| Assetmark, Inc | $24.7M | 220 | 2026-06-30 |
| Envestnet Pmc | $11.6M | 60 | 2026-06-30 |
| Morgan Stanley | $9.2M | 23,185 | 2026-06-30 |
| Old Mission Capital LLC | $8.9M | 0 | 2026-06-30 |
| Financiere Des Professionnels - Fonds D'Investissement Inc. | $8.7M | 0 | 2026-06-30 |
| Cetera Investment Advisers | $7.4M | 10,370 | 2026-06-30 |
| Leo Wealth, LLC | $5.5M | 15 | 2026-03-31 |
| Greenwood Capital Associates LLC | $4.2M | 16 | 2026-06-30 |
| UBS Group AG | $3.8M | 0 | 2026-06-30 |
| Mma Asset Management LLC | $3.5M | 20 | 2026-06-30 |
| Vident Advisory, LLC | $3.4M | 6 | 2026-06-30 |
| Innealta Capital, LLC | $2.5M | 3 | 2026-06-30 |
| Bank of America Corp /de | $2.2M | 0 | 2026-06-30 |
| Atlas Capital Advisors Inc. | $1.7M | 8 | 2026-06-30 |
| Royal Bank of Canada | $1.4M | 0 | 2026-06-30 |
| Boltwood Capital Management | $1M | 2 | 2026-06-30 |
| Equitable Holdings, Inc. | $1M | 0 | 2026-06-30 |
| Tenzing Financial LLC | $810.9K | 3 | 2026-06-30 |
| Menora Mivtachim Holdings Ltd. | $714.5K | 0 | 2026-06-30 |
| New York Life Investment Management LLC | $701.6K | 89 | 2026-06-30 |
| Franklin Resources Inc | $591.8K | 0 | 2026-06-30 |
| D. E. Shaw & Co., LP | $551.5K | 0 | 2026-06-30 |
| MML Investors Services, LLC | $526.8K | 5,120 | 2026-06-30 |
| Lpl Financial LLC | $502.6K | 23,458 | 2026-06-30 |
| Richardson Financial Services | $479.5K | 4 | 2026-06-30 |
| Creativeone Wealth, LLC | $419.9K | 221 | 2026-06-30 |
| Clear Creek Financial Management, LLC | $412.3K | 44 | 2026-06-30 |
| Focus Partners Wealth | $410.7K | 1,048 | 2026-06-30 |
| Raymond James Financial Inc | $266.7K | 0 | 2026-06-30 |
| Balefire, LLC | $216.6K | 37 | 2026-06-30 |
| National Bank of Canada /fi | $139.4K | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $111.7K | 0 | 2026-06-30 |
| Ashton Thomas Private Wealth, LLC | $100.7K | 96 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $50.8K | 0 | 2026-06-30 |
| Newedge Advisors | $43.4K | 601 | 2026-06-30 |
| Farther Finance Advisors, LLC | $43.2K | 334 | 2026-06-30 |
| Gill Capital Partners | $42.9K | 10 | 2026-06-30 |
| Capital Investment Advisory Services, LLC | $39.2K | 103 | 2026-06-30 |
| Cape Investment Advisory, Inc. | $28.7K | 35 | 2026-06-30 |
| Rockefeller Capital Management LP | $22.9K | 346 | 2026-06-30 |
| Fmr LLC | $20.9K | 0 | 2026-06-30 |
| Comerica Bank | $20.7K | 0 | 2025-12-31 |
| Smartleaf Asset Management LLC | $17.3K | 9 | 2026-06-30 |
| Arax Advisory Partners | $13.2K | 232 | 2026-06-30 |
| Rossby Financial, Lcc | $12.5K | 31 | 2026-06-30 |
| TD Waterhouse Canada Inc. | $12.4K | 0 | 2026-06-30 |
| Transamerica Financial Advisors, LLC | $6.1K | 1,097 | 2026-06-30 |
| Global Retirement Partners LLC | $5.4K | 491 | 2026-06-30 |
| Cwm, LLC | $4.5K | 667 | 2026-03-31 |
| Atlantic Union Bankshares Corp | $4.1K | 0 | 2026-06-30 |
| Bank of Montreal /can | $4.1K | 0 | 2026-06-30 |
| US Bancorp | $4.1K | 0 | 2026-06-30 |
| Continuum Advisory, LLC | $3.4K | 40 | 2026-06-30 |
| Harbour Investments, Inc. | $3.2K | 247 | 2026-06-30 |
| Eversource Wealth Advisors, LLC | $3.2K | 77 | 2026-06-30 |
| Ameriflex Group, Inc. | $3.1K | 212 | 2026-06-30 |
| Creative Financial Designs Inc /adv | $3K | 0 | 2026-06-30 |
| Bare Financial Services, Inc | $3K | 10 | 2026-06-30 |
| Wells Fargo & Company/mn | $2.7K | 0 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $2.6K | 480 | 2026-06-30 |
| Jones Financial Companies LLLP | $2.5K | 0 | 2026-06-30 |
| Ae Wealth Management LLC | $1.7K | 471 | 2026-06-30 |
| Silver Grove Financial Group, Inc. | $572 | 17 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $379 | 3,940 | 2026-03-31 |
| International Assets Investment Management, LLC | $372 | 122 | 2026-06-30 |
| Hrt Financial LP | $285 | 0 | 2026-06-30 |