| ALPINE ASSOCIATES MANAGEMENT INC. |
2026 Q1
|
4/21/2026 |
70
|
$1.7 B
|
| Kane Co Wealth Management, Inc. |
2026 Q1
|
4/21/2026 |
51
|
$120 M
|
| SWS Partners |
2026 Q1
|
4/21/2026 |
112
|
$410 M
|
| E&G Advisors, LP |
2026 Q1
|
4/21/2026 |
236
|
$450 M
|
| Flagship Capital Management Inc. |
2026 Q1
|
4/21/2026 |
48
|
$140 M
|
| Mendel Capital Management LLC |
2026 Q1
|
4/21/2026 |
102
|
$200 M
|
| TRITONPOINT WEALTH, LLC |
2026 Q1
|
4/21/2026 |
268
|
$930 M
|
| Alpine Bank Wealth Management |
2026 Q1
|
4/21/2026 |
272
|
$690 M
|
| Olstein Capital Management, L.P. |
2026 Q1
|
4/21/2026 |
99
|
$460 M
|
| Dougherty & Associates, LLC |
2026 Q1
|
4/21/2026 |
52
|
$110 M
|
| Founders Capital Management |
2026 Q1
|
4/21/2026 |
390
|
$200 M
|
| Roth Financial Partners LLC |
2026 Q1
|
4/21/2026 |
31
|
$290 M
|
| North Forty Two & Co. |
2026 Q1
|
4/21/2026 |
97
|
$110 M
|
| Hippocratic Financial Advisors, LLC |
2026 Q1
|
4/21/2026 |
33
|
$230 M
|
| Compass Planning Associates Inc |
2026 Q1
|
4/21/2026 |
30
|
$160 M
|
| ACCREDITED INVESTOR SERVICES, LLC |
2026 Q1
|
4/21/2026 |
77
|
$160 M
|
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS |
2026 Q1
|
4/21/2026 |
88
|
$190 M
|
| J.M. Arbour, LLC |
2026 Q1
|
4/21/2026 |
190
|
$100 M
|
| Keystone Financial Services, LLC |
2026 Q1
|
4/21/2026 |
58
|
$150 M
|
| Argo Wealth Advisory, LLC |
2026 Q1
|
4/21/2026 |
48
|
$170 M
|
| Northern Lights Advisors, Inc. |
2026 Q1
|
4/21/2026 |
57
|
$150 M
|
| Shepherd Street Advisors LLC |
2026 Q1
|
4/21/2026 |
86
|
$100 M
|
| Strategic Equity Management |
2026 Q1
|
4/21/2026 |
70
|
$270 M
|
| MAYPORT, LLC |
2026 Q1
|
4/21/2026 |
130
|
$540 M
|
| CFM WEALTH PARTNERS LLC |
2026 Q1
|
4/21/2026 |
143
|
$670 M
|
| Pallas Capital Advisors LLC |
2026 Q1
|
4/21/2026 |
862
|
$2.7 B
|
| SLT Holdings LLC |
2026 Q1
|
4/21/2026 |
136
|
$150 M
|
| EVERPAR ADVISORS LLC |
2026 Q1
|
4/21/2026 |
282
|
$290 M
|
| Claro Advisors Inc. |
2026 Q1
|
4/21/2026 |
506
|
$830 M
|
| S Harris Financial Group, LLC |
2026 Q1
|
4/21/2026 |
107
|
$110 M
|
| Trivium Point Advisory, LLC |
2026 Q1
|
4/21/2026 |
270
|
$550 M
|
| Magnolia Private Wealth, LLC |
2026 Q1
|
4/21/2026 |
134
|
$150 M
|
| OUTFITTERS FINANCIAL LLC |
2026 Q1
|
4/21/2026 |
80
|
$130 M
|
| AVAII WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/21/2026 |
158
|
$290 M
|
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV |
2026 Q1
|
4/21/2026 |
83
|
$330 M
|
| FOUNDATION RESOURCE MANAGEMENT INC |
2026 Q1
|
4/21/2026 |
55
|
$890 M
|
| Willow Financial LLC |
2026 Q1
|
4/21/2026 |
37
|
$99 M
|
| Huntleigh Advisors, Inc. |
2026 Q1
|
4/21/2026 |
282
|
$580 M
|
| GILPIN WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/21/2026 |
999
|
$130 M
|
| Marietta Wealth Management, LLC |
2026 Q1
|
4/21/2026 |
129
|
$840 M
|
| Curat Global, LLC |
2026 Q1
|
4/21/2026 |
266
|
$100 M
|
| Aurdan Capital Management, LLC |
2026 Q1
|
4/21/2026 |
88
|
$330 M
|
| Gutierrez Wealth Advisory, LLC |
2026 Q1
|
4/21/2026 |
110
|
$160 M
|
| J.E. Simmons & Co., P.C. |
2026 Q1
|
4/21/2026 |
66
|
$150 M
|
| Savior LLC |
2026 Q1
|
4/21/2026 |
18
|
$28 M
|
| PATTON ALBERTSON MILLER GROUP, LLC |
2026 Q1
|
4/21/2026 |
212
|
$840 M
|
| Hudson Oak Wealth Advisory LLC |
2026 Q1
|
4/21/2026 |
52
|
$120 M
|
| Aerodigm Wealth, LLC |
2026 Q1
|
4/21/2026 |
86
|
$270 M
|
| Aerodigm Wealth, LLC |
2025 Q4 - RESTATEMENT
|
4/21/2026 |
95
|
$260 M
|
| Kingsman Wealth Management, Inc. |
2026 Q1
|
4/21/2026 |
70
|
$180 M
|
| HENNESSY ADVISORS INC |
2026 Q1
|
4/21/2026 |
278
|
$2.8 B
|
| McGlone Suttner Wealth Management, Inc. |
2026 Q1
|
4/21/2026 |
189
|
$760 M
|
| Financial Planning Hawaii, Inc. |
2026 Q1
|
4/21/2026 |
123
|
$170 M
|
| Hosking Partners LLP |
2026 Q1
|
4/21/2026 |
99
|
$2.8 B
|
| Employees Provident Fund Board |
2011 Q1
|
4/21/2026 |
30
|
$1.2 B
|
| October Effect Ltd |
2026 Q1
|
4/21/2026 |
64
|
$87 M
|
| Centennial Advisors, LLC |
2026 Q1
|
4/21/2026 |
83
|
$79 M
|
| Employees Provident Fund Board |
2011 Q2
|
4/21/2026 |
30
|
$1.3 B
|
| Employees Provident Fund Board |
2011 Q3
|
4/21/2026 |
30
|
$1.3 B
|
| INSTRUMENTAL WEALTH, LLC |
2026 Q1
|
4/21/2026 |
73
|
$160 M
|
| Employees Provident Fund Board |
2011 Q4
|
4/21/2026 |
30
|
$1.5 B
|
| MOSELEY INVESTMENT MANAGEMENT INC |
2026 Q1
|
4/21/2026 |
163
|
$310 M
|
| Ivory Union Consulting Ltd |
2025 Q4
|
4/21/2026 |
4
|
$140 M
|
| MASECO LLP |
2026 Q1
|
4/21/2026 |
391
|
$3.2 B
|
| OLD NATIONAL BANCORP /IN/ |
2026 Q1
|
4/21/2026 |
1,250
|
$6.0 B
|
| Artesa Financial Group, LLC |
2026 Q1
|
4/21/2026 |
55
|
$100 M
|
| Clio Asset Management LLC |
2026 Q1
|
4/21/2026 |
16
|
$120 M
|
| Aaron Wealth Advisors LLC |
2026 Q1
|
4/21/2026 |
691
|
$1.8 B
|
| FOSTER & MOTLEY INC |
2026 Q1
|
4/21/2026 |
395
|
$1.9 B
|
| bLong Financial, LLC |
2026 Q1
|
4/21/2026 |
76
|
$130 M
|
| Urban Wealth Management, LLC |
2026 Q1
|
4/21/2026 |
93
|
$98 M
|
| AEGON USA Investment Management, LLC |
2026 Q1
|
4/21/2026 |
41
|
$130 M
|
| Berkshire Money Management, Inc. |
2026 Q1
|
4/21/2026 |
52
|
$980 M
|
| WealthNavi Inc. |
2026 Q1
|
4/21/2026 |
11
|
$12 B
|
| Employees Provident Fund Board |
2012 Q1
|
4/21/2026 |
30
|
$1.5 B
|
| Employees Provident Fund Board |
2012 Q2
|
4/21/2026 |
31
|
$1.6 B
|
| Employees Provident Fund Board |
2012 Q3
|
4/21/2026 |
31
|
$1.7 B
|
| Employees Provident Fund Board |
2012 Q4
|
4/21/2026 |
41
|
$2.0 B
|
| OP Asset Management Ltd |
2025 Q4
|
4/21/2026 |
776
|
$8.4 B
|
| Generali Investments Towarzystwo Funduszy Inwestycyjnych |
2026 Q1
|
4/21/2026 |
146
|
$190 M
|
| Generali Powszechne Towarzystwo Emerytalne |
2026 Q1
|
4/21/2026 |
28
|
$570 M
|
| GHP Investment Advisors, Inc. |
2026 Q1
|
4/21/2026 |
1,637
|
$2.4 B
|
| Falcon Wealth Planning |
2026 Q1
|
4/20/2026 |
236
|
$1.5 B
|
| Decker Retirement Planning Inc. |
2026 Q1
|
4/20/2026 |
284
|
$220 M
|
| Tumwater Wealth Management, LLC |
2026 Q1
|
4/20/2026 |
34
|
$250 M
|
| BCU Wealth Advisors, LLC |
2026 Q1
|
4/20/2026 |
60
|
$270 M
|
| AA Financial Advisors, LLC |
2026 Q1
|
4/20/2026 |
221
|
$710 M
|
| MRWM Advisors, LLC |
2026 Q1
|
4/20/2026 |
74
|
$180 M
|
| Drum Hill Capital, LLC |
2026 Q1
|
4/20/2026 |
46
|
$110 M
|
| WJ Interests, LLC |
2026 Q1
|
4/20/2026 |
20
|
$260 M
|
| SmartHarvest Portfolios, LLC |
2026 Q1
|
4/20/2026 |
387
|
$240 M
|
| James Reed Financial Services, Inc. |
2026 Q1
|
4/20/2026 |
17
|
$120 M
|
| Grey Ledge Advisors, LLC |
2026 Q1
|
4/20/2026 |
239
|
$440 M
|
| Morton Brown Family Wealth, LLC |
2026 Q1
|
4/20/2026 |
292
|
$380 M
|
| Independent Wealth Network Inc. |
2026 Q1
|
4/20/2026 |
301
|
$340 M
|
| LS Investment Advisors, LLC |
2026 Q1
|
4/20/2026 |
126
|
$670 M
|
| Concurrent Investment Advisors, LLC |
2026 Q1
|
4/20/2026 |
3,357
|
$9.2 B
|
| Tanglewood Wealth Management, Inc. |
2026 Q1
|
4/20/2026 |
38
|
$1.2 B
|
| Fort Henry Capital, LLC |
2026 Q1
|
4/20/2026 |
17
|
$170 M
|
| Columbia Asset Management |
2026 Q1
|
4/20/2026 |
170
|
$530 M
|