Bank of America Corporation
|
61M
|
$4.8B
|
18%
|
Dec 2024
|
|
Prudential
|
19M
|
$1.5B
|
-10%
|
Dec 2024
|
|
Morgan Stanley
|
16M
|
$1.2B
|
100%
|
Dec 2024
|
|
Envestnet Asset Management
|
7.9M
|
$621M
|
-3%
|
Mar 2025
|
|
Wells Fargo & Company
|
5.9M
|
$467M
|
-2%
|
Mar 2025
|
|
Royal Bank of Canada
|
5.6M
|
$440M
|
0%
|
Mar 2025
|
|
UBS Group
|
5.4M
|
$427M
|
1%
|
Mar 2025
|
|
Babson Capital Management
|
5.1M
|
$403M
|
-1%
|
Mar 2025
|
|
Nepc
|
4.9M
|
$384M
|
16%
|
Mar 2025
|
|
Japan Science & Technology Agency
|
4.8M
|
$383M
|
-41%
|
Mar 2025
|
|
Raymond James Financial
|
3.3M
|
$258M
|
-1%
|
Mar 2025
|
|
LPL Financial
|
3.2M
|
$256M
|
6%
|
Mar 2025
|
|
Goldman Sachs Group
|
3.2M
|
$255M
|
4%
|
Mar 2025
|
|
Sequoia Financial Advisors
|
3.2M
|
$251M
|
1405%
|
Mar 2025
|
|
Financial Engines Advisors L.L.C
|
3.0M
|
$237M
|
-4%
|
Mar 2025
|
|
Carlson Capital Management
|
3.0M
|
$233M
|
5%
|
Dec 2024
|
|
Manufacturers Life Insurance Company
|
2.7M
|
$215M
|
9%
|
Mar 2025
|
|
Bank of New York Mellon
|
2.5M
|
$199M
|
38%
|
Mar 2025
|
|
Mather Group
|
2.3M
|
$180M
|
10%
|
Mar 2025
|
|
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
|
2.2M
|
$171M
|
1%
|
Mar 2025
|
|
Ameriprise Financial
|
2.2M
|
$171M
|
16%
|
Mar 2025
|
|
D. E. Shaw & Co
|
2.1M
|
$170M
|
-50%
|
Mar 2025
|
|
CI Private Wealth
|
2.1M
|
$168M
|
-8%
|
Mar 2025
|
|
Vista Cima Wealth Management
|
2.0M
|
$358k
|
49317%
|
Mar 2025
|
|
Janney Montgomery Scott
|
2.0M
|
$159M
|
-5%
|
Mar 2025
|
|
Branch Banking & Trust Company
|
1.6M
|
$125M
|
0%
|
Mar 2025
|
|
iA Global Asset Management
|
1.5M
|
$116M
|
5%
|
Mar 2025
|
|
Mercer Global Advisors
|
1.4M
|
$112M
|
-11%
|
Mar 2025
|
|
HPM Partners
|
1.4M
|
$111M
|
2%
|
Mar 2025
|
|
Bank Of Montreal
|
1.4M
|
$109M
|
16%
|
Dec 2024
|
|
WestEnd Advisors
|
1.4M
|
$107M
|
-2%
|
Mar 2025
|
|
Renaissance Technologies
|
1.3M
|
$102M
|
42%
|
Mar 2025
|
|
Valeo Financial Advisors
|
1.2M
|
$70M
|
-1%
|
Mar 2025
|
|
Jpmorgan Chase & Co
|
1.2M
|
$95M
|
44%
|
Mar 2025
|
|
Banco Bilbao Vizcaya Argentaria
|
1.2M
|
$92M
|
-19%
|
Dec 2024
|
|
Steele Capital Management
|
1.1M
|
$90M
|
5%
|
Mar 2025
|
|
Keybank National Association
|
1.1M
|
$86M
|
-2%
|
Mar 2025
|
|
RW Investment Management
|
1.1M
|
$86M
|
1%
|
Mar 2025
|
|
Charles Schwab Investment Management
|
1.0M
|
$80M
|
-3%
|
Mar 2025
|
|
First Financial Bankshares
|
1.0M
|
$80M
|
3%
|
Mar 2025
|
|
Alan Leist III
|
998k
|
$78M
|
4%
|
Dec 2024
|
|
Modera Wealth Management
|
973k
|
$77M
|
-1%
|
Mar 2025
|
|
MAI Wealth Advisors
|
966k
|
$76M
|
0%
|
Mar 2025
|
|
Smithfield Trust Company
|
937k
|
$73M
|
1%
|
Dec 2024
|
|
Hilton Capital Management
|
934k
|
$73M
|
-21%
|
Dec 2024
|
|
Rappaport Reiches Capital Management
|
891k
|
$70M
|
5%
|
Mar 2025
|
|
Stifel Financial
|
876k
|
$68M
|
15%
|
Dec 2024
|
|
Creative Planning
|
855k
|
$68M
|
18%
|
Mar 2025
|
|
American Family Investments
|
845k
|
$67M
|
-83%
|
Mar 2025
|
|
RiverFront Investment Group
|
830k
|
$65M
|
1%
|
Dec 2024
|
|
Commonwealth Equity Services
|
808k
|
$63M
|
-1%
|
Dec 2024
|
|
Northwestern Mutual Wealth Management Company
|
794k
|
$62M
|
-14%
|
Dec 2024
|
|
Busey Trust Company
|
788k
|
$62M
|
11%
|
Mar 2025
|
|
Colony
|
783k
|
$62M
|
11%
|
Mar 2025
|
|
Kohmann Bosshard Financial Services
|
758k
|
$60M
|
5%
|
Mar 2025
|
|
Davenport & Co
|
757k
|
$60M
|
4%
|
Mar 2025
|
|
Cetera Investment Advisers
|
756k
|
$59M
|
8%
|
Dec 2024
|
|
Point72 Asset Management
|
750k
|
$59M
|
0%
|
Mar 2025
|
|
Quantum Financial Planning Services
|
746k
|
$59M
|
3%
|
Mar 2025
|
|
Sontag Advisory
|
732k
|
$58M
|
77%
|
Mar 2025
|
|
BlueSky Wealth Advisors
|
729k
|
$58M
|
1%
|
Mar 2025
|
|
Oakworth Capital
|
728k
|
$57M
|
0%
|
Mar 2025
|
|
Retirement Systems of Alabama
|
726k
|
$57M
|
0%
|
Mar 2025
|
|
Stonebridge Capital Advisors
|
708k
|
$55M
|
7%
|
Dec 2024
|
|
Rockbridge Investment Management, LCC
|
707k
|
$55M
|
6%
|
Dec 2024
|
|
Beacon Investment Advisory Services
|
707k
|
$55M
|
100%
|
Dec 2024
|
|
Bartlett & Co. Wealth Management
|
697k
|
$55M
|
-1%
|
Mar 2025
|
|
Mariner Wealth Advisors
|
693k
|
$55M
|
3%
|
Mar 2025
|
|
Lutz Financial Services
|
681k
|
$54M
|
1%
|
Mar 2025
|
|
AAFMAA Wealth Management & Trust
|
639k
|
$50M
|
42%
|
Mar 2025
|
|
Total Wealth Planning
|
627k
|
$50M
|
1%
|
Mar 2025
|
|
Victory Capital Management
|
625k
|
$49M
|
-22%
|
Mar 2025
|
|
First National Bank & Trust Co Of Newtown
|
622k
|
$49M
|
0%
|
Mar 2025
|
|
Stephens
|
622k
|
$49M
|
-5%
|
Mar 2025
|
|
Bnp Paribas Arbitrage, Snc
|
620k
|
$49M
|
645596%
|
Mar 2025
|
|
Liquid Strategies
|
608k
|
$48M
|
-25%
|
Mar 2025
|
|
Baird Financial
|
600k
|
$47M
|
50%
|
Dec 2024
|
|
Resonant Capital Advisors
|
594k
|
$47M
|
5%
|
Mar 2025
|
|
Td Private Client Wealth
|
586k
|
$46M
|
-4%
|
Mar 2025
|
|
Advisor Group Holdings
|
579k
|
$46M
|
46%
|
Mar 2025
|
|
Benjamin Edwards
|
579k
|
$46M
|
-2%
|
Mar 2025
|
|
Capital Investment Services of America
|
569k
|
$45M
|
2%
|
Mar 2025
|
|
CWM
|
569k
|
$45M
|
74%
|
Mar 2025
|
|
North Star Investment Management
|
550k
|
$43M
|
3%
|
Mar 2025
|
|
Proffitt & Goodson
|
525k
|
$42M
|
7%
|
Mar 2025
|
|
Eaton-Cambridge
|
524k
|
$41M
|
0%
|
Mar 2025
|
|
Zurich Insurance Group Ltd/FI
|
513k
|
$41M
|
0%
|
Mar 2025
|
|
BCK Partners
|
510k
|
$40M
|
1%
|
Mar 2025
|
|
Mml Investors Services
|
493k
|
$38M
|
9%
|
Dec 2024
|
|
Allen Investment Management
|
479k
|
$38M
|
0%
|
Mar 2025
|
|
HighTower Advisors
|
464k
|
$36M
|
-4%
|
Dec 2024
|
|
Wealth Enhancement Advisory Services
|
462k
|
$37M
|
13%
|
Mar 2025
|
|
Franklin Resources
|
457k
|
$36M
|
1%
|
Mar 2025
|
|
Patriot Investment Management
|
455k
|
$36M
|
3%
|
Mar 2025
|
|
Essex
|
452k
|
$36M
|
1%
|
Mar 2025
|
|
Fisher Investments
|
445k
|
$35M
|
-17%
|
Dec 2024
|
|
FIDELIS iM
|
444k
|
$35M
|
81%
|
Mar 2025
|
|
Brandywine Oak Private Wealth
|
437k
|
$35M
|
0%
|
Mar 2025
|
|
Adaptive Financial Consulting
|
433k
|
$34M
|
-4%
|
Mar 2025
|
|
Bank of Nova Scotia
|
414k
|
$32M
|
-42%
|
Dec 2024
|
|
Aptus Capital Advisors
|
412k
|
$33M
|
7%
|
Mar 2025
|
|
Hanson McClain Advisors
|
410k
|
$32M
|
1%
|
Mar 2025
|
|
Kestra Private Wealth Services
|
409k
|
$32M
|
0%
|
Mar 2025
|
|
Efficient Advisors
|
405k
|
$32M
|
3%
|
Dec 2024
|
|
Kensington Asset Management
|
405k
|
$32M
|
100%
|
Mar 2025
|
|
Northern Oak Capital Management
|
400k
|
$32M
|
4%
|
Mar 2025
|
|
American Financial Advisors
|
399k
|
$32M
|
-2%
|
Mar 2025
|
|
Creative Financial Designs
|
398k
|
$31M
|
8%
|
Mar 2025
|
|
Sunburst Financial Group
|
397k
|
$31M
|
7%
|
Mar 2025
|
|
Burns Wealth Management
|
395k
|
$31M
|
2%
|
Mar 2025
|
|
Johnson Bixby & Associates
|
388k
|
$31M
|
44%
|
Mar 2025
|
|
Neuberger Berman Group
|
378k
|
$30M
|
1%
|
Mar 2025
|
|
United Services Automobile Association
|
372k
|
$29M
|
100%
|
Mar 2025
|
|
Northwest Bancshares
|
371k
|
$29M
|
-9%
|
Mar 2025
|
|
American Money Management
|
370k
|
$29M
|
7%
|
Dec 2024
|
|
Howard Capital Management Group
|
369k
|
$29M
|
1%
|
Mar 2025
|
|
Leonard Rickey Investment Advisors P
|
365k
|
$29M
|
32%
|
Mar 2025
|
|
Fischer Financial Services
|
362k
|
$29M
|
21%
|
Mar 2025
|
|
Towneley Capital Management, Inc / DE
|
353k
|
$28M
|
3%
|
Mar 2025
|
|
Cheryl Verrill
|
348k
|
$27M
|
-2%
|
Mar 2025
|
|
Mesirow Financial Investment Management International Equity
|
344k
|
$27M
|
2%
|
Mar 2025
|
|
Albion Financial Group
|
343k
|
$27M
|
5%
|
Mar 2025
|
|
Old National Trust Company
|
341k
|
$27M
|
4%
|
Mar 2025
|
|
Kovitz Investment Group Partners
|
335k
|
$26M
|
3%
|
Mar 2025
|
|
Mirae Asset Global Investments
|
335k
|
$26M
|
18%
|
Mar 2025
|
|
Bouchey Financial
|
331k
|
$26M
|
39%
|
Dec 2024
|
|
State Farm Mutual Automobile Insurance Company
|
326k
|
$25M
|
0%
|
Dec 2024
|
|
Warren Averett Asset Management
|
324k
|
$25M
|
3%
|
Dec 2024
|
|
State of Wisconsin Investment Board
|
324k
|
$26M
|
0%
|
Mar 2025
|
|
Cambridge Investment Research Advisors
|
323k
|
$26M
|
0%
|
Mar 2025
|
|
Goodman Financial
|
319k
|
$25M
|
-3%
|
Mar 2025
|
|
Wescott Financial Advisory Group
|
319k
|
$25M
|
-1%
|
Dec 2024
|
|
Siligmueller & Norvid Wealth Advisors
|
318k
|
$25M
|
100%
|
Mar 2025
|
|
White Lighthouse Investment Management
|
317k
|
$25M
|
-1%
|
Mar 2025
|
|
Dynamic Advisors Solutions
|
313k
|
$25M
|
100%
|
Mar 2025
|
|
Zhang Financial
|
308k
|
$24M
|
68%
|
Mar 2025
|
|
Baskin Financial Services
|
306k
|
$24M
|
184%
|
Mar 2025
|
|
NewEdge Wealth
|
301k
|
$24M
|
-18%
|
Mar 2025
|
|
Ariel Capital Advisors
|
300k
|
$23M
|
-3%
|
Dec 2024
|
|
Cypress Financial Planning
|
298k
|
$24M
|
2%
|
Mar 2025
|
|
Montis Financial
|
296k
|
$23M
|
14%
|
Mar 2025
|
|
Maryland Capital Advisors
|
293k
|
$23M
|
0%
|
Mar 2025
|
|
Atlantic Trust
|
293k
|
$23M
|
1%
|
Dec 2024
|
|
Wolff Financial Management
|
291k
|
$23M
|
4%
|
Mar 2025
|
|
Pinnacle Financial Partners
|
285k
|
$23M
|
2%
|
Mar 2025
|
|
Wiley Bros.-aintree Capital
|
282k
|
$22M
|
49%
|
Dec 2024
|
|
Captrust Financial Advisors
|
279k
|
$22M
|
7%
|
Mar 2025
|
|
Vantagepoint Investment Advisers
|
278k
|
$22M
|
138%
|
Mar 2025
|
|
Graves-Light Private Wealth Management
|
275k
|
$22M
|
1%
|
Mar 2025
|
|
Rockefeller Capital Management
|
272k
|
$21M
|
19%
|
Dec 2024
|
|
Goss Wealth Management
|
271k
|
$21M
|
-19%
|
Dec 2024
|
|
Brian McDonald
|
257k
|
$20M
|
-11%
|
Mar 2025
|
|
Principal Financial Group
|
249k
|
$20M
|
-23%
|
Mar 2025
|
|
Private Management Group
|
225k
|
$18M
|
-29%
|
Mar 2025
|
|
Archetype Wealth Partners
|
185k
|
$15M
|
-70%
|
Dec 2024
|
|
Condor Capital Management
|
129k
|
$10M
|
-56%
|
Mar 2025
|
|
NISA Investment Advisors
|
123k
|
$9.7M
|
-71%
|
Mar 2025
|
|
F/M Investments
|
8.8k
|
$684k
|
-97%
|
Dec 2024
|
|
Essential Planning
|
8.3k
|
$653k
|
-98%
|
Mar 2025
|
|