| California Public Employees Retirement System | $2B | 0 | 2026-06-30 |
| Jpmorgan Chase & Co | $51M | 0 | 2026-06-30 |
| Benjamin Edwards Inc | $28.7M | 0 | 2026-06-30 |
| Cmh Wealth Management LLC | $27.1M | 6 | 2026-06-30 |
| State of New Jersey Common Pension Fund D | $25.2M | 0 | 2026-06-30 |
| Sei Investments Co | $21.3M | 0 | 2026-06-30 |
| Assetmark, Inc | $14.9M | 220 | 2026-06-30 |
| Prevail Innovative Wealth Advisors, LLC | $6.9M | 30 | 2026-06-30 |
| Magnolia Capital Advisors LLC | $2.6M | 16 | 2026-06-30 |
| Independent Financial Group, LLC | $2.6M | 481 | 2026-06-30 |
| Envestnet Pmc | $1.9M | 60 | 2026-06-30 |
| Principal Securities, Inc. | $1.9M | 1,463 | 2026-06-30 |
| Concurrent Investment Advisors, LLC | $1.3M | 349 | 2026-06-30 |
| Farther Finance Advisors, LLC | $541.4K | 334 | 2026-06-30 |
| Lpl Financial LLC | $417.9K | 23,458 | 2026-06-30 |
| Cadent Capital Advisors, LLC | $412.4K | 11 | 2026-06-30 |
| New Millennium Group LLC | $403.9K | 13 | 2025-12-31 |
| Jones Financial Companies LLLP | $93.8K | 0 | 2026-06-30 |
| Morgan Stanley | $45.4K | 23,185 | 2026-06-30 |
| Continuum Advisory, LLC | $15.9K | 40 | 2026-06-30 |
| Rossby Financial, Lcc | $7.6K | 31 | 2026-06-30 |
| Dhjj Financial Advisors, Ltd. | $5.8K | 7 | 2026-06-30 |
| Osaic Holdings, Inc. | $5.2K | 0 | 2026-06-30 |
| Ae Wealth Management LLC | $5K | 471 | 2026-06-30 |
| Creative Financial Designs Inc /adv | $3.2K | 0 | 2026-06-30 |
| Cwm, LLC | $2.4K | 667 | 2026-03-31 |