| GABLES CAPITAL MANAGEMENT INC. |
2026 Q1
|
5/1/2026 |
472
|
$240 M
|
| Clientfirst Wealth Management, LLC |
2026 Q1
|
5/1/2026 |
50
|
$120 M
|
| SFE Investment Counsel |
2026 Q1
|
5/1/2026 |
143
|
$630 M
|
| Carnegie Investment Counsel |
2026 Q1
|
5/1/2026 |
559
|
$5.1 B
|
| Merrithew & Thorsten Inc |
2026 Q1
|
5/1/2026 |
122
|
$110 M
|
| UNIVEST FINANCIAL Corp |
2026 Q1
|
5/1/2026 |
444
|
$1.8 B
|
| Kaizen Financial Strategies |
2026 Q1
|
5/1/2026 |
174
|
$240 M
|
| Welch & Forbes LLC |
2026 Q1
|
5/1/2026 |
368
|
$7.7 B
|
| 180 WEALTH ADVISORS, LLC |
2026 Q1
|
5/1/2026 |
472
|
$880 M
|
| Seneca House Advisors |
2026 Q1
|
5/1/2026 |
96
|
$250 M
|
| Seaside Wealth Management, Inc. |
2026 Q1
|
5/1/2026 |
65
|
$360 M
|
| Lincoln Capital LLC |
2026 Q1
|
5/1/2026 |
135
|
$530 M
|
| Luminvest Wealth Management LLC |
2026 Q1
|
5/1/2026 |
55
|
$380 M
|
| CASTLE WEALTH MANAGEMENT LLC |
2026 Q1
|
5/1/2026 |
132
|
$310 M
|
| S. R. Schill & Associates |
2026 Q1
|
5/1/2026 |
29
|
$150 M
|
| Summit Financial Strategies, Inc. |
2026 Q1
|
5/1/2026 |
170
|
$1.3 B
|
| DROMS STRAUSS ADVISORS INC /MO/ /ADV |
2026 Q1
|
5/1/2026 |
77
|
$380 M
|
| Ball & Co Wealth Management Inc. |
2026 Q1
|
5/1/2026 |
80
|
$120 M
|
| Oakwell Private Wealth Management, LLC |
2026 Q1
|
5/1/2026 |
79
|
$560 M
|
| Sachetta, LLC |
2026 Q1
|
5/1/2026 |
1,274
|
$180 M
|
| BCR Wealth Strategies, LLC |
2026 Q1
|
5/1/2026 |
36
|
$320 M
|
| FINANCIAL COUNSELORS INC |
2026 Q1
|
5/1/2026 |
12
|
$71 M
|
| 46 Peaks LLC |
2026 Q1
|
5/1/2026 |
21
|
$140 M
|
| WealthShield Partners, LLC |
2026 Q1
|
5/1/2026 |
609
|
$900 M
|
| WASHBURN CAPITAL MANAGEMENT, INC. |
2026 Q1
|
5/1/2026 |
56
|
$170 M
|
| Capital Today Evergreen Fund, L.P. |
2026 Q1
|
5/1/2026 |
3
|
$170 M
|
| TSA Wealth Managment LLC |
2026 Q1
|
5/1/2026 |
105
|
$310 M
|
| U S GLOBAL INVESTORS INC |
2026 Q1
|
5/1/2026 |
162
|
$860 M
|
| Darwin Wealth Management, LLC |
2026 Q1
|
5/1/2026 |
604
|
$320 M
|
| Van Cleef Asset Management,Inc |
2026 Q1
|
5/1/2026 |
118
|
$930 M
|
| Financial Connections Group, Inc. |
2026 Q1
|
5/1/2026 |
251
|
$290 M
|
| ADVISORS MANAGEMENT GROUP INC /ADV |
2026 Q1
|
5/1/2026 |
158
|
$550 M
|
| Farrow Financial, Inc. |
2026 Q1
|
5/1/2026 |
53
|
$180 M
|
| Torray Investment Partners LLC |
2026 Q1
|
5/1/2026 |
88
|
$680 M
|
| ACCOUNT MANAGEMENT LLC |
2026 Q1
|
5/1/2026 |
23
|
$91 M
|
| DUMAC, INC. |
2026 Q1
|
5/1/2026 |
10
|
$820 M
|
| Warburton Capital Management, LLC |
2026 Q1
|
5/1/2026 |
68
|
$210 M
|
| Triton Wealth Management, PLLC |
2026 Q1
|
5/1/2026 |
124
|
$270 M
|
| J. Derek Lewis & Associates Inc. |
2026 Q1
|
5/1/2026 |
206
|
$430 M
|
| SoundView Advisors Inc. |
2026 Q1
|
5/1/2026 |
31
|
$280 M
|
| Granite Bay Wealth Management, LLC |
2026 Q1
|
5/1/2026 |
94
|
$470 M
|
| PineStone Asset Management Inc. |
2026 Q1
|
5/1/2026 |
44
|
$14 B
|
| Forvis Mazars Wealth Advisors, LLC |
2026 Q1
|
5/1/2026 |
399
|
$5.3 B
|
| BCK CAPITAL MANAGEMENT LP |
2026 Q1
|
5/1/2026 |
21
|
$23 M
|
| Elwood & Goetz Wealth Advisory Group, LLC |
2026 Q1
|
5/1/2026 |
138
|
$590 M
|
| One Degree Advisors Inc |
2026 Q1
|
5/1/2026 |
72
|
$380 M
|
| MOKAN Wealth Management Inc. |
2026 Q1
|
5/1/2026 |
109
|
$230 M
|
| Citizens Business Bank |
2026 Q1
|
5/1/2026 |
229
|
$610 M
|
| Avion Wealth |
2026 Q1
|
5/1/2026 |
1,558
|
$480 M
|
| Pacific Life Fund Advisors LLC |
2026 Q1
|
5/1/2026 |
21
|
$870 M
|
| Persium Advisors, LLC |
2026 Q1
|
5/1/2026 |
60
|
$130 M
|
| IDG-Accel China Capital GP II Associates Ltd. |
2026 Q1
|
5/1/2026 |
1
|
$30 M
|
| FINANCIAL ADVISORY PARTNERS, LLC |
2026 Q1
|
5/1/2026 |
66
|
$350 M
|
| IDG-Accel China Capital II Associates L.P. |
2026 Q1
|
5/1/2026 |
1
|
$670 M
|
| IDG China Capital Fund III Associates L.P. |
2026 Q1
|
5/1/2026 |
2
|
$870 M
|
| IDG China Capital Fund GP III Associates Ltd. |
2026 Q1
|
5/1/2026 |
2
|
$110 M
|
| Heronetta Management, L.P. |
2026 Q1
|
5/1/2026 |
16
|
$110 M
|
| IDG China Venture Capital Fund V Associates L.P. |
2026 Q1
|
5/1/2026 |
1
|
$130 M
|
| Lester Murray Antman dba SimplyRich |
2026 Q1
|
5/1/2026 |
233
|
$390 M
|
| IDG China Venture Capital Fund IV Associates L.P. |
2026 Q1
|
5/1/2026 |
4
|
$220 M
|
| First Business Financial Services, Inc. |
2026 Q1
|
5/1/2026 |
192
|
$1.1 B
|
| Cosner Financial Group, LLC |
2026 Q1
|
5/1/2026 |
34
|
$180 M
|
| Lodestone Wealth Management LLC |
2026 Q1 - RESTATEMENT
|
5/1/2026 |
832
|
$250 M
|
| Platt Wealth Management LLC |
2026 Q1
|
5/1/2026 |
50
|
$100 M
|
| ARIZONA STATE RETIREMENT SYSTEM |
2026 Q1
|
5/1/2026 |
2,051
|
$17 B
|
| NATURAL INVESTMENTS, LLC |
2026 Q1
|
5/1/2026 |
288
|
$410 M
|
| Concord Wealth Partners |
2026 Q1
|
5/1/2026 |
207
|
$770 M
|
| Martel Wealth Advisors LLC |
2026 Q1
|
5/1/2026 |
73
|
$590 M
|
| Slagle Financial, LLC |
2026 Q1
|
5/1/2026 |
121
|
$300 M
|
| Kohmann Bosshard Financial Services, LLC |
2026 Q1 - RESTATEMENT
|
5/1/2026 |
209
|
$1.0 B
|
| Wealthspire Advisors, LLC |
2026 Q1
|
5/1/2026 |
932
|
$13 B
|
| Evolution Advisers, Inc. |
2026 Q1
|
5/1/2026 |
162
|
$240 M
|
| Lodestone Wealth Management LLC |
2026 Q1
|
5/1/2026 |
832
|
$250 M
|
| Summit Place Financial Advisors, LLC |
2026 Q1
|
5/1/2026 |
106
|
$210 M
|
| First Fiduciary Investment Counsel, Inc. |
2026 Q1
|
5/1/2026 |
66
|
$500 M
|
| Mowery & Schoenfeld Wealth Management, LLC |
2026 Q1
|
5/1/2026 |
357
|
$65 M
|
| Hills Bank & Trust Co |
2026 Q1
|
5/1/2026 |
525
|
$2.1 B
|
| Monetary Solutions, Ltd |
2026 Q1
|
5/1/2026 |
318
|
$100 M
|
| Smart Portfolios, LLC |
2026 Q1
|
5/1/2026 |
99
|
$100 M
|
| Wingate Wealth Advisors, Inc. |
2026 Q1
|
5/1/2026 |
121
|
$190 M
|
| Guardian Wealth Advisors, LLC |
2026 Q1
|
5/1/2026 |
64
|
$170 M
|
| PATTEN & PATTEN INC/TN |
2026 Q1
|
5/1/2026 |
338
|
$1.7 B
|
| Rakuten Securities, Inc. |
2026 Q1
|
5/1/2026 |
879
|
$240 M
|
| Steadview Capital Management LLC |
2026 Q1
|
5/1/2026 |
12
|
$230 M
|
| MILLER WEALTH ADVISORS, LLC |
2026 Q1
|
5/1/2026 |
117
|
$260 M
|
| CMG Global Holdings, LLC |
2026 Q1
|
5/1/2026 |
96
|
$210 M
|
| Savoir Faire Capital Management, L.P. |
2026 Q1
|
5/1/2026 |
44
|
$170 M
|
| FDx Advisors, Inc. |
2026 Q1
|
5/1/2026 |
183
|
$310 M
|
| Concord Asset Management, LLC/VA |
2026 Q1
|
5/1/2026 |
117
|
$590 M
|
| New Republic Capital, LLC |
2026 Q1
|
5/1/2026 |
312
|
$300 M
|
| NORTHCAPE WEALTH MANAGEMENT, LLC |
2026 Q1
|
5/1/2026 |
141
|
$370 M
|
| Strategic Financial Partners, Ltd. |
2026 Q1
|
5/1/2026 |
81
|
$230 M
|
| Blume Capital Management, Inc. |
2026 Q1
|
5/1/2026 |
337
|
$590 M
|
| CAMPBELL CAPITAL MANAGEMENT INC |
2026 Q1
|
5/1/2026 |
31
|
$210 M
|
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV |
2026 Q1
|
5/1/2026 |
98
|
$110 M
|
| General Electric Co |
2026 Q1
|
5/1/2026 |
2
|
$310 M
|
| FOURPATH CAPITAL MANAGEMENT, LLC |
2026 Q1
|
5/1/2026 |
218
|
$700 M
|
| Liquid Strategies, LLC |
2026 Q1
|
5/1/2026 |
9
|
$470 M
|
| Maj Invest Holding A/S |
2026 Q1
|
5/1/2026 |
38
|
$2.3 B
|
| CenterStar Asset Management, LLC |
2026 Q1
|
5/1/2026 |
464
|
$800 M
|