| Lpl Financial LLC | $27.4M | 23,458 | 2026-06-30 |
| Marks Group Wealth Management, Inc. | $12.8M | 9 | 2026-06-30 |
| Copley Financial Group, Inc. | $12.1M | 10 | 2026-06-30 |
| Royal Bank of Canada | $9.8M | 0 | 2026-06-30 |
| Heck Capital Advisors, LLC | $7.3M | 24 | 2026-06-30 |
| Ameritas Advisory Services, LLC | $6.3M | 550 | 2026-06-30 |
| American Alpha Advisors, LLC | $6.3M | 2 | 2026-06-30 |
| Osaic Holdings, Inc. | $6.1M | 0 | 2026-06-30 |
| One Plus One Wealth Management, LLC | $5.8M | 0 | 2026-06-30 |
| Rockefeller Capital Management LP | $5.5M | 346 | 2026-06-30 |
| Raymond James Financial Inc | $3.8M | 0 | 2026-06-30 |
| Old Mission Capital LLC | $2.9M | 0 | 2026-06-30 |
| Private Client Services, LLC | $2.8M | 66 | 2026-06-30 |
| Equitable Holdings, Inc. | $2.7M | 0 | 2026-06-30 |
| Envestnet Pmc | $2.6M | 60 | 2026-06-30 |
| Stratos Wealth Partners, Ltd. | $2.4M | 386 | 2026-06-30 |
| CIBC World Market Inc. | $2.2M | 0 | 2026-06-30 |
| Belpointe Asset Management LLC | $2M | 170 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $2M | 1,026 | 2026-06-30 |
| Cetera Investment Advisers | $1.5M | 10,370 | 2026-06-30 |
| Creativeone Wealth, LLC | $1.5M | 221 | 2026-06-30 |
| Colonial River Wealth Management LLC | $1.5M | 8 | 2026-06-30 |
| Rfg Advisory, LLC | $1.3M | 191 | 2026-06-30 |
| Hightower Advisors, LLC | $1.3M | 1,046 | 2026-06-30 |
| Baird Financial Group, Inc. | $1.3M | 0 | 2026-06-30 |
| Fearless Solutions, LLC Dba Best Invest | $1.2M | 0 | 2026-06-30 |
| Independent Financial Group, LLC | $1.1M | 481 | 2026-06-30 |
| Smart Portfolios, LLC | $1M | 4 | 2026-03-31 |
| Nations Financial Group Inc, /ia/ /adv | $890.2K | 0 | 2026-06-30 |
| Jane Street Group, LLC | $814.1K | 0 | 2026-06-30 |
| Tripletail Wealth Management, LLC | $573.5K | 2 | 2026-06-30 |
| Sankala Group LLC | $545.7K | 4 | 2026-06-30 |
| Kestra Advisory Services, LLC | $503K | 1,479 | 2026-06-30 |
| Unified Investment Management | $432.2K | 2 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $373.5K | 2,863 | 2026-06-30 |
| Perissos Private Wealth Management, LLC | $275.1K | 2 | 2026-06-30 |
| Plan Group Financial, LLC | $268K | 18 | 2026-06-30 |
| Onyx Bridge Wealth Group LLC | $203.5K | 22 | 2026-06-30 |
| Harbour Investments, Inc. | $198.1K | 247 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $159.4K | 480 | 2026-06-30 |
| Advisornet Wealth Partners | $118.3K | 58 | 2026-06-30 |
| Farther Finance Advisors, LLC | $91.3K | 334 | 2026-06-30 |
| Copia Wealth Management | $46.5K | 4 | 2026-06-30 |
| Morgan Stanley | $45.2K | 23,185 | 2026-06-30 |
| Key Financial, Inc. | $42.3K | 8 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $35.8K | 193 | 2026-06-30 |
| Bogart Wealth, LLC | $29.9K | 24 | 2026-06-30 |
| Noble Wealth Management Pbc. | $26.5K | 4 | 2026-06-30 |
| Eversource Wealth Advisors, LLC | $21.9K | 77 | 2026-06-30 |
| Ifp Advisors, Inc | $19K | 318 | 2026-06-30 |
| Fmr LLC | $16K | 0 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $15K | 0 | 2026-06-30 |
| Fifth Third Bancorp | $14.6K | 0 | 2026-06-30 |
| Highland Investment Advisors LLC | $12.1K | 10 | 2026-06-30 |
| Alphacore Capital LLC | $11.3K | 69 | 2026-06-30 |
| Blackrock, Inc. | $8K | 0 | 2026-06-30 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | $6.9K | 0 | 2026-06-30 |
| Private Trust Co NA | $4.1K | 0 | 2026-06-30 |
| Mather Group, Llc. | $4K | 110 | 2026-06-30 |
| Fiduciary Financial Advisors | $3.2K | 51 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $883 | 3,940 | 2026-03-31 |
| Thrivent Financial for Lutherans | $285 | 0 | 2026-06-30 |
| Wells Fargo & Company/mn | $25 | 0 | 2026-06-30 |