| MEDIATEL PARTNERS |
2025 Q4
|
2/6/2026 |
2
|
$30 M
|
| REVERENCE CAPITAL PARTNERS, L.P. |
2025 Q4
|
2/6/2026 |
1
|
$450 M
|
| Carrhae Capital LLP |
2025 Q4
|
2/6/2026 |
35
|
$2.6 B
|
| DELTA FINANCIAL ADVISORS LLC |
2025 Q4
|
2/6/2026 |
149
|
$380 M
|
| Freedom Investment Management, Inc. |
2025 Q4
|
2/6/2026 |
169
|
$340 M
|
| Keystone Financial Group |
2025 Q4
|
2/6/2026 |
454
|
$1.4 B
|
| Van Hulzen Asset Management, LLC |
2025 Q4
|
2/6/2026 |
339
|
$1.4 B
|
| Gutierrez Wealth Advisory, LLC |
2025 Q4
|
2/6/2026 |
100
|
$160 M
|
| Addison Advisors LLC |
2025 Q4
|
2/6/2026 |
1,164
|
$450 M
|
| Mann Financial Group, Inc. |
2025 Q4
|
2/6/2026 |
31
|
$8.2 M
|
| CROSBY Co OF NEW HAMPSHIRE LLC |
2025 Q4
|
2/6/2026 |
1
|
$0
|
| Capco Asset Management, LLC |
2025 Q4
|
2/6/2026 |
28
|
$410 M
|
| HERITAGE INVESTORS MANAGEMENT CORP |
2025 Q4
|
2/6/2026 |
245
|
$3.4 B
|
| Resolute Wealth Strategies, LLC |
2025 Q4
|
2/6/2026 |
109
|
$230 M
|
| Plan A Wealth LLC |
2025 Q4
|
2/6/2026 |
173
|
$200 M
|
| One Degree Advisors Inc |
2025 Q4
|
2/6/2026 |
70
|
$360 M
|
| GPS Wealth Strategies Group, LLC |
2025 Q4
|
2/6/2026 |
582
|
$120 M
|
| PLANNING ALTERNATIVES LTD /ADV |
2025 Q4
|
2/6/2026 |
98
|
$790 M
|
| Associated Banc-Corp |
2025 Q4
|
2/6/2026 |
333
|
$3.9 B
|
| Municipal Employees' Retirement System of Michigan |
2025 Q4
|
2/6/2026 |
38
|
$8.8 B
|
| EverSource Wealth Advisors, LLC |
2025 Q4
|
2/6/2026 |
19,481
|
$2.7 B
|
| CFO4Life Group, LLC |
2025 Q4
|
2/6/2026 |
242
|
$700 M
|
| New Millennium Group LLC |
2025 Q4
|
2/6/2026 |
407
|
$230 M
|
| CONDOR CAPITAL MANAGEMENT |
2025 Q4
|
2/6/2026 |
183
|
$1.2 B
|
| One Charles Private Wealth Services, LLC |
2025 Q4
|
2/6/2026 |
172
|
$390 M
|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
2025 Q4
|
2/6/2026 |
948
|
$5.0 B
|
| Trustees of the University of Pennsylvania |
2025 Q4
|
2/6/2026 |
3
|
$200 M
|
| Commonwealth Financial Services, LLC |
2025 Q4
|
2/6/2026 |
236
|
$610 M
|
| Intellus Advisors LLC |
2025 Q4
|
2/6/2026 |
134
|
$750 M
|
| WRAPMANAGER INC |
2025 Q4
|
2/6/2026 |
140
|
$300 M
|
| SUMMIT PARTNERS L P |
2025 Q4
|
2/6/2026 |
8
|
$1.1 B
|
| Transce3nd, LLC |
2025 Q4
|
2/6/2026 |
169
|
$12 M
|
| Curat Global, LLC |
2025 Q4
|
2/6/2026 |
282
|
$90 M
|
| Bare Financial Services, Inc |
2025 Q4
|
2/6/2026 |
2,076
|
$360 M
|
| HARBOR ADVISORY CORP /MA/ |
2025 Q4
|
2/6/2026 |
78
|
$330 M
|
| Hexagon Capital Partners LLC |
2025 Q4
|
2/6/2026 |
78
|
$540 M
|
| BOK Financial Private Wealth, Inc. |
2025 Q4
|
2/6/2026 |
456
|
$1.6 B
|
| Goldenstone Wealth Management LLC |
2025 Q4
|
2/6/2026 |
84
|
$130 M
|
| CHECK CAPITAL MANAGEMENT INC/CA |
2025 Q4
|
2/6/2026 |
75
|
$3.4 B
|
| Strategic Value Partners, LLC |
2025 Q4
|
2/6/2026 |
1
|
$210 M
|
| Morling Financial Advisors, LLC |
2025 Q4
|
2/6/2026 |
103
|
$320 M
|
| FourThought Financial Partners, LLC |
2025 Q4
|
2/6/2026 |
504
|
$1.2 B
|
| Tensor Edge Capital, LLC |
2025 Q4
|
2/6/2026 |
14
|
$350 M
|
| Authentikos Wealth Advisory, LLC |
2025 Q4
|
2/6/2026 |
66
|
$150 M
|
| Magnolia Private Wealth, LLC |
2025 Q4
|
2/6/2026 |
120
|
$140 M
|
| Alan B Lancz & Associates, Inc. |
2025 Q4
|
2/6/2026 |
132
|
$110 M
|
| Global Retirement Partners, LLC |
2025 Q4
|
2/6/2026 |
4,246
|
$5.6 B
|
| Fort Vancouver Investment Management, LLC |
2025 Q4
|
2/6/2026 |
51
|
$190 M
|
| Blackston Financial Advisory Group, LLC |
2025 Q4
|
2/6/2026 |
102
|
$160 M
|
| Copia Wealth Management |
2025 Q4
|
2/6/2026 |
522
|
$140 M
|
| Great Diamond Partners, LLC |
2025 Q4
|
2/6/2026 |
227
|
$520 M
|
| Clientfirst Wealth Management, LLC |
2025 Q4
|
2/6/2026 |
50
|
$120 M
|
| TWIN CAPITAL MANAGEMENT INC |
2025 Q4
|
2/6/2026 |
252
|
$810 M
|
| KDT Advisors, LLC |
2025 Q4
|
2/6/2026 |
70
|
$71 M
|
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC |
2025 Q4
|
2/6/2026 |
132
|
$690 M
|
| Financial Synergies Wealth Advisors, Inc. |
2025 Q4
|
2/6/2026 |
126
|
$1.0 B
|
| Mach-1 Financial Group, LLC |
2025 Q4
|
2/6/2026 |
296
|
$490 M
|
| Trajan Wealth LLC |
2025 Q4
|
2/6/2026 |
153
|
$2.4 B
|
| Altium Capital Management LLC |
2025 Q4
|
2/6/2026 |
18
|
$25 M
|
| Summit Creek Advisors LLC |
2025 Q4
|
2/6/2026 |
67
|
$640 M
|
| Private Wealth Advisors, LLC |
2025 Q4
|
2/6/2026 |
91
|
$310 M
|
| AEW CAPITAL MANAGEMENT L P |
2025 Q4
|
2/6/2026 |
73
|
$1.4 B
|
| Fortis Group Advisors, LLC |
2025 Q4
|
2/6/2026 |
659
|
$600 M
|
| Hi-Line Capital Management, LLC |
2025 Q4
|
2/6/2026 |
37
|
$300 M
|
| ALGEBRIS (UK) LTD |
2025 Q4
|
2/6/2026 |
80
|
$1.3 B
|
| Gladius Capital Management LP |
2025 Q4
|
2/6/2026 |
101
|
$1.8 B
|
| Peirce Capital Management, LLC |
2025 Q4
|
2/6/2026 |
43
|
$250 M
|
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC |
2025 Q4
|
2/6/2026 |
188
|
$560 M
|
| Elk River Wealth Management LLC |
2025 Q4
|
2/6/2026 |
103
|
$620 M
|
| Eagle Health Investments LP |
2025 Q4
|
2/6/2026 |
30
|
$460 M
|
| GARDA CAPITAL PARTNERS LP |
2025 Q4
|
2/6/2026 |
11
|
$120 M
|
| Cypress Capital, LLC |
2025 Q4
|
2/6/2026 |
94
|
$360 M
|
| Verde Servicos Internacionais S.A. |
2025 Q4
|
2/6/2026 |
32
|
$310 M
|
| Shakespeare Wealth Management, LLC |
2025 Q4
|
2/6/2026 |
108
|
$450 M
|
| Callahan Advisors, LLC |
2025 Q4
|
2/6/2026 |
174
|
$1.2 B
|
| UNIVERSITY OF CHICAGO |
2025 Q4
|
2/6/2026 |
12
|
$210 M
|
| Emergence GP Partners, LLC |
2025 Q4
|
2/6/2026 |
4
|
$150 M
|
| Flaharty Asset Management, LLC |
2025 Q4
|
2/6/2026 |
141
|
$800 M
|
| CWS Financial Advisors, LLC |
2025 Q4
|
2/6/2026 |
150
|
$370 M
|
| Portland Financial Advisors Inc |
2025 Q4
|
2/6/2026 |
77
|
$47 M
|
| HARMONY ASSET MANAGEMENT LLC |
2025 Q4
|
2/6/2026 |
181
|
$300 M
|
| Forum Private Client Group LLC |
2025 Q4
|
2/6/2026 |
81
|
$290 M
|
| LEGACY FINANCIAL GROUP, INC. |
2025 Q4
|
2/6/2026 |
94
|
$380 M
|
| Taylor Financial Group, Inc. |
2025 Q4
|
2/6/2026 |
102
|
$170 M
|
| Aspen Investment Management Inc |
2025 Q4
|
2/6/2026 |
177
|
$330 M
|
| Fi3 FINANCIAL ADVISORS, LLC |
2025 Q4
|
2/6/2026 |
192
|
$330 M
|
| Prescott Group Capital Management, L.L.C. |
2025 Q4
|
2/6/2026 |
278
|
$1.1 B
|
| BURLING WEALTH PARTNERS, LLC |
2025 Q4
|
2/6/2026 |
185
|
$640 M
|
| SIERRA SUMMIT ADVISORS LLC |
2025 Q4
|
2/6/2026 |
171
|
$650 M
|
| MJP ASSOCIATES INC /ADV |
2025 Q4
|
2/6/2026 |
248
|
$800 M
|
| Red Wave Investments LLC |
2025 Q4
|
2/6/2026 |
113
|
$340 M
|
| Leonteq Securities AG |
2025 Q4
|
2/6/2026 |
1,469
|
$3.3 B
|
| PINKERTON WEALTH, LLC |
2025 Q4
|
2/6/2026 |
138
|
$980 M
|
| IFP Advisors, Inc |
2025 Q3 - RESTATEMENT
|
2/6/2026 |
4,843
|
$3.9 B
|
| Midwest Professional Planners, LTD. |
2025 Q4
|
2/6/2026 |
142
|
$420 M
|
| Seros Financial, LLC |
2025 Q4
|
2/6/2026 |
61
|
$170 M
|
| RPS ADVISORY SOLUTIONS LLC |
2025 Q4
|
2/6/2026 |
134
|
$210 M
|
| MAD RIVER INVESTORS |
2025 Q4
|
2/6/2026 |
35
|
$220 M
|
| Quantum Private Wealth, LLC |
2025 Q4
|
2/6/2026 |
169
|
$340 M
|
| Madison International Realty Holdings, LLC |
2025 Q4
|
2/6/2026 |
1
|
$55 M
|