| Bank of America Corp /de | $1.3B | 0 | 2026-06-30 |
| Morgan Stanley | $1.2B | 23,185 | 2026-06-30 |
| Lpl Financial LLC | $568.3M | 23,458 | 2026-06-30 |
| UBS Group AG | $527.3M | 0 | 2026-06-30 |
| Wells Fargo & Company/mn | $421.9M | 0 | 2026-06-30 |
| Jpmorgan Chase & Co | $306.3M | 0 | 2026-06-30 |
| Royal Bank of Canada | $198.6M | 0 | 2026-06-30 |
| Raymond James Financial Inc | $197.9M | 0 | 2026-06-30 |
| Ameriprise Financial Inc | $178.9M | 0 | 2026-06-30 |
| First Trust Advisors LP | $110.2M | 607 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $103.7M | 2,863 | 2026-06-30 |
| Hightower Advisors, LLC | $94.6M | 1,046 | 2026-06-30 |
| Cetera Investment Advisers | $89.6M | 10,370 | 2026-06-30 |
| Envestnet Pmc | $70.9M | 60 | 2026-06-30 |
| Osaic Holdings, Inc. | $66.9M | 0 | 2026-06-30 |
| Stifel Financial Corp | $65.9M | 0 | 2026-06-30 |
| Axxcess Wealth Management, LLC | $60.6M | 38 | 2026-06-30 |
| Capital Asset Advisory Services LLC | $60.6M | 69 | 2026-06-30 |
| Rockefeller Capital Management LP | $49.9M | 346 | 2026-06-30 |
| Citigroup Inc | $44M | 0 | 2026-06-30 |
| Private Advisor Group, LLC | $42.5M | 927 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $39.4M | 0 | 2026-06-30 |
| Kestra Advisory Services, LLC | $38.2M | 1,479 | 2026-06-30 |
| Rockport Wealth LLC | $31.6M | 8 | 2026-06-30 |
| Jones Financial Companies LLLP | $30.9M | 0 | 2026-06-30 |
| Pinnacle Associates, Ltd. | $30.6M | 33 | 2026-06-30 |
| MML Investors Services, LLC | $30.5M | 5,120 | 2026-06-30 |
| Cwm, LLC | $29.9M | 667 | 2026-03-31 |
| Truist Financial Corp | $27.5M | 0 | 2026-06-30 |
| Modern Wealth Management, LLC | $22.7M | 161 | 2026-06-30 |
| Intellus Advisors LLC | $21.7M | 9 | 2026-06-30 |
| Kestra Private Wealth Services, LLC | $21.3M | 206 | 2026-06-30 |
| Equitable Holdings, Inc. | $20.6M | 0 | 2026-06-30 |
| Marks Wealth, LLC | $20.1M | 4 | 2026-06-30 |
| Procyon | $19.9M | 53 | 2026-06-30 |
| Clearwater Capital Advisors, LLC | $19.1M | 15 | 2026-06-30 |
| Newedge Advisors | $18.1M | 601 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $18M | 0 | 2026-06-30 |
| Mgo One Seven LLC | $18M | 118 | 2026-06-30 |
| American Financial Advisors, LLC | $17.8M | 2 | 2026-06-30 |
| Legacy Edge Advisors, LLC | $17.8M | 18 | 2026-06-30 |
| Blair William & Co/il | $17.5M | 329 | 2026-06-30 |
| Goldman Sachs Group Inc | $17.3M | 0 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $17.2M | 480 | 2026-06-30 |
| &partners | $17M | 555 | 2026-06-30 |
| Sargent Investment Group, LLC | $16.2M | 14 | 2026-06-30 |
| D.A. Davidson & Co. | $15M | 689 | 2026-06-30 |
| Maniro Ltd | $14.9M | 0 | 2026-06-30 |
| Mutual Advisors, LLC | $14.5M | 153 | 2026-06-30 |
| Arax Advisory Partners | $14.4M | 232 | 2026-06-30 |
| Independent Financial Group, LLC | $14.3M | 481 | 2026-06-30 |
| Parker Investment Management, LLC | $13.9M | 2 | 2026-06-30 |
| Prudential PLC | $13.8M | 0 | 2026-06-30 |
| Ashton Thomas Private Wealth, LLC | $13.7M | 96 | 2026-06-30 |
| Key Client Fiduciary Advisors, LLC | $13.2M | 10 | 2026-06-30 |
| Sanctuary Advisors, LLC | $12.9M | 401 | 2026-06-30 |
| Susquehanna International Group, LLP | $12.8M | 0 | 2026-06-30 |
| Arkadios Wealth Advisors | $12.7M | 226 | 2026-06-30 |
| Merit Financial Group, LLC | $12.5M | 295 | 2026-06-30 |
| Destiny Wealth Partners, LLC | $12.2M | 16 | 2026-06-30 |
| Prospera Financial Services, Inc. | $12.1M | 270 | 2026-06-30 |
| Pinnacle Wealth Management Advisory Group, LLC | $11.9M | 10 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $11.2M | 481 | 2026-06-30 |
| Hcm Wealth Advisors | $11.2M | 9 | 2026-06-30 |
| Kiker Wealth Management, LLC | $11.1M | 4 | 2026-06-30 |
| Ptm Wealth Management, LLC | $11M | 2 | 2026-06-30 |
| Plotkin Financial Advisors, LLC | $10.8M | 1 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $10.7M | 1,026 | 2026-06-30 |
| Dunhill Financial, LLC | $10.6M | 12 | 2026-06-30 |
| Pine Valley Investments Ltd Liability Co | $10.3M | 33 | 2026-06-30 |
| Bank of Montreal /can | $10.2M | 0 | 2026-06-30 |
| Creative Planning | $9.9M | 1,171 | 2026-06-30 |
| Baird Financial Group, Inc. | $9.6M | 0 | 2026-06-30 |
| Iam Advisory, LLC | $9.6M | 0 | 2026-06-30 |
| Hobart Private Capital, LLC | $9.6M | 12 | 2026-06-30 |
| Warner Wealth | $9.6M | 11 | 2026-06-30 |
| Scotia Capital Inc. | $9.4M | 0 | 2026-06-30 |
| Federation Des Caisses Desjardins Du Quebec | $9.4M | 0 | 2026-06-30 |
| Frisch Financial Group, Inc. | $9.2M | 6 | 2026-06-30 |
| National Bank of Canada /fi | $9.1M | 0 | 2026-06-30 |
| Obsidian Personal Planning Solutions LLC | $8.8M | 0 | 2025-09-30 |
| CIBC World Market Inc. | $8.7M | 0 | 2026-06-30 |
| Ntv Asset Management LLC | $8.6M | 5 | 2026-06-30 |
| J.W. Cole Advisors, Inc. | $8.6M | 499 | 2026-06-30 |
| Waverly Advisors, LLC | $8.3M | 231 | 2026-06-30 |
| Cary Street Partners Financial LLC | $7.9M | 0 | 2026-06-30 |
| O'Connor Financial Group LLC | $7.9M | 4 | 2026-06-30 |
| Stephens Inc /ar | $7.8M | 243 | 2026-06-30 |
| Sigma Planning Corp | $7.8M | 474 | 2026-06-30 |
| Bip Wealth, LLC | $7.8M | 62 | 2026-06-30 |
| Captrust Financial Advisors | $7.7M | 962 | 2026-06-30 |
| Phoenix Financial Ltd. | $7.4M | 0 | 2026-06-30 |
| Fagan Associates Inc | $7.3M | 3 | 2026-06-30 |
| Rooted Wealth Advisors, Inc. | $7.3M | 8 | 2026-06-30 |
| Dala Group, LLC | $7.2M | 9 | 2026-06-30 |
| Stonecrest Wealth Management, Inc | $7.2M | 3 | 2026-06-30 |
| Oppenheimer & Co. Inc. | $7.1M | 1,166 | 2026-06-30 |
| Able Financial Group, LLC | $7M | 9 | 2026-06-30 |
| Sageguard Financial Group, LLC | $7M | 14 | 2026-06-30 |
| Stratos Wealth Partners, Ltd. | $6.9M | 386 | 2026-06-30 |
| Benjamin Edwards Inc | $6.8M | 0 | 2026-06-30 |
| Cresset Asset Management, LLC | $6.8M | 212 | 2026-06-30 |
| Bnp Paribas Financial Markets | $6.6M | 0 | 2026-06-30 |
| Snowden Capital Advisors LLC | $6.6M | 122 | 2026-06-30 |
| Gaddis Premier Wealth Advisors LLC | $6.5M | 8 | 2026-06-30 |
| Twin Peaks Wealth Advisors, LLC | $6.5M | 10 | 2026-06-30 |
| Harbour Investments, Inc. | $6.5M | 247 | 2026-06-30 |
| Beacon Pointe Advisors, LLC | $6.4M | 466 | 2026-06-30 |
| Independent Advisor Alliance, LLC | $6.4M | 302 | 2026-06-30 |
| Ameritas Advisory Services, LLC | $6.3M | 550 | 2026-06-30 |
| Granite Investment Partners, LLC | $6.3M | 2 | 2026-06-30 |
| Principal Securities, Inc. | $6.2M | 1,463 | 2026-06-30 |
| Grey Ledge Advisors, LLC | $6.1M | 8 | 2026-06-30 |
| Beck Capital Management, LLC | $6M | 10 | 2026-06-30 |
| Concentrum Wealth Management | $5.9M | 5 | 2026-06-30 |
| Sumitomo Mitsui Financial Group, Inc. | $5.9M | 0 | 2026-06-30 |
| Wealthcare Investment Partners LLC | $5.8M | 6 | 2026-06-30 |
| Mainsail Financial Group, LLC | $5.7M | 6 | 2026-06-30 |
| Concurrent Investment Advisors, LLC | $5.7M | 349 | 2026-06-30 |
| Comerica Bank | $5.7M | 0 | 2025-12-31 |
| Kingsview Wealth Management, LLC | $5.6M | 115 | 2026-06-30 |
| Insigneo Advisory Services, LLC | $5.5M | 225 | 2026-06-30 |
| Private Wealth Asset Management | $5.4M | 22 | 2026-06-30 |
| Wealthfront Advisers LLC | $5.4M | 40 | 2026-06-30 |
| Fifth Third Bancorp | $5.4M | 0 | 2026-06-30 |
| Jaffetilchin Investment Partners, LLC | $5.4M | 0 | 2026-03-31 |
| Laurel Wealth Advisors LLC | $5.4M | 6 | 2026-06-30 |
| Assetmark, Inc | $5.3M | 220 | 2026-06-30 |
| Pacific Sun Financial Corp | $5.3M | 3 | 2026-06-30 |
| Simon Quick Advisors, LLC | $5.1M | 40 | 2026-06-30 |
| U.S. Capital Wealth Advisors, LLC | $5.1M | 0 | 2026-03-31 |
| Nations Financial Group Inc, /ia/ /adv | $5M | 0 | 2026-06-30 |
| Cascade Investment Group, Inc. | $5M | 4 | 2026-06-30 |
| Vise Technologies, Inc. | $5M | 0 | 2026-06-30 |
| Northstar Asset Management Co | $4.9M | 0 | 2026-06-30 |
| Proactive Wealth Strategies, LLC | $4.8M | 5 | 2026-06-30 |
| Pcg Wealth Advisors, LLC | $4.8M | 18 | 2026-06-30 |
| Sfi Advisors, LLC | $4.8M | 4 | 2026-06-30 |
| McCollum Christoferson Group LLC | $4.7M | 3 | 2026-06-30 |
| Moors & Cabot, Inc. | $4.7M | 82 | 2026-06-30 |
| Vivid Wealth Management, LLC | $4.7M | 3 | 2026-06-30 |
| Moran Wealth Management, LLC | $4.6M | 35 | 2026-06-30 |
| High Point Wealth Management, LLC | $4.6M | 2 | 2026-06-30 |
| Cerity Partners LLC | $4.6M | 777 | 2026-06-30 |
| Abbot Financial Management, Inc | $4.6M | 3 | 2026-06-30 |
| Wespac Advisors Socal, LLC | $4.5M | 10 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $4.5M | 193 | 2026-06-30 |
| Rathbones Group PLC | $4.4M | 0 | 2026-06-30 |
| Meitav Investment House Ltd | $4.4M | 0 | 2026-06-30 |
| Floyd Financial Group LLC | $4.4M | 1 | 2026-06-30 |
| Cerro Pacific Wealth Advisors, LLC | $4.3M | 4 | 2026-06-30 |
| Epg Wealth Management LLC | $4.3M | 11 | 2026-06-30 |
| Jane Street Group, LLC | $4.3M | 0 | 2026-06-30 |
| Sfmg, LLC | $4.3M | 16 | 2026-06-30 |
| Gladstone Institutional Advisory LLC | $4.3M | 108 | 2026-06-30 |
| Rfg Advisory, LLC | $4.1M | 191 | 2026-06-30 |
| Pinnacle Financial Partners, Inc. | $4.1M | 0 | 2026-06-30 |
| Prime Capital Financial | $4.1M | 265 | 2026-06-30 |
| Bay Colony Advisory Group, Inc D/b/a Bay Colony Advisors | $4M | 0 | 2026-06-30 |
| Florin Court Capital LLP | $4M | 0 | 2026-06-30 |
| Gateway Wealth Partners, LLC | $4M | 101 | 2026-06-30 |
| Golden State Wealth Management, LLC | $4M | 47 | 2026-06-30 |
| Iht Wealth Management LLC | $4M | 159 | 2026-06-30 |
| Leconte Wealth Management, LLC | $4M | 7 | 2026-06-30 |
| Vestgen Advisors, LLC | $4M | 58 | 2026-06-30 |
| Herbst Group, LLC | $3.8M | 2 | 2026-06-30 |
| Triumph Capital Management | $3.8M | 14 | 2026-06-30 |
| Lanark Financial, Inc. | $3.8M | 69 | 2026-06-30 |
| Concorde Asset Management, LLC | $3.8M | 79 | 2026-06-30 |
| Coastal Bridge Advisors, LLC | $3.7M | 39 | 2026-06-30 |
| Capital Investment Advisory Services, LLC | $3.6M | 103 | 2026-06-30 |
| Fmr LLC | $3.6M | 0 | 2026-06-30 |
| Stonex Group Inc. | $3.6M | 0 | 2026-06-30 |
| Williams Jones Wealth Management, Llc. | $3.6M | 21 | 2026-06-30 |
| Intrinsic Edge Capital Management LLC | $3.6M | 1 | 2026-06-30 |
| Sava Penzisko Drushtvo A.D. Skopje | $3.6M | 0 | 2026-06-30 |
| Spectrum Wealth Advisory Group, LLC | $3.5M | 3 | 2026-06-30 |
| Ae Wealth Management LLC | $3.4M | 471 | 2026-06-30 |
| Investment Advisory Services Group LLC | $3.4M | 9 | 2026-06-30 |
| Summit Financial, LLC | $3.3M | 229 | 2026-06-30 |
| Shp Wealth Management | $3.3M | 32 | 2026-06-30 |
| Focus Partners Wealth | $3.3M | 1,048 | 2026-06-30 |
| Robertson Stephens Wealth Management, LLC | $3.3M | 72 | 2026-06-30 |
| Flagstar Securities, Inc | $3.2M | 30 | 2026-06-30 |
| Lfa - Lugano Financial Advisors SA | $3.2M | 0 | 2026-06-30 |
| Efg International AG | $3.2M | 0 | 2026-06-30 |
| Markowski Investments | $3.2M | 10 | 2026-06-30 |
| Smith, Moore & Co. | $3.2M | 45 | 2026-06-30 |
| Victory Financial Group, LLC | $3.2M | 56 | 2026-06-30 |
| International Assets Investment Management, LLC | $3.2M | 122 | 2026-06-30 |
| Old Second National Bank of Aurora | $3.2M | 0 | 2026-06-30 |
| Onedigital Investment Advisors LLC | $3.1M | 386 | 2026-06-30 |
| Condor Capital Management | $3.1M | 17 | 2026-06-30 |
| Bison Wealth, LLC | $3.1M | 61 | 2026-06-30 |
| Clear Creek Financial Management, LLC | $3.1M | 44 | 2026-06-30 |
| Wealthspire Advisors, LLC | $3.1M | 237 | 2026-06-30 |
| Wealthcare Advisory Partners LLC | $3.1M | 170 | 2026-06-30 |
| Sage Capital Management, LLC | $3.1M | 3 | 2026-06-30 |
| Sunbelt Securities, Inc. | $3.1M | 63 | 2026-03-31 |
| Bravera Wealth | $3M | 0 | 2026-06-30 |
| Daymark Wealth Partners, LLC | $3M | 37 | 2026-06-30 |
| Mark Sheptoff Financial Planning LLC | $2.9M | 0 | 2026-06-30 |
| Sherman Asset Management, Inc. | $2.9M | 1 | 2026-06-30 |
| Mpwm Advisory Solutions, LLC | $2.9M | 15 | 2026-06-30 |
| Tidal Investments LLC | $2.9M | 0 | 2026-06-30 |
| Merkkuri Wealth Advisors LLC | $2.9M | 3 | 2026-06-30 |
| Capital Fund Management S.A. | $2.8M | 0 | 2026-06-30 |
| Apollon Financial, LLC | $2.8M | 20 | 2026-06-30 |
| Fulton Bank, N.A. | $2.8M | 0 | 2026-06-30 |
| Sandbox Financial Partners, LLC | $2.8M | 1 | 2026-03-31 |
| Seacrest Wealth Management, LLC | $2.8M | 35 | 2026-06-30 |
| Ironsides Asset Advisors, LLC | $2.7M | 3 | 2026-06-30 |
| Parallel Advisors, LLC | $2.7M | 75 | 2026-06-30 |
| Advantage Trust Co | $2.7M | 0 | 2026-06-30 |
| Belpointe Asset Management LLC | $2.6M | 170 | 2026-06-30 |
| Hbk Sorce Advisory LLC | $2.6M | 73 | 2026-06-30 |
| Elequin Capital, LP | $2.6M | 0 | 2026-06-30 |
| Purus Wealth Management, LLC | $2.6M | 6 | 2026-06-30 |
| The Fiduciary Alliance | $2.6M | 49 | 2026-06-30 |
| Signal Advisors Wealth, LLC | $2.6M | 45 | 2026-06-30 |
| Evelyn Partners Investment Management (europe) Ltd | $2.6M | 0 | 2026-03-31 |
| Integrity Wealth Advisors, Inc. | $2.5M | 5 | 2026-03-31 |
| Wcg Wealth Advisors LLC | $2.5M | 130 | 2026-06-30 |
| Crescent Grove Advisors, LLC | $2.5M | 21 | 2026-06-30 |
| Laurel Oak Wealth Management, LLC | $2.5M | 14 | 2026-06-30 |
| Migdal Insurance & Financial Holdings Ltd. | $2.5M | 0 | 2026-06-30 |
| Sowell Financial Services LLC | $2.5M | 108 | 2026-06-30 |
| Scs Capital Management LLC | $2.5M | 80 | 2026-06-30 |
| Level Four Advisory Services | $2.5M | 141 | 2026-06-30 |
| Dynamic | $2.4M | 75 | 2026-06-30 |
| Mariner, LLC | $2.4M | 0 | 2026-06-30 |
| Vontobel Holding Ltd. | $2.3M | 0 | 2026-06-30 |
| Pfg Investments, LLC | $2.3M | 0 | 2026-06-30 |
| Creative Financial Designs Inc /adv | $2.3M | 0 | 2026-06-30 |
| Mercer Global Advisors Inc /adv | $2.3M | 0 | 2026-06-30 |
| Flagship Harbor Advisors, LLC | $2.3M | 60 | 2026-06-30 |
| Stegent Equity Advisors, Inc. | $2.3M | 2 | 2026-06-30 |
| Davenport & Co LLC | $2.3M | 339 | 2026-06-30 |
| Ifp Advisors, Inc | $2.2M | 318 | 2026-06-30 |
| Global Retirement Partners LLC | $2.2M | 491 | 2026-06-30 |
| Guardian Asset Advisors, LLC | $2.2M | 9 | 2026-06-30 |
| Citizens Financial Group Inc/ri | $2.2M | 0 | 2026-06-30 |
| Melone Private Wealth, LLC | $2.2M | 2 | 2026-06-30 |
| Western Wealth Management, LLC | $2.1M | 112 | 2026-06-30 |
| New Edge Wealth | $2.1M | 151 | 2026-06-30 |
| Mesirow Financial Investment Management, Inc. | $2.1M | 92 | 2026-06-30 |
| Synovus Financial Corp | $2.1M | 0 | 2025-09-30 |
| Callan Family Office, LLC | $2.1M | 0 | 2026-06-30 |
| Seia | $2.1M | 141 | 2026-06-30 |
| Nomura Asset Management Co Ltd | $2.1M | 0 | 2026-06-30 |