| ROCKLAND TRUST CO |
2025 Q4
|
1/15/2026 |
537
|
$2.5 B
|
| Saxony Capital Management, LLC |
2025 Q4
|
1/15/2026 |
161
|
$160 M
|
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC |
2025 Q4
|
1/15/2026 |
77
|
$510 M
|
| Parkwoods Wealth Partners, LLC |
2025 Q4
|
1/15/2026 |
112
|
$340 M
|
| Lord & Richards Wealth Management, LLC |
2025 Q4
|
1/15/2026 |
288
|
$120 M
|
| Stewardship Advisors, LLC |
2025 Q4
|
1/15/2026 |
162
|
$430 M
|
| Professional Financial Advisors, LLC |
2025 Q4
|
1/15/2026 |
130
|
$490 M
|
| ONE PLUS ONE WEALTH MANAGEMENT, LLC |
2025 Q4
|
1/15/2026 |
101
|
$220 M
|
| Raub Brock Capital Management LP |
2025 Q4
|
1/15/2026 |
40
|
$450 M
|
| Royal Fund Management, LLC |
2025 Q4
|
1/15/2026 |
306
|
$1.1 B
|
| Range Financial Group LLC |
2025 Q4
|
1/15/2026 |
195
|
$290 M
|
| Lewis Asset Management, LLC |
2025 Q4
|
1/15/2026 |
185
|
$250 M
|
| SPIRIT OF AMERICA MANAGEMENT CORP/NY |
2025 Q4
|
1/15/2026 |
383
|
$470 M
|
| Alpine Bank Wealth Management |
2025 Q4
|
1/15/2026 |
252
|
$710 M
|
| Paller Financial Services Inc |
2025 Q4
|
1/15/2026 |
45
|
$120 M
|
| INDEPENDENT INVESTORS INC |
2025 Q4
|
1/15/2026 |
69
|
$540 M
|
| Foundation Wealth Management, LLC\PA |
2025 Q4
|
1/15/2026 |
93
|
$280 M
|
| Shum Financial Group, Inc. |
2025 Q4
|
1/15/2026 |
92
|
$140 M
|
| Hara Capital LLC |
2025 Q4
|
1/15/2026 |
298
|
$180 M
|
| FOSTER & MOTLEY INC |
2025 Q4
|
1/15/2026 |
387
|
$1.9 B
|
| BIRCH FINANCIAL GROUP, LLC |
2025 Q4
|
1/15/2026 |
136
|
$180 M
|
| 25 LLC |
2025 Q4
|
1/15/2026 |
71
|
$320 M
|
| Sollinda Capital Management LLC |
2025 Q4
|
1/15/2026 |
74
|
$390 M
|
| GEN Financial Management, INC. |
2025 Q4
|
1/15/2026 |
47
|
$160 M
|
| Strategic Point Investment Advisors, LLC |
2025 Q4
|
1/15/2026 |
37
|
$720 M
|
| Hofer & Associates. Inc |
2025 Q4
|
1/15/2026 |
66
|
$190 M
|
| OxenFree Capital LLC |
2025 Q4
|
1/15/2026 |
48
|
$190 M
|
| MOTIVE WEALTH ADVISORS |
2025 Q4
|
1/15/2026 |
92
|
$230 M
|
| JP Wealth Management, Inc. |
2025 Q4
|
1/15/2026 |
15
|
$140 M
|
| 4J Wealth Management LLC |
2025 Q4
|
1/15/2026 |
98
|
$170 M
|
| Refined Wealth Management |
2025 Q4
|
1/15/2026 |
43
|
$150 M
|
| Boit C F David |
2025 Q4
|
1/15/2026 |
121
|
$230 M
|
| Trust Co |
2025 Q4
|
1/15/2026 |
889
|
$1.1 B
|
| Rochester Wealth Strategies, LLC |
2025 Q4
|
1/15/2026 |
24
|
$160 M
|
| LifeGoal Investments, LLC |
2025 Q4
|
1/15/2026 |
75
|
$150 M
|
| SILVER OAK SECURITIES, INCORPORATED |
2025 Q4
|
1/15/2026 |
808
|
$1.5 B
|
| McGlone Suttner Wealth Management, Inc. |
2025 Q4
|
1/15/2026 |
190
|
$740 M
|
| DIXON FNANCIAL SERVICES, INC. |
2025 Q4
|
1/15/2026 |
46
|
$230 M
|
| Infinity Wealth Counsel, LLC |
2025 Q4
|
1/15/2026 |
62
|
$110 M
|
| Jaffetilchin Investment Partners, LLC |
2025 Q4
|
1/15/2026 |
453
|
$1.7 B
|
| Allspring Global Investments Holdings, LLC |
2025 Q4
|
1/15/2026 |
3,364
|
$62 B
|
| ZEVENBERGEN CAPITAL INVESTMENTS LLC |
2025 Q4
|
1/15/2026 |
179
|
$4.5 B
|
| Brookstone Capital Management |
2025 Q4
|
1/15/2026 |
1,163
|
$8.7 B
|
| Gleason Group, Inc. |
2025 Q4
|
1/15/2026 |
225
|
$1.0 B
|
| Bernard Wealth Management Corp. |
2025 Q4
|
1/15/2026 |
356
|
$250 M
|
| William Marsh Rice University |
2025 Q4
|
1/15/2026 |
2
|
$200 M
|
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. |
2025 Q4
|
1/15/2026 |
733
|
$10 B
|
| KIECKHEFER GROUP LLC |
2025 Q4
|
1/15/2026 |
54
|
$210 M
|
| Stockman Wealth Management, Inc. |
2025 Q4
|
1/15/2026 |
175
|
$810 M
|
| ACIMA PRIVATE WEALTH, LLC |
2025 Q4
|
1/15/2026 |
176
|
$320 M
|
| Signature Wealth Management Group |
2025 Q4
|
1/15/2026 |
106
|
$250 M
|
| Solitude Financial Services |
2025 Q4
|
1/15/2026 |
38
|
$300 M
|
| Paladin Wealth, LLC |
2025 Q4
|
1/15/2026 |
120
|
$150 M
|
| Windsor Capital Management, LLC |
2025 Q4
|
1/15/2026 |
121
|
$360 M
|
| Lighthouse Wealth Management Inc. |
2025 Q4
|
1/15/2026 |
43
|
$150 M
|
| Financial Planning Hawaii, Inc. |
2025 Q4
|
1/15/2026 |
128
|
$170 M
|
| REBALANCE, LLC |
2025 Q4
|
1/15/2026 |
106
|
$1.7 B
|
| QSM Asset Management Ltd |
2025 Q4
|
1/15/2026 |
21
|
$170 M
|
| Alhambra Investment Management LLC |
2025 Q4
|
1/15/2026 |
175
|
$210 M
|
| DELTA CAPITAL MANAGEMENT LLC |
2025 Q4
|
1/15/2026 |
99
|
$180 M
|
| James Hambro & Partners LLP |
2025 Q4
|
1/15/2026 |
55
|
$2.8 B
|
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) |
2025 Q3 - RESTATEMENT
|
1/15/2026 |
263
|
$1.7 B
|
| SHAH CAPITAL MANAGEMENT |
2025 Q4
|
1/15/2026 |
12
|
$520 M
|
| apricus wealth, LLC |
2025 Q4
|
1/15/2026 |
121
|
$200 M
|
| Boston Common Asset Management, LLC |
2025 Q4
|
1/15/2026 |
196
|
$2.0 B
|
| Savior LLC |
2025 Q4
|
1/15/2026 |
20
|
$28 M
|
| COREPATH WEALTH PARTNERS LLC |
2025 Q4
|
1/15/2026 |
42
|
$150 M
|
| ORRSTOWN FINANCIAL SERVICES INC |
2025 Q4
|
1/15/2026 |
126
|
$600 M
|
| Retirement Systems of Alabama |
2025 Q4
|
1/15/2026 |
943
|
$31 B
|
| Pacific Capital Partners Ltd |
2025 Q4
|
1/15/2026 |
38
|
$94 M
|
| HARRELL INVESTMENT PARTNERS, LLC |
2025 Q4
|
1/15/2026 |
127
|
$420 M
|
| Northstar Advisory Group, LLC |
2025 Q4
|
1/15/2026 |
111
|
$280 M
|
| Polaris Investment Advisors, LLC |
2025 Q4
|
1/15/2026 |
73
|
$140 M
|
| Presidio Capital Management, LLC |
2025 Q4
|
1/15/2026 |
76
|
$330 M
|
| CLG LLC |
2025 Q4
|
1/15/2026 |
143
|
$400 M
|
| Euro Pacific Asset Management, LLC |
2025 Q4
|
1/15/2026 |
94
|
$900 M
|
| Polianta Ltd |
2025 Q4
|
1/15/2026 |
86
|
$760 M
|
| Cassilly Financial Group LLC |
2025 Q4
|
1/15/2026 |
62
|
$110 M
|
| Bank of Finland |
2025 Q4
|
1/15/2026 |
4
|
$1.4 B
|
| J. Safra Sarasin Holding AG |
2025 Q4
|
1/15/2026 |
1,259
|
$6.1 B
|
| ALM First Financial Advisors, LLC |
2025 Q4
|
1/15/2026 |
25
|
$500 M
|
| Persistent Asset Partners Ltd |
2025 Q3 - RESTATEMENT
|
1/15/2026 |
287
|
$150 M
|
| Aquamarine Zurich AG |
2025 Q4
|
1/15/2026 |
7
|
$150 M
|
| Westend Capital Management, LLC |
2025 Q4
|
1/15/2026 |
238
|
$360 M
|
| Mn Services Vermogensbeheer B.V. |
2025 Q4
|
1/15/2026 |
442
|
$16 B
|
| WealthNavi Inc. |
2025 Q4
|
1/15/2026 |
10
|
$11 B
|
| Wealth Quarterback LLC |
2025 Q4
|
1/14/2026 |
151
|
$280 M
|
| Towerpoint Wealth, LLC |
2025 Q4
|
1/14/2026 |
92
|
$250 M
|
| MOR Wealth Management, LLC |
2025 Q4
|
1/14/2026 |
105
|
$220 M
|
| Columbus Macro, LLC |
2025 Q4
|
1/14/2026 |
204
|
$910 M
|
| Crane Advisory, LLC |
2025 Q4
|
1/14/2026 |
52
|
$660 M
|
| RiverTree Advisors, LLC |
2025 Q4
|
1/14/2026 |
61
|
$160 M
|
| Quantum Financial Planning Services, Inc. |
2025 Q4
|
1/14/2026 |
54
|
$280 M
|
| Private Advisory Group LLC |
2025 Q4
|
1/14/2026 |
382
|
$1.3 B
|
| BARLOW WEALTH PARTNERS, LLC |
2025 Q4
|
1/14/2026 |
135
|
$930 M
|
| Ocean Park Asset Management, LLC |
2025 Q4
|
1/14/2026 |
85
|
$2.1 B
|
| DEFINED WEALTH MANAGEMENT, LLC |
2025 Q4
|
1/14/2026 |
109
|
$170 M
|
| Haven Capital Group, Inc. |
2025 Q4
|
1/14/2026 |
34
|
$110 M
|
| Adams Asset Advisors, LLC |
2025 Q4
|
1/14/2026 |
83
|
$760 M
|
| Sherman Wealth Management LLC |
2025 Q4 - RESTATEMENT
|
1/14/2026 |
77
|
$120 M
|