| LPL Financial LLC | 210.35K | Jun 30, 26 | +22.82K | 28.69% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 85.77K | Jun 30, 26 | +1.80K | 11.70% |
| Cetera Investment Advisers | 46.55K | Jun 30, 26 | +23.82K | 6.35% |
| Colony Group, LLC | 34.96K | Jun 30, 26 | -39 | 4.77% |
| AQR CAPITAL MANAGEMENT LLC | 34.96K | Jun 30, 26 | -39 | 4.77% |
| Steward Partners Investment Advisory, LLC | 34.89K | Jun 30, 26 | +52 | 4.76% |
| Penserra Capital Management LLC | 20.67K | Jun 30, 26 | +2.31K | 2.82% |
| ENVESTNET ASSET MANAGEMENT INC | 19.64K | Jun 30, 26 | -- | 2.68% |
| Rockefeller Capital Management L.P. | 19.20K | Jun 30, 26 | -- | 2.62% |
| ADVISOR GROUP HOLDINGS, INC. | 18.60K | Jun 30, 26 | +200 | 2.54% |
| COMMONWEALTH EQUITY SERVICES, LLC | 6.85K | Jun 30, 26 | +14 | 0.93% |
| Cambridge Investment Research Advisors, Inc. | 5.95K | Jun 30, 26 | +5.95K | 0.81% |
| HARBOUR INVESTMENTS, INC. | 2.99K | Jun 30, 26 | +2.14K | 0.41% |
| PRIVATE TRUST CO NA | 1.56K | Jun 30, 26 | +85 | 0.21% |
| Hilton Head Capital Partners, LLC | 1.25K | Jun 30, 26 | -- | 0.17% |
| WHITTIER TRUST CO OF NEVADA INC | 203 | Jun 30, 26 | -- | 0.03% |
| Global Retirement Partners, LLC | 193 | Jun 30, 26 | +193 | 0.03% |
| MORGAN STANLEY | 1 | Jun 30, 26 | -- | 0.00% |
| WELLS FARGO & COMPANY/MN | 1 | Jun 30, 26 | -- | 0.00% |
| Rossby Financial, LCC | -- | Jun 30, 26 | -31 | -- |
| OPTIMUM INVESTMENT ADVISORS | 650 | Sep 30, 25 | -- | 0.09% |
| HBC Financial Services, PLLC | 100 | Dec 31, 24 | -- | 0.01% |