| WOODSTOCK CORP |
2026 Q1
|
4/8/2026 |
156
|
$1.1 B
|
| Castlefield Investment Partners LLP |
2025 Q4 - RESTATEMENT
|
4/8/2026 |
36
|
$130 M
|
| Post Resch Tallon Group Inc. |
2026 Q1
|
4/8/2026 |
120
|
$120 M
|
| Catterton Management Company, L.L.C. |
2026 Q1
|
4/8/2026 |
3
|
$3.6 B
|
| Clarus Wealth Advisors |
2026 Q1
|
4/8/2026 |
88
|
$230 M
|
| SAX WEALTH ADVISORS, LLC |
2026 Q1
|
4/8/2026 |
482
|
$2.1 B
|
| Oliver Luxxe Assets LLC |
2026 Q1
|
4/8/2026 |
200
|
$670 M
|
| Heritage Family Offices, LLP |
2026 Q1
|
4/8/2026 |
196
|
$230 M
|
| THOMPSON INVESTMENT MANAGEMENT, INC. |
2026 Q1
|
4/8/2026 |
501
|
$770 M
|
| Abacus FCF Advisors LLC |
2026 Q1
|
4/8/2026 |
52
|
$440 M
|
| DUDLEY & SHANLEY, INC. |
2026 Q1
|
4/8/2026 |
38
|
$610 M
|
| Leonard Rickey Investment Advisors P.L.L.C. |
2026 Q1
|
4/8/2026 |
118
|
$580 M
|
| Cambridge Financial Group, LLC |
2026 Q1
|
4/8/2026 |
168
|
$300 M
|
| Ervin Investment Management, LLC |
2026 Q1
|
4/8/2026 |
47
|
$170 M
|
| Wealth Enhancement Trust Services, Inc. |
2026 Q1
|
4/8/2026 |
1,109
|
$830 M
|
| JBR Co Financial Management Inc |
2026 Q1
|
4/8/2026 |
120
|
$240 M
|
| Gladwyn Financial Advisors, Inc. |
2026 Q1
|
4/8/2026 |
112
|
$140 M
|
| Civilization Ventures Management, LLC |
2025 Q4
|
4/8/2026 |
3
|
$170 M
|
| NorthCrest Asset Manangement, LLC |
2026 Q1
|
4/8/2026 |
766
|
$3.2 B
|
| Stonebridge Financial Group, LLC |
2026 Q1
|
4/8/2026 |
262
|
$1.2 B
|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
2026 Q1
|
4/8/2026 |
3,722
|
$49 B
|
| Whitcomb & Hess, Inc. |
2026 Q1
|
4/8/2026 |
64
|
$430 M
|
| Beacon Financial Strategies CORP |
2026 Q1
|
4/8/2026 |
178
|
$180 M
|
| First Heartland Consultants, Inc. |
2026 Q1
|
4/8/2026 |
523
|
$1.3 B
|
| Partnership Wealth Management, LLC |
2026 Q1
|
4/8/2026 |
66
|
$130 M
|
| PBU - The Pension Fund of Early Childhood & Youth Educators |
2026 Q1
|
4/8/2026 |
191
|
$1.0 B
|
| Eastover Investment Advisors LLC |
2026 Q1
|
4/8/2026 |
50
|
$230 M
|
| Significant Wealth Partners LLC |
2026 Q1
|
4/8/2026 |
111
|
$81 M
|
| AAFMAA Wealth Management & Trust LLC |
2026 Q1
|
4/8/2026 |
135
|
$260 M
|
| ORRSTOWN FINANCIAL SERVICES INC |
2026 Q1
|
4/8/2026 |
123
|
$600 M
|
| Amanah Holdings Trust |
2026 Q1
|
4/8/2026 |
20
|
$910 M
|
| E Fund Management (Hong Kong) Co., Ltd. |
2026 Q1
|
4/8/2026 |
491
|
$220 M
|
| Ausbil Investment Management Ltd |
2026 Q1
|
4/7/2026 |
63
|
$200 M
|
| Emergent Wealth Advisors, LLC |
2026 Q1
|
4/7/2026 |
125
|
$170 M
|
| Roberts Wealth Advisors, LLC |
2026 Q1
|
4/7/2026 |
110
|
$390 M
|
| Charis Legacy Partners, LLC |
2026 Q1
|
4/7/2026 |
27
|
$68 M
|
| Wisconsin Wealth Advisors, LLC |
2026 Q1
|
4/7/2026 |
84
|
$100 M
|
| MB, LEVIS & ASSOCIATES, LLC |
2026 Q1
|
4/7/2026 |
234
|
$240 M
|
| Pathway Financial Advisors LLC |
2026 Q1
|
4/7/2026 |
136
|
$810 M
|
| Abacus Planning Group, Inc. |
2026 Q1
|
4/7/2026 |
264
|
$740 M
|
| Longboard Asset Management, LP |
2026 Q1
|
4/7/2026 |
28
|
$5.8 M
|
| Boltwood Capital Management |
2026 Q1
|
4/7/2026 |
184
|
$390 M
|
| MYECFO, LLC |
2026 Q1
|
4/7/2026 |
66
|
$240 M
|
| Central Pacific Bank - Trust Division |
2026 Q1
|
4/7/2026 |
970
|
$780 M
|
| 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
|