| CORRECT CAPITAL WEALTH MANAGEMENT |
2026 Q2
|
8/4/2026 |
108
|
$580 M
|
| AEW CAPITAL MANAGEMENT L P |
2026 Q2
|
8/4/2026 |
77
|
$1.7 B
|
| River Wealth Advisors LLC |
2026 Q2
|
8/4/2026 |
205
|
$870 M
|
| Addison Capital Co |
2026 Q2
|
8/4/2026 |
184
|
$610 M
|
| THOMA BRAVO, L.P. |
2026 Q2
|
8/4/2026 |
3
|
$7.3 B
|
| Copeland Capital Management, LLC |
2026 Q2
|
8/4/2026 |
443
|
$4.9 B
|
| SS&H Financial Advisors, Inc. |
2026 Q2
|
8/4/2026 |
130
|
$390 M
|
| S.E.E.D. Planning Group LLC |
2026 Q2
|
8/4/2026 |
88
|
$380 M
|
| BURLING WEALTH PARTNERS, LLC |
2026 Q2
|
8/4/2026 |
180
|
$680 M
|
| Redwood Family Wealth LLC |
2026 Q2
|
8/4/2026 |
110
|
$110 M
|
| Farrow Financial, Inc. |
2026 Q2
|
8/4/2026 |
55
|
$190 M
|
| Compass Financial Group, Inc. |
2026 Q2
|
8/4/2026 |
51
|
$240 M
|
| Rossby Financial, LCC |
2026 Q2
|
8/4/2026 |
2,144
|
$550 M
|
| 1900 WEALTH MANAGEMENT LLC |
2026 Q2
|
8/4/2026 |
312
|
$1.8 B
|
| TT Capital Management LLC |
2026 Q2
|
8/4/2026 |
77
|
$130 M
|
| PKS Advisory Services, LLC |
2026 Q2
|
8/4/2026 |
380
|
$630 M
|
| POLEN CAPITAL MANAGEMENT LLC |
2026 Q2
|
8/4/2026 |
219
|
$12 B
|
| Diversified Portfolios, Inc. |
2026 Q2
|
8/4/2026 |
201
|
$1.4 B
|
| Coral Wealth Management, LLC |
2026 Q2
|
8/4/2026 |
17
|
$120 M
|
| Florin Court Capital LLP |
2026 Q2
|
8/4/2026 |
27
|
$61 M
|
| RAELIPSKIE PARTNERSHIP |
2026 Q2
|
8/4/2026 |
124
|
$260 M
|
| Progressive Investment Management Corp |
2026 Q2
|
8/4/2026 |
56
|
$450 M
|
| Black Diamond Financial, LLC |
2026 Q2
|
8/4/2026 |
198
|
$1.1 B
|
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC |
2026 Q2
|
8/4/2026 |
203
|
$1.8 B
|
| MONEY CONCEPTS CAPITAL CORP |
2026 Q2
|
8/4/2026 |
633
|
$2.2 B
|
| SC&H Financial Advisors, Inc. |
2026 Q2
|
8/4/2026 |
160
|
$750 M
|
| Terra Nova Asset Management LLC |
2026 Q2
|
8/4/2026 |
93
|
$160 M
|
| Boston Partners |
2026 Q2
|
8/4/2026 |
1,850
|
$110 B
|
| waypoint wealth counsel |
2026 Q2
|
8/4/2026 |
222
|
$160 M
|
| RM Financial Services, LLC |
2026 Q2
|
8/4/2026 |
79
|
$130 M
|
| Financial Council, LLC |
2026 Q2
|
8/4/2026 |
106
|
$310 M
|
| Madden Advisory Services, Inc. |
2026 Q2
|
8/4/2026 |
110
|
$280 M
|
| Bedminster, LLC |
2026 Q2
|
8/4/2026 |
51
|
$120 M
|
| DJE Kapital AG |
2026 Q2
|
8/4/2026 |
124
|
$5.3 B
|
| Campbell Deegan Wealth Management, LLC |
2026 Q2
|
8/4/2026 |
56
|
$140 M
|
| SEB Asset Management AB |
2026 Q2
|
8/4/2026 |
700
|
$27 B
|
| Palisades Investment Partners, LLC |
2026 Q2
|
8/4/2026 |
53
|
$350 M
|
| PRAXIS INVESTMENT MANAGEMENT INC |
2026 Q2
|
8/4/2026 |
853
|
$1.9 B
|
| DAVIS-REA LTD. |
2026 Q2
|
8/4/2026 |
45
|
$350 M
|
| Blue Fin Capital, Inc. |
2026 Q2
|
8/4/2026 |
164
|
$690 M
|
| FDx Advisors, Inc. |
2026 Q2
|
8/4/2026 |
179
|
$330 M
|
| RPG Investment Advisory, LLC |
2026 Q2
|
8/4/2026 |
93
|
$970 M
|
| C WorldWide Group Holding A/S |
2026 Q2
|
8/4/2026 |
97
|
$4.1 B
|
| Indivisible Partners |
2026 Q2
|
8/4/2026 |
638
|
$1.8 B
|
| Paulson Wealth Management Inc. |
2026 Q2
|
8/4/2026 |
146
|
$470 M
|
| Park Avenue Institutional Advisers LLC |
2026 Q2
|
8/4/2026 |
2
|
$200 M
|
| Svenska Handelsbanken AB (publ) |
2026 Q2
|
8/4/2026 |
1
|
$0
|
| WealthTrak Capital Management LLC |
2026 Q2
|
8/4/2026 |
77
|
$150 M
|
| Ascentis Independent Advisors |
2026 Q2 - RESTATEMENT
|
8/4/2026 |
1,917
|
$37 M
|
| nVerses Capital, LLC |
2026 Q2
|
8/4/2026 |
281
|
$65 M
|
| Bauman Advisory Group, LLC |
2026 Q2
|
8/4/2026 |
81
|
$190 M
|
| State of New Jersey Common Pension Fund D |
2026 Q2
|
8/4/2026 |
1,718
|
$29 B
|
| Private Harbour Investment Management & Counsel, LLC |
2026 Q2
|
8/4/2026 |
36
|
$84 M
|
| Sendero Wealth Management, LLC |
2026 Q2
|
8/4/2026 |
330
|
$1.0 B
|
| ADE, LLC |
2026 Q2
|
8/4/2026 |
93
|
$240 M
|
| Values First Advisors, Inc. |
2026 Q2 - RESTATEMENT
|
8/4/2026 |
417
|
$220 M
|
| HFM Investment Advisors, LLC |
2026 Q2
|
8/4/2026 |
1,293
|
$290 M
|
| M&T Bank Corp |
2026 Q2
|
8/4/2026 |
14,601
|
$34 B
|
| Compound Planning, Inc. |
2026 Q2
|
8/4/2026 |
2,302
|
$3.8 B
|
| Van Diest Capital, LLC |
2026 Q2
|
8/4/2026 |
176
|
$110 M
|
| Partners Group Holding AG |
2026 Q2
|
8/4/2026 |
52
|
$1.5 B
|
| Summit Rock Advisors, LP |
2026 Q2
|
8/4/2026 |
3
|
$76 M
|
| S-Bank Fund Management Ltd |
2026 Q2
|
8/4/2026 |
249
|
$740 M
|
| Shade Tree Advisors LLC |
2026 Q2
|
8/4/2026 |
29
|
$170 M
|
| MEMBERS CAPITAL ADVISORS INC |
2026 Q2
|
8/4/2026 |
7
|
$120 M
|
| Essex Woodlands Management, Inc. |
2026 Q2
|
8/4/2026 |
5
|
$250 M
|
| Overlook Investments LP |
2026 Q2
|
8/4/2026 |
1
|
$160 M
|
| Overlook Investments LP |
2026 Q1
|
8/4/2026 |
2
|
$220 M
|
| TOYOTA MOTOR CORP/ |
2026 Q2
|
8/4/2026 |
3
|
$2.0 B
|
| GUARDCAP ASSET MANAGEMENT Ltd |
2026 Q2
|
8/4/2026 |
18
|
$1.4 B
|
| CHOREO, LLC |
2026 Q2
|
8/4/2026 |
1,690
|
$9.1 B
|
| ASO GROUP Ltd |
2026 Q2
|
8/3/2026 |
56
|
$240 M
|
| IvyRock Asset Management (HK) Ltd |
2026 Q2
|
8/3/2026 |
25
|
$180 M
|
| Symphony Financial, Ltd. Co. |
2026 Q2
|
8/3/2026 |
371
|
$910 M
|
| LightSquare Wealth Management, LLC |
2026 Q2
|
8/3/2026 |
104
|
$150 M
|
| St. Johns Investment Management Company, LLC |
2026 Q2
|
8/3/2026 |
201
|
$260 M
|
| RHL GROUP, LLC |
2026 Q2
|
8/3/2026 |
272
|
$120 M
|
| Virtus Family Office LLC |
2026 Q2
|
8/3/2026 |
62
|
$130 M
|
| HALLSTATT ADVISORS L.P. |
2026 Q2
|
8/3/2026 |
13
|
$140 M
|
| Platt Wealth Management LLC |
2026 Q2
|
8/3/2026 |
57
|
$120 M
|
| Warburton Capital Management, LLC |
2026 Q2
|
8/3/2026 |
75
|
$250 M
|
| SoundView Advisors Inc. |
2026 Q2
|
8/3/2026 |
32
|
$310 M
|
| One Degree Advisors Inc |
2026 Q2
|
8/3/2026 |
82
|
$450 M
|
| Silver Oak Advisory Group, Inc. |
2026 Q2
|
8/3/2026 |
86
|
$250 M
|
| VELA Investment Management, LLC |
2026 Q2
|
8/3/2026 |
167
|
$470 M
|
| Phoenix Wealth Advisors |
2026 Q2
|
8/3/2026 |
129
|
$300 M
|
| Carl P. Sherr & Co., LLC |
2026 Q2
|
8/3/2026 |
134
|
$240 M
|
| HOHIMER WEALTH MANAGEMENT, LLC |
2026 Q2
|
8/3/2026 |
402
|
$1.0 B
|
| R. W. Roge & Company, Inc. |
2026 Q2
|
8/3/2026 |
69
|
$240 M
|
| Firestone Capital Management |
2026 Q2
|
8/3/2026 |
168
|
$540 M
|
| Lester Murray Antman dba SimplyRich |
2026 Q2
|
8/3/2026 |
216
|
$430 M
|
| Eliot Finkel Investment Counsel, LLC |
2026 Q2
|
8/3/2026 |
33
|
$210 M
|
| Spectrum Asset Management, Inc. (NB/CA) |
2026 Q2
|
8/3/2026 |
130
|
$360 M
|
| Riverview Trust Co |
2026 Q2
|
8/3/2026 |
166
|
$84 M
|
| VAN STRUM & TOWNE INC. |
2026 Q2
|
8/3/2026 |
111
|
$370 M
|
| KEYNOTE FINANCIAL SERVICES LLC |
2026 Q2
|
8/3/2026 |
185
|
$210 M
|
| SMITH SHELLNUT WILSON LLC /ADV |
2026 Q2
|
8/3/2026 |
161
|
$270 M
|
| VAUGHAN & Co SECURITIES, INC. |
2026 Q2
|
8/3/2026 |
61
|
$210 M
|
| CHECK CAPITAL MANAGEMENT INC/CA |
2026 Q2
|
8/3/2026 |
67
|
$3.6 B
|
| CROBAN |
2026 Q2
|
8/3/2026 |
81
|
$230 M
|