| Everhart Financial Group, Inc. |
2026 Q2
|
7/8/2026 |
481
|
$1.6 B
|
| Roan Capital Partners |
2026 Q2
|
7/8/2026 |
78
|
$120 M
|
| Tactive Advisors, LLC |
2026 Q2
|
7/8/2026 |
282
|
$410 M
|
| Client First Investment Management LLC |
2026 Q2
|
7/8/2026 |
28
|
$240 M
|
| REINHART PARTNERS, LLC. |
2026 Q2
|
7/8/2026 |
72
|
$4.4 B
|
| AAFMAA Wealth Management & Trust LLC |
2026 Q2
|
7/8/2026 |
131
|
$290 M
|
| UNICOM Systems, Inc. |
2026 Q2
|
7/8/2026 |
39
|
$1.5 B
|
| Strategic Investment Solutions, Inc. /IL |
2026 Q2
|
7/8/2026 |
8,449
|
$440 M
|
| First Heartland Consultants, Inc. |
2026 Q2
|
7/8/2026 |
589
|
$1.5 B
|
| Beacon Financial Strategies CORP |
2026 Q2
|
7/8/2026 |
210
|
$200 M
|
| Quantum Financial Advisors, LLC |
2026 Q2
|
7/8/2026 |
251
|
$1.0 B
|
| Eldred Rock Partners, LLC |
2026 Q2
|
7/8/2026 |
29
|
$470 M
|
| Shulman DeMeo Asset Management LLC |
2026 Q2
|
7/8/2026 |
146
|
$540 M
|
| Sprinkle Financial Consultants LLC |
2026 Q2
|
7/8/2026 |
104
|
$250 M
|
| Williams & Novak, LLC |
2026 Q2
|
7/8/2026 |
146
|
$150 M
|
| Chesley Taft & Associates LLC |
2026 Q2
|
7/8/2026 |
637
|
$2.6 B
|
| TRUST POINT INC. |
2026 Q2
|
7/8/2026 |
739
|
$1.2 B
|
| Colorado Capital Management, Inc. |
2026 Q2
|
7/8/2026 |
101
|
$290 M
|
| 3 FACTOR INDEXING, LLC |
2026 Q2
|
7/8/2026 |
438
|
$120 M
|
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. |
2026 Q2
|
7/8/2026 |
80
|
$210 M
|
| Beacon Bank & Trust |
2026 Q2
|
7/8/2026 |
251
|
$520 M
|
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. |
2026 Q2
|
7/8/2026 |
18,827
|
$270 M
|
| Baring Financial LLC |
2026 Q2
|
7/8/2026 |
89
|
$180 M
|
| Invariant Investment Management |
2026 Q2
|
7/8/2026 |
68
|
$170 M
|
| BEACON INVESTMENT ADVISORY SERVICES, INC. |
2026 Q2
|
7/8/2026 |
812
|
$2.7 B
|
| Thayer Financial, L.L.C. |
2026 Q2
|
7/8/2026 |
33
|
$110 M
|
| Finley Financial, LLC |
2026 Q2
|
7/8/2026 |
110
|
$250 M
|
| Meriwether Wealth & Planning, LLC |
2026 Q2
|
7/8/2026 |
122
|
$200 M
|
| BRAVE ASSET MANAGEMENT INC |
2026 Q2
|
7/8/2026 |
146
|
$470 M
|
| Longboard Asset Management, LP |
2026 Q2
|
7/8/2026 |
28
|
$6.0 M
|
| THREADGILL FINANCIAL, LLC |
2026 Q2
|
7/8/2026 |
36
|
$240 M
|
| Renaissance Investment Group LLC |
2026 Q2
|
7/8/2026 |
84
|
$510 M
|
| LifeGoal Investments, LLC |
2026 Q2
|
7/8/2026 |
155
|
$220 M
|
| Wynn Capital, LLC |
2026 Q2
|
7/8/2026 |
116
|
$220 M
|
| Scott & Selber, Inc. |
2026 Q2
|
7/8/2026 |
91
|
$470 M
|
| FNY Investment Advisers, LLC |
2026 Q2
|
7/8/2026 |
989
|
$280 M
|
| Palouse Capital Management, Inc. |
2026 Q2
|
7/8/2026 |
124
|
$160 M
|
| Cooper Financial Group |
2026 Q2
|
7/8/2026 |
451
|
$1.2 B
|
| KWMG, LLC |
2026 Q2
|
7/8/2026 |
153
|
$1.4 B
|
| White Wing Wealth Management |
2026 Q2
|
7/8/2026 |
40
|
$190 M
|
| Whitcomb & Hess, Inc. |
2026 Q2
|
7/8/2026 |
66
|
$460 M
|
| Victrix Investment Advisors |
2026 Q2
|
7/8/2026 |
75
|
$240 M
|
| MFG WEALTH MANAGEMENT, INC. |
2026 Q2
|
7/8/2026 |
63
|
$140 M
|
| Teamwork Financial Advisors, LLC |
2026 Q2
|
7/8/2026 |
215
|
$1.1 B
|
| Sonoma Allocations LLC |
2026 Q2
|
7/8/2026 |
118
|
$320 M
|
| ABNER HERRMAN & BROCK LLC |
2026 Q2
|
7/8/2026 |
111
|
$1.1 B
|
| Ebert Capital Management Inc. |
2026 Q2
|
7/8/2026 |
28
|
$110 M
|
| Nipun Capital, L.P. |
2026 Q2
|
7/8/2026 |
8
|
$210 M
|
| Aurora Investment Managers, LLC. |
2026 Q2
|
7/8/2026 |
52
|
$160 M
|
| TrueWealth Advisors, LLC |
2026 Q2
|
7/8/2026 |
235
|
$440 M
|
| PROFESSIONAL ADVISORY SERVICES INC |
2026 Q2
|
7/8/2026 |
93
|
$840 M
|
| Green Ridge Wealth Planning LLC |
2026 Q2
|
7/8/2026 |
94
|
$240 M
|
| PUFF WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/8/2026 |
77
|
$98 M
|
| COMMUNITY TRUST & INVESTMENT CO |
2026 Q2
|
7/8/2026 |
262
|
$1.9 B
|
| WILSEY ASSET MANAGEMENT INC |
2026 Q2
|
7/8/2026 |
28
|
$680 M
|
| Turner Capital Investments, LLC |
2026 Q2
|
7/8/2026 |
1
|
$0
|
| OFS Enterprise LLC |
2026 Q2
|
7/8/2026 |
106
|
$390 M
|
| Platt Investment Counsel, LLC |
2026 Q2
|
7/8/2026 |
14
|
$150 M
|
| ROCKLAND TRUST CO |
2026 Q2
|
7/8/2026 |
504
|
$2.5 B
|
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC |
2026 Q2
|
7/8/2026 |
73
|
$500 M
|
| Norman Fields, Gottscho Capital Management, LLC |
2026 Q2
|
7/8/2026 |
64
|
$330 M
|
| First Nebraska Trust Co |
2019 Q1
|
7/8/2026 |
143
|
$560 M
|
| Gradient Investments LLC |
2026 Q2
|
7/8/2026 |
448
|
$7.2 B
|
| ATWOOD & PALMER INC |
2026 Q2
|
7/8/2026 |
495
|
$1.9 B
|
| Norway Savings Bank |
2026 Q2
|
7/8/2026 |
177
|
$240 M
|
| First Nebraska Trust Co |
2019 Q2
|
7/8/2026 |
147
|
$570 M
|
| MRA Advisory Group |
2026 Q2
|
7/8/2026 |
159
|
$280 M
|
| Beaird Harris Wealth Management, LLC |
2026 Q2
|
7/8/2026 |
709
|
$1.6 B
|
| TL Private Wealth |
2026 Q2
|
7/8/2026 |
54
|
$270 M
|
| Flaharty Asset Management, LLC |
2026 Q2
|
7/8/2026 |
52
|
$70 M
|
| Worth Asset Management, LLC |
2026 Q2
|
7/8/2026 |
603
|
$310 M
|
| Agate Pass Investment Management, LLC |
2026 Q2
|
7/8/2026 |
109
|
$270 M
|
| Valeo Financial Advisors, LLC |
2026 Q2
|
7/8/2026 |
848
|
$4.7 B
|
| Polianta Ltd |
2026 Q2
|
7/8/2026 |
86
|
$810 k
|
| Crumly & Associates Inc. |
2026 Q2
|
7/8/2026 |
196
|
$520 M
|
| Seilern Investment Management Ltd |
2026 Q2
|
7/8/2026 |
24
|
$790 M
|
| Private Wealth Group, LLC |
2026 Q2
|
7/8/2026 |
76
|
$260 M
|
| Lexington Hill Partners, LLC |
2026 Q2
|
7/8/2026 |
77
|
$210 M
|
| OxenFree Capital LLC |
2026 Q2
|
7/8/2026 |
56
|
$220 M
|
| Legacy Wealth Management, LLC / MS |
2026 Q2
|
7/8/2026 |
114
|
$390 M
|
| Pine Haven Investment Counsel, Inc |
2026 Q2
|
7/8/2026 |
116
|
$150 M
|
| Sunburst Financial Group, LLC |
2026 Q2
|
7/8/2026 |
134
|
$620 M
|
| Ledgewood Wealth Advisors, LLC |
2026 Q2
|
7/8/2026 |
77
|
$190 M
|
| Strategic Point Investment Advisors, LLC |
2026 Q2
|
7/8/2026 |
36
|
$770 M
|
| Breakwater Capital Group |
2026 Q2
|
7/8/2026 |
377
|
$830 M
|
| Affinity Capital Advisors, LLC |
2026 Q2
|
7/8/2026 |
203
|
$810 M
|
| First National Bank of Mount Dora, Trust Investment Services |
2026 Q2
|
7/8/2026 |
211
|
$500 M
|
| West Financial Advisors, LLC |
2026 Q2
|
7/8/2026 |
224
|
$660 M
|
| Hennion & Walsh Asset Management, Inc. |
2026 Q2
|
7/8/2026 |
960
|
$3.5 B
|
| Windsor Capital Management, LLC |
2026 Q2
|
7/8/2026 |
127
|
$380 M
|
| Assenagon Asset Management S.A. |
2026 Q2
|
7/8/2026 |
1,158
|
$80 B
|
| Danmarks Nationalbank |
2026 Q2
|
7/8/2026 |
1
|
$1.5 B
|
| Apella Capital, LLC |
2026 Q2
|
7/8/2026 |
753
|
$7.1 B
|
| Mirabaud & Cie SA |
2026 Q2
|
7/8/2026 |
53
|
$250 M
|
| Mallini Complete Financial Planning LLC |
2026 Q2
|
7/8/2026 |
70
|
$140 M
|
| PensionDanmark Pensionsforsikringsaktieselskab |
2025 Q4
|
7/8/2026 |
619
|
$11 B
|
| PensionDanmark Pensionsforsikringsaktieselskab |
2026 Q1
|
7/8/2026 |
618
|
$10 B
|
| Czech National Bank |
2026 Q2
|
7/8/2026 |
503
|
$18 B
|
| PensionDanmark Pensionsforsikringsaktieselskab |
2026 Q2
|
7/8/2026 |
590
|
$12 B
|
| Luma Capital S.A. - SPF |
2026 Q2
|
7/8/2026 |
12
|
$110 M
|