| Orgel Wealth Management, LLC | $625.9M | 31 | 2026-06-30 |
| Beaird Harris Wealth Management, LLC | $15.6M | 18 | 2026-06-30 |
| Cgn Advisors LLC | $7.2M | 36 | 2026-06-30 |
| Werba Rubin Papier Wealth Management, LLC | $7.1M | 7 | 2026-06-30 |
| TD Capital Management LLC | $6.2M | 8 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $5.2M | 480 | 2026-06-30 |
| Keystone Financial Group, Inc. | $4.6M | 7 | 2026-06-30 |
| Entruity Wealth, LLC | $4.6M | 2 | 2026-06-30 |
| Bell Bank | $4.2M | 0 | 2026-06-30 |
| Pinnacle Financial Group, LLC / Il | $3.1M | 4 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $2M | 2,863 | 2026-06-30 |
| TD Waterhouse Canada Inc. | $1.7M | 0 | 2026-06-30 |
| Robertson Stephens Wealth Management, LLC | $1.6M | 72 | 2026-06-30 |
| Sanctuary Advisors, LLC | $1.6M | 401 | 2026-06-30 |
| Eldridge Investment Advisors Inc | $1.3M | 8 | 2026-06-30 |
| North Star Investment Management Corporation | $1.2M | 11 | 2026-06-30 |
| Mills Wealth Advisors, LLC | $1.1M | 7 | 2026-06-30 |
| Balboa Wealth Partners, Inc. | $1.1M | 26 | 2026-06-30 |
| Barnes Pettey Financial Advisors, LLC | $992.3K | 8 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $942.1K | 1,026 | 2026-06-30 |
| American Investment Services, Inc. | $909.4K | 6 | 2026-06-30 |
| Englebert Financial Advisers, LLC | $908.6K | 3 | 2026-06-30 |
| Citadel Advisors LLC | $907.6K | 0 | 2026-06-30 |
| Steel Grove Capital Advisors, LLC | $877.9K | 7 | 2026-06-30 |
| Lpl Financial LLC | $843.7K | 23,458 | 2026-06-30 |
| Prospera Financial Services, Inc. | $806.1K | 270 | 2026-06-30 |
| Aqr Capital Management LLC | $766.8K | 1 | 2026-06-30 |
| Worth Asset Management | $728.4K | 10 | 2026-06-30 |
| Kestra Advisory Services, LLC | $522.8K | 1,479 | 2026-06-30 |
| Essex Financial Services, Inc. | $434.4K | 33 | 2026-06-30 |
| Crusonia Wealth Advisors LLC | $423.3K | 17 | 2026-06-30 |
| Mariner, LLC | $413.6K | 0 | 2026-06-30 |
| Focus Partners Advisor Solutions, LLC | $389.3K | 42 | 2026-06-30 |
| Flagship Harbor Advisors, LLC | $350K | 60 | 2026-06-30 |
| Concurrent Investment Advisors, LLC | $343.8K | 349 | 2026-06-30 |
| Farther Finance Advisors, LLC | $331.7K | 334 | 2026-06-30 |
| Envestnet Pmc | $306.3K | 60 | 2026-06-30 |
| Gutierrez Wealth Advisory, LLC | $291.6K | 5 | 2026-06-30 |
| Burton Enright Welch | $274.5K | 12 | 2026-06-30 |
| MML Investors Services, LLC | $260.8K | 5,120 | 2026-06-30 |
| Aegis Wealth Management LLC | $250K | 0 | 2026-06-30 |
| Hbk Sorce Advisory LLC | $247.8K | 73 | 2026-06-30 |
| Concord Wealth Partners | $233.6K | 11 | 2026-06-30 |
| Cra Financial Services, LLC | $203.9K | 12 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $186.7K | 21 | 2026-06-30 |
| Cornerstone National Bank & Trust Co | $163.4K | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $62.6K | 0 | 2026-06-30 |
| Morgan Stanley | $27.4K | 23,185 | 2026-06-30 |
| Blue Trust, Inc. | $24.7K | 0 | 2026-06-30 |
| Cwm, LLC | $12K | 667 | 2026-03-31 |
| Vanguard Advisers Inc | $7.3K | 2,469 | 2026-06-30 |
| Royal Bank of Canada | $5K | 0 | 2026-06-30 |
| Hazlett, Burt & Watson, Inc. | $1.1K | 20 | 2026-06-30 |
| Betterment LLC | $538 | 28 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $275 | 3,940 | 2026-03-31 |
| Eversource Wealth Advisors, LLC | $76 | 77 | 2026-06-30 |