| CASTLE WEALTH MANAGEMENT LLC |
2026 Q2
|
7/31/2026 |
143
|
$340 M
|
| Harfst & Associates, Inc. |
2026 Q2
|
7/31/2026 |
124
|
$640 M
|
| Simmons Bank |
2026 Q2
|
7/31/2026 |
832
|
$1.8 B
|
| Jacobi Capital Management LLC |
2026 Q2
|
7/31/2026 |
644
|
$2.0 B
|
| Linscomb Wealth, Inc. |
2026 Q2
|
7/31/2026 |
311
|
$2.3 B
|
| CAMBIAR INVESTORS LLC |
2026 Q2
|
7/31/2026 |
150
|
$2.3 B
|
| West Tower Group, LLC |
2026 Q2
|
7/31/2026 |
47
|
$36 M
|
| Garde Capital, Inc. |
2026 Q2
|
7/31/2026 |
252
|
$2.2 B
|
| NATURAL INVESTMENTS, LLC |
2026 Q2
|
7/31/2026 |
301
|
$460 M
|
| Markel Group Inc. |
2026 Q2
|
7/31/2026 |
205
|
$13 B
|
| Lakeshore Capital Group, Inc. |
2026 Q2
|
7/31/2026 |
89
|
$140 M
|
| Bannerstone Capital Management, LLC |
2026 Q2
|
7/31/2026 |
113
|
$120 M
|
| Belvedere Trading LLC |
2026 Q2
|
7/31/2026 |
1,038
|
$88 B
|
| Evergreen Wealth Management, LLC |
2026 Q2
|
7/31/2026 |
55
|
$210 M
|
| Powers Advisory Group, LLC |
2026 Q2
|
7/31/2026 |
130
|
$320 M
|
| CAMDEN NATIONAL BANK |
2026 Q2
|
7/31/2026 |
283
|
$770 M
|
| Manuka Financial, LLC |
2026 Q2
|
7/31/2026 |
55
|
$190 M
|
| Providence Financial Advisors, LLC |
2026 Q2
|
7/31/2026 |
60
|
$180 M
|
| LEVIN CAPITAL STRATEGIES, L.P. |
2026 Q2
|
7/31/2026 |
262
|
$1.5 B
|
| PAYDEN & RYGEL |
2026 Q2
|
7/31/2026 |
131
|
$1.3 B
|
| GENERAL AMERICAN INVESTORS CO INC |
2026 Q2
|
7/31/2026 |
74
|
$1.7 B
|
| Convergence Investment Partners, LLC |
2026 Q2
|
7/31/2026 |
241
|
$1.1 B
|
| Premier Wealth Management W.L.L. |
2026 Q2
|
7/31/2026 |
1
|
$0
|
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD |
2026 Q2
|
7/31/2026 |
80
|
$1.7 B
|
| General Motors Holdings LLC |
2026 Q2
|
7/31/2026 |
4
|
$80 M
|
| Sherborne Investors Management LP |
2026 Q2
|
7/31/2026 |
1
|
$250 M
|
| Ascent Wealth Partners, LLC |
2026 Q2
|
7/31/2026 |
200
|
$1.0 B
|
| Knights of Columbus Asset Advisors LLC |
2026 Q2
|
7/31/2026 |
386
|
$2.0 B
|
| Merrithew & Thorsten Inc |
2026 Q2
|
7/31/2026 |
116
|
$120 M
|
| Texas Bank & Trust Co |
2026 Q2
|
7/31/2026 |
467
|
$310 M
|
| Madrid Wealth Management, LLC |
2026 Q2
|
7/31/2026 |
70
|
$150 M
|
| Elevate Capital Advisors, LLC |
2026 Q2
|
7/31/2026 |
77
|
$180 M
|
| CABOT WEALTH MANAGEMENT INC |
2026 Q2
|
7/31/2026 |
142
|
$980 M
|
| Odyssey Capital Advisors, Inc. |
2026 Q2
|
7/31/2026 |
101
|
$140 M
|
| AF Advisors, Inc. |
2026 Q2
|
7/31/2026 |
30
|
$200 M
|
| PIER 88 INVESTMENT PARTNERS LLC |
2026 Q1 - RESTATEMENT
|
7/31/2026 |
112
|
$390 M
|
| Arrow Financial Corp |
2026 Q2
|
7/31/2026 |
281
|
$1.1 B
|
| Stonebridge Financial Planning Group, LLC |
2026 Q2
|
7/31/2026 |
183
|
$310 M
|
| MGO ONE SEVEN LLC |
2026 Q2
|
7/31/2026 |
1,550
|
$6.1 B
|
| Keener Financial Planning LLC |
2026 Q2
|
7/31/2026 |
61
|
$280 M
|
| Truepoint, Inc. |
2026 Q2
|
7/31/2026 |
161
|
$4.8 B
|
| INTERACTIVE FINANCIAL ADVISORS, INC. |
2026 Q2
|
7/31/2026 |
74
|
$160 M
|
| Zullo Investment Group, Inc. |
2026 Q2
|
7/31/2026 |
157
|
$290 M
|
| Narus Financial Partners, LLC |
2026 Q2
|
7/31/2026 |
177
|
$390 M
|
| Quadcap Wealth Management, LLC |
2026 Q2
|
7/31/2026 |
432
|
$1.0 B
|
| BOCHK Asset Management Ltd |
2026 Q2
|
7/31/2026 |
144
|
$630 M
|
| Ferguson Johnson Wealth Management Inc |
2026 Q2
|
7/31/2026 |
38
|
$140 M
|
| WEDGEWOOD INVESTORS INC /PA/ |
2026 Q2
|
7/31/2026 |
110
|
$97 M
|
| BECKER CAPITAL MANAGEMENT INC |
2026 Q2
|
7/31/2026 |
303
|
$3.7 B
|
| JMG Financial Group, Ltd. |
2026 Q2
|
7/31/2026 |
137
|
$4.1 B
|
| Evolution Advisers, Inc. |
2026 Q2
|
7/31/2026 |
943
|
$270 M
|
| Long Path Partners LP |
2026 Q2
|
7/31/2026 |
10
|
$230 M
|
| SAYBROOK CAPITAL /NC |
2026 Q2
|
7/31/2026 |
42
|
$400 M
|
| KDT Advisors, LLC |
2026 Q2
|
7/31/2026 |
73
|
$72 M
|
| ELLERSON GROUP INC /ADV |
2026 Q2
|
7/31/2026 |
64
|
$170 M
|
| BCR Wealth Strategies, LLC |
2026 Q2
|
7/31/2026 |
32
|
$360 M
|
| Integrity Financial Corp /WA |
2026 Q2
|
7/31/2026 |
292
|
$210 M
|
| LOUNTZIS ASSET MANAGEMENT, LLC |
2026 Q2
|
7/31/2026 |
55
|
$320 M
|
| MTC Wealth Management LLC |
2026 Q2
|
7/31/2026 |
14
|
$220 M
|
| AIA Group Ltd |
2026 Q2
|
7/31/2026 |
405
|
$7.9 B
|
| Members Trust Co |
2026 Q2
|
7/31/2026 |
288
|
$3.2 B
|
| Ball & Co Wealth Management Inc. |
2026 Q2
|
7/31/2026 |
74
|
$140 M
|
| Golden Bell Financial Planning LLC |
2026 Q2
|
7/31/2026 |
41
|
$140 M
|
| Bruce G. Allen Investments, LLC |
2026 Q2
|
7/31/2026 |
1,037
|
$160 M
|
| Capitol Family Office, Inc. |
2026 Q2
|
7/31/2026 |
46
|
$95 M
|
| LJI Wealth Management, LLC |
2026 Q2
|
7/31/2026 |
201
|
$710 M
|
| DELPHI MANAGEMENT INC /MA/ |
2026 Q2
|
7/31/2026 |
83
|
$100 M
|
| Wernau Asset Management Inc. |
2026 Q2
|
7/31/2026 |
51
|
$190 M
|
| TSP Capital Management Group, LLC |
2026 Q2
|
7/31/2026 |
43
|
$420 M
|
| North Horizon Holdings Inc. |
2026 Q2
|
7/31/2026 |
1
|
$130 M
|
| PL Capital Advisors, LLC |
2026 Q2
|
7/31/2026 |
31
|
$360 M
|
| Solidarity Wealth, LLC |
2026 Q2
|
7/31/2026 |
93
|
$570 M
|
| MIRABELLA FINANCIAL SERVICES LLP |
2026 Q2
|
7/31/2026 |
666
|
$1.0 B
|
| True Link Financial Advisors, LLC |
2026 Q2 - RESTATEMENT
|
7/31/2026 |
104
|
$1.7 B
|
| Madison International Realty Holdings, LLC |
2026 Q2
|
7/31/2026 |
1
|
$0
|
| DAYMARK WEALTH PARTNERS, LLC |
2026 Q2
|
7/31/2026 |
810
|
$4.1 B
|
| Power Alpha Investment Ltd |
2026 Q2
|
7/31/2026 |
4
|
$990 M
|
| J.P. Marvel Investment Advisors, LLC |
2026 Q2
|
7/31/2026 |
64
|
$870 M
|
| MILLER HOWARD INVESTMENTS INC /NY |
2026 Q2
|
7/31/2026 |
152
|
$3.8 B
|
| INTEGRITY ALLIANCE, LLC. |
2026 Q2
|
7/31/2026 |
858
|
$3.2 B
|
| Avion Wealth |
2026 Q2
|
7/31/2026 |
1,755
|
$540 M
|
| WorthPointe, LLC |
2026 Q2
|
7/31/2026 |
124
|
$400 M
|
| Integrity Advisory Solutions, LLC |
2026 Q2
|
7/31/2026 |
336
|
$970 M
|
| HUB Investment Partners, LLC |
2026 Q2
|
7/31/2026 |
1,385
|
$5.6 B
|
| Guidance Point Advisors, LLC |
2026 Q2
|
7/31/2026 |
102
|
$470 M
|
| Fourth Dimension Wealth, LLC |
2026 Q2
|
7/31/2026 |
744
|
$320 M
|
| Kuhn & Co Investment Counsel |
2026 Q2
|
7/31/2026 |
149
|
$170 M
|
| Belpointe Asset Management LLC |
2026 Q2
|
7/31/2026 |
1,121
|
$3.1 B
|
| ARGUS INVESTORS' COUNSEL, INC. |
2026 Q2
|
7/31/2026 |
106
|
$130 M
|
| Fortis Capital Advisors, LLC |
2026 Q2
|
7/31/2026 |
408
|
$890 M
|
| PRIVATE MANAGEMENT GROUP INC |
2026 Q2
|
7/31/2026 |
320
|
$3.8 B
|
| True Link Financial Advisors, LLC |
2026 Q2
|
7/31/2026 |
104
|
$22 M
|
| Lakeside Advisors, INC. |
2026 Q2
|
7/31/2026 |
65
|
$160 M
|
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC |
2026 Q2
|
7/31/2026 |
140
|
$790 M
|
| Stirlingshire Investments, Inc. |
2026 Q2
|
7/31/2026 |
221
|
$130 M
|
| VestGen Investment Management |
2026 Q2
|
7/31/2026 |
218
|
$190 M
|
| W ADVISORS, LLC |
2026 Q2
|
7/31/2026 |
254
|
$220 M
|
| Soltis Investment Advisors LLC |
2026 Q2
|
7/31/2026 |
688
|
$1.8 B
|
| Aspen Private Advisors, LLC |
2026 Q2
|
7/31/2026 |
7
|
$100 M
|
| B&D White Capital Company, LLC |
2026 Q2
|
7/31/2026 |
94
|
$1.0 B
|