| OPPENHEIMER & CO INC |
2025 Q4
|
2/2/2026 |
1,523
|
$7.0 B
|
| ACCOUNT MANAGEMENT LLC |
2025 Q4
|
2/2/2026 |
22
|
$93 M
|
| Vantage Point Financial LLC |
2025 Q4
|
2/2/2026 |
169
|
$280 M
|
| CHAPMAN FINANCIAL GROUP, LLC |
2025 Q4
|
2/2/2026 |
305
|
$150 M
|
| EQ WEALTH ADVISORS, LLC |
2025 Q4
|
2/2/2026 |
259
|
$170 M
|
| Mission Hills Financial Advisory, LLC |
2025 Q4
|
2/2/2026 |
53
|
$190 M
|
| Integrity Wealth Solutions LLC |
2025 Q4
|
2/2/2026 |
129
|
$250 M
|
| UPTICK PARTNERS, LLC |
2025 Q4
|
2/2/2026 |
326
|
$470 M
|
| Payne Capital Management, LLC |
2025 Q4
|
2/2/2026 |
81
|
$320 M
|
| MN Wealth Advisors, LLC |
2025 Q4
|
2/2/2026 |
123
|
$200 M
|
| New England Capital Financial Advisors LLC |
2025 Q4
|
2/2/2026 |
427
|
$260 M
|
| Citizens Business Bank |
2025 Q4
|
2/2/2026 |
226
|
$610 M
|
| Tevis Investment Management |
2025 Q4
|
2/2/2026 |
106
|
$170 M
|
| Whelan Financial |
2025 Q4
|
2/2/2026 |
95
|
$320 M
|
| Planning Center, Inc. |
2025 Q4
|
2/2/2026 |
76
|
$980 M
|
| KIM, LLC |
2025 Q4
|
2/2/2026 |
76
|
$1.2 B
|
| Wells Financial Advisors INC |
2025 Q4
|
2/2/2026 |
72
|
$53 M
|
| Total Clarity Wealth Management, Inc. |
2025 Q4
|
2/2/2026 |
300
|
$410 M
|
| Summit Place Financial Advisors, LLC |
2025 Q4
|
2/2/2026 |
98
|
$210 M
|
| Your Advocates Ltd., LLP |
2025 Q4
|
2/2/2026 |
240
|
$310 M
|
| CAPITAL WEALTH MANAGEMENT, LLC |
2025 Q4
|
2/2/2026 |
35
|
$310 M
|
| Opes Wealth Management LLC |
2025 Q4
|
2/2/2026 |
148
|
$610 M
|
| Pegasus Asset Management, Inc. |
2025 Q4
|
2/2/2026 |
68
|
$320 M
|
| Savoir Faire Capital Management, L.P. |
2025 Q4
|
2/2/2026 |
42
|
$210 M
|
| Mutual Advisors, LLC |
2025 Q4
|
2/2/2026 |
1,294
|
$4.7 B
|
| GenTrust, LLC |
2025 Q4
|
2/2/2026 |
281
|
$2.3 B
|
| Stuart Chaussee & Associates, Inc. |
2025 Q4
|
2/2/2026 |
1
|
$0
|
| Broussard Financial Group LLC |
2025 Q4
|
2/2/2026 |
34
|
$120 M
|
| SNS Financial Group, LLC |
2025 Q4
|
2/2/2026 |
315
|
$1.2 B
|
| Verus Financial Partners, Inc. |
2025 Q4
|
2/2/2026 |
115
|
$1.1 B
|
| OPPENHEIMER ASSET MANAGEMENT INC. |
2025 Q4
|
2/2/2026 |
3,067
|
$8.1 B
|
| Conestoga Capital Advisors, LLC |
2025 Q4
|
2/2/2026 |
121
|
$5.9 B
|
| SALZHAUER MICHAEL |
2025 Q4
|
2/2/2026 |
94
|
$240 M
|
| Hidden Cove Wealth Management, LLC |
2025 Q4
|
2/2/2026 |
102
|
$150 M
|
| Guardian Wealth Advisors, LLC |
2025 Q4
|
2/2/2026 |
70
|
$180 M
|
| RIVERCHASE WEALTH MANAGEMENT, LLC |
2025 Q4
|
2/2/2026 |
73
|
$180 M
|
| Triasima Portfolio Management inc. |
2025 Q4
|
2/2/2026 |
143
|
$670 M
|
| Ascent Wealth Partners, LLC |
2025 Q4
|
2/2/2026 |
183
|
$870 M
|
| VISTA CAPITAL PARTNERS, INC. |
2025 Q4
|
2/2/2026 |
152
|
$1.0 B
|
| TCI Wealth Advisors, Inc. |
2025 Q4
|
2/2/2026 |
252
|
$1.8 B
|
| McHugh Group, LLC |
2025 Q4
|
2/2/2026 |
81
|
$180 M
|
| Marks Wealth, LLC |
2025 Q4
|
2/2/2026 |
21
|
$300 M
|
| Fullerton Advisors, LLC |
2025 Q4
|
2/2/2026 |
54
|
$100 M
|
| Longview Financial Advisors, Inc. |
2025 Q4
|
2/2/2026 |
46
|
$150 M
|
| CUMBERLAND ADVISORS INC |
2025 Q4
|
2/2/2026 |
49
|
$260 M
|
| Leslie Global Wealth, LLC |
2025 Q4
|
2/2/2026 |
72
|
$220 M
|
| Gouws Capital LLC |
2025 Q4
|
2/2/2026 |
55
|
$190 M
|
| Pinnacle Wealth Management Advisory Group, LLC |
2025 Q4
|
2/2/2026 |
528
|
$1.5 B
|
| Allegheny Financial Group |
2025 Q4
|
2/2/2026 |
286
|
$680 M
|
| HEADINVEST, LLC |
2025 Q4
|
2/2/2026 |
215
|
$500 M
|
| Cerro Pacific Wealth Advisors LLC |
2025 Q4
|
2/2/2026 |
153
|
$370 M
|
| JDM Financial Group LLC |
2025 Q4
|
2/2/2026 |
248
|
$260 M
|
| QRG CAPITAL MANAGEMENT, INC. |
2025 Q4
|
2/2/2026 |
1,077
|
$9.0 B
|
| FOGEL CAPITAL MANAGEMENT, INC. |
2025 Q4
|
2/2/2026 |
50
|
$220 M
|
| Van Berkom & Associates Inc. |
2025 Q4
|
2/2/2026 |
68
|
$3.5 B
|
| Williams Financial, LLC |
2025 Q4
|
2/2/2026 |
24
|
$170 M
|
| Millstone Evans Group, LLC |
2025 Q4
|
2/2/2026 |
857
|
$170 M
|
| PRINCIPAL FINANCIAL GROUP INC |
2025 Q4
|
2/2/2026 |
4,456
|
$200 B
|
| Fairfield Financial Advisors, LTD |
2025 Q4
|
2/2/2026 |
72
|
$310 M
|
| Astra Wealth Partners LLC |
2025 Q4
|
2/2/2026 |
99
|
$170 M
|
| WT Wealth Management |
2025 Q4
|
2/2/2026 |
132
|
$350 M
|
| FULCRUM WEALTH ADVISORS, LLC |
2025 Q4
|
2/2/2026 |
70
|
$120 M
|
| WOLVERINE ASSET MANAGEMENT LLC |
2025 Q4
|
2/2/2026 |
1,648
|
$13 B
|
| Sherborne Investors Management LP |
2025 Q4
|
2/2/2026 |
1
|
$380 M
|
| Windward Private Wealth Management Inc. |
2025 Q4
|
2/2/2026 |
44
|
$290 M
|
| BANYAN CAPITAL MANAGEMENT, INC. |
2025 Q4
|
2/2/2026 |
55
|
$230 M
|
| HIGHLAND CAPITAL MANAGEMENT, LLC |
2025 Q4
|
2/2/2026 |
409
|
$2.0 B
|
| Nicholas Hoffman & Company, LLC. |
2025 Q4
|
2/2/2026 |
320
|
$4.3 B
|
| PKS Advisory Services, LLC |
2025 Q4
|
2/2/2026 |
255
|
$440 M
|
| Bay Harbor Wealth Management, LLC |
2025 Q4
|
2/2/2026 |
1,317
|
$380 M
|
| Triune Financial Partners, LLC |
2025 Q4
|
2/2/2026 |
49
|
$430 M
|
| Alliance Wealth Advisors, LLC /UT |
2025 Q4
|
2/2/2026 |
250
|
$460 M
|
| Welch Financial Planning, LLC |
2025 Q4
|
2/2/2026 |
60
|
$140 M
|
| Chicago Capital Management, LLC |
2025 Q4
|
2/2/2026 |
43
|
$150 M
|
| Alpha Wealth Funds, LLC |
2025 Q4
|
2/2/2026 |
51
|
$160 M
|
| Baypointe Partners LLC |
2025 Q4
|
2/2/2026 |
14
|
$48 M
|
| FWG Holdings, LLC |
2025 Q4 - NEW HOLDINGS
|
2/2/2026 |
127
|
$260 M
|
| Varma Mutual Pension Insurance Co |
2025 Q4
|
2/2/2026 |
308
|
$17 B
|
| TRUIST FINANCIAL CORP |
2025 Q4
|
2/2/2026 |
5,167
|
$75 B
|
| Spectrum Asset Management, Inc. |
2025 Q4
|
2/2/2026 |
4
|
$79 M
|
| Bellecapital International Ltd. |
2025 Q4
|
2/2/2026 |
129
|
$560 M
|
| WINSLOW ASSET MANAGEMENT INC |
2025 Q4
|
2/2/2026 |
79
|
$540 M
|
| BROOKTREE CAPITAL MANAGEMENT |
2025 Q4
|
2/2/2026 |
41
|
$150 M
|
| Peregrine Asset Advisers, Inc. |
2025 Q4
|
2/2/2026 |
175
|
$350 M
|
| Sun Financial Inc |
2025 Q4
|
2/2/2026 |
157
|
$180 M
|
| Altrius Capital Management Inc |
2025 Q4
|
2/2/2026 |
86
|
$470 M
|
| Sagace Wealth Management LLC |
2025 Q4
|
2/2/2026 |
71
|
$150 M
|
| Farmers & Merchants Trust Co of Chambersburg PA |
2025 Q4
|
2/2/2026 |
333
|
$360 M
|
| FSA Advisors, Inc. |
2025 Q4
|
2/2/2026 |
215
|
$140 M
|
| Heritage Financial Services, LLC |
2025 Q4
|
2/2/2026 |
126
|
$1.2 B
|
| Reynders McVeigh Capital Management, LLC |
2025 Q4
|
2/2/2026 |
198
|
$2.1 B
|
| INTACT INVESTMENT MANAGEMENT INC. |
2025 Q4
|
2/2/2026 |
313
|
$3.5 B
|
| Pachira Investments Inc. |
2025 Q4
|
2/2/2026 |
72
|
$210 M
|
| RIA Advisory Group LLC |
2025 Q4
|
2/2/2026 |
143
|
$420 M
|
| MilWealth Group LLC |
2025 Q4
|
2/2/2026 |
74
|
$420 M
|
| KPP Advisory Services LLC |
2025 Q4
|
2/2/2026 |
328
|
$690 M
|
| Avidian Wealth Enterprises, LLC |
2025 Q4
|
2/2/2026 |
576
|
$2.7 B
|
| Advisors Preferred, LLC |
2025 Q4
|
2/2/2026 |
228
|
$610 M
|
| Cypress Point Wealth Management, LLC |
2025 Q4
|
2/2/2026 |
90
|
$460 M
|
| Long Run Wealth Advisors, LLC |
2025 Q4
|
2/2/2026 |
106
|
$530 M
|