| Shearwater Capital LLC |
2026 Q2
|
7/8/2026 |
65
|
$210 M
|
| WELLS FARGO & COMPANY/MN |
2026 Q1 - RESTATEMENT
|
7/8/2026 |
17,971
|
$530 B
|
| PKO BP BANKOWY Universal Pension Society JSC |
2026 Q2
|
7/8/2026 |
13
|
$350 M
|
| Neumann Advisory Hong Kong Ltd |
2026 Q2
|
7/8/2026 |
6
|
$360 M
|
| ELEVATION WEALTH PARTNERS, LLC |
2026 Q2
|
7/7/2026 |
1,305
|
$330 M
|
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC |
2026 Q2
|
7/7/2026 |
38
|
$170 M
|
| DWR WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/7/2026 |
56
|
$130 M
|
| Praetorian Wealth Management, Inc. |
2026 Q2
|
7/7/2026 |
84
|
$580 M
|
| Factor Wealth Management LTD |
2026 Q2
|
7/7/2026 |
170
|
$660 M
|
| CULTIVAR CAPITAL, INC. |
2026 Q2
|
7/7/2026 |
40
|
$160 M
|
| Cohen Capital Management, Inc. |
2026 Q2
|
7/7/2026 |
152
|
$740 M
|
| Ryan Investment Management, Inc. |
2026 Q2
|
7/7/2026 |
30
|
$220 M
|
| Matthew Goff Investment Advisor, LLC |
2026 Q2
|
7/7/2026 |
91
|
$590 M
|
| Elmwood Wealth Management, Inc. |
2026 Q2
|
7/7/2026 |
200
|
$400 M
|
| Attessa Capital LLC |
2026 Q2
|
7/7/2026 |
51
|
$220 M
|
| ACT WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/7/2026 |
64
|
$340 M
|
| NerdWallet Wealth Partners, LLC |
2026 Q2
|
7/7/2026 |
69
|
$290 M
|
| RVW Wealth, LLC |
2026 Q2
|
7/7/2026 |
183
|
$1.5 B
|
| Twin Cities Retirement Group LLC |
2026 Q2
|
7/7/2026 |
22
|
$120 M
|
| Castle Rock Wealth Management, LLC |
2026 Q2
|
7/7/2026 |
268
|
$510 M
|
| Trilogy Capital Inc. |
2026 Q2
|
7/6/2026 |
424
|
$2.6 B
|
| Boltwood Capital Management |
2026 Q2
|
7/6/2026 |
192
|
$440 M
|
| Madison Park Capital Advisors, LLC |
2026 Q2
|
7/7/2026 |
65
|
$140 M
|
| Mirador Capital Partners LP |
2026 Q2
|
7/7/2026 |
218
|
$820 M
|
| Quad-Cities Investment Group, LLC |
2026 Q2
|
7/7/2026 |
209
|
$280 M
|
| Trinity Wealth Management, LLC |
2026 Q2
|
7/7/2026 |
75
|
$320 M
|
| M.E. ALLISON & CO., INC. |
2026 Q2
|
7/7/2026 |
195
|
$170 M
|
| INTEGRAL INVESTMENT ADVISORS, INC. |
2026 Q2
|
7/7/2026 |
181
|
$450 M
|
| DMKC Advisory Services, LLC |
2026 Q2
|
7/7/2026 |
92
|
$530 M
|
| Balefire, LLC |
2026 Q2
|
7/7/2026 |
475
|
$610 M
|
| Dynamic Advisor Solutions LLC |
2026 Q2
|
7/7/2026 |
1,045
|
$3.5 B
|
| FOCUS Wealth Advisors, LLC |
2026 Q2
|
7/7/2026 |
61
|
$220 M
|
| WILLNER & HELLER, LLC |
2026 Q2
|
7/7/2026 |
165
|
$160 M
|
| McNaughton Wealth Management, LLC |
2026 Q2
|
7/7/2026 |
75
|
$280 M
|
| Graves Light Lenhart Wealth, Inc. |
2026 Q2
|
7/7/2026 |
203
|
$1.1 B
|
| TLWM |
2026 Q2
|
7/7/2026 |
77
|
$610 M
|
| INSPIRION WEALTH ADVISORS, LLC |
2026 Q2
|
7/7/2026 |
189
|
$870 M
|
| Systrade AG |
2026 Q2
|
7/7/2026 |
14
|
$160 M
|
| Pioneer Wealth Management Group |
2026 Q2
|
7/7/2026 |
55
|
$410 M
|
| Fermata Advisors, LLC |
2026 Q2
|
7/7/2026 |
275
|
$490 M
|
| 180 WEALTH ADVISORS, LLC |
2026 Q2
|
7/7/2026 |
493
|
$1.0 B
|
| First Citizens Financial Corp |
2026 Q2
|
7/7/2026 |
140
|
$240 M
|
| Bill Few Associates, Inc. |
2026 Q2
|
7/7/2026 |
227
|
$470 M
|
| Post Resch Tallon Group Inc. |
2026 Q2
|
7/7/2026 |
138
|
$140 M
|
| SFM, LLC |
2026 Q2
|
7/7/2026 |
69
|
$200 M
|
| Foster Group, Inc. |
2026 Q2
|
7/7/2026 |
318
|
$3.8 B
|
| Hamlin Capital Management, LLC |
2026 Q2
|
7/7/2026 |
30
|
$4.4 B
|
| JGP Wealth Management, LLC |
2026 Q2
|
7/7/2026 |
231
|
$1.1 B
|
| Paller Financial Services Inc |
2026 Q2
|
7/7/2026 |
44
|
$130 M
|
| David J Yvars Group |
2026 Q2
|
7/7/2026 |
106
|
$210 M
|
| Mechanics Bank Trust Department |
2026 Q2
|
7/7/2026 |
380
|
$810 M
|
| Trust Asset Management LLC |
2026 Q2
|
7/7/2026 |
217
|
$730 M
|
| SHAYNE & JACOBS, LLC |
2026 Q2
|
7/7/2026 |
129
|
$340 M
|
| Hardin Capital Partners, LLC |
2026 Q2
|
7/7/2026 |
141
|
$220 M
|
| Thrive Wealth Management, LLC |
2026 Q2
|
7/7/2026 |
260
|
$790 M
|
| SANDERS MORRIS HARRIS LLC |
2026 Q2
|
7/7/2026 |
75
|
$170 M
|
| Lincoln Capital LLC |
2026 Q2
|
7/7/2026 |
137
|
$560 M
|
| Archer Investment Management, LLC |
2026 Q2
|
7/7/2026 |
110
|
$290 M
|
| INTEGRATED CAPITAL MANAGEMENT, INC. |
2026 Q2
|
7/7/2026 |
57
|
$140 M
|
| CHAPIN DAVIS, INC. |
2026 Q2
|
7/7/2026 |
256
|
$570 M
|
| Gainplan LLC |
2026 Q2
|
7/7/2026 |
61
|
$250 M
|
| Stonehearth Capital Management, LLC |
2026 Q2
|
7/7/2026 |
94
|
$290 M
|
| Sarasin & Partners LLP |
2026 Q2
|
7/7/2026 |
94
|
$8.5 B
|
| Crocodile Capital Partners GmbH |
2026 Q2
|
7/7/2026 |
12
|
$150 M
|
| Evanson Financial, LLC |
2026 Q2
|
7/7/2026 |
325
|
$2.0 B
|
| Emprise Bank |
2026 Q2
|
7/7/2026 |
109
|
$270 M
|
| Hummer Financial Advisory Services Inc |
2026 Q2
|
7/7/2026 |
129
|
$150 M
|
| ECLECTIC ASSOCIATES INC /ADV |
2026 Q2
|
7/7/2026 |
162
|
$880 M
|
| Midwest Financial Network, LLC |
2026 Q2
|
7/7/2026 |
105
|
$150 M
|
| IMZ Advisory Inc |
2026 Q2
|
7/7/2026 |
38
|
$320 M
|
| Israel Discount Bank of New York |
2026 Q2
|
7/7/2026 |
67
|
$54 M
|
| Financial Enhancement Group LLC |
2026 Q2
|
7/7/2026 |
138
|
$840 M
|
| MOODY NATIONAL BANK TRUST DIVISION |
2026 Q2
|
7/7/2026 |
780
|
$1.2 B
|
| CARDEROCK CAPITAL MANAGEMENT INC |
2026 Q2
|
7/7/2026 |
67
|
$460 M
|
| Flower City Capital |
2026 Q2
|
7/7/2026 |
49
|
$230 M
|
| WALLER FINANCIAL PLANNING GROUP, INC |
2026 Q2
|
7/7/2026 |
78
|
$490 M
|
| CANANDAIGUA NATIONAL BANK & TRUST CO |
2026 Q2
|
7/7/2026 |
305
|
$1.2 B
|
| Grove Bank & Trust |
2026 Q2
|
7/7/2026 |
1,039
|
$1.0 B
|
| Bison Wealth, LLC |
2026 Q2
|
7/7/2026 |
490
|
$1.1 B
|
| Sandy Cove Advisors, LLC |
2026 Q2
|
7/7/2026 |
162
|
$400 M
|
| BRIGHTON SECURITIES CORP. |
2026 Q2
|
7/7/2026 |
50
|
$230 M
|
| EPIQ PARTNERS, LLC |
2026 Q2
|
7/7/2026 |
99
|
$240 M
|
| Arlington Trust Co LLC |
2026 Q2
|
7/7/2026 |
846
|
$1.2 B
|
| Arlington Partners LLC |
2026 Q2
|
7/7/2026 |
64
|
$55 M
|
| Greenfield Savings Bank |
2026 Q2
|
7/7/2026 |
148
|
$260 M
|
| HARBOR INVESTMENT ADVISORY, LLC |
2026 Q2
|
7/7/2026 |
1,315
|
$1.4 B
|
| Olstein Capital Management, L.P. |
2026 Q2
|
7/7/2026 |
1
|
$0
|
| Prota Financial, LLC |
2026 Q2
|
7/7/2026 |
70
|
$150 M
|
| Addis & Hill, Inc |
2026 Q2
|
7/7/2026 |
29
|
$180 M
|
| Calder Financial LLC |
2026 Q2
|
7/7/2026 |
43
|
$110 M
|
| First Nebraska Trust Co |
2019 Q3
|
7/7/2026 |
145
|
$600 M
|
| Wisconsin Wealth Advisors, LLC |
2026 Q2
|
7/7/2026 |
90
|
$120 M
|
| First Nebraska Trust Co |
2019 Q4
|
7/7/2026 |
148
|
$620 M
|
| Central Pacific Bank - Trust Division |
2026 Q2
|
7/7/2026 |
1,037
|
$980 M
|
| GAMMA Investing LLC |
2026 Q2
|
7/7/2026 |
4,173
|
$2.7 B
|
| Grant Private Wealth Management Inc |
2026 Q2
|
7/7/2026 |
164
|
$240 M
|
| Avior Wealth Management, LLC |
2026 Q2
|
7/7/2026 |
787
|
$3.8 B
|
| Value Investment Professionals, LLC |
2026 Q2
|
7/7/2026 |
97
|
$120 M
|
| Crescent Sterling, Ltd. |
2026 Q2
|
7/7/2026 |
85
|
$110 M
|
| Mader & Shannon Wealth Management, Inc. |
2026 Q2
|
7/7/2026 |
21
|
$210 M
|