| Wells Fargo & Company/mn | $41.3M | 0 | 2026-06-30 |
| Mercer Global Advisors Inc /adv | $38.1M | 0 | 2026-06-30 |
| Morgan Stanley | $22.6M | 23,185 | 2026-06-30 |
| Bank of America Corp /de | $17.5M | 0 | 2026-06-30 |
| Lpl Financial LLC | $10.3M | 23,458 | 2026-06-30 |
| Sykon Capital LLC | $9.8M | 5 | 2026-06-30 |
| First Foundation Advisors | $7.2M | 29 | 2026-06-30 |
| Ameriprise Financial Inc | $6.6M | 0 | 2026-06-30 |
| Fragasso Financial Advisors Inc | $6.1M | 25 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $5.9M | 2,863 | 2026-06-30 |
| Raymond James Financial Inc | $5.4M | 0 | 2026-06-30 |
| Hightower Advisors, LLC | $5.2M | 1,046 | 2026-06-30 |
| Envestnet Pmc | $4.5M | 60 | 2026-06-30 |
| Vaquero Private Wealth, Ltd | $4.5M | 6 | 2026-06-30 |
| Great Valley Advisor Group, LLC | $4.4M | 205 | 2026-06-30 |
| Royal Bank of Canada | $3.7M | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $3.1M | 0 | 2026-06-30 |
| Waverly Advisors, LLC | $3M | 231 | 2026-06-30 |
| Truist Financial Corp | $2.9M | 0 | 2026-06-30 |
| Midwestern Financial, LLC /ia | $2.8M | 3 | 2026-06-30 |
| Cetera Investment Advisers | $2.8M | 10,370 | 2026-06-30 |
| Dynamic | $2.7M | 75 | 2026-06-30 |
| UBS Group AG | $2.5M | 0 | 2026-06-30 |
| High Net Worth Advisory Group LLC | $2.3M | 6 | 2026-06-30 |
| Jones Financial Companies LLLP | $2.2M | 0 | 2026-06-30 |
| Pure Portfolios Holdings LLC | $1.8M | 0 | 2025-12-31 |
| Mariner, LLC | $1.7M | 0 | 2026-06-30 |
| Wealthspire Advisors, LLC | $1.7M | 237 | 2026-06-30 |
| Hamilton Wealth, LLC | $1.6M | 3 | 2026-06-30 |
| Willis Johnson & Associates, Inc. | $1.6M | 31 | 2026-06-30 |
| Elequin Capital, LP | $1.5M | 0 | 2026-06-30 |
| Rehmann Capital Advisory Group | $1.4M | 42 | 2026-06-30 |
| Croban | $1.4M | 0 | 2026-06-30 |
| Rmr Wealth Builders, Inc. | $1.4M | 54 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $1.3M | 0 | 2026-06-30 |
| Eagle Global Advisors LLC | $1.3M | 8 | 2026-06-30 |
| Pure Financial Advisors, LLC | $1.3M | 88 | 2026-06-30 |
| Equitable Holdings, Inc. | $1.3M | 0 | 2026-06-30 |
| Newedge Advisors | $1.3M | 601 | 2026-06-30 |
| Breakwater Capital Group | $1.2M | 5 | 2026-06-30 |
| CIBC Private Wealth Group LLC | $1.2M | 0 | 2025-12-31 |
| Cary Street Partners Financial LLC | $1.1M | 0 | 2026-06-30 |
| Cliftonlarsonallen Wealth Advisors, LLC | $1.1M | 99 | 2026-06-30 |
| Sanctuary Advisors, LLC | $1.1M | 401 | 2026-06-30 |
| Cascade Financial Partners, LLC | $1.1M | 7 | 2026-06-30 |
| Gwn Securities Inc. | $1M | 449 | 2026-06-30 |
| Blake Schutter Theil Wealth Advisors, LLC | $938.9K | 2 | 2026-06-30 |
| Dakota Wealth Management | $937K | 0 | 2026-06-30 |
| Syntegra Private Wealth Group, LLC | $931.1K | 12 | 2026-06-30 |
| Jacobson & Schmitt Advisors, LLC | $905.7K | 12 | 2026-06-30 |
| Fifth Third Securities, Inc. | $856.6K | 1,014 | 2026-06-30 |
| Diversify Advisory Services, LLC | $826.7K | 116 | 2026-06-30 |
| Diversify Wealth Management, LLC | $826.7K | 78 | 2026-06-30 |
| Onedigital Investment Advisors LLC | $822.7K | 386 | 2026-06-30 |
| Davenport & Co LLC | $809.3K | 339 | 2026-06-30 |
| Naples Global Advisors, LLC | $803.2K | 16 | 2026-06-30 |
| Occidental Asset Management, LLC | $733K | 12 | 2026-06-30 |
| Citadel Advisors LLC | $696.2K | 0 | 2026-06-30 |
| Fourth Dimension Wealth, LLC | $692.5K | 9 | 2026-06-30 |
| Kestra Private Wealth Services, LLC | $678.2K | 206 | 2026-06-30 |
| Regions Financial Corp | $670.6K | 0 | 2026-06-30 |
| Newsquare Capital, LLC | $655.9K | 6 | 2026-06-30 |
| Rockefeller Capital Management LP | $653.4K | 346 | 2026-06-30 |
| Stifel Financial Corp | $614.4K | 0 | 2026-06-30 |
| MML Investors Services, LLC | $567.9K | 5,120 | 2026-06-30 |
| Garden State Investment Advisory Services LLC | $552.3K | 33 | 2026-06-30 |
| Bison Wealth, LLC | $517.6K | 61 | 2026-06-30 |
| R2 Wealth Management Partners | $517K | 3 | 2026-06-30 |
| Sage Financial Group Inc | $511.2K | 20 | 2026-06-30 |
| Private Advisor Group, LLC | $511K | 927 | 2026-06-30 |
| Hb Wealth Management, LLC | $504K | 169 | 2026-06-30 |
| Curtis Advisory Group, LLC | $492.6K | 3 | 2026-06-30 |
| Kestra Advisory Services, LLC | $489.5K | 1,479 | 2026-06-30 |
| Allen Capital Group, LLC | $454.9K | 22 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $453.4K | 1,026 | 2026-06-30 |
| Capital Financial Group Inc | $452.6K | 3 | 2026-06-30 |
| Arkadios Wealth Advisors | $450.7K | 226 | 2026-06-30 |
| Qp Wealth Management, LLC | $448.8K | 3 | 2026-06-30 |
| Capital Advisors Wealth Management, LLC | $442.2K | 6 | 2026-06-30 |
| Jane Street Group, LLC | $437.4K | 0 | 2026-06-30 |
| Fifth Third Bancorp | $426.2K | 0 | 2026-06-30 |
| Valeo Financial Advisors, LLC | $426.2K | 108 | 2026-06-30 |
| CIBC Bancorp USA Inc. | $425K | 0 | 2026-06-30 |
| Trustmark Bank Trust Department | $415.4K | 0 | 2026-06-30 |
| Flagship Harbor Advisors, LLC | $386.4K | 60 | 2026-06-30 |
| Concurrent Investment Advisors, LLC | $381.2K | 349 | 2026-06-30 |
| Elevation Point Wealth Partners, LLC | $379.8K | 56 | 2026-06-30 |
| Vestmark Advisory Solutions, Inc. | $379.8K | 8 | 2026-06-30 |
| Summit Financial, LLC | $376.4K | 229 | 2026-06-30 |
| Roman Butler Fullerton & Co | $364K | 12 | 2026-06-30 |
| Formidable Asset Management, LLC | $361.2K | 13 | 2026-06-30 |
| J.W. Cole Advisors, Inc. | $355.5K | 499 | 2026-06-30 |
| Comerica Bank | $355.2K | 0 | 2025-12-31 |
| Ifp Advisors, Inc | $350.8K | 318 | 2026-06-30 |
| Penobscot Wealth Management | $344.6K | 8 | 2026-06-30 |
| Keebeck Wealth Management | $338K | 5 | 2026-06-30 |
| Keudell/morrison Wealth Management | $317.8K | 8 | 2026-06-30 |
| Jpmorgan Chase & Co | $315.1K | 0 | 2026-06-30 |
| Baird Financial Group, Inc. | $311K | 0 | 2026-06-30 |
| Tower Research Capital LLC (trc) | $307K | 0 | 2026-06-30 |
| Brandywine Oak Private Wealth LLC | $307K | 10 | 2026-06-30 |
| Wedmont Private Capital | $304K | 12 | 2026-06-30 |
| Argent Trust Co | $300.6K | 0 | 2026-06-30 |
| Richard P. Slaughter Associates, Inc. | $300.6K | 14 | 2026-06-30 |
| Brookstone Capital Management | $297.3K | 337 | 2026-06-30 |
| Blueline Advisors LLC | $295.9K | 4 | 2026-06-30 |
| Bryn Mawr Trust Advisors, LLC | $288.4K | 55 | 2026-06-30 |
| Aspenridge Wealth Advisors | $285K | 3 | 2026-06-30 |
| Envestnet Portfolio Solutions, Inc. | $270.9K | 3 | 2026-06-30 |
| Belpointe Asset Management LLC | $269.5K | 170 | 2026-06-30 |
| United Capital Financial Advisors, LLC | $264.9K | 166 | 2026-06-30 |
| Aspen Wealth Strategies, LLC | $259.6K | 6 | 2026-06-30 |
| Laurel Oak Wealth Management, LLC | $255.5K | 14 | 2026-06-30 |
| Innova Wealth Partners | $255.3K | 6 | 2026-06-30 |
| Tortoise Investment Management, LLC | $253.4K | 15 | 2026-06-30 |
| Integrity Alliance, Llc. | $251.8K | 353 | 2026-06-30 |
| Pfg Advisors | $247.1K | 83 | 2026-06-30 |
| Corecap Advisors, LLC | $241.3K | 118 | 2026-06-30 |
| Fc Advisory LLC | $237.6K | 5 | 2026-06-30 |
| Integrity Advisory Solutions, LLC | $236.6K | 127 | 2026-06-30 |
| 1620 Investment Advisors, Inc. | $229.5K | 4 | 2026-06-30 |
| American Money Management, LLC | $229K | 11 | 2026-06-30 |
| Cullen/frost Bankers, Inc. | $223.9K | 0 | 2026-06-30 |
| Trajan Wealth LLC | $218.6K | 52 | 2026-06-30 |
| Signet Financial Management, LLC | $218.5K | 12 | 2026-03-31 |
| Sowell Financial Services LLC | $215.1K | 108 | 2026-06-30 |
| Family Capital Management, Inc. | $214.6K | 4 | 2026-06-30 |
| Johnson Bixby & Associates, LLC | $202.6K | 13 | 2026-06-30 |
| McAdam LLC | $202.1K | 135 | 2026-06-30 |
| Farther Finance Advisors, LLC | $164.3K | 334 | 2026-06-30 |
| Gilpin Wealth Management, LLC | $160.3K | 4 | 2026-06-30 |
| Ifg Advisory, LLC | $145.4K | 110 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $98.3K | 21 | 2026-06-30 |
| Capital Investment Advisory Services, LLC | $98.3K | 103 | 2026-06-30 |
| Eversource Wealth Advisors, LLC | $89.7K | 77 | 2026-06-30 |
| Allworth Financial, LP | $88.8K | 317 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $82.9K | 193 | 2026-06-30 |
| Fmr LLC | $79K | 0 | 2026-06-30 |
| Fiduciary Financial Advisors | $68.7K | 51 | 2026-06-30 |
| Ashton Thomas Private Wealth, LLC | $67.6K | 96 | 2026-06-30 |
| Ae Wealth Management LLC | $49.9K | 471 | 2026-06-30 |
| Assetmark, Inc | $32.2K | 220 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $30.7K | 480 | 2026-06-30 |
| Cwm, LLC | $30.5K | 667 | 2026-03-31 |
| Lanark Financial, Inc. | $30.2K | 69 | 2026-06-30 |
| Signature Equity Partners, LLC | $29.8K | 34 | 2026-06-30 |
| Global Retirement Partners LLC | $28.8K | 491 | 2026-06-30 |
| Fyra Capital Management | $26.2K | 7 | 2025-09-30 |
| 1015 Capital Partners, LLC | $25.3K | 2 | 2026-06-30 |
| Blackrock, Inc. | $23.8K | 0 | 2026-06-30 |
| Continuum Advisory, LLC | $20.2K | 40 | 2026-06-30 |
| Private Trust Co NA | $9.5K | 0 | 2026-06-30 |
| Nfsg Corp | $5.5K | 75 | 2026-06-30 |
| Reap Financial Group, LLC | $5.5K | 7 | 2026-06-30 |
| Bell Investment Advisors, Inc | $2.2K | 9 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $444 | 3,940 | 2026-03-31 |
| Janney Montgomery Scott LLC | $229 | 1,342 | 2026-06-30 |
| Capital Analysts, LLC | $141 | 608 | 2026-06-30 |