| MQS Management LLC |
2026 Q1
|
4/23/2026 |
366
|
$150 M
|
| Equita Financial Network, Inc. |
2026 Q1
|
4/23/2026 |
87
|
$320 M
|
| PEREGRINE CAPITAL MANAGEMENT LLC |
2026 Q1
|
4/23/2026 |
290
|
$2.7 B
|
| Element Squared LLC |
2026 Q1
|
4/23/2026 |
42
|
$180 M
|
| WENDELL DAVID ASSOCIATES INC |
2026 Q1
|
4/23/2026 |
151
|
$920 M
|
| COLUMBIA ADVISORY PARTNERS LLC |
2026 Q1
|
4/23/2026 |
92
|
$160 M
|
| Game Plan Financial Advisors, LLC |
2026 Q1
|
4/23/2026 |
348
|
$220 M
|
| COURIER CAPITAL LLC |
2026 Q1 - RESTATEMENT
|
4/23/2026 |
385
|
$1.8 B
|
| Laurel Wealth Planning LLC |
2026 Q1
|
4/23/2026 |
59
|
$190 M
|
| Global Trust Asset Management, LLC |
2026 Q1
|
4/23/2026 |
483
|
$260 M
|
| iA Global Asset Management Inc. |
2026 Q1
|
4/23/2026 |
396
|
$7.1 B
|
| First Pacific Financial |
2026 Q1
|
4/23/2026 |
663
|
$780 M
|
| Industrial Alliance Investment Management Inc. |
2026 Q1
|
4/23/2026 |
8
|
$170 M
|
| Unify Financial Advisors |
2026 Q1
|
4/23/2026 |
89
|
$96 M
|
| Scissortail Wealth Management, LLC |
2026 Q1
|
4/23/2026 |
115
|
$500 M
|
| TFC Financial Management, Inc. |
2026 Q1
|
4/23/2026 |
998
|
$810 M
|
| J.W. COLE ADVISORS, INC. |
2026 Q1
|
4/23/2026 |
785
|
$3.0 B
|
| Farmers & Merchants Trust Co of Chambersburg PA |
2026 Q1
|
4/23/2026 |
333
|
$360 M
|
| Sinvest Investments II Ltd. |
2026 Q1
|
4/23/2026 |
1
|
$290 M
|
| Catalyst Investment Management LLC |
2026 Q1
|
4/23/2026 |
65
|
$90 M
|
| Bell Bank |
2026 Q1
|
4/23/2026 |
232
|
$2.4 B
|
| O'Connor Financial Group LLC |
2026 Q1
|
4/23/2026 |
58
|
$240 M
|
| CAPITAL MANAGEMENT CORP /VA |
2026 Q1
|
4/23/2026 |
71
|
$590 M
|
| Willis Johnson & Associates, Inc. |
2026 Q1
|
4/23/2026 |
197
|
$1.7 B
|
| Bank of Italy |
2026 Q1
|
4/23/2026 |
8
|
$2.2 B
|
| Fortune Financial Group, Inc. |
2026 Q1
|
4/23/2026 |
107
|
$110 M
|
| WEST BANCORPORATION INC |
2026 Q1
|
4/23/2026 |
98
|
$200 M
|
| WealthPoint Financial, LLC |
2026 Q1
|
4/23/2026 |
117
|
$110 M
|
| S.E.E.D. Planning Group LLC |
2026 Q1
|
4/23/2026 |
89
|
$340 M
|
| HOWARD BAILEY SECURITIES, LLC |
2026 Q1
|
4/23/2026 |
122
|
$240 M
|
| NJ State Employees Deferred Compensation Plan |
2026 Q1
|
4/23/2026 |
1
|
$0
|
| Mattern Wealth Management LLC |
2026 Q1
|
4/23/2026 |
158
|
$510 M
|
| Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York |
2026 Q1
|
4/23/2026 |
2
|
$430 M
|
| SUMMIT WEALTH GROUP LLC / CO |
2026 Q1
|
4/23/2026 |
339
|
$950 M
|
| DUPONT CAPITAL MANAGEMENT CORP |
2026 Q1
|
4/23/2026 |
101
|
$880 M
|
| FARMERS & MERCHANTS INVESTMENTS INC |
2026 Q1
|
4/23/2026 |
1,760
|
$3.6 B
|
| Blackston Financial Advisory Group, LLC |
2026 Q1
|
4/23/2026 |
106
|
$160 M
|
| NewCorp Financial Services, Inc. |
2026 Q1
|
4/23/2026 |
50
|
$120 M
|
| VISTA INVESTMENT PARTNERS II, LLC |
2026 Q1
|
4/23/2026 |
157
|
$220 M
|
| Merrion Investment Management Co, LLC |
2026 Q1
|
4/23/2026 |
109
|
$190 M
|
| Glass Jacobson Investment Advisors llc |
2026 Q1
|
4/23/2026 |
607
|
$290 M
|
| Noble Family Wealth, LLC |
2026 Q1 - RESTATEMENT
|
4/23/2026 |
76
|
$480 M
|
| waypoint wealth counsel |
2026 Q1
|
4/23/2026 |
350
|
$190 M
|
| Walleye Partners, LLC |
2026 Q1
|
4/23/2026 |
54
|
$81 M
|
| North Star Investment Management Corp. |
2026 Q1
|
4/23/2026 |
1,700
|
$1.7 B
|
| 3Chopt Investment Partners, LLC |
2026 Q1
|
4/23/2026 |
240
|
$440 M
|
| Private Wealth Group, LLC |
2026 Q1 - RESTATEMENT
|
4/23/2026 |
71
|
$210 M
|
| Three Magnolias Financial Advisors, LLC |
2026 Q1
|
4/23/2026 |
103
|
$160 M
|
| Avant Financial Advisors LLC |
2026 Q1
|
4/23/2026 |
65
|
$140 M
|
| Orca Investment Management, LLC |
2026 Q1
|
4/23/2026 |
57
|
$120 M
|
| Guardian Wealth Management, LLC |
2026 Q1
|
4/23/2026 |
30
|
$330 M
|
| Catalina Capital Group, LLC |
2026 Q1
|
4/23/2026 |
176
|
$170 M
|
| Etesian Wealth Advisors, Inc. |
2026 Q1
|
4/23/2026 |
138
|
$310 M
|
| Financial Guidance Group, Inc. |
2026 Q1
|
4/23/2026 |
89
|
$250 M
|
| Ameliora Wealth Management Ltd. |
2026 Q1
|
4/23/2026 |
232
|
$310 M
|
| Greenhouse Wealth Management, LLC |
2026 Q1
|
4/23/2026 |
57
|
$160 M
|
| BXM Wealth LLC |
2026 Q1
|
4/23/2026 |
131
|
$130 M
|
| Bigelow Investment Advisors, LLC |
2026 Q1
|
4/23/2026 |
153
|
$250 M
|
| Barry Investment Advisors, LLC |
2026 Q1
|
4/23/2026 |
99
|
$450 M
|
| LITTLEJOHN FINANCIAL SERVICES, INC. |
2026 Q1
|
4/23/2026 |
61
|
$130 M
|
| Oregon Pacific Wealth Management, LLC |
2026 Q1
|
4/23/2026 |
125
|
$96 M
|
| Castellan Group |
2026 Q1
|
4/23/2026 |
37
|
$730 M
|
| SageGuard Financial Group, LLC |
2026 Q1
|
4/23/2026 |
196
|
$650 M
|
| Dupree Financial Group, LLC |
2026 Q1
|
4/23/2026 |
108
|
$250 M
|
| Next Level Private LLC |
2026 Q1
|
4/23/2026 |
175
|
$440 M
|
| Macco Financial Group, Inc. |
2026 Q1
|
4/23/2026 |
21
|
$130 M
|
| Investment Planning Advisors, Inc. |
2026 Q1
|
4/23/2026 |
107
|
$360 M
|
| Lansforsakringar Fondforvaltning AB (publ) |
2026 Q1
|
4/23/2026 |
554
|
$19 B
|
| Broad Peak Investment Advisers Pte Ltd |
2026 Q1
|
4/23/2026 |
23
|
$490 M
|
| PPSC Investment Service Corp |
2026 Q1
|
4/23/2026 |
8
|
$1.3 B
|
| PayPay Securities Corp |
2026 Q1
|
4/23/2026 |
301
|
$2.9 M
|
| Analyst IMS Investment Management Services Ltd. |
2026 Q1
|
4/23/2026 |
214
|
$3.3 B
|
| Accurate Wealth Management, LLC |
2026 Q1
|
4/22/2026 |
533
|
$830 M
|
| ICG Advisors, LLC |
2026 Q1 - RESTATEMENT
|
4/22/2026 |
4
|
$26 M
|
| Arbor Wealth Advisors LLC |
2026 Q1
|
4/22/2026 |
56
|
$140 M
|
| SimpliFi, Inc. |
2026 Q1
|
4/22/2026 |
43
|
$240 M
|
| TBH Global Asset Management, LLC |
2026 Q1
|
4/22/2026 |
245
|
$500 M
|
| Sentry LLC |
2026 Q1
|
4/22/2026 |
118
|
$310 M
|
| BURRUS FINANCIAL SERVICES, INC. |
2026 Q1
|
4/22/2026 |
11
|
$220 M
|
| DORVAL Corp |
2026 Q1
|
4/22/2026 |
45
|
$320 M
|
| Silver Coast Investments LLC |
2026 Q1
|
4/22/2026 |
119
|
$310 M
|
| Avise Financial Cooperative, Inc. |
2026 Q1
|
4/22/2026 |
102
|
$120 M
|
| RBA Wealth Management, LLC |
2026 Q1
|
4/22/2026 |
92
|
$280 M
|
| TICINO WEALTH |
2026 Q1
|
4/22/2026 |
138
|
$290 M
|
| SFG Wealth Management, LLC. |
2026 Q1
|
4/22/2026 |
100
|
$240 M
|
| Clear Creek Financial Management, LLC |
2026 Q1
|
4/22/2026 |
608
|
$1.3 B
|
| Sterling Wealth Advisors Inc |
2026 Q1
|
4/22/2026 |
20
|
$180 M
|
| KG Capital Management |
2026 Q1
|
4/22/2026 |
123
|
$140 M
|
| AJ Advisors, LLC |
2026 Q1
|
4/22/2026 |
33
|
$270 M
|
| Aegis Wealth Management LLC |
2026 Q1
|
4/22/2026 |
118
|
$170 M
|
| VIEWPOINT INVESTMENT PARTNERS CORP |
2026 Q1
|
4/22/2026 |
97
|
$220 M
|
| Lakewood Asset Management LLC |
2026 Q1
|
4/22/2026 |
107
|
$160 M
|
| McElhenny Sheffield Capital Management, LLC |
2026 Q1
|
4/22/2026 |
95
|
$400 M
|
| UG Investment Advisers Ltd. |
2026 Q1
|
4/22/2026 |
15
|
$150 M
|
| WEBER CAPITAL MANAGEMENT LLC /ADV |
2026 Q1
|
4/22/2026 |
14
|
$100 M
|
| McBroom & Associates, LLC |
2026 Q1
|
4/22/2026 |
36
|
$180 M
|
| Davidson Kahn Capital Management, LLC |
2026 Q1
|
4/22/2026 |
62
|
$190 M
|
| QUARRY HILL ADVISORS, LLC |
2026 Q1
|
4/22/2026 |
51
|
$240 M
|
| Abundance Wealth Counselors |
2026 Q1
|
4/22/2026 |
246
|
$700 M
|
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. |
2026 Q1
|
4/22/2026 |
178
|
$1.4 B
|