Bank of America Corporation
|
52M
|
$4.1B
|
1%
|
Sep 2024
|
|
Envestnet Asset Management
|
7.3M
|
$577M
|
-14%
|
Sep 2024
|
|
Wells Fargo & Company
|
6.1M
|
$486M
|
-4%
|
Sep 2024
|
|
Royal Bank of Canada
|
5.5M
|
$440M
|
-9%
|
Sep 2024
|
|
Babson Capital Management
|
5.1M
|
$406M
|
0%
|
Sep 2024
|
|
Jpmorgan Chase & Co
|
4.6M
|
$368M
|
2%
|
Sep 2024
|
|
Nepc
|
4.3M
|
$340M
|
-2%
|
Sep 2024
|
|
D. E. Shaw & Co
|
3.9M
|
$311M
|
1284%
|
Sep 2024
|
|
Financial Engines Advisors L.L.C
|
3.0M
|
$242M
|
100%
|
Sep 2024
|
|
Carlson Capital Management
|
2.8M
|
$225M
|
3%
|
Sep 2024
|
|
LPL Financial
|
2.7M
|
$214M
|
4%
|
Sep 2024
|
|
CI Private Wealth
|
2.3M
|
$179M
|
0%
|
Sep 2024
|
|
Varma Mutual Pension Insurance
|
2.2M
|
$171M
|
0%
|
Sep 2024
|
|
Janney Montgomery Scott
|
2.1M
|
$164M
|
72%
|
Dec 2024
|
|
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
|
2.1M
|
$166M
|
3%
|
Sep 2024
|
|
Citadel Advisors
|
1.9M
|
$150M
|
100%
|
Sep 2024
|
|
Mather Group
|
1.8M
|
$143M
|
20%
|
Sep 2024
|
|
Bank of New York Mellon
|
1.7M
|
$137M
|
6%
|
Sep 2024
|
|
American Family Investments
|
1.5M
|
$116M
|
0%
|
Sep 2024
|
|
Banco Bilbao Vizcaya Argentaria
|
1.5M
|
$116M
|
-8%
|
Sep 2024
|
|
Valeo Financial Advisors
|
1.4M
|
$86M
|
-1%
|
Sep 2024
|
|
HPM Partners
|
1.3M
|
$101M
|
11%
|
Sep 2024
|
|
Raymond James Financial Services Advisors
|
1.3M
|
$100M
|
-5%
|
Sep 2024
|
|
iA Global Asset Management
|
1.2M
|
$97M
|
0%
|
Sep 2024
|
|
First Financial Bankshares
|
1.2M
|
$95M
|
100%
|
Sep 2024
|
|
Hilton Capital Management
|
1.2M
|
$94M
|
8%
|
Sep 2024
|
|
Keybank National Association
|
1.2M
|
$93M
|
-6%
|
Sep 2024
|
|
Raymond James & Associates
|
1.2M
|
$92M
|
-18%
|
Sep 2024
|
|
Charles Schwab Investment Management
|
1.1M
|
$86M
|
-3%
|
Sep 2024
|
|
RW Investment Management
|
1.0M
|
$83M
|
5%
|
Sep 2024
|
|
Steele Capital Management
|
1.0M
|
$81M
|
2%
|
Sep 2024
|
|
Smithfield Trust Company
|
933k
|
$74M
|
2%
|
Sep 2024
|
|
Northwestern Mutual Wealth Management Company
|
920k
|
$73M
|
-16%
|
Sep 2024
|
|
Advisor Group Holdings
|
861k
|
$68M
|
100%
|
Sep 2024
|
|
Modera Wealth Management
|
848k
|
$67M
|
1%
|
Sep 2024
|
|
Renaissance Technologies
|
819k
|
$65M
|
190%
|
Sep 2024
|
|
RiverFront Investment Group
|
819k
|
$65M
|
-50%
|
Sep 2024
|
|
Commonwealth Equity Services
|
815k
|
$65M
|
1%
|
Sep 2024
|
|
Retirement Systems of Alabama
|
752k
|
$60M
|
0%
|
Sep 2024
|
|
Point72 Asset Management
|
750k
|
$60M
|
0%
|
Sep 2024
|
|
Rappaport Reiches Capital Management
|
746k
|
$59M
|
7%
|
Sep 2024
|
|
BlueSky Wealth Advisors
|
725k
|
$57M
|
3%
|
Dec 2024
|
|
Colony
|
722k
|
$57M
|
12%
|
Sep 2024
|
|
Bank of Nova Scotia
|
718k
|
$57M
|
100%
|
Sep 2024
|
|
WestEnd Advisors
|
711k
|
$57M
|
-2%
|
Sep 2024
|
|
Beacon Investment Advisory Services
|
707k
|
$55M
|
-7%
|
Dec 2024
|
|
Bartlett & Co. Wealth Management
|
705k
|
$55M
|
-1%
|
Dec 2024
|
|
Oakworth Capital
|
691k
|
$55M
|
8%
|
Sep 2024
|
|
PrairieView Partners
|
680k
|
$54M
|
-13%
|
Sep 2024
|
|
Rockbridge Investment Management, LCC
|
669k
|
$53M
|
7%
|
Sep 2024
|
|
Stephens
|
669k
|
$53M
|
-2%
|
Sep 2024
|
|
Davenport & Co
|
668k
|
$53M
|
2%
|
Sep 2024
|
|
Stonebridge Capital Advisors
|
661k
|
$53M
|
9%
|
Sep 2024
|
|
Kohmann Bosshard Financial Services
|
657k
|
$52M
|
4%
|
Sep 2024
|
|
Mesirow Financial Investment Management International Equity
|
653k
|
$52M
|
108%
|
Sep 2024
|
|
Td Private Client Wealth
|
641k
|
$51M
|
-7%
|
Sep 2024
|
|
Lutz Financial Services
|
640k
|
$51M
|
5%
|
Sep 2024
|
|
Creative Planning
|
634k
|
$50M
|
19%
|
Sep 2024
|
|
Mariner Wealth Advisors
|
634k
|
$50M
|
5%
|
Sep 2024
|
|
First National Bank & Trust Co Of Newtown
|
631k
|
$50M
|
0%
|
Sep 2024
|
|
Archetype Wealth Partners
|
627k
|
$50M
|
-7%
|
Sep 2024
|
|
Total Wealth Planning
|
621k
|
$48M
|
1%
|
Dec 2024
|
|
BCK Partners
|
609k
|
$48M
|
5%
|
Sep 2024
|
|
Bnp Paribas Arbitrage, Snc
|
606k
|
$48M
|
-46%
|
Sep 2024
|
|
Principal Financial Group
|
586k
|
$47M
|
43%
|
Sep 2024
|
|
Liquid Strategies
|
569k
|
$45M
|
3%
|
Sep 2024
|
|
NewEdge Wealth
|
563k
|
$45M
|
36%
|
Sep 2024
|
|
Capital Investment Services of America
|
559k
|
$44M
|
8%
|
Sep 2024
|
|
Victory Capital Management
|
553k
|
$44M
|
-26%
|
Sep 2024
|
|
Benjamin Edwards
|
546k
|
$43M
|
571%
|
Sep 2024
|
|
Fisher Investments
|
539k
|
$43M
|
-71%
|
Sep 2024
|
|
Resonant Capital Advisors
|
524k
|
$42M
|
12%
|
Sep 2024
|
|
Zurich Insurance Group Ltd/FI
|
513k
|
$41M
|
0%
|
Sep 2024
|
|
National Bank Of Canada /fi/
|
501k
|
$40M
|
404%
|
Sep 2024
|
|
Proffitt & Goodson
|
479k
|
$38M
|
4%
|
Sep 2024
|
|
Axiom Advisory
|
479k
|
$38M
|
-42%
|
Sep 2024
|
|
Eaton-Cambridge
|
465k
|
$37M
|
4%
|
Sep 2024
|
|
Mml Investors Services
|
453k
|
$36M
|
-5%
|
Sep 2024
|
|
Adaptive Financial Consulting
|
453k
|
$36M
|
3%
|
Sep 2024
|
|
Brandywine Oak Private Wealth
|
450k
|
$36M
|
-5%
|
Sep 2024
|
|
AAFMAA Wealth Management & Trust
|
449k
|
$35M
|
5%
|
Dec 2024
|
|
Kestra Private Wealth Services
|
449k
|
$36M
|
11%
|
Sep 2024
|
|
Patriot Investment Management
|
447k
|
$36M
|
-1%
|
Sep 2024
|
|
Essex
|
441k
|
$35M
|
3%
|
Sep 2024
|
|
Franklin Resources
|
438k
|
$35M
|
2%
|
Sep 2024
|
|
Northwest Bancshares
|
423k
|
$34M
|
0%
|
Sep 2024
|
|
Wealth Enhancement Advisory Services
|
423k
|
$34M
|
-1%
|
Dec 2024
|
|
NISA Investment Advisors
|
422k
|
$33M
|
73%
|
Dec 2024
|
|
Aptus Capital Advisors
|
417k
|
$33M
|
3013%
|
Sep 2024
|
|
Sontag Advisory
|
410k
|
$33M
|
5416%
|
Sep 2024
|
|
Sunburst Financial Group
|
404k
|
$32M
|
-3%
|
Sep 2024
|
|
American Financial Advisors
|
404k
|
$32M
|
-2%
|
Sep 2024
|
|
Hanson McClain Advisors
|
402k
|
$32M
|
-3%
|
Sep 2024
|
|
Employees' Retirement Fund of the City of Fort Worth
|
402k
|
$32M
|
0%
|
Sep 2024
|
|
Efficient Advisors
|
393k
|
$31M
|
1%
|
Sep 2024
|
|
Creative Financial Designs
|
393k
|
$31M
|
8%
|
Sep 2024
|
|
Northern Oak Capital Management
|
392k
|
$31M
|
5%
|
Sep 2024
|
|
Burns Wealth Management
|
375k
|
$30M
|
40%
|
Sep 2024
|
|
Mirae Asset Global Investments
|
371k
|
$30M
|
16%
|
Sep 2024
|
|
North Star Investment Management
|
369k
|
$29M
|
30%
|
Sep 2024
|
|
Howard Capital Management Group
|
367k
|
$29M
|
0%
|
Dec 2024
|
|
Raymond James Trust
|
359k
|
$29M
|
2%
|
Sep 2024
|
|
Cheryl Verrill
|
355k
|
$28M
|
0%
|
Dec 2024
|
|
Quaker Wealth Management
|
353k
|
$28M
|
100%
|
Sep 2024
|
|
American Money Management
|
345k
|
$27M
|
4%
|
Sep 2024
|
|
Private Management Group
|
344k
|
$27M
|
53%
|
Sep 2024
|
|
Towneley Capital Management, Inc / DE
|
334k
|
$27M
|
2%
|
Sep 2024
|
|
Cambridge Investment Research Advisors
|
327k
|
$26M
|
12%
|
Sep 2024
|
|
State Farm Mutual Automobile Insurance Company
|
326k
|
$26M
|
0%
|
Sep 2024
|
|
Albion Financial Group
|
325k
|
$25M
|
6%
|
Dec 2024
|
|
CWM
|
323k
|
$26M
|
-26%
|
Sep 2024
|
|
Wescott Financial Advisory Group
|
321k
|
$26M
|
4%
|
Sep 2024
|
|
White Lighthouse Investment Management
|
317k
|
$25M
|
2%
|
Sep 2024
|
|
Jane Street
|
315k
|
$25M
|
-60%
|
Sep 2024
|
|
Brian McDonald
|
312k
|
$25M
|
0%
|
Sep 2024
|
|
Ariel Capital Advisors
|
310k
|
$25M
|
1%
|
Sep 2024
|
|
Old National Trust Company
|
305k
|
$24M
|
-3%
|
Sep 2024
|
|
Fort Pitt Capital
|
303k
|
$24M
|
-1%
|
Sep 2024
|
|
Allen Investment Management
|
301k
|
$24M
|
12%
|
Sep 2024
|
|
Cypress Financial Planning
|
293k
|
$23M
|
8%
|
Dec 2024
|
|
Maryland Capital Advisors
|
292k
|
$23M
|
-2%
|
Sep 2024
|
|
Atlantic Trust
|
290k
|
$23M
|
3384%
|
Sep 2024
|
|
Condor Capital Management
|
285k
|
$23M
|
3%
|
Sep 2024
|
|
F/M Investments
|
277k
|
$22M
|
0%
|
Sep 2024
|
|
Pinnacle Financial Partners
|
277k
|
$22M
|
-6%
|
Sep 2024
|
|
Leonard Rickey Investment Advisors P
|
276k
|
$22M
|
6%
|
Dec 2024
|
|
Wolff Financial Management
|
272k
|
$22M
|
4%
|
Sep 2024
|
|
Graves-Light Private Wealth Management
|
272k
|
$21M
|
5%
|
Dec 2024
|
|
Montis Financial
|
267k
|
$21M
|
-7%
|
Sep 2024
|
|
Market Street Wealth Management Advisors
|
263k
|
$21M
|
2%
|
Dec 2024
|
|
Captrust Financial Advisors
|
262k
|
$21M
|
-71%
|
Sep 2024
|
|
Executive Wealth Management
|
260k
|
$21M
|
2%
|
Sep 2024
|
|
EverSource Wealth Advisors
|
259k
|
$21M
|
2%
|
Sep 2024
|
|
Rockwood Wealth Management
|
257k
|
$20M
|
10%
|
Sep 2024
|
|
Bear Mountain Capital
|
254k
|
$20M
|
0%
|
Sep 2024
|
|
Matrix Trust
|
253k
|
$20M
|
-2%
|
Dec 2024
|
|
Johnson Bixby & Associates
|
247k
|
$20M
|
-1%
|
Sep 2024
|
|
Asset Managment
|
245k
|
$20M
|
-1%
|
Sep 2024
|
|
Dynamic Advisors Solutions
|
244k
|
$19M
|
-2%
|
Sep 2024
|
|
ShankerValleau Wealth Advisors
|
243k
|
$19M
|
-9%
|
Dec 2024
|
|
Bouchey Financial
|
239k
|
$19M
|
11%
|
Sep 2024
|
|
FIDELIS iM
|
238k
|
$19M
|
4%
|
Sep 2024
|
|
KWMG
|
238k
|
$19M
|
1%
|
Dec 2024
|
|
A. Montag and Associates
|
233k
|
$19M
|
0%
|
Sep 2024
|
|
Unison Advisors
|
232k
|
$18M
|
0%
|
Sep 2024
|
|
Atwood & Palmer
|
226k
|
$18M
|
-5%
|
Dec 2024
|
|
Farmers & Merchants Investment
|
220k
|
$17M
|
-3%
|
Sep 2024
|
|
Mason & Associates
|
218k
|
$17M
|
27%
|
Dec 2024
|
|
Marion Wealth Management
|
218k
|
$17M
|
2%
|
Dec 2024
|
|
Curbstone Financial Management
|
211k
|
$17M
|
-8%
|
Sep 2024
|
|
Sowell Financial Services
|
158k
|
$13M
|
-32%
|
Sep 2024
|
|
UG Investment Advisers
|
145k
|
$12M
|
-47%
|
Sep 2024
|
|
MEMBERS Trust
|
144k
|
$12B
|
-71%
|
Sep 2024
|
|
Cable Hill Partners
|
61k
|
$4.9M
|
-80%
|
Sep 2024
|
|
Intelligence Driven Advisers
|
14k
|
$1.1M
|
-98%
|
Sep 2024
|
|
RMR Wealth Builders
|
5.7k
|
$443k
|
-99%
|
Dec 2024
|
|
International Assets Investment Management
|
3.5k
|
$270k
|
-99%
|
Dec 2024
|
|