| Seia | $99.6M | 141 | 2026-06-30 |
| Pinnacle Associates, Ltd. | $28.4M | 33 | 2026-06-30 |
| Hightower Advisors, LLC | $27.4M | 1,046 | 2026-06-30 |
| Fidelity D & D Bancorp Inc | $16.9M | 0 | 2026-06-30 |
| Maltin Wealth Management, Inc. | $10.2M | 4 | 2026-06-30 |
| Envestnet Pmc | $8.9M | 60 | 2026-06-30 |
| Beaumont Financial Advisors, LLC | $7.5M | 16 | 2026-06-30 |
| Grantham Mayo van Otterloo & Co LLC | $4.1M | 0 | 2026-06-30 |
| Jane Street Group, LLC | $4M | 0 | 2026-06-30 |
| New England Private Wealth Advisors LLC | $4M | 12 | 2026-06-30 |
| American Money Management, LLC | $2.9M | 11 | 2026-06-30 |
| Capital Investment Advisors, LLC | $2.1M | 59 | 2026-06-30 |
| J.W. Cole Advisors, Inc. | $1.8M | 499 | 2026-06-30 |
| Pathway Financial Advisors LLC | $1.8M | 6 | 2026-06-30 |
| Citadel Advisors LLC | $1.5M | 0 | 2026-06-30 |
| Essential Partners LLC | $1.5M | 2 | 2026-06-30 |
| CIBC Bancorp USA Inc. | $1M | 0 | 2026-06-30 |
| Orcam Financial Group, LLC | $1M | 1 | 2026-06-30 |
| Kestra Private Wealth Services, LLC | $927.1K | 206 | 2026-06-30 |
| International Assets Investment Management, LLC | $892.6K | 122 | 2026-06-30 |
| Hara Capital LLC | $803.8K | 1 | 2026-06-30 |
| Cerro Pacific Wealth Advisors, LLC | $760.3K | 4 | 2026-06-30 |
| Tempus Wealth Planning, LLC | $682.9K | 10 | 2026-06-30 |
| Lpl Financial LLC | $648.6K | 23,458 | 2026-06-30 |
| Susquehanna International Group, LLP | $646.8K | 0 | 2026-06-30 |
| Prospera Financial Services, Inc. | $583.3K | 270 | 2026-06-30 |
| Truist Financial Corp | $574.8K | 0 | 2026-06-30 |
| Sunbelt Securities, Inc. | $559.5K | 63 | 2026-03-31 |
| Steward Partners Investment Advisory, LLC | $533.4K | 481 | 2026-06-30 |
| Centurion Wealth Management LLC | $421.7K | 6 | 2026-06-30 |
| Quantinno Capital Management LP | $367.3K | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $296.5K | 0 | 2026-06-30 |
| 1620 Investment Advisors, Inc. | $245.5K | 4 | 2026-06-30 |
| Sanctuary Advisors, LLC | $233.9K | 401 | 2026-06-30 |
| Arbor Capital Management Inc /adv | $230.5K | 0 | 2026-06-30 |
| Focus Partners Wealth | $211.9K | 1,048 | 2026-06-30 |
| Creative Planning | $203.7K | 1,171 | 2026-06-30 |
| UBS Group AG | $94.3K | 0 | 2026-06-30 |
| Gilpin Wealth Management, LLC | $90K | 4 | 2026-06-30 |
| Farther Finance Advisors, LLC | $75.8K | 334 | 2026-06-30 |
| Anchor Investment Management, LLC | $72.5K | 6 | 2026-03-31 |
| Allied Private Wealth LLC | $54.1K | 3 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $50K | 0 | 2026-06-30 |
| Signature Equity Partners, LLC | $49.4K | 34 | 2026-06-30 |
| TD Waterhouse Canada Inc. | $34.1K | 0 | 2026-06-30 |
| Private Trust Co NA | $15.6K | 0 | 2026-06-30 |
| Morgan Stanley | $15.6K | 23,185 | 2026-06-30 |
| Your Advocates Ltd., LLP | $13.9K | 4 | 2026-06-30 |
| Community Bank, N.A. | $10.9K | 0 | 2026-06-30 |
| Assetmark, Inc | $7.5K | 220 | 2026-06-30 |
| Montag | $4.7K | 9 | 2026-06-30 |
| Brown Brothers Harriman Mutual Fund Advisory Department | $3.7K | 0 | 2026-06-30 |
| Janney Montgomery Scott LLC | $1.1K | 1,342 | 2026-06-30 |
| Aspen Investment Management Inc | $303 | 5 | 2026-06-30 |
| Coston, McIsaac & Partners | $59 | 10 | 2026-06-30 |