| Zurcher Kantonalbank (Zurich Cantonalbank) |
2025 Q4
|
1/27/2026 |
2,545
|
$46 B
|
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT |
2025 Q4
|
1/27/2026 |
79
|
$290 M
|
| Sterling Group Wealth Management, LLC |
2025 Q4
|
1/27/2026 |
51
|
$210 M
|
| Leisure Capital Management |
2025 Q4
|
1/27/2026 |
153
|
$300 M
|
| ELEVATE WEALTH ADVISORY, INC |
2025 Q4
|
1/27/2026 |
122
|
$150 M
|
| BankPlus Trust Department |
2025 Q4
|
1/27/2026 |
502
|
$380 M
|
| TRED AVON FAMILY WEALTH, LLC |
2025 Q4
|
1/27/2026 |
258
|
$310 M
|
| Revisor Wealth Management LLC |
2025 Q4
|
1/27/2026 |
330
|
$370 M
|
| Horst & Graben Wealth Management LLC |
2025 Q4
|
1/27/2026 |
179
|
$660 M
|
| MAGNOLIA CAPITAL MANAGEMENT LTD |
2025 Q4
|
1/27/2026 |
75
|
$130 M
|
| ACUTE INVESTMENT ADVISORY, LLC |
2025 Q4
|
1/27/2026 |
15
|
$10 M
|
| Joel Adams & Associates, Inc. |
2025 Q4
|
1/27/2026 |
63
|
$130 M
|
| Cannon Wealth Management Services, LLC |
2025 Q4
|
1/27/2026 |
83
|
$140 M
|
| Family Capital Trust Co |
2025 Q4
|
1/27/2026 |
87
|
$310 M
|
| Clark Asset Management, LLC |
2025 Q4
|
1/27/2026 |
237
|
$960 M
|
| HighRoad Wealth Advisors, LLC |
2025 Q4
|
1/27/2026 |
35
|
$100 M
|
| JEPPSON WEALTH MANAGEMENT, LLC |
2025 Q4
|
1/27/2026 |
225
|
$320 M
|
| Oriental Harbor Investment Master Fund |
2025 Q4
|
1/27/2026 |
10
|
$1.3 B
|
| Aspiring Ventures, LLC |
2025 Q4
|
1/27/2026 |
153
|
$290 M
|
| MILLER HOWARD INVESTMENTS INC /NY |
2025 Q4
|
1/27/2026 |
140
|
$3.3 B
|
| Stephenson & Company, Inc. |
2025 Q4
|
1/27/2026 |
45
|
$180 M
|
| Krilogy Financial LLC |
2025 Q4
|
1/27/2026 |
920
|
$2.9 B
|
| Beacon Bridge Wealth Partners, LLC |
2025 Q4
|
1/27/2026 |
98
|
$300 M
|
| LODESTAR PRIVATE ASSET MANAGEMENT LLC |
2025 Q4
|
1/27/2026 |
224
|
$1.0 B
|
| Holcombe Financial, Inc. |
2025 Q4
|
1/27/2026 |
48
|
$160 M
|
| HAMILTON CAPITAL PARTNERS, LLC |
2025 Q4
|
1/27/2026 |
36
|
$300 M
|
| EARNED WEALTH ADVISORS, LLC |
2025 Q4 - NEW HOLDINGS
|
1/27/2026 |
92
|
$310 M
|
| Mayar Capital Ltd. |
2025 Q4
|
1/27/2026 |
13
|
$74 M
|
| EARNED WEALTH ADVISORS, LLC |
2025 Q4 - RESTATEMENT
|
1/27/2026 |
354
|
$1.1 B
|
| Arcataur Capital Management LLC |
2025 Q4
|
1/27/2026 |
103
|
$350 M
|
| Japan Post Holdings Co., Ltd. |
2025 Q4
|
1/27/2026 |
1
|
$5.8 B
|
| Vision Capital Management, Inc. |
2025 Q4
|
1/27/2026 |
163
|
$830 M
|
| TriaGen Wealth Management LLC |
2025 Q4
|
1/27/2026 |
176
|
$390 M
|
| Focused Investors LLC |
2025 Q4
|
1/27/2026 |
22
|
$3.1 B
|
| Semus Wealth Partners LLC |
2025 Q4
|
1/27/2026 |
111
|
$190 M
|
| Belpointe Asset Management LLC |
2025 Q4
|
1/27/2026 |
1,019
|
$2.8 B
|
| Exane Asset Management |
2025 Q4
|
1/27/2026 |
34
|
$480 M
|
| PROFFITT & GOODSON INC |
2025 Q4
|
1/27/2026 |
296
|
$720 M
|
| VISTA FINANCE, LLC |
2025 Q4
|
1/27/2026 |
52
|
$150 M
|
| HUDSON EDGE INVESTMENT PARTNERS INC. |
2025 Q4
|
1/27/2026 |
87
|
$670 M
|
| Fortis Capital Advisors, LLC |
2025 Q4
|
1/27/2026 |
311
|
$680 M
|
| BENEDICT FINANCIAL ADVISORS INC |
2025 Q4
|
1/27/2026 |
135
|
$470 M
|
| FSR Wealth Management Ltd. |
2025 Q4
|
1/27/2026 |
38
|
$85 M
|
| Farrow Financial, Inc. |
2025 Q4
|
1/27/2026 |
53
|
$170 M
|
| Graphene Investments SAS |
2025 Q4
|
1/27/2026 |
44
|
$160 M
|
| BigSur Wealth Management LLC |
2025 Q4
|
1/27/2026 |
161
|
$410 M
|
| Financial Management Professionals, Inc. |
2025 Q4
|
1/27/2026 |
967
|
$970 M
|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV |
2025 Q4
|
1/27/2026 |
127
|
$1.3 B
|
| Summit Wealth Partners, LLC |
2025 Q4
|
1/27/2026 |
203
|
$540 M
|
| Lorne Steinberg Wealth Management Inc. |
2025 Q4
|
1/27/2026 |
72
|
$430 M
|
| Bayforest Capital Ltd |
2025 Q4
|
1/27/2026 |
778
|
$130 M
|
| TFR Capital, LLC. |
2025 Q4
|
1/27/2026 |
161
|
$300 M
|
| Elevated Capital Advisors, LLC |
2025 Q4
|
1/27/2026 |
831
|
$430 M
|
| Baskin Financial Services Inc. |
2025 Q4
|
1/27/2026 |
53
|
$1.3 B
|
| Friedenthal Financial |
2025 Q4
|
1/27/2026 |
251
|
$190 M
|
| RAINEY & RANDALL WEALTH ADVISORS INC. |
2025 Q4
|
1/27/2026 |
76
|
$610 M
|
| VESTIA PERSONAL WEALTH ADVISORS |
2025 Q4
|
1/27/2026 |
98
|
$200 M
|
| Birch Hill Investment Advisors LLC |
2025 Q4
|
1/27/2026 |
200
|
$2.4 B
|
| Berger Financial Group, Inc |
2025 Q4
|
1/27/2026 |
474
|
$1.7 B
|
| Summit Financial Strategies, Inc. |
2025 Q4
|
1/27/2026 |
166
|
$1.2 B
|
| Security Financial Services, INC. |
2025 Q4
|
1/27/2026 |
212
|
$640 M
|
| TRAPHAGEN INVESTMENT ADVISORS LLC |
2025 Q4
|
1/27/2026 |
196
|
$1.2 B
|
| NORTHSTAR ASSET MANAGEMENT Co |
2025 Q4
|
1/27/2026 |
189
|
$470 M
|
| STRATEGIC VALUE BANK PARTNERS LLC |
2025 Q4
|
1/27/2026 |
12
|
$150 M
|
| LECAP ASSET MANAGEMENT LTD |
2025 Q4
|
1/27/2026 |
277
|
$250 M
|
| PLIMOTH TRUST CO LLC |
2025 Q4
|
1/27/2026 |
324
|
$450 M
|
| Symmetry Partners, LLC |
2025 Q4
|
1/27/2026 |
273
|
$1.7 B
|
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT |
2025 Q4
|
1/27/2026 |
60
|
$1.7 B
|
| GREATMARK INVESTMENT PARTNERS, INC. |
2025 Q4
|
1/27/2026 |
143
|
$850 M
|
| US Asset Management LLC |
2025 Q4
|
1/27/2026 |
118
|
$120 M
|
| WestEnd Advisors, LLC |
2025 Q4
|
1/27/2026 |
390
|
$4.3 B
|
| TOKIO MARINE ASSET MANAGEMENT CO LTD |
2025 Q4
|
1/27/2026 |
524
|
$2.9 B
|
| Tributary Capital Management, LLC |
2025 Q3 - RESTATEMENT
|
1/27/2026 |
169
|
$1.1 B
|
| Bank of Italy |
2025 Q4
|
1/27/2026 |
8
|
$2.3 B
|
| Tributary Capital Management, LLC |
2025 Q4
|
1/27/2026 |
169
|
$1.0 B
|
| SAGE FINANCIAL GROUP INC |
2025 Q4
|
1/27/2026 |
106
|
$1.5 B
|
| REGIONS FINANCIAL CORP |
2025 Q4
|
1/27/2026 |
1,013
|
$16 B
|
| SEEDS INVESTOR LLC |
2025 Q4
|
1/27/2026 |
266
|
$520 M
|
| FIRST HORIZON CORP |
2025 Q4
|
1/27/2026 |
2,215
|
$2.2 B
|
| Atlantic Edge Private Wealth Management, LLC |
2025 Q4
|
1/27/2026 |
578
|
$400 M
|
| Forum Financial Management, LP |
2025 Q4
|
1/27/2026 |
1,127
|
$7.7 B
|
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC |
2025 Q4
|
1/27/2026 |
176
|
$2.1 B
|
| Wealth Enhancement Trust Services, Inc. |
2025 Q4
|
1/27/2026 |
1,052
|
$790 M
|
| CenterStar Asset Management, LLC |
2025 Q4
|
1/27/2026 |
264
|
$360 M
|
| Klaas Financial Asset Advisors, LLC |
2025 Q4
|
1/27/2026 |
56
|
$690 M
|
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. |
2025 Q4
|
1/27/2026 |
79
|
$120 M
|
| Tranquilli Financial Advisor LLC |
2025 Q4
|
1/27/2026 |
130
|
$170 M
|
| Local Pensions Partnership Investment Ltd |
2025 Q4
|
1/27/2026 |
32
|
$5.7 B
|
| Fractal Investments LLC |
2025 Q4
|
1/27/2026 |
80
|
$720 M
|
| Berkshire Money Management, Inc. |
2025 Q4
|
1/27/2026 |
132
|
$1.0 B
|
| Hedges Asset Management LLC |
2025 Q4
|
1/27/2026 |
108
|
$140 M
|
| Fortitude Financial, LLC |
2025 Q4
|
1/27/2026 |
39
|
$120 M
|
| VCI Wealth Management LLC |
2025 Q4
|
1/27/2026 |
109
|
$360 M
|
| Mine & Arao Wealth Creation & Management, LLC. |
2025 Q4
|
1/27/2026 |
76
|
$260 M
|
| Sterling Investment Counsel, LLC |
2025 Q4
|
1/27/2026 |
187
|
$350 M
|
| Bosman Wealth Management, LLC |
2025 Q4
|
1/27/2026 |
49
|
$120 M
|
| 5T Wealth, LLC |
2025 Q4
|
1/27/2026 |
127
|
$250 M
|
| Institute for Wealth Management, LLC. |
2025 Q4
|
1/27/2026 |
544
|
$940 M
|
| Global Financial Private Client, LLC |
2025 Q4
|
1/27/2026 |
333
|
$290 M
|
| Stordahl Capital Management, Inc. |
2025 Q4
|
1/27/2026 |
63
|
$490 M
|