| Oxford Financial Group, Ltd. LLC | $156.4M | 50 | 2026-06-30 |
| Mesirow Financial Investment Management, Inc. | $86.1M | 92 | 2026-06-30 |
| Verum Partners LLC | $31.3M | 16 | 2026-06-30 |
| Bank of New York Mellon Corp | $27.2M | 0 | 2026-06-30 |
| Lpl Financial LLC | $21.1M | 23,458 | 2026-06-30 |
| Navpoint Financial, Inc. | $20.2M | 3 | 2026-06-30 |
| Goldstone Financial Group, LLC | $19.8M | 17 | 2026-06-30 |
| Raymond James Financial Inc | $13.2M | 0 | 2026-06-30 |
| Eclectic Associates Inc /adv | $12.6M | 11 | 2026-06-30 |
| Allegheny Financial Group | $11.7M | 31 | 2026-06-30 |
| New England Private Wealth Advisors LLC | $11.6M | 12 | 2026-06-30 |
| Wells Fargo & Company/mn | $7.2M | 0 | 2026-06-30 |
| First Pacific Advisors, LP | $5.8M | 0 | 2026-06-30 |
| Argent Trust Co | $4.5M | 0 | 2026-06-30 |
| Demming Financial Services Corp /adv | $4.2M | 0 | 2026-06-30 |
| Private Advisor Group, LLC | $3.4M | 927 | 2026-06-30 |
| Onyx Bridge Wealth Group LLC | $2.9M | 22 | 2026-06-30 |
| Stratos Wealth Partners, Ltd. | $2.4M | 386 | 2026-06-30 |
| Fig Financial Advisory Services Inc /adv | $2.1M | 3 | 2026-06-30 |
| &partners | $2.1M | 555 | 2026-06-30 |
| Shp Wealth Management | $2.1M | 32 | 2026-06-30 |
| Compass Ion Advisors, LLC | $2M | 17 | 2026-06-30 |
| Tanglewood Wealth Management, Inc. | $1.6M | 9 | 2026-06-30 |
| Good Harbor Advisors, Inc. | $1.4M | 4 | 2026-06-30 |
| Certior Financial Group, LLC | $939.9K | 8 | 2026-06-30 |
| Mills Wealth Advisors, LLC | $846.4K | 7 | 2026-06-30 |
| Equitable Holdings, Inc. | $611K | 0 | 2026-06-30 |
| Davenport & Co LLC | $561K | 339 | 2026-06-30 |
| Dkm Wealth Management, Inc. | $433.3K | 3 | 2026-06-30 |
| Lakeside Advisors, Inc. | $425.5K | 3 | 2026-06-30 |
| US Bancorp | $417.5K | 0 | 2026-06-30 |
| Guardian Asset Advisors, LLC | $414.5K | 9 | 2026-06-30 |
| Cresset Asset Management, LLC | $396.8K | 212 | 2026-06-30 |
| Joel Isaacson & Co., LLC | $315.3K | 15 | 2026-06-30 |
| Hightower Advisors, LLC | $304.9K | 1,046 | 2026-06-30 |
| Retirement Planning Group, LLC | $291.2K | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $287.3K | 0 | 2026-06-30 |
| Stifel Financial Corp | $285.7K | 0 | 2026-06-30 |
| McDonald Partners LLC | $260.9K | 24 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $241.9K | 2,863 | 2026-06-30 |
| Fifth Third Bancorp | $112K | 0 | 2026-06-30 |
| Comerica Bank | $103.5K | 0 | 2025-12-31 |
| Mowery & Schoenfeld Wealth Management, LLC | $80.4K | 7 | 2026-06-30 |
| Private Trust Co NA | $80.3K | 0 | 2026-06-30 |
| Harbor Investment Advisory, LLC | $24.7K | 31 | 2026-06-30 |
| Royal Bank of Canada | $8K | 0 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $1.9K | 3,940 | 2026-03-31 |
| Spire Wealth Management | $1.8K | 3 | 2026-06-30 |
| Flow Traders U.S. LLC | $975 | 0 | 2026-06-30 |
| Janney Montgomery Scott LLC | $319 | 1,342 | 2026-06-30 |
| Hazlett, Burt & Watson, Inc. | $49 | 20 | 2026-06-30 |