| Prudential Financial Inc | $28.5M | 0 | 2026-06-30 |
| Raymond James Financial Inc | $22.5M | 0 | 2026-06-30 |
| Moody National Bank Trust Division | $7M | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $3.8M | 0 | 2026-06-30 |
| Kestra Private Wealth Services, LLC | $2.5M | 206 | 2026-06-30 |
| Inspire Advisors, LLC | $1.9M | 75 | 2026-06-30 |
| Mariner, LLC | $1.9M | 0 | 2026-06-30 |
| Cetera Investment Advisers | $1.4M | 10,370 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $1.2M | 1,026 | 2026-06-30 |
| Sheets Smith Wealth Management | $934.5K | 10 | 2026-06-30 |
| Oppenheimer & Co. Inc. | $889.9K | 1,166 | 2026-06-30 |
| Truist Financial Corp | $794.6K | 0 | 2026-06-30 |
| Wealthcare Advisory Partners LLC | $741.7K | 170 | 2026-06-30 |
| Focus Financial | $692.9K | 121 | 2026-06-30 |
| Kestra Advisory Services, LLC | $669.4K | 1,479 | 2026-06-30 |
| Goldman Sachs Group Inc | $663K | 0 | 2026-06-30 |
| Summit Financial, LLC | $505.6K | 229 | 2026-06-30 |
| Secure Asset Management, LLC | $441.7K | 55 | 2026-06-30 |
| Tactive Advisors, LLC | $408.5K | 18 | 2026-06-30 |
| Envestnet Pmc | $347.9K | 60 | 2026-06-30 |
| Clearstead; Clearstead Advisory Solutions | $219.6K | 64 | 2026-06-30 |
| MML Investors Services, LLC | $209.3K | 5,120 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $105.5K | 0 | 2026-06-30 |
| Royal Bank of Canada | $59K | 0 | 2026-06-30 |
| Corecap Advisors, LLC | $31.6K | 118 | 2026-06-30 |
| Colonial Trust Advisors | $22.2K | 15 | 2026-06-30 |
| Morgan Stanley | $7.5K | 23,185 | 2026-06-30 |
| Triumph Capital Management | $7.4K | 14 | 2026-06-30 |
| International Assets Investment Management, LLC | $6.3K | 122 | 2026-06-30 |
| Strategic Wealth Partners, Ltd. | $4.9K | 0 | 2026-06-30 |
| Rovin Capital /ut/ /adv | $3.5K | 0 | 2025-12-31 |
| Wedbush Securities Inc | $215 | 220 | 2026-06-30 |
| Wells Fargo & Company/mn | $16 | 0 | 2026-06-30 |