| Summit Wealth Group, LLC |
2025 Q4
|
2/5/2026 |
119
|
$430 M
|
| Radnor Capital Management, LLC |
2025 Q4
|
2/5/2026 |
311
|
$670 M
|
| Wolff Financial Management LLC |
2025 Q4
|
2/5/2026 |
101
|
$440 M
|
| Flavin Financial Services, Inc. |
2024 Q4 - RESTATEMENT
|
2/5/2026 |
68
|
$110 M
|
| Flavin Financial Services, Inc. |
2025 Q1 - RESTATEMENT
|
2/5/2026 |
67
|
$110 M
|
| Flavin Financial Services, Inc. |
2025 Q2 - RESTATEMENT
|
2/5/2026 |
65
|
$100 M
|
| Flavin Financial Services, Inc. |
2025 Q3 - RESTATEMENT
|
2/5/2026 |
70
|
$140 M
|
| ProShare Advisors LLC |
2025 Q4
|
2/5/2026 |
2,034
|
$57 B
|
| PROFUND ADVISORS LLC |
2025 Q4
|
2/5/2026 |
1,249
|
$3.3 B
|
| Aviance Capital Partners, LLC |
2025 Q4
|
2/5/2026 |
361
|
$870 M
|
| Csenge Advisory Group |
2025 Q4
|
2/5/2026 |
712
|
$2.2 B
|
| FLYNN ZITO CAPITAL MANAGEMENT, LLC |
2025 Q4
|
2/5/2026 |
140
|
$280 M
|
| INTEGRAL INVESTMENT ADVISORS, INC. |
2025 Q4
|
2/5/2026 |
176
|
$400 M
|
| Aerodigm Wealth, LLC |
2025 Q4
|
2/5/2026 |
96
|
$280 M
|
| SIERRA OCEAN, LLC |
2025 Q4
|
2/5/2026 |
61
|
$120 M
|
| Rockport Wealth LLC |
2025 Q4
|
2/5/2026 |
99
|
$510 M
|
| Evergreen Wealth Management, LLC |
2025 Q4
|
2/5/2026 |
54
|
$200 M
|
| Watchman Group, Inc. |
2025 Q4
|
2/5/2026 |
77
|
$420 M
|
| Tanglewood Legacy Advisors, LLC |
2025 Q4
|
2/5/2026 |
267
|
$270 M
|
| Yanni & Associates Investment Advisors, LLC |
2025 Q4
|
2/5/2026 |
36
|
$100 M
|
| Verde Capital Management |
2025 Q4
|
2/5/2026 |
67
|
$470 M
|
| Lutz Financial Services LLC |
2025 Q4
|
2/5/2026 |
102
|
$1.5 B
|
| STONEBRIDGE ADVISORS LLC |
2025 Q4
|
2/5/2026 |
5
|
$180 M
|
| ALTA CAPITAL MANAGEMENT LLC/ |
2025 Q4
|
2/5/2026 |
96
|
$1.5 B
|
| Gambit Capital Management, LLC |
2025 Q4
|
2/5/2026 |
133
|
$140 M
|
| GLOBALT Investments LLC / GA |
2025 Q4
|
2/5/2026 |
204
|
$2.7 B
|
| Pathway Financial Advisers, LLC |
2025 Q4
|
2/5/2026 |
163
|
$350 M
|
| WISCONSIN CAPITAL MANAGEMENT LLC |
2025 Q4
|
2/5/2026 |
50
|
$200 M
|
| Cascade Financial Partners, LLC |
2025 Q4
|
2/5/2026 |
271
|
$990 M
|
| Ironwood Investment Counsel, LLC |
2025 Q4
|
2/5/2026 |
267
|
$720 M
|
| ENTRUST FINANCIAL LLC |
2025 Q4
|
2/5/2026 |
420
|
$130 M
|
| WD RUTHERFORD LLC |
2025 Q4
|
2/5/2026 |
73
|
$240 M
|
| VSM Wealth Advisory, LLC |
2025 Q4
|
2/5/2026 |
455
|
$330 M
|
| Stronghold Wealth Management L.L.C. |
2025 Q4
|
2/5/2026 |
228
|
$68 M
|
| Kimelman & Baird, LLC |
2025 Q4
|
2/5/2026 |
263
|
$1.3 B
|
| Cornerstone Management, Inc. |
2025 Q4
|
2/5/2026 |
68
|
$610 M
|
| bLong Financial, LLC |
2025 Q4
|
2/5/2026 |
74
|
$140 M
|
| Blume Capital Management, Inc. |
2025 Q4
|
2/5/2026 |
332
|
$550 M
|
| Sequent Planning LLC |
2025 Q4
|
2/5/2026 |
226
|
$390 M
|
| Spectrum Strategic Capital Management, LLC |
2025 Q4
|
2/5/2026 |
78
|
$190 M
|
| Duncan Williams Asset Management, LLC |
2025 Q4
|
2/5/2026 |
170
|
$400 M
|
| Sherry Group, Inc. |
2025 Q4
|
2/5/2026 |
43
|
$95 M
|
| Intrua Financial, LLC |
2025 Q4
|
2/5/2026 |
460
|
$950 M
|
| Kane Co Wealth Management, Inc. |
2025 Q4
|
2/5/2026 |
50
|
$110 M
|
| CDM FINANCIAL COUNSELING SERVICES, INC. |
2025 Q4
|
2/5/2026 |
82
|
$110 M
|
| Odyssey Capital Advisors, Inc. |
2025 Q4
|
2/5/2026 |
92
|
$110 M
|
| Three Cord True Wealth Management, LLC |
2025 Q4
|
2/5/2026 |
39
|
$170 M
|
| BASS LEE M /TX/ |
2025 Q4
|
2/5/2026 |
1
|
$0
|
| Rainwater Charitable Foundation |
2025 Q4
|
2/5/2026 |
4
|
$170 M
|
| MACROVIEW INVESTMENT MANAGEMENT LLC |
2025 Q4
|
2/5/2026 |
97
|
$150 M
|
| HughesLittle Investment Management Ltd. |
2025 Q4
|
2/5/2026 |
13
|
$550 M
|
| HughesLittle Investment Management Ltd. |
2025 Q2
|
2/5/2026 |
15
|
$490 M
|
| HughesLittle Investment Management Ltd. |
2025 Q3
|
2/5/2026 |
14
|
$540 M
|
| Ranch Capital Advisors Inc. |
2025 Q4
|
2/5/2026 |
153
|
$270 M
|
| ARS Investment Partners, LLC |
2025 Q4
|
2/5/2026 |
197
|
$1.7 B
|
| Independent Solutions Wealth Management, LLC |
2025 Q4
|
2/5/2026 |
173
|
$540 M
|
| HughesLittle Investment Management Ltd. |
2025 Q1
|
2/5/2026 |
16
|
$430 M
|
| HughesLittle Investment Management Ltd. |
2024 Q4
|
2/5/2026 |
0
|
$0
|
| HughesLittle Investment Management Ltd. |
2024 Q3
|
2/5/2026 |
16
|
$440 M
|
| HughesLittle Investment Management Ltd. |
2024 Q2
|
2/5/2026 |
16
|
$410 M
|
| HughesLittle Investment Management Ltd. |
2024 Q1
|
2/5/2026 |
16
|
$410 M
|
| HughesLittle Investment Management Ltd. |
2023 Q3
|
2/5/2026 |
16
|
$330 M
|
| HughesLittle Investment Management Ltd. |
2023 Q4
|
2/5/2026 |
16
|
$390 M
|
| Aegis Wealth Management, Inc. |
2025 Q4
|
2/5/2026 |
146
|
$130 M
|
| HughesLittle Investment Management Ltd. |
2023 Q1
|
2/5/2026 |
16
|
$330 M
|
| HughesLittle Investment Management Ltd. |
2023 Q2
|
2/5/2026 |
16
|
$350 M
|
| Armor Investment Advisors, LLC |
2025 Q4
|
2/5/2026 |
151
|
$270 M
|
| HughesLittle Investment Management Ltd. |
2022 Q4
|
2/5/2026 |
17
|
$340 M
|
| TUCKER ASSET MANAGEMENT LLC |
2025 Q4
|
2/5/2026 |
1,080
|
$340 M
|
| HughesLittle Investment Management Ltd. |
2022 Q3
|
2/5/2026 |
16
|
$320 M
|
| Monarch Alternative Capital LP |
2025 Q3 - RESTATEMENT
|
2/5/2026 |
5
|
$740 M
|
| HughesLittle Investment Management Ltd. |
2022 Q2
|
2/5/2026 |
15
|
$340 M
|
| HughesLittle Investment Management Ltd. |
2022 Q1
|
2/5/2026 |
15
|
$420 M
|
| HughesLittle Investment Management Ltd. |
2021 Q4
|
2/5/2026 |
17
|
$440 M
|
| HughesLittle Investment Management Ltd. |
2021 Q2
|
2/5/2026 |
17
|
$410 M
|
| HughesLittle Investment Management Ltd. |
2021 Q3
|
2/5/2026 |
17
|
$400 M
|
| GABELLI & Co INVESTMENT ADVISERS, INC. |
2025 Q4
|
2/5/2026 |
279
|
$670 M
|
| HughesLittle Investment Management Ltd. |
2020 Q4
|
2/5/2026 |
15
|
$330 M
|
| HughesLittle Investment Management Ltd. |
2021 Q1
|
2/5/2026 |
16
|
$370 M
|
| HughesLittle Investment Management Ltd. |
2020 Q3
|
2/5/2026 |
15
|
$280 M
|
| MISSION WEALTH MANAGEMENT, LP |
2025 Q4
|
2/5/2026 |
734
|
$5.0 B
|
| HughesLittle Investment Management Ltd. |
2020 Q2
|
2/5/2026 |
14
|
$260 M
|
| Pacific Heights Asset Management LLC |
2025 Q4
|
2/5/2026 |
79
|
$2.7 B
|
| GAMCO INVESTORS, INC. ET AL |
2025 Q4
|
2/5/2026 |
1,036
|
$10 B
|
| HughesLittle Investment Management Ltd. |
2020 Q1
|
2/5/2026 |
15
|
$220 M
|
| Teton Advisors, LLC |
2025 Q4
|
2/5/2026 |
152
|
$140 M
|
| HughesLittle Investment Management Ltd. |
2019 Q4
|
2/5/2026 |
15
|
$280 M
|
| HughesLittle Investment Management Ltd. |
2019 Q2
|
2/5/2026 |
16
|
$250 M
|
| Dougherty & Associates, LLC |
2025 Q4
|
2/5/2026 |
56
|
$110 M
|
| High Note Wealth, LLC |
2025 Q4
|
2/5/2026 |
913
|
$510 M
|
| HughesLittle Investment Management Ltd. |
2019 Q3
|
2/5/2026 |
16
|
$250 M
|
| GABELLI FUNDS LLC |
2025 Q4
|
2/5/2026 |
1,246
|
$15 B
|
| HughesLittle Investment Management Ltd. |
2019 Q1
|
2/5/2026 |
15
|
$240 M
|
| HughesLittle Investment Management Ltd. |
2018 Q4
|
2/5/2026 |
17
|
$200 M
|
| HughesLittle Investment Management Ltd. |
2018 Q3
|
2/5/2026 |
22
|
$240 M
|
| HughesLittle Investment Management Ltd. |
2018 Q2
|
2/5/2026 |
21
|
$210 M
|
| BASS SID R |
2025 Q4
|
2/5/2026 |
1
|
$0
|
| LEUTHOLD GROUP, LLC |
2025 Q4
|
2/5/2026 |
207
|
$930 M
|
| HughesLittle Investment Management Ltd. |
2018 Q1
|
2/5/2026 |
20
|
$190 M
|
| Park Square Financial Group, LLC |
2025 Q4
|
2/5/2026 |
303
|
$17 M
|