| McIlrath & Eck, LLC | $32.2M | 6 | 2026-03-31 |
| Chicago Partners Investment Group LLC | $16.2M | 57 | 2026-06-30 |
| Oxenfree Capital LLC | $8.4M | 8 | 2026-06-30 |
| UBS Group AG | $3.7M | 0 | 2026-06-30 |
| Old Mission Capital LLC | $3.7M | 0 | 2026-06-30 |
| Stifel Financial Corp | $3.6M | 0 | 2026-06-30 |
| Jones Financial Companies LLLP | $2.2M | 0 | 2026-06-30 |
| Parallel Advisors, LLC | $2M | 75 | 2026-06-30 |
| Wealthplan Investment Management, LLC | $1.6M | 29 | 2026-06-30 |
| Lpl Financial LLC | $1.6M | 23,458 | 2026-06-30 |
| Concurrent Investment Advisors, LLC | $1.5M | 349 | 2026-06-30 |
| Financial Management Network Inc | $1.3M | 21 | 2026-06-30 |
| Secured Retirement Advisors, LLC | $1.3M | 5 | 2026-06-30 |
| Stratos Wealth Advisors, LLC | $1.2M | 71 | 2026-06-30 |
| Hegarty Advisors, LLC | $798.5K | 2 | 2026-06-30 |
| Quantinno Capital Management LP | $749K | 0 | 2026-06-30 |
| Raymond James Financial Inc | $741K | 0 | 2026-06-30 |
| Kestra Advisory Services, LLC | $669.2K | 1,479 | 2026-06-30 |
| Paragon Capital Management Inc | $661.7K | 3 | 2026-06-30 |
| Osaic Holdings, Inc. | $655K | 0 | 2026-06-30 |
| Gwn Securities Inc. | $648.9K | 449 | 2026-06-30 |
| Summit Financial, LLC | $633.3K | 229 | 2026-06-30 |
| Pds Planning, Inc | $506.2K | 10 | 2026-06-30 |
| Cetera Investment Advisers | $480.8K | 10,370 | 2026-06-30 |
| Jane Street Group, LLC | $472.3K | 0 | 2026-06-30 |
| Creative Planning | $466.7K | 1,171 | 2026-06-30 |
| Pfg Investments, LLC | $297.3K | 0 | 2026-06-30 |
| Belpointe Asset Management LLC | $284K | 170 | 2026-06-30 |
| Avantax Planning Partners, Inc. | $227.7K | 10 | 2026-06-30 |
| Farther Finance Advisors, LLC | $196.3K | 334 | 2026-06-30 |
| Washington Trust Advisors | $96.9K | 14 | 2026-06-30 |
| Jnba Financial Advisors | $54.8K | 30 | 2026-06-30 |
| McGuire Capital Advisors Inc | $39.4K | 4 | 2026-06-30 |
| Ifg Advisory, LLC | $22.9K | 110 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $10.5K | 193 | 2026-06-30 |
| Fmr LLC | $7.6K | 0 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $4.6K | 3,940 | 2026-03-31 |
| Abound Wealth Management | $4.2K | 16 | 2026-06-30 |
| Betterment LLC | $509 | 28 | 2026-06-30 |
| Morgan Stanley | $98 | 23,185 | 2026-06-30 |