| Lpl Financial LLC | $8.2M | 23,458 | 2026-06-30 |
| Bank of America Corp /de | $3.8M | 0 | 2026-06-30 |
| Wells Fargo & Company/mn | $3.6M | 0 | 2026-06-30 |
| Wealthcare Investment Partners LLC | $3.2M | 6 | 2026-06-30 |
| Raymond James Financial Inc | $2.9M | 0 | 2026-06-30 |
| One Capital Management, LLC | $2.4M | 64 | 2026-06-30 |
| Morgan Stanley | $2.3M | 23,185 | 2026-06-30 |
| Apex Wealth Management, LLC | $2M | 2 | 2026-06-30 |
| Royal Bank of Canada | $1.7M | 0 | 2026-06-30 |
| Fiduciary Trust Co | $1.6M | 0 | 2026-06-30 |
| Hara Capital LLC | $1.1M | 1 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $819.8K | 481 | 2026-06-30 |
| Jane Street Group, LLC | $461.7K | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $424.4K | 0 | 2026-06-30 |
| Fairway Wealth LLC | $391.7K | 15 | 2026-06-30 |
| Snowden Capital Advisors LLC | $375.7K | 122 | 2026-06-30 |
| Jones Financial Companies LLLP | $320.4K | 0 | 2026-06-30 |
| Stratos Wealth Partners, Ltd. | $278.5K | 386 | 2026-06-30 |
| Newedge Advisors | $276.3K | 601 | 2026-06-30 |
| MML Investors Services, LLC | $262.7K | 5,120 | 2026-06-30 |
| Farther Finance Advisors, LLC | $232.8K | 334 | 2026-06-30 |
| Cetera Investment Advisers | $218.6K | 10,370 | 2026-06-30 |
| Ifp Advisors, Inc | $165.6K | 318 | 2026-06-30 |
| Jpmorgan Chase & Co | $127.6K | 0 | 2026-06-30 |
| Creative Financial Designs Inc /adv | $35.5K | 0 | 2026-06-30 |
| Global Retirement Partners LLC | $31.1K | 491 | 2026-06-30 |
| Ascentis Independent Advisors | $24.4K | 53 | 2026-06-30 |
| McIlrath & Eck, LLC | $12.2K | 6 | 2026-03-31 |
| Founders Financial Alliance, LLC | $11.4K | 32 | 2026-06-30 |
| Main Street Group, Ltd | $10.1K | 9 | 2026-06-30 |
| Franklin Resources Inc | $6.6K | 0 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $4.1K | 480 | 2026-06-30 |
| Compass Financial Management LLC | $1.1K | 46 | 2026-06-30 |
| Ae Wealth Management LLC | $942 | 471 | 2026-06-30 |
| Wedbush Securities Inc | $508 | 220 | 2026-06-30 |
| Hrt Financial LP | $361 | 0 | 2026-06-30 |
| Fmr LLC | $52 | 0 | 2026-06-30 |