| Betterment LLC | 1.16M | Jun 30, 26 | +33.36K | 74.28% |
| JANE STREET GROUP, LLC | 76.34K | Jun 30, 26 | -54.63K | 4.89% |
| CITADEL ADVISORS LLC | 29.50K | Jun 30, 26 | +29.50K | 1.89% |
| LPL Financial LLC | 8.10K | Jun 30, 26 | +48 | 0.52% |
| Wealthfront Advisers LLC | 5.11K | Jun 30, 26 | -290 | 0.33% |
| Integrated Wealth Concepts LLC | 2.78K | Jun 30, 26 | +2.78K | 0.18% |
| FMR LLC | 1.99K | Jun 30, 26 | +586 | 0.13% |
| ADVISOR GROUP HOLDINGS, INC. | 1.48K | Jun 30, 26 | +9 | 0.09% |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.20K | Jun 30, 26 | -- | 0.08% |
| Rockefeller Capital Management L.P. | 1.18K | Jun 30, 26 | +9 | 0.08% |
| UBS Group AG | 1.15K | Jun 30, 26 | +1.15K | 0.07% |
| MORGAN STANLEY | 904 | Jun 30, 26 | -1.96K | 0.06% |
| FRANKLIN RESOURCES INC | 225 | Jun 30, 26 | +225 | 0.01% |
| HANTZ FINANCIAL SERVICES, INC. | 60 | Jun 30, 26 | +60 | 0.00% |
| US BANCORP \DE\ | 25 | Jun 30, 26 | -- | 0.00% |
| Medallion Wealth Advisors, LLC | 23 | Jun 30, 26 | -- | 0.00% |
| Oakworth Capital, Inc. | 23 | Jun 30, 26 | +23 | 0.00% |
| Silver Grove Financial Group, Inc. | 21 | Jun 30, 26 | -- | 0.00% |
| FIFTH THIRD BANCORP | 11 | Jun 30, 26 | +11 | 0.00% |
| MASECO LLP | 4 | Jun 30, 26 | -- | 0.00% |
| WELLS FARGO & COMPANY/MN | 2 | Jun 30, 26 | +1 | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | Jun 30, 26 | -31 | 0.00% |
| HFM Investment Advisors, LLC | 1 | Jun 30, 26 | -- | 0.00% |
| SOA Wealth Advisors, LLC. | -- | Jun 30, 26 | -13 | -- |
| JONES FINANCIAL COMPANIES LLLP | -- | Jun 30, 26 | -36 | -- |
| Aventura Private Wealth, LLC | -- | Jun 30, 26 | -176 | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -- | Jun 30, 26 | -385 | -- |
| Squar Milner Financial Services LLC | 70 | Mar 31, 20 | +70 | 0.00% |