| VALLEY WEALTH MANAGERS, INC. |
2025 Q4
|
2/4/2026 |
584
|
$1.6 B
|
| ELCO Management Co., LLC |
2025 Q4
|
2/4/2026 |
167
|
$160 M
|
| VIRGINIA RETIREMENT SYSTEMS ET Al |
2025 Q4
|
2/4/2026 |
949
|
$17 B
|
| Anson Capital, Inc. |
2025 Q4
|
2/4/2026 |
85
|
$140 M
|
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH |
2025 Q4
|
2/4/2026 |
421
|
$350 M
|
| OPINICUS CAPITAL, INC. |
2025 Q4
|
2/4/2026 |
102
|
$140 M
|
| NORTHEAST INVESTMENT MANAGEMENT |
2025 Q4
|
2/4/2026 |
188
|
$2.6 B
|
| PATHWAY CAPITAL MANAGEMENT, LP |
2025 Q4
|
2/4/2026 |
5
|
$7.8 M
|
| HARTFORD INVESTMENT MANAGEMENT CO |
2025 Q4
|
2/4/2026 |
497
|
$3.3 B
|
| Seelaus Asset Management LLC |
2025 Q4
|
2/4/2026 |
174
|
$130 M
|
| WESTPORT ASSET MANAGEMENT INC |
2025 Q4
|
2/4/2026 |
75
|
$240 M
|
| BIRCHBROOK, INC. |
2025 Q4
|
2/4/2026 |
298
|
$200 M
|
| One Day In July LLC |
2025 Q4
|
2/4/2026 |
147
|
$1.2 B
|
| Purkiss Capital Advisors LLC |
2025 Q4
|
2/4/2026 |
165
|
$210 M
|
| Provident Investment Management, Inc. |
2025 Q4
|
2/4/2026 |
88
|
$1.1 B
|
| ESG Planning DBA Harper Investing |
2025 Q4
|
2/4/2026 |
65
|
$230 M
|
| OFC FINANCIAL PLANNING, LLC |
2025 Q4
|
2/4/2026 |
60
|
$110 M
|
| Shade Tree Advisors LLC |
2025 Q4
|
2/4/2026 |
40
|
$130 M
|
| Chapman Investment Management, LLC |
2025 Q4
|
2/4/2026 |
27
|
$140 M
|
| Englebert Financial Advisers, LLC |
2025 Q4
|
2/4/2026 |
53
|
$87 M
|
| Glass Wealth Management Co LLC |
2025 Q4
|
2/4/2026 |
57
|
$240 M
|
| Fourth Dimension Wealth, LLC |
2025 Q4
|
2/4/2026 |
648
|
$270 M
|
| HighPoint Advisor Group LLC |
2025 Q4
|
2/4/2026 |
695
|
$2.2 B
|
| Ashoka WhiteOak Capital Pte Ltd |
2025 Q4
|
2/4/2026 |
17
|
$260 M
|
| Versor Investments LP |
2025 Q4
|
2/4/2026 |
590
|
$640 M
|
| Prosperitas Financial LLC |
2025 Q4
|
2/4/2026 |
78
|
$260 M
|
| WIN ADVISORS, INC |
2025 Q4
|
2/4/2026 |
74
|
$240 M
|
| Proem Advisors LLC |
2025 Q4
|
2/4/2026 |
36
|
$880 M
|
| Rinkey Investments |
2025 Q4
|
2/4/2026 |
129
|
$390 M
|
| Washington Trust Bank |
2025 Q4
|
2/4/2026 |
339
|
$1.4 B
|
| MONEY CONCEPTS CAPITAL CORP |
2025 Q4
|
2/4/2026 |
518
|
$1.8 B
|
| BAILARD, INC. |
2025 Q4
|
2/4/2026 |
744
|
$4.5 B
|
| TSFG, LLC |
2025 Q4
|
2/4/2026 |
856
|
$670 M
|
| Mascoma Wealth Management LLC |
2025 Q4
|
2/4/2026 |
495
|
$470 M
|
| Heronetta Management, L.P. |
2025 Q4
|
2/4/2026 |
25
|
$170 M
|
| RAELIPSKIE PARTNERSHIP |
2025 Q4
|
2/4/2026 |
117
|
$240 M
|
| Gratus Wealth Advisors, LLC |
2025 Q4
|
2/4/2026 |
128
|
$720 M
|
| HORAN Wealth, LLC |
2025 Q4
|
2/4/2026 |
178
|
$650 M
|
| Concentrum Wealth Management |
2025 Q4
|
2/4/2026 |
90
|
$360 M
|
| Settian Capital LP |
2025 Q4
|
2/4/2026 |
25
|
$150 M
|
| TOWERVIEW LLC |
2025 Q4
|
2/4/2026 |
16
|
$140 M
|
| Fairway Financial, LLC |
2025 Q4
|
2/4/2026 |
22
|
$130 M
|
| Tsai Capital Corp |
2025 Q4
|
2/4/2026 |
20
|
$150 M
|
| PIER 88 INVESTMENT PARTNERS LLC |
2025 Q4
|
2/4/2026 |
117
|
$450 M
|
| Meridian Wealth Management, LLC |
2025 Q4
|
2/4/2026 |
771
|
$2.8 B
|
| ABC ARBITRAGE SA |
2025 Q4
|
2/4/2026 |
313
|
$1.1 B
|
| First National Advisers, LLC |
2025 Q4
|
2/4/2026 |
261
|
$730 M
|
| First Eagle Investment Management, LLC |
2025 Q4
|
2/4/2026 |
597
|
$57 B
|
| AGH Wealth Advisors, LLC |
2025 Q4
|
2/4/2026 |
175
|
$130 M
|
| Long Road Investment Counsel, LLC |
2025 Q4
|
2/4/2026 |
79
|
$260 M
|
| NICHOLAS COMPANY, INC. |
2025 Q4
|
2/4/2026 |
205
|
$5.7 B
|
| Fusion Family Wealth, LLC |
2025 Q4
|
2/4/2026 |
46
|
$1.3 B
|
| Valeo Financial Advisors, LLC |
2025 Q4
|
2/4/2026 |
858
|
$4.5 B
|
| 49 WEALTH MANAGEMENT, LLC |
2025 Q4
|
2/4/2026 |
200
|
$1.2 B
|
| Freedom Day Solutions, LLC |
2025 Q4
|
2/4/2026 |
93
|
$370 M
|
| KLCM Advisors, Inc. |
2025 Q4
|
2/4/2026 |
265
|
$1.2 B
|
| Blackhawk Capital Partners, LLC |
2025 Q4
|
2/4/2026 |
149
|
$270 M
|
| swisspartners Advisors Ltd |
2025 Q4
|
2/4/2026 |
23
|
$140 M
|
| STRATEGIC PLANNING GROUP, LLC |
2025 Q4
|
2/4/2026 |
73
|
$780 M
|
| American Institute for Advanced Investment Management, LLP |
2025 Q4
|
2/4/2026 |
150
|
$160 M
|
| Lafayette Investments, Inc. |
2025 Q4
|
2/4/2026 |
156
|
$530 M
|
| Fusion Capital, LLC |
2025 Q4
|
2/4/2026 |
101
|
$360 M
|
| Trek Financial, LLC |
2025 Q4
|
2/4/2026 |
449
|
$1.7 B
|
| AG2R LA MONDIALE GESTION D'ACTIFS |
2025 Q4
|
2/4/2026 |
357
|
$2.3 B
|
| CERTIOR FINANCIAL GROUP, LLC |
2025 Q4
|
2/4/2026 |
133
|
$150 M
|
| FORTEM FINANCIAL GROUP, LLC |
2025 Q4
|
2/4/2026 |
173
|
$370 M
|
| Centric Wealth Management |
2025 Q4
|
2/4/2026 |
194
|
$470 M
|
| Mirabaud Asset Management Ltd |
2025 Q4
|
2/4/2026 |
43
|
$220 M
|
| National Mutual Insurance Federation of Agricultural Cooperatives |
2025 Q4
|
2/4/2026 |
42
|
$14 B
|
| Swiss Life Asset Management Ltd |
2025 Q4
|
2/4/2026 |
1,877
|
$20 B
|
| BRC-Global BAH Investments Ltd. |
2025 Q4
|
2/4/2026 |
1
|
$85 M
|
| PETERSON WEALTH MANAGEMENT |
2025 Q4
|
2/4/2026 |
41
|
$130 M
|
| SENTRY INVESTMENT MANAGEMENT LLC |
2025 Q4
|
2/4/2026 |
514
|
$150 M
|
| NAPLES GLOBAL ADVISORS, LLC |
2025 Q4
|
2/4/2026 |
437
|
$1.3 B
|
| Brummer Multi-Strategy AB |
2025 Q4
|
2/4/2026 |
11
|
$17 M
|
| Sloy Dahl & Holst, LLC |
2025 Q4
|
2/4/2026 |
115
|
$830 M
|
| Sanchez Wealth Management Group |
2025 Q4
|
2/4/2026 |
51
|
$470 M
|
| Shoker Investment Counsel, Inc. |
2025 Q4
|
2/4/2026 |
111
|
$340 M
|
| Summit Investment Advisory Services, LLC |
2025 Q4
|
2/4/2026 |
82
|
$260 M
|
| Berry Wealth Group, LP |
2025 Q4
|
2/4/2026 |
32
|
$28 M
|
| BYRNE FINANCIAL FREEDOM, LLC |
2025 Q4
|
2/4/2026 |
99
|
$220 M
|
| Cannon Financial Strategists, Inc. |
2025 Q4
|
2/4/2026 |
100
|
$720 M
|
| Colonial River Investments, LLC |
2025 Q4
|
2/4/2026 |
228
|
$280 M
|
| WEDGEWOOD INVESTORS INC /PA/ |
2025 Q4
|
2/4/2026 |
105
|
$88 M
|
| Horizon Wealth Management, LLC |
2025 Q4
|
2/4/2026 |
127
|
$640 M
|
| Kailix Advisors LLC |
2025 Q4
|
2/4/2026 |
9
|
$90 M
|
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / |
2025 Q4
|
2/4/2026 |
52
|
$140 M
|
| Peak Wealth Management LLC |
2025 Q4
|
2/4/2026 |
51
|
$120 M
|
| Brio Consultants, LLC |
2025 Q4
|
2/4/2026 |
146
|
$770 M
|
| Katamaran Capital LLP |
2025 Q4
|
2/4/2026 |
34
|
$130 M
|
| SVB WEALTH LLC |
2025 Q4
|
2/4/2026 |
1,311
|
$1.7 B
|
| MADDEN SECURITIES Corp |
2025 Q4
|
2/4/2026 |
115
|
$330 M
|
| C WorldWide Group Holding A/S |
2025 Q4
|
2/4/2026 |
97
|
$5.7 B
|
| Kepler Cheuvreux (Suisse) SA |
2025 Q4
|
2/4/2026 |
199
|
$1.8 B
|
| ASAHI LIFE ASSET MANAGEMENT CO., LTD. |
2025 Q4
|
2/4/2026 |
156
|
$180 M
|
| DRIVE WEALTH MANAGEMENT, LLC |
2025 Q4
|
2/4/2026 |
703
|
$510 M
|
| Hosking Partners LLP |
2025 Q4
|
2/4/2026 |
114
|
$2.9 B
|
| SECURIAN ASSET MANAGEMENT, INC |
2025 Q4
|
2/4/2026 |
928
|
$2.6 B
|
| ABN AMRO Bank N.V. |
2025 Q4
|
2/4/2026 |
231
|
$11 B
|
| Aubrey Capital Management Ltd |
2025 Q4
|
2/4/2026 |
53
|
$250 M
|