| Upper Left Wealth Management, LLC |
2025 Q4
|
1/22/2026 |
67
|
$160 M
|
| Glencore plc |
2025 Q4
|
1/22/2026 |
4
|
$7.9 B
|
| GREENBERG FINANCIAL GROUP |
2025 Q4
|
1/22/2026 |
113
|
$240 M
|
| CCLA Investment Management |
2025 Q4
|
1/22/2026 |
55
|
$6.2 B
|
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC |
2025 Q4
|
1/21/2026 |
321
|
$180 M
|
| Bear Mountain Capital, Inc. |
2025 Q4
|
1/21/2026 |
199
|
$310 M
|
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV |
2025 Q4
|
1/21/2026 |
102
|
$120 M
|
| Lesa Sroufe & Co |
2025 Q4
|
1/21/2026 |
69
|
$130 M
|
| Echo Wealth Management, LLC |
2025 Q4
|
1/21/2026 |
46
|
$170 M
|
| Darwin Wealth Management, LLC |
2025 Q4
|
1/21/2026 |
661
|
$320 M
|
| CAPSTONE CAPITAL LLC |
2025 Q4
|
1/21/2026 |
20
|
$150 M
|
| EVERMAY WEALTH MANAGEMENT LLC |
2025 Q4
|
1/21/2026 |
571
|
$890 M
|
| WETZEL INVESTMENT ADVISORS, INC. |
2025 Q4
|
1/21/2026 |
161
|
$250 M
|
| Demars Financial Group, LLC |
2025 Q4
|
1/21/2026 |
89
|
$300 M
|
| FMB WEALTH MANAGEMENT |
2025 Q4
|
1/21/2026 |
128
|
$250 M
|
| Addenda Capital Inc. |
2025 Q4
|
1/21/2026 |
125
|
$3.4 B
|
| FINANCIAL CONSULATE, INC |
2025 Q4
|
1/21/2026 |
1,339
|
$730 M
|
| Comprehensive Money Management Services LLC |
2025 Q4
|
1/21/2026 |
190
|
$150 M
|
| Newman Dignan & Sheerar, Inc. |
2025 Q4
|
1/21/2026 |
188
|
$480 M
|
| Weaver Capital Management LLC |
2025 Q4
|
1/21/2026 |
184
|
$470 M
|
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
2025 Q4
|
1/21/2026 |
209
|
$6.6 B
|
| Altus Wealth Management, LLC |
2025 Q4
|
1/21/2026 |
30
|
$230 M
|
| Prime Capital Investment Advisors, LLC |
2025 Q4
|
1/21/2026 |
1,044
|
$8.2 B
|
| McNamara Financial Services, Inc. |
2025 Q4
|
1/21/2026 |
101
|
$530 M
|
| Compass Advisory Group LLC |
2025 Q4
|
1/21/2026 |
84
|
$370 M
|
| Ergawealth Advisors, Inc. |
2025 Q4
|
1/21/2026 |
54
|
$220 M
|
| TRUEFG, LLC |
2025 Q4
|
1/21/2026 |
69
|
$370 M
|
| SUTTON PLACE INVESTORS LLC |
2025 Q4
|
1/21/2026 |
130
|
$180 M
|
| Baker Ellis Asset Management LLC |
2025 Q4
|
1/21/2026 |
260
|
$830 M
|
| Greenhouse Wealth Management, LLC |
2025 Q4
|
1/21/2026 |
60
|
$170 M
|
| Westfuller Advisors, LLC |
2025 Q4
|
1/21/2026 |
772
|
$250 M
|
| JACKSON SQUARE CAPITAL, LLC |
2025 Q4
|
1/21/2026 |
152
|
$510 M
|
| WEST PACES ADVISORS INC. |
2025 Q4
|
1/21/2026 |
200
|
$520 M
|
| FRANKLIN STREET ADVISORS INC /NC |
2025 Q4
|
1/21/2026 |
173
|
$1.8 B
|
| Ledyard National Bank |
2025 Q4
|
1/21/2026 |
334
|
$1.2 B
|
| Capital Investment Advisory Services, LLC |
2025 Q4
|
1/21/2026 |
1,164
|
$1.4 B
|
| Provident Living Financial Services, Inc. |
2025 Q4
|
1/21/2026 |
51
|
$100 M
|
| Hartford Financial Management Inc. |
2025 Q4
|
1/21/2026 |
338
|
$380 M
|
| McElhenny Sheffield Capital Management, LLC |
2025 Q4
|
1/21/2026 |
100
|
$410 M
|
| Canton Hathaway, LLC |
2025 Q4
|
1/21/2026 |
282
|
$520 M
|
| Mainstream Capital Management LLC |
2025 Q4
|
1/21/2026 |
88
|
$150 M
|
| Runnymede Capital Advisors, Inc. |
2025 Q4
|
1/21/2026 |
74
|
$170 M
|
| Tandem Investment Partners LLC |
2025 Q4
|
1/21/2026 |
70
|
$120 M
|
| Stone House Investment Management, LLC |
2025 Q4
|
1/21/2026 |
850
|
$640 M
|
| ATMOS ADVISORY, LLC |
2025 Q4
|
1/21/2026 |
21
|
$170 M
|
| Financial Architects, LLC |
2025 Q4
|
1/21/2026 |
30
|
$190 M
|
| WOODMONT INVESTMENT COUNSEL LLC |
2025 Q4
|
1/21/2026 |
261
|
$1.6 B
|
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV |
2025 Q4
|
1/21/2026 |
176
|
$280 M
|
| Paladin Advisory Group, LLC |
2025 Q4
|
1/21/2026 |
245
|
$140 M
|
| Oak Thistle LLC |
2025 Q4
|
1/21/2026 |
481
|
$720 M
|
| Center For Asset Management LLC |
2025 Q4
|
1/21/2026 |
145
|
$190 M
|
| AK GLOBAL ASSET MANAGEMENT, LLC |
2025 Q4
|
1/21/2026 |
31
|
$110 M
|
| Seascape Capital Management |
2025 Q4
|
1/21/2026 |
91
|
$350 M
|
| BIP Wealth, LLC |
2025 Q4
|
1/21/2026 |
456
|
$2.8 B
|
| FRG Family Wealth Advisors LLC |
2025 Q4
|
1/21/2026 |
160
|
$640 M
|
| YOUSIF CAPITAL MANAGEMENT, LLC |
2025 Q4
|
1/21/2026 |
1,877
|
$9.1 B
|
| Towercrest Capital Management |
2025 Q4
|
1/21/2026 |
98
|
$630 M
|
| Alliance Wealth Management Group |
2025 Q4
|
1/21/2026 |
94
|
$460 M
|
| Affiance Financial, LLC |
2025 Q4
|
1/21/2026 |
105
|
$620 M
|
| Kawa Capital Management, Inc |
2025 Q4
|
1/21/2026 |
4
|
$43 M
|
| Sivik Global Healthcare LLC |
2025 Q4
|
1/21/2026 |
49
|
$340 M
|
| Ervin Investment Management, LLC |
2025 Q4
|
1/21/2026 |
44
|
$180 M
|
| Penney Financial, LLC |
2025 Q4
|
1/21/2026 |
49
|
$260 M
|
| Capital Advisory Group Advisory Services, LLC |
2025 Q4
|
1/21/2026 |
171
|
$340 M
|
| GREENLEAF TRUST |
2025 Q4
|
1/21/2026 |
1,365
|
$11 B
|
| CULBERTSON A N & CO INC |
2025 Q4
|
1/21/2026 |
128
|
$730 M
|
| HRC WEALTH MANAGEMENT, LLC |
2025 Q4
|
1/21/2026 |
56
|
$210 M
|
| Wilkins Miller Wealth Management, LLC |
2025 Q4
|
1/21/2026 |
92
|
$170 M
|
| Kentucky Trust Co |
2025 Q4
|
1/21/2026 |
304
|
$190 M
|
| TSP Capital Management Group, LLC |
2025 Q4
|
1/21/2026 |
45
|
$410 M
|
| JERICHO FINANCIAL, LLP |
2025 Q4
|
1/21/2026 |
40
|
$170 M
|
| XR Securities LLC |
2025 Q4
|
1/21/2026 |
1
|
$0
|
| Asio Capital, LLC |
2025 Q4
|
1/21/2026 |
111
|
$710 M
|
| CRUX WEALTH ADVISORS |
2025 Q4
|
1/21/2026 |
176
|
$270 M
|
| William Howard & Co Financial Advisors Inc |
2025 Q4
|
1/21/2026 |
57
|
$120 M
|
| Pine Brook Road Advisors, L.P. |
2025 Q4
|
1/21/2026 |
1
|
$140 M
|
| Clayton Financial Group LLC |
2025 Q4
|
1/21/2026 |
625
|
$200 M
|
| MASTER'S WEALTH MANAGEMENT INC. |
2025 Q4
|
1/21/2026 |
65
|
$280 M
|
| C2C Wealth Management, LLC |
2025 Q4
|
1/21/2026 |
87
|
$120 M
|
| 4WEALTH ADVISORS, INC. |
2025 Q4
|
1/21/2026 |
147
|
$120 M
|
| Winthrop Advisory Group LLC |
2025 Q4 - RESTATEMENT
|
1/21/2026 |
275
|
$1.2 B
|
| Palumbo Wealth Management LLC |
2025 Q4
|
1/21/2026 |
218
|
$410 M
|
| ProCore Advisors, LLC |
2025 Q4
|
1/21/2026 |
91
|
$98 M
|
| Jefferson Bridge Capital, LLC |
2025 Q4
|
1/21/2026 |
54
|
$99 M
|
| PETRA FINANCIAL ADVISORS INC |
2025 Q4
|
1/21/2026 |
138
|
$170 M
|
| Muzinich & Co., Inc. |
2025 Q4
|
1/21/2026 |
38
|
$320 M
|
| Five Pine Wealth Management |
2025 Q4
|
1/21/2026 |
42
|
$160 M
|
| Naviter Wealth, LLC |
2025 Q4
|
1/21/2026 |
275
|
$770 M
|
| CCG WEALTH MANAGEMENT, LLC |
2025 Q4
|
1/21/2026 |
99
|
$230 M
|
| Balance Wealth, LLC |
2025 Q4
|
1/21/2026 |
143
|
$310 M
|
| Cambridge Advisors Inc. |
2025 Q4
|
1/21/2026 |
176
|
$530 M
|
| Perfromance Wealth Partners, LLC |
2025 Q4
|
1/21/2026 |
198
|
$3.7 B
|
| Indiana Trust & Investment Management Co |
2025 Q4
|
1/21/2026 |
487
|
$340 M
|
| Snider Financial Group |
2025 Q4
|
1/21/2026 |
108
|
$380 M
|
| Finer Wealth Management, Inc. |
2025 Q4
|
1/21/2026 |
83
|
$210 M
|
| Mayfair Advisory Group, LLC |
2025 Q4
|
1/21/2026 |
177
|
$260 M
|
| M. Kraus & Co |
2025 Q4
|
1/21/2026 |
84
|
$360 M
|
| Pacific Point Advisors, LLC |
2025 Q4
|
1/21/2026 |
132
|
$190 M
|
| Ethos Capital Management, Inc. |
2025 Q4
|
1/21/2026 |
55
|
$110 M
|
| MBL Wealth, LLC |
2025 Q4
|
1/21/2026 |
332
|
$1.2 B
|