| Bank of America Corp /de | $90.7M | 0 | 2026-06-30 |
| Sound Income Strategies, LLC | $41.5M | 118 | 2026-06-30 |
| Assetmark, Inc | $14.5M | 220 | 2026-06-30 |
| UBS Group AG | $7.5M | 0 | 2026-06-30 |
| Lpl Financial LLC | $5.9M | 23,458 | 2026-06-30 |
| Ameriprise Financial Inc | $5.8M | 0 | 2026-06-30 |
| Hennion & Walsh Asset Management, Inc. | $5.6M | 71 | 2026-06-30 |
| Raymond James Financial Inc | $5M | 0 | 2026-06-30 |
| Ae Wealth Management LLC | $4.3M | 471 | 2026-06-30 |
| Jane Street Group, LLC | $4.1M | 0 | 2026-06-30 |
| Creative Financial Designs Inc /adv | $4.1M | 0 | 2026-06-30 |
| Morgan Stanley | $3.9M | 23,185 | 2026-06-30 |
| &partners | $3.6M | 555 | 2026-06-30 |
| Jpmorgan Chase & Co | $3.5M | 0 | 2026-06-30 |
| Cape Cod Five Cents Savings Bank | $3.4M | 0 | 2026-06-30 |
| Royal Bank of Canada | $3.2M | 0 | 2026-06-30 |
| Susquehanna International Group, LLP | $3.1M | 0 | 2026-06-30 |
| Cambria Investment Management, LP | $2.5M | 1 | 2026-06-30 |
| Sonoma Allocations | $2.5M | 3 | 2026-06-30 |
| MML Investors Services, LLC | $2M | 5,120 | 2026-06-30 |
| Cetera Investment Advisers | $1.9M | 10,370 | 2026-06-30 |
| Ferguson Shapiro LLC | $1.7M | 0 | 2026-06-30 |
| Oppenheimer & Co. Inc. | $1.6M | 1,166 | 2026-06-30 |
| Whitcomb & Hess, Inc. | $1.5M | 8 | 2026-06-30 |
| Ascent Advisors, LLC | $1.5M | 10 | 2026-06-30 |
| Guggenheim Capital LLC | $1.5M | 0 | 2026-06-30 |
| Rockefeller Capital Management LP | $1.5M | 346 | 2026-06-30 |
| Scotia Capital Inc. | $1.4M | 0 | 2026-06-30 |
| Belpointe Asset Management LLC | $1.3M | 170 | 2026-06-30 |
| Openarc Corporate Advisory, LLC | $1.2M | 123 | 2026-06-30 |
| Verde Capital Management | $1.1M | 12 | 2026-06-30 |
| Farther Finance Advisors, LLC | $1M | 334 | 2026-06-30 |
| Envestnet Pmc | $940.9K | 60 | 2026-06-30 |
| Acorn Wealth Advisors, LLC | $931.9K | 5 | 2026-06-30 |
| Sage Advisory Services, Ltd.co. | $891K | 0 | 2026-06-30 |
| Focus Financial | $869.7K | 121 | 2026-06-30 |
| Integrity Alliance, Llc. | $867.6K | 353 | 2026-06-30 |
| Point Nemo Capital, LLC | $859.4K | 2 | 2026-06-30 |
| Tidal Investments LLC | $855.7K | 0 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $795.7K | 193 | 2026-06-30 |
| Seed Wealth Management, Inc. | $770.8K | 1 | 2026-06-30 |
| J.W. Cole Advisors, Inc. | $652K | 499 | 2026-06-30 |
| Citadel Advisors LLC | $651.3K | 0 | 2026-06-30 |
| Fortress Wealth Management, Inc. | $595.1K | 0 | 2025-09-30 |
| Rareview Capital LLC | $486.7K | 5 | 2026-06-30 |
| Lexaurum Advisors, LLC | $478.1K | 35 | 2026-06-30 |
| Kingswood Wealth Advisors, LLC | $478.1K | 123 | 2026-06-30 |
| Osaic Holdings, Inc. | $476.7K | 0 | 2026-06-30 |
| Strategic Financial Concepts, LLC | $450K | 40 | 2026-06-30 |
| Southstate Bank Corp | $423.8K | 0 | 2026-06-30 |
| Etesian Wealth Advisors, Inc. | $408.3K | 7 | 2026-06-30 |
| Wcg Wealth Advisors LLC | $403K | 130 | 2026-06-30 |
| Hillsdale Investment Management Inc. | $364.2K | 0 | 2026-06-30 |
| Yoffe Investment Management, LLC | $340.5K | 1 | 2026-06-30 |
| Trademark Financial Management, LLC | $335.4K | 2 | 2026-06-30 |
| Balboa Wealth Partners, Inc. | $333.7K | 26 | 2026-06-30 |
| Coastal Bridge Advisors, LLC | $293.1K | 39 | 2026-06-30 |
| Wells Fargo & Company/mn | $285K | 0 | 2026-06-30 |
| Tidemark, LLC | $278.2K | 8 | 2026-06-30 |
| Gladstone Institutional Advisory LLC | $273.6K | 108 | 2026-06-30 |
| International Assets Investment Management, LLC | $273.3K | 122 | 2026-06-30 |
| Endowment Wealth Management, Inc. | $251.5K | 13 | 2026-06-30 |
| Apollon Wealth Management, LLC | $222.3K | 151 | 2026-06-30 |
| Dgs Capital Management, LLC | $212.1K | 1 | 2026-03-31 |
| Harbour Investments, Inc. | $145.1K | 247 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $144.7K | 480 | 2026-06-30 |
| Pioneer Family Office, LLC | $138.9K | 4 | 2026-06-30 |
| Sbi Securities Co., Ltd. | $100.5K | 0 | 2026-06-30 |
| Purpose Unlimited Inc. | $86.6K | 0 | 2026-06-30 |
| Key Capital Management, Inc | $57K | 11 | 2026-06-30 |
| Blackrock, Inc. | $50.6K | 0 | 2026-06-30 |
| Mather Group, Llc. | $49.9K | 110 | 2026-06-30 |
| Mrp Capital Investments, LLC | $46.3K | 3 | 2026-06-30 |
| Ameritas Advisory Services, LLC | $45.8K | 550 | 2026-06-30 |
| Fmr LLC | $38.9K | 0 | 2026-06-30 |
| Costello Asset Management, Inc. | $29.3K | 2 | 2026-06-30 |
| Van Eck Associates Corp. | $17.4K | 0 | 2026-06-30 |
| Tucker Asset Management LLC | $15.9K | 60 | 2026-06-30 |
| Signature Equity Partners, LLC | $15.2K | 34 | 2026-06-30 |
| O'Shaughnessy Asset Management, LLC | $9.8K | 58 | 2026-06-30 |
| Capital Investment Advisory Services, LLC | $9.3K | 103 | 2026-06-30 |
| Private Trust Co NA | $9.1K | 0 | 2026-06-30 |
| Blue Trust, Inc. | $7.4K | 0 | 2026-06-30 |
| Buck Wealth Strategies, LLC | $5.6K | 50 | 2026-06-30 |
| CIBC Private Wealth Group LLC | $4.2K | 0 | 2025-12-31 |
| Qube Research & Technologies Ltd | $3.3K | 0 | 2026-06-30 |
| Hilton Head Capital Partners, LLC | $2.6K | 6 | 2026-06-30 |
| Founders Financial Alliance, LLC | $1.6K | 32 | 2026-06-30 |
| Strategic Wealth Partners, Ltd. | $764 | 0 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $697 | 3,940 | 2026-03-31 |
| Keating Financial Advisory Services, Inc. | $523 | 25 | 2026-06-30 |
| Hrt Financial LP | $355 | 0 | 2026-06-30 |
| Thrivent Financial for Lutherans | $305 | 0 | 2026-06-30 |
| Ifp Advisors, Inc | $302 | 318 | 2026-06-30 |
| Winthrop Capital Management, LLC | $129 | 4 | 2026-06-30 |
| Angeles Wealth Management, LLC | $101 | 9 | 2026-06-30 |
| Tsfg, LLC | $4 | 6 | 2026-06-30 |