| Hollencrest Capital Management | $75.1M | 15 | 2026-06-30 |
| Bullseye Investment Management, LLC | $6.4M | 4 | 2025-09-30 |
| Axxcess Wealth Management, LLC | $5.6M | 38 | 2026-06-30 |
| Farther Finance Advisors, LLC | $5.3M | 334 | 2026-06-30 |
| Smart Wealth LLC | $5.1M | 19 | 2026-06-30 |
| Gallagher Fiduciary Advisors, LLC | $4.9M | 126 | 2026-06-30 |
| Atria Investments, Inc | $4.7M | 6 | 2026-06-30 |
| Arkadios Wealth Advisors | $3.9M | 226 | 2026-06-30 |
| Cetera Investment Advisers | $2.4M | 10,370 | 2026-06-30 |
| Maia Wealth LLC | $2.2M | 41 | 2026-06-30 |
| Susquehanna International Group, LLP | $1.7M | 0 | 2026-06-30 |
| Capital Investment Advisory Services, LLC | $1.4M | 103 | 2026-06-30 |
| Sigma Planning Corp | $1.2M | 474 | 2026-06-30 |
| Old Mission Capital LLC | $706.4K | 0 | 2026-06-30 |
| Investors Portfolio Services LLC | $434.6K | 3 | 2026-06-30 |
| US Bancorp | $412.7K | 0 | 2026-06-30 |
| Cambridge Advisors Inc. | $318.8K | 4 | 2026-06-30 |
| Arax Advisory Partners | $303.5K | 232 | 2026-06-30 |
| MML Investors Services, LLC | $301.9K | 5,120 | 2026-06-30 |
| Envestnet Pmc | $301.9K | 60 | 2026-06-30 |
| Jane Street Group, LLC | $278.6K | 0 | 2026-06-30 |
| Snowden Capital Advisors LLC | $259.6K | 122 | 2026-06-30 |
| Lpl Financial LLC | $248.7K | 23,458 | 2026-06-30 |
| Optivise Advisory Services LLC | $205.4K | 23 | 2026-06-30 |
| New. Advisory Services, LLC | $80.4K | 15 | 2026-06-30 |
| Godfrey Financial Associates, Inc. | $69.5K | 3 | 2026-06-30 |
| Ae Wealth Management LLC | $54.3K | 471 | 2026-06-30 |
| Barclays PLC | $49.6K | 0 | 2026-06-30 |
| Noble Wealth Management Pbc. | $14.6K | 4 | 2026-06-30 |
| Triumph Capital Management | $7.3K | 14 | 2026-06-30 |
| Osaic Holdings, Inc. | $4.8K | 0 | 2026-06-30 |
| Hrt Financial LP | $341 | 0 | 2026-06-30 |
| Hazlett, Burt & Watson, Inc. | $16 | 20 | 2026-06-30 |