| MATAURO, LLC |
2026 Q1
|
4/22/2026 |
145
|
$690 M
|
| Quintet Private Bank (Europe) S.A. |
2026 Q1
|
4/22/2026 |
187
|
$1.5 B
|
| NORRIS PERNE & FRENCH LLP/MI |
2026 Q1
|
4/22/2026 |
139
|
$1.5 B
|
| BRAUN STACEY ASSOCIATES INC |
2026 Q1
|
4/22/2026 |
112
|
$3.0 B
|
| Employees Provident Fund Board |
2009 Q1
|
4/22/2026 |
20
|
$390 M
|
| ABN AMRO Bank N.V. |
2026 Q1
|
4/22/2026 |
228
|
$9.3 B
|
| Traveka Wealth, LLC |
2026 Q1
|
4/22/2026 |
186
|
$260 M
|
| Employees Provident Fund Board |
2009 Q2
|
4/22/2026 |
20
|
$510 M
|
| Harbor Asset Planning, Inc. |
2026 Q1
|
4/22/2026 |
2,052
|
$120 M
|
| Employees Provident Fund Board |
2009 Q3
|
4/22/2026 |
20
|
$660 M
|
| Realta Investment Advisors |
2026 Q1
|
4/22/2026 |
367
|
$290 M
|
| Union Bancaire Privee, UBP SA |
2026 Q1
|
4/22/2026 |
487
|
$7.2 B
|
| Employees Provident Fund Board |
2009 Q4
|
4/22/2026 |
23
|
$690 M
|
| JIM SAULNIER & ASSOCIATES, LLC |
2026 Q1
|
4/22/2026 |
139
|
$210 M
|
| Sterling Capital Management LLC |
2026 Q1
|
4/22/2026 |
3,398
|
$5.3 B
|
| Summerhill Capital Management lnc. |
2026 Q1
|
4/22/2026 |
35
|
$110 M
|
| Towne Trust Company, N.A |
2026 Q1
|
4/22/2026 |
349
|
$310 M
|
| Pictet Asset Management Holding SA |
2026 Q1
|
4/22/2026 |
2,102
|
$95 B
|
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
2026 Q1
|
4/22/2026 |
21
|
$8.1 B
|
| Yoder Wealth Management, Inc. |
2026 Q1
|
4/22/2026 |
124
|
$220 M
|
| Border to Coast Pensions Partnership Ltd |
2026 Q1
|
4/22/2026 |
96
|
$5.9 B
|
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ |
2026 Q1
|
4/22/2026 |
450
|
$18 B
|
| Employees Provident Fund Board |
2010 Q1
|
4/22/2026 |
25
|
$780 M
|
| Employees Provident Fund Board |
2010 Q2
|
4/22/2026 |
25
|
$800 M
|
| Employees Provident Fund Board |
2010 Q3
|
4/22/2026 |
26
|
$980 M
|
| Employees Provident Fund Board |
2010 Q4
|
4/22/2026 |
24
|
$1.1 B
|
| Metropolis Capital Ltd |
2026 Q1
|
4/22/2026 |
16
|
$3.0 B
|
| APEIRON CAPITAL Ltd |
2026 Q1
|
4/22/2026 |
13
|
$110 M
|
| CALEDONIA INVESTMENTS PLC |
2026 Q1
|
4/22/2026 |
15
|
$860 M
|
| BWM Planning, LLC |
2026 Q1
|
4/21/2026 |
118
|
$380 M
|
| My Personal CFO, LLC |
2026 Q1
|
4/21/2026 |
88
|
$230 M
|
| Larry Mathis Financial Planning, LLC |
2026 Q1
|
4/21/2026 |
156
|
$110 M
|
| SEMITAM BONAM LLC |
2026 Q1
|
4/21/2026 |
44
|
$120 M
|
| Fund Resources Investment Holding Group Co Ltd |
2026 Q1
|
4/21/2026 |
1
|
$82 M
|
| Hofer & Associates. Inc |
2026 Q1
|
4/21/2026 |
64
|
$190 M
|
| Citrine Capital LLC |
2026 Q1
|
4/21/2026 |
58
|
$230 M
|
| Benchmark Financial, LLC |
2026 Q1
|
4/21/2026 |
52
|
$110 M
|
| MFA Wealth Services |
2026 Q1
|
4/21/2026 |
123
|
$150 M
|
| Foundry Financial LLC |
2026 Q1
|
4/21/2026 |
71
|
$240 M
|
| Foundation Wealth Management, LLC\PA |
2026 Q1
|
4/21/2026 |
91
|
$280 M
|
| ASO GROUP Ltd |
2026 Q1
|
4/21/2026 |
56
|
$240 M
|
| Shotwell Rutter Baer Inc |
2026 Q1
|
4/21/2026 |
38
|
$170 M
|
| Fearless Solutions, LLC dba Best Invest |
2026 Q1
|
4/21/2026 |
127
|
$170 M
|
| Mason & Associates, LLC |
2026 Q1
|
4/21/2026 |
44
|
$440 M
|
| ROMANO BROTHERS AND COMPANY |
2026 Q1
|
4/21/2026 |
319
|
$880 M
|
| Spectrum Asset Management, Inc. (NB/CA) |
2026 Q1
|
4/21/2026 |
121
|
$310 M
|
| Trilogy Capital Inc. |
2026 Q1
|
4/21/2026 |
405
|
$2.3 B
|
| MONTGOMERY INVESTMENT MANAGEMENT INC |
2026 Q1
|
4/21/2026 |
103
|
$290 M
|
| PDS Planning, Inc |
2026 Q1
|
4/21/2026 |
561
|
$1.5 B
|
| Oak Wealth Advisors LLC |
2026 Q1
|
4/21/2026 |
58
|
$180 M
|
| PINNACLE ASSOCIATES LTD |
2026 Q1
|
4/21/2026 |
960
|
$7.8 B
|
| STOLZ & ASSOCIATES, PS |
2026 Q1
|
4/21/2026 |
30
|
$140 M
|
| Financial Planning Navigators CORP |
2026 Q1
|
4/21/2026 |
51
|
$230 M
|
| Biltmore Wealth Management, LLC |
2026 Q1
|
4/21/2026 |
60
|
$280 M
|
| Sherrill & Hutchins Financial Advisory, Inc |
2026 Q1
|
4/21/2026 |
15
|
$170 M
|
| Navigation Wealth Management, Inc. |
2026 Q1
|
4/21/2026 |
32
|
$28 M
|
| Sitrin Capital Management LLC |
2026 Q1
|
4/21/2026 |
39
|
$200 M
|
| Morey & Quinn Wealth Partners, LLC |
2026 Q1
|
4/21/2026 |
136
|
$140 M
|
| Creekside Partners |
2026 Q1
|
4/21/2026 |
183
|
$240 M
|
| LYNWOOD PRICE CAPITAL MANAGEMENT LP |
2026 Q1
|
4/21/2026 |
14
|
$190 M
|
| DECISION INVESTMENTS, INC |
2026 Q1
|
4/21/2026 |
140
|
$88 M
|
| Madrid Wealth Management, LLC |
2026 Q1 - RESTATEMENT
|
4/21/2026 |
70
|
$130 M
|
| Two Point Capital Management, Inc. |
2026 Q1
|
4/21/2026 |
28
|
$230 M
|
| Pflug Koory, LLC |
2026 Q1
|
4/21/2026 |
419
|
$220 M
|
| Ketron Financial |
2026 Q1
|
4/21/2026 |
55
|
$280 M
|
| BankPlus Wealth Management LLC |
2026 Q1
|
4/21/2026 |
117
|
$190 M
|
| KW WEALTH MANAGEMENT LLC |
2026 Q1
|
4/21/2026 |
1
|
$0
|
| Hidden Cove Wealth Management, LLC |
2026 Q1
|
4/21/2026 |
109
|
$160 M
|
| PharVision Advisers, LLC |
2026 Q1
|
4/21/2026 |
7
|
$330 k
|
| FSA Investment Group, LLC |
2026 Q1
|
4/21/2026 |
45
|
$250 M
|
| Broadway Wealth Solutions, Inc. |
2026 Q1
|
4/21/2026 |
95
|
$190 M
|
| GAGNON SECURITIES LLC |
2026 Q1
|
4/21/2026 |
85
|
$430 M
|
| FULCRUM WEALTH ADVISORS, LLC |
2026 Q1
|
4/21/2026 |
72
|
$120 M
|
| Gagnon Advisors, LLC |
2026 Q1
|
4/21/2026 |
22
|
$140 M
|
| Crown Wealth Group, LLC |
2026 Q1
|
4/21/2026 |
145
|
$340 M
|
| Pinnacle Wealth Management Advisory Group, LLC |
2026 Q1
|
4/21/2026 |
550
|
$1.5 B
|
| HF Advisory Group, LLC |
2026 Q1
|
4/21/2026 |
166
|
$290 M
|
| Sicart Associates LLC |
2026 Q1
|
4/21/2026 |
74
|
$390 M
|
| Echo Wealth Management, LLC |
2026 Q1
|
4/21/2026 |
47
|
$170 M
|
| Fullerton Advisors, LLC |
2026 Q1
|
4/21/2026 |
53
|
$97 M
|
| Powers Advisory Group, LLC |
2026 Q1
|
4/21/2026 |
125
|
$280 M
|
| CHRISTINE MESSMER PC |
2026 Q1
|
4/21/2026 |
80
|
$160 M
|
| Sugar Maple Asset Management, LLC |
2026 Q1
|
4/21/2026 |
84
|
$160 M
|
| WMS Group LLC |
2026 Q1
|
4/21/2026 |
50
|
$69 M
|
| Next Level Wealth Planning, LLC |
2026 Q1
|
4/21/2026 |
73
|
$190 M
|
| VCI Wealth Management LLC |
2026 Q1
|
4/21/2026 |
123
|
$360 M
|
| Towneley Capital Management, Inc / DE |
2026 Q1
|
4/21/2026 |
42
|
$480 M
|
| Welch Group, LLC |
2026 Q1
|
4/21/2026 |
310
|
$2.7 B
|
| Sequent Planning LLC |
2026 Q1
|
4/21/2026 |
242
|
$410 M
|
| Delta Wealth Advisors LLC |
2026 Q1
|
4/21/2026 |
46
|
$130 M
|
| WEALTH EFFECTS LLC |
2026 Q1
|
4/21/2026 |
237
|
$280 M
|
| GRACE & WHITE INC /NY |
2026 Q1
|
4/21/2026 |
136
|
$570 M
|
| Colony Family Offices, LLC |
2026 Q1
|
4/21/2026 |
62
|
$410 M
|
| Piedmont Capital Management, LLC/NC |
2026 Q1
|
4/21/2026 |
119
|
$150 M
|
| WESBANCO BANK INC |
2026 Q1
|
4/21/2026 |
1,320
|
$3.6 B
|
| RETIREMENT PLANNING GROUP, LLC / NY |
2026 Q1
|
4/21/2026 |
94
|
$160 M
|
| Poehling Capital Management, INC. |
2026 Q1
|
4/21/2026 |
155
|
$470 M
|
| FIRST UNITED BANK & TRUST |
2026 Q1
|
4/21/2026 |
560
|
$310 M
|
| Clarus Group, Inc. |
2026 Q1
|
4/21/2026 |
113
|
$280 M
|
| Tassel Capital Management, Inc. |
2026 Q1
|
4/21/2026 |
37
|
$180 M
|