| Harbor Group, Inc. | $54.7M | 9 | 2026-06-30 |
| Bank of New York Mellon Corp | $39.4M | 0 | 2026-06-30 |
| Royal Bank of Canada | $6.4M | 0 | 2026-06-30 |
| Pathway Financial Advisors LLC | $4.9M | 6 | 2026-06-30 |
| Mlg Wealth Management Dba Pine Grove Financial Group | $4.4M | 0 | 2025-12-31 |
| Gts Securities LLC | $4.3M | 0 | 2026-06-30 |
| Orion Porfolio Solutions, LLC | $4M | 199 | 2026-06-30 |
| Crux Wealth Advisors | $3.9M | 9 | 2026-06-30 |
| Lpl Financial LLC | $1.7M | 23,458 | 2026-06-30 |
| Weil Company, Inc. | $1.7M | 13 | 2026-06-30 |
| Bank of America Corp /de | $1.6M | 0 | 2026-06-30 |
| Jane Street Group, LLC | $1.4M | 0 | 2026-06-30 |
| Sanctuary Advisors, LLC | $712.8K | 401 | 2026-06-30 |
| Cerity Partners LLC | $671K | 777 | 2026-06-30 |
| Cornerstone Advisors Asset Management, LLC | $564.5K | 26 | 2026-06-30 |
| Susquehanna International Group, LLP | $561K | 0 | 2026-06-30 |
| Citadel Advisors LLC | $511.9K | 0 | 2026-06-30 |
| Rockefeller Capital Management LP | $366.2K | 346 | 2026-06-30 |
| Osaic Holdings, Inc. | $351.5K | 0 | 2026-06-30 |
| Maia Wealth LLC | $295.7K | 41 | 2026-06-30 |
| World Equity Group, Inc. | $217.9K | 56 | 2026-06-30 |
| Jpmorgan Chase & Co | $99.4K | 0 | 2026-06-30 |
| Pension & Wealth Management Advisors, Inc. | $75.6K | 7 | 2026-06-30 |
| UBS Group AG | $46.6K | 0 | 2026-06-30 |
| Cwm, LLC | $44.1K | 667 | 2026-03-31 |
| Oakmont Advisory Group, LLC | $19.1K | 3 | 2026-06-30 |
| Silver Grove Financial Group, Inc. | $17.7K | 17 | 2026-06-30 |
| Morgan Stanley | $10.2K | 23,185 | 2026-06-30 |
| Harbour Investments, Inc. | $7.7K | 247 | 2026-06-30 |
| Global Retirement Partners LLC | $4K | 491 | 2026-06-30 |
| Jones Financial Companies LLLP | $3.4K | 0 | 2026-06-30 |
| Versant Capital Management, Inc. | $1.6K | 11 | 2026-06-30 |