| Lpl Financial LLC | $106.7M | 23,458 | 2026-06-30 |
| Morgan Stanley | $72.3M | 23,185 | 2026-06-30 |
| Bank of America Corp /de | $66.8M | 0 | 2026-06-30 |
| Private Advisor Group, LLC | $54.5M | 927 | 2026-06-30 |
| Royal Bank of Canada | $45.4M | 0 | 2026-06-30 |
| Southern Financial Group, LLC | $44.5M | 4 | 2026-06-30 |
| Raymond James Financial Inc | $38.9M | 0 | 2026-06-30 |
| Leelyn Smith, LLC | $37.6M | 11 | 2026-06-30 |
| Envestnet Pmc | $26.4M | 60 | 2026-06-30 |
| Rise Advisors, LLC | $26M | 8 | 2026-06-30 |
| Resonant Capital Advisors, LLC | $26M | 15 | 2026-06-30 |
| Ameriprise Financial Inc | $22.8M | 0 | 2026-06-30 |
| &partners | $21.7M | 555 | 2026-06-30 |
| Mars Jewett Financial Group, Inc. | $20M | 7 | 2026-06-30 |
| Newedge Advisors | $16.5M | 601 | 2026-06-30 |
| Stratos Wealth Partners, Ltd. | $15.3M | 386 | 2026-06-30 |
| Osaic Holdings, Inc. | $14.1M | 0 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $14M | 2,863 | 2026-06-30 |
| D.A. Davidson & Co. | $12M | 689 | 2026-06-30 |
| UBS Group AG | $10.1M | 0 | 2026-06-30 |
| Hightower Advisors, LLC | $10M | 1,046 | 2026-06-30 |
| Modern Wealth Management, LLC | $8.2M | 161 | 2026-06-30 |
| Clark Capital Management Group, Inc. | $7.6M | 1 | 2026-06-30 |
| Z3 Capital Partners, LLC | $7.5M | 3 | 2026-06-30 |
| Three Magnolias Financial Advisors | $6.7M | 5 | 2026-06-30 |
| Symphony Financial Services, Inc. | $6.5M | 10 | 2026-06-30 |
| Worth Financial Advisory Group, LLC | $6.1M | 7 | 2026-06-30 |
| Truist Financial Corp | $6.1M | 0 | 2026-06-30 |
| Harbour Wealth Management Group, Inc. | $5.2M | 3 | 2026-06-30 |
| Cetera Investment Advisers | $5M | 10,370 | 2026-06-30 |
| McDonald Partners LLC | $4.9M | 24 | 2026-06-30 |
| Oppenheimer & Co. Inc. | $4.6M | 1,166 | 2026-06-30 |
| Stifel Financial Corp | $4.5M | 0 | 2026-06-30 |
| Kintra Wealth, LLC | $4M | 47 | 2026-06-30 |
| Breakwater Capital Group | $3.4M | 5 | 2026-06-30 |
| Visionary Wealth Advisors | $3.2M | 46 | 2026-06-30 |
| Baird Financial Group, Inc. | $3.2M | 0 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $2.8M | 0 | 2026-06-30 |
| Iag Wealth Partners, LLC | $2.6M | 17 | 2026-06-30 |
| Kestra Advisory Services, LLC | $2.5M | 1,479 | 2026-06-30 |
| Ameritas Advisory Services, LLC | $2.4M | 550 | 2026-06-30 |
| Wealthspire Advisors, LLC | $2.3M | 237 | 2026-06-30 |
| Pension & Wealth Management Advisors, Inc. | $2.3M | 7 | 2026-06-30 |
| Western Wealth Management, LLC | $2.3M | 112 | 2026-06-30 |
| Assuredpartners Investment Advisors | $2.2M | 29 | 2026-06-30 |
| Allied Private Wealth LLC | $2.1M | 3 | 2026-06-30 |
| Unique Wealth, LLC | $2.1M | 14 | 2026-06-30 |
| Principal Securities, Inc. | $1.9M | 1,463 | 2026-06-30 |
| Mutual Advisors, LLC | $1.9M | 153 | 2026-06-30 |
| Cary Street Partners Financial LLC | $1.9M | 0 | 2026-06-30 |
| Blue Jean Financial LLC | $1.8M | 8 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $1.6M | 1,026 | 2026-06-30 |
| Kingsview Wealth Management, LLC | $1.6M | 115 | 2026-06-30 |
| Pfg Advisors | $1.6M | 83 | 2026-06-30 |
| Stonebridge Wealth Management, LLC | $1.5M | 0 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $1.5M | 0 | 2026-06-30 |
| Ifp Advisors, Inc | $1.4M | 318 | 2026-06-30 |
| Mgo One Seven LLC | $1.4M | 118 | 2026-06-30 |
| Citadel Advisors LLC | $1.3M | 0 | 2026-06-30 |
| New Edge Wealth | $1.3M | 151 | 2026-06-30 |
| Ashton Thomas Private Wealth, LLC | $1.3M | 96 | 2026-06-30 |
| Goldman Sachs Group Inc | $1.3M | 0 | 2026-06-30 |
| Pursuit Wealth Management LLC | $1.3M | 0 | 2025-12-31 |
| Kestra Private Wealth Services, LLC | $1.2M | 206 | 2026-06-30 |
| Central Trust Co | $1.2M | 0 | 2026-06-30 |
| Silver Oak Securities, Incorporated | $1.2M | 117 | 2026-06-30 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | $1.1M | 0 | 2026-06-30 |
| Burke & Herbert Bank & Trust Co | $1.1M | 0 | 2026-06-30 |
| Focused Alpha, LLC | $1M | 6 | 2026-06-30 |
| Iht Wealth Management LLC | $975.4K | 159 | 2026-06-30 |
| Balanced Rock Investment Advisors LLC | $929.5K | 5 | 2026-06-30 |
| Fifth Third Bancorp | $882.2K | 0 | 2026-06-30 |
| Horizon Advisory Services, Inc. | $819.8K | 9 | 2026-06-30 |
| Irc Wealth | $792.4K | 7 | 2026-06-30 |
| Sanctuary Advisors, LLC | $788K | 401 | 2026-06-30 |
| Gladstone Institutional Advisory LLC | $777.1K | 108 | 2026-06-30 |
| Cyndeo Wealth Partners | $739.8K | 20 | 2026-06-30 |
| Arkadios Wealth Advisors | $720.7K | 226 | 2026-06-30 |
| Flaharty Asset Management, LLC | $715.4K | 10 | 2026-06-30 |
| Allegheny Financial Group | $691K | 31 | 2026-06-30 |
| Advisory Services Network | $675.8K | 253 | 2026-06-30 |
| Merit Financial Group, LLC | $675K | 295 | 2026-06-30 |
| Comerica Bank | $611.4K | 0 | 2025-12-31 |
| Altus Wealth Group LLC | $595.7K | 6 | 2026-06-30 |
| MML Investors Services, LLC | $588.4K | 5,120 | 2026-06-30 |
| 1015 Capital Partners, LLC | $537.6K | 2 | 2026-06-30 |
| Graney & King, LLC | $536.1K | 4 | 2026-06-30 |
| Concurrent Investment Advisors, LLC | $496.3K | 349 | 2026-06-30 |
| J.W. Cole Advisors, Inc. | $478.7K | 499 | 2026-06-30 |
| Sigma Planning Corp | $421K | 474 | 2026-06-30 |
| Belpointe Asset Management LLC | $403.5K | 170 | 2026-06-30 |
| Fortis Capital Advisors, LLC | $403.5K | 71 | 2026-06-30 |
| Susquehanna International Group, LLP | $391.3K | 0 | 2026-06-30 |
| Main Line Retirement Advisors, LLC | $358.3K | 2 | 2026-06-30 |
| Wealthspan Partners, LLC | $357K | 5 | 2026-06-30 |
| Lasalle St. Investment Advisors, LLC | $355.9K | 161 | 2026-06-30 |
| Guardian Wealth Advisors, LLC / Nc | $300.6K | 33 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $300.6K | 21 | 2026-06-30 |
| Onedigital Investment Advisors LLC | $295.5K | 386 | 2026-06-30 |
| Fmr LLC | $276.4K | 0 | 2026-06-30 |
| Equitable Holdings, Inc. | $276.2K | 0 | 2026-06-30 |
| Cornerstone Wealth Management, LLC | $266.6K | 0 | 2026-06-30 |
| Liberty Square Wealth Partners LLC | $259.1K | 5 | 2026-06-30 |
| Benjamin Edwards Inc | $253.6K | 0 | 2026-06-30 |
| Innova Wealth Partners | $250.8K | 6 | 2026-06-30 |
| Hfg Advisors, Inc. | $235.7K | 0 | 2026-06-30 |
| Great Valley Advisor Group, LLC | $230.2K | 205 | 2026-06-30 |
| World Investment Advisors | $229.1K | 359 | 2026-06-30 |
| Goelzer Investment Management, Inc. | $229.1K | 23 | 2026-06-30 |
| International Assets Investment Management, LLC | $225K | 122 | 2026-06-30 |
| Ifg Advisory, LLC | $222.2K | 110 | 2026-06-30 |
| Cresset Asset Management, LLC | $205.4K | 212 | 2026-06-30 |
| Jupiter Topco LLC | $202.5K | 0 | 2026-06-30 |
| Redhawk Wealth Advisors, Inc. | $202.1K | 43 | 2026-06-30 |
| Golden State Wealth Management, LLC | $186.2K | 47 | 2026-06-30 |
| Dhjj Financial Advisors, Ltd. | $179.3K | 7 | 2026-06-30 |
| US Bancorp | $161K | 0 | 2026-06-30 |
| Creative Financial Designs Inc /adv | $143.6K | 0 | 2026-06-30 |
| Global Retirement Partners LLC | $132.3K | 491 | 2026-06-30 |
| Triumph Capital Management | $70.9K | 14 | 2026-06-30 |
| Trust Co of Vermont | $67K | 0 | 2026-06-30 |
| Harbour Investments, Inc. | $64.4K | 247 | 2026-06-30 |
| Medallion Wealth Advisors, LLC | $55.7K | 6 | 2026-06-30 |
| Bokf, NA | $54.2K | 0 | 2026-06-30 |
| Wells Fargo & Company/mn | $52.6K | 0 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $51.1K | 480 | 2026-06-30 |
| Farther Finance Advisors, LLC | $44.4K | 334 | 2026-06-30 |
| Assetmark, Inc | $38.3K | 220 | 2026-06-30 |
| Independence Bank of Kentucky | $35.4K | 0 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $32.2K | 481 | 2026-06-30 |
| Private Trust Co NA | $30.1K | 0 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $24K | 3,940 | 2026-03-31 |
| Thrivent Financial for Lutherans | $21.7K | 0 | 2026-06-30 |
| Philadelphia Investment Partners, LLC | $21.2K | 2 | 2026-06-30 |
| Trust Co of Toledo NA /oh | $17.5K | 0 | 2026-06-30 |
| Rockefeller Capital Management LP | $16.9K | 346 | 2026-06-30 |
| Bogart Wealth, LLC | $15.7K | 24 | 2026-06-30 |
| Ae Wealth Management LLC | $15K | 471 | 2026-06-30 |
| Bank of Montreal /can | $13.4K | 0 | 2026-06-30 |
| Janney Montgomery Scott LLC | $10.8K | 1,342 | 2026-06-30 |
| Huntington National Bank | $9.6K | 0 | 2026-06-30 |
| Pinnacle Bancorp, Inc. | $8.6K | 0 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $8.6K | 193 | 2026-06-30 |
| Peapack Gladstone Financial Corp | $8.4K | 0 | 2026-06-30 |
| Russell Investments Group, Ltd. | $5.1K | 0 | 2026-06-30 |
| Allspring Global Investments Holdings, LLC | $4.2K | 0 | 2026-06-30 |
| Moisand Fitzgerald Tamayo, LLC | $3.7K | 10 | 2026-06-30 |
| Bullock Wealth Management Group | $3.2K | 9 | 2026-06-30 |
| Richardson Financial Services | $2.4K | 4 | 2026-06-30 |
| Signature Equity Partners, LLC | $2.4K | 34 | 2026-06-30 |
| Continuum Advisory, LLC | $2.3K | 40 | 2026-06-30 |
| Cornerstone Planning Group LLC | $1.5K | 23 | 2026-06-30 |
| Park Avenue Securities LLC | $1.2K | 1,908 | 2026-06-30 |
| Capital Advisors, Ltd., LLC | $181 | 11 | 2026-06-30 |
| Capital Analysts, LLC | $45 | 608 | 2026-06-30 |