| Goldman Sachs Group Inc | $34.3M | 0 | 2026-06-30 |
| Lpl Financial LLC | $7.1M | 23,458 | 2026-06-30 |
| Jpmorgan Chase & Co | $6.6M | 0 | 2026-06-30 |
| Morgan Stanley | $4.1M | 23,185 | 2026-06-30 |
| Citigroup Inc | $4M | 0 | 2026-06-30 |
| Spire Wealth Management | $3.7M | 3 | 2026-06-30 |
| Finivi Inc. | $3.5M | 7 | 2026-06-30 |
| Raymond James Financial Inc | $3.1M | 0 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $2.3M | 480 | 2026-06-30 |
| Wells Fargo & Company/mn | $2.2M | 0 | 2026-06-30 |
| Susquehanna International Group, LLP | $2M | 0 | 2026-06-30 |
| Bank of America Corp /de | $1.7M | 0 | 2026-06-30 |
| Merit Financial Group, LLC | $1.6M | 295 | 2026-06-30 |
| Stifel Financial Corp | $1.4M | 0 | 2026-06-30 |
| Fsa Wealth Partners, Inc. | $1.4M | 8 | 2026-06-30 |
| Bluedoor Private Wealth, LLC | $1.3M | 6 | 2026-06-30 |
| Summit Trail Advisors, LLC | $1.2M | 27 | 2026-06-30 |
| Corecap Advisors, LLC | $1.2M | 118 | 2026-06-30 |
| Spinnaker Trust | $885.7K | 0 | 2026-06-30 |
| Alamea Verwaltungs GMBH | $792.6K | 0 | 2026-06-30 |
| UBS Group AG | $695.8K | 0 | 2026-06-30 |
| Tower Research Capital LLC (trc) | $647.7K | 0 | 2026-06-30 |
| Equitable Holdings, Inc. | $476.1K | 0 | 2026-06-30 |
| Scotia Capital Inc. | $455.7K | 0 | 2026-06-30 |
| Creativeone Wealth, LLC | $397.9K | 221 | 2026-06-30 |
| Kaizen Financial Strategies, LLC | $370.7K | 5 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $355.8K | 2,863 | 2026-06-30 |
| Kestra Private Wealth Services, LLC | $348.6K | 206 | 2026-06-30 |
| Royal Bank of Canada | $326K | 0 | 2026-06-30 |
| Orser Capital Management, LLC | $317.3K | 3 | 2026-06-30 |
| Ameriprise Financial Inc | $299.2K | 0 | 2026-06-30 |
| Western Wealth Management, LLC | $241.8K | 112 | 2026-06-30 |
| Kestra Advisory Services, LLC | $234.5K | 1,479 | 2026-06-30 |
| Corecam Pte. Ltd. | $233.8K | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $215.8K | 0 | 2026-06-30 |
| Envestnet Pmc | $212.4K | 60 | 2026-06-30 |
| First Growth Capital LLC | $200.1K | 0 | 2026-06-30 |
| Fmr LLC | $197.7K | 0 | 2026-06-30 |
| Atlantic Union Bankshares Corp | $119.6K | 0 | 2026-06-30 |
| Glen Eagle Advisors, LLC | $111.8K | 13 | 2026-06-30 |
| Lanark Financial, Inc. | $106.9K | 69 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $103.6K | 0 | 2026-06-30 |
| Bank of Montreal /can | $91.1K | 0 | 2026-06-30 |
| Truvestments Capital LLC | $60.1K | 16 | 2026-06-30 |
| Capital Investment Advisory Services, LLC | $55.5K | 103 | 2026-06-30 |
| Ameritas Advisory Services, LLC | $52.3K | 550 | 2026-06-30 |
| National Bank of Canada /fi | $47.5K | 0 | 2026-06-30 |
| Qube Research & Technologies Ltd | $41.6K | 0 | 2026-06-30 |
| Cwm, LLC | $39K | 667 | 2026-03-31 |
| Arax Advisory Partners | $36.6K | 232 | 2026-06-30 |
| Jones Financial Companies LLLP | $30.5K | 0 | 2026-06-30 |
| Barnes Dennig Private Wealth Management LLC | $28.3K | 3 | 2026-06-30 |
| Federation Des Caisses Desjardins Du Quebec | $21.1K | 0 | 2026-06-30 |
| Medallion Wealth Advisors, LLC | $16.5K | 6 | 2026-06-30 |
| Wiser Advisor Group LLC | $14.8K | 3 | 2026-06-30 |
| Plante Moran Financial Advisors | $11.2K | 131 | 2026-06-30 |
| Advisornet Wealth Partners | $10K | 58 | 2026-06-30 |
| Blair William & Co/il | $9.9K | 329 | 2026-06-30 |
| Realta Investment Advisors | $7.9K | 57 | 2026-06-30 |
| Golden State Wealth Management, LLC | $7.3K | 47 | 2026-06-30 |
| UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC | $6.9K | 0 | 2026-06-30 |
| Newedge Advisors | $6.6K | 601 | 2026-06-30 |
| O'Shaughnessy Asset Management, LLC | $6.1K | 58 | 2026-06-30 |
| Ifp Advisors, Inc | $5.3K | 318 | 2026-06-30 |
| Central Pacific Bank - Trust Division | $4.2K | 0 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $4K | 0 | 2026-06-30 |
| Toth Financial Advisory Corp | $1.1K | 10 | 2026-06-30 |
| Park Avenue Securities LLC | $475 | 1,908 | 2026-06-30 |
| Huntington National Bank | $264 | 0 | 2026-06-30 |
| Strategic Wealth Advisors, LLC | $59 | 4 | 2026-06-30 |