| Prudential Financial Inc | $114M | 0 | 2026-06-30 |
| Apollon Wealth Management, LLC | $91.6M | 151 | 2026-06-30 |
| Raymond James Financial Inc | $62.9M | 0 | 2026-06-30 |
| Envestnet Pmc | $56.7M | 60 | 2026-06-30 |
| Cetera Investment Advisers | $38.9M | 10,370 | 2026-06-30 |
| Fas Wealth Partners, Inc. | $38.2M | 23 | 2026-06-30 |
| Elevation Point Wealth Partners, LLC | $36.2M | 56 | 2026-06-30 |
| Vestmark Advisory Solutions, Inc. | $36M | 8 | 2026-06-30 |
| Howard Financial Services, Ltd. | $32.4M | 15 | 2026-06-30 |
| Boyum Wealth Architects LLC | $27.9M | 12 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $27.8M | 2,863 | 2026-06-30 |
| Beacon Pointe Advisors, LLC | $23.2M | 466 | 2026-06-30 |
| Lpl Financial LLC | $23.1M | 23,458 | 2026-06-30 |
| Advisory Resource Group | $22.2M | 8 | 2026-06-30 |
| Hightower Advisors, LLC | $21.3M | 1,046 | 2026-06-30 |
| Jones Financial Companies LLLP | $20M | 0 | 2026-06-30 |
| Mariner, LLC | $18.4M | 0 | 2026-06-30 |
| Team Financial Group, LLC | $13.3M | 6 | 2026-06-30 |
| First Heartland Consultants, Inc. | $12.9M | 99 | 2026-06-30 |
| Rfg - Bristol Wealth Advisors, LLC | $11.6M | 5 | 2026-06-30 |
| Osaic Holdings, Inc. | $11.3M | 0 | 2026-06-30 |
| Novem Group | $10.5M | 32 | 2026-06-30 |
| Genesis Private Wealth, LLC | $9.6M | 6 | 2026-06-30 |
| Integrity Wealth Solutions LLC | $8.5M | 2 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $7.9M | 480 | 2026-06-30 |
| Stifel Financial Corp | $7.9M | 0 | 2026-06-30 |
| Aj Advisors, LLC | $7.8M | 3 | 2026-06-30 |
| Mosaic Family Wealth Partners, LLC | $7.7M | 19 | 2026-06-30 |
| Mgo One Seven LLC | $7.4M | 118 | 2026-06-30 |
| Bank of New York Mellon Corp | $6.9M | 0 | 2026-06-30 |
| Huntleigh Advisors, Inc. | $6.6M | 64 | 2026-06-30 |
| Pinnacle Financial Group, LLC / Il | $5.8M | 4 | 2026-06-30 |
| Silver Oak Securities, Incorporated | $5.7M | 117 | 2026-06-30 |
| Prime Capital Financial | $5.4M | 265 | 2026-06-30 |
| Apollon Financial, LLC | $5M | 20 | 2026-06-30 |
| Clearstead; Clearstead Advisory Solutions | $4.9M | 64 | 2026-06-30 |
| Prosperity Financial Group, Inc. | $4.5M | 0 | 2026-06-30 |
| Kingsview Wealth Management, LLC | $4.1M | 115 | 2026-06-30 |
| Private Wealth Asset Management | $3.6M | 22 | 2026-06-30 |
| &partners | $3.4M | 555 | 2026-06-30 |
| Maia Wealth LLC | $3.4M | 41 | 2026-06-30 |
| Susquehanna International Group, LLP | $3.3M | 0 | 2026-06-30 |
| Kelman-Lazarov, Inc. | $3.1M | 13 | 2026-06-30 |
| Richards Merrill Wealth Management | $2.8M | 9 | 2026-06-30 |
| First Citizens Financial Corp | $2.5M | 0 | 2026-06-30 |
| Newedge Advisors | $2.4M | 601 | 2026-06-30 |
| Silveroak Wealth Management LLC | $2.4M | 7 | 2026-06-30 |
| Msh Capital Advisors LLC | $1.9M | 20 | 2026-06-30 |
| Goldman Sachs Group Inc | $1.9M | 0 | 2026-06-30 |
| Citadel Advisors LLC | $1.8M | 0 | 2026-06-30 |
| Daybright Advisory Services, Inc. | $1.8M | 19 | 2026-06-30 |
| Twin Peaks Wealth Advisors, LLC | $1.5M | 10 | 2026-06-30 |
| Onedigital Investment Advisors LLC | $1.4M | 386 | 2026-06-30 |
| Armor Investment Advisors, LLC | $1.4M | 4 | 2026-06-30 |
| Investors Portfolio Services LLC | $1.3M | 3 | 2026-06-30 |
| Everest Financial Group LLC | $1M | 12 | 2026-06-30 |
| National Bank of Canada /fi | $987.8K | 0 | 2026-06-30 |
| Wealthplan Partners, LLC | $854.2K | 26 | 2026-06-30 |
| Stratos Wealth Partners, Ltd. | $820.7K | 386 | 2026-06-30 |
| Coign Capital Advisors LLC | $756.4K | 8 | 2026-06-30 |
| Gateway Investment Advisers LLC | $755.3K | 10 | 2026-06-30 |
| Jpmorgan Chase & Co | $751K | 0 | 2026-06-30 |
| Rockefeller Capital Management LP | $694.6K | 346 | 2026-06-30 |
| Summit Wealth Group LLC / Co | $606.5K | 39 | 2026-06-30 |
| E6 Portfolios, LLC | $510.8K | 3 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $504.1K | 1,026 | 2026-06-30 |
| Jane Street Group, LLC | $458.3K | 0 | 2026-06-30 |
| Concurrent Investment Advisors, LLC | $449K | 349 | 2026-06-30 |
| Farther Finance Advisors, LLC | $395K | 334 | 2026-06-30 |
| Cypress Capital, LLC | $362.5K | 9 | 2026-06-30 |
| Acorn Wealth Advisors, LLC | $317.5K | 5 | 2026-06-30 |
| Gwn Securities Inc. | $297.9K | 449 | 2026-06-30 |
| Cora Capital Advisors | $282.2K | 8 | 2026-06-30 |
| Axecap Investments, LLC | $278.1K | 2 | 2026-06-30 |
| Stonebridge Financial Group, LLC / Mo | $261.7K | 0 | 2026-06-30 |
| Three Magnolias Financial Advisors | $252.2K | 5 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $229.1K | 481 | 2026-06-30 |
| Sanctuary Advisors, LLC | $225.6K | 401 | 2026-06-30 |
| MML Investors Services, LLC | $214.9K | 5,120 | 2026-06-30 |
| Summitpoint Capital Management | $201.4K | 2 | 2026-06-30 |
| Wells Fargo & Company/mn | $169.1K | 0 | 2026-06-30 |
| Register Financial Advisors LLC | $133.2K | 0 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $124.3K | 0 | 2026-06-30 |
| Royal Bank of Canada | $46K | 0 | 2026-06-30 |
| Morgan Stanley | $32K | 23,185 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $23.1K | 0 | 2026-06-30 |
| Ifp Advisors, Inc | $16.9K | 318 | 2026-06-30 |
| Eversource Wealth Advisors, LLC | $4.8K | 77 | 2026-06-30 |
| Natixis Advisors, LLC | $1.7K | 57 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $1.3K | 3,940 | 2026-03-31 |
| Janney Montgomery Scott LLC | $528 | 1,342 | 2026-06-30 |