| Donoghue Forlines LLC |
2026 Q2
|
8/7/2026 |
114
|
$390 M
|
| BML Capital Management, LLC |
2026 Q2
|
8/7/2026 |
18
|
$180 M
|
| TENET WEALTH PARTNERS, LLC |
2026 Q2
|
8/7/2026 |
101
|
$130 M
|
| Axos Invest Inc. |
2026 Q2
|
8/7/2026 |
20
|
$140 M
|
| ENDEAVOUR CAPITAL ADVISORS INC |
2026 Q2
|
8/7/2026 |
40
|
$490 M
|
| Luminist Capital LLC |
2026 Q2
|
8/7/2026 |
646
|
$89 M
|
| Paladin Partners, LLC |
2026 Q2
|
8/7/2026 |
214
|
$150 M
|
| Belfer Management LLC |
2026 Q2
|
8/7/2026 |
16
|
$6.0 M
|
| Reliant Wealth Planning |
2026 Q2
|
8/7/2026 |
54
|
$360 M
|
| W.H. Cornerstone Investments Inc. |
2026 Q2
|
8/7/2026 |
141
|
$180 M
|
| SG Capital Management LLC |
2026 Q2
|
8/7/2026 |
80
|
$1.2 B
|
| MW ADVISORY, LLC |
2026 Q2
|
8/7/2026 |
139
|
$250 M
|
| Redwood Financial Network Corp |
2026 Q2
|
8/7/2026 |
192
|
$180 M
|
| PERSONAL CFO SOLUTIONS, LLC |
2026 Q2
|
8/7/2026 |
529
|
$690 M
|
| Guardian Capital, LLC |
2026 Q2
|
8/7/2026 |
79
|
$120 M
|
| Unison Asset Management LLC |
2026 Q2
|
8/7/2026 |
32
|
$250 M
|
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC |
2026 Q2
|
8/7/2026 |
49
|
$820 M
|
| SCP Investment, LP |
2026 Q2
|
8/7/2026 |
47
|
$110 M
|
| GAINLINE FINANCIAL PARTNERS, LLC |
2026 Q2
|
8/7/2026 |
56
|
$110 M
|
| BloombergSen Inc. |
2026 Q2
|
8/7/2026 |
31
|
$1.3 B
|
| Granite Investment Partners, LLC |
2026 Q2
|
8/7/2026 |
277
|
$2.0 B
|
| Versor Investments LP |
2026 Q2
|
8/7/2026 |
27
|
$48 M
|
| GPM Growth Investors, Inc. |
2026 Q2
|
8/7/2026 |
43
|
$240 M
|
| Edgemoor Investment Advisors, Inc. |
2026 Q2
|
8/7/2026 |
188
|
$1.5 B
|
| Shah Wealth Advisors, LLC |
2026 Q2
|
8/7/2026 |
79
|
$430 M
|
| Beacon Harbor Wealth Advisors, Inc. |
2026 Q2
|
8/7/2026 |
71
|
$510 M
|
| Dale Q Rice Investment Management Ltd |
2026 Q2
|
8/7/2026 |
68
|
$180 M
|
| STATE STREET CORP |
2026 Q2
|
8/7/2026 |
4,177
|
$3.4 T
|
| Inlet Private Wealth, LLC |
2026 Q2
|
8/7/2026 |
133
|
$410 M
|
| NOVARE CAPITAL MANAGEMENT LLC |
2026 Q2
|
8/7/2026 |
210
|
$1.4 B
|
| Naviter Wealth, LLC |
2026 Q2
|
8/7/2026 |
305
|
$1.1 B
|
| SILVER OAK SECURITIES, INCORPORATED |
2026 Q2
|
8/7/2026 |
830
|
$1.6 B
|
| BP PLC |
2026 Q2
|
8/7/2026 |
2
|
$16 M
|
| MY Wealth Management Inc. |
2026 Q2
|
8/7/2026 |
46
|
$140 M
|
| MUIRFIELD WEALTH ADVISORS LLC |
2026 Q2
|
8/7/2026 |
87
|
$150 M
|
| CROSBY Co OF NEW HAMPSHIRE LLC |
2026 Q2
|
8/7/2026 |
1
|
$0
|
| Ciovacco Capital Management LLC |
2026 Q2
|
8/7/2026 |
35
|
$220 M
|
| Beaton Management Co. Inc. |
2026 Q2
|
8/7/2026 |
157
|
$250 M
|
| Monte Financial Group, LLC |
2026 Q2
|
8/7/2026 |
102
|
$310 M
|
| Ethos Financial Group, LLC |
2026 Q2
|
8/7/2026 |
648
|
$1.5 B
|
| FengHe Fund Management Pte. Ltd. |
2026 Q2
|
8/7/2026 |
18
|
$1.1 B
|
| Meadowbrook Advisors Group, LLC |
2026 Q2
|
8/7/2026 |
169
|
$190 M
|
| Pinnacle Wealth Planning Services, Inc. |
2026 Q2
|
8/7/2026 |
2,749
|
$1.0 B
|
| Corundum Group, Inc. |
2026 Q2
|
8/7/2026 |
112
|
$340 M
|
| MAYPORT, LLC |
2026 Q2
|
8/7/2026 |
134
|
$640 M
|
| Coyle Financial Counsel LLC |
2026 Q2
|
8/7/2026 |
126
|
$550 M
|
| May Hill Capital, LLC |
2026 Q2
|
8/7/2026 |
256
|
$480 M
|
| Nordwand Advisors, LLC |
2026 Q2
|
8/7/2026 |
146
|
$650 M
|
| MASTER'S WEALTH MANAGEMENT INC. |
2026 Q2
|
8/7/2026 |
91
|
$330 M
|
| DUMONT & BLAKE INVESTMENT ADVISORS LLC |
2026 Q2
|
8/7/2026 |
204
|
$450 M
|
| Phil A. Younker & Associates, Ltd. |
2026 Q2
|
8/7/2026 |
29
|
$150 M
|
| Destiny Wealth Partners, LLC |
2026 Q2
|
8/7/2026 |
186
|
$710 M
|
| Marble Wealth, LLC |
2026 Q2
|
8/7/2026 |
234
|
$650 M
|
| Macco Financial Group, Inc. |
2026 Q2
|
8/7/2026 |
22
|
$150 M
|
| WINTON GROUP Ltd |
2026 Q2
|
8/7/2026 |
1,137
|
$3.1 B
|
| Long Island Wealth Management, Inc. |
2026 Q2
|
8/7/2026 |
95
|
$240 M
|
| LYNX CAPITAL GROUP LTD /ADV |
2023 Q4
|
8/7/2026 |
81
|
$140 M
|
| Indie Asset Partners, LLC |
2026 Q2
|
8/7/2026 |
86
|
$100 M
|
| LITTLE HOUSE CAPITAL LLC |
2026 Q2
|
8/7/2026 |
113
|
$450 M
|
| LUTS & GREENLEIGH GROUP, INC. |
2026 Q2
|
8/7/2026 |
105
|
$130 M
|
| Kapstone Financial Advisors LLC |
2026 Q2
|
8/7/2026 |
175
|
$240 M
|
| Point Nemo Capital, LLC |
2026 Q2
|
8/7/2026 |
188
|
$200 M
|
| HC Advisors, LLC |
2026 Q2
|
8/7/2026 |
62
|
$160 M
|
| International Private Wealth Advisors LLC |
2026 Q2
|
8/7/2026 |
160
|
$190 M
|
| Parkshore Wealth Management, Inc. |
2026 Q2
|
8/7/2026 |
72
|
$350 M
|
| Inman Jager Wealth Management, LLC |
2026 Q2
|
8/7/2026 |
90
|
$190 M
|
| Harbour Wealth Management Group, Inc. |
2026 Q2
|
8/7/2026 |
89
|
$150 M
|
| Estate Counselors, LLC |
2026 Q2
|
8/7/2026 |
92
|
$1.2 B
|
| Disciplined Investments, LLC |
2026 Q2 - RESTATEMENT
|
8/7/2026 |
144
|
$310 M
|
| Grantvest Financial Group LLC |
2026 Q2
|
8/7/2026 |
246
|
$170 M
|
| Disciplined Investments, LLC |
2026 Q2
|
8/7/2026 |
144
|
$310 M
|
| Aflac Inc |
2026 Q2
|
8/7/2026 |
4
|
$93 M
|
| HFG Advisors, Inc. |
2026 Q2
|
8/7/2026 |
117
|
$160 M
|
| Rose Capital Advisors LLC |
2026 Q2
|
8/7/2026 |
108
|
$200 M
|
| Graver Capital Management, LLC |
2026 Q2
|
8/7/2026 |
26
|
$140 M
|
| HARBOR CAPITAL ADVISORS, INC. |
2026 Q2
|
8/7/2026 |
1,213
|
$1.5 B
|
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC |
2026 Q2
|
8/7/2026 |
62
|
$130 M
|
| GOLDEN ROAD ADVISORS LLC |
2026 Q2
|
8/7/2026 |
67
|
$210 M
|
| Schuylkill Financial LLC |
2026 Q2
|
8/7/2026 |
66
|
$110 M
|
| Genesis Wealth Advisors, LLC |
2026 Q2
|
8/7/2026 |
72
|
$170 M
|
| ForthRight Wealth Management, LLC |
2026 Q2
|
8/7/2026 |
76
|
$390 M
|
| Fusion Family Wealth, LLC |
2026 Q2
|
8/7/2026 |
50
|
$1.5 B
|
| EVEXIA WEALTH LLC |
2026 Q2
|
8/7/2026 |
77
|
$370 M
|
| Mass General Brigham, Inc |
2026 Q2
|
8/7/2026 |
6
|
$360 M
|
| Everest Private Wealth |
2026 Q2
|
8/7/2026 |
85
|
$270 M
|
| Ergawealth Advisors, Inc. |
2026 Q2
|
8/7/2026 |
54
|
$260 M
|
| DENVER WEALTH MANAGEMENT, INC. |
2026 Q2
|
8/7/2026 |
109
|
$350 M
|
| DOVER ADVISORS, LLC |
2026 Q2
|
8/7/2026 |
153
|
$240 M
|
| PNC Financial Services Group, Inc. |
2026 Q2
|
8/7/2026 |
17,255
|
$200 B
|
| Davis Investment Partners, LLC |
2026 Q2
|
8/7/2026 |
172
|
$330 M
|
| ARIZONA STATE RETIREMENT SYSTEM |
2026 Q2
|
8/7/2026 |
2,071
|
$20 B
|
| Dakota Wealth Management |
2026 Q2
|
8/7/2026 |
776
|
$5.2 B
|
| CFM WEALTH PARTNERS LLC |
2026 Q2
|
8/7/2026 |
149
|
$780 M
|
| CCG WEALTH MANAGEMENT, LLC |
2026 Q2
|
8/7/2026 |
150
|
$430 M
|
| Cannon Financial Strategists, Inc. |
2026 Q2
|
8/7/2026 |
133
|
$880 M
|
| BLALOCK WILLIAMS, LLC |
2026 Q2
|
8/7/2026 |
154
|
$150 M
|
| American Wealth Advisors, LLC |
2026 Q2
|
8/7/2026 |
42
|
$110 M
|
| Aspen Wealth Strategies, LLC |
2026 Q2
|
8/7/2026 |
89
|
$210 M
|
| Argo Wealth Advisory, LLC |
2026 Q2
|
8/7/2026 |
50
|
$180 M
|
| GF FUND MANAGEMENT CO. LTD. |
2026 Q2
|
8/7/2026 |
589
|
$8.3 B
|