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Who owns AstraZeneca?

CUSIP Number: 046353108

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Analyze quarterly positions in AstraZeneca with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of AstraZeneca stock

Who bought or sold AstraZeneca this quarter?

Fund or Company Name	Shares Held	Valued At	Change in Shares	As Of	Actions
Wellington Management Company	23M	$2.1B	-29%	Dec 2025	View chart
FMR	22M	$2.0B	1%	Dec 2025	View chart
Sanders Capital	14M	$1.3B	1%	Dec 2025	View chart
Atlantic Trust	8.1M	$743M	-1%	Dec 2025	View chart
Arrowstreet Capital, Limited Partnership	5.5M	$510M	553%	Dec 2025	View chart
Neuberger Berman Group	5.0M	$456M	-2%	Dec 2025	View chart
Northern Trust	4.8M	$437M	3%	Dec 2025	View chart
Raymond James Financial	4.4M	$406M	0%	Dec 2025	View chart
Fayez Sarofim & Co	4.3M	$392M	9%	Dec 2025	View chart
American Century Companies	3.4M	$317M	57%	Dec 2025	View chart
Barclays	3.1M	$282M	128%	Dec 2025	View chart
Susquehanna International	2.3M	$213M	-11%	Dec 2025	View chart
National Bank Of Canada /fi/	2.2M	$206M	100%	Dec 2025	View chart
Crawford Investment Counsel	1.5M	$142M	-2%	Dec 2025	View chart
Clark Capital Management Group	1.3M	$119M	0%	Dec 2025	View chart
Causeway Capital Management	1.0M	$93M	-5%	Dec 2025	View chart
State Street Corporation	842k	$77M	-13%	Dec 2025	View chart
Epoch Investment Partners	827k	$76M	-20%	Dec 2025	View chart
Harvest Portfolios Group	755k	$69M	-5%	Dec 2025	View chart
Van Eck Associates Corp.	613k	$56M	98%	Dec 2025	View chart
Goodman & Company, Investment Counsel	579k	$53M	2006%	Dec 2025	View chart
Bnp Paribas Investment Partners	438k	$40M	100%	Dec 2025	View chart
Charles Schwab Investment Management	422k	$39M	16%	Dec 2025	View chart
Integral Health Asset Management	350k	$32M	17%	Dec 2025	View chart
Victory Capital Management	329k	$30M	-12%	Dec 2025	View chart
Adage Capital Partners GP	298k	$27M	-56%	Dec 2025	View chart
Ohio Pers	279k	$26M	1871%	Dec 2025	View chart
Baird Financial	268k	$25M	0%	Dec 2025	View chart
Us Bancorp	259k	$24M	7%	Dec 2025	View chart
Old Mission Capital	238k	$22M	100%	Dec 2025	View chart
Caption Management	238k	$22M	135%	Dec 2025	View chart
Warren Averett Asset Management	238k	$22M	0%	Dec 2025	View chart
Silvercrest Asset Management Group	236k	$22M	-4%	Dec 2025	View chart
Advisor Group Holdings	183k	$17M	-3%	Dec 2025	View chart
Qube Research & Technologies	180k	$17M	-83%	Dec 2025	View chart
Healthcare Of Ontario Pension Plan Trust Fund	179k	$16M	6%	Dec 2025	View chart
Hilton Capital Management	145k	$13M	0%	Dec 2025	View chart
Foresight Global Investors	145k	$29M	-50%	Mar 2026	View chart
Wiley Bros.-aintree Capital	135k	$12M	19%	Dec 2025	View chart
Rafferty Asset Management	134k	$12M	-16%	Dec 2025	View chart
Colony	128k	$12M	25%	Dec 2025	View chart
Cumberland Partners	125k	$12M	0%	Dec 2025	View chart
Capital Fund Management	122k	$24M	149%	Mar 2026	View chart
Dodge & Cox	121k	$11M	-12%	Dec 2025	View chart
Edentree Asset Management	117k	$23M	100%	Mar 2026	View chart
Laird Norton Tyee Trust	102k	$9.4M	100%	Dec 2025	View chart
Nissay Asset Management Corp	84k	$7.7M	8%	Dec 2025	View chart
Pinnacle Financial Partners	84k	$7.7M	100%	Dec 2025	View chart
Ieq Capital	70k	$6.5M	-6%	Dec 2025	View chart
Pinkerton Retirement Specialists	69k	$6.4M	-1%	Mar 2026	View chart
Rnc Capital Management	66k	$6.1M	-1%	Dec 2025	View chart
Evergreen Capital Management	65k	$6.0M	50%	Dec 2025	View chart
Gabelli Funds	63k	$5.8M	-13%	Dec 2025	View chart
Axiom International Investors	63k	$12M	100%	Mar 2026	View chart
GLOBALT Investments LLC / GA	62k	$5.7M	-3%	Dec 2025	View chart
Banque Transatlantique SA	62k	$12M	15368%	Mar 2026	View chart
Jones Financial Companies, L.L	60k	$5.5M	44%	Dec 2025	View chart
Global Retirement Partners	56k	$5.2M	121%	Dec 2025	View chart
Tower Research Capital	56k	$5.1M	-75%	Dec 2025	View chart
Eagle Global Advisors	53k	$4.9M	-1%	Dec 2025	View chart
We Are One Seven	51k	$4.7M	10%	Dec 2025	View chart
Morton Community Bank	51k	$4.7M	3%	Dec 2025	View chart
Vident Advisory	50k	$4.6M	-4%	Dec 2025	View chart
Transatlantique Private Wealth	47k	$8.7M	0%	Dec 2025	View chart
Mengis Capital Management	47k	$9.2M	-50%	Mar 2026	View chart
Clayton Partners	46k	$4.2M	-1%	Dec 2025	View chart
GAM Holding	43k	$3.9M	100%	Dec 2025	View chart
Atomi Financial Group	43k	$3.9M	29%	Dec 2025	View chart
Snowden Capital Advisors	39k	$3.5M	5%	Dec 2025	View chart
Ethic	36k	$7.0M	-63%	Mar 2026	View chart
Catalytic Wealth RIA	35k	$3.3M	9%	Dec 2025	View chart
Wahed Invest	35k	$6.8M	100%	Mar 2026	View chart
Aperture Investors	34k	$3.1M	0%	Dec 2025	View chart
Bellevue Group	30k	$2.8M	-15%	Dec 2025	View chart
White Lighthouse Investment Management	30k	$2.8M	-7%	Dec 2025	View chart
Beacon Pointe Advisors	30k	$2.8M	91%	Dec 2025	View chart
Exome Asset Management	28k	$5.3M	0%	Dec 2025	View chart
Cibc World Markets	28k	$2.6M	100%	Dec 2025	View chart
HighPoint Advisor	28k	$2.6M	-3%	Dec 2025	View chart
CWM	25k	$2.3M	9%	Dec 2025	View chart
NWI Management	25k	$4.9M	-50%	Mar 2026	View chart
Kayne Anderson Rudnick Investment Management	25k	$2.3M	6%	Dec 2025	View chart
SageView Advisory Group	25k	$2.3M	4%	Dec 2025	View chart
Stanley-Laman	24k	$4.7M	-52%	Mar 2026	View chart
Evelyn Partners Asset Management	23k	$2.1M	-1%	Dec 2025	View chart
Canandaigua National Bank and Trust Company	22k	$2.0M	7%	Dec 2025	View chart
Sanibel Captiva Trust Company	21k	$1.9M	7%	Dec 2025	View chart
Potomac Fund Management	21k	$1.9M	-4%	Dec 2025	View chart
Monte Financial Group	21k	$1.9M	0%	Dec 2025	View chart
Brandywine Global Investment Management	20k	$1.9M	-95%	Dec 2025	View chart
Laurion Capital Management	19k	$1.7M	0%	Dec 2025	View chart
Wealth Alliance	19k	$1.7M	-1%	Dec 2025	View chart
Bank Of Hawaii	19k	$1.7M	7%	Dec 2025	View chart
CSM Advisors	18k	$1.7M	22%	Dec 2025	View chart
IHT Wealth Management	18k	$1.6M	0%	Dec 2025	View chart
Coppell Advisory Solutions	17k	$1.6M	-11%	Dec 2025	View chart
Hanson McClain Advisors	16k	$1.5M	-1%	Dec 2025	View chart
Ascent Group	16k	$1.4M	-5%	Dec 2025	View chart
Sectoral Asset Management	15k	$1.4M	-19%	Dec 2025	View chart
Dillon & Associates	14k	$2.8M	-45%	Mar 2026	View chart
SkyView Investment Advisors	14k	$1.3M	-1%	Dec 2025	View chart
Lebenthal Global Advisors	13k	$1.2M	100%	Dec 2025	View chart
Fiduciary Trust Company	13k	$1.2M	1%	Dec 2025	View chart
Copos Capital S.a r.l.	13k	$1.2M	100%	Dec 2025	View chart
CI Private Wealth	13k	$2.4M	-94%	Mar 2026	View chart
SIH Partners, L	12k	$1.1M	0%	Dec 2025	View chart
IFP Advisors	12k	$1.1M	-5%	Mar 2026	View chart
De Burlo Group	12k	$1.1M	0%	Dec 2025	View chart
Horizon Kinetics Asset Management	11k	$1.0M	-4%	Dec 2025	View chart
Bridgewater Advisors	11k	$993k	3%	Dec 2025	View chart
Marshall Wace	11k	$1.0M	-98%	Dec 2025	View chart
Phillips Wealth Planners	11k	$980k	-5%	Dec 2025	View chart
RB Capital Management	11k	$982k	-4%	Dec 2025	View chart
Clarius	11k	$981k	0%	Dec 2025	View chart
Strategic Global Advisors	10k	$929k	205%	Dec 2025	View chart
Driehaus Capital Management	9.8k	$899k	62%	Dec 2025	View chart
Entropy Technologies	9.4k	$868k	100%	Dec 2025	View chart
Aries Wealth Management	9.4k	$867k	2%	Dec 2025	View chart
Diversified Enterprises	9.0k	$829k	29%	Dec 2025	View chart
Huntington National Bank	9.0k	$823k	-8%	Dec 2025	View chart
Legacy Capital Wealth Partners	8.0k	$735k	-9%	Dec 2025	View chart
Westport Asset Management	7.5k	$1.5M	-50%	Mar 2026	View chart
Fca Corp	7.5k	$690k	0%	Dec 2025	View chart
Evelyn Partners Investment Management	7.5k	$687k	2%	Dec 2025	View chart
Raelipskie Partnership	7.4k	$1.4M	100%	Mar 2026	View chart
FNY Investment Advisers	7.3k	$1.4M	100%	Mar 2026	View chart
Quadrature Capital	7.1k	$648k	100%	Dec 2025	View chart
A. D. Beadell Investment Counsel	7.0k	$1.4M	-50%	Mar 2026	View chart
Pursuit Wealth Management	6.9k	$636k	100%	Dec 2025	View chart
Evoke Wealth	6.7k	$616k	45%	Dec 2025	View chart
Pointe Capital Management	5.8k	$537k	-14%	Dec 2025	View chart
DCF Advisers	5.8k	$1.1M	-87%	Mar 2026	View chart
XTX Topco	5.7k	$526k	-67%	Dec 2025	View chart
Westerkirk Capital	5.5k	$502k	-54%	Dec 2025	View chart
Jump Financial	5.2k	$481k	-77%	Dec 2025	View chart
Verition Fund Management	5.2k	$476k	-21%	Dec 2025	View chart
Harvest Fund Management	5.2k	$1.0M	-88%	Mar 2026	View chart
1620 Investment Advisors	5.0k	$992k	-49%	Mar 2026	View chart
Marotta Asset Management	5.0k	$995k	-50%	Mar 2026	View chart
Redwood Investment Management	4.7k	$436k	-1%	Dec 2025	View chart
Modern Wealth Management	4.7k	$435k	20%	Dec 2025	View chart
Corient IA	4.6k	$426k	-34%	Dec 2025	View chart
Empower Advisory Group	4.4k	$408k	-20%	Dec 2025	View chart
Cinctive Capital Management	4.1k	$375k	-97%	Dec 2025	View chart
Cullinan Associates	4.0k	$791k	-50%	Mar 2026	View chart
Ameriflex Group	3.9k	$359k	-50%	Dec 2025	View chart
First Long Island Investors	3.8k	$353k	0%	Dec 2025	View chart
Main Street Financial Solutions	3.8k	$352k	-11%	Dec 2025	View chart
Lvm Capital Management	3.7k	$731k	-50%	Mar 2026	View chart
Wick Capital Partners	3.7k	$722k	-49%	Mar 2026	View chart
Fruth Investment Management	3.5k	$690k	-50%	Mar 2026	View chart
STF Management	3.4k	$312k	-61%	Dec 2025	View chart
Gotham Asset Management	2.9k	$566k	-31%	Mar 2026	View chart
Sax Wealth Advisors	2.7k	$253k	-37%	Mar 2026	View chart
North Star Asset Management	2.7k	$524k	-50%	Mar 2026	View chart
Gts Securities	2.6k	$241k	-89%	Dec 2025	View chart
Philadelphia Trust Company	2.5k	$493k	-50%	Mar 2026	View chart
Hilltop Holdings	2.5k	$229k	-83%	Dec 2025	View chart
Curbstone Financial Management	2.3k	$444k	-50%	Mar 2026	View chart
GPS Wealth Strategies Group	1.5k	$136k	-74%	Dec 2025	View chart

Who sold out of AstraZeneca?

Fund or Company Name	Date Sold	Shares Held	Valued At
PRIMECAP Management Company	Dec 2025	37M	$3.4B
Fisher Investments	Dec 2025	22M	$2.0B
Franklin Resources	Dec 2025	20M	$1.9B
Capital Research and Management Company - Division 3	Dec 2025	15M	$1.3B
Goldman Sachs Group	Dec 2025	15M	$1.3B
Morgan Stanley	Dec 2025	14M	$1.3B
Ameriprise Financial	Dec 2025	11M	$965M
Dimensional Fund Advisors	Dec 2025	6.6M	$609M
BlackRock	Dec 2025	6.1M	$562M
Jpmorgan Chase & Co	Sep 2025	4.8M	$370M
Invesco	Dec 2025	4.4M	$405M
Holocene Advisors	Dec 2025	4.3M	$398M
Robeco Investment Management	Dec 2025	4.2M	$390M
ClearBridge Advisors	Dec 2025	4.2M	$387M
Envestnet Asset Management	Dec 2025	4.1M	$373M
Swedbank AB	Dec 2025	4.0M	$367M
Harris Associates L.P	Dec 2025	3.7M	$343M
Royal Bank of Canada	Sep 2025	3.4M	$260M
Jennison Associates	Dec 2025	3.4M	$309M
Wells Fargo & Company	Dec 2025	3.1M	$288M
UBS Group	Dec 2025	2.9M	$265M
Millennium Management	Dec 2025	2.9M	$262M
Ing Investment Management	Dec 2025	2.7M	$246M
WCM Investment Management	Dec 2025	2.7M	$246M
Citadel Advisors	Dec 2025	2.6M	$236M
Two Sigma Investments	Dec 2025	2.2M	$201M
Acadian Asset Management	Dec 2025	2.2M	$200M
Natixis Asset Management Advisors	Dec 2025	2.1M	$189M
Point72 Asset Management	Dec 2025	1.9M	$175M
Bank Julius Baer & Co. Ltd, Zurich	Dec 2025	1.8M	$166M
Alyeska Investment Group	Dec 2025	1.7M	$159M
Saturna Capital	Dec 2025	1.6M	$150M
Sofinnova Ventures	Dec 2025	1.6M	$150M
Allspring Global Investments Holdings	Dec 2025	1.6M	$149M
Manning & Napier Advisors	Dec 2025	1.5M	$143M
Branch Banking & Trust Company	Dec 2025	1.5M	$142M
LMR Partners	Dec 2025	1.5M	$139M
Balyasny Asset Management	Dec 2025	1.5M	$138M
Mackenzie Financial	Dec 2025	1.5M	$137M
Connor, Clark & Lunn Investment Management	Dec 2025	1.4M	$131M
Alliancebernstein	Dec 2025	1.3M	$124M
Lazard Asset Management	Dec 2025	1.3M	$123M
Fred Alger Management	Dec 2025	1.3M	$121M
Henderson Group	Sep 2025	1.3M	$100M
Stifel Financial	Dec 2025	1.3M	$119M
Norges Bank Investment Management	Dec 2025	1.3M	$117M
Two Sigma Advisers	Dec 2025	1.3M	$117M
Parnassus Investments	Dec 2025	1.2M	$114M
LPL Financial	Dec 2025	1.2M	$106M
Principal Financial Group	Dec 2025	1.1M	$103M
TD Asset Management	Dec 2025	1.1M	$102M
Nicholas Company	Dec 2025	1.1M	$100M
Bank of New York Mellon	Dec 2025	1.0M	$95M
Bnp Paribas Arbitrage, Snc	Dec 2025	986k	$91M
Erste Asset Management GmbH	Dec 2025	973k	$90M
Sei Investments	Dec 2025	966k	$89M
HighTower Advisors	Dec 2025	965k	$89M
DRW Holdings	Dec 2025	943k	$87M
ProShare Advisors	Dec 2025	933k	$86M
Capital World Investors	Dec 2025	914k	$84M
First Trust Advisors	Dec 2025	872k	$80M
Walleye Trading Advisors	Dec 2025	860k	$79M
Standard Life Aberdeen	Dec 2025	842k	$77M
Jane Street	Dec 2025	828k	$76M
Phoenix Holdings	Dec 2025	804k	$74M
Assenagon Asset Management	Dec 2025	787k	$72M
ZWJ Investment Counsel	Dec 2025	763k	$70M
Woodley Farra Manion Portfolio Management	Dec 2025	748k	$69M
Russell Investments	Dec 2025	739k	$68M
Mariner Wealth Advisors	Dec 2025	690k	$64M
Rockefeller Capital Management	Dec 2025	654k	$60M
HPM Partners	Dec 2025	573k	$53M
Ontario Teachers' Pension Plan Board	Dec 2025	573k	$53M
Toron Capital Markets	Dec 2025	562k	$52M
Johnston Asset Management Corp.	Dec 2025	547k	$50M
Nuveen	Dec 2025	543k	$50M
Walleye Trading	Dec 2025	537k	$49M
Deutsche Bank Aktiengesellschaft	Dec 2025	531k	$49M
BI Asset Management Fondsmaeglerselskab A/S	Dec 2025	528k	$45M
Thornburg Investment Management	Dec 2025	506k	$47M
Crestwood Advisors	Dec 2025	492k	$45M
Geode Capital Management	Dec 2025	486k	$45M
Trillium Asset Management Corporation	Dec 2025	482k	$45M
Scotia Capital	Dec 2025	462k	$42M
Squarepoint Ops	Dec 2025	431k	$40M
Mirae Asset Global Etfs Holdings	Dec 2025	421k	$39M
Capital Research Global Investors	Dec 2025	416k	$38M
Cetera Investment Advisers	Dec 2025	413k	$38M
Chilton Capital Management	Dec 2025	397k	$37M
Pathstone Holdings	Dec 2025	387k	$36M
Quantinno Capital Management	Dec 2025	377k	$35M
Main Street Research	Dec 2025	371k	$34M
Creative Planning	Dec 2025	364k	$33M
Becker Capital Management	Dec 2025	362k	$33M
Act Two Investors	Dec 2025	352k	$32M
Macquarie Group	Sep 2025	347k	$27M
Putnam Fl Investment Management	Dec 2025	336k	$31M
Assetmark	Dec 2025	335k	$31M
Wealth Enhancement Advisory Services	Dec 2025	333k	$32M
O'shaughnessy Asset Management	Dec 2025	331k	$31M
Janney Montgomery Scott	Dec 2025	325k	$30M
Mirae Asset Global Investments	Dec 2025	323k	$30M
Martin Investment Management	Dec 2025	310k	$29M
Professional Advisory Services	Dec 2025	306k	$28M
Mml Investors Services	Dec 2025	306k	$28M
Legal & General Group	Dec 2025	296k	$27M
Kornitzer Capital Management	Dec 2025	294k	$27M
Cambiar Investors	Dec 2025	276k	$25M
CIBC Global Asset Management	Dec 2025	254k	$23M
SG Americas Securities	Dec 2025	254k	$23M
Pnc Financial Services	Dec 2025	246k	$23M
NEOS Investment Management	Dec 2025	241k	$22M
Davidson Investment Advisors	Dec 2025	240k	$22M
Commonwealth Equity Services	Dec 2025	229k	$21M
Sit Investment Associates	Dec 2025	225k	$21M
Community Trust & Investment	Dec 2025	224k	$21M
CI Investments	Dec 2025	222k	$20M
Boone Capital Management	Dec 2025	220k	$20M
M^T Bank Corporation	Dec 2025	214k	$20M
Capital International	Dec 2025	213k	$20M
William Blair $ Company	Dec 2025	211k	$19M
New York State Common Retirement Fund	Dec 2025	210k	$19M
Capital Wealth Planning	Dec 2025	206k	$19M
Oddo Bhf Asset Management Sas	Dec 2025	200k	$18M
Guggenheim Capital, LLC Managers	Dec 2025	196k	$18M
Ubs Global Asset Management Americas	Dec 2025	195k	$18M
Migdal Insurance & Financial Holdings	Dec 2025	194k	$18M
Artia Global Partners	Dec 2025	191k	$18M
Gradient Investments	Dec 2025	184k	$17M
Qrg Capital Management	Dec 2025	176k	$16M
Federation des caisses Desjardins du Quebec	Dec 2025	174k	$16M
Vestmark Advisory Solutions	Dec 2025	162k	$15M
CLS Investments	Dec 2025	160k	$15M
Cullen Frost Bankers	Dec 2025	159k	$15M
Bailard	Dec 2025	159k	$15M
Marathon Capital Management	Dec 2025	158k	$15M
Parallax Volatility Advisers	Dec 2025	157k	$14M
Chesley, Taft & Associates	Dec 2025	153k	$14M
FourThought Financial Partners	Dec 2025	151k	$14M
ExodusPoint Capital Management	Dec 2025	148k	$14M
Glenmede Trust Company	Dec 2025	145k	$13M
Oak Family Advisors	Dec 2025	144k	$13M
Peapack Gladstone Financial Corp	Dec 2025	143k	$13M
JustInvest	Dec 2025	143k	$13M
Captrust Financial Advisors	Sep 2025	142k	$11M
Abc Arbitrage Sa	Dec 2025	140k	$13M
Park National Corp	Dec 2025	139k	$13M
China Universal Asset Management	Dec 2025	136k	$13M
Smith, Salley & Associates	Dec 2025	136k	$13M
Sphera Funds Management	Dec 2025	135k	$12M
Bamco	Dec 2025	135k	$12M
Gf Fund Management	Dec 2025	135k	$12M
Lido Advisors	Dec 2025	132k	$12M
Mercer Global Advisors	Dec 2025	129k	$12M
Callan Family Office	Dec 2025	129k	$12M
TCG Advisory Services	Dec 2025	129k	$12M
Cambridge Investment Research Advisors	Dec 2025	127k	$12M
Wesbanco Trust And Investments	Dec 2025	126k	$12M
Atria Investments	Dec 2025	126k	$12M
First Foundation Advisors	Dec 2025	124k	$11M
Hantz Financial Services	Dec 2025	123k	$11M
Teachers Retirement System Of The State Of Kentucky	Dec 2025	121k	$11M
SummitTX Capital	Dec 2025	120k	$11M
iA Global Asset Management	Dec 2025	119k	$11M
Skopos Labs	Dec 2025	117k	$11M
Altrius Capital Management	Dec 2025	115k	$11M
Hsbc Holdings	Dec 2025	53k	$4.9M
AQR Capital Management	Dec 2025	112k	$10M
Anchor Capital Advisors	Dec 2025	111k	$10M
Prospera Financial Services	Dec 2025	111k	$10M
Nomura Holdings	Dec 2025	110k	$10M
Manufacturers Life Insurance Company	Dec 2025	110k	$10M
RMB Capital Management	Dec 2025	109k	$10M
Park Avenue Securities	Dec 2025	107k	$9.8M
Private Advisor	Dec 2025	104k	$9.5M
Bessemer	Dec 2025	103k	$9.6M
GQG Partners	Dec 2025	102k	$9.4M
Sumitomo Mitsui Trust Holdings	Dec 2025	102k	$9.4M
Kestra Advisory Services	Dec 2025	101k	$9.2M
Triglav Investments, D.o.o.	Dec 2025	100k	$9.2M
Quadrant Capital	Dec 2025	99k	$9.1M
Union Bankshares	Dec 2025	98k	$9.0M
Oak Ridge Investments	Dec 2025	98k	$9.0M
First Merchants Bank, National Association	Dec 2025	97k	$9.0M
Federated Investors	Dec 2025	95k	$8.8M
Aquatic Capital Management	Dec 2025	94k	$8.6M
Pictet North America Advisors SA	Dec 2025	93k	$8.5M
Oliver Luxxe Assets	Dec 2025	92k	$8.4M
Goss Wealth Management	Dec 2025	90k	$8.3M
Comprehensive Portfolio Management	Dec 2025	88k	$8.1M
Bleakley Financial Group	Dec 2025	87k	$8.0M
Northwestern Mutual Wealth Management Company	Dec 2025	86k	$7.9M
WealthPlan Investment Management	Dec 2025	86k	$7.9M
Capital Group Private Client Services	Dec 2025	84k	$7.7M
Adviser Investments	Dec 2025	84k	$7.7M
Tudor Investment Corporation	Dec 2025	84k	$7.7M
Penobscot Investment Management Company	Dec 2025	84k	$7.7M
Goelzer Investment Management	Dec 2025	83k	$7.6M
Schonfeld Strategic Advisors	Dec 2025	82k	$7.5M
Geneos Wealth Management	Dec 2025	82k	$7.5M
DekaBank Deutsche Girozentrale	Dec 2025	82k	$6.8M
Advisors Asset Management	Dec 2025	80k	$7.3M
Oxbow Advisors	Dec 2025	78k	$7.2M
Watch Point Trust	Dec 2025	78k	$7.1M
Henry James International Management	Dec 2025	77k	$7.1M
Benson Investment Management Company	Dec 2025	76k	$7.0M
Calamos Advisors	Dec 2025	76k	$7.0M
Purpose Un	Dec 2025	74k	$6.8M
CIBC World Markets	Dec 2025	71k	$6.5M
Simplify Asset Management	Dec 2025	71k	$6.5M
Turtle Creek Wealth Advisors	Dec 2025	69k	$6.3M
CCM Partners	Dec 2025	67k	$6.1M
Bryn Mawr Trust	Dec 2025	67k	$6.1M
Rossmore Private Capital	Dec 2025	66k	$6.1M
Signature	Dec 2025	66k	$6.0M
Guardian Capital	Dec 2025	66k	$6.0M
Patten	Dec 2025	65k	$6.0M
Apollon Wealth Management	Dec 2025	65k	$6.0M
Azzad Asset Management	Dec 2025	65k	$6.0M
Pittenger & Anderson	Dec 2025	65k	$6.0M
SCBT Financial Corporation	Dec 2025	64k	$5.9M
Sherman Porfolios	Dec 2025	63k	$5.8M
Valicenti Advisory Services	Dec 2025	62k	$5.7M
Partner Fund Management	Sep 2025	62k	$4.7M
Timber Creek Capital Management	Dec 2025	61k	$5.6M
Brandywine Oak Private Wealth	Dec 2025	61k	$5.6M
Logan Capital Management	Dec 2025	60k	$5.5M
Naviter Wealth	Dec 2025	60k	$5.5M
Asio Capital	Dec 2025	60k	$5.5M
Principal Securities	Dec 2025	60k	$5.5M
Simplex Trading	Sep 2025	60k	$4.6M
Benjamin Edwards	Dec 2025	59k	$5.5M
Cox Capital	Dec 2025	59k	$5.5M
Mot	Dec 2025	58k	$5.3M
Factory Mutual Insurance Company	Dec 2025	58k	$5.3M
Ingalls & Snyder	Dec 2025	58k	$5.3M
Vise Technologies	Dec 2025	57k	$5.2M
Envestnet Portfolio Solutions	Dec 2025	56k	$5.2M
NewEdge Wealth	Dec 2025	56k	$5.2M
AIMZ Investment Advisors	Dec 2025	56k	$5.1M
Wsfs Capital Management	Dec 2025	55k	$5.1M
Steward Partners Investment Advisory	Dec 2025	55k	$5.1M
ProFund Advisors	Dec 2025	54k	$5.0M
Daiwa Securities Group	Dec 2025	54k	$5.0M
Keybank National Association	Dec 2025	54k	$5.0M
Crossmark Global Holdings	Dec 2025	54k	$4.9M
D. E. Shaw & Co	Dec 2025	53k	$4.9M
Kennedy Capital Management	Dec 2025	53k	$4.9M
Mitsubishi UFJ Asset Management	Dec 2025	52k	$4.8M
Fiduciary	Dec 2025	52k	$4.8M
Hm Payson & Co	Dec 2025	52k	$4.7M
Naples Global Advisors	Dec 2025	51k	$4.7M
Centiva Capital	Dec 2025	51k	$4.7M
Samjo Management	Dec 2025	51k	$4.7M
Rsm Us Wealth Management	Dec 2025	50k	$4.7M
Brookmont Capital Management	Dec 2025	50k	$4.6M
Concurrent Investment Advisors	Dec 2025	50k	$4.6M
HB Wealth Management	Dec 2025	50k	$4.6M
Robbins Farley	Dec 2025	50k	$4.6M
Ramirez Asset Management	Dec 2025	49k	$4.5M
Davenport & Co	Dec 2025	49k	$4.5M
Seascape Capital Management	Dec 2025	48k	$4.4M
Channel Wealth	Dec 2025	48k	$4.4M
Moody Lynn & Co/	Dec 2025	48k	$4.4M
James Investment Research	Dec 2025	47k	$4.3M
Sound View Wealth Advisors Group	Dec 2025	47k	$4.3M
William Blair Investment Management	Dec 2025	47k	$4.3M
Amg National Trust Bank	Dec 2025	47k	$4.3M
Aviso Financial	Dec 2025	46k	$4.3M
Credit Agricole	Dec 2025	45k	$4.1M
Caprock	Dec 2025	44k	$4.0M
Miracle Mile Advisors	Dec 2025	44k	$4.0M
Arkadios Wealth Advisors	Dec 2025	43k	$3.9M
Pacer Advisors	Dec 2025	42k	$3.9M
Natural Investments	Dec 2025	42k	$3.8M
Toronto-Dominion Bank	Sep 2025	41k	$3.1M
Madison Asset Management	Dec 2025	41k	$3.7M
Sivik Global Healthcare	Dec 2025	40k	$3.7M
LGT Fund Management	Dec 2025	40k	$3.7M
Sequoia Financial Advisors	Dec 2025	40k	$3.6M
Thrivent Financial for Lutherans	Dec 2025	39k	$3.6M
Westview Management dba Westview Investment Advisors	Dec 2025	39k	$3.6M
Louisiana State Employees Retirement System	Dec 2025	39k	$3.6M
Foundation Wealth Management	Dec 2025	38k	$3.5M
Marks Group Wealth Management	Dec 2025	38k	$3.5M
Verdence Capital Advisors	Dec 2025	37k	$3.4M
LGT Group Foundation	Dec 2025	37k	$3.4M
Burns Wealth Management	Dec 2025	37k	$3.4M
Ballentine Partners	Dec 2025	37k	$3.4M
Gray Foundation	Dec 2025	37k	$3.4M
WCG Wealth Advisors	Dec 2025	36k	$3.3M
Tealwood Asset Management	Dec 2025	36k	$3.3M
GeoWealth Management	Dec 2025	36k	$3.3M
Searle & Co.	Dec 2025	35k	$3.2M
Merit Financial Group	Dec 2025	35k	$3.2M
Equitable Trust	Dec 2025	35k	$3.2M
CenterBook Partners	Dec 2025	35k	$3.2M
Gail Mannix	Dec 2025	34k	$3.1M
Parr Mcknight Wealth Management Group	Dec 2025	33k	$3.1M
Financial Gravity Wealth	Dec 2025	33k	$3.1M
Old Port Advisors	Dec 2025	33k	$3.1M
Money Concepts Capital Corp	Dec 2025	33k	$3.0M
Founders Financial Securities	Dec 2025	32k	$3.0M
Columbus Macro	Dec 2025	32k	$3.0M
Third View Private Wealth	Dec 2025	32k	$3.0M
SCS Capital Management	Dec 2025	32k	$2.9M
Calamos Wealth Management	Dec 2025	32k	$2.9M
Rakuten Investment Management	Dec 2025	32k	$2.9M
United Capital Financial Advisers	Dec 2025	31k	$2.8M
Horizon Investments	Sep 2025	31k	$2.4M
Qtron Investments	Dec 2025	30k	$2.8M
Nordea Investment Management Ab	Dec 2025	30k	$2.8M
NTV Asset Management	Dec 2025	30k	$2.7M
EP Wealth Advisors	Dec 2025	29k	$2.7M
Kestra Private Wealth Services	Dec 2025	29k	$2.6M
Smartleaf Asset Management	Dec 2025	29k	$2.6M
Element Squared	Dec 2025	29k	$2.6M
TD Waterhouse Canada	Dec 2025	28k	$2.6M
Venturi Wealth Management	Dec 2025	28k	$2.6M
Mmbg Investment Advisors	Dec 2025	28k	$2.6M
Empowered Funds	Sep 2025	28k	$2.2M
Aaron Wealth Advisors	Dec 2025	28k	$2.6M
Krasney Financial	Dec 2025	28k	$2.6M
Jamison Private Wealth Management	Dec 2025	28k	$2.6M
Yousif Capital Management	Dec 2025	28k	$2.5M
Flow Traders US	Dec 2025	28k	$2.5M
Level Four Advisory Services	Sep 2025	28k	$2.1M
Valley National Advisers	Dec 2025	27k	$2.5M
Pensionmark Financial Group	Dec 2025	27k	$2.5M
Commerce Bank N A	Dec 2025	27k	$2.5M
Citizens National Bank Trust Department	Dec 2025	26k	$2.4M
Rhumbline Advisers	Dec 2025	26k	$2.4M
Greenleaf Trust	Dec 2025	26k	$2.4M
Parrish Capital	Dec 2025	26k	$2.4M
Engineers Gate Manager	Sep 2025	25k	$1.9M
Frank, Rimerman Advisors	Dec 2025	25k	$2.3M
Lighthouse Investment Partners	Sep 2025	25k	$1.9M
Resources Investment Advisors	Dec 2025	25k	$2.2M
Bank Of The Ozarks	Dec 2025	24k	$2.2M
D.A. Davidson & Co.	Dec 2025	24k	$2.2M
Stephens	Dec 2025	24k	$2.2M
Syon Capital	Dec 2025	24k	$2.2M
Dynasty Wealth Management	Dec 2025	24k	$4.4M
Nicholas Hoffman & Company	Dec 2025	24k	$2.2M
Wealthcare Advisory Partners	Dec 2025	24k	$2.2M
Equitable Holdings	Dec 2025	23k	$2.2M
Nomura Asset Management	Dec 2025	23k	$2.1M
AdvisorNet Financial	Dec 2025	23k	$2.1M
Perigon Wealth Management	Dec 2025	23k	$2.1M
Hudson Canyon Investment Counselors	Dec 2025	23k	$2.1M
Stablepoint Partners	Dec 2025	23k	$2.1M
Farther Finance Advisors	Dec 2025	23k	$2.1M
Karras Company	Dec 2025	23k	$2.1M
Dorsey & Whitney Trust Company	Dec 2025	22k	$2.1M
Zions Bancorporation, National Association	Dec 2025	22k	$2.1M
Vaughan Nelson Investment Management	Dec 2025	22k	$2.0M
Toroso Investments	Dec 2025	22k	$2.0M
Diversify Advisory Services	Dec 2025	22k	$2.1M
Axxcess Wealth Management	Dec 2025	22k	$2.0M
CIBC Bancorp USA	Sep 2025	22k	$1.7M
Dymon Asia Capital	Dec 2025	21k	$2.0M
Iams Wealth Management	Dec 2025	21k	$2.0M
Pinnacle Wealth Planning Services	Dec 2025	21k	$2.0M
AlphaCentric Advisors	Dec 2025	21k	$2.0M
Vista Investment Management	Dec 2025	21k	$2.0M
Hohimer Wealth Management	Dec 2025	21k	$1.9M
Summit Investment Advisors	Dec 2025	21k	$1.9M
J.w. Cole Advisors	Dec 2025	21k	$1.9M
First American Bank	Dec 2025	21k	$1.9M
Prime Capital Investment Advisors	Dec 2025	21k	$1.9M
Sagespring Wealth Partners	Dec 2025	20k	$1.9M
MAI Wealth Advisors	Dec 2025	20k	$1.9M
Advisory Services Network	Sep 2025	20k	$1.5M
Personal Cfo Solutions	Dec 2025	20k	$1.9M
Brown Advisory Holdings Incorporated	Dec 2025	20k	$1.8M
Meitav Dash Investments	Dec 2025	20k	$1.8M
Checchi Capital Advisers	Dec 2025	20k	$1.8M
Twin Tree Management	Dec 2025	20k	$1.8M
Td Private Client Wealth	Dec 2025	20k	$1.8M
Farringdon Capital	Dec 2025	20k	$1.8M
Norinchukin Bank, The	Dec 2025	20k	$1.8M
West Family Investments	Dec 2025	19k	$1.8M
Texas Bank & Trust	Dec 2025	19k	$1.8M
Regions Bank	Dec 2025	19k	$1.7M
NorthCrest Asset Manangement	Dec 2025	19k	$1.7M
Forum Financial Management	Dec 2025	19k	$1.7M
TLWM	Dec 2025	18k	$1.7M
Dynamic Advisors Solutions	Dec 2025	18k	$1.7M
Lester Murray Antman dba SimplyRich	Dec 2025	18k	$1.7M
Ronald Blue Trust	Dec 2025	18k	$1.7M
Savant Capital Management	Dec 2025	18k	$1.6M
Coldstream Capital Management	Dec 2025	17k	$1.6M
Sowell Financial Services	Dec 2025	17k	$1.6M
Intrust Bank Na	Dec 2025	17k	$1.6M
U.S. Capital Wealth Advisors	Dec 2025	17k	$1.6M
Brian Low Financial Group	Dec 2025	17k	$1.6M
Hancock Bank Trust Department	Dec 2025	16k	$1.5M
AE Wealth Management	Dec 2025	16k	$1.5M
Integrated Wealth Concepts	Dec 2025	16k	$1.5M
Figure 8 Investment Strategies	Dec 2025	16k	$1.5M
Comprehensive Financial Consultants Institutional	Dec 2025	16k	$1.5M
Cooper Financial Group	Dec 2025	16k	$1.5M
Voleon Capital Management	Dec 2025	16k	$1.4M
VestGen Advisors	Dec 2025	16k	$1.4M
Cookson, Peirce & Co	Dec 2025	16k	$1.4M
Exchange Traded Concepts	Dec 2025	15k	$1.4M
Fulton Bank, NA	Dec 2025	15k	$1.4M
Transcend Wealth Collective	Dec 2025	15k	$1.4M
SRS Capital Advisors	Dec 2025	15k	$1.4M
Sterling Capital Management	Dec 2025	15k	$1.4M
Umb Bank N A	Dec 2025	15k	$1.4M
Diameter Capital Partners	Dec 2025	15k	$1.4M
Cyndeo Wealth Partners	Dec 2025	15k	$1.4M
Altfest L J & Co	Dec 2025	15k	$1.4M
Meridian Wealth Management	Dec 2025	15k	$1.4M
Central Trust & Investment	Dec 2025	15k	$1.4M
RFG Advisory	Dec 2025	15k	$1.4M
Investors Asset Management Of Georgia	Dec 2025	15k	$1.3M
Burney Co/	Dec 2025	15k	$1.3M
Mount Yale Investment Advisors	Dec 2025	15k	$1.3M
Brucke Financial	Dec 2025	14k	$1.3M
Mitchell & Pahl Private Wealth	Dec 2025	14k	$1.3M
AlphaCore Capital	Dec 2025	14k	$1.3M
Wedbush Morgan Securities	Dec 2025	14k	$1.3M
SeaCrest Wealth Management	Dec 2025	14k	$1.3M
Avestar Capital	Dec 2025	14k	$1.3M
Garton & Associates Financial Advisors	Dec 2025	14k	$1.3M
Catalyst Funds Management Pty	Dec 2025	14k	$1.3M
Denali Advisors	Dec 2025	14k	$1.3M
VELA Investment Management	Dec 2025	14k	$1.3M
Malaga Cove Capital	Dec 2025	14k	$1.3M
Klein Pavlis & Peasley Financial	Dec 2025	14k	$1.3M
Rehmann Capital Advisory	Dec 2025	14k	$1.3M
Optas	Dec 2025	14k	$1.3M
Town & Country Bank & Trust CO dba First Bankers Trust	Dec 2025	14k	$1.3M
Moors & Cabot	Dec 2025	14k	$1.3M
Leavell Investment Management	Dec 2025	13k	$1.2M
GAMMA Investing	Dec 2025	13k	$1.2M
44 Wealth Management	Dec 2025	13k	$1.2M
Ameritas Advisory Services	Dec 2025	13k	$1.2M
Montecito Bank & Trust	Dec 2025	13k	$1.2M
Carnegie Capital Asset Management	Dec 2025	13k	$1.2M
Lee Munder Capital Group	Dec 2025	13k	$1.2M
First Affirmative Financial Network	Sep 2025	13k	$973k
Abacus Wealth Partners	Dec 2025	13k	$1.2M
Cresset Asset Management	Dec 2025	13k	$1.2M
Venture Visionary Partners	Dec 2025	13k	$1.1M
Hanson & Doremus Investment Management	Dec 2025	12k	$1.1M
Mutual Advisors	Dec 2025	12k	$1.1M
Kingsview Wealth Management	Dec 2025	12k	$1.1M
Old National Trust Company	Dec 2025	12k	$1.1M
Advocate Group	Dec 2025	12k	$1.1M
Hilltop National Bank	Dec 2025	12k	$1.1M
LVW Advisors	Dec 2025	12k	$1.1M
Hartford Funds Management	Dec 2025	12k	$1.1M
Cherokee Insurance	Dec 2025	12k	$1.1M
Empire Financial Management Company	Dec 2025	12k	$1.1M
Flaharty Asset Management	Dec 2025	12k	$1.1M
Versant Capital Management	Dec 2025	12k	$1.1M
Brown Brothers Harriman & Co.	Dec 2025	12k	$1.1M
Wedmont Private Capital	Dec 2025	12k	$1.1M
PDS Planning	Dec 2025	12k	$1.1M
Gibbs Wealth Management	Dec 2025	12k	$1.1M
Mattson Financial Services	Dec 2025	12k	$1.1M
Portside Wealth Group	Dec 2025	12k	$1.1M
Coconut Grove Bank	Dec 2025	12k	$1.1M
Connable Office	Dec 2025	12k	$1.1M
Stratos Wealth Partners	Dec 2025	11k	$1.0M
Kathmere Capital Management	Dec 2025	11k	$1.0M
Stockman Asset Management	Dec 2025	11k	$1.0M
Tiaa Trust, National Association	Dec 2025	11k	$1.0M
Canandaigua National Trust Co of Florida	Dec 2025	11k	$1.0M
Caldwell Trust	Dec 2025	11k	$1.0M
Sunbelt Securities	Dec 2025	11k	$1.0M
EPG Wealth Management	Dec 2025	11k	$1.0M
Sontag Advisory	Dec 2025	11k	$998k
Green Square Asset Management	Sep 2025	11k	$830k
Channing Global Advisors	Dec 2025	11k	$982k
Sage Rhino Capital	Dec 2025	11k	$981k
Berkshire Asset Management	Dec 2025	11k	$971k
Sigma Planning	Dec 2025	11k	$967k
Amundi	Dec 2025	11k	$964k
Summit Financial	Dec 2025	11k	$963k
Keel Point	Dec 2025	11k	$961k
Oakmont Partners	Dec 2025	10k	$961k
J.Safra Asset Management	Dec 2025	10k	$957k
Courier Capital Corp	Dec 2025	10k	$954k
Central Pacific Bank - Trust Division	Dec 2025	10k	$952k
Hartland & Co	Dec 2025	10k	$927k
USA Financial Portformulas	Dec 2025	10k	$925k
Harbour Investments	Dec 2025	10k	$923k
Essex Financial Services	Dec 2025	10k	$919k
National Asset Management	Dec 2025	9.9k	$914k
Yale Capital Corp.	Dec 2025	9.8k	$901k
Signature Estate and Investment Advisors	Dec 2025	9.8k	$898k
Summit Trail Advisors	Dec 2025	9.7k	$893k
FDx Advisors	Dec 2025	9.6k	$884k
Empirical Financial Services, LLC d/b/a Empirical Wealth Management	Dec 2025	9.5k	$877k
Guerra Pan Advisors	Dec 2025	9.5k	$874k
Community Bank & Trust, Waco, Texas	Dec 2025	9.5k	$871k
Henshaw Capital	Dec 2025	9.4k	$862k
ICICI Prudential Asset Management	Dec 2025	9.4k	$861k
Lineweaver Wealth Advisors	Dec 2025	9.3k	$855k
Johnson Investment Counsel	Dec 2025	9.3k	$855k
EJMK Ventures	Dec 2025	9.2k	$850k
Covenant Partners	Dec 2025	9.2k	$850k
Insigneo Advisory Services	Dec 2025	9.1k	$839k
Bank of Stockton Trust & Investment	Dec 2025	9.1k	$833k
Kingswood Wealth Advisors	Dec 2025	9.0k	$830k
GKV Capital Management	Dec 2025	9.0k	$827k
ADAR1 Capital Management	Dec 2025	9.0k	$827k
Westover Capital Advisors	Dec 2025	9.0k	$826k
Aprio Wealth Management	Dec 2025	8.9k	$821k
Supplemental Annuity Collective Trust of NJ	Dec 2025	8.9k	$820k
Fiera Capital Corporation	Dec 2025	8.9k	$820k
Baker Tilly Financial	Dec 2025	8.9k	$819k
Ellevest	Dec 2025	8.9k	$818k
Allianz Se	Dec 2025	8.9k	$818k
Accurate Wealth Management	Dec 2025	8.9k	$840k
Heritage Wealth Management	Dec 2025	8.8k	$812k
Qp Wealth Management	Dec 2025	8.8k	$811k
Buckingham Strategic Partners	Dec 2025	8.8k	$810k
New Republic Capital	Dec 2025	8.8k	$810k
Choate Investment Advisors	Dec 2025	8.7k	$798k
Nwam	Dec 2025	8.7k	$816k
Greystone Financial Group	Dec 2025	8.7k	$796k
Golden State Equity Partners	Dec 2025	8.6k	$790k
Advyzon Investment Management	Dec 2025	8.5k	$780k
Oakworth Capital	Dec 2025	8.4k	$773k
Vontobel Holding	Dec 2025	8.4k	$771k
Bank of Nova Scotia	Dec 2025	8.4k	$771k
Columbia Asset Management	Dec 2025	8.4k	$770k
Castle Hook Partners	Dec 2025	8.2k	$757k
FSM Wealth Advisors	Dec 2025	8.2k	$753k
Crumly & Associates	Dec 2025	8.1k	$746k
Gallacher Capital Management	Dec 2025	8.1k	$744k
Beacon Investment Advisory Services	Dec 2025	8.1k	$743k
Advisors Capital Management	Dec 2025	8.1k	$743k
Kendall Capital Management	Dec 2025	8.0k	$739k
AR Asset Management	Dec 2025	8.0k	$735k
Sivia Capital Partners	Dec 2025	8.0k	$735k
Five Oceans Advisors	Dec 2025	8.0k	$735k
Confluence Wealth Services	Dec 2025	8.0k	$734k
Leucadia National Corporation	Dec 2025	8.0k	$733k
Heritage Family Offices	Dec 2025	8.0k	$733k
Glenview Trust	Dec 2025	7.9k	$728k
Procyon Private Wealth Partners	Dec 2025	7.9k	$727k
Arete Wealth Advisors	Dec 2025	7.9k	$727k
SKBA Capital Management	Dec 2025	7.9k	$723k
Hamel Associates	Dec 2025	7.9k	$722k
Mission Wealth Management	Dec 2025	7.8k	$720k
Fedenia Advisers	Dec 2025	7.8k	$720k
Haverford Trust Company	Dec 2025	7.8k	$720k
180 Wealth Advisors	Dec 2025	7.8k	$719k
First City Capital Management	Dec 2025	7.8k	$716k
Miller Global Investments	Dec 2025	7.7k	$709k
Capstone Investment Advisors	Dec 2025	7.6k	$699k
Fifth Third Bancorp	Dec 2025	7.6k	$697k
Rathbones Brothers	Dec 2025	7.5k	$693k
Trust Co Of Toledo Na	Dec 2025	7.5k	$691k
ABN AMRO Bank	Dec 2025	7.5k	$688k
Journey Strategic Wealth	Dec 2025	7.4k	$679k
Jacobi Capital Management	Dec 2025	7.4k	$677k
Argonautica Private Wealth Management	Dec 2025	7.4k	$677k
S Harris Financial Group	Dec 2025	7.4k	$676k
Nations Financial Group	Dec 2025	7.3k	$673k
Pekin, Singer Strauss Asset Management	Dec 2025	7.3k	$670k
Bingham Private Wealth	Dec 2025	7.3k	$669k
Norden Group	Dec 2025	7.3k	$667k
Cohen Investment Advisors	Dec 2025	7.2k	$660k
Stock Yards Trust Company	Dec 2025	7.1k	$654k
First Manhattan	Dec 2025	7.1k	$654k
NWF Advisory Services	Dec 2025	7.0k	$645k
Flagship Harbor Advisors	Dec 2025	7.0k	$641k
Chung Wu Investment Group	Dec 2025	7.0k	$639k
Integrity Alliance	Dec 2025	6.9k	$638k
Traveka Wealth	Dec 2025	6.9k	$634k
Krilogy Financial	Dec 2025	6.9k	$650k
Bradley, Foster & Sargent	Sep 2025	6.9k	$528k
Prospector Partners	Sep 2025	6.9k	$528k
Banco de Sabadell	Dec 2025	6.8k	$619k
New England Research & Management	Dec 2025	6.7k	$616k
Koshinski Asset Management	Dec 2025	6.6k	$611k
Avantra Family Wealth	Dec 2025	6.6k	$609k
Centaurus Financial	Dec 2025	6.6k	$609k
Gryphon Financial Partners	Dec 2025	6.6k	$608k
Spire Wealth Management	Dec 2025	6.6k	$603k
Key FInancial	Dec 2025	6.6k	$603k
McLean Asset Management Corp	Dec 2025	6.5k	$626k
Hamilton Wealth	Dec 2025	6.5k	$596k
AlTi Global	Dec 2025	6.5k	$595k
Grandfield & Dodd	Dec 2025	6.4k	$591k
Abel Hall	Dec 2025	6.4k	$590k
Diversified Trust Company	Dec 2025	6.4k	$587k
Athena Wealth Management	Dec 2025	6.3k	$580k
Custom Index Systems	Dec 2025	6.3k	$578k
Bp Wealth Management	Dec 2025	6.2k	$574k
Simplicity Wealth	Dec 2025	6.2k	$573k
Nilsine Partners	Dec 2025	6.2k	$568k
MONECO Advisors	Dec 2025	6.2k	$568k
Cromwell Holdings	Dec 2025	6.1k	$563k
SFE Investment Counsel	Dec 2025	6.1k	$559k
AA Financial Advisors	Dec 2025	6.1k	$557k
Everpar Advisors	Dec 2025	6.0k	$556k
R Squared	Dec 2025	6.0k	$555k
SBI Securities	Dec 2025	6.0k	$553k
Williams Jones Wealth Management	Dec 2025	6.0k	$550k
Signal Advisors Wealth	Dec 2025	6.0k	$548k
Csenge Advisory Group	Dec 2025	5.9k	$546k
Pure Financial Advisors	Dec 2025	5.9k	$543k
Clean Yield Group	Dec 2025	5.9k	$542k
Foster Victor Wealth Advisors	Dec 2025	5.9k	$556k
Voya Financial Advisors	Dec 2025	5.9k	$545k
Pines Wealth Management	Dec 2025	5.8k	$536k
PFG Investments	Dec 2025	5.8k	$536k
Breakwater Capital Group	Dec 2025	5.8k	$534k
Larry Mathis Financial Planning	Dec 2025	5.8k	$530k
Great Valley Advisor Group	Dec 2025	5.7k	$527k
MOR Wealth Management	Dec 2025	5.7k	$527k
Brown Financial Advisors	Dec 2025	5.7k	$525k
_Sentinel Trust Company, LBA______________	Dec 2025	5.7k	$525k
True North Advisors	Dec 2025	5.7k	$522k
Anchyra Partners	Dec 2025	5.7k	$521k
Alhambra Investment Partners	Dec 2025	5.6k	$517k
Perpetual	Dec 2025	5.6k	$515k
Spinnaker Investment Group	Dec 2025	5.6k	$515k
Beverly Hills Private Wealth	Dec 2025	5.6k	$511k
Winton Capital	Dec 2025	5.5k	$506k
Riversedge Advisors	Dec 2025	5.4k	$501k
Moody National Bank Trust Division	Dec 2025	5.4k	$499k
Archford Capital Strategies	Dec 2025	5.4k	$497k
Gratus Wealth Advisors	Dec 2025	5.4k	$497k
Canopy Partners	Dec 2025	5.4k	$497k
Capital Asset Advisory Services	Dec 2025	5.3k	$507k
Grimes & Company	Dec 2025	5.3k	$491k
LaSalle St. Investment Advisors	Dec 2025	5.3k	$488k
BKM Wealth Management	Dec 2025	5.3k	$488k
Colonial River Wealth Management	Dec 2025	5.3k	$487k
111 Capital	Dec 2025	5.3k	$484k
Plan Group Financial	Dec 2025	5.2k	$482k
Aptus Capital Advisors	Dec 2025	5.2k	$478k
XML Financial	Dec 2025	5.2k	$478k
Focus Financial Network	Dec 2025	5.2k	$476k
Institute For Wealth Management	Dec 2025	5.2k	$475k
Essex Savings Bank	Dec 2025	5.1k	$471k
Connecticut Wealth Management	Dec 2025	5.1k	$468k
JFS Wealth Advisors	Dec 2025	5.1k	$468k
Arista Wealth Management	Dec 2025	5.1k	$466k
Noesis Capital Management Corp.	Dec 2025	5.0k	$463k
Fidelis Capital Partners	Dec 2025	5.0k	$460k
Transamerica Financial Advisors	Dec 2025	5.0k	$458k
Copley Financial Group	Dec 2025	5.0k	$456k
McKinley Carter Wealth Services	Dec 2025	4.9k	$452k
Blue Barn Wealth	Sep 2025	4.9k	$376k
Sage Mountain Advisors	Dec 2025	4.9k	$451k
Peregrine Asset Advisers	Dec 2025	4.9k	$451k
Independent Financial Group	Sep 2025	4.9k	$375k
Massey, Quick & Co	Dec 2025	4.9k	$449k
Keudell/Morrison Wealth Management	Dec 2025	4.8k	$440k
GDS Wealth Management	Dec 2025	4.8k	$440k
Fis	Dec 2025	4.8k	$437k
Cetera Trust Company	Dec 2025	4.7k	$436k
Joel Isaacson & Co	Dec 2025	4.7k	$435k
Gateway Investment Advisers	Dec 2025	4.7k	$435k
Advisors Management Group	Dec 2025	4.7k	$432k
Argent Trust	Dec 2025	4.7k	$432k
Kera Capital Partners	Dec 2025	4.7k	$435k
National Philanthropic Trust	Dec 2025	4.7k	$430k
Optivise Advisory Services	Dec 2025	4.7k	$430k
Strategic Investment Solutions	Dec 2025	4.6k	$425k
Luther King Capital Management Corporation	Dec 2025	4.6k	$425k
Wealthfront Advisers	Dec 2025	4.6k	$422k
Wealth Dimensions Group	Dec 2025	4.6k	$421k
Resonant Capital Advisors	Dec 2025	4.6k	$421k
FRG Family Wealth Advisors	Dec 2025	4.6k	$419k
Meadow Creek Wealth Advisors	Dec 2025	4.6k	$418k
BankChampaign, National Association	Dec 2025	4.5k	$417k
Keenan	Dec 2025	4.5k	$417k
Ashton Thomas Private Wealth	Dec 2025	4.5k	$414k
Thrive Wealth Management	Dec 2025	4.5k	$413k
Arwa	Dec 2025	4.5k	$411k
Opal Wealth Advisors	Dec 2025	4.5k	$411k
DeDora Capital	Dec 2025	4.5k	$410k
LifeGuide Financial Advisors	Dec 2025	4.4k	$406k
Private Trust Co Na	Dec 2025	4.4k	$405k
First Citizens Bank & Trust	Dec 2025	4.4k	$404k
Cora Capital Advisors	Dec 2025	4.4k	$402k
Braeburn Wealth Management	Dec 2025	4.4k	$400k
Paul Damon & Associates	Dec 2025	4.4k	$400k
Widmann Financial Services	Dec 2025	4.3k	$399k
Thompson, Siegel, & Walmsley	Dec 2025	4.3k	$398k
Fairvoy Private Wealth	Dec 2025	4.3k	$397k
Triad Wealth Partners	Dec 2025	4.3k	$395k
VisionPoint Advisory Group	Dec 2025	4.3k	$394k
Patriot Investment Management	Dec 2025	4.3k	$393k
Great Diamond Partners	Dec 2025	4.3k	$392k
Aspen Grove Capital	Dec 2025	4.3k	$391k
Howard Financial Services	Dec 2025	4.2k	$390k
First Financial Bank, N.A. - Trust Division	Dec 2025	4.2k	$389k
PFG Advisors	Dec 2025	4.2k	$389k
Horizon Family Wealth	Dec 2025	4.2k	$387k
Smithfield Trust Company	Dec 2025	4.2k	$388k
55 North Private Wealth	Dec 2025	4.2k	$387k
Holistic Financial Partners	Dec 2025	4.2k	$386k
Affinity Wealth Management	Dec 2025	4.2k	$386k
Visionary Wealth Advisors	Dec 2025	4.2k	$386k
Camden Capital	Dec 2025	4.2k	$385k
Atlantic Trust	Dec 2025	4.2k	$385k
Diversify Wealth Management	Dec 2025	4.2k	$394k
Inscription Capital	Dec 2025	4.2k	$383k
Integrated Advisors Network	Dec 2025	4.2k	$383k
Cypress Wealth Services	Dec 2025	4.1k	$381k
Covenant Asset Management	Dec 2025	4.1k	$380k
South Street Advisors	Dec 2025	4.1k	$379k
Murphy & Mullick Capital Management Corp	Dec 2025	4.1k	$379k
Souders Financial Advisors	Dec 2025	4.1k	$379k
SFG Wealth Management	Dec 2025	4.1k	$379k
Traub Capital Management	Dec 2025	4.1k	$378k
West Michigan Advisors	Dec 2025	4.1k	$376k
Capital Investment Management	Dec 2025	4.1k	$374k
Drive Wealth Management	Dec 2025	4.0k	$386k
Axis Wealth Partners	Dec 2025	4.0k	$371k
Ausdal Financial Partners	Dec 2025	4.0k	$369k
Cove Private Wealth	Dec 2025	4.0k	$368k
ICW Investment Advisors	Dec 2025	4.0k	$368k
Kovack Advisors	Dec 2025	4.0k	$368k
First Western Trust Bank	Dec 2025	4.0k	$367k
a16z Perennial Management	Dec 2025	4.0k	$366k
Barry Investment Advisors	Dec 2025	4.0k	$364k
ING Groep	Dec 2025	3.9k	$363k
R. M. Davis	Dec 2025	3.9k	$360k
Prosperity Consulting Group	Dec 2025	3.9k	$360k
Allianz Asset Management	Dec 2025	3.9k	$360k
Canal Capital Management	Dec 2025	3.9k	$359k
Interchange Capital Partners	Dec 2025	3.9k	$358k
Blueshift Asset Management	Sep 2025	3.9k	$298k
Magnus Financial Group	Dec 2025	3.8k	$353k
Savvy Advisors	Dec 2025	3.8k	$353k
Northstar Financial Companies	Dec 2025	3.8k	$353k
Hartford Financial Management	Dec 2025	3.8k	$353k
Monument Capital Management	Dec 2025	3.8k	$350k
Hardy Reed	Dec 2025	3.8k	$349k
Sapient Capital	Dec 2025	3.8k	$352k
BridgePort Financial Solutions	Dec 2025	3.8k	$348k
Chapin Davis	Dec 2025	3.8k	$347k
Avenue 1 Advisors	Dec 2025	3.8k	$347k
Carr Financial Group Corp	Dec 2025	3.8k	$346k
Net Worth Advisory Group	Dec 2025	3.8k	$345k
Wolverine Asset Management	Dec 2025	3.7k	$344k
Lavaca Capital	Dec 2025	3.7k	$344k
Argos Wealth Advisors	Dec 2025	3.7k	$343k
Independent Advisor Alliance	Dec 2025	3.7k	$343k
Capital Investment Advisory Services	Dec 2025	3.7k	$342k
Norway Savings Bank	Dec 2025	3.7k	$341k

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