| Commonwealth Equity Services, LLC | $10.7M | 2,863 | 2026-06-30 |
| Envestnet Pmc | $9.8M | 60 | 2026-06-30 |
| Lpl Financial LLC | $7M | 23,458 | 2026-06-30 |
| Ifp Advisors, Inc | $6.5M | 318 | 2026-06-30 |
| Harbour Investments, Inc. | $6.1M | 247 | 2026-06-30 |
| Cetera Investment Advisers | $6M | 10,370 | 2026-06-30 |
| Waverly Advisors, LLC | $5.3M | 231 | 2026-06-30 |
| Reap Financial Group, LLC | $5.1M | 7 | 2026-06-30 |
| Brass Tax Wealth Management, Inc | $5M | 0 | 2025-09-30 |
| Winnacle Wealth, LLC | $4.9M | 6 | 2026-06-30 |
| Osaic Holdings, Inc. | $4.5M | 0 | 2026-06-30 |
| Oppenheimer & Co. Inc. | $4.2M | 1,166 | 2026-06-30 |
| Kestra Advisory Services, LLC | $4M | 1,479 | 2026-06-30 |
| Horizon Investments, LLC | $3.9M | 27 | 2026-06-30 |
| Founders Financial Securities LLC | $3.9M | 117 | 2026-06-30 |
| 1st Source Bank | $3.8M | 0 | 2026-06-30 |
| Echo Wealth Management, LLC | $3.7M | 1 | 2026-06-30 |
| Cwm, LLC | $3.7M | 667 | 2026-03-31 |
| Mariner, LLC | $3.3M | 0 | 2026-06-30 |
| Precedent Wealth Partners, LLC | $3.3M | 18 | 2026-06-30 |
| Tanglewood Legacy Advisors, LLC | $3.3M | 5 | 2026-06-30 |
| Ashton Thomas Private Wealth, LLC | $3.2M | 96 | 2026-06-30 |
| Advisory Services Network | $3.1M | 253 | 2026-06-30 |
| Benson Wealth Management, Inc. | $2.9M | 2 | 2026-06-30 |
| Raymond James Financial Inc | $2.9M | 0 | 2026-06-30 |
| Mutual Advisors, LLC | $2.9M | 153 | 2026-06-30 |
| Truist Financial Corp | $2.3M | 0 | 2026-06-30 |
| Hightower Advisors, LLC | $1.8M | 1,046 | 2026-06-30 |
| MML Investors Services, LLC | $1.7M | 5,120 | 2026-06-30 |
| Old Mission Capital LLC | $1.5M | 0 | 2026-06-30 |
| Spectrum Asset Management, Inc. (nb/ca) | $1.5M | 0 | 2026-06-30 |
| Arkadios Wealth Advisors | $1.4M | 226 | 2026-06-30 |
| Castleview Partners, LLC | $1.3M | 13 | 2026-06-30 |
| Sunbelt Securities, Inc. | $1.3M | 63 | 2026-03-31 |
| Keystone Wealth Services, LLC | $1.3M | 12 | 2026-06-30 |
| McKinley Carter Wealth Services, Inc. | $1.2M | 25 | 2026-06-30 |
| Tounjian Advisory Partners, LLC | $1.1M | 5 | 2026-06-30 |
| Buck Wealth Strategies, LLC | $1.1M | 50 | 2026-06-30 |
| Bluespring Wealth Management, LLC | $1.1M | 50 | 2026-06-30 |
| Madrona Financial Services, LLC | $1.1M | 10 | 2026-06-30 |
| Commonwealth Financial Services, LLC | $1M | 15 | 2026-06-30 |
| Ignite Planners LLC | $967.1K | 24 | 2026-06-30 |
| Jpmorgan Chase & Co | $961.6K | 0 | 2026-06-30 |
| Journey Strategic Wealth LLC | $931.9K | 0 | 2026-03-31 |
| Lvz, Inc. | $902.7K | 16 | 2026-06-30 |
| Mission Financial Group, LLC | $874.8K | 6 | 2026-06-30 |
| Kestra Private Wealth Services, LLC | $870.9K | 206 | 2026-06-30 |
| Kovack Advisors, Inc. | $869.9K | 258 | 2026-06-30 |
| Ashton Thomas Securities, LLC | $838.2K | 37 | 2026-06-30 |
| Encompass More Asset Management | $761K | 86 | 2026-06-30 |
| Ameritas Advisory Services, LLC | $759.4K | 550 | 2026-06-30 |
| Susquehanna International Group, LLP | $694.6K | 0 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $683.7K | 1,026 | 2026-06-30 |
| Lifewealth Investments, LLC | $667.4K | 9 | 2026-06-30 |
| World Equity Group, Inc. | $653.5K | 56 | 2026-06-30 |
| Clear Creek Financial Management, LLC | $650.6K | 44 | 2026-06-30 |
| &partners | $643.4K | 555 | 2026-06-30 |
| Rfg Advisory, LLC | $614.1K | 191 | 2026-06-30 |
| Mtm Investment Management, LLC | $559.5K | 5 | 2026-06-30 |
| Lakeridge Wealth Management LLC | $554.3K | 12 | 2026-06-30 |
| Western Wealth Management, LLC | $549K | 112 | 2026-06-30 |
| Farther Finance Advisors, LLC | $535.5K | 334 | 2026-06-30 |
| Signal Advisors Wealth, LLC | $534.6K | 45 | 2026-06-30 |
| Beacon Financial Group | $522.6K | 8 | 2026-06-30 |
| Arax Advisory Partners | $504.7K | 232 | 2026-06-30 |
| Uptick Partners, LLC | $501.7K | 17 | 2026-06-30 |
| Sage Capital Advisors, LLC | $485.3K | 0 | 2026-06-30 |
| Sanctuary Advisors, LLC | $467.4K | 401 | 2026-06-30 |
| Grantvest Financial Group LLC | $436.1K | 5 | 2026-06-30 |
| Integrity Financial Corp /wa | $435.8K | 14 | 2026-06-30 |
| First Trust Advisors LP | $426.8K | 607 | 2026-06-30 |
| Capasso Planning Partners LLC | $413.5K | 2 | 2026-06-30 |
| Financial Network Wealth Advisors LLC | $398.8K | 7 | 2026-06-30 |
| Atria Investments, Inc | $391.6K | 6 | 2026-06-30 |
| Legacy Capital Wealth Partners, LLC | $387.1K | 17 | 2026-06-30 |
| Falcon Wealth Planning | $374K | 24 | 2026-06-30 |
| Beacon Pointe Advisors, LLC | $366.6K | 466 | 2026-06-30 |
| Evolution Wealth Management Inc. | $353.2K | 3 | 2026-06-30 |
| Ritter Daniher Financial Advisory LLC / de | $345.8K | 0 | 2026-06-30 |
| Sowell Financial Services LLC | $341.8K | 108 | 2026-06-30 |
| Per Stirling Capital Management, Llc. | $323.1K | 31 | 2026-06-30 |
| Clearstead; Clearstead Advisory Solutions | $314.5K | 64 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $311.6K | 480 | 2026-06-30 |
| Oder Investment Management, LLC | $287.5K | 5 | 2026-06-30 |
| Royal Bank of Canada | $278K | 0 | 2026-06-30 |
| Arbor Capital Management Inc /adv | $277.6K | 0 | 2026-06-30 |
| Prospera Financial Services, Inc. | $273.4K | 270 | 2026-06-30 |
| Newedge Advisors | $259.3K | 601 | 2026-06-30 |
| Lanark Financial, Inc. | $259.1K | 69 | 2026-06-30 |
| Creativeone Wealth, LLC | $250.8K | 221 | 2026-06-30 |
| Aqr Capital Management LLC | $242.3K | 1 | 2026-06-30 |
| Vertex Planning Partners, LLC | $240.1K | 14 | 2026-06-30 |
| Focus Financial | $234K | 121 | 2026-06-30 |
| Rockefeller Capital Management LP | $232.4K | 346 | 2026-06-30 |
| Clark Capital Management Group, Inc. | $229.4K | 1 | 2026-06-30 |
| Kintra Wealth, LLC | $227.2K | 47 | 2026-06-30 |
| Wealthgarden F.S. LLC | $226.8K | 5 | 2026-06-30 |
| U.S. Capital Wealth Advisors, LLC | $226.1K | 0 | 2026-03-31 |
| Advyzon Investment Management, LLC | $225.3K | 2 | 2026-06-30 |
| Prime Capital Financial | $205.4K | 265 | 2026-06-30 |
| Savvy Advisors, Inc. | $202.4K | 214 | 2026-06-30 |
| Barclays PLC | $200.5K | 0 | 2026-06-30 |
| Soa Wealth Advisors, Llc. | $144.9K | 10 | 2026-06-30 |
| Fiduciary Financial Advisors | $122K | 51 | 2026-06-30 |
| Allworth Financial, LP | $82.2K | 317 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $74.5K | 481 | 2026-06-30 |
| Dhjj Financial Advisors, Ltd. | $57K | 7 | 2026-06-30 |
| Corecap Advisors, LLC | $55K | 118 | 2026-06-30 |
| Topsail Wealth Management, LLC | $51.6K | 4 | 2026-06-30 |
| Vima LLC | $47.3K | 12 | 2026-06-30 |
| Pinnacle Bancorp, Inc. | $31.1K | 0 | 2026-06-30 |
| Assetmark, Inc | $30.7K | 220 | 2026-06-30 |
| Financial Perspectives, Inc | $28.2K | 15 | 2026-06-30 |
| Spire Wealth Management | $23.1K | 3 | 2026-06-30 |
| Ogorek Anthony Joseph /NY/ /adv | $9.5K | 0 | 2026-06-30 |
| Capital Investment Advisory Services, LLC | $7.6K | 103 | 2026-06-30 |
| Smartleaf Asset Management LLC | $7.4K | 9 | 2026-06-30 |
| Ae Wealth Management LLC | $6K | 471 | 2026-06-30 |
| Triumph Capital Management | $5K | 14 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $1.7K | 3,940 | 2026-03-31 |
| Wood Tarver Financial | $1K | 5 | 2026-06-30 |
| Hrt Financial LP | $754 | 0 | 2026-06-30 |
| Centaurus Financial, Inc. | $382 | 431 | 2026-06-30 |
| Janney Montgomery Scott LLC | $295 | 1,342 | 2026-06-30 |
| Morgan Stanley | $51 | 23,185 | 2026-06-30 |