| Ashton Thomas Private Wealth, LLC |
2026 Q2
|
7/29/2026 |
1,606
|
$4.8 B
|
| FAS Wealth Partners, Inc. |
2026 Q2
|
7/29/2026 |
520
|
$1.9 B
|
| GERBER, LLC |
2026 Q2
|
7/29/2026 |
96
|
$210 M
|
| Elgethun Capital Management |
2026 Q2
|
7/29/2026 |
174
|
$720 M
|
| Waterloo Capital, L.P. |
2026 Q2
|
7/29/2026 |
560
|
$1.8 B
|
| Industrial Alliance Investment Management Inc. |
2026 Q2
|
7/29/2026 |
8
|
$210 M
|
| Gilliland Jeter Wealth Management LLC |
2026 Q2
|
7/29/2026 |
195
|
$380 M
|
| Compagnie Lombard Odier SCmA |
2026 Q2
|
7/29/2026 |
717
|
$9.2 B
|
| iA Global Asset Management Inc. |
2026 Q2
|
7/29/2026 |
465
|
$8.4 B
|
| BOURNE LENT ASSET MANAGEMENT INC |
2026 Q2
|
7/29/2026 |
65
|
$290 M
|
| Cornerstone Planning Group LLC |
2026 Q2
|
7/29/2026 |
1,867
|
$790 M
|
| Aspire Growth Partners LLC |
2026 Q2
|
7/29/2026 |
128
|
$170 M
|
| NBT BANK, N.A. |
2026 Q2
|
7/29/2026 |
1,561
|
$1.5 B
|
| Prosperity Advisers, LLC |
2026 Q2
|
7/29/2026 |
44
|
$140 M
|
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV |
2026 Q2
|
7/29/2026 |
172
|
$690 M
|
| AMG Asset Management Group, Inc. |
2026 Q2
|
7/29/2026 |
92
|
$160 M
|
| COMMONWEALTH EQUITY SERVICES, LLC |
2026 Q2
|
7/29/2026 |
4,415
|
$80 B
|
| CULBERTSON A N & CO INC |
2026 Q2
|
7/29/2026 |
140
|
$860 M
|
| Cordatus Wealth Management LLC |
2026 Q2
|
7/29/2026 |
168
|
$460 M
|
| Solano Wealth Investment Advisors LLC |
2026 Q2
|
7/29/2026 |
35
|
$220 M
|
| MV CAPITAL MANAGEMENT, INC. |
2026 Q2
|
7/29/2026 |
1,200
|
$1.0 B
|
| Treasure Coast Financial Planning |
2026 Q2
|
7/29/2026 |
48
|
$210 M
|
| Kintegral Advisory, LLC |
2026 Q2
|
7/29/2026 |
234
|
$1.2 B
|
| FF Advisors,LLC |
2026 Q2
|
7/29/2026 |
123
|
$270 M
|
| Verde Servicos Internacionais S.A. |
2026 Q2
|
7/29/2026 |
49
|
$270 M
|
| Heritage Investment Group, Inc. |
2026 Q2
|
7/29/2026 |
135
|
$740 M
|
| ROBINSON SMITH WEALTH ADVISORS LLC |
2026 Q2
|
7/29/2026 |
98
|
$170 M
|
| Disciplined Equity Management, Inc. |
2026 Q2
|
7/29/2026 |
45
|
$230 M
|
| Richwood Investment Advisors, LLC |
2026 Q2
|
7/29/2026 |
106
|
$140 M
|
| LOWERY THOMAS, LLC |
2026 Q2
|
7/29/2026 |
57
|
$200 M
|
| MASTERCARD FOUNDATION ASSET MANAGEMENT CORP |
2026 Q2
|
7/29/2026 |
3
|
$32 B
|
| Robertson Stephens Wealth Management, LLC |
2026 Q2
|
7/29/2026 |
645
|
$4.1 B
|
| Avantra Family Wealth, Inc. |
2026 Q2
|
7/29/2026 |
165
|
$160 M
|
| Rubicon Advisors, GP |
2026 Q2
|
7/29/2026 |
86
|
$140 M
|
| Clayton, Dubilier & Rice, LLC |
2026 Q2
|
7/29/2026 |
2
|
$890 M
|
| Klingman & Associates, LLC |
2026 Q2
|
7/29/2026 |
350
|
$2.3 B
|
| MayTech Global Investments, LLC |
2026 Q2
|
7/29/2026 |
22
|
$900 M
|
| SOUTHERN FARM BUREAU LIFE INSURANCE |
2026 Q2
|
7/29/2026 |
15
|
$1.0 B
|
| Dean, Jacobson Financial Services, LLC |
2026 Q2
|
7/29/2026 |
22
|
$180 M
|
| Genus Capital Management Inc. |
2026 Q2
|
7/29/2026 |
204
|
$1.0 B
|
| EDMP, INC. |
2026 Q2
|
7/29/2026 |
70
|
$120 M
|
| Moment Partners, LLC |
2026 Q2
|
7/29/2026 |
101
|
$550 M
|
| Triodos Investment Management BV |
2026 Q2
|
7/29/2026 |
50
|
$1.6 B
|
| Avalon Advisory Group |
2026 Q2
|
7/29/2026 |
14
|
$270 M
|
| Alteri Wealth LLC |
2026 Q2
|
7/29/2026 |
296
|
$360 M
|
| Slagle Financial, LLC |
2026 Q2
|
7/29/2026 |
127
|
$330 M
|
| NWF Advisory Services Inc. |
2026 Q2
|
7/29/2026 |
456
|
$1.1 B
|
| SOL Capital Management CO |
2026 Q2
|
7/29/2026 |
1
|
$0
|
| SOL Capital Management CO |
2026 Q1 - RESTATEMENT
|
7/29/2026 |
1
|
$0
|
| BEACON ADVISORS HOLDINGS, LLC |
2026 Q2
|
7/29/2026 |
37
|
$200 M
|
| Sagewood Asset Management LP |
2026 Q2
|
7/29/2026 |
432
|
$440 M
|
| Metatron Capital SICAV plc - Metatron Long Term Equity Fund |
2026 Q2
|
7/29/2026 |
65
|
$220 M
|
| CapitalatWork S.A. |
2026 Q1 - RESTATEMENT
|
7/29/2026 |
92
|
$3.4 B
|
| Value Base Ltd. |
2026 Q2
|
7/29/2026 |
8
|
$160 M
|
| Eurizon Capital SGR S.p.A. |
2026 Q2
|
7/29/2026 |
1,237
|
$37 B
|
| Values First Advisors, Inc. |
2026 Q2
|
7/29/2026 |
469
|
$220 M
|
| Kathmere Capital Management, LLC |
2026 Q2
|
7/29/2026 |
680
|
$1.9 B
|
| Vectors Research Management, LLC |
2026 Q2
|
7/29/2026 |
148
|
$380 M
|
| Miller Financial Services LLC |
2026 Q2
|
7/29/2026 |
148
|
$120 M
|
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND |
2026 Q2
|
7/29/2026 |
525
|
$21 B
|
| Banco Santander, S.A. |
2026 Q2
|
7/29/2026 |
929
|
$16 B
|
| Analyst IMS Investment Management Services Ltd. |
2026 Q2
|
7/29/2026 |
223
|
$4.3 B
|
| Harel Insurance Investments & Financial Services Ltd. |
2026 Q2
|
7/29/2026 |
535
|
$21 B
|
| Resona Asset Management Co.,Ltd. |
2026 Q2
|
7/29/2026 |
786
|
$21 B
|
| MCDONALD CAPITAL INVESTORS INC/CA |
2026 Q2
|
7/29/2026 |
20
|
$1.4 B
|
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND |
2026 Q2
|
7/29/2026 |
1,509
|
$9.3 B
|
| NVWM, LLC |
2026 Q2
|
7/29/2026 |
992
|
$500 M
|
| Fund Resources Investment Holding Group Co Ltd |
2026 Q2
|
7/29/2026 |
7
|
$820 M
|
| Aware Super Pty Ltd as trustee of Aware Super |
2026 Q2
|
7/29/2026 |
236
|
$7.1 B
|
| Fund Resources Investment Holding Group Co Ltd |
2026 Q2 - RESTATEMENT
|
7/29/2026 |
7
|
$820 M
|
| Funde Sino Life Insurance Co Ltd |
2026 Q2
|
7/29/2026 |
7
|
$310 M
|
| Haven Private, LLC |
2026 Q2
|
7/29/2026 |
171
|
$260 M
|
| Clear Point Advisors Inc. |
2026 Q2
|
7/29/2026 |
93
|
$110 M
|
| Powell Investment Advisors, LLC |
2026 Q2
|
7/29/2026 |
167
|
$320 M
|
| Highlander Partners, L.P. |
2026 Q2
|
7/29/2026 |
46
|
$300 M
|
| Kovack Advisors, Inc. |
2026 Q2
|
7/29/2026 |
1,070
|
$2.1 B
|
| New England Professional Planning Group Inc. |
2026 Q2
|
7/29/2026 |
50
|
$270 M
|
| Meramec Financial Planners, LLC |
2026 Q2
|
7/29/2026 |
581
|
$270 M
|
| HARTLINE INVESTMENT CORP/ |
2026 Q2
|
7/29/2026 |
115
|
$1.1 B
|
| MRWM Advisors, LLC |
2026 Q2
|
7/29/2026 |
80
|
$240 M
|
| Pullen Investment Management, LLC |
2026 Q2
|
7/29/2026 |
98
|
$220 M
|
| Advocate Investing Services LLC |
2026 Q2
|
7/29/2026 |
460
|
$130 M
|
| VICTORY FINANCIAL GROUP, LLC |
2026 Q2
|
7/29/2026 |
399
|
$950 M
|
| RED CRANE WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/29/2026 |
79
|
$140 M
|
| Clark Wealth Partners |
2026 Q2
|
7/28/2026 |
571
|
$180 M
|
| First Nebraska Trust Co |
2012 Q1
|
7/28/2026 |
92
|
$240 M
|
| Alessandra Capital Management, LLC |
2026 Q2
|
7/28/2026 |
127
|
$140 M
|
| ANGELES WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/28/2026 |
632
|
$2.2 B
|
| Verger Capital Management LLC |
2026 Q2
|
7/28/2026 |
13
|
$340 M
|
| Iowa State Bank |
2026 Q2
|
7/28/2026 |
120
|
$600 M
|
| Sciencast Management LP |
2026 Q2
|
7/28/2026 |
235
|
$480 M
|
| Total Wealth Planning & Management, Inc. |
2026 Q2
|
7/28/2026 |
215
|
$150 M
|
| WESTCO ADVISORY SERVICES INC /ADV |
2026 Q2
|
7/28/2026 |
99
|
$170 M
|
| Seek First Inc. |
2026 Q2
|
7/28/2026 |
67
|
$160 M
|
| Vivid Wealth Management, LLC |
2026 Q2
|
7/28/2026 |
73
|
$280 M
|
| Hamilton Point Investment Advisors, LLC |
2026 Q2
|
7/28/2026 |
193
|
$710 M
|
| Bosman Wealth Management, LLC |
2026 Q2
|
7/28/2026 |
56
|
$160 M
|
| First Nebraska Trust Co |
2012 Q2
|
7/28/2026 |
93
|
$240 M
|
| Tepp RIA, LLC |
2026 Q2
|
7/28/2026 |
49
|
$150 M
|
| NORTHSTAR ASSET MANAGEMENT INC |
2026 Q2
|
7/28/2026 |
91
|
$340 M
|