| Bank of America Corp /de | $748.3M | 0 | 2026-06-30 |
| Morgan Stanley | $684.7M | 23,185 | 2026-06-30 |
| Lpl Financial LLC | $643.7M | 23,458 | 2026-06-30 |
| Wells Fargo & Company/mn | $380.8M | 0 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $371.4M | 0 | 2026-06-30 |
| Raymond James Financial Inc | $293.5M | 0 | 2026-06-30 |
| Victory Capital Management Inc. | $233.8M | 106 | 2026-06-30 |
| UBS Group AG | $194.4M | 0 | 2026-06-30 |
| Merit Financial Group, LLC | $147.5M | 295 | 2026-06-30 |
| Ameriprise Financial Inc | $142.9M | 0 | 2026-06-30 |
| Hightower Advisors, LLC | $136.5M | 1,046 | 2026-06-30 |
| Modern Wealth Management, LLC | $127.6M | 161 | 2026-06-30 |
| Allworth Financial, LP | $114.6M | 317 | 2026-06-30 |
| Envestnet Pmc | $114.1M | 60 | 2026-06-30 |
| Royal Bank of Canada | $110.5M | 0 | 2026-06-30 |
| Composition Wealth, LLC | $104M | 76 | 2026-06-30 |
| Traphagen Investment Advisors LLC | $99.2M | 16 | 2026-06-30 |
| Great Valley Advisor Group, LLC | $90.4M | 205 | 2026-06-30 |
| Parallel Advisors, LLC | $79.7M | 75 | 2026-06-30 |
| Krilogy | $78.4M | 64 | 2026-06-30 |
| Goldstein Advisors, LLC | $55.8M | 12 | 2026-06-30 |
| Sanctuary Advisors, LLC | $52.1M | 401 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $51.2M | 2,863 | 2026-06-30 |
| Keystone Financial Group | $50.9M | 34 | 2026-06-30 |
| Stonex Group Inc. | $48.7M | 0 | 2026-06-30 |
| Rvw Wealth, LLC | $46.6M | 8 | 2026-06-30 |
| Private Advisor Group, LLC | $46.1M | 927 | 2026-06-30 |
| Madison Asset Management, LLC | $45.9M | 1 | 2026-06-30 |
| Two Sigma Investments, LP | $40.6M | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $38.8M | 0 | 2026-06-30 |
| Vantage Financial Partners, LLC | $31.6M | 0 | 2025-12-31 |
| Orion Porfolio Solutions, LLC | $28M | 199 | 2026-06-30 |
| Wilkerson Advisory Group LLC | $27M | 5 | 2026-06-30 |
| Rockefeller Capital Management LP | $26.9M | 346 | 2026-06-30 |
| Sepio Capital, LP | $25M | 19 | 2026-06-30 |
| Ledyard National Bank | $23.6M | 0 | 2026-06-30 |
| Jones Financial Companies LLLP | $23.6M | 0 | 2026-06-30 |
| Marble Wealth, LLC | $22.2M | 5 | 2026-06-30 |
| Financial Enhancement Group LLC | $21.6M | 27 | 2026-06-30 |
| Beacon Capital Management, Inc. | $21.4M | 26 | 2026-06-30 |
| Atlas Wealth LLC | $21.2M | 5 | 2026-06-30 |
| Allen Capital Group, LLC | $20.4M | 22 | 2026-06-30 |
| Landmark Wealth Management, LLC | $19.8M | 0 | 2026-06-30 |
| Cetera Investment Advisers | $19.2M | 10,370 | 2026-06-30 |
| Summit Financial, LLC | $19.1M | 229 | 2026-06-30 |
| Adapt Wealth Advisors, LLC | $19M | 7 | 2026-06-30 |
| Curry Webb Wealth Management LLC | $18.8M | 5 | 2026-06-30 |
| Secure Financial Management | $17.8M | 2 | 2026-06-30 |
| Truist Financial Corp | $17.5M | 0 | 2026-06-30 |
| Stifel Financial Corp | $17.3M | 0 | 2026-06-30 |
| Gotham Asset Management, LLC | $16.7M | 5 | 2026-06-30 |
| Cfo4life Group, LLC | $16.2M | 0 | 2026-06-30 |
| Foundations Investment Advisors, LLC | $16.1M | 302 | 2026-06-30 |
| Hudock, Inc. | $13.9M | 9 | 2026-06-30 |
| Fort Point Capital Partners LLC | $13.8M | 20 | 2026-06-30 |
| Oneascent Financial Services LLC | $13.5M | 85 | 2026-06-30 |
| Legacy Financial Advisors, Inc. | $12.7M | 13 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $12.6M | 1,026 | 2026-06-30 |
| MML Investors Services, LLC | $12.5M | 5,120 | 2026-06-30 |
| Western Wealth Management, LLC | $12.2M | 112 | 2026-06-30 |
| Advance Capital Management, Inc. | $11.3M | 31 | 2026-06-30 |
| Flagship Harbor Advisors, LLC | $11.2M | 60 | 2026-06-30 |
| Silver Oak Securities, Incorporated | $11.1M | 117 | 2026-06-30 |
| Weil Company, Inc. | $11.1M | 13 | 2026-06-30 |
| Atria Investments, Inc | $10.5M | 6 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $10.4M | 480 | 2026-06-30 |
| Mkp Capital Management, LLC | $10M | 0 | 2026-06-30 |
| Financial Designs Corp | $9.9M | 3 | 2026-06-30 |
| Exchange Traded Concepts, LLC | $9.6M | 0 | 2026-06-30 |
| Gerber, LLC | $9.4M | 4 | 2026-06-30 |
| Triumph Capital Management | $8.6M | 14 | 2026-06-30 |
| Trademark Financial Management, LLC | $8.4M | 2 | 2026-06-30 |
| Clarity Asset Management, Inc. | $8.4M | 2 | 2026-06-30 |
| Cornerstone Wealth Group, LLC | $8.2M | 30 | 2026-06-30 |
| Pine Valley Investments Ltd Liability Co | $8.1M | 33 | 2026-06-30 |
| Simplicity Wealth, LLC | $8.1M | 0 | 2026-06-30 |
| Huntleigh Advisors, Inc. | $7.7M | 64 | 2026-06-30 |
| Jpmorgan Chase & Co | $7.3M | 0 | 2026-06-30 |
| Oneascent Wealth Management | $7.2M | 12 | 2026-06-30 |
| &partners | $7.2M | 555 | 2026-06-30 |
| Bank of New York Mellon Corp | $7.1M | 0 | 2026-06-30 |
| Fifth Third Bancorp | $7M | 0 | 2026-06-30 |
| Ausdal Financial Partners, Inc. | $7M | 189 | 2026-06-30 |
| Atlantic Family Wealth, LLC | $6.7M | 2 | 2026-06-30 |
| Goldman Sachs Group Inc | $6.4M | 0 | 2026-06-30 |
| Equitable Holdings, Inc. | $6.3M | 0 | 2026-06-30 |
| Maridea Wealth Management | $6.3M | 38 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $6.2M | 21 | 2026-06-30 |
| Financial Guidance Group, Inc. | $6.1M | 3 | 2026-06-30 |
| McGowan Group Asset Management, Inc. | $5.9M | 7 | 2026-06-30 |
| Sunbelt Securities, Inc. | $5.1M | 63 | 2026-03-31 |
| Qube Research & Technologies Ltd | $4.9M | 0 | 2026-06-30 |
| Comerica Bank | $4.8M | 0 | 2025-12-31 |
| Laurel Oak Wealth Management, LLC | $4.8M | 14 | 2026-06-30 |
| Magnolia Capital Advisors LLC | $4.7M | 16 | 2026-06-30 |
| Cornerstone Wealth Management, LLC | $4.6M | 0 | 2026-06-30 |
| Legacy Capital Group California, Inc. | $4.4M | 3 | 2026-06-30 |
| Summit Asset Management, LLC | $4.3M | 6 | 2026-06-30 |
| Kennedy Investment Group | $4.2M | 5 | 2026-06-30 |
| Greykasell Wealth Strategies, Inc. | $4.1M | 2 | 2026-06-30 |
| Tradition Wealth Management, LLC | $4M | 23 | 2026-06-30 |
| Mechanics Bank Trust Department | $4M | 0 | 2026-06-30 |
| Boyce & Associates Wealth Consulting, Inc. | $3.9M | 8 | 2026-06-30 |
| Kpp Advisory Services LLC | $3.9M | 22 | 2026-06-30 |
| Northeast Planning Associates, Inc. / Nh | $3.9M | 0 | 2026-06-30 |
| Farther Finance Advisors, LLC | $3.8M | 334 | 2026-06-30 |
| Spirepoint Private Client, LLC | $3.8M | 9 | 2026-06-30 |
| Goldstone Financial Group, LLC | $3.5M | 17 | 2026-06-30 |
| Xcelsior Advisor Partners LLC | $3.5M | 0 | 2026-06-30 |
| Cap Partners, LLC | $3.4M | 7 | 2026-06-30 |
| Wbi Investments, LLC | $3.4M | 3 | 2026-06-30 |
| Annex Advisory Services, LLC | $3.3M | 98 | 2026-06-30 |
| Kestra Advisory Services, LLC | $3.3M | 1,479 | 2026-06-30 |
| Axis Wealth Partners, LLC | $3.2M | 7 | 2026-06-30 |
| Eversource Wealth Advisors, LLC | $3.2M | 77 | 2026-06-30 |
| Vista Investment Partners LLC | $3.1M | 6 | 2026-06-30 |
| Fiduciary Financial Advisors | $3M | 51 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $2.9M | 481 | 2026-06-30 |
| Millington Securities, LLC | $2.8M | 0 | 2026-03-31 |
| Ae Wealth Management LLC | $2.8M | 471 | 2026-06-30 |
| Nutshell Asset Management Ltd | $2.8M | 0 | 2026-06-30 |
| Rps Advisory Solutions LLC | $2.7M | 4 | 2026-06-30 |
| Belpointe Asset Management LLC | $2.7M | 170 | 2026-06-30 |
| Newedge Advisors | $2.6M | 601 | 2026-06-30 |
| Wealthcare Advisory Partners LLC | $2.6M | 170 | 2026-06-30 |
| Hilltop Holdings Inc. | $2.6M | 0 | 2026-06-30 |
| Bay Colony Advisory Group, Inc D/b/a Bay Colony Advisors | $2.5M | 0 | 2026-06-30 |
| Prime Capital Financial | $2.5M | 265 | 2026-06-30 |
| Global Assets Advisory, LLC | $2.4M | 30 | 2026-06-30 |
| Global Retirement Partners LLC | $2.4M | 491 | 2026-06-30 |
| Iht Wealth Management LLC | $2.3M | 159 | 2026-06-30 |
| M.E. Allison & Co., Inc. | $2.3M | 11 | 2026-06-30 |
| Sagespring Wealth Partners | $2.2M | 126 | 2026-06-30 |
| Keel Point, LLC | $2.2M | 49 | 2026-06-30 |
| Regions Financial Corp | $2.2M | 0 | 2026-06-30 |
| Patriot Financial Group Insurance Agency, LLC | $2.1M | 35 | 2026-06-30 |
| Creativeone Wealth, LLC | $2.1M | 221 | 2026-06-30 |
| Barnes Pettey Financial Advisors, LLC | $2.1M | 8 | 2026-06-30 |
| Sigma Planning Corp | $2.1M | 474 | 2026-06-30 |
| Nations Financial Group Inc, /ia/ /adv | $2M | 0 | 2026-06-30 |
| Comprehensive Financial Planning, Inc./pa | $2M | 0 | 2026-06-30 |
| J. R. Prunier Capital Management LLC | $1.9M | 0 | 2026-03-31 |
| Maia Wealth LLC | $1.8M | 41 | 2026-06-30 |
| D.A. Davidson & Co. | $1.8M | 689 | 2026-06-30 |
| J Hagan Capital, Inc. | $1.8M | 5 | 2026-06-30 |
| Stonebridge Financial Group, LLC / Mo | $1.7M | 0 | 2026-06-30 |
| Kestra Private Wealth Services, LLC | $1.7M | 206 | 2026-06-30 |
| Benjamin Edwards Inc | $1.7M | 0 | 2026-06-30 |
| Rothschild Investment LLC | $1.7M | 18 | 2026-06-30 |
| Quadrature Capital Ltd | $1.7M | 0 | 2026-06-30 |
| Oneascent Family Offices | $1.6M | 9 | 2026-06-30 |
| Moors & Cabot, Inc. | $1.6M | 82 | 2026-06-30 |
| Optivise Advisory Services LLC | $1.6M | 23 | 2026-06-30 |
| Aqr Capital Management LLC | $1.6M | 1 | 2026-06-30 |
| Focus Partners Wealth | $1.5M | 1,048 | 2026-06-30 |
| Bluechip Wealth Advisors LLC | $1.5M | 6 | 2026-06-30 |
| Stratos Wealth Partners, Ltd. | $1.5M | 386 | 2026-06-30 |
| Wcg Wealth Advisors LLC | $1.4M | 130 | 2026-06-30 |
| New Edge Wealth | $1.4M | 151 | 2026-06-30 |
| Omnitrust Wealth Management, Inc | $1.4M | 0 | 2026-03-31 |
| Embree Financial Group | $1.3M | 13 | 2026-06-30 |
| Geowealth Management, LLC | $1.3M | 0 | 2026-06-30 |
| Brown Advisory Inc | $1.2M | 0 | 2026-06-30 |
| Ameritas Advisory Services, LLC | $1.2M | 550 | 2026-06-30 |
| Y-Intercept (hong Kong) Ltd | $1.2M | 0 | 2026-06-30 |
| Titleist Asset Management, LLC | $1.2M | 43 | 2026-06-30 |
| Sound View Wealth Advisors Group, LLC | $1.2M | 9 | 2026-06-30 |
| Independent Financial Group, LLC | $1.2M | 481 | 2026-06-30 |
| Ddd Partners, LLC | $1.1M | 15 | 2026-06-30 |
| Yukon Wealth Management, Inc. | $1.1M | 2 | 2026-06-30 |
| Mercer Global Advisors Inc /adv | $1M | 0 | 2026-06-30 |
| Mariner, LLC | $1M | 0 | 2026-06-30 |
| Wealth Group Ltd | $1M | 0 | 2026-06-30 |
| Renaissance Technologies LLC | $997.4K | 0 | 2026-06-30 |
| Corient Private Wealth LP | $991.6K | 674 | 2026-06-30 |
| Seia | $985.1K | 141 | 2026-06-30 |
| Money Concepts Capital Corp | $979.2K | 389 | 2026-06-30 |
| Napa Wealth Management | $972K | 0 | 2025-09-30 |
| Jacobi Capital Management LLC | $965K | 32 | 2026-06-30 |
| Gts Securities LLC | $962.2K | 0 | 2026-06-30 |
| Spinnaker Investment Group, LLC | $957.6K | 8 | 2026-06-30 |
| Mather Group, Llc. | $942.6K | 110 | 2026-06-30 |
| Summit Financial Wealth Advisors, LLC | $912.9K | 17 | 2026-06-30 |
| Davenport & Co LLC | $909.6K | 339 | 2026-06-30 |
| Visionary Wealth Advisors | $905.8K | 46 | 2026-06-30 |
| Arsenal Capital Advisors LLC | $866.9K | 2 | 2026-06-30 |
| Creative Planning | $800.4K | 1,171 | 2026-06-30 |
| Axxcess Wealth Management, LLC | $782.8K | 38 | 2026-06-30 |
| Prospera Financial Services, Inc. | $772.6K | 270 | 2026-06-30 |
| Integras Partners LLC | $751.1K | 4 | 2026-06-30 |
| Concurrent Investment Advisors, LLC | $749.5K | 349 | 2026-06-30 |
| Cresset Asset Management, LLC | $732.7K | 212 | 2026-06-30 |
| Kingswood Wealth Advisors, LLC | $697K | 123 | 2026-06-30 |
| Ocean Park Asset Management, LLC | $691.1K | 12 | 2026-06-30 |
| Pinnacle Financial Partners, Inc. | $655K | 0 | 2026-06-30 |
| Intrua Financial, LLC | $651.6K | 36 | 2026-06-30 |
| Private Trust Co NA | $649.8K | 0 | 2026-06-30 |
| Baird Financial Group, Inc. | $636.3K | 0 | 2026-06-30 |
| Gwn Securities Inc. | $634K | 449 | 2026-06-30 |
| Secure Asset Management, LLC | $610.5K | 55 | 2026-06-30 |
| Aspiring Ventures, LLC | $608.5K | 2 | 2026-06-30 |
| Horan Wealth, LLC | $599.9K | 22 | 2026-06-30 |
| Cerity Partners LLC | $595.5K | 777 | 2026-06-30 |
| Nicolet Bankshares Inc | $594K | 0 | 2026-06-30 |
| Arax Advisory Partners | $589.4K | 232 | 2026-06-30 |
| The Caprock Group, LLC | $584.2K | 51 | 2026-06-30 |
| Harbour Investments, Inc. | $575.7K | 247 | 2026-06-30 |
| Stonebridge Financial Planning Group, LLC | $534.9K | 5 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $529.4K | 0 | 2026-06-30 |
| Lwm Advisory Services, LLC | $527.4K | 0 | 2026-06-30 |
| Rubicon Advisors, Gp | $514K | 11 | 2026-06-30 |
| Redwood Family Wealth LLC | $511.5K | 3 | 2026-06-30 |
| Balentine LLC | $507.4K | 18 | 2026-06-30 |
| Snowden Capital Advisors LLC | $460K | 122 | 2026-06-30 |
| Byrne Financial Freedom, LLC | $451.3K | 6 | 2026-06-30 |
| Fmr LLC | $444.9K | 0 | 2026-06-30 |
| U.S. Capital Wealth Advisors, LLC | $440.4K | 0 | 2026-03-31 |
| Beacon Pointe Advisors, LLC | $437.5K | 466 | 2026-06-30 |
| Compound Planning, Inc. | $429.4K | 75 | 2026-06-30 |
| Oppenheimer & Co. Inc. | $426.5K | 1,166 | 2026-06-30 |
| Claro Advisors Inc. | $415.6K | 20 | 2026-06-30 |
| Lloyd Advisory Services, Llc. | $405.8K | 7 | 2026-06-30 |
| First American Bank | $398.5K | 0 | 2026-06-30 |
| First Nebraska Trust Co | $397.1K | 0 | 2026-06-30 |
| Gateway Wealth Partners, LLC | $396.1K | 101 | 2026-06-30 |
| Mai Capital Management | $395.5K | 308 | 2026-06-30 |
| Kickstand Ventures, Llc. | $391.5K | 6 | 2026-06-30 |
| Raleigh Capital Management Inc. | $380.2K | 13 | 2026-06-30 |
| Financial Security Advisor, Inc. | $374.4K | 30 | 2026-06-30 |
| Indivisible Partners | $371.7K | 34 | 2026-06-30 |
| Convergence Financial, LLC | $356.4K | 29 | 2026-06-30 |
| Prelude Capital Management, LLC | $355.8K | 0 | 2026-06-30 |
| Plan A Wealth LLC | $344.8K | 8 | 2026-06-30 |
| Presilium Private Wealth, LLC | $338.4K | 5 | 2026-06-30 |
| Quantinno Capital Management LP | $326.7K | 0 | 2026-06-30 |
| Sei Investments Co | $323.6K | 0 | 2026-06-30 |
| Carrera Capital Advisors | $319.6K | 9 | 2026-06-30 |
| Comprehensive Money Management Services LLC | $317.9K | 0 | 2026-06-30 |
| Savvy Advisors, Inc. | $306.9K | 214 | 2026-06-30 |
| Protective Life Corp | $306.4K | 0 | 2026-06-30 |
| New Wave Wealth Advisors LLC | $304.3K | 6 | 2026-03-31 |
| Unique Wealth, LLC | $302.7K | 14 | 2026-06-30 |
| Ashton Thomas Securities, LLC | $297.6K | 37 | 2026-06-30 |
| Allie Family Office LLC | $293.8K | 0 | 2026-06-30 |
| Shp Wealth Management | $291.2K | 32 | 2026-06-30 |
| Cary Street Partners Financial LLC | $286.2K | 0 | 2026-06-30 |
| Kestra Investment Management, LLC | $277.1K | 9 | 2026-06-30 |
| Strategic Planning Group, LLC | $272.6K | 8 | 2026-06-30 |
| Pfg Investments, LLC | $266.4K | 0 | 2026-06-30 |
| Captrust Financial Advisors | $265.4K | 962 | 2026-06-30 |