| Lpl Financial LLC | $213.5M | 23,458 | 2026-06-30 |
| Raymond James Financial Inc | $70.6M | 0 | 2026-06-30 |
| Cetera Investment Advisers | $56.8M | 10,370 | 2026-06-30 |
| Cwm, LLC | $44.6M | 667 | 2026-03-31 |
| Morgan Stanley | $41M | 23,185 | 2026-06-30 |
| Envestnet Pmc | $40.2M | 60 | 2026-06-30 |
| Tounjian Advisory Partners, LLC | $38.5M | 5 | 2026-06-30 |
| Osaic Holdings, Inc. | $28.8M | 0 | 2026-06-30 |
| Royal Bank of Canada | $20.1M | 0 | 2026-06-30 |
| O'Donnell Financial Services, LLC | $19.2M | 6 | 2026-06-30 |
| Mach-1 Financial Group, LLC | $18.5M | 9 | 2026-06-30 |
| Hobart Private Capital, LLC | $15.8M | 12 | 2026-06-30 |
| Assetmark, Inc | $15.7M | 220 | 2026-06-30 |
| Independent Advisor Alliance, LLC | $15.5M | 302 | 2026-06-30 |
| Park National Corp /oh | $13.9M | 0 | 2026-06-30 |
| D.A. Davidson & Co. | $13M | 689 | 2026-06-30 |
| Wells Fargo & Company/mn | $12.2M | 0 | 2026-06-30 |
| Kpp Advisory Services LLC | $12.2M | 22 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $11.7M | 2,863 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $10.8M | 480 | 2026-06-30 |
| Vestgen Advisors, LLC | $10.1M | 58 | 2026-06-30 |
| Stifel Financial Corp | $9.4M | 0 | 2026-06-30 |
| Newedge Advisors | $9.4M | 601 | 2026-06-30 |
| Kestra Advisory Services, LLC | $8.3M | 1,479 | 2026-06-30 |
| Centennial Wealth Advisory LLC | $7.9M | 10 | 2026-06-30 |
| Benjamin Edwards Inc | $7.4M | 0 | 2026-06-30 |
| Baird Financial Group, Inc. | $7.4M | 0 | 2026-06-30 |
| Ifc & Insurance Marketing, Inc. | $6.7M | 8 | 2026-06-30 |
| Rivertree Advisors, LLC | $6.2M | 2 | 2026-06-30 |
| Ewg Elevate Inc. | $6.2M | 0 | 2025-09-30 |
| Snowden Capital Advisors LLC | $6M | 122 | 2026-06-30 |
| Prospera Financial Services, Inc. | $5.8M | 270 | 2026-06-30 |
| Harbour Investments, Inc. | $5.7M | 247 | 2026-06-30 |
| MML Investors Services, LLC | $5M | 5,120 | 2026-06-30 |
| Pcg Wealth Advisors, LLC | $4.7M | 18 | 2026-06-30 |
| Avior Wealth Management, LLC | $4.6M | 69 | 2026-06-30 |
| Vise Technologies, Inc. | $4.5M | 0 | 2026-06-30 |
| Proactive Wealth Strategies, LLC | $4.2M | 5 | 2026-06-30 |
| Ae Wealth Management LLC | $4M | 471 | 2026-06-30 |
| Ifp Advisors, Inc | $4M | 318 | 2026-06-30 |
| Sanctuary Advisors, LLC | $4M | 401 | 2026-06-30 |
| Private Advisor Group, LLC | $4M | 927 | 2026-06-30 |
| Atria Investments, Inc | $4M | 6 | 2026-06-30 |
| Gateway Wealth Partners, LLC | $3.9M | 101 | 2026-06-30 |
| Bank of New York Mellon Corp | $3.8M | 0 | 2026-06-30 |
| Sigma Planning Corp | $3.3M | 474 | 2026-06-30 |
| Independent Financial Group, LLC | $3.1M | 481 | 2026-06-30 |
| Lvz, Inc. | $3M | 16 | 2026-06-30 |
| Iams Wealth Management, LLC | $3M | 53 | 2026-06-30 |
| Comprehensive Financial Consultants Institutional, Inc. | $2.9M | 11 | 2026-06-30 |
| Moors & Cabot, Inc. | $2.9M | 82 | 2026-06-30 |
| Orion Porfolio Solutions, LLC | $2.4M | 199 | 2026-06-30 |
| Nations Financial Group Inc, /ia/ /adv | $2.3M | 0 | 2026-06-30 |
| Synovus Financial Corp | $2.2M | 0 | 2025-09-30 |
| Belpointe Asset Management LLC | $2.1M | 170 | 2026-06-30 |
| Oneascent Financial Services LLC | $2.1M | 85 | 2026-06-30 |
| Hbw Advisory Services LLC | $1.9M | 68 | 2026-06-30 |
| Truist Financial Corp | $1.9M | 0 | 2026-06-30 |
| Dynamic | $1.9M | 75 | 2026-06-30 |
| Wealth Watch Advisors, Inc | $1.8M | 52 | 2026-06-30 |
| Equitable Holdings, Inc. | $1.8M | 0 | 2026-06-30 |
| Ifg Advisory, LLC | $1.8M | 110 | 2026-06-30 |
| Able Financial Group, LLC | $1.7M | 9 | 2026-06-30 |
| New Edge Wealth | $1.5M | 151 | 2026-06-30 |
| Stratos Wealth Partners, Ltd. | $1.5M | 386 | 2026-06-30 |
| Pinnacle Family Advisors, LLC | $1.5M | 9 | 2026-06-30 |
| Concurrent Investment Advisors, LLC | $1.4M | 349 | 2026-06-30 |
| Kapstone Financial Advisors LLC | $1.4M | 4 | 2026-06-30 |
| Fsb Premier Wealth Management, Inc. | $1.4M | 10 | 2026-06-30 |
| Western Wealth Management, LLC | $1.4M | 112 | 2026-06-30 |
| Atlas Wealth LLC | $1.4M | 5 | 2026-06-30 |
| Maia Wealth LLC | $1.3M | 41 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $1.2M | 481 | 2026-06-30 |
| West Michigan Advisors, LLC | $1.2M | 17 | 2026-06-30 |
| Corecap Advisors, LLC | $1.1M | 118 | 2026-06-30 |
| Citadel Advisors LLC | $1M | 0 | 2026-06-30 |
| Morey & Quinn Wealth Partners, LLC | $1M | 3 | 2026-06-30 |
| Novem Group | $986.7K | 32 | 2026-06-30 |
| Foundations Investment Advisors, LLC | $956.4K | 302 | 2026-06-30 |
| Kingsview Wealth Management, LLC | $934.9K | 115 | 2026-06-30 |
| Ameritas Advisory Services, LLC | $928.5K | 550 | 2026-06-30 |
| Rfg Advisory, LLC | $908.7K | 191 | 2026-06-30 |
| Great Valley Advisor Group, LLC | $903K | 205 | 2026-06-30 |
| International Assets Investment Management, LLC | $881.6K | 122 | 2026-06-30 |
| Calton & Associates, Inc. | $863.3K | 140 | 2026-06-30 |
| Envestnet Portfolio Solutions, Inc. | $858.2K | 3 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $829.9K | 193 | 2026-06-30 |
| &partners | $802.2K | 555 | 2026-06-30 |
| Harvest Investment Services, LLC | $763.4K | 27 | 2026-06-30 |
| Altus Wealth Group LLC | $762.6K | 6 | 2026-06-30 |
| Dhjj Financial Advisors, Ltd. | $750.4K | 7 | 2026-06-30 |
| Susquehanna International Group, LLP | $742.5K | 0 | 2026-06-30 |
| Golden State Wealth Management, LLC | $741.6K | 47 | 2026-06-30 |
| Mgo One Seven LLC | $740.4K | 118 | 2026-06-30 |
| Asset Allocation Strategies LLC | $734.2K | 40 | 2026-06-30 |
| Bluechip Wealth Advisors LLC | $701K | 6 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $644.5K | 1,026 | 2026-06-30 |
| Arkadios Wealth Advisors | $638.5K | 226 | 2026-06-30 |
| Goldman Sachs Group Inc | $586.8K | 0 | 2026-06-30 |
| Magnolia Capital Advisors LLC | $523K | 16 | 2026-06-30 |
| Impact Partnership Wealth, LLC | $514.4K | 92 | 2026-06-30 |
| Pinnacle Financial Partners, Inc. | $506.7K | 0 | 2026-06-30 |
| Stonehaven Wealth & Tax Solutions | $499.2K | 2 | 2026-06-30 |
| Beam Wealth Advisors, Inc. | $483.5K | 25 | 2026-06-30 |
| Ignite Planners LLC | $482K | 24 | 2026-06-30 |
| Kestra Private Wealth Services, LLC | $481.1K | 206 | 2026-06-30 |
| Clg LLC | $465.5K | 23 | 2026-06-30 |
| Lasalle St. Investment Advisors, LLC | $461.2K | 161 | 2026-06-30 |
| Legacy Wealth Managment, Llc/id | $442.4K | 49 | 2026-06-30 |
| Principal Securities, Inc. | $424.9K | 1,463 | 2026-06-30 |
| Oppenheimer & Co. Inc. | $424.6K | 1,166 | 2026-06-30 |
| Summit Financial, LLC | $420.4K | 229 | 2026-06-30 |
| Purus Wealth Management, LLC | $417.8K | 6 | 2026-06-30 |
| Traction Financial Partners, LLC | $406.8K | 7 | 2026-06-30 |
| Merit Financial Group, LLC | $402.6K | 295 | 2026-06-30 |
| Apollon Wealth Management, LLC | $385.3K | 151 | 2026-06-30 |
| Geowealth Management, LLC | $377.9K | 0 | 2026-06-30 |
| Global Retirement Partners LLC | $374.8K | 491 | 2026-06-30 |
| Core Wealth Partners LLC | $367.6K | 5 | 2026-06-30 |
| Silver Oak Securities, Incorporated | $359.5K | 117 | 2026-06-30 |
| J.W. Cole Advisors, Inc. | $346.5K | 499 | 2026-06-30 |
| Smith, Moore & Co. | $336.4K | 45 | 2026-06-30 |
| Integrity Alliance, Llc. | $332.9K | 353 | 2026-06-30 |
| Private Client Services, LLC | $331.8K | 66 | 2026-06-30 |
| Petix & Botte Financial | $319.2K | 3 | 2026-06-30 |
| World Investment Advisors | $318.3K | 359 | 2026-06-30 |
| Rossby Financial, Lcc | $316.3K | 31 | 2026-06-30 |
| Mutual Advisors, LLC | $310.7K | 153 | 2026-06-30 |
| Tucker Asset Management LLC | $310.3K | 60 | 2026-06-30 |
| Pfg Advisors | $303.7K | 83 | 2026-06-30 |
| Stonex Group Inc. | $299.5K | 0 | 2026-06-30 |
| Creative Financial Designs Inc /adv | $295.3K | 0 | 2026-06-30 |
| Ni Acquisitions Company, LLC | $284.9K | 6 | 2026-06-30 |
| Farther Finance Advisors, LLC | $261K | 334 | 2026-06-30 |
| C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors | $254.9K | 103 | 2026-06-30 |
| First Heartland Consultants, Inc. | $237.9K | 99 | 2026-06-30 |
| Ashton Thomas Private Wealth, LLC | $229.6K | 96 | 2026-06-30 |
| Tru Independence LLC | $222.3K | 0 | 2026-06-30 |
| Perigon Wealth Management, LLC | $218.8K | 92 | 2026-06-30 |
| First Trust Advisors LP | $213.5K | 607 | 2026-06-30 |
| Albion Financial Group /ut | $212.2K | 0 | 2026-06-30 |
| Bison Wealth, LLC | $209.4K | 61 | 2026-06-30 |
| Aim Capital | $208.1K | 2 | 2026-06-30 |
| Creative Planning | $203.1K | 1,171 | 2026-06-30 |
| Blackrock, Inc. | $197.1K | 0 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $153.2K | 0 | 2026-06-30 |
| Cullen/frost Bankers, Inc. | $150K | 0 | 2026-06-30 |
| Synergy Investment Management, LLC | $112.8K | 19 | 2026-06-30 |
| Fmr LLC | $107.7K | 0 | 2026-06-30 |
| Coppell Advisory Solutions LLC | $88.2K | 76 | 2026-06-30 |
| Lanark Financial, Inc. | $85.9K | 69 | 2026-06-30 |
| Ameriflex Group, Inc. | $79.4K | 212 | 2026-06-30 |
| Pinnacle Bancorp, Inc. | $77.2K | 0 | 2026-06-30 |
| Reap Financial Group, LLC | $71K | 7 | 2026-06-30 |
| New. Advisory Services, LLC | $56.7K | 15 | 2026-06-30 |
| Peace of Mind Wealth Management | $51.3K | 8 | 2026-06-30 |
| Arax Advisory Partners | $46.8K | 232 | 2026-06-30 |
| My Portfolio Guide, LLC | $45.1K | 3 | 2026-03-31 |
| Capital Investment Advisory Services, LLC | $39K | 103 | 2026-06-30 |
| Smartleaf Asset Management LLC | $38K | 9 | 2026-06-30 |
| Salem Investment Counselors Inc | $37.6K | 13 | 2026-06-30 |
| Private Trust Co NA | $36K | 0 | 2026-06-30 |
| Spire Wealth Management | $35.7K | 3 | 2026-06-30 |
| Org Partners LLC | $35.4K | 0 | 2025-12-31 |
| Signature Equity Partners, LLC | $35.3K | 34 | 2026-06-30 |
| Fifth Third Bancorp | $33.9K | 0 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $30.7K | 3,940 | 2026-03-31 |
| Rothschild Investment LLC | $29.6K | 18 | 2026-06-30 |
| Gps Wealth Strategies Group, LLC | $28.8K | 0 | 2025-12-31 |
| Orion Capital Management LLC | $26.7K | 4 | 2026-06-30 |
| Keating Financial Advisory Services, Inc. | $24.6K | 25 | 2026-06-30 |
| Vsm Wealth Advisory, LLC | $18.6K | 5 | 2026-06-30 |
| Financial Gravity Companies, Inc. | $18.5K | 0 | 2026-06-30 |
| Financial Gravity Asset Management, Inc. | $17K | 1 | 2026-03-31 |
| Medallion Wealth Advisors, LLC | $17K | 6 | 2026-06-30 |
| Buck Wealth Strategies, LLC | $16.2K | 50 | 2026-06-30 |
| Jones Financial Companies LLLP | $15K | 0 | 2026-06-30 |
| CIBC Private Wealth Group LLC | $14.4K | 0 | 2025-12-31 |
| Quest 10 Wealth Builders, Inc. | $13.8K | 3 | 2026-06-30 |
| Silver Grove Financial Group, Inc. | $13.6K | 17 | 2026-06-30 |
| American National Bank & Trust | $13.4K | 0 | 2026-06-30 |
| Lloyd Advisory Services, Llc. | $9.9K | 7 | 2026-06-30 |
| Founders Financial Alliance, LLC | $9.4K | 32 | 2026-06-30 |
| Huntington National Bank | $7.8K | 0 | 2026-06-30 |
| Janney Montgomery Scott LLC | $5.5K | 1,342 | 2026-06-30 |
| Fiduciary Financial Advisors | $5.3K | 51 | 2026-06-30 |
| Wagner Wealth Management, LLC | $5K | 5 | 2026-06-30 |
| Mpwm Advisory Solutions, LLC | $4.3K | 15 | 2026-06-30 |
| Key Capital Management, Inc | $4.3K | 11 | 2026-06-30 |
| Blue Trust, Inc. | $4.1K | 0 | 2026-06-30 |
| Jpmorgan Chase & Co | $3.8K | 0 | 2026-06-30 |
| Strive Financial Group , LLC | $2K | 11 | 2026-06-30 |
| Betterment LLC | $1.9K | 28 | 2026-06-30 |
| Park Avenue Securities LLC | $1.9K | 1,908 | 2026-06-30 |
| Wedbush Securities Inc | $532 | 220 | 2026-06-30 |
| Capital Analysts, LLC | $325 | 608 | 2026-06-30 |
| UBS Group AG | $111 | 0 | 2026-06-30 |
| Avion Wealth | $50 | 12 | 2026-06-30 |
| Hantz Financial Services, Inc. | $21 | 396 | 2026-06-30 |
| New Millennium Group LLC | $8 | 13 | 2025-12-31 |