| True Link Financial Advisors, LLC |
2026 Q1 - RESTATEMENT
|
4/29/2026 |
418
|
$1.6 B
|
| BLUEFIN CAPITAL MANAGEMENT, LLC |
2025 Q4
|
4/29/2026 |
198
|
$400 M
|
| Dilation Capital Management LP |
2026 Q1
|
4/29/2026 |
20
|
$200 M
|
| BLUEFIN CAPITAL MANAGEMENT, LLC |
2025 Q3
|
4/29/2026 |
91
|
$310 M
|
| Wesleyan Assurance Society |
2026 Q1
|
4/29/2026 |
106
|
$1.7 B
|
| KLP KAPITALFORVALTNING AS |
2026 Q1
|
4/29/2026 |
2,154
|
$25 B
|
| True Link Financial Advisors, LLC |
2026 Q1
|
4/29/2026 |
418
|
$1.6 B
|
| Envestnet Portfolio Solutions, Inc. |
2026 Q1
|
4/29/2026 |
1,286
|
$18 B
|
| Mondrian Investment Partners LTD |
2026 Q1
|
4/29/2026 |
103
|
$6.7 B
|
| Bell Asset Management Ltd |
2026 Q1
|
4/29/2026 |
61
|
$340 M
|
| CAMBRIDGE CAPITAL MANAGEMENT, LLC |
2026 Q1
|
4/29/2026 |
44
|
$230 M
|
| Walker Financial Services, Inc. |
2026 Q1
|
4/29/2026 |
43
|
$290 M
|
| THOMA BRAVO, L.P. |
2026 Q1
|
4/29/2026 |
3
|
$6.7 B
|
| Hubbell Strickland Wealth Management, LLC |
2026 Q1
|
4/29/2026 |
83
|
$250 M
|
| Strategic Blueprint, LLC |
2026 Q1
|
4/29/2026 |
639
|
$1.7 B
|
| MYCIO WEALTH PARTNERS, LLC |
2026 Q1
|
4/29/2026 |
49
|
$500 M
|
| Oldfield Partners LLP |
2026 Q1
|
4/29/2026 |
18
|
$390 M
|
| Strid Group, LLC |
2026 Q1
|
4/29/2026 |
85
|
$810 M
|
| Exane Asset Management |
2026 Q1
|
4/29/2026 |
32
|
$490 M
|
| INVESTMENT HOUSE LLC |
2026 Q1
|
4/29/2026 |
223
|
$1.9 B
|
| Odyssey Capital Advisors, Inc. |
2026 Q1
|
4/29/2026 |
97
|
$110 M
|
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. |
2026 Q1
|
4/29/2026 |
10
|
$270 M
|
| CARY STREET PARTNERS FINANCIAL LLC |
2026 Q1
|
4/29/2026 |
1,357
|
$4.0 B
|
| ROBERT WOOD JOHNSON FOUNDATION |
2026 Q1
|
4/29/2026 |
2
|
$120 M
|
| H Capital V GP, L.P. |
2026 Q1
|
4/29/2026 |
1
|
$74 M
|
| AGMAN CAPITAL LLC |
2026 Q1
|
4/29/2026 |
18
|
$130 M
|
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC |
2026 Q1
|
4/29/2026 |
3,844
|
$390 M
|
| Mithaq Capital SPC |
2026 Q1
|
4/29/2026 |
4
|
$170 M
|
| Downshift Financial, LLC |
2026 Q1
|
4/29/2026 |
77
|
$190 M
|
| Swedbank AB |
2026 Q1
|
4/29/2026 |
1,062
|
$95 B
|
| Avory & Company, LLC |
2026 Q1
|
4/29/2026 |
34
|
$77 M
|
| Resonant Capital Advisors, LLC |
2026 Q1
|
4/29/2026 |
495
|
$1.9 B
|
| Global Strategic Investment Solutions, LLC |
2026 Q1
|
4/29/2026 |
145
|
$1.0 B
|
| Great Hill Capital LLC |
2026 Q1
|
4/29/2026 |
47
|
$1.5 B
|
| United Asset Strategies, Inc. |
2026 Q1
|
4/29/2026 |
257
|
$1.3 B
|
| Northwest Wealth Advisors, LLC |
2026 Q1
|
4/29/2026 |
64
|
$140 M
|
| Centerpoint Advisory Group |
2026 Q1
|
4/29/2026 |
108
|
$130 M
|
| Clare Market Investments LLC |
2026 Q1
|
4/29/2026 |
167
|
$480 M
|
| Sather Financial Group Inc |
2026 Q1
|
4/29/2026 |
139
|
$1.6 B
|
| Unified Investment Management |
2026 Q1
|
4/29/2026 |
134
|
$98 M
|
| Montz Harcus Wealth Management LLC |
2026 Q1
|
4/29/2026 |
93
|
$250 M
|
| Advance Capital Management, Inc. |
2026 Q1
|
4/29/2026 |
185
|
$2.6 B
|
| BURNEY CO/ |
2026 Q1
|
4/29/2026 |
617
|
$3.2 B
|
| Signet Private Wealth LLC |
2026 Q1
|
4/29/2026 |
118
|
$100 M
|
| CREDIT INDUSTRIEL ET COMMERCIAL |
2026 Q1
|
4/29/2026 |
349
|
$1.3 B
|
| MEITAV INVESTMENT HOUSE LTD |
2026 Q1
|
4/29/2026 |
232
|
$9.1 B
|
| R Squared Ltd |
2026 Q1
|
4/29/2026 |
477
|
$180 M
|
| Clear Point Advisors Inc. |
2026 Q1
|
4/28/2026 |
75
|
$130 M
|
| Q Fund Management (Hong Kong) Ltd |
2026 Q1 - RESTATEMENT
|
4/28/2026 |
21
|
$42 M
|
| RED CRANE WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/28/2026 |
72
|
$120 M
|
| Rye Brook Capital LLC |
2026 Q1
|
4/28/2026 |
28
|
$110 M
|
| Garner Asset Management Corp |
2026 Q1
|
4/28/2026 |
156
|
$250 M
|
| RLH Capital LLC |
2026 Q1
|
4/28/2026 |
108
|
$200 M
|
| Garde Capital, Inc. |
2026 Q1
|
4/28/2026 |
203
|
$1.7 B
|
| Frankly Finances, LLC |
2025 Q4 - RESTATEMENT
|
4/28/2026 |
63
|
$110 M
|
| HARTLINE INVESTMENT CORP/ |
2026 Q1
|
4/28/2026 |
112
|
$910 M
|
| Horst & Graben Wealth Management LLC |
2026 Q1
|
4/28/2026 |
195
|
$730 M
|
| PIONEER TRUST BANK N A/OR |
2026 Q1
|
4/28/2026 |
134
|
$410 M
|
| Evergreen Private Wealth LLC |
2026 Q1
|
4/28/2026 |
87
|
$250 M
|
| Acuitas Investments, LLC |
2026 Q1
|
4/28/2026 |
9
|
$1.4 M
|
| Fee-Only Financial Planning, L.C. |
2026 Q1
|
4/28/2026 |
43
|
$170 M
|
| Corus Family Wealth Advisors |
2026 Q1
|
4/28/2026 |
69
|
$120 M
|
| HOEY INVESTMENTS, INC |
2026 Q1
|
4/28/2026 |
420
|
$690 M
|
| K2 Financial Inc. |
2026 Q1
|
4/28/2026 |
59
|
$140 M
|
| SeaBridge Investment Advisors LLC |
2026 Q1
|
4/28/2026 |
188
|
$590 M
|
| Tempus Wealth Planning, LLC |
2026 Q1
|
4/28/2026 |
270
|
$440 M
|
| UNICOM Systems, Inc. |
2026 Q1
|
4/28/2026 |
32
|
$980 M
|
| Townsend Financial Planning, LLC |
2026 Q1
|
4/28/2026 |
29
|
$100 M
|
| Townsend & Associates, Inc |
2026 Q1
|
4/28/2026 |
117
|
$1.2 B
|
| LWM Advisory Services, LLC |
2026 Q1
|
4/28/2026 |
76
|
$94 M
|
| Alberta Investment Management Corp |
2026 Q1
|
4/28/2026 |
580
|
$17 B
|
| WESPAC Advisors, LLC |
2026 Q1
|
4/28/2026 |
178
|
$180 M
|
| BFSG, LLC |
2026 Q1
|
4/28/2026 |
751
|
$1.1 B
|
| David Kennon Inc |
2026 Q1
|
4/28/2026 |
41
|
$280 M
|
| Blossom Wealth Management |
2026 Q1
|
4/28/2026 |
74
|
$67 M
|
| Unison Asset Management LLC |
2026 Q1
|
4/28/2026 |
32
|
$220 M
|
| WJ Wealth Management, LLC |
2026 Q1
|
4/28/2026 |
70
|
$210 M
|
| Opes Wealth Management LLC |
2026 Q1
|
4/28/2026 |
146
|
$610 M
|
| Life Planning Partners, Inc |
2026 Q1
|
4/28/2026 |
68
|
$130 M
|
| McGuire Investment Group, LLC |
2026 Q1
|
4/28/2026 |
121
|
$890 M
|
| Cordoba Advisory Partners LLC |
2026 Q1
|
4/28/2026 |
118
|
$360 M
|
| WASHINGTON CAPITAL MANAGEMENT, INC |
2026 Q1
|
4/27/2026 |
102
|
$120 M
|
| MACKAY SHIELDS LLC |
2026 Q1
|
4/27/2026 |
307
|
$2.7 B
|
| Financial Plan, Inc. |
2026 Q1
|
4/27/2026 |
94
|
$930 M
|
| MOR Wealth Management, LLC |
2026 Q1
|
4/27/2026 |
103
|
$220 M
|
| Brown Financial Advisory |
2026 Q1
|
4/27/2026 |
49
|
$200 M
|
| Bedminster, LLC |
2026 Q1
|
4/27/2026 |
53
|
$110 M
|
| Client First Capital LLC |
2026 Q1
|
4/27/2026 |
28
|
$230 M
|
| NDWM LLC |
2026 Q1
|
4/27/2026 |
38
|
$150 M
|
| Optas, LLC |
2026 Q1
|
4/27/2026 |
1,034
|
$660 M
|
| Private Advisor Group, LLC |
2026 Q1
|
4/27/2026 |
2,735
|
$21 B
|
| Courage Miller Partners, LLC |
2026 Q1
|
4/27/2026 |
92
|
$350 M
|
| B. Riley Wealth Advisors, Inc. |
2026 Q1
|
4/27/2026 |
898
|
$1.6 B
|
| ProShare Advisors LLC |
2026 Q1
|
4/27/2026 |
1,865
|
$68 B
|
| PROFUND ADVISORS LLC |
2026 Q1
|
4/27/2026 |
1,092
|
$2.7 B
|
| CABOT WEALTH MANAGEMENT INC |
2026 Q1
|
4/27/2026 |
139
|
$870 M
|
| Abel Hall, LLC |
2026 Q1
|
4/28/2026 |
811
|
$470 M
|
| WHITTIER TRUST CO OF NEVADA INC |
2026 Q1
|
4/28/2026 |
1,723
|
$4.9 B
|
| Bogart Wealth, LLC |
2026 Q1
|
4/28/2026 |
1,829
|
$2.6 B
|
| WHITTIER TRUST CO |
2026 Q1
|
4/28/2026 |
1,606
|
$8.9 B
|