| Envestnet Pmc | $119.9M | 60 | 2026-06-30 |
| Kestra Investment Management, LLC | $70.6M | 9 | 2026-06-30 |
| Bank of America Corp /de | $62.4M | 0 | 2026-06-30 |
| Lpl Financial LLC | $38.4M | 23,458 | 2026-06-30 |
| Raymond James Financial Inc | $28.2M | 0 | 2026-06-30 |
| Bank of New York Mellon Corp | $25.8M | 0 | 2026-06-30 |
| Bramshill Investments, LLC | $22.1M | 0 | 2026-06-30 |
| Morgan Stanley | $19.3M | 23,185 | 2026-06-30 |
| Wells Fargo & Company/mn | $16.2M | 0 | 2026-06-30 |
| Willis Johnson & Associates, Inc. | $13.6M | 31 | 2026-06-30 |
| Tortoise Investment Management, LLC | $11.3M | 15 | 2026-06-30 |
| Hightower Advisors, LLC | $10.5M | 1,046 | 2026-06-30 |
| Jane Street Group, LLC | $10.5M | 0 | 2026-06-30 |
| Hennion & Walsh Asset Management, Inc. | $10.4M | 71 | 2026-06-30 |
| Able Financial Group, LLC | $10.2M | 9 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $9.2M | 0 | 2026-06-30 |
| Jpmorgan Chase & Co | $9.2M | 0 | 2026-06-30 |
| Cliftonlarsonallen Wealth Advisors, LLC | $9M | 99 | 2026-06-30 |
| MML Investors Services, LLC | $8.5M | 5,120 | 2026-06-30 |
| Manhattan West Asset Management, LLC | $8.3M | 10 | 2026-06-30 |
| Cyndeo Wealth Partners | $7.8M | 20 | 2026-06-30 |
| Keystone Financial Group | $7.4M | 34 | 2026-06-30 |
| Nicolet Bankshares Inc | $6.6M | 0 | 2026-06-30 |
| Midwestone Financial Group, Inc. | $6.5M | 0 | 2025-12-31 |
| Cetera Investment Advisers | $5.4M | 10,370 | 2026-06-30 |
| Kestra Advisory Services, LLC | $5M | 1,479 | 2026-06-30 |
| Westside Investment Management, LLC | $4.8M | 7 | 2026-06-30 |
| Jones Financial Companies LLLP | $4.2M | 0 | 2026-06-30 |
| Sanctuary Advisors, LLC | $4.2M | 401 | 2026-06-30 |
| Onedigital Investment Advisors LLC | $3.9M | 386 | 2026-06-30 |
| Total Clarity Wealth Management, Inc. | $2.8M | 22 | 2026-06-30 |
| Waverly Advisors, LLC | $2.8M | 231 | 2026-06-30 |
| Truist Financial Corp | $2.6M | 0 | 2026-06-30 |
| UBS Group AG | $2.5M | 0 | 2026-06-30 |
| C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors | $2.3M | 103 | 2026-06-30 |
| Old National Bancorp /in | $2.2M | 0 | 2026-06-30 |
| Stifel Financial Corp | $2.1M | 0 | 2026-06-30 |
| White & Co Financial Planning Inc | $2M | 4 | 2026-06-30 |
| New Edge Wealth | $1.9M | 151 | 2026-06-30 |
| Ae Wealth Management LLC | $1.9M | 471 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $1.8M | 1,026 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $1.7M | 2,863 | 2026-06-30 |
| Elequin Capital, LP | $1.7M | 0 | 2026-06-30 |
| Summit Financial, LLC | $1.7M | 229 | 2026-06-30 |
| Balance Wealth | $1.6M | 9 | 2026-06-30 |
| Tennessee Valley Asset Management Partners | $1.5M | 25 | 2026-06-30 |
| Bartlett & Co. Wealth Management LLC | $1.5M | 32 | 2026-06-30 |
| Citadel Advisors LLC | $1.4M | 0 | 2026-06-30 |
| Envestnet Portfolio Solutions, Inc. | $1.4M | 3 | 2026-06-30 |
| Bowman & Co S.C. | $1.4M | 0 | 2025-12-31 |
| Old Mission Capital LLC | $1.4M | 0 | 2026-06-30 |
| Fyra Capital Management | $1.3M | 7 | 2025-09-30 |
| Benjamin Edwards Inc | $1.3M | 0 | 2026-06-30 |
| Legacy Wealth Managment, Llc/id | $1.2M | 49 | 2026-06-30 |
| Kestra Private Wealth Services, LLC | $1.2M | 206 | 2026-06-30 |
| Fifth Third Bancorp | $1.1M | 0 | 2026-06-30 |
| Royal Bank of Canada | $1.1M | 0 | 2026-06-30 |
| Focus Wealth Advisors, LLC | $1.1M | 1 | 2026-06-30 |
| Creativeone Wealth, LLC | $1.1M | 221 | 2026-06-30 |
| Meadowbrook Advisors | $1M | 3 | 2026-06-30 |
| Cresset Asset Management, LLC | $1M | 212 | 2026-06-30 |
| McAdam LLC | $997.8K | 135 | 2026-06-30 |
| Ameriprise Financial Inc | $991.9K | 0 | 2026-06-30 |
| Invst, LLC | $942.7K | 33 | 2026-06-30 |
| World Investment Advisors | $927.5K | 359 | 2026-06-30 |
| Confluence Investment Management LLC | $921.8K | 8 | 2026-06-30 |
| Allworth Financial, LP | $907.8K | 317 | 2026-06-30 |
| Charles Schwab Investment Management Inc | $878K | 37 | 2026-06-30 |
| Bakeravenue | $824.4K | 35 | 2026-06-30 |
| Elmwood Wealth Management, Inc. | $817.6K | 4 | 2026-06-30 |
| Rockefeller Capital Management LP | $803.5K | 346 | 2026-06-30 |
| Hedeker Wealth, LLC | $776K | 2 | 2026-06-30 |
| Osaic Holdings, Inc. | $742.5K | 0 | 2026-06-30 |
| Mustico Financial Group, Inc. | $699K | 4 | 2026-06-30 |
| Wbh Advisory Inc | $683.5K | 11 | 2026-06-30 |
| Hyundai Investments Co., Ltd. | $681.8K | 0 | 2026-06-30 |
| Cfo4life Group, LLC | $637.1K | 0 | 2026-06-30 |
| Ausdal Financial Partners, Inc. | $606.4K | 189 | 2026-06-30 |
| Ifp Advisors, Inc | $581.1K | 318 | 2026-06-30 |
| Vise Technologies, Inc. | $530.8K | 0 | 2026-06-30 |
| Fourth Dimension Wealth, LLC | $521.2K | 9 | 2026-06-30 |
| Cap Partners, LLC | $511.3K | 7 | 2026-06-30 |
| Code Waechter LLC | $439.9K | 5 | 2026-06-30 |
| Choreo, LLC | $353.8K | 148 | 2026-06-30 |
| Diversify Advisory Services, LLC | $351.6K | 116 | 2026-06-30 |
| Diversify Wealth Management, LLC | $351.6K | 78 | 2026-06-30 |
| Advisory Services Network | $345.7K | 253 | 2026-06-30 |
| Gladstone Institutional Advisory LLC | $305.8K | 108 | 2026-06-30 |
| Rehmann Capital Advisory Group | $303.9K | 42 | 2026-06-30 |
| Comerica Bank | $302.5K | 0 | 2025-12-31 |
| Rda Financial Network | $288.9K | 16 | 2026-06-30 |
| Blackrock, Inc. | $254.9K | 0 | 2026-06-30 |
| Meridian Wealth Management, LLC | $247.4K | 58 | 2026-06-30 |
| Capital Advisors Wealth Management, LLC | $233.2K | 6 | 2026-06-30 |
| West Michigan Advisors, LLC | $232.5K | 17 | 2026-06-30 |
| Daymark Wealth Partners, LLC | $227.2K | 37 | 2026-06-30 |
| Strategic Blueprint, LLC | $226.1K | 55 | 2026-06-30 |
| Private Trust Co NA | $224.2K | 0 | 2026-06-30 |
| Tandem Financial, LLC | $220K | 6 | 2026-06-30 |
| B. Riley Wealth Advisors, Inc. | $211.2K | 170 | 2026-06-30 |
| Concurrent Investment Advisors, LLC | $203.3K | 349 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $199.1K | 481 | 2026-06-30 |
| Silverlake Wealth Management LLC | $191.9K | 9 | 2026-06-30 |
| Vestmark Advisory Solutions, Inc. | $191.3K | 8 | 2026-06-30 |
| Geowealth Management, LLC | $183K | 0 | 2026-06-30 |
| Advyzon Investment Management, LLC | $181.7K | 2 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $171.7K | 480 | 2026-06-30 |
| Bank of New Hampshire | $135.1K | 0 | 2026-06-30 |
| Versant Capital Management, Inc. | $120.5K | 11 | 2026-06-30 |
| Glen Eagle Advisors, LLC | $93.3K | 13 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $77.8K | 21 | 2026-06-30 |
| UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC | $76.4K | 0 | 2026-06-30 |
| Fmr LLC | $75.2K | 0 | 2026-06-30 |
| Tower Research Capital LLC (trc) | $70.7K | 0 | 2026-06-30 |
| Capital Investment Counsel, Inc | $69.3K | 4 | 2026-06-30 |
| Smartleaf Asset Management LLC | $61.4K | 9 | 2026-06-30 |
| Harbour Investments, Inc. | $59.2K | 247 | 2026-06-30 |
| Farther Finance Advisors, LLC | $54.9K | 334 | 2026-06-30 |
| Park Place Capital Corp | $52.7K | 7 | 2026-06-30 |
| Gamma Investing LLC | $43.9K | 7 | 2026-06-30 |
| Lgt Financial Advisors LLC | $30.8K | 2 | 2026-06-30 |
| Bank of Montreal /can | $28.3K | 0 | 2026-06-30 |
| Cwm, LLC | $27.3K | 667 | 2026-03-31 |
| Eastern Bank | $27.1K | 0 | 2026-06-30 |
| Provident Wealth Management, LLC | $26.3K | 5 | 2026-06-30 |
| Capital Investment Advisory Services, LLC | $25.2K | 103 | 2026-06-30 |
| Cornerstone Planning Group LLC | $22.7K | 23 | 2026-06-30 |
| Global Retirement Partners LLC | $17.4K | 491 | 2026-06-30 |
| Qube Research & Technologies Ltd | $10.4K | 0 | 2026-06-30 |
| Financial Network Wealth Advisors LLC | $8.7K | 7 | 2026-06-30 |
| Clearstead; Clearstead Advisory Solutions | $8.1K | 64 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $6.2K | 0 | 2026-06-30 |
| Signature Equity Partners, LLC | $5.6K | 34 | 2026-06-30 |
| Assetmark, Inc | $4.9K | 220 | 2026-06-30 |
| Park Avenue Securities LLC | $4.7K | 1,908 | 2026-06-30 |
| Epg Wealth Management LLC | $3.4K | 11 | 2026-06-30 |
| Parkside Financial Bank & Trust | $3.2K | 0 | 2026-03-31 |
| Ogorek Anthony Joseph /NY/ /adv | $1.5K | 0 | 2026-06-30 |
| Evolution Wealth Management Inc. | $1.5K | 3 | 2026-06-30 |
| Rothschild Investment LLC | $800 | 18 | 2026-06-30 |
| Bnp Paribas Financial Markets | $622 | 0 | 2026-06-30 |
| Natixis Advisors, LLC | $497 | 57 | 2026-06-30 |
| Arax Advisory Partners | $409 | 232 | 2026-06-30 |
| Cx Institutional | $380 | 80 | 2026-06-30 |
| Foster & Motley Inc | $271 | 29 | 2026-06-30 |
| Janney Montgomery Scott LLC | $248 | 1,342 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $235 | 3,940 | 2026-03-31 |