| Ep Wealth Advisors, LLC | $770.7M | 338 | 2026-06-30 |
| Morgan Stanley | $528.9M | 23,185 | 2026-06-30 |
| Bank of America Corp /de | $310.7M | 0 | 2026-06-30 |
| Missionsquare Investments | $210.6M | 0 | 2026-06-30 |
| Jones Financial Companies LLLP | $171.2M | 0 | 2026-06-30 |
| Wells Fargo & Company/mn | $130.4M | 0 | 2026-06-30 |
| Lpl Financial LLC | $96.6M | 23,458 | 2026-06-30 |
| Bank of New York Mellon Corp | $93.6M | 0 | 2026-06-30 |
| Envestnet Pmc | $77.2M | 60 | 2026-06-30 |
| Raymond James Financial Inc | $72.1M | 0 | 2026-06-30 |
| Royal Bank of Canada | $67.2M | 0 | 2026-06-30 |
| UBS Group AG | $61.8M | 0 | 2026-06-30 |
| Captrust Financial Advisors | $45.4M | 962 | 2026-06-30 |
| American Financial Advisors, LLC | $43.6M | 2 | 2026-06-30 |
| Scs Capital Management LLC | $42.4M | 80 | 2026-06-30 |
| Cetera Investment Advisers | $41.3M | 10,370 | 2026-06-30 |
| Capital Advantage, Inc. | $40.3M | 8 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $38.8M | 2,863 | 2026-06-30 |
| Newedge Advisors | $34.2M | 601 | 2026-06-30 |
| B & T Capital Management Dba Alpha Capital Management | $29.1M | 6 | 2026-06-30 |
| Mariner, LLC | $28.9M | 0 | 2026-06-30 |
| Choreo, LLC | $28.8M | 148 | 2026-06-30 |
| Weatherly Asset Management L. P. | $27.2M | 10 | 2026-06-30 |
| Ameriprise Financial Inc | $26.2M | 0 | 2026-06-30 |
| Ackerman Capital Management | $26.2M | 3 | 2026-06-30 |
| Resonant Capital Advisors, LLC | $25M | 15 | 2026-06-30 |
| Verabank, N.A. | $24M | 0 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $23.3M | 1,026 | 2026-06-30 |
| MML Investors Services, LLC | $21.9M | 5,120 | 2026-06-30 |
| Focused Wealth Management, Inc | $21.8M | 11 | 2026-06-30 |
| Goldman Sachs Group Inc | $20M | 0 | 2026-06-30 |
| Compass Financial Group, Inc/sd | $19.5M | 7 | 2026-06-30 |
| Stifel Financial Corp | $19.3M | 0 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $19.2M | 0 | 2026-06-30 |
| Gen Financial Management Inc. | $19M | 4 | 2026-06-30 |
| Howard Financial Services, Ltd. | $18.4M | 15 | 2026-06-30 |
| Avantax Planning Partners, Inc. | $18.1M | 10 | 2026-06-30 |
| Eastern Bank | $17.7M | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $17.6M | 0 | 2026-06-30 |
| Baird Financial Group, Inc. | $17.1M | 0 | 2026-06-30 |
| Rockefeller Capital Management LP | $14.2M | 346 | 2026-06-30 |
| Jane Street Group, LLC | $13M | 0 | 2026-06-30 |
| Buttonwood Financial Advisors, Inc. | $12.8M | 5 | 2026-06-30 |
| Swan Capital LLC | $12.6M | 6 | 2026-06-30 |
| Human Investing LLC | $12.5M | 16 | 2026-06-30 |
| Baxter Bros Inc | $12.1M | 5 | 2026-06-30 |
| Mercer Global Advisors Inc /adv | $12.1M | 0 | 2026-06-30 |
| Landmark Wealth Management, LLC | $12.1M | 0 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $12M | 481 | 2026-06-30 |
| Dagco, Inc. | $11.8M | 7 | 2026-06-30 |
| Silver Lake Advisory, LLC | $11.7M | 0 | 2026-06-30 |
| Rothschild Wealth LLC | $11.7M | 31 | 2026-06-30 |
| Revisor Wealth Management LLC | $11.2M | 9 | 2026-06-30 |
| Tilia Fiduciary Partners, Inc. | $11.1M | 5 | 2026-06-30 |
| Kohmann Bosshard Financial Services, Llc. | $11.1M | 3 | 2026-06-30 |
| Kestra Advisory Services, LLC | $11M | 1,479 | 2026-06-30 |
| Wedmont Private Capital | $10.8M | 12 | 2026-06-30 |
| Bank of Montreal /can | $10.4M | 0 | 2026-06-30 |
| Financial Perspectives, Inc | $10.2M | 15 | 2026-06-30 |
| Truist Financial Corp | $10.2M | 0 | 2026-06-30 |
| Cresset Asset Management, LLC | $10.1M | 212 | 2026-06-30 |
| Rtd Financial Advisors, Inc. | $10M | 20 | 2026-06-30 |
| Goldstone Financial Group, LLC | $9.9M | 17 | 2026-06-30 |
| Keystone Financial Group, Inc. | $9.8M | 7 | 2026-06-30 |
| Collective Family Office, LLC | $9.7M | 4 | 2026-06-30 |
| Cerity Partners LLC | $9.5M | 777 | 2026-06-30 |
| Madson Wealth Advisors Inc | $9M | 3 | 2026-06-30 |
| Verum Partners LLC | $9M | 16 | 2026-06-30 |
| D.A. Davidson & Co. | $8.7M | 689 | 2026-06-30 |
| Citigroup Inc | $8.6M | 0 | 2026-06-30 |
| Bcgm Wealth Management, LLC | $8.5M | 11 | 2026-06-30 |
| Clarion Wealth Managment Partners, LLC | $8.3M | 4 | 2026-06-30 |
| Montecito Bank & Trust | $8.2M | 0 | 2026-06-30 |
| Jpmorgan Chase & Co | $8.1M | 0 | 2026-06-30 |
| Keeler & Nadler Financial Planning & Wealth Management | $8.1M | 8 | 2026-06-30 |
| Cary Street Partners Financial LLC | $8.1M | 0 | 2026-06-30 |
| Ariston Services Group | $8M | 2 | 2026-06-30 |
| Jnba Financial Advisors | $8M | 30 | 2026-06-30 |
| Exchange Traded Concepts, LLC | $7.8M | 0 | 2026-06-30 |
| New England Private Wealth Advisors LLC | $7.7M | 12 | 2026-06-30 |
| Concord Wealth Partners | $7.6M | 11 | 2026-06-30 |
| Genesis Wealth Advisors, LLC | $7.5M | 6 | 2026-06-30 |
| Concord Asset Management, Llc/va | $7.5M | 2 | 2026-06-30 |
| Marble Trail Advisors | $7.4M | 4 | 2026-06-30 |
| 180 Wealth Advisors, LLC | $7.4M | 6 | 2026-06-30 |
| Oak Hill Wealth Advisors, LLC | $7.4M | 0 | 2025-09-30 |
| Werba Rubin Papier Wealth Management, LLC | $7.3M | 7 | 2026-06-30 |
| Allworth Financial, LP | $7.2M | 317 | 2026-06-30 |
| Cornerstone Advisors Asset Management, LLC | $7.2M | 26 | 2026-06-30 |
| Kathleen S. Wright Associates Inc. | $7.2M | 0 | 2025-09-30 |
| Smith, Moore & Co. | $7.1M | 45 | 2026-06-30 |
| Blair William & Co/il | $7M | 329 | 2026-06-30 |
| Apella Capital, LLC | $7M | 104 | 2026-06-30 |
| Ifg Advisory, LLC | $6.6M | 110 | 2026-06-30 |
| Leavell Investment Management, Inc. | $6.5M | 25 | 2026-06-30 |
| Tanglewood Wealth Management, Inc. | $6.4M | 9 | 2026-06-30 |
| Pfg Advisors | $6.3M | 83 | 2026-06-30 |
| Vance Wealth | $6.3M | 13 | 2026-06-30 |
| Cornerstone Wealth Management, LLC | $6.1M | 0 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $6.1M | 480 | 2026-06-30 |
| Sweeney & Michel, LLC | $5.9M | 3 | 2026-06-30 |
| Opus Financial Solutions LLC | $5.8M | 2 | 2026-06-30 |
| Hightower Advisors, LLC | $5.7M | 1,046 | 2026-06-30 |
| Equitable Holdings, Inc. | $5.7M | 0 | 2026-06-30 |
| Parallel Advisors, LLC | $5.7M | 75 | 2026-06-30 |
| Pds Planning, Inc | $5.7M | 10 | 2026-06-30 |
| Oppenheimer & Co. Inc. | $5.7M | 1,166 | 2026-06-30 |
| High Net Worth Advisory Group LLC | $5.6M | 6 | 2026-06-30 |
| Advisory Services Network | $5.6M | 253 | 2026-06-30 |
| Studio Investment Management LLC | $5.6M | 4 | 2026-06-30 |
| Eversource Wealth Advisors, LLC | $5.5M | 77 | 2026-06-30 |
| Mcf Advisors LLC | $5.2M | 33 | 2026-06-30 |
| J. Mark Nickell & Co. | $5.2M | 3 | 2026-06-30 |
| Ncm Capital Management, LLC | $5.1M | 2 | 2026-06-30 |
| Princeton Global Asset Management LLC | $5.1M | 17 | 2026-06-30 |
| Accredited Wealth Management, LLC | $4.9M | 0 | 2025-09-30 |
| Bristlecone Value Partners, LLC | $4.8M | 0 | 2026-06-30 |
| American Financial & Tax Strategies Inc | $4.7M | 1 | 2026-06-30 |
| Integrity Alliance, Llc. | $4.6M | 353 | 2026-06-30 |
| Beacon Pointe Advisors, LLC | $4.5M | 466 | 2026-06-30 |
| Gotham Asset Management, LLC | $4.4M | 5 | 2026-06-30 |
| St Germain D J Co Inc | $4.4M | 0 | 2026-06-30 |
| Beacon Financial Planning, Inc | $4.3M | 6 | 2026-06-30 |
| Creative Planning | $4.3M | 1,171 | 2026-06-30 |
| Sovran Advisors, LLC | $4.2M | 70 | 2026-06-30 |
| Frederick Financial Consultants, LLC | $4.1M | 0 | 2026-06-30 |
| Cliftonlarsonallen Wealth Advisors, LLC | $4.1M | 99 | 2026-06-30 |
| Sanctuary Advisors, LLC | $4M | 401 | 2026-06-30 |
| Eq Wealth Advisors, LLC | $3.9M | 3 | 2026-06-30 |
| Fas Wealth Partners, Inc. | $3.8M | 23 | 2026-06-30 |
| Fmr LLC | $3.7M | 0 | 2026-06-30 |
| Ameritas Advisory Services, LLC | $3.7M | 550 | 2026-06-30 |
| Modern Wealth Management, LLC | $3.7M | 161 | 2026-06-30 |
| Tobias Financial Advisors, Inc. | $3.7M | 8 | 2026-06-30 |
| Red Mountain Financial, LLC | $3.7M | 0 | 2026-06-30 |
| Franklin Resources Inc | $3.7M | 0 | 2026-06-30 |
| Hb Wealth Management, LLC | $3.6M | 169 | 2026-06-30 |
| Stokes Family Office LLC | $3.6M | 12 | 2026-06-30 |
| Smith Partners Wealth Management, LLC | $3.6M | 2 | 2026-06-30 |
| United Advisor Group, LLC | $3.5M | 58 | 2026-06-30 |
| Moseley Investment Management Inc | $3.4M | 4 | 2026-03-31 |
| Sound View Wealth Advisors Group, LLC | $3.4M | 9 | 2026-06-30 |
| Cahill Financial Advisors, Inc. | $3.4M | 12 | 2026-06-30 |
| Advisors Preferred, LLC | $3.4M | 2 | 2026-06-30 |
| Strategic Blueprint, LLC | $3.4M | 55 | 2026-06-30 |
| Private Advisor Group, LLC | $3.4M | 927 | 2026-06-30 |
| Family Investment Center, Inc. | $3.3M | 12 | 2026-06-30 |
| Omc Financial Services Ltd | $3.3M | 3 | 2026-06-30 |
| Jt Stratford, LLC | $3.3M | 18 | 2026-06-30 |
| Waverly Advisors, LLC | $3.2M | 231 | 2026-06-30 |
| Magnolia Capital Advisors LLC | $3.2M | 16 | 2026-06-30 |
| Freegulliver, LLC | $3.2M | 5 | 2026-06-30 |
| Kingsview Wealth Management, LLC | $3.2M | 115 | 2026-06-30 |
| Focus Partners Advisor Solutions, LLC | $3.2M | 42 | 2026-06-30 |
| Whipplewood Advisors, LLC | $3.1M | 5 | 2026-06-30 |
| Daniel Investment Group, Inc. | $3.1M | 3 | 2026-06-30 |
| Infinity Wealth Counsel, LLC | $3.1M | 2 | 2026-06-30 |
| Aqr Capital Management LLC | $3M | 1 | 2026-06-30 |
| 21 West Wealth Management LLC | $3M | 2 | 2026-06-30 |
| Creativeone Wealth, LLC | $3M | 221 | 2026-06-30 |
| Lifegoal Investments, LLC | $3M | 6 | 2026-06-30 |
| Johnson & White Wealth Management LLC | $2.9M | 7 | 2026-06-30 |
| Walkner Condon Financial Advisors LLC | $2.9M | 15 | 2026-06-30 |
| Seia | $2.9M | 141 | 2026-06-30 |
| Arrowroot Family Office, LLC | $2.9M | 13 | 2026-06-30 |
| Quantinno Capital Management LP | $2.9M | 0 | 2026-06-30 |
| Wealthfront Advisers LLC | $2.9M | 40 | 2026-06-30 |
| Lodestar Private Asset Management LLC | $2.9M | 5 | 2026-06-30 |
| Asset One Wealth Management LLC | $2.8M | 18 | 2026-06-30 |
| Wescap Management Group, Inc. | $2.8M | 6 | 2026-06-30 |
| Vise Technologies, Inc. | $2.8M | 0 | 2026-06-30 |
| Long Island Wealth Management, Inc. | $2.8M | 1 | 2026-06-30 |
| Ballast Rock Private Wealth LLC | $2.7M | 10 | 2026-06-30 |
| Breakwater Capital Group | $2.7M | 5 | 2026-06-30 |
| Avidian Wealth Enterprises, LLC | $2.7M | 43 | 2026-06-30 |
| Stephens Inc /ar | $2.6M | 243 | 2026-06-30 |
| &partners | $2.6M | 555 | 2026-06-30 |
| Ieq Capital, LLC | $2.6M | 197 | 2026-06-30 |
| Aspect Partners, LLC | $2.6M | 5 | 2026-06-30 |
| Hubbell Strickland Wealth Management, LLC | $2.6M | 3 | 2026-06-30 |
| Bfsg, LLC | $2.5M | 25 | 2026-06-30 |
| Professional Financial Advisors, LLC | $2.5M | 7 | 2026-06-30 |
| Nicholas Hoffman & Company, Llc. | $2.4M | 13 | 2026-06-30 |
| Nikulski Financial, Inc. | $2.4M | 8 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $2.4M | 21 | 2026-06-30 |
| Glass Jacobson Investment Advisors LLC | $2.4M | 10 | 2026-06-30 |
| Roberts Glore & Co Inc /il | $2.4M | 0 | 2026-06-30 |
| Bahl & Gaynor LLC | $2.3M | 26 | 2026-06-30 |
| United Capital Financial Advisors, LLC | $2.3M | 166 | 2026-06-30 |
| Junk Investment Group, LLC | $2.3M | 2 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $2.3M | 0 | 2026-06-30 |
| Dynamic | $2.2M | 75 | 2026-06-30 |
| Compass Advisors | $2.2M | 5 | 2026-06-30 |
| Sunburst Financial Group, LLC | $2.2M | 8 | 2026-06-30 |
| Causey Wealth LLC | $2.2M | 4 | 2026-06-30 |
| Five Pine Wealth | $2.2M | 3 | 2026-06-30 |
| Per Stirling Capital Management, Llc. | $2.2M | 31 | 2026-06-30 |
| Centurion Wealth Management LLC | $2.2M | 6 | 2026-06-30 |
| New Insight Wealth Advisors | $2.1M | 5 | 2026-06-30 |
| Shore Point Advisors, LLC | $2.1M | 10 | 2026-06-30 |
| CIBC World Market Inc. | $2.1M | 0 | 2026-06-30 |
| Corefirst Bank & Trust | $2.1M | 0 | 2026-06-30 |
| Farther Finance Advisors, LLC | $2.1M | 334 | 2026-06-30 |
| Corient Private Wealth LP | $2M | 674 | 2026-06-30 |
| Churchill Financial Advisors, LLC | $2M | 5 | 2026-06-30 |
| Rea Wealth Management | $2M | 11 | 2026-06-30 |
| Essex Financial Services, Inc. | $2M | 33 | 2026-06-30 |
| Composition Wealth, LLC | $2M | 76 | 2026-06-30 |
| Eagle Strategies LLC | $2M | 2,496 | 2026-06-30 |
| Blackrock, Inc. | $1.9M | 0 | 2026-06-30 |
| Occidental Asset Management, LLC | $1.9M | 12 | 2026-06-30 |
| Granville Capital, Inc. | $1.9M | 5 | 2026-06-30 |
| Fifth Third Bancorp | $1.8M | 0 | 2026-06-30 |
| Decker Retirement Planning Inc. | $1.8M | 10 | 2026-06-30 |
| Fiduciary Financial Advisors | $1.8M | 51 | 2026-06-30 |
| Finward Bancorp | $1.8M | 0 | 2026-06-30 |
| Savvy Advisors, Inc. | $1.8M | 214 | 2026-06-30 |
| Lafayette Investments, Inc. | $1.8M | 6 | 2026-06-30 |
| Arkadios Wealth Advisors | $1.7M | 226 | 2026-06-30 |
| Johnson Bixby & Associates, LLC | $1.7M | 13 | 2026-06-30 |
| Integrity Advisory Solutions, LLC | $1.7M | 127 | 2026-06-30 |
| Trust Co of Vermont | $1.7M | 0 | 2026-06-30 |
| Hendershot Investments Inc. | $1.7M | 4 | 2026-06-30 |
| Barry Investment Advisors, LLC | $1.7M | 8 | 2026-06-30 |
| Tbh Global Asset Management, LLC | $1.7M | 13 | 2026-06-30 |
| Mirae Asset Global Investments Co., Ltd. | $1.6M | 0 | 2026-06-30 |
| Vanguard Group Inc | $1.6M | 0 | 2025-12-31 |
| Mutual Advisors, LLC | $1.6M | 153 | 2026-06-30 |
| Fullerton Advisors, LLC | $1.6M | 1 | 2026-06-30 |
| M3 Wealth Management, LLC | $1.6M | 2 | 2026-06-30 |
| Chicago Partners Investment Group LLC | $1.6M | 57 | 2026-06-30 |
| Mission Wealth Management, LP | $1.6M | 138 | 2026-06-30 |
| Cws Financial Advisors, LLC | $1.6M | 7 | 2026-06-30 |
| Ashton Thomas Private Wealth, LLC | $1.6M | 96 | 2026-06-30 |
| Country Club Bank | $1.6M | 0 | 2025-09-30 |
| Strategic Wealth Partners, Ltd. | $1.5M | 0 | 2026-06-30 |
| Pinnacle Financial Partners, Inc. | $1.5M | 0 | 2026-06-30 |
| Wny Asset Management, LLC | $1.5M | 29 | 2026-06-30 |
| Tritonpoint Wealth, LLC | $1.5M | 11 | 2026-06-30 |
| Tritonpoint Partners, LLC | $1.5M | 10 | 2026-06-30 |
| Pinnacle Financial Partners Inc | $1.4M | 0 | 2025-09-30 |
| Smartleaf Asset Management LLC | $1.4M | 9 | 2026-06-30 |
| Financial Planning Hawaii, Inc. | $1.4M | 5 | 2026-06-30 |
| Canandaigua National Bank & Trust Co | $1.4M | 0 | 2026-06-30 |
| Delarme Wealth Management, Inc. | $1.4M | 3 | 2026-06-30 |
| Atria Investments, Inc | $1.4M | 6 | 2026-06-30 |
| McKinley Carter Wealth Services, Inc. | $1.4M | 25 | 2026-06-30 |
| Brady Martz Wealth Solutions, LLC | $1.4M | 8 | 2026-06-30 |
| First National Bank of Omaha | $1.4M | 0 | 2026-06-30 |
| Breakwater Investment Management | $1.4M | 3 | 2026-06-30 |