| Lpl Financial LLC | $20.2M | 23,458 | 2026-06-30 |
| Raymond James Financial Inc | $16.6M | 0 | 2026-06-30 |
| Cetera Investment Advisers | $14.6M | 10,370 | 2026-06-30 |
| Wells Fargo & Company/mn | $10.4M | 0 | 2026-06-30 |
| Mbl Advisors | $9.2M | 10 | 2026-06-30 |
| Bullock Wealth Management Group | $7.8M | 9 | 2026-06-30 |
| Alphacore Capital LLC | $7.7M | 69 | 2026-06-30 |
| Spc Financial, Inc. | $5.8M | 0 | 2025-09-30 |
| Empirical Finance, LLC | $5.6M | 0 | 2026-06-30 |
| Envestnet Pmc | $4.7M | 60 | 2026-06-30 |
| MML Investors Services, LLC | $3.6M | 5,120 | 2026-06-30 |
| Mather Group, Llc. | $2.9M | 110 | 2026-06-30 |
| Napa Wealth Management | $2.5M | 0 | 2025-09-30 |
| Unique Wealth, LLC | $1.9M | 14 | 2026-06-30 |
| Stifel Financial Corp | $1.8M | 0 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $1.7M | 2,863 | 2026-06-30 |
| Jane Street Group, LLC | $1.7M | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $1.5M | 0 | 2026-06-30 |
| Henderson Brothers Financial Partners, LLC | $1.4M | 18 | 2026-06-30 |
| Whitaker-Myers Wealth Managers, Ltd. | $1.4M | 16 | 2026-06-30 |
| Summit Financial, LLC | $1.4M | 229 | 2026-06-30 |
| Royal Bank of Canada | $1.3M | 0 | 2026-06-30 |
| Kathmere Capital Management, LLC | $1M | 17 | 2026-06-30 |
| Ameriprise Financial Inc | $857.1K | 0 | 2026-06-30 |
| Moneco Advisors, LLC | $758.3K | 50 | 2026-06-30 |
| Kestra Advisory Services, LLC | $749.4K | 1,479 | 2026-06-30 |
| Newedge Advisors | $686.8K | 601 | 2026-06-30 |
| Ade, LLC | $675.7K | 6 | 2026-06-30 |
| Wealthspire Retirement, LLC | $576.6K | 146 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $569.8K | 481 | 2026-06-30 |
| Private Advisor Group, LLC | $545K | 927 | 2026-06-30 |
| Legacy Trust | $533.5K | 0 | 2026-06-30 |
| Jacobi Capital Management LLC | $453.9K | 32 | 2026-06-30 |
| Geowealth Management, LLC | $437.6K | 0 | 2026-06-30 |
| J2 Capital Management Inc | $362.7K | 2 | 2026-06-30 |
| Private Trust Co NA | $340K | 0 | 2026-06-30 |
| Clark Asset Management, LLC | $332K | 7 | 2026-06-30 |
| Concurrent Investment Advisors, LLC | $314.3K | 349 | 2026-06-30 |
| Mgo One Seven LLC | $228.8K | 118 | 2026-06-30 |
| Sykon Capital LLC | $224.5K | 5 | 2026-06-30 |
| Capital Investment Advisory Services, LLC | $188.8K | 103 | 2026-06-30 |
| Ameriflex Group, Inc. | $102.6K | 212 | 2026-06-30 |
| Harbour Investments, Inc. | $87.1K | 247 | 2026-06-30 |
| Morgan Stanley | $49.3K | 23,185 | 2026-06-30 |
| Ifp Advisors, Inc | $45.8K | 318 | 2026-06-30 |
| Eversource Wealth Advisors, LLC | $39K | 77 | 2026-06-30 |
| International Assets Investment Management, LLC | $34.1K | 122 | 2026-06-30 |
| Ifg Advisory, LLC | $32.4K | 110 | 2026-06-30 |
| Regatta Research & Money Management LLC | $32.1K | 6 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $26.5K | 21 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $16.5K | 193 | 2026-06-30 |
| Pacer Advisors, Inc. | $12.5K | 21 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $2.4K | 3,940 | 2026-03-31 |
| One Degree Advisors, Inc. | $1.5K | 7 | 2026-06-30 |
| Jpmorgan Chase & Co | $56 | 0 | 2026-06-30 |