| Weaver Consulting Group, LLC | $34M | 4 | 2026-06-30 |
| 49 Wealth Management, LLC | $16.2M | 146 | 2026-06-30 |
| Alongside, LLC | $16.2M | 25 | 2026-06-30 |
| Titleist Asset Management, LLC | $14.8M | 43 | 2026-06-30 |
| Goldman Sachs Group Inc | $847.4K | 0 | 2026-06-30 |
| M3 Advisory Group, LLC | $760.8K | 4 | 2026-06-30 |
| Joel Isaacson & Co., LLC | $589.4K | 15 | 2026-06-30 |
| Osaic Holdings, Inc. | $424K | 0 | 2026-06-30 |
| Regatta Research & Money Management LLC | $331.1K | 6 | 2026-06-30 |
| Financial Gravity Companies, Inc. | $314.8K | 0 | 2026-06-30 |
| Financial Gravity Asset Management, Inc. | $312.8K | 1 | 2026-03-31 |
| Jane Street Group, LLC | $237.4K | 0 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $110.2K | 0 | 2026-06-30 |
| UBS Group AG | $53.6K | 0 | 2026-06-30 |
| Highland Investment Advisors LLC | $37.6K | 10 | 2026-06-30 |
| Morgan Stanley | $7.3K | 23,185 | 2026-06-30 |
| Harbour Investments, Inc. | $5.6K | 247 | 2026-06-30 |
| Eversource Wealth Advisors, LLC | $4.4K | 77 | 2026-06-30 |
| Dhjj Financial Advisors, Ltd. | $946 | 7 | 2026-06-30 |
| Blue Trust, Inc. | $871 | 0 | 2026-06-30 |
| Thrivent Financial for Lutherans | $696 | 0 | 2026-06-30 |
| Ae Wealth Management LLC | $656 | 471 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $448 | 480 | 2026-06-30 |
| Jpmorgan Chase & Co | $264 | 0 | 2026-06-30 |