| Franklin Resources Inc | $309.2M | 0 | 2026-06-30 |
| Convergence Financial, LLC | $39.8M | 29 | 2026-06-30 |
| Morgan Stanley | $25.6M | 23,185 | 2026-06-30 |
| Bank of America Corp /de | $21M | 0 | 2026-06-30 |
| Ameriprise Financial Inc | $17.8M | 0 | 2026-06-30 |
| Legacy Cg, LLC | $16.1M | 4 | 2026-06-30 |
| Sanctuary Advisors, LLC | $9.6M | 401 | 2026-06-30 |
| Captrust Financial Advisors | $8.2M | 962 | 2026-06-30 |
| Benjamin Edwards Inc | $6.9M | 0 | 2026-06-30 |
| Bank of New York Mellon Corp | $5.9M | 0 | 2026-06-30 |
| Envestnet Pmc | $5.1M | 60 | 2026-06-30 |
| Citadel Advisors LLC | $3.8M | 0 | 2026-06-30 |
| Truist Financial Corp | $3.5M | 0 | 2026-06-30 |
| Sequent Planning LLC | $3M | 100 | 2026-06-30 |
| Jpmorgan Chase & Co | $2.8M | 0 | 2026-06-30 |
| Cetera Investment Advisers | $2.7M | 10,370 | 2026-06-30 |
| Lpl Financial LLC | $2.6M | 23,458 | 2026-06-30 |
| MML Investors Services, LLC | $1.6M | 5,120 | 2026-06-30 |
| O'Shaughnessy Asset Management, LLC | $1.4M | 58 | 2026-06-30 |
| Compound Planning, Inc. | $1.3M | 75 | 2026-06-30 |
| Rfg Advisory, LLC | $1.1M | 191 | 2026-06-30 |
| Mgo One Seven LLC | $798.8K | 118 | 2026-06-30 |
| Osaic Holdings, Inc. | $573.1K | 0 | 2026-06-30 |
| Jane Street Group, LLC | $519.6K | 0 | 2026-06-30 |
| Goldman Sachs Group Inc | $426.8K | 0 | 2026-06-30 |
| Raymond James Financial Inc | $418.6K | 0 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $411.3K | 2,863 | 2026-06-30 |
| Brooklyn Investment Group | $365.4K | 0 | 2026-03-31 |
| Hightower Advisors, LLC | $331.8K | 1,046 | 2026-06-30 |
| Atria Investments, Inc | $321.7K | 6 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $305.9K | 481 | 2026-06-30 |
| Ballast Rock Private Wealth LLC | $249.6K | 10 | 2026-06-30 |
| J.W. Cole Advisors, Inc. | $234K | 499 | 2026-06-30 |
| Royal Bank of Canada | $220K | 0 | 2026-06-30 |
| Wells Fargo & Company/mn | $116.6K | 0 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $110K | 0 | 2026-06-30 |
| TD Waterhouse Canada Inc. | $107.8K | 0 | 2026-06-30 |
| Hantz Financial Services, Inc. | $94.3K | 396 | 2026-06-30 |
| Citigroup Inc | $27.1K | 0 | 2026-06-30 |
| Cwm, LLC | $21.4K | 667 | 2026-03-31 |
| UBS Group AG | $14.7K | 0 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $9.9K | 193 | 2026-06-30 |
| International Assets Investment Management, LLC | $6.5K | 122 | 2026-06-30 |
| Blue Trust, Inc. | $4.6K | 0 | 2026-06-30 |
| Corecap Advisors, LLC | $2.9K | 118 | 2026-06-30 |
| Dunhill Financial, LLC | $2.1K | 12 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $107 | 21 | 2026-06-30 |