| Tolleson Wealth Management, Inc. | $4.6M | 0 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $3.7M | 2,863 | 2026-06-30 |
| Retirement Capital Strategies, Inc. | $857.5K | 2 | 2026-06-30 |
| Jane Street Group, LLC | $809.6K | 0 | 2026-06-30 |
| Lpl Financial LLC | $792.8K | 23,458 | 2026-06-30 |
| Values Added Financial LLC | $711.6K | 8 | 2026-06-30 |
| Jfg Wealth Management, LLC | $688.7K | 0 | 2025-09-30 |
| Susquehanna International Group, LLP | $646.3K | 0 | 2026-06-30 |
| Goldman Sachs Group Inc | $572.7K | 0 | 2026-06-30 |
| Wealth Group Ltd | $546K | 0 | 2026-06-30 |
| Bank of America Corp /de | $501K | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $436.1K | 0 | 2026-06-30 |
| Hightower Advisors, LLC | $340.2K | 1,046 | 2026-06-30 |
| Tower Research Capital LLC (trc) | $317.2K | 0 | 2026-06-30 |
| Private Advisor Group, LLC | $306.5K | 927 | 2026-06-30 |
| Longview Asset Management LLC | $304.4K | 0 | 2025-12-31 |
| Pw Advisors, LLC | $254.4K | 0 | 2026-06-30 |
| Ep Wealth Advisors, LLC | $251.4K | 338 | 2026-06-30 |
| Towneley Capital Management, Inc / de | $222.5K | 7 | 2026-06-30 |
| Westside Investment Management, LLC | $113.7K | 7 | 2026-06-30 |
| Ameritas Advisory Services, LLC | $108.3K | 550 | 2026-06-30 |
| Cherry Tree Wealth Management, LLC | $38.2K | 9 | 2026-03-31 |
| Corecap Advisors, LLC | $1.3K | 118 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $287 | 3,940 | 2026-03-31 |