| Valtinson Bruner Financial Planning LLC |
2026 Q2
|
8/3/2026 |
189
|
$400 M
|
| Sagace Wealth Management LLC |
2026 Q2
|
8/3/2026 |
74
|
$160 M
|
| Ridgewood Investments LLC |
2026 Q2
|
8/3/2026 |
208
|
$270 M
|
| WASHINGTON STATE INVESTMENT BOARD |
2026 Q2
|
8/3/2026 |
2
|
$270 M
|
| Titan Investment Management LLC |
2026 Q2
|
8/3/2026 |
38
|
$140 M
|
| WASHINGTON TRUST Co |
2026 Q2
|
8/3/2026 |
656
|
$3.2 B
|
| OBSIDIAN CIO, LLC |
2026 Q2
|
8/3/2026 |
221
|
$130 M
|
| Campbell & CO Investment Adviser LLC |
2026 Q2
|
8/3/2026 |
1,005
|
$1.9 B
|
| Crestwood Advisors Group, LLC |
2026 Q2
|
8/3/2026 |
985
|
$6.7 B
|
| Cornerstone Wealth Partners, LLC |
2026 Q2
|
8/3/2026 |
17
|
$220 M
|
| CONNABLE OFFICE INC |
2026 Q2
|
8/3/2026 |
231
|
$1.1 B
|
| LWM Advisory Services, LLC |
2026 Q2
|
8/3/2026 |
80
|
$56 M
|
| AE Wealth Management LLC |
2026 Q2
|
8/3/2026 |
38,581
|
$21 B
|
| Blue Grotto Capital, LLC |
2026 Q2
|
8/3/2026 |
29
|
$1.2 B
|
| Heirloom Wealth Management |
2026 Q2
|
8/3/2026 |
61
|
$690 M
|
| AG Asset Advisory, LLC |
2026 Q2
|
8/3/2026 |
28
|
$120 M
|
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV |
2026 Q2
|
8/3/2026 |
32
|
$490 M
|
| Redwood Wealth Management Group, LLC |
2026 Q2
|
8/3/2026 |
1
|
$0
|
| GLOBE LIFE INC. |
2026 Q2
|
8/3/2026 |
2
|
$420 M
|
| LOWE BROCKENBROUGH & CO INC |
2026 Q2
|
8/3/2026 |
341
|
$2.2 B
|
| Carrera Capital Advisors |
2026 Q2
|
8/3/2026 |
210
|
$670 M
|
| JENNISON ASSOCIATES LLC |
2026 Q2
|
8/3/2026 |
805
|
$170 B
|
| Turn8 Private Wealth Inc. |
2026 Q2
|
8/3/2026 |
54
|
$150 M
|
| Gerald Baker Financial Group LLC |
2026 Q2
|
8/3/2026 |
126
|
$350 M
|
| First Dallas Securities Inc. |
2026 Q2
|
8/3/2026 |
125
|
$300 M
|
| Fire Capital Management LLC |
2026 Q2
|
8/3/2026 |
122
|
$250 M
|
| PATHWAY CAPITAL MANAGEMENT, LP |
2026 Q2
|
8/3/2026 |
4
|
$24 M
|
| Ranch Capital Advisors Inc. |
2026 Q2
|
8/3/2026 |
157
|
$320 M
|
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
2026 Q2
|
8/3/2026 |
4,175
|
$320 B
|
| MilWealth Group LLC |
2026 Q2
|
8/3/2026 |
82
|
$470 M
|
| Avid Wealth Partners LLC |
2026 Q2
|
8/3/2026 |
77
|
$210 M
|
| Outlook Wealth Advisors, LLC |
2026 Q2
|
8/3/2026 |
305
|
$460 M
|
| Hodges Capital Management Inc. |
2026 Q2
|
8/3/2026 |
224
|
$1.5 B
|
| Elevated Capital Advisors, LLC |
2026 Q2
|
8/3/2026 |
849
|
$360 M
|
| Strategent Financial, LLC |
2026 Q2
|
8/3/2026 |
41
|
$170 M
|
| Modus Advisors, LLC |
2026 Q2
|
8/3/2026 |
118
|
$400 M
|
| Osprey Private Wealth LLC |
2026 Q2
|
8/3/2026 |
88
|
$390 M
|
| H Capital V GP, L.P. |
2026 Q2
|
8/3/2026 |
1
|
$72 M
|
| Massachusetts Wealth Management |
2026 Q2
|
8/3/2026 |
98
|
$260 M
|
| Smith Group Asset Management, LLC |
2026 Q2
|
8/3/2026 |
166
|
$2.5 B
|
| OPPENHEIMER & CO INC |
2026 Q2
|
8/3/2026 |
1,759
|
$9.4 B
|
| Essential Planning, LLC. |
2026 Q2
|
8/3/2026 |
87
|
$350 M
|
| Lummis Asset Management, LP |
2026 Q2
|
8/3/2026 |
221
|
$170 M
|
| Halter Ferguson Financial Inc. |
2026 Q2
|
8/3/2026 |
36
|
$620 M
|
| Vontobel Holding Ltd. |
2026 Q2
|
8/3/2026 |
3,315
|
$31 B
|
| WJ Wealth Management, LLC |
2026 Q2
|
8/3/2026 |
80
|
$250 M
|
| Timonier Family Office, LTD. |
2026 Q2
|
8/3/2026 |
57
|
$350 M
|
| Wallace Advisory Group, LLC |
2026 Q2
|
8/3/2026 |
257
|
$110 M
|
| Hardworking Capital Advisors, LLC |
2026 Q2
|
8/3/2026 |
84
|
$120 M
|
| POWER WEALTH MANAGEMENT LLC |
2026 Q2
|
8/3/2026 |
118
|
$290 M
|
| Blue Water Asset Management |
2026 Q2
|
8/3/2026 |
108
|
$310 M
|
| Callahan Advisors, LLC |
2026 Q2
|
8/3/2026 |
181
|
$1.3 B
|
| Savvy Advisors, Inc. |
2026 Q2
|
8/3/2026 |
1,261
|
$4.7 B
|
| MAD RIVER INVESTORS |
2026 Q2
|
8/3/2026 |
30
|
$270 M
|
| Fairway Financial, LLC |
2026 Q2
|
8/3/2026 |
23
|
$150 M
|
| Oxler Private Wealth LLC |
2026 Q2
|
8/3/2026 |
93
|
$350 M
|
| Global Trust Asset Management, LLC |
2026 Q2
|
8/3/2026 |
487
|
$320 M
|
| Quotient Wealth Partners, LLC |
2026 Q2
|
8/3/2026 |
409
|
$4.2 B
|
| Horizon Advisory Services, Inc. |
2026 Q2
|
8/3/2026 |
51
|
$240 M
|
| Autumn Glory Partners, LLC |
2026 Q2
|
8/3/2026 |
359
|
$350 M
|
| Smith & Howard Wealth Management, LLC |
2026 Q2
|
8/3/2026 |
112
|
$500 M
|
| Modera Wealth Management, LLC |
2026 Q2
|
8/3/2026 |
650
|
$9.4 B
|
| Hosking Partners LLP |
2026 Q2
|
8/3/2026 |
98
|
$3.0 B
|
| Tarbox Family Office, Inc. |
2026 Q2
|
8/3/2026 |
96
|
$700 M
|
| CURTIS WEALTH MANAGEMENT LLC |
2026 Q2
|
8/3/2026 |
55
|
$120 M
|
| SAGESPRING WEALTH PARTNERS, LLC |
2026 Q2
|
8/3/2026 |
846
|
$6.5 B
|
| Private Wealth Partners, LLC |
2026 Q2
|
8/3/2026 |
183
|
$1.4 B
|
| INKWELL CAPITAL LLC |
2026 Q2
|
8/3/2026 |
31
|
$96 M
|
| 1 NORTH WEALTH SERVICES LLC |
2026 Q2
|
8/3/2026 |
309
|
$310 M
|
| NewCorp Financial Services, Inc. |
2026 Q2
|
8/3/2026 |
54
|
$130 M
|
| CITIGROUP INC |
2026 Q2
|
8/3/2026 |
11,343
|
$300 B
|
| Hippocratic Financial Advisors, LLC |
2026 Q2
|
8/3/2026 |
39
|
$270 M
|
| Isabella Capital Management LLP |
2026 Q2
|
8/3/2026 |
8
|
$190 M
|
| SPINNAKER TRUST |
2026 Q2
|
8/3/2026 |
349
|
$2.1 B
|
| ENVESTNET ASSET MANAGEMENT INC |
2026 Q2
|
8/3/2026 |
4,822
|
$420 B
|
| CIBC Asset Management Inc |
2026 Q2
|
8/3/2026 |
1,428
|
$46 B
|
| Exor N.V. |
2026 Q2
|
8/3/2026 |
3
|
$5.5 B
|
| Manske Wealth Management |
2026 Q2
|
8/3/2026 |
226
|
$400 M
|
| RETIREMENT INCOME SOLUTIONS, INC |
2026 Q2
|
8/3/2026 |
172
|
$580 M
|
| Sparta 24 Ltd. |
2026 Q2
|
8/3/2026 |
20
|
$110 M
|
| ALEXANDER LABRUNERIE & CO., INC. |
2026 Q2
|
8/3/2026 |
151
|
$290 M
|
| Marietta Wealth Management, LLC |
2026 Q2
|
8/3/2026 |
133
|
$970 M
|
| Schaeffer Financial LLC |
2026 Q2
|
8/3/2026 |
27
|
$130 M
|
| FSA WEALTH PARTNERS, INC. |
2026 Q2
|
8/3/2026 |
91
|
$400 M
|
| Raiffeisen Bank International AG |
2026 Q2
|
8/3/2026 |
861
|
$8.5 B
|
| Carroll Investors, Inc |
2026 Q2
|
8/3/2026 |
31
|
$230 M
|
| Rock Creek Group LLC |
2026 Q2
|
8/3/2026 |
63
|
$990 M
|
| Mandatum Life Insurance Co Ltd |
2026 Q2
|
8/3/2026 |
90
|
$540 M
|
| Atlas Merchant Capital LLC |
2026 Q2
|
8/3/2026 |
1
|
$580 k
|
| ZENITH SOLUTIONS, INC. |
2026 Q2
|
8/3/2026 |
84
|
$110 M
|
| Rising Stella Capital Pte. Ltd |
2026 Q2
|
8/3/2026 |
3
|
$250 M
|
| OPTIMAS CAPITAL Ltd |
2026 Q2
|
8/3/2026 |
15
|
$97 M
|
| AmeriServ Wealth Advisors |
2026 Q2
|
8/3/2026 |
94
|
$150 M
|
| Yelin Lapidot Holdings Management Ltd. |
2026 Q2
|
8/3/2026 |
96
|
$530 M
|
| Eurizon SLJ Capital Ltd |
2026 Q2
|
8/3/2026 |
172
|
$270 M
|
| Valliance Asset Management Ltd |
2026 Q2
|
8/3/2026 |
7
|
$860 M
|
| Karnit Road Accident Victims Compensation Fund |
2026 Q2
|
8/3/2026 |
17
|
$180 M
|
| Crystal Rock Capital Management |
2026 Q2
|
8/3/2026 |
34
|
$200 M
|
| Navigoe, LLC |
2026 Q2
|
7/31/2026 |
1,224
|
$190 M
|
| Diversified Enterprises, LLC |
2026 Q2
|
7/31/2026 |
425
|
$2.1 B
|