| PROVIDENT TRUST CO |
2026 Q2
|
7/28/2026 |
22
|
$4.8 B
|
| BRIAN LOW FINANCIAL GROUP, LLC |
2026 Q2
|
7/28/2026 |
116
|
$170 M
|
| Level Wealth Management LLC |
2026 Q2
|
7/28/2026 |
70
|
$250 M
|
| Davidson Capital Management Inc. |
2026 Q2
|
7/28/2026 |
96
|
$620 M
|
| BankPlus Trust Department |
2026 Q2
|
7/28/2026 |
514
|
$430 M
|
| Institute for Wealth Management, LLC. |
2026 Q2
|
7/28/2026 |
1,770
|
$1.1 B
|
| Grange Capital, LLC |
2026 Q2
|
7/28/2026 |
54
|
$110 M
|
| MIZUHO SECURITIES USA LLC |
2026 Q2 - NEW HOLDINGS
|
7/28/2026 |
690
|
$6.2 B
|
| Inlight Wealth Management, LLC |
2026 Q2
|
7/28/2026 |
62
|
$310 M
|
| STEEL GROVE CAPITAL ADVISORS, LLC |
2026 Q2
|
7/28/2026 |
226
|
$1.1 B
|
| Burford Brothers, Inc. |
2026 Q2
|
7/28/2026 |
182
|
$270 M
|
| Gilbert & Cook, Inc. |
2026 Q2
|
7/28/2026 |
229
|
$870 M
|
| Heritage Wealth Management, Inc. |
2026 Q2
|
7/28/2026 |
272
|
$400 M
|
| SIMON QUICK ADVISORS, LLC |
2026 Q2
|
7/28/2026 |
421
|
$2.5 B
|
| Purewater Capital LLC |
2026 Q2
|
7/28/2026 |
57
|
$140 M
|
| Mengis Capital Management, Inc. |
2026 Q2
|
7/28/2026 |
218
|
$660 M
|
| Kestra Advisory Services, LLC |
2026 Q2
|
7/28/2026 |
3,259
|
$31 B
|
| BHK Investment Advisors, LLC |
2026 Q2
|
7/28/2026 |
79
|
$330 M
|
| Steele Capital Management, Inc. |
2026 Q2
|
7/28/2026 |
85
|
$2.7 B
|
| Strategic Advisors LLC |
2026 Q2
|
7/28/2026 |
164
|
$460 M
|
| Maia Wealth LLC |
2026 Q2
|
7/28/2026 |
357
|
$680 M
|
| WESBANCO BANK INC |
2026 Q2
|
7/28/2026 |
1,337
|
$4.0 B
|
| Nikulski Financial, Inc. |
2026 Q2
|
7/28/2026 |
183
|
$460 M
|
| PRIVATE TRUST CO NA |
2026 Q2
|
7/28/2026 |
2,715
|
$1.3 B
|
| Raab & Moskowitz Asset Management LLC |
2026 Q2
|
7/28/2026 |
198
|
$500 M
|
| Bull Street Advisors, LLC |
2026 Q2
|
7/28/2026 |
95
|
$220 M
|
| Livet Wealth, LLC |
2026 Q2
|
7/28/2026 |
122
|
$170 M
|
| Z3 Capital Partners, LLC |
2026 Q2
|
7/28/2026 |
192
|
$480 M
|
| Rothschild & Co Wealth Management UK Ltd |
2026 Q2
|
7/28/2026 |
25
|
$6.9 B
|
| Intentional Wealth Strategies, LLC |
2026 Q2
|
7/28/2026 |
68
|
$110 M
|
| Share Andrew L. |
2026 Q2
|
7/28/2026 |
19
|
$190 M
|
| RPM Capital Partners, LLC |
2026 Q2
|
7/28/2026 |
1
|
$6.9 M
|
| KESTRA PRIVATE WEALTH SERVICES, LLC |
2026 Q2
|
7/28/2026 |
1,817
|
$9.1 B
|
| Villanova Investment Management Co LLC |
2026 Q2
|
7/28/2026 |
56
|
$110 M
|
| Channing Global Advisors, LLC |
2026 Q2
|
7/28/2026 |
41
|
$190 M
|
| PIPER SANDLER & CO. |
2026 Q2
|
7/28/2026 |
19
|
$130 M
|
| JMAC ENTERPRISES LLC |
2026 Q2
|
7/28/2026 |
122
|
$590 M
|
| MCDONALD PARTNERS LLC |
2026 Q2
|
7/28/2026 |
621
|
$410 M
|
| POINCIANA ADVISORS GROUP, LLC |
2026 Q2
|
7/28/2026 |
114
|
$130 M
|
| Lionshead Wealth Management, LLC |
2026 Q2
|
7/28/2026 |
112
|
$150 M
|
| Ascentis Wealth Management, LLC |
2026 Q2 - RESTATEMENT
|
7/28/2026 |
10,893
|
$650 M
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
2026 Q2
|
7/28/2026 |
2,262
|
$2.1 B
|
| BEAM WEALTH ADVISORS, INC. |
2026 Q2
|
7/28/2026 |
108
|
$400 M
|
| Trace Wealth Advisors, LLC |
2026 Q2
|
7/28/2026 |
69
|
$150 M
|
| Millennium Capital Advisors, LLC |
2026 Q2
|
7/28/2026 |
137
|
$180 M
|
| TLW Wealth Management, LLC |
2026 Q2
|
7/28/2026 |
20
|
$180 M
|
| EPG Wealth Management LLC |
2026 Q2
|
7/28/2026 |
318
|
$420 M
|
| CapWealth Advisors, LLC |
2026 Q2
|
7/28/2026 |
118
|
$1.5 B
|
| Prairiewood Capital, LLC |
2026 Q2
|
7/28/2026 |
81
|
$390 M
|
| Squire Investment Management Company, LLC |
2026 Q2
|
7/28/2026 |
89
|
$420 M
|
| Pinnacle Bancorp, Inc. |
2026 Q2
|
7/28/2026 |
921
|
$380 M
|
| Sterling Investment Advisors, Ltd. |
2026 Q2
|
7/28/2026 |
228
|
$600 M
|
| Sageworth Trust Co |
2026 Q2
|
7/28/2026 |
127
|
$2.5 B
|
| Canal Capital Management, LLC |
2026 Q2
|
7/28/2026 |
220
|
$820 M
|
| Lantern Wealth Advisors, LLC |
2026 Q2
|
7/28/2026 |
184
|
$220 M
|
| Erste Asset Management GmbH |
2026 Q2
|
7/28/2026 |
967
|
$13 B
|
| Bay Harbor Wealth Management, LLC |
2026 Q2
|
7/28/2026 |
1,293
|
$430 M
|
| Sageworth Trust Co of South Dakota |
2026 Q2
|
7/28/2026 |
61
|
$160 M
|
| Baldwin Investment Management, LLC |
2026 Q2
|
7/28/2026 |
231
|
$1.0 B
|
| CarsonAllaria Wealth Management, Ltd. |
2026 Q2
|
7/28/2026 |
71
|
$230 M
|
| DDFG, Inc |
2026 Q2
|
7/28/2026 |
92
|
$500 M
|
| Sowa Financial Group, Inc. |
2026 Q2
|
7/28/2026 |
29
|
$210 M
|
| GREENWOOD CAPITAL ASSOCIATES LLC |
2026 Q2
|
7/28/2026 |
284
|
$1.0 B
|
| American Capital Advisory, LLC |
2026 Q2
|
7/28/2026 |
1,164
|
$270 M
|
| Phillip James Consulting Co. |
2026 Q2
|
7/28/2026 |
401
|
$150 M
|
| Robeco Schweiz AG |
2026 Q2
|
7/28/2026 |
126
|
$6.2 B
|
| Guild Investment Management, Inc. |
2026 Q2
|
7/28/2026 |
59
|
$150 M
|
| Rosenthal | Henry Capital Advisors, Inc. |
2026 Q2
|
7/28/2026 |
48
|
$110 M
|
| Harbour Trust & Investment Management Co |
2026 Q2
|
7/28/2026 |
297
|
$1.0 B
|
| WealthPLAN Partners, LLC |
2026 Q2
|
7/28/2026 |
264
|
$520 M
|
| Tolleson Wealth Management, Inc. |
2026 Q1
|
7/28/2026 |
92
|
$690 M
|
| SIMA Wealth Partners, LLC |
2026 Q2
|
7/28/2026 |
145
|
$140 M
|
| Wise Wealth Partners |
2026 Q2
|
7/28/2026 |
43
|
$59 M
|
| 4Thought Financial Group Inc. |
2026 Q2
|
7/28/2026 |
99
|
$210 M
|
| WealthPlan Investment Management, LLC |
2026 Q2
|
7/28/2026 |
642
|
$2.0 B
|
| ROBERT WOOD JOHNSON FOUNDATION |
2026 Q2
|
7/28/2026 |
2
|
$81 M
|
| WEYBOSSET RESEARCH & MANAGEMENT LLC |
2026 Q2
|
7/28/2026 |
32
|
$380 M
|
| First Business Financial Services, Inc. |
2026 Q2
|
7/28/2026 |
201
|
$1.3 B
|
| Mitsubishi UFJ Asset Management (UK) Ltd. |
2026 Q2
|
7/28/2026 |
95
|
$220 M
|
| Greystone Financial Group, LLC |
2026 Q2
|
7/28/2026 |
74
|
$360 M
|
| CERTUITY, LLC |
2026 Q2
|
7/28/2026 |
674
|
$2.0 B
|
| Seven Post Investment Office LP |
2026 Q2
|
7/28/2026 |
42
|
$350 M
|
| Hartmann Taylor Wealth Management, LLC |
2026 Q2
|
7/28/2026 |
54
|
$150 M
|
| Paladin Advisory Group, LLC |
2026 Q2
|
7/28/2026 |
243
|
$150 M
|
| Fundamenta Capital S.A. |
2026 Q1 - RESTATEMENT
|
7/28/2026 |
8
|
$100 M
|
| BlueSky Wealth Advisors, LLC |
2026 Q2
|
7/28/2026 |
111
|
$860 M
|
| Element Squared LLC |
2026 Q2
|
7/28/2026 |
49
|
$200 M
|
| Fundamenta Capital S.A. |
2025 Q4 - RESTATEMENT
|
7/28/2026 |
5
|
$87 M
|
| KANAWHA CAPITAL MANAGEMENT LLC |
2026 Q2
|
7/28/2026 |
228
|
$1.5 B
|
| TRUIST FINANCIAL CORP |
2026 Q2
|
7/28/2026 |
5,414
|
$84 B
|
| INCA Investments LLC |
2026 Q2
|
7/28/2026 |
10
|
$350 M
|
| CORTLAND ASSOCIATES INC/MO |
2026 Q2
|
7/28/2026 |
62
|
$690 M
|
| Applied Finance Capital Management, LLC |
2026 Q2
|
7/28/2026 |
218
|
$1.3 B
|
| Fundamenta Capital S.A. |
2026 Q2
|
7/28/2026 |
14
|
$170 M
|
| Wilmington Savings Fund Society, FSB |
2026 Q2
|
7/28/2026 |
2,109
|
$4.5 B
|
| JSF Financial, LLC |
2026 Q2
|
7/28/2026 |
142
|
$630 M
|
| Sterling Capital Management LLC |
2026 Q2
|
7/28/2026 |
3,477
|
$5.9 B
|
| Emissary Wealth LLC |
2026 Q2
|
7/28/2026 |
63
|
$130 M
|
| MA Private Wealth |
2026 Q2
|
7/28/2026 |
88
|
$670 M
|
| Lubar & Co., Inc |
2026 Q2
|
7/28/2026 |
3
|
$130 M
|