| Oxinas Partners, LLC |
2026 Q1
|
4/10/2026 |
145
|
$220 M
|
| Performance Wealth Partners, LLC |
2026 Q1
|
4/10/2026 |
212
|
$3.4 B
|
| Perigon Wealth Management, LLC |
2026 Q1
|
4/10/2026 |
1,294
|
$5.5 B
|
| SARD WEALTH MANAGEMENT GROUP, LLC |
2026 Q1
|
4/10/2026 |
60
|
$180 M
|
| Capital Investment Management, Inc. |
2025 Q4
|
4/10/2026 |
120
|
$290 M
|
| Stillwater Capital Advisors, LLC |
2026 Q1
|
4/10/2026 |
68
|
$880 M
|
| Summit Financial Consulting LLC |
2026 Q1
|
4/10/2026 |
41
|
$140 M
|
| Daytona Street Capital LLC |
2026 Q1
|
4/10/2026 |
302
|
$130 M
|
| Kopion Asset Management, LLC |
2026 Q1
|
4/10/2026 |
20
|
$130 M
|
| BASS SID R |
2025 Q4 - RESTATEMENT
|
4/10/2026 |
1
|
$2.0 M
|
| Salvus Wealth Management, LLC |
2026 Q1
|
4/10/2026 |
126
|
$170 M
|
| Atala Financial Inc |
2026 Q1
|
4/10/2026 |
117
|
$150 M
|
| Bouvel Investment Partners, LLC |
2026 Q1
|
4/10/2026 |
78
|
$340 M
|
| Sunflower Bank, N.A. |
2026 Q1
|
4/10/2026 |
221
|
$390 M
|
| Harbor Group, Inc. |
2026 Q1
|
4/10/2026 |
116
|
$690 M
|
| Field & Main Bank |
2026 Q1
|
4/10/2026 |
326
|
$340 M
|
| Shelter Rock Management, LLC |
2026 Q1
|
4/10/2026 |
35
|
$94 M
|
| DKM Wealth Management, Inc. |
2026 Q1
|
4/10/2026 |
77
|
$140 M
|
| Putney Financial Group LLC |
2026 Q1
|
4/10/2026 |
84
|
$99 M
|
| Cooke Wealth Management, LLC |
2026 Q1
|
4/10/2026 |
37
|
$110 M
|
| SMH CAPITAL ADVISORS INC |
2026 Q1
|
4/10/2026 |
38
|
$33 M
|
| Center for Wealth Management Advisory |
2025 Q4
|
4/10/2026 |
61
|
$140 M
|
| Rede Wealth, LLC |
2026 Q1
|
4/10/2026 |
109
|
$280 M
|
| Hartz Capital, Inc. |
2026 Q1
|
4/10/2026 |
1
|
$0
|
| HT Partners LLC |
2026 Q1
|
4/10/2026 |
55
|
$330 M
|
| Pure Financial Advisors, LLC |
2026 Q1
|
4/10/2026 |
572
|
$7.0 B
|
| Finward Bancorp |
2026 Q1
|
4/10/2026 |
182
|
$130 M
|
| BOSTON RESEARCH & MANAGEMENT INC |
2026 Q1
|
4/10/2026 |
114
|
$420 M
|
| Aquire Wealth Advisors, LLC |
2026 Q1
|
4/10/2026 |
49
|
$380 M
|
| Ipswich Investment Management Co., Inc. |
2026 Q1
|
4/10/2026 |
185
|
$430 M
|
| Prosperity Planning, Inc. |
2026 Q1
|
4/10/2026 |
110
|
$390 M
|
| Charles Schwab Trust Co |
2026 Q1
|
4/10/2026 |
165
|
$1.5 B
|
| Waldron Private Wealth LLC |
2026 Q1
|
4/10/2026 |
342
|
$2.6 B
|
| Brucke Financial, Inc. |
2026 Q1
|
4/10/2026 |
166
|
$200 M
|
| Lake Hills Wealth Management, LLC |
2026 Q1
|
4/10/2026 |
62
|
$180 M
|
| First Bank & Trust |
2026 Q1
|
4/10/2026 |
397
|
$620 M
|
| COUNTRY TRUST BANK |
2026 Q1
|
4/10/2026 |
682
|
$5.3 B
|
| Henry James International Management Inc. |
2026 Q1
|
4/10/2026 |
94
|
$280 M
|
| Benin Management CORP |
2026 Q1
|
4/10/2026 |
146
|
$440 M
|
| Quadratic Capital Management LLC |
2026 Q1
|
4/10/2026 |
2
|
$380 M
|
| Ballew Advisors, Inc |
2026 Q1
|
4/10/2026 |
118
|
$180 M
|
| AEGON ASSET MANAGEMENT UK Plc |
2025 Q2
|
4/10/2026 |
153
|
$7.8 B
|
| VIKING FUND MANAGEMENT LLC |
2026 Q1
|
4/10/2026 |
142
|
$980 M
|
| AEGON ASSET MANAGEMENT UK Plc |
2025 Q1
|
4/10/2026 |
153
|
$6.9 B
|
| AEGON ASSET MANAGEMENT UK Plc |
2024 Q4
|
4/10/2026 |
154
|
$7.6 B
|
| AEGON ASSET MANAGEMENT UK Plc |
2024 Q3
|
4/10/2026 |
143
|
$7.3 B
|
| AEGON ASSET MANAGEMENT UK Plc |
2024 Q2
|
4/10/2026 |
142
|
$7.1 B
|
| Piscataqua Savings Bank |
2026 Q1
|
4/10/2026 |
527
|
$140 M
|
| Cassilly Financial Group LLC |
2026 Q1
|
4/10/2026 |
64
|
$120 M
|
| Linden Thomas Advisory Services, LLC |
2026 Q1
|
4/10/2026 |
530
|
$1.0 B
|
| AEGON ASSET MANAGEMENT UK Plc |
2024 Q1
|
4/10/2026 |
143
|
$6.7 B
|
| AEGON ASSET MANAGEMENT UK Plc |
2023 Q4
|
4/10/2026 |
145
|
$6.3 B
|
| FRANKLIN STREET ADVISORS INC /NC |
2026 Q1
|
4/10/2026 |
172
|
$1.6 B
|
| Level Financial Advisors |
2026 Q1
|
4/10/2026 |
92
|
$390 M
|
| AEGON ASSET MANAGEMENT UK Plc |
2023 Q2
|
4/10/2026 |
161
|
$6.2 B
|
| Northside Capital Management, LLC |
2026 Q1
|
4/10/2026 |
193
|
$1.1 B
|
| SYQUANT CAPITAL SAS |
2026 Q1
|
4/10/2026 |
40
|
$640 k
|
| CLARIS ADVISORS, LLC / MO / |
2026 Q1
|
4/10/2026 |
70
|
$330 M
|
| Insight Wealth Strategies, LLC |
2026 Q1
|
4/10/2026 |
177
|
$900 M
|
| M & L Capital Management Ltd |
2026 Q1
|
4/10/2026 |
19
|
$410 M
|
| Quaker Wealth Management, LLC |
2026 Q1
|
4/10/2026 |
975
|
$320 M
|
| Harpswell Capital Advisors, LLC |
2026 Q1
|
4/10/2026 |
36
|
$130 M
|
| Sulzberger Capital Advisors, Inc. |
2026 Q1
|
4/10/2026 |
49
|
$98 M
|
| GEM Asset Management, LLC |
2026 Q1
|
4/10/2026 |
107
|
$230 M
|
| PFW Advisors LLC |
2026 Q1
|
4/10/2026 |
118
|
$320 M
|
| Granite FO LLC |
2026 Q1
|
4/10/2026 |
593
|
$170 M
|
| Legacy Wealth Management, LLC / MS |
2026 Q1
|
4/10/2026 |
106
|
$350 M
|
| Wealth Group Ltd |
2026 Q1
|
4/10/2026 |
94
|
$440 M
|
| Private Wealth Group, LLC |
2026 Q1
|
4/10/2026 |
71
|
$210 M
|
| Kessler Investment Group, LLC |
2026 Q1
|
4/10/2026 |
79
|
$210 M
|
| Windsor Capital Management, LLC |
2026 Q1
|
4/10/2026 |
123
|
$350 M
|
| Abound Wealth Management |
2026 Q1
|
4/10/2026 |
1,492
|
$440 M
|
| BDF-GESTION |
2026 Q1
|
4/10/2026 |
144
|
$750 M
|
| ARMSTRONG ADVISORY GROUP, INC |
2026 Q1
|
4/10/2026 |
959
|
$1.5 B
|
| EAGLE WEALTH STRATEGIES LLC |
2026 Q1
|
4/10/2026 |
114
|
$230 M
|
| MKT Advisors LLC |
2026 Q1
|
4/10/2026 |
157
|
$300 M
|
| OP Asset Management Ltd |
2026 Q1 - RESTATEMENT
|
4/10/2026 |
719
|
$8.1 B
|
| BAKER TILLY WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/10/2026 |
280
|
$410 M
|
| McCollum Christoferson Group LLC |
2026 Q1
|
4/10/2026 |
77
|
$330 M
|
| ALM First Financial Advisors, LLC |
2026 Q1
|
4/10/2026 |
25
|
$560 M
|
| PBU - The Pension Fund of Early Childhood & Youth Educators |
2026 Q1 - RESTATEMENT
|
4/10/2026 |
191
|
$6.6 B
|
| PBU - The Pension Fund of Early Childhood & Youth Educators |
2025 Q4 - RESTATEMENT
|
4/10/2026 |
209
|
$6.9 B
|
| Luma Capital S.A. - SPF |
2026 Q1
|
4/10/2026 |
12
|
$100 M
|
| Matrix Trust Co |
2026 Q1
|
4/9/2026 |
178
|
$600 M
|
| Prota Financial, LLC |
2026 Q1
|
4/9/2026 |
67
|
$140 M
|
| Prota Financial, LLC |
2025 Q4
|
4/9/2026 |
67
|
$140 M
|
| Curated Wealth Partners LLC |
2026 Q1
|
4/9/2026 |
572
|
$790 M
|
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC |
2026 Q1
|
4/9/2026 |
62
|
$130 M
|
| EPIQ PARTNERS, LLC |
2026 Q1
|
4/9/2026 |
83
|
$210 M
|
| CENTRAL VALLEY ADVISORS, LLC |
2026 Q1
|
4/9/2026 |
226
|
$370 M
|
| Trust Co of Tennessee |
2026 Q1
|
4/9/2026 |
8
|
$540 M
|
| ZEVENBERGEN CAPITAL INVESTMENTS LLC |
2026 Q1
|
4/9/2026 |
182
|
$3.5 B
|
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
2026 Q1
|
4/9/2026 |
222
|
$6.8 B
|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
2026 Q1
|
4/9/2026 |
403
|
$1.8 B
|
| VERITY Wealth Advisors |
2026 Q1
|
4/9/2026 |
81
|
$150 M
|
| Clarity Capital Advisors, LLC |
2026 Q1
|
4/9/2026 |
95
|
$210 M
|
| Boit C F David |
2026 Q1
|
4/9/2026 |
119
|
$230 M
|
| TILIA FIDUCIARY PARTNERS, INC. |
2026 Q1
|
4/9/2026 |
115
|
$180 M
|
| General Motors Holdings LLC |
2026 Q1
|
4/9/2026 |
5
|
$91 M
|
| PCB Capital LLC |
2025 Q4
|
4/9/2026 |
187
|
$62 M
|