| Lpl Financial LLC | $27.7M | 23,458 | 2026-06-30 |
| Bank of America Corp /de | $27.6M | 0 | 2026-06-30 |
| Ameriprise Financial Inc | $9.7M | 0 | 2026-06-30 |
| Concurrent Investment Advisors, LLC | $9.3M | 349 | 2026-06-30 |
| Seros Financial, LLC | $4.9M | 8 | 2026-06-30 |
| Cantor Fitzgerald Investment Advisors LP | $4.4M | 32 | 2026-06-30 |
| Morgan Stanley | $4.3M | 23,185 | 2026-06-30 |
| Sanctuary Advisors, LLC | $3.7M | 401 | 2026-06-30 |
| Able Financial Group, LLC | $3.4M | 9 | 2026-06-30 |
| Mutual Advisors, LLC | $2.9M | 153 | 2026-06-30 |
| Osaic Holdings, Inc. | $2.6M | 0 | 2026-06-30 |
| Orion Porfolio Solutions, LLC | $2.3M | 199 | 2026-06-30 |
| Royal Bank of Canada | $2.1M | 0 | 2026-06-30 |
| Invenio Wealth Partners, LLC | $2M | 2 | 2026-06-30 |
| Focus Financial | $1.9M | 121 | 2026-06-30 |
| Burnham & Co LLC | $1.8M | 2 | 2026-06-30 |
| Encompass More Asset Management | $1.6M | 86 | 2026-06-30 |
| Jane Street Group, LLC | $1.5M | 0 | 2026-06-30 |
| Atria Investments, Inc | $1.4M | 6 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $1.4M | 2,863 | 2026-06-30 |
| Envestnet Pmc | $1.2M | 60 | 2026-06-30 |
| Rialto Wealth Management, LLC | $1.1M | 8 | 2026-06-30 |
| Pfg Advisors | $755K | 83 | 2026-06-30 |
| International Assets Investment Management, LLC | $719.5K | 122 | 2026-06-30 |
| Perigon Wealth Management, LLC | $652.8K | 92 | 2026-06-30 |
| Fifth Third Securities, Inc. | $646.1K | 1,014 | 2026-06-30 |
| Gladstone Institutional Advisory LLC | $610.4K | 108 | 2026-06-30 |
| Assetmark, Inc | $484.1K | 220 | 2026-06-30 |
| Davenport & Co LLC | $419.5K | 339 | 2026-06-30 |
| Citadel Advisors LLC | $404K | 0 | 2026-06-30 |
| M.E. Allison & Co., Inc. | $399.9K | 11 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $394.9K | 193 | 2026-06-30 |
| Diversify Advisory Services, LLC | $394.1K | 116 | 2026-06-30 |
| Diversify Wealth Management, LLC | $394.1K | 78 | 2026-06-30 |
| Braeburn Wealth Management LLC | $355.4K | 3 | 2026-06-30 |
| Cetera Investment Advisers | $289.1K | 10,370 | 2026-06-30 |
| Flagship Harbor Advisors, LLC | $288.8K | 60 | 2026-06-30 |
| Benjamin Edwards Inc | $259.5K | 0 | 2026-06-30 |
| Raymond James Financial Inc | $247.6K | 0 | 2026-06-30 |
| Advisory Services Network | $245.2K | 253 | 2026-06-30 |
| Money Concepts Capital Corp | $238.5K | 389 | 2026-06-30 |
| Allworth Financial, LP | $205.6K | 317 | 2026-06-30 |
| Financial Gravity Companies, Inc. | $204.9K | 0 | 2026-06-30 |
| Financial Gravity Asset Management, Inc. | $204.7K | 1 | 2026-03-31 |
| Steward Partners Investment Advisory, LLC | $132.7K | 481 | 2026-06-30 |
| Farther Finance Advisors, LLC | $77.1K | 334 | 2026-06-30 |
| Copia Wealth Management | $61.8K | 4 | 2026-06-30 |
| Cape Investment Advisory, Inc. | $41.2K | 35 | 2026-06-30 |
| Global Retirement Partners LLC | $32.2K | 491 | 2026-06-30 |
| Archer Investment Corp | $10.9K | 78 | 2026-06-30 |
| Cwm, LLC | $8.9K | 667 | 2026-03-31 |
| Silver Grove Financial Group, Inc. | $1.8K | 17 | 2026-06-30 |
| Rovin Capital /ut/ /adv | $1.6K | 0 | 2025-12-31 |
| Jpmorgan Chase & Co | $1.3K | 0 | 2026-06-30 |
| Janney Montgomery Scott LLC | $921 | 1,342 | 2026-06-30 |
| Fmr LLC | $793 | 0 | 2026-06-30 |
| Usadvisors Wealth Management, LLC | $496 | 14 | 2026-06-30 |
| Jones Financial Companies LLLP | $310 | 0 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $277 | 3,940 | 2026-03-31 |
| Coston, McIsaac & Partners | $62 | 10 | 2026-06-30 |
| Wells Fargo & Company/mn | $23 | 0 | 2026-06-30 |