| Parafi Capital LP | $54.2M | 0 | 2026-06-30 |
| Wells Fargo & Company/mn | $44M | 0 | 2026-06-30 |
| Schonfeld Strategic Advisors LLC | $36.5M | 0 | 2026-06-30 |
| Beaird Harris Wealth Management, LLC | $29.9M | 18 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $28.9M | 0 | 2026-06-30 |
| Kaleidoscope Capital | $19.1M | 0 | 2026-06-30 |
| Vise Technologies, Inc. | $15.8M | 0 | 2026-06-30 |
| Jane Street Group, LLC | $13.4M | 0 | 2026-06-30 |
| Millennium Management LLC | $11.7M | 0 | 2026-06-30 |
| Consolidated Portfolio Review Corp | $10.7M | 67 | 2026-06-30 |
| Pine Ridge Advisers LLC | $10.7M | 0 | 2026-06-30 |
| Traphagen Investment Advisors LLC | $10.5M | 16 | 2026-06-30 |
| Cwm, LLC | $10.4M | 667 | 2026-03-31 |
| Magnus Financial Group LLC | $10.3M | 10 | 2026-06-30 |
| Bank of America Corp /de | $10.1M | 0 | 2026-06-30 |
| Clear Creek Financial Management, LLC | $9.7M | 44 | 2026-06-30 |
| Refined Wealth Management | $8M | 5 | 2026-06-30 |
| Crumly & Associates Inc. | $7.9M | 6 | 2026-06-30 |
| Fielder Capital Group LLC | $7.9M | 8 | 2026-06-30 |
| Morgan Stanley | $7.5M | 23,185 | 2026-06-30 |
| Orion Porfolio Solutions, LLC | $7.4M | 199 | 2026-06-30 |
| Rpg Family Wealth Advisory, LLC | $6.7M | 13 | 2026-03-31 |
| Imc-Chicago, LLC | $5.8M | 0 | 2026-06-30 |
| Sanctuary Advisors, LLC | $5.5M | 401 | 2026-06-30 |
| Avenir Tech Ltd | $5.5M | 0 | 2026-06-30 |
| Fmp Wealth Advisers | $5.3M | 14 | 2026-06-30 |
| Unique Wealth, LLC | $5.3M | 14 | 2026-06-30 |
| Farringdon Capital, Ltd. | $4.9M | 0 | 2026-06-30 |
| Ankerstar Wealth, LLC | $4.9M | 6 | 2026-06-30 |
| Magnolia Capital Advisors LLC | $4.9M | 16 | 2026-06-30 |
| Carter Financial Group, Inc. | $4.5M | 5 | 2026-06-30 |
| Guggenheim Capital LLC | $4.3M | 0 | 2026-06-30 |
| Susquehanna International Group, LLP | $4M | 0 | 2026-06-30 |
| Summit Financial, LLC | $3.9M | 229 | 2026-06-30 |
| Envestnet Pmc | $3.9M | 60 | 2026-06-30 |
| MML Investors Services, LLC | $3.9M | 5,120 | 2026-06-30 |
| Ieq Capital, LLC | $3.8M | 197 | 2026-06-30 |
| Quadrature Capital Ltd | $3.7M | 0 | 2026-06-30 |
| Meitav Investment House Ltd | $3.7M | 0 | 2026-06-30 |
| Rfg Advisory, LLC | $3.6M | 191 | 2026-06-30 |
| Visionary Wealth Advisors | $3.6M | 46 | 2026-06-30 |
| Beam Wealth Advisors, Inc. | $3.5M | 25 | 2026-06-30 |
| Wiser Wealth Management, Inc | $3.1M | 5 | 2026-06-30 |
| Citadel Advisors LLC | $3.1M | 0 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $3.1M | 1,026 | 2026-06-30 |
| White Knight Strategic Wealth Advisors, LLC | $3.1M | 3 | 2026-06-30 |
| First Trust Advisors LP | $3M | 607 | 2026-06-30 |
| Salus Financial Advisors | $2.9M | 4 | 2026-06-30 |
| Soltis Investment Advisors LLC | $2.7M | 78 | 2026-06-30 |
| Qube Research & Technologies Ltd | $2.5M | 0 | 2026-06-30 |
| Cliftonlarsonallen Wealth Advisors, LLC | $2.5M | 99 | 2026-06-30 |
| Highline Wealth Partners LLC | $2.4M | 17 | 2026-06-30 |
| Hightower Advisors, LLC | $2.4M | 1,046 | 2026-06-30 |
| Balance Wealth | $2.4M | 9 | 2026-06-30 |
| Optima Capital LLC | $2.3M | 6 | 2026-06-30 |
| Savant Wealth Management | $2.3M | 405 | 2026-06-30 |
| Focus Partners Wealth | $2.2M | 1,048 | 2026-06-30 |
| Jpmorgan Chase & Co | $2.2M | 0 | 2026-06-30 |
| Proficio Capital Partners LLC | $2M | 2 | 2026-06-30 |
| Captrust Wealth Advisors | $2M | 20 | 2026-06-30 |
| Creative Planning | $1.9M | 1,171 | 2026-06-30 |
| Advance Capital Management, Inc. | $1.9M | 31 | 2026-06-30 |
| Perigon Wealth Management, LLC | $1.8M | 92 | 2026-06-30 |
| New Edge Wealth | $1.8M | 151 | 2026-06-30 |
| Signature Wealth Management Group | $1.7M | 0 | 2026-03-31 |
| Renaissance Technologies LLC | $1.7M | 0 | 2026-06-30 |
| Fiduciary Financial Advisors | $1.7M | 51 | 2026-06-30 |
| A16z Perennial Management, LP | $1.6M | 0 | 2026-06-30 |
| Precision Wealth Strategies, LLC | $1.6M | 8 | 2026-06-30 |
| Arax Advisory Partners | $1.5M | 232 | 2026-06-30 |
| Mrp Capital Investments, LLC | $1.5M | 3 | 2026-06-30 |
| Palatine Hill Wealth Management | $1.3M | 4 | 2026-06-30 |
| Onedigital Investment Advisors LLC | $1.3M | 386 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $1.3M | 0 | 2026-06-30 |
| O'Dell Group, LLC | $1.3M | 0 | 2025-09-30 |
| Keel Point, LLC | $1.2M | 49 | 2026-06-30 |
| Vance Wealth | $1.2M | 13 | 2026-06-30 |
| Ff Advisors, LLC | $1.1M | 0 | 2026-06-30 |
| Wt Wealth Management | $1.1M | 13 | 2026-06-30 |
| Embree Financial Group | $1.1M | 13 | 2026-06-30 |
| Claro Advisors Inc. | $1.1M | 20 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $1.1M | 481 | 2026-06-30 |
| 3edge Asset Management, LP | $1.1M | 15 | 2026-06-30 |
| Brandywine Oak Private Wealth LLC | $1.1M | 10 | 2026-06-30 |
| Revisor Wealth Management LLC | $1M | 9 | 2026-06-30 |
| Savvy Advisors, Inc. | $1M | 214 | 2026-06-30 |
| CIBC Private Wealth Group LLC | $950.9K | 0 | 2025-12-31 |
| Independent Financial Group, LLC | $908.5K | 481 | 2026-06-30 |
| Bonfire Financial, LLC | $907.7K | 4 | 2026-06-30 |
| Strategic Family Wealth Counselors, LLC | $907.6K | 4 | 2026-06-30 |
| New Harbor Financial Group, LLC | $898.9K | 5 | 2026-06-30 |
| Lake Street Private Wealth, LLC | $897K | 6 | 2026-06-30 |
| Waverly Advisors, LLC | $887.5K | 231 | 2026-06-30 |
| U.S. Capital Wealth Advisors, LLC | $874.8K | 0 | 2026-03-31 |
| Emerald Advisors, LLC | $869K | 4 | 2026-06-30 |
| Mgo One Seven LLC | $848.9K | 118 | 2026-06-30 |
| Trek Financial, LLC | $834.1K | 63 | 2026-06-30 |
| Capital Wealth Alliance, LLC | $814.4K | 3 | 2026-06-30 |
| Mason & Associates Inc | $780.2K | 8 | 2026-06-30 |
| Global Retirement Partners LLC | $778.5K | 491 | 2026-06-30 |
| Mariner, LLC | $775.1K | 0 | 2026-06-30 |
| Planvest Financial, Inc | $752.9K | 6 | 2026-06-30 |
| Brookstone Capital Management | $752.2K | 337 | 2026-06-30 |
| Silver Oak Securities, Incorporated | $750K | 117 | 2026-06-30 |
| Migdal Insurance & Financial Holdings Ltd. | $727.3K | 0 | 2026-06-30 |
| Mai Capital Management | $724.8K | 308 | 2026-06-30 |
| Twelve Points Wealth Management LLC | $724.6K | 20 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $720.5K | 21 | 2026-06-30 |
| Wealthstar Advisors, LLC | $708.6K | 9 | 2026-06-30 |
| True Private Wealth Advisors | $705.4K | 11 | 2026-06-30 |
| Belpointe Asset Management LLC | $696.1K | 170 | 2026-06-30 |
| Diversify Advisory Services, LLC | $665.1K | 116 | 2026-06-30 |
| Diversify Wealth Management, LLC | $665.1K | 78 | 2026-06-30 |
| Parr McKnight Wealth Management Group, LLC | $656.8K | 10 | 2026-06-30 |
| Fell Capital Management /adv | $653K | 0 | 2026-06-30 |
| Farther Finance Advisors, LLC | $651.1K | 334 | 2026-06-30 |
| Eagle Global Advisors LLC | $646.8K | 8 | 2026-06-30 |
| Earned Wealth Advisors, LLC | $630K | 46 | 2026-06-30 |
| Nikulski Financial, Inc. | $625K | 8 | 2026-06-30 |
| Dearborn Partners LLC | $624.1K | 9 | 2026-06-30 |
| Hohimer Wealth Management, LLC | $603K | 13 | 2026-06-30 |
| Wealth Watch Advisors, Inc | $602.5K | 52 | 2026-06-30 |
| Intellectus Partners, LLC | $597.4K | 6 | 2026-06-30 |
| Pekin Hardy Strauss, Inc. | $563.1K | 8 | 2026-06-30 |
| Miller Global Investments, LLC | $558.1K | 2 | 2026-06-30 |
| CIBC Bancorp USA Inc. | $555K | 0 | 2026-06-30 |
| Concentrum Wealth Management | $546.7K | 5 | 2026-06-30 |
| Next Level Wealth Planning, LLC | $533.2K | 5 | 2026-06-30 |
| Lpl Financial LLC | $527.6K | 23,458 | 2026-06-30 |
| Harbour Wealth Management Group, Inc. | $525.7K | 3 | 2026-06-30 |
| Roman Butler Fullerton & Co | $523.8K | 12 | 2026-06-30 |
| Creativeone Wealth, LLC | $512K | 221 | 2026-06-30 |
| Bryn Mawr Trust Advisors, LLC | $504.6K | 55 | 2026-06-30 |
| Rfg Holdings, Inc. | $500.6K | 8 | 2026-06-30 |
| Atria Investments, Inc | $499.3K | 6 | 2026-06-30 |
| Financial Guidance Group, Inc. | $496.3K | 3 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $495.1K | 480 | 2026-06-30 |
| Echo45 Advisors LLC | $489.1K | 6 | 2026-06-30 |
| Laird Norton Wetherby Trust Company, LLC | $478.9K | 0 | 2026-06-30 |
| Newedge Advisors | $476K | 601 | 2026-06-30 |
| Morton Capital Management Llc/ca | $474.1K | 30 | 2026-06-30 |
| Sowell Financial Services LLC | $472.7K | 108 | 2026-06-30 |
| Captrust Financial Advisors | $471.1K | 962 | 2026-06-30 |
| Rockefeller Capital Management LP | $461.5K | 346 | 2026-06-30 |
| Drucker Wealth 3.0, LLC | $452K | 5 | 2026-06-30 |
| Lido Advisors, LLC | $451.1K | 320 | 2026-06-30 |
| Appalachian Capital Management Ltd | $437.7K | 2 | 2026-06-30 |
| Cra Financial Services, LLC | $430.7K | 12 | 2026-06-30 |
| Choate Investment Advisors | $423.5K | 15 | 2026-06-30 |
| Arete Wealth Advisors, LLC | $419.3K | 146 | 2026-06-30 |
| Cary Street Partners Financial LLC | $414.1K | 0 | 2026-06-30 |
| Exit Wealth Advisors, Llc. | $405.2K | 2 | 2026-06-30 |
| Archvest Wealth Advisors, Inc. | $389.4K | 5 | 2026-06-30 |
| Kestra Advisory Services, LLC | $389.3K | 1,479 | 2026-06-30 |
| Wealthcare Advisory Partners LLC | $384.4K | 170 | 2026-06-30 |
| Adamsbrown Wealth Consultants LLC | $369.2K | 15 | 2026-06-30 |
| Hexagon Capital Partners LLC | $363.4K | 5 | 2026-06-30 |
| Evanson Asset Management, LLC | $358.5K | 0 | 2026-03-31 |
| Bbr Partners, LLC | $350.5K | 60 | 2026-06-30 |
| Pure Portfolios Holdings LLC | $346.4K | 0 | 2025-12-31 |
| Composition Wealth, LLC | $346K | 76 | 2026-06-30 |
| Client 1st Advisory Group, LLC | $340.2K | 7 | 2026-06-30 |
| Scs Capital Management LLC | $338.9K | 80 | 2026-06-30 |
| Freestone Capital Holdings, LLC | $338.9K | 66 | 2026-06-30 |
| Daviman Financial, LLC | $338.4K | 4 | 2026-06-30 |
| Venture Visionary Partners LLC | $332.1K | 31 | 2026-06-30 |
| Wilmington Savings Fund Society, Fsb | $331.6K | 0 | 2026-06-30 |
| Ep Wealth Advisors, LLC | $330.6K | 338 | 2026-06-30 |
| Sax Wealth Advisors, LLC | $318.3K | 42 | 2026-06-30 |
| Worthpointe, LLC | $318K | 7 | 2026-06-30 |
| Sunpointe Investments | $316.5K | 11 | 2026-06-30 |
| Upper Left Wealth Management, LLC | $312.8K | 2 | 2026-06-30 |
| Hub Investment Partners, LLC | $312.8K | 118 | 2026-06-30 |
| Evanson Financial, LLC | $310.3K | 4 | 2026-06-30 |
| Gk Wealth Management LLC | $304.1K | 6 | 2026-06-30 |
| Onyx Bridge Wealth Group LLC | $294K | 22 | 2026-06-30 |
| Brown Brothers Harriman Mutual Fund Advisory Department | $290.5K | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $286.9K | 0 | 2026-06-30 |
| Oppenheimer & Co. Inc. | $283K | 1,166 | 2026-06-30 |
| Cresset Asset Management, LLC | $279.9K | 212 | 2026-06-30 |
| Coastline Trust Co | $277.9K | 0 | 2026-06-30 |
| Certior Financial Group, LLC | $264.5K | 8 | 2026-06-30 |
| Wick Capital Partners, LLC | $263.9K | 11 | 2026-06-30 |
| Steelpeak Wealth, LLC | $255.5K | 42 | 2026-06-30 |
| Maridea Wealth Management | $253.8K | 38 | 2026-06-30 |
| Mcf Advisors LLC | $253.4K | 33 | 2026-06-30 |
| Advisor Os, LLC | $251.6K | 2 | 2026-06-30 |
| Weaver Consulting Group, LLC | $251.2K | 4 | 2026-06-30 |
| Stenger Family Office, LLC | $250.6K | 7 | 2026-06-30 |
| Pasadena Private Wealth, LLC | $250.3K | 0 | 2026-06-30 |
| Sound Income Strategies, LLC | $250.2K | 118 | 2026-06-30 |
| Tcfg Wealth Management, LLC | $244.8K | 0 | 2026-03-31 |
| Cerity Partners LLC | $244.2K | 777 | 2026-06-30 |
| Harvest Investment Services, LLC | $242.2K | 27 | 2026-06-30 |
| Modern Wealth Management, LLC | $237.7K | 161 | 2026-06-30 |
| Columbia Advisory Partners LLC | $232.2K | 18 | 2026-06-30 |
| Fmi | $232K | 4 | 2026-06-30 |
| Raymond James Financial Inc | $227.3K | 0 | 2026-06-30 |
| Moisand Fitzgerald Tamayo, LLC | $225.9K | 10 | 2026-06-30 |
| Ritholtz Wealth Management | $224.4K | 58 | 2026-06-30 |
| Pine Valley Investments Ltd Liability Co | $223.4K | 33 | 2026-06-30 |
| Moneta Group Investment Advisors LLC | $223.4K | 256 | 2026-06-30 |
| Empower Advisory Group, LLC | $218.6K | 1,980 | 2026-06-30 |
| Tenet Wealth Partners, LLC | $216.3K | 3 | 2026-06-30 |
| Institute for Wealth Management, Llc. | $214.3K | 13 | 2026-06-30 |
| Apella Capital, LLC | $210.2K | 104 | 2026-06-30 |
| Prime Capital Financial | $206.9K | 265 | 2026-06-30 |
| Ellerson Group Inc /adv | $205.7K | 2 | 2026-06-30 |
| Brucke Financial, Inc. | $202.6K | 5 | 2026-06-30 |
| Ballew Advisors Inc | $200.3K | 9 | 2026-06-30 |
| Parallel Advisors, LLC | $188.2K | 75 | 2026-06-30 |
| Sankala Group LLC | $169.3K | 4 | 2026-06-30 |
| Fifth Third Bancorp | $158.7K | 0 | 2026-06-30 |
| Allworth Financial, LP | $155.2K | 317 | 2026-06-30 |
| Elequin Capital, LP | $153.1K | 0 | 2026-06-30 |
| Sunbelt Securities, Inc. | $101.8K | 63 | 2026-03-31 |
| Comerica Bank | $92.7K | 0 | 2025-12-31 |
| Richardson Capital Management LLC | $82.3K | 7 | 2026-06-30 |
| Rothschild Investment LLC | $82K | 18 | 2026-06-30 |
| Clark Wealth Partners, LLC | $79.7K | 4 | 2026-06-30 |
| Financial Gravity Asset Management, Inc. | $70.8K | 1 | 2026-03-31 |
| Strategic Wealth Partners, Ltd. | $68.5K | 0 | 2026-06-30 |
| Ross | $67.7K | 3 | 2026-06-30 |
| Fairway Wealth LLC | $63.8K | 15 | 2026-06-30 |
| Financial Gravity Companies, Inc. | $61.3K | 0 | 2026-06-30 |
| Private Wealth Asset Management | $61.2K | 22 | 2026-06-30 |
| Jpl Wealth Management, LLC | $58.8K | 2 | 2026-06-30 |
| Hollencrest Capital Management | $55.7K | 15 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $52.8K | 193 | 2026-06-30 |
| Walleye Trading LLC | $49.2K | 0 | 2026-06-30 |
| Turim 21 Investimentos Ltda. | $44.8K | 0 | 2026-06-30 |
| Kingdom Financial Group Llc. | $43.3K | 15 | 2026-06-30 |
| Signaturefd, LLC | $38.9K | 49 | 2026-06-30 |
| Park Place Capital Corp | $34.2K | 7 | 2026-06-30 |
| Massmutual Private Wealth & Trust, Fsb | $31.9K | 0 | 2026-06-30 |
| Zions Bancorporation, National Association /ut | $23.5K | 0 | 2026-06-30 |
| Quaker Wealth Management, LLC | $22.4K | 5 | 2026-06-30 |
| Founders Capital Management | $22.3K | 0 | 2026-06-30 |
| Lodestone Wealth Management LLC | $18.8K | 3 | 2026-06-30 |
| Continuum Advisory, LLC | $18.2K | 40 | 2026-06-30 |
| North Star Investment Management Corporation | $17.5K | 11 | 2026-06-30 |
| US Bancorp | $15.9K | 0 | 2026-06-30 |
| Ifp Advisors, Inc | $15.7K | 318 | 2026-06-30 |
| Vision Financial Markets LLC | $15.2K | 0 | 2026-06-30 |
| Cassaday & Co Wealth Management LLC | $15.2K | 47 | 2026-06-30 |
| Eversource Wealth Advisors, LLC | $14.1K | 77 | 2026-06-30 |
| Sjs Investment Services | $14K | 19 | 2026-06-30 |
| Johnson Financial Group, Inc. | $13.6K | 0 | 2026-06-30 |
| Cape Investment Advisory, Inc. | $11.2K | 35 | 2026-06-30 |
| Hrt Financial LP | $11.1K | 0 | 2026-06-30 |