| Jpmorgan Chase & Co | $4.3B | 0 | 2026-06-30 |
| Mitsubishi Ufj Asset Management Co., Ltd. | $91.9M | 0 | 2026-06-30 |
| Morgan Stanley | $54.8M | 23,185 | 2026-06-30 |
| Lpl Financial LLC | $54.8M | 23,458 | 2026-06-30 |
| Vestmark Advisory Solutions, Inc. | $49.8M | 8 | 2026-06-30 |
| Envestnet Pmc | $38.2M | 60 | 2026-06-30 |
| Arlington Financial Advisors, LLC | $24.3M | 8 | 2026-06-30 |
| Wealthplan Investment Management, LLC | $17.2M | 29 | 2026-06-30 |
| Assetmark, Inc | $16.8M | 220 | 2026-06-30 |
| Ameritas Advisory Services, LLC | $16.5M | 550 | 2026-06-30 |
| Cetera Investment Advisers | $13.2M | 10,370 | 2026-06-30 |
| UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC | $11.7M | 0 | 2026-06-30 |
| Mlg Wealth Management Dba Pine Grove Financial Group | $10M | 0 | 2025-12-31 |
| Hub Investment Partners, LLC | $9.9M | 118 | 2026-06-30 |
| Wesbanco Investment Department | $8.2M | 1 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $8.1M | 480 | 2026-06-30 |
| Susquehanna International Group, LLP | $7.4M | 0 | 2026-06-30 |
| Summit Financial, LLC | $5.3M | 229 | 2026-06-30 |
| Bank of America Corp /de | $4.4M | 0 | 2026-06-30 |
| Visionary Wealth Advisors | $4.4M | 46 | 2026-06-30 |
| Signet Financial Management, LLC | $4.2M | 12 | 2026-03-31 |
| Osaic Holdings, Inc. | $3.4M | 0 | 2026-06-30 |
| MML Investors Services, LLC | $3.3M | 5,120 | 2026-06-30 |
| Jane Street Group, LLC | $3.2M | 0 | 2026-06-30 |
| Wbh Advisory Inc | $2.9M | 11 | 2026-06-30 |
| Wealthplan Partners, LLC | $2.6M | 26 | 2026-06-30 |
| Mutual Advisors, LLC | $2.5M | 153 | 2026-06-30 |
| Cwm, LLC | $2.5M | 667 | 2026-03-31 |
| Triad Wealth Partners, LLC | $2.4M | 49 | 2026-06-30 |
| Hopwood Nicholas Hunter | $2.1M | 3 | 2026-06-30 |
| Creativeone Wealth, LLC | $2M | 221 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $1.8M | 2,863 | 2026-06-30 |
| 5t Wealth, LLC | $1.7M | 4 | 2026-06-30 |
| The Ascent Group, LLC | $1.5M | 20 | 2026-06-30 |
| Great Valley Advisor Group, LLC | $1.3M | 205 | 2026-06-30 |
| Raymond James Financial Inc | $1.3M | 0 | 2026-06-30 |
| Unique Wealth, LLC | $1.2M | 14 | 2026-06-30 |
| Stifel Financial Corp | $1.1M | 0 | 2026-06-30 |
| Daymark Wealth Partners, LLC | $977.4K | 37 | 2026-06-30 |
| Wells Fargo & Company/mn | $919K | 0 | 2026-06-30 |
| Jones Financial Companies LLLP | $795.8K | 0 | 2026-06-30 |
| Massmutual Private Wealth & Trust, Fsb | $773.3K | 0 | 2026-06-30 |
| Ifp Advisors, Inc | $771K | 318 | 2026-06-30 |
| UBS Group AG | $687.6K | 0 | 2026-06-30 |
| Advisornet Wealth Partners | $668.2K | 58 | 2026-06-30 |
| Farther Finance Advisors, LLC | $661.9K | 334 | 2026-06-30 |
| Elevation Wealth Management LLC | $594.2K | 3 | 2026-06-30 |
| Lake Street Private Wealth, LLC | $546.5K | 6 | 2026-06-30 |
| Newedge Advisors | $536.9K | 601 | 2026-06-30 |
| Medallion Wealth Advisors, LLC | $526.6K | 6 | 2026-06-30 |
| Lockerman Financial Group, Inc | $519.8K | 1 | 2026-06-30 |
| Royal Bank of Canada | $508K | 0 | 2026-06-30 |
| Kintra Wealth, LLC | $506.7K | 47 | 2026-06-30 |
| Vise Technologies, Inc. | $481.2K | 0 | 2026-06-30 |
| Equitable Holdings, Inc. | $477.5K | 0 | 2026-06-30 |
| Org Partners LLC | $476K | 0 | 2025-12-31 |
| Emergent Wealth Advisors, LLC | $459.8K | 4 | 2026-06-30 |
| Qube Research & Technologies Ltd | $430.1K | 0 | 2026-06-30 |
| Principle Wealth | $412.8K | 21 | 2026-06-30 |
| Envestnet Portfolio Solutions, Inc. | $407.2K | 3 | 2026-06-30 |
| Xp Advisory US, Inc. | $388.9K | 29 | 2026-06-30 |
| Mn Wealth Advisors, LLC | $377K | 3 | 2026-06-30 |
| 3chopt Investment Partners, LLC | $338.2K | 7 | 2026-06-30 |
| Ascension Capital Advisors, Inc. | $326.8K | 9 | 2026-06-30 |
| Firethorn Wealth Partners, LLC | $324.5K | 7 | 2026-06-30 |
| Advisory Services Network | $321.4K | 253 | 2026-06-30 |
| Cary Street Partners Investment Advisory LLC | $292.6K | 122 | 2026-06-30 |
| Twin Peaks Wealth Advisors, LLC | $271.8K | 10 | 2026-06-30 |
| Iht Wealth Management LLC | $260K | 159 | 2026-06-30 |
| Gateway Wealth Partners, LLC | $255.6K | 101 | 2026-06-30 |
| Geowealth Management, LLC | $238.4K | 0 | 2026-06-30 |
| Richardson Financial Services | $222.4K | 4 | 2026-06-30 |
| Private Advisor Group, LLC | $219.7K | 927 | 2026-06-30 |
| Ignite Planners LLC | $219.6K | 24 | 2026-06-30 |
| Benjamin Edwards Inc | $201.5K | 0 | 2026-06-30 |
| Global Retirement Partners LLC | $194.8K | 491 | 2026-06-30 |
| Private Trust Co NA | $145.4K | 0 | 2026-06-30 |
| Tripletail Wealth Management, LLC | $139.2K | 2 | 2026-06-30 |
| Capital Investment Advisory Services, LLC | $115.4K | 103 | 2026-06-30 |
| National Bank of Canada /fi | $79.7K | 0 | 2026-06-30 |
| Whittier Trust Co of Nevada Inc | $78.1K | 0 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $62.3K | 193 | 2026-06-30 |
| Cordgrass Capital Advisors, LLC | $54.4K | 3 | 2026-06-30 |
| Harbor Investment Advisory, LLC | $38.5K | 31 | 2026-06-30 |
| Janney Montgomery Scott LLC | $32.4K | 1,342 | 2026-06-30 |
| Transamerica Financial Advisors, LLC | $31.9K | 1,097 | 2026-06-30 |
| Orion Capital Management LLC | $25.2K | 4 | 2026-06-30 |
| Cornerstone Planning Group LLC | $23.1K | 23 | 2026-06-30 |
| Cary Street Partners Financial LLC | $19.9K | 0 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $16.5K | 3,940 | 2026-03-31 |
| Vision Retirement, LLC | $15K | 7 | 2026-06-30 |
| Vanguard Advisers Inc | $11.9K | 2,469 | 2026-06-30 |
| Blackrock, Inc. | $10.8K | 0 | 2026-06-30 |
| Rossby Financial, Lcc | $10K | 31 | 2026-06-30 |
| Lgt Financial Advisors LLC | $7.4K | 2 | 2026-06-30 |
| Comerica Bank | $7.1K | 0 | 2025-12-31 |
| Spire Wealth Management | $6.3K | 3 | 2026-06-30 |
| Park Avenue Securities LLC | $5.3K | 1,908 | 2026-06-30 |
| St Germain D J Co Inc | $5.3K | 0 | 2026-06-30 |
| Sbi Securities Co., Ltd. | $4.3K | 0 | 2026-06-30 |
| Fifth Third Bancorp | $3.7K | 0 | 2026-06-30 |
| Strategic Wealth Partners, Ltd. | $3.5K | 0 | 2026-06-30 |
| Bank of Montreal /can | $3.3K | 0 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $1.4K | 0 | 2026-06-30 |
| Flow Traders U.S. LLC | $688 | 0 | 2026-06-30 |
| Wayfinding Financial, LLC | $688 | 2 | 2026-06-30 |
| Tower Research Capital LLC (trc) | $427 | 0 | 2026-06-30 |
| Halbert Hargrove Global Advisors, LLC | $285 | 43 | 2026-06-30 |
| Capital Analysts, LLC | $58 | 608 | 2026-06-30 |
| Motiv8 Investments LLC | $1 | 10 | 2025-12-31 |