| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC |
2026 Q2
|
7/30/2026 |
32
|
$290 M
|
| JHP Wealth Management, LLC |
2026 Q2
|
7/30/2026 |
40
|
$120 M
|
| Blankinship & Foster, LLC |
2026 Q2
|
7/30/2026 |
79
|
$500 M
|
| POM Investment Strategies, LLC |
2026 Q2
|
7/30/2026 |
350
|
$88 M
|
| CDKV HOLDINGS LLC |
2026 Q2
|
7/30/2026 |
276
|
$130 M
|
| Tortuga Wealth Management, Inc |
2026 Q2
|
7/30/2026 |
135
|
$130 M
|
| Powers Capital, LLC |
2026 Q2
|
7/30/2026 |
2
|
$240 M
|
| Overbrook Management Corp |
2026 Q2
|
7/30/2026 |
68
|
$660 M
|
| Bridgelight Financial Advisors, Inc. |
2026 Q2
|
7/30/2026 |
49
|
$150 M
|
| Bridgelight Financial Advisors, Inc. |
2026 Q1
|
7/30/2026 |
40
|
$120 M
|
| Bridgelight Financial Advisors, Inc. |
2025 Q4
|
7/30/2026 |
40
|
$120 M
|
| Spectrum Investment Advisors, Inc. |
2026 Q2
|
7/30/2026 |
76
|
$240 M
|
| QUANTIFY CHAOS ADVISORS, LLC |
2026 Q2
|
7/30/2026 |
48
|
$36 M
|
| Bigelow Investment Advisors, LLC |
2026 Q2
|
7/30/2026 |
157
|
$280 M
|
| Kercheville Advisors, LLC |
2026 Q2
|
7/30/2026 |
108
|
$330 M
|
| Blue Line Capital, LLC / IL |
2026 Q2
|
7/30/2026 |
92
|
$120 M
|
| Kiker Wealth Management, LLC |
2026 Q2
|
7/30/2026 |
161
|
$260 M
|
| Oasis Advisors, LLC |
2026 Q2
|
7/30/2026 |
54
|
$150 M
|
| Wealthstar Advisors, LLC |
2026 Q2
|
7/30/2026 |
114
|
$340 M
|
| Next Level Wealth Planning, LLC |
2026 Q2
|
7/30/2026 |
74
|
$230 M
|
| Briaud Financial Planning Inc |
2026 Q2
|
7/30/2026 |
42
|
$380 M
|
| Alta Wealth Advisors LLC |
2026 Q2
|
7/30/2026 |
170
|
$370 M
|
| Sather Financial Group Inc |
2026 Q2
|
7/30/2026 |
154
|
$1.7 B
|
| Towneley Capital Management, Inc / DE |
2026 Q2
|
7/30/2026 |
46
|
$510 M
|
| Mountain Capital Management, LLC |
2026 Q2
|
7/30/2026 |
1
|
$0
|
| Penn Capital Management Company, LLC |
2026 Q2
|
7/30/2026 |
185
|
$1.6 B
|
| Torray Investment Partners LLC |
2026 Q2
|
7/30/2026 |
91
|
$740 M
|
| Nvest Financial, LLC |
2026 Q2
|
7/30/2026 |
150
|
$320 M
|
| BAILARD, INC. |
2026 Q2
|
7/30/2026 |
763
|
$4.9 B
|
| LB Partners LLC |
2026 Q2
|
7/30/2026 |
34
|
$150 M
|
| Running Oak Capital LLC |
2026 Q2
|
7/30/2026 |
118
|
$590 M
|
| BENNINGFIELD FINANCIAL ADVISORS, LLC |
2026 Q2
|
7/30/2026 |
19
|
$140 M
|
| Almanack Investment Partners, LLC. |
2026 Q2
|
7/30/2026 |
321
|
$780 M
|
| Bravias Capital Group, LLC |
2026 Q2
|
7/30/2026 |
97
|
$170 M
|
| DKM Wealth Management, Inc. |
2026 Q2
|
7/30/2026 |
74
|
$150 M
|
| Ahara Advisors LLC |
2026 Q2 - NEW HOLDINGS
|
7/30/2026 |
55
|
$150 M
|
| XP Advisory US, Inc. |
2026 Q2
|
7/30/2026 |
81
|
$180 M
|
| LCW Services, LLC |
2026 Q2
|
7/30/2026 |
40
|
$230 M
|
| KITCHING PARTNERS, LLC |
2026 Q2
|
7/30/2026 |
45
|
$120 M
|
| Kaizen Financial Strategies |
2026 Q2
|
7/30/2026 |
176
|
$310 M
|
| CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC |
2026 Q2
|
7/30/2026 |
6
|
$34 M
|
| Carnegie Investment Counsel |
2026 Q2
|
7/30/2026 |
547
|
$5.0 B
|
| Lebenthal Global Advisors, LLC |
2026 Q2
|
7/30/2026 |
313
|
$740 M
|
| Welch & Forbes LLC |
2026 Q2
|
7/30/2026 |
388
|
$8.2 B
|
| St. Louis Trust Co |
2026 Q2
|
7/30/2026 |
187
|
$880 M
|
| BENDER ROBERT & ASSOCIATES |
2026 Q2
|
7/30/2026 |
39
|
$480 M
|
| Del-Sette Capital Management, LLC |
2026 Q2
|
7/30/2026 |
50
|
$170 M
|
| Pekin Hardy Strauss, Inc. |
2026 Q2
|
7/30/2026 |
511
|
$1.1 B
|
| VERUS WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/30/2026 |
60
|
$120 M
|
| MILFORD FUNDS LTD |
2026 Q2
|
7/30/2026 |
92
|
$6.1 B
|
| Acuitas Investments, LLC |
2026 Q2
|
7/30/2026 |
7
|
$1.4 M
|
| BYRNE FINANCIAL FREEDOM, LLC |
2026 Q2
|
7/30/2026 |
119
|
$260 M
|
| ARRIEN INVESTMENTS, INC. |
2026 Q2
|
7/30/2026 |
44
|
$200 M
|
| Elevated Private Wealth, LLC |
2026 Q2
|
7/30/2026 |
76
|
$110 M
|
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC |
2026 Q2
|
7/30/2026 |
96
|
$280 M
|
| SCRATCH CAPITAL LLC |
2026 Q2
|
7/30/2026 |
44
|
$200 M
|
| Bluesphere Advisors LLC |
2026 Q2
|
7/30/2026 |
121
|
$320 M
|
| Sterling Wealth Management, Inc. |
2026 Q2
|
7/30/2026 |
116
|
$400 M
|
| Boit C F David |
2026 Q2
|
7/30/2026 |
85
|
$240 M
|
| Zhang Financial LLC |
2026 Q2
|
7/30/2026 |
392
|
$3.4 B
|
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / |
2026 Q2
|
7/30/2026 |
65
|
$130 M
|
| EAGLE GLOBAL ADVISORS LLC |
2026 Q2
|
7/30/2026 |
277
|
$3.0 B
|
| First Nebraska Trust Co |
2011 Q1
|
7/30/2026 |
81
|
$210 M
|
| COMMONS CAPITAL, LLC |
2026 Q2
|
7/30/2026 |
96
|
$140 M
|
| BAYPOINTE PARTNERS LLC |
2026 Q2
|
7/30/2026 |
15
|
$42 M
|
| Claro Advisors Inc. |
2026 Q2
|
7/30/2026 |
533
|
$950 M
|
| SCF Partners, Inc. |
2026 Q2
|
7/30/2026 |
1
|
$0
|
| William B. Walkup & Associates, Inc. |
2026 Q2
|
7/30/2026 |
258
|
$210 M
|
| Ackerman Capital Advisors, LLC |
2026 Q2
|
7/30/2026 |
122
|
$500 M
|
| WATERS PARKERSON & CO., LLC |
2026 Q2
|
7/30/2026 |
200
|
$2.0 B
|
| Waterfront Wealth Inc. |
2026 Q2
|
7/30/2026 |
298
|
$650 M
|
| BAYBAN |
2026 Q2
|
7/30/2026 |
595
|
$130 M
|
| Point Windward Advisors Inc. |
2026 Q2
|
7/30/2026 |
97
|
$230 M
|
| Crusonia Wealth Advisors LLC |
2026 Q2
|
7/30/2026 |
313
|
$610 M
|
| Mendel Money Management |
2026 Q2
|
7/30/2026 |
127
|
$270 M
|
| Pathway Financial Advisers, LLC |
2026 Q2
|
7/30/2026 |
167
|
$400 M
|
| Cardinal Strategic Wealth Guidance |
2026 Q2
|
7/30/2026 |
67
|
$440 M
|
| Windle Wealth, LLC |
2026 Q2
|
7/30/2026 |
35
|
$250 M
|
| Decker Wealth Management LLC |
2026 Q2
|
7/30/2026 |
107
|
$470 M
|
| South Shore Capital Advisors |
2026 Q2
|
7/30/2026 |
154
|
$150 M
|
| RETIREMENT FINANCIAL SOLUTIONS, LLC |
2026 Q2
|
7/30/2026 |
53
|
$410 M
|
| CONNING INC. |
2026 Q2
|
7/30/2026 |
0
|
$0
|
| First Nebraska Trust Co |
2011 Q2
|
7/30/2026 |
83
|
$220 M
|
| Milestone Asset Management Group, LLC |
2026 Q2
|
7/30/2026 |
133
|
$200 M
|
| Cassia Capital Partners, LLC |
2026 Q2
|
7/30/2026 |
69
|
$210 M
|
| ALTFEST L J & CO INC |
2026 Q2
|
7/30/2026 |
313
|
$1.0 B
|
| KENNEDY INVESTMENT GROUP, INC. |
2026 Q2
|
7/30/2026 |
146
|
$290 M
|
| BlueChip Wealth Advisors LLC |
2026 Q2
|
7/30/2026 |
0
|
$0
|
| LCM Capital Management Inc |
2026 Q2
|
7/30/2026 |
129
|
$230 M
|
| Buttonwood Financial Group, LLC |
2026 Q2
|
7/30/2026 |
33
|
$170 M
|
| STATE OF MICHIGAN RETIREMENT SYSTEM |
2026 Q2
|
7/30/2026 |
960
|
$23 B
|
| Weaver Capital Management LLC |
2026 Q2
|
7/30/2026 |
172
|
$450 M
|
| WealthCare Asset Management, LLC |
2026 Q2
|
7/30/2026 |
|
$0
|
| INVENIO WEALTH PARTNERS LLC |
2026 Q2
|
7/30/2026 |
|
$0
|
| GatePass Capital, LLC |
2026 Q2
|
7/30/2026 |
|
$0
|
| AGP FRANKLIN, LLC |
2026 Q2
|
7/30/2026 |
93
|
$230 M
|
| truNorth Financial Services, Inc. |
2026 Q2
|
7/30/2026 |
59
|
$110 M
|
| Retirement Planning Co of New England, Inc. |
2026 Q2
|
7/30/2026 |
260
|
$280 M
|
| HAHN CAPITAL MANAGEMENT LLC |
2026 Q2
|
7/30/2026 |
31
|
$160 M
|
| O'Domhnaill Enterprises, Inc. |
2026 Q2
|
7/30/2026 |
61
|
$130 M
|