| Pgim Custom Harvest LLC | $117.8M | 0 | 2026-06-30 |
| Assetmark, Inc | $20.7M | 220 | 2026-06-30 |
| Wealthplan Investment Management, LLC | $4.1M | 29 | 2026-06-30 |
| Accurate Wealth Management, LLC | $1.6M | 49 | 2026-06-30 |
| D. E. Shaw & Co., LP | $909.5K | 0 | 2026-06-30 |
| Sanctuary Advisors, LLC | $788.6K | 401 | 2026-06-30 |
| Daybright Advisory Services, Inc. | $717.9K | 19 | 2026-06-30 |
| Wealthplan Partners, LLC | $713.7K | 26 | 2026-06-30 |
| Goldman Sachs Group Inc | $630.9K | 0 | 2026-06-30 |
| Pfg Investments, LLC | $518K | 0 | 2026-06-30 |
| Jane Street Group, LLC | $516.5K | 0 | 2026-06-30 |
| Citadel Advisors LLC | $432.4K | 0 | 2026-06-30 |
| Susquehanna International Group, LLP | $397.5K | 0 | 2026-06-30 |
| Alteri Wealth LLC | $345.8K | 2 | 2026-06-30 |
| Center for Asset Management, LLC | $261.3K | 2 | 2026-06-30 |
| Lgg Financial | $230.7K | 2 | 2026-06-30 |
| Allspring Global Investments Holdings, LLC | $224.8K | 0 | 2026-06-30 |
| Jpmorgan Chase & Co | $121.9K | 0 | 2026-06-30 |
| Capital Investment Advisory Services, LLC | $65K | 103 | 2026-06-30 |
| Comerica Bank | $54.8K | 0 | 2025-12-31 |
| Tucker Asset Management LLC | $42.8K | 60 | 2026-06-30 |
| Cape Investment Advisory, Inc. | $41.1K | 35 | 2026-06-30 |
| Wells Fargo & Company/mn | $26.3K | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $15.4K | 0 | 2026-06-30 |
| Van Eck Associates Corp. | $15K | 0 | 2026-06-30 |
| Ameritas Advisory Services, LLC | $13.5K | 550 | 2026-06-30 |
| Rossby Financial, Lcc | $11.1K | 31 | 2026-06-30 |
| Royal Bank of Canada | $10K | 0 | 2026-06-30 |
| Morgan Stanley | $8.4K | 23,185 | 2026-06-30 |
| Fifth Third Bancorp | $8.2K | 0 | 2026-06-30 |
| Continuum Advisory, LLC | $3.2K | 40 | 2026-06-30 |
| Global Retirement Partners LLC | $2.9K | 491 | 2026-06-30 |
| US Bancorp | $2.1K | 0 | 2026-06-30 |