| Bank of America Corp /de | $678.2M | 0 | 2026-06-30 |
| Envestnet Pmc | $671.9M | 60 | 2026-06-30 |
| Jpmorgan Chase & Co | $655.3M | 0 | 2026-06-30 |
| Raymond James Financial Inc | $441.3M | 0 | 2026-06-30 |
| Westend Advisors, LLC | $364M | 0 | 2026-06-30 |
| Ci Investments Inc. | $272.1M | 0 | 2026-06-30 |
| Morgan Stanley | $228.9M | 23,185 | 2026-06-30 |
| Assetmark, Inc | $191.7M | 220 | 2026-06-30 |
| Truist Financial Corp | $191.2M | 0 | 2026-06-30 |
| Lpl Financial LLC | $175M | 23,458 | 2026-06-30 |
| Victory Capital Management Inc. | $143.9M | 106 | 2026-06-30 |
| Mariner, LLC | $97.7M | 0 | 2026-06-30 |
| Royal Bank of Canada | $95.2M | 0 | 2026-06-30 |
| Mirae Asset Global Investments Co., Ltd. | $90.7M | 0 | 2026-06-30 |
| Stifel Financial Corp | $84M | 0 | 2026-06-30 |
| Elm Partners Management LLC | $76.5M | 7 | 2026-06-30 |
| Mather Group, Llc. | $73.9M | 110 | 2026-06-30 |
| UBS Group AG | $65.4M | 0 | 2026-06-30 |
| Roberts Financial Services LLC | $61.8M | 0 | 2026-06-30 |
| Cetera Investment Advisers | $61.6M | 10,370 | 2026-06-30 |
| MML Investors Services, LLC | $57M | 5,120 | 2026-06-30 |
| Korea Investment Corp | $55.8M | 0 | 2026-06-30 |
| Gentrust, LLC | $46.7M | 22 | 2026-06-30 |
| Wells Fargo & Company/mn | $45.5M | 0 | 2026-06-30 |
| True Private Wealth Advisors | $40.7M | 11 | 2026-06-30 |
| Benjamin Edwards Inc | $38.1M | 0 | 2026-06-30 |
| Americana Partners, LLC | $37.6M | 53 | 2026-06-30 |
| Mv Capital Management, Inc. | $36.9M | 8 | 2026-06-30 |
| Blue Edge Capital, LLC | $36.2M | 4 | 2026-06-30 |
| Karpus Investment Management | $36.2M | 6 | 2026-06-30 |
| Deutsche Bank AG | $34.4M | 0 | 2026-06-30 |
| Es4, LLC | $27.5M | 0 | 2026-06-30 |
| Bank Julius Baer & Co. Ltd, Zurich | $25.3M | 0 | 2026-06-30 |
| Prime Capital Financial | $20.7M | 265 | 2026-06-30 |
| Altman Advisors, Inc. | $20M | 6 | 2026-06-30 |
| Garde Capital, Inc. | $19.7M | 9 | 2026-06-30 |
| Ballentine Partners, LLC | $17.4M | 90 | 2026-06-30 |
| Confluence Investment Management LLC | $17.2M | 8 | 2026-06-30 |
| Hightower Advisors, LLC | $16.9M | 1,046 | 2026-06-30 |
| Palisade Capital Management, LP | $16.6M | 12 | 2026-06-30 |
| Alphastar Capital Management, LLC | $15.8M | 157 | 2026-06-30 |
| Creative Planning | $15.4M | 1,171 | 2026-06-30 |
| Cwm, LLC | $15.3M | 667 | 2026-03-31 |
| Northwestern Mutual Wealth Management Co | $15.1M | 0 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $14.9M | 481 | 2026-06-30 |
| Sanctuary Advisors, LLC | $14M | 401 | 2026-06-30 |
| United Capital Financial Advisors, LLC | $13.9M | 166 | 2026-06-30 |
| Tanager Wealth Management LLP | $13.2M | 13 | 2026-06-30 |
| Coastal Bridge Advisors, LLC | $12.9M | 39 | 2026-06-30 |
| Ameriprise Financial Inc | $12.8M | 0 | 2026-06-30 |
| Alliancebernstein LP | $12.7M | 517 | 2026-06-30 |
| Fil Ltd | $12.5M | 0 | 2026-06-30 |
| Baird Financial Group, Inc. | $12.1M | 0 | 2026-06-30 |
| Cerity Partners LLC | $11.9M | 777 | 2026-06-30 |
| Amundi | $11.1M | 0 | 2026-06-30 |
| Rockefeller Capital Management LP | $10.6M | 346 | 2026-06-30 |
| Fisher Asset Management, LLC | $10.5M | 2,984 | 2026-06-30 |
| Larch Capital Partners LLC | $10.3M | 10 | 2026-06-30 |
| Integris Wealth Management, LLC | $10.1M | 12 | 2026-06-30 |
| Davenport & Co LLC | $9.7M | 339 | 2026-06-30 |
| True Link Financial Advisors | $9.6M | 6 | 2026-06-30 |
| Gts Financial, LLC | $9.4M | 3 | 2026-06-30 |
| Meridian Investment Advisors | $9.4M | 4 | 2026-06-30 |
| HSBC Holdings PLC | $9.2M | 0 | 2026-06-30 |
| Financial Gravity Companies, Inc. | $9.1M | 0 | 2026-06-30 |
| Consilium Wealth Advisory, LLC | $8.9M | 5 | 2026-06-30 |
| Goldman Sachs Group Inc | $8.7M | 0 | 2026-06-30 |
| Atria Investments, Inc | $8.5M | 6 | 2026-06-30 |
| Financial Gravity Asset Management, Inc. | $8.4M | 1 | 2026-03-31 |
| Captrust Financial Advisors | $8.2M | 962 | 2026-06-30 |
| Fosun International Ltd | $8.1M | 0 | 2026-06-30 |
| Private Wealth Advisors, LLC | $8M | 2 | 2026-06-30 |
| Ashford Capital Management Inc | $7.8M | 3 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $7.8M | 0 | 2026-06-30 |
| Blackrock, Inc. | $7.2M | 0 | 2026-06-30 |
| Alti Global, Inc. | $7M | 0 | 2026-06-30 |
| Private Advisor Group, LLC | $6.7M | 927 | 2026-06-30 |
| Atlasmark Financial, Inc. | $6.5M | 1 | 2026-06-30 |
| Acima Private Wealth, LLC | $6.5M | 6 | 2026-06-30 |
| Buska Wealth Management, LLC | $6.4M | 0 | 2026-06-30 |
| Pictet North America Advisors SA | $5.2M | 0 | 2026-06-30 |
| Fiduciary Trust Co | $5M | 0 | 2026-06-30 |
| Northrock Partners, LLC | $4.9M | 91 | 2026-06-30 |
| Envestnet Portfolio Solutions, Inc. | $4.8M | 3 | 2026-06-30 |
| Waverly Advisors, LLC | $4.8M | 231 | 2026-06-30 |
| Osaic Holdings, Inc. | $4.8M | 0 | 2026-06-30 |
| Amg National Trust Bank | $4.6M | 0 | 2026-06-30 |
| Cary Street Partners Investment Advisory LLC | $4.5M | 122 | 2026-06-30 |
| Prospera Financial Services, Inc. | $4.4M | 270 | 2026-06-30 |
| Fifth Third Bancorp | $4.2M | 0 | 2026-06-30 |
| Apollon Wealth Management, LLC | $4.2M | 151 | 2026-06-30 |
| Birnam Oak Advisors, LP | $4.1M | 0 | 2026-06-30 |
| Lido Advisors, LLC | $4.1M | 320 | 2026-06-30 |
| Stratos Wealth Partners, Ltd. | $4.1M | 386 | 2026-06-30 |
| Pgim Custom Harvest LLC | $4M | 0 | 2026-06-30 |
| Silvercrest Asset Management Group LLC | $3.9M | 34 | 2026-06-30 |
| Wbh Advisory Inc | $3.9M | 11 | 2026-06-30 |
| Sequoia Financial Group, LLC | $3.9M | 258 | 2026-06-30 |
| Arista Wealth Management, LLC | $3.8M | 11 | 2026-06-30 |
| Atlas Capital Advisors Inc. | $3.7M | 8 | 2026-06-30 |
| Roof Eidam Maycock Peralta, LLC | $3.7M | 5 | 2026-06-30 |
| Quartz Partners, LLC | $3.7M | 29 | 2026-06-30 |
| Geowealth Management, LLC | $3.7M | 0 | 2026-06-30 |
| Wealthfront Advisers LLC | $3.5M | 40 | 2026-06-30 |
| Ahara Advisors | $3.5M | 2 | 2026-06-30 |
| Schroder Investment Management Group | $3.4M | 0 | 2026-06-30 |
| US Bancorp | $3.4M | 0 | 2026-06-30 |
| Banque Transatlantique SA | $3.4M | 0 | 2026-06-30 |
| Belpointe Asset Management LLC | $3.4M | 170 | 2026-06-30 |
| Dorsey & Whitney Trust Co LLC | $3.4M | 0 | 2026-06-30 |
| Willis Johnson & Associates, Inc. | $3.3M | 31 | 2026-06-30 |
| Israel Discount Bank of New York | $3.2M | 0 | 2026-06-30 |
| Concurrent Investment Advisors, LLC | $3.1M | 349 | 2026-06-30 |
| Ameritas Advisory Services, LLC | $3M | 550 | 2026-06-30 |
| Aqr Capital Management LLC | $3M | 1 | 2026-06-30 |
| Syon Capital LLC | $3M | 12 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $3M | 2,863 | 2026-06-30 |
| Stephens Inc /ar | $2.9M | 243 | 2026-06-30 |
| Cooperman Leon G | $2.9M | 0 | 2026-06-30 |
| Tru Independence Asset Management 2, LLC | $2.9M | 4 | 2026-06-30 |
| Richardson Financial Services | $2.8M | 4 | 2026-06-30 |
| Northern Trust Corp | $2.8M | 0 | 2026-06-30 |
| Beacon Pointe Advisors, LLC | $2.8M | 466 | 2026-06-30 |
| First Manhattan Co. Llc. | $2.8M | 66 | 2026-06-30 |
| Dz Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main | $2.7M | 0 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $2.7M | 1,026 | 2026-06-30 |
| M&T Bank Corp | $2.7M | 0 | 2026-06-30 |
| Penobscot Wealth Management | $2.6M | 8 | 2026-06-30 |
| Transatlantique Private Wealth LLC | $2.5M | 11 | 2025-12-31 |
| Fmr LLC | $2.5M | 0 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $2.4M | 480 | 2026-06-30 |
| Dogwood Wealth Management LLC | $2.4M | 4 | 2026-06-30 |
| World Investment Advisors | $2.4M | 359 | 2026-06-30 |
| Gc Wealth Management RIA, LLC | $2.4M | 35 | 2026-06-30 |
| Fortis Capital Advisors, LLC | $2.3M | 71 | 2026-06-30 |
| Bank of New York Mellon Corp | $2.3M | 0 | 2026-06-30 |
| Syntax Research, Inc. | $2.2M | 1 | 2026-06-30 |
| National Bank of Canada /fi | $2.2M | 0 | 2026-06-30 |
| Burton Enright Welch | $2.2M | 12 | 2026-06-30 |
| Phillips Wealth Planners LLC | $2.2M | 2 | 2026-06-30 |
| Transcend Capital Advisors, LLC | $2.1M | 0 | 2026-06-30 |
| Peck Wealth Management, LLC | $2M | 0 | 2026-06-30 |
| Pax Financial Group, LLC | $2M | 15 | 2026-06-30 |
| Schwarz Dygos Wheeler Investment Advisors LLC | $2M | 7 | 2026-06-30 |
| Roan Capital Partners | $2M | 4 | 2026-06-30 |
| Jones Financial Companies LLLP | $2M | 0 | 2026-06-30 |
| New England Asset Management Inc | $2M | 1 | 2026-06-30 |
| Knightsbridge Asset Management, LLC | $2M | 10 | 2026-06-30 |
| Quantinno Capital Management LP | $1.9M | 0 | 2026-06-30 |
| Jacobs Equity LLC | $1.9M | 3 | 2026-06-30 |
| Bank of Nova Scotia | $1.9M | 0 | 2026-06-30 |
| Ameraudi Asset Management, Inc. | $1.9M | 12 | 2026-06-30 |
| Newedge Advisors | $1.9M | 601 | 2026-06-30 |
| Walkner Condon Financial Advisors LLC | $1.9M | 15 | 2026-06-30 |
| Composition Wealth, LLC | $1.8M | 76 | 2026-06-30 |
| Beacon Bridge Wealth Partners, LLC | $1.8M | 6 | 2026-06-30 |
| Genesee Capital Advisors, LLC | $1.8M | 2 | 2026-06-30 |
| Harrell Investment Partners, LLC | $1.8M | 4 | 2026-06-30 |
| Verdence Capital Advisors LLC | $1.7M | 46 | 2026-06-30 |
| Balefire, LLC | $1.7M | 37 | 2026-06-30 |
| Element Wealth, LLC | $1.7M | 13 | 2026-06-30 |
| Tradewinds Capital Management, LLC | $1.7M | 7 | 2026-06-30 |
| McCarter Private Wealth Services LLC | $1.7M | 2 | 2026-06-30 |
| Banco Santander, S.A. | $1.6M | 0 | 2026-06-30 |
| Fiduciary Financial Group, LLC | $1.6M | 9 | 2026-06-30 |
| Versant Capital Management, Inc. | $1.6M | 11 | 2026-06-30 |
| Simplicity Wealth, LLC | $1.6M | 0 | 2026-06-30 |
| Invst, LLC | $1.5M | 33 | 2026-06-30 |
| Comerica Bank | $1.5M | 0 | 2025-12-31 |
| Sharper & Granite LLC | $1.5M | 4 | 2026-06-30 |
| Orba Wealth Advisors, LLC | $1.5M | 0 | 2026-06-30 |
| Arkadios Wealth Advisors | $1.5M | 226 | 2026-06-30 |
| Choreo, LLC | $1.5M | 148 | 2026-06-30 |
| Brighton Jones LLC | $1.5M | 159 | 2026-06-30 |
| Bank of Montreal /can | $1.5M | 0 | 2026-06-30 |
| Advisory Solutions Group | $1.4M | 42 | 2026-06-30 |
| Kestra Advisory Services, LLC | $1.4M | 1,479 | 2026-06-30 |
| Regal Investment Advisors LLC | $1.4M | 117 | 2026-06-30 |
| Lakeshore Capital Group, Inc. | $1.4M | 3 | 2026-06-30 |
| Lvz, Inc. | $1.3M | 16 | 2026-06-30 |
| Vontobel Holding Ltd. | $1.3M | 0 | 2026-06-30 |
| Sunbelt Securities, Inc. | $1.3M | 63 | 2026-03-31 |
| Dunhill Financial, LLC | $1.3M | 12 | 2026-06-30 |
| Viewpoint Capital Management LLC | $1.2M | 1 | 2026-06-30 |
| Mercer Global Advisors Inc /adv | $1.2M | 0 | 2026-06-30 |
| Blair William & Co/il | $1.2M | 329 | 2026-06-30 |
| Ashton Thomas Private Wealth, LLC | $1.2M | 96 | 2026-06-30 |
| Picton Investments | $1.2M | 0 | 2026-06-30 |
| Stonex Group Inc. | $1.2M | 0 | 2026-06-30 |
| Cullen/frost Bankers, Inc. | $1.2M | 0 | 2026-06-30 |
| Dakota Wealth Management | $1.2M | 0 | 2026-06-30 |
| Invested Advisors | $1.1M | 3 | 2026-06-30 |
| Gateway Wealth Partners, LLC | $1.1M | 101 | 2026-06-30 |
| Iht Wealth Management LLC | $1.1M | 159 | 2026-06-30 |
| Brandywine Oak Private Wealth LLC | $1.1M | 10 | 2026-06-30 |
| The Ascent Group, LLC | $1.1M | 20 | 2026-06-30 |
| Inman Jager Wealth Management, LLC | $1.1M | 3 | 2026-06-30 |
| Orion Porfolio Solutions, LLC | $1M | 199 | 2026-06-30 |
| Aia Group Ltd | $1M | 0 | 2026-06-30 |
| Calydon Capital, LLC | $1M | 7 | 2026-06-30 |
| Arkansas Financial Group, Inc. | $1M | 5 | 2026-06-30 |
| Scs Capital Management LLC | $986.4K | 80 | 2026-06-30 |
| Visionary Wealth Advisors | $974.8K | 46 | 2026-06-30 |
| Dara Capital US, Inc. | $968.9K | 2 | 2026-06-30 |
| Patriot Investment Management Group, Inc. | $933.9K | 15 | 2026-06-30 |
| Presilium Private Wealth, LLC | $921.6K | 5 | 2026-06-30 |
| Farther Finance Advisors, LLC | $911.5K | 334 | 2026-06-30 |
| Bfi Infinity Ltd. | $904.1K | 0 | 2026-06-30 |
| Barings LLC | $900.7K | 0 | 2026-06-30 |
| Legacy Wealth Managment, Llc/id | $863.2K | 49 | 2026-06-30 |
| Rossby Financial, Lcc | $848.6K | 31 | 2026-06-30 |
| Moors & Cabot, Inc. | $843.6K | 82 | 2026-06-30 |
| Silverlake Wealth Management LLC | $840.8K | 9 | 2026-06-30 |
| Bnp Paribas Financial Markets | $826.3K | 0 | 2026-06-30 |
| Lom Asset Management Ltd | $825.4K | 0 | 2026-06-30 |
| Harbour Capital Advisors, LLC | $812.9K | 4 | 2026-06-30 |
| Portfolio Resources Advisor Group, Inc. | $812.7K | 11 | 2026-06-30 |
| CIBC Bancorp USA Inc. | $792.8K | 0 | 2026-06-30 |
| Squarepoint Ops LLC | $777.8K | 0 | 2026-06-30 |
| First Citizens Bank & Trust Co | $768.6K | 0 | 2026-06-30 |
| CIBC Private Wealth Group LLC | $760.4K | 0 | 2025-12-31 |
| Badgley Phelps Wealth Managers, LLC | $712.2K | 28 | 2026-06-30 |
| Wedmont Private Capital | $705.5K | 12 | 2026-06-30 |
| Waystone Advisors LLC | $704.3K | 4 | 2026-06-30 |
| &partners | $683.1K | 555 | 2026-06-30 |
| J2 Capital Management Inc | $680.1K | 2 | 2026-06-30 |
| Robertson Stephens Wealth Management, LLC | $676.1K | 72 | 2026-06-30 |
| Mosaic Family Wealth Partners, LLC | $666.5K | 19 | 2026-06-30 |
| Mission Creek Capital Partners, Inc. | $655.4K | 9 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $648.6K | 21 | 2026-06-30 |
| O'Shaughnessy Asset Management, LLC | $643.2K | 58 | 2026-06-30 |
| South Plains Financial, Inc. | $642.9K | 0 | 2026-06-30 |
| Insigneo Advisory Services, LLC | $637.5K | 225 | 2026-06-30 |
| Ieq Capital, LLC | $631.9K | 197 | 2026-06-30 |
| Vident Advisory, LLC | $628.6K | 6 | 2026-06-30 |
| Rothschild Investment LLC | $620.6K | 18 | 2026-06-30 |
| Pennington Partners & Co., LLC | $616.3K | 11 | 2026-06-30 |
| Valor Advisors LLC | $594.2K | 3 | 2026-06-30 |
| Watershed Private Wealth LLC | $589.6K | 3 | 2026-06-30 |
| Focus Partners Wealth | $584.8K | 1,048 | 2026-06-30 |
| Brown Brothers Harriman Mutual Fund Advisory Department | $578K | 0 | 2026-06-30 |
| Litman Gregory Wealth Management LLC | $576K | 0 | 2025-12-31 |
| Hb Wealth Management, LLC | $565.2K | 169 | 2026-06-30 |
| Advisory Services Network | $562.4K | 253 | 2026-06-30 |
| Avaii Wealth Management, LLC | $552.8K | 11 | 2026-06-30 |
| Cary Street Partners Financial LLC | $550.8K | 0 | 2026-06-30 |
| Private Trust Co NA | $539.3K | 0 | 2026-06-30 |
| Equitable Holdings, Inc. | $532.3K | 0 | 2026-06-30 |
| Tfb Advisors LLC | $531.7K | 18 | 2026-06-30 |
| Wealthgarden F.S. LLC | $528.8K | 5 | 2026-06-30 |