| OMNI 360 Wealth, Inc. |
2025 Q4
|
1/29/2026 |
126
|
$200 M
|
| Focused Wealth Management, Inc |
2025 Q4
|
1/29/2026 |
213
|
$960 M
|
| Rockwood Wealth Management, LLC |
2025 Q4
|
1/29/2026 |
119
|
$1.3 B
|
| Klingman & Associates, LLC |
2025 Q4
|
1/29/2026 |
326
|
$2.1 B
|
| Solidarity Wealth, LLC |
2025 Q4
|
1/29/2026 |
78
|
$490 M
|
| Dunhill Financial, LLC |
2025 Q4
|
1/29/2026 |
2,019
|
$410 M
|
| MARATHON CAPITAL MANAGEMENT |
2025 Q4
|
1/29/2026 |
171
|
$460 M
|
| J.P. Marvel Investment Advisors, LLC |
2025 Q4
|
1/29/2026 |
60
|
$720 M
|
| Generali Investments, Management Co LLC |
2025 Q4
|
1/29/2026 |
164
|
$500 M
|
| Broad Peak Investment Advisers Pte Ltd |
2025 Q4
|
1/29/2026 |
20
|
$560 M
|
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) |
2025 Q4
|
1/29/2026 |
67
|
$720 M
|
| BENDER ROBERT & ASSOCIATES |
2025 Q4
|
1/28/2026 |
39
|
$480 M
|
| Navigation Wealth Management, Inc. |
2025 Q4
|
1/28/2026 |
33
|
$67 M
|
| ProVise Management Group, LLC |
2025 Q4
|
1/28/2026 |
257
|
$1.4 B
|
| MONTRUSCO BOLTON INVESTMENTS INC. |
2025 Q4
|
1/28/2026 |
73
|
$8.0 B
|
| MACKAY SHIELDS LLC |
2025 Q4
|
1/28/2026 |
340
|
$2.9 B
|
| Virtus Wealth Solutions LLC |
2025 Q4
|
1/28/2026 |
52
|
$530 M
|
| Verisail Partners, LLC |
2025 Q4
|
1/28/2026 |
23
|
$240 M
|
| Bravias Capital Group, LLC |
2025 Q4
|
1/28/2026 |
108
|
$170 M
|
| MWA Asset Management |
2025 Q4
|
1/28/2026 |
121
|
$180 M
|
| Calamos Advisors LLC |
2025 Q4
|
1/28/2026 |
997
|
$27 B
|
| Calamos Wealth Management LLC |
2025 Q4
|
1/28/2026 |
470
|
$2.9 B
|
| Almanack Investment Partners, LLC. |
2025 Q4
|
1/28/2026 |
171
|
$590 M
|
| LAZARI CAPITAL MANAGEMENT, INC. |
2025 Q4 - RESTATEMENT
|
1/28/2026 |
166
|
$300 M
|
| Wise Wealth Partners |
2025 Q4
|
1/28/2026 |
50
|
$70 M
|
| Golden Reserve Retirement LLC |
2025 Q4
|
1/28/2026 |
130
|
$540 M
|
| Ariose Capital Management Ltd |
2025 Q4
|
1/28/2026 |
14
|
$300 M
|
| WT Asset Management Ltd |
2025 Q4
|
1/28/2026 |
42
|
$2.5 B
|
| Segment Wealth Management, LLC |
2025 Q4
|
1/28/2026 |
317
|
$1.7 B
|
| Compass Ion Advisors, LLC |
2025 Q4
|
1/28/2026 |
273
|
$1.0 B
|
| OAKLAND FINANCIAL CORP |
2025 Q4
|
1/28/2026 |
10
|
$6.0 M
|
| TBH Global Asset Management, LLC |
2025 Q4
|
1/28/2026 |
238
|
$600 M
|
| Brown Financial Advisory |
2025 Q4
|
1/28/2026 |
56
|
$200 M
|
| Mendel Money Management |
2025 Q4
|
1/28/2026 |
147
|
$240 M
|
| Dupree Financial Group, LLC |
2025 Q4
|
1/28/2026 |
80
|
$270 M
|
| Cherokee Insurance Co |
2025 Q4
|
1/28/2026 |
121
|
$250 M
|
| CYPRESS ASSET MANAGEMENT INC/TX |
2025 Q4
|
1/28/2026 |
105
|
$450 M
|
| ODonnell Financial Services, LLC |
2025 Q4
|
1/28/2026 |
54
|
$290 M
|
| Obermeyer Wealth Partners |
2025 Q4
|
1/28/2026 |
289
|
$2.2 B
|
| Guardian Asset Advisors, LLC |
2025 Q4
|
1/28/2026 |
108
|
$190 M
|
| Copeland Capital Management, LLC |
2025 Q4
|
1/28/2026 |
471
|
$4.5 B
|
| Hestia Capital Management, LLC |
2025 Q4
|
1/28/2026 |
22
|
$120 M
|
| Rakuten Securities, Inc. |
2025 Q4
|
1/28/2026 |
892
|
$310 M
|
| Directional Asset Management |
2025 Q4
|
1/28/2026 |
93
|
$110 M
|
| China Universal Asset Management Co., Ltd. |
2025 Q4
|
1/28/2026 |
497
|
$1.3 B
|
| DecisionPoint Financial, LLC |
2025 Q4
|
1/28/2026 |
740
|
$450 M
|
| Prepared Retirement Institute LLC |
2025 Q4
|
1/28/2026 |
80
|
$200 M
|
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC |
2025 Q4
|
1/28/2026 |
40
|
$330 M
|
| HOGE FINANCIAL SERVICES, LLC |
2025 Q4
|
1/28/2026 |
70
|
$190 M
|
| Tanglewood Wealth Management, Inc. |
2025 Q4
|
1/28/2026 |
35
|
$1.1 B
|
| TKG Advisors, LLC |
2025 Q4
|
1/28/2026 |
91
|
$250 M
|
| Riggs Asset Managment Co. Inc. |
2025 Q4
|
1/28/2026 |
128
|
$500 M
|
| NBC SECURITIES, INC. |
2025 Q4
|
1/28/2026 |
2,811
|
$1.3 B
|
| Dentgroup LLC |
2025 Q4
|
1/28/2026 |
93
|
$150 M
|
| Wealth Science Advisors LLC |
2025 Q4
|
1/28/2026 |
71
|
$170 M
|
| OUTFITTERS FINANCIAL LLC |
2025 Q4
|
1/28/2026 |
78
|
$130 M
|
| ARKANSAS FINANCIAL GROUP, INC. |
2025 Q3 - RESTATEMENT
|
1/28/2026 |
93
|
$680 M
|
| ARKANSAS FINANCIAL GROUP, INC. |
2025 Q2 - RESTATEMENT
|
1/28/2026 |
80
|
$640 M
|
| New Perspectives, Inc |
2025 Q4
|
1/28/2026 |
42
|
$290 M
|
| ARKANSAS FINANCIAL GROUP, INC. |
2025 Q1 - RESTATEMENT
|
1/28/2026 |
77
|
$580 M
|
| ATWOOD & PALMER INC |
2025 Q4
|
1/28/2026 |
488
|
$1.8 B
|
| CORNERSTONE ENTERPRISES, LLC |
2025 Q4
|
1/28/2026 |
36
|
$210 M
|
| Nadler Financial Group, Inc. |
2025 Q4
|
1/28/2026 |
142
|
$1.1 B
|
| First Financial Group Corp |
2025 Q4
|
1/28/2026 |
73
|
$120 M
|
| Cabana LLC |
2025 Q4
|
1/28/2026 |
13
|
$13 M
|
| Glassman Wealth Services |
2025 Q4
|
1/28/2026 |
195
|
$740 M
|
| ARIZONA STATE RETIREMENT SYSTEM |
2025 Q4
|
1/28/2026 |
2,048
|
$18 B
|
| FISCHER INVESTMENT STRATEGIES, LLC |
2025 Q4
|
1/28/2026 |
51
|
$170 M
|
| ARKANSAS FINANCIAL GROUP, INC. |
2025 Q4
|
1/28/2026 |
92
|
$690 M
|
| Diversified Enterprises, LLC |
2025 Q4
|
1/28/2026 |
394
|
$1.7 B
|
| EnRich Financial Partners LLC |
2025 Q4
|
1/28/2026 |
63
|
$370 M
|
| WINDWARD CAPITAL MANAGEMENT CO /CA |
2025 Q4
|
1/28/2026 |
73
|
$1.3 B
|
| Kerusso Capital Management LLC |
2025 Q4
|
1/28/2026 |
53
|
$220 M
|
| Paradice Investment Management LLC |
2025 Q4
|
1/28/2026 |
21
|
$510 M
|
| U S GLOBAL INVESTORS INC |
2025 Q4
|
1/28/2026 |
158
|
$930 M
|
| SP Asset Management LLC |
2025 Q4
|
1/28/2026 |
137
|
$1.3 B
|
| Mountain Capital Investment Advisors Inc. |
2025 Q4
|
1/28/2026 |
93
|
$620 M
|
| Aspen Wealth Strategies, LLC |
2025 Q4
|
1/28/2026 |
83
|
$180 M
|
| Spectrum Investment Advisors, Inc. |
2025 Q4
|
1/28/2026 |
51
|
$200 M
|
| REDW Wealth LLC |
2025 Q4
|
1/28/2026 |
102
|
$260 M
|
| Briaud Financial Planning, Inc |
2025 Q4
|
1/28/2026 |
37
|
$410 M
|
| WPG Advisers, LLC |
2025 Q4
|
1/28/2026 |
1,477
|
$130 M
|
| Field & Main Bank |
2025 Q4
|
1/28/2026 |
325
|
$350 M
|
| CORA CAPITAL ADVISORS LLC |
2025 Q4
|
1/28/2026 |
135
|
$260 M
|
| CITIZENS & NORTHERN CORP |
2025 Q4
|
1/28/2026 |
124
|
$400 M
|
| LIBRA WEALTH LLC |
2025 Q4
|
1/28/2026 |
67
|
$360 M
|
| MEMBERS WEALTH LLC |
2025 Q4
|
1/28/2026 |
106
|
$160 M
|
| AXIS CAPITAL HOLDINGS LTD |
2025 Q4
|
1/28/2026 |
3
|
$280 M
|
| Gold Investment Management Ltd. |
2025 Q4
|
1/28/2026 |
204
|
$310 M
|
| Mowery & Schoenfeld Wealth Management, LLC |
2025 Q4
|
1/28/2026 |
475
|
$69 M
|
| CADINHA & CO LLC |
2025 Q4
|
1/28/2026 |
103
|
$650 M
|
| Chicago Partners Investment Group LLC |
2025 Q4
|
1/28/2026 |
1,306
|
$4.1 B
|
| AGP FRANKLIN, LLC |
2025 Q4
|
1/28/2026 |
88
|
$210 M
|
| Quent Long Short Global Small Cap Fund, LP |
2025 Q4
|
1/28/2026 |
298
|
$1.2 B
|
| N.E.W. Advisory Services LLC |
2025 Q4
|
1/28/2026 |
892
|
$1.4 B
|
| LifeSteps Financial, Inc. |
2025 Q4
|
1/28/2026 |
90
|
$160 M
|
| CAPE ANN SAVINGS BANK |
2025 Q4
|
1/28/2026 |
109
|
$190 M
|
| Geneos Wealth Management Inc. |
2025 Q4
|
1/28/2026 |
2,459
|
$4.1 B
|
| DAVIS-REA LTD. |
2025 Q4
|
1/28/2026 |
56
|
$400 M
|
| Aquamarine Financial (Cayman) Ltd |
2025 Q4
|
1/28/2026 |
13
|
$1.2 B
|