| Morgan Stanley | $60.7M | 23,185 | 2026-06-30 |
| Bank of America Corp /de | $34.2M | 0 | 2026-06-30 |
| Comerica Bank | $22.9M | 0 | 2025-12-31 |
| Fifth Third Bancorp | $22.5M | 0 | 2026-06-30 |
| Raymond James Financial Inc | $20.4M | 0 | 2026-06-30 |
| Wells Fargo & Company/mn | $19.7M | 0 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $19.3M | 0 | 2026-06-30 |
| UBS Group AG | $19.1M | 0 | 2026-06-30 |
| Rockefeller Capital Management LP | $12.1M | 346 | 2026-06-30 |
| Lpl Financial LLC | $11.7M | 23,458 | 2026-06-30 |
| Silver Oak Securities, Incorporated | $11.1M | 117 | 2026-06-30 |
| Summit Financial, LLC | $8.3M | 229 | 2026-06-30 |
| Goldman Sachs Group Inc | $7.8M | 0 | 2026-06-30 |
| Jones Financial Companies LLLP | $5.9M | 0 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $5.3M | 2,863 | 2026-06-30 |
| Royal Bank of Canada | $5.2M | 0 | 2026-06-30 |
| Newedge Advisors | $5M | 601 | 2026-06-30 |
| Vise Technologies, Inc. | $4.9M | 0 | 2026-06-30 |
| Nations Financial Group Inc, /ia/ /adv | $4.7M | 0 | 2026-06-30 |
| Susquehanna International Group, LLP | $4.7M | 0 | 2026-06-30 |
| Larson Financial Group LLC | $4.6M | 67 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $3.7M | 480 | 2026-06-30 |
| Ameriprise Financial Inc | $3.6M | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $3.4M | 0 | 2026-06-30 |
| Level Four Advisory Services | $3.2M | 141 | 2026-06-30 |
| Private Advisor Group, LLC | $3.2M | 927 | 2026-06-30 |
| Envestnet Pmc | $2M | 60 | 2026-06-30 |
| Keystone Financial Group | $1.7M | 34 | 2026-06-30 |
| Allspring Global Investments Holdings, LLC | $1.3M | 0 | 2026-06-30 |
| Rossmore Private Capital | $1.2M | 4 | 2026-06-30 |
| Golden State Wealth Management, LLC | $1.1M | 47 | 2026-06-30 |
| Tbh Global Asset Management, LLC | $1M | 13 | 2026-06-30 |
| Smith Thornton Advisors LLC | $983.1K | 7 | 2026-06-30 |
| Money Concepts Capital Corp | $918K | 389 | 2026-06-30 |
| Pathstone Holdings, LLC | $863.9K | 0 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $844.9K | 1,026 | 2026-06-30 |
| Farther Finance Advisors, LLC | $778.3K | 334 | 2026-06-30 |
| Nwf Advisory Services Inc. | $756.7K | 106 | 2026-06-30 |
| Iht Wealth Management LLC | $728.4K | 159 | 2026-06-30 |
| Claro Advisors Inc. | $662.6K | 20 | 2026-06-30 |
| Cetera Investment Advisers | $598.7K | 10,370 | 2026-06-30 |
| Northern Trust Corp | $582.6K | 0 | 2026-06-30 |
| Great Valley Advisor Group, LLC | $490K | 205 | 2026-06-30 |
| Patriot Financial Group Insurance Agency, LLC | $475.7K | 35 | 2026-06-30 |
| Creative Planning | $462K | 1,171 | 2026-06-30 |
| Waverly Advisors, LLC | $429.1K | 231 | 2026-06-30 |
| Hightower Advisors, LLC | $418.4K | 1,046 | 2026-06-30 |
| Truwealth Advisors, LLC | $397.3K | 0 | 2026-03-31 |
| Bank of New York Mellon Corp | $381.2K | 0 | 2026-06-30 |
| Fmr LLC | $370.6K | 0 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $369.8K | 0 | 2026-06-30 |
| Mpwm Advisory Solutions, LLC | $336.9K | 15 | 2026-06-30 |
| Oneascent Family Offices | $326.3K | 9 | 2026-06-30 |
| Quantinno Capital Management LP | $323.2K | 0 | 2026-06-30 |
| Seia | $308.9K | 141 | 2026-06-30 |
| Marble Wealth, LLC | $304K | 5 | 2026-06-30 |
| Sei Investments Co | $263.7K | 0 | 2026-06-30 |
| Mai Capital Management | $256.9K | 308 | 2026-06-30 |
| Abel Hall, LLC | $237.1K | 7 | 2026-06-30 |
| Jpmorgan Chase & Co | $234.5K | 0 | 2026-06-30 |
| Seven Springs Wealth Group, LLC | $225K | 8 | 2026-06-30 |
| Calton & Associates, Inc. | $224.4K | 140 | 2026-06-30 |
| Ifp Advisors, Inc | $192.8K | 318 | 2026-06-30 |
| Westside Investment Management, LLC | $148.2K | 7 | 2026-06-30 |
| First Bancorp, Inc /me | $123.5K | 0 | 2026-06-30 |
| Mather Group, Llc. | $118.2K | 110 | 2026-06-30 |
| Lanark Financial, Inc. | $94.9K | 69 | 2026-06-30 |
| Cwm, LLC | $88.1K | 667 | 2026-03-31 |
| Central Trust Co | $61.1K | 0 | 2026-06-30 |
| Top Private Wealth Llc. | $57.8K | 2 | 2026-06-30 |
| Eversource Wealth Advisors, LLC | $43.5K | 77 | 2026-06-30 |
| Bokf, NA | $39.5K | 0 | 2026-06-30 |
| Key Financial, Inc. | $39.5K | 8 | 2026-06-30 |
| Ameriflex Group, Inc. | $31.1K | 212 | 2026-06-30 |
| Assetmark, Inc | $29.6K | 220 | 2026-06-30 |
| Harbour Investments, Inc. | $26K | 247 | 2026-06-30 |
| Vanguard Advisers Inc | $13.1K | 2,469 | 2026-06-30 |
| Compass Financial Management LLC | $5.1K | 46 | 2026-06-30 |
| Blackrock, Inc. | $4.9K | 0 | 2026-06-30 |
| Ae Wealth Management LLC | $4.7K | 471 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $2.7K | 3,940 | 2026-03-31 |
| Inspire Investing, LLC | $2.1K | 12 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $1.1K | 21 | 2026-06-30 |
| Qube Research & Technologies Ltd | $889 | 0 | 2026-06-30 |