| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC |
2026 Q2
|
8/6/2026 |
93
|
$120 M
|
| CORDA Investment Management, LLC. |
2026 Q2
|
8/6/2026 |
85
|
$1.6 B
|
| Sound Portfolio Advisors, LLC |
2026 Q2
|
8/6/2026 |
48
|
$140 M
|
| SILVERLAKE WEALTH MANAGEMENT LLC |
2026 Q2
|
8/6/2026 |
394
|
$530 M
|
| M3 Wealth Management, LLC |
2026 Q2
|
8/6/2026 |
35
|
$150 M
|
| Salus Financial Advisors, LLC |
2026 Q2
|
8/6/2026 |
39
|
$200 M
|
| Bank of New York Mellon Corp |
2026 Q2
|
8/6/2026 |
33,799
|
$610 B
|
| Concentrum Wealth Management |
2026 Q2
|
8/6/2026 |
127
|
$420 M
|
| SBI Holdings USA, Inc. |
2026 Q2
|
8/6/2026 |
1
|
$100 M
|
| Sandro Wealth Management LLC |
2026 Q2
|
8/6/2026 |
103
|
$140 M
|
| PARADIGM ASSET MANAGEMENT CO LLC |
2026 Q2
|
8/6/2026 |
419
|
$470 M
|
| Roberts Financial Services LLC |
2026 Q2
|
8/6/2026 |
33
|
$340 M
|
| Riverstone Advisors, LLC |
2026 Q2
|
8/6/2026 |
85
|
$240 M
|
| CLEAR WAVE WEALTH MANAGEMENT LLC |
2026 Q2
|
8/6/2026 |
191
|
$540 M
|
| Leeward Financial Partners, LLC |
2026 Q2
|
8/6/2026 |
108
|
$380 M
|
| FARLEY CAPITAL L.P. |
2026 Q2
|
8/6/2026 |
15
|
$130 M
|
| PTM WEALTH MANAGEMENT, LLC |
2026 Q2
|
8/6/2026 |
62
|
$220 M
|
| Prospect Financial Services LLC |
2026 Q2
|
8/6/2026 |
115
|
$200 M
|
| Prospect Hill Management, LLC |
2026 Q2
|
8/6/2026 |
14
|
$260 M
|
| Centric Wealth Management |
2026 Q2
|
8/6/2026 |
233
|
$640 M
|
| Private Advisory Group LLC |
2026 Q2
|
8/6/2026 |
432
|
$1.9 B
|
| Focus Partners Advisor Solutions, LLC |
2026 Q2
|
8/6/2026 |
1,243
|
$12 B
|
| Frontier Asset Management, LLC |
2026 Q2
|
8/6/2026 |
90
|
$560 M
|
| CINCINNATI FINANCIAL CORP |
2026 Q2
|
8/6/2026 |
56
|
$5.2 B
|
| State of Wyoming |
2026 Q2
|
8/6/2026 |
1,872
|
$990 M
|
| PW ADVISORS, LLC \ FL |
2026 Q2
|
8/6/2026 |
36
|
$150 M
|
| Plante Moran Financial Advisors, LLC |
2026 Q2
|
8/6/2026 |
1,589
|
$2.1 B
|
| United Financial Planning Group LLC |
2026 Q2
|
8/6/2026 |
465
|
$200 M
|
| LSV ASSET MANAGEMENT |
2026 Q2
|
8/6/2026 |
889
|
$55 B
|
| O'Brien Greene & Co. Inc |
2026 Q2
|
8/6/2026 |
199
|
$360 M
|
| ACORN CREEK CAPITAL LLC |
2026 Q2
|
8/6/2026 |
87
|
$300 M
|
| CSU Producer Resources, Inc. |
2026 Q2
|
8/6/2026 |
22
|
$30 M
|
| Pettee Investors, Inc. |
2026 Q2
|
8/6/2026 |
115
|
$200 M
|
| Cincinnati Specialty Underwriters Insurance CO |
2026 Q2
|
8/6/2026 |
45
|
$450 M
|
| Clearwater Capital Advisors, LLC |
2026 Q2
|
8/6/2026 |
189
|
$1.4 B
|
| denkapparat Operations GmbH |
2026 Q2
|
8/6/2026 |
383
|
$310 M
|
| BAILLIE GIFFORD & CO |
2026 Q2
|
8/6/2026 |
880
|
$110 B
|
| CINCINNATI INDEMNITY CO |
2026 Q2
|
8/6/2026 |
11
|
$41 M
|
| CINCINNATI INSURANCE CO |
2026 Q2
|
8/6/2026 |
64
|
$6.9 B
|
| Euro Pacific Asset Management, LLC |
2026 Q2
|
8/6/2026 |
96
|
$880 M
|
| CINCINNATI CASUALTY CO |
2026 Q2
|
8/6/2026 |
24
|
$190 M
|
| Joseph Group Capital Management |
2026 Q2
|
8/6/2026 |
387
|
$480 M
|
| TFR Capital, LLC. |
2026 Q2
|
8/6/2026 |
165
|
$360 M
|
| Pacific Sage Partners, LLC |
2026 Q2
|
8/6/2026 |
127
|
$700 M
|
| Avalon Trust Co |
2026 Q2
|
8/6/2026 |
462
|
$1.6 B
|
| OakTrust Wealth Advisors, LLC |
2026 Q2
|
8/6/2026 |
69
|
$120 M
|
| One Wealth Advisors, LLC |
2026 Q2
|
8/6/2026 |
326
|
$910 M
|
| Clearstead Trust, LLC |
2026 Q2
|
8/6/2026 |
970
|
$770 M
|
| Family Legacy, Inc. |
2026 Q2
|
8/6/2026 |
124
|
$370 M
|
| Maridea Wealth Management LLC |
2026 Q2
|
8/6/2026 |
547
|
$920 M
|
| JOHNSON & JOHNSON |
2026 Q2
|
8/6/2026 |
15
|
$800 M
|
| LIBRA WEALTH LLC |
2026 Q2
|
8/6/2026 |
70
|
$390 M
|
| Leading Edge Financial Planning LLC |
2026 Q2
|
8/6/2026 |
78
|
$560 M
|
| Investment Advisory Group, LLC |
2026 Q2
|
8/6/2026 |
220
|
$460 M
|
| Hamilton Wealth, LLC |
2026 Q2
|
8/6/2026 |
118
|
$550 M
|
| Greenhouse Wealth Management, LLC |
2026 Q2
|
8/6/2026 |
52
|
$140 M
|
| Ameraudi Asset Management, Inc. |
2026 Q2
|
8/6/2026 |
45
|
$220 M
|
| Genesee Capital Advisors, LLC |
2026 Q2
|
8/6/2026 |
172
|
$320 M
|
| FORTRESS FINANCIAL GROUP, LLC |
2026 Q2
|
8/6/2026 |
92
|
$180 M
|
| Lumbard & Kellner, LLC |
2026 Q2
|
8/6/2026 |
108
|
$330 M
|
| M&G PLC |
2026 Q2
|
8/6/2026 |
409
|
$20 B
|
| WealthPoint Financial, LLC |
2026 Q2
|
8/6/2026 |
126
|
$140 M
|
| Clearstead Advisors, LLC |
2026 Q2
|
8/6/2026 |
3,662
|
$11 B
|
| Axiom Financial Strategies, LLC |
2026 Q2
|
8/6/2026 |
34
|
$320 M
|
| FinDec Wealth Services, Inc. |
2026 Q2
|
8/6/2026 |
32
|
$85 M
|
| Breakwater Investment Management |
2026 Q2
|
8/6/2026 |
600
|
$290 M
|
| Archon Partners LLC |
2026 Q2
|
8/6/2026 |
37
|
$940 M
|
| Syverson Strege & Co |
2026 Q2
|
8/6/2026 |
186
|
$460 M
|
| Pinion Investment Advisors, LLC |
2026 Q2
|
8/6/2026 |
205
|
$530 M
|
| Dorsey Wright & Associates |
2026 Q2
|
8/6/2026 |
131
|
$590 M
|
| Lazard Freres Gestion S.A.S. |
2026 Q2
|
8/6/2026 |
115
|
$5.8 B
|
| Vines Capital Management, LLC |
2026 Q2
|
8/6/2026 |
105
|
$120 M
|
| West Wealth Group, LLC |
2026 Q2
|
8/6/2026 |
143
|
$610 M
|
| Joel Adams & Associates, Inc. |
2026 Q2
|
8/6/2026 |
68
|
$160 M
|
| ARBOR TRUST WEALTH ADVISORS, LLC |
2026 Q2
|
8/6/2026 |
96
|
$250 M
|
| Tyche Wealth Partners LLC |
2026 Q2
|
8/6/2026 |
339
|
$710 M
|
| TFB Advisors LLC |
2026 Q2
|
8/6/2026 |
190
|
$230 M
|
| Summa Corp. |
2026 Q2
|
8/6/2026 |
83
|
$320 M
|
| AUCTUS ADVISORS LLC |
2026 Q2
|
8/6/2026 |
34
|
$120 M
|
| Aquire Wealth Advisors, LLC |
2026 Q2
|
8/6/2026 |
54
|
$440 M
|
| Darden Wealth Group Inc |
2026 Q2
|
8/6/2026 |
155
|
$250 M
|
| Regents Gate Capital LLP |
2026 Q2
|
8/6/2026 |
37
|
$75 M
|
| Great Mountain Partners LLC |
2026 Q2
|
8/6/2026 |
1
|
$9.3 M
|
| BEACON FINANCIAL PLANNING, INC |
2026 Q2
|
8/6/2026 |
85
|
$290 M
|
| Birchcreek Wealth Management, LLC |
2026 Q2
|
8/6/2026 |
134
|
$260 M
|
| FIFTH LANE CAPITAL, LP |
2026 Q2
|
8/6/2026 |
5
|
$1.6 M
|
| DSG Capital Advisors, LLC |
2026 Q2
|
8/6/2026 |
118
|
$700 M
|
| Winch Advisory Services, LLC |
2026 Q2
|
8/6/2026 |
568
|
$480 M
|
| Cordgrass Capital Advisors, LLC |
2026 Q2
|
8/6/2026 |
225
|
$270 M
|
| Eagle Bluffs Wealth Management LLC |
2026 Q2
|
8/6/2026 |
86
|
$300 M
|
| HEMMING& WEALTH MANAGEMENT, INC. |
2026 Q2
|
8/6/2026 |
16
|
$160 M
|
| ROTHSCHILD INVESTMENT LLC |
2026 Q2
|
8/6/2026 |
3,636
|
$2.7 B
|
| Horizon Wealth Management, LLC |
2026 Q2
|
8/6/2026 |
148
|
$780 M
|
| HTG Investment Advisors, Inc. |
2026 Q2
|
8/6/2026 |
88
|
$390 M
|
| CORBYN INVESTMENT MANAGEMENT INC/MD |
2026 Q2
|
8/6/2026 |
66
|
$350 M
|
| Kropog Financial Group, LLC |
2026 Q2
|
8/6/2026 |
39
|
$140 M
|
| SAGE PRIVATE WEALTH GROUP, LLC |
2026 Q2
|
8/6/2026 |
100
|
$220 M
|
| KELLEHER FINANCIAL ADVISORS |
2026 Q2
|
8/6/2026 |
1,067
|
$700 M
|
| Renesas Electronics America Inc. |
2026 Q2
|
8/6/2026 |
1
|
$810 M
|
| EJMK Ventures LLC |
2026 Q2
|
8/6/2026 |
162
|
$220 M
|