| FIGURE 8 INVESTMENT STRATEGIES LLC |
2025 Q4
|
1/20/2026 |
62
|
$110 M
|
| Elwood & Goetz Wealth Advisory Group, LLC |
2025 Q4
|
1/20/2026 |
135
|
$570 M
|
| MBA Advisors LLC |
2025 Q4
|
1/20/2026 |
138
|
$250 M
|
| Niatross Investments Ltd |
2025 Q4
|
1/20/2026 |
1
|
$160 M
|
| Leo Wealth, LLC |
2025 Q4
|
1/20/2026 |
419
|
$1.4 B
|
| SC&H Financial Advisors, Inc. |
2025 Q4
|
1/20/2026 |
159
|
$650 M
|
| Signature Resources Capital Management, LLC |
2025 Q4
|
1/20/2026 |
694
|
$200 M
|
| JACOBSON & SCHMITT ADVISORS, LLC |
2025 Q4
|
1/20/2026 |
72
|
$590 M
|
| Long Island Wealth Management, Inc. |
2025 Q4
|
1/20/2026 |
87
|
$210 M
|
| MBE Wealth Management, LLC |
2025 Q4
|
1/20/2026 |
133
|
$240 M
|
| Stonebridge Financial Group, LLC |
2025 Q4
|
1/20/2026 |
248
|
$1.2 B
|
| Salus Financial Advisors, LLC |
2025 Q4
|
1/20/2026 |
35
|
$170 M
|
| Allen Mooney & Barnes Investment Advisors LLC |
2025 Q4
|
1/20/2026 |
162
|
$660 M
|
| Sensenig Capital Advisors, Inc |
2025 Q4
|
1/20/2026 |
33
|
$98 M
|
| Sowell Financial Services LLC |
2025 Q4
|
1/20/2026 |
1,106
|
$2.7 B
|
| Integris Wealth Management, LLC |
2025 Q4
|
1/20/2026 |
121
|
$440 M
|
| TOWER TRUST & INVESTMENT Co |
2025 Q4
|
1/20/2026 |
205
|
$160 M
|
| WestHill Financial Advisors, Inc. |
2025 Q4
|
1/20/2026 |
81
|
$530 M
|
| Finley Financial, LLC |
2025 Q4
|
1/20/2026 |
109
|
$220 M
|
| Euro Pacific Asset Management, LLC |
2025 Q4 - RESTATEMENT
|
1/20/2026 |
93
|
$900 M
|
| TigerOak Management, L.L.C. |
2025 Q4
|
1/20/2026 |
122
|
$330 M
|
| GERBER, LLC |
2025 Q4
|
1/20/2026 |
86
|
$180 M
|
| Bluesphere Advisors LLC |
2025 Q4
|
1/20/2026 |
98
|
$230 M
|
| Financial & Tax Architects, LLC |
2025 Q4
|
1/20/2026 |
103
|
$450 M
|
| Erickson Financial Group, LLC |
2025 Q4
|
1/20/2026 |
25
|
$160 M
|
| Essex LLC |
2025 Q4
|
1/20/2026 |
182
|
$560 M
|
| ASL Financial, LLC |
2025 Q4
|
1/20/2026 |
94
|
$130 M
|
| KAVAR CAPITAL PARTNERS GROUP, LLC |
2025 Q4
|
1/20/2026 |
187
|
$730 M
|
| Cohen Klingenstein LLC |
2025 Q4
|
1/20/2026 |
207
|
$3.3 B
|
| VOISARD ASSET MANAGEMENT GROUP, INC. |
2025 Q4
|
1/20/2026 |
100
|
$460 M
|
| Madison Park Capital Advisors, LLC |
2025 Q4
|
1/20/2026 |
62
|
$120 M
|
| NavPoint Financial, Inc. |
2025 Q4
|
1/20/2026 |
72
|
$230 M
|
| Park Capital Management, LLC / WI |
2025 Q4
|
1/20/2026 |
80
|
$140 M
|
| BXM Wealth LLC |
2025 Q4
|
1/20/2026 |
136
|
$130 M
|
| Revolve Wealth Partners, LLC |
2025 Q4
|
1/20/2026 |
228
|
$850 M
|
| CV Advisors LLC |
2025 Q4
|
1/20/2026 |
48
|
$390 M
|
| Secure Asset Management, LLC |
2025 Q4
|
1/20/2026 |
343
|
$640 M
|
| BAM Wealth Management, LLC |
2025 Q4
|
1/20/2026 |
255
|
$140 M
|
| GraniteShares Advisors LLC |
2025 Q4
|
1/20/2026 |
90
|
$160 M
|
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co |
2025 Q4
|
1/20/2026 |
44
|
$140 M
|
| Independence Bank of Kentucky |
2025 Q4
|
1/20/2026 |
724
|
$800 M
|
| Austin Private Wealth, LLC |
2025 Q4
|
1/20/2026 |
298
|
$1.3 B
|
| Packer & Co Ltd |
2025 Q4
|
1/20/2026 |
10
|
$380 M
|
| Pullen Investment Management, LLC |
2025 Q4
|
1/20/2026 |
97
|
$190 M
|
| St. Clair Advisors, LLC |
2025 Q4
|
1/20/2026 |
81
|
$390 M
|
| HBE Wealth Management, LLC |
2025 Q4
|
1/20/2026 |
48
|
$110 M
|
| Family Legacy Financial Solutions, LLC |
2025 Q4
|
1/20/2026 |
54
|
$130 M
|
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC |
2025 Q4
|
1/20/2026 |
53
|
$120 M
|
| Realta Investment Advisors |
2025 Q4
|
1/20/2026 |
346
|
$310 M
|
| BRAUN STACEY ASSOCIATES INC |
2025 Q4
|
1/20/2026 |
113
|
$3.1 B
|
| Roger Wittlin Investment Advisory, LLC |
2025 Q4
|
1/20/2026 |
39
|
$140 M
|
| Florida Trust Wealth Management Co |
2025 Q4
|
1/20/2026 |
707
|
$3.6 B
|
| Myriad Asset Management US LP |
2025 Q4
|
1/20/2026 |
53
|
$60 M
|
| Westwood Wealth Management |
2025 Q4
|
1/20/2026 |
106
|
$130 M
|
| Hubbell Strickland Wealth Management, LLC |
2025 Q4
|
1/20/2026 |
80
|
$250 M
|
| KELLEHER FINANCIAL ADVISORS |
2025 Q4
|
1/20/2026 |
866
|
$440 M
|
| Cohen Capital Management, Inc. |
2025 Q4
|
1/20/2026 |
150
|
$660 M
|
| Sugar Maple Asset Management, LLC |
2025 Q4
|
1/20/2026 |
86
|
$150 M
|
| Trust Investment Advisors |
2025 Q4
|
1/20/2026 |
91
|
$190 M
|
| RPG Investment Advisory, LLC |
2025 Q4
|
1/20/2026 |
91
|
$880 M
|
| Ethos Financial Group, LLC |
2025 Q4
|
1/20/2026 |
532
|
$1.4 B
|
| MILLER WEALTH ADVISORS, LLC |
2025 Q4 - RESTATEMENT
|
1/20/2026 |
136
|
$270 M
|
| NVWM, LLC |
2025 Q4
|
1/20/2026 |
952
|
$460 M
|
| HOME FEDERAL BANK OF TENNESSEE |
2025 Q4
|
1/20/2026 |
134
|
$380 M
|
| Pine Harbor Wealth Management, LLC |
2025 Q4
|
1/20/2026 |
106
|
$330 M
|
| MERIDIAN INVESTMENT COUNSEL INC. |
2025 Q4
|
1/20/2026 |
239
|
$420 M
|
| MILLER WEALTH ADVISORS, LLC |
2025 Q4
|
1/20/2026 |
136
|
$270 M
|
| Reliant Investment Management, LLC |
2025 Q4
|
1/20/2026 |
57
|
$250 M
|
| Citrine Capital LLC |
2025 Q4
|
1/20/2026 |
46
|
$220 M
|
| Sierra Legacy Group |
2025 Q4
|
1/20/2026 |
72
|
$140 M
|
| SIGNATUREFD, LLC |
2025 Q4
|
1/20/2026 |
3,426
|
$6.5 B
|
| ADVOCATE GROUP LLC |
2025 Q4
|
1/20/2026 |
123
|
$620 M
|
| Payne Capital LLC |
2025 Q4
|
1/20/2026 |
53
|
$98 M
|
| Princeton Global Asset Management LLC |
2025 Q4
|
1/20/2026 |
828
|
$620 M
|
| INVESCO, LLC |
2025 Q4
|
1/20/2026 |
129
|
$300 M
|
| Joule Financial, LLC |
2025 Q4
|
1/20/2026 |
110
|
$330 M
|
| Alpha Financial Advisors, LLC |
2025 Q4
|
1/20/2026 |
67
|
$330 M
|
| Chatterton & Associates Inc. |
2025 Q4
|
1/20/2026 |
84
|
$120 M
|
| Sovran Advisors, LLC |
2025 Q4
|
1/20/2026 |
619
|
$1.2 B
|
| McBroom & Associates, LLC |
2025 Q4
|
1/20/2026 |
38
|
$210 M
|
| Cohalo Advisory LLC |
2025 Q4
|
1/20/2026 |
13
|
$1.3 M
|
| Savvy Advisors, Inc. |
2025 Q4
|
1/20/2026 |
1,033
|
$3.1 B
|
| ETF Portfolio Partners, Inc. |
2025 Q4
|
1/20/2026 |
68
|
$390 M
|
| Cornell Pochily Investment Advisors, Inc. |
2025 Q4
|
1/20/2026 |
182
|
$350 M
|
| Town & Country Bank & Trust CO dba First Bankers Trust CO |
2025 Q4
|
1/20/2026 |
144
|
$300 M
|
| MARYLAND CAPITAL ADVISORS INC. |
2025 Q4
|
1/20/2026 |
271
|
$300 M
|
| Jackson Wealth Management, LLC |
2025 Q4
|
1/20/2026 |
154
|
$1.0 B
|
| Arta Finance Wealth Management LLC |
2025 Q4
|
1/20/2026 |
90
|
$200 M
|
| Whalen Wealth Management Inc. |
2025 Q4
|
1/20/2026 |
188
|
$190 M
|
| LAZARI CAPITAL MANAGEMENT, INC. |
2025 Q4
|
1/20/2026 |
165
|
$300 M
|
| eCIO, Inc. |
2025 Q4
|
1/20/2026 |
192
|
$210 M
|
| Ascent Group, LLC |
2025 Q4
|
1/20/2026 |
2,604
|
$2.9 B
|
| SEMITAM BONAM LLC |
2025 Q4
|
1/20/2026 |
47
|
$120 M
|
| QV Investors Inc. |
2025 Q4
|
1/20/2026 |
64
|
$1.2 B
|
| Sylvest Advisors, LLC |
2025 Q4
|
1/20/2026 |
69
|
$190 M
|
| JB Capital LLC |
2025 Q4
|
1/20/2026 |
259
|
$2.4 B
|
| LifePlan Financial, LLC |
2025 Q4
|
1/20/2026 |
86
|
$130 M
|
| New Capital Management LP |
2025 Q4
|
1/20/2026 |
55
|
$400 M
|
| TRAN CAPITAL MANAGEMENT, L.P. |
2025 Q4
|
1/20/2026 |
73
|
$830 M
|
| Accel Wealth Management |
2025 Q4
|
1/20/2026 |
281
|
$370 M
|