| Morgan Stanley | $40.6M | 23,185 | 2026-06-30 |
| Bank of America Corp /de | $33.3M | 0 | 2026-06-30 |
| UBS Group AG | $17.6M | 0 | 2026-06-30 |
| Wells Fargo & Company/mn | $14.3M | 0 | 2026-06-30 |
| Concord Wealth Partners | $12.1M | 11 | 2026-06-30 |
| Bakeravenue | $11.8M | 35 | 2026-06-30 |
| Concord Asset Management, Llc/va | $11.6M | 2 | 2026-06-30 |
| Empirical Financial Services, LLC D.b.a. Empirical Wealth Management | $10.2M | 0 | 2026-06-30 |
| Lpl Financial LLC | $9.8M | 23,458 | 2026-06-30 |
| Osaic Holdings, Inc. | $6.7M | 0 | 2026-06-30 |
| Focus Partners Wealth | $6.4M | 1,048 | 2026-06-30 |
| Allen Capital Group, LLC | $6.4M | 22 | 2026-06-30 |
| MML Investors Services, LLC | $5.5M | 5,120 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $4.5M | 0 | 2026-06-30 |
| Stifel Financial Corp | $4.5M | 0 | 2026-06-30 |
| Royal Bank of Canada | $4.5M | 0 | 2026-06-30 |
| Envestnet Pmc | $3.9M | 60 | 2026-06-30 |
| Mount Lucas Management LP | $3.1M | 0 | 2026-06-30 |
| Cetera Investment Advisers | $3.1M | 10,370 | 2026-06-30 |
| Raymond James Financial Inc | $3M | 0 | 2026-06-30 |
| Bip Wealth, LLC | $2.3M | 62 | 2026-06-30 |
| Red Tortoise LLC | $2.2M | 0 | 2026-03-31 |
| Private Advisor Group, LLC | $2.1M | 927 | 2026-06-30 |
| Mercer Global Advisors Inc /adv | $2.1M | 0 | 2026-06-30 |
| Jones Financial Companies LLLP | $2M | 0 | 2026-06-30 |
| Equitable Holdings, Inc. | $1.9M | 0 | 2026-06-30 |
| McAdam LLC | $1.7M | 135 | 2026-06-30 |
| Farther Finance Advisors, LLC | $1.7M | 334 | 2026-06-30 |
| Invesco Ltd. | $1.3M | 0 | 2026-06-30 |
| Elevation Point Wealth Partners, LLC | $1.3M | 56 | 2026-06-30 |
| Parallel Advisors, LLC | $1.2M | 75 | 2026-06-30 |
| Alti Global, Inc. | $1.2M | 0 | 2026-06-30 |
| Heartwood Wealth Advisors LLC | $1.1M | 0 | 2026-06-30 |
| Key Financial, Inc. | $1.1M | 8 | 2026-06-30 |
| Hbk Sorce Advisory LLC | $1.1M | 73 | 2026-06-30 |
| Thepartners Wealth Management | $1.1M | 37 | 2026-06-30 |
| Brandywine Oak Private Wealth LLC | $975.5K | 10 | 2026-06-30 |
| Winebrenner Capital Management LLC | $943.8K | 6 | 2026-06-30 |
| Novak & Powell Financial Services, Inc. | $932.6K | 8 | 2026-06-30 |
| Truist Financial Corp | $908.1K | 0 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $891.3K | 480 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $871.6K | 2,863 | 2026-06-30 |
| Jpmorgan Chase & Co | $845.6K | 0 | 2026-06-30 |
| Hightower Advisors, LLC | $798.1K | 1,046 | 2026-06-30 |
| Citadel Advisors LLC | $784.4K | 0 | 2026-06-30 |
| Fifth Third Securities, Inc. | $710.1K | 1,014 | 2026-06-30 |
| Global Retirement Partners LLC | $680.2K | 491 | 2026-06-30 |
| Manske Wealth Management | $615.5K | 10 | 2026-06-30 |
| Savant Wealth Management | $591.9K | 405 | 2026-06-30 |
| Hyundai Investments Co., Ltd. | $584.5K | 0 | 2026-06-30 |
| Composition Wealth, LLC | $567.7K | 76 | 2026-06-30 |
| Newedge Advisors | $554.3K | 601 | 2026-06-30 |
| Creative Planning | $543.7K | 1,171 | 2026-06-30 |
| Phillip James Consulting Co. | $520.6K | 2 | 2026-06-30 |
| Alphacentric Advisors LLC | $484.8K | 0 | 2026-06-30 |
| Kestra Advisory Services, LLC | $484.8K | 1,479 | 2026-06-30 |
| Rockefeller Capital Management LP | $471.2K | 346 | 2026-06-30 |
| Treasure Coast Financial Planning | $424K | 5 | 2026-06-30 |
| Pfg Investments, LLC | $411.7K | 0 | 2026-06-30 |
| Wealthpoint Advisors | $410.9K | 3 | 2026-06-30 |
| Fifth Third Bancorp | $380K | 0 | 2026-06-30 |
| Comerica Bank | $378.5K | 0 | 2025-12-31 |
| Mariner, LLC | $377.9K | 0 | 2026-06-30 |
| Jane Street Group, LLC | $374.2K | 0 | 2026-06-30 |
| Moneta Group Investment Advisors LLC | $355.7K | 256 | 2026-06-30 |
| Susquehanna International Group, LLP | $352.6K | 0 | 2026-06-30 |
| Wealthcare Advisory Partners LLC | $349.1K | 170 | 2026-06-30 |
| Rehmann Capital Advisory Group | $347.5K | 42 | 2026-06-30 |
| Tmb Capital Partners, LLC | $341.9K | 4 | 2026-06-30 |
| D.A. Davidson & Co. | $328.4K | 689 | 2026-06-30 |
| Mb Generational Wealth, LLC | $318.4K | 3 | 2026-06-30 |
| Creekside Partners | $308K | 2 | 2026-06-30 |
| Counterweight Ventures, LLC | $306.8K | 2 | 2026-06-30 |
| Balentine LLC | $303.7K | 18 | 2026-06-30 |
| Fairfield Financial Advisors | $292.7K | 2 | 2026-06-30 |
| Mai Capital Management | $280.3K | 308 | 2026-06-30 |
| Southland Equity Partners, Llc. | $278.4K | 25 | 2026-06-30 |
| Cerity Partners LLC | $277K | 777 | 2026-06-30 |
| Stablepoint Partners, LLC | $268.8K | 5 | 2026-06-30 |
| Austin Private Wealth, LLC | $263K | 0 | 2025-12-31 |
| Sequent Planning LLC | $254.9K | 100 | 2026-06-30 |
| Assetmark, Inc | $250.6K | 220 | 2026-06-30 |
| Pinnacle Financial Partners, Inc. | $240.7K | 0 | 2026-06-30 |
| Kom Wealth Management Group, LLC | $225.1K | 6 | 2026-06-30 |
| Hardin Capital Partners, LLC | $223.8K | 1 | 2026-06-30 |
| Milestone Investment Advisors LLC | $220.8K | 7 | 2026-06-30 |
| Myecfo, LLC | $217.4K | 5 | 2026-06-30 |
| Synovus Financial Corp | $212.8K | 0 | 2025-09-30 |
| B. Riley Wealth Advisors, Inc. | $211.2K | 170 | 2026-06-30 |
| CIBC World Market Inc. | $209.3K | 0 | 2026-06-30 |
| Infinity Wealth Counsel, LLC | $206.8K | 2 | 2026-06-30 |
| Facet Wealth, Inc. | $203K | 95 | 2026-06-30 |
| Harbour Investments, Inc. | $196.3K | 247 | 2026-06-30 |
| National Bank of Canada /fi | $185.8K | 0 | 2026-06-30 |
| Arvest Investments, Inc. | $165K | 204 | 2026-06-30 |
| Fmr LLC | $147.6K | 0 | 2026-06-30 |
| Larson Financial Group LLC | $143.6K | 67 | 2026-06-30 |
| Continuum Advisory, LLC | $134.4K | 40 | 2026-06-30 |
| Clearstead Trust, LLC | $133.6K | 0 | 2026-06-30 |
| Crews Bank & Trust | $125.7K | 0 | 2026-06-30 |
| Vanguard National Trust Co | $117.1K | 0 | 2026-06-30 |
| Cwm, LLC | $113.6K | 667 | 2026-03-31 |
| Sage Mountain Advisors LLC | $94.7K | 21 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $91.6K | 0 | 2026-06-30 |
| Planning Project LLC | $71.6K | 9 | 2025-12-31 |
| Harbor Investment Advisory, LLC | $71.5K | 31 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $57.6K | 193 | 2026-06-30 |
| Ifp Advisors, Inc | $42.3K | 318 | 2026-06-30 |
| Regatta Research & Money Management LLC | $42K | 6 | 2026-06-30 |
| Peoples Financial Services Corp. | $36.8K | 0 | 2026-06-30 |
| Fas Wealth Partners, Inc. | $35.3K | 23 | 2026-06-30 |
| Central Trust Co | $32.2K | 0 | 2026-06-30 |
| Colonial Trust Co / Sc | $28.2K | 0 | 2026-06-30 |
| Glen Eagle Advisors, LLC | $27.7K | 13 | 2026-06-30 |
| Sunbelt Securities, Inc. | $27.4K | 63 | 2026-03-31 |
| Asset Dedication, LLC | $25.5K | 11 | 2026-06-30 |
| Allworth Financial, LP | $24.1K | 317 | 2026-06-30 |
| Mather Group, Llc. | $22.2K | 110 | 2026-06-30 |
| Columbia River Financial Group | $13.6K | 4 | 2026-06-30 |
| Parkside Financial Bank & Trust | $13.1K | 0 | 2026-03-31 |
| Gen-Wealth Partners Inc | $12K | 8 | 2026-06-30 |
| Capital Investment Advisory Services, LLC | $11.9K | 103 | 2026-06-30 |
| Wealthshield Partners, LLC | $10.4K | 0 | 2026-06-30 |
| Qube Research & Technologies Ltd | $9.4K | 0 | 2026-06-30 |
| Triumph Capital Management | $9.2K | 14 | 2026-06-30 |
| US Bancorp | $9.1K | 0 | 2026-06-30 |
| Breakwater Investment Management | $7.8K | 3 | 2026-06-30 |
| Founders Financial Alliance, LLC | $7.4K | 32 | 2026-06-30 |
| Arax Advisory Partners | $6.8K | 232 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $5.3K | 481 | 2026-06-30 |
| Vanguard Advisers Inc | $4.8K | 2,469 | 2026-06-30 |
| Buck Wealth Strategies, LLC | $4.6K | 50 | 2026-06-30 |
| UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC | $4.2K | 0 | 2026-06-30 |
| Lanark Financial, Inc. | $2.3K | 69 | 2026-06-30 |
| Barrett & Company, Inc. | $2.2K | 4 | 2026-06-30 |
| Fdx Advisors, Inc. | $1.6K | 0 | 2026-06-30 |
| Flow Traders U.S. LLC | $1.1K | 0 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $742 | 3,940 | 2026-03-31 |
| Janney Montgomery Scott LLC | $717 | 1,342 | 2026-06-30 |
| Hrt Financial LP | $716 | 0 | 2026-06-30 |
| Capital Analysts, LLC | $537 | 608 | 2026-06-30 |
| Tower Research Capital LLC (trc) | $368 | 0 | 2026-06-30 |
| Compass Financial Management LLC | $184 | 46 | 2026-06-30 |
| Centaurus Financial, Inc. | $109 | 431 | 2026-06-30 |
| Huntington National Bank | $46 | 0 | 2026-06-30 |