| Wolfstich Capital, LLC |
2025 Q4
|
1/14/2026 |
17
|
$110 M
|
| Prosperity Planning, Inc. |
2025 Q4
|
1/14/2026 |
108
|
$380 M
|
| Terra Nova Asset Management LLC |
2025 Q4
|
1/14/2026 |
83
|
$150 M
|
| AUCTUS ADVISORS LLC |
2025 Q4
|
1/14/2026 |
26
|
$110 M
|
| Fluent Financial, LLC |
2025 Q4
|
1/14/2026 |
57
|
$260 M
|
| Tiller Private Wealth, Inc. |
2025 Q4
|
1/14/2026 |
65
|
$280 M
|
| Shulman DeMeo Asset Management LLC |
2025 Q4
|
1/14/2026 |
119
|
$440 M
|
| Waldron Private Wealth LLC |
2025 Q4
|
1/14/2026 |
325
|
$2.5 B
|
| ADVISORS MANAGEMENT GROUP INC /ADV |
2025 Q4
|
1/14/2026 |
160
|
$550 M
|
| CYPRESS FINANCIAL PLANNING LLC |
2025 Q4
|
1/14/2026 |
105
|
$360 M
|
| Baugh & Associates, LLC |
2025 Q4
|
1/14/2026 |
41
|
$200 M
|
| Aegis Wealth Management LLC |
2025 Q4
|
1/14/2026 |
121
|
$180 M
|
| Braun-Bostich & Associates Inc. |
2025 Q4
|
1/14/2026 |
125
|
$160 M
|
| Onyx Financial Advisors, LLC |
2025 Q4
|
1/14/2026 |
17
|
$240 M
|
| BFI Infinity Ltd. |
2025 Q4
|
1/14/2026 |
53
|
$160 M
|
| Beech Hill Advisors, Inc. |
2025 Q4
|
1/14/2026 |
95
|
$210 M
|
| Guardian Financial Partners, LLC |
2025 Q4
|
1/14/2026 |
70
|
$240 M
|
| Mechanics Bank Trust Department |
2025 Q4
|
1/14/2026 |
360
|
$760 M
|
| LVW Advisors, LLC |
2025 Q4
|
1/14/2026 |
341
|
$990 M
|
| Cornerstone Wealth Advisors, Inc. |
2025 Q4
|
1/14/2026 |
51
|
$430 M
|
| Weil Company, Inc. |
2025 Q4
|
1/14/2026 |
115
|
$430 M
|
| Allodium Investment Consultants, LLC |
2025 Q4
|
1/14/2026 |
52
|
$200 M
|
| Bond & Devick Financial Network, Inc. |
2025 Q4
|
1/14/2026 |
184
|
$360 M
|
| Nepsis Inc. |
2025 Q4
|
1/14/2026 |
30
|
$320 M
|
| Quad-Cities Investment Group, LLC |
2025 Q4
|
1/14/2026 |
190
|
$240 M
|
| Oak Asset Management, LLC |
2025 Q4
|
1/14/2026 |
104
|
$290 M
|
| CAMELOT TECHNOLOGY ADVISORS, INC. |
2025 Q4
|
1/14/2026 |
57
|
$130 M
|
| Mirador Capital Partners LP |
2025 Q4
|
1/14/2026 |
204
|
$730 M
|
| First County Bank /CT/ |
2025 Q4
|
1/14/2026 |
380
|
$190 M
|
| Kaufman Rossin Wealth, LLC |
2025 Q4
|
1/14/2026 |
157
|
$190 M
|
| WAYCROSS PARTNERS, LLC |
2025 Q4
|
1/14/2026 |
94
|
$1.2 B
|
| A. D. Beadell Investment Counsel, Inc. |
2025 Q4
|
1/14/2026 |
99
|
$150 M
|
| Southland Equity Partners LLC |
2025 Q4
|
1/14/2026 |
256
|
$510 M
|
| Stillwater Capital Advisors, LLC |
2025 Q4
|
1/14/2026 |
70
|
$930 M
|
| WEDGE CAPITAL MANAGEMENT L L P/NC |
2025 Q4
|
1/14/2026 |
511
|
$5.6 B
|
| Flywheel Private Wealth LLC |
2025 Q4
|
1/14/2026 |
84
|
$160 M
|
| EXCHANGE TRADED CONCEPTS, LLC |
2025 Q4
|
1/14/2026 |
2,704
|
$13 B
|
| Wealthcare Capital Partners, LLC |
2025 Q4
|
1/14/2026 |
149
|
$210 M
|
| Wealthcare Advisory Partners LLC |
2025 Q4
|
1/14/2026 |
1,066
|
$5.1 B
|
| WINCAP FINANCIAL LLC |
2025 Q4
|
1/14/2026 |
83
|
$150 M
|
| BOURNE LENT ASSET MANAGEMENT INC |
2025 Q4
|
1/14/2026 |
63
|
$300 M
|
| Generali Investments CEE, investicni spolecnost, a.s. |
2025 Q4
|
1/14/2026 |
396
|
$1.4 B
|
| AMIRAL GESTION |
2025 Q4
|
1/14/2026 |
27
|
$270 M
|
| CHEMUNG CANAL TRUST CO |
2025 Q4
|
1/14/2026 |
206
|
$510 M
|
| Brewster Financial Planning LLC |
2025 Q4
|
1/14/2026 |
26
|
$160 M
|
| Whitcomb & Hess, Inc. |
2025 Q4
|
1/14/2026 |
60
|
$420 M
|
| Fairvoy Private Wealth, LLC |
2025 Q4
|
1/14/2026 |
191
|
$450 M
|
| Crumly & Associates Inc. |
2025 Q4
|
1/14/2026 |
203
|
$480 M
|
| Chris Bulman Inc |
2025 Q4
|
1/14/2026 |
149
|
$230 M
|
| Lee-Kelleher Wealth Management |
2025 Q4
|
1/14/2026 |
43
|
$170 M
|
| Pallas Capital Advisors LLC |
2025 Q4
|
1/14/2026 |
882
|
$3.0 B
|
| ELEVATUS WELATH MANAGEMENT |
2025 Q4
|
1/14/2026 |
156
|
$370 M
|
| Petros Family Wealth, LLC |
2025 Q4
|
1/14/2026 |
434
|
$150 M
|
| EAGLE ROCK INVESTMENT COMPANY, LLC |
2025 Q4
|
1/14/2026 |
162
|
$710 M
|
| True Vision MN LLC |
2025 Q4
|
1/14/2026 |
111
|
$200 M
|
| WOLFF WIESE MAGANA LLC |
2025 Q4
|
1/14/2026 |
945
|
$180 M
|
| International Private Wealth Advisors LLC |
2025 Q4
|
1/14/2026 |
156
|
$160 M
|
| Verum Partners LLC |
2025 Q4
|
1/14/2026 |
169
|
$500 M
|
| EdgeRock Capital LLC |
2025 Q4
|
1/14/2026 |
129
|
$380 M
|
| InvesTrust |
2025 Q4
|
1/14/2026 |
94
|
$260 M
|
| Inflection Point Investments LLP |
2025 Q4
|
1/14/2026 |
1
|
$0
|
| HOURGLASS CAPITAL, LLC |
2025 Q4
|
1/14/2026 |
114
|
$460 M
|
| Q Fund Management (Hong Kong) Ltd |
2025 Q4
|
1/13/2026 |
33
|
$110 M
|
| ROMANO BROTHERS AND COMPANY |
2025 Q4
|
1/13/2026 |
314
|
$880 M
|
| Leonard Rickey Investment Advisors P.L.L.C. |
2025 Q4
|
1/13/2026 |
117
|
$550 M
|
| HILLTOP WEALTH ADVISORS, LLC |
2025 Q4
|
1/13/2026 |
54
|
$200 M
|
| Emergent Wealth Advisors, LLC |
2025 Q4
|
1/13/2026 |
134
|
$180 M
|
| TABR Capital Management, LLC |
2025 Q4 - RESTATEMENT
|
1/13/2026 |
103
|
$260 M
|
| Enclave Advisors LLC |
2025 Q4
|
1/13/2026 |
124
|
$710 M
|
| IRONWOOD WEALTH MANAGEMENT, INC. |
2025 Q4
|
1/13/2026 |
23
|
$220 M
|
| Tradewinds Capital Management, LLC |
2025 Q4
|
1/13/2026 |
686
|
$470 M
|
| Generate Investment Management Ltd |
2025 Q4
|
1/13/2026 |
92
|
$2.2 B
|
| Accurate Wealth Management, LLC |
2025 Q4
|
1/13/2026 |
504
|
$790 M
|
| KMG FIDUCIARY PARTNERS, LLC |
2025 Q4
|
1/13/2026 |
262
|
$1.4 B
|
| J. L. Bainbridge & Co., Inc. |
2025 Q4
|
1/13/2026 |
108
|
$1.2 B
|
| JFS WEALTH ADVISORS, LLC |
2025 Q4
|
1/13/2026 |
1,922
|
$1.8 B
|
| FAMILY WEALTH PARTNERS, LLC |
2025 Q4
|
1/13/2026 |
92
|
$280 M
|
| Net Worth Advisory Group |
2025 Q4
|
1/13/2026 |
441
|
$490 M
|
| BWM Planning, LLC |
2025 Q4
|
1/13/2026 |
127
|
$370 M
|
| Pathway Financial Advisors LLC |
2025 Q4
|
1/13/2026 |
147
|
$800 M
|
| Sherman Wealth Management LLC |
2025 Q4
|
1/13/2026 |
66
|
$100 M
|
| LEGACY SOLUTIONS, LLC |
2025 Q4
|
1/13/2026 |
81
|
$110 M
|
| MB, LEVIS & ASSOCIATES, LLC |
2025 Q4
|
1/13/2026 |
245
|
$240 M
|
| Trinity Financial Advisors LLC |
2025 Q4
|
1/13/2026 |
95
|
$360 M
|
| Capital Investment Advisors, LLC |
2025 Q4
|
1/13/2026 |
735
|
$6.6 B
|
| AVITY INVESTMENT MANAGEMENT INC. |
2025 Q4
|
1/13/2026 |
107
|
$1.4 B
|
| Team Financial Group, LLC |
2025 Q4
|
1/13/2026 |
267
|
$220 M
|
| Dakota Wealth Management |
2025 Q4
|
1/13/2026 |
777
|
$5.6 B
|
| CHERRYDALE WEALTH MANAGEMENT, LLC |
2025 Q4
|
1/13/2026 |
79
|
$330 M
|
| TRUST POINT INC. |
2025 Q4
|
1/13/2026 |
600
|
$1.3 B
|
| Stephens Consulting, LLC |
2025 Q4
|
1/13/2026 |
476
|
$310 M
|
| ADAMSBROWN WEALTH CONSULTANTS LLC |
2025 Q4
|
1/13/2026 |
125
|
$360 M
|
| AVAII WEALTH MANAGEMENT, LLC |
2025 Q4
|
1/13/2026 |
144
|
$280 M
|
| Global X Japan Co., Ltd. |
2025 Q4
|
1/13/2026 |
332
|
$1.3 B
|
| CoreCap Advisors, LLC |
2025 Q4
|
1/13/2026 |
2,951
|
$2.9 B
|
| Shearwater Capital LLC |
2025 Q4
|
1/13/2026 |
53
|
$170 M
|
| Matrix Trust Co |
2025 Q4
|
1/13/2026 |
222
|
$610 M
|
| Sharkey, Howes & Javer |
2025 Q4
|
1/13/2026 |
160
|
$790 M
|
| MATHER GROUP, LLC. |
2025 Q4
|
1/13/2026 |
646
|
$9.7 B
|
| Ausbil Investment Management Ltd |
2025 Q4
|
1/13/2026 |
67
|
$180 M
|