| ANDREWS, LUCIA WEALTH MANAGEMENT LLC |
2025 Q4
|
1/26/2026 |
33
|
$170 M
|
| Parcion Private Wealth LLC |
2025 Q4
|
1/26/2026 |
483
|
$1.6 B
|
| Pursuit Wealth Management LLC |
2025 Q4
|
1/26/2026 |
118
|
$120 M
|
| Kelman-Lazarov, Inc. |
2025 Q4
|
1/26/2026 |
134
|
$700 M
|
| Yoffe Investment Management, LLC |
2025 Q4
|
1/26/2026 |
113
|
$78 M
|
| MEANS INVESTMENT CO., INC. |
2025 Q4
|
1/26/2026 |
191
|
$1.2 B
|
| SWF LLC |
2025 Q4
|
1/26/2026 |
18
|
$990 M
|
| BlueSky Wealth Advisors, LLC |
2025 Q4
|
1/26/2026 |
78
|
$760 M
|
| Haven Global Partners, LLC |
2025 Q4
|
1/26/2026 |
10
|
$140 M
|
| Cornerstone Wealth Group, LLC |
2025 Q4
|
1/26/2026 |
393
|
$1.5 B
|
| Clean Yield Group |
2025 Q4
|
1/26/2026 |
410
|
$360 M
|
| Dynamic Financial Group |
2025 Q4
|
1/26/2026 |
69
|
$120 M
|
| DBK Financial Counsel, LLC |
2025 Q4
|
1/26/2026 |
59
|
$130 M
|
| Liberty Capital Management, Inc. |
2025 Q4
|
1/26/2026 |
180
|
$540 M
|
| Dakota Community Bank & Trust NA |
2025 Q4
|
1/26/2026 |
101
|
$29 M
|
| Jacobsen Capital Management |
2025 Q4
|
1/26/2026 |
121
|
$310 M
|
| CWM, LLC |
2025 Q4
|
1/26/2026 |
5,622
|
$37 B
|
| Second Half Financial Partners, LLC |
2025 Q4
|
1/26/2026 |
102
|
$230 M
|
| Nicholson Wealth Management Group, LLC |
2025 Q4
|
1/26/2026 |
108
|
$170 M
|
| GREENWOOD CAPITAL ASSOCIATES LLC |
2025 Q4
|
1/26/2026 |
256
|
$920 M
|
| Provenance Wealth Advisors, LLC |
2025 Q4
|
1/26/2026 |
419
|
$900 M
|
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV |
2025 Q4
|
1/26/2026 |
746
|
$1.9 B
|
| Lightrock Netherlands B.V. |
2025 Q4
|
1/26/2026 |
39
|
$480 M
|
| Northwest Capital Management Inc |
2025 Q4
|
1/26/2026 |
92
|
$23 M
|
| Trinity Legacy Partners, LLC |
2025 Q4
|
1/26/2026 |
97
|
$440 M
|
| United Advisor Group, LLC |
2025 Q4
|
1/26/2026 |
486
|
$800 M
|
| Hassell Wealth Management, LLC |
2025 Q4
|
1/26/2026 |
26
|
$300 M
|
| CHILDRESS CAPITAL ADVISORS, LLC |
2025 Q4
|
1/26/2026 |
405
|
$620 M
|
| KBC Group NV |
2025 Q4
|
1/26/2026 |
2,390
|
$44 B
|
| BTS Asset Management, Inc. |
2025 Q4
|
1/26/2026 |
32
|
$74 M
|
| Towne Trust Company, N.A |
2025 Q4
|
1/26/2026 |
357
|
$320 M
|
| Adelphi Trust Co |
2025 Q4
|
1/26/2026 |
171
|
$120 M
|
| LBP AM SA |
2025 Q4
|
1/26/2026 |
497
|
$8.6 B
|
| ROMAN BUTLER FULLERTON & CO |
2025 Q4
|
1/26/2026 |
264
|
$380 M
|
| PEOPLES FINANCIAL SERVICES CORP. |
2025 Q4
|
1/26/2026 |
397
|
$210 M
|
| WorthPointe, LLC |
2025 Q4
|
1/26/2026 |
133
|
$380 M
|
| CMC Financial Group |
2025 Q4
|
1/26/2026 |
34
|
$56 M
|
| Slagle Financial, LLC |
2025 Q4
|
1/26/2026 |
118
|
$290 M
|
| Consilium Wealth Advisory, LLC |
2025 Q4
|
1/26/2026 |
94
|
$270 M
|
| Great Hill Capital LLC |
2025 Q4
|
1/26/2026 |
50
|
$1.0 B
|
| LS Investment Advisors, LLC |
2025 Q4
|
1/26/2026 |
131
|
$710 M
|
| Hixon Zuercher, LLC |
2025 Q4
|
1/26/2026 |
88
|
$330 M
|
| Sather Financial Group Inc |
2025 Q4
|
1/26/2026 |
135
|
$1.9 B
|
| DIVERSIFIED MANAGEMENT INC |
2025 Q4
|
1/26/2026 |
177
|
$430 M
|
| Northwest Financial Advisors |
2025 Q4
|
1/26/2026 |
66
|
$49 M
|
| Svenska Handelsbanken AB (publ) |
2025 Q4
|
1/26/2026 |
1
|
$1.2 k
|
| Generali Investments Towarzystwo Funduszy Inwestycyjnych |
2025 Q4
|
1/26/2026 |
141
|
$210 M
|
| Turner Capital Investments, LLC |
2025 Q4
|
1/26/2026 |
6
|
$88 M
|
| WEALTH EFFECTS LLC |
2025 Q4
|
1/26/2026 |
218
|
$320 M
|
| First Bancorp, Inc /ME/ |
2025 Q4
|
1/26/2026 |
227
|
$190 M
|
| PURSUE WEALTH PARTNERS LLC |
2025 Q4
|
1/26/2026 |
104
|
$210 M
|
| Border to Coast Pensions Partnership Ltd |
2025 Q4
|
1/26/2026 |
88
|
$5.7 B
|
| Financial Guidance Group, Inc. |
2025 Q4
|
1/26/2026 |
89
|
$240 M
|
| Equity Wealth Partners, LLC |
2025 Q4
|
1/26/2026 |
78
|
$150 M
|
| Austin Wealth Management, LLC |
2025 Q4
|
1/26/2026 |
164
|
$680 M
|
| PPSC Investment Service Corp |
2025 Q4
|
1/26/2026 |
8
|
$1.3 B
|
| PFG Investments, LLC |
2025 Q4
|
1/26/2026 |
1,150
|
$2.1 B
|
| Consolidated Portfolio Review Corp |
2025 Q4
|
1/26/2026 |
34
|
$1.2 B
|
| Cottage Street Advisors LLC |
2025 Q4
|
1/26/2026 |
143
|
$240 M
|
| XY Planning Network, Inc. |
2025 Q4
|
1/26/2026 |
248
|
$570 M
|
| PayPay Securities Corp |
2025 Q4
|
1/26/2026 |
280
|
$3.4 M
|
| MRWM Advisors, LLC |
2025 Q4
|
1/26/2026 |
76
|
$190 M
|
| WJ Interests, LLC |
2025 Q4
|
1/26/2026 |
19
|
$230 M
|
| Farnam Financial LLC |
2025 Q4
|
1/26/2026 |
53
|
$130 M
|
| DeLarme Wealth Management, Inc. |
2025 Q4
|
1/26/2026 |
62
|
$140 M
|
| Drum Hill Capital, LLC |
2025 Q4
|
1/26/2026 |
49
|
$96 M
|
| FACTORIAL MANAGEMENT Ltd |
2025 Q4
|
1/26/2026 |
3
|
$4.8 M
|
| Generali Powszechne Towarzystwo Emerytalne |
2025 Q4
|
1/26/2026 |
30
|
$580 M
|
| LAM GROUP, INC. |
2025 Q4
|
1/23/2026 |
75
|
$170 M
|
| Bridgewater Advisors Inc. |
2025 Q4
|
1/23/2026 |
448
|
$1.5 B
|
| TFC Financial Management, Inc. |
2025 Q4
|
1/23/2026 |
963
|
$800 M
|
| BELLEVUE ASSET MANAGEMENT, LLC |
2025 Q4
|
1/23/2026 |
489
|
$310 M
|
| John S. & James L. Knight Foundation, Inc. |
2025 Q4
|
1/23/2026 |
3
|
$130 M
|
| BINGHAM PRIVATE WEALTH, LLC |
2025 Q4
|
1/23/2026 |
151
|
$120 M
|
| Sunpointe, LLC |
2025 Q4
|
1/23/2026 |
261
|
$300 M
|
| Farther Finance Advisors, LLC |
2025 Q4
|
1/23/2026 |
5,474
|
$9.3 B
|
| Warburton Capital Management, LLC |
2025 Q4
|
1/23/2026 |
61
|
$180 M
|
| G2 CAPITAL MANAGEMENT, LLC / OH |
2025 Q4
|
1/23/2026 |
71
|
$410 M
|
| Sage Mountain Advisors LLC |
2025 Q4
|
1/23/2026 |
559
|
$1.9 B
|
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC |
2025 Q4
|
1/23/2026 |
85
|
$110 M
|
| GUIDANCE CAPITAL, INC |
2025 Q4
|
1/23/2026 |
222
|
$410 M
|
| Lester Murray Antman dba SimplyRich |
2025 Q4
|
1/23/2026 |
199
|
$380 M
|
| Split Rock Private Trading & Wealth Management, LLC |
2025 Q4
|
1/23/2026 |
36
|
$120 M
|
| ZWJ INVESTMENT COUNSEL INC |
2025 Q4
|
1/23/2026 |
238
|
$2.8 B
|
| FORTRESS FINANCIAL GROUP, LLC |
2025 Q4
|
1/23/2026 |
81
|
$140 M
|
| Legacy Advisory Services, LLC |
2025 Q4
|
1/23/2026 |
50
|
$130 M
|
| True Wind Capital Management, L.P. |
2025 Q4
|
1/23/2026 |
2
|
$260 M
|
| GRITSTONE ASSET MANAGEMENT LLC |
2025 Q4
|
1/23/2026 |
148
|
$100 M
|
| Roberts Financial Services LLC |
2025 Q4
|
1/23/2026 |
30
|
$320 M
|
| Investment Advisory Group, LLC |
2025 Q4
|
1/23/2026 |
194
|
$390 M
|
| Blankinship & Foster, LLC |
2025 Q4
|
1/23/2026 |
79
|
$460 M
|
| R. W. Roge & Company, Inc. |
2025 Q4
|
1/23/2026 |
63
|
$200 M
|
| Octavia Wealth Advisors, LLC |
2025 Q4
|
1/23/2026 |
249
|
$1.0 B
|
| Freestone Capital Holdings, LLC |
2025 Q4
|
1/23/2026 |
556
|
$3.4 B
|
| CURA WEALTH ADVISORS, LLC |
2025 Q4
|
1/23/2026 |
141
|
$260 M
|
| Tyche Wealth Partners LLC |
2025 Q4
|
1/23/2026 |
336
|
$630 M
|
| NATURAL INVESTMENTS, LLC |
2025 Q4
|
1/23/2026 |
280
|
$400 M
|
| Family CFO Inc |
2025 Q4
|
1/23/2026 |
87
|
$220 M
|
| BSW Wealth Partners |
2025 Q4
|
1/23/2026 |
322
|
$830 M
|
| PATTON FUND MANAGEMENT, INC. |
2025 Q4
|
1/23/2026 |
472
|
$750 M
|