| Pandora Wealth, Inc. |
2025 Q4
|
2/3/2026 |
224
|
$160 M
|
| Flagship Private Wealth, LLC |
2025 Q4
|
2/3/2026 |
113
|
$250 M
|
| Oxbow Advisors, LLC |
2025 Q4
|
2/3/2026 |
250
|
$1.1 B
|
| Ebert Capital Management Inc. |
2025 Q4
|
2/3/2026 |
25
|
$100 M
|
| Bensler, LLC |
2025 Q4
|
2/3/2026 |
191
|
$1.0 B
|
| Midwest Trust Co |
2025 Q4
|
2/3/2026 |
588
|
$8.0 B
|
| BankPlus Wealth Management LLC |
2025 Q4
|
2/3/2026 |
111
|
$180 M
|
| Invst, LLC |
2025 Q3
|
2/3/2026 |
307
|
$880 M
|
| NWM ADVISORS, LLC |
2025 Q4
|
2/3/2026 |
25
|
$110 M
|
| Plato Investment Management Ltd |
2025 Q4
|
2/3/2026 |
513
|
$1.5 B
|
| MARCO INVESTMENT MANAGEMENT LLC |
2025 Q4
|
2/3/2026 |
228
|
$1.3 B
|
| Frontier Asset Management, LLC |
2025 Q4
|
2/3/2026 |
92
|
$430 M
|
| FIRETRAIL INVESTMENTS PTY LTD |
2025 Q4
|
2/3/2026 |
29
|
$310 M
|
| WealthTrust Asset Management, LLC |
2025 Q4
|
2/3/2026 |
78
|
$140 M
|
| LRI Investments, LLC |
2025 Q4
|
2/3/2026 |
1,729
|
$1.2 B
|
| JSF Financial, LLC |
2025 Q4
|
2/3/2026 |
132
|
$480 M
|
| Ridgepath Capital Management LLC |
2025 Q4
|
2/3/2026 |
46
|
$220 M
|
| AMERICAN ASSETS INC |
2025 Q4
|
2/3/2026 |
24
|
$320 M
|
| Northern Capital Management, Inc. |
2025 Q4
|
2/3/2026 |
52
|
$190 M
|
| EWA, LLC |
2025 Q4
|
2/3/2026 |
271
|
$410 M
|
| Apeiron RIA LLC |
2025 Q4
|
2/3/2026 |
207
|
$490 M
|
| Centerpoint Advisory Group |
2025 Q4
|
2/3/2026 |
107
|
$130 M
|
| Arcadia Wealth Management, LLC |
2025 Q4
|
2/3/2026 |
63
|
$270 M
|
| NewEdge Wealth, LLC |
2025 Q4
|
2/3/2026 |
1,193
|
$8.9 B
|
| Grange Capital, LLC |
2025 Q4
|
2/3/2026 |
47
|
$100 M
|
| Stiles Financial Services Inc |
2025 Q4
|
2/3/2026 |
172
|
$320 M
|
| Triton Financial Group Inc |
2025 Q4
|
2/3/2026 |
85
|
$150 M
|
| BRANDYWINE OAK PRIVATE WEALTH LLC |
2025 Q4
|
2/3/2026 |
234
|
$1.2 B
|
| Vectors Research Management, LLC |
2025 Q4
|
2/3/2026 |
121
|
$330 M
|
| KESTREL INVESTMENT MANAGEMENT CORP |
2025 Q4
|
2/3/2026 |
40
|
$180 M
|
| BRC Group Holdings, Inc. |
2025 Q3
|
2/3/2026 |
25
|
$150 M
|
| Washington Trust Advisors, Inc. |
2025 Q4
|
2/3/2026 |
726
|
$1.3 B
|
| BRC Group Holdings, Inc. |
2025 Q2
|
2/3/2026 |
38
|
$89 M
|
| FARMERS & MERCHANTS INVESTMENTS INC |
2025 Q4
|
2/3/2026 |
1,721
|
$3.6 B
|
| RB Capital Management, LLC |
2025 Q4
|
2/3/2026 |
198
|
$500 M
|
| PSG Equity L.L.C. |
2025 Q4
|
2/3/2026 |
1
|
$1.0 B
|
| BRC Group Holdings, Inc. |
2025 Q1
|
2/3/2026 |
23
|
$80 M
|
| Drucker Wealth 3.0, LLC |
2025 Q4
|
2/3/2026 |
515
|
$570 M
|
| Legacy Wealth Managment, LLC/ID |
2025 Q4
|
2/3/2026 |
975
|
$210 M
|
| American Assets Investment Management, LLC |
2025 Q4
|
2/3/2026 |
145
|
$1.4 B
|
| FIDUCIARY COUNSELLING INC |
2025 Q4
|
2/3/2026 |
10
|
$38 M
|
| F/m Investments LLC |
2025 Q4
|
2/3/2026 |
430
|
$2.6 B
|
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV |
2025 Q4
|
2/3/2026 |
29
|
$360 M
|
| MAKENA CAPITAL MANAGEMENT LLC |
2025 Q4
|
2/3/2026 |
26
|
$830 M
|
| Financial Partners Group, Inc |
2025 Q4
|
2/3/2026 |
227
|
$860 M
|
| Ridgeline Wealth Planning, LLC |
2025 Q4
|
2/3/2026 |
50
|
$140 M
|
| LJI Wealth Management, LLC |
2025 Q4
|
2/3/2026 |
190
|
$660 M
|
| MAGNOLIA GROUP, LLC |
2025 Q4
|
2/3/2026 |
12
|
$610 M
|
| MANNING & NAPIER ADVISORS LLC |
2025 Q4
|
2/3/2026 |
552
|
$7.7 B
|
| FINANCIAL COUNSELORS INC |
2025 Q4
|
2/3/2026 |
13
|
$72 M
|
| BURR FINANCIAL SERVICES, LLC |
2025 Q4
|
2/3/2026 |
26
|
$130 M
|
| CHESAPEAKE CAPITAL CORP /IL/ |
2025 Q4
|
2/3/2026 |
158
|
$120 M
|
| Crossmark Global Holdings, Inc. |
2025 Q4
|
2/3/2026 |
1,227
|
$7.0 B
|
| DENALI ADVISORS LLC |
2025 Q4
|
2/3/2026 |
321
|
$900 M
|
| Ethic Inc. |
2025 Q4
|
2/3/2026 |
1,210
|
$6.5 B
|
| University of Massachusetts Foundation, Inc. |
2025 Q4
|
2/3/2026 |
1
|
$0
|
| Ballast, Inc. |
2025 Q4
|
2/3/2026 |
133
|
$430 M
|
| Wildcat Capital Management, LLC |
2025 Q4
|
2/3/2026 |
3
|
$140 M
|
| Ballentine Partners, LLC |
2025 Q4
|
2/3/2026 |
2,428
|
$7.1 B
|
| Exor N.V. |
2025 Q4
|
2/3/2026 |
3
|
$5.6 B
|
| Cheviot Value Management, LLC |
2025 Q4
|
2/3/2026 |
416
|
$1.0 B
|
| PATTEN & PATTEN INC/TN |
2025 Q4
|
2/3/2026 |
341
|
$1.7 B
|
| Costello Asset Management, INC |
2025 Q4
|
2/3/2026 |
691
|
$300 M
|
| CAPITAL CITY TRUST CO/FL |
2025 Q4
|
2/3/2026 |
194
|
$450 M
|
| Belfer Management LLC |
2025 Q4
|
2/3/2026 |
14
|
$5.7 M
|
| Carlson Capital, L.P. |
2025 Q4
|
2/3/2026 |
70
|
$280 M
|
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV |
2025 Q4
|
2/3/2026 |
95
|
$430 M
|
| Pearl Planning LLC |
2025 Q4
|
2/3/2026 |
52
|
$160 M
|
| Indie Asset Partners, LLC |
2025 Q4
|
2/3/2026 |
81
|
$90 M
|
| WESBANCO BANK INC |
2025 Q4
|
2/3/2026 |
1,311
|
$3.6 B
|
| Weitzel Financial Services, Inc. |
2025 Q4
|
2/3/2026 |
47
|
$260 M
|
| Buck Wealth Strategies, LLC |
2025 Q4
|
2/3/2026 |
172
|
$790 M
|
| CONNABLE OFFICE INC |
2025 Q4
|
2/3/2026 |
232
|
$1.1 B
|
| Kessler Investment Group, LLC |
2025 Q4
|
2/3/2026 |
86
|
$240 M
|
| Lubar & Co., Inc |
2025 Q4
|
2/3/2026 |
3
|
$130 M
|
| CHANNEL WEALTH LLC |
2025 Q4
|
2/3/2026 |
172
|
$400 M
|
| NBZ Investment Advisors LLC |
2025 Q4
|
2/3/2026 |
68
|
$230 M
|
| Orion Capital Management LLC |
2025 Q4
|
2/3/2026 |
498
|
$300 M
|
| BHK Investment Advisors, LLC |
2025 Q4
|
2/3/2026 |
72
|
$300 M
|
| HEFFERNAN ADVISORY, INC |
2025 Q4
|
2/3/2026 |
27
|
$100 M
|
| Rezny Wealth Management, Inc. |
2025 Q4
|
2/3/2026 |
38
|
$500 M
|
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ |
2025 Q4
|
2/3/2026 |
20
|
$240 M
|
| BAKER BOYER NATIONAL BANK |
2025 Q4
|
2/3/2026 |
122
|
$330 M
|
| Merrithew & Thorsten Inc |
2025 Q4
|
2/3/2026 |
120
|
$95 M
|
| YACKTMAN ASSET MANAGEMENT LP |
2025 Q4
|
2/3/2026 |
72
|
$7.1 B
|
| Sound Financial Strategies Group, LLC |
2025 Q4
|
2/3/2026 |
109
|
$140 M
|
| Chesapeake Wealth Management |
2025 Q4
|
2/3/2026 |
255
|
$340 M
|
| VAN STRUM & TOWNE INC. |
2025 Q4
|
2/3/2026 |
114
|
$360 M
|
| ELEVATION POINT WEALTH PARTNERS, LLC |
2024 Q1 - RESTATEMENT
|
2/3/2026 |
532
|
$1.3 B
|
| ELEVATION POINT WEALTH PARTNERS, LLC |
2024 Q2 - RESTATEMENT
|
2/3/2026 |
575
|
$1.3 B
|
| Strategic Wealth Advisors LLC |
2025 Q4
|
2/3/2026 |
260
|
$120 M
|
| ELEVATION POINT WEALTH PARTNERS, LLC |
2024 Q3 - RESTATEMENT
|
2/3/2026 |
548
|
$1.0 B
|
| GRIMES & Co WEALTH MANAGEMENT, LLC |
2025 Q4
|
2/3/2026 |
552
|
$4.2 B
|
| ELEVATION POINT WEALTH PARTNERS, LLC |
2024 Q4 - RESTATEMENT
|
2/3/2026 |
561
|
$1.2 B
|
| ELEVATION POINT WEALTH PARTNERS, LLC |
2025 Q2 - RESTATEMENT
|
2/3/2026 |
1,499
|
$1.3 B
|
| Navigoe, LLC |
2025 Q4
|
2/3/2026 |
269
|
$160 M
|
| ELEVATION POINT WEALTH PARTNERS, LLC |
2025 Q1 - RESTATEMENT
|
2/3/2026 |
537
|
$1.2 B
|
| Anfield Capital Management, LLC |
2025 Q4
|
2/3/2026 |
579
|
$320 M
|
| Silver Oak Advisory Group, Inc. |
2025 Q4
|
2/3/2026 |
75
|
$220 M
|
| Horrell Capital Management, Inc. |
2025 Q4
|
2/3/2026 |
192
|
$230 M
|