| Hightower Advisors, LLC | $36.9M | 1,046 | 2026-06-30 |
| Raymond James Financial Inc | $8M | 0 | 2026-06-30 |
| Morgan Stanley | $7.5M | 23,185 | 2026-06-30 |
| Royal Bank of Canada | $6.9M | 0 | 2026-06-30 |
| Mercer Global Advisors Inc /adv | $4.2M | 0 | 2026-06-30 |
| Truist Financial Corp | $4.1M | 0 | 2026-06-30 |
| UBS Group AG | $3.5M | 0 | 2026-06-30 |
| Stifel Financial Corp | $2.7M | 0 | 2026-06-30 |
| Lpl Financial LLC | $2.6M | 23,458 | 2026-06-30 |
| Cetera Investment Advisers | $2.3M | 10,370 | 2026-06-30 |
| Ameriprise Financial Inc | $2.2M | 0 | 2026-06-30 |
| Wells Fargo & Company/mn | $1.8M | 0 | 2026-06-30 |
| Nilsine Partners, LLC | $1.8M | 15 | 2026-06-30 |
| Susquehanna International Group, LLP | $1.4M | 0 | 2026-06-30 |
| Envestnet Pmc | $1.2M | 60 | 2026-06-30 |
| Edelman Financial Engines | $800.5K | 722 | 2026-06-30 |
| Jane Street Group, LLC | $789.5K | 0 | 2026-06-30 |
| Hennion & Walsh Asset Management, Inc. | $776.5K | 71 | 2026-06-30 |
| Quantinno Capital Management LP | $746.9K | 0 | 2026-06-30 |
| Jpmorgan Chase & Co | $720.6K | 0 | 2026-06-30 |
| Prospera Financial Services, Inc. | $605.4K | 270 | 2026-06-30 |
| Private Advisor Group, LLC | $603.5K | 927 | 2026-06-30 |
| Equitable Holdings, Inc. | $595.3K | 0 | 2026-06-30 |
| Independent Financial Group, LLC | $559.8K | 481 | 2026-06-30 |
| Wellington Shields & Co., LLC | $498.9K | 24 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $385.5K | 2,863 | 2026-06-30 |
| Trust Co of Vermont | $382.3K | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $377.3K | 0 | 2026-06-30 |
| Minichmacgregor Wealth Management, LLC | $367.9K | 8 | 2026-06-30 |
| Kkm Financial LLC | $334.9K | 1 | 2026-06-30 |
| Jones Financial Companies LLLP | $313.6K | 0 | 2026-06-30 |
| Johnson Financial Group, LLC | $292.1K | 35 | 2026-06-30 |
| Mather Group, Llc. | $290.6K | 110 | 2026-06-30 |
| Citadel Advisors LLC | $272.4K | 0 | 2026-06-30 |
| Goldman Sachs Group Inc | $264.6K | 0 | 2026-06-30 |
| Davenport & Co LLC | $260.4K | 339 | 2026-06-30 |
| Princeton Global Asset Management LLC | $259.4K | 17 | 2026-06-30 |
| Western Financial Corp/ca | $235.5K | 3 | 2026-06-30 |
| Global View Capital Management LLC | $231.8K | 101 | 2026-06-30 |
| Pfg Investments, LLC | $203.6K | 0 | 2026-06-30 |
| Soa Wealth Advisors, Llc. | $166K | 10 | 2026-06-30 |
| US Bancorp | $141K | 0 | 2026-06-30 |
| Sbi Securities Co., Ltd. | $91.5K | 0 | 2026-06-30 |
| Institute for Wealth Management, Llc. | $81.4K | 13 | 2026-06-30 |
| Citigroup Inc | $75.3K | 0 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $73.6K | 480 | 2026-06-30 |
| O'Shaughnessy Asset Management, LLC | $69.2K | 58 | 2026-06-30 |
| McDonald Partners LLC | $46.1K | 24 | 2026-06-30 |
| Clearstead; Clearstead Advisory Solutions | $43.5K | 64 | 2026-06-30 |
| Federation Des Caisses Desjardins Du Quebec | $38.8K | 0 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $33.1K | 0 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $30.9K | 481 | 2026-06-30 |
| Ritter Daniher Financial Advisory LLC / de | $30.5K | 0 | 2026-06-30 |
| Jfs Wealth Advisors, LLC | $21.5K | 33 | 2026-06-30 |
| Compagnie Lombard Odier Scma | $19.6K | 0 | 2026-06-30 |
| National Bank of Canada /fi | $16.5K | 0 | 2026-06-30 |
| Asset Dedication, LLC | $14.9K | 11 | 2026-06-30 |
| Harborfront Financial Group LLC | $13.8K | 4 | 2026-06-30 |
| Cwm, LLC | $13.4K | 667 | 2026-03-31 |
| Cgc Financial Services, LLC | $12.6K | 7 | 2026-06-30 |
| Whittier Trust Co | $11.3K | 0 | 2026-06-30 |
| Eversource Wealth Advisors, LLC | $10.7K | 77 | 2026-06-30 |
| Atlantic Union Bankshares Corp | $9.4K | 0 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $8.8K | 0 | 2026-06-30 |
| Rockefeller Capital Management LP | $8.5K | 346 | 2026-06-30 |
| Fifth Third Bancorp | $7.9K | 0 | 2026-06-30 |
| Pacific Center for Financial Services | $7.4K | 5 | 2026-06-30 |
| Evelyn Partners Group Ltd | $6.8K | 0 | 2026-06-30 |
| Evelyn Partners Investment Management Services Ltd | $6.2K | 0 | 2026-03-31 |
| Allworth Financial, LP | $5.9K | 317 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $5.7K | 21 | 2026-06-30 |
| Harel Insurance Investments & Financial Services Ltd. | $3.2K | 0 | 2026-06-30 |
| Cornerstone Planning Group LLC | $2.9K | 23 | 2026-06-30 |
| Wilmington Savings Fund Society, Fsb | $2K | 0 | 2026-06-30 |
| Flow Traders U.S. LLC | $945 | 0 | 2026-06-30 |
| Comerica Bank | $579 | 0 | 2025-12-31 |
| Corecap Advisors, LLC | $529 | 118 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $451 | 3,940 | 2026-03-31 |
| Colorado Capital Management, Inc. | $289 | 10 | 2026-06-30 |