| Morgan Stanley | $86.5M | 23,185 | 2026-06-30 |
| Benjamin Edwards Inc | $35.3M | 0 | 2026-06-30 |
| Silveroak Wealth Management LLC | $10M | 7 | 2026-06-30 |
| Wells Fargo & Company/mn | $8M | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $3.5M | 0 | 2026-06-30 |
| Envestnet Pmc | $3M | 60 | 2026-06-30 |
| Stifel Financial Corp | $2.6M | 0 | 2026-06-30 |
| Raymond James Financial Inc | $1.5M | 0 | 2026-06-30 |
| United Capital Financial Advisors, LLC | $1.4M | 166 | 2026-06-30 |
| Lpl Financial LLC | $1.1M | 23,458 | 2026-06-30 |
| Shum Financial Group, Inc. | $944.8K | 4 | 2026-06-30 |
| Royal Bank of Canada | $416K | 0 | 2026-06-30 |
| Merit Financial Group, LLC | $356.8K | 295 | 2026-06-30 |
| Equitable Holdings, Inc. | $298.7K | 0 | 2026-06-30 |
| Seia | $278.7K | 141 | 2026-06-30 |
| Fifth Third Securities, Inc. | $214.4K | 1,014 | 2026-06-30 |
| Cwm, LLC | $174K | 667 | 2026-03-31 |
| Newedge Advisors | $161.4K | 601 | 2026-06-30 |
| Godfrey Financial Associates, Inc. | $47.1K | 3 | 2026-06-30 |
| Harbor Investment Advisory, LLC | $45K | 31 | 2026-06-30 |
| Jones Financial Companies LLLP | $20K | 0 | 2026-06-30 |
| Ifp Advisors, Inc | $14.8K | 318 | 2026-06-30 |
| Comerica Bank | $5.7K | 0 | 2025-12-31 |
| Fifth Third Bancorp | $5.7K | 0 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $528 | 3,940 | 2026-03-31 |