| Summit Wealth Group LLC / Co | $94.8M | 39 | 2026-06-30 |
| S&T Bank/pa | $20.8M | 0 | 2026-06-30 |
| 3edge Asset Management, LP | $19.9M | 15 | 2026-06-30 |
| Sei Investments Co | $13.3M | 0 | 2026-06-30 |
| Compass Capital Corp /ma/ /adv | $6.7M | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $5.7M | 0 | 2026-06-30 |
| Merit Financial Group, LLC | $5.4M | 295 | 2026-06-30 |
| Apella Capital, LLC | $3.5M | 104 | 2026-06-30 |
| Perigon Wealth Management, LLC | $2.5M | 92 | 2026-06-30 |
| Petra Financial Advisors Inc | $2.3M | 7 | 2026-06-30 |
| Stark Wealth Management LLC | $2.1M | 5 | 2025-12-31 |
| Wealth Enhancement Advisory Services, LLC | $1.9M | 1,026 | 2026-06-30 |
| Lynx Investment Advisory | $1.4M | 11 | 2026-06-30 |
| Citadel Advisors LLC | $1.4M | 0 | 2026-06-30 |
| Oneascent Financial Services LLC | $1.3M | 85 | 2026-06-30 |
| Diversified Enterprises, LLC | $1.3M | 29 | 2026-06-30 |
| Jane Street Group, LLC | $1.1M | 0 | 2026-06-30 |
| Binnacle Investments Inc | $1.1M | 5 | 2025-09-30 |
| Lexaurum Advisors, LLC | $1M | 35 | 2026-06-30 |
| Cora Capital Advisors | $888K | 8 | 2026-06-30 |
| United Advisor Group, LLC | $817K | 58 | 2026-06-30 |
| Apeiron RIA LLC | $790.7K | 11 | 2026-06-30 |
| Global Retirement Partners LLC | $742.8K | 491 | 2026-06-30 |
| Stewardship Advisors, LLC | $725.7K | 9 | 2026-06-30 |
| Ameriflex Group, Inc. | $449.2K | 212 | 2026-06-30 |
| Lpl Financial LLC | $437.9K | 23,458 | 2026-06-30 |
| Royal Bank of Canada | $428K | 0 | 2026-06-30 |
| Accelerate Investment Advisors LLC | $387.1K | 32 | 2026-06-30 |
| Patriot Financial Group Insurance Agency, LLC | $361.6K | 35 | 2026-06-30 |
| Cetera Investment Advisers | $335.7K | 10,370 | 2026-06-30 |
| Moneco Advisors, LLC | $280.7K | 50 | 2026-06-30 |
| Traynor Capital Management, Inc. | $276.4K | 7 | 2026-06-30 |
| Ifg Advisory, LLC | $238.6K | 110 | 2026-06-30 |
| Pinnacle Wealth Planning Services, Inc. | $232.4K | 20 | 2026-06-30 |
| Bright Futures Wealth Management, Llc. | $228.2K | 14 | 2026-06-30 |
| Rossby Financial, Lcc | $102.7K | 31 | 2026-06-30 |
| Whipplewood Advisors, LLC | $67.8K | 5 | 2026-06-30 |
| Newedge Advisors | $56.8K | 601 | 2026-06-30 |
| Morgan Stanley | $48.8K | 23,185 | 2026-06-30 |
| Cwm, LLC | $10.7K | 667 | 2026-03-31 |
| Jones Financial Companies LLLP | $10.1K | 0 | 2026-06-30 |
| Ross | $6.6K | 3 | 2026-06-30 |
| Ameritas Advisory Services, LLC | $6.1K | 550 | 2026-06-30 |
| Harbour Investments, Inc. | $5.4K | 247 | 2026-06-30 |
| Assetmark, Inc | $2.8K | 220 | 2026-06-30 |
| UBS Group AG | $1.6K | 0 | 2026-06-30 |
| Flow Traders U.S. LLC | $1.5K | 0 | 2026-06-30 |