| Capital Advisors, Ltd. LLC |
2025 Q4
|
1/21/2026 |
1,536
|
$890 M
|
| Mason & Associates, LLC |
2025 Q4
|
1/21/2026 |
39
|
$440 M
|
| Robinhood Asset Management, LLC |
2025 Q4
|
1/21/2026 |
80
|
$1.3 B
|
| Citadel Investment Advisory, Inc. |
2025 Q4
|
1/21/2026 |
79
|
$230 M
|
| LANDAAS & CO /WI /ADV |
2025 Q4
|
1/21/2026 |
126
|
$450 M
|
| GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ |
2025 Q4
|
1/21/2026 |
94
|
$53 M
|
| Main Line Retirement Advisors, LLC |
2025 Q4 - RESTATEMENT
|
1/21/2026 |
46
|
$200 M
|
| Summa Corp. |
2025 Q4
|
1/21/2026 |
83
|
$230 M
|
| TPG Advisors LLC |
2025 Q4
|
1/21/2026 |
109
|
$160 M
|
| Brown Shipley& Co Ltd |
2025 Q4
|
1/21/2026 |
70
|
$190 M
|
| FULTON BREAKEFIELD BROENNIMAN LLC |
2025 Q4
|
1/21/2026 |
203
|
$1.6 B
|
| NEW WAVE WEALTH ADVISORS LLC |
2025 Q4
|
1/21/2026 |
188
|
$270 M
|
| Banque de Luxembourg S.A. |
2025 Q4
|
1/21/2026 |
88
|
$230 M
|
| Hudson Capital Management LLC |
2025 Q4
|
1/21/2026 |
69
|
$400 M
|
| Talbot Financial, LLC |
2025 Q4
|
1/21/2026 |
68
|
$1.2 B
|
| Rheos Capital Works Inc. |
2025 Q4
|
1/21/2026 |
67
|
$1.6 B
|
| NovaPoint Capital, LLC |
2025 Q4
|
1/21/2026 |
79
|
$390 M
|
| BANK OF STOCKTON |
2025 Q4
|
1/21/2026 |
145
|
$350 M
|
| FORBES J M & CO LLP |
2025 Q4
|
1/21/2026 |
144
|
$1.2 B
|
| DELPHI MANAGEMENT INC /MA/ |
2025 Q4
|
1/21/2026 |
76
|
$100 M
|
| HERITAGE OAK WEALTH ADVISORS LLC |
2025 Q4
|
1/21/2026 |
79
|
$270 M
|
| Daytona Street Capital LLC |
2025 Q4
|
1/21/2026 |
304
|
$130 M
|
| Future Financial Wealth Managment LLC |
2025 Q4
|
1/21/2026 |
127
|
$150 M
|
| KFG WEALTH MANAGEMENT, LLC |
2025 Q4
|
1/21/2026 |
213
|
$750 M
|
| Persium Advisors, LLC |
2025 Q4
|
1/21/2026 |
62
|
$140 M
|
| Kedalion Capital Management LLP |
2025 Q4
|
1/21/2026 |
3
|
$4.1 B
|
| FIRST UNITED BANK & TRUST |
2025 Q4
|
1/21/2026 |
557
|
$310 M
|
| SJS Investment Consulting Inc. |
2025 Q4
|
1/21/2026 |
2,890
|
$790 M
|
| Ameliora Wealth Management Ltd. |
2025 Q4
|
1/21/2026 |
227
|
$330 M
|
| STAPP WEALTH MANAGEMENT, PLLC |
2025 Q4
|
1/21/2026 |
32
|
$78 M
|
| Finward Bancorp |
2025 Q4
|
1/21/2026 |
179
|
$130 M
|
| STOCK YARDS BANK & TRUST CO |
2025 Q4
|
1/21/2026 |
692
|
$3.3 B
|
| Drummond Knight Asset Management Pty Ltd |
2025 Q4
|
1/21/2026 |
11
|
$360 M
|
| WARNER FINANCIAL, INC |
2025 Q4
|
1/21/2026 |
132
|
$290 M
|
| ALBION FINANCIAL GROUP /UT |
2025 Q4
|
1/21/2026 |
650
|
$1.6 B
|
| SHARIAPORTFOLIO, INC. |
2025 Q4
|
1/21/2026 |
24
|
$240 M
|
| Barton Investment Management |
2025 Q4
|
1/21/2026 |
52
|
$930 M
|
| EDMP, INC. |
2025 Q4
|
1/21/2026 |
68
|
$120 M
|
| Retirement Investment Advisors, Inc. |
2025 Q4
|
1/21/2026 |
66
|
$1.2 B
|
| Apella Capital, LLC |
2025 Q4
|
1/21/2026 |
531
|
$5.1 B
|
| StrongBox Wealth, LLC |
2025 Q4
|
1/21/2026 |
93
|
$300 M
|
| Aaron Wealth Advisors LLC |
2025 Q4
|
1/21/2026 |
675
|
$1.8 B
|
| Inlet Private Wealth, LLC |
2025 Q4
|
1/21/2026 |
131
|
$430 M
|
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. |
2025 Q4
|
1/21/2026 |
37
|
$47 M
|
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC |
2025 Q4
|
1/21/2026 |
63
|
$110 M
|
| FLAGSHIP HARBOR ADVISORS, LLC |
2025 Q4
|
1/21/2026 |
2,281
|
$2.1 B
|
| Avantra Family Wealth, Inc. |
2025 Q4
|
1/21/2026 |
157
|
$140 M
|
| PARAGON FINANCIAL PARTNERS, INC. |
2025 Q4
|
1/21/2026 |
75
|
$160 M
|
| Newbridge Financial Services Group, Inc. |
2025 Q4
|
1/21/2026 |
1,216
|
$640 M
|
| COUNTRY TRUST BANK |
2025 Q4
|
1/21/2026 |
729
|
$5.5 B
|
| Leading Edge Financial Planning LLC |
2025 Q4
|
1/21/2026 |
66
|
$440 M
|
| Crews Bank & Trust |
2025 Q4
|
1/21/2026 |
623
|
$700 M
|
| KRAEMATON INVESTMENT ADVISORS, INC |
2025 Q4
|
1/21/2026 |
102
|
$130 M
|
| Portside Wealth Group, LLC |
2025 Q4
|
1/21/2026 |
903
|
$740 M
|
| Constellation Investments, Inc. |
2025 Q4
|
1/21/2026 |
19
|
$3.2 B
|
| Lakeshore Capital Group, Inc. |
2025 Q4
|
1/21/2026 |
92
|
$120 M
|
| Sound Income Strategies, LLC |
2025 Q4
|
1/21/2026 |
2,516
|
$2.1 B
|
| JMAC ENTERPRISES LLC |
2025 Q4
|
1/21/2026 |
123
|
$520 M
|
| HT Partners LLC |
2025 Q4
|
1/21/2026 |
55
|
$340 M
|
| MTCO Ltd. |
2025 Q4
|
1/21/2026 |
2
|
$250 M
|
| PEDDOCK CAPITAL ADVISORS, LLC |
2025 Q4
|
1/21/2026 |
160
|
$480 M
|
| Rathbones Group PLC |
2025 Q4
|
1/21/2026 |
628
|
$25 B
|
| Quilter Plc |
2025 Q4
|
1/21/2026 |
309
|
$6.0 B
|
| Metropolis Capital Ltd |
2025 Q4
|
1/21/2026 |
15
|
$3.1 B
|
| Capricorn Fund Managers Ltd |
2025 Q4
|
1/21/2026 |
83
|
$410 M
|
| OLIO Financial Planning |
2025 Q4
|
1/20/2026 |
71
|
$360 M
|
| LOCKERMAN FINANCIAL GROUP, INC. |
2025 Q4
|
1/20/2026 |
96
|
$52 M
|
| Y.D. More Investments Ltd |
2025 Q4
|
1/21/2026 |
571
|
$2.1 B
|
| Sunburst Financial Group, LLC |
2025 Q4
|
1/20/2026 |
127
|
$490 M
|
| CIDEL ASSET MANAGEMENT INC |
2025 Q4
|
1/20/2026 |
365
|
$1.4 B
|
| Mezzasalma Advisors, LLC |
2025 Q4
|
1/20/2026 |
161
|
$420 M
|
| BUFFALO BUSINESS & ESTATE SERVICES LTD |
2025 Q4
|
1/20/2026 |
101
|
$700 M
|
| Western Financial Corp/CA |
2025 Q4
|
1/20/2026 |
113
|
$250 M
|
| Tarbox Family Office, Inc. |
2025 Q4
|
1/20/2026 |
105
|
$620 M
|
| Trueblood Wealth Management, LLC |
2025 Q4
|
1/20/2026 |
252
|
$260 M
|
| PEAVINE CAPITAL, LLC |
2025 Q4
|
1/20/2026 |
9
|
$470 M
|
| AJ Advisors, LLC |
2025 Q4
|
1/20/2026 |
35
|
$270 M
|
| Guild Investment Management, Inc. |
2025 Q4
|
1/20/2026 |
49
|
$130 M
|
| Blue Zone Wealth Advisors, LLC |
2025 Q4
|
1/20/2026 |
136
|
$520 M
|
| Unison Advisors LLC |
2025 Q4
|
1/20/2026 |
177
|
$1.1 B
|
| Seed Wealth Management, Inc. |
2025 Q4
|
1/20/2026 |
102
|
$150 M
|
| Cooke Wealth Management, LLC |
2025 Q4
|
1/20/2026 |
37
|
$110 M
|
| IMZ Advisory Inc |
2025 Q4
|
1/20/2026 |
39
|
$270 M
|
| Beaumont Asset Management, L.L.C. |
2025 Q4
|
1/20/2026 |
71
|
$200 M
|
| All-Stars Investment Ltd |
2025 Q4
|
1/20/2026 |
4
|
$270 M
|
| Legacy Wealth Management, Inc |
2025 Q4
|
1/20/2026 |
31
|
$1.7 B
|
| Capital Management Associates, Inc |
2025 Q4
|
1/20/2026 |
171
|
$450 M
|
| Capital Advisors Wealth Management, LLC |
2025 Q4
|
1/20/2026 |
219
|
$730 M
|
| Kaizen Financial Strategies |
2025 Q4
|
1/20/2026 |
165
|
$230 M
|
| ACCESS FINANCIAL SERVICES, INC. |
2025 Q4
|
1/20/2026 |
100
|
$270 M
|
| PLANNING DIRECTIONS INC |
2025 Q4
|
1/20/2026 |
101
|
$200 M
|
| Touchstone Capital, Inc. |
2025 Q4
|
1/20/2026 |
1
|
$0
|
| Northcape Capital Pty Ltd |
2025 Q4
|
1/20/2026 |
8
|
$870 M
|
| Base Wealth Management LLC |
2025 Q4
|
1/20/2026 |
60
|
$190 M
|
| Step Capital Management Pte. Ltd. |
2025 Q4
|
1/20/2026 |
26
|
$220 M
|
| Phocas Financial Corp. |
2025 Q4
|
1/20/2026 |
144
|
$750 M
|
| Trivant Custom Portfolio Group, LLC |
2025 Q4
|
1/20/2026 |
74
|
$170 M
|
| Walkner Condon Financial Advisors LLC |
2025 Q4
|
1/20/2026 |
308
|
$720 M
|
| SeaTown Holdings Pte. Ltd. |
2025 Q4
|
1/20/2026 |
17
|
$170 M
|
| Impact Investors, Inc |
2025 Q4
|
1/20/2026 |
155
|
$140 M
|