| Envestnet Pmc | $56.9M | 60 | 2026-06-30 |
| Lpl Financial LLC | $42.2M | 23,458 | 2026-06-30 |
| United Capital Financial Advisors, LLC | $34.8M | 166 | 2026-06-30 |
| Elevation Point Wealth Partners, LLC | $23.1M | 56 | 2026-06-30 |
| Vestmark Advisory Solutions, Inc. | $23M | 8 | 2026-06-30 |
| Raymond James Financial Inc | $14.1M | 0 | 2026-06-30 |
| Wells Fargo & Company/mn | $10.3M | 0 | 2026-06-30 |
| Private Advisor Group, LLC | $9.6M | 927 | 2026-06-30 |
| Morgan Stanley | $8.8M | 23,185 | 2026-06-30 |
| Cetera Investment Advisers | $8.5M | 10,370 | 2026-06-30 |
| Principal Securities, Inc. | $7.2M | 1,463 | 2026-06-30 |
| Envestnet Portfolio Solutions, Inc. | $5.9M | 3 | 2026-06-30 |
| Sowell Financial Services LLC | $3.6M | 108 | 2026-06-30 |
| Keebeck Wealth Management | $2.1M | 5 | 2026-06-30 |
| Lifetime Wealth Management P.C. | $1.7M | 5 | 2026-06-30 |
| Bank of America Corp /de | $1.3M | 0 | 2026-06-30 |
| Corecap Advisors, LLC | $1M | 118 | 2026-06-30 |
| Newedge Advisors | $856K | 601 | 2026-06-30 |
| Bank of New York Mellon Corp | $654.2K | 0 | 2026-06-30 |
| Lifeplan Investment Advisors, Inc. | $547.1K | 4 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $516.9K | 480 | 2026-06-30 |
| Founders Financial Alliance, LLC | $386.2K | 32 | 2026-06-30 |
| Catalyst Private Wealth, LLC | $293.1K | 5 | 2026-06-30 |
| Sanctuary Advisors, LLC | $281.7K | 401 | 2026-06-30 |
| Legacy Advisors, LLC | $271.9K | 19 | 2026-06-30 |
| Private Trust Co NA | $241.8K | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $216.6K | 0 | 2026-06-30 |
| Jpmorgan Chase & Co | $210.1K | 0 | 2026-06-30 |
| Beacon Financial Advisory LLC | $209K | 13 | 2026-06-30 |
| Global Retirement Partners LLC | $159.1K | 491 | 2026-06-30 |
| Transamerica Financial Advisors, LLC | $157.1K | 1,097 | 2026-06-30 |
| Royal Bank of Canada | $131K | 0 | 2026-06-30 |
| Ashton Thomas Private Wealth, LLC | $79K | 96 | 2026-06-30 |
| Betterment LLC | $44.4K | 28 | 2026-06-30 |
| Cornerstone Planning Group LLC | $41.7K | 23 | 2026-06-30 |
| Allworth Financial, LP | $18.5K | 317 | 2026-06-30 |
| Efg International AG | $17.1K | 0 | 2026-06-30 |
| Johnson Financial Group, Inc. | $15.1K | 0 | 2026-06-30 |
| Umb Bank, N.A. | $14.8K | 0 | 2026-06-30 |
| Franklin Resources Inc | $14.3K | 0 | 2026-06-30 |
| Soa Wealth Advisors, Llc. | $10.5K | 10 | 2026-06-30 |
| Cordgrass Capital Advisors, LLC | $9.4K | 3 | 2026-06-30 |
| Ae Wealth Management LLC | $8.9K | 471 | 2026-06-30 |
| Rockefeller Capital Management LP | $7.9K | 346 | 2026-06-30 |
| Spectrum Wealth Advisory Group, LLC | $7.2K | 3 | 2026-06-30 |
| Russell Investments Group, Ltd. | $4.2K | 0 | 2026-06-30 |
| Fmr LLC | $3.9K | 0 | 2026-06-30 |
| International Assets Investment Management, LLC | $3.4K | 122 | 2026-06-30 |
| O'Shaughnessy Asset Management, LLC | $2.8K | 58 | 2026-06-30 |
| Cwm, LLC | $2.3K | 667 | 2026-03-31 |
| Flow Traders U.S. LLC | $1.4K | 0 | 2026-06-30 |
| Oakworth Capital, Inc. | $1.3K | 0 | 2026-06-30 |
| Glen Eagle Advisors, LLC | $1.3K | 13 | 2026-06-30 |
| Silver Grove Financial Group, Inc. | $1.2K | 17 | 2026-06-30 |
| Brown, Lisle/cummings, Inc. | $987 | 8 | 2026-03-31 |
| Fifth Third Bancorp | $684 | 0 | 2026-06-30 |
| Medallion Wealth Advisors, LLC | $489 | 6 | 2026-06-30 |
| Hfm Investment Advisors, LLC | $30 | 7 | 2026-06-30 |