| Severin Investments, LLC |
2026 Q1
|
4/24/2026 |
171
|
$120 M
|
| WHI TRUST Co LLC |
2026 Q1
|
4/24/2026 |
95
|
$130 M
|
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV |
2026 Q1
|
4/24/2026 |
215
|
$730 M
|
| Family Investment Center, Inc. |
2026 Q1
|
4/24/2026 |
91
|
$520 M
|
| Flagship Private Wealth, LLC |
2026 Q1
|
4/24/2026 |
108
|
$250 M
|
| MITCHELL MCLEOD PUGH & WILLIAMS INC |
2026 Q1
|
4/24/2026 |
360
|
$680 M
|
| Wagner Wealth Management, LLC |
2026 Q1
|
4/24/2026 |
279
|
$500 M
|
| PEOPLES BANK /OH |
2026 Q1
|
4/24/2026 |
143
|
$160 M
|
| Capricorn Fund Managers Ltd |
2026 Q1
|
4/24/2026 |
114
|
$640 M
|
| American Institute for Advanced Investment Management, LLP |
2026 Q1
|
4/24/2026 |
153
|
$150 M
|
| Trinity Street Asset Management LLP |
2026 Q1
|
4/24/2026 |
22
|
$1.5 B
|
| CIBRA Capital Ltd |
2026 Q1
|
4/24/2026 |
25
|
$210 M
|
| Alken Asset Management Ltd |
2026 Q1
|
4/24/2026 |
35
|
$56 M
|
| Sumitomo Mitsui DS Asset Management Company, Ltd |
2026 Q1
|
4/24/2026 |
770
|
$12 B
|
| Raiffeisen Bank International AG |
2026 Q1
|
4/24/2026 |
900
|
$7.0 B
|
| Ninety One SA (Pty) Ltd |
2026 Q1
|
4/24/2026 |
97
|
$2.3 B
|
| Ninety One North America, Inc. |
2026 Q1
|
4/24/2026 |
100
|
$2.2 B
|
| Ninety One UK Ltd |
2026 Q1
|
4/24/2026 |
237
|
$43 B
|
| DeLarme Wealth Management, Inc. |
2026 Q1
|
4/23/2026 |
63
|
$160 M
|
| IFM Investors Pty Ltd |
2026 Q1
|
4/23/2026 |
689
|
$12 B
|
| Carmel Capital Management L.L.C. |
2026 Q1
|
4/23/2026 |
25
|
$350 M
|
| TCFG WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/23/2026 |
274
|
$270 M
|
| Lubar & Co., Inc |
2026 Q1
|
4/23/2026 |
3
|
$120 M
|
| ProCore Advisors, LLC |
2026 Q1
|
4/23/2026 |
73
|
$65 M
|
| Q Fund Management (Hong Kong) Ltd |
2026 Q1
|
4/23/2026 |
33
|
$110 M
|
| Bestgate Wealth Advisors, LLC |
2026 Q1
|
4/23/2026 |
45
|
$55 M
|
| REXFORD CAPITAL INC |
2026 Q1
|
4/23/2026 |
316
|
$140 M
|
| XXEC, Inc. |
2026 Q1 - RESTATEMENT
|
4/23/2026 |
23
|
$570 M
|
| PARTNERS WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/23/2026 |
109
|
$97 M
|
| Alley Investment Management Company, LLC |
2026 Q1
|
4/23/2026 |
85
|
$820 M
|
| Tarbox Family Office, Inc. |
2026 Q1
|
4/23/2026 |
95
|
$620 M
|
| AMERICAN NATIONAL BANK & TRUST |
2026 Q1
|
4/23/2026 |
615
|
$1.0 B
|
| CAPSTONE CAPITAL LLC |
2026 Q1
|
4/23/2026 |
22
|
$160 M
|
| RIA Advisory Group LLC |
2026 Q1
|
4/23/2026 |
145
|
$420 M
|
| JCSD Capital, LLC |
2026 Q1
|
4/23/2026 |
29
|
$95 M
|
| BLVD Private Wealth, LLC |
2026 Q1
|
4/23/2026 |
64
|
$120 M
|
| Embree Financial Group |
2026 Q1
|
4/23/2026 |
265
|
$850 M
|
| CHELSEA COUNSEL CO |
2026 Q1
|
4/23/2026 |
241
|
$230 M
|
| Phraction Management LLC |
2026 Q1
|
4/23/2026 |
65
|
$480 M
|
| Interchange Capital Partners, LLC |
2026 Q1
|
4/23/2026 |
309
|
$320 M
|
| Orca Wealth Management, LLC |
2026 Q1
|
4/23/2026 |
67
|
$140 M
|
| Vistica Wealth Advisors, LLC |
2026 Q1
|
4/23/2026 |
49
|
$100 M
|
| North Growth Management Ltd. |
2026 Q1
|
4/23/2026 |
47
|
$650 M
|
| Marquette Asset Management, LLC |
2026 Q1
|
4/23/2026 |
796
|
$670 M
|
| IRIDIAN ASSET MANAGEMENT LLC/CT |
2026 Q1
|
4/23/2026 |
44
|
$250 M
|
| ELCO Management Co., LLC |
2026 Q1
|
4/23/2026 |
181
|
$210 M
|
| Jones Kertz & Associates, Inc. |
2026 Q1
|
4/23/2026 |
66
|
$190 M
|
| Seek First Inc. |
2026 Q1
|
4/23/2026 |
58
|
$140 M
|
| Fortitude Financial, LLC |
2026 Q1
|
4/23/2026 |
39
|
$190 M
|
| FORONJY FINANCIAL LLC |
2026 Q1
|
4/23/2026 |
97
|
$240 M
|
| Muzinich & Co., Inc. |
2026 Q1
|
4/23/2026 |
38
|
$290 M
|
| DiPaolo Financial Group, Inc. |
2026 Q1
|
4/23/2026 |
45
|
$140 M
|
| XXEC, Inc. |
2026 Q1
|
4/23/2026 |
23
|
$570 M
|
| Chicago Capital, LLC |
2026 Q1
|
4/23/2026 |
355
|
$3.7 B
|
| WOODWARD DIVERSIFIED CAPITAL, LLC |
2026 Q1
|
4/23/2026 |
181
|
$220 M
|
| OPPENHEIMER ASSET MANAGEMENT INC. |
2026 Q1
|
4/23/2026 |
3,203
|
$8.8 B
|
| OPPENHEIMER & CO INC |
2026 Q1
|
4/23/2026 |
1,683
|
$8.2 B
|
| Petersen Hastings Wealth Advisors Inc. |
2026 Q1
|
4/23/2026 |
81
|
$1.1 B
|
| Atlas Private Wealth Advisors |
2026 Q1
|
4/23/2026 |
132
|
$420 M
|
| Triad Investment Management |
2026 Q1
|
4/23/2026 |
51
|
$270 M
|
| Elevate Capital Advisors, LLC |
2026 Q1
|
4/23/2026 |
72
|
$150 M
|
| Narwhal Capital Management |
2026 Q1
|
4/23/2026 |
169
|
$1.4 B
|
| Cornerstone Wealth Management, LLC |
2026 Q1
|
4/23/2026 |
712
|
$2.0 B
|
| Stokes Capital Advisors, LLC |
2026 Q1 - RESTATEMENT
|
4/23/2026 |
161
|
$450 M
|
| Emerald Advisors, LLC |
2026 Q1
|
4/23/2026 |
125
|
$810 M
|
| Vest Financial, LLC |
2026 Q1
|
4/23/2026 |
605
|
$8.3 B
|
| URS Advisory LLC |
2026 Q1
|
4/23/2026 |
51
|
$140 M
|
| Prosperity Advisers, LLC |
2026 Q1
|
4/23/2026 |
39
|
$120 M
|
| LAZARI CAPITAL MANAGEMENT, INC. |
2026 Q1
|
4/23/2026 |
175
|
$290 M
|
| AUCTUS ADVISORS LLC |
2026 Q1
|
4/23/2026 |
29
|
$110 M
|
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC |
2026 Q1
|
4/23/2026 |
32
|
$170 M
|
| Mayflower Financial Advisors, LLC |
2026 Q1
|
4/23/2026 |
444
|
$820 M
|
| AMI ASSET MANAGEMENT CORP |
2026 Q1
|
4/23/2026 |
96
|
$1.6 B
|
| Powell Investment Advisors, LLC |
2026 Q1
|
4/23/2026 |
174
|
$290 M
|
| 626 Financial, LLC |
2026 Q1
|
4/23/2026 |
121
|
$220 M
|
| Graver Capital Management, LLC |
2026 Q1
|
4/23/2026 |
25
|
$130 M
|
| Pine Brook Road Advisors, L.P. |
2026 Q1
|
4/23/2026 |
1
|
$140 M
|
| CONSCIOUS WEALTH INVESTMENTS, LLC |
2026 Q1
|
4/23/2026 |
58
|
$180 M
|
| MEMBERS WEALTH LLC |
2026 Q1
|
4/23/2026 |
113
|
$170 M
|
| BALANCED WEALTH GROUP LLC |
2026 Q1
|
4/23/2026 |
73
|
$280 M
|
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC |
2026 Q1
|
4/23/2026 |
175
|
$1.1 B
|
| SevenBridge Financial Group, LLC |
2026 Q1
|
4/23/2026 |
202
|
$640 M
|
| Ironwood Wealth Management, LLC. |
2026 Q1
|
4/23/2026 |
47
|
$350 M
|
| OakTrust Wealth Advisors, LLC |
2026 Q1
|
4/23/2026 |
68
|
$110 M
|
| MASTER'S WEALTH MANAGEMENT INC. |
2026 Q1
|
4/23/2026 |
82
|
$300 M
|
| Inman Jager Wealth Management, LLC |
2026 Q1
|
4/23/2026 |
84
|
$170 M
|
| Cross Staff Investments Inc |
2026 Q1
|
4/23/2026 |
128
|
$200 M
|
| Caliber Wealth Management, LLC / KS |
2026 Q1
|
4/23/2026 |
270
|
$910 M
|
| Asset Planning,Inc |
2026 Q1
|
4/23/2026 |
301
|
$140 M
|
| GraniteShares Advisors LLC |
2026 Q1
|
4/23/2026 |
90
|
$140 M
|
| Salus Financial Advisors, LLC |
2026 Q1
|
4/23/2026 |
34
|
$170 M
|
| Financial & Tax Architects, LLC |
2026 Q1
|
4/23/2026 |
108
|
$450 M
|
| Summit Investment Advisory Services, LLC |
2026 Q1
|
4/23/2026 |
81
|
$270 M
|
| MANCHESTER FINANCIAL INC |
2026 Q1
|
4/23/2026 |
140
|
$520 M
|
| Traub Capital Management LLC |
2026 Q1
|
4/23/2026 |
130
|
$100 M
|
| Daviman Financial, LLC |
2026 Q1
|
4/23/2026 |
85
|
$170 M
|
| Premier Path Wealth Partners, LLC |
2026 Q1
|
4/23/2026 |
398
|
$770 M
|
| Granite Harbor Advisors, Inc. |
2026 Q1
|
4/23/2026 |
129
|
$230 M
|
| Foundry Financial Group, Inc. |
2026 Q1
|
4/23/2026 |
70
|
$200 M
|
| St. Clair Advisors, LLC |
2026 Q1
|
4/23/2026 |
82
|
$380 M
|