| L.K. Benson & Company, P.C. | $12.4M | 2 | 2026-06-30 |
| Bwm Planning, LLC | $10.8M | 5 | 2026-06-30 |
| Stokes Family Office LLC | $8.5M | 12 | 2026-06-30 |
| Encompass More Asset Management | $6.5M | 86 | 2026-06-30 |
| Vise Technologies, Inc. | $5.2M | 0 | 2026-06-30 |
| Ethos Financial Group, LLC | $3.5M | 0 | 2026-06-30 |
| Md Financial Advisors / Vestment Financial | $3.4M | 13 | 2026-06-30 |
| Archford Capital Strategies, LLC | $1.6M | 16 | 2026-06-30 |
| Xy Planning Network, Inc. | $1.5M | 0 | 2026-06-30 |
| Valley Financial Group, Inc. | $1.2M | 4 | 2026-06-30 |
| One Plus One Wealth Management, LLC | $690.2K | 0 | 2026-06-30 |
| Quantinno Capital Management LP | $553.7K | 0 | 2026-06-30 |
| Newedge Advisors | $525.1K | 601 | 2026-06-30 |
| Iht Wealth Management LLC | $474.6K | 159 | 2026-06-30 |
| Federation Des Caisses Desjardins Du Quebec | $412.9K | 0 | 2026-06-30 |
| Jane Street Group, LLC | $386.2K | 0 | 2026-06-30 |
| Royal Bank of Canada | $200K | 0 | 2026-06-30 |
| Jpl Wealth Management, LLC | $84K | 2 | 2026-06-30 |
| UBS Group AG | $29.4K | 0 | 2026-06-30 |
| Sankala Group LLC | $23.7K | 4 | 2026-06-30 |
| Stillwater Private Wealth | $7K | 4 | 2026-06-30 |
| Mather Group, Llc. | $4.3K | 110 | 2026-06-30 |
| One Degree Advisors, Inc. | $2.8K | 7 | 2026-06-30 |
| Ae Wealth Management LLC | $1.3K | 471 | 2026-06-30 |