| Verity & Verity, LLC |
2026 Q1
|
4/15/2026 |
204
|
$1.3 B
|
| RJA Asset Management LLC |
2026 Q1
|
4/15/2026 |
4
|
$270 M
|
| HARTFORD INVESTMENT MANAGEMENT CO |
2026 Q1
|
4/15/2026 |
495
|
$3.2 B
|
| PEDDOCK CAPITAL ADVISORS, LLC |
2026 Q1
|
4/15/2026 |
166
|
$450 M
|
| Redhawk Wealth Advisors, Inc. |
2026 Q1
|
4/15/2026 |
387
|
$910 M
|
| Snider Financial Group |
2026 Q1
|
4/15/2026 |
102
|
$330 M
|
| HOME FEDERAL BANK OF TENNESSEE |
2026 Q1
|
4/15/2026 |
152
|
$400 M
|
| NORTHBRIDGE FINANCIAL GROUP, LLC |
2026 Q1
|
4/15/2026 |
168
|
$230 M
|
| Badgley Phelps Wealth Managers, LLC |
2026 Q1
|
4/15/2026 |
328
|
$5.0 B
|
| Apex Wealth Management, LLC |
2026 Q1
|
4/15/2026 |
57
|
$150 M
|
| Slocum, Gordon & Co LLP |
2026 Q1
|
4/15/2026 |
64
|
$150 M
|
| Braun-Bostich & Associates Inc. |
2026 Q1
|
4/15/2026 |
126
|
$160 M
|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
2026 Q1
|
4/15/2026 |
1,014
|
$4.9 B
|
| ADAMSBROWN WEALTH CONSULTANTS LLC |
2026 Q1
|
4/15/2026 |
138
|
$380 M
|
| Renaissance Investment Group LLC |
2026 Q1
|
4/15/2026 |
81
|
$470 M
|
| Peoples Bank/KS |
2026 Q1
|
4/15/2026 |
99
|
$99 M
|
| NorthAvenue LLC |
2026 Q1
|
4/15/2026 |
266
|
$130 M
|
| DAVENPORT & Co LLC |
2026 Q1
|
4/15/2026 |
1,302
|
$18 B
|
| Polunin Capital Partners Ltd |
2026 Q1
|
4/15/2026 |
16
|
$390 M
|
| Third View Private Wealth, LLC |
2026 Q1
|
4/15/2026 |
267
|
$730 M
|
| TRUST POINT INC. |
2026 Q1
|
4/15/2026 |
831
|
$1.2 B
|
| Register Financial Advisors LLC |
2026 Q1
|
4/15/2026 |
387
|
$270 M
|
| Paragon Capital Management Ltd |
2026 Q1
|
4/15/2026 |
199
|
$480 M
|
| 21 West Wealth Management LLC |
2026 Q1
|
4/15/2026 |
63
|
$110 M
|
| Wealth Intelligence, LLC |
2026 Q1
|
4/15/2026 |
58
|
$210 M
|
| Fifth Third Securities, Inc. |
2026 Q1
|
4/15/2026 |
341
|
$1.5 B
|
| DIXON FNANCIAL SERVICES, INC. |
2026 Q1
|
4/15/2026 |
44
|
$220 M
|
| HORIZON FINANCIAL SERVICES, LLC |
2026 Q1
|
4/15/2026 |
425
|
$230 M
|
| Employees Provident Fund Board |
2013 Q1
|
4/15/2026 |
43
|
$2.3 B
|
| ALBERT D MASON INC |
2026 Q1
|
4/15/2026 |
129
|
$150 M
|
| CLIENT 1ST ADVISORY GROUP, LLC |
2026 Q1
|
4/15/2026 |
141
|
$330 M
|
| Employees Provident Fund Board |
2013 Q2
|
4/15/2026 |
48
|
$2.5 B
|
| Trellis Wealth Advisors LLC |
2026 Q1
|
4/15/2026 |
47
|
$260 M
|
| Employees Provident Fund Board |
2013 Q3
|
4/15/2026 |
48
|
$2.8 B
|
| MOGY JOEL R INVESTMENT COUNSEL INC |
2026 Q1
|
4/15/2026 |
114
|
$1.6 B
|
| Employees Provident Fund Board |
2013 Q4
|
4/15/2026 |
54
|
$3.3 B
|
| Family Legacy Financial Solutions, LLC |
2026 Q1
|
4/15/2026 |
48
|
$120 M
|
| DecisionMap Wealth Management, LLC |
2026 Q1
|
4/15/2026 |
129
|
$150 M
|
| Alhambra Investment Management LLC |
2026 Q1
|
4/15/2026 |
176
|
$220 M
|
| Sarver Vrooman Wealth Advisors |
2026 Q1
|
4/15/2026 |
138
|
$160 M
|
| Sowa Financial Group, Inc. |
2026 Q1
|
4/15/2026 |
30
|
$200 M
|
| TRUST CO OF TOLEDO NA /OH/ |
2026 Q1
|
4/15/2026 |
1,001
|
$1.1 B
|
| Sage Capital Management, LLC |
2026 Q1
|
4/15/2026 |
163
|
$210 M
|
| HILLTOP WEALTH ADVISORS, LLC |
2026 Q1
|
4/15/2026 |
53
|
$170 M
|
| SPIRIT OF AMERICA MANAGEMENT CORP/NY |
2026 Q1
|
4/15/2026 |
376
|
$510 M
|
| VALLEY NATIONAL ADVISERS INC |
2026 Q1
|
4/15/2026 |
982
|
$770 M
|
| FOUNDERS GROVE WEALTH PARTNERS, LLC |
2026 Q1
|
4/15/2026 |
162
|
$440 M
|
| Optivise Advisory Services LLC |
2026 Q1
|
4/15/2026 |
183
|
$170 M
|
| HATCH COVE CAPITAL, LLC |
2026 Q1
|
4/15/2026 |
19
|
$260 M
|
| Corundum Trust Company, INC |
2026 Q1
|
4/15/2026 |
48
|
$44 M
|
| ELEVATUS WELATH MANAGEMENT |
2026 Q1
|
4/15/2026 |
141
|
$190 M
|
| Tema ETFs LLC |
2026 Q1
|
4/15/2026 |
574
|
$1.5 B
|
| BONNESS ENTERPRISES INC |
2026 Q1
|
4/15/2026 |
58
|
$270 M
|
| WORMSER FRERES GESTION |
2026 Q1
|
4/15/2026 |
42
|
$140 M
|
| PARSONS CAPITAL MANAGEMENT INC/RI |
2026 Q1
|
4/15/2026 |
488
|
$2.2 B
|
| Douglas Lane & Associates, LLC |
2026 Q1
|
4/15/2026 |
241
|
$6.9 B
|
| NORDEN GROUP LLC |
2026 Q1
|
4/15/2026 |
615
|
$1.0 B
|
| Murphy, Middleton, Hinkle & Parker, Inc. |
2026 Q1
|
4/15/2026 |
133
|
$220 M
|
| A&I FINANCIAL SERVICES, LLC |
2026 Q1
|
4/15/2026 |
75
|
$210 M
|
| Belleair Asset Management, LLC |
2026 Q1
|
4/15/2026 |
77
|
$110 M
|
| Cranbrook Wealth Management, LLC |
2026 Q1
|
4/15/2026 |
385
|
$490 M
|
| LongView Wealth Management |
2026 Q1
|
4/15/2026 |
247
|
$400 M
|
| JP Wealth Management, Inc. |
2026 Q1
|
4/15/2026 |
15
|
$150 M
|
| PROFESSIONAL ADVISORY SERVICES INC |
2026 Q1
|
4/15/2026 |
80
|
$720 M
|
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC |
2026 Q1
|
4/15/2026 |
6
|
$2.3 M
|
| IAMS WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/15/2026 |
186
|
$290 M
|
| Covea Finance |
2026 Q1
|
4/15/2026 |
146
|
$2.9 B
|
| MILESTONE ASSET MANAGEMENT, LLC |
2026 Q1
|
4/15/2026 |
291
|
$540 M
|
| Eleva Capital SAS |
2026 Q1
|
4/15/2026 |
24
|
$340 M
|
| RCW Management, LLC |
2026 Q1
|
4/15/2026 |
68
|
$98 M
|
| Bright Futures Wealth Management, LLC. |
2026 Q1
|
4/15/2026 |
188
|
$150 M
|
| ShankerValleau Wealth Advisors, Inc. |
2026 Q1
|
4/15/2026 |
39
|
$350 M
|
| Activest Wealth Management |
2026 Q1
|
4/15/2026 |
1,359
|
$570 M
|
| Stordahl Capital Management, Inc. |
2026 Q1
|
4/15/2026 |
63
|
$490 M
|
| Zullo Investment Group, Inc. |
2026 Q1
|
4/15/2026 |
158
|
$260 M
|
| Iowa State Bank |
2026 Q1
|
4/15/2026 |
124
|
$540 M
|
| SL ADVISORS, LLC |
2026 Q1
|
4/15/2026 |
32
|
$59 M
|
| Avanza Fonder AB |
2026 Q1
|
4/15/2026 |
905
|
$3.6 B
|
| Tribridge Partners Financial LLC |
2026 Q1
|
4/15/2026 |
80
|
$240 M
|
| Wolff Financial Management LLC |
2026 Q1
|
4/15/2026 |
103
|
$450 M
|
| STEINBERGANNA WEALTH MANAGEMENT |
2026 Q1
|
4/15/2026 |
132
|
$210 M
|
| Single Point Partners, LLC |
2026 Q1
|
4/15/2026 |
83
|
$500 M
|
| Radnor Capital Management, LLC |
2026 Q1
|
4/15/2026 |
308
|
$680 M
|
| SL ADVISORS, LLC |
2025 Q4 - RESTATEMENT
|
4/15/2026 |
32
|
$49 M
|
| Meridian Financial Partners LLC |
2026 Q1
|
4/15/2026 |
121
|
$260 M
|
| Johnson & White Wealth Management, LLC |
2026 Q1
|
4/15/2026 |
106
|
$240 M
|
| SL ADVISORS, LLC |
2025 Q3 - RESTATEMENT
|
4/15/2026 |
0
|
$0
|
| Code Waechter LLC |
2026 Q1
|
4/15/2026 |
118
|
$170 M
|
| Brendel Financial Advisors LLC |
2026 Q1
|
4/15/2026 |
95
|
$200 M
|
| Bernardo Wealth Planning LLC |
2026 Q1
|
4/15/2026 |
129
|
$510 M
|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC |
2026 Q1
|
4/15/2026 |
74
|
$310 M
|
| DLK Investment Management, LLC |
2026 Q1
|
4/15/2026 |
92
|
$250 M
|
| SL ADVISORS, LLC |
2025 Q2 - RESTATEMENT
|
4/15/2026 |
31
|
$56 M
|
| CYPRESS FINANCIAL PLANNING LLC |
2026 Q1
|
4/15/2026 |
102
|
$360 M
|
| Scott Capital Advisors, LLC |
2026 Q1
|
4/15/2026 |
58
|
$490 M
|
| SL ADVISORS, LLC |
2025 Q1 - RESTATEMENT
|
4/15/2026 |
32
|
$57 M
|
| APS Management Group, Inc. |
2026 Q1
|
4/15/2026 |
72
|
$120 M
|
| Generali Investments CEE, investicni spolecnost, a.s. |
2026 Q1
|
4/15/2026 |
452
|
$1.9 B
|
| Eaton Financial Holdings Company, LLC |
2026 Q1
|
4/15/2026 |
125
|
$310 M
|
| Targeted Financial Services LLC |
2026 Q1
|
4/15/2026 |
54
|
$120 M
|