| Geowealth Management, LLC | $15.2M | 0 | 2026-06-30 |
| Continental Investors Services, Inc. | $11M | 9 | 2026-06-30 |
| True Private Wealth Advisors | $4.6M | 11 | 2026-06-30 |
| M1 Capital Management LLC | $3.2M | 6 | 2026-06-30 |
| Arete Wealth Advisors, LLC | $3.2M | 146 | 2026-06-30 |
| Navigation Wealth Management, Inc. | $3.1M | 7 | 2026-06-30 |
| Strategic Blueprint, LLC | $2.9M | 55 | 2026-06-30 |
| Balboa Wealth Partners, Inc. | $2.9M | 26 | 2026-06-30 |
| Advisory Services Network | $2.5M | 253 | 2026-06-30 |
| Farther Finance Advisors, LLC | $2.4M | 334 | 2026-06-30 |
| Advyzon Investment Management, LLC | $2.3M | 2 | 2026-06-30 |
| Lpl Financial LLC | $1.7M | 23,458 | 2026-06-30 |
| Axxcess Wealth Management, LLC | $1.7M | 38 | 2026-06-30 |
| Rothschild Wealth LLC | $1.6M | 31 | 2026-06-30 |
| Alteri Wealth LLC | $1.4M | 2 | 2026-06-30 |
| Paragon Private Wealth Management, LLC | $1.4M | 3 | 2026-06-30 |
| Koshinski Asset Management, Inc. | $1.1M | 69 | 2026-06-30 |
| Pendulum Wealth Partners | $1M | 9 | 2026-06-30 |
| Simplicity Wealth, LLC | $905.5K | 0 | 2026-06-30 |
| Unique Wealth, LLC | $870.4K | 14 | 2026-06-30 |
| Stirlingshire Investments, Inc. | $862.1K | 28 | 2026-06-30 |
| Pks Advisory Services, LLC | $810.2K | 46 | 2026-06-30 |
| Faithward Advisors, LLC | $804.6K | 18 | 2026-06-30 |
| Ignite Planners LLC | $688.7K | 24 | 2026-06-30 |
| Axim Planning & Wealth | $588.2K | 1 | 2026-06-30 |
| Carter Financial Group, Inc. | $585.1K | 5 | 2026-06-30 |
| Vantus Wealth LLC | $565.4K | 6 | 2026-06-30 |
| Integrity Wealth Partners, LLC | $508.7K | 2 | 2026-03-31 |
| Creative Planning | $474.2K | 1,171 | 2026-06-30 |
| Revisor Wealth Management LLC | $440.1K | 9 | 2026-06-30 |
| Latitude Advisors, LLC | $365.2K | 66 | 2026-06-30 |
| Harbour Investments, Inc. | $289.3K | 247 | 2026-06-30 |
| Iht Wealth Management LLC | $278.3K | 159 | 2026-06-30 |
| Vise Technologies, Inc. | $276.4K | 0 | 2026-06-30 |
| Empirical Asset Management, LLC | $276.1K | 12 | 2026-06-30 |
| Victory Financial Group, LLC | $260.8K | 56 | 2026-06-30 |
| Gk Wealth Management LLC | $257.2K | 6 | 2026-06-30 |
| Jane Street Group, LLC | $255.8K | 0 | 2026-06-30 |
| Ethos Financial Group, LLC | $245K | 0 | 2026-06-30 |
| Corecap Advisors, LLC | $239.4K | 118 | 2026-06-30 |
| Independent Wealth Network Inc. | $239.2K | 34 | 2026-06-30 |
| Seacrest Wealth Management, LLC | $230.9K | 35 | 2026-06-30 |
| Arax Advisory Partners | $189.6K | 232 | 2026-06-30 |
| Rossby Financial, Lcc | $142.3K | 31 | 2026-06-30 |
| Cornerstone Planning Group LLC | $34.7K | 23 | 2026-06-30 |
| Compass Financial Management LLC | $24K | 46 | 2026-06-30 |
| Global Retirement Partners LLC | $22.4K | 491 | 2026-06-30 |
| Ifp Advisors, Inc | $5K | 318 | 2026-06-30 |
| Valley Wealth Managers, Inc. | $3.2K | 47 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $1.1K | 3,940 | 2026-03-31 |
| Wayfinding Financial, LLC | $330 | 2 | 2026-06-30 |
| Luminist Capital LLC | $58 | 5 | 2026-06-30 |