| Raymond James Financial Inc | $29.9M | 0 | 2026-06-30 |
| Cetera Investment Advisers | $20.3M | 10,370 | 2026-06-30 |
| Envestnet Pmc | $19.5M | 60 | 2026-06-30 |
| Osaic Holdings, Inc. | $17.7M | 0 | 2026-06-30 |
| Atria Investments, Inc | $17.5M | 6 | 2026-06-30 |
| Lpl Financial LLC | $15.5M | 23,458 | 2026-06-30 |
| Mariner, LLC | $10.8M | 0 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $9.8M | 2,863 | 2026-06-30 |
| First International Bank of Israel Ltd. | $8.2M | 0 | 2026-06-30 |
| Kestra Advisory Services, LLC | $6.1M | 1,479 | 2026-06-30 |
| Focus Partners Wealth | $5.8M | 1,048 | 2026-06-30 |
| Avantra Family Wealth, Inc. | $4.5M | 3 | 2026-06-30 |
| Mai Capital Management | $4.3M | 308 | 2026-06-30 |
| Bam Wealth Management LLC | $4.3M | 8 | 2026-06-30 |
| Sunbelt Securities, Inc. | $3.6M | 63 | 2026-03-31 |
| Creativeone Wealth, LLC | $3.6M | 221 | 2026-06-30 |
| Vestgen Advisors, LLC | $3.5M | 58 | 2026-06-30 |
| Archer Investment Corp | $2.9M | 78 | 2026-06-30 |
| Schulz Wealth, Ltd. | $2.3M | 3 | 2026-06-30 |
| Founders Financial Securities LLC | $1.9M | 117 | 2026-06-30 |
| Foundations Investment Advisors, LLC | $1.9M | 302 | 2026-06-30 |
| Arkadios Wealth Advisors | $1.8M | 226 | 2026-06-30 |
| Tanglewood Legacy Advisors, LLC | $1.8M | 5 | 2026-06-30 |
| Captrust Financial Advisors | $1.6M | 962 | 2026-06-30 |
| Truist Financial Corp | $1.5M | 0 | 2026-06-30 |
| Keystone Wealth Services, LLC | $1.5M | 12 | 2026-06-30 |
| Gallagher Fiduciary Advisors, LLC | $1.5M | 126 | 2026-06-30 |
| Great Valley Advisor Group, LLC | $1.4M | 205 | 2026-06-30 |
| Diligent Investors, LLC | $1.4M | 3 | 2026-06-30 |
| Range Financial Group LLC | $1.4M | 7 | 2026-06-30 |
| Americana Partners, LLC | $1.3M | 53 | 2026-06-30 |
| City Holding Co | $1.3M | 0 | 2026-06-30 |
| Hightower Advisors, LLC | $1.3M | 1,046 | 2026-06-30 |
| Triad Wealth Partners, LLC | $1.3M | 49 | 2026-06-30 |
| Advisornet Wealth Partners | $1.2M | 58 | 2026-06-30 |
| Nvest Financial, LLC | $1.1M | 6 | 2026-06-30 |
| Northcrest Asset Manangement, LLC | $1.1M | 0 | 2026-06-30 |
| Newedge Advisors | $1M | 601 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $1M | 480 | 2026-06-30 |
| Ausdal Financial Partners, Inc. | $955.5K | 189 | 2026-06-30 |
| MML Investors Services, LLC | $951.9K | 5,120 | 2026-06-30 |
| Icon Wealth Advisors, LLC | $903.5K | 18 | 2026-06-30 |
| Global Retirement Partners LLC | $897.9K | 491 | 2026-06-30 |
| Ignite Planners LLC | $871.4K | 24 | 2026-06-30 |
| Langley Wealth Management, LLC | $870.7K | 4 | 2026-06-30 |
| Mutual Advisors, LLC | $830K | 153 | 2026-06-30 |
| Kintra Wealth, LLC | $788.6K | 47 | 2026-06-30 |
| Strategic Blueprint, LLC | $750.4K | 55 | 2026-06-30 |
| Signal Advisors Wealth, LLC | $742.7K | 45 | 2026-06-30 |
| Novapoint Capital LLC | $734.1K | 4 | 2026-06-30 |
| Brookstone Capital Management | $723.7K | 337 | 2026-06-30 |
| Farther Finance Advisors, LLC | $722.7K | 334 | 2026-06-30 |
| Nations Financial Group Inc, /ia/ /adv | $698K | 0 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $686.5K | 481 | 2026-06-30 |
| Madrona Financial Services, LLC | $661K | 10 | 2026-06-30 |
| Harbour Investments, Inc. | $634.9K | 247 | 2026-06-30 |
| Arax Advisory Partners | $630.9K | 232 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $615.9K | 1,026 | 2026-06-30 |
| Harvest Investment Services, LLC | $591.1K | 27 | 2026-06-30 |
| Santori & Peters, Inc. | $579.5K | 4 | 2026-06-30 |
| Sequent Planning LLC | $560K | 100 | 2026-06-30 |
| Aifg Consultants Ltd. | $542.5K | 7 | 2025-12-31 |
| Uptick Partners, LLC | $513K | 17 | 2026-06-30 |
| Reap Financial Group, LLC | $512K | 7 | 2026-06-30 |
| Pks Advisory Services, LLC | $483.4K | 46 | 2026-06-30 |
| Integrity Financial Corp /wa | $477.1K | 14 | 2026-06-30 |
| Independent Financial Group, LLC | $472K | 481 | 2026-06-30 |
| World Equity Group, Inc. | $464.7K | 56 | 2026-06-30 |
| Robertson Stephens Wealth Management, LLC | $448.1K | 72 | 2026-06-30 |
| Bfi Wealth Solutions, LLC | $441.1K | 1 | 2026-06-30 |
| Concurrent Investment Advisors, LLC | $432.5K | 349 | 2026-06-30 |
| Citadel Advisors LLC | $402.9K | 0 | 2026-06-30 |
| Ameritas Advisory Services, LLC | $396.5K | 550 | 2026-06-30 |
| Norden Group LLC | $394.8K | 22 | 2026-06-30 |
| Corecap Advisors, LLC | $393.9K | 118 | 2026-06-30 |
| United Capital Financial Advisors, LLC | $379.8K | 166 | 2026-06-30 |
| Stonex Group Inc. | $327.1K | 0 | 2026-06-30 |
| Prosperity Financial Group, Inc. | $326.8K | 0 | 2026-06-30 |
| Gries Financial LLC | $323.9K | 0 | 2025-09-30 |
| Mgo One Seven LLC | $322.9K | 118 | 2026-06-30 |
| Quad-Cities Investment Group, LLC | $322.3K | 7 | 2026-06-30 |
| Catalina Capital Group, LLC | $319.7K | 0 | 2026-03-31 |
| Summit Financial Wealth Advisors, LLC | $317.7K | 17 | 2026-06-30 |
| Stephens Inc /ar | $315.7K | 243 | 2026-06-30 |
| Blue Bell Private Wealth Management, LLC | $315.5K | 11 | 2026-06-30 |
| Ae Wealth Management LLC | $315K | 471 | 2026-06-30 |
| 1776 Wealth LLC | $311.4K | 2 | 2026-06-30 |
| Ifp Advisors, Inc | $301.3K | 318 | 2026-06-30 |
| Crusonia Wealth Advisors LLC | $299.7K | 17 | 2026-06-30 |
| First Heartland Consultants, Inc. | $282.9K | 99 | 2026-06-30 |
| Stratos Wealth Advisors, LLC | $282.9K | 71 | 2026-06-30 |
| Parallel Advisors, LLC | $278K | 75 | 2026-06-30 |
| Fsb Premier Wealth Management, Inc. | $275.8K | 10 | 2026-06-30 |
| US Bancorp | $272.3K | 0 | 2026-06-30 |
| Dhjj Financial Advisors, Ltd. | $269.7K | 7 | 2026-06-30 |
| Envestnet Portfolio Solutions, Inc. | $251.4K | 3 | 2026-06-30 |
| Sanctuary Advisors, LLC | $249.1K | 401 | 2026-06-30 |
| Brass Tax Wealth Management, Inc | $238.5K | 0 | 2025-09-30 |
| Keating Financial Advisory Services, Inc. | $238K | 25 | 2026-06-30 |
| Waverly Advisors, LLC | $236.7K | 231 | 2026-06-30 |
| Cornell Pochily Investment Advisors, Inc. | $235.6K | 5 | 2026-06-30 |
| Principal Securities, Inc. | $228.6K | 1,463 | 2026-06-30 |
| Kestra Private Wealth Services, LLC | $219.7K | 206 | 2026-06-30 |
| Castle Rock Wealth Management, LLC | $211.5K | 7 | 2026-06-30 |
| Commonwealth Financial Services, LLC | $209.8K | 15 | 2026-06-30 |
| Chris Bulman Inc | $209.7K | 7 | 2026-06-30 |
| Vestgen Investment Management | $208.8K | 2 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $201.8K | 193 | 2026-06-30 |
| Barclays PLC | $200.6K | 0 | 2026-06-30 |
| Lanark Financial, Inc. | $192.9K | 69 | 2026-06-30 |
| Gps Wealth Strategies Group, LLC | $183.6K | 0 | 2025-12-31 |
| Tounjian Advisory Partners, LLC | $180.1K | 5 | 2026-06-30 |
| Goalvest Advisory LLC | $169.5K | 6 | 2026-06-30 |
| Fiduciary Financial Advisors | $138.2K | 51 | 2026-06-30 |
| Jpmorgan Chase & Co | $125.9K | 0 | 2026-06-30 |
| Benson Wealth Management, Inc. | $86.5K | 2 | 2026-06-30 |
| Kilter Group LLC | $81.8K | 8 | 2026-06-30 |
| Jones Financial Companies LLLP | $77.5K | 0 | 2026-06-30 |
| Elevated Capital Advisors, LLC | $47K | 20 | 2026-06-30 |
| Financial Network Wealth Advisors LLC | $45.8K | 7 | 2026-06-30 |
| Rexford Capital Inc | $41.4K | 2 | 2026-06-30 |
| Rockefeller Capital Management LP | $27.8K | 346 | 2026-06-30 |
| Smartleaf Asset Management LLC | $25.9K | 9 | 2026-06-30 |
| Lloyd Advisory Services, Llc. | $25K | 7 | 2026-06-30 |
| Cwm, LLC | $19.9K | 667 | 2026-03-31 |
| Img Wealth Management, Inc. | $17K | 7 | 2026-06-30 |
| Reicon Wealth Advisors, LLC | $12.4K | 5 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $8.2K | 21 | 2026-06-30 |
| Capital Investment Advisory Services, LLC | $7.6K | 103 | 2026-06-30 |
| Assetmark, Inc | $7.3K | 220 | 2026-06-30 |
| Wells Fargo & Company/mn | $2.6K | 0 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $2K | 3,940 | 2026-03-31 |
| Evolution Wealth Management Inc. | $1.5K | 3 | 2026-06-30 |
| Lm Advisors LLC | $1.3K | 5 | 2026-06-30 |
| Park Avenue Securities LLC | $713 | 1,908 | 2026-06-30 |
| Janney Montgomery Scott LLC | $553 | 1,342 | 2026-06-30 |
| Wood Tarver Financial | $533 | 5 | 2026-06-30 |
| Ifg Advisory, LLC | $412 | 110 | 2026-06-30 |
| Centaurus Financial, Inc. | $221 | 431 | 2026-06-30 |
| Compass Financial Management LLC | $210 | 46 | 2026-06-30 |
| Capital Analysts, LLC | $28 | 608 | 2026-06-30 |