| DIXON FNANCIAL SERVICES, INC. |
2025 Q4
|
1/15/2026 |
46
|
$230 M
|
| Infinity Wealth Counsel, LLC |
2025 Q4
|
1/15/2026 |
62
|
$110 M
|
| Jaffetilchin Investment Partners, LLC |
2025 Q4
|
1/15/2026 |
453
|
$1.7 B
|
| Allspring Global Investments Holdings, LLC |
2025 Q4
|
1/15/2026 |
3,364
|
$62 B
|
| ZEVENBERGEN CAPITAL INVESTMENTS LLC |
2025 Q4
|
1/15/2026 |
179
|
$4.5 B
|
| Brookstone Capital Management |
2025 Q4
|
1/15/2026 |
1,163
|
$8.7 B
|
| Gleason Group, Inc. |
2025 Q4
|
1/15/2026 |
225
|
$1.0 B
|
| Bernard Wealth Management Corp. |
2025 Q4
|
1/15/2026 |
356
|
$250 M
|
| William Marsh Rice University |
2025 Q4
|
1/15/2026 |
2
|
$200 M
|
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. |
2025 Q4
|
1/15/2026 |
733
|
$10 B
|
| KIECKHEFER GROUP LLC |
2025 Q4
|
1/15/2026 |
54
|
$210 M
|
| Stockman Wealth Management, Inc. |
2025 Q4
|
1/15/2026 |
175
|
$810 M
|
| ACIMA PRIVATE WEALTH, LLC |
2025 Q4
|
1/15/2026 |
176
|
$320 M
|
| Signature Wealth Management Group |
2025 Q4
|
1/15/2026 |
106
|
$250 M
|
| Solitude Financial Services |
2025 Q4
|
1/15/2026 |
38
|
$300 M
|
| Paladin Wealth, LLC |
2025 Q4
|
1/15/2026 |
120
|
$150 M
|
| Windsor Capital Management, LLC |
2025 Q4
|
1/15/2026 |
121
|
$360 M
|
| Lighthouse Wealth Management Inc. |
2025 Q4
|
1/15/2026 |
43
|
$150 M
|
| Financial Planning Hawaii, Inc. |
2025 Q4
|
1/15/2026 |
128
|
$170 M
|
| REBALANCE, LLC |
2025 Q4
|
1/15/2026 |
106
|
$1.7 B
|
| QSM Asset Management Ltd |
2025 Q4
|
1/15/2026 |
21
|
$170 M
|
| Alhambra Investment Management LLC |
2025 Q4
|
1/15/2026 |
175
|
$210 M
|
| DELTA CAPITAL MANAGEMENT LLC |
2025 Q4
|
1/15/2026 |
99
|
$180 M
|
| James Hambro & Partners LLP |
2025 Q4
|
1/15/2026 |
55
|
$2.8 B
|
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) |
2025 Q3 - RESTATEMENT
|
1/15/2026 |
263
|
$1.7 B
|
| SHAH CAPITAL MANAGEMENT |
2025 Q4
|
1/15/2026 |
12
|
$520 M
|
| apricus wealth, LLC |
2025 Q4
|
1/15/2026 |
121
|
$200 M
|
| Boston Common Asset Management, LLC |
2025 Q4
|
1/15/2026 |
196
|
$2.0 B
|
| Savior LLC |
2025 Q4
|
1/15/2026 |
20
|
$28 M
|
| COREPATH WEALTH PARTNERS LLC |
2025 Q4
|
1/15/2026 |
42
|
$150 M
|
| ORRSTOWN FINANCIAL SERVICES INC |
2025 Q4
|
1/15/2026 |
126
|
$600 M
|
| Retirement Systems of Alabama |
2025 Q4
|
1/15/2026 |
943
|
$31 B
|
| Pacific Capital Partners Ltd |
2025 Q4
|
1/15/2026 |
38
|
$94 M
|
| HARRELL INVESTMENT PARTNERS, LLC |
2025 Q4
|
1/15/2026 |
127
|
$420 M
|
| Northstar Advisory Group, LLC |
2025 Q4
|
1/15/2026 |
111
|
$280 M
|
| Polaris Investment Advisors, LLC |
2025 Q4
|
1/15/2026 |
73
|
$140 M
|
| Presidio Capital Management, LLC |
2025 Q4
|
1/15/2026 |
76
|
$330 M
|
| CLG LLC |
2025 Q4
|
1/15/2026 |
143
|
$400 M
|
| Euro Pacific Asset Management, LLC |
2025 Q4
|
1/15/2026 |
94
|
$900 M
|
| Polianta Ltd |
2025 Q4
|
1/15/2026 |
86
|
$760 M
|
| Cassilly Financial Group LLC |
2025 Q4
|
1/15/2026 |
62
|
$110 M
|
| Bank of Finland |
2025 Q4
|
1/15/2026 |
4
|
$1.4 B
|
| J. Safra Sarasin Holding AG |
2025 Q4
|
1/15/2026 |
1,259
|
$6.1 B
|
| ALM First Financial Advisors, LLC |
2025 Q4
|
1/15/2026 |
25
|
$500 M
|
| Persistent Asset Partners Ltd |
2025 Q3 - RESTATEMENT
|
1/15/2026 |
287
|
$150 M
|
| Aquamarine Zurich AG |
2025 Q4
|
1/15/2026 |
7
|
$150 M
|
| Westend Capital Management, LLC |
2025 Q4
|
1/15/2026 |
238
|
$360 M
|
| Mn Services Vermogensbeheer B.V. |
2025 Q4
|
1/15/2026 |
442
|
$16 B
|
| WealthNavi Inc. |
2025 Q4
|
1/15/2026 |
10
|
$11 B
|
| Wealth Quarterback LLC |
2025 Q4
|
1/14/2026 |
151
|
$280 M
|
| Towerpoint Wealth, LLC |
2025 Q4
|
1/14/2026 |
92
|
$250 M
|
| MOR Wealth Management, LLC |
2025 Q4
|
1/14/2026 |
105
|
$220 M
|
| Columbus Macro, LLC |
2025 Q4
|
1/14/2026 |
204
|
$910 M
|
| Crane Advisory, LLC |
2025 Q4
|
1/14/2026 |
52
|
$660 M
|
| RiverTree Advisors, LLC |
2025 Q4
|
1/14/2026 |
61
|
$160 M
|
| Quantum Financial Planning Services, Inc. |
2025 Q4
|
1/14/2026 |
54
|
$280 M
|
| Private Advisory Group LLC |
2025 Q4
|
1/14/2026 |
382
|
$1.3 B
|
| BARLOW WEALTH PARTNERS, LLC |
2025 Q4
|
1/14/2026 |
135
|
$930 M
|
| Ocean Park Asset Management, LLC |
2025 Q4
|
1/14/2026 |
85
|
$2.1 B
|
| DEFINED WEALTH MANAGEMENT, LLC |
2025 Q4
|
1/14/2026 |
109
|
$170 M
|
| Haven Capital Group, Inc. |
2025 Q4
|
1/14/2026 |
34
|
$110 M
|
| Adams Asset Advisors, LLC |
2025 Q4
|
1/14/2026 |
83
|
$760 M
|
| Sherman Wealth Management LLC |
2025 Q4 - RESTATEMENT
|
1/14/2026 |
77
|
$120 M
|
| James Reed Financial Services, Inc. |
2025 Q4
|
1/14/2026 |
17
|
$120 M
|
| COOPER INVESTORS PTY LTD |
2025 Q4
|
1/14/2026 |
41
|
$300 M
|
| Yarbrough Capital, LLC |
2025 Q4
|
1/14/2026 |
158
|
$3.2 B
|
| Meriwether Wealth & Planning, LLC |
2025 Q4
|
1/14/2026 |
123
|
$180 M
|
| TRUST CO OF OKLAHOMA |
2025 Q4
|
1/14/2026 |
180
|
$340 M
|
| Meritas Wealth Management, LLC |
2025 Q4
|
1/14/2026 |
58
|
$210 M
|
| VANTAGE WEALTH |
2025 Q4
|
1/14/2026 |
30
|
$460 M
|
| Clarius Group, LLC |
2025 Q4
|
1/14/2026 |
384
|
$1.8 B
|
| Catterton Management Company, L.L.C. |
2025 Q4
|
1/14/2026 |
3
|
$4.8 B
|
| SJBENEN ADVISORY, LLC |
2025 Q4
|
1/14/2026 |
30
|
$110 M
|
| BCO Wealth Management LLC |
2025 Q4
|
1/14/2026 |
41
|
$160 M
|
| Centennial Wealth Advisory LLC |
2025 Q4
|
1/14/2026 |
166
|
$380 M
|
| Centurion Wealth Management LLC |
2025 Q4
|
1/14/2026 |
312
|
$460 M
|
| ORG Partners LLC |
2025 Q4
|
1/14/2026 |
37,789
|
$570 M
|
| Embree Financial Group |
2025 Q4
|
1/14/2026 |
250
|
$820 M
|
| Global View Capital Management LLC |
2025 Q4
|
1/14/2026 |
137
|
$540 M
|
| MeadowBrook Investment Advisors LLC |
2025 Q4
|
1/14/2026 |
194
|
$120 M
|
| SANDER CAPITAL ADVISORS INC |
2025 Q4
|
1/14/2026 |
12
|
$210 M
|
| AA Financial Advisors, LLC |
2025 Q4
|
1/14/2026 |
208
|
$540 M
|
| First City Capital Management, Inc. |
2025 Q4
|
1/14/2026 |
156
|
$190 M
|
| STERLING INVESTMENT ADVISORS LLC /ADV |
2025 Q4
|
1/14/2026 |
39
|
$210 M
|
| ORG Wealth Partners, LLC |
2025 Q4
|
1/14/2026 |
9,928
|
$430 M
|
| Neumann Capital Management, LLC |
2025 Q4
|
1/14/2026 |
101
|
$350 M
|
| Matthew Goff Investment Advisor, LLC |
2025 Q4
|
1/14/2026 |
87
|
$560 M
|
| Nova Wealth Management, Inc. |
2025 Q4 - NEW HOLDINGS
|
1/14/2026 |
582
|
$150 M
|
| R.H. Dinel Investment Counsel, Inc. |
2025 Q4
|
1/14/2026 |
40
|
$140 M
|
| Appian Way Asset Management LP |
2025 Q4
|
1/14/2026 |
1
|
$0
|
| Aventus Investment Advisors, Inc. |
2025 Q4
|
1/14/2026 |
147
|
$120 M
|
| CATALYST PRIVATE WEALTH, LLC |
2025 Q4
|
1/14/2026 |
77
|
$230 M
|
| Trustees of Dartmouth College |
2025 Q4
|
1/14/2026 |
9
|
$390 M
|
| DONALDSON CAPITAL MANAGEMENT, LLC |
2025 Q4
|
1/14/2026 |
231
|
$3.1 B
|
| Lantz Financial LLC |
2025 Q4
|
1/14/2026 |
247
|
$470 M
|
| TrueMark Investments, LLC |
2025 Q4
|
1/14/2026 |
240
|
$520 M
|
| Alliance Wealth Advisors, LLC |
2025 Q4
|
1/14/2026 |
156
|
$230 M
|
| NORTHWEST WEALTH MANAGEMENT, LLC |
2025 Q4
|
1/14/2026 |
250
|
$640 M
|
| Hennion & Walsh Asset Management, Inc. |
2025 Q4
|
1/14/2026 |
930
|
$2.9 B
|
| RPM Capital Partners, LLC |
2025 Q4
|
1/14/2026 |
2
|
$110 M
|