| Morgan Stanley | $259.3M | 23,185 | 2026-06-30 |
| Davis Selected Advisers | $191.1M | 0 | 2026-06-30 |
| Bank of America Corp /de | $94.1M | 0 | 2026-06-30 |
| Raymond James Financial Inc | $52M | 0 | 2026-06-30 |
| Kestra Advisory Services, LLC | $51.6M | 1,479 | 2026-06-30 |
| Wells Fargo & Company/mn | $44.3M | 0 | 2026-06-30 |
| Lpl Financial LLC | $39.6M | 23,458 | 2026-06-30 |
| UBS Group AG | $34.5M | 0 | 2026-06-30 |
| Next Level Private LLC | $25.9M | 14 | 2026-06-30 |
| O'Donnell Financial Services, LLC | $25.8M | 6 | 2026-06-30 |
| Melone Private Wealth, LLC | $18.4M | 2 | 2026-06-30 |
| Osaic Holdings, Inc. | $15.5M | 0 | 2026-06-30 |
| Kestra Private Wealth Services, LLC | $9.6M | 206 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $9M | 2,863 | 2026-06-30 |
| Lunt Capital Management, Inc. | $8.8M | 3 | 2026-06-30 |
| Stifel Financial Corp | $8.7M | 0 | 2026-06-30 |
| Level Four Advisory Services | $7.8M | 141 | 2026-06-30 |
| D.A. Davidson & Co. | $7.8M | 689 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $5.9M | 193 | 2026-06-30 |
| Royal Bank of Canada | $5.1M | 0 | 2026-06-30 |
| Highpoint Advisor Group LLC | $3.4M | 114 | 2026-06-30 |
| Atria Investments, Inc | $3.2M | 6 | 2026-06-30 |
| Rockefeller Capital Management LP | $3M | 346 | 2026-06-30 |
| Transcend Capital Advisors, LLC | $2.8M | 0 | 2026-06-30 |
| Summit Wealth Group LLC / Co | $2.7M | 39 | 2026-06-30 |
| Two Sigma Investments, LP | $2.7M | 0 | 2026-06-30 |
| Private Advisor Group, LLC | $2.1M | 927 | 2026-06-30 |
| Jane Street Group, LLC | $2M | 0 | 2026-06-30 |
| Ifp Advisors, Inc | $2M | 318 | 2026-06-30 |
| Lantz Financial LLC | $1.8M | 7 | 2026-06-30 |
| Dorato Capital Management | $1.8M | 3 | 2026-06-30 |
| Sanctuary Advisors, LLC | $1.8M | 401 | 2026-06-30 |
| Citadel Advisors LLC | $1.6M | 0 | 2026-06-30 |
| Mariner, LLC | $1.4M | 0 | 2026-06-30 |
| J.W. Cole Advisors, Inc. | $1.3M | 499 | 2026-06-30 |
| Captrust Financial Advisors | $1.3M | 962 | 2026-06-30 |
| Davenport & Co LLC | $1.2M | 339 | 2026-06-30 |
| Kathleen S. Wright Associates Inc. | $1.1M | 0 | 2025-09-30 |
| Mercer Global Advisors Inc /adv | $1M | 0 | 2026-06-30 |
| Capwealth Advisors, LLC | $1M | 11 | 2026-06-30 |
| Gladstone Institutional Advisory LLC | $828.6K | 108 | 2026-06-30 |
| Vestmark Advisory Solutions, Inc. | $805.1K | 8 | 2026-06-30 |
| Elevation Point Wealth Partners, LLC | $804.3K | 56 | 2026-06-30 |
| Regatta Research & Money Management LLC | $650.3K | 6 | 2026-06-30 |
| Blume Capital Management, Inc. | $625K | 4 | 2026-06-30 |
| Focus Financial | $606.5K | 121 | 2026-06-30 |
| Sigma Planning Corp | $571.2K | 474 | 2026-06-30 |
| Cetera Investment Advisers | $551.9K | 10,370 | 2026-06-30 |
| Capital Investment Advisory Services, LLC | $527.3K | 103 | 2026-06-30 |
| Summit Investment Advisory Services | $473.2K | 8 | 2026-06-30 |
| Great Point Wealth Advisors, LLC | $422.4K | 3 | 2026-06-30 |
| Highland Investment Advisors LLC | $407.3K | 10 | 2026-06-30 |
| Stratos Wealth Partners, Ltd. | $406.1K | 386 | 2026-06-30 |
| Southeast Asset Advisors, LLC | $401.1K | 8 | 2026-06-30 |
| Wj Wealth Management | $388.5K | 2 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $385.5K | 480 | 2026-06-30 |
| Summit Financial, LLC | $384.1K | 229 | 2026-06-30 |
| Sei Investments Co | $380.3K | 0 | 2026-06-30 |
| Truist Financial Corp | $364.8K | 0 | 2026-06-30 |
| Marathon Capital Management | $331.2K | 5 | 2026-06-30 |
| Commerce Bank | $328.4K | 0 | 2026-06-30 |
| Baird Financial Group, Inc. | $298K | 0 | 2026-06-30 |
| Newedge Advisors | $277K | 601 | 2026-06-30 |
| Arkadios Wealth Advisors | $275.5K | 226 | 2026-06-30 |
| TD Waterhouse Canada Inc. | $262K | 0 | 2026-06-30 |
| Oppenheimer & Co. Inc. | $251.7K | 1,166 | 2026-06-30 |
| Fifth Third Bancorp | $227.4K | 0 | 2026-06-30 |
| Fiduciary Financial Advisors | $224.7K | 51 | 2026-06-30 |
| Comerica Bank | $224.2K | 0 | 2025-12-31 |
| Diligent Investors, LLC | $205.6K | 3 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $122.6K | 481 | 2026-06-30 |
| Birchwood Financial Partners, Inc. | $122.4K | 9 | 2026-06-30 |
| Spire Wealth Management | $59K | 3 | 2026-06-30 |
| Allworth Financial, LP | $55.9K | 317 | 2026-06-30 |
| Millstone Evans Group, LLC | $43.1K | 7 | 2026-06-30 |
| Northavenue LLC | $21.8K | 3 | 2026-06-30 |
| Decker Retirement Planning Inc. | $18.3K | 10 | 2026-06-30 |
| Kozak & Associates, Inc. | $15.6K | 0 | 2026-06-30 |
| Corecap Advisors, LLC | $15K | 118 | 2026-06-30 |
| Harbor Investment Advisory, LLC | $14K | 31 | 2026-06-30 |
| Game Plan Financial Advisors, LLC | $9.5K | 2 | 2026-06-30 |
| Creative Financial Designs Inc /adv | $3.9K | 0 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $2.8K | 0 | 2026-06-30 |
| Buck Wealth Strategies, LLC | $899 | 50 | 2026-06-30 |
| Citigroup Inc | $787 | 0 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $715 | 3,940 | 2026-03-31 |
| Janney Montgomery Scott LLC | $594 | 1,342 | 2026-06-30 |