| Ae Wealth Management LLC | $94.7M | 471 | 2026-06-30 |
| Kingdom Financial Group Llc. | $31.6M | 15 | 2026-06-30 |
| Simplicity Wealth, LLC | $24.5M | 0 | 2026-06-30 |
| Lifewealth Investments, LLC | $7.7M | 9 | 2026-06-30 |
| Arcadia Wealth Management, LLC | $5.5M | 11 | 2026-06-30 |
| Smart Wealth LLC | $4.5M | 19 | 2026-06-30 |
| Montgomery Financial Services LLC | $3.4M | 4 | 2026-06-30 |
| Networth Advisors, LLC | $3M | 6 | 2026-06-30 |
| Howard Bailey Securities, LLC | $2.7M | 11 | 2026-06-30 |
| Flp Wealth Management, LLC | $2.3M | 0 | 2026-06-30 |
| Boss. Retirement Advisors, LLC | $2.2M | 46 | 2026-06-30 |
| Truist Financial Corp | $1.9M | 0 | 2026-06-30 |
| Envestnet Pmc | $1.9M | 60 | 2026-06-30 |
| Key Capital Management, Inc | $1.2M | 11 | 2026-06-30 |
| Jane Street Group, LLC | $1.2M | 0 | 2026-06-30 |
| Triad Wealth Partners, LLC | $708.6K | 49 | 2026-06-30 |
| Lifeplan Investment Advisors, Inc. | $516.2K | 4 | 2026-06-30 |
| Fwg Investments, Llc. | $407.3K | 9 | 2026-06-30 |
| Fsa Advisors, Inc. | $361K | 0 | 2026-06-30 |
| Lloyd Advisory Services, Llc. | $353K | 7 | 2026-06-30 |
| Corecap Advisors, LLC | $333K | 118 | 2026-06-30 |
| Centennial Advisors, LLC | $268.5K | 10 | 2026-06-30 |
| Integrated Wealth Management | $212.6K | 7 | 2026-06-30 |
| Quest 10 Wealth Builders, Inc. | $119.2K | 3 | 2026-06-30 |
| Decker Retirement Planning Inc. | $81.6K | 10 | 2026-06-30 |
| Farther Finance Advisors, LLC | $60.3K | 334 | 2026-06-30 |
| Harbour Investments, Inc. | $25.5K | 247 | 2026-06-30 |