| Invesco Ltd. | $65.8M | 0 | 2026-06-30 |
| Bank of New York Mellon Corp | $45.1M | 0 | 2026-06-30 |
| Lpl Financial LLC | $39.3M | 23,458 | 2026-06-30 |
| First Command Advisory Services | $22.2M | 1,012 | 2026-06-30 |
| Raymond James Financial Inc | $9.9M | 0 | 2026-06-30 |
| Envestnet Pmc | $6.4M | 60 | 2026-06-30 |
| Bank of America Corp /de | $6.4M | 0 | 2026-06-30 |
| Solano Wealth Advisors | $5.1M | 3 | 2026-06-30 |
| Iht Wealth Management LLC | $3.6M | 159 | 2026-06-30 |
| UBS Group AG | $3.1M | 0 | 2026-06-30 |
| Royal Bank of Canada | $2M | 0 | 2026-06-30 |
| Empirical Asset Management, LLC | $1.9M | 12 | 2026-06-30 |
| Proactive Wealth Strategies, LLC | $1.7M | 5 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $1.7M | 2,863 | 2026-06-30 |
| &partners | $1.5M | 555 | 2026-06-30 |
| Cetera Investment Advisers | $1.4M | 10,370 | 2026-06-30 |
| Nuveen, LLC | $1.3M | 0 | 2026-06-30 |
| MML Investors Services, LLC | $1.1M | 5,120 | 2026-06-30 |
| Private Advisor Group, LLC | $1.1M | 927 | 2026-06-30 |
| Qrg Capital Management, Inc. | $1.1M | 2 | 2026-06-30 |
| Susquehanna International Group, LLP | $914K | 0 | 2026-06-30 |
| Brooklyn Investment Group | $906.9K | 0 | 2026-03-31 |
| Mgo One Seven LLC | $853.1K | 118 | 2026-06-30 |
| Graney & King, LLC | $689.6K | 4 | 2026-06-30 |
| Ern Financial, LLC | $680.8K | 10 | 2026-06-30 |
| Osaic Holdings, Inc. | $630.1K | 0 | 2026-06-30 |
| Ifg Advisory, LLC | $611.4K | 110 | 2026-06-30 |
| Equitable Holdings, Inc. | $582.7K | 0 | 2026-06-30 |
| Wells Fargo & Company/mn | $563.9K | 0 | 2026-06-30 |
| Cerity Partners LLC | $472K | 777 | 2026-06-30 |
| Apella Capital, LLC | $422.9K | 104 | 2026-06-30 |
| Morgan Stanley | $407.9K | 23,185 | 2026-06-30 |
| Nicolet Bankshares Inc | $348.4K | 0 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $329.1K | 1,026 | 2026-06-30 |
| Orrstown Financial Services Inc | $266.7K | 0 | 2026-06-30 |
| Newedge Advisors | $266.7K | 601 | 2026-06-30 |
| Concurrent Investment Advisors, LLC | $265.8K | 349 | 2026-06-30 |
| Traction Financial Partners, LLC | $247.4K | 7 | 2026-06-30 |
| Arax Advisory Partners | $132.7K | 232 | 2026-06-30 |
| Jpmorgan Chase & Co | $67K | 0 | 2026-06-30 |
| Ameriflex Group, Inc. | $60.7K | 212 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $58.2K | 0 | 2026-06-30 |
| Huntington National Bank | $51.2K | 0 | 2026-06-30 |
| Farther Finance Advisors, LLC | $38.2K | 334 | 2026-06-30 |
| Hantz Financial Services, Inc. | $24.6K | 396 | 2026-06-30 |
| Concord Wealth Partners | $19.5K | 11 | 2026-06-30 |
| Global Retirement Partners LLC | $19.5K | 491 | 2026-06-30 |
| Fmr LLC | $15.1K | 0 | 2026-06-30 |
| Allspring Global Investments Holdings, LLC | $14.1K | 0 | 2026-06-30 |
| Birchbrook, Inc. | $12.2K | 6 | 2026-06-30 |
| Private Trust Co NA | $11.1K | 0 | 2026-06-30 |
| Allworth Financial, LP | $10.8K | 317 | 2026-06-30 |
| Cwm, LLC | $9.4K | 667 | 2026-03-31 |
| Fiduciary Financial Advisors | $8.1K | 51 | 2026-06-30 |
| Iag Wealth Partners, LLC | $5.5K | 17 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $4.4K | 481 | 2026-06-30 |
| Wolff Wiese Magana LLC | $1.5K | 4 | 2026-06-30 |
| Eversource Wealth Advisors, LLC | $1.4K | 77 | 2026-06-30 |
| Blue Trust, Inc. | $1.2K | 0 | 2026-06-30 |
| Frazier Financial Advisors, LLC | $726 | 11 | 2026-06-30 |
| Ae Wealth Management LLC | $373 | 471 | 2026-06-30 |
| Motiv8 Investments LLC | $1 | 10 | 2025-12-31 |