| Envestnet Pmc | $38.8M | 60 | 2026-06-30 |
| Schorn Wealth LLC | $30.4M | 5 | 2026-06-30 |
| Rockefeller Capital Management LP | $21M | 346 | 2026-06-30 |
| Cetera Investment Advisers | $20.7M | 10,370 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $19.9M | 2,863 | 2026-06-30 |
| Raymond James Financial Inc | $19.3M | 0 | 2026-06-30 |
| Assetmark, Inc | $16.4M | 220 | 2026-06-30 |
| Reap Financial Group, LLC | $14.9M | 7 | 2026-06-30 |
| Lpl Financial LLC | $11.8M | 23,458 | 2026-06-30 |
| Kestra Advisory Services, LLC | $8.2M | 1,479 | 2026-06-30 |
| Atria Investments, Inc | $7.7M | 6 | 2026-06-30 |
| Stephens Inc /ar | $7.7M | 243 | 2026-06-30 |
| Osaic Holdings, Inc. | $7.4M | 0 | 2026-06-30 |
| Stratos Investment Management, LLC | $7.3M | 7 | 2026-06-30 |
| Cwm, LLC | $6.8M | 667 | 2026-03-31 |
| Onyx Bridge Wealth Group LLC | $6.4M | 22 | 2026-06-30 |
| Harbour Investments, Inc. | $5.4M | 247 | 2026-06-30 |
| Focus Partners Wealth | $4.5M | 1,048 | 2026-06-30 |
| Bam Wealth Management LLC | $4.3M | 8 | 2026-06-30 |
| MML Investors Services, LLC | $4.3M | 5,120 | 2026-06-30 |
| Main Street Financial Solutions, LLC | $4.3M | 41 | 2026-06-30 |
| Keystone Wealth Services, LLC | $4M | 12 | 2026-06-30 |
| Creativeone Wealth, LLC | $4M | 221 | 2026-06-30 |
| Mariner, LLC | $2.9M | 0 | 2026-06-30 |
| Apollon Wealth Management, LLC | $2.8M | 151 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $2.7M | 21 | 2026-06-30 |
| Old Mission Capital LLC | $2.7M | 0 | 2026-06-30 |
| Regal Investment Advisors LLC | $2.5M | 117 | 2026-06-30 |
| Integrity Financial Corp /wa | $2.5M | 14 | 2026-06-30 |
| Outlook Wealth Advisors, LLC | $2.5M | 6 | 2026-06-30 |
| Bleakley Financial Group, LLC | $2.4M | 124 | 2026-06-30 |
| Valtinson Bruner Financial Planning LLC | $2.3M | 7 | 2026-06-30 |
| Captrust Financial Advisors | $2.2M | 962 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $2M | 481 | 2026-06-30 |
| Founders Financial Securities LLC | $1.7M | 117 | 2026-06-30 |
| Hightower Advisors, LLC | $1.7M | 1,046 | 2026-06-30 |
| Horizon Investments, LLC | $1.7M | 27 | 2026-06-30 |
| Gts Securities LLC | $1.6M | 0 | 2026-06-30 |
| Fwg Investments, Llc. | $1.6M | 9 | 2026-06-30 |
| Strategic Blueprint, LLC | $1.5M | 55 | 2026-06-30 |
| Semus Wealth Partners LLC | $1.5M | 1 | 2026-06-30 |
| Envestnet Portfolio Solutions, Inc. | $1.5M | 3 | 2026-06-30 |
| Susquehanna International Group, LLP | $1.5M | 0 | 2026-06-30 |
| Maltin Wealth Management, Inc. | $1.5M | 4 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $1.5M | 0 | 2026-06-30 |
| Wealthcare Advisory Partners LLC | $1.4M | 170 | 2026-06-30 |
| Fragasso Financial Advisors Inc | $1.4M | 25 | 2026-06-30 |
| Kestra Private Wealth Services, LLC | $1.4M | 206 | 2026-06-30 |
| Bison Wealth, LLC | $1.4M | 61 | 2026-06-30 |
| Allworth Financial, LP | $1.4M | 317 | 2026-06-30 |
| Skyview Financial Group LLC | $1.3M | 2 | 2025-12-31 |
| Accel Wealth Management | $1.3M | 10 | 2026-06-30 |
| Stewardship Concepts Financial Services LLC | $1.3M | 4 | 2026-06-30 |
| Concurrent Investment Advisors, LLC | $1.3M | 349 | 2026-06-30 |
| Marshall Financial Group, LLC | $1.3M | 14 | 2026-06-30 |
| Fsb Premier Wealth Management, Inc. | $1.2M | 10 | 2026-06-30 |
| Ameritas Advisory Services, LLC | $1.2M | 550 | 2026-06-30 |
| Faithward Advisors, LLC | $1.1M | 18 | 2026-06-30 |
| Beck Capital Management, LLC | $1.1M | 10 | 2026-06-30 |
| 1776 Wealth LLC | $1.1M | 2 | 2026-06-30 |
| Fiduciary Financial Advisors | $1.1M | 51 | 2026-06-30 |
| Oder Investment Management, LLC | $1.1M | 5 | 2026-06-30 |
| Farther Finance Advisors, LLC | $1M | 334 | 2026-06-30 |
| Truist Financial Corp | $1M | 0 | 2026-06-30 |
| Dhjj Financial Advisors, Ltd. | $1M | 7 | 2026-06-30 |
| Toptier Wealth Management, LLC | $992.8K | 2 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $977.9K | 480 | 2026-06-30 |
| Vestgen Investment Management | $977.7K | 2 | 2026-06-30 |
| Vestgen Advisors, LLC | $977.7K | 58 | 2026-06-30 |
| Signal Advisors Wealth, LLC | $969.8K | 45 | 2026-06-30 |
| Harvest Investment Services, LLC | $954.1K | 27 | 2026-06-30 |
| Rfg Advisory, LLC | $948K | 191 | 2026-06-30 |
| Mgo One Seven LLC | $939.3K | 118 | 2026-06-30 |
| Journey Strategic Wealth LLC | $938.4K | 0 | 2026-03-31 |
| Tanglewood Legacy Advisors, LLC | $915.3K | 5 | 2026-06-30 |
| Sunbelt Securities, Inc. | $897.2K | 63 | 2026-03-31 |
| Gallagher Fiduciary Advisors, LLC | $891.6K | 126 | 2026-06-30 |
| Oakmont Advisory Group, LLC | $870.7K | 3 | 2026-06-30 |
| Integrated Advisors Network LLC | $841.8K | 79 | 2026-06-30 |
| Royal Bank of Canada | $818K | 0 | 2026-06-30 |
| Jpmorgan Chase & Co | $808K | 0 | 2026-06-30 |
| Corecap Advisors, LLC | $795.1K | 118 | 2026-06-30 |
| Luken Investment Analytics, LLC | $782K | 5 | 2026-06-30 |
| Brookstone Capital Management | $757.5K | 337 | 2026-06-30 |
| Lvz, Inc. | $755.5K | 16 | 2026-06-30 |
| Kintra Wealth, LLC | $751.8K | 47 | 2026-06-30 |
| Mutual Advisors, LLC | $743.6K | 153 | 2026-06-30 |
| Assuredpartners Investment Advisors | $708.5K | 29 | 2026-06-30 |
| Grant Street Asset Management, Inc. | $696K | 8 | 2026-06-30 |
| Tfb Advisors LLC | $685K | 18 | 2026-06-30 |
| Grantvest Financial Group LLC | $676.3K | 5 | 2026-06-30 |
| McKinley Carter Wealth Services, Inc. | $674.4K | 25 | 2026-06-30 |
| Insigneo Advisory Services, LLC | $659K | 225 | 2026-06-30 |
| Newedge Advisors | $651.8K | 601 | 2026-06-30 |
| United Capital Financial Advisors, LLC | $645.8K | 166 | 2026-06-30 |
| Sovereign Financial Group, Inc. | $606.6K | 23 | 2026-06-30 |
| Maridea Wealth Management | $579.8K | 38 | 2026-06-30 |
| Ae Wealth Management LLC | $578.3K | 471 | 2026-06-30 |
| Sanctuary Advisors, LLC | $571K | 401 | 2026-06-30 |
| Keating Financial Advisory Services, Inc. | $569.9K | 25 | 2026-06-30 |
| Arkadios Wealth Advisors | $535.7K | 226 | 2026-06-30 |
| Focus Financial | $507.7K | 121 | 2026-06-30 |
| World Equity Group, Inc. | $490.8K | 56 | 2026-06-30 |
| Chris Bulman Inc | $490.3K | 7 | 2026-06-30 |
| Buck Wealth Strategies, LLC | $488.5K | 50 | 2026-06-30 |
| Independent Financial Group, LLC | $488K | 481 | 2026-06-30 |
| Principal Securities, Inc. | $473K | 1,463 | 2026-06-30 |
| Novem Group | $464.7K | 32 | 2026-06-30 |
| Leigh Baldwin & Co., LLC | $459.8K | 18 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $448.4K | 1,026 | 2026-06-30 |
| Advisory Services Network | $421.5K | 253 | 2026-06-30 |
| Kovack Advisors, Inc. | $412.4K | 258 | 2026-06-30 |
| Crusonia Wealth Advisors LLC | $409.2K | 17 | 2026-06-30 |
| Stonex Group Inc. | $404.8K | 0 | 2026-06-30 |
| Kingswood Wealth Advisors, LLC | $400.2K | 123 | 2026-06-30 |
| First Heartland Consultants, Inc. | $399.5K | 99 | 2026-06-30 |
| Brown Advisory Inc | $398.6K | 0 | 2026-06-30 |
| Onedigital Investment Advisors LLC | $383.9K | 386 | 2026-06-30 |
| Silver Oak Securities, Incorporated | $378.3K | 117 | 2026-06-30 |
| Independent Wealth Network Inc. | $369.4K | 34 | 2026-06-30 |
| Echo Wealth Management, LLC | $362.8K | 1 | 2026-06-30 |
| Snowden Capital Advisors LLC | $351.9K | 122 | 2026-06-30 |
| Iht Wealth Management LLC | $350.7K | 159 | 2026-06-30 |
| Prospera Financial Services, Inc. | $345.4K | 270 | 2026-06-30 |
| Foundations Investment Advisors, LLC | $339.5K | 302 | 2026-06-30 |
| Stratos Wealth Advisors, LLC | $333.9K | 71 | 2026-06-30 |
| Mbl Advisors | $332.6K | 10 | 2026-06-30 |
| Ausdal Financial Partners, Inc. | $329.3K | 189 | 2026-06-30 |
| Clear Creek Financial Management, LLC | $325.9K | 44 | 2026-06-30 |
| Sowell Financial Services LLC | $323.3K | 108 | 2026-06-30 |
| Cresset Asset Management, LLC | $322.2K | 212 | 2026-06-30 |
| Prosperity - An Eisneramper Company | $319.5K | 65 | 2026-06-30 |
| Morgan Stanley | $310.5K | 23,185 | 2026-06-30 |
| Foguth Wealth Management, Llc. | $309.1K | 51 | 2026-06-30 |
| Simplicity Wealth, LLC | $294.1K | 0 | 2026-06-30 |
| Beacon Financial Advisory LLC | $292.7K | 13 | 2026-06-30 |
| Ern Financial, LLC | $290.8K | 10 | 2026-06-30 |
| Gateway Wealth Partners, LLC | $281.2K | 101 | 2026-06-30 |
| Triad Wealth Partners, LLC | $277.4K | 49 | 2026-06-30 |
| Seia | $269K | 141 | 2026-06-30 |
| Choreo, LLC | $266.6K | 148 | 2026-06-30 |
| Catalina Capital Group, LLC | $266.5K | 0 | 2026-03-31 |
| Vertex Planning Partners, LLC | $265.3K | 14 | 2026-06-30 |
| Keel Point, LLC | $265K | 49 | 2026-06-30 |
| Anfield Capital Management, LLC | $262.3K | 0 | 2026-03-31 |
| Integrity Alliance, Llc. | $257.8K | 353 | 2026-06-30 |
| Mercer Global Advisors Inc /adv | $234.9K | 0 | 2026-06-30 |
| Legacy Private Trust Co. | $232.9K | 0 | 2026-06-30 |
| Tru Independence LLC | $216.2K | 0 | 2026-06-30 |
| Archer Investment Corp | $214.2K | 78 | 2026-06-30 |
| Share Andrew L. | $207.3K | 0 | 2026-06-30 |
| Opes Wealth Management LLC | $206.9K | 0 | 2026-03-31 |
| Oppenheimer & Co. Inc. | $206.8K | 1,166 | 2026-06-30 |
| Elevation Point Wealth Partners, LLC | $204.9K | 56 | 2026-06-30 |
| Vestmark Advisory Solutions, Inc. | $204.9K | 8 | 2026-06-30 |
| Wealthspire Retirement, LLC | $203.6K | 146 | 2026-06-30 |
| Barclays PLC | $200K | 0 | 2026-06-30 |
| Soa Wealth Advisors, Llc. | $186.8K | 10 | 2026-06-30 |
| Lanark Financial, Inc. | $172.6K | 69 | 2026-06-30 |
| UBS Group AG | $143.6K | 0 | 2026-06-30 |
| Ifp Advisors, Inc | $136.6K | 318 | 2026-06-30 |
| Advisornet Wealth Partners | $133.9K | 58 | 2026-06-30 |
| Ni Acquisitions Company, LLC | $133.3K | 6 | 2026-06-30 |
| International Assets Investment Management, LLC | $119.9K | 122 | 2026-06-30 |
| Financial Network Wealth Advisors LLC | $109.2K | 7 | 2026-06-30 |
| O'Shaughnessy Asset Management, LLC | $78.8K | 58 | 2026-06-30 |
| National Bank of Canada /fi | $67.1K | 0 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $53K | 0 | 2026-06-30 |
| Blue Bell Private Wealth Management, LLC | $51.2K | 11 | 2026-06-30 |
| Ameritas Investment Partners, Inc. | $47.3K | 7 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $45.7K | 193 | 2026-06-30 |
| Murphy & Mullick Capital Management Corp | $39.6K | 2 | 2026-06-30 |
| Topsail Wealth Management, LLC | $39.6K | 4 | 2026-06-30 |
| Comerica Bank | $39.2K | 0 | 2025-12-31 |
| Global Retirement Partners LLC | $31K | 491 | 2026-06-30 |
| Spire Wealth Management | $25.9K | 3 | 2026-06-30 |
| Wells Fargo & Company/mn | $17.4K | 0 | 2026-06-30 |
| Cape Investment Advisory, Inc. | $15.2K | 35 | 2026-06-30 |
| Capital Investment Advisory Services, LLC | $14.1K | 103 | 2026-06-30 |
| Continuum Advisory, LLC | $12.1K | 40 | 2026-06-30 |
| Ifg Advisory, LLC | $6.6K | 110 | 2026-06-30 |
| Lm Advisors LLC | $5.3K | 5 | 2026-06-30 |
| Benson Wealth Management, Inc. | $5.1K | 2 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $3.4K | 3,940 | 2026-03-31 |
| Triumph Capital Management | $3.4K | 14 | 2026-06-30 |
| Janney Montgomery Scott LLC | $1.9K | 1,342 | 2026-06-30 |
| Wedbush Securities Inc | $927 | 220 | 2026-06-30 |
| Park Avenue Securities LLC | $399 | 1,908 | 2026-06-30 |
| Centaurus Financial, Inc. | $379 | 431 | 2026-06-30 |
| Hrt Financial LP | $293 | 0 | 2026-06-30 |
| Ogorek Anthony Joseph /NY/ /adv | $49 | 0 | 2026-06-30 |
| Capital Analysts, LLC | $26 | 608 | 2026-06-30 |
| Cx Institutional | $12 | 80 | 2026-06-30 |