| Cooper Capital Advisors LLC | $13.9M | 4 | 2026-06-30 |
| Performance Wealth | $3.4M | 11 | 2026-06-30 |
| Royal Bank of Canada | $2.8M | 0 | 2026-06-30 |
| Lpl Financial LLC | $2.3M | 23,458 | 2026-06-30 |
| Sanctuary Advisors, LLC | $724.7K | 401 | 2026-06-30 |
| Susquehanna International Group, LLP | $514.4K | 0 | 2026-06-30 |
| Raymond James Financial Inc | $388.7K | 0 | 2026-06-30 |
| Sterling Investment Advisors, Ltd. | $332.6K | 7 | 2026-06-30 |
| Kestra Private Wealth Services, LLC | $315K | 206 | 2026-06-30 |
| International Assets Investment Management, LLC | $296.3K | 122 | 2026-06-30 |
| Morgan Stanley | $288.8K | 23,185 | 2026-06-30 |
| Optivise Advisory Services LLC | $250.5K | 23 | 2026-06-30 |
| Dynamic | $248.4K | 75 | 2026-06-30 |
| Jane Street Group, LLC | $207.6K | 0 | 2026-06-30 |
| Keystone Financial Group, Inc. | $162.4K | 7 | 2026-06-30 |
| Institute for Wealth Management, Llc. | $77K | 13 | 2026-06-30 |
| Newedge Advisors | $72K | 601 | 2026-06-30 |
| Osaic Holdings, Inc. | $64.5K | 0 | 2026-06-30 |
| National Bank of Canada /fi | $53.9K | 0 | 2026-06-30 |
| Harbour Investments, Inc. | $34.2K | 247 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $23.4K | 480 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $15.8K | 193 | 2026-06-30 |
| Creative Financial Designs Inc /adv | $8.2K | 0 | 2026-06-30 |
| Global Retirement Partners LLC | $5.4K | 491 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $229 | 3,940 | 2026-03-31 |
| Jpmorgan Chase & Co | $23 | 0 | 2026-06-30 |