| MV CAPITAL MANAGEMENT, INC. |
2026 Q2 - RESTATEMENT
|
7/30/2026 |
1,282
|
$1.1 B
|
| PETERSON WEALTH MANAGEMENT |
2026 Q2
|
7/30/2026 |
184
|
$210 M
|
| Cherry Creek Investment Advisors, Inc. |
2026 Q2
|
7/30/2026 |
128
|
$250 M
|
| Buck Wealth Strategies, LLC |
2026 Q2
|
7/30/2026 |
1,170
|
$960 M
|
| Galilei Investment Office LLP |
2026 Q2
|
7/30/2026 |
30
|
$220 M
|
| Cambridge Investment Research Advisors, Inc. |
2026 Q2 - NEW HOLDINGS
|
7/30/2026 |
4,043
|
$45 B
|
| Saudi Central Bank |
2026 Q2
|
7/30/2026 |
505
|
$7.6 B
|
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group |
2026 Q2
|
7/30/2026 |
27
|
$380 M
|
| Ironwood Wealth Management, LLC. |
2026 Q2
|
7/30/2026 |
55
|
$450 M
|
| Eurizon Asset Management Hungary Ltd. |
2026 Q2
|
7/30/2026 |
21
|
$94 M
|
| Broad Peak Investment Advisers Pte Ltd |
2026 Q2
|
7/30/2026 |
21
|
$540 M
|
| Sumitomo Mitsui Trust Group, Inc. |
2026 Q2
|
7/30/2026 |
1,080
|
$180 B
|
| WJ Interests, LLC |
2026 Q2
|
7/30/2026 |
22
|
$260 M
|
| Pilgrim Partners Asia Pte Ltd |
2026 Q2
|
7/30/2026 |
108
|
$230 M
|
| Funde Sino Life Insurance Co Ltd |
2026 Q2 - RESTATEMENT
|
7/30/2026 |
7
|
$310 M
|
| McBroom & Associates, LLC |
2026 Q2
|
7/30/2026 |
37
|
$200 M
|
| Sovran Advisors, LLC |
2026 Q2
|
7/30/2026 |
701
|
$1.3 B
|
| Bestgate Wealth Advisors, LLC |
2026 Q2
|
7/30/2026 |
45
|
$63 M
|
| DIVERSIFY WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/30/2026 |
1,286
|
$6.0 B
|
| Roberts Wealth Advisors, LLC |
2026 Q2
|
7/30/2026 |
111
|
$440 M
|
| Leeward Investments, LLC - MA |
2026 Q2
|
7/30/2026 |
140
|
$2.2 B
|
| Nadler Financial Group, Inc. |
2026 Q2
|
7/30/2026 |
149
|
$1.2 B
|
| Griffith & Werner, Inc. |
2026 Q2
|
7/30/2026 |
71
|
$210 M
|
| Challenger Wealth Management |
2026 Q2
|
7/30/2026 |
65
|
$140 M
|
| Providence Wealth Advisors, LLC |
2026 Q2
|
7/30/2026 |
84
|
$170 M
|
| COOKE & BIELER LP |
2026 Q2
|
7/30/2026 |
147
|
$8.6 B
|
| Fort Vancouver Investment Management, LLC |
2026 Q2
|
7/30/2026 |
62
|
$210 M
|
| Signet Investment Advisory Group, Inc. |
2026 Q2
|
7/30/2026 |
73
|
$230 M
|
| GreatBanc Trust CO |
2026 Q2
|
7/30/2026 |
114
|
$160 M
|
| Ampfield Management, L.P. |
2026 Q2
|
7/30/2026 |
5
|
$100 M
|
| CATALYST FINANCIAL PARTNERS LLC |
2026 Q2
|
7/30/2026 |
416
|
$1.0 B
|
| Carmel Capital Partners, LLC |
2026 Q2
|
7/30/2026 |
148
|
$300 M
|
| Gladius Capital Management LP |
2026 Q2
|
7/30/2026 |
29
|
$1.7 B
|
| Cornerstone Planning, LLC |
2026 Q2
|
7/30/2026 |
136
|
$430 M
|
| Chicago Partners Investment Group LLC |
2026 Q2
|
7/30/2026 |
1,639
|
$5.0 B
|
| Planning Center, Inc. |
2026 Q2
|
7/30/2026 |
84
|
$1.1 B
|
| John A. Wolfe & Associates, Inc. |
2026 Q2
|
7/30/2026 |
42
|
$73 M
|
| Keeler Thomas Management LLC |
2026 Q2
|
7/30/2026 |
135
|
$280 M
|
| Quantum Private Wealth, LLC |
2026 Q2
|
7/29/2026 |
171
|
$390 M
|
| CORRADO ADVISORS, LLC |
2026 Q2
|
7/29/2026 |
120
|
$220 M
|
| VIRTUE ASSET MANAGEMENT LLC |
2026 Q2
|
7/29/2026 |
108
|
$140 M
|
| TPG Advisors LLC |
2026 Q2
|
7/29/2026 |
116
|
$180 M
|
| Wealth Forward, LLC |
2026 Q2
|
7/29/2026 |
49
|
$200 M
|
| Cornerstone Wealth, LLC/TN |
2026 Q2
|
7/29/2026 |
102
|
$200 M
|
| SAWGRASS ASSET MANAGEMENT LLC |
2026 Q2
|
7/29/2026 |
193
|
$760 M
|
| Family Capital Trust Co |
2026 Q2
|
7/29/2026 |
62
|
$290 M
|
| BANK OF STOCKTON |
2026 Q2
|
7/29/2026 |
137
|
$360 M
|
| Luminvest Wealth Management LLC |
2026 Q2
|
7/29/2026 |
58
|
$430 M
|
| 93 Financial Group, LLC |
2026 Q2
|
7/29/2026 |
9
|
$250 M
|
| Curtis Advisory Group, LLC |
2026 Q2
|
7/29/2026 |
117
|
$510 M
|
| STOLZ & ASSOCIATES, PS |
2026 Q2
|
7/29/2026 |
32
|
$160 M
|
| I.G.Y. Ltd |
2026 Q2
|
7/29/2026 |
3
|
$250 M
|
| CHESAPEAKE CAPITAL CORP /IL/ |
2026 Q2
|
7/29/2026 |
169
|
$190 M
|
| Cushing Capital Partners, LLC |
2026 Q2
|
7/29/2026 |
99
|
$150 M
|
| Ipsen Advisor Group LLC |
2026 Q2
|
7/29/2026 |
107
|
$160 M
|
| Signature Wealth Management Partners, LLC |
2026 Q2
|
7/29/2026 |
122
|
$210 M
|
| Obermeyer Wealth Partners |
2026 Q2
|
7/29/2026 |
302
|
$2.4 B
|
| Hapanowicz & Associates Financial Services, Inc |
2026 Q2
|
7/29/2026 |
37
|
$320 M
|
| Avestar Capital, LLC |
2026 Q2
|
7/29/2026 |
544
|
$1.8 B
|
| Navigation Group, LLC |
2026 Q2
|
7/29/2026 |
121
|
$510 M
|
| Rice Partnership, LLC |
2026 Q2
|
7/29/2026 |
171
|
$820 M
|
| ETF Store, Inc. |
2026 Q2
|
7/29/2026 |
114
|
$120 M
|
| REICON WEALTH ADVISORS, LLC |
2026 Q2
|
7/29/2026 |
93
|
$160 M
|
| Independent Solutions Wealth Management, LLC |
2026 Q2
|
7/29/2026 |
194
|
$770 M
|
| Darrow Company, Inc. |
2026 Q2
|
7/29/2026 |
58
|
$260 M
|
| Longbow Finance SA |
2026 Q2
|
7/29/2026 |
59
|
$780 M
|
| IRIDIAN ASSET MANAGEMENT LLC/CT |
2026 Q2
|
7/29/2026 |
45
|
$290 M
|
| Invera Wealth Advisors, LLC |
2026 Q2
|
7/29/2026 |
132
|
$190 M
|
| Junk Investment Group, LLC |
2026 Q2
|
7/29/2026 |
97
|
$230 M
|
| PW Nova Financial Services LLC |
2026 Q2
|
7/29/2026 |
208
|
$470 M
|
| Able Wealth Management LLC |
2026 Q2
|
7/29/2026 |
182
|
$440 M
|
| Marks Wealth, LLC |
2026 Q2
|
7/29/2026 |
19
|
$460 M
|
| Beacon Capital Management, LLC |
2026 Q2
|
7/29/2026 |
175
|
$680 M
|
| R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC |
2026 Q2
|
7/29/2026 |
39
|
$190 M
|
| SilverOak Wealth Management LLC |
2026 Q2
|
7/29/2026 |
126
|
$780 M
|
| Westfuller Advisors, LLC |
2026 Q2
|
7/29/2026 |
770
|
$270 M
|
| Centerpoint Advisory Group |
2026 Q2
|
7/29/2026 |
117
|
$160 M
|
| High Net Worth Advisory Group LLC |
2026 Q2
|
7/29/2026 |
250
|
$470 M
|
| Wright Wealth LLC |
2026 Q2
|
7/29/2026 |
73
|
$170 M
|
| PRIMORIS WEALTH ADVISORS, LLC |
2026 Q2
|
7/29/2026 |
125
|
$220 M
|
| RAM Investment Partners, LLC |
2026 Q2
|
7/29/2026 |
127
|
$630 M
|
| TCI Wealth Advisors, Inc. |
2026 Q2
|
7/29/2026 |
266
|
$2.3 B
|
| HUDSON EDGE INVESTMENT PARTNERS INC. |
2026 Q2
|
7/29/2026 |
123
|
$730 M
|
| Jacobsen Capital Management |
2026 Q2
|
7/29/2026 |
126
|
$340 M
|
| Paragon Advisors, LLC |
2026 Q2
|
7/29/2026 |
77
|
$480 M
|
| Nicholson Wealth Management Group, LLC |
2026 Q2
|
7/29/2026 |
111
|
$170 M
|
| HOURGLASS CAPITAL, LLC |
2026 Q2
|
7/29/2026 |
127
|
$450 M
|
| Saiph Capital, LLC |
2026 Q2
|
7/29/2026 |
131
|
$330 M
|
| TIFF ADVISORY SERVICES, LLC |
2026 Q2
|
7/29/2026 |
19
|
$410 M
|
| Ethic Inc. |
2026 Q2
|
7/29/2026 |
1,358
|
$8.0 B
|
| ES4, LLC |
2026 Q2
|
7/29/2026 |
32
|
$190 M
|
| Solutions 4 Wealth, Ltd |
2026 Q2
|
7/29/2026 |
58
|
$77 M
|
| Wingate Wealth Advisors, Inc. |
2026 Q2
|
7/29/2026 |
127
|
$230 M
|
| CULLINAN ASSOCIATES INC |
2026 Q2
|
7/29/2026 |
204
|
$1.3 B
|
| Main Street Research LLC |
2026 Q2
|
7/29/2026 |
140
|
$2.1 B
|
| DUPONT CAPITAL MANAGEMENT CORP |
2026 Q2
|
7/29/2026 |
41
|
$2.2 M
|
| VALLEY NATIONAL ADVISERS INC |
2026 Q2
|
7/29/2026 |
1,057
|
$900 M
|
| USAdvisors Wealth Management, LLC |
2026 Q2
|
7/29/2026 |
144
|
$350 M
|
| Corundum Trust Company, INC |
2026 Q2
|
7/29/2026 |
28
|
$37 M
|
| Stegent Equity Advisors, Inc. |
2026 Q2
|
7/29/2026 |
112
|
$140 M
|