| Cooper Capital Advisors LLC | $3.2M | 4 | 2026-06-30 |
| Madrona Financial Services, LLC | $2.2M | 10 | 2026-06-30 |
| Donald L. Hagan, LLC | $1.8M | 0 | 2025-09-30 |
| Susquehanna International Group, LLP | $1.3M | 0 | 2026-06-30 |
| Cetera Investment Advisers | $1.3M | 10,370 | 2026-06-30 |
| Harbour Investments, Inc. | $1.2M | 247 | 2026-06-30 |
| Valmark Advisers, Inc. | $983.7K | 295 | 2026-06-30 |
| Foguth Wealth Management, Llc. | $868.1K | 51 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $833.6K | 2,863 | 2026-06-30 |
| Gallagher Fiduciary Advisors, LLC | $621.4K | 126 | 2026-06-30 |
| Ignite Planners LLC | $553.7K | 24 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $552.1K | 1,026 | 2026-06-30 |
| Advisory Services Network | $549.4K | 253 | 2026-06-30 |
| Crusonia Wealth Advisors LLC | $532.4K | 17 | 2026-06-30 |
| Kestra Advisory Services, LLC | $521.6K | 1,479 | 2026-06-30 |
| Ameritas Advisory Services, LLC | $465K | 550 | 2026-06-30 |
| Envestnet Pmc | $438.7K | 60 | 2026-06-30 |
| Capasso Planning Partners LLC | $412.6K | 2 | 2026-06-30 |
| Buck Wealth Strategies, LLC | $393.1K | 50 | 2026-06-30 |
| Americana Partners, LLC | $387.4K | 53 | 2026-06-30 |
| Lpl Financial LLC | $359.6K | 23,458 | 2026-06-30 |
| Goldman Sachs Group Inc | $336.8K | 0 | 2026-06-30 |
| Legacy Capital Wealth Partners, LLC | $332.3K | 17 | 2026-06-30 |
| Wealthcare Asset Management, LLC | $330.9K | 6 | 2026-06-30 |
| Precedent Wealth Partners, LLC | $324.4K | 18 | 2026-06-30 |
| Milestone Asset Management, LLC | $307.1K | 11 | 2026-06-30 |
| Lvz, Inc. | $296.9K | 16 | 2026-06-30 |
| Kovack Advisors, Inc. | $265.9K | 258 | 2026-06-30 |
| Fsb Premier Wealth Management, Inc. | $249K | 10 | 2026-06-30 |
| Sequent Planning LLC | $248.4K | 100 | 2026-06-30 |
| Triumph Capital Management | $247.1K | 14 | 2026-06-30 |
| Wealthgarden F.S. LLC | $232.6K | 5 | 2026-06-30 |
| Integrity Financial Corp /wa | $221.6K | 14 | 2026-06-30 |
| Fwg Investments, Llc. | $216.1K | 9 | 2026-06-30 |
| Ae Wealth Management LLC | $214.8K | 471 | 2026-06-30 |
| Osaic Holdings, Inc. | $200.3K | 0 | 2026-06-30 |
| Barclays PLC | $152.4K | 0 | 2026-06-30 |
| Cwm, LLC | $144K | 667 | 2026-03-31 |
| Assetmark, Inc | $41.6K | 220 | 2026-06-30 |
| Ashton Thomas Private Wealth, LLC | $24.7K | 96 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $1.2K | 3,940 | 2026-03-31 |
| Cx Institutional | $43 | 80 | 2026-06-30 |