| Raymond James Financial Inc | $5M | 0 | 2026-06-30 |
| Ifp Advisors, Inc | $4.8M | 318 | 2026-06-30 |
| Bank of America Corp /de | $4.3M | 0 | 2026-06-30 |
| Morgan Stanley | $3.8M | 23,185 | 2026-06-30 |
| Lpl Financial LLC | $3.6M | 23,458 | 2026-06-30 |
| Royal Bank of Canada | $3.5M | 0 | 2026-06-30 |
| Goldman Sachs Group Inc | $2M | 0 | 2026-06-30 |
| Sound Income Strategies, LLC | $1.8M | 118 | 2026-06-30 |
| Cetera Investment Advisers | $1.8M | 10,370 | 2026-06-30 |
| Capital Management Associates, Inc | $1.3M | 14 | 2026-06-30 |
| Farther Finance Advisors, LLC | $1.1M | 334 | 2026-06-30 |
| Interactive Financial Advisors, Inc. | $1M | 34 | 2026-06-30 |
| Gerber Kawasaki Wealth & Investment Management | $891.1K | 39 | 2026-06-30 |
| Envestnet Pmc | $813.5K | 60 | 2026-06-30 |
| Arkadios Wealth Advisors | $647K | 226 | 2026-06-30 |
| Equitable Holdings, Inc. | $596.6K | 0 | 2026-06-30 |
| James Investment Research Inc | $568.4K | 8 | 2026-06-30 |
| Oxinas Partners Wealth Management | $541.2K | 7 | 2026-06-30 |
| MML Investors Services, LLC | $457.8K | 5,120 | 2026-06-30 |
| Lido Advisors, LLC | $423.4K | 320 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $366.2K | 481 | 2026-06-30 |
| Quantinno Capital Management LP | $335.8K | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $334.9K | 0 | 2026-06-30 |
| Principal Securities, Inc. | $333.5K | 1,463 | 2026-06-30 |
| Walker Asset Management, LLC | $327.9K | 3 | 2026-06-30 |
| Belpointe Asset Management LLC | $316.1K | 170 | 2026-06-30 |
| Citadel Advisors LLC | $307.9K | 0 | 2026-06-30 |
| Koshinski Asset Management, Inc. | $280.7K | 69 | 2026-06-30 |
| Burns Matteson Capital Management, LLC | $250.6K | 6 | 2026-06-30 |
| Pgim Custom Harvest LLC | $241.4K | 0 | 2026-06-30 |
| Meridian Financial Partners LLC | $224.5K | 5 | 2026-06-30 |
| Seek First Inc. | $213.5K | 3 | 2026-06-30 |
| UBS Group AG | $173.5K | 0 | 2026-06-30 |
| Arax Advisory Partners | $122.4K | 232 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $112.6K | 193 | 2026-06-30 |
| Larson Financial Group LLC | $99K | 67 | 2026-06-30 |
| Wells Fargo & Company/mn | $78.6K | 0 | 2026-06-30 |
| Noble Wealth Management Pbc. | $42K | 4 | 2026-06-30 |
| Harbour Investments, Inc. | $29.9K | 247 | 2026-06-30 |
| Fmr LLC | $26K | 0 | 2026-06-30 |
| Bogart Wealth, LLC | $12.1K | 24 | 2026-06-30 |
| Keating Financial Advisory Services, Inc. | $11.1K | 25 | 2026-06-30 |
| Horizon Investments, LLC | $10.2K | 27 | 2026-06-30 |
| Jpmorgan Chase & Co | $7.3K | 0 | 2026-06-30 |
| Ascentis Wealth Management, LLC | $6.4K | 8 | 2026-06-30 |
| Costello Asset Management, Inc. | $5.5K | 2 | 2026-06-30 |
| Cwm, LLC | $3.9K | 667 | 2026-03-31 |
| Key Capital Management, Inc | $3.4K | 11 | 2026-06-30 |
| Alphacore Capital LLC | $1.8K | 69 | 2026-06-30 |
| Key Financial, Inc. | $1.1K | 8 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $890 | 480 | 2026-06-30 |
| Ae Wealth Management LLC | $276 | 471 | 2026-06-30 |
| Financial Gravity Companies, Inc. | $256 | 0 | 2026-06-30 |
| Financial Gravity Asset Management, Inc. | $232 | 1 | 2026-03-31 |