| Main Street Group, LTD |
2025 Q4
|
1/26/2026 |
90
|
$290 M
|
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA |
2025 Q4
|
1/26/2026 |
83
|
$150 M
|
| Seneca Financial Advisors LLC |
2025 Q4
|
1/26/2026 |
64
|
$330 M
|
| DUPONT CAPITAL MANAGEMENT CORP |
2025 Q4
|
1/26/2026 |
103
|
$890 M
|
| Frankly Finances, LLC |
2025 Q4
|
1/26/2026 |
63
|
$120 M
|
| China-UAE Investment Cooperation Fund, L.P. |
2025 Q4
|
1/26/2026 |
1
|
$67 M
|
| Global Wealth Management, LLC |
2025 Q4
|
1/26/2026 |
41
|
$190 M
|
| KIRR MARBACH & CO LLC /IN/ |
2025 Q4
|
1/26/2026 |
58
|
$520 M
|
| GRACE & WHITE INC /NY |
2025 Q4
|
1/26/2026 |
137
|
$560 M
|
| Merit Financial Group, LLC |
2025 Q4
|
1/26/2026 |
6,866
|
$12 B
|
| Martin Capital Advisors, LLP |
2025 Q4
|
1/26/2026 |
72
|
$170 M
|
| Heritage Wealth Management, Inc. |
2025 Q4
|
1/26/2026 |
258
|
$360 M
|
| Welch Group, LLC |
2025 Q4
|
1/26/2026 |
309
|
$2.6 B
|
| WHITTIER TRUST CO OF NEVADA INC |
2025 Q4
|
1/26/2026 |
1,576
|
$4.8 B
|
| Bretton Capital Management, LLC |
2025 Q4
|
1/26/2026 |
18
|
$120 M
|
| WHITTIER TRUST CO |
2025 Q4
|
1/26/2026 |
1,631
|
$9.2 B
|
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV |
2025 Q4
|
1/26/2026 |
113
|
$370 M
|
| J.M. Arbour, LLC |
2025 Q4
|
1/26/2026 |
190
|
$100 M
|
| Lipe & Dalton |
2025 Q3
|
1/26/2026 |
93
|
$200 M
|
| IAMS WEALTH MANAGEMENT, LLC |
2025 Q4
|
1/26/2026 |
187
|
$280 M
|
| O'Connor Financial Group LLC |
2025 Q4
|
1/26/2026 |
59
|
$250 M
|
| Marion Wealth Management |
2025 Q4
|
1/26/2026 |
144
|
$450 M
|
| GRAND WEALTH MANAGEMENT, LLC |
2025 Q4
|
1/26/2026 |
84
|
$220 M
|
| Hendershot Investments Inc. |
2025 Q4
|
1/26/2026 |
124
|
$780 M
|
| Lionsbridge Wealth Management LLC |
2025 Q4
|
1/26/2026 |
56
|
$99 M
|
| Berkeley, Inc |
2025 Q4
|
1/26/2026 |
79
|
$310 M
|
| Sightline Wealth Advisors, LLC |
2025 Q4
|
1/26/2026 |
99
|
$230 M
|
| Rolek Wealth Management LLC |
2025 Q4
|
1/26/2026 |
21
|
$150 M
|
| Lipe & Dalton |
2025 Q4
|
1/26/2026 |
95
|
$200 M
|
| Argo Wealth Advisory, LLC |
2025 Q4
|
1/26/2026 |
52
|
$170 M
|
| Oxinas Partners, LLC |
2025 Q4
|
1/26/2026 |
132
|
$210 M
|
| Draper Asset Management, LLC |
2025 Q4
|
1/26/2026 |
19
|
$190 M
|
| CM WEALTH ADVISORS LLC |
2025 Q4
|
1/26/2026 |
138
|
$440 M
|
| Inman Jager Wealth Management, LLC |
2025 Q4
|
1/26/2026 |
81
|
$160 M
|
| Apex Wealth Management, LLC |
2025 Q4
|
1/26/2026 |
50
|
$98 M
|
| LUTS & GREENLEIGH GROUP, INC. |
2025 Q4
|
1/26/2026 |
87
|
$120 M
|
| Capitol Family Office, Inc. |
2025 Q4
|
1/26/2026 |
48
|
$85 M
|
| MIDLAND WEALTH ADVISORS, LLC |
2025 Q4
|
1/26/2026 |
164
|
$1.9 B
|
| LOWERY THOMAS, LLC |
2025 Q4
|
1/26/2026 |
55
|
$180 M
|
| Slocum, Gordon & Co LLP |
2025 Q4
|
1/26/2026 |
60
|
$140 M
|
| Trivium Point Advisory, LLC |
2025 Q4
|
1/26/2026 |
339
|
$990 M
|
| AE Wealth Management LLC |
2025 Q4
|
1/26/2026 |
27,096
|
$17 B
|
| Ferguson Shapiro LLC |
2025 Q4
|
1/26/2026 |
81
|
$320 M
|
| Roof Eidam Maycock Peralta, LLC |
2025 Q4
|
1/26/2026 |
128
|
$440 M
|
| Fisher Funds Management LTD |
2025 Q4
|
1/26/2026 |
166
|
$3.9 B
|
| SHELTON WEALTH MANAGEMENT, LLC |
2025 Q4
|
1/26/2026 |
165
|
$230 M
|
| JGP Global Gestao de Recursos Ltda. |
2025 Q4
|
1/26/2026 |
49
|
$170 M
|
| American Wealth Advisors, LLC |
2025 Q4
|
1/26/2026 |
134
|
$100 M
|
| DUFF & PHELPS INVESTMENT MANAGEMENT CO |
2025 Q4
|
1/26/2026 |
146
|
$8.8 B
|
| Transcendent Capital Group LLC |
2025 Q4
|
1/26/2026 |
117
|
$220 M
|
| LifeWealth Investments, LLC |
2025 Q3 - NEW HOLDINGS
|
1/26/2026 |
147
|
$300 M
|
| Xcel Wealth Management, LLC |
2025 Q4
|
1/26/2026 |
144
|
$390 M
|
| NORTHWESTERN UNIVERSITY |
2025 Q4
|
1/26/2026 |
2
|
$110 M
|
| LifeWealth Investments, LLC |
2025 Q2 - NEW HOLDINGS
|
1/26/2026 |
151
|
$280 M
|
| Quadrant Private Wealth Management, LLC |
2025 Q4
|
1/26/2026 |
274
|
$610 M
|
| Slow Capital, Inc. |
2025 Q4
|
1/26/2026 |
113
|
$840 M
|
| Thomasville National Bank |
2025 Q4
|
1/26/2026 |
299
|
$1.6 B
|
| Pacific Life Fund Advisors LLC |
2025 Q4
|
1/26/2026 |
20
|
$970 M
|
| Trellis Wealth Advisors LLC |
2025 Q4
|
1/26/2026 |
44
|
$260 M
|
| Zeit Capital LLC |
2025 Q4
|
1/26/2026 |
27
|
$150 M
|
| THOMAS STORY & SON LLC |
2025 Q4
|
1/26/2026 |
51
|
$270 M
|
| LifeWealth Investments, LLC |
2025 Q1 - NEW HOLDINGS
|
1/26/2026 |
127
|
$210 M
|
| Nabity-Jensen Investment Management Inc |
2025 Q4
|
1/26/2026 |
70
|
$150 M
|
| Oceanside Advisors LLC |
2025 Q4
|
1/26/2026 |
50
|
$160 M
|
| Independent Wealth Network Inc. |
2025 Q4
|
1/26/2026 |
288
|
$330 M
|
| West Wealth Group, LLC |
2025 Q4
|
1/26/2026 |
127
|
$480 M
|
| CAMPBELL NEWMAN ASSET MANAGEMENT INC |
2025 Q4
|
1/26/2026 |
110
|
$1.4 B
|
| PRIVATE TRUST CO NA |
2025 Q4
|
1/26/2026 |
2,554
|
$1.1 B
|
| WRIGHT INVESTORS SERVICE INC |
2025 Q4
|
1/26/2026 |
235
|
$330 M
|
| Key Capital Management, INC |
2025 Q4
|
1/26/2026 |
535
|
$100 M
|
| Mirae Asset Global Investments Co., Ltd. |
2025 Q4
|
1/26/2026 |
2,364
|
$36 B
|
| BOYUM WEALTH ARCHITECTS LLC |
2025 Q4
|
1/26/2026 |
73
|
$210 M
|
| WBH ADVISORY INC |
2025 Q4
|
1/26/2026 |
343
|
$1.4 B
|
| Sellwood Investment Partners LLC |
2025 Q4
|
1/26/2026 |
59
|
$260 M
|
| PDS Planning, Inc |
2025 Q4
|
1/26/2026 |
553
|
$1.5 B
|
| JNBA Financial Advisors |
2025 Q4
|
1/26/2026 |
796
|
$1.1 B
|
| KILEY JUERGENS WEALTH MANAGEMENT, LLC |
2025 Q4
|
1/26/2026 |
74
|
$460 M
|
| BCM ADVISORS, LLC |
2025 Q4
|
1/26/2026 |
73
|
$520 M
|
| Variant Private Wealth, LLC |
2025 Q4
|
1/26/2026 |
40
|
$96 M
|
| LifeWealth Investments, LLC |
2025 Q4
|
1/26/2026 |
154
|
$320 M
|
| Moss Adams Wealth Advisors LLC |
2025 Q4
|
1/26/2026 |
447
|
$1.4 B
|
| SMART Wealth LLC |
2025 Q4
|
1/26/2026 |
188
|
$330 M
|
| QUATTRO FINANCIAL ADVISORS LLC |
2025 Q4
|
1/26/2026 |
82
|
$330 M
|
| CWC Advisors, LLC. |
2025 Q4
|
1/26/2026 |
150
|
$210 M
|
| MBM WEALTH CONSULTANTS, LLC |
2025 Q4
|
1/26/2026 |
110
|
$420 M
|
| BAXTER BROS INC |
2025 Q4
|
1/26/2026 |
165
|
$860 M
|
| Grey Rock Energy Management, LLC |
2025 Q4
|
1/26/2026 |
1
|
$260 M
|
| NorthLanding Financial Partners, LLC |
2025 Q4
|
1/26/2026 |
41
|
$120 M
|
| FORTERIS WEALTH MANAGEMENT INC. |
2025 Q4
|
1/26/2026 |
67
|
$100 M
|
| Level Financial Advisors |
2025 Q4
|
1/26/2026 |
95
|
$380 M
|
| Mountain Hill Investment Partners Corp. |
2025 Q4
|
1/26/2026 |
219
|
$140 M
|
| Prosperity Financial Group, Inc. |
2025 Q4
|
1/26/2026 |
184
|
$280 M
|
| Kampmann Melissa S. |
2025 Q4
|
1/26/2026 |
78
|
$140 M
|
| Great Point Wealth Advisors, LLC |
2025 Q4
|
1/26/2026 |
65
|
$550 M
|
| Fruth Investment Management |
2025 Q4
|
1/26/2026 |
220
|
$370 M
|
| Discipline Wealth Solutions, LLC |
2025 Q4
|
1/26/2026 |
168
|
$540 M
|
| ROBERT WOOD JOHNSON FOUNDATION |
2025 Q4
|
1/26/2026 |
2
|
$120 M
|
| Strid Group, LLC |
2025 Q4
|
1/26/2026 |
79
|
$800 M
|
| B&I Capital AG |
2025 Q4
|
1/26/2026 |
25
|
$280 M
|
| SONATA CAPITAL GROUP INC |
2025 Q4
|
1/26/2026 |
121
|
$280 M
|