| Pacific Wealth Strategies Group, Inc. |
2025 Q4
|
2/9/2026 |
61
|
$180 M
|
| Keating Financial Advisory Services, Inc. |
2025 Q4
|
2/9/2026 |
2,227
|
$740 M
|
| ROVIN CAPITAL /UT/ /ADV |
2025 Q4
|
2/9/2026 |
194
|
$380 M
|
| Solutions 4 Wealth, Ltd |
2025 Q4
|
2/9/2026 |
57
|
$66 M
|
| Investors Portfolio Services LLC |
2025 Q4
|
2/9/2026 |
481
|
$110 M
|
| Waratah Capital Advisors Ltd. |
2025 Q4
|
2/9/2026 |
152
|
$3.0 B
|
| MRP Capital Investments, LLC |
2025 Q4
|
2/9/2026 |
200
|
$120 M
|
| Firestone Capital Management |
2025 Q4
|
2/9/2026 |
166
|
$470 M
|
| Illumine Investment Management, LLC |
2025 Q4
|
2/9/2026 |
91
|
$140 M
|
| Diversified Portfolios, Inc. |
2025 Q4
|
2/9/2026 |
181
|
$1.2 B
|
| ADVENT CAPITAL MANAGEMENT /DE/ |
2025 Q4
|
2/9/2026 |
228
|
$5.0 B
|
| HUTCHINSON CAPITAL MANAGEMENT/CA |
2025 Q4
|
2/9/2026 |
98
|
$580 M
|
| WCM INVESTMENT MANAGEMENT, LLC |
2025 Q4
|
2/9/2026 |
241
|
$49 B
|
| MORRIS FINANCIAL CONCEPTS, INC. |
2025 Q4
|
2/9/2026 |
193
|
$290 M
|
| Northstar Financial Companies, Inc. |
2025 Q4
|
2/9/2026 |
114
|
$130 M
|
| Carl P. Sherr & Co., LLC |
2025 Q4
|
2/9/2026 |
127
|
$220 M
|
| AIA Group Ltd |
2025 Q4
|
2/9/2026 |
363
|
$6.7 B
|
| MIZUHO SECURITIES USA LLC |
2025 Q4
|
2/9/2026 |
702
|
$6.0 B
|
| SAWGRASS ASSET MANAGEMENT LLC |
2025 Q4
|
2/9/2026 |
187
|
$800 M
|
| Roubaix Capital, LLC |
2025 Q4
|
2/9/2026 |
46
|
$230 M
|
| NICOLET BANKSHARES INC |
2025 Q4
|
2/9/2026 |
231
|
$620 M
|
| Ballast Asset Management, LP |
2025 Q4
|
2/9/2026 |
52
|
$210 M
|
| HARBOUR INVESTMENTS, INC. |
2025 Q4
|
2/9/2026 |
3,866
|
$4.9 B
|
| Wiser Advisor Group LLC |
2025 Q4
|
2/9/2026 |
233
|
$87 M
|
| 12th Street Asset Management Company, LLC |
2025 Q4
|
2/9/2026 |
32
|
$610 M
|
| Global Assets Advisory, LLC |
2025 Q4
|
2/9/2026 |
283
|
$350 M
|
| Tandem Investment Advisors, Inc. |
2025 Q4
|
2/9/2026 |
83
|
$2.7 B
|
| ENDEAVOUR CAPITAL ADVISORS INC |
2025 Q4
|
2/9/2026 |
41
|
$360 M
|
| Minerva Advisors LLC |
2025 Q4
|
2/9/2026 |
104
|
$150 M
|
| North Forty Two & Co. |
2025 Q4
|
2/9/2026 |
97
|
$110 M
|
| Optimize Financial Inc |
2025 Q4
|
2/9/2026 |
320
|
$200 M
|
| EMERALD MUTUAL FUND ADVISERS TRUST |
2025 Q4
|
2/9/2026 |
189
|
$2.1 B
|
| EMERALD ADVISERS, LLC |
2025 Q4
|
2/9/2026 |
246
|
$3.2 B
|
| Prairie Wealth Advisors, Inc. |
2025 Q4
|
2/9/2026 |
149
|
$240 M
|
| SHUFRO ROSE & CO LLC |
2025 Q4
|
2/9/2026 |
300
|
$1.5 B
|
| Mediolanum International Funds Ltd |
2025 Q4
|
2/9/2026 |
408
|
$10 B
|
| LEAVELL INVESTMENT MANAGEMENT, INC. |
2025 Q4
|
2/9/2026 |
584
|
$2.4 B
|
| WHITE PINE CAPITAL LLC |
2025 Q4
|
2/9/2026 |
219
|
$360 M
|
| MONETTA FINANCIAL SERVICES INC |
2025 Q4
|
2/9/2026 |
57
|
$140 M
|
| Avalon Trust Co |
2025 Q4
|
2/9/2026 |
433
|
$1.5 B
|
| Trans-Canada Capital Inc. |
2025 Q4
|
2/9/2026 |
7
|
$1.7 B
|
| SECTORAL ASSET MANAGEMENT INC |
2025 Q4
|
2/9/2026 |
74
|
$120 M
|
| Blue Owl Capital Holdings LP |
2025 Q4
|
2/9/2026 |
83
|
$1.3 B
|
| 44 WEALTH MANAGEMENT LLC |
2025 Q4
|
2/9/2026 |
196
|
$300 M
|
| Clearstead Trust, LLC |
2025 Q4
|
2/9/2026 |
997
|
$640 M
|
| NIA IMPACT ADVISORS, LLC |
2025 Q4
|
2/9/2026 |
101
|
$300 M
|
| NICOLA WEALTH MANAGEMENT LTD. |
2025 Q4
|
2/9/2026 |
65
|
$1.1 B
|
| Westover Capital Advisors, LLC |
2025 Q4
|
2/9/2026 |
230
|
$550 M
|
| CYBER HORNET ETFs LLC |
2025 Q4
|
2/9/2026 |
512
|
$170 M
|
| Clearstead Advisors, LLC |
2025 Q4
|
2/9/2026 |
2,736
|
$7.9 B
|
| GeoSphere Capital Management, LLC |
2025 Q4
|
2/9/2026 |
40
|
$300 M
|
| Kazazian Asset Management, LLC |
2025 Q4
|
2/9/2026 |
49
|
$95 M
|
| Churchill Financial Advisors, LLC |
2025 Q4
|
2/9/2026 |
122
|
$330 M
|
| Eukles Asset Management |
2025 Q4
|
2/9/2026 |
230
|
$260 M
|
| ALLSTATE CORP |
2025 Q4
|
2/9/2026 |
699
|
$7.3 B
|
| LGL PARTNERS, LLC |
2025 Q4
|
2/9/2026 |
53
|
$230 M
|
| MSH Capital Advisors LLC |
2025 Q4
|
2/9/2026 |
297
|
$470 M
|
| SUMMITRY LLC |
2025 Q4
|
2/9/2026 |
251
|
$2.4 B
|
| Murphy Pohlad Asset Management LLC |
2025 Q4
|
2/9/2026 |
125
|
$260 M
|
| Gordian Advisors LLC |
2025 Q4
|
2/9/2026 |
52
|
$150 M
|
| COOKE & BIELER LP |
2025 Q4
|
2/9/2026 |
150
|
$9.6 B
|
| Annis Gardner Whiting Capital Advisors, LLC |
2025 Q4
|
2/9/2026 |
1,209
|
$530 M
|
| Linden Rose Investment LLC |
2025 Q4
|
2/9/2026 |
7
|
$120 M
|
| Fisher Asset Management, LLC |
2025 Q4
|
2/9/2026 |
1,017
|
$290 B
|
| Choate Investment Advisors |
2025 Q4
|
2/9/2026 |
444
|
$5.1 B
|
| Rooted Wealth Advisors, Inc. |
2025 Q4
|
2/9/2026 |
138
|
$360 M
|
| Sandy Cove Advisors, LLC |
2025 Q4
|
2/9/2026 |
142
|
$340 M
|
| FFT WEALTH MANAGEMENT LLC |
2025 Q4
|
2/9/2026 |
86
|
$530 M
|
| Legal & General Group Plc |
2025 Q4
|
2/9/2026 |
8,170
|
$450 B
|
| Main Street Research LLC |
2025 Q4
|
2/9/2026 |
129
|
$1.7 B
|
| Zeno Equity Partners LLP |
2025 Q4
|
2/9/2026 |
12
|
$240 M
|
| Narus Financial Partners, LLC |
2025 Q4
|
2/9/2026 |
162
|
$360 M
|
| RHL GROUP, LLC |
2025 Q4
|
2/9/2026 |
215
|
$120 M
|
| Morningstar Investment Management LLC |
2025 Q4
|
2/9/2026 |
327
|
$1.7 B
|
| Diversified Investment Strategies, LLC |
2025 Q4
|
2/9/2026 |
50
|
$150 M
|
| ROBINSON SMITH WEALTH ADVISORS LLC |
2025 Q4
|
2/9/2026 |
84
|
$150 M
|
| SLT Holdings LLC |
2025 Q4
|
2/9/2026 |
140
|
$160 M
|
| Glenview Trust Co |
2025 Q4
|
2/9/2026 |
782
|
$6.5 B
|
| Clearwater Capital Advisors, LLC |
2025 Q4
|
2/9/2026 |
163
|
$1.2 B
|
| Elite Life Management LLC |
2025 Q4
|
2/9/2026 |
53
|
$62 M
|
| New Age Alpha Advisors, LLC |
2025 Q4
|
2/9/2026 |
758
|
$2.3 B
|
| REDSTONE WEALTH MANAGEMENT, LLC |
2025 Q4
|
2/9/2026 |
39
|
$130 M
|
| Mann Financial Group, Inc. |
2025 Q4 - RESTATEMENT
|
2/9/2026 |
31
|
$100 M
|
| Thrive Capital Management, LLC |
2025 Q4
|
2/9/2026 |
174
|
$450 M
|
| HBK Sorce Advisory LLC |
2025 Q4
|
2/9/2026 |
633
|
$4.4 B
|
| Mathes Company, Inc. |
2025 Q4
|
2/9/2026 |
126
|
$280 M
|
| Allen Capital Group, LLC |
2025 Q4
|
2/9/2026 |
282
|
$1.1 B
|
| Genus Capital Management Inc. |
2025 Q4
|
2/9/2026 |
195
|
$860 M
|
| Sensible Money, LLC |
2025 Q4
|
2/9/2026 |
86
|
$310 M
|
| HANTZ FINANCIAL SERVICES, INC. |
2025 Q4
|
2/9/2026 |
2,511
|
$6.8 B
|
| INTERACTIVE FINANCIAL ADVISORS, INC. |
2025 Q4
|
2/9/2026 |
78
|
$150 M
|
| Narus Financial Partners, LLC |
2025 Q3 - RESTATEMENT
|
2/9/2026 |
171
|
$370 M
|
| Intermede Investment Partners Ltd |
2025 Q4
|
2/9/2026 |
31
|
$2.4 B
|
| Van Cleef Asset Management,Inc |
2025 Q4
|
2/9/2026 |
117
|
$990 M
|
| LifePlan Investment Advisors, Inc. |
2025 Q4
|
2/9/2026 |
116
|
$250 M
|
| Simplify Asset Management Inc. |
2025 Q4
|
2/9/2026 |
142
|
$6.1 B
|
| Clayton, Dubilier & Rice, LLC |
2025 Q4
|
2/9/2026 |
2
|
$590 M
|
| TODD ASSET MANAGEMENT LLC |
2025 Q4
|
2/9/2026 |
265
|
$5.1 B
|
| Wealthquest Corp |
2025 Q4
|
2/9/2026 |
148
|
$1.3 B
|
| Kuhn & Co Investment Counsel |
2025 Q4
|
2/9/2026 |
142
|
$150 M
|