| EAGLE WEALTH STRATEGIES LLC |
2026 Q1
|
4/10/2026 |
114
|
$230 M
|
| MKT Advisors LLC |
2026 Q1
|
4/10/2026 |
157
|
$300 M
|
| OP Asset Management Ltd |
2026 Q1 - RESTATEMENT
|
4/10/2026 |
719
|
$8.1 B
|
| BAKER TILLY WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/10/2026 |
280
|
$410 M
|
| McCollum Christoferson Group LLC |
2026 Q1
|
4/10/2026 |
77
|
$330 M
|
| ALM First Financial Advisors, LLC |
2026 Q1
|
4/10/2026 |
25
|
$560 M
|
| PBU - The Pension Fund of Early Childhood & Youth Educators |
2026 Q1 - RESTATEMENT
|
4/10/2026 |
191
|
$6.6 B
|
| PBU - The Pension Fund of Early Childhood & Youth Educators |
2025 Q4 - RESTATEMENT
|
4/10/2026 |
209
|
$6.9 B
|
| Luma Capital S.A. - SPF |
2026 Q1
|
4/10/2026 |
12
|
$100 M
|
| Matrix Trust Co |
2026 Q1
|
4/9/2026 |
178
|
$600 M
|
| Prota Financial, LLC |
2026 Q1
|
4/9/2026 |
67
|
$140 M
|
| Prota Financial, LLC |
2025 Q4
|
4/9/2026 |
67
|
$140 M
|
| Curated Wealth Partners LLC |
2026 Q1
|
4/9/2026 |
572
|
$790 M
|
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC |
2026 Q1
|
4/9/2026 |
62
|
$130 M
|
| EPIQ PARTNERS, LLC |
2026 Q1
|
4/9/2026 |
83
|
$210 M
|
| CENTRAL VALLEY ADVISORS, LLC |
2026 Q1
|
4/9/2026 |
226
|
$370 M
|
| Trust Co of Tennessee |
2026 Q1
|
4/9/2026 |
8
|
$540 M
|
| ZEVENBERGEN CAPITAL INVESTMENTS LLC |
2026 Q1
|
4/9/2026 |
182
|
$3.5 B
|
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
2026 Q1
|
4/9/2026 |
222
|
$6.8 B
|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
2026 Q1
|
4/9/2026 |
403
|
$1.8 B
|
| VERITY Wealth Advisors |
2026 Q1
|
4/9/2026 |
81
|
$150 M
|
| Clarity Capital Advisors, LLC |
2026 Q1
|
4/9/2026 |
95
|
$210 M
|
| Boit C F David |
2026 Q1
|
4/9/2026 |
119
|
$230 M
|
| TILIA FIDUCIARY PARTNERS, INC. |
2026 Q1
|
4/9/2026 |
115
|
$180 M
|
| General Motors Holdings LLC |
2026 Q1
|
4/9/2026 |
5
|
$91 M
|
| PCB Capital LLC |
2025 Q4
|
4/9/2026 |
187
|
$62 M
|
| Park Place Capital Corp |
2026 Q1
|
4/9/2026 |
850
|
$500 M
|
| New York University |
2026 Q1
|
4/9/2026 |
1
|
$3.2 M
|
| Dorato Capital Management |
2026 Q1
|
4/9/2026 |
254
|
$140 M
|
| Pacifica Partners Inc. |
2026 Q1
|
4/9/2026 |
474
|
$300 M
|
| Somnio Financial Group, LLC |
2026 Q1
|
4/9/2026 |
14
|
$150 M
|
| Allodium Investment Consultants, LLC |
2026 Q1
|
4/9/2026 |
52
|
$210 M
|
| Mechanics Bank Trust Department |
2026 Q1
|
4/9/2026 |
354
|
$720 M
|
| SANDERS MORRIS HARRIS LLC |
2026 Q1
|
4/9/2026 |
297
|
$630 M
|
| CULLEN INVESTMENT GROUP, LTD. |
2026 Q1
|
4/9/2026 |
179
|
$760 M
|
| Platt Investment Counsel, LLC |
2026 Q1
|
4/9/2026 |
13
|
$130 M
|
| PW Nova Financial Services LLC |
2025 Q4
|
4/9/2026 |
110
|
$260 M
|
| BUTENSKY & COHEN FINANCIAL SECURITY, INC |
2026 Q1
|
4/9/2026 |
132
|
$380 M
|
| P/E Global LLC |
2026 Q1
|
4/9/2026 |
7
|
$1.3 B
|
| Meriwether Wealth & Planning, LLC |
2026 Q1
|
4/9/2026 |
126
|
$180 M
|
| KWMG, LLC |
2026 Q1
|
4/9/2026 |
147
|
$1.2 B
|
| Avior Wealth Management, LLC |
2026 Q1
|
4/9/2026 |
825
|
$3.5 B
|
| American National Bank of Texas |
2026 Q1
|
4/9/2026 |
63
|
$100 M
|
| FIRETHORN WEALTH PARTNERS, LLC |
2026 Q1
|
4/9/2026 |
191
|
$270 M
|
| Noble Family Wealth, LLC |
2026 Q1
|
4/9/2026 |
76
|
$480 M
|
| Crocodile Capital Partners GmbH |
2026 Q1
|
4/9/2026 |
12
|
$140 M
|
| Planned Solutions, Inc. |
2026 Q1
|
4/9/2026 |
139
|
$310 M
|
| Shulman DeMeo Asset Management LLC |
2026 Q1
|
4/9/2026 |
140
|
$470 M
|
| CAMELOT TECHNOLOGY ADVISORS, INC. |
2026 Q1
|
4/9/2026 |
59
|
$140 M
|
| Thrive Wealth Management, LLC |
2026 Q1
|
4/9/2026 |
231
|
$670 M
|
| Wealth Quarterback LLC |
2026 Q1
|
4/9/2026 |
163
|
$250 M
|
| Elmwood Wealth Management, Inc. |
2026 Q1
|
4/9/2026 |
180
|
$360 M
|
| Praetorian Wealth Management, Inc. |
2026 Q1
|
4/9/2026 |
77
|
$530 M
|
| Cutter & CO Brokerage, Inc. |
2026 Q1
|
4/9/2026 |
1
|
$0
|
| PFS Partners, LLC |
2026 Q1
|
4/9/2026 |
590
|
$220 M
|
| CRA Financial Services, LLC |
2026 Q1
|
4/9/2026 |
296
|
$770 M
|
| DHJJ Financial Advisors, Ltd. |
2026 Q1
|
4/9/2026 |
1,081
|
$300 M
|
| WALNUT PRIVATE EQUITY PARTNERS, LLC |
2026 Q1
|
4/9/2026 |
14
|
$180 M
|
| Goelzer Investment Management, Inc. |
2026 Q1
|
4/9/2026 |
297
|
$2.1 B
|
| TETRAD CORP |
2026 Q1
|
4/9/2026 |
3
|
$1.0 B
|
| Overbrook Management Corp |
2026 Q1
|
4/9/2026 |
51
|
$530 M
|
| Meritas Wealth Management, LLC |
2026 Q1
|
4/9/2026 |
60
|
$220 M
|
| Rockingstone Advisors LLC |
2026 Q1
|
4/9/2026 |
113
|
$220 M
|
| TEALWOOD ASSET MANAGEMENT INC |
2026 Q1
|
4/9/2026 |
118
|
$220 M
|
| PINKERTON WEALTH, LLC |
2026 Q1
|
4/9/2026 |
138
|
$1.1 B
|
| Keystone Financial Planning, Inc. |
2026 Q1
|
4/9/2026 |
40
|
$370 M
|
| Baron Financial Group, LLC |
2026 Q1
|
4/9/2026 |
53
|
$190 M
|
| WestHill Financial Advisors, Inc. |
2026 Q1
|
4/9/2026 |
76
|
$520 M
|
| Veracity Capital LLC |
2026 Q1
|
4/9/2026 |
201
|
$280 M
|
| Secure Asset Management, LLC |
2026 Q1
|
4/9/2026 |
327
|
$630 M
|
| LIFE LINE WEALTH MANAGEMENT LLC |
2026 Q1
|
4/9/2026 |
35
|
$220 M
|
| Shearwater Capital LLC |
2026 Q1
|
4/9/2026 |
71
|
$190 M
|
| Yanni & Associates Investment Advisors, LLC |
2026 Q1
|
4/9/2026 |
34
|
$96 M
|
| Teamwork Financial Advisors, LLC |
2026 Q1
|
4/9/2026 |
216
|
$950 M
|
| Taylor & Morgan Wealth Management, LLC |
2026 Q1
|
4/9/2026 |
79
|
$180 M
|
| MOODY NATIONAL BANK TRUST DIVISION |
2026 Q1
|
4/9/2026 |
794
|
$1.1 B
|
| BROWN WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/9/2026 |
116
|
$390 M
|
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/9/2026 |
119
|
$150 M
|
| Freestate Advisors LLC |
2026 Q1
|
4/9/2026 |
42
|
$130 M
|
| MFG WEALTH MANAGEMENT, INC. |
2026 Q1
|
4/9/2026 |
61
|
$120 M
|
| VISTA INVESTMENT PARTNERS LLC |
2026 Q1
|
4/9/2026 |
169
|
$380 M
|
| Everhart Financial Group, Inc. |
2026 Q1
|
4/9/2026 |
464
|
$1.2 B
|
| Wealth Alliance Advisory Group, LLC |
2026 Q1
|
4/9/2026 |
197
|
$630 M
|
| KELLY FINANCIAL GROUP LLC |
2026 Q1
|
4/9/2026 |
100
|
$400 M
|
| FCG Investment Co |
2026 Q1
|
4/9/2026 |
100
|
$230 M
|
| Victrix Investment Advisors |
2026 Q1
|
4/9/2026 |
107
|
$280 M
|
| Adirondack Capital Advisors, LLC |
2026 Q1
|
4/9/2026 |
44
|
$160 M
|
| Veery Capital, LLC |
2026 Q1
|
4/9/2026 |
96
|
$330 M
|
| Turner Capital Investments, LLC |
2026 Q1
|
4/9/2026 |
1
|
$420 k
|
| Leverty Financial Group, LLC |
2026 Q1
|
4/9/2026 |
44
|
$450 M
|
| Peterson Wealth Advisors, LLC |
2026 Q1
|
4/9/2026 |
108
|
$750 M
|
| Aletheian Wealth Advisors LLC |
2026 Q1
|
4/9/2026 |
97
|
$210 M
|
| Pacific Capital Partners Ltd |
2026 Q1
|
4/9/2026 |
38
|
$100 M
|
| Whitaker-Myers Wealth Managers, LTD. |
2026 Q1
|
4/9/2026 |
108
|
$500 M
|
| TrueWealth Advisors, LLC |
2026 Q1
|
4/9/2026 |
233
|
$400 M
|
| DIVERSIFIED MANAGEMENT INC |
2026 Q1
|
4/9/2026 |
262
|
$580 M
|
| TruWealth Advisors, LLC |
2026 Q1
|
4/9/2026 |
182
|
$2.1 B
|
| Point Windward Advisors Inc. |
2026 Q1
|
4/9/2026 |
94
|
$200 M
|
| Key Client Fiduciary Advisors, LLC |
2026 Q1
|
4/9/2026 |
216
|
$290 M
|
| Cornerstone Wealth Advisors, Inc. |
2026 Q1
|
4/9/2026 |
49
|
$430 M
|