| Fi3 FINANCIAL ADVISORS, LLC |
2025 Q4
|
2/6/2026 |
192
|
$330 M
|
| Prescott Group Capital Management, L.L.C. |
2025 Q4
|
2/6/2026 |
278
|
$1.1 B
|
| BURLING WEALTH PARTNERS, LLC |
2025 Q4
|
2/6/2026 |
185
|
$640 M
|
| SIERRA SUMMIT ADVISORS LLC |
2025 Q4
|
2/6/2026 |
171
|
$650 M
|
| MJP ASSOCIATES INC /ADV |
2025 Q4
|
2/6/2026 |
248
|
$800 M
|
| Red Wave Investments LLC |
2025 Q4
|
2/6/2026 |
113
|
$340 M
|
| Leonteq Securities AG |
2025 Q4
|
2/6/2026 |
1,469
|
$3.3 B
|
| PINKERTON WEALTH, LLC |
2025 Q4
|
2/6/2026 |
138
|
$980 M
|
| IFP Advisors, Inc |
2025 Q3 - RESTATEMENT
|
2/6/2026 |
4,843
|
$3.9 B
|
| Midwest Professional Planners, LTD. |
2025 Q4
|
2/6/2026 |
142
|
$420 M
|
| Seros Financial, LLC |
2025 Q4
|
2/6/2026 |
61
|
$170 M
|
| RPS ADVISORY SOLUTIONS LLC |
2025 Q4
|
2/6/2026 |
134
|
$210 M
|
| MAD RIVER INVESTORS |
2025 Q4
|
2/6/2026 |
35
|
$220 M
|
| Quantum Private Wealth, LLC |
2025 Q4
|
2/6/2026 |
169
|
$340 M
|
| Madison International Realty Holdings, LLC |
2025 Q4
|
2/6/2026 |
1
|
$55 M
|
| BROWN WEALTH MANAGEMENT, LLC |
2025 Q4
|
2/6/2026 |
110
|
$380 M
|
| Poehling Capital Management, INC. |
2025 Q4
|
2/6/2026 |
141
|
$490 M
|
| Providence Wealth Advisors, LLC |
2025 Q4
|
2/6/2026 |
89
|
$160 M
|
| AFBI LP |
2025 Q4
|
2/6/2026 |
1
|
$0
|
| Marble Harbor Investment Counsel, LLC |
2025 Q4
|
2/6/2026 |
185
|
$940 M
|
| ADELL HARRIMAN & CARPENTER INC |
2025 Q4
|
2/6/2026 |
168
|
$1.7 B
|
| GRIFFIN ASSET MANAGEMENT, INC. |
2025 Q4
|
2/6/2026 |
234
|
$920 M
|
| MOTCO |
2025 Q4
|
2/6/2026 |
829
|
$1.1 B
|
| PRINCETON CAPITAL MANAGEMENT LLC |
2025 Q4
|
2/6/2026 |
141
|
$390 M
|
| ABN AMRO INVESTMENT SOLUTIONS |
2025 Q4
|
2/6/2026 |
749
|
$6.8 B
|
| Midwestern Financial, LLC /IA |
2025 Q4
|
2/6/2026 |
52
|
$120 M
|
| Wellesley Asset Management |
2025 Q4 - RESTATEMENT
|
2/6/2026 |
54
|
$960 M
|
| Rathbones Group PLC |
2025 Q4 - RESTATEMENT
|
2/6/2026 |
628
|
$25 B
|
| Reliant Investment Partners, LLC |
2025 Q4
|
2/6/2026 |
109
|
$130 M
|
| Lazard Freres Gestion S.A.S. |
2025 Q4
|
2/6/2026 |
112
|
$5.6 B
|
| Fischer Financial Services, Inc. |
2025 Q4
|
2/6/2026 |
63
|
$380 M
|
| BlueStem Wealth Partners, LLC |
2025 Q4
|
2/6/2026 |
125
|
$910 M
|
| Bastion Asset Management Inc. |
2025 Q4
|
2/6/2026 |
35
|
$180 M
|
| Graticule Asia Macro Advisors LLC |
2025 Q4
|
2/6/2026 |
2
|
$450 M
|
| LITTLE HOUSE CAPITAL LLC |
2025 Q4
|
2/6/2026 |
109
|
$400 M
|
| REDMONT WEALTH ADVISORS LLC |
2025 Q4
|
2/6/2026 |
307
|
$66 M
|
| KENNEDY INVESTMENT GROUP |
2025 Q4
|
2/6/2026 |
140
|
$270 M
|
| IFP Advisors, Inc |
2025 Q4
|
2/6/2026 |
4,899
|
$4.5 B
|
| TPG Financial Advisors, LLC |
2025 Q4
|
2/6/2026 |
76
|
$300 M
|
| PSP Research LLC |
2025 Q4
|
2/6/2026 |
85
|
$110 M
|
| NORTHBRIDGE FINANCIAL GROUP, LLC |
2025 Q4
|
2/6/2026 |
160
|
$220 M
|
| CapWealth Advisors, LLC |
2025 Q4 - RESTATEMENT
|
2/6/2026 |
121
|
$1.5 B
|
| Marathon Asset Management Ltd |
2025 Q4
|
2/6/2026 |
77
|
$2.6 B
|
| Atle Fund Management AB |
2025 Q4
|
2/6/2026 |
39
|
$310 M
|
| Partners Group Holding AG |
2025 Q4
|
2/6/2026 |
49
|
$1.5 B
|
| INVESTMENT HOUSE LLC |
2025 Q4
|
2/6/2026 |
215
|
$2.1 B
|
| Windmill Hill Asset Management Ltd |
2025 Q4
|
2/6/2026 |
26
|
$430 M
|
| CapWealth Advisors, LLC |
2025 Q3 - RESTATEMENT
|
2/6/2026 |
122
|
$1.5 B
|
| Wellesley Asset Management |
2025 Q4
|
2/6/2026 |
54
|
$670 M
|
| INTRUST BANK NA |
2025 Q4
|
2/6/2026 |
704
|
$1.2 B
|
| FIRST BUSINESS FINANCIAL SERVICES, INC. |
2025 Q4
|
2/6/2026 |
168
|
$1.1 B
|
| Banque Cantonale Vaudoise |
2025 Q4
|
2/6/2026 |
924
|
$2.8 B
|
| Cullen/Frost Bankers, Inc. |
2025 Q4
|
2/6/2026 |
1,460
|
$9.1 B
|
| Berbice Capital Management LLC |
2025 Q4
|
2/6/2026 |
145
|
$170 M
|
| Covestor Ltd |
2025 Q4
|
2/6/2026 |
2,900
|
$190 M
|
| Greenwoods Asset Management Hong Kong Ltd. |
2025 Q4
|
2/6/2026 |
38
|
$4.0 B
|
| Forefront Wealth Partners, LLC |
2025 Q4
|
2/6/2026 |
139
|
$210 M
|
| Harvest Portfolios Group Inc. |
2025 Q4
|
2/6/2026 |
254
|
$5.8 B
|
| GLOBE LIFE INC. |
2025 Q4
|
2/6/2026 |
2
|
$400 M
|
| MUIRFIELD WEALTH ADVISORS LLC |
2025 Q4
|
2/6/2026 |
75
|
$140 M
|
| 3EDGE Asset Management, LP |
2025 Q4
|
2/6/2026 |
94
|
$1.9 B
|
| Hardy Reed LLC |
2025 Q4
|
2/6/2026 |
239
|
$1.4 B
|
| Fairtree Asset Management (Pty) Ltd |
2025 Q4
|
2/6/2026 |
101
|
$220 M
|
| JAG CAPITAL MANAGEMENT, LLC |
2025 Q4
|
2/6/2026 |
155
|
$920 M
|
| Mitsubishi UFJ Asset Management (UK) Ltd. |
2025 Q4
|
2/6/2026 |
83
|
$210 M
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
2025 Q4
|
2/6/2026 |
2,064
|
$1.6 B
|
| CloudAlpha Capital Management Limited/Hong Kong |
2025 Q4
|
2/6/2026 |
58
|
$2.1 B
|
| Hudson Canyon Capital Management |
2025 Q4
|
2/6/2026 |
51
|
$170 M
|
| Drystone LLC |
2025 Q4
|
2/6/2026 |
17
|
$110 M
|
| Independent Order of Foresters |
2025 Q4
|
2/6/2026 |
2
|
$170 M
|
| QUANTIFY CHAOS ADVISORS, LLC |
2025 Q4
|
2/6/2026 |
45
|
$33 M
|
| Granite FO LLC |
2025 Q4
|
2/6/2026 |
612
|
$190 M
|
| Saranac Partners Ltd |
2025 Q4
|
2/6/2026 |
77
|
$260 M
|
| Saranac Partners Ltd |
2023 Q2
|
2/6/2026 |
93
|
$190 M
|
| Saranac Partners Ltd |
2023 Q1
|
2/6/2026 |
83
|
$170 M
|
| Saranac Partners Ltd |
2022 Q4
|
2/6/2026 |
41
|
$55 M
|
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. |
2025 Q4
|
2/6/2026 |
435
|
$2.8 B
|
| PNC Financial Services Group, Inc. |
2025 Q4
|
2/6/2026 |
17,135
|
$180 B
|
| Milestone Resources Group Ltd |
2025 Q4
|
2/6/2026 |
10
|
$2.0 B
|
| GSA CAPITAL PARTNERS LLP |
2025 Q4
|
2/6/2026 |
1,617
|
$1.2 B
|
| Tredje AP-fonden |
2025 Q4
|
2/6/2026 |
351
|
$13 B
|
| PKO BP BANKOWY Universal Pension Society JSC |
2025 Q4
|
2/6/2026 |
13
|
$200 M
|
| Larson Financial Group LLC |
2025 Q4
|
2/6/2026 |
3,514
|
$3.0 B
|
| Handelsbanken Fonder AB |
2025 Q4
|
2/6/2026 |
1,495
|
$33 B
|
| Maj Invest Holding A/S |
2025 Q4
|
2/6/2026 |
38
|
$2.1 B
|
| Capstone Capital Management Ltd |
2025 Q4
|
2/6/2026 |
108
|
$100 M
|
| True Light Capital Pte. Ltd. |
2025 Q4
|
2/6/2026 |
8
|
$220 M
|
| TimesSquare Capital Management, LLC |
2025 Q4
|
2/6/2026 |
148
|
$6.6 B
|
| Groupe des Assurances du Credit Mutuel |
2025 Q4
|
2/6/2026 |
5
|
$290 M
|
| Resona Asset Management Co.,Ltd. |
2025 Q4
|
2/6/2026 |
804
|
$21 B
|
| AMF Tjanstepension AB |
2025 Q4
|
2/6/2026 |
123
|
$16 B
|
| CONWAY CAPITAL MANAGEMENT, INC. |
2025 Q4
|
2/5/2026 |
44
|
$240 M
|
| Paul R. Ried Financial Group, LLC |
2025 Q4
|
2/5/2026 |
41
|
$210 M
|
| McKinley Carter Wealth Services, Inc. |
2025 Q4
|
2/5/2026 |
322
|
$1.8 B
|
| Tortoise Investment Management, LLC |
2025 Q4
|
2/5/2026 |
240
|
$1.1 B
|
| Orin Green Financial, LLC |
2025 Q4
|
2/5/2026 |
77
|
$250 M
|
| AAF Wealth Management, LLC |
2025 Q4
|
2/5/2026 |
56
|
$240 M
|
| Wealthspire Retirement, LLC |
2025 Q3 - RESTATEMENT
|
2/5/2026 |
299
|
$1.6 B
|
| Mullooly Asset Management, Inc. |
2025 Q4
|
2/5/2026 |
51
|
$270 M
|
| Hartford Funds Management Co LLC |
2025 Q4
|
2/5/2026 |
101
|
$1.2 B
|