| Values First Advisors, Inc. |
2026 Q1
|
4/17/2026 |
360
|
$190 M
|
| Hanson & Doremus Investment Management |
2026 Q1
|
4/17/2026 |
534
|
$870 M
|
| PKO Investment Management Joint-Stock Co |
2026 Q1
|
4/17/2026 |
220
|
$1.2 B
|
| Matthew Goff Investment Advisor, LLC |
2026 Q1
|
4/16/2026 |
107
|
$600 M
|
| IFC & Insurance Marketing, Inc. |
2026 Q1
|
4/16/2026 |
72
|
$96 M
|
| Kure Advisory, LLC |
2026 Q1
|
4/16/2026 |
56
|
$180 M
|
| FINANCIAL MANAGEMENT NETWORK INC |
2026 Q1
|
4/16/2026 |
191
|
$650 M
|
| BIRCH FINANCIAL GROUP, LLC |
2026 Q1
|
4/16/2026 |
136
|
$170 M
|
| Five Pine Wealth Management |
2026 Q1
|
4/16/2026 |
47
|
$160 M
|
| RAINIER FAMILY WEALTH INC |
2026 Q1
|
4/16/2026 |
93
|
$150 M
|
| Stonebridge Wealth Management, LLC |
2026 Q1
|
4/16/2026 |
36
|
$100 M
|
| Arizona PSPRS Trust |
2026 Q1
|
4/16/2026 |
10
|
$2.7 B
|
| Sterneck Capital Management, LLC |
2026 Q1
|
4/16/2026 |
116
|
$220 M
|
| Telos Capital Management, Inc. |
2026 Q1
|
4/16/2026 |
191
|
$1.0 B
|
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. |
2026 Q1
|
4/16/2026 |
735
|
$10 B
|
| Fisher Funds Management LTD |
2026 Q1
|
4/16/2026 |
169
|
$3.4 B
|
| CWC Advisors, LLC. |
2026 Q1
|
4/16/2026 |
149
|
$210 M
|
| EVEXIA WEALTH LLC |
2026 Q1
|
4/16/2026 |
84
|
$360 M
|
| Balboa Wealth Partners |
2026 Q1
|
4/16/2026 |
455
|
$600 M
|
| True Vision MN LLC |
2026 Q1
|
4/16/2026 |
98
|
$190 M
|
| CPR Investments Inc. |
2026 Q1
|
4/16/2026 |
51
|
$150 M
|
| Cambridge Advisors Inc. |
2026 Q1
|
4/16/2026 |
178
|
$520 M
|
| Sunbeam Capital Management, LLC |
2026 Q1
|
4/16/2026 |
112
|
$170 M
|
| Henrickson Nauta Wealth Advisors, Inc. |
2026 Q1
|
4/16/2026 |
106
|
$360 M
|
| Spectrum Planning & Advisory Services Inc. |
2026 Q1
|
4/16/2026 |
114
|
$200 M
|
| EVOLVE PRIVATE WEALTH, LLC |
2026 Q1
|
4/16/2026 |
994
|
$1.9 B
|
| Allegheny Financial Group |
2026 Q1
|
4/16/2026 |
290
|
$740 M
|
| STEPHEN J. GARRY & ASSOCIATES, LLC |
2026 Q1
|
4/16/2026 |
51
|
$120 M
|
| Center For Asset Management LLC |
2026 Q1
|
4/16/2026 |
144
|
$200 M
|
| Meadowbrook Advisors Group, LLC |
2026 Q1
|
4/16/2026 |
136
|
$170 M
|
| jvl associates llc |
2026 Q1
|
4/16/2026 |
63
|
$300 M
|
| Global Wealth Management, LLC |
2026 Q1
|
4/16/2026 |
44
|
$180 M
|
| FIRST MERCHANTS CORP |
2026 Q1
|
4/16/2026 |
501
|
$2.6 B
|
| SG Americas Securities, LLC |
2026 Q1
|
4/16/2026 |
3,194
|
$93 B
|
| LEE JOHNSON CAPITAL MANAGEMENT, LLC |
2026 Q1
|
4/16/2026 |
80
|
$280 M
|
| Tactive Advisors, LLC |
2026 Q1
|
4/16/2026 |
268
|
$350 M
|
| Capstone Wealth Management Group LLC |
2026 Q1
|
4/16/2026 |
123
|
$160 M
|
| WAYSTONE ADVISORS LLC |
2026 Q1
|
4/16/2026 |
101
|
$110 M
|
| Warren Street Wealth Advisors, LLC |
2026 Q1
|
4/16/2026 |
129
|
$390 M
|
| Ironwood Financial, llc |
2026 Q1
|
4/16/2026 |
168
|
$570 M
|
| Smith Salley Wealth Management |
2026 Q1
|
4/16/2026 |
267
|
$2.0 B
|
| PETREDIS INVESTMENT ADVISORS LLC |
2026 Q1
|
4/16/2026 |
108
|
$1.2 B
|
| Upper Left Wealth Management, LLC |
2026 Q1
|
4/16/2026 |
68
|
$170 M
|
| Azarias Capital Management, L.P. |
2026 Q1
|
4/16/2026 |
24
|
$220 M
|
| SOUTHERN CAPITAL ADVISORS, LLC |
2026 Q1
|
4/16/2026 |
85
|
$210 M
|
| MontVue Capital Management, Inc. |
2026 Q1
|
4/16/2026 |
67
|
$150 M
|
| MASTERCARD FOUNDATION ASSET MANAGEMENT CORP |
2026 Q1
|
4/16/2026 |
3
|
$34 B
|
| Cornerstone Management, Inc. |
2026 Q1
|
4/16/2026 |
65
|
$630 M
|
| CPC Advisors, LLC |
2026 Q1
|
4/16/2026 |
144
|
$620 M
|
| Sterling Investment Counsel, LLC |
2026 Q1
|
4/16/2026 |
196
|
$360 M
|
| Johnson Bixby & Associates, LLC |
2026 Q1
|
4/16/2026 |
127
|
$810 M
|
| BCO Wealth Management LLC |
2026 Q1
|
4/16/2026 |
42
|
$170 M
|
| Brookstone Capital Management |
2026 Q1
|
4/16/2026 |
1,204
|
$8.7 B
|
| Maestria Partners LLC |
2026 Q1
|
4/16/2026 |
13
|
$270 M
|
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC |
2026 Q1
|
4/16/2026 |
141
|
$580 M
|
| CAMPBELL NEWMAN ASSET MANAGEMENT INC |
2026 Q1
|
4/16/2026 |
103
|
$1.2 B
|
| Capstone Wealth Management, LLC |
2026 Q1
|
4/16/2026 |
50
|
$140 M
|
| Everstar Asset Management, LLC |
2026 Q1
|
4/16/2026 |
232
|
$190 M
|
| Roble, Belko & Company, Inc |
2026 Q1
|
4/16/2026 |
487
|
$790 M
|
| OxenFree Capital LLC |
2026 Q1
|
4/16/2026 |
56
|
$210 M
|
| Town & Country Bank & Trust CO dba First Bankers Trust CO |
2026 Q1
|
4/16/2026 |
146
|
$300 M
|
| FORTEM FINANCIAL GROUP, LLC |
2026 Q1
|
4/16/2026 |
173
|
$400 M
|
| KAVAR CAPITAL PARTNERS GROUP, LLC |
2026 Q1
|
4/16/2026 |
213
|
$800 M
|
| Aurora Private Wealth, Inc. |
2026 Q1
|
4/16/2026 |
167
|
$140 M
|
| Freedom Financial Partners LLC |
2026 Q1
|
4/16/2026 |
88
|
$280 M
|
| VVR Holdings LLC |
2026 Q1
|
4/16/2026 |
39
|
$190 M
|
| Triad Wealth Partners, LLC |
2026 Q1
|
4/16/2026 |
478
|
$1.3 B
|
| Davis Capital Management |
2026 Q1
|
4/16/2026 |
589
|
$150 M
|
| BREAKTHRU ADVISORY SERVICES, LLC |
2026 Q1
|
4/16/2026 |
59
|
$62 M
|
| Quotient Wealth Partners, LLC |
2026 Q1
|
4/16/2026 |
377
|
$3.8 B
|
| Westhampton Capital, LLC |
2026 Q1
|
4/16/2026 |
129
|
$210 M
|
| Prairiewood Capital, LLC |
2026 Q1
|
4/16/2026 |
77
|
$350 M
|
| JDH Wealth Management, LLC |
2026 Q1
|
4/16/2026 |
54
|
$150 M
|
| FIRST COMMUNITY TRUST NA |
2026 Q1
|
4/16/2026 |
359
|
$140 M
|
| Swisher Financial Concepts, Inc. |
2026 Q1
|
4/16/2026 |
102
|
$180 M
|
| Asset Advisory Group, Inc. |
2026 Q1
|
4/16/2026 |
116
|
$200 M
|
| Montecito Bank & Trust |
2026 Q1
|
4/16/2026 |
444
|
$610 M
|
| SHEETS SMITH WEALTH MANAGEMENT |
2026 Q1
|
4/16/2026 |
393
|
$890 M
|
| MONARCH CAPITAL MANAGEMENT INC |
2026 Q1
|
4/16/2026 |
127
|
$410 M
|
| IVC Wealth Advisors LLC |
2026 Q1
|
4/16/2026 |
173
|
$230 M
|
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH |
2026 Q1
|
4/16/2026 |
302
|
$430 M
|
| SWEENEY & MICHEL, LLC |
2026 Q1
|
4/16/2026 |
145
|
$340 M
|
| Capital Advisors, Ltd. LLC |
2026 Q1
|
4/16/2026 |
1,555
|
$880 M
|
| Sprinkle Financial Consultants LLC |
2026 Q1
|
4/16/2026 |
99
|
$220 M
|
| GUARDIAN INVESTMENT MANAGEMENT |
2026 Q1
|
4/16/2026 |
60
|
$130 M
|
| Ballast Rock Private Wealth LLC |
2026 Q1
|
4/16/2026 |
177
|
$180 M
|
| LINCOLN CAPITAL CORP |
2026 Q1
|
4/16/2026 |
99
|
$270 M
|
| Baugh & Associates, LLC |
2026 Q1
|
4/16/2026 |
44
|
$230 M
|
| Strong Tower Advisory Services |
2026 Q1
|
4/16/2026 |
92
|
$530 M
|
| Terra Nova Asset Management LLC |
2026 Q1
|
4/16/2026 |
83
|
$140 M
|
| Scott & Selber, Inc. |
2026 Q1
|
4/16/2026 |
91
|
$390 M
|
| Focused Investors LLC |
2026 Q1
|
4/16/2026 |
22
|
$3.1 B
|
| FORBES J M & CO LLP |
2026 Q1
|
4/16/2026 |
153
|
$1.2 B
|
| Ocean Park Asset Management, LLC |
2026 Q1 - RESTATEMENT
|
4/16/2026 |
56
|
$1.7 B
|
| Sky Investment Group LLC |
2026 Q1
|
4/16/2026 |
140
|
$580 M
|
| XML Financial, LLC |
2026 Q1
|
4/16/2026 |
421
|
$1.2 B
|
| Clark Asset Management, LLC |
2026 Q1
|
4/16/2026 |
267
|
$1.1 B
|
| Citadel Investment Advisory, Inc. |
2026 Q1
|
4/16/2026 |
78
|
$210 M
|
| PMV Capital Advisers, LLC |
2026 Q1
|
4/16/2026 |
123
|
$59 M
|
| WEYBOSSET RESEARCH & MANAGEMENT LLC |
2026 Q1
|
4/16/2026 |
33
|
$350 M
|