| Envestnet Pmc | $135.2M | 60 | 2026-06-30 |
| United Capital Financial Advisors, LLC | $39.7M | 166 | 2026-06-30 |
| Elevation Point Wealth Partners, LLC | $26M | 56 | 2026-06-30 |
| Vestmark Advisory Solutions, Inc. | $26M | 8 | 2026-06-30 |
| One Capital Management, LLC | $17.9M | 64 | 2026-06-30 |
| Principal Securities, Inc. | $15.6M | 1,463 | 2026-06-30 |
| Goldman Sachs Group Inc | $12M | 0 | 2026-06-30 |
| Envestnet Portfolio Solutions, Inc. | $10.7M | 3 | 2026-06-30 |
| Summit Financial, LLC | $7.8M | 229 | 2026-06-30 |
| Cetera Investment Advisers | $7.7M | 10,370 | 2026-06-30 |
| Citadel Advisors LLC | $1.9M | 0 | 2026-06-30 |
| B. Riley Wealth Advisors, Inc. | $853.1K | 170 | 2026-06-30 |
| Portfolio Resources Advisor Group, Inc. | $806.6K | 11 | 2026-06-30 |
| Atria Investments, Inc | $699.7K | 6 | 2026-06-30 |
| Susquehanna International Group, LLP | $611K | 0 | 2026-06-30 |
| MML Investors Services, LLC | $322.9K | 5,120 | 2026-06-30 |
| Jane Street Group, LLC | $307.2K | 0 | 2026-06-30 |
| Wells Fargo & Company/mn | $19.7K | 0 | 2026-06-30 |
| Spectrum Wealth Advisory Group, LLC | $9.9K | 3 | 2026-06-30 |
| Russell Investments Group, Ltd. | $5.7K | 0 | 2026-06-30 |
| Hrt Financial LP | $484 | 0 | 2026-06-30 |