| Bank of America Corp /de | $167.2M | 0 | 2026-06-30 |
| Lpl Financial LLC | $108.2M | 23,458 | 2026-06-30 |
| Morgan Stanley | $101.3M | 23,185 | 2026-06-30 |
| Wells Fargo & Company/mn | $101M | 0 | 2026-06-30 |
| UBS Group AG | $64.7M | 0 | 2026-06-30 |
| Sequoia Financial Group, LLC | $59.6M | 258 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $48.4M | 0 | 2026-06-30 |
| Baird Financial Group, Inc. | $41.5M | 0 | 2026-06-30 |
| Raymond James Financial Inc | $38.3M | 0 | 2026-06-30 |
| Royal Bank of Canada | $37.7M | 0 | 2026-06-30 |
| Jones Financial Companies LLLP | $28M | 0 | 2026-06-30 |
| Sepio Capital, LP | $27.7M | 19 | 2026-06-30 |
| Cetera Investment Advisers | $25.6M | 10,370 | 2026-06-30 |
| Alphacore Capital LLC | $21.3M | 69 | 2026-06-30 |
| Teamwork Financial Advisors, LLC | $20.8M | 11 | 2026-06-30 |
| Envestnet Pmc | $16.6M | 60 | 2026-06-30 |
| Osaic Holdings, Inc. | $15.5M | 0 | 2026-06-30 |
| Hightower Advisors, LLC | $15.2M | 1,046 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $14.5M | 1,026 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $14.3M | 2,863 | 2026-06-30 |
| Longview Financial Advisors, Inc. | $13.7M | 3 | 2026-06-30 |
| Modern Wealth Management, LLC | $10.2M | 161 | 2026-06-30 |
| Independent Financial Group, LLC | $9.8M | 481 | 2026-06-30 |
| Bank of New York Mellon Corp | $9.4M | 0 | 2026-06-30 |
| Fortis Advisors, LLC | $8.3M | 3 | 2026-06-30 |
| Stratos Wealth Advisors, LLC | $6.8M | 71 | 2026-06-30 |
| Orion Porfolio Solutions, LLC | $6.5M | 199 | 2026-06-30 |
| Anson Capital, Inc. | $6.3M | 3 | 2026-06-30 |
| MML Investors Services, LLC | $6.3M | 5,120 | 2026-06-30 |
| Jane Street Group, LLC | $6M | 0 | 2026-06-30 |
| Rockefeller Capital Management LP | $5.9M | 346 | 2026-06-30 |
| American Alpha Advisors, LLC | $5.8M | 2 | 2026-06-30 |
| Channel Wealth, LLC | $5.7M | 9 | 2026-06-30 |
| Trustmark Bank Trust Department | $5.3M | 0 | 2026-06-30 |
| One Plus One Wealth Management, LLC | $5M | 0 | 2026-06-30 |
| Wealth Group Ltd | $4.9M | 0 | 2026-06-30 |
| CIBC World Market Inc. | $4.7M | 0 | 2026-06-30 |
| Stifel Financial Corp | $4.4M | 0 | 2026-06-30 |
| Bleakley Financial Group, LLC | $4.2M | 124 | 2026-06-30 |
| Summit Wealth Partners, LLC | $4.1M | 12 | 2026-06-30 |
| Equitable Holdings, Inc. | $4.1M | 0 | 2026-06-30 |
| Newedge Advisors | $4.1M | 601 | 2026-06-30 |
| Amplius Wealth Advisors | $4.1M | 11 | 2026-06-30 |
| Belpointe Asset Management LLC | $3.9M | 170 | 2026-06-30 |
| American Financial & Tax Strategies Inc | $3.9M | 1 | 2026-06-30 |
| Beacon Pointe Advisors, LLC | $3.9M | 466 | 2026-06-30 |
| Pacific Wealth Strategies Group, Inc. | $3.7M | 3 | 2026-06-30 |
| Kestra Advisory Services, LLC | $3.6M | 1,479 | 2026-06-30 |
| Captrust Financial Advisors | $3.4M | 962 | 2026-06-30 |
| Wealthplan Investment Management, LLC | $3.1M | 29 | 2026-06-30 |
| Citadel Advisors LLC | $3.1M | 0 | 2026-06-30 |
| Etf Architect | $3.1M | 6 | 2026-06-30 |
| Bigsur Wealth Management LLC | $2.8M | 5 | 2026-06-30 |
| Ausdal Financial Partners, Inc. | $2.5M | 189 | 2026-06-30 |
| Moors & Cabot, Inc. | $2.3M | 82 | 2026-06-30 |
| Nations Financial Group Inc, /ia/ /adv | $2.2M | 0 | 2026-06-30 |
| Private Client Services, LLC | $2M | 66 | 2026-06-30 |
| Zega Investments, LLC | $1.9M | 6 | 2026-06-30 |
| Citigroup Inc | $1.8M | 0 | 2026-06-30 |
| Wny Asset Management, LLC | $1.8M | 29 | 2026-06-30 |
| True Private Wealth Advisors | $1.7M | 11 | 2026-06-30 |
| Wealthplan Partners, LLC | $1.7M | 26 | 2026-06-30 |
| Comerica Bank | $1.6M | 0 | 2025-12-31 |
| Susquehanna International Group, LLP | $1.5M | 0 | 2026-06-30 |
| Colonial River Wealth Management LLC | $1.5M | 8 | 2026-06-30 |
| Fifth Third Bancorp | $1.5M | 0 | 2026-06-30 |
| Syntegra Private Wealth Group, LLC | $1.4M | 12 | 2026-06-30 |
| World Investment Advisors | $1.3M | 359 | 2026-06-30 |
| Wealthcare Advisory Partners LLC | $1.3M | 170 | 2026-06-30 |
| Commonwealth Financial Services, LLC | $1.2M | 15 | 2026-06-30 |
| Lake Street Private Wealth, LLC | $1.2M | 6 | 2026-06-30 |
| Investment Partners Asset Management, Inc. | $1.1M | 8 | 2026-06-30 |
| Truist Financial Corp | $1.1M | 0 | 2026-06-30 |
| Corient Private Wealth LP | $1.1M | 674 | 2026-06-30 |
| Jpmorgan Chase & Co | $1.1M | 0 | 2026-06-30 |
| Miller Global Investments, LLC | $1M | 2 | 2026-06-30 |
| Fiduciary Financial Group, LLC | $1M | 9 | 2026-06-30 |
| Advisory Services Network | $1M | 253 | 2026-06-30 |
| Key Financial, Inc. | $995.2K | 8 | 2026-06-30 |
| Mariner, LLC | $925.3K | 0 | 2026-06-30 |
| Unified Investment Management | $887.6K | 2 | 2026-06-30 |
| Avantax Planning Partners, Inc. | $887K | 10 | 2026-06-30 |
| Kestra Private Wealth Services, LLC | $884K | 206 | 2026-06-30 |
| Merit Financial Group, LLC | $862.1K | 295 | 2026-06-30 |
| Tripletail Wealth Management, LLC | $856.9K | 2 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $844.6K | 481 | 2026-06-30 |
| Brookwood Investment Group LLC | $826.4K | 69 | 2026-06-30 |
| 5t Wealth, LLC | $787.1K | 4 | 2026-06-30 |
| Oxenfree Capital LLC | $783K | 8 | 2026-06-30 |
| Sankala Group LLC | $722.9K | 4 | 2026-06-30 |
| Sigma Planning Corp | $712.3K | 474 | 2026-06-30 |
| Barrett & Company, Inc. | $710.9K | 4 | 2026-06-30 |
| Lewis Asset Management, LLC | $686.1K | 5 | 2026-06-30 |
| Krilogy | $599.7K | 64 | 2026-06-30 |
| Harbour Investments, Inc. | $595K | 247 | 2026-06-30 |
| Planning Strategies Inc. | $573.8K | 10 | 2026-06-30 |
| Gaddis Premier Wealth Advisors LLC | $557.9K | 8 | 2026-06-30 |
| Ae Wealth Management LLC | $539.4K | 471 | 2026-06-30 |
| Arax Advisory Partners | $526.1K | 232 | 2026-06-30 |
| Sanctuary Advisors, LLC | $517.6K | 401 | 2026-06-30 |
| New Edge Wealth | $503.8K | 151 | 2026-06-30 |
| Next Level Private LLC | $502.3K | 14 | 2026-06-30 |
| Arkadios Wealth Advisors | $485.5K | 226 | 2026-06-30 |
| Leigh Baldwin & Co., LLC | $465.2K | 18 | 2026-06-30 |
| Fearless Solutions, LLC Dba Best Invest | $458.1K | 0 | 2026-06-30 |
| Tcfg Wealth Management, LLC | $441.4K | 0 | 2026-03-31 |
| Davenport & Co LLC | $440.6K | 339 | 2026-06-30 |
| Goldman Sachs Group Inc | $421.4K | 0 | 2026-06-30 |
| Commerce Advisors, LLC | $415.9K | 5 | 2026-06-30 |
| Stratos Investment Management, LLC | $415.5K | 7 | 2026-06-30 |
| Kraematon Investment Advisors, Inc. | $399.6K | 1 | 2026-06-30 |
| Benjamin Edwards Inc | $392.9K | 0 | 2026-06-30 |
| Kingswood Wealth Advisors, LLC | $389.1K | 123 | 2026-06-30 |
| Fsm Wealth Advisors, LLC | $376.8K | 16 | 2026-06-30 |
| Lionsbridge Wealth Management LLC | $367.8K | 3 | 2026-06-30 |
| Creative Planning | $354.4K | 1,171 | 2026-06-30 |
| Kingsview Wealth Management, LLC | $350.9K | 115 | 2026-06-30 |
| Dana Investment Advisors, Inc. | $337.2K | 26 | 2026-06-30 |
| Summit Financial, LLC | $325.5K | 229 | 2026-06-30 |
| Qtr Family Wealth, LLC | $303.6K | 6 | 2026-06-30 |
| Ethos Financial Group, LLC | $300.1K | 0 | 2026-06-30 |
| Seia | $288.2K | 141 | 2026-06-30 |
| Capasso Planning Partners LLC | $277.7K | 2 | 2026-06-30 |
| Caldwell Sutter Capital, Inc. | $276.7K | 8 | 2026-06-30 |
| Atlas Wealth Partners LLC | $275.3K | 3 | 2026-06-30 |
| Private Advisor Group, LLC | $272.3K | 927 | 2026-06-30 |
| Ern Financial, LLC | $271.5K | 10 | 2026-06-30 |
| Decision Investments, Inc | $270.6K | 2 | 2026-06-30 |
| Per Stirling Capital Management, Llc. | $262K | 31 | 2026-06-30 |
| Instrumental Wealth, LLC | $256.5K | 5 | 2026-06-30 |
| Mgo One Seven LLC | $253.4K | 118 | 2026-06-30 |
| Empire Financial Management Company, LLC | $242.3K | 9 | 2026-06-30 |
| Onyx Bridge Wealth Group LLC | $240.8K | 22 | 2026-06-30 |
| Ifg Advisory, LLC | $240.3K | 110 | 2026-06-30 |
| Saxon Financial Group | $239.7K | 15 | 2026-06-30 |
| Prospera Financial Services, Inc. | $238.4K | 270 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $238.3K | 193 | 2026-06-30 |
| Opal Wealth Advisors, LLC | $234.7K | 10 | 2026-06-30 |
| Gries Financial LLC | $230.1K | 0 | 2025-09-30 |
| Cerity Partners LLC | $229K | 777 | 2026-06-30 |
| Fortress Private Ledger, LLC | $226.3K | 19 | 2026-06-30 |
| Farther Finance Advisors, LLC | $222K | 334 | 2026-06-30 |
| Ivc Wealth Advisors LLC | $216.8K | 6 | 2026-06-30 |
| Creativeone Wealth, LLC | $214.1K | 221 | 2026-06-30 |
| Rvw Wealth, LLC | $209K | 8 | 2026-06-30 |
| Fmr LLC | $196.6K | 0 | 2026-06-30 |
| Signature Equity Partners, LLC | $178.6K | 34 | 2026-06-30 |
| International Assets Investment Management, LLC | $151.5K | 122 | 2026-06-30 |
| Founders Financial Alliance, LLC | $116.6K | 32 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $90.2K | 0 | 2026-06-30 |
| Private Trust Co NA | $79.1K | 0 | 2026-06-30 |
| Glassman Wealth Services | $73K | 14 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $69.8K | 480 | 2026-06-30 |
| O'Shaughnessy Asset Management, LLC | $66.9K | 58 | 2026-06-30 |
| Ameritas Advisory Services, LLC | $64.9K | 550 | 2026-06-30 |
| Cwm, LLC | $62.2K | 667 | 2026-03-31 |
| Ameriflex Group, Inc. | $52.2K | 212 | 2026-06-30 |
| Allworth Financial, LP | $51.3K | 317 | 2026-06-30 |
| Global Retirement Partners LLC | $40.5K | 491 | 2026-06-30 |
| Anchor Investment Management, LLC | $38.8K | 6 | 2026-03-31 |
| Harbor Investment Advisory, LLC | $35.1K | 31 | 2026-06-30 |
| Ifp Advisors, Inc | $33.8K | 318 | 2026-06-30 |
| Assetmark, Inc | $29.7K | 220 | 2026-06-30 |
| Copia Wealth Management | $23.2K | 4 | 2026-06-30 |
| Ashton Thomas Private Wealth, LLC | $22.8K | 96 | 2026-06-30 |
| Eversource Wealth Advisors, LLC | $21K | 77 | 2026-06-30 |
| Blackrock, Inc. | $20.1K | 0 | 2026-06-30 |
| Pacer Advisors, Inc. | $19.4K | 21 | 2026-06-30 |
| Pinnacle Bancorp, Inc. | $17.7K | 0 | 2026-06-30 |
| Creative Financial Designs Inc /adv | $14.1K | 0 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $13.8K | 3,940 | 2026-03-31 |
| TD Capital Management LLC | $13K | 8 | 2026-06-30 |
| Larson Financial Group LLC | $11.4K | 67 | 2026-06-30 |
| Register Financial Advisors LLC | $10K | 0 | 2026-06-30 |
| Silver Grove Financial Group, Inc. | $9.7K | 17 | 2026-06-30 |
| Salomon & Ludwin, LLC | $7.9K | 6 | 2026-06-30 |
| Mtm Investment Management, LLC | $6.9K | 5 | 2026-06-30 |
| Princeton Global Asset Management LLC | $4.9K | 17 | 2026-06-30 |
| Investor Fan | $4.5K | 14 | 2026-06-30 |
| Dhjj Financial Advisors, Ltd. | $4.2K | 7 | 2026-06-30 |
| Key Capital Management, Inc | $4.1K | 11 | 2026-06-30 |
| Fiduciary Financial Advisors | $3.1K | 51 | 2026-06-30 |
| Russell Investments Group, Ltd. | $2.9K | 0 | 2026-06-30 |
| Lifesteps Financial | $1.9K | 7 | 2026-06-30 |
| Bank of Montreal /can | $1.4K | 0 | 2026-06-30 |
| Natixis Advisors, LLC | $1.2K | 57 | 2026-06-30 |
| Strategic Wealth Partners, Ltd. | $956 | 0 | 2026-06-30 |
| Janney Montgomery Scott LLC | $656 | 1,342 | 2026-06-30 |
| Wedbush Securities Inc | $291 | 220 | 2026-06-30 |
| Capital Analysts, LLC | $192 | 608 | 2026-06-30 |
| Vanguard Advisers Inc | $83 | 2,469 | 2026-06-30 |
| Hantz Financial Services, Inc. | $4 | 396 | 2026-06-30 |