| Morgan Stanley | $21.3M | 23,185 | 2026-06-30 |
| Wells Fargo & Company/mn | $20.2M | 0 | 2026-06-30 |
| Lpl Financial LLC | $12.4M | 23,458 | 2026-06-30 |
| Beta Wealth Group, Inc. | $9.6M | 3 | 2026-06-30 |
| Raymond James Financial Inc | $9.2M | 0 | 2026-06-30 |
| Arax Advisory Partners | $6.7M | 232 | 2026-06-30 |
| 626 Financial, LLC | $6.7M | 5 | 2026-06-30 |
| Archer Investment Corp | $6.5M | 78 | 2026-06-30 |
| Private Advisor Group, LLC | $5.5M | 927 | 2026-06-30 |
| Jones Financial Companies LLLP | $4.5M | 0 | 2026-06-30 |
| Vestgen Advisors, LLC | $3.5M | 58 | 2026-06-30 |
| Cetera Investment Advisers | $3.4M | 10,370 | 2026-06-30 |
| Baird Financial Group, Inc. | $3.1M | 0 | 2026-06-30 |
| Trivium Point Advisory, LLC | $2.8M | 18 | 2026-06-30 |
| Royal Bank of Canada | $2.8M | 0 | 2026-06-30 |
| Hbw Advisory Services LLC | $2.6M | 68 | 2026-06-30 |
| Crusonia Wealth Advisors LLC | $2.5M | 17 | 2026-06-30 |
| Stifel Financial Corp | $2.4M | 0 | 2026-06-30 |
| Old Mission Capital LLC | $2.3M | 0 | 2026-06-30 |
| UBS Group AG | $2.1M | 0 | 2026-06-30 |
| Cornerstone Planning Group LLC | $2M | 23 | 2026-06-30 |
| Quad-Cities Investment Group, LLC | $2M | 7 | 2026-06-30 |
| Susquehanna International Group, LLP | $1.9M | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $1.6M | 0 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $1.3M | 481 | 2026-06-30 |
| Farther Finance Advisors, LLC | $1.2M | 334 | 2026-06-30 |
| Cwm, LLC | $1.1M | 667 | 2026-03-31 |
| Leclair Wealth Partners LLC | $835.4K | 4 | 2026-06-30 |
| Sfi Advisors, LLC | $734.4K | 4 | 2026-06-30 |
| Captrust Financial Advisors | $721.6K | 962 | 2026-06-30 |
| Citadel Advisors LLC | $661.1K | 0 | 2026-06-30 |
| MML Investors Services, LLC | $654.8K | 5,120 | 2026-06-30 |
| Rvw Wealth, LLC | $621.8K | 8 | 2026-06-30 |
| Migdal Insurance & Financial Holdings Ltd. | $591.6K | 0 | 2026-06-30 |
| Envestnet Pmc | $543K | 60 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $531.1K | 2,863 | 2026-06-30 |
| Western Wealth Management, LLC | $497.2K | 112 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $467.7K | 480 | 2026-06-30 |
| Summit Wealth Group LLC / Co | $379.8K | 39 | 2026-06-30 |
| Nations Financial Group Inc, /ia/ /adv | $358.3K | 0 | 2026-06-30 |
| Equitable Holdings, Inc. | $356.8K | 0 | 2026-06-30 |
| Jane Street Group, LLC | $270.2K | 0 | 2026-06-30 |
| Stonehaven Wealth & Tax Solutions | $252K | 2 | 2026-06-30 |
| Merit Financial Group, LLC | $226.8K | 295 | 2026-06-30 |
| Pinnacle Bancorp, Inc. | $222.8K | 0 | 2026-06-30 |
| Richmond Investment Services LLC | $210.4K | 14 | 2026-06-30 |
| Keystone Financial Group | $204.4K | 34 | 2026-06-30 |
| Private Trust Co NA | $94.8K | 0 | 2026-06-30 |
| Mcf Advisors LLC | $64.3K | 33 | 2026-06-30 |
| Global Retirement Partners LLC | $59.3K | 491 | 2026-06-30 |
| Tidemark, LLC | $57.1K | 8 | 2026-06-30 |
| Sankala Group LLC | $55.8K | 4 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $48.7K | 193 | 2026-06-30 |
| Fifth Third Bancorp | $41.2K | 0 | 2026-06-30 |
| Comerica Bank | $38.2K | 0 | 2025-12-31 |
| Cassaday & Co Wealth Management LLC | $11.1K | 47 | 2026-06-30 |
| Ifp Advisors, Inc | $6.8K | 318 | 2026-06-30 |
| Ashton Thomas Private Wealth, LLC | $6.2K | 96 | 2026-06-30 |
| Ae Wealth Management LLC | $4.7K | 471 | 2026-06-30 |
| Harbour Investments, Inc. | $4.5K | 247 | 2026-06-30 |
| Russell Investments Group, Ltd. | $3.2K | 0 | 2026-06-30 |
| Flow Traders U.S. LLC | $3K | 0 | 2026-06-30 |
| Davis Capital Management | $1.6K | 4 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $1.3K | 3,940 | 2026-03-31 |
| Trust Co | $639 | 0 | 2026-06-30 |
| Natixis Advisors, LLC | $493 | 57 | 2026-06-30 |
| Janney Montgomery Scott LLC | $399 | 1,342 | 2026-06-30 |
| Hilton Head Capital Partners, LLC | $274 | 6 | 2026-06-30 |