| Stifel Financial Corp | $3.2M | 0 | 2026-06-30 |
| Lpl Financial LLC | $2.8M | 23,458 | 2026-06-30 |
| Raymond James Financial Inc | $2M | 0 | 2026-06-30 |
| Argos Wealth Advisors LLC | $1.6M | 8 | 2026-06-30 |
| Cetera Investment Advisers | $1.4M | 10,370 | 2026-06-30 |
| US Bancorp | $1.3M | 0 | 2026-06-30 |
| Stonex Group Inc. | $1.2M | 0 | 2026-06-30 |
| Financial Management Network Inc | $1.1M | 21 | 2026-06-30 |
| Jones Financial Companies LLLP | $1.1M | 0 | 2026-06-30 |
| Royal Bank of Canada | $904K | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $865K | 0 | 2026-06-30 |
| UBS Group AG | $858K | 0 | 2026-06-30 |
| Visionary Wealth Advisors | $849.5K | 46 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $828.6K | 2,863 | 2026-06-30 |
| Bank of America Corp /de | $780.3K | 0 | 2026-06-30 |
| Ifg Advisory, LLC | $696.4K | 110 | 2026-06-30 |
| Ep Wealth Advisors, LLC | $686.2K | 338 | 2026-06-30 |
| Summit Financial, LLC | $608.8K | 229 | 2026-06-30 |
| Gts Securities LLC | $497.3K | 0 | 2026-06-30 |
| Mariner, LLC | $478.4K | 0 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $471.2K | 193 | 2026-06-30 |
| Kestra Advisory Services, LLC | $470.2K | 1,479 | 2026-06-30 |
| Uptick Partners, LLC | $469K | 17 | 2026-06-30 |
| Vigilare Wealth Management LLC | $451.2K | 4 | 2026-06-30 |
| Hightower Advisors, LLC | $416.6K | 1,046 | 2026-06-30 |
| CIBC Private Wealth Group LLC | $403.2K | 0 | 2025-12-31 |
| Heritage Wealth Management, Inc. | $385.4K | 3 | 2026-06-30 |
| Whitener Capital Management, Inc. | $373K | 5 | 2026-06-30 |
| CIBC Bancorp USA Inc. | $354.5K | 0 | 2026-06-30 |
| Two Sigma Investments, LP | $338.3K | 0 | 2026-06-30 |
| Harbour Investments, Inc. | $320.9K | 247 | 2026-06-30 |
| King Luther Capital Management Corp | $318.2K | 34 | 2026-06-30 |
| Envestnet Pmc | $310.5K | 60 | 2026-06-30 |
| Sage Capital Management, LLC | $293.6K | 3 | 2026-06-30 |
| Pacific Asset Management, LLC | $276.3K | 0 | 2026-06-30 |
| Stark Wealth Management LLC | $264.9K | 5 | 2025-12-31 |
| Gables Capital Management Inc. | $253.9K | 3 | 2026-06-30 |
| Concurrent Investment Advisors, LLC | $240.5K | 349 | 2026-06-30 |
| MML Investors Services, LLC | $227.5K | 5,120 | 2026-06-30 |
| Commerce Bank | $223.7K | 0 | 2026-06-30 |
| Trilogy Capital, Inc. | $221.9K | 72 | 2026-06-30 |
| Weaver Consulting Group, LLC | $205.6K | 4 | 2026-06-30 |
| Cwm, LLC | $189.4K | 667 | 2026-03-31 |
| Steward Partners Investment Advisory, LLC | $116.4K | 481 | 2026-06-30 |
| Rockefeller Capital Management LP | $115.3K | 346 | 2026-06-30 |
| Morgan Stanley | $94K | 23,185 | 2026-06-30 |
| Ae Wealth Management LLC | $90.9K | 471 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $79K | 21 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $73.7K | 480 | 2026-06-30 |
| Arax Advisory Partners | $68.7K | 232 | 2026-06-30 |
| Ifp Advisors, Inc | $68.3K | 318 | 2026-06-30 |
| Blackrock, Inc. | $57.7K | 0 | 2026-06-30 |
| Indiana Trust & Investment Management Co | $38.2K | 0 | 2026-06-30 |
| Anchor Investment Management, LLC | $33.6K | 6 | 2026-03-31 |
| Woodard & Co Asset Management Group Inc /adv | $33.5K | 5 | 2026-06-30 |
| Signaturefd, LLC | $32.6K | 49 | 2026-06-30 |
| Creative Financial Designs Inc /adv | $29.7K | 0 | 2026-06-30 |
| Spire Wealth Management | $27.6K | 3 | 2026-06-30 |
| Fifth Third Bancorp | $27.3K | 0 | 2026-06-30 |
| Stephens Consulting, LLC | $27.3K | 0 | 2025-12-31 |
| Parallel Advisors, LLC | $24.3K | 75 | 2026-06-30 |
| Corecap Advisors, LLC | $22.7K | 118 | 2026-06-30 |
| Hollencrest Capital Management | $18.3K | 15 | 2026-06-30 |
| Duncker Streett & Co. | $16.7K | 2 | 2026-06-30 |
| Financial Consulate, Inc | $15.8K | 13 | 2026-06-30 |
| Allworth Financial, LP | $14.7K | 317 | 2026-06-30 |
| Fmr LLC | $14.2K | 0 | 2026-06-30 |
| O'Shaughnessy Asset Management, LLC | $13.8K | 58 | 2026-06-30 |
| Godsey & Gibb, Inc | $13.7K | 14 | 2026-06-30 |
| Farther Finance Advisors, LLC | $13.7K | 334 | 2026-06-30 |
| Richard W. Paul & Associates, LLC | $12.7K | 7 | 2026-06-30 |
| Blue Trust, Inc. | $12.2K | 0 | 2026-06-30 |
| Mather Group, Llc. | $12.2K | 110 | 2026-06-30 |
| Trust Co | $11.9K | 0 | 2026-06-30 |
| Lanark Financial, Inc. | $11.3K | 69 | 2026-06-30 |
| Srh Advisors, LLC | $11.2K | 3 | 2026-06-30 |
| Global Retirement Partners LLC | $8.7K | 491 | 2026-06-30 |
| Wells Fargo & Company/mn | $8.4K | 0 | 2026-06-30 |
| Oakmont Advisory Group, LLC | $7K | 3 | 2026-06-30 |
| Salem Investment Counselors Inc | $6.7K | 13 | 2026-06-30 |
| Ashton Thomas Private Wealth, LLC | $6.1K | 96 | 2026-06-30 |
| Burk Holdings LLC | $6K | 7 | 2026-06-30 |
| Jnba Financial Advisors | $5.8K | 30 | 2026-06-30 |
| Org Partners LLC | $5.6K | 0 | 2025-12-31 |
| Keating Financial Advisory Services, Inc. | $5.5K | 25 | 2026-06-30 |
| Buck Wealth Strategies, LLC | $5.4K | 50 | 2026-06-30 |
| Advisornet Wealth Partners | $5.3K | 58 | 2026-06-30 |
| Brown, Lisle/cummings, Inc. | $3.9K | 8 | 2026-03-31 |
| First Command Advisory Services | $3.5K | 1,012 | 2026-06-30 |
| Montgomery Financial Services LLC | $3.4K | 4 | 2026-06-30 |
| Blair William & Co/il | $2.7K | 329 | 2026-06-30 |
| Simplex Trading, LLC | $2.6K | 0 | 2026-06-30 |
| Tradewinds Capital Management, LLC | $1.9K | 7 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $1.6K | 3,940 | 2026-03-31 |
| Continuum Advisory, LLC | $1.4K | 40 | 2026-06-30 |
| Meramec Financial Planners, LLC | $1.3K | 7 | 2026-06-30 |
| Strategic Wealth Partners, Ltd. | $1.1K | 0 | 2026-06-30 |
| Horizons Wealth Management | $750 | 3 | 2026-03-31 |
| Mowery & Schoenfeld Wealth Management, LLC | $302 | 7 | 2026-06-30 |
| Janney Montgomery Scott LLC | $269 | 1,342 | 2026-06-30 |
| Hazlett, Burt & Watson, Inc. | $13 | 20 | 2026-06-30 |
| Strategic Wealth Advisors, LLC | $10 | 4 | 2026-06-30 |
| Cx Institutional | $5 | 80 | 2026-06-30 |
| Farmers & Merchants Trust Co of Chambersburg PA | $3 | 0 | 2026-06-30 |
| Capital Analysts, LLC | $3 | 608 | 2026-06-30 |