| Allianz Se | $15.2M | 0 | 2026-06-30 |
| Sterling Manor Financial, LLC | $14.2M | 3 | 2026-03-31 |
| Discipline Wealth Solutions, Inc. | $6.6M | 19 | 2026-06-30 |
| Rfg Advisory, LLC | $6.4M | 191 | 2026-06-30 |
| Allianz Investment Management LLC | $6.1M | 0 | 2025-12-31 |
| Stephens Inc /ar | $6M | 243 | 2026-06-30 |
| Kestra Advisory Services, LLC | $4.3M | 1,479 | 2026-06-30 |
| Envestnet Pmc | $3.6M | 60 | 2026-06-30 |
| Allianz Investment Management U.S. LLC | $2.5M | 0 | 2025-09-30 |
| USA Financial Formulas | $2.4M | 0 | 2026-06-30 |
| Susquehanna International Group, LLP | $2.3M | 0 | 2026-06-30 |
| USA Financial Formulas | $1.9M | 0 | 2026-03-31 |
| Ars Wealth Advisors Group, LLC | $1.6M | 16 | 2026-06-30 |
| Creative Financial Designs Inc /adv | $1.2M | 0 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $1.1M | 2,863 | 2026-06-30 |
| Cetera Investment Advisers | $808.4K | 10,370 | 2026-06-30 |
| Arax Advisory Partners | $733.2K | 232 | 2026-06-30 |
| Savant Wealth Management | $669.6K | 405 | 2026-06-30 |
| Transcendent Capital Group | $387.5K | 9 | 2026-06-30 |
| MML Investors Services, LLC | $379.7K | 5,120 | 2026-06-30 |
| Raymond James Financial Inc | $364.1K | 0 | 2026-06-30 |
| Farther Finance Advisors, LLC | $282.1K | 334 | 2026-06-30 |
| Stratos Wealth Advisors, LLC | $277.8K | 71 | 2026-06-30 |
| Grantvest Financial Group LLC | $254.5K | 5 | 2026-06-30 |
| Nbz Investment Advisors LLC | $253.5K | 3 | 2026-06-30 |
| Creative Planning | $241.9K | 1,171 | 2026-06-30 |
| Southland Equity Partners, Llc. | $237.6K | 25 | 2026-06-30 |
| Visionary Wealth Advisors | $236.9K | 46 | 2026-06-30 |
| Harbour Investments, Inc. | $176.2K | 247 | 2026-06-30 |
| Osaic Holdings, Inc. | $139.9K | 0 | 2026-06-30 |
| Jpmorgan Chase & Co | $87.8K | 0 | 2026-06-30 |
| Ifp Advisors, Inc | $18.8K | 318 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $8K | 481 | 2026-06-30 |
| Centaurus Financial, Inc. | $200 | 431 | 2026-06-30 |