| Paller Financial Services Inc | $3.3M | 3 | 2026-06-30 |
| Ethos Financial Group, LLC | $611.5K | 0 | 2026-06-30 |
| Hoya Capital Real Estate, LLC | $507.6K | 2 | 2026-06-30 |
| Samalin Investment Counsel, LLC | $480.5K | 8 | 2026-06-30 |
| Two Sigma Investments, LP | $392.8K | 0 | 2026-06-30 |
| Rossby Financial, Lcc | $342K | 31 | 2026-06-30 |
| Tactive Advisors, LLC | $288.3K | 18 | 2026-06-30 |
| Pacific Wealth Strategies Group, Inc. | $249.5K | 3 | 2026-06-30 |
| Kestra Advisory Services, LLC | $247.6K | 1,479 | 2026-06-30 |
| Sage Investment Counsel LLC | $174.7K | 4 | 2026-06-30 |
| Stifel Financial Corp | $144.8K | 0 | 2026-06-30 |
| Pfg Investments, LLC | $133.1K | 0 | 2026-06-30 |
| Focus Partners Wealth | $117.7K | 1,048 | 2026-06-30 |
| Cetera Investment Advisers | $114K | 10,370 | 2026-06-30 |
| Roan Capital Partners | $111.1K | 4 | 2026-06-30 |
| World Investment Advisors | $110.9K | 359 | 2026-06-30 |
| Farther Finance Advisors, LLC | $88K | 334 | 2026-06-30 |
| Stephens Consulting, LLC | $5.6K | 0 | 2025-12-31 |
| Triumph Capital Management | $4.9K | 14 | 2026-06-30 |
| Cape Investment Advisory, Inc. | $3.9K | 35 | 2026-06-30 |
| Larson Financial Group LLC | $2.9K | 67 | 2026-06-30 |
| Highline Wealth Partners LLC | $2.9K | 17 | 2026-06-30 |
| Cwm, LLC | $2.4K | 667 | 2026-03-31 |
| Vision Financial Markets LLC | $2.3K | 0 | 2026-06-30 |
| Atlantic Edge Private Wealth Management, LLC | $2K | 4 | 2026-06-30 |
| Simplex Trading, LLC | $1.5K | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $975 | 0 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $485 | 3,940 | 2026-03-31 |
| UBS Group AG | $29 | 0 | 2026-06-30 |
| Morgan Stanley | $12 | 23,185 | 2026-06-30 |
| Russell Investments Group, Ltd. | $10 | 0 | 2026-06-30 |
| Wells Fargo & Company/mn | $7 | 0 | 2026-06-30 |