| Lpl Financial LLC | $13.9M | 23,458 | 2026-06-30 |
| Comprehensive Wealth Management, LLC | $6.6M | 6 | 2026-06-30 |
| Brookwood Investment Group LLC | $5.5M | 69 | 2026-06-30 |
| Envestnet Pmc | $4.7M | 60 | 2026-06-30 |
| Equitable Holdings, Inc. | $2.7M | 0 | 2026-06-30 |
| Susquehanna International Group, LLP | $2.1M | 0 | 2026-06-30 |
| Fifth Third Securities, Inc. | $1.9M | 1,014 | 2026-06-30 |
| Nia Impact Advisors, LLC | $1.8M | 3 | 2026-06-30 |
| Optivise Advisory Services LLC | $1.3M | 23 | 2026-06-30 |
| Pfg Investments, LLC | $1.2M | 0 | 2026-06-30 |
| Titleist Asset Management, LLC | $892.9K | 43 | 2026-06-30 |
| Seia | $876.6K | 141 | 2026-06-30 |
| Truist Financial Corp | $804.6K | 0 | 2026-06-30 |
| Western Wealth Management, LLC | $755K | 112 | 2026-06-30 |
| Principal Securities, Inc. | $615.6K | 1,463 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $406.6K | 193 | 2026-06-30 |
| Signal Advisors Wealth, LLC | $396.5K | 45 | 2026-06-30 |
| Independent Financial Group, LLC | $391.9K | 481 | 2026-06-30 |
| Osaic Holdings, Inc. | $335.2K | 0 | 2026-06-30 |
| The Caprock Group, LLC | $328.9K | 51 | 2026-06-30 |
| Centric Wealth Management | $301.6K | 7 | 2026-06-30 |
| Lasalle St. Investment Advisors, LLC | $291.2K | 161 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $95.4K | 480 | 2026-06-30 |
| Tradewinds Capital Management, LLC | $5K | 7 | 2026-06-30 |
| Nvwm, LLC | $4.4K | 9 | 2026-06-30 |
| Caitlin John, LLC | $2.9K | 24 | 2026-06-30 |
| Eversource Wealth Advisors, LLC | $1.7K | 77 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $1.5K | 3,940 | 2026-03-31 |