| Family CFO Inc |
2026 Q2
|
7/20/2026 |
47
|
$260 M
|
| Empirical Capital Management, LLC |
2026 Q2
|
7/20/2026 |
33
|
$370 M
|
| SlateStone Wealth, LLC |
2026 Q2
|
7/20/2026 |
296
|
$1.3 B
|
| OAK FAMILY ADVISORS, LLC |
2026 Q2
|
7/20/2026 |
111
|
$390 M
|
| FLC Capital Advisors |
2026 Q2
|
7/20/2026 |
236
|
$620 M
|
| Aull & Monroe Investment Management Corp |
2026 Q2
|
7/20/2026 |
126
|
$240 M
|
| Sage Capital Management, LLC |
2026 Q2
|
7/20/2026 |
167
|
$260 M
|
| GATEWAY INVESTMENT ADVISERS LLC |
2026 Q2
|
7/20/2026 |
779
|
$10 B
|
| SALZHAUER MICHAEL |
2026 Q2
|
7/20/2026 |
89
|
$290 M
|
| WEBSTER BANK, N. A. |
2026 Q2
|
7/20/2026 |
850
|
$1.2 B
|
| Human Investing LLC |
2026 Q2
|
7/20/2026 |
132
|
$690 M
|
| Interchange Capital Partners, LLC |
2026 Q2
|
7/20/2026 |
430
|
$530 M
|
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
2026 Q2
|
7/20/2026 |
120
|
$700 M
|
| GUYASUTA INVESTMENT ADVISORS INC |
2026 Q2
|
7/20/2026 |
277
|
$1.9 B
|
| Owl Creek Wealth Partners LLC |
2026 Q2
|
7/20/2026 |
1,289
|
$340 M
|
| Sound Income Strategies, LLC |
2026 Q2
|
7/20/2026 |
483
|
$2.2 B
|
| Altrafin AG |
2026 Q2 - RESTATEMENT
|
7/20/2026 |
44
|
$260 M
|
| PETREDIS INVESTMENT ADVISORS LLC |
2026 Q2
|
7/20/2026 |
115
|
$1.5 B
|
| ENTRUST FINANCIAL LLC |
2026 Q2
|
7/20/2026 |
445
|
$150 M
|
| First Pacific Financial |
2026 Q2
|
7/20/2026 |
510
|
$840 M
|
| Louisiana State Employees Retirement System |
2026 Q2
|
7/20/2026 |
1,604
|
$5.7 B
|
| HAMILTON CAPITAL PARTNERS, LLC |
2026 Q2
|
7/20/2026 |
32
|
$340 M
|
| IFP Advisors, Inc |
2026 Q2
|
7/20/2026 |
5,147
|
$5.5 B
|
| Brindle & Bay Financial Advisors, LLC |
2026 Q2
|
7/20/2026 |
86
|
$200 M
|
| FIRST UNITED BANK & TRUST |
2026 Q2
|
7/20/2026 |
589
|
$350 M
|
| Covenant Asset Management, LLC |
2026 Q2
|
7/20/2026 |
164
|
$590 M
|
| Sky Investment Group LLC |
2026 Q2
|
7/20/2026 |
146
|
$640 M
|
| Opal Wealth Advisors, LLC |
2026 Q2
|
7/20/2026 |
224
|
$460 M
|
| Abacus Planning Group, Inc. |
2026 Q2
|
7/20/2026 |
259
|
$810 M
|
| STRATEGIC INVESTMENT MANAGEMENT, LLC |
2026 Q2
|
7/20/2026 |
16
|
$290 M
|
| Myriad Asset Management US LP |
2026 Q2
|
7/20/2026 |
52
|
$72 M
|
| Legend Financial Advisors, Inc. |
2026 Q2
|
7/20/2026 |
40
|
$180 M
|
| TrustBank |
2026 Q2
|
7/20/2026 |
175
|
$290 M
|
| QUANTUM FINANCIAL PARTNERS LLC |
2026 Q2
|
7/20/2026 |
153
|
$200 M
|
| GUIDANCE CAPITAL, INC |
2026 Q2
|
7/20/2026 |
233
|
$470 M
|
| Envestnet Portfolio Solutions, Inc. |
2026 Q2
|
7/20/2026 |
1,369
|
$21 B
|
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC |
2026 Q2
|
7/20/2026 |
352
|
$220 M
|
| Physician Wealth Advisors, Inc. |
2026 Q2
|
7/20/2026 |
2,334
|
$840 M
|
| B.O.S.S. Retirement Advisors, LLC |
2026 Q2
|
7/20/2026 |
157
|
$370 M
|
| ARKANSAS FINANCIAL GROUP, INC. |
2026 Q2
|
7/20/2026 |
97
|
$770 M
|
| Gibraltar Capital Management, Inc. |
2026 Q2
|
7/20/2026 |
125
|
$650 M
|
| High Point Wealth Management, LLC |
2026 Q2
|
7/20/2026 |
250
|
$120 M
|
| Bear Mountain Capital, Inc. |
2026 Q2
|
7/20/2026 |
214
|
$350 M
|
| FIRST HORIZON CORP |
2026 Q2
|
7/20/2026 |
2,120
|
$2.6 B
|
| Barton Investment Management |
2026 Q2
|
7/20/2026 |
60
|
$740 M
|
| State of Alaska, Department of Revenue |
2026 Q2
|
7/20/2026 |
3,580
|
$10 B
|
| WEATHERLY ASSET MANAGEMENT L. P. |
2026 Q2
|
7/20/2026 |
188
|
$1.4 B
|
| HS Investments III Ltd |
2026 Q2
|
7/20/2026 |
1
|
$22 M
|
| HS Investments IV Ltd |
2026 Q2
|
7/20/2026 |
2
|
$110 M
|
| Sivik Global Healthcare LLC |
2026 Q2
|
7/20/2026 |
34
|
$130 M
|
| Clayton Financial Group LLC |
2026 Q2
|
7/20/2026 |
72
|
$180 M
|
| DBA TRADING, LLC |
2026 Q2
|
7/20/2026 |
39
|
$200 M
|
| Keyes, Stange & Wooten Wealth Management, LLC |
2026 Q2
|
7/20/2026 |
74
|
$250 M
|
| EQUITEC PROPRIETARY MARKETS, LLC |
2026 Q2
|
7/20/2026 |
98
|
$560 M
|
| Goldstein Advisors, LLC |
2026 Q2
|
7/20/2026 |
261
|
$1.1 B
|
| SIERRA SUMMIT ADVISORS LLC |
2026 Q2
|
7/20/2026 |
185
|
$900 M
|
| PING CAPITAL MANAGEMENT, INC. |
2026 Q2
|
7/20/2026 |
93
|
$400 M
|
| BFSG, LLC |
2026 Q2
|
7/20/2026 |
769
|
$1.1 B
|
| FORBES J M & CO LLP |
2026 Q2
|
7/20/2026 |
161
|
$1.3 B
|
| TITLEIST ASSET MANAGEMENT, LLC |
2026 Q2
|
7/20/2026 |
412
|
$1.5 B
|
| Independent Wealth Network Inc. |
2026 Q2
|
7/20/2026 |
340
|
$390 M
|
| MISSION WEALTH MANAGEMENT, LP |
2026 Q2
|
7/20/2026 |
1,069
|
$8.2 B
|
| Myriad Asset Management Advisors LLC |
2026 Q2
|
7/20/2026 |
49
|
$420 M
|
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/20/2026 |
142
|
$400 M
|
| Graphene Investments SAS |
2026 Q2
|
7/20/2026 |
42
|
$170 M
|
| Hughes Financial Services, LLC |
2026 Q2
|
7/20/2026 |
1,839
|
$750 M
|
| Wellspring Financial Advisors, LLC |
2026 Q2
|
7/20/2026 |
288
|
$1.5 B
|
| Shakespeare Wealth Management, LLC |
2026 Q2
|
7/20/2026 |
79
|
$380 M
|
| BROWN WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/20/2026 |
134
|
$450 M
|
| Fortitude Family Office, LLC |
2026 Q2
|
7/20/2026 |
2,276
|
$520 M
|
| Poehling Capital Management, INC. |
2026 Q2
|
7/20/2026 |
166
|
$470 M
|
| ISTHMUS PARTNERS, LLC |
2026 Q2
|
7/20/2026 |
226
|
$1.0 B
|
| Alpha Omega Wealth Management LLC |
2026 Q2
|
7/20/2026 |
208
|
$660 M
|
| Gratus Wealth Advisors, LLC |
2026 Q2
|
7/20/2026 |
138
|
$790 M
|
| FORTEM FINANCIAL GROUP, LLC |
2026 Q2
|
7/20/2026 |
188
|
$490 M
|
| HARMONY ASSET MANAGEMENT LLC |
2026 Q2
|
7/20/2026 |
201
|
$370 M
|
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC |
2026 Q2
|
7/20/2026 |
197
|
$670 M
|
| Blackhawk Capital Partners, LLC |
2026 Q2
|
7/20/2026 |
146
|
$310 M
|
| Nexus Investment Management ULC |
2026 Q2
|
7/20/2026 |
72
|
$770 M
|
| MOODY LYNN LIEBERSON & WALKER, LLC |
2026 Q2
|
7/20/2026 |
264
|
$1.9 B
|
| KRS Capital Management, LLC |
2026 Q2
|
7/20/2026 |
124
|
$210 M
|
| Selective Wealth Management, Inc. |
2026 Q2
|
7/20/2026 |
136
|
$380 M
|
| ASPIRIANT, LLC |
2026 Q2
|
7/20/2026 |
400
|
$4.1 B
|
| KPS Global Asset Management UK Ltd |
2026 Q2
|
7/20/2026 |
4
|
$620 M
|
| J2 Capital Management Inc |
2026 Q2
|
7/20/2026 |
123
|
$150 M
|
| Castleview Partners, LLC |
2026 Q2
|
7/20/2026 |
223
|
$230 M
|
| INTACT INVESTMENT MANAGEMENT INC. |
2026 Q2
|
7/20/2026 |
274
|
$3.5 B
|
| ARK & TLK INVESTMENTS, LLC |
2026 Q2
|
7/20/2026 |
127
|
$410 M
|
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC |
2026 Q2
|
7/20/2026 |
34
|
$200 M
|
| Stewardship Advisors, LLC |
2026 Q2
|
7/20/2026 |
175
|
$480 M
|
| Royal Fund Management, LLC |
2026 Q2
|
7/20/2026 |
291
|
$1.2 B
|
| CERTIOR FINANCIAL GROUP, LLC |
2026 Q2
|
7/20/2026 |
146
|
$180 M
|
| Venturi Wealth Management, LLC |
2026 Q2
|
7/20/2026 |
1,067
|
$2.6 B
|
| BURRUS FINANCIAL SERVICES, INC. |
2026 Q2
|
7/20/2026 |
11
|
$230 M
|
| Peak Financial Management, Inc. |
2026 Q2
|
7/20/2026 |
114
|
$440 M
|
| Waldron Private Wealth LLC |
2026 Q2
|
7/20/2026 |
350
|
$2.9 B
|
| WestBridge Capital Management, LLC |
2026 Q2
|
7/20/2026 |
1
|
$80 M
|
| Uncommon Cents Investing LLC |
2026 Q2
|
7/20/2026 |
215
|
$460 M
|
| Skyline Advisors, Inc. |
2026 Q2
|
7/20/2026 |
123
|
$320 M
|
| HORIZON FINANCIAL SERVICES, LLC |
2026 Q2
|
7/20/2026 |
646
|
$260 M
|