| 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
|
| Wealth Advisory Solutions, LLC |
2026 Q2
|
7/24/2026 |
150
|
$490 M
|
| DHJJ Financial Advisors, Ltd. |
2026 Q2
|
7/24/2026 |
1,082
|
$350 M
|
| UDINE WEALTH MANAGEMENT, INC. |
2026 Q2
|
7/24/2026 |
40
|
$240 M
|
| BridgePort Financial Solutions, LLC |
2026 Q2
|
7/24/2026 |
240
|
$390 M
|
| Xcel Wealth Management, LLC |
2026 Q2
|
7/24/2026 |
140
|
$420 M
|
| WealthBridge Capital Management, LLC |
2026 Q2
|
7/24/2026 |
235
|
$500 M
|
| Quaker Wealth Management, LLC |
2026 Q2
|
7/24/2026 |
970
|
$340 M
|
| PETRA FINANCIAL ADVISORS INC |
2026 Q2
|
7/24/2026 |
168
|
$220 M
|
| POSTROCK PARTNERS LLC |
2026 Q2
|
7/24/2026 |
78
|
$250 M
|
| VIMA LLC |
2026 Q2
|
7/24/2026 |
377
|
$100 M
|
| Sharp Wealth Advisory, LLC |
2026 Q2
|
7/24/2026 |
127
|
$220 M
|
| Kaydan Wealth Management, Inc. |
2026 Q2
|
7/24/2026 |
115
|
$330 M
|
| Shepherd Street Advisors LLC |
2026 Q2
|
7/24/2026 |
86
|
$110 M
|
| Starlite Capital INC |
2026 Q2
|
7/24/2026 |
14
|
$9.7 B
|
| S Harris Financial Group, LLC |
2026 Q2
|
7/24/2026 |
124
|
$130 M
|
| Summit Investment Advisory Services, LLC |
2026 Q2
|
7/24/2026 |
89
|
$400 M
|
| Sovereign Financial Group, Inc. |
2026 Q2
|
7/24/2026 |
386
|
$650 M
|
| EQ WEALTH ADVISORS, LLC |
2026 Q2
|
7/24/2026 |
57
|
$180 M
|
| STEPHEN J. GARRY & ASSOCIATES, LLC |
2026 Q2
|
7/24/2026 |
55
|
$140 M
|
| GILPIN WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/24/2026 |
1,064
|
$140 M
|
| Creative Capital Management Investments LLC |
2026 Q2
|
7/24/2026 |
1,438
|
$430 M
|
| Pacific Point Advisors, LLC |
2026 Q2
|
7/24/2026 |
129
|
$220 M
|
| MAIMON WEALTH MANAGEMENT LTD. |
2026 Q2
|
7/24/2026 |
80
|
$130 M
|
| Summit Financial Strategies, Inc. |
2026 Q2
|
7/24/2026 |
173
|
$1.4 B
|
| MARINO, STRAM & ASSOCIATES LLC |
2026 Q2
|
7/24/2026 |
202
|
$630 M
|
| WEST MICHIGAN ADVISORS, LLC |
2026 Q2
|
7/24/2026 |
298
|
$460 M
|
| Platform Technology Partners |
2026 Q2
|
7/24/2026 |
394
|
$610 M
|
| MIDLAND WEALTH ADVISORS, LLC |
2026 Q2
|
7/24/2026 |
160
|
$2.1 B
|
| Financial Perspectives, Inc |
2026 Q2
|
7/24/2026 |
728
|
$410 M
|
| MBE Wealth Management, LLC |
2026 Q2
|
7/24/2026 |
170
|
$280 M
|
| M3 Advisory Group, LLC |
2026 Q2
|
7/24/2026 |
156
|
$190 M
|
| RMR Wealth Builders |
2026 Q2
|
7/24/2026 |
316
|
$1.6 B
|
| LGT Financial Advisors LLC |
2026 Q2
|
7/24/2026 |
223
|
$19 M
|
| LPWM LLC |
2026 Q2
|
7/24/2026 |
98
|
$450 M
|
| LITTLEJOHN FINANCIAL SERVICES, INC. |
2026 Q2
|
7/24/2026 |
71
|
$140 M
|
| Arbor Investment Advisors, LLC |
2026 Q2
|
7/24/2026 |
145
|
$880 M
|
| KRAEMATON INVESTMENT ADVISORS, INC |
2026 Q2
|
7/24/2026 |
103
|
$130 M
|
| Solitude Financial Services |
2026 Q2
|
7/24/2026 |
42
|
$360 M
|
| China Universal Asset Management Co., Ltd. |
2026 Q2
|
7/24/2026 |
513
|
$1.7 B
|
| First Nebraska Trust Co |
2013 Q1
|
7/24/2026 |
86
|
$280 M
|
| Keystone Financial Services, LLC |
2026 Q2
|
7/24/2026 |
61
|
$170 M
|
| BostonPremier Wealth LLC |
2026 Q2
|
7/24/2026 |
79
|
$240 M
|
| Colonial River Investments, LLC |
2026 Q2
|
7/24/2026 |
249
|
$350 M
|
| Aprio Wealth Management, LLC |
2026 Q2
|
7/24/2026 |
636
|
$2.0 B
|
| MELFA WEALTH MANAGEMENT, INC. |
2026 Q2
|
7/24/2026 |
196
|
$190 M
|
| Guided Capital Wealth Management, LLC |
2026 Q2
|
7/24/2026 |
35
|
$170 M
|
| Hi-Line Capital Management, LLC |
2026 Q2
|
7/24/2026 |
32
|
$360 M
|
| First Nebraska Trust Co |
2013 Q2
|
7/24/2026 |
85
|
$280 M
|
| FIRST NATIONAL BANK SIOUX FALLS |
2026 Q2
|
7/24/2026 |
178
|
$370 M
|
| VISION FINANCIAL MARKETS LLC |
2026 Q2
|
7/24/2026 |
413
|
$120 M
|
| INTEGRATED WEALTHCARE, LLC |
2026 Q2
|
7/24/2026 |
29
|
$130 M
|
| Barnes Wealth Management Group, Inc |
2026 Q2
|
7/24/2026 |
195
|
$220 M
|
| MATTERN CAPITAL MANAGEMENT, LLC |
2026 Q2
|
7/24/2026 |
166
|
$860 M
|
| Key Financial Inc |
2026 Q2
|
7/24/2026 |
1,400
|
$610 M
|
| First Interstate Bank |
2026 Q2
|
7/24/2026 |
300
|
$1.9 B
|
| Trust Investment Advisors |
2026 Q2
|
7/24/2026 |
98
|
$210 M
|
| StoryOne LLC |
2026 Q2
|
7/24/2026 |
79
|
$210 M
|
| SRH ADVISORS, LLC |
2026 Q2
|
7/24/2026 |
276
|
$390 M
|
| INCOME RESEARCH & MANAGEMENT |
2026 Q2
|
7/24/2026 |
30
|
$180 M
|
| Southern Financial Group, LLC |
2026 Q2
|
7/24/2026 |
95
|
$390 M
|
| Santori & Peters, Inc. |
2026 Q2
|
7/24/2026 |
83
|
$350 M
|
| Charter Capital Management, LLC\DE |
2026 Q2
|
7/24/2026 |
75
|
$230 M
|
| SONATA CAPITAL GROUP INC |
2026 Q2
|
7/24/2026 |
128
|
$310 M
|
| PARSONS CAPITAL MANAGEMENT INC/RI |
2026 Q2
|
7/24/2026 |
525
|
$2.2 B
|
| Abel Hall, LLC |
2026 Q2
|
7/24/2026 |
955
|
$580 M
|
| Sun Mountain Capital Ltd |
2026 Q2
|
7/24/2026 |
2
|
$180 M
|
| Olympiad Research LP |
2026 Q2
|
7/24/2026 |
138
|
$48 M
|
| Sun Mountain Capital Ltd |
2026 Q1
|
7/24/2026 |
1
|
$110 M
|
| Sun Mountain Capital Ltd |
2025 Q4
|
7/24/2026 |
1
|
$130 M
|
| PhiloSmith Capital Corp |
2026 Q2
|
7/24/2026 |
60
|
$370 M
|
| EverSource Wealth Advisors, LLC |
2026 Q2
|
7/24/2026 |
21,449
|
$3.0 B
|
| Arlington Capital Management, Inc. |
2026 Q2
|
7/24/2026 |
112
|
$160 M
|
| Aventus Investment Advisors, Inc. |
2026 Q2
|
7/24/2026 |
157
|
$140 M
|
| Nicholas Wealth, LLC. |
2026 Q2
|
7/24/2026 |
127
|
$180 M
|
| Sawyer & Company, Inc |
2025 Q2 - NEW HOLDINGS
|
7/24/2026 |
202
|
$300 M
|
| PERKINS CAPITAL MANAGEMENT INC |
2026 Q2
|
7/24/2026 |
79
|
$130 M
|
| Leisure Capital Management |
2026 Q2
|
7/24/2026 |
160
|
$320 M
|
| RJA Asset Management LLC |
2026 Q2
|
7/24/2026 |
4
|
$320 M
|
| CrossGen Wealth, LLC |
2026 Q2
|
7/24/2026 |
214
|
$130 M
|
| Walleye Partners, LLC |
2026 Q2
|
7/24/2026 |
59
|
$88 M
|
| Fairway Wealth LLC |
2026 Q2
|
7/24/2026 |
239
|
$440 M
|
| Nilsine Partners, LLC |
2026 Q2
|
7/24/2026 |
433
|
$1.4 B
|
| Roof Eidam Maycock Peralta, LLC |
2026 Q2
|
7/24/2026 |
127
|
$510 M
|
| Taylor Financial Group, Inc. |
2026 Q2
|
7/24/2026 |
103
|
$180 M
|
| Future Financial Wealth Managment LLC |
2026 Q2
|
7/24/2026 |
132
|
$160 M
|
| Private Capital Advisors, Inc. |
2026 Q2
|
7/24/2026 |
76
|
$1.1 B
|
| Rockline Wealth Management, LLC |
2026 Q2
|
7/24/2026 |
107
|
$520 M
|
| Intrua Financial, LLC |
2026 Q2
|
7/24/2026 |
495
|
$1.1 B
|
| Pillar Financial Advisors, LLC |
2026 Q2
|
7/24/2026 |
114
|
$190 M
|