| Franklin Resources Inc | $1.6B | 0 | 2026-06-30 |
| Lpl Financial LLC | $136.4M | 23,458 | 2026-06-30 |
| Sanctuary Advisors, LLC | $69.3M | 401 | 2026-06-30 |
| Ameriprise Financial Inc | $67.7M | 0 | 2026-06-30 |
| Bank of New York Mellon Corp | $65.8M | 0 | 2026-06-30 |
| Jones Financial Companies LLLP | $56.2M | 0 | 2026-06-30 |
| Bank of America Corp /de | $46.1M | 0 | 2026-06-30 |
| Morgan Stanley | $42.3M | 23,185 | 2026-06-30 |
| Envestnet Pmc | $30.3M | 60 | 2026-06-30 |
| Jpmorgan Chase & Co | $28.6M | 0 | 2026-06-30 |
| Sequent Planning LLC | $21.6M | 100 | 2026-06-30 |
| Cetera Investment Advisers | $14.3M | 10,370 | 2026-06-30 |
| Assetmark, Inc | $13.2M | 220 | 2026-06-30 |
| Mgo One Seven LLC | $10M | 118 | 2026-06-30 |
| Citadel Advisors LLC | $9.6M | 0 | 2026-06-30 |
| Allworth Financial, LP | $9.2M | 317 | 2026-06-30 |
| Raymond James Financial Inc | $7.9M | 0 | 2026-06-30 |
| Kestra Private Wealth Services, LLC | $4.9M | 206 | 2026-06-30 |
| Atria Investments, Inc | $4.9M | 6 | 2026-06-30 |
| Central Trust Co | $4.8M | 0 | 2026-06-30 |
| Smartleaf Asset Management LLC | $4.4M | 9 | 2026-06-30 |
| Bogart Wealth, LLC | $4.1M | 24 | 2026-06-30 |
| Rfg Advisory, LLC | $4M | 191 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $2.7M | 481 | 2026-06-30 |
| Cwm, LLC | $2.3M | 667 | 2026-03-31 |
| Jane Street Group, LLC | $2.2M | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $2.2M | 0 | 2026-06-30 |
| Wells Fargo & Company/mn | $2.2M | 0 | 2026-06-30 |
| Citigroup Inc | $1.9M | 0 | 2026-06-30 |
| Royal Bank of Canada | $1.9M | 0 | 2026-06-30 |
| Newedge Advisors | $1.7M | 601 | 2026-06-30 |
| World Investment Advisors | $1.4M | 359 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $1.2M | 2,863 | 2026-06-30 |
| Private Advisor Group, LLC | $1.1M | 927 | 2026-06-30 |
| Slagle Financial, LLC | $907.7K | 13 | 2026-06-30 |
| Pinnacle Financial Group, LLC / Il | $881.4K | 4 | 2026-06-30 |
| TD Waterhouse Canada Inc. | $827.5K | 0 | 2026-06-30 |
| Envestnet Portfolio Solutions, Inc. | $792.4K | 3 | 2026-06-30 |
| Hub Investment Partners, LLC | $718.5K | 118 | 2026-06-30 |
| Pinnacle Financial Partners, Inc. | $690.7K | 0 | 2026-06-30 |
| Nations Financial Group Inc, /ia/ /adv | $681.4K | 0 | 2026-06-30 |
| Cullen/frost Bankers, Inc. | $670.8K | 0 | 2026-06-30 |
| Clearbridge Investments, LLC | $617.6K | 41 | 2026-06-30 |
| Stonex Group Inc. | $576.6K | 0 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $549.5K | 193 | 2026-06-30 |
| Convergence Financial, LLC | $515.1K | 29 | 2026-06-30 |
| First Citizens Financial Corp | $477.1K | 0 | 2026-06-30 |
| Comerica Bank | $384.8K | 0 | 2025-12-31 |
| MML Investors Services, LLC | $380.1K | 5,120 | 2026-06-30 |
| O'Shaughnessy Asset Management, LLC | $324K | 58 | 2026-06-30 |
| Fifth Third Bancorp | $316.9K | 0 | 2026-06-30 |
| Truist Financial Corp | $229K | 0 | 2026-06-30 |
| Global Retirement Partners LLC | $209K | 491 | 2026-06-30 |
| Federation Des Caisses Desjardins Du Quebec | $116.6K | 0 | 2026-06-30 |
| Private Trust Co NA | $67.6K | 0 | 2026-06-30 |
| Cape Investment Advisory, Inc. | $57.8K | 35 | 2026-06-30 |
| Hantz Financial Services, Inc. | $57.3K | 396 | 2026-06-30 |
| Janney Montgomery Scott LLC | $52.8K | 1,342 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $48.3K | 480 | 2026-06-30 |
| CIBC Private Wealth Group LLC | $44.8K | 0 | 2025-12-31 |
| Blue Trust, Inc. | $29.9K | 0 | 2026-06-30 |
| Rossby Financial, Lcc | $22.2K | 31 | 2026-06-30 |
| International Assets Investment Management, LLC | $19K | 122 | 2026-06-30 |
| Signature Equity Partners, LLC | $17.8K | 34 | 2026-06-30 |
| Corecap Advisors, LLC | $16.6K | 118 | 2026-06-30 |
| Dunhill Financial, LLC | $16.5K | 12 | 2026-06-30 |
| Silver Grove Financial Group, Inc. | $16.3K | 17 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $7.9K | 21 | 2026-06-30 |
| Fiduciary Financial Advisors | $6.8K | 51 | 2026-06-30 |
| Ifp Advisors, Inc | $6.2K | 318 | 2026-06-30 |
| Transamerica Financial Advisors, LLC | $4.9K | 1,097 | 2026-06-30 |
| Capital Analysts, LLC | $4.7K | 608 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $4.6K | 0 | 2026-06-30 |
| Natixis Advisors, LLC | $3.8K | 57 | 2026-06-30 |
| Ae Wealth Management LLC | $3K | 471 | 2026-06-30 |
| Harbour Investments, Inc. | $2.9K | 247 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $1.2K | 3,940 | 2026-03-31 |
| Park Square Financial Group LLC | $1.1K | 5 | 2026-06-30 |
| Park Avenue Securities LLC | $737 | 1,908 | 2026-06-30 |
| Cedar Mountain Advisors, LLC | $685 | 6 | 2026-06-30 |
| UBS Group AG | $107 | 0 | 2026-06-30 |
| Smithfield Trust Co | $56 | 0 | 2026-06-30 |
| Creative Financial Designs Inc /adv | $25 | 0 | 2026-06-30 |