| Jpmorgan Chase & Co | $10.1M | 0 | 2026-06-30 |
| National Bank of Canada /fi | $2.7M | 0 | 2026-06-30 |
| Assetmark, Inc | $2.5M | 220 | 2026-06-30 |
| Royal Bank of Canada | $1.9M | 0 | 2026-06-30 |
| Advisory Alpha, LLC | $1.5M | 66 | 2026-06-30 |
| Citadel Advisors LLC | $1.4M | 0 | 2026-06-30 |
| Cooper McManus | $1.2M | 63 | 2026-06-30 |
| Eclectic Associates Inc /adv | $960K | 11 | 2026-06-30 |
| Vantus Wealth LLC | $814.8K | 6 | 2026-06-30 |
| Advyzon Investment Management, LLC | $776.1K | 2 | 2026-06-30 |
| 5t Wealth, LLC | $596.4K | 4 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $446.1K | 481 | 2026-06-30 |
| Old Mission Capital LLC | $373K | 0 | 2026-06-30 |
| Farther Finance Advisors, LLC | $364.9K | 334 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $355.2K | 480 | 2026-06-30 |
| Envestnet Pmc | $223.2K | 60 | 2026-06-30 |
| Morgan Stanley | $32.1K | 23,185 | 2026-06-30 |
| UBS Group AG | $14.2K | 0 | 2026-06-30 |
| Global Retirement Partners LLC | $10.6K | 491 | 2026-06-30 |
| 3chopt Investment Partners, LLC | $8.8K | 7 | 2026-06-30 |
| Lgt Financial Advisors LLC | $8.3K | 2 | 2026-06-30 |
| Osaic Holdings, Inc. | $5.4K | 0 | 2026-06-30 |
| Harbor Investment Advisory, LLC | $2.5K | 31 | 2026-06-30 |
| Federation Des Caisses Desjardins Du Quebec | $1.4K | 0 | 2026-06-30 |
| Cwm, LLC | $597 | 667 | 2026-03-31 |