| American Capital Advisory, LLC |
2026 Q1
|
4/29/2026 |
1,140
|
$250 M
|
| WealthPLAN Partners, LLC |
2026 Q1
|
4/29/2026 |
275
|
$520 M
|
| ArborFi Advisors, LLC |
2026 Q1
|
4/29/2026 |
45
|
$120 M
|
| SCHMIDT P J INVESTMENT MANAGEMENT INC |
2026 Q1
|
4/29/2026 |
212
|
$590 M
|
| Opulen Financial Group LLC |
2026 Q1
|
4/29/2026 |
115
|
$140 M
|
| WealthPlan Investment Management, LLC |
2026 Q1
|
4/29/2026 |
515
|
$1.8 B
|
| LiftPoint Family Wealth Advisors LLC |
2026 Q1
|
4/29/2026 |
56
|
$120 M
|
| Aberdeen Group plc |
2026 Q1
|
4/29/2026 |
1,806
|
$62 B
|
| SIGMA INVESTMENT COUNSELORS INC |
2026 Q1
|
4/29/2026 |
194
|
$1.9 B
|
| Proactive Wealth Strategies LLC |
2026 Q1
|
4/29/2026 |
210
|
$530 M
|
| Latko Wealth Management, Ltd. |
2026 Q1
|
4/29/2026 |
36
|
$210 M
|
| Investment Research Partners LLC |
2026 Q1
|
4/29/2026 |
245
|
$250 M
|
| CONNABLE OFFICE INC |
2026 Q1
|
4/29/2026 |
224
|
$1.0 B
|
| INVESTED ADVISORS |
2026 Q1
|
4/29/2026 |
138
|
$99 M
|
| Landmark Wealth Management, LLC |
2026 Q1
|
4/29/2026 |
148
|
$370 M
|
| FORMULATE FINANCIAL LLC |
2026 Q1
|
4/29/2026 |
26
|
$81 M
|
| Curative Ventures V LLC |
2026 Q1
|
4/29/2026 |
1
|
$16 M
|
| Carnegie Lake Advisors LLC |
2026 Q1
|
4/29/2026 |
167
|
$250 M
|
| San Luis Wealth Advisors LLC |
2026 Q1
|
4/29/2026 |
175
|
$600 M
|
| Tilson Financial Group, Inc. |
2026 Q1
|
4/29/2026 |
79
|
$330 M
|
| PATRON PARTNERS, LLC |
2026 Q1
|
4/29/2026 |
185
|
$230 M
|
| Presper Financial Architects, LLC |
2026 Q1
|
4/29/2026 |
50
|
$170 M
|
| Hughes Financial Services, LLC |
2026 Q1
|
4/29/2026 |
1,720
|
$650 M
|
| OneAscent Investment Solutions LLC |
2026 Q1
|
4/29/2026 |
128
|
$100 M
|
| Cordatus Wealth Management LLC |
2026 Q1
|
4/29/2026 |
164
|
$420 M
|
| Houlihan Financial Resource Group, Ltd. |
2026 Q1
|
4/29/2026 |
109
|
$260 M
|
| Austin Asset Management Co Inc |
2026 Q1
|
4/29/2026 |
85
|
$610 M
|
| Atlas Wealth Partners, LLC |
2026 Q1
|
4/29/2026 |
65
|
$97 M
|
| CFS Investment Advisory Services, LLC |
2026 Q1
|
4/29/2026 |
353
|
$1.5 B
|
| RENASANT BANK |
2026 Q1
|
4/29/2026 |
240
|
$140 M
|
| Orin Green Financial, LLC |
2026 Q1
|
4/29/2026 |
78
|
$240 M
|
| DELTA CAPITAL MANAGEMENT LLC |
2026 Q1
|
4/29/2026 |
104
|
$180 M
|
| Aljian Capital Management, LLC |
2026 Q1
|
4/29/2026 |
131
|
$490 M
|
| Navalign, LLC |
2026 Q1
|
4/29/2026 |
127
|
$400 M
|
| McLaughlin Asset Management, Inc. |
2026 Q1
|
4/29/2026 |
91
|
$100 M
|
| BRIGHTON SECURITIES CORP. |
2026 Q1
|
4/29/2026 |
47
|
$210 M
|
| BHK Investment Advisors, LLC |
2026 Q1
|
4/29/2026 |
79
|
$300 M
|
| AG Asset Advisory, LLC |
2026 Q1
|
4/29/2026 |
25
|
$120 M
|
| Nilsine Partners, LLC |
2026 Q1
|
4/29/2026 |
416
|
$1.3 B
|
| Brooklyn Investment Group |
2026 Q1
|
4/29/2026 |
1,827
|
$3.2 B
|
| Miramar Fiduciary Corp |
2026 Q1
|
4/29/2026 |
5
|
$120 M
|
| Police & Firemen's Retirement System of New Jersey |
2026 Q1
|
4/29/2026 |
3,135
|
$12 B
|
| Sanchez Wealth Management Group |
2026 Q1
|
4/29/2026 |
53
|
$460 M
|
| SAM Advisors, LLC |
2026 Q1
|
4/29/2026 |
47
|
$320 M
|
| Baer Investment Advisory LLC |
2026 Q1 - RESTATEMENT
|
4/29/2026 |
38
|
$100 M
|
| PERRYMAN FINANCIAL ADVISORY INC /AD |
2026 Q1 - RESTATEMENT
|
4/29/2026 |
175
|
$670 M
|
| Harbour Capital Advisors, LLC |
2026 Q1
|
4/29/2026 |
280
|
$520 M
|
| SRH ADVISORS, LLC |
2026 Q1
|
4/29/2026 |
278
|
$350 M
|
| RAELIPSKIE PARTNERSHIP |
2026 Q1
|
4/29/2026 |
119
|
$240 M
|
| WRIGHT INVESTORS SERVICE INC |
2026 Q1
|
4/29/2026 |
238
|
$320 M
|
| Family Capital Trust Co |
2026 Q1 - RESTATEMENT
|
4/29/2026 |
89
|
$280 M
|
| SPEECE THORSON CAPITAL GROUP INC |
2026 Q1
|
4/29/2026 |
38
|
$440 M
|
| Kaydan Wealth Management, Inc. |
2026 Q1
|
4/29/2026 |
109
|
$300 M
|
| AM INVESTMENT STRATEGIES LLC |
2026 Q1
|
4/29/2026 |
111
|
$460 M
|
| Sunrise Financial Services, LLC |
2026 Q1
|
4/29/2026 |
622
|
$140 M
|
| TriaGen Wealth Management LLC |
2026 Q1
|
4/29/2026 |
171
|
$370 M
|
| WATERS PARKERSON & CO., LLC |
2026 Q1
|
4/29/2026 |
188
|
$1.9 B
|
| Birch Hill Investment Advisors LLC |
2026 Q1
|
4/29/2026 |
195
|
$2.2 B
|
| Live Oak Investment Partners |
2026 Q1
|
4/29/2026 |
93
|
$170 M
|
| Index Technologies Group LLC |
2026 Q1
|
4/29/2026 |
135
|
$92 M
|
| Steele Capital Management, Inc. |
2026 Q1
|
4/29/2026 |
86
|
$2.4 B
|
| FLOSSBACH VON STORCH SE |
2026 Q1
|
4/29/2026 |
109
|
$21 B
|
| SALEM INVESTMENT COUNSELORS INC |
2026 Q1 - RESTATEMENT
|
4/29/2026 |
1,238
|
$3.4 B
|
| Investment Insight Wealth Management, LLC |
2026 Q1
|
4/29/2026 |
36
|
$93 M
|
| Solidarity Wealth, LLC |
2026 Q1
|
4/29/2026 |
83
|
$520 M
|
| CVA Family Office, LLC |
2026 Q1
|
4/29/2026 |
1,839
|
$950 M
|
| Compass Financial Group, INC/SD |
2026 Q1
|
4/29/2026 |
105
|
$710 M
|
| True Link Financial Advisors, LLC |
2026 Q1 - RESTATEMENT
|
4/29/2026 |
418
|
$1.6 B
|
| BLUEFIN CAPITAL MANAGEMENT, LLC |
2025 Q4
|
4/29/2026 |
198
|
$400 M
|
| Dilation Capital Management LP |
2026 Q1
|
4/29/2026 |
20
|
$200 M
|
| BLUEFIN CAPITAL MANAGEMENT, LLC |
2025 Q3
|
4/29/2026 |
91
|
$310 M
|
| Wesleyan Assurance Society |
2026 Q1
|
4/29/2026 |
106
|
$1.7 B
|
| KLP KAPITALFORVALTNING AS |
2026 Q1
|
4/29/2026 |
2,154
|
$25 B
|
| True Link Financial Advisors, LLC |
2026 Q1
|
4/29/2026 |
418
|
$1.6 B
|
| Envestnet Portfolio Solutions, Inc. |
2026 Q1
|
4/29/2026 |
1,286
|
$18 B
|
| Mondrian Investment Partners LTD |
2026 Q1
|
4/29/2026 |
103
|
$6.7 B
|
| Bell Asset Management Ltd |
2026 Q1
|
4/29/2026 |
61
|
$340 M
|
| CAMBRIDGE CAPITAL MANAGEMENT, LLC |
2026 Q1
|
4/29/2026 |
44
|
$230 M
|
| Walker Financial Services, Inc. |
2026 Q1
|
4/29/2026 |
43
|
$290 M
|
| THOMA BRAVO, L.P. |
2026 Q1
|
4/29/2026 |
3
|
$6.7 B
|
| Hubbell Strickland Wealth Management, LLC |
2026 Q1
|
4/29/2026 |
83
|
$250 M
|
| Strategic Blueprint, LLC |
2026 Q1
|
4/29/2026 |
639
|
$1.7 B
|
| MYCIO WEALTH PARTNERS, LLC |
2026 Q1
|
4/29/2026 |
49
|
$500 M
|
| Oldfield Partners LLP |
2026 Q1
|
4/29/2026 |
18
|
$390 M
|
| Strid Group, LLC |
2026 Q1
|
4/29/2026 |
85
|
$810 M
|
| Exane Asset Management |
2026 Q1
|
4/29/2026 |
32
|
$490 M
|
| INVESTMENT HOUSE LLC |
2026 Q1
|
4/29/2026 |
223
|
$1.9 B
|
| Odyssey Capital Advisors, Inc. |
2026 Q1
|
4/29/2026 |
97
|
$110 M
|
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. |
2026 Q1
|
4/29/2026 |
10
|
$270 M
|
| CARY STREET PARTNERS FINANCIAL LLC |
2026 Q1
|
4/29/2026 |
1,357
|
$4.0 B
|
| ROBERT WOOD JOHNSON FOUNDATION |
2026 Q1
|
4/29/2026 |
2
|
$120 M
|
| H Capital V GP, L.P. |
2026 Q1
|
4/29/2026 |
1
|
$74 M
|
| AGMAN CAPITAL LLC |
2026 Q1
|
4/29/2026 |
18
|
$130 M
|
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC |
2026 Q1
|
4/29/2026 |
3,844
|
$390 M
|
| Mithaq Capital SPC |
2026 Q1
|
4/29/2026 |
4
|
$170 M
|
| Downshift Financial, LLC |
2026 Q1
|
4/29/2026 |
77
|
$190 M
|
| Swedbank AB |
2026 Q1
|
4/29/2026 |
1,062
|
$95 B
|
| Avory & Company, LLC |
2026 Q1
|
4/29/2026 |
34
|
$77 M
|
| Resonant Capital Advisors, LLC |
2026 Q1
|
4/29/2026 |
495
|
$1.9 B
|
| Global Strategic Investment Solutions, LLC |
2026 Q1
|
4/29/2026 |
145
|
$1.0 B
|