| Beta Wealth Group, Inc. | 42.84K | Jun 30, 26 | +4.89K | 9.31% |
| ROYAL BANK OF CANADA | 31.58K | Jun 30, 26 | +6.61K | 6.87% |
| Cetera Investment Advisers | 16.38K | Jun 30, 26 | +2.26K | 3.56% |
| ENVESTNET ASSET MANAGEMENT INC | 13.75K | Jun 30, 26 | +13.75K | 2.99% |
| MML INVESTORS SERVICES, LLC | 13.02K | Jun 30, 26 | +13.02K | 2.83% |
| LPL Financial LLC | 11.99K | Jun 30, 26 | -346 | 2.61% |
| Rossby Financial, LCC | 10.31K | Jun 30, 26 | +10.31K | 2.24% |
| JANE STREET GROUP, LLC | 9.54K | Jun 30, 26 | +9.54K | 2.07% |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.50K | Jun 30, 26 | +1.50K | 0.33% |
| Allworth Financial LP | 900 | Jun 30, 26 | -- | 0.20% |
| Global Retirement Partners, LLC | 305 | Jun 30, 26 | +305 | 0.07% |
| OSAIC HOLDINGS, INC. | 300 | Jun 30, 26 | -- | 0.07% |
| MORGAN STANLEY | 2 | Jun 30, 26 | -- | 0.00% |
| Integrated Wealth Concepts LLC | 1 | Jun 30, 26 | +1 | 0.00% |
| WELLS FARGO & COMPANY/MN | 1 | Jun 30, 26 | -581 | 0.00% |
| JPMORGAN CHASE & CO | -- | Jun 30, 26 | -9 | -- |
| Cambridge Investment Research Advisors, Inc. | -- | Jun 30, 26 | -14.87K | -- |
| BlackRock, Inc. | -- | Jun 30, 26 | -1 | -- |
| UBS Group AG | -- | Jun 30, 26 | -150 | -- |
| Reby Advisors, LLC | 105 | Dec 31, 20 | +105 | 0.02% |
| Shamrock Asset Management LLC | 152 | Sep 30, 19 | +3 | 0.03% |
| MSI Financial Services Inc | 370 | Dec 31, 16 | -- | 0.08% |