| Aventus Investment Advisors, Inc. |
2026 Q2
|
7/24/2026 |
157
|
$140 M
|
| Nicholas Wealth, LLC. |
2026 Q2
|
7/24/2026 |
127
|
$180 M
|
| Sawyer & Company, Inc |
2025 Q2 - NEW HOLDINGS
|
7/24/2026 |
202
|
$300 M
|
| PERKINS CAPITAL MANAGEMENT INC |
2026 Q2
|
7/24/2026 |
79
|
$130 M
|
| Leisure Capital Management |
2026 Q2
|
7/24/2026 |
160
|
$320 M
|
| RJA Asset Management LLC |
2026 Q2
|
7/24/2026 |
4
|
$320 M
|
| CrossGen Wealth, LLC |
2026 Q2
|
7/24/2026 |
214
|
$130 M
|
| Walleye Partners, LLC |
2026 Q2
|
7/24/2026 |
59
|
$88 M
|
| Fairway Wealth LLC |
2026 Q2
|
7/24/2026 |
239
|
$440 M
|
| Nilsine Partners, LLC |
2026 Q2
|
7/24/2026 |
433
|
$1.4 B
|
| Roof Eidam Maycock Peralta, LLC |
2026 Q2
|
7/24/2026 |
127
|
$510 M
|
| Taylor Financial Group, Inc. |
2026 Q2
|
7/24/2026 |
103
|
$180 M
|
| Future Financial Wealth Managment LLC |
2026 Q2
|
7/24/2026 |
132
|
$160 M
|
| Private Capital Advisors, Inc. |
2026 Q2
|
7/24/2026 |
76
|
$1.1 B
|
| Rockline Wealth Management, LLC |
2026 Q2
|
7/24/2026 |
107
|
$520 M
|
| Intrua Financial, LLC |
2026 Q2
|
7/24/2026 |
495
|
$1.1 B
|
| Pillar Financial Advisors, LLC |
2026 Q2
|
7/24/2026 |
114
|
$190 M
|
| Grandview Asset Management LLC |
2026 Q2
|
7/24/2026 |
146
|
$400 M
|
| Sage Financial Management Group, Inc. |
2026 Q2
|
7/24/2026 |
61
|
$360 M
|
| ARWA LLC |
2026 Q2
|
7/24/2026 |
139
|
$240 M
|
| Trevian Wealth Management LLC |
2026 Q2
|
7/24/2026 |
45
|
$230 M
|
| Latko Wealth Management, Ltd. |
2026 Q2
|
7/24/2026 |
37
|
$240 M
|
| Milestones Private Investment Advisors LLC |
2026 Q2
|
7/24/2026 |
77
|
$130 M
|
| Skylands Capital, LLC |
2026 Q2
|
7/24/2026 |
166
|
$810 M
|
| Carnegie Lake Advisors LLC |
2026 Q2
|
7/24/2026 |
168
|
$270 M
|
| Meridian Financial Partners LLC |
2026 Q2
|
7/24/2026 |
119
|
$290 M
|
| Savoir Faire Capital Management, L.P. |
2026 Q2
|
7/24/2026 |
43
|
$160 M
|
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. |
2026 Q2
|
7/24/2026 |
184
|
$1.5 B
|
| Braun-Bostich & Associates Inc. |
2026 Q2
|
7/24/2026 |
135
|
$180 M
|
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT |
2026 Q2
|
7/24/2026 |
85
|
$350 M
|
| Berkeley, Inc |
2026 Q2
|
7/24/2026 |
86
|
$320 M
|
| Diligent Investors, LLC |
2026 Q2
|
7/24/2026 |
357
|
$450 M
|
| Virtus Wealth Solutions LLC |
2026 Q2
|
7/24/2026 |
53
|
$730 M
|
| BLUE JEAN FINANCIAL LLC |
2026 Q2
|
7/24/2026 |
70
|
$140 M
|
| Well Done, LLC |
2026 Q2
|
7/24/2026 |
202
|
$740 M
|
| GEN Financial Management, INC. |
2026 Q2
|
7/24/2026 |
42
|
$170 M
|
| CORA CAPITAL ADVISORS LLC |
2026 Q2
|
7/24/2026 |
145
|
$360 M
|
| Quilter Plc |
2026 Q2
|
7/24/2026 |
248
|
$6.6 B
|
| Walser Wealth Management Company, A Ltd Liability Co |
2026 Q2
|
7/24/2026 |
215
|
$240 M
|
| Milestones Administradora de Recursos Ltda. |
2026 Q2
|
7/24/2026 |
21
|
$520 M
|
| Integras Partners LLC |
2026 Q2
|
7/24/2026 |
100
|
$180 M
|
| Mascoma Wealth Management LLC |
2026 Q2
|
7/24/2026 |
609
|
$540 M
|
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC |
2026 Q2
|
7/24/2026 |
308
|
$130 M
|
| Penn Mutual Asset Management |
2026 Q2
|
7/24/2026 |
9
|
$19 M
|
| RATIONAL ADVISORS, INC. |
2026 Q2
|
7/24/2026 |
231
|
$1.1 B
|
| AlphaCentric Advisors LLC |
2026 Q2
|
7/24/2026 |
261
|
$120 M
|
| Woodside Wealth Management LLC |
2026 Q2
|
7/24/2026 |
45
|
$140 M
|
| Catalyst Capital Advisors LLC |
2026 Q2
|
7/24/2026 |
489
|
$6.0 B
|
| RiverPark Advisors, LLC |
2026 Q2
|
7/24/2026 |
161
|
$220 M
|
| Stegner Investment Associates Inc. |
2026 Q2
|
7/24/2026 |
31
|
$210 M
|
| Wagner Wealth Management, LLC |
2026 Q2
|
7/24/2026 |
282
|
$540 M
|
| Bank Pictet & Cie (Europe) AG |
2026 Q2
|
7/24/2026 |
211
|
$5.1 B
|
| Gray Private Wealth, LLC |
2026 Q2
|
7/24/2026 |
58
|
$230 M
|
| Provenance Wealth Advisors, LLC |
2026 Q2
|
7/24/2026 |
609
|
$1.0 B
|
| MIZUHO MARKETS AMERICAS LLC |
2026 Q2
|
7/24/2026 |
234
|
$6.4 B
|
| Munich Reinsurance Co Stock Corp in Munich |
2026 Q2
|
7/24/2026 |
164
|
$4.6 B
|
| Mizuho Markets Cayman LP |
2026 Q2
|
7/24/2026 |
95
|
$2.7 B
|
| MIZUHO SECURITIES USA LLC |
2026 Q2
|
7/24/2026 |
684
|
$4.2 B
|
| PICTET BANK & TRUST Ltd |
2026 Q2
|
7/24/2026 |
38
|
$93 M
|
| Martin Capital Advisors, LLP |
2026 Q2
|
7/24/2026 |
77
|
$190 M
|
| Corsicana & Co. |
2026 Q2
|
7/24/2026 |
309
|
$210 M
|
| Capital Asset Managemnet, LLC |
2026 Q2
|
7/24/2026 |
45
|
$44 M
|
| ARQ WEALTH ADVISORS, LLC |
2026 Q2
|
7/24/2026 |
209
|
$810 M
|
| Vestment Financial LLC |
2026 Q2
|
7/24/2026 |
41
|
$220 M
|
| Oath Planning, LLC |
2026 Q2
|
7/24/2026 |
71
|
$130 M
|
| UHLMANN PRICE SECURITIES, LLC |
2026 Q2
|
7/24/2026 |
349
|
$2.7 B
|
| Painted Porch Advisors LLC |
2026 Q2
|
7/24/2026 |
75
|
$230 M
|
| Pictet North America Advisors SA |
2026 Q2
|
7/24/2026 |
154
|
$1.1 B
|
| Quest 10 Wealth Builders, Inc. |
2026 Q2
|
7/24/2026 |
811
|
$130 M
|
| Guardian Wealth Management, LLC |
2026 Q2
|
7/24/2026 |
30
|
$360 M
|
| Echo Wealth Management, LLC |
2026 Q2
|
7/24/2026 |
47
|
$200 M
|
| CREDIT INDUSTRIEL ET COMMERCIAL |
2026 Q2
|
7/24/2026 |
338
|
$1.6 B
|
| FUKOKU MUTUAL LIFE INSURANCE Co |
2026 Q2
|
7/24/2026 |
256
|
$1.7 B
|
| Atle Fund Management AB |
2026 Q2
|
7/24/2026 |
39
|
$370 M
|
| MOUNT VERNON ASSOCIATES INC /MD/ |
2026 Q2
|
7/24/2026 |
62
|
$150 M
|
| LBP AM SA |
2026 Q2
|
7/24/2026 |
514
|
$10 B
|
| Aries Wealth Management |
2026 Q2
|
7/24/2026 |
242
|
$510 M
|
| Bright Futures Wealth Management, LLC. |
2026 Q2
|
7/24/2026 |
208
|
$150 M
|
| BENNETT SELBY INVESTMENTS LP |
2026 Q2
|
7/24/2026 |
85
|
$310 M
|
| ABSOLUTE CAPITAL MANAGEMENT, LLC |
2026 Q2
|
7/24/2026 |
162
|
$400 M
|
| COMGEST GLOBAL INVESTORS S.A.S. |
2026 Q2
|
7/24/2026 |
55
|
$4.5 B
|
| Capricorn Fund Managers Ltd |
2026 Q2
|
7/24/2026 |
178
|
$1.3 B
|
| CAISSE DES DEPOTS ET CONSIGNATIONS |
2026 Q2
|
7/24/2026 |
236
|
$5.9 B
|
| ONE WEALTH CAPITAL MANAGEMENT, LLC |
2026 Q2
|
7/24/2026 |
233
|
$360 M
|
| Taproot Management LP |
2026 Q2
|
7/24/2026 |
1
|
$0
|
| BANQUE PICTET & CIE SA |
2026 Q2
|
7/24/2026 |
333
|
$16 B
|
| Ameliora Wealth Management Ltd. |
2026 Q2
|
7/24/2026 |
229
|
$340 M
|
| Income Insurance Ltd |
2026 Q2
|
7/24/2026 |
184
|
$170 M
|
| BROADWATER CAPITAL MANAGEMENT LLC |
2026 Q2
|
7/24/2026 |
208
|
$140 M
|
| BROADWATER CAPITAL MANAGEMENT LLC |
2026 Q1
|
7/24/2026 |
211
|
$130 M
|
| Nationwide Fund Advisors |
2026 Q2
|
7/24/2026 |
8
|
$2.4 B
|
| Empire Life Investments Inc. |
2026 Q2
|
7/24/2026 |
113
|
$1.8 B
|
| Essex LLC |
2026 Q2
|
7/24/2026 |
180
|
$660 M
|
| E-L Financial Corp Ltd |
2026 Q2
|
7/24/2026 |
1
|
$1.2 B
|
| NAN FUNG TRINITY (HK) LTD |
2026 Q2
|
7/24/2026 |
55
|
$1.0 B
|
| SeaTown Holdings Pte. Ltd. |
2026 Q2
|
7/24/2026 |
15
|
$170 M
|
| SIGNATUREFD, LLC |
2026 Q2
|
7/23/2026 |
3,541
|
$7.5 B
|
| Leelyn Smith, LLC |
2026 Q2
|
7/23/2026 |
157
|
$820 M
|
| Malaga Cove Capital, LLC |
2026 Q2
|
7/23/2026 |
185
|
$310 M
|
| Rare Wolf Capital LLC |
2026 Q2
|
7/23/2026 |
120
|
$160 M
|