| CONNING INC. |
2025 Q4
|
2/4/2026 |
345
|
$3.0 B
|
| Petix & Botte Co |
2025 Q4
|
2/4/2026 |
133
|
$440 M
|
| WJ Wealth Management, LLC |
2025 Q4
|
2/4/2026 |
70
|
$230 M
|
| ORBA Wealth Advisors, L.L.C. |
2025 Q4
|
2/4/2026 |
79
|
$120 M
|
| Meridian Financial Partners LLC |
2025 Q4
|
2/4/2026 |
118
|
$250 M
|
| Trevian Wealth Management LLC |
2025 Q4
|
2/4/2026 |
50
|
$210 M
|
| Tilson Financial Group, Inc. |
2025 Q4
|
2/4/2026 |
83
|
$320 M
|
| Yardley Wealth Management LLC |
2025 Q4
|
2/4/2026 |
36
|
$190 M
|
| Triton Wealth Management, PLLC |
2025 Q4
|
2/4/2026 |
126
|
$270 M
|
| Williams & Novak, LLC |
2025 Q4
|
2/4/2026 |
141
|
$130 M
|
| Maxele Advisors, LLC |
2025 Q4
|
2/4/2026 |
100
|
$120 M
|
| Halter Ferguson Financial Inc. |
2025 Q4
|
2/4/2026 |
36
|
$460 M
|
| Fingerlakes Wealth Management, Inc. |
2025 Q4
|
2/4/2026 |
97
|
$160 M
|
| CROSSPOINT FINANCIAL, LLC |
2025 Q4
|
2/4/2026 |
37
|
$42 M
|
| Grey Ledge Advisors, LLC |
2025 Q4
|
2/4/2026 |
237
|
$440 M
|
| NDWM LLC |
2025 Q4
|
2/4/2026 |
34
|
$150 M
|
| PACIFIC SUN FINANCIAL CORP |
2025 Q4
|
2/4/2026 |
202
|
$210 M
|
| Cardinal Point Capital Management ULC |
2025 Q4
|
2/4/2026 |
260
|
$1.5 B
|
| Rayburn West Financial Services LLC |
2025 Q4
|
2/4/2026 |
80
|
$160 M
|
| Alexander Randolph Advisory, Inc. |
2025 Q4
|
2/4/2026 |
54
|
$120 M
|
| Pandi, LLC |
2025 Q4
|
2/4/2026 |
2
|
$630 M
|
| GR FINANCIAL GROUP, LLC |
2025 Q4
|
2/4/2026 |
28
|
$450 M
|
| Navalign, LLC |
2025 Q4
|
2/4/2026 |
512
|
$410 M
|
| MAINSAIL ASSET MANAGEMENT, LLC |
2025 Q4
|
2/4/2026 |
106
|
$230 M
|
| Berkeley Capital Partners, LLC |
2025 Q4
|
2/4/2026 |
188
|
$420 M
|
| Atria Investments, Inc |
2025 Q4
|
2/4/2026 |
2,018
|
$8.8 B
|
| Simmons Bank |
2025 Q4
|
2/4/2026 |
757
|
$1.5 B
|
| MUHLENKAMP & CO INC |
2025 Q4
|
2/4/2026 |
28
|
$370 M
|
| Foundry Financial Group, Inc. |
2025 Q4
|
2/4/2026 |
66
|
$200 M
|
| CATALYST FINANCIAL PARTNERS LLC |
2025 Q4
|
2/4/2026 |
324
|
$900 M
|
| MONECO ADVISORS, LLC |
2025 Q4
|
2/4/2026 |
507
|
$1.3 B
|
| Knuff & Co LLC |
2025 Q4
|
2/4/2026 |
129
|
$340 M
|
| Strategic Family Wealth Counselors, L.L.C. |
2025 Q4
|
2/4/2026 |
217
|
$450 M
|
| DAG VENTURES, LLC |
2025 Q4
|
2/4/2026 |
3
|
$190 M
|
| Heritage Wealth Management, Inc. /CA/ |
2025 Q4
|
2/4/2026 |
91
|
$160 M
|
| VanderPol Investments L.L.C. |
2025 Q4
|
2/4/2026 |
65
|
$58 M
|
| CAP Partners, LLC |
2025 Q4
|
2/4/2026 |
143
|
$180 M
|
| Biltmore Family Office, LLC |
2025 Q4
|
2/4/2026 |
331
|
$720 M
|
| Pacer Advisors, Inc. |
2025 Q4
|
2/4/2026 |
3,829
|
$39 B
|
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND |
2025 Q4
|
2/4/2026 |
1,510
|
$7.9 B
|
| Stonebridge Financial Group, LLC / MO |
2025 Q4
|
2/4/2026 |
159
|
$120 M
|
| Tepp RIA, LLC |
2025 Q4
|
2/4/2026 |
38
|
$100 M
|
| American Family Investments, Inc. |
2025 Q4
|
2/4/2026 |
11
|
$2.8 B
|
| Essex Woodlands Management, Inc. |
2025 Q4
|
2/4/2026 |
6
|
$320 M
|
| Bridgewealth Advisory Group, LLC |
2025 Q4
|
2/4/2026 |
130
|
$450 M
|
| Global Wealth Management Investment Advisory, Inc. |
2025 Q4
|
2/4/2026 |
151
|
$620 M
|
| SUMMIT WEALTH GROUP LLC / CO |
2025 Q4
|
2/4/2026 |
273
|
$750 M
|
| Ameritas Advisory Services, LLC |
2025 Q4
|
2/4/2026 |
926
|
$2.7 B
|
| LIBERTY WEALTH MANAGEMENT LLC |
2025 Q4
|
2/4/2026 |
249
|
$770 M
|
| AIFG Consultants Ltd. |
2025 Q4
|
2/4/2026 |
54
|
$58 M
|
| Independent Advisor Alliance |
2025 Q4
|
2/4/2026 |
1,697
|
$4.1 B
|
| Gallatin Point Capital LLC |
2025 Q4
|
2/4/2026 |
2
|
$290 M
|
| Urban Financial Advisory Corp |
2025 Q4
|
2/4/2026 |
54
|
$250 M
|
| Rockbridge Investment Management, LCC |
2025 Q4
|
2/4/2026 |
135
|
$1.1 B
|
| St. James Investment Company, LLC |
2025 Q4
|
2/4/2026 |
30
|
$620 M
|
| Compound Global Advisors, LLC |
2025 Q4
|
2/4/2026 |
15
|
$1.8 M
|
| West Tower Group, LLC |
2025 Q4
|
2/4/2026 |
80
|
$44 M
|
| Atlantic Union Bankshares Corp |
2025 Q4
|
2/4/2026 |
3,409
|
$5.3 B
|
| Midwest Heritage Bank, FSB |
2025 Q4
|
2/4/2026 |
59
|
$290 M
|
| Community Bank, N.A. |
2025 Q4
|
2/4/2026 |
692
|
$850 M
|
| PARADIGM ASSET MANAGEMENT CO LLC |
2025 Q4
|
2/4/2026 |
503
|
$430 M
|
| World Investment Advisors |
2025 Q4
|
2/4/2026 |
1,449
|
$5.2 B
|
| INCA Investments LLC |
2025 Q4
|
2/4/2026 |
9
|
$290 M
|
| HealthCor Partners Management LP |
2025 Q4
|
2/4/2026 |
3
|
$200 M
|
| Legacy Financial Advisors, Inc. |
2025 Q4
|
2/4/2026 |
389
|
$720 M
|
| Madison Asset Management, LLC |
2025 Q4
|
2/4/2026 |
342
|
$8.7 B
|
| PATRICK M SWEENEY & ASSOCIATES, INC |
2025 Q4
|
2/4/2026 |
159
|
$160 M
|
| Cascade Wealth Advisors, Inc |
2025 Q4
|
2/4/2026 |
57
|
$220 M
|
| Gray Private Wealth, LLC |
2025 Q4
|
2/4/2026 |
49
|
$200 M
|
| Ground Swell Capital, LLC |
2025 Q4
|
2/4/2026 |
87
|
$49 M
|
| Hirtle Callaghan & Co LLC |
2025 Q4
|
2/4/2026 |
110
|
$2.9 B
|
| One Wealth Map LLC |
2025 Q4
|
2/4/2026 |
77
|
$200 M
|
| Simcoe Capital LLC |
2025 Q4
|
2/4/2026 |
31
|
$110 M
|
| Topsail Wealth Management, LLC |
2025 Q4
|
2/4/2026 |
268
|
$680 M
|
| Rollins Financial Advisors, LLC |
2025 Q4
|
2/4/2026 |
151
|
$680 M
|
| GGM Financials LLC |
2025 Q4
|
2/4/2026 |
225
|
$210 M
|
| Corus Family Wealth Advisors |
2025 Q4
|
2/4/2026 |
66
|
$130 M
|
| Delta Accumulation, LLC |
2025 Q4
|
2/4/2026 |
194
|
$2.0 B
|
| Cascades Capital Asset Management, LLC |
2025 Q4
|
2/4/2026 |
166
|
$240 M
|
| Buttonwood Financial Advisors Inc. |
2025 Q4
|
2/4/2026 |
104
|
$300 M
|
| TLS Advisors LLC |
2025 Q4
|
2/4/2026 |
16
|
$38 M
|
| PEREGRINE INVESTMENT MANAGEMENT INC |
2025 Q4
|
2/4/2026 |
19
|
$160 M
|
| Timonier Family Office, LTD. |
2025 Q4
|
2/4/2026 |
56
|
$320 M
|
| Empire Life Investments Inc. |
2025 Q4
|
2/4/2026 |
110
|
$1.8 B
|
| E-L Financial Corp Ltd |
2025 Q4
|
2/4/2026 |
1
|
$1.3 B
|
| Rock Point Advisors, LLC |
2025 Q4
|
2/4/2026 |
121
|
$400 M
|
| PERKINS CAPITAL MANAGEMENT INC |
2025 Q4
|
2/4/2026 |
91
|
$130 M
|
| Western Pacific Wealth Management, LP |
2025 Q4
|
2/4/2026 |
181
|
$100 M
|
| Argos Wealth Advisors, LLC |
2025 Q4
|
2/4/2026 |
213
|
$370 M
|
| SCHWARTZ INVESTMENT COUNSEL INC |
2025 Q4
|
2/4/2026 |
133
|
$2.9 B
|
| CONTINUUM WEALTH ADVISORS, LLC |
2025 Q4
|
2/4/2026 |
78
|
$260 M
|
| MASON STREET ADVISORS, LLC |
2025 Q4
|
2/4/2026 |
15
|
$1.0 B
|
| FIRST FOUNDATION ADVISORS |
2025 Q4
|
2/4/2026 |
583
|
$2.7 B
|
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV |
2025 Q4
|
2/4/2026 |
184
|
$240 M
|
| Investment Advisory Services Group LLC |
2025 Q4
|
2/4/2026 |
31
|
$110 M
|
| Pacific Ridge Capital Partners, LLC |
2025 Q4
|
2/4/2026 |
138
|
$460 M
|
| LIFE LINE WEALTH MANAGEMENT LLC |
2025 Q4
|
2/4/2026 |
38
|
$340 M
|
| Objective Capital Management, LLC |
2025 Q4
|
2/4/2026 |
85
|
$98 M
|
| Jacksonville Wealth Management, LLC |
2025 Q4
|
2/4/2026 |
74
|
$140 M
|
| TradeLink Capital LLC |
2025 Q4
|
2/4/2026 |
27
|
$13 M
|