| Charles Schwab Investment Management Inc | $876.2M | 37 | 2026-06-30 |
| Bleakley Financial Group, LLC | $26M | 124 | 2026-06-30 |
| Aire Advisors, LLC | $7.7M | 12 | 2026-06-30 |
| Cetera Investment Advisers | $3.3M | 10,370 | 2026-06-30 |
| Clark Capital Management Group, Inc. | $2.8M | 1 | 2026-06-30 |
| Envestnet Pmc | $2M | 60 | 2026-06-30 |
| Fairview Capital Investment Management, LLC | $1.9M | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $1.7M | 0 | 2026-06-30 |
| Lpl Financial LLC | $1.5M | 23,458 | 2026-06-30 |
| American Financial & Tax Strategies Inc | $1M | 1 | 2026-06-30 |
| Orion Porfolio Solutions, LLC | $925.9K | 199 | 2026-06-30 |
| Jane Street Group, LLC | $595.4K | 0 | 2026-06-30 |
| Cerity Partners LLC | $547.3K | 777 | 2026-06-30 |
| Alphacore Capital LLC | $496.3K | 69 | 2026-06-30 |
| Corient Private Wealth LP | $461.9K | 674 | 2026-06-30 |
| Creative Planning | $443.8K | 1,171 | 2026-06-30 |
| Quantinno Capital Management LP | $402K | 0 | 2026-06-30 |
| Mariner, LLC | $368.7K | 0 | 2026-06-30 |
| Nuveen, LLC | $348.4K | 0 | 2026-06-30 |
| Brand Asset Management Group, Inc. | $347.9K | 15 | 2026-06-30 |
| Aqr Capital Management LLC | $292.4K | 1 | 2026-06-30 |
| Focus Partners Wealth | $288.2K | 1,048 | 2026-06-30 |
| Ellis Investment Partners, LLC | $275.2K | 18 | 2026-06-30 |
| Strategic Financial Planning, Inc. | $250.6K | 2 | 2026-06-30 |
| Principal Securities, Inc. | $243.1K | 1,463 | 2026-06-30 |
| Brooklyn Investment Group | $230K | 0 | 2026-03-31 |
| Mercer Global Advisors Inc /adv | $226.4K | 0 | 2026-06-30 |
| Ancora Advisors LLC | $224.2K | 10 | 2026-06-30 |
| Ariadne Wealth Management, LP | $224.2K | 7 | 2026-06-30 |
| Fmr LLC | $187.9K | 0 | 2026-06-30 |
| Blackrock, Inc. | $108K | 0 | 2026-06-30 |
| Morgan Stanley | $76.2K | 23,185 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $70.8K | 0 | 2026-06-30 |
| Farther Finance Advisors, LLC | $26.9K | 334 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $26.9K | 21 | 2026-06-30 |
| Royal Bank of Canada | $24K | 0 | 2026-06-30 |
| Allworth Financial, LP | $22.9K | 317 | 2026-06-30 |
| Corecap Advisors, LLC | $21.7K | 118 | 2026-06-30 |
| US Bancorp | $21.6K | 0 | 2026-06-30 |
| Parallel Advisors, LLC | $18.2K | 75 | 2026-06-30 |
| Global Retirement Partners LLC | $17.6K | 491 | 2026-06-30 |
| Jones Financial Companies LLLP | $17.5K | 0 | 2026-06-30 |
| Cwm, LLC | $17.1K | 667 | 2026-03-31 |
| Brooklyn Fi, LLC | $16.9K | 15 | 2026-06-30 |
| Wells Fargo & Company/mn | $15.3K | 0 | 2026-06-30 |
| 1620 Investment Advisors, Inc. | $15.3K | 4 | 2026-06-30 |
| Hoey Investments, Inc | $12.3K | 1 | 2026-06-30 |
| O'Shaughnessy Asset Management, LLC | $11.7K | 58 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $11.2K | 480 | 2026-06-30 |
| UBS Group AG | $9.1K | 0 | 2026-06-30 |
| Ae Wealth Management LLC | $8.9K | 471 | 2026-06-30 |
| Brown Brothers Harriman Mutual Fund Advisory Department | $8.7K | 0 | 2026-06-30 |
| Dunhill Financial, LLC | $6.7K | 12 | 2026-06-30 |
| Arax Advisory Partners | $6.1K | 232 | 2026-06-30 |
| Crewe Advisors LLC | $6.1K | 26 | 2026-06-30 |
| Ifp Advisors, Inc | $5.8K | 318 | 2026-06-30 |
| Lodestone Wealth Management LLC | $5.6K | 3 | 2026-06-30 |
| Atlantic Union Bankshares Corp | $4.8K | 0 | 2026-06-30 |
| Tidemark, LLC | $4.4K | 8 | 2026-06-30 |
| UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC | $3.5K | 0 | 2026-06-30 |
| Mcf Advisors LLC | $3.3K | 33 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $3.3K | 193 | 2026-06-30 |
| Bank of Montreal /can | $3.2K | 0 | 2026-06-30 |
| Key Financial, Inc. | $2.8K | 8 | 2026-06-30 |
| Cordant, Inc. | $2.4K | 0 | 2026-06-30 |
| Russell Investments Group, Ltd. | $2K | 0 | 2026-06-30 |
| Crossgen Wealth LLC | $2K | 2 | 2026-06-30 |
| Clearstead; Clearstead Advisory Solutions | $1.9K | 64 | 2026-06-30 |
| Cassaday & Co Wealth Management LLC | $1.8K | 47 | 2026-06-30 |
| Sentinel Trust Co Lba | $1.8K | 0 | 2026-06-30 |
| Abound Wealth Management | $1.7K | 16 | 2026-06-30 |
| Signature Equity Partners, LLC | $1.7K | 34 | 2026-06-30 |
| Larson Financial Group LLC | $1.4K | 67 | 2026-06-30 |
| Marble Trail Advisors | $1.3K | 4 | 2026-06-30 |
| Downshift Financial, LLC | $1.2K | 3 | 2026-06-30 |
| Assetmark, Inc | $1.2K | 220 | 2026-06-30 |
| Pfs Partners, LLC | $1.1K | 10 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $964 | 0 | 2026-06-30 |
| Private Trust Co NA | $942 | 0 | 2026-06-30 |
| Citigroup Inc | $852 | 0 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $785 | 481 | 2026-06-30 |
| Harbour Investments, Inc. | $746 | 247 | 2026-06-30 |
| Cornerstone Planning Group LLC | $732 | 23 | 2026-06-30 |
| Salomon & Ludwin, LLC | $716 | 6 | 2026-06-30 |
| Glass Jacobson Investment Advisors LLC | $696 | 10 | 2026-06-30 |
| Ameritas Investment Partners, Inc. | $680 | 7 | 2026-06-30 |
| True Wealth Design, LLC | $561 | 7 | 2026-06-30 |
| Hrt Financial LP | $542 | 0 | 2026-06-30 |
| Highline Wealth Partners LLC | $538 | 17 | 2026-06-30 |
| Betterment LLC | $535 | 28 | 2026-06-30 |
| Sunbelt Securities, Inc. | $525 | 63 | 2026-03-31 |
| Pinnacle Wealth Planning Services, Inc. | $493 | 20 | 2026-06-30 |
| Irc Wealth | $426 | 7 | 2026-06-30 |
| Gill Capital Partners | $426 | 10 | 2026-06-30 |
| Solstein Capital, LLC | $426 | 2 | 2026-06-30 |
| Frazier Financial Advisors, LLC | $395 | 11 | 2026-06-30 |
| Signaturefd, LLC | $381 | 49 | 2026-06-30 |
| McGuire Capital Advisors Inc | $381 | 4 | 2026-06-30 |
| Cva Family Office, LLC | $314 | 8 | 2026-06-30 |
| Virtu Financial LLC | $254 | 0 | 2026-06-30 |
| Park Avenue Securities LLC | $253 | 1,908 | 2026-06-30 |
| Central Trust Co | $225 | 0 | 2026-06-30 |
| Gunpowder Capital Management, LLC Dba Oliver Wealth Management | $224 | 0 | 2026-06-30 |
| Ashton Thomas Private Wealth, LLC | $157 | 96 | 2026-06-30 |
| Signature Resources Capital Management, LLC | $157 | 0 | 2026-06-30 |
| Continuum Advisory, LLC | $157 | 40 | 2026-06-30 |
| Mosley Wealth Management | $135 | 12 | 2026-06-30 |
| CIBC Private Wealth Group LLC | $93 | 0 | 2025-12-31 |
| Smartleaf Asset Management LLC | $90 | 9 | 2026-06-30 |
| Valued Wealth Advisors LLC | $68 | 5 | 2026-06-30 |
| Hm Payson & Co | $45 | 0 | 2026-06-30 |
| Fmp Wealth Advisers | $45 | 14 | 2026-06-30 |
| Activest Wealth Management | $23 | 14 | 2026-06-30 |
| Jpmorgan Chase & Co | $5 | 0 | 2026-06-30 |
| Pin Oak Investment Advisors Inc | $2 | 6 | 2026-06-30 |
| Bessemer Group Inc | $1 | 0 | 2026-06-30 |
| Capital Analysts, LLC | $1 | 608 | 2026-06-30 |
| Hantz Financial Services, Inc. | $1 | 396 | 2026-06-30 |