| Blue Trust, Inc. | $364.8M | 0 | 2026-06-30 |
| Vident Advisory, LLC | $21.9M | 6 | 2026-06-30 |
| Compound Planning, Inc. | $1.4M | 75 | 2026-06-30 |
| Sapient Capital LLC | $1.4M | 37 | 2026-06-30 |
| Jane Street Group, LLC | $1.4M | 0 | 2026-06-30 |
| Jones Financial Companies LLLP | $1.2M | 0 | 2026-06-30 |
| Worthpointe, LLC | $1.1M | 7 | 2026-06-30 |
| Strategic Blueprint, LLC | $867.9K | 55 | 2026-06-30 |
| Farther Finance Advisors, LLC | $629.4K | 334 | 2026-06-30 |
| Lpl Financial LLC | $620.7K | 23,458 | 2026-06-30 |
| Truist Financial Corp | $606.9K | 0 | 2026-06-30 |
| Goldman Sachs Group Inc | $588.5K | 0 | 2026-06-30 |
| Oneascent Financial Services LLC | $407.3K | 85 | 2026-06-30 |
| Citadel Advisors LLC | $390.1K | 0 | 2026-06-30 |
| Insight Wealth Partners, LLC | $357.9K | 15 | 2026-06-30 |
| Summit Investment Advisory Services | $341.1K | 8 | 2026-06-30 |
| Mercer Global Advisors Inc /adv | $301.7K | 0 | 2026-06-30 |
| Trustwell Financial Advisors, LLC | $300.2K | 5 | 2026-06-30 |
| Mai Capital Management | $229.1K | 308 | 2026-06-30 |
| Fmr LLC | $134.8K | 0 | 2026-06-30 |
| Assetmark, Inc | $94K | 220 | 2026-06-30 |
| Morgan Stanley | $79.5K | 23,185 | 2026-06-30 |
| Royal Bank of Canada | $52K | 0 | 2026-06-30 |
| Kings Path Partners LLC | $43.7K | 4 | 2026-06-30 |
| Ima Advisory Services, Inc. | $12.1K | 48 | 2026-06-30 |
| Osaic Holdings, Inc. | $11K | 0 | 2026-06-30 |
| Eversource Wealth Advisors, LLC | $10.8K | 77 | 2026-06-30 |
| Bank of Montreal /can | $6.1K | 0 | 2026-06-30 |
| TD Waterhouse Canada Inc. | $5.4K | 0 | 2026-06-30 |
| Flow Traders U.S. LLC | $2.5K | 0 | 2026-06-30 |
| Inspire Investing, LLC | $38 | 12 | 2026-06-30 |
| Wells Fargo & Company/mn | $10 | 0 | 2026-06-30 |