| UBS Group AG | $71.5M | 0 | 2026-06-30 |
| Ae Wealth Management LLC | $28M | 471 | 2026-06-30 |
| Arvest Investments, Inc. | $24.1M | 204 | 2026-06-30 |
| Prudential PLC | $20.8M | 0 | 2026-06-30 |
| Lpl Financial LLC | $20.7M | 23,458 | 2026-06-30 |
| Syon Capital LLC | $20M | 12 | 2026-06-30 |
| Hancock Whitney Corp | $13.6M | 0 | 2026-06-30 |
| Morgan Stanley | $13.2M | 23,185 | 2026-06-30 |
| Prepared Retirement Institute LLC | $12.7M | 0 | 2026-06-30 |
| UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC | $11M | 0 | 2026-06-30 |
| Central Bank & Trust Co | $9.4M | 0 | 2026-06-30 |
| Wells Fargo & Company/mn | $9.2M | 0 | 2026-06-30 |
| Cetera Investment Advisers | $7.9M | 10,370 | 2026-06-30 |
| Bank of America Corp /de | $7.5M | 0 | 2026-06-30 |
| Raymond James Financial Inc | $6.7M | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $5.9M | 0 | 2026-06-30 |
| Schmidt P J Investment Management Inc | $4.8M | 0 | 2026-06-30 |
| Ameriprise Financial Inc | $4.3M | 0 | 2026-06-30 |
| Krilogy | $3.5M | 64 | 2026-06-30 |
| Ocean Park Asset Management, LLC | $3.1M | 12 | 2026-06-30 |
| Pathstone Holdings, LLC | $3M | 0 | 2026-06-30 |
| Franklin Resources Inc | $2.8M | 0 | 2026-06-30 |
| Insight Wealth Partners, LLC | $2.6M | 15 | 2026-06-30 |
| Envestnet Pmc | $2.4M | 60 | 2026-06-30 |
| TIAA-CREF Individual & Institutional Services, LLC | $2.1M | 1,721 | 2026-06-30 |
| Jones Financial Companies LLLP | $2M | 0 | 2026-06-30 |
| Guidance Capital, Inc. | $1.9M | 8 | 2026-06-30 |
| Jane Street Group, LLC | $1.9M | 0 | 2026-06-30 |
| Citadel Advisors LLC | $1.8M | 0 | 2026-06-30 |
| Rosenberg Matthew Hamilton | $1.5M | 4 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $1.4M | 2,863 | 2026-06-30 |
| First Trust Advisors LP | $1.4M | 607 | 2026-06-30 |
| Palogic Value Management, LP | $1.3M | 4 | 2026-06-30 |
| Veridan Wealth | $1.1M | 4 | 2026-06-30 |
| Ethos Capital Management, Inc. | $970.6K | 4 | 2026-06-30 |
| Bank of New York Mellon Corp | $958.5K | 0 | 2026-06-30 |
| Guggenheim Capital LLC | $910.3K | 0 | 2026-06-30 |
| Arete Wealth Advisors, LLC | $854.3K | 146 | 2026-06-30 |
| Willis Johnson & Associates, Inc. | $790.4K | 31 | 2026-06-30 |
| Hyundai Investments Co., Ltd. | $764.7K | 0 | 2026-06-30 |
| &partners | $715K | 555 | 2026-06-30 |
| Advisory Alpha, LLC | $691.3K | 66 | 2026-06-30 |
| Cogent Private Wealth, Inc. | $688.5K | 5 | 2026-06-30 |
| Mma Asset Management LLC | $626.1K | 20 | 2026-06-30 |
| Heck Capital Advisors, LLC | $621K | 24 | 2026-06-30 |
| Comerica Bank | $564.2K | 0 | 2025-12-31 |
| City Center Advisors, LLC | $561.8K | 7 | 2026-06-30 |
| Visionary Wealth Advisors | $450.3K | 46 | 2026-06-30 |
| Columbus MacRo, LLC | $429K | 5 | 2026-06-30 |
| Fifth Third Bancorp | $402K | 0 | 2026-06-30 |
| Ifp Advisors, Inc | $382.8K | 318 | 2026-06-30 |
| Ridgewood Investments LLC | $336K | 4 | 2026-06-30 |
| Kestra Advisory Services, LLC | $321.5K | 1,479 | 2026-06-30 |
| Wealthcare Advisory Partners LLC | $315.5K | 170 | 2026-06-30 |
| Knights of Columbus Asset Advisors LLC | $308.7K | 234 | 2026-06-30 |
| Truist Financial Corp | $260.1K | 0 | 2026-06-30 |
| Royal Bank of Canada | $249K | 0 | 2026-06-30 |
| Elevated Capital Advisors, LLC | $121.8K | 20 | 2026-06-30 |
| Jpmorgan Chase & Co | $115.5K | 0 | 2026-06-30 |
| Horizon Financial Services, LLC | $87.9K | 6 | 2026-06-30 |
| St Germain D J Co Inc | $78.5K | 0 | 2026-06-30 |
| Rockefeller Capital Management LP | $78.2K | 346 | 2026-06-30 |
| Fmr LLC | $77.5K | 0 | 2026-06-30 |
| TIAA Trust, National Association | $69.6K | 0 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $48.3K | 21 | 2026-06-30 |
| Wagner Wealth Management, LLC | $44.7K | 5 | 2026-06-30 |
| Rogco, LP | $43.3K | 0 | 2026-06-30 |
| Private Trust Co NA | $41.3K | 0 | 2026-06-30 |
| Ashton Thomas Private Wealth, LLC | $40.1K | 96 | 2026-06-30 |
| Decker Retirement Planning Inc. | $29.2K | 10 | 2026-06-30 |
| Strengthening Families & Communities, LLC | $22.2K | 11 | 2026-06-30 |
| National Bank of Canada /fi | $21.5K | 0 | 2026-06-30 |
| Bogart Wealth, LLC | $14.9K | 24 | 2026-06-30 |
| Capital A Wealth Management, LLC | $14.9K | 12 | 2025-06-30 |
| Geneos Wealth Management, Inc. | $13K | 193 | 2026-06-30 |
| Global Retirement Partners LLC | $11K | 491 | 2026-06-30 |
| Quest 10 Wealth Builders, Inc. | $9.4K | 3 | 2026-06-30 |
| Signature Equity Partners, LLC | $7.1K | 34 | 2026-06-30 |
| Jackson Hole Capital Partners, LLC | $6.6K | 0 | 2026-03-31 |
| Farther Finance Advisors, LLC | $4.5K | 334 | 2026-06-30 |
| Rossby Financial, Lcc | $3.6K | 31 | 2026-06-30 |
| Institute for Wealth Management, Llc. | $3.3K | 13 | 2026-06-30 |
| Qube Research & Technologies Ltd | $2.2K | 0 | 2026-06-30 |
| Img Wealth Management, Inc. | $1.6K | 7 | 2026-06-30 |
| Tounjian Advisory Partners, LLC | $1.3K | 5 | 2026-06-30 |
| Arax Advisory Partners | $633 | 232 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $466 | 3,940 | 2026-03-31 |
| Hrt Financial LP | $397 | 0 | 2026-06-30 |
| Compass Financial Management LLC | $341 | 46 | 2026-06-30 |
| Flow Traders U.S. LLC | $304 | 0 | 2026-06-30 |
| Fiduciary Financial Advisors | $222 | 51 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $105 | 480 | 2026-06-30 |
| Spurstone Advisory Services, LLC | $97 | 0 | 2026-06-30 |
| Kingdom Financial Group Llc. | $49 | 15 | 2026-06-30 |
| Capital Analysts, LLC | $33 | 608 | 2026-06-30 |