| Cedar Cove Wealth Partners | $8.1M | 10 | 2026-06-30 |
| Van Eck Associates Corp. | $7.2M | 0 | 2026-06-30 |
| Heck Capital Advisors, LLC | $5.6M | 24 | 2026-06-30 |
| Norden Group LLC | $2.5M | 22 | 2026-06-30 |
| Echo45 Advisors LLC | $2.1M | 6 | 2026-06-30 |
| Bxm Wealth LLC | $1.7M | 5 | 2026-06-30 |
| Stonegate Investment Group, LLC | $1.5M | 0 | 2025-09-30 |
| Wealth Enhancement Advisory Services, LLC | $982.7K | 1,026 | 2026-06-30 |
| Citadel Advisors LLC | $972.4K | 0 | 2026-06-30 |
| Hightower Advisors, LLC | $917.3K | 1,046 | 2026-06-30 |
| Freegulliver, LLC | $775.3K | 5 | 2026-06-30 |
| Tidal Investments LLC | $610.4K | 0 | 2026-06-30 |
| Steel Grove Capital Advisors, LLC | $551.1K | 7 | 2026-06-30 |
| Jane Street Group, LLC | $285K | 0 | 2026-06-30 |
| Private Wealth Asset Management | $277.3K | 22 | 2026-06-30 |
| Almanack Investment Partners, Llc. | $251.7K | 14 | 2026-06-30 |
| Accurate Wealth Management, LLC | $223.4K | 49 | 2026-06-30 |
| Plan Group Financial, LLC | $216.6K | 18 | 2026-06-30 |
| Core Wealth Partners LLC | $207.9K | 5 | 2026-06-30 |
| Ifp Advisors, Inc | $117.5K | 318 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $80.3K | 481 | 2026-06-30 |
| Morgan Stanley | $34.2K | 23,185 | 2026-06-30 |
| Sjs Investment Services | $21.7K | 19 | 2026-06-30 |
| Thrivent Financial for Lutherans | $7.4K | 0 | 2026-06-30 |
| Jpmorgan Chase & Co | $436 | 0 | 2026-06-30 |