| BOURGEON CAPITAL MANAGEMENT LLC |
2026 Q1
|
4/13/2026 |
108
|
$580 M
|
| Woodside Wealth Management LLC |
2026 Q1
|
4/13/2026 |
44
|
$130 M
|
| GoalVest Advisory LLC |
2026 Q1
|
4/13/2026 |
445
|
$510 M
|
| Benson Investment Management Company, Inc. |
2026 Q1
|
4/13/2026 |
7
|
$11 M
|
| Winthrop Advisory Group LLC |
2026 Q1
|
4/13/2026 |
283
|
$1.2 B
|
| CGN Advisors LLC |
2026 Q1
|
4/13/2026 |
317
|
$1.3 B
|
| SJBENEN ADVISORY, LLC |
2026 Q1
|
4/13/2026 |
27
|
$120 M
|
| Fractal Investments LLC |
2026 Q1
|
4/13/2026 |
81
|
$850 M
|
| Successful Portfolios LLC |
2026 Q1
|
4/13/2026 |
188
|
$180 M
|
| Sarasin & Partners LLP |
2026 Q1
|
4/13/2026 |
88
|
$8.2 B
|
| RESTON WEALTH MANAGEMENT LLC |
2026 Q1
|
4/13/2026 |
62
|
$330 M
|
| AdviceOne Advisory Services, LLC |
2026 Q1
|
4/13/2026 |
41
|
$170 M
|
| ONE Advisory Partners, LLC |
2026 Q1
|
4/13/2026 |
72
|
$320 M
|
| Breachway Investments LLC |
2026 Q1
|
4/13/2026 |
96
|
$100 M
|
| Affinity Capital Advisors, LLC |
2026 Q1
|
4/13/2026 |
181
|
$710 M
|
| Chesley Taft & Associates LLC |
2026 Q1
|
4/13/2026 |
621
|
$2.4 B
|
| Sunburst Financial Group, LLC |
2026 Q1 - RESTATEMENT
|
4/13/2026 |
132
|
$540 M
|
| LexAurum Advisors, LLC |
2026 Q1
|
4/13/2026 |
400
|
$770 M
|
| ARWA LLC |
2026 Q1
|
4/13/2026 |
149
|
$200 M
|
| CMH Wealth Management LLC |
2026 Q1
|
4/13/2026 |
113
|
$580 M
|
| Physician Wealth Solutions Inc. |
2026 Q1
|
4/13/2026 |
45
|
$240 M
|
| Bouchey Financial Group Ltd |
2026 Q1
|
4/13/2026 |
173
|
$1.4 B
|
| GLP Holdings LLLP |
2026 Q1
|
4/13/2026 |
4
|
$98 M
|
| Opaleye Management Inc. |
2025 Q4 - RESTATEMENT
|
4/13/2026 |
54
|
$760 M
|
| Hudson Capital Management LLC |
2026 Q1
|
4/13/2026 |
75
|
$390 M
|
| AUGUSTINE ASSET MANAGEMENT INC |
2026 Q1
|
4/13/2026 |
112
|
$440 M
|
| PKO BP BANKOWY Universal Pension Society JSC |
2026 Q1
|
4/13/2026 |
13
|
$210 M
|
| Czech National Bank |
2026 Q1
|
4/13/2026 |
503
|
$15 B
|
| Ayalon Insurance Comp Ltd. |
2026 Q1
|
4/13/2026 |
61
|
$490 M
|
| E Fund Management Co., Ltd. |
2026 Q1
|
4/13/2026 |
489
|
$3.4 B
|
| Stephens Group, LLC |
2026 Q1
|
4/13/2026 |
4
|
$170 M
|
| Finivi Inc. |
2026 Q1
|
4/10/2026 |
103
|
$180 M
|
| CARDEROCK CAPITAL MANAGEMENT INC |
2026 Q1
|
4/10/2026 |
73
|
$400 M
|
| WLTH Capital Management, LLC |
2026 Q1 - RESTATEMENT
|
4/10/2026 |
26
|
$130 M
|
| Ebert Capital Management Inc. |
2026 Q1
|
4/10/2026 |
26
|
$98 M
|
| Boyer Financial Services, Inc. |
2026 Q1
|
4/10/2026 |
44
|
$94 M
|
| WINEBRENNER CAPITAL MANAGEMENT LLC |
2026 Q1
|
4/10/2026 |
139
|
$160 M
|
| Titiun Yejiel |
2025 Q4
|
4/10/2026 |
58
|
$83 M
|
| TCP Asset Management, LLC |
2026 Q1
|
4/10/2026 |
133
|
$780 M
|
| Lifestyle Asset Management, Inc. |
2026 Q1
|
4/10/2026 |
134
|
$310 M
|
| Green Ridge Wealth Planning LLC |
2026 Q1
|
4/10/2026 |
86
|
$190 M
|
| Briaud Financial Planning Inc |
2026 Q1
|
4/10/2026 |
38
|
$380 M
|
| AFFINITY WEALTH MANAGEMENT LLC |
2026 Q1
|
4/10/2026 |
103
|
$660 M
|
| Auto-Owners Insurance Co |
2026 Q1
|
4/10/2026 |
188
|
$4.8 B
|
| Sage Investment Advisers LLC |
2026 Q1
|
4/10/2026 |
89
|
$140 M
|
| COREPATH WEALTH PARTNERS LLC |
2026 Q1
|
4/10/2026 |
41
|
$150 M
|
| BostonPremier Wealth LLC |
2026 Q1
|
4/10/2026 |
70
|
$190 M
|
| Magnus Financial Group LLC |
2026 Q1
|
4/10/2026 |
373
|
$1.2 B
|
| GREAT OAK CAPITAL PARTNERS, LLC |
2026 Q1
|
4/10/2026 |
47
|
$430 M
|
| Impact Capital Partners LLC |
2026 Q1
|
4/10/2026 |
276
|
$330 M
|
| IAM Advisory, LLC |
2026 Q1
|
4/10/2026 |
95
|
$450 M
|
| TOUNJIAN ADVISORY PARTNERS, LLC |
2026 Q1
|
4/10/2026 |
150
|
$280 M
|
| MELFA WEALTH MANAGEMENT, INC. |
2026 Q1
|
4/10/2026 |
195
|
$170 M
|
| Intellectus Partners, LLC |
2026 Q1
|
4/10/2026 |
290
|
$490 M
|
| JACOBSON & SCHMITT ADVISORS, LLC |
2026 Q1
|
4/10/2026 |
78
|
$550 M
|
| Naviter Wealth, LLC |
2026 Q1
|
4/10/2026 |
271
|
$800 M
|
| Octavia Wealth Advisors, LLC |
2026 Q1
|
4/10/2026 |
238
|
$1.0 B
|
| Oxinas Partners, LLC |
2026 Q1
|
4/10/2026 |
145
|
$220 M
|
| Performance Wealth Partners, LLC |
2026 Q1
|
4/10/2026 |
212
|
$3.4 B
|
| Perigon Wealth Management, LLC |
2026 Q1
|
4/10/2026 |
1,294
|
$5.5 B
|
| SARD WEALTH MANAGEMENT GROUP, LLC |
2026 Q1
|
4/10/2026 |
60
|
$180 M
|
| Capital Investment Management, Inc. |
2025 Q4
|
4/10/2026 |
120
|
$290 M
|
| Stillwater Capital Advisors, LLC |
2026 Q1
|
4/10/2026 |
68
|
$880 M
|
| Summit Financial Consulting LLC |
2026 Q1
|
4/10/2026 |
41
|
$140 M
|
| Daytona Street Capital LLC |
2026 Q1
|
4/10/2026 |
302
|
$130 M
|
| Kopion Asset Management, LLC |
2026 Q1
|
4/10/2026 |
20
|
$130 M
|
| BASS SID R |
2025 Q4 - RESTATEMENT
|
4/10/2026 |
1
|
$2.0 M
|
| Salvus Wealth Management, LLC |
2026 Q1
|
4/10/2026 |
126
|
$170 M
|
| Atala Financial Inc |
2026 Q1
|
4/10/2026 |
117
|
$150 M
|
| Bouvel Investment Partners, LLC |
2026 Q1
|
4/10/2026 |
78
|
$340 M
|
| Sunflower Bank, N.A. |
2026 Q1
|
4/10/2026 |
221
|
$390 M
|
| Harbor Group, Inc. |
2026 Q1
|
4/10/2026 |
116
|
$690 M
|
| Field & Main Bank |
2026 Q1
|
4/10/2026 |
326
|
$340 M
|
| Shelter Rock Management, LLC |
2026 Q1
|
4/10/2026 |
35
|
$94 M
|
| DKM Wealth Management, Inc. |
2026 Q1
|
4/10/2026 |
77
|
$140 M
|
| Putney Financial Group LLC |
2026 Q1
|
4/10/2026 |
84
|
$99 M
|
| Cooke Wealth Management, LLC |
2026 Q1
|
4/10/2026 |
37
|
$110 M
|
| SMH CAPITAL ADVISORS INC |
2026 Q1
|
4/10/2026 |
38
|
$33 M
|
| Center for Wealth Management Advisory |
2025 Q4
|
4/10/2026 |
61
|
$140 M
|
| Rede Wealth, LLC |
2026 Q1
|
4/10/2026 |
109
|
$280 M
|
| Hartz Capital, Inc. |
2026 Q1
|
4/10/2026 |
1
|
$0
|
| HT Partners LLC |
2026 Q1
|
4/10/2026 |
55
|
$330 M
|
| Pure Financial Advisors, LLC |
2026 Q1
|
4/10/2026 |
572
|
$7.0 B
|
| Finward Bancorp |
2026 Q1
|
4/10/2026 |
182
|
$130 M
|
| BOSTON RESEARCH & MANAGEMENT INC |
2026 Q1
|
4/10/2026 |
114
|
$420 M
|
| Aquire Wealth Advisors, LLC |
2026 Q1
|
4/10/2026 |
49
|
$380 M
|
| Ipswich Investment Management Co., Inc. |
2026 Q1
|
4/10/2026 |
185
|
$430 M
|
| Prosperity Planning, Inc. |
2026 Q1
|
4/10/2026 |
110
|
$390 M
|
| Charles Schwab Trust Co |
2026 Q1
|
4/10/2026 |
165
|
$1.5 B
|
| Waldron Private Wealth LLC |
2026 Q1
|
4/10/2026 |
342
|
$2.6 B
|
| Brucke Financial, Inc. |
2026 Q1
|
4/10/2026 |
166
|
$200 M
|
| Lake Hills Wealth Management, LLC |
2026 Q1
|
4/10/2026 |
62
|
$180 M
|
| First Bank & Trust |
2026 Q1
|
4/10/2026 |
397
|
$620 M
|
| COUNTRY TRUST BANK |
2026 Q1
|
4/10/2026 |
682
|
$5.3 B
|
| Henry James International Management Inc. |
2026 Q1
|
4/10/2026 |
94
|
$280 M
|
| Benin Management CORP |
2026 Q1
|
4/10/2026 |
146
|
$440 M
|
| Quadratic Capital Management LLC |
2026 Q1
|
4/10/2026 |
2
|
$380 M
|
| Ballew Advisors, Inc |
2026 Q1
|
4/10/2026 |
118
|
$180 M
|
| AEGON ASSET MANAGEMENT UK Plc |
2025 Q2
|
4/10/2026 |
153
|
$7.8 B
|
| VIKING FUND MANAGEMENT LLC |
2026 Q1
|
4/10/2026 |
142
|
$980 M
|