| CIBC Bancorp USA Inc. | $52.2M | 0 | 2026-06-30 |
| CIBC Private Wealth Group LLC | $40.9M | 0 | 2025-12-31 |
| Wealthfront Advisers LLC | $3.8M | 40 | 2026-06-30 |
| Goldman Sachs Group Inc | $3.5M | 0 | 2026-06-30 |
| Bank of America Corp /de | $2.5M | 0 | 2026-06-30 |
| D. E. Shaw & Co., LP | $1.4M | 0 | 2026-06-30 |
| Focus Partners Wealth | $1.2M | 1,048 | 2026-06-30 |
| Gts Securities LLC | $1.2M | 0 | 2026-06-30 |
| Susquehanna International Group, LLP | $850.2K | 0 | 2026-06-30 |
| Morgan Stanley | $748.9K | 23,185 | 2026-06-30 |
| Lpl Financial LLC | $718.3K | 23,458 | 2026-06-30 |
| Wells Fargo & Company/mn | $703.8K | 0 | 2026-06-30 |
| Citigroup Inc | $680.8K | 0 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $658.6K | 0 | 2026-06-30 |
| Waystone Advisors LLC | $645K | 4 | 2026-06-30 |
| UBS Group AG | $468K | 0 | 2026-06-30 |
| Jane Street Group, LLC | $408.2K | 0 | 2026-06-30 |
| Trillium Asset Management, LLC | $301.2K | 12 | 2026-06-30 |
| US Bancorp | $287.3K | 0 | 2026-06-30 |
| Lasalle St. Investment Advisors, LLC | $287.1K | 161 | 2026-06-30 |
| Cetera Investment Advisers | $275.1K | 10,370 | 2026-06-30 |
| Royal Bank of Canada | $256K | 0 | 2026-06-30 |
| Northstar Asset Management Inc | $227.6K | 7 | 2026-06-30 |
| O'Shaughnessy Asset Management, LLC | $130.9K | 58 | 2026-06-30 |
| Osaic Holdings, Inc. | $68.1K | 0 | 2026-06-30 |
| Aspect Partners, LLC | $24K | 5 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $10.7K | 481 | 2026-06-30 |
| Farther Finance Advisors, LLC | $10.4K | 334 | 2026-06-30 |
| Rockefeller Capital Management LP | $9.5K | 346 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $8.7K | 193 | 2026-06-30 |
| Newedge Advisors | $7.1K | 601 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $7K | 480 | 2026-06-30 |
| Harbour Investments, Inc. | $4.3K | 247 | 2026-06-30 |
| Planvest Financial, Inc | $3.6K | 6 | 2026-06-30 |
| Godfrey Financial Associates, Inc. | $3.5K | 3 | 2026-06-30 |
| Fourth Dimension Wealth, LLC | $3.5K | 9 | 2026-06-30 |
| Thompson Investment Management, Inc. | $2.1K | 6 | 2026-06-30 |
| Fmr LLC | $1.6K | 0 | 2026-06-30 |
| Global Retirement Partners LLC | $1.4K | 491 | 2026-06-30 |
| Wolff Wiese Magana LLC | $1.3K | 4 | 2026-06-30 |
| Fmp Wealth Advisers | $886 | 14 | 2026-06-30 |
| Cassaday & Co Wealth Management LLC | $709 | 47 | 2026-06-30 |
| Bear Mountain Capital, Inc. | $498 | 9 | 2026-06-30 |
| Compass Financial Management LLC | $444 | 46 | 2026-06-30 |
| Ashton Thomas Private Wealth, LLC | $371 | 96 | 2026-06-30 |
| National Bank of Canada /fi | $319 | 0 | 2026-06-30 |
| Blue Trust, Inc. | $106 | 0 | 2026-06-30 |
| Qube Research & Technologies Ltd | $106 | 0 | 2026-06-30 |
| Jpmorgan Chase & Co | $64 | 0 | 2026-06-30 |
| Smithfield Trust Co | $50 | 0 | 2026-06-30 |
| Fifth Third Bancorp | $35 | 0 | 2026-06-30 |
| Tsfg, LLC | $6 | 6 | 2026-06-30 |