| Bank of America Corp /de | $395.3M | 0 | 2026-06-30 |
| Manufacturers Life Insurance Company, the | $262.6M | 0 | 2026-06-30 |
| Royal Bank of Canada | $211.6M | 0 | 2026-06-30 |
| Charles Schwab Investment Management Inc | $199M | 37 | 2026-06-30 |
| Wells Fargo & Company/mn | $182.8M | 0 | 2026-06-30 |
| Voya Investment Management LLC | $179.3M | 0 | 2026-06-30 |
| Valmark Advisers, Inc. | $134.6M | 295 | 2026-06-30 |
| Envestnet Pmc | $106.6M | 60 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $103.7M | 0 | 2026-06-30 |
| Fifth Third Bancorp | $73.6M | 0 | 2026-06-30 |
| Neos Investments | $72M | 0 | 2026-06-30 |
| Mirae Asset Global Etfs Holdings Ltd. | $61.3M | 0 | 2026-06-30 |
| Performa Ltd (US), LLC | $58.7M | 0 | 2026-06-30 |
| American Century Companies Inc | $55.8M | 0 | 2026-06-30 |
| Kensington Asset Management, LLC | $46.5M | 7 | 2026-06-30 |
| Wealthfront Advisers LLC | $45.9M | 40 | 2026-06-30 |
| Ocean Park Asset Management, LLC | $42.2M | 12 | 2026-06-30 |
| Toews Corp /adv | $39.9M | 15 | 2026-06-30 |
| Horizon Investments, LLC | $38.4M | 27 | 2026-06-30 |
| Assetmark, Inc | $32.3M | 220 | 2026-06-30 |
| Financial Gravity Companies, Inc. | $28.6M | 0 | 2026-06-30 |
| Financial Gravity Asset Management, Inc. | $27.9M | 1 | 2026-03-31 |
| UBS Group AG | $25.4M | 0 | 2026-06-30 |
| Bts Asset Management, Inc. | $24.4M | 11 | 2026-06-30 |
| Goldman Sachs Group Inc | $24.3M | 0 | 2026-06-30 |
| Clearstead; Clearstead Advisory Solutions | $23.2M | 64 | 2026-06-30 |
| Ameriprise Financial Inc | $20.9M | 0 | 2026-06-30 |
| Retirement Investment Advisors, Inc. | $20M | 8 | 2026-06-30 |
| TD Private Client Wealth LLC | $19.2M | 535 | 2026-06-30 |
| Regions Financial Corp | $19M | 0 | 2026-06-30 |
| Lpl Financial LLC | $15.6M | 23,458 | 2026-06-30 |
| Avior Wealth Management, LLC | $14.6M | 69 | 2026-06-30 |
| Aqr Capital Management LLC | $14.6M | 1 | 2026-06-30 |
| Focus Partners Wealth | $13.5M | 1,048 | 2026-06-30 |
| Raymond James Financial Inc | $12.7M | 0 | 2026-06-30 |
| Wcg Wealth Advisors LLC | $11.1M | 130 | 2026-06-30 |
| Northrock Partners, LLC | $10.6M | 91 | 2026-06-30 |
| Old Mission Capital LLC | $10.6M | 0 | 2026-06-30 |
| Morgan Stanley | $10.4M | 23,185 | 2026-06-30 |
| Osaic Holdings, Inc. | $9.4M | 0 | 2026-06-30 |
| Theory Financial LLC | $9.4M | 3 | 2026-06-30 |
| Curran Financial Partners, LLC | $8.8M | 16 | 2026-06-30 |
| Rakuten Investment Management, Inc. | $8.7M | 0 | 2026-06-30 |
| Estate Counselors, LLC | $7.8M | 5 | 2026-06-30 |
| Amundi | $7.8M | 0 | 2026-06-30 |
| Robertson Stephens Wealth Management, LLC | $7.5M | 72 | 2026-06-30 |
| Marion Wealth Management | $7.2M | 5 | 2026-06-30 |
| UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC | $6.7M | 0 | 2026-06-30 |
| Dynamic | $5.5M | 75 | 2026-06-30 |
| New York Life Investment Management LLC | $5.2M | 89 | 2026-06-30 |
| Sage Advisory Services, Ltd.co. | $4.6M | 0 | 2026-06-30 |
| Sanctuary Advisors, LLC | $4.6M | 401 | 2026-06-30 |
| Wealthplan Investment Management, LLC | $4.3M | 29 | 2026-06-30 |
| HSBC Holdings PLC | $4.3M | 0 | 2026-06-30 |
| Rebel Financial LLC | $4.2M | 7 | 2026-03-31 |
| Little Harbor Advisors, LLC | $4.2M | 1 | 2026-06-30 |
| Baird Financial Group, Inc. | $3.8M | 0 | 2026-06-30 |
| &partners | $3.7M | 555 | 2026-06-30 |
| Citigroup Inc | $3.5M | 0 | 2026-06-30 |
| Diversify Advisory Services, LLC | $3.1M | 116 | 2026-06-30 |
| Diversify Wealth Management, LLC | $3.1M | 78 | 2026-06-30 |
| Hightower Advisors, LLC | $2.9M | 1,046 | 2026-06-30 |
| Martel Wealth Advisors LLC | $2.7M | 8 | 2026-06-30 |
| Commerce Bank | $2.6M | 0 | 2026-06-30 |
| Cetera Investment Advisers | $2.5M | 10,370 | 2026-06-30 |
| Atria Investments, Inc | $2.5M | 6 | 2026-06-30 |
| Merit Financial Group, LLC | $2.4M | 295 | 2026-06-30 |
| Truist Financial Corp | $2.2M | 0 | 2026-06-30 |
| Perigon Wealth Management, LLC | $2.1M | 92 | 2026-06-30 |
| Concurrent Investment Advisors, LLC | $2M | 349 | 2026-06-30 |
| J.W. Cole Advisors, Inc. | $1.9M | 499 | 2026-06-30 |
| Onyx Bridge Wealth Group LLC | $1.9M | 22 | 2026-06-30 |
| Kestra Advisory Services, LLC | $1.6M | 1,479 | 2026-06-30 |
| Fifth Third Securities, Inc. | $1.6M | 1,014 | 2026-06-30 |
| Comerica Bank | $1.6M | 0 | 2025-12-31 |
| Vise Technologies, Inc. | $1.5M | 0 | 2026-06-30 |
| Farther Finance Advisors, LLC | $1.5M | 334 | 2026-06-30 |
| Heritage Oak Wealth Advisors LLC | $1.5M | 5 | 2026-06-30 |
| Great Valley Advisor Group, LLC | $1.4M | 205 | 2026-06-30 |
| C2c Wealth Management, LLC | $1.4M | 2 | 2026-06-30 |
| Gotham Asset Management, LLC | $1.3M | 5 | 2026-06-30 |
| Susquehanna International Group, LLP | $1.3M | 0 | 2026-06-30 |
| Wiser Advisor Group LLC | $1.3M | 3 | 2026-06-30 |
| Optima Capital LLC | $1.1M | 6 | 2026-06-30 |
| Arax Advisory Partners | $1.1M | 232 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $1M | 2,863 | 2026-06-30 |
| Wealthcare Advisory Partners LLC | $1M | 170 | 2026-06-30 |
| Webster Bank, N. A. | $978.8K | 0 | 2026-06-30 |
| Sigfig Wealth Management, LLC | $923.4K | 4 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $908.7K | 480 | 2026-06-30 |
| Wealthplan Partners, LLC | $891.3K | 26 | 2026-06-30 |
| World Equity Group, Inc. | $884.8K | 56 | 2026-06-30 |
| Lanark Financial, Inc. | $860K | 69 | 2026-06-30 |
| Newedge Advisors | $837.9K | 601 | 2026-06-30 |
| Adams Wealth Management | $777.4K | 10 | 2026-06-30 |
| Cachetech Inc. | $777.4K | 3 | 2026-06-30 |
| Rothschild Wealth LLC | $772.8K | 31 | 2026-06-30 |
| MML Investors Services, LLC | $741.7K | 5,120 | 2026-06-30 |
| Balefire, LLC | $740.2K | 37 | 2026-06-30 |
| Whitcomb & Hess, Inc. | $736.5K | 8 | 2026-06-30 |
| Wealth Management Associates, Inc. | $708.1K | 11 | 2026-06-30 |
| Brookstone Capital Management | $705.1K | 337 | 2026-06-30 |
| Koss-Olinger Consulting, LLC | $682.9K | 18 | 2026-06-30 |
| Level Four Advisory Services | $663.3K | 141 | 2026-06-30 |
| Wbi Investments, LLC | $655.3K | 3 | 2026-06-30 |
| Maridea Wealth Management | $651.3K | 38 | 2026-06-30 |
| Madison Wealth Partners, Inc | $623K | 41 | 2026-06-30 |
| Meadowbrook Advisors | $611.9K | 3 | 2026-06-30 |
| Value Investment Professionals, LLC | $530.9K | 3 | 2026-06-30 |
| Arkadios Wealth Advisors | $529K | 226 | 2026-06-30 |
| Van Diest Capital, LLC | $519.4K | 8 | 2026-06-30 |
| Vestmark Advisory Solutions, Inc. | $508.6K | 8 | 2026-06-30 |
| Global Financial Private Client, LLC | $507.3K | 5 | 2026-06-30 |
| Jones Financial Companies LLLP | $488.6K | 0 | 2026-06-30 |
| Mercer Global Advisors Inc /adv | $465.5K | 0 | 2026-06-30 |
| Koshinski Asset Management, Inc. | $464.4K | 69 | 2026-06-30 |
| Global View Capital Management LLC | $458K | 101 | 2026-06-30 |
| Davenport & Co LLC | $452.3K | 339 | 2026-06-30 |
| Focus Financial | $446.1K | 121 | 2026-06-30 |
| Stifel Financial Corp | $423K | 0 | 2026-06-30 |
| Pfg Advisors | $415.7K | 83 | 2026-06-30 |
| Employees Retirement System of Texas | $415.3K | 0 | 2026-06-30 |
| Sowell Financial Services LLC | $406K | 108 | 2026-06-30 |
| Columbus MacRo, LLC | $398.4K | 5 | 2026-06-30 |
| Advisory Services Network | $397.2K | 253 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $394.8K | 481 | 2026-06-30 |
| Captrust Financial Advisors | $394.3K | 962 | 2026-06-30 |
| Beacon Pointe Advisors, LLC | $380K | 466 | 2026-06-30 |
| Moors & Cabot, Inc. | $357K | 82 | 2026-06-30 |
| Braun-Bostich & Associates Inc. | $347.1K | 4 | 2026-06-30 |
| Rockefeller Capital Management LP | $339.6K | 346 | 2026-06-30 |
| Liberty Square Wealth Partners LLC | $335.8K | 5 | 2026-06-30 |
| Virtue Asset Management LLC | $320.1K | 3 | 2026-06-30 |
| Strategic Blueprint, LLC | $314.8K | 55 | 2026-06-30 |
| Daymark Wealth Partners, LLC | $308.7K | 37 | 2026-06-30 |
| Ausdal Financial Partners, Inc. | $304.8K | 189 | 2026-06-30 |
| Qube Research & Technologies Ltd | $300.8K | 0 | 2026-06-30 |
| Envestnet Portfolio Solutions, Inc. | $272.7K | 3 | 2026-06-30 |
| World Investment Advisors | $271.5K | 359 | 2026-06-30 |
| Private Advisor Group, LLC | $270K | 927 | 2026-06-30 |
| Meridian Wealth Management, LLC | $259.5K | 58 | 2026-06-30 |
| Hexagon Capital Partners LLC | $258.5K | 5 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $256.9K | 193 | 2026-06-30 |
| Tsg Advice Partners, LLC | $255.9K | 11 | 2026-03-31 |
| Principal Securities, Inc. | $248.9K | 1,463 | 2026-06-30 |
| Westbourne Investments, Inc. | $246.1K | 5 | 2026-06-30 |
| Prime Capital Financial | $243.4K | 265 | 2026-06-30 |
| Rfg Advisory, LLC | $237.7K | 191 | 2026-06-30 |
| Tme Financial, Inc. | $228.6K | 2 | 2026-06-30 |
| Edgestream Partners, LP | $225.3K | 0 | 2026-06-30 |
| Creative Planning | $222.6K | 1,171 | 2026-06-30 |
| Hcm Wealth Advisors | $217.2K | 9 | 2026-06-30 |
| Trivium Point Advisory, LLC | $216.6K | 18 | 2026-06-30 |
| Continental Investors Services, Inc. | $214.4K | 9 | 2026-06-30 |
| Jpmorgan Chase & Co | $210.5K | 0 | 2026-06-30 |
| Fmr LLC | $189.3K | 0 | 2026-06-30 |
| Ep Wealth Advisors, LLC | $178.4K | 338 | 2026-06-30 |
| Cwm, LLC | $175.3K | 667 | 2026-03-31 |
| Concord Wealth Partners | $166.3K | 11 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $133K | 0 | 2026-06-30 |
| Horizons Wealth Management | $130.4K | 3 | 2026-03-31 |
| Ae Wealth Management LLC | $102.7K | 471 | 2026-06-30 |
| Ifp Advisors, Inc | $99.3K | 318 | 2026-06-30 |
| Allworth Financial, LP | $89.2K | 317 | 2026-06-30 |
| Johnson Financial Group, Inc. | $84K | 0 | 2026-06-30 |
| Ifg Advisory, LLC | $70.2K | 110 | 2026-06-30 |
| Global Retirement Partners LLC | $64.5K | 491 | 2026-06-30 |
| Ashton Thomas Private Wealth, LLC | $57.9K | 96 | 2026-06-30 |
| Fourth Dimension Wealth, LLC | $57.3K | 9 | 2026-06-30 |
| Jfs Wealth Advisors, LLC | $53.2K | 33 | 2026-06-30 |
| Penserra Capital Management LLC | $51.9K | 9 | 2026-06-30 |
| Harbour Investments, Inc. | $50.1K | 247 | 2026-06-30 |
| Private Trust Co NA | $41.6K | 0 | 2026-06-30 |
| Centennial Bank/ar | $38.6K | 0 | 2026-06-30 |
| Raffa Wealth Management, LLC | $32.5K | 6 | 2026-06-30 |
| Banque Cantonale Vaudoise | $28K | 0 | 2026-06-30 |
| Blue Trust, Inc. | $26.1K | 0 | 2026-06-30 |
| Eversource Wealth Advisors, LLC | $25.3K | 77 | 2026-06-30 |
| Atlantic Union Bankshares Corp | $25.1K | 0 | 2026-06-30 |
| O'Shaughnessy Asset Management, LLC | $24.2K | 58 | 2026-06-30 |
| Keating Financial Advisory Services, Inc. | $23.4K | 25 | 2026-06-30 |
| Key Financial, Inc. | $20.9K | 8 | 2026-06-30 |
| Continuum Advisory, LLC | $18.8K | 40 | 2026-06-30 |
| Abound Wealth Management | $17.1K | 16 | 2026-06-30 |
| Oakmont Advisory Group, LLC | $16.8K | 3 | 2026-06-30 |
| US Bancorp | $15K | 0 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $14.3K | 21 | 2026-06-30 |
| Blackrock, Inc. | $13.1K | 0 | 2026-06-30 |
| Betterment LLC | $11.5K | 28 | 2026-06-30 |
| Planning Strategies Inc. | $8.8K | 10 | 2026-06-30 |
| Tower Research Capital LLC (trc) | $8.5K | 0 | 2026-06-30 |
| 1620 Investment Advisors, Inc. | $7.5K | 4 | 2026-06-30 |
| Oakworth Capital, Inc. | $6.9K | 0 | 2026-06-30 |
| Advisornet Wealth Partners | $5.7K | 58 | 2026-06-30 |
| Abich Financial Wealth Management LLC | $5.7K | 7 | 2025-09-30 |
| Delta Asset Management Llc/tn | $5.4K | 5 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $5.3K | 3,940 | 2026-03-31 |
| Thrivent Financial for Lutherans | $4.8K | 0 | 2026-06-30 |
| Hurley Capital, LLC | $4.7K | 3 | 2026-06-30 |
| Golden State Wealth Management, LLC | $4.7K | 47 | 2026-06-30 |
| Timbuktu Capital Management, LLC | $4.5K | 1 | 2026-06-30 |
| Westfuller Advisors, LLC | $4K | 8 | 2026-06-30 |
| Fortis Group Advisors, LLC | $3.9K | 25 | 2026-06-30 |
| Huntington National Bank | $3.4K | 0 | 2026-06-30 |
| Pfs Partners, LLC | $3.3K | 10 | 2026-06-30 |
| Sunbelt Securities, Inc. | $3.3K | 63 | 2026-03-31 |
| Ameriflex Group, Inc. | $3.3K | 212 | 2026-06-30 |
| Sunrise Financial Services, LLC | $3.3K | 3 | 2026-06-30 |
| Larson Financial Group LLC | $3.1K | 67 | 2026-06-30 |
| Bayban | $2.8K | 0 | 2026-06-30 |
| Planvest Financial, Inc | $2.7K | 6 | 2026-06-30 |
| Bogart Wealth, LLC | $2.6K | 24 | 2026-06-30 |
| Pinnacle Wealth Planning Services, Inc. | $2.5K | 20 | 2026-06-30 |
| Strategic Wealth Partners, Ltd. | $2.4K | 0 | 2026-06-30 |
| Smartleaf Asset Management LLC | $2.4K | 9 | 2026-06-30 |
| Cva Family Office, LLC | $2.4K | 8 | 2026-06-30 |
| Hm Payson & Co | $2.3K | 0 | 2026-06-30 |
| Gill Capital Partners | $2.3K | 10 | 2026-06-30 |
| Gunpowder Capital Management, LLC Dba Oliver Wealth Management | $2K | 0 | 2026-06-30 |
| Kings Path Partners LLC | $1.9K | 4 | 2026-06-30 |
| Ascentis Wealth Management, LLC | $1.7K | 8 | 2026-06-30 |
| Strategic Advocates LLC | $1.6K | 0 | 2026-06-30 |
| Delos Wealth Advisors, LLC | $1.5K | 6 | 2026-06-30 |
| Front Row Advisors LLC | $1.5K | 7 | 2026-06-30 |
| Irc Wealth | $1.3K | 7 | 2026-06-30 |
| Marble Trail Advisors | $1.2K | 4 | 2026-06-30 |
| Godfrey Financial Associates, Inc. | $1.2K | 3 | 2026-06-30 |
| Bartlett & Co. Wealth Management LLC | $1.1K | 32 | 2026-06-30 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | $1K | 0 | 2026-06-30 |
| Lowe Wealth Advisors, LLC | $816 | 0 | 2025-09-30 |
| Grey Ledge Advisors, LLC | $723 | 8 | 2026-06-30 |
| Promus Capital, LLC | $668 | 0 | 2025-09-30 |
| Prosperity Bancshares Inc | $657 | 0 | 2026-06-30 |
| True Wealth Design, LLC | $548 | 7 | 2026-06-30 |
| Hrt Financial LP | $459 | 0 | 2026-06-30 |
| Corecap Advisors, LLC | $402 | 118 | 2026-06-30 |
| Park Avenue Securities LLC | $399 | 1,908 | 2026-06-30 |
| Alphacore Capital LLC | $365 | 69 | 2026-06-30 |
| Fdx Advisors, Inc. | $345 | 0 | 2026-06-30 |
| Guerra Advisors Inc | $297 | 17 | 2025-09-30 |
| Ameritas Investment Partners, Inc. | $294 | 7 | 2026-06-30 |
| Fmp Wealth Advisers | $292 | 14 | 2026-06-30 |
| Bank of Montreal /can | $256 | 0 | 2026-06-30 |
| Kilter Group LLC | $256 | 8 | 2026-06-30 |
| Transamerica Financial Advisors, LLC | $219 | 1,097 | 2026-06-30 |
| Vision Retirement, LLC | $219 | 7 | 2026-06-30 |
| Gps Wealth Strategies Group, LLC | $187 | 0 | 2025-12-31 |
| Nfsg Corp | $183 | 75 | 2026-06-30 |
| Quest 10 Wealth Builders, Inc. | $183 | 3 | 2026-06-30 |
| Capital Analysts, LLC | $50 | 608 | 2026-06-30 |