| WATERSHED PRIVATE WEALTH LLC |
2025 Q4
|
1/23/2026 |
115
|
$330 M
|
| GUYASUTA INVESTMENT ADVISORS INC |
2025 Q4
|
1/23/2026 |
265
|
$1.8 B
|
| Visionary Horizons, LLC |
2025 Q4
|
1/23/2026 |
113
|
$190 M
|
| State of Alaska, Department of Revenue |
2025 Q4
|
1/23/2026 |
3,587
|
$9.4 B
|
| FOREFRONT WEALTH MANAGEMENT INC. |
2025 Q4
|
1/23/2026 |
71
|
$140 M
|
| Uptown Financial Advisors LLC |
2025 Q4
|
1/23/2026 |
78
|
$140 M
|
| Aspect Partners, LLC |
2025 Q4
|
1/23/2026 |
955
|
$230 M
|
| TECTONIC ADVISORS LLC |
2025 Q4
|
1/23/2026 |
411
|
$1.9 B
|
| Westside Investment Management, Inc. |
2025 Q4
|
1/23/2026 |
1,944
|
$630 M
|
| Legacy Bridge, LLC |
2025 Q4
|
1/23/2026 |
464
|
$250 M
|
| Asset Advisors Investment Management, LLC |
2025 Q4
|
1/23/2026 |
108
|
$1.1 B
|
| HBW ADVISORY SERVICES LLC |
2025 Q4
|
1/23/2026 |
424
|
$920 M
|
| Sippican Capital Advisors |
2025 Q4
|
1/23/2026 |
113
|
$160 M
|
| E&G Advisors, LP |
2025 Q4
|
1/23/2026 |
231
|
$450 M
|
| Highland Financial Advisors, LLC |
2025 Q4
|
1/23/2026 |
66
|
$360 M
|
| Sage Investment Counsel LLC |
2025 Q4
|
1/23/2026 |
123
|
$91 M
|
| Gilliland Jeter Wealth Management LLC |
2025 Q4
|
1/23/2026 |
174
|
$330 M
|
| RFG Holdings, Inc. |
2025 Q4
|
1/23/2026 |
66
|
$400 M
|
| FSM Wealth Advisors, LLC |
2025 Q4
|
1/23/2026 |
307
|
$730 M
|
| Atala Financial Inc |
2025 Q4
|
1/23/2026 |
122
|
$160 M
|
| SMITH, MOORE & CO. |
2025 Q4
|
1/23/2026 |
526
|
$1.3 B
|
| Destiny Capital Corp/CO |
2025 Q4
|
1/23/2026 |
54
|
$190 M
|
| RETIREMENT GUYS FORMULA LLC |
2025 Q4
|
1/23/2026 |
150
|
$220 M
|
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. |
2025 Q4
|
1/23/2026 |
243
|
$1.6 B
|
| ALTERNA WEALTH MANAGEMENT, INC |
2025 Q4
|
1/23/2026 |
101
|
$120 M
|
| PARAGON CAPITAL MANAGEMENT INC |
2025 Q4
|
1/23/2026 |
74
|
$130 M
|
| VALLEY NATIONAL ADVISERS INC |
2025 Q4
|
1/23/2026 |
1,023
|
$720 M
|
| Old North State Wealth Management, LLC |
2025 Q4
|
1/23/2026 |
118
|
$210 M
|
| BAILLIE GIFFORD & CO |
2025 Q4
|
1/23/2026 |
902
|
$120 B
|
| KOM Wealth Management Group, LLC |
2025 Q4
|
1/23/2026 |
86
|
$140 M
|
| Lunate Capital Ltd |
2025 Q4
|
1/23/2026 |
6
|
$260 M
|
| James J. Burns & Company, LLC |
2025 Q4
|
1/23/2026 |
161
|
$720 M
|
| FINANCIAL ADVISORY PARTNERS, LLC |
2025 Q4
|
1/23/2026 |
66
|
$350 M
|
| ABLE Financial Group, LLC |
2025 Q4
|
1/23/2026 |
210
|
$490 M
|
| FFG Partners, LLC |
2025 Q4
|
1/23/2026 |
39
|
$340 M
|
| Brown Miller Wealth Management, LLC |
2025 Q4
|
1/23/2026 |
276
|
$360 M
|
| Smallwood Wealth Investment Management, LLC |
2025 Q4
|
1/23/2026 |
521
|
$190 M
|
| Private Wealth Management Group, LLC |
2025 Q4
|
1/23/2026 |
1,482
|
$370 M
|
| Chronos Wealth Management, LLC |
2025 Q4
|
1/23/2026 |
39
|
$220 M
|
| High Ground Investment Management LLP |
2025 Q4
|
1/23/2026 |
6
|
$690 M
|
| Capital Investment Counsel, Inc |
2025 Q4
|
1/23/2026 |
261
|
$850 M
|
| NORTHLAND SECURITIES, INC. |
2025 Q4
|
1/23/2026 |
111
|
$100 M
|
| CATHY PARETO & ASSOCIATES, INC |
2025 Q4
|
1/23/2026 |
92
|
$140 M
|
| MASTERCARD FOUNDATION ASSET MANAGEMENT CORP |
2025 Q4
|
1/23/2026 |
3
|
$41 B
|
| AUA CAPITAL MANAGEMENT, LLC |
2025 Q4
|
1/23/2026 |
80
|
$200 M
|
| Stanley-Laman Group, Ltd. |
2025 Q4
|
1/23/2026 |
306
|
$790 M
|
| Andrew Hill Investment Advisors, Inc. |
2025 Q4
|
1/23/2026 |
47
|
$130 M
|
| Running Oak Capital LLC |
2025 Q4
|
1/23/2026 |
109
|
$800 M
|
| OGOREK ANTHONY JOSEPH /NY/ /ADV |
2025 Q4
|
1/23/2026 |
708
|
$360 M
|
| Live Oak Private Wealth LLC |
2025 Q4
|
1/23/2026 |
198
|
$730 M
|
| DEPRINCE RACE & ZOLLO INC |
2025 Q4
|
1/23/2026 |
183
|
$5.2 B
|
| Castellan Group |
2025 Q4
|
1/23/2026 |
61
|
$800 M
|
| IRIDIAN ASSET MANAGEMENT LLC/CT |
2025 Q4
|
1/23/2026 |
46
|
$270 M
|
| Oxler Private Wealth LLC |
2025 Q4
|
1/23/2026 |
90
|
$350 M
|
| MONARCH CAPITAL MANAGEMENT INC |
2025 Q4
|
1/23/2026 |
124
|
$410 M
|
| Bayhunt Capital LLC |
2025 Q4
|
1/23/2026 |
18
|
$180 M
|
| Legacy Financial Strategies, LLC |
2025 Q4
|
1/23/2026 |
138
|
$560 M
|
| U.S. Capital Wealth Advisors, LLC |
2025 Q4
|
1/23/2026 |
988
|
$3.8 B
|
| PMG Wealth Management, Inc. |
2025 Q4
|
1/23/2026 |
56
|
$140 M
|
| Blue Sky Capital Consultants Group, Inc. |
2025 Q4
|
1/23/2026 |
77
|
$230 M
|
| FOUNDERS CAPITAL MANAGEMENT, LLC |
2025 Q4
|
1/23/2026 |
79
|
$670 M
|
| CAMBIAR INVESTORS LLC |
2025 Q4
|
1/23/2026 |
146
|
$2.2 B
|
| TT International Asset Management LTD |
2025 Q4
|
1/23/2026 |
41
|
$470 M
|
| Hardman Johnston Global Advisors LLC |
2025 Q4
|
1/23/2026 |
71
|
$2.1 B
|
| Hedeker Wealth, LLC |
2025 Q4
|
1/23/2026 |
87
|
$480 M
|
| Curbstone Financial Management Corp |
2025 Q4
|
1/23/2026 |
201
|
$520 M
|
| BRIGHT FINANCIAL ADVISORS, INC. |
2025 Q4
|
1/23/2026 |
65
|
$210 M
|
| Kelsey Financial, LLC |
2025 Q4
|
1/23/2026 |
62
|
$120 M
|
| BURNEY CO/ |
2025 Q4
|
1/23/2026 |
689
|
$3.2 B
|
| First PREMIER Bank |
2025 Q4
|
1/23/2026 |
584
|
$440 M
|
| GREENUP STREET WEALTH MANAGEMENT LLC |
2025 Q4 - RESTATEMENT
|
1/23/2026 |
119
|
$690 M
|
| GENWORTH FINANCIAL INC |
2025 Q4
|
1/23/2026 |
2
|
$450 M
|
| TCV Trust & Wealth Management, Inc. |
2025 Q4
|
1/23/2026 |
417
|
$1.2 B
|
| Ashford Advisors, LLC |
2025 Q4
|
1/23/2026 |
20
|
$460 M
|
| LILLY ENDOWMENT INC |
2025 Q4
|
1/23/2026 |
1
|
$99 B
|
| Yorktown Management & Research Co Inc |
2025 Q4
|
1/23/2026 |
219
|
$130 M
|
| Aldebaran Financial Inc. |
2025 Q4
|
1/23/2026 |
77
|
$110 M
|
| Valley Brook Capital Group, Inc. |
2025 Q4
|
1/23/2026 |
120
|
$150 M
|
| HF Advisory Group, LLC |
2025 Q4 - RESTATEMENT
|
1/23/2026 |
168
|
$290 M
|
| INTEGRATED WEALTHCARE, LLC |
2025 Q4
|
1/23/2026 |
28
|
$120 M
|
| Axiom Financial Strategies, LLC |
2025 Q4
|
1/23/2026 |
49
|
$240 M
|
| Armbruster Capital Management, Inc. |
2025 Q4
|
1/23/2026 |
132
|
$600 M
|
| Kagan Cocozza Asset Management |
2025 Q4
|
1/23/2026 |
64
|
$140 M
|
| HELIOS CAPITAL MANAGEMENT PTE. LTD |
2025 Q4
|
1/23/2026 |
37
|
$150 M
|
| CHOREO, LLC |
2025 Q4
|
1/23/2026 |
1,575
|
$7.8 B
|
| Nationwide Fund Advisors |
2025 Q4
|
1/23/2026 |
10
|
$2.3 B
|
| DARA CAPITAL US, INC. |
2025 Q4
|
1/23/2026 |
119
|
$110 M
|
| Fifth Third Securities, Inc. |
2025 Q4
|
1/23/2026 |
332
|
$1.5 B
|
| Fortune Financial Advisors, LLC |
2025 Q4
|
1/23/2026 |
99
|
$150 M
|
| NBT BANK N A /NY |
2025 Q4
|
1/23/2026 |
1,374
|
$1.5 B
|
| Gibbs Wealth Management |
2025 Q4
|
1/23/2026 |
325
|
$410 M
|
| KELLY FINANCIAL GROUP LLC |
2025 Q4
|
1/23/2026 |
96
|
$390 M
|
| Bowman & Co S.C. |
2025 Q4
|
1/23/2026 |
118
|
$240 M
|
| Family Investment Center, Inc. |
2025 Q4
|
1/23/2026 |
97
|
$500 M
|
| Gilbert Capital Group, Inc. |
2025 Q4
|
1/23/2026 |
53
|
$130 M
|
| Fort Henry Capital, LLC |
2025 Q4
|
1/23/2026 |
16
|
$160 M
|
| Integrated Financial Solutions, Inc. |
2025 Q4
|
1/23/2026 |
34
|
$170 M
|
| Sumitomo Mitsui Trust Group, Inc. |
2025 Q4
|
1/23/2026 |
1,049
|
$170 B
|
| Luma Capital S.A. - SPF |
2025 Q4
|
1/23/2026 |
11
|
$110 M
|
| Palouse Capital Management, Inc. |
2025 Q4
|
1/22/2026 |
162
|
$160 M
|