| Mendota Financial Group, LLC |
2026 Q3
|
10/7/2026 |
32
|
$160 M
|
| Great Waters Wealth Management |
2026 Q3
|
10/7/2026 |
131
|
$1.1 B
|
| Weaver Consulting Group |
2026 Q3
|
10/7/2026 |
305
|
$510 M
|
| WALLER FINANCIAL PLANNING GROUP, INC |
2026 Q3
|
10/7/2026 |
80
|
$490 M
|
| Elm Partners Management LLC |
2025 Q1 - RESTATEMENT
|
10/7/2026 |
70
|
$1.9 B
|
| Todd Wealth Management, LLC |
2026 Q2
|
10/7/2026 |
112
|
$130 M
|
| SigFig Wealth Management, LLC |
2026 Q3
|
10/7/2026 |
150
|
$4.0 B
|
| McAlister, Sweet & Associates, Inc. |
2026 Q3
|
10/7/2026 |
35
|
$160 M
|
| American National Bank of Texas |
2026 Q3
|
10/7/2026 |
58
|
$110 M
|
| ARMSTRONG HENRY H ASSOCIATES INC |
2026 Q3
|
10/7/2026 |
61
|
$1.1 B
|
| AMERICAN NATIONAL BANK & TRUST |
2026 Q3
|
10/7/2026 |
618
|
$1.1 B
|
| Worth Asset Management, LLC |
2026 Q3
|
10/7/2026 |
738
|
$340 M
|
| Todd Wealth Management, LLC |
2026 Q1
|
10/7/2026 |
106
|
$110 M
|
| Matrix Trust Co |
2026 Q3
|
10/7/2026 |
102
|
$690 k
|
| KWMG, LLC |
2026 Q3
|
10/7/2026 |
155
|
$1.4 B
|
| PFW Advisors LLC |
2026 Q3
|
10/7/2026 |
122
|
$340 M
|
| Lake Hills Wealth Management, LLC |
2026 Q3
|
10/7/2026 |
62
|
$220 M
|
| Strong Retirement Solutions LLC |
2026 Q3
|
10/7/2026 |
84
|
$180 M
|
| BENEDICT FINANCIAL ADVISORS INC |
2026 Q3
|
10/7/2026 |
136
|
$500 M
|
| STEGINSKY CAPITAL LLC |
2026 Q3
|
10/7/2026 |
8
|
$610 k
|
| Todd Wealth Management, LLC |
2025 Q4
|
10/7/2026 |
100
|
$110 M
|
| MRA Advisory Group |
2026 Q3
|
10/7/2026 |
152
|
$270 M
|
| Wealth Group Ltd |
2026 Q3
|
10/7/2026 |
97
|
$540 M
|
| Applied Capital LLC/FL |
2026 Q3
|
10/7/2026 |
95
|
$250 M
|
| Martin Capital Partners, LLC |
2026 Q3
|
10/7/2026 |
73
|
$280 M
|
| FIG FINANCIAL ADVISORY SERVICES INC /ADV |
2026 Q3
|
10/7/2026 |
63
|
$170 M
|
| Bank & Trust Co |
2026 Q3
|
10/7/2026 |
308
|
$160 M
|
| S.E.E.D. Planning Group LLC |
2026 Q3
|
10/7/2026 |
98
|
$410 M
|
| Snow Phipps Group, LLC |
2026 Q3
|
10/7/2026 |
2
|
$260 M
|
| Emprise Bank |
2026 Q3
|
10/7/2026 |
106
|
$260 M
|
| NORTH POINT PORTFOLIO MANAGERS CORP/OH |
2026 Q3
|
10/7/2026 |
264
|
$590 M
|
| Seven Bridges Advisors LLC |
2026 Q3
|
10/7/2026 |
17
|
$220 M
|
| Veery Capital, LLC |
2026 Q3
|
10/7/2026 |
101
|
$380 M
|
| Platt Investment Counsel, LLC |
2026 Q3
|
10/7/2026 |
15
|
$150 M
|
| FSA Investment Group, LLC |
2026 Q3
|
10/7/2026 |
42
|
$310 M
|
| PUFF WEALTH MANAGEMENT, LLC |
2026 Q3
|
10/7/2026 |
80
|
$110 M
|
| WINEBRENNER CAPITAL MANAGEMENT LLC |
2026 Q3
|
10/7/2026 |
148
|
$160 M
|
| Bank of Finland |
2026 Q3
|
10/7/2026 |
4
|
$1.4 B
|
| SeaTown Holdings Pte. Ltd. |
2026 Q3
|
10/7/2026 |
1
|
$0
|
| Nautilus Advisors LLC |
2026 Q3
|
10/7/2026 |
172
|
$170 M
|
| SEARCY FINANCIAL SERVICES INC /ADV |
2026 Q3
|
10/7/2026 |
25
|
$280 M
|
| PartnerRe Asset Management CORP |
2026 Q3
|
10/7/2026 |
3
|
$160 M
|
| GLYNN CAPITAL MANAGEMENT LLC |
2026 Q3
|
10/7/2026 |
40
|
$330 M
|
| Two Seas Capital LP |
2026 Q3
|
10/6/2026 |
47
|
$8.7 B
|
| RVW Wealth, LLC |
2026 Q3
|
10/6/2026 |
185
|
$1.6 B
|
| Cambridge Financial Group, LLC |
2026 Q3
|
10/6/2026 |
153
|
$320 M
|
| Private Capital Advisors, Inc. |
2026 Q3
|
10/6/2026 |
78
|
$1.2 B
|
| Roth Financial Partners LLC |
2026 Q3
|
10/6/2026 |
37
|
$330 M
|
| ATMOS ADVISORY, LLC |
2026 Q3
|
10/6/2026 |
21
|
$190 M
|
| CONGRESS ASSET MANAGEMENT CO |
2026 Q3
|
10/6/2026 |
406
|
$15 B
|
| MOODY NATIONAL BANK TRUST DIVISION |
2026 Q3
|
10/6/2026 |
788
|
$1.2 B
|
| Bank of New Hampshire |
2026 Q3
|
10/6/2026 |
527
|
$460 M
|
| HALL LAURIE J TRUSTEE |
2026 Q3
|
10/6/2026 |
259
|
$310 M
|
| Bangor Savings Bank |
2026 Q3
|
10/6/2026 |
711
|
$1.3 B
|
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. |
2026 Q3
|
10/6/2026 |
40
|
$180 M
|
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC |
2026 Q3
|
10/6/2026 |
70
|
$150 M
|
| JUNCTURE WEALTH STRATEGIES, LLC |
2026 Q3
|
10/6/2026 |
185
|
$390 M
|
| Mallini Complete Financial Planning LLC |
2026 Q3
|
10/6/2026 |
72
|
$140 M
|
| Legacy Private Trust Co. |
2026 Q3
|
10/6/2026 |
372
|
$1.8 B
|
| TETRAD CORP |
2026 Q3
|
10/6/2026 |
3
|
$1.0 B
|
| Financial Symmetry Inc |
2026 Q3
|
10/6/2026 |
66
|
$310 M
|
| Samson Rock Capital LLP |
2026 Q3
|
10/6/2026 |
1
|
$25 M
|
| Byrne Asset Management LLC |
2026 Q3
|
10/6/2026 |
624
|
$180 M
|
| Iowa State Bank |
2026 Q3
|
10/6/2026 |
118
|
$590 M
|
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. |
2026 Q3
|
10/6/2026 |
63
|
$190 M
|
| Eleva Capital SAS |
2026 Q3
|
10/6/2026 |
26
|
$110 M
|
| COLTON GROOME FINANCIAL ADVISORS, LLC |
2026 Q3
|
10/6/2026 |
162
|
$430 M
|
| GoalFusion Wealth Management, LLC |
2026 Q3
|
10/6/2026 |
34
|
$250 M
|
| DUDLEY & SHANLEY, INC. |
2026 Q3
|
10/6/2026 |
37
|
$630 M
|
| PHOENIX ASSET MANAGEMENT PARTNERS Ltd |
2024 Q4 - NEW HOLDINGS
|
10/6/2026 |
1
|
$2.3 M
|
| PHOENIX ASSET MANAGEMENT PARTNERS Ltd |
2024 Q4 - RESTATEMENT
|
10/6/2026 |
9
|
$120 M
|
| SEGRA CAPITAL MANAGEMENT, LLC |
2026 Q3
|
10/6/2026 |
15
|
$990 M
|
| Paladin Partners, LLC |
2026 Q3
|
10/6/2026 |
201
|
$160 M
|
| BOYUM WEALTH ARCHITECTS LLC |
2026 Q3
|
10/6/2026 |
68
|
$250 M
|
| JIA INVESTMENT ALLIANCE PTE. LTD. |
2026 Q3
|
10/6/2026 |
23
|
$1.2 B
|
| Stephens Group, LLC |
2026 Q3
|
10/6/2026 |
4
|
$200 M
|
| Lakehouse Capital Pty Ltd |
2026 Q3
|
10/6/2026 |
12
|
$110 k
|
| Central Pacific Bank - Trust Division |
2026 Q3
|
10/6/2026 |
951
|
$950 M
|
| Morrissey Wealth Management, LLC |
2026 Q2
|
10/5/2026 |
30
|
$160 M
|
| Olistico Wealth, LLC |
2026 Q3
|
10/5/2026 |
354
|
$240 M
|
| Norman Fields, Gottscho Capital Management, LLC |
2026 Q3
|
10/5/2026 |
63
|
$330 M
|
| Factorial Partners, LLC |
2026 Q3
|
10/5/2026 |
1
|
$76 k
|
| Ballew Advisors, Inc |
2026 Q3
|
10/5/2026 |
133
|
$200 M
|
| Gladwyn Financial Advisors, Inc. |
2026 Q3
|
10/5/2026 |
106
|
$160 M
|
| Pacific Wealth Management |
2026 Q3
|
10/5/2026 |
20
|
$230 M
|
| Ridgewood Investments LLC |
2026 Q3
|
10/5/2026 |
217
|
$270 M
|
| Kennon-Green & Company, LLC |
2026 Q3
|
10/5/2026 |
42
|
$130 M
|
| Frisco Financial Planning LLC |
2026 Q3
|
10/5/2026 |
34
|
$130 M
|
| Box Hill Private Wealth LLC |
2026 Q3
|
10/5/2026 |
75
|
$140 M
|
| ACIMA PRIVATE WEALTH, LLC |
2026 Q3
|
10/5/2026 |
174
|
$340 M
|
| SCOPIA CAPITAL MANAGEMENT LP |
2026 Q3
|
10/5/2026 |
1
|
$0
|
| Rosenberg Matthew Hamilton |
2026 Q3
|
10/5/2026 |
817
|
$560 M
|
| COLLECTIVE FAMILY OFFICE LLC |
2026 Q3
|
10/5/2026 |
162
|
$480 M
|
| FC Advisory LLC |
2026 Q3
|
10/5/2026 |
113
|
$380 M
|
| Heartwood Wealth Advisors LLC |
2026 Q3
|
10/5/2026 |
223
|
$1.3 B
|
| ROCKLAND TRUST CO |
2026 Q3
|
10/5/2026 |
506
|
$2.6 B
|
| EASTERN BANK |
2026 Q3
|
10/5/2026 |
1,560
|
$6.6 B
|
| ARGENT CAPITAL MANAGEMENT LLC |
2026 Q3
|
10/5/2026 |
172
|
$3.1 B
|
| CapWealth Advisors, LLC |
2026 Q3
|
10/5/2026 |
122
|
$1.3 B
|
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC |
2026 Q3
|
10/5/2026 |
72
|
$530 M
|