| Ae Wealth Management LLC | $37M | 471 | 2026-06-30 |
| Cetera Investment Advisers | $23.2M | 10,370 | 2026-06-30 |
| Envestnet Pmc | $22.1M | 60 | 2026-06-30 |
| Raymond James Financial Inc | $20.6M | 0 | 2026-06-30 |
| Ausdal Financial Partners, Inc. | $15M | 189 | 2026-06-30 |
| Lpl Financial LLC | $14.7M | 23,458 | 2026-06-30 |
| Osaic Holdings, Inc. | $12.2M | 0 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $8.4M | 2,863 | 2026-06-30 |
| Kestra Advisory Services, LLC | $7.7M | 1,479 | 2026-06-30 |
| Atria Investments, Inc | $7.6M | 6 | 2026-06-30 |
| Peace of Mind Wealth Management | $7.2M | 8 | 2026-06-30 |
| Milestone Asset Management, LLC | $6.4M | 11 | 2026-06-30 |
| Wellment Financial | $5.1M | 11 | 2026-06-30 |
| Creativeone Wealth, LLC | $4.4M | 221 | 2026-06-30 |
| Bam Wealth Management LLC | $4.3M | 8 | 2026-06-30 |
| Archer Investment Corp | $4.1M | 78 | 2026-06-30 |
| Outlook Wealth Advisors, LLC | $3.9M | 6 | 2026-06-30 |
| Hightower Advisors, LLC | $3.4M | 1,046 | 2026-06-30 |
| Toptier Wealth Management, LLC | $2.6M | 2 | 2026-06-30 |
| Lloyd Advisory Services, Llc. | $2.3M | 7 | 2026-06-30 |
| Networth Advisors, LLC | $2.2M | 6 | 2026-06-30 |
| Schulz Wealth, Ltd. | $2.1M | 3 | 2026-06-30 |
| City Holding Co | $2.1M | 0 | 2026-06-30 |
| Integrated Wealth Management | $2M | 7 | 2026-06-30 |
| Tanglewood Legacy Advisors, LLC | $1.9M | 5 | 2026-06-30 |
| Kovack Advisors, Inc. | $1.8M | 258 | 2026-06-30 |
| Per Stirling Capital Management, Llc. | $1.8M | 31 | 2026-06-30 |
| Founders Financial Securities LLC | $1.7M | 117 | 2026-06-30 |
| Brookstone Capital Management | $1.7M | 337 | 2026-06-30 |
| Insigneo Advisory Services, LLC | $1.7M | 225 | 2026-06-30 |
| Mai Capital Management | $1.6M | 308 | 2026-06-30 |
| MML Investors Services, LLC | $1.6M | 5,120 | 2026-06-30 |
| Ballast Rock Private Wealth LLC | $1.5M | 10 | 2026-06-30 |
| Fsa Advisors, Inc. | $1.4M | 0 | 2026-06-30 |
| Harbour Investments, Inc. | $1.4M | 247 | 2026-06-30 |
| Sowell Financial Services LLC | $1.4M | 108 | 2026-06-30 |
| Tounjian Advisory Partners, LLC | $1.4M | 5 | 2026-06-30 |
| Gallagher Fiduciary Advisors, LLC | $1.3M | 126 | 2026-06-30 |
| Chris Bulman Inc | $1.3M | 7 | 2026-06-30 |
| Clear Creek Financial Management, LLC | $1.2M | 44 | 2026-06-30 |
| Vestgen Advisors, LLC | $1.1M | 58 | 2026-06-30 |
| Truist Financial Corp | $1.1M | 0 | 2026-06-30 |
| Savvy Advisors, Inc. | $1.1M | 214 | 2026-06-30 |
| Keystone Wealth Services, LLC | $1.1M | 12 | 2026-06-30 |
| Clearstead; Clearstead Advisory Solutions | $1.1M | 64 | 2026-06-30 |
| Kestra Private Wealth Services, LLC | $1M | 206 | 2026-06-30 |
| Vestgen Investment Management | $994.8K | 2 | 2026-06-30 |
| Mutual Advisors, LLC | $944.9K | 153 | 2026-06-30 |
| Bullseye Investment Management, LLC | $937.3K | 4 | 2025-09-30 |
| Geneos Wealth Management, Inc. | $925.4K | 193 | 2026-06-30 |
| Concurrent Investment Advisors, LLC | $880.6K | 349 | 2026-06-30 |
| Arkadios Wealth Advisors | $874.6K | 226 | 2026-06-30 |
| Ignite Planners LLC | $846.6K | 24 | 2026-06-30 |
| Strategic Blueprint, LLC | $755.7K | 55 | 2026-06-30 |
| Focus Partners Wealth | $755.4K | 1,048 | 2026-06-30 |
| Signal Advisors Wealth, LLC | $749.1K | 45 | 2026-06-30 |
| Blackston Financial Advisory Group, LLC | $743.9K | 6 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $736.2K | 481 | 2026-06-30 |
| Diligent Investors, LLC | $732.3K | 3 | 2026-06-30 |
| Global Retirement Partners LLC | $729.9K | 491 | 2026-06-30 |
| Smart Wealth LLC | $668.4K | 19 | 2026-06-30 |
| Diversify Advisory Services, LLC | $644K | 116 | 2026-06-30 |
| Diversify Wealth Management, LLC | $644K | 78 | 2026-06-30 |
| Dhjj Financial Advisors, Ltd. | $637.5K | 7 | 2026-06-30 |
| Beacon Financial Advisory LLC | $635.7K | 13 | 2026-06-30 |
| Langley Wealth Management, LLC | $610.7K | 4 | 2026-06-30 |
| Kintra Wealth, LLC | $605.7K | 47 | 2026-06-30 |
| Uptick Partners, LLC | $605.1K | 17 | 2026-06-30 |
| Arete Wealth Advisors, LLC | $559.5K | 146 | 2026-06-30 |
| Madrona Financial Services, LLC | $552.6K | 10 | 2026-06-30 |
| Sunbelt Securities, Inc. | $547.1K | 63 | 2026-03-31 |
| Financial Network Wealth Advisors LLC | $529.7K | 7 | 2026-06-30 |
| Northcrest Asset Manangement, LLC | $526.6K | 0 | 2026-06-30 |
| Aifg Consultants Ltd. | $524.5K | 7 | 2025-12-31 |
| Mbl Advisors | $516.5K | 10 | 2026-06-30 |
| Csenge Advisory Group | $494.6K | 75 | 2026-06-30 |
| Brass Tax Wealth Management, Inc | $492.7K | 0 | 2025-09-30 |
| Susquehanna International Group, LLP | $492.6K | 0 | 2026-06-30 |
| Sanctuary Advisors, LLC | $482.2K | 401 | 2026-06-30 |
| Elevation Point Wealth Partners, LLC | $481.3K | 56 | 2026-06-30 |
| Vestmark Advisory Solutions, Inc. | $481.3K | 8 | 2026-06-30 |
| Stonebridge Financial Group, LLC | $471.8K | 25 | 2026-06-30 |
| World Equity Group, Inc. | $468.6K | 56 | 2026-06-30 |
| Kingswood Wealth Advisors, LLC | $444.6K | 123 | 2026-06-30 |
| Citadel Advisors LLC | $435.6K | 0 | 2026-06-30 |
| Jpmorgan Chase & Co | $432.1K | 0 | 2026-06-30 |
| Waverly Advisors, LLC | $407.8K | 231 | 2026-06-30 |
| Investment Advisory Services Group LLC | $398.1K | 9 | 2026-06-30 |
| Corecap Advisors, LLC | $393.4K | 118 | 2026-06-30 |
| Hollencrest Capital Management | $392.5K | 15 | 2026-06-30 |
| Sequent Planning LLC | $356.3K | 100 | 2026-06-30 |
| Foguth Wealth Management, Llc. | $347.4K | 51 | 2026-06-30 |
| Triad Wealth Partners, LLC | $346.4K | 49 | 2026-06-30 |
| Cwm, LLC | $343.5K | 667 | 2026-03-31 |
| First Heartland Consultants, Inc. | $342.6K | 99 | 2026-06-30 |
| Howard Bailey Securities, LLC | $331.1K | 11 | 2026-06-30 |
| Nvest Financial, LLC | $326.9K | 6 | 2026-06-30 |
| Fsb Premier Wealth Management, Inc. | $325.5K | 10 | 2026-06-30 |
| Brown Advisory Inc | $323.7K | 0 | 2026-06-30 |
| Silver Oak Securities, Incorporated | $320.6K | 117 | 2026-06-30 |
| Mgo One Seven LLC | $319.4K | 118 | 2026-06-30 |
| Cambridge Advisors Inc. | $313.3K | 4 | 2026-06-30 |
| Captrust Financial Advisors | $309.9K | 962 | 2026-06-30 |
| Keating Financial Advisory Services, Inc. | $309K | 25 | 2026-06-30 |
| Range Financial Group LLC | $305.1K | 7 | 2026-06-30 |
| Main Street Financial Solutions, LLC | $295.7K | 41 | 2026-06-30 |
| Integrity Financial Corp /wa | $293.9K | 14 | 2026-06-30 |
| Advyzon Investment Management, LLC | $290.7K | 2 | 2026-06-30 |
| Stonex Group Inc. | $281.1K | 0 | 2026-06-30 |
| Lifeworks Advisors, LLC | $280.8K | 42 | 2026-06-30 |
| Mosley Wealth Management | $276.3K | 12 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $271K | 1,026 | 2026-06-30 |
| Comprehensive Financial Consultants Institutional, Inc. | $267.8K | 11 | 2026-06-30 |
| Rfg Advisory, LLC | $265.2K | 191 | 2026-06-30 |
| Foundations Investment Advisors, LLC | $255.4K | 302 | 2026-06-30 |
| Apollon Wealth Management, LLC | $252.8K | 151 | 2026-06-30 |
| Envestnet Portfolio Solutions, Inc. | $252.5K | 3 | 2026-06-30 |
| Ashton Thomas Private Wealth, LLC | $252.2K | 96 | 2026-06-30 |
| Advisory Services Network | $251.4K | 253 | 2026-06-30 |
| Armstrong, Fleming & Moore, Inc | $251.4K | 11 | 2026-06-30 |
| Lvz, Inc. | $246.9K | 16 | 2026-06-30 |
| Rockefeller Capital Management LP | $246.4K | 346 | 2026-06-30 |
| Summit Wealth Group LLC / Co | $240K | 39 | 2026-06-30 |
| Summit Financial, LLC | $234.9K | 229 | 2026-06-30 |
| Quad-Cities Investment Group, LLC | $234.8K | 7 | 2026-06-30 |
| Prosperity - An Eisneramper Company | $230.3K | 65 | 2026-06-30 |
| United Capital Financial Advisors, LLC | $225.7K | 166 | 2026-06-30 |
| Newedge Advisors | $220.6K | 601 | 2026-06-30 |
| Quartz Partners, LLC | $207.8K | 29 | 2026-06-30 |
| Avantra Family Wealth, Inc. | $207.2K | 3 | 2026-06-30 |
| Mariner, LLC | $202.5K | 0 | 2026-06-30 |
| Barclays PLC | $199.6K | 0 | 2026-06-30 |
| Quest 10 Wealth Builders, Inc. | $188K | 3 | 2026-06-30 |
| Elevated Capital Advisors, LLC | $172.6K | 20 | 2026-06-30 |
| Arax Advisory Partners | $129.7K | 232 | 2026-06-30 |
| Farther Finance Advisors, LLC | $117.1K | 334 | 2026-06-30 |
| Anfield Capital Management, LLC | $111.6K | 0 | 2026-03-31 |
| Creative Financial Designs Inc /adv | $95.8K | 0 | 2026-06-30 |
| Capital Investment Advisory Services, LLC | $90.4K | 103 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $86.1K | 21 | 2026-06-30 |
| Kingdom Financial Group Llc. | $82.6K | 15 | 2026-06-30 |
| Blue Bell Private Wealth Management, LLC | $77.5K | 11 | 2026-06-30 |
| Reicon Wealth Advisors, LLC | $63.3K | 5 | 2026-06-30 |
| Key Capital Management, Inc | $55.7K | 11 | 2026-06-30 |
| International Assets Investment Management, LLC | $45.4K | 122 | 2026-06-30 |
| Evolution Wealth Management Inc. | $42.4K | 3 | 2026-06-30 |
| Decker Retirement Planning Inc. | $31.7K | 10 | 2026-06-30 |
| Signature Equity Partners, LLC | $25K | 34 | 2026-06-30 |
| Royal Bank of Canada | $19K | 0 | 2026-06-30 |
| Ifg Advisory, LLC | $16.1K | 110 | 2026-06-30 |
| Montgomery Financial Services LLC | $15.4K | 4 | 2026-06-30 |
| Ifp Advisors, Inc | $15.2K | 318 | 2026-06-30 |
| Steigerwald, Gordon & Koch Inc. | $12.6K | 9 | 2026-06-30 |
| Wells Fargo & Company/mn | $10.2K | 0 | 2026-06-30 |
| Topsail Wealth Management, LLC | $5.4K | 4 | 2026-06-30 |
| Wood Tarver Financial | $5.2K | 5 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $2.6K | 3,940 | 2026-03-31 |
| Pinnacle Wealth Planning Services, Inc. | $1.1K | 20 | 2026-06-30 |
| Janney Montgomery Scott LLC | $630 | 1,342 | 2026-06-30 |
| Capital Analysts, LLC | $588 | 608 | 2026-06-30 |
| Park Avenue Securities LLC | $557 | 1,908 | 2026-06-30 |
| M Holdings Securities, Inc. | $514 | 175 | 2026-06-30 |
| Cx Institutional | $28 | 80 | 2026-06-30 |