| ROTHSCHILD INVESTMENT LLC |
2025 Q4
|
2/9/2026 |
3,428
|
$1.8 B
|
| Weaver Consulting Group |
2025 Q4
|
2/9/2026 |
268
|
$410 M
|
| Lummis Asset Management, LP |
2025 Q4
|
2/9/2026 |
190
|
$160 M
|
| Womack Financial LLC |
2025 Q4
|
2/9/2026 |
66
|
$140 M
|
| Headwater Capital Co Ltd |
2025 Q4
|
2/9/2026 |
17
|
$410 M
|
| INSPIRE TRUST CO, N.A. |
2025 Q4
|
2/9/2026 |
110
|
$610 M
|
| Womack Financial LLC |
2025 Q1 - RESTATEMENT
|
2/9/2026 |
65
|
$110 M
|
| Womack Financial LLC |
2025 Q2 - RESTATEMENT
|
2/9/2026 |
65
|
$120 M
|
| Garde Capital, Inc. |
2025 Q4
|
2/9/2026 |
217
|
$1.7 B
|
| Pasadena Private Wealth, LLC |
2025 Q4
|
2/9/2026 |
308
|
$740 M
|
| Linscomb Wealth, Inc. |
2025 Q4
|
2/9/2026 |
305
|
$2.4 B
|
| Basepoint Wealth LLC |
2025 Q4
|
2/9/2026 |
601
|
$160 M
|
| GLYNN CAPITAL MANAGEMENT LLC |
2025 Q4
|
2/9/2026 |
37
|
$290 M
|
| Operose Advisors LLC |
2025 Q4
|
2/9/2026 |
472
|
$430 M
|
| MYCIO WEALTH PARTNERS, LLC |
2025 Q4
|
2/9/2026 |
48
|
$480 M
|
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. |
2025 Q4
|
2/9/2026 |
130
|
$64 M
|
| National Pension Service |
2025 Q4
|
2/9/2026 |
561
|
$140 B
|
| Godfrey Financial Associates, Inc. |
2025 Q4
|
2/9/2026 |
1,116
|
$120 M
|
| IFG Advisory, LLC |
2025 Q4
|
2/9/2026 |
750
|
$2.3 B
|
| Baker Avenue Asset Management, LP |
2025 Q4
|
2/9/2026 |
625
|
$4.3 B
|
| Boxwood Ventures, Inc. |
2025 Q4
|
2/9/2026 |
34
|
$99 M
|
| FOUNDATIONS INVESTMENT ADVISORS, LLC |
2025 Q4
|
2/9/2026 |
1,395
|
$7.6 B
|
| PL Capital Advisors, LLC |
2025 Q4
|
2/9/2026 |
26
|
$320 M
|
| Constant Guidance Financial LLC |
2025 Q4
|
2/9/2026 |
48
|
$140 M
|
| Novak & Powell Financial Services, Inc. |
2025 Q4
|
2/9/2026 |
166
|
$190 M
|
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund |
2025 Q4
|
2/9/2026 |
177
|
$7.2 B
|
| SBI Okasan Asset Management Co.Ltd. |
2025 Q4
|
2/9/2026 |
308
|
$1.8 B
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2025 Q4 - RESTATEMENT
|
2/9/2026 |
4,007
|
$160 B
|
| Semanteon Capital Management, LP |
2025 Q4
|
2/9/2026 |
8
|
$750 k
|
| CASTLEKEEP INVESTMENT ADVISORS LLC |
2025 Q4
|
2/9/2026 |
90
|
$220 M
|
| SWMG, LLC |
2025 Q4
|
2/9/2026 |
120
|
$360 M
|
| SEVEN GRAND MANAGERS, LLC |
2025 Q4
|
2/9/2026 |
138
|
$1.3 B
|
| Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust |
2025 Q4
|
2/9/2026 |
29
|
$370 M
|
| Murphy & Mullick Capital Management Corp |
2025 Q4
|
2/9/2026 |
839
|
$140 M
|
| MidAtlantic Capital Management, Inc. |
2025 Q4
|
2/9/2026 |
240
|
$160 M
|
| FPC INVESTMENT ADVISORY, INC. |
2025 Q4
|
2/9/2026 |
34
|
$180 M
|
| THOROUGHBRED FINANCIAL SERVICES, LLC |
2025 Q4
|
2/9/2026 |
576
|
$1.7 B
|
| Madryn Asset Management, LP |
2025 Q4
|
2/9/2026 |
3
|
$35 M
|
| West Family Investments, Inc. |
2025 Q3 - NEW HOLDINGS
|
2/9/2026 |
1
|
$3.0 M
|
| HARTLINE INVESTMENT CORP/ |
2025 Q4
|
2/9/2026 |
109
|
$920 M
|
| Jefferies Financial Group Inc. |
2025 Q4
|
2/9/2026 |
1,824
|
$20 B
|
| LINCOLN NATIONAL CORP |
2025 Q4
|
2/9/2026 |
20
|
$3.4 B
|
| Twin Cities Retirement Group LLC |
2025 Q4
|
2/9/2026 |
24
|
$100 M
|
| Shelter Rock Management, LLC |
2025 Q4
|
2/9/2026 |
42
|
$100 M
|
| Pathfinder Wealth Consulting, Inc. |
2025 Q4
|
2/9/2026 |
166
|
$160 M
|
| Carroll Advisory Group, LLC |
2025 Q4
|
2/9/2026 |
72
|
$230 M
|
| William Mack & Associates, Inc. |
2025 Q4
|
2/9/2026 |
92
|
$210 M
|
| ALLIUM FINANCIAL ADVISORS, LLC |
2025 Q4
|
2/9/2026 |
79
|
$130 M
|
| ALLIUM FINANCIAL ADVISORS, LLC |
2025 Q2 - RESTATEMENT
|
2/9/2026 |
88
|
$110 M
|
| CLUNE & ASSOCIATES, LTD. |
2025 Q4
|
2/9/2026 |
166
|
$460 M
|
| LongView Asset Management LLC |
2025 Q4
|
2/9/2026 |
51
|
$140 M
|
| Parkshore Wealth Management, Inc. |
2025 Q4
|
2/9/2026 |
69
|
$270 M
|
| Flagstone Financial Management |
2025 Q4
|
2/9/2026 |
66
|
$390 M
|
| Heritage Wealth Management, Inc./Texas |
2025 Q4
|
2/9/2026 |
38
|
$230 M
|
| RPOA Advisors, Inc. |
2025 Q4
|
2/9/2026 |
6
|
$3.9 B
|
| Decas Capital LLC |
2025 Q4
|
2/9/2026 |
1
|
$0
|
| Strategic Financial Concepts, LLC |
2025 Q4
|
2/9/2026 |
126
|
$110 M
|
| ARQ WEALTH ADVISORS, LLC |
2025 Q4
|
2/9/2026 |
135
|
$370 M
|
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC |
2025 Q4
|
2/9/2026 |
169
|
$480 M
|
| Beck Bode, LLC |
2025 Q4
|
2/9/2026 |
94
|
$600 M
|
| MQS Management LLC |
2025 Q4
|
2/9/2026 |
386
|
$170 M
|
| White Lighthouse Investment Management Inc. |
2025 Q4
|
2/9/2026 |
150
|
$720 M
|
| St. Louis Trust Co |
2025 Q4
|
2/9/2026 |
213
|
$870 M
|
| Empirical Capital Management, LLC |
2025 Q3
|
2/9/2026 |
12
|
$150 M
|
| Roberts Foundation |
2025 Q4
|
2/9/2026 |
2
|
$37 M
|
| New England Private Wealth Advisors LLC |
2025 Q4
|
2/9/2026 |
187
|
$1.7 B
|
| TRB Advisors LP |
2025 Q4
|
2/9/2026 |
11
|
$430 M
|
| BANTA ASSET MANAGEMENT LP |
2025 Q4
|
2/9/2026 |
17
|
$110 M
|
| Lisanti Capital Growth, LLC |
2025 Q4
|
2/9/2026 |
110
|
$420 M
|
| Guinness Atkinson Asset Management Inc |
2025 Q4
|
2/9/2026 |
93
|
$210 M
|
| Guinness Asset Management LTD |
2025 Q4
|
2/9/2026 |
146
|
$6.2 B
|
| Arrow Investment Advisors, LLC |
2025 Q4
|
2/9/2026 |
49
|
$90 M
|
| TIFF ADVISORY SERVICES, LLC |
2025 Q4
|
2/9/2026 |
31
|
$580 M
|
| BUCKHEAD CAPITAL MANAGEMENT LLC |
2025 Q4
|
2/9/2026 |
138
|
$280 M
|
| BERKSHIRE CAPITAL HOLDINGS INC |
2025 Q4
|
2/9/2026 |
109
|
$300 M
|
| COLDSTREAM CAPITAL MANAGEMENT INC |
2025 Q4
|
2/9/2026 |
1,528
|
$7.8 B
|
| Arista Wealth Management, LLC |
2025 Q4
|
2/9/2026 |
248
|
$810 M
|
| Connecticut Capital Management Group, LLC |
2025 Q4
|
2/9/2026 |
125
|
$100 M
|
| Premier Financial Group |
2025 Q4
|
2/9/2026 |
56
|
$380 M
|
| SMITH CHAS P & ASSOCIATES PA CPAS |
2025 Q4
|
2/9/2026 |
174
|
$1.9 B
|
| V. M. MANNING & CO., INC. |
2025 Q4
|
2/9/2026 |
54
|
$99 M
|
| Kingsview Wealth Management, LLC |
2025 Q4
|
2/9/2026 |
1,367
|
$6.9 B
|
| Barry Investment Advisors, LLC |
2025 Q4
|
2/9/2026 |
102
|
$450 M
|
| Severin Investments, LLC |
2025 Q4
|
2/9/2026 |
167
|
$110 M
|
| Vulcan Value Partners, LLC |
2025 Q4
|
2/9/2026 |
40
|
$5.4 B
|
| Leeward Financial Partners, LLC |
2025 Q4
|
2/9/2026 |
96
|
$360 M
|
| Eaton Financial Holdings Company, LLC |
2025 Q4
|
2/9/2026 |
134
|
$370 M
|
| Koesten, Hirschmann & Crabtree, INC. |
2025 Q4
|
2/9/2026 |
42
|
$200 M
|
| TradeWell Securities, LLC. |
2025 Q4
|
2/9/2026 |
45
|
$260 M
|
| PSI Advisors, LLC |
2025 Q4
|
2/9/2026 |
275
|
$400 M
|
| Unified Investment Management |
2025 Q4
|
2/9/2026 |
137
|
$100 M
|
| Texas Capital Bank Wealth Management Services Inc |
2025 Q4
|
2/9/2026 |
527
|
$1.7 B
|
| Ciovacco Capital Management LLC |
2025 Q4
|
2/9/2026 |
27
|
$200 M
|
| Starr Indemnity & Liability Co |
2025 Q4
|
2/9/2026 |
4
|
$350 M
|
| WAYSTONE ADVISORS LLC |
2025 Q4
|
2/9/2026 |
102
|
$120 M
|
| Client First Investment Management LLC |
2025 Q4
|
2/9/2026 |
30
|
$190 M
|
| Community Bank & Trust, Waco, Texas |
2025 Q4
|
2/9/2026 |
153
|
$490 M
|
| MTM Investment Management, LLC |
2025 Q4
|
2/9/2026 |
710
|
$310 M
|
| C V STARR & CO INC |
2025 Q4
|
2/9/2026 |
5
|
$180 M
|
| NWK Group, Inc. |
2025 Q4
|
2/9/2026 |
67
|
$290 M
|