| Stifel Financial Corp | $274.2M | 0 | 2026-06-30 |
| Bank of America Corp /de | $23.7M | 0 | 2026-06-30 |
| Lpl Financial LLC | $13.5M | 23,458 | 2026-06-30 |
| Morgan Stanley | $12.6M | 23,185 | 2026-06-30 |
| UBS Group AG | $9.2M | 0 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $7.4M | 193 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $7M | 0 | 2026-06-30 |
| Wick Capital Partners, LLC | $4.5M | 11 | 2026-06-30 |
| Goldman Sachs Group Inc | $4.4M | 0 | 2026-06-30 |
| Raymond James Financial Inc | $3.1M | 0 | 2026-06-30 |
| Arkadios Wealth Advisors | $3M | 226 | 2026-06-30 |
| Lunt Capital Management, Inc. | $2.8M | 3 | 2026-06-30 |
| Bingham Private Wealth, LLC | $2.8M | 1 | 2026-06-30 |
| Envestnet Pmc | $2.7M | 60 | 2026-06-30 |
| Longview Financial Advisors, Inc. | $2.6M | 3 | 2026-06-30 |
| Davis Investment Partners, LLC | $2.1M | 2 | 2026-06-30 |
| Cetera Investment Advisers | $2.1M | 10,370 | 2026-06-30 |
| Royal Bank of Canada | $1.8M | 0 | 2026-06-30 |
| Carroll Advisory Group, LLC | $1.8M | 4 | 2026-06-30 |
| Friedenthal Financial, LLC | $1.7M | 4 | 2026-06-30 |
| Susquehanna International Group, LLP | $1.6M | 0 | 2026-06-30 |
| Sfe Investment Counsel | $1.6M | 10 | 2026-06-30 |
| Cerity Partners LLC | $1.4M | 777 | 2026-06-30 |
| Newedge Advisors | $1.3M | 601 | 2026-06-30 |
| Shade Tree Advisors LLC | $1.3M | 20 | 2026-06-30 |
| National Philanthropic Trust | $1.3M | 0 | 2026-06-30 |
| Baird Financial Group, Inc. | $1.2M | 0 | 2026-06-30 |
| Diversified Management Inc | $1.1M | 6 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $1.1M | 2,863 | 2026-06-30 |
| Breakwater Capital Group | $1.1M | 5 | 2026-06-30 |
| Everest Private Wealth | $1M | 2 | 2026-06-30 |
| Jones Financial Companies LLLP | $914.5K | 0 | 2026-06-30 |
| Rockefeller Capital Management LP | $870.5K | 346 | 2026-06-30 |
| Kestra Advisory Services, LLC | $823.9K | 1,479 | 2026-06-30 |
| Osaic Holdings, Inc. | $809.2K | 0 | 2026-06-30 |
| Creative Planning | $753.5K | 1,171 | 2026-06-30 |
| Fiduciary Financial Advisors | $669K | 51 | 2026-06-30 |
| Fmr LLC | $624.2K | 0 | 2026-06-30 |
| Truist Financial Corp | $613.6K | 0 | 2026-06-30 |
| Sanctuary Advisors, LLC | $607.4K | 401 | 2026-06-30 |
| Up Strategic Wealth Investment Advisors LLC | $589.9K | 4 | 2026-06-30 |
| Sykon Capital LLC | $561K | 5 | 2026-06-30 |
| Gladstone Institutional Advisory LLC | $545.1K | 108 | 2026-06-30 |
| Hightower Advisors, LLC | $505.2K | 1,046 | 2026-06-30 |
| Alphacore Capital LLC | $503.2K | 69 | 2026-06-30 |
| Prospera Financial Services, Inc. | $490.3K | 270 | 2026-06-30 |
| Ameriprise Financial Inc | $476.6K | 0 | 2026-06-30 |
| Rothschild Investment LLC | $468.3K | 18 | 2026-06-30 |
| Fielder Capital Group LLC | $463.1K | 8 | 2026-06-30 |
| Mission Wealth Management, LP | $439.7K | 138 | 2026-06-30 |
| Choate Investment Advisors | $417.7K | 15 | 2026-06-30 |
| Vise Technologies, Inc. | $414K | 0 | 2026-06-30 |
| Gilliland Jeter Wealth Management, LLC | $383.7K | 3 | 2026-06-30 |
| Fort Point Capital Partners LLC | $361.6K | 20 | 2026-06-30 |
| Retirement Income Solutions, Inc | $340.1K | 16 | 2026-06-30 |
| Castleview Partners, LLC | $333K | 13 | 2026-06-30 |
| Captrust Financial Advisors | $332.4K | 962 | 2026-06-30 |
| US Bancorp | $320.2K | 0 | 2026-06-30 |
| Rede Wealth, LLC | $319.1K | 2 | 2026-06-30 |
| Integris Wealth Management, LLC | $308.1K | 12 | 2026-06-30 |
| Gts Securities LLC | $303.6K | 0 | 2026-06-30 |
| Dodds Wealth, LLC | $301.8K | 7 | 2026-06-30 |
| Quantinno Capital Management LP | $297.3K | 0 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $279.7K | 1,026 | 2026-06-30 |
| Xtx Topco Ltd | $271.1K | 0 | 2026-06-30 |
| Beese Fulmer Investment Management, Inc. | $267.8K | 7 | 2026-06-30 |
| Pinnacle Family Advisors, LLC | $250.1K | 9 | 2026-06-30 |
| Harbour Investments, Inc. | $249K | 247 | 2026-06-30 |
| Westshore Wealth, LLC | $241.3K | 6 | 2026-06-30 |
| Fiduciary Financial Group, LLC | $238K | 9 | 2026-06-30 |
| Cahill Financial Advisors, Inc. | $236.5K | 12 | 2026-06-30 |
| Merit Financial Group, LLC | $215.8K | 295 | 2026-06-30 |
| Valeo Financial Advisors, LLC | $207.9K | 108 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $202.1K | 0 | 2026-06-30 |
| Allworth Financial, LP | $165.8K | 317 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $125.5K | 21 | 2026-06-30 |
| Pension & Wealth Management Advisors, Inc. | $120.1K | 7 | 2026-06-30 |
| Lodestone Wealth Management LLC | $91.1K | 3 | 2026-06-30 |
| Spire Wealth Management | $64.4K | 3 | 2026-06-30 |
| Blair William & Co/il | $58.2K | 329 | 2026-06-30 |
| Ifg Advisory, LLC | $31.1K | 110 | 2026-06-30 |
| Clearstead; Clearstead Advisory Solutions | $25.5K | 64 | 2026-06-30 |
| Fourth Dimension Wealth, LLC | $16.3K | 9 | 2026-06-30 |
| International Assets Investment Management, LLC | $14.8K | 122 | 2026-06-30 |
| Game Plan Financial Advisors, LLC | $11.9K | 2 | 2026-06-30 |
| Tower Research Capital LLC (trc) | $9.2K | 0 | 2026-06-30 |
| Vanguard Advisers Inc | $3.1K | 2,469 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $3K | 480 | 2026-06-30 |
| Thrivent Financial for Lutherans | $2.8K | 0 | 2026-06-30 |
| Capital Advisors, Ltd., LLC | $2.6K | 11 | 2026-06-30 |
| Glen Eagle Advisors, LLC | $1.8K | 13 | 2026-06-30 |
| Janney Montgomery Scott LLC | $1.4K | 1,342 | 2026-06-30 |
| Comerica Bank | $421 | 0 | 2025-12-31 |
| Simplex Trading, LLC | $414 | 0 | 2026-06-30 |
| Thoroughbred Financial Services, LLC | $345 | 34 | 2026-06-30 |
| Strategic Wealth Advisors, LLC | $45 | 4 | 2026-06-30 |
| Wells Fargo & Company/mn | $23 | 0 | 2026-06-30 |
| Cx Institutional | $6 | 80 | 2026-06-30 |