| Midland Wealth Management | $105.7M | 22 | 2026-06-30 |
| Bank of America Corp /de | $99.9M | 0 | 2026-06-30 |
| Morgan Stanley | $57.6M | 23,185 | 2026-06-30 |
| Rwa Wealth Partners, LLC | $57M | 72 | 2026-06-30 |
| Lpl Financial LLC | $54.1M | 23,458 | 2026-06-30 |
| Mirae Asset Global Investments Co., Ltd. | $51.4M | 0 | 2026-06-30 |
| Capital City Trust Co/fl | $49.8M | 0 | 2026-06-30 |
| Sbi Securities Co., Ltd. | $30.2M | 0 | 2026-06-30 |
| Citadel Advisors LLC | $28.2M | 0 | 2026-06-30 |
| Ep Wealth Advisors, LLC | $24.1M | 338 | 2026-06-30 |
| Valtinson Bruner Financial Planning LLC | $21.8M | 7 | 2026-06-30 |
| Cadence Wealth Management LLC | $17.9M | 6 | 2026-06-30 |
| Alliancebernstein LP | $16.9M | 517 | 2026-06-30 |
| Fluent Financial, LLC | $16.6M | 4 | 2026-06-30 |
| Hamilton Capital Partners Inc. | $14.8M | 0 | 2026-06-30 |
| Harvest Portfolios Group Inc. | $14.4M | 0 | 2026-06-30 |
| Retirement Financial Solutions, LLC | $14.4M | 15 | 2026-06-30 |
| MML Investors Services, LLC | $14.3M | 5,120 | 2026-06-30 |
| Cetera Investment Advisers | $13.6M | 10,370 | 2026-06-30 |
| One Wealth Map LLC | $13.3M | 5 | 2026-06-30 |
| Tidal Investments LLC | $12.4M | 0 | 2026-06-30 |
| Wells Fargo & Company/mn | $12.1M | 0 | 2026-06-30 |
| Quadrature Capital Ltd | $11.6M | 0 | 2026-06-30 |
| Jump Financial, LLC | $11.6M | 0 | 2026-06-30 |
| Ameriprise Financial Inc | $11.4M | 0 | 2026-06-30 |
| North Ridge Wealth Advisors, Inc. | $10.9M | 0 | 2026-03-31 |
| Savant Wealth Management | $10.9M | 405 | 2026-06-30 |
| National Bank of Canada /fi | $10.7M | 0 | 2026-06-30 |
| UBS Group AG | $10.4M | 0 | 2026-06-30 |
| Sellwood Investment Partners LLC | $8.4M | 8 | 2026-06-30 |
| Nbt Bank, N.A. | $8.2M | 0 | 2026-06-30 |
| Institute for Wealth Management, Llc. | $8M | 13 | 2026-06-30 |
| Professional Financial Management, Inc. | $7.9M | 3 | 2026-06-30 |
| Royal Bank of Canada | $7.1M | 0 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $7.1M | 0 | 2026-06-30 |
| Susquehanna International Group, LLP | $6.9M | 0 | 2026-06-30 |
| Advisory Services Network | $6.2M | 253 | 2026-06-30 |
| Causey Wealth LLC | $6M | 4 | 2026-06-30 |
| Baird Financial Group, Inc. | $6M | 0 | 2026-06-30 |
| Riverfront Investment Group, LLC | $6M | 30 | 2026-06-30 |
| Wolverine Trading, LLC | $6M | 0 | 2025-09-30 |
| Northern Trust Corp | $5.6M | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $5.4M | 0 | 2026-06-30 |
| Fermata Advisors | $5.3M | 13 | 2026-06-30 |
| Clear Investment Research, LLC | $5.2M | 3 | 2026-06-30 |
| Beverly Hills Private Wealth, LLC | $5.2M | 6 | 2026-06-30 |
| Tectonic Advisors LLC | $4.9M | 3 | 2026-06-30 |
| &partners | $4.7M | 555 | 2026-06-30 |
| Goldman Sachs Group Inc | $4.5M | 0 | 2026-06-30 |
| Captrust Financial Advisors | $4.3M | 962 | 2026-06-30 |
| Sankala Group LLC | $4M | 4 | 2026-06-30 |
| Raymond James Financial Inc | $3.9M | 0 | 2026-06-30 |
| First Commonwealth Financial Corp /PA | $3.7M | 0 | 2026-06-30 |
| Cassaday & Co Wealth Management LLC | $3.4M | 47 | 2026-06-30 |
| Envestnet Pmc | $3.4M | 60 | 2026-06-30 |
| Tower Research Capital LLC (trc) | $3.1M | 0 | 2026-06-30 |
| Nottingham Advisors, Inc. | $3M | 8 | 2026-06-30 |
| Meridian Wealth Management, LLC | $2.8M | 58 | 2026-06-30 |
| Jones Financial Companies LLLP | $2.5M | 0 | 2026-06-30 |
| Independent Financial Group, LLC | $2.5M | 481 | 2026-06-30 |
| Sigma Planning Corp | $2.3M | 474 | 2026-06-30 |
| Compass Financial Management LLC | $2.3M | 46 | 2026-06-30 |
| Gts Securities LLC | $2M | 0 | 2026-06-30 |
| Decker Retirement Planning Inc. | $1.9M | 10 | 2026-06-30 |
| Fiduciary Financial Advisors | $1.8M | 51 | 2026-06-30 |
| Citigroup Inc | $1.6M | 0 | 2026-06-30 |
| Hightower Advisors, LLC | $1.6M | 1,046 | 2026-06-30 |
| Lifetime Wealth Management P.C. | $1.5M | 5 | 2026-06-30 |
| Englebert Financial Advisers, LLC | $1.5M | 3 | 2026-06-30 |
| New Edge Wealth | $1.5M | 151 | 2026-06-30 |
| Mariner, LLC | $1.5M | 0 | 2026-06-30 |
| Scotia Capital Inc. | $1.4M | 0 | 2026-06-30 |
| Stifel Financial Corp | $1.4M | 0 | 2026-06-30 |
| Conrad Siegel Investment Advisors | $1.4M | 24 | 2026-06-30 |
| Greenberg Financial Group | $1.3M | 6 | 2025-12-31 |
| Rareview Capital LLC | $1.3M | 5 | 2026-06-30 |
| Trivium Point Advisory, LLC | $1.2M | 18 | 2026-06-30 |
| Gladstone Institutional Advisory LLC | $1.1M | 108 | 2026-06-30 |
| Argentarii, LLC | $1.1M | 5 | 2026-06-30 |
| Richmond Brothers, Inc. | $1M | 4 | 2026-06-30 |
| Farther Finance Advisors, LLC | $980.1K | 334 | 2026-06-30 |
| Mai Capital Management | $963.8K | 308 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $952.1K | 2,863 | 2026-06-30 |
| Ae Wealth Management LLC | $934.3K | 471 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $900K | 481 | 2026-06-30 |
| Jpmorgan Chase & Co | $900K | 0 | 2026-06-30 |
| Guidance Capital, Inc. | $885K | 8 | 2026-06-30 |
| Stokes Family Office LLC | $832.5K | 12 | 2026-06-30 |
| Kovack Advisors, Inc. | $790.5K | 258 | 2026-06-30 |
| Johnson & White Wealth Management LLC | $742.7K | 7 | 2026-06-30 |
| Newedge Advisors | $729K | 601 | 2026-06-30 |
| Legacy Private Trust Co. | $725.4K | 0 | 2026-06-30 |
| Harpswell Capital Advisors, LLC | $704.5K | 0 | 2026-06-30 |
| Creative Planning | $703.8K | 1,171 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $695.7K | 1,026 | 2026-06-30 |
| Sageview Advisory Group, LLC | $685.7K | 94 | 2026-06-30 |
| Leading Edge Financial Planning LLC | $618.8K | 9 | 2026-06-30 |
| World Investment Advisors | $580.5K | 359 | 2026-06-30 |
| Prelude Capital Management, LLC | $579.9K | 0 | 2026-06-30 |
| Inscription Capital, LLC | $576.5K | 12 | 2026-06-30 |
| Edelman Financial Engines | $568.2K | 722 | 2026-06-30 |
| Bcwm, LLC | $546.5K | 7 | 2026-06-30 |
| Two Sigma Securities, LLC | $543.7K | 0 | 2026-06-30 |
| Simplex Trading, LLC | $528.4K | 0 | 2026-06-30 |
| Haven Private, LLC | $517.8K | 6 | 2026-06-30 |
| Quadcap Wealth Management, LLC | $474.1K | 13 | 2026-06-30 |
| Avise Financial Cooperative, Inc. | $461.5K | 7 | 2026-06-30 |
| Maridea Wealth Management | $450K | 38 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $444.3K | 0 | 2026-06-30 |
| Eversource Wealth Advisors, LLC | $429.5K | 77 | 2026-06-30 |
| Equitable Holdings, Inc. | $405.8K | 0 | 2026-06-30 |
| Pfg Advisors | $405.2K | 83 | 2026-06-30 |
| Clarity Financial LLC | $397.1K | 14 | 2026-06-30 |
| Marshall Financial Group, LLC | $396.6K | 14 | 2026-06-30 |
| Cwc Advisors, Llc. | $395.9K | 5 | 2026-06-30 |
| Fwl Investment Management, LLC | $394.6K | 2 | 2026-06-30 |
| Gilman Hill Asset Management, LLC | $393.7K | 5 | 2026-06-30 |
| Brighton Jones LLC | $390.9K | 159 | 2026-06-30 |
| Koshinski Asset Management, Inc. | $348.5K | 69 | 2026-06-30 |
| Corient Private Wealth LP | $347.5K | 674 | 2026-06-30 |
| Signet Private Wealth LLC | $341.7K | 4 | 2026-06-30 |
| Ameritas Advisory Services, LLC | $307K | 550 | 2026-06-30 |
| Triagen Wealth Management LLC | $304.5K | 3 | 2026-06-30 |
| Atlanta Consulting Group Advisors, LLC | $302.4K | 8 | 2026-06-30 |
| Balefire, LLC | $299.4K | 37 | 2026-06-30 |
| Ieq Capital, LLC | $298.7K | 197 | 2026-06-30 |
| J. Safra Sarasin Holding AG | $283.1K | 0 | 2026-06-30 |
| Iht Wealth Management LLC | $277K | 159 | 2026-06-30 |
| Paragon Advisors, LLC | $272.6K | 13 | 2026-06-30 |
| Cwm, LLC | $261.7K | 667 | 2026-03-31 |
| Red Reef Advisors LLC | $251.5K | 3 | 2026-06-30 |
| Boothbay Fund Management, LLC | $250.6K | 0 | 2026-06-30 |
| Ares Financial Consulting, LLC | $249.6K | 4 | 2026-06-30 |
| Moldenhauer & Associates | $248.5K | 10 | 2026-06-30 |
| Freestate Advisors LLC | $245.1K | 9 | 2026-06-30 |
| Vanguard Capital | $234.9K | 5 | 2026-06-30 |
| Capital Investment Counsel, Inc | $227.8K | 4 | 2026-06-30 |
| Switchpoint Financial Planning, LLC | $226.1K | 2 | 2026-06-30 |
| Sharkey, Howes & Javer | $222.2K | 9 | 2026-06-30 |
| Sage Investment Counsel LLC | $221.3K | 4 | 2026-06-30 |
| Rfg Advisory, LLC | $207.8K | 191 | 2026-06-30 |
| Vanderpol Investments LLC | $207.8K | 3 | 2025-12-31 |
| Carrera Capital Advisors | $205.3K | 9 | 2026-06-30 |
| Tudor Investment Corp Et Al | $202.9K | 0 | 2026-06-30 |
| Private Trust Co NA | $199.8K | 0 | 2026-06-30 |
| Rockefeller Capital Management LP | $173.2K | 346 | 2026-06-30 |
| Creative Financial Designs Inc /adv | $132.8K | 0 | 2026-06-30 |
| Global Retirement Partners LLC | $131.8K | 491 | 2026-06-30 |
| Rothschild Investment LLC | $107.4K | 18 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $104.9K | 480 | 2026-06-30 |
| Beacon Capital Management, Inc. | $96.8K | 26 | 2026-06-30 |
| The Quarry LP | $93.7K | 0 | 2026-06-30 |
| Gladwyn Financial Advisors, Inc. | $92K | 2 | 2026-06-30 |
| Qube Research & Technologies Ltd | $72.4K | 0 | 2026-06-30 |
| Harbour Investments, Inc. | $57K | 247 | 2026-06-30 |
| Geowealth Management, LLC | $51.7K | 0 | 2026-06-30 |
| Hantz Financial Services, Inc. | $48K | 396 | 2026-06-30 |
| Ifp Advisors, Inc | $46.3K | 318 | 2026-06-30 |
| Pinnacle Wealth Planning Services, Inc. | $45.6K | 20 | 2026-06-30 |
| Keating Financial Advisory Services, Inc. | $40.2K | 25 | 2026-06-30 |
| Arax Advisory Partners | $38.3K | 232 | 2026-06-30 |
| Continuum Advisory, LLC | $34.9K | 40 | 2026-06-30 |
| Marshall & Sterling Wealth Advisors Inc. | $31.6K | 10 | 2026-06-30 |
| Whipplewood Advisors, LLC | $26.3K | 5 | 2026-06-30 |
| Decisionpoint Financial, LLC | $25.4K | 13 | 2026-06-30 |
| Pflug Koory, LLC | $21.9K | 0 | 2026-06-30 |
| Fmr LLC | $21.3K | 0 | 2026-06-30 |
| Group One Trading LLC | $20K | 0 | 2026-06-30 |
| Synergy Investment Management, LLC | $15.4K | 19 | 2026-06-30 |
| Prosperity Bancshares Inc | $15.1K | 0 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $15K | 3,940 | 2026-03-31 |
| Flagship Wealth Advisors, LLC | $13.5K | 9 | 2026-06-30 |
| Howe & Rusling Inc | $13K | 10 | 2026-06-30 |
| Quest 10 Wealth Builders, Inc. | $11.8K | 3 | 2026-06-30 |
| Comerica Bank | $11.4K | 0 | 2025-12-31 |
| Flow Traders U.S. LLC | $10.3K | 0 | 2026-06-30 |
| Frazier Financial Advisors, LLC | $8.5K | 11 | 2026-06-30 |
| Bnp Paribas Financial Markets | $7.5K | 0 | 2026-06-30 |
| Bank of Montreal /can | $7.4K | 0 | 2026-06-30 |
| TD Waterhouse Canada Inc. | $6.3K | 0 | 2026-06-30 |
| Noble Wealth Management Pbc. | $5.2K | 4 | 2026-06-30 |
| Blue Trust, Inc. | $4.7K | 0 | 2026-06-30 |
| Mather Group, Llc. | $4.4K | 110 | 2026-06-30 |
| Ameritas Investment Partners, Inc. | $3.1K | 7 | 2026-06-30 |
| Johnson Financial Group, Inc. | $2.6K | 0 | 2026-06-30 |
| Markowski Investments | $1.5K | 10 | 2026-06-30 |
| Angeles Wealth Management, LLC | $1.2K | 9 | 2026-06-30 |
| Fifth Third Bancorp | $976 | 0 | 2026-06-30 |
| Park Avenue Securities LLC | $823 | 1,908 | 2026-06-30 |
| Costello Asset Management, Inc. | $723 | 2 | 2026-06-30 |
| Lavaca Capital, LLC | $586 | 4 | 2026-06-30 |
| Lloyd Advisory Services, Llc. | $459 | 7 | 2026-06-30 |
| Orographic Financial Advisors | $383 | 2 | 2026-06-30 |
| Janney Montgomery Scott LLC | $374 | 1,342 | 2026-06-30 |
| Gamma Investing LLC | $325 | 7 | 2026-06-30 |
| Capital A Wealth Management, LLC | $324 | 12 | 2025-06-30 |
| Huntington National Bank | $65 | 0 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $65 | 21 | 2026-06-30 |
| Smartleaf Asset Management LLC | $14 | 9 | 2026-06-30 |
| Financial Connections Group, Inc. | $5 | 0 | 2026-03-31 |