| Geneos Wealth Management, Inc. | $12.4M | 193 | 2026-06-30 |
| Lunt Capital Management, Inc. | $11.6M | 3 | 2026-06-30 |
| Soltis Investment Advisors LLC | $5.1M | 78 | 2026-06-30 |
| Lpl Financial LLC | $4.7M | 23,458 | 2026-06-30 |
| Summit Financial, LLC | $2.6M | 229 | 2026-06-30 |
| Susquehanna International Group, LLP | $2M | 0 | 2026-06-30 |
| Goldman Sachs Group Inc | $2M | 0 | 2026-06-30 |
| Geowealth Management, LLC | $992.3K | 0 | 2026-06-30 |
| Jane Street Group, LLC | $655.2K | 0 | 2026-06-30 |
| Morgan Stanley | $593.2K | 23,185 | 2026-06-30 |
| Kraft, Davis & Associates, LLC | $481.4K | 5 | 2026-06-30 |
| Atria Investments, Inc | $366.2K | 6 | 2026-06-30 |
| Raymond James Financial Inc | $365.5K | 0 | 2026-06-30 |
| Harbour Investments, Inc. | $320K | 247 | 2026-06-30 |
| Wealth Advisory Solutions, LLC | $316.5K | 9 | 2026-06-30 |
| Stifel Financial Corp | $284.3K | 0 | 2026-06-30 |
| Farther Finance Advisors, LLC | $279.1K | 334 | 2026-06-30 |
| United Advisor Group, LLC | $248.7K | 58 | 2026-06-30 |
| Osaic Holdings, Inc. | $226.4K | 0 | 2026-06-30 |
| Bluechip Wealth Advisors LLC | $212.9K | 6 | 2026-06-30 |
| Cwm, LLC | $203.1K | 667 | 2026-03-31 |
| International Assets Investment Management, LLC | $97.9K | 122 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $97.5K | 480 | 2026-06-30 |
| Creative Financial Designs Inc /adv | $14.5K | 0 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $7.8K | 481 | 2026-06-30 |
| UBS Group AG | $4.1K | 0 | 2026-06-30 |
| Parallel Advisors, LLC | $4.1K | 75 | 2026-06-30 |