| Trium Capital LLP |
2026 Q1
|
4/16/2026 |
63
|
$140 M
|
| Stanley-Laman Group, Ltd. |
2026 Q1
|
4/16/2026 |
295
|
$810 M
|
| Addis & Hill, Inc |
2026 Q1
|
4/16/2026 |
27
|
$160 M
|
| Koenig Investment Advisory, LLC |
2026 Q1
|
4/16/2026 |
36
|
$120 M
|
| TOTH FINANCIAL ADVISORY CORP |
2026 Q1
|
4/16/2026 |
918
|
$910 M
|
| SENTINEL PENSION ADVISORS, LLC |
2026 Q1
|
4/16/2026 |
137
|
$680 M
|
| TTP Investments, Inc. |
2026 Q1
|
4/16/2026 |
35
|
$240 M
|
| Friday Financial |
2026 Q1
|
4/16/2026 |
93
|
$290 M
|
| NORTHWESTERN UNIVERSITY |
2026 Q1
|
4/16/2026 |
3
|
$51 M
|
| Trinity Legacy Partners, LLC |
2026 Q1
|
4/16/2026 |
106
|
$460 M
|
| Lifelong Wealth Advisors, Inc. |
2026 Q1
|
4/16/2026 |
90
|
$380 M
|
| Spartan Planning & Wealth Management |
2026 Q1
|
4/16/2026 |
69
|
$140 M
|
| HICKS CAPITAL MANAGEMENT LLC |
2026 Q1
|
4/16/2026 |
37
|
$100 M
|
| TANDEM CAPITAL MANAGEMENT CORP /ADV |
2026 Q1
|
4/16/2026 |
110
|
$200 M
|
| Greenfield Savings Bank |
2026 Q1
|
4/16/2026 |
143
|
$230 M
|
| Vert Asset Management LLC |
2026 Q1
|
4/16/2026 |
48
|
$320 M
|
| Vested Financial Planning, LLC |
2026 Q1
|
4/16/2026 |
27
|
$130 M
|
| CogentBlue Wealth Advisors, LLC |
2026 Q1
|
4/16/2026 |
78
|
$150 M
|
| Annex Advisory Services, LLC |
2026 Q1
|
4/16/2026 |
375
|
$5.3 B
|
| Heck Capital Advisors, LLC |
2026 Q1
|
4/16/2026 |
202
|
$1.3 B
|
| Blue Zone Wealth Advisors, LLC |
2026 Q1
|
4/16/2026 |
130
|
$490 M
|
| Tortuga Wealth Management, Inc |
2025 Q4
|
4/16/2026 |
105
|
$95 M
|
| ROCKLAND TRUST CO |
2026 Q1
|
4/16/2026 |
496
|
$2.5 B
|
| PHILLIPS FINANCIAL MANAGEMENT, LLC |
2026 Q1
|
4/16/2026 |
283
|
$1.4 B
|
| BridgePort Financial Solutions, LLC |
2026 Q1
|
4/16/2026 |
231
|
$350 M
|
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC |
2026 Q1
|
4/16/2026 |
75
|
$510 M
|
| Ellsworth Advisors, LLC |
2026 Q1
|
4/16/2026 |
164
|
$530 M
|
| Asset Advisors Investment Management, LLC |
2026 Q1
|
4/16/2026 |
106
|
$1.0 B
|
| Security National Bank |
2026 Q1
|
4/16/2026 |
501
|
$690 M
|
| Robocap Asset Management Ltd |
2026 Q1
|
4/16/2026 |
23
|
$94 M
|
| Whitener Capital Management, Inc. |
2026 Q1
|
4/16/2026 |
174
|
$440 M
|
| POINCIANA ADVISORS GROUP, LLC |
2026 Q1
|
4/16/2026 |
130
|
$130 M
|
| RFG Holdings, Inc. |
2026 Q1
|
4/16/2026 |
70
|
$400 M
|
| REDSTONE WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/16/2026 |
43
|
$130 M
|
| GENESIS PRIVATE WEALTH, LLC |
2026 Q1
|
4/16/2026 |
182
|
$320 M
|
| REX Advisers, LLC |
2026 Q1
|
4/16/2026 |
74
|
$33 M
|
| Diversified Trust Co |
2026 Q1
|
4/16/2026 |
1,219
|
$5.4 B
|
| Paladin Wealth, LLC |
2026 Q1
|
4/16/2026 |
125
|
$150 M
|
| Baron Wealth Management LLC |
2026 Q1
|
4/16/2026 |
279
|
$330 M
|
| Solitude Financial Services |
2026 Q1
|
4/16/2026 |
39
|
$340 M
|
| Future Financial Wealth Managment LLC |
2026 Q1
|
4/16/2026 |
128
|
$160 M
|
| THOMPSON DAVIS & CO., INC. |
2026 Q1
|
4/16/2026 |
141
|
$150 M
|
| Westmount Partners, LLC |
2026 Q1
|
4/16/2026 |
264
|
$410 M
|
| Lunate Capital Ltd |
2026 Q1
|
4/16/2026 |
6
|
$120 M
|
| Pine Haven Investment Counsel, Inc |
2026 Q1
|
4/16/2026 |
114
|
$140 M
|
| Bricktown Capital, LLC |
2026 Q1
|
4/16/2026 |
32
|
$510 M
|
| UHLMANN PRICE SECURITIES, LLC |
2026 Q1
|
4/16/2026 |
254
|
$1.5 B
|
| Financial Designs Corp |
2026 Q1
|
4/16/2026 |
40
|
$180 M
|
| ARS Investment Partners, LLC |
2026 Q1
|
4/16/2026 |
182
|
$1.9 B
|
| McClarren Financial Advisors, Inc. |
2026 Q1
|
4/16/2026 |
79
|
$170 M
|
| Lexington Hill Partners, LLC |
2026 Q1
|
4/16/2026 |
78
|
$180 M
|
| Silverberg Bernstein Capital Management LLC |
2026 Q1
|
4/16/2026 |
68
|
$180 M
|
| ORSER CAPITAL MANAGEMENT, LLC |
2026 Q1
|
4/16/2026 |
46
|
$150 M
|
| Connective Portfolio Management, LLC |
2026 Q1
|
4/16/2026 |
25
|
$37 M
|
| FOUNDERS FINANCIAL SECURITIES LLC |
2026 Q1
|
4/16/2026 |
498
|
$1.7 B
|
| Standpoint Asset Management, LLC |
2026 Q1
|
4/16/2026 |
8
|
$410 M
|
| BI Asset Management Fondsmaeglerselskab A/S |
2026 Q1
|
4/16/2026 |
612
|
$9.6 B
|
| State Insurance Fund |
2026 Q1
|
4/16/2026 |
1
|
$220 M
|
| PARK NATIONAL CORP /OH/ |
2026 Q1
|
4/16/2026 |
605
|
$3.3 B
|
| E. Ohman J:or Asset Management AB |
2026 Q1
|
4/16/2026 |
477
|
$3.8 B
|
| Polianta Ltd |
2026 Q1
|
4/16/2026 |
88
|
$750 M
|
| AEGON ASSET MANAGEMENT UK Plc |
2026 Q1
|
4/16/2026 |
162
|
$7.5 B
|
| BlueSky Wealth Advisors, LLC |
2026 Q1
|
4/16/2026 |
115
|
$780 M
|
| TB Alternative Assets Ltd. |
2026 Q1
|
4/16/2026 |
36
|
$480 M
|
| Franchise GP Ltd |
2026 Q1
|
4/15/2026 |
36
|
$270 M
|
| Capital Investment Advisors, LLC |
2026 Q1
|
4/15/2026 |
693
|
$6.2 B
|
| Michael Brady & Co., LLC |
2026 Q1
|
4/15/2026 |
54
|
$100 M
|
| Elser Financial Planning, Inc |
2026 Q1
|
4/15/2026 |
132
|
$2.1 B
|
| FMB WEALTH MANAGEMENT |
2026 Q1
|
4/15/2026 |
98
|
$240 M
|
| BDFS Capital LLC |
2026 Q1
|
4/15/2026 |
137
|
$210 M
|
| QTR Family Wealth, LLC |
2026 Q1
|
4/15/2026 |
287
|
$240 M
|
| Occidental Asset Management, LLC |
2026 Q1
|
4/15/2026 |
284
|
$840 M
|
| Howard Capital Management Group, LLC |
2026 Q1
|
4/15/2026 |
144
|
$1.5 B
|
| Hartford Financial Management Inc. |
2026 Q1
|
4/15/2026 |
344
|
$390 M
|
| Fortitude Family Office, LLC |
2026 Q1
|
4/15/2026 |
1,890
|
$450 M
|
| GREENBERG FINANCIAL GROUP |
2025 Q1
|
4/15/2026 |
118
|
$240 M
|
| Roan Capital Partners |
2026 Q1
|
4/15/2026 |
77
|
$110 M
|
| PW Nova Financial Services LLC |
2026 Q1
|
4/15/2026 |
193
|
$400 M
|
| Monument Capital Management |
2026 Q1
|
4/15/2026 |
217
|
$400 M
|
| Gradient Capital Advisors, LLC |
2026 Q1
|
4/15/2026 |
177
|
$390 M
|
| RIVERSEDGE ADVISORS, LLC |
2026 Q1
|
4/15/2026 |
216
|
$620 M
|
| Midwest Heritage Bank, FSB |
2026 Q1
|
4/15/2026 |
51
|
$310 M
|
| Cannae Holdings, Inc. |
2026 Q1
|
4/15/2026 |
2
|
$25 M
|
| Marathon Strategic Advisors, LLC |
2026 Q1
|
4/15/2026 |
52
|
$140 M
|
| Pullen Investment Management, LLC |
2026 Q1
|
4/15/2026 |
98
|
$200 M
|
| Aventus Investment Advisors, Inc. |
2026 Q1
|
4/15/2026 |
148
|
$120 M
|
| Cohen Klingenstein LLC |
2026 Q1
|
4/15/2026 |
205
|
$3.1 B
|
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV |
2026 Q1
|
4/15/2026 |
773
|
$1.9 B
|
| PHYSICIANS FINANCIAL SERVICES, INC. |
2026 Q1
|
4/15/2026 |
104
|
$370 M
|
| Brady Martz Wealth Solutions, LLC |
2026 Q1
|
4/15/2026 |
195
|
$590 M
|
| WEATHERLY ASSET MANAGEMENT L. P. |
2026 Q1
|
4/15/2026 |
186
|
$1.2 B
|
| Asset Allocation & Management Company, LLC |
2026 Q1
|
4/15/2026 |
94
|
$270 M
|
| KRS Capital Management, LLC |
2026 Q1
|
4/15/2026 |
115
|
$160 M
|
| WESPAC Advisors SoCal, LLC |
2026 Q1
|
4/15/2026 |
119
|
$470 M
|
| Aspen Investment Management Inc |
2026 Q1
|
4/15/2026 |
171
|
$330 M
|
| PEREGRINE INVESTMENT MANAGEMENT INC |
2026 Q1
|
4/15/2026 |
20
|
$130 M
|
| Cisco Systems, Inc. |
2026 Q1
|
4/15/2026 |
3
|
$320 M
|
| Rainwater Charitable Foundation |
2026 Q1
|
4/15/2026 |
4
|
$190 M
|
| DAILY JOURNAL CORP |
2026 Q1
|
4/15/2026 |
4
|
$240 M
|
| CITY HOLDING CO |
2026 Q1
|
4/15/2026 |
609
|
$800 M
|