| Cetera Investment Advisers | $208.6M | 10,370 | 2026-06-30 |
| Envestnet Pmc | $163M | 60 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $115.5M | 0 | 2026-06-30 |
| Glenview Trust Co | $114.8M | 0 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $81M | 0 | 2026-06-30 |
| Bank of America Corp /de | $79.2M | 0 | 2026-06-30 |
| Jones Financial Companies LLLP | $69.4M | 0 | 2026-06-30 |
| Advisor Os, LLC | $61.7M | 2 | 2026-06-30 |
| Cwm, LLC | $59.8M | 667 | 2026-03-31 |
| Mjp Associates Inc /adv | $48.6M | 12 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $41M | 2,863 | 2026-06-30 |
| Armstrong, Fleming & Moore, Inc | $29.1M | 11 | 2026-06-30 |
| Harbor Group, Inc. | $27.7M | 9 | 2026-06-30 |
| Mars Jewett Financial Group, Inc. | $18.3M | 7 | 2026-06-30 |
| Koshinski Asset Management, Inc. | $17.1M | 69 | 2026-06-30 |
| Creative Planning | $16.6M | 1,171 | 2026-06-30 |
| Raymond James Financial Inc | $16.2M | 0 | 2026-06-30 |
| Souders Financial Advisors, LLC | $16.1M | 14 | 2026-06-30 |
| &partners | $14.7M | 555 | 2026-06-30 |
| Linscomb Wealth, Inc. | $14.5M | 21 | 2026-06-30 |
| D.A. Davidson & Co. | $13.8M | 689 | 2026-06-30 |
| Sound Income Strategies, LLC | $13.6M | 118 | 2026-06-30 |
| Two Sigma Investments, LP | $12.2M | 0 | 2026-06-30 |
| Stifel Financial Corp | $10.7M | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $8.8M | 0 | 2026-06-30 |
| Cmh Wealth Management LLC | $7.9M | 6 | 2026-06-30 |
| Lpl Financial LLC | $7.4M | 23,458 | 2026-06-30 |
| Captrust Financial Advisors | $6.7M | 962 | 2026-06-30 |
| Heritage Trust Co | $6.4M | 0 | 2026-06-30 |
| National Wealth Management Group, LLC | $6.3M | 18 | 2026-06-30 |
| Benjamin Edwards Inc | $5.7M | 0 | 2026-06-30 |
| Croban | $5.7M | 0 | 2026-06-30 |
| John & Kathleen Schreiber Foundation | $5.6M | 0 | 2026-06-30 |
| Rothschild Investment LLC | $5.5M | 18 | 2026-06-30 |
| Newedge Advisors | $5.3M | 601 | 2026-06-30 |
| Hopwood Financial Services, Inc. | $5.2M | 6 | 2026-06-30 |
| Kestra Advisory Services, LLC | $4.6M | 1,479 | 2026-06-30 |
| Ducere Wealth Management LLC | $4.6M | 8 | 2026-06-30 |
| Redw Wealth LLC | $3.9M | 8 | 2026-06-30 |
| Truist Financial Corp | $3.8M | 0 | 2026-06-30 |
| Matrix Asset Advisors Inc/ny | $3.8M | 5 | 2026-06-30 |
| Rockefeller Capital Management LP | $3.6M | 346 | 2026-06-30 |
| Maia Wealth LLC | $3.3M | 41 | 2026-06-30 |
| Advisornet Wealth Partners | $3.3M | 58 | 2026-06-30 |
| Comprehensive Financial Planning, Inc./pa | $3.2M | 0 | 2026-06-30 |
| Nbz Investment Advisors LLC | $3.2M | 3 | 2026-06-30 |
| Thayer Partners, LLC / Ma | $3.1M | 8 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $3M | 1,026 | 2026-06-30 |
| Arete Wealth Advisors, LLC | $3M | 146 | 2026-06-30 |
| MML Investors Services, LLC | $2.9M | 5,120 | 2026-06-30 |
| Essex Financial Services, Inc. | $2.8M | 33 | 2026-06-30 |
| Summit Asset Management, LLC | $2.7M | 6 | 2026-06-30 |
| Eversource Wealth Advisors, LLC | $2.6M | 77 | 2026-06-30 |
| Copper Harbor Investment Advisors, LLC | $2.6M | 5 | 2026-06-30 |
| Royal Bank of Canada | $2.5M | 0 | 2026-06-30 |
| Lasalle St. Investment Advisors, LLC | $2.3M | 161 | 2026-06-30 |
| Aprio Wealth Management, LLC | $2.2M | 36 | 2026-06-30 |
| Harbour Investments, Inc. | $2M | 247 | 2026-06-30 |
| Goldman Sachs Group Inc | $1.9M | 0 | 2026-06-30 |
| Roundview Capital, LLC | $1.9M | 5 | 2026-06-30 |
| Saxony Capital Management, LLC | $1.8M | 41 | 2026-06-30 |
| Sittner & Nelson, LLC | $1.7M | 4 | 2026-06-30 |
| Bedel Financial Consulting, Inc. | $1.6M | 19 | 2026-06-30 |
| Kingsview Wealth Management, LLC | $1.5M | 115 | 2026-06-30 |
| First Foundation Advisors | $1.4M | 29 | 2026-06-30 |
| Ellerson Group Inc /adv | $1.4M | 2 | 2026-06-30 |
| Principal Securities, Inc. | $1.4M | 1,463 | 2026-06-30 |
| Summit Financial, LLC | $1.3M | 229 | 2026-06-30 |
| Fiduciary Financial Advisors | $1.3M | 51 | 2026-06-30 |
| Empire Life Investments Inc. | $1.2M | 0 | 2026-06-30 |
| Mitchell McLeod Pugh & Williams Inc | $1.2M | 10 | 2026-06-30 |
| Legacy Capital Wealth Partners, LLC | $1.2M | 17 | 2026-06-30 |
| Capital Investment Advisory Services, LLC | $1.1M | 103 | 2026-06-30 |
| Associated Banc-Corp | $1.1M | 0 | 2026-06-30 |
| Sigma Planning Corp | $1.1M | 474 | 2026-06-30 |
| Landaas & Co /wi /adv | $1.1M | 19 | 2026-06-30 |
| Davenport & Co LLC | $974.4K | 339 | 2026-06-30 |
| Ted Buchan & Co | $965.2K | 2 | 2026-06-30 |
| Fiducient Advisors LLC | $961.7K | 69 | 2026-06-30 |
| Bradley Foster & Sargent Inc/ct | $919.8K | 0 | 2026-06-30 |
| Mtm Financial Group, LLC | $889.4K | 8 | 2026-06-30 |
| Greenline Wealth Management LLC | $861.5K | 6 | 2026-06-30 |
| Bleakley Financial Group, LLC | $855.3K | 124 | 2026-06-30 |
| Novem Group | $854.6K | 32 | 2026-06-30 |
| Vestgen Advisors, LLC | $803.2K | 58 | 2026-06-30 |
| Prospera Financial Services, Inc. | $759.7K | 270 | 2026-06-30 |
| D. E. Shaw & Co., LP | $749.4K | 0 | 2026-06-30 |
| Mai Capital Management | $723.2K | 308 | 2026-06-30 |
| Wny Asset Management, LLC | $683.6K | 29 | 2026-06-30 |
| Barnes Wealth Management Group | $666.6K | 7 | 2026-06-30 |
| Quantum Financial Partners LLC | $651.2K | 7 | 2026-06-30 |
| Wagner Wealth Management, Corp. | $646.8K | 3 | 2026-06-30 |
| Williams Jones Wealth Management, Llc. | $620.2K | 21 | 2026-06-30 |
| Oneascent Financial Services LLC | $586.9K | 85 | 2026-06-30 |
| Creativeone Wealth, LLC | $578.4K | 221 | 2026-06-30 |
| Manchester Financial Inc | $567.5K | 11 | 2026-06-30 |
| Seia | $550.3K | 141 | 2026-06-30 |
| Ethos Financial Group, LLC | $526.4K | 0 | 2026-06-30 |
| Kestra Private Wealth Services, LLC | $510.8K | 206 | 2026-06-30 |
| Goldstone Financial Group, LLC | $506.9K | 17 | 2026-06-30 |
| Lighthouse Wealth Management Inc. | $501.5K | 5 | 2026-06-30 |
| Maple Capital Management, Inc. | $500.3K | 15 | 2026-06-30 |
| Hightower Advisors, LLC | $495.7K | 1,046 | 2026-06-30 |
| J.W. Cole Advisors, Inc. | $480.9K | 499 | 2026-06-30 |
| Mercer Global Advisors Inc /adv | $480.4K | 0 | 2026-06-30 |
| Avidian Wealth Enterprises, LLC | $468.1K | 43 | 2026-06-30 |
| Cascade Investment Advisors, Inc. | $450.2K | 3 | 2026-06-30 |
| Diversify Advisory Services, LLC | $425.4K | 116 | 2026-06-30 |
| Diversify Wealth Management, LLC | $425.4K | 78 | 2026-06-30 |
| Stratos Wealth Advisors, LLC | $422.3K | 71 | 2026-06-30 |
| Aqr Capital Management LLC | $405.5K | 1 | 2026-06-30 |
| First National Bank of Omaha | $365.4K | 0 | 2026-06-30 |
| United Advisor Group, LLC | $364.3K | 58 | 2026-06-30 |
| Comprehensive Financial Consultants | $344.4K | 4 | 2026-06-30 |
| Great Valley Advisor Group, LLC | $326K | 205 | 2026-06-30 |
| Equita Financial Network, Inc. | $314.1K | 16 | 2026-06-30 |
| Roman Butler Fullerton & Co | $309.6K | 12 | 2026-06-30 |
| Flagship Wealth Advisors, LLC | $302.9K | 9 | 2026-06-30 |
| Nvest Wealth Strategies, Inc. | $294.4K | 3 | 2026-06-30 |
| Swisher Financial Concepts, Inc. | $293K | 5 | 2026-06-30 |
| Cascades Capital Asset Management, LLC | $290.2K | 3 | 2026-06-30 |
| Sunesis Advisors, LLC | $288K | 10 | 2026-06-30 |
| Verum Partners LLC | $287.2K | 16 | 2026-06-30 |
| Sapient Capital LLC | $286.7K | 37 | 2026-06-30 |
| Future Financial Wealth Managment LLC | $283.5K | 0 | 2026-06-30 |
| G&S Capital LLC | $282.7K | 6 | 2026-06-30 |
| Ameritas Advisory Services, LLC | $280.5K | 550 | 2026-06-30 |
| Silver Oak Securities, Incorporated | $272.1K | 117 | 2026-06-30 |
| Stonebridge Financial Group, LLC | $268.5K | 25 | 2026-06-30 |
| Fortis Capital Management LLC | $266.3K | 15 | 2026-06-30 |
| Certior Financial Group, LLC | $258.8K | 8 | 2026-06-30 |
| Rm Financial Services, LLC | $244.4K | 3 | 2026-06-30 |
| Steph & Co | $238.1K | 0 | 2026-06-30 |
| Robertson Stephens Wealth Management, LLC | $234.4K | 72 | 2026-06-30 |
| Corecap Advisors, LLC | $223.2K | 118 | 2026-06-30 |
| Argent Trust Co | $219.1K | 0 | 2026-06-30 |
| Kfa Private Wealth Group, LLC | $215.3K | 11 | 2026-06-30 |
| Cerity Partners LLC | $212.6K | 777 | 2026-06-30 |
| Qube Research & Technologies Ltd | $209.6K | 0 | 2026-06-30 |
| Integrity Alliance, Llc. | $208.3K | 353 | 2026-06-30 |
| Msa Financial | $207.1K | 8 | 2026-06-30 |
| Precedent Wealth Partners, LLC | $203.6K | 18 | 2026-06-30 |
| TD Waterhouse Canada Inc. | $187.8K | 0 | 2026-06-30 |
| Morgan Stanley | $180K | 23,185 | 2026-06-30 |
| Evolution Wealth Management Inc. | $175.9K | 3 | 2026-06-30 |
| Citizens National Bank Trust Department | $166K | 0 | 2026-06-30 |
| Ifp Advisors, Inc | $161.3K | 318 | 2026-06-30 |
| Price T Rowe Associates Inc /md | $146.4K | 0 | 2026-06-30 |
| National Bank of Canada /fi | $118.3K | 0 | 2026-06-30 |
| McIlrath & Eck, LLC | $115.5K | 6 | 2026-03-31 |
| Fmr LLC | $109.1K | 0 | 2026-06-30 |
| Signaturefd, LLC | $108.9K | 49 | 2026-06-30 |
| Plante Moran Financial Advisors | $101.5K | 131 | 2026-06-30 |
| Wells Fargo & Company/mn | $99.7K | 0 | 2026-06-30 |
| Geneos Wealth Management, Inc. | $84.1K | 193 | 2026-06-30 |
| Trust Co | $65.1K | 0 | 2026-06-30 |
| Glass Jacobson Investment Advisors LLC | $61.2K | 10 | 2026-06-30 |
| Ae Wealth Management LLC | $56.6K | 471 | 2026-06-30 |
| Fifth Third Bancorp | $50.1K | 0 | 2026-06-30 |
| Comerica Bank | $49.9K | 0 | 2025-12-31 |
| Bank of Montreal /can | $45.9K | 0 | 2026-06-30 |
| Trust Co of Kansas | $41.7K | 0 | 2026-06-30 |
| Farther Finance Advisors, LLC | $36K | 334 | 2026-06-30 |
| Atlantic Edge Private Wealth Management, LLC | $32.7K | 4 | 2026-06-30 |
| Arax Advisory Partners | $31.3K | 232 | 2026-06-30 |
| Allworth Financial, LP | $29.3K | 317 | 2026-06-30 |
| Planvest Financial, Inc | $27.5K | 6 | 2026-06-30 |
| Zions Bancorporation, National Association /ut | $26.5K | 0 | 2026-06-30 |
| Cherry Tree Wealth Management, LLC | $22K | 9 | 2026-03-31 |
| Janney Montgomery Scott LLC | $18.6K | 1,342 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $17.4K | 21 | 2026-06-30 |
| Global Retirement Partners LLC | $17.3K | 491 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $15.5K | 480 | 2026-06-30 |
| Larson Financial Group LLC | $15.2K | 67 | 2026-06-30 |
| Cape Investment Advisory, Inc. | $12.7K | 35 | 2026-06-30 |
| Sunbelt Securities, Inc. | $11.5K | 63 | 2026-03-31 |
| Luminist Capital LLC | $11.2K | 5 | 2026-06-30 |
| CIBC Private Wealth Group LLC | $10K | 0 | 2025-12-31 |
| Costello Asset Management, Inc. | $9.8K | 2 | 2026-06-30 |
| Central Pacific Bank - Trust Division | $9.6K | 0 | 2026-06-30 |
| Bfsg, LLC | $9.3K | 25 | 2026-06-30 |
| Tidemark, LLC | $8.7K | 8 | 2026-06-30 |
| Allied Private Wealth LLC | $7.6K | 3 | 2026-06-30 |
| Concord Wealth Partners | $5.7K | 11 | 2026-06-30 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | $5.3K | 0 | 2026-06-30 |
| Vanguard Advisers Inc | $5.2K | 2,469 | 2026-06-30 |
| Capital Analysts, LLC | $4.9K | 608 | 2026-06-30 |
| Dhjj Financial Advisors, Ltd. | $4.3K | 7 | 2026-06-30 |
| Capital Advisors, Ltd., LLC | $4K | 11 | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | $3.9K | 3,940 | 2026-03-31 |
| Lloyd Advisory Services, Llc. | $3.6K | 7 | 2026-06-30 |
| Pinnacle Bancorp, Inc. | $2.7K | 0 | 2026-06-30 |
| Natixis Advisors, LLC | $1.4K | 57 | 2026-06-30 |
| M Holdings Securities, Inc. | $743 | 175 | 2026-06-30 |