| Wells Fargo & Company/mn | $5M | 0 | 2026-06-30 |
| Clear Creek Financial Management, LLC | $3.8M | 44 | 2026-06-30 |
| Beam Wealth Advisors, Inc. | $2.4M | 25 | 2026-06-30 |
| Snowden Capital Advisors LLC | $1.6M | 122 | 2026-06-30 |
| Focus Partners Wealth | $1.5M | 1,048 | 2026-06-30 |
| U.S. Capital Wealth Advisors, LLC | $1.4M | 0 | 2026-03-31 |
| Wiser Wealth Management, Inc | $1.3M | 5 | 2026-06-30 |
| Ieq Capital, LLC | $920.2K | 197 | 2026-06-30 |
| Lido Advisors, LLC | $811K | 320 | 2026-06-30 |
| Sanctuary Advisors, LLC | $809.1K | 401 | 2026-06-30 |
| Soltis Investment Advisors LLC | $806.8K | 78 | 2026-06-30 |
| Jpmorgan Chase & Co | $734.7K | 0 | 2026-06-30 |
| Magnolia Capital Advisors LLC | $717.3K | 16 | 2026-06-30 |
| Meitav Investment House Ltd | $664.8K | 0 | 2026-06-30 |
| Rfg Advisory, LLC | $659.2K | 191 | 2026-06-30 |
| Arax Advisory Partners | $610.3K | 232 | 2026-06-30 |
| Claro Advisors Inc. | $609.8K | 20 | 2026-06-30 |
| Atria Investments, Inc | $607.7K | 6 | 2026-06-30 |
| Highline Wealth Partners LLC | $575.7K | 17 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $547.1K | 481 | 2026-06-30 |
| Cwa Asset Management Group, LLC | $491.9K | 49 | 2026-06-30 |
| Twelve Points Wealth Management LLC | $490.8K | 20 | 2026-06-30 |
| Keel Point, LLC | $466.8K | 49 | 2026-06-30 |
| Harbour Wealth Management Group, Inc. | $448K | 3 | 2026-06-30 |
| Optima Capital LLC | $444.7K | 6 | 2026-06-30 |
| Fielder Capital Group LLC | $422.5K | 8 | 2026-06-30 |
| Quadrature Capital Ltd | $410.5K | 0 | 2026-06-30 |
| Jane Street Group, LLC | $404.6K | 0 | 2026-06-30 |
| Brandywine Oak Private Wealth LLC | $379.2K | 10 | 2026-06-30 |
| Envestnet Pmc | $343.7K | 60 | 2026-06-30 |
| Wolverine Trading, LLC | $319.5K | 0 | 2025-09-30 |
| Rothschild Investment LLC | $282K | 18 | 2026-06-30 |
| Perigon Wealth Management, LLC | $266.8K | 92 | 2026-06-30 |
| Daviman Financial, LLC | $265.6K | 4 | 2026-06-30 |
| Orion Porfolio Solutions, LLC | $262.7K | 199 | 2026-06-30 |
| Coastline Trust Co | $251.5K | 0 | 2026-06-30 |
| A16z Perennial Management, LP | $250.4K | 0 | 2026-06-30 |
| Moneta Group Investment Advisors LLC | $244.9K | 256 | 2026-06-30 |
| Columbia Advisory Partners LLC | $244.4K | 18 | 2026-06-30 |
| Schonfeld Strategic Advisors LLC | $233.5K | 0 | 2026-06-30 |
| Archer Investment Management, LLC | $228.7K | 3 | 2026-06-30 |
| Wealthcare Advisory Partners LLC | $221.9K | 170 | 2026-06-30 |
| Clearwater Capital Advisors, LLC | $220K | 15 | 2026-06-30 |
| Cresset Asset Management, LLC | $217.7K | 212 | 2026-06-30 |
| Mariner, LLC | $205K | 0 | 2026-06-30 |
| MML Investors Services, LLC | $198.1K | 5,120 | 2026-06-30 |
| Wealthcare Capital Management LLC | $191.3K | 32 | 2026-06-30 |
| Oxenfree Capital LLC | $181.1K | 8 | 2026-06-30 |
| Concentrum Wealth Management | $177K | 5 | 2026-06-30 |
| Creativeone Wealth, LLC | $173.5K | 221 | 2026-06-30 |
| Gainline Financial Partners, LLC | $157.8K | 7 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $151.5K | 1,026 | 2026-06-30 |
| Brookstone Capital Management | $148.6K | 337 | 2026-06-30 |
| Mgo One Seven LLC | $144.3K | 118 | 2026-06-30 |
| Susquehanna International Group, LLP | $142.6K | 0 | 2026-06-30 |
| Bamboo Wealth Strategies | $128.2K | 5 | 2026-06-30 |
| Visionary Wealth Advisors | $128K | 46 | 2026-06-30 |
| Capital Advisors Inc/ok | $117K | 0 | 2026-06-30 |
| Mrp Capital Investments, LLC | $85.9K | 3 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $58.4K | 480 | 2026-06-30 |
| Gunpowder Capital Management, LLC Dba Oliver Wealth Management | $53.2K | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $45.2K | 0 | 2026-06-30 |
| Center for Financial Planning Inc | $29.3K | 17 | 2026-06-30 |
| Brown Brothers Harriman Mutual Fund Advisory Department | $26.8K | 0 | 2026-06-30 |
| Institute for Wealth Management, Llc. | $25.7K | 13 | 2026-06-30 |
| Farther Finance Advisors, LLC | $21.2K | 334 | 2026-06-30 |
| Quaker Wealth Management, LLC | $18.7K | 5 | 2026-06-30 |
| Ross | $16.9K | 3 | 2026-06-30 |
| Lodestone Wealth Management LLC | $16.2K | 3 | 2026-06-30 |
| Cwm, LLC | $16K | 667 | 2026-03-31 |
| Ifp Advisors, Inc | $15.7K | 318 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $15.3K | 193 | 2026-06-30 |
| Parallel Advisors, LLC | $13.1K | 75 | 2026-06-30 |
| Sankala Group LLC | $13.1K | 4 | 2026-06-30 |
| Morgan Stanley | $11.3K | 23,185 | 2026-06-30 |
| Ankerstar Wealth, LLC | $10.6K | 6 | 2026-06-30 |
| Beaird Harris Wealth Management, LLC | $9.6K | 18 | 2026-06-30 |
| Hollencrest Capital Management | $9.3K | 15 | 2026-06-30 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | $7.9K | 0 | 2026-06-30 |
| Planvest Financial, Inc | $7.8K | 6 | 2026-06-30 |
| McIlrath & Eck, LLC | $7.7K | 6 | 2026-03-31 |
| PNC Financial Services Group, Inc. | $7.4K | 0 | 2026-06-30 |
| Physician Wealth Advisors, Inc. | $5.4K | 9 | 2026-06-30 |
| Fiduciary Financial Advisors | $4.2K | 51 | 2026-06-30 |
| My Portfolio Guide, LLC | $4K | 3 | 2026-03-31 |
| Allworth Financial, LP | $3.8K | 317 | 2026-06-30 |
| Larson Financial Group LLC | $3.4K | 67 | 2026-06-30 |
| Virtu Financial LLC | $2.9K | 0 | 2026-06-30 |
| Eversource Wealth Advisors, LLC | $2.6K | 77 | 2026-06-30 |
| Betterment LLC | $1.6K | 28 | 2026-06-30 |
| Jpl Wealth Management, LLC | $1.4K | 2 | 2026-06-30 |
| Silver Grove Financial Group, Inc. | $1.4K | 17 | 2026-06-30 |
| Hurley Capital, LLC | $1.1K | 3 | 2026-06-30 |
| Tower Research Capital LLC (trc) | $316 | 0 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $263 | 3,940 | 2026-03-31 |