| PROFESSIONAL ADVISORY SERVICES INC |
2025 Q4
|
1/12/2026 |
80
|
$770 M
|
| Eagle Capital Management, LLC |
2025 Q4
|
1/12/2026 |
49
|
$270 M
|
| VIKING FUND MANAGEMENT LLC |
2025 Q4
|
1/12/2026 |
137
|
$860 M
|
| TL Private Wealth |
2025 Q4 - RESTATEMENT
|
1/12/2026 |
46
|
$260 M
|
| TL Private Wealth |
2025 Q4
|
1/12/2026 |
46
|
$260 M
|
| MOODY NATIONAL BANK TRUST DIVISION |
2025 Q4
|
1/12/2026 |
794
|
$1.0 B
|
| Wiser Wealth Management, Inc |
2025 Q4
|
1/12/2026 |
55
|
$450 M
|
| BREAKTHRU ADVISORY SERVICES, LLC |
2025 Q4
|
1/12/2026 |
63
|
$160 M
|
| Private Wealth Group, LLC |
2025 Q4
|
1/12/2026 |
67
|
$210 M
|
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI |
2025 Q4
|
1/12/2026 |
154
|
$1.4 B
|
| ONE Advisory Partners, LLC |
2025 Q4
|
1/12/2026 |
72
|
$330 M
|
| DAVENPORT & Co LLC |
2025 Q4
|
1/12/2026 |
1,253
|
$19 B
|
| Ryan Investment Management, Inc. |
2025 Q4
|
1/12/2026 |
20
|
$180 M
|
| Heritage Family Offices, LLP |
2025 Q4
|
1/12/2026 |
202
|
$220 M
|
| ARS Wealth Advisors Group, LLC |
2025 Q4
|
1/12/2026 |
192
|
$1.1 B
|
| Pensionfund Sabic |
2025 Q4
|
1/12/2026 |
221
|
$370 M
|
| HOWARD FINANCIAL SERVICES, LTD. |
2025 Q4
|
1/12/2026 |
205
|
$860 M
|
| Arkfeld Wealth Strategies, L.L.C. |
2025 Q4
|
1/12/2026 |
113
|
$290 M
|
| Stolper Co |
2025 Q4
|
1/12/2026 |
89
|
$340 M
|
| Bulwark Capital Corp |
2025 Q4
|
1/12/2026 |
96
|
$140 M
|
| Lifelong Wealth Advisors, Inc. |
2025 Q4
|
1/12/2026 |
89
|
$380 M
|
| PFW Advisors LLC |
2025 Q4
|
1/12/2026 |
121
|
$330 M
|
| KEMPNER CAPITAL MANAGEMENT INC. |
2025 Q4
|
1/12/2026 |
43
|
$110 M
|
| Lauer Wealth, LLC |
2025 Q4
|
1/12/2026 |
63
|
$130 M
|
| Thayer Financial, L.L.C. |
2025 Q4
|
1/12/2026 |
33
|
$95 M
|
| Farrell Financial LLC |
2025 Q4
|
1/12/2026 |
74
|
$170 M
|
| Shotwell Rutter Baer Inc |
2025 Q4
|
1/12/2026 |
39
|
$170 M
|
| Arbor Wealth Advisors LLC |
2025 Q4
|
1/12/2026 |
56
|
$140 M
|
| Focus Financial Network, Inc. |
2025 Q4
|
1/12/2026 |
725
|
$2.9 B
|
| Shira Ridge Wealth Management |
2025 Q4
|
1/12/2026 |
83
|
$250 M
|
| Scott Capital Advisors, LLC |
2025 Q4
|
1/12/2026 |
53
|
$450 M
|
| Arlington Financial Advisors, LLC |
2025 Q4
|
1/12/2026 |
106
|
$700 M
|
| Quantum Financial Advisors, LLC |
2025 Q4
|
1/12/2026 |
220
|
$890 M
|
| E. Ohman J:or Asset Management AB |
2025 Q4
|
1/12/2026 |
480
|
$4.3 B
|
| Divergent Planning, LLC |
2025 Q4
|
1/12/2026 |
36
|
$390 M
|
| Harbor Group, Inc. |
2025 Q4
|
1/12/2026 |
115
|
$670 M
|
| JGP Wealth Management, LLC |
2025 Q4
|
1/12/2026 |
235
|
$960 M
|
| Edge Wealth Management LLC |
2025 Q4
|
1/12/2026 |
82
|
$570 M
|
| Salvus Wealth Management, LLC |
2025 Q4
|
1/12/2026 |
136
|
$180 M
|
| Foster Group, Inc. |
2025 Q4
|
1/12/2026 |
300
|
$3.3 B
|
| FIDUCIARY FINANCIAL GROUP, LLC |
2025 Q4
|
1/12/2026 |
329
|
$710 M
|
| Evanson Asset Management, LLC |
2025 Q4
|
1/12/2026 |
326
|
$1.9 B
|
| Curated Wealth Partners LLC |
2025 Q4
|
1/12/2026 |
374
|
$930 M
|
| UHLMANN PRICE SECURITIES, LLC |
2025 Q4
|
1/12/2026 |
197
|
$170 M
|
| MKD WEALTH COACHES, LLC |
2025 Q4
|
1/12/2026 |
27
|
$100 M
|
| Skyline Advisors, Inc. |
2025 Q4
|
1/12/2026 |
104
|
$300 M
|
| M.E. ALLISON & CO., INC. |
2025 Q4
|
1/12/2026 |
178
|
$150 M
|
| Wealth Group Ltd |
2025 Q4
|
1/12/2026 |
89
|
$450 M
|
| Fjell Capital, LLC |
2025 Q4
|
1/12/2026 |
66
|
$130 M
|
| Brucke Financial, Inc. |
2025 Q4
|
1/12/2026 |
169
|
$180 M
|
| Balefire, LLC |
2025 Q4
|
1/12/2026 |
394
|
$510 M
|
| Archer Investment Management, LLC |
2025 Q4
|
1/12/2026 |
117
|
$190 M
|
| Spinnaker Investment Group, LLC |
2025 Q4
|
1/12/2026 |
170
|
$550 M
|
| LEE JOHNSON CAPITAL MANAGEMENT, LLC |
2025 Q4
|
1/12/2026 |
95
|
$290 M
|
| Thrive Wealth Management, LLC |
2025 Q4
|
1/12/2026 |
238
|
$680 M
|
| Wealth Management Partners, LLC |
2025 Q4
|
1/12/2026 |
147
|
$350 M
|
| Sherrill & Hutchins Financial Advisory, Inc |
2025 Q4
|
1/12/2026 |
13
|
$140 M
|
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. |
2025 Q4
|
1/12/2026 |
11
|
$320 M
|
| Bill Few Associates, Inc. |
2025 Q4
|
1/12/2026 |
197
|
$410 M
|
| WILLNER & HELLER, LLC |
2025 Q4
|
1/12/2026 |
165
|
$140 M
|
| Legacy Wealth Asset Management, LLC |
2025 Q4
|
1/12/2026 |
365
|
$410 M
|
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. |
2025 Q4
|
1/12/2026 |
361
|
$500 M
|
| Systrade AG |
2025 Q4
|
1/12/2026 |
15
|
$160 M
|
| KWB Wealth |
2025 Q4
|
1/12/2026 |
175
|
$1.1 B
|
| Beacon Financial Strategies CORP |
2025 Q4
|
1/12/2026 |
184
|
$180 M
|
| ORSER CAPITAL MANAGEMENT, LLC |
2025 Q4
|
1/12/2026 |
55
|
$180 M
|
| David J Yvars Group |
2025 Q4
|
1/12/2026 |
94
|
$190 M
|
| Amplius Wealth Advisors, LLC |
2025 Q4
|
1/12/2026 |
177
|
$1.2 B
|
| McNaughton Wealth Management, LLC |
2025 Q4
|
1/12/2026 |
71
|
$240 M
|
| Certified Advisory Corp |
2025 Q4
|
1/12/2026 |
317
|
$1.1 B
|
| TLWM |
2025 Q4
|
1/12/2026 |
72
|
$550 M
|
| Abound Wealth Management |
2025 Q4
|
1/12/2026 |
1,432
|
$430 M
|
| DKM Wealth Management, Inc. |
2025 Q4
|
1/12/2026 |
75
|
$130 M
|
| Pioneer Wealth Management Group |
2025 Q4
|
1/12/2026 |
53
|
$330 M
|
| Lanham O'Dell & Company, Inc. |
2025 Q4
|
1/12/2026 |
40
|
$350 M
|
| RoundAngle Advisors LLC |
2025 Q4
|
1/12/2026 |
59
|
$140 M
|
| Gilman Hill Asset Management, LLC |
2025 Q4
|
1/12/2026 |
226
|
$630 M
|
| FOUNDERS GROVE WEALTH PARTNERS, LLC |
2025 Q4
|
1/12/2026 |
151
|
$440 M
|
| Hummer Financial Advisory Services Inc |
2025 Q4
|
1/12/2026 |
117
|
$140 M
|
| Kaydan Wealth Management, Inc. |
2025 Q4
|
1/12/2026 |
112
|
$350 M
|
| Meadowbrook Wealth Management, LLC |
2025 Q4
|
1/12/2026 |
66
|
$88 M
|
| Perennial Advisors, LLC |
2025 Q4
|
1/12/2026 |
127
|
$600 M
|
| DAYMARK WEALTH PARTNERS, LLC |
2025 Q4
|
1/12/2026 |
603
|
$3.1 B
|
| GenWealth Group, Inc. |
2025 Q4
|
1/12/2026 |
83
|
$590 M
|
| Czech National Bank |
2025 Q4
|
1/12/2026 |
503
|
$15 B
|
| Silverberg Bernstein Capital Management LLC |
2025 Q4
|
1/12/2026 |
66
|
$170 M
|
| First Bank & Trust |
2025 Q4
|
1/12/2026 |
408
|
$610 M
|
| Hillcrest Wealth Advisors - NY, LLC |
2025 Q4
|
1/12/2026 |
52
|
$230 M
|
| Pensionfund PDN |
2025 Q4
|
1/12/2026 |
76
|
$150 k
|
| Avanza Fonder AB |
2025 Q4
|
1/12/2026 |
849
|
$3.9 B
|
| M & L Capital Management Ltd |
2025 Q4
|
1/12/2026 |
25
|
$480 M
|
| Naria Inc. |
2025 Q4
|
1/12/2026 |
1
|
$380 M
|
| Accelerate Investment Advisors LLC |
2025 Q4
|
1/12/2026 |
120
|
$150 M
|
| Ayalon Insurance Comp Ltd. |
2025 Q4
|
1/12/2026 |
58
|
$410 M
|
| First Heartland Consultants, Inc. |
2025 Q4
|
1/9/2026 |
533
|
$1.3 B
|
| Scott & Selber, Inc. |
2025 Q4
|
1/9/2026 |
93
|
$400 M
|
| Constitution Capital LLC |
2025 Q4
|
1/9/2026 |
64
|
$210 M
|
| PTM WEALTH MANAGEMENT, LLC |
2025 Q4
|
1/9/2026 |
56
|
$180 M
|
| SILVERLAKE WEALTH MANAGEMENT LLC |
2025 Q4
|
1/9/2026 |
358
|
$450 M
|
| KEB ASSET MANAGEMENT, LLC |
2025 Q4
|
1/9/2026 |
100
|
$490 M
|