| Rakuten Investment Management, Inc. | $2.4B | 0 | 2026-06-30 |
| Morgan Stanley | $1.7B | 23,185 | 2026-06-30 |
| Cambridge Associates LLC /ma/ /adv | $1.4B | 0 | 2026-06-30 |
| Bank of America Corp /de | $836.7M | 0 | 2026-06-30 |
| UBS Group AG | $758.6M | 0 | 2026-06-30 |
| Schroder Investment Management Group | $462.8M | 0 | 2026-06-30 |
| Royal Bank of Canada | $406.3M | 0 | 2026-06-30 |
| Northern Trust Corp | $391.1M | 0 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $367.8M | 0 | 2026-06-30 |
| Brandywine Trust Co | $330.5M | 0 | 2026-06-30 |
| Envestnet Pmc | $329.1M | 60 | 2026-06-30 |
| Angeles Wealth Management, LLC | $237.8M | 9 | 2026-06-30 |
| Jane Street Group, LLC | $219.7M | 0 | 2026-06-30 |
| Scs Capital Management LLC | $218.9M | 80 | 2026-06-30 |
| Global Endowment Management, LP | $209M | 0 | 2026-06-30 |
| Alliancebernstein LP | $204.9M | 517 | 2026-06-30 |
| Lpl Financial LLC | $198.3M | 23,458 | 2026-06-30 |
| Wells Fargo & Company/mn | $195.2M | 0 | 2026-06-30 |
| Permanent Capital Management, LP | $182.1M | 1 | 2026-06-30 |
| Rockefeller Capital Management LP | $176.7M | 346 | 2026-06-30 |
| Brown Advisory Inc | $156M | 0 | 2026-06-30 |
| Vernal Point Advisors, LLC | $149.8M | 6 | 2026-06-30 |
| Cetera Investment Advisers | $148.9M | 10,370 | 2026-06-30 |
| US Bancorp | $148.5M | 0 | 2026-06-30 |
| Dc Investments Management, LLC | $137.7M | 0 | 2026-06-30 |
| Cerity Partners Ocio LLC | $137.5M | 2 | 2026-06-30 |
| Raymond James Financial Inc | $130.7M | 0 | 2026-06-30 |
| Cresset Asset Management, LLC | $128M | 212 | 2026-06-30 |
| Nepc LLC | $125.7M | 1 | 2026-06-30 |
| Sbi Securities Co., Ltd. | $124.6M | 0 | 2026-06-30 |
| Quantinno Capital Management LP | $118.7M | 0 | 2026-06-30 |
| UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC | $118.1M | 0 | 2026-06-30 |
| Zhang Financial LLC | $116.1M | 20 | 2026-06-30 |
| Barings LLC | $115M | 0 | 2026-06-30 |
| Mariner, LLC | $109.6M | 0 | 2026-06-30 |
| Ameriprise Financial Inc | $104.3M | 0 | 2026-06-30 |
| Jones Financial Companies LLLP | $104.1M | 0 | 2026-06-30 |
| Onedigital Investment Advisors LLC | $101.5M | 386 | 2026-06-30 |
| Cerity Partners LLC | $98.9M | 777 | 2026-06-30 |
| Wind River Trust Co | $97.7M | 0 | 2026-06-30 |
| Goldman Sachs Group Inc | $96.6M | 0 | 2026-06-30 |
| Hightower Advisors, LLC | $96.1M | 1,046 | 2026-06-30 |
| Partners Capital Investment Group, LLP | $95.3M | 1 | 2026-06-30 |
| Tiff Advisory Services, LLC | $94.4M | 0 | 2026-06-30 |
| Corient Private Wealth LP | $93.5M | 674 | 2026-06-30 |
| Sageworth Trust Co | $89.2M | 0 | 2026-06-30 |
| Alta Advisers Ltd | $88.2M | 0 | 2026-06-30 |
| Jpmorgan Chase & Co | $88.1M | 0 | 2026-06-30 |
| Mai Capital Management | $84.9M | 308 | 2026-06-30 |
| Newedge Advisors | $83.2M | 601 | 2026-06-30 |
| Allianz Asset Management GMBH | $78.4M | 0 | 2026-06-30 |
| Prudential PLC | $78.1M | 0 | 2026-06-30 |
| Diversify Advisory Services, LLC | $74.8M | 116 | 2026-06-30 |
| Diversify Wealth Management, LLC | $74.8M | 78 | 2026-06-30 |
| Bleakley Financial Group, LLC | $74.1M | 124 | 2026-06-30 |
| Bank Julius Baer & Co. Ltd, Zurich | $73M | 0 | 2026-06-30 |
| Inscription Capital, LLC | $72.8M | 12 | 2026-06-30 |
| Tlt Family Holdco Ulc | $70.8M | 0 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $70.4M | 2,863 | 2026-06-30 |
| Focus Partners Wealth | $70.2M | 1,048 | 2026-06-30 |
| Fort Washington Investment Advisors Inc /oh | $69M | 0 | 2026-06-30 |
| 3edge Asset Management, LP | $66.2M | 15 | 2026-06-30 |
| Creative Planning | $65.3M | 1,171 | 2026-06-30 |
| Laird Norton Wetherby Trust Company, LLC | $62.7M | 0 | 2026-06-30 |
| Bip Wealth, LLC | $62.1M | 62 | 2026-06-30 |
| Yarbrough Capital, LLC | $61.3M | 0 | 2026-06-30 |
| Jasper Ridge Partners, LP | $61.1M | 0 | 2026-06-30 |
| Truist Financial Corp | $60.5M | 0 | 2026-06-30 |
| Sollinda Capital Management LLC | $58.3M | 17 | 2026-06-30 |
| MML Investors Services, LLC | $55.4M | 5,120 | 2026-06-30 |
| Osaic Holdings, Inc. | $54.7M | 0 | 2026-06-30 |
| Brighton Jones LLC | $53.5M | 159 | 2026-06-30 |
| University of Chicago | $51.7M | 0 | 2026-06-30 |
| Bernzott Capital Advisors | $50.3M | 3 | 2026-06-30 |
| Evelyn Partners Group Ltd | $48M | 0 | 2026-06-30 |
| Threadgill Financial, LLC | $46.2M | 2 | 2026-06-30 |
| Prentice Wealth Management LLC | $44.4M | 5 | 2026-06-30 |
| Mirae Asset Global Investments Co., Ltd. | $42.9M | 0 | 2026-06-30 |
| Clearstead; Clearstead Advisory Solutions | $41.8M | 64 | 2026-06-30 |
| Glenmede Trust Co NA | $40.9M | 6 | 2026-06-30 |
| Madrone Advisors, LLC | $40.3M | 0 | 2026-06-30 |
| Wj Interests, LLC | $38M | 7 | 2026-06-30 |
| Stifel Financial Corp | $37.5M | 0 | 2026-06-30 |
| Amitell Capital Pte Ltd | $37.2M | 0 | 2026-06-30 |
| Fsm Wealth Advisors, LLC | $36.8M | 16 | 2026-06-30 |
| &partners | $36.7M | 555 | 2026-06-30 |
| Bank of New York Mellon Corp | $36.1M | 0 | 2026-06-30 |
| Simon Quick Advisors, LLC | $36.1M | 40 | 2026-06-30 |
| Accredited Investors Inc. | $35.3M | 3 | 2026-06-30 |
| Topor & Co. Korea | $34.9M | 0 | 2026-06-30 |
| Proficio Capital Partners LLC | $34.6M | 2 | 2026-06-30 |
| Ethos Financial Group, LLC | $34.5M | 0 | 2026-06-30 |
| Retirement Capital Strategies, Inc. | $34.2M | 2 | 2026-06-30 |
| Lockheed Martin Investment Management Co | $34.1M | 0 | 2026-06-30 |
| Fisher Asset Management, LLC | $33.3M | 2,984 | 2026-06-30 |
| Sivia Capital Partners, LLC | $32.9M | 2 | 2026-06-30 |
| Banco Bilbao Vizcaya Argentaria, S.A. | $32.9M | 0 | 2026-06-30 |
| Mesirow Financial Investment Management, Inc. | $32.8M | 92 | 2026-06-30 |
| Pictet North America Advisors SA | $32.4M | 0 | 2026-06-30 |
| Mather Group, Llc. | $32.4M | 110 | 2026-06-30 |
| Compass Advisors | $32M | 5 | 2026-06-30 |
| Goalfusion Wealth Management, LLC | $31.7M | 3 | 2026-06-30 |
| Tsg Advice Partners, LLC | $31.5M | 11 | 2026-03-31 |
| Wealthfront Advisers LLC | $30.3M | 40 | 2026-06-30 |
| Fifth Third Bancorp | $29.1M | 0 | 2026-06-30 |
| Coldstream Capital Management Inc | $28.9M | 136 | 2026-06-30 |
| Kestra Advisory Services, LLC | $28.5M | 1,479 | 2026-06-30 |
| Mercer Global Advisors Inc /adv | $28.3M | 0 | 2026-06-30 |
| Addison Capital Co | $28.2M | 3 | 2026-06-30 |
| Laurel Oak Wealth Management, LLC | $28.1M | 14 | 2026-06-30 |
| Laird Norton Wetherby Wealth Management, LLC | $27.5M | 61 | 2025-09-30 |
| Wealth Architects, LLC | $26.7M | 15 | 2026-06-30 |
| Sterling Capital Management LLC | $26.3M | 33 | 2026-06-30 |
| Farther Finance Advisors, LLC | $26.1M | 334 | 2026-06-30 |
| Fmr LLC | $26M | 0 | 2026-06-30 |
| Blackrock, Inc. | $25.9M | 0 | 2026-06-30 |
| Lanham O'Dell & Company, Inc. | $25.9M | 0 | 2025-12-31 |
| Heritage Wealth Advisors | $25.8M | 15 | 2026-06-30 |
| Moneta Group Investment Advisors LLC | $24.6M | 256 | 2026-06-30 |
| Intelligent Financial Strategies | $24.5M | 1 | 2026-06-30 |
| Wealthspire Advisors, LLC | $24.1M | 237 | 2026-06-30 |
| Coyle Financial Counsel LLC | $23.2M | 11 | 2026-06-30 |
| Weil Company, Inc. | $23M | 13 | 2026-06-30 |
| Summit Trail Advisors, LLC | $22.7M | 27 | 2026-06-30 |
| Lido Advisors, LLC | $22.4M | 320 | 2026-06-30 |
| Evanson Financial, LLC | $21.6M | 4 | 2026-06-30 |
| Evelyn Partners Asset Management Limited | $21.6M | 0 | 2026-03-31 |
| Highland Investment Advisors LLC | $21.4M | 10 | 2026-06-30 |
| Aa Financial Advisors, LLC | $21.1M | 12 | 2026-06-30 |
| Smartleaf Asset Management LLC | $21M | 9 | 2026-06-30 |
| Goldstone Financial Group, LLC | $20.4M | 17 | 2026-06-30 |
| Benjamin Edwards Inc | $20.4M | 0 | 2026-06-30 |
| Hoge Financial Services, LLC | $19.8M | 6 | 2026-06-30 |
| Gotham Asset Management, LLC | $19.3M | 5 | 2026-06-30 |
| Capital Group Private Client Services, Inc. | $19.3M | 106 | 2026-06-30 |
| Evanson Asset Management, LLC | $19M | 0 | 2026-03-31 |
| Red Wave Investments LLC | $18.8M | 2 | 2026-06-30 |
| Consilio Wealth Advisors, LLC | $18.6M | 7 | 2026-06-30 |
| Stratos Wealth Advisors, LLC | $18.6M | 71 | 2026-06-30 |
| Stonehage Fleming Financial Services Holdings Ltd | $18.3M | 0 | 2026-06-30 |
| Bank of Nova Scotia | $18.3M | 0 | 2026-06-30 |
| Beacon Pointe Advisors, LLC | $18.3M | 466 | 2026-06-30 |
| New England Private Wealth Advisors LLC | $18.2M | 12 | 2026-06-30 |
| Vanguard Group Inc | $18.1M | 0 | 2025-12-31 |
| Vanguard National Trust Co | $18M | 0 | 2026-06-30 |
| Basecamp Wealth Advisors LLC | $18M | 5 | 2026-06-30 |
| Systelligence, LLC | $18M | 3 | 2026-06-30 |
| Loomis Sayles & Co L P | $17.9M | 0 | 2026-06-30 |
| Rathbones Group PLC | $17.8M | 0 | 2026-06-30 |
| Three Bridge Wealth Advisors, LLC | $16.8M | 2 | 2026-06-30 |
| M&T Bank Corp | $16.7M | 0 | 2026-06-30 |
| Dorval Corp | $16.6M | 3 | 2026-06-30 |
| Choate Investment Advisors | $16.5M | 15 | 2026-06-30 |
| Angeles Investment Advisors, LLC | $16.5M | 0 | 2026-06-30 |
| Foster Group, Inc. | $16.3M | 58 | 2026-06-30 |
| Geowealth Management, LLC | $16.3M | 0 | 2026-06-30 |
| Robertson Stephens Wealth Management, LLC | $16.2M | 72 | 2026-06-30 |
| Bbr Partners, LLC | $16.2M | 60 | 2026-06-30 |
| Vontobel Holding Ltd. | $16.1M | 0 | 2026-06-30 |
| New Edge Wealth | $15.9M | 151 | 2026-06-30 |
| Nest Investments, LLC | $15.8M | 11 | 2026-06-30 |
| Disciplina Capital Management LLC | $15.6M | 3 | 2026-06-30 |
| Choreo, LLC | $15.6M | 148 | 2026-06-30 |
| Marex Group Ltd | $15.6M | 0 | 2026-06-30 |
| Long Island Wealth Management, Inc. | $15.6M | 1 | 2026-06-30 |
| Fi3 Financial Advisors, LLC | $15.2M | 9 | 2026-06-30 |
| Orcam Financial Group, LLC | $15M | 1 | 2026-06-30 |
| Park Edge Advisors, LLC | $14.7M | 5 | 2026-06-30 |
| Bank of Montreal /can | $14.6M | 0 | 2026-06-30 |
| Fourpath Capital Management, LLC | $14.5M | 7 | 2026-06-30 |
| Bridgewater Advisors Inc. | $14.4M | 14 | 2026-06-30 |
| Comerica Bank | $14.2M | 0 | 2025-12-31 |
| Richard Bernstein Advisors LLC | $14.2M | 0 | 2026-03-31 |
| Proffitt & Goodson Inc. | $14.1M | 6 | 2026-06-30 |
| McKinley Carter Wealth Services, Inc. | $14.1M | 25 | 2026-06-30 |
| Stephens Inc /ar | $14M | 243 | 2026-06-30 |
| Aspen Grove Capital, LLC | $14M | 8 | 2026-06-30 |
| Clear Creek Financial Management, LLC | $14M | 44 | 2026-06-30 |
| Private Advisor Group, LLC | $13.9M | 927 | 2026-06-30 |
| Hb Wealth Management, LLC | $13.9M | 169 | 2026-06-30 |
| Newport Capital Group, LLC | $13.9M | 0 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $13.7M | 1,026 | 2026-06-30 |
| Pathstone Holdings, LLC | $13.7M | 0 | 2026-06-30 |
| Lighthouse Investment Partners, LLC | $13.6M | 0 | 2026-06-30 |
| Leavell Investment Management, Inc. | $13.6M | 25 | 2026-06-30 |
| Oxford Financial Group, Ltd. LLC | $13.4M | 50 | 2026-06-30 |
| Sequoia Financial Group, LLC | $13.3M | 258 | 2026-06-30 |
| Nyl Investors LLC | $13.2M | 0 | 2026-06-30 |
| Vestmark Advisory Solutions, Inc. | $13.1M | 8 | 2026-06-30 |
| Waverly Advisors, LLC | $12.8M | 231 | 2026-06-30 |
| Okabena Investment Services Inc | $12.6M | 4 | 2026-06-30 |
| Bernardo Wealth Planning LLC | $12.6M | 11 | 2026-06-30 |
| Wbh Advisory Inc | $12.5M | 11 | 2026-06-30 |
| Pacific Park Financial, Inc. | $12.2M | 1 | 2026-06-30 |
| Frisch Financial Group, Inc. | $12.2M | 6 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $12.1M | 480 | 2026-06-30 |
| Seldon Capital LP | $11.9M | 0 | 2026-06-30 |
| Hirtle & Co., LLC | $11.8M | 0 | 2026-06-30 |
| Joel Isaacson & Co., LLC | $11.7M | 15 | 2026-06-30 |
| Renaissance Technologies LLC | $11.6M | 0 | 2026-06-30 |
| Sanctuary Advisors, LLC | $11.4M | 401 | 2026-06-30 |
| United Capital Financial Advisors, LLC | $11.3M | 166 | 2026-06-30 |
| Capital Investment Advisory Services, LLC | $11.2M | 103 | 2026-06-30 |
| Moody National Bank Trust Division | $11.2M | 0 | 2026-06-30 |
| Seven Post Investment Office LP | $11M | 14 | 2026-06-30 |
| Compass Ion Advisors, LLC | $11M | 17 | 2026-06-30 |
| Wedmont Private Capital | $11M | 12 | 2026-06-30 |
| Aqr Capital Management LLC | $10.9M | 1 | 2026-06-30 |
| Vise Technologies, Inc. | $10.9M | 0 | 2026-06-30 |
| Concurrent Investment Advisors, LLC | $10.8M | 349 | 2026-06-30 |
| CIBC World Market Inc. | $10.4M | 0 | 2026-06-30 |
| Fas Wealth Partners, Inc. | $10.4M | 23 | 2026-06-30 |
| Etf Architect | $10.3M | 6 | 2026-06-30 |
| Belpointe Asset Management LLC | $10.2M | 170 | 2026-06-30 |
| Sym Financial Corp | $10.1M | 33 | 2026-06-30 |
| Financial Symmetry Inc | $10.1M | 16 | 2026-06-30 |
| Atria Investments, Inc | $10M | 6 | 2026-06-30 |
| Lakewood Asset Management, LLC | $10M | 4 | 2026-06-30 |
| Stratos Wealth Partners, Ltd. | $9.9M | 386 | 2026-06-30 |
| Captrust Financial Advisors | $9.9M | 962 | 2026-06-30 |
| Heritage Investment Group, Inc. | $9.8M | 12 | 2026-06-30 |
| St. Louis Trust Co | $9.8M | 0 | 2026-06-30 |
| Pds Planning, Inc | $9.8M | 10 | 2026-06-30 |
| Venture Visionary Partners LLC | $9.7M | 31 | 2026-06-30 |
| Waldron Private Wealth | $9.7M | 42 | 2026-06-30 |
| Vestwell Advisors, LLC | $9.7M | 8 | 2026-06-30 |
| Mutual Advisors, LLC | $9.7M | 153 | 2026-06-30 |
| Boxwood Ventures, Inc. | $9.6M | 0 | 2026-06-30 |
| Nisa Investment Advisors, LLC | $9.6M | 82 | 2026-06-30 |
| 49 Wealth Management, LLC | $9.4M | 146 | 2026-06-30 |
| Alongside, LLC | $9.4M | 25 | 2026-06-30 |
| Walter & Keenan Wealth Management LLC /in/ /adv | $9.3M | 6 | 2026-06-30 |
| University of Texas/texas Am Investment Management Co | $9.3M | 0 | 2026-06-30 |
| Westmount Partners, LLC | $9.3M | 26 | 2026-06-30 |
| Rwa Wealth Partners, LLC | $9.3M | 72 | 2026-06-30 |
| Elevation Point Wealth Partners, LLC | $9.1M | 56 | 2026-06-30 |
| Banco Santander, S.A. | $9M | 0 | 2026-06-30 |
| American National Bank of Texas | $8.9M | 0 | 2026-06-30 |
| Merit Financial Group, LLC | $8.9M | 295 | 2026-06-30 |
| Fiduciary Trust Co | $8.8M | 0 | 2026-06-30 |
| Atlas Capital Advisors Inc. | $8.7M | 8 | 2026-06-30 |
| Perigon Wealth Management, LLC | $8.7M | 92 | 2026-06-30 |
| Cullen/frost Bankers, Inc. | $8.5M | 0 | 2026-06-30 |
| Twin Focus Capital Partners, LLC | $8.5M | 19 | 2026-06-30 |
| Bernicke Wealth Management | $8.4M | 12 | 2026-06-30 |
| Bluespring Wealth Management, LLC | $8.4M | 50 | 2026-06-30 |
| Investments & Financial Planning, LLC | $8.4M | 3 | 2026-06-30 |
| Nwf Advisory Services Inc. | $8.2M | 106 | 2026-06-30 |
| Fifth Third Securities, Inc. | $8.1M | 1,014 | 2026-06-30 |
| Sovran Advisors, LLC | $8.1M | 70 | 2026-06-30 |