| Calder Financial LLC |
2026 Q1
|
4/7/2026 |
40
|
$100 M
|
| Sage Capital Advisors,llc |
2026 Q1
|
4/7/2026 |
129
|
$430 M
|
| Plus Group Wealth Advisors LLC |
2026 Q1
|
4/7/2026 |
41
|
$91 M
|
| Twele Capital Management, Inc. |
2026 Q1
|
4/7/2026 |
39
|
$560 M
|
| G&S Capital LLC |
2026 Q1
|
4/7/2026 |
133
|
$280 M
|
| CULTIVAR CAPITAL, INC. |
2026 Q1
|
4/7/2026 |
46
|
$160 M
|
| Investment Partners Asset Management, Inc. |
2026 Q1
|
4/7/2026 |
163
|
$160 M
|
| First Citizens Financial Corp |
2026 Q1
|
4/7/2026 |
136
|
$210 M
|
| Hobart Private Capital, LLC |
2026 Q1
|
4/7/2026 |
341
|
$510 M
|
| Bath Savings Trust Co |
2026 Q1
|
4/7/2026 |
269
|
$940 M
|
| Holland Advisory Services, Inc. |
2026 Q1
|
4/7/2026 |
47
|
$75 M
|
| Orgel Wealth Management, LLC |
2026 Q1
|
4/7/2026 |
95
|
$4.6 B
|
| Stonekeep Investments, LLC |
2026 Q1
|
4/7/2026 |
66
|
$150 M
|
| Financially Speaking Inc |
2026 Q1
|
4/7/2026 |
116
|
$21 M
|
| U.S. Capital Wealth Advisors, LLC |
2026 Q1
|
4/7/2026 |
1,014
|
$4.0 B
|
| InvesTrust |
2026 Q1
|
4/7/2026 |
91
|
$240 M
|
| CENTRAL BANK & TRUST CO |
2026 Q1
|
4/7/2026 |
210
|
$640 M
|
| Legacy Private Trust Co. |
2026 Q1
|
4/7/2026 |
361
|
$1.6 B
|
| AMS Capital Ltda |
2026 Q1
|
4/7/2026 |
15
|
$260 k
|
| Farther Finance Advisors, LLC |
2026 Q1
|
4/7/2026 |
5,767
|
$11 B
|
| FARMERS TRUST CO |
2026 Q1
|
4/7/2026 |
203
|
$640 M
|
| Deane Retirement Strategies, Inc. |
2026 Q1
|
4/7/2026 |
57
|
$250 M
|
| Alpha Omega Wealth Management LLC |
2026 Q1
|
4/7/2026 |
206
|
$620 M
|
| SMI Advisory Services, LLC |
2026 Q1
|
4/7/2026 |
89
|
$610 M
|
| JACOBS & CO/CA |
2026 Q1
|
4/7/2026 |
124
|
$1.0 M
|
| BLUELINE ADVISORS LLC |
2026 Q1
|
4/7/2026 |
217
|
$130 M
|
| Bulwark Capital Corp |
2026 Q1
|
4/7/2026 |
100
|
$160 M
|
| Estate Planners Group, LLC |
2025 Q4
|
4/7/2026 |
512
|
$230 M
|
| CenturyLink Investment Management Co |
2026 Q1 - NEW HOLDINGS
|
4/7/2026 |
3
|
$170 M
|
| Comprehensive Financial Planning, Inc./PA |
2026 Q1
|
4/7/2026 |
387
|
$140 M
|
| Claris Financial LLC |
2025 Q3
|
4/7/2026 |
170
|
$180 M
|
| GK Wealth Management LLC |
2026 Q1
|
4/7/2026 |
51
|
$110 M
|
| LEGACY SOLUTIONS, LLC |
2026 Q1
|
4/7/2026 |
77
|
$110 M
|
| ANDERSON HOAGLAND & CO |
2026 Q1
|
4/7/2026 |
136
|
$1.2 B
|
| Green Alpha Advisors, LLC |
2026 Q1
|
4/7/2026 |
107
|
$100 M
|
| Hoffman, Alan N Investment Management |
2026 Q1
|
4/7/2026 |
13
|
$150 M
|
| Barden Capital Management, Inc. |
2026 Q1
|
4/7/2026 |
58
|
$120 M
|
| Attessa Capital LLC |
2026 Q1
|
4/7/2026 |
35
|
$180 M
|
| Crescent Sterling, Ltd. |
2026 Q1
|
4/7/2026 |
80
|
$100 M
|
| City Center Advisors, LLC |
2026 Q1
|
4/7/2026 |
155
|
$110 M
|
| DWR WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/7/2026 |
51
|
$110 M
|
| SIGNATUREFD, LLC |
2026 Q1
|
4/7/2026 |
3,488
|
$6.5 B
|
| JBGlobal.com LLC |
2026 Q1
|
4/7/2026 |
27
|
$100 M
|
| KRM WEALTH MANAGEMENT L.L.C. |
2025 Q4
|
4/7/2026 |
40
|
$180 M
|
| Cardinal Capital Management, Inc. |
2026 Q1
|
4/7/2026 |
69
|
$3.7 B
|
| Trinity Financial Advisors LLC |
2026 Q1
|
4/7/2026 |
89
|
$350 M
|
| CenturyLink Investment Management Co |
2026 Q1
|
4/7/2026 |
1
|
$77 M
|
| CoreCap Advisors, LLC |
2026 Q1
|
4/7/2026 |
2,937
|
$2.9 B
|
| Oasis Advisors, LLC |
2025 Q4
|
4/7/2026 |
75
|
$190 M
|
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. |
2026 Q1
|
4/7/2026 |
59
|
$170 M
|
| O'Keefe Stevens Advisory, Inc. |
2026 Q1
|
4/7/2026 |
76
|
$400 M
|
| EASTERN BANK |
2026 Q1
|
4/7/2026 |
1,491
|
$5.8 B
|
| St. Louis Financial Planners Asset Management, LLC |
2026 Q1
|
4/7/2026 |
33
|
$180 M
|
| Agate Pass Investment Management, LLC |
2026 Q1
|
4/7/2026 |
105
|
$260 M
|
| ABNER HERRMAN & BROCK LLC |
2026 Q1
|
4/7/2026 |
108
|
$900 k
|
| Heartwood Wealth Advisors LLC |
2026 Q1
|
4/7/2026 |
223
|
$1.1 B
|
| Fragasso Financial Advisors Inc |
2026 Q1
|
4/7/2026 |
323
|
$1.7 B
|
| Five Oceans Advisors |
2026 Q1
|
4/7/2026 |
193
|
$280 M
|
| Employees Provident Fund Board |
2014 Q1
|
4/7/2026 |
52
|
$3.1 B
|
| Martin Capital Partners, LLC |
2026 Q1
|
4/7/2026 |
68
|
$270 k
|
| Employees Provident Fund Board |
2014 Q2
|
4/7/2026 |
56
|
$3.2 B
|
| Retirement Wealth Solutions LLC |
2026 Q1
|
4/7/2026 |
822
|
$160 M
|
| Ethos Capital Management, Inc. |
2026 Q1
|
4/7/2026 |
56
|
$120 M
|
| HOWARD FINANCIAL SERVICES, LTD. |
2026 Q1
|
4/7/2026 |
223
|
$890 M
|
| Employees Provident Fund Board |
2014 Q3
|
4/7/2026 |
54
|
$3.2 B
|
| Carolina Wealth Advisors, LLC |
2026 Q1
|
4/7/2026 |
278
|
$240 M
|
| Employees Provident Fund Board |
2014 Q4
|
4/7/2026 |
54
|
$3.3 B
|
| Capital Asset Managemnet, LLC |
2025 Q4
|
4/7/2026 |
74
|
$90 M
|
| Cooper Financial Group |
2026 Q1
|
4/7/2026 |
425
|
$990 M
|
| ARMSTRONG HENRY H ASSOCIATES INC |
2026 Q1
|
4/7/2026 |
62
|
$980 M
|
| FIRST FINANCIAL CORP /IN/ |
2026 Q1
|
4/7/2026 |
413
|
$250 M
|
| Round Rock Advisors LLC |
2025 Q4 - RESTATEMENT
|
4/7/2026 |
326
|
$660 M
|
| PARK AVENUE SECURITIES LLC |
2026 Q1
|
4/7/2026 |
1,517
|
$13 M
|
| Seilern Investment Management Ltd |
2026 Q1
|
4/7/2026 |
24
|
$840 M
|
| Marex Group plc |
2024 Q3
|
4/7/2026 |
901
|
$4.4 B
|
| InTrack Investment Management Inc |
2026 Q1
|
4/6/2026 |
108
|
$180 M
|
| Rosenberg Matthew Hamilton |
2026 Q1
|
4/6/2026 |
799
|
$490 M
|
| Versant Capital Management, Inc |
2026 Q1
|
4/6/2026 |
2,777
|
$1.0 B
|
| Baring Financial LLC |
2026 Q1
|
4/6/2026 |
72
|
$160 M
|
| IFS Advisors, LLC |
2026 Q1
|
4/6/2026 |
217
|
$190 M
|
| MSRH, LLC |
2025 Q4
|
4/6/2026 |
28
|
$90 M
|
| CX Institutional |
2026 Q1
|
4/6/2026 |
1,548
|
$3.3 M
|
| ATMOS ADVISORY, LLC |
2026 Q1
|
4/6/2026 |
20
|
$180 M
|
| Washington Trust Advisors, Inc. |
2026 Q1
|
4/6/2026 |
870
|
$1.2 B
|
| WASHINGTON TRUST Co |
2026 Q1
|
4/6/2026 |
558
|
$3.0 B
|
| Karras Company, Inc. |
2026 Q1
|
4/6/2026 |
61
|
$99 M
|
| GREENHAVEN ASSOCIATES INC |
2026 Q1
|
4/6/2026 |
27
|
$6.1 B
|
| ACIMA PRIVATE WEALTH, LLC |
2026 Q1
|
4/6/2026 |
177
|
$320 M
|
| HIGHLINE WEALTH PARTNERS LLC |
2026 Q1
|
4/6/2026 |
1,298
|
$390 M
|
| GAMMA Investing LLC |
2026 Q1
|
4/6/2026 |
4,110
|
$2.1 B
|
| STABLEFORD CAPITAL II LLC |
2026 Q1
|
4/6/2026 |
144
|
$270 M
|
| Old Port Advisors |
2026 Q1
|
4/6/2026 |
239
|
$430 M
|
| Sincerus Advisory, LLC |
2026 Q1
|
4/6/2026 |
76
|
$130 M
|
| Miller Global Investments, LLC |
2026 Q1
|
4/6/2026 |
279
|
$110 M
|
| Hiley Hunt Wealth Management |
2026 Q1
|
4/6/2026 |
47
|
$230 M
|
| Israel Discount Bank of New York |
2026 Q1
|
4/6/2026 |
43
|
$46 M
|
| Trust Co of the South |
2026 Q1
|
4/6/2026 |
146
|
$620 M
|
| HALL LAURIE J TRUSTEE |
2026 Q1
|
4/6/2026 |
270
|
$280 M
|
| PRIVATE CLIENT SERVICES, LLC |
2026 Q1
|
4/6/2026 |
208
|
$330 M
|
| Box Hill Private Wealth LLC |
2026 Q1
|
4/3/2026 |
66
|
$100 M
|