| Arax Advisory Partners | $63.2M | 232 | 2026-06-30 |
| Gries Financial LLC | $29.4M | 0 | 2025-09-30 |
| Commonwealth Equity Services, LLC | $11.6M | 2,863 | 2026-06-30 |
| Raymond James Financial Inc | $10.5M | 0 | 2026-06-30 |
| Kestra Advisory Services, LLC | $7.5M | 1,479 | 2026-06-30 |
| Milestone Asset Management, LLC | $6.2M | 11 | 2026-06-30 |
| Osaic Holdings, Inc. | $5M | 0 | 2026-06-30 |
| Americana Partners, LLC | $3.9M | 53 | 2026-06-30 |
| Schulz Wealth, Ltd. | $3.2M | 3 | 2026-06-30 |
| Cetera Investment Advisers | $3.1M | 10,370 | 2026-06-30 |
| Susquehanna International Group, LLP | $2.8M | 0 | 2026-06-30 |
| City Holding Co | $2.3M | 0 | 2026-06-30 |
| Lpl Financial LLC | $2.3M | 23,458 | 2026-06-30 |
| Sage Capital Advisors, LLC | $2.3M | 0 | 2026-06-30 |
| Envestnet Pmc | $2.1M | 60 | 2026-06-30 |
| Tanglewood Legacy Advisors, LLC | $2M | 5 | 2026-06-30 |
| Independent Financial Group, LLC | $1.9M | 481 | 2026-06-30 |
| Founders Financial Securities LLC | $1.9M | 117 | 2026-06-30 |
| Royal Bank of Canada | $1.8M | 0 | 2026-06-30 |
| Brookstone Capital Management | $1.8M | 337 | 2026-06-30 |
| Chris Bulman Inc | $1.8M | 7 | 2026-06-30 |
| Horizon Investments, LLC | $1.8M | 27 | 2026-06-30 |
| Wealthplan Investment Management, LLC | $1.6M | 29 | 2026-06-30 |
| C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors | $1.5M | 103 | 2026-06-30 |
| Old Mission Capital LLC | $1.3M | 0 | 2026-06-30 |
| Mai Capital Management | $1.2M | 308 | 2026-06-30 |
| Concurrent Investment Advisors, LLC | $1.2M | 349 | 2026-06-30 |
| Creativeone Wealth, LLC | $921.3K | 221 | 2026-06-30 |
| Kovack Advisors, Inc. | $919.6K | 258 | 2026-06-30 |
| Citadel Advisors LLC | $882.7K | 0 | 2026-06-30 |
| Jpmorgan Chase & Co | $866.2K | 0 | 2026-06-30 |
| Sanctuary Advisors, LLC | $852K | 401 | 2026-06-30 |
| Mutual Advisors, LLC | $849.5K | 153 | 2026-06-30 |
| Truist Financial Corp | $805.4K | 0 | 2026-06-30 |
| Org Partners LLC | $779.3K | 0 | 2025-12-31 |
| Lvz, Inc. | $743.9K | 16 | 2026-06-30 |
| United Capital Financial Advisors, LLC | $741.2K | 166 | 2026-06-30 |
| Uptick Partners, LLC | $733.4K | 17 | 2026-06-30 |
| Kestra Investment Management, LLC | $728.9K | 9 | 2026-06-30 |
| Fsb Premier Wealth Management, Inc. | $725.6K | 10 | 2026-06-30 |
| Wealthplan Partners, LLC | $585.4K | 26 | 2026-06-30 |
| Harbour Investments, Inc. | $569.7K | 247 | 2026-06-30 |
| Savvy Advisors, Inc. | $555.7K | 214 | 2026-06-30 |
| Kestra Private Wealth Services, LLC | $525.8K | 206 | 2026-06-30 |
| Beacon Pointe Advisors, LLC | $509.7K | 466 | 2026-06-30 |
| Anfield Capital Management, LLC | $495.1K | 0 | 2026-03-31 |
| Ameritas Advisory Services, LLC | $484.2K | 550 | 2026-06-30 |
| Sunbelt Securities, Inc. | $455.3K | 63 | 2026-03-31 |
| Keystone Wealth Services, LLC | $430.8K | 12 | 2026-06-30 |
| Hbw Advisory Services LLC | $404K | 68 | 2026-06-30 |
| US Bancorp | $396.2K | 0 | 2026-06-30 |
| Corecap Advisors, LLC | $392.1K | 118 | 2026-06-30 |
| Grantvest Financial Group LLC | $388.2K | 5 | 2026-06-30 |
| Mayfair Advisory Group, LLC | $379.1K | 4 | 2026-06-30 |
| Diligent Investors, LLC | $309.2K | 3 | 2026-06-30 |
| Madrona Financial Services, LLC | $302.7K | 10 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $289.8K | 481 | 2026-06-30 |
| Northcrest Asset Manangement, LLC | $283.3K | 0 | 2026-06-30 |
| Blue Bell Private Wealth Management, LLC | $276.1K | 11 | 2026-06-30 |
| Mgo One Seven LLC | $273.4K | 118 | 2026-06-30 |
| Stratos Wealth Advisors, LLC | $266.2K | 71 | 2026-06-30 |
| Prosperity - An Eisneramper Company | $263.2K | 65 | 2026-06-30 |
| Keating Financial Advisory Services, Inc. | $260.2K | 25 | 2026-06-30 |
| Focus Partners Wealth | $248.5K | 1,048 | 2026-06-30 |
| Axxcess Wealth Management, LLC | $242K | 38 | 2026-06-30 |
| Darwin Wealth Management, LLC | $242K | 12 | 2026-06-30 |
| First Heartland Consultants, Inc. | $235.5K | 99 | 2026-06-30 |
| Rfg Advisory, LLC | $228.2K | 191 | 2026-06-30 |
| Foundations Investment Advisors, LLC | $225K | 302 | 2026-06-30 |
| MML Investors Services, LLC | $224.8K | 5,120 | 2026-06-30 |
| Silver Oak Securities, Incorporated | $223.7K | 117 | 2026-06-30 |
| Financial Network Wealth Advisors LLC | $217.4K | 7 | 2026-06-30 |
| Img Wealth Management, Inc. | $217.3K | 7 | 2026-06-30 |
| Cornerstone Wealth, Llc/tn | $213.2K | 0 | 2026-06-30 |
| Barclays PLC | $208.3K | 0 | 2026-06-30 |
| Dhjj Financial Advisors, Ltd. | $208K | 7 | 2026-06-30 |
| Crosspoint Financial, LLC | $207.1K | 1 | 2026-06-30 |
| Gallagher Fiduciary Advisors, LLC | $204.2K | 126 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $198.6K | 1,026 | 2026-06-30 |
| Farther Finance Advisors, LLC | $192.4K | 334 | 2026-06-30 |
| Triumph Capital Management | $182.2K | 14 | 2026-06-30 |
| Cwm, LLC | $180.7K | 667 | 2026-03-31 |
| Reap Financial Group, LLC | $176.5K | 7 | 2026-06-30 |
| Benson Wealth Management, Inc. | $156.3K | 2 | 2026-06-30 |
| Integrity Financial Corp /wa | $128.7K | 14 | 2026-06-30 |
| Archer Investment Corp | $122.4K | 78 | 2026-06-30 |
| Morgan Stanley | $121.4K | 23,185 | 2026-06-30 |
| Reicon Wealth Advisors, LLC | $120.6K | 5 | 2026-06-30 |
| Clearstead; Clearstead Advisory Solutions | $109.6K | 64 | 2026-06-30 |
| Soa Wealth Advisors, Llc. | $85.2K | 10 | 2026-06-30 |
| Fiduciary Financial Advisors | $83.3K | 51 | 2026-06-30 |
| Lanark Financial, Inc. | $73.8K | 69 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $62.1K | 480 | 2026-06-30 |
| Private Trust Co NA | $48.4K | 0 | 2026-06-30 |
| Creative Financial Designs Inc /adv | $47K | 0 | 2026-06-30 |
| Topsail Wealth Management, LLC | $29K | 4 | 2026-06-30 |
| Ae Wealth Management LLC | $24.5K | 471 | 2026-06-30 |
| National Bank of Canada /fi | $21K | 0 | 2026-06-30 |
| Pinnacle Bancorp, Inc. | $11.4K | 0 | 2026-06-30 |
| Nfsg Corp | $3.6K | 75 | 2026-06-30 |
| UBS Group AG | $2.1K | 0 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $1.2K | 3,940 | 2026-03-31 |
| Janney Montgomery Scott LLC | $1.1K | 1,342 | 2026-06-30 |
| Centaurus Financial, Inc. | $856 | 431 | 2026-06-30 |
| Wood Tarver Financial | $694 | 5 | 2026-06-30 |
| Hrt Financial LP | $448 | 0 | 2026-06-30 |
| Capital Analysts, LLC | $119 | 608 | 2026-06-30 |
| Hazlett, Burt & Watson, Inc. | $57 | 20 | 2026-06-30 |