| American Century Companies Inc | $101.8M | 0 | 2026-06-30 |
| Envestnet Pmc | $52.3M | 60 | 2026-06-30 |
| Creative Planning | $42.6M | 1,171 | 2026-06-30 |
| Koenig Investment Advisory, LLC | $18.7M | 3 | 2026-06-30 |
| Midwestern Financial, LLC /ia | $10.4M | 3 | 2026-06-30 |
| Wells Fargo & Company/mn | $9.9M | 0 | 2026-06-30 |
| Networth Advisors, LLC | $8.8M | 6 | 2026-06-30 |
| Bedel Financial Consulting, Inc. | $7.7M | 19 | 2026-06-30 |
| Ae Wealth Management LLC | $6.3M | 471 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $5.5M | 2,863 | 2026-06-30 |
| MML Investors Services, LLC | $4.6M | 5,120 | 2026-06-30 |
| Citadel Advisors LLC | $4.2M | 0 | 2026-06-30 |
| Creative Financial Designs Inc /adv | $4.1M | 0 | 2026-06-30 |
| Sunpointe Investments | $4M | 11 | 2026-06-30 |
| Goldman Sachs Group Inc | $3.8M | 0 | 2026-06-30 |
| Bank of America Corp /de | $3.4M | 0 | 2026-06-30 |
| Skyoak Wealth, LLC | $3.4M | 5 | 2026-06-30 |
| Newedge Advisors | $2.9M | 601 | 2026-06-30 |
| Pine Valley Investments Ltd Liability Co | $2.6M | 33 | 2026-06-30 |
| UBS Group AG | $2.6M | 0 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $1.8M | 0 | 2026-06-30 |
| Blue Ocean Capital | $1.6M | 5 | 2026-06-30 |
| Allen Capital Group, LLC | $1.4M | 22 | 2026-06-30 |
| Lpl Financial LLC | $900.8K | 23,458 | 2026-06-30 |
| Dominguez Wealth Management Solutions, Inc. | $673.4K | 2 | 2026-06-30 |
| Davenport & Co LLC | $667.1K | 339 | 2026-06-30 |
| Orrstown Financial Services Inc | $603.7K | 0 | 2026-06-30 |
| Ep Wealth Advisors, LLC | $577.2K | 338 | 2026-06-30 |
| J.W. Cole Advisors, Inc. | $565K | 499 | 2026-06-30 |
| Fsa Advisors, Inc. | $429.1K | 0 | 2026-06-30 |
| Cetera Investment Advisers | $368.4K | 10,370 | 2026-06-30 |
| Peak Planning Group, LLC | $365.3K | 8 | 2026-06-30 |
| Legacy Wealth Partners, LLC | $324.3K | 9 | 2026-06-30 |
| Signaturefd, LLC | $320.2K | 49 | 2026-06-30 |
| Signature Wealth Management Group | $264.2K | 0 | 2026-03-31 |
| Lloyd Advisory Services, Llc. | $263.8K | 7 | 2026-06-30 |
| Raymond James Financial Inc | $251.6K | 0 | 2026-06-30 |
| Investment Advisory Group LLC | $235.8K | 5 | 2026-06-30 |
| Financial Advocates Investment Management | $216K | 0 | 2025-09-30 |
| Onedigital Investment Advisors LLC | $212.7K | 386 | 2026-06-30 |
| Osaic Holdings, Inc. | $193.1K | 0 | 2026-06-30 |
| Strongbox Wealth, LLC | $170.2K | 4 | 2026-06-30 |
| Central Trust Co | $143.8K | 0 | 2026-06-30 |
| Fas Wealth Partners, Inc. | $106.9K | 23 | 2026-06-30 |
| Fmr LLC | $104.7K | 0 | 2026-06-30 |
| Morgan Stanley | $99.5K | 23,185 | 2026-06-30 |
| Kingdom Financial Group Llc. | $40.3K | 15 | 2026-06-30 |
| Farther Finance Advisors, LLC | $38.5K | 334 | 2026-06-30 |
| Quest 10 Wealth Builders, Inc. | $6K | 3 | 2026-06-30 |
| Vanguard Advisers Inc | $1.5K | 2,469 | 2026-06-30 |