| VERUS CAPITAL PARTNERS, LLC |
2025 Q4
|
2/10/2026 |
546
|
$1.6 B
|
| Guidance Point Advisors, LLC |
2025 Q4
|
2/10/2026 |
95
|
$430 M
|
| SITTNER & NELSON, LLC |
2025 Q4
|
2/10/2026 |
534
|
$280 M
|
| Allianz Investment Management LLC |
2025 Q4
|
2/10/2026 |
30
|
$160 M
|
| Clarity Capital Advisors, LLC |
2025 Q4
|
2/10/2026 |
95
|
$200 M
|
| Ted Buchan & Co |
2025 Q4
|
2/10/2026 |
88
|
$270 M
|
| Daiwa Securities Group Inc. |
2025 Q4
|
2/10/2026 |
1,807
|
$31 B
|
| Pelham Capital Ltd. |
2025 Q4
|
2/10/2026 |
11
|
$190 M
|
| SFI Advisors, LLC |
2025 Q4
|
2/10/2026 |
66
|
$160 M
|
| GLOBEFLEX CAPITAL L P |
2025 Q4
|
2/10/2026 |
400
|
$650 M
|
| Continuum Advisory, LLC |
2025 Q4
|
2/10/2026 |
456
|
$1.0 B
|
| Comprehensive Wealth Management, LLC |
2025 Q4
|
2/10/2026 |
40
|
$170 M
|
| Regency Capital Management Inc.\DE |
2025 Q4
|
2/10/2026 |
62
|
$240 M
|
| Magellan Asset Management Ltd |
2025 Q4
|
2/10/2026 |
80
|
$8.2 B
|
| J.H. Whitney Equity Partners VII, LLC |
2025 Q4
|
2/10/2026 |
1
|
$300 M
|
| Patriot Financial Partners GP II, L.P. |
2025 Q4
|
2/10/2026 |
11
|
$320 M
|
| ShoreHaven Wealth Partners, LLC |
2025 Q4
|
2/10/2026 |
104
|
$280 M
|
| Elgethun Capital Management |
2025 Q4
|
2/10/2026 |
164
|
$580 M
|
| WCG Wealth Advisors LLC |
2025 Q4
|
2/10/2026 |
503
|
$3.6 B
|
| Goldstein Advisors, LLC |
2025 Q4
|
2/10/2026 |
225
|
$880 M
|
| JACKSON HILL ADVISORS, LLC |
2025 Q4
|
2/10/2026 |
12
|
$220 M
|
| Avestar Capital, LLC |
2025 Q4
|
2/10/2026 |
483
|
$1.5 B
|
| Nvest Financial, LLC |
2025 Q4
|
2/10/2026 |
127
|
$240 M
|
| Johnson Financial Group, LLC |
2025 Q4
|
2/10/2026 |
120
|
$1.6 B
|
| GKV Capital Management Co., Inc. |
2025 Q4
|
2/10/2026 |
88
|
$270 M
|
| Shepherd Street Advisors LLC |
2025 Q4
|
2/10/2026 |
88
|
$100 M
|
| Syntegra Private Wealth Group, LLC |
2025 Q4
|
2/10/2026 |
191
|
$1.1 B
|
| REINHART PARTNERS, LLC. |
2025 Q4
|
2/10/2026 |
74
|
$3.3 B
|
| Phillips Wealth Planners LLC |
2025 Q4
|
2/10/2026 |
188
|
$120 M
|
| ANCHOR CAPITAL ADVISORS LLC |
2025 Q4
|
2/10/2026 |
251
|
$3.5 B
|
| CIBC Asset Management Inc |
2025 Q4
|
2/10/2026 |
1,366
|
$41 B
|
| Marble Wealth, LLC |
2025 Q4
|
2/10/2026 |
272
|
$720 M
|
| Cravens & Co Advisors, LLC |
2025 Q4
|
2/10/2026 |
63
|
$150 M
|
| MCCARTER PRIVATE WEALTH SERVICES LLC |
2025 Q4
|
2/10/2026 |
257
|
$220 M
|
| MJT & Associates Financial Advisory Group, Inc. |
2025 Q4 - RESTATEMENT
|
2/10/2026 |
446
|
$130 M
|
| Spectrum Planning & Advisory Services Inc. |
2025 Q4
|
2/10/2026 |
113
|
$190 M
|
| TSG Consumer Partners LP |
2025 Q4
|
2/10/2026 |
1
|
$140 M
|
| M.D. Sass, LLC |
2025 Q4
|
2/10/2026 |
35
|
$1.3 B
|
| Wrenne Financial Planning LLC |
2025 Q4
|
2/10/2026 |
51
|
$250 M
|
| DOVER ADVISORS, LLC |
2025 Q4
|
2/10/2026 |
165
|
$260 M
|
| Arcadia Wealth Management, Inc. |
2025 Q4
|
2/10/2026 |
56
|
$170 M
|
| AmeriServ Wealth Advisors |
2025 Q4
|
2/10/2026 |
108
|
$170 M
|
| MJT & Associates Financial Advisory Group, Inc. |
2025 Q4
|
2/10/2026 |
446
|
$130 M
|
| BlackDiamond Wealth Management, LLC |
2025 Q4
|
2/10/2026 |
200
|
$210 M
|
| WESTPAC BANKING CORP |
2025 Q4
|
2/10/2026 |
776
|
$1.6 B
|
| Capital Innovations LLC |
2025 Q4
|
2/10/2026 |
51
|
$350 M
|
| Rice Partnership, LLC |
2025 Q4
|
2/10/2026 |
175
|
$740 M
|
| CIBC WORLD MARKET INC. |
2025 Q4
|
2/10/2026 |
1,437
|
$62 B
|
| Keewaydin Investments LLC |
2025 Q4
|
2/10/2026 |
16
|
$380 M
|
| TD Asset Management Inc |
2025 Q4
|
2/10/2026 |
1,686
|
$120 B
|
| Kesler, Norman & Wride, LLC |
2025 Q4
|
2/10/2026 |
236
|
$580 M
|
| Intellectus Partners, LLC |
2025 Q4
|
2/10/2026 |
286
|
$520 M
|
| McGrath & Associates, Inc. |
2025 Q4
|
2/10/2026 |
43
|
$70 M
|
| Sivia Capital Partners, LLC |
2025 Q4
|
2/10/2026 |
553
|
$490 M
|
| Greenspring Advisors, LLC |
2025 Q4
|
2/10/2026 |
281
|
$1.6 B
|
| Hackensack Meridian Health, Inc. |
2025 Q4
|
2/10/2026 |
7
|
$1.1 B
|
| EVOLUTION WEALTH MANAGEMENT INC. |
2025 Q3 - RESTATEMENT
|
2/10/2026 |
591
|
$97 M
|
| Lexington Partners L.P. |
2025 Q4
|
2/10/2026 |
5
|
$340 M
|
| Disciplined Investors, L.L.C. |
2025 Q4
|
2/10/2026 |
121
|
$150 M
|
| EVOLUTION WEALTH MANAGEMENT INC. |
2025 Q4
|
2/10/2026 |
747
|
$120 M
|
| Lido Advisors, LLC |
2025 Q4
|
2/10/2026 |
3,256
|
$33 B
|
| Chico Wealth RIA |
2025 Q4
|
2/10/2026 |
33
|
$150 M
|
| Performa Ltd (US), LLC |
2025 Q4
|
2/10/2026 |
51
|
$390 M
|
| 1492 Capital Management LLC |
2025 Q4
|
2/10/2026 |
117
|
$260 M
|
| Bancreek Capital Management, LP |
2025 Q4
|
2/10/2026 |
16
|
$24 M
|
| Archvest Wealth Advisors, Inc. |
2025 Q4
|
2/10/2026 |
65
|
$160 M
|
| HERSHEY TRUST CO |
2025 Q4
|
2/10/2026 |
5
|
$10 B
|
| DUMAC, INC. |
2025 Q4
|
2/10/2026 |
10
|
$650 M
|
| TRANSATLANTIQUE PRIVATE WEALTH LLC |
2025 Q4
|
2/10/2026 |
206
|
$320 M
|
| North Berkeley Wealth Management, LLC |
2025 Q4
|
2/10/2026 |
75
|
$170 M
|
| BOWEN HANES & CO INC |
2025 Q4
|
2/10/2026 |
154
|
$4.0 B
|
| MARIETTA INVESTMENT PARTNERS LLC |
2025 Q4
|
2/10/2026 |
162
|
$500 M
|
| SBI Holdings USA, Inc. |
2025 Q4
|
2/10/2026 |
1
|
$130 M
|
| Sarver Vrooman Wealth Advisors |
2025 Q4
|
2/10/2026 |
263
|
$180 M
|
| TAGStone Capital, Inc. |
2025 Q4
|
2/10/2026 |
116
|
$270 M
|
| Tide Cove Capital Partners LLC |
2025 Q4
|
2/10/2026 |
13
|
$140 M
|
| Glassy Mountain Advisors, Inc. |
2025 Q4
|
2/10/2026 |
77
|
$330 M
|
| TRAVELERS COMPANIES, INC. |
2025 Q4
|
2/10/2026 |
3
|
$150 M
|
| Manitou Investment Management Ltd. |
2025 Q4
|
2/10/2026 |
56
|
$570 M
|
| REAP Financial Group, LLC |
2025 Q4
|
2/10/2026 |
557
|
$490 M
|
| Kennon-Green & Company, LLC |
2025 Q4
|
2/10/2026 |
39
|
$130 M
|
| Private Wealth Asset Management, LLC |
2025 Q4
|
2/10/2026 |
1,102
|
$920 M
|
| AMAZON COM INC |
2025 Q4
|
2/10/2026 |
6
|
$3.5 B
|
| VISA FOUNDATION |
2025 Q4
|
2/10/2026 |
1
|
$140 M
|
| FIRST NATIONAL BANK OF OMAHA |
2025 Q2
|
2/10/2026 |
495
|
$1.5 B
|
| SOUND SHORE MANAGEMENT INC /CT/ |
2025 Q4
|
2/10/2026 |
37
|
$3.1 B
|
| Pinnacle West Asset Management, Inc. |
2025 Q4
|
2/10/2026 |
114
|
$150 M
|
| Blue Barn Wealth, LLC |
2025 Q4
|
2/10/2026 |
46
|
$69 M
|
| Yorkville Advisors Global, LP |
2025 Q4
|
2/10/2026 |
29
|
$160 M
|
| FountainVest China Capital Partners GP3 Ltd. |
2025 Q4
|
2/10/2026 |
2
|
$1.4 M
|
| Financial Harvest, LLC |
2025 Q4
|
2/10/2026 |
62
|
$160 M
|
| FIRST NATIONAL BANK OF OMAHA |
2025 Q1
|
2/10/2026 |
496
|
$1.5 B
|
| Tidemark, LLC |
2025 Q4
|
2/10/2026 |
658
|
$350 M
|
| Dynasty Wealth Management, LLC |
2025 Q4
|
2/10/2026 |
349
|
$10 B
|
| Winthrop Capital Management, LLC |
2025 Q4
|
2/10/2026 |
364
|
$430 M
|
| MERIDIAN MANAGEMENT CO |
2025 Q4
|
2/10/2026 |
102
|
$400 M
|
| NATIXIS ADVISORS, LLC |
2025 Q4
|
2/10/2026 |
2,068
|
$71 B
|
| PINCUS CAPITAL MANAGEMENT, LP |
2025 Q4
|
2/10/2026 |
51
|
$150 M
|
| Beaton Management Co. Inc. |
2025 Q4
|
2/10/2026 |
149
|
$230 M
|
| IAG Wealth Partners, LLC |
2025 Q4
|
2/10/2026 |
497
|
$860 M
|