| NOVUS ADVISORS, LLC |
2026 Q1
|
4/27/2026 |
47
|
$45 M
|
| Farnam Financial LLC |
2026 Q1
|
4/27/2026 |
49
|
$120 M
|
| SBI Securities Co., Ltd. |
2026 Q1
|
4/27/2026 |
4,033
|
$3.6 B
|
| COOPER INVESTORS PTY LTD |
2026 Q1
|
4/27/2026 |
42
|
$250 M
|
| EXENCIAL WEALTH ADVISORS, LLC |
2026 Q1
|
4/27/2026 |
568
|
$3.2 B
|
| OARSMAN CAPITAL, INC. |
2026 Q1
|
4/27/2026 |
239
|
$810 M
|
| Ryan Investment Management, Inc. |
2026 Q1
|
4/27/2026 |
20
|
$180 M
|
| BAKER BOYER NATIONAL BANK |
2026 Q1
|
4/27/2026 |
119
|
$330 M
|
| Insight Inv LLC |
2026 Q1
|
4/27/2026 |
104
|
$180 M
|
| ARRIEN INVESTMENTS, INC. |
2026 Q1
|
4/27/2026 |
46
|
$180 M
|
| Portland Financial Advisors Inc |
2026 Q1
|
4/27/2026 |
77
|
$48 M
|
| SIERRA OCEAN, LLC |
2026 Q1
|
4/27/2026 |
60
|
$120 M
|
| Altus Wealth Group LLC |
2026 Q1
|
4/27/2026 |
144
|
$240 M
|
| IRON Financial LLC |
2026 Q1
|
4/27/2026 |
217
|
$230 M
|
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC |
2026 Q1
|
4/27/2026 |
197
|
$1.9 B
|
| Leelyn Smith, LLC |
2026 Q1
|
4/27/2026 |
154
|
$710 M
|
| Chicago Capital Management, LLC |
2026 Q1
|
4/27/2026 |
29
|
$120 M
|
| Nipun Capital, L.P. |
2026 Q1
|
4/27/2026 |
8
|
$200 M
|
| Hendershot Investments Inc. |
2026 Q1
|
4/27/2026 |
129
|
$740 M
|
| Lafayette Investments, Inc. |
2026 Q1
|
4/27/2026 |
158
|
$490 M
|
| QRG CAPITAL MANAGEMENT, INC. |
2026 Q1
|
4/27/2026 |
1,138
|
$9.7 B
|
| Level Wealth Management LLC |
2026 Q1
|
4/27/2026 |
67
|
$210 M
|
| Wealthstar Advisors, LLC |
2026 Q1
|
4/27/2026 |
111
|
$210 M
|
| Tensor Edge Capital, LLC |
2026 Q1
|
4/27/2026 |
17
|
$580 M
|
| TCI Wealth Advisors, Inc. |
2026 Q1
|
4/27/2026 |
251
|
$1.9 B
|
| Oxbow Advisors, LLC |
2026 Q1
|
4/27/2026 |
245
|
$1.2 B
|
| Burford Brothers, Inc. |
2026 Q1
|
4/27/2026 |
172
|
$240 M
|
| Apeiron RIA LLC |
2026 Q1
|
4/27/2026 |
204
|
$430 M
|
| Arcadia Wealth Management, LLC |
2026 Q1
|
4/27/2026 |
67
|
$280 M
|
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV |
2026 Q1
|
4/27/2026 |
106
|
$180 M
|
| Appalachian Capital Management Ltd |
2026 Q1
|
4/27/2026 |
45
|
$120 M
|
| Integrity Wealth Partners, LLC |
2026 Q1
|
4/27/2026 |
99
|
$110 M
|
| Simplify Asset Management Inc. |
2026 Q1
|
4/27/2026 |
143
|
$6.5 B
|
| Lesa Sroufe & Co |
2026 Q1
|
4/27/2026 |
69
|
$150 M
|
| Syntegra Private Wealth Group, LLC |
2026 Q1
|
4/27/2026 |
189
|
$1.1 B
|
| HB Wealth Management, LLC |
2026 Q1
|
4/27/2026 |
1,547
|
$15 B
|
| Portman Square Capital LLP |
2026 Q1
|
4/27/2026 |
102
|
$2.6 B
|
| Moran Wealth Management, LLC |
2026 Q1
|
4/27/2026 |
780
|
$3.3 B
|
| Mustard Seed Financial, LLC |
2026 Q1
|
4/27/2026 |
92
|
$170 M
|
| Counterpoint Mutual Funds LLC |
2026 Q1
|
4/27/2026 |
294
|
$670 M
|
| PLIMOTH TRUST CO LLC |
2026 Q1
|
4/27/2026 |
327
|
$450 M
|
| BCK Partners, Inc. |
2026 Q1
|
4/27/2026 |
26
|
$190 M
|
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV |
2026 Q1
|
4/27/2026 |
182
|
$240 M
|
| Beacon Financial Advisory LLC |
2026 Q1
|
4/27/2026 |
402
|
$440 M
|
| NIXON PEABODY TRUST CO |
2026 Q1
|
4/27/2026 |
161
|
$1.3 B
|
| Tanglewood Legacy Advisors, LLC |
2026 Q1
|
4/27/2026 |
269
|
$280 M
|
| EVOLUTION WEALTH MANAGEMENT INC. |
2026 Q1
|
4/27/2026 |
854
|
$140 M
|
| Vivid Wealth Management, LLC |
2026 Q1
|
4/27/2026 |
66
|
$250 M
|
| Matson Money. Inc. |
2026 Q1
|
4/27/2026 |
9
|
$3.3 B
|
| New England Capital Financial Advisors LLC |
2026 Q1
|
4/27/2026 |
426
|
$370 M
|
| Meramec Financial Planners, LLC |
2026 Q1
|
4/27/2026 |
551
|
$250 M
|
| Turn8 Private Wealth Inc. |
2026 Q1
|
4/27/2026 |
51
|
$160 M
|
| WBH ADVISORY INC |
2026 Q1
|
4/27/2026 |
350
|
$1.3 B
|
| Rareview Capital LLC |
2026 Q1
|
4/27/2026 |
52
|
$170 M
|
| Marotta Asset Management |
2026 Q1
|
4/27/2026 |
103
|
$540 M
|
| F&V Capital Management, LLC |
2026 Q1
|
4/27/2026 |
59
|
$470 M
|
| DB Fitzpatrick & Co, Inc |
2026 Q1
|
4/27/2026 |
106
|
$120 M
|
| LEGACY FINANCIAL GROUP, INC. |
2026 Q1
|
4/27/2026 |
89
|
$380 M
|
| USAdvisors Wealth Management, LLC |
2026 Q1
|
4/27/2026 |
137
|
$300 M
|
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM |
2026 Q1
|
4/27/2026 |
1,616
|
$49 B
|
| Prevatt Capital Ltd |
2026 Q1
|
4/27/2026 |
11
|
$370 M
|
| Gordian Advisors LLC |
2026 Q1
|
4/27/2026 |
55
|
$150 M
|
| Flagstone Financial Management |
2026 Q1
|
4/27/2026 |
71
|
$400 M
|
| Capelight Capital Asset Management LP |
2026 Q1 - RESTATEMENT
|
4/27/2026 |
33
|
$130 M
|
| SIERRA SUMMIT ADVISORS LLC |
2026 Q1
|
4/27/2026 |
180
|
$690 M
|
| LODESTAR PRIVATE ASSET MANAGEMENT LLC |
2026 Q1
|
4/27/2026 |
232
|
$1.0 B
|
| Counterweight Ventures, LLC |
2026 Q1
|
4/27/2026 |
80
|
$180 M
|
| World Investment Advisors |
2026 Q1
|
4/27/2026 |
1,572
|
$6.2 B
|
| HS Management Partners, LLC |
2026 Q1
|
4/27/2026 |
24
|
$290 M
|
| Canal Capital Management, LLC |
2026 Q1
|
4/27/2026 |
207
|
$740 M
|
| PAX Financial Group, LLC |
2026 Q1
|
4/27/2026 |
199
|
$590 M
|
| First Dallas Securities Inc. |
2026 Q1
|
4/27/2026 |
118
|
$270 M
|
| 4WEALTH ADVISORS, INC. |
2026 Q1
|
4/27/2026 |
142
|
$120 M
|
| Carter Financial Group, INC. |
2026 Q1
|
4/27/2026 |
126
|
$160 M
|
| RIVER'S EDGE WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/27/2026 |
46
|
$110 M
|
| Kennon-Green & Company, LLC |
2026 Q1
|
4/27/2026 |
39
|
$120 M
|
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH |
2026 Q1
|
4/27/2026 |
390
|
$330 M
|
| Argos Wealth Advisors, LLC |
2026 Q1
|
4/27/2026 |
202
|
$350 M
|
| Turtle Creek Wealth Advisors, LLC |
2026 Q1
|
4/27/2026 |
480
|
$1.3 B
|
| Value Investment Professionals, LLC |
2026 Q1 - RESTATEMENT
|
4/27/2026 |
61
|
$110 M
|
| CWS Financial Advisors, LLC |
2026 Q1
|
4/27/2026 |
157
|
$390 M
|
| CUMBERLAND ADVISORS INC |
2026 Q1
|
4/27/2026 |
48
|
$260 M
|
| Latitude Advisors, LLC |
2026 Q1
|
4/27/2026 |
213
|
$220 M
|
| Geremia Financial Services, LLC |
2026 Q1
|
4/27/2026 |
10
|
$120 M
|
| PFG Investments, LLC |
2026 Q1
|
4/27/2026 |
1,191
|
$2.1 B
|
| Consolidated Portfolio Review Corp |
2026 Q1
|
4/27/2026 |
34
|
$1.1 B
|
| BIP Wealth, LLC |
2026 Q1
|
4/27/2026 |
453
|
$2.5 B
|
| Kelman-Lazarov, Inc. |
2026 Q1
|
4/27/2026 |
140
|
$700 M
|
| Baer Investment Advisory LLC |
2026 Q1
|
4/27/2026 |
348
|
$810 M
|
| JM2 Capital Inc. |
2026 Q1
|
4/27/2026 |
114
|
$120 M
|
| Charter Capital Management, LLC\DE |
2026 Q1
|
4/27/2026 |
70
|
$200 M
|
| Vavra Capital Management, LLC |
2026 Q1
|
4/27/2026 |
24
|
$100 M
|
| ACUTE INVESTMENT ADVISORY, LLC |
2026 Q1
|
4/27/2026 |
18
|
$8.9 M
|
| CERTIOR FINANCIAL GROUP, LLC |
2026 Q1
|
4/27/2026 |
130
|
$160 M
|
| TRUIST FINANCIAL CORP |
2026 Q1
|
4/27/2026 |
5,223
|
$74 B
|
| MONEYWISE, INC. |
2026 Q1
|
4/27/2026 |
82
|
$230 M
|
| Navigate Wealth Management, LLC |
2026 Q1
|
4/27/2026 |
72
|
$140 M
|
| TD PRIVATE CLIENT WEALTH LLC |
2026 Q1
|
4/27/2026 |
1,649
|
$4.8 B
|
| ASAHI LIFE ASSET MANAGEMENT CO., LTD. |
2026 Q1
|
4/27/2026 |
150
|
$150 M
|
| GDS Wealth Management |
2026 Q1
|
4/27/2026 |
200
|
$1.7 B
|