| TradeWell Securities, LLC. |
2026 Q2
|
7/28/2026 |
52
|
$280 M
|
| AXIS CAPITAL HOLDINGS LTD |
2026 Q2
|
7/28/2026 |
3
|
$310 M
|
| CADINHA & CO LLC |
2026 Q2
|
7/28/2026 |
107
|
$680 M
|
| Hudson Canyon Capital Management |
2026 Q2
|
7/28/2026 |
50
|
$190 M
|
| NewSquare Capital LLC |
2026 Q2
|
7/28/2026 |
236
|
$1.4 B
|
| Kane Co Wealth Management, Inc. |
2026 Q2
|
7/28/2026 |
53
|
$130 M
|
| Verity & Verity, LLC |
2026 Q2
|
7/28/2026 |
200
|
$1.5 B
|
| DEFINED WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/28/2026 |
115
|
$190 M
|
| Prudent Man Investment Management, Inc. |
2026 Q2
|
7/28/2026 |
169
|
$290 M
|
| Cairn Investment Group, Inc. |
2026 Q2
|
7/28/2026 |
65
|
$230 M
|
| Heronetta Management, L.P. |
2026 Q2
|
7/28/2026 |
15
|
$110 M
|
| Focused Investors LLC |
2026 Q2
|
7/28/2026 |
23
|
$3.0 B
|
| P.A.W. CAPITAL CORP |
2026 Q2 - NEW HOLDINGS
|
7/28/2026 |
1
|
$2.2 M
|
| North Star Investment Management Corp. |
2026 Q2
|
7/28/2026 |
1,733
|
$1.8 B
|
| Mercato Management Legacy, LLC |
2026 Q2
|
7/28/2026 |
1
|
$57 M
|
| Campion Asset Management |
2026 Q2
|
7/28/2026 |
83
|
$160 M
|
| Richard C. Young & CO., LTD. |
2026 Q2
|
7/28/2026 |
101
|
$1.4 B
|
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT |
2026 Q2
|
7/28/2026 |
73
|
$2.2 B
|
| A4 Wealth Advisors LLC |
2026 Q2
|
7/28/2026 |
92
|
$150 M
|
| Marino Management, LLC |
2026 Q2
|
7/28/2026 |
11
|
$480 M
|
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC |
2026 Q2
|
7/28/2026 |
182
|
$410 M
|
| MBA Advisors LLC |
2026 Q2
|
7/28/2026 |
166
|
$300 M
|
| Burkett Asset Management Ltd |
2026 Q2
|
7/28/2026 |
59
|
$110 M
|
| Fonville Wealth Management LLC |
2026 Q2
|
7/28/2026 |
147
|
$610 M
|
| SUMMIT WEALTH GROUP LLC / CO |
2026 Q2
|
7/28/2026 |
396
|
$1.2 B
|
| Meiji Yasuda America Inc |
2026 Q2
|
7/28/2026 |
57
|
$600 M
|
| Atria Investments, Inc |
2026 Q2
|
7/28/2026 |
2,111
|
$10 B
|
| P.A.W. CAPITAL CORP |
2026 Q2 - RESTATEMENT
|
7/28/2026 |
64
|
$130 M
|
| Midwest Heritage Bank, FSB |
2026 Q2
|
7/28/2026 |
53
|
$350 M
|
| JIM SAULNIER & ASSOCIATES, LLC |
2026 Q2
|
7/28/2026 |
152
|
$250 M
|
| Axis Wealth Partners, LLC |
2026 Q2
|
7/28/2026 |
214
|
$210 M
|
| Argyle Capital Management, LLC |
2026 Q2
|
7/28/2026 |
138
|
$350 M
|
| GARRISON BRADFORD & ASSOCIATES INC |
2026 Q2
|
7/28/2026 |
35
|
$92 M
|
| REVERENCE CAPITAL PARTNERS, L.P. |
2026 Q2
|
7/28/2026 |
1
|
$540 M
|
| DUNCKER STREETT & CO INC |
2026 Q2
|
7/28/2026 |
521
|
$590 M
|
| BCM ADVISORS, LLC |
2026 Q2
|
7/28/2026 |
80
|
$510 M
|
| Luken Investment Analytics, LLC |
2026 Q2
|
7/28/2026 |
170
|
$290 M
|
| Sugar Maple Asset Management, LLC |
2026 Q2
|
7/28/2026 |
81
|
$160 M
|
| Heathbridge Capital Management Ltd. |
2026 Q2
|
7/28/2026 |
28
|
$290 M
|
| Avantax Planning Partners, Inc. |
2026 Q2
|
7/28/2026 |
454
|
$4.0 B
|
| Fairbanks Capital Management, Inc. |
2026 Q2
|
7/28/2026 |
49
|
$170 M
|
| McKinley Carter Wealth Services, Inc. |
2026 Q2
|
7/28/2026 |
322
|
$1.9 B
|
| Armstrong, Fleming & Moore, Inc |
2026 Q2
|
7/28/2026 |
115
|
$300 M
|
| WOODWARD DIVERSIFIED CAPITAL, LLC |
2026 Q2
|
7/28/2026 |
181
|
$230 M
|
| ALLSTREET CAPITAL ADVISORS LLC |
2026 Q2
|
7/28/2026 |
68
|
$150 M
|
| Rooted Wealth Advisors, Inc. |
2026 Q2
|
7/28/2026 |
149
|
$410 M
|
| Stephenson & Company, Inc. |
2026 Q2
|
7/28/2026 |
50
|
$210 M
|
| ALLSTREET CAPITAL ADVISORS LLC |
2025 Q4
|
7/28/2026 |
66
|
$140 M
|
| Astoria Portfolio Advisors LLC. |
2026 Q2
|
7/28/2026 |
360
|
$590 M
|
| DMC Group, LLC |
2026 Q2
|
7/28/2026 |
128
|
$150 M
|
| William Allan Corp |
2026 Q2
|
7/28/2026 |
62
|
$200 M
|
| GW HENSSLER & ASSOCIATES LTD |
2026 Q2
|
7/28/2026 |
268
|
$2.2 B
|
| PLIMOTH TRUST CO LLC |
2026 Q2
|
7/28/2026 |
327
|
$500 M
|
| ASSET PLANNING SERVICES INC /LA/ /ADV |
2026 Q2
|
7/28/2026 |
36
|
$240 M
|
| Retirement Systems of Alabama |
2026 Q2
|
7/28/2026 |
950
|
$33 B
|
| BARNES PETTEY FINANCIAL ADVISORS, LLC |
2026 Q2
|
7/28/2026 |
175
|
$320 M
|
| Anchor Capital Management Group Inc |
2026 Q2
|
7/28/2026 |
16
|
$150 M
|
| One River Asset Management, LLC |
2026 Q2
|
7/28/2026 |
250
|
$310 M
|
| FLP Wealth Management, LLC |
2026 Q2
|
7/28/2026 |
65
|
$56 M
|
| Baker Avenue Asset Management, LP |
2026 Q2
|
7/28/2026 |
827
|
$5.3 B
|
| Ducere Wealth Management LLC |
2026 Q2
|
7/28/2026 |
135
|
$330 M
|
| W.G. Shaheen & Associates DBA Whitney & Co |
2026 Q2
|
7/28/2026 |
179
|
$1.4 B
|
| GREENHAVEN ASSOCIATES INC |
2026 Q2
|
7/28/2026 |
28
|
$8.7 B
|
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV |
2026 Q2
|
7/28/2026 |
100
|
$110 M
|
| AXXCESS WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/28/2026 |
1,051
|
$6.3 B
|
| Paragon Private Wealth Management, LLC |
2026 Q2
|
7/28/2026 |
373
|
$380 M
|
| Vericrest Private Wealth |
2026 Q2
|
7/28/2026 |
46
|
$110 M
|
| Elm Partners Management LLC |
2026 Q2
|
7/28/2026 |
161
|
$2.8 B
|
| DAHRING | CUSMANO LLC |
2026 Q2
|
7/28/2026 |
62
|
$190 M
|
| FINANCIAL LIFE ADVISORS |
2026 Q2
|
7/28/2026 |
61
|
$350 M
|
| SPROTT INC. |
2026 Q2
|
7/28/2026 |
268
|
$3.2 B
|
| McGinn Penninger Investment Management, Inc. |
2026 Q2
|
7/28/2026 |
38
|
$160 M
|
| TWIN FOCUS CAPITAL PARTNERS, LLC |
2026 Q2
|
7/28/2026 |
170
|
$980 M
|
| Costello Asset Management, INC |
2026 Q2
|
7/28/2026 |
710
|
$330 M
|
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE |
2026 Q2
|
7/28/2026 |
59
|
$360 M
|
| Elemental Capital Partners LLC |
2026 Q2
|
7/28/2026 |
12
|
$480 M
|
| WEDBUSH SECURITIES INC |
2026 Q2
|
7/28/2026 |
1,309
|
$3.9 B
|
| Midwest Capital Advisors, LLC |
2026 Q2
|
7/28/2026 |
210
|
$250 M
|
| RAHLFS CAPITAL, LLC |
2026 Q2
|
7/28/2026 |
86
|
$140 M
|
| Atlas Wealth LLC |
2026 Q2
|
7/28/2026 |
178
|
$700 M
|
| FWG Investments, LLC. |
2026 Q2
|
7/28/2026 |
116
|
$190 M
|
| Liquid Strategies, LLC |
2026 Q2
|
7/28/2026 |
7
|
$730 M
|
| CMG Global Holdings, LLC |
2026 Q2
|
7/28/2026 |
100
|
$240 M
|
| D'Orazio & Associates, Inc. |
2026 Q2
|
7/28/2026 |
322
|
$860 M
|
| VESTOR CAPITAL, LLC |
2026 Q2
|
7/28/2026 |
277
|
$1.6 B
|
| SIGMA INVESTMENT COUNSELORS INC |
2026 Q2
|
7/28/2026 |
218
|
$2.1 B
|
| Howard Capital Management, LLC |
2026 Q2
|
7/28/2026 |
423
|
$8.4 B
|
| 25 LLC |
2026 Q2
|
7/28/2026 |
80
|
$370 M
|
| Sepio Capital, LP |
2026 Q2
|
7/28/2026 |
346
|
$2.0 B
|
| RHODES INVESTMENT ADVISORS INC /ADV |
2026 Q2
|
7/28/2026 |
127
|
$140 M
|
| Advisor Resource Council |
2026 Q2
|
7/28/2026 |
276
|
$350 M
|
| Financial Planning Navigators CORP |
2026 Q2
|
7/28/2026 |
70
|
$270 M
|
| MacKay Shields LLC |
2026 Q2
|
7/28/2026 |
306
|
$3.0 B
|
| RPOA Advisors, Inc. |
2026 Q2
|
7/28/2026 |
7
|
$3.5 B
|
| Brown Financial Advisory |
2026 Q2
|
7/28/2026 |
49
|
$240 M
|
| Community Bank of Raymore |
2026 Q2
|
7/28/2026 |
125
|
$170 M
|
| GuidedMoney, LLC |
2026 Q2
|
7/28/2026 |
34
|
$220 M
|
| North Berkeley Wealth Management, LLC |
2026 Q2
|
7/28/2026 |
77
|
$250 M
|
| Atlas Venture Advisors, Inc. |
2026 Q2
|
7/28/2026 |
3
|
$140 M
|
| Lorne Steinberg Wealth Management Inc. |
2026 Q2
|
7/28/2026 |
72
|
$490 M
|