| Alm First Financial Advisors, LLC | $56.3M | 0 | 2026-06-30 |
| Cambria Investment Management, LP | $33.1M | 1 | 2026-06-30 |
| Morgan Stanley | $27.5M | 23,185 | 2026-06-30 |
| Stratos Investment Management, LLC | $24.4M | 7 | 2026-06-30 |
| MML Investors Services, LLC | $18.7M | 5,120 | 2026-06-30 |
| Trek Financial, LLC | $13.3M | 63 | 2026-06-30 |
| Lpl Financial LLC | $13M | 23,458 | 2026-06-30 |
| D.A. Davidson & Co. | $12.7M | 689 | 2026-06-30 |
| Rockport Wealth LLC | $10.7M | 8 | 2026-06-30 |
| Raymond James Financial Inc | $9.3M | 0 | 2026-06-30 |
| Envestnet Pmc | $8.4M | 60 | 2026-06-30 |
| Sepio Capital, LP | $8.3M | 19 | 2026-06-30 |
| Etf Architect | $7.7M | 6 | 2026-06-30 |
| Optima Capital LLC | $6.9M | 6 | 2026-06-30 |
| Per Stirling Capital Management, Llc. | $6.7M | 31 | 2026-06-30 |
| Altfest L J & Co Inc | $6.4M | 19 | 2026-06-30 |
| Summit Financial, LLC | $6M | 229 | 2026-06-30 |
| Atlas Wealth LLC | $5.4M | 5 | 2026-06-30 |
| Fortis Group Advisors, LLC | $4.7M | 25 | 2026-06-30 |
| Osaic Holdings, Inc. | $4.1M | 0 | 2026-06-30 |
| Susquehanna International Group, LLP | $3M | 0 | 2026-06-30 |
| Pekin Hardy Strauss, Inc. | $2.3M | 8 | 2026-06-30 |
| Sound Financial Strategies Group, LLC | $2.2M | 5 | 2026-06-30 |
| Riverbend Wealth Management, LLC | $1.7M | 4 | 2026-06-30 |
| Secure Asset Management, LLC | $1.7M | 55 | 2026-06-30 |
| Farther Finance Advisors, LLC | $1.6M | 334 | 2026-06-30 |
| Hbw Advisory Services LLC | $1.6M | 68 | 2026-06-30 |
| Holcombe & McGrath | $1.6M | 2 | 2026-06-30 |
| Prudential PLC | $1.5M | 0 | 2026-06-30 |
| Hightower Advisors, LLC | $1.5M | 1,046 | 2026-06-30 |
| Miller Global Investments, LLC | $1.4M | 2 | 2026-06-30 |
| Kestra Advisory Services, LLC | $1.4M | 1,479 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $1.3M | 2,863 | 2026-06-30 |
| Jones Financial Companies LLLP | $1.3M | 0 | 2026-06-30 |
| Equitable Holdings, Inc. | $1.2M | 0 | 2026-06-30 |
| Happiness In Retirement | $1.1M | 5 | 2026-06-30 |
| Ifg Advisory, LLC | $974.4K | 110 | 2026-06-30 |
| Harbour Investments, Inc. | $947.2K | 247 | 2026-06-30 |
| CIBC World Market Inc. | $945.5K | 0 | 2026-06-30 |
| Level Four Advisory Services | $925.8K | 141 | 2026-06-30 |
| Stifel Financial Corp | $892.4K | 0 | 2026-06-30 |
| Trademark Financial Management, LLC | $796.9K | 2 | 2026-06-30 |
| Ascentis Wealth Management, LLC | $765K | 8 | 2026-06-30 |
| Newedge Advisors | $683.7K | 601 | 2026-06-30 |
| Encompass More Asset Management | $675.1K | 86 | 2026-06-30 |
| Fsa Wealth Partners, Inc. | $659.2K | 8 | 2026-06-30 |
| Belpointe Asset Management LLC | $625.1K | 170 | 2026-06-30 |
| Stratos Wealth Advisors, LLC | $493.5K | 71 | 2026-06-30 |
| Royal Bank of Canada | $448K | 0 | 2026-06-30 |
| Essex Financial Services, Inc. | $394.1K | 33 | 2026-06-30 |
| Tcfg Investment Advisors, LLC | $378.6K | 31 | 2026-06-30 |
| Lifetime Wealth Management P.C. | $369.9K | 5 | 2026-06-30 |
| Whitcomb & Hess, Inc. | $368.3K | 8 | 2026-06-30 |
| Waverly Advisors, LLC | $333.3K | 231 | 2026-06-30 |
| Atria Investments, Inc | $329.9K | 6 | 2026-06-30 |
| Qube Research & Technologies Ltd | $315K | 0 | 2026-06-30 |
| Legacy Bridge, LLC | $298.1K | 2 | 2026-06-30 |
| Mercer Global Advisors Inc /adv | $292.8K | 0 | 2026-06-30 |
| Stratos Wealth Partners, Ltd. | $270.2K | 386 | 2026-06-30 |
| Astoria Portfolio Advisors Llc. | $257.2K | 12 | 2026-06-30 |
| Bank of America Corp /de | $252.1K | 0 | 2026-06-30 |
| Legacy Wealth Managment, Llc/id | $225.1K | 49 | 2026-06-30 |
| Advisors Preferred, LLC | $222.6K | 2 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $218.3K | 0 | 2026-06-30 |
| Walkner Condon Financial Advisors LLC | $203.6K | 15 | 2026-06-30 |
| Stone House Investment Management, LLC | $189.1K | 19 | 2026-06-30 |
| Blue Trust, Inc. | $52.6K | 0 | 2026-06-30 |
| Private Trust Co NA | $49.5K | 0 | 2026-06-30 |
| Lanark Financial, Inc. | $49.3K | 69 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $39.2K | 481 | 2026-06-30 |
| Signature Equity Partners, LLC | $16.1K | 34 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $10.4K | 480 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $10K | 0 | 2026-06-30 |
| Fiduciary Financial Advisors | $9.2K | 51 | 2026-06-30 |
| Evolution Wealth Management Inc. | $6.5K | 3 | 2026-06-30 |
| Signaturefd, LLC | $3.1K | 49 | 2026-06-30 |
| Betterment LLC | $2.5K | 28 | 2026-06-30 |
| Janney Montgomery Scott LLC | $2.1K | 1,342 | 2026-06-30 |
| Cwm, LLC | $1.5K | 667 | 2026-03-31 |
| Thoroughbred Financial Services, LLC | $1.1K | 34 | 2026-06-30 |
| Virtu Financial LLC | $929 | 0 | 2026-06-30 |
| Hrt Financial LP | $204 | 0 | 2026-06-30 |
| Wells Fargo & Company/mn | $18 | 0 | 2026-06-30 |