| Morgan Stanley | $654.1M | 23,185 | 2026-06-30 |
| Bank of America Corp /de | $623.7M | 0 | 2026-06-30 |
| UBS Group AG | $419.3M | 0 | 2026-06-30 |
| Orgel Wealth Management, LLC | $302.9M | 31 | 2026-06-30 |
| Marex Group Ltd | $300.2M | 0 | 2026-06-30 |
| Lpl Financial LLC | $283.6M | 23,458 | 2026-06-30 |
| Envestnet Pmc | $275.1M | 60 | 2026-06-30 |
| Jones Financial Companies LLLP | $273.6M | 0 | 2026-06-30 |
| Wells Fargo & Company/mn | $244.7M | 0 | 2026-06-30 |
| Ameriprise Financial Inc | $229.3M | 0 | 2026-06-30 |
| Royal Bank of Canada | $194.8M | 0 | 2026-06-30 |
| Captrust Financial Advisors | $178.1M | 962 | 2026-06-30 |
| Raymond James Financial Inc | $167.8M | 0 | 2026-06-30 |
| Confluence Wealth Services, Inc. | $150.3M | 45 | 2026-06-30 |
| Mariner, LLC | $94.5M | 0 | 2026-06-30 |
| Hightower Advisors, LLC | $83.9M | 1,046 | 2026-06-30 |
| Creative Planning | $70.8M | 1,171 | 2026-06-30 |
| Cetera Investment Advisers | $66.4M | 10,370 | 2026-06-30 |
| Summit Financial Wealth Advisors, LLC | $65.8M | 17 | 2026-06-30 |
| PNC Financial Services Group, Inc. | $64.2M | 0 | 2026-06-30 |
| Cwm, LLC | $63.4M | 667 | 2026-03-31 |
| Equitable Holdings, Inc. | $61.1M | 0 | 2026-06-30 |
| Osaic Holdings, Inc. | $55.9M | 0 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $47M | 2,863 | 2026-06-30 |
| Jpmorgan Chase & Co | $46.9M | 0 | 2026-06-30 |
| Hilton Capital Management, LLC | $45.9M | 7 | 2026-06-30 |
| Mercer Global Advisors Inc /adv | $45.1M | 0 | 2026-06-30 |
| Truist Financial Corp | $42.1M | 0 | 2026-06-30 |
| Barry Investment Advisors, LLC | $41.8M | 8 | 2026-06-30 |
| Capital Advantage, Inc. | $40.8M | 8 | 2026-06-30 |
| Focus Partners Wealth | $37.1M | 1,048 | 2026-06-30 |
| Ls Investment Advisors, LLC | $36.4M | 4 | 2026-06-30 |
| Sei Investments Co | $34.6M | 0 | 2026-06-30 |
| MML Investors Services, LLC | $33.9M | 5,120 | 2026-06-30 |
| Burns J W & Co Inc/ny | $32.9M | 0 | 2026-06-30 |
| State Farm Mutual Automobile Insurance Co | $32.3M | 0 | 2026-06-30 |
| Hamilton Wealth, LLC | $31M | 3 | 2026-06-30 |
| Assetmark, Inc | $30.7M | 220 | 2026-06-30 |
| First Hawaiian Bank | $29.9M | 0 | 2026-06-30 |
| Northrock Partners, LLC | $29.4M | 91 | 2026-06-30 |
| Stifel Financial Corp | $28.5M | 0 | 2026-06-30 |
| Baird Financial Group, Inc. | $28.4M | 0 | 2026-06-30 |
| Beacon Pointe Advisors, LLC | $28.2M | 466 | 2026-06-30 |
| Asset Management Group of Bank of Hawaii | $28M | 0 | 2026-06-30 |
| Swan Capital LLC | $27.8M | 6 | 2026-06-30 |
| Strategic Point Investment Advisors, LLC | $24.9M | 6 | 2026-06-30 |
| New England Private Wealth Advisors LLC | $24.5M | 12 | 2026-06-30 |
| Main Line Retirement Advisors, LLC | $24.3M | 2 | 2026-06-30 |
| Aaf Wealth Management, LLC | $23.7M | 7 | 2026-06-30 |
| Joel Isaacson & Co., LLC | $22.9M | 15 | 2026-06-30 |
| Corient Private Wealth LP | $22.3M | 674 | 2026-06-30 |
| Citigroup Inc | $21.9M | 0 | 2026-06-30 |
| Keen Wealth Advisors | $21.8M | 22 | 2026-06-30 |
| Pathstone Holdings, LLC | $21.1M | 0 | 2026-06-30 |
| Rockefeller Capital Management LP | $21M | 346 | 2026-06-30 |
| Ackerman Capital Management | $20.6M | 3 | 2026-06-30 |
| American Investment Services, Inc. | $20.3M | 6 | 2026-06-30 |
| Waverly Advisors, LLC | $19.6M | 231 | 2026-06-30 |
| Capital Investment Advisors, LLC | $18.9M | 59 | 2026-06-30 |
| Seia | $18.6M | 141 | 2026-06-30 |
| Vanguard National Trust Co | $18.5M | 0 | 2026-06-30 |
| Tull Financial Group, Inc. | $18.2M | 5 | 2026-06-30 |
| Clarity Wealth Advisors, LLC | $17.5M | 2 | 2026-06-30 |
| Northwestern Mutual Wealth Management Co | $17.4M | 0 | 2026-06-30 |
| Kingsview Wealth Management, LLC | $16.9M | 115 | 2026-06-30 |
| Capital Advisors Wealth Management, LLC | $16.5M | 6 | 2026-06-30 |
| Meeder Advisory Services, Inc. | $16.5M | 19 | 2026-06-30 |
| Pinnacle Financial Group, LLC / Il | $16.2M | 4 | 2026-06-30 |
| Gotham Asset Management, LLC | $16M | 5 | 2026-06-30 |
| Cerity Partners LLC | $15.9M | 777 | 2026-06-30 |
| Segall Bryant & Hamill, LLC | $15.8M | 0 | 2026-06-30 |
| Envestnet Portfolio Solutions, Inc. | $15.8M | 3 | 2026-06-30 |
| Kestra Advisory Services, LLC | $15.7M | 1,479 | 2026-06-30 |
| Moran Wealth Management, LLC | $15.6M | 35 | 2026-06-30 |
| Human Investing LLC | $15.5M | 16 | 2026-06-30 |
| Tocqueville Asset Management LP | $15M | 32 | 2026-06-30 |
| Courier Capital LLC | $14.9M | 14 | 2026-06-30 |
| West Bancorporation Inc | $14.5M | 0 | 2026-06-30 |
| Regal Investment Advisors LLC | $14.4M | 117 | 2026-06-30 |
| UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC | $14.3M | 0 | 2026-06-30 |
| Prentice Wealth Management LLC | $14.2M | 5 | 2026-06-30 |
| Regimen Wealth, LLC | $14.1M | 5 | 2026-06-30 |
| Financial Perspectives, Inc | $14.1M | 15 | 2026-06-30 |
| Buska Wealth Management, LLC | $14M | 0 | 2026-06-30 |
| Wedmont Private Capital | $14M | 12 | 2026-06-30 |
| Procyon | $13.9M | 53 | 2026-06-30 |
| Sanctuary Advisors, LLC | $13.9M | 401 | 2026-06-30 |
| Cedar Mountain Advisors, LLC | $13.8M | 6 | 2026-06-30 |
| Family Investment Center, Inc. | $13.7M | 12 | 2026-06-30 |
| Kraft, Davis & Associates, LLC | $13.7M | 5 | 2026-06-30 |
| Orion Porfolio Solutions, LLC | $13.6M | 199 | 2026-06-30 |
| Newedge Advisors | $13.5M | 601 | 2026-06-30 |
| Unison | $13.4M | 1 | 2026-06-30 |
| Markowski Investments | $13.4M | 10 | 2026-06-30 |
| Stephens Inc /ar | $12.9M | 243 | 2026-06-30 |
| Equitable Trust Co | $12.9M | 0 | 2026-06-30 |
| Sweeney & Michel, LLC | $12.8M | 3 | 2026-06-30 |
| Rtd Financial Advisors, Inc. | $12.8M | 20 | 2026-06-30 |
| Mgo One Seven LLC | $12.4M | 118 | 2026-06-30 |
| Principal Securities, Inc. | $12.3M | 1,463 | 2026-06-30 |
| Strategic Wealth Investment Group, LLC | $12.1M | 33 | 2026-06-30 |
| Wealthfront Advisers LLC | $12.1M | 40 | 2026-06-30 |
| Croban | $11.8M | 0 | 2026-06-30 |
| Drucker Wealth 3.0, LLC | $11.7M | 5 | 2026-06-30 |
| Fiduciary Financial Advisors | $11.5M | 51 | 2026-06-30 |
| Eagle Strategies LLC | $11.3M | 2,496 | 2026-06-30 |
| Atria Investments, Inc | $11.3M | 6 | 2026-06-30 |
| Rebalance, LLC | $11.1M | 9 | 2026-06-30 |
| Troutman Wealth Management, LLC | $11.1M | 1 | 2026-06-30 |
| Mission Wealth Management, LP | $11M | 138 | 2026-06-30 |
| Fiduciary Trust Co | $10.9M | 0 | 2026-06-30 |
| Cra Financial Services, LLC | $10.8M | 12 | 2026-06-30 |
| Private Advisor Group, LLC | $10.8M | 927 | 2026-06-30 |
| Farther Finance Advisors, LLC | $10.4M | 334 | 2026-06-30 |
| Kestra Private Wealth Services, LLC | $10.4M | 206 | 2026-06-30 |
| Marathon Capital Management | $10.3M | 5 | 2026-06-30 |
| Mountain Capital Investment Advisors Inc | $10.3M | 16 | 2026-06-30 |
| Quaker Wealth Management, LLC | $10.1M | 5 | 2026-06-30 |
| Mai Capital Management | $9.8M | 308 | 2026-06-30 |
| Hub Investment Partners, LLC | $9.7M | 118 | 2026-06-30 |
| Mechanics Bank Trust Department | $9.5M | 0 | 2026-06-30 |
| Independent Financial Group, LLC | $9.4M | 481 | 2026-06-30 |
| Stratos Wealth Partners, Ltd. | $9.3M | 386 | 2026-06-30 |
| Bcs Wealth Management, LLC | $9.3M | 8 | 2026-06-30 |
| Precedent Wealth Partners, LLC | $9.2M | 18 | 2026-06-30 |
| Angeles Investment Advisors, LLC | $9.2M | 0 | 2026-06-30 |
| Lebenthal Global Advisors, LLC | $9.2M | 25 | 2026-06-30 |
| Adg Wealth Management Group, LLC | $9.1M | 3 | 2026-06-30 |
| Ariston Services Group | $8.9M | 2 | 2026-06-30 |
| Jane Street Group, LLC | $8.9M | 0 | 2026-06-30 |
| Guardian Financial Partners, LLC | $8.7M | 7 | 2026-06-30 |
| &partners | $8.6M | 555 | 2026-06-30 |
| Merit Financial Group, LLC | $8.5M | 295 | 2026-06-30 |
| Legacy Advisors, LLC | $8.5M | 19 | 2026-06-30 |
| Bank of Montreal /can | $8.4M | 0 | 2026-06-30 |
| TD Waterhouse Canada Inc. | $8.4M | 0 | 2026-06-30 |
| Employees' Retirement Fund of the City of Fort Worth | $8.3M | 0 | 2026-06-30 |
| Cherry Tree Wealth Management, LLC | $8.3M | 9 | 2026-03-31 |
| Oak Hill Wealth Advisors, LLC | $8.2M | 0 | 2025-09-30 |
| Manufacturers Life Insurance Company, the | $8M | 0 | 2026-06-30 |
| Lumbard & Kellner, LLC | $8M | 3 | 2026-06-30 |
| Cornerstone Advisory, LLC | $7.9M | 10 | 2026-06-30 |
| Turning Point Benefit Group, Inc. | $7.8M | 15 | 2026-06-30 |
| Fiduciary Advisors, Inc. | $7.7M | 3 | 2026-06-30 |
| Schwarz Dygos Wheeler Investment Advisors LLC | $7.7M | 7 | 2026-06-30 |
| Beta Wealth Group, Inc. | $7.7M | 3 | 2026-06-30 |
| McKinley Carter Wealth Services, Inc. | $7.6M | 25 | 2026-06-30 |
| Walkner Condon Financial Advisors LLC | $7.6M | 15 | 2026-06-30 |
| Essex Financial Services, Inc. | $7.6M | 33 | 2026-06-30 |
| Assuredpartners Investment Advisors | $7.3M | 29 | 2026-06-30 |
| Wealthcare Advisory Partners LLC | $7.2M | 170 | 2026-06-30 |
| Frg Family Wealth Advisors LLC | $7.2M | 0 | 2026-03-31 |
| Mayfair Advisory Group, LLC | $7.2M | 4 | 2026-06-30 |
| First Citizens Bank & Trust Co | $7.1M | 0 | 2026-06-30 |
| Oppenheimer & Co. Inc. | $7M | 1,166 | 2026-06-30 |
| Heartwood Wealth Advisors LLC | $7M | 0 | 2026-06-30 |
| Apeiron RIA LLC | $6.9M | 11 | 2026-06-30 |
| Vanguard Group Inc | $6.8M | 0 | 2025-12-31 |
| Axis Wealth Partners, LLC | $6.8M | 7 | 2026-06-30 |
| Raab & Moskowitz Asset Management LLC | $6.7M | 4 | 2026-06-30 |
| Vestmark Advisory Solutions, Inc. | $6.7M | 8 | 2026-06-30 |
| Venture Visionary Partners LLC | $6.6M | 31 | 2026-06-30 |
| Blair William & Co/il | $6.4M | 329 | 2026-06-30 |
| Quantum Capital Management, LLC / NJ | $6.2M | 1 | 2026-06-30 |
| Wny Asset Management, LLC | $6.1M | 29 | 2026-06-30 |
| Fiduciary Group, LLC | $6M | 13 | 2026-06-30 |
| Ieq Capital, LLC | $5.9M | 197 | 2026-06-30 |
| Investment Advisory Group LLC | $5.9M | 5 | 2026-06-30 |
| High Net Worth Advisory Group LLC | $5.7M | 6 | 2026-06-30 |
| Smartleaf Asset Management LLC | $5.7M | 9 | 2026-06-30 |
| Jfs Wealth Advisors, LLC | $5.6M | 33 | 2026-06-30 |
| Fortis Group Advisors, LLC | $5.5M | 25 | 2026-06-30 |
| Manning & Napier Advisors LLC | $5.3M | 42 | 2026-06-30 |
| Note Advisors, LLC | $5.3M | 6 | 2026-06-30 |
| John A. Wolfe & Associates, Inc. | $5.3M | 1 | 2026-06-30 |
| Gross & Hartman Investments LLC | $5.3M | 3 | 2026-06-30 |
| Cary Street Partners Financial LLC | $5.3M | 0 | 2026-06-30 |
| Mission Hills Financial Advisory, LLC | $5.2M | 3 | 2026-06-30 |
| Gradient Investments, LLC | $5.1M | 31 | 2026-06-30 |
| Toronto Dominion Bank | $5.1M | 0 | 2026-06-30 |
| Zhang Financial LLC | $4.9M | 20 | 2026-06-30 |
| Duncan Williams Asset Management, LLC | $4.9M | 15 | 2026-06-30 |
| Irc Wealth | $4.9M | 7 | 2026-06-30 |
| Quantinno Capital Management LP | $4.9M | 0 | 2026-06-30 |
| Strategic Blueprint, LLC | $4.7M | 55 | 2026-06-30 |
| First National Bank of Omaha | $4.7M | 0 | 2026-06-30 |
| Valmark Advisers, Inc. | $4.7M | 295 | 2026-06-30 |
| Linscomb Wealth, Inc. | $4.6M | 21 | 2026-06-30 |
| Cowa, LLC | $4.5M | 5 | 2026-06-30 |
| Ep Wealth Advisors, LLC | $4.5M | 338 | 2026-06-30 |
| Howe & Rusling Inc | $4.5M | 10 | 2026-06-30 |
| 5t Wealth, LLC | $4.4M | 4 | 2026-06-30 |
| Northwest & Ethical Investments LP | $4.4M | 0 | 2026-06-30 |
| 180 Wealth Advisors, LLC | $4.4M | 6 | 2026-06-30 |
| Integrated Wealth Concepts LLC | $4.4M | 480 | 2026-06-30 |
| Fmr LLC | $4.4M | 0 | 2026-06-30 |
| Angeles Wealth Management, LLC | $4.3M | 9 | 2026-06-30 |
| Proficio Capital Partners LLC | $4.3M | 2 | 2026-06-30 |
| Safe Harbor Family Capital, LLC | $4.2M | 1 | 2026-06-30 |
| Wealth Enhancement Advisory Services, LLC | $4.2M | 1,026 | 2026-06-30 |
| Country Club Bank | $4.1M | 0 | 2025-09-30 |
| Certified Advisory Corp | $4.1M | 17 | 2026-06-30 |
| Gts Securities LLC | $4.1M | 0 | 2026-06-30 |
| Aspire Capital Advisors LLC | $4M | 13 | 2026-06-30 |
| Arkadios Wealth Advisors | $4M | 226 | 2026-06-30 |
| Susquehanna International Group, LLP | $4M | 0 | 2026-06-30 |
| Sequoia Financial Group, LLC | $4M | 258 | 2026-06-30 |
| Mlg Wealth Management Dba Pine Grove Financial Group | $3.9M | 0 | 2025-12-31 |
| Ally Invest Advisors | $3.9M | 82 | 2026-06-30 |
| Kastel Capital Advisors, LLC | $3.9M | 3 | 2026-06-30 |
| Montecito Bank & Trust | $3.9M | 0 | 2026-06-30 |
| TD Private Client Wealth LLC | $3.8M | 535 | 2026-06-30 |
| Decker Retirement Planning Inc. | $3.8M | 10 | 2026-06-30 |
| Harbour Investments, Inc. | $3.8M | 247 | 2026-06-30 |
| Omc Financial Services Ltd | $3.7M | 3 | 2026-06-30 |
| D.A. Davidson & Co. | $3.7M | 689 | 2026-06-30 |
| Meitav Investment House Ltd | $3.7M | 0 | 2026-06-30 |
| J.W. Cole Advisors, Inc. | $3.6M | 499 | 2026-06-30 |
| Stokes Family Office LLC | $3.6M | 12 | 2026-06-30 |
| Sjs Investment Services | $3.6M | 19 | 2026-06-30 |
| 10elms LLP | $3.5M | 4 | 2026-06-30 |
| Navis Wealth Advisors LLC | $3.5M | 7 | 2026-06-30 |
| Evolve Private Wealth, LLC | $3.5M | 19 | 2026-06-30 |
| Commerce Bank | $3.4M | 0 | 2026-06-30 |
| Breakwater Investment Management | $3.4M | 3 | 2026-06-30 |
| Copia Wealth Management | $3.4M | 4 | 2026-06-30 |
| Global Retirement Partners LLC | $3.4M | 491 | 2026-06-30 |
| Kfg Wealth Management, LLC | $3.4M | 49 | 2026-06-30 |
| Advisory Services Network | $3.3M | 253 | 2026-06-30 |
| Richard W. Paul & Associates, LLC | $3.3M | 7 | 2026-06-30 |
| Sapient Capital LLC | $3.3M | 37 | 2026-06-30 |
| Corefirst Bank & Trust | $3.3M | 0 | 2026-06-30 |
| Dickmeyer Boyce Financial Management, Inc. | $3.3M | 4 | 2026-06-30 |
| My Personal Cfo, LLC | $3.3M | 2 | 2026-06-30 |
| Aptus Capital Advisors, LLC | $3.2M | 21 | 2026-06-30 |
| Compass Financial Management LLC | $3.2M | 46 | 2026-06-30 |
| Element Wealth, LLC | $3.2M | 13 | 2026-06-30 |
| Msa Financial | $3.2M | 8 | 2026-06-30 |
| Huntington National Bank | $3.2M | 0 | 2026-06-30 |
| Evanson Financial, LLC | $3.1M | 4 | 2026-06-30 |
| Selby Wealth Management | $3.1M | 3 | 2026-06-30 |
| Motco | $3M | 0 | 2026-06-30 |
| Pathway Financial Advisers, LLC | $3M | 6 | 2026-06-30 |
| Evanson Asset Management, LLC | $3M | 0 | 2026-03-31 |
| Access Investment Management LLC | $3M | 3 | 2026-06-30 |
| Modern Wealth Management, LLC | $3M | 161 | 2026-06-30 |
| Cambridge Financial Group, LLC | $2.9M | 5 | 2026-06-30 |
| Summit Financial, LLC | $2.9M | 229 | 2026-06-30 |
| Glenmede Trust Co NA | $2.9M | 6 | 2026-06-30 |
| Asset One Wealth Management LLC | $2.9M | 18 | 2026-06-30 |