| HBE Wealth Management, LLC |
2026 Q2
|
7/13/2026 |
59
|
$140 M
|
| First Nebraska Trust Co |
2017 Q4
|
7/13/2026 |
144
|
$490 M
|
| Gilbert Capital Group, Inc. |
2026 Q2
|
7/13/2026 |
56
|
$140 M
|
| Financial Solutions Advisory Group, Inc. |
2026 Q2
|
7/13/2026 |
177
|
$790 M
|
| Strategic Financial Group, LLC |
2026 Q2
|
7/13/2026 |
19
|
$100 M
|
| Tailwinds Wealth, LLC |
2026 Q2
|
7/13/2026 |
89
|
$170 M
|
| PATTON FUND MANAGEMENT, INC. |
2026 Q2
|
7/13/2026 |
86
|
$460 M
|
| Oak Root LLC |
2026 Q2
|
7/13/2026 |
10
|
$910 M
|
| VOISARD ASSET MANAGEMENT GROUP, INC. |
2026 Q2
|
7/13/2026 |
111
|
$530 M
|
| Falcon Wealth Planning |
2026 Q2
|
7/13/2026 |
248
|
$1.6 B
|
| Centennial Wealth Advisory LLC |
2026 Q2
|
7/13/2026 |
181
|
$460 M
|
| Clarity Capital Advisors, LLC |
2026 Q2
|
7/13/2026 |
95
|
$240 M
|
| Sound Stewardship, LLC |
2026 Q2
|
7/13/2026 |
73
|
$240 M
|
| FCG Investment Co |
2026 Q2
|
7/13/2026 |
118
|
$290 M
|
| RTD Financial Advisors, Inc. |
2026 Q2
|
7/13/2026 |
120
|
$920 M
|
| Broadway Wealth Solutions, Inc. |
2026 Q2
|
7/13/2026 |
92
|
$210 M
|
| Wealth Intelligence, LLC |
2026 Q2
|
7/13/2026 |
59
|
$220 M
|
| V. M. MANNING & CO., INC. |
2026 Q2
|
7/13/2026 |
53
|
$120 M
|
| Azarias Capital Management, L.P. |
2026 Q2
|
7/13/2026 |
23
|
$230 M
|
| Red Door Wealth Management, LLC |
2026 Q2
|
7/13/2026 |
320
|
$1.1 B
|
| HCR Wealth Advisors |
2026 Q2
|
7/13/2026 |
259
|
$1.1 B
|
| Capital Advantage, Inc. |
2026 Q2
|
7/13/2026 |
150
|
$820 M
|
| Stenger Family Office, LLC |
2026 Q2
|
7/13/2026 |
132
|
$630 M
|
| High Probability Advisors, LLC |
2026 Q2
|
7/13/2026 |
75
|
$940 M
|
| OMNI 360 Wealth, Inc. |
2026 Q2
|
7/13/2026 |
135
|
$220 M
|
| ETF Portfolio Partners, Inc. |
2026 Q2
|
7/13/2026 |
70
|
$420 M
|
| United Asset Strategies, Inc. |
2026 Q2
|
7/13/2026 |
259
|
$1.4 B
|
| Rockwood Wealth Management, LLC |
2026 Q2
|
7/13/2026 |
132
|
$1.6 B
|
| Frankly Finances, LLC |
2026 Q2
|
7/13/2026 |
90
|
$1.7 M
|
| CHERRYDALE WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/13/2026 |
84
|
$380 M
|
| BRADY FAMILY WEALTH, LLC |
2026 Q2
|
7/13/2026 |
113
|
$350 M
|
| Gradient Capital Advisors, LLC |
2026 Q2
|
7/13/2026 |
179
|
$430 M
|
| Cisco Systems, Inc. |
2026 Q2
|
7/13/2026 |
6
|
$410 M
|
| REX Advisers, LLC |
2026 Q2
|
7/13/2026 |
59
|
$44 M
|
| NORTH DALLAS BANK & TRUST CO |
2026 Q2
|
7/13/2026 |
202
|
$170 M
|
| HHM Wealth Advisors, LLC |
2026 Q2
|
7/13/2026 |
905
|
$1.0 B
|
| ROFFMAN MILLER ASSOCIATES INC /PA/ |
2026 Q2
|
7/13/2026 |
88
|
$1.9 B
|
| Parkside Investments, LLC |
2026 Q2
|
7/13/2026 |
91
|
$900 M
|
| HMV Wealth Advisors, LLC |
2026 Q2
|
7/13/2026 |
89
|
$260 M
|
| LDIC Inc. |
2026 Q2
|
7/13/2026 |
25
|
$160 M
|
| LYNCH & ASSOCIATES/IN |
2026 Q2
|
7/13/2026 |
129
|
$570 M
|
| ONE PLUS ONE WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/13/2026 |
92
|
$230 M
|
| R.H. Dinel Investment Counsel, Inc. |
2026 Q2
|
7/13/2026 |
40
|
$130 M
|
| Kessler Investment Group, LLC |
2026 Q2
|
7/13/2026 |
81
|
$230 M
|
| SHEETS SMITH WEALTH MANAGEMENT |
2026 Q2
|
7/13/2026 |
408
|
$1.0 B
|
| Physician Wealth Solutions Inc. |
2026 Q2
|
7/13/2026 |
45
|
$260 M
|
| Eastover Investment Advisors LLC |
2026 Q2
|
7/13/2026 |
49
|
$250 M
|
| Sunflower Bank, N.A. |
2026 Q2
|
7/13/2026 |
226
|
$420 M
|
| Eagle Wealth Advisors LLC |
2026 Q2
|
7/13/2026 |
100
|
$130 M
|
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/13/2026 |
122
|
$170 M
|
| Lancaster Investment Management |
2026 Q2
|
7/13/2026 |
10
|
$170 k
|
| PFW Advisors LLC |
2026 Q2
|
7/13/2026 |
124
|
$340 M
|
| Plus Group Wealth Advisors LLC |
2026 Q2
|
7/13/2026 |
48
|
$110 M
|
| GENESIS PRIVATE WEALTH, LLC |
2026 Q2
|
7/13/2026 |
192
|
$360 M
|
| DeDora Capital, Inc. |
2026 Q2
|
7/13/2026 |
129
|
$460 M
|
| Eagle Capital Management, LLC |
2026 Q2
|
7/13/2026 |
50
|
$290 M
|
| Drucker Wealth 3.0, LLC |
2026 Q2
|
7/13/2026 |
569
|
$630 M
|
| HOWLAND CAPITAL MANAGEMENT LLC |
2026 Q2
|
7/13/2026 |
278
|
$2.8 B
|
| RIVERBRIDGE PARTNERS LLC |
2026 Q2
|
7/13/2026 |
198
|
$3.6 B
|
| Holland Advisory Services, Inc. |
2026 Q2
|
7/13/2026 |
49
|
$91 M
|
| Holcombe Financial, Inc. |
2026 Q2
|
7/13/2026 |
51
|
$180 M
|
| PineStone Asset Management Inc. |
2026 Q2
|
7/13/2026 |
44
|
$16 B
|
| Moisand Fitzgerald Tamayo, LLC |
2026 Q2
|
7/13/2026 |
537
|
$1.0 B
|
| Guardian Wealth Management, Inc. |
2026 Q2
|
7/13/2026 |
66
|
$200 M
|
| Optivise Advisory Services LLC |
2026 Q2
|
7/13/2026 |
228
|
$200 M
|
| Martel Wealth Advisors LLC |
2026 Q2
|
7/13/2026 |
61
|
$640 M
|
| Dorato Capital Management |
2026 Q2
|
7/13/2026 |
254
|
$150 M
|
| Kings Path Partners LLC |
2025 Q3
|
7/13/2026 |
319
|
$270 M
|
| THOMPSON INVESTMENT MANAGEMENT, INC. |
2026 Q2
|
7/13/2026 |
511
|
$870 M
|
| Nova Wealth Management, Inc. |
2026 Q2 - NEW HOLDINGS
|
7/13/2026 |
570
|
$180 M
|
| Planned Solutions, Inc. |
2026 Q2
|
7/13/2026 |
155
|
$350 M
|
| FIRST HAWAIIAN BANK |
2026 Q2
|
7/13/2026 |
143
|
$790 M
|
| Orin Green Financial, LLC |
2026 Q2
|
7/13/2026 |
83
|
$270 M
|
| Richard P Slaughter Associates Inc |
2026 Q2
|
7/13/2026 |
109
|
$510 M
|
| NORTHWEST WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/13/2026 |
265
|
$760 M
|
| AUGUSTINE ASSET MANAGEMENT INC |
2026 Q2
|
7/13/2026 |
121
|
$490 M
|
| Wedmont Private Capital |
2026 Q2
|
7/13/2026 |
954
|
$3.6 B
|
| WOLFF WIESE MAGANA LLC |
2026 Q2
|
7/13/2026 |
1,027
|
$220 M
|
| BOS Asset Management, LLC |
2026 Q2
|
7/13/2026 |
204
|
$430 M
|
| DECISION INVESTMENTS, INC |
2026 Q2
|
7/13/2026 |
149
|
$110 M
|
| Pacifica Partners Inc. |
2026 Q2
|
7/13/2026 |
448
|
$330 M
|
| Strong Tower Advisory Services |
2026 Q2
|
7/13/2026 |
94
|
$560 M
|
| 21 West Wealth Management LLC |
2026 Q2
|
7/13/2026 |
65
|
$120 M
|
| Friedenthal Financial |
2026 Q2
|
7/13/2026 |
254
|
$220 M
|
| Merrion Investment Management Co, LLC |
2026 Q2
|
7/13/2026 |
106
|
$210 M
|
| First City Capital Management, Inc. |
2026 Q2
|
7/13/2026 |
164
|
$210 M
|
| Independence Bank of Kentucky |
2026 Q2
|
7/13/2026 |
589
|
$890 M
|
| MFA WEALTH ADVISORS, LLC |
2026 Q2
|
7/13/2026 |
99
|
$590 M
|
| Echo45 Advisors LLC |
2026 Q2
|
7/13/2026 |
78
|
$190 M
|
| DAVENPORT & Co LLC |
2026 Q2
|
7/13/2026 |
1,356
|
$20 B
|
| Avondale Wealth Management |
2026 Q2
|
7/13/2026 |
66
|
$250 M
|
| GODSEY & GIBB, INC |
2026 Q2
|
7/13/2026 |
383
|
$1.2 B
|
| Perennial Advisors, LLC |
2026 Q2
|
7/13/2026 |
138
|
$650 M
|
| ARDSLEY ADVISORY PARTNERS LP |
2026 Q2
|
7/13/2026 |
145
|
$960 M
|
| Generali Investments CEE, investicni spolecnost, a.s. |
2026 Q2
|
7/13/2026 |
462
|
$2.1 B
|
| WOODSTOCK CORP |
2026 Q2
|
7/13/2026 |
163
|
$1.2 B
|
| McCollum Christoferson Group LLC |
2026 Q2
|
7/13/2026 |
80
|
$340 M
|
| Orgel Wealth Management, LLC |
2026 Q2
|
7/13/2026 |
113
|
$5.3 B
|
| VIKING FUND MANAGEMENT LLC |
2026 Q2
|
7/13/2026 |
146
|
$1.1 B
|
| Robinswood Financial LLC |
2026 Q1 - RESTATEMENT
|
7/13/2026 |
430
|
$320 M
|