| Ameliora Wealth Management Ltd. |
2026 Q2
|
7/24/2026 |
229
|
$340 M
|
| Income Insurance Ltd |
2026 Q2
|
7/24/2026 |
184
|
$170 M
|
| BROADWATER CAPITAL MANAGEMENT LLC |
2026 Q2
|
7/24/2026 |
208
|
$140 M
|
| BROADWATER CAPITAL MANAGEMENT LLC |
2026 Q1
|
7/24/2026 |
211
|
$130 M
|
| Nationwide Fund Advisors |
2026 Q2
|
7/24/2026 |
8
|
$2.4 B
|
| Empire Life Investments Inc. |
2026 Q2
|
7/24/2026 |
113
|
$1.8 B
|
| Essex LLC |
2026 Q2
|
7/24/2026 |
180
|
$660 M
|
| E-L Financial Corp Ltd |
2026 Q2
|
7/24/2026 |
1
|
$1.2 B
|
| NAN FUNG TRINITY (HK) LTD |
2026 Q2
|
7/24/2026 |
55
|
$1.0 B
|
| SeaTown Holdings Pte. Ltd. |
2026 Q2
|
7/24/2026 |
15
|
$170 M
|
| SIGNATUREFD, LLC |
2026 Q2
|
7/23/2026 |
3,541
|
$7.5 B
|
| Leelyn Smith, LLC |
2026 Q2
|
7/23/2026 |
157
|
$820 M
|
| Malaga Cove Capital, LLC |
2026 Q2
|
7/23/2026 |
185
|
$310 M
|
| Rare Wolf Capital LLC |
2026 Q2
|
7/23/2026 |
120
|
$160 M
|
| Intelligent Financial Strategies |
2026 Q2
|
7/23/2026 |
60
|
$210 M
|
| RAINEY & RANDALL WEALTH ADVISORS INC. |
2026 Q2
|
7/23/2026 |
77
|
$700 M
|
| Arizona PSPRS Trust |
2026 Q2
|
7/23/2026 |
14
|
$2.7 B
|
| Lodestone Wealth Management LLC |
2026 Q2
|
7/23/2026 |
835
|
$280 M
|
| Hartford Financial Management Inc. |
2026 Q2
|
7/23/2026 |
349
|
$450 M
|
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV |
2026 Q2
|
7/23/2026 |
123
|
$390 M
|
| Insight Inv LLC |
2026 Q2
|
7/23/2026 |
109
|
$210 M
|
| Genoa Capital Gestora de Recursos Ltda. |
2026 Q2
|
7/23/2026 |
15
|
$550 M
|
| Crewe Advisors LLC |
2026 Q2
|
7/23/2026 |
1,135
|
$1.4 B
|
| Tradewinds Capital Management, LLC |
2026 Q2
|
7/23/2026 |
715
|
$560 M
|
| VISTA CAPITAL PARTNERS, INC. |
2026 Q2
|
7/23/2026 |
170
|
$1.1 B
|
| ORBA Wealth Advisors, L.L.C. |
2026 Q2
|
7/23/2026 |
85
|
$120 M
|
| Bensler, LLC |
2026 Q2
|
7/23/2026 |
198
|
$1.1 B
|
| JOHNSON INVESTMENT COUNSEL INC |
2026 Q2
|
7/23/2026 |
840
|
$14 B
|
| Courage Miller Partners, LLC |
2026 Q2
|
7/23/2026 |
87
|
$380 M
|
| GKV Capital Management Co., Inc. |
2026 Q2
|
7/23/2026 |
83
|
$310 M
|
| Wealth Architects, LLC |
2026 Q2
|
7/23/2026 |
249
|
$1.3 B
|
| ANCHYRA PARTNERS LLC |
2026 Q2
|
7/23/2026 |
350
|
$420 M
|
| BAYSHORE ASSET MANAGEMENT, LLC |
2026 Q2
|
7/23/2026 |
52
|
$280 M
|
| Prism Planning Partners LLC |
2026 Q2
|
7/23/2026 |
48
|
$94 M
|
| J. M. Brown & Associates Inc. |
2026 Q2
|
7/23/2026 |
167
|
$170 M
|
| Fingerlakes Wealth Management, Inc. |
2026 Q2
|
7/23/2026 |
101
|
$190 M
|
| New Harbor Financial Group, LLC |
2026 Q2
|
7/23/2026 |
68
|
$630 M
|
| NDWM LLC |
2026 Q2
|
7/23/2026 |
39
|
$170 M
|
| Abundance Wealth Counselors |
2026 Q2
|
7/23/2026 |
317
|
$1.5 B
|
| Forum Financial Management, LP |
2026 Q2
|
7/23/2026 |
420
|
$7.8 B
|
| MILLER WEALTH ADVISORS, LLC |
2026 Q2
|
7/23/2026 |
122
|
$280 M
|
| William Marsh Rice University |
2026 Q2
|
7/23/2026 |
2
|
$220 M
|
| Dynamic Wealth Strategies, LLC |
2026 Q2
|
7/23/2026 |
291
|
$190 M
|
| Ted Buchan & Co |
2026 Q2
|
7/23/2026 |
95
|
$310 M
|
| Hibernia Wealth Partners, LLC |
2026 Q2
|
7/23/2026 |
82
|
$180 M
|
| Urban Wealth Management, LLC |
2026 Q2
|
7/23/2026 |
107
|
$110 M
|
| Kesler, Norman & Wride, LLC |
2026 Q2
|
7/23/2026 |
271
|
$630 M
|
| Atala Financial Inc |
2026 Q2
|
7/23/2026 |
121
|
$160 M
|
| IFS Group,LLC |
2026 Q2
|
7/23/2026 |
87
|
$73 M
|
| JNBA Financial Advisors |
2026 Q2
|
7/23/2026 |
830
|
$1.3 B
|
| Evergreen Private Wealth LLC |
2026 Q2
|
7/23/2026 |
89
|
$270 M
|
| Etesian Wealth Advisors, Inc. |
2026 Q2
|
7/23/2026 |
141
|
$340 M
|
| Bravera Wealth |
2026 Q2
|
7/23/2026 |
352
|
$260 M
|
| WMS Group LLC |
2026 Q2
|
7/23/2026 |
57
|
$78 M
|
| BankChampaign, National Association |
2026 Q2
|
7/23/2026 |
200
|
$130 M
|
| Innovative Wealth Building LLC |
2026 Q2
|
7/23/2026 |
84
|
$170 M
|
| Carmel Capital Management L.L.C. |
2026 Q2
|
7/23/2026 |
28
|
$460 M
|
| Cape Investment Advisory, Inc. |
2026 Q2
|
7/23/2026 |
2,064
|
$370 M
|
| BLVD Private Wealth, LLC |
2026 Q2
|
7/23/2026 |
71
|
$130 M
|
| PFG Investments, LLC |
2026 Q2
|
7/23/2026 |
1,295
|
$2.6 B
|
| Avory & Company, LLC |
2026 Q2
|
7/23/2026 |
32
|
$80 M
|
| Consolidated Portfolio Review Corp |
2026 Q2
|
7/23/2026 |
34
|
$1.2 B
|
| Teramo Advisors, LLC |
2026 Q2
|
7/23/2026 |
4
|
$530 M
|
| Randolph Co Inc |
2026 Q2
|
7/23/2026 |
47
|
$1.2 B
|
| First Nebraska Trust Co |
2013 Q3
|
7/23/2026 |
87
|
$290 M
|
| NorthLanding Financial Partners, LLC |
2026 Q2
|
7/23/2026 |
45
|
$140 M
|
| Ignite Planners, LLC |
2026 Q2
|
7/23/2026 |
426
|
$730 M
|
| NavPoint Financial, Inc. |
2026 Q2
|
7/23/2026 |
74
|
$270 M
|
| Tanager Wealth Management LLP |
2026 Q2
|
7/23/2026 |
158
|
$1.1 B
|
| Mason & Associates Inc |
2026 Q2
|
7/23/2026 |
161
|
$620 M
|
| Strid Group, LLC |
2026 Q2
|
7/23/2026 |
93
|
$900 M
|
| Northwest Wealth Advisors, LLC |
2026 Q2
|
7/23/2026 |
66
|
$170 M
|
| Greenline Wealth Management LLC |
2026 Q2
|
7/23/2026 |
131
|
$120 M
|
| Mine & Arao Wealth Creation & Management, LLC. |
2026 Q2
|
7/23/2026 |
78
|
$280 M
|
| Saratoga Research & Investment Management |
2026 Q2
|
7/23/2026 |
46
|
$1.8 B
|
| First Nebraska Trust Co |
2013 Q4
|
7/23/2026 |
91
|
$320 M
|
| HICKS CAPITAL MANAGEMENT LLC |
2026 Q2
|
7/23/2026 |
39
|
$120 M
|
| PICKERING ENERGY PARTNERS LP |
2026 Q1 - RESTATEMENT
|
7/23/2026 |
19
|
$49 M
|
| BWM Planning, LLC |
2026 Q2
|
7/23/2026 |
141
|
$430 M
|
| FINANCIAL CONSULATE, INC |
2026 Q2
|
7/23/2026 |
1,449
|
$900 M
|
| P/E Global LLC |
2026 Q2
|
7/23/2026 |
8
|
$1.6 B
|
| HOERTKORN RICHARD CHARLES |
2026 Q2
|
7/23/2026 |
72
|
$150 M
|
| Eaton-Cambridge Inc. |
2026 Q2
|
7/23/2026 |
70
|
$360 M
|
| Welch Group, LLC |
2026 Q2
|
7/23/2026 |
326
|
$2.9 B
|
| Great Point Wealth Advisors, LLC |
2026 Q2
|
7/23/2026 |
70
|
$620 M
|
| E&G Advisors, LLC |
2026 Q2
|
7/23/2026 |
243
|
$520 M
|
| Forbes Financial Planning, Inc. |
2026 Q2
|
7/23/2026 |
38
|
$190 M
|
| Kellett Wealth Advisors, LLC |
2026 Q2
|
7/23/2026 |
97
|
$210 M
|
| Guilbault Capital LLC |
2026 Q2
|
7/23/2026 |
73
|
$100 M
|
| Powerhouse Assets LLC |
2026 Q2
|
7/23/2026 |
57
|
$120 M
|
| Sentinel Advisory Group, LLC |
2026 Q2
|
7/23/2026 |
60
|
$240 M
|
| RBA Wealth Management, LLC |
2026 Q2
|
7/23/2026 |
80
|
$270 M
|
| NAPLES GLOBAL ADVISORS, LLC |
2026 Q2
|
7/23/2026 |
466
|
$1.6 B
|
| Vanguard Capital Wealth Advisors |
2026 Q2
|
7/23/2026 |
132
|
$150 M
|
| TI-TRUST, INC |
2026 Q2
|
7/23/2026 |
132
|
$190 M
|
| Total Clarity Wealth Management, Inc. |
2026 Q2
|
7/23/2026 |
368
|
$510 M
|
| Sivia Capital Partners, LLC |
2026 Q2
|
7/23/2026 |
540
|
$820 M
|
| Northern Capital Management, Inc. |
2026 Q2 - RESTATEMENT
|
7/23/2026 |
55
|
$230 M
|
| COOKSON PEIRCE & CO INC |
2026 Q2
|
7/23/2026 |
317
|
$3.0 B
|
| CASCADE INVESTMENT GROUP, INC. |
2026 Q2
|
7/23/2026 |
156
|
$180 M
|