| Envestnet Pmc | $36.6M | 60 | 2026-06-30 |
| Cetera Investment Advisers | $32.3M | 10,370 | 2026-06-30 |
| Rockefeller Capital Management LP | $23.1M | 346 | 2026-06-30 |
| Assetmark, Inc | $16.4M | 220 | 2026-06-30 |
| Lpl Financial LLC | $16M | 23,458 | 2026-06-30 |
| Brookstone Capital Management | $16M | 337 | 2026-06-30 |
| Cwm, LLC | $14.8M | 667 | 2026-03-31 |
| Raymond James Financial Inc | $14.1M | 0 | 2026-06-30 |
| MML Investors Services, LLC | $12.1M | 5,120 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $11.7M | 2,863 | 2026-06-30 |
| First International Bank of Israel Ltd. | $10.5M | 0 | 2026-06-30 |
| Arax Advisory Partners | $10.5M | 232 | 2026-06-30 |
| U.S. Capital Wealth Advisors, LLC | $9.2M | 0 | 2026-03-31 |
| Osaic Holdings, Inc. | $9M | 0 | 2026-06-30 |
| Fsa Wealth Partners, Inc. | $8.2M | 8 | 2026-06-30 |
| Atria Investments, Inc | $7.7M | 6 | 2026-06-30 |
| Reap Financial Group, LLC | $6.5M | 7 | 2026-06-30 |
| Stephens Inc /ar | $6.4M | 243 | 2026-06-30 |
| Kestra Advisory Services, LLC | $5.9M | 1,479 | 2026-06-30 |
| Foguth Wealth Management, Llc. | $5.2M | 51 | 2026-06-30 |
| Smart Wealth LLC | $4.8M | 19 | 2026-06-30 |
| Bleakley Financial Group, LLC | $4.7M | 124 | 2026-06-30 |
| Bam Wealth Management LLC | $4.4M | 8 | 2026-06-30 |
| Plotkin Financial Advisors, LLC | $4.4M | 1 | 2026-06-30 |
| Hightower Advisors, LLC | $3.9M | 1,046 | 2026-06-30 |
| Sigma Planning Corp | $3.9M | 474 | 2026-06-30 |
| Creativeone Wealth, LLC | $3.8M | 221 | 2026-06-30 |
| Integrity Financial Corp /wa | $3.6M | 14 | 2026-06-30 |
| Anfield Capital Management, LLC | $3.4M | 0 | 2026-03-31 |
| Mgo One Seven LLC | $3.3M | 118 | 2026-06-30 |
| 1776 Wealth LLC | $3.2M | 2 | 2026-06-30 |
| Private Advisor Group, LLC | $3.2M | 927 | 2026-06-30 |
| Keystone Wealth Services, LLC | $2.9M | 12 | 2026-06-30 |
| Independent Wealth Network Inc. | $2.5M | 34 | 2026-06-30 |
| Maia Wealth LLC | $2.5M | 41 | 2026-06-30 |
| Sunbelt Securities, Inc. | $2.4M | 63 | 2026-03-31 |
| Apollon Wealth Management, LLC | $2.2M | 151 | 2026-06-30 |
| Faithward Advisors, LLC | $2.1M | 18 | 2026-06-30 |
| Main Street Financial Solutions, LLC | $2M | 41 | 2026-06-30 |
| Strategic Blueprint, LLC | $2M | 55 | 2026-06-30 |
| Harbour Investments, Inc. | $1.9M | 247 | 2026-06-30 |
| Avior Wealth Management, LLC | $1.8M | 69 | 2026-06-30 |
| Ameritas Advisory Services, LLC | $1.8M | 550 | 2026-06-30 |
| Money Concepts Capital Corp | $1.8M | 389 | 2026-06-30 |
| Integrated Advisors Network LLC | $1.8M | 79 | 2026-06-30 |
| Fwg Investments, Llc. | $1.7M | 9 | 2026-06-30 |
| Mutual Advisors, LLC | $1.7M | 153 | 2026-06-30 |
| Founders Financial Securities LLC | $1.7M | 117 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $1.7M | 481 | 2026-06-30 |
| Harvest Investment Services, LLC | $1.6M | 27 | 2026-06-30 |
| Ae Wealth Management LLC | $1.5M | 471 | 2026-06-30 |
| Royal Bank of Canada | $1.5M | 0 | 2026-06-30 |
| Tanglewood Legacy Advisors, LLC | $1.5M | 5 | 2026-06-30 |
| Truist Financial Corp | $1.5M | 0 | 2026-06-30 |
| Signal Advisors Wealth, LLC | $1.5M | 45 | 2026-06-30 |
| Ignite Planners LLC | $1.4M | 24 | 2026-06-30 |
| Oppenheimer & Co. Inc. | $1.4M | 1,166 | 2026-06-30 |
| Fragasso Financial Advisors Inc | $1.4M | 25 | 2026-06-30 |
| Newedge Advisors | $1.2M | 601 | 2026-06-30 |
| Marshall Financial Group, LLC | $1.1M | 14 | 2026-06-30 |
| Archer Investment Corp | $1.1M | 78 | 2026-06-30 |
| Blue Bell Private Wealth Management, LLC | $1.1M | 11 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $1.1M | 1,026 | 2026-06-30 |
| Fsb Premier Wealth Management, Inc. | $1.1M | 10 | 2026-06-30 |
| Vestgen Advisors, LLC | $1M | 58 | 2026-06-30 |
| United Capital Financial Advisors, LLC | $1M | 166 | 2026-06-30 |
| Vestgen Investment Management | $996.4K | 2 | 2026-06-30 |
| Great Valley Advisor Group, LLC | $961.2K | 205 | 2026-06-30 |
| Kintra Wealth, LLC | $959.2K | 47 | 2026-06-30 |
| Arkadios Wealth Advisors | $950.1K | 226 | 2026-06-30 |
| Foundations Investment Advisors, LLC | $948.8K | 302 | 2026-06-30 |
| Prospera Financial Services, Inc. | $945.8K | 270 | 2026-06-30 |
| Synergy Asset Management, LLC | $929.8K | 10 | 2026-06-30 |
| Rfg Advisory, LLC | $921.6K | 191 | 2026-06-30 |
| Gallagher Fiduciary Advisors, LLC | $848.7K | 126 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $839K | 0 | 2026-06-30 |
| Outlook Wealth Advisors, LLC | $838.7K | 6 | 2026-06-30 |
| Concurrent Investment Advisors, LLC | $837.1K | 349 | 2026-06-30 |
| Kestra Private Wealth Services, LLC | $826.6K | 206 | 2026-06-30 |
| Corecap Advisors, LLC | $812.1K | 118 | 2026-06-30 |
| Savvy Advisors, Inc. | $774.1K | 214 | 2026-06-30 |
| Midwest Financial Network, LLC | $764.8K | 2 | 2026-06-30 |
| Prosperity - An Eisneramper Company | $755.2K | 65 | 2026-06-30 |
| Mariner, LLC | $750.8K | 0 | 2026-06-30 |
| Insigneo Advisory Services, LLC | $705.4K | 225 | 2026-06-30 |
| Chris Bulman Inc | $695.5K | 7 | 2026-06-30 |
| Dhjj Financial Advisors, Ltd. | $693K | 7 | 2026-06-30 |
| Tfb Advisors LLC | $683.9K | 18 | 2026-06-30 |
| Creative Financial Designs Inc /adv | $673.5K | 0 | 2026-06-30 |
| Novem Group | $655.8K | 32 | 2026-06-30 |
| McKinley Carter Wealth Services, Inc. | $614K | 25 | 2026-06-30 |
| Kingswood Wealth Advisors, LLC | $612.1K | 123 | 2026-06-30 |
| Onedigital Investment Advisors LLC | $601.9K | 386 | 2026-06-30 |
| Sanctuary Advisors, LLC | $573.9K | 401 | 2026-06-30 |
| Keating Financial Advisory Services, Inc. | $569.7K | 25 | 2026-06-30 |
| Advisory Services Network | $544K | 253 | 2026-06-30 |
| Lanark Financial, Inc. | $541.5K | 69 | 2026-06-30 |
| Clearstead; Clearstead Advisory Solutions | $526.6K | 64 | 2026-06-30 |
| Grantvest Financial Group LLC | $523.3K | 5 | 2026-06-30 |
| Mission Financial Group, LLC | $518.2K | 6 | 2026-06-30 |
| Fiduciary Financial Advisors | $495.5K | 51 | 2026-06-30 |
| Assuredpartners Investment Advisors | $486.6K | 29 | 2026-06-30 |
| Luken Investment Analytics, LLC | $484.8K | 5 | 2026-06-30 |
| World Equity Group, Inc. | $479.3K | 56 | 2026-06-30 |
| Accel Wealth Management | $473.1K | 10 | 2026-06-30 |
| Grant Street Asset Management, Inc. | $472.8K | 8 | 2026-06-30 |
| Silver Oak Securities, Incorporated | $424.9K | 117 | 2026-06-30 |
| Bison Wealth, LLC | $420.3K | 61 | 2026-06-30 |
| Hbk Sorce Advisory LLC | $401.1K | 73 | 2026-06-30 |
| Toptier Wealth Management, LLC | $393.3K | 2 | 2026-06-30 |
| Kovack Advisors, Inc. | $388.3K | 258 | 2026-06-30 |
| Sowell Financial Services LLC | $360.3K | 108 | 2026-06-30 |
| Aqr Capital Management LLC | $358.1K | 1 | 2026-06-30 |
| Bullseye Investment Management, LLC | $343.8K | 4 | 2025-09-30 |
| Farther Finance Advisors, LLC | $334.9K | 334 | 2026-06-30 |
| Ifp Advisors, Inc | $334.4K | 318 | 2026-06-30 |
| World Investment Advisors | $332.6K | 359 | 2026-06-30 |
| Capital Asset Advisory Services LLC | $326.8K | 69 | 2026-06-30 |
| Seeds Investor LLC | $313.2K | 3 | 2026-06-30 |
| Gateway Wealth Partners, LLC | $280.6K | 101 | 2026-06-30 |
| Jpmorgan Chase & Co | $276.3K | 0 | 2026-06-30 |
| Scotia Capital Inc. | $273.8K | 0 | 2026-06-30 |
| Kraematon Investment Advisors, Inc. | $272.7K | 1 | 2026-06-30 |
| Seia | $269.5K | 141 | 2026-06-30 |
| Envestnet Portfolio Solutions, Inc. | $269.2K | 3 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $261.3K | 480 | 2026-06-30 |
| Stonex Group Inc. | $260.4K | 0 | 2026-06-30 |
| Journey Strategic Wealth LLC | $255.7K | 0 | 2026-03-31 |
| Valtinson Bruner Financial Planning LLC | $250.1K | 7 | 2026-06-30 |
| Soa Wealth Advisors, Llc. | $249.8K | 10 | 2026-06-30 |
| Axxcess Wealth Management, LLC | $248.3K | 38 | 2026-06-30 |
| Catalina Capital Group, LLC | $236.3K | 0 | 2026-03-31 |
| Gerber Kawasaki Wealth & Investment Management | $234.1K | 39 | 2026-06-30 |
| Cornerstone Wealth Group, LLC | $232.8K | 30 | 2026-06-30 |
| Kingsview Wealth Management, LLC | $229.3K | 115 | 2026-06-30 |
| Sacks & Associates, LLC | $223.6K | 2 | 2026-06-30 |
| Buck Wealth Strategies, LLC | $219.4K | 50 | 2026-06-30 |
| Elmwood Wealth Management, Inc. | $217.1K | 4 | 2026-06-30 |
| National Bank of Canada /fi | $176.2K | 0 | 2026-06-30 |
| Triumph Capital Management | $165.3K | 14 | 2026-06-30 |
| Ameritas Investment Partners, Inc. | $131.1K | 7 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $118.4K | 193 | 2026-06-30 |
| Financial Network Wealth Advisors LLC | $103.8K | 7 | 2026-06-30 |
| Global Retirement Partners LLC | $90.9K | 491 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $82.6K | 21 | 2026-06-30 |
| Capital Investment Advisory Services, LLC | $57.5K | 103 | 2026-06-30 |
| Jones Financial Companies LLLP | $54.6K | 0 | 2026-06-30 |
| Morgan Stanley | $45.4K | 23,185 | 2026-06-30 |
| Signature Equity Partners, LLC | $28.9K | 34 | 2026-06-30 |
| Barclays PLC | $22.4K | 0 | 2026-06-30 |
| Ameriflex Group, Inc. | $16.5K | 212 | 2026-06-30 |
| Cape Investment Advisory, Inc. | $15.1K | 35 | 2026-06-30 |
| Ritter Daniher Financial Advisory LLC / de | $13.8K | 0 | 2026-06-30 |
| Janney Montgomery Scott LLC | $13.6K | 1,342 | 2026-06-30 |
| Larson Financial Group LLC | $12.5K | 67 | 2026-06-30 |
| Continuum Advisory, LLC | $12.1K | 40 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $8.2K | 3,940 | 2026-03-31 |
| Benson Wealth Management, Inc. | $1.5K | 2 | 2026-06-30 |
| Centaurus Financial, Inc. | $1.2K | 431 | 2026-06-30 |
| Park Avenue Securities LLC | $1K | 1,908 | 2026-06-30 |
| Hrt Financial LP | $586 | 0 | 2026-06-30 |
| Thoroughbred Financial Services, LLC | $366 | 34 | 2026-06-30 |
| Wood Tarver Financial | $333 | 5 | 2026-06-30 |
| Capital Analysts, LLC | $138 | 608 | 2026-06-30 |
| UBS Group AG | $55 | 0 | 2026-06-30 |
| Cx Institutional | $20 | 80 | 2026-06-30 |