| Morgan Stanley | $71.8M | 23,185 | 2026-06-30 |
| Wells Fargo & Company/mn | $35M | 0 | 2026-06-30 |
| Lpl Financial LLC | $27.7M | 23,458 | 2026-06-30 |
| Strategic Wealth Partners, Ltd. | $25.6M | 0 | 2026-06-30 |
| Northwest Financial Advisors | $21.3M | 19 | 2026-06-30 |
| UBS Group AG | $20.5M | 0 | 2026-06-30 |
| Bank of America Corp /de | $20.3M | 0 | 2026-06-30 |
| Equitable Holdings, Inc. | $19.8M | 0 | 2026-06-30 |
| Jones Financial Companies LLLP | $18.1M | 0 | 2026-06-30 |
| Modern Wealth Management, LLC | $14.1M | 161 | 2026-06-30 |
| Kingsview Wealth Management, LLC | $8.8M | 115 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $6.5M | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $6.2M | 0 | 2026-06-30 |
| Royal Bank of Canada | $5.9M | 0 | 2026-06-30 |
| Raymond James Financial Inc | $5.6M | 0 | 2026-06-30 |
| Envestnet Pmc | $5.3M | 60 | 2026-06-30 |
| Morton Capital Management Llc/ca | $5.3M | 30 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $5.2M | 2,863 | 2026-06-30 |
| Hightower Advisors, LLC | $4.4M | 1,046 | 2026-06-30 |
| Focus Financial | $4.1M | 121 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $4M | 1,026 | 2026-06-30 |
| Cahill Financial Advisors, Inc. | $3.9M | 12 | 2026-06-30 |
| Sanctuary Advisors, LLC | $3.2M | 401 | 2026-06-30 |
| Cheviot Value Management, LLC | $2.7M | 8 | 2026-06-30 |
| Continuum Advisory, LLC | $2.6M | 40 | 2026-06-30 |
| Mariner, LLC | $2.6M | 0 | 2026-06-30 |
| Jpmorgan Chase & Co | $2.5M | 0 | 2026-06-30 |
| Creative Planning | $2.4M | 1,171 | 2026-06-30 |
| Brian Low Financial Group, LLC | $2.4M | 0 | 2026-06-30 |
| Cetera Investment Advisers | $2.3M | 10,370 | 2026-06-30 |
| Ameriprise Financial Inc | $2.3M | 0 | 2026-06-30 |
| One Wealth Map LLC | $2.1M | 5 | 2026-06-30 |
| Stifel Financial Corp | $1.9M | 0 | 2026-06-30 |
| &partners | $1.6M | 555 | 2026-06-30 |
| Brandywine Oak Private Wealth LLC | $1.5M | 10 | 2026-06-30 |
| Stratos Wealth Partners, Ltd. | $1.5M | 386 | 2026-06-30 |
| Aaf Wealth Management, LLC | $1.4M | 7 | 2026-06-30 |
| Newedge Advisors | $1.4M | 601 | 2026-06-30 |
| Corient Private Wealth LP | $1.4M | 674 | 2026-06-30 |
| MML Investors Services, LLC | $1.4M | 5,120 | 2026-06-30 |
| Capital Investment Advisors, LLC | $1.2M | 59 | 2026-06-30 |
| Freedom Financial Partners LLC | $1.2M | 4 | 2026-06-30 |
| Parcion Private Wealth LLC | $1.2M | 14 | 2026-06-30 |
| Southland Equity Partners, Llc. | $1.2M | 25 | 2026-06-30 |
| First American Trust, Fsb | $1.1M | 0 | 2026-06-30 |
| Institute for Wealth Management, Llc. | $1.1M | 13 | 2026-06-30 |
| Nestegg Advisors, Inc. | $1.1M | 3 | 2026-06-30 |
| Cerity Partners LLC | $1M | 777 | 2026-06-30 |
| Mosley Wealth Management | $965K | 12 | 2026-06-30 |
| Private Advisor Group, LLC | $914.2K | 927 | 2026-06-30 |
| Winebrenner Capital Management LLC | $907.2K | 6 | 2026-06-30 |
| Breakwater Capital Group | $904K | 5 | 2026-06-30 |
| Drive Wealth Advisers | $848.6K | 17 | 2026-06-30 |
| Principle Wealth | $795K | 21 | 2026-06-30 |
| Accel Wealth Management | $794.1K | 10 | 2026-06-30 |
| Legacy Financial Advisors, Inc. | $770.7K | 13 | 2026-06-30 |
| Eagle Strategies LLC | $729.9K | 2,496 | 2026-06-30 |
| Kestra Advisory Services, LLC | $711.9K | 1,479 | 2026-06-30 |
| Ifg Advisory, LLC | $686.8K | 110 | 2026-06-30 |
| Appalachian Capital Management Ltd | $655.4K | 2 | 2026-06-30 |
| Flagship Harbor Advisors, LLC | $622K | 60 | 2026-06-30 |
| Globalt Investments LLC / Ga | $620.8K | 12 | 2026-06-30 |
| Bcs Wealth Management, LLC | $599.1K | 8 | 2026-06-30 |
| Alexander Randolph Advisory, Inc. | $561.4K | 2 | 2026-06-30 |
| Rockefeller Capital Management LP | $553.2K | 346 | 2026-06-30 |
| Merit Financial Group, LLC | $542.5K | 295 | 2026-06-30 |
| Arkadios Wealth Advisors | $526.4K | 226 | 2026-06-30 |
| Simplifi, Inc. | $512K | 2 | 2026-06-30 |
| Bip Wealth, LLC | $484K | 62 | 2026-06-30 |
| Stephens Inc /ar | $464.7K | 243 | 2026-06-30 |
| Bluedoor Private Wealth, LLC | $445.5K | 6 | 2026-06-30 |
| Saxon Financial Group | $442.8K | 15 | 2026-06-30 |
| Golden State Wealth Management, LLC | $439K | 47 | 2026-06-30 |
| Sigma Planning Corp | $423.2K | 474 | 2026-06-30 |
| Essex Financial Services, Inc. | $392.8K | 33 | 2026-06-30 |
| Mutual Advisors, LLC | $391.6K | 153 | 2026-06-30 |
| Federation Des Caisses Desjardins Du Quebec | $383.6K | 0 | 2026-06-30 |
| Comerica Bank | $376K | 0 | 2025-12-31 |
| Fifth Third Bancorp | $360.5K | 0 | 2026-06-30 |
| Susquehanna International Group, LLP | $347.5K | 0 | 2026-06-30 |
| Umb Bank, N.A. | $324.1K | 0 | 2026-06-30 |
| Beacon Pointe Advisors, LLC | $312K | 466 | 2026-06-30 |
| Two Sigma Investments, LP | $308.6K | 0 | 2026-06-30 |
| Visionary Wealth Advisors | $300.2K | 46 | 2026-06-30 |
| Captrust Financial Advisors | $288.6K | 962 | 2026-06-30 |
| Concurrent Investment Advisors, LLC | $279.1K | 349 | 2026-06-30 |
| Seia | $278.2K | 141 | 2026-06-30 |
| Flynn Zito Capital Management, LLC | $275.6K | 7 | 2026-06-30 |
| Citadel Advisors LLC | $269.2K | 0 | 2026-06-30 |
| Keating Financial Advisory Services, Inc. | $263.2K | 25 | 2026-06-30 |
| Kingswood Wealth Advisors, LLC | $258.5K | 123 | 2026-06-30 |
| Capital Investment Advisory Services, LLC | $251.8K | 103 | 2026-06-30 |
| Genesis Wealth Advisors, LLC | $237.8K | 6 | 2026-06-30 |
| Arax Advisory Partners | $237.1K | 232 | 2026-06-30 |
| Waterloo Capital, LP | $232.4K | 57 | 2026-06-30 |
| Lantern Wealth Advisors, LLC | $222K | 26 | 2026-06-30 |
| Northrock Partners, LLC | $213.7K | 91 | 2026-06-30 |
| Pfg Advisors | $208.3K | 83 | 2026-06-30 |
| Riverchase Wealth Management, LLC | $207.8K | 3 | 2026-06-30 |
| Calton & Associates, Inc. | $207.4K | 140 | 2026-06-30 |
| Fmr LLC | $206.6K | 0 | 2026-06-30 |
| Coastwise Capital Group, LLC | $201K | 4 | 2026-06-30 |
| National Bank of Canada /fi | $183.6K | 0 | 2026-06-30 |
| Founders Financial Alliance, LLC | $177.6K | 32 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $175.9K | 193 | 2026-06-30 |
| Allworth Financial, LP | $135.7K | 317 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $124.5K | 481 | 2026-06-30 |
| Bank of Montreal /can | $124.5K | 0 | 2026-06-30 |
| Ep Wealth Advisors, LLC | $102.1K | 338 | 2026-06-30 |
| Blair William & Co/il | $101.2K | 329 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $83.3K | 480 | 2026-06-30 |
| Cwm, LLC | $70.4K | 667 | 2026-03-31 |
| Community Financial Services Group, LLC | $66.7K | 0 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $63.8K | 0 | 2026-06-30 |
| Mather Group, Llc. | $51.1K | 110 | 2026-06-30 |
| US Bancorp | $47.3K | 0 | 2026-06-30 |
| Ifp Advisors, Inc | $45.2K | 318 | 2026-06-30 |
| Global Retirement Partners LLC | $44.4K | 491 | 2026-06-30 |
| Nbt Bank, N.A. | $42.2K | 0 | 2026-06-30 |
| Russell Investments Group, Ltd. | $39.8K | 0 | 2026-06-30 |
| Gamma Investing LLC | $39.8K | 7 | 2026-06-30 |
| Ghp Investment Advisors Inc | $39.4K | 27 | 2026-06-30 |
| Cornerstone Planning Group LLC | $37.8K | 23 | 2026-06-30 |
| Center for Financial Planning Inc | $33.8K | 17 | 2026-06-30 |
| Medallion Wealth Advisors, LLC | $31.9K | 6 | 2026-06-30 |
| Evelyn Partners Asset Management Limited | $31.3K | 0 | 2026-03-31 |
| Ameriflex Group, Inc. | $31.3K | 212 | 2026-06-30 |
| Parallel Advisors, LLC | $31.1K | 75 | 2026-06-30 |
| Salomon & Ludwin, LLC | $26.9K | 6 | 2026-06-30 |
| Farther Finance Advisors, LLC | $25K | 334 | 2026-06-30 |
| Harbour Investments, Inc. | $23.7K | 247 | 2026-06-30 |
| Fas Wealth Partners, Inc. | $22.9K | 23 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $22.8K | 21 | 2026-06-30 |
| Jnba Financial Advisors | $22.8K | 30 | 2026-06-30 |
| Wagner Wealth Management, LLC | $20.8K | 5 | 2026-06-30 |
| Southstate Bank Corp | $17.4K | 0 | 2026-06-30 |
| Private Trust Co NA | $15.8K | 0 | 2026-06-30 |
| Vanguard Advisers Inc | $11K | 2,469 | 2026-06-30 |
| Godfrey Financial Associates, Inc. | $8.9K | 3 | 2026-06-30 |
| Midfirst Bank | $8.9K | 0 | 2026-06-30 |
| Elevation Wealth Partners, LLC | $8.4K | 0 | 2026-06-30 |
| Bellevue Asset Management, LLC | $8.3K | 2 | 2026-06-30 |
| Ae Wealth Management LLC | $7.7K | 471 | 2026-06-30 |
| Dunhill Financial, LLC | $7.4K | 12 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $5.3K | 3,940 | 2026-03-31 |
| Compass Financial Management LLC | $4.9K | 46 | 2026-06-30 |
| Bartlett & Co. Wealth Management LLC | $4.7K | 32 | 2026-06-30 |
| Synergy Investment Management, LLC | $3.3K | 19 | 2026-06-30 |
| Corecap Advisors, LLC | $2.9K | 118 | 2026-06-30 |
| Cape Investment Advisory, Inc. | $2.2K | 35 | 2026-06-30 |
| Strategic Investment Solutions, Inc. /il | $1.9K | 10 | 2026-06-30 |
| International Assets Investment Management, LLC | $1.8K | 122 | 2026-06-30 |
| Valley National Advisers Inc | $1.6K | 14 | 2026-06-30 |
| Capital Analysts, LLC | $1.2K | 608 | 2026-06-30 |
| Dhjj Financial Advisors, Ltd. | $803 | 7 | 2026-06-30 |
| Capital Advisors, Ltd., LLC | $523 | 11 | 2026-06-30 |
| Wood Tarver Financial | $466 | 5 | 2026-06-30 |
| Janney Montgomery Scott LLC | $400 | 1,342 | 2026-06-30 |
| Flow Traders U.S. LLC | $286 | 0 | 2026-06-30 |
| Assetmark, Inc | $266 | 220 | 2026-06-30 |
| Tsfg, LLC | $143 | 6 | 2026-06-30 |
| Cx Institutional | $114 | 80 | 2026-06-30 |
| Davis Capital Management | $55 | 4 | 2026-06-30 |