| Lpl Financial LLC | $142.8M | 23,458 | 2026-06-30 |
| Raymond James Financial Inc | $93.3M | 0 | 2026-06-30 |
| Fiduciary Trust Co | $88.1M | 0 | 2026-06-30 |
| Composition Wealth, LLC | $83.6M | 76 | 2026-06-30 |
| Bank of New York Mellon Corp | $55.8M | 0 | 2026-06-30 |
| Newedge Advisors | $53.1M | 601 | 2026-06-30 |
| Royal Bank of Canada | $45.9M | 0 | 2026-06-30 |
| Koshinski Asset Management, Inc. | $39.6M | 69 | 2026-06-30 |
| Envestnet Pmc | $30.6M | 60 | 2026-06-30 |
| Cwm, LLC | $25.8M | 667 | 2026-03-31 |
| Wealth Enhancement Advisory Services, LLC | $24.6M | 1,026 | 2026-06-30 |
| Ferguson Shapiro LLC | $23.5M | 0 | 2026-06-30 |
| Rockefeller Capital Management LP | $23M | 346 | 2026-06-30 |
| Beaumont Financial Advisors, LLC | $22.4M | 16 | 2026-06-30 |
| Hightower Advisors, LLC | $21.8M | 1,046 | 2026-06-30 |
| Prism Advisors, Inc. | $20.3M | 5 | 2026-06-30 |
| Private Advisor Group, LLC | $18M | 927 | 2026-06-30 |
| Commonwealth Financial Services, LLC | $17.8M | 15 | 2026-06-30 |
| New Edge Wealth | $16.6M | 151 | 2026-06-30 |
| Stifel Financial Corp | $16.4M | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $16.2M | 0 | 2026-06-30 |
| Parallel Advisors, LLC | $15.8M | 75 | 2026-06-30 |
| Berger Financial Group, Inc | $15.4M | 51 | 2026-06-30 |
| Cetera Investment Advisers | $14.8M | 10,370 | 2026-06-30 |
| Mariner, LLC | $14M | 0 | 2026-06-30 |
| Morgan Stanley | $13.9M | 23,185 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $13.1M | 2,863 | 2026-06-30 |
| Ifp Advisors, Inc | $12.1M | 318 | 2026-06-30 |
| Capital Investment Counsel, LLC | $11.5M | 5 | 2026-06-30 |
| Arax Advisory Partners | $11.4M | 232 | 2026-06-30 |
| Kestra Advisory Services, LLC | $10.7M | 1,479 | 2026-06-30 |
| Axxcess Wealth Management, LLC | $10.3M | 38 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $9.4M | 480 | 2026-06-30 |
| Vestgen Advisors, LLC | $9.3M | 58 | 2026-06-30 |
| UBS Group AG | $9.1M | 0 | 2026-06-30 |
| Jane Street Group, LLC | $9M | 0 | 2026-06-30 |
| Pathstone Holdings, LLC | $8.9M | 0 | 2026-06-30 |
| Mach-1 Financial Group, LLC | $8.5M | 9 | 2026-06-30 |
| Atlanta Consulting Group Advisors, LLC | $8.5M | 8 | 2026-06-30 |
| Oxford Wealth Group, LLC | $8.3M | 0 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $8M | 481 | 2026-06-30 |
| Cullen/frost Bankers, Inc. | $8M | 0 | 2026-06-30 |
| Kintra Wealth, LLC | $8M | 47 | 2026-06-30 |
| Uniting Wealth Partners | $7.2M | 16 | 2026-06-30 |
| Truist Financial Corp | $7.1M | 0 | 2026-06-30 |
| Prairie Wealth Advisors, Inc. | $6.6M | 9 | 2026-06-30 |
| Meridian Wealth Management, LLC | $6.6M | 58 | 2026-06-30 |
| Dynamic | $6.3M | 75 | 2026-06-30 |
| Harbour Investments, Inc. | $6.1M | 247 | 2026-06-30 |
| Chris Bulman Inc | $6M | 7 | 2026-06-30 |
| Legacy Financial Independent Advisors LLC | $5.9M | 6 | 2026-06-30 |
| Hobart Private Capital, LLC | $5.8M | 12 | 2026-06-30 |
| Lakeridge Wealth Management LLC | $5.4M | 12 | 2026-06-30 |
| Philip James Wealth Mangement, LLC | $5.1M | 7 | 2026-06-30 |
| Susquehanna International Group, LLP | $4.9M | 0 | 2026-06-30 |
| &partners | $4.8M | 555 | 2026-06-30 |
| Brookstone Capital Management | $4.6M | 337 | 2026-06-30 |
| Private Wealth Asset Management | $4.6M | 22 | 2026-06-30 |
| Mutual Advisors, LLC | $4.6M | 153 | 2026-06-30 |
| Centennial Wealth Advisory LLC | $4.4M | 10 | 2026-06-30 |
| Flputnam Investment Management Co | $4.4M | 78 | 2026-06-30 |
| Mgo One Seven LLC | $4.1M | 118 | 2026-06-30 |
| Commerce Advisors, LLC | $4.1M | 5 | 2026-06-30 |
| Lincoln Capital Corp | $4.1M | 3 | 2026-06-30 |
| Fsb Premier Wealth Management, Inc. | $3.7M | 10 | 2026-06-30 |
| Symphony Financial, Ltd. Co. | $3.5M | 46 | 2026-06-30 |
| Farther Finance Advisors, LLC | $3.3M | 334 | 2026-06-30 |
| First National Trust Co | $3.2M | 0 | 2026-06-30 |
| Vise Technologies, Inc. | $3M | 0 | 2026-06-30 |
| Daymark Wealth Partners, LLC | $3M | 37 | 2026-06-30 |
| Alti Global, Inc. | $3M | 0 | 2026-06-30 |
| Blackhawk Capital Partners, LLC | $3M | 10 | 2026-06-30 |
| Inspirion Wealth Advisors, LLC | $2.8M | 10 | 2026-06-30 |
| Midwest Financial Group LLC | $2.7M | 11 | 2026-06-30 |
| Sanctuary Advisors, LLC | $2.5M | 401 | 2026-06-30 |
| Wespac Advisors Socal, LLC | $2.4M | 10 | 2026-06-30 |
| Leigh Baldwin & Co., LLC | $2.4M | 18 | 2026-06-30 |
| Boyer Financial Services, Inc. | $2.3M | 4 | 2026-06-30 |
| Sound Portfolio Advisors, LLC | $2.3M | 2 | 2026-06-30 |
| MML Investors Services, LLC | $2.1M | 5,120 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $2.1M | 0 | 2026-06-30 |
| Independent Financial Group, LLC | $2.1M | 481 | 2026-06-30 |
| Golden State Wealth Management, LLC | $2.1M | 47 | 2026-06-30 |
| Eastern Bank | $2M | 0 | 2026-06-30 |
| Spire Wealth Management | $2M | 3 | 2026-06-30 |
| Advyzon Investment Management, LLC | $2M | 2 | 2026-06-30 |
| Psi Advisors, LLC | $1.9M | 11 | 2026-06-30 |
| Legacy Capital Wealth Partners, LLC | $1.8M | 17 | 2026-06-30 |
| Main Street Financial Solutions, LLC | $1.8M | 41 | 2026-06-30 |
| Apollon Wealth Management, LLC | $1.6M | 151 | 2026-06-30 |
| Foundations Investment Advisors, LLC | $1.5M | 302 | 2026-06-30 |
| Fifth Third Securities, Inc. | $1.5M | 1,014 | 2026-06-30 |
| Dakota Wealth Management | $1.5M | 0 | 2026-06-30 |
| Advisor Os, LLC | $1.4M | 2 | 2026-06-30 |
| Jpmorgan Chase & Co | $1.4M | 0 | 2026-06-30 |
| Hbw Advisory Services LLC | $1.4M | 68 | 2026-06-30 |
| Equitable Holdings, Inc. | $1.4M | 0 | 2026-06-30 |
| Legacy Wealth Managment, Llc/id | $1.4M | 49 | 2026-06-30 |
| Wealthcare Advisory Partners LLC | $1.4M | 170 | 2026-06-30 |
| Cambridge Advisors Inc. | $1.4M | 4 | 2026-06-30 |
| Garden State Investment Advisory Services LLC | $1.4M | 33 | 2026-06-30 |
| Prospera Financial Services, Inc. | $1.4M | 270 | 2026-06-30 |
| Ducere Wealth Management LLC | $1.4M | 8 | 2026-06-30 |
| World Equity Group, Inc. | $1.3M | 56 | 2026-06-30 |
| Concurrent Investment Advisors, LLC | $1.3M | 349 | 2026-06-30 |
| Triumph Capital Management | $1.3M | 14 | 2026-06-30 |
| Meadow Creek Wealth Advisors, LLC | $1.3M | 5 | 2026-06-30 |
| Sigma Planning Corp | $1.2M | 474 | 2026-06-30 |
| Boyce & Associates Wealth Consulting, Inc. | $1.2M | 8 | 2026-06-30 |
| Wisconsin Wealth Advisors, LLC | $1.1M | 3 | 2026-06-30 |
| Clear Creek Financial Management, LLC | $1.1M | 44 | 2026-06-30 |
| Barrett & Company, Inc. | $1M | 4 | 2026-06-30 |
| Gts Securities LLC | $1M | 0 | 2026-06-30 |
| Citadel Advisors LLC | $965.4K | 0 | 2026-06-30 |
| Waverly Advisors, LLC | $965.2K | 231 | 2026-06-30 |
| Captrust Financial Advisors | $944.2K | 962 | 2026-06-30 |
| Aim Capital | $898.1K | 2 | 2026-06-30 |
| Quartz Partners, LLC | $834.4K | 29 | 2026-06-30 |
| Benjamin Edwards Inc | $808.9K | 0 | 2026-06-30 |
| Jefferies Financial Group Inc. | $790.6K | 0 | 2026-06-30 |
| Harvest Investment Services, LLC | $782.3K | 27 | 2026-06-30 |
| Triad Wealth Partners, LLC | $778.9K | 49 | 2026-06-30 |
| Rps Advisory Solutions LLC | $773.5K | 4 | 2026-06-30 |
| Parsons Capital Management Inc/ri | $720.5K | 14 | 2026-06-30 |
| Ameriprise Financial Inc | $661.2K | 0 | 2026-06-30 |
| Integrity Alliance, Llc. | $645.8K | 353 | 2026-06-30 |
| Ifg Advisory, LLC | $642.7K | 110 | 2026-06-30 |
| Wells Fargo & Company/mn | $636.8K | 0 | 2026-06-30 |
| Stonehaven Wealth & Tax Solutions | $624.4K | 2 | 2026-06-30 |
| Willner & Heller, LLC | $616.3K | 3 | 2026-06-30 |
| Pallas Capital Advisors, LLC | $570.8K | 27 | 2026-06-30 |
| Woodward Diversified Capital, LLC | $570.2K | 4 | 2026-06-30 |
| Roxbury Financial LLC | $525.7K | 2 | 2026-06-30 |
| D. E. Shaw & Co., LP | $524.4K | 0 | 2026-06-30 |
| Strategic Blueprint, LLC | $481.7K | 55 | 2026-06-30 |
| Rwa Wealth Partners, LLC | $476.9K | 72 | 2026-06-30 |
| Kestra Private Wealth Services, LLC | $476.5K | 206 | 2026-06-30 |
| Stratos Wealth Partners, Ltd. | $457.1K | 386 | 2026-06-30 |
| Uptick Partners, LLC | $452.6K | 17 | 2026-06-30 |
| McCarthy & Cox | $450.2K | 8 | 2025-12-31 |
| Coppell Advisory Solutions LLC | $429K | 76 | 2026-06-30 |
| International Assets Investment Management, LLC | $405.8K | 122 | 2026-06-30 |
| Atria Investments, Inc | $399.3K | 6 | 2026-06-30 |
| Gateway Wealth Partners, LLC | $370.7K | 101 | 2026-06-30 |
| Principal Securities, Inc. | $369K | 1,463 | 2026-06-30 |
| Kovack Advisors, Inc. | $361.9K | 258 | 2026-06-30 |
| J.W. Cole Advisors, Inc. | $359.5K | 499 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $359.1K | 21 | 2026-06-30 |
| Cornerstone Wealth Management, LLC | $351.4K | 0 | 2026-06-30 |
| Advisory Services Network | $341.7K | 253 | 2026-06-30 |
| Opal Wealth Advisors, LLC | $326.4K | 10 | 2026-06-30 |
| MacRoview Investment Management LLC | $316.9K | 4 | 2026-06-30 |
| Nations Financial Group Inc, /ia/ /adv | $313.9K | 0 | 2026-06-30 |
| Independent Advisor Alliance, LLC | $310.6K | 302 | 2026-06-30 |
| Pinnacle Financial Partners, Inc. | $302.8K | 0 | 2026-06-30 |
| RIA Advisory Group LLC | $302.5K | 21 | 2026-06-30 |
| Manchester Financial Inc | $301.5K | 11 | 2026-06-30 |
| Optivise Advisory Services LLC | $299K | 23 | 2026-06-30 |
| Calton & Associates, Inc. | $296.1K | 140 | 2026-06-30 |
| Gentry Private Wealth, LLC | $292.7K | 4 | 2026-06-30 |
| Perennial Investment Advisors, LLC | $277.9K | 49 | 2026-06-30 |
| Integrity Financial Corp /wa | $238.3K | 14 | 2026-06-30 |
| Aqr Capital Management LLC | $207.2K | 1 | 2026-06-30 |
| B. Riley Wealth Advisors, Inc. | $203.2K | 170 | 2026-06-30 |
| Crux Wealth Advisors | $200.8K | 9 | 2026-06-30 |
| Wealth Enhancement Trust Services, Inc. | $172.1K | 0 | 2026-06-30 |
| Synovus Financial Corp | $170.8K | 0 | 2025-09-30 |
| Geneos Wealth Management, Inc. | $156.6K | 193 | 2026-06-30 |
| Global Retirement Partners LLC | $140.7K | 491 | 2026-06-30 |
| Ae Wealth Management LLC | $122K | 471 | 2026-06-30 |
| Creative Financial Designs Inc /adv | $117.2K | 0 | 2026-06-30 |
| Topsail Wealth Management, LLC | $91.5K | 4 | 2026-06-30 |
| Tucker Asset Management LLC | $82K | 60 | 2026-06-30 |
| Archer Investment Corp | $58.7K | 78 | 2026-06-30 |
| Goalvest Advisory LLC | $50.2K | 6 | 2026-06-30 |
| Medallion Wealth Advisors, LLC | $45.8K | 6 | 2026-06-30 |
| Gen-Wealth Partners Inc | $35K | 8 | 2026-06-30 |
| Millstone Evans Group, LLC | $33.9K | 7 | 2026-06-30 |
| Janney Montgomery Scott LLC | $31.3K | 1,342 | 2026-06-30 |
| Manchester Capital Management LLC | $30.9K | 12 | 2026-06-30 |
| Private Trust Co NA | $30.5K | 0 | 2026-06-30 |
| Westside Investment Management, LLC | $22.3K | 7 | 2026-06-30 |
| Front Row Advisors LLC | $20.9K | 7 | 2026-06-30 |
| Smartleaf Asset Management LLC | $18.1K | 9 | 2026-06-30 |
| Regatta Research & Money Management LLC | $15.9K | 6 | 2026-06-30 |
| Lanark Financial, Inc. | $12.7K | 69 | 2026-06-30 |
| Ashton Thomas Private Wealth, LLC | $10.7K | 96 | 2026-06-30 |
| Fiduciary Financial Advisors | $9.1K | 51 | 2026-06-30 |
| Comprehensive Financial Planning, Inc./pa | $5.4K | 0 | 2026-06-30 |
| Obsidian Cio, LLC | $5.1K | 2 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $4.9K | 3,940 | 2026-03-31 |
| Dhjj Financial Advisors, Ltd. | $2.8K | 7 | 2026-06-30 |
| Jones Financial Companies LLLP | $2.1K | 0 | 2026-06-30 |
| Betterment LLC | $835 | 28 | 2026-06-30 |
| Hrt Financial LP | $338 | 0 | 2026-06-30 |
| Sbi Securities Co., Ltd. | $196 | 0 | 2026-06-30 |
| Hazlett, Burt & Watson, Inc. | $3 | 20 | 2026-06-30 |