| Lpl Financial LLC | $930.6M | 23,458 | 2026-06-30 |
| Valmark Advisers, Inc. | $369.1M | 295 | 2026-06-30 |
| Goldman Sachs Group Inc | $365.7M | 0 | 2026-06-30 |
| Savant Wealth Management | $353.1M | 405 | 2026-06-30 |
| Morgan Stanley | $323.5M | 23,185 | 2026-06-30 |
| Wealthfront Advisers LLC | $308.3M | 40 | 2026-06-30 |
| Sei Investments Co | $302.4M | 0 | 2026-06-30 |
| Cambridge Associates LLC /ma/ /adv | $285.5M | 0 | 2026-06-30 |
| Focus Partners Wealth | $268.1M | 1,048 | 2026-06-30 |
| Empirical Financial Services, LLC D.b.a. Empirical Wealth Management | $258.5M | 0 | 2026-06-30 |
| Wealthspire Advisors, LLC | $253.4M | 237 | 2026-06-30 |
| Focus Partners Advisor Solutions, LLC | $250.9M | 42 | 2026-06-30 |
| Fmr LLC | $240.6M | 0 | 2026-06-30 |
| Envestnet Pmc | $218.3M | 60 | 2026-06-30 |
| Bank of America Corp /de | $217M | 0 | 2026-06-30 |
| Klingman & Associates, LLC | $131.2M | 9 | 2026-06-30 |
| Hightower Advisors, LLC | $119.9M | 1,046 | 2026-06-30 |
| Mai Capital Management | $117.5M | 308 | 2026-06-30 |
| Alesco Advisors, LLC, An Esl Company | $105.6M | 14 | 2026-06-30 |
| Bok Financial Private Wealth, Inc. | $102M | 27 | 2026-06-30 |
| Wells Fargo & Company/mn | $98.1M | 0 | 2026-06-30 |
| Studio Investment Management LLC | $93.9M | 4 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $92.8M | 0 | 2026-06-30 |
| Cerity Partners LLC | $87.5M | 777 | 2026-06-30 |
| Satovsky Asset Management LLC | $86.3M | 5 | 2026-06-30 |
| Assetmark, Inc | $84.1M | 220 | 2026-06-30 |
| First Interstate Bank | $78.8M | 0 | 2026-06-30 |
| Strategic Financial Services, Inc. | $77.5M | 28 | 2026-06-30 |
| True Link Financial Advisors | $76.6M | 6 | 2026-06-30 |
| Russell Investments Group, Ltd. | $74.3M | 0 | 2026-06-30 |
| Armstrong Advisory Group, Inc | $73.1M | 14 | 2026-06-30 |
| Jpmorgan Chase & Co | $67.1M | 0 | 2026-06-30 |
| Arax Advisory Partners | $65.5M | 232 | 2026-06-30 |
| Etf Architect | $62.3M | 6 | 2026-06-30 |
| Bleakley Financial Group, LLC | $60.8M | 124 | 2026-06-30 |
| Charles Schwab Investment Management Inc | $59.9M | 37 | 2026-06-30 |
| Osaic Holdings, Inc. | $59.5M | 0 | 2026-06-30 |
| Garde Capital, Inc. | $58.1M | 9 | 2026-06-30 |
| Cetera Investment Advisers | $57.6M | 10,370 | 2026-06-30 |
| UBS Group AG | $53.4M | 0 | 2026-06-30 |
| Accredited Investors Inc. | $51M | 3 | 2026-06-30 |
| Ameriprise Financial Inc | $48.4M | 0 | 2026-06-30 |
| Trust Co of Vermont | $45.2M | 0 | 2026-06-30 |
| Altfest L J & Co Inc | $42.8M | 19 | 2026-06-30 |
| Pacific Sage Partners, LLC | $40.7M | 4 | 2026-06-30 |
| Moller Wealth Partners | $40.6M | 2 | 2026-06-30 |
| Raymond James Financial Inc | $40M | 0 | 2026-06-30 |
| Leonard Rickey Investment Advisors P.LLC | $39.8M | 9 | 2026-06-30 |
| Bank of New York Mellon Corp | $39.5M | 0 | 2026-06-30 |
| Financial Plan, Inc. | $39M | 13 | 2026-06-30 |
| Financial Consulate, Inc | $37.1M | 13 | 2026-06-30 |
| Efficient Advisors, LLC | $36.9M | 0 | 2026-03-31 |
| Ethos Capital Management, Inc. | $36M | 4 | 2026-06-30 |
| Beacon Capital Management, Inc. | $35.8M | 26 | 2026-06-30 |
| Silver Oak Wealth Advisors Services, LLC | $34.3M | 3 | 2026-06-30 |
| Mercer Global Advisors Inc /adv | $33.2M | 0 | 2026-06-30 |
| Marotta Asset Management | $33M | 9 | 2026-06-30 |
| Arlington Financial Advisors, LLC | $32.8M | 8 | 2026-06-30 |
| Define Financial, LLC | $32.4M | 5 | 2026-06-30 |
| Kestra Advisory Services, LLC | $32.1M | 1,479 | 2026-06-30 |
| Stratos Investment Management, LLC | $31.3M | 7 | 2026-06-30 |
| Stifel Financial Corp | $31.3M | 0 | 2026-06-30 |
| Ep Wealth Advisors, LLC | $31M | 338 | 2026-06-30 |
| Royal Bank of Canada | $30.2M | 0 | 2026-06-30 |
| Manufacturers Life Insurance Company, the | $30.1M | 0 | 2026-06-30 |
| Northwest Wealth Management, LLC | $30.1M | 21 | 2026-06-30 |
| Adventist Health System/ West | $28.8M | 0 | 2026-06-30 |
| Cornerstone National Bank & Trust Co | $27.3M | 0 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $26.4M | 2,863 | 2026-06-30 |
| Alaska Permanent Capital Management, LLC | $26.2M | 1 | 2026-06-30 |
| Financial Solutions Advisory Group | $25.9M | 8 | 2026-06-30 |
| Webster Bank, N. A. | $25.9M | 0 | 2026-06-30 |
| Ae Wealth Management LLC | $25.8M | 471 | 2026-06-30 |
| Van Strum & Towne Inc | $25.6M | 3 | 2026-06-30 |
| Schorn Wealth LLC | $25.4M | 5 | 2026-06-30 |
| Corient Private Wealth LP | $25.1M | 674 | 2026-06-30 |
| Deane Retirement Strategies, Inc. | $24.9M | 3 | 2026-06-30 |
| Benningfield Financial Advisors, LLC | $21.9M | 3 | 2026-06-30 |
| Fifth Third Bancorp | $21.8M | 0 | 2026-06-30 |
| Woodward Financial Advisors, Inc. | $21.7M | 6 | 2026-06-30 |
| Perigon Wealth Management, LLC | $21.6M | 92 | 2026-06-30 |
| Provise Management Group, LLC | $21.4M | 19 | 2026-06-30 |
| Burton Enright Welch | $21.2M | 12 | 2026-06-30 |
| Chemistry Wealth Management LLC | $21.2M | 7 | 2026-06-30 |
| Swan Capital LLC | $21.2M | 6 | 2026-06-30 |
| Goodman Financial Corp | $21.2M | 19 | 2026-06-30 |
| Mayport Wealth Management | $21.1M | 3 | 2026-06-30 |
| Sjs Investment Services | $21.1M | 19 | 2026-06-30 |
| Bank of Montreal /can | $21M | 0 | 2026-06-30 |
| Brickley Wealth Management | $20.8M | 6 | 2026-06-30 |
| Fairway Wealth LLC | $20.7M | 15 | 2026-06-30 |
| MML Investors Services, LLC | $20.6M | 5,120 | 2026-06-30 |
| Atria Investments, Inc | $19.9M | 6 | 2026-06-30 |
| Sellwood Investment Partners LLC | $19.8M | 8 | 2026-06-30 |
| Portland Global Advisors LLC | $19.6M | 11 | 2026-06-30 |
| Glenview Trust Co | $19.5M | 0 | 2026-06-30 |
| Nova R Wealth, Inc. | $19.4M | 5 | 2026-06-30 |
| Prosperity Planning, Inc. | $19.3M | 11 | 2026-06-30 |
| Lifeworks Advisors, LLC | $18.6M | 42 | 2026-06-30 |
| Wingate Wealth Advisors, Inc. | $18.6M | 15 | 2026-06-30 |
| Alliancebernstein LP | $18.6M | 517 | 2026-06-30 |
| Farther Finance Advisors, LLC | $18.3M | 334 | 2026-06-30 |
| Twin Focus Capital Partners, LLC | $18.3M | 19 | 2026-06-30 |
| Emprise Bank | $18.1M | 0 | 2026-06-30 |
| Asset Management One Co., Ltd. | $18.1M | 0 | 2026-06-30 |
| Logan Park Wealth Management | $18M | 3 | 2026-06-30 |
| Apella Capital, LLC | $18M | 104 | 2026-06-30 |
| Jackson Thornton Wealth Management, LLC | $18M | 9 | 2026-06-30 |
| Beacon Pointe Advisors, LLC | $17.4M | 466 | 2026-06-30 |
| Greystone Financial Group, LLC | $17.3M | 4 | 2026-06-30 |
| Farmers & Merchants Investments Inc | $16.9M | 0 | 2026-06-30 |
| North Star Investment Management Corporation | $16.7M | 11 | 2026-06-30 |
| Baird Financial Group, Inc. | $16.5M | 0 | 2026-06-30 |
| Cresset Asset Management, LLC | $16.1M | 212 | 2026-06-30 |
| Citadel Advisors LLC | $16M | 0 | 2026-06-30 |
| Atmos Advisory, LLC | $15.8M | 4 | 2026-06-30 |
| Blackrock, Inc. | $15.7M | 0 | 2026-06-30 |
| Twelve Points Wealth Management LLC | $15.3M | 20 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $15M | 480 | 2026-06-30 |
| Carnegie Investment Counsel | $14.4M | 37 | 2026-06-30 |
| Verus Financial Partners, Inc. | $14.4M | 12 | 2026-06-30 |
| Alaska Wealth Advisors, LLC | $14.3M | 13 | 2026-06-30 |
| Baron Financial Group, LLC | $13.7M | 4 | 2026-06-30 |
| Savvy Advisors, Inc. | $13.6M | 214 | 2026-06-30 |
| Equitable Holdings, Inc. | $13.6M | 0 | 2026-06-30 |
| 55 North Private Wealth, LLC | $13.5M | 7 | 2026-06-30 |
| Beaird Harris Wealth Management, LLC | $13.4M | 18 | 2026-06-30 |
| Rehmann Capital Advisory Group | $13.3M | 42 | 2026-06-30 |
| Vertrix Wealth Management, LLC | $13.2M | 6 | 2026-06-30 |
| The Advocate Group, LLC | $13M | 9 | 2026-06-30 |
| Mgo One Seven LLC | $12.9M | 118 | 2026-06-30 |
| Ameritas Advisory Services, LLC | $12.9M | 550 | 2026-06-30 |
| Mariner, LLC | $12.7M | 0 | 2026-06-30 |
| McLean Asset Management Corp. | $12.7M | 16 | 2026-06-30 |
| Private Wealth Asset Management | $12.4M | 22 | 2026-06-30 |
| Sb Capital Management Inc | $12M | 0 | 2025-12-31 |
| Amg National Trust Bank | $11.9M | 0 | 2026-06-30 |
| Roberts Glore & Co Inc /il | $11.9M | 0 | 2026-06-30 |
| Summit Financial, LLC | $11.8M | 229 | 2026-06-30 |
| Merit Financial Group, LLC | $11.7M | 295 | 2026-06-30 |
| Hamel Associates, Inc. | $11.7M | 4 | 2026-06-30 |
| Fidelis Im | $11.6M | 1 | 2026-06-30 |
| Brady Martz Wealth Solutions, LLC | $11.6M | 8 | 2026-06-30 |
| Creative Planning | $11.5M | 1,171 | 2026-06-30 |
| Onedigital Investment Advisors LLC | $11.3M | 386 | 2026-06-30 |
| Signet Financial Management, LLC | $11.3M | 12 | 2026-03-31 |
| Principal Securities, Inc. | $11.3M | 1,463 | 2026-06-30 |
| Connable Office Inc | $11.1M | 0 | 2026-06-30 |
| Frisco Financial Planning LLC | $11.1M | 1 | 2026-06-30 |
| Kondo Wealth Advisors, Inc. | $11M | 2 | 2026-06-30 |
| Net Worth Advisory Group, LLC | $11M | 15 | 2026-06-30 |
| Opes Wealth Management LLC | $10.9M | 0 | 2026-03-31 |
| Financial & Tax Architects, LLC | $10.6M | 38 | 2026-06-30 |
| Aurelius Family Office LLC | $10.6M | 5 | 2026-06-30 |
| Marble Trail Advisors | $10.6M | 4 | 2026-06-30 |
| Leuthold Weeden Capital Management | $10.5M | 3 | 2026-06-30 |
| Lifewealth Investments, LLC | $10.4M | 9 | 2026-06-30 |
| Factor Wealth Management | $10.3M | 5 | 2026-06-30 |
| Sepio Capital, LP | $10.2M | 19 | 2026-06-30 |
| Citigroup Inc | $10.2M | 0 | 2026-06-30 |
| Ethos Financial Group, LLC | $10.1M | 0 | 2026-06-30 |
| Summit Portfolio Management, Ltd. | $10M | 5 | 2026-03-31 |
| Trust Co | $10M | 0 | 2026-06-30 |
| Magnus Financial Group LLC | $9.9M | 10 | 2026-06-30 |
| Sovereign Financial Group, Inc. | $9.9M | 23 | 2026-06-30 |
| Almanack Investment Partners, Llc. | $9.8M | 14 | 2026-06-30 |
| C M Bidwell & Associates Ltd | $9.7M | 4 | 2026-06-30 |
| Quadrature Capital Ltd | $9.7M | 0 | 2026-06-30 |
| Atlas Capital Advisors Inc. | $9.6M | 8 | 2026-06-30 |
| Svrn Asset Management, LLC | $9.6M | 1 | 2026-06-30 |
| Rockefeller Capital Management LP | $9.5M | 346 | 2026-06-30 |
| Simplifi, Inc. | $9.5M | 2 | 2026-06-30 |
| Shankervalleau Wealth Advisors, Inc. | $9.5M | 4 | 2026-06-30 |
| Xy Planning Network, Inc. | $9.5M | 0 | 2026-06-30 |
| Finhabits Advisors LLC | $9.5M | 2 | 2026-06-30 |
| Cherry Tree Wealth Management, LLC | $9.5M | 9 | 2026-03-31 |
| Nvwm, LLC | $9.3M | 9 | 2026-06-30 |
| Graves Light Lenhart Wealth, Inc. | $9.1M | 8 | 2026-06-30 |
| Wright Wealth LLC | $9.1M | 7 | 2026-06-30 |
| White Lighthouse Investment Management Inc. | $9M | 6 | 2026-06-30 |
| Hbe Wealth Management, LLC | $9M | 5 | 2026-06-30 |
| Clarity Capital Advisors, LLC | $8.9M | 2 | 2026-06-30 |
| Whitegate Investment Counselors, Inc. | $8.9M | 3 | 2026-06-30 |
| Jeppson Wealth Management, LLC | $8.9M | 6 | 2026-06-30 |
| Robinswood Financial LLC | $8.9M | 6 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $8.6M | 481 | 2026-06-30 |
| Bouvel Investment Partners, LLC | $8.5M | 3 | 2026-06-30 |
| Gradient Capital Advisors, LLC | $8.5M | 5 | 2026-06-30 |
| Bulwark Capital Corp | $8.5M | 2 | 2026-06-30 |
| Envestnet Portfolio Solutions, Inc. | $8.5M | 3 | 2026-06-30 |
| Rwa Wealth Partners, LLC | $8.4M | 72 | 2026-06-30 |
| Newedge Advisors | $8.4M | 601 | 2026-06-30 |
| Guild Investment Management, Inc. | $8.3M | 2 | 2026-06-30 |
| Jones Financial Companies LLLP | $8.2M | 0 | 2026-06-30 |
| Advisory Services Network | $8.2M | 253 | 2026-06-30 |
| Family Cfo Inc | $8.2M | 0 | 2026-06-30 |
| Roundview Capital, LLC | $8.2M | 5 | 2026-06-30 |
| North Ridge Wealth Advisors, Inc. | $8M | 0 | 2026-03-31 |
| Truewealth Financial Partners | $8M | 5 | 2026-06-30 |
| Palladiem, LLC | $8M | 0 | 2026-06-30 |
| Family Wealth Partners, LLC | $8M | 0 | 2026-06-30 |
| Allworth Financial, LP | $7.9M | 317 | 2026-06-30 |
| Procyon | $7.9M | 53 | 2026-06-30 |
| Good Harbor Advisors, Inc. | $7.8M | 4 | 2026-06-30 |
| Plum Street Advisors, LLC | $7.7M | 6 | 2026-06-30 |
| Scotia Capital Inc. | $7.7M | 0 | 2026-06-30 |
| First Business Financial Services, Inc. | $7.5M | 0 | 2026-06-30 |
| Yeomans Consulting Group, Inc. | $7.5M | 0 | 2025-12-31 |
| Friday Financial | $7.4M | 31 | 2026-06-30 |
| Curran Financial Partners, LLC | $7.3M | 16 | 2026-06-30 |
| Breakwater Capital Group | $7.2M | 5 | 2026-06-30 |
| Aqr Capital Management LLC | $7.1M | 1 | 2026-06-30 |
| 3edge Asset Management, LP | $7.1M | 15 | 2026-06-30 |
| Certified Advisory Corp | $7.1M | 17 | 2026-06-30 |
| Ballast Advisors LLC | $7.1M | 6 | 2026-06-30 |
| Private Wealth Advisors, LLC | $6.9M | 2 | 2026-06-30 |
| Hutchinson Capital Management/ca | $6.8M | 0 | 2026-06-30 |
| Elevation Capital Advisory, LLC | $6.8M | 2 | 2026-06-30 |
| Tru Independence Asset Management 2, LLC | $6.7M | 4 | 2026-06-30 |
| Meritas Wealth Management, LLC | $6.7M | 6 | 2026-06-30 |
| Global Wealth Management, LLC | $6.7M | 2 | 2026-06-30 |
| Tilson Financial Group Inc | $6.7M | 7 | 2026-06-30 |
| Greenbush Financial Group, LLC | $6.6M | 4 | 2026-06-30 |
| Banco Santander, S.A. | $6.5M | 0 | 2026-06-30 |
| Peirce Capital Management, LLC | $6.4M | 5 | 2026-06-30 |
| Secure Asset Management, LLC | $6.4M | 55 | 2026-06-30 |
| Fort Vancouver Investment Management, LLC | $6.4M | 4 | 2026-06-30 |
| Private Advisor Group, LLC | $6.4M | 927 | 2026-06-30 |
| Pierson Wealth Management | $6.3M | 3 | 2026-06-30 |
| Manuka Financial | $6.2M | 2 | 2026-06-30 |
| Callan Family Office, LLC | $6.1M | 0 | 2026-06-30 |
| Morningstar Investment Management LLC | $6.1M | 25 | 2026-06-30 |
| Fairview Capital Investment Management, LLC | $6.1M | 0 | 2026-06-30 |
| Spire Wealth Management | $6M | 3 | 2026-06-30 |
| Lido Advisors, LLC | $6M | 320 | 2026-06-30 |
| Symmetry Partners, LLC | $5.9M | 23 | 2026-06-30 |
| Mirae Asset Global Investments Co., Ltd. | $5.9M | 0 | 2026-06-30 |
| Essential Planning, Llc. | $5.9M | 3 | 2026-06-30 |
| Cardiff Park Advisors, LLC | $5.8M | 1 | 2026-06-30 |
| Pinnacle Financial Partners, Inc. | $5.8M | 0 | 2026-06-30 |
| Advisory Alpha, LLC | $5.8M | 66 | 2026-06-30 |
| Aspirean Wealth, LLC | $5.8M | 6 | 2026-06-30 |
| Mullaney, Keating & Wright, Inc. | $5.8M | 3 | 2026-06-30 |
| Tme Financial, Inc. | $5.8M | 2 | 2026-06-30 |
| Northern Lights Advisors, Inc. | $5.7M | 4 | 2026-06-30 |
| Shotwell Rutter Baer Inc | $5.6M | 5 | 2026-06-30 |
| Tidal Investments LLC | $5.5M | 0 | 2026-06-30 |
| Aerodigm Wealth, LLC | $5.3M | 7 | 2026-06-30 |
| Blueprint Investment Partners LLC | $5.3M | 5 | 2026-06-30 |
| Squire Investment Management Company, LLC | $5.2M | 12 | 2026-06-30 |