| American Century Companies Inc | $22.2M | 0 | 2026-06-30 |
| Tortoise Investment Management, LLC | $12.8M | 15 | 2026-06-30 |
| Index Fund Advisors, Inc. | $10.8M | 18 | 2026-06-30 |
| Cornerstone Wealth Partners, LLC | $8.7M | 12 | 2026-06-30 |
| Timonier Family Office, Ltd. | $5.7M | 4 | 2026-06-30 |
| Jane Street Group, LLC | $3M | 0 | 2026-06-30 |
| Richard P. Slaughter Associates, Inc. | $2.2M | 14 | 2026-06-30 |
| Ariadne Wealth Management, LP | $1.9M | 7 | 2026-06-30 |
| Beacon Pointe Advisors, LLC | $1.5M | 466 | 2026-06-30 |
| Vista Capital Partners, Inc. | $1.4M | 23 | 2026-06-30 |
| Ark & Tlk Investments, LLC | $1.3M | 9 | 2026-06-30 |
| Cypress Point Wealth Management, LLC | $1.3M | 4 | 2026-06-30 |
| Avior Wealth Management, LLC | $1.1M | 69 | 2026-06-30 |
| Three Arch Wealth Management LLC | $814.1K | 4 | 2026-06-30 |
| Ern Financial, LLC | $749.2K | 10 | 2026-06-30 |
| Lam Group, Inc. | $682.5K | 2 | 2026-06-30 |
| Plancorp, LLC | $542.1K | 52 | 2026-06-30 |
| Kane Co Wealth Management, Inc. | $403.6K | 3 | 2026-06-30 |
| B&D White Capital Company, LLC | $379.5K | 6 | 2026-06-30 |
| Cardiff Park Advisors, LLC | $361.6K | 1 | 2026-06-30 |
| Summit Portfolio Management, Ltd. | $344.8K | 5 | 2026-03-31 |
| Mills Wealth Advisors, LLC | $292.2K | 7 | 2026-06-30 |
| Onedigital Investment Advisors LLC | $260.7K | 386 | 2026-06-30 |
| Worthpointe, LLC | $247.8K | 7 | 2026-06-30 |
| Corient Private Wealth LP | $226.2K | 674 | 2026-06-30 |
| Evanson Financial, LLC | $203.6K | 4 | 2026-06-30 |
| Ares Financial Consulting, LLC | $168.6K | 4 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $40.7K | 480 | 2026-06-30 |
| Bogart Wealth, LLC | $23.3K | 24 | 2026-06-30 |
| Angeles Wealth Management, LLC | $18.1K | 9 | 2026-06-30 |
| Cloud Capital Management | $817 | 5 | 2026-06-30 |