| ROBINSON SMITH WEALTH ADVISORS LLC |
2026 Q1
|
4/30/2026 |
84
|
$150 M
|
| Hegarty Advisors, LLC |
2026 Q1
|
4/30/2026 |
57
|
$130 M
|
| AlphaQuest LLC |
2026 Q1
|
4/30/2026 |
1
|
$0
|
| SkyOak Wealth, LLC |
2026 Q1
|
4/30/2026 |
255
|
$550 M
|
| Millstone Evans Group, LLC |
2026 Q1
|
4/30/2026 |
856
|
$170 M
|
| GRIFFIN ASSET MANAGEMENT, INC. |
2026 Q1
|
4/30/2026 |
228
|
$890 M
|
| Naria Inc. |
2026 Q1
|
4/30/2026 |
1
|
$560 M
|
| Team Hewins, LLC |
2026 Q1
|
4/30/2026 |
41
|
$340 M
|
| BEACON FINANCIAL GROUP |
2026 Q1
|
4/30/2026 |
348
|
$1.0 B
|
| GENWORTH FINANCIAL INC |
2026 Q1
|
4/30/2026 |
2
|
$430 M
|
| Forza Wealth Management, LLC |
2026 Q1
|
4/30/2026 |
188
|
$290 M
|
| AlpenGlobal Capital LLC |
2026 Q1
|
4/30/2026 |
36
|
$160 M
|
| Warm Springs Advisors Inc. |
2026 Q1
|
4/30/2026 |
48
|
$120 M
|
| First Citizens Asset Management, Inc. |
2022 Q4 - RESTATEMENT
|
4/30/2026 |
45
|
$180 M
|
| OMC Financial Services LTD |
2026 Q1
|
4/30/2026 |
64
|
$260 M
|
| KLCM Advisors, Inc. |
2026 Q1
|
4/30/2026 |
282
|
$1.2 B
|
| CORRADO ADVISORS, LLC |
2026 Q1
|
4/30/2026 |
115
|
$190 M
|
| ARBOR CAPITAL MANAGEMENT INC /ADV |
2026 Q1
|
4/30/2026 |
101
|
$120 M
|
| BLODGETT WEALTH ADVISORS, LLC |
2026 Q1
|
4/30/2026 |
64
|
$130 M
|
| Paladin Advisory Group, LLC |
2026 Q1
|
4/30/2026 |
241
|
$130 M
|
| KORNITZER CAPITAL MANAGEMENT INC /KS |
2026 Q1
|
4/30/2026 |
505
|
$4.6 B
|
| Cedar Mountain Advisors, LLC |
2026 Q1
|
4/30/2026 |
1,152
|
$510 M
|
| Diversified Investment Strategies, LLC |
2026 Q1
|
4/30/2026 |
55
|
$160 M
|
| William Howard & Co Financial Advisors Inc |
2026 Q1
|
4/30/2026 |
54
|
$120 M
|
| STONEBRIDGE ADVISORS LLC |
2026 Q1
|
4/30/2026 |
2
|
$85 M
|
| Relyea Zuckerberg Hanson LLC |
2026 Q1
|
4/30/2026 |
276
|
$990 M
|
| Summa Corp. |
2026 Q1
|
4/30/2026 |
83
|
$240 M
|
| Fulcrum Capital LLC |
2026 Q1
|
4/30/2026 |
|
$0
|
| ARGA Investment Management, LP |
2026 Q1
|
4/30/2026 |
109
|
$3.0 B
|
| Beirne Wealth Consulting Services, LLC |
2026 Q1
|
4/30/2026 |
105
|
$350 M
|
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/30/2026 |
136
|
$340 M
|
| Stegner Investment Associates Inc. |
2026 Q1
|
4/30/2026 |
29
|
$180 M
|
| Verdence Capital Advisors LLC |
2026 Q1
|
4/30/2026 |
653
|
$1.7 B
|
| TITLEIST ASSET MANAGEMENT, LLC |
2026 Q1
|
4/30/2026 |
396
|
$1.3 B
|
| PRIVATE TRUST CO NA |
2026 Q1
|
4/30/2026 |
2,614
|
$1.1 B
|
| Shakespeare Wealth Management, LLC |
2026 Q1
|
4/30/2026 |
100
|
$420 M
|
| Socha Financial Group, LLC |
2026 Q1
|
4/30/2026 |
14
|
$200 M
|
| Owen LaRue, LLC |
2026 Q1
|
4/30/2026 |
128
|
$260 M
|
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC |
2026 Q1
|
4/30/2026 |
178
|
$590 M
|
| Prepared Retirement Institute LLC |
2026 Q1
|
4/30/2026 |
79
|
$200 k
|
| BAYPOINTE PARTNERS LLC |
2026 Q1
|
4/30/2026 |
20
|
$73 M
|
| Candriam S.C.A. |
2026 Q1
|
4/30/2026 |
692
|
$19 B
|
| LRI Investments, LLC |
2026 Q1
|
4/30/2026 |
1,826
|
$1.1 B
|
| Simplicity Wealth,LLC |
2026 Q1
|
4/30/2026 |
748
|
$1.8 B
|
| Candriam S.C.A. |
2025 Q4 - RESTATEMENT
|
4/30/2026 |
685
|
$20 B
|
| Beacon Harbor Wealth Advisors, Inc. |
2026 Q1
|
4/30/2026 |
71
|
$480 M
|
| ACR Alpine Capital Research, LLC |
2026 Q1
|
4/30/2026 |
67
|
$6.7 B
|
| CONNING INC. |
2026 Q1
|
4/30/2026 |
311
|
$3.0 B
|
| Barnett & Company, Inc. |
2026 Q1
|
4/30/2026 |
88
|
$130 M
|
| Petix & Botte Co |
2026 Q1
|
4/30/2026 |
272
|
$450 M
|
| Sequoia Financial Advisors, LLC |
2026 Q1
|
4/30/2026 |
1,921
|
$18 B
|
| Independence Bank of Kentucky |
2026 Q1
|
4/30/2026 |
623
|
$790 M
|
| Mascoma Wealth Management LLC |
2026 Q1
|
4/30/2026 |
515
|
$480 M
|
| WealthCare Asset Management, LLC |
2026 Q1
|
4/30/2026 |
32
|
$94 M
|
| VILLERE ST DENIS J & CO LLC |
2026 Q1
|
4/30/2026 |
76
|
$910 M
|
| Myriad Asset Management Advisors LLC |
2026 Q1
|
4/30/2026 |
47
|
$340 M
|
| Nippon Life Global Investors Americas, Inc. |
2026 Q1
|
4/30/2026 |
106
|
$2.2 B
|
| Cromwell Holdings LLC |
2026 Q1
|
4/30/2026 |
1,523
|
$180 M
|
| Fortune Financial Advisors, LLC |
2026 Q1
|
4/30/2026 |
148
|
$200 M
|
| Sollinda Capital Management LLC |
2026 Q1
|
4/30/2026 |
76
|
$410 M
|
| RED CEDAR INVESTMENT MANAGEMENT, LLC |
2026 Q1
|
4/30/2026 |
92
|
$960 M
|
| Nuveen, LLC |
2026 Q1
|
4/30/2026 |
7,665
|
$370 B
|
| DONALDSON CAPITAL MANAGEMENT, LLC |
2026 Q1
|
4/30/2026 |
235
|
$3.1 B
|
| ASR Vermogensbeheer N.V. |
2026 Q1
|
4/30/2026 |
532
|
$8.5 B
|
| ETF Store, Inc. |
2026 Q1
|
4/30/2026 |
100
|
$100 M
|
| AMANSA CAPITAL PTE. LTD. |
2026 Q1
|
4/30/2026 |
2
|
$190 M
|
| OAK RIDGE INVESTMENTS LLC |
2026 Q1
|
4/30/2026 |
181
|
$1.5 B
|
| Henson-Edgewater Management, LLC |
2026 Q1
|
4/30/2026 |
66
|
$160 M
|
| Sompo Asset Management Co., Ltd. |
2026 Q1
|
4/30/2026 |
180
|
$540 M
|
| COLTON GROOME FINANCIAL ADVISORS, LLC |
2026 Q1
|
4/30/2026 |
137
|
$350 M
|
| Wilmington Savings Fund Society, FSB |
2026 Q1
|
4/30/2026 |
2,009
|
$4.2 B
|
| MMBG INVESTMENT ADVISORS CO. |
2026 Q1
|
4/30/2026 |
172
|
$1.1 B
|
| Selective Wealth Management, Inc. |
2026 Q1
|
4/30/2026 |
120
|
$340 M
|
| Hyposwiss Advisors SA |
2026 Q1
|
4/30/2026 |
112
|
$100 M
|
| Core Alternative Capital |
2026 Q1
|
4/30/2026 |
205
|
$340 M
|
| VUB Generali dochodkova spravcovska spolocnost, a.s. |
2026 Q1
|
4/30/2026 |
91
|
$130 M
|
| Rockline Wealth Management, LLC |
2026 Q1
|
4/30/2026 |
108
|
$460 M
|
| LECAP ASSET MANAGEMENT LTD |
2026 Q1
|
4/30/2026 |
267
|
$270 M
|
| Acorn Wealth Advisors, LLC |
2026 Q1
|
4/30/2026 |
264
|
$340 M
|
| Left Brain Wealth Management, LLC |
2026 Q1
|
4/30/2026 |
80
|
$250 M
|
| Madison Wealth Partners, Inc |
2026 Q1
|
4/30/2026 |
220
|
$630 M
|
| LANDAAS & CO /WI /ADV |
2026 Q1
|
4/30/2026 |
130
|
$460 M
|
| Groupe des Assurances du Credit Mutuel |
2026 Q1
|
4/30/2026 |
5
|
$200 M
|
| Arista Wealth Management, LLC |
2026 Q1
|
4/30/2026 |
253
|
$820 M
|
| PRIMORIS WEALTH ADVISORS, LLC |
2026 Q1
|
4/30/2026 |
96
|
$140 M
|
| Alessandra Capital Management, LLC |
2026 Q1
|
4/30/2026 |
112
|
$120 M
|
| Alessandra Capital Management, LLC |
2025 Q4
|
4/30/2026 |
104
|
$110 M
|
| Cohalo Advisory LLC |
2026 Q1
|
4/30/2026 |
13
|
$1.4 M
|
| Indivisible Partners |
2026 Q1
|
4/30/2026 |
482
|
$1.1 B
|
| Manske Wealth Management |
2026 Q1
|
4/30/2026 |
215
|
$360 M
|
| CarsonAllaria Wealth Management, Ltd. |
2026 Q1
|
4/30/2026 |
69
|
$200 M
|
| COMMONS CAPITAL, LLC |
2026 Q1
|
4/30/2026 |
85
|
$120 M
|
| Kailix Advisors LLC |
2026 Q1
|
4/30/2026 |
10
|
$110 M
|
| Guided Capital Wealth Management, LLC |
2026 Q1
|
4/30/2026 |
34
|
$150 M
|
| Csenge Advisory Group |
2026 Q1
|
4/30/2026 |
747
|
$2.2 B
|
| Stablepoint Partners, LLC |
2026 Q1
|
4/30/2026 |
260
|
$670 M
|
| Beacon Capital Management, Inc. |
2026 Q1
|
4/30/2026 |
57
|
$1.8 B
|
| Legacy Financial Advisors, Inc. |
2026 Q1
|
4/30/2026 |
404
|
$720 M
|
| DARA CAPITAL US, INC. |
2026 Q1
|
4/30/2026 |
119
|
$110 M
|
| Mn Services Vermogensbeheer B.V. |
2026 Q1
|
4/30/2026 |
430
|
$15 B
|