| Bank of America Corp /de | $121.4M | 0 | 2026-06-30 |
| Ae Wealth Management LLC | $71.1M | 471 | 2026-06-30 |
| Retiremitten Financial LLC | $13.8M | 5 | 2026-06-30 |
| Arkadios Wealth Advisors | $12.2M | 226 | 2026-06-30 |
| Cedar Mountain Advisors, LLC | $12.1M | 6 | 2026-06-30 |
| Goldman Sachs Group Inc | $12M | 0 | 2026-06-30 |
| Ameriprise Financial Inc | $11.3M | 0 | 2026-06-30 |
| Blackrock, Inc. | $10.7M | 0 | 2026-06-30 |
| UBS Group AG | $8.4M | 0 | 2026-06-30 |
| Verde Capital Management | $7.6M | 12 | 2026-06-30 |
| Wells Fargo & Company/mn | $7.5M | 0 | 2026-06-30 |
| Highpoint Advisor Group LLC | $7.4M | 114 | 2026-06-30 |
| Morgan Stanley | $6.2M | 23,185 | 2026-06-30 |
| Lpl Financial LLC | $6.1M | 23,458 | 2026-06-30 |
| Etf Portfolio Partners, Inc. | $5.4M | 4 | 2026-06-30 |
| Cetera Investment Advisers | $4.4M | 10,370 | 2026-06-30 |
| Envestnet Pmc | $4.2M | 60 | 2026-06-30 |
| Creative Financial Designs Inc /adv | $3.8M | 0 | 2026-06-30 |
| Creativeone Wealth, LLC | $3.7M | 221 | 2026-06-30 |
| Schmidt P J Investment Management Inc | $3.4M | 0 | 2026-06-30 |
| Keybank National Association/oh | $3.4M | 0 | 2026-06-30 |
| Jones Financial Companies LLLP | $3.3M | 0 | 2026-06-30 |
| Raymond James Financial Inc | $2.5M | 0 | 2026-06-30 |
| Independent Wealth Network Inc. | $2.3M | 34 | 2026-06-30 |
| Sound Income Strategies, LLC | $2.3M | 118 | 2026-06-30 |
| Wealthfront Advisers LLC | $2.2M | 40 | 2026-06-30 |
| Equitable Holdings, Inc. | $2.2M | 0 | 2026-06-30 |
| Susquehanna International Group, LLP | $2M | 0 | 2026-06-30 |
| Jane Street Group, LLC | $1.8M | 0 | 2026-06-30 |
| Prospera Financial Services, Inc. | $1.6M | 270 | 2026-06-30 |
| Royal Bank of Canada | $1.6M | 0 | 2026-06-30 |
| Goldstone Financial Group, LLC | $1.5M | 17 | 2026-06-30 |
| Jpmorgan Chase & Co | $1.1M | 0 | 2026-06-30 |
| Veratis Advisors, Inc. | $1.1M | 4 | 2026-06-30 |
| Cresta Advisors, Ltd. | $1.1M | 6 | 2026-06-30 |
| MML Investors Services, LLC | $1.1M | 5,120 | 2026-06-30 |
| Summit Wealth Partners, LLC | $778.7K | 12 | 2026-06-30 |
| Vestgen Advisors, LLC | $760.5K | 58 | 2026-06-30 |
| J.W. Cole Advisors, Inc. | $756.3K | 499 | 2026-06-30 |
| Level Financial Advisors | $739.5K | 8 | 2026-06-30 |
| Safeguard Investment Advisory Group, LLC | $704.5K | 9 | 2026-06-30 |
| Zenith Solutions, Inc. | $637.2K | 7 | 2026-06-30 |
| Latitude Advisors, LLC | $499.9K | 66 | 2026-06-30 |
| Gwn Securities Inc. | $468.5K | 449 | 2026-06-30 |
| Private Advisor Group, LLC | $453.3K | 927 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $451.7K | 2,863 | 2026-06-30 |
| Osaic Holdings, Inc. | $409.6K | 0 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $409.1K | 1,026 | 2026-06-30 |
| Sanctuary Advisors, LLC | $345.1K | 401 | 2026-06-30 |
| Elevated Capital Advisors, LLC | $322K | 20 | 2026-06-30 |
| TD Private Client Wealth LLC | $315.9K | 535 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $251.3K | 480 | 2026-06-30 |
| Planwiser Financial, LLC | $238.3K | 3 | 2026-06-30 |
| Advisory Services Network | $231.5K | 253 | 2026-06-30 |
| International Assets Investment Management, LLC | $224.7K | 122 | 2026-06-30 |
| Global Retirement Partners LLC | $211.5K | 491 | 2026-06-30 |
| Comerica Bank | $163.7K | 0 | 2025-12-31 |
| Fifth Third Bancorp | $162.2K | 0 | 2026-06-30 |
| Citigroup Inc | $155.9K | 0 | 2026-06-30 |
| Planvest Financial, Inc | $116.3K | 6 | 2026-06-30 |
| Financial Consulate, Inc | $82.2K | 13 | 2026-06-30 |
| National Bank of Canada /fi | $60K | 0 | 2026-06-30 |
| Capital A Wealth Management, LLC | $59.9K | 12 | 2025-06-30 |
| Cwm, LLC | $55.8K | 667 | 2026-03-31 |
| Decker Retirement Planning Inc. | $55.8K | 10 | 2026-06-30 |
| Ifp Advisors, Inc | $51.4K | 318 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $37.7K | 193 | 2026-06-30 |
| Shp Wealth Management | $36.7K | 32 | 2026-06-30 |
| Quest 10 Wealth Builders, Inc. | $26.1K | 3 | 2026-06-30 |
| Guardian Partners Inc. | $13.8K | 6 | 2026-06-30 |
| Continuum Advisory, LLC | $13.4K | 40 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $12.3K | 481 | 2026-06-30 |
| Rossby Financial, Lcc | $10.2K | 31 | 2026-06-30 |
| Crews Bank & Trust | $9.5K | 0 | 2026-06-30 |
| Arax Advisory Partners | $8.6K | 232 | 2026-06-30 |
| Oakmont Advisory Group, LLC | $3.9K | 3 | 2026-06-30 |
| Tounjian Advisory Partners, LLC | $3.7K | 5 | 2026-06-30 |
| Qube Research & Technologies Ltd | $2.3K | 0 | 2026-06-30 |
| Betterment LLC | $1.6K | 28 | 2026-06-30 |
| Vanguard Advisers Inc | $1.6K | 2,469 | 2026-06-30 |
| Peapack Gladstone Financial Corp | $1.2K | 0 | 2026-06-30 |
| Allworth Financial, LP | $789 | 317 | 2026-06-30 |
| Spurstone Advisory Services, LLC | $684 | 0 | 2026-06-30 |
| Bogart Wealth, LLC | $591 | 24 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $485 | 3,940 | 2026-03-31 |
| Luminist Capital LLC | $345 | 5 | 2026-06-30 |
| Cape Investment Advisory, Inc. | $317 | 35 | 2026-06-30 |
| Tsfg, LLC | $285 | 6 | 2026-06-30 |
| Fmr LLC | $148 | 0 | 2026-06-30 |
| Godfrey Financial Associates, Inc. | $51 | 3 | 2026-06-30 |
| Quent Capital, LLC | $49 | 0 | 2026-06-30 |
| Corecap Advisors, LLC | $40 | 118 | 2026-06-30 |
| Blueline Advisors LLC | $28 | 4 | 2026-06-30 |
| Kingdom Financial Group Llc. | $9 | 15 | 2026-06-30 |