| Envestnet Pmc | $32.3M | 60 | 2026-06-30 |
| Focus Wealth Advisors, LLC | $27.5M | 1 | 2026-06-30 |
| Cetera Investment Advisers | $24.2M | 10,370 | 2026-06-30 |
| Assetmark, Inc | $16.4M | 220 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $15.1M | 2,863 | 2026-06-30 |
| Rockefeller Capital Management LP | $13.9M | 346 | 2026-06-30 |
| Reap Financial Group, LLC | $13.2M | 7 | 2026-06-30 |
| Lpl Financial LLC | $11.1M | 23,458 | 2026-06-30 |
| Mgo One Seven LLC | $10.8M | 118 | 2026-06-30 |
| Raymond James Financial Inc | $10.2M | 0 | 2026-06-30 |
| Atria Investments, Inc | $10M | 6 | 2026-06-30 |
| Keystone Wealth Services, LLC | $9.3M | 12 | 2026-06-30 |
| Osaic Holdings, Inc. | $9M | 0 | 2026-06-30 |
| Cwm, LLC | $7.9M | 667 | 2026-03-31 |
| Tanglewood Legacy Advisors, LLC | $5.8M | 5 | 2026-06-30 |
| Strategic Blueprint, LLC | $5.8M | 55 | 2026-06-30 |
| Bam Wealth Management LLC | $5.6M | 8 | 2026-06-30 |
| Kestra Advisory Services, LLC | $5.4M | 1,479 | 2026-06-30 |
| Sacks & Associates, LLC | $5.3M | 2 | 2026-06-30 |
| Semus Wealth Partners LLC | $4.7M | 1 | 2026-06-30 |
| Creativeone Wealth, LLC | $4.3M | 221 | 2026-06-30 |
| MML Investors Services, LLC | $4.3M | 5,120 | 2026-06-30 |
| Ignite Planners LLC | $4.2M | 24 | 2026-06-30 |
| Fsb Premier Wealth Management, Inc. | $4M | 10 | 2026-06-30 |
| Main Street Financial Solutions, LLC | $3.5M | 41 | 2026-06-30 |
| Signal Advisors Wealth, LLC | $3.3M | 45 | 2026-06-30 |
| Capital Cs Group, LLC | $3.1M | 4 | 2026-06-30 |
| Stephens Inc /ar | $3M | 243 | 2026-06-30 |
| Integrated Advisors Network LLC | $2.6M | 79 | 2026-06-30 |
| Fwg Investments, Llc. | $2.5M | 9 | 2026-06-30 |
| Wespac Advisors Socal, LLC | $2.3M | 10 | 2026-06-30 |
| Sloy Dahl & Holst, LLC | $2.3M | 6 | 2026-06-30 |
| Founders Financial Securities LLC | $2.1M | 117 | 2026-06-30 |
| Newedge Advisors | $2.1M | 601 | 2026-06-30 |
| Harbour Investments, Inc. | $1.9M | 247 | 2026-06-30 |
| Independent Financial Group, LLC | $1.8M | 481 | 2026-06-30 |
| 1776 Wealth LLC | $1.8M | 2 | 2026-06-30 |
| Susquehanna International Group, LLP | $1.6M | 0 | 2026-06-30 |
| Grantvest Financial Group LLC | $1.6M | 5 | 2026-06-30 |
| Integrity Financial Corp /wa | $1.6M | 14 | 2026-06-30 |
| Captrust Financial Advisors | $1.5M | 962 | 2026-06-30 |
| Principal Securities, Inc. | $1.4M | 1,463 | 2026-06-30 |
| McKinley Carter Wealth Services, Inc. | $1.3M | 25 | 2026-06-30 |
| Concurrent Investment Advisors, LLC | $1.3M | 349 | 2026-06-30 |
| Accel Wealth Management | $1.2M | 10 | 2026-06-30 |
| Truist Financial Corp | $1.1M | 0 | 2026-06-30 |
| Brookstone Capital Management | $1.1M | 337 | 2026-06-30 |
| Gallagher Fiduciary Advisors, LLC | $1.1M | 126 | 2026-06-30 |
| Bleakley Financial Group, LLC | $1M | 124 | 2026-06-30 |
| Clear Creek Financial Management, LLC | $996.7K | 44 | 2026-06-30 |
| Blue Bell Private Wealth Management, LLC | $994.4K | 11 | 2026-06-30 |
| Silver Oak Securities, Incorporated | $968.9K | 117 | 2026-06-30 |
| Focus Financial | $966.9K | 121 | 2026-06-30 |
| Rfg Advisory, LLC | $915.4K | 191 | 2026-06-30 |
| Kintra Wealth, LLC | $899.4K | 47 | 2026-06-30 |
| Dhjj Financial Advisors, Ltd. | $892.9K | 7 | 2026-06-30 |
| Stonebridge Financial Group, LLC | $879.5K | 25 | 2026-06-30 |
| Toptier Wealth Management, LLC | $872.5K | 2 | 2026-06-30 |
| Oakmont Advisory Group, LLC | $867.4K | 3 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $863.1K | 0 | 2026-06-30 |
| Mutual Advisors, LLC | $856.8K | 153 | 2026-06-30 |
| Hbw Advisory Services LLC | $834.7K | 68 | 2026-06-30 |
| Sanctuary Advisors, LLC | $833.3K | 401 | 2026-06-30 |
| Fiduciary Financial Advisors | $811.9K | 51 | 2026-06-30 |
| Transcend Capital Advisors, LLC | $811.5K | 0 | 2026-06-30 |
| Corecap Advisors, LLC | $783.9K | 118 | 2026-06-30 |
| Harvest Investment Services, LLC | $770.4K | 27 | 2026-06-30 |
| Modern Wealth Management, LLC | $765.4K | 161 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $755.8K | 193 | 2026-06-30 |
| Savvy Advisors, Inc. | $749.7K | 214 | 2026-06-30 |
| Kingswood Wealth Advisors, LLC | $739.3K | 123 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $733.9K | 480 | 2026-06-30 |
| Ameritas Advisory Services, LLC | $692.3K | 550 | 2026-06-30 |
| Tfb Advisors LLC | $685.2K | 18 | 2026-06-30 |
| Soa Wealth Advisors, Llc. | $672.4K | 10 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $666.2K | 1,026 | 2026-06-30 |
| Wealthgarden F.S. LLC | $663.5K | 5 | 2026-06-30 |
| Fragasso Financial Advisors Inc | $649.8K | 25 | 2026-06-30 |
| Legacy Wealth Managment, Llc/id | $644.2K | 49 | 2026-06-30 |
| Farther Finance Advisors, LLC | $644.2K | 334 | 2026-06-30 |
| Merit Financial Group, LLC | $642.4K | 295 | 2026-06-30 |
| Sunbelt Securities, Inc. | $635.6K | 63 | 2026-03-31 |
| World Equity Group, Inc. | $619.2K | 56 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $604.9K | 481 | 2026-06-30 |
| First Trust Advisors LP | $570.8K | 607 | 2026-06-30 |
| Keating Financial Advisory Services, Inc. | $569.9K | 25 | 2026-06-30 |
| Integrity Alliance, Llc. | $563K | 353 | 2026-06-30 |
| Citadel Advisors LLC | $550.3K | 0 | 2026-06-30 |
| Aqr Capital Management LLC | $533.9K | 1 | 2026-06-30 |
| Prospera Financial Services, Inc. | $515.5K | 270 | 2026-06-30 |
| Arkadios Wealth Advisors | $475.7K | 226 | 2026-06-30 |
| Hightower Advisors, LLC | $428.1K | 1,046 | 2026-06-30 |
| Mariner, LLC | $425.3K | 0 | 2026-06-30 |
| Legacy Solutions, LLC | $424K | 3 | 2026-06-30 |
| Advisor Resource Council | $417.4K | 86 | 2026-06-30 |
| Beacon Financial Advisory LLC | $396.7K | 13 | 2026-06-30 |
| Texas Capital Bank Private Wealth Advisors | $389.8K | 55 | 2026-06-30 |
| Royal Bank of Canada | $381K | 0 | 2026-06-30 |
| Creative Planning | $366.5K | 1,171 | 2026-06-30 |
| Maridea Wealth Management | $361.6K | 38 | 2026-06-30 |
| Apollon Wealth Management, LLC | $357.7K | 151 | 2026-06-30 |
| Novem Group | $352.6K | 32 | 2026-06-30 |
| Chris Bulman Inc | $349K | 7 | 2026-06-30 |
| Kestra Private Wealth Services, LLC | $347K | 206 | 2026-06-30 |
| Forthright Wealth Management, LLC | $339.2K | 7 | 2026-06-30 |
| Sowell Financial Services LLC | $337.6K | 108 | 2026-06-30 |
| Foguth Wealth Management, Llc. | $329.1K | 51 | 2026-06-30 |
| Envestnet Portfolio Solutions, Inc. | $327.9K | 3 | 2026-06-30 |
| Kovack Advisors, Inc. | $322.8K | 258 | 2026-06-30 |
| Kingsview Wealth Management, LLC | $310.5K | 115 | 2026-06-30 |
| Foundations Investment Advisors, LLC | $310.1K | 302 | 2026-06-30 |
| Lion Street Advisors, LLC | $304.8K | 0 | 2025-09-30 |
| Faithward Advisors, LLC | $303.2K | 18 | 2026-06-30 |
| Advyzon Investment Management, LLC | $285K | 2 | 2026-06-30 |
| Uptick Partners, LLC | $284.9K | 17 | 2026-06-30 |
| Gateway Wealth Partners, LLC | $281.2K | 101 | 2026-06-30 |
| Ifp Advisors, Inc | $274K | 318 | 2026-06-30 |
| Old Mission Capital LLC | $272K | 0 | 2026-06-30 |
| Wolverine Trading, LLC | $267.9K | 0 | 2025-09-30 |
| Compass Financial Management LLC | $256.7K | 46 | 2026-06-30 |
| Onedigital Investment Advisors LLC | $253.6K | 386 | 2026-06-30 |
| Seia | $235K | 141 | 2026-06-30 |
| Prosperity - An Eisneramper Company | $234.6K | 65 | 2026-06-30 |
| Arbor Capital Management Inc /adv | $225.8K | 0 | 2026-06-30 |
| Vestgen Advisors, LLC | $223K | 58 | 2026-06-30 |
| Allen Capital Group, LLC | $220.1K | 22 | 2026-06-30 |
| Stonebridge Financial Planning Group, LLC | $218.6K | 5 | 2026-06-30 |
| Hbk Sorce Advisory LLC | $218.4K | 73 | 2026-06-30 |
| Beacon Pointe Advisors, LLC | $213.7K | 466 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $209.1K | 21 | 2026-06-30 |
| First Heartland Consultants, Inc. | $207.8K | 99 | 2026-06-30 |
| United Capital Financial Advisors, LLC | $204.5K | 166 | 2026-06-30 |
| Insigneo Advisory Services, LLC | $202.2K | 225 | 2026-06-30 |
| Maltin Wealth Management, Inc. | $201.8K | 4 | 2026-06-30 |
| Financial Network Wealth Advisors LLC | $200.2K | 7 | 2026-06-30 |
| Barclays PLC | $199.6K | 0 | 2026-06-30 |
| Monetary Solutions, Ltd | $155.2K | 2 | 2026-06-30 |
| Lanark Financial, Inc. | $140.9K | 69 | 2026-06-30 |
| Jpmorgan Chase & Co | $100.2K | 0 | 2026-06-30 |
| National Bank of Canada /fi | $95.5K | 0 | 2026-06-30 |
| Private Trust Co NA | $91.4K | 0 | 2026-06-30 |
| Ae Wealth Management LLC | $87.6K | 471 | 2026-06-30 |
| Buck Wealth Strategies, LLC | $67.4K | 50 | 2026-06-30 |
| Allworth Financial, LP | $56.4K | 317 | 2026-06-30 |
| Fifth Third Bancorp | $55.8K | 0 | 2026-06-30 |
| Comerica Bank | $54.3K | 0 | 2025-12-31 |
| Ameritas Investment Partners, Inc. | $50.9K | 7 | 2026-06-30 |
| Triumph Capital Management | $28.4K | 14 | 2026-06-30 |
| Murphy & Mullick Capital Management Corp | $16.9K | 2 | 2026-06-30 |
| Cape Investment Advisory, Inc. | $15.2K | 35 | 2026-06-30 |
| Continuum Advisory, LLC | $12.1K | 40 | 2026-06-30 |
| Wells Fargo & Company/mn | $10.8K | 0 | 2026-06-30 |
| Morgan Stanley | $3.5K | 23,185 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $2.3K | 3,940 | 2026-03-31 |
| Centaurus Financial, Inc. | $1.5K | 431 | 2026-06-30 |
| Janney Montgomery Scott LLC | $1.4K | 1,342 | 2026-06-30 |
| Thoroughbred Financial Services, LLC | $932 | 34 | 2026-06-30 |
| Wood Tarver Financial | $635 | 5 | 2026-06-30 |
| Park Avenue Securities LLC | $414 | 1,908 | 2026-06-30 |