| Hill Investment Group Partners, LLC |
2026 Q1
|
5/12/2026 |
50
|
$910 M
|
| Crusonia Wealth Advisors LLC |
2026 Q1
|
5/12/2026 |
252
|
$490 M
|
| Colonial Trust Advisors |
2026 Q1
|
5/12/2026 |
726
|
$1.3 B
|
| WEIK CAPITAL MANAGEMENT |
2026 Q1
|
5/12/2026 |
90
|
$250 M
|
| Wood Tarver Financial Group, LLC |
2026 Q1
|
5/12/2026 |
155
|
$360 M
|
| Luken Investment Analytics, LLC |
2026 Q1
|
5/12/2026 |
160
|
$260 M
|
| Lepercq De Neuflize Asset Management LLC |
2026 Q1 - RESTATEMENT
|
5/12/2026 |
26
|
$140 M
|
| LeConte Wealth Management, LLC |
2026 Q1
|
5/12/2026 |
152
|
$150 M
|
| OAKMONT Corp |
2026 Q1 - RESTATEMENT
|
5/12/2026 |
31
|
$530 M
|
| Covenant Partners, LLC |
2026 Q1
|
5/12/2026 |
1
|
$0
|
| Baker Avenue Asset Management, LP |
2026 Q1
|
5/12/2026 |
758
|
$4.4 B
|
| TIFF ADVISORY SERVICES, LLC |
2026 Q1
|
5/12/2026 |
25
|
$440 M
|
| Bey-Douglas LLC |
2026 Q1
|
5/12/2026 |
56
|
$110 M
|
| Wayfinding Financial, LLC |
2026 Q1
|
5/12/2026 |
157
|
$230 M
|
| Vines Capital Management, LLC |
2026 Q1
|
5/12/2026 |
88
|
$100 M
|
| Baldwin Investment Management, LLC |
2026 Q1
|
5/12/2026 |
210
|
$860 M
|
| CBIZ Investment Advisory Services, LLC |
2026 Q1
|
5/12/2026 |
422
|
$2.7 B
|
| Alliance Wealth Advisors, LLC /UT |
2026 Q1
|
5/12/2026 |
228
|
$460 M
|
| Benson Wealth Management INC |
2026 Q1
|
5/12/2026 |
354
|
$73 M
|
| von Borstel & Associates, Inc. |
2026 Q1
|
5/12/2026 |
42
|
$440 M
|
| FAIRFIELD, BUSH & CO. |
2026 Q1
|
5/12/2026 |
119
|
$180 M
|
| Parsonex Advisory Services, Inc. |
2026 Q1
|
5/12/2026 |
56
|
$100 M
|
| Meiji Yasuda Life Insurance Co |
2026 Q1
|
5/12/2026 |
224
|
$2.9 B
|
| CYPRESS FUNDS LLC |
2025 Q1 - RESTATEMENT
|
5/12/2026 |
14
|
$400 M
|
| Hartree Partners, LP |
2026 Q1
|
5/12/2026 |
126
|
$470 M
|
| Adventist Health System/ West |
2026 Q1
|
5/12/2026 |
13
|
$560 M
|
| Vestcor Inc |
2026 Q1
|
5/12/2026 |
1,192
|
$3.6 B
|
| Cascade Financial Partners, LLC |
2026 Q1
|
5/12/2026 |
266
|
$970 M
|
| Kuhn & Co Investment Counsel |
2026 Q1
|
5/12/2026 |
142
|
$160 M
|
| First Western Trust Bank |
2026 Q1
|
5/12/2026 |
280
|
$2.0 B
|
| LIBERTY WEALTH MANAGEMENT LLC |
2026 Q1
|
5/12/2026 |
268
|
$800 M
|
| Canada Post Corp Registered Pension Plan |
2026 Q1
|
5/12/2026 |
493
|
$2.5 B
|
| Cornerstone Wealth Partners, LLC |
2026 Q1
|
5/12/2026 |
19
|
$180 M
|
| Americana Partners, LLC |
2026 Q1
|
5/12/2026 |
510
|
$3.9 B
|
| Family Legacy, Inc. |
2026 Q1
|
5/12/2026 |
124
|
$330 M
|
| Index Fund Advisors, Inc. |
2026 Q1
|
5/12/2026 |
127
|
$2.2 B
|
| Birnam Oak Advisors, LP |
2026 Q1
|
5/12/2026 |
51
|
$440 M
|
| Callahan Advisors, LLC |
2026 Q1
|
5/12/2026 |
177
|
$1.2 B
|
| Fidelis Wealth Advisors LLC |
2026 Q1
|
5/12/2026 |
11
|
$69 M
|
| All Terrain Financial Advisors, LLC |
2026 Q1
|
5/12/2026 |
150
|
$430 M
|
| HRC WEALTH MANAGEMENT, LLC |
2026 Q1
|
5/12/2026 |
59
|
$210 M
|
| CBM Financial, LLC |
2026 Q1
|
5/12/2026 |
16
|
$160 M
|
| Legacy Advisory Services, LLC |
2026 Q1
|
5/12/2026 |
49
|
$130 M
|
| STIFEL FINANCIAL CORP |
2026 Q1
|
5/12/2026 |
8,981
|
$110 B
|
| STRATEGY ASSET MANAGERS LLC |
2026 Q1
|
5/12/2026 |
263
|
$610 M
|
| Magnitude Capital, LLC |
2026 Q1
|
5/12/2026 |
1
|
$450 M
|
| Community Bank, N.A. |
2026 Q1
|
5/12/2026 |
698
|
$840 M
|
| AMES NATIONAL CORP |
2026 Q1
|
5/12/2026 |
120
|
$170 M
|
| ARK Investment Management LLC |
2026 Q1
|
5/12/2026 |
182
|
$13 B
|
| RPO LLC |
2026 Q1
|
5/12/2026 |
24
|
$32 M
|
| Olde Wealth Management, LLC |
2026 Q1
|
5/12/2026 |
116
|
$320 M
|
| PIPER SANDLER & CO. |
2026 Q1
|
5/12/2026 |
21
|
$100 M
|
| Providence Financial Advisors, LLC |
2026 Q1
|
5/12/2026 |
59
|
$180 M
|
| Cheviot Value Management, LLC |
2026 Q1
|
5/12/2026 |
426
|
$1.0 B
|
| Pandi, LLC |
2026 Q1
|
5/12/2026 |
4
|
$610 M
|
| Motley Fool Wealth Management, LLC |
2026 Q1
|
5/12/2026 |
124
|
$880 M
|
| SGL Investment Advisors, Inc. |
2026 Q1
|
5/12/2026 |
126
|
$270 M
|
| RESOLUTE CAPITAL, LLC |
2026 Q1
|
5/12/2026 |
64
|
$250 M
|
| Niatross Investments Ltd |
2026 Q1
|
5/12/2026 |
1
|
$200 M
|
| GoodHaven Capital Management, LLC |
2026 Q1
|
5/12/2026 |
26
|
$290 M
|
| WCG Wealth Advisors LLC |
2026 Q1
|
5/12/2026 |
519
|
$3.6 B
|
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC |
2026 Q1
|
5/12/2026 |
243
|
$480 M
|
| Elite Financial, Inc. |
2026 Q1
|
5/12/2026 |
54
|
$220 M
|
| Motley Fool Asset Management LLC |
2026 Q1
|
5/12/2026 |
237
|
$2.3 B
|
| Columbia River Financial Group, LLC |
2026 Q1
|
5/12/2026 |
58
|
$170 M
|
| Trans-Canada Capital Inc. |
2026 Q1
|
5/12/2026 |
6
|
$1.4 B
|
| Vienna Asset Management LLC |
2026 Q1
|
5/12/2026 |
60
|
$130 M
|
| Ameritas Advisory Services, LLC |
2026 Q1
|
5/12/2026 |
1,075
|
$2.6 B
|
| Frist Capital, LLC |
2026 Q1
|
5/12/2026 |
1
|
$0
|
| MONETA GROUP INVESTMENT ADVISORS LLC |
2026 Q1
|
5/12/2026 |
811
|
$13 B
|
| ANCHOR CAPITAL ADVISORS LLC |
2026 Q1
|
5/12/2026 |
251
|
$3.5 B
|
| Cloud Capital Management, LLC |
2026 Q1
|
5/12/2026 |
105
|
$230 M
|
| RHUMBLINE ADVISERS |
2026 Q1
|
5/12/2026 |
4,151
|
$120 B
|
| IPG Investment Advisors LLC |
2026 Q1
|
5/12/2026 |
244
|
$580 M
|
| Angel Oak Capital Advisors, LLC |
2026 Q1
|
5/12/2026 |
33
|
$90 M
|
| TIAA TRUST, NATIONAL ASSOCIATION |
2026 Q1
|
5/12/2026 |
390
|
$1.6 B
|
| PLANWISER FINANCIAL, LLC |
2026 Q1
|
5/12/2026 |
47
|
$140 M
|
| PURA VIDA INVESTMENTS, LLC |
2026 Q1
|
5/12/2026 |
17
|
$15 M
|
| PARADIGM ASSET MANAGEMENT CO LLC |
2026 Q1
|
5/12/2026 |
424
|
$430 M
|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC |
2026 Q1
|
5/12/2026 |
702
|
$26 B
|
| KilterHowling LLC |
2026 Q1
|
5/12/2026 |
49
|
$200 M
|
| TIAA Wealth Investment Management LLC |
2026 Q1
|
5/12/2026 |
864
|
$13 B
|
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA |
2026 Q1
|
5/12/2026 |
84
|
$80 M
|
| Operose Advisors LLC |
2026 Q1
|
5/12/2026 |
593
|
$430 M
|
| Daybright Advisory Services, Inc. |
2026 Q1
|
5/12/2026 |
133
|
$360 M
|
| Bristol Gate Capital Partners Inc. |
2026 Q1
|
5/12/2026 |
31
|
$1.6 B
|
| Altura Wealth Advisors Inc. |
2026 Q1
|
5/12/2026 |
75
|
$230 M
|
| R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC |
2026 Q1
|
5/12/2026 |
38
|
$170 M
|
| HUTCHINSON CAPITAL MANAGEMENT/CA |
2026 Q1
|
5/12/2026 |
97
|
$540 M
|
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. |
2026 Q1
|
5/12/2026 |
51
|
$1.2 B
|
| Waterloo Capital, L.P. |
2026 Q1
|
5/12/2026 |
481
|
$1.4 B
|
| ROYCE & ASSOCIATES LP |
2026 Q1
|
5/12/2026 |
774
|
$10 B
|
| Innovative Asset Advisors Group, LLC |
2026 Q1
|
5/12/2026 |
1,040
|
$170 M
|
| I.G.Y. Ltd |
2026 Q1
|
5/12/2026 |
3
|
$240 M
|
| Orcam Financial Group |
2026 Q1
|
5/12/2026 |
62
|
$140 M
|
| Minerva Advisors LLC |
2026 Q1
|
5/12/2026 |
92
|
$150 M
|
| Stanley Capital Management, LLC |
2026 Q1
|
5/12/2026 |
40
|
$600 M
|
| ARK & TLK INVESTMENTS, LLC |
2026 Q1
|
5/12/2026 |
119
|
$370 M
|
| SFMG, LLC |
2026 Q1
|
5/12/2026 |
333
|
$1.5 B
|
| Orion Investment Co |
2026 Q1
|
5/12/2026 |
69
|
$320 M
|