| Rpoa Advisors, Inc. | $428.7M | 33 | 2026-06-30 |
| Bank of New York Mellon Corp | $80.3M | 0 | 2026-06-30 |
| Kingsview Wealth Management, LLC | $10.2M | 115 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $8M | 193 | 2026-06-30 |
| Diversify Advisory Services, LLC | $5.7M | 116 | 2026-06-30 |
| Diversify Wealth Management, LLC | $5.7M | 78 | 2026-06-30 |
| Bank of America Corp /de | $3.2M | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $1.8M | 0 | 2026-06-30 |
| Morgan Stanley | $1.5M | 23,185 | 2026-06-30 |
| Zhang Financial LLC | $1.3M | 20 | 2026-06-30 |
| Cetera Investment Advisers | $1.2M | 10,370 | 2026-06-30 |
| Symphony Financial, Ltd. Co. | $1.1M | 46 | 2026-06-30 |
| Sentinel Pension Advisors, LLC | $1.1M | 51 | 2026-06-30 |
| Key Financial, Inc. | $954.6K | 8 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $945.6K | 0 | 2026-06-30 |
| Citadel Advisors LLC | $920.3K | 0 | 2026-06-30 |
| Lpl Financial LLC | $689.2K | 23,458 | 2026-06-30 |
| Crux Wealth Advisors | $641.5K | 9 | 2026-06-30 |
| Insigneo Advisory Services, LLC | $613.8K | 225 | 2026-06-30 |
| Sunrise Financial Services, LLC | $612.8K | 3 | 2026-06-30 |
| Envestnet Pmc | $597.5K | 60 | 2026-06-30 |
| Principal Securities, Inc. | $432K | 1,463 | 2026-06-30 |
| Jpmorgan Chase & Co | $422.8K | 0 | 2026-06-30 |
| Fmr LLC | $392.1K | 0 | 2026-06-30 |
| Equitable Holdings, Inc. | $384.4K | 0 | 2026-06-30 |
| Royal Bank of Canada | $283K | 0 | 2026-06-30 |
| Edelman Financial Engines | $275.3K | 722 | 2026-06-30 |
| Krilogy | $273.8K | 64 | 2026-06-30 |
| Fifth Third Wealth Advisors LLC | $258.2K | 66 | 2026-06-30 |
| Patriot Investment Management Group, Inc. | $247.8K | 15 | 2026-06-30 |
| M&T Bank Corp | $223K | 0 | 2026-06-30 |
| Raymond James Financial Inc | $221K | 0 | 2026-06-30 |
| Arlington Trust Co LLC | $156.1K | 0 | 2026-06-30 |
| Vanguard Advisers Inc | $72.4K | 2,469 | 2026-06-30 |
| UBS Group AG | $61.6K | 0 | 2026-06-30 |
| Kings Path Partners LLC | $24.3K | 4 | 2026-06-30 |
| Private Trust Co NA | $20.2K | 0 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $14.8K | 480 | 2026-06-30 |
| Global Retirement Partners LLC | $9.2K | 491 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $2.6K | 481 | 2026-06-30 |
| Harbour Investments, Inc. | $2.2K | 247 | 2026-06-30 |
| Flow Traders U.S. LLC | $501 | 0 | 2026-06-30 |
| Wells Fargo & Company/mn | $2 | 0 | 2026-06-30 |