| Lpl Financial LLC | $153.7M | 23,458 | 2026-06-30 |
| Bank of America Corp /de | $83.5M | 0 | 2026-06-30 |
| Pacific Wealth Management | $35M | 8 | 2026-06-30 |
| Envestnet Pmc | $34.6M | 60 | 2026-06-30 |
| Bensler, LLC | $31.7M | 32 | 2026-06-30 |
| Truist Financial Corp | $30.8M | 0 | 2026-06-30 |
| Horizon Wealth Management | $25.3M | 6 | 2026-06-30 |
| &partners | $24.3M | 555 | 2026-06-30 |
| Wincap Financial LLC | $22.7M | 7 | 2026-06-30 |
| Private Advisor Group, LLC | $19.5M | 927 | 2026-06-30 |
| Royal Bank of Canada | $11.7M | 0 | 2026-06-30 |
| Pathstone Holdings, LLC | $9.4M | 0 | 2026-06-30 |
| Jane Street Group, LLC | $7.8M | 0 | 2026-06-30 |
| Old Mission Capital LLC | $6.5M | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $6.3M | 0 | 2026-06-30 |
| TD Waterhouse Canada Inc. | $5.1M | 0 | 2026-06-30 |
| Hightower Advisors, LLC | $4.5M | 1,046 | 2026-06-30 |
| Proactive Wealth Strategies, LLC | $3.9M | 5 | 2026-06-30 |
| Sanctuary Advisors, LLC | $3.9M | 401 | 2026-06-30 |
| Highpoint Advisor Group LLC | $3.5M | 114 | 2026-06-30 |
| Citadel Advisors LLC | $3.2M | 0 | 2026-06-30 |
| Susquehanna International Group, LLP | $3.2M | 0 | 2026-06-30 |
| Mainstay Capital Management LLC /adv | $2.5M | 0 | 2026-06-30 |
| Goldman Sachs Group Inc | $2.5M | 0 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $1.7M | 2,863 | 2026-06-30 |
| Goldstein Advisors, LLC | $1.4M | 12 | 2026-06-30 |
| Davenport & Co LLC | $1.3M | 339 | 2026-06-30 |
| Prosperity Wealth Management, Inc. | $1.1M | 56 | 2025-12-31 |
| Permanens Capital LP | $1M | 4 | 2026-06-30 |
| Providence First Trust Co | $989.6K | 0 | 2026-06-30 |
| Vestgen Advisors, LLC | $855.4K | 58 | 2026-06-30 |
| Kovack Advisors, Inc. | $833.7K | 258 | 2026-06-30 |
| Sankala Group LLC | $789.8K | 4 | 2026-06-30 |
| Global Retirement Partners LLC | $581.1K | 491 | 2026-06-30 |
| Stratos Wealth Partners, Ltd. | $562.8K | 386 | 2026-06-30 |
| Kestra Advisory Services, LLC | $548K | 1,479 | 2026-06-30 |
| United Capital Financial Advisors, LLC | $536.8K | 166 | 2026-06-30 |
| Private Trust Co NA | $408.5K | 0 | 2026-06-30 |
| Security National Bank of Sioux City Iowa /ia | $393.8K | 0 | 2026-03-31 |
| Navis Wealth Advisors LLC | $309.6K | 7 | 2026-06-30 |
| Nautilus Advisors LLC | $230.4K | 3 | 2026-06-30 |
| Security National Bank of So Dak | $206.7K | 0 | 2026-03-31 |
| Fifth Third Bancorp | $150.3K | 0 | 2026-06-30 |
| Farther Finance Advisors, LLC | $137.9K | 334 | 2026-06-30 |
| Triumph Capital Management | $67.2K | 14 | 2026-06-30 |
| Halbert Hargrove Global Advisors, LLC | $42.3K | 43 | 2026-06-30 |
| Cwm, LLC | $37.7K | 667 | 2026-03-31 |
| Steward Partners Investment Advisory, LLC | $15.5K | 481 | 2026-06-30 |
| International Assets Investment Management, LLC | $9.3K | 122 | 2026-06-30 |
| Creative Financial Designs Inc /adv | $7.9K | 0 | 2026-06-30 |
| Newedge Advisors | $7.3K | 601 | 2026-06-30 |
| Janney Montgomery Scott LLC | $4.5K | 1,342 | 2026-06-30 |
| Tsfg, LLC | $2.9K | 6 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $1.6K | 3,940 | 2026-03-31 |
| Assetmark, Inc | $1.1K | 220 | 2026-06-30 |