| Envestnet Pmc | $431.9M | 60 | 2026-06-30 |
| United Capital Financial Advisors, LLC | $96.3M | 166 | 2026-06-30 |
| Principal Securities, Inc. | $55.8M | 1,463 | 2026-06-30 |
| Envestnet Portfolio Solutions, Inc. | $37.4M | 3 | 2026-06-30 |
| Cetera Investment Advisers | $25.9M | 10,370 | 2026-06-30 |
| Summit Financial, LLC | $20.1M | 229 | 2026-06-30 |
| Mgo One Seven LLC | $8.5M | 118 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $8.1M | 1,026 | 2026-06-30 |
| B. Riley Wealth Advisors, Inc. | $3.2M | 170 | 2026-06-30 |
| Elevation Point Wealth Partners, LLC | $2.5M | 56 | 2026-06-30 |
| Vestmark Advisory Solutions, Inc. | $2.4M | 8 | 2026-06-30 |
| Portfolio Resources Advisor Group, Inc. | $2.2M | 11 | 2026-06-30 |
| Atria Investments, Inc | $1.9M | 6 | 2026-06-30 |
| Citadel Advisors LLC | $1.3M | 0 | 2026-06-30 |
| MML Investors Services, LLC | $903K | 5,120 | 2026-06-30 |
| Lakeridge Wealth Management LLC | $821.3K | 12 | 2026-06-30 |
| Susquehanna International Group, LLP | $624.7K | 0 | 2026-06-30 |
| Capital Asset Managemnet, LLC | $539.6K | 0 | 2026-06-30 |
| Jane Street Group, LLC | $519.8K | 0 | 2026-06-30 |
| World Investment Advisors | $394.2K | 359 | 2026-06-30 |
| Goldman Sachs Group Inc | $382.6K | 0 | 2026-06-30 |
| Mariner, LLC | $326.8K | 0 | 2026-06-30 |
| Kestra Advisory Services, LLC | $284.6K | 1,479 | 2026-06-30 |
| Wells Fargo & Company/mn | $62.3K | 0 | 2026-06-30 |
| UBS Group AG | $44.8K | 0 | 2026-06-30 |
| Spectrum Wealth Advisory Group, LLC | $32.9K | 3 | 2026-06-30 |
| Russell Investments Group, Ltd. | $15.9K | 0 | 2026-06-30 |
| Crews Bank & Trust | $657 | 0 | 2026-06-30 |
| Park Avenue Securities LLC | $201 | 1,908 | 2026-06-30 |