| REVOLUTION GROWTH MANAGEMENT COMPANY, INC. |
2026 Q1
|
5/11/2026 |
1
|
$0
|
| Elevation Wealth Management LLC |
2026 Q1
|
5/11/2026 |
263
|
$110 M
|
| RiverFront Investment Group, LLC |
2026 Q1
|
5/11/2026 |
384
|
$6.5 B
|
| American Beacon Advisors, Inc. |
2026 Q1
|
5/11/2026 |
1
|
$5.1 M
|
| TRAVELERS COMPANIES, INC. |
2026 Q1
|
5/11/2026 |
1
|
$130 M
|
| China-UAE Investment Cooperation Fund, L.P. |
2026 Q1
|
5/11/2026 |
1
|
$63 M
|
| Marest Capital, LLC |
2026 Q1
|
5/11/2026 |
29
|
$170 M
|
| KILNER CAPITAL ADVISORS, LLC |
2026 Q1
|
5/11/2026 |
18
|
$100 M
|
| Optimist Retirement Group LLC |
2026 Q1
|
5/11/2026 |
113
|
$230 M
|
| Westwood Wealth Management |
2026 Q1
|
5/11/2026 |
42
|
$250 M
|
| Windle Wealth, LLC |
2026 Q1
|
5/11/2026 |
32
|
$240 M
|
| Hedeker Wealth, LLC |
2026 Q1
|
5/11/2026 |
87
|
$470 M
|
| Ironsides Asset Advisors, LLC |
2026 Q1
|
5/11/2026 |
80
|
$400 M
|
| PRIMECAP MANAGEMENT CO/CA/ |
2026 Q1
|
5/11/2026 |
320
|
$130 B
|
| WESTFIELD CAPITAL MANAGEMENT CO LP |
2026 Q1
|
5/11/2026 |
250
|
$24 B
|
| GREAT VALLEY ADVISOR GROUP, INC. |
2026 Q1
|
5/11/2026 |
999
|
$5.5 B
|
| CADINHA & CO LLC |
2026 Q1
|
5/11/2026 |
103
|
$540 M
|
| Pathstone Holdings, LLC |
2026 Q1
|
5/11/2026 |
4,659
|
$25 B
|
| BROGAN FINANCIAL, INC. |
2026 Q1
|
5/11/2026 |
56
|
$230 M
|
| Beacon Capital Management, LLC |
2026 Q1
|
5/11/2026 |
166
|
$570 M
|
| Krane Funds Advisors LLC |
2026 Q1
|
5/11/2026 |
173
|
$2.4 B
|
| Fairway Financial, LLC |
2026 Q1
|
5/11/2026 |
23
|
$130 M
|
| HOWARD WEALTH MANAGEMENT, LLC |
2026 Q1
|
5/11/2026 |
142
|
$240 M
|
| REAP Financial Group, LLC |
2026 Q1
|
5/11/2026 |
533
|
$510 M
|
| Lummis Asset Management, LP |
2026 Q1
|
5/11/2026 |
194
|
$170 M
|
| CASTLEKEEP INVESTMENT ADVISORS LLC |
2026 Q1
|
5/11/2026 |
66
|
$180 M
|
| Bannerstone Capital Management, LLC |
2026 Q1
|
5/11/2026 |
97
|
$110 M
|
| GRANVILLE CAPITAL, INC. |
2026 Q1
|
5/11/2026 |
86
|
$190 M
|
| Sidoxia Capital Management, LLC |
2026 Q1
|
5/11/2026 |
83
|
$120 M
|
| Biltmore Family Office, LLC |
2026 Q1
|
5/11/2026 |
325
|
$720 M
|
| Elevated Financial Group LLC |
2026 Q1
|
5/11/2026 |
134
|
$310 M
|
| RAHLFS CAPITAL, LLC |
2026 Q1
|
5/11/2026 |
86
|
$140 M
|
| Ewing Morris & Co. Investment Partners Ltd. |
2026 Q1
|
5/11/2026 |
86
|
$220 M
|
| Linscomb Wealth, Inc. |
2026 Q1
|
5/11/2026 |
337
|
$2.2 B
|
| WFA of San Diego, LLC |
2026 Q1
|
5/11/2026 |
404
|
$120 M
|
| ENDEAVOUR CAPITAL ADVISORS INC |
2026 Q1
|
5/11/2026 |
42
|
$440 M
|
| Sage Mountain Advisors LLC |
2026 Q1
|
5/11/2026 |
281
|
$1.4 B
|
| Wealth Management Strategies, Inc. |
2026 Q1
|
5/11/2026 |
40
|
$220 M
|
| Wellesley Asset Management |
2026 Q1
|
5/11/2026 |
54
|
$950 M
|
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd |
2026 Q1
|
5/11/2026 |
290
|
$1.3 B
|
| Alamea Verwaltungs GmbH |
2026 Q1
|
5/11/2026 |
87
|
$130 M
|
| Running Oak Capital LLC |
2026 Q1
|
5/11/2026 |
108
|
$740 M
|
| Kondo Wealth Advisors, Inc. |
2026 Q1
|
5/11/2026 |
69
|
$270 M
|
| SCHULHOFF & CO INC |
2026 Q1
|
5/11/2026 |
133
|
$240 M
|
| GLOBE LIFE INC. |
2026 Q1
|
5/11/2026 |
2
|
$380 M
|
| Oakmont Advisory Group, LLC |
2025 Q4
|
5/11/2026 |
116
|
$94 M
|
| Employees' Retirement Fund of the City of Fort Worth |
2026 Q1
|
5/11/2026 |
21
|
$230 M
|
| SCS Capital Management LLC |
2026 Q1
|
5/11/2026 |
468
|
$9.4 B
|
| Portland Global Advisors LLC |
2026 Q1
|
5/11/2026 |
146
|
$940 M
|
| Smith Partners Wealth Management, LLC |
2026 Q1
|
5/11/2026 |
76
|
$110 M
|
| DCF Advisers, LLC |
2026 Q1
|
5/11/2026 |
86
|
$380 M
|
| Madden Advisory Services, Inc. |
2026 Q1
|
5/11/2026 |
108
|
$250 M
|
| Heritage Wealth Management, Inc. /CA/ |
2026 Q1
|
5/11/2026 |
96
|
$180 M
|
| Glendon Capital Management LP |
2026 Q1
|
5/11/2026 |
25
|
$810 M
|
| COMMERCE BANK |
2026 Q1
|
5/11/2026 |
2,449
|
$21 B
|
| High Note Wealth, LLC |
2026 Q1
|
5/11/2026 |
938
|
$510 M
|
| ATLAS CAPITAL ADVISORS INC. |
2026 Q1
|
5/11/2026 |
1,066
|
$870 M
|
| MSRH, LLC |
2026 Q1
|
5/11/2026 |
29
|
$110 M
|
| NKCFO LLC |
2026 Q1
|
5/11/2026 |
106
|
$340 M
|
| Rock Creek Group LLC |
2026 Q1
|
5/11/2026 |
61
|
$990 M
|
| AMERICAN ASSETS INC |
2026 Q1
|
5/11/2026 |
31
|
$300 M
|
| Catawba River Capital |
2026 Q1
|
5/11/2026 |
24
|
$210 M
|
| Foyston, Gordon & Payne Inc |
2026 Q1 - RESTATEMENT
|
5/11/2026 |
67
|
$430 M
|
| POTENTIA WEALTH |
2026 Q1
|
5/11/2026 |
89
|
$260 M
|
| Commonwealth Retirement Investments LLC |
2026 Q1
|
5/11/2026 |
122
|
$320 M
|
| SUMMITRY LLC |
2026 Q1
|
5/11/2026 |
266
|
$2.3 B
|
| American Assets Investment Management, LLC |
2026 Q1
|
5/11/2026 |
146
|
$1.5 B
|
| Strengthening Families & Communities, LLC |
2026 Q1
|
5/11/2026 |
589
|
$400 M
|
| Jordan Park Group LLC |
2026 Q1
|
5/11/2026 |
69
|
$1.9 B
|
| Foyston, Gordon & Payne Inc |
2026 Q1
|
5/11/2026 |
67
|
$430 M
|
| Garton & Associates Financial Advisors LLC |
2026 Q1
|
5/11/2026 |
149
|
$120 M
|
| WADDELL & ASSOCIATES, LLC |
2026 Q1
|
5/11/2026 |
451
|
$1.8 B
|
| Integrity Advisory Solutions, LLC |
2026 Q1
|
5/11/2026 |
293
|
$760 M
|
| Stonebrook Private Inc. |
2026 Q1
|
5/11/2026 |
225
|
$470 M
|
| INTEGRITY ALLIANCE, LLC. |
2026 Q1
|
5/11/2026 |
756
|
$2.6 B
|
| A4 Wealth Advisors LLC |
2026 Q1
|
5/11/2026 |
103
|
$120 M
|
| Empower Annuity Insurance Co |
2026 Q1
|
5/11/2026 |
1
|
$270 M
|
| National Wealth Management Group, LLC |
2026 Q1
|
5/11/2026 |
215
|
$270 M
|
| Ducere Wealth Management LLC |
2026 Q1
|
5/11/2026 |
126
|
$250 M
|
| DELTA ASSET MANAGEMENT LLC/TN |
2026 Q1
|
5/11/2026 |
597
|
$1.1 B
|
| Georgetown University |
2026 Q1
|
5/11/2026 |
11
|
$220 M
|
| WBI INVESTMENTS, LLC |
2026 Q1
|
5/11/2026 |
404
|
$360 M
|
| NatWest Group plc |
2026 Q1
|
5/11/2026 |
83
|
$460 M
|
| TRILLIUM ASSET MANAGEMENT, LLC |
2026 Q1
|
5/11/2026 |
230
|
$3.0 B
|
| Glaxis Capital Management, LLC |
2026 Q1
|
5/11/2026 |
41
|
$80 M
|
| Oxford Wealth Group, LLC |
2026 Q1
|
5/11/2026 |
88
|
$180 M
|
| Bell & Brown Wealth Advisors, LLC |
2026 Q1
|
5/11/2026 |
68
|
$310 M
|
| McCartney Wealth Management LLC |
2026 Q1
|
5/11/2026 |
65
|
$120 M
|
| Strategic Family Wealth Counselors, L.L.C. |
2026 Q1
|
5/11/2026 |
163
|
$380 M
|
| MAKENA CAPITAL MANAGEMENT LLC |
2026 Q1
|
5/11/2026 |
27
|
$870 M
|
| Strategic Wealth Investment Group, LLC |
2026 Q1
|
5/11/2026 |
94
|
$790 M
|
| MCF Advisors LLC |
2026 Q1
|
5/11/2026 |
1,341
|
$2.3 B
|
| Eddie Patel Inc |
2026 Q1
|
5/11/2026 |
95
|
$130 M
|
| Arnhold LLC |
2026 Q1
|
5/11/2026 |
118
|
$1.4 B
|
| O'Neil Global Advisors, Inc. |
2026 Q1
|
5/11/2026 |
12
|
$14 M
|
| MainStreet Investment Advisors LLC |
2026 Q1
|
5/11/2026 |
158
|
$660 M
|
| Carbahal Olsen Financial Services Group, LLC |
2026 Q1
|
5/11/2026 |
37
|
$130 M
|
| ELEVATE WEALTH ADVISORY, INC |
2026 Q1
|
5/11/2026 |
125
|
$160 M
|
| Momentous Wealth Management, Inc. |
2026 Q1
|
5/11/2026 |
41
|
$180 M
|
| Blueprint Financial Advisors LLC |
2026 Q1
|
5/11/2026 |
100
|
$670 M
|