| INTACT INVESTMENT MANAGEMENT INC. |
2026 Q2
|
7/20/2026 |
274
|
$3.5 B
|
| ARK & TLK INVESTMENTS, LLC |
2026 Q2
|
7/20/2026 |
127
|
$410 M
|
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC |
2026 Q2
|
7/20/2026 |
34
|
$200 M
|
| Stewardship Advisors, LLC |
2026 Q2
|
7/20/2026 |
175
|
$480 M
|
| Royal Fund Management, LLC |
2026 Q2
|
7/20/2026 |
291
|
$1.2 B
|
| CERTIOR FINANCIAL GROUP, LLC |
2026 Q2
|
7/20/2026 |
146
|
$180 M
|
| Venturi Wealth Management, LLC |
2026 Q2
|
7/20/2026 |
1,067
|
$2.6 B
|
| BURRUS FINANCIAL SERVICES, INC. |
2026 Q2
|
7/20/2026 |
11
|
$230 M
|
| Peak Financial Management, Inc. |
2026 Q2
|
7/20/2026 |
114
|
$440 M
|
| Waldron Private Wealth LLC |
2026 Q2
|
7/20/2026 |
350
|
$2.9 B
|
| WestBridge Capital Management, LLC |
2026 Q2
|
7/20/2026 |
1
|
$80 M
|
| Uncommon Cents Investing LLC |
2026 Q2
|
7/20/2026 |
215
|
$460 M
|
| Skyline Advisors, Inc. |
2026 Q2
|
7/20/2026 |
123
|
$320 M
|
| HORIZON FINANCIAL SERVICES, LLC |
2026 Q2
|
7/20/2026 |
646
|
$260 M
|
| Rainwater Charitable Foundation |
2026 Q2
|
7/20/2026 |
4
|
$300 M
|
| Emerald Advisors, LLC |
2026 Q2
|
7/20/2026 |
130
|
$800 M
|
| PRAIRIE ADVISORY, LLC |
2026 Q2
|
7/20/2026 |
167
|
$430 M
|
| JGP Global Gestao de Recursos Ltda. |
2026 Q2
|
7/20/2026 |
34
|
$45 M
|
| FOUNDERS CAPITAL MANAGEMENT, LLC |
2026 Q2
|
7/20/2026 |
79
|
$670 M
|
| Positano Wealth Management Ltd |
2026 Q2
|
7/20/2026 |
24
|
$180 M
|
| Lifestyle Asset Management, Inc. |
2026 Q2
|
7/20/2026 |
134
|
$370 M
|
| ABC ARBITRAGE SA |
2026 Q2
|
7/20/2026 |
381
|
$930 M
|
| Amicus Financial Advisors, LLC |
2026 Q2
|
7/20/2026 |
95
|
$410 M
|
| QP WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/20/2026 |
71
|
$70 M
|
| Global Wealth Management, LLC |
2026 Q2
|
7/20/2026 |
47
|
$200 M
|
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV |
2025 Q1
|
7/20/2026 |
48
|
$140 M
|
| Koesten, Hirschmann & Crabtree, INC. |
2026 Q2
|
7/20/2026 |
52
|
$240 M
|
| ASR Vermogensbeheer N.V. |
2026 Q2
|
7/20/2026 |
460
|
$9.7 B
|
| Ardent Capital Management, Inc. |
2026 Q2
|
7/20/2026 |
47
|
$240 M
|
| Realta Investment Advisors |
2026 Q2
|
7/20/2026 |
378
|
$320 M
|
| Strong Retirement Solutions LLC |
2026 Q2
|
7/20/2026 |
82
|
$170 M
|
| PARK AVENUE SECURITIES LLC |
2026 Q2
|
7/20/2026 |
1,776
|
$16 B
|
| PKO Investment Management Joint-Stock Co |
2026 Q2
|
7/20/2026 |
228
|
$1.4 B
|
| Achmea Investment Management B.V. |
2026 Q2
|
7/20/2026 |
115
|
$4.0 B
|
| MEITAV INVESTMENT HOUSE LTD |
2026 Q2
|
7/20/2026 |
299
|
$15 B
|
| High Ground Investment Management LLP |
2026 Q2
|
7/20/2026 |
7
|
$1.1 B
|
| Cyr Financial Inc. |
2026 Q2
|
7/20/2026 |
62
|
$190 M
|
| Rye Brook Capital LLC |
2026 Q2
|
7/20/2026 |
40
|
$140 M
|
| Fiduciary Alliance LLC |
2026 Q2
|
7/20/2026 |
535
|
$1.5 B
|
| Rinkey Investments |
2026 Q2
|
7/20/2026 |
128
|
$420 M
|
| Capstone Capital Management Ltd |
2026 Q2
|
7/20/2026 |
160
|
$220 M
|
| ZynergyRetirementPlanningLLC |
2026 Q2
|
7/17/2026 |
26
|
$180 M
|
| Fifth Third Wealth Advisors LLC |
2026 Q2
|
7/17/2026 |
992
|
$3.6 B
|
| Fairvoy Private Wealth, LLC |
2026 Q2
|
7/17/2026 |
200
|
$490 M
|
| CJM Wealth Advisers, Ltd. |
2026 Q2
|
7/17/2026 |
78
|
$380 M
|
| Altus Wealth Group LLC |
2026 Q2
|
7/17/2026 |
155
|
$280 M
|
| Larry Mathis Financial Planning, LLC |
2026 Q2
|
7/17/2026 |
149
|
$120 M
|
| MARYLAND CAPITAL ADVISORS INC. |
2026 Q2
|
7/17/2026 |
1,145
|
$310 M
|
| Storen Legacy Partners, LLC |
2026 Q2
|
7/17/2026 |
116
|
$370 M
|
| Bouvel Investment Partners, LLC |
2026 Q2
|
7/17/2026 |
84
|
$440 M
|
| Burns Matteson Capital Management, LLC |
2026 Q2
|
7/17/2026 |
196
|
$320 M
|
| InTrack Investment Management Inc |
2026 Q2
|
7/17/2026 |
110
|
$200 M
|
| O'Connor Financial Group LLC |
2026 Q2
|
7/17/2026 |
69
|
$280 M
|
| Financial Synergies Wealth Advisors, Inc. |
2026 Q2
|
7/17/2026 |
116
|
$1.2 B
|
| Petersen Hastings Wealth Advisors Inc. |
2026 Q2
|
7/17/2026 |
87
|
$1.2 B
|
| Lynch Investment Planning, LLC |
2026 Q2
|
7/17/2026 |
56
|
$130 M
|
| Amplius Wealth Advisors, LLC |
2026 Q2
|
7/17/2026 |
211
|
$1.4 B
|
| Core Wealth Partners LLC |
2026 Q2
|
7/17/2026 |
191
|
$230 M
|
| Burton Enright Welch |
2026 Q2
|
7/17/2026 |
146
|
$850 M
|
| Sensenig Capital Advisors, Inc |
2026 Q2
|
7/17/2026 |
36
|
$110 M
|
| TCFG Investment Advisors, LLC |
2026 Q2
|
7/17/2026 |
299
|
$300 M
|
| PEAK FINANCIAL ADVISORS LLC |
2026 Q2
|
7/17/2026 |
78
|
$240 M
|
| Martin Investment Management, LLC |
2026 Q2
|
7/17/2026 |
47
|
$300 M
|
| Farther Finance Advisors, LLC |
2026 Q2
|
7/17/2026 |
6,021
|
$13 B
|
| LifeSteps Financial, Inc. |
2026 Q2
|
7/17/2026 |
792
|
$210 M
|
| Ballentine Partners, LLC |
2026 Q2
|
7/17/2026 |
2,656
|
$8.2 B
|
| Constellation Investments, Inc. |
2026 Q2
|
7/17/2026 |
19
|
$3.2 B
|
| GRACE & WHITE INC /NY |
2026 Q2
|
7/17/2026 |
133
|
$630 M
|
| Madrona Financial Services, LLC |
2026 Q2
|
7/17/2026 |
143
|
$540 M
|
| Nova R Wealth, Inc. |
2026 Q2
|
7/17/2026 |
86
|
$340 M
|
| Centerline Wealth Advisors, LLC |
2026 Q2
|
7/17/2026 |
79
|
$320 M
|
| Cypress Point Wealth Management, LLC |
2026 Q2
|
7/17/2026 |
142
|
$490 M
|
| AEGON USA Investment Management, LLC |
2026 Q2
|
7/17/2026 |
42
|
$140 M
|
| BUILDER INVESTMENT GROUP INC /ADV |
2026 Q2
|
7/17/2026 |
107
|
$500 M
|
| Formidable Asset Management, LLC |
2026 Q2
|
7/17/2026 |
387
|
$630 M
|
| VAQUERO PRIVATE WEALTH, LTD |
2026 Q2
|
7/17/2026 |
194
|
$490 M
|
| Andrews Advisory Associates, LLC |
2026 Q2
|
7/17/2026 |
86
|
$210 M
|
| Good Harbor Advisors, Inc. |
2026 Q2
|
7/17/2026 |
87
|
$100 M
|
| Sara-Bay Financial |
2026 Q2
|
7/17/2026 |
87
|
$380 M
|
| CITIZENS & NORTHERN CORP |
2026 Q2
|
7/17/2026 |
117
|
$440 M
|
| Sierra Legacy Group |
2026 Q2
|
7/17/2026 |
79
|
$130 M
|
| WATERSHED PRIVATE WEALTH LLC |
2026 Q2
|
7/17/2026 |
120
|
$360 M
|
| Pacific Wealth Strategies Group, Inc. |
2026 Q2
|
7/17/2026 |
59
|
$170 M
|
| Advantage Trust Co |
2026 Q2
|
7/17/2026 |
197
|
$280 M
|
| Merit Financial Group, LLC |
2026 Q2
|
7/17/2026 |
8,134
|
$16 B
|
| Div Capital Phoenix Assets Ltd |
2026 Q2
|
7/17/2026 |
9
|
$580 M
|
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ |
2026 Q2
|
7/17/2026 |
452
|
$20 B
|
| Sulzberger Capital Advisors, Inc. |
2026 Q2
|
7/17/2026 |
53
|
$100 M
|
| Heartwood Wealth Advisors LLC |
2026 Q2
|
7/17/2026 |
227
|
$1.3 B
|
| Pachira Investments Inc. |
2026 Q2
|
7/17/2026 |
78
|
$270 M
|
| True Blue Financial, LLC |
2026 Q2
|
7/17/2026 |
61
|
$240 M
|
| Liberty Capital Management, Inc. |
2026 Q2
|
7/17/2026 |
184
|
$580 M
|
| Tortuga Wealth Management, Inc |
2026 Q1
|
7/17/2026 |
119
|
$110 M
|
| Forza Wealth Management, LLC |
2026 Q2
|
7/17/2026 |
194
|
$330 M
|
| BAKER TILLY WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/17/2026 |
285
|
$470 M
|
| First Nebraska Trust Co |
2015 Q3
|
7/17/2026 |
95
|
$310 M
|
| Rosenberg Matthew Hamilton |
2026 Q2
|
7/17/2026 |
792
|
$540 M
|
| ADVOCATE GROUP LLC |
2026 Q2
|
7/17/2026 |
122
|
$670 M
|
| Richardson Capital Management LLC |
2026 Q2
|
7/17/2026 |
244
|
$230 M
|
| SLT Holdings LLC |
2026 Q2
|
7/17/2026 |
150
|
$160 M
|