| Northwest & Ethical Investments LP | $158.3M | 0 | 2026-06-30 |
| Maseco LLP | $56.9M | 8 | 2026-06-30 |
| Willow Creek Wealth Management Inc. | $15.6M | 10 | 2025-09-30 |
| Fmr LLC | $14.1M | 0 | 2026-06-30 |
| Hub Investment Partners, LLC | $9.8M | 118 | 2026-06-30 |
| Menora Mivtachim Holdings Ltd. | $9.3M | 0 | 2026-06-30 |
| Mercer Global Advisors Inc /adv | $7.7M | 0 | 2026-06-30 |
| Corient Private Wealth LP | $7.1M | 674 | 2026-06-30 |
| Highland Financial Advisors, LLC | $6.4M | 8 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $6M | 2,863 | 2026-06-30 |
| Riverwater Partners LLC | $5.6M | 6 | 2026-06-30 |
| Lpl Financial LLC | $5.5M | 23,458 | 2026-06-30 |
| Ep Wealth Advisors, LLC | $5.4M | 338 | 2026-06-30 |
| Hightower Advisors, LLC | $4.5M | 1,046 | 2026-06-30 |
| Susquehanna International Group, LLP | $4.4M | 0 | 2026-06-30 |
| Longview Asset Management LLC | $4.1M | 0 | 2025-12-31 |
| Clarity Asset Management, Inc. | $3.7M | 2 | 2026-06-30 |
| Trailhead Planners LLC | $3.4M | 2 | 2026-06-30 |
| Freedom Day Solutions, LLC | $3.4M | 5 | 2026-06-30 |
| Fiduciary Financial Advisors | $3.3M | 51 | 2026-06-30 |
| Waverly Advisors, LLC | $3.2M | 231 | 2026-06-30 |
| Focus Partners Wealth | $3.1M | 1,048 | 2026-06-30 |
| Envestnet Pmc | $2.6M | 60 | 2026-06-30 |
| Greenspring Advisors, LLC | $2.5M | 44 | 2026-06-30 |
| Newedge Advisors | $2.4M | 601 | 2026-06-30 |
| Wealthstream Advisors, Inc. | $2.2M | 0 | 2025-09-30 |
| Mason & Associates Inc | $2.2M | 8 | 2026-06-30 |
| Northland Capital Management LLC | $2.1M | 3 | 2026-06-30 |
| Jane Street Group, LLC | $2.1M | 0 | 2026-06-30 |
| Prime Buchholz LLC | $2M | 6 | 2026-06-30 |
| Trellis Wealth Advisors LLC | $2M | 4 | 2026-06-30 |
| Revolve Wealth Partners, LLC | $1.6M | 14 | 2026-06-30 |
| Mb Generational Wealth, LLC | $1.6M | 3 | 2026-06-30 |
| Focus Partners Advisor Solutions, LLC | $1.4M | 42 | 2026-06-30 |
| Henrickson Nauta Wealth Advisors, Inc. | $1.4M | 10 | 2026-06-30 |
| Md Financial Advisors / Vestment Financial | $1.3M | 13 | 2026-06-30 |
| Burton Enright Welch | $1.2M | 12 | 2026-06-30 |
| Hill Island Financial LLC | $1.2M | 8 | 2026-06-30 |
| Mariner, LLC | $1.2M | 0 | 2026-06-30 |
| Truist Financial Corp | $1.1M | 0 | 2026-06-30 |
| Savant Wealth Management | $1.1M | 405 | 2026-06-30 |
| Team Hewins, LLC | $980.3K | 23 | 2026-06-30 |
| Bridgewater Advisors Inc. | $962.2K | 14 | 2026-06-30 |
| Opes Wealth Management LLC | $930.5K | 0 | 2026-03-31 |
| Osaic Holdings, Inc. | $846.9K | 0 | 2026-06-30 |
| Trademark Financial Management, LLC | $823.1K | 2 | 2026-06-30 |
| Journey Strategic Wealth LLC | $811.7K | 0 | 2026-03-31 |
| Calton & Associates, Inc. | $810.5K | 140 | 2026-06-30 |
| Citadel Advisors LLC | $800.8K | 0 | 2026-06-30 |
| Dynamic | $795K | 75 | 2026-06-30 |
| Abacus Wealth Partners, LLC | $788.5K | 50 | 2026-06-30 |
| Diversified Portfolios, Inc. | $743.6K | 10 | 2026-06-30 |
| Financial Plan, Inc. | $715.1K | 13 | 2026-06-30 |
| Bank of New York Mellon Corp | $633.2K | 0 | 2026-06-30 |
| Hb Wealth Management, LLC | $590.7K | 169 | 2026-06-30 |
| Tarbox Family Office, Inc. | $538.8K | 6 | 2026-06-30 |
| Signature Resources Capital Management, LLC | $518.4K | 0 | 2026-06-30 |
| Tortoise Investment Management, LLC | $484.9K | 15 | 2026-06-30 |
| Plancorp, LLC | $465.5K | 52 | 2026-06-30 |
| Kelman-Lazarov, Inc. | $455.3K | 13 | 2026-06-30 |
| Kestra Advisory Services, LLC | $453.3K | 1,479 | 2026-06-30 |
| Fmb Wealth Management | $441.7K | 8 | 2026-06-30 |
| Tci Wealth Advisors, Inc. | $419.7K | 46 | 2026-06-30 |
| Oak Wealth Advisors LLC | $410.7K | 3 | 2026-06-30 |
| Torren Management, LLC | $397.6K | 4 | 2026-06-30 |
| Passive Capital Management, Llc. | $385.4K | 7 | 2026-06-30 |
| Verus Wealth Management, LLC | $383K | 1 | 2026-06-30 |
| Pathstone Holdings, LLC | $379.2K | 0 | 2026-06-30 |
| Red Lighthouse Investment Management, LLC | $371.5K | 1 | 2026-06-30 |
| Gts Financial, LLC | $353.4K | 3 | 2026-06-30 |
| North Ridge Wealth Advisors, Inc. | $352.6K | 0 | 2026-03-31 |
| Evanson Financial, LLC | $330.1K | 4 | 2026-06-30 |
| Pacific Asset Management, LLC | $309.3K | 0 | 2026-06-30 |
| Evanson Asset Management, LLC | $300.2K | 0 | 2026-03-31 |
| Sprinkle Financial Consultants LLC | $296.7K | 3 | 2026-06-30 |
| Caliber Wealth Management, LLC / Ks | $275.3K | 14 | 2026-06-30 |
| Axxcess Wealth Management, LLC | $260.4K | 38 | 2026-06-30 |
| Professional Financial Solutions LLC /adv | $256.7K | 0 | 2026-06-30 |
| Goepper Burkhardt LLC | $247.6K | 3 | 2026-06-30 |
| Marble Trail Advisors | $242.1K | 4 | 2026-06-30 |
| Pearl Planning | $238.5K | 6 | 2026-06-30 |
| Morgan Stanley | $237.6K | 23,185 | 2026-06-30 |
| Wealthcollab, LLC | $230.5K | 1 | 2026-06-30 |
| Austin Asset | $230.1K | 15 | 2026-06-30 |
| Enrich Financial Partners LLC | $226.1K | 4 | 2026-06-30 |
| Grand Wealth Management, LLC | $223.7K | 7 | 2026-06-30 |
| Creative Planning | $213.1K | 1,171 | 2026-06-30 |
| Eq LLC | $211.1K | 9 | 2026-06-30 |
| Aire Advisors, LLC | $207.1K | 12 | 2026-06-30 |
| Orion Capital Management LLC | $182.9K | 4 | 2026-06-30 |
| True Wealth Design, LLC | $144.5K | 7 | 2026-06-30 |
| Milestone Investment Advisors LLC | $141.1K | 7 | 2026-06-30 |
| Kayne Anderson Rudnick Investment Management LLC | $131.7K | 36 | 2026-06-30 |
| Cwm, LLC | $131.6K | 667 | 2026-03-31 |
| Sankala Group LLC | $115.3K | 4 | 2026-06-30 |
| Farther Finance Advisors, LLC | $40.7K | 334 | 2026-06-30 |
| Elevation Wealth Partners, LLC | $28.4K | 0 | 2026-06-30 |
| Harbour Investments, Inc. | $23.4K | 247 | 2026-06-30 |
| Sjs Investment Services | $12.9K | 19 | 2026-06-30 |
| Asset Dedication, LLC | $12.7K | 11 | 2026-06-30 |
| Royal Bank of Canada | $11K | 0 | 2026-06-30 |
| Morris Financial Concepts, Inc. | $3K | 1 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $2.6K | 481 | 2026-06-30 |
| Flow Traders U.S. LLC | $2.2K | 0 | 2026-06-30 |
| Capital Analysts, LLC | $1.5K | 608 | 2026-06-30 |