| Fragasso Financial Advisors Inc |
2026 Q3
|
10/13/2026 |
377
|
$2.0 B
|
| Ring Mountain Capital, LLC |
2026 Q3
|
10/13/2026 |
113
|
$240 M
|
| Vannoy Advisory Group, Inc. |
2026 Q3
|
10/13/2026 |
28
|
$170 M
|
| McGlone Suttner Wealth Management, Inc. |
2026 Q3
|
10/13/2026 |
200
|
$860 M
|
| TL Private Wealth |
2026 Q3
|
10/13/2026 |
55
|
$280 M
|
| STEEL GROVE CAPITAL ADVISORS, LLC |
2026 Q3
|
10/13/2026 |
227
|
$1.1 B
|
| Sivik Global Healthcare LLC |
2026 Q3
|
10/13/2026 |
35
|
$180 M
|
| PCA Investment Advisory Services Inc. |
2026 Q3
|
10/13/2026 |
60
|
$370 M
|
| KIECKHEFER GROUP LLC |
2026 Q3
|
10/13/2026 |
62
|
$250 M
|
| Level Financial Advisors |
2026 Q3
|
10/13/2026 |
91
|
$450 M
|
| Seilern Investment Management Ltd |
2026 Q3
|
10/13/2026 |
24
|
$770 M
|
| JERICHO FINANCIAL, LLP |
2026 Q3
|
10/13/2026 |
39
|
$200 M
|
| Sullivan Wood Capital Management LLC |
2026 Q3
|
10/13/2026 |
21
|
$65 M
|
| Financial Futures Ltd Liability Co. |
2026 Q3
|
10/13/2026 |
78
|
$270 M
|
| First County Bank /CT/ |
2026 Q3
|
10/13/2026 |
383
|
$220 M
|
| Asset Allocation & Management Company, LLC |
2026 Q3
|
10/13/2026 |
69
|
$320 M
|
| ESCHATON OPPORTUNITIES FUND MANAGEMENT LP |
2026 Q2
|
10/13/2026 |
9
|
$1.0 B
|
| Quadratic Capital Management LLC |
2026 Q3
|
10/13/2026 |
2
|
$180 M
|
| Sage Capital Advisors,llc |
2026 Q3
|
10/13/2026 |
145
|
$500 M
|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
2026 Q3
|
10/13/2026 |
4,427
|
$67 B
|
| Blue Capital, Inc. |
2026 Q3
|
10/13/2026 |
136
|
$160 M
|
| CONTINENTAL ADVISORS LLC |
2026 Q3
|
10/13/2026 |
52
|
$230 M
|
| Sugar Maple Asset Management, LLC |
2026 Q3
|
10/13/2026 |
89
|
$180 M
|
| Clarus Wealth Advisors |
2026 Q3
|
10/13/2026 |
86
|
$270 M
|
| Buttonwood Financial Advisors Inc. |
2026 Q3
|
10/13/2026 |
110
|
$330 M
|
| Kingsman Wealth Management, Inc. |
2026 Q3
|
10/13/2026 |
82
|
$220 M
|
| DEPRINCE RACE & ZOLLO INC |
2026 Q3
|
10/13/2026 |
197
|
$5.7 B
|
| LifePlan Financial, LLC |
2026 Q3
|
10/13/2026 |
91
|
$140 M
|
| CGC Financial Services, LLC |
2026 Q3
|
10/13/2026 |
338
|
$450 M
|
| Richard P Slaughter Associates Inc |
2026 Q3
|
10/13/2026 |
117
|
$510 M
|
| AUGUSTINE ASSET MANAGEMENT INC |
2026 Q3
|
10/13/2026 |
128
|
$460 M
|
| CASCADE INVESTMENT GROUP, INC. |
2026 Q3
|
10/13/2026 |
160
|
$180 M
|
| Shearwater Capital LLC |
2026 Q3
|
10/13/2026 |
71
|
$210 M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2026 Q3
|
10/13/2026 |
87
|
$240 M
|
| AtlasMark Financial, Inc |
2026 Q3
|
10/13/2026 |
44
|
$200 M
|
| Lakeshore Financial Planning, Inc. |
2026 Q3
|
10/13/2026 |
97
|
$320 M
|
| Stolper Co |
2026 Q3
|
10/13/2026 |
90
|
$390 M
|
| FRANKLIN STREET ADVISORS INC /NC |
2026 Q3
|
10/13/2026 |
165
|
$1.8 B
|
| CULLEN INVESTMENT GROUP, LTD. |
2026 Q3
|
10/13/2026 |
179
|
$860 M
|
| Clayton Financial Group LLC |
2026 Q3
|
10/13/2026 |
331
|
$190 M
|
| Compass Planning Associates Inc |
2026 Q3
|
10/13/2026 |
35
|
$190 M
|
| Yoder Wealth Management, Inc. |
2026 Q3
|
10/13/2026 |
135
|
$270 M
|
| EQUITABLE TRUST CO |
2026 Q3
|
10/13/2026 |
748
|
$2.4 B
|
| Strategic Advisors LLC |
2026 Q3
|
10/13/2026 |
161
|
$470 M
|
| PATTON FUND MANAGEMENT, INC. |
2026 Q3
|
10/13/2026 |
77
|
$390 M
|
| BUTENSKY & COHEN FINANCIAL SECURITY, INC |
2026 Q3
|
10/13/2026 |
134
|
$400 M
|
| Clio Asset Management LLC |
2026 Q3
|
10/13/2026 |
15
|
$120 M
|
| 1900 WEALTH MANAGEMENT LLC |
2026 Q3
|
10/13/2026 |
395
|
$1.8 B
|
| Dilation Capital Management LP |
2026 Q3
|
10/13/2026 |
22
|
$200 M
|
| CLG LLC |
2026 Q3
|
10/13/2026 |
148
|
$480 M
|
| Blue Sky Capital Consultants Group, Inc. |
2026 Q3
|
10/13/2026 |
79
|
$240 M
|
| Dynamic Advisor Solutions LLC |
2026 Q3
|
10/13/2026 |
1,029
|
$3.5 B
|
| Silverberg Bernstein Capital Management LLC |
2026 Q3
|
10/13/2026 |
62
|
$210 M
|
| GATEWAY INVESTMENT ADVISERS LLC |
2026 Q3
|
10/13/2026 |
833
|
$11 B
|
| TICINO WEALTH |
2026 Q3
|
10/13/2026 |
136
|
$320 M
|
| Triad Investment Management |
2026 Q3
|
10/13/2026 |
32
|
$75 M
|
| INDEPENDENT FINANCIAL GROUP, LLC |
2026 Q3
|
10/13/2026 |
1,579
|
$5.5 B
|
| ESCHATON OPPORTUNITIES FUND MANAGEMENT LP |
2026 Q1
|
10/13/2026 |
10
|
$60 M
|
| Benson Investment Management Company, Inc. |
2026 Q3
|
10/13/2026 |
7
|
$18 M
|
| Nepsis Inc. |
2026 Q3
|
10/13/2026 |
28
|
$320 M
|
| FORTERIS WEALTH MANAGEMENT INC. |
2026 Q3
|
10/13/2026 |
69
|
$120 M
|
| Prospera Capital Management, LLC |
2026 Q3
|
10/13/2026 |
63
|
$320 M
|
| Eldred Rock Partners, LLC |
2026 Q3
|
10/13/2026 |
29
|
$450 M
|
| Thrive Wealth Management, LLC |
2026 Q3
|
10/13/2026 |
260
|
$810 M
|
| Lexington Hill Partners, LLC |
2026 Q3
|
10/13/2026 |
85
|
$230 M
|
| Addenda Capital Inc. |
2026 Q3
|
10/13/2026 |
131
|
$3.8 B
|
| TEALWOOD ASSET MANAGEMENT INC |
2026 Q3
|
10/13/2026 |
122
|
$250 M
|
| StoryOne LLC |
2026 Q3
|
10/13/2026 |
79
|
$220 M
|
| Strong Tower Advisory Services |
2026 Q3
|
10/13/2026 |
92
|
$570 M
|
| GILL CAPITAL PARTNERS, LLC |
2026 Q3
|
10/13/2026 |
153
|
$370 M
|
| RiverTree Advisors, LLC |
2026 Q3
|
10/13/2026 |
70
|
$170 M
|
| Chesley Taft & Associates LLC |
2026 Q3
|
10/13/2026 |
629
|
$2.6 B
|
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC |
2026 Q3
|
10/13/2026 |
181
|
$1.2 B
|
| Gilman Hill Asset Management, LLC |
2026 Q3
|
10/13/2026 |
222
|
$720 M
|
| Archer Investment Management, LLC |
2026 Q3
|
10/13/2026 |
121
|
$320 M
|
| BREAKTHRU ADVISORY SERVICES, LLC |
2026 Q3
|
10/13/2026 |
18
|
$30 M
|
| Congress Park Capital LLC |
2026 Q3
|
10/13/2026 |
130
|
$380 M
|
| Compton Wealth Advisory Group, LLC |
2026 Q3
|
10/13/2026 |
91
|
$490 M
|
| Sarasin & Partners LLP |
2026 Q3
|
10/13/2026 |
111
|
$8.9 B
|
| Cobblestone Asset Management LLC |
2026 Q3
|
10/13/2026 |
77
|
$250 M
|
| ANCHYRA PARTNERS LLC |
2026 Q3
|
10/13/2026 |
433
|
$480 M
|
| Towerpoint Wealth, LLC |
2026 Q3
|
10/13/2026 |
112
|
$280 M
|
| WEST PACES ADVISORS INC. |
2026 Q3
|
10/13/2026 |
692
|
$590 M
|
| MILFAM LLC |
2026 Q3
|
10/13/2026 |
15
|
$140 M
|
| Xena Financial Planning, LLC |
2026 Q3
|
10/13/2026 |
38
|
$100 M
|
| MOGY JOEL R INVESTMENT COUNSEL INC |
2026 Q3
|
10/13/2026 |
128
|
$1.9 B
|
| Haven Global Partners, LLC |
2026 Q3
|
10/13/2026 |
9
|
$110 M
|
| Northside Capital Management, LLC |
2026 Q3
|
10/13/2026 |
182
|
$1.3 B
|
| Greater Midwest Financial Group, LLC |
2026 Q3
|
10/13/2026 |
69
|
$210 M
|
| WEDGE CAPITAL MANAGEMENT L L P/NC |
2026 Q3
|
10/13/2026 |
480
|
$5.7 B
|
| Hippocratic Financial Advisors, LLC |
2026 Q3
|
10/13/2026 |
51
|
$250 M
|
| Chicago Capital, LLC |
2026 Q3
|
10/13/2026 |
372
|
$4.3 B
|
| OMNI 360 Wealth, Inc. |
2026 Q3
|
10/13/2026 |
140
|
$220 M
|
| Park Capital Management, LLC / WI |
2026 Q3
|
10/13/2026 |
224
|
$200 M
|
| Objective Capital Management, LLC |
2026 Q3
|
10/13/2026 |
99
|
$110 M
|
| Meriwether Wealth & Planning, LLC |
2026 Q3
|
10/13/2026 |
872
|
$220 M
|
| Able Wealth Management LLC |
2026 Q3
|
10/13/2026 |
197
|
$450 M
|
| Oslo Pensjonsforsikring AS |
2017 Q3
|
10/13/2026 |
13
|
$310 M
|
| Oslo Pensjonsforsikring AS |
2017 Q2
|
10/13/2026 |
10
|
$230 M
|
| Oslo Pensjonsforsikring AS |
2017 Q1
|
10/13/2026 |
9
|
$190 M
|