| MARIPAU WEALTH MANAGEMENT LLC |
2026 Q1 - RESTATEMENT
|
5/27/2026 |
166
|
$230 M
|
| Kentucky Farm Bureau Mutual Insurance Co |
2018 Q4
|
5/27/2026 |
84
|
$200 M
|
| Kentucky Farm Bureau Mutual Insurance Co |
2018 Q3
|
5/27/2026 |
82
|
$200 M
|
| Kentucky Farm Bureau Mutual Insurance Co |
2018 Q2
|
5/27/2026 |
82
|
$210 M
|
| Kentucky Farm Bureau Mutual Insurance Co |
2018 Q1
|
5/27/2026 |
82
|
$210 M
|
| Kentucky Farm Bureau Mutual Insurance Co |
2017 Q4
|
5/27/2026 |
79
|
$210 M
|
| Kentucky Farm Bureau Mutual Insurance Co |
2017 Q3
|
5/27/2026 |
81
|
$200 M
|
| Kentucky Farm Bureau Mutual Insurance Co |
2017 Q2
|
5/27/2026 |
82
|
$200 M
|
| Kentucky Farm Bureau Mutual Insurance Co |
2017 Q1
|
5/27/2026 |
83
|
$190 M
|
| Kentucky Farm Bureau Mutual Insurance Co |
2016 Q4
|
5/27/2026 |
82
|
$180 M
|
| Kentucky Farm Bureau Mutual Insurance Co |
2016 Q3
|
5/27/2026 |
82
|
$180 M
|
| Kentucky Farm Bureau Mutual Insurance Co |
2016 Q2
|
5/27/2026 |
84
|
$180 M
|
| Cedrus Wealth Group LLC |
2025 Q4
|
5/27/2026 |
48
|
$110 M
|
| Kentucky Farm Bureau Mutual Insurance Co |
2016 Q1
|
5/27/2026 |
84
|
$180 M
|
| MORGAN STANLEY |
2025 Q4 - RESTATEMENT
|
5/27/2026 |
|
$0
|
| MORGAN STANLEY |
2025 Q3 - RESTATEMENT
|
5/27/2026 |
45,054
|
$1.7 T
|
| ALPINE WOODS CAPITAL INVESTORS, LLC |
2026 Q1
|
5/27/2026 |
200
|
$420 M
|
| Westshore Wealth, LLC |
2026 Q1
|
5/27/2026 |
102
|
$290 M
|
| BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL |
2026 Q1
|
5/27/2026 |
89
|
$240 M
|
| Capasso Planning Partners LLC |
2026 Q1
|
5/27/2026 |
73
|
$190 M
|
| Security Financial Services, INC. |
2026 Q1
|
5/27/2026 |
203
|
$630 M
|
| Wilshire Advisors LLC |
2026 Q1
|
5/27/2026 |
6
|
$10 M
|
| Wilshire Advisors LLC |
2025 Q4
|
5/27/2026 |
7
|
$12 M
|
| Allen Capital Group, LLC |
2026 Q1
|
5/27/2026 |
292
|
$1.1 B
|
| Tenret Co LLC |
2026 Q1
|
5/27/2026 |
33
|
$210 M
|
| ALPHA CAPITAL ADVISORS INC /ADV |
2026 Q1
|
5/27/2026 |
32
|
$110 M
|
| Tenret Co LLC |
2025 Q4
|
5/27/2026 |
33
|
$200 M
|
| Tenret Co LLC |
2025 Q3
|
5/27/2026 |
35
|
$190 M
|
| Cardano Risk Management B.V. |
2025 Q4 - RESTATEMENT
|
5/27/2026 |
35
|
$9.9 B
|
| Ramiah Investment Group |
2019 Q4
|
5/26/2026 |
72
|
$100 M
|
| Flatrock Wealth Partners LLC |
2025 Q4 - RESTATEMENT
|
5/26/2026 |
167
|
$210 M
|
| Serenity Investment Advisors |
2026 Q1
|
5/26/2026 |
74
|
$210 M
|
| Peak Planning Group, LLC |
2025 Q3
|
5/26/2026 |
94
|
$190 M
|
| Peak Planning Group, LLC |
2024 Q4
|
5/26/2026 |
116
|
$240 M
|
| Ruggaard & Associates LLC |
2026 Q1
|
5/26/2026 |
139
|
$250 M
|
| Summit Financial Wealth Advisors, LLC |
2026 Q1
|
5/26/2026 |
193
|
$710 M
|
| GLENMEDE TRUST CO NA |
2026 Q1
|
5/26/2026 |
2,801
|
$20 B
|
| Peak Planning Group, LLC |
2024 Q2
|
5/26/2026 |
105
|
$200 M
|
| Peak Planning Group, LLC |
2024 Q1
|
5/26/2026 |
76
|
$160 M
|
| Peak Planning Group, LLC |
2023 Q4
|
5/26/2026 |
70
|
$140 M
|
| Peak Planning Group, LLC |
2022 Q4
|
5/26/2026 |
80
|
$110 M
|
| Peak Planning Group, LLC |
2023 Q3
|
5/26/2026 |
73
|
$130 M
|
| Peak Planning Group, LLC |
2023 Q2
|
5/26/2026 |
77
|
$130 M
|
| Peak Planning Group, LLC |
2022 Q3
|
5/26/2026 |
77
|
$110 M
|
| Peak Planning Group, LLC |
2023 Q1
|
5/26/2026 |
77
|
$120 M
|
| Peak Planning Group, LLC |
2022 Q2
|
5/26/2026 |
78
|
$120 M
|
| Peak Planning Group, LLC |
2021 Q4
|
5/26/2026 |
83
|
$140 M
|
| Peak Planning Group, LLC |
2021 Q3
|
5/26/2026 |
77
|
$120 M
|
| STONE LOFT WEALTH MANAGEMENT LLC |
2025 Q4
|
5/26/2026 |
24
|
$110 M
|
| Summitas Investment Management LLC |
2025 Q4
|
5/26/2026 |
10
|
$130 M
|
| Flatrock Wealth Partners LLC |
2025 Q4
|
5/26/2026 |
166
|
$220 M
|
| BlackRock, Inc. |
2026 Q1
|
5/13/2026 |
50,651
|
$5.7 T
|
| Axiom Investment Management LLC |
2026 Q1
|
5/26/2026 |
3,956
|
$130 M
|
| Converium Capital Inc. |
2026 Q1
|
5/22/2026 |
36
|
$170 M
|
| Serenity Investment Advisors |
2025 Q4
|
5/22/2026 |
63
|
$170 M
|
| Converium Capital Inc. |
2025 Q4
|
5/22/2026 |
33
|
$130 M
|
| SUMMITRY LLC |
2026 Q1 - RESTATEMENT
|
5/22/2026 |
287
|
$2.8 B
|
| Wellington Grp LLC |
2025 Q4 - RESTATEMENT
|
5/22/2026 |
397
|
$300 M
|
| Wellington Grp LLC |
2026 Q1
|
5/22/2026 |
394
|
$320 M
|
| Wellington Grp LLC |
2025 Q4
|
5/22/2026 |
1,017
|
$300 M
|
| SEGALL BRYANT & HAMILL, LLC |
2026 Q1 - RESTATEMENT
|
5/22/2026 |
576
|
$7.0 B
|
| Independent Wealth Advisors LLC |
2026 Q1
|
5/22/2026 |
70
|
$100 M
|
| Independent Wealth Advisors LLC |
2025 Q4
|
5/22/2026 |
63
|
$96 M
|
| WNY Asset Management, LLC |
2026 Q1
|
5/22/2026 |
249
|
$970 M
|
| Coastline Complete Wealth LLC |
2026 Q1
|
5/22/2026 |
55
|
$160 M
|
| GROUPAMA ASSET MANAGMENT |
2026 Q1
|
5/22/2026 |
395
|
$6.8 B
|
| Evolutionary Tree Capital Management, LLC |
2026 Q1
|
5/21/2026 |
26
|
$53 M
|
| VERUS CAPITAL PARTNERS, LLC |
2026 Q1
|
5/21/2026 |
525
|
$1.5 B
|
| Access Investment Management LLC |
2026 Q1
|
5/21/2026 |
157
|
$380 M
|
| GKV Capital Management Co., Inc. |
2026 Q1 - RESTATEMENT
|
5/21/2026 |
88
|
$270 M
|
| CTC LLC |
2026 Q1
|
5/21/2026 |
112
|
$220 B
|
| ARGENT CAPITAL MANAGEMENT LLC |
2026 Q1
|
5/21/2026 |
158
|
$3.2 B
|
| CTC Alternative Strategies, Ltd. |
2026 Q1
|
5/21/2026 |
96
|
$44 M
|
| Kensington Asset Management, LLC |
2026 Q1 - RESTATEMENT
|
5/21/2026 |
42
|
$1.8 B
|
| Raab & Moskowitz Asset Management LLC |
2026 Q1
|
5/21/2026 |
187
|
$450 M
|
| COMPASS CAPITAL MANAGEMENT, INC |
2026 Q1
|
5/21/2026 |
87
|
$1.7 B
|
| MONTCHANIN ASSET MANAGEMENT, LLC |
2026 Q1
|
5/21/2026 |
55
|
$94 M
|
| BankChampaign, National Association |
2025 Q4
|
5/21/2026 |
179
|
$100 M
|
| BankChampaign, National Association |
2026 Q1
|
5/21/2026 |
186
|
$100 M
|
| Essential Partners LLC |
2025 Q2
|
5/21/2026 |
2,273
|
$250 M
|
| Essential Partners LLC |
2025 Q3
|
5/21/2026 |
2,668
|
$300 M
|
| VESTOR CAPITAL, LLC |
2026 Q1
|
5/21/2026 |
277
|
$1.4 B
|
| Essential Partners LLC |
2025 Q4
|
5/21/2026 |
2,772
|
$320 M
|
| J. Derek Lewis & Associates Inc. |
2026 Q1 - RESTATEMENT
|
5/21/2026 |
211
|
$440 M
|
| Essential Partners LLC |
2026 Q1
|
5/21/2026 |
2,848
|
$300 M
|
| Front Street Capital Management, Inc. |
2026 Q1
|
5/21/2026 |
73
|
$750 M
|
| 7G CAPITAL MANAGEMENT, LLC |
2026 Q1 - RESTATEMENT
|
5/21/2026 |
11
|
$170 M
|
| SYCAMORE PARTNERS MANAGEMENT, L.P. |
2026 Q1 - NEW HOLDINGS
|
5/21/2026 |
1
|
$100 M
|
| SILVERBACK ASSET MANAGEMENT LLC |
2026 Q1 - RESTATEMENT
|
5/21/2026 |
63
|
$700 M
|
| Groupe la Francaise |
2026 Q1
|
5/21/2026 |
536
|
$7.3 B
|
| JDM Financial Group LLC |
2026 Q1
|
5/20/2026 |
318
|
$260 M
|
| J. Mark Nickell & Co. |
2026 Q1 - NEW HOLDINGS
|
5/20/2026 |
32
|
$110 M
|
| CCM INVESTMENT ADVISERS LLC |
2026 Q1
|
5/20/2026 |
93
|
$1.0 B
|
| Cadia Private Client LLC |
2026 Q1
|
5/20/2026 |
76
|
$120 M
|
| Cadia Private Client LLC |
2025 Q4
|
5/20/2026 |
71
|
$130 M
|
| PATHWAY WEALTH MANAGEMENT LLC |
2026 Q1
|
5/20/2026 |
30
|
$110 M
|
| PATHWAY WEALTH MANAGEMENT LLC |
2025 Q4
|
5/20/2026 |
29
|
$110 M
|
| TrueWealth Financial Partners |
2026 Q1
|
5/20/2026 |
66
|
$250 M
|
| Alamar Capital Management, LLC |
2025 Q4
|
5/20/2026 |
86
|
$180 M
|
| SOA Wealth Advisors, LLC. |
2026 Q1
|
5/20/2026 |
867
|
$530 M
|