| Envestnet Pmc | $13.9M | 60 | 2026-06-30 |
| Lpl Financial LLC | $10.8M | 23,458 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $10.4M | 2,863 | 2026-06-30 |
| Millington Securities, LLC | $7.7M | 0 | 2026-03-31 |
| Wbi Investments, LLC | $6.6M | 3 | 2026-06-30 |
| Eastern Bank | $5.9M | 0 | 2026-06-30 |
| Jane Street Group, LLC | $5.5M | 0 | 2026-06-30 |
| Clarity Asset Management, Inc. | $3.7M | 2 | 2026-06-30 |
| Maridea Wealth Management | $2.7M | 38 | 2026-06-30 |
| Envestnet Portfolio Solutions, Inc. | $2.6M | 3 | 2026-06-30 |
| Jpmorgan Chase & Co | $2.4M | 0 | 2026-06-30 |
| Federation Des Caisses Desjardins Du Quebec | $1.8M | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $1.6M | 0 | 2026-06-30 |
| Cetera Investment Advisers | $1.6M | 10,370 | 2026-06-30 |
| 3edge Asset Management, LP | $1.2M | 15 | 2026-06-30 |
| Cwm, LLC | $813K | 667 | 2026-03-31 |
| Citadel Advisors LLC | $806K | 0 | 2026-06-30 |
| Pfg Investments, LLC | $792.8K | 0 | 2026-06-30 |
| MML Investors Services, LLC | $698.5K | 5,120 | 2026-06-30 |
| Franklin Resources Inc | $671.9K | 0 | 2026-06-30 |
| Carlson Financial, Inc. | $588.8K | 4 | 2026-06-30 |
| Trademark Financial Management, LLC | $529.2K | 2 | 2026-06-30 |
| Mason & Associates Inc | $479.6K | 8 | 2026-06-30 |
| One Wealth Advisors, LLC | $464.2K | 11 | 2026-06-30 |
| Raymond James Financial Inc | $458.2K | 0 | 2026-06-30 |
| Sonoma Allocations | $438.4K | 3 | 2026-06-30 |
| Royal Bank of Canada | $434K | 0 | 2026-06-30 |
| Essex Financial Services, Inc. | $432.6K | 33 | 2026-06-30 |
| Avise Financial Cooperative, Inc. | $431.7K | 7 | 2026-06-30 |
| Perigon Wealth Management, LLC | $430.9K | 92 | 2026-06-30 |
| Bailard, Inc. | $427K | 40 | 2026-06-30 |
| Oneascent Financial Services LLC | $403.7K | 85 | 2026-06-30 |
| Spinnaker Investment Group, LLC | $328.8K | 8 | 2026-06-30 |
| Geowealth Management, LLC | $314.3K | 0 | 2026-06-30 |
| Brookstone Capital Management | $304K | 337 | 2026-06-30 |
| Orion Porfolio Solutions, LLC | $300.5K | 199 | 2026-06-30 |
| Assetmark, Inc | $293K | 220 | 2026-06-30 |
| Equitable Holdings, Inc. | $292.4K | 0 | 2026-06-30 |
| Onedigital Investment Advisors LLC | $289.8K | 386 | 2026-06-30 |
| Basso Capital Management, LP | $277.4K | 2 | 2026-06-30 |
| Sankala Group LLC | $273.4K | 4 | 2026-06-30 |
| Horst & Graben Wealth Management, LLC | $258.5K | 5 | 2026-06-30 |
| Vise Technologies, Inc. | $255K | 0 | 2026-06-30 |
| Sharkey, Howes & Javer | $254.9K | 9 | 2026-06-30 |
| Kestra Advisory Services, LLC | $250.1K | 1,479 | 2026-06-30 |
| Mra Advisory Group | $248.6K | 8 | 2026-06-30 |
| Great Valley Advisor Group, LLC | $230K | 205 | 2026-06-30 |
| Skyline Advisors, Inc. | $216.5K | 7 | 2026-06-30 |
| Merit Financial Group, LLC | $202.8K | 295 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $168.8K | 480 | 2026-06-30 |
| Farther Finance Advisors, LLC | $140.1K | 334 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $139.1K | 481 | 2026-06-30 |
| Fmr LLC | $138.4K | 0 | 2026-06-30 |
| UBS Group AG | $127.6K | 0 | 2026-06-30 |
| Morgan Stanley | $81.7K | 23,185 | 2026-06-30 |
| Arax Advisory Partners | $80.1K | 232 | 2026-06-30 |
| Eversource Wealth Advisors, LLC | $75.5K | 77 | 2026-06-30 |
| Comerica Bank | $44.9K | 0 | 2025-12-31 |
| St Germain D J Co Inc | $42.3K | 0 | 2026-06-30 |
| Cornerstone Planning Group LLC | $39.8K | 23 | 2026-06-30 |
| Harbour Investments, Inc. | $25.5K | 247 | 2026-06-30 |
| Osbon Capital Management LLC | $25.4K | 2 | 2026-06-30 |
| Archer Investment Corp | $24.1K | 78 | 2026-06-30 |
| Transamerica Financial Advisors, LLC | $18.1K | 1,097 | 2026-06-30 |
| Jfs Wealth Advisors, LLC | $16.2K | 33 | 2026-06-30 |
| Fifth Third Bancorp | $12.2K | 0 | 2026-06-30 |
| International Assets Investment Management, LLC | $11.3K | 122 | 2026-06-30 |
| Financial Network Wealth Advisors LLC | $9.8K | 7 | 2026-06-30 |
| Physician Wealth Advisors, Inc. | $9.1K | 9 | 2026-06-30 |
| Continuum Advisory, LLC | $9.1K | 40 | 2026-06-30 |
| Blackrock, Inc. | $8.9K | 0 | 2026-06-30 |
| Gen-Wealth Partners Inc | $7.6K | 8 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $5K | 0 | 2026-06-30 |
| Rossby Financial, Lcc | $4.2K | 31 | 2026-06-30 |
| Silver Grove Financial Group, Inc. | $4.1K | 17 | 2026-06-30 |
| Elevation Wealth Partners, LLC | $4.1K | 0 | 2026-06-30 |
| Buck Wealth Strategies, LLC | $3.9K | 50 | 2026-06-30 |
| Parallel Advisors, LLC | $3.8K | 75 | 2026-06-30 |
| Corecap Advisors, LLC | $3K | 118 | 2026-06-30 |
| First Bancorp, Inc /me | $2.6K | 0 | 2026-06-30 |
| Nbt Bank, N.A. | $2K | 0 | 2026-06-30 |
| Mather Group, Llc. | $2K | 110 | 2026-06-30 |
| Flow Traders U.S. LLC | $2K | 0 | 2026-06-30 |
| Wells Fargo & Company/mn | $1.9K | 0 | 2026-06-30 |
| Kilter Group LLC | $1.8K | 8 | 2026-06-30 |
| Park Avenue Securities LLC | $1K | 1,908 | 2026-06-30 |
| Creative Financial Designs Inc /adv | $907 | 0 | 2026-06-30 |
| Ifp Advisors, Inc | $747 | 318 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $737 | 3,940 | 2026-03-31 |
| Jones Financial Companies LLLP | $649 | 0 | 2026-06-30 |
| Godfrey Financial Associates, Inc. | $587 | 3 | 2026-06-30 |
| Natural Investments | $539 | 23 | 2026-06-30 |
| Larson Financial Group LLC | $534 | 67 | 2026-06-30 |
| Thrivent Financial for Lutherans | $438 | 0 | 2026-06-30 |
| Hrt Financial LP | $349 | 0 | 2026-06-30 |
| Janney Montgomery Scott LLC | $320 | 1,342 | 2026-06-30 |
| Key Capital Management, Inc | $213 | 11 | 2026-06-30 |
| Global Retirement Partners LLC | $160 | 491 | 2026-06-30 |
| Capital Analysts, LLC | $36 | 608 | 2026-06-30 |