| Charles Schwab Investment Management Inc | $742.2M | 37 | 2026-06-30 |
| Empower Advisory Group, LLC | $625.3M | 1,980 | 2026-06-30 |
| Ci Investments Inc. | $172.3M | 0 | 2026-06-30 |
| State Street Corp | $54.8M | 0 | 2026-06-30 |
| Sei Investments Co | $35.4M | 0 | 2026-06-30 |
| Varma Mutual Pension Insurance Co | $29.3M | 0 | 2026-06-30 |
| Lpl Financial LLC | $21.5M | 23,458 | 2026-06-30 |
| Bank of America Corp /de | $20.7M | 0 | 2026-06-30 |
| Comerica Bank | $18.4M | 0 | 2025-12-31 |
| Envestnet Portfolio Solutions, Inc. | $17.8M | 3 | 2026-06-30 |
| Envestnet Pmc | $13.1M | 60 | 2026-06-30 |
| Hamrick Investment Counsel, LLC | $9.7M | 3 | 2026-06-30 |
| Avos Capital Management, LLC | $8.4M | 0 | 2026-06-30 |
| Seabridge Investment Advisors LLC | $8.2M | 11 | 2026-06-30 |
| Sax Wealth Advisors, LLC | $7.6M | 42 | 2026-06-30 |
| Wells Fargo & Company/mn | $7.6M | 0 | 2026-06-30 |
| Valmark Advisers, Inc. | $6.7M | 295 | 2026-06-30 |
| UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC | $6.5M | 0 | 2026-06-30 |
| Assetmark, Inc | $6.5M | 220 | 2026-06-30 |
| HSBC Holdings PLC | $6M | 0 | 2026-06-30 |
| Morgan Stanley | $5.3M | 23,185 | 2026-06-30 |
| Newsquare Capital, LLC | $5.3M | 6 | 2026-06-30 |
| Cerity Partners LLC | $5.3M | 777 | 2026-06-30 |
| UBS Group AG | $5.1M | 0 | 2026-06-30 |
| Rebel Financial LLC | $4.9M | 7 | 2026-03-31 |
| City State Bank | $4.6M | 0 | 2026-06-30 |
| Genesis Wealth Advisors, LLC | $4.4M | 6 | 2026-06-30 |
| Austin Private Wealth, LLC | $4.4M | 0 | 2025-12-31 |
| MacKenzie Financial Corp | $3.5M | 0 | 2026-06-30 |
| Raymond James Financial Inc | $3.5M | 0 | 2026-06-30 |
| Aspire Private Capital | $3.3M | 8 | 2026-06-30 |
| Prospera Financial Services, Inc. | $2.6M | 270 | 2026-06-30 |
| Bleakley Financial Group, LLC | $2.6M | 124 | 2026-06-30 |
| Hightower Advisors, LLC | $2.5M | 1,046 | 2026-06-30 |
| Farther Finance Advisors, LLC | $2.4M | 334 | 2026-06-30 |
| Equitable Holdings, Inc. | $2.2M | 0 | 2026-06-30 |
| First Citizens Bank & Trust Co | $2.2M | 0 | 2026-06-30 |
| Hibernia Wealth Partners, LLC | $2.2M | 7 | 2026-06-30 |
| Private Advisory Group LLC | $2.2M | 18 | 2026-06-30 |
| Valtinson Bruner Financial Planning LLC | $2.1M | 7 | 2026-06-30 |
| Newedge Advisors | $2M | 601 | 2026-06-30 |
| Perigon Wealth Management, LLC | $2M | 92 | 2026-06-30 |
| First Trust Advisors LP | $1.9M | 607 | 2026-06-30 |
| Jpmorgan Chase & Co | $1.8M | 0 | 2026-06-30 |
| Breakwater Investment Management | $1.8M | 3 | 2026-06-30 |
| Cetera Investment Advisers | $1.6M | 10,370 | 2026-06-30 |
| Merit Financial Group, LLC | $1.6M | 295 | 2026-06-30 |
| Old Mission Capital LLC | $1.5M | 0 | 2026-06-30 |
| Raleigh Capital Management Inc. | $1.3M | 13 | 2026-06-30 |
| Landmark Wealth Management, Inc. | $1.3M | 7 | 2026-06-30 |
| Goldman Sachs Group Inc | $1.3M | 0 | 2026-06-30 |
| Capital Investment Management, Inc. | $1.2M | 5 | 2026-06-30 |
| Ameriprise Financial Inc | $1.2M | 0 | 2026-06-30 |
| Vicus Capital | $1.2M | 90 | 2026-06-30 |
| Concurrent Investment Advisors, LLC | $1.2M | 349 | 2026-06-30 |
| Treasure Coast Financial Planning | $1.1M | 5 | 2026-06-30 |
| Wealthfront Advisers LLC | $1.1M | 40 | 2026-06-30 |
| Rainey & Randall Wealth Advisors Inc. | $1.1M | 4 | 2026-06-30 |
| McNamara Financial Services, Inc. | $1M | 4 | 2026-06-30 |
| Rakuten Investment Management, Inc. | $1M | 0 | 2026-06-30 |
| Tempus Wealth Planning, LLC | $974.4K | 10 | 2026-06-30 |
| Pathstone Holdings, LLC | $901.5K | 0 | 2026-06-30 |
| Royal Bank of Canada | $884K | 0 | 2026-06-30 |
| Fourth Dimension Wealth, LLC | $880.7K | 9 | 2026-06-30 |
| Osaic Holdings, Inc. | $869.5K | 0 | 2026-06-30 |
| Jane Street Group, LLC | $869.4K | 0 | 2026-06-30 |
| Leavell Investment Management, Inc. | $848.3K | 25 | 2026-06-30 |
| Principal Securities, Inc. | $826.8K | 1,463 | 2026-06-30 |
| Signal Advisors Wealth, LLC | $812.3K | 45 | 2026-06-30 |
| Ifp Advisors, Inc | $810.8K | 318 | 2026-06-30 |
| Ashton Thomas Private Wealth, LLC | $801.7K | 96 | 2026-06-30 |
| Simplicity Wealth, LLC | $762.9K | 0 | 2026-06-30 |
| Family Cfo Inc | $760.8K | 0 | 2026-06-30 |
| Kwb Wealth | $756.6K | 10 | 2026-06-30 |
| Foundations Investment Advisors, LLC | $749.4K | 302 | 2026-06-30 |
| Global Retirement Partners LLC | $744.2K | 491 | 2026-06-30 |
| Harbour Investments, Inc. | $735.5K | 247 | 2026-06-30 |
| Upper Left Wealth Management, LLC | $734.4K | 2 | 2026-06-30 |
| MML Investors Services, LLC | $733.7K | 5,120 | 2026-06-30 |
| Mariner, LLC | $677.8K | 0 | 2026-06-30 |
| Savvy Advisors, Inc. | $673.1K | 214 | 2026-06-30 |
| Transamerica Financial Advisors, LLC | $656.7K | 1,097 | 2026-06-30 |
| D.A. Davidson & Co. | $648.4K | 689 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $612.7K | 1,026 | 2026-06-30 |
| Red Lighthouse Investment Management, LLC | $577.4K | 1 | 2026-06-30 |
| Pension & Wealth Management Advisors, Inc. | $523.4K | 7 | 2026-06-30 |
| Orion Porfolio Solutions, LLC | $520.7K | 199 | 2026-06-30 |
| Stonehaven Wealth & Tax Solutions | $518.1K | 2 | 2026-06-30 |
| Rfg Advisory, LLC | $511.3K | 191 | 2026-06-30 |
| Wealthpoint Advisors | $490.6K | 3 | 2026-06-30 |
| Creative Planning | $489.7K | 1,171 | 2026-06-30 |
| Novus Advisors | $457.1K | 3 | 2026-06-30 |
| Sanctuary Advisors, LLC | $452.4K | 401 | 2026-06-30 |
| Midwest Financial Network, LLC | $446.3K | 2 | 2026-06-30 |
| Pfg Investments, LLC | $444.4K | 0 | 2026-06-30 |
| Savant Wealth Management | $442.9K | 405 | 2026-06-30 |
| Lifeworks Advisors, LLC | $433.5K | 42 | 2026-06-30 |
| Strategic Financial Planning, Inc. | $430.4K | 2 | 2026-06-30 |
| Private Advisor Group, LLC | $419.1K | 927 | 2026-06-30 |
| Blue Rock Financial Group | $407.1K | 1 | 2026-06-30 |
| James Investment Research Inc | $402.1K | 8 | 2026-06-30 |
| Wagner Wealth Management, Corp. | $378.5K | 3 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $373.7K | 481 | 2026-06-30 |
| Mercer Global Advisors Inc /adv | $369.3K | 0 | 2026-06-30 |
| Jones Financial Companies LLLP | $365.7K | 0 | 2026-06-30 |
| Lockerman Financial Group, Inc | $364.2K | 1 | 2026-06-30 |
| Diversified Enterprises, LLC | $359.1K | 29 | 2026-06-30 |
| Ae Wealth Management LLC | $354.9K | 471 | 2026-06-30 |
| Fsb Premier Wealth Management, Inc. | $345.7K | 10 | 2026-06-30 |
| Stifel Financial Corp | $342.3K | 0 | 2026-06-30 |
| Sharkey, Howes & Javer | $336.7K | 9 | 2026-06-30 |
| Beacon Pointe Advisors, LLC | $326.7K | 466 | 2026-06-30 |
| Dz Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main | $321.8K | 0 | 2026-06-30 |
| Legacy Wealth Partners, LLC | $318.1K | 9 | 2026-06-30 |
| Founders Financial Alliance, LLC | $310.2K | 32 | 2026-06-30 |
| Creative Financial Designs Inc /adv | $308.9K | 0 | 2026-06-30 |
| First Citizens Asset Management, Inc. | $308.2K | 73 | 2026-06-30 |
| Fmr LLC | $302.2K | 0 | 2026-06-30 |
| Cardiff Park Advisors, LLC | $301.8K | 1 | 2026-06-30 |
| Stratos Wealth Partners, Ltd. | $290.8K | 386 | 2026-06-30 |
| Frederick Financial Consultants, LLC | $286.4K | 0 | 2026-06-30 |
| Kestra Advisory Services, LLC | $283.6K | 1,479 | 2026-06-30 |
| Entelevest, LLC | $276.5K | 3 | 2026-06-30 |
| Transatlantique Private Wealth LLC | $276.5K | 11 | 2025-12-31 |
| Creativeone Wealth, LLC | $271K | 221 | 2026-06-30 |
| Banque Transatlantique SA | $269.4K | 0 | 2026-06-30 |
| Stonex Group Inc. | $268.5K | 0 | 2026-06-30 |
| Pcb Capital LLC | $265.2K | 2 | 2026-06-30 |
| Belpointe Asset Management LLC | $259.8K | 170 | 2026-06-30 |
| Exencial Wealth Advisors, LLC | $250.1K | 0 | 2026-03-31 |
| Focus Financial | $239.8K | 121 | 2026-06-30 |
| Argent Trust Co | $234.5K | 0 | 2026-06-30 |
| K2 Financial Inc. | $227.5K | 8 | 2026-06-30 |
| Ewa, LLC | $226.2K | 9 | 2026-06-30 |
| Cap Partners, LLC | $223.2K | 7 | 2026-06-30 |
| Onyx Bridge Wealth Group LLC | $219.7K | 22 | 2026-06-30 |
| Diversify Advisory Services, LLC | $213.1K | 116 | 2026-06-30 |
| Diversify Wealth Management, LLC | $213.1K | 78 | 2026-06-30 |
| Kelly Financial Services LLC | $208K | 7 | 2026-06-30 |
| Axxcess Wealth Management, LLC | $204.5K | 38 | 2026-06-30 |
| Fifth Third Bancorp | $167.6K | 0 | 2026-06-30 |
| Lfa - Lugano Financial Advisors SA | $150.3K | 0 | 2026-06-30 |
| Rockefeller Capital Management LP | $138.4K | 346 | 2026-06-30 |
| Sbi Securities Co., Ltd. | $131.5K | 0 | 2026-06-30 |
| Ep Wealth Advisors, LLC | $128.4K | 338 | 2026-06-30 |
| Cwm, LLC | $122.1K | 667 | 2026-03-31 |
| Richardson Financial Services | $116.5K | 4 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $101.8K | 480 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $98.3K | 193 | 2026-06-30 |
| Versant Capital Management, Inc. | $89.9K | 11 | 2026-06-30 |
| Franklin Resources Inc | $88.2K | 0 | 2026-06-30 |
| Country Trust Bank | $76.6K | 0 | 2026-06-30 |
| Caitlin John, LLC | $66.8K | 24 | 2026-06-30 |
| Efg International AG | $64K | 0 | 2026-06-30 |
| Wpg Advisers, LLC | $62.7K | 4 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $61.4K | 0 | 2026-06-30 |
| Ifg Advisory, LLC | $59.1K | 110 | 2026-06-30 |
| Vermillion Wealth Management, Inc. | $58.2K | 4 | 2026-06-30 |
| Gunpowder Capital Management, LLC Dba Oliver Wealth Management | $56.6K | 0 | 2026-06-30 |
| Golden State Wealth Management, LLC | $54.5K | 47 | 2026-06-30 |
| Qube Research & Technologies Ltd | $45.7K | 0 | 2026-06-30 |
| Richard W. Paul & Associates, LLC | $41.9K | 7 | 2026-06-30 |
| TD Waterhouse Canada Inc. | $41.9K | 0 | 2026-06-30 |
| Smartleaf Asset Management LLC | $39.7K | 9 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $38K | 21 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $37.5K | 0 | 2026-06-30 |
| Parallel Advisors, LLC | $36.8K | 75 | 2026-06-30 |
| Rossby Financial, Lcc | $32.4K | 31 | 2026-06-30 |
| Triumph Capital Management | $29.6K | 14 | 2026-06-30 |
| Corecap Advisors, LLC | $29.4K | 118 | 2026-06-30 |
| Migdal Insurance & Financial Holdings Ltd. | $28.3K | 0 | 2026-06-30 |
| Allworth Financial, LP | $28.2K | 317 | 2026-06-30 |
| Pacifica Partners Inc. | $27.9K | 8 | 2026-06-30 |
| Buck Wealth Strategies, LLC | $26.8K | 50 | 2026-06-30 |
| Thompson Investment Management, Inc. | $24.6K | 6 | 2026-06-30 |
| Lowe Wealth Advisors, LLC | $24K | 0 | 2025-09-30 |
| Binnacle Investments Inc | $20.2K | 5 | 2025-09-30 |
| Optimum Investment Advisors | $16.6K | 0 | 2025-09-30 |
| Pfs Partners, LLC | $14K | 10 | 2026-06-30 |
| Vanguard Advisers Inc | $13.8K | 2,469 | 2026-06-30 |
| Ameriflex Group, Inc. | $13.7K | 212 | 2026-06-30 |
| Ashton Thomas Securities, LLC | $13.3K | 37 | 2026-06-30 |
| 1620 Investment Advisors, Inc. | $13K | 4 | 2026-06-30 |
| Jackson Hole Capital Partners, LLC | $11K | 0 | 2026-03-31 |
| Mcf Advisors LLC | $11K | 33 | 2026-06-30 |
| Hoey Investments, Inc | $10.1K | 1 | 2026-06-30 |
| Advisornet Wealth Partners | $9.4K | 58 | 2026-06-30 |
| Fsa Wealth Management LLC | $8.8K | 0 | 2025-09-30 |
| Arax Advisory Partners | $8.6K | 232 | 2026-06-30 |
| Atlantic Union Bankshares Corp | $8.4K | 0 | 2026-06-30 |
| Pinnacle Wealth Planning Services, Inc. | $8K | 20 | 2026-06-30 |
| Bank of Montreal /can | $7.5K | 0 | 2026-06-30 |
| Brown, Lisle/cummings, Inc. | $7.5K | 8 | 2026-03-31 |
| Evolution Wealth Management Inc. | $7.4K | 3 | 2026-06-30 |
| Hm Payson & Co | $7.1K | 0 | 2026-06-30 |
| Strategic Wealth Partners, Ltd. | $7.1K | 0 | 2026-06-30 |
| Sittner & Nelson, LLC | $6.6K | 4 | 2026-06-30 |
| Spire Wealth Management | $6K | 3 | 2026-06-30 |
| Brown Brothers Harriman Mutual Fund Advisory Department | $5.3K | 0 | 2026-06-30 |
| Bartlett & Co. Wealth Management LLC | $5.3K | 32 | 2026-06-30 |
| Private Trust Co NA | $5K | 0 | 2026-06-30 |
| Capital Investment Advisory Services, LLC | $4.6K | 103 | 2026-06-30 |
| Synergy Investment Management, LLC | $4.5K | 19 | 2026-06-30 |
| Crossgen Wealth LLC | $3.8K | 2 | 2026-06-30 |
| International Assets Investment Management, LLC | $3.8K | 122 | 2026-06-30 |
| Continuum Advisory, LLC | $3.7K | 40 | 2026-06-30 |
| Abound Wealth Management | $3.6K | 16 | 2026-06-30 |
| O'Shaughnessy Asset Management, LLC | $3.5K | 58 | 2026-06-30 |
| Gill Capital Partners | $3.5K | 10 | 2026-06-30 |
| Marble Trail Advisors | $3.2K | 4 | 2026-06-30 |
| Park Avenue Securities LLC | $3.1K | 1,908 | 2026-06-30 |
| Alphacore Capital LLC | $3.1K | 69 | 2026-06-30 |
| Irc Wealth | $2.9K | 7 | 2026-06-30 |
| Reap Financial Group, LLC | $2.8K | 7 | 2026-06-30 |
| Prosperity Bancshares Inc | $2.8K | 0 | 2026-06-30 |
| Virtu Financial LLC | $2.7K | 0 | 2026-06-30 |
| Huntington National Bank | $2.6K | 0 | 2026-06-30 |
| Ascentis Independent Advisors | $2.6K | 53 | 2026-06-30 |
| Ameritas Advisory Services, LLC | $2.5K | 550 | 2026-06-30 |
| Timbuktu Capital Management, LLC | $2.5K | 1 | 2026-06-30 |
| Community Bank, N.A. | $2.4K | 0 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $2K | 3,940 | 2026-03-31 |
| Clearstead; Clearstead Advisory Solutions | $1.9K | 64 | 2026-06-30 |
| Cassaday & Co Wealth Management LLC | $1.5K | 47 | 2026-06-30 |
| Financial Consulate, Inc | $1K | 13 | 2026-06-30 |
| Larson Financial Group LLC | $1K | 67 | 2026-06-30 |
| Silver Grove Financial Group, Inc. | $795 | 17 | 2026-06-30 |
| Russell Investments Group, Ltd. | $774 | 0 | 2026-06-30 |
| Citigroup Inc | $774 | 0 | 2026-06-30 |
| Sunbelt Securities, Inc. | $764 | 63 | 2026-03-31 |
| US Bancorp | $753 | 0 | 2026-06-30 |
| Fmp Wealth Advisers | $649 | 14 | 2026-06-30 |
| Salomon & Ludwin, LLC | $643 | 6 | 2026-06-30 |
| Ameritas Investment Partners, Inc. | $631 | 7 | 2026-06-30 |
| Blair William & Co/il | $607 | 329 | 2026-06-30 |
| Quest 10 Wealth Builders, Inc. | $544 | 3 | 2026-06-30 |
| Solstein Capital, LLC | $356 | 2 | 2026-06-30 |
| Summit Global Investments | $347 | 99 | 2026-06-30 |
| Spurstone Advisory Services, LLC | $332 | 0 | 2026-06-30 |
| Frazier Financial Advisors, LLC | $324 | 11 | 2026-06-30 |
| McGuire Capital Advisors Inc | $314 | 4 | 2026-06-30 |
| Mosley Wealth Management | $314 | 12 | 2026-06-30 |
| Eversource Wealth Advisors, LLC | $293 | 77 | 2026-06-30 |
| Cva Family Office, LLC | $272 | 8 | 2026-06-30 |
| Cnb Bank | $251 | 0 | 2026-06-30 |
| Realta Investment Advisors | $230 | 57 | 2026-06-30 |
| Central Trust Co | $189 | 0 | 2026-06-30 |
| Guerra Advisors Inc | $128 | 17 | 2025-09-30 |
| Cape Investment Advisory, Inc. | $126 | 35 | 2026-06-30 |
| CIBC Private Wealth Group LLC | $107 | 0 | 2025-12-31 |