| Morgan Stanley | $157.7M | 23,185 | 2026-06-30 |
| Jpmorgan Chase & Co | $83.4M | 0 | 2026-06-30 |
| UBS Group AG | $60.7M | 0 | 2026-06-30 |
| Wells Fargo & Company/mn | $36.7M | 0 | 2026-06-30 |
| Bank of America Corp /de | $25.5M | 0 | 2026-06-30 |
| Deutsche Bank AG | $20.5M | 0 | 2026-06-30 |
| Royal Bank of Canada | $20.1M | 0 | 2026-06-30 |
| Envestnet Pmc | $19.5M | 60 | 2026-06-30 |
| Lpl Financial LLC | $14.6M | 23,458 | 2026-06-30 |
| Willis Johnson & Associates, Inc. | $14.1M | 31 | 2026-06-30 |
| Allianz Asset Management GMBH | $12.7M | 0 | 2026-06-30 |
| Dz Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main | $10.8M | 0 | 2026-06-30 |
| New Wave Wealth Advisors LLC | $9M | 6 | 2026-03-31 |
| Integrated Wealth Concepts LLC | $8.4M | 480 | 2026-06-30 |
| Sanctuary Advisors, LLC | $8.2M | 401 | 2026-06-30 |
| One Wealth Advisors, LLC | $7.6M | 11 | 2026-06-30 |
| Onedigital Investment Advisors LLC | $7.1M | 386 | 2026-06-30 |
| Karpus Investment Management | $6.8M | 6 | 2026-06-30 |
| Triglav Investments, Doo. | $6.1M | 0 | 2026-06-30 |
| Fpc Investment Advisory, Inc. | $6M | 3 | 2026-06-30 |
| Nvest Financial, LLC | $5.8M | 6 | 2026-06-30 |
| Cetera Investment Advisers | $5.5M | 10,370 | 2026-06-30 |
| Barry Investment Advisors, LLC | $4.3M | 8 | 2026-06-30 |
| Zurich Insurance Group Ltd/fi | $4.3M | 0 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $4.2M | 21 | 2026-06-30 |
| Arrow Investment Advisors, LLC | $4.1M | 0 | 2026-06-30 |
| Scotia Capital Inc. | $4M | 0 | 2026-06-30 |
| Beacon Pointe Advisors, LLC | $4M | 466 | 2026-06-30 |
| Checchi Capital Advisers, LLC | $3.9M | 8 | 2026-06-30 |
| Synergy Asset Management, LLC | $3.8M | 10 | 2026-06-30 |
| Providence First Trust Co | $3.7M | 0 | 2026-06-30 |
| Twin Focus Capital Partners, LLC | $3.7M | 19 | 2026-06-30 |
| Raymond James Financial Inc | $3.7M | 0 | 2026-06-30 |
| Keebeck Wealth Management | $3.5M | 5 | 2026-06-30 |
| Dorsey Wright & Associates | $3.5M | 20 | 2026-06-30 |
| Institute for Wealth Management, Llc. | $3.3M | 13 | 2026-06-30 |
| MML Investors Services, LLC | $3.2M | 5,120 | 2026-06-30 |
| CIBC Asset Management Inc | $3M | 5 | 2026-06-30 |
| Obermeyer Wealth Partners | $3M | 19 | 2026-06-30 |
| Ashton Thomas Private Wealth, LLC | $3M | 96 | 2026-06-30 |
| Km Capital Management Ltd. | $2.9M | 4 | 2026-06-30 |
| Creative Planning | $2.8M | 1,171 | 2026-06-30 |
| Vise Technologies, Inc. | $2.7M | 0 | 2026-06-30 |
| Corient Private Wealth LP | $2.7M | 674 | 2026-06-30 |
| Savvy Advisors, Inc. | $2.5M | 214 | 2026-06-30 |
| Tricert Investment Counsel Inc. | $2.3M | 0 | 2026-06-30 |
| Jane Street Group, LLC | $2.3M | 0 | 2026-06-30 |
| Shorehaven Wealth Partners, LLC | $2.2M | 4 | 2026-06-30 |
| Osaic Holdings, Inc. | $2.1M | 0 | 2026-06-30 |
| Meridian Wealth Management, LLC | $2M | 58 | 2026-06-30 |
| Amundi | $1.9M | 0 | 2026-06-30 |
| Kickstand Ventures, Llc. | $1.9M | 6 | 2026-06-30 |
| Hb Wealth Management, LLC | $1.8M | 169 | 2026-06-30 |
| Kestra Advisory Services, LLC | $1.8M | 1,479 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $1.8M | 0 | 2026-06-30 |
| Citadel Advisors LLC | $1.7M | 0 | 2026-06-30 |
| Truist Financial Corp | $1.7M | 0 | 2026-06-30 |
| Cypress Wealth Services, LLC | $1.7M | 14 | 2026-06-30 |
| Ridgeline Wealth, LLC | $1.7M | 4 | 2026-06-30 |
| Ameriprise Financial Inc | $1.6M | 0 | 2026-06-30 |
| Newedge Advisors | $1.6M | 601 | 2026-06-30 |
| Fmr LLC | $1.5M | 0 | 2026-06-30 |
| Asempa Wealth Advisors | $1.5M | 3 | 2026-06-30 |
| Citigroup Inc | $1.5M | 0 | 2026-06-30 |
| Affinity Capital Advisors, LLC | $1.5M | 5 | 2026-06-30 |
| Old Mission Capital LLC | $1.5M | 0 | 2026-06-30 |
| Cerity Partners LLC | $1.5M | 777 | 2026-06-30 |
| Stelac Advisory Services LLC | $1.5M | 1 | 2026-06-30 |
| CIBC World Market Inc. | $1.5M | 0 | 2026-06-30 |
| Sagespring Wealth Partners | $1.5M | 126 | 2026-06-30 |
| Wealthspire Advisors, LLC | $1.4M | 237 | 2026-06-30 |
| Strategic Blueprint, LLC | $1.4M | 55 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $1.4M | 1,026 | 2026-06-30 |
| Swisspartners Advisors Ltd | $1.4M | 0 | 2026-06-30 |
| Apollon Wealth Management, LLC | $1.4M | 151 | 2026-06-30 |
| National Bank of Canada /fi | $1.3M | 0 | 2026-06-30 |
| Stifel Financial Corp | $1.3M | 0 | 2026-06-30 |
| Baird Financial Group, Inc. | $1.2M | 0 | 2026-06-30 |
| HSBC Holdings PLC | $1.2M | 0 | 2026-06-30 |
| Bourgeon Capital Management LLC | $1.2M | 3 | 2026-06-30 |
| TSA Wealth Managment LLC | $1.1M | 0 | 2026-06-30 |
| Globalt Investments LLC / Ga | $1.1M | 12 | 2026-06-30 |
| Mayflower Advisors | $1.1M | 27 | 2026-06-30 |
| Federation Des Caisses Desjardins Du Quebec | $1.1M | 0 | 2026-06-30 |
| First Growth Capital LLC | $1M | 0 | 2026-06-30 |
| Bridgewater Advisors Inc. | $969.9K | 14 | 2026-06-30 |
| Ma Private Wealth | $955.9K | 5 | 2026-06-30 |
| Daymark Wealth Partners, LLC | $952.2K | 37 | 2026-06-30 |
| Westhampton Capital | $931.6K | 4 | 2026-06-30 |
| Finley Financial, LLC | $927.7K | 1 | 2026-06-30 |
| High Falls Advisors, Inc | $921K | 0 | 2025-12-31 |
| Jones Financial Companies LLLP | $917.6K | 0 | 2026-06-30 |
| Shared Vision Wealth Group LLC | $898.1K | 3 | 2026-06-30 |
| Castleark Management LLC | $881.5K | 0 | 2026-06-30 |
| Banque Pictet & Cie SA | $879.3K | 0 | 2026-06-30 |
| Power Wealth Management LLC | $856.7K | 7 | 2026-06-30 |
| Beacon Financial Group | $852.3K | 8 | 2026-06-30 |
| Silvercrest Asset Management Group LLC | $849.4K | 34 | 2026-06-30 |
| Wealthplan Investment Management, LLC | $847.9K | 29 | 2026-06-30 |
| 5t Wealth, LLC | $819.6K | 4 | 2026-06-30 |
| Ae Wealth Management LLC | $808.2K | 471 | 2026-06-30 |
| Cookson Peirce Wealth Management | $805.6K | 23 | 2026-06-30 |
| Unique Wealth, LLC | $798.6K | 14 | 2026-06-30 |
| Guardian Wealth Advisors, LLC / Nc | $792.9K | 33 | 2026-06-30 |
| Waverly Advisors, LLC | $779.9K | 231 | 2026-06-30 |
| Horst & Graben Wealth Management, LLC | $770.7K | 5 | 2026-06-30 |
| Balance Wealth | $763.5K | 9 | 2026-06-30 |
| Cresset Asset Management, LLC | $759K | 212 | 2026-06-30 |
| Canal Capital Management, LLC | $749K | 7 | 2026-06-30 |
| Alamea Verwaltungs GMBH | $728.5K | 0 | 2026-06-30 |
| Mariner, LLC | $715.6K | 0 | 2026-06-30 |
| Advisory Services Network | $703.9K | 253 | 2026-06-30 |
| Barings LLC | $703.3K | 0 | 2026-06-30 |
| Csenge Advisory Group | $699.1K | 75 | 2026-06-30 |
| Wealthgarden F.S. LLC | $693.2K | 5 | 2026-06-30 |
| Metlife Inc | $692K | 0 | 2026-06-30 |
| Glenmede Trust Co NA | $691.7K | 6 | 2026-06-30 |
| The Ascent Group, LLC | $688.8K | 20 | 2026-06-30 |
| Lcnb Corp | $688.4K | 0 | 2026-06-30 |
| Trustmark Bank Trust Department | $684.8K | 0 | 2026-06-30 |
| Mercer Global Advisors Inc /adv | $676.9K | 0 | 2026-06-30 |
| Sound Income Strategies, LLC | $676.8K | 118 | 2026-06-30 |
| Vestgen Advisors, LLC | $670.1K | 58 | 2026-06-30 |
| Farther Finance Advisors, LLC | $662.7K | 334 | 2026-06-30 |
| Braun-Bostich & Associates Inc. | $655.1K | 4 | 2026-06-30 |
| Certified Advisory Corp | $653.6K | 17 | 2026-06-30 |
| Vestgen Investment Management | $652.5K | 2 | 2026-06-30 |
| The Wealth Alliance, LLC | $644.1K | 12 | 2026-06-30 |
| Focus Partners Wealth | $633.3K | 1,048 | 2026-06-30 |
| Quantinno Capital Management LP | $631.6K | 0 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $629.4K | 2,863 | 2026-06-30 |
| Hibernia Wealth Partners, LLC | $627K | 7 | 2026-06-30 |
| Lansing Street Advisors | $625.9K | 6 | 2026-06-30 |
| Rathbones Group PLC | $624.3K | 0 | 2026-06-30 |
| Signet Private Wealth LLC | $610.6K | 4 | 2026-06-30 |
| Dentgroup LLC | $610.5K | 0 | 2025-12-31 |
| &partners | $564.9K | 555 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $560.2K | 0 | 2026-06-30 |
| Axxcess Wealth Management, LLC | $553K | 38 | 2026-06-30 |
| Brown Miller Wealth Management, LLC | $553K | 11 | 2026-06-30 |
| Brookstone Capital Management | $550.9K | 337 | 2026-06-30 |
| One Advisory Partners, LLC | $549.1K | 7 | 2026-06-30 |
| Fisher Asset Management, LLC | $529K | 2,984 | 2026-06-30 |
| Blue Trust, Inc. | $528.5K | 0 | 2026-06-30 |
| Ieq Capital, LLC | $524K | 197 | 2026-06-30 |
| Cohen Capital Management Inc | $523.8K | 1 | 2026-06-30 |
| Jacobs Equity LLC | $510.7K | 3 | 2026-06-30 |
| Efg International AG | $508.9K | 0 | 2026-06-30 |
| Curtis Wealth Management LLC | $505.1K | 2 | 2026-06-30 |
| Legacy Capital Group California, Inc. | $503.2K | 3 | 2026-06-30 |
| Avidian Wealth Enterprises, LLC | $499.4K | 43 | 2026-06-30 |
| Firethorn Wealth Partners, LLC | $490.2K | 7 | 2026-06-30 |
| Integris Wealth Management, LLC | $479.9K | 12 | 2026-06-30 |
| Hedges Asset Management LLC | $473.5K | 0 | 2026-06-30 |
| Prospera Financial Services, Inc. | $463.2K | 270 | 2026-06-30 |
| Sax Wealth Advisors, LLC | $457.5K | 42 | 2026-06-30 |
| Core Wealth Advisors, Inc. | $456.2K | 11 | 2026-06-30 |
| Blair William & Co/il | $451.1K | 329 | 2026-06-30 |
| Stokes Family Office LLC | $445K | 12 | 2026-06-30 |
| Summit Trail Advisors, LLC | $443.8K | 27 | 2026-06-30 |
| Collaborative Capital Advisors LLC | $443.8K | 2 | 2026-06-30 |
| Rockefeller Capital Management LP | $443.4K | 346 | 2026-06-30 |
| Efg Asset Management (americas) Corp. | $442.6K | 46 | 2025-09-30 |
| Chicago Partners Investment Group LLC | $439.2K | 57 | 2026-06-30 |
| Harbour Capital Advisors, LLC | $438.8K | 4 | 2026-06-30 |
| Ssa Swiss Advisors AG | $433.2K | 3 | 2026-06-30 |
| Davis Wealth Advisors, LLC | $427.7K | 4 | 2026-06-30 |
| Mather Group, Llc. | $425.3K | 110 | 2026-06-30 |
| Dunhill Financial, LLC | $418.8K | 12 | 2026-06-30 |
| Brown Advisory Inc | $415.2K | 0 | 2026-06-30 |
| Gibbs Wealth Management | $412.7K | 68 | 2026-03-31 |
| Mmbg Investment Advisors Co. | $408K | 7 | 2026-06-30 |
| Carret Asset Management, LLC | $403.6K | 11 | 2026-06-30 |
| Fifth Third Bancorp | $402.7K | 0 | 2026-06-30 |
| Susquehanna International Group, LLP | $396.3K | 0 | 2026-06-30 |
| Mlg Wealth Management Dba Pine Grove Financial Group | $394.5K | 0 | 2025-12-31 |
| Cannell & Spears LLC | $386.1K | 23 | 2026-06-30 |
| Global Retirement Partners LLC | $375.5K | 491 | 2026-06-30 |
| Eversource Wealth Advisors, LLC | $368.7K | 77 | 2026-06-30 |
| Blackrock, Inc. | $365.8K | 0 | 2026-06-30 |
| Capital Advisors Inc/ok | $364.3K | 0 | 2026-06-30 |
| Crestwood Advisors Group, LLC | $349.3K | 40 | 2026-06-30 |
| Kestra Private Wealth Services, LLC | $345.7K | 206 | 2026-06-30 |
| Creativeone Wealth, LLC | $343.9K | 221 | 2026-06-30 |
| Godfrey Financial Associates, Inc. | $335.6K | 3 | 2026-06-30 |
| W Advisors, LLC | $334.4K | 2 | 2026-06-30 |
| Comerica Bank | $334.2K | 0 | 2025-12-31 |
| L. Roy Papp & Associates, LLP | $327.8K | 11 | 2026-06-30 |
| Becker Capital Management Inc | $327.8K | 23 | 2026-06-30 |
| Sbi Securities Co., Ltd. | $316.8K | 0 | 2026-06-30 |
| Openarc Corporate Advisory, LLC | $316.2K | 123 | 2026-06-30 |
| Yoffe Investment Management, LLC | $315.2K | 1 | 2026-06-30 |
| Bank of Montreal /can | $314.8K | 0 | 2026-06-30 |
| Patriot Financial Group Insurance Agency, LLC | $314.3K | 35 | 2026-06-30 |
| Ausdal Financial Partners, Inc. | $308.2K | 189 | 2026-06-30 |
| Empire Life Investments Inc. | $304.7K | 0 | 2026-06-30 |
| Citizens Financial Group Inc/ri | $294.3K | 0 | 2026-06-30 |
| O'Shaughnessy Asset Management, LLC | $291.7K | 58 | 2026-06-30 |
| Silvia McColl Wealth Management, LLC | $291.4K | 2 | 2026-06-30 |
| Dakota Wealth Management | $288.9K | 0 | 2026-06-30 |
| Alpha Advisors, Llc/va | $284.1K | 0 | 2026-06-30 |
| Kcm Investment Advisors LLC | $281.6K | 7 | 2026-06-30 |
| Hightower Advisors, LLC | $271.2K | 1,046 | 2026-06-30 |
| Spire Wealth Management | $266.3K | 3 | 2026-06-30 |
| Ironwood Financial, LLC | $265.1K | 8 | 2026-06-30 |
| Advyzon Investment Management, LLC | $264.6K | 2 | 2026-06-30 |
| Accelerate Investment Advisors LLC | $264.3K | 32 | 2026-06-30 |
| Composition Wealth, LLC | $257.8K | 76 | 2026-06-30 |
| Greenup Street Wealth Management LLC | $252.6K | 20 | 2026-06-30 |
| Banco Santander, S.A. | $251.3K | 0 | 2026-06-30 |
| Gfs Advisors, LLC | $250.9K | 10 | 2025-12-31 |
| Watershed Private Wealth LLC | $240.8K | 3 | 2026-06-30 |
| Centerline Wealth Advisors, LLC | $237.3K | 4 | 2026-06-30 |
| TD Waterhouse Canada Inc. | $230.9K | 0 | 2026-06-30 |
| Settanni Financial LLC | $230.6K | 3 | 2026-06-30 |
| Private Advisor Group, LLC | $226.2K | 927 | 2026-06-30 |
| Burke & Herbert Bank & Trust Co | $222.2K | 0 | 2026-06-30 |
| Merit Financial Group, LLC | $221.2K | 295 | 2026-06-30 |
| Vident Advisory, LLC | $220.7K | 6 | 2026-06-30 |
| Bank Julius Baer & Co. Ltd, Zurich | $219.3K | 0 | 2026-06-30 |
| First Horizon Corp | $218.6K | 0 | 2026-06-30 |
| Lido Advisors, LLC | $213.5K | 320 | 2026-06-30 |
| Foguth Wealth Management, Llc. | $209.1K | 51 | 2026-06-30 |
| Atria Investments, Inc | $204.9K | 6 | 2026-06-30 |
| Oppenheimer & Co. Inc. | $202.7K | 1,166 | 2026-06-30 |
| Meridian Financial Advisors, LLC | $201.7K | 2 | 2026-06-30 |
| Peace of Mind Wealth Management | $199.3K | 8 | 2026-06-30 |
| UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC | $188.5K | 0 | 2026-06-30 |
| Lom Asset Management Ltd | $166.5K | 0 | 2026-06-30 |
| Bartlett & Co. Wealth Management LLC | $156.6K | 32 | 2026-06-30 |
| Osbon Capital Management LLC | $149.7K | 2 | 2026-06-30 |
| Smartleaf Asset Management LLC | $148.9K | 9 | 2026-06-30 |
| USA Financial Formulas | $144.8K | 0 | 2026-06-30 |
| Corecap Advisors, LLC | $143.4K | 118 | 2026-06-30 |
| Strategic Investment Advisors / Mi | $142.7K | 0 | 2026-06-30 |
| Steigerwald, Gordon & Koch Inc. | $131.1K | 9 | 2026-06-30 |
| Princeton Global Asset Management LLC | $122.1K | 17 | 2026-06-30 |
| New Republic Capital, LLC | $121.4K | 6 | 2026-06-30 |
| Ifp Advisors, Inc | $116.2K | 318 | 2026-06-30 |
| USA Financial Formulas | $115.9K | 0 | 2026-03-31 |
| Kayne Anderson Rudnick Investment Management LLC | $111.6K | 36 | 2026-06-30 |
| Rothschild Investment LLC | $111.1K | 18 | 2026-06-30 |
| Schroder Investment Management Group | $110.4K | 0 | 2026-06-30 |
| Montag | $109.3K | 9 | 2026-06-30 |
| Colonial Trust Advisors | $102.1K | 15 | 2026-06-30 |
| Capital Investment Advisory Services, LLC | $87.4K | 103 | 2026-06-30 |
| Iag Wealth Partners, LLC | $86K | 17 | 2026-06-30 |
| Templeton & Phillips Capital Management, LLC | $81.9K | 0 | 2026-06-30 |
| Mpwm Advisory Solutions, LLC | $79.3K | 15 | 2026-06-30 |
| Whittier Trust Co of Nevada Inc | $73.3K | 0 | 2026-06-30 |