| PGIM Custom Harvest LLC | 3.75M | Jun 30, 26 | +2.37M | 60.74% |
| ASSETMARK, INC | 658.64K | Jun 30, 26 | +70.95K | 10.66% |
| WealthPlan Investment Management, LLC | 130.28K | Jun 30, 26 | -10.67K | 2.11% |
| Accurate Wealth Management, LLC | 52.35K | Jun 30, 26 | +12.97K | 0.85% |
| D. E. Shaw & Co., Inc. | 28.97K | Jun 30, 26 | +28.97K | 0.47% |
| Sanctuary Advisors, LLC | 25.12K | Jun 30, 26 | +15.53K | 0.41% |
| Daybright Advisory Services, Inc. | 23.74K | Jun 30, 26 | +11.80K | 0.38% |
| WealthPLAN Partners, LLC | 22.73K | Jun 30, 26 | +8.92K | 0.37% |
| GOLDMAN SACHS GROUP INC | 20.10K | Jun 30, 26 | +20.10K | 0.33% |
| PFG Investments, LLC | 16.50K | Jun 30, 26 | +6.30K | 0.27% |
| JANE STREET GROUP, LLC | 16.45K | Jun 30, 26 | -34.75K | 0.27% |
| CITADEL ADVISORS LLC | 13.78K | Jun 30, 26 | +13.78K | 0.22% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12.66K | Jun 30, 26 | -22.68K | 0.20% |
| Alteri Wealth LLC | 11.02K | Jun 30, 26 | +11.02K | 0.18% |
| Center For Asset Management LLC | 8.32K | Jun 30, 26 | +8.32K | 0.13% |
| Allspring Global Investments Holdings, LLC | 7.41K | Jun 30, 26 | +7.41K | 0.12% |
| LUTS & GREENLEIGH GROUP, INC | 7.35K | Jun 30, 26 | +7.35K | 0.12% |
| JPMORGAN CHASE & CO | 3.99K | Jun 30, 26 | +1.03K | 0.06% |
| Capital Investment Advisory Services, LLC | 2.07K | Jun 30, 26 | +1.94K | 0.03% |
| TUCKER ASSET MANAGEMENT LLC | 1.36K | Jun 30, 26 | +1.36K | 0.02% |
| Cape Investment Advisory, Inc. | 1.31K | Jun 30, 26 | +1.31K | 0.02% |
| WELLS FARGO & COMPANY/MN | 838 | Jun 30, 26 | +838 | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 491 | Jun 30, 26 | +395 | 0.01% |
| VAN ECK ASSOCIATES CORP | 478 | Jun 30, 26 | -- | 0.01% |
| Ameritas Advisory Services, LLC | 430 | Jun 30, 26 | +430 | 0.01% |
| Rossby Financial, LCC | 353 | Jun 30, 26 | -4 | 0.01% |
| ROYAL BANK OF CANADA | 305 | Jun 30, 26 | -635 | 0.00% |
| MORGAN STANLEY | 268 | Jun 30, 26 | +170 | 0.00% |
| FIFTH THIRD BANCORP | 262 | Jun 30, 26 | -- | 0.00% |
| Continuum Advisory, LLC | 102 | Jun 30, 26 | +102 | 0.00% |
| Global Retirement Partners, LLC | 92 | Jun 30, 26 | +92 | 0.00% |
| US BANCORP \DE\ | 66 | Jun 30, 26 | -- | 0.00% |
| HRT FINANCIAL LP | -- | Jun 30, 26 | -29.03K | -- |
| COMERICA BANK | 2.07K | Dec 31, 25 | -124 | 0.03% |