| Sumitomo Mitsui Trust Group, Inc. |
2026 Q3
|
10/29/2026 |
1,058
|
$170 B
|
| Pilgrim Partners Asia Pte Ltd |
2026 Q3
|
10/29/2026 |
125
|
$500 M
|
| Mirae Asset Global Investments Co., Ltd. |
2026 Q3
|
10/29/2026 |
2,335
|
$57 B
|
| Vise Technologies, Inc. |
2026 Q3
|
10/29/2026 |
2,108
|
$12 B
|
| ProShare Advisors LLC |
2026 Q3
|
10/29/2026 |
1,844
|
$70 B
|
| PROFUND ADVISORS LLC |
2026 Q3
|
10/29/2026 |
1,099
|
$3.5 B
|
| Dean, Jacobson Financial Services, LLC |
2026 Q3
|
10/29/2026 |
23
|
$180 M
|
| Elevation Capital Advisory, LLC |
2026 Q3
|
10/29/2026 |
69
|
$260 M
|
| Ipsen Advisor Group LLC |
2026 Q3
|
10/29/2026 |
105
|
$150 M
|
| Royal Harbor Partners, LLC |
2026 Q3
|
10/29/2026 |
56
|
$330 M
|
| STEVENS CAPITAL PARTNERS |
2026 Q3
|
10/29/2026 |
272
|
$580 M
|
| SFE Investment Counsel |
2026 Q3
|
10/29/2026 |
153
|
$750 M
|
| Northern Financial Advisors Inc |
2026 Q3
|
10/29/2026 |
102
|
$150 M
|
| ARQ WEALTH ADVISORS, LLC |
2026 Q3
|
10/29/2026 |
210
|
$830 M
|
| Aviance Capital Partners, LLC |
2026 Q3
|
10/29/2026 |
387
|
$980 M
|
| Columbia Bank |
2026 Q3
|
10/29/2026 |
271
|
$470 M
|
| Verus Financial Partners, Inc. |
2026 Q3
|
10/29/2026 |
132
|
$1.2 B
|
| Bell Investment Advisors, Inc |
2026 Q3
|
10/29/2026 |
1,934
|
$680 M
|
| Corecam AG |
2026 Q3
|
10/29/2026 |
47
|
$100 M
|
| Leonard Rickey Investment Advisors P.L.L.C. |
2026 Q3
|
10/29/2026 |
129
|
$640 M
|
| Austin Asset Management Co Inc |
2026 Q3
|
10/29/2026 |
96
|
$750 M
|
| Unison Advisors LLC |
2026 Q3
|
10/29/2026 |
171
|
$1.4 B
|
| CIDEL ASSET MANAGEMENT INC |
2026 Q3
|
10/29/2026 |
478
|
$2.1 B
|
| Hapanowicz & Associates Financial Services, Inc |
2026 Q3
|
10/29/2026 |
38
|
$320 M
|
| INVESTMENT PARTNERS, LTD. |
2026 Q3
|
10/29/2026 |
231
|
$650 M
|
| GRANDFIELD & DODD, LLC |
2026 Q3
|
10/29/2026 |
216
|
$1.9 B
|
| AJ Advisors, LLC |
2026 Q3
|
10/29/2026 |
30
|
$310 M
|
| Wealth Advisors Northwest LLC |
2026 Q3
|
10/29/2026 |
62
|
$300 M
|
| HOEY INVESTMENTS, INC |
2026 Q3
|
10/29/2026 |
457
|
$850 M
|
| Rubicon Global Capital Ltd |
2026 Q3
|
10/28/2026 |
14
|
$300 M
|
| Global View Capital Management LLC |
2026 Q3
|
10/28/2026 |
126
|
$450 M
|
| Glenview Trust Co |
2026 Q3
|
10/28/2026 |
814
|
$7.4 B
|
| Steadview Capital Management LLC |
2026 Q3
|
10/28/2026 |
9
|
$290 M
|
| AXIS CAPITAL HOLDINGS LTD |
2026 Q3
|
10/28/2026 |
3
|
$310 M
|
| Prosperitas Financial LLC |
2026 Q3
|
10/28/2026 |
155
|
$330 M
|
| Cohalo Advisory LLC |
2026 Q3
|
10/28/2026 |
18
|
$1.8 M
|
| Kampmann Melissa S. |
2026 Q3
|
10/28/2026 |
79
|
$130 M
|
| Gray Private Wealth, LLC |
2026 Q3
|
10/28/2026 |
64
|
$250 M
|
| PAYDEN & RYGEL |
2026 Q3
|
10/28/2026 |
129
|
$1.3 B
|
| Lebenthal Global Advisors, LLC |
2026 Q3
|
10/28/2026 |
306
|
$750 M
|
| Canopy Partners, LLC |
2026 Q3
|
10/28/2026 |
236
|
$350 M
|
| Cranbrook Wealth Management, LLC |
2026 Q3
|
10/28/2026 |
374
|
$530 M
|
| Wildcat Capital Management, LLC |
2026 Q3
|
10/28/2026 |
5
|
$170 M
|
| BRIAN LOW FINANCIAL GROUP, LLC |
2026 Q3
|
10/28/2026 |
120
|
$180 M
|
| China-UAE Investment Cooperation Fund, L.P. |
2026 Q3
|
10/28/2026 |
1
|
$41 M
|
| Finley Financial, LLC |
2026 Q3
|
10/28/2026 |
107
|
$240 M
|
| CHICAGO TRUST Co NA |
2026 Q3
|
10/28/2026 |
671
|
$730 M
|
| Gigafund Management Company, LLC |
2026 Q3
|
10/28/2026 |
2
|
$19 B
|
| Thrive Capital Management, LLC |
2026 Q3 - RESTATEMENT
|
10/28/2026 |
180
|
$560 M
|
| DWM Financial Group, Inc. |
2026 Q3
|
10/28/2026 |
65
|
$130 M
|
| IMPACTfolio, LLC |
2026 Q3
|
10/28/2026 |
35
|
$270 M
|
| Arta Finance Wealth Management LLC |
2026 Q3
|
10/28/2026 |
105
|
$210 M
|
| HILLMAN CO |
2026 Q3
|
10/28/2026 |
15
|
$260 M
|
| Whelan Financial |
2026 Q3
|
10/28/2026 |
106
|
$390 M
|
| Raleigh Capital Management Inc. |
2026 Q3
|
10/28/2026 |
507
|
$320 M
|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
2026 Q3
|
10/28/2026 |
925
|
$1.7 B
|
| Modera Wealth Management, LLC |
2026 Q3
|
10/28/2026 |
674
|
$9.5 B
|
| GREENUP STREET WEALTH MANAGEMENT LLC |
2026 Q3
|
10/28/2026 |
134
|
$810 M
|
| State of Wyoming |
2026 Q3
|
10/28/2026 |
1,691
|
$1.3 B
|
| Heritage Wealth Management, Inc. |
2026 Q3
|
10/28/2026 |
272
|
$400 M
|
| CFC Planning Co LLC |
2026 Q3
|
10/28/2026 |
67
|
$190 M
|
| PEAK FINANCIAL ADVISORS LLC |
2026 Q3
|
10/28/2026 |
78
|
$230 M
|
| Petros Family Wealth, LLC |
2026 Q3
|
10/28/2026 |
411
|
$170 M
|
| Gilliland Jeter Wealth Management LLC |
2026 Q3
|
10/28/2026 |
193
|
$400 M
|
| GREATMARK INVESTMENT PARTNERS, INC. |
2026 Q3
|
10/28/2026 |
158
|
$930 M
|
| Americana Partners, LLC |
2026 Q3
|
10/28/2026 |
628
|
$4.7 B
|
| Aprio Wealth Management, LLC |
2026 Q3
|
10/28/2026 |
638
|
$2.2 B
|
| Avestar Capital, LLC |
2026 Q3
|
10/28/2026 |
519
|
$1.3 B
|
| Morling Financial Advisors, LLC |
2026 Q3
|
10/28/2026 |
144
|
$370 M
|
| Fusion Capital, LLC |
2026 Q3
|
10/28/2026 |
105
|
$460 M
|
| Kurv Investment Management LLC |
2026 Q3
|
10/28/2026 |
65
|
$200 M
|
| LJI Wealth Management, LLC |
2026 Q3
|
10/28/2026 |
195
|
$710 M
|
| Bank of the Bluegrass & Trust Co. |
2026 Q2
|
10/28/2026 |
242
|
$320 M
|
| Left Brain Wealth Management, LLC |
2026 Q3
|
10/28/2026 |
98
|
$320 M
|
| Coyle Financial Counsel LLC |
2026 Q3
|
10/28/2026 |
123
|
$540 M
|
| Kassira Wealth Management LLC |
2026 Q3
|
10/28/2026 |
65
|
$130 M
|
| MGO ONE SEVEN LLC |
2026 Q3
|
10/28/2026 |
1,554
|
$6.1 B
|
| Curtis Advisory Group, LLC |
2026 Q3
|
10/28/2026 |
119
|
$540 M
|
| Sagace Wealth Management LLC |
2026 Q3
|
10/28/2026 |
77
|
$160 M
|
| Charter Capital Management, LLC\DE |
2026 Q3
|
10/28/2026 |
69
|
$220 M
|
| Marin Bay Wealth Advisors, LLC |
2026 Q3
|
10/28/2026 |
131
|
$190 M
|
| Blue Fin Capital, Inc. |
2026 Q3
|
10/28/2026 |
164
|
$740 M
|
| BNB Wealth Management, LLC |
2026 Q3
|
10/28/2026 |
94
|
$180 M
|
| Global Assets Advisory, LLC |
2026 Q3
|
10/28/2026 |
308
|
$450 M
|
| Summit Global Investments |
2026 Q3
|
10/28/2026 |
516
|
$2.0 B
|
| OPINICUS CAPITAL, INC. |
2026 Q3
|
10/28/2026 |
98
|
$190 M
|
| Invera Wealth Advisors, LLC |
2026 Q3
|
10/28/2026 |
135
|
$190 M
|
| Cornerstone Wealth Partners, LLC |
2026 Q3
|
10/28/2026 |
13
|
$250 M
|
| Madison Park Capital Advisors, LLC |
2026 Q3
|
10/28/2026 |
73
|
$160 M
|
| Marshall & Sterling Wealth Advisors Inc. |
2026 Q3
|
10/28/2026 |
369
|
$170 M
|
| EVOLUTION WEALTH MANAGEMENT INC. |
2026 Q3
|
10/28/2026 |
926
|
$170 M
|
| Seneca Financial Advisors LLC |
2026 Q3
|
10/28/2026 |
63
|
$380 M
|
| Clean Yield Group |
2026 Q3
|
10/28/2026 |
392
|
$410 M
|
| GPI CAPITAL, L.P. |
2026 Q3
|
10/28/2026 |
1
|
$0
|
| Cromwell Holdings LLC |
2026 Q3
|
10/28/2026 |
1,609
|
$220 M
|
| HENNESSY ADVISORS INC |
2026 Q3
|
10/28/2026 |
287
|
$2.7 B
|
| Intrua Financial, LLC |
2026 Q3
|
10/28/2026 |
475
|
$1.1 B
|
| Moss Adams Wealth Advisors LLC |
2026 Q3
|
10/28/2026 |
506
|
$1.5 B
|
| SBI Holdings USA, Inc. |
2026 Q3
|
10/28/2026 |
1
|
$130 M
|
| Tributary Capital Management, LLC |
2026 Q3
|
10/28/2026 |
211
|
$1.1 B
|