| Envestnet Pmc | $33.6M | 60 | 2026-06-30 |
| Cetera Investment Advisers | $23.4M | 10,370 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $17.8M | 2,863 | 2026-06-30 |
| Assetmark, Inc | $16.3M | 220 | 2026-06-30 |
| Atria Investments, Inc | $15M | 6 | 2026-06-30 |
| Lpl Financial LLC | $14.6M | 23,458 | 2026-06-30 |
| Raymond James Financial Inc | $12.1M | 0 | 2026-06-30 |
| Keystone Wealth Services, LLC | $10.6M | 12 | 2026-06-30 |
| Cwm, LLC | $10.5M | 667 | 2026-03-31 |
| Osaic Holdings, Inc. | $9.6M | 0 | 2026-06-30 |
| Legacy Capital Wealth Partners, LLC | $9M | 17 | 2026-06-30 |
| Kestra Advisory Services, LLC | $7.9M | 1,479 | 2026-06-30 |
| Rockefeller Capital Management LP | $7.2M | 346 | 2026-06-30 |
| Mariner, LLC | $7.1M | 0 | 2026-06-30 |
| MML Investors Services, LLC | $5.6M | 5,120 | 2026-06-30 |
| Bam Wealth Management LLC | $5.5M | 8 | 2026-06-30 |
| Creativeone Wealth, LLC | $4.3M | 221 | 2026-06-30 |
| Avantra Family Wealth, Inc. | $4.1M | 3 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $4.1M | 21 | 2026-06-30 |
| Financial Guidance Group, Inc. | $4.1M | 3 | 2026-06-30 |
| Reap Financial Group, LLC | $4M | 7 | 2026-06-30 |
| Valtinson Bruner Financial Planning LLC | $3.9M | 7 | 2026-06-30 |
| Foguth Wealth Management, Llc. | $3.9M | 51 | 2026-06-30 |
| Fragasso Financial Advisors Inc | $3.5M | 25 | 2026-06-30 |
| Harbour Investments, Inc. | $3.2M | 247 | 2026-06-30 |
| Fwg Investments, Llc. | $3M | 9 | 2026-06-30 |
| Arax Advisory Partners | $2.9M | 232 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $2.6M | 481 | 2026-06-30 |
| Captrust Financial Advisors | $2.6M | 962 | 2026-06-30 |
| Quartz Partners, LLC | $2.6M | 29 | 2026-06-30 |
| U.S. Capital Wealth Advisors, LLC | $2.4M | 0 | 2026-03-31 |
| Old Mission Capital LLC | $2.3M | 0 | 2026-06-30 |
| Tanglewood Legacy Advisors, LLC | $2.3M | 5 | 2026-06-30 |
| Foundations Investment Advisors, LLC | $2.3M | 302 | 2026-06-30 |
| Farther Finance Advisors, LLC | $2.1M | 334 | 2026-06-30 |
| Blue Bell Private Wealth Management, LLC | $2M | 11 | 2026-06-30 |
| Kintra Wealth, LLC | $2M | 47 | 2026-06-30 |
| Concurrent Investment Advisors, LLC | $2M | 349 | 2026-06-30 |
| Arkadios Wealth Advisors | $2M | 226 | 2026-06-30 |
| Northeast Planning Associates, Inc. / Nh | $2M | 0 | 2026-06-30 |
| Sowell Financial Services LLC | $1.9M | 108 | 2026-06-30 |
| Mgo One Seven LLC | $1.8M | 118 | 2026-06-30 |
| Integrity Financial Corp /wa | $1.7M | 14 | 2026-06-30 |
| Ameritas Advisory Services, LLC | $1.7M | 550 | 2026-06-30 |
| Faithward Advisors, LLC | $1.7M | 18 | 2026-06-30 |
| Horizon Investments, LLC | $1.6M | 27 | 2026-06-30 |
| Founders Financial Securities LLC | $1.6M | 117 | 2026-06-30 |
| McKinley Carter Wealth Services, Inc. | $1.6M | 25 | 2026-06-30 |
| Strategic Blueprint, LLC | $1.6M | 55 | 2026-06-30 |
| Kestra Private Wealth Services, LLC | $1.5M | 206 | 2026-06-30 |
| Signal Advisors Wealth, LLC | $1.4M | 45 | 2026-06-30 |
| Truist Financial Corp | $1.3M | 0 | 2026-06-30 |
| Prosperity - An Eisneramper Company | $1.2M | 65 | 2026-06-30 |
| Apollon Wealth Management, LLC | $1.2M | 151 | 2026-06-30 |
| Archer Investment Corp | $1.1M | 78 | 2026-06-30 |
| Integrity Alliance, Llc. | $1.1M | 353 | 2026-06-30 |
| Principal Securities, Inc. | $1.1M | 1,463 | 2026-06-30 |
| Newedge Advisors | $1.1M | 601 | 2026-06-30 |
| Brookstone Capital Management | $1M | 337 | 2026-06-30 |
| Gallagher Fiduciary Advisors, LLC | $1M | 126 | 2026-06-30 |
| Royal Bank of Canada | $953K | 0 | 2026-06-30 |
| Dhjj Financial Advisors, Ltd. | $947K | 7 | 2026-06-30 |
| Seia | $929.3K | 141 | 2026-06-30 |
| Rfg Advisory, LLC | $909K | 191 | 2026-06-30 |
| Mutual Advisors, LLC | $902.2K | 153 | 2026-06-30 |
| Modern Wealth Management, LLC | $899.6K | 161 | 2026-06-30 |
| Citizens Financial Group Inc/ri | $892.7K | 0 | 2026-06-30 |
| Stephens Inc /ar | $870.5K | 243 | 2026-06-30 |
| Lion Street Advisors, LLC | $864.3K | 0 | 2025-09-30 |
| Susquehanna International Group, LLP | $797.2K | 0 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $793.6K | 0 | 2026-06-30 |
| Corecap Advisors, LLC | $787.5K | 118 | 2026-06-30 |
| Kovack Advisors, Inc. | $775.6K | 258 | 2026-06-30 |
| Soa Wealth Advisors, Llc. | $759K | 10 | 2026-06-30 |
| Grantvest Financial Group LLC | $752.6K | 5 | 2026-06-30 |
| Wealthgarden F.S. LLC | $747.9K | 5 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $743.6K | 1,026 | 2026-06-30 |
| Swmg, LLC | $734.1K | 8 | 2026-06-30 |
| Csenge Advisory Group | $720.7K | 75 | 2026-06-30 |
| Hightower Advisors, LLC | $686.3K | 1,046 | 2026-06-30 |
| Aqr Capital Management LLC | $686.2K | 1 | 2026-06-30 |
| Fsb Premier Wealth Management, Inc. | $685.5K | 10 | 2026-06-30 |
| Tfb Advisors LLC | $683.4K | 18 | 2026-06-30 |
| Camelot Portfolios, LLC | $672.2K | 3 | 2026-06-30 |
| Plotkin Financial Advisors, LLC | $630K | 1 | 2026-06-30 |
| World Equity Group, Inc. | $597.7K | 56 | 2026-06-30 |
| Keating Financial Advisory Services, Inc. | $558.1K | 25 | 2026-06-30 |
| Ausdal Financial Partners, Inc. | $549.6K | 189 | 2026-06-30 |
| Beck Capital Management, LLC | $523.8K | 10 | 2026-06-30 |
| Sunbelt Securities, Inc. | $516.7K | 63 | 2026-03-31 |
| Ern Financial, LLC | $492.2K | 10 | 2026-06-30 |
| Onedigital Investment Advisors LLC | $476.7K | 386 | 2026-06-30 |
| Legacy Solutions, LLC | $470.3K | 3 | 2026-06-30 |
| Fiduciary Financial Advisors | $454K | 51 | 2026-06-30 |
| Sigma Planning Corp | $443.4K | 474 | 2026-06-30 |
| Transcend Capital Advisors, LLC | $410.1K | 0 | 2026-06-30 |
| Ifp Advisors, Inc | $405K | 318 | 2026-06-30 |
| Uptick Partners, LLC | $404.1K | 17 | 2026-06-30 |
| Jaffetilchin Investment Partners, LLC | $401.2K | 0 | 2026-03-31 |
| Stonex Group Inc. | $395.1K | 0 | 2026-06-30 |
| Avior Wealth Management, LLC | $388.4K | 69 | 2026-06-30 |
| World Investment Advisors | $373.8K | 359 | 2026-06-30 |
| Maltin Wealth Management, Inc. | $373.4K | 4 | 2026-06-30 |
| Adviceone Advisory Services, LLC | $370.1K | 13 | 2026-06-30 |
| Leigh Baldwin & Co., LLC | $363.7K | 18 | 2026-06-30 |
| Hbw Advisory Services LLC | $361.1K | 68 | 2026-06-30 |
| Money Concepts Capital Corp | $358.6K | 389 | 2026-06-30 |
| Main Street Financial Solutions, LLC | $346.8K | 41 | 2026-06-30 |
| Echo Wealth Management, LLC | $340.1K | 1 | 2026-06-30 |
| Glen Eagle Advisors, LLC | $336K | 13 | 2026-06-30 |
| Envestnet Portfolio Solutions, Inc. | $335.2K | 3 | 2026-06-30 |
| The Salvetti Group | $312.5K | 6 | 2026-06-30 |
| Ae Wealth Management LLC | $309.8K | 471 | 2026-06-30 |
| Vestgen Advisors, LLC | $307.1K | 58 | 2026-06-30 |
| Independent Financial Group, LLC | $303.2K | 481 | 2026-06-30 |
| Bison Wealth, LLC | $300.1K | 61 | 2026-06-30 |
| Sanctuary Advisors, LLC | $300.1K | 401 | 2026-06-30 |
| Harvest Investment Services, LLC | $295.9K | 27 | 2026-06-30 |
| Gateway Wealth Partners, LLC | $280.1K | 101 | 2026-06-30 |
| Chris Bulman Inc | $277.4K | 7 | 2026-06-30 |
| Buck Wealth Strategies, LLC | $269.6K | 50 | 2026-06-30 |
| Assuredpartners Investment Advisors | $254.5K | 29 | 2026-06-30 |
| United Advisor Group, LLC | $250.8K | 58 | 2026-06-30 |
| Vestgen Investment Management | $242K | 2 | 2026-06-30 |
| Savvy Advisors, Inc. | $236.6K | 214 | 2026-06-30 |
| Guilbault Capital LLC | $236K | 2 | 2026-06-30 |
| Icon Wealth Advisors, LLC | $235.2K | 18 | 2026-06-30 |
| Allen Capital Group, LLC | $225.6K | 22 | 2026-06-30 |
| Sloy Dahl & Holst, LLC | $217.6K | 6 | 2026-06-30 |
| Quantum Private Wealth, LLC | $215.8K | 1 | 2026-06-30 |
| Mission Financial Group, LLC | $206.9K | 6 | 2026-06-30 |
| Toptier Wealth Management, LLC | $200.7K | 2 | 2026-06-30 |
| Compass Financial Management LLC | $200.4K | 46 | 2026-06-30 |
| Barclays PLC | $200.3K | 0 | 2026-06-30 |
| Clearstead; Clearstead Advisory Solutions | $117.4K | 64 | 2026-06-30 |
| Murphy & Mullick Capital Management Corp | $95.9K | 2 | 2026-06-30 |
| Lanark Financial, Inc. | $95.1K | 69 | 2026-06-30 |
| Anfield Capital Management, LLC | $78.7K | 0 | 2026-03-31 |
| Pinnacle Wealth Planning Services, Inc. | $73.2K | 20 | 2026-06-30 |
| International Assets Investment Management, LLC | $70.4K | 122 | 2026-06-30 |
| Gps Wealth Strategies Group, LLC | $42K | 0 | 2025-12-31 |
| Ameritas Investment Partners, Inc. | $42K | 7 | 2026-06-30 |
| Advisornet Wealth Partners | $41.4K | 58 | 2026-06-30 |
| Financial Network Wealth Advisors LLC | $39.5K | 7 | 2026-06-30 |
| Jpmorgan Chase & Co | $35.8K | 0 | 2026-06-30 |
| Benson Wealth Management, Inc. | $29.3K | 2 | 2026-06-30 |
| Fifth Third Bancorp | $22.8K | 0 | 2026-06-30 |
| Comerica Bank | $21.7K | 0 | 2025-12-31 |
| Oakmont Advisory Group, LLC | $19.7K | 3 | 2026-06-30 |
| Smartleaf Asset Management LLC | $19.4K | 9 | 2026-06-30 |
| Cape Investment Advisory, Inc. | $15.1K | 35 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $12.4K | 480 | 2026-06-30 |
| Continuum Advisory, LLC | $12.1K | 40 | 2026-06-30 |
| Triumph Capital Management | $12K | 14 | 2026-06-30 |
| Creative Financial Designs Inc /adv | $7.7K | 0 | 2026-06-30 |
| Capital Investment Advisory Services, LLC | $6.6K | 103 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $5.4K | 3,940 | 2026-03-31 |
| Morgan Stanley | $4.9K | 23,185 | 2026-06-30 |
| Lm Advisors LLC | $2.6K | 5 | 2026-06-30 |
| Janney Montgomery Scott LLC | $2K | 1,342 | 2026-06-30 |
| Park Square Financial Group LLC | $1.3K | 5 | 2026-06-30 |
| UBS Group AG | $540 | 0 | 2026-06-30 |
| Park Avenue Securities LLC | $481 | 1,908 | 2026-06-30 |
| Capital Analysts, LLC | $258 | 608 | 2026-06-30 |
| Centaurus Financial, Inc. | $240 | 431 | 2026-06-30 |