| Riverview Trust Co | $14.6M | 0 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $4.3M | 2,863 | 2026-06-30 |
| Lpl Financial LLC | $3.8M | 23,458 | 2026-06-30 |
| Global Retirement Partners LLC | $2.1M | 491 | 2026-06-30 |
| Life Planning Partners, Inc | $1.9M | 3 | 2026-06-30 |
| Financial Planning Fort Collins, LLC | $1.9M | 3 | 2026-06-30 |
| Jane Street Group, LLC | $1.5M | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $1.3M | 0 | 2026-06-30 |
| Avidian Wealth Enterprises, LLC | $748.1K | 43 | 2026-06-30 |
| Embree Financial Group | $665.5K | 13 | 2026-06-30 |
| Eversource Wealth Advisors, LLC | $487.5K | 77 | 2026-06-30 |
| Global Wealth Management, LLC | $299.1K | 2 | 2026-06-30 |
| Camelot Technology Advisors, Inc. | $284.8K | 1 | 2026-06-30 |
| Elequin Capital, LP | $258K | 0 | 2026-06-30 |
| Cahaba Wealth Management, Inc. | $236.9K | 17 | 2026-06-30 |
| J.W. Cole Advisors, Inc. | $228.3K | 499 | 2026-06-30 |
| Citadel Advisors LLC | $228K | 0 | 2026-06-30 |
| Raymond James Financial Inc | $200.9K | 0 | 2026-06-30 |
| Stone House Investment Management, LLC | $142.2K | 19 | 2026-06-30 |
| Fmr LLC | $54.4K | 0 | 2026-06-30 |
| Moisand Fitzgerald Tamayo, LLC | $43.7K | 10 | 2026-06-30 |
| Thrivent Financial for Lutherans | $1.7K | 0 | 2026-06-30 |
| Fiduciary Financial Advisors | $9 | 51 | 2026-06-30 |