| Provident Co of the Employees of the Hebrew University LTD |
2026 Q2
|
7/27/2026 |
35
|
$130 M
|
| Great Hill Capital LLC |
2026 Q2
|
7/27/2026 |
45
|
$4.3 B
|
| DT Investment Partners, LLC |
2026 Q2
|
7/27/2026 |
548
|
$1.3 B
|
| Spear Holdings RSC Ltd |
2026 Q2
|
7/27/2026 |
18
|
$1.7 B
|
| PBCay One RSC Ltd |
2026 Q2
|
7/27/2026 |
19
|
$1.7 B
|
| Shengqi Capital (Hong Kong) Ltd |
2026 Q2
|
7/27/2026 |
12
|
$480 M
|
| Sidoxia Capital Management, LLC |
2026 Q2
|
7/24/2026 |
88
|
$140 M
|
| Compass Financial Services Inc |
2026 Q2
|
7/24/2026 |
57
|
$270 M
|
| Montz Harcus Wealth Management LLC |
2026 Q2
|
7/24/2026 |
100
|
$280 M
|
| XML Financial, LLC |
2026 Q2
|
7/24/2026 |
447
|
$1.4 B
|
| Ridgeline Wealth Planning, LLC |
2026 Q2
|
7/24/2026 |
53
|
$160 M
|
| KPP Advisory Services LLC |
2026 Q2
|
7/24/2026 |
362
|
$790 M
|
| Wolfstich Capital, LLC |
2026 Q2
|
7/24/2026 |
19
|
$130 M
|
| Tenon Financial LLC |
2026 Q2
|
7/24/2026 |
61
|
$310 M
|
| FELL CAPITAL MANAGEMENT /ADV |
2026 Q2
|
7/24/2026 |
96
|
$120 M
|
| SimpliFi, Inc. |
2026 Q2
|
7/24/2026 |
45
|
$250 M
|
| L.K. Benson & Company, P.C. |
2026 Q2
|
7/24/2026 |
115
|
$330 M
|
| Penobscot Investment Management Company, Inc. |
2026 Q2
|
7/24/2026 |
315
|
$1.5 B
|
| SURIENCE PRIVATE WEALTH LLC |
2026 Q2
|
7/24/2026 |
45
|
$110 M
|
| Vest Financial, LLC |
2026 Q2
|
7/24/2026 |
583
|
$9.5 B
|
| Beta Wealth Group, Inc. |
2026 Q2
|
7/24/2026 |
120
|
$270 M
|
| Conestoga Capital Advisors, LLC |
2026 Q2
|
7/24/2026 |
109
|
$4.6 B
|
| Tower View Wealth Management LLC |
2026 Q2
|
7/24/2026 |
205
|
$230 M
|
| CPC Advisors, LLC |
2026 Q2
|
7/24/2026 |
159
|
$740 M
|
| Avidian Wealth Enterprises, LLC |
2026 Q2
|
7/24/2026 |
739
|
$3.6 B
|
| Whelan Financial |
2026 Q2
|
7/24/2026 |
101
|
$370 M
|
| Transce3nd, LLC |
2026 Q2
|
7/24/2026 |
170
|
$11 M
|
| D.A. DAVIDSON & CO. |
2026 Q2
|
7/24/2026 |
1,593
|
$18 B
|
| North Forty Two & Co. |
2026 Q2
|
7/24/2026 |
104
|
$120 M
|
| RIVULET CAPITAL, LLC |
2026 Q2
|
7/24/2026 |
1
|
$0
|
| Vawter Financial, Ltd. |
2026 Q2
|
7/24/2026 |
131
|
$270 M
|
| Trinity Legacy Partners, LLC |
2026 Q2
|
7/24/2026 |
110
|
$500 M
|
| Noble Wealth Partners LLC |
2026 Q2
|
7/24/2026 |
77
|
$120 M
|
| Columbia Bank |
2026 Q2
|
7/24/2026 |
270
|
$450 M
|
| BENJAMIN EDWARDS INC |
2026 Q2
|
7/24/2026 |
1,998
|
$11 B
|
| Freedom Day Solutions, LLC |
2026 Q2
|
7/24/2026 |
134
|
$450 M
|
| CRITERIA CAIXA, S.A.U. |
2026 Q2
|
7/24/2026 |
2
|
$24 M
|
| TEXAS TREASURY SAFEKEEPING TRUST CO |
2026 Q1 - NEW HOLDINGS
|
7/24/2026 |
5
|
$630 M
|
| OPTIMA CAPITAL LLC |
2026 Q2
|
7/24/2026 |
281
|
$250 M
|
| TEXAS TREASURY SAFEKEEPING TRUST CO |
2025 Q4 - NEW HOLDINGS
|
7/24/2026 |
3
|
$770 M
|
| Roble, Belko & Company, Inc |
2026 Q2
|
7/24/2026 |
486
|
$930 M
|
| FISCHER INVESTMENT STRATEGIES, LLC |
2026 Q2
|
7/24/2026 |
49
|
$210 M
|
| BARRETT & COMPANY, INC. |
2026 Q2
|
7/24/2026 |
707
|
$360 M
|
| a16z Perennial Management, L.P. |
2026 Q2
|
7/24/2026 |
63
|
$1.2 B
|
| Terril Brothers, Inc. |
2026 Q2
|
7/24/2026 |
71
|
$390 M
|
| Drystone LLC |
2026 Q2
|
7/24/2026 |
18
|
$120 M
|
| Stronghold Wealth Management L.L.C. |
2026 Q2
|
7/24/2026 |
244
|
$75 M
|
| Boston Trust Walden Corp |
2026 Q2
|
7/24/2026 |
620
|
$13 B
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
2026 Q2
|
7/24/2026 |
1,342
|
$8.0 B
|
| TCV Trust & Wealth Management, Inc. |
2026 Q2
|
7/24/2026 |
416
|
$1.3 B
|
| CRA Financial Services, LLC |
2026 Q2
|
7/24/2026 |
321
|
$870 M
|
| Meredith Wealth Planning |
2026 Q2
|
7/24/2026 |
74
|
$420 M
|
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd |
2026 Q2
|
7/24/2026 |
68
|
$1.0 B
|
| MADDEN SECURITIES Corp |
2026 Q2
|
7/24/2026 |
118
|
$360 M
|
| Narwhal Capital Management |
2026 Q2
|
7/24/2026 |
157
|
$1.4 B
|
| Brookmont Capital Management |
2026 Q2
|
7/24/2026 |
61
|
$190 M
|
| EdgeRock Capital LLC |
2026 Q2
|
7/24/2026 |
134
|
$440 M
|
| Nelson Capital Management, LLC |
2026 Q2
|
7/24/2026 |
120
|
$910 M
|
| Lansing Street Advisors |
2026 Q2
|
7/24/2026 |
167
|
$470 M
|
| Silver Coast Investments LLC |
2026 Q2
|
7/24/2026 |
121
|
$340 M
|
| PERRYMAN FINANCIAL ADVISORY INC /AD |
2026 Q2
|
7/24/2026 |
191
|
$750 M
|
| JAMES INVESTMENT RESEARCH, INC. |
2026 Q2
|
7/24/2026 |
375
|
$980 M
|
| Legacy Advisors, LLC |
2026 Q2
|
7/24/2026 |
337
|
$1.1 B
|
| SEMITAM BONAM LLC |
2026 Q2
|
7/24/2026 |
50
|
$140 M
|
| Blossom Wealth Management |
2026 Q2
|
7/24/2026 |
72
|
$71 M
|
| DORVAL Corp |
2026 Q2
|
7/24/2026 |
49
|
$350 M
|
| Investment Partners Asset Management, Inc. |
2026 Q2
|
7/24/2026 |
173
|
$180 M
|
| Donor Advised Charitable Giving, Inc. |
2026 Q2
|
7/24/2026 |
32
|
$4.5 B
|
| GREENWOOD GEARHART LLC |
2026 Q2
|
7/24/2026 |
168
|
$2.1 B
|
| BFI Infinity Ltd. |
2025 Q4 - RESTATEMENT
|
7/24/2026 |
53
|
$320 M
|
| BFI Infinity Ltd. |
2026 Q1 - RESTATEMENT
|
7/24/2026 |
63
|
$190 M
|
| Grey Rock Energy Management, LLC |
2026 Q2
|
7/24/2026 |
1
|
$240 M
|
| BFI Infinity Ltd. |
2025 Q2 - RESTATEMENT
|
7/24/2026 |
57
|
$200 M
|
| BFI Infinity Ltd. |
2025 Q3 - RESTATEMENT
|
7/24/2026 |
56
|
$230 M
|
| BFI Infinity Ltd. |
2025 Q2 - RESTATEMENT
|
7/24/2026 |
57
|
$200 M
|
| FLYNN ZITO CAPITAL MANAGEMENT, LLC |
2026 Q2
|
7/24/2026 |
166
|
$370 M
|
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. |
2026 Q2
|
7/24/2026 |
246
|
$760 M
|
| Tiller Private Wealth, Inc. |
2026 Q2
|
7/24/2026 |
69
|
$320 M
|
| Opus Financial Solutions LLC |
2026 Q2
|
7/24/2026 |
111
|
$120 M
|
| MBM WEALTH CONSULTANTS, LLC |
2026 Q2
|
7/24/2026 |
123
|
$520 M
|
| SEAMOUNT FINANCIAL GROUP INC |
2026 Q2
|
7/24/2026 |
141
|
$250 M
|
| Pine Valley Investments Ltd Liability Co |
2026 Q2
|
7/24/2026 |
610
|
$2.5 B
|
| Clarity Wealth Advisors, LLC |
2026 Q2
|
7/24/2026 |
117
|
$570 M
|
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV |
2026 Q2
|
7/24/2026 |
195
|
$310 M
|
| ALLEN WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/24/2026 |
60
|
$210 M
|
| Bogart Wealth, LLC |
2026 Q2
|
7/24/2026 |
2,013
|
$2.9 B
|
| FIDUCIARY ADVISORS, INC. |
2026 Q2
|
7/24/2026 |
155
|
$150 M
|
| Stonebridge Financial Group, LLC / MO |
2026 Q2
|
7/24/2026 |
171
|
$150 M
|
| Cohalo Advisory LLC |
2026 Q2
|
7/24/2026 |
14
|
$1.7 M
|
| STONE LOFT WEALTH MANAGEMENT LLC |
2026 Q2
|
7/24/2026 |
31
|
$180 M
|
| GREATMARK INVESTMENT PARTNERS, INC. |
2026 Q2
|
7/24/2026 |
153
|
$910 M
|
| SPWM Advisors LLC |
2026 Q2
|
7/24/2026 |
90
|
$110 M
|
| Prism Advisors, Inc. |
2026 Q2
|
7/24/2026 |
77
|
$410 M
|
| Sunpointe, LLC |
2026 Q2
|
7/24/2026 |
281
|
$350 M
|
| DUFF & PHELPS INVESTMENT MANAGEMENT CO |
2026 Q1 - RESTATEMENT
|
7/24/2026 |
321
|
$9.6 B
|
| SWP FINANCIAL LLC |
2026 Q2
|
7/24/2026 |
78
|
$220 M
|
| Fortis Group Advisors, LLC |
2026 Q2
|
7/24/2026 |
706
|
$630 M
|
| Clarus Group, Inc. |
2026 Q2
|
7/24/2026 |
127
|
$300 M
|
| TMB Capital Partners, LLC |
2026 Q2
|
7/24/2026 |
177
|
$320 M
|
| Farmers & Merchants Trust Co of Chambersburg PA |
2026 Q2
|
7/24/2026 |
358
|
$390 M
|