| Legacy Advisory Services, LLC |
2026 Q2
|
7/21/2026 |
54
|
$140 M
|
| SIMS INVESTMENT MANAGEMENT, LLC |
2026 Q2
|
7/21/2026 |
184
|
$320 M
|
| CIGNA INVESTMENTS INC /NEW |
2026 Q2
|
7/21/2026 |
485
|
$770 M
|
| LANARK FINANCIAL, INC. |
2026 Q2
|
7/21/2026 |
2,420
|
$1.5 B
|
| PARUS FINANCE (UK) Ltd |
2026 Q2
|
7/21/2026 |
37
|
$380 M
|
| INVESTMENT HOUSE LLC |
2026 Q2
|
7/21/2026 |
221
|
$1.9 B
|
| J.W. COLE ADVISORS, INC. |
2026 Q2
|
7/21/2026 |
1,593
|
$5.8 B
|
| Rodgers & Associates, LTD |
2026 Q2
|
7/21/2026 |
108
|
$1.1 B
|
| Human Investing LLC |
2026 Q2 - RESTATEMENT
|
7/21/2026 |
137
|
$770 M
|
| Themes Management Co LLC |
2026 Q2
|
7/21/2026 |
120
|
$150 M
|
| PARTNERS WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/21/2026 |
108
|
$100 M
|
| First National Advisers, LLC |
2026 Q2
|
7/21/2026 |
273
|
$710 M
|
| Unify Financial Advisors |
2026 Q2
|
7/21/2026 |
90
|
$110 M
|
| Pangea Capital Gestao de Recursos Ltda. |
2025 Q3
|
7/21/2026 |
8
|
$120 M
|
| Robeco Institutional Asset Management B.V. |
2026 Q2
|
7/21/2026 |
837
|
$81 B
|
| KIECKHEFER GROUP LLC |
2026 Q2
|
7/21/2026 |
65
|
$250 M
|
| Fiscal Wisdom Wealth Management, LLC |
2026 Q2
|
7/21/2026 |
102
|
$120 M
|
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna |
2026 Q2
|
7/21/2026 |
199
|
$300 M
|
| YANKCOM Partnership |
2026 Q2
|
7/21/2026 |
544
|
$280 M
|
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. |
2026 Q2
|
7/21/2026 |
40
|
$140 M
|
| Morningstar Investment Management LLC |
2026 Q2
|
7/21/2026 |
317
|
$1.6 B
|
| Integrity Investment Advisors, LLC |
2026 Q2
|
7/21/2026 |
72
|
$230 M
|
| ST GERMAIN D J CO INC |
2026 Q2
|
7/21/2026 |
914
|
$2.8 B
|
| F&V Capital Management, LLC |
2026 Q2
|
7/21/2026 |
63
|
$540 M
|
| Old Port Advisors |
2026 Q2
|
7/21/2026 |
267
|
$510 M
|
| Councilor Wealth, LLC |
2026 Q2
|
7/21/2026 |
88
|
$250 M
|
| Seascape Capital Management |
2026 Q2
|
7/21/2026 |
96
|
$420 M
|
| Hillcrest Wealth Advisors - NY, LLC |
2026 Q2
|
7/21/2026 |
56
|
$280 M
|
| SSA SWISS ADVISORS AG |
2026 Q1
|
7/21/2026 |
94
|
$220 M
|
| IFM Investors Pty Ltd |
2026 Q2
|
7/21/2026 |
641
|
$15 B
|
| HOWARD WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/21/2026 |
156
|
$270 M
|
| Wealth Management Associates, Inc. |
2026 Q2
|
7/21/2026 |
254
|
$360 M
|
| Louisiana State Employees Retirement System |
2026 Q2 - RESTATEMENT
|
7/21/2026 |
1,612
|
$6.7 B
|
| Blue Trust, Inc. |
2026 Q2
|
7/21/2026 |
3,745
|
$9.5 B
|
| Discipline Wealth Solutions, LLC |
2026 Q2
|
7/21/2026 |
197
|
$1.1 B
|
| Katamaran Capital LLP |
2026 Q2
|
7/21/2026 |
36
|
$130 M
|
| Rydar Equities, Inc. |
2026 Q2
|
7/20/2026 |
107
|
$180 M
|
| Cottage Street Advisors LLC |
2026 Q2
|
7/20/2026 |
149
|
$260 M
|
| Valued Wealth Advisors LLC |
2026 Q2
|
7/20/2026 |
913
|
$280 M
|
| Hingham Institution for Savings |
2026 Q2
|
7/20/2026 |
15
|
$130 M
|
| MOTIVE WEALTH ADVISORS |
2026 Q2
|
7/20/2026 |
96
|
$240 M
|
| Oak Thistle LLC |
2026 Q2
|
7/20/2026 |
466
|
$1.0 B
|
| Triumph Capital Management |
2026 Q2
|
7/20/2026 |
1,861
|
$550 M
|
| Fulcrum Capital LLC |
2026 Q2
|
7/20/2026 |
103
|
$490 M
|
| Triasima Portfolio Management inc. |
2026 Q2
|
7/20/2026 |
127
|
$740 M
|
| SEARCY FINANCIAL SERVICES INC /ADV |
2026 Q2
|
7/20/2026 |
27
|
$300 M
|
| Clearwave Capital, LLC |
2026 Q2
|
7/20/2026 |
166
|
$180 M
|
| Boyer Financial Services, Inc. |
2026 Q2
|
7/20/2026 |
57
|
$120 M
|
| Alpha Zero LLC |
2026 Q2
|
7/20/2026 |
107
|
$260 M
|
| Connecticut Capital Management Group, LLC |
2026 Q2
|
7/20/2026 |
195
|
$120 M
|
| RIVERCHASE WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/20/2026 |
79
|
$210 M
|
| FSA Investment Group, LLC |
2026 Q2
|
7/20/2026 |
47
|
$310 M
|
| AA Financial Advisors, LLC |
2026 Q2
|
7/20/2026 |
230
|
$830 M
|
| BankPlus Wealth Management LLC |
2026 Q2
|
7/20/2026 |
126
|
$220 M
|
| WEST PACES ADVISORS INC. |
2026 Q2
|
7/20/2026 |
765
|
$600 M
|
| Crane Advisory, LLC |
2026 Q2
|
7/20/2026 |
55
|
$700 M
|
| Cornerstone Wealth Advisors, Inc. |
2026 Q2
|
7/20/2026 |
55
|
$480 M
|
| BCK Partners, Inc. |
2026 Q2
|
7/20/2026 |
28
|
$210 M
|
| Marshall Financial Group, LLC |
2026 Q2
|
7/20/2026 |
311
|
$690 M
|
| WD RUTHERFORD LLC |
2026 Q2
|
7/20/2026 |
75
|
$280 M
|
| Sowell Financial Services LLC |
2026 Q2
|
7/20/2026 |
1,162
|
$3.1 B
|
| GHP Investment Advisors, Inc. |
2026 Q2
|
7/20/2026 |
1,639
|
$2.7 B
|
| GUARDIAN INVESTMENT MANAGEMENT |
2026 Q2
|
7/20/2026 |
60
|
$150 M
|
| Miura Global Management, LLC |
2026 Q2
|
7/20/2026 |
13
|
$25 M
|
| Tumwater Wealth Management, LLC |
2026 Q2
|
7/20/2026 |
33
|
$280 M
|
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV |
2026 Q2
|
7/20/2026 |
223
|
$750 M
|
| PATHWAY WEALTH MANAGEMENT LLC |
2026 Q2
|
7/20/2026 |
31
|
$140 M
|
| Colony Family Offices, LLC |
2026 Q2
|
7/20/2026 |
61
|
$460 M
|
| PCB Capital LLC |
2026 Q2
|
7/20/2026 |
209
|
$82 M
|
| Global Financial Private Client, LLC |
2026 Q2
|
7/20/2026 |
366
|
$370 M
|
| Phraction Management LLC |
2026 Q2
|
7/20/2026 |
66
|
$600 M
|
| Objective Capital Management, LLC |
2026 Q2
|
7/20/2026 |
103
|
$110 M
|
| Thomasville National Bank |
2026 Q2
|
7/20/2026 |
311
|
$1.8 B
|
| Live Oak Private Wealth LLC |
2026 Q2
|
7/20/2026 |
211
|
$800 M
|
| Arcadia Wealth Management, LLC |
2026 Q2
|
7/20/2026 |
66
|
$320 M
|
| Sterling Investment Counsel, LLC |
2026 Q2
|
7/20/2026 |
197
|
$420 M
|
| SMITHBRIDGE ASSET MANAGEMENT INC/DE |
2026 Q2
|
7/20/2026 |
188
|
$730 M
|
| TICINO WEALTH |
2026 Q2
|
7/20/2026 |
135
|
$320 M
|
| Clarity Financial LLC |
2026 Q2
|
7/20/2026 |
132
|
$1.2 B
|
| FARMERS & MERCHANTS INVESTMENTS INC |
2026 Q2
|
7/20/2026 |
1,760
|
$4.1 B
|
| Hixon Zuercher, LLC |
2026 Q2
|
7/20/2026 |
88
|
$340 M
|
| Hansen & Associates Financial Group, Inc. |
2026 Q2
|
7/20/2026 |
45
|
$170 M
|
| FINANCIAL ADVISORY PARTNERS, LLC |
2026 Q2
|
7/20/2026 |
74
|
$380 M
|
| First Nebraska Trust Co |
2015 Q1
|
7/20/2026 |
101
|
$340 M
|
| Counterpoint Mutual Funds LLC |
2026 Q2
|
7/20/2026 |
295
|
$1.0 B
|
| GFG Capital, LLC |
2026 Q2
|
7/20/2026 |
155
|
$360 M
|
| White Pine Investment CO |
2026 Q2
|
7/20/2026 |
73
|
$470 M
|
| First Nebraska Trust Co |
2015 Q2
|
7/20/2026 |
101
|
$330 M
|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
2026 Q2
|
7/20/2026 |
424
|
$2.0 B
|
| Allied Investment Advisors, LLC |
2026 Q2
|
7/20/2026 |
110
|
$800 M
|
| PFS Partners, LLC |
2026 Q2
|
7/20/2026 |
599
|
$250 M
|
| MeadowBrook Investment Advisors LLC |
2026 Q2
|
7/20/2026 |
196
|
$130 M
|
| Palisade Asset Management, LLC |
2026 Q2
|
7/20/2026 |
204
|
$1.1 B
|
| Koa Wealth Management, LLC |
2026 Q2
|
7/20/2026 |
54
|
$150 M
|
| Merit Financial Group, LLC |
2026 Q2 - RESTATEMENT
|
7/20/2026 |
10,700
|
$16 B
|
| China-UAE Investment Cooperation Fund, L.P. |
2026 Q2
|
7/20/2026 |
1
|
$45 M
|
| KAVAR CAPITAL PARTNERS GROUP, LLC |
2026 Q2
|
7/20/2026 |
204
|
$810 M
|
| Canaan Partners XI LLC |
2026 Q2
|
7/20/2026 |
3
|
$130 M
|
| John W. Brooker & Co., CPAs |
2026 Q2
|
7/20/2026 |
71
|
$83 M
|
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC |
2026 Q2
|
7/20/2026 |
39
|
$190 M
|