| Cohen Investment Advisors LLC |
2026 Q1
|
4/28/2026 |
118
|
$210 M
|
| ORBA Wealth Advisors, L.L.C. |
2026 Q1
|
4/28/2026 |
65
|
$84 M
|
| Integrated Advisors Network LLC |
2026 Q1
|
4/28/2026 |
690
|
$1.9 B
|
| SHAYNE & JACOBS, LLC |
2026 Q1
|
4/28/2026 |
116
|
$320 M
|
| SAGE RHINO CAPITAL LLC |
2026 Q1
|
4/28/2026 |
330
|
$530 M
|
| Unison Advisors LLC |
2026 Q1
|
4/28/2026 |
175
|
$1.3 B
|
| Hapanowicz & Associates Financial Services, Inc |
2026 Q1
|
4/28/2026 |
31
|
$250 M
|
| Clay Northam Wealth Management, LLC |
2026 Q1
|
4/28/2026 |
101
|
$180 M
|
| Halter Ferguson Financial Inc. |
2026 Q1
|
4/28/2026 |
38
|
$460 M
|
| SHELTON WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/28/2026 |
137
|
$230 M
|
| ALTFEST L J & CO INC |
2026 Q1
|
4/28/2026 |
328
|
$930 M
|
| Split Rock Private Trading & Wealth Management, LLC |
2026 Q1
|
4/28/2026 |
46
|
$130 M
|
| MBL Wealth, LLC |
2026 Q1
|
4/28/2026 |
376
|
$1.3 B
|
| Angeles Investment Advisors, LLC |
2026 Q1
|
4/28/2026 |
31
|
$1.5 B
|
| Golden State Wealth Management, LLC |
2026 Q1
|
4/28/2026 |
1,666
|
$910 M
|
| NTV Asset Management LLC |
2026 Q1
|
4/28/2026 |
311
|
$910 M
|
| DUFF & PHELPS INVESTMENT MANAGEMENT CO |
2026 Q1
|
4/28/2026 |
249
|
$9.6 B
|
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI |
2026 Q1
|
4/28/2026 |
158
|
$1.3 B
|
| Oriental Harbor Investment Master Fund |
2026 Q1
|
4/28/2026 |
12
|
$1.1 B
|
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV |
2026 Q1
|
4/28/2026 |
176
|
$620 M
|
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies |
2026 Q1
|
4/28/2026 |
63
|
$110 M
|
| Philip James Wealth Mangement, LLC |
2026 Q1
|
4/28/2026 |
157
|
$870 M
|
| Belpointe Asset Management LLC |
2026 Q1
|
4/28/2026 |
1,066
|
$2.7 B
|
| Antonelli Financial Advisors, LLC |
2026 Q1
|
4/28/2026 |
52
|
$140 M
|
| Ascentis Wealth Management, LLC |
2026 Q1
|
4/28/2026 |
1,741
|
$510 M
|
| Brickwood Asset Management LLP |
2026 Q1
|
4/28/2026 |
10
|
$130 M
|
| Fortis Capital Advisors, LLC |
2026 Q1
|
4/28/2026 |
371
|
$760 M
|
| Spurstone Advisory Services, LLC |
2026 Q1
|
4/28/2026 |
76
|
$5.8 M
|
| Robertson Stephens Wealth Management, LLC |
2026 Q1
|
4/28/2026 |
615
|
$3.6 B
|
| DDD Partners, LLC |
2026 Q1
|
4/28/2026 |
138
|
$1.5 B
|
| TritonPoint Partners, LLC |
2026 Q1
|
4/28/2026 |
200
|
$270 M
|
| Harbour Trust & Investment Management Co |
2026 Q1
|
4/28/2026 |
286
|
$940 M
|
| Encompass More Asset Management |
2026 Q1
|
4/28/2026 |
251
|
$600 M
|
| RW Investment Management LLC |
2026 Q1
|
4/28/2026 |
120
|
$1.0 B
|
| INVESTMENT MANAGEMENT CORP /VA/ /ADV |
2026 Q1
|
4/28/2026 |
52
|
$120 M
|
| Blue Sky Capital Consultants Group, Inc. |
2026 Q1
|
4/28/2026 |
76
|
$210 M
|
| Timber Creek Capital Management LLC |
2026 Q1
|
4/28/2026 |
78
|
$410 M
|
| National Mutual Insurance Federation of Agricultural Cooperatives |
2026 Q1
|
4/28/2026 |
41
|
$13 B
|
| South Shore Capital Advisors |
2026 Q1
|
4/28/2026 |
139
|
$140 M
|
| GOANNA CAPITAL MANAGEMENT LLC |
2025 Q4
|
4/28/2026 |
3
|
$12 M
|
| SOUTHERN MICHIGAN BANK & TRUST |
2026 Q1
|
4/28/2026 |
424
|
$260 M
|
| Titan Investment Management LLC |
2026 Q1
|
4/28/2026 |
37
|
$110 M
|
| Stratos Wealth Partners, LTD. |
2026 Q1
|
4/28/2026 |
1,619
|
$8.8 B
|
| Stratos Wealth Advisors, LLC |
2026 Q1
|
4/28/2026 |
609
|
$1.6 B
|
| Stratos Investment Management, LLC |
2026 Q1
|
4/28/2026 |
371
|
$2.5 B
|
| Clarity Retirement & Wealth, LLC |
2026 Q1
|
4/28/2026 |
27
|
$120 M
|
| CAP Partners, LLC |
2026 Q1
|
4/28/2026 |
146
|
$180 M
|
| LGT Financial Advisors LLC |
2026 Q1
|
4/28/2026 |
251
|
$20 M
|
| Hobbs Wealth Management, LLC |
2026 Q1
|
4/28/2026 |
23
|
$100 M
|
| Argyle Capital Management, LLC |
2026 Q1
|
4/28/2026 |
137
|
$310 M
|
| W.H. Cornerstone Investments Inc. |
2026 Q1
|
4/28/2026 |
129
|
$160 M
|
| STRATEGIC VALUE BANK PARTNERS LLC |
2026 Q1
|
4/28/2026 |
14
|
$190 M
|
| KANAWHA CAPITAL MANAGEMENT LLC |
2026 Q1
|
4/28/2026 |
221
|
$1.4 B
|
| KINGSWOOD WEALTH ADVISORS, LLC |
2026 Q1
|
4/28/2026 |
924
|
$2.1 B
|
| HARBOR CAPITAL ADVISORS, INC. |
2026 Q1
|
4/28/2026 |
1,211
|
$1.2 B
|
| McGinn Penninger Investment Management, Inc. |
2026 Q1
|
4/28/2026 |
34
|
$150 M
|
| Handelsbanken Fonder AB |
2026 Q1
|
4/28/2026 |
1,491
|
$30 B
|
| ATTICUS WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/28/2026 |
181
|
$370 M
|
| BW Gestao de Investimentos Ltda. |
2026 Q1
|
4/28/2026 |
270
|
$3.0 B
|
| PFA Pension, Forsikringsaktieselskab |
2026 Q1
|
4/28/2026 |
381
|
$33 B
|
| EDMP, INC. |
2026 Q1
|
4/28/2026 |
71
|
$120 M
|
| Winthrop Capital Management, LLC |
2026 Q1
|
4/28/2026 |
357
|
$390 M
|
| AEW CAPITAL MANAGEMENT L P |
2026 Q1
|
4/28/2026 |
78
|
$1.4 B
|
| Disciplined Equity Management, Inc. |
2026 Q1
|
4/28/2026 |
44
|
$200 M
|
| Bpifrance SA |
2026 Q1
|
4/28/2026 |
2
|
$1.7 B
|
| Q3 Asset Management |
2026 Q1
|
4/28/2026 |
64
|
$410 M
|
| Oxler Private Wealth LLC |
2026 Q1
|
4/28/2026 |
92
|
$320 M
|
| Quent Capital, LLC |
2026 Q1
|
4/28/2026 |
1,534
|
$1.4 B
|
| Cobblestone Asset Management LLC |
2026 Q1
|
4/28/2026 |
73
|
$220 M
|
| NBT BANK N A /NY |
2026 Q1
|
4/28/2026 |
1,673
|
$1.5 B
|
| Kepler Cheuvreux (Suisse) SA |
2026 Q1
|
4/28/2026 |
222
|
$1.5 B
|
| HOWE & RUSLING INC |
2026 Q1
|
4/28/2026 |
529
|
$1.5 B
|
| St. Johns Investment Management Company, LLC |
2026 Q1
|
4/28/2026 |
193
|
$240 M
|
| Ariose Capital Management Ltd |
2026 Q1
|
4/28/2026 |
15
|
$150 M
|
| MONTRUSCO BOLTON INVESTMENTS INC. |
2026 Q1
|
4/28/2026 |
72
|
$6.6 B
|
| Clear Retirement Advice LLC |
2026 Q1
|
4/28/2026 |
54
|
$130 M
|
| BRIGHTON JONES LLC |
2026 Q1
|
4/28/2026 |
24
|
$2.4 B
|
| PRAXIS INVESTMENT MANAGEMENT INC |
2026 Q1
|
4/28/2026 |
789
|
$1.6 B
|
| FUKOKU MUTUAL LIFE INSURANCE Co |
2026 Q1
|
4/28/2026 |
235
|
$1.5 B
|
| Paller Financial Services Inc |
2026 Q1
|
4/28/2026 |
43
|
$120 M
|
| OAKLAND FINANCIAL CORP |
2026 Q1
|
4/28/2026 |
10
|
$6.3 M
|
| Cherokee Insurance Co |
2026 Q1
|
4/28/2026 |
121
|
$260 M
|
| Northstar Group, Inc. |
2026 Q1
|
4/28/2026 |
166
|
$710 M
|
| Private Wealth Partners, LLC |
2026 Q1
|
4/28/2026 |
169
|
$1.3 B
|
| INTEGRAL INVESTMENT ADVISORS, INC. |
2026 Q1
|
4/28/2026 |
174
|
$400 M
|
| PARTHENON LLC |
2026 Q1
|
4/28/2026 |
127
|
$870 M
|
| Journey Beyond Wealth, LLC |
2026 Q1
|
4/28/2026 |
29
|
$120 M
|
| BLB&B Advisors, LLC |
2026 Q1
|
4/28/2026 |
384
|
$2.4 B
|
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC |
2026 Q1
|
4/28/2026 |
183
|
$330 M
|
| Lansing Street Advisors |
2026 Q1
|
4/28/2026 |
151
|
$400 M
|
| Northern Financial Advisors Inc |
2026 Q1
|
4/28/2026 |
105
|
$140 M
|
| Dean, Jacobson Financial Services, LLC |
2026 Q1
|
4/28/2026 |
21
|
$160 M
|
| Powerhouse Assets LLC |
2026 Q1
|
4/28/2026 |
55
|
$110 M
|
| Bravias Capital Group, LLC |
2026 Q1
|
4/28/2026 |
96
|
$150 M
|
| Mokosak Advisory Group, LLC |
2026 Q1
|
4/28/2026 |
34
|
$400 M
|
| WEALTH MANAGEMENT RESOURCES, INC. |
2026 Q1
|
4/28/2026 |
28
|
$290 M
|
| Hillcrest Wealth Advisors - NY, LLC |
2026 Q1
|
4/28/2026 |
51
|
$250 M
|
| Walter Public Investments Inc. |
2026 Q1
|
4/28/2026 |
48
|
$420 M
|
| TI-TRUST, INC |
2026 Q1
|
4/28/2026 |
128
|
$170 M
|
| Walkner Condon Financial Advisors LLC |
2026 Q1
|
4/28/2026 |
322
|
$760 M
|