| 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
|
| 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
|