| Abacus Wealth Partners, LLC | $67.4M | 50 | 2026-06-30 |
| Morgan Stanley | $12.2M | 23,185 | 2026-06-30 |
| Cerity Partners LLC | $6.1M | 777 | 2026-06-30 |
| Ballentine Partners, LLC | $5.7M | 90 | 2026-06-30 |
| Gts Securities LLC | $4.4M | 0 | 2026-06-30 |
| Envestnet Portfolio Solutions, Inc. | $3.9M | 3 | 2026-06-30 |
| First Affirmative Financial Network | $3.6M | 13 | 2026-03-31 |
| Cambridge Associates LLC /ma/ /adv | $3.4M | 0 | 2026-06-30 |
| Westfuller Advisors, LLC | $3.4M | 8 | 2026-06-30 |
| Tfc Financial Management, Inc. | $3M | 12 | 2026-06-30 |
| Garrison Point Advisors, LLC | $2.8M | 5 | 2026-06-30 |
| Jane Street Group, LLC | $2.2M | 0 | 2026-06-30 |
| Cullen/frost Bankers, Inc. | $2.1M | 0 | 2026-06-30 |
| Hightower Advisors, LLC | $1.9M | 1,046 | 2026-06-30 |
| Creative Planning | $1.9M | 1,171 | 2026-06-30 |
| Journey Strategic Wealth LLC | $1.9M | 0 | 2026-03-31 |
| Brighton Jones LLC | $1.7M | 159 | 2026-06-30 |
| Atria Investments, Inc | $1.6M | 6 | 2026-06-30 |
| Pfg Investments, LLC | $1.5M | 0 | 2026-06-30 |
| Ima Advisory Services, Inc. | $1.4M | 48 | 2026-06-30 |
| First Pacific Financial, Inc. | $1.3M | 19 | 2026-06-30 |
| North Berkeley Wealth Management, LLC | $1.3M | 12 | 2026-06-30 |
| Ellevest, Inc. | $1.1M | 13 | 2026-06-30 |
| Osaic Holdings, Inc. | $893.9K | 0 | 2026-06-30 |
| Pathstone Holdings, LLC | $823.4K | 0 | 2026-06-30 |
| Parkside Investments, LLC | $654.2K | 5 | 2026-06-30 |
| Goldman Sachs Group Inc | $565K | 0 | 2026-06-30 |
| First Western Trust Bank | $554.2K | 0 | 2026-06-30 |
| Cerity Partners Retirement Plan Consultants | $554.2K | 89 | 2026-06-30 |
| Nia Impact Advisors, LLC | $543.7K | 3 | 2026-06-30 |
| Farther Finance Advisors, LLC | $406.7K | 334 | 2026-06-30 |
| Perigon Wealth Management, LLC | $317.3K | 92 | 2026-06-30 |
| Naviter Wealth, LLC | $311K | 16 | 2026-06-30 |
| Indiana Trust & Investment Management Co | $297.4K | 0 | 2026-06-30 |
| Citadel Advisors LLC | $294.3K | 0 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $207K | 2,863 | 2026-06-30 |
| Smartleaf Asset Management LLC | $150.1K | 9 | 2026-06-30 |
| Cwm, LLC | $138.1K | 667 | 2026-03-31 |
| Parallel Advisors, LLC | $47.3K | 75 | 2026-06-30 |
| Jpmorgan Chase & Co | $39.2K | 0 | 2026-06-30 |
| Financial Avengers, Inc. | $35.7K | 1 | 2026-06-30 |
| Assetmark, Inc | $25.2K | 220 | 2026-06-30 |
| Franklin Resources Inc | $22.9K | 0 | 2026-06-30 |
| Natural Investments | $13.1K | 23 | 2026-06-30 |
| Millstone Evans Group, LLC | $7.9K | 7 | 2026-06-30 |
| Clean Yield Asset Management | $7.7K | 6 | 2026-06-30 |
| Royal Bank of Canada | $6K | 0 | 2026-06-30 |
| Kennebec Savings Bank | $2.4K | 0 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $523 | 3,940 | 2026-03-31 |
| Janney Montgomery Scott LLC | $475 | 1,342 | 2026-06-30 |
| Betterment LLC | $416 | 28 | 2026-06-30 |
| Colorado Capital Management, Inc. | $233 | 10 | 2026-06-30 |
| Whittier Trust Co of Nevada Inc | $225 | 0 | 2026-06-30 |
| Verus Advisory, Inc. | $1 | 0 | 2026-03-31 |