| 5th Street Advisors, LLC |
2025 Q4
|
1/30/2026 |
49
|
$210 M
|
| Delta Investment Management, LLC |
2025 Q4
|
1/30/2026 |
283
|
$580 M
|
| Bell & Brown Wealth Advisors, LLC |
2025 Q4
|
1/30/2026 |
71
|
$310 M
|
| JENNISON ASSOCIATES LLC |
2025 Q4
|
1/30/2026 |
798
|
$170 B
|
| SOFI WEALTH, LLC |
2025 Q4
|
1/30/2026 |
50
|
$2.0 B
|
| Safe Harbor Family Capital, LLC |
2025 Q4
|
1/30/2026 |
51
|
$110 M
|
| Activest Wealth Management |
2025 Q4
|
1/30/2026 |
1,121
|
$540 M
|
| Precision Wealth Strategies, LLC |
2025 Q4
|
1/30/2026 |
160
|
$310 M
|
| Laurel Wealth Advisors LLC |
2025 Q4
|
1/30/2026 |
703
|
$760 M
|
| REICON WEALTH ADVISORS, LLC |
2025 Q4
|
1/30/2026 |
59
|
$140 M
|
| Spectrum Financial Alliance Ltd LLC |
2025 Q4
|
1/30/2026 |
31
|
$510 M
|
| Verity Asset Management, Inc. |
2025 Q4
|
1/30/2026 |
229
|
$230 M
|
| WoodTrust Financial Corp |
2025 Q4
|
1/30/2026 |
250
|
$860 M
|
| Joseph Group Capital Management |
2025 Q4
|
1/30/2026 |
275
|
$380 M
|
| Centerstone Investors, LLC |
2025 Q4
|
1/30/2026 |
22
|
$32 M
|
| Cosner Financial Group, LLC |
2025 Q4
|
1/30/2026 |
37
|
$200 M
|
| China-UAE Investment Cooperation Fund, L.P. |
2025 Q4 - RESTATEMENT
|
1/30/2026 |
1
|
$67 M
|
| SECURED RETIREMENT ADVISORS, LLC |
2025 Q4
|
1/30/2026 |
125
|
$180 M
|
| CULLINAN ASSOCIATES INC |
2025 Q4
|
1/30/2026 |
211
|
$1.5 B
|
| Sigma Planning Corp |
2025 Q4
|
1/30/2026 |
1,295
|
$3.6 B
|
| Belleair Asset Management, LLC |
2025 Q4
|
1/30/2026 |
79
|
$110 M
|
| CITIZENS FINANCIAL GROUP INC/RI |
2025 Q4
|
1/30/2026 |
1,018
|
$7.5 B
|
| MOGY JOEL R INVESTMENT COUNSEL INC |
2025 Q4
|
1/30/2026 |
115
|
$1.8 B
|
| AMANSA CAPITAL PTE. LTD. |
2025 Q4
|
1/30/2026 |
2
|
$270 M
|
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM |
2025 Q4
|
1/30/2026 |
1,632
|
$51 B
|
| North Star Investment Management Corp. |
2025 Q4
|
1/30/2026 |
1,570
|
$1.6 B
|
| RCW Management, LLC |
2025 Q4
|
1/30/2026 |
66
|
$99 M
|
| MCDONALD CAPITAL INVESTORS INC/CA |
2025 Q4
|
1/30/2026 |
21
|
$1.6 B
|
| Cannon Capital Management, Inc. |
2025 Q4
|
1/30/2026 |
27
|
$110 M
|
| Prentice Wealth Management LLC |
2025 Q4
|
1/30/2026 |
114
|
$440 M
|
| ABS Direct Equity Fund LLC |
2025 Q4
|
1/30/2026 |
36
|
$84 M
|
| Smart Portfolios, LLC |
2025 Q4
|
1/30/2026 |
100
|
$100 M
|
| TOEWS CORP /ADV |
2025 Q4
|
1/30/2026 |
15
|
$690 M
|
| Heritage Investment Group, Inc. |
2025 Q4
|
1/30/2026 |
127
|
$660 M
|
| Trifecta Capital Advisors, LLC |
2025 Q4
|
1/30/2026 |
261
|
$680 M
|
| Richardson Capital Management LLC |
2025 Q4
|
1/30/2026 |
249
|
$200 M
|
| Jackson Hole Capital Partners, LLC |
2025 Q4
|
1/30/2026 |
310
|
$580 M
|
| Sageworth Trust Co of South Dakota |
2025 Q4
|
1/30/2026 |
46
|
$120 M
|
| State of New Jersey Common Pension Fund D |
2025 Q4
|
1/30/2026 |
1,472
|
$28 B
|
| CALDWELL SUTTER CAPITAL, INC. |
2025 Q4
|
1/30/2026 |
877
|
$240 M
|
| US BANCORP \DE\ |
2025 Q4
|
1/30/2026 |
9,649
|
$85 B
|
| Wagner Wealth Management, LLC |
2025 Q4
|
1/30/2026 |
266
|
$470 M
|
| Palisades Hudson Asset Management, L.P. |
2025 Q4
|
1/30/2026 |
146
|
$260 M
|
| INNEALTA CAPITAL, LLC |
2025 Q4
|
1/30/2026 |
85
|
$180 M
|
| Wealth High Governance Capital Ltda |
2025 Q4
|
1/30/2026 |
46
|
$530 M
|
| RENASANT BANK |
2025 Q4
|
1/30/2026 |
254
|
$150 M
|
| W.G. Shaheen & Associates DBA Whitney & Co |
2025 Q4
|
1/30/2026 |
175
|
$1.3 B
|
| SHAKER INVESTMENTS LLC/OH |
2025 Q4
|
1/30/2026 |
83
|
$240 M
|
| Trust Co of Tennessee |
2025 Q4
|
1/30/2026 |
7
|
$500 M
|
| GC Wealth Management RIA, LLC |
2025 Q4
|
1/30/2026 |
649
|
$2.7 B
|
| Cardinal Capital Management |
2025 Q4
|
1/30/2026 |
133
|
$760 M
|
| Socha Financial Group, LLC |
2025 Q4
|
1/30/2026 |
15
|
$200 M
|
| Rachor Investment Advisory Services, LLC |
2025 Q4
|
1/30/2026 |
429
|
$190 M
|
| Bogart Wealth, LLC |
2025 Q4
|
1/30/2026 |
1,585
|
$2.5 B
|
| TAIYO LIFE INSURANCE CO |
2025 Q4
|
1/30/2026 |
10
|
$1.2 B
|
| First Fiduciary Investment Counsel, Inc. |
2025 Q4
|
1/30/2026 |
71
|
$520 M
|
| Canandaigua National Trust Co of Florida |
2025 Q4
|
1/30/2026 |
129
|
$160 M
|
| Georgetown University |
2025 Q4
|
1/30/2026 |
12
|
$250 M
|
| LEVIN CAPITAL STRATEGIES, L.P. |
2025 Q4
|
1/30/2026 |
215
|
$1.2 B
|
| CANANDAIGUA NATIONAL BANK & TRUST CO |
2025 Q4
|
1/30/2026 |
307
|
$1.1 B
|
| SPRENG CAPITAL MANAGEMENT, INC. |
2025 Q4
|
1/30/2026 |
75
|
$250 M
|
| WENDELL DAVID ASSOCIATES INC |
2025 Q4
|
1/30/2026 |
149
|
$980 M
|
| Harbor Advisors LLC |
2025 Q4
|
1/30/2026 |
193
|
$670 M
|
| Oakwell Private Wealth Management, LLC |
2025 Q4
|
1/30/2026 |
80
|
$540 M
|
| North Horizon Holdings Inc. |
2025 Q4
|
1/30/2026 |
1
|
$120 M
|
| Pacific Park Financial, Inc. |
2025 Q4
|
1/30/2026 |
74
|
$160 M
|
| FINANCIAL LIFE ADVISORS |
2025 Q4
|
1/30/2026 |
53
|
$320 M
|
| Simplicity Wealth,LLC |
2025 Q4
|
1/30/2026 |
700
|
$1.7 B
|
| Smart Money Group LLC |
2025 Q4
|
1/30/2026 |
85
|
$340 M
|
| Turning Point Benefit Group, Inc. |
2025 Q4
|
1/30/2026 |
1,055
|
$190 M
|
| Ellenbecker Investment Group |
2025 Q4
|
1/30/2026 |
132
|
$710 M
|
| Kondo Wealth Advisors, Inc. |
2025 Q4
|
1/30/2026 |
71
|
$260 M
|
| Dale Q Rice Investment Management Ltd |
2025 Q4
|
1/30/2026 |
65
|
$140 M
|
| Wealth Forward, LLC |
2025 Q4
|
1/30/2026 |
43
|
$180 M
|
| PVG ASSET MANAGEMENT CORP |
2025 Q4
|
1/30/2026 |
91
|
$47 M
|
| KEYBANK NATIONAL ASSOCIATION/OH |
2025 Q4
|
1/30/2026 |
1,816
|
$28 B
|
| PURE PORTFOLIOS HOLDINGS LLC |
2025 Q4
|
1/30/2026 |
104
|
$330 M
|
| Kohmann Bosshard Financial Services, LLC |
2025 Q4
|
1/30/2026 |
17,506
|
$1.1 B
|
| American Capital Advisory, LLC |
2025 Q4
|
1/30/2026 |
1,079
|
$230 M
|
| DMKC Advisory Services, LLC |
2025 Q4
|
1/30/2026 |
83
|
$230 M
|
| WEALTH MANAGEMENT RESOURCES, INC. |
2025 Q4
|
1/30/2026 |
28
|
$280 M
|
| SAGE RHINO CAPITAL LLC |
2025 Q4
|
1/30/2026 |
310
|
$530 M
|
| BARNES PETTEY FINANCIAL ADVISORS, LLC |
2025 Q4
|
1/30/2026 |
143
|
$200 M
|
| New Harbor Financial Group, LLC |
2025 Q4
|
1/30/2026 |
52
|
$550 M
|
| FAGAN ASSOCIATES, INC. |
2025 Q4
|
1/30/2026 |
134
|
$750 M
|
| Joel Isaacson & Co., LLC |
2025 Q4
|
1/30/2026 |
460
|
$3.0 B
|
| Narwhal Capital Management |
2025 Q4
|
1/30/2026 |
163
|
$1.4 B
|
| Pekin Hardy Strauss, Inc. |
2025 Q4
|
1/30/2026 |
454
|
$1.1 B
|
| Moody Aldrich Partners LLC |
2025 Q4
|
1/30/2026 |
186
|
$540 M
|
| Four Tree Island Advisory LLC |
2025 Q4
|
1/30/2026 |
23
|
$180 M
|
| CHAPIN DAVIS, INC. |
2025 Q4
|
1/30/2026 |
244
|
$430 M
|
| Kiker Wealth Management, LLC |
2025 Q4
|
1/30/2026 |
12
|
$3.0 M
|
| Interchange Capital Partners, LLC |
2025 Q4
|
1/30/2026 |
424
|
$540 M
|
| DURANTE & WATERS, LLC |
2025 Q4
|
1/30/2026 |
32
|
$140 M
|
| Brown University |
2025 Q4
|
1/30/2026 |
10
|
$140 M
|
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC |
2025 Q4
|
1/30/2026 |
159
|
$980 M
|
| Woodside Wealth Management LLC |
2025 Q4
|
1/30/2026 |
83
|
$130 M
|
| Stegner Investment Associates Inc. |
2025 Q4
|
1/30/2026 |
29
|
$190 M
|
| Aries Wealth Management |
2025 Q4
|
1/30/2026 |
233
|
$450 M
|
| RV Capital AG |
2025 Q4
|
1/30/2026 |
12
|
$430 M
|