| ALTA CAPITAL MANAGEMENT LLC/ |
2026 Q2
|
7/28/2026 |
109
|
$1.3 B
|
| MACROVIEW INVESTMENT MANAGEMENT LLC |
2026 Q2
|
7/28/2026 |
106
|
$160 M
|
| Harbor Advisors LLC |
2026 Q2
|
7/28/2026 |
194
|
$800 M
|
| LFA - Lugano Financial Advisors SA |
2026 Q2
|
7/28/2026 |
274
|
$170 M
|
| Aubrey Capital Management Ltd |
2026 Q2
|
7/28/2026 |
39
|
$160 M
|
| KEYBANK NATIONAL ASSOCIATION/OH |
2026 Q2
|
7/28/2026 |
2,147
|
$30 B
|
| OP Asset Management Ltd |
2026 Q2
|
7/28/2026 |
765
|
$9.4 B
|
| Wesleyan Assurance Society |
2026 Q2
|
7/28/2026 |
109
|
$2.0 B
|
| Prosperity Financial Group, Inc. |
2026 Q2
|
7/28/2026 |
184
|
$320 M
|
| Asset Management One Co., Ltd. |
2026 Q2
|
7/28/2026 |
957
|
$39 B
|
| KFA Private Wealth Group, LLC |
2026 Q2
|
7/28/2026 |
150
|
$420 M
|
| Sanofi |
2026 Q2
|
7/28/2026 |
10
|
$530 M
|
| Latitude Advisors, LLC |
2026 Q2
|
7/28/2026 |
239
|
$250 M
|
| TMT General Partner Ltd |
2026 Q2
|
7/28/2026 |
3
|
$190 M
|
| TAIYO LIFE INSURANCE CO |
2026 Q2
|
7/28/2026 |
11
|
$1.1 B
|
| ProCore Advisors, LLC |
2026 Q2
|
7/28/2026 |
84
|
$81 M
|
| Pioneer Family Office, LLC |
2026 Q2
|
7/28/2026 |
129
|
$190 M
|
| Lauterbach Financial Advisors, LLC |
2026 Q2
|
7/28/2026 |
87
|
$230 M
|
| Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust |
2026 Q2
|
7/28/2026 |
29
|
$370 M
|
| NOVUS ADVISORS, LLC |
2026 Q2
|
7/28/2026 |
49
|
$48 M
|
| Kure Advisory, LLC |
2026 Q2
|
7/28/2026 |
62
|
$210 M
|
| ACUTE INVESTMENT ADVISORY, LLC |
2026 Q2
|
7/28/2026 |
18
|
$9.5 M
|
| Sellwood Investment Partners LLC |
2026 Q2
|
7/28/2026 |
59
|
$280 M
|
| Strategic Financial Concepts, LLC |
2026 Q2
|
7/28/2026 |
239
|
$340 M
|
| MOKAN Wealth Management Inc. |
2026 Q2
|
7/28/2026 |
95
|
$260 M
|
| Northern Financial Advisors Inc |
2026 Q2
|
7/28/2026 |
100
|
$150 M
|
| WHITTIER TRUST CO OF NEVADA INC |
2026 Q2
|
7/28/2026 |
1,727
|
$5.3 B
|
| Clear Creek Financial Management, LLC |
2026 Q2
|
7/28/2026 |
643
|
$1.6 B
|
| Town Capital LLC |
2026 Q2
|
7/28/2026 |
75
|
$160 M
|
| WHITTIER TRUST CO |
2026 Q2
|
7/28/2026 |
1,699
|
$10 B
|
| Werba Rubin Papier Wealth Management |
2026 Q2
|
7/28/2026 |
309
|
$820 M
|
| Virginia Estate & Retirement Planning Advisors Inc. |
2026 Q2
|
7/28/2026 |
186
|
$83 M
|
| Borer Denton & Associates, Inc. |
2026 Q2
|
7/28/2026 |
74
|
$300 M
|
| P.A.W. CAPITAL CORP |
2026 Q2
|
7/28/2026 |
65
|
$130 M
|
| Equity Wealth Partners, LLC |
2026 Q2
|
7/28/2026 |
109
|
$280 M
|
| FMB WEALTH MANAGEMENT |
2026 Q2
|
7/28/2026 |
99
|
$270 M
|
| Atlas Private Wealth Advisors |
2026 Q2
|
7/28/2026 |
139
|
$460 M
|
| Chicago Capital, LLC |
2026 Q2
|
7/28/2026 |
361
|
$4.2 B
|
| URS Advisory LLC |
2026 Q2
|
7/28/2026 |
61
|
$180 M
|
| Ascension Capital Advisors, Inc. |
2026 Q2
|
7/28/2026 |
97
|
$360 M
|
| New Insight Wealth Advisors |
2026 Q2
|
7/28/2026 |
120
|
$340 M
|
| QUARRY HILL ADVISORS, LLC |
2026 Q2
|
7/28/2026 |
53
|
$260 M
|
| Marks Group Wealth Management, Inc |
2026 Q2
|
7/28/2026 |
584
|
$1.1 B
|
| Key Capital Management, INC |
2026 Q2
|
7/28/2026 |
726
|
$190 M
|
| Navalign, LLC |
2026 Q2
|
7/28/2026 |
132
|
$430 M
|
| LODESTAR PRIVATE ASSET MANAGEMENT LLC |
2026 Q2
|
7/28/2026 |
232
|
$1.2 B
|
| Fairlight Advisors |
2026 Q2
|
7/27/2026 |
30
|
$120 M
|
| Cassady Wealth & Retirement Planning, LLC |
2026 Q2
|
7/27/2026 |
104
|
$220 M
|
| Larry Mathis Financial Planning, LLC |
2026 Q2 - RESTATEMENT
|
7/27/2026 |
150
|
$130 M
|
| Fortune Financial Group, Inc. |
2026 Q2
|
7/27/2026 |
165
|
$130 M
|
| Directional Asset Management |
2026 Q2
|
7/27/2026 |
94
|
$120 M
|
| Daviman Financial, LLC |
2026 Q2
|
7/27/2026 |
92
|
$180 M
|
| BXM Wealth LLC |
2026 Q2
|
7/27/2026 |
163
|
$180 M
|
| Oak Harvest Investment Services |
2026 Q2
|
7/27/2026 |
209
|
$1.1 B
|
| TABR Capital Management, LLC |
2026 Q2
|
7/27/2026 |
54
|
$120 M
|
| Resonant Capital Advisors, LLC |
2026 Q2
|
7/27/2026 |
538
|
$2.1 B
|
| Watchman Group, Inc. |
2026 Q2
|
7/27/2026 |
73
|
$450 M
|
| CKW FINANCIAL GROUP |
2026 Q2
|
7/27/2026 |
317
|
$1.0 B
|
| Wall Capital Group, Inc. |
2026 Q2
|
7/27/2026 |
30
|
$120 M
|
| Silver Lake Advisory, LLC |
2026 Q2
|
7/27/2026 |
109
|
$280 M
|
| MARINER INVESTMENT GROUP LLC |
2026 Q2
|
7/27/2026 |
124
|
$460 M
|
| Generate Investment Management Ltd |
2026 Q2
|
7/27/2026 |
118
|
$2.4 B
|
| Straight Path Wealth Management |
2026 Q2
|
7/27/2026 |
141
|
$430 M
|
| Rockport Wealth LLC |
2026 Q2
|
7/27/2026 |
110
|
$600 M
|
| BLUELINE ADVISORS LLC |
2026 Q2
|
7/27/2026 |
260
|
$140 M
|
| Samalin Investment Counsel, LLC |
2026 Q2
|
7/27/2026 |
336
|
$320 M
|
| Valley Brook Capital Group, Inc. |
2026 Q2
|
7/27/2026 |
120
|
$180 M
|
| Independent Wealth Advisors LLC |
2026 Q2
|
7/27/2026 |
77
|
$110 M
|
| Ascentis Wealth Management, LLC |
2026 Q2
|
7/27/2026 |
14,006
|
$670 M
|
| Cedar Point Capital Partners, LLC |
2026 Q2
|
7/27/2026 |
77
|
$170 M
|
| Accordant Advisory Group Inc |
2026 Q2
|
7/27/2026 |
242
|
$150 M
|
| Trivant Custom Portfolio Group, LLC |
2026 Q2
|
7/27/2026 |
82
|
$190 M
|
| Royal Harbor Partners, LLC |
2026 Q2
|
7/27/2026 |
56
|
$320 M
|
| Bernardo Wealth Planning LLC |
2026 Q2
|
7/27/2026 |
139
|
$590 M
|
| Atlas Wealth Partners, LLC |
2026 Q2
|
7/27/2026 |
64
|
$92 M
|
| Warner Group LLC |
2026 Q2
|
7/27/2026 |
129
|
$410 M
|
| Tilson Financial Group, Inc. |
2026 Q2
|
7/27/2026 |
86
|
$360 M
|
| IBEX WEALTH ADVISORS |
2026 Q2
|
7/27/2026 |
209
|
$1.3 B
|
| Prossimo Advisors, LLC |
2026 Q2
|
7/27/2026 |
24
|
$17 M
|
| Clare Market Investments LLC |
2026 Q2
|
7/27/2026 |
174
|
$550 M
|
| Values Added Financial LLC |
2026 Q2
|
7/27/2026 |
147
|
$280 M
|
| Allegiance Financial Group Advisory Services LLC |
2026 Q2
|
7/27/2026 |
205
|
$580 M
|
| RWC Asset Management LLP |
2026 Q2
|
7/27/2026 |
160
|
$2.6 B
|
| Richmond Investment Services, LLC |
2026 Q2
|
7/27/2026 |
145
|
$320 M
|
| NIXON PEABODY TRUST CO |
2026 Q2
|
7/27/2026 |
177
|
$1.4 B
|
| Capstone Wealth Management Group, Inc. |
2026 Q2
|
7/27/2026 |
123
|
$170 M
|
| Krilogy Financial LLC |
2026 Q2
|
7/27/2026 |
1,080
|
$3.4 B
|
| Pacific Asset Management, LLC |
2026 Q2
|
7/27/2026 |
76
|
$200 M
|
| Birch Capital Management, LLC |
2026 Q2
|
7/27/2026 |
79
|
$200 M
|
| Artesa Financial Group, LLC |
2026 Q2
|
7/27/2026 |
62
|
$120 M
|
| PITTENGER & ANDERSON INC |
2026 Q2
|
7/27/2026 |
507
|
$2.8 B
|
| OPINICUS CAPITAL, INC. |
2026 Q2
|
7/27/2026 |
105
|
$190 M
|
| Unified Investment Management |
2026 Q2
|
7/27/2026 |
145
|
$110 M
|
| Minneapolis Portfolio Management Group, LLC |
2026 Q2
|
7/27/2026 |
34
|
$1.1 B
|
| Merkkuri Wealth Advisors LLC |
2026 Q2
|
7/27/2026 |
81
|
$160 M
|
| MTM FINANCIAL GROUP, LLC |
2026 Q2
|
7/27/2026 |
95
|
$230 M
|
| SageGuard Financial Group, LLC |
2026 Q2
|
7/27/2026 |
211
|
$710 M
|
| Collar Capital Management, LLC |
2026 Q2
|
7/27/2026 |
73
|
$170 M
|
| Trademark Financial Management, LLC |
2026 Q2
|
7/27/2026 |
107
|
$240 M
|
| MontVue Capital Management, Inc. |
2026 Q2
|
7/27/2026 |
78
|
$170 M
|