| Jpmorgan Chase & Co | $1.1B | 0 | 2026-06-30 |
| Morgan Stanley | $432.7M | 23,185 | 2026-06-30 |
| Bank of America Corp /de | $383.6M | 0 | 2026-06-30 |
| UBS Group AG | $310.1M | 0 | 2026-06-30 |
| Lpl Financial LLC | $272.3M | 23,458 | 2026-06-30 |
| Envestnet Pmc | $214.3M | 60 | 2026-06-30 |
| Ameriprise Financial Inc | $156.3M | 0 | 2026-06-30 |
| TD Private Client Wealth LLC | $141.7M | 535 | 2026-06-30 |
| Wells Fargo & Company/mn | $134.9M | 0 | 2026-06-30 |
| Raymond James Financial Inc | $119.5M | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $97.1M | 0 | 2026-06-30 |
| Corient Private Wealth LP | $89.3M | 674 | 2026-06-30 |
| Arista Wealth Management, LLC | $87.1M | 11 | 2026-06-30 |
| Joel Isaacson & Co., LLC | $75.1M | 15 | 2026-06-30 |
| Focus Partners Wealth | $73.1M | 1,048 | 2026-06-30 |
| Equitable Holdings, Inc. | $72.4M | 0 | 2026-06-30 |
| Shakespeare Wealth Management, LLC | $69.3M | 6 | 2026-06-30 |
| Private Advisor Group, LLC | $68.8M | 927 | 2026-06-30 |
| Cerity Partners LLC | $58.8M | 777 | 2026-06-30 |
| Mariner, LLC | $51.3M | 0 | 2026-06-30 |
| Petredis Investment Advisors LLC | $46.6M | 7 | 2026-06-30 |
| Hightower Advisors, LLC | $46.5M | 1,046 | 2026-06-30 |
| Essex Financial Services, Inc. | $44.2M | 33 | 2026-06-30 |
| Principle Wealth | $42.6M | 21 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $40.7M | 0 | 2026-06-30 |
| Cetera Investment Advisers | $37.9M | 10,370 | 2026-06-30 |
| Apella Capital, LLC | $36.4M | 104 | 2026-06-30 |
| Royal Bank of Canada | $36.3M | 0 | 2026-06-30 |
| Jones Financial Companies LLLP | $36.3M | 0 | 2026-06-30 |
| Wheelhouse Advisory Group LLC | $31.7M | 12 | 2026-06-30 |
| Kropog Financial Group, LLC | $31M | 4 | 2026-06-30 |
| Merit Financial Group, LLC | $30.5M | 295 | 2026-06-30 |
| Connecticut Wealth Management, LLC | $30.2M | 50 | 2026-06-30 |
| Kestra Advisory Services, LLC | $30M | 1,479 | 2026-06-30 |
| Cornerstone Advisory, LLC | $29.6M | 10 | 2026-06-30 |
| Modern Wealth Management, LLC | $28.7M | 161 | 2026-06-30 |
| Steffes Financial, Ltd | $26.1M | 2 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $25.7M | 2,863 | 2026-06-30 |
| Truist Financial Corp | $25.4M | 0 | 2026-06-30 |
| Quantinno Capital Management LP | $24.8M | 0 | 2026-06-30 |
| Cerro Pacific Wealth Advisors, LLC | $23.8M | 4 | 2026-06-30 |
| MML Investors Services, LLC | $23.5M | 5,120 | 2026-06-30 |
| Curry Webb Wealth Management LLC | $23.4M | 5 | 2026-06-30 |
| Fmr LLC | $23.4M | 0 | 2026-06-30 |
| Composition Wealth, LLC | $22.8M | 76 | 2026-06-30 |
| Sanctuary Advisors, LLC | $22.8M | 401 | 2026-06-30 |
| Rockefeller Capital Management LP | $22.7M | 346 | 2026-06-30 |
| Archpoint Investors | $22.5M | 0 | 2026-06-30 |
| Gotham Asset Management, LLC | $22.3M | 5 | 2026-06-30 |
| Aqr Capital Management LLC | $21.6M | 1 | 2026-06-30 |
| Graves Light Lenhart Wealth, Inc. | $21.4M | 8 | 2026-06-30 |
| Stordahl Capital Management, Inc. | $20.7M | 6 | 2026-06-30 |
| Fil Ltd | $20M | 0 | 2026-06-30 |
| Keystone Financial Services, LLC | $19.4M | 0 | 2026-06-30 |
| Savant Wealth Management | $19.3M | 405 | 2026-06-30 |
| Summit Financial, LLC | $19.1M | 229 | 2026-06-30 |
| Larson Financial Group LLC | $19M | 67 | 2026-06-30 |
| Entrust Financial LLC | $18.1M | 5 | 2026-06-30 |
| Concurrent Investment Advisors, LLC | $16.8M | 349 | 2026-06-30 |
| Conning Inc. | $16.7M | 1 | 2026-06-30 |
| Atria Investments, Inc | $16.5M | 6 | 2026-06-30 |
| Goldman Sachs Group Inc | $16.5M | 0 | 2026-06-30 |
| US Bancorp | $15.5M | 0 | 2026-06-30 |
| Rfg Holdings, Inc. | $15.2M | 8 | 2026-06-30 |
| Fifth Third Securities, Inc. | $15.1M | 1,014 | 2026-06-30 |
| J.W. Cole Advisors, Inc. | $15M | 499 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $14.9M | 1,026 | 2026-06-30 |
| Mutual Advisors, LLC | $14.8M | 153 | 2026-06-30 |
| Relyea Zuckerberg Hanson LLC | $14.4M | 7 | 2026-06-30 |
| Coastline Complete Wealth LLC | $14M | 2 | 2026-03-31 |
| The Caprock Group, LLC | $13.3M | 51 | 2026-06-30 |
| Stifel Financial Corp | $12M | 0 | 2026-06-30 |
| Creative Planning | $11.6M | 1,171 | 2026-06-30 |
| Wealthspire Advisors, LLC | $11M | 237 | 2026-06-30 |
| Magnus Financial Group LLC | $10.6M | 10 | 2026-06-30 |
| Compass Capital Corp /ma/ /adv | $10.2M | 0 | 2026-06-30 |
| Strategies Wealth Advisors, LLC | $10.1M | 18 | 2026-06-30 |
| Citizens Financial Group Inc/ri | $9.9M | 0 | 2026-06-30 |
| Cooper McManus | $9.8M | 63 | 2026-06-30 |
| Jump Financial, LLC | $9.8M | 0 | 2026-06-30 |
| Cozad Asset Management Inc | $9.4M | 20 | 2026-06-30 |
| Alliancebernstein LP | $8.8M | 517 | 2026-06-30 |
| Mgo One Seven LLC | $8.8M | 118 | 2026-06-30 |
| Ehrlich Financial Group | $8.7M | 4 | 2026-06-30 |
| Keystone Financial Group | $8.6M | 34 | 2026-06-30 |
| Zhang Financial LLC | $8.6M | 20 | 2026-06-30 |
| Keybank National Association/oh | $8.5M | 0 | 2026-06-30 |
| Newedge Advisors | $8.3M | 601 | 2026-06-30 |
| &partners | $8M | 555 | 2026-06-30 |
| Huntington National Bank | $7.9M | 0 | 2026-06-30 |
| Onedigital Investment Advisors LLC | $7.5M | 386 | 2026-06-30 |
| Brookstone Capital Management | $7.4M | 337 | 2026-06-30 |
| Elevation Capital Advisory, LLC | $7.3M | 2 | 2026-06-30 |
| Mosaic Family Wealth Partners, LLC | $7.3M | 19 | 2026-06-30 |
| Ethos Financial Group, LLC | $7.2M | 0 | 2026-06-30 |
| Invictus Private Wealth, LLC | $7.2M | 2 | 2026-06-30 |
| Valmark Advisers, Inc. | $7.1M | 295 | 2026-06-30 |
| Northern Trust Corp | $7.1M | 0 | 2026-06-30 |
| Fifth Third Bancorp | $6.7M | 0 | 2026-06-30 |
| Wealthfront Advisers LLC | $6.7M | 40 | 2026-06-30 |
| Independent Financial Group, LLC | $6.5M | 481 | 2026-06-30 |
| Encompass Wealth Advisors, LLC | $6.3M | 4 | 2026-06-30 |
| Absolute Capital Management, LLC | $6.2M | 3 | 2026-06-30 |
| Beacon Pointe Advisors, LLC | $6M | 466 | 2026-06-30 |
| Iams Wealth Management, LLC | $6M | 53 | 2026-06-30 |
| Gross & Hartman Investments LLC | $5.9M | 3 | 2026-06-30 |
| Junk Investment Group, LLC | $5.8M | 2 | 2026-06-30 |
| Northstar Financial Companies, Inc. | $5.8M | 9 | 2026-06-30 |
| Comerica Bank | $5.7M | 0 | 2025-12-31 |
| Sigma Planning Corp | $5.7M | 474 | 2026-06-30 |
| Flagship Wealth Advisors, LLC | $5.4M | 9 | 2026-06-30 |
| Gm Advisory Group, LLC | $5.4M | 0 | 2026-03-31 |
| Two Sigma Investments, LP | $5.3M | 0 | 2026-06-30 |
| Signet Financial Management, LLC | $5.3M | 12 | 2026-03-31 |
| Anson Capital, Inc. | $5.2M | 3 | 2026-06-30 |
| Citigroup Inc | $5.1M | 0 | 2026-06-30 |
| Oneascent Financial Services LLC | $5M | 85 | 2026-06-30 |
| Mesirow Financial Investment Management, Inc. | $4.7M | 92 | 2026-06-30 |
| Mai Capital Management | $4.6M | 308 | 2026-06-30 |
| Cwm, LLC | $4.4M | 667 | 2026-03-31 |
| Kingsview Wealth Management, LLC | $4.4M | 115 | 2026-06-30 |
| Kintra Wealth, LLC | $4.3M | 47 | 2026-06-30 |
| Royal Fund Management, LLC | $4.2M | 83 | 2026-06-30 |
| Dorsey & Whitney Trust Co LLC | $4.2M | 0 | 2026-06-30 |
| Asset Management Group, Inc. | $4.2M | 2 | 2026-06-30 |
| Verum Partners LLC | $4.1M | 16 | 2026-06-30 |
| Arax Advisory Partners | $4.1M | 232 | 2026-06-30 |
| Captrust Financial Advisors | $4.1M | 962 | 2026-06-30 |
| Integrity Alliance, Llc. | $4.1M | 353 | 2026-06-30 |
| Focused Wealth Management, Inc | $4M | 11 | 2026-06-30 |
| Continuum Advisory, LLC | $4M | 40 | 2026-06-30 |
| Apollon Wealth Management, LLC | $3.8M | 151 | 2026-06-30 |
| First Bancorp, Inc /me | $3.8M | 0 | 2026-06-30 |
| Diversify Advisory Services, LLC | $3.8M | 116 | 2026-06-30 |
| Diversify Wealth Management, LLC | $3.8M | 78 | 2026-06-30 |
| Pks Advisory Services, LLC | $3.7M | 46 | 2026-06-30 |
| Great Valley Advisor Group, LLC | $3.7M | 205 | 2026-06-30 |
| Vanguard Advisers Inc | $3.7M | 2,469 | 2026-06-30 |
| Gladstone Institutional Advisory LLC | $3.6M | 108 | 2026-06-30 |
| Diversified Portfolios, Inc. | $3.6M | 10 | 2026-06-30 |
| Mercer Global Advisors Inc /adv | $3.6M | 0 | 2026-06-30 |
| Lazard Asset Management LLC | $3.5M | 32 | 2026-06-30 |
| Vanguard Group Inc | $3.5M | 0 | 2025-12-31 |
| Rwa Wealth Partners, LLC | $3.5M | 72 | 2026-06-30 |
| Moneta Group Investment Advisors LLC | $3.4M | 256 | 2026-06-30 |
| Cresset Asset Management, LLC | $3.4M | 212 | 2026-06-30 |
| D.A. Davidson & Co. | $3.4M | 689 | 2026-06-30 |
| Corecap Advisors, LLC | $3.4M | 118 | 2026-06-30 |
| Garde Capital, Inc. | $3.3M | 9 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $3.2M | 480 | 2026-06-30 |
| Sequoia Financial Group, LLC | $3.2M | 258 | 2026-06-30 |
| Whittier Trust Co | $3.2M | 0 | 2026-06-30 |
| Sherman Wealth Management LLC | $3.1M | 3 | 2026-06-30 |
| Retirement Capital Strategies, Inc. | $3.1M | 2 | 2026-06-30 |
| Tompkins Financial Corp | $3.1M | 0 | 2026-06-30 |
| Cadence Bank | $3M | 0 | 2025-12-31 |
| Jfs Wealth Advisors, LLC | $3M | 33 | 2026-06-30 |
| Lebenthal Global Advisors, LLC | $2.9M | 25 | 2026-06-30 |
| Baird Financial Group, Inc. | $2.9M | 0 | 2026-06-30 |
| Tucker Asset Management LLC | $2.9M | 60 | 2026-06-30 |
| Umb Bank, N.A. | $2.9M | 0 | 2026-06-30 |
| 1900 Wealth | $2.8M | 18 | 2026-06-30 |
| O'Shaughnessy Asset Management, LLC | $2.7M | 58 | 2026-06-30 |
| Hb Wealth Management, LLC | $2.7M | 169 | 2026-06-30 |
| Triton Wealth Management, PLLC | $2.6M | 9 | 2026-06-30 |
| Sierra Capital LLC | $2.6M | 7 | 2026-06-30 |
| Farther Finance Advisors, LLC | $2.6M | 334 | 2026-06-30 |
| Significant Wealth Partners LLC | $2.6M | 4 | 2026-06-30 |
| Windward Private Wealth Management Inc. | $2.5M | 5 | 2026-06-30 |
| Virtue Capital Management, LLC | $2.5M | 89 | 2026-06-30 |
| Ameritas Advisory Services, LLC | $2.5M | 550 | 2026-06-30 |
| Sound View Wealth Advisors Group, LLC | $2.4M | 9 | 2026-06-30 |
| Liberty Square Wealth Partners LLC | $2.4M | 5 | 2026-06-30 |
| Ae Wealth Management LLC | $2.3M | 471 | 2026-06-30 |
| Vise Technologies, Inc. | $2.3M | 0 | 2026-06-30 |
| Essex Bank | $2.3M | 0 | 2026-06-30 |
| Simon Quick Advisors, LLC | $2.3M | 40 | 2026-06-30 |
| Retirement Planning Group, LLC | $2.3M | 0 | 2026-06-30 |
| Cove Private Wealth, LLC | $2.2M | 5 | 2026-06-30 |
| Prospera Financial Services, Inc. | $2.2M | 270 | 2026-06-30 |
| Silver Oak Securities, Incorporated | $2.2M | 117 | 2026-06-30 |
| Bawa N Mallick Trust | $2.2M | 0 | 2026-06-30 |
| Gen Financial Management Inc. | $2.2M | 4 | 2026-06-30 |
| Eversource Wealth Advisors, LLC | $2.2M | 77 | 2026-06-30 |
| Kingswood Wealth Advisors, LLC | $2.2M | 123 | 2026-06-30 |
| CIBC Bancorp USA Inc. | $2.1M | 0 | 2026-06-30 |
| Archer Investment Corp | $2.1M | 78 | 2026-06-30 |
| Ieq Capital, LLC | $2.1M | 197 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $2M | 0 | 2026-06-30 |
| Edelman Financial Engines | $2M | 722 | 2026-06-30 |
| Clearstead; Clearstead Advisory Solutions | $2M | 64 | 2026-06-30 |
| Pinnacle Associates, Ltd. | $2M | 33 | 2026-06-30 |
| Websterrogers Financial Advisors, LLC | $2M | 7 | 2026-06-30 |
| Parsons Capital Management Inc/ri | $2M | 14 | 2026-06-30 |
| Balanced Wealth Group LLC | $1.9M | 5 | 2026-06-30 |
| Boss. Retirement Advisors, LLC | $1.9M | 46 | 2026-06-30 |
| Advisory Services Network | $1.9M | 253 | 2026-06-30 |
| Nicolet Bankshares Inc | $1.9M | 0 | 2026-06-30 |
| High Note Wealth, LLC | $1.9M | 4 | 2026-06-30 |
| Axis Wealth Partners, LLC | $1.9M | 7 | 2026-06-30 |
| Msh Capital Advisors LLC | $1.9M | 20 | 2026-06-30 |
| Blackrock, Inc. | $1.9M | 0 | 2026-06-30 |
| Investment Insight Wealth Management, LLC | $1.8M | 2 | 2026-06-30 |
| World Investment Advisors | $1.8M | 359 | 2026-06-30 |
| Gutierrez Wealth Advisory, LLC | $1.8M | 5 | 2026-06-30 |
| Blair William & Co/il | $1.8M | 329 | 2026-06-30 |
| J. M. Brown & Associates Inc. | $1.8M | 6 | 2026-06-30 |
| Hfg Advisors, Inc. | $1.8M | 0 | 2026-06-30 |
| Grantvest Financial Group LLC | $1.8M | 5 | 2026-06-30 |
| Midwest Financial Network, LLC | $1.8M | 2 | 2026-06-30 |
| Safe Harbor Family Capital, LLC | $1.8M | 1 | 2026-06-30 |
| Allworth Financial, LP | $1.8M | 317 | 2026-06-30 |
| Summit Asset Management, LLC | $1.7M | 6 | 2026-06-30 |
| Kwb Wealth | $1.7M | 10 | 2026-06-30 |
| Western Wealth Management, LLC | $1.7M | 112 | 2026-06-30 |
| Rps Advisory Solutions LLC | $1.7M | 4 | 2026-06-30 |
| Pinnacle Wealth Management Advisory Group, LLC | $1.7M | 10 | 2026-06-30 |
| Cornerstone Wealth Management, LLC | $1.6M | 0 | 2026-06-30 |
| Pathstone Holdings, LLC | $1.6M | 0 | 2026-06-30 |
| Pinnacle Bancorp, Inc. | $1.6M | 0 | 2026-06-30 |
| Americana Partners, LLC | $1.6M | 53 | 2026-06-30 |
| Foundations Investment Advisors, LLC | $1.6M | 302 | 2026-06-30 |
| Ifp Advisors, Inc | $1.6M | 318 | 2026-06-30 |
| Kroeger Financial Partners | $1.6M | 2 | 2026-06-30 |
| Seamount Financial Group Inc | $1.5M | 6 | 2026-06-30 |
| Compass Financial Group, Inc/sd | $1.5M | 7 | 2026-06-30 |
| Compound Planning, Inc. | $1.5M | 75 | 2026-06-30 |
| Global Retirement Partners LLC | $1.5M | 491 | 2026-06-30 |
| Ep Wealth Advisors, LLC | $1.4M | 338 | 2026-06-30 |
| Apollon Financial, LLC | $1.4M | 20 | 2026-06-30 |
| Armor Investment Advisors, LLC | $1.4M | 4 | 2026-06-30 |
| Sbi Securities Co., Ltd. | $1.4M | 0 | 2026-06-30 |
| Facet Wealth, Inc. | $1.4M | 95 | 2026-06-30 |
| Investment Advisory Group LLC | $1.4M | 5 | 2026-06-30 |
| Private Trust Co NA | $1.4M | 0 | 2026-06-30 |
| Schnieders Capital Management, Llc. | $1.3M | 4 | 2026-06-30 |
| Beam Wealth Advisors, Inc. | $1.3M | 25 | 2026-06-30 |
| Hiley Hunt Wealth Management | $1.3M | 3 | 2026-06-30 |
| Coldstream Capital Management Inc | $1.3M | 136 | 2026-06-30 |
| Wealthcare Advisory Partners LLC | $1.3M | 170 | 2026-06-30 |
| Focus Partners Advisor Solutions, LLC | $1.2M | 42 | 2026-06-30 |
| Modera Wealth Management, LLC | $1.2M | 135 | 2026-06-30 |
| Root Financial Partners, LLC | $1.2M | 64 | 2026-06-30 |
| Simplicity Wealth, LLC | $1.2M | 0 | 2026-06-30 |
| Pfg Advisors | $1.2M | 83 | 2026-06-30 |
| Wells Trecaso Financial Group, LLC | $1.2M | 0 | 2025-09-30 |
| Cherrydale Wealth Management, LLC | $1.2M | 1 | 2026-06-30 |
| Glenmede Trust Co NA | $1.2M | 6 | 2026-06-30 |
| Bluesphere Advisors LLC | $1.2M | 4 | 2026-06-30 |
| Florida Financial Advisors, LLC | $1.2M | 857 | 2026-06-30 |