| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA |
2026 Q2
|
8/10/2026 |
76
|
$91 M
|
| TIAA TRUST, NATIONAL ASSOCIATION |
2026 Q2
|
8/10/2026 |
347
|
$1.7 B
|
| Spurstone Advisory Services, LLC |
2026 Q2
|
8/10/2026 |
99
|
$7.3 M
|
| TIAA Wealth Investment Management LLC |
2026 Q2
|
8/10/2026 |
998
|
$15 B
|
| Windmill Hill Asset Management Ltd |
2026 Q2
|
8/10/2026 |
21
|
$450 M
|
| Vision Capital Management, Inc. |
2026 Q2
|
8/10/2026 |
176
|
$880 M
|
| SENTRY INVESTMENT MANAGEMENT LLC |
2026 Q2
|
8/10/2026 |
1
|
$170 M
|
| Sustainable Growth Advisers, LP |
2026 Q2
|
8/10/2026 |
87
|
$10 B
|
| WAFRA INC. |
2026 Q2
|
8/10/2026 |
1
|
$5.9 M
|
| IMA Advisory Services, Inc. |
2026 Q2
|
8/10/2026 |
1,393
|
$1.6 B
|
| Migdal Insurance & Financial Holdings Ltd. |
2026 Q2
|
8/10/2026 |
364
|
$16 B
|
| MAKENA CAPITAL MANAGEMENT LLC |
2026 Q2
|
8/10/2026 |
26
|
$950 M
|
| Basepoint Wealth LLC |
2026 Q2
|
8/10/2026 |
632
|
$170 M
|
| VESTIA PERSONAL WEALTH ADVISORS |
2026 Q2
|
8/10/2026 |
112
|
$260 M
|
| SHENKMAN CAPITAL MANAGEMENT INC |
2026 Q2
|
8/10/2026 |
80
|
$720 M
|
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC |
2026 Q2
|
8/10/2026 |
124
|
$210 M
|
| MIC Capital Management UK LLP |
2026 Q2
|
8/10/2026 |
16
|
$390 M
|
| Eldridge Investment Advisors, Inc. |
2026 Q2
|
8/10/2026 |
163
|
$500 M
|
| AFBI LP |
2026 Q2
|
8/10/2026 |
1
|
$210 M
|
| SageView Advisory Group, LLC |
2026 Q2
|
8/10/2026 |
615
|
$3.1 B
|
| LEVEL FOUR ADVISORY SERVICES, LLC |
2026 Q2
|
8/10/2026 |
935
|
$3.5 B
|
| RS CRUM INC. |
2026 Q2
|
8/10/2026 |
103
|
$530 M
|
| OUTFITTERS FINANCIAL LLC |
2026 Q2
|
8/10/2026 |
80
|
$140 M
|
| Destiny Capital Corp/CO |
2026 Q2
|
8/10/2026 |
58
|
$220 M
|
| HOWE & RUSLING INC |
2026 Q2
|
8/10/2026 |
531
|
$1.7 B
|
| RITHOLTZ WEALTH MANAGEMENT |
2026 Q2
|
8/10/2026 |
1,313
|
$6.7 B
|
| Everest Financial Group LLC |
2026 Q2
|
8/10/2026 |
208
|
$740 M
|
| Tudor Financial Inc. |
2026 Q2 - RESTATEMENT
|
8/10/2026 |
152
|
$220 M
|
| Pitcairn Wealth Advisors LLC |
2026 Q2
|
8/10/2026 |
281
|
$910 M
|
| Bull Harbor Capital LLC |
2026 Q2
|
8/10/2026 |
554
|
$510 M
|
| Proactive Wealth Strategies LLC |
2026 Q2
|
8/10/2026 |
222
|
$620 M
|
| LONE PEAK GLOBAL INVESTORS LLC |
2026 Q2
|
8/10/2026 |
43
|
$730 M
|
| First Command Advisory Services, Inc. |
2026 Q2
|
8/10/2026 |
1,437
|
$17 B
|
| Landmark Wealth Management, LLC |
2026 Q2
|
8/10/2026 |
151
|
$420 M
|
| Houlihan Financial Resource Group, Ltd. |
2026 Q2
|
8/10/2026 |
113
|
$280 M
|
| BCV Asset Management Inc. |
2026 Q2
|
8/10/2026 |
116
|
$3.3 B
|
| Wharton Business Group, LLC |
2026 Q2
|
8/10/2026 |
142
|
$3.0 B
|
| SageView Advisory Group, LLC |
2026 Q1
|
8/10/2026 |
586
|
$2.7 B
|
| Westshore Wealth, LLC |
2026 Q2
|
8/10/2026 |
107
|
$320 M
|
| Heritage Wealth Management, Inc./Texas |
2026 Q2
|
8/10/2026 |
44
|
$260 M
|
| TFO Wealth Partners, LLC |
2026 Q2
|
8/10/2026 |
65
|
$920 M
|
| GREAT VALLEY ADVISOR GROUP, INC. |
2026 Q2
|
8/10/2026 |
1,055
|
$6.3 B
|
| Ativo Capital Management LLC |
2026 Q2
|
8/10/2026 |
56
|
$130 M
|
| Moors & Cabot, Inc. |
2026 Q2
|
8/10/2026 |
961
|
$2.6 B
|
| XPONANCE LLC |
2026 Q2
|
8/10/2026 |
1,841
|
$16 B
|
| EagleClaw Capital Managment, LLC |
2026 Q2
|
8/10/2026 |
145
|
$750 M
|
| CBM Financial, LLC |
2026 Q2
|
8/10/2026 |
16
|
$170 M
|
| Savant Capital, LLC |
2026 Q2
|
8/10/2026 |
1,838
|
$34 B
|
| Schrum Private Wealth Management LLC |
2026 Q2
|
8/10/2026 |
109
|
$97 M
|
| Tidemark, LLC |
2026 Q2
|
8/10/2026 |
935
|
$440 M
|
| Francis Financial, Inc. |
2026 Q2
|
8/10/2026 |
250
|
$610 M
|
| Financial Harvest, LLC |
2026 Q2
|
8/10/2026 |
67
|
$240 M
|
| Worth Venture Partners, LLC |
2026 Q2
|
8/10/2026 |
64
|
$44 M
|
| NATIONAL BANK OF CANADA /FI/ |
2026 Q2
|
8/10/2026 |
5,772
|
$140 B
|
| Jackson Creek Investment Advisors LLC |
2026 Q2
|
8/10/2026 |
312
|
$300 M
|
| Axecap Investments, LLC |
2026 Q2
|
8/10/2026 |
73
|
$180 M
|
| Gen-Wealth Partners Inc |
2026 Q2
|
8/10/2026 |
722
|
$360 M
|
| Christian Investment Advisors, Inc. |
2026 Q2
|
8/10/2026 |
14
|
$170 M
|
| TriCert Investment Counsel Inc. |
2026 Q2
|
8/10/2026 |
88
|
$1.1 B
|
| Crestwood Capital Management, L.P. |
2026 Q2
|
8/10/2026 |
16
|
$150 M
|
| Benson Wealth Management INC |
2026 Q2
|
8/10/2026 |
367
|
$99 M
|
| Richard W. Paul & Associates, LLC |
2026 Q2
|
8/10/2026 |
320
|
$330 M
|
| Ullmann Wealth Partners Group, LLC |
2026 Q2
|
8/10/2026 |
174
|
$1.1 B
|
| Peloton Wealth Strategists |
2026 Q2
|
8/10/2026 |
91
|
$270 M
|
| Tennessee Valley Asset Management Partners |
2026 Q2
|
8/10/2026 |
207
|
$910 M
|
| Peak Retirement Planning, Inc. |
2026 Q2
|
8/10/2026 |
194
|
$630 M
|
| New York Life Investment Management LLC |
2026 Q2
|
8/10/2026 |
788
|
$14 B
|
| DOHENY ASSET MANAGEMENT /CA |
2026 Q2
|
8/10/2026 |
61
|
$170 M
|
| PRING TURNER CAPITAL GROUP INC |
2026 Q2
|
8/10/2026 |
73
|
$170 M
|
| Peregrine Asset Advisers, Inc. |
2026 Q2
|
8/10/2026 |
218
|
$460 M
|
| O'Neil Global Advisors, Inc. |
2026 Q2
|
8/10/2026 |
62
|
$450 M
|
| LATHROP INVESTMENT MANAGEMENT CO |
2026 Q2
|
8/10/2026 |
89
|
$570 M
|
| GLENMEDE TRUST CO NA |
2026 Q2
|
8/10/2026 |
2,803
|
$23 B
|
| Adams Wealth Management |
2026 Q2
|
8/10/2026 |
147
|
$520 M
|
| Optimist Retirement Group LLC |
2026 Q2
|
8/10/2026 |
118
|
$260 M
|
| Forvis Mazars Wealth Advisors, LLC |
2026 Q2
|
8/10/2026 |
433
|
$6.0 B
|
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC |
2026 Q2
|
8/10/2026 |
131
|
$2.1 B
|
| WESPAC Advisors, LLC |
2026 Q2
|
8/10/2026 |
200
|
$210 M
|
| Mezzasalma Advisors, LLC |
2026 Q2
|
8/10/2026 |
171
|
$500 M
|
| Advisory Advocates, LLC |
2026 Q2
|
8/10/2026 |
188
|
$120 M
|
| HUTCHINSON CAPITAL MANAGEMENT/CA |
2026 Q2
|
8/10/2026 |
108
|
$580 M
|
| Shoker Investment Counsel, Inc. |
2026 Q2
|
8/10/2026 |
113
|
$400 M
|
| Ballast Rock Private Wealth LLC |
2026 Q2
|
8/10/2026 |
192
|
$220 M
|
| Machina Capital S.A.S. |
2026 Q2
|
8/10/2026 |
368
|
$630 M
|
| FLORIDA FINANCIAL ADVISORS, LLC |
2026 Q2
|
8/10/2026 |
362
|
$590 M
|
| Spark Investment Management LLC |
2026 Q2
|
8/10/2026 |
72
|
$51 M
|
| VCU Investment Management Co |
2026 Q2
|
8/10/2026 |
2
|
$77 M
|
| HOWARD BAILEY SECURITIES, LLC |
2026 Q2
|
8/10/2026 |
121
|
$270 M
|
| WealthCare Investment Partners, LLC |
2026 Q2
|
8/10/2026 |
206
|
$410 M
|
| TRED AVON FAMILY WEALTH, LLC |
2026 Q2
|
8/10/2026 |
262
|
$330 M
|
| Centennial Bank/AR/ |
2026 Q2
|
8/10/2026 |
341
|
$310 M
|
| WOLVERINE ASSET MANAGEMENT LLC |
2026 Q2
|
8/10/2026 |
1,668
|
$11 B
|
| Veridan Wealth LLC |
2026 Q2
|
8/10/2026 |
86
|
$290 M
|
| Cosner Financial Group, LLC |
2026 Q2
|
8/10/2026 |
37
|
$190 M
|
| PIAR LLC |
2026 Q2
|
8/10/2026 |
92
|
$170 M
|
| Roubaix Capital, LLC |
2026 Q2
|
8/10/2026 |
50
|
$280 M
|
| McCarthy Asset Management, Inc. |
2026 Q2
|
8/10/2026 |
29
|
$210 M
|
| LIBERTY SQUARE WEALTH PARTNERS LLC |
2026 Q2
|
8/10/2026 |
140
|
$420 M
|
| Magma Venture Partners General Partner Ltd. |
2026 Q2
|
8/10/2026 |
2
|
$43 M
|
| Timber Creek Capital Management LLC |
2026 Q2
|
8/10/2026 |
80
|
$490 M
|