| Bank of America Corp /de | $83.9M | 0 | 2026-06-30 |
| Morgan Stanley | $50.8M | 23,185 | 2026-06-30 |
| Lpl Financial LLC | $41.9M | 23,458 | 2026-06-30 |
| Wells Fargo & Company/mn | $21.8M | 0 | 2026-06-30 |
| Envestnet Pmc | $16.4M | 60 | 2026-06-30 |
| Tcp Asset Management, LLC | $14.9M | 25 | 2026-06-30 |
| Freedom Day Solutions, LLC | $11.2M | 5 | 2026-06-30 |
| Cwm, LLC | $8.7M | 667 | 2026-03-31 |
| Beacon Pointe Advisors, LLC | $8.5M | 466 | 2026-06-30 |
| Private Advisor Group, LLC | $8.1M | 927 | 2026-06-30 |
| Stonebridge Wealth Management, LLC | $8M | 0 | 2026-06-30 |
| Madrid Financial Services | $7.9M | 2 | 2026-06-30 |
| Raymond James Financial Inc | $7.3M | 0 | 2026-06-30 |
| Jane Street Group, LLC | $6.8M | 0 | 2026-06-30 |
| Wealthspire Advisors, LLC | $6.1M | 237 | 2026-06-30 |
| American Alpha Advisors, LLC | $6M | 2 | 2026-06-30 |
| Cahill Financial Advisors, Inc. | $5.4M | 12 | 2026-06-30 |
| Citadel Advisors LLC | $5M | 0 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $4.9M | 2,863 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $4.6M | 481 | 2026-06-30 |
| Peregrine Asset Advisers, Inc. | $4.5M | 6 | 2026-06-30 |
| Cooper McManus | $4.4M | 63 | 2026-06-30 |
| Wealthcare Advisory Partners LLC | $4.1M | 170 | 2026-06-30 |
| Snowden Capital Advisors LLC | $4M | 122 | 2026-06-30 |
| Greenleaf Trust | $3.9M | 0 | 2026-06-30 |
| Baird Financial Group, Inc. | $3.8M | 0 | 2026-06-30 |
| Evanson Asset Management, LLC | $3.8M | 0 | 2026-03-31 |
| Evanson Financial, LLC | $3.7M | 4 | 2026-06-30 |
| Independent Financial Group, LLC | $3.6M | 481 | 2026-06-30 |
| Osaic Holdings, Inc. | $3.6M | 0 | 2026-06-30 |
| Patten Group, Inc. | $3.4M | 7 | 2026-06-30 |
| Dorsey Wright & Associates | $3.3M | 20 | 2026-06-30 |
| UBS Group AG | $3.3M | 0 | 2026-06-30 |
| Cetera Investment Advisers | $3.2M | 10,370 | 2026-06-30 |
| Moors & Cabot, Inc. | $3M | 82 | 2026-06-30 |
| Royal Bank of Canada | $2.8M | 0 | 2026-06-30 |
| Rockefeller Capital Management LP | $2.4M | 346 | 2026-06-30 |
| Farmers National Bank | $2.4M | 0 | 2026-06-30 |
| Jones Financial Companies LLLP | $2.3M | 0 | 2026-06-30 |
| Formidable Asset Management, LLC | $2.3M | 13 | 2026-06-30 |
| Arkadios Wealth Advisors | $2.3M | 226 | 2026-06-30 |
| Wealthcare Capital Partners, LLC | $2.3M | 8 | 2026-06-30 |
| Lansing Street Advisors | $2.3M | 6 | 2026-06-30 |
| Kestra Private Wealth Services, LLC | $2.2M | 206 | 2026-06-30 |
| Mercer Global Advisors Inc /adv | $2.1M | 0 | 2026-06-30 |
| Crescent Grove Advisors, LLC | $2M | 21 | 2026-06-30 |
| Wealthplan Investment Management, LLC | $2M | 29 | 2026-06-30 |
| Jpmorgan Chase & Co | $1.9M | 0 | 2026-06-30 |
| Mariner, LLC | $1.9M | 0 | 2026-06-30 |
| Shorehaven Wealth Partners, LLC | $1.7M | 4 | 2026-06-30 |
| Susquehanna International Group, LLP | $1.6M | 0 | 2026-06-30 |
| Breakwater Capital Group | $1.6M | 5 | 2026-06-30 |
| Goldstone Financial Group, LLC | $1.6M | 17 | 2026-06-30 |
| Fifth Third Bancorp | $1.5M | 0 | 2026-06-30 |
| Sanctuary Advisors, LLC | $1.4M | 401 | 2026-06-30 |
| Comerica Bank | $1.3M | 0 | 2025-12-31 |
| Gts Securities LLC | $1.2M | 0 | 2026-06-30 |
| Ifp Advisors, Inc | $1.2M | 318 | 2026-06-30 |
| Stifel Financial Corp | $1.1M | 0 | 2026-06-30 |
| Great Diamond Partners, LLC | $1.1M | 8 | 2026-06-30 |
| MML Investors Services, LLC | $1M | 5,120 | 2026-06-30 |
| Farther Finance Advisors, LLC | $989K | 334 | 2026-06-30 |
| Power Wealth Management LLC | $906.3K | 7 | 2026-06-30 |
| Compound Planning, Inc. | $776.1K | 75 | 2026-06-30 |
| Flputnam Investment Management Co | $741.1K | 78 | 2026-06-30 |
| Aspire Capital Advisors LLC | $734.9K | 13 | 2026-06-30 |
| D.B. Root & Company, LLC | $709.9K | 15 | 2026-06-30 |
| Vestgen Advisors, LLC | $639.6K | 58 | 2026-06-30 |
| Vestgen Investment Management | $622.8K | 2 | 2026-06-30 |
| Hilltop Partners LLC | $578.2K | 8 | 2026-06-30 |
| Clearwater Capital Advisors, LLC | $571.1K | 15 | 2026-06-30 |
| Axxcess Wealth Management, LLC | $528.1K | 38 | 2026-06-30 |
| Brown Miller Wealth Management, LLC | $528.1K | 11 | 2026-06-30 |
| Vertex Planning Partners, LLC | $497.8K | 14 | 2026-06-30 |
| Legacy Capital Group California, Inc. | $469.5K | 3 | 2026-06-30 |
| &partners | $461.4K | 555 | 2026-06-30 |
| Prospera Financial Services, Inc. | $459.3K | 270 | 2026-06-30 |
| Captrust Financial Advisors | $453.6K | 962 | 2026-06-30 |
| Meeder Advisory Services, Inc. | $426K | 19 | 2026-06-30 |
| Stonex Group Inc. | $395.9K | 0 | 2026-06-30 |
| Passive Capital Management, Llc. | $375.2K | 7 | 2026-06-30 |
| Kfa Private Wealth Group, LLC | $340.9K | 11 | 2026-06-30 |
| Valmark Advisers, Inc. | $337.3K | 295 | 2026-06-30 |
| Savvy Advisors, Inc. | $328.3K | 214 | 2026-06-30 |
| Atria Investments, Inc | $316.2K | 6 | 2026-06-30 |
| Tidemark, LLC | $313.6K | 8 | 2026-06-30 |
| Axis Wealth Partners, LLC | $313.2K | 7 | 2026-06-30 |
| Ausdal Financial Partners, Inc. | $303.9K | 189 | 2026-06-30 |
| Hightower Advisors, LLC | $281.6K | 1,046 | 2026-06-30 |
| Prosperity Wealth Management, Inc. | $280.5K | 56 | 2025-12-31 |
| Gateway Wealth Partners, LLC | $271.7K | 101 | 2026-06-30 |
| Newedge Advisors | $262.1K | 601 | 2026-06-30 |
| Advyzon Investment Management, LLC | $257.6K | 2 | 2026-06-30 |
| Amplius Wealth Advisors | $233.1K | 11 | 2026-06-30 |
| Anb Bank | $222.2K | 0 | 2026-06-30 |
| Ashton Thomas Private Wealth, LLC | $216.4K | 96 | 2026-06-30 |
| Trace Wealth Advisors, LLC | $216.4K | 1 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $212.2K | 1,026 | 2026-06-30 |
| Fmr LLC | $181.8K | 0 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $149.7K | 0 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $143.5K | 480 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $137.3K | 0 | 2026-06-30 |
| Ggm Financial LLC | $104.3K | 6 | 2026-06-30 |
| Org Partners LLC | $103.2K | 0 | 2025-12-31 |
| Ameritas Advisory Services, LLC | $58.8K | 550 | 2026-06-30 |
| Ifg Advisory, LLC | $54.7K | 110 | 2026-06-30 |
| Global Retirement Partners LLC | $54.1K | 491 | 2026-06-30 |
| Triumph Capital Management | $54.1K | 14 | 2026-06-30 |
| Financial Network Wealth Advisors LLC | $50.9K | 7 | 2026-06-30 |
| Shp Wealth Management | $48K | 32 | 2026-06-30 |
| Harbour Investments, Inc. | $43K | 247 | 2026-06-30 |
| Russell Investments Group, Ltd. | $39.3K | 0 | 2026-06-30 |
| CIBC Private Wealth Group LLC | $38.7K | 0 | 2025-12-31 |
| Institute for Wealth Management, Llc. | $38K | 13 | 2026-06-30 |
| Arax Advisory Partners | $34.5K | 232 | 2026-06-30 |
| International Assets Investment Management, LLC | $33.9K | 122 | 2026-06-30 |
| Efg International AG | $30K | 0 | 2026-06-30 |
| Blair William & Co/il | $25.3K | 329 | 2026-06-30 |
| Noble Wealth Management Pbc. | $21.6K | 4 | 2026-06-30 |
| Rothschild Investment LLC | $19.2K | 18 | 2026-06-30 |
| Private Trust Co NA | $15.9K | 0 | 2026-06-30 |
| Eversource Wealth Advisors, LLC | $10.8K | 77 | 2026-06-30 |
| Physician Wealth Advisors, Inc. | $9.4K | 9 | 2026-06-30 |
| Allworth Financial, LP | $9.3K | 317 | 2026-06-30 |
| Thrivent Financial for Lutherans | $9.2K | 0 | 2026-06-30 |
| Assetmark, Inc | $8.4K | 220 | 2026-06-30 |
| O'Shaughnessy Asset Management, LLC | $5.6K | 58 | 2026-06-30 |
| Continuum Advisory, LLC | $3.3K | 40 | 2026-06-30 |
| Caldwell Sutter Capital, Inc. | $2.7K | 8 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $2.5K | 3,940 | 2026-03-31 |
| Solstein Capital, LLC | $2.2K | 2 | 2026-06-30 |
| Janney Montgomery Scott LLC | $2K | 1,342 | 2026-06-30 |
| Hrt Financial LP | $1.4K | 0 | 2026-06-30 |
| Flow Traders U.S. LLC | $1.3K | 0 | 2026-06-30 |
| Virtu Financial LLC | $214 | 0 | 2026-06-30 |
| Huntington National Bank | $108 | 0 | 2026-06-30 |