| James Reed Financial Services, Inc. |
2025 Q4
|
1/14/2026 |
17
|
$120 M
|
| COOPER INVESTORS PTY LTD |
2025 Q4
|
1/14/2026 |
41
|
$300 M
|
| Yarbrough Capital, LLC |
2025 Q4
|
1/14/2026 |
158
|
$3.2 B
|
| Meriwether Wealth & Planning, LLC |
2025 Q4
|
1/14/2026 |
123
|
$180 M
|
| TRUST CO OF OKLAHOMA |
2025 Q4
|
1/14/2026 |
180
|
$340 M
|
| Meritas Wealth Management, LLC |
2025 Q4
|
1/14/2026 |
58
|
$210 M
|
| VANTAGE WEALTH |
2025 Q4
|
1/14/2026 |
30
|
$460 M
|
| Clarius Group, LLC |
2025 Q4
|
1/14/2026 |
384
|
$1.8 B
|
| Catterton Management Company, L.L.C. |
2025 Q4
|
1/14/2026 |
3
|
$4.8 B
|
| SJBENEN ADVISORY, LLC |
2025 Q4
|
1/14/2026 |
30
|
$110 M
|
| BCO Wealth Management LLC |
2025 Q4
|
1/14/2026 |
41
|
$160 M
|
| Centennial Wealth Advisory LLC |
2025 Q4
|
1/14/2026 |
166
|
$380 M
|
| Centurion Wealth Management LLC |
2025 Q4
|
1/14/2026 |
312
|
$460 M
|
| ORG Partners LLC |
2025 Q4
|
1/14/2026 |
37,789
|
$570 M
|
| Embree Financial Group |
2025 Q4
|
1/14/2026 |
250
|
$820 M
|
| Global View Capital Management LLC |
2025 Q4
|
1/14/2026 |
137
|
$540 M
|
| MeadowBrook Investment Advisors LLC |
2025 Q4
|
1/14/2026 |
194
|
$120 M
|
| SANDER CAPITAL ADVISORS INC |
2025 Q4
|
1/14/2026 |
12
|
$210 M
|
| AA Financial Advisors, LLC |
2025 Q4
|
1/14/2026 |
208
|
$540 M
|
| First City Capital Management, Inc. |
2025 Q4
|
1/14/2026 |
156
|
$190 M
|
| STERLING INVESTMENT ADVISORS LLC /ADV |
2025 Q4
|
1/14/2026 |
39
|
$210 M
|
| ORG Wealth Partners, LLC |
2025 Q4
|
1/14/2026 |
9,928
|
$430 M
|
| Neumann Capital Management, LLC |
2025 Q4
|
1/14/2026 |
101
|
$350 M
|
| Matthew Goff Investment Advisor, LLC |
2025 Q4
|
1/14/2026 |
87
|
$560 M
|
| Nova Wealth Management, Inc. |
2025 Q4 - NEW HOLDINGS
|
1/14/2026 |
582
|
$150 M
|
| R.H. Dinel Investment Counsel, Inc. |
2025 Q4
|
1/14/2026 |
40
|
$140 M
|
| Appian Way Asset Management LP |
2025 Q4
|
1/14/2026 |
1
|
$0
|
| Aventus Investment Advisors, Inc. |
2025 Q4
|
1/14/2026 |
147
|
$120 M
|
| CATALYST PRIVATE WEALTH, LLC |
2025 Q4
|
1/14/2026 |
77
|
$230 M
|
| Trustees of Dartmouth College |
2025 Q4
|
1/14/2026 |
9
|
$390 M
|
| DONALDSON CAPITAL MANAGEMENT, LLC |
2025 Q4
|
1/14/2026 |
231
|
$3.1 B
|
| Lantz Financial LLC |
2025 Q4
|
1/14/2026 |
247
|
$470 M
|
| TrueMark Investments, LLC |
2025 Q4
|
1/14/2026 |
240
|
$520 M
|
| Alliance Wealth Advisors, LLC |
2025 Q4
|
1/14/2026 |
156
|
$230 M
|
| NORTHWEST WEALTH MANAGEMENT, LLC |
2025 Q4
|
1/14/2026 |
250
|
$640 M
|
| Hennion & Walsh Asset Management, Inc. |
2025 Q4
|
1/14/2026 |
930
|
$2.9 B
|
| RPM Capital Partners, LLC |
2025 Q4
|
1/14/2026 |
2
|
$110 M
|
| Wallington Asset Management, LLC |
2025 Q4
|
1/14/2026 |
73
|
$790 M
|
| Longview Financial Advisors LLC |
2025 Q4
|
1/14/2026 |
175
|
$180 M
|
| Hoese & Co LLP |
2025 Q4
|
1/14/2026 |
156
|
$140 M
|
| Greenfield FTC, Inc. |
2025 Q4
|
1/14/2026 |
3
|
$760 M
|
| BEACON INVESTMENT ADVISORY SERVICES, INC. |
2025 Q4
|
1/14/2026 |
262
|
$2.5 B
|
| WOODSTOCK CORP |
2025 Q4
|
1/14/2026 |
156
|
$1.2 B
|
| Conrad Siegel Investment Advisors, Inc. |
2025 Q4
|
1/14/2026 |
59
|
$530 M
|
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. |
2025 Q4
|
1/14/2026 |
92
|
$170 M
|
| AMI INVESTMENT MANAGEMENT INC |
2025 Q4
|
1/14/2026 |
74
|
$450 M
|
| MITCHELL & PAHL PRIVATE WEALTH, LLC |
2025 Q4
|
1/14/2026 |
143
|
$240 M
|
| Goelzer Investment Management, Inc. |
2025 Q4
|
1/14/2026 |
271
|
$2.2 B
|
| CHATHAM CAPITAL GROUP, INC. |
2025 Q4
|
1/14/2026 |
198
|
$700 M
|
| New England Professional Planning Group Inc. |
2025 Q4
|
1/14/2026 |
49
|
$240 M
|
| Praetorian Wealth Management, Inc. |
2025 Q4
|
1/14/2026 |
74
|
$500 M
|
| Stegent Equity Advisors, Inc. |
2025 Q4
|
1/14/2026 |
116
|
$130 M
|
| Johnson Bixby & Associates, LLC |
2025 Q4
|
1/14/2026 |
123
|
$810 M
|
| Congress Park Capital LLC |
2025 Q4
|
1/14/2026 |
128
|
$330 M
|
| WESPAC Advisors, LLC |
2025 Q4
|
1/14/2026 |
178
|
$180 M
|
| Keystone Global Partners, LLC |
2025 Q4
|
1/14/2026 |
54
|
$230 M
|
| THOMPSON INVESTMENT MANAGEMENT, INC. |
2025 Q4
|
1/14/2026 |
526
|
$800 M
|
| One Wealth Management Investment & Advisory Services, LLC |
2025 Q4
|
1/14/2026 |
52
|
$92 M
|
| Kraft, Davis & Associates, LLC |
2025 Q4
|
1/14/2026 |
151
|
$450 M
|
| Moisand Fitzgerald Tamayo, LLC |
2025 Q4
|
1/14/2026 |
517
|
$890 M
|
| Enterprise Financial Services Corp |
2025 Q4
|
1/14/2026 |
314
|
$200 M
|
| Nova R Wealth, Inc. |
2025 Q4
|
1/14/2026 |
88
|
$270 M
|
| Ballew Advisors, Inc |
2025 Q4
|
1/14/2026 |
120
|
$180 M
|
| CIBRA Capital Ltd |
2025 Q4
|
1/14/2026 |
18
|
$58 M
|
| UNICOM Systems, Inc. |
2025 Q4
|
1/14/2026 |
22
|
$1.0 B
|
| Sicart Associates LLC |
2025 Q4
|
1/14/2026 |
76
|
$380 M
|
| Cox Capital Mgt LLC |
2025 Q4
|
1/14/2026 |
62
|
$160 M
|
| Sky Investment Group LLC |
2025 Q4
|
1/14/2026 |
142
|
$610 M
|
| Spire Wealth Management |
2025 Q4
|
1/14/2026 |
2,456
|
$3.0 B
|
| Cascade Investment Advisors, Inc. |
2025 Q4
|
1/14/2026 |
113
|
$170 M
|
| Baron Wealth Management LLC |
2025 Q4
|
1/14/2026 |
259
|
$320 M
|
| Barnes Dennig Private Wealth Management LLC |
2025 Q4
|
1/14/2026 |
312
|
$100 M
|
| Game Plan Financial Advisors, LLC |
2025 Q4
|
1/14/2026 |
368
|
$250 M
|
| Redhawk Wealth Advisors, Inc. |
2025 Q4
|
1/14/2026 |
366
|
$890 M
|
| MFA WEALTH ADVISORS, LLC |
2025 Q4
|
1/14/2026 |
84
|
$470 M
|
| Disciplined Equity Management, Inc. |
2025 Q4
|
1/14/2026 |
64
|
$190 M
|
| CPR Investments Inc. |
2025 Q4
|
1/14/2026 |
47
|
$150 M
|
| EASTERN BANK |
2025 Q4
|
1/14/2026 |
1,584
|
$5.8 B
|
| Hunter Perkins Capital Management, LLC |
2025 Q4
|
1/14/2026 |
116
|
$430 M
|
| Silchester International Investors LLP |
2025 Q4
|
1/14/2026 |
3
|
$260 M
|
| Smith Thornton Advisors LLC |
2025 Q4
|
1/14/2026 |
127
|
$200 M
|
| USA FINANCIAL FORMULAS |
2025 Q4
|
1/14/2026 |
414
|
$550 M
|
| Acropolis Investment Management, LLC |
2025 Q4
|
1/14/2026 |
297
|
$2.2 B
|
| ACT Advisors, LLC. |
2025 Q4
|
1/14/2026 |
65
|
$250 M
|
| Worth Asset Management, LLC |
2025 Q4
|
1/14/2026 |
447
|
$240 M
|
| Legal Advantage Investments, Inc. |
2025 Q4
|
1/14/2026 |
83
|
$220 M
|
| Bell Bank |
2025 Q4
|
1/14/2026 |
236
|
$2.3 B
|
| Canoe Financial LP |
2025 Q4
|
1/14/2026 |
110
|
$7.4 B
|
| InTrack Investment Management Inc |
2025 Q4
|
1/14/2026 |
108
|
$180 M
|
| Lineweaver Wealth Advisors, LLC |
2025 Q4
|
1/14/2026 |
180
|
$740 M
|
| Chesley Taft & Associates LLC |
2025 Q4
|
1/14/2026 |
624
|
$2.5 B
|
| BONNESS ENTERPRISES INC |
2025 Q4
|
1/14/2026 |
58
|
$290 M
|
| Cypress Wealth Services, LLC |
2025 Q4
|
1/14/2026 |
389
|
$720 M
|
| PETREDIS INVESTMENT ADVISORS LLC |
2025 Q4
|
1/14/2026 |
112
|
$1.3 B
|
| DLK Investment Management, LLC |
2025 Q4
|
1/14/2026 |
88
|
$270 M
|
| COTTONWOOD CAPITAL ADVISORS, LLC |
2025 Q4
|
1/14/2026 |
89
|
$140 M
|
| Cushing Capital Partners, LLC |
2025 Q4
|
1/14/2026 |
88
|
$130 M
|
| WOODWARD DIVERSIFIED CAPITAL, LLC |
2025 Q4
|
1/14/2026 |
184
|
$220 M
|
| Randall & Associates Wealth Management |
2025 Q4
|
1/14/2026 |
57
|
$140 M
|
| Clarus Wealth Advisors |
2025 Q4
|
1/14/2026 |
86
|
$240 M
|