| Cetera Investment Advisers | $63.3M | 10,370 | 2026-06-30 |
| Allworth Financial, LP | $62.6M | 317 | 2026-06-30 |
| Osaic Holdings, Inc. | $55.6M | 0 | 2026-06-30 |
| Envestnet Pmc | $35.5M | 60 | 2026-06-30 |
| Ausdal Financial Partners, Inc. | $21.6M | 189 | 2026-06-30 |
| Maripau Wealth Management LLC | $20.8M | 22 | 2026-06-30 |
| Signal Advisors Wealth, LLC | $20.1M | 45 | 2026-06-30 |
| MML Investors Services, LLC | $17.5M | 5,120 | 2026-06-30 |
| Financial Strategies Group, Inc. | $15.7M | 7 | 2026-06-30 |
| Brass Tax Wealth Management, Inc | $14M | 0 | 2025-09-30 |
| Kestra Private Wealth Services, LLC | $12.8M | 206 | 2026-06-30 |
| Keystone Financial Services, LLC | $12.7M | 0 | 2026-06-30 |
| Newedge Advisors | $12.5M | 601 | 2026-06-30 |
| Copley Financial Group, Inc. | $12.3M | 10 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $9.3M | 2,863 | 2026-06-30 |
| Bison Wealth, LLC | $9M | 61 | 2026-06-30 |
| Sigma Planning Corp | $8.1M | 474 | 2026-06-30 |
| Evolution Wealth Management Inc. | $8.1M | 3 | 2026-06-30 |
| Verus Capital Partners, LLC | $7.8M | 47 | 2026-06-30 |
| Kestra Advisory Services, LLC | $7.8M | 1,479 | 2026-06-30 |
| Lpl Financial LLC | $6.4M | 23,458 | 2026-06-30 |
| Core Wealth Advisors, Inc. | $6.1M | 11 | 2026-06-30 |
| Jpmorgan Chase & Co | $5.3M | 0 | 2026-06-30 |
| World Investment Advisors | $5.1M | 359 | 2026-06-30 |
| Merit Financial Group, LLC | $5M | 295 | 2026-06-30 |
| Storen Legacy Partners, LLC | $4.4M | 7 | 2026-06-30 |
| Advisory Services Network | $4.1M | 253 | 2026-06-30 |
| Harbour Investments, Inc. | $3.4M | 247 | 2026-06-30 |
| Compass Financial Management LLC | $3.3M | 46 | 2026-06-30 |
| Stratos Investment Management, LLC | $3.2M | 7 | 2026-06-30 |
| O'Donnell Financial Services, LLC | $3.2M | 6 | 2026-06-30 |
| Waverly Advisors, LLC | $2.6M | 231 | 2026-06-30 |
| Independent Wealth Network Inc. | $2.4M | 34 | 2026-06-30 |
| Glen Eagle Advisors, LLC | $2.2M | 13 | 2026-06-30 |
| Chicago Partners Investment Group LLC | $2.1M | 57 | 2026-06-30 |
| Independent Financial Group, LLC | $2.1M | 481 | 2026-06-30 |
| Rfg Advisory, LLC | $2.1M | 191 | 2026-06-30 |
| Optima Capital LLC | $2.1M | 6 | 2026-06-30 |
| Brookstone Capital Management | $1.9M | 337 | 2026-06-30 |
| Seia | $1.9M | 141 | 2026-06-30 |
| Hightower Advisors, LLC | $1.8M | 1,046 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $1.5M | 480 | 2026-06-30 |
| Ascension Capital Advisors, Inc. | $1.5M | 9 | 2026-06-30 |
| Fiduciary Financial Advisors | $1.4M | 51 | 2026-06-30 |
| Financial Network Wealth Advisors LLC | $1.4M | 7 | 2026-06-30 |
| Cascades Capital Asset Management, LLC | $1.4M | 3 | 2026-06-30 |
| Founders Financial Securities LLC | $1.3M | 117 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $1.2M | 193 | 2026-06-30 |
| Comprehensive Financial Planning, Inc./pa | $1.2M | 0 | 2026-06-30 |
| Diligent Investors, LLC | $1.2M | 3 | 2026-06-30 |
| Quantum Financial Partners LLC | $1M | 7 | 2026-06-30 |
| Trinity Wealth Management, LLC | $974.5K | 4 | 2026-06-30 |
| Gwn Securities Inc. | $844.5K | 449 | 2026-06-30 |
| Prospera Financial Services, Inc. | $821.9K | 270 | 2026-06-30 |
| Retirement Guys Formula LLC | $754.5K | 6 | 2026-06-30 |
| J.W. Cole Advisors, Inc. | $701.5K | 499 | 2026-06-30 |
| Hbw Advisory Services LLC | $679.9K | 68 | 2026-06-30 |
| Centric Wealth Management | $663.7K | 7 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $538K | 1,026 | 2026-06-30 |
| Simplicity Wealth, LLC | $527.4K | 0 | 2026-06-30 |
| New Edge Wealth | $524.3K | 151 | 2026-06-30 |
| Stratos Wealth Advisors, LLC | $477.6K | 71 | 2026-06-30 |
| Bank of New York Mellon Corp | $462.9K | 0 | 2026-06-30 |
| Arete Wealth Advisors, LLC | $423.2K | 146 | 2026-06-30 |
| Integrity Alliance, Llc. | $389.1K | 353 | 2026-06-30 |
| Stratos Wealth Partners, Ltd. | $338.1K | 386 | 2026-06-30 |
| Financial Gravity Companies, Inc. | $308.8K | 0 | 2026-06-30 |
| Financial Gravity Asset Management, Inc. | $288.4K | 1 | 2026-03-31 |
| Creative Financial Designs Inc /adv | $255.2K | 0 | 2026-06-30 |
| Fiduciary Financial Group, LLC | $249.6K | 9 | 2026-06-30 |
| Cwm, LLC | $227.8K | 667 | 2026-03-31 |
| U.S. Capital Wealth Advisors, LLC | $227.2K | 0 | 2026-03-31 |
| Stonex Group Inc. | $219.2K | 0 | 2026-06-30 |
| Bay Colony Advisory Group, Inc D/b/a Bay Colony Advisors | $214.8K | 0 | 2026-06-30 |
| Accurate Wealth Management, LLC | $211.2K | 49 | 2026-06-30 |
| Cora Capital Advisors | $203.5K | 8 | 2026-06-30 |
| Foundations Investment Advisors, LLC | $202.5K | 302 | 2026-06-30 |
| Signature Equity Partners, LLC | $166.2K | 34 | 2026-06-30 |
| Murphy & Mullick Capital Management Corp | $145.8K | 2 | 2026-06-30 |
| Sunbelt Securities, Inc. | $134.4K | 63 | 2026-03-31 |
| Ae Wealth Management LLC | $120.6K | 471 | 2026-06-30 |
| Fifth Third Bancorp | $106.1K | 0 | 2026-06-30 |
| International Assets Investment Management, LLC | $82.1K | 122 | 2026-06-30 |
| Comerica Bank | $80.5K | 0 | 2025-12-31 |
| Blackrock, Inc. | $60.6K | 0 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $55.3K | 481 | 2026-06-30 |
| Capital Investment Advisory Services, LLC | $51.6K | 103 | 2026-06-30 |
| Assetmark, Inc | $41.2K | 220 | 2026-06-30 |
| Wells Fargo & Company/mn | $31.3K | 0 | 2026-06-30 |
| Pinnacle Wealth Planning Services, Inc. | $25.4K | 20 | 2026-06-30 |
| Ifp Advisors, Inc | $20.9K | 318 | 2026-06-30 |
| O'Shaughnessy Asset Management, LLC | $17.4K | 58 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $15.1K | 0 | 2026-06-30 |
| Triumph Capital Management | $13.7K | 14 | 2026-06-30 |
| Benson Wealth Management, Inc. | $12.8K | 2 | 2026-06-30 |
| Morgan Stanley | $6.2K | 23,185 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $5.7K | 3,940 | 2026-03-31 |
| Capital Analysts, LLC | $2K | 608 | 2026-06-30 |
| Dhjj Financial Advisors, Ltd. | $1.9K | 7 | 2026-06-30 |