| Bank of New York Mellon Corp | $30.1M | 0 | 2026-06-30 |
| Morgan Stanley | $16.7M | 23,185 | 2026-06-30 |
| Assetmark, Inc | $10M | 220 | 2026-06-30 |
| Ocean Park Asset Management, LLC | $6.3M | 12 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $6.1M | 480 | 2026-06-30 |
| Shorehaven Wealth Partners, LLC | $4.8M | 4 | 2026-06-30 |
| Jpmorgan Chase & Co | $4.8M | 0 | 2026-06-30 |
| Envestnet Pmc | $4.7M | 60 | 2026-06-30 |
| Lpl Financial LLC | $3.7M | 23,458 | 2026-06-30 |
| Raymond James Financial Inc | $2.9M | 0 | 2026-06-30 |
| Cetera Investment Advisers | $2.8M | 10,370 | 2026-06-30 |
| Crux Wealth Advisors | $2.7M | 9 | 2026-06-30 |
| Ae Wealth Management LLC | $2.2M | 471 | 2026-06-30 |
| Sellwood Investment Partners LLC | $1.2M | 8 | 2026-06-30 |
| Jane Street Group, LLC | $1M | 0 | 2026-06-30 |
| Symphony Financial, Ltd. Co. | $991.6K | 46 | 2026-06-30 |
| Gts Securities LLC | $914.4K | 0 | 2026-06-30 |
| Rockefeller Capital Management LP | $676K | 346 | 2026-06-30 |
| Captrust Financial Advisors | $587.1K | 962 | 2026-06-30 |
| Royal Bank of Canada | $460K | 0 | 2026-06-30 |
| Global View Capital Management LLC | $295K | 101 | 2026-06-30 |
| Fifth Third Securities, Inc. | $263.3K | 1,014 | 2026-06-30 |
| Sunbelt Securities, Inc. | $248.9K | 63 | 2026-03-31 |
| Rpoa Advisors, Inc. | $214.7K | 33 | 2026-06-30 |
| Stratos Wealth Partners, Ltd. | $203.2K | 386 | 2026-06-30 |
| Beacon Capital Management, Inc. | $88.6K | 26 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $80.9K | 193 | 2026-06-30 |
| Private Trust Co NA | $47.4K | 0 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $42.3K | 21 | 2026-06-30 |
| Corecap Advisors, LLC | $36.3K | 118 | 2026-06-30 |
| Continuum Advisory, LLC | $10.2K | 40 | 2026-06-30 |
| Fmr LLC | $6.4K | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $5.6K | 0 | 2026-06-30 |
| Signature Equity Partners, LLC | $5.2K | 34 | 2026-06-30 |
| Rossby Financial, Lcc | $4.9K | 31 | 2026-06-30 |
| Smartleaf Asset Management LLC | $2.3K | 9 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $2.1K | 481 | 2026-06-30 |
| Cwm, LLC | $1.5K | 667 | 2026-03-31 |
| Global Retirement Partners LLC | $1.1K | 491 | 2026-06-30 |
| Janney Montgomery Scott LLC | $784 | 1,342 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $282 | 3,940 | 2026-03-31 |
| Harbour Investments, Inc. | $104 | 247 | 2026-06-30 |
| Financial Gravity Companies, Inc. | $95 | 0 | 2026-06-30 |
| Financial Gravity Asset Management, Inc. | $95 | 1 | 2026-03-31 |
| Wells Fargo & Company/mn | $15 | 0 | 2026-06-30 |