| First Nebraska Trust Co |
2025 Q2
|
6/9/2026 |
195
|
$1.0 B
|
| Contango Wealth Management LLC |
2025 Q4
|
6/9/2026 |
39
|
$89 M
|
| Contango Wealth Management LLC |
2026 Q1
|
6/9/2026 |
52
|
$86 M
|
| Robinswood Financial LLC |
2026 Q1
|
6/9/2026 |
192
|
$79 M
|
| Rathbones Group PLC |
2025 Q4 - NEW HOLDINGS
|
6/9/2026 |
634
|
$26 B
|
| Rathbones Group PLC |
2026 Q1 - NEW HOLDINGS
|
6/9/2026 |
646
|
$25 B
|
| First Nebraska Trust Co |
2025 Q3
|
6/8/2026 |
205
|
$1.1 B
|
| Pine Valley Investments Ltd Liability Co |
2026 Q1
|
6/8/2026 |
574
|
$2.2 B
|
| First National Bank of Mount Dora, Trust Investment Services |
2025 Q3
|
6/8/2026 |
212
|
$450 M
|
| First National Bank of Mount Dora, Trust Investment Services |
2026 Q1
|
6/8/2026 |
212
|
$460 M
|
| First National Bank of Mount Dora, Trust Investment Services |
2025 Q4
|
6/8/2026 |
212
|
$460 M
|
| Farmers National Bank |
2026 Q1
|
6/8/2026 |
251
|
$450 M
|
| Positano Wealth Management Ltd |
2026 Q1
|
6/8/2026 |
24
|
$140 M
|
| Positano Wealth Management Ltd |
2025 Q4
|
6/8/2026 |
21
|
$130 M
|
| Verus Advisory, Inc. |
2026 Q1
|
6/5/2026 |
8
|
$8.00
|
| ODDO BHF ASSET MANAGEMENT SAS |
2025 Q1 - NEW HOLDINGS
|
6/5/2026 |
7
|
$50 M
|
| Town Capital LLC |
2026 Q1
|
6/4/2026 |
69
|
$120 M
|
| Town Capital LLC |
2025 Q4
|
6/4/2026 |
91
|
$120 M
|
| FISCHER INVESTMENT STRATEGIES, LLC |
2026 Q1
|
6/4/2026 |
45
|
$170 M
|
| Seven Fleet Capital Management LP |
2026 Q1 - RESTATEMENT
|
6/4/2026 |
115
|
$320 M
|
| CHELSEA COUNSEL CO |
2026 Q1 - RESTATEMENT
|
6/4/2026 |
237
|
$220 M
|
| Evansbrook LLC |
2026 Q1
|
6/4/2026 |
117
|
$150 M
|
| Midwest Financial Network, LLC |
2025 Q1
|
6/4/2026 |
58
|
$100 M
|
| Midwest Financial Network, LLC |
2024 Q4
|
6/4/2026 |
57
|
$96 M
|
| Midwest Financial Network, LLC |
2025 Q3
|
6/4/2026 |
64
|
$120 M
|
| Midwest Financial Network, LLC |
2025 Q2
|
6/4/2026 |
59
|
$100 M
|
| Midwest Financial Network, LLC |
2026 Q1
|
6/4/2026 |
82
|
$130 M
|
| Midwest Financial Network, LLC |
2025 Q4
|
6/4/2026 |
68
|
$130 M
|
| Stillwater Private Wealth, LLC |
2026 Q1
|
6/3/2026 |
78
|
$120 M
|
| DBK Financial Counsel, LLC |
2026 Q1
|
6/3/2026 |
59
|
$130 M
|
| CoreFirst Bank & Trust |
2026 Q1
|
6/3/2026 |
365
|
$190 M
|
| Wealthquest Corp |
2026 Q1 - NEW HOLDINGS
|
6/3/2026 |
150
|
$1.4 B
|
| Peak Planning Group, LLC |
2020 Q4
|
6/3/2026 |
61
|
$88 M
|
| Honeycomb Asset Management LP |
2026 Q1 - RESTATEMENT
|
6/3/2026 |
1
|
$0
|
| STOREBRAND ASSET MANAGEMENT AS |
2025 Q1
|
6/3/2026 |
839
|
$31 B
|
| STOREBRAND ASSET MANAGEMENT AS |
2025 Q2
|
6/3/2026 |
824
|
$35 B
|
| STOREBRAND ASSET MANAGEMENT AS |
2025 Q3
|
6/3/2026 |
822
|
$38 B
|
| NewEdge Advisors, LLC |
2026 Q1 - RESTATEMENT
|
6/2/2026 |
4,127
|
$28 B
|
| DV Trading LLC |
2026 Q1 - NEW HOLDINGS
|
6/2/2026 |
2
|
$4.2 M
|
| Parallel Advisors, LLC |
2026 Q1 - RESTATEMENT
|
6/2/2026 |
3,833
|
$5.6 B
|
| Optiver Holding B.V. |
2026 Q1 - RESTATEMENT
|
6/2/2026 |
2,361
|
$290 B
|
| First Nebraska Trust Co |
2025 Q4
|
6/2/2026 |
219
|
$1.1 B
|
| Blue Edge Capital, LLC |
2026 Q1
|
6/2/2026 |
134
|
$750 M
|
| Creek Drive Management Group LLC |
2025 Q4 - RESTATEMENT
|
6/2/2026 |
50
|
$430 M
|
| Norris Financial Group, LLC |
2019 Q4
|
6/2/2026 |
55
|
$110 M
|
| Norris Financial Group, LLC |
2020 Q1
|
6/2/2026 |
61
|
$90 M
|
| Norris Financial Group, LLC |
2020 Q2
|
6/2/2026 |
64
|
$110 M
|
| Norris Financial Group, LLC |
2020 Q3
|
6/2/2026 |
69
|
$120 M
|
| Norris Financial Group, LLC |
2020 Q4
|
6/2/2026 |
68
|
$130 M
|
| Southern Farm Bureau Life Insurance |
2026 Q1
|
6/2/2026 |
15
|
$950 M
|
| Keel Point, LLC |
2026 Q1
|
6/1/2026 |
471
|
$1.5 B
|
| First Nebraska Trust Co |
2026 Q1
|
6/1/2026 |
218
|
$1.1 B
|
| FLAGSHIP WEALTH ADVISORS, LLC |
2026 Q1
|
6/1/2026 |
350
|
$230 M
|
| Caerus Investment Advisors, LLC |
2026 Q1
|
6/1/2026 |
281
|
$240 M
|
| Integrated Investment Consultants, LLC |
2026 Q1
|
6/1/2026 |
642
|
$470 M
|
| Financial Solutions Advisory Group, Inc. |
2026 Q1
|
6/1/2026 |
174
|
$720 M
|
| Concorde Asset Management, LLC |
2026 Q1
|
6/1/2026 |
207
|
$200 M
|
| Foguth Wealth Management, LLC. |
2026 Q1
|
6/1/2026 |
211
|
$860 M
|
| NWI MANAGEMENT LP |
2026 Q1 - NEW HOLDINGS
|
6/1/2026 |
52
|
$1.8 B
|
| NWI MANAGEMENT LP |
2025 Q4 - NEW HOLDINGS
|
6/1/2026 |
57
|
$2.2 B
|
| Dala Group, LLC |
2026 Q1
|
6/1/2026 |
73
|
$120 M
|
| Ramiah Investment Group |
2026 Q1 - NEW HOLDINGS
|
5/29/2026 |
35
|
$15 M
|
| Ramiah Investment Group |
2025 Q4 - NEW HOLDINGS
|
5/29/2026 |
33
|
$13 M
|
| Ramiah Investment Group |
2025 Q3 - NEW HOLDINGS
|
5/29/2026 |
26
|
$12 M
|
| Prospect Capital Advisors, LLC |
2026 Q1 - RESTATEMENT
|
5/29/2026 |
55
|
$180 M
|
| Ramiah Investment Group |
2025 Q1 - NEW HOLDINGS
|
5/29/2026 |
23
|
$13 M
|
| Ramiah Investment Group |
2023 Q4 - NEW HOLDINGS
|
5/29/2026 |
24
|
$14 M
|
| Roehl & Yi Investment Advisors, LLC |
2025 Q3
|
5/29/2026 |
168
|
$230 M
|
| Roehl & Yi Investment Advisors, LLC |
2025 Q2
|
5/29/2026 |
157
|
$200 M
|
| Roehl & Yi Investment Advisors, LLC |
2025 Q1
|
5/29/2026 |
152
|
$180 M
|
| Ramiah Investment Group |
2023 Q3 - NEW HOLDINGS
|
5/29/2026 |
28
|
$16 M
|
| Roehl & Yi Investment Advisors, LLC |
2024 Q4
|
5/29/2026 |
153
|
$180 M
|
| Ramiah Investment Group |
2023 Q2 - NEW HOLDINGS
|
5/29/2026 |
27
|
$14 M
|
| Ramiah Investment Group |
2023 Q1 - NEW HOLDINGS
|
5/29/2026 |
30
|
$19 M
|
| Immaculate Wealth Management LLC |
2026 Q1
|
5/29/2026 |
14
|
$13 M
|
| Ramiah Investment Group |
2022 Q4 - NEW HOLDINGS
|
5/29/2026 |
32
|
$19 M
|
| Ramiah Investment Group |
2022 Q3 - NEW HOLDINGS
|
5/29/2026 |
37
|
$17 M
|
| Ramiah Investment Group |
2022 Q2 - NEW HOLDINGS
|
5/29/2026 |
36
|
$15 M
|
| Ipsen Advisor Group LLC |
2026 Q1
|
5/29/2026 |
104
|
$140 M
|
| PERCEPTIVE ADVISORS LLC |
2026 Q1 - RESTATEMENT
|
5/29/2026 |
94
|
$5.1 B
|
| Mullaney, Keating & Wright, Inc. |
2026 Q1
|
5/29/2026 |
68
|
$180 M
|
| Mullaney, Keating & Wright, Inc. |
2025 Q4
|
5/29/2026 |
72
|
$190 M
|
| Mullaney, Keating & Wright, Inc. |
2025 Q3
|
5/29/2026 |
69
|
$180 M
|
| Mullaney, Keating & Wright, Inc. |
2025 Q2
|
5/29/2026 |
59
|
$150 M
|
| Mullaney, Keating & Wright, Inc. |
2025 Q1
|
5/29/2026 |
59
|
$150 M
|
| Mullaney, Keating & Wright, Inc. |
2024 Q3
|
5/29/2026 |
56
|
$140 M
|
| Mullaney, Keating & Wright, Inc. |
2024 Q4
|
5/29/2026 |
60
|
$150 M
|
| Mullaney, Keating & Wright, Inc. |
2024 Q2
|
5/29/2026 |
53
|
$130 M
|
| Peak Planning Group, LLC |
2020 Q3
|
5/29/2026 |
49
|
$71 M
|
| Asset Dedication, LLC |
2026 Q1
|
5/29/2026 |
1,114
|
$1.4 B
|
| LAVELLE CAPITAL LP |
2025 Q4
|
5/29/2026 |
89
|
$160 M
|
| Krane Financial Solutions LLC |
2026 Q1
|
5/29/2026 |
48
|
$150 M
|
| Ramiah Investment Group |
2022 Q1 - NEW HOLDINGS
|
5/28/2026 |
25
|
$18 M
|
| Ramiah Investment Group |
2025 Q2
|
5/28/2026 |
58
|
$93 M
|
| Ramiah Investment Group |
2024 Q3
|
5/28/2026 |
64
|
$110 M
|
| Ramiah Investment Group |
2024 Q4
|
5/28/2026 |
60
|
$110 M
|
| Ramiah Investment Group |
2020 Q4
|
5/28/2026 |
79
|
$120 M
|
| Ramiah Investment Group |
2020 Q3
|
5/28/2026 |
75
|
$100 M
|
| Ramiah Investment Group |
2021 Q2
|
5/28/2026 |
83
|
$140 M
|
| Ramiah Investment Group |
2021 Q1
|
5/28/2026 |
86
|
$130 M
|