| Wheelhouse Advisory Group LLC |
2026 Q2
|
7/23/2026 |
55
|
$350 M
|
| Arcataur Capital Management LLC |
2026 Q2
|
7/23/2026 |
105
|
$400 M
|
| Rareview Capital LLC |
2026 Q2
|
7/23/2026 |
51
|
$180 M
|
| Lunate Capital Ltd |
2026 Q2
|
7/23/2026 |
10
|
$200 M
|
| GGM Financial LLC |
2026 Q2
|
7/23/2026 |
265
|
$260 M
|
| R2 Capital Strategies, LLC |
2026 Q2
|
7/23/2026 |
115
|
$220 M
|
| TME FINANCIAL, INC. |
2026 Q2
|
7/23/2026 |
70
|
$160 M
|
| Copper Harbor Investment Advisors, LLC |
2026 Q2
|
7/23/2026 |
95
|
$470 M
|
| RED REEF ADVISORS LLC |
2026 Q2
|
7/23/2026 |
183
|
$110 M
|
| EQUITABLE TRUST CO |
2026 Q2
|
7/23/2026 |
753
|
$2.4 B
|
| High Note Wealth, LLC |
2026 Q2
|
7/23/2026 |
959
|
$590 M
|
| Wellment Financial |
2026 Q2
|
7/23/2026 |
37
|
$88 M
|
| Slocum, Gordon & Co LLP |
2026 Q2
|
7/23/2026 |
70
|
$150 M
|
| Alley Investment Management Company, LLC |
2026 Q2
|
7/23/2026 |
89
|
$860 M
|
| Standpoint Asset Management, LLC |
2026 Q2
|
7/23/2026 |
8
|
$480 M
|
| Mattern Wealth Management LLC |
2026 Q2
|
7/23/2026 |
183
|
$610 M
|
| Alliance Wealth Advisors, LLC /UT |
2026 Q2
|
7/23/2026 |
235
|
$530 M
|
| TSFG, LLC |
2026 Q2
|
7/23/2026 |
891
|
$790 M
|
| PFG Private Wealth Management, LLC |
2026 Q2
|
7/23/2026 |
75
|
$230 M
|
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ |
2026 Q2 - RESTATEMENT
|
7/23/2026 |
20
|
$180 M
|
| NIGHTVIEW CAPITAL, LLC |
2026 Q2
|
7/23/2026 |
14
|
$130 M
|
| AMALGAMATED BANK |
2026 Q2
|
7/23/2026 |
1,632
|
$14 B
|
| Baker Ellis Asset Management LLC |
2026 Q2
|
7/23/2026 |
265
|
$960 M
|
| UNION SAVINGS BANK |
2026 Q2
|
7/23/2026 |
411
|
$250 M
|
| Two Point Capital Management, Inc. |
2026 Q2
|
7/23/2026 |
30
|
$250 M
|
| Wealthquest Corp |
2026 Q2
|
7/23/2026 |
177
|
$1.6 B
|
| United Wealth Management, LLC |
2026 Q2
|
7/23/2026 |
24
|
$440 M
|
| Fractal Investments LLC |
2026 Q2
|
7/23/2026 |
80
|
$870 M
|
| Three Cord True Wealth Management, LLC |
2026 Q2
|
7/23/2026 |
43
|
$210 M
|
| Penbrook Management LLC |
2026 Q2
|
7/23/2026 |
101
|
$160 M
|
| MN Wealth Advisors, LLC |
2026 Q2
|
7/23/2026 |
134
|
$230 M
|
| Investment Planning Advisors, Inc. |
2026 Q2
|
7/23/2026 |
118
|
$430 M
|
| Mediolanum International Funds Ltd |
2026 Q2
|
7/23/2026 |
452
|
$12 B
|
| Atlantic Edge Private Wealth Management, LLC |
2026 Q2
|
7/23/2026 |
619
|
$490 M
|
| ERn Financial, LLC |
2026 Q2
|
7/23/2026 |
161
|
$600 M
|
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV |
2026 Q2
|
7/23/2026 |
789
|
$2.1 B
|
| Wells Financial Advisors INC |
2026 Q2
|
7/23/2026 |
42
|
$11 M
|
| Karras Company, Inc. |
2026 Q2
|
7/23/2026 |
61
|
$110 M
|
| Leonard Rickey Investment Advisors P.L.L.C. |
2026 Q2
|
7/23/2026 |
125
|
$640 M
|
| Taylor Frigon Capital Management LLC |
2026 Q2
|
7/23/2026 |
93
|
$210 M
|
| 6th Street Advisors, LLC |
2026 Q2
|
7/23/2026 |
61
|
$170 M
|
| Citrine Capital LLC |
2026 Q2
|
7/23/2026 |
60
|
$270 M
|
| Clio Asset Management LLC |
2026 Q2
|
7/23/2026 |
15
|
$130 M
|
| Carlton Hofferkamp & Jenks Wealth Management, LLC |
2026 Q2
|
7/23/2026 |
144
|
$310 M
|
| Capital Investment Advisory Services, LLC |
2026 Q2
|
7/23/2026 |
1,301
|
$1.6 B
|
| Sun Group Wealth Partners |
2026 Q2
|
7/23/2026 |
81
|
$150 M
|
| Financial & Tax Architects, LLC |
2026 Q2
|
7/23/2026 |
110
|
$470 M
|
| Mosley Wealth Management |
2026 Q2
|
7/23/2026 |
781
|
$310 M
|
| Family Investment Center, Inc. |
2026 Q2
|
7/23/2026 |
120
|
$600 M
|
| Financial Partners Group, Inc |
2026 Q2
|
7/23/2026 |
250
|
$990 M
|
| WMG Financial Advisors, LLC |
2026 Q2
|
7/23/2026 |
187
|
$270 M
|
| Granite Group Advisors, LLC |
2026 Q2
|
7/23/2026 |
84
|
$170 M
|
| Brookwood Investment Group LLC |
2026 Q2
|
7/23/2026 |
589
|
$890 M
|
| Stone Summit Wealth LLC |
2026 Q2
|
7/23/2026 |
144
|
$390 M
|
| Alexis Investment Partners, LLC |
2026 Q2
|
7/23/2026 |
38
|
$170 M
|
| Capstone Wealth Management, LLC |
2026 Q2
|
7/23/2026 |
188
|
$220 M
|
| Castellan Group |
2026 Q2
|
7/23/2026 |
41
|
$910 M
|
| RESTON WEALTH MANAGEMENT LLC |
2026 Q2
|
7/23/2026 |
65
|
$370 M
|
| Boyce & Associates Wealth Consulting, Inc. |
2026 Q2
|
7/23/2026 |
82
|
$140 M
|
| Jones Kertz & Associates, Inc. |
2026 Q2
|
7/23/2026 |
66
|
$220 M
|
| Symmetry Partners, LLC |
2026 Q2
|
7/23/2026 |
380
|
$2.0 B
|
| RIA Advisory Group LLC |
2026 Q2
|
7/23/2026 |
154
|
$460 M
|
| SOUTHERN CAPITAL SERVICES INC /ADV |
2026 Q2
|
7/23/2026 |
29
|
$180 M
|
| FORONJY FINANCIAL LLC |
2026 Q2
|
7/23/2026 |
108
|
$270 M
|
| Tranquility Partners, LLC |
2026 Q2
|
7/23/2026 |
232
|
$290 M
|
| Sawyer & Company, Inc |
2026 Q2
|
7/23/2026 |
202
|
$300 M
|
| L. Roy Papp & Associates, LLP |
2026 Q2
|
7/23/2026 |
193
|
$950 M
|
| Counterweight Ventures, LLC |
2026 Q2
|
7/23/2026 |
81
|
$200 M
|
| Dickmeyer Boyce Financial Management, Inc. |
2026 Q2
|
7/23/2026 |
129
|
$190 M
|
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM |
2026 Q2
|
7/23/2026 |
1,631
|
$54 B
|
| Wealth Alliance Advisory Group, LLC |
2026 Q2
|
7/23/2026 |
203
|
$690 M
|
| CHRISTINE MESSMER PC |
2026 Q2
|
7/23/2026 |
86
|
$180 M
|
| Rathbones Group PLC |
2026 Q2
|
7/23/2026 |
665
|
$27 B
|
| TruNorth Capital Management, LLC |
2026 Q2
|
7/23/2026 |
123
|
$620 M
|
| Fideuram Asset Management (Ireland) dac |
2026 Q2
|
7/23/2026 |
742
|
$5.3 B
|
| Dupree Financial Group, LLC |
2026 Q2
|
7/23/2026 |
121
|
$270 M
|
| AG2R LA MONDIALE GESTION D'ACTIFS |
2026 Q2
|
7/23/2026 |
342
|
$2.8 B
|
| Berkshire Money Management, Inc. |
2026 Q2
|
7/23/2026 |
56
|
$1.1 B
|
| Global View Capital Management LLC |
2026 Q2
|
7/23/2026 |
146
|
$480 M
|
| ROWLANDMILLER & PARTNERS.ADV |
2026 Q2
|
7/23/2026 |
195
|
$550 M
|
| Navigate Wealth Management, LLC |
2026 Q2
|
7/23/2026 |
79
|
$160 M
|
| TRUE Private Wealth Advisors |
2026 Q2
|
7/23/2026 |
283
|
$1.2 B
|
| Brady Martz Wealth Solutions, LLC |
2026 Q2
|
7/23/2026 |
228
|
$660 M
|
| Financial Planning Hawaii, Inc. |
2026 Q2
|
7/23/2026 |
134
|
$190 M
|
| BUFFALO BUSINESS & ESTATE SERVICES LTD |
2026 Q2
|
7/23/2026 |
105
|
$790 M
|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC |
2026 Q2
|
7/23/2026 |
552
|
$8.2 B
|
| AJ Advisors, LLC |
2026 Q2
|
7/23/2026 |
37
|
$320 M
|
| Carroll Advisory Group, LLC |
2026 Q2
|
7/23/2026 |
93
|
$300 M
|
| McAlvany Wealth Management LLC |
2026 Q2
|
7/23/2026 |
48
|
$130 M
|
| Sterling Wealth Advisors Inc |
2026 Q2
|
7/23/2026 |
20
|
$180 M
|
| BancFirst Trust & Investment Management |
2026 Q2
|
7/23/2026 |
85
|
$240 M
|
| Capital Advisors Wealth Management, LLC |
2026 Q2
|
7/23/2026 |
231
|
$850 M
|
| Investment Research & Advisory Group, Inc. |
2026 Q2
|
7/23/2026 |
315
|
$320 M
|
| Torrey-Payne Wealth Management, LLC |
2026 Q2
|
7/23/2026 |
39
|
$120 M
|
| Citadel Investment Advisory, Inc. |
2026 Q2
|
7/23/2026 |
76
|
$220 M
|
| Tributary Capital Management, LLC |
2026 Q2
|
7/23/2026 |
135
|
$1.2 B
|
| Berbice Capital Management LLC |
2026 Q2
|
7/23/2026 |
87
|
$190 M
|
| Robert Bosch GmbH |
2026 Q2
|
7/23/2026 |
3
|
$170 M
|
| James Hambro & Partners LLP |
2026 Q2
|
7/23/2026 |
69
|
$2.8 B
|
| AdvisorNet Financial, Inc |
2026 Q2
|
7/23/2026 |
2,278
|
$2.2 B
|