| ZEGA Investments, LLC |
2025 Q4
|
1/27/2026 |
173
|
$850 M
|
| MASTERINVEST Kapitalanlage GmbH |
2025 Q4
|
1/27/2026 |
266
|
$1.1 B
|
| Hobart Private Capital, LLC |
2025 Q4
|
1/27/2026 |
322
|
$510 M
|
| TME FINANCIAL, INC. |
2025 Q4
|
1/27/2026 |
72
|
$140 M
|
| Ninety One UK Ltd |
2025 Q4
|
1/27/2026 |
225
|
$47 B
|
| Ninety One North America, Inc. |
2025 Q4
|
1/27/2026 |
102
|
$2.5 B
|
| Ninety One SA (Pty) Ltd |
2025 Q4
|
1/27/2026 |
96
|
$2.3 B
|
| Foundation Wealth Management, LLC |
2025 Q4
|
1/27/2026 |
43
|
$150 M
|
| Compass Financial Group, INC/SD |
2025 Q4
|
1/27/2026 |
103
|
$700 M
|
| Asset Management One Co., Ltd. |
2025 Q4
|
1/27/2026 |
939
|
$36 B
|
| Benson Investment Management Company, Inc. |
2025 Q4
|
1/27/2026 |
50
|
$290 M
|
| Crystal Rock Capital Management |
2025 Q4
|
1/27/2026 |
33
|
$190 M
|
| HCR Wealth Advisors |
2025 Q4
|
1/26/2026 |
255
|
$1.0 B
|
| Ring Mountain Capital, LLC |
2025 Q4
|
1/26/2026 |
98
|
$200 M
|
| Jackson, Grant Investment Advisers, Inc. |
2025 Q4
|
1/27/2026 |
395
|
$300 M
|
| Oak Harvest Investment Services |
2025 Q4
|
1/26/2026 |
232
|
$920 M
|
| GF FUND MANAGEMENT CO. LTD. |
2025 Q4
|
1/26/2026 |
643
|
$5.9 B
|
| Rye Brook Capital LLC |
2025 Q4
|
1/26/2026 |
27
|
$110 M
|
| Lakehouse Capital Pty Ltd |
2025 Q4
|
1/26/2026 |
13
|
$140 M
|
| Latitude Advisors, LLC |
2025 Q4
|
1/26/2026 |
224
|
$230 M
|
| Stillwater Wealth Management Group |
2025 Q4
|
1/26/2026 |
73
|
$150 M
|
| GHP Investment Advisors, Inc. |
2025 Q4
|
1/26/2026 |
1,187
|
$2.4 B
|
| Magnolia Wealth Management, LLC |
2025 Q4
|
1/26/2026 |
15
|
$170 M
|
| JUNCTURE WEALTH STRATEGIES, LLC |
2025 Q4
|
1/26/2026 |
134
|
$300 M
|
| Werba Rubin Papier Wealth Management |
2025 Q4
|
1/26/2026 |
232
|
$370 M
|
| OLD SECOND NATIONAL BANK OF AURORA |
2025 Q4
|
1/26/2026 |
402
|
$500 M
|
| INVESTED ADVISORS |
2025 Q4
|
1/26/2026 |
134
|
$97 M
|
| Capelight Capital Asset Management LP |
2025 Q4
|
1/26/2026 |
36
|
$100 M
|
| Harbor Asset Planning, Inc. |
2025 Q4
|
1/26/2026 |
1,988
|
$120 M
|
| STEINBERGANNA WEALTH MANAGEMENT |
2025 Q4
|
1/26/2026 |
127
|
$210 M
|
| ABBINGTON INVESTMENT GROUP |
2025 Q4
|
1/26/2026 |
49
|
$150 M
|
| Tribridge Partners Financial LLC |
2025 Q4
|
1/26/2026 |
77
|
$240 M
|
| MOKAN Wealth Management Inc. |
2025 Q4
|
1/26/2026 |
103
|
$230 M
|
| Reyes Financial Architecture, Inc. |
2025 Q4
|
1/26/2026 |
388
|
$160 M
|
| WASHINGTON GROWTH STRATEGIES LLC |
2025 Q4
|
1/26/2026 |
56
|
$150 M
|
| Integrated Capital Management, LLC |
2025 Q4
|
1/26/2026 |
57
|
$230 M
|
| BCS Private Wealth Management, Inc. |
2025 Q4
|
1/26/2026 |
175
|
$290 M
|
| Code Waechter LLC |
2025 Q4
|
1/26/2026 |
108
|
$160 M
|
| Luminvest Wealth Management LLC |
2025 Q4
|
1/26/2026 |
50
|
$360 M
|
| DORVAL Corp |
2025 Q4
|
1/26/2026 |
43
|
$310 M
|
| SEAMOUNT FINANCIAL GROUP INC |
2025 Q4
|
1/26/2026 |
132
|
$220 M
|
| Red Mountain Financial, LLC |
2025 Q4
|
1/26/2026 |
76
|
$100 M
|
| Decker Retirement Planning Inc. |
2025 Q4
|
1/26/2026 |
231
|
$200 M
|
| Massachusetts Wealth Management |
2025 Q4
|
1/26/2026 |
93
|
$210 M
|
| Atlas Wealth Partners, LLC |
2025 Q4
|
1/26/2026 |
64
|
$91 M
|
| QUARRY HILL ADVISORS, LLC |
2025 Q4
|
1/26/2026 |
50
|
$220 M
|
| David Kennon Inc |
2025 Q4
|
1/26/2026 |
38
|
$280 M
|
| Fee-Only Financial Planning, L.C. |
2025 Q4
|
1/26/2026 |
42
|
$170 M
|
| Sterling Wealth Advisors Inc |
2025 Q4
|
1/26/2026 |
20
|
$170 M
|
| Lansing Street Advisors |
2025 Q4
|
1/26/2026 |
140
|
$390 M
|
| Intelligent Financial Strategies |
2025 Q4
|
1/26/2026 |
72
|
$210 M
|
| Forbes Financial Planning, Inc. |
2025 Q4
|
1/26/2026 |
36
|
$170 M
|
| Invariant Investment Management |
2025 Q4
|
1/26/2026 |
71
|
$160 M
|
| Elevation Capital Advisory, LLC |
2025 Q4
|
1/26/2026 |
64
|
$240 M
|
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. |
2025 Q4
|
1/26/2026 |
56
|
$170 M
|
| San Luis Wealth Advisors LLC |
2025 Q4
|
1/26/2026 |
182
|
$600 M
|
| Opal Wealth Advisors, LLC |
2025 Q4
|
1/26/2026 |
206
|
$380 M
|
| Prairiewood Capital, LLC |
2025 Q4
|
1/26/2026 |
75
|
$320 M
|
| Client First Capital LLC |
2025 Q4
|
1/26/2026 |
27
|
$240 M
|
| Single Point Partners, LLC |
2025 Q4
|
1/26/2026 |
87
|
$510 M
|
| RBA Wealth Management, LLC |
2025 Q4
|
1/26/2026 |
94
|
$300 M
|
| BCS Wealth Management |
2025 Q4
|
1/26/2026 |
352
|
$990 M
|
| Foster Victor Wealth Advisors, LLC |
2025 Q4
|
1/26/2026 |
232
|
$1.7 B
|
| Brendel Financial Advisors LLC |
2025 Q4
|
1/26/2026 |
100
|
$200 M
|
| Abundance Wealth Counselors |
2025 Q4
|
1/26/2026 |
163
|
$590 M
|
| Grandview Asset Management LLC |
2025 Q4
|
1/26/2026 |
139
|
$360 M
|
| Bernardo Wealth Planning LLC |
2025 Q4
|
1/26/2026 |
127
|
$520 M
|
| McGuire Investment Group, LLC |
2025 Q4
|
1/26/2026 |
121
|
$940 M
|
| Monument Capital Management |
2025 Q4
|
1/26/2026 |
220
|
$400 M
|
| Townsend & Associates, Inc |
2025 Q4
|
1/26/2026 |
115
|
$1.1 B
|
| Milestones Private Investment Advisors LLC |
2025 Q4
|
1/26/2026 |
120
|
$150 M
|
| Taylor Frigon Capital Management LLC |
2025 Q4
|
1/26/2026 |
93
|
$200 M
|
| Cordatus Wealth Management LLC |
2025 Q4
|
1/26/2026 |
161
|
$430 M
|
| Spectrum Asset Management, Inc. (NB/CA) |
2025 Q4
|
1/26/2026 |
119
|
$300 M
|
| CKW FINANCIAL GROUP |
2025 Q4
|
1/26/2026 |
186
|
$920 M
|
| Riverview Trust Co |
2025 Q4
|
1/26/2026 |
240
|
$83 M
|
| Consolidated Investment Group LLC |
2025 Q4
|
1/26/2026 |
66
|
$840 M
|
| Annex Advisory Services, LLC |
2025 Q4
|
1/26/2026 |
357
|
$5.2 B
|
| Courage Miller Partners, LLC |
2025 Q4
|
1/26/2026 |
84
|
$330 M
|
| BLB&B Advisors, LLC |
2025 Q4
|
1/26/2026 |
392
|
$2.4 B
|
| Valmark Advisers, Inc. |
2025 Q4
|
1/26/2026 |
657
|
$8.1 B
|
| Phocas Financial Corp. |
2025 Q4 - RESTATEMENT
|
1/26/2026 |
148
|
$770 M
|
| SeaBridge Investment Advisors LLC |
2025 Q4
|
1/26/2026 |
196
|
$610 M
|
| Moran Wealth Management, LLC |
2025 Q4
|
1/26/2026 |
764
|
$3.3 B
|
| Covenant Partners, LLC |
2025 Q4
|
1/26/2026 |
135
|
$340 M
|
| River Street Advisors LLC |
2025 Q4
|
1/26/2026 |
244
|
$270 M
|
| Tanager Wealth Management LLP |
2025 Q4
|
1/26/2026 |
137
|
$1.0 B
|
| Patriot Financial Group Insurance Agency, LLC |
2025 Q4
|
1/26/2026 |
508
|
$840 M
|
| Keystone Wealth Services, LLC |
2025 Q4
|
1/26/2026 |
298
|
$470 M
|
| Phraction Management LLC |
2025 Q4
|
1/26/2026 |
67
|
$380 M
|
| Chicago Capital, LLC |
2025 Q4
|
1/26/2026 |
355
|
$4.0 B
|
| Next Level Wealth Planning, LLC |
2025 Q4
|
1/26/2026 |
66
|
$190 M
|
| Asset Dedication, LLC |
2025 Q4
|
1/26/2026 |
1,126
|
$1.5 B
|
| NOTTINGHAM ADVISORS, INC. |
2025 Q4
|
1/26/2026 |
108
|
$720 M
|
| Zullo Investment Group, Inc. |
2025 Q4
|
1/26/2026 |
154
|
$270 M
|
| PHILLIPS FINANCIAL MANAGEMENT, LLC |
2025 Q4
|
1/26/2026 |
307
|
$1.6 B
|
| Shaker Financial Services, LLC |
2025 Q4
|
1/26/2026 |
165
|
$320 M
|
| Pacific Capital Wealth Advisors, Inc. |
2025 Q4
|
1/26/2026 |
79
|
$580 M
|
| Legacy CG, LLC |
2025 Q4
|
1/26/2026 |
46
|
$360 M
|
| Lakewood Asset Management LLC |
2025 Q4
|
1/26/2026 |
105
|
$170 M
|