| Partners Capital Investment Group, LLP | $9.6M | 1 | 2026-06-30 |
| Ima Advisory Services, Inc. | $3.9M | 48 | 2026-06-30 |
| Whitaker-Myers Wealth Managers, Ltd. | $2.2M | 16 | 2026-06-30 |
| Kempner Capital Management Inc. | $1.3M | 0 | 2025-12-31 |
| Jane Street Group, LLC | $1.3M | 0 | 2026-06-30 |
| Common Fund for Nonprofit Organizations | $1.2M | 0 | 2026-06-30 |
| Cambridge Associates LLC /ma/ /adv | $1M | 0 | 2026-06-30 |
| Morgan Stanley | $916.9K | 23,185 | 2026-06-30 |
| Bank of America Corp /de | $915.6K | 0 | 2026-06-30 |
| Susquehanna International Group, LLP | $830.4K | 0 | 2026-06-30 |
| Lpl Financial LLC | $780.3K | 23,458 | 2026-06-30 |
| TD Waterhouse Canada Inc. | $660.2K | 0 | 2026-06-30 |
| Rvw Wealth, LLC | $555.8K | 8 | 2026-06-30 |
| Team Hewins, LLC | $533.2K | 23 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $520.8K | 480 | 2026-06-30 |
| Ackerman Asset Management, LLC | $441.1K | 1 | 2026-06-30 |
| Truist Financial Corp | $416.4K | 0 | 2026-06-30 |
| Sfmg, LLC | $407.3K | 16 | 2026-06-30 |
| Ascent Advisors, LLC | $386.6K | 10 | 2026-06-30 |
| Pathstone Holdings, LLC | $382.3K | 0 | 2026-06-30 |
| Raymond James Financial Inc | $341K | 0 | 2026-06-30 |
| Wells Fargo & Company/mn | $337.6K | 0 | 2026-06-30 |
| Jpmorgan Chase & Co | $331.3K | 0 | 2026-06-30 |
| Citadel Advisors LLC | $303.2K | 0 | 2026-06-30 |
| Willner & Heller, LLC | $276.8K | 3 | 2026-06-30 |
| Cetera Investment Advisers | $275.6K | 10,370 | 2026-06-30 |
| Ncm Capital Management, LLC | $243.2K | 2 | 2026-06-30 |
| Jones Financial Companies LLLP | $221.8K | 0 | 2026-06-30 |
| Perigon Wealth Management, LLC | $210.8K | 92 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $190.7K | 0 | 2026-06-30 |
| Royal Bank of Canada | $129K | 0 | 2026-06-30 |
| Powell Investment Advisors, LLC | $113.5K | 2 | 2026-06-30 |
| Osaic Holdings, Inc. | $107.5K | 0 | 2026-06-30 |
| Glenmede Trust Co NA | $89.6K | 6 | 2026-06-30 |
| Farther Finance Advisors, LLC | $78.3K | 334 | 2026-06-30 |
| Fifth Third Bancorp | $77.8K | 0 | 2026-06-30 |
| Phillip James Consulting Co. | $68.7K | 2 | 2026-06-30 |
| UBS Group AG | $66.7K | 0 | 2026-06-30 |
| Mark Sheptoff Financial Planning LLC | $64.9K | 0 | 2026-06-30 |
| Ifp Advisors, Inc | $42.4K | 318 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $32.4K | 21 | 2026-06-30 |
| Fmr LLC | $17.6K | 0 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $13.2K | 481 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $13K | 0 | 2026-06-30 |
| Vima LLC | $11.7K | 12 | 2026-06-30 |
| Eversource Wealth Advisors, LLC | $11K | 77 | 2026-06-30 |
| Blue Trust, Inc. | $9.7K | 0 | 2026-06-30 |
| Global Retirement Partners LLC | $5.3K | 491 | 2026-06-30 |
| Van Eck Associates Corp. | $3.8K | 0 | 2026-06-30 |
| Blue Bell Private Wealth Management, LLC | $2.6K | 11 | 2026-06-30 |
| Analyst Ims Investment Management Services Ltd. | $894 | 0 | 2026-06-30 |
| Assetmark, Inc | $259 | 220 | 2026-06-30 |