| Hollencrest Capital Management | $38.5M | 15 | 2026-06-30 |
| Maia Wealth LLC | $3M | 41 | 2026-06-30 |
| Farther Finance Advisors, LLC | $2.4M | 334 | 2026-06-30 |
| Cetera Investment Advisers | $2.4M | 10,370 | 2026-06-30 |
| Fiduciary Financial Advisors | $1.8M | 51 | 2026-06-30 |
| Envestnet Pmc | $1.4M | 60 | 2026-06-30 |
| Osaic Holdings, Inc. | $1.4M | 0 | 2026-06-30 |
| Diligent Investors, LLC | $1.3M | 3 | 2026-06-30 |
| Old Mission Capital LLC | $977.4K | 0 | 2026-06-30 |
| Maltin Wealth Management, Inc. | $821.2K | 4 | 2026-06-30 |
| Brookstone Capital Management | $793.3K | 337 | 2026-06-30 |
| Novem Group | $573.9K | 32 | 2026-06-30 |
| Sigma Planning Corp | $537K | 474 | 2026-06-30 |
| Clearstead; Clearstead Advisory Solutions | $526.3K | 64 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $487.9K | 2,863 | 2026-06-30 |
| Susquehanna International Group, LLP | $433.9K | 0 | 2026-06-30 |
| Silver Oak Securities, Incorporated | $317.8K | 117 | 2026-06-30 |
| Kingsview Wealth Management, LLC | $308.8K | 115 | 2026-06-30 |
| Envestnet Portfolio Solutions, Inc. | $303.4K | 3 | 2026-06-30 |
| US Bancorp | $253.5K | 0 | 2026-06-30 |
| Kestra Advisory Services, LLC | $239.1K | 1,479 | 2026-06-30 |
| Arkadios Wealth Advisors | $223.1K | 226 | 2026-06-30 |
| Lanark Financial, Inc. | $57.3K | 69 | 2026-06-30 |
| Harbour Investments, Inc. | $50.5K | 247 | 2026-06-30 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | $31K | 0 | 2026-06-30 |
| Capital Investment Advisory Services, LLC | $28.5K | 103 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $5.6K | 0 | 2026-06-30 |
| Capital Analysts, LLC | $329 | 608 | 2026-06-30 |