| State Street Corp | $44.9M | 0 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $9.8M | 0 | 2026-06-30 |
| Morgan Stanley | $3.2M | 23,185 | 2026-06-30 |
| Lpl Financial LLC | $3.2M | 23,458 | 2026-06-30 |
| Bank of America Corp /de | $3.1M | 0 | 2026-06-30 |
| Envestnet Pmc | $2.8M | 60 | 2026-06-30 |
| Raymond James Financial Inc | $1.7M | 0 | 2026-06-30 |
| Susquehanna International Group, LLP | $1.5M | 0 | 2026-06-30 |
| Truist Financial Corp | $1.5M | 0 | 2026-06-30 |
| Royal Bank of Canada | $865K | 0 | 2026-06-30 |
| UBS Group AG | $862.4K | 0 | 2026-06-30 |
| Invera Wealth Advisors, LLC | $803.4K | 2 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $571.2K | 480 | 2026-06-30 |
| Jones Financial Companies LLLP | $553.1K | 0 | 2026-06-30 |
| Fingerlakes Wealth Management, Inc. | $541K | 4 | 2026-06-30 |
| Cwc Advisors, Llc. | $459.5K | 5 | 2026-06-30 |
| Wealth Analytics Partners, LLC | $443.5K | 5 | 2026-06-30 |
| Mariner, LLC | $371.3K | 0 | 2026-06-30 |
| Aqr Capital Management LLC | $348.9K | 1 | 2026-06-30 |
| Wealthcare Advisory Partners LLC | $295.9K | 170 | 2026-06-30 |
| United Capital Financial Advisors, LLC | $288.1K | 166 | 2026-06-30 |
| Mather Group, Llc. | $270.9K | 110 | 2026-06-30 |
| Monument Group Wealth Advisors, LLC | $264K | 3 | 2026-06-30 |
| Osaic Holdings, Inc. | $252.8K | 0 | 2026-06-30 |
| Franklin Resources Inc | $234.2K | 0 | 2026-06-30 |
| Cary Street Partners Financial LLC | $217.3K | 0 | 2026-06-30 |
| Bond & Devick Wealth Partners | $216.9K | 10 | 2026-06-30 |
| Mra Advisory Group | $211.7K | 8 | 2026-06-30 |
| Boston Trust Walden Inc. | $210K | 0 | 2026-06-30 |
| Harbour Investments, Inc. | $181.5K | 247 | 2026-06-30 |
| Newedge Advisors | $150.7K | 601 | 2026-06-30 |
| Ifg Advisory, LLC | $150.6K | 110 | 2026-06-30 |
| Cwm, LLC | $140K | 667 | 2026-03-31 |
| Harbor Asset Planning, Inc. | $138.8K | 2 | 2026-06-30 |
| Smartleaf Asset Management LLC | $99.8K | 9 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $74.6K | 21 | 2026-06-30 |
| Ballast Advisors LLC | $43.5K | 6 | 2026-06-30 |
| Farther Finance Advisors, LLC | $29.6K | 334 | 2026-06-30 |
| Fmr LLC | $28.4K | 0 | 2026-06-30 |
| Private Wealth Management Group, LLC | $24.2K | 7 | 2026-06-30 |
| Golden State Wealth Management, LLC | $12.9K | 47 | 2026-06-30 |
| Advisornet Wealth Partners | $8K | 58 | 2026-06-30 |
| Betterment LLC | $6.5K | 28 | 2026-06-30 |
| Flow Traders U.S. LLC | $946 | 0 | 2026-06-30 |
| Wells Fargo & Company/mn | $4 | 0 | 2026-06-30 |