| Wealth Enhancement Advisory Services, LLC | $10.5M | 1,026 | 2026-06-30 |
| Royal Bank of Canada | $9.4M | 0 | 2026-06-30 |
| Raymond James Financial Inc | $2M | 0 | 2026-06-30 |
| Cwa Asset Management Group, LLC | $1.8M | 49 | 2026-06-30 |
| Envestnet Pmc | $1.8M | 60 | 2026-06-30 |
| Cetera Investment Advisers | $1.7M | 10,370 | 2026-06-30 |
| Two Sigma Investments, LP | $1.6M | 0 | 2026-06-30 |
| Wbi Investments, LLC | $1.6M | 3 | 2026-06-30 |
| Millington Securities, LLC | $1.3M | 0 | 2026-03-31 |
| Lpl Financial LLC | $1.2M | 23,458 | 2026-06-30 |
| Prime Capital Financial | $1.1M | 265 | 2026-06-30 |
| Morgan Stanley | $1.1M | 23,185 | 2026-06-30 |
| Advisor Resource Council | $1.1M | 86 | 2026-06-30 |
| Susquehanna International Group, LLP | $1M | 0 | 2026-06-30 |
| Independent Financial Group, LLC | $719.7K | 481 | 2026-06-30 |
| Kestra Advisory Services, LLC | $400.5K | 1,479 | 2026-06-30 |
| Founders Financial Securities LLC | $216.3K | 117 | 2026-06-30 |
| Cwm, LLC | $59.6K | 667 | 2026-03-31 |
| Institute for Wealth Management, Llc. | $34.3K | 13 | 2026-06-30 |
| Osaic Holdings, Inc. | $30.1K | 0 | 2026-06-30 |
| Comerica Bank | $17.3K | 0 | 2025-12-31 |
| Fifth Third Bancorp | $14.5K | 0 | 2026-06-30 |
| Byrne Asset Management, LLC | $13.7K | 5 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $11.1K | 481 | 2026-06-30 |
| Allworth Financial, LP | $6.8K | 317 | 2026-06-30 |
| Glen Eagle Advisors, LLC | $4.8K | 13 | 2026-06-30 |
| Thrivent Financial for Lutherans | $4.3K | 0 | 2026-06-30 |
| Farther Finance Advisors, LLC | $2.2K | 334 | 2026-06-30 |