| Phocas Financial Corp. |
2026 Q1
|
4/30/2026 |
155
|
$640 M
|
| Symphony Financial, Ltd. Co. |
2026 Q1
|
4/30/2026 |
315
|
$760 M
|
| Connecticut Wealth Management, LLC |
2026 Q1
|
4/30/2026 |
327
|
$2.4 B
|
| Quantum Portfolio Management LLC |
2026 Q1 - RESTATEMENT
|
5/1/2026 |
254
|
$230 M
|
| Brightwater Advisory LLC |
2026 Q1
|
4/30/2026 |
60
|
$150 M
|
| HOHIMER WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/30/2026 |
387
|
$850 M
|
| PATHWAY CAPITAL MANAGEMENT, LP |
2026 Q1
|
4/30/2026 |
2
|
$4.3 M
|
| Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust |
2026 Q1
|
4/30/2026 |
28
|
$670 M
|
| Climber Capital SA |
2026 Q1
|
5/1/2026 |
69
|
$150 M
|
| Legacy Financial Strategies, LLC |
2026 Q1
|
4/30/2026 |
140
|
$550 M
|
| University of Pittsburgh - Of the Commonwealth System of Higher Education |
2026 Q1
|
4/30/2026 |
1
|
$130 M
|
| Ring Mountain Capital, LLC |
2026 Q1
|
4/30/2026 |
95
|
$180 M
|
| Lakeside Advisors, INC. |
2026 Q1
|
4/30/2026 |
65
|
$150 M
|
| Kassira Wealth Management LLC |
2026 Q1
|
4/30/2026 |
59
|
$110 M
|
| Spectrum Financial Alliance Ltd LLC |
2026 Q1
|
5/1/2026 |
32
|
$520 M
|
| Avid Wealth Partners LLC |
2026 Q1
|
4/30/2026 |
71
|
$210 M
|
| Brown University |
2026 Q1
|
4/30/2026 |
11
|
$100 M
|
| Osprey Private Wealth LLC |
2026 Q1
|
5/1/2026 |
77
|
$350 M
|
| ALTOS VENTURES MANAGEMENT, INC. |
2026 Q1
|
4/30/2026 |
1
|
$0
|
| Meadow Creek Wealth Advisors LLC |
2026 Q1
|
4/30/2026 |
135
|
$150 M
|
| Mason & Associates Inc |
2026 Q1
|
4/30/2026 |
160
|
$520 M
|
| Peterson Wealth Services |
2026 Q1
|
4/30/2026 |
215
|
$400 M
|
| Financial Freedom, LLC |
2026 Q1
|
4/30/2026 |
426
|
$200 M
|
| Range Financial Group LLC |
2026 Q1
|
4/30/2026 |
190
|
$300 M
|
| Texas Bank & Trust Co |
2026 Q1
|
4/30/2026 |
405
|
$270 M
|
| SONATA CAPITAL GROUP INC |
2026 Q1
|
4/30/2026 |
123
|
$270 M
|
| INCA Investments LLC |
2026 Q1
|
4/30/2026 |
10
|
$280 M
|
| Waterfront Wealth Inc. |
2026 Q1
|
4/30/2026 |
283
|
$540 M
|
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN |
2026 Q1
|
4/30/2026 |
238
|
$460 M
|
| Yukon Wealth Management, Inc. |
2026 Q1
|
4/30/2026 |
79
|
$170 M
|
| IMPACTfolio, LLC |
2026 Q1
|
4/30/2026 |
35
|
$240 M
|
| SCF Partners, Inc. |
2026 Q1
|
4/30/2026 |
1
|
$32 M
|
| Accredited Investors Inc. |
2026 Q1
|
4/30/2026 |
281
|
$1.9 B
|
| Bernzott Capital Advisors |
2026 Q1
|
4/30/2026 |
38
|
$210 M
|
| Elevated Capital Advisors, LLC |
2026 Q1
|
4/30/2026 |
843
|
$400 M
|
| Graetz Wealth LLC |
2026 Q1
|
4/30/2026 |
80
|
$110 M
|
| GreatBanc Trust CO |
2026 Q1
|
4/30/2026 |
112
|
$140 M
|
| ROMAN BUTLER FULLERTON & CO |
2026 Q1
|
4/30/2026 |
267
|
$360 M
|
| Stiles Financial Services Inc |
2026 Q1
|
4/30/2026 |
177
|
$330 M
|
| EQUITABLE TRUST CO |
2026 Q1
|
4/30/2026 |
746
|
$2.2 B
|
| HSBC HOLDINGS PLC |
2026 Q1
|
4/30/2026 |
8,884
|
$190 B
|
| Ramsay, Stattman, Vela & Price, Inc. |
2026 Q1
|
4/30/2026 |
79
|
$510 M
|
| Whipplewood Advisors, LLC |
2026 Q1
|
4/30/2026 |
1,065
|
$190 M
|
| Winch Advisory Services, LLC |
2026 Q1
|
4/30/2026 |
531
|
$440 M
|
| Hassell Wealth Management, LLC |
2026 Q1
|
4/30/2026 |
28
|
$300 M
|
| SUMMIT SECURITIES GROUP LLC |
2026 Q1
|
4/30/2026 |
1,015
|
$810 M
|
| Channing Global Advisors, LLC |
2026 Q1
|
4/30/2026 |
47
|
$170 M
|
| Stronghold Wealth Management L.L.C. |
2026 Q1
|
4/30/2026 |
228
|
$66 M
|
| Kestra Advisory Services, LLC |
2026 Q1
|
4/30/2026 |
3,116
|
$26 B
|
| MONEY CONCEPTS CAPITAL CORP |
2026 Q1
|
4/30/2026 |
567
|
$1.8 B
|
| FIDELITY D & D BANCORP INC |
2026 Q1
|
4/30/2026 |
166
|
$250 M
|
| AZZAD ASSET MANAGEMENT INC /ADV |
2026 Q1
|
4/30/2026 |
331
|
$990 M
|
| Granite Investment Partners, LLC |
2026 Q1
|
4/30/2026 |
263
|
$1.6 B
|
| Summit Portfolio Management, LTD. |
2026 Q1
|
4/30/2026 |
24
|
$160 M
|
| FIRST HORIZON CORP |
2026 Q1
|
4/30/2026 |
2,094
|
$2.4 B
|
| Main Street Research LLC |
2026 Q1
|
4/30/2026 |
148
|
$1.7 B
|
| Cherry Creek Investment Advisors, Inc. |
2026 Q1
|
4/30/2026 |
124
|
$230 M
|
| Triune Financial Partners, LLC |
2026 Q1
|
4/30/2026 |
47
|
$420 M
|
| Valued Wealth Advisors LLC |
2026 Q1
|
4/30/2026 |
751
|
$250 M
|
| MOSAIC FAMILY WEALTH PARTNERS, LLC |
2026 Q1
|
4/30/2026 |
286
|
$980 M
|
| ATX Financial Planning, LLC |
2026 Q1
|
4/30/2026 |
81
|
$130 M
|
| IBEX WEALTH ADVISORS |
2026 Q1
|
4/30/2026 |
203
|
$1.1 B
|
| Horrell Capital Management, Inc. |
2026 Q1
|
4/30/2026 |
194
|
$220 M
|
| North Capital, Inc. |
2026 Q1
|
4/30/2026 |
93
|
$120 M
|
| Pearl Planning LLC |
2026 Q1
|
4/30/2026 |
52
|
$190 M
|
| Harold Davidson & Associates Inc. |
2026 Q1
|
4/30/2026 |
60
|
$210 M
|
| Jordan Park Trust Co LLC |
2026 Q1
|
4/30/2026 |
14
|
$130 M
|
| MANNING & NAPIER ADVISORS LLC |
2026 Q1
|
4/30/2026 |
616
|
$7.1 B
|
| Carmel Capital Partners, LLC |
2026 Q1
|
4/30/2026 |
118
|
$280 M
|
| DMC Group, LLC |
2026 Q1
|
4/30/2026 |
141
|
$150 M
|
| Torren Management, LLC |
2026 Q1
|
4/30/2026 |
983
|
$200 M
|
| Costello Asset Management, INC |
2026 Q1
|
4/30/2026 |
685
|
$290 M
|
| ROBINSON SMITH WEALTH ADVISORS LLC |
2026 Q1
|
4/30/2026 |
84
|
$150 M
|
| Hegarty Advisors, LLC |
2026 Q1
|
4/30/2026 |
57
|
$130 M
|
| AlphaQuest LLC |
2026 Q1
|
4/30/2026 |
1
|
$0
|
| SkyOak Wealth, LLC |
2026 Q1
|
4/30/2026 |
255
|
$550 M
|
| Millstone Evans Group, LLC |
2026 Q1
|
4/30/2026 |
856
|
$170 M
|
| GRIFFIN ASSET MANAGEMENT, INC. |
2026 Q1
|
4/30/2026 |
228
|
$890 M
|
| Naria Inc. |
2026 Q1
|
4/30/2026 |
1
|
$560 M
|
| Team Hewins, LLC |
2026 Q1
|
4/30/2026 |
41
|
$340 M
|
| BEACON FINANCIAL GROUP |
2026 Q1
|
4/30/2026 |
348
|
$1.0 B
|
| GENWORTH FINANCIAL INC |
2026 Q1
|
4/30/2026 |
2
|
$430 M
|
| Forza Wealth Management, LLC |
2026 Q1
|
4/30/2026 |
188
|
$290 M
|
| AlpenGlobal Capital LLC |
2026 Q1
|
4/30/2026 |
36
|
$160 M
|
| Warm Springs Advisors Inc. |
2026 Q1
|
4/30/2026 |
48
|
$120 M
|
| First Citizens Asset Management, Inc. |
2022 Q4 - RESTATEMENT
|
4/30/2026 |
45
|
$180 M
|
| OMC Financial Services LTD |
2026 Q1
|
4/30/2026 |
64
|
$260 M
|
| KLCM Advisors, Inc. |
2026 Q1
|
4/30/2026 |
282
|
$1.2 B
|
| CORRADO ADVISORS, LLC |
2026 Q1
|
4/30/2026 |
115
|
$190 M
|
| ARBOR CAPITAL MANAGEMENT INC /ADV |
2026 Q1
|
4/30/2026 |
101
|
$120 M
|
| BLODGETT WEALTH ADVISORS, LLC |
2026 Q1
|
4/30/2026 |
64
|
$130 M
|
| Paladin Advisory Group, LLC |
2026 Q1
|
4/30/2026 |
241
|
$130 M
|
| KORNITZER CAPITAL MANAGEMENT INC /KS |
2026 Q1
|
4/30/2026 |
505
|
$4.6 B
|
| Cedar Mountain Advisors, LLC |
2026 Q1
|
4/30/2026 |
1,152
|
$510 M
|
| Diversified Investment Strategies, LLC |
2026 Q1
|
4/30/2026 |
55
|
$160 M
|
| William Howard & Co Financial Advisors Inc |
2026 Q1
|
4/30/2026 |
54
|
$120 M
|
| STONEBRIDGE ADVISORS LLC |
2026 Q1
|
4/30/2026 |
2
|
$85 M
|
| Relyea Zuckerberg Hanson LLC |
2026 Q1
|
4/30/2026 |
276
|
$990 M
|
| Summa Corp. |
2026 Q1
|
4/30/2026 |
83
|
$240 M
|
| Fulcrum Capital LLC |
2026 Q1
|
4/30/2026 |
|
$0
|