| VISION FINANCIAL MARKETS LLC |
2026 Q1
|
4/24/2026 |
425
|
$100 M
|
| Triasima Portfolio Management inc. |
2026 Q1
|
4/24/2026 |
137
|
$660 M
|
| Attestor Capital Ltd |
2026 Q1
|
4/24/2026 |
9
|
$380 M
|
| Old Peak Finance LLC |
2026 Q1
|
4/24/2026 |
117
|
$170 M
|
| Pinion Investment Advisors, LLC |
2026 Q1
|
4/24/2026 |
181
|
$430 M
|
| PERRYMAN FINANCIAL ADVISORY INC /AD |
2026 Q1
|
4/24/2026 |
175
|
$670 M
|
| Reality Financial Planning Services, LLC |
2026 Q1
|
4/24/2026 |
20
|
$100 M
|
| Saxony Capital Management, LLC |
2026 Q1
|
4/24/2026 |
161
|
$170 M
|
| Charter Oak Capital Management, LLC |
2026 Q1
|
4/24/2026 |
211
|
$1.3 B
|
| ZWJ INVESTMENT COUNSEL INC |
2026 Q1
|
4/24/2026 |
241
|
$2.8 B
|
| YOUSIF CAPITAL MANAGEMENT, LLC |
2026 Q1
|
4/24/2026 |
1,858
|
$8.5 B
|
| CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC |
2026 Q1
|
4/24/2026 |
7
|
$40 M
|
| Cyr Financial Inc. |
2026 Q1
|
4/24/2026 |
58
|
$170 M
|
| Marathon Asset Management Ltd |
2026 Q1
|
4/24/2026 |
74
|
$2.6 B
|
| Mills Wealth Advisors LLC |
2026 Q1
|
4/24/2026 |
80
|
$290 M
|
| Medallion Wealth Advisors, LLC |
2026 Q1
|
4/24/2026 |
12,534
|
$310 M
|
| Medallion Wealth Advisors, LLC |
2025 Q4
|
4/24/2026 |
12,123
|
$300 M
|
| Medallion Wealth Advisors, LLC |
2025 Q2
|
4/24/2026 |
11,042
|
$260 M
|
| SWMG, LLC |
2026 Q1
|
4/24/2026 |
120
|
$350 M
|
| Medallion Wealth Advisors, LLC |
2025 Q3
|
4/24/2026 |
11,458
|
$280 M
|
| Medallion Wealth Advisors, LLC |
2025 Q1
|
4/24/2026 |
10,741
|
$220 M
|
| Medallion Wealth Advisors, LLC |
2024 Q4
|
4/24/2026 |
9,606
|
$200 M
|
| MEANS INVESTMENT CO., INC. |
2026 Q1
|
4/24/2026 |
215
|
$1.1 B
|
| Bishop & Co Investment Management, LLC |
2026 Q1
|
4/24/2026 |
26
|
$290 M
|
| SummerHaven Investment Management, LLC |
2026 Q1
|
4/24/2026 |
193
|
$160 M
|
| Cannon Advisors, Inc. |
2026 Q1
|
4/24/2026 |
87
|
$130 M
|
| Ledyard National Bank |
2026 Q1
|
4/24/2026 |
330
|
$1.2 B
|
| Advanced Asset Management Advisors Inc |
2026 Q1
|
4/24/2026 |
79
|
$360 M
|
| Retirement Systems of Alabama |
2026 Q1
|
4/24/2026 |
947
|
$30 B
|
| Lynx Investment Advisory |
2026 Q1
|
4/24/2026 |
400
|
$210 M
|
| TT International Asset Management LTD |
2026 Q1
|
4/24/2026 |
48
|
$920 M
|
| Goldstone Financial Group, LLC |
2026 Q1
|
4/24/2026 |
229
|
$920 M
|
| Greystone Financial Group, LLC |
2026 Q1
|
4/24/2026 |
78
|
$350 M
|
| ENZI WEALTH |
2026 Q1
|
4/24/2026 |
71
|
$290 M
|
| OAKWORTH CAPITAL, INC. |
2026 Q1
|
4/24/2026 |
1,253
|
$1.9 B
|
| FRG Family Wealth Advisors LLC |
2026 Q1
|
4/24/2026 |
156
|
$610 M
|
| Gilliland Jeter Wealth Management LLC |
2026 Q1
|
4/24/2026 |
184
|
$340 M
|
| MILFAM LLC |
2026 Q1
|
4/24/2026 |
8
|
$100 M
|
| United Community Bank |
2026 Q1
|
4/24/2026 |
565
|
$300 M
|
| CRUX WEALTH ADVISORS |
2026 Q1
|
4/24/2026 |
181
|
$260 M
|
| Luminist Capital LLC |
2026 Q1
|
4/24/2026 |
228
|
$75 M
|
| Michels Family Financial, LLC |
2026 Q1
|
4/24/2026 |
139
|
$140 M
|
| Alexis Investment Partners, LLC |
2026 Q1
|
4/24/2026 |
35
|
$150 M
|
| Walker Asset Management, LLC |
2026 Q1
|
4/24/2026 |
145
|
$180 M
|
| BAYBAN |
2026 Q1
|
4/24/2026 |
671
|
$120 M
|
| Redwood Wealth Management Group, LLC |
2026 Q1
|
4/24/2026 |
179
|
$230 M
|
| NORTH POINT PORTFOLIO MANAGERS CORP/OH |
2026 Q1
|
4/24/2026 |
76
|
$560 M
|
| Key Financial Inc |
2026 Q1
|
4/24/2026 |
1,440
|
$560 M
|
| Equinox Partners Investment Management LLC |
2026 Q1
|
4/24/2026 |
11
|
$250 M
|
| SHAH CAPITAL MANAGEMENT |
2026 Q1
|
4/24/2026 |
11
|
$520 M
|
| Wealth Care LLC |
2026 Q1
|
4/24/2026 |
67
|
$110 M
|
| 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
|