| Morgan Stanley | $8.2M | 23,185 | 2026-06-30 |
| Bank of America Corp /de | $6.6M | 0 | 2026-06-30 |
| Lpl Financial LLC | $4.6M | 23,458 | 2026-06-30 |
| Royal Bank of Canada | $4.2M | 0 | 2026-06-30 |
| Sfi Advisors, LLC | $3.4M | 4 | 2026-06-30 |
| Wells Fargo & Company/mn | $2.4M | 0 | 2026-06-30 |
| Iht Wealth Management LLC | $2.3M | 159 | 2026-06-30 |
| Wealthbridge Capital Management, LLC | $2.2M | 5 | 2026-06-30 |
| Byrne Financial Freedom, LLC | $2M | 6 | 2026-06-30 |
| Raymond James Financial Inc | $1.6M | 0 | 2026-06-30 |
| Farther Finance Advisors, LLC | $1.5M | 334 | 2026-06-30 |
| UBS Group AG | $1.4M | 0 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $982.2K | 2,863 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $639.4K | 481 | 2026-06-30 |
| Susquehanna International Group, LLP | $615.7K | 0 | 2026-06-30 |
| Pfg Advisors | $567.2K | 83 | 2026-06-30 |
| Envestnet Pmc | $514.8K | 60 | 2026-06-30 |
| Cetera Investment Advisers | $421.4K | 10,370 | 2026-06-30 |
| Osaic Holdings, Inc. | $400.3K | 0 | 2026-06-30 |
| Fortune Financial Group, Inc. | $397.2K | 3 | 2026-06-30 |
| Focus Partners Wealth | $388.4K | 1,048 | 2026-06-30 |
| Captrust Financial Advisors | $358.8K | 962 | 2026-06-30 |
| MML Investors Services, LLC | $352.7K | 5,120 | 2026-06-30 |
| Jones Financial Companies LLLP | $343.2K | 0 | 2026-06-30 |
| Ameriprise Financial Inc | $331.2K | 0 | 2026-06-30 |
| Atlas Legacy Advisors, LLC | $326.6K | 4 | 2026-06-30 |
| Prosperity - An Eisneramper Company | $316K | 65 | 2026-06-30 |
| Ep Wealth Advisors, LLC | $264.3K | 338 | 2026-06-30 |
| Concentrum Wealth Management | $241K | 5 | 2026-06-30 |
| Onedigital Investment Advisors LLC | $226.2K | 386 | 2026-06-30 |
| Wealthcare Advisory Partners LLC | $217.3K | 170 | 2026-06-30 |
| Avaii Wealth Management, LLC | $211.8K | 11 | 2026-06-30 |
| Hightower Advisors, LLC | $201.5K | 1,046 | 2026-06-30 |
| Steigerwald, Gordon & Koch Inc. | $116.9K | 9 | 2026-06-30 |
| Fifth Third Bancorp | $85.2K | 0 | 2026-06-30 |
| Sankala Group LLC | $84.4K | 4 | 2026-06-30 |
| Fmr LLC | $80.2K | 0 | 2026-06-30 |
| Bellevue Asset Management, LLC | $72.4K | 2 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $71.7K | 21 | 2026-06-30 |
| Comerica Bank | $70.8K | 0 | 2025-12-31 |
| Jpmorgan Chase & Co | $68.8K | 0 | 2026-06-30 |
| Brown Brothers Harriman Mutual Fund Advisory Department | $57.4K | 0 | 2026-06-30 |
| Godfrey Financial Associates, Inc. | $53.8K | 3 | 2026-06-30 |
| National Bank of Canada /fi | $53.6K | 0 | 2026-06-30 |
| Realta Investment Advisors | $46K | 57 | 2026-06-30 |
| Parallel Advisors, LLC | $44.8K | 75 | 2026-06-30 |
| Global Retirement Partners LLC | $43K | 491 | 2026-06-30 |
| Newedge Advisors | $39.7K | 601 | 2026-06-30 |
| Harbour Investments, Inc. | $36.9K | 247 | 2026-06-30 |
| Allworth Financial, LP | $36.8K | 317 | 2026-06-30 |
| Bank of Montreal /can | $36K | 0 | 2026-06-30 |
| Cwm, LLC | $25.9K | 667 | 2026-03-31 |
| Fiduciary Financial Advisors | $24.4K | 51 | 2026-06-30 |
| O'Shaughnessy Asset Management, LLC | $24.2K | 58 | 2026-06-30 |
| Darwin Wealth Management, LLC | $22.4K | 12 | 2026-06-30 |
| Armor Investment Advisors, LLC | $19.7K | 4 | 2026-06-30 |
| Capital Investment Advisory Services, LLC | $17.9K | 103 | 2026-06-30 |
| Assetmark, Inc | $17.9K | 220 | 2026-06-30 |
| International Assets Investment Management, LLC | $13.5K | 122 | 2026-06-30 |
| Hollencrest Capital Management | $11.7K | 15 | 2026-06-30 |
| Westside Investment Management, LLC | $9K | 7 | 2026-06-30 |
| Ae Wealth Management LLC | $8.2K | 471 | 2026-06-30 |
| Institute for Wealth Management, Llc. | $8.1K | 13 | 2026-06-30 |
| Key Financial, Inc. | $7.2K | 8 | 2026-06-30 |
| Quaker Wealth Management, LLC | $6.8K | 5 | 2026-06-30 |
| Creative Financial Designs Inc /adv | $4.5K | 0 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $2.6K | 3,940 | 2026-03-31 |
| Qube Research & Technologies Ltd | $1.9K | 0 | 2026-06-30 |
| Coston, McIsaac & Partners | $23 | 10 | 2026-06-30 |