| America First Investment Advisors, LLC |
2026 Q2
|
8/5/2026 |
45
|
$540 M
|
| Serenus Wealth Advisors, LLC |
2026 Q2
|
8/5/2026 |
75
|
$570 M
|
| MIRAE ASSET SECURITIES (USA) INC. |
2026 Q2
|
8/5/2026 |
127
|
$3.6 B
|
| Keystone Wealth Services, LLC |
2026 Q2
|
8/5/2026 |
327
|
$540 M
|
| CFC Planning Co LLC |
2026 Q2
|
8/5/2026 |
71
|
$170 M
|
| Washington Trust Bank |
2026 Q2
|
8/5/2026 |
346
|
$1.4 B
|
| CHECK CAPITAL MANAGEMENT INC/CA |
2026 Q2 - NEW HOLDINGS
|
8/5/2026 |
67
|
$3.8 B
|
| Settian Capital LP |
2026 Q2
|
8/5/2026 |
23
|
$160 M
|
| AMERICAN ASSETS INC |
2026 Q2
|
8/5/2026 |
12
|
$330 M
|
| Kimelman & Baird, LLC |
2026 Q2
|
8/5/2026 |
261
|
$1.3 B
|
| BRAUN STACEY ASSOCIATES INC |
2026 Q2
|
8/5/2026 |
117
|
$3.5 B
|
| American Assets Investment Management, LLC |
2026 Q2
|
8/5/2026 |
146
|
$1.7 B
|
| Lutz Financial Services LLC |
2026 Q2
|
8/5/2026 |
112
|
$1.6 B
|
| Sage Mountain Advisors LLC |
2026 Q2
|
8/5/2026 |
304
|
$1.6 B
|
| WRAPMANAGER INC |
2026 Q2
|
8/5/2026 |
150
|
$320 M
|
| MASECO LLP |
2026 Q2
|
8/5/2026 |
291
|
$3.6 B
|
| PATTEN & PATTEN INC/TN |
2026 Q2
|
8/5/2026 |
350
|
$1.9 B
|
| ADKINS SEALE CAPITAL MANAGEMENT LLC |
2026 Q2
|
8/5/2026 |
236
|
$110 M
|
| ADKINS SEALE CAPITAL MANAGEMENT LLC |
2026 Q1
|
8/5/2026 |
227
|
$100 M
|
| ADKINS SEALE CAPITAL MANAGEMENT LLC |
2025 Q4
|
8/5/2026 |
226
|
$100 M
|
| Maytree Asset Management Ltd |
2026 Q2
|
8/5/2026 |
44
|
$150 M
|
| DDD Partners, LLC |
2026 Q2
|
8/5/2026 |
166
|
$1.6 B
|
| Scissortail Wealth Management, LLC |
2026 Q2
|
8/5/2026 |
106
|
$520 M
|
| Clean Yield Group |
2026 Q2
|
8/5/2026 |
395
|
$400 M
|
| Rodgers Brothers Inc. |
2026 Q2
|
8/5/2026 |
247
|
$1.0 B
|
| WHITE PINE CAPITAL LLC |
2026 Q1 - NEW HOLDINGS
|
8/5/2026 |
230
|
$370 M
|
| SHUTTLEWORTH & Co |
2026 Q2
|
8/5/2026 |
51
|
$130 M
|
| Sherman Asset Management, Inc. |
2026 Q2
|
8/5/2026 |
136
|
$130 M
|
| King Wealth Management Group |
2026 Q2
|
8/5/2026 |
176
|
$910 M
|
| Fortune 45 LLC |
2026 Q2
|
8/5/2026 |
36
|
$230 M
|
| Americana Partners, LLC |
2026 Q2
|
8/5/2026 |
596
|
$4.4 B
|
| NI ACQUISITIONS COMPANY, LLC |
2026 Q2
|
8/5/2026 |
112
|
$230 M
|
| GENTRY PRIVATE WEALTH, LLC |
2026 Q2
|
8/5/2026 |
115
|
$190 M
|
| Capco Asset Management, LLC |
2026 Q2
|
8/5/2026 |
26
|
$370 M
|
| WBH ADVISORY INC |
2026 Q2
|
8/5/2026 |
365
|
$1.5 B
|
| Prudent Man Advisors, LLC |
2026 Q2
|
8/5/2026 |
142
|
$440 M
|
| Catalys Pacific, LLC |
2026 Q2
|
8/5/2026 |
2
|
$230 M
|
| Legacy Financial Advisors, Inc. |
2026 Q2
|
8/5/2026 |
435
|
$820 M
|
| Orland Properties Ltd |
2026 Q2
|
8/5/2026 |
10
|
$200 M
|
| Schneider Downs Wealth Management Advisors, LP |
2026 Q2
|
8/5/2026 |
177
|
$1.1 B
|
| WHITE PINE CAPITAL LLC |
2026 Q2
|
8/5/2026 |
240
|
$420 M
|
| PROMETHIUM ADVISORS,LLC |
2026 Q2
|
8/5/2026 |
122
|
$210 M
|
| Galileo (PTC) Ltd |
2026 Q2
|
8/5/2026 |
3
|
$1.1 B
|
| WULFF, HANSEN & CO. |
2026 Q2
|
8/5/2026 |
109
|
$130 M
|
| LGT CAPITAL PARTNERS LTD. |
2026 Q2
|
8/5/2026 |
108
|
$2.0 B
|
| Provident Living Financial Services, Inc. |
2026 Q2
|
8/5/2026 |
52
|
$100 M
|
| United Capital Management of KS, Inc. |
2026 Q2
|
8/5/2026 |
98
|
$760 M
|
| Van Berkom & Associates Inc. |
2026 Q2
|
8/5/2026 |
67
|
$3.1 B
|
| Eukles Asset Management |
2026 Q2
|
8/5/2026 |
228
|
$240 M
|
| DILLON & ASSOCIATES INC |
2026 Q2
|
8/5/2026 |
80
|
$820 M
|
| PDS Planning, Inc |
2026 Q2
|
8/5/2026 |
609
|
$1.7 B
|
| Bayforest Capital Ltd |
2026 Q2
|
8/5/2026 |
917
|
$110 M
|
| Lionsbridge Wealth Management LLC |
2026 Q2
|
8/5/2026 |
68
|
$100 M
|
| Marin Bay Wealth Advisors, LLC |
2026 Q2
|
8/5/2026 |
134
|
$380 M
|
| Weinberger Asset Management, Inc |
2026 Q2
|
8/5/2026 |
101
|
$310 M
|
| Janney Montgomery Scott LLC |
2026 Q2
|
8/5/2026 |
3,105
|
$52 B
|
| Cynosure Group, LLC |
2026 Q2
|
8/5/2026 |
374
|
$670 M
|
| National Mutual Insurance Federation of Agricultural Cooperatives |
2026 Q2
|
8/5/2026 |
39
|
$15 B
|
| LiftPoint Family Wealth Advisors LLC |
2026 Q2
|
8/5/2026 |
69
|
$150 M
|
| MCCARTER PRIVATE WEALTH SERVICES LLC |
2026 Q2
|
8/5/2026 |
227
|
$290 M
|
| Beacon Bridge Wealth Partners, LLC |
2026 Q2
|
8/5/2026 |
105
|
$350 M
|
| Gridiron Partners, LLC |
2026 Q2
|
8/5/2026 |
51
|
$190 M
|
| FIFTH THIRD BANCORP |
2026 Q2
|
8/5/2026 |
4,336
|
$62 B
|
| South Street Advisors LLC |
2026 Q2
|
8/5/2026 |
84
|
$770 M
|
| NICHOLAS COMPANY, INC. |
2026 Q2
|
8/5/2026 |
195
|
$5.5 B
|
| Deuterium Capital Management, LLC |
2026 Q2
|
8/5/2026 |
24
|
$92 M
|
| DELTA FINANCIAL ADVISORS LLC |
2026 Q2
|
8/5/2026 |
152
|
$420 M
|
| KBC Group NV |
2026 Q2
|
8/5/2026 |
2,533
|
$46 B
|
| Souders Financial Advisors |
2026 Q2
|
8/5/2026 |
224
|
$990 M
|
| GWN SECURITIES INC. |
2026 Q2
|
8/5/2026 |
486
|
$600 M
|
| MONTAG A & ASSOCIATES INC |
2026 Q2
|
8/5/2026 |
956
|
$2.4 B
|
| Aspiring Ventures, LLC |
2026 Q2
|
8/5/2026 |
192
|
$410 M
|
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC |
2026 Q2
|
8/5/2026 |
219
|
$840 M
|
| Thrive Capital Management, LLC |
2026 Q2
|
8/5/2026 |
170
|
$530 M
|
| LYELL WEALTH MANAGEMENT, LP |
2026 Q2
|
8/5/2026 |
232
|
$1.6 B
|
| TradeLink Capital LLC |
2026 Q2
|
8/5/2026 |
25
|
$10 M
|
| AFFINITY INVESTMENT ADVISORS, LLC |
2026 Q2
|
8/5/2026 |
140
|
$200 M
|
| EMPOWER HARVEST MANAGEMENT SERVICES, INC. |
2026 Q2
|
8/5/2026 |
1
|
$73 M
|
| ANCHOR CAPITAL ADVISORS LLC |
2026 Q2
|
8/5/2026 |
244
|
$3.6 B
|
| PMG Wealth Management, Inc. |
2026 Q2
|
8/5/2026 |
61
|
$160 M
|
| Pacific Center for Financial Services |
2026 Q2
|
8/5/2026 |
500
|
$450 M
|
| MIO PARTNERS, INC. |
2026 Q2
|
8/5/2026 |
6
|
$370 M
|
| Grant Street Asset Management, Inc. |
2026 Q2
|
8/5/2026 |
92
|
$610 M
|
| Gryphon Financial Partners LLC |
2026 Q2
|
8/5/2026 |
383
|
$1.1 B
|
| Paradice Investment Management LLC |
2026 Q2
|
8/5/2026 |
21
|
$630 M
|
| DekaBank Deutsche Girozentrale |
2026 Q2
|
8/5/2026 |
1,660
|
$59 B
|
| INSPIRE TRUST CO, N.A. |
2026 Q2
|
8/5/2026 |
111
|
$730 M
|
| Bluebird Wealth Management LLC |
2026 Q2
|
8/5/2026 |
89
|
$120 M
|
| CenterStar Asset Management, LLC |
2026 Q2
|
8/5/2026 |
234
|
$590 M
|
| OpenArc Corporate Advisory, LLC |
2026 Q2
|
8/5/2026 |
789
|
$8.4 B
|
| ICW Investment Advisors LLC |
2026 Q2
|
8/5/2026 |
144
|
$290 M
|
| Cypress Capital Group |
2026 Q2
|
8/5/2026 |
351
|
$1.1 B
|
| BG Investment Services, LLC |
2026 Q2
|
8/5/2026 |
52
|
$140 M
|
| Seaside Wealth Management, Inc. |
2026 Q2
|
8/5/2026 |
71
|
$400 M
|
| Vested Financial Planning, LLC |
2026 Q2
|
8/5/2026 |
29
|
$150 M
|
| Mullooly Asset Management, Inc. |
2026 Q2
|
8/5/2026 |
60
|
$320 M
|
| SACKS & ASSOCIATES, LLC |
2026 Q1
|
8/5/2026 |
78
|
$130 M
|
| Williams Jones Wealth Management, LLC. |
2026 Q2
|
8/5/2026 |
587
|
$8.9 B
|
| Juniper Hill Capital Management LP |
2026 Q2
|
8/5/2026 |
1
|
$0
|
| SACKS & ASSOCIATES, LLC |
2025 Q4
|
8/5/2026 |
79
|
$140 M
|