| Smith Salley Wealth Management |
2026 Q2
|
7/23/2026 |
275
|
$2.3 B
|
| COLUMBIA ADVISORY PARTNERS LLC |
2026 Q2
|
7/23/2026 |
111
|
$180 M
|
| Holistic Financial Partners |
2026 Q2
|
7/23/2026 |
120
|
$160 M
|
| Ballentine Capital Advisors, Inc |
2026 Q2
|
7/23/2026 |
26
|
$270 M
|
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. |
2026 Q2
|
7/23/2026 |
85
|
$160 M
|
| Onyx Bridge Wealth Group LLC |
2026 Q2
|
7/23/2026 |
497
|
$1.1 B
|
| Context Capital Management, LLC |
2026 Q2
|
7/23/2026 |
427
|
$5.1 B
|
| HERALD INVESTMENT MANAGEMENT Ltd |
2026 Q2
|
7/23/2026 |
92
|
$740 M
|
| HERITAGE OAK WEALTH ADVISORS LLC |
2026 Q2
|
7/23/2026 |
101
|
$340 M
|
| TEXAS PERMANENT SCHOOL FUND CORP |
2026 Q2
|
7/23/2026 |
15
|
$2.3 B
|
| StrongBox Wealth, LLC |
2026 Q2
|
7/23/2026 |
267
|
$350 M
|
| Essex Bank |
2026 Q2
|
7/23/2026 |
574
|
$460 M
|
| Econ Financial Services Corp |
2026 Q2
|
7/23/2026 |
72
|
$210 M
|
| LILLY ENDOWMENT INC |
2026 Q2
|
7/23/2026 |
1
|
$110 B
|
| New Jersey Better Educational Savings Trust |
2026 Q2
|
7/23/2026 |
4
|
$62 M
|
| General Electric Co |
2026 Q2
|
7/23/2026 |
2
|
$370 M
|
| FINANCIAL DISCOVERY GROUP INC |
2026 Q2
|
7/23/2026 |
21
|
$47 M
|
| NEW WAVE WEALTH ADVISORS LLC |
2026 Q2 - NEW HOLDINGS
|
7/23/2026 |
204
|
$370 M
|
| KOM Wealth Management Group, LLC |
2026 Q2
|
7/23/2026 |
96
|
$170 M
|
| Strategic Blueprint, LLC |
2026 Q2
|
7/23/2026 |
697
|
$2.0 B
|
| NEW WAVE WEALTH ADVISORS LLC |
2026 Q2
|
7/23/2026 |
204
|
$370 M
|
| WEST BANCORPORATION INC |
2026 Q2
|
7/23/2026 |
95
|
$230 M
|
| CORNERSTONE ENTERPRISES, LLC |
2026 Q2
|
7/23/2026 |
42
|
$220 M
|
| BREAKTHRU ADVISORY SERVICES, LLC |
2026 Q2
|
7/23/2026 |
14
|
$30 M
|
| Monetary Solutions, Ltd |
2026 Q2
|
7/23/2026 |
397
|
$120 M
|
| Yorktown Management & Research Co Inc |
2026 Q2
|
7/23/2026 |
249
|
$160 M
|
| Police & Firemen's Retirement System of New Jersey |
2026 Q2
|
7/23/2026 |
3,202
|
$13 B
|
| Palacios Wealth Management, LLC |
2026 Q2
|
7/23/2026 |
76
|
$170 M
|
| Grove Street Fiduciary, LLC |
2026 Q2
|
7/23/2026 |
75
|
$240 M
|
| VUB Generali dochodkova spravcovska spolocnost, a.s. |
2026 Q2
|
7/23/2026 |
91
|
$150 M
|
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. |
2026 Q2
|
7/23/2026 |
247
|
$2.4 B
|
| TFC Financial Management, Inc. |
2026 Q2
|
7/23/2026 |
1,034
|
$900 M
|
| Artemis Investment Management LLP |
2026 Q2
|
7/23/2026 |
213
|
$11 B
|
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. |
2026 Q2
|
7/23/2026 |
446
|
$3.3 B
|
| Morton Capital Management LLC/CA |
2026 Q2
|
7/23/2026 |
160
|
$730 M
|
| Arena Capital Advisors, LLC- CA |
2026 Q2
|
7/23/2026 |
21
|
$210 M
|
| EQ LLC |
2026 Q2
|
7/23/2026 |
87
|
$410 M
|
| Cedarwood Wealth LLC |
2026 Q2
|
7/23/2026 |
96
|
$130 M
|
| NWAM LLC |
2026 Q2
|
7/23/2026 |
684
|
$2.0 B
|
| PARTHENON LLC |
2026 Q2
|
7/23/2026 |
133
|
$960 M
|
| Sherrill & Hutchins Financial Advisory, Inc |
2026 Q2
|
7/23/2026 |
20
|
$210 M
|
| COTTONWOOD CAPITAL ADVISORS, LLC |
2026 Q2
|
7/23/2026 |
88
|
$170 M
|
| Smallwood Wealth Investment Management, LLC |
2026 Q2
|
7/23/2026 |
529
|
$230 M
|
| Groupe des Assurances du Credit Mutuel |
2026 Q2
|
7/23/2026 |
1
|
$8.0 M
|
| Markin Volterra Fund LP |
2026 Q2
|
7/23/2026 |
69
|
$150 M
|
| Wedbush Fund Advisers, LLC |
2025 Q4
|
7/23/2026 |
30
|
$970 M
|
| Intesa Sanpaolo Wealth Management |
2026 Q2
|
7/23/2026 |
309
|
$500 M
|
| DARA CAPITAL US, INC. |
2026 Q2
|
7/23/2026 |
110
|
$150 M
|
| Brummer Multi-Strategy AB |
2026 Q2
|
7/23/2026 |
1
|
$1.2 M
|
| Baader Bank Aktiengesellschaft |
2026 Q2
|
7/23/2026 |
415
|
$1.3 B
|
| PPSC Investment Service Corp |
2026 Q2
|
7/23/2026 |
8
|
$1.6 B
|
| PayPay Securities Corp |
2026 Q2
|
7/23/2026 |
302
|
$4.1 M
|
| Alecta Tjanstepension Omsesidigt |
2026 Q2
|
7/23/2026 |
91
|
$24 B
|
| ABN AMRO INVESTMENT SOLUTIONS |
2026 Q2
|
7/23/2026 |
796
|
$12 B
|
| WealthNavi Inc. |
2026 Q2
|
7/23/2026 |
11
|
$13 B
|
| SECURIAN ASSET MANAGEMENT, INC |
2026 Q2
|
7/23/2026 |
926
|
$2.8 B
|
| VMS Asset Management Limited |
2026 Q2
|
7/22/2026 |
34
|
$310 M
|
| Apollon Wealth Management, LLC |
2026 Q2
|
7/22/2026 |
1,590
|
$8.2 B
|
| PIONEER TRUST BANK N A/OR |
2026 Q2
|
7/22/2026 |
136
|
$440 M
|
| SBI Securities Co., Ltd. |
2026 Q2
|
7/22/2026 |
4,072
|
$4.4 B
|
| THOMAS STORY & SON LLC |
2026 Q2
|
7/22/2026 |
53
|
$280 M
|
| UG Investment Advisers Ltd. |
2026 Q2
|
7/22/2026 |
10
|
$100 M
|
| Apollon Financial, LLC |
2026 Q2
|
7/22/2026 |
294
|
$850 M
|
| Better Way Financial, LLC |
2026 Q2
|
7/22/2026 |
9
|
$120 M
|
| WT Wealth Management |
2026 Q2
|
7/22/2026 |
138
|
$360 M
|
| LOUISBOURG INVESTMENTS INC. |
2026 Q2
|
7/22/2026 |
210
|
$540 M
|
| Westchester Capital Management, Inc. |
2026 Q2
|
7/22/2026 |
46
|
$560 M
|
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. |
2026 Q2
|
7/22/2026 |
89
|
$190 M
|
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV |
2026 Q2
|
7/22/2026 |
61
|
$180 M
|
| Steigerwald, Gordon & Koch Inc. |
2026 Q2
|
7/22/2026 |
765
|
$1.0 B
|
| LAZARI CAPITAL MANAGEMENT, INC. |
2026 Q2
|
7/22/2026 |
188
|
$320 M
|
| MERIDIAN INVESTMENT COUNSEL INC. |
2026 Q2
|
7/22/2026 |
250
|
$470 M
|
| Cooper Capital Advisors LLC |
2026 Q2
|
7/22/2026 |
41
|
$230 M
|
| Warren Street Wealth Advisors, LLC |
2026 Q2
|
7/22/2026 |
156
|
$450 M
|
| VSM Wealth Advisory, LLC |
2026 Q2
|
7/22/2026 |
507
|
$380 M
|
| Robbins Farley |
2026 Q2
|
7/22/2026 |
157
|
$260 M
|
| CAPITAL ADVISORS INC/OK |
2026 Q2
|
7/22/2026 |
394
|
$6.8 B
|
| Oregon Pacific Wealth Management, LLC |
2026 Q2
|
7/22/2026 |
156
|
$110 M
|
| Newton One Investments LLC |
2026 Q2
|
7/22/2026 |
146
|
$400 M
|
| Monument Capital Management |
2026 Q2
|
7/22/2026 |
262
|
$500 M
|
| JDH Wealth Management, LLC |
2026 Q2
|
7/22/2026 |
61
|
$160 M
|
| Fortitude Advisory Group L.L.C. |
2026 Q2
|
7/22/2026 |
238
|
$260 M
|
| MB, LEVIS & ASSOCIATES, LLC |
2026 Q2
|
7/22/2026 |
254
|
$270 M
|
| RF&L WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/22/2026 |
50
|
$150 M
|
| MILFAM LLC |
2026 Q2
|
7/22/2026 |
13
|
$130 M
|
| Capital Planning LLC |
2026 Q2
|
7/22/2026 |
88
|
$340 M
|
| First Nebraska Trust Co |
2014 Q1
|
7/22/2026 |
89
|
$320 M
|
| Allegheny Financial Group |
2026 Q2
|
7/22/2026 |
305
|
$940 M
|
| Heritage Wealth Management, Inc. /CA/ |
2026 Q2
|
7/22/2026 |
115
|
$260 M
|
| Entelevest, LLC |
2026 Q2
|
7/22/2026 |
142
|
$120 M
|
| First Nebraska Trust Co |
2014 Q2
|
7/22/2026 |
102
|
$350 M
|
| TrustWell Financial Advisors, LLC |
2026 Q2
|
7/22/2026 |
78
|
$120 M
|
| ALTOS VENTURES MANAGEMENT, INC. |
2026 Q2
|
7/22/2026 |
1
|
$0
|
| True North Advisors, LLC |
2026 Q2
|
7/22/2026 |
291
|
$1.0 B
|
| Alta Partners Management Company, L.P. |
2026 Q2
|
7/22/2026 |
2
|
$130 M
|
| RED TREE MANAGEMENT, LLC |
2026 Q2
|
7/22/2026 |
3
|
$150 M
|
| FIDELIS iM, LLC |
2026 Q2
|
7/22/2026 |
27
|
$290 M
|
| Owen LaRue, LLC |
2026 Q2
|
7/22/2026 |
141
|
$290 M
|
| Ahara Advisors LLC |
2026 Q2
|
7/22/2026 |
56
|
$150 M
|
| ANDERA PARTNERS |
2026 Q2
|
7/22/2026 |
8
|
$210 M
|