| Great Valley Advisor Group, LLC | $49.3M | 205 | 2026-06-30 |
| Pinnacle Financial Partners, Inc. | $33.3M | 0 | 2026-06-30 |
| Pinnacle Financial Partners Inc | $28.3M | 0 | 2025-09-30 |
| Irc Wealth | $17.3M | 7 | 2026-06-30 |
| Morgan Stanley | $15.2M | 23,185 | 2026-06-30 |
| Kingsview Wealth Management, LLC | $8.9M | 115 | 2026-06-30 |
| Lpl Financial LLC | $7M | 23,458 | 2026-06-30 |
| Fiduciary Financial Advisors | $5.8M | 51 | 2026-06-30 |
| Bank of America Corp /de | $5.7M | 0 | 2026-06-30 |
| Gladstone Institutional Advisory LLC | $5.7M | 108 | 2026-06-30 |
| Cetera Investment Advisers | $3.5M | 10,370 | 2026-06-30 |
| Money Concepts Capital Corp | $2M | 389 | 2026-06-30 |
| Ddd Partners, LLC | $1.9M | 15 | 2026-06-30 |
| Farther Finance Advisors, LLC | $1.9M | 334 | 2026-06-30 |
| Citadel Advisors LLC | $1.7M | 0 | 2026-06-30 |
| Keystone Financial Group | $1.4M | 34 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $1.4M | 480 | 2026-06-30 |
| Raymond James Financial Inc | $1.3M | 0 | 2026-06-30 |
| Royal Bank of Canada | $1.3M | 0 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $985.9K | 0 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $941.3K | 2,863 | 2026-06-30 |
| Apella Capital, LLC | $900.1K | 104 | 2026-06-30 |
| Stifel Financial Corp | $848.3K | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $758.2K | 0 | 2026-06-30 |
| Wells Fargo & Company/mn | $743.9K | 0 | 2026-06-30 |
| Global Retirement Partners LLC | $670.8K | 491 | 2026-06-30 |
| Susquehanna International Group, LLP | $666.6K | 0 | 2026-06-30 |
| Landmark Wealth Management, LLC | $627.9K | 0 | 2026-06-30 |
| Allworth Financial, LP | $478K | 317 | 2026-06-30 |
| Newedge Advisors | $427.6K | 601 | 2026-06-30 |
| Strategic Blueprint, LLC | $392K | 55 | 2026-06-30 |
| Athena Wealth Management, LLC | $391.5K | 1 | 2026-06-30 |
| Qtr Family Wealth, LLC | $386K | 6 | 2026-06-30 |
| Hilltop Holdings Inc. | $312.8K | 0 | 2026-06-30 |
| Invariant Investment Management | $304.7K | 6 | 2026-06-30 |
| Rockefeller Capital Management LP | $259.4K | 346 | 2026-06-30 |
| Focus Financial | $235.8K | 121 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $75.6K | 481 | 2026-06-30 |
| Private Trust Co NA | $31.5K | 0 | 2026-06-30 |
| Sunbelt Securities, Inc. | $31.3K | 63 | 2026-03-31 |
| Fifth Third Bancorp | $29.3K | 0 | 2026-06-30 |
| UBS Group AG | $26.3K | 0 | 2026-06-30 |
| International Assets Investment Management, LLC | $14.6K | 122 | 2026-06-30 |
| TD Capital Management LLC | $7.9K | 8 | 2026-06-30 |
| Clearstead; Clearstead Advisory Solutions | $7.9K | 64 | 2026-06-30 |
| Fmr LLC | $7.4K | 0 | 2026-06-30 |
| Wpg Advisers, LLC | $3.8K | 4 | 2026-06-30 |
| Abound Wealth Management | $3.1K | 16 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $3.1K | 3,940 | 2026-03-31 |
| Thoroughbred Financial Services, LLC | $203 | 34 | 2026-06-30 |
| Coston, McIsaac & Partners | $4 | 10 | 2026-06-30 |