| MITSUBISHI UFJ FINANCIAL GROUP INC |
2025 Q4
|
2/4/2026 |
1
|
$67 B
|
| MUFG BANK, LTD. |
2025 Q4
|
2/4/2026 |
4
|
$3.2 B
|
| Osprey Private Wealth LLC |
2025 Q4
|
2/4/2026 |
79
|
$350 M
|
| Austin Asset Management Co Inc |
2025 Q4
|
2/3/2026 |
76
|
$610 M
|
| Altman Advisors, Inc. |
2025 Q4
|
2/3/2026 |
95
|
$270 M
|
| D'Orazio & Associates, Inc. |
2025 Q4
|
2/3/2026 |
296
|
$780 M
|
| Arena Capital Advisors, LLC- CA |
2025 Q4
|
2/3/2026 |
19
|
$170 M
|
| NWAM LLC |
2025 Q4
|
2/3/2026 |
617
|
$1.8 B
|
| NWAM LLC |
2025 Q3 - RESTATEMENT
|
2/3/2026 |
637
|
$1.8 B
|
| NWAM LLC |
2025 Q2 - RESTATEMENT
|
2/3/2026 |
615
|
$1.7 B
|
| Financial Alternatives, Inc |
2025 Q4
|
2/3/2026 |
87
|
$170 M
|
| Dynamic Wealth Strategies, LLC |
2025 Q4
|
2/3/2026 |
250
|
$170 M
|
| Income Insurance Ltd |
2025 Q4
|
2/3/2026 |
159
|
$150 M
|
| Clark Wealth Partners |
2025 Q3
|
2/3/2026 |
570
|
$160 M
|
| Clark Wealth Partners |
2025 Q4
|
2/3/2026 |
570
|
$160 M
|
| NAN FUNG TRINITY (HK) LTD |
2025 Q4
|
2/3/2026 |
78
|
$1.3 B
|
| Dogwood Wealth Management LLC |
2025 Q4
|
2/3/2026 |
766
|
$230 M
|
| Beverly Hills Private Wealth, LLC |
2025 Q4
|
2/3/2026 |
989
|
$560 M
|
| Leicht Financial Planning & Wealth Management, Inc. |
2025 Q4
|
2/3/2026 |
13
|
$220 M
|
| Advisor OS, LLC |
2025 Q4
|
2/3/2026 |
1,944
|
$1.2 B
|
| GCQ FUNDS MANAGEMENT PTY Ltd |
2025 Q4
|
2/3/2026 |
10
|
$730 M
|
| Garrett Wealth Advisory Group, LLC |
2025 Q4
|
2/3/2026 |
119
|
$530 M
|
| UNIVEST FINANCIAL Corp |
2025 Q4
|
2/3/2026 |
452
|
$1.9 B
|
| GREENWOOD GEARHART INC |
2025 Q4
|
2/3/2026 |
109
|
$1.8 B
|
| Divco West Real Estate Services, LLC |
2025 Q4
|
2/3/2026 |
4
|
$93 M
|
| Bryn Mawr Trust Advisors, LLC |
2025 Q4
|
2/3/2026 |
446
|
$2.1 B
|
| Ballast Rock Private Wealth LLC |
2025 Q4
|
2/3/2026 |
171
|
$160 M
|
| Pure Financial Advisors, LLC |
2025 Q4
|
2/3/2026 |
495
|
$6.2 B
|
| UNITED SERVICES AUTOMOBILE ASSOCIATION |
2025 Q4
|
2/3/2026 |
22
|
$1.6 B
|
| AOZORA BANK, LTD. |
2025 Q4
|
2/3/2026 |
2
|
$33 M
|
| Womack Financial LLC |
2024 Q4
|
2/3/2026 |
64
|
$110 M
|
| Womack Financial LLC |
2025 Q1
|
2/3/2026 |
65
|
$110 M
|
| Womack Financial LLC |
2025 Q2
|
2/3/2026 |
65
|
$110 M
|
| Womack Financial LLC |
2025 Q3
|
2/3/2026 |
68
|
$130 M
|
| Strait & Sound Wealth Management LLC |
2025 Q4
|
2/3/2026 |
149
|
$270 M
|
| BEAM WEALTH ADVISORS, INC. |
2025 Q4
|
2/3/2026 |
107
|
$360 M
|
| Hikari Power Ltd |
2025 Q4
|
2/3/2026 |
63
|
$1.3 B
|
| Twin Lakes Capital Management, LLC |
2025 Q4
|
2/3/2026 |
226
|
$230 M
|
| Clark Wealth Partners |
2024 Q4
|
2/3/2026 |
536
|
$130 M
|
| Clark Wealth Partners |
2025 Q1
|
2/3/2026 |
532
|
$130 M
|
| Clark Wealth Partners |
2025 Q2
|
2/3/2026 |
540
|
$150 M
|
| Pandora Wealth, Inc. |
2025 Q4
|
2/3/2026 |
224
|
$160 M
|
| Flagship Private Wealth, LLC |
2025 Q4
|
2/3/2026 |
113
|
$250 M
|
| Oxbow Advisors, LLC |
2025 Q4
|
2/3/2026 |
250
|
$1.1 B
|
| Ebert Capital Management Inc. |
2025 Q4
|
2/3/2026 |
25
|
$100 M
|
| Bensler, LLC |
2025 Q4
|
2/3/2026 |
191
|
$1.0 B
|
| Midwest Trust Co |
2025 Q4
|
2/3/2026 |
588
|
$8.0 B
|
| BankPlus Wealth Management LLC |
2025 Q4
|
2/3/2026 |
111
|
$180 M
|
| Invst, LLC |
2025 Q3
|
2/3/2026 |
307
|
$880 M
|
| NWM ADVISORS, LLC |
2025 Q4
|
2/3/2026 |
25
|
$110 M
|
| Plato Investment Management Ltd |
2025 Q4
|
2/3/2026 |
513
|
$1.5 B
|
| MARCO INVESTMENT MANAGEMENT LLC |
2025 Q4
|
2/3/2026 |
228
|
$1.3 B
|
| Frontier Asset Management, LLC |
2025 Q4
|
2/3/2026 |
92
|
$430 M
|
| FIRETRAIL INVESTMENTS PTY LTD |
2025 Q4
|
2/3/2026 |
29
|
$310 M
|
| WealthTrust Asset Management, LLC |
2025 Q4
|
2/3/2026 |
78
|
$140 M
|
| LRI Investments, LLC |
2025 Q4
|
2/3/2026 |
1,729
|
$1.2 B
|
| JSF Financial, LLC |
2025 Q4
|
2/3/2026 |
132
|
$480 M
|
| Ridgepath Capital Management LLC |
2025 Q4
|
2/3/2026 |
46
|
$220 M
|
| AMERICAN ASSETS INC |
2025 Q4
|
2/3/2026 |
24
|
$320 M
|
| Northern Capital Management, Inc. |
2025 Q4
|
2/3/2026 |
52
|
$190 M
|
| EWA, LLC |
2025 Q4
|
2/3/2026 |
271
|
$410 M
|
| Apeiron RIA LLC |
2025 Q4
|
2/3/2026 |
207
|
$490 M
|
| Centerpoint Advisory Group |
2025 Q4
|
2/3/2026 |
107
|
$130 M
|
| Arcadia Wealth Management, LLC |
2025 Q4
|
2/3/2026 |
63
|
$270 M
|
| NewEdge Wealth, LLC |
2025 Q4
|
2/3/2026 |
1,193
|
$8.9 B
|
| Grange Capital, LLC |
2025 Q4
|
2/3/2026 |
47
|
$100 M
|
| Stiles Financial Services Inc |
2025 Q4
|
2/3/2026 |
172
|
$320 M
|
| Triton Financial Group Inc |
2025 Q4
|
2/3/2026 |
85
|
$150 M
|
| BRANDYWINE OAK PRIVATE WEALTH LLC |
2025 Q4
|
2/3/2026 |
234
|
$1.2 B
|
| Vectors Research Management, LLC |
2025 Q4
|
2/3/2026 |
121
|
$330 M
|
| KESTREL INVESTMENT MANAGEMENT CORP |
2025 Q4
|
2/3/2026 |
40
|
$180 M
|
| BRC Group Holdings, Inc. |
2025 Q3
|
2/3/2026 |
25
|
$150 M
|
| Washington Trust Advisors, Inc. |
2025 Q4
|
2/3/2026 |
726
|
$1.3 B
|
| BRC Group Holdings, Inc. |
2025 Q2
|
2/3/2026 |
38
|
$89 M
|
| FARMERS & MERCHANTS INVESTMENTS INC |
2025 Q4
|
2/3/2026 |
1,721
|
$3.6 B
|
| RB Capital Management, LLC |
2025 Q4
|
2/3/2026 |
198
|
$500 M
|
| PSG Equity L.L.C. |
2025 Q4
|
2/3/2026 |
1
|
$1.0 B
|
| BRC Group Holdings, Inc. |
2025 Q1
|
2/3/2026 |
23
|
$80 M
|
| Drucker Wealth 3.0, LLC |
2025 Q4
|
2/3/2026 |
515
|
$570 M
|
| Legacy Wealth Managment, LLC/ID |
2025 Q4
|
2/3/2026 |
975
|
$210 M
|
| American Assets Investment Management, LLC |
2025 Q4
|
2/3/2026 |
145
|
$1.4 B
|
| FIDUCIARY COUNSELLING INC |
2025 Q4
|
2/3/2026 |
10
|
$38 M
|
| F/m Investments LLC |
2025 Q4
|
2/3/2026 |
430
|
$2.6 B
|
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV |
2025 Q4
|
2/3/2026 |
29
|
$360 M
|
| MAKENA CAPITAL MANAGEMENT LLC |
2025 Q4
|
2/3/2026 |
26
|
$830 M
|
| Financial Partners Group, Inc |
2025 Q4
|
2/3/2026 |
227
|
$860 M
|
| Ridgeline Wealth Planning, LLC |
2025 Q4
|
2/3/2026 |
50
|
$140 M
|
| LJI Wealth Management, LLC |
2025 Q4
|
2/3/2026 |
190
|
$660 M
|
| MAGNOLIA GROUP, LLC |
2025 Q4
|
2/3/2026 |
12
|
$610 M
|
| MANNING & NAPIER ADVISORS LLC |
2025 Q4
|
2/3/2026 |
552
|
$7.7 B
|
| FINANCIAL COUNSELORS INC |
2025 Q4
|
2/3/2026 |
13
|
$72 M
|
| BURR FINANCIAL SERVICES, LLC |
2025 Q4
|
2/3/2026 |
26
|
$130 M
|
| CHESAPEAKE CAPITAL CORP /IL/ |
2025 Q4
|
2/3/2026 |
158
|
$120 M
|
| Crossmark Global Holdings, Inc. |
2025 Q4
|
2/3/2026 |
1,227
|
$7.0 B
|
| DENALI ADVISORS LLC |
2025 Q4
|
2/3/2026 |
321
|
$900 M
|
| Ethic Inc. |
2025 Q4
|
2/3/2026 |
1,210
|
$6.5 B
|
| University of Massachusetts Foundation, Inc. |
2025 Q4
|
2/3/2026 |
1
|
$0
|
| Ballast, Inc. |
2025 Q4
|
2/3/2026 |
133
|
$430 M
|
| Wildcat Capital Management, LLC |
2025 Q4
|
2/3/2026 |
3
|
$140 M
|
| Ballentine Partners, LLC |
2025 Q4
|
2/3/2026 |
2,428
|
$7.1 B
|