| Blue Trust, Inc. | $489.7M | 0 | 2026-06-30 |
| Jpmorgan Chase & Co | $232.8M | 0 | 2026-06-30 |
| Envestnet Pmc | $219.4M | 60 | 2026-06-30 |
| Charles Schwab Investment Management Inc | $98.5M | 37 | 2026-06-30 |
| Nomura Asset Management International Inc. | $89.7M | 0 | 2026-06-30 |
| Morgan Stanley | $84.1M | 23,185 | 2026-06-30 |
| Assetmark, Inc | $77.1M | 220 | 2026-06-30 |
| Mather Group, Llc. | $53.6M | 110 | 2026-06-30 |
| Stifel Financial Corp | $50M | 0 | 2026-06-30 |
| Elm Partners Management LLC | $43.7M | 7 | 2026-06-30 |
| Cetera Investment Advisers | $33.2M | 10,370 | 2026-06-30 |
| Mandatum Life Insurance Co Ltd | $21.5M | 0 | 2026-06-30 |
| Rockefeller Capital Management LP | $18.5M | 346 | 2026-06-30 |
| Bank Julius Baer & Co. Ltd, Zurich | $18.4M | 0 | 2026-06-30 |
| Roberts Financial Services LLC | $17.1M | 0 | 2026-06-30 |
| Bank of America Corp /de | $16.7M | 0 | 2026-06-30 |
| Wells Fargo & Company/mn | $16.7M | 0 | 2026-06-30 |
| Greenwood Capital Associates LLC | $15.6M | 16 | 2026-06-30 |
| Valley Wealth Managers, Inc. | $14.9M | 47 | 2026-06-30 |
| Vident Advisory, LLC | $12.4M | 6 | 2026-06-30 |
| Blue Edge Capital, LLC | $12.2M | 4 | 2026-06-30 |
| Osaic Holdings, Inc. | $12M | 0 | 2026-06-30 |
| Blackrock, Inc. | $11.5M | 0 | 2026-06-30 |
| Garde Capital, Inc. | $11.4M | 9 | 2026-06-30 |
| Gentrust, LLC | $10.9M | 22 | 2026-06-30 |
| Lpl Financial LLC | $9M | 23,458 | 2026-06-30 |
| Amundi | $8.6M | 0 | 2026-06-30 |
| Goldman Sachs Group Inc | $8.3M | 0 | 2026-06-30 |
| UBS Group AG | $7.3M | 0 | 2026-06-30 |
| Columbus MacRo, LLC | $7.2M | 5 | 2026-06-30 |
| United Capital Financial Advisors, LLC | $6.3M | 166 | 2026-06-30 |
| Integris Wealth Management, LLC | $6M | 12 | 2026-06-30 |
| Prime Capital Financial | $5.9M | 265 | 2026-06-30 |
| Lazard Asset Management LLC | $5.8M | 32 | 2026-06-30 |
| Financial Gravity Companies, Inc. | $5.4M | 0 | 2026-06-30 |
| Creative Planning | $5.3M | 1,171 | 2026-06-30 |
| Financial Gravity Asset Management, Inc. | $5M | 1 | 2026-03-31 |
| Es4, LLC | $4.2M | 0 | 2026-06-30 |
| Truist Financial Corp | $3.4M | 0 | 2026-06-30 |
| Robertson Stephens Wealth Management, LLC | $2.8M | 72 | 2026-06-30 |
| Denver Pwm, LLC | $2.6M | 7 | 2026-06-30 |
| Millington Financial Advisors, LLC | $2.5M | 5 | 2026-06-30 |
| Hightower Advisors, LLC | $2.5M | 1,046 | 2026-06-30 |
| Atlas Capital Advisors Inc. | $2.4M | 8 | 2026-06-30 |
| Dogwood Wealth Management LLC | $2.4M | 4 | 2026-06-30 |
| Presilium Private Wealth, LLC | $2.3M | 5 | 2026-06-30 |
| Willis Johnson & Associates, Inc. | $2.3M | 31 | 2026-06-30 |
| Belpointe Asset Management LLC | $2.1M | 170 | 2026-06-30 |
| Fortis Capital Advisors, LLC | $2.1M | 71 | 2026-06-30 |
| Global Financial Private Client, LLC | $2M | 5 | 2026-06-30 |
| Family Legacy, Inc. | $1.9M | 7 | 2026-06-30 |
| Pax Financial Group, LLC | $1.7M | 15 | 2026-06-30 |
| Vontobel Holding Ltd. | $1.7M | 0 | 2026-06-30 |
| Susquehanna International Group, LLP | $1.7M | 0 | 2026-06-30 |
| Security National Bank | $1.6M | 0 | 2026-06-30 |
| Quantinno Capital Management LP | $1.6M | 0 | 2026-06-30 |
| Jacobs Equity LLC | $1.5M | 3 | 2026-06-30 |
| Royal Bank of Canada | $1.5M | 0 | 2026-06-30 |
| Richardson Financial Services | $1.5M | 4 | 2026-06-30 |
| Cwm, LLC | $1.5M | 667 | 2026-03-31 |
| Lvz, Inc. | $1.5M | 16 | 2026-06-30 |
| McCarter Private Wealth Services LLC | $1.4M | 2 | 2026-06-30 |
| Raymond James Financial Inc | $1.4M | 0 | 2026-06-30 |
| Calydon Capital, LLC | $1.2M | 7 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $1.2M | 481 | 2026-06-30 |
| Invested Advisors | $1.1M | 3 | 2026-06-30 |
| Inman Jager Wealth Management, LLC | $1M | 3 | 2026-06-30 |
| Orba Wealth Advisors, LLC | $993.7K | 0 | 2026-06-30 |
| Wellspring Financial Advisors, LLC | $986.4K | 9 | 2026-06-30 |
| Tanager Wealth Management LLP | $948.3K | 13 | 2026-06-30 |
| Northern Trust Corp | $865.6K | 0 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $863.8K | 2,863 | 2026-06-30 |
| Yoffe Investment Management, LLC | $761.5K | 1 | 2026-06-30 |
| Element Wealth, LLC | $759.2K | 13 | 2026-06-30 |
| Selby Wealth Management | $744.4K | 3 | 2026-06-30 |
| Private Advisor Group, LLC | $733.7K | 927 | 2026-06-30 |
| Corient Private Wealth LP | $729.7K | 674 | 2026-06-30 |
| MML Investors Services, LLC | $722.2K | 5,120 | 2026-06-30 |
| Fmr LLC | $694.4K | 0 | 2026-06-30 |
| Ameriprise Financial Inc | $683.1K | 0 | 2026-06-30 |
| Sapient Capital LLC | $681.4K | 37 | 2026-06-30 |
| Brandywine Oak Private Wealth LLC | $672.2K | 10 | 2026-06-30 |
| The Caprock Group, LLC | $650.9K | 51 | 2026-06-30 |
| Williams & Novak, LLC | $636.3K | 5 | 2026-06-30 |
| Balefire, LLC | $633.9K | 37 | 2026-06-30 |
| Concurrent Investment Advisors, LLC | $632.1K | 349 | 2026-06-30 |
| Mercer Global Advisors Inc /adv | $622K | 0 | 2026-06-30 |
| Jones Financial Companies LLLP | $621.6K | 0 | 2026-06-30 |
| Bank Ozk | $611.8K | 0 | 2026-06-30 |
| US Bancorp | $587K | 0 | 2026-06-30 |
| Summitpoint Capital Management | $532.6K | 2 | 2026-06-30 |
| Gateway Wealth Partners, LLC | $502.7K | 101 | 2026-06-30 |
| Mirae Asset Global Investments Co., Ltd. | $500.6K | 0 | 2026-06-30 |
| Rehmann Capital Advisory Group | $498.9K | 42 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $486.9K | 480 | 2026-06-30 |
| Alphastar Capital Management, LLC | $475.9K | 157 | 2026-06-30 |
| Newedge Advisors | $459.5K | 601 | 2026-06-30 |
| Kestra Advisory Services, LLC | $450K | 1,479 | 2026-06-30 |
| Outlook Wealth Advisors, LLC | $444K | 6 | 2026-06-30 |
| Farther Finance Advisors, LLC | $442.3K | 334 | 2026-06-30 |
| Edgemoor Investment Advisors, Inc. | $435K | 6 | 2026-06-30 |
| Arkansas Financial Group, Inc. | $413.3K | 5 | 2026-06-30 |
| Guyasuta Investment Advisors Inc | $400.4K | 11 | 2026-06-30 |
| Sanctuary Advisors, LLC | $396.4K | 401 | 2026-06-30 |
| Spirepoint Private Client, LLC | $392K | 9 | 2026-06-30 |
| Captrust Financial Advisors | $381.2K | 962 | 2026-06-30 |
| Mai Capital Management | $368.5K | 308 | 2026-06-30 |
| Wealthfront Advisers LLC | $355.7K | 40 | 2026-06-30 |
| Walkner Condon Financial Advisors LLC | $351.3K | 15 | 2026-06-30 |
| Pathstone Holdings, LLC | $346.6K | 0 | 2026-06-30 |
| Jane Street Group, LLC | $332.4K | 0 | 2026-06-30 |
| Allworth Financial, LP | $326.6K | 317 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $326.2K | 0 | 2026-06-30 |
| Signal Advisors Wealth, LLC | $320.5K | 45 | 2026-06-30 |
| Southland Equity Partners, Llc. | $320K | 25 | 2026-06-30 |
| Harbour Investments, Inc. | $310K | 247 | 2026-06-30 |
| Savvy Advisors, Inc. | $306.3K | 214 | 2026-06-30 |
| Onedigital Investment Advisors LLC | $303.7K | 386 | 2026-06-30 |
| Mission Wealth Management, LP | $296.3K | 138 | 2026-06-30 |
| Mariner, LLC | $291.2K | 0 | 2026-06-30 |
| Silver Grove Financial Group, Inc. | $276K | 17 | 2026-06-30 |
| Aqr Capital Management LLC | $261.3K | 1 | 2026-06-30 |
| Allie Family Office LLC | $259.5K | 0 | 2026-06-30 |
| Hoxton Planning & Management, LLC | $254.7K | 5 | 2026-06-30 |
| Strategic Wealth Partners, Ltd. | $244.3K | 0 | 2026-06-30 |
| Brian Low Financial Group, LLC | $244.3K | 0 | 2026-06-30 |
| World Investment Advisors | $243.9K | 359 | 2026-06-30 |
| Alaska Wealth Advisors, LLC | $237.6K | 13 | 2026-06-30 |
| Stock Yards Bank & Trust Co | $236.9K | 0 | 2026-06-30 |
| Canandaigua National Bank & Trust Co | $233.8K | 0 | 2026-06-30 |
| Focus Partners Advisor Solutions, LLC | $218.9K | 42 | 2026-06-30 |
| Canandaigua National Corp | $218.4K | 0 | 2026-03-31 |
| Opus Financial Solutions LLC | $210.2K | 2 | 2026-06-30 |
| Channel Wealth, LLC | $201.7K | 9 | 2026-06-30 |
| Balance Wealth | $201.3K | 9 | 2026-06-30 |
| Lowe Wealth Advisors, LLC | $170.7K | 0 | 2025-09-30 |
| O'Shaughnessy Asset Management, LLC | $170.4K | 58 | 2026-06-30 |
| Ameriflex Group, Inc. | $146.2K | 212 | 2026-06-30 |
| Gleason Group, Inc. | $143.5K | 6 | 2026-06-30 |
| Capital Investment Advisory Services, LLC | $132.3K | 103 | 2026-06-30 |
| Cardiff Park Advisors, LLC | $105.8K | 1 | 2026-06-30 |
| Marble Trail Advisors | $101.6K | 4 | 2026-06-30 |
| Arax Advisory Partners | $98.3K | 232 | 2026-06-30 |
| Cva Family Office, LLC | $88.9K | 8 | 2026-06-30 |
| CIBC Private Wealth Group LLC | $80K | 0 | 2025-12-31 |
| Ae Wealth Management LLC | $72K | 471 | 2026-06-30 |
| Lfa - Lugano Financial Advisors SA | $59.2K | 0 | 2026-06-30 |
| Bogart Wealth, LLC | $58.2K | 24 | 2026-06-30 |
| Corecap Advisors, LLC | $51.5K | 118 | 2026-06-30 |
| Lanark Financial, Inc. | $47.1K | 69 | 2026-06-30 |
| Trust Co of Vermont | $40K | 0 | 2026-06-30 |
| Kings Path Partners LLC | $39.5K | 4 | 2026-06-30 |
| International Assets Investment Management, LLC | $33.4K | 122 | 2026-06-30 |
| Rossby Financial, Lcc | $32.4K | 31 | 2026-06-30 |
| Bank of Montreal /can | $31.3K | 0 | 2026-06-30 |
| Fifth Third Bancorp | $29.7K | 0 | 2026-06-30 |
| Waverly Advisors, LLC | $28.6K | 231 | 2026-06-30 |
| Comerica Bank | $27.9K | 0 | 2025-12-31 |
| Smithfield Trust Co | $27.4K | 0 | 2026-06-30 |
| Vanguard Advisers Inc | $25.7K | 2,469 | 2026-06-30 |
| Salem Investment Counselors Inc | $24.7K | 13 | 2026-06-30 |
| Bessemer Group Inc | $20.9K | 0 | 2026-06-30 |
| Global Retirement Partners LLC | $20.2K | 491 | 2026-06-30 |
| Cape Investment Advisory, Inc. | $16.6K | 35 | 2026-06-30 |
| Dunhill Financial, LLC | $15.9K | 12 | 2026-06-30 |
| Promus Capital, LLC | $15.7K | 0 | 2025-09-30 |
| Alphacore Capital LLC | $14.3K | 69 | 2026-06-30 |
| Thrivent Financial for Lutherans | $13.4K | 0 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $12.9K | 0 | 2026-06-30 |
| Continuum Advisory, LLC | $12.6K | 40 | 2026-06-30 |
| Ifg Advisory, LLC | $12.2K | 110 | 2026-06-30 |
| Buck Wealth Strategies, LLC | $10.2K | 50 | 2026-06-30 |
| Ima Advisory Services, Inc. | $10.2K | 48 | 2026-06-30 |
| Glenmede Trust Co NA | $9.8K | 6 | 2026-06-30 |
| Compass Financial Management LLC | $7.8K | 46 | 2026-06-30 |
| Blair William & Co/il | $6.1K | 329 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $5.8K | 21 | 2026-06-30 |
| Signaturefd, LLC | $4.3K | 49 | 2026-06-30 |
| Spire Wealth Management | $4.3K | 3 | 2026-06-30 |
| Abich Financial Wealth Management LLC | $3.5K | 7 | 2025-09-30 |
| Hhm Wealth Advisors, LLC | $3.4K | 12 | 2026-06-30 |
| Fdx Advisors, Inc. | $3.2K | 0 | 2026-06-30 |
| Bankplus Trust Department | $3.1K | 0 | 2026-06-30 |
| Go Invest LLC | $3.1K | 1 | 2026-06-30 |
| UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC | $2.8K | 0 | 2026-06-30 |
| Sunbelt Securities, Inc. | $2.4K | 63 | 2026-03-31 |
| Princeton Global Asset Management LLC | $1.3K | 17 | 2026-06-30 |
| Forum Finance Group S.A. | $1.1K | 1 | 2026-06-30 |
| Chesapeake Asset Management LLC | $1.1K | 3 | 2026-06-30 |
| Delos Wealth Advisors, LLC | $820 | 6 | 2026-06-30 |
| Central Pacific Bank - Trust Division | $737 | 0 | 2026-06-30 |
| Betterment LLC | $688 | 28 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $648 | 3,940 | 2026-03-31 |
| Harel Insurance Investments & Financial Services Ltd. | $448 | 0 | 2026-06-30 |
| Realta Investment Advisors | $328 | 57 | 2026-06-30 |
| Steigerwald, Gordon & Koch Inc. | $164 | 9 | 2026-06-30 |
| Coston, McIsaac & Partners | $41 | 10 | 2026-06-30 |