanglewood Legacy Advisors, LLC | $4.7M | 5 | 2026-06-30 |
| Cetera Investment Advisers | $4.5M | 10,370 | 2026-06-30 |
| Bluespring Wealth Management, LLC | $4.4M | 50 | 2026-06-30 |
| Osaic Holdings, Inc. | $4.2M | 0 | 2026-06-30 |
| Horizon Investments, LLC | $3.8M | 27 | 2026-06-30 |
| Founders Financial Securities LLC | $3.8M | 117 | 2026-06-30 |
| Cwm, LLC | $3.3M | 667 | 2026-03-31 |
| Harbour Investments, Inc. | $3.2M | 247 | 2026-06-30 |
| Maia Wealth LLC | $3M | 41 | 2026-06-30 |
| Strategic Blueprint, LLC | $2.6M | 55 | 2026-06-30 |
| 1st Source Bank | $2.5M | 0 | 2026-06-30 |
| Decker Wealth Management LLC | $2.3M | 7 | 2026-06-30 |
| Kovack Advisors, Inc. | $2.2M | 258 | 2026-06-30 |
| Ritter Daniher Financial Advisory LLC / de | $2.2M | 0 | 2026-06-30 |
| Commonwealth Financial Services, LLC | $1.5M | 15 | 2026-06-30 |
| Mutual Advisors, LLC | $1.5M | 153 | 2026-06-30 |
| Toptier Wealth Management, LLC | $1.3M | 2 | 2026-06-30 |
| MML Investors Services, LLC | $1.2M | 5,120 | 2026-06-30 |
| Ignite Planners LLC | $1.2M | 24 | 2026-06-30 |
| Maltin Wealth Management, Inc. | $1.1M | 4 | 2026-06-30 |
| Sloy Dahl & Holst, LLC | $1M | 6 | 2026-06-30 |
| Prime Capital Financial | $935.1K | 265 | 2026-06-30 |
| Grantvest Financial Group LLC | $917K | 5 | 2026-06-30 |
| Integrity Financial Corp /wa | $909.3K | 14 | 2026-06-30 |
| Stonex Group Inc. | $896.3K | 0 | 2026-06-30 |
| &partners | $881.4K | 555 | 2026-06-30 |
| Evolution Wealth Management Inc. | $862.7K | 3 | 2026-06-30 |
| Jpmorgan Chase & Co | $860K | 0 | 2026-06-30 |
| Money Concepts Capital Corp | $850K | 389 | 2026-06-30 |
| Santori & Peters, Inc. | $801.6K | 4 | 2026-06-30 |
| Alphastar Capital Management, LLC | $779.6K | 157 | 2026-06-30 |
| Brass Tax Wealth Management, Inc | $735.5K | 0 | 2025-09-30 |
| Waverly Advisors, LLC | $705.1K | 231 | 2026-06-30 |
| Bookends Financial Planning | $686.3K | 6 | 2026-06-30 |
| Susquehanna International Group, LLP | $685.5K | 0 | 2026-06-30 |
| Ameritas Advisory Services, LLC | $680K | 550 | 2026-06-30 |
| Sunbelt Securities, Inc. | $621K | 63 | 2026-03-31 |
| Jim Saulnier & Associates, LLC | $618.7K | 5 | 2026-06-30 |
| Rfg Advisory, LLC | $610.4K | 191 | 2026-06-30 |
| Farther Finance Advisors, LLC | $546.1K | 334 | 2026-06-30 |
| Winnacle Wealth, LLC | $532.7K | 6 | 2026-06-30 |
| Uptick Partners, LLC | $530.6K | 17 | 2026-06-30 |
| Capital Investment Advisory Services, LLC | $506.1K | 103 | 2026-06-30 |
| Mariner, LLC | $505K | 0 | 2026-06-30 |
| Hollencrest Capital Management | $499.5K | 15 | 2026-06-30 |
| Brown Advisory Inc | $495.8K | 0 | 2026-06-30 |
| Buck Wealth Strategies, LLC | $471.4K | 50 | 2026-06-30 |
| Advance Capital Management, Inc. | $459.5K | 31 | 2026-06-30 |
| Mission Financial Group, LLC | $453.9K | 6 | 2026-06-30 |
| Oakmont Advisory Group, LLC | $434.7K | 3 | 2026-06-30 |
| Goldman Sachs Group Inc | $418.7K | 0 | 2026-06-30 |
| Schwallier Wealth Management LLC | $393.5K | 4 | 2026-06-30 |
| Sanctuary Advisors, LLC | $393K | 401 | 2026-06-30 |
| Sagespring Wealth Partners | $392.5K | 126 | 2026-06-30 |
| Lvz, Inc. | $378K | 16 | 2026-06-30 |
| Madrona Financial Services, LLC | $370K | 10 | 2026-06-30 |
| Main Street Financial Solutions, LLC | $335.3K | 41 | 2026-06-30 |
| Rehmann Capital Advisory Group | $331.8K | 42 | 2026-06-30 |
| Core Wealth Partners LLC | $311K | 5 | 2026-06-30 |
| Per Stirling Capital Management, Llc. | $300.7K | 31 | 2026-06-30 |
| First Heartland Consultants, Inc. | $298.9K | 99 | 2026-06-30 |
| Hightower Advisors, LLC | $238.5K | 1,046 | 2026-06-30 |
| Sequent Planning LLC | $236.1K | 100 | 2026-06-30 |
| Arbor Capital Management Inc /adv | $221.8K | 0 | 2026-06-30 |
| Brookstone Capital Management | $212.6K | 337 | 2026-06-30 |
| Kingswood Wealth Advisors, LLC | $202.1K | 123 | 2026-06-30 |
| Barclays PLC | $199.4K | 0 | 2026-06-30 |
| Spire Wealth Management | $193.2K | 3 | 2026-06-30 |
| Rockefeller Capital Management LP | $168.5K | 346 | 2026-06-30 |
| Ashton Thomas Private Wealth, LLC | $156.3K | 96 | 2026-06-30 |
| Morgan Stanley | $143.4K | 23,185 | 2026-06-30 |
| Soa Wealth Advisors, Llc. | $142.8K | 10 | 2026-06-30 |
| Img Wealth Management, Inc. | $139.9K | 7 | 2026-06-30 |
| Ae Wealth Management LLC | $85.1K | 471 | 2026-06-30 |
| Keating Financial Advisory Services, Inc. | $84.7K | 25 | 2026-06-30 |
| Private Trust Co NA | $82.1K | 0 | 2026-06-30 |
| Newedge Advisors | $79.3K | 601 | 2026-06-30 |
| Dhjj Financial Advisors, Ltd. | $58.7K | 7 | 2026-06-30 |
| Corecap Advisors, LLC | $55.3K | 118 | 2026-06-30 |
| Triumph Capital Management | $55K | 14 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $35.3K | 193 | 2026-06-30 |
| Arax Advisory Partners | $31.3K | 232 | 2026-06-30 |
| Lanark Financial, Inc. | $22K | 69 | 2026-06-30 |
| Financial Network Wealth Advisors LLC | $17.3K | 7 | 2026-06-30 |
| Assetmark, Inc | $16K | 220 | 2026-06-30 |
| Smartleaf Asset Management LLC | $7.2K | 9 | 2026-06-30 |
| Janney Montgomery Scott LLC | $6.6K | 1,342 | 2026-06-30 |
| Ifp Advisors, Inc | $5.6K | 318 | 2026-06-30 |
| Hhm Wealth Advisors, LLC | $3.7K | 12 | 2026-06-30 |
| Eversource Wealth Advisors, LLC | $2.9K | 77 | 2026-06-30 |
| UBS Group AG | $2.6K | 0 | 2026-06-30 |
| Wood Tarver Financial | $1.6K | 5 | 2026-06-30 |
| Ogorek Anthony Joseph /NY/ /adv | $1.6K | 0 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $961 | 3,940 | 2026-03-31 |