| Wells Fargo & Company/mn | $226.6M | 0 | 2026-06-30 |
| Sigfig Wealth Management, LLC | $172.5M | 4 | 2026-06-30 |
| Goldman Sachs Group Inc | $169.2M | 0 | 2026-06-30 |
| Envestnet Pmc | $162.6M | 60 | 2026-06-30 |
| Lpl Financial LLC | $114M | 23,458 | 2026-06-30 |
| Arvest Bank Trust Division | $57.6M | 0 | 2026-06-30 |
| State of Wisconsin Investment Board | $56.8M | 0 | 2026-06-30 |
| Morgan Stanley | $48.7M | 23,185 | 2026-06-30 |
| Hb Wealth Management, LLC | $47.4M | 169 | 2026-06-30 |
| Jane Street Group, LLC | $39M | 0 | 2026-06-30 |
| Bank of America Corp /de | $36.8M | 0 | 2026-06-30 |
| United Capital Financial Advisors, LLC | $33.4M | 166 | 2026-06-30 |
| Principal Securities, Inc. | $31M | 1,463 | 2026-06-30 |
| Royal Bank of Canada | $24.8M | 0 | 2026-06-30 |
| Cetera Investment Advisers | $24.3M | 10,370 | 2026-06-30 |
| First Foundation Advisors | $22.3M | 29 | 2026-06-30 |
| Raymond James Financial Inc | $22.3M | 0 | 2026-06-30 |
| Arvest Investments, Inc. | $21.8M | 204 | 2026-06-30 |
| Envestnet Portfolio Solutions, Inc. | $20.5M | 3 | 2026-06-30 |
| UBS Group AG | $15.4M | 0 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $13.7M | 2,863 | 2026-06-30 |
| American National Bank & Trust | $13.5M | 0 | 2026-06-30 |
| Sanctuary Advisors, LLC | $12M | 401 | 2026-06-30 |
| Apella Capital, LLC | $12M | 104 | 2026-06-30 |
| Vestmark Advisory Solutions, Inc. | $11.2M | 8 | 2026-06-30 |
| Elevation Point Wealth Partners, LLC | $11.2M | 56 | 2026-06-30 |
| Strategic Financial Services, Inc. | $10.7M | 28 | 2026-06-30 |
| Spinnaker Trust | $9.7M | 0 | 2026-06-30 |
| Corecap Advisors, LLC | $8.1M | 118 | 2026-06-30 |
| Marshall Wace, LLP | $7.7M | 0 | 2026-06-30 |
| Central Trust Co | $7.5M | 0 | 2026-06-30 |
| Destiny Wealth Partners, LLC | $7.5M | 16 | 2026-06-30 |
| Anchor Investment Management, LLC | $5.7M | 6 | 2026-03-31 |
| Alphacore Capital LLC | $5.2M | 69 | 2026-06-30 |
| Gladstone Institutional Advisory LLC | $4.6M | 108 | 2026-06-30 |
| Keebeck Wealth Management | $4.5M | 5 | 2026-06-30 |
| Asset Advisors Investment Management, LLC | $4M | 5 | 2026-06-30 |
| Susquehanna International Group, LLP | $3.8M | 0 | 2026-06-30 |
| Old Mission Capital LLC | $3.7M | 0 | 2026-06-30 |
| Gfg Capital, LLC | $3.7M | 1 | 2026-06-30 |
| 1900 Wealth | $3.5M | 18 | 2026-06-30 |
| Clay Northam Wealth Management | $3.4M | 2 | 2026-06-30 |
| Newedge Advisors | $2.8M | 601 | 2026-06-30 |
| Baird Financial Group, Inc. | $2.6M | 0 | 2026-06-30 |
| Pks Advisory Services, LLC | $2.6M | 46 | 2026-06-30 |
| Osaic Holdings, Inc. | $2.5M | 0 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $2.4M | 0 | 2026-06-30 |
| Atwood & Palmer Inc | $2.3M | 7 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $2M | 1,026 | 2026-06-30 |
| Jpmorgan Chase & Co | $2M | 0 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $1.8M | 480 | 2026-06-30 |
| &partners | $1.7M | 555 | 2026-06-30 |
| Prostatis Group LLC | $1.6M | 15 | 2026-06-30 |
| Lifeplan Investment Advisors, Inc. | $1.4M | 4 | 2026-06-30 |
| Bank of New York Mellon Corp | $1.4M | 0 | 2026-06-30 |
| True Private Wealth Advisors | $1.4M | 11 | 2026-06-30 |
| Cerity Partners LLC | $1.4M | 777 | 2026-06-30 |
| Mengis Capital Management, Inc. | $1.3M | 6 | 2026-06-30 |
| Elmwood Wealth Management, Inc. | $1.3M | 4 | 2026-06-30 |
| Stifel Financial Corp | $1.3M | 0 | 2026-06-30 |
| Empirical Asset Management, LLC | $1.2M | 12 | 2026-06-30 |
| B. Riley Wealth Advisors, Inc. | $1.1M | 170 | 2026-06-30 |
| Founders Financial Alliance, LLC | $1.1M | 32 | 2026-06-30 |
| Citigroup Inc | $1.1M | 0 | 2026-06-30 |
| Creative Planning | $1.1M | 1,171 | 2026-06-30 |
| Golden State Wealth Management, LLC | $1M | 47 | 2026-06-30 |
| World Investment Advisors | $1M | 359 | 2026-06-30 |
| Portfolio Resources Advisor Group, Inc. | $997.5K | 11 | 2026-06-30 |
| Ep Wealth Advisors, LLC | $986.4K | 338 | 2026-06-30 |
| Apollon Financial, LLC | $970.6K | 20 | 2026-06-30 |
| Arax Advisory Partners | $938K | 232 | 2026-06-30 |
| Syntegra Private Wealth Group, LLC | $919.8K | 12 | 2026-06-30 |
| Iag Wealth Partners, LLC | $883.7K | 17 | 2026-06-30 |
| Vise Technologies, Inc. | $877.6K | 0 | 2026-06-30 |
| Integrated Wealthcare, LLC | $828.5K | 3 | 2026-06-30 |
| Rockefeller Capital Management LP | $821.4K | 346 | 2026-06-30 |
| Edge Financial Advisors LLC | $799.4K | 0 | 2025-12-31 |
| Private Advisor Group, LLC | $790.3K | 927 | 2026-06-30 |
| Sageview Advisory Group, LLC | $767.4K | 94 | 2026-06-30 |
| Worth Financial Advisory Group, LLC | $749.9K | 7 | 2026-06-30 |
| MML Investors Services, LLC | $735.9K | 5,120 | 2026-06-30 |
| Whittier Trust Co of Nevada Inc | $731.3K | 0 | 2026-06-30 |
| Kelman-Lazarov, Inc. | $634.4K | 13 | 2026-06-30 |
| Strategies Wealth Advisors, LLC | $623.9K | 18 | 2026-06-30 |
| Farther Finance Advisors, LLC | $591.4K | 334 | 2026-06-30 |
| Whittier Trust Co | $571.4K | 0 | 2026-06-30 |
| Morris Financial Concepts, Inc. | $567K | 1 | 2026-06-30 |
| Aqr Capital Management LLC | $566.2K | 1 | 2026-06-30 |
| Jones Financial Companies LLLP | $555.9K | 0 | 2026-06-30 |
| Orion Porfolio Solutions, LLC | $548.7K | 199 | 2026-06-30 |
| Beacon Financial Advisory LLC | $537.5K | 13 | 2026-06-30 |
| Haverford Trust Co | $520.5K | 0 | 2026-06-30 |
| Brown Advisory Inc | $472K | 0 | 2026-06-30 |
| Sigma Planning Corp | $470.9K | 474 | 2026-06-30 |
| Hexagon Capital Partners LLC | $469.3K | 5 | 2026-06-30 |
| Clearwater Capital Advisors, LLC | $467.5K | 15 | 2026-06-30 |
| Maia Wealth LLC | $443.7K | 41 | 2026-06-30 |
| Altfest L J & Co Inc | $428.9K | 19 | 2026-06-30 |
| Western Wealth Management, LLC | $416.2K | 112 | 2026-06-30 |
| Wealthspire Advisors, LLC | $415.7K | 237 | 2026-06-30 |
| Wedmont Private Capital | $415.3K | 12 | 2026-06-30 |
| Fmr LLC | $411.5K | 0 | 2026-06-30 |
| Glenview Trust Co | $409.2K | 0 | 2026-06-30 |
| Private Trust Co NA | $399.8K | 0 | 2026-06-30 |
| Hightower Advisors, LLC | $394.5K | 1,046 | 2026-06-30 |
| Global Retirement Partners LLC | $374.5K | 491 | 2026-06-30 |
| Creativeone Wealth, LLC | $364.6K | 221 | 2026-06-30 |
| Annex Advisory Services, LLC | $360.8K | 98 | 2026-06-30 |
| Flagstar Securities, Inc | $343.3K | 30 | 2026-06-30 |
| Kathmere Capital Management, LLC | $334.5K | 17 | 2026-06-30 |
| Advisory Services Network | $332.9K | 253 | 2026-06-30 |
| Steelpeak Wealth, LLC | $330.1K | 42 | 2026-06-30 |
| Mariner, LLC | $329.5K | 0 | 2026-06-30 |
| Kestra Advisory Services, LLC | $329.3K | 1,479 | 2026-06-30 |
| D.A. Davidson & Co. | $324.6K | 689 | 2026-06-30 |
| Greenspring Advisors, LLC | $318.9K | 44 | 2026-06-30 |
| Founders Financial Securities LLC | $311.5K | 117 | 2026-06-30 |
| Transamerica Financial Advisors, LLC | $304.8K | 1,097 | 2026-06-30 |
| Naviter Wealth, LLC | $302.3K | 16 | 2026-06-30 |
| Mai Capital Management | $296.4K | 308 | 2026-06-30 |
| Legacy Advisors, LLC | $279.1K | 19 | 2026-06-30 |
| Regal Investment Advisors LLC | $271.1K | 117 | 2026-06-30 |
| Focus Partners Advisor Solutions, LLC | $264.3K | 42 | 2026-06-30 |
| Gateway Wealth Partners, LLC | $258.6K | 101 | 2026-06-30 |
| U.S. Capital Wealth Advisors, LLC | $258.2K | 0 | 2026-03-31 |
| Quantinno Capital Management LP | $257.4K | 0 | 2026-06-30 |
| Cambridge Advisors Inc. | $244.4K | 4 | 2026-06-30 |
| Endeavor Private Wealth, Inc. | $233.5K | 12 | 2026-06-30 |
| Perigon Wealth Management, LLC | $232.7K | 92 | 2026-06-30 |
| Wealthfront Advisers LLC | $231.9K | 40 | 2026-06-30 |
| Perennial Investment Advisors, LLC | $227.3K | 49 | 2026-06-30 |
| Fifth Third Bancorp | $217.1K | 0 | 2026-06-30 |
| World Equity Group, Inc. | $212K | 56 | 2026-06-30 |
| Archford Capital Strategies, LLC | $203.8K | 16 | 2026-06-30 |
| Adamsbrown Wealth Consultants LLC | $203.6K | 15 | 2026-06-30 |
| Comerica Bank | $175.2K | 0 | 2025-12-31 |
| O'Shaughnessy Asset Management, LLC | $158.4K | 58 | 2026-06-30 |
| UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC | $108.9K | 0 | 2026-06-30 |
| Cornerstone Planning Group LLC | $108.2K | 23 | 2026-06-30 |
| Betterment LLC | $105.3K | 28 | 2026-06-30 |
| Parallel Advisors, LLC | $99.6K | 75 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $88.6K | 481 | 2026-06-30 |
| Ggm Financial LLC | $88.1K | 6 | 2026-06-30 |
| Ashton Thomas Private Wealth, LLC | $78.1K | 96 | 2026-06-30 |
| Midfirst Bank | $53.8K | 0 | 2026-06-30 |
| Geowealth Management, LLC | $53.3K | 0 | 2026-06-30 |
| Harbor Asset Planning, Inc. | $51.6K | 2 | 2026-06-30 |
| Bank of Montreal /can | $51.6K | 0 | 2026-06-30 |
| Allworth Financial, LP | $51.1K | 317 | 2026-06-30 |
| Harbour Investments, Inc. | $48.2K | 247 | 2026-06-30 |
| Lanark Financial, Inc. | $41.8K | 69 | 2026-06-30 |
| Vanguard Advisers Inc | $38K | 2,469 | 2026-06-30 |
| Colonial Trust Co / Sc | $37.8K | 0 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $32.8K | 21 | 2026-06-30 |
| Salomon & Ludwin, LLC | $30.4K | 6 | 2026-06-30 |
| Cullen/frost Bankers, Inc. | $29K | 0 | 2026-06-30 |
| Soa Wealth Advisors, Llc. | $26.9K | 10 | 2026-06-30 |
| US Bancorp | $25.9K | 0 | 2026-06-30 |
| Johnson Financial Group, Inc. | $25.6K | 0 | 2026-06-30 |
| Rogco, LP | $24.7K | 0 | 2026-06-30 |
| Princeton Global Asset Management LLC | $23.6K | 17 | 2026-06-30 |
| Ifg Advisory, LLC | $21.1K | 110 | 2026-06-30 |
| Franklin Resources Inc | $19.9K | 0 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $19.7K | 0 | 2026-06-30 |
| Eversource Wealth Advisors, LLC | $18.9K | 77 | 2026-06-30 |
| Creative Financial Designs Inc /adv | $17.2K | 0 | 2026-06-30 |
| Efg International AG | $17K | 0 | 2026-06-30 |
| Russell Investments Group, Ltd. | $16.9K | 0 | 2026-06-30 |
| Aventura Private Wealth, LLC | $15.6K | 3 | 2026-06-30 |
| Key Capital Management, Inc | $15.2K | 11 | 2026-06-30 |
| Cwm, LLC | $13.9K | 667 | 2026-03-31 |
| Ae Wealth Management LLC | $12.7K | 471 | 2026-06-30 |
| Lgt Financial Advisors LLC | $10.8K | 2 | 2026-06-30 |
| Heritage Wealth Advisors | $10.4K | 15 | 2026-06-30 |
| Maseco LLP | $9.1K | 8 | 2026-06-30 |
| Continuum Advisory, LLC | $6.6K | 40 | 2026-06-30 |
| Harborfront Financial Group LLC | $5.8K | 4 | 2026-06-30 |
| Brooklyn Fi, LLC | $5.6K | 15 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $4.9K | 193 | 2026-06-30 |
| Activest Wealth Management | $4.8K | 14 | 2026-06-30 |
| Realta Investment Advisors | $4.7K | 57 | 2026-06-30 |
| Highland Investment Advisors LLC | $4.5K | 10 | 2026-06-30 |
| Cape Investment Advisory, Inc. | $4.4K | 35 | 2026-06-30 |
| Assetmark, Inc | $4.3K | 220 | 2026-06-30 |
| Brown, Lisle/cummings, Inc. | $4.1K | 8 | 2026-03-31 |
| Breakwater Investment Management | $3.9K | 3 | 2026-06-30 |
| Spectrum Wealth Advisory Group, LLC | $3.6K | 3 | 2026-06-30 |
| Cheviot Value Management, LLC | $3.4K | 8 | 2026-06-30 |
| Blackrock, Inc. | $2.2K | 0 | 2026-06-30 |
| Key Financial, Inc. | $2.1K | 8 | 2026-06-30 |
| Spire Wealth Management | $2.1K | 3 | 2026-06-30 |
| Oakworth Capital, Inc. | $2K | 0 | 2026-06-30 |
| Medallion Wealth Advisors, LLC | $2K | 6 | 2026-06-30 |
| Silver Grove Financial Group, Inc. | $2K | 17 | 2026-06-30 |
| Advisornet Wealth Partners | $1.9K | 58 | 2026-06-30 |
| Umb Bank, N.A. | $1.4K | 0 | 2026-06-30 |
| Crews Bank & Trust | $1.2K | 0 | 2026-06-30 |
| West Paces Advisors Inc. | $1.1K | 4 | 2026-06-30 |
| Allspring Global Investments Holdings, LLC | $1K | 0 | 2026-06-30 |
| Networth Advisors, LLC | $572 | 6 | 2026-06-30 |
| Frazier Financial Advisors, LLC | $557 | 11 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $552 | 3,940 | 2026-03-31 |
| Gables Capital Management Inc. | $208 | 3 | 2026-06-30 |
| Centaurus Financial, Inc. | $198 | 431 | 2026-06-30 |
| Capital Advisors, Ltd., LLC | $120 | 11 | 2026-06-30 |
| Hfm Investment Advisors, LLC | $54 | 7 | 2026-06-30 |
| 10elms LLP | $52 | 4 | 2026-06-30 |
| Hantz Financial Services, Inc. | $6 | 396 | 2026-06-30 |