| Blackrock, Inc. | $26.2B | 0 | 2026-06-30 |
| Alliancebernstein LP | $2.2B | 517 | 2026-06-30 |
| Envestnet Pmc | $1.1B | 60 | 2026-06-30 |
| US Bancorp | $1.1B | 0 | 2026-06-30 |
| Captrust Financial Advisors | $1B | 962 | 2026-06-30 |
| Morgan Stanley | $953.5M | 23,185 | 2026-06-30 |
| Bank of America Corp /de | $772.7M | 0 | 2026-06-30 |
| D.A. Davidson & Co. | $755.3M | 689 | 2026-06-30 |
| Focus Partners Wealth | $666.2M | 1,048 | 2026-06-30 |
| Sequoia Financial Group, LLC | $601M | 258 | 2026-06-30 |
| Pathstone Holdings, LLC | $514.4M | 0 | 2026-06-30 |
| Lpl Financial LLC | $479.5M | 23,458 | 2026-06-30 |
| Mill Creek Capital Advisors, LLC | $464.2M | 0 | 2026-03-31 |
| Adventist Health System Sunbelt Healthcare Corp | $301.7M | 0 | 2026-06-30 |
| Clark Capital Management Group, Inc. | $280.7M | 1 | 2026-06-30 |
| Waldron Private Wealth | $275.9M | 42 | 2026-06-30 |
| UBS Group AG | $239.9M | 0 | 2026-06-30 |
| Mariner, LLC | $233.9M | 0 | 2026-06-30 |
| Royal Bank of Canada | $222.9M | 0 | 2026-06-30 |
| Ameriprise Financial Inc | $208.7M | 0 | 2026-06-30 |
| Fund Evaluation Group, LLC | $203.8M | 2 | 2026-06-30 |
| Davidson Investment Advisors, Inc. | $202.5M | 17 | 2026-06-30 |
| Wells Fargo & Company/mn | $196.8M | 0 | 2026-06-30 |
| Cobblestone Capital Advisors LLC /NY | $184.1M | 0 | 2025-09-30 |
| Hightower Advisors, LLC | $182.2M | 1,046 | 2026-06-30 |
| Cahaba Wealth Management, Inc. | $172.5M | 17 | 2026-06-30 |
| Amg National Trust Bank | $171.8M | 0 | 2026-06-30 |
| Cetera Investment Advisers | $169.1M | 10,370 | 2026-06-30 |
| Gerber Kawasaki Wealth & Investment Management | $160.4M | 39 | 2026-06-30 |
| Hardy Reed LLC | $151.3M | 13 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $149.9M | 2,863 | 2026-06-30 |
| Raymond James Financial Inc | $145.2M | 0 | 2026-06-30 |
| Prime Capital Financial | $134M | 265 | 2026-06-30 |
| Orion Porfolio Solutions, LLC | $123.3M | 199 | 2026-06-30 |
| Allworth Financial, LP | $117.6M | 317 | 2026-06-30 |
| Compass Ion Advisors, LLC | $110M | 17 | 2026-06-30 |
| Osaic Holdings, Inc. | $109.5M | 0 | 2026-06-30 |
| Asset Management Group of Bank of Hawaii | $108.6M | 0 | 2026-06-30 |
| Clearstead; Clearstead Advisory Solutions | $100M | 64 | 2026-06-30 |
| Jones Financial Companies LLLP | $97.1M | 0 | 2026-06-30 |
| Jpmorgan Chase & Co | $93.6M | 0 | 2026-06-30 |
| Alphacore Capital LLC | $91.3M | 69 | 2026-06-30 |
| Capstone Financial Advisors, Inc. | $87M | 18 | 2026-06-30 |
| True Private Wealth Advisors | $82.3M | 11 | 2026-06-30 |
| Alerus Financial NA | $80.7M | 0 | 2026-06-30 |
| Wealthspire Advisors, LLC | $80.4M | 237 | 2026-06-30 |
| Lowe Brockenbrough & Co Inc | $72.6M | 15 | 2026-06-30 |
| Aviso Financial Inc. | $71.1M | 0 | 2026-06-30 |
| Legacy Wealth Management, LLC | $69.5M | 15 | 2026-06-30 |
| Forvis Mazars Wealth Advisors, LLC | $69.5M | 83 | 2026-06-30 |
| Corient Private Wealth LP | $63.6M | 674 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $60.5M | 0 | 2026-06-30 |
| Stifel Financial Corp | $59.6M | 0 | 2026-06-30 |
| Tiller Private Wealth, Inc. | $59.3M | 5 | 2026-06-30 |
| M&T Bank Corp | $58.8M | 0 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $56.7M | 481 | 2026-06-30 |
| Composition Wealth, LLC | $56.5M | 76 | 2026-06-30 |
| MML Investors Services, LLC | $55.1M | 5,120 | 2026-06-30 |
| Adventist Health System/ West | $52.8M | 0 | 2026-06-30 |
| Astoria Strategic Wealth, Inc. | $51.8M | 8 | 2026-06-30 |
| Chesley Taft & Associates LLC | $51.6M | 6 | 2026-06-30 |
| Equitable Trust Co | $50.6M | 0 | 2026-06-30 |
| Factory Mutual Insurance Co | $50M | 0 | 2026-06-30 |
| Waverly Advisors, LLC | $49.5M | 231 | 2026-06-30 |
| Bricktown Capital, LLC | $49.1M | 11 | 2026-06-30 |
| Allen Investment Management, LLC | $45.9M | 6 | 2026-06-30 |
| Johnson Financial Group, Inc. | $44.8M | 0 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $44.2M | 193 | 2026-06-30 |
| Mercer Global Advisors Inc /adv | $42.9M | 0 | 2026-06-30 |
| Standpoint Asset Management, LLC | $42.4M | 0 | 2026-06-30 |
| World Investment Advisors | $40.3M | 359 | 2026-06-30 |
| Swf LLC | $39.4M | 0 | 2026-06-30 |
| Lodestar Private Asset Management LLC | $39.1M | 5 | 2026-06-30 |
| Principal Securities, Inc. | $38.6M | 1,463 | 2026-06-30 |
| Graney & King, LLC | $37.9M | 4 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $36.8M | 0 | 2026-06-30 |
| Savant Wealth Management | $34.5M | 405 | 2026-06-30 |
| Charter Oak Capital Management, LLC | $33.9M | 0 | 2026-03-31 |
| Hub Investment Partners, LLC | $33.2M | 118 | 2026-06-30 |
| Meridian Wealth Partners, LLC | $32.1M | 10 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $31.2M | 480 | 2026-06-30 |
| Stone House Investment Management, LLC | $31M | 19 | 2026-06-30 |
| Mars Jewett Financial Group, Inc. | $30.6M | 7 | 2026-06-30 |
| Wick Capital Partners, LLC | $28.1M | 11 | 2026-06-30 |
| Regatta Capital Group, LLC | $27.6M | 14 | 2026-06-30 |
| Vantage Financial Partners, LLC | $27M | 0 | 2025-12-31 |
| Aptus Capital Advisors, LLC | $26.5M | 21 | 2026-06-30 |
| Cerity Partners LLC | $26.1M | 777 | 2026-06-30 |
| Brookstone Capital Management | $26M | 337 | 2026-06-30 |
| Creative Planning | $25.8M | 1,171 | 2026-06-30 |
| Ullmann Wealth Partners Group, LLC | $25.5M | 8 | 2026-06-30 |
| Alliance Wealth Advisors, LLC /ut | $25.5M | 12 | 2026-06-30 |
| 49 Wealth Management, LLC | $25.3M | 146 | 2026-06-30 |
| Alongside, LLC | $25.3M | 25 | 2026-06-30 |
| Mirae Asset Global Investments Co., Ltd. | $24.7M | 0 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $24.2M | 1,026 | 2026-06-30 |
| Phillips Financial Management, LLC | $22.7M | 15 | 2026-06-30 |
| Magnolia Wealth Management, LLC | $22.4M | 2 | 2026-06-30 |
| Finley Financial, LLC | $21.8M | 1 | 2026-06-30 |
| Patrick Mauro Investment Advisor, Inc. | $21.7M | 3 | 2026-06-30 |
| Advisory Services Network | $21.7M | 253 | 2026-06-30 |
| Montvue Capital Management, Inc. | $21.1M | 4 | 2026-06-30 |
| Private Advisor Group, LLC | $21M | 927 | 2026-06-30 |
| Strategic Point Investment Advisors, LLC | $20.6M | 6 | 2026-06-30 |
| Tide Cove Capital Partners LLC | $19.5M | 2 | 2026-06-30 |
| Bank of Montreal /can | $19.4M | 0 | 2026-06-30 |
| Spectrum Investment Advisors, Inc. | $19.2M | 23 | 2026-06-30 |
| Vestmark Advisory Solutions, Inc. | $18.9M | 8 | 2026-06-30 |
| First Hawaiian Bank | $18.9M | 0 | 2026-06-30 |
| Es4, LLC | $18.6M | 0 | 2026-06-30 |
| St. Louis Trust Co | $18.4M | 0 | 2026-06-30 |
| Dynasty Wealth Management, LLC | $18.1M | 14 | 2026-06-30 |
| McKinley Carter Wealth Services, Inc. | $18.1M | 25 | 2026-06-30 |
| Ep Wealth Advisors, LLC | $18M | 338 | 2026-06-30 |
| Baker Ellis Asset Management LLC | $17.8M | 5 | 2026-06-30 |
| Cadinha & Co LLC | $17.6M | 8 | 2026-06-30 |
| Spinnaker Trust | $17.6M | 0 | 2026-06-30 |
| White Lighthouse Investment Management Inc. | $17.5M | 6 | 2026-06-30 |
| Global Retirement Partners LLC | $17.4M | 491 | 2026-06-30 |
| Hb Wealth Management, LLC | $17M | 169 | 2026-06-30 |
| Choreo, LLC | $17M | 148 | 2026-06-30 |
| Angeles Wealth Management, LLC | $17M | 9 | 2026-06-30 |
| Assuredpartners Investment Advisors | $16.8M | 29 | 2026-06-30 |
| Pension & Wealth Management Advisors, Inc. | $16.5M | 7 | 2026-06-30 |
| Fmr LLC | $16.5M | 0 | 2026-06-30 |
| J. R. Prunier Capital Management LLC | $16.4M | 0 | 2026-03-31 |
| Goldstein Advisors, LLC | $16M | 12 | 2026-06-30 |
| Kastel Capital Advisors, LLC | $15.9M | 3 | 2026-06-30 |
| Goldman Sachs Group Inc | $15.9M | 0 | 2026-06-30 |
| Trinity Wealth Management, LLC | $15.9M | 4 | 2026-06-30 |
| Rockefeller Capital Management LP | $15.6M | 346 | 2026-06-30 |
| TD Capital Management LLC | $14.8M | 8 | 2026-06-30 |
| Gotham Asset Management, LLC | $14.7M | 5 | 2026-06-30 |
| Financial Designs Corp | $14.6M | 3 | 2026-06-30 |
| Assetmark, Inc | $14.6M | 220 | 2026-06-30 |
| Verus Financial Partners, Inc. | $14.1M | 12 | 2026-06-30 |
| Wealthcollab, LLC | $13.7M | 1 | 2026-06-30 |
| Baron Silver Stevens Financial Advisors, LLC | $13.6M | 8 | 2026-06-30 |
| Cliftonlarsonallen Wealth Advisors, LLC | $13.5M | 99 | 2026-06-30 |
| Wealthcare Advisory Partners LLC | $13.4M | 170 | 2026-06-30 |
| Keybank National Association/oh | $13.2M | 0 | 2026-06-30 |
| Greenwood Capital Associates LLC | $13.1M | 16 | 2026-06-30 |
| Brasada Capital Management, LP | $13.1M | 8 | 2026-06-30 |
| Eldridge Investment Advisors Inc | $13M | 8 | 2026-06-30 |
| Forte Asset Management, LLC | $13M | 2 | 2026-06-30 |
| Traveka Wealth, LLC | $12.9M | 3 | 2026-06-30 |
| Money Concepts Capital Corp | $12.9M | 389 | 2026-06-30 |
| Howland Capital Management LLC | $12.6M | 11 | 2026-06-30 |
| Sykon Capital LLC | $12.6M | 5 | 2026-06-30 |
| Skyline Advisors, Inc. | $12.6M | 7 | 2026-06-30 |
| Carl P. Sherr & Co., LLC | $12.2M | 3 | 2026-06-30 |
| Cherrydale Wealth Management, LLC | $11.9M | 1 | 2026-06-30 |
| Kestra Advisory Services, LLC | $11.7M | 1,479 | 2026-06-30 |
| United Capital Financial Advisors, LLC | $11.6M | 166 | 2026-06-30 |
| Equitable Holdings, Inc. | $11.6M | 0 | 2026-06-30 |
| Flagship Harbor Advisors, LLC | $11.1M | 60 | 2026-06-30 |
| Mcf Advisors LLC | $11.1M | 33 | 2026-06-30 |
| Citigroup Inc | $11M | 0 | 2026-06-30 |
| Scotia Capital Inc. | $10.8M | 0 | 2026-06-30 |
| Coldstream Capital Management Inc | $10.8M | 136 | 2026-06-30 |
| Forum Private Client Group LLC | $10.7M | 7 | 2026-06-30 |
| Riggs Asset Managment Co. Inc. | $10.6M | 8 | 2026-06-30 |
| Baird Financial Group, Inc. | $10.5M | 0 | 2026-06-30 |
| Accredited Wealth Management, LLC | $9.9M | 0 | 2025-09-30 |
| The Ascent Group, LLC | $9.9M | 20 | 2026-06-30 |
| Summit Financial, LLC | $9.7M | 229 | 2026-06-30 |
| Madison Wealth Partners, Inc | $9.6M | 41 | 2026-06-30 |
| Dv Equities, LLC | $9.5M | 0 | 2026-06-30 |
| Atria Investments, Inc | $9.5M | 6 | 2026-06-30 |
| Winthrop Partners - Wny, LLC | $9.4M | 4 | 2026-06-30 |
| Advisors Capital Management, LLC | $9.4M | 59 | 2026-06-30 |
| Modern Wealth Management, LLC | $9.2M | 161 | 2026-06-30 |
| Newton One Investments LLC | $9.1M | 3 | 2026-06-30 |
| Catalyst Private Wealth, LLC | $9M | 5 | 2026-06-30 |
| Winthrop Advisory Group LLC | $8.9M | 28 | 2026-06-30 |
| Swmg, LLC | $8.9M | 8 | 2026-06-30 |
| Farther Finance Advisors, LLC | $8.9M | 334 | 2026-06-30 |
| Bank of New York Mellon Corp | $8.8M | 0 | 2026-06-30 |
| Oppenheimer & Co. Inc. | $8.7M | 1,166 | 2026-06-30 |
| Cwm, LLC | $8.7M | 667 | 2026-03-31 |
| Diversify Advisory Services, LLC | $8.7M | 116 | 2026-06-30 |
| Diversify Wealth Management, LLC | $8.7M | 78 | 2026-06-30 |
| Savvy Advisors, Inc. | $8.7M | 214 | 2026-06-30 |
| Physician Wealth Advisors, Inc. | $8.6M | 9 | 2026-06-30 |
| Vaquero Private Wealth, Ltd | $8.6M | 6 | 2026-06-30 |
| Fc Advisory LLC | $8.5M | 5 | 2026-06-30 |
| James J. Burns & Company, LLC | $8.4M | 6 | 2026-06-30 |
| Weatherly Asset Management L. P. | $8.2M | 10 | 2026-06-30 |
| Fairvoy Private Wealth, LLC | $8.2M | 6 | 2026-06-30 |
| Hill Island Financial LLC | $8.1M | 8 | 2026-06-30 |
| Manning & Napier Advisors LLC | $8.1M | 42 | 2026-06-30 |
| Beacon Pointe Advisors, LLC | $8M | 466 | 2026-06-30 |
| Quantinno Capital Management LP | $7.9M | 0 | 2026-06-30 |
| Hubbell Strickland Wealth Management, LLC | $7.9M | 3 | 2026-06-30 |
| Investment Advisory Services Group LLC | $7.8M | 9 | 2026-06-30 |
| Gateway Wealth Partners, LLC | $7.7M | 101 | 2026-06-30 |
| Zhang Financial LLC | $7.7M | 20 | 2026-06-30 |
| Pitcairn Wealth Advisors LLC | $7.6M | 40 | 2026-06-30 |
| First Command Advisory Services | $7.6M | 1,012 | 2026-06-30 |
| Wesbanco Investment Department | $7.5M | 1 | 2026-06-30 |
| Nwam LLC | $7.5M | 62 | 2026-06-30 |
| Onedigital Investment Advisors LLC | $7.5M | 386 | 2026-06-30 |
| Abundance Wealth Counselors, LLC | $7.4M | 12 | 2026-06-30 |
| Gallagher Fiduciary Advisors, LLC | $7.4M | 126 | 2026-06-30 |
| Cfo4life Group, LLC | $7.4M | 0 | 2026-06-30 |
| Gleason Group, Inc. | $7.4M | 6 | 2026-06-30 |
| Strategic Blueprint, LLC | $7.2M | 55 | 2026-06-30 |
| Great Valley Advisor Group, LLC | $7.1M | 205 | 2026-06-30 |
| Allianz Asset Management GMBH | $7.1M | 0 | 2026-06-30 |
| Family Manage LLC | $7M | 10 | 2026-06-30 |
| Focus Partners Advisor Solutions, LLC | $7M | 42 | 2026-06-30 |
| Alpha Financial Partners LLC | $6.9M | 6 | 2026-06-30 |
| Crescent Grove Advisors, LLC | $6.9M | 21 | 2026-06-30 |
| Benjamin Edwards Inc | $6.8M | 0 | 2026-06-30 |
| Guidedmoney, LLC | $6.8M | 2 | 2026-06-30 |
| Lunt Capital Management, Inc. | $6.7M | 3 | 2026-06-30 |
| Commerce Bank | $6.7M | 0 | 2026-06-30 |
| Nyl Investors LLC | $6.7M | 0 | 2026-06-30 |
| Kfa Private Wealth Group, LLC | $6.4M | 11 | 2026-06-30 |
| Mesirow Financial Investment Management, Inc. | $6.4M | 92 | 2026-06-30 |
| Comerica Bank | $6.4M | 0 | 2025-12-31 |
| Fifth Third Bancorp | $6.3M | 0 | 2026-06-30 |
| Johnson Investment Counsel Inc | $6.3M | 65 | 2026-06-30 |
| Soltis Investment Advisors LLC | $6.2M | 78 | 2026-06-30 |
| Signaturefd, LLC | $6.2M | 49 | 2026-06-30 |
| Brown Advisory Inc | $6.1M | 0 | 2026-06-30 |
| Wbh Advisory Inc | $6.1M | 11 | 2026-06-30 |
| Blair William & Co/il | $6.1M | 329 | 2026-06-30 |
| Manuka Financial | $6.1M | 2 | 2026-06-30 |
| Ellis Investment Partners, LLC | $6.1M | 18 | 2026-06-30 |
| Mission Wealth Management, LP | $5.9M | 138 | 2026-06-30 |
| Davidson Trust Co | $5.8M | 0 | 2026-06-30 |
| Townsend Financial Planning, LLC | $5.7M | 3 | 2026-06-30 |
| Patriot Financial Group Insurance Agency, LLC | $5.7M | 35 | 2026-06-30 |
| Creativeone Wealth, LLC | $5.7M | 221 | 2026-06-30 |
| Firestone Capital Management | $5.7M | 6 | 2026-06-30 |
| Catalyst Investment Management LLC | $5.6M | 2 | 2026-06-30 |
| Windward Private Wealth Management Inc. | $5.6M | 5 | 2026-06-30 |
| Newedge Advisors | $5.5M | 601 | 2026-06-30 |
| Geowealth Management, LLC | $5.5M | 0 | 2026-06-30 |
| Tcv Trust & Wealth Management, Inc. | $5.4M | 0 | 2026-06-30 |
| Envestnet Portfolio Solutions, Inc. | $5.4M | 3 | 2026-06-30 |
| Ae Wealth Management LLC | $5.4M | 471 | 2026-06-30 |
| Atlas Legacy Advisors, LLC | $5.3M | 4 | 2026-06-30 |
| Chicago Oakbrook Financial Group | $5.3M | 10 | 2026-06-30 |
| Gryphon Financial Partners LLC | $5.3M | 16 | 2026-06-30 |
| Ethos Financial Group, LLC | $5.3M | 0 | 2026-06-30 |
| Wealthspire Retirement, LLC | $5.2M | 146 | 2026-06-30 |
| Blueprint Investment Partners LLC | $5.2M | 5 | 2026-06-30 |
| Lineweaver Wealth Advisors, LLC | $5.2M | 9 | 2026-06-30 |