| Peoples Bank/KS |
2026 Q3
|
10/9/2026 |
97
|
$100 M
|
| DKM Wealth Management, Inc. |
2026 Q3
|
10/9/2026 |
76
|
$160 M
|
| Stokes Capital Advisors, LLC |
2026 Q3
|
10/9/2026 |
160
|
$460 M
|
| Mirador Capital Partners LP |
2026 Q3
|
10/9/2026 |
224
|
$860 M
|
| CogentBlue Wealth Advisors, LLC |
2026 Q3
|
10/9/2026 |
52
|
$110 M
|
| FELL CAPITAL MANAGEMENT /ADV |
2026 Q3
|
10/9/2026 |
94
|
$120 M
|
| Williams & Novak Wealth Management, LLC |
2026 Q3
|
10/9/2026 |
149
|
$170 M
|
| Capital Advisors Wealth Management, LLC |
2026 Q3
|
10/9/2026 |
233
|
$890 M
|
| Kaizen Financial Strategies |
2026 Q3
|
10/9/2026 |
177
|
$250 M
|
| RFG - Bristol Wealth Advisors, LLC |
2026 Q3
|
10/9/2026 |
172
|
$420 M
|
| Biltmore Wealth Management, LLC |
2026 Q3
|
10/9/2026 |
59
|
$320 M
|
| Balefire, LLC |
2026 Q3
|
10/9/2026 |
463
|
$640 M
|
| Sound Income Strategies, LLC |
2026 Q3
|
10/9/2026 |
478
|
$2.2 B
|
| GK Wealth Management LLC |
2026 Q3
|
10/9/2026 |
1,628
|
$180 M
|
| Decker Wealth Management LLC |
2026 Q3
|
10/9/2026 |
122
|
$490 M
|
| Sprinkle Financial Consultants LLC |
2026 Q3
|
10/9/2026 |
108
|
$260 M
|
| Castle Rock Wealth Management, LLC |
2026 Q3
|
10/9/2026 |
269
|
$530 M
|
| David J Yvars Group |
2026 Q3
|
10/9/2026 |
109
|
$220 M
|
| Lincoln Capital LLC |
2026 Q3
|
10/9/2026 |
138
|
$570 M
|
| Successful Portfolios LLC |
2026 Q3
|
10/9/2026 |
198
|
$220 M
|
| Bill Few Associates, Inc. |
2026 Q3
|
10/9/2026 |
234
|
$480 M
|
| CYPRESS FINANCIAL PLANNING LLC |
2026 Q3
|
10/9/2026 |
103
|
$370 M
|
| Systrade AG |
2026 Q3
|
10/9/2026 |
12
|
$200 M
|
| CAMELOT TECHNOLOGY ADVISORS, INC. |
2026 Q3
|
10/9/2026 |
62
|
$150 M
|
| Shulman DeMeo Asset Management LLC |
2026 Q3
|
10/9/2026 |
144
|
$510 M
|
| THRYVE WEALTH MANAGEMENT LLC |
2026 Q3
|
10/9/2026 |
40
|
$180 M
|
| Draper Asset Management, LLC |
2026 Q3
|
10/9/2026 |
18
|
$220 M
|
| Bullock Wealth Management Group |
2026 Q3
|
10/9/2026 |
629
|
$240 M
|
| AVITY INVESTMENT MANAGEMENT INC. |
2026 Q3
|
10/9/2026 |
120
|
$1.6 B
|
| AVAII WEALTH MANAGEMENT, LLC |
2026 Q3
|
10/9/2026 |
178
|
$350 M
|
| Blackstone Inc. |
2026 Q2 - NEW HOLDINGS
|
10/9/2026 |
2
|
$6.0 B
|
| Blackstone Inc. |
2026 Q1 - NEW HOLDINGS
|
10/9/2026 |
1
|
$5.5 B
|
| Castleview Partners, LLC |
2026 Q3
|
10/9/2026 |
214
|
$230 M
|
| Blackstone Inc. |
2025 Q4 - NEW HOLDINGS
|
10/9/2026 |
1
|
$6.0 B
|
| Atlas Brown,Inc. |
2026 Q3
|
10/9/2026 |
357
|
$380 M
|
| DAVIDSON TRUST CO |
2026 Q3
|
10/9/2026 |
266
|
$250 M
|
| Freestate Advisors LLC |
2026 Q3
|
10/9/2026 |
43
|
$130 M
|
| VALLEY WEALTH MANAGERS, INC. |
2026 Q3
|
10/9/2026 |
533
|
$1.8 B
|
| Prism Advisors, Inc. |
2026 Q3
|
10/9/2026 |
82
|
$400 M
|
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI |
2026 Q3
|
10/9/2026 |
160
|
$1.5 B
|
| ARGUS INVESTORS' COUNSEL, INC. |
2026 Q3
|
10/9/2026 |
106
|
$130 M
|
| ANB BANK |
2026 Q3
|
10/9/2026 |
197
|
$280 M
|
| Trust Co |
2026 Q3
|
10/9/2026 |
915
|
$1.1 B
|
| JACOBS & CO/CA |
2026 Q3
|
10/9/2026 |
132
|
$1.2 B
|
| Friday Financial |
2026 Q3
|
10/9/2026 |
119
|
$510 M
|
| REINHART PARTNERS, LLC. |
2026 Q3
|
10/9/2026 |
72
|
$4.1 B
|
| GILPIN WEALTH MANAGEMENT, LLC |
2026 Q3
|
10/9/2026 |
1,422
|
$150 M
|
| Capital Planning LLC |
2026 Q3
|
10/9/2026 |
84
|
$380 M
|
| jvl associates llc |
2026 Q3
|
10/9/2026 |
75
|
$350 M
|
| Harpswell Capital Advisors, LLC |
2026 Q3
|
10/9/2026 |
43
|
$150 M
|
| TILIA FIDUCIARY PARTNERS, INC. |
2026 Q3 - RESTATEMENT
|
10/9/2026 |
114
|
$220 M
|
| TILIA FIDUCIARY PARTNERS, INC. |
2026 Q3
|
10/9/2026 |
114
|
$220 M
|
| Wealth Science Advisors LLC |
2026 Q3
|
10/9/2026 |
80
|
$240 M
|
| Oak Grove Capital LLC |
2026 Q3
|
10/9/2026 |
341
|
$2.2 B
|
| Marquette Asset Management, LLC |
2026 Q3
|
10/9/2026 |
785
|
$770 M
|
| MAGNOLIA CAPITAL MANAGEMENT LTD |
2026 Q3
|
10/9/2026 |
71
|
$140 M
|
| Hunting Hill Global Capital, LLC |
2026 Q3
|
10/9/2026 |
1
|
$0
|
| Sherry Group, Inc. |
2026 Q3
|
10/9/2026 |
53
|
$110 M
|
| Arbor Wealth Advisors LLC |
2026 Q3
|
10/9/2026 |
60
|
$160 M
|
| ARMSTRONG ADVISORY GROUP, INC |
2026 Q3
|
10/9/2026 |
1,041
|
$1.7 B
|
| Insight Wealth Strategies, LLC |
2026 Q3
|
10/9/2026 |
194
|
$1.0 B
|
| Douglas Lane & Associates, LLC |
2026 Q3
|
10/9/2026 |
246
|
$7.5 B
|
| Gerald Baker Financial Group LLC |
2026 Q3
|
10/9/2026 |
123
|
$350 M
|
| O'Keefe Stevens Advisory, Inc. |
2026 Q3
|
10/9/2026 |
81
|
$490 M
|
| Dakota Community Bank & Trust NA |
2026 Q3
|
10/9/2026 |
102
|
$35 M
|
| Aventus Investment Advisors, Inc. |
2026 Q3
|
10/9/2026 |
173
|
$140 M
|
| BOS Asset Management, LLC |
2026 Q3
|
10/9/2026 |
192
|
$430 M
|
| CENTRAL BANK & TRUST CO |
2026 Q3
|
10/9/2026 |
210
|
$700 M
|
| WoodTrust Financial Corp |
2026 Q3
|
10/9/2026 |
242
|
$830 M
|
| Kopion Asset Management, LLC |
2026 Q3
|
10/9/2026 |
20
|
$160 M
|
| PKO BP BANKOWY Universal Pension Society JSC |
2026 Q3
|
10/9/2026 |
13
|
$340 M
|
| Brown Shipley& Co Ltd |
2026 Q3
|
10/9/2026 |
77
|
$210 M
|
| Paragon Capital Management Ltd |
2026 Q3
|
10/9/2026 |
207
|
$540 M
|
| LAWOOD & CO |
2026 Q3
|
10/9/2026 |
164
|
$140 M
|
| Cadent Capital Advisors, LLC |
2026 Q3
|
10/9/2026 |
194
|
$470 M
|
| Intelligence Driven Advisers, LLC |
2026 Q3
|
10/9/2026 |
134
|
$580 M
|
| Athena Wealth Management, LLC |
2026 Q3
|
10/9/2026 |
103
|
$140 M
|
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC |
2026 Q3
|
10/9/2026 |
339
|
$140 M
|
| Gouws Capital LLC |
2026 Q3
|
10/9/2026 |
53
|
$210 M
|
| SHAH CAPITAL MANAGEMENT |
2026 Q3
|
10/9/2026 |
11
|
$610 M
|
| CenterStar Asset Management, LLC |
2026 Q3
|
10/9/2026 |
216
|
$430 M
|
| Koenig Investment Advisory, LLC |
2026 Q3
|
10/9/2026 |
38
|
$140 M
|
| Werlinich Asset Management, LLC |
2026 Q3
|
10/9/2026 |
57
|
$260 M
|
| STEPHENS GROUP ASSET MANAGEMENT, LLC |
2026 Q3
|
10/9/2026 |
26
|
$1.8 B
|
| Wedmont Private Capital |
2026 Q3
|
10/9/2026 |
1,008
|
$4.2 B
|
| Dale Q Rice Investment Management Ltd |
2026 Q3
|
10/9/2026 |
68
|
$180 M
|
| Delta Wealth Advisors LLC |
2026 Q3
|
10/9/2026 |
48
|
$150 M
|
| Oak Root LLC |
2026 Q3
|
10/9/2026 |
10
|
$910 M
|
| Turner Capital Investments, LLC |
2026 Q3
|
10/9/2026 |
6
|
$120 M
|
| Integrated Financial Solutions, Inc. |
2026 Q3
|
10/9/2026 |
35
|
$190 M
|
| HF Advisory Group, LLC |
2026 Q3
|
10/9/2026 |
174
|
$340 M
|
| Kearns & Associates LLC |
2026 Q3
|
10/9/2026 |
39
|
$220 M
|
| SACKS & ASSOCIATES, LLC |
2026 Q3
|
10/9/2026 |
79
|
$140 M
|
| Councilor Wealth, LLC |
2026 Q3
|
10/9/2026 |
87
|
$240 M
|
| Roan Capital Partners |
2026 Q3
|
10/9/2026 |
78
|
$140 M
|
| Adirondack Capital Advisors, LLC |
2026 Q3
|
10/9/2026 |
45
|
$190 M
|
| Montz Harcus Wealth Management LLC |
2026 Q3
|
10/9/2026 |
97
|
$290 M
|
| Client First Investment Management LLC |
2026 Q3
|
10/9/2026 |
24
|
$210 M
|
| Gallagher Capital Advisors, LLC |
2026 Q3
|
10/9/2026 |
72
|
$190 M
|
| RTD Financial Advisors, Inc. |
2026 Q3
|
10/9/2026 |
124
|
$910 M
|