| Foundation Wealth Management, LLC |
2026 Q1
|
5/4/2026 |
44
|
$150 M
|
| Texas Yale Capital Corp. |
2026 Q1
|
5/4/2026 |
500
|
$3.5 B
|
| Rodgers & Associates, LTD |
2026 Q1
|
5/4/2026 |
101
|
$980 M
|
| JLB & ASSOCIATES INC |
2026 Q1
|
5/4/2026 |
70
|
$700 M
|
| Stirlingshire Investments, Inc. |
2026 Q1
|
5/4/2026 |
196
|
$110 M
|
| Sound Portfolio Advisors, LLC |
2026 Q1
|
5/4/2026 |
44
|
$120 M
|
| ENVESTNET ASSET MANAGEMENT INC |
2026 Q1
|
5/4/2026 |
4,703
|
$370 B
|
| Two West Capital Advisors LLC |
2026 Q1
|
5/4/2026 |
96
|
$190 M
|
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. |
2026 Q1
|
5/4/2026 |
42
|
$130 M
|
| 6th Street Advisors, LLC |
2026 Q1
|
5/4/2026 |
59
|
$160 M
|
| Brookwood Investment Group LLC |
2026 Q1
|
5/4/2026 |
562
|
$810 M
|
| STAGE HARBOR FINANCIAL, LLC |
2026 Q1
|
5/4/2026 |
61
|
$150 M
|
| Mint Tower Capital Management B.V. |
2026 Q1
|
5/4/2026 |
338
|
$1.1 B
|
| Gleason Group, Inc. |
2026 Q1
|
5/4/2026 |
229
|
$1.0 B
|
| Worth Financial Advisory Group, LLC |
2026 Q1
|
5/4/2026 |
50
|
$230 M
|
| RETIREMENT INCOME SOLUTIONS, INC |
2026 Q1
|
5/4/2026 |
173
|
$590 M
|
| EQUITY INVESTMENT CORP |
2026 Q1
|
5/4/2026 |
71
|
$5.1 B
|
| Mendel Money Management |
2026 Q1
|
5/4/2026 |
137
|
$240 M
|
| Arrow Investment Advisors, LLC |
2026 Q1
|
5/4/2026 |
59
|
$94 M
|
| Henderson Brothers Financial Partners, LLC |
2026 Q1
|
5/4/2026 |
105
|
$390 M
|
| Inlight Wealth Management, LLC |
2026 Q1
|
5/4/2026 |
50
|
$270 M
|
| NICHOLAS COMPANY, INC. |
2026 Q1
|
5/4/2026 |
203
|
$5.1 B
|
| Montaka Global Pty Ltd |
2026 Q1
|
5/4/2026 |
21
|
$170 M
|
| BARRETT & COMPANY, INC. |
2026 Q1
|
5/4/2026 |
652
|
$290 M
|
| Tuttle Capital Management, LLC |
2026 Q1
|
5/4/2026 |
124
|
$61 M
|
| MFF Capital Investments Ltd |
2026 Q1
|
5/4/2026 |
19
|
$1.5 B
|
| Savant Capital, LLC |
2026 Q1
|
5/4/2026 |
1,500
|
$21 B
|
| FAGAN ASSOCIATES, INC. |
2026 Q1
|
5/4/2026 |
135
|
$720 M
|
| Brewster Financial Planning LLC |
2026 Q1
|
5/4/2026 |
26
|
$170 M
|
| Autumn Glory Partners, LLC |
2026 Q1
|
5/4/2026 |
329
|
$270 M
|
| King Wealth Management Group |
2026 Q1
|
5/4/2026 |
158
|
$800 M
|
| Moment Partners, LLC |
2026 Q1
|
5/4/2026 |
113
|
$560 M
|
| CORDA Investment Management, LLC. |
2026 Q1
|
5/4/2026 |
80
|
$1.4 B
|
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ |
2026 Q1
|
5/4/2026 |
20
|
$190 M
|
| SENTINEL WEALTH MANAGEMENT, INC. |
2026 Q1
|
5/4/2026 |
39
|
$130 M
|
| Brindle & Bay Financial Advisors, LLC |
2026 Q1
|
5/4/2026 |
67
|
$160 M
|
| Tradewinds, LLC. |
2026 Q1
|
5/4/2026 |
153
|
$310 M
|
| Paradiem, LLC |
2026 Q1
|
5/4/2026 |
70
|
$450 M
|
| Lifeworks Advisors, LLC |
2026 Q1
|
5/4/2026 |
297
|
$780 M
|
| Del-Sette Capital Management, LLC |
2026 Q1
|
5/4/2026 |
44
|
$170 M
|
| LINCOLN NATIONAL CORP |
2026 Q1
|
5/4/2026 |
19
|
$3.5 B
|
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY |
2026 Q1
|
5/4/2026 |
3,768
|
$13 B
|
| J. Safra Sarasin Holding AG |
2026 Q1
|
5/4/2026 |
1,297
|
$5.9 B
|
| Procyon Advisors, LLC |
2026 Q1
|
5/4/2026 |
584
|
$2.0 B
|
| Hibernia Wealth Partners, LLC |
2026 Q1
|
5/4/2026 |
196
|
$340 M
|
| INNEALTA CAPITAL, LLC |
2026 Q1
|
5/4/2026 |
75
|
$160 M
|
| Applied Finance Capital Management, LLC |
2026 Q1
|
5/4/2026 |
218
|
$1.3 B
|
| Essex Woodlands Management, Inc. |
2026 Q1
|
5/4/2026 |
5
|
$250 M
|
| Arbejdsmarkedets Tillaegspension |
2026 Q1
|
5/4/2026 |
169
|
$4.0 B
|
| AMF Tjanstepension AB |
2026 Q1
|
5/4/2026 |
117
|
$15 B
|
| TRIGLAV INVESTMENTS, D.O.O. |
2026 Q1
|
5/4/2026 |
166
|
$1.4 B
|
| Y.D. More Investments Ltd |
2026 Q1
|
5/4/2026 |
574
|
$2.6 B
|
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. |
2026 Q1
|
5/4/2026 |
26
|
$54 M
|
| Crystal Rock Capital Management |
2026 Q1
|
5/4/2026 |
32
|
$170 M
|
| BANK HAPOALIM BM |
2026 Q1
|
5/4/2026 |
117
|
$650 M
|
| Markel Group Inc. |
2026 Q1
|
5/1/2026 |
205
|
$12 B
|
| Vantage Investment Partners, LLC |
2026 Q1
|
5/1/2026 |
64
|
$1.4 B
|
| VALINOR MANAGEMENT, L.P. |
2026 Q1
|
5/1/2026 |
1
|
$0
|
| EQ WEALTH ADVISORS, LLC |
2026 Q1
|
5/1/2026 |
54
|
$170 M
|
| Premier Wealth Management W.L.L. |
2026 Q1
|
5/1/2026 |
1
|
$0
|
| Compass Financial Services Inc |
2026 Q1
|
5/1/2026 |
56
|
$230 M
|
| American Trust |
2026 Q1
|
5/1/2026 |
313
|
$1.1 B
|
| Signature Resources Capital Management, LLC |
2026 Q1
|
5/1/2026 |
664
|
$210 M
|
| Glass Wealth Management Co LLC |
2026 Q1
|
5/1/2026 |
67
|
$260 M
|
| Altium Capital Management LLC |
2026 Q1
|
5/1/2026 |
19
|
$42 M
|
| Sovran Advisors, LLC |
2026 Q1
|
5/1/2026 |
649
|
$1.3 B
|
| Rossmore Private Capital |
2026 Q1
|
5/1/2026 |
343
|
$1.1 B
|
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS |
2026 Q1
|
5/1/2026 |
1,755
|
$20 B
|
| GENERAL AMERICAN INVESTORS CO INC |
2026 Q1
|
5/1/2026 |
69
|
$1.5 B
|
| Wildcat Capital Management, LLC |
2026 Q1
|
5/1/2026 |
2
|
$110 M
|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
2026 Q1
|
5/1/2026 |
515
|
$7.3 B
|
| Riverview Trust Co |
2026 Q1
|
5/1/2026 |
220
|
$81 M
|
| CULLINAN ASSOCIATES INC |
2026 Q1
|
5/1/2026 |
207
|
$1.2 B
|
| Capital Squared Financial LLC |
2026 Q1
|
5/1/2026 |
85
|
$130 M
|
| CITIZENS FINANCIAL GROUP INC/RI |
2026 Q1
|
5/1/2026 |
1,041
|
$7.2 B
|
| Midwest Trust Co |
2026 Q1
|
5/1/2026 |
593
|
$8.0 B
|
| Greylock XIV GP LLC |
2026 Q1
|
5/1/2026 |
1
|
$1.2 B
|
| FIFTH THIRD BANCORP |
2026 Q1
|
5/1/2026 |
4,303
|
$55 B
|
| BANYAN CAPITAL MANAGEMENT, INC. |
2026 Q1
|
5/1/2026 |
55
|
$230 M
|
| Global Assets Advisory, LLC |
2026 Q1
|
5/1/2026 |
506
|
$350 M
|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
2026 Q1
|
5/1/2026 |
2,365
|
$1.4 B
|
| Trifecta Capital Advisors, LLC |
2026 Q1
|
5/1/2026 |
274
|
$650 M
|
| Anchor Investment Management, LLC |
2026 Q1
|
5/1/2026 |
1,067
|
$1.2 B
|
| Navigoe, LLC |
2026 Q1
|
5/1/2026 |
228
|
$170 M
|
| Castleview Partners, LLC |
2026 Q1
|
5/1/2026 |
200
|
$200 M
|
| Silver Oak Advisory Group, Inc. |
2026 Q1
|
5/1/2026 |
80
|
$230 M
|
| Arlington Capital Management, Inc. |
2026 Q1
|
5/1/2026 |
111
|
$180 M
|
| Associated Banc-Corp |
2026 Q1
|
5/1/2026 |
332
|
$3.8 B
|
| Keener Financial Planning LLC |
2026 Q1
|
5/1/2026 |
58
|
$240 M
|
| United Bank |
2026 Q1
|
5/1/2026 |
124
|
$300 M
|
| Strategic Wealth Advisors LLC |
2026 Q1
|
5/1/2026 |
267
|
$120 M
|
| ARQ WEALTH ADVISORS, LLC |
2026 Q1
|
5/1/2026 |
191
|
$550 M
|
| Financial Alternatives, Inc |
2026 Q1
|
5/1/2026 |
79
|
$190 M
|
| Towercrest Capital Management |
2026 Q1
|
5/1/2026 |
103
|
$640 M
|
| DIVERSIFY WEALTH MANAGEMENT, LLC |
2026 Q1
|
5/1/2026 |
1,174
|
$5.6 B
|
| AF Advisors, Inc. |
2026 Q1
|
5/1/2026 |
26
|
$180 M
|
| R. W. Roge & Company, Inc. |
2026 Q1
|
5/1/2026 |
66
|
$210 M
|
| PITTENGER & ANDERSON INC |
2026 Q1
|
5/1/2026 |
522
|
$2.5 B
|
| Valmark Advisers, Inc. |
2026 Q1
|
5/1/2026 |
677
|
$8.4 B
|
| Vestment Financial LLC |
2026 Q1
|
5/1/2026 |
42
|
$210 M
|