| Lunate Capital Ltd |
2026 Q1
|
4/16/2026 |
6
|
$120 M
|
| Pine Haven Investment Counsel, Inc |
2026 Q1
|
4/16/2026 |
114
|
$140 M
|
| Bricktown Capital, LLC |
2026 Q1
|
4/16/2026 |
32
|
$510 M
|
| UHLMANN PRICE SECURITIES, LLC |
2026 Q1
|
4/16/2026 |
254
|
$1.5 B
|
| Financial Designs Corp |
2026 Q1
|
4/16/2026 |
40
|
$180 M
|
| ARS Investment Partners, LLC |
2026 Q1
|
4/16/2026 |
182
|
$1.9 B
|
| McClarren Financial Advisors, Inc. |
2026 Q1
|
4/16/2026 |
79
|
$170 M
|
| Lexington Hill Partners, LLC |
2026 Q1
|
4/16/2026 |
78
|
$180 M
|
| Silverberg Bernstein Capital Management LLC |
2026 Q1
|
4/16/2026 |
68
|
$180 M
|
| ORSER CAPITAL MANAGEMENT, LLC |
2026 Q1
|
4/16/2026 |
46
|
$150 M
|
| Connective Portfolio Management, LLC |
2026 Q1
|
4/16/2026 |
25
|
$37 M
|
| FOUNDERS FINANCIAL SECURITIES LLC |
2026 Q1
|
4/16/2026 |
498
|
$1.7 B
|
| Standpoint Asset Management, LLC |
2026 Q1
|
4/16/2026 |
8
|
$410 M
|
| BI Asset Management Fondsmaeglerselskab A/S |
2026 Q1
|
4/16/2026 |
612
|
$9.6 B
|
| State Insurance Fund |
2026 Q1
|
4/16/2026 |
1
|
$220 M
|
| PARK NATIONAL CORP /OH/ |
2026 Q1
|
4/16/2026 |
605
|
$3.3 B
|
| E. Ohman J:or Asset Management AB |
2026 Q1
|
4/16/2026 |
477
|
$3.8 B
|
| Polianta Ltd |
2026 Q1
|
4/16/2026 |
88
|
$750 M
|
| AEGON ASSET MANAGEMENT UK Plc |
2026 Q1
|
4/16/2026 |
162
|
$7.5 B
|
| BlueSky Wealth Advisors, LLC |
2026 Q1
|
4/16/2026 |
115
|
$780 M
|
| TB Alternative Assets Ltd. |
2026 Q1
|
4/16/2026 |
36
|
$480 M
|
| Franchise GP Ltd |
2026 Q1
|
4/15/2026 |
36
|
$270 M
|
| Capital Investment Advisors, LLC |
2026 Q1
|
4/15/2026 |
693
|
$6.2 B
|
| Michael Brady & Co., LLC |
2026 Q1
|
4/15/2026 |
54
|
$100 M
|
| Elser Financial Planning, Inc |
2026 Q1
|
4/15/2026 |
132
|
$2.1 B
|
| FMB WEALTH MANAGEMENT |
2026 Q1
|
4/15/2026 |
98
|
$240 M
|
| BDFS Capital LLC |
2026 Q1
|
4/15/2026 |
137
|
$210 M
|
| QTR Family Wealth, LLC |
2026 Q1
|
4/15/2026 |
287
|
$240 M
|
| Occidental Asset Management, LLC |
2026 Q1
|
4/15/2026 |
284
|
$840 M
|
| Howard Capital Management Group, LLC |
2026 Q1
|
4/15/2026 |
144
|
$1.5 B
|
| Hartford Financial Management Inc. |
2026 Q1
|
4/15/2026 |
344
|
$390 M
|
| Fortitude Family Office, LLC |
2026 Q1
|
4/15/2026 |
1,890
|
$450 M
|
| GREENBERG FINANCIAL GROUP |
2025 Q1
|
4/15/2026 |
118
|
$240 M
|
| Roan Capital Partners |
2026 Q1
|
4/15/2026 |
77
|
$110 M
|
| PW Nova Financial Services LLC |
2026 Q1
|
4/15/2026 |
193
|
$400 M
|
| Monument Capital Management |
2026 Q1
|
4/15/2026 |
217
|
$400 M
|
| Gradient Capital Advisors, LLC |
2026 Q1
|
4/15/2026 |
177
|
$390 M
|
| RIVERSEDGE ADVISORS, LLC |
2026 Q1
|
4/15/2026 |
216
|
$620 M
|
| Midwest Heritage Bank, FSB |
2026 Q1
|
4/15/2026 |
51
|
$310 M
|
| Cannae Holdings, Inc. |
2026 Q1
|
4/15/2026 |
2
|
$25 M
|
| Marathon Strategic Advisors, LLC |
2026 Q1
|
4/15/2026 |
52
|
$140 M
|
| Pullen Investment Management, LLC |
2026 Q1
|
4/15/2026 |
98
|
$200 M
|
| Aventus Investment Advisors, Inc. |
2026 Q1
|
4/15/2026 |
148
|
$120 M
|
| Cohen Klingenstein LLC |
2026 Q1
|
4/15/2026 |
205
|
$3.1 B
|
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV |
2026 Q1
|
4/15/2026 |
773
|
$1.9 B
|
| PHYSICIANS FINANCIAL SERVICES, INC. |
2026 Q1
|
4/15/2026 |
104
|
$370 M
|
| Brady Martz Wealth Solutions, LLC |
2026 Q1
|
4/15/2026 |
195
|
$590 M
|
| WEATHERLY ASSET MANAGEMENT L. P. |
2026 Q1
|
4/15/2026 |
186
|
$1.2 B
|
| Asset Allocation & Management Company, LLC |
2026 Q1
|
4/15/2026 |
94
|
$270 M
|
| KRS Capital Management, LLC |
2026 Q1
|
4/15/2026 |
115
|
$160 M
|
| WESPAC Advisors SoCal, LLC |
2026 Q1
|
4/15/2026 |
119
|
$470 M
|
| Aspen Investment Management Inc |
2026 Q1
|
4/15/2026 |
171
|
$330 M
|
| PEREGRINE INVESTMENT MANAGEMENT INC |
2026 Q1
|
4/15/2026 |
20
|
$130 M
|
| Cisco Systems, Inc. |
2026 Q1
|
4/15/2026 |
3
|
$320 M
|
| Rainwater Charitable Foundation |
2026 Q1
|
4/15/2026 |
4
|
$190 M
|
| DAILY JOURNAL CORP |
2026 Q1
|
4/15/2026 |
4
|
$240 M
|
| CITY HOLDING CO |
2026 Q1
|
4/15/2026 |
609
|
$800 M
|
| Raub Brock Capital Management LP |
2026 Q1
|
4/15/2026 |
43
|
$390 M
|
| Perkins Coie Trust Co |
2026 Q1
|
4/15/2026 |
257
|
$520 M
|
| Purus Wealth Management, LLC |
2026 Q1
|
4/15/2026 |
157
|
$310 M
|
| FNY Investment Advisers, LLC |
2026 Q1
|
4/15/2026 |
840
|
$230 M
|
| Financial Management Professionals, Inc. |
2026 Q1
|
4/15/2026 |
963
|
$890 M
|
| Merit Financial Group, LLC |
2026 Q1
|
4/15/2026 |
7,348
|
$13 B
|
| Ridgeline Wealth, LLC |
2026 Q1
|
4/15/2026 |
52
|
$140 M
|
| Roberts Financial Services LLC |
2026 Q1
|
4/15/2026 |
31
|
$310 M
|
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV |
2026 Q1
|
4/15/2026 |
99
|
$440 M
|
| Archford Capital Strategies, LLC |
2026 Q1
|
4/15/2026 |
341
|
$870 M
|
| NIGHTVIEW CAPITAL, LLC |
2026 Q1
|
4/15/2026 |
15
|
$130 M
|
| Independence Financial Advisors, LLC |
2026 Q1
|
4/15/2026 |
51
|
$330 M
|
| REGATTA CAPITAL GROUP, LLC |
2026 Q1
|
4/15/2026 |
215
|
$660 M
|
| Retirement Investment Advisors, Inc. |
2026 Q1
|
4/15/2026 |
67
|
$1.2 B
|
| Hutchens & Kramer Investment Management Group, LLC |
2026 Q1
|
4/15/2026 |
149
|
$320 M
|
| Curbstone Financial Management Corp |
2026 Q1
|
4/15/2026 |
202
|
$520 M
|
| Rempart Asset Management Inc. |
2026 Q1
|
4/15/2026 |
36
|
$480 M
|
| Myriad Asset Management US LP |
2026 Q1
|
4/15/2026 |
46
|
$67 M
|
| Asio Capital, LLC |
2026 Q1
|
4/15/2026 |
110
|
$710 M
|
| marrick wealth, LLC |
2026 Q1
|
4/15/2026 |
52
|
$120 M
|
| AMI INVESTMENT MANAGEMENT INC |
2026 Q1
|
4/15/2026 |
77
|
$440 M
|
| Fjell Capital, LLC |
2026 Q1
|
4/15/2026 |
68
|
$130 M
|
| HENGEHOLD CAPITAL MANAGEMENT LLC |
2026 Q1
|
4/15/2026 |
213
|
$1.1 B
|
| York GP, Ltd. |
2026 Q1
|
4/15/2026 |
2
|
$130 M
|
| Tenzing Financial LLC |
2026 Q1
|
4/15/2026 |
70
|
$130 M
|
| Oak Asset Management, LLC |
2026 Q1
|
4/15/2026 |
108
|
$290 M
|
| Guardian Financial Partners, LLC |
2026 Q1
|
4/15/2026 |
67
|
$240 M
|
| Retireful, LLC |
2026 Q1
|
4/15/2026 |
84
|
$71 M
|
| Mainsail Financial Group, LLC |
2026 Q1
|
4/15/2026 |
62
|
$240 M
|
| Buttonwood Financial Group, LLC |
2026 Q1
|
4/15/2026 |
30
|
$160 M
|
| Sightline Wealth Advisors, LLC |
2026 Q1
|
4/15/2026 |
91
|
$240 M
|
| Cypress Wealth Services, LLC |
2026 Q1
|
4/15/2026 |
397
|
$710 M
|
| WEBSTERROGERS FINANCIAL ADVISORS, LLC |
2026 Q1
|
4/15/2026 |
95
|
$350 M
|
| Curran Financial Partners, LLC |
2026 Q1
|
4/15/2026 |
127
|
$560 M
|
| ARS Wealth Advisors Group, LLC |
2026 Q1
|
4/15/2026 |
201
|
$1.2 B
|
| ATWOOD & PALMER INC |
2026 Q1
|
4/15/2026 |
531
|
$1.8 B
|
| Fluent Financial, LLC |
2026 Q1
|
4/15/2026 |
43
|
$270 M
|
| Arlington Financial Advisors, LLC |
2026 Q1
|
4/15/2026 |
95
|
$700 M
|
| FFG RETIREMENT ADVISORS LLC |
2026 Q1
|
4/15/2026 |
43
|
$170 M
|
| Nepsis Inc. |
2026 Q1
|
4/15/2026 |
29
|
$300 M
|
| McAlvany Wealth Management LLC |
2026 Q1
|
4/15/2026 |
42
|
$150 M
|
| Stanich Group LLC |
2026 Q1
|
4/15/2026 |
47
|
$130 M
|
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC |
2026 Q1
|
4/15/2026 |
35
|
$170 M
|