| Northern Trust Corp | $2.3B | 0 | 2026-06-30 |
| Blackrock, Inc. | $1.3B | 0 | 2026-06-30 |
| Lpl Financial LLC | $756.1M | 23,458 | 2026-06-30 |
| US Bancorp | $257.4M | 0 | 2026-06-30 |
| Pathstone Holdings, LLC | $252.7M | 0 | 2026-06-30 |
| Northrock Partners, LLC | $204.9M | 91 | 2026-06-30 |
| American Family Investments, Inc. | $169M | 0 | 2026-06-30 |
| Ballentine Partners, LLC | $168.7M | 90 | 2026-06-30 |
| 1832 Asset Management LP | $134M | 0 | 2026-06-30 |
| Mariner, LLC | $132.5M | 0 | 2026-06-30 |
| Morgan Stanley | $119.6M | 23,185 | 2026-06-30 |
| Pictet Asset Management Holding SA | $114.1M | 0 | 2026-06-30 |
| TD Waterhouse Canada Inc. | $112.8M | 0 | 2026-06-30 |
| Fifth Third Bancorp | $96.3M | 0 | 2026-06-30 |
| Manufacturers Life Insurance Company, the | $84.6M | 0 | 2026-06-30 |
| Moneta Group Investment Advisors LLC | $71.1M | 256 | 2026-06-30 |
| Bank of New York Mellon Corp | $66.5M | 0 | 2026-06-30 |
| Goldman Sachs Group Inc | $56.2M | 0 | 2026-06-30 |
| Bank of America Corp /de | $52.7M | 0 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $52.7M | 0 | 2026-06-30 |
| Nepc LLC | $52.1M | 1 | 2026-06-30 |
| Waldron Private Wealth | $45.8M | 42 | 2026-06-30 |
| Mai Capital Management | $45.4M | 308 | 2026-06-30 |
| Wells Fargo & Company/mn | $45.2M | 0 | 2026-06-30 |
| Laird Norton Wetherby Trust Company, LLC | $43.1M | 0 | 2026-06-30 |
| Envestnet Pmc | $42.8M | 60 | 2026-06-30 |
| CIBC Bancorp USA Inc. | $41M | 0 | 2026-06-30 |
| Principal Financial Group Inc | $39.2M | 0 | 2026-06-30 |
| Captrust Financial Advisors | $39.2M | 962 | 2026-06-30 |
| Savant Wealth Management | $37.9M | 405 | 2026-06-30 |
| Raymond James Financial Inc | $37.9M | 0 | 2026-06-30 |
| Jpmorgan Chase & Co | $36.8M | 0 | 2026-06-30 |
| UBS Group AG | $35.3M | 0 | 2026-06-30 |
| Ci Investments Inc. | $35M | 0 | 2026-06-30 |
| Wealthspire Advisors, LLC | $31M | 237 | 2026-06-30 |
| Cerity Partners LLC | $27.1M | 777 | 2026-06-30 |
| CIBC Private Wealth Group LLC | $25.8M | 0 | 2025-12-31 |
| Royal Bank of Canada | $24.7M | 0 | 2026-06-30 |
| Evergreen Capital Management LLC | $24.2M | 28 | 2026-06-30 |
| Country Trust Bank | $23.8M | 0 | 2026-06-30 |
| Heartland Bank & Trust Co | $23.4M | 0 | 2026-06-30 |
| Fmr LLC | $23.4M | 0 | 2026-06-30 |
| Hightower Advisors, LLC | $22.6M | 1,046 | 2026-06-30 |
| B & T Capital Management Dba Alpha Capital Management | $22.3M | 6 | 2026-06-30 |
| Employees' Retirement Fund of the City of Fort Worth | $20.9M | 0 | 2026-06-30 |
| Fsm Wealth Advisors, LLC | $20.9M | 16 | 2026-06-30 |
| Pacific Life Fund Advisors LLC | $20.4M | 0 | 2026-06-30 |
| Ameriprise Financial Inc | $19.3M | 0 | 2026-06-30 |
| First American Trust, Fsb | $17M | 0 | 2026-06-30 |
| Great Lakes Advisors, LLC | $16M | 18 | 2026-06-30 |
| Jane Street Group, LLC | $15.4M | 0 | 2026-06-30 |
| Bnp Paribas Financial Markets | $15.1M | 0 | 2026-06-30 |
| Focus Partners Wealth | $14.7M | 1,048 | 2026-06-30 |
| Naples Global Advisors, LLC | $12.8M | 16 | 2026-06-30 |
| Cetera Investment Advisers | $12.8M | 10,370 | 2026-06-30 |
| Aprio Wealth Management, LLC | $12.2M | 36 | 2026-06-30 |
| Hancock Whitney Corp | $12.1M | 0 | 2026-06-30 |
| Susquehanna International Group, LLP | $12.1M | 0 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $11.4M | 0 | 2026-06-30 |
| Adaptive Investments | $11.2M | 0 | 2026-06-30 |
| Bank of Montreal /can | $11M | 0 | 2026-06-30 |
| Principal Securities, Inc. | $10.7M | 1,463 | 2026-06-30 |
| Symphony Financial, Ltd. Co. | $10.6M | 46 | 2026-06-30 |
| Laird Norton Wetherby Wealth Management, LLC | $9.9M | 61 | 2025-09-30 |
| Keybank National Association/oh | $9.5M | 0 | 2026-06-30 |
| Northcoast Asset Management LLC | $8.6M | 31 | 2026-06-30 |
| Sage Financial Group Inc | $8.5M | 20 | 2026-06-30 |
| Equitable Holdings, Inc. | $8.1M | 0 | 2026-06-30 |
| Sanctuary Advisors, LLC | $7.7M | 401 | 2026-06-30 |
| 1 North Wealth Services LLC | $7.5M | 6 | 2026-06-30 |
| Capstone Financial Advisors, Inc. | $7.5M | 18 | 2026-06-30 |
| Banque Pictet & Cie SA | $7.2M | 0 | 2026-06-30 |
| Arbor Trust Wealth Advisors, LLC | $7.1M | 3 | 2026-06-30 |
| Tepp RIA, LLC | $7.1M | 3 | 2026-06-30 |
| Proficio Capital Partners LLC | $6.8M | 2 | 2026-06-30 |
| Arrien Investments, Inc. | $6.7M | 4 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $6.4M | 2,863 | 2026-06-30 |
| Ifg Advisory, LLC | $6.3M | 110 | 2026-06-30 |
| Johnson Financial Group, Inc. | $6.2M | 0 | 2026-06-30 |
| Maryland State Retirement & Pension System | $6M | 0 | 2026-06-30 |
| Fifth Third Wealth Advisors LLC | $5.9M | 66 | 2026-06-30 |
| Farther Finance Advisors, LLC | $5.8M | 334 | 2026-06-30 |
| Alliancebernstein LP | $5.8M | 517 | 2026-06-30 |
| Efg International AG | $5.7M | 0 | 2026-06-30 |
| Kestra Advisory Services, LLC | $5.6M | 1,479 | 2026-06-30 |
| Beta Wealth Group, Inc. | $5.6M | 3 | 2026-06-30 |
| Vestmark Advisory Solutions, Inc. | $5.6M | 8 | 2026-06-30 |
| Efg Asset Management (americas) Corp. | $5.4M | 46 | 2025-09-30 |
| Cwm, LLC | $5.3M | 667 | 2026-03-31 |
| Private Advisor Group, LLC | $5.2M | 927 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $5M | 480 | 2026-06-30 |
| Modern Wealth Management, LLC | $4.9M | 161 | 2026-06-30 |
| Visionary Wealth Advisors | $4.6M | 46 | 2026-06-30 |
| Callan Family Office, LLC | $4.6M | 0 | 2026-06-30 |
| Clearstead; Clearstead Advisory Solutions | $4.4M | 64 | 2026-06-30 |
| Stelac Advisory Services LLC | $4.4M | 1 | 2026-06-30 |
| Financiere Des Professionnels - Fonds D'Investissement Inc. | $4.4M | 0 | 2026-06-30 |
| Haven Private, LLC | $4.3M | 6 | 2026-06-30 |
| MacKenzie Financial Corp | $4.3M | 0 | 2026-06-30 |
| Schroder Investment Management Group | $4.2M | 0 | 2026-06-30 |
| Barings LLC | $4.2M | 0 | 2026-06-30 |
| Creative Planning | $4.1M | 1,171 | 2026-06-30 |
| Apella Capital, LLC | $4M | 104 | 2026-06-30 |
| Sageworth Trust Co | $3.9M | 0 | 2026-06-30 |
| Banco Santander, S.A. | $3.8M | 0 | 2026-06-30 |
| Hyposwiss Advisors SA | $3.8M | 1 | 2026-06-30 |
| D. E. Shaw & Co., LP | $3.8M | 0 | 2026-06-30 |
| Vestgen Advisors, LLC | $3.8M | 58 | 2026-06-30 |
| Comerica Bank | $3.5M | 0 | 2025-12-31 |
| Ima Advisory Services, Inc. | $3.5M | 48 | 2026-06-30 |
| Old Mission Capital LLC | $3.5M | 0 | 2026-06-30 |
| &partners | $3.3M | 555 | 2026-06-30 |
| Permanens Capital LP | $3.3M | 4 | 2026-06-30 |
| Simon Quick Advisors, LLC | $3.2M | 40 | 2026-06-30 |
| Logan Stone Capital, LLC | $3.1M | 0 | 2026-06-30 |
| Bailard, Inc. | $3.1M | 40 | 2026-06-30 |
| Perigon Wealth Management, LLC | $2.9M | 92 | 2026-06-30 |
| Penobscot Wealth Management | $2.9M | 8 | 2026-06-30 |
| Ep Wealth Advisors, LLC | $2.9M | 338 | 2026-06-30 |
| Droms Strauss Advisors Inc /mo/ /adv | $2.9M | 5 | 2026-06-30 |
| Integrity Alliance, Llc. | $2.9M | 353 | 2026-06-30 |
| Apollon Wealth Management, LLC | $2.8M | 151 | 2026-06-30 |
| Gotham Asset Management, LLC | $2.8M | 5 | 2026-06-30 |
| Mgo One Seven LLC | $2.7M | 118 | 2026-06-30 |
| Stifel Financial Corp | $2.7M | 0 | 2026-06-30 |
| Corient Private Wealth LP | $2.6M | 674 | 2026-06-30 |
| Jones Financial Companies LLLP | $2.5M | 0 | 2026-06-30 |
| Wilmington Savings Fund Society, Fsb | $2.5M | 0 | 2026-06-30 |
| Solstein Capital, LLC | $2.5M | 2 | 2026-06-30 |
| Osaic Holdings, Inc. | $2.5M | 0 | 2026-06-30 |
| Wealth Architects, LLC | $2.5M | 15 | 2026-06-30 |
| Summit Financial, LLC | $2.4M | 229 | 2026-06-30 |
| Pictet North America Advisors SA | $2.4M | 0 | 2026-06-30 |
| Glenmede Trust Co NA | $2.2M | 6 | 2026-06-30 |
| Financial Management Network Inc | $2.1M | 21 | 2026-06-30 |
| United Capital Financial Advisors, LLC | $2.1M | 166 | 2026-06-30 |
| Mirae Asset Global Investments Co., Ltd. | $2.1M | 0 | 2026-06-30 |
| Banco Bilbao Vizcaya Argentaria, S.A. | $2M | 0 | 2026-06-30 |
| Y-Intercept (hong Kong) Ltd | $2M | 0 | 2026-06-30 |
| Fiducient Advisors LLC | $2M | 69 | 2026-06-30 |
| Mercer Global Advisors Inc /adv | $2M | 0 | 2026-06-30 |
| Marquette Associates, Inc. | $1.9M | 3 | 2026-06-30 |
| MML Investors Services, LLC | $1.9M | 5,120 | 2026-06-30 |
| Global Retirement Partners LLC | $1.9M | 491 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $1.8M | 1,026 | 2026-06-30 |
| Mesirow Financial Investment Management, Inc. | $1.8M | 92 | 2026-06-30 |
| Western Wealth Management, LLC | $1.8M | 112 | 2026-06-30 |
| Sincerus Advisory, LLC | $1.7M | 3 | 2026-06-30 |
| Washington Trust Bank | $1.7M | 0 | 2026-06-30 |
| Pitcairn Wealth Advisors LLC | $1.7M | 40 | 2026-06-30 |
| Richard W. Paul & Associates, LLC | $1.7M | 7 | 2026-06-30 |
| Brio Consultants, LLC | $1.7M | 16 | 2026-06-30 |
| Stonebridge Financial Planning Group, LLC | $1.6M | 5 | 2026-06-30 |
| Cornerstone National Bank & Trust Co | $1.6M | 0 | 2026-06-30 |
| Oneascent Financial Services LLC | $1.6M | 85 | 2026-06-30 |
| Ifp Advisors, Inc | $1.5M | 318 | 2026-06-30 |
| Axxcess Wealth Management, LLC | $1.5M | 38 | 2026-06-30 |
| Valeo Financial Advisors, LLC | $1.5M | 108 | 2026-06-30 |
| Lido Advisors, LLC | $1.4M | 320 | 2026-06-30 |
| Lee Financial Co | $1.4M | 31 | 2026-06-30 |
| CIBC World Market Inc. | $1.4M | 0 | 2026-06-30 |
| Bigsur Wealth Management LLC | $1.3M | 5 | 2026-06-30 |
| Nicolet Bankshares Inc | $1.3M | 0 | 2026-06-30 |
| Cubist Systematic Strategies, LLC | $1.3M | 0 | 2025-09-30 |
| Louisbourg Investments Inc. | $1.3M | 0 | 2026-06-30 |
| 4j Wealth Management, LLC | $1.3M | 4 | 2026-06-30 |
| Aim Capital | $1.3M | 2 | 2026-06-30 |
| Nomura Asset Management International Inc. | $1.2M | 0 | 2026-06-30 |
| 1st Source Bank | $1.2M | 0 | 2026-06-30 |
| Chicago Wealth Management, Inc. | $1.2M | 5 | 2026-06-30 |
| UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC | $1.2M | 0 | 2026-06-30 |
| Boltwood Capital Management | $1.2M | 2 | 2026-06-30 |
| Mutual Advisors, LLC | $1.2M | 153 | 2026-06-30 |
| Simplicity Wealth, LLC | $1.2M | 0 | 2026-06-30 |
| Rock Creek Group LLC | $1.2M | 0 | 2026-06-30 |
| Awm Capital, LLC | $1.2M | 29 | 2026-06-30 |
| Hoge Financial Services, LLC | $1.2M | 6 | 2026-06-30 |
| Johnson Investment Counsel Inc | $1.1M | 65 | 2026-06-30 |
| First Financial Corp /in | $1.1M | 0 | 2026-06-30 |
| Atria Investments, Inc | $1.1M | 6 | 2026-06-30 |
| Assetmark, Inc | $1.1M | 220 | 2026-06-30 |
| Seia | $1.1M | 141 | 2026-06-30 |
| Anchor Capital Advisors LLC | $1M | 16 | 2026-06-30 |
| Citizens Financial Group Inc/ri | $1M | 0 | 2026-06-30 |
| Arax Advisory Partners | $1M | 232 | 2026-06-30 |
| Fox Hill Wealth Management | $986.9K | 6 | 2026-06-30 |
| Umb Bank, N.A. | $974.6K | 0 | 2026-06-30 |
| Rockefeller Capital Management LP | $944.9K | 346 | 2026-06-30 |
| Huntington National Bank | $929.9K | 0 | 2026-06-30 |
| Tred Avon Family Wealth, LLC | $918.7K | 2 | 2026-06-30 |
| Fund Evaluation Group, LLC | $907.2K | 2 | 2026-06-30 |
| Kestra Private Wealth Services, LLC | $870.3K | 206 | 2026-06-30 |
| Sowell Financial Services LLC | $832.4K | 108 | 2026-06-30 |
| Waverly Advisors, LLC | $831.1K | 231 | 2026-06-30 |
| Basecamp Wealth Advisors LLC | $824.5K | 5 | 2026-06-30 |
| Newedge Advisors | $818.7K | 601 | 2026-06-30 |
| Oarsman Capital, Inc. | $776.6K | 14 | 2026-06-30 |
| Operose Advisors LLC | $753.9K | 14 | 2026-06-30 |
| M&T Bank Corp | $749.8K | 0 | 2026-06-30 |
| Comprehensive Money Management Services LLC | $747.8K | 0 | 2026-06-30 |
| Private Trust Co NA | $744.1K | 0 | 2026-06-30 |
| Constellation Wealth Advisors | $718K | 15 | 2026-06-30 |
| Rothschild Wealth LLC | $693K | 31 | 2026-06-30 |
| Wealthcare Advisory Partners LLC | $674.2K | 170 | 2026-06-30 |
| Federation Des Caisses Desjardins Du Quebec | $672.9K | 0 | 2026-06-30 |
| Beacon Pointe Advisors, LLC | $655.9K | 466 | 2026-06-30 |
| Svb Wealth LLC | $652.3K | 80 | 2026-06-30 |
| Motco | $649.8K | 0 | 2026-06-30 |
| Blair William & Co/il | $644.2K | 329 | 2026-06-30 |
| Patriot Investment Management Group, Inc. | $640.7K | 15 | 2026-06-30 |
| Lakeshore Capital Group, Inc. | $636.9K | 3 | 2026-06-30 |
| Merit Financial Group, LLC | $635.3K | 295 | 2026-06-30 |
| Readystate Asset Management LP | $626.1K | 0 | 2026-06-30 |
| Harbor Investment Advisory, LLC | $626K | 31 | 2026-06-30 |
| Sunbeam Capital Management, LLC | $623.9K | 3 | 2026-06-30 |
| Montecito Bank & Trust | $614.5K | 0 | 2026-06-30 |
| Nicolet Wealth Management | $612.8K | 46 | 2025-12-31 |
| Steward Partners Investment Advisory, LLC | $612.6K | 481 | 2026-06-30 |
| Evergreen Wealth Partners LLC | $609.9K | 5 | 2026-06-30 |
| Advisory Services Network | $608.5K | 253 | 2026-06-30 |
| Worth Financial Advisory Group, LLC | $603.5K | 7 | 2026-06-30 |
| Marshall Wace, LLP | $601K | 0 | 2026-06-30 |
| Concurrent Investment Advisors, LLC | $595.1K | 349 | 2026-06-30 |
| Compagnie Lombard Odier Scma | $590.8K | 0 | 2026-06-30 |
| Allie Family Office LLC | $585.1K | 0 | 2026-06-30 |
| Fairlight Advisors | $583K | 2 | 2026-06-30 |
| Firestone Capital Management | $581.1K | 6 | 2026-06-30 |
| Hb Wealth Management, LLC | $577.8K | 169 | 2026-06-30 |
| Quantinno Capital Management LP | $575.9K | 0 | 2026-06-30 |
| Moors & Cabot, Inc. | $575.4K | 82 | 2026-06-30 |
| Aqr Capital Management LLC | $569.1K | 1 | 2026-06-30 |
| Scs Capital Management LLC | $559.2K | 80 | 2026-06-30 |
| Newport Capital Group, LLC | $553.8K | 0 | 2026-06-30 |
| Inspire Advisors, LLC | $547.9K | 75 | 2026-06-30 |
| Napa Wealth Management | $543.4K | 0 | 2025-09-30 |
| Hoxton Planning & Management, LLC | $526.4K | 5 | 2026-06-30 |
| Second Half Financial Partners, LLC | $524.5K | 3 | 2026-06-30 |
| Onedigital Investment Advisors LLC | $519.8K | 386 | 2026-06-30 |
| Highpoint Advisor Group LLC | $510.8K | 114 | 2026-06-30 |
| Tudor Investment Corp Et Al | $507.9K | 0 | 2026-06-30 |
| Stratos Wealth Partners, Ltd. | $506K | 386 | 2026-06-30 |
| Bell Bank | $493.6K | 0 | 2026-06-30 |
| Baron Wealth Management LLC | $492.5K | 5 | 2026-06-30 |
| Fortitude Advisory Group LLC | $492.2K | 15 | 2026-06-30 |
| Steelpeak Wealth, LLC | $492.2K | 42 | 2026-06-30 |
| Rfg Advisory, LLC | $471.8K | 191 | 2026-06-30 |
| Neuberger Berman Group LLC | $471.7K | 0 | 2026-06-30 |
| Verdence Capital Advisors LLC | $471K | 46 | 2026-06-30 |
| Teachers Insurance & Annuity Association of America | $462.6K | 0 | 2026-06-30 |
| Compound Planning, Inc. | $449.1K | 75 | 2026-06-30 |