| Envestnet Pmc | $114.8M | 60 | 2026-06-30 |
| American Century Companies Inc | $106M | 0 | 2026-06-30 |
| Lpl Financial LLC | $53M | 23,458 | 2026-06-30 |
| Intellus Advisors LLC | $51.5M | 9 | 2026-06-30 |
| Bank of America Corp /de | $43.4M | 0 | 2026-06-30 |
| Atria Investments, Inc | $31.9M | 6 | 2026-06-30 |
| Gallagher Fiduciary Advisors, LLC | $21.1M | 126 | 2026-06-30 |
| Citadel Advisors LLC | $16.9M | 0 | 2026-06-30 |
| Retirement Management Systems | $13.2M | 5 | 2026-06-30 |
| Jane Street Group, LLC | $13.2M | 0 | 2026-06-30 |
| Raymond James Financial Inc | $11.2M | 0 | 2026-06-30 |
| Core Wealth Advisors, Inc. | $10.8M | 11 | 2026-06-30 |
| Kingsview Wealth Management, LLC | $10.4M | 115 | 2026-06-30 |
| Stifel Financial Corp | $10.2M | 0 | 2026-06-30 |
| Stratos Wealth Advisors, LLC | $10.1M | 71 | 2026-06-30 |
| Ameritas Advisory Services, LLC | $7.6M | 550 | 2026-06-30 |
| Gladstone Institutional Advisory LLC | $6.3M | 108 | 2026-06-30 |
| Wealth Advisors of Iowa, LLC | $4.8M | 11 | 2026-06-30 |
| Iht Wealth Management LLC | $4.4M | 159 | 2026-06-30 |
| Networth Advisors, LLC | $4.3M | 6 | 2026-06-30 |
| Ae Wealth Management LLC | $4.1M | 471 | 2026-06-30 |
| Sunpointe Investments | $3.9M | 11 | 2026-06-30 |
| Sovran Advisors, LLC | $3.3M | 70 | 2026-06-30 |
| UBS Group AG | $3M | 0 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $2.9M | 2,863 | 2026-06-30 |
| MML Investors Services, LLC | $2.8M | 5,120 | 2026-06-30 |
| Cetera Investment Advisers | $2.7M | 10,370 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $2.6M | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $2.5M | 0 | 2026-06-30 |
| Ep Wealth Advisors, LLC | $2.5M | 338 | 2026-06-30 |
| Pinnacle Financial Partners, Inc. | $2.4M | 0 | 2026-06-30 |
| Ifp Advisors, Inc | $2.1M | 318 | 2026-06-30 |
| Royal Bank of Canada | $2.1M | 0 | 2026-06-30 |
| Synovus Financial Corp | $2M | 0 | 2025-09-30 |
| Peak Planning Group, LLC | $1.8M | 8 | 2026-06-30 |
| Kestra Private Wealth Services, LLC | $1.4M | 206 | 2026-06-30 |
| Susquehanna International Group, LLP | $1.3M | 0 | 2026-06-30 |
| Equitable Holdings, Inc. | $959.9K | 0 | 2026-06-30 |
| Benjamin Edwards Inc | $729.5K | 0 | 2026-06-30 |
| Bluedoor Private Wealth, LLC | $723K | 6 | 2026-06-30 |
| Fmr LLC | $647.8K | 0 | 2026-06-30 |
| Stewardship Advisors, LLC | $620.8K | 9 | 2026-06-30 |
| Private Advisor Group, LLC | $599.1K | 927 | 2026-06-30 |
| Kestra Advisory Services, LLC | $585.2K | 1,479 | 2026-06-30 |
| Brio Consultants, LLC | $464.3K | 16 | 2026-06-30 |
| Worth Financial Advisory Group, LLC | $369.6K | 7 | 2026-06-30 |
| Tranquility Partners, LLC | $333.5K | 7 | 2026-06-30 |
| Fsa Advisors, Inc. | $315.1K | 0 | 2026-06-30 |
| Total Clarity Wealth Management, Inc. | $280.8K | 22 | 2026-06-30 |
| Msa Financial | $272K | 8 | 2026-06-30 |
| Investment Advisory Group LLC | $229.1K | 5 | 2026-06-30 |
| Condor Capital Management | $206.3K | 17 | 2026-06-30 |
| Lloyd Advisory Services, Llc. | $138.7K | 7 | 2026-06-30 |
| Morgan Stanley | $78.7K | 23,185 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $39K | 0 | 2026-06-30 |
| Archer Investment Corp | $34.6K | 78 | 2026-06-30 |
| Ifg Advisory, LLC | $31.7K | 110 | 2026-06-30 |
| Kingdom Financial Group Llc. | $18.4K | 15 | 2026-06-30 |
| Rosemeyer Management Group | $13K | 15 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $10.1K | 481 | 2026-06-30 |
| Flow Traders U.S. LLC | $7K | 0 | 2026-06-30 |
| Key Capital Management, Inc | $4.3K | 11 | 2026-06-30 |
| Quest 10 Wealth Builders, Inc. | $3.6K | 3 | 2026-06-30 |
| Vanguard Advisers Inc | $833 | 2,469 | 2026-06-30 |
| Janney Montgomery Scott LLC | $806 | 1,342 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $345 | 3,940 | 2026-03-31 |
| Thoroughbred Financial Services, LLC | $307 | 34 | 2026-06-30 |