| CASCADE INVESTMENT GROUP, INC. |
2025 Q4
|
1/22/2026 |
143
|
$150 M
|
| COLUMBIA ADVISORY PARTNERS LLC |
2025 Q4
|
1/22/2026 |
90
|
$150 M
|
| Amtrust Financial Services, Inc. |
2025 Q4
|
1/22/2026 |
15
|
$320 M
|
| ENCOMPASS WEALTH ADVISORS, LLC |
2025 Q4
|
1/22/2026 |
101
|
$290 M
|
| True North Advisors, LLC |
2025 Q4
|
1/22/2026 |
250
|
$770 M
|
| Flagship Capital Management Inc. |
2025 Q4
|
1/22/2026 |
47
|
$140 M
|
| FOUNDATION RESOURCE MANAGEMENT INC |
2025 Q4
|
1/22/2026 |
52
|
$750 M
|
| Carlton Hofferkamp & Jenks Wealth Management, LLC |
2025 Q4
|
1/22/2026 |
140
|
$300 M
|
| Ifrah Financial Services, Inc. |
2025 Q4
|
1/22/2026 |
209
|
$390 M
|
| Fiduciary Planning LLC |
2025 Q4
|
1/22/2026 |
75
|
$330 M
|
| Intergy Private Wealth, LLC |
2025 Q4
|
1/22/2026 |
116
|
$330 M
|
| Vavra Capital Management, LLC |
2025 Q4
|
1/22/2026 |
23
|
$100 M
|
| Systelligence, LLC |
2025 Q4
|
1/22/2026 |
52
|
$530 M
|
| INVESTMENT ADVISORY SERVICES INC /TX /ADV |
2025 Q4
|
1/22/2026 |
126
|
$320 M
|
| JACKSON THORNTON WEALTH MANAGEMENT, LLC |
2025 Q4
|
1/22/2026 |
588
|
$1.1 B
|
| ROFFMAN MILLER ASSOCIATES INC /PA/ |
2025 Q4
|
1/22/2026 |
85
|
$1.8 B
|
| SEARCY FINANCIAL SERVICES INC /ADV |
2025 Q4
|
1/22/2026 |
25
|
$270 M
|
| Quotient Wealth Partners, LLC |
2025 Q4
|
1/22/2026 |
353
|
$3.8 B
|
| TSA Wealth Managment LLC |
2025 Q4
|
1/22/2026 |
89
|
$300 M
|
| BNC WEALTH MANAGEMENT, LLC |
2025 Q4
|
1/22/2026 |
106
|
$390 M
|
| Paragon Capital Management Ltd |
2025 Q4
|
1/22/2026 |
195
|
$500 M
|
| Trium Capital LLP |
2025 Q4
|
1/22/2026 |
50
|
$130 M
|
| Christensen, King & Associates Investment Services, Inc. |
2025 Q4
|
1/22/2026 |
106
|
$230 M
|
| Flower City Capital |
2025 Q4
|
1/22/2026 |
44
|
$200 M
|
| Elm3 Financial Group, LLC |
2025 Q4
|
1/22/2026 |
113
|
$120 M
|
| VICUS CAPITAL |
2025 Q4
|
1/22/2026 |
259
|
$1.3 B
|
| VISION FINANCIAL MARKETS LLC |
2025 Q4
|
1/22/2026 |
409
|
$98 M
|
| Benefit Street Partners LLC |
2025 Q4
|
1/22/2026 |
17
|
$91 M
|
| Ransom Advisory, Ltd |
2024 Q4
|
1/22/2026 |
408
|
$220 M
|
| Ransom Advisory, Ltd |
2024 Q3
|
1/22/2026 |
411
|
$210 M
|
| Ransom Advisory, Ltd |
2024 Q2
|
1/22/2026 |
404
|
$200 M
|
| CASTLE WEALTH MANAGEMENT LLC |
2025 Q4
|
1/22/2026 |
132
|
$300 M
|
| ETF Store, Inc. |
2025 Q4
|
1/22/2026 |
98
|
$98 M
|
| Ransom Advisory, Ltd |
2024 Q1
|
1/22/2026 |
341
|
$190 M
|
| JCIC Asset Management Inc. |
2025 Q4
|
1/22/2026 |
114
|
$330 M
|
| Fiduciary Alliance LLC |
2025 Q4
|
1/22/2026 |
510
|
$1.5 B
|
| Treasure Coast Financial Planning |
2025 Q4
|
1/22/2026 |
46
|
$190 M
|
| Wealth Group, Ltd. |
2025 Q4
|
1/22/2026 |
84
|
$100 M
|
| WESTBOURNE INVESTMENTS, INC. |
2025 Q4
|
1/22/2026 |
138
|
$210 M
|
| SHIKIAR ASSET MANAGEMENT INC |
2025 Q4
|
1/22/2026 |
99
|
$400 M
|
| NORTHCAPE WEALTH MANAGEMENT, LLC |
2025 Q4
|
1/22/2026 |
138
|
$350 M
|
| MOUNT VERNON ASSOCIATES INC /MD/ |
2025 Q4
|
1/22/2026 |
60
|
$150 M
|
| Mechanics Financial Corp |
2025 Q4
|
1/22/2026 |
233
|
$270 M
|
| Trinity Street Asset Management LLP |
2025 Q4
|
1/22/2026 |
22
|
$1.6 B
|
| V-Square Quantitative Management LLC |
2025 Q4
|
1/22/2026 |
696
|
$960 M
|
| WASHBURN CAPITAL MANAGEMENT, INC. |
2025 Q4
|
1/22/2026 |
57
|
$180 M
|
| Phoenix Wealth Advisors |
2025 Q4
|
1/22/2026 |
127
|
$260 M
|
| Campbell Deegan Wealth Management, LLC |
2025 Q4
|
1/22/2026 |
46
|
$120 M
|
| Willis Investment Counsel |
2025 Q4
|
1/22/2026 |
130
|
$1.9 B
|
| MASECO LLP |
2025 Q4
|
1/22/2026 |
543
|
$2.3 B
|
| Franklin, Parlapiano, Turner & Welch, LLC |
2025 Q4
|
1/22/2026 |
52
|
$400 M
|
| PERSONAL CFO SOLUTIONS, LLC |
2025 Q4
|
1/22/2026 |
504
|
$630 M
|
| AllGen Financial Advisors, Inc. |
2025 Q4
|
1/22/2026 |
40
|
$420 M
|
| WealthBridge Investment Counsel Inc. |
2025 Q4
|
1/22/2026 |
42
|
$330 M
|
| NIPPON LIFE INSURANCE CO |
2025 Q4
|
1/22/2026 |
4
|
$5.8 B
|
| HILL ISLAND FINANCIAL LLC |
2025 Q4
|
1/22/2026 |
80
|
$420 M
|
| Monte Financial Group, LLC |
2025 Q4
|
1/22/2026 |
93
|
$270 M
|
| CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC |
2025 Q4
|
1/22/2026 |
7
|
$36 M
|
| Centennial Advisors, LLC |
2025 Q4
|
1/22/2026 |
80
|
$77 M
|
| CarsonAllaria Wealth Management, Ltd. |
2025 Q4
|
1/22/2026 |
67
|
$200 M
|
| YARGER WEALTH STRATEGIES, LLC |
2025 Q4
|
1/22/2026 |
124
|
$230 M
|
| BEACON FINANCIAL PLANNING, INC |
2025 Q4
|
1/22/2026 |
51
|
$210 M
|
| Squire Investment Management Company, LLC |
2025 Q4
|
1/22/2026 |
74
|
$330 M
|
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
2025 Q4
|
1/22/2026 |
21
|
$9.3 B
|
| OFI INVEST ASSET MANAGEMENT |
2025 Q4
|
1/22/2026 |
370
|
$7.0 B
|
| Cache Advisors, LLC |
2025 Q4
|
1/22/2026 |
116
|
$810 M
|
| Powers Advisory Group, LLC |
2025 Q4
|
1/22/2026 |
126
|
$270 M
|
| Montz Harcus Wealth Management LLC |
2025 Q4
|
1/22/2026 |
89
|
$250 M
|
| Upper Left Wealth Management, LLC |
2025 Q4
|
1/22/2026 |
67
|
$160 M
|
| Glencore plc |
2025 Q4
|
1/22/2026 |
4
|
$7.9 B
|
| GREENBERG FINANCIAL GROUP |
2025 Q4
|
1/22/2026 |
113
|
$240 M
|
| CCLA Investment Management |
2025 Q4
|
1/22/2026 |
55
|
$6.2 B
|
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC |
2025 Q4
|
1/21/2026 |
321
|
$180 M
|
| Bear Mountain Capital, Inc. |
2025 Q4
|
1/21/2026 |
199
|
$310 M
|
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV |
2025 Q4
|
1/21/2026 |
102
|
$120 M
|
| Lesa Sroufe & Co |
2025 Q4
|
1/21/2026 |
69
|
$130 M
|
| Echo Wealth Management, LLC |
2025 Q4
|
1/21/2026 |
46
|
$170 M
|
| Darwin Wealth Management, LLC |
2025 Q4
|
1/21/2026 |
661
|
$320 M
|
| CAPSTONE CAPITAL LLC |
2025 Q4
|
1/21/2026 |
20
|
$150 M
|
| EVERMAY WEALTH MANAGEMENT LLC |
2025 Q4
|
1/21/2026 |
571
|
$890 M
|
| WETZEL INVESTMENT ADVISORS, INC. |
2025 Q4
|
1/21/2026 |
161
|
$250 M
|
| Demars Financial Group, LLC |
2025 Q4
|
1/21/2026 |
89
|
$300 M
|
| FMB WEALTH MANAGEMENT |
2025 Q4
|
1/21/2026 |
128
|
$250 M
|
| Addenda Capital Inc. |
2025 Q4
|
1/21/2026 |
125
|
$3.4 B
|
| FINANCIAL CONSULATE, INC |
2025 Q4
|
1/21/2026 |
1,339
|
$730 M
|
| Comprehensive Money Management Services LLC |
2025 Q4
|
1/21/2026 |
190
|
$150 M
|
| Newman Dignan & Sheerar, Inc. |
2025 Q4
|
1/21/2026 |
188
|
$480 M
|
| Weaver Capital Management LLC |
2025 Q4
|
1/21/2026 |
184
|
$470 M
|
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
2025 Q4
|
1/21/2026 |
209
|
$6.6 B
|
| Altus Wealth Management, LLC |
2025 Q4
|
1/21/2026 |
30
|
$230 M
|
| Prime Capital Investment Advisors, LLC |
2025 Q4
|
1/21/2026 |
1,044
|
$8.2 B
|
| McNamara Financial Services, Inc. |
2025 Q4
|
1/21/2026 |
101
|
$530 M
|
| Compass Advisory Group LLC |
2025 Q4
|
1/21/2026 |
84
|
$370 M
|
| Ergawealth Advisors, Inc. |
2025 Q4
|
1/21/2026 |
54
|
$220 M
|
| TRUEFG, LLC |
2025 Q4
|
1/21/2026 |
69
|
$370 M
|
| SUTTON PLACE INVESTORS LLC |
2025 Q4
|
1/21/2026 |
130
|
$180 M
|
| Baker Ellis Asset Management LLC |
2025 Q4
|
1/21/2026 |
260
|
$830 M
|
| Greenhouse Wealth Management, LLC |
2025 Q4
|
1/21/2026 |
60
|
$170 M
|
| Westfuller Advisors, LLC |
2025 Q4
|
1/21/2026 |
772
|
$250 M
|
| JACKSON SQUARE CAPITAL, LLC |
2025 Q4
|
1/21/2026 |
152
|
$510 M
|