| Gray Private Wealth, LLC |
2026 Q3
|
10/28/2026 |
64
|
$250 M
|
| PAYDEN & RYGEL |
2026 Q3
|
10/28/2026 |
129
|
$1.3 B
|
| Lebenthal Global Advisors, LLC |
2026 Q3
|
10/28/2026 |
306
|
$750 M
|
| Canopy Partners, LLC |
2026 Q3
|
10/28/2026 |
236
|
$350 M
|
| Cranbrook Wealth Management, LLC |
2026 Q3
|
10/28/2026 |
374
|
$530 M
|
| Wildcat Capital Management, LLC |
2026 Q3
|
10/28/2026 |
5
|
$170 M
|
| BRIAN LOW FINANCIAL GROUP, LLC |
2026 Q3
|
10/28/2026 |
120
|
$180 M
|
| China-UAE Investment Cooperation Fund, L.P. |
2026 Q3
|
10/28/2026 |
1
|
$41 M
|
| Finley Financial, LLC |
2026 Q3
|
10/28/2026 |
107
|
$240 M
|
| CHICAGO TRUST Co NA |
2026 Q3
|
10/28/2026 |
671
|
$730 M
|
| Gigafund Management Company, LLC |
2026 Q3
|
10/28/2026 |
2
|
$19 B
|
| Thrive Capital Management, LLC |
2026 Q3 - RESTATEMENT
|
10/28/2026 |
180
|
$560 M
|
| DWM Financial Group, Inc. |
2026 Q3
|
10/28/2026 |
65
|
$130 M
|
| IMPACTfolio, LLC |
2026 Q3
|
10/28/2026 |
35
|
$270 M
|
| Arta Finance Wealth Management LLC |
2026 Q3
|
10/28/2026 |
105
|
$210 M
|
| HILLMAN CO |
2026 Q3
|
10/28/2026 |
15
|
$260 M
|
| Whelan Financial |
2026 Q3
|
10/28/2026 |
106
|
$390 M
|
| Raleigh Capital Management Inc. |
2026 Q3
|
10/28/2026 |
507
|
$320 M
|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
2026 Q3
|
10/28/2026 |
925
|
$1.7 B
|
| Modera Wealth Management, LLC |
2026 Q3
|
10/28/2026 |
674
|
$9.5 B
|
| GREENUP STREET WEALTH MANAGEMENT LLC |
2026 Q3
|
10/28/2026 |
134
|
$810 M
|
| State of Wyoming |
2026 Q3
|
10/28/2026 |
1,691
|
$1.3 B
|
| Heritage Wealth Management, Inc. |
2026 Q3
|
10/28/2026 |
272
|
$400 M
|
| CFC Planning Co LLC |
2026 Q3
|
10/28/2026 |
67
|
$190 M
|
| PEAK FINANCIAL ADVISORS LLC |
2026 Q3
|
10/28/2026 |
78
|
$230 M
|
| Petros Family Wealth, LLC |
2026 Q3
|
10/28/2026 |
411
|
$170 M
|
| Gilliland Jeter Wealth Management LLC |
2026 Q3
|
10/28/2026 |
193
|
$400 M
|
| GREATMARK INVESTMENT PARTNERS, INC. |
2026 Q3
|
10/28/2026 |
158
|
$930 M
|
| Americana Partners, LLC |
2026 Q3
|
10/28/2026 |
628
|
$4.7 B
|
| Aprio Wealth Management, LLC |
2026 Q3
|
10/28/2026 |
638
|
$2.2 B
|
| Avestar Capital, LLC |
2026 Q3
|
10/28/2026 |
519
|
$1.3 B
|
| Morling Financial Advisors, LLC |
2026 Q3
|
10/28/2026 |
144
|
$370 M
|
| Fusion Capital, LLC |
2026 Q3
|
10/28/2026 |
105
|
$460 M
|
| Kurv Investment Management LLC |
2026 Q3
|
10/28/2026 |
65
|
$200 M
|
| LJI Wealth Management, LLC |
2026 Q3
|
10/28/2026 |
195
|
$710 M
|
| Bank of the Bluegrass & Trust Co. |
2026 Q2
|
10/28/2026 |
242
|
$320 M
|
| Left Brain Wealth Management, LLC |
2026 Q3
|
10/28/2026 |
98
|
$320 M
|
| Coyle Financial Counsel LLC |
2026 Q3
|
10/28/2026 |
123
|
$540 M
|
| Kassira Wealth Management LLC |
2026 Q3
|
10/28/2026 |
65
|
$130 M
|
| MGO ONE SEVEN LLC |
2026 Q3
|
10/28/2026 |
1,554
|
$6.1 B
|
| Curtis Advisory Group, LLC |
2026 Q3
|
10/28/2026 |
119
|
$540 M
|
| Sagace Wealth Management LLC |
2026 Q3
|
10/28/2026 |
77
|
$160 M
|
| Charter Capital Management, LLC\DE |
2026 Q3
|
10/28/2026 |
69
|
$220 M
|
| Marin Bay Wealth Advisors, LLC |
2026 Q3
|
10/28/2026 |
131
|
$190 M
|
| Blue Fin Capital, Inc. |
2026 Q3
|
10/28/2026 |
164
|
$740 M
|
| BNB Wealth Management, LLC |
2026 Q3
|
10/28/2026 |
94
|
$180 M
|
| Global Assets Advisory, LLC |
2026 Q3
|
10/28/2026 |
308
|
$450 M
|
| Summit Global Investments |
2026 Q3
|
10/28/2026 |
516
|
$2.0 B
|
| OPINICUS CAPITAL, INC. |
2026 Q3
|
10/28/2026 |
98
|
$190 M
|
| Invera Wealth Advisors, LLC |
2026 Q3
|
10/28/2026 |
135
|
$190 M
|
| Cornerstone Wealth Partners, LLC |
2026 Q3
|
10/28/2026 |
13
|
$250 M
|
| Madison Park Capital Advisors, LLC |
2026 Q3
|
10/28/2026 |
73
|
$160 M
|
| Marshall & Sterling Wealth Advisors Inc. |
2026 Q3
|
10/28/2026 |
369
|
$170 M
|
| EVOLUTION WEALTH MANAGEMENT INC. |
2026 Q3
|
10/28/2026 |
926
|
$170 M
|
| Seneca Financial Advisors LLC |
2026 Q3
|
10/28/2026 |
63
|
$380 M
|
| Clean Yield Group |
2026 Q3
|
10/28/2026 |
392
|
$410 M
|
| GPI CAPITAL, L.P. |
2026 Q3
|
10/28/2026 |
1
|
$0
|
| Cromwell Holdings LLC |
2026 Q3
|
10/28/2026 |
1,609
|
$220 M
|
| HENNESSY ADVISORS INC |
2026 Q3
|
10/28/2026 |
287
|
$2.7 B
|
| Intrua Financial, LLC |
2026 Q3
|
10/28/2026 |
475
|
$1.1 B
|
| Moss Adams Wealth Advisors LLC |
2026 Q3
|
10/28/2026 |
506
|
$1.5 B
|
| SBI Holdings USA, Inc. |
2026 Q3
|
10/28/2026 |
1
|
$130 M
|
| Tributary Capital Management, LLC |
2026 Q3
|
10/28/2026 |
211
|
$1.1 B
|
| Transcendent Capital Group LLC |
2026 Q3
|
10/28/2026 |
118
|
$250 M
|
| Prodigy Asset Management LLC |
2026 Q3
|
10/28/2026 |
31
|
$340 M
|
| Turning Point Benefit Group, Inc. |
2026 Q3
|
10/28/2026 |
106
|
$240 M
|
| Pacific Capital Partners Ltd |
2026 Q3
|
10/28/2026 |
41
|
$130 M
|
| Axim Planning & Wealth |
2026 Q3
|
10/28/2026 |
21
|
$26 M
|
| Argyle Capital Management, LLC |
2026 Q3
|
10/28/2026 |
135
|
$350 M
|
| Main Street Group, LTD |
2026 Q3
|
10/28/2026 |
1,602
|
$440 M
|
| HUDSON EDGE INVESTMENT PARTNERS INC. |
2026 Q3
|
10/28/2026 |
129
|
$730 M
|
| Warm Springs Advisors Inc. |
2026 Q3
|
10/28/2026 |
43
|
$160 M
|
| CHILTON CAPITAL MANAGEMENT LLC |
2026 Q3
|
10/28/2026 |
582
|
$3.2 B
|
| FLOYD FINANCIAL GROUP LLC |
2026 Q3
|
10/28/2026 |
62
|
$160 M
|
| Frontier Asset Management, LLC |
2026 Q3
|
10/28/2026 |
81
|
$530 M
|
| Independent Solutions Wealth Management, LLC |
2026 Q3
|
10/28/2026 |
194
|
$790 M
|
| TD PRIVATE CLIENT WEALTH LLC |
2026 Q3
|
10/28/2026 |
1,784
|
$5.5 B
|
| National Mutual Insurance Federation of Agricultural Cooperatives |
2026 Q3
|
10/28/2026 |
42
|
$16 B
|
| MCF Advisors LLC |
2026 Q3
|
10/28/2026 |
425
|
$2.8 B
|
| Corundum Group, Inc. |
2026 Q3
|
10/28/2026 |
122
|
$380 M
|
| Buck Wealth Strategies, LLC |
2026 Q3
|
10/28/2026 |
1,155
|
$1.1 B
|
| DURANTE & WATERS, LLC |
2026 Q3
|
10/28/2026 |
37
|
$150 M
|
| WEDGEWOOD INVESTORS INC /PA/ |
2026 Q3
|
10/28/2026 |
106
|
$98 M
|
| Windmill Hill Asset Management Ltd |
2026 Q3
|
10/28/2026 |
22
|
$500 M
|
| RIVERCHASE WEALTH MANAGEMENT, LLC |
2026 Q3
|
10/28/2026 |
79
|
$210 M
|
| Frankly Finances, LLC |
2026 Q3
|
10/28/2026 |
91
|
$130 M
|
| Bosman Wealth Management, LLC |
2026 Q3
|
10/28/2026 |
61
|
$160 M
|
| Crew Capital Management, Ltd |
2026 Q3
|
10/28/2026 |
117
|
$190 M
|
| Financial Solutions Advisory Group, Inc. |
2026 Q3
|
10/28/2026 |
190
|
$790 M
|
| Ashoka WhiteOak Capital Pte Ltd |
2026 Q3
|
10/28/2026 |
20
|
$340 M
|
| United Asset Strategies, Inc. |
2026 Q3
|
10/28/2026 |
268
|
$1.5 B
|
| Argentarii, LLC |
2026 Q3
|
10/28/2026 |
204
|
$330 M
|
| CHOREO, LLC |
2026 Q3
|
10/28/2026 |
1,695
|
$9.7 B
|
| Blueprint Financial Advisors LLC |
2026 Q3
|
10/28/2026 |
152
|
$940 M
|
| Lynch Asset Management, Inc. |
2026 Q3
|
10/28/2026 |
52
|
$390 M
|
| Guilbault Capital LLC |
2026 Q3
|
10/28/2026 |
73
|
$100 M
|
| Renaissance Investment Group LLC |
2026 Q3
|
10/28/2026 |
77
|
$490 M
|
| Strid Group, LLC |
2026 Q3
|
10/28/2026 |
93
|
$920 M
|
| Outlook Wealth Advisors, LLC |
2026 Q3
|
10/28/2026 |
313
|
$470 M
|
| Auour Investments LLC |
2026 Q3
|
10/28/2026 |
95
|
$350 M
|