| Envestnet Pmc | $14.3M | 60 | 2026-06-30 |
| Rockefeller Capital Management LP | $12.2M | 346 | 2026-06-30 |
| Team Financial Group, LLC | $11.1M | 6 | 2026-06-30 |
| Elevation Point Wealth Partners, LLC | $8.9M | 56 | 2026-06-30 |
| Vestmark Advisory Solutions, Inc. | $8.9M | 8 | 2026-06-30 |
| Jones Financial Companies LLLP | $7.1M | 0 | 2026-06-30 |
| Raymond James Financial Inc | $5M | 0 | 2026-06-30 |
| Founders Financial Securities LLC | $4.9M | 117 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $4.6M | 481 | 2026-06-30 |
| Lpl Financial LLC | $3.2M | 23,458 | 2026-06-30 |
| Tidal Investments LLC | $3.1M | 0 | 2026-06-30 |
| Steel Grove Capital Advisors, LLC | $3.1M | 7 | 2026-06-30 |
| Osaic Holdings, Inc. | $3M | 0 | 2026-06-30 |
| Citadel Advisors LLC | $2M | 0 | 2026-06-30 |
| Sagespring Wealth Partners | $2M | 126 | 2026-06-30 |
| Jpmorgan Chase & Co | $2M | 0 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $1.8M | 2,863 | 2026-06-30 |
| MML Investors Services, LLC | $1.7M | 5,120 | 2026-06-30 |
| Ifp Advisors, Inc | $1.6M | 318 | 2026-06-30 |
| Essex Financial Services, Inc. | $1.1M | 33 | 2026-06-30 |
| Prairie Advisory, LLC | $833.9K | 10 | 2026-06-30 |
| Blue Line Capital, LLC / Il | $830.9K | 7 | 2026-06-30 |
| Jane Street Group, LLC | $627.1K | 0 | 2026-06-30 |
| Goldman Sachs Group Inc | $324.4K | 0 | 2026-06-30 |
| Stifel Financial Corp | $315.6K | 0 | 2026-06-30 |
| World Investment Advisors | $307K | 359 | 2026-06-30 |
| Cetera Investment Advisers | $270.1K | 10,370 | 2026-06-30 |
| Kingsview Wealth Management, LLC | $223.8K | 115 | 2026-06-30 |
| Mpwm Advisory Solutions, LLC | $116.4K | 15 | 2026-06-30 |
| Register Financial Advisors LLC | $85.2K | 0 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $14.9K | 480 | 2026-06-30 |
| Harbour Investments, Inc. | $12.7K | 247 | 2026-06-30 |
| Thrivent Financial for Lutherans | $11.7K | 0 | 2026-06-30 |
| Thoroughbred Financial Services, LLC | $720 | 34 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $536 | 3,940 | 2026-03-31 |