| Sterling Group Wealth Management, LLC |
2026 Q2
|
8/3/2026 |
62
|
$240 M
|
| Beacon Bank & Trust |
2026 Q2 - RESTATEMENT
|
8/3/2026 |
255
|
$520 M
|
| ProVise Management Group, LLC |
2026 Q2
|
8/3/2026 |
282
|
$1.5 B
|
| Mokosak Advisory Group, LLC |
2026 Q2
|
8/3/2026 |
38
|
$460 M
|
| PCG Wealth Advisors, LLC |
2026 Q2
|
8/3/2026 |
180
|
$450 M
|
| Meixler Investment Management, Ltd. |
2026 Q2
|
8/3/2026 |
90
|
$180 M
|
| First National Bank of Hutchinson |
2026 Q2
|
8/3/2026 |
157
|
$180 M
|
| OAKLAND FINANCIAL CORP |
2026 Q2
|
8/3/2026 |
6
|
$4.5 M
|
| Cherokee Insurance Co |
2026 Q2
|
8/3/2026 |
124
|
$260 M
|
| EXCALIBUR MANAGEMENT CORP |
2026 Q2
|
8/3/2026 |
175
|
$300 M
|
| Parker Financial LLC |
2026 Q2
|
8/3/2026 |
37
|
$270 M
|
| TSA Wealth Managment LLC |
2026 Q2
|
8/3/2026 |
119
|
$350 M
|
| Sitrin Capital Management LLC |
2026 Q2
|
8/3/2026 |
39
|
$230 M
|
| Hardy Reed LLC |
2026 Q2
|
8/3/2026 |
252
|
$1.6 B
|
| Walleye Trading LLC |
2026 Q2
|
8/3/2026 |
3,913
|
$88 B
|
| Walleye Capital LLC |
2026 Q2
|
8/3/2026 |
4,674
|
$28 B
|
| Dockside LLC |
2026 Q2
|
8/3/2026 |
184
|
$430 M
|
| Northstar Group, Inc. |
2026 Q2
|
8/3/2026 |
168
|
$780 M
|
| SAGE RHINO CAPITAL LLC |
2026 Q2
|
8/3/2026 |
385
|
$620 M
|
| Daniel Investment Group, Inc. |
2026 Q2
|
8/3/2026 |
33
|
$170 M
|
| Citizens Business Bank |
2026 Q2
|
8/3/2026 |
234
|
$660 M
|
| J.H. Whitney Equity Partners VII, LLC |
2026 Q2
|
8/3/2026 |
1
|
$230 M
|
| Strategic Financial Partners, Ltd. |
2026 Q2
|
8/3/2026 |
88
|
$270 M
|
| PINNACLE ASSOCIATES LTD |
2026 Q2
|
8/3/2026 |
972
|
$9.2 B
|
| Summit Wealth Partners, LLC |
2026 Q2
|
8/3/2026 |
280
|
$700 M
|
| Arizona PSPRS Trust |
2026 Q1 - RESTATEMENT
|
8/3/2026 |
10
|
$2.7 B
|
| Price Financial Group Wealth Management, Inc |
2026 Q2
|
8/3/2026 |
17
|
$6.0 M
|
| GILEAD SCIENCES, INC. |
2026 Q2
|
8/3/2026 |
5
|
$1.6 B
|
| TOTAL INVESTMENT MANAGEMENT INC |
2026 Q2
|
8/3/2026 |
89
|
$950 M
|
| PECAUT & CO. |
2026 Q2
|
8/3/2026 |
65
|
$330 M
|
| Summit Global Investments |
2026 Q2
|
8/3/2026 |
523
|
$1.8 B
|
| HUSSMAN STRATEGIC ADVISORS, INC. |
2026 Q2
|
8/3/2026 |
231
|
$430 M
|
| Stack Financial Management, Inc |
2026 Q2
|
8/3/2026 |
54
|
$1.3 B
|
| Omnitrust Wealth Management, Inc |
2025 Q2
|
8/3/2026 |
126
|
$85 M
|
| Daytona Street Capital LLC |
2026 Q2
|
8/3/2026 |
279
|
$140 M
|
| Bryn Mawr Trust Advisors, LLC |
2026 Q2
|
8/3/2026 |
457
|
$2.3 B
|
| OPPENHEIMER ASSET MANAGEMENT INC. |
2026 Q2
|
8/3/2026 |
3,258
|
$9.6 B
|
| Mill Capital Management, LLC |
2026 Q2
|
8/3/2026 |
128
|
$1.5 B
|
| Plan Group Financial, LLC |
2026 Q2
|
8/3/2026 |
253
|
$490 M
|
| Arizona PSPRS Trust |
2026 Q2 - RESTATEMENT
|
8/3/2026 |
14
|
$2.7 B
|
| Towercrest Capital Management |
2026 Q2
|
8/3/2026 |
110
|
$720 M
|
| Laraway Financial Advisors Inc |
2026 Q2
|
8/3/2026 |
140
|
$160 M
|
| PSI Advisors, LLC |
2026 Q2
|
8/3/2026 |
151
|
$430 M
|
| Cornerstone Capital, Inc. |
2026 Q2
|
8/3/2026 |
120
|
$1.1 B
|
| McCartney Wealth Management LLC |
2026 Q2
|
8/3/2026 |
65
|
$130 M
|
| Freedom Together Foundation |
2026 Q2
|
8/3/2026 |
2
|
$870 M
|
| BANYAN CAPITAL MANAGEMENT, INC. |
2026 Q2
|
8/3/2026 |
55
|
$230 M
|
| First Nebraska Trust Co |
2010 Q3
|
8/3/2026 |
73
|
$190 M
|
| Next Capital Management LLC |
2026 Q2
|
8/3/2026 |
138
|
$370 M
|
| Good Steward Wealth Advisors,LLC |
2026 Q2
|
8/3/2026 |
71
|
$170 M
|
| Elyxium Wealth, LLC |
2026 Q2
|
8/3/2026 |
1,014
|
$950 M
|
| SMITH SHELLNUT WILSON LLC /ADV |
2026 Q1
|
8/3/2026 |
145
|
$230 M
|
| SMITH SHELLNUT WILSON LLC /ADV |
2025 Q4
|
8/3/2026 |
142
|
$260 M
|
| First Nebraska Trust Co |
2010 Q4
|
8/3/2026 |
80
|
$210 M
|
| EVERETT HARRIS & CO /CA/ |
2026 Q2
|
8/3/2026 |
292
|
$8.1 B
|
| Persium Advisors, LLC |
2026 Q2
|
8/3/2026 |
69
|
$150 M
|
| Everstar Asset Management, LLC |
2026 Q2
|
8/3/2026 |
205
|
$210 M
|
| GR FINANCIAL GROUP, LLC |
2026 Q2
|
8/3/2026 |
37
|
$740 M
|
| One Day In July LLC |
2026 Q2
|
8/3/2026 |
167
|
$1.4 B
|
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC |
2026 Q2
|
8/3/2026 |
122
|
$230 M
|
| Kingsway Capital Partners Ltd |
2026 Q2
|
8/3/2026 |
5
|
$740 M
|
| MTM Investment Management, LLC |
2026 Q2
|
8/3/2026 |
708
|
$350 M
|
| Oakwell Private Wealth Management, LLC |
2026 Q2
|
8/3/2026 |
83
|
$600 M
|
| TCW GROUP INC |
2026 Q2
|
8/3/2026 |
903
|
$15 B
|
| MARCO INVESTMENT MANAGEMENT LLC |
2026 Q2
|
8/3/2026 |
245
|
$1.5 B
|
| BIP Wealth, LLC |
2026 Q2
|
8/3/2026 |
560
|
$3.5 B
|
| FULTON BREAKEFIELD BROENNIMAN LLC |
2026 Q2
|
8/3/2026 |
208
|
$1.7 B
|
| PHILLIPS FINANCIAL MANAGEMENT, LLC |
2026 Q2
|
8/3/2026 |
291
|
$1.4 B
|
| Compound Global Advisors, LLC |
2026 Q2
|
8/3/2026 |
38
|
$4.0 M
|
| SWS Partners |
2026 Q2
|
8/3/2026 |
108
|
$460 M
|
| Trifecta Capital Advisors, LLC |
2026 Q2
|
8/3/2026 |
493
|
$780 M
|
| Oakmont Advisory Group, LLC |
2026 Q2
|
8/3/2026 |
526
|
$120 M
|
| Performa Ltd (US), LLC |
2026 Q2
|
8/3/2026 |
49
|
$620 M
|
| Finer Wealth Management, Inc. |
2026 Q2
|
8/3/2026 |
88
|
$220 M
|
| FIDUCIARY COUNSELLING INC |
2026 Q2
|
8/3/2026 |
11
|
$41 M
|
| DUFF & PHELPS INVESTMENT MANAGEMENT CO |
2026 Q2
|
8/3/2026 |
340
|
$11 B
|
| Archer Investment Corp |
2026 Q2
|
8/3/2026 |
1,238
|
$510 M
|
| DSM CAPITAL PARTNERS LLC |
2026 Q2
|
8/3/2026 |
70
|
$5.8 B
|
| Acumen Wealth Advisors, LLC |
2026 Q2
|
8/3/2026 |
493
|
$470 M
|
| Fidato Wealth LLC |
2026 Q2
|
8/3/2026 |
14
|
$170 M
|
| Qsemble Capital Management, LP |
2026 Q2
|
8/3/2026 |
371
|
$780 M
|
| Mueller Wealth, LLC |
2026 Q2
|
8/3/2026 |
18
|
$150 M
|
| Eagle Bay Advisors LLC |
2026 Q2
|
8/3/2026 |
141
|
$130 M
|
| LRZ CAPITAL LLC |
2026 Q2
|
8/3/2026 |
18
|
$200 M
|
| Alaska Permanent Fund Corp |
2026 Q2
|
8/3/2026 |
9
|
$1.4 B
|
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO |
2026 Q2
|
8/3/2026 |
423
|
$860 M
|
| Crew Capital Management, Ltd |
2026 Q2
|
8/3/2026 |
112
|
$180 M
|
| Old Peak Finance LLC |
2026 Q2
|
8/3/2026 |
149
|
$210 M
|
| Ascent Group, LLC |
2026 Q2
|
8/3/2026 |
3,754
|
$3.3 B
|
| MEYER HANDELMAN CO |
2026 Q2
|
8/3/2026 |
287
|
$3.5 B
|
| Van Cleef Asset Management,Inc |
2026 Q2
|
8/3/2026 |
119
|
$980 M
|
| Commonwealth Retirement Investments LLC |
2026 Q2
|
8/3/2026 |
417
|
$370 M
|
| SUMMIT SECURITIES GROUP LLC |
2026 Q2
|
8/3/2026 |
1,135
|
$1.0 B
|
| Gutierrez Wealth Advisory, LLC |
2026 Q2
|
8/3/2026 |
110
|
$170 M
|
| Willis Investment Counsel |
2026 Q2
|
8/3/2026 |
125
|
$2.1 B
|
| Access Investment Management LLC |
2026 Q2
|
8/3/2026 |
144
|
$390 M
|
| BUSH INVESTMENT GROUP, LLC |
2026 Q1
|
8/3/2026 |
38
|
$180 M
|
| Rede Wealth, LLC |
2026 Q2
|
8/3/2026 |
118
|
$300 M
|
| NIA IMPACT ADVISORS, LLC |
2026 Q2
|
8/3/2026 |
72
|
$240 M
|
| Caldwell Trust Co |
2026 Q2
|
8/3/2026 |
887
|
$1.2 B
|