| Edelman Financial Engines | $890.9M | 722 | 2026-06-30 |
| Blackrock, Inc. | $831.6M | 0 | 2026-06-30 |
| Matson Money. Inc. | $509.7M | 11 | 2026-06-30 |
| Jpmorgan Chase & Co | $500M | 0 | 2026-06-30 |
| Jones Financial Companies LLLP | $482.7M | 0 | 2026-06-30 |
| TIAA Wealth Investment Management LLC | $326.5M | 7 | 2026-06-30 |
| Nationwide Fund Advisors | $284.9M | 0 | 2026-06-30 |
| Bnp Paribas Asset Management Holding S.A. | $261.9M | 0 | 2026-06-30 |
| Lpl Financial LLC | $202.7M | 23,458 | 2026-06-30 |
| Bank of America Corp /de | $201.6M | 0 | 2026-06-30 |
| Janus Henderson Group PLC | $158M | 0 | 2026-03-31 |
| Jupiter Topco LLC | $151.6M | 0 | 2026-06-30 |
| Mather Group, Llc. | $129M | 110 | 2026-06-30 |
| Cwm, LLC | $112.9M | 667 | 2026-03-31 |
| Creative Planning | $110.4M | 1,171 | 2026-06-30 |
| Envestnet Pmc | $104.3M | 60 | 2026-06-30 |
| Sageview Advisory Group, LLC | $102.4M | 94 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $91.8M | 2,863 | 2026-06-30 |
| Ameriprise Financial Inc | $90.2M | 0 | 2026-06-30 |
| Assetmark, Inc | $80.8M | 220 | 2026-06-30 |
| Annex Advisory Services, LLC | $74.7M | 98 | 2026-06-30 |
| Mercer Global Advisors Inc /adv | $72.7M | 0 | 2026-06-30 |
| Alliancebernstein LP | $71.1M | 517 | 2026-06-30 |
| New. Advisory Services, LLC | $66.1M | 15 | 2026-06-30 |
| Royal Bank of Canada | $56.4M | 0 | 2026-06-30 |
| Charles Schwab Investment Management Inc | $55.5M | 37 | 2026-06-30 |
| Prime Capital Financial | $55.1M | 265 | 2026-06-30 |
| Geowealth Management, LLC | $53.8M | 0 | 2026-06-30 |
| Gds Wealth Management | $52.5M | 23 | 2026-06-30 |
| Stratos Investment Management, LLC | $51.7M | 7 | 2026-06-30 |
| Morgan Stanley | $49.2M | 23,185 | 2026-06-30 |
| Savant Wealth Management | $48.9M | 405 | 2026-06-30 |
| Mirae Asset Global Investments Co., Ltd. | $48.9M | 0 | 2026-06-30 |
| Jane Street Group, LLC | $47.3M | 0 | 2026-06-30 |
| True Link Financial Advisors | $47.2M | 6 | 2026-06-30 |
| Raffa Wealth Management, LLC | $44.5M | 6 | 2026-06-30 |
| Prudent Investors Network, Inc. | $44.2M | 3 | 2026-06-30 |
| Osaic Holdings, Inc. | $43.5M | 0 | 2026-06-30 |
| Apella Capital, LLC | $43M | 104 | 2026-06-30 |
| Boston Standard Wealth Management, LLC | $42.6M | 4 | 2026-06-30 |
| Kestra Investment Management, LLC | $40.7M | 9 | 2026-06-30 |
| Cerity Partners LLC | $40.5M | 777 | 2026-06-30 |
| Newedge Advisors | $34.7M | 601 | 2026-06-30 |
| Savvy Advisors, Inc. | $32.9M | 214 | 2026-06-30 |
| Financial Gravity Companies, Inc. | $32.4M | 0 | 2026-06-30 |
| Cahaba Wealth Management, Inc. | $31.7M | 17 | 2026-06-30 |
| Financial Gravity Asset Management, Inc. | $31.5M | 1 | 2026-03-31 |
| UBS Group AG | $31.2M | 0 | 2026-06-30 |
| Amarillo National Bank | $30.2M | 0 | 2026-06-30 |
| TIAA-CREF Individual & Institutional Services, LLC | $30.1M | 1,721 | 2026-06-30 |
| Modera Wealth Management, LLC | $27M | 135 | 2026-06-30 |
| Syon Capital LLC | $26.1M | 12 | 2026-06-30 |
| Cetera Investment Advisers | $24.5M | 10,370 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $24.5M | 480 | 2026-06-30 |
| Apollon Wealth Management, LLC | $22.1M | 151 | 2026-06-30 |
| Penobscot Wealth Management | $20.4M | 8 | 2026-06-30 |
| Landmark Wealth Management, Inc. | $20.2M | 7 | 2026-06-30 |
| Values Added Financial LLC | $20.1M | 8 | 2026-06-30 |
| Dorval Corp | $19.5M | 3 | 2026-06-30 |
| Mason & Associates, LLC | $18.9M | 0 | 2026-06-30 |
| Raymond James Financial Inc | $18.7M | 0 | 2026-06-30 |
| Brio Consultants, LLC | $18.1M | 16 | 2026-06-30 |
| Nyl Investors LLC | $17.6M | 0 | 2026-06-30 |
| Wells Fargo & Company/mn | $17.2M | 0 | 2026-06-30 |
| Tectonic Advisors LLC | $16.6M | 3 | 2026-06-30 |
| Main Street Financial Solutions, LLC | $15.7M | 41 | 2026-06-30 |
| Stadion Money Management, LLC | $15.3M | 13 | 2026-06-30 |
| Ae Wealth Management LLC | $14.4M | 471 | 2026-06-30 |
| Occidental Asset Management, LLC | $13.9M | 12 | 2026-06-30 |
| Pds Planning, Inc | $12.8M | 10 | 2026-06-30 |
| Ifp Advisors, Inc | $12.7M | 318 | 2026-06-30 |
| Trinity Wealth Management, LLC | $12.7M | 4 | 2026-06-30 |
| Equitable Holdings, Inc. | $12.6M | 0 | 2026-06-30 |
| Bip Wealth, LLC | $12.5M | 62 | 2026-06-30 |
| Anderson Financial Strategies, LLC | $12.4M | 4 | 2026-06-30 |
| Kickstand Ventures, Llc. | $11.5M | 6 | 2026-06-30 |
| Austin Private Wealth, LLC | $11.3M | 0 | 2025-12-31 |
| Vise Technologies, Inc. | $11.1M | 0 | 2026-06-30 |
| Modern Wealth Management, LLC | $10.7M | 161 | 2026-06-30 |
| Octavia Wealth Advisors LLC | $10.3M | 33 | 2026-06-30 |
| Kwb Wealth | $10M | 10 | 2026-06-30 |
| High Falls Advisors, Inc | $9.4M | 0 | 2025-12-31 |
| Forum Private Client Group LLC | $9.4M | 7 | 2026-06-30 |
| Vestwell Advisors, LLC | $8.9M | 8 | 2026-06-30 |
| HSBC Holdings PLC | $8.8M | 0 | 2026-06-30 |
| Sax Wealth Advisors, LLC | $8.7M | 42 | 2026-06-30 |
| Securian Asset Management, Inc | $8.5M | 0 | 2026-06-30 |
| United Capital Financial Advisors, LLC | $8.5M | 166 | 2026-06-30 |
| Discipline Wealth Solutions, Inc. | $8.3M | 19 | 2026-06-30 |
| Bank of New York Mellon Corp | $8.3M | 0 | 2026-06-30 |
| Shepherd Financial Partners LLC | $7.9M | 8 | 2026-06-30 |
| New Capital Management LP | $7.8M | 1 | 2026-06-30 |
| Farther Finance Advisors, LLC | $7.7M | 334 | 2026-06-30 |
| Mlg Wealth Management Dba Pine Grove Financial Group | $7.7M | 0 | 2025-12-31 |
| Aznar Financial Advisors, LLC | $7.7M | 0 | 2025-12-31 |
| Brooklyn Fi, LLC | $7.5M | 15 | 2026-06-30 |
| Robinswood Financial LLC | $7.4M | 6 | 2026-06-30 |
| MML Investors Services, LLC | $7.4M | 5,120 | 2026-06-30 |
| Lodestar Private Asset Management LLC | $7.1M | 5 | 2026-06-30 |
| Silver Coast Investments LLC | $7.1M | 11 | 2026-06-30 |
| Dai-Ichi Life Holdings, Inc. | $7M | 0 | 2025-09-30 |
| Pure Financial Advisors, LLC | $6.7M | 88 | 2026-06-30 |
| Wiser Wealth Management, Inc | $6.5M | 5 | 2026-06-30 |
| Moneywise, Inc. | $6.5M | 0 | 2026-06-30 |
| Capstone Financial Advisors, Inc. | $6.4M | 18 | 2026-06-30 |
| Kooman & Associates | $6.4M | 8 | 2026-06-30 |
| Greenspring Advisors, LLC | $6.2M | 44 | 2026-06-30 |
| Arkansas Financial Group, Inc. | $5.8M | 5 | 2026-06-30 |
| Continuum Advisory, LLC | $5.8M | 40 | 2026-06-30 |
| Phillips Financial Management, LLC | $5.7M | 15 | 2026-06-30 |
| Renaissance Technologies LLC | $5.6M | 0 | 2026-06-30 |
| Perennial Investment Advisors, LLC | $5.5M | 49 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $5.5M | 0 | 2026-06-30 |
| Elevated Financial Group LLC | $5.4M | 7 | 2026-06-30 |
| Kestra Advisory Services, LLC | $5.3M | 1,479 | 2026-06-30 |
| Lifeplan Investment Advisors, Inc. | $5.3M | 4 | 2026-06-30 |
| Xena Financial Planning, LLC | $5.3M | 2 | 2026-06-30 |
| Cordoba Advisory Partners LLC | $5.3M | 7 | 2026-06-30 |
| Procyon | $5.2M | 53 | 2026-06-30 |
| Mariner, LLC | $5.1M | 0 | 2026-06-30 |
| Beacon Bridge Wealth Partners, LLC | $5.1M | 6 | 2026-06-30 |
| Advisory Services Network | $5.1M | 253 | 2026-06-30 |
| Keystone Financial Group | $5.1M | 34 | 2026-06-30 |
| Aletheian Wealth Advisors LLC | $5M | 5 | 2026-06-30 |
| Ellenbecker Investment Group | $5M | 20 | 2026-06-30 |
| Ffg Retirement Counseling | $5M | 2 | 2026-06-30 |
| Exencial Wealth Advisors, LLC | $4.9M | 0 | 2026-03-31 |
| Mgo One Seven LLC | $4.8M | 118 | 2026-06-30 |
| Legacy Wealth Partners, LLC | $4.7M | 9 | 2026-06-30 |
| Tidemark, LLC | $4.7M | 8 | 2026-06-30 |
| &partners | $4.6M | 555 | 2026-06-30 |
| Merit Financial Group, LLC | $4.6M | 295 | 2026-06-30 |
| Breakwater Investment Management | $4.5M | 3 | 2026-06-30 |
| U.S. Capital Wealth Advisors, LLC | $4.4M | 0 | 2026-03-31 |
| Valmark Advisers, Inc. | $4.4M | 295 | 2026-06-30 |
| Wealthfront Advisers LLC | $4.3M | 40 | 2026-06-30 |
| Balance Wealth | $4.3M | 9 | 2026-06-30 |
| Sanctuary Advisors, LLC | $4.3M | 401 | 2026-06-30 |
| Advus Financial Partners, LLC | $4.2M | 10 | 2026-06-30 |
| Jgp Wealth Management, LLC | $4.1M | 18 | 2026-06-30 |
| Allstreet Capital Advisors LLC | $4.1M | 2 | 2026-06-30 |
| Kestra Private Wealth Services, LLC | $4M | 206 | 2026-06-30 |
| Burt Wealth Advisors | $4M | 0 | 2025-09-30 |
| Rea Wealth Management | $3.9M | 11 | 2026-06-30 |
| Bannerman Wealth | $3.8M | 4 | 2026-06-30 |
| Orin Green Financial, LLC | $3.8M | 5 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $3.7M | 481 | 2026-06-30 |
| Hightower Advisors, LLC | $3.6M | 1,046 | 2026-06-30 |
| Focus Partners Wealth | $3.6M | 1,048 | 2026-06-30 |
| True Vision Mn LLC | $3.6M | 0 | 2026-03-31 |
| Midwestern Financial, LLC /ia | $3.6M | 3 | 2026-06-30 |
| Liberty Wealth Management LLC | $3.5M | 25 | 2026-06-30 |
| Camelot Technology Advisors, Inc. | $3.4M | 1 | 2026-06-30 |
| Clear Creek Financial Management, LLC | $3.4M | 44 | 2026-06-30 |
| Partners In Financial Planning | $3.3M | 7 | 2026-06-30 |
| Dynamic | $3.3M | 75 | 2026-06-30 |
| Summit Wealth Group, LLC | $3.3M | 0 | 2026-06-30 |
| Alphastar Capital Management, LLC | $3.3M | 157 | 2026-06-30 |
| Vertex Planning Partners, LLC | $3.3M | 14 | 2026-06-30 |
| Hardy Reed LLC | $3.2M | 13 | 2026-06-30 |
| Allegheny Financial Group | $3.2M | 31 | 2026-06-30 |
| Full Sail Capital, LLC | $3.2M | 0 | 2025-09-30 |
| Kilter Group LLC | $3.2M | 8 | 2026-06-30 |
| Private Advisor Group, LLC | $3.2M | 927 | 2026-06-30 |
| Harbour Investments, Inc. | $3.2M | 247 | 2026-06-30 |
| Grove Street Fiduciary, LLC | $3.2M | 2 | 2026-06-30 |
| Sage Rhino Capital LLC | $3.1M | 10 | 2026-06-30 |
| Synergy Investment Management, LLC | $3.1M | 19 | 2026-06-30 |
| Alterna Wealth Management, Inc | $3.1M | 29 | 2026-06-30 |
| Parallel Advisors, LLC | $3.1M | 75 | 2026-06-30 |
| Ifg Advisory, LLC | $3M | 110 | 2026-06-30 |
| Fpc Investment Advisory, Inc. | $3M | 3 | 2026-06-30 |
| McIlrath & Eck, LLC | $2.9M | 6 | 2026-03-31 |
| Kroeger Financial Partners | $2.9M | 2 | 2026-06-30 |
| Stifel Financial Corp | $2.9M | 0 | 2026-06-30 |
| Prepared Retirement Institute LLC | $2.9M | 0 | 2026-06-30 |
| Baird Financial Group, Inc. | $2.8M | 0 | 2026-06-30 |
| Vestgen Advisors, LLC | $2.8M | 58 | 2026-06-30 |
| Richard W. Paul & Associates, LLC | $2.8M | 7 | 2026-06-30 |
| Paragon Advisors, LLC | $2.8M | 13 | 2026-06-30 |
| Centurion Wealth Management LLC | $2.8M | 6 | 2026-06-30 |
| Revisor Wealth Management LLC | $2.7M | 9 | 2026-06-30 |
| Fc Advisory LLC | $2.7M | 5 | 2026-06-30 |
| Snowden Capital Advisors LLC | $2.6M | 122 | 2026-06-30 |
| Founders Financial Alliance, LLC | $2.6M | 32 | 2026-06-30 |
| Arax Advisory Partners | $2.6M | 232 | 2026-06-30 |
| Wealth Advisory Solutions, LLC | $2.6M | 9 | 2026-06-30 |
| Kingsview Wealth Management, LLC | $2.6M | 115 | 2026-06-30 |
| 49 Wealth Management, LLC | $2.5M | 146 | 2026-06-30 |
| Alongside, LLC | $2.5M | 25 | 2026-06-30 |
| Truist Financial Corp | $2.5M | 0 | 2026-06-30 |
| Patriot Investment Management Group, Inc. | $2.5M | 15 | 2026-06-30 |
| Vawter Financial, Ltd. | $2.5M | 4 | 2026-06-30 |
| Synergy Asset Management, LLC | $2.4M | 10 | 2026-06-30 |
| Corepath Wealth Partners LLC | $2.4M | 3 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $2.4M | 1,026 | 2026-06-30 |
| Resolute Wealth Advisor, Inc. | $2.4M | 3 | 2026-06-30 |
| Factor Wealth Management | $2.4M | 5 | 2026-06-30 |
| Compass Financial Group, Inc. | $2.4M | 0 | 2026-06-30 |
| Columbus MacRo, LLC | $2.3M | 5 | 2026-06-30 |
| Global Retirement Partners LLC | $2.3M | 491 | 2026-06-30 |
| Livet Wealth, LLC | $2.3M | 3 | 2026-06-30 |
| Western Wealth Management, LLC | $2.3M | 112 | 2026-06-30 |
| Eclectic Associates Inc /adv | $2.3M | 11 | 2026-06-30 |
| Nbt Bank, N.A. | $2.3M | 0 | 2026-06-30 |
| Center for Asset Management, LLC | $2.3M | 2 | 2026-06-30 |
| May Hill Capital, LLC | $2.2M | 3 | 2026-06-30 |
| Pax Financial Group, LLC | $2.2M | 15 | 2026-06-30 |
| Keybank National Association/oh | $2.2M | 0 | 2026-06-30 |
| Wedmont Private Capital | $2.2M | 12 | 2026-06-30 |
| Iht Wealth Management LLC | $2.2M | 159 | 2026-06-30 |
| Prosperity Planning, Inc. | $2.2M | 11 | 2026-06-30 |
| Rhs Financial, LLC | $2.2M | 2 | 2026-06-30 |
| Goldman Sachs Group Inc | $2.1M | 0 | 2026-06-30 |
| City State Bank | $2.1M | 0 | 2026-06-30 |
| Northern Lights Advisors, Inc. | $2.1M | 4 | 2026-06-30 |
| Pfg Advisors | $2M | 83 | 2026-06-30 |
| Leavell Investment Management, Inc. | $2M | 25 | 2026-06-30 |
| Golden State Wealth Management, LLC | $2M | 47 | 2026-06-30 |
| Stratos Wealth Partners, Ltd. | $2M | 386 | 2026-06-30 |
| Range Financial Group LLC | $1.9M | 7 | 2026-06-30 |
| Bfsg, LLC | $1.9M | 25 | 2026-06-30 |
| Veratis Advisors, Inc. | $1.8M | 4 | 2026-06-30 |
| Marble Trail Advisors | $1.8M | 4 | 2026-06-30 |
| Exchange Bank | $1.7M | 0 | 2026-06-30 |
| Financial Architects, LLC | $1.7M | 3 | 2026-06-30 |
| Ashton Thomas Private Wealth, LLC | $1.7M | 96 | 2026-06-30 |
| Horizons Wealth Management | $1.7M | 3 | 2026-03-31 |
| The Tenret Company, LLC | $1.7M | 1 | 2026-03-31 |
| Blossom Wealth Management | $1.7M | 3 | 2026-06-30 |
| Napier Financial | $1.6M | 9 | 2026-06-30 |
| Friedenthal Financial, LLC | $1.6M | 4 | 2026-06-30 |
| Smartleaf Asset Management LLC | $1.6M | 9 | 2026-06-30 |
| Sharkey, Howes & Javer | $1.6M | 9 | 2026-06-30 |
| Fairview Capital Investment Management, LLC | $1.6M | 0 | 2026-06-30 |
| Ausdal Financial Partners, Inc. | $1.5M | 189 | 2026-06-30 |
| Ep Wealth Advisors, LLC | $1.5M | 338 | 2026-06-30 |
| Hexagon Capital Partners LLC | $1.4M | 5 | 2026-06-30 |
| Allworth Financial, LP | $1.4M | 317 | 2026-06-30 |
| Copperleaf Capital, LLC | $1.4M | 4 | 2025-09-30 |
| Endeavor Private Wealth, Inc. | $1.3M | 12 | 2026-06-30 |
| Strategic Investment Advisors / Mi | $1.3M | 0 | 2026-06-30 |
| Valpey Financial Services, LLC | $1.3M | 2 | 2026-06-30 |
| Lexaurum Advisors, LLC | $1.3M | 35 | 2026-06-30 |
| TIAA Trust, National Association | $1.3M | 0 | 2026-06-30 |
| Great Valley Advisor Group, LLC | $1.3M | 205 | 2026-06-30 |
| Sachetta, LLC | $1.3M | 0 | 2026-06-30 |
| Fullcircle Wealth LLC | $1.3M | 0 | 2025-09-30 |
| Onedigital Investment Advisors LLC | $1.3M | 386 | 2026-06-30 |
| Cullen/frost Bankers, Inc. | $1.2M | 0 | 2026-06-30 |