| Allianz Investment Management U.S. LLC | $10M | 0 | 2025-09-30 |
| Kestra Advisory Services, LLC | $6.8M | 1,479 | 2026-06-30 |
| Allianz Se | $5.7M | 0 | 2026-06-30 |
| Independent Financial Group, LLC | $5.5M | 481 | 2026-06-30 |
| Evolution Wealth Management Inc. | $4.2M | 3 | 2026-06-30 |
| Newedge Advisors | $3.7M | 601 | 2026-06-30 |
| Ae Wealth Management LLC | $2.7M | 471 | 2026-06-30 |
| Huntington National Bank | $2.3M | 0 | 2026-06-30 |
| Cetera Investment Advisers | $2.1M | 10,370 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $1.3M | 2,863 | 2026-06-30 |
| Osaic Holdings, Inc. | $1.2M | 0 | 2026-06-30 |
| Envestnet Pmc | $1.1M | 60 | 2026-06-30 |
| World Investment Advisors | $732.1K | 359 | 2026-06-30 |
| Compound Planning, Inc. | $600.7K | 75 | 2026-06-30 |
| Castle Rock Wealth Management, LLC | $573.8K | 7 | 2026-06-30 |
| Old Mission Capital LLC | $566.3K | 0 | 2026-06-30 |
| Creativeone Wealth, LLC | $506.7K | 221 | 2026-06-30 |
| Bridgeport Financial Solutions | $426K | 13 | 2026-06-30 |
| Mosley Wealth Management | $377.7K | 12 | 2026-06-30 |
| Diversify Advisory Services, LLC | $311.9K | 116 | 2026-06-30 |
| Diversify Wealth Management, LLC | $311.9K | 78 | 2026-06-30 |
| Goldman Sachs Group Inc | $308.6K | 0 | 2026-06-30 |
| Raymond James Financial Inc | $300.6K | 0 | 2026-06-30 |
| Carmel Capital Partners, LLC | $281K | 8 | 2026-06-30 |
| Strategic Financial Concepts, LLC | $239.8K | 40 | 2026-06-30 |
| MML Investors Services, LLC | $231.1K | 5,120 | 2026-06-30 |
| Patriot Financial Group Insurance Agency, LLC | $216.3K | 35 | 2026-06-30 |
| Harbour Investments, Inc. | $142.5K | 247 | 2026-06-30 |
| Lloyd Advisory Services, Llc. | $99.3K | 7 | 2026-06-30 |
| Ifp Advisors, Inc | $74.5K | 318 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $21K | 481 | 2026-06-30 |
| Key Capital Management, Inc | $11.1K | 11 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $3.4K | 3,940 | 2026-03-31 |
| Centaurus Financial, Inc. | $841 | 431 | 2026-06-30 |