| Blair William & Co/il | $11.3M | 329 | 2026-06-30 |
| Osaic Holdings, Inc. | $7.7M | 0 | 2026-06-30 |
| Berger Financial Group, Inc | $7.2M | 51 | 2026-06-30 |
| Level Four Advisory Services | $6.9M | 141 | 2026-06-30 |
| Gts Financial, LLC | $6.1M | 3 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $5.6M | 2,863 | 2026-06-30 |
| Cornerstone Wealth, Llc/tn | $4.4M | 0 | 2026-06-30 |
| Cetera Investment Advisers | $4.2M | 10,370 | 2026-06-30 |
| Envestnet Pmc | $3.2M | 60 | 2026-06-30 |
| Global Strategic Investment Solutions, LLC | $3.2M | 4 | 2026-06-30 |
| Raymond James Financial Inc | $3.2M | 0 | 2026-06-30 |
| Bedel Financial Consulting, Inc. | $3.1M | 19 | 2026-06-30 |
| Lpl Financial LLC | $2.8M | 23,458 | 2026-06-30 |
| Bfi Wealth Solutions, LLC | $2.6M | 1 | 2026-06-30 |
| Independent Financial Group, LLC | $2.4M | 481 | 2026-06-30 |
| Long Island Wealth Management, Inc. | $2.4M | 1 | 2026-06-30 |
| Bip Wealth, LLC | $2.4M | 62 | 2026-06-30 |
| Stratos Wealth Advisors, LLC | $2.3M | 71 | 2026-06-30 |
| Hightower Advisors, LLC | $2.1M | 1,046 | 2026-06-30 |
| Signal Advisors Wealth, LLC | $2M | 45 | 2026-06-30 |
| Corrado Advisors, LLC | $1.9M | 5 | 2026-06-30 |
| Talon Private Wealth, LLC | $1.9M | 0 | 2026-03-31 |
| Signaturefd, LLC | $1.8M | 49 | 2026-06-30 |
| Triad Wealth Partners, LLC | $1.7M | 49 | 2026-06-30 |
| Access Financial Services, Inc. | $1.7M | 3 | 2026-06-30 |
| Cresset Asset Management, LLC | $1.7M | 212 | 2026-06-30 |
| Diligent Investors, LLC | $1.6M | 3 | 2026-06-30 |
| Onedigital Investment Advisors LLC | $1.6M | 386 | 2026-06-30 |
| Principal Securities, Inc. | $1.6M | 1,463 | 2026-06-30 |
| MML Investors Services, LLC | $1.5M | 5,120 | 2026-06-30 |
| Americana Partners, LLC | $1.5M | 53 | 2026-06-30 |
| Worthpointe, LLC | $1.5M | 7 | 2026-06-30 |
| Rothschild Wealth LLC | $1.4M | 31 | 2026-06-30 |
| Kestra Advisory Services, LLC | $1.4M | 1,479 | 2026-06-30 |
| Straight Path Wealth Management | $1.3M | 10 | 2026-06-30 |
| Captrust Financial Advisors | $1.2M | 962 | 2026-06-30 |
| Founders Financial Securities LLC | $1.2M | 117 | 2026-06-30 |
| Truist Financial Corp | $1.1M | 0 | 2026-06-30 |
| Red Crane Wealth Management, LLC | $997.2K | 2 | 2026-06-30 |
| Cwm, LLC | $930.3K | 667 | 2026-03-31 |
| World Investment Advisors | $911.7K | 359 | 2026-06-30 |
| Bcs Wealth Management, LLC | $898.4K | 8 | 2026-06-30 |
| Ifrah Financial Services, Inc. | $861.2K | 9 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $860.5K | 1,026 | 2026-06-30 |
| Ifp Advisors, Inc | $800K | 318 | 2026-06-30 |
| Compass Advisors | $767.5K | 5 | 2026-06-30 |
| Hb Wealth Management, LLC | $739.9K | 169 | 2026-06-30 |
| Dhjj Financial Advisors, Ltd. | $719.7K | 7 | 2026-06-30 |
| First Commonwealth Financial Corp /PA | $701.5K | 0 | 2026-06-30 |
| Susquehanna International Group, LLP | $601.3K | 0 | 2026-06-30 |
| Jacobi Capital Management LLC | $595.7K | 32 | 2026-06-30 |
| Opus Financial Solutions LLC | $587.6K | 2 | 2026-06-30 |
| Nations Financial Group Inc, /ia/ /adv | $548.5K | 0 | 2026-06-30 |
| Simplicity Wealth, LLC | $492K | 0 | 2026-06-30 |
| Advus Financial Partners, LLC | $484.4K | 10 | 2026-06-30 |
| Cypress Financial Planning LLC | $482.6K | 7 | 2026-06-30 |
| Pfg Advisors | $477.5K | 83 | 2026-06-30 |
| Allworth Financial, LP | $467.7K | 317 | 2026-06-30 |
| Gill Capital Partners | $439.9K | 10 | 2026-06-30 |
| Composition Wealth, LLC | $432.3K | 76 | 2026-06-30 |
| Wealthplan Investment Management, LLC | $423K | 29 | 2026-06-30 |
| Liberty Atlantic Advisors | $420.2K | 7 | 2026-06-30 |
| Vantage Point Financial LLC | $417.4K | 16 | 2026-06-30 |
| Pfs Partners, LLC | $417.3K | 10 | 2026-06-30 |
| D.B. Root & Company, LLC | $372K | 15 | 2026-06-30 |
| Northcrest Asset Manangement, LLC | $357.5K | 0 | 2026-06-30 |
| Newedge Advisors | $343.2K | 601 | 2026-06-30 |
| Silver Oak Securities, Incorporated | $332.8K | 117 | 2026-06-30 |
| Tradition Wealth Management, LLC | $312.1K | 23 | 2026-06-30 |
| Bailard, Inc. | $306.6K | 40 | 2026-06-30 |
| Fiduciary Financial Group, LLC | $306.5K | 9 | 2026-06-30 |
| Royal Bank of Canada | $306K | 0 | 2026-06-30 |
| Benjamin Edwards Inc | $304.3K | 0 | 2026-06-30 |
| Summit Wealth Partners, LLC | $284.5K | 12 | 2026-06-30 |
| Fiduciary Financial Advisors | $282K | 51 | 2026-06-30 |
| Advisor Os, LLC | $267.5K | 2 | 2026-06-30 |
| Cypress Wealth Services, LLC | $263.6K | 14 | 2026-06-30 |
| Weaver Consulting Group, LLC | $260.8K | 4 | 2026-06-30 |
| Merit Financial Group, LLC | $251.4K | 295 | 2026-06-30 |
| Schneider Downs Wealth Management Advisors, LP | $227.1K | 22 | 2026-06-30 |
| Beacon Pointe Advisors, LLC | $225.9K | 466 | 2026-06-30 |
| Chicago Partners Investment Group LLC | $213K | 57 | 2026-06-30 |
| Accurate Wealth Management, LLC | $211.2K | 49 | 2026-06-30 |
| Forvis Mazars Wealth Advisors, LLC | $210.1K | 83 | 2026-06-30 |
| Jpmorgan Chase & Co | $193.4K | 0 | 2026-06-30 |
| US Bancorp | $165.8K | 0 | 2026-06-30 |
| Nbt Bank, N.A. | $110.8K | 0 | 2026-06-30 |
| Capital Investment Advisory Services, LLC | $107.9K | 103 | 2026-06-30 |
| Corecap Advisors, LLC | $106.8K | 118 | 2026-06-30 |
| Ae Wealth Management LLC | $98.3K | 471 | 2026-06-30 |
| Sunbelt Securities, Inc. | $93.3K | 63 | 2026-03-31 |
| Chapman Financial Group, LLC | $87.4K | 0 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $74.2K | 481 | 2026-06-30 |
| Financial Network Wealth Advisors LLC | $57.1K | 7 | 2026-06-30 |
| Advisornet Wealth Partners | $54.2K | 58 | 2026-06-30 |
| Planvest Financial, Inc | $40.8K | 6 | 2026-06-30 |
| Harbor Investment Advisory, LLC | $39.9K | 31 | 2026-06-30 |
| Blue Bell Private Wealth Management, LLC | $35.1K | 11 | 2026-06-30 |
| Creative Financial Designs Inc /adv | $27.7K | 0 | 2026-06-30 |
| Ifg Advisory, LLC | $18K | 110 | 2026-06-30 |
| Cape Investment Advisory, Inc. | $14.4K | 35 | 2026-06-30 |
| Harbour Investments, Inc. | $13.2K | 247 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $10.8K | 0 | 2026-06-30 |
| Trust Co of Vermont | $9.6K | 0 | 2026-06-30 |
| Ashton Thomas Private Wealth, LLC | $7.6K | 96 | 2026-06-30 |
| Assetmark, Inc | $5.9K | 220 | 2026-06-30 |
| Jdm Financial Group LLC | $5.6K | 0 | 2026-06-30 |
| UBS Group AG | $3.6K | 0 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $806 | 3,940 | 2026-03-31 |
| Janney Montgomery Scott LLC | $693 | 1,342 | 2026-06-30 |
| Archer Investment Corp | $648 | 78 | 2026-06-30 |
| Capital Analysts, LLC | $191 | 608 | 2026-06-30 |