| Morgan Stanley | $10.8M | 23,185 | 2026-06-30 |
| Bank of America Corp /de | $7.9M | 0 | 2026-06-30 |
| Cambria Investment Management, LP | $6.1M | 1 | 2026-06-30 |
| Riverfront Investment Group, LLC | $5.7M | 30 | 2026-06-30 |
| Arq Wealth Advisors, LLC | $4.9M | 15 | 2026-06-30 |
| Jpmorgan Chase & Co | $2.5M | 0 | 2026-06-30 |
| HSBC Holdings PLC | $2.2M | 0 | 2026-06-30 |
| Lpl Financial LLC | $2.1M | 23,458 | 2026-06-30 |
| Forthright Family Wealth Advisory LLC | $1.1M | 1 | 2026-06-30 |
| Convergence Financial, LLC | $730.4K | 29 | 2026-06-30 |
| Focus Financial | $646.3K | 121 | 2026-06-30 |
| Pure Financial Advisors, LLC | $627.7K | 88 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $598.2K | 481 | 2026-06-30 |
| 5t Wealth, LLC | $576.4K | 4 | 2026-06-30 |
| Jane Street Group, LLC | $537.5K | 0 | 2026-06-30 |
| Gts Securities LLC | $467.1K | 0 | 2026-06-30 |
| Susquehanna International Group, LLP | $447.1K | 0 | 2026-06-30 |
| Farther Finance Advisors, LLC | $430.9K | 334 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $366.6K | 480 | 2026-06-30 |
| UBS Group AG | $258.3K | 0 | 2026-06-30 |
| Dynamic | $201.6K | 75 | 2026-06-30 |
| Osaic Holdings, Inc. | $133.2K | 0 | 2026-06-30 |
| Gamma Investing LLC | $39.6K | 7 | 2026-06-30 |
| Royal Bank of Canada | $32K | 0 | 2026-06-30 |
| Mather Group, Llc. | $28.2K | 110 | 2026-06-30 |
| Cwm, LLC | $24.6K | 667 | 2026-03-31 |
| Rockefeller Capital Management LP | $14.9K | 346 | 2026-06-30 |
| Lgt Financial Advisors LLC | $9.2K | 2 | 2026-06-30 |
| Bank of Montreal /can | $4.3K | 0 | 2026-06-30 |
| Alphacore Capital LLC | $3.5K | 69 | 2026-06-30 |
| Fifth Third Bancorp | $3.3K | 0 | 2026-06-30 |
| Comerica Bank | $2.2K | 0 | 2025-12-31 |
| UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC | $2K | 0 | 2026-06-30 |
| Harbor Investment Advisory, LLC | $1.8K | 31 | 2026-06-30 |
| Elevated Capital Advisors, LLC | $1.7K | 20 | 2026-06-30 |
| Arax Advisory Partners | $1.7K | 232 | 2026-06-30 |
| Evolution Wealth Management Inc. | $1.3K | 3 | 2026-06-30 |
| Virtus Fixed Income Advisers, LLC | $524 | 4 | 2026-06-30 |
| Wells Fargo & Company/mn | $26 | 0 | 2026-06-30 |