| Northwestern Mutual Wealth Management Co | $4.6B | 0 | 2026-06-30 |
| Morgan Stanley | $1.7B | 23,185 | 2026-06-30 |
| Bank of America Corp /de | $716M | 0 | 2026-06-30 |
| Fmr LLC | $696.3M | 0 | 2026-06-30 |
| Jpmorgan Chase & Co | $638.6M | 0 | 2026-06-30 |
| Lpl Financial LLC | $593.4M | 23,458 | 2026-06-30 |
| Dynasty Wealth Management, LLC | $499M | 14 | 2026-06-30 |
| Raymond James Financial Inc | $410.2M | 0 | 2026-06-30 |
| Modern Wealth Management, LLC | $368.9M | 161 | 2026-06-30 |
| Envestnet Pmc | $366.6M | 60 | 2026-06-30 |
| Cetera Investment Advisers | $331.9M | 10,370 | 2026-06-30 |
| Country Trust Bank | $312M | 0 | 2026-06-30 |
| UBS Group AG | $307.1M | 0 | 2026-06-30 |
| Quotient Wealth Partners, LLC | $306.1M | 36 | 2026-06-30 |
| Legacy Wealth Management, LLC | $250M | 15 | 2026-06-30 |
| Osaic Holdings, Inc. | $249.9M | 0 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $232.6M | 2,863 | 2026-06-30 |
| Sax Wealth Advisors, LLC | $204.9M | 42 | 2026-06-30 |
| Royal Bank of Canada | $200M | 0 | 2026-06-30 |
| Mather Group, Llc. | $187M | 110 | 2026-06-30 |
| Ritholtz Wealth Management | $185M | 58 | 2026-06-30 |
| Kestra Advisory Services, LLC | $181.7M | 1,479 | 2026-06-30 |
| Cwm, LLC | $176.3M | 667 | 2026-03-31 |
| Waverly Advisors, LLC | $174.5M | 231 | 2026-06-30 |
| Retirement Planning Group, LLC | $143.4M | 0 | 2026-06-30 |
| Blue Chip Partners, LLC | $140.2M | 18 | 2026-06-30 |
| Sagespring Wealth Partners | $138.7M | 126 | 2026-06-30 |
| Forvis Mazars Wealth Advisors, LLC | $135M | 83 | 2026-06-30 |
| Truwealth Advisors, LLC | $130.4M | 0 | 2026-03-31 |
| Focus Partners Wealth | $112.1M | 1,048 | 2026-06-30 |
| MML Investors Services, LLC | $111.9M | 5,120 | 2026-06-30 |
| McKinley Carter Wealth Services, Inc. | $111.3M | 25 | 2026-06-30 |
| Summit Financial Strategies, Inc. | $108.5M | 20 | 2026-06-30 |
| Wells Fargo & Company/mn | $96.8M | 0 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $96.7M | 480 | 2026-06-30 |
| Octavia Wealth Advisors LLC | $93.8M | 33 | 2026-06-30 |
| Hightower Advisors, LLC | $91.3M | 1,046 | 2026-06-30 |
| Valeo Financial Advisors, LLC | $85.3M | 108 | 2026-06-30 |
| Corient Private Wealth LP | $82.3M | 674 | 2026-06-30 |
| Falcon Wealth Planning | $74.4M | 24 | 2026-06-30 |
| Wealthcare Advisory Partners LLC | $71.2M | 170 | 2026-06-30 |
| Private Advisor Group, LLC | $69.6M | 927 | 2026-06-30 |
| Ameritas Advisory Services, LLC | $69M | 550 | 2026-06-30 |
| Ullmann Wealth Partners Group, LLC | $67.5M | 8 | 2026-06-30 |
| Concurrent Investment Advisors, LLC | $65.3M | 349 | 2026-06-30 |
| Hub Investment Partners, LLC | $64.7M | 118 | 2026-06-30 |
| Syntegra Private Wealth Group, LLC | $63.2M | 12 | 2026-06-30 |
| Rehmann Capital Advisory Group | $62.1M | 42 | 2026-06-30 |
| Arkadios Wealth Advisors | $59.5M | 226 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $59.1M | 21 | 2026-06-30 |
| Huntington National Bank | $57.7M | 0 | 2026-06-30 |
| Sunburst Financial Group, LLC | $54.1M | 8 | 2026-06-30 |
| Rfg Advisory, LLC | $52.9M | 191 | 2026-06-30 |
| Harbor Group, Inc. | $50.8M | 9 | 2026-06-30 |
| McGlone Suttner Wealth Management, Inc. | $50.7M | 8 | 2026-06-30 |
| Drake & Associates, LLC | $50M | 17 | 2026-06-30 |
| Dynamic | $49.8M | 75 | 2026-06-30 |
| Olio Financial Planning | $49.3M | 12 | 2026-06-30 |
| Navalign, LLC | $49.3M | 8 | 2026-06-30 |
| Jones Financial Companies LLLP | $48.5M | 0 | 2026-06-30 |
| Landing Point Financial Group, LLC | $47.5M | 6 | 2026-06-30 |
| Nicolet Bankshares Inc | $46.7M | 0 | 2026-06-30 |
| Crane & Associates Wealth Management | $46.4M | 3 | 2026-06-30 |
| W.G. Shaheen & Associates Dba Whitney & Co | $44.2M | 0 | 2026-06-30 |
| Sherrill & Hutchins Financial Advisory, Inc | $42.9M | 6 | 2026-06-30 |
| Shakespeare Wealth Management, LLC | $42.8M | 6 | 2026-06-30 |
| Weatherly Asset Management L. P. | $42.3M | 10 | 2026-06-30 |
| Westhill Financial Advisors, Inc. | $41.6M | 6 | 2026-06-30 |
| Larson Financial Group LLC | $41.5M | 67 | 2026-06-30 |
| Lineweaver Wealth Advisors, LLC | $41.1M | 9 | 2026-06-30 |
| Brookstone Capital Management | $40.7M | 337 | 2026-06-30 |
| Bleakley Financial Group, LLC | $40.1M | 124 | 2026-06-30 |
| Correct Capital Wealth Management | $40M | 7 | 2026-06-30 |
| Power Wealth Management LLC | $39.4M | 7 | 2026-06-30 |
| Pallas Capital Advisors, LLC | $38.8M | 27 | 2026-06-30 |
| Jaffetilchin Investment Partners, LLC | $38.1M | 0 | 2026-03-31 |
| Aspiriant, LLC | $37.9M | 73 | 2026-06-30 |
| Arete Wealth Advisors, LLC | $37.9M | 146 | 2026-06-30 |
| Coyle Financial Counsel LLC | $37.7M | 11 | 2026-06-30 |
| Baird Financial Group, Inc. | $37.1M | 0 | 2026-06-30 |
| Kfg Wealth Management, LLC | $37M | 49 | 2026-06-30 |
| Compass Ion Advisors, LLC | $37M | 17 | 2026-06-30 |
| Global Retirement Partners LLC | $36.7M | 491 | 2026-06-30 |
| Mascoma Wealth Management | $36.5M | 11 | 2026-06-30 |
| Able Financial Group, LLC | $36M | 9 | 2026-06-30 |
| Henderson Brothers Financial Partners, LLC | $35.6M | 18 | 2026-06-30 |
| Harbour Investments, Inc. | $35.6M | 247 | 2026-06-30 |
| Stone House Investment Management, LLC | $35.5M | 19 | 2026-06-30 |
| Gotham Asset Management, LLC | $35.4M | 5 | 2026-06-30 |
| Vicus Capital | $35M | 90 | 2026-06-30 |
| Onedigital Investment Advisors LLC | $34.8M | 386 | 2026-06-30 |
| Shorepoint Capital Partners LLC | $34.2M | 0 | 2025-09-30 |
| Bank of New York Mellon Corp | $33.8M | 0 | 2026-06-30 |
| Creative Planning | $33.6M | 1,171 | 2026-06-30 |
| Founders Financial Securities LLC | $33.4M | 117 | 2026-06-30 |
| Horizon Investments, LLC | $33.2M | 27 | 2026-06-30 |
| Wbh Advisory Inc | $33.2M | 11 | 2026-06-30 |
| Scott Capital Advisors, LLC | $32.9M | 6 | 2026-06-30 |
| Souders Financial Advisors, LLC | $32.5M | 14 | 2026-06-30 |
| Leelyn Smith, LLC | $32M | 11 | 2026-06-30 |
| Wealthspire Retirement, LLC | $32M | 146 | 2026-06-30 |
| Presidio Capital Management, LLC | $31.6M | 9 | 2026-06-30 |
| Valley National Advisers Inc | $31M | 14 | 2026-06-30 |
| Wealth Alliance Advisory Group, LLC | $30.7M | 6 | 2026-06-30 |
| Farther Finance Advisors, LLC | $30.2M | 334 | 2026-06-30 |
| Capital Wealth Management, LLC | $30.2M | 12 | 2026-06-30 |
| Cyndeo Wealth Partners | $30.2M | 20 | 2026-06-30 |
| Financial Strategies Group, Inc. | $30.1M | 7 | 2026-06-30 |
| Newedge Advisors | $30M | 601 | 2026-06-30 |
| Wealth Management Resources, Inc. | $29.9M | 6 | 2026-06-30 |
| Kestra Private Wealth Services, LLC | $29.9M | 206 | 2026-06-30 |
| Koshinski Asset Management, Inc. | $29M | 69 | 2026-06-30 |
| Bridgewealth Advisory Group, LLC | $28.6M | 5 | 2026-06-30 |
| Presper Financial Architects, LLC | $28.2M | 3 | 2026-06-30 |
| Truewealth Advisors, LLC | $28M | 14 | 2026-06-30 |
| Targeted Financial Services LLC | $28M | 4 | 2026-06-30 |
| Sard Wealth Managment Group, LLC | $27.9M | 2 | 2026-06-30 |
| Envision Financial Planning, LLC | $27.6M | 7 | 2026-06-30 |
| Pension & Wealth Management Advisors, Inc. | $27.4M | 7 | 2026-06-30 |
| Nicolet Wealth Management | $27.3M | 46 | 2025-12-31 |
| Regimen Wealth, LLC | $26.9M | 5 | 2026-06-30 |
| Dedora Capital, Inc. | $26.3M | 6 | 2026-06-30 |
| Rise Advisors, LLC | $26.1M | 8 | 2026-06-30 |
| Perigon Wealth Management, LLC | $25.6M | 92 | 2026-06-30 |
| Main Street Financial Solutions, LLC | $25.4M | 41 | 2026-06-30 |
| Andrews Advisory Associates, LLC | $25.3M | 4 | 2026-06-30 |
| Riverpoint Wealth Management Holdings, LLC | $25.1M | 4 | 2026-06-30 |
| Enrich Financial Partners LLC | $25.1M | 4 | 2026-06-30 |
| Spire Wealth Management | $24.8M | 3 | 2026-06-30 |
| Linscomb Wealth, Inc. | $24.4M | 21 | 2026-06-30 |
| Juno Financial Group LLC | $24.3M | 6 | 2026-06-30 |
| Financial & Tax Architects, LLC | $24.1M | 38 | 2026-06-30 |
| Bg Investment Services, LLC | $24M | 5 | 2026-06-30 |
| Summit Financial, LLC | $23.3M | 229 | 2026-06-30 |
| Catawba River Capital | $23.2M | 3 | 2026-06-30 |
| Bay Colony Advisory Group, Inc D/b/a Bay Colony Advisors | $23.2M | 0 | 2026-06-30 |
| Blue Ocean Capital | $23.1M | 5 | 2026-06-30 |
| Investment Advisory Services Group LLC | $22.9M | 9 | 2026-06-30 |
| Tidemark, LLC | $22.6M | 8 | 2026-06-30 |
| Kastel Capital Advisors, LLC | $22.1M | 3 | 2026-06-30 |
| Vestmark Advisory Solutions, Inc. | $21.8M | 8 | 2026-06-30 |
| Kfa Private Wealth Group, LLC | $21.7M | 11 | 2026-06-30 |
| Watchman Group, Inc. | $21M | 5 | 2026-06-30 |
| Valmark Advisers, Inc. | $20.7M | 295 | 2026-06-30 |
| Ashton Thomas Private Wealth, LLC | $20.7M | 96 | 2026-06-30 |
| Dogwood Wealth Management LLC | $20.5M | 4 | 2026-06-30 |
| Pittenger & Anderson Inc | $20.5M | 14 | 2026-06-30 |
| Waterway Wealth Management, LLC | $20.3M | 6 | 2026-06-30 |
| Kintra Wealth, LLC | $20.2M | 47 | 2026-06-30 |
| Pca Investment Advisory Services, Inc. | $19.9M | 11 | 2026-06-30 |
| Tru Independence LLC | $19.8M | 0 | 2026-06-30 |
| Cornerstone Wealth Group, LLC | $19.8M | 30 | 2026-06-30 |
| Occidental Asset Management, LLC | $19.6M | 12 | 2026-06-30 |
| Buttonwood Financial Advisors, Inc. | $19.4M | 5 | 2026-06-30 |
| Baker Boyer National Bank | $19.2M | 0 | 2026-06-30 |
| Prime Capital Financial | $19.1M | 265 | 2026-06-30 |
| New Insight Wealth Advisors | $18.9M | 5 | 2026-06-30 |
| Silver Oak Securities, Incorporated | $18.6M | 117 | 2026-06-30 |
| Goldstone Financial Group, LLC | $18.6M | 17 | 2026-06-30 |
| Meriwether Wealth & Planning, LLC | $18.3M | 5 | 2026-06-30 |
| Etf Portfolio Partners, Inc. | $18.2M | 4 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $18.1M | 1,026 | 2026-06-30 |
| Selby Wealth Management | $18M | 3 | 2026-06-30 |
| World Investment Advisors | $18M | 359 | 2026-06-30 |
| D.A. Davidson & Co. | $18M | 689 | 2026-06-30 |
| Pearl Planning | $17.5M | 6 | 2026-06-30 |
| Gainline Financial Partners, LLC | $17.4M | 7 | 2026-06-30 |
| Schneider Downs Wealth Management Advisors, LP | $17.1M | 22 | 2026-06-30 |
| Rcs Financial Planning, LLC | $17M | 2 | 2026-06-30 |
| Baker Ellis Asset Management LLC | $16.8M | 5 | 2026-06-30 |
| Mai Capital Management | $16.7M | 308 | 2026-06-30 |
| S Harris Financial Group, LLC | $16.6M | 7 | 2026-06-30 |
| Oneascent Financial Services LLC | $16.5M | 85 | 2026-06-30 |
| Edgerock Capital LLC | $16.4M | 12 | 2026-06-30 |
| Forbes Financial Planning, Inc. | $16.3M | 1 | 2026-06-30 |
| Physician Wealth Advisors, Inc. | $16.2M | 9 | 2026-06-30 |
| J.W. Cole Advisors, Inc. | $16.1M | 499 | 2026-06-30 |
| Cmg Global Holdings, LLC | $15.8M | 6 | 2026-06-30 |
| Graney & King, LLC | $15.8M | 4 | 2026-06-30 |
| Courier Capital LLC | $15.7M | 14 | 2026-06-30 |
| Advyzon Investment Management, LLC | $15.7M | 2 | 2026-06-30 |
| Salus Financial Advisors | $15.6M | 4 | 2026-06-30 |
| Stratos Wealth Advisors, LLC | $15.6M | 71 | 2026-06-30 |
| Stratos Wealth Partners, Ltd. | $15.5M | 386 | 2026-06-30 |
| Renaissance Technologies LLC | $15.5M | 0 | 2026-06-30 |
| First Commonwealth Financial Corp /PA | $15.4M | 0 | 2026-06-30 |
| Sentinel Pension Advisors, LLC | $15.4M | 51 | 2026-06-30 |
| Genesis Private Wealth, LLC | $15M | 6 | 2026-06-30 |
| Rooted Wealth Advisors, Inc. | $14.7M | 8 | 2026-06-30 |
| Unique Wealth Strategies, LLC | $14.7M | 5 | 2026-06-30 |
| Mountain Hill Investment Partners Corp. | $14.7M | 3 | 2026-06-30 |
| Goodwin Investment Advisory | $14.3M | 8 | 2026-06-30 |
| Summit Wealth Partners, LLC | $14.1M | 12 | 2026-06-30 |
| Mustico Financial Group, Inc. | $14.1M | 4 | 2026-06-30 |
| Longview Wealth Management | $14.1M | 0 | 2026-06-30 |
| Cyr Financial Inc. | $14M | 5 | 2026-06-30 |
| Lebenthal Global Advisors, LLC | $13.9M | 25 | 2026-06-30 |
| Trustwell Financial Advisors, LLC | $13.6M | 5 | 2026-06-30 |
| Cornerstone Wealth Management, LLC | $13.6M | 0 | 2026-06-30 |
| Truist Financial Corp | $13.5M | 0 | 2026-06-30 |
| Envestnet Portfolio Solutions, Inc. | $13.4M | 3 | 2026-06-30 |
| Destiny Capital Corp/co | $13.3M | 8 | 2026-06-30 |
| Destiny Wealth Partners, LLC | $13.3M | 16 | 2026-06-30 |
| Advisory Services Network | $13.2M | 253 | 2026-06-30 |
| Milestone Investment Advisors LLC | $13.2M | 7 | 2026-06-30 |
| New Edge Wealth | $13.2M | 151 | 2026-06-30 |
| Members Wealth LLC | $13.2M | 5 | 2026-06-30 |
| Gladstone Institutional Advisory LLC | $12.8M | 108 | 2026-06-30 |
| Allworth Financial, LP | $12.7M | 317 | 2026-06-30 |
| Argo Wealth Advisory, LLC | $12.5M | 2 | 2026-06-30 |
| Stifel Financial Corp | $12.4M | 0 | 2026-06-30 |
| Apella Capital, LLC | $12.4M | 104 | 2026-06-30 |
| Storen Legacy Partners, LLC | $12.4M | 7 | 2026-06-30 |
| Focus Partners Advisor Solutions, LLC | $12.3M | 42 | 2026-06-30 |
| Hicks Capital Management LLC | $12.1M | 4 | 2026-06-30 |
| Iht Wealth Management LLC | $12.1M | 159 | 2026-06-30 |
| Equitable Holdings, Inc. | $12M | 0 | 2026-06-30 |
| Atria Investments, Inc | $12M | 6 | 2026-06-30 |
| Resolute Wealth Strategies, LLC | $11.9M | 6 | 2026-06-30 |
| Stonepath Wealth Management | $11.8M | 8 | 2026-06-30 |
| Provident Living Financial Services, Inc. | $11.8M | 3 | 2026-06-30 |
| Clarity Wealth Advisors, LLC | $11.6M | 2 | 2026-06-30 |
| Pfg Advisors | $11.6M | 83 | 2026-06-30 |
| Holos Integrated Wealth | $11.5M | 3 | 2026-06-30 |
| Dickmeyer Boyce Financial Management, Inc. | $11.5M | 4 | 2026-06-30 |
| Diversify Advisory Services, LLC | $11.4M | 116 | 2026-06-30 |
| Diversify Wealth Management, LLC | $11.4M | 78 | 2026-06-30 |
| Steph & Co | $11.3M | 0 | 2026-06-30 |
| Fwg Holdings, LLC | $11.3M | 6 | 2026-06-30 |
| 49 Wealth Management, LLC | $11.1M | 146 | 2026-06-30 |
| Alongside, LLC | $11.1M | 25 | 2026-06-30 |
| Ep Wealth Advisors, LLC | $11M | 338 | 2026-06-30 |
| Openarc Corporate Advisory, LLC | $11M | 123 | 2026-06-30 |
| Mariner, LLC | $10.8M | 0 | 2026-06-30 |
| TD Waterhouse Canada Inc. | $10.5M | 0 | 2026-06-30 |
| Sachetta, LLC | $10.2M | 0 | 2026-06-30 |
| Dakota Wealth Management | $9.9M | 0 | 2026-06-30 |
| Silveroak Wealth Management LLC | $9.9M | 7 | 2026-06-30 |
| Schuylkill Financial LLC | $9.8M | 2 | 2026-06-30 |
| Wny Asset Management, LLC | $9.8M | 29 | 2026-06-30 |
| Omnistar Financial Group, Inc. | $9.6M | 6 | 2026-06-30 |
| Schmidt P J Investment Management Inc | $9.6M | 0 | 2026-06-30 |
| Cmh Wealth Management LLC | $9.6M | 6 | 2026-06-30 |
| Lokken Investment Group LLC | $9.5M | 0 | 2025-09-30 |
| Opes Wealth Management LLC | $9.4M | 0 | 2026-03-31 |
| Mayfair Advisory Group, LLC | $9.3M | 4 | 2026-06-30 |
| Sonoma Allocations | $9.3M | 3 | 2026-06-30 |
| Williams & Novak, LLC | $9.2M | 5 | 2026-06-30 |
| Centerline Wealth Advisors, LLC | $9.1M | 4 | 2026-06-30 |
| Nations Financial Group Inc, /ia/ /adv | $9.1M | 0 | 2026-06-30 |