| Bank of America Corp /de | $44.7M | 0 | 2026-06-30 |
| Lpl Financial LLC | $44.3M | 23,458 | 2026-06-30 |
| Avior Wealth Management, LLC | $29.1M | 69 | 2026-06-30 |
| Foundations Investment Advisors, LLC | $20.3M | 302 | 2026-06-30 |
| Raymond James Financial Inc | $20M | 0 | 2026-06-30 |
| Ameriprise Financial Inc | $19M | 0 | 2026-06-30 |
| Whitaker-Myers Wealth Managers, Ltd. | $16.4M | 16 | 2026-06-30 |
| Morgan Stanley | $16.3M | 23,185 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $12.6M | 0 | 2026-06-30 |
| Anfield Capital Management, LLC | $7.6M | 0 | 2026-03-31 |
| Cetera Investment Advisers | $6.5M | 10,370 | 2026-06-30 |
| Royal Bank of Canada | $5.4M | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $4.8M | 0 | 2026-06-30 |
| Independent Financial Group, LLC | $4.6M | 481 | 2026-06-30 |
| Equitable Holdings, Inc. | $4.2M | 0 | 2026-06-30 |
| Jones Financial Companies LLLP | $4M | 0 | 2026-06-30 |
| Captrust Financial Advisors | $3.8M | 962 | 2026-06-30 |
| Citigroup Inc | $3.5M | 0 | 2026-06-30 |
| Wells Fargo & Company/mn | $3.2M | 0 | 2026-06-30 |
| Sovran Advisors, LLC | $3M | 70 | 2026-06-30 |
| Wescap Management Group, Inc. | $2.8M | 6 | 2026-06-30 |
| Everest Financial Group LLC | $2.5M | 12 | 2026-06-30 |
| Money Concepts Capital Corp | $2.1M | 389 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $2M | 2,863 | 2026-06-30 |
| Ausdal Financial Partners, Inc. | $2M | 189 | 2026-06-30 |
| Roman Butler Fullerton & Co | $1.8M | 12 | 2026-06-30 |
| Envestnet Pmc | $1.7M | 60 | 2026-06-30 |
| Sanctuary Advisors, LLC | $1.7M | 401 | 2026-06-30 |
| MML Investors Services, LLC | $1.4M | 5,120 | 2026-06-30 |
| Citadel Advisors LLC | $1.3M | 0 | 2026-06-30 |
| Breakwater Capital Group | $1.3M | 5 | 2026-06-30 |
| Solutions 4 Wealth, Ltd | $1.2M | 4 | 2026-06-30 |
| Lexaurum Advisors, LLC | $886.3K | 35 | 2026-06-30 |
| Wealth Enhancement Trust Services, Inc. | $844.9K | 0 | 2026-06-30 |
| Two Sigma Investments, LP | $730.5K | 0 | 2026-06-30 |
| Institute for Wealth Management, Llc. | $665.6K | 13 | 2026-06-30 |
| National Wealth Management Group, LLC | $661.8K | 18 | 2026-06-30 |
| Armbruster Capital Management, Inc. | $620.5K | 6 | 2026-06-30 |
| J.M. Arbour, LLC | $615.7K | 10 | 2026-06-30 |
| Key Client Fiduciary Advisors, LLC | $611.3K | 10 | 2026-06-30 |
| Waverly Advisors, LLC | $577K | 231 | 2026-06-30 |
| Cornerstone Wealth Management, LLC | $508.2K | 0 | 2026-06-30 |
| Guidance Capital, Inc. | $506.1K | 8 | 2026-06-30 |
| Pacific Sun Financial Corp | $474K | 3 | 2026-06-30 |
| Sigma Planning Corp | $468.7K | 474 | 2026-06-30 |
| Keating Financial Advisory Services, Inc. | $456.9K | 25 | 2026-06-30 |
| Seia | $445K | 141 | 2026-06-30 |
| Comprehensive Financial Planning, Inc./pa | $419.6K | 0 | 2026-06-30 |
| Principal Securities, Inc. | $415.4K | 1,463 | 2026-06-30 |
| Independent Advisor Alliance, LLC | $405.5K | 302 | 2026-06-30 |
| Moneco Advisors, LLC | $392.7K | 50 | 2026-06-30 |
| Carlson Financial, Inc. | $356.2K | 4 | 2026-06-30 |
| Stifel Financial Corp | $295.3K | 0 | 2026-06-30 |
| UBS Group AG | $276.6K | 0 | 2026-06-30 |
| Creativeone Wealth, LLC | $267.4K | 221 | 2026-06-30 |
| Ullmann Wealth Partners Group, LLC | $258.5K | 8 | 2026-06-30 |
| Benjamin Edwards Inc | $248.7K | 0 | 2026-06-30 |
| Golden State Wealth Management, LLC | $238.4K | 47 | 2026-06-30 |
| Jane Street Group, LLC | $236.2K | 0 | 2026-06-30 |
| Schrum Private Wealth Management, LLC | $232.4K | 3 | 2026-06-30 |
| Westover Capital Advisors, LLC | $231.8K | 6 | 2026-06-30 |
| Provident Living Financial Services, Inc. | $229.5K | 3 | 2026-06-30 |
| Rfg Advisory, LLC | $229.3K | 191 | 2026-06-30 |
| Private Advisor Group, LLC | $225.6K | 927 | 2026-06-30 |
| Silver Oak Securities, Incorporated | $218.1K | 117 | 2026-06-30 |
| US Bancorp | $213.5K | 0 | 2026-06-30 |
| Kestra Advisory Services, LLC | $210.8K | 1,479 | 2026-06-30 |
| Shp Wealth Management | $208.7K | 32 | 2026-06-30 |
| Ameritas Advisory Services, LLC | $207.5K | 550 | 2026-06-30 |
| True Wealth Design, LLC | $118.1K | 7 | 2026-06-30 |
| Fmr LLC | $115.9K | 0 | 2026-06-30 |
| Ae Wealth Management LLC | $113.4K | 471 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $95K | 481 | 2026-06-30 |
| Ifp Advisors, Inc | $85.5K | 318 | 2026-06-30 |
| International Assets Investment Management, LLC | $84.6K | 122 | 2026-06-30 |
| Advisornet Wealth Partners | $79.6K | 58 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $78.6K | 193 | 2026-06-30 |
| Jpmorgan Chase & Co | $62.5K | 0 | 2026-06-30 |
| Harbor Investment Advisory, LLC | $58.5K | 31 | 2026-06-30 |
| Ifg Advisory, LLC | $53K | 110 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $52.4K | 480 | 2026-06-30 |
| Ascentis Wealth Management, LLC | $35.4K | 8 | 2026-06-30 |
| Harbour Investments, Inc. | $27.5K | 247 | 2026-06-30 |
| Beacon Capital Management, Inc. | $27.1K | 26 | 2026-06-30 |
| Newedge Advisors | $22.4K | 601 | 2026-06-30 |
| Tanglewood Legacy Advisors, LLC | $20.9K | 5 | 2026-06-30 |
| Catherine Avery Investment Management LLC | $15.4K | 1 | 2026-06-30 |
| Russell Investments Group, Ltd. | $8.8K | 0 | 2026-06-30 |
| Sunbelt Securities, Inc. | $6.6K | 63 | 2026-03-31 |
| Vanguard Advisers Inc | $5.9K | 2,469 | 2026-06-30 |
| Geowealth Management, LLC | $4.7K | 0 | 2026-06-30 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | $4.6K | 0 | 2026-06-30 |
| Allworth Financial, LP | $3.5K | 317 | 2026-06-30 |
| Thrivent Financial for Lutherans | $3.3K | 0 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $2.4K | 3,940 | 2026-03-31 |
| Central Pacific Bank - Trust Division | $1.8K | 0 | 2026-06-30 |
| Usadvisors Wealth Management, LLC | $1.6K | 14 | 2026-06-30 |
| Thoroughbred Financial Services, LLC | $992 | 34 | 2026-06-30 |
| Betterment LLC | $926 | 28 | 2026-06-30 |
| Natixis Advisors, LLC | $921 | 57 | 2026-06-30 |
| Janney Montgomery Scott LLC | $374 | 1,342 | 2026-06-30 |
| Bessemer Group Inc | $237 | 0 | 2026-06-30 |
| Founders Financial Alliance, LLC | $71 | 32 | 2026-06-30 |
| Hantz Financial Services, Inc. | $24 | 396 | 2026-06-30 |