| Family Capital Trust Co |
2026 Q2 - RESTATEMENT
|
7/30/2026 |
83
|
$310 M
|
| MITCHELL CAPITAL MANAGEMENT CO |
2026 Q2
|
7/30/2026 |
117
|
$660 M
|
| Signature Equity Partners, LLC |
2026 Q2
|
7/30/2026 |
1,571
|
$220 M
|
| MCDANIEL TERRY & CO |
2026 Q2
|
7/30/2026 |
81
|
$1.3 B
|
| Forty-three Eighteen Advisors, LLC |
2026 Q2
|
7/30/2026 |
74
|
$150 M
|
| FSC Wealth Advisors, LLC |
2026 Q2
|
7/30/2026 |
1
|
$510 k
|
| SUMMIT PARTNERS L P |
2026 Q2
|
7/30/2026 |
5
|
$610 M
|
| Corus Family Wealth Advisors |
2026 Q2
|
7/30/2026 |
82
|
$150 M
|
| Glass Jacobson Investment Advisors llc |
2026 Q2
|
7/30/2026 |
618
|
$320 M
|
| DIAMANT ASSET MANAGEMENT, INC. |
2026 Q2
|
7/30/2026 |
81
|
$150 M
|
| CPWA, LLC |
2026 Q2
|
7/30/2026 |
94
|
$86 M
|
| 1834 INVESTMENT ADVISORS CO |
2026 Q2
|
7/30/2026 |
211
|
$880 M
|
| HAZLETT, BURT & WATSON, INC. |
2026 Q2
|
7/30/2026 |
14,715
|
$380 M
|
| Wealth Advisors of Iowa, LLC |
2026 Q2
|
7/30/2026 |
90
|
$370 M
|
| GeoWealth Management, LLC |
2026 Q2
|
7/30/2026 |
987
|
$3.2 B
|
| PRENTISS SMITH & CO INC |
2026 Q2
|
7/30/2026 |
67
|
$180 M
|
| Brentview Investment Management LLC |
2026 Q2
|
7/30/2026 |
63
|
$250 M
|
| Foundation Wealth Management, LLC |
2026 Q2
|
7/30/2026 |
51
|
$170 M
|
| Integrity Wealth Solutions LLC |
2026 Q2
|
7/30/2026 |
129
|
$270 M
|
| Asset Dedication, LLC |
2026 Q2
|
7/30/2026 |
1,243
|
$1.6 B
|
| Laurel Wealth Planning LLC |
2026 Q2
|
7/30/2026 |
67
|
$230 M
|
| Purkiss Capital Advisors LLC |
2026 Q2
|
7/30/2026 |
189
|
$260 M
|
| REAVES W H & CO INC |
2026 Q2
|
7/30/2026 |
112
|
$6.6 B
|
| Trust Co of Tennessee |
2026 Q2
|
7/30/2026 |
8
|
$570 M
|
| Silphium Asset Management Ltd |
2026 Q2
|
7/30/2026 |
59
|
$300 M
|
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC |
2026 Q2
|
7/30/2026 |
146
|
$640 M
|
| UNITED BANK |
2026 Q2
|
7/30/2026 |
254
|
$850 M
|
| Ruffer LLP |
2026 Q2
|
7/30/2026 |
187
|
$2.8 B
|
| MPS Loria Financial Planners, LLC |
2026 Q2
|
7/30/2026 |
91
|
$430 M
|
| Ascentis Wealth Management, LLC |
2026 Q2 - RESTATEMENT
|
7/30/2026 |
12,241
|
$670 M
|
| ASSETMARK, INC |
2026 Q2
|
7/30/2026 |
3,558
|
$58 B
|
| Zinnia Wealth Advisory, LLC |
2026 Q2
|
7/30/2026 |
97
|
$98 M
|
| CAP Partners, LLC |
2026 Q2
|
7/30/2026 |
155
|
$200 M
|
| Quadrant Private Wealth Management, LLC |
2026 Q2
|
7/30/2026 |
177
|
$450 M
|
| HOURGLASS CAPITAL, LLC |
2026 Q2 - RESTATEMENT
|
7/30/2026 |
127
|
$510 M
|
| Bulltick Wealth Management, LLC |
2026 Q2
|
7/30/2026 |
134
|
$490 M
|
| BCI SECURITIES, INC. |
2026 Q2
|
7/30/2026 |
18
|
$12 M
|
| LEGACY FINANCIAL GROUP, INC. |
2026 Q2
|
7/30/2026 |
104
|
$430 M
|
| TOKIO MARINE ASSET MANAGEMENT CO LTD |
2026 Q2
|
7/30/2026 |
632
|
$3.2 B
|
| KICKSTAND VENTURES, LLC. |
2026 Q2
|
7/30/2026 |
154
|
$550 M
|
| GHE, LLC |
2026 Q2
|
7/30/2026 |
57
|
$260 M
|
| Ascentis Independent Advisors |
2026 Q2
|
7/30/2026 |
1,917
|
$37 M
|
| PINKERTON WEALTH, LLC |
2026 Q2
|
7/30/2026 |
103
|
$1.2 B
|
| SkyOak Wealth, LLC |
2026 Q2
|
7/30/2026 |
252
|
$610 M
|
| ROGCO, LP |
2026 Q2
|
7/30/2026 |
224
|
$330 M
|
| Banque Transatlantique SA |
2026 Q2
|
7/30/2026 |
513
|
$4.7 B
|
| Cedrus Wealth Group LLC |
2026 Q2
|
7/30/2026 |
51
|
$110 M
|
| Tuttle Capital Management, LLC |
2026 Q2
|
7/30/2026 |
116
|
$150 M
|
| Pinnacle Financial Group, LLC / IL |
2026 Q2
|
7/30/2026 |
117
|
$410 M
|
| Local Pensions Partnership Investment Ltd |
2026 Q2
|
7/30/2026 |
32
|
$4.8 B
|
| Lunt Capital Management, Inc. |
2026 Q2
|
7/30/2026 |
90
|
$270 M
|
| RETIREMENT GUYS FORMULA LLC |
2026 Q2
|
7/30/2026 |
158
|
$270 M
|
| First National Trust Co |
2026 Q2
|
7/30/2026 |
576
|
$2.9 B
|
| Left Brain Wealth Management, LLC |
2026 Q2
|
7/30/2026 |
99
|
$330 M
|
| CWS Financial Advisors, LLC |
2026 Q2
|
7/30/2026 |
171
|
$450 M
|
| LECAP ASSET MANAGEMENT LTD |
2026 Q2
|
7/30/2026 |
254
|
$230 M
|
| Great Lakes Retirement, Inc. |
2026 Q2
|
7/30/2026 |
216
|
$1.1 B
|
| Clarity Retirement & Wealth, LLC |
2026 Q2
|
7/30/2026 |
35
|
$140 M
|
| Pictet Asset Management Holding SA |
2026 Q2
|
7/30/2026 |
2,143
|
$100 B
|
| Acorn Wealth Advisors, LLC |
2026 Q2
|
7/30/2026 |
303
|
$410 M
|
| Carter Financial Group, INC. |
2026 Q2
|
7/30/2026 |
134
|
$190 M
|
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
2026 Q2
|
7/30/2026 |
660
|
$10 B
|
| Glass Wealth Management Co LLC |
2026 Q2
|
7/30/2026 |
69
|
$300 M
|
| PSG Equity L.L.C. |
2026 Q2
|
7/30/2026 |
1
|
$860 M
|
| DOCK STREET ASSET MANAGEMENT INC |
2026 Q2
|
7/30/2026 |
64
|
$1.1 B
|
| AlphaStar Capital Management, LLC |
2026 Q2
|
7/30/2026 |
280
|
$1.6 B
|
| Mondrian Investment Partners LTD |
2026 Q2
|
7/30/2026 |
111
|
$6.5 B
|
| Cooksen Wealth, LLC |
2026 Q2
|
7/30/2026 |
45
|
$160 M
|
| Cannon Global Investment Management, LLC |
2026 Q2
|
7/30/2026 |
52
|
$35 M
|
| CAMBRIDGE CAPITAL MANAGEMENT, LLC |
2026 Q2
|
7/30/2026 |
47
|
$260 M
|
| Generali Asset Management SPA SGR |
2026 Q2
|
7/30/2026 |
526
|
$5.5 B
|
| Main Line Retirement Advisors, LLC |
2026 Q2
|
7/30/2026 |
49
|
$220 M
|
| Mercuria Capital Strategies, LLC |
2026 Q2
|
7/30/2026 |
23
|
$160 M
|
| Maryland State Retirement & Pension System |
2026 Q2
|
7/30/2026 |
1,423
|
$5.8 B
|
| North of South Capital LLP |
2026 Q2
|
7/30/2026 |
28
|
$1.4 B
|
| STRS OHIO |
2026 Q2
|
7/30/2026 |
2,154
|
$27 B
|
| Clientfirst Wealth Management, LLC |
2026 Q2
|
7/30/2026 |
53
|
$120 M
|
| Sensible Money, LLC |
2026 Q2
|
7/30/2026 |
101
|
$380 M
|
| Eos Management, L.P. |
2026 Q2
|
7/30/2026 |
35
|
$250 M
|
| Harbor Island Capital LLC |
2026 Q2
|
7/30/2026 |
16
|
$380 M
|
| MONTCHANIN ASSET MANAGEMENT, LLC |
2026 Q2
|
7/30/2026 |
63
|
$98 M
|
| Towne Trust Company, N.A |
2026 Q2
|
7/30/2026 |
354
|
$330 M
|
| Roundview Capital LLC |
2026 Q2
|
7/30/2026 |
349
|
$1.8 B
|
| Ovata Capital Management Ltd |
2026 Q2
|
7/30/2026 |
43
|
$1.3 B
|
| MV CAPITAL MANAGEMENT, INC. |
2026 Q2 - RESTATEMENT
|
7/30/2026 |
1,282
|
$1.1 B
|
| PETERSON WEALTH MANAGEMENT |
2026 Q2
|
7/30/2026 |
184
|
$210 M
|
| Cherry Creek Investment Advisors, Inc. |
2026 Q2
|
7/30/2026 |
128
|
$250 M
|
| Buck Wealth Strategies, LLC |
2026 Q2
|
7/30/2026 |
1,170
|
$960 M
|
| Galilei Investment Office LLP |
2026 Q2
|
7/30/2026 |
30
|
$220 M
|
| Cambridge Investment Research Advisors, Inc. |
2026 Q2 - NEW HOLDINGS
|
7/30/2026 |
4,043
|
$45 B
|
| Saudi Central Bank |
2026 Q2
|
7/30/2026 |
505
|
$7.6 B
|
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group |
2026 Q2
|
7/30/2026 |
27
|
$380 M
|
| Ironwood Wealth Management, LLC. |
2026 Q2
|
7/30/2026 |
55
|
$450 M
|
| Eurizon Asset Management Hungary Ltd. |
2026 Q2
|
7/30/2026 |
21
|
$94 M
|
| Broad Peak Investment Advisers Pte Ltd |
2026 Q2
|
7/30/2026 |
21
|
$540 M
|
| Sumitomo Mitsui Trust Group, Inc. |
2026 Q2
|
7/30/2026 |
1,080
|
$180 B
|
| WJ Interests, LLC |
2026 Q2
|
7/29/2026 |
22
|
$260 M
|
| Pilgrim Partners Asia Pte Ltd |
2026 Q2
|
7/29/2026 |
108
|
$230 M
|
| Funde Sino Life Insurance Co Ltd |
2026 Q2 - RESTATEMENT
|
7/29/2026 |
7
|
$310 M
|
| McBroom & Associates, LLC |
2026 Q2
|
7/29/2026 |
37
|
$200 M
|