| Bank of America Corp /de | $10B | 0 | 2026-06-30 |
| Fisher Asset Management, LLC | $7.9B | 2,984 | 2026-06-30 |
| Jpmorgan Chase & Co | $4.7B | 0 | 2026-06-30 |
| Creative Planning | $2.3B | 1,171 | 2026-06-30 |
| Morgan Stanley | $1.9B | 23,185 | 2026-06-30 |
| Royal Bank of Canada | $1.2B | 0 | 2026-06-30 |
| Lpl Financial LLC | $969.9M | 23,458 | 2026-06-30 |
| Wells Fargo & Company/mn | $924.4M | 0 | 2026-06-30 |
| Envestnet Pmc | $779.7M | 60 | 2026-06-30 |
| Ameriprise Financial Inc | $737.9M | 0 | 2026-06-30 |
| Goldman Sachs Group Inc | $672.8M | 0 | 2026-06-30 |
| Nepc LLC | $613.2M | 1 | 2026-06-30 |
| Baird Financial Group, Inc. | $608.2M | 0 | 2026-06-30 |
| Wealthfront Advisers LLC | $488.8M | 40 | 2026-06-30 |
| UBS Group AG | $462.3M | 0 | 2026-06-30 |
| Prudential PLC | $442.9M | 0 | 2026-06-30 |
| American Family Investments, Inc. | $413.9M | 0 | 2026-06-30 |
| Raymond James Financial Inc | $403.2M | 0 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $382.6M | 0 | 2026-06-30 |
| Hightower Advisors, LLC | $287.7M | 1,046 | 2026-06-30 |
| State of Tennessee, Department of Treasury | $259M | 0 | 2026-06-30 |
| Allspring Global Investments Holdings, LLC | $221.6M | 0 | 2026-06-30 |
| Blue Trust, Inc. | $211M | 0 | 2026-06-30 |
| Barclays PLC | $200.1M | 0 | 2026-06-30 |
| Facet Wealth, Inc. | $190M | 95 | 2026-06-30 |
| Focus Partners Wealth | $185.7M | 1,048 | 2026-06-30 |
| Bank of New York Mellon Corp | $182.1M | 0 | 2026-06-30 |
| First Interstate Bank | $177.5M | 0 | 2026-06-30 |
| Bernicke Wealth Management | $149.5M | 12 | 2026-06-30 |
| Huntington National Bank | $145.4M | 0 | 2026-06-30 |
| Equitable Holdings, Inc. | $138.8M | 0 | 2026-06-30 |
| Blackrock, Inc. | $132.5M | 0 | 2026-06-30 |
| State Farm Mutual Automobile Insurance Co | $127.4M | 0 | 2026-06-30 |
| Vanguard Capital Management LLC | $124M | 0 | 2026-06-30 |
| Empirical Financial Services, LLC D.b.a. Empirical Wealth Management | $120.2M | 0 | 2026-06-30 |
| Jones Financial Companies LLLP | $119.1M | 0 | 2026-06-30 |
| Brandywine Oak Private Wealth LLC | $117.7M | 10 | 2026-06-30 |
| Moldenhauer & Associates | $115.2M | 10 | 2026-06-30 |
| Legacy Edge Advisors, LLC | $113.4M | 18 | 2026-06-30 |
| Assetmark, Inc | $108.9M | 220 | 2026-06-30 |
| Davidson Capital Management Inc. | $108.5M | 5 | 2026-06-30 |
| Cetera Investment Advisers | $107M | 10,370 | 2026-06-30 |
| Osaic Holdings, Inc. | $105.7M | 0 | 2026-06-30 |
| Constellation Investments, Inc. | $105.4M | 0 | 2026-06-30 |
| Robertson Stephens Wealth Management, LLC | $99M | 72 | 2026-06-30 |
| Rebalance, LLC | $98.7M | 9 | 2026-06-30 |
| Old Mission Capital LLC | $96.7M | 0 | 2026-06-30 |
| Vanguard Group Inc | $85M | 0 | 2025-12-31 |
| Bridgewater Advisors Inc. | $84.8M | 14 | 2026-06-30 |
| Capitolis Liquid Global Markets LLC | $84.4M | 0 | 2025-12-31 |
| Advisory Alpha, LLC | $84.4M | 66 | 2026-06-30 |
| Hilton Capital Management, LLC | $83.9M | 7 | 2026-06-30 |
| Mather Group, Llc. | $82.4M | 110 | 2026-06-30 |
| Benjamin Edwards Inc | $81M | 0 | 2026-06-30 |
| Busey Bank | $75.9M | 0 | 2026-06-30 |
| Flputnam Investment Management Co | $75.8M | 78 | 2026-06-30 |
| Gds Wealth Management | $74.4M | 23 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $73.2M | 1,026 | 2026-06-30 |
| Strategic Financial Services, Inc. | $73.1M | 28 | 2026-06-30 |
| Keybank National Association/oh | $72.5M | 0 | 2026-06-30 |
| American Century Companies Inc | $72.4M | 0 | 2026-06-30 |
| Patriot Investment Management Group, Inc. | $70.5M | 15 | 2026-06-30 |
| Cape Cod Five Cents Savings Bank | $67.9M | 0 | 2026-06-30 |
| National Bank of Canada /fi | $67.6M | 0 | 2026-06-30 |
| 1832 Asset Management LP | $67.5M | 0 | 2026-06-30 |
| Cwa Asset Management Group, LLC | $66.5M | 49 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $65.7M | 2,863 | 2026-06-30 |
| Mirae Asset Global Investments Co., Ltd. | $63.2M | 0 | 2026-06-30 |
| Steele Capital Management, Inc. | $63M | 15 | 2026-06-30 |
| Savant Wealth Management | $61.7M | 405 | 2026-06-30 |
| Florida Trust Wealth Management Co | $60.8M | 0 | 2026-06-30 |
| Stifel Financial Corp | $60.3M | 0 | 2026-06-30 |
| Truist Financial Corp | $59.5M | 0 | 2026-06-30 |
| Dodds Wealth, LLC | $58.8M | 7 | 2026-06-30 |
| &partners | $58.7M | 555 | 2026-06-30 |
| Apollon Wealth Management, LLC | $58.3M | 151 | 2026-06-30 |
| Financial Advisory Partners, LLC | $56.7M | 4 | 2026-06-30 |
| Scotia Capital Inc. | $55.5M | 0 | 2026-06-30 |
| Riverfront Investment Group, LLC | $54.7M | 30 | 2026-06-30 |
| Howe & Rusling Inc | $54.4M | 10 | 2026-06-30 |
| Bartlett & Co. Wealth Management LLC | $53.8M | 32 | 2026-06-30 |
| Bank of Montreal /can | $53.7M | 0 | 2026-06-30 |
| Focused Wealth Management, Inc | $53.7M | 11 | 2026-06-30 |
| Evergreen Advisors, LLC | $52.7M | 2 | 2026-06-30 |
| Mariner, LLC | $52.6M | 0 | 2026-06-30 |
| Strategic Wealth Investment Group, LLC | $52.2M | 33 | 2026-06-30 |
| Raffa Wealth Management, LLC | $50.7M | 6 | 2026-06-30 |
| Arista Wealth Management, LLC | $50.7M | 11 | 2026-06-30 |
| Winton Group Ltd | $50M | 0 | 2026-06-30 |
| Capula Management Ltd | $49.6M | 0 | 2026-06-30 |
| Decisionpoint Financial, LLC | $49.4M | 13 | 2026-06-30 |
| Private Advisor Group, LLC | $48.2M | 927 | 2026-06-30 |
| Stonebridge Capital Advisors LLC | $47M | 5 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $46.1M | 481 | 2026-06-30 |
| Bishop & Co Investment Management, LLC | $44.1M | 2 | 2026-06-30 |
| Newedge Advisors | $44.1M | 601 | 2026-06-30 |
| Alliancebernstein LP | $44M | 517 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $43.9M | 0 | 2026-06-30 |
| Rosenberg Matthew Hamilton | $43.3M | 4 | 2026-06-30 |
| Concurrent Investment Advisors, LLC | $43.2M | 349 | 2026-06-30 |
| Marion Wealth Management | $43.2M | 5 | 2026-06-30 |
| Nisa Investment Advisors, LLC | $43M | 82 | 2026-06-30 |
| Milwealth Group LLC | $42.7M | 5 | 2026-06-30 |
| Renaissance Technologies LLC | $41.7M | 0 | 2026-06-30 |
| Hudock, Inc. | $41.1M | 9 | 2026-06-30 |
| Cypress Financial Planning LLC | $40M | 7 | 2026-06-30 |
| Advisors Capital Management, LLC | $39.4M | 59 | 2026-06-30 |
| Bip Wealth, LLC | $38.8M | 62 | 2026-06-30 |
| Cwm, LLC | $38.2M | 667 | 2026-03-31 |
| Tidal Investments LLC | $37.8M | 0 | 2026-06-30 |
| Vestmark Advisory Solutions, Inc. | $37.7M | 8 | 2026-06-30 |
| Newton One Investments LLC | $37M | 3 | 2026-06-30 |
| Sanctuary Advisors, LLC | $36.4M | 401 | 2026-06-30 |
| Capital Advisors Wealth Management, LLC | $36.3M | 6 | 2026-06-30 |
| Allstate Corp | $36.1M | 0 | 2026-06-30 |
| American Financial Advisors, LLC | $36.1M | 2 | 2026-06-30 |
| Meridian Investment Advisors | $35.4M | 4 | 2026-06-30 |
| Fiducient Advisors LLC | $35.2M | 69 | 2026-06-30 |
| Summit Asset Management, LLC | $34.5M | 6 | 2026-06-30 |
| Elevation Point Wealth Partners, LLC | $34.4M | 56 | 2026-06-30 |
| Great Lakes Retirement, Inc. | $34.1M | 10 | 2026-06-30 |
| Vise Technologies, Inc. | $33.6M | 0 | 2026-06-30 |
| Waverly Advisors, LLC | $33.6M | 231 | 2026-06-30 |
| Cbiz Investment Advisory Services, LLC | $33.1M | 89 | 2026-06-30 |
| TD Private Client Wealth LLC | $33.1M | 535 | 2026-06-30 |
| Johnson Investment Counsel Inc | $33.1M | 65 | 2026-06-30 |
| 25 Financial | $32.8M | 9 | 2026-06-30 |
| Captrust Financial Advisors | $32.6M | 962 | 2026-06-30 |
| Citigroup Inc | $32.4M | 0 | 2026-06-30 |
| Pioneer Wealth Management Group | $32.3M | 11 | 2026-06-30 |
| Summit Financial, LLC | $32.1M | 229 | 2026-06-30 |
| Mitsubishi Ufj Trust & Banking Corp | $31.8M | 0 | 2026-06-30 |
| Beacon Pointe Advisors, LLC | $31.4M | 466 | 2026-06-30 |
| Old National Bancorp /in | $31.4M | 0 | 2026-06-30 |
| Foundation Wealth Management, LLC | $31.2M | 4 | 2026-06-30 |
| Wescap Management Group, Inc. | $30.7M | 6 | 2026-06-30 |
| Full Sail Capital, LLC | $30.4M | 0 | 2025-09-30 |
| Vident Advisory, LLC | $30.3M | 6 | 2026-06-30 |
| Pacific Capital Wealth Advisors, Inc. | $29.8M | 5 | 2026-06-30 |
| Scott Capital Advisors, LLC | $29.4M | 6 | 2026-06-30 |
| Cerity Partners LLC | $29.3M | 777 | 2026-06-30 |
| Aventura Private Wealth, LLC | $29.2M | 3 | 2026-06-30 |
| Badgley Phelps Wealth Managers, LLC | $28.7M | 28 | 2026-06-30 |
| Foundations Investment Advisors, LLC | $28.6M | 302 | 2026-06-30 |
| Rakuten Investment Management, Inc. | $27.5M | 0 | 2026-06-30 |
| Lebenthal Global Advisors, LLC | $27.3M | 25 | 2026-06-30 |
| Ironwood Wealth Management, Llc. | $27.2M | 0 | 2026-06-30 |
| Winch Financial | $27M | 7 | 2026-06-30 |
| Parallel Advisors, LLC | $27M | 75 | 2026-06-30 |
| Mitsubishi Ufj Asset Management Co., Ltd. | $27M | 0 | 2026-06-30 |
| Envestnet Portfolio Solutions, Inc. | $26.9M | 3 | 2026-06-30 |
| Mercer Global Advisors Inc /adv | $26.8M | 0 | 2026-06-30 |
| Apella Capital, LLC | $26.5M | 104 | 2026-06-30 |
| Berkeley Capital Partners, LLC | $26.3M | 8 | 2026-06-30 |
| 1834 Investment Advisors Co | $25.2M | 16 | 2026-06-30 |
| Global Wealth Management Investment Advisory, Inc. | $25.2M | 16 | 2026-06-30 |
| Exoduspoint Capital Management, LP | $25M | 0 | 2026-06-30 |
| Allen Investment Management, LLC | $24.9M | 6 | 2026-06-30 |
| Rational Advisors, Inc. | $24.1M | 0 | 2026-06-30 |
| Creative Financial Designs Inc /adv | $24.1M | 0 | 2026-06-30 |
| MML Investors Services, LLC | $23.3M | 5,120 | 2026-06-30 |
| Qube Research & Technologies Ltd | $23.1M | 0 | 2026-06-30 |
| Keyvantage Wealth, LLC | $23M | 0 | 2026-06-30 |
| Insight Wealth Partners, LLC | $22.9M | 15 | 2026-06-30 |
| Power Wealth Management LLC | $22.9M | 7 | 2026-06-30 |
| First Financial Bankshares Inc | $22.8M | 0 | 2026-06-30 |
| West Financial Advisors, LLC | $22.6M | 7 | 2026-06-30 |
| Union Bancaire Privee, Ubp SA | $22.5M | 0 | 2026-06-30 |
| Net Worth Advisory Group, LLC | $22.4M | 15 | 2026-06-30 |
| Hassell Wealth Management, LLC | $22.3M | 5 | 2026-06-30 |
| Avior Wealth Management, LLC | $22.3M | 69 | 2026-06-30 |
| Hall Capital Management Co Inc | $21.9M | 3 | 2026-06-30 |
| Goalfusion Wealth Management, LLC | $21.7M | 3 | 2026-06-30 |
| Kestra Advisory Services, LLC | $21.6M | 1,479 | 2026-06-30 |
| Rkl Private Wealth | $21.4M | 29 | 2026-06-30 |
| Topsail Wealth Management, LLC | $21.2M | 4 | 2026-06-30 |
| Luminvest Wealth Management LLC | $21.1M | 1 | 2026-06-30 |
| Bluesky Wealth Advisors, LLC | $21.1M | 10 | 2026-06-30 |
| Springvest Wealth Management LLC | $20.8M | 4 | 2026-06-30 |
| Ameritas Investment Partners, Inc. | $20.7M | 7 | 2026-06-30 |
| Janus Henderson Group PLC | $20.6M | 0 | 2026-03-31 |
| Aqr Capital Management LLC | $20.4M | 1 | 2026-06-30 |
| Longview Financial Advisors LLC | $20M | 2 | 2026-06-30 |
| Arbor Wealth Management LLC | $20M | 0 | 2026-06-30 |
| Bragg Financial Advisors Inc | $19.9M | 15 | 2026-06-30 |
| Crews Bank & Trust | $19.9M | 0 | 2026-06-30 |
| Greenspring Advisors, LLC | $19.9M | 44 | 2026-06-30 |
| Twin Cities Retirement Group | $19.6M | 2 | 2026-06-30 |
| McLean Asset Management Corp. | $19.3M | 16 | 2026-06-30 |
| Exencial Wealth Advisors, LLC | $19.2M | 0 | 2026-03-31 |
| Belpointe Asset Management LLC | $19.2M | 170 | 2026-06-30 |
| Financial Management Network Inc | $19M | 21 | 2026-06-30 |
| Equita Financial Network, Inc. | $18.9M | 16 | 2026-06-30 |
| Rockefeller Capital Management LP | $18.9M | 346 | 2026-06-30 |
| Tagstone Capital, Inc. | $18.9M | 1 | 2026-06-30 |
| Causey Wealth LLC | $18.8M | 4 | 2026-06-30 |
| Peterson Wealth Management | $18.8M | 3 | 2026-06-30 |
| Alpha Cubed Investments, LLC | $18.6M | 0 | 2025-12-31 |
| Susquehanna International Group, LLP | $18.5M | 0 | 2026-06-30 |
| Financial Futures Ltd Liability Co. | $18.4M | 3 | 2026-06-30 |
| Roundview Capital, LLC | $18.4M | 5 | 2026-06-30 |
| Xy Planning Network, Inc. | $18.2M | 0 | 2026-06-30 |
| First National Trust Co | $18M | 0 | 2026-06-30 |
| Pinnacle Financial Partners, Inc. | $17.8M | 0 | 2026-06-30 |
| Commerce Bank | $17.4M | 0 | 2026-06-30 |
| Fifth Third Bancorp | $17.3M | 0 | 2026-06-30 |
| Legacy Financial Group LLC | $17.2M | 8 | 2026-06-30 |
| Comerica Bank | $17.1M | 0 | 2025-12-31 |
| Modera Wealth Management, LLC | $16.8M | 135 | 2026-06-30 |
| Oneascent Financial Services LLC | $16.6M | 85 | 2026-06-30 |
| Evergreen Capital Management LLC | $16.6M | 28 | 2026-06-30 |
| New Edge Wealth | $16.6M | 151 | 2026-06-30 |
| Northwest Bancshares, Inc. | $16.3M | 0 | 2026-06-30 |
| 1 North Wealth Services LLC | $16.2M | 6 | 2026-06-30 |
| Powers Advisory Group, LLC | $16.2M | 4 | 2026-06-30 |
| Principal Financial Group Inc | $16.2M | 0 | 2026-06-30 |
| Gibbs Wealth Management | $15.7M | 68 | 2026-03-31 |
| Towerpoint Wealth, LLC | $15.7M | 5 | 2026-06-30 |
| Coyle Financial Counsel LLC | $15.7M | 11 | 2026-06-30 |
| Cordant, Inc. | $15.6M | 0 | 2026-06-30 |
| Fortune 45 LLC | $15.6M | 3 | 2026-06-30 |
| Financial Freedom | $15.5M | 3 | 2026-06-30 |
| Quaker Wealth Management, LLC | $15.3M | 5 | 2026-06-30 |
| Rfg Holdings, Inc. | $15.2M | 8 | 2026-06-30 |
| Alliance Wealth Advisors, LLC /ut | $15.2M | 12 | 2026-06-30 |
| Flc Capital Advisors | $15M | 4 | 2026-06-30 |
| Morton Brown Family Wealth, LLC | $14.9M | 7 | 2026-06-30 |
| Benchmark Financial, LLC | $14.8M | 4 | 2026-06-30 |
| McGlone Suttner Wealth Management, Inc. | $14.8M | 8 | 2026-06-30 |
| Jupiter Topco LLC | $14.8M | 0 | 2026-06-30 |
| Sei Investments Co | $14.7M | 0 | 2026-06-30 |
| Procyon | $14.6M | 53 | 2026-06-30 |
| Shotwell Rutter Baer Inc | $14.1M | 5 | 2026-06-30 |
| Peak Financial Management, Inc. | $14.1M | 7 | 2026-06-30 |
| Sage Rhino Capital LLC | $14M | 10 | 2026-06-30 |
| White Lighthouse Investment Management Inc. | $13.9M | 6 | 2026-06-30 |
| Checchi Capital Advisers, LLC | $13.8M | 8 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $13.7M | 480 | 2026-06-30 |
| Atlantic Union Bankshares Corp | $13.7M | 0 | 2026-06-30 |
| Ep Wealth Advisors, LLC | $13.6M | 338 | 2026-06-30 |
| United Services Automobile Association | $13.4M | 0 | 2026-06-30 |
| Sequoia Financial Group, LLC | $13.4M | 258 | 2026-06-30 |
| Oak Hill Wealth Advisors, LLC | $13.2M | 0 | 2025-09-30 |
| Asset Planning Corporation | $13.2M | 0 | 2025-09-30 |
| UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC | $13.1M | 0 | 2026-06-30 |
| Westview Management Dba Westview Investment Advisors | $13M | 4 | 2026-06-30 |
| St Germain D J Co Inc | $12.8M | 0 | 2026-06-30 |
| Pallas Capital Advisors, LLC | $12.8M | 27 | 2026-06-30 |
| Marshall & Sterling Wealth Advisors Inc. | $12.7M | 10 | 2026-06-30 |
| Seaside Wealth Management, Inc. | $12.7M | 7 | 2026-06-30 |