| Aspen Wealth Strategies, LLC | $1.5M | 6 | 2026-06-30 |
| Merkkuri Wealth Advisors LLC | $1.4M | 3 | 2026-06-30 |
| Old Mission Capital LLC | $1.3M | 0 | 2026-06-30 |
| Worthington Wealth Management | $854.6K | 3 | 2026-06-30 |
| First Trust Advisors LP | $661.6K | 607 | 2026-06-30 |
| Cetera Investment Advisers | $657.7K | 10,370 | 2026-06-30 |
| Smith, Moore & Co. | $524.1K | 45 | 2026-06-30 |
| Jane Street Group, LLC | $517.8K | 0 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $459.4K | 2,863 | 2026-06-30 |
| International Assets Investment Management, LLC | $438.9K | 122 | 2026-06-30 |
| Kestra Advisory Services, LLC | $308.6K | 1,479 | 2026-06-30 |
| Benjamin Edwards Inc | $304.1K | 0 | 2026-06-30 |
| Prosperity Financial Group, Inc. | $288.8K | 0 | 2026-06-30 |
| Fortress Private Ledger, LLC | $242.7K | 19 | 2026-06-30 |
| Royal Bank of Canada | $199K | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $121.2K | 0 | 2026-06-30 |
| Sunbelt Securities, Inc. | $120.4K | 63 | 2026-03-31 |
| Farther Finance Advisors, LLC | $18.9K | 334 | 2026-06-30 |
| Parallel Advisors, LLC | $16K | 75 | 2026-06-30 |
| Harbour Investments, Inc. | $10.6K | 247 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $4.2K | 481 | 2026-06-30 |
| Keating Financial Advisory Services, Inc. | $3.9K | 25 | 2026-06-30 |
| Ae Wealth Management LLC | $3.1K | 471 | 2026-06-30 |
| Org Partners LLC | $3K | 0 | 2025-12-31 |
| Cambridge Investment Research Advisors, Inc. | $518 | 3,940 | 2026-03-31 |