| Charles Schwab Investment Management Inc | $172.4M | 37 | 2026-06-30 |
| Lido Advisors, LLC | $136.1M | 320 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $74.7M | 0 | 2026-06-30 |
| Ameriprise Financial Inc | $47.5M | 0 | 2026-06-30 |
| Morgan Stanley | $43.5M | 23,185 | 2026-06-30 |
| Agf Management Ltd | $38.8M | 0 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $16.6M | 2,863 | 2026-06-30 |
| Full Sail Capital, LLC | $16.1M | 0 | 2025-09-30 |
| Mercer Global Advisors Inc /adv | $15.5M | 0 | 2026-06-30 |
| Independence Financial Advisors, LLC | $12.9M | 8 | 2026-06-30 |
| Kestra Advisory Services, LLC | $11.7M | 1,479 | 2026-06-30 |
| Redstone Wealth Management, LLC | $11.6M | 4 | 2026-06-30 |
| Lpl Financial LLC | $10.8M | 23,458 | 2026-06-30 |
| Guerra Advisors Inc | $10.5M | 17 | 2025-09-30 |
| Royal Bank of Canada | $10M | 0 | 2026-06-30 |
| Stifel Financial Corp | $9.8M | 0 | 2026-06-30 |
| Crumly & Associates Inc. | $9.8M | 6 | 2026-06-30 |
| Ae Wealth Management LLC | $8.4M | 471 | 2026-06-30 |
| Citigroup Inc | $8.2M | 0 | 2026-06-30 |
| Yoder Wealth Management, Inc. | $8.2M | 2 | 2026-06-30 |
| Wells Fargo & Company/mn | $7.5M | 0 | 2026-06-30 |
| Fischer Financial Services, Inc. | $7.3M | 4 | 2026-06-30 |
| Osaic Holdings, Inc. | $7M | 0 | 2026-06-30 |
| Vertex Investment Solutions Co., Ltd. | $6.3M | 0 | 2026-06-30 |
| Hightower Advisors, LLC | $6M | 1,046 | 2026-06-30 |
| UBS Group AG | $5.2M | 0 | 2026-06-30 |
| Bank of America Corp /de | $5.2M | 0 | 2026-06-30 |
| Northcoast Asset Management LLC | $5.1M | 31 | 2026-06-30 |
| Southern Capital Advisors, LLC | $5M | 6 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $4.8M | 481 | 2026-06-30 |
| Kingswood Wealth Advisors, LLC | $4.4M | 123 | 2026-06-30 |
| Smith Salley Wealth Management | $4M | 17 | 2026-06-30 |
| Raymond James Financial Inc | $3.9M | 0 | 2026-06-30 |
| Maltin Wealth Management, Inc. | $3.6M | 4 | 2026-06-30 |
| Atlas Capital Advisors Inc. | $3.5M | 8 | 2026-06-30 |
| Bnp Paribas Financial Markets | $3.5M | 0 | 2026-06-30 |
| Nlb Skladi, Upravljanje Premozenja, D.o.o. | $3.5M | 0 | 2026-06-30 |
| Fmr LLC | $2.5M | 0 | 2026-06-30 |
| Alliance Private Wealth, LLC | $2.2M | 7 | 2026-06-30 |
| Susquehanna International Group, LLP | $2.2M | 0 | 2026-06-30 |
| Orion Porfolio Solutions, LLC | $2.1M | 199 | 2026-06-30 |
| Gts Securities LLC | $2M | 0 | 2026-06-30 |
| Pacific Sun Financial Corp | $2M | 3 | 2026-06-30 |
| Stonebridge Financial Planning Group, LLC | $2M | 5 | 2026-06-30 |
| Lynch & Associates/in | $1.9M | 7 | 2026-06-30 |
| Meridian Wealth Management, LLC | $1.8M | 58 | 2026-06-30 |
| Jones Financial Companies LLLP | $1.8M | 0 | 2026-06-30 |
| New York Life Investment Management LLC | $1.8M | 89 | 2026-06-30 |
| Snowden Capital Advisors LLC | $1.7M | 122 | 2026-06-30 |
| Mechanics Bank Trust Department | $1.6M | 0 | 2026-06-30 |
| D. E. Shaw & Co., LP | $1.6M | 0 | 2026-06-30 |
| American National Bank & Trust | $1.6M | 0 | 2026-06-30 |
| Beckerman Wealth | $1.5M | 4 | 2026-06-30 |
| Mai Capital Management | $1.5M | 308 | 2026-06-30 |
| Arkadios Wealth Advisors | $1.5M | 226 | 2026-06-30 |
| Jacobs Equity LLC | $1.5M | 3 | 2026-06-30 |
| Heck Capital Advisors, LLC | $1.5M | 24 | 2026-06-30 |
| Live Oak Investment Partners | $1.5M | 3 | 2026-06-30 |
| Kestra Private Wealth Services, LLC | $1.4M | 206 | 2026-06-30 |
| Maxele Advisors, LLC | $1.3M | 2 | 2026-06-30 |
| Vista Investment Management | $1.3M | 4 | 2026-06-30 |
| Nomura Asset Management Co Ltd | $1.3M | 0 | 2026-06-30 |
| Kdk Private Wealth Management, LLC | $1.3M | 5 | 2026-06-30 |
| Merit Financial Group, LLC | $1.2M | 295 | 2026-06-30 |
| Epg Wealth Management LLC | $1.2M | 11 | 2026-06-30 |
| Fifth Third Securities, Inc. | $1.2M | 1,014 | 2026-06-30 |
| Cetera Investment Advisers | $1.2M | 10,370 | 2026-06-30 |
| Court Place Advisors, LLC | $1.2M | 0 | 2025-09-30 |
| MML Investors Services, LLC | $1.1M | 5,120 | 2026-06-30 |
| Jpmorgan Chase & Co | $1.1M | 0 | 2026-06-30 |
| Summit Financial, LLC | $1.1M | 229 | 2026-06-30 |
| Creative Planning | $1M | 1,171 | 2026-06-30 |
| Novem Group | $986.7K | 32 | 2026-06-30 |
| Integrity Alliance, Llc. | $982.5K | 353 | 2026-06-30 |
| Sunbelt Securities, Inc. | $925.1K | 63 | 2026-03-31 |
| Advisory Services Network | $907.1K | 253 | 2026-06-30 |
| Main Street Financial Solutions, LLC | $895.9K | 41 | 2026-06-30 |
| Birchcreek Wealth Management, LLC | $884.3K | 5 | 2026-06-30 |
| Acorn Financial Advisory Services Inc /adv | $876.2K | 17 | 2026-06-30 |
| Envestnet Pmc | $835K | 60 | 2026-06-30 |
| Soltis Investment Advisors LLC | $801.7K | 78 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $718.9K | 1,026 | 2026-06-30 |
| Tower Research Capital LLC (trc) | $717.7K | 0 | 2026-06-30 |
| Atlas Brown, Inc. | $717.7K | 7 | 2026-06-30 |
| Victory Capital Management Inc. | $704.3K | 106 | 2026-06-30 |
| Arax Advisory Partners | $628K | 232 | 2026-06-30 |
| HSBC Holdings PLC | $622.7K | 0 | 2026-06-30 |
| Sigma Planning Corp | $614.4K | 474 | 2026-06-30 |
| Bayshore Capital Advisors, LLC | $565.3K | 0 | 2026-06-30 |
| Sovran Advisors, LLC | $525K | 70 | 2026-06-30 |
| Elm3 Financial Group, LLC | $524.6K | 3 | 2026-06-30 |
| Kcm Investment Advisors LLC | $510.8K | 7 | 2026-06-30 |
| Equitable Holdings, Inc. | $494.5K | 0 | 2026-06-30 |
| Redwood Financial Network Corp | $481K | 8 | 2026-06-30 |
| Focus Partners Advisor Solutions, LLC | $477.4K | 42 | 2026-06-30 |
| Lifeworks Advisors, LLC | $473.6K | 42 | 2026-06-30 |
| Diversify Advisory Services, LLC | $463.9K | 116 | 2026-06-30 |
| Diversify Wealth Management, LLC | $463.9K | 78 | 2026-06-30 |
| Mariner, LLC | $433.6K | 0 | 2026-06-30 |
| Quantinno Capital Management LP | $417.6K | 0 | 2026-06-30 |
| Odyssey Capital Advisors, Inc. | $415.2K | 5 | 2026-06-30 |
| Smith Shellnut Wilson LLC /adv | $377.6K | 12 | 2026-06-30 |
| Newedge Advisors | $359.9K | 601 | 2026-06-30 |
| Charter Oak Capital Management, LLC | $343.1K | 0 | 2026-03-31 |
| Vci Wealth Management LLC | $342.2K | 22 | 2026-06-30 |
| Badgley Phelps Wealth Managers, LLC | $341.2K | 28 | 2026-06-30 |
| Apollon Wealth Management, LLC | $338.5K | 151 | 2026-06-30 |
| Pathstone Holdings, LLC | $335K | 0 | 2026-06-30 |
| Iht Wealth Management LLC | $330K | 159 | 2026-06-30 |
| CIBC Private Wealth Group LLC | $324.7K | 0 | 2025-12-31 |
| Williams & Novak, LLC | $317.7K | 5 | 2026-06-30 |
| Asset One Wealth Management LLC | $313K | 18 | 2026-06-30 |
| Principal Securities, Inc. | $310.2K | 1,463 | 2026-06-30 |
| Capital Square, LLC | $305.8K | 11 | 2026-06-30 |
| Prairie Wealth Advisors, Inc. | $303.4K | 9 | 2026-06-30 |
| J.W. Cole Advisors, Inc. | $297K | 499 | 2026-06-30 |
| Private Advisor Group, LLC | $295.2K | 927 | 2026-06-30 |
| Purefi Wealth, LLC | $294.1K | 7 | 2026-06-30 |
| Schmidt P J Investment Management Inc | $292.7K | 0 | 2026-06-30 |
| Savvy Advisors, Inc. | $288.6K | 214 | 2026-06-30 |
| Sanchez Gaunt Capital Management, LLC | $287.4K | 3 | 2026-06-30 |
| Sanctuary Advisors, LLC | $287.4K | 401 | 2026-06-30 |
| Leigh Baldwin & Co., LLC | $286.7K | 18 | 2026-06-30 |
| Blue Fin Capital, Inc. | $285.4K | 0 | 2026-06-30 |
| Mission Wealth Management, LP | $279.3K | 138 | 2026-06-30 |
| Goldman Sachs Group Inc | $277.2K | 0 | 2026-06-30 |
| Longview Wealth Management | $276.6K | 0 | 2026-06-30 |
| Piscataqua Savings Bank | $270.7K | 0 | 2026-06-30 |
| Nwam LLC | $270.6K | 62 | 2026-06-30 |
| Elmwood Wealth Management, Inc. | $263.1K | 4 | 2026-06-30 |
| Lasalle St. Investment Advisors, LLC | $260K | 161 | 2026-06-30 |
| Focus Partners Wealth | $250.8K | 1,048 | 2026-06-30 |
| Harel Insurance Investments & Financial Services Ltd. | $247.2K | 0 | 2026-06-30 |
| Harbour Investments, Inc. | $241.6K | 247 | 2026-06-30 |
| Integral Wealth Management | $237.6K | 5 | 2026-06-30 |
| Svb Wealth LLC | $232.9K | 80 | 2026-06-30 |
| O'Shaughnessy Asset Management, LLC | $232K | 58 | 2026-06-30 |
| Stratos Wealth Partners, Ltd. | $231.9K | 386 | 2026-06-30 |
| Signal Advisors Wealth, LLC | $222.1K | 45 | 2026-06-30 |
| Rosenberg Matthew Hamilton | $216.1K | 4 | 2026-06-30 |
| Brandywine Oak Private Wealth LLC | $215.3K | 10 | 2026-06-30 |
| Highpoint Advisor Group LLC | $212.5K | 114 | 2026-06-30 |
| Rwa Wealth Partners, LLC | $210K | 72 | 2026-06-30 |
| Corient Private Wealth LP | $207.1K | 674 | 2026-06-30 |
| Comerica Bank | $206.9K | 0 | 2025-12-31 |
| McRae Capital Management Inc | $204.2K | 3 | 2026-06-30 |
| Aspetuck Financial Management LLC | $202.9K | 1 | 2026-06-30 |
| Purkiss Capital Advisors LLC | $201.7K | 5 | 2026-06-30 |
| Atlantic Union Bankshares Corp | $187.4K | 0 | 2026-06-30 |
| Howe & Rusling Inc | $177K | 10 | 2026-06-30 |
| Blackrock, Inc. | $142.4K | 0 | 2026-06-30 |
| Fifth Third Bancorp | $141.2K | 0 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $133.7K | 480 | 2026-06-30 |
| Brown Brothers Harriman Mutual Fund Advisory Department | $112.6K | 0 | 2026-06-30 |
| Farther Finance Advisors, LLC | $101.4K | 334 | 2026-06-30 |
| Rockefeller Capital Management LP | $89.9K | 346 | 2026-06-30 |
| Sage Mountain Advisors LLC | $86.4K | 21 | 2026-06-30 |
| Creative Financial Designs Inc /adv | $71.1K | 0 | 2026-06-30 |
| Qube Research & Technologies Ltd | $62K | 0 | 2026-06-30 |
| Global Retirement Partners LLC | $53.9K | 491 | 2026-06-30 |
| Ifp Advisors, Inc | $53.4K | 318 | 2026-06-30 |
| Cwm, LLC | $53.1K | 667 | 2026-03-31 |
| Elevated Capital Advisors, LLC | $48.9K | 20 | 2026-06-30 |
| Gables Capital Management Inc. | $46K | 3 | 2026-06-30 |
| Decker Retirement Planning Inc. | $39.8K | 10 | 2026-06-30 |
| Beacon Investment Advisory Services, Inc. | $39.7K | 31 | 2026-06-30 |
| Rossby Financial, Lcc | $39.7K | 31 | 2026-06-30 |
| Colonial Trust Co / Sc | $39.7K | 0 | 2026-06-30 |
| New Millennium Group LLC | $38.8K | 13 | 2025-12-31 |
| Signature Resources Capital Management, LLC | $38.7K | 0 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $29.8K | 21 | 2026-06-30 |
| Allied Private Wealth LLC | $29.7K | 3 | 2026-06-30 |
| Regatta Research & Money Management LLC | $29K | 6 | 2026-06-30 |
| Private Trust Co NA | $28.6K | 0 | 2026-06-30 |
| Clearstead; Clearstead Advisory Solutions | $26.1K | 64 | 2026-06-30 |
| Cassaday & Co Wealth Management LLC | $22.1K | 47 | 2026-06-30 |
| Trust Co of Vermont | $20.8K | 0 | 2026-06-30 |
| Ghp Investment Advisors Inc | $20.8K | 27 | 2026-06-30 |
| Parallel Advisors, LLC | $18.2K | 75 | 2026-06-30 |
| Franklin Resources Inc | $17.9K | 0 | 2026-06-30 |
| Silver Grove Financial Group, Inc. | $17.8K | 17 | 2026-06-30 |
| Assetmark, Inc | $15.8K | 220 | 2026-06-30 |
| Advisornet Wealth Partners | $14.5K | 58 | 2026-06-30 |
| Bank of Montreal /can | $13.3K | 0 | 2026-06-30 |
| Physician Wealth Advisors, Inc. | $11.6K | 9 | 2026-06-30 |
| Russell Investments Group, Ltd. | $11.4K | 0 | 2026-06-30 |
| Alphacore Capital LLC | $11.3K | 69 | 2026-06-30 |
| Anfield Capital Management, LLC | $11.1K | 0 | 2026-03-31 |
| Financial Network Wealth Advisors LLC | $9.4K | 7 | 2026-06-30 |
| Allworth Financial, LP | $9.2K | 317 | 2026-06-30 |
| Gamma Investing LLC | $9.2K | 7 | 2026-06-30 |
| Copia Wealth Management | $8.7K | 4 | 2026-06-30 |
| Motco | $7.9K | 0 | 2026-06-30 |
| Dunhill Financial, LLC | $7.6K | 12 | 2026-06-30 |
| Blair William & Co/il | $7.6K | 329 | 2026-06-30 |
| Washington Trust Advisors | $6.9K | 14 | 2026-06-30 |
| Pillar Financial Advisors, LLC | $6.7K | 4 | 2026-06-30 |
| Wpg Advisers, LLC | $5.5K | 4 | 2026-06-30 |
| Capital Investment Advisory Services, LLC | $5.1K | 103 | 2026-06-30 |
| Mark Sheptoff Financial Planning LLC | $5K | 0 | 2026-06-30 |
| TD Waterhouse Canada Inc. | $5K | 0 | 2026-06-30 |
| Janney Montgomery Scott LLC | $4.9K | 1,342 | 2026-06-30 |
| Godfrey Financial Associates, Inc. | $4.9K | 3 | 2026-06-30 |
| Wolff Wiese Magana LLC | $4.8K | 4 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $4.2K | 3,940 | 2026-03-31 |
| Midfirst Bank | $4.2K | 0 | 2026-06-30 |
| Thrivent Financial for Lutherans | $3.9K | 0 | 2026-06-30 |
| Chapman Financial Group, LLC | $3.4K | 0 | 2026-06-30 |
| US Bancorp | $3K | 0 | 2026-06-30 |
| Brown, Lisle/cummings, Inc. | $2.9K | 8 | 2026-03-31 |
| Quest 10 Wealth Builders, Inc. | $1.7K | 3 | 2026-06-30 |
| Cx Institutional | $1.6K | 80 | 2026-06-30 |
| Birchbrook, Inc. | $1.6K | 6 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $1.3K | 193 | 2026-06-30 |
| Capital A Wealth Management, LLC | $1.2K | 12 | 2025-06-30 |
| Allspring Global Investments Holdings, LLC | $1.2K | 0 | 2026-06-30 |
| Golden State Wealth Management, LLC | $842 | 47 | 2026-06-30 |
| Ashton Thomas Private Wealth, LLC | $486 | 96 | 2026-06-30 |
| Ark Invest | $482 | 0 | 2026-06-30 |
| Smithfield Trust Co | $469 | 0 | 2026-06-30 |
| Park Avenue Securities LLC | $240 | 1,908 | 2026-06-30 |
| Federation Des Caisses Desjardins Du Quebec | $139 | 0 | 2026-06-30 |
| Signaturefd, LLC | $55 | 49 | 2026-06-30 |
| Pension & Wealth Management Advisors, Inc. | $34 | 7 | 2026-06-30 |
| Tsfg, LLC | $6 | 6 | 2026-06-30 |