| Skyline Advisors, Inc. |
2026 Q1
|
4/20/2026 |
120
|
$290 M
|
| McKinley Carter Wealth Services, Inc. |
2026 Q1
|
4/20/2026 |
307
|
$1.7 B
|
| Manitou Investment Management Ltd. |
2026 Q1
|
4/20/2026 |
52
|
$510 M
|
| Moody Aldrich Partners LLC |
2026 Q1
|
4/20/2026 |
190
|
$550 M
|
| MBA Advisors LLC |
2026 Q1
|
4/20/2026 |
146
|
$260 M
|
| Fonville Wealth Management LLC |
2026 Q1
|
4/20/2026 |
138
|
$530 M
|
| New Hampshire Trust |
2026 Q1
|
4/20/2026 |
278
|
$500 M
|
| Appian Way Asset Management LP |
2026 Q1
|
4/20/2026 |
1
|
$0
|
| El Puerto de Liverpool, S.A.B. de C.V. |
2026 Q1
|
4/20/2026 |
1
|
$0
|
| Lancaster Investment Management |
2026 Q1
|
4/20/2026 |
9
|
$180 k
|
| Longview Financial Advisors LLC |
2026 Q1
|
4/20/2026 |
157
|
$180 M
|
| Axecap Investments, LLC |
2026 Q1
|
4/20/2026 |
69
|
$150 M
|
| First Bancorp, Inc /ME/ |
2026 Q1
|
4/20/2026 |
237
|
$200 M
|
| TFB Advisors LLC |
2026 Q1
|
4/20/2026 |
180
|
$190 M
|
| Nexus Investment Management ULC |
2026 Q1
|
4/20/2026 |
70
|
$720 M
|
| Northern Lights Advisors, Inc. |
2025 Q4
|
4/20/2026 |
54
|
$150 M
|
| COURIER CAPITAL LLC |
2026 Q1
|
4/20/2026 |
385
|
$1.8 B
|
| YANKCOM Partnership |
2026 Q1
|
4/20/2026 |
634
|
$240 M
|
| Inscription Capital, LLC |
2026 Q1
|
4/20/2026 |
715
|
$950 M
|
| Emprise Bank |
2026 Q1
|
4/20/2026 |
107
|
$250 M
|
| RiverTree Advisors, LLC |
2026 Q1
|
4/20/2026 |
60
|
$160 M
|
| Investment Research & Advisory Group, Inc. |
2026 Q1
|
4/20/2026 |
280
|
$290 M
|
| LVW Advisors, LLC |
2026 Q1
|
4/20/2026 |
436
|
$1.0 B
|
| Guild Investment Management, Inc. |
2026 Q1
|
4/20/2026 |
47
|
$140 M
|
| Golden Reserve Retirement LLC |
2026 Q1
|
4/20/2026 |
104
|
$480 M
|
| PEOPLES FINANCIAL SERVICES CORP. |
2026 Q1
|
4/20/2026 |
409
|
$210 M
|
| Beach Point Capital Management LP |
2026 Q1
|
4/20/2026 |
11
|
$250 M
|
| Segment Wealth Management, LLC |
2026 Q1
|
4/20/2026 |
309
|
$1.7 B
|
| Values Added Financial LLC |
2026 Q1
|
4/20/2026 |
134
|
$240 M
|
| Foster Victor Wealth Advisors, LLC |
2026 Q1
|
4/20/2026 |
243
|
$1.7 B
|
| Cushing Capital Partners, LLC |
2026 Q1
|
4/20/2026 |
96
|
$130 M
|
| BENEDICT FINANCIAL ADVISORS INC |
2026 Q1
|
4/20/2026 |
133
|
$480 M
|
| NAPLES GLOBAL ADVISORS, LLC |
2026 Q1
|
4/20/2026 |
441
|
$1.4 B
|
| Strong Retirement Solutions LLC |
2026 Q1
|
4/20/2026 |
86
|
$140 M
|
| CWA Asset Management Group, LLC |
2026 Q1
|
4/20/2026 |
699
|
$2.9 B
|
| Darrow Company, Inc. |
2026 Q1
|
4/20/2026 |
56
|
$220 M
|
| Holcombe Financial, Inc. |
2026 Q1
|
4/20/2026 |
49
|
$170 M
|
| Yorktown Management & Research Co Inc |
2026 Q1
|
4/20/2026 |
214
|
$120 M
|
| Thoma Capital Management LLC |
2026 Q1
|
4/20/2026 |
55
|
$170 M
|
| SURIENCE PRIVATE WEALTH LLC |
2026 Q1
|
4/20/2026 |
40
|
$93 M
|
| Assenagon Asset Management S.A. |
2026 Q1
|
4/20/2026 |
1,095
|
$66 B
|
| Legal Advantage Investments, Inc. |
2026 Q1
|
4/20/2026 |
79
|
$190 M
|
| GODSEY & GIBB, INC |
2026 Q1
|
4/20/2026 |
389
|
$1.1 B
|
| Tranquility Partners, LLC |
2026 Q1
|
4/20/2026 |
226
|
$270 M
|
| Aurora Investment Managers, LLC. |
2026 Q1
|
4/20/2026 |
30
|
$140 M
|
| Gilbert Capital Group, Inc. |
2026 Q1
|
4/20/2026 |
51
|
$130 M
|
| RIVERCHASE WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/20/2026 |
73
|
$190 M
|
| Consilium Wealth Advisory, LLC |
2026 Q1
|
4/20/2026 |
102
|
$290 M
|
| BRANDYWINE OAK PRIVATE WEALTH LLC |
2026 Q1
|
4/20/2026 |
229
|
$1.2 B
|
| Focused Wealth Management, Inc |
2026 Q1
|
4/20/2026 |
228
|
$960 M
|
| MILLER HOWARD INVESTMENTS INC /NY |
2026 Q1
|
4/20/2026 |
138
|
$3.7 B
|
| AMIRAL GESTION |
2026 Q1
|
4/20/2026 |
16
|
$180 M
|
| Centennial Wealth Advisory LLC |
2026 Q1
|
4/20/2026 |
160
|
$410 M
|
| Kercheville Advisors, LLC |
2026 Q1
|
4/20/2026 |
106
|
$310 M
|
| Keudell/Morrison Wealth Management |
2026 Q1
|
4/20/2026 |
245
|
$490 M
|
| Courant Investment Management LLC |
2026 Q1
|
4/20/2026 |
7
|
$100 M
|
| Hixon Zuercher, LLC |
2026 Q1
|
4/20/2026 |
85
|
$320 M
|
| Banque Cantonale Vaudoise |
2026 Q1
|
4/20/2026 |
960
|
$2.7 B
|
| OP Asset Management Ltd |
2025 Q3
|
4/20/2026 |
793
|
$7.8 B
|
| Apella Capital, LLC |
2026 Q1
|
4/20/2026 |
687
|
$6.7 B
|
| Ashoka WhiteOak Capital Pte Ltd |
2026 Q1
|
4/20/2026 |
18
|
$260 M
|
| Provenance Wealth Advisors, LLC |
2026 Q1
|
4/20/2026 |
412
|
$940 M
|
| Svenska Handelsbanken AB (publ) |
2026 Q1
|
4/20/2026 |
1
|
$1.4 k
|
| OP Asset Management Ltd |
2025 Q2
|
4/20/2026 |
797
|
$7.0 B
|
| OP Asset Management Ltd |
2026 Q1 - NEW HOLDINGS
|
4/20/2026 |
64
|
$1.8 B
|
| OP Asset Management Ltd |
2025 Q1
|
4/20/2026 |
813
|
$6.1 B
|
| FACTORIAL MANAGEMENT Ltd |
2026 Q1
|
4/20/2026 |
3
|
$3.8 M
|
| Aspire Growth Partners LLC |
2026 Q1
|
4/17/2026 |
121
|
$150 M
|
| Stonebridge Financial Group, LLC / MO |
2026 Q1
|
4/17/2026 |
165
|
$120 M
|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC |
2026 Q1
|
4/17/2026 |
372
|
$2.1 B
|
| Sovereign Financial Group, Inc. |
2026 Q1
|
4/17/2026 |
365
|
$580 M
|
| Robbins Farley |
2026 Q1
|
4/17/2026 |
143
|
$230 M
|
| Signal Advisors Wealth, LLC |
2026 Q1
|
4/17/2026 |
602
|
$1.5 B
|
| FIRST NATIONAL BANK SIOUX FALLS |
2026 Q1
|
4/17/2026 |
178
|
$370 M
|
| Essex Bank |
2026 Q1
|
4/17/2026 |
553
|
$450 M
|
| Worth Asset Management, LLC |
2026 Q1
|
4/17/2026 |
547
|
$270 M
|
| Provident Wealth Management, LLC |
2026 Q1
|
4/17/2026 |
134
|
$330 M
|
| COTTONWOOD CAPITAL ADVISORS, LLC |
2026 Q1
|
4/17/2026 |
86
|
$140 M
|
| First City Capital Management, Inc. |
2026 Q1
|
4/17/2026 |
160
|
$190 M
|
| Trinity Wealth Management, LLC |
2026 Q1
|
4/17/2026 |
72
|
$270 M
|
| Wealth Management Partners, LLC |
2026 Q1
|
4/17/2026 |
147
|
$350 M
|
| Certified Advisory Corp |
2026 Q1
|
4/17/2026 |
318
|
$1.1 B
|
| Prentice Wealth Management LLC |
2026 Q1
|
4/17/2026 |
117
|
$440 M
|
| BUFFALO BUSINESS & ESTATE SERVICES LTD |
2026 Q1
|
4/17/2026 |
87
|
$690 M
|
| Total Clarity Wealth Management, Inc. |
2026 Q1
|
4/17/2026 |
311
|
$430 M
|
| Sherborne Investors Management LP |
2026 Q1
|
4/17/2026 |
1
|
$240 M
|
| Forbes Financial Planning, Inc. |
2026 Q1
|
4/17/2026 |
38
|
$170 M
|
| Blankinship & Foster, LLC |
2026 Q1
|
4/17/2026 |
75
|
$450 M
|
| INVESTMENT ADVISORY SERVICES INC /TX /ADV |
2026 Q1
|
4/17/2026 |
130
|
$310 M
|
| CAPITAL WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/17/2026 |
34
|
$370 M
|
| WealthBridge Capital Management, LLC |
2026 Q1
|
4/17/2026 |
221
|
$430 M
|
| NOVARE CAPITAL MANAGEMENT LLC |
2026 Q1
|
4/17/2026 |
195
|
$1.3 B
|
| Summit Wealth Partners, LLC |
2026 Q1
|
4/17/2026 |
271
|
$630 M
|
| Gibson Capital, LLC |
2026 Q1
|
4/17/2026 |
132
|
$540 M
|
| SWP FINANCIAL LLC |
2026 Q1
|
4/17/2026 |
71
|
$200 M
|
| WEBSTER BANK, N. A. |
2026 Q1
|
4/17/2026 |
842
|
$1.1 B
|
| PARAGON CAPITAL MANAGEMENT INC |
2026 Q1
|
4/17/2026 |
70
|
$120 M
|
| Verde Capital Management |
2026 Q1
|
4/17/2026 |
69
|
$470 M
|
| Clear Trail Advisors, LLC |
2026 Q1
|
4/17/2026 |
149
|
$600 M
|
| LMG Wealth Partners, LLC |
2026 Q1
|
4/17/2026 |
154
|
$550 M
|