| State Street Corp | $49.5M | 0 | 2026-06-30 |
| Assetmark, Inc | $21M | 220 | 2026-06-30 |
| Osborne Partners Capital Management, LLC | $17.1M | 11 | 2026-06-30 |
| Jpmorgan Chase & Co | $15.2M | 0 | 2026-06-30 |
| Swisspartners Advisors Ltd | $12.8M | 0 | 2026-06-30 |
| Prism Advisors, Inc. | $8.4M | 5 | 2026-06-30 |
| Morgan Stanley | $7.7M | 23,185 | 2026-06-30 |
| Ameriprise Financial Inc | $7.1M | 0 | 2026-06-30 |
| Savant Wealth Management | $5.8M | 405 | 2026-06-30 |
| Bank of America Corp /de | $5.5M | 0 | 2026-06-30 |
| UBS Group AG | $4.7M | 0 | 2026-06-30 |
| Zacks Investment Management | $4.3M | 83 | 2026-06-30 |
| Focus Partners Wealth | $3.7M | 1,048 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $3.3M | 481 | 2026-06-30 |
| Wealthcare Advisory Partners LLC | $2.9M | 170 | 2026-06-30 |
| Wells Fargo & Company/mn | $2.3M | 0 | 2026-06-30 |
| Blackrock, Inc. | $2.1M | 0 | 2026-06-30 |
| Mittelman Wealth Management | $2.1M | 1 | 2026-06-30 |
| Wealthfront Advisers LLC | $2.1M | 40 | 2026-06-30 |
| Bleakley Financial Group, LLC | $1.8M | 124 | 2026-06-30 |
| Michelson Medical Research Foundation, Inc. | $1.4M | 0 | 2026-06-30 |
| New Edge Wealth | $1.4M | 151 | 2026-06-30 |
| Avestar Capital, LLC | $1.4M | 13 | 2026-06-30 |
| First Trust Advisors LP | $970.3K | 607 | 2026-06-30 |
| Citigroup Inc | $875.3K | 0 | 2026-06-30 |
| Yoffe Investment Management, LLC | $791K | 1 | 2026-06-30 |
| Royal Bank of Canada | $733K | 0 | 2026-06-30 |
| Lpl Financial LLC | $715.6K | 23,458 | 2026-06-30 |
| Goldman Sachs Group Inc | $564.7K | 0 | 2026-06-30 |
| Envestnet Pmc | $461.4K | 60 | 2026-06-30 |
| Cetera Investment Advisers | $432.7K | 10,370 | 2026-06-30 |
| Upper Left Wealth Management, LLC | $343.6K | 2 | 2026-06-30 |
| Sharper & Granite LLC | $326.2K | 4 | 2026-06-30 |
| Corecap Advisors, LLC | $311K | 118 | 2026-06-30 |
| Russell Investments Group, Ltd. | $283.9K | 0 | 2026-06-30 |
| Bellecapital International | $232.7K | 4 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $210.1K | 2,863 | 2026-06-30 |
| Parallel Advisors, LLC | $187.7K | 75 | 2026-06-30 |
| Optimum Investment Advisors | $184.5K | 0 | 2025-09-30 |
| UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC | $179.9K | 0 | 2026-06-30 |
| Intesa Sanpaolo Wealth Management | $155.7K | 0 | 2026-06-30 |
| Salem Investment Counselors Inc | $119.9K | 13 | 2026-06-30 |
| 4thought Financial Group Inc. | $111.2K | 5 | 2026-06-30 |
| Harbour Investments, Inc. | $100.3K | 247 | 2026-06-30 |
| 3 Factor Indexing, LLC | $96K | 2 | 2026-06-30 |
| Jones Financial Companies LLLP | $93.6K | 0 | 2026-06-30 |
| Iag Wealth Partners, LLC | $92.1K | 17 | 2026-06-30 |
| Signaturefd, LLC | $83.8K | 49 | 2026-06-30 |
| Osaic Holdings, Inc. | $63.3K | 0 | 2026-06-30 |
| Grey Ledge Advisors, LLC | $62.4K | 8 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $57.4K | 480 | 2026-06-30 |
| Rockefeller Capital Management LP | $54.9K | 346 | 2026-06-30 |
| Strengthening Families & Communities, LLC | $54.8K | 11 | 2026-06-30 |
| Webster Bank, N. A. | $48.9K | 0 | 2026-06-30 |
| Activest Wealth Management | $42.5K | 14 | 2026-06-30 |
| National Bank of Canada /fi | $36.3K | 0 | 2026-06-30 |
| Federation Des Caisses Desjardins Du Quebec | $31.9K | 0 | 2026-06-30 |
| Qube Research & Technologies Ltd | $29.8K | 0 | 2026-06-30 |
| Fifth Third Bancorp | $24.6K | 0 | 2026-06-30 |
| CIBC Private Wealth Group LLC | $21.6K | 0 | 2025-12-31 |
| Bank of Montreal /can | $21.1K | 0 | 2026-06-30 |
| Acima Private Wealth, LLC | $17.7K | 6 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $16.3K | 0 | 2026-06-30 |
| Fmr LLC | $15.2K | 0 | 2026-06-30 |
| Indiana Trust & Investment Management Co | $13K | 0 | 2026-06-30 |
| Institute for Wealth Management, Llc. | $13K | 13 | 2026-06-30 |
| Comerica Bank | $13K | 0 | 2025-12-31 |
| Smallwood Wealth Investment Management, LLC | $10.5K | 6 | 2026-06-30 |
| TD Waterhouse Canada Inc. | $7.4K | 0 | 2026-06-30 |
| Kilter Group LLC | $7.1K | 8 | 2026-06-30 |
| Strategic Wealth Partners, Ltd. | $6.3K | 0 | 2026-06-30 |
| Ae Wealth Management LLC | $5.3K | 471 | 2026-06-30 |
| Hollencrest Capital Management | $2.3K | 15 | 2026-06-30 |
| Umb Bank, N.A. | $692 | 0 | 2026-06-30 |
| Sarver Vrooman Wealth Advisors | $260 | 4 | 2026-06-30 |
| O'Shaughnessy Asset Management, LLC | $173 | 58 | 2026-06-30 |