| Prostatis Group LLC | $72.1M | 15 | 2026-06-30 |
| J Hagan Capital, Inc. | $15.9M | 5 | 2026-06-30 |
| Farther Finance Advisors, LLC | $8.9M | 334 | 2026-06-30 |
| Reyes Financial Architecture, Inc. | $7.8M | 5 | 2026-06-30 |
| Mbl Advisors | $6.8M | 10 | 2026-06-30 |
| Bucket List Wealth Management, LLC | $4.9M | 2 | 2026-06-30 |
| Cmc Financial Group, LLC | $4.9M | 3 | 2026-06-30 |
| Capital Advisor Network LLC | $2.5M | 8 | 2026-06-30 |
| Goldman Sachs Group Inc | $1.7M | 0 | 2026-06-30 |
| Ausdal Financial Partners, Inc. | $1.5M | 189 | 2026-06-30 |
| Harbour Investments, Inc. | $1.4M | 247 | 2026-06-30 |
| Advyzon Investment Management, LLC | $981K | 2 | 2026-06-30 |
| Mariner, LLC | $980.3K | 0 | 2026-06-30 |
| Defined Financial Planning LLC | $870.4K | 0 | 2025-09-30 |
| Gts Securities LLC | $408K | 0 | 2026-06-30 |
| Rps Advisory Solutions LLC | $366.7K | 4 | 2026-06-30 |
| Susquehanna International Group, LLP | $334.3K | 0 | 2026-06-30 |
| Impact Partnership Wealth, LLC | $308.3K | 92 | 2026-06-30 |
| Zacks Investment Management | $280.9K | 83 | 2026-06-30 |
| Thepartners Wealth Management | $204.9K | 37 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $40.5K | 0 | 2026-06-30 |
| Dogwood Wealth Management LLC | $16K | 4 | 2026-06-30 |
| Fmr LLC | $1.7K | 0 | 2026-06-30 |