| ALLIANCEBERNSTEIN L.P. | 30.61M | Jun 30, 26 | +250.38K | 72.99% |
| Dynasty Wealth Management, LLC | 8.63M | Jun 30, 26 | +367.32K | 20.57% |
| OpenArc Corporate Advisory, LLC | 4.91M | Jun 30, 26 | +288.49K | 11.72% |
| JPMORGAN CHASE & CO | 3.59M | Jun 30, 26 | +144.36K | 8.56% |
| SAGESPRING WEALTH PARTNERS, LLC | 2.78M | Jun 30, 26 | +73.77K | 6.62% |
| UNIQUE WEALTH, LLC | 428.46K | Jun 30, 26 | +64.34K | 1.02% |
| LPL Financial LLC | 347.33K | Jun 30, 26 | +174.44K | 0.83% |
| Centerline Wealth Advisors, LLC | 294.07K | Jun 30, 26 | -2.79K | 0.70% |
| Warner Group LLC | 166.92K | Jun 30, 26 | +97.19K | 0.40% |
| JANE STREET GROUP, LLC | 149.79K | Jun 30, 26 | +149.79K | 0.36% |
| Cyndeo Wealth Partners, LLC | 88.25K | Jun 30, 26 | +17.02K | 0.21% |
| Cresset Asset Management, LLC | 48.27K | Jun 30, 26 | +17.24K | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 31.35K | Jun 30, 26 | -20.88K | 0.07% |
| ENVESTNET ASSET MANAGEMENT INC | 30.84K | Jun 30, 26 | +25.20K | 0.07% |
| Private Advisor Group, LLC | 23.14K | Jun 30, 26 | +1.71K | 0.06% |
| Fairvoy Private Wealth, LLC | 22.09K | Jun 30, 26 | +2.54K | 0.05% |
| Legacy Wealth Advisors, LLC | 21.53K | Jun 30, 26 | +9.64K | 0.05% |
| CITADEL ADVISORS LLC | 21.27K | Jun 30, 26 | +21.27K | 0.05% |
| PUREfi Wealth, LLC | 15.39K | Jun 30, 26 | +3.46K | 0.04% |
| RASP WEALTH SOLUTIONS, LLC | 15.07K | Jun 30, 26 | +15.07K | 0.04% |
| KEYBANK NATIONAL ASSOCIATION/OH | 11.47K | Jun 30, 26 | -- | 0.03% |
| TRUIST FINANCIAL CORP | 10.11K | Jun 30, 26 | +4.47K | 0.02% |
| Quotient Wealth Partners, LLC | 9.49K | Jun 30, 26 | -437 | 0.02% |
| MORGAN STANLEY | 9.37K | Jun 30, 26 | +8.96K | 0.02% |
| FLAGSHIP HARBOR ADVISORS, LLC | 9.09K | Jun 30, 26 | -215 | 0.02% |
| US BANCORP \DE\ | 7.71K | Jun 30, 26 | -- | 0.02% |
| GLENMEDE TRUST CO NA | 6.59K | Jun 30, 26 | -391 | 0.02% |
| NewEdge Wealth, LLC | 6.28K | Jun 30, 26 | -1 | 0.01% |
| Vise Technologies, Inc. | 6.28K | Jun 30, 26 | +6.28K | 0.01% |
| UBS Group AG | 6.03K | Jun 30, 26 | +6.03K | 0.01% |
| Prossimo Advisors, LLC | 5.10K | Jun 30, 26 | +307 | 0.01% |
| FIFTH THIRD BANCORP | 4.40K | Jun 30, 26 | +4.40K | 0.01% |
| ROYAL BANK OF CANADA | 3.41K | Jun 30, 26 | +3.41K | 0.01% |
| Innovative Asset Advisors Group, LLC | 1.18K | Jun 30, 26 | +1.18K | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 932 | Jun 30, 26 | +932 | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 713 | Jun 30, 26 | +666 | 0.00% |
| Lummis Asset Management, LP | 713 | Jun 30, 26 | +713 | 0.00% |
| ALERUS FINANCIAL NA | 710 | Jun 30, 26 | +710 | 0.00% |
| Heritage Wealth Advisors | 546 | Jun 30, 26 | +546 | 0.00% |
| Global Retirement Partners, LLC | 508 | Jun 30, 26 | +508 | 0.00% |
| Aptus Capital Advisors, LLC | 185 | Jun 30, 26 | -- | 0.00% |
| PRIVATE TRUST CO NA | 170 | Jun 30, 26 | +150 | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 131 | Jun 30, 26 | +131 | 0.00% |
| NewEdge Advisors, LLC | 72 | Jun 30, 26 | +72 | 0.00% |
| Integrated Wealth Concepts LLC | 67 | Jun 30, 26 | +67 | 0.00% |
| Pathstone Holdings, LLC | -- | Jun 30, 26 | -33.07K | -- |
| OLD MISSION CAPITAL LLC | -- | Jun 30, 26 | -6.33K | -- |
| TritonPoint Partners, LLC | -- | Jun 30, 26 | -16.02K | -- |
| Storen Legacy Partners, LLC | -- | Jun 30, 26 | -145.31K | -- |
| Rockefeller Capital Management L.P. | -- | Jun 30, 26 | -1.10K | -- |
| Platform Technology Partners | -- | Jun 30, 26 | -5.06K | -- |