| J2 Capital Management Inc |
2025 Q4
|
1/20/2026 |
119
|
$140 M
|
| RAINIER FAMILY WEALTH INC |
2025 Q4
|
1/20/2026 |
91
|
$130 M
|
| MOSELEY INVESTMENT MANAGEMENT INC |
2025 Q4
|
1/20/2026 |
165
|
$320 M
|
| ARVEST INVESTMENTS, INC. |
2025 Q4
|
1/20/2026 |
219
|
$710 M
|
| Perpetual Ltd |
2025 Q4
|
1/20/2026 |
741
|
$6.9 B
|
| FIRST AMERICAN BANK |
2025 Q4
|
1/20/2026 |
271
|
$1.7 B
|
| Orca Investment Management, LLC |
2025 Q4
|
1/20/2026 |
58
|
$130 M
|
| Investment Research & Advisory Group, Inc. |
2025 Q4
|
1/20/2026 |
276
|
$300 M
|
| Guardian Wealth Management, LLC |
2025 Q4
|
1/20/2026 |
29
|
$320 M
|
| CIGNA INVESTMENTS INC /NEW |
2025 Q4
|
1/20/2026 |
463
|
$690 M
|
| NTV Asset Management LLC |
2025 Q4
|
1/20/2026 |
309
|
$940 M
|
| INCOME RESEARCH & MANAGEMENT |
2025 Q4
|
1/20/2026 |
32
|
$190 M
|
| Red Door Wealth Management, LLC |
2025 Q4
|
1/20/2026 |
290
|
$960 M
|
| Fearless Solutions, LLC dba Best Invest |
2025 Q4
|
1/20/2026 |
121
|
$170 M
|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
2025 Q4
|
1/20/2026 |
377
|
$1.7 B
|
| Coign Capital Advisors LLC |
2025 Q4
|
1/20/2026 |
81
|
$190 M
|
| Boyce & Associates Wealth Consulting, Inc. |
2025 Q4
|
1/20/2026 |
75
|
$120 M
|
| Raab & Moskowitz Asset Management LLC |
2025 Q4
|
1/20/2026 |
189
|
$460 M
|
| Polunin Capital Partners Ltd |
2025 Q4
|
1/20/2026 |
24
|
$650 M
|
| Sara-Bay Financial |
2025 Q4
|
1/20/2026 |
80
|
$330 M
|
| TRUST CO OF TOLEDO NA /OH/ |
2025 Q4
|
1/20/2026 |
912
|
$1.0 B
|
| OAKMONT Corp |
2025 Q4
|
1/20/2026 |
31
|
$580 M
|
| Cromwell Holdings LLC |
2025 Q4
|
1/20/2026 |
1,494
|
$180 M
|
| TRITONPOINT WEALTH, LLC |
2025 Q4
|
1/20/2026 |
272
|
$990 M
|
| CYPRESS FUNDS LLC |
2025 Q4
|
1/20/2026 |
14
|
$600 M
|
| SOA Wealth Advisors, LLC. |
2025 Q4
|
1/20/2026 |
869
|
$590 M
|
| Alken Asset Management Ltd |
2025 Q4
|
1/20/2026 |
38
|
$61 M
|
| Relyea Zuckerberg Hanson LLC |
2025 Q4
|
1/20/2026 |
262
|
$990 M
|
| HAMILTON LANE ADVISORS LLC |
2025 Q4
|
1/20/2026 |
26
|
$180 M
|
| Stratos Wealth Partners, LTD. |
2025 Q4
|
1/20/2026 |
1,584
|
$8.8 B
|
| Stratos Wealth Advisors, LLC |
2025 Q4
|
1/20/2026 |
655
|
$2.1 B
|
| Stratos Investment Management, LLC |
2025 Q4
|
1/20/2026 |
350
|
$2.5 B
|
| Northland Capital Management LLC |
2025 Q4
|
1/20/2026 |
30
|
$180 M
|
| SS&H Financial Advisors, Inc. |
2025 Q4
|
1/20/2026 |
125
|
$340 M
|
| Main Line Retirement Advisors, LLC |
2025 Q4
|
1/20/2026 |
37
|
$120 M
|
| Hanson & Doremus Investment Management |
2025 Q4
|
1/20/2026 |
484
|
$830 M
|
| AdvisorNet Financial, Inc |
2025 Q4
|
1/20/2026 |
2,244
|
$1.9 B
|
| Pflug Koory, LLC |
2025 Q4
|
1/20/2026 |
418
|
$210 M
|
| White & Co Financial Planning Inc |
2025 Q4
|
1/20/2026 |
19
|
$130 M
|
| FLP Wealth Management, LLC |
2025 Q4
|
1/20/2026 |
64
|
$42 M
|
| Prospera Capital Management, LLC |
2025 Q4
|
1/20/2026 |
41
|
$200 M
|
| AMERICAN NATIONAL BANK & TRUST |
2025 Q4
|
1/20/2026 |
695
|
$1.1 B
|
| SHEETS SMITH WEALTH MANAGEMENT |
2025 Q4
|
1/20/2026 |
393
|
$910 M
|
| Global Trust Asset Management, LLC |
2025 Q4
|
1/20/2026 |
481
|
$250 M
|
| WEALTHCARE CAPITAL MANAGEMENT LLC |
2025 Q4
|
1/20/2026 |
90
|
$1.0 B
|
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. |
2025 Q4
|
1/20/2026 |
20,869
|
$290 M
|
| HALL LAURIE J TRUSTEE |
2025 Q4
|
1/20/2026 |
277
|
$300 M
|
| Sullivan Wood Capital Management LLC |
2025 Q4
|
1/20/2026 |
22
|
$66 M
|
| YANKCOM Partnership |
2025 Q4
|
1/20/2026 |
654
|
$240 M
|
| Philip James Wealth Mangement, LLC |
2025 Q4
|
1/20/2026 |
170
|
$860 M
|
| Hippocratic Financial Advisors, LLC |
2025 Q4
|
1/20/2026 |
28
|
$220 M
|
| Capstone Wealth Management, LLC |
2025 Q4
|
1/20/2026 |
48
|
$140 M
|
| October Effect Ltd |
2025 Q4
|
1/20/2026 |
61
|
$91 M
|
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE |
2025 Q4
|
1/20/2026 |
62
|
$340 M
|
| SteelPeak Wealth, LLC |
2025 Q4
|
1/20/2026 |
534
|
$3.1 B
|
| Analyst IMS Investment Management Services Ltd. |
2025 Q4
|
1/20/2026 |
198
|
$3.4 B
|
| Crown Oak Advisors, LLC |
2025 Q4
|
1/20/2026 |
23
|
$210 M
|
| 1900 WEALTH MANAGEMENT LLC |
2025 Q4
|
1/20/2026 |
241
|
$1.6 B
|
| Three Magnolias Financial Advisors, LLC |
2025 Q4
|
1/20/2026 |
105
|
$160 M
|
| Corundum Trust Company, INC |
2025 Q4
|
1/20/2026 |
51
|
$44 M
|
| Palisades Investment Partners, LLC |
2025 Q4
|
1/20/2026 |
51
|
$260 M
|
| Mendota Financial Group, LLC |
2025 Q4
|
1/20/2026 |
100
|
$140 M
|
| Quintet Private Bank (Europe) S.A. |
2025 Q4
|
1/20/2026 |
197
|
$1.7 B
|
| Midwest Financial Group LLC |
2025 Q4
|
1/20/2026 |
123
|
$230 M
|
| Matson Money. Inc. |
2025 Q4
|
1/20/2026 |
9
|
$3.2 B
|
| ASPIRIANT, LLC |
2025 Q4
|
1/20/2026 |
319
|
$3.5 B
|
| Investment Planning Advisors, Inc. |
2025 Q4
|
1/20/2026 |
96
|
$340 M
|
| Cooksen Wealth, LLC |
2025 Q4
|
1/20/2026 |
45
|
$140 M
|
| TOTH FINANCIAL ADVISORY CORP |
2025 Q4
|
1/20/2026 |
919
|
$920 M
|
| Rubicon Global Capital Ltd |
2025 Q4
|
1/20/2026 |
11
|
$380 M
|
| HARBOR CAPITAL ADVISORS, INC. |
2025 Q4
|
1/20/2026 |
1,323
|
$1.3 B
|
| HMV Wealth Advisors, LLC |
2025 Q4
|
1/20/2026 |
80
|
$200 M
|
| Greenbush Financial Group, LLC |
2025 Q4
|
1/20/2026 |
34
|
$290 M
|
| KBC Group NV |
2025 Q3
|
1/20/2026 |
2,361
|
$42 B
|
| Element Squared LLC |
2025 Q4
|
1/20/2026 |
49
|
$180 M
|
| BLUE SQUARE ASSET MANAGEMENT, LLC |
2025 Q4
|
1/20/2026 |
71
|
$230 M
|
| CALEDONIA INVESTMENTS PLC |
2025 Q4
|
1/20/2026 |
15
|
$900 M
|
| Wealth Management Associates, Inc. |
2025 Q4
|
1/20/2026 |
235
|
$290 M
|
| PARTNERS WEALTH MANAGEMENT, LLC |
2025 Q4
|
1/20/2026 |
107
|
$96 M
|
| Heck Capital Advisors, LLC |
2025 Q4
|
1/16/2026 |
211
|
$1.3 B
|
| Oak Root LLC |
2025 Q4
|
1/16/2026 |
11
|
$830 M
|
| Oregon Pacific Wealth Management, LLC |
2025 Q4
|
1/16/2026 |
135
|
$97 M
|
| Sentry LLC |
2025 Q4
|
1/16/2026 |
124
|
$370 M
|
| Hopwood Financial Services, Inc. |
2025 Q4
|
1/16/2026 |
90
|
$140 M
|
| Park Edge Advisors, LLC |
2025 Q4
|
1/16/2026 |
151
|
$440 M
|
| Howard Capital Management Group, LLC |
2025 Q4
|
1/16/2026 |
143
|
$1.6 B
|
| Two Point Capital Management, Inc. |
2025 Q4
|
1/16/2026 |
25
|
$250 M
|
| StoneCrest Wealth Management, Inc. |
2025 Q4
|
1/16/2026 |
71
|
$250 M
|
| Birchcreek Wealth Management, LLC |
2025 Q4
|
1/16/2026 |
113
|
$200 M
|
| Bouchey Financial Group Ltd |
2025 Q4
|
1/16/2026 |
163
|
$1.3 B
|
| MRA Advisory Group |
2025 Q4
|
1/16/2026 |
135
|
$240 M
|
| Aspire Capital Advisors LLC |
2025 Q4
|
1/16/2026 |
120
|
$430 M
|
| M3 Advisory Group, LLC |
2025 Q4
|
1/16/2026 |
142
|
$160 M
|
| Clarus Group, Inc. |
2025 Q4
|
1/16/2026 |
103
|
$280 M
|
| FORTE ASSET MANAGEMENT LLC |
2025 Q4
|
1/16/2026 |
73
|
$220 M
|
| UDINE WEALTH MANAGEMENT, INC. |
2025 Q4
|
1/16/2026 |
35
|
$210 M
|
| MARINO, STRAM & ASSOCIATES LLC |
2025 Q4
|
1/16/2026 |
185
|
$550 M
|
| Sharp Wealth Advisory, LLC |
2025 Q4
|
1/16/2026 |
113
|
$200 M
|
| Pacific Sage Partners, LLC |
2025 Q4
|
1/16/2026 |
121
|
$630 M
|
| Perigon Wealth Management, LLC |
2025 Q4
|
1/16/2026 |
1,307
|
$5.6 B
|