| Bluebird Wealth Management LLC |
2025 Q4
|
2/3/2026 |
70
|
$110 M
|
| Richard Bernstein Advisors LLC |
2025 Q4
|
2/3/2026 |
174
|
$3.4 B
|
| SFG Wealth Management, LLC. |
2025 Q4
|
2/3/2026 |
130
|
$250 M
|
| Mokosak Advisory Group, LLC |
2025 Q4
|
2/3/2026 |
38
|
$400 M
|
| Dean, Jacobson Financial Services, LLC |
2025 Q4
|
2/3/2026 |
18
|
$160 M
|
| Parker Financial LLC |
2025 Q4
|
2/3/2026 |
34
|
$250 M
|
| Sageworth Trust Co |
2025 Q4
|
2/3/2026 |
137
|
$2.3 B
|
| ECLECTIC ASSOCIATES INC /ADV |
2025 Q4
|
2/3/2026 |
149
|
$640 M
|
| Premier Fund Managers Ltd |
2025 Q4
|
2/3/2026 |
154
|
$1.7 B
|
| CABOT WEALTH MANAGEMENT INC |
2025 Q4
|
2/3/2026 |
138
|
$900 M
|
| Enhancing Capital LLC |
2025 Q4
|
2/3/2026 |
89
|
$140 M
|
| Retirement Planning Group, LLC |
2025 Q4
|
2/3/2026 |
421
|
$3.0 B
|
| Sequoia Financial Advisors, LLC |
2025 Q4
|
2/3/2026 |
1,928
|
$18 B
|
| WealthShield Partners, LLC |
2025 Q4
|
2/3/2026 |
565
|
$910 M
|
| D.B. Root & Company, LLC |
2025 Q4
|
2/3/2026 |
188
|
$410 M
|
| GATEWAY INVESTMENT ADVISERS LLC |
2025 Q4
|
2/3/2026 |
581
|
$11 B
|
| PRAXIS INVESTMENT MANAGEMENT INC |
2025 Q4
|
2/3/2026 |
777
|
$1.7 B
|
| SIGMA INVESTMENT COUNSELORS INC |
2025 Q4
|
2/3/2026 |
202
|
$2.0 B
|
| Morton Capital Management LLC/CA |
2025 Q4
|
2/3/2026 |
134
|
$650 M
|
| LMCG INVESTMENTS, LLC |
2025 Q4
|
2/3/2026 |
219
|
$1.7 B
|
| K.J. Harrison & Partners Inc |
2025 Q4
|
2/3/2026 |
219
|
$750 M
|
| Robeco Schweiz AG |
2025 Q4
|
2/3/2026 |
129
|
$4.5 B
|
| Plan Group Financial, LLC |
2025 Q4
|
2/3/2026 |
202
|
$390 M
|
| BANK OF AMERICA CORP /DE/ |
2025 Q3 - RESTATEMENT
|
2/3/2026 |
29,308
|
$1.5 T
|
| MA Private Wealth |
2025 Q4
|
2/3/2026 |
83
|
$600 M
|
| Manske Wealth Management |
2025 Q4
|
2/3/2026 |
214
|
$340 M
|
| LaFleur & Godfrey LLC |
2025 Q4
|
2/3/2026 |
145
|
$830 M
|
| Palmer Knight Co |
2025 Q4
|
2/3/2026 |
32
|
$190 M
|
| TOTAL INVESTMENT MANAGEMENT INC |
2025 Q4
|
2/3/2026 |
87
|
$780 M
|
| Indivisible Partners |
2025 Q4
|
2/3/2026 |
440
|
$920 M
|
| NAVELLIER & ASSOCIATES INC |
2025 Q4
|
2/3/2026 |
328
|
$890 M
|
| BALLAST ADVISORS LLC |
2025 Q4
|
2/3/2026 |
175
|
$360 M
|
| RFG Advisory, LLC |
2025 Q4
|
2/3/2026 |
980
|
$5.3 B
|
| Smith & Howard Wealth Management, LLC |
2025 Q4
|
2/3/2026 |
98
|
$440 M
|
| STEVENS CAPITAL MANAGEMENT LP |
2025 Q4
|
2/3/2026 |
197
|
$280 M
|
| S-Bank Fund Management Ltd |
2025 Q4
|
2/3/2026 |
176
|
$770 M
|
| Maytree Asset Management Ltd |
2025 Q4
|
2/3/2026 |
17
|
$130 M
|
| CREDIT INDUSTRIEL ET COMMERCIAL |
2025 Q4
|
2/3/2026 |
356
|
$1.3 B
|
| Golden Bell Financial Planning LLC |
2025 Q4
|
2/3/2026 |
36
|
$120 M
|
| EQUITABLE TRUST CO |
2025 Q4
|
2/3/2026 |
698
|
$2.2 B
|
| Swedbank AB |
2025 Q4
|
2/3/2026 |
1,054
|
$100 B
|
| Cryder Capital Partners LLP |
2025 Q4
|
2/3/2026 |
10
|
$1.7 B
|
| SPRUCEGROVE INVESTMENT MANAGEMENT LTD |
2025 Q4
|
2/3/2026 |
40
|
$830 M
|
| Sumitomo Mitsui DS Asset Management Company, Ltd |
2025 Q4
|
2/3/2026 |
770
|
$13 B
|
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD |
2025 Q4
|
2/2/2026 |
42
|
$390 M
|
| Privium Fund Management (UK) Ltd |
2025 Q4
|
2/2/2026 |
7
|
$130 M
|
| Harel Insurance Investments & Financial Services Ltd. |
2025 Q4
|
2/3/2026 |
435
|
$12 B
|
| McIlrath & Eck, LLC |
2025 Q4
|
2/2/2026 |
977
|
$1.1 B
|
| Cresta Advisors, Ltd. |
2025 Q4
|
2/2/2026 |
167
|
$240 M
|
| Alpha Cubed Investments, LLC |
2025 Q4
|
2/2/2026 |
299
|
$2.9 B
|
| Highlander Partners, L.P. |
2025 Q4
|
2/2/2026 |
68
|
$280 M
|
| Matthew 25 Management Corp |
2025 Q4
|
2/2/2026 |
21
|
$330 M
|
| Liberty Atlantic Advisors LLC |
2025 Q4
|
2/2/2026 |
78
|
$100 M
|
| Garner Asset Management Corp |
2025 Q4
|
2/2/2026 |
425
|
$260 M
|
| SBI Securities Co., Ltd. |
2025 Q4
|
2/2/2026 |
4,016
|
$3.9 B
|
| BML Capital Management, LLC |
2025 Q4
|
2/2/2026 |
16
|
$120 M
|
| Kingstone Capital Partners Texas, LLC |
2025 Q4
|
2/2/2026 |
58
|
$170 M
|
| Pilgrim Partners Asia Pte Ltd |
2025 Q4
|
2/2/2026 |
114
|
$210 M
|
| RED CRANE WEALTH MANAGEMENT, LLC |
2025 Q4
|
2/2/2026 |
66
|
$120 M
|
| Privium Fund Management B.V. |
2025 Q4
|
2/2/2026 |
57
|
$540 M
|
| BROADWATER CAPITAL MANAGEMENT LLC |
2025 Q1 - RESTATEMENT
|
2/2/2026 |
225
|
$130 M
|
| Bronte Capital Management Pty Ltd. |
2025 Q4
|
2/2/2026 |
44
|
$1.0 B
|
| BROADWATER CAPITAL MANAGEMENT LLC |
2024 Q4 - RESTATEMENT
|
2/2/2026 |
233
|
$130 M
|
| BROADWATER CAPITAL MANAGEMENT LLC |
2024 Q3 - RESTATEMENT
|
2/2/2026 |
238
|
$140 M
|
| BROADWATER CAPITAL MANAGEMENT LLC |
2024 Q1 - RESTATEMENT
|
2/2/2026 |
243
|
$130 M
|
| BROADWATER CAPITAL MANAGEMENT LLC |
2024 Q2 - RESTATEMENT
|
2/2/2026 |
238
|
$130 M
|
| BROADWATER CAPITAL MANAGEMENT LLC |
2023 Q4 - RESTATEMENT
|
2/2/2026 |
227
|
$130 M
|
| WULFF, HANSEN & CO. |
2025 Q4
|
2/2/2026 |
102
|
$120 M
|
| BROADWATER CAPITAL MANAGEMENT LLC |
2025 Q2 - RESTATEMENT
|
2/2/2026 |
220
|
$130 M
|
| BROADWATER CAPITAL MANAGEMENT LLC |
2025 Q3 - RESTATEMENT
|
2/2/2026 |
217
|
$140 M
|
| Mitsubishi UFJ Asset Management Co., Ltd. |
2025 Q4
|
2/2/2026 |
1,626
|
$150 B
|
| Providence First Trust Co |
2025 Q4
|
2/2/2026 |
170
|
$290 M
|
| BOKF, NA |
2025 Q4
|
2/2/2026 |
1,459
|
$6.5 B
|
| BROADWATER CAPITAL MANAGEMENT LLC |
2025 Q4
|
2/2/2026 |
211
|
$130 M
|
| Destiny Wealth Partners, LLC |
2025 Q4
|
2/2/2026 |
211
|
$870 M
|
| Milestone Asset Management Group, LLC |
2025 Q4
|
2/2/2026 |
129
|
$180 M
|
| CHRISTINE MESSMER PC |
2025 Q4
|
2/2/2026 |
79
|
$150 M
|
| Gallacher Capital Management LLC |
2025 Q4
|
2/2/2026 |
294
|
$260 M
|
| Birch Capital Management, LLC |
2025 Q4
|
2/2/2026 |
77
|
$200 M
|
| Morse Asset Management, Inc |
2025 Q4
|
2/2/2026 |
393
|
$500 M
|
| Boothe Investment Group, Inc. |
2025 Q4
|
2/2/2026 |
36
|
$280 M
|
| McCarthy Asset Management, Inc. |
2025 Q4
|
2/2/2026 |
27
|
$190 M
|
| RNC CAPITAL MANAGEMENT LLC |
2025 Q4
|
2/2/2026 |
173
|
$2.2 B
|
| Tweedy, Browne Co LLC |
2025 Q4
|
2/2/2026 |
96
|
$1.2 B
|
| Hemenway Trust Co LLC |
2025 Q4
|
2/2/2026 |
127
|
$1.3 B
|
| AssuredPartners Investment Advisors, LLC |
2025 Q4
|
2/2/2026 |
342
|
$670 M
|
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV |
2025 Q4
|
2/2/2026 |
215
|
$680 M
|
| American Financial Advisors, LLC |
2025 Q4
|
2/2/2026 |
160
|
$770 M
|
| Stack Financial Management, Inc |
2025 Q4
|
2/2/2026 |
59
|
$1.3 B
|
| Heartland Bank & Trust Co |
2025 Q4
|
2/2/2026 |
190
|
$240 M
|
| Tranquility Partners, LLC |
2025 Q4
|
2/2/2026 |
227
|
$280 M
|
| MMA ASSET MANAGEMENT LLC |
2025 Q4
|
2/2/2026 |
182
|
$280 M
|
| Adirondack Capital Advisors, LLC |
2025 Q4
|
2/2/2026 |
42
|
$150 M
|
| STERLING INVESTMENT MANAGEMENT, LLC |
2025 Q4
|
2/2/2026 |
69
|
$180 M
|
| Falcon Wealth Planning |
2025 Q4
|
2/2/2026 |
216
|
$1.2 B
|
| Nordwand Advisors, LLC |
2025 Q4
|
2/2/2026 |
146
|
$570 M
|
| FORONJY FINANCIAL LLC |
2025 Q4
|
2/2/2026 |
104
|
$240 M
|
| Alta Wealth Advisors LLC |
2025 Q4
|
2/2/2026 |
166
|
$300 M
|
| PRIMORIS WEALTH ADVISORS, LLC |
2025 Q4
|
2/2/2026 |
111
|
$170 M
|
| Madrid Wealth Management, LLC |
2025 Q4
|
2/2/2026 |
72
|
$120 M
|