| Intelligence Driven Advisers, LLC |
2025 Q4
|
1/23/2026 |
138
|
$700 M
|
| Financial Enhancement Group LLC |
2025 Q4
|
1/23/2026 |
135
|
$770 M
|
| ALLEN WEALTH MANAGEMENT, LLC |
2025 Q4
|
1/23/2026 |
60
|
$170 M
|
| Putney Financial Group LLC |
2025 Q4
|
1/23/2026 |
79
|
$110 M
|
| Westbourne Investment Advisors, Inc. |
2025 Q4
|
1/23/2026 |
116
|
$360 M
|
| NORRIS PERNE & FRENCH LLP/MI |
2025 Q4
|
1/23/2026 |
163
|
$1.5 B
|
| Tower View Wealth Management LLC |
2025 Q4
|
1/23/2026 |
176
|
$200 M
|
| JM2 Capital Inc. |
2025 Q4
|
1/23/2026 |
110
|
$120 M
|
| Inlight Wealth Management, LLC |
2025 Q4
|
1/23/2026 |
234
|
$270 M
|
| Summit Financial Consulting LLC |
2025 Q4
|
1/23/2026 |
43
|
$140 M
|
| Invera Wealth Advisors, LLC |
2025 Q4
|
1/23/2026 |
90
|
$160 M
|
| AMI ASSET MANAGEMENT CORP |
2025 Q4
|
1/23/2026 |
91
|
$1.8 B
|
| WEBSTER BANK, N. A. |
2025 Q4
|
1/23/2026 |
810
|
$1.1 B
|
| Eagle Bay Advisors LLC |
2025 Q4
|
1/23/2026 |
257
|
$140 M
|
| Calder Financial LLC |
2025 Q4
|
1/23/2026 |
39
|
$100 M
|
| Ervin Investment Management, LLC |
2025 Q4 - RESTATEMENT
|
1/23/2026 |
44
|
$180 M
|
| Prism Advisors, Inc. |
2025 Q4
|
1/23/2026 |
76
|
$380 M
|
| GW HENSSLER & ASSOCIATES LTD |
2025 Q3
|
1/23/2026 |
231
|
$2.0 B
|
| Third View Private Wealth, LLC |
2025 Q4
|
1/23/2026 |
269
|
$740 M
|
| TRANSCEND CAPITAL ADVISORS, LLC |
2025 Q4
|
1/23/2026 |
692
|
$1.3 B
|
| Power Alpha Investment Ltd |
2025 Q4
|
1/23/2026 |
5
|
$970 M
|
| TANDEM CAPITAL MANAGEMENT CORP /ADV |
2025 Q4
|
1/23/2026 |
115
|
$220 M
|
| Financial Futures Ltd Liability Co. |
2025 Q4
|
1/23/2026 |
69
|
$220 M
|
| Axos Invest Inc. |
2025 Q4
|
1/23/2026 |
22
|
$140 M
|
| Sheridan Capital Management, LLC |
2025 Q4
|
1/23/2026 |
35
|
$200 M
|
| Hudson Oak Wealth Advisory LLC |
2025 Q4
|
1/23/2026 |
55
|
$110 M
|
| Charter Oak Capital Management, LLC |
2025 Q4
|
1/23/2026 |
211
|
$1.3 B
|
| Portman Square Capital LLP |
2025 Q4
|
1/23/2026 |
117
|
$2.3 B
|
| High Net Worth Advisory Group LLC |
2025 Q4
|
1/23/2026 |
240
|
$430 M
|
| Arbor Investment Advisors, LLC |
2025 Q4
|
1/23/2026 |
111
|
$760 M
|
| Whitener Capital Management, Inc. |
2025 Q4
|
1/23/2026 |
169
|
$440 M
|
| State Insurance Fund |
2025 Q4
|
1/23/2026 |
1
|
$230 M
|
| FOURPATH CAPITAL MANAGEMENT, LLC |
2025 Q4
|
1/23/2026 |
228
|
$730 M
|
| WATERSHED PRIVATE WEALTH LLC |
2025 Q4
|
1/23/2026 |
115
|
$330 M
|
| GUYASUTA INVESTMENT ADVISORS INC |
2025 Q4
|
1/23/2026 |
265
|
$1.8 B
|
| Visionary Horizons, LLC |
2025 Q4
|
1/23/2026 |
113
|
$190 M
|
| State of Alaska, Department of Revenue |
2025 Q4
|
1/23/2026 |
3,587
|
$9.4 B
|
| FOREFRONT WEALTH MANAGEMENT INC. |
2025 Q4
|
1/23/2026 |
71
|
$140 M
|
| Uptown Financial Advisors LLC |
2025 Q4
|
1/23/2026 |
78
|
$140 M
|
| Aspect Partners, LLC |
2025 Q4
|
1/23/2026 |
955
|
$230 M
|
| TECTONIC ADVISORS LLC |
2025 Q4
|
1/23/2026 |
411
|
$1.9 B
|
| Westside Investment Management, Inc. |
2025 Q4
|
1/23/2026 |
1,944
|
$630 M
|
| Legacy Bridge, LLC |
2025 Q4
|
1/23/2026 |
464
|
$250 M
|
| Asset Advisors Investment Management, LLC |
2025 Q4
|
1/23/2026 |
108
|
$1.1 B
|
| HBW ADVISORY SERVICES LLC |
2025 Q4
|
1/23/2026 |
424
|
$920 M
|
| Sippican Capital Advisors |
2025 Q4
|
1/23/2026 |
113
|
$160 M
|
| E&G Advisors, LP |
2025 Q4
|
1/23/2026 |
231
|
$450 M
|
| Highland Financial Advisors, LLC |
2025 Q4
|
1/23/2026 |
66
|
$360 M
|
| Sage Investment Counsel LLC |
2025 Q4
|
1/23/2026 |
123
|
$91 M
|
| Gilliland Jeter Wealth Management LLC |
2025 Q4
|
1/23/2026 |
174
|
$330 M
|
| RFG Holdings, Inc. |
2025 Q4
|
1/23/2026 |
66
|
$400 M
|
| FSM Wealth Advisors, LLC |
2025 Q4
|
1/23/2026 |
307
|
$730 M
|
| Atala Financial Inc |
2025 Q4
|
1/23/2026 |
122
|
$160 M
|
| SMITH, MOORE & CO. |
2025 Q4
|
1/23/2026 |
526
|
$1.3 B
|
| Destiny Capital Corp/CO |
2025 Q4
|
1/23/2026 |
54
|
$190 M
|
| RETIREMENT GUYS FORMULA LLC |
2025 Q4
|
1/23/2026 |
150
|
$220 M
|
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. |
2025 Q4
|
1/23/2026 |
243
|
$1.6 B
|
| ALTERNA WEALTH MANAGEMENT, INC |
2025 Q4
|
1/23/2026 |
101
|
$120 M
|
| PARAGON CAPITAL MANAGEMENT INC |
2025 Q4
|
1/23/2026 |
74
|
$130 M
|
| VALLEY NATIONAL ADVISERS INC |
2025 Q4
|
1/23/2026 |
1,023
|
$720 M
|
| Old North State Wealth Management, LLC |
2025 Q4
|
1/23/2026 |
118
|
$210 M
|
| BAILLIE GIFFORD & CO |
2025 Q4
|
1/23/2026 |
902
|
$120 B
|
| KOM Wealth Management Group, LLC |
2025 Q4
|
1/23/2026 |
86
|
$140 M
|
| Lunate Capital Ltd |
2025 Q4
|
1/23/2026 |
6
|
$260 M
|
| James J. Burns & Company, LLC |
2025 Q4
|
1/23/2026 |
161
|
$720 M
|
| FINANCIAL ADVISORY PARTNERS, LLC |
2025 Q4
|
1/23/2026 |
66
|
$350 M
|
| ABLE Financial Group, LLC |
2025 Q4
|
1/23/2026 |
210
|
$490 M
|
| FFG Partners, LLC |
2025 Q4
|
1/23/2026 |
39
|
$340 M
|
| Brown Miller Wealth Management, LLC |
2025 Q4
|
1/23/2026 |
276
|
$360 M
|
| Smallwood Wealth Investment Management, LLC |
2025 Q4
|
1/23/2026 |
521
|
$190 M
|
| Private Wealth Management Group, LLC |
2025 Q4
|
1/23/2026 |
1,482
|
$370 M
|
| Chronos Wealth Management, LLC |
2025 Q4
|
1/23/2026 |
39
|
$220 M
|
| High Ground Investment Management LLP |
2025 Q4
|
1/23/2026 |
6
|
$690 M
|
| Capital Investment Counsel, Inc |
2025 Q4
|
1/23/2026 |
261
|
$850 M
|
| NORTHLAND SECURITIES, INC. |
2025 Q4
|
1/23/2026 |
111
|
$100 M
|
| CATHY PARETO & ASSOCIATES, INC |
2025 Q4
|
1/23/2026 |
92
|
$140 M
|
| MASTERCARD FOUNDATION ASSET MANAGEMENT CORP |
2025 Q4
|
1/23/2026 |
3
|
$41 B
|
| AUA CAPITAL MANAGEMENT, LLC |
2025 Q4
|
1/23/2026 |
80
|
$200 M
|
| Stanley-Laman Group, Ltd. |
2025 Q4
|
1/23/2026 |
306
|
$790 M
|
| Andrew Hill Investment Advisors, Inc. |
2025 Q4
|
1/23/2026 |
47
|
$130 M
|
| Running Oak Capital LLC |
2025 Q4
|
1/23/2026 |
109
|
$800 M
|
| OGOREK ANTHONY JOSEPH /NY/ /ADV |
2025 Q4
|
1/23/2026 |
708
|
$360 M
|
| Live Oak Private Wealth LLC |
2025 Q4
|
1/23/2026 |
198
|
$730 M
|
| DEPRINCE RACE & ZOLLO INC |
2025 Q4
|
1/23/2026 |
183
|
$5.2 B
|
| Castellan Group |
2025 Q4
|
1/23/2026 |
61
|
$800 M
|
| IRIDIAN ASSET MANAGEMENT LLC/CT |
2025 Q4
|
1/23/2026 |
46
|
$270 M
|
| Oxler Private Wealth LLC |
2025 Q4
|
1/23/2026 |
90
|
$350 M
|
| MONARCH CAPITAL MANAGEMENT INC |
2025 Q4
|
1/23/2026 |
124
|
$410 M
|
| Bayhunt Capital LLC |
2025 Q4
|
1/23/2026 |
18
|
$180 M
|
| Legacy Financial Strategies, LLC |
2025 Q4
|
1/23/2026 |
138
|
$560 M
|
| U.S. Capital Wealth Advisors, LLC |
2025 Q4
|
1/23/2026 |
988
|
$3.8 B
|
| PMG Wealth Management, Inc. |
2025 Q4
|
1/23/2026 |
56
|
$140 M
|
| Blue Sky Capital Consultants Group, Inc. |
2025 Q4
|
1/23/2026 |
77
|
$230 M
|
| FOUNDERS CAPITAL MANAGEMENT, LLC |
2025 Q4
|
1/23/2026 |
79
|
$670 M
|
| CAMBIAR INVESTORS LLC |
2025 Q4
|
1/23/2026 |
146
|
$2.2 B
|
| TT International Asset Management LTD |
2025 Q4
|
1/23/2026 |
41
|
$470 M
|
| Hardman Johnston Global Advisors LLC |
2025 Q4
|
1/23/2026 |
71
|
$2.1 B
|
| Hedeker Wealth, LLC |
2025 Q4
|
1/23/2026 |
87
|
$480 M
|
| Curbstone Financial Management Corp |
2025 Q4
|
1/23/2026 |
201
|
$520 M
|
| BRIGHT FINANCIAL ADVISORS, INC. |
2025 Q4
|
1/23/2026 |
65
|
$210 M
|