| Envestnet Pmc | $53.9M | 60 | 2026-06-30 |
| Lpl Financial LLC | $21.2M | 23,458 | 2026-06-30 |
| Assetmark, Inc | $16.4M | 220 | 2026-06-30 |
| Cetera Investment Advisers | $14.6M | 10,370 | 2026-06-30 |
| MML Investors Services, LLC | $8.2M | 5,120 | 2026-06-30 |
| Morgan Stanley | $8M | 23,185 | 2026-06-30 |
| Jpmorgan Chase & Co | $7.4M | 0 | 2026-06-30 |
| Envestnet Portfolio Solutions, Inc. | $6.2M | 3 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $5.9M | 2,863 | 2026-06-30 |
| Vestmark Advisory Solutions, Inc. | $4.5M | 8 | 2026-06-30 |
| Onedigital Investment Advisors LLC | $4.3M | 386 | 2026-06-30 |
| Ae Wealth Management LLC | $4M | 471 | 2026-06-30 |
| Northcoast Asset Management LLC | $3.8M | 31 | 2026-06-30 |
| Kelly Financial Services LLC | $3.6M | 7 | 2026-06-30 |
| Obsido Oy | $3.3M | 0 | 2026-06-30 |
| Diversify Advisory Services, LLC | $2.9M | 116 | 2026-06-30 |
| Diversify Wealth Management, LLC | $2.9M | 78 | 2026-06-30 |
| Patriot Financial Group Insurance Agency, LLC | $2.6M | 35 | 2026-06-30 |
| Jane Street Group, LLC | $2.5M | 0 | 2026-06-30 |
| Jb Capital LLC | $2.1M | 26 | 2026-06-30 |
| United Capital Financial Advisors, LLC | $2M | 166 | 2026-06-30 |
| Bank of America Corp /de | $1.8M | 0 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $1.8M | 0 | 2026-06-30 |
| Breakwater Investment Management | $1.4M | 3 | 2026-06-30 |
| Triad Wealth Partners, LLC | $1.3M | 49 | 2026-06-30 |
| C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors | $1.3M | 103 | 2026-06-30 |
| Osaic Holdings, Inc. | $1.3M | 0 | 2026-06-30 |
| Creativeone Wealth, LLC | $1.3M | 221 | 2026-06-30 |
| Susquehanna International Group, LLP | $1.1M | 0 | 2026-06-30 |
| Sanctuary Advisors, LLC | $1.1M | 401 | 2026-06-30 |
| UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC | $926.3K | 0 | 2026-06-30 |
| Simplicity Wealth, LLC | $769.8K | 0 | 2026-06-30 |
| Shorehaven Wealth Partners, LLC | $744.5K | 4 | 2026-06-30 |
| Summit Financial, LLC | $562.2K | 229 | 2026-06-30 |
| Invst, LLC | $544.4K | 33 | 2026-06-30 |
| Haven Private, LLC | $541.7K | 6 | 2026-06-30 |
| Synergy Asset Management, LLC | $532.5K | 10 | 2026-06-30 |
| Truist Financial Corp | $526.5K | 0 | 2026-06-30 |
| Orion Porfolio Solutions, LLC | $511.4K | 199 | 2026-06-30 |
| Sequoia Financial Group, LLC | $503.3K | 258 | 2026-06-30 |
| World Investment Advisors | $468.8K | 359 | 2026-06-30 |
| Newedge Advisors | $455.2K | 601 | 2026-06-30 |
| Insight Wealth Strategies, LLC | $427.1K | 9 | 2026-06-30 |
| Signet Financial Management, LLC | $422.8K | 12 | 2026-03-31 |
| Global View Capital Management LLC | $422.5K | 101 | 2026-06-30 |
| Wagner Wealth Management, Corp. | $397.5K | 3 | 2026-06-30 |
| Integrated Advisors Network LLC | $394.8K | 79 | 2026-06-30 |
| Advyzon Investment Management, LLC | $386K | 2 | 2026-06-30 |
| Transamerica Financial Advisors, LLC | $370.2K | 1,097 | 2026-06-30 |
| Keystone Financial Group | $333.1K | 34 | 2026-06-30 |
| Avantra Family Wealth, Inc. | $319.9K | 3 | 2026-06-30 |
| Jones Financial Companies LLLP | $308.3K | 0 | 2026-06-30 |
| Bank of Montreal /can | $294K | 0 | 2026-06-30 |
| Arax Advisory Partners | $292.4K | 232 | 2026-06-30 |
| Arkadios Wealth Advisors | $289.5K | 226 | 2026-06-30 |
| Ehrlich Financial Group | $278.3K | 4 | 2026-06-30 |
| Mutual Advisors, LLC | $268.4K | 153 | 2026-06-30 |
| Detalus Advisors, LLC | $263.9K | 13 | 2026-06-30 |
| Captrust Financial Advisors | $262K | 962 | 2026-06-30 |
| Beto Financial Group, LLC | $251.3K | 5 | 2026-06-30 |
| Synergy Investment Management, LLC | $243.4K | 19 | 2026-06-30 |
| Bookends Financial Planning | $242K | 6 | 2026-06-30 |
| Two West Capital Advisors LLC | $237.8K | 16 | 2026-06-30 |
| Keebeck Wealth Management | $219K | 5 | 2026-06-30 |
| Ausdal Financial Partners, Inc. | $217.8K | 189 | 2026-06-30 |
| Icon Wealth Advisors, LLC | $210.4K | 18 | 2026-06-30 |
| Invested Advisors | $205.1K | 3 | 2026-06-30 |
| Cambridge Financial Group, LLC | $202.6K | 5 | 2026-06-30 |
| Bank Julius Baer & Co. Ltd, Zurich | $188K | 0 | 2026-06-30 |
| Efg International AG | $171.2K | 0 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $154K | 480 | 2026-06-30 |
| Geowealth Management, LLC | $136.6K | 0 | 2026-06-30 |
| Royal Bank of Canada | $117K | 0 | 2026-06-30 |
| Ifg Advisory, LLC | $106.1K | 110 | 2026-06-30 |
| Global Retirement Partners LLC | $77.3K | 491 | 2026-06-30 |
| Fifth Third Bancorp | $66K | 0 | 2026-06-30 |
| Rossby Financial, Lcc | $64.7K | 31 | 2026-06-30 |
| Farther Finance Advisors, LLC | $56.3K | 334 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $44.3K | 21 | 2026-06-30 |
| Blackrock, Inc. | $44K | 0 | 2026-06-30 |
| Capital A Wealth Management, LLC | $40.2K | 12 | 2025-06-30 |
| International Assets Investment Management, LLC | $39.5K | 122 | 2026-06-30 |
| Federation Des Caisses Desjardins Du Quebec | $37.4K | 0 | 2026-06-30 |
| Vision Retirement, LLC | $35.4K | 7 | 2026-06-30 |
| TD Waterhouse Canada Inc. | $30.4K | 0 | 2026-06-30 |
| Lfa - Lugano Financial Advisors SA | $16.9K | 0 | 2026-06-30 |
| Lgt Financial Advisors LLC | $13K | 2 | 2026-06-30 |
| Betterment LLC | $12.1K | 28 | 2026-06-30 |
| Private Trust Co NA | $9.9K | 0 | 2026-06-30 |
| Rockefeller Capital Management LP | $8.1K | 346 | 2026-06-30 |
| Comerica Bank | $7.7K | 0 | 2025-12-31 |
| Meramec Financial Planners, LLC | $5.8K | 7 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $5.4K | 481 | 2026-06-30 |
| Pflug Koory, LLC | $4.6K | 0 | 2026-06-30 |
| Vanguard Advisers Inc | $4K | 2,469 | 2026-06-30 |
| Ifp Advisors, Inc | $4K | 318 | 2026-06-30 |
| Cornerstone Planning Group LLC | $3.7K | 23 | 2026-06-30 |
| Compass Financial Management LLC | $3.6K | 46 | 2026-06-30 |
| US Bancorp | $2.3K | 0 | 2026-06-30 |
| Sym Financial Corp | $1.9K | 33 | 2026-06-30 |
| Signature Equity Partners, LLC | $1.9K | 34 | 2026-06-30 |
| Fiduciary Financial Advisors | $1.8K | 51 | 2026-06-30 |
| Park Avenue Securities LLC | $1.7K | 1,908 | 2026-06-30 |
| Fmr LLC | $1.4K | 0 | 2026-06-30 |
| Continuum Advisory, LLC | $1.1K | 40 | 2026-06-30 |
| Silver Grove Financial Group, Inc. | $969 | 17 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $755 | 3,940 | 2026-03-31 |
| UBS Group AG | $215 | 0 | 2026-06-30 |
| Wells Fargo & Company/mn | $26 | 0 | 2026-06-30 |