| Bank of America Corp /de | $1.5B | 0 | 2026-06-30 |
| Pgim Custom Harvest LLC | $377.2M | 0 | 2026-06-30 |
| Morgan Stanley | $323.1M | 23,185 | 2026-06-30 |
| Wells Fargo & Company/mn | $221.6M | 0 | 2026-06-30 |
| UBS Group AG | $133.4M | 0 | 2026-06-30 |
| Lpl Financial LLC | $109.5M | 23,458 | 2026-06-30 |
| Beacon Capital Management, Inc. | $101.2M | 26 | 2026-06-30 |
| Envestnet Pmc | $98.2M | 60 | 2026-06-30 |
| Raymond James Financial Inc | $94.1M | 0 | 2026-06-30 |
| Royal Bank of Canada | $59.1M | 0 | 2026-06-30 |
| Stifel Financial Corp | $58.6M | 0 | 2026-06-30 |
| Ameriprise Financial Inc | $56.1M | 0 | 2026-06-30 |
| Hightower Advisors, LLC | $53.9M | 1,046 | 2026-06-30 |
| Compass Financial Group, Inc/sd | $53.6M | 7 | 2026-06-30 |
| Jpmorgan Chase & Co | $50.3M | 0 | 2026-06-30 |
| Lido Advisors, LLC | $40.6M | 320 | 2026-06-30 |
| Ameritas Advisory Services, LLC | $37.4M | 550 | 2026-06-30 |
| Cetera Investment Advisers | $35.6M | 10,370 | 2026-06-30 |
| Rockefeller Capital Management LP | $32.8M | 346 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $32.7M | 0 | 2026-06-30 |
| Kcm Investment Advisors LLC | $31.2M | 7 | 2026-06-30 |
| Marks Wealth, LLC | $29.8M | 4 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $28.5M | 2,863 | 2026-06-30 |
| Harfst & Associates, Inc. | $26.4M | 3 | 2026-06-30 |
| Osaic Holdings, Inc. | $26.2M | 0 | 2026-06-30 |
| MML Investors Services, LLC | $22.3M | 5,120 | 2026-06-30 |
| M&T Bank Corp | $21.2M | 0 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $20.8M | 481 | 2026-06-30 |
| Cadent Capital Advisors, LLC | $18.5M | 11 | 2026-06-30 |
| Capital Advantage, Inc. | $18.4M | 8 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $17.6M | 0 | 2026-06-30 |
| Minichmacgregor Wealth Management, LLC | $15.9M | 8 | 2026-06-30 |
| Susquehanna International Group, LLP | $15.6M | 0 | 2026-06-30 |
| Empower Advisory Group, LLC | $14.8M | 1,980 | 2026-06-30 |
| Bnp Paribas Financial Markets | $14.4M | 0 | 2026-06-30 |
| Clear Creek Financial Management, LLC | $14.3M | 44 | 2026-06-30 |
| J.W. Cole Advisors, Inc. | $13.8M | 499 | 2026-06-30 |
| Agf Management Ltd | $13.6M | 0 | 2026-06-30 |
| Goldman Sachs Group Inc | $13.4M | 0 | 2026-06-30 |
| Trinity Legacy Partners, LLC | $13.1M | 6 | 2026-06-30 |
| Truist Financial Corp | $12.8M | 0 | 2026-06-30 |
| Massmutual Private Wealth & Trust, Fsb | $11.5M | 0 | 2026-06-30 |
| Corient Private Wealth LP | $10.6M | 674 | 2026-06-30 |
| J. Safra Sarasin Holding AG | $10.4M | 0 | 2026-06-30 |
| Jones Financial Companies LLLP | $10.1M | 0 | 2026-06-30 |
| Simon Quick Advisors, LLC | $9.9M | 40 | 2026-06-30 |
| Federation Des Caisses Desjardins Du Quebec | $9.9M | 0 | 2026-06-30 |
| &partners | $9.7M | 555 | 2026-06-30 |
| Strengthening Families & Communities, LLC | $9.3M | 11 | 2026-06-30 |
| Mercer Global Advisors Inc /adv | $8.9M | 0 | 2026-06-30 |
| Quantinno Capital Management LP | $8.9M | 0 | 2026-06-30 |
| Mariner, LLC | $8.5M | 0 | 2026-06-30 |
| Fmr LLC | $8.4M | 0 | 2026-06-30 |
| Founders Grove Wealth Partners, LLC | $8.3M | 2 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $8.3M | 1,026 | 2026-06-30 |
| Kestra Advisory Services, LLC | $6.7M | 1,479 | 2026-06-30 |
| Syon Capital LLC | $6.6M | 12 | 2026-06-30 |
| Financial Advisory Partners, LLC | $6.6M | 4 | 2026-06-30 |
| Sharper & Granite LLC | $6.4M | 4 | 2026-06-30 |
| Kinloch Capital, LLC | $6.3M | 4 | 2026-06-30 |
| TD Waterhouse Canada Inc. | $6.2M | 0 | 2026-06-30 |
| Fifth Third Bancorp | $6.1M | 0 | 2026-06-30 |
| Maltin Wealth Management, Inc. | $6M | 4 | 2026-06-30 |
| Mosley Wealth Management | $5.9M | 12 | 2026-06-30 |
| Bank of Montreal /can | $5.8M | 0 | 2026-06-30 |
| Quaker Wealth Management, LLC | $5.7M | 5 | 2026-06-30 |
| Pathstone Holdings, LLC | $5.7M | 0 | 2026-06-30 |
| Altura Wealth Advisors Inc. | $5.7M | 4 | 2026-06-30 |
| Creative Planning | $5.7M | 1,171 | 2026-06-30 |
| Foundations Investment Advisors, LLC | $5.7M | 302 | 2026-06-30 |
| Crown Wealth Group, LLC | $5.4M | 8 | 2026-06-30 |
| Bailard, Inc. | $5.4M | 40 | 2026-06-30 |
| Addison Capital Co | $5.2M | 3 | 2026-06-30 |
| Full Sail Capital, LLC | $5.1M | 0 | 2025-09-30 |
| Johnson Investment Counsel Inc | $5M | 65 | 2026-06-30 |
| Bonfire Financial, LLC | $5M | 4 | 2026-06-30 |
| Keebeck Wealth Management | $4.8M | 5 | 2026-06-30 |
| Curran Financial Partners, LLC | $4.5M | 16 | 2026-06-30 |
| Private Advisor Group, LLC | $4.5M | 927 | 2026-06-30 |
| Salomon & Ludwin, LLC | $4.5M | 6 | 2026-06-30 |
| Sierra Capital LLC | $4.3M | 7 | 2026-06-30 |
| Berkeley Capital Partners, LLC | $4.3M | 8 | 2026-06-30 |
| Bartlett & Co. Wealth Management LLC | $4.3M | 32 | 2026-06-30 |
| Captrust Financial Advisors | $4.3M | 962 | 2026-06-30 |
| Teucrium Investment Advisors, LLC | $4.3M | 0 | 2026-06-30 |
| Grimes & Co Wealth Management, LLC | $4.3M | 38 | 2026-06-30 |
| Alphacore Capital LLC | $4.3M | 69 | 2026-06-30 |
| Sanctuary Advisors, LLC | $4.2M | 401 | 2026-06-30 |
| Exchange Traded Concepts, LLC | $4.1M | 0 | 2026-06-30 |
| Northern Trust Corp | $4M | 0 | 2026-06-30 |
| Tranquilli Financial Advisor, LLC | $4M | 2 | 2026-06-30 |
| Atria Investments, Inc | $4M | 6 | 2026-06-30 |
| Joule Financial, LLC | $4M | 0 | 2026-06-30 |
| Tandem Wealth Advisors LLC | $3.9M | 7 | 2026-06-30 |
| Ashton Thomas Securities, LLC | $3.8M | 37 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $3.7M | 480 | 2026-06-30 |
| O'Shaughnessy Asset Management, LLC | $3.6M | 58 | 2026-06-30 |
| Freestone Capital Holdings, LLC | $3.6M | 66 | 2026-06-30 |
| B. Riley Wealth Advisors, Inc. | $3.6M | 170 | 2026-06-30 |
| Smith Asset Management Co., LLC | $3.6M | 3 | 2026-06-30 |
| Prospera Financial Services, Inc. | $3.6M | 270 | 2026-06-30 |
| Sheets Smith Wealth Management | $3.5M | 10 | 2026-06-30 |
| Newedge Advisors | $3.5M | 601 | 2026-06-30 |
| Anchor Investment Management, LLC | $3.5M | 6 | 2026-03-31 |
| Wealthcare Advisory Partners LLC | $3.5M | 170 | 2026-06-30 |
| Richmond Brothers, Inc. | $3.5M | 4 | 2026-06-30 |
| Arax Advisory Partners | $3.5M | 232 | 2026-06-30 |
| Park National Corp /oh | $3.5M | 0 | 2026-06-30 |
| Independent Financial Group, LLC | $3.5M | 481 | 2026-06-30 |
| Madden Advisory Services, Inc. | $3.5M | 2 | 2026-06-30 |
| Royal Fund Management, LLC | $3.4M | 83 | 2026-06-30 |
| Wbh Advisory Inc | $3.4M | 11 | 2026-06-30 |
| Praetorian Wealth Management, Inc. | $3.4M | 7 | 2026-06-30 |
| Elm Partners Management LLC | $3.4M | 7 | 2026-06-30 |
| Brandywine Oak Private Wealth LLC | $3.4M | 10 | 2026-06-30 |
| Gibraltar Capital Management, Inc. | $3.3M | 18 | 2026-06-30 |
| Fisher Asset Management, LLC | $3.3M | 2,984 | 2026-06-30 |
| Ledyard National Bank | $3.2M | 0 | 2026-06-30 |
| Citigroup Inc | $3.1M | 0 | 2026-06-30 |
| Advisors Capital Management, LLC | $3M | 59 | 2026-06-30 |
| Calder Financial LLC | $3M | 1 | 2026-06-30 |
| Robertson Stephens Wealth Management, LLC | $3M | 72 | 2026-06-30 |
| UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC | $3M | 0 | 2026-06-30 |
| Comerica Bank | $2.9M | 0 | 2025-12-31 |
| First Financial Corp /in | $2.9M | 0 | 2026-06-30 |
| Cresset Asset Management, LLC | $2.8M | 212 | 2026-06-30 |
| Mai Capital Management | $2.8M | 308 | 2026-06-30 |
| Concurrent Investment Advisors, LLC | $2.8M | 349 | 2026-06-30 |
| Northcrest Asset Manangement, LLC | $2.8M | 0 | 2026-06-30 |
| Focus Partners Wealth | $2.8M | 1,048 | 2026-06-30 |
| Apollon Financial, LLC | $2.7M | 20 | 2026-06-30 |
| Oppenheimer & Co. Inc. | $2.7M | 1,166 | 2026-06-30 |
| Calton & Associates, Inc. | $2.7M | 140 | 2026-06-30 |
| Cerity Partners LLC | $2.6M | 777 | 2026-06-30 |
| Rcw Management, LLC | $2.6M | 2 | 2026-06-30 |
| Capital Management Associates, Inc | $2.6M | 14 | 2026-06-30 |
| Fischer Financial Services, Inc. | $2.4M | 4 | 2026-06-30 |
| Bokf, NA | $2.4M | 0 | 2026-06-30 |
| U.S. Capital Wealth Advisors, LLC | $2.4M | 0 | 2026-03-31 |
| Baird Financial Group, Inc. | $2.4M | 0 | 2026-06-30 |
| Clearstead; Clearstead Advisory Solutions | $2.3M | 64 | 2026-06-30 |
| Hollencrest Capital Management | $2.3M | 15 | 2026-06-30 |
| Equitable Holdings, Inc. | $2.2M | 0 | 2026-06-30 |
| Harbour Investments, Inc. | $2.2M | 247 | 2026-06-30 |
| D.A. Davidson & Co. | $2.2M | 689 | 2026-06-30 |
| Brighton Jones LLC | $2.2M | 159 | 2026-06-30 |
| Assetmark, Inc | $2.1M | 220 | 2026-06-30 |
| Snowden Capital Advisors LLC | $2.1M | 122 | 2026-06-30 |
| Glenmede Trust Co NA | $2.1M | 6 | 2026-06-30 |
| Nlb Skladi, Upravljanje Premozenja, D.o.o. | $2M | 0 | 2026-06-30 |
| Wealthspire Advisors, LLC | $2M | 237 | 2026-06-30 |
| Sonata Capital Group Inc | $2M | 5 | 2026-06-30 |
| Hb Wealth Management, LLC | $1.9M | 169 | 2026-06-30 |
| One Charles Private Wealth Services, LLC | $1.9M | 0 | 2026-06-30 |
| Renaissance Technologies LLC | $1.9M | 0 | 2026-06-30 |
| Aspire Capital Advisors LLC | $1.8M | 13 | 2026-06-30 |
| Private Wealth Advisors, LLC | $1.7M | 2 | 2026-06-30 |
| Hershey Financial Advisers, LLC | $1.7M | 3 | 2026-06-30 |
| Blair William & Co/il | $1.7M | 329 | 2026-06-30 |
| Capital Advisors Inc/ok | $1.7M | 0 | 2026-06-30 |
| Waldron Private Wealth | $1.7M | 42 | 2026-06-30 |
| Montvue Capital Management, Inc. | $1.6M | 4 | 2026-06-30 |
| Community Bank, N.A. | $1.6M | 0 | 2026-06-30 |
| Southstate Bank Corp | $1.6M | 0 | 2026-06-30 |
| Prime Capital Financial | $1.5M | 265 | 2026-06-30 |
| Creative Financial Designs Inc /adv | $1.5M | 0 | 2026-06-30 |
| Wealthfront Advisers LLC | $1.5M | 40 | 2026-06-30 |
| Sigma Planning Corp | $1.5M | 474 | 2026-06-30 |
| Parallel Advisors, LLC | $1.5M | 75 | 2026-06-30 |
| Dorsey & Whitney Trust Co LLC | $1.5M | 0 | 2026-06-30 |
| Birchcreek Wealth Management, LLC | $1.5M | 5 | 2026-06-30 |
| United Capital Financial Advisors, LLC | $1.5M | 166 | 2026-06-30 |
| Citadel Advisors LLC | $1.5M | 0 | 2026-06-30 |
| Vaquero Private Wealth, Ltd | $1.4M | 6 | 2026-06-30 |
| Farther Finance Advisors, LLC | $1.4M | 334 | 2026-06-30 |
| Gts Securities LLC | $1.4M | 0 | 2026-06-30 |
| Fullcircle Wealth LLC | $1.4M | 0 | 2025-09-30 |
| Focus Financial | $1.4M | 121 | 2026-06-30 |
| Woodward Diversified Capital, LLC | $1.4M | 4 | 2026-06-30 |
| Merit Financial Group, LLC | $1.4M | 295 | 2026-06-30 |
| Ieq Capital, LLC | $1.4M | 197 | 2026-06-30 |
| Western Wealth Management, LLC | $1.4M | 112 | 2026-06-30 |
| Charles Schwab Investment Management Inc | $1.4M | 37 | 2026-06-30 |
| New. Advisory Services, LLC | $1.3M | 15 | 2026-06-30 |
| Game Plan Financial Advisors, LLC | $1.3M | 2 | 2026-06-30 |
| Chatham Capital Group Inc | $1.3M | 0 | 2026-06-30 |
| Checchi Capital Advisers, LLC | $1.3M | 8 | 2026-06-30 |
| Integrated Advisors Network LLC | $1.3M | 79 | 2026-06-30 |
| Asset One Wealth Management LLC | $1.3M | 18 | 2026-06-30 |
| Williams Jones Wealth Management, Llc. | $1.3M | 21 | 2026-06-30 |
| Clark Capital Management Group, Inc. | $1.3M | 1 | 2026-06-30 |
| Gotham Asset Management, LLC | $1.3M | 5 | 2026-06-30 |
| Hanover Advisors Inc | $1.2M | 2 | 2026-06-30 |
| Visionary Wealth Advisors | $1.2M | 46 | 2026-06-30 |
| Rba Wealth Management, LLC | $1.2M | 4 | 2026-06-30 |
| Manning & Napier Advisors LLC | $1.2M | 42 | 2026-06-30 |
| City State Bank | $1.2M | 0 | 2026-06-30 |
| Koshinski Asset Management, Inc. | $1.2M | 69 | 2026-06-30 |
| Comprehensive Money Management Services LLC | $1.2M | 0 | 2026-06-30 |
| Idaho Trust Co | $1.2M | 0 | 2026-06-30 |
| Wealthspire Retirement, LLC | $1.2M | 146 | 2026-06-30 |
| Pinnacle Associates, Ltd. | $1.2M | 33 | 2026-06-30 |
| Northstar Group, Inc. | $1.2M | 5 | 2026-06-30 |
| Jacobs Equity LLC | $1.2M | 3 | 2026-06-30 |
| Zhang Financial LLC | $1.2M | 20 | 2026-06-30 |
| Neuberger Berman Group LLC | $1.2M | 0 | 2026-06-30 |
| Blackrock, Inc. | $1.1M | 0 | 2026-06-30 |
| Wealth Enhancement Trust Services, Inc. | $1.1M | 0 | 2026-06-30 |
| Valeo Financial Advisors, LLC | $1.1M | 108 | 2026-06-30 |
| CIBC World Market Inc. | $1.1M | 0 | 2026-06-30 |
| Essex Financial Services, Inc. | $1.1M | 33 | 2026-06-30 |
| Counterweight Ventures, LLC | $1.1M | 2 | 2026-06-30 |
| Edelman Financial Engines | $1.1M | 722 | 2026-06-30 |
| Eagle Wealth Advisors LLC | $1M | 3 | 2026-06-30 |
| Integrity Alliance, Llc. | $1M | 353 | 2026-06-30 |
| Apexium Financial, LP | $1M | 0 | 2025-09-30 |
| Narwhal Capital Management | $1M | 11 | 2026-06-30 |
| Mission Wealth Management, LP | $1M | 138 | 2026-06-30 |
| Collective Family Office, LLC | $983.5K | 4 | 2026-06-30 |
| Christine Messmer, P.C. | $978.3K | 2 | 2026-06-30 |
| Simmons Bank | $969.1K | 0 | 2026-06-30 |
| The Caprock Group, LLC | $959.3K | 51 | 2026-06-30 |
| Northstar Asset Management Co | $950.7K | 0 | 2026-06-30 |
| Retirement Planning Group, LLC | $948.2K | 0 | 2026-06-30 |
| Rfg Advisory, LLC | $947.5K | 191 | 2026-06-30 |
| Cwa Asset Management Group, LLC | $938.4K | 49 | 2026-06-30 |
| Baldwin Wealth Partners Llc/ma | $930.9K | 17 | 2026-06-30 |
| Brown, Lisle/cummings, Inc. | $922.6K | 8 | 2026-03-31 |
| Davenport & Co LLC | $917.5K | 339 | 2026-06-30 |
| Financial Freedom | $914.3K | 3 | 2026-06-30 |
| Compass Financial Management LLC | $911.9K | 46 | 2026-06-30 |
| Stonebridge Financial Planning Group, LLC | $908.2K | 5 | 2026-06-30 |
| Moneta Group Investment Advisors LLC | $903.1K | 256 | 2026-06-30 |
| TIAA-CREF Individual & Institutional Services, LLC | $885.5K | 1,721 | 2026-06-30 |
| Axxcess Wealth Management, LLC | $864.3K | 38 | 2026-06-30 |
| Tudor Financial, Inc. | $856.6K | 7 | 2026-06-30 |
| Coppell Advisory Solutions LLC | $852K | 76 | 2026-06-30 |
| Citizens Financial Group Inc/ri | $850.2K | 0 | 2026-06-30 |
| Childress Capital Advisors, LLC | $847.6K | 4 | 2026-06-30 |
| Fifth Third Securities, Inc. | $840.8K | 1,014 | 2026-06-30 |
| Alliancebernstein LP | $836.4K | 517 | 2026-06-30 |
| Banque Pictet & Cie SA | $828.9K | 0 | 2026-06-30 |
| World Investment Advisors | $826.9K | 359 | 2026-06-30 |
| Vestmark Advisory Solutions, Inc. | $825.4K | 8 | 2026-06-30 |
| Aqr Capital Management LLC | $824.2K | 1 | 2026-06-30 |
| Openarc Corporate Advisory, LLC | $822.7K | 123 | 2026-06-30 |
| Kingsview Wealth Management, LLC | $821.2K | 115 | 2026-06-30 |
| High Net Worth Advisory Group LLC | $802.1K | 6 | 2026-06-30 |
| Global Financial Private Client, LLC | $796.4K | 5 | 2026-06-30 |
| Fiduciary Trust Co | $788.5K | 0 | 2026-06-30 |