Bank of America Corporation
|
25M
|
$2.2B
|
5%
|
Sep 2024
|
|
Morgan Stanley
|
6.7M
|
$553M
|
1%
|
Jun 2024
|
|
Natixis Asset Management Advisors
|
5.0M
|
$450M
|
15%
|
Sep 2024
|
|
Wells Fargo & Company
|
3.9M
|
$346M
|
470%
|
Sep 2024
|
|
Jones Financial Companies, L.L
|
2.4M
|
$217M
|
40%
|
Sep 2024
|
|
Texas Permanent School Fund
|
1.9M
|
$166M
|
100%
|
Sep 2024
|
|
Jpmorgan Chase & Co
|
1.6M
|
$145M
|
30%
|
Sep 2024
|
|
Goldman Sachs Group
|
1.2M
|
$101M
|
-16%
|
Jun 2024
|
|
Summit Rock Advisors
|
1.2M
|
$110M
|
100%
|
Sep 2024
|
|
Stifel Financial
|
1.2M
|
$94M
|
4%
|
Jun 2024
|
|
Envestnet Portfolio Solutions
|
761k
|
$68M
|
14%
|
Sep 2024
|
|
NEOS Investment Management
|
732k
|
$65M
|
100%
|
Sep 2024
|
|
Intech Investment Management
|
726k
|
$65M
|
100%
|
Sep 2024
|
|
LPL Financial
|
709k
|
$63M
|
16%
|
Sep 2024
|
|
First Citizens Bank & Trust
|
704k
|
$63M
|
15%
|
Sep 2024
|
|
Venturi Wealth Management
|
700k
|
$63M
|
-2%
|
Sep 2024
|
|
Royal Bank of Canada
|
586k
|
$52M
|
8%
|
Sep 2024
|
|
Evoke Wealth
|
521k
|
$47M
|
4182%
|
Sep 2024
|
|
Envestnet Asset Management
|
519k
|
$46M
|
11%
|
Sep 2024
|
|
Red Cedar Investment Management
|
462k
|
$41M
|
0%
|
Sep 2024
|
|
Raymond James & Associates
|
454k
|
$41M
|
55%
|
Sep 2024
|
|
Janney Montgomery Scott
|
412k
|
$37M
|
2%
|
Sep 2024
|
|
Fort Washington Investment Advisors
|
333k
|
$30M
|
2%
|
Sep 2024
|
|
Lido Advisors
|
323k
|
$27M
|
-3%
|
Jun 2024
|
|
Partners Capital Investment Group
|
311k
|
$28M
|
1%
|
Sep 2024
|
|
CSM Advisors
|
289k
|
$26M
|
-14%
|
Sep 2024
|
|
Susquehanna International
|
283k
|
$25M
|
207%
|
Sep 2024
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
253k
|
$23M
|
100%
|
Sep 2024
|
|
Raymond James Financial Services Advisors
|
222k
|
$20M
|
26%
|
Sep 2024
|
|
Citadel Advisors
|
208k
|
$19M
|
-13%
|
Sep 2024
|
|
Branch Banking & Trust Company
|
207k
|
$17M
|
2%
|
Jun 2024
|
|
Schroder Investment Management Group
|
196k
|
$16M
|
-4%
|
Jun 2024
|
|
CIBC World Markets
|
192k
|
$17M
|
3%
|
Sep 2024
|
|
S. R. Schill & Associates
|
188k
|
$15M
|
2%
|
Jun 2024
|
|
AE Wealth Management
|
180k
|
$16M
|
4%
|
Sep 2024
|
|
Litman Gregory Asset Management
|
180k
|
$16M
|
-3%
|
Sep 2024
|
|
Atria Wealth Solutions
|
178k
|
$16M
|
50%
|
Sep 2024
|
|
Cetera Investment Advisers
|
178k
|
$15M
|
1%
|
Jun 2024
|
|
Moody National Bank Trust Division
|
171k
|
$15M
|
52%
|
Sep 2024
|
|
Foster Group
|
166k
|
$15M
|
-6%
|
Sep 2024
|
|
Deutsche Bank Aktiengesellschaft
|
159k
|
$14M
|
1019%
|
Sep 2024
|
|
HPM Partners
|
159k
|
$14M
|
-18%
|
Sep 2024
|
|
Rockefeller Capital Management
|
154k
|
$13M
|
-34%
|
Jun 2024
|
|
International Assets Investment Management
|
150k
|
$1.6M
|
1992%
|
Sep 2024
|
|
Mariner Wealth Advisors
|
147k
|
$13M
|
3%
|
Sep 2024
|
|
Northwestern Mutual Wealth Management Company
|
146k
|
$13M
|
2%
|
Sep 2024
|
|
LBMC Investment Advisors
|
146k
|
$13M
|
0%
|
Sep 2024
|
|
Advisor Group Holdings
|
135k
|
$12M
|
13%
|
Sep 2024
|
|
Global Strategic Investment Solutions
|
133k
|
$12M
|
6%
|
Sep 2024
|
|
Phoenix Holdings
|
131k
|
$12M
|
84%
|
Sep 2024
|
|
Mml Investors Services
|
129k
|
$12M
|
198%
|
Sep 2024
|
|
Global Wealth Strategies & Associates
|
126k
|
$11M
|
40%
|
Sep 2024
|
|
Cambridge Investment Research Advisors
|
121k
|
$11M
|
4%
|
Sep 2024
|
|
LVW Advisors
|
121k
|
$11M
|
-16%
|
Sep 2024
|
|
Cadent Capital Advisors
|
118k
|
$11M
|
6%
|
Sep 2024
|
|
Stratos Wealth Advisors
|
110k
|
$9.8M
|
-5%
|
Sep 2024
|
|
Lodestar Private Asset Management
|
103k
|
$9.2M
|
3%
|
Sep 2024
|
|
Pathstone Holdings
|
102k
|
$9.1M
|
-10%
|
Sep 2024
|
|
Lockheed Martin Investment Management Company
|
100k
|
$8.2M
|
0%
|
Jun 2024
|
|
Scotia Capital
|
99k
|
$8.9M
|
42%
|
Sep 2024
|
|
Commonwealth Equity Services
|
97k
|
$8.6M
|
15%
|
Sep 2024
|
|
Fusion Capital
|
93k
|
$8.3M
|
2%
|
Sep 2024
|
|
Prairieview Wealth Partners
|
93k
|
$8.3M
|
-20%
|
Sep 2024
|
|
Segment Wealth Management
|
87k
|
$7.8M
|
100%
|
Sep 2024
|
|
Vise Technologies
|
85k
|
$6.9M
|
6%
|
Jun 2024
|
|
EP Wealth Advisors
|
84k
|
$7.5M
|
3225%
|
Sep 2024
|
|
Brian McDonald
|
79k
|
$7.1M
|
-8%
|
Sep 2024
|
|
Thrivent Financial for Lutherans
|
75k
|
$6.7M
|
10%
|
Sep 2024
|
|
Pnc Financial Services
|
73k
|
$6.5M
|
3%
|
Sep 2024
|
|
Asset Management Investors
|
72k
|
$6.5M
|
0%
|
Sep 2024
|
|
9258 Wealth Management
|
71k
|
$6.3M
|
-3%
|
Sep 2024
|
|
First Western Trust Bank
|
66k
|
$5.9M
|
-2%
|
Sep 2024
|
|
Prosperity Consulting Group
|
65k
|
$5.8M
|
5%
|
Sep 2024
|
|
Austin Private Wealth
|
65k
|
$5.8M
|
-2%
|
Sep 2024
|
|
Capstone Financial Advisors
|
65k
|
$5.8M
|
32%
|
Sep 2024
|
|
SMI Advisory Services
|
64k
|
$5.7M
|
154%
|
Sep 2024
|
|
First Citizens Asset Management
|
60k
|
$5.4M
|
13%
|
Sep 2024
|
|
Kiely Wealth Advisory Group
|
60k
|
$5.8M
|
-15%
|
Sep 2024
|
|
D.A. Davidson & Co.
|
57k
|
$4.7M
|
-1%
|
Jun 2024
|
|
LJI Wealth Management
|
56k
|
$5.0M
|
-6%
|
Sep 2024
|
|
H D Vest Advisory Services
|
56k
|
$4.6M
|
6%
|
Jun 2024
|
|
Windward Private Wealth Management
|
54k
|
$4.8M
|
2%
|
Sep 2024
|
|
St. Louis Trust
|
51k
|
$4.5M
|
15%
|
Sep 2024
|
|
Monticello Wealth Management
|
51k
|
$4.3M
|
0%
|
Sep 2024
|
|
Bank of New York Mellon
|
50k
|
$4.5M
|
0%
|
Sep 2024
|
|
Bnp Paribas Arbitrage, Snc
|
50k
|
$4.5M
|
100%
|
Sep 2024
|
|
Pegasus Partners
|
50k
|
$4.4M
|
-31%
|
Sep 2024
|
|
Kestra Advisory Services
|
49k
|
$4.4M
|
7%
|
Sep 2024
|
|
Allegiance Financial Group Advisory Services
|
49k
|
$4.0M
|
1%
|
Jun 2024
|
|
Northern Trust
|
48k
|
$4.3M
|
-41%
|
Sep 2024
|
|
Financial & Tax Architects
|
48k
|
$4.3M
|
-16%
|
Sep 2024
|
|
Empirical Asset Management
|
48k
|
$57k
|
0%
|
Sep 2024
|
|
Wesbanco Trust And Investments
|
46k
|
$4.1M
|
100%
|
Sep 2024
|
|
Coldstream Capital Management
|
45k
|
$4.0M
|
-2%
|
Sep 2024
|
|
Brookstone Capital Management
|
44k
|
$3.9M
|
15%
|
Sep 2024
|
|
CI Private Wealth
|
43k
|
$3.9M
|
18%
|
Sep 2024
|
|
Brooklyn FI
|
43k
|
$3.9M
|
-1%
|
Sep 2024
|
|
Herbst Group
|
43k
|
$3.8M
|
1%
|
Sep 2024
|
|
Edge Capital Group
|
41k
|
$3.7M
|
0%
|
Sep 2024
|
|
Creative Planning
|
41k
|
$3.6M
|
2%
|
Sep 2024
|
|
RE Dickinson Investment Advisors
|
40k
|
$3.6M
|
1%
|
Sep 2024
|
|
Ridgepath Capital Management
|
40k
|
$3.6M
|
3%
|
Sep 2024
|
|
Parkside Financial Bank & Trust
|
40k
|
$3.5M
|
5%
|
Sep 2024
|
|
Colony
|
40k
|
$3.5M
|
2%
|
Sep 2024
|
|
Brown Advisory Holdings Incorporated
|
39k
|
$3.2M
|
-18%
|
Jun 2024
|
|
Wealth Management Partners
|
39k
|
$3.4M
|
100%
|
Sep 2024
|
|
Vista Wealth Management Group
|
38k
|
$3.4M
|
-2%
|
Sep 2024
|
|
GoalVest Advisory
|
38k
|
$3.4M
|
100%
|
Sep 2024
|
|
Y.D. More Investments
|
38k
|
$3.4M
|
255%
|
Sep 2024
|
|
Geller Family Office Services
|
38k
|
$3.4M
|
-5%
|
Sep 2024
|
|
Global Financial Private Client
|
37k
|
$3.3M
|
1%
|
Sep 2024
|
|
Balyasny Asset Management
|
36k
|
$3.0M
|
106%
|
Jun 2024
|
|
Kovitz Investment Group Partners
|
36k
|
$3.0M
|
109%
|
Sep 2024
|
|
Bp Wealth Management
|
36k
|
$3.2M
|
-67%
|
Sep 2024
|
|
Koshinski Asset Management
|
36k
|
$3.2M
|
1%
|
Sep 2024
|
|
Foresight Capital Management Advisors
|
35k
|
$3.2M
|
7%
|
Sep 2024
|
|
Halbert Hargrove Global Advisors
|
35k
|
$3.1M
|
-3%
|
Sep 2024
|
|
SigFig Wealth Management
|
35k
|
$2.8M
|
-61%
|
Jun 2024
|
|
Cornerstone Advisors Asset Management
|
34k
|
$3.1M
|
-56%
|
Sep 2024
|
|
Heritage Investment Group
|
34k
|
$3.1M
|
-2%
|
Sep 2024
|
|
Rsm Us Wealth Management
|
34k
|
$3.0M
|
11%
|
Sep 2024
|
|
Rockbridge Investment Management, LCC
|
33k
|
$3.0M
|
100%
|
Sep 2024
|
|
Wealthfront Advisers
|
33k
|
$2.9M
|
11%
|
Sep 2024
|
|
Evernest Financial Advisors
|
33k
|
$2.9M
|
77%
|
Sep 2024
|
|
Country Club Bank
|
32k
|
$2.6M
|
-8%
|
Jun 2024
|
|
Raymond James Trust
|
32k
|
$2.8M
|
14%
|
Sep 2024
|
|
Citizens Financial Group
|
31k
|
$2.8M
|
5%
|
Sep 2024
|
|
HighTower Advisors
|
31k
|
$2.6M
|
1%
|
Jun 2024
|
|
Sanctuary Advisors
|
31k
|
$2.5M
|
100%
|
Jun 2024
|
|
Main Street Financial Solutions
|
31k
|
$2.8M
|
32%
|
Sep 2024
|
|
J.w. Cole Advisors
|
30k
|
$2.7M
|
546%
|
Sep 2024
|
|
Wealth Dimensions Group
|
30k
|
$2.7M
|
0%
|
Sep 2024
|
|
Curtis Advisory Group
|
30k
|
$2.7M
|
-1%
|
Sep 2024
|
|
PFW Advisors
|
30k
|
$2.4M
|
-1%
|
Jun 2024
|
|
Rathbones Brothers
|
29k
|
$2.4M
|
5%
|
Jun 2024
|
|
Mercer Global Advisors
|
29k
|
$2.3M
|
1%
|
Jun 2024
|
|
Private Advisor
|
28k
|
$2.5M
|
2%
|
Sep 2024
|
|
Kingdom Financial Group
|
28k
|
$2.5M
|
14%
|
Sep 2024
|
|
Neuberger Berman Group
|
28k
|
$2.3M
|
151%
|
Jun 2024
|
|
Wealth Enhancement Advisory Services
|
27k
|
$2.2M
|
4%
|
Jun 2024
|
|
First Hawaiian Bank
|
27k
|
$2.4M
|
0%
|
Sep 2024
|
|
Principal Financial Group
|
26k
|
$2.3M
|
-1%
|
Sep 2024
|
|
Cassaday & Co Wealth Management
|
26k
|
$2.3M
|
3%
|
Sep 2024
|
|
Howard Bailey Securities
|
26k
|
$2.3M
|
100%
|
Sep 2024
|
|
Guggenheim Capital, LLC Managers
|
26k
|
$2.3M
|
0%
|
Sep 2024
|
|
William Blair $ Company
|
25k
|
$2.3M
|
2%
|
Sep 2024
|
|
McLean Asset Management Corp
|
24k
|
$2.1M
|
6%
|
Sep 2024
|
|
Arlington Trust
|
23k
|
$2.1M
|
0%
|
Sep 2024
|
|
Violich Capital Management
|
23k
|
$2.0M
|
0%
|
Sep 2024
|
|
Beacon Bridge Wealth Partners
|
21k
|
$1.9M
|
-13%
|
Sep 2024
|
|
Arete Wealth Advisors
|
19k
|
$1.7M
|
-32%
|
Sep 2024
|
|
We Are One Seven
|
19k
|
$1.7M
|
-27%
|
Sep 2024
|
|
Nuveen Asset Management
|
18k
|
$1.4M
|
-78%
|
Jun 2024
|
|
Financial Insights
|
11k
|
$961k
|
-56%
|
Sep 2024
|
|