| Ameriprise Financial Inc | $7.2M | 0 | 2026-06-30 |
| Bank of America Corp /de | $5.9M | 0 | 2026-06-30 |
| Cambria Investment Management, LP | $5.8M | 1 | 2026-06-30 |
| Equitable Holdings, Inc. | $1.9M | 0 | 2026-06-30 |
| Cetera Investment Advisers | $1.6M | 10,370 | 2026-06-30 |
| Envestnet Pmc | $1.3M | 60 | 2026-06-30 |
| Manufacturers Life Insurance Company, the | $1.3M | 0 | 2026-06-30 |
| Susquehanna International Group, LLP | $1.3M | 0 | 2026-06-30 |
| Lpl Financial LLC | $1.2M | 23,458 | 2026-06-30 |
| Raymond James Financial Inc | $948.1K | 0 | 2026-06-30 |
| Leo Wealth, LLC | $920.9K | 15 | 2026-03-31 |
| Citadel Advisors LLC | $595K | 0 | 2026-06-30 |
| Stifel Financial Corp | $570.7K | 0 | 2026-06-30 |
| Thepartners Wealth Management | $444.9K | 37 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $426K | 481 | 2026-06-30 |
| American State Bank (iowa) | $377.6K | 0 | 2026-06-30 |
| Private Advisory Group LLC | $256.2K | 18 | 2026-06-30 |
| Picton Investments | $238.9K | 0 | 2026-06-30 |
| Cwm, LLC | $210.5K | 667 | 2026-03-31 |
| Mgo One Seven LLC | $203.5K | 118 | 2026-06-30 |
| Barclays PLC | $133.9K | 0 | 2026-06-30 |
| UBS Group AG | $132K | 0 | 2026-06-30 |
| Westend Advisors, LLC | $105.5K | 0 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $93.2K | 0 | 2026-06-30 |
| Morgan Stanley | $87.5K | 23,185 | 2026-06-30 |
| Royal Bank of Canada | $71K | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $70.3K | 0 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $35K | 21 | 2026-06-30 |
| Wells Fargo & Company/mn | $31.5K | 0 | 2026-06-30 |
| Bank of Montreal /can | $16.4K | 0 | 2026-06-30 |
| Global Retirement Partners LLC | $12.9K | 491 | 2026-06-30 |
| Fiduciary Financial Advisors | $5.2K | 51 | 2026-06-30 |
| Jones Financial Companies LLLP | $5.2K | 0 | 2026-06-30 |
| National Bank of Canada /fi | $3.3K | 0 | 2026-06-30 |
| M Holdings Securities, Inc. | $1.7K | 175 | 2026-06-30 |
| Flow Traders U.S. LLC | $998 | 0 | 2026-06-30 |
| Huntington National Bank | $26 | 0 | 2026-06-30 |
| Institute for Wealth Management, Llc. | $10 | 13 | 2026-06-30 |