| Alta Partners Management Company, L.P. |
2025 Q4
|
1/13/2026 |
2
|
$100 M
|
| Granite Group Advisors, LLC |
2025 Q4
|
1/13/2026 |
90
|
$180 M
|
| DAILY JOURNAL CORP |
2025 Q4
|
1/13/2026 |
4
|
$280 M
|
| SAGE ADVISORS, LLC |
2025 Q4
|
1/13/2026 |
48
|
$150 M
|
| FSA Investment Group, LLC |
2025 Q4
|
1/13/2026 |
38
|
$160 M
|
| Geremia Financial Services, LLC |
2025 Q4
|
1/13/2026 |
10
|
$120 M
|
| VALUE HOLDINGS MANAGEMENT CO. LLC |
2025 Q4
|
1/13/2026 |
29
|
$600 M
|
| CORBYN INVESTMENT MANAGEMENT INC/MD |
2025 Q4
|
1/13/2026 |
69
|
$340 M
|
| LongView Wealth Management |
2025 Q4
|
1/13/2026 |
249
|
$410 M
|
| Quadratic Capital Management LLC |
2025 Q4
|
1/13/2026 |
2
|
$390 M
|
| Stonehearth Capital Management, LLC |
2025 Q4
|
1/13/2026 |
96
|
$270 M
|
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ |
2025 Q4
|
1/13/2026 |
457
|
$19 B
|
| Synergy Asset Management, LLC |
2025 Q4
|
1/13/2026 |
227
|
$960 M
|
| CMH Wealth Management LLC |
2025 Q4
|
1/13/2026 |
53
|
$470 M
|
| New Covenant Trust Company, N.A. |
2025 Q4
|
1/13/2026 |
90
|
$110 M
|
| FC Advisory LLC |
2025 Q4
|
1/13/2026 |
117
|
$350 M
|
| 21 West Wealth Management LLC |
2025 Q4
|
1/13/2026 |
62
|
$110 M
|
| WALLER FINANCIAL PLANNING GROUP, INC |
2025 Q4
|
1/13/2026 |
75
|
$450 M
|
| Two West Capital Advisors LLC |
2025 Q4
|
1/13/2026 |
96
|
$170 M
|
| John W. Brooker & Co., CPAs |
2025 Q4
|
1/13/2026 |
57
|
$56 M
|
| PARSONS CAPITAL MANAGEMENT INC/RI |
2025 Q4
|
1/13/2026 |
461
|
$1.8 B
|
| Kelly Financial Services LLC |
2025 Q4
|
1/13/2026 |
123
|
$400 M
|
| MOULTON WEALTH MANAGEMENT, INC |
2025 Q4
|
1/13/2026 |
40
|
$110 M
|
| SMI Advisory Services, LLC |
2025 Q4
|
1/13/2026 |
83
|
$580 M
|
| Baker Chad R |
2025 Q4
|
1/13/2026 |
57
|
$560 M
|
| RIVERBRIDGE PARTNERS LLC |
2025 Q4
|
1/13/2026 |
188
|
$5.3 B
|
| West Financial Advisors, LLC |
2025 Q4
|
1/13/2026 |
236
|
$590 M
|
| Kathmere Capital Management, LLC |
2025 Q4
|
1/13/2026 |
577
|
$1.5 B
|
| CPA Asset Management Group, LLC |
2025 Q4
|
1/13/2026 |
106
|
$280 M
|
| RAMSEY QUANTITATIVE SYSTEMS |
2025 Q4
|
1/13/2026 |
13
|
$110 M
|
| Triangle Securities Wealth Management |
2025 Q4
|
1/13/2026 |
214
|
$470 M
|
| Buttonwood Financial Group, LLC |
2025 Q4
|
1/13/2026 |
33
|
$190 M
|
| Hartz Capital, Inc. |
2025 Q4
|
1/13/2026 |
1
|
$0
|
| SYQUANT CAPITAL SAS |
2025 Q4
|
1/13/2026 |
37
|
$820 M
|
| BUTENSKY & COHEN FINANCIAL SECURITY, INC |
2025 Q4
|
1/13/2026 |
131
|
$370 M
|
| PartnerRe Asset Management CORP |
2025 Q4
|
1/13/2026 |
2
|
$140 M
|
| IFG Advisors, LLC |
2025 Q4
|
1/13/2026 |
154
|
$600 M
|
| NatWest Group plc |
2025 Q4
|
1/13/2026 |
72
|
$430 M
|
| ALBERT D MASON INC |
2025 Q4
|
1/13/2026 |
139
|
$150 M
|
| Cadent Capital Advisors, LLC |
2025 Q4
|
1/13/2026 |
196
|
$390 M
|
| Bank & Trust Co |
2025 Q4
|
1/13/2026 |
296
|
$140 M
|
| NORDEN GROUP LLC |
2025 Q4
|
1/13/2026 |
605
|
$1.0 B
|
| BostonPremier Wealth LLC |
2025 Q4
|
1/13/2026 |
69
|
$200 M
|
| ForthRight Wealth Management, LLC |
2025 Q4
|
1/13/2026 |
71
|
$350 M
|
| FMA Wealth Management, LLC |
2025 Q4
|
1/13/2026 |
45
|
$150 M
|
| GUERRA PAN ADVISORS, LLC |
2025 Q4
|
1/13/2026 |
113
|
$170 M
|
| Sendero Wealth Management, LLC |
2025 Q4
|
1/13/2026 |
314
|
$900 M
|
| Mayflower Financial Advisors, LLC |
2025 Q4
|
1/13/2026 |
414
|
$830 M
|
| Stablepoint Partners, LLC |
2025 Q4
|
1/13/2026 |
245
|
$640 M
|
| BALANCED WEALTH GROUP LLC |
2025 Q4
|
1/13/2026 |
72
|
$270 M
|
| REGATTA CAPITAL GROUP, LLC |
2025 Q4
|
1/13/2026 |
211
|
$660 M
|
| Well Done, LLC |
2025 Q4
|
1/13/2026 |
197
|
$670 M
|
| PRESILIUM PRIVATE WEALTH, LLC |
2025 Q4
|
1/13/2026 |
76
|
$550 M
|
| Sanctuary Advisors, LLC |
2025 Q3 - NEW HOLDINGS
|
1/13/2026 |
2,423
|
$17 B
|
| Compton Wealth Advisory Group, LLC |
2025 Q4
|
1/13/2026 |
85
|
$460 M
|
| Argentarii, LLC |
2025 Q4
|
1/13/2026 |
199
|
$310 M
|
| STABLEFORD CAPITAL II LLC |
2025 Q4
|
1/13/2026 |
145
|
$280 M
|
| McClarren Financial Advisors, Inc. |
2025 Q4
|
1/13/2026 |
77
|
$170 M
|
| FLAGSTAR ADVISORS INC |
2025 Q4
|
1/13/2026 |
177
|
$300 M
|
| Lionshead Wealth Management, LLC |
2025 Q4
|
1/13/2026 |
106
|
$130 M
|
| FIRST FINANCIAL CORP /IN/ |
2025 Q4
|
1/13/2026 |
420
|
$260 M
|
| Trust Asset Management LLC |
2025 Q4
|
1/13/2026 |
226
|
$1.5 B
|
| Stonehage Fleming Financial Services Holdings Ltd |
2025 Q4
|
1/13/2026 |
269
|
$3.3 B
|
| Dream Peak Capital Ltd |
2025 Q4
|
1/12/2026 |
7
|
$970 M
|
| SCRATCH CAPITAL LLC |
2025 Q4
|
1/12/2026 |
47
|
$150 M
|
| SPRING CAPITAL MANAGEMENT, LLC |
2025 Q4
|
1/12/2026 |
49
|
$200 M
|
| Gibson Wealth Advisors LLC |
2025 Q4
|
1/12/2026 |
34
|
$150 M
|
| Signal Advisors Wealth, LLC |
2025 Q4
|
1/12/2026 |
504
|
$1.3 B
|
| DEFINE FINANCIAL, LLC |
2025 Q4
|
1/12/2026 |
43
|
$180 M
|
| Roberts Wealth Advisors, LLC |
2025 Q4
|
1/12/2026 |
99
|
$380 M
|
| Wynn Capital, LLC |
2025 Q4
|
1/12/2026 |
109
|
$210 M
|
| Exchange Bank |
2025 Q4
|
1/12/2026 |
186
|
$140 M
|
| Harrington Investments, INC |
2025 Q4
|
1/12/2026 |
84
|
$200 M
|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
2025 Q4
|
1/12/2026 |
358
|
$6.2 B
|
| NerdWallet Wealth Partners, LLC |
2025 Q4
|
1/12/2026 |
61
|
$220 M
|
| Olistico Wealth, LLC |
2025 Q4
|
1/12/2026 |
341
|
$200 M
|
| SALEM INVESTMENT COUNSELORS INC |
2025 Q4
|
1/12/2026 |
391
|
$3.5 B
|
| Aurdan Capital Management, LLC |
2025 Q4
|
1/12/2026 |
86
|
$320 M
|
| Rialto Wealth Management, LLC |
2025 Q4
|
1/12/2026 |
1,690
|
$420 M
|
| RVW Wealth, LLC |
2025 Q4
|
1/12/2026 |
181
|
$1.3 B
|
| CHICKASAW CAPITAL MANAGEMENT LLC |
2025 Q4
|
1/12/2026 |
93
|
$2.4 B
|
| PEAK FINANCIAL ADVISORS LLC |
2025 Q4
|
1/12/2026 |
87
|
$220 M
|
| Kopp Family Office, LLC |
2025 Q4
|
1/12/2026 |
21
|
$160 M
|
| Silverleafe Capital Partners, LLC |
2025 Q4
|
1/12/2026 |
98
|
$340 M
|
| Perkins Coie Trust Co |
2025 Q4
|
1/12/2026 |
273
|
$540 M
|
| Benin Management CORP |
2025 Q4
|
1/12/2026 |
138
|
$450 M
|
| Cisco Systems, Inc. |
2025 Q4
|
1/12/2026 |
4
|
$330 M
|
| Kozak & Associates, Inc. |
2025 Q4
|
1/12/2026 |
432
|
$520 M
|
| Castleview Partners, LLC |
2025 Q4
|
1/12/2026 |
197
|
$200 M
|
| Aquamarine Financial (Cayman) Ltd |
2025 Q3
|
1/12/2026 |
11
|
$970 M
|
| THOMPSON DAVIS & CO., INC. |
2025 Q4
|
1/12/2026 |
157
|
$170 M
|
| Rempart Asset Management Inc. |
2025 Q4
|
1/12/2026 |
35
|
$530 M
|
| Paragon Advisors, LLC |
2025 Q4
|
1/12/2026 |
81
|
$370 M
|
| FFG RETIREMENT ADVISORS LLC |
2025 Q4
|
1/12/2026 |
44
|
$160 M
|
| SeaCrest Wealth Management, LLC |
2025 Q4
|
1/12/2026 |
632
|
$990 M
|
| SENTINEL PENSION ADVISORS, LLC |
2025 Q4
|
1/12/2026 |
131
|
$650 M
|
| Corundum Group, Inc. |
2025 Q4
|
1/12/2026 |
113
|
$300 M
|
| Roble, Belko & Company, Inc |
2025 Q4
|
1/12/2026 |
502
|
$760 M
|
| Traynor Capital Management, Inc. |
2025 Q4
|
1/12/2026 |
366
|
$1.9 B
|
| Lancaster Investment Management |
2025 Q4
|
1/12/2026 |
8
|
$190 k
|