| Morgan Stanley | $287.9M | 23,185 | 2026-06-30 |
| Lpl Financial LLC | $77.3M | 23,458 | 2026-06-30 |
| Royal Bank of Canada | $62.6M | 0 | 2026-06-30 |
| Captrust Financial Advisors | $39.7M | 962 | 2026-06-30 |
| Raymond James Financial Inc | $38.5M | 0 | 2026-06-30 |
| Avior Wealth Management, LLC | $31.8M | 69 | 2026-06-30 |
| Sovereign Investment Advisors, LLC | $31.3M | 6 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $28.3M | 0 | 2026-06-30 |
| Bank of America Corp /de | $26.8M | 0 | 2026-06-30 |
| Bank of New York Mellon Corp | $23.1M | 0 | 2026-06-30 |
| Modern Wealth Management, LLC | $21M | 161 | 2026-06-30 |
| Legacy Cg, LLC | $19.7M | 4 | 2026-06-30 |
| Cwm, LLC | $19.4M | 667 | 2026-03-31 |
| Stratos Wealth Partners, Ltd. | $16.1M | 386 | 2026-06-30 |
| Nottingham Advisors, Inc. | $13.5M | 8 | 2026-06-30 |
| Capital Investment Counsel, LLC | $13.5M | 5 | 2026-06-30 |
| Twin Focus Capital Partners, LLC | $11.4M | 19 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $10.9M | 2,863 | 2026-06-30 |
| MML Investors Services, LLC | $10.1M | 5,120 | 2026-06-30 |
| Private Advisor Group, LLC | $9.7M | 927 | 2026-06-30 |
| Cetera Investment Advisers | $7.8M | 10,370 | 2026-06-30 |
| Meridian Wealth Management, LLC | $7.6M | 58 | 2026-06-30 |
| Dynamic | $7.5M | 75 | 2026-06-30 |
| Jane Street Group, LLC | $7.4M | 0 | 2026-06-30 |
| Waterloo Capital, LP | $5.7M | 57 | 2026-06-30 |
| Wlth Capital Management, LLC | $5.6M | 3 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $5.6M | 481 | 2026-06-30 |
| Courier Capital LLC | $5.4M | 14 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $5.4M | 480 | 2026-06-30 |
| Osaic Holdings, Inc. | $5.3M | 0 | 2026-06-30 |
| Focus Partners Wealth | $4.9M | 1,048 | 2026-06-30 |
| Proficio Capital Partners LLC | $4.8M | 2 | 2026-06-30 |
| Envestnet Pmc | $4.3M | 60 | 2026-06-30 |
| Kensington Asset Management, LLC | $4.3M | 7 | 2026-06-30 |
| S&A Financial Services, Inc. | $3.9M | 4 | 2026-06-30 |
| Trilogy Capital, Inc. | $3.7M | 72 | 2026-06-30 |
| Community Bank, N.A. | $3.6M | 0 | 2026-06-30 |
| Iht Wealth Management LLC | $3.3M | 159 | 2026-06-30 |
| Fig Financial Advisory Services Inc /adv | $3.2M | 3 | 2026-06-30 |
| Fifth Third Bancorp | $3.2M | 0 | 2026-06-30 |
| Brookwood Investment Group LLC | $3.1M | 69 | 2026-06-30 |
| Aureum Wealth Management, LLC | $3M | 3 | 2026-06-30 |
| Western Wealth Management, LLC | $2.7M | 112 | 2026-06-30 |
| Orion Porfolio Solutions, LLC | $2.6M | 199 | 2026-06-30 |
| &partners | $2.3M | 555 | 2026-06-30 |
| Comerica Bank | $2.1M | 0 | 2025-12-31 |
| Gotham Asset Management, LLC | $2.1M | 5 | 2026-06-30 |
| Hightower Advisors, LLC | $2M | 1,046 | 2026-06-30 |
| Base Wealth Management | $1.8M | 7 | 2026-06-30 |
| Gts Securities LLC | $1.8M | 0 | 2026-06-30 |
| Highpoint Advisor Group LLC | $1.6M | 114 | 2026-06-30 |
| Apollon Wealth Management, LLC | $1.6M | 151 | 2026-06-30 |
| Providence First Trust Co | $1.5M | 0 | 2026-06-30 |
| Newedge Advisors | $1.5M | 601 | 2026-06-30 |
| Insight Wealth Strategies, LLC | $1.5M | 9 | 2026-06-30 |
| Kestra Advisory Services, LLC | $1.4M | 1,479 | 2026-06-30 |
| 3edge Asset Management, LP | $1.4M | 15 | 2026-06-30 |
| Lri Investments, LLC | $1.3M | 25 | 2026-06-30 |
| Spirepoint Private Client, LLC | $1.3M | 9 | 2026-06-30 |
| Nations Financial Group Inc, /ia/ /adv | $1.2M | 0 | 2026-06-30 |
| Rockefeller Capital Management LP | $1.2M | 346 | 2026-06-30 |
| Lido Advisors, LLC | $1.1M | 320 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $1.1M | 1,026 | 2026-06-30 |
| Ifp Advisors, Inc | $1M | 318 | 2026-06-30 |
| Bxm Wealth LLC | $1M | 5 | 2026-06-30 |
| Stratos Investment Management, LLC | $967.3K | 7 | 2026-06-30 |
| Kestra Private Wealth Services, LLC | $918.7K | 206 | 2026-06-30 |
| Wealthcare Investment Partners LLC | $852.3K | 6 | 2026-06-30 |
| Arax Advisory Partners | $798.9K | 232 | 2026-06-30 |
| Pcg Wealth Advisors, LLC | $776.9K | 18 | 2026-06-30 |
| Sigma Planning Corp | $765.3K | 474 | 2026-06-30 |
| Equitable Holdings, Inc. | $741.4K | 0 | 2026-06-30 |
| Assetmark, Inc | $724.9K | 220 | 2026-06-30 |
| Sanctuary Advisors, LLC | $694.4K | 401 | 2026-06-30 |
| Gladstone Institutional Advisory LLC | $685.1K | 108 | 2026-06-30 |
| Trademark Financial Management, LLC | $647.1K | 2 | 2026-06-30 |
| Bay Colony Advisory Group, Inc D/b/a Bay Colony Advisors | $642K | 0 | 2026-06-30 |
| Thompson David Blair | $598.7K | 0 | 2026-06-30 |
| Mgo One Seven LLC | $593K | 118 | 2026-06-30 |
| Total Clarity Wealth Management, Inc. | $531.1K | 22 | 2026-06-30 |
| Rubicon Advisors, Gp | $526.7K | 11 | 2026-06-30 |
| Haven Private, LLC | $491.2K | 6 | 2026-06-30 |
| Arkadios Wealth Advisors | $458.1K | 226 | 2026-06-30 |
| D. E. Shaw & Co., LP | $451.8K | 0 | 2026-06-30 |
| Astoria Portfolio Advisors Llc. | $410.8K | 12 | 2026-06-30 |
| First Trust Advisors LP | $393.5K | 607 | 2026-06-30 |
| Balefire, LLC | $382.7K | 37 | 2026-06-30 |
| Principle Wealth | $371.7K | 21 | 2026-06-30 |
| Beacon Pointe Advisors, LLC | $365.3K | 466 | 2026-06-30 |
| Security Financial Services, Inc. | $325.4K | 10 | 2026-06-30 |
| Summit Financial, LLC | $316.9K | 229 | 2026-06-30 |
| Transcend Capital Advisors, LLC | $308K | 0 | 2026-06-30 |
| Barnes Wealth Management Group | $279.5K | 7 | 2026-06-30 |
| Smith, Moore & Co. | $277.9K | 45 | 2026-06-30 |
| Level Four Advisory Services | $272.5K | 141 | 2026-06-30 |
| Encompass More Asset Management | $262.5K | 86 | 2026-06-30 |
| Reliant Investment Partners, LLC | $262.2K | 3 | 2026-06-30 |
| Flagship Harbor Advisors, LLC | $258.6K | 60 | 2026-06-30 |
| Embree Financial Group | $255.4K | 13 | 2026-06-30 |
| UBS Group AG | $209.7K | 0 | 2026-06-30 |
| CIBC Private Wealth Group LLC | $124.4K | 0 | 2025-12-31 |
| Jpmorgan Chase & Co | $115.6K | 0 | 2026-06-30 |
| Harborfront Financial Group LLC | $97.8K | 4 | 2026-06-30 |
| Pinnacle Bancorp, Inc. | $84K | 0 | 2026-06-30 |
| Private Trust Co NA | $77.8K | 0 | 2026-06-30 |
| Wells Fargo & Company/mn | $68.3K | 0 | 2026-06-30 |
| Fmr LLC | $68.3K | 0 | 2026-06-30 |
| Jones Financial Companies LLLP | $56.6K | 0 | 2026-06-30 |
| Nbh Bank | $42.3K | 0 | 2026-06-30 |
| Harbor Asset Planning, Inc. | $20.2K | 2 | 2026-06-30 |
| Atlantic Union Bankshares Corp | $13.5K | 0 | 2026-06-30 |
| Crewe Advisors LLC | $7.5K | 26 | 2026-06-30 |
| Sittner & Nelson, LLC | $3.2K | 4 | 2026-06-30 |
| Flow Traders U.S. LLC | $3.1K | 0 | 2026-06-30 |
| Institute for Wealth Management, Llc. | $2.7K | 13 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $2.6K | 3,940 | 2026-03-31 |
| Mark Sheptoff Financial Planning LLC | $2.2K | 0 | 2026-06-30 |
| Park Avenue Securities LLC | $871 | 1,908 | 2026-06-30 |
| Capital Analysts, LLC | $359 | 608 | 2026-06-30 |
| Janney Montgomery Scott LLC | $233 | 1,342 | 2026-06-30 |
| Valley Wealth Managers, Inc. | $17 | 47 | 2026-06-30 |
| Larson Financial Group LLC | $7 | 67 | 2026-06-30 |