| S&A Financial Services, Inc. |
2026 Q2
|
7/27/2026 |
88
|
$160 M
|
| EVERMAY WEALTH MANAGEMENT LLC |
2026 Q2
|
7/27/2026 |
651
|
$970 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2014 Q2
|
7/27/2026 |
280
|
$130 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2013 Q4
|
7/27/2026 |
752
|
$170 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2014 Q1
|
7/27/2026 |
273
|
$120 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2014 Q3
|
7/27/2026 |
746
|
$130 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2014 Q4
|
7/27/2026 |
752
|
$170 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2015 Q1
|
7/27/2026 |
811
|
$170 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2015 Q2
|
7/27/2026 |
826
|
$170 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2015 Q4
|
7/27/2026 |
850
|
$170 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2016 Q3
|
7/27/2026 |
870
|
$190 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2017 Q1
|
7/27/2026 |
373
|
$210 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2016 Q1
|
7/27/2026 |
850
|
$170 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2017 Q4
|
7/27/2026 |
257
|
$260 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2018 Q1
|
7/27/2026 |
709
|
$270 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2020 Q2
|
7/27/2026 |
886
|
$260 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2020 Q4
|
7/27/2026 |
913
|
$280 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2021 Q2
|
7/27/2026 |
1,092
|
$290 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2021 Q4
|
7/27/2026 |
1,127
|
$310 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2021 Q3
|
7/27/2026 |
1,113
|
$290 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2022 Q3
|
7/27/2026 |
1,165
|
$230 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2024 Q1
|
7/27/2026 |
1,128
|
$340 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2022 Q4
|
7/27/2026 |
1,066
|
$240 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2023 Q3
|
7/27/2026 |
1,063
|
$290 M
|
| Jordan Park Trust Co LLC |
2026 Q2
|
7/27/2026 |
15
|
$140 M
|
| Morey & Quinn Wealth Partners, LLC |
2026 Q2
|
7/27/2026 |
143
|
$160 M
|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC |
2026 Q2
|
7/27/2026 |
72
|
$370 M
|
| Opulen Financial Group LLC |
2026 Q2
|
7/27/2026 |
117
|
$160 M
|
| TKG Advisors, LLC |
2026 Q2
|
7/27/2026 |
94
|
$290 M
|
| Clarity Wealth Development LLC |
2026 Q2
|
7/27/2026 |
59
|
$180 M
|
| Cohen Investment Advisors LLC |
2026 Q2
|
7/27/2026 |
120
|
$220 M
|
| Private Advisor Group, LLC |
2026 Q2
|
7/27/2026 |
2,576
|
$22 B
|
| Ariose Capital Management Ltd |
2026 Q2
|
7/27/2026 |
19
|
$230 M
|
| Center For Asset Management LLC |
2026 Q2
|
7/27/2026 |
151
|
$230 M
|
| NOTTINGHAM ADVISORS, INC. |
2026 Q2
|
7/27/2026 |
131
|
$840 M
|
| Miramar Capital, LLC |
2026 Q2
|
7/27/2026 |
57
|
$450 M
|
| LGL PARTNERS, LLC |
2026 Q2
|
7/27/2026 |
62
|
$270 M
|
| Align Financial, LLC |
2026 Q2
|
7/27/2026 |
360
|
$200 M
|
| FFT WEALTH MANAGEMENT LLC |
2026 Q2
|
7/27/2026 |
100
|
$640 M
|
| ADAPT Investment Managers SA |
2026 Q2
|
7/27/2026 |
133
|
$13 B
|
| Coronation Fund Managers Ltd. |
2026 Q2
|
7/27/2026 |
75
|
$2.6 B
|
| Hegarty Advisors, LLC |
2026 Q2
|
7/27/2026 |
66
|
$150 M
|
| Schear Investment Advisers, LLC |
2026 Q2
|
7/27/2026 |
83
|
$300 M
|
| Third View Private Wealth, LLC |
2026 Q2
|
7/27/2026 |
292
|
$810 M
|
| DUDLEY CAPITAL MANAGEMENT, LLC |
2026 Q2
|
7/27/2026 |
151
|
$250 M
|
| Ellenbecker Investment Group |
2026 Q2
|
7/27/2026 |
149
|
$860 M
|
| NORTHSTAR ASSET MANAGEMENT Co |
2026 Q2
|
7/27/2026 |
262
|
$530 M
|
| State of New Jersey Common Pension Fund A |
2026 Q2
|
7/27/2026 |
3
|
$220 M
|
| WENDELL DAVID ASSOCIATES INC |
2026 Q2
|
7/27/2026 |
155
|
$950 M
|
| Bare Financial Services, Inc |
2026 Q2
|
7/27/2026 |
3,039
|
$440 M
|
| State of New Jersey Common Pension Fund E |
2026 Q2
|
7/27/2026 |
1
|
$65 M
|
| Westside Investment Management, Inc. |
2026 Q2
|
7/27/2026 |
1,902
|
$760 M
|
| Allen Capital Group, LLC |
2026 Q2
|
7/27/2026 |
327
|
$1.2 B
|
| Leonteq Securities AG |
2026 Q2
|
7/27/2026 |
1,308
|
$2.9 B
|
| Lifeyrissjodur verzlunarmanna (Pension Fund of Commerce) |
2026 Q2
|
7/27/2026 |
1
|
$230 M
|
| Peterson Wealth Services |
2026 Q2
|
7/27/2026 |
245
|
$460 M
|
| Prospera Capital Management, LLC |
2026 Q2
|
7/27/2026 |
63
|
$320 M
|
| TD Waterhouse Canada Inc. |
2026 Q2
|
7/27/2026 |
2,405
|
$38 B
|
| Global Assets Advisory, LLC |
2026 Q2
|
7/27/2026 |
322
|
$460 M
|
| Rubicon Global Capital Ltd |
2026 Q2
|
7/27/2026 |
12
|
$270 M
|
| Tempo Wealth, LLC |
2026 Q2
|
7/27/2026 |
237
|
$680 M
|
| Facet Wealth, Inc. |
2026 Q2
|
7/27/2026 |
411
|
$7.0 B
|
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC |
2026 Q2
|
7/27/2026 |
174
|
$2.4 B
|
| New Hampshire Trust |
2026 Q2
|
7/27/2026 |
301
|
$530 M
|
| CSP Financial Group, LLC |
2026 Q2
|
7/27/2026 |
24
|
$120 M
|
| Private Wealth Management Group, LLC |
2026 Q2
|
7/27/2026 |
1,472
|
$430 M
|
| AGMAN CAPITAL LLC |
2026 Q2
|
7/27/2026 |
19
|
$160 M
|
| Cambridge Investment Research Advisors, Inc. |
2026 Q2
|
7/27/2026 |
3,774
|
$43 B
|
| Wealth Management Nebraska |
2026 Q2
|
7/27/2026 |
106
|
$1.1 B
|
| Tufton Capital Management |
2026 Q2
|
7/27/2026 |
127
|
$600 M
|
| Ariston Services Group |
2026 Q2
|
7/27/2026 |
70
|
$180 M
|
| Peapod Lane Capital LLC |
2026 Q2
|
7/27/2026 |
61
|
$150 M
|
| Foresight Group Ltd Liability Partnership |
2026 Q2
|
7/27/2026 |
62
|
$560 M
|
| SCHWARTZ INVESTMENT COUNSEL INC |
2026 Q2
|
7/27/2026 |
138
|
$3.0 B
|
| V-Square Quantitative Management LLC |
2026 Q2
|
7/27/2026 |
725
|
$1.1 B
|
| Supplemental Annuity Collective Trust of NJ |
2026 Q2
|
7/27/2026 |
298
|
$390 M
|
| Bouchey Financial Group, Ltd. |
2026 Q2
|
7/27/2026 |
191
|
$1.5 B
|
| OmniStar Financial Group, Inc. |
2026 Q2
|
7/27/2026 |
118
|
$220 M
|
| Polaris Capital Management, LLC |
2026 Q2
|
7/27/2026 |
84
|
$1.1 B
|
| Financial Futures Ltd Liability Co. |
2026 Q2
|
7/27/2026 |
80
|
$260 M
|
| 626 Financial, LLC |
2026 Q2
|
7/27/2026 |
127
|
$260 M
|
| Sanchez Wealth Management Group |
2026 Q2
|
7/27/2026 |
52
|
$570 M
|
| Erickson Financial Group, LLC |
2026 Q2
|
7/27/2026 |
25
|
$190 M
|
| Diversified Investment Strategies, LLC |
2026 Q2
|
7/27/2026 |
52
|
$150 M
|
| Koshinski Asset Management, Inc. |
2026 Q2
|
7/27/2026 |
773
|
$1.9 B
|
| Wealth Quarterback LLC |
2026 Q2
|
7/27/2026 |
172
|
$320 M
|
| M Wealth Management, LLC |
2026 Q2
|
7/27/2026 |
57
|
$130 M
|
| Bpifrance SA |
2026 Q2
|
7/27/2026 |
2
|
$1.4 B
|
| Compass Planning Associates Inc |
2026 Q2
|
7/27/2026 |
33
|
$180 M
|
| Oceanside Advisors LLC |
2026 Q2
|
7/27/2026 |
57
|
$200 M
|
| Capital Investment Counsel, Inc |
2026 Q2
|
7/27/2026 |
266
|
$930 M
|
| Hilton Head Capital Partners, LLC |
2026 Q2
|
7/27/2026 |
912
|
$200 M
|
| Dilation Capital Management LP |
2026 Q2
|
7/27/2026 |
20
|
$250 M
|
| Family Office Research LLC |
2026 Q2
|
7/27/2026 |
85
|
$270 M
|
| T3 Companies, LLC |
2026 Q2
|
7/27/2026 |
180
|
$94 M
|
| OCO Capital Partners, L.P. |
2026 Q2
|
7/27/2026 |
5
|
$570 M
|
| Centennial Advisors, LLC |
2026 Q2
|
7/27/2026 |
76
|
$84 M
|
| Asset Planning,Inc |
2026 Q2
|
7/27/2026 |
336
|
$150 M
|
| PCG ASSET MANAGEMENT, LLC |
2026 Q2
|
7/27/2026 |
84
|
$140 M
|
| Vistica Wealth Advisors, LLC |
2026 Q2
|
7/27/2026 |
54
|
$120 M
|