| Resurgent Financial Advisors LLC |
2025 Q4
|
2/11/2026 |
216
|
$200 M
|
| SMH CAPITAL ADVISORS INC |
2025 Q4
|
2/11/2026 |
55
|
$49 M
|
| BROGAN FINANCIAL, INC. |
2025 Q4
|
2/11/2026 |
58
|
$230 M
|
| EQUITY INVESTMENT CORP |
2025 Q4
|
2/11/2026 |
72
|
$5.0 B
|
| Athos Capital Ltd |
2025 Q4
|
2/11/2026 |
37
|
$260 M
|
| Trailhead Planners LLC |
2025 Q4
|
2/11/2026 |
51
|
$100 M
|
| Miller Financial Services LLC |
2025 Q4
|
2/11/2026 |
135
|
$85 M
|
| Div Capital Phoenix Assets Ltd |
2025 Q4
|
2/11/2026 |
13
|
$400 M
|
| Founders Financial Alliance, LLC |
2025 Q4
|
2/11/2026 |
607
|
$530 M
|
| XY Capital Ltd |
2025 Q4
|
2/11/2026 |
269
|
$160 M
|
| Mosley Wealth Management |
2025 Q4
|
2/11/2026 |
154
|
$220 M
|
| Fox Hill Wealth Management |
2025 Q4
|
2/11/2026 |
114
|
$220 M
|
| Peterson Wealth Services |
2025 Q4
|
2/11/2026 |
218
|
$390 M
|
| COMPASS CAPITAL CORP /MA/ /ADV |
2025 Q4
|
2/11/2026 |
187
|
$260 M
|
| Riverwater Partners LLC |
2025 Q4
|
2/11/2026 |
212
|
$260 M
|
| GreatBanc Trust CO |
2025 Q4
|
2/11/2026 |
124
|
$140 M
|
| Altiora Financial Group, LLC |
2025 Q4
|
2/11/2026 |
99
|
$580 M
|
| Long Corridor Asset Management Ltd |
2025 Q4
|
2/11/2026 |
20
|
$1.5 B
|
| AI-Squared Management Ltd |
2025 Q4
|
2/11/2026 |
18
|
$86 M
|
| BRILLIANCE ASSET MANAGEMENT LTD |
2025 Q4
|
2/11/2026 |
6
|
$250 M
|
| Discovery Value Fund |
2025 Q4
|
2/11/2026 |
2
|
$37 M
|
| Headwater Capital Co Ltd |
2025 Q4 - RESTATEMENT
|
2/11/2026 |
17
|
$480 M
|
| BAROMETER CAPITAL MANAGEMENT INC. |
2025 Q4
|
2/11/2026 |
131
|
$420 M
|
| WealthSpring Partners, LLC |
2025 Q4
|
2/11/2026 |
58
|
$98 M
|
| Turiya Advisors Asia Ltd |
2025 Q4
|
2/11/2026 |
5
|
$650 M
|
| Prime Capital Management Co Ltd |
2025 Q4
|
2/11/2026 |
6
|
$840 M
|
| Burkett Asset Management Ltd |
2025 Q4
|
2/11/2026 |
58
|
$99 M
|
| ASO GROUP Ltd |
2025 Q4
|
2/11/2026 |
55
|
$260 M
|
| Richmond Brothers, Inc. |
2025 Q4
|
2/11/2026 |
57
|
$160 M
|
| ICICI Prudential Asset Management Co Ltd |
2025 Q4
|
2/11/2026 |
157
|
$850 M
|
| COMPASS CAPITAL MANAGEMENT, INC |
2025 Q4
|
2/11/2026 |
83
|
$1.8 B
|
| GREAT VALLEY ADVISOR GROUP, INC. |
2025 Q4
|
2/11/2026 |
944
|
$5.2 B
|
| Glaxis Capital Management, LLC |
2025 Q4
|
2/11/2026 |
43
|
$58 M
|
| Kovack Advisors, Inc. |
2025 Q4
|
2/11/2026 |
861
|
$1.3 B
|
| Oath Planning, LLC |
2025 Q4
|
2/11/2026 |
68
|
$100 M
|
| Forge Financial Services LLC |
2025 Q4
|
2/11/2026 |
26
|
$230 M
|
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC |
2025 Q4
|
2/11/2026 |
114
|
$2.1 B
|
| TANDEMGROWTH FINANCIAL ADVISORS LLC |
2025 Q4
|
2/11/2026 |
24
|
$110 M
|
| Caerus Investment Advisors, LLC |
2025 Q4
|
2/11/2026 |
311
|
$310 M
|
| Coastwise Capital Group, LLC |
2025 Q4
|
2/11/2026 |
226
|
$200 M
|
| TCTC Holdings, LLC |
2025 Q4
|
2/11/2026 |
766
|
$3.3 B
|
| Graetz Wealth LLC |
2025 Q4
|
2/11/2026 |
77
|
$110 M
|
| Prudent Man Investment Management, Inc. |
2025 Q4
|
2/11/2026 |
178
|
$300 M
|
| Winning Points Advisors, LLC |
2025 Q4
|
2/11/2026 |
43
|
$94 M
|
| IFM Investors Pty Ltd |
2025 Q4
|
2/11/2026 |
606
|
$12 B
|
| Keel Point, LLC |
2025 Q4
|
2/11/2026 |
545
|
$1.7 B
|
| Canopy Partners, LLC |
2025 Q4
|
2/11/2026 |
253
|
$310 M
|
| Aware Super Pty Ltd as trustee of Aware Super |
2023 Q4
|
2/11/2026 |
242
|
$7.5 B
|
| CENTERSQUARE INVESTMENT MANAGEMENT LLC |
2025 Q4
|
2/11/2026 |
230
|
$10 B
|
| FIRST WILSHIRE SECURITIES MANAGEMENT INC |
2025 Q4
|
2/11/2026 |
87
|
$400 M
|
| Gigafund Management Company, LLC |
2025 Q4
|
2/11/2026 |
1
|
$91 M
|
| WealthPLAN Partners, LLC |
2025 Q4
|
2/11/2026 |
324
|
$670 M
|
| Collier Financial |
2025 Q4
|
2/11/2026 |
130
|
$130 M
|
| Te Ahumairangi Investment Management Ltd |
2025 Q4
|
2/11/2026 |
84
|
$560 M
|
| Longitude (Cayman) Ltd. |
2025 Q4
|
2/11/2026 |
36
|
$230 M
|
| LYELL WEALTH MANAGEMENT, LP |
2025 Q4
|
2/11/2026 |
213
|
$1.4 B
|
| MIdWestOne Financial Group, Inc. |
2025 Q4
|
2/11/2026 |
390
|
$900 M
|
| Pacific Wealth Management |
2025 Q4
|
2/11/2026 |
22
|
$220 M
|
| RAM Investment Partners, LLC |
2025 Q4
|
2/11/2026 |
152
|
$550 M
|
| Mattson Financial Services, LLC |
2025 Q4
|
2/11/2026 |
181
|
$430 M
|
| SAM Advisors, LLC |
2025 Q4
|
2/11/2026 |
44
|
$320 M
|
| SmartHarvest Portfolios, LLC |
2025 Q4
|
2/11/2026 |
366
|
$290 M
|
| GROUP ONE TRADING LLC |
2025 Q4
|
2/11/2026 |
8,559
|
$57 B
|
| Athena Investment Management |
2025 Q4
|
2/11/2026 |
155
|
$200 M
|
| Rockbridge Capital Management LLC |
2025 Q4
|
2/11/2026 |
31
|
$170 M
|
| VAUGHAN DAVID INVESTMENTS LLC/IL |
2025 Q4
|
2/11/2026 |
225
|
$4.6 B
|
| PRIVATE MANAGEMENT GROUP INC |
2025 Q4
|
2/11/2026 |
310
|
$3.4 B
|
| Marest Capital, LLC |
2025 Q4
|
2/11/2026 |
26
|
$180 M
|
| YCG, LLC |
2025 Q4
|
2/11/2026 |
44
|
$1.3 B
|
| CSM Advisors, LLC |
2025 Q4
|
2/11/2026 |
399
|
$3.7 B
|
| Stirlingshire Investments, Inc. |
2025 Q4
|
2/11/2026 |
186
|
$110 M
|
| Babb Wealth Advisors LLC |
2025 Q4
|
2/11/2026 |
18
|
$180 M
|
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC |
2025 Q4
|
2/11/2026 |
133
|
$620 M
|
| PFC CAPITAL GROUP, INC. |
2025 Q4
|
2/11/2026 |
89
|
$240 M
|
| RED TREE MANAGEMENT, LLC |
2025 Q4
|
2/11/2026 |
3
|
$110 M
|
| SCHOLTZ & COMPANY, LLC |
2025 Q4
|
2/11/2026 |
51
|
$230 M
|
| ARK Investment Management LLC |
2025 Q4
|
2/11/2026 |
197
|
$15 B
|
| Dodds Wealth, LLC |
2025 Q4
|
2/11/2026 |
56
|
$410 M
|
| REVOLUTION GROWTH MANAGEMENT COMPANY, INC. |
2025 Q4
|
2/11/2026 |
1
|
$0
|
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC |
2025 Q4
|
2/11/2026 |
70
|
$170 M
|
| Gateway Wealth Partners, LLC |
2025 Q4
|
2/11/2026 |
459
|
$900 M
|
| Agave Capital Management Ltd |
2025 Q4
|
2/11/2026 |
23
|
$600 M
|
| GFI Investment Counsel Ltd. |
2025 Q4
|
2/11/2026 |
26
|
$1.1 B
|
| Harpswell Capital Advisors, LLC |
2025 Q4
|
2/11/2026 |
36
|
$130 M
|
| Makaira Partners LLC |
2025 Q4
|
2/11/2026 |
11
|
$130 M
|
| PICTON MAHONEY ASSET MANAGEMENT |
2025 Q4
|
2/11/2026 |
1,198
|
$13 B
|
| MCMORGAN & CO LLC |
2025 Q4
|
2/11/2026 |
45
|
$600 M
|
| Ameraudi Asset Management, Inc. |
2025 Q3 - RESTATEMENT
|
2/11/2026 |
67
|
$170 M
|
| Atlanta Consulting Group Advisors, LLC |
2025 Q4
|
2/11/2026 |
160
|
$440 M
|
| Ameraudi Asset Management, Inc. |
2025 Q4
|
2/11/2026 |
64
|
$180 M
|
| PRIMECAP MANAGEMENT CO/CA/ |
2025 Q4
|
2/11/2026 |
319
|
$130 B
|
| PACES FERRY WEALTH ADVISORS, LLC |
2025 Q4
|
2/11/2026 |
132
|
$250 M
|
| Mill Capital Management, LLC |
2025 Q4
|
2/11/2026 |
129
|
$1.4 B
|
| Fund Evaluation Group, LLC |
2025 Q4
|
2/11/2026 |
62
|
$3.0 B
|
| BARROW HANLEY MEWHINNEY & STRAUSS LLC |
2025 Q4
|
2/11/2026 |
464
|
$30 B
|
| MEEDER ASSET MANAGEMENT INC |
2025 Q4
|
2/11/2026 |
2,168
|
$1.9 B
|
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV |
2025 Q4
|
2/11/2026 |
155
|
$370 M
|
| Meiji Yasuda Life Insurance Co |
2025 Q4
|
2/11/2026 |
221
|
$3.5 B
|
| Empowered Funds, LLC |
2025 Q4
|
2/11/2026 |
6,524
|
$13 B
|
| V3 Holding Ltd |
2025 Q4
|
2/11/2026 |
2
|
$910 M
|