| Bank of America Corp /de | $122M | 0 | 2026-06-30 |
| Blackrock, Inc. | $56.9M | 0 | 2026-06-30 |
| Deutsche Bank AG | $47.1M | 0 | 2026-06-30 |
| Modern Wealth Management, LLC | $43.2M | 161 | 2026-06-30 |
| Jpmorgan Chase & Co | $30M | 0 | 2026-06-30 |
| Morgan Stanley | $28.7M | 23,185 | 2026-06-30 |
| Partners Capital Investment Group, LLP | $19.1M | 1 | 2026-06-30 |
| Banco Bilbao Vizcaya Argentaria, S.A. | $11.2M | 0 | 2026-06-30 |
| UBS Group AG | $9M | 0 | 2026-06-30 |
| TD Waterhouse Canada Inc. | $8.1M | 0 | 2026-06-30 |
| Truist Financial Corp | $6.2M | 0 | 2026-06-30 |
| Envestnet Pmc | $5.9M | 60 | 2026-06-30 |
| Clarius Group, LLC | $4.2M | 0 | 2025-12-31 |
| Williams Jones Wealth Management, Llc. | $4M | 21 | 2026-06-30 |
| Lpl Financial LLC | $2.8M | 23,458 | 2026-06-30 |
| Gts Securities LLC | $2.5M | 0 | 2026-06-30 |
| Wells Fargo & Company/mn | $2.3M | 0 | 2026-06-30 |
| Jones Financial Companies LLLP | $2.2M | 0 | 2026-06-30 |
| Citadel Advisors LLC | $2M | 0 | 2026-06-30 |
| US Bancorp | $1.8M | 0 | 2026-06-30 |
| Natixis | $1.8M | 0 | 2026-06-30 |
| Newedge Advisors | $1.3M | 601 | 2026-06-30 |
| Lido Advisors, LLC | $1.3M | 320 | 2026-06-30 |
| Oversea-Chinese Banking Corp Ltd | $1.3M | 0 | 2026-06-30 |
| Jackson Hole Capital Partners, LLC | $1.2M | 0 | 2026-03-31 |
| Bank of New York Mellon Corp | $1.2M | 0 | 2026-06-30 |
| Goldman Sachs Group Inc | $1M | 0 | 2026-06-30 |
| Somerset Trust Co | $957.4K | 0 | 2026-06-30 |
| Cetera Investment Advisers | $904.6K | 10,370 | 2026-06-30 |
| CIBC World Market Inc. | $778.6K | 0 | 2026-06-30 |
| Robertson Stephens Wealth Management, LLC | $756.8K | 72 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $750.4K | 0 | 2026-06-30 |
| UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC | $731.5K | 0 | 2026-06-30 |
| Vise Technologies, Inc. | $717.2K | 0 | 2026-06-30 |
| Rockefeller Capital Management LP | $683.2K | 346 | 2026-06-30 |
| Bnp Paribas Financial Markets | $655.8K | 0 | 2026-06-30 |
| Advisory Alpha, LLC | $647.5K | 66 | 2026-06-30 |
| Intrepid Family Office LLC | $645.2K | 0 | 2026-06-30 |
| Fifth Third Bancorp | $589.9K | 0 | 2026-06-30 |
| Ep Wealth Advisors, LLC | $548.1K | 338 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $536.1K | 0 | 2026-06-30 |
| Quantinno Capital Management LP | $478.7K | 0 | 2026-06-30 |
| Fiduciary Financial Group, LLC | $466K | 9 | 2026-06-30 |
| Lfa - Lugano Financial Advisors SA | $443.1K | 0 | 2026-06-30 |
| Ameriprise Financial Inc | $429.9K | 0 | 2026-06-30 |
| Arkadios Wealth Advisors | $374K | 226 | 2026-06-30 |
| Scotia Capital Inc. | $372K | 0 | 2026-06-30 |
| Sumitomo Mitsui Financial Group, Inc. | $362.9K | 0 | 2026-06-30 |
| Chesley Taft & Associates LLC | $339.3K | 6 | 2026-06-30 |
| Ritholtz Wealth Management | $337.2K | 58 | 2026-06-30 |
| Tradition Wealth Management, LLC | $327K | 23 | 2026-06-30 |
| Three Bridge Wealth Advisors, LLC | $323.9K | 2 | 2026-06-30 |
| Susquehanna International Group, LLP | $323.2K | 0 | 2026-06-30 |
| Hilltop Holdings Inc. | $322.6K | 0 | 2026-06-30 |
| Laurel Oak Wealth Management, LLC | $304.9K | 14 | 2026-06-30 |
| Raymond James Financial Inc | $301.4K | 0 | 2026-06-30 |
| O'Shaughnessy Asset Management, LLC | $284.6K | 58 | 2026-06-30 |
| Simon Quick Advisors, LLC | $282.9K | 40 | 2026-06-30 |
| Leo Wealth, LLC | $278.6K | 15 | 2026-03-31 |
| MML Investors Services, LLC | $278.1K | 5,120 | 2026-06-30 |
| Bay Colony Advisory Group, Inc D/b/a Bay Colony Advisors | $254.8K | 0 | 2026-06-30 |
| Foundations Investment Advisors, LLC | $253K | 302 | 2026-06-30 |
| Portfolio Resources Advisor Group, Inc. | $208.1K | 11 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $206.5K | 193 | 2026-06-30 |
| Osaic Holdings, Inc. | $194.7K | 0 | 2026-06-30 |
| Comerica Bank | $182.6K | 0 | 2025-12-31 |
| Royal Bank of Canada | $150K | 0 | 2026-06-30 |
| Union Bancaire Privee, Ubp SA | $145.3K | 0 | 2026-06-30 |
| Franklin Resources Inc | $141.9K | 0 | 2026-06-30 |
| Qube Research & Technologies Ltd | $141.8K | 0 | 2026-06-30 |
| Corecap Advisors, LLC | $141.2K | 118 | 2026-06-30 |
| Institute for Wealth Management, Llc. | $138.9K | 13 | 2026-06-30 |
| National Bank of Canada /fi | $128.9K | 0 | 2026-06-30 |
| Fmr LLC | $117.5K | 0 | 2026-06-30 |
| Valor Advisors LLC | $110.7K | 3 | 2026-06-30 |
| Mirae Asset Global Investments Co., Ltd. | $109.5K | 0 | 2026-06-30 |
| Compass Financial Management LLC | $95.9K | 46 | 2026-06-30 |
| Murphy & Mullick Capital Management Corp | $67.4K | 2 | 2026-06-30 |
| Sbi Securities Co., Ltd. | $65K | 0 | 2026-06-30 |
| Cwm, LLC | $46.7K | 667 | 2026-03-31 |
| Barclays PLC | $43.9K | 0 | 2026-06-30 |
| Bank of Montreal /can | $41.1K | 0 | 2026-06-30 |
| Ifg Advisory, LLC | $28.3K | 110 | 2026-06-30 |
| Blair William & Co/il | $12.9K | 329 | 2026-06-30 |
| Federation Des Caisses Desjardins Du Quebec | $11.9K | 0 | 2026-06-30 |
| Aventura Private Wealth, LLC | $7.4K | 3 | 2026-06-30 |
| CIBC Private Wealth Group LLC | $6.6K | 0 | 2025-12-31 |
| Eversource Wealth Advisors, LLC | $4.7K | 77 | 2026-06-30 |
| Wealthshield Partners, LLC | $3.3K | 0 | 2026-06-30 |
| Ascentis Wealth Management, LLC | $2.6K | 8 | 2026-06-30 |
| Central Trust Co | $2K | 0 | 2026-06-30 |
| Tsfg, LLC | $2 | 6 | 2026-06-30 |