| Zenith Solutions, Inc. | $7.1M | 7 | 2026-06-30 |
| Clearstead; Clearstead Advisory Solutions | $5.7M | 64 | 2026-06-30 |
| Rossby Financial, Lcc | $2.1M | 31 | 2026-06-30 |
| Westfuller Advisors, LLC | $1.7M | 8 | 2026-06-30 |
| Wealthfront Advisers LLC | $1.4M | 40 | 2026-06-30 |
| Blair William & Co/il | $1.3M | 329 | 2026-06-30 |
| Gts Securities LLC | $1.3M | 0 | 2026-06-30 |
| Greenleaf Trust | $925.1K | 0 | 2026-06-30 |
| South Shore Capital Advisors | $623.9K | 3 | 2026-06-30 |
| Kestra Advisory Services, LLC | $590.5K | 1,479 | 2026-06-30 |
| Ameritas Investment Partners, Inc. | $585.2K | 7 | 2026-06-30 |
| Farther Finance Advisors, LLC | $578.5K | 334 | 2026-06-30 |
| Lpl Financial LLC | $564.9K | 23,458 | 2026-06-30 |
| Sincerus Advisory, LLC | $523.9K | 3 | 2026-06-30 |
| Naviter Wealth, LLC | $475.7K | 16 | 2026-06-30 |
| Envestnet Pmc | $466.2K | 60 | 2026-06-30 |
| Sankala Group LLC | $381.9K | 4 | 2026-06-30 |
| Old National Bancorp /in | $366.3K | 0 | 2026-06-30 |
| Rockefeller Capital Management LP | $315.2K | 346 | 2026-06-30 |
| Ima Advisory Services, Inc. | $301.1K | 48 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $293.4K | 2,863 | 2026-06-30 |
| Chesapeake Wealth Management | $275.6K | 0 | 2026-06-30 |
| Vise Technologies, Inc. | $258.3K | 0 | 2026-06-30 |
| International Assets Investment Management, LLC | $257.7K | 122 | 2026-06-30 |
| Equita Financial Network, Inc. | $251.4K | 16 | 2026-06-30 |
| Cetera Investment Advisers | $239.7K | 10,370 | 2026-06-30 |
| Cassaday & Co Wealth Management LLC | $159.4K | 47 | 2026-06-30 |
| Bradley & Co. Private Wealth Management, LLC | $141.1K | 2 | 2026-06-30 |
| Arax Advisory Partners | $136.6K | 232 | 2026-06-30 |
| Fmr LLC | $112.1K | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $103.9K | 0 | 2026-06-30 |
| First Horizon Corp | $58.7K | 0 | 2026-06-30 |
| Royal Bank of Canada | $38K | 0 | 2026-06-30 |
| Glassman Wealth Services | $34.9K | 14 | 2026-06-30 |
| Morgan Stanley | $33.8K | 23,185 | 2026-06-30 |
| Thompson Investment Management, Inc. | $24K | 6 | 2026-06-30 |
| Ghp Investment Advisors Inc | $21.6K | 27 | 2026-06-30 |
| Abound Wealth Management | $18.6K | 16 | 2026-06-30 |
| Tower View Wealth Management LLC | $7.7K | 4 | 2026-06-30 |
| Byrne Asset Management, LLC | $5.2K | 5 | 2026-06-30 |
| Vanguard Advisers Inc | $3.6K | 2,469 | 2026-06-30 |
| Redwood Park Advisors LLC | $697 | 2 | 2026-06-30 |
| Godfrey Financial Associates, Inc. | $608 | 3 | 2026-06-30 |
| Financial Life Planners | $441 | 4 | 2026-06-30 |
| Smithfield Trust Co | $5 | 0 | 2026-06-30 |