| PCA Investment Advisory Services Inc. |
2026 Q2
|
7/27/2026 |
59
|
$360 M
|
| Turtle Creek Wealth Advisors, LLC |
2026 Q2
|
7/27/2026 |
515
|
$1.9 B
|
| RMR Capital Management, LLC |
2026 Q2
|
7/27/2026 |
76
|
$150 M
|
| Westbourne Investment Advisors, Inc. |
2026 Q2
|
7/27/2026 |
120
|
$360 M
|
| Parkwoods Wealth Partners, LLC |
2026 Q2
|
7/27/2026 |
172
|
$620 M
|
| INVICTUS PRIVATE WEALTH, LLC |
2026 Q2
|
7/27/2026 |
86
|
$1.9 B
|
| Caprock Group, LLC |
2026 Q2
|
7/27/2026 |
1,234
|
$5.2 B
|
| SFI Advisors, LLC |
2026 Q2
|
7/27/2026 |
55
|
$120 M
|
| Kroeger Financial Partners |
2026 Q2
|
7/27/2026 |
141
|
$100 M
|
| Cornerstone Wealth Group, LLC |
2026 Q2
|
7/27/2026 |
512
|
$1.7 B
|
| 3EDGE Asset Management, LP |
2026 Q2
|
7/27/2026 |
94
|
$2.2 B
|
| PUREfi Wealth, LLC |
2026 Q2
|
7/27/2026 |
208
|
$180 M
|
| J. Team Financial, Inc. |
2026 Q2
|
7/27/2026 |
102
|
$100 M
|
| Seneca Financial Advisors LLC |
2026 Q2
|
7/27/2026 |
66
|
$390 M
|
| eCIO, Inc. |
2026 Q2
|
7/27/2026 |
46
|
$360 M
|
| Providence First Trust Co |
2026 Q2
|
7/27/2026 |
196
|
$360 M
|
| Claret Asset Management Corp |
2026 Q2
|
7/27/2026 |
498
|
$930 M
|
| Dynamic Financial Group |
2026 Q2
|
7/27/2026 |
76
|
$130 M
|
| HILLMAN CO |
2026 Q2
|
7/27/2026 |
14
|
$280 M
|
| First Fiduciary Investment Counsel, Inc. |
2026 Q2
|
7/27/2026 |
75
|
$530 M
|
| BROWN CAPITAL MANAGEMENT LLC |
2026 Q2
|
7/27/2026 |
54
|
$500 M
|
| Codex Capital Asset Management L.L.C. |
2026 Q2
|
7/27/2026 |
33
|
$290 M
|
| Arnhold LLC |
2026 Q2
|
7/27/2026 |
113
|
$1.4 B
|
| U S GLOBAL INVESTORS INC |
2026 Q2
|
7/27/2026 |
146
|
$1.0 B
|
| Fenelon Opportunity Fund Inc. |
2026 Q2
|
7/27/2026 |
6
|
$2.0 B
|
| Parcion Private Wealth LLC |
2026 Q2
|
7/27/2026 |
584
|
$1.8 B
|
| Tandem Investment Partners LLC |
2026 Q2
|
7/27/2026 |
76
|
$130 M
|
| Moss Adams Wealth Advisors LLC |
2026 Q2
|
7/27/2026 |
539
|
$1.6 B
|
| WISCONSIN CAPITAL MANAGEMENT LLC |
2026 Q2
|
7/27/2026 |
47
|
$210 M
|
| Grey Ledge Advisors, LLC |
2026 Q2
|
7/27/2026 |
266
|
$500 M
|
| USCF Advisers LLC |
2026 Q2
|
7/27/2026 |
1
|
$100 k
|
| Broussard Financial Group LLC |
2026 Q2
|
7/27/2026 |
35
|
$120 M
|
| BAKER BOYER NATIONAL BANK |
2026 Q2
|
7/27/2026 |
121
|
$360 M
|
| Planning Strategies Inc. |
2026 Q2
|
7/27/2026 |
1,068
|
$160 M
|
| Tanglewood Wealth Management, Inc. |
2026 Q2
|
7/27/2026 |
44
|
$1.2 B
|
| BASSO CAPITAL MANAGEMENT, L.P. |
2026 Q2
|
7/27/2026 |
138
|
$470 M
|
| Bridgewealth Advisory Group, LLC |
2026 Q2
|
7/27/2026 |
141
|
$530 M
|
| Blume Capital Management, Inc. |
2026 Q2
|
7/27/2026 |
359
|
$680 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2024 Q4
|
7/27/2026 |
1,113
|
$430 M
|
| Concord Asset Management, LLC/VA |
2026 Q2
|
7/27/2026 |
126
|
$650 M
|
| QTR Family Wealth, LLC |
2026 Q2
|
7/27/2026 |
337
|
$290 M
|
| Three Bridge Wealth Advisors, LLC |
2026 Q2
|
7/27/2026 |
87
|
$400 M
|
| First Nebraska Trust Co |
2012 Q3
|
7/27/2026 |
88
|
$250 M
|
| New England Capital Financial Advisors LLC |
2026 Q2
|
7/27/2026 |
432
|
$420 M
|
| Richard Young Associates, Ltd. |
2026 Q2
|
7/27/2026 |
29
|
$150 M
|
| Muzinich & Co., Inc. |
2026 Q2
|
7/27/2026 |
38
|
$290 M
|
| Catherine Avery Investment Management LLC |
2026 Q2
|
7/27/2026 |
168
|
$230 M
|
| E&R Wealth Management, LLC |
2026 Q2
|
7/27/2026 |
12
|
$120 M
|
| Gladstone Institutional Advisory LLC |
2026 Q2
|
7/27/2026 |
892
|
$3.2 B
|
| Cullen/Frost Bankers, Inc. |
2026 Q2
|
7/27/2026 |
1,418
|
$10 B
|
| Frank, Rimerman Advisors LLC |
2026 Q2
|
7/27/2026 |
612
|
$1.8 B
|
| MATHER GROUP, LLC. |
2026 Q2
|
7/27/2026 |
1,915
|
$11 B
|
| Nabity-Jensen Investment Management Inc |
2026 Q2
|
7/27/2026 |
70
|
$160 M
|
| First Nebraska Trust Co |
2012 Q4
|
7/27/2026 |
84
|
$250 M
|
| CONTINENTAL ADVISORS LLC |
2026 Q2
|
7/27/2026 |
50
|
$240 M
|
| HOEY INVESTMENTS, INC |
2026 Q2
|
7/27/2026 |
458
|
$770 M
|
| CHILDRESS CAPITAL ADVISORS, LLC |
2026 Q2
|
7/27/2026 |
378
|
$610 M
|
| GREENUP STREET WEALTH MANAGEMENT LLC |
2026 Q2
|
7/27/2026 |
141
|
$820 M
|
| ASK CAPITAL MANAGEMENT, LLC |
2026 Q2
|
7/27/2026 |
4
|
$720 M
|
| Archvest Wealth Advisors, Inc. |
2026 Q2
|
7/27/2026 |
73
|
$170 M
|
| Lynx Investment Advisory |
2026 Q2
|
7/27/2026 |
465
|
$310 M
|
| FLAGSHIP WEALTH ADVISORS, LLC |
2026 Q2
|
7/27/2026 |
484
|
$450 M
|
| Walkner Condon Financial Advisors LLC |
2026 Q2
|
7/27/2026 |
344
|
$870 M
|
| Trueblood Wealth Management, LLC |
2026 Q2
|
7/27/2026 |
261
|
$290 M
|
| Seed Wealth Management, Inc. |
2026 Q2
|
7/27/2026 |
100
|
$160 M
|
| Torrey Growth & Income Advisors |
2026 Q2
|
7/27/2026 |
108
|
$290 M
|
| SEARLE & CO. |
2026 Q2
|
7/27/2026 |
194
|
$450 M
|
| McGuire Investment Group, LLC |
2026 Q2
|
7/27/2026 |
137
|
$1.1 B
|
| Concord Wealth Partners |
2026 Q2
|
7/27/2026 |
885
|
$870 M
|
| RFG - Bristol Wealth Advisors, LLC |
2026 Q2
|
7/27/2026 |
188
|
$410 M
|
| Riverpoint Wealth Management Holdings, LLC |
2026 Q2
|
7/27/2026 |
61
|
$540 M
|
| Elevation Capital Advisory, LLC |
2026 Q2
|
7/27/2026 |
63
|
$260 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2015 Q3
|
7/27/2026 |
843
|
$170 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2016 Q2
|
7/27/2026 |
864
|
$180 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2016 Q4
|
7/27/2026 |
883
|
$190 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2017 Q2
|
7/27/2026 |
398
|
$230 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2017 Q3
|
7/27/2026 |
278
|
$250 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2018 Q2
|
7/27/2026 |
727
|
$270 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2018 Q3
|
7/27/2026 |
750
|
$280 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2018 Q4
|
7/27/2026 |
742
|
$260 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2019 Q1
|
7/27/2026 |
719
|
$250 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2019 Q2
|
7/27/2026 |
731
|
$760 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2019 Q4
|
7/27/2026 |
743
|
$290 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2020 Q3
|
7/27/2026 |
893
|
$270 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2021 Q1
|
7/27/2026 |
1,099
|
$280 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2022 Q1
|
7/27/2026 |
1,137
|
$270 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2022 Q2
|
7/27/2026 |
1,131
|
$220 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2023 Q1
|
7/27/2026 |
1,074
|
$270 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2023 Q2
|
7/27/2026 |
1,071
|
$290 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2023 Q4
|
7/27/2026 |
1,060
|
$330 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2024 Q2
|
7/27/2026 |
1,151
|
$350 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2024 Q3
|
7/27/2026 |
1,082
|
$410 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2025 Q1
|
7/27/2026 |
1,079
|
$440 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2025 Q2
|
7/27/2026 |
1,105
|
$500 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2025 Q3
|
7/27/2026 |
1,172
|
$560 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2025 Q4
|
7/27/2026 |
1,163
|
$650 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2026 Q1
|
7/27/2026 |
1,518
|
$640 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/27/2026 |
1,591
|
$790 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2019 Q3
|
7/27/2026 |
744
|
$280 M
|
| RAFFA WEALTH MANAGEMENT, LLC |
2020 Q1
|
7/27/2026 |
866
|
$270 M
|