| Exor N.V. |
2025 Q4
|
2/3/2026 |
3
|
$5.6 B
|
| Cheviot Value Management, LLC |
2025 Q4
|
2/3/2026 |
416
|
$1.0 B
|
| PATTEN & PATTEN INC/TN |
2025 Q4
|
2/3/2026 |
341
|
$1.7 B
|
| Costello Asset Management, INC |
2025 Q4
|
2/3/2026 |
691
|
$300 M
|
| CAPITAL CITY TRUST CO/FL |
2025 Q4
|
2/3/2026 |
194
|
$450 M
|
| Belfer Management LLC |
2025 Q4
|
2/3/2026 |
14
|
$5.7 M
|
| Carlson Capital, L.P. |
2025 Q4
|
2/3/2026 |
70
|
$280 M
|
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV |
2025 Q4
|
2/3/2026 |
95
|
$430 M
|
| Pearl Planning LLC |
2025 Q4
|
2/3/2026 |
52
|
$160 M
|
| Indie Asset Partners, LLC |
2025 Q4
|
2/3/2026 |
81
|
$90 M
|
| WESBANCO BANK INC |
2025 Q4
|
2/3/2026 |
1,311
|
$3.6 B
|
| Weitzel Financial Services, Inc. |
2025 Q4
|
2/3/2026 |
47
|
$260 M
|
| Buck Wealth Strategies, LLC |
2025 Q4
|
2/3/2026 |
172
|
$790 M
|
| CONNABLE OFFICE INC |
2025 Q4
|
2/3/2026 |
232
|
$1.1 B
|
| Kessler Investment Group, LLC |
2025 Q4
|
2/3/2026 |
86
|
$240 M
|
| Lubar & Co., Inc |
2025 Q4
|
2/3/2026 |
3
|
$130 M
|
| CHANNEL WEALTH LLC |
2025 Q4
|
2/3/2026 |
172
|
$400 M
|
| NBZ Investment Advisors LLC |
2025 Q4
|
2/3/2026 |
68
|
$230 M
|
| Orion Capital Management LLC |
2025 Q4
|
2/3/2026 |
498
|
$300 M
|
| BHK Investment Advisors, LLC |
2025 Q4
|
2/3/2026 |
72
|
$300 M
|
| HEFFERNAN ADVISORY, INC |
2025 Q4
|
2/3/2026 |
27
|
$100 M
|
| Rezny Wealth Management, Inc. |
2025 Q4
|
2/3/2026 |
38
|
$500 M
|
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ |
2025 Q4
|
2/3/2026 |
20
|
$240 M
|
| BAKER BOYER NATIONAL BANK |
2025 Q4
|
2/3/2026 |
122
|
$330 M
|
| Merrithew & Thorsten Inc |
2025 Q4
|
2/3/2026 |
120
|
$95 M
|
| YACKTMAN ASSET MANAGEMENT LP |
2025 Q4
|
2/3/2026 |
72
|
$7.1 B
|
| Sound Financial Strategies Group, LLC |
2025 Q4
|
2/3/2026 |
109
|
$140 M
|
| Chesapeake Wealth Management |
2025 Q4
|
2/3/2026 |
255
|
$340 M
|
| VAN STRUM & TOWNE INC. |
2025 Q4
|
2/3/2026 |
114
|
$360 M
|
| ELEVATION POINT WEALTH PARTNERS, LLC |
2024 Q1 - RESTATEMENT
|
2/3/2026 |
532
|
$1.3 B
|
| ELEVATION POINT WEALTH PARTNERS, LLC |
2024 Q2 - RESTATEMENT
|
2/3/2026 |
575
|
$1.3 B
|
| Strategic Wealth Advisors LLC |
2025 Q4
|
2/3/2026 |
260
|
$120 M
|
| ELEVATION POINT WEALTH PARTNERS, LLC |
2024 Q3 - RESTATEMENT
|
2/3/2026 |
548
|
$1.0 B
|
| GRIMES & Co WEALTH MANAGEMENT, LLC |
2025 Q4
|
2/3/2026 |
552
|
$4.2 B
|
| ELEVATION POINT WEALTH PARTNERS, LLC |
2024 Q4 - RESTATEMENT
|
2/3/2026 |
561
|
$1.2 B
|
| ELEVATION POINT WEALTH PARTNERS, LLC |
2025 Q2 - RESTATEMENT
|
2/3/2026 |
1,499
|
$1.3 B
|
| Navigoe, LLC |
2025 Q4
|
2/3/2026 |
269
|
$160 M
|
| ELEVATION POINT WEALTH PARTNERS, LLC |
2025 Q1 - RESTATEMENT
|
2/3/2026 |
537
|
$1.2 B
|
| Anfield Capital Management, LLC |
2025 Q4
|
2/3/2026 |
579
|
$320 M
|
| Silver Oak Advisory Group, Inc. |
2025 Q4
|
2/3/2026 |
75
|
$220 M
|
| Horrell Capital Management, Inc. |
2025 Q4
|
2/3/2026 |
192
|
$230 M
|
| Koshinski Asset Management, Inc. |
2025 Q4
|
2/3/2026 |
720
|
$1.6 B
|
| JLB & ASSOCIATES INC |
2025 Q4
|
2/3/2026 |
71
|
$740 M
|
| Violich Capital Management, Inc. |
2025 Q4
|
2/3/2026 |
114
|
$900 M
|
| Maxi Investments CY Ltd |
2025 Q4
|
2/3/2026 |
115
|
$550 M
|
| Entruity Wealth, LLC |
2025 Q4
|
2/3/2026 |
45
|
$140 M
|
| Pier Capital, LLC |
2025 Q4
|
2/3/2026 |
125
|
$630 M
|
| RD Finance Ltd |
2025 Q4
|
2/3/2026 |
25
|
$99 M
|
| Juniper Hill Capital Management LP |
2025 Q4
|
2/3/2026 |
4
|
$420 M
|
| Grove Street Fiduciary, LLC |
2025 Q4
|
2/3/2026 |
76
|
$240 M
|
| Strengthening Families & Communities, LLC |
2025 Q4
|
2/3/2026 |
402
|
$280 M
|
| Virtus Family Office LLC |
2025 Q4
|
2/3/2026 |
64
|
$120 M
|
| INSIGHT 2811, INC. |
2025 Q4
|
2/3/2026 |
103
|
$230 M
|
| CGC Financial Services, LLC |
2025 Q4
|
2/3/2026 |
340
|
$370 M
|
| New Dimensions Wealth Management, LLC |
2025 Q4
|
2/3/2026 |
20
|
$120 M
|
| Climber Capital SA |
2025 Q4
|
2/3/2026 |
58
|
$150 M
|
| Curative Ventures V LLC |
2025 Q4
|
2/3/2026 |
1
|
$21 M
|
| Jordan Park Trust Co LLC |
2025 Q4
|
2/3/2026 |
16
|
$150 M
|
| Luken Investment Analytics, LLC |
2025 Q4
|
2/3/2026 |
400
|
$250 M
|
| Redwood Wealth Management Group, LLC |
2025 Q4
|
2/3/2026 |
196
|
$240 M
|
| FSB PREMIER WEALTH MANAGEMENT, INC. |
2025 Q4
|
2/3/2026 |
237
|
$320 M
|
| Crestwood Advisors Group, LLC |
2025 Q4
|
2/3/2026 |
795
|
$6.0 B
|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
2025 Q4
|
2/3/2026 |
2,205
|
$1.5 B
|
| Coston, McIsaac & Partners |
2025 Q4
|
2/3/2026 |
1,071
|
$430 M
|
| DIVERSIFY WEALTH MANAGEMENT, LLC |
2025 Q4
|
2/3/2026 |
622
|
$2.1 B
|
| Canal Insurance CO |
2025 Q4
|
2/3/2026 |
61
|
$410 M
|
| Fulcrum Asset Management LLP |
2025 Q4
|
2/3/2026 |
182
|
$360 M
|
| Generali Asset Management SPA SGR |
2025 Q4
|
2/3/2026 |
483
|
$4.9 B
|
| Asset Planning,Inc |
2025 Q4
|
2/3/2026 |
296
|
$140 M
|
| Vantage Financial Partners, LLC |
2025 Q4
|
2/3/2026 |
212
|
$490 M
|
| Western Standard LLC |
2025 Q4
|
2/3/2026 |
25
|
$220 M
|
| Geneva Partners, LLC |
2025 Q4
|
2/3/2026 |
69
|
$280 M
|
| ASR Vermogensbeheer N.V. |
2025 Q4
|
2/3/2026 |
526
|
$8.6 B
|
| Bernzott Capital Advisors |
2025 Q4
|
2/3/2026 |
39
|
$210 M
|
| Winch Advisory Services, LLC |
2025 Q4
|
2/3/2026 |
520
|
$450 M
|
| Olstein Capital Management, L.P. |
2025 Q4
|
2/3/2026 |
101
|
$490 M
|
| MGO ONE SEVEN LLC |
2025 Q4
|
2/3/2026 |
1,393
|
$4.9 B
|
| SCF Partners, Inc. |
2025 Q4
|
2/3/2026 |
1
|
$130 M
|
| Summerhill Capital Management lnc. |
2025 Q4
|
2/3/2026 |
17
|
$110 M
|
| MPS Loria Financial Planners, LLC |
2025 Q4
|
2/3/2026 |
90
|
$390 M
|
| Cassaday & Co Wealth Management LLC |
2025 Q4
|
2/3/2026 |
351
|
$4.7 B
|
| Price Capital Management, Inc. |
2025 Q4
|
2/3/2026 |
4
|
$14 M
|
| SummerHaven Investment Management, LLC |
2025 Q4
|
2/3/2026 |
194
|
$180 M
|
| Detalus Advisors, LLC |
2025 Q4
|
2/3/2026 |
170
|
$410 M
|
| Kassira Wealth Management LLC |
2025 Q4
|
2/3/2026 |
55
|
$110 M
|
| Lumbard & Kellner, LLC |
2025 Q4
|
2/3/2026 |
100
|
$290 M
|
| CORDA Investment Management, LLC. |
2025 Q4
|
2/3/2026 |
82
|
$1.4 B
|
| OAK FAMILY ADVISORS, LLC |
2025 Q4
|
2/3/2026 |
116
|
$360 M
|
| Black Diamond Financial, LLC |
2025 Q4
|
2/3/2026 |
176
|
$950 M
|
| PATTON ALBERTSON MILLER GROUP, LLC |
2025 Q4
|
2/3/2026 |
214
|
$850 M
|
| Marmo Financial Group, LLC |
2025 Q4
|
2/3/2026 |
38
|
$210 M
|
| Ponta Wealth Partners, LLC |
2025 Q4
|
2/3/2026 |
115
|
$110 M
|
| Encompass More Asset Management |
2025 Q4
|
2/3/2026 |
243
|
$540 M
|
| Alecta Tjanstepension Omsesidigt |
2025 Q4
|
2/3/2026 |
73
|
$23 B
|
| Sowa Financial Group, Inc. |
2025 Q4
|
2/3/2026 |
30
|
$190 M
|
| Fire Capital Management LLC |
2025 Q4
|
2/3/2026 |
117
|
$200 M
|
| Maple Capital Management, Inc. |
2025 Q4
|
2/3/2026 |
116
|
$1.6 B
|
| Credit Capital Investments LLC |
2025 Q4
|
2/3/2026 |
41
|
$110 M
|
| Allegiance Financial Group Advisory Services LLC |
2025 Q4
|
2/3/2026 |
177
|
$480 M
|
| AMARA FINANCIAL, LLC. |
2025 Q4
|
2/3/2026 |
46
|
$140 M
|