| FIRST CITIZENS INVESTOR SERVICES, INC. |
2025 Q4 - RESTATEMENT
|
2/5/2026 |
23
|
$0
|
| Chancellor Financial Group WB LP |
2025 Q4
|
2/5/2026 |
137
|
$150 M
|
| Evergreen Wealth Partners LLC |
2025 Q4
|
2/5/2026 |
79
|
$120 M
|
| Disciplined Investments, LLC |
2025 Q4
|
2/5/2026 |
130
|
$260 M
|
| Security National Bank |
2025 Q4
|
2/5/2026 |
462
|
$700 M
|
| May Hill Capital, LLC |
2025 Q4
|
2/5/2026 |
331
|
$760 M
|
| Atlas Wealth LLC |
2025 Q4
|
2/5/2026 |
108
|
$330 M
|
| Requisite Capital Management, LLC |
2025 Q4
|
2/5/2026 |
123
|
$530 M
|
| RiverFront Investment Group, LLC |
2025 Q4
|
2/5/2026 |
346
|
$6.1 B
|
| SAPIENT CAPITAL LLC |
2025 Q4
|
2/5/2026 |
417
|
$7.1 B
|
| Passumpsic Savings Bank |
2025 Q4
|
2/5/2026 |
91
|
$180 M
|
| North Dakota State Investment Board |
2025 Q4
|
2/5/2026 |
826
|
$2.7 B
|
| CHASE INVESTMENT COUNSEL CORP |
2025 Q4
|
2/5/2026 |
131
|
$360 M
|
| REIK & CO., LLC |
2025 Q4
|
2/5/2026 |
77
|
$360 M
|
| First Citizens Asset Management, Inc. |
2025 Q4
|
2/5/2026 |
27
|
$290 M
|
| GENRE PARTNERS L P |
2025 Q4
|
2/5/2026 |
1
|
$0
|
| HICKS CAPITAL MANAGEMENT LLC |
2025 Q4
|
2/5/2026 |
33
|
$99 M
|
| Elyxium Wealth, LLC |
2025 Q4
|
2/5/2026 |
3,636
|
$360 M
|
| Rossmore Private Capital |
2025 Q4
|
2/5/2026 |
347
|
$1.1 B
|
| Evergreen Advisors, LLC |
2025 Q4
|
2/5/2026 |
24
|
$410 M
|
| ROBERTS GLORE & CO INC /IL/ |
2025 Q4
|
2/5/2026 |
223
|
$380 M
|
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC |
2025 Q4
|
2/5/2026 |
112
|
$890 M
|
| Compass Financial Group, Inc. |
2025 Q4
|
2/5/2026 |
48
|
$230 M
|
| United Bank |
2025 Q4
|
2/5/2026 |
124
|
$290 M
|
| Hiddenite Capital Partners LP |
2025 Q4
|
2/5/2026 |
36
|
$770 M
|
| Abacus Wealth Partners, LLC |
2025 Q4
|
2/5/2026 |
509
|
$1.0 B
|
| STONERIDGE INVESTMENT PARTNERS LLC |
2025 Q4
|
2/5/2026 |
126
|
$140 M
|
| STF Management LP |
2025 Q4
|
2/5/2026 |
101
|
$110 M
|
| NOESIS CAPITAL MANGEMENT CORP |
2025 Q4
|
2/5/2026 |
132
|
$690 M
|
| Dana Investment Advisors, Inc. |
2025 Q4
|
2/5/2026 |
551
|
$3.4 B
|
| Hills Bank & Trust Co |
2025 Q4
|
2/5/2026 |
508
|
$1.7 B
|
| Wind River Trust Co |
2025 Q4
|
2/5/2026 |
10
|
$270 M
|
| Arjuna Capital |
2025 Q4
|
2/5/2026 |
108
|
$410 M
|
| CMG Global Holdings, LLC |
2025 Q4
|
2/5/2026 |
96
|
$230 M
|
| Evensky & Katz LLC |
2025 Q4
|
2/5/2026 |
72
|
$1.8 B
|
| Integrated Investment Consultants, LLC |
2025 Q4
|
2/5/2026 |
542
|
$490 M
|
| O'Brien Greene & Co. Inc |
2025 Q4
|
2/5/2026 |
198
|
$340 M
|
| Cambridge Investment Research Advisors, Inc. |
2025 Q4
|
2/5/2026 |
3,812
|
$38 B
|
| Burford Brothers, Inc. |
2025 Q4
|
2/5/2026 |
173
|
$240 M
|
| Cook Wealth, LLC |
2025 Q4
|
2/5/2026 |
1
|
$0
|
| Stephens Investment Management Group LLC |
2025 Q4
|
2/5/2026 |
176
|
$7.7 B
|
| WealthPlan Investment Management, LLC |
2025 Q4
|
2/5/2026 |
438
|
$1.6 B
|
| STEPHENS INC /AR/ |
2025 Q4
|
2/5/2026 |
1,300
|
$8.0 B
|
| Peak Asset Management, LLC |
2025 Q4
|
2/5/2026 |
154
|
$590 M
|
| TD PRIVATE CLIENT WEALTH LLC |
2025 Q4
|
2/5/2026 |
1,632
|
$4.7 B
|
| Arrow Financial Corp |
2025 Q4
|
2/5/2026 |
318
|
$1.0 B
|
| Center for Financial Planning, Inc. |
2025 Q4
|
2/5/2026 |
712
|
$960 M
|
| Everstar Asset Management, LLC |
2025 Q4
|
2/5/2026 |
224
|
$190 M
|
| 1620 INVESTMENT ADVISORS, INC. |
2025 Q4
|
2/5/2026 |
647
|
$150 M
|
| Spear Holdings RSC Ltd |
2025 Q4
|
2/5/2026 |
11
|
$570 M
|
| LAWOOD & CO |
2025 Q4
|
2/5/2026 |
158
|
$110 M
|
| Sherman Asset Management, Inc. |
2025 Q4
|
2/5/2026 |
144
|
$120 M
|
| RAHLFS CAPITAL, LLC |
2025 Q4
|
2/5/2026 |
84
|
$130 M
|
| Helikon Investments Ltd |
2025 Q4
|
2/5/2026 |
17
|
$1.9 B
|
| Catawba River Capital |
2025 Q4
|
2/5/2026 |
22
|
$220 M
|
| S&CO INC |
2025 Q4
|
2/5/2026 |
218
|
$1.6 B
|
| Plus Group Wealth Advisors LLC |
2025 Q4
|
2/5/2026 |
43
|
$90 M
|
| PBCay One RSC Ltd |
2025 Q4
|
2/5/2026 |
11
|
$570 M
|
| Tennessee Valley Asset Management Partners |
2025 Q4
|
2/5/2026 |
192
|
$770 M
|
| TLW Wealth Management, LLC |
2025 Q4
|
2/5/2026 |
19
|
$170 M
|
| HFM Investment Advisors, LLC |
2025 Q4
|
2/5/2026 |
1,278
|
$260 M
|
| Financial Security Advisor, Inc. |
2025 Q4
|
2/5/2026 |
157
|
$520 M
|
| Vertex Investment Solutions Co., Ltd. |
2025 Q4
|
2/5/2026 |
22
|
$100 M
|
| Convergence Investment Partners, LLC |
2025 Q4
|
2/5/2026 |
242
|
$500 M
|
| STEGINSKY CAPITAL LLC |
2025 Q4
|
2/5/2026 |
8
|
$590 M
|
| Robert Bosch GmbH |
2025 Q4
|
2/5/2026 |
3
|
$180 M
|
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC |
2025 Q4
|
2/5/2026 |
877
|
$8.6 B
|
| Kapstone Financial Advisors LLC |
2025 Q4
|
2/5/2026 |
133
|
$200 M
|
| IMG Wealth Management, Inc. |
2025 Q4
|
2/5/2026 |
586
|
$160 M
|
| Compton Financial Group, LLC |
2025 Q4
|
2/5/2026 |
62
|
$440 M
|
| Clarendon Private LLC |
2025 Q4
|
2/5/2026 |
103
|
$120 M
|
| LITTLEJOHN FINANCIAL SERVICES, INC. |
2025 Q4
|
2/5/2026 |
58
|
$140 M
|
| Wakefield Asset Management LLLP |
2025 Q4
|
2/5/2026 |
201
|
$370 M
|
| NOVARE CAPITAL MANAGEMENT LLC |
2025 Q4
|
2/5/2026 |
195
|
$1.3 B
|
| Quent Long Short Global Small Cap Fund, LP |
2025 Q4 - RESTATEMENT
|
2/5/2026 |
1
|
$0
|
| Schulz Wealth, LTD. |
2025 Q4
|
2/5/2026 |
62
|
$160 M
|
| Gibson Capital, LLC |
2025 Q4
|
2/5/2026 |
120
|
$550 M
|
| Kropog Financial Group, LLC |
2025 Q4
|
2/5/2026 |
29
|
$130 M
|
| Cauble & Harre Wealth Management, Inc. |
2025 Q4
|
2/5/2026 |
70
|
$120 M
|
| Plante Moran Financial Advisors, LLC |
2025 Q4
|
2/5/2026 |
811
|
$1.6 B
|
| Sound Portfolio Advisors, LLC |
2025 Q4
|
2/5/2026 |
33
|
$120 M
|
| AlphaCore Capital LLC |
2025 Q4
|
2/5/2026 |
1,424
|
$4.5 B
|
| DNB Asset Management AS |
2025 Q4
|
2/5/2026 |
731
|
$29 B
|
| Richard Young Associates, Ltd. |
2025 Q4
|
2/5/2026 |
25
|
$130 M
|
| ANTIPODES PARTNERS Ltd |
2025 Q4
|
2/5/2026 |
132
|
$4.8 B
|
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO |
2025 Q4
|
2/5/2026 |
105
|
$3.0 B
|
| Sculati Wealth Management, LLC |
2025 Q4
|
2/5/2026 |
116
|
$280 M
|
| Applied Finance Capital Management, LLC |
2025 Q4
|
2/5/2026 |
225
|
$1.4 B
|
| PRUDENT INVESTORS NETWORK, INC. |
2025 Q4
|
2/5/2026 |
73
|
$440 M
|
| AMJ Financial Wealth Management |
2025 Q4
|
2/5/2026 |
90
|
$420 M
|
| COMMERZBANK AKTIENGESELLSCHAFT /FI |
2025 Q4
|
2/5/2026 |
374
|
$4.9 B
|
| USAdvisors Wealth Management, LLC |
2025 Q4
|
2/5/2026 |
136
|
$300 M
|
| PANORAMIC INVESTMENT ADVISORS, LLC |
2025 Q4
|
2/5/2026 |
126
|
$180 M
|
| Phoenix Financial Ltd. |
2025 Q4
|
2/5/2026 |
671
|
$9.2 B
|
| Dash Acquisitions Inc. |
2025 Q4
|
2/5/2026 |
68
|
$480 M
|
| WestBridge Capital Management, LLC |
2025 Q4
|
2/5/2026 |
1
|
$160 M
|
| Boulder Wealth Advisors, LLC |
2025 Q4
|
2/5/2026 |
42
|
$240 M
|
| 1ST SOURCE BANK |
2025 Q4
|
2/5/2026 |
412
|
$1.9 B
|
| Bedminster, LLC |
2025 Q4
|
2/5/2026 |
53
|
$110 M
|
| WHI TRUST Co LLC |
2025 Q4
|
2/5/2026 |
94
|
$130 M
|