| Davis Selected Advisers | $105.2M | 0 | 2026-06-30 |
| Morgan Stanley | $41.1M | 23,185 | 2026-06-30 |
| Lpl Financial LLC | $19.1M | 23,458 | 2026-06-30 |
| Bank of America Corp /de | $18.4M | 0 | 2026-06-30 |
| Beacon Harbor Wealth Advisors, Inc. | $15M | 6 | 2026-06-30 |
| Envestnet Pmc | $7M | 60 | 2026-06-30 |
| Truist Financial Corp | $6.9M | 0 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $6.6M | 0 | 2026-06-30 |
| Royal Bank of Canada | $6.4M | 0 | 2026-06-30 |
| Hightower Advisors, LLC | $6.2M | 1,046 | 2026-06-30 |
| UBS Group AG | $5.4M | 0 | 2026-06-30 |
| Willow | $5.3M | 4 | 2026-03-31 |
| Sanctuary Advisors, LLC | $4.3M | 401 | 2026-06-30 |
| Next Level Private LLC | $4M | 14 | 2026-06-30 |
| D.A. Davidson & Co. | $3.7M | 689 | 2026-06-30 |
| Arkansas Financial Group, Inc. | $3.4M | 5 | 2026-06-30 |
| Inspire Advisors, LLC | $3.2M | 75 | 2026-06-30 |
| Raymond James Financial Inc | $2.6M | 0 | 2026-06-30 |
| Kestra Advisory Services, LLC | $2.3M | 1,479 | 2026-06-30 |
| Jane Street Group, LLC | $2.3M | 0 | 2026-06-30 |
| Hilltop Holdings Inc. | $1.6M | 0 | 2026-06-30 |
| Envestnet Portfolio Solutions, Inc. | $1.4M | 3 | 2026-06-30 |
| Osaic Holdings, Inc. | $1.4M | 0 | 2026-06-30 |
| Summit Wealth Group LLC / Co | $1.1M | 39 | 2026-06-30 |
| Sittner & Nelson, LLC | $1.1M | 4 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $1M | 193 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $1M | 2,863 | 2026-06-30 |
| Susquehanna International Group, LLP | $998.9K | 0 | 2026-06-30 |
| J.W. Cole Advisors, Inc. | $940.6K | 499 | 2026-06-30 |
| Prospera Financial Services, Inc. | $884.8K | 270 | 2026-06-30 |
| Atlas Wealth LLC | $831.7K | 5 | 2026-06-30 |
| Stifel Financial Corp | $769.1K | 0 | 2026-06-30 |
| Davenport & Co LLC | $766.2K | 339 | 2026-06-30 |
| Rockefeller Capital Management LP | $696.6K | 346 | 2026-06-30 |
| Melone Private Wealth, LLC | $554.1K | 2 | 2026-06-30 |
| Strategic Wealth Investment Group, LLC | $549.2K | 33 | 2026-06-30 |
| Kovack Advisors, Inc. | $465K | 258 | 2026-06-30 |
| Captrust Financial Advisors | $398.6K | 962 | 2026-06-30 |
| Modern Wealth Management, LLC | $360.8K | 161 | 2026-06-30 |
| Private Advisor Group, LLC | $341.9K | 927 | 2026-06-30 |
| Ameritas Advisory Services, LLC | $314.9K | 550 | 2026-06-30 |
| Flagship Harbor Advisors, LLC | $302.1K | 60 | 2026-06-30 |
| Carson Advisory Inc. | $271.5K | 7 | 2026-06-30 |
| Diligent Investors, LLC | $268.9K | 3 | 2026-06-30 |
| Foresight Capital Management Advisors, Inc. | $254.9K | 3 | 2026-06-30 |
| Daymark Wealth Partners, LLC | $244K | 37 | 2026-06-30 |
| Mercer Global Advisors Inc /adv | $230.2K | 0 | 2026-06-30 |
| Millstone Evans Group, LLC | $162.9K | 7 | 2026-06-30 |
| Kathleen S. Wright Associates Inc. | $141.3K | 0 | 2025-09-30 |
| Regatta Research & Money Management LLC | $140.8K | 6 | 2026-06-30 |
| Key Financial, Inc. | $123.3K | 8 | 2026-06-30 |
| Cwm, LLC | $79.4K | 667 | 2026-03-31 |
| Capital Investment Advisory Services, LLC | $77.8K | 103 | 2026-06-30 |
| Comerica Bank | $61.9K | 0 | 2025-12-31 |
| UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC | $47.8K | 0 | 2026-06-30 |
| Fifth Third Bancorp | $42.8K | 0 | 2026-06-30 |
| Thrivent Financial for Lutherans | $36.5K | 0 | 2026-06-30 |
| Allworth Financial, LP | $35.3K | 317 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $30.8K | 481 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $17.2K | 0 | 2026-06-30 |
| Ifg Advisory, LLC | $13.4K | 110 | 2026-06-30 |
| Decker Retirement Planning Inc. | $12.8K | 10 | 2026-06-30 |
| CIBC Private Wealth Group LLC | $9.7K | 0 | 2025-12-31 |
| Central Pacific Bank - Trust Division | $3.9K | 0 | 2026-06-30 |
| Flow Traders U.S. LLC | $1.6K | 0 | 2026-06-30 |
| Janney Montgomery Scott LLC | $1.1K | 1,342 | 2026-06-30 |
| Flagship Wealth Advisors, LLC | $987 | 9 | 2026-06-30 |
| Wells Fargo & Company/mn | $46 | 0 | 2026-06-30 |
| Coston, McIsaac & Partners | $22 | 10 | 2026-06-30 |