| Lpl Financial LLC | $31.2M | 23,458 | 2026-06-30 |
| Raymond James Financial Inc | $13.2M | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $7.6M | 0 | 2026-06-30 |
| Umb Bank, N.A. | $5.6M | 0 | 2026-06-30 |
| D.A. Davidson & Co. | $2.7M | 689 | 2026-06-30 |
| Cetera Investment Advisers | $1.6M | 10,370 | 2026-06-30 |
| Fortis Group Advisors, LLC | $959.5K | 25 | 2026-06-30 |
| Wealthspire Retirement, LLC | $913.2K | 146 | 2026-06-30 |
| Private Advisor Group, LLC | $901K | 927 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $793.7K | 2,863 | 2026-06-30 |
| Cwm, LLC | $739.7K | 667 | 2026-03-31 |
| Sanctuary Advisors, LLC | $701.7K | 401 | 2026-06-30 |
| Old Mission Capital LLC | $684.2K | 0 | 2026-06-30 |
| Royal Bank of Canada | $637K | 0 | 2026-06-30 |
| Atlatl Advisers LLC | $550.8K | 7 | 2026-06-30 |
| Seeds Investor LLC | $550.8K | 3 | 2026-06-30 |
| Cornerstone Wealth Management, LLC | $423.7K | 0 | 2026-06-30 |
| Alphastar Capital Management, LLC | $406.2K | 157 | 2026-06-30 |
| Arkadios Wealth Advisors | $390.2K | 226 | 2026-06-30 |
| Central Trust Co | $374.6K | 0 | 2026-06-30 |
| Kestra Advisory Services, LLC | $373.1K | 1,479 | 2026-06-30 |
| Money Concepts Capital Corp | $347.4K | 389 | 2026-06-30 |
| Mariner, LLC | $335.7K | 0 | 2026-06-30 |
| Two Sigma Investments, LP | $319.8K | 0 | 2026-06-30 |
| Bank of America Corp /de | $288.5K | 0 | 2026-06-30 |
| Independent Financial Group, LLC | $219K | 481 | 2026-06-30 |
| Encompass More Asset Management | $208.9K | 86 | 2026-06-30 |
| Arax Advisory Partners | $206.2K | 232 | 2026-06-30 |
| Koshinski Asset Management, Inc. | $200.9K | 69 | 2026-06-30 |
| Tidemark, LLC | $165.3K | 8 | 2026-06-30 |
| Harbour Investments, Inc. | $131K | 247 | 2026-06-30 |
| Private Trust Co NA | $112.9K | 0 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $94.1K | 0 | 2026-06-30 |
| Global Retirement Partners LLC | $90.7K | 491 | 2026-06-30 |
| Allworth Financial, LP | $56.8K | 317 | 2026-06-30 |
| Jpmorgan Chase & Co | $42.3K | 0 | 2026-06-30 |
| International Assets Investment Management, LLC | $38.7K | 122 | 2026-06-30 |
| Silver Oak Securities, Incorporated | $20K | 117 | 2026-06-30 |
| Johnson Financial Group, Inc. | $19.7K | 0 | 2026-06-30 |
| Franklin Resources Inc | $15.1K | 0 | 2026-06-30 |
| Triumph Capital Management | $12.7K | 14 | 2026-06-30 |
| Morgan Stanley | $3.7K | 23,185 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $2K | 3,940 | 2026-03-31 |
| Janney Montgomery Scott LLC | $273 | 1,342 | 2026-06-30 |
| Capital Analysts, LLC | $54 | 608 | 2026-06-30 |
| Wells Fargo & Company/mn | $2 | 0 | 2026-06-30 |