| Cetera Investment Advisers | $8.5M | 10,370 | 2026-06-30 |
| Raymond James Financial Inc | $7.7M | 0 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $4.5M | 2,863 | 2026-06-30 |
| Maltin Wealth Management, Inc. | $4.3M | 4 | 2026-06-30 |
| Grant Street Asset Management, Inc. | $3M | 8 | 2026-06-30 |
| US Bancorp | $3M | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $2.8M | 0 | 2026-06-30 |
| Lpl Financial LLC | $2.8M | 23,458 | 2026-06-30 |
| Sequent Planning LLC | $2.4M | 100 | 2026-06-30 |
| Susquehanna International Group, LLP | $1.7M | 0 | 2026-06-30 |
| Edelman Financial Engines | $1.7M | 722 | 2026-06-30 |
| Kestra Advisory Services, LLC | $1.6M | 1,479 | 2026-06-30 |
| Silver Oak Securities, Incorporated | $1.6M | 117 | 2026-06-30 |
| Ifp Advisors, Inc | $1.3M | 318 | 2026-06-30 |
| Cypress Wealth Services, LLC | $1.3M | 14 | 2026-06-30 |
| Ignite Planners LLC | $1.2M | 24 | 2026-06-30 |
| Csenge Advisory Group | $1.2M | 75 | 2026-06-30 |
| Northcrest Asset Manangement, LLC | $1.1M | 0 | 2026-06-30 |
| Main Street Financial Solutions, LLC | $1M | 41 | 2026-06-30 |
| Wealthgarden F.S. LLC | $980.7K | 5 | 2026-06-30 |
| Orion Porfolio Solutions, LLC | $977.9K | 199 | 2026-06-30 |
| Harbour Investments, Inc. | $779.1K | 247 | 2026-06-30 |
| Secured Retirement Advisors, LLC | $744.8K | 5 | 2026-06-30 |
| Oppenheimer & Co. Inc. | $673.7K | 1,166 | 2026-06-30 |
| Soa Wealth Advisors, Llc. | $608.1K | 10 | 2026-06-30 |
| Envestnet Pmc | $586.1K | 60 | 2026-06-30 |
| Diligent Investors, LLC | $573.5K | 3 | 2026-06-30 |
| Ep Wealth Advisors, LLC | $501.3K | 338 | 2026-06-30 |
| Nvest Financial, LLC | $499K | 6 | 2026-06-30 |
| Visionary Wealth Advisors | $479.9K | 46 | 2026-06-30 |
| Kovack Advisors, Inc. | $432.3K | 258 | 2026-06-30 |
| Avidian Wealth Enterprises, LLC | $420.8K | 43 | 2026-06-30 |
| Mariner, LLC | $420.8K | 0 | 2026-06-30 |
| Kingswood Wealth Advisors, LLC | $419.1K | 123 | 2026-06-30 |
| Dhjj Financial Advisors, Ltd. | $415.9K | 7 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $413.3K | 481 | 2026-06-30 |
| Prospera Financial Services, Inc. | $383K | 270 | 2026-06-30 |
| Bfi Wealth Solutions, LLC | $373.6K | 1 | 2026-06-30 |
| Fortress Private Ledger, LLC | $343.4K | 19 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $327K | 1,026 | 2026-06-30 |
| Winnacle Wealth, LLC | $320.7K | 6 | 2026-06-30 |
| Prosperity - An Eisneramper Company | $297.6K | 65 | 2026-06-30 |
| Kintra Wealth, LLC | $282.9K | 47 | 2026-06-30 |
| Onedigital Investment Advisors LLC | $276K | 386 | 2026-06-30 |
| Integrity Financial Corp /wa | $266.9K | 14 | 2026-06-30 |
| Creativeone Wealth, LLC | $259.7K | 221 | 2026-06-30 |
| Arkadios Wealth Advisors | $254.3K | 226 | 2026-06-30 |
| Luken Investment Analytics, LLC | $244.9K | 5 | 2026-06-30 |
| Farther Finance Advisors, LLC | $227.9K | 334 | 2026-06-30 |
| Rockefeller Capital Management LP | $220.8K | 346 | 2026-06-30 |
| Meadowbrook Wealth Management, LLC | $215.7K | 2 | 2026-06-30 |
| Pinnacle Wealth Planning Services, Inc. | $213.1K | 20 | 2026-06-30 |
| Capital Investment Advisory Services, LLC | $178.9K | 103 | 2026-06-30 |
| Fiduciary Financial Advisors | $158.8K | 51 | 2026-06-30 |
| Cwm, LLC | $112.1K | 667 | 2026-03-31 |
| Anfield Capital Management, LLC | $94.8K | 0 | 2026-03-31 |
| Sunbelt Securities, Inc. | $93.3K | 63 | 2026-03-31 |
| Ae Wealth Management LLC | $42.7K | 471 | 2026-06-30 |
| Fairman Group, LLC | $29.2K | 16 | 2026-06-30 |
| Lanark Financial, Inc. | $24.8K | 69 | 2026-06-30 |
| Noble Wealth Management Pbc. | $24.1K | 4 | 2026-06-30 |
| Creative Financial Designs Inc /adv | $16.9K | 0 | 2026-06-30 |
| Decker Retirement Planning Inc. | $16.5K | 10 | 2026-06-30 |
| International Assets Investment Management, LLC | $7.9K | 122 | 2026-06-30 |
| Morgan Stanley | $6.7K | 23,185 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $3.7K | 3,940 | 2026-03-31 |
| Park Square Financial Group LLC | $2.6K | 5 | 2026-06-30 |
| Jpmorgan Chase & Co | $1.8K | 0 | 2026-06-30 |
| Global Retirement Partners LLC | $1.4K | 491 | 2026-06-30 |
| Park Avenue Securities LLC | $642 | 1,908 | 2026-06-30 |
| Smartleaf Asset Management LLC | $214 | 9 | 2026-06-30 |
| Ogorek Anthony Joseph /NY/ /adv | $165 | 0 | 2026-06-30 |
| Hazlett, Burt & Watson, Inc. | $2 | 20 | 2026-06-30 |