| Alaska Permanent Capital Management, LLC | $44M | 1 | 2026-06-30 |
| Envestnet Pmc | $17.8M | 60 | 2026-06-30 |
| Alaska Wealth Advisors, LLC | $16.2M | 13 | 2026-06-30 |
| Columbus MacRo, LLC | $12.9M | 5 | 2026-06-30 |
| Hcm Wealth Advisors | $11.8M | 9 | 2026-06-30 |
| Cetera Investment Advisers | $10.8M | 10,370 | 2026-06-30 |
| American National Bank & Trust | $10M | 0 | 2026-06-30 |
| Inspire Advisors, LLC | $8.2M | 75 | 2026-06-30 |
| Lpl Financial LLC | $5.6M | 23,458 | 2026-06-30 |
| Ameritas Investment Partners, Inc. | $5.5M | 7 | 2026-06-30 |
| Stifel Financial Corp | $4.6M | 0 | 2026-06-30 |
| Assetmark, Inc | $4.6M | 220 | 2026-06-30 |
| Osaic Holdings, Inc. | $4.5M | 0 | 2026-06-30 |
| UBS Group AG | $4.4M | 0 | 2026-06-30 |
| Corecap Advisors, LLC | $3.5M | 118 | 2026-06-30 |
| Impact Investors, Inc | $3.2M | 3 | 2026-06-30 |
| Rhs Financial, LLC | $3.1M | 2 | 2026-06-30 |
| MML Investors Services, LLC | $3M | 5,120 | 2026-06-30 |
| Mengis Capital Management, Inc. | $2.9M | 6 | 2026-06-30 |
| Wealth Management Resources, Inc. | $2.8M | 6 | 2026-06-30 |
| Kestra Private Wealth Services, LLC | $2.6M | 206 | 2026-06-30 |
| Vanderpol Investments LLC | $2.3M | 3 | 2025-12-31 |
| Ifrah Financial Services, Inc. | $2M | 9 | 2026-06-30 |
| Millington Financial Advisors, LLC | $2M | 5 | 2026-06-30 |
| Madison Asset Management, LLC | $1.9M | 1 | 2026-06-30 |
| CIBC World Market Inc. | $1.6M | 0 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $1.4M | 2,863 | 2026-06-30 |
| Atria Investments, Inc | $1.4M | 6 | 2026-06-30 |
| Jane Street Group, LLC | $1.4M | 0 | 2026-06-30 |
| Lifetime Wealth Management P.C. | $1.2M | 5 | 2026-06-30 |
| Susquehanna International Group, LLP | $1.2M | 0 | 2026-06-30 |
| Alhambra Investment Management LLC | $1.1M | 5 | 2026-06-30 |
| Allstreet Capital Advisors LLC | $1.1M | 2 | 2026-06-30 |
| Intrack Investment Management Inc | $970.9K | 0 | 2026-06-30 |
| Cooper McManus | $855.6K | 63 | 2026-06-30 |
| Bcs Private Wealth Management | $844.4K | 4 | 2026-06-30 |
| Wealthspan Partners, LLC | $696.7K | 5 | 2026-06-30 |
| Iht Wealth Management LLC | $655.5K | 159 | 2026-06-30 |
| Crescent Grove Advisors, LLC | $559.1K | 21 | 2026-06-30 |
| Investment Research Partners | $535.1K | 7 | 2026-06-30 |
| Avail Investment Partners, LLC | $535.1K | 7 | 2026-06-30 |
| Secured Retirement Advisors, LLC | $487.9K | 5 | 2026-06-30 |
| Petra Financial Advisors Inc | $462K | 7 | 2026-06-30 |
| Andina Capital Management, LLC | $436.6K | 9 | 2026-06-30 |
| Citadel Advisors LLC | $401.2K | 0 | 2026-06-30 |
| World Investment Advisors | $396.2K | 359 | 2026-06-30 |
| Centurion Wealth Management LLC | $383.3K | 6 | 2026-06-30 |
| Schrum Private Wealth Management, LLC | $340.1K | 3 | 2026-06-30 |
| Triton Financial Group Inc | $320.7K | 1 | 2026-06-30 |
| Note Advisors, LLC | $305.4K | 6 | 2026-06-30 |
| Sheets Smith Wealth Management | $268.7K | 10 | 2026-06-30 |
| Cresset Asset Management, LLC | $253.3K | 212 | 2026-06-30 |
| Stokes Family Office LLC | $248.3K | 12 | 2026-06-30 |
| Jefferies Financial Group Inc. | $236.6K | 0 | 2026-06-30 |
| Mariner, LLC | $207.6K | 0 | 2026-06-30 |
| Meadowbrook Investment Advisors LLC | $184.7K | 2 | 2026-06-30 |
| Harbour Investments, Inc. | $111.8K | 247 | 2026-06-30 |
| Farther Finance Advisors, LLC | $101.2K | 334 | 2026-06-30 |
| Royal Bank of Canada | $69K | 0 | 2026-06-30 |
| Morgan Stanley | $68.4K | 23,185 | 2026-06-30 |
| Farmers & Merchants Investments Inc | $65.4K | 0 | 2026-06-30 |
| Strategic Investment Solutions, Inc. /il | $64.1K | 10 | 2026-06-30 |
| Planvest Financial, Inc | $59.3K | 6 | 2026-06-30 |
| Pension & Wealth Management Advisors, Inc. | $46.7K | 7 | 2026-06-30 |
| Eurizon Asset Management Hungary Ltd. | $23.9K | 0 | 2026-06-30 |
| Federation Des Caisses Desjardins Du Quebec | $22.7K | 0 | 2026-06-30 |
| Whipplewood Advisors, LLC | $22.4K | 5 | 2026-06-30 |
| Fifth Third Bancorp | $14.3K | 0 | 2026-06-30 |
| Comerica Bank | $14K | 0 | 2025-12-31 |
| Columbia River Financial Group | $5.5K | 4 | 2026-06-30 |
| Ifp Advisors, Inc | $4.5K | 318 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $4.3K | 21 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $3.5K | 0 | 2026-06-30 |
| Fdx Advisors, Inc. | $3.1K | 0 | 2026-06-30 |
| Caldwell Sutter Capital, Inc. | $2.4K | 8 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $1.7K | 481 | 2026-06-30 |
| Flow Traders U.S. LLC | $1.5K | 0 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $1.3K | 480 | 2026-06-30 |
| Nemes Rush Group LLC | $1.1K | 9 | 2026-06-30 |
| Creative Financial Designs Inc /adv | $922 | 0 | 2026-06-30 |
| Eversource Wealth Advisors, LLC | $888 | 77 | 2026-06-30 |
| Cohen & Steers, Inc. | $885 | 0 | 2026-06-30 |
| Park Avenue Securities LLC | $748 | 1,908 | 2026-06-30 |
| Fmr LLC | $433 | 0 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $320 | 3,940 | 2026-03-31 |
| Hrt Financial LP | $214 | 0 | 2026-06-30 |
| Jpmorgan Chase & Co | $32 | 0 | 2026-06-30 |
| Wells Fargo & Company/mn | $13 | 0 | 2026-06-30 |