| AMF Tjanstepension AB |
2026 Q3
|
10/22/2026 |
119
|
$17 B
|
| E. Ohman J:or Asset Management AB |
2026 Q3
|
10/22/2026 |
455
|
$4.5 B
|
| AIRE ADVISORS, LLC |
2026 Q3
|
10/22/2026 |
172
|
$620 M
|
| Topor & Co. Korea |
2026 Q3
|
10/22/2026 |
19
|
$130 M
|
| SMITH CHAS P & ASSOCIATES PA CPAS |
2026 Q3
|
10/22/2026 |
194
|
$2.0 B
|
| Marion Wealth Management |
2026 Q3
|
10/22/2026 |
161
|
$510 M
|
| Reyes Financial Architecture, Inc. |
2026 Q3
|
10/22/2026 |
551
|
$160 M
|
| SBI Securities Co., Ltd. |
2026 Q3
|
10/22/2026 |
4,126
|
$4.4 B
|
| Boothe Investment Group, Inc. |
2026 Q3
|
10/22/2026 |
39
|
$350 M
|
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH |
2026 Q3
|
10/22/2026 |
326
|
$480 M
|
| Powell Investment Advisors, LLC |
2026 Q3
|
10/22/2026 |
171
|
$310 M
|
| CADINHA & CO LLC |
2026 Q3
|
10/22/2026 |
107
|
$620 M
|
| Illumine Investment Management, LLC |
2026 Q3
|
10/22/2026 |
107
|
$140 M
|
| JSF Financial, LLC |
2026 Q3
|
10/22/2026 |
146
|
$660 M
|
| COOKE & BIELER LP |
2026 Q3
|
10/21/2026 |
100
|
$6.4 B
|
| AXXCESS WEALTH MANAGEMENT, LLC |
2026 Q3
|
10/21/2026 |
983
|
$2.4 B
|
| Kopp Family Office, LLC |
2026 Q3
|
10/21/2026 |
33
|
$160 M
|
| Essential Planning, LLC. |
2026 Q3
|
10/21/2026 |
88
|
$370 M
|
| WOODWARD DIVERSIFIED CAPITAL, LLC |
2026 Q3
|
10/21/2026 |
200
|
$250 M
|
| Cypress Wealth Services, LLC |
2026 Q3
|
10/21/2026 |
434
|
$850 M
|
| Kooman & Associates |
2026 Q3
|
10/21/2026 |
55
|
$370 M
|
| LMCG INVESTMENTS, LLC |
2026 Q3
|
10/21/2026 |
225
|
$1.9 B
|
| Crescent Grove Advisors, LLC |
2026 Q3
|
10/21/2026 |
324
|
$1.2 B
|
| Obermeyer Wealth Partners |
2026 Q3
|
10/21/2026 |
301
|
$2.5 B
|
| Courage Miller Partners, LLC |
2026 Q3
|
10/21/2026 |
94
|
$380 M
|
| Diligent Investors, LLC |
2026 Q3
|
10/21/2026 |
362
|
$450 M
|
| Cardinal Capital Management |
2026 Q3
|
10/21/2026 |
140
|
$860 M
|
| Halter Ferguson Financial Inc. |
2026 Q3
|
10/21/2026 |
33
|
$580 M
|
| SHAYNE & JACOBS, LLC |
2026 Q3
|
10/21/2026 |
127
|
$330 M
|
| Wealth Management Partners, LLC |
2026 Q3
|
10/21/2026 |
155
|
$430 M
|
| Oakmont Investment Advisors, Inc. |
2026 Q3
|
10/21/2026 |
114
|
$150 M
|
| Kachkovsky & Fisher, Inc. |
2026 Q3
|
10/21/2026 |
72
|
$110 M
|
| Foster Victor Wealth Advisors, LLC |
2026 Q3
|
10/21/2026 |
266
|
$2.0 B
|
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. |
2026 Q3 - NEW HOLDINGS
|
10/21/2026 |
229
|
$1.8 B
|
| Vest Financial, LLC |
2026 Q3
|
10/21/2026 |
575
|
$9.5 B
|
| Cardinal Point Capital Management ULC |
2026 Q3
|
10/21/2026 |
283
|
$1.8 B
|
| SAGE PRIVATE WEALTH GROUP, LLC |
2026 Q3
|
10/21/2026 |
135
|
$300 M
|
| 93 Financial Group, LLC |
2026 Q3
|
10/21/2026 |
8
|
$240 M
|
| TI-TRUST, INC |
2026 Q3
|
10/21/2026 |
134
|
$180 M
|
| EnRich Financial Partners LLC |
2026 Q3
|
10/21/2026 |
66
|
$420 M
|
| Flavin Financial Services, Inc. |
2026 Q3
|
10/21/2026 |
77
|
$190 M
|
| PFS Partners, LLC |
2026 Q3
|
10/21/2026 |
605
|
$250 M
|
| Mid-American Wealth Advisory Group, Inc. |
2026 Q3
|
10/21/2026 |
74
|
$290 M
|
| Clarity Wealth Advisors, LLC |
2026 Q3
|
10/21/2026 |
117
|
$570 M
|
| Signature Wealth Management Partners, LLC |
2026 Q3
|
10/21/2026 |
124
|
$230 M
|
| Onyx Financial Advisors, LLC |
2026 Q3
|
10/21/2026 |
23
|
$280 M
|
| SEAMOUNT FINANCIAL GROUP INC |
2026 Q3
|
10/21/2026 |
143
|
$250 M
|
| Massachusetts Wealth Management |
2026 Q3
|
10/21/2026 |
96
|
$250 M
|
| BENDER ROBERT & ASSOCIATES |
2026 Q3
|
10/21/2026 |
46
|
$520 M
|
| Momentous Wealth Management, Inc. |
2026 Q3
|
10/21/2026 |
50
|
$210 M
|
| Hoese & Co LLP |
2026 Q3
|
10/21/2026 |
192
|
$150 M
|
| EAGLE ROCK INVESTMENT COMPANY, LLC |
2026 Q3
|
10/21/2026 |
156
|
$800 M
|
| Piedmont Capital Management, LLC/NC |
2026 Q3
|
10/21/2026 |
125
|
$170 M
|
| Rolek Wealth Management LLC |
2026 Q3
|
10/21/2026 |
24
|
$190 M
|
| BEACON HILL WEALTH MANAGEMENT LTD. |
2026 Q3
|
10/21/2026 |
24
|
$160 M
|
| INCOME RESEARCH & MANAGEMENT |
2026 Q3
|
10/21/2026 |
33
|
$160 M
|
| Magnus Financial Group LLC |
2026 Q3
|
10/21/2026 |
413
|
$1.5 B
|
| Hartford Financial Management Inc. |
2026 Q3
|
10/21/2026 |
347
|
$450 M
|
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP |
2026 Q3
|
10/21/2026 |
63
|
$130 M
|
| ARWA LLC |
2026 Q3
|
10/21/2026 |
145
|
$270 M
|
| VISA FOUNDATION |
2026 Q3
|
10/21/2026 |
2
|
$150 M
|
| Skylands Capital, LLC |
2026 Q3
|
10/21/2026 |
164
|
$760 M
|
| Grantvest Financial Group LLC |
2026 Q3
|
10/21/2026 |
253
|
$170 M
|
| Measured Risk Portfolios, Inc. |
2026 Q3
|
10/21/2026 |
64
|
$94 M
|
| Kings Path Partners LLC |
2026 Q3
|
10/21/2026 |
376
|
$380 M
|
| Vericrest Private Wealth |
2026 Q3
|
10/21/2026 |
42
|
$110 M
|
| SMITH SHELLNUT WILSON LLC /ADV |
2026 Q3
|
10/21/2026 |
155
|
$260 M
|
| White Lighthouse Investment Management Inc. |
2026 Q3
|
10/21/2026 |
148
|
$830 M
|
| LCW Services, LLC |
2026 Q3
|
10/21/2026 |
41
|
$240 M
|
| Catalyst Investment Management LLC |
2026 Q3
|
10/21/2026 |
74
|
$110 M
|
| AMG Asset Management Group, Inc. |
2026 Q3
|
10/21/2026 |
105
|
$160 M
|
| Trifecta Capital Advisors, LLC |
2026 Q3
|
10/21/2026 |
315
|
$810 M
|
| Trust Co of the South |
2026 Q3
|
10/21/2026 |
143
|
$710 M
|
| Genworth Financial Inc |
2026 Q3
|
10/21/2026 |
2
|
$490 M
|
| PRECEDENT WEALTH PARTNERS, LLC |
2026 Q3
|
10/21/2026 |
207
|
$650 M
|
| INVESTMENT HOUSE LLC |
2026 Q3
|
10/21/2026 |
204
|
$2.3 B
|
| Pinnacle Bancorp, Inc. |
2026 Q3
|
10/21/2026 |
924
|
$370 M
|
| McCarley & Cook Financial Planners |
2026 Q3
|
10/21/2026 |
275
|
$130 M
|
| CULBERTSON A N & CO INC |
2026 Q3
|
10/21/2026 |
137
|
$860 M
|
| Northern Lights Advisors, Inc. |
2026 Q3
|
10/21/2026 |
74
|
$190 M
|
| McCarley & Cook Financial Planners |
2026 Q2
|
10/21/2026 |
262
|
$130 M
|
| Seros Financial, LLC |
2026 Q3
|
10/21/2026 |
68
|
$200 M
|
| VIRTUE ASSET MANAGEMENT LLC |
2026 Q3
|
10/21/2026 |
106
|
$150 M
|
| LEGACY FINANCIAL GROUP, INC. |
2026 Q3
|
10/21/2026 |
108
|
$440 M
|
| ISTHMUS PARTNERS, LLC |
2026 Q3
|
10/21/2026 |
228
|
$1.0 B
|
| McCarley & Cook Financial Planners |
2026 Q1
|
10/21/2026 |
277
|
$120 M
|
| NBT BANK, N.A. |
2026 Q3
|
10/21/2026 |
930
|
$1.5 B
|
| Root Financial Partners, LLC |
2026 Q3
|
10/21/2026 |
3,829
|
$3.0 B
|
| Carter Financial Group, INC. |
2026 Q3
|
10/21/2026 |
132
|
$200 M
|
| ADAMS NATURAL RESOURCES FUND, INC. |
2026 Q3
|
10/21/2026 |
50
|
$860 M
|
| ADAMS DIVERSIFIED EQUITY FUND, INC. |
2026 Q3
|
10/21/2026 |
100
|
$3.3 B
|
| Base Wealth Management LLC |
2026 Q3 - RESTATEMENT
|
10/21/2026 |
72
|
$220 M
|
| Pembroke Management, LTD |
2026 Q3
|
10/21/2026 |
113
|
$810 M
|
| McCarley & Cook Financial Planners |
2025 Q4
|
10/21/2026 |
294
|
$110 M
|
| Wealthcare Capital Partners, LLC |
2026 Q3
|
10/21/2026 |
168
|
$250 M
|
| WEALTHCARE CAPITAL MANAGEMENT LLC |
2026 Q3
|
10/21/2026 |
99
|
$910 M
|
| Wealthcare Advisory Partners LLC |
2026 Q3
|
10/21/2026 |
1,111
|
$5.9 B
|
| Verum Partners LLC |
2026 Q3
|
10/21/2026 |
198
|
$620 M
|
| Carlton Hofferkamp & Jenks Wealth Management, LLC |
2026 Q3
|
10/21/2026 |
146
|
$320 M
|
| Pines Wealth Management, LLC |
2026 Q3
|
10/21/2026 |
222
|
$350 M
|