| Lpl Financial LLC | $12.8M | 23,458 | 2026-06-30 |
| Morgan Stanley | $12.7M | 23,185 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $8.6M | 2,863 | 2026-06-30 |
| Wells Fargo & Company/mn | $4.3M | 0 | 2026-06-30 |
| Goldman Sachs Group Inc | $3.1M | 0 | 2026-06-30 |
| Raymond James Financial Inc | $2.9M | 0 | 2026-06-30 |
| Rodgers & Associates, Ltd | $2.7M | 12 | 2026-06-30 |
| Pacific Sun Financial Corp | $2.3M | 3 | 2026-06-30 |
| Truist Financial Corp | $2.3M | 0 | 2026-06-30 |
| Empirical Asset Management, LLC | $2M | 12 | 2026-06-30 |
| Ameriprise Financial Inc | $1.7M | 0 | 2026-06-30 |
| Susquehanna International Group, LLP | $1.7M | 0 | 2026-06-30 |
| Davis Investment Partners, LLC | $1.4M | 2 | 2026-06-30 |
| Ep Wealth Advisors, LLC | $1.3M | 338 | 2026-06-30 |
| MML Investors Services, LLC | $1M | 5,120 | 2026-06-30 |
| Quantinno Capital Management LP | $977.3K | 0 | 2026-06-30 |
| Huntington National Bank | $974.4K | 0 | 2026-06-30 |
| Jones Financial Companies LLLP | $951.5K | 0 | 2026-06-30 |
| Captrust Wealth Advisors | $929.5K | 20 | 2026-06-30 |
| Cetera Investment Advisers | $906.2K | 10,370 | 2026-06-30 |
| Savant Wealth Management | $808K | 405 | 2026-06-30 |
| Citadel Advisors LLC | $728.5K | 0 | 2026-06-30 |
| Envestnet Pmc | $686.2K | 60 | 2026-06-30 |
| Royal Bank of Canada | $682K | 0 | 2026-06-30 |
| J.W. Cole Advisors, Inc. | $674K | 499 | 2026-06-30 |
| Willner & Heller, LLC | $670K | 3 | 2026-06-30 |
| Colonial River Wealth Management LLC | $609.9K | 8 | 2026-06-30 |
| Bank of America Corp /de | $515.5K | 0 | 2026-06-30 |
| Cwm, LLC | $405.8K | 667 | 2026-03-31 |
| Captrust Financial Advisors | $392.6K | 962 | 2026-06-30 |
| Victory Financial Group, LLC | $358.2K | 56 | 2026-06-30 |
| Osaic Holdings, Inc. | $349.4K | 0 | 2026-06-30 |
| Mainstay Capital Management LLC /adv | $342.5K | 0 | 2026-06-30 |
| Mission Wealth Management, LP | $330.5K | 138 | 2026-06-30 |
| Kestra Advisory Services, LLC | $326K | 1,479 | 2026-06-30 |
| Creative Planning | $306.4K | 1,171 | 2026-06-30 |
| Fmr LLC | $291.6K | 0 | 2026-06-30 |
| Quattro Advisors LLC | $282.7K | 5 | 2026-06-30 |
| Private Advisor Group, LLC | $265.7K | 927 | 2026-06-30 |
| Sovran Advisors, LLC | $227.6K | 70 | 2026-06-30 |
| First Heartland Consultants, Inc. | $208.4K | 99 | 2026-06-30 |
| Blackrock, Inc. | $173.8K | 0 | 2026-06-30 |
| Whittier Trust Co | $72.1K | 0 | 2026-06-30 |
| Spectrum Wealth Advisory Group, LLC | $71K | 3 | 2026-06-30 |
| Tidemark, LLC | $70.5K | 8 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $55.1K | 0 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $50.8K | 481 | 2026-06-30 |
| Clearstead; Clearstead Advisory Solutions | $39.4K | 64 | 2026-06-30 |
| UBS Group AG | $37K | 0 | 2026-06-30 |
| Harbour Investments, Inc. | $31.1K | 247 | 2026-06-30 |
| Silver Grove Financial Group, Inc. | $26.5K | 17 | 2026-06-30 |
| Jpmorgan Chase & Co | $25.8K | 0 | 2026-06-30 |
| Blair William & Co/il | $16.6K | 329 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $15.6K | 0 | 2026-06-30 |
| Fifth Third Bancorp | $13.5K | 0 | 2026-06-30 |
| International Assets Investment Management, LLC | $13.3K | 122 | 2026-06-30 |
| Comerica Bank | $9.2K | 0 | 2025-12-31 |
| Hhm Wealth Advisors, LLC | $3.7K | 12 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $3.1K | 3,940 | 2026-03-31 |
| Vanguard Advisers Inc | $858 | 2,469 | 2026-06-30 |
| Hazlett, Burt & Watson, Inc. | $387 | 20 | 2026-06-30 |