| Morgan Stanley | $231.5M | 23,185 | 2026-06-30 |
| Lpl Financial LLC | $10.4M | 23,458 | 2026-06-30 |
| Blue Water Asset Management | $5.7M | 7 | 2026-06-30 |
| Private Advisor Group, LLC | $2.8M | 927 | 2026-06-30 |
| Osaic Holdings, Inc. | $2.7M | 0 | 2026-06-30 |
| Stifel Financial Corp | $1.8M | 0 | 2026-06-30 |
| Old Mission Capital LLC | $851.4K | 0 | 2026-06-30 |
| Fifth Third Bancorp | $782.3K | 0 | 2026-06-30 |
| Comerica Bank | $739.7K | 0 | 2025-12-31 |
| Oppenheimer & Co. Inc. | $736.2K | 1,166 | 2026-06-30 |
| Susquehanna International Group, LLP | $705.6K | 0 | 2026-06-30 |
| Lri Investments, LLC | $667.5K | 25 | 2026-06-30 |
| Flagstar Securities, Inc | $565.6K | 30 | 2026-06-30 |
| Cetera Investment Advisers | $518.7K | 10,370 | 2026-06-30 |
| Nottingham Advisors, Inc. | $508.7K | 8 | 2026-06-30 |
| Great Valley Advisor Group, LLC | $505.7K | 205 | 2026-06-30 |
| Envestnet Pmc | $471.4K | 60 | 2026-06-30 |
| Arkadios Wealth Advisors | $425.7K | 226 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $358.6K | 2,863 | 2026-06-30 |
| Agh Wealth Advisors, LLC | $350.8K | 6 | 2026-06-30 |
| Davenport & Co LLC | $321.7K | 339 | 2026-06-30 |
| Mariner, LLC | $309.4K | 0 | 2026-06-30 |
| Raymond James Financial Inc | $269.3K | 0 | 2026-06-30 |
| Eldridge Investment Advisors Inc | $223.3K | 8 | 2026-06-30 |
| Coldstream Capital Management Inc | $214.6K | 136 | 2026-06-30 |
| Royal Bank of Canada | $110K | 0 | 2026-06-30 |
| Global Retirement Partners LLC | $102.7K | 491 | 2026-06-30 |
| UBS Group AG | $57.3K | 0 | 2026-06-30 |
| Harbour Investments, Inc. | $12K | 247 | 2026-06-30 |
| Janney Montgomery Scott LLC | $418 | 1,342 | 2026-06-30 |