| Victory Capital Management Inc. | $399.8M | 106 | 2026-06-30 |
| Hightower Advisors, LLC | $121.7M | 1,046 | 2026-06-30 |
| Composition Wealth, LLC | $87.8M | 76 | 2026-06-30 |
| Traphagen Investment Advisors LLC | $78.6M | 16 | 2026-06-30 |
| Bank of America Corp /de | $44.3M | 0 | 2026-06-30 |
| Secure Financial Management | $18.4M | 2 | 2026-06-30 |
| Lpl Financial LLC | $10.9M | 23,458 | 2026-06-30 |
| UBS Group AG | $10.7M | 0 | 2026-06-30 |
| Morgan Stanley | $9.1M | 23,185 | 2026-06-30 |
| Tradition Wealth Management, LLC | $5.1M | 23 | 2026-06-30 |
| Parallel Advisors, LLC | $5.1M | 75 | 2026-06-30 |
| Royal Bank of Canada | $3.9M | 0 | 2026-06-30 |
| Sunbelt Securities, Inc. | $3.6M | 63 | 2026-03-31 |
| Annex Advisory Services, LLC | $3M | 98 | 2026-06-30 |
| Regions Financial Corp | $2.8M | 0 | 2026-06-30 |
| Wealth Management Partners, LLC | $2.8M | 9 | 2026-06-30 |
| Krilogy | $2.7M | 64 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $2.5M | 0 | 2026-06-30 |
| Triumph Capital Management | $2.3M | 14 | 2026-06-30 |
| Purus Wealth Management, LLC | $2M | 6 | 2026-06-30 |
| Raymond James Financial Inc | $1.8M | 0 | 2026-06-30 |
| Stifel Financial Corp | $1.5M | 0 | 2026-06-30 |
| Wbi Investments, LLC | $1.3M | 3 | 2026-06-30 |
| Cap Partners, LLC | $1.2M | 7 | 2026-06-30 |
| Cetera Investment Advisers | $949.5K | 10,370 | 2026-06-30 |
| Millington Securities, LLC | $886.8K | 0 | 2026-03-31 |
| Susquehanna International Group, LLP | $789.5K | 0 | 2026-06-30 |
| M.E. Allison & Co., Inc. | $757K | 11 | 2026-06-30 |
| Visionary Wealth Advisors | $710K | 46 | 2026-06-30 |
| Comprehensive Financial Planning, Inc./pa | $675.1K | 0 | 2026-06-30 |
| Elm3 Financial Group, LLC | $628.3K | 3 | 2026-06-30 |
| MML Investors Services, LLC | $624.2K | 5,120 | 2026-06-30 |
| Bluechip Wealth Advisors LLC | $458.5K | 6 | 2026-06-30 |
| Envestnet Pmc | $354.4K | 60 | 2026-06-30 |
| Kestra Private Wealth Services, LLC | $333.1K | 206 | 2026-06-30 |
| Money Concepts Capital Corp | $323.7K | 389 | 2026-06-30 |
| Protective Life Corp | $318.2K | 0 | 2026-06-30 |
| Goldman Sachs Group Inc | $304.3K | 0 | 2026-06-30 |
| Arkadios Wealth Advisors | $297.6K | 226 | 2026-06-30 |
| Aqr Capital Management LLC | $284.8K | 1 | 2026-06-30 |
| Private Advisor Group, LLC | $280.8K | 927 | 2026-06-30 |
| Creative Planning | $257.1K | 1,171 | 2026-06-30 |
| Indivisible Partners | $249.1K | 34 | 2026-06-30 |
| Pine Valley Investments Ltd Liability Co | $227.6K | 33 | 2026-06-30 |
| Rockefeller Capital Management LP | $219.6K | 346 | 2026-06-30 |
| Assetmark, Inc | $62.3K | 220 | 2026-06-30 |
| Ifp Advisors, Inc | $47.1K | 318 | 2026-06-30 |
| Jones Financial Companies LLLP | $44.2K | 0 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $41.1K | 193 | 2026-06-30 |
| Osaic Holdings, Inc. | $36.9K | 0 | 2026-06-30 |
| Vision Retirement, LLC | $36.4K | 7 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $27.4K | 480 | 2026-06-30 |
| Fmr LLC | $2.3K | 0 | 2026-06-30 |
| Ameritas Advisory Services, LLC | $1.4K | 550 | 2026-06-30 |