| FIRST NATIONAL BANK SIOUX FALLS |
2025 Q4
|
1/30/2026 |
172
|
$330 M
|
| Valued Wealth Advisors LLC |
2025 Q4
|
1/30/2026 |
643
|
$230 M
|
| Covenant Asset Management, LLC |
2025 Q4
|
1/30/2026 |
164
|
$840 M
|
| BURRUS FINANCIAL SERVICES, INC. |
2025 Q4
|
1/30/2026 |
12
|
$180 M
|
| AMG National Trust Bank |
2025 Q4
|
1/30/2026 |
640
|
$4.2 B
|
| Capital Developers, LLC |
2025 Q4
|
1/30/2026 |
50
|
$110 M
|
| Westhampton Capital, LLC |
2025 Q4
|
1/30/2026 |
122
|
$210 M
|
| Vest Financial, LLC |
2025 Q4
|
1/30/2026 |
573
|
$7.9 B
|
| Caldwell Trust Co |
2025 Q4
|
1/30/2026 |
819
|
$1.1 B
|
| Strategic Blueprint, LLC |
2025 Q4
|
1/30/2026 |
660
|
$1.7 B
|
| CFC Planning Co LLC |
2025 Q4
|
1/30/2026 |
72
|
$130 M
|
| FengHe Fund Management Pte. Ltd. |
2025 Q4
|
1/30/2026 |
38
|
$1.8 B
|
| Carrera Capital Advisors |
2025 Q4
|
1/30/2026 |
171
|
$590 M
|
| KEATING INVESTMENT COUNSELORS INC |
2025 Q4
|
1/30/2026 |
62
|
$360 M
|
| NJ State Employees Deferred Compensation Plan |
2025 Q4
|
1/30/2026 |
1
|
$0
|
| Hingham Institution for Savings |
2025 Q4 - RESTATEMENT
|
1/30/2026 |
12
|
$120 M
|
| Skylands Capital, LLC |
2025 Q4
|
1/30/2026 |
150
|
$740 M
|
| SK Wealth Management, LLC |
2025 Q4
|
1/30/2026 |
79
|
$360 M
|
| Schaeffer Financial LLC |
2025 Q4
|
1/30/2026 |
21
|
$110 M
|
| Archer Investment Corp |
2025 Q4
|
1/30/2026 |
1,186
|
$440 M
|
| LINCLUDEN MANAGEMENT LTD |
2025 Q4
|
1/30/2026 |
71
|
$1.2 B
|
| FSA WEALTH PARTNERS, INC. |
2025 Q4
|
1/30/2026 |
88
|
$280 M
|
| Veltria Advisors Corp. |
2025 Q4
|
1/30/2026 |
29
|
$23 M
|
| TMT General Partner Ltd |
2025 Q4
|
1/30/2026 |
3
|
$250 M
|
| SOL Capital Management CO |
2025 Q4
|
1/30/2026 |
308
|
$1.1 B
|
| Cadence Bank |
2025 Q4
|
1/30/2026 |
594
|
$1.7 B
|
| ARRIEN INVESTMENTS, INC. |
2025 Q4
|
1/30/2026 |
46
|
$180 M
|
| KTF INVESTMENTS, LLC |
2025 Q4
|
1/30/2026 |
93
|
$610 M
|
| OAKWORTH CAPITAL, INC. |
2025 Q4
|
1/30/2026 |
1,258
|
$1.8 B
|
| FLOSSBACH VON STORCH SE |
2025 Q4
|
1/30/2026 |
111
|
$25 B
|
| Citizens National Bank Trust Department |
2025 Q4
|
1/30/2026 |
366
|
$580 M
|
| Arlington Trust Co LLC |
2025 Q4
|
1/30/2026 |
431
|
$980 M
|
| GPM Growth Investors, Inc. |
2025 Q4
|
1/30/2026 |
42
|
$260 M
|
| Values First Advisors, Inc. |
2025 Q4
|
1/30/2026 |
369
|
$190 M
|
| FIRST CITIZENS INVESTOR SERVICES, INC. |
2025 Q4
|
1/30/2026 |
23
|
$260 M
|
| CERTUITY, LLC |
2025 Q4
|
1/30/2026 |
587
|
$1.6 B
|
| Sound Stewardship, LLC |
2025 Q4
|
1/30/2026 |
63
|
$210 M
|
| Opus Capital Group, LLC |
2025 Q4
|
1/30/2026 |
137
|
$920 M
|
| BCU Wealth Advisors, LLC |
2025 Q4
|
1/30/2026 |
61
|
$260 M
|
| United Community Bank |
2025 Q4
|
1/30/2026 |
552
|
$260 M
|
| AMERICAN FINANCIAL & TAX STRATEGIES INC |
2025 Q4
|
1/30/2026 |
97
|
$200 M
|
| Seek First Inc. |
2025 Q4
|
1/30/2026 |
59
|
$150 M
|
| Boyer Financial Services, Inc. |
2025 Q4
|
1/30/2026 |
51
|
$94 M
|
| Urban Wealth Management, LLC |
2025 Q4
|
1/30/2026 |
94
|
$110 M
|
| Axis Wealth Partners, LLC |
2025 Q4
|
1/30/2026 |
167
|
$180 M
|
| Vivid Wealth Management, LLC |
2025 Q4
|
1/30/2026 |
64
|
$260 M
|
| Towneley Capital Management, Inc / DE |
2025 Q4
|
1/30/2026 |
40
|
$470 M
|
| Wealthfront Advisers LLC |
2025 Q4
|
1/30/2026 |
1,052
|
$45 B
|
| Samalin Investment Counsel, LLC |
2025 Q4
|
1/30/2026 |
312
|
$280 M
|
| Wealthstar Advisors, LLC |
2025 Q4
|
1/30/2026 |
125
|
$230 M
|
| ARGA Investment Management, LP |
2025 Q4
|
1/30/2026 |
110
|
$3.7 B
|
| Mitsubishi UFJ Trust & Banking Corp |
2025 Q4
|
1/30/2026 |
1,557
|
$42 B
|
| R Squared Ltd |
2025 Q4
|
1/29/2026 |
513
|
$210 M
|
| Yong Rong (HK) Asset Management Ltd |
2025 Q4
|
1/29/2026 |
23
|
$330 M
|
| M&T Bank Corp |
2025 Q4 - RESTATEMENT
|
1/29/2026 |
13,537
|
$31 B
|
| TCG Capital Management, LP |
2025 Q4
|
1/29/2026 |
1
|
$43 M
|
| Mizuho Securities Co. Ltd. |
2025 Q4
|
1/29/2026 |
14
|
$7.5 M
|
| Torren Management, LLC |
2025 Q4
|
1/29/2026 |
1,475
|
$200 M
|
| ROGCO, LP |
2025 Q4
|
1/29/2026 |
205
|
$300 M
|
| Ares Financial Consulting, LLC |
2025 Q4
|
1/29/2026 |
895
|
$100 M
|
| EXENCIAL WEALTH ADVISORS, LLC |
2025 Q4
|
1/29/2026 |
548
|
$3.2 B
|
| Glenorchy Capital Ltd |
2025 Q4
|
1/29/2026 |
66
|
$1.6 B
|
| First National Bank of Hutchinson |
2025 Q4
|
1/29/2026 |
159
|
$170 M
|
| Children's Medical Center Corp |
2025 Q4
|
1/29/2026 |
1
|
$89 M
|
| WASHINGTON CAPITAL MANAGEMENT, INC |
2025 Q4
|
1/29/2026 |
111
|
$120 M
|
| Index Fund Advisors, Inc. |
2025 Q4
|
1/29/2026 |
146
|
$2.1 B
|
| HOWARD WEALTH MANAGEMENT, LLC |
2025 Q4
|
1/29/2026 |
134
|
$230 M
|
| Koa Wealth Management, LLC |
2025 Q4
|
1/29/2026 |
58
|
$150 M
|
| Quadcap Wealth Management, LLC |
2025 Q4
|
1/29/2026 |
396
|
$870 M
|
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. |
2025 Q4
|
1/29/2026 |
217
|
$640 M
|
| Comprehensive Financial Consultants Institutional, Inc. |
2025 Q4
|
1/29/2026 |
192
|
$330 M
|
| Rareview Capital LLC |
2025 Q4
|
1/29/2026 |
51
|
$150 M
|
| COMERICA BANK |
2025 Q4
|
1/29/2026 |
6,347
|
$25 B
|
| Eagle Wealth Advisors LLC |
2025 Q4
|
1/29/2026 |
91
|
$120 M
|
| Renaissance Capital LLC |
2025 Q4
|
1/29/2026 |
39
|
$140 M
|
| Advantage Trust Co |
2025 Q4
|
1/29/2026 |
161
|
$220 M
|
| FWG Holdings, LLC |
2025 Q4
|
1/29/2026 |
109
|
$230 M
|
| Ashton Thomas Private Wealth, LLC |
2025 Q4
|
1/29/2026 |
1,000
|
$4.1 B
|
| WEST BANCORPORATION INC |
2025 Q4
|
1/29/2026 |
98
|
$190 M
|
| MIDDLETON & CO INC/MA |
2025 Q4
|
1/29/2026 |
163
|
$940 M
|
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH |
2025 Q4
|
1/29/2026 |
306
|
$440 M
|
| Hingham Institution for Savings |
2025 Q4
|
1/29/2026 |
11
|
$120 M
|
| SILVER OAK WEALTH ADVISORS SERVICES, LLC |
2025 Q4
|
1/29/2026 |
36
|
$160 M
|
| Aspen Capital Management, LLC |
2025 Q4
|
1/29/2026 |
80
|
$400 M
|
| MANAGED ASSET PORTFOLIOS, LLC |
2025 Q4
|
1/29/2026 |
62
|
$830 M
|
| Spider Management Company, LLC |
2025 Q4
|
1/29/2026 |
3
|
$220 M
|
| Gray Foundation |
2025 Q4
|
1/29/2026 |
11
|
$400 M
|
| 1834 INVESTMENT ADVISORS CO |
2025 Q4
|
1/29/2026 |
204
|
$800 M
|
| EADS & HEALD WEALTH MANAGEMENT |
2025 Q4
|
1/29/2026 |
141
|
$210 M
|
| RMR Wealth Builders |
2025 Q4
|
1/29/2026 |
275
|
$1.2 B
|
| ANCHYRA PARTNERS LLC |
2025 Q4
|
1/29/2026 |
259
|
$330 M
|
| Nippon Life Global Investors Americas, Inc. |
2025 Q4
|
1/29/2026 |
104
|
$2.4 B
|
| IMC-Chicago, LLC |
2025 Q4
|
1/29/2026 |
4,278
|
$280 B
|
| New Hampshire Trust |
2025 Q4
|
1/29/2026 |
297
|
$510 M
|
| Wheelhouse Advisory Group LLC |
2025 Q4
|
1/29/2026 |
49
|
$260 M
|
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN |
2025 Q4
|
1/29/2026 |
237
|
$550 M
|
| Aprio Wealth Management, LLC |
2025 Q4
|
1/29/2026 |
541
|
$1.7 B
|
| Midwest Capital Advisors, LLC |
2025 Q4
|
1/29/2026 |
192
|
$210 M
|
| D.A. DAVIDSON & CO. |
2025 Q4
|
1/29/2026 |
1,519
|
$16 B
|
| STILWELL VALUE LLC |
2025 Q4
|
1/29/2026 |
24
|
$180 M
|