| Morgan Stanley | $2.7B | 23,185 | 2026-06-30 |
| Bank of America Corp /de | $1.5B | 0 | 2026-06-30 |
| Lpl Financial LLC | $1.4B | 23,458 | 2026-06-30 |
| UBS Group AG | $831.3M | 0 | 2026-06-30 |
| Wells Fargo & Company/mn | $769.8M | 0 | 2026-06-30 |
| Royal Bank of Canada | $722.1M | 0 | 2026-06-30 |
| Aqr Capital Management LLC | $508.7M | 1 | 2026-06-30 |
| Stifel Financial Corp | $492.3M | 0 | 2026-06-30 |
| Capital Wealth Planning, LLC | $456M | 9 | 2026-06-30 |
| 3edge Asset Management, LP | $431.2M | 15 | 2026-06-30 |
| Envestnet Pmc | $429.9M | 60 | 2026-06-30 |
| Assetmark, Inc | $421.6M | 220 | 2026-06-30 |
| Raymond James Financial Inc | $419.8M | 0 | 2026-06-30 |
| Ieq Capital, LLC | $390M | 197 | 2026-06-30 |
| Banco Bilbao Vizcaya Argentaria, S.A. | $334.3M | 0 | 2026-06-30 |
| Capital International Investors | $309.7M | 0 | 2026-06-30 |
| Westwood Holdings Group Inc | $302.4M | 0 | 2026-06-30 |
| Captrust Financial Advisors | $299.1M | 962 | 2026-06-30 |
| Cetera Investment Advisers | $261.8M | 10,370 | 2026-06-30 |
| Cwm, LLC | $241.1M | 667 | 2026-03-31 |
| Osaic Holdings, Inc. | $224.5M | 0 | 2026-06-30 |
| Oppenheimer Asset Management | $201M | 5 | 2026-06-30 |
| Composition Wealth, LLC | $198.7M | 76 | 2026-06-30 |
| Ashton Thomas Private Wealth, LLC | $197.1M | 96 | 2026-06-30 |
| Agf Management Ltd | $181.7M | 0 | 2026-06-30 |
| Moneta Group Investment Advisors LLC | $176.4M | 256 | 2026-06-30 |
| Permanens Capital LP | $162.9M | 4 | 2026-06-30 |
| Impact Partnership Wealth, LLC | $154.7M | 92 | 2026-06-30 |
| Equitable Holdings, Inc. | $152.9M | 0 | 2026-06-30 |
| Richard Bernstein Advisors LLC | $146M | 0 | 2026-03-31 |
| Rockefeller Capital Management LP | $143.6M | 346 | 2026-06-30 |
| Mbl Advisors | $139.1M | 10 | 2026-06-30 |
| Creative Planning | $127.3M | 1,171 | 2026-06-30 |
| First Eagle Investment Management, LLC | $124.9M | 0 | 2026-03-31 |
| Ameriprise Financial Inc | $120M | 0 | 2026-06-30 |
| Truist Financial Corp | $109.4M | 0 | 2026-06-30 |
| Dakota Wealth Management | $104.2M | 0 | 2026-06-30 |
| Sprott Inc. | $100.9M | 0 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $98.6M | 0 | 2026-06-30 |
| Arrowmark Colorado Holdings LLC | $90M | 0 | 2026-06-30 |
| Mercer Global Advisors Inc /adv | $87.2M | 0 | 2026-06-30 |
| Citigroup Inc | $84.3M | 0 | 2026-06-30 |
| Private Advisor Group, LLC | $80.8M | 927 | 2026-06-30 |
| Foundations Investment Advisors, LLC | $77.1M | 302 | 2026-06-30 |
| Axxcess Wealth Management, LLC | $76.1M | 38 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $72.1M | 2,863 | 2026-06-30 |
| Baird Financial Group, Inc. | $66.7M | 0 | 2026-06-30 |
| Verdence Capital Advisors LLC | $66.4M | 46 | 2026-06-30 |
| Marex Group Ltd | $64.6M | 0 | 2026-06-30 |
| Howard Capital Management, LLC | $64M | 23 | 2026-06-30 |
| Mariner, LLC | $62.5M | 0 | 2026-06-30 |
| Atria Investments, Inc | $62.3M | 6 | 2026-06-30 |
| Merit Financial Group, LLC | $62M | 295 | 2026-06-30 |
| Brookstone Capital Management | $60.8M | 337 | 2026-06-30 |
| Capital Asset Advisory Services LLC | $60M | 69 | 2026-06-30 |
| Proficio Capital Partners LLC | $58.8M | 2 | 2026-06-30 |
| Focus Partners Wealth | $58.3M | 1,048 | 2026-06-30 |
| Oppenheimer & Co. Inc. | $57.8M | 1,166 | 2026-06-30 |
| Jefferies Financial Group Inc. | $56.4M | 0 | 2026-06-30 |
| Mirae Asset Global Investments Co., Ltd. | $56.2M | 0 | 2026-06-30 |
| Bnp Paribas Financial Markets | $55.3M | 0 | 2026-06-30 |
| Quantinno Capital Management LP | $55.1M | 0 | 2026-06-30 |
| Advisory Services Network | $54.1M | 253 | 2026-06-30 |
| MML Investors Services, LLC | $54M | 5,120 | 2026-06-30 |
| 12th Street Asset Management | $51.5M | 4 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $51.4M | 480 | 2026-06-30 |
| Northstar Group, Inc. | $51.1M | 5 | 2026-06-30 |
| Capital Investment Advisory Services, LLC | $50.5M | 103 | 2026-06-30 |
| Salomon & Ludwin, LLC | $49.3M | 6 | 2026-06-30 |
| Relyea Zuckerberg Hanson LLC | $48.4M | 7 | 2026-06-30 |
| Abich Financial Wealth Management LLC | $48.1M | 7 | 2025-09-30 |
| McGuire Wealth Management | $47.4M | 3 | 2026-06-30 |
| Perigon Wealth Management, LLC | $46.7M | 92 | 2026-06-30 |
| Heritage Oak Wealth Advisors LLC | $46.5M | 5 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $45.8M | 481 | 2026-06-30 |
| &partners | $45.8M | 555 | 2026-06-30 |
| Encompass More Asset Management | $45.7M | 86 | 2026-06-30 |
| Portside Wealth Group, LLC | $45.5M | 56 | 2026-06-30 |
| Ausdal Financial Partners, Inc. | $45.3M | 189 | 2026-06-30 |
| Apriem Advisors | $44.6M | 13 | 2026-06-30 |
| Second Half Financial Partners, LLC | $43M | 3 | 2026-06-30 |
| Barry Investment Advisors, LLC | $42.9M | 8 | 2026-06-30 |
| Sollinda Capital Management LLC | $42.9M | 17 | 2026-06-30 |
| Ep Wealth Advisors, LLC | $42.4M | 338 | 2026-06-30 |
| Trivium Point Advisory, LLC | $42.1M | 18 | 2026-06-30 |
| Gradient Investments, LLC | $41.9M | 31 | 2026-06-30 |
| Capital World Investors | $40.9M | 0 | 2026-06-30 |
| Cresset Asset Management, LLC | $40.4M | 212 | 2026-06-30 |
| Dimension Capital Management LLC | $39.5M | 0 | 2026-06-30 |
| D.A. Davidson & Co. | $39.5M | 689 | 2026-06-30 |
| Alpine Global Management, LLC | $39M | 0 | 2025-09-30 |
| Running Point Capital Advisors, LLC | $38.6M | 0 | 2025-12-31 |
| Pacific Point Advisors, LLC | $38.4M | 3 | 2026-06-30 |
| Concurrent Investment Advisors, LLC | $37.5M | 349 | 2026-06-30 |
| Teamwork Financial Advisors, LLC | $37.2M | 11 | 2026-06-30 |
| One Capital Management, LLC | $37M | 64 | 2026-06-30 |
| Rfg Advisory, LLC | $36.3M | 191 | 2026-06-30 |
| Jones Financial Companies LLLP | $36M | 0 | 2026-06-30 |
| Gotham Asset Management, LLC | $35.5M | 5 | 2026-06-30 |
| Twelve Points Wealth Management LLC | $35.2M | 20 | 2026-06-30 |
| Eversource Wealth Advisors, LLC | $35.1M | 77 | 2026-06-30 |
| McNamara Financial Services, Inc. | $35.1M | 4 | 2026-06-30 |
| Sicart Associates LLC | $34.9M | 1 | 2026-06-30 |
| Randolph Co Inc | $34.8M | 4 | 2026-06-30 |
| Cerity Partners LLC | $34.6M | 777 | 2026-06-30 |
| Cypress Capital, LLC | $34.4M | 9 | 2026-06-30 |
| North Capital, Inc. | $34.3M | 10 | 2026-06-30 |
| Brasada Capital Management, LP | $33.7M | 8 | 2026-06-30 |
| Strategic Investment Advisors / Mi | $33.6M | 0 | 2026-06-30 |
| Hippocratic Financial Advisors, LLC | $33.3M | 0 | 2026-06-30 |
| Integrated Advisors Network LLC | $33.3M | 79 | 2026-06-30 |
| Tectonic Advisors LLC | $33.1M | 3 | 2026-06-30 |
| Rehmann Capital Advisory Group | $32.8M | 42 | 2026-06-30 |
| Jacobi Capital Management LLC | $32.1M | 32 | 2026-06-30 |
| Night Owl Capital Management, LLC | $31.7M | 5 | 2026-06-30 |
| Elevation Point Wealth Partners, LLC | $30.3M | 56 | 2026-06-30 |
| Carrera Capital Advisors | $29.9M | 9 | 2026-06-30 |
| Newedge Advisors | $29.8M | 601 | 2026-06-30 |
| Alethea Capital Management, LLC | $29.7M | 1 | 2026-06-30 |
| Prescott Group Capital Management, LLC | $29.5M | 0 | 2026-06-30 |
| Udine Wealth Management Inc. | $29.4M | 2 | 2026-06-30 |
| Vestmark Advisory Solutions, Inc. | $29.2M | 8 | 2026-06-30 |
| Maridea Wealth Management | $29.1M | 38 | 2026-06-30 |
| Hightower Advisors, LLC | $29M | 1,046 | 2026-06-30 |
| Fortis Group Advisors, LLC | $28.7M | 25 | 2026-06-30 |
| Cwa Asset Management Group, LLC | $28.5M | 49 | 2026-06-30 |
| Wcg Wealth Advisors LLC | $28.3M | 130 | 2026-06-30 |
| Mutual Advisors, LLC | $28.2M | 153 | 2026-06-30 |
| Valence8 US LP | $28.2M | 3 | 2026-06-30 |
| George Kaiser Family Foundation | $27.6M | 0 | 2026-06-30 |
| Altfest L J & Co Inc | $27.5M | 19 | 2026-06-30 |
| Scharf Investments, LLC | $27.1M | 5 | 2026-06-30 |
| Sanctuary Advisors, LLC | $27.1M | 401 | 2026-06-30 |
| Farther Finance Advisors, LLC | $27M | 334 | 2026-06-30 |
| Marshall Financial Group, LLC | $27M | 14 | 2026-06-30 |
| Jpmorgan Chase & Co | $26.9M | 0 | 2026-06-30 |
| Fmp Wealth Advisers | $26.8M | 14 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $26.3M | 1,026 | 2026-06-30 |
| Fwl Investment Management, LLC | $26M | 2 | 2026-06-30 |
| Auour Investments LLC | $25.9M | 4 | 2026-06-30 |
| Founders Grove Wealth Partners, LLC | $25.8M | 2 | 2026-06-30 |
| Boston Standard Wealth Management, LLC | $24.9M | 4 | 2026-06-30 |
| Integrity Alliance, Llc. | $24.7M | 353 | 2026-06-30 |
| High Note Wealth, LLC | $24.6M | 4 | 2026-06-30 |
| Turning Point Benefit Group, Inc. | $24.3M | 15 | 2026-06-30 |
| Northrock Partners, LLC | $24.2M | 91 | 2026-06-30 |
| Banco Santander, S.A. | $23.8M | 0 | 2026-06-30 |
| Bison Wealth, LLC | $23.7M | 61 | 2026-06-30 |
| Hibernia Wealth Partners, LLC | $23.4M | 7 | 2026-06-30 |
| Stratos Wealth Partners, Ltd. | $23.3M | 386 | 2026-06-30 |
| USA Financial Formulas | $23.2M | 0 | 2026-03-31 |
| Berkshire Money Management, Inc. | $23.2M | 10 | 2026-06-30 |
| Inscription Capital, LLC | $23.1M | 12 | 2026-06-30 |
| Bitwise Funds Trust | $22.7M | 0 | 2026-06-30 |
| Ameritas Advisory Services, LLC | $22.6M | 550 | 2026-06-30 |
| Winch Financial | $22.4M | 7 | 2026-06-30 |
| Wealthfront Advisers LLC | $21.9M | 40 | 2026-06-30 |
| Asset One Wealth Management LLC | $21.9M | 18 | 2026-06-30 |
| Scotia Capital Inc. | $21.7M | 0 | 2026-06-30 |
| Kingsview Wealth Management, LLC | $21.7M | 115 | 2026-06-30 |
| Yacktman Asset Management LP | $21.7M | 4 | 2026-06-30 |
| Corient Private Wealth LP | $21.7M | 674 | 2026-06-30 |
| Beacon Financial Group | $21.3M | 8 | 2026-06-30 |
| Estate Counselors, LLC | $21.2M | 5 | 2026-06-30 |
| Full Sail Capital, LLC | $21.2M | 0 | 2025-09-30 |
| Bank of Montreal /can | $21.1M | 0 | 2026-06-30 |
| Keating Investment Counselors Inc | $21M | 2 | 2026-06-30 |
| Beaumont Financial Advisors, LLC | $20.9M | 16 | 2026-06-30 |
| Virtue Capital Management, LLC | $20.8M | 89 | 2026-06-30 |
| Global Retirement Partners LLC | $20.7M | 491 | 2026-06-30 |
| Corecap Advisors, LLC | $20.5M | 118 | 2026-06-30 |
| RIA Advisory Group LLC | $20.4M | 21 | 2026-06-30 |
| Financial & Tax Architects, LLC | $20.2M | 38 | 2026-06-30 |
| Fort Point Capital Partners LLC | $19.8M | 20 | 2026-06-30 |
| J.W. Cole Advisors, Inc. | $19.8M | 499 | 2026-06-30 |
| Strategic Advisors LLC | $19.8M | 4 | 2026-06-30 |
| Saratoga Research & Investment Management | $19.7M | 15 | 2026-06-30 |
| United Capital Financial Advisors, LLC | $19.5M | 166 | 2026-06-30 |
| Stableford Capital II LLC | $19.5M | 5 | 2026-06-30 |
| Marathon Capital Management | $19.3M | 5 | 2026-06-30 |
| Kestra Advisory Services, LLC | $19.1M | 1,479 | 2026-06-30 |
| Highpoint Advisor Group LLC | $18.8M | 114 | 2026-06-30 |
| Tkg Advisors, LLC | $18.7M | 4 | 2026-06-30 |
| Arete Wealth Advisors, LLC | $18.5M | 146 | 2026-06-30 |
| Vigilare Wealth Management LLC | $18.3M | 4 | 2026-06-30 |
| HSBC Holdings PLC | $18.3M | 0 | 2026-06-30 |
| Roundview Capital, LLC | $18M | 5 | 2026-06-30 |
| Bell Bank | $18M | 0 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $17.9M | 21 | 2026-06-30 |
| Hilton Capital Management, LLC | $17.8M | 7 | 2026-06-30 |
| Samara Investment Management, LLC | $17.6M | 3 | 2026-06-30 |
| Apella Capital, LLC | $17.6M | 104 | 2026-06-30 |
| Dt Investment Partners, LLC | $17.4M | 8 | 2026-06-30 |
| Advisor Os, LLC | $17.1M | 2 | 2026-06-30 |
| Managed Asset Portfolios, LLC | $17.1M | 18 | 2026-06-30 |
| B & T Capital Management Dba Alpha Capital Management | $16.9M | 6 | 2026-06-30 |
| Synergy Asset Management, LLC | $16.8M | 10 | 2026-06-30 |
| Great Valley Advisor Group, LLC | $16.7M | 205 | 2026-06-30 |
| Hofer & Associates Wealth Management | $16.6M | 3 | 2026-06-30 |
| Beacon Capital Management, Inc. | $16.5M | 26 | 2026-06-30 |
| St. Louis Financial Planners Asset Management, LLC | $16.4M | 3 | 2026-06-30 |
| Norden Group LLC | $16.3M | 22 | 2026-06-30 |
| Blueprint Investment Partners LLC | $16.3M | 5 | 2026-06-30 |
| Lido Advisors, LLC | $16.2M | 320 | 2026-06-30 |
| Ranch Capital Advisors Inc. | $16.1M | 6 | 2026-06-30 |
| Ebert Capital Management Inc. | $16M | 1 | 2026-06-30 |
| J2 Capital Management Inc | $16M | 2 | 2026-06-30 |
| Sequoia Financial Group, LLC | $16M | 258 | 2026-06-30 |
| Alliance Wealth Advisors, LLC /ut | $15.9M | 12 | 2026-06-30 |
| Zinnia Wealth Advisory, LLC | $15.8M | 4 | 2026-06-30 |
| Comerica Bank | $15.8M | 0 | 2025-12-31 |
| Islay Capital Management, LLC | $15.7M | 3 | 2026-06-30 |
| Arta Finance | $15.7M | 3 | 2026-06-30 |
| Hardman Johnston Global Advisors LLC | $15.7M | 2 | 2026-06-30 |
| Trek Financial, LLC | $15.6M | 63 | 2026-06-30 |
| Onedigital Investment Advisors LLC | $15.6M | 386 | 2026-06-30 |
| Mokan Wealth Management Inc. | $15.4M | 2 | 2026-06-30 |
| Founders Financial Securities LLC | $15.3M | 117 | 2026-06-30 |
| Vivid Wealth Management, LLC | $15.2M | 3 | 2026-06-30 |
| Benedict Financial Advisors Inc | $15.2M | 5 | 2026-06-30 |
| Gateway Wealth Partners, LLC | $15M | 101 | 2026-06-30 |
| Wealthspire Advisors, LLC | $14.6M | 237 | 2026-06-30 |
| Fifth Third Bancorp | $14.5M | 0 | 2026-06-30 |
| Bamboo Wealth Strategies | $14.5M | 5 | 2026-06-30 |
| Pacific Capital Wealth Advisors, Inc. | $14.4M | 5 | 2026-06-30 |
| Verus Capital Partners, LLC | $14.1M | 47 | 2026-06-30 |
| Sound Portfolio Advisors, LLC | $14M | 2 | 2026-06-30 |
| Gladstone Institutional Advisory LLC | $14M | 108 | 2026-06-30 |
| Beacon Pointe Advisors, LLC | $13.9M | 466 | 2026-06-30 |
| Envestnet Portfolio Solutions, Inc. | $13.8M | 3 | 2026-06-30 |
| Calamos Wealth Management LLC | $13.8M | 40 | 2026-06-30 |
| Montis Financial, LLC | $13.8M | 16 | 2026-06-30 |
| Glr Partners, LLC | $13.7M | 3 | 2026-06-30 |
| Treasure Coast Financial Planning | $13.7M | 5 | 2026-06-30 |
| Capital Research Global Investors | $13.7M | 0 | 2026-06-30 |
| Zacks Investment Management | $13.7M | 83 | 2026-06-30 |
| G&S Capital LLC | $13.6M | 6 | 2026-06-30 |
| Savior LLC | $13.4M | 5 | 2026-06-30 |
| Partners Capital Investment Group, LLP | $13.4M | 1 | 2026-06-30 |
| Capital Wealth Alliance, LLC | $13.3M | 3 | 2026-06-30 |
| Everstar Asset Management, LLC | $13.2M | 10 | 2026-06-30 |
| Reyes Financial Architecture, Inc. | $13.1M | 5 | 2026-06-30 |
| Stelac Advisory Services LLC | $12.8M | 1 | 2026-06-30 |
| Clearstead Trust, LLC | $12.7M | 0 | 2026-06-30 |
| Benjamin Edwards Inc | $12.7M | 0 | 2026-06-30 |
| Allworth Financial, LP | $12.7M | 317 | 2026-06-30 |
| Perissos Private Wealth Management, LLC | $12.6M | 2 | 2026-06-30 |
| Bleakley Financial Group, LLC | $12.6M | 124 | 2026-06-30 |
| Highroad Wealth Advisors, LLC | $12.5M | 3 | 2026-06-30 |
| Trilogy Capital, Inc. | $12.5M | 72 | 2026-06-30 |