| Inspire Advisors, LLC | $125.1M | 75 | 2026-06-30 |
| Oneascent Financial Services LLC | $21M | 85 | 2026-06-30 |
| Bare Financial Services, Inc | $20.3M | 10 | 2026-06-30 |
| Pax Financial Group, LLC | $17.3M | 15 | 2026-06-30 |
| Faithward Advisors, LLC | $16.8M | 18 | 2026-06-30 |
| Inspire Investing, LLC | $16.2M | 12 | 2026-06-30 |
| Lpl Financial LLC | $13.8M | 23,458 | 2026-06-30 |
| The Fiduciary Alliance | $13.6M | 49 | 2026-06-30 |
| Legacy Wealth | $11.2M | 5 | 2026-06-30 |
| Creative Financial Designs Inc /adv | $10.4M | 0 | 2026-06-30 |
| Turning Point Benefit Group, Inc. | $8.8M | 15 | 2026-06-30 |
| Silver Oak Securities, Incorporated | $6.7M | 117 | 2026-06-30 |
| Sound Financial Strategies Group, LLC | $6.5M | 5 | 2026-06-30 |
| Eversource Wealth Advisors, LLC | $6.2M | 77 | 2026-06-30 |
| Focus Partners Wealth | $5M | 1,048 | 2026-06-30 |
| United Capital Financial Advisors, LLC | $4.8M | 166 | 2026-06-30 |
| Simplicity Wealth, LLC | $4M | 0 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $3.4M | 0 | 2026-06-30 |
| World Investment Advisors | $3.4M | 359 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $3.4M | 2,863 | 2026-06-30 |
| Frontier Asset Management, LLC | $3.3M | 9 | 2026-06-30 |
| Kestra Advisory Services, LLC | $3.2M | 1,479 | 2026-06-30 |
| Plan A Wealth LLC | $3.1M | 8 | 2026-06-30 |
| Belpointe Asset Management LLC | $2.9M | 170 | 2026-06-30 |
| Range Financial Group LLC | $2.7M | 7 | 2026-06-30 |
| Ae Wealth Management LLC | $2.6M | 471 | 2026-06-30 |
| Security Financial Services, Inc. | $2.6M | 10 | 2026-06-30 |
| Osaic Holdings, Inc. | $2.2M | 0 | 2026-06-30 |
| Envestnet Pmc | $2.2M | 60 | 2026-06-30 |
| Sageoak Financial, LLC | $2.2M | 3 | 2026-06-30 |
| Worthpointe, LLC | $2.2M | 7 | 2026-06-30 |
| Strategic Equity Management | $2.1M | 8 | 2026-06-30 |
| Tulsa Wealth Advisors, Inc | $2M | 17 | 2026-06-30 |
| Lifeguide Financial Advisors, LLC | $2M | 16 | 2026-06-30 |
| Trust Point Inc. | $1.8M | 0 | 2026-06-30 |
| Moneywise, Inc. | $1.8M | 0 | 2026-06-30 |
| Raymond James Financial Inc | $1.5M | 0 | 2026-06-30 |
| Farther Finance Advisors, LLC | $1.5M | 334 | 2026-06-30 |
| Cetera Investment Advisers | $1.4M | 10,370 | 2026-06-30 |
| Gts Securities LLC | $1.4M | 0 | 2026-06-30 |
| Mosaic Family Wealth Partners, LLC | $1.3M | 19 | 2026-06-30 |
| Whitaker-Myers Wealth Managers, Ltd. | $994.3K | 16 | 2026-06-30 |
| Advisory Services Network | $950.7K | 253 | 2026-06-30 |
| Jane Street Group, LLC | $838.7K | 0 | 2026-06-30 |
| Ifp Advisors, Inc | $803.9K | 318 | 2026-06-30 |
| Envestnet Portfolio Solutions, Inc. | $795K | 3 | 2026-06-30 |
| Schwallier Wealth Management LLC | $793.2K | 4 | 2026-06-30 |
| Optivise Advisory Services LLC | $755.7K | 23 | 2026-06-30 |
| Carlson Financial, Inc. | $658.3K | 4 | 2026-06-30 |
| Keel Point, LLC | $643.6K | 49 | 2026-06-30 |
| Sanctuary Advisors, LLC | $614.2K | 401 | 2026-06-30 |
| Benjamin Edwards Inc | $597.6K | 0 | 2026-06-30 |
| Koss-Olinger Consulting, LLC | $550.8K | 18 | 2026-06-30 |
| Oneascent Wealth Management | $541.2K | 12 | 2026-06-30 |
| Harvest Investment Services, LLC | $533.1K | 27 | 2026-06-30 |
| Sterling Investment Advisors, Ltd. | $499.5K | 7 | 2026-06-30 |
| Mission Financial Group, LLC | $496.8K | 6 | 2026-06-30 |
| Discipline Wealth Solutions, Inc. | $488.6K | 19 | 2026-06-30 |
| Pinnacle Financial Partners, Inc. | $460.6K | 0 | 2026-06-30 |
| Hilltop Holdings Inc. | $452K | 0 | 2026-06-30 |
| Aqr Capital Management LLC | $437.3K | 1 | 2026-06-30 |
| Gambit Capital Management, LLC | $399.3K | 7 | 2026-06-30 |
| Bedel Financial Consulting, Inc. | $362.9K | 19 | 2026-06-30 |
| MML Investors Services, LLC | $360.1K | 5,120 | 2026-06-30 |
| Independent Advisor Alliance, LLC | $354.6K | 302 | 2026-06-30 |
| Hub Investment Partners, LLC | $343.2K | 118 | 2026-06-30 |
| Lasalle St. Investment Advisors, LLC | $321.6K | 161 | 2026-06-30 |
| Cornerstone Wealth Management, LLC | $319.2K | 0 | 2026-06-30 |
| Mathis Wealth Management | $312.2K | 5 | 2026-06-30 |
| Hfg Wealth Management, LLC | $301.4K | 3 | 2026-06-30 |
| Littlejohn Financial Services Inc | $301.2K | 4 | 2026-06-30 |
| Sagespring Wealth Partners | $295K | 126 | 2026-06-30 |
| Gateway Wealth Partners, LLC | $274.5K | 101 | 2026-06-30 |
| Delta Investment Management, LLC | $273.9K | 26 | 2026-06-30 |
| Cwm, LLC | $269K | 667 | 2026-03-31 |
| Strategic Blueprint, LLC | $261.1K | 55 | 2026-06-30 |
| Van Diest Capital, LLC | $259.5K | 8 | 2026-06-30 |
| Gem Asset Management, LLC | $232.3K | 4 | 2026-06-30 |
| Courier Capital LLC | $229K | 14 | 2026-06-30 |
| Principal Securities, Inc. | $228.6K | 1,463 | 2026-06-30 |
| Allen Capital Group, LLC | $219.2K | 22 | 2026-06-30 |
| Clear Creek Financial Management, LLC | $212.2K | 44 | 2026-06-30 |
| Gwn Securities Inc. | $209.7K | 449 | 2026-06-30 |
| Corient Private Wealth LP | $205.2K | 674 | 2026-06-30 |
| Continuum Advisory, LLC | $201.2K | 40 | 2026-06-30 |
| Ameritas Investment Partners, Inc. | $191.5K | 7 | 2026-06-30 |
| Rossby Financial, Lcc | $173.4K | 31 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $170.6K | 193 | 2026-06-30 |
| Cornerstone Financial Management LLC | $136.2K | 4 | 2026-06-30 |
| Ameritas Advisory Services, LLC | $104.2K | 550 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $99.8K | 481 | 2026-06-30 |
| Advisornet Wealth Partners | $95.4K | 58 | 2026-06-30 |
| Ifg Advisory, LLC | $95.1K | 110 | 2026-06-30 |
| Westside Investment Management, LLC | $74.7K | 7 | 2026-06-30 |
| Shp Wealth Management | $72.3K | 32 | 2026-06-30 |
| Arax Advisory Partners | $62.4K | 232 | 2026-06-30 |
| Morgan Stanley | $56.6K | 23,185 | 2026-06-30 |
| O'Shaughnessy Asset Management, LLC | $54K | 58 | 2026-06-30 |
| Assetmark, Inc | $52K | 220 | 2026-06-30 |
| New. Advisory Services, LLC | $40.6K | 15 | 2026-06-30 |
| Fmr LLC | $36.6K | 0 | 2026-06-30 |
| Peoples Financial Services Corp. | $22.5K | 0 | 2026-06-30 |
| Harbour Investments, Inc. | $22.2K | 247 | 2026-06-30 |
| Go Invest LLC | $19.1K | 1 | 2026-06-30 |
| Newedge Advisors | $15.3K | 601 | 2026-06-30 |
| Keating Financial Advisory Services, Inc. | $13.8K | 25 | 2026-06-30 |
| Winch Financial | $11.4K | 7 | 2026-06-30 |
| Iag Wealth Partners, LLC | $8.5K | 17 | 2026-06-30 |
| Smartleaf Asset Management LLC | $8.5K | 9 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $5.9K | 21 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $5K | 480 | 2026-06-30 |
| Blue Trust, Inc. | $3.6K | 0 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $2.2K | 3,940 | 2026-03-31 |
| Thrivent Financial for Lutherans | $524 | 0 | 2026-06-30 |
| Allworth Financial, LP | $382 | 317 | 2026-06-30 |
| Betterment LLC | $275 | 28 | 2026-06-30 |
| Janney Montgomery Scott LLC | $205 | 1,342 | 2026-06-30 |
| Main Street Group, Ltd | $114 | 9 | 2026-06-30 |
| Cx Institutional | $17 | 80 | 2026-06-30 |
| Fny Investment Advisers, LLC | $1 | 0 | 2026-06-30 |