| Edelman Financial Engines | $318.8M | 722 | 2026-06-30 |
| Capital Wealth Management, LLC | $27M | 12 | 2026-06-30 |
| Lpl Financial LLC | $24.1M | 23,458 | 2026-06-30 |
| Cornerstone Planning Group LLC | $16.7M | 23 | 2026-06-30 |
| Morgan Stanley | $16.4M | 23,185 | 2026-06-30 |
| Baird Financial Group, Inc. | $15.6M | 0 | 2026-06-30 |
| Franklin Resources Inc | $13.1M | 0 | 2026-06-30 |
| Xml Financial, LLC | $10.7M | 28 | 2026-06-30 |
| Bank of America Corp /de | $9.5M | 0 | 2026-06-30 |
| Schmidt P J Investment Management Inc | $7.6M | 0 | 2026-06-30 |
| Cfs Investment Advisory Services LLC | $7.2M | 10 | 2026-06-30 |
| Cwm, LLC | $6.4M | 667 | 2026-03-31 |
| Goldman Sachs Group Inc | $5.7M | 0 | 2026-06-30 |
| Mariner, LLC | $5.6M | 0 | 2026-06-30 |
| The Fiduciary Alliance | $5.5M | 49 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $5M | 481 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $5M | 0 | 2026-06-30 |
| Hightower Advisors, LLC | $4.8M | 1,046 | 2026-06-30 |
| Rothschild Wealth LLC | $4.4M | 31 | 2026-06-30 |
| Hollow Brook Wealth Management LLC | $4M | 1 | 2026-06-30 |
| Private Advisory Group LLC | $3.8M | 18 | 2026-06-30 |
| Brio Consultants, LLC | $3.1M | 16 | 2026-06-30 |
| Stifel Financial Corp | $2.9M | 0 | 2026-06-30 |
| Cetera Investment Advisers | $2.9M | 10,370 | 2026-06-30 |
| Coppell Advisory Solutions LLC | $2.6M | 76 | 2026-06-30 |
| Certified Advisory Corp | $2.4M | 17 | 2026-06-30 |
| International Assets Investment Management, LLC | $2.2M | 122 | 2026-06-30 |
| U.S. Capital Wealth Advisors, LLC | $2M | 0 | 2026-03-31 |
| Savvy Advisors, Inc. | $2M | 214 | 2026-06-30 |
| Two Sigma Investments, LP | $2M | 0 | 2026-06-30 |
| Raymond James Financial Inc | $2M | 0 | 2026-06-30 |
| MML Investors Services, LLC | $2M | 5,120 | 2026-06-30 |
| D.A. Davidson & Co. | $1.9M | 689 | 2026-06-30 |
| Stratos Wealth Partners, Ltd. | $1.6M | 386 | 2026-06-30 |
| Financial Freedom | $1.5M | 3 | 2026-06-30 |
| Norris Financial Group, LLC | $1.4M | 4 | 2026-06-30 |
| Deutsche Bank AG | $1.2M | 0 | 2026-06-30 |
| Aaron Wealth Advisors LLC | $1.2M | 10 | 2026-06-30 |
| Armstrong Advisory Group, Inc | $1.2M | 14 | 2026-06-30 |
| Klcm Advisors, Inc. | $1M | 5 | 2026-06-30 |
| Stratos Investment Management, LLC | $996.3K | 7 | 2026-06-30 |
| Osaic Holdings, Inc. | $959.3K | 0 | 2026-06-30 |
| Focus Financial | $952.9K | 121 | 2026-06-30 |
| Per Stirling Capital Management, Llc. | $937.1K | 31 | 2026-06-30 |
| Jones Financial Companies LLLP | $928K | 0 | 2026-06-30 |
| Virtue Capital Management, LLC | $876.2K | 89 | 2026-06-30 |
| Independent Financial Group, LLC | $819.6K | 481 | 2026-06-30 |
| Horizon Investments, LLC | $668.9K | 27 | 2026-06-30 |
| Founders Financial Securities LLC | $668.9K | 117 | 2026-06-30 |
| UBS Group AG | $599.4K | 0 | 2026-06-30 |
| Royal Bank of Canada | $532K | 0 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $505.5K | 2,863 | 2026-06-30 |
| Rfg Advisory, LLC | $480.3K | 191 | 2026-06-30 |
| Captrust Financial Advisors | $456.3K | 962 | 2026-06-30 |
| Fmr LLC | $435.5K | 0 | 2026-06-30 |
| Envestnet Pmc | $359.3K | 60 | 2026-06-30 |
| Assetmark, Inc | $350.3K | 220 | 2026-06-30 |
| Planning Strategies Inc. | $331.7K | 10 | 2026-06-30 |
| Ausdal Financial Partners, Inc. | $319.6K | 189 | 2026-06-30 |
| Focus Partners Wealth | $317.3K | 1,048 | 2026-06-30 |
| First Heartland Consultants, Inc. | $299.4K | 99 | 2026-06-30 |
| O'Shaughnessy Asset Management, LLC | $297.8K | 58 | 2026-06-30 |
| Atria Investments, Inc | $295.1K | 6 | 2026-06-30 |
| Ameritas Investment Partners, Inc. | $287.7K | 7 | 2026-06-30 |
| Private Advisor Group, LLC | $283.4K | 927 | 2026-06-30 |
| Arax Advisory Partners | $282.2K | 232 | 2026-06-30 |
| Mgo One Seven LLC | $275.1K | 118 | 2026-06-30 |
| Tempus Wealth Planning, LLC | $266.3K | 10 | 2026-06-30 |
| Cooper McManus | $260.5K | 63 | 2026-06-30 |
| Landmark Wealth Management, LLC | $255.5K | 0 | 2026-06-30 |
| Xy Planning Network, Inc. | $251.5K | 0 | 2026-06-30 |
| Mezzasalma Advisors, LLC | $239.9K | 7 | 2026-06-30 |
| Ritholtz Wealth Management | $237.6K | 58 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $230K | 1,026 | 2026-06-30 |
| Atlantic Union Bankshares Corp | $228.2K | 0 | 2026-06-30 |
| J.W. Cole Advisors, Inc. | $223.6K | 499 | 2026-06-30 |
| Dinuzzo Private Wealth, Inc. | $217.4K | 8 | 2026-06-30 |
| Snowden Capital Advisors LLC | $203.6K | 122 | 2026-06-30 |
| Jpmorgan Chase & Co | $185.2K | 0 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $178.6K | 0 | 2026-06-30 |
| Blackrock, Inc. | $165K | 0 | 2026-06-30 |
| Triumph Capital Management | $154.6K | 14 | 2026-06-30 |
| Fifth Third Bancorp | $147.6K | 0 | 2026-06-30 |
| Comerica Bank | $132.6K | 0 | 2025-12-31 |
| Mather Group, Llc. | $124.9K | 110 | 2026-06-30 |
| Copia Wealth Management | $117K | 4 | 2026-06-30 |
| Abich Financial Wealth Management LLC | $94.3K | 7 | 2025-09-30 |
| Lanark Financial, Inc. | $91.2K | 69 | 2026-06-30 |
| Financial Life Planners | $65.7K | 4 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $57.9K | 480 | 2026-06-30 |
| Ae Wealth Management LLC | $57.9K | 471 | 2026-06-30 |
| Jnba Financial Advisors | $54.6K | 30 | 2026-06-30 |
| Wolff Wiese Magana LLC | $45.9K | 4 | 2026-06-30 |
| Parallel Advisors, LLC | $42.7K | 75 | 2026-06-30 |
| Ifp Advisors, Inc | $41.8K | 318 | 2026-06-30 |
| Creative Financial Designs Inc /adv | $34.4K | 0 | 2026-06-30 |
| Corecap Advisors, LLC | $34.1K | 118 | 2026-06-30 |
| Farther Finance Advisors, LLC | $24.8K | 334 | 2026-06-30 |
| Rockefeller Capital Management LP | $23.4K | 346 | 2026-06-30 |
| Compass Financial Management LLC | $23.3K | 46 | 2026-06-30 |
| Ameritas Advisory Services, LLC | $22.3K | 550 | 2026-06-30 |
| Capital Investment Advisory Services, LLC | $21.9K | 103 | 2026-06-30 |
| Allworth Financial, LP | $20.9K | 317 | 2026-06-30 |
| Bank of Montreal /can | $20.4K | 0 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $18.9K | 193 | 2026-06-30 |
| St Germain D J Co Inc | $18.1K | 0 | 2026-06-30 |
| Advisornet Wealth Partners | $16.9K | 58 | 2026-06-30 |
| Private Trust Co NA | $16.8K | 0 | 2026-06-30 |
| Blue Trust, Inc. | $15.1K | 0 | 2026-06-30 |
| Evermay Wealth Management LLC | $14.5K | 23 | 2026-06-30 |
| Cape Investment Advisory, Inc. | $14.4K | 35 | 2026-06-30 |
| Newedge Advisors | $14K | 601 | 2026-06-30 |
| Wells Fargo & Company/mn | $12.3K | 0 | 2026-06-30 |
| Key Financial, Inc. | $11.9K | 8 | 2026-06-30 |
| Qube Research & Technologies Ltd | $11.8K | 0 | 2026-06-30 |
| UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC | $10.4K | 0 | 2026-06-30 |
| Crewe Advisors LLC | $10.1K | 26 | 2026-06-30 |
| Sachetta, LLC | $9.9K | 0 | 2026-06-30 |
| United Financial Planning Group LLC | $9.4K | 4 | 2026-06-30 |
| Blair William & Co/il | $7.1K | 329 | 2026-06-30 |
| Flagship Wealth Advisors, LLC | $7K | 9 | 2026-06-30 |
| Ashton Thomas Private Wealth, LLC | $7K | 96 | 2026-06-30 |
| Alphacore Capital LLC | $6.9K | 69 | 2026-06-30 |
| Concord Wealth Partners | $6.7K | 11 | 2026-06-30 |
| Realta Investment Advisors | $6.4K | 57 | 2026-06-30 |
| Markowski Investments | $6.3K | 10 | 2026-06-30 |
| Mgb Wealth Management, LLC | $6.3K | 0 | 2025-12-31 |
| Crews Bank & Trust | $6.3K | 0 | 2026-06-30 |
| Cassaday & Co Wealth Management LLC | $5.3K | 47 | 2026-06-30 |
| Ifg Advisory, LLC | $4.5K | 110 | 2026-06-30 |
| Valley National Advisers Inc | $3.8K | 14 | 2026-06-30 |
| US Bancorp | $2.4K | 0 | 2026-06-30 |
| Balentine LLC | $2.2K | 18 | 2026-06-30 |
| Mtm Investment Management, LLC | $982 | 5 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $752 | 3,940 | 2026-03-31 |
| Rialto Wealth Management, LLC | $529 | 8 | 2026-06-30 |
| Capital Analysts, LLC | $35 | 608 | 2026-06-30 |
| Cx Institutional | $2 | 80 | 2026-06-30 |