| Prudential Financial Inc | $23.1M | 0 | 2026-06-30 |
| Hightower Advisors, LLC | $5.8M | 1,046 | 2026-06-30 |
| Goldstein Advisors, LLC | $3.5M | 12 | 2026-06-30 |
| Sanctuary Advisors, LLC | $2.9M | 401 | 2026-06-30 |
| Daymark Wealth Partners, LLC | $2.5M | 37 | 2026-06-30 |
| Ameritas Advisory Services, LLC | $2.4M | 550 | 2026-06-30 |
| Commonwealth Retirement Investments LLC | $2M | 3 | 2026-06-30 |
| Symphony Financial, Ltd. Co. | $1.8M | 46 | 2026-06-30 |
| Crusonia Wealth Advisors LLC | $1.6M | 17 | 2026-06-30 |
| Truist Financial Corp | $1.5M | 0 | 2026-06-30 |
| Eversource Wealth Advisors, LLC | $1.3M | 77 | 2026-06-30 |
| Kingswood Wealth Advisors, LLC | $1.1M | 123 | 2026-06-30 |
| Logan Park Wealth Management | $605.4K | 3 | 2026-06-30 |
| Vestgen Advisors, LLC | $598.5K | 58 | 2026-06-30 |
| Pine Harbor Wealth Management, LLC | $488.8K | 1 | 2026-06-30 |
| Cetera Investment Advisers | $432.8K | 10,370 | 2026-06-30 |
| Bedel Financial Consulting, Inc. | $403.3K | 19 | 2026-06-30 |
| Spinnaker Investment Group, LLC | $400.1K | 8 | 2026-06-30 |
| Envestnet Pmc | $375.2K | 60 | 2026-06-30 |
| Foundations Investment Advisors, LLC | $367.1K | 302 | 2026-06-30 |
| Beacon Capital Management, LLC | $364.1K | 19 | 2026-06-30 |
| Elevation Point Wealth Partners, LLC | $352.9K | 56 | 2026-06-30 |
| Vestmark Advisory Solutions, Inc. | $352.9K | 8 | 2026-06-30 |
| Hedeker Wealth, LLC | $310.2K | 2 | 2026-06-30 |
| Ameriprise Financial Inc | $302.5K | 0 | 2026-06-30 |
| Wealthplan Partners, LLC | $299.4K | 26 | 2026-06-30 |
| Sheets Smith Wealth Management | $202.4K | 10 | 2026-06-30 |
| Tidemark, LLC | $195K | 8 | 2026-06-30 |
| Parallel Advisors, LLC | $134.1K | 75 | 2026-06-30 |
| Osaic Holdings, Inc. | $50K | 0 | 2026-06-30 |
| Advisornet Wealth Partners | $41K | 58 | 2026-06-30 |
| Fiduciary Financial Advisors | $39.6K | 51 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $4.8K | 3,940 | 2026-03-31 |
| Jpmorgan Chase & Co | $1K | 0 | 2026-06-30 |
| Janney Montgomery Scott LLC | $459 | 1,342 | 2026-06-30 |