| Charles Schwab Investment Management Inc | $126.7M | 37 | 2026-06-30 |
| Hightower Advisors, LLC | $15.6M | 1,046 | 2026-06-30 |
| Robertson Stephens Wealth Management, LLC | $12.9M | 72 | 2026-06-30 |
| Ep Wealth Advisors, LLC | $11.8M | 338 | 2026-06-30 |
| Lpl Financial LLC | $11.7M | 23,458 | 2026-06-30 |
| Morgan Stanley | $11.4M | 23,185 | 2026-06-30 |
| UBS Group AG | $9.8M | 0 | 2026-06-30 |
| Bank of America Corp /de | $9.5M | 0 | 2026-06-30 |
| Jpmorgan Chase & Co | $8.9M | 0 | 2026-06-30 |
| Goldman Sachs Group Inc | $6.9M | 0 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $6.8M | 0 | 2026-06-30 |
| Connecticut Wealth Management, LLC | $5M | 50 | 2026-06-30 |
| Allianz Asset Management GMBH | $3.5M | 0 | 2026-06-30 |
| Royal Bank of Canada | $2.8M | 0 | 2026-06-30 |
| Summit Financial, LLC | $2.6M | 229 | 2026-06-30 |
| Banco Bilbao Vizcaya Argentaria, S.A. | $2.4M | 0 | 2026-06-30 |
| Quotient Wealth Partners, LLC | $2.1M | 36 | 2026-06-30 |
| Scotia Capital Inc. | $1.8M | 0 | 2026-06-30 |
| Susquehanna International Group, LLP | $1.8M | 0 | 2026-06-30 |
| Comprehensive Wealth Management, LLC | $1.6M | 6 | 2026-06-30 |
| Wells Fargo & Company/mn | $1.6M | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $1.5M | 0 | 2026-06-30 |
| Sierra Capital LLC | $1.4M | 7 | 2026-06-30 |
| Newedge Advisors | $1.3M | 601 | 2026-06-30 |
| US Bancorp | $1.1M | 0 | 2026-06-30 |
| Stanich Group LLC | $1.1M | 4 | 2026-06-30 |
| Sanctuary Advisors, LLC | $1M | 401 | 2026-06-30 |
| Citigroup Inc | $945K | 0 | 2026-06-30 |
| Great Valley Advisor Group, LLC | $831K | 205 | 2026-06-30 |
| Ameriprise Financial Inc | $754.4K | 0 | 2026-06-30 |
| Dimension Capital Management LLC | $749.9K | 0 | 2026-06-30 |
| Raymond James Financial Inc | $726.8K | 0 | 2026-06-30 |
| Three Bridge Wealth Advisors, LLC | $713.4K | 2 | 2026-06-30 |
| United Capital Financial Advisors, LLC | $629K | 166 | 2026-06-30 |
| Detalus Advisors, LLC | $474.9K | 13 | 2026-06-30 |
| Diversified Trust Co | $459.4K | 0 | 2026-06-30 |
| Kestra Advisory Services, LLC | $406.2K | 1,479 | 2026-06-30 |
| Formidable Asset Management, LLC | $403.5K | 13 | 2026-06-30 |
| Insight Wealth Strategies, LLC | $363.2K | 9 | 2026-06-30 |
| Efg International AG | $361.1K | 0 | 2026-06-30 |
| Valor Advisors LLC | $344K | 3 | 2026-06-30 |
| Phoenix Financial Ltd. | $343.5K | 0 | 2026-06-30 |
| Jones Financial Companies LLLP | $316.7K | 0 | 2026-06-30 |
| Simplicity Wealth, LLC | $310.9K | 0 | 2026-06-30 |
| Westfuller Advisors, LLC | $296.2K | 8 | 2026-06-30 |
| The Ascent Group, LLC | $287.1K | 20 | 2026-06-30 |
| Onedigital Investment Advisors LLC | $286.8K | 386 | 2026-06-30 |
| Vident Advisory, LLC | $269.5K | 6 | 2026-06-30 |
| Mariner, LLC | $260.7K | 0 | 2026-06-30 |
| Rockefeller Capital Management LP | $255K | 346 | 2026-06-30 |
| Bank of New York Mellon Corp | $248.4K | 0 | 2026-06-30 |
| Pfg Advisors | $232.4K | 83 | 2026-06-30 |
| Envestnet Pmc | $231.6K | 60 | 2026-06-30 |
| Magnus Financial Group LLC | $231K | 10 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $212.9K | 480 | 2026-06-30 |
| One Wealth Advisors, LLC | $207.2K | 11 | 2026-06-30 |
| Captrust Financial Advisors | $206.6K | 962 | 2026-06-30 |
| Sage Mountain Advisors LLC | $205K | 21 | 2026-06-30 |
| Jordan Park Group LLC | $201.4K | 14 | 2026-06-30 |
| Edgemoor Investment Advisors, Inc. | $200.6K | 6 | 2026-06-30 |
| Capital Investment Advisory Services, LLC | $199.8K | 103 | 2026-06-30 |
| Bank of Montreal /can | $186.9K | 0 | 2026-06-30 |
| Fmr LLC | $143.4K | 0 | 2026-06-30 |
| Piscataqua Savings Bank | $112K | 0 | 2026-06-30 |
| Farther Finance Advisors, LLC | $70.6K | 334 | 2026-06-30 |
| Deutsche Bank AG | $67.7K | 0 | 2026-06-30 |
| Mather Group, Llc. | $66.5K | 110 | 2026-06-30 |
| Kelleher Financial Advisors | $62K | 4 | 2026-06-30 |
| Sumitomo Mitsui Financial Group, Inc. | $56.7K | 0 | 2026-06-30 |
| Global Retirement Partners LLC | $54.3K | 491 | 2026-06-30 |
| Cwm, LLC | $53.2K | 667 | 2026-03-31 |
| Epg Wealth Management LLC | $47K | 11 | 2026-06-30 |
| Assetmark, Inc | $24.1K | 220 | 2026-06-30 |
| O'Shaughnessy Asset Management, LLC | $21.5K | 58 | 2026-06-30 |
| Founders Financial Alliance, LLC | $17.8K | 32 | 2026-06-30 |
| Sbi Securities Co., Ltd. | $16.5K | 0 | 2026-06-30 |
| Balentine LLC | $15.2K | 18 | 2026-06-30 |
| Glenmede Trust Co NA | $14.8K | 6 | 2026-06-30 |
| Larson Financial Group LLC | $10K | 67 | 2026-06-30 |
| Wolff Wiese Magana LLC | $9.1K | 4 | 2026-06-30 |
| Ifp Advisors, Inc | $9K | 318 | 2026-06-30 |
| Motco | $8.4K | 0 | 2026-06-30 |
| Federation Des Caisses Desjardins Du Quebec | $8.3K | 0 | 2026-06-30 |
| Allworth Financial, LP | $8K | 317 | 2026-06-30 |
| Flow Traders U.S. LLC | $7.2K | 0 | 2026-06-30 |
| Spire Wealth Management | $6.5K | 3 | 2026-06-30 |
| Ae Wealth Management LLC | $4.2K | 471 | 2026-06-30 |
| Vision Retirement, LLC | $4.2K | 7 | 2026-06-30 |
| Corecap Advisors, LLC | $4K | 118 | 2026-06-30 |
| Blair William & Co/il | $4K | 329 | 2026-06-30 |
| Rossby Financial, Lcc | $3.1K | 31 | 2026-06-30 |
| Advisornet Wealth Partners | $2.9K | 58 | 2026-06-30 |
| Ashton Thomas Private Wealth, LLC | $1.8K | 96 | 2026-06-30 |
| Birchbrook, Inc. | $1.1K | 6 | 2026-06-30 |
| Hrt Financial LP | $432 | 0 | 2026-06-30 |
| Olde Wealth Management, LLC | $360 | 2 | 2026-06-30 |
| Tower Research Capital LLC (trc) | $150 | 0 | 2026-06-30 |
| Forum Finance Group S.A. | $52 | 1 | 2026-06-30 |