| RPg Family Wealth Advisory, LLC |
2026 Q2 - NEW HOLDINGS
|
8/5/2026 |
146
|
$600 M
|
| Andina Capital Management, LLC |
2026 Q2
|
8/5/2026 |
70
|
$62 M
|
| Cane Capital Partners, LLC |
2026 Q2
|
8/5/2026 |
133
|
$250 M
|
| Linden Rose Investment LLC |
2026 Q2
|
8/5/2026 |
8
|
$130 M
|
| SPIREPOINT PRIVATE CLIENT, LLC |
2026 Q2
|
8/5/2026 |
332
|
$1.2 B
|
| Mechanics Financial Corp |
2026 Q2
|
8/5/2026 |
296
|
$280 M
|
| Mustard Seed Financial, LLC |
2026 Q2
|
8/5/2026 |
97
|
$190 M
|
| Gray Foundation |
2026 Q2
|
8/5/2026 |
9
|
$450 M
|
| Ellis Investment Partners, LLC |
2026 Q2
|
8/5/2026 |
285
|
$660 M
|
| Kinsale Capital Group, Inc. |
2026 Q2
|
8/5/2026 |
41
|
$750 M
|
| INTRUST BANK NA |
2026 Q2
|
8/5/2026 |
747
|
$1.4 B
|
| MOSAIC FAMILY WEALTH PARTNERS, LLC |
2026 Q2
|
8/5/2026 |
431
|
$1.5 B
|
| LANE BROTHERS & CO INC |
2026 Q2
|
8/5/2026 |
95
|
$150 M
|
| First Nebraska Trust Co |
2009 Q3
|
8/5/2026 |
71
|
$160 M
|
| OFC FINANCIAL PLANNING, LLC |
2026 Q2
|
8/5/2026 |
57
|
$110 M
|
| Capital Analysts, LLC |
2026 Q2
|
8/5/2026 |
2,319
|
$4.3 B
|
| OPAL CAPITAL LLC |
2026 Q2
|
8/5/2026 |
138
|
$560 M
|
| Indaba Capital Management, L.P. |
2026 Q2
|
8/5/2026 |
1
|
$0
|
| Delta Accumulation, LLC |
2026 Q2
|
8/5/2026 |
156
|
$2.5 B
|
| Stone House Investment Management, LLC |
2026 Q2
|
8/5/2026 |
1,339
|
$750 M
|
| Hackensack Meridian Health, Inc. |
2026 Q2
|
8/5/2026 |
7
|
$1.5 B
|
| SILVER OAK WEALTH ADVISORS SERVICES, LLC |
2026 Q2
|
8/5/2026 |
40
|
$170 M
|
| PRAIRIEVIEW WEALTH PARTNERS, LLC |
2026 Q2
|
8/5/2026 |
29
|
$130 M
|
| Tamar Securities, LLC |
2026 Q2
|
8/5/2026 |
98
|
$1.1 B
|
| Icon Wealth Advisors, LLC |
2026 Q2
|
8/5/2026 |
420
|
$1.7 B
|
| First Nebraska Trust Co |
2009 Q4
|
8/5/2026 |
72
|
$180 M
|
| Fusion Capital, LLC |
2026 Q2
|
8/5/2026 |
112
|
$430 M
|
| Virtue Capital Management, LLC |
2026 Q2
|
8/5/2026 |
343
|
$750 M
|
| PAX Financial Group, LLC |
2026 Q2
|
8/5/2026 |
207
|
$670 M
|
| Argent Advisors, Inc. |
2026 Q2
|
8/5/2026 |
186
|
$400 M
|
| BROOKTREE CAPITAL MANAGEMENT |
2026 Q2
|
8/5/2026 |
44
|
$150 M
|
| Hilltop Partners LLC |
2026 Q2
|
8/5/2026 |
150
|
$410 M
|
| VICUS CAPITAL |
2026 Q2
|
8/5/2026 |
268
|
$1.5 B
|
| RIDGECREST WEALTH PARTNERS, LLC |
2026 Q2
|
8/5/2026 |
111
|
$210 M
|
| Meridian Wealth Management, LLC |
2026 Q2
|
8/5/2026 |
837
|
$3.2 B
|
| Cornerstone Select Advisors, LLC |
2026 Q2
|
8/5/2026 |
149
|
$240 M
|
| Strata Wealth Advisors, LLC |
2026 Q2
|
8/5/2026 |
97
|
$410 M
|
| CoreFirst Bank & Trust |
2026 Q2
|
8/5/2026 |
358
|
$200 M
|
| Centerpoint Advisors, LLC |
2026 Q2
|
8/5/2026 |
425
|
$350 M
|
| Moran Wealth Management, LLC |
2026 Q2
|
8/5/2026 |
853
|
$3.7 B
|
| Fort Sheridan Advisors LLC |
2026 Q2
|
8/5/2026 |
299
|
$930 M
|
| Insight Advisors, LLC/ PA |
2026 Q2
|
8/5/2026 |
241
|
$570 M
|
| Magnolia Private Wealth, LLC |
2026 Q2
|
8/5/2026 |
153
|
$180 M
|
| Midwest Professional Planners, LTD. |
2026 Q2
|
8/5/2026 |
131
|
$510 M
|
| IFC Advisors LLC |
2026 Q2
|
8/5/2026 |
179
|
$790 M
|
| Go Invest LLC |
2025 Q4
|
8/5/2026 |
113
|
$300 M
|
| Maestria Partners LLC |
2026 Q2
|
8/5/2026 |
14
|
$290 M
|
| VANTAGEPOINT INVESTMENT ADVISERS LLC |
2026 Q2
|
8/5/2026 |
55
|
$13 B
|
| KMT WEALTH MANAGEMENT, LLC |
2026 Q2
|
8/5/2026 |
121
|
$120 M
|
| First Eagle Investment Management, LLC |
2026 Q2
|
8/5/2026 |
614
|
$60 B
|
| STEINBERG ASSET MANAGEMENT LLC |
2026 Q2
|
8/5/2026 |
44
|
$160 M
|
| Roberts Capital Advisors, LLC |
2026 Q2
|
8/5/2026 |
1
|
$0
|
| Marest Capital, LLC |
2026 Q2
|
8/5/2026 |
30
|
$200 M
|
| Go Invest LLC |
2026 Q1
|
8/5/2026 |
122
|
$350 M
|
| Financial Gravity Companies, Inc. |
2026 Q2
|
8/5/2026 |
1,040
|
$620 M
|
| Transcendent Capital Group LLC |
2026 Q2
|
8/5/2026 |
128
|
$260 M
|
| Leith Wheeler Investment Counsel Ltd. |
2026 Q2
|
8/5/2026 |
85
|
$1.3 B
|
| Tull Financial Group, Inc. |
2026 Q2
|
8/5/2026 |
35
|
$260 M
|
| CLARK ESTATES INC/NY |
2026 Q2
|
8/5/2026 |
90
|
$430 M
|
| Nicollet Investment Management, Inc. |
2026 Q2
|
8/5/2026 |
77
|
$320 M
|
| Go Invest LLC |
2026 Q2
|
8/5/2026 |
129
|
$430 M
|
| Spartan Wealth Advisory Services LLC |
2026 Q2
|
8/5/2026 |
321
|
$1.2 B
|
| NICHOLS & PRATT ADVISERS LLP /MA |
2026 Q2
|
8/5/2026 |
195
|
$1.6 B
|
| 5th Street Advisors, LLC |
2026 Q2
|
8/5/2026 |
77
|
$260 M
|
| Prime Capital Investment Advisors, LLC |
2026 Q2
|
8/5/2026 |
1,092
|
$10 B
|
| EMERALD MUTUAL FUND ADVISERS TRUST |
2026 Q2
|
8/5/2026 |
197
|
$2.8 B
|
| Ground Swell Capital, LLC |
2026 Q2
|
8/5/2026 |
146
|
$93 M
|
| Cogent Private Wealth, Inc. |
2026 Q2
|
8/5/2026 |
117
|
$160 M
|
| EMERALD ADVISERS, LLC |
2026 Q2
|
8/5/2026 |
237
|
$4.2 B
|
| Rovida Investment Management Ltd |
2026 Q2
|
8/5/2026 |
20
|
$1.5 B
|
| Vann Equity Management LLC |
2026 Q2
|
8/5/2026 |
168
|
$160 M
|
| LANDMARK WEALTH MANAGEMENT, INC. |
2026 Q2
|
8/5/2026 |
71
|
$300 M
|
| CHAPMAN FINANCIAL GROUP, LLC |
2026 Q2
|
8/5/2026 |
311
|
$150 M
|
| Kestra Investment Management, LLC |
2026 Q2
|
8/5/2026 |
519
|
$5.2 B
|
| Corebridge Financial, Inc. |
2026 Q2
|
8/5/2026 |
1
|
$4.2 M
|
| International City Management Association Retirement Corp |
2026 Q2
|
8/5/2026 |
6
|
$230 M
|
| Parallel Advisors, LLC |
2026 Q2
|
8/5/2026 |
3,930
|
$6.6 B
|
| Financiere des Professionnels - Fonds d'investissement inc. |
2026 Q2
|
8/5/2026 |
423
|
$1.8 B
|
| HighPoint Advisor Group LLC |
2026 Q2
|
8/5/2026 |
691
|
$2.8 B
|
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH |
2026 Q2
|
8/5/2026 |
324
|
$460 M
|
| Legacy Financial Group LLC |
2026 Q2
|
8/5/2026 |
133
|
$890 M
|
| Your Advocates Ltd., LLP |
2026 Q2
|
8/5/2026 |
210
|
$350 M
|
| Hurlow Wealth Management Group, Inc. |
2026 Q2
|
8/5/2026 |
125
|
$480 M
|
| NTV Asset Management LLC |
2026 Q2
|
8/5/2026 |
317
|
$1.0 B
|
| REGIMEN WEALTH, LLC |
2026 Q2
|
8/5/2026 |
76
|
$370 M
|
| ACCREDITED INVESTOR SERVICES, LLC |
2026 Q2
|
8/5/2026 |
81
|
$180 M
|
| Pinnacle Wealth Management Advisory Group, LLC |
2026 Q2
|
8/5/2026 |
572
|
$1.7 B
|
| McKinney Capital Management, LLC |
2026 Q2
|
8/5/2026 |
87
|
$250 M
|
| Harpswell Capital Advisors, LLC |
2026 Q2
|
8/5/2026 |
46
|
$160 M
|
| ALLEN HOLDING INC /NY |
2026 Q2
|
8/5/2026 |
10
|
$1.0 B
|
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC |
2026 Q2
|
8/5/2026 |
1
|
$310 k
|
| ALLEN OPERATIONS LLC |
2026 Q2
|
8/5/2026 |
34
|
$720 M
|
| Momentum Wealth Planning, LLC |
2026 Q2
|
8/5/2026 |
39
|
$140 M
|
| Allen Investment Management, LLC |
2026 Q2
|
8/5/2026 |
227
|
$8.4 B
|
| F/m Investments LLC |
2026 Q2
|
8/5/2026 |
354
|
$2.0 B
|
| Goldenstone Wealth Management LLC |
2026 Q2
|
8/5/2026 |
76
|
$150 M
|
| Beacon Financial Advisory LLC |
2026 Q2
|
8/5/2026 |
417
|
$510 M
|
| Glassman Wealth Services |
2026 Q2
|
8/5/2026 |
236
|
$830 M
|
| Explore Capital Management, LLC |
2026 Q2
|
8/5/2026 |
11
|
$110 M
|
| WRIGHT INVESTORS SERVICE INC |
2026 Q2
|
8/5/2026 |
238
|
$370 M
|