| Unify Financial Advisors |
2026 Q3
|
11/3/2026 |
86
|
$110 M
|
| KORNITZER CAPITAL MANAGEMENT INC /KS |
2026 Q3
|
11/3/2026 |
540
|
$4.8 B
|
| VESTOR CAPITAL, LLC |
2026 Q3
|
11/3/2026 |
277
|
$1.6 B
|
| Axiom Investment Management LLC |
2026 Q3
|
11/3/2026 |
3,355
|
$120 M
|
| Balentine LLC |
2026 Q3
|
11/3/2026 |
226
|
$2.7 B
|
| Eiger Wealth Management, LLC |
2026 Q3
|
11/3/2026 |
17
|
$4.6 M
|
| Carota Wealth Management |
2026 Q2 - RESTATEMENT
|
11/3/2026 |
20
|
$8.4 M
|
| Sellwood Investment Partners LLC |
2026 Q3
|
11/3/2026 |
59
|
$280 M
|
| J. Derek Lewis & Associates Inc. |
2026 Q3
|
11/3/2026 |
234
|
$550 M
|
| Eiger Wealth Management, LLC |
2026 Q2
|
11/3/2026 |
12
|
$3.2 M
|
| Lattice Capital Management, LLC |
2026 Q3
|
11/3/2026 |
8
|
$45 M
|
| Rooted Wealth Advisors, Inc. |
2026 Q3
|
11/3/2026 |
149
|
$410 M
|
| Henderson Brothers Financial Partners, LLC |
2026 Q3
|
11/3/2026 |
75
|
$280 M
|
| IMZ Advisory Inc |
2026 Q3
|
11/3/2026 |
36
|
$330 M
|
| Rayburn West Financial Services LLC |
2026 Q3
|
11/3/2026 |
84
|
$190 M
|
| UHLMANN PRICE SECURITIES, LLC |
2026 Q3
|
11/3/2026 |
304
|
$1.9 B
|
| 180 WEALTH ADVISORS, LLC |
2026 Q3
|
11/3/2026 |
498
|
$1.0 B
|
| NOTABLE CAPITAL MANAGEMENT, L.L.C. |
2026 Q3
|
11/3/2026 |
10
|
$49 M
|
| Christian Investment Advisors, Inc. |
2026 Q3
|
11/3/2026 |
11
|
$160 M
|
| Endowment Wealth Management, Inc. |
2026 Q3
|
11/3/2026 |
196
|
$290 M
|
| Summit Creek Advisors LLC |
2026 Q3
|
11/3/2026 |
54
|
$250 M
|
| Ethic Inc. |
2026 Q3
|
11/3/2026 |
1,456
|
$8.7 B
|
| Guild Investment Management, Inc. |
2026 Q3
|
11/3/2026 |
58
|
$160 M
|
| BUCKHEAD CAPITAL MANAGEMENT LLC |
2026 Q3
|
11/3/2026 |
148
|
$290 M
|
| StoneX Group Inc. |
2026 Q3
|
11/3/2026 |
1,938
|
$2.7 B
|
| GSG Advisors LLC |
2026 Q3
|
11/3/2026 |
162
|
$470 M
|
| Skyline Advisors, Inc. |
2026 Q3
|
11/3/2026 |
120
|
$320 M
|
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO |
2026 Q3
|
11/3/2026 |
392
|
$800 M
|
| Blossom Wealth Management |
2026 Q3
|
11/3/2026 |
77
|
$75 M
|
| CROSSPOINT FINANCIAL, LLC |
2026 Q3
|
11/3/2026 |
39
|
$51 M
|
| Triune Financial Partners, LLC |
2026 Q3
|
11/3/2026 |
48
|
$490 M
|
| Family Capital Management, Inc. |
2026 Q3
|
11/3/2026 |
116
|
$260 M
|
| Almanack Investment Partners, LLC. |
2026 Q3
|
11/3/2026 |
324
|
$830 M
|
| Euro Pacific Asset Management, LLC |
2026 Q3 - NEW HOLDINGS
|
11/3/2026 |
110
|
$1.1 B
|
| Edgemoor Investment Advisors, Inc. |
2026 Q3
|
11/3/2026 |
245
|
$1.4 B
|
| BCS Wealth Management |
2026 Q3
|
11/3/2026 |
267
|
$560 M
|
| FWG Investments, LLC. |
2026 Q3
|
11/3/2026 |
119
|
$210 M
|
| Eiger Wealth Management, LLC |
2026 Q1
|
11/3/2026 |
14
|
$3.0 M
|
| MEANS INVESTMENT CO., INC. |
2026 Q3
|
11/3/2026 |
197
|
$1.4 B
|
| St. Louis Trust Co |
2026 Q3
|
11/3/2026 |
184
|
$960 M
|
| Johnson & White Wealth Management, LLC |
2026 Q3
|
11/3/2026 |
115
|
$270 M
|
| Landmark Wealth Management, LLC |
2026 Q3
|
11/3/2026 |
157
|
$420 M
|
| IronBridge Private Wealth, LLC |
2026 Q3
|
11/3/2026 |
83
|
$340 M
|
| Carnegie Lake Advisors LLC |
2026 Q3
|
11/3/2026 |
165
|
$270 M
|
| Elite Wealth Management, Inc. |
2026 Q3
|
11/3/2026 |
47
|
$520 M
|
| ABBINGTON INVESTMENT GROUP |
2026 Q3
|
11/3/2026 |
51
|
$150 M
|
| Paragon Advisors, LLC |
2026 Q3
|
11/3/2026 |
107
|
$540 M
|
| Atlas Wealth Partners, LLC |
2026 Q3
|
11/3/2026 |
63
|
$97 M
|
| AMAZON COM INC |
2026 Q3
|
11/3/2026 |
6
|
$3.8 B
|
| M Holdings Securities, Inc. |
2026 Q3
|
11/3/2026 |
620
|
$1.6 B
|
| Navigation Wealth Management, Inc. |
2026 Q3
|
11/3/2026 |
34
|
$66 M
|
| Shepherd Financial Partners LLC |
2026 Q3
|
11/3/2026 |
252
|
$1.2 B
|
| Avantax Planning Partners, Inc. |
2026 Q3
|
11/3/2026 |
445
|
$4.0 B
|
| BRIGHTON JONES LLC |
2026 Q3
|
11/3/2026 |
1,386
|
$5.7 B
|
| Candriam S.C.A. |
2026 Q3
|
11/3/2026 |
649
|
$23 B
|
| Leicht Financial Planning & Wealth Management, Inc. |
2026 Q3
|
11/3/2026 |
16
|
$240 M
|
| Richard Young Associates, Ltd. |
2026 Q3
|
11/3/2026 |
31
|
$150 M
|
| Madrid Financial Services |
2026 Q3
|
11/3/2026 |
25
|
$180 M
|
| Point Nemo Capital, LLC |
2026 Q3
|
11/3/2026 |
148
|
$210 M
|
| TRB Advisors LP |
2026 Q3
|
11/3/2026 |
3
|
$46 M
|
| Kimelman & Baird, LLC |
2026 Q3
|
11/3/2026 |
259
|
$1.3 B
|
| American State Bank (Iowa) |
2026 Q3
|
11/3/2026 |
200
|
$250 M
|
| Eiger Wealth Management, LLC |
2025 Q4
|
11/3/2026 |
16
|
$3.8 M
|
| BEAM WEALTH ADVISORS, INC. |
2026 Q3
|
11/3/2026 |
116
|
$460 M
|
| Merkkuri Wealth Advisors LLC |
2026 Q3 - RESTATEMENT
|
11/3/2026 |
78
|
$160 M
|
| CULLINAN ASSOCIATES INC |
2026 Q3
|
11/3/2026 |
210
|
$1.3 B
|
| Chapman Investment Management, LLC |
2026 Q3
|
11/3/2026 |
30
|
$130 M
|
| COOPER/HAIMS ADVISORS, LLC |
2026 Q3
|
11/3/2026 |
119
|
$230 M
|
| INTACT INVESTMENT MANAGEMENT INC. |
2026 Q3
|
11/3/2026 |
208
|
$3.3 B
|
| Financial Security Advisor, Inc. |
2026 Q3
|
11/3/2026 |
173
|
$600 M
|
| Myriad Asset Management US LP |
2026 Q3
|
11/3/2026 |
64
|
$80 M
|
| NYL Investors LLC |
2026 Q3
|
11/3/2026 |
29
|
$250 M
|
| Three Seasons Wealth, LLC |
2026 Q3
|
11/3/2026 |
171
|
$1.1 B
|
| NEW YORK LIFE INSURANCE CO |
2026 Q3
|
11/3/2026 |
3
|
$610 M
|
| Arjuna Capital |
2026 Q3
|
11/3/2026 |
109
|
$450 M
|
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS |
2026 Q3
|
11/3/2026 |
1,734
|
$22 B
|
| Strategic Advocates LLC |
2026 Q3
|
11/3/2026 |
254
|
$26 M
|
| Prudent Man Advisors, LLC |
2026 Q3
|
11/3/2026 |
144
|
$430 M
|
| Grey Fox Wealth Advisors, LLC |
2026 Q3
|
11/3/2026 |
213
|
$670 M
|
| Oceanside Advisors LLC |
2026 Q3
|
11/3/2026 |
53
|
$160 M
|
| Henderson Brothers Financial Partners, LLC |
2026 Q1 - RESTATEMENT
|
11/3/2026 |
71
|
$190 M
|
| Mirae Asset Global Investments Co., Ltd. |
2026 Q3 - NEW HOLDINGS
|
11/3/2026 |
1
|
$120 M
|
| Myriad Asset Management Advisors LLC |
2026 Q3
|
11/3/2026 |
62
|
$430 M
|
| SAWGRASS ASSET MANAGEMENT LLC |
2026 Q3
|
11/3/2026 |
181
|
$760 M
|
| Accredited Investors Inc. |
2026 Q3
|
11/3/2026 |
301
|
$2.3 B
|
| Smith Salley Wealth Management |
2026 Q3
|
11/3/2026 |
275
|
$2.4 B
|
| Ascentis Independent Advisors |
2026 Q3
|
11/3/2026 |
62,836
|
$1.7 B
|
| J. Team Financial, Inc. |
2026 Q3
|
11/3/2026 |
97
|
$120 M
|
| Sanchez Gaunt Capital Management, LLC |
2026 Q3
|
11/3/2026 |
192
|
$180 M
|
| Squire Investment Management Company, LLC |
2026 Q3
|
11/3/2026 |
98
|
$430 M
|
| Firestone Capital Management |
2026 Q3
|
11/3/2026 |
169
|
$540 M
|
| MATAURO, LLC |
2026 Q3
|
11/3/2026 |
169
|
$810 M
|
| LOCUST WOOD CAPITAL ADVISERS, LLC |
2026 Q3
|
11/3/2026 |
35
|
$4.4 B
|
| Forthright Family Wealth Advisory LLC |
2026 Q3
|
11/3/2026 |
56
|
$180 M
|
| JIM SAULNIER & ASSOCIATES, LLC |
2026 Q3
|
11/3/2026 |
152
|
$250 M
|
| W.H. Cornerstone Investments Inc. |
2026 Q3
|
11/3/2026 |
136
|
$180 M
|
| Ascentis Wealth Management, LLC |
2026 Q3
|
11/3/2026 |
18,717
|
$610 M
|
| Financial Perspectives, Inc |
2026 Q3
|
11/3/2026 |
730
|
$430 M
|
| Solutions 4 Wealth, Ltd |
2026 Q3
|
11/3/2026 |
59
|
$83 M
|
| Carota Wealth Management |
2026 Q3
|
11/3/2026 |
69
|
$120 M
|