| BINGHAM PRIVATE WEALTH, LLC |
2026 Q3
|
11/5/2026 |
173
|
$148M
|
| General Motors Holdings LLC |
2026 Q3
|
11/5/2026 |
4
|
$56.7M
|
| Seafarer Capital Partners, LLC |
2026 Q3
|
11/5/2026 |
9
|
$369M
|
| BOURNE LENT ASSET MANAGEMENT INC |
2026 Q3
|
11/5/2026 |
63
|
$293M
|
| MAGNOLIA GROUP, LLC |
2026 Q3
|
11/5/2026 |
25
|
$306M
|
| ACORN CREEK CAPITAL LLC |
2026 Q3
|
11/5/2026 |
88
|
$302M
|
| Smith Partners Wealth Management, LLC |
2026 Q3
|
11/5/2026 |
67
|
$138M
|
| Performa Ltd (US), LLC |
2026 Q3
|
11/5/2026 |
50
|
$625M
|
| Three Bridge Wealth Advisors, LLC |
2026 Q3
|
11/5/2026 |
586
|
$469M
|
| CVS HEALTH Corp |
2026 Q3
|
11/5/2026 |
36
|
$429M
|
| Artemis Wealth Advisors, LLC |
2026 Q3
|
11/5/2026 |
49
|
$815M
|
| Forest Hill Capital, LLC |
2026 Q3
|
11/5/2026 |
21
|
$142M
|
| GAGNON SECURITIES LLC |
2026 Q3
|
11/5/2026 |
84
|
$577M
|
| ENDEAVOR PRIVATE WEALTH, INC. |
2026 Q3
|
11/5/2026 |
491
|
$415M
|
| FDx Advisors, Inc. |
2026 Q3
|
11/5/2026 |
96
|
$141M
|
| SCF Partners, Inc. |
2026 Q3
|
11/5/2026 |
1
|
$0
|
| Schwallier Wealth Management LLC |
2026 Q3
|
11/5/2026 |
68
|
$157M
|
| PARADIGM ASSET MANAGEMENT CO LLC |
2026 Q3
|
11/5/2026 |
273
|
$422M
|
| BAYBAN |
2026 Q3
|
11/5/2026 |
595
|
$130M
|
| GSK plc |
2026 Q3
|
11/5/2026 |
13
|
$497M
|
| REGENERON PHARMACEUTICALS, INC. |
2026 Q3
|
11/5/2026 |
3
|
$180M
|
| KING LUTHER CAPITAL MANAGEMENT CORP |
2026 Q3
|
11/5/2026 |
605
|
$24.3B
|
| Winthrop Capital Management, LLC |
2026 Q3
|
11/5/2026 |
353
|
$409M
|
| BANYAN CAPITAL MANAGEMENT, INC. |
2026 Q3
|
11/5/2026 |
48
|
$233M
|
| Tull Financial Group, Inc. |
2026 Q3
|
11/5/2026 |
32
|
$259M
|
| Aspire Private Capital, LLC |
2026 Q3
|
11/5/2026 |
323
|
$482M
|
| WealthCare Investment Partners, LLC |
2026 Q3
|
11/5/2026 |
207
|
$422M
|
| Allegheny Financial Group |
2026 Q3
|
11/5/2026 |
310
|
$997M
|
| WIREGRASS INVESTMENT MANAGEMENT LLC |
2026 Q3
|
11/5/2026 |
108
|
$144M
|
| TRUST CO OF VERMONT |
2026 Q1 - NEW HOLDINGS
|
11/5/2026 |
1,435
|
$2.38B
|
| Bishop & Co Investment Management, LLC |
2026 Q3
|
11/5/2026 |
26
|
$323M
|
| Sunbeam Capital Management, LLC |
2026 Q3
|
11/5/2026 |
120
|
$218M
|
| Sound Portfolio Advisors, LLC |
2026 Q3
|
11/5/2026 |
48
|
$142M
|
| TRUST CO OF VERMONT |
2026 Q1
|
11/5/2026 |
1,435
|
$2.38B
|
| GS Investments, Inc. |
2026 Q3
|
11/5/2026 |
133
|
$139M
|
| Grey Rock Energy Management, LLC |
2026 Q3
|
11/5/2026 |
1
|
$179M
|
| AM INVESTMENT STRATEGIES LLC |
2026 Q3
|
11/5/2026 |
105
|
$535M
|
| Milestone Investment Advisors LLC |
2026 Q3
|
11/5/2026 |
138
|
$461M
|
| DELPHI MANAGEMENT INC /MA/ |
2026 Q3
|
11/5/2026 |
80
|
$95.5M
|
| CENTRAL TRUST Co |
2026 Q3
|
11/5/2026 |
2,100
|
$5.60B
|
| FIFTH THIRD BANCORP |
2026 Q3
|
11/5/2026 |
4,368
|
$61.2B
|
| Aspen Investment Management Inc |
2026 Q3
|
11/5/2026 |
182
|
$370M
|
| J.W. COLE ADVISORS, INC. |
2026 Q3
|
11/5/2026 |
1,604
|
$5.93B
|
| Brick & Kyle, Associates |
2026 Q3
|
11/5/2026 |
61
|
$304M
|
| Florida Trust Wealth Management Co |
2026 Q3
|
11/5/2026 |
766
|
$4.04B
|
| ADVISORS MANAGEMENT GROUP INC /ADV |
2026 Q3
|
11/5/2026 |
157
|
$590M
|
| CLIFFORD SWAN INVESTMENT COUNSEL LLC |
2026 Q3
|
11/5/2026 |
414
|
$3.14B
|
| LRZ CAPITAL LLC |
2026 Q3
|
11/5/2026 |
29
|
$320M
|
| Belfer Management LLC |
2026 Q3
|
11/5/2026 |
16
|
$5.94M
|
| Advisory Advocates, LLC |
2026 Q3
|
11/5/2026 |
186
|
$116M
|
| PCG ASSET MANAGEMENT, LLC |
2026 Q3
|
11/5/2026 |
106
|
$142M
|
| US BANCORP \DE\ |
2026 Q3
|
11/5/2026 |
8,557
|
$92.0B
|
| Wealth Preservation Advisors, LLC |
2026 Q3
|
11/5/2026 |
119
|
$210M
|
| CHECK CAPITAL MANAGEMENT INC/CA |
2026 Q3
|
11/5/2026 |
34
|
$1.60B
|
| Northern Capital Management, Inc. |
2026 Q3
|
11/5/2026 |
56
|
$234M
|
| Guinness Atkinson Asset Management Inc |
2026 Q3
|
11/5/2026 |
108
|
$225M
|
| Peachtree Investment Partners, LLC |
2026 Q3
|
11/5/2026 |
134
|
$313M
|
| William B. Walkup & Associates, Inc. |
2026 Q3
|
11/5/2026 |
244
|
$219M
|
| TritonPoint Partners, LLC |
2026 Q3
|
11/5/2026 |
258
|
$577M
|
| Guinness Asset Management LTD |
2026 Q3
|
11/5/2026 |
185
|
$6.21B
|
| THOMPSON SIEGEL & WALMSLEY LLC |
2026 Q3
|
11/5/2026 |
448
|
$5.35B
|
| Brown University |
2026 Q3
|
11/5/2026 |
14
|
$132M
|
| Brady Martz Wealth Solutions, LLC |
2026 Q3
|
11/5/2026 |
275
|
$676M
|
| XXEC, Inc. |
2026 Q3
|
11/5/2026 |
22
|
$71.8M
|
| Rareview Capital LLC |
2026 Q3
|
11/5/2026 |
60
|
$212M
|
| BRUNI J V & CO /CO |
2026 Q3
|
11/5/2026 |
32
|
$1.06B
|
| Summer Road LLC |
2026 Q3
|
11/5/2026 |
23
|
$135M
|
| Compound Planning, Inc. |
2026 Q3
|
11/5/2026 |
2,471
|
$3.89B
|
| Sherman Asset Management, Inc. |
2026 Q3
|
11/5/2026 |
109
|
$134M
|
| NAPLES GLOBAL ADVISORS, LLC |
2026 Q3
|
11/5/2026 |
462
|
$1.59B
|
| CORE WEALTH ADVISORS, LLC |
2026 Q3
|
11/5/2026 |
32
|
$135M
|
| ARS Investment Partners, LLC |
2026 Q3
|
11/5/2026 |
187
|
$2.23B
|
| VAUGHAN DAVID INVESTMENTS LLC/IL |
2026 Q3
|
11/5/2026 |
241
|
$4.96B
|
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV |
2026 Q3
|
11/5/2026 |
781
|
$2.01B
|
| Linscomb Wealth, Inc. |
2026 Q3
|
11/5/2026 |
313
|
$2.31B
|
| Ameraudi Asset Management, Inc. |
2026 Q3
|
11/5/2026 |
32
|
$216M
|
| MCDANIEL TERRY & CO |
2026 Q3
|
11/5/2026 |
81
|
$1.34B
|
| Centerpoint Advisors, LLC |
2026 Q3
|
11/5/2026 |
416
|
$363M
|
| Carbahal Olsen Financial Services Group, LLC |
2026 Q3
|
11/5/2026 |
38
|
$144M
|
| Syncona Portfolio Ltd |
2026 Q3
|
11/5/2026 |
1
|
$32.3M
|
| TOWERVIEW LLC |
2026 Q3
|
11/5/2026 |
16
|
$137M
|
| LB Partners LLC |
2026 Q3
|
11/5/2026 |
38
|
$154M
|
| OBSIDIAN CIO, LLC |
2026 Q3
|
11/5/2026 |
108
|
$143M
|
| Hendershot Investments Inc. |
2026 Q3
|
11/5/2026 |
137
|
$774M
|
| Financially Speaking Inc |
2026 Q3 - RESTATEMENT
|
11/5/2026 |
123
|
$83.2M
|
| Index Fund Advisors, Inc. |
2026 Q3
|
11/5/2026 |
131
|
$2.37B
|
| Park Avenue Institutional Advisers LLC |
2026 Q3
|
11/5/2026 |
2
|
$197M
|
| Stirlingshire Investments, Inc. |
2026 Q2 - RESTATEMENT
|
11/5/2026 |
221
|
$135M
|
| WBI INVESTMENTS, LLC |
2026 Q3
|
11/5/2026 |
418
|
$384M
|
| Bank of New York Mellon Corp |
2026 Q3
|
11/5/2026 |
34,105
|
$608B
|
| TrueMark Investments, LLC |
2026 Q3
|
11/5/2026 |
190
|
$856M
|
| OARSMAN CAPITAL, INC. |
2026 Q3
|
11/5/2026 |
262
|
$988M
|
| TSG Consumer Partners LP |
2026 Q3
|
11/5/2026 |
1
|
$60.3M
|
| Stirlingshire Investments, Inc. |
2026 Q1 - RESTATEMENT
|
11/5/2026 |
196
|
$114M
|
| Thrivent Financial for Lutherans |
2026 Q3
|
11/5/2026 |
4,757
|
$61.0B
|
| Stirlingshire Investments, Inc. |
2025 Q4 - RESTATEMENT
|
11/5/2026 |
186
|
$113M
|
| Mirova US LLC |
2026 Q3
|
11/5/2026 |
45
|
$9.15B
|
| Aflac Inc |
2026 Q3
|
11/5/2026 |
4
|
$87.5M
|
| Pacifica Capital Investments, LLC |
2026 Q3
|
11/5/2026 |
16
|
$282M
|
| THOMPSON DAVIS & CO., INC. |
2026 Q3
|
11/5/2026 |
158
|
$149M
|