| Hbk Sorce Advisory LLC | $863.8M | 73 | 2026-06-30 |
| Signaturefd, LLC | $442.4M | 49 | 2026-06-30 |
| Advance Capital Management, Inc. | $297.7M | 31 | 2026-06-30 |
| Bank of New York Mellon Corp | $262.1M | 0 | 2026-06-30 |
| Bank of America Corp /de | $225.4M | 0 | 2026-06-30 |
| Forvis Mazars Wealth Advisors, LLC | $181.2M | 83 | 2026-06-30 |
| Nepc LLC | $177.6M | 1 | 2026-06-30 |
| Martel Wealth Advisors LLC | $129.2M | 8 | 2026-06-30 |
| Assetmark, Inc | $121.6M | 220 | 2026-06-30 |
| Diversified Portfolios, Inc. | $106.2M | 10 | 2026-06-30 |
| Lpl Financial LLC | $100.2M | 23,458 | 2026-06-30 |
| Smith & Howard Wealth Management, LLC | $87.9M | 6 | 2026-06-30 |
| Edelman Financial Engines | $83.5M | 722 | 2026-06-30 |
| Verum Partners LLC | $82.4M | 16 | 2026-06-30 |
| Blb&b Advisors, LLC | $82.1M | 20 | 2026-06-30 |
| Alerus Financial NA | $74.3M | 0 | 2026-06-30 |
| Orrstown Financial Services Inc | $69.1M | 0 | 2026-06-30 |
| Heartland Bank & Trust Co | $64.7M | 0 | 2026-06-30 |
| Orion Porfolio Solutions, LLC | $59.5M | 199 | 2026-06-30 |
| Zhang Financial LLC | $56.2M | 20 | 2026-06-30 |
| Magnolia Wealth Management, LLC | $55.4M | 2 | 2026-06-30 |
| Envestnet Pmc | $53.4M | 60 | 2026-06-30 |
| Bok Financial Private Wealth, Inc. | $50.7M | 27 | 2026-06-30 |
| New England Capital Financial Advisors LLC | $48.9M | 6 | 2026-06-30 |
| Wells Fargo & Company/mn | $45.9M | 0 | 2026-06-30 |
| Tilson Financial Group Inc | $45.2M | 7 | 2026-06-30 |
| Envestnet Portfolio Solutions, Inc. | $42.8M | 3 | 2026-06-30 |
| Hub Investment Partners, LLC | $42.6M | 118 | 2026-06-30 |
| Aventura Private Wealth, LLC | $42.1M | 3 | 2026-06-30 |
| Mills Wealth Advisors, LLC | $39.7M | 7 | 2026-06-30 |
| Tull Financial Group, Inc. | $38.9M | 5 | 2026-06-30 |
| Evolve Private Wealth, LLC | $38.6M | 19 | 2026-06-30 |
| Sjs Investment Services | $37.4M | 19 | 2026-06-30 |
| First Citizens Asset Management, Inc. | $35.9M | 73 | 2026-06-30 |
| Rise Advisors, LLC | $35.5M | 8 | 2026-06-30 |
| Alaethes Wealth, LLC | $35M | 3 | 2026-06-30 |
| Leonard Rickey Investment Advisors P.LLC | $33.9M | 9 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $33.3M | 2,863 | 2026-06-30 |
| Mariner, LLC | $32.7M | 0 | 2026-06-30 |
| Ami Investment Management Inc | $32.5M | 4 | 2026-06-30 |
| Boston Standard Wealth Management, LLC | $32.4M | 4 | 2026-06-30 |
| Sachem Hill LLC | $32.2M | 4 | 2026-06-30 |
| Momentous Wealth Management, Inc. | $31.1M | 8 | 2026-06-30 |
| Trufp | $31.1M | 4 | 2026-06-30 |
| Quantum Financial Planning Services, Inc. | $29.9M | 15 | 2026-06-30 |
| Tfo Wealth Partners, LLC | $29.1M | 36 | 2026-06-30 |
| Burton Enright Welch | $28.6M | 12 | 2026-06-30 |
| Mallini Complete Financial Planning LLC | $28.6M | 0 | 2026-06-30 |
| Gross & Hartman Investments LLC | $27.7M | 3 | 2026-06-30 |
| New Edge Wealth | $26.9M | 151 | 2026-06-30 |
| Cornerstone Wealth Group, LLC | $26.5M | 30 | 2026-06-30 |
| Resolute Capital, LLC | $25.8M | 13 | 2026-06-30 |
| Cgn Advisors LLC | $25.8M | 36 | 2026-06-30 |
| Svb Wealth LLC | $25.8M | 80 | 2026-06-30 |
| Bcgm Wealth Management, LLC | $25.4M | 11 | 2026-06-30 |
| San Luis Wealth Advisors | $24.5M | 7 | 2026-06-30 |
| D'Orazio & Associates, Inc. | $23.8M | 9 | 2026-06-30 |
| McIlrath & Eck, LLC | $23.8M | 6 | 2026-03-31 |
| Smithbridge Asset Management Inc/de | $23.2M | 6 | 2026-06-30 |
| Acropolis Investment Management, LLC | $23M | 37 | 2026-06-30 |
| Central Pacific Bank - Trust Division | $21.8M | 0 | 2026-06-30 |
| Crusonia Wealth Advisors LLC | $21.7M | 17 | 2026-06-30 |
| Northlanding Financial Partners, LLC | $21.6M | 2 | 2026-06-30 |
| Penney Financial, LLC | $20.1M | 4 | 2026-06-30 |
| Blume Capital Management, Inc. | $19.3M | 4 | 2026-06-30 |
| Keeler & Nadler Financial Planning & Wealth Management | $19.2M | 8 | 2026-06-30 |
| Scotia Capital Inc. | $18.8M | 0 | 2026-06-30 |
| Safe Harbor Family Capital, LLC | $18.6M | 1 | 2026-06-30 |
| Royal Bank of Canada | $18.5M | 0 | 2026-06-30 |
| Lansing Street Advisors | $18.1M | 6 | 2026-06-30 |
| Conservest Capital Advisors Inc | $17.4M | 7 | 2026-06-30 |
| Baird Financial Group, Inc. | $17.1M | 0 | 2026-06-30 |
| Centric Wealth Management | $16.7M | 7 | 2026-06-30 |
| Foundations Investment Advisors, LLC | $16.5M | 302 | 2026-06-30 |
| Chicago Partners Investment Group LLC | $16.4M | 57 | 2026-06-30 |
| Wolff Financial Management LLC | $16.3M | 4 | 2026-06-30 |
| Compton Wealth Advisory Group, LLC | $15.8M | 3 | 2026-06-30 |
| Newedge Advisors | $15.5M | 601 | 2026-06-30 |
| Hightower Advisors, LLC | $15.1M | 1,046 | 2026-06-30 |
| Shankervalleau Wealth Advisors, Inc. | $14.9M | 4 | 2026-06-30 |
| Souders Financial Advisors, LLC | $14.2M | 14 | 2026-06-30 |
| Barry Investment Advisors, LLC | $14M | 8 | 2026-06-30 |
| Private Advisor Group, LLC | $13.3M | 927 | 2026-06-30 |
| Invenio Wealth Partners, LLC | $12.9M | 2 | 2026-06-30 |
| Cfo4life Group, LLC | $12.8M | 0 | 2026-06-30 |
| Madrid Wealth Management, LLC | $12.4M | 4 | 2026-06-30 |
| Timmons Wealth Management, LLC | $12.3M | 1 | 2026-06-30 |
| MML Investors Services, LLC | $11.9M | 5,120 | 2026-06-30 |
| Mission Wealth Management, LP | $11.7M | 138 | 2026-06-30 |
| Aj Advisors, LLC | $11.5M | 3 | 2026-06-30 |
| Principal Securities, Inc. | $11.4M | 1,463 | 2026-06-30 |
| Main Line Retirement Advisors, LLC | $11.1M | 2 | 2026-06-30 |
| &partners | $11M | 555 | 2026-06-30 |
| Strategic Family Wealth Counselors, LLC | $10.6M | 4 | 2026-06-30 |
| Gutierrez Wealth Advisory, LLC | $9.7M | 5 | 2026-06-30 |
| Up Strategic Wealth Investment Advisors LLC | $9.7M | 4 | 2026-06-30 |
| Creativeone Wealth, LLC | $9.2M | 221 | 2026-06-30 |
| Gen Financial Management Inc. | $9.2M | 4 | 2026-06-30 |
| Tandem Investment Partners, LLC | $8.6M | 4 | 2026-06-30 |
| TD Capital Management LLC | $8.6M | 8 | 2026-06-30 |
| Kaizen Financial Strategies, LLC | $8.5M | 5 | 2026-06-30 |
| Galvin, Gaustad & Stein, LLC | $8.5M | 8 | 2026-06-30 |
| Mendota Financial Group, LLC | $8.4M | 6 | 2026-06-30 |
| Bankplus Wealth Advisors | $8.1M | 16 | 2026-06-30 |
| Grand Wealth Management, LLC | $8M | 7 | 2026-06-30 |
| Hofer & Associates Wealth Management | $7.8M | 3 | 2026-06-30 |
| Susquehanna International Group, LLP | $7.6M | 0 | 2026-06-30 |
| Englebert Financial Advisers, LLC | $7.5M | 3 | 2026-06-30 |
| Osaic Holdings, Inc. | $7.5M | 0 | 2026-06-30 |
| Fiduciary Financial Advisors | $7.4M | 51 | 2026-06-30 |
| Kings Path Partners LLC | $7.3M | 4 | 2026-06-30 |
| Xy Planning Network, Inc. | $7.3M | 0 | 2026-06-30 |
| Marble Trail Advisors | $6.8M | 4 | 2026-06-30 |
| Breakwater Investment Management | $6.4M | 3 | 2026-06-30 |
| Pinion Wealth Management, LLC | $6.3M | 8 | 2026-06-30 |
| Enclave Advisors, LLC | $6.1M | 3 | 2026-06-30 |
| Omni 360 Wealth, Inc. | $5.8M | 5 | 2026-06-30 |
| Focus Partners Advisor Solutions, LLC | $5.8M | 42 | 2026-06-30 |
| Raymond James Financial Inc | $5.6M | 0 | 2026-06-30 |
| Bogart Wealth, LLC | $5.5M | 24 | 2026-06-30 |
| Gatepass Capital, LLC | $5.3M | 3 | 2026-06-30 |
| Axxcess Wealth Management, LLC | $5.1M | 38 | 2026-06-30 |
| Plancorp, LLC | $5.1M | 52 | 2026-06-30 |
| Echo45 Advisors LLC | $4.9M | 6 | 2026-06-30 |
| 55 North Private Wealth, LLC | $4.9M | 7 | 2026-06-30 |
| Nicholas Hoffman & Company, Llc. | $4.8M | 13 | 2026-06-30 |
| Cerity Partners LLC | $4.6M | 777 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $4.6M | 0 | 2026-06-30 |
| Linscomb Wealth, Inc. | $4.5M | 21 | 2026-06-30 |
| Benjamin Edwards Inc | $4.5M | 0 | 2026-06-30 |
| Focus Partners Wealth | $4.2M | 1,048 | 2026-06-30 |
| Prosperity Bancshares Inc | $4.1M | 0 | 2026-06-30 |
| Emergent Wealth Advisors, LLC | $4.1M | 4 | 2026-06-30 |
| Savvy Advisors, Inc. | $4.1M | 214 | 2026-06-30 |
| Ethos Financial Group, LLC | $4M | 0 | 2026-06-30 |
| Quadrature Capital Ltd | $3.8M | 0 | 2026-06-30 |
| Cypress Point Wealth Management, LLC | $3.7M | 4 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $3.7M | 480 | 2026-06-30 |
| Lynx Investment Advisory | $3.6M | 11 | 2026-06-30 |
| Htg Investment Advisors Inc | $3.6M | 12 | 2026-06-30 |
| Keystone Financial Group | $3.4M | 34 | 2026-06-30 |
| Steffes Financial, Ltd | $3.4M | 2 | 2026-06-30 |
| Stonebridge Financial Planning Group, LLC | $3.4M | 5 | 2026-06-30 |
| Elite Life Management LLC | $3.3M | 4 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $3.3M | 21 | 2026-06-30 |
| Oak Hill Wealth Advisors, LLC | $3.3M | 0 | 2025-09-30 |
| Brighton Jones LLC | $3.2M | 159 | 2026-06-30 |
| Dickmeyer Boyce Financial Management, Inc. | $3.2M | 4 | 2026-06-30 |
| Stifel Financial Corp | $3.2M | 0 | 2026-06-30 |
| First Citizens Bank & Trust Co | $3.1M | 0 | 2026-06-30 |
| Concurrent Investment Advisors, LLC | $3M | 349 | 2026-06-30 |
| Leo H. Evart, Inc. | $2.9M | 2 | 2026-06-30 |
| Thayer Partners, LLC / Ma | $2.8M | 8 | 2026-06-30 |
| Coppell Advisory Solutions LLC | $2.8M | 76 | 2026-06-30 |
| Topsail Wealth Management, LLC | $2.7M | 4 | 2026-06-30 |
| Kpp Advisory Services LLC | $2.3M | 22 | 2026-06-30 |
| Ausdal Financial Partners, Inc. | $2.3M | 189 | 2026-06-30 |
| Siligmueller & Norvid Wealth Advisors LLC | $2.3M | 0 | 2025-09-30 |
| Farrell Financial | $2.3M | 3 | 2026-06-30 |
| Conquis Financial LLC | $2.2M | 2 | 2026-06-30 |
| Essex Financial Services, Inc. | $2.2M | 33 | 2026-06-30 |
| Jane Street Group, LLC | $2.2M | 0 | 2026-06-30 |
| Mcf Advisors LLC | $2.1M | 33 | 2026-06-30 |
| Rothschild Wealth LLC | $2.1M | 31 | 2026-06-30 |
| Delarme Wealth Management, Inc. | $2M | 3 | 2026-06-30 |
| Patriot Investment Management Group, Inc. | $2M | 15 | 2026-06-30 |
| Accredited Wealth Management, LLC | $1.9M | 0 | 2025-09-30 |
| Harbour Investments, Inc. | $1.9M | 247 | 2026-06-30 |
| Retirement Planning Group, LLC | $1.8M | 0 | 2026-06-30 |
| Twin Cities Retirement Group | $1.8M | 2 | 2026-06-30 |
| Fortress Financial Solutions, LLC | $1.8M | 8 | 2026-03-31 |
| Sanctuary Advisors, LLC | $1.7M | 401 | 2026-06-30 |
| Jones Financial Companies LLLP | $1.6M | 0 | 2026-06-30 |
| Cogent Private Wealth, Inc. | $1.5M | 5 | 2026-06-30 |
| Brown Advisory Inc | $1.5M | 0 | 2026-06-30 |
| Greenline Wealth Management LLC | $1.5M | 6 | 2026-06-30 |
| Cra Financial Services, LLC | $1.4M | 12 | 2026-06-30 |
| Signal Tree Financial Partners LLC | $1.4M | 5 | 2026-06-30 |
| Harpswell Capital Advisors, LLC | $1.4M | 0 | 2026-06-30 |
| Old Mission Capital LLC | $1.4M | 0 | 2026-06-30 |
| Trellis Wealth Advisors LLC | $1.3M | 4 | 2026-06-30 |
| Meeder Advisory Services, Inc. | $1.3M | 19 | 2026-06-30 |
| Hb Wealth Management, LLC | $1.2M | 169 | 2026-06-30 |
| Mayflower Advisors | $1.2M | 27 | 2026-06-30 |
| Pandowealth. LLC | $1.2M | 13 | 2026-06-30 |
| Atria Investments, Inc | $1.2M | 6 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $1.2M | 1,026 | 2026-06-30 |
| Daner Wealth Management, LLC | $1.2M | 2 | 2026-06-30 |
| Kovack Advisors, Inc. | $1.1M | 258 | 2026-06-30 |
| Ameritas Advisory Services, LLC | $1.1M | 550 | 2026-06-30 |
| First Citizens Financial Corp | $1.1M | 0 | 2026-06-30 |
| Farther Finance Advisors, LLC | $1.1M | 334 | 2026-06-30 |
| Jpmorgan Chase & Co | $1M | 0 | 2026-06-30 |
| Harbor Investment Advisory, LLC | $1M | 31 | 2026-06-30 |
| Altiora Financial Group, LLC | $1M | 1 | 2026-06-30 |
| Aqr Capital Management LLC | $925.7K | 1 | 2026-06-30 |
| Pfg Advisors | $908.8K | 83 | 2026-06-30 |
| Guardsman Private Capital Management, Inc. | $851.9K | 2 | 2026-06-30 |
| 1015 Capital Partners, LLC | $838.4K | 2 | 2026-06-30 |
| Summit Financial, LLC | $834.8K | 229 | 2026-06-30 |
| Onedigital Investment Advisors LLC | $825.5K | 386 | 2026-06-30 |
| Montag | $796.7K | 9 | 2026-06-30 |
| Ep Wealth Advisors, LLC | $791.8K | 338 | 2026-06-30 |
| Ketron Financial | $716.7K | 2 | 2026-06-30 |
| Advyzon Investment Management, LLC | $682.7K | 2 | 2026-06-30 |
| Nicholas Wealth, Llc. | $616.2K | 10 | 2026-06-30 |
| L.K. Benson & Company, P.C. | $611.4K | 2 | 2026-06-30 |
| Wealthspire Advisors, LLC | $605.7K | 237 | 2026-06-30 |
| Farmers Trust Co | $593.3K | 0 | 2026-03-31 |
| Pasadena Private Wealth, LLC | $580.4K | 0 | 2026-06-30 |
| Cetera Investment Advisers | $571.8K | 10,370 | 2026-06-30 |
| Cornerstone Advisory, LLC | $560K | 10 | 2026-06-30 |
| Patriot Financial Group Insurance Agency, LLC | $547.7K | 35 | 2026-06-30 |
| Beacon Pointe Advisors, LLC | $542.7K | 466 | 2026-06-30 |
| Vanguard Group Inc | $540K | 0 | 2025-12-31 |
| Vanguard National Trust Co | $502.2K | 0 | 2026-06-30 |
| Ashton Thomas Private Wealth, LLC | $488.4K | 96 | 2026-06-30 |
| J.W. Cole Advisors, Inc. | $483.3K | 499 | 2026-06-30 |
| Ellis Investment Partners, LLC | $481.6K | 18 | 2026-06-30 |
| Renaissance Technologies LLC | $471.1K | 0 | 2026-06-30 |
| Physician Wealth Advisors, Inc. | $465K | 9 | 2026-06-30 |
| Creative Planning | $463.2K | 1,171 | 2026-06-30 |
| Independent Financial Group, LLC | $441K | 481 | 2026-06-30 |
| Integrity Alliance, Llc. | $440.5K | 353 | 2026-06-30 |
| Kestra Advisory Services, LLC | $421.5K | 1,479 | 2026-06-30 |
| Captrust Financial Advisors | $413K | 962 | 2026-06-30 |
| Southstate Bank Corp | $408.2K | 0 | 2026-06-30 |
| Owl Creek Wealth Partners | $403.5K | 3 | 2026-06-30 |
| Sageview Advisory Group, LLC | $398.4K | 94 | 2026-06-30 |
| Novem Group | $391.5K | 32 | 2026-06-30 |
| Pinnacle Financial Partners, Inc. | $384.9K | 0 | 2026-06-30 |
| Partners In Financial Planning | $379.3K | 7 | 2026-06-30 |
| Swmg, LLC | $376.7K | 8 | 2026-06-30 |
| Dentgroup LLC | $375.9K | 0 | 2025-12-31 |
| Geowealth Management, LLC | $371.9K | 0 | 2026-06-30 |
| Dynamic | $362.1K | 75 | 2026-06-30 |
| Oak Wealth Advisors LLC | $351.7K | 3 | 2026-06-30 |
| Snowden Capital Advisors LLC | $350.3K | 122 | 2026-06-30 |
| Oppenheimer & Co. Inc. | $350.1K | 1,166 | 2026-06-30 |
| Lri Investments, LLC | $346.1K | 25 | 2026-06-30 |
| Haverford Trust Co | $333.8K | 0 | 2026-06-30 |
| Truist Financial Corp | $331K | 0 | 2026-06-30 |
| Approach Retirement Advisors, LLC | $315.5K | 2 | 2026-06-30 |
| Jones Kertz & Associates, Inc. | $313.4K | 4 | 2026-06-30 |
| Sweeney & Michel, LLC | $312.2K | 3 | 2026-06-30 |
| Ariadne Wealth Management, LP | $306.9K | 7 | 2026-06-30 |
| Parkside Financial Bank & Trust | $301.8K | 0 | 2026-03-31 |
| Fcg Investment Co | $298.4K | 9 | 2026-06-30 |
| Vigil Wealth Management, LLC | $290.3K | 3 | 2026-06-30 |
| Revisor Wealth Management LLC | $276.3K | 9 | 2026-06-30 |