| 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
|
| Kelsey Financial, LLC |
2025 Q4
|
1/23/2026 |
62
|
$120 M
|
| BURNEY CO/ |
2025 Q4
|
1/23/2026 |
689
|
$3.2 B
|
| First PREMIER Bank |
2025 Q4
|
1/23/2026 |
584
|
$440 M
|
| GREENUP STREET WEALTH MANAGEMENT LLC |
2025 Q4 - RESTATEMENT
|
1/23/2026 |
119
|
$690 M
|
| GENWORTH FINANCIAL INC |
2025 Q4
|
1/23/2026 |
2
|
$450 M
|
| TCV Trust & Wealth Management, Inc. |
2025 Q4
|
1/23/2026 |
417
|
$1.2 B
|
| Ashford Advisors, LLC |
2025 Q4
|
1/23/2026 |
20
|
$460 M
|
| LILLY ENDOWMENT INC |
2025 Q4
|
1/23/2026 |
1
|
$99 B
|
| Yorktown Management & Research Co Inc |
2025 Q4
|
1/23/2026 |
219
|
$130 M
|
| Aldebaran Financial Inc. |
2025 Q4
|
1/23/2026 |
77
|
$110 M
|
| Valley Brook Capital Group, Inc. |
2025 Q4
|
1/23/2026 |
120
|
$150 M
|
| HF Advisory Group, LLC |
2025 Q4 - RESTATEMENT
|
1/23/2026 |
168
|
$290 M
|
| INTEGRATED WEALTHCARE, LLC |
2025 Q4
|
1/23/2026 |
28
|
$120 M
|
| Axiom Financial Strategies, LLC |
2025 Q4
|
1/23/2026 |
49
|
$240 M
|
| Armbruster Capital Management, Inc. |
2025 Q4
|
1/23/2026 |
132
|
$600 M
|
| Kagan Cocozza Asset Management |
2025 Q4
|
1/23/2026 |
64
|
$140 M
|
| HELIOS CAPITAL MANAGEMENT PTE. LTD |
2025 Q4
|
1/23/2026 |
37
|
$150 M
|
| CHOREO, LLC |
2025 Q4
|
1/23/2026 |
1,575
|
$7.8 B
|
| Nationwide Fund Advisors |
2025 Q4
|
1/23/2026 |
10
|
$2.3 B
|
| DARA CAPITAL US, INC. |
2025 Q4
|
1/23/2026 |
119
|
$110 M
|
| Fifth Third Securities, Inc. |
2025 Q4
|
1/23/2026 |
332
|
$1.5 B
|
| Fortune Financial Advisors, LLC |
2025 Q4
|
1/23/2026 |
99
|
$150 M
|
| NBT BANK N A /NY |
2025 Q4
|
1/23/2026 |
1,374
|
$1.5 B
|
| Gibbs Wealth Management |
2025 Q4
|
1/23/2026 |
325
|
$410 M
|
| KELLY FINANCIAL GROUP LLC |
2025 Q4
|
1/23/2026 |
96
|
$390 M
|
| Bowman & Co S.C. |
2025 Q4
|
1/23/2026 |
118
|
$240 M
|
| Family Investment Center, Inc. |
2025 Q4
|
1/23/2026 |
97
|
$500 M
|
| Gilbert Capital Group, Inc. |
2025 Q4
|
1/23/2026 |
53
|
$130 M
|
| Fort Henry Capital, LLC |
2025 Q4
|
1/23/2026 |
16
|
$160 M
|
| Integrated Financial Solutions, Inc. |
2025 Q4
|
1/23/2026 |
34
|
$170 M
|
| Sumitomo Mitsui Trust Group, Inc. |
2025 Q4
|
1/23/2026 |
1,049
|
$170 B
|
| Luma Capital S.A. - SPF |
2025 Q4
|
1/23/2026 |
11
|
$110 M
|
| Palouse Capital Management, Inc. |
2025 Q4
|
1/22/2026 |
162
|
$160 M
|
| Beacon Harbor Wealth Advisors, Inc. |
2025 Q4
|
1/22/2026 |
70
|
$450 M
|
| ALTFEST L J & CO INC |
2025 Q4
|
1/22/2026 |
330
|
$910 M
|
| Colorado Capital Management, Inc. |
2025 Q4
|
1/22/2026 |
105
|
$270 M
|
| BROWN, LISLE/CUMMINGS, INC. |
2025 Q4
|
1/22/2026 |
742
|
$410 M
|
| Ariston Services Group |
2025 Q4
|
1/22/2026 |
70
|
$170 M
|
| Newton One Investments LLC |
2025 Q4
|
1/22/2026 |
120
|
$340 M
|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC |
2025 Q4
|
1/22/2026 |
363
|
$2.1 B
|
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
2025 Q4
|
1/22/2026 |
101
|
$640 M
|
| Robbins Farley |
2025 Q4
|
1/22/2026 |
146
|
$220 M
|
| Laurel Wealth Planning LLC |
2025 Q4
|
1/22/2026 |
57
|
$180 M
|
| Curtis Advisory Group, LLC |
2025 Q4
|
1/22/2026 |
116
|
$480 M
|
| Kooman & Associates |
2025 Q4
|
1/22/2026 |
53
|
$340 M
|
| Azarias Capital Management, L.P. |
2025 Q4
|
1/22/2026 |
25
|
$230 M
|
| Clarity Wealth Advisors, LLC |
2025 Q4
|
1/22/2026 |
111
|
$490 M
|
| Northwest Quadrant Wealth Management, LLC |
2025 Q4
|
1/22/2026 |
71
|
$480 M
|
| DHJJ Financial Advisors, Ltd. |
2025 Q4
|
1/22/2026 |
1,039
|
$300 M
|
| Stanich Group LLC |
2025 Q4
|
1/22/2026 |
47
|
$130 M
|
| Financial Designs Corp |
2025 Q4
|
1/22/2026 |
23
|
$180 M
|
| Fonville Wealth Management LLC |
2025 Q4
|
1/22/2026 |
127
|
$490 M
|
| RITHOLTZ WEALTH MANAGEMENT |
2025 Q4
|
1/22/2026 |
1,119
|
$5.5 B
|
| Journey Beyond Wealth, LLC |
2025 Q4
|
1/22/2026 |
31
|
$130 M
|
| Diversify Advisory Services, LLC |
2025 Q4
|
1/22/2026 |
913
|
$3.2 B
|
| Gainplan LLC |
2025 Q4
|
1/22/2026 |
65
|
$270 M
|
| Bouvel Investment Partners, LLC |
2025 Q4
|
1/22/2026 |
80
|
$350 M
|
| Howard Capital Management Inc. |
2025 Q4
|
1/22/2026 |
426
|
$7.7 B
|
| FACTORY MUTUAL INSURANCE CO |
2025 Q4
|
1/22/2026 |
196
|
$9.9 B
|
| Windle Wealth, LLC |
2025 Q4
|
1/22/2026 |
34
|
$220 M
|
| Bryant Woods Investment Advisors, LLC |
2025 Q4
|
1/22/2026 |
49
|
$260 M
|
| Twelve Points Wealth Management LLC |
2025 Q4
|
1/22/2026 |
196
|
$440 M
|
| Community Bank of Raymore |
2025 Q4
|
1/22/2026 |
121
|
$150 M
|
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. |
2025 Q4
|
1/22/2026 |
185
|
$1.4 B
|
| GUARDIAN INVESTMENT MANAGEMENT |
2025 Q4
|
1/22/2026 |
56
|
$130 M
|
| Wallace Advisory Group, LLC |
2025 Q4
|
1/22/2026 |
239
|
$95 M
|
| Mid-American Wealth Advisory Group, Inc. |
2025 Q4
|
1/22/2026 |
55
|
$240 M
|
| Clear Creek Financial Management, LLC |
2025 Q4
|
1/22/2026 |
581
|
$1.2 B
|
| Fortress Financial Solutions, LLC |
2025 Q4
|
1/22/2026 |
59
|
$98 M
|
| TI-TRUST, INC |
2025 Q4
|
1/22/2026 |
129
|
$160 M
|
| McCarthy & Cox |
2025 Q4
|
1/22/2026 |
18
|
$8.3 M
|
| Capital Planning LLC |
2025 Q4
|
1/22/2026 |
84
|
$360 M
|
| Elevate Capital Advisors, LLC |
2025 Q4
|
1/22/2026 |
78
|
$150 M
|
| Mainsail Financial Group, LLC |
2025 Q4
|
1/22/2026 |
63
|
$240 M
|
| SFM, LLC |
2025 Q4
|
1/22/2026 |
60
|
$170 M
|
| Kellett Wealth Advisors, LLC |
2025 Q4
|
1/22/2026 |
79
|
$180 M
|
| Successful Portfolios LLC |
2025 Q4
|
1/22/2026 |
192
|
$200 M
|
| Vestment Financial LLC |
2025 Q4
|
1/22/2026 |
44
|
$190 M
|
| S. R. Schill & Associates |
2025 Q4
|
1/22/2026 |
25
|
$140 M
|