| 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
|
| JFS WEALTH ADVISORS, LLC |
2026 Q1
|
4/20/2026 |
1,892
|
$1.8 B
|
| L.K. Benson & Company, P.C. |
2026 Q1
|
4/20/2026 |
113
|
$300 M
|
| Crane Advisory, LLC |
2026 Q1
|
4/20/2026 |
52
|
$670 M
|
| Randall & Associates Wealth Management |
2026 Q1
|
4/20/2026 |
56
|
$150 M
|
| Donor Advised Charitable Giving, Inc. |
2026 Q1
|
4/20/2026 |
32
|
$3.9 B
|
| ABLE Financial Group, LLC |
2026 Q1
|
4/20/2026 |
206
|
$510 M
|
| WealthSpring Partners, LLC |
2026 Q1
|
4/20/2026 |
72
|
$110 M
|
| Obermeyer Wealth Partners |
2026 Q1
|
4/20/2026 |
299
|
$2.2 B
|
| CHATHAM CAPITAL GROUP, INC. |
2026 Q1
|
4/20/2026 |
198
|
$690 M
|
| Up Capital Management, Inc. |
2026 Q1
|
4/20/2026 |
18
|
$89 M
|
| Verus Financial Partners, Inc. |
2026 Q1
|
4/20/2026 |
121
|
$1.1 B
|
| Pegasus Asset Management, Inc. |
2026 Q1
|
4/20/2026 |
67
|
$310 M
|
| LifeWealth Investments, LLC |
2026 Q1
|
4/20/2026 |
141
|
$340 M
|
| Verisail Partners, LLC |
2026 Q1
|
4/20/2026 |
25
|
$250 M
|
| Pathfinder Wealth Consulting, Inc. |
2026 Q1
|
4/20/2026 |
163
|
$150 M
|
| Williams & Novak, LLC |
2026 Q1
|
4/20/2026 |
143
|
$130 M
|
| MFA WEALTH ADVISORS, LLC |
2026 Q1
|
4/20/2026 |
88
|
$510 M
|
| Compass Wealth Management LLC |
2026 Q1
|
4/20/2026 |
75
|
$400 M
|
| Edge Wealth Management LLC |
2026 Q1
|
4/20/2026 |
85
|
$580 M
|
| Aspen Capital Management, LLC |
2026 Q1
|
4/20/2026 |
77
|
$400 M
|
| Fifth Third Wealth Advisors LLC |
2026 Q1
|
4/20/2026 |
812
|
$3.0 B
|
| Astoria Strategic Wealth, Inc. |
2026 Q1
|
4/20/2026 |
37
|
$390 M
|
| RFG Advisory, LLC |
2026 Q1
|
4/20/2026 |
1,037
|
$5.4 B
|
| BROWN, LISLE/CUMMINGS, INC. |
2026 Q1
|
4/20/2026 |
1,021
|
$400 M
|
| Park Edge Advisors, LLC |
2026 Q1
|
4/20/2026 |
141
|
$430 M
|
| Cardinal Point Capital Management ULC |
2026 Q1
|
4/20/2026 |
286
|
$1.6 B
|
| RITHOLTZ WEALTH MANAGEMENT |
2026 Q1
|
4/20/2026 |
1,191
|
$5.8 B
|
| Watchman Group, Inc. |
2026 Q1
|
4/20/2026 |
73
|
$410 M
|
| Breakwater Capital Group |
2026 Q1
|
4/20/2026 |
373
|
$750 M
|
| Tanager Wealth Management LLP |
2026 Q1
|
4/20/2026 |
145
|
$1.0 B
|
| Global Financial Private Client, LLC |
2026 Q1
|
4/20/2026 |
350
|
$310 M
|
| Corundum Group, Inc. |
2026 Q1
|
4/20/2026 |
108
|
$300 M
|
| Independence Wealth Advisors, LLC |
2026 Q1
|
4/20/2026 |
90
|
$190 M
|
| Echo45 Advisors LLC |
2026 Q1
|
4/20/2026 |
76
|
$180 M
|