| Tower Wealth Partners, Inc. |
2025 Q4
|
1/16/2026 |
87
|
$180 M
|
| Balboa Wealth Partners |
2025 Q4
|
1/16/2026 |
433
|
$600 M
|
| LOUISBOURG INVESTMENTS INC. |
2025 Q4
|
1/16/2026 |
213
|
$500 M
|
| Cassia Capital Partners, LLC |
2025 Q4
|
1/16/2026 |
63
|
$180 M
|
| EVEXIA WEALTH LLC |
2025 Q4
|
1/16/2026 |
84
|
$360 M
|
| Financial Planning Navigators CORP |
2025 Q4
|
1/16/2026 |
47
|
$220 M
|
| MELFA WEALTH MANAGEMENT, INC. |
2025 Q4
|
1/16/2026 |
202
|
$170 M
|
| Genesee Capital Advisors, LLC |
2025 Q4
|
1/16/2026 |
129
|
$250 M
|
| Omnia Family Wealth, LLC |
2025 Q4
|
1/16/2026 |
102
|
$340 M
|
| Tenon Financial LLC |
2025 Q4
|
1/16/2026 |
49
|
$240 M
|
| POSTROCK PARTNERS LLC |
2025 Q4
|
1/16/2026 |
80
|
$230 M
|
| STEPHEN J. GARRY & ASSOCIATES, LLC |
2025 Q4
|
1/16/2026 |
51
|
$130 M
|
| Crewe Advisors LLC |
2025 Q4
|
1/16/2026 |
1,099
|
$1.1 B
|
| Genesis Financial Group, LLC |
2025 Q4
|
1/16/2026 |
103
|
$170 M
|
| BridgePort Financial Solutions, LLC |
2025 Q4
|
1/16/2026 |
240
|
$370 M
|
| SigFig Wealth Management, LLC |
2025 Q4
|
1/16/2026 |
137
|
$3.4 B
|
| Louisiana State Employees Retirement System |
2025 Q4
|
1/16/2026 |
1,608
|
$5.8 B
|
| Tempus Wealth Planning, LLC |
2025 Q4
|
1/16/2026 |
275
|
$440 M
|
| Eldred Rock Partners, LLC |
2025 Q4
|
1/16/2026 |
32
|
$390 M
|
| Morangie Management LLC |
2025 Q4
|
1/16/2026 |
34
|
$130 M
|
| Armstrong, Fleming & Moore, Inc |
2025 Q4
|
1/16/2026 |
105
|
$220 M
|
| Blossom Wealth Management |
2025 Q4
|
1/16/2026 |
73
|
$61 M
|
| Vanguard Capital Wealth Advisors |
2025 Q4
|
1/16/2026 |
128
|
$130 M
|
| Values Added Financial LLC |
2025 Q4
|
1/16/2026 |
135
|
$240 M
|
| Aberdeen Group plc |
2025 Q4
|
1/16/2026 |
1,802
|
$65 B
|
| RedJay Asset Management Inc. |
2025 Q4
|
1/16/2026 |
1
|
$0
|
| Biltmore Wealth Management, LLC |
2025 Q4
|
1/16/2026 |
59
|
$260 M
|
| Kendall Capital Management |
2025 Q4
|
1/16/2026 |
230
|
$480 M
|
| SIMS INVESTMENT MANAGEMENT, LLC |
2025 Q3 - RESTATEMENT
|
1/16/2026 |
42
|
$280 M
|
| First Pacific Financial |
2025 Q4
|
1/16/2026 |
487
|
$770 M
|
| West Branch Capital LLC |
2025 Q4
|
1/16/2026 |
415
|
$390 M
|
| SIMS INVESTMENT MANAGEMENT, LLC |
2025 Q4
|
1/16/2026 |
43
|
$280 M
|
| Marquette Asset Management, LLC |
2025 Q4
|
1/16/2026 |
698
|
$680 M
|
| BayBridge Capital Group, LLC |
2025 Q4
|
1/16/2026 |
95
|
$160 M
|
| CogentBlue Wealth Advisors, LLC |
2025 Q4
|
1/16/2026 |
75
|
$150 M
|
| Beaumont Financial Advisors, LLC |
2025 Q4
|
1/16/2026 |
371
|
$1.5 B
|
| Formidable Asset Management, LLC |
2025 Q4
|
1/16/2026 |
397
|
$690 M
|
| Life Planning Partners, Inc |
2025 Q4
|
1/16/2026 |
66
|
$130 M
|
| Worth Financial Advisory Group, LLC |
2025 Q4
|
1/16/2026 |
180
|
$210 M
|
| Keystone Financial Group, Inc. |
2025 Q4
|
1/16/2026 |
136
|
$190 M
|
| FNY Investment Advisers, LLC |
2025 Q4
|
1/16/2026 |
992
|
$350 M
|
| IVC Wealth Advisors LLC |
2025 Q4
|
1/16/2026 |
179
|
$230 M
|
| Elemental Capital Partners LLC |
2025 Q4
|
1/16/2026 |
6
|
$190 M
|
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC |
2025 Q4
|
1/16/2026 |
91
|
$280 M
|
| EARNED WEALTH ADVISORS, LLC |
2025 Q4
|
1/16/2026 |
354
|
$940 M
|
| ASSET PLANNING SERVICES INC /LA/ /ADV |
2025 Q4
|
1/16/2026 |
35
|
$230 M
|
| Bestgate Wealth Advisors, LLC |
2025 Q4
|
1/16/2026 |
53
|
$57 M
|
| Dorato Capital Management |
2025 Q4
|
1/16/2026 |
256
|
$130 M
|
| Abacus Planning Group, Inc. |
2025 Q4
|
1/16/2026 |
266
|
$750 M
|
| Integrated Financial Solutions, Inc. |
2025 Q3 - RESTATEMENT
|
1/16/2026 |
26
|
$150 M
|
| Integrated Financial Solutions, Inc. |
2025 Q2
|
1/16/2026 |
24
|
$120 M
|
| Wealth Advisory Solutions, LLC |
2025 Q4
|
1/16/2026 |
153
|
$430 M
|
| AUGUSTINE ASSET MANAGEMENT INC |
2025 Q4
|
1/16/2026 |
113
|
$500 M
|
| R.H. Investment Group, LLC |
2025 Q4
|
1/16/2026 |
33
|
$120 M
|
| Crew Capital Management, Ltd |
2025 Q4
|
1/16/2026 |
111
|
$160 M
|
| Wall Street Financial Group, Inc. |
2025 Q4
|
1/16/2026 |
96
|
$140 M
|
| Wall Street Financial Group, Inc. |
2025 Q3
|
1/16/2026 |
101
|
$140 M
|
| Wall Street Financial Group, Inc. |
2025 Q2
|
1/16/2026 |
80
|
$110 M
|
| MATAURO, LLC |
2025 Q4
|
1/16/2026 |
150
|
$660 M
|
| Taylor & Morgan Wealth Management, LLC |
2025 Q4
|
1/16/2026 |
80
|
$180 M
|
| MONTGOMERY INVESTMENT MANAGEMENT INC |
2025 Q4
|
1/16/2026 |
96
|
$280 M
|
| Catalina Capital Group, LLC |
2025 Q4
|
1/16/2026 |
163
|
$160 M
|
| Walker Asset Management, LLC |
2025 Q4
|
1/16/2026 |
140
|
$190 M
|
| HF Advisory Group, LLC |
2025 Q4
|
1/16/2026 |
174
|
$300 M
|
| VISTA INVESTMENT PARTNERS LLC |
2025 Q4
|
1/16/2026 |
165
|
$380 M
|
| Selective Wealth Management, Inc. |
2025 Q4
|
1/16/2026 |
108
|
$320 M
|
| Clio Asset Management LLC |
2025 Q4
|
1/16/2026 |
14
|
$130 M
|
| YHB Investment Advisors, Inc. |
2025 Q4
|
1/16/2026 |
296
|
$1.4 B
|
| Meredith Wealth Planning |
2025 Q4
|
1/16/2026 |
62
|
$340 M
|
| Mattern Wealth Management LLC |
2025 Q4
|
1/16/2026 |
156
|
$520 M
|
| SWS Partners |
2025 Q4
|
1/16/2026 |
115
|
$410 M
|
| CROWLEY WEALTH MANAGEMENT, INC. |
2025 Q4
|
1/16/2026 |
1
|
$0
|
| HMS Capital Management, LLC |
2025 Q4
|
1/16/2026 |
103
|
$240 M
|
| Bay Capital Advisors, LLC |
2025 Q4
|
1/16/2026 |
111
|
$160 M
|
| Piscataqua Savings Bank |
2025 Q4
|
1/16/2026 |
515
|
$140 M
|
| VALICENTI ADVISORY SERVICES INC |
2025 Q4
|
1/16/2026 |
80
|
$480 M
|
| Ellsworth Advisors, LLC |
2025 Q4
|
1/16/2026 |
165
|
$510 M
|
| WASHINGTON UNIVERSITY |
2025 Q4
|
1/16/2026 |
5
|
$200 M
|
| TRUST CO OF VERMONT |
2025 Q4
|
1/16/2026 |
1,398
|
$2.4 B
|
| Blue Trust, Inc. |
2025 Q4
|
1/16/2026 |
4,385
|
$8.9 B
|
| PENN DAVIS MCFARLAND INC |
2025 Q4
|
1/16/2026 |
75
|
$1.0 B
|
| MATRIX ASSET ADVISORS INC/NY |
2025 Q4
|
1/16/2026 |
107
|
$1.1 B
|
| Ipswich Investment Management Co., Inc. |
2025 Q4
|
1/16/2026 |
185
|
$430 M
|
| Oldfather Financial Services, LLC |
2025 Q4
|
1/16/2026 |
98
|
$340 M
|
| Pictet North America Advisors SA |
2025 Q4
|
1/16/2026 |
152
|
$1.1 B
|
| Applied Capital LLC |
2025 Q4
|
1/16/2026 |
53
|
$260 M
|
| Cyr Financial Inc. |
2025 Q4
|
1/16/2026 |
58
|
$160 M
|
| BEACON INVESTMENT ADVISORY SERVICES, INC. |
2025 Q4 - RESTATEMENT
|
1/16/2026 |
262
|
$2.5 B
|
| HILLMAN CO |
2025 Q4
|
1/16/2026 |
16
|
$290 M
|
| Linden Thomas Advisory Services, LLC |
2025 Q4
|
1/16/2026 |
485
|
$990 M
|
| FIRST COMMUNITY TRUST NA |
2025 Q4
|
1/16/2026 |
352
|
$130 M
|
| Bangor Savings Bank |
2025 Q4
|
1/16/2026 |
769
|
$1.2 B
|
| F&V Capital Management, LLC |
2025 Q4
|
1/16/2026 |
60
|
$680 M
|
| PICTET BANK & TRUST Ltd |
2025 Q4
|
1/16/2026 |
31
|
$83 M
|
| Applied Capital LLC/FL |
2025 Q4
|
1/16/2026 |
91
|
$170 M
|
| TB Alternative Assets Ltd. |
2025 Q4
|
1/16/2026 |
50
|
$610 M
|
| Aspire Private Capital, LLC |
2025 Q4
|
1/16/2026 |
264
|
$450 M
|
| KWMG, LLC |
2025 Q4
|
1/16/2026 |
149
|
$1.2 B
|
| BANQUE PICTET & CIE SA |
2025 Q4
|
1/16/2026 |
411
|
$17 B
|
| Five Oceans Advisors |
2025 Q4
|
1/16/2026 |
192
|
$280 M
|