| Bank of America Corp /de | $6.2B | 0 | 2026-06-30 |
| Morgan Stanley | $1.8B | 23,185 | 2026-06-30 |
| Allstate Corp | $1B | 0 | 2026-06-30 |
| Prudential PLC | $925.4M | 0 | 2026-06-30 |
| Envestnet Pmc | $649.3M | 60 | 2026-06-30 |
| Wells Fargo & Company/mn | $636.3M | 0 | 2026-06-30 |
| UBS Group AG | $502.4M | 0 | 2026-06-30 |
| Nepc LLC | $494.3M | 1 | 2026-06-30 |
| Royal Bank of Canada | $452.8M | 0 | 2026-06-30 |
| Barings LLC | $403.7M | 0 | 2026-06-30 |
| Raymond James Financial Inc | $336.5M | 0 | 2026-06-30 |
| Lpl Financial LLC | $305.7M | 23,458 | 2026-06-30 |
| Sequoia Financial Group, LLC | $290.2M | 258 | 2026-06-30 |
| Bank of New York Mellon Corp | $278.4M | 0 | 2026-06-30 |
| Manufacturers Life Insurance Company, the | $253.2M | 0 | 2026-06-30 |
| Edelman Financial Engines | $238.5M | 722 | 2026-06-30 |
| Mather Group, Llc. | $234.9M | 110 | 2026-06-30 |
| Ameriprise Financial Inc | $232.3M | 0 | 2026-06-30 |
| Empirical Financial Services, LLC D.b.a. Empirical Wealth Management | $227.4M | 0 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $201.6M | 0 | 2026-06-30 |
| Goldman Sachs Group Inc | $180.5M | 0 | 2026-06-30 |
| Corient Private Wealth LP | $178M | 674 | 2026-06-30 |
| Truist Financial Corp | $166.7M | 0 | 2026-06-30 |
| Cerity Partners LLC | $163.9M | 777 | 2026-06-30 |
| Banco Bilbao Vizcaya Argentaria, S.A. | $154.7M | 0 | 2026-06-30 |
| Jpmorgan Chase & Co | $154.2M | 0 | 2026-06-30 |
| Westend Advisors, LLC | $153.6M | 0 | 2026-06-30 |
| Stifel Financial Corp | $129.9M | 0 | 2026-06-30 |
| Farther Finance Advisors, LLC | $128.7M | 334 | 2026-06-30 |
| Strategic Financial Services, Inc. | $121.3M | 28 | 2026-06-30 |
| Allspring Global Investments Holdings, LLC | $116.8M | 0 | 2026-06-30 |
| Mai Capital Management | $113.9M | 308 | 2026-06-30 |
| Focus Partners Wealth | $112.6M | 1,048 | 2026-06-30 |
| Creative Planning | $110.2M | 1,171 | 2026-06-30 |
| Cetera Investment Advisers | $109.8M | 10,370 | 2026-06-30 |
| Rw Investment Management LLC | $104.6M | 13 | 2026-06-30 |
| Allianz Asset Management GMBH | $103.3M | 0 | 2026-06-30 |
| Oakworth Capital, Inc. | $103.2M | 0 | 2026-06-30 |
| Steele Capital Management, Inc. | $102.4M | 15 | 2026-06-30 |
| Barclays PLC | $98.8M | 0 | 2026-06-30 |
| Kohmann Bosshard Financial Services, Llc. | $90.1M | 3 | 2026-06-30 |
| Bank of Montreal /can | $89.2M | 0 | 2026-06-30 |
| Cwm, LLC | $88.9M | 667 | 2026-03-31 |
| Busey Bank | $86.6M | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $85.4M | 0 | 2026-06-30 |
| First Financial Bankshares Inc | $85.2M | 0 | 2026-06-30 |
| Stonebridge Capital Advisors LLC | $83.7M | 5 | 2026-06-30 |
| Hilton Capital Management, LLC | $83.6M | 7 | 2026-06-30 |
| Charles Schwab Investment Management Inc | $81.2M | 37 | 2026-06-30 |
| Baird Financial Group, Inc. | $80.1M | 0 | 2026-06-30 |
| Rockbridge Investment Management, Lcc | $77.6M | 0 | 2026-06-30 |
| Principal Financial Group Inc | $75.3M | 0 | 2026-06-30 |
| Keybank National Association/oh | $74.6M | 0 | 2026-06-30 |
| Mariner, LLC | $72.4M | 0 | 2026-06-30 |
| Lutz Financial Services LLC | $71.3M | 15 | 2026-06-30 |
| Davenport & Co LLC | $71.3M | 339 | 2026-06-30 |
| Savant Wealth Management | $70.7M | 405 | 2026-06-30 |
| Bnp Paribas Financial Markets | $69.6M | 0 | 2026-06-30 |
| Quantum Financial Planning Services, Inc. | $68.5M | 15 | 2026-06-30 |
| Benjamin Edwards Inc | $67.8M | 0 | 2026-06-30 |
| Rockefeller Capital Management LP | $67.4M | 346 | 2026-06-30 |
| Beacon Investment Advisory Services, Inc. | $66.6M | 31 | 2026-06-30 |
| Modera Wealth Management, LLC | $66.3M | 135 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $64.7M | 2,863 | 2026-06-30 |
| Victory Capital Management Inc. | $63.1M | 106 | 2026-06-30 |
| Nisa Investment Advisors, LLC | $62.8M | 82 | 2026-06-30 |
| Resonant Capital Advisors, LLC | $62M | 15 | 2026-06-30 |
| Liquid Strategies, LLC | $60.8M | 2 | 2026-06-30 |
| North Star Investment Management Corporation | $59.2M | 11 | 2026-06-30 |
| Exchange Traded Concepts, LLC | $57.9M | 0 | 2026-06-30 |
| Retirement Systems of Alabama | $55.8M | 0 | 2026-06-30 |
| TD Private Client Wealth LLC | $55.6M | 535 | 2026-06-30 |
| Bartlett & Co. Wealth Management LLC | $55.6M | 32 | 2026-06-30 |
| Riverfront Investment Group, LLC | $53.7M | 30 | 2026-06-30 |
| Capital Investment Services of America, Inc. | $53.4M | 9 | 2026-06-30 |
| Hightower Advisors, LLC | $51.6M | 1,046 | 2026-06-30 |
| Ep Wealth Advisors, LLC | $51.2M | 338 | 2026-06-30 |
| Proffitt & Goodson Inc. | $48.7M | 6 | 2026-06-30 |
| William Mack & Associates Inc | $48.2M | 15 | 2026-06-30 |
| Bck Partners, Inc. | $47.9M | 2 | 2026-06-30 |
| Johnson Bixby & Associates, LLC | $47.1M | 13 | 2026-06-30 |
| Stephens Inc /ar | $46.1M | 243 | 2026-06-30 |
| Dmkc Advisory Services, LLC | $45M | 6 | 2026-06-30 |
| Marks Wealth, LLC | $45M | 4 | 2026-06-30 |
| Eaton-Cambridge Inc. | $43.8M | 5 | 2026-06-30 |
| Ami Investment Management Inc | $43.8M | 4 | 2026-06-30 |
| Wealthspire Advisors, LLC | $43.7M | 237 | 2026-06-30 |
| Franklin Resources Inc | $43.2M | 0 | 2026-06-30 |
| Valeo Financial Advisors, LLC | $41.5M | 108 | 2026-06-30 |
| Patriot Investment Management Group, Inc. | $41.2M | 15 | 2026-06-30 |
| Zurich Insurance Group Ltd/fi | $40.5M | 0 | 2026-06-30 |
| MML Investors Services, LLC | $40.2M | 5,120 | 2026-06-30 |
| Old National Bancorp /in | $38.6M | 0 | 2026-06-30 |
| Fifth Third Bancorp | $38.4M | 0 | 2026-06-30 |
| American Money Management, LLC | $38.4M | 11 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $37.9M | 21 | 2026-06-30 |
| Goodman Financial Corp | $37.8M | 19 | 2026-06-30 |
| First National Bank & Trust Co of Newtown | $37.7M | 0 | 2026-06-30 |
| Kestra Advisory Services, LLC | $37M | 1,479 | 2026-06-30 |
| Assetmark, Inc | $36.6M | 220 | 2026-06-30 |
| Cypress Financial Planning LLC | $36.6M | 7 | 2026-06-30 |
| Sunburst Financial Group, LLC | $36.5M | 8 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $36.5M | 1,026 | 2026-06-30 |
| Efficient Advisors, LLC | $36.4M | 0 | 2026-03-31 |
| 1834 Investment Advisors Co | $36.3M | 16 | 2026-06-30 |
| American Financial Advisors, LLC | $35.6M | 2 | 2026-06-30 |
| Waverly Advisors, LLC | $35M | 231 | 2026-06-30 |
| Quaker Wealth Management, LLC | $34.1M | 5 | 2026-06-30 |
| Mercer Global Advisors Inc /adv | $34.1M | 0 | 2026-06-30 |
| Bluesky Wealth Advisors, LLC | $33.8M | 10 | 2026-06-30 |
| Fischer Financial Services, Inc. | $33.7M | 4 | 2026-06-30 |
| Wolff Financial Management LLC | $33.3M | 4 | 2026-06-30 |
| Neuberger Berman Group LLC | $33.1M | 0 | 2026-06-30 |
| Scott Capital Advisors, LLC | $33.1M | 6 | 2026-06-30 |
| Rothschild Wealth LLC | $33M | 31 | 2026-06-30 |
| Allworth Financial, LP | $32.9M | 317 | 2026-06-30 |
| Exencial Wealth Advisors, LLC | $32.7M | 0 | 2026-03-31 |
| Certified Advisory Corp | $32.6M | 17 | 2026-06-30 |
| Mesirow Financial Investment Management, Inc. | $31.9M | 92 | 2026-06-30 |
| Fidelis Im | $31.6M | 1 | 2026-06-30 |
| Adaptive Financial Consulting, LLC | $31.5M | 6 | 2026-06-30 |
| Albion Financial Group /ut | $31.4M | 0 | 2026-06-30 |
| Howe & Rusling Inc | $31.4M | 10 | 2026-06-30 |
| Zhang Financial LLC | $31.3M | 20 | 2026-06-30 |
| Mirae Asset Global Investments Co., Ltd. | $31.1M | 0 | 2026-06-30 |
| White Lighthouse Investment Management Inc. | $30.9M | 6 | 2026-06-30 |
| Allen Investment Management, LLC | $30.2M | 6 | 2026-06-30 |
| Captrust Financial Advisors | $29.5M | 962 | 2026-06-30 |
| Beese Fulmer Investment Management, Inc. | $29M | 7 | 2026-06-30 |
| Howard Capital Management Group, LLC | $28.2M | 3 | 2026-06-30 |
| Hardy Reed LLC | $28.1M | 13 | 2026-06-30 |
| Apella Capital, LLC | $27.9M | 104 | 2026-06-30 |
| Southstate Bank Corp | $27.8M | 0 | 2026-06-30 |
| &partners | $27.1M | 555 | 2026-06-30 |
| McCarthy Asset Management, Inc. | $27M | 2 | 2026-06-30 |
| Bath Savings Trust Co | $26.9M | 0 | 2026-06-30 |
| Towneley Capital Management, Inc / de | $26.4M | 7 | 2026-06-30 |
| Davidson Capital Management Inc. | $26M | 5 | 2026-06-30 |
| Coyle Financial Counsel LLC | $26M | 11 | 2026-06-30 |
| Leonard Rickey Investment Advisors P.LLC | $25.7M | 9 | 2026-06-30 |
| Rodgers & Associates, Ltd | $25.6M | 12 | 2026-06-30 |
| Beacon Pointe Advisors, LLC | $25.3M | 466 | 2026-06-30 |
| Wescott Financial Advisory Group, LLC | $25.1M | 23 | 2026-06-30 |
| Bank of Nova Scotia | $25.1M | 0 | 2026-06-30 |
| Principal Securities, Inc. | $25.1M | 1,463 | 2026-06-30 |
| Kestra Private Wealth Services, LLC | $25.1M | 206 | 2026-06-30 |
| Pecaut & Co. | $25M | 3 | 2026-06-30 |
| Greenspring Advisors, LLC | $24.5M | 44 | 2026-06-30 |
| Northwest Quadrant Wealth Management, LLC | $24.5M | 2 | 2026-06-30 |
| Dagco, Inc. | $24.4M | 7 | 2026-06-30 |
| Jbglobal.com LLC | $24.1M | 1 | 2026-06-30 |
| Shankervalleau Wealth Advisors, Inc. | $24.1M | 4 | 2026-06-30 |
| Beacon Financial Strategies Corp | $23.9M | 4 | 2026-06-30 |
| Graves Light Lenhart Wealth, Inc. | $23.8M | 8 | 2026-06-30 |
| Unison | $23.8M | 1 | 2026-06-30 |
| Market Street Wealth Management Advisors LLC | $23.5M | 8 | 2026-06-30 |
| Wescap Management Group, Inc. | $23.4M | 6 | 2026-06-30 |
| CIBC Private Wealth Group LLC | $23.3M | 0 | 2025-12-31 |
| Bear Mountain Capital, Inc. | $23.2M | 9 | 2026-06-30 |
| Factor Wealth Management | $23M | 5 | 2026-06-30 |
| CIBC Bancorp USA Inc. | $23M | 0 | 2026-06-30 |
| Keen Wealth Advisors | $23M | 22 | 2026-06-30 |
| Vise Technologies, Inc. | $22.9M | 0 | 2026-06-30 |
| Wbh Advisory Inc | $22.6M | 11 | 2026-06-30 |
| Firestone Capital Management | $22.5M | 6 | 2026-06-30 |
| Valmark Advisers, Inc. | $22.3M | 295 | 2026-06-30 |
| Aa Financial Advisors, LLC | $22.3M | 12 | 2026-06-30 |
| Trustmark Bank Trust Department | $22.3M | 0 | 2026-06-30 |
| Oneascent Financial Services LLC | $22.2M | 85 | 2026-06-30 |
| Creative Financial Designs Inc /adv | $22.2M | 0 | 2026-06-30 |
| Rialto Wealth Management, LLC | $22M | 8 | 2026-06-30 |
| Tandem Wealth Advisors LLC | $22M | 7 | 2026-06-30 |
| Vsm Wealth Advisory, LLC | $21.9M | 5 | 2026-06-30 |
| Employees' Retirement Fund of the City of Fort Worth | $21.8M | 0 | 2026-06-30 |
| Hiley Hunt Wealth Management | $21.7M | 3 | 2026-06-30 |
| Aafmaa Wealth Management & Trust LLC | $21.5M | 0 | 2026-06-30 |
| Pittenger & Anderson Inc | $21.4M | 14 | 2026-06-30 |
| Longview Financial Advisors LLC | $21.3M | 2 | 2026-06-30 |
| Gould Asset Management LLC /ca | $20.8M | 0 | 2026-06-30 |
| Compass Advisors | $20.2M | 5 | 2026-06-30 |
| Maryland Capital Advisors Inc. | $20.1M | 4 | 2026-06-30 |
| Farmers & Merchants Investments Inc | $19.9M | 0 | 2026-06-30 |
| Allsquare Wealth Management LLC | $19.8M | 4 | 2025-09-30 |
| Wealthspire Retirement, LLC | $19.7M | 146 | 2026-06-30 |
| Dynamic | $19.6M | 75 | 2026-06-30 |
| Integrity Advisory Solutions, LLC | $19.6M | 127 | 2026-06-30 |
| Foundation Wealth Management, LLC | $19.6M | 4 | 2026-06-30 |
| Paulson Wealth Management Inc. | $19.4M | 3 | 2026-06-30 |
| First National Trust Co | $19.3M | 0 | 2026-06-30 |
| Newedge Advisors | $18.9M | 601 | 2026-06-30 |
| Massmutual Private Wealth & Trust, Fsb | $18.6M | 0 | 2026-06-30 |
| E&R Wealth Management, LLC | $18.5M | 2 | 2026-06-30 |
| Harbour Investments, Inc. | $18.3M | 247 | 2026-06-30 |
| Mason & Associates Inc | $18.3M | 8 | 2026-06-30 |
| Modern Wealth Management, LLC | $18.2M | 161 | 2026-06-30 |
| Renaissance Technologies LLC | $18.1M | 0 | 2026-06-30 |
| Comerica Bank | $18M | 0 | 2025-12-31 |
| Tl Private Wealth | $18M | 4 | 2026-06-30 |
| Hassell Wealth Management, LLC | $17.9M | 5 | 2026-06-30 |
| Grey Fox Wealth Advisors, LLC | $17.8M | 11 | 2026-06-30 |
| Whelan Financial | $17.8M | 7 | 2026-06-30 |
| Aventura Private Wealth, LLC | $17.8M | 3 | 2026-06-30 |
| Prospera Financial Services, Inc. | $17.7M | 270 | 2026-06-30 |
| Stone Summit Wealth LLC | $17.6M | 3 | 2026-06-30 |
| Beacon Capital Management, Inc. | $17.5M | 26 | 2026-06-30 |
| Florida Trust Wealth Management Co | $17.5M | 0 | 2026-06-30 |
| Coppell Advisory Solutions LLC | $17.3M | 76 | 2026-06-30 |
| Staley Capital Advisers Inc | $17.1M | 11 | 2026-06-30 |
| King Luther Capital Management Corp | $17M | 34 | 2026-06-30 |
| Lighthouse Financial | $16.9M | 1 | 2026-06-30 |
| Northwest Bancshares, Inc. | $16.8M | 0 | 2026-06-30 |
| Ironwood Wealth Management, Llc. | $16.8M | 0 | 2026-06-30 |
| Patten & Patten Inc/tn | $16.8M | 0 | 2026-06-30 |
| Wealth Management | $16.7M | 46 | 2026-06-30 |
| Fisher Asset Management, LLC | $16.7M | 2,984 | 2026-06-30 |
| Forbes Financial Planning, Inc. | $16M | 1 | 2026-06-30 |
| Twele Capital Management, Inc. | $15.8M | 3 | 2026-06-30 |
| Blair William & Co/il | $15.7M | 329 | 2026-06-30 |
| Asio Capital, LLC | $15.6M | 6 | 2026-06-30 |
| Stordahl Capital Management, Inc. | $15.5M | 6 | 2026-06-30 |
| Seaside Wealth Management, Inc. | $15.5M | 7 | 2026-06-30 |
| Cordant, Inc. | $15.4M | 0 | 2026-06-30 |
| Mustard Seed Wealth Management | $15.4M | 9 | 2026-06-30 |
| Onedigital Investment Advisors LLC | $15.3M | 386 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $15.1M | 0 | 2026-06-30 |
| Htg Investment Advisors Inc | $15.1M | 12 | 2026-06-30 |
| Rfg Advisory, LLC | $15.1M | 191 | 2026-06-30 |
| Legacy Edge Advisors, LLC | $14.9M | 18 | 2026-06-30 |
| Level Financial Advisors | $14.9M | 8 | 2026-06-30 |
| Asset Management Group, Inc. | $14.9M | 2 | 2026-06-30 |
| Decisionpoint Financial, LLC | $14.8M | 13 | 2026-06-30 |
| Urban Financial Advisory Corp | $14.7M | 3 | 2026-06-30 |
| Horizon Investment Services, Llc. | $14.6M | 7 | 2026-06-30 |
| Alliancebernstein LP | $14.6M | 517 | 2026-06-30 |
| Twin Cities Retirement Group | $14.5M | 2 | 2026-06-30 |
| Missionsquare Retirement | $14.4M | 132 | 2026-06-30 |
| Cresset Asset Management, LLC | $14.3M | 212 | 2026-06-30 |
| Nicolet Bankshares Inc | $14.3M | 0 | 2026-06-30 |
| Hobart Private Capital, LLC | $14.3M | 12 | 2026-06-30 |
| Gradient Capital Advisors, LLC | $14.2M | 5 | 2026-06-30 |
| Midwestone Financial Group, Inc. | $14.2M | 0 | 2025-12-31 |
| Clearstead; Clearstead Advisory Solutions | $14.2M | 64 | 2026-06-30 |
| Sage Rhino Capital LLC | $14.2M | 10 | 2026-06-30 |
| Capital Group Private Client Services, Inc. | $14.1M | 106 | 2026-06-30 |
| Grove Bank & Trust | $14M | 0 | 2026-06-30 |
| Rakuten Investment Management, Inc. | $14M | 0 | 2026-06-30 |
| Trb Wealth Management, LLC | $13.9M | 12 | 2026-06-30 |
| Ifg Advisory, LLC | $13.9M | 110 | 2026-06-30 |
| Fairview Capital Investment Management, LLC | $13.7M | 0 | 2026-06-30 |
| Van Strum & Towne Inc | $13.7M | 3 | 2026-06-30 |