| Jpmorgan Chase & Co | $3.2B | 0 | 2026-06-30 |
| Assetmark, Inc | $1B | 220 | 2026-06-30 |
| Morgan Stanley | $933.1M | 23,185 | 2026-06-30 |
| Wells Fargo & Company/mn | $511.6M | 0 | 2026-06-30 |
| Lpl Financial LLC | $499.5M | 23,458 | 2026-06-30 |
| UBS Group AG | $338.4M | 0 | 2026-06-30 |
| Bank of America Corp /de | $232.7M | 0 | 2026-06-30 |
| Cwm, LLC | $161.3M | 667 | 2026-03-31 |
| Focus Partners Wealth | $137.8M | 1,048 | 2026-06-30 |
| Royal Bank of Canada | $121.2M | 0 | 2026-06-30 |
| Ae Wealth Management LLC | $115.1M | 471 | 2026-06-30 |
| Allianz Asset Management GMBH | $109.4M | 0 | 2026-06-30 |
| Envestnet Pmc | $104.2M | 60 | 2026-06-30 |
| Bramshill Investments, LLC | $101.3M | 0 | 2026-06-30 |
| Raymond James Financial Inc | $89.4M | 0 | 2026-06-30 |
| Stifel Financial Corp | $86.6M | 0 | 2026-06-30 |
| Keybank National Association/oh | $80.7M | 0 | 2026-06-30 |
| Krilogy | $79M | 64 | 2026-06-30 |
| Newedge Advisors | $78.2M | 601 | 2026-06-30 |
| Mariner, LLC | $74.1M | 0 | 2026-06-30 |
| Proficio Capital Partners LLC | $72.9M | 2 | 2026-06-30 |
| Osaic Holdings, Inc. | $66.4M | 0 | 2026-06-30 |
| Jfg Wealth Management, LLC | $62.1M | 0 | 2025-09-30 |
| Private Advisor Group, LLC | $60.5M | 927 | 2026-06-30 |
| Hightower Advisors, LLC | $59.2M | 1,046 | 2026-06-30 |
| Advisor Os, LLC | $57M | 2 | 2026-06-30 |
| Mjp Associates Inc /adv | $56.6M | 12 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $55.2M | 2,863 | 2026-06-30 |
| Atria Investments, Inc | $49.2M | 6 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $48.9M | 0 | 2026-06-30 |
| Truist Financial Corp | $46.6M | 0 | 2026-06-30 |
| Modern Wealth Management, LLC | $46M | 161 | 2026-06-30 |
| Gainplan LLC | $45.5M | 7 | 2026-06-30 |
| MML Investors Services, LLC | $44.4M | 5,120 | 2026-06-30 |
| Northwestern Mutual Investment Management Company, LLC | $39.6M | 0 | 2026-06-30 |
| Family Manage LLC | $39.2M | 10 | 2026-06-30 |
| Mutual Advisors, LLC | $38.5M | 153 | 2026-06-30 |
| Destination Wealth Management | $35.6M | 37 | 2026-06-30 |
| Waverly Advisors, LLC | $35.4M | 231 | 2026-06-30 |
| Retirement Income Solutions, Inc | $34.9M | 16 | 2026-06-30 |
| Creative Planning | $33.6M | 1,171 | 2026-06-30 |
| Cetera Investment Advisers | $32.1M | 10,370 | 2026-06-30 |
| Merit Financial Group, LLC | $30.5M | 295 | 2026-06-30 |
| Mason Investment Advisory Services, Inc. | $27.8M | 31 | 2026-06-30 |
| Hb Wealth Management, LLC | $27.1M | 169 | 2026-06-30 |
| Wealthplan Investment Management, LLC | $26.3M | 29 | 2026-06-30 |
| TD Capital Management LLC | $25.7M | 8 | 2026-06-30 |
| Waterway Wealth Management, LLC | $25M | 6 | 2026-06-30 |
| Citigroup Inc | $23.4M | 0 | 2026-06-30 |
| Harbour Investments, Inc. | $22.5M | 247 | 2026-06-30 |
| Phil A. Younker & Associates, Ltd. | $22.3M | 2 | 2026-06-30 |
| Roehl & Yi Investment Advisors, LLC | $22.2M | 10 | 2026-06-30 |
| Compound Planning, Inc. | $21.6M | 75 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $21.4M | 0 | 2026-06-30 |
| Captrust Financial Advisors | $21.3M | 962 | 2026-06-30 |
| Keen Wealth Advisors | $21.1M | 22 | 2026-06-30 |
| Arax Advisory Partners | $20.3M | 232 | 2026-06-30 |
| Cornerstone Wealth Management, LLC | $20M | 0 | 2026-06-30 |
| Providence First Trust Co | $19M | 0 | 2026-06-30 |
| Visionary Wealth Advisors | $18.4M | 46 | 2026-06-30 |
| Arkadios Wealth Advisors | $18.1M | 226 | 2026-06-30 |
| Novem Group | $17.8M | 32 | 2026-06-30 |
| Jones Financial Companies LLLP | $17.2M | 0 | 2026-06-30 |
| Williams Financial, LLC | $17M | 4 | 2026-06-30 |
| Brick & Kyle Associates Inc | $16.9M | 5 | 2026-06-30 |
| Clearstead; Clearstead Advisory Solutions | $16.7M | 64 | 2026-06-30 |
| First Heartland Consultants, Inc. | $16.5M | 99 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $16.4M | 1,026 | 2026-06-30 |
| Addison Capital Co | $16.1M | 3 | 2026-06-30 |
| Mission Hills Financial Advisory, LLC | $15.9M | 3 | 2026-06-30 |
| Bnp Paribas Financial Markets | $15.6M | 0 | 2026-06-30 |
| Brookstone Capital Management | $15.3M | 337 | 2026-06-30 |
| Ameritas Advisory Services, LLC | $15.3M | 550 | 2026-06-30 |
| Roof Eidam Maycock Peralta, LLC | $15.1M | 5 | 2026-06-30 |
| Cottage Street Advisors | $14.8M | 2 | 2026-06-30 |
| United Capital Financial Advisors, LLC | $14.5M | 166 | 2026-06-30 |
| Beacon Pointe Advisors, LLC | $14.5M | 466 | 2026-06-30 |
| Stratos Wealth Partners, Ltd. | $14.3M | 386 | 2026-06-30 |
| Onedigital Investment Advisors LLC | $14.1M | 386 | 2026-06-30 |
| Kestra Advisory Services, LLC | $14.1M | 1,479 | 2026-06-30 |
| Cerity Partners LLC | $13.9M | 777 | 2026-06-30 |
| Naples Global Advisors, LLC | $13.8M | 16 | 2026-06-30 |
| Comerica Bank | $13.5M | 0 | 2025-12-31 |
| Delta Investment Management, LLC | $13.5M | 26 | 2026-06-30 |
| Minichmacgregor Wealth Management, LLC | $13.5M | 8 | 2026-06-30 |
| Brown Advisory Inc | $13.3M | 0 | 2026-06-30 |
| Rockefeller Capital Management LP | $13.2M | 346 | 2026-06-30 |
| Fifth Third Bancorp | $13.2M | 0 | 2026-06-30 |
| Stokes Capital Advisors, LLC | $13M | 1 | 2026-06-30 |
| Essex Financial Services, Inc. | $12.9M | 33 | 2026-06-30 |
| Cachetech Inc. | $12.5M | 3 | 2026-06-30 |
| Atlantic Edge Private Wealth Management, LLC | $12.3M | 4 | 2026-06-30 |
| Capital Investment Advisory Services, LLC | $12.3M | 103 | 2026-06-30 |
| CIBC Private Wealth Group LLC | $12.1M | 0 | 2025-12-31 |
| Vance Wealth | $12.1M | 13 | 2026-06-30 |
| Mgo One Seven LLC | $12M | 118 | 2026-06-30 |
| Flputnam Investment Management Co | $12M | 78 | 2026-06-30 |
| Buck Wealth Strategies, LLC | $11.8M | 50 | 2026-06-30 |
| Cahill Financial Advisors, Inc. | $11.5M | 12 | 2026-06-30 |
| Edelman Financial Engines | $11.4M | 722 | 2026-06-30 |
| Arcadia Investment Management Corp/mi | $11.4M | 0 | 2026-03-31 |
| National Bank of Canada /fi | $11M | 0 | 2026-06-30 |
| Apexium Financial, LP | $10.9M | 0 | 2025-09-30 |
| Steward Partners Investment Advisory, LLC | $10.8M | 481 | 2026-06-30 |
| Evergreen Capital Management LLC | $10.8M | 28 | 2026-06-30 |
| Resolute Wealth Strategies, LLC | $10.8M | 6 | 2026-06-30 |
| Monon Wealth Management | $10.8M | 7 | 2026-06-30 |
| Navpoint Financial, Inc. | $10.7M | 3 | 2026-06-30 |
| Aviance Capital Partners, LLC | $10.7M | 6 | 2026-06-30 |
| Afg Fiduciary Services | $10.1M | 3 | 2026-06-30 |
| Pinnacle Financial Group, LLC / Il | $10M | 4 | 2026-06-30 |
| Dynamic | $9.9M | 75 | 2026-06-30 |
| Mercer Global Advisors Inc /adv | $9.7M | 0 | 2026-06-30 |
| Alexis Investment Partners, LLC | $9.7M | 0 | 2026-06-30 |
| Vestgen Advisors, LLC | $9.7M | 58 | 2026-06-30 |
| Koenig Investment Advisory, LLC | $9.6M | 3 | 2026-06-30 |
| Aprio Wealth Management, LLC | $9.2M | 36 | 2026-06-30 |
| Palumbo Wealth Management LLC | $9.2M | 5 | 2026-06-30 |
| Mai Capital Management | $9.1M | 308 | 2026-06-30 |
| Center for Asset Management, LLC | $9M | 2 | 2026-06-30 |
| Ifp Advisors, Inc | $8.9M | 318 | 2026-06-30 |
| Pmg Wealth Management | $8.9M | 4 | 2026-06-30 |
| Ausdal Financial Partners, Inc. | $8.7M | 189 | 2026-06-30 |
| Equitable Holdings, Inc. | $8.4M | 0 | 2026-06-30 |
| Gladstone Institutional Advisory LLC | $8.3M | 108 | 2026-06-30 |
| Yhb Investment Advisors, Inc. | $8.3M | 18 | 2026-06-30 |
| Lowe Wealth Advisors, LLC | $8.3M | 0 | 2025-09-30 |
| Westhill Financial Advisors, Inc. | $8.3M | 6 | 2026-06-30 |
| Sittner & Nelson, LLC | $8.2M | 4 | 2026-06-30 |
| Howland Capital Management LLC | $8.1M | 11 | 2026-06-30 |
| Moneco Advisors, LLC | $8M | 50 | 2026-06-30 |
| Independent Solutions Wealth Management, LLC | $7.9M | 30 | 2026-06-30 |
| Mission Financial Group, LLC | $7.9M | 6 | 2026-06-30 |
| Gries Financial LLC | $7.8M | 0 | 2025-09-30 |
| Heirloom Wealth Management LLC | $7.8M | 19 | 2026-06-30 |
| Bamboo Wealth Strategies | $7.7M | 5 | 2026-06-30 |
| Wbh Advisory Inc | $7.5M | 11 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $7.2M | 193 | 2026-06-30 |
| Gatepass Capital, LLC | $7.1M | 3 | 2026-06-30 |
| Trek Financial, LLC | $7.1M | 63 | 2026-06-30 |
| CIBC World Market Inc. | $7M | 0 | 2026-06-30 |
| Migdal Insurance & Financial Holdings Ltd. | $7M | 0 | 2026-06-30 |
| Maimon Wealth Management Ltd. | $7M | 0 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $6.9M | 480 | 2026-06-30 |
| Sanctuary Advisors, LLC | $6.8M | 401 | 2026-06-30 |
| Planned Solutions, Inc. | $6.8M | 8 | 2026-06-30 |
| Independent Financial Group, LLC | $6.8M | 481 | 2026-06-30 |
| Beacon Investment Advisory Services, Inc. | $6.8M | 31 | 2026-06-30 |
| Oceanside Advisors LLC | $6.7M | 4 | 2026-06-30 |
| Alexander Labrunerie & Co., Inc. | $6.6M | 5 | 2026-06-30 |
| Scotia Capital Inc. | $6.6M | 0 | 2026-06-30 |
| Hub Investment Partners, LLC | $6.5M | 118 | 2026-06-30 |
| Integrity Alliance, Llc. | $6.5M | 353 | 2026-06-30 |
| Farther Finance Advisors, LLC | $6.4M | 334 | 2026-06-30 |
| Channel Wealth, LLC | $6.4M | 9 | 2026-06-30 |
| Flagship Private Wealth, LLC | $6.4M | 4 | 2026-06-30 |
| Procyon | $6.4M | 53 | 2026-06-30 |
| Stephens Inc /ar | $6.3M | 243 | 2026-06-30 |
| Wcg Wealth Advisors LLC | $6.3M | 130 | 2026-06-30 |
| CIBC Bancorp USA Inc. | $6.3M | 0 | 2026-06-30 |
| Private Family Wealth Advisors | $6.3M | 2 | 2026-06-30 |
| Main Street Financial Solutions, LLC | $6.2M | 41 | 2026-06-30 |
| Sigma Planning Corp | $6.2M | 474 | 2026-06-30 |
| &partners | $6.1M | 555 | 2026-06-30 |
| Sentinel Pension Advisors, LLC | $6.1M | 51 | 2026-06-30 |
| Financial Advocates Investment Management | $6M | 0 | 2025-09-30 |
| Bhk Investment Advisors, LLC | $6M | 5 | 2026-06-30 |
| Hardworking Capital Advisors, LLC | $5.9M | 2 | 2026-06-30 |
| Halbert Hargrove Global Advisors, LLC | $5.9M | 43 | 2026-06-30 |
| Concurrent Investment Advisors, LLC | $5.8M | 349 | 2026-06-30 |
| Capital Advisors Wealth Management, LLC | $5.8M | 6 | 2026-06-30 |
| Uncommon Cents Investing LLC | $5.8M | 4 | 2026-06-30 |
| Robertson Stephens Wealth Management, LLC | $5.8M | 72 | 2026-06-30 |
| Kathmere Capital Management, LLC | $5.7M | 17 | 2026-06-30 |
| Smith Thornton Advisors LLC | $5.6M | 7 | 2026-06-30 |
| Stone Wealth Partners LLC | $5.6M | 7 | 2026-06-30 |
| Gateway Wealth Partners, LLC | $5.6M | 101 | 2026-06-30 |
| Aegis Wealth Management, Inc. | $5.5M | 25 | 2026-06-30 |
| Hershey Financial Advisers, LLC | $5.5M | 3 | 2026-06-30 |
| Johnson Financial Group, LLC | $5.5M | 35 | 2026-06-30 |
| Whittier Trust Co | $5.3M | 0 | 2026-06-30 |
| Tfr Capital, Llc. | $5.3M | 5 | 2026-06-30 |
| Capital Management Associates, Inc | $5.3M | 14 | 2026-06-30 |
| Joel Adams and Associates Inc. | $5.3M | 3 | 2026-06-30 |
| Strategic Investment Advisors / Mi | $5.3M | 0 | 2026-06-30 |
| Global Retirement Partners LLC | $5.2M | 491 | 2026-06-30 |
| Bank of Montreal /can | $5.2M | 0 | 2026-06-30 |
| Jmac Enterprises LLC | $5.2M | 3 | 2026-06-30 |
| World Investment Advisors | $5.1M | 359 | 2026-06-30 |
| Advocacy Wealth Management, LLC | $5.1M | 30 | 2026-06-30 |
| Baird Financial Group, Inc. | $5M | 0 | 2026-06-30 |
| Vima LLC | $5M | 12 | 2026-06-30 |
| Jacobi Capital Management LLC | $4.9M | 32 | 2026-06-30 |
| Oxinas Partners Wealth Management | $4.9M | 7 | 2026-06-30 |
| Curi Capital, LLC | $4.9M | 94 | 2026-06-30 |
| The Advocate Group, LLC | $4.9M | 9 | 2026-06-30 |
| Wincap Financial LLC | $4.8M | 7 | 2026-06-30 |
| Goodman Advisory Group, LLC | $4.8M | 6 | 2026-06-30 |
| City Center Advisors, LLC | $4.8M | 7 | 2026-06-30 |
| Milestone Asset Management, LLC | $4.8M | 11 | 2026-06-30 |
| Values First Advisors, Inc. | $4.7M | 7 | 2026-06-30 |
| Friedenthal Financial, LLC | $4.7M | 4 | 2026-06-30 |
| Cim, LLC | $4.7M | 3 | 2026-06-30 |
| Leavell Investment Management, Inc. | $4.7M | 25 | 2026-06-30 |
| Flaharty Asset Management, LLC | $4.6M | 10 | 2026-06-30 |
| Cornerstone Financial Group, LLC /ne | $4.6M | 5 | 2026-06-30 |
| Barnes Wealth Management Group | $4.5M | 7 | 2026-06-30 |
| Pinnacle Associates, Ltd. | $4.4M | 33 | 2026-06-30 |
| Mullaney, Keating & Wright, Inc. | $4.4M | 3 | 2026-06-30 |
| Geowealth Management, LLC | $4.4M | 0 | 2026-06-30 |
| Cary Street Partners Financial LLC | $4.4M | 0 | 2026-06-30 |
| Stonex Group Inc. | $4.4M | 0 | 2026-06-30 |
| Sfg Wealth Management, Llc. | $4.3M | 9 | 2026-06-30 |
| Able Financial Group, LLC | $4.2M | 9 | 2026-06-30 |
| Klaas Financial Asset Advisors, LLC | $4.2M | 14 | 2026-06-30 |
| Westside Investment Management, LLC | $4.2M | 7 | 2026-06-30 |
| Rfg Advisory, LLC | $4.1M | 191 | 2026-06-30 |
| Creativeone Wealth, LLC | $4.1M | 221 | 2026-06-30 |
| Citadel Advisors LLC | $4.1M | 0 | 2026-06-30 |
| Sequoia Financial Group, LLC | $4M | 258 | 2026-06-30 |
| Nest Investments, LLC | $4M | 11 | 2026-06-30 |
| Sachetta, LLC | $4M | 0 | 2026-06-30 |
| Camelot Portfolios, LLC | $4M | 3 | 2026-06-30 |
| Skyoak Wealth, LLC | $3.9M | 5 | 2026-06-30 |
| TD Waterhouse Canada Inc. | $3.8M | 0 | 2026-06-30 |
| First Trust Advisors LP | $3.8M | 607 | 2026-06-30 |
| Parsons Capital Management Inc/ri | $3.8M | 14 | 2026-06-30 |
| Fsm Wealth Advisors, LLC | $3.8M | 16 | 2026-06-30 |
| Savvy Advisors, Inc. | $3.8M | 214 | 2026-06-30 |
| Bip Wealth, LLC | $3.7M | 62 | 2026-06-30 |
| Aim Capital | $3.7M | 2 | 2026-06-30 |
| Choreo, LLC | $3.7M | 148 | 2026-06-30 |
| Essential Planning, Llc. | $3.6M | 3 | 2026-06-30 |
| McKinley Carter Wealth Services, Inc. | $3.5M | 25 | 2026-06-30 |
| Muirfield Wealth Advisors LLC | $3.5M | 2 | 2026-06-30 |
| Northcoast Asset Management LLC | $3.5M | 31 | 2026-06-30 |
| Stonebridge Financial Planning Group, LLC | $3.5M | 5 | 2026-06-30 |
| Surience Private Wealth LLC | $3.5M | 2 | 2026-06-30 |
| Mattern Wealth Management LLC | $3.5M | 4 | 2026-06-30 |
| Advisory Services Network | $3.5M | 253 | 2026-06-30 |
| Montag | $3.4M | 9 | 2026-06-30 |
| Apollon Wealth Management, LLC | $3.3M | 151 | 2026-06-30 |
| Axxcess Wealth Management, LLC | $3.2M | 38 | 2026-06-30 |
| Corient Private Wealth LP | $3.2M | 674 | 2026-06-30 |
| Lido Advisors, LLC | $3.2M | 320 | 2026-06-30 |
| Integrity Wealth Solutions LLC | $3.2M | 2 | 2026-06-30 |
| Intergy Private Wealth, LLC | $3.1M | 5 | 2026-06-30 |
| Pinnacle Financial Partners, Inc. | $3.1M | 0 | 2026-06-30 |
| Susquehanna International Group, LLP | $3.1M | 0 | 2026-06-30 |
| Sage Capital Management, LLC | $3M | 3 | 2026-06-30 |