| Lpl Financial LLC | $16M | 23,458 | 2026-06-30 |
| Raymond James Financial Inc | $10.3M | 0 | 2026-06-30 |
| Bank of America Corp /de | $7.8M | 0 | 2026-06-30 |
| Chicago Partners Investment Group LLC | $7.7M | 57 | 2026-06-30 |
| Brookstone Capital Management | $6.9M | 337 | 2026-06-30 |
| Private Advisor Group, LLC | $6.8M | 927 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $4.5M | 2,863 | 2026-06-30 |
| Sbi Okasan Asset Management Co.ltd. | $3.6M | 0 | 2026-06-30 |
| Two Sigma Investments, LP | $3M | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $2.9M | 0 | 2026-06-30 |
| Happiness In Retirement | $2.6M | 5 | 2026-06-30 |
| Institute for Wealth Management, Llc. | $2.4M | 13 | 2026-06-30 |
| Ameriprise Financial Inc | $2.2M | 0 | 2026-06-30 |
| Morgan Stanley | $2.2M | 23,185 | 2026-06-30 |
| Newedge Advisors | $2.1M | 601 | 2026-06-30 |
| Jones Financial Companies LLLP | $1.6M | 0 | 2026-06-30 |
| Occidental Asset Management, LLC | $1.5M | 12 | 2026-06-30 |
| Peak Asset Management, LLC | $1.5M | 14 | 2026-06-30 |
| Goldman Sachs Group Inc | $1.4M | 0 | 2026-06-30 |
| Sigma Planning Corp | $1.4M | 474 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $1.1M | 480 | 2026-06-30 |
| Phocas Financial Corporation | $1.1M | 3 | 2026-06-30 |
| Regatta Research & Money Management LLC | $968.1K | 6 | 2026-06-30 |
| Hikari Tsushin, Inc. | $734.2K | 0 | 2026-06-30 |
| First Manhattan Co. Llc. | $676.1K | 66 | 2026-06-30 |
| Susquehanna International Group, LLP | $478.9K | 0 | 2026-06-30 |
| Hightower Advisors, LLC | $453.9K | 1,046 | 2026-06-30 |
| Fulcrum Wealth Management | $348.6K | 5 | 2026-06-30 |
| Citizens Financial Group Inc/ri | $344.4K | 0 | 2026-06-30 |
| Cetera Investment Advisers | $276.3K | 10,370 | 2026-06-30 |
| First National Bank Sioux Falls | $219.2K | 0 | 2026-06-30 |
| Freestone Capital Holdings, LLC | $201.7K | 66 | 2026-06-30 |
| Raffa Wealth Management, LLC | $138.1K | 6 | 2026-06-30 |
| Jpmorgan Chase & Co | $118.8K | 0 | 2026-06-30 |
| Blair William & Co/il | $61.4K | 329 | 2026-06-30 |
| Global Retirement Partners LLC | $60.3K | 491 | 2026-06-30 |
| Allworth Financial, LP | $59.9K | 317 | 2026-06-30 |
| Costello Asset Management, Inc. | $53.4K | 2 | 2026-06-30 |
| Redmont Wealth Advisors LLC | $45.2K | 0 | 2025-12-31 |
| Citigroup Inc | $36.4K | 0 | 2026-06-30 |
| Harbor Asset Planning, Inc. | $32.1K | 2 | 2026-06-30 |
| Fmr LLC | $28.6K | 0 | 2026-06-30 |
| Wells Fargo & Company/mn | $16.5K | 0 | 2026-06-30 |
| Blackrock, Inc. | $15K | 0 | 2026-06-30 |
| Federation Des Caisses Desjardins Du Quebec | $15K | 0 | 2026-06-30 |
| Duncker Streett & Co. | $15K | 2 | 2026-06-30 |
| Farther Finance Advisors, LLC | $9.9K | 334 | 2026-06-30 |
| Ae Wealth Management LLC | $7.5K | 471 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $6.3K | 0 | 2026-06-30 |
| UBS Group AG | $2.8K | 0 | 2026-06-30 |
| Founders Financial Alliance, LLC | $1.6K | 32 | 2026-06-30 |
| Thrivent Financial for Lutherans | $1.6K | 0 | 2026-06-30 |
| Millstone Evans Group, LLC | $1K | 7 | 2026-06-30 |
| Betterment LLC | $565 | 28 | 2026-06-30 |
| Cwm, LLC | $5 | 667 | 2026-03-31 |