| EVERGREEN CAPITAL MANAGEMENT LLC |
2025 Q4
|
1/27/2026 |
2,040
|
$4.5 B
|
| Antonelli Financial Advisors, LLC |
2025 Q4
|
1/27/2026 |
44
|
$150 M
|
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC |
2025 Q4
|
1/27/2026 |
196
|
$1.9 B
|
| GraniteShares Advisors LLC |
2025 Q4 - RESTATEMENT
|
1/27/2026 |
90
|
$160 M
|
| Greystone Financial Group, LLC |
2025 Q4
|
1/27/2026 |
97
|
$640 M
|
| Highview Capital Management LLC/DE/ |
2025 Q4
|
1/27/2026 |
105
|
$280 M
|
| Private Wealth Partners, LLC |
2025 Q4
|
1/27/2026 |
171
|
$1.4 B
|
| Grunden Financial Advisory, Inc. |
2025 Q4
|
1/27/2026 |
35
|
$260 M
|
| PFG Advisors |
2025 Q4
|
1/27/2026 |
767
|
$2.1 B
|
| SHAYNE & JACOBS, LLC |
2025 Q4
|
1/27/2026 |
117
|
$330 M
|
| Checchi Capital Advisers, LLC |
2025 Q4
|
1/27/2026 |
551
|
$2.0 B
|
| BRIGHTON JONES LLC |
2025 Q4
|
1/27/2026 |
55
|
$2.7 B
|
| Legacy Advisors, LLC |
2025 Q4
|
1/27/2026 |
288
|
$930 M
|
| Sterling Financial Planning, Inc. |
2025 Q4
|
1/27/2026 |
120
|
$330 M
|
| Mass General Brigham, Inc |
2025 Q4
|
1/27/2026 |
7
|
$810 M
|
| Warm Springs Advisors Inc. |
2025 Q4
|
1/27/2026 |
48
|
$130 M
|
| WealthCollab, LLC |
2025 Q4
|
1/27/2026 |
1,112
|
$240 M
|
| PRAKASH INVESTMENT ADVISORS LLC |
2025 Q4
|
1/27/2026 |
81
|
$140 M
|
| Members Advisory Group LLC |
2025 Q4
|
1/27/2026 |
31
|
$270 M
|
| BENNINGFIELD FINANCIAL ADVISORS, LLC |
2025 Q4
|
1/27/2026 |
18
|
$130 M
|
| CFM WEALTH PARTNERS LLC |
2025 Q4
|
1/27/2026 |
144
|
$690 M
|
| York GP, Ltd. |
2025 Q4
|
1/27/2026 |
2
|
$78 M
|
| Probity Advisors, Inc. |
2025 Q4
|
1/27/2026 |
232
|
$620 M
|
| Morey & Quinn Wealth Partners, LLC |
2025 Q4
|
1/27/2026 |
131
|
$140 M
|
| Penobscot Investment Management Company, Inc. |
2025 Q4
|
1/27/2026 |
315
|
$1.3 B
|
| Northern Financial Advisors Inc |
2025 Q4
|
1/27/2026 |
88
|
$87 M
|
| Liquid Strategies, LLC |
2025 Q4
|
1/27/2026 |
8
|
$460 M
|
| Silver Coast Investments LLC |
2025 Q4
|
1/27/2026 |
129
|
$290 M
|
| Emerald Advisors, LLC |
2025 Q4
|
1/27/2026 |
113
|
$730 M
|
| Optas, LLC |
2025 Q4
|
1/27/2026 |
1,175
|
$640 M
|
| WEALTHSPAN PARTNERS, LLC |
2025 Q4
|
1/27/2026 |
124
|
$280 M
|
| Davies Financial Advisors, Inc. |
2025 Q4
|
1/27/2026 |
45
|
$54 M
|
| Family Capital Management, Inc. |
2025 Q4
|
1/27/2026 |
100
|
$230 M
|
| STEVENS CAPITAL PARTNERS |
2025 Q4
|
1/27/2026 |
137
|
$380 M
|
| Sitrin Capital Management LLC |
2025 Q4
|
1/27/2026 |
38
|
$210 M
|
| Breachway Investments LLC |
2025 Q4
|
1/27/2026 |
98
|
$95 M
|
| TICINO WEALTH |
2025 Q4
|
1/27/2026 |
139
|
$270 M
|
| Pavion Blue Capital, LLC |
2025 Q4
|
1/27/2026 |
107
|
$240 M
|
| DRAVO BAY LLC |
2025 Q4
|
1/27/2026 |
51
|
$240 M
|
| MERITAGE PORTFOLIO MANAGEMENT |
2025 Q4
|
1/27/2026 |
323
|
$1.5 B
|
| NOVEM GROUP |
2025 Q4
|
1/27/2026 |
905
|
$870 M
|
| Michael Brady & Co., LLC |
2025 Q4
|
1/27/2026 |
53
|
$100 M
|
| SageGuard Financial Group, LLC |
2025 Q4
|
1/27/2026 |
177
|
$630 M
|
| BLVD Private Wealth, LLC |
2025 Q4
|
1/27/2026 |
69
|
$110 M
|
| Jones Kertz & Associates, Inc. |
2025 Q4
|
1/27/2026 |
63
|
$190 M
|
| Veery Capital, LLC |
2025 Q4
|
1/27/2026 |
94
|
$330 M
|
| RTD Financial Advisors, Inc. |
2025 Q4
|
1/27/2026 |
113
|
$820 M
|
| MontVue Capital Management, Inc. |
2025 Q4
|
1/27/2026 |
65
|
$150 M
|
| Bonfire Financial |
2025 Q4
|
1/27/2026 |
58
|
$130 M
|
| Able Wealth Management LLC |
2025 Q4
|
1/27/2026 |
113
|
$320 M
|
| Finivi Inc. |
2025 Q4
|
1/27/2026 |
103
|
$170 M
|
| Financial Advisory Corp |
2025 Q4
|
1/27/2026 |
51
|
$690 M
|
| Stone Summit Wealth LLC |
2025 Q4
|
1/27/2026 |
141
|
$370 M
|
| Alley Investment Management Company, LLC |
2025 Q4
|
1/27/2026 |
90
|
$850 M
|
| Miramar Fiduciary Corp |
2025 Q4
|
1/27/2026 |
5
|
$130 M
|
| RICHARDS, MERRILL & PETERSON, INC. |
2025 Q4
|
1/27/2026 |
273
|
$260 M
|
| HOERTKORN RICHARD CHARLES |
2025 Q4
|
1/27/2026 |
79
|
$260 M
|
| Measured Risk Portfolios, Inc. |
2025 Q4
|
1/27/2026 |
66
|
$100 M
|
| Cannon Global Investment Management, LLC |
2025 Q4
|
1/27/2026 |
59
|
$40 M
|
| Darrow Company, Inc. |
2025 Q4
|
1/27/2026 |
59
|
$220 M
|
| Portfolio Strategies, Inc. |
2025 Q4
|
1/27/2026 |
60
|
$860 M
|
| Summit Financial Wealth Advisors, LLC |
2025 Q4
|
1/27/2026 |
195
|
$700 M
|
| 55 North Private Wealth, LLC |
2025 Q4
|
1/27/2026 |
195
|
$380 M
|
| HENNESSY ADVISORS INC |
2025 Q4
|
1/27/2026 |
283
|
$2.8 B
|
| Smith Salley Wealth Management |
2025 Q4
|
1/27/2026 |
264
|
$2.0 B
|
| Benchmark Financial Wealth Advisors, LLC |
2025 Q4
|
1/27/2026 |
126
|
$350 M
|
| Waterfront Wealth Inc. |
2025 Q4
|
1/27/2026 |
273
|
$530 M
|
| Steele Capital Management, Inc. |
2025 Q4
|
1/27/2026 |
79
|
$2.3 B
|
| Genoa Capital Gestora de Recursos Ltda. |
2025 Q4
|
1/27/2026 |
17
|
$220 M
|
| Vert Asset Management LLC |
2025 Q4
|
1/27/2026 |
46
|
$300 M
|
| NNS Holding |
2025 Q4
|
1/27/2026 |
1
|
$0
|
| NNS Investments (Cyprus) Ltd |
2025 Q4
|
1/27/2026 |
1
|
$0
|
| Journey Advisory Group, LLC |
2025 Q4
|
1/27/2026 |
263
|
$1.2 B
|
| Fiscal Wisdom Wealth Management, LLC |
2025 Q4
|
1/27/2026 |
88
|
$110 M
|
| Phil A. Younker & Associates, Ltd. |
2025 Q4
|
1/27/2026 |
36
|
$140 M
|
| RETIREMENT INCOME SOLUTIONS, INC |
2025 Q4
|
1/27/2026 |
170
|
$590 M
|
| DUNCKER STREETT & CO INC |
2025 Q4
|
1/27/2026 |
534
|
$560 M
|
| International City Management Association Retirement Corp |
2025 Q4
|
1/27/2026 |
6
|
$200 M
|
| Portus Wealth Advisors, LLC |
2025 Q4
|
1/27/2026 |
52
|
$110 M
|
| Autumn Glory Partners, LLC |
2025 Q4
|
1/27/2026 |
257
|
$290 M
|
| Human Investing LLC |
2025 Q4
|
1/27/2026 |
128
|
$710 M
|
| Q3 Asset Management |
2025 Q4
|
1/27/2026 |
62
|
$440 M
|
| Mills Wealth Advisors LLC |
2025 Q4
|
1/27/2026 |
70
|
$250 M
|
| Snow Phipps Group, LLC |
2025 Q4
|
1/27/2026 |
2
|
$350 M
|
| Benchmark Financial, LLC |
2025 Q4
|
1/27/2026 |
48
|
$100 M
|
| Silphium Asset Management Ltd |
2025 Q4
|
1/27/2026 |
47
|
$240 M
|
| Chaney Capital Management, Inc. |
2025 Q4
|
1/27/2026 |
39
|
$290 M
|
| GODSEY & GIBB, INC |
2025 Q4
|
1/27/2026 |
439
|
$1.1 B
|
| Fundamenta Capital S.A. |
2025 Q4
|
1/27/2026 |
10
|
$150 M
|
| Emissary Wealth LLC |
2025 Q4
|
1/27/2026 |
59
|
$120 M
|
| VANTAGEPOINT INVESTMENT ADVISERS LLC |
2025 Q4
|
1/27/2026 |
55
|
$12 B
|
| Arnold Financial Planning LLC |
2025 Q4
|
1/27/2026 |
24
|
$97 M
|
| DAVIDSON TRUST CO |
2025 Q4
|
1/27/2026 |
259
|
$240 M
|
| FIDUCIARY ADVISORS, INC. |
2025 Q4
|
1/27/2026 |
125
|
$130 M
|
| Lakeside Advisors, INC. |
2025 Q4
|
1/27/2026 |
62
|
$160 M
|
| Cardinal Strategic Wealth Guidance |
2025 Q4
|
1/27/2026 |
59
|
$380 M
|
| Prasad Wealth Partners, LLC |
2025 Q4
|
1/27/2026 |
145
|
$370 M
|
| Busey Bank |
2025 Q4
|
1/27/2026 |
628
|
$3.8 B
|
| DAVIDSON INVESTMENT ADVISORS |
2025 Q4
|
1/27/2026 |
119
|
$2.4 B
|
| TD Waterhouse Canada Inc. |
2025 Q4
|
1/27/2026 |
2,042
|
$16 B
|