| Westwood Holdings Group Inc | $36.3M | 0 | 2026-06-30 |
| Lpl Financial LLC | $26.1M | 23,458 | 2026-06-30 |
| Christian Investment Advisors, Inc. | $17.4M | 5 | 2026-06-30 |
| Benjamin Edwards Inc | $5.9M | 0 | 2026-06-30 |
| Coppell Advisory Solutions LLC | $5M | 76 | 2026-06-30 |
| Cwm, LLC | $4.4M | 667 | 2026-03-31 |
| Turning Point Benefit Group, Inc. | $4.2M | 15 | 2026-06-30 |
| Ameriprise Financial Inc | $4.1M | 0 | 2026-06-30 |
| Creative Financial Designs Inc /adv | $3.3M | 0 | 2026-06-30 |
| Oneascent Financial Services LLC | $3.2M | 85 | 2026-06-30 |
| Raymond James Financial Inc | $3.2M | 0 | 2026-06-30 |
| Cetera Investment Advisers | $2.7M | 10,370 | 2026-06-30 |
| Carlson Financial, Inc. | $2.6M | 4 | 2026-06-30 |
| J.W. Cole Advisors, Inc. | $2.3M | 499 | 2026-06-30 |
| Envestnet Pmc | $2.3M | 60 | 2026-06-30 |
| Focus Partners Advisor Solutions, LLC | $2.1M | 42 | 2026-06-30 |
| Family Wealth Partners, LLC | $2M | 0 | 2026-06-30 |
| First Heartland Consultants, Inc. | $2M | 99 | 2026-06-30 |
| Inspire Advisors, LLC | $1.8M | 75 | 2026-06-30 |
| Frontier Asset Management, LLC | $1.7M | 9 | 2026-06-30 |
| Bare Financial Services, Inc | $1.7M | 10 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $1.6M | 193 | 2026-06-30 |
| Sound Financial Strategies Group, LLC | $1.5M | 5 | 2026-06-30 |
| Worthpointe, LLC | $1.5M | 7 | 2026-06-30 |
| Eversource Wealth Advisors, LLC | $1.5M | 77 | 2026-06-30 |
| Jones Financial Companies LLLP | $1.3M | 0 | 2026-06-30 |
| Farther Finance Advisors, LLC | $1.2M | 334 | 2026-06-30 |
| Foundations Investment Advisors, LLC | $1.1M | 302 | 2026-06-30 |
| Ifp Advisors, Inc | $1M | 318 | 2026-06-30 |
| Rfg Advisory, LLC | $833.2K | 191 | 2026-06-30 |
| UBS Group AG | $822.6K | 0 | 2026-06-30 |
| Allen Capital Group, LLC | $784.9K | 22 | 2026-06-30 |
| O'Connor Financial Group LLC | $753.1K | 4 | 2026-06-30 |
| Kestra Advisory Services, LLC | $748.9K | 1,479 | 2026-06-30 |
| Osaic Holdings, Inc. | $673.9K | 0 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $656.8K | 2,863 | 2026-06-30 |
| Win Advisors, Inc | $618.3K | 4 | 2026-06-30 |
| Summit Wealth Group LLC / Co | $609.2K | 39 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $596.4K | 0 | 2026-06-30 |
| Merit Financial Group, LLC | $586.7K | 295 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $524.5K | 0 | 2026-06-30 |
| Sigma Planning Corp | $505.4K | 474 | 2026-06-30 |
| Atria Investments, Inc | $481.5K | 6 | 2026-06-30 |
| Lasalle St. Investment Advisors, LLC | $393.6K | 161 | 2026-06-30 |
| Lifewealth Investments, LLC | $382.2K | 9 | 2026-06-30 |
| Envestnet Portfolio Solutions, Inc. | $372K | 3 | 2026-06-30 |
| Goldman Sachs Group Inc | $369.2K | 0 | 2026-06-30 |
| Gts Securities LLC | $341K | 0 | 2026-06-30 |
| Strategic Blueprint, LLC | $309.1K | 55 | 2026-06-30 |
| Koshinski Asset Management, Inc. | $306.5K | 69 | 2026-06-30 |
| Iht Wealth Management LLC | $304.7K | 159 | 2026-06-30 |
| Kavar Capital Partners Group, LLC | $292.8K | 4 | 2026-06-30 |
| Oneascent Wealth Management | $283.4K | 12 | 2026-06-30 |
| Kovack Advisors, Inc. | $281.2K | 258 | 2026-06-30 |
| Independent Advisor Alliance, LLC | $271.2K | 302 | 2026-06-30 |
| Black Diamond Financial, LLC | $270.1K | 12 | 2026-06-30 |
| Independent Financial Group, LLC | $263.7K | 481 | 2026-06-30 |
| Verus Capital Partners, LLC | $260.4K | 47 | 2026-06-30 |
| Regal Investment Advisors LLC | $251.1K | 117 | 2026-06-30 |
| Bank of New York Mellon Corp | $232.6K | 0 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $228.5K | 21 | 2026-06-30 |
| Mercer Global Advisors Inc /adv | $222K | 0 | 2026-06-30 |
| Kingsview Wealth Management, LLC | $216.9K | 115 | 2026-06-30 |
| Ameritas Advisory Services, LLC | $212.4K | 550 | 2026-06-30 |
| Bip Wealth, LLC | $207.9K | 62 | 2026-06-30 |
| Faithward Advisors, LLC | $201.3K | 18 | 2026-06-30 |
| Royal Bank of Canada | $193K | 0 | 2026-06-30 |
| Nemes Rush Group LLC | $157.5K | 9 | 2026-06-30 |
| New. Advisory Services, LLC | $138.7K | 15 | 2026-06-30 |
| Rockefeller Capital Management LP | $118.8K | 346 | 2026-06-30 |
| Morgan Stanley | $103.7K | 23,185 | 2026-06-30 |
| Arax Advisory Partners | $92.3K | 232 | 2026-06-30 |
| Fmr LLC | $65.3K | 0 | 2026-06-30 |
| Newedge Advisors | $63.4K | 601 | 2026-06-30 |
| Harbour Investments, Inc. | $59.5K | 247 | 2026-06-30 |
| Bank of New Hampshire | $55K | 0 | 2026-06-30 |
| Corecap Advisors, LLC | $42.2K | 118 | 2026-06-30 |
| Shp Wealth Management | $39K | 32 | 2026-06-30 |
| Coastline Trust Co | $31.7K | 0 | 2026-06-30 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | $27.5K | 0 | 2026-06-30 |
| Fifth Third Bancorp | $25.2K | 0 | 2026-06-30 |
| Ifg Advisory, LLC | $24.6K | 110 | 2026-06-30 |
| Smartleaf Asset Management LLC | $20.6K | 9 | 2026-06-30 |
| Jpmorgan Chase & Co | $20.4K | 0 | 2026-06-30 |
| Comerica Bank | $20.3K | 0 | 2025-12-31 |
| Buck Wealth Strategies, LLC | $16.3K | 50 | 2026-06-30 |
| Assetmark, Inc | $6.8K | 220 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $6K | 3,940 | 2026-03-31 |
| Blue Trust, Inc. | $5.8K | 0 | 2026-06-30 |
| Ameritas Investment Partners, Inc. | $2.5K | 7 | 2026-06-30 |
| Janney Montgomery Scott LLC | $363 | 1,342 | 2026-06-30 |
| Wells Fargo & Company/mn | $22 | 0 | 2026-06-30 |
| First Premier Bank | $11 | 0 | 2026-06-30 |