| Hightower Advisors, LLC | $55M | 1,046 | 2026-06-30 |
| Alm First Financial Advisors, LLC | $44.7M | 0 | 2026-06-30 |
| Cambria Investment Management, LP | $41.5M | 1 | 2026-06-30 |
| Bank of America Corp /de | $33.8M | 0 | 2026-06-30 |
| Raymond James Financial Inc | $33.2M | 0 | 2026-06-30 |
| Newedge Advisors | $24.4M | 601 | 2026-06-30 |
| Sepio Capital, LP | $22.1M | 19 | 2026-06-30 |
| UBS Group AG | $20.1M | 0 | 2026-06-30 |
| Cetera Investment Advisers | $19.9M | 10,370 | 2026-06-30 |
| Etf Architect | $15M | 6 | 2026-06-30 |
| Lpl Financial LLC | $14.8M | 23,458 | 2026-06-30 |
| Vestgen Advisors, LLC | $14.4M | 58 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $14.2M | 480 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $13.4M | 0 | 2026-06-30 |
| Triagen Wealth Management LLC | $13.3M | 3 | 2026-06-30 |
| State of Wisconsin Investment Board | $10.3M | 0 | 2026-06-30 |
| Warren Street Wealth Advisors, LLC | $8.2M | 10 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $7.4M | 1,026 | 2026-06-30 |
| Welch Financial Planning, LLC | $7.3M | 3 | 2026-06-30 |
| Professional Financial Management, Inc. | $6.8M | 3 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $6.7M | 2,863 | 2026-06-30 |
| Westview Management Dba Westview Investment Advisors | $6M | 4 | 2026-06-30 |
| Sound Portfolio Advisors, LLC | $5.5M | 2 | 2026-06-30 |
| Rothschild Investment LLC | $5.5M | 18 | 2026-06-30 |
| United Advisor Group, LLC | $5.4M | 58 | 2026-06-30 |
| Ignite Planners LLC | $5.3M | 24 | 2026-06-30 |
| Nations Financial Group Inc, /ia/ /adv | $4.8M | 0 | 2026-06-30 |
| One Plus One Wealth Management, LLC | $4.2M | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $4.2M | 0 | 2026-06-30 |
| Susquehanna International Group, LLP | $3.6M | 0 | 2026-06-30 |
| Fermata Advisors | $3.3M | 13 | 2026-06-30 |
| Stewardship Concepts Financial Services LLC | $3.3M | 4 | 2026-06-30 |
| Beacon Pointe Advisors, LLC | $3.2M | 466 | 2026-06-30 |
| Royal Bank of Canada | $3.1M | 0 | 2026-06-30 |
| Aprio Wealth Management, LLC | $3.1M | 36 | 2026-06-30 |
| Lexaurum Advisors, LLC | $3M | 35 | 2026-06-30 |
| Equitable Holdings, Inc. | $2.9M | 0 | 2026-06-30 |
| Fifth Third Securities, Inc. | $2.7M | 1,014 | 2026-06-30 |
| Envestnet Pmc | $2.6M | 60 | 2026-06-30 |
| Ascend Investment Partners | $2.6M | 5 | 2026-06-30 |
| Davenport & Co LLC | $2.2M | 339 | 2026-06-30 |
| Principal Securities, Inc. | $2M | 1,463 | 2026-06-30 |
| Sunbelt Securities, Inc. | $2M | 63 | 2026-03-31 |
| Vise Technologies, Inc. | $1.8M | 0 | 2026-06-30 |
| Western Wealth Management, LLC | $1.8M | 112 | 2026-06-30 |
| Measured Wealth Private Client Group, LLC | $1.8M | 10 | 2026-06-30 |
| Dynamic | $1.8M | 75 | 2026-06-30 |
| Savvy Advisors, Inc. | $1.7M | 214 | 2026-06-30 |
| Lifetime Wealth Management P.C. | $1.7M | 5 | 2026-06-30 |
| Snowden Capital Advisors LLC | $1.6M | 122 | 2026-06-30 |
| Napa Wealth Management | $1.5M | 0 | 2025-09-30 |
| Mather Group, Llc. | $1.5M | 110 | 2026-06-30 |
| Rps Advisory Solutions LLC | $1.3M | 4 | 2026-06-30 |
| Ae Wealth Management LLC | $1.3M | 471 | 2026-06-30 |
| Compound Planning, Inc. | $1.2M | 75 | 2026-06-30 |
| Focus Financial | $1.2M | 121 | 2026-06-30 |
| Old Mission Capital LLC | $1.2M | 0 | 2026-06-30 |
| Corefirst Bank & Trust | $1M | 0 | 2026-06-30 |
| Pinnacle Financial Partners, Inc. | $945.4K | 0 | 2026-06-30 |
| Stratos Investment Management, LLC | $754.7K | 7 | 2026-06-30 |
| Independent Financial Group, LLC | $673.8K | 481 | 2026-06-30 |
| Cauble & Harre Wealth Management, Inc. | $660.4K | 4 | 2026-06-30 |
| Morgan Stanley | $641.6K | 23,185 | 2026-06-30 |
| Caliber Wealth Management, LLC / Ks | $626.7K | 14 | 2026-06-30 |
| MML Investors Services, LLC | $596.2K | 5,120 | 2026-06-30 |
| Optivise Advisory Services LLC | $561.9K | 23 | 2026-06-30 |
| Kestra Private Wealth Services, LLC | $557.5K | 206 | 2026-06-30 |
| Private Advisor Group, LLC | $541.2K | 927 | 2026-06-30 |
| Ausdal Financial Partners, Inc. | $540.8K | 189 | 2026-06-30 |
| Pinnacle Financial Partners Inc | $521.1K | 0 | 2025-09-30 |
| Css Llc/il | $487.2K | 0 | 2026-06-30 |
| Accurate Wealth Management, LLC | $476.7K | 49 | 2026-06-30 |
| Iht Wealth Management LLC | $472.3K | 159 | 2026-06-30 |
| Visionary Wealth Advisors | $449.2K | 46 | 2026-06-30 |
| Kestra Advisory Services, LLC | $368.1K | 1,479 | 2026-06-30 |
| Formidable Asset Management, LLC | $350.8K | 13 | 2026-06-30 |
| Mutual Advisors, LLC | $321.9K | 153 | 2026-06-30 |
| J.W. Cole Advisors, Inc. | $319.2K | 499 | 2026-06-30 |
| Mbl Advisors | $274.1K | 10 | 2026-06-30 |
| Strive Financial Group , LLC | $267.6K | 11 | 2026-06-30 |
| Hilltop Holdings Inc. | $255.3K | 0 | 2026-06-30 |
| Gwn Securities Inc. | $248.7K | 449 | 2026-06-30 |
| Stifel Financial Corp | $247.2K | 0 | 2026-06-30 |
| Nuveen, LLC | $241.9K | 0 | 2026-06-30 |
| Synovus Financial Corp | $233.2K | 0 | 2025-09-30 |
| Aqr Capital Management LLC | $226.9K | 1 | 2026-06-30 |
| Gts Securities LLC | $210.4K | 0 | 2026-06-30 |
| Creative Financial Designs Inc /adv | $172.1K | 0 | 2026-06-30 |
| Jpmorgan Chase & Co | $144.5K | 0 | 2026-06-30 |
| Fifth Third Bancorp | $139.6K | 0 | 2026-06-30 |
| Ep Wealth Advisors, LLC | $107.7K | 338 | 2026-06-30 |
| Allworth Financial, LP | $78.2K | 317 | 2026-06-30 |
| Aspect Partners, LLC | $78K | 5 | 2026-06-30 |
| Comerica Bank | $71.7K | 0 | 2025-12-31 |
| Farther Finance Advisors, LLC | $68.5K | 334 | 2026-06-30 |
| Wells Fargo & Company/mn | $68.2K | 0 | 2026-06-30 |
| Foster & Motley Inc | $47.5K | 29 | 2026-06-30 |
| Shp Wealth Management | $40.6K | 32 | 2026-06-30 |
| Cwm, LLC | $33.7K | 667 | 2026-03-31 |
| Steward Partners Investment Advisory, LLC | $25.1K | 481 | 2026-06-30 |
| Independence Bank of Kentucky | $25K | 0 | 2026-06-30 |
| Lanark Financial, Inc. | $14.7K | 69 | 2026-06-30 |
| Ifp Advisors, Inc | $11.4K | 318 | 2026-06-30 |
| Opus Capital Group, LLC | $6.7K | 4 | 2026-06-30 |
| Essential Partners LLC | $6.4K | 2 | 2026-06-30 |
| Rockefeller Capital Management LP | $5.4K | 346 | 2026-06-30 |
| Triumph Capital Management | $4.5K | 14 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $3.1K | 3,940 | 2026-03-31 |
| Key Financial, Inc. | $2K | 8 | 2026-06-30 |
| Betterment LLC | $1K | 28 | 2026-06-30 |
| Dhjj Financial Advisors, Ltd. | $772 | 7 | 2026-06-30 |
| Centaurus Financial, Inc. | $703 | 431 | 2026-06-30 |
| Thoroughbred Financial Services, LLC | $472 | 34 | 2026-06-30 |
| Sankala Group LLC | $442 | 4 | 2026-06-30 |
| Park Avenue Securities LLC | $315 | 1,908 | 2026-06-30 |
| Kilter Group LLC | $145 | 8 | 2026-06-30 |