| DORVAL Corp |
2026 Q1
|
4/22/2026 |
45
|
$320 M
|
| Silver Coast Investments LLC |
2026 Q1
|
4/22/2026 |
119
|
$310 M
|
| Avise Financial Cooperative, Inc. |
2026 Q1
|
4/22/2026 |
102
|
$120 M
|
| RBA Wealth Management, LLC |
2026 Q1
|
4/22/2026 |
92
|
$280 M
|
| TICINO WEALTH |
2026 Q1
|
4/22/2026 |
138
|
$290 M
|
| SFG Wealth Management, LLC. |
2026 Q1
|
4/22/2026 |
100
|
$240 M
|
| Clear Creek Financial Management, LLC |
2026 Q1
|
4/22/2026 |
608
|
$1.3 B
|
| Sterling Wealth Advisors Inc |
2026 Q1
|
4/22/2026 |
20
|
$180 M
|
| KG Capital Management |
2026 Q1
|
4/22/2026 |
123
|
$140 M
|
| AJ Advisors, LLC |
2026 Q1
|
4/22/2026 |
33
|
$270 M
|
| Aegis Wealth Management LLC |
2026 Q1
|
4/22/2026 |
118
|
$170 M
|
| VIEWPOINT INVESTMENT PARTNERS CORP |
2026 Q1
|
4/22/2026 |
97
|
$220 M
|
| Lakewood Asset Management LLC |
2026 Q1
|
4/22/2026 |
107
|
$160 M
|
| McElhenny Sheffield Capital Management, LLC |
2026 Q1
|
4/22/2026 |
95
|
$400 M
|
| UG Investment Advisers Ltd. |
2026 Q1
|
4/22/2026 |
15
|
$150 M
|
| WEBER CAPITAL MANAGEMENT LLC /ADV |
2026 Q1
|
4/22/2026 |
14
|
$100 M
|
| McBroom & Associates, LLC |
2026 Q1
|
4/22/2026 |
36
|
$180 M
|
| Davidson Kahn Capital Management, LLC |
2026 Q1
|
4/22/2026 |
62
|
$190 M
|
| QUARRY HILL ADVISORS, LLC |
2026 Q1
|
4/22/2026 |
51
|
$240 M
|
| Abundance Wealth Counselors |
2026 Q1
|
4/22/2026 |
246
|
$700 M
|
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. |
2026 Q1
|
4/22/2026 |
178
|
$1.4 B
|
| Carroll Advisory Group, LLC |
2026 Q1
|
4/22/2026 |
68
|
$260 M
|
| Joel Isaacson & Co., LLC |
2026 Q1
|
4/22/2026 |
455
|
$3.0 B
|
| FIGURE 8 INVESTMENT STRATEGIES LLC |
2026 Q1
|
4/22/2026 |
56
|
$100 M
|
| Essential Planning, LLC. |
2026 Q1
|
4/22/2026 |
85
|
$310 M
|
| PEAVINE CAPITAL, LLC |
2026 Q1
|
4/22/2026 |
9
|
$450 M
|
| SC&H Financial Advisors, Inc. |
2026 Q1
|
4/22/2026 |
155
|
$660 M
|
| Mid-American Wealth Advisory Group, Inc. |
2026 Q1
|
4/22/2026 |
55
|
$240 M
|
| Western Financial Corp/CA |
2026 Q1
|
4/22/2026 |
127
|
$260 M
|
| Capital Management Associates, Inc |
2026 Q1
|
4/22/2026 |
166
|
$440 M
|
| Tiller Private Wealth, Inc. |
2026 Q1
|
4/22/2026 |
66
|
$280 M
|
| Family Capital Management, Inc. |
2026 Q1
|
4/22/2026 |
104
|
$220 M
|
| BENDER ROBERT & ASSOCIATES |
2026 Q1
|
4/22/2026 |
45
|
$420 M
|
| BluePrint Investing LLC |
2026 Q1
|
4/22/2026 |
26
|
$130 M
|
| Legacy Wealth Management, LLC |
2026 Q1
|
4/22/2026 |
30
|
$1.7 B
|
| MN Wealth Advisors, LLC |
2026 Q1
|
4/22/2026 |
124
|
$210 M
|
| Samalin Investment Counsel, LLC |
2026 Q1
|
4/22/2026 |
319
|
$280 M
|
| Keenan, LLC |
2026 Q1
|
4/22/2026 |
42
|
$120 M
|
| Straight Path Wealth Management |
2026 Q1
|
4/22/2026 |
129
|
$370 M
|
| Stone Summit Wealth LLC |
2026 Q1
|
4/22/2026 |
142
|
$360 M
|
| Capital Investment Management, Inc. |
2026 Q1
|
4/22/2026 |
125
|
$290 M
|
| TruNorth Capital Management, LLC |
2026 Q1
|
4/22/2026 |
114
|
$520 M
|
| Integrated Wealth Management |
2026 Q1
|
4/22/2026 |
95
|
$87 M
|
| Omnitrust Wealth Management, Inc |
2026 Q1
|
4/22/2026 |
119
|
$77 M
|
| Finley Financial, LLC |
2026 Q1
|
4/22/2026 |
107
|
$210 M
|
| HFG Wealth Management, LLC |
2026 Q1
|
4/22/2026 |
50
|
$180 M
|
| QV Investors Inc. |
2026 Q1
|
4/22/2026 |
65
|
$1.2 B
|
| Gemmer Asset Management LLC |
2026 Q1
|
4/22/2026 |
172
|
$1.3 B
|
| KRM WEALTH MANAGEMENT L.L.C. |
2026 Q1
|
4/22/2026 |
43
|
$190 M
|
| Oak Harvest Investment Services |
2026 Q1
|
4/22/2026 |
229
|
$960 M
|
| JNBA Financial Advisors |
2026 Q1
|
4/22/2026 |
819
|
$1.2 B
|
| Patriot Financial Group Insurance Agency, LLC |
2026 Q1
|
4/22/2026 |
701
|
$1.8 B
|
| Madison Park Capital Advisors, LLC |
2026 Q1
|
4/22/2026 |
62
|
$130 M
|
| LAM GROUP, INC. |
2026 Q1
|
4/22/2026 |
136
|
$180 M
|
| CHEMUNG CANAL TRUST CO |
2026 Q1
|
4/22/2026 |
203
|
$490 M
|
| Vinland Capital Management Gestora de Recursos LTDA. |
2026 Q1
|
4/22/2026 |
47
|
$50 M
|
| Financial Futures Ltd Liability Co. |
2026 Q1
|
4/22/2026 |
72
|
$230 M
|
| MeadowBrook Investment Advisors LLC |
2026 Q1
|
4/22/2026 |
186
|
$110 M
|
| Gunderson Capital Management LLC |
2026 Q1
|
4/22/2026 |
46
|
$240 M
|
| StoryOne LLC |
2026 Q1
|
4/22/2026 |
73
|
$180 M
|
| RED TREE MANAGEMENT, LLC |
2026 Q1
|
4/22/2026 |
3
|
$110 M
|
| TVL MANAGEMENT CORP |
2026 Q1
|
4/22/2026 |
1
|
$0
|
| RPM Capital Partners, LLC |
2026 Q1
|
4/22/2026 |
1
|
$3.3 M
|
| Seneca Financial Advisors LLC |
2026 Q1
|
4/22/2026 |
64
|
$340 M
|
| Millburn Ridgefield LLC /DE/ |
2026 Q1
|
4/22/2026 |
39
|
$4.6 B
|
| MATRIX ASSET ADVISORS INC/NY |
2026 Q1
|
4/22/2026 |
105
|
$1.1 B
|
| PATTON FUND MANAGEMENT, INC. |
2026 Q1
|
4/22/2026 |
488
|
$590 M
|
| DDFG, Inc |
2026 Q1
|
4/22/2026 |
86
|
$460 M
|
| Independence Asset Advisors, LLC |
2026 Q1
|
4/22/2026 |
24
|
$280 M
|
| Red Door Wealth Management, LLC |
2026 Q1
|
4/22/2026 |
307
|
$960 M
|
| ABSOLUTE INVESTMENT ADVISERS, LLC |
2026 Q1
|
4/22/2026 |
122
|
$850 M
|
| Hurlow Wealth Management Group, Inc. |
2026 Q1
|
4/22/2026 |
120
|
$420 M
|
| Bay Capital Advisors, LLC |
2026 Q1
|
4/22/2026 |
107
|
$160 M
|
| Ifrah Financial Services, Inc. |
2026 Q1
|
4/22/2026 |
200
|
$380 M
|
| LifeSteps Financial, Inc. |
2026 Q1
|
4/22/2026 |
97
|
$160 M
|
| Hartmann Taylor Wealth Management, LLC |
2026 Q1
|
4/22/2026 |
54
|
$150 M
|
| Princeton Global Asset Management LLC |
2026 Q1
|
4/22/2026 |
829
|
$610 M
|
| Wallington Asset Management, LLC |
2026 Q1
|
4/22/2026 |
62
|
$750 M
|
| TPG Advisors LLC |
2026 Q1
|
4/22/2026 |
110
|
$160 M
|
| Gray Foundation |
2026 Q1
|
4/22/2026 |
11
|
$400 M
|
| Aspire Private Capital, LLC |
2026 Q1
|
4/22/2026 |
292
|
$440 M
|
| Avalon Advisory Group |
2026 Q1
|
4/22/2026 |
12
|
$250 M
|
| Constellation Investments, Inc. |
2026 Q1
|
4/22/2026 |
19
|
$3.0 B
|
| Riverbend Wealth Management, LLC |
2026 Q1
|
4/22/2026 |
152
|
$170 M
|
| Canoe Financial LP |
2026 Q1
|
4/22/2026 |
119
|
$7.3 B
|
| Formidable Asset Management, LLC |
2026 Q1
|
4/22/2026 |
381
|
$650 M
|
| Yelin Lapidot Holdings Management Ltd. |
2026 Q1
|
4/22/2026 |
95
|
$480 M
|
| Penney Financial, LLC |
2026 Q1
|
4/22/2026 |
48
|
$260 M
|
| Orange Investment Advisors, Inc. |
2026 Q1 - RESTATEMENT
|
4/22/2026 |
145
|
$770 M
|
| WETZEL INVESTMENT ADVISORS, INC. |
2026 Q1
|
4/22/2026 |
142
|
$250 M
|
| First Financial Group Corp |
2026 Q1
|
4/22/2026 |
80
|
$120 M
|
| AUA CAPITAL MANAGEMENT, LLC |
2026 Q1
|
4/22/2026 |
80
|
$200 M
|
| ADAMS NATURAL RESOURCES FUND, INC. |
2026 Q1
|
4/22/2026 |
54
|
$860 M
|
| AGH Wealth Advisors, LLC |
2026 Q1
|
4/22/2026 |
185
|
$140 M
|
| ADAMS DIVERSIFIED EQUITY FUND, INC. |
2026 Q1
|
4/22/2026 |
99
|
$2.8 B
|
| Wernau Asset Management Inc. |
2026 Q1
|
4/22/2026 |
50
|
$140 M
|
| BKM Wealth Management, LLC |
2026 Q1
|
4/22/2026 |
148
|
$270 M
|
| 1492 Capital Management LLC |
2026 Q1
|
4/22/2026 |
130
|
$260 M
|
| Nicholas Wealth, LLC. |
2026 Q1
|
4/22/2026 |
111
|
$140 M
|
| Cornerstone Wealth Group, LLC |
2026 Q1
|
4/22/2026 |
452
|
$1.6 B
|