| 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
|
| 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
|