| Lpl Financial LLC | $20.2M | 23,458 | 2026-06-30 |
| Frederick Financial Consultants, LLC | $16M | 0 | 2026-06-30 |
| Monon Wealth Management | $4.6M | 7 | 2026-06-30 |
| Hughes Financial Services, LLC | $4M | 9 | 2026-06-30 |
| Envestnet Pmc | $2.9M | 60 | 2026-06-30 |
| UBS Group AG | $2.4M | 0 | 2026-06-30 |
| Tidal Investments LLC | $2.1M | 0 | 2026-06-30 |
| Rockefeller Capital Management LP | $2M | 346 | 2026-06-30 |
| Raymond James Financial Inc | $1.8M | 0 | 2026-06-30 |
| Baird Financial Group, Inc. | $1.5M | 0 | 2026-06-30 |
| Cetera Investment Advisers | $1.4M | 10,370 | 2026-06-30 |
| Wealthbridge Capital Management, LLC | $1.2M | 5 | 2026-06-30 |
| Bank of America Corp /de | $995.1K | 0 | 2026-06-30 |
| Focus Partners Wealth | $922.7K | 1,048 | 2026-06-30 |
| Morgan Stanley | $731.9K | 23,185 | 2026-06-30 |
| Kingsbury Capital Investment Advisors LLC | $577.9K | 6 | 2026-06-30 |
| Kmt Wealth Management, LLC | $577.9K | 1 | 2026-06-30 |
| Hightower Advisors, LLC | $558.4K | 1,046 | 2026-06-30 |
| CIBC World Market Inc. | $531.5K | 0 | 2026-06-30 |
| Jane Street Group, LLC | $491.3K | 0 | 2026-06-30 |
| Wealthfront Advisers LLC | $443.5K | 40 | 2026-06-30 |
| Highpoint Advisor Group LLC | $421.7K | 114 | 2026-06-30 |
| Stifel Financial Corp | $418.5K | 0 | 2026-06-30 |
| Advyzon Investment Management, LLC | $348.2K | 2 | 2026-06-30 |
| Wealthcare Investment Partners LLC | $344.3K | 6 | 2026-06-30 |
| Osaic Holdings, Inc. | $332.2K | 0 | 2026-06-30 |
| Corecap Advisors, LLC | $291.2K | 118 | 2026-06-30 |
| Farther Finance Advisors, LLC | $250.2K | 334 | 2026-06-30 |
| Ashton Thomas Private Wealth, LLC | $99.7K | 96 | 2026-06-30 |
| Institute for Wealth Management, Llc. | $76.6K | 13 | 2026-06-30 |
| Cwm, LLC | $76.5K | 667 | 2026-03-31 |
| Integrated Wealth Concepts LLC | $51.7K | 480 | 2026-06-30 |
| US Bancorp | $47.4K | 0 | 2026-06-30 |
| Prestige Wealth Management Group LLC | $47.2K | 6 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $41.7K | 481 | 2026-06-30 |
| Toth Financial Advisory Corp | $41.6K | 10 | 2026-06-30 |
| Simplex Trading, LLC | $35.2K | 0 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $33.7K | 193 | 2026-06-30 |
| Fmr LLC | $22.5K | 0 | 2026-06-30 |
| Allworth Financial, LP | $18.5K | 317 | 2026-06-30 |
| Tidemark, LLC | $18K | 8 | 2026-06-30 |
| High Point Wealth Management, LLC | $13.7K | 2 | 2026-06-30 |
| New. Advisory Services, LLC | $7.3K | 15 | 2026-06-30 |
| Triumph Capital Management | $6.4K | 14 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $5.5K | 21 | 2026-06-30 |
| Fsa Wealth Management LLC | $4.3K | 0 | 2025-09-30 |
| Smartleaf Asset Management LLC | $3.6K | 9 | 2026-06-30 |
| Parkside Financial Bank & Trust | $1.7K | 0 | 2026-03-31 |
| Ifp Advisors, Inc | $1.3K | 318 | 2026-06-30 |
| Graney & King, LLC | $674 | 4 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $502 | 3,940 | 2026-03-31 |
| Usadvisors Wealth Management, LLC | $436 | 14 | 2026-06-30 |
| Ae Wealth Management LLC | $112 | 471 | 2026-06-30 |
| Wells Fargo & Company/mn | $3 | 0 | 2026-06-30 |