| SEIZERT CAPITAL PARTNERS, LLC |
2025 Q4
|
2/2/2026 |
178
|
$2.4 B
|
| Blake Schutter Theil Wealth Advisors, LLC |
2025 Q4
|
2/2/2026 |
107
|
$120 M
|
| Ironwood Wealth Management, LLC. |
2025 Q4
|
2/2/2026 |
47
|
$340 M
|
| Estate Counselors, LLC |
2025 Q4
|
2/2/2026 |
90
|
$1.2 B
|
| Lattice Capital Management, LLC |
2025 Q4
|
2/2/2026 |
21
|
$71 M
|
| Elite Wealth Management, Inc. |
2025 Q4
|
2/2/2026 |
53
|
$370 M
|
| Ativo Capital Management LLC |
2025 Q4
|
2/2/2026 |
55
|
$110 M
|
| B.O.S.S. Retirement Advisors, LLC |
2025 Q4
|
2/2/2026 |
173
|
$320 M
|
| Access Investment Management LLC |
2025 Q4
|
2/2/2026 |
167
|
$370 M
|
| Amplify Investments, LLC |
2025 Q4
|
2/2/2026 |
27
|
$4.3 M
|
| UCLA Foundation |
2025 Q4
|
2/2/2026 |
1
|
$0
|
| MCDONALD PARTNERS LLC |
2025 Q4
|
2/2/2026 |
204
|
$320 M
|
| MONTAG A & ASSOCIATES INC |
2025 Q4
|
2/2/2026 |
950
|
$2.2 B
|
| Level Wealth Management LLC |
2025 Q4
|
2/2/2026 |
60
|
$200 M
|
| WJ Financial Advisors LLC |
2025 Q4
|
2/2/2026 |
115
|
$110 M
|
| CENTRAL TRUST Co |
2025 Q4
|
2/2/2026 |
2,060
|
$5.1 B
|
| PROVIDENT TRUST CO |
2025 Q4
|
2/2/2026 |
22
|
$6.0 B
|
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. |
2025 Q4
|
2/2/2026 |
112
|
$420 M
|
| Hoya Capital Real Estate, LLC |
2025 Q4
|
2/2/2026 |
10
|
$6.2 M
|
| INKWELL CAPITAL LLC |
2025 Q4
|
2/2/2026 |
29
|
$98 M
|
| Pettee Investors, Inc. |
2025 Q4
|
2/2/2026 |
111
|
$180 M
|
| Cairn Investment Group, Inc. |
2025 Q4
|
2/2/2026 |
66
|
$210 M
|
| AlphaStar Capital Management, LLC |
2025 Q4
|
2/2/2026 |
246
|
$1.4 B
|
| Core Alternative Capital |
2025 Q4
|
2/2/2026 |
213
|
$360 M
|
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV |
2025 Q4
|
2/2/2026 |
171
|
$630 M
|
| Carbahal Olsen Financial Services Group, LLC |
2025 Q4
|
2/2/2026 |
42
|
$130 M
|
| OAK HARBOR WEALTH PARTNERS, LLC |
2025 Q4
|
2/2/2026 |
278
|
$420 M
|
| Chung Wu Investment Group, LLC |
2025 Q4
|
2/2/2026 |
263
|
$120 M
|
| Souders Financial Advisors |
2025 Q4
|
2/2/2026 |
208
|
$870 M
|
| Fenimore Asset Management Inc |
2025 Q4
|
2/2/2026 |
92
|
$4.8 B
|
| Sachetta, LLC |
2025 Q4
|
2/2/2026 |
1,272
|
$180 M
|
| Legacy Edge Advisors, LLC |
2025 Q4
|
2/2/2026 |
217
|
$910 M
|
| Robocap Asset Management Ltd |
2025 Q4
|
2/2/2026 |
25
|
$110 M
|
| Breakwater Investment Management |
2025 Q4
|
2/2/2026 |
497
|
$280 M
|
| PITTENGER & ANDERSON INC |
2025 Q4
|
2/2/2026 |
508
|
$2.6 B
|
| APEIRON CAPITAL Ltd |
2025 Q4
|
2/2/2026 |
5
|
$86 M
|
| DUDLEY CAPITAL MANAGEMENT, LLC |
2025 Q4
|
2/2/2026 |
136
|
$230 M
|
| CX Institutional |
2025 Q4
|
2/2/2026 |
1,517
|
$3.4 B
|
| Balentine LLC |
2025 Q4
|
2/2/2026 |
224
|
$2.6 B
|
| RWQ Financial Management Services, Inc. |
2025 Q4
|
2/2/2026 |
20
|
$220 M
|
| Verger Capital Management LLC |
2025 Q4
|
2/2/2026 |
14
|
$340 M
|
| WILKINS INVESTMENT COUNSEL INC |
2025 Q4
|
2/2/2026 |
120
|
$690 M
|
| Partners in Financial Planning |
2025 Q4
|
2/2/2026 |
115
|
$590 M
|
| HUSSMAN STRATEGIC ADVISORS, INC. |
2025 Q4
|
2/2/2026 |
252
|
$410 M
|
| Aurora Private Wealth, Inc. |
2025 Q4
|
2/2/2026 |
163
|
$150 M
|
| Ellis Investment Partners, LLC |
2025 Q4
|
2/2/2026 |
251
|
$570 M
|
| Bull Oak Capital, LLC |
2025 Q4
|
2/2/2026 |
36
|
$240 M
|
| Glencore plc |
2025 Q4 - RESTATEMENT
|
2/2/2026 |
3
|
$4.3 B
|
| Aikya Investment Management Ltd |
2025 Q4
|
2/2/2026 |
4
|
$440 M
|
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies |
2025 Q4
|
2/2/2026 |
66
|
$110 M
|
| Greenfield Savings Bank |
2025 Q4
|
2/2/2026 |
141
|
$240 M
|
| VELA Investment Management, LLC |
2025 Q4
|
2/2/2026 |
169
|
$430 M
|
| Grantvest Financial Group LLC |
2025 Q4
|
2/2/2026 |
183
|
$160 M
|
| CAPITAL MANAGEMENT CORP /VA |
2025 Q4
|
2/2/2026 |
74
|
$610 M
|
| Sunesis Advisors, LLC |
2025 Q4
|
2/2/2026 |
53
|
$220 M
|
| Sawyer & Company, Inc |
2025 Q4
|
2/2/2026 |
206
|
$280 M
|
| PKO Investment Management Joint-Stock Co |
2025 Q4
|
2/2/2026 |
218
|
$1.3 B
|
| CM Management, LLC |
2025 Q4
|
2/2/2026 |
62
|
$120 M
|
| BENJAMIN EDWARDS INC |
2025 Q4
|
2/2/2026 |
1,919
|
$9.0 B
|
| Independence Asset Advisors, LLC |
2025 Q4
|
2/2/2026 |
18
|
$180 M
|
| STRS OHIO |
2025 Q4
|
2/2/2026 |
2,169
|
$27 B
|
| LVZ, Inc. |
2025 Q4
|
2/2/2026 |
169
|
$890 M
|
| Riverstone Advisors, LLC |
2025 Q4
|
2/2/2026 |
58
|
$210 M
|
| Pines Wealth Management, LLC |
2025 Q4
|
2/2/2026 |
225
|
$310 M
|
| Sandro Wealth Management LLC |
2025 Q4
|
2/2/2026 |
93
|
$120 M
|
| RETIREMENT PLANNING GROUP, LLC / NY |
2025 Q4
|
2/2/2026 |
87
|
$150 M
|
| Artemis Investment Management LLP |
2025 Q4
|
2/2/2026 |
184
|
$8.3 B
|
| Objectivity Squared, LLC |
2025 Q4
|
2/2/2026 |
57
|
$180 M
|
| LMG Wealth Partners, LLC |
2025 Q4
|
2/2/2026 |
153
|
$540 M
|
| Forza Wealth Management, LLC |
2025 Q4
|
2/2/2026 |
183
|
$280 M
|
| Del-Sette Capital Management, LLC |
2025 Q4
|
2/2/2026 |
54
|
$160 M
|
| Signature Wealth Management Partners, LLC |
2025 Q4
|
2/2/2026 |
120
|
$200 M
|
| Capital Investment Counsel, LLC |
2025 Q4
|
2/2/2026 |
140
|
$720 M
|
| Gibraltar Capital Management, Inc. |
2025 Q4
|
2/2/2026 |
115
|
$590 M
|
| KORNITZER CAPITAL MANAGEMENT INC /KS |
2025 Q4
|
2/2/2026 |
508
|
$4.8 B
|
| SevenBridge Financial Group, LLC |
2025 Q4
|
2/2/2026 |
208
|
$620 M
|
| ASHTON THOMAS SECURITIES, LLC |
2025 Q4
|
2/2/2026 |
297
|
$530 M
|
| CAISSE DES DEPOTS ET CONSIGNATIONS |
2025 Q4
|
2/2/2026 |
210
|
$4.4 B
|
| PING CAPITAL MANAGEMENT, INC. |
2025 Q4
|
2/2/2026 |
78
|
$350 M
|
| Cornerstone Planning Group LLC |
2025 Q4
|
2/2/2026 |
1,709
|
$640 M
|
| AIGH Capital Management LLC |
2025 Q4
|
2/2/2026 |
68
|
$410 M
|
| VanWeelden Wealth Management, LLC |
2025 Q4
|
2/2/2026 |
21
|
$130 M
|
| Pillar Financial Advisors, LLC |
2025 Q4
|
2/2/2026 |
111
|
$170 M
|
| Composition Wealth, LLC |
2025 Q4
|
2/2/2026 |
865
|
$7.0 B
|
| GOLDEN ROAD ADVISORS LLC |
2025 Q4
|
2/2/2026 |
49
|
$180 M
|
| Bullseye Investment Management, LLC |
2025 Q3
|
2/2/2026 |
91
|
$160 M
|
| Addison Capital Co |
2025 Q4
|
2/2/2026 |
142
|
$400 M
|
| Everest Management Corp. |
2025 Q4
|
2/2/2026 |
63
|
$180 M
|
| Vawter Financial, Ltd. |
2025 Q4
|
2/2/2026 |
118
|
$240 M
|
| Advanced Asset Management Advisors Inc |
2025 Q4
|
2/2/2026 |
81
|
$370 M
|
| Gildi - lifeyrissjodur |
2025 Q4
|
2/2/2026 |
2
|
$220 M
|
| BLALOCK WILLIAMS, LLC |
2025 Q4
|
2/2/2026 |
135
|
$120 M
|
| SYNTAX RESEARCH, INC. |
2025 Q4
|
2/2/2026 |
193
|
$160 M
|
| Horizon Investments, LLC |
2025 Q4
|
2/2/2026 |
1,322
|
$7.9 B
|
| ACORN CREEK CAPITAL LLC |
2025 Q4
|
2/2/2026 |
77
|
$280 M
|
| HTG Investment Advisors, Inc. |
2025 Q4
|
2/2/2026 |
76
|
$330 M
|
| CapWealth Advisors, LLC |
2025 Q4
|
2/2/2026 |
121
|
$1.5 B
|
| One Wealth Advisors, LLC |
2025 Q4
|
2/2/2026 |
298
|
$820 M
|
| Millburn Ridgefield LLC /DE/ |
2025 Q4
|
2/2/2026 |
39
|
$4.2 B
|
| Essex Bank |
2025 Q4
|
2/2/2026 |
572
|
$460 M
|