| 71 West Capital Partners |
2026 Q2
|
8/4/2026 |
382
|
$2.9 B
|
| Texas County & District Retirement System |
2026 Q2
|
8/4/2026 |
1
|
$55 M
|
| Tribridge Partners Financial LLC |
2026 Q2
|
8/4/2026 |
82
|
$260 M
|
| CAPE ANN SAVINGS BANK |
2026 Q2
|
8/4/2026 |
113
|
$210 M
|
| Founders Financial Alliance, LLC |
2026 Q2
|
8/4/2026 |
779
|
$750 M
|
| Armor Investment Advisors, LLC |
2026 Q2
|
8/4/2026 |
155
|
$310 M
|
| First Nebraska Trust Co |
2010 Q2
|
8/4/2026 |
71
|
$180 M
|
| Checchi Capital Advisers, LLC |
2026 Q2
|
8/4/2026 |
609
|
$2.2 B
|
| Boulay Financial Advisors, LLC |
2026 Q2
|
8/4/2026 |
6
|
$1.1 B
|
| GraniteShares Advisors LLC |
2026 Q2
|
8/4/2026 |
90
|
$160 M
|
| Enterprise Financial Services Corp |
2026 Q2
|
8/4/2026 |
352
|
$240 M
|
| Cascade Financial Partners, LLC |
2026 Q2
|
8/4/2026 |
283
|
$1.2 B
|
| Petix & Botte Co |
2026 Q2
|
8/4/2026 |
144
|
$500 M
|
| FAGAN ASSOCIATES, INC. |
2026 Q2
|
8/4/2026 |
137
|
$810 M
|
| New England Private Wealth Advisors LLC |
2026 Q2
|
8/4/2026 |
205
|
$1.0 B
|
| Arrow Investment Advisors, LLC |
2026 Q2
|
8/4/2026 |
75
|
$100 M
|
| INVESTMENT PARTNERS, LTD. |
2026 Q2
|
8/4/2026 |
167
|
$320 M
|
| Joel Isaacson & Co., LLC |
2026 Q2
|
8/4/2026 |
482
|
$3.5 B
|
| AKUNA SECURITIES LLC |
2026 Q2
|
8/4/2026 |
36
|
$36 B
|
| Veritas Asset Management LLP |
2026 Q2
|
8/4/2026 |
21
|
$5.6 B
|
| McAdam, LLC |
2026 Q2
|
8/4/2026 |
526
|
$2.6 B
|
| SP Asset Management LLC |
2026 Q2
|
8/4/2026 |
137
|
$1.2 B
|
| VALLEY WEALTH MANAGERS, INC. |
2026 Q2
|
8/4/2026 |
534
|
$1.7 B
|
| PIER 88 INVESTMENT PARTNERS LLC |
2026 Q2
|
8/4/2026 |
110
|
$420 M
|
| MMA ASSET MANAGEMENT LLC |
2026 Q2
|
8/4/2026 |
181
|
$310 M
|
| ADELL HARRIMAN & CARPENTER INC |
2026 Q2
|
8/4/2026 |
158
|
$2.0 B
|
| Broyhill Asset Management, LLC |
2026 Q2 - RESTATEMENT
|
8/4/2026 |
77
|
$110 M
|
| CORE WEALTH ADVISORS, LLC |
2026 Q2
|
8/4/2026 |
35
|
$140 M
|
| Fairman Group, LLC |
2026 Q2
|
8/4/2026 |
333
|
$130 M
|
| NAVELLIER & ASSOCIATES INC |
2026 Q2
|
8/4/2026 |
322
|
$1.3 B
|
| Seven Springs Wealth Group, LLC |
2026 Q2
|
8/4/2026 |
85
|
$460 M
|
| Vawter Financial, Ltd. |
2026 Q1 - RESTATEMENT
|
8/4/2026 |
122
|
$240 M
|
| Tannin Capital LLC |
2026 Q2
|
8/4/2026 |
169
|
$150 M
|
| Grand Central Investment Group |
2026 Q2
|
8/4/2026 |
40
|
$120 M
|
| Vawter Financial, Ltd. |
2025 Q4 - RESTATEMENT
|
8/4/2026 |
118
|
$240 M
|
| Attestor Capital Ltd |
2026 Q2
|
8/4/2026 |
5
|
$350 M
|
| Huntleigh Advisors, Inc. |
2026 Q2
|
8/4/2026 |
303
|
$710 M
|
| Commerce Advisors, LLC |
2026 Q2
|
8/4/2026 |
128
|
$180 M
|
| Wescott Financial Advisory Group, LLC |
2026 Q2
|
8/4/2026 |
216
|
$1.3 B
|
| Berger Financial Group, Inc |
2026 Q2
|
8/4/2026 |
486
|
$2.0 B
|
| Viewpoint Capital Management LLC |
2026 Q2
|
8/4/2026 |
120
|
$200 M
|
| LANDESBANK BADEN-WUERTTEMBERG |
2026 Q2
|
8/4/2026 |
6
|
$270 M
|
| RedJay Asset Management Inc. |
2026 Q2
|
8/4/2026 |
1
|
$0
|
| LeClair Wealth Partners LLC |
2026 Q2
|
8/4/2026 |
132
|
$190 M
|
| Gimbal Financial |
2026 Q2
|
8/4/2026 |
56
|
$160 M
|
| INNEALTA CAPITAL, LLC |
2026 Q2
|
8/4/2026 |
91
|
$190 M
|
| Beaumont Financial Advisors, LLC |
2026 Q2
|
8/4/2026 |
383
|
$1.6 B
|
| Blue Sky Capital Consultants Group, Inc. |
2026 Q2
|
8/4/2026 |
74
|
$230 M
|
| Vawter Financial, Ltd. |
2025 Q3 - RESTATEMENT
|
8/4/2026 |
118
|
$220 M
|
| Banco de Sabadell, S.A |
2026 Q2
|
8/4/2026 |
61
|
$170 M
|
| Vawter Financial, Ltd. |
2025 Q2 - RESTATEMENT
|
8/4/2026 |
23
|
$8.9 M
|
| Signal Advisors Wealth, LLC |
2026 Q2
|
8/4/2026 |
630
|
$2.0 B
|
| LOM Asset Management Ltd |
2026 Q2
|
8/4/2026 |
279
|
$390 M
|
| NORTHLAND SECURITIES, INC. |
2026 Q2
|
8/4/2026 |
123
|
$170 M
|
| Daybright Advisory Services, Inc. |
2026 Q2
|
8/4/2026 |
145
|
$420 M
|
| Brooklyn FI, LLC |
2026 Q2
|
8/4/2026 |
434
|
$550 M
|
| Fisher Asset Management, LLC |
2026 Q2
|
8/4/2026 |
1,037
|
$340 B
|
| Noble Family Wealth, LLC |
2026 Q2
|
8/4/2026 |
74
|
$560 M
|
| GFS Advisors, LLC |
2026 Q2
|
8/4/2026 |
266
|
$950 M
|
| Gordian Advisors LLC |
2026 Q2
|
8/4/2026 |
65
|
$170 M
|
| PRINCIPAL SECURITIES, INC. |
2026 Q2
|
8/4/2026 |
1,539
|
$8.3 B
|
| CHESAPEAKE ASSET MANAGEMENT LLC |
2026 Q2
|
8/4/2026 |
376
|
$130 M
|
| Evansbrook LLC |
2026 Q2
|
8/4/2026 |
127
|
$170 M
|
| MISHPACHA HOLDINGS CORP |
2026 Q2
|
8/4/2026 |
5
|
$270 M
|
| Aspen Capital Management, LLC |
2026 Q2
|
8/4/2026 |
83
|
$450 M
|
| SPEECE THORSON CAPITAL GROUP INC |
2026 Q2
|
8/4/2026 |
37
|
$470 M
|
| Ramsay, Stattman, Vela & Price, Inc. |
2026 Q2
|
8/4/2026 |
84
|
$560 M
|
| Jacksonville Wealth Management, LLC |
2026 Q2
|
8/4/2026 |
76
|
$180 M
|
| CHANNEL WEALTH LLC |
2026 Q2
|
8/4/2026 |
188
|
$450 M
|
| Provident Wealth Management, LLC |
2026 Q2
|
8/4/2026 |
161
|
$390 M
|
| ATLANTIC FAMILY WEALTH, LLC |
2026 Q2
|
8/4/2026 |
64
|
$160 M
|
| CHILTON CAPITAL MANAGEMENT LLC |
2026 Q2
|
8/4/2026 |
592
|
$3.2 B
|
| Seafarer Capital Partners, LLC |
2026 Q2
|
8/4/2026 |
9
|
$430 M
|
| River Wealth Advisors LLC |
2026 Q2 - RESTATEMENT
|
8/4/2026 |
217
|
$960 M
|
| BCGM Wealth Management, LLC |
2026 Q2
|
8/4/2026 |
182
|
$470 M
|
| Pacific Life Fund Advisors LLC |
2026 Q2
|
8/4/2026 |
27
|
$910 M
|
| Gateway Wealth Partners, LLC |
2026 Q2
|
8/4/2026 |
751
|
$1.7 B
|
| Independent Order of Foresters |
2026 Q2
|
8/4/2026 |
2
|
$100 M
|
| SmartHarvest Portfolios, LLC |
2026 Q2
|
8/4/2026 |
461
|
$310 M
|
| Strategic Value Partners, LLC |
2026 Q2
|
8/4/2026 |
1
|
$170 M
|
| WIN ADVISORS, INC |
2026 Q2
|
8/4/2026 |
75
|
$280 M
|
| OKABENA INVESTMENT SERVICES INC |
2026 Q2
|
8/4/2026 |
145
|
$560 M
|
| Suncoast Equity Management |
2026 Q2
|
8/4/2026 |
63
|
$800 M
|
| Steadview Capital Management LLC |
2026 Q2
|
8/4/2026 |
14
|
$330 M
|
| 46 Peaks LLC |
2026 Q2
|
8/4/2026 |
30
|
$160 M
|
| TD Asset Management Inc |
2026 Q2
|
8/4/2026 |
1,241
|
$120 B
|
| Boomfish Wealth Group, LLC |
2026 Q2
|
8/4/2026 |
95
|
$220 M
|
| Strive Financial Group ,LLC |
2026 Q2
|
8/4/2026 |
889
|
$230 M
|
| Blueprint Investment Partners LLC |
2026 Q2
|
8/4/2026 |
159
|
$1.2 B
|
| LEUTHOLD GROUP, LLC |
2026 Q2
|
8/4/2026 |
237
|
$1.0 B
|
| CAPITAL CITY TRUST CO/FL |
2026 Q2
|
8/4/2026 |
211
|
$480 M
|
| Medicxi Ventures Management (Jersey) Ltd |
2026 Q2
|
8/4/2026 |
3
|
$180 M
|
| Cryder Capital Partners LLP |
2026 Q2
|
8/4/2026 |
10
|
$1.6 B
|
| Summerhill Capital Management lnc. |
2026 Q2
|
8/4/2026 |
18
|
$130 M
|
| Nicholas Hoffman & Company, LLC. |
2026 Q2
|
8/4/2026 |
344
|
$4.7 B
|
| KESTREL INVESTMENT MANAGEMENT CORP |
2026 Q2
|
8/4/2026 |
40
|
$180 M
|
| HERITAGE INVESTORS MANAGEMENT CORP |
2026 Q2
|
8/4/2026 |
257
|
$3.6 B
|
| TODD ASSET MANAGEMENT LLC |
2026 Q2
|
8/4/2026 |
265
|
$5.6 B
|
| Journey Advisory Group, LLC |
2026 Q2
|
8/4/2026 |
282
|
$1.3 B
|
| Aerodigm Wealth, LLC |
2026 Q2
|
8/4/2026 |
90
|
$300 M
|