| Border to Coast Pensions Partnership Ltd |
2026 Q3
|
10/9/2026 |
93
|
$7.27B
|
| Stonebridge Wealth Management, LLC |
2026 Q3
|
10/9/2026 |
35
|
$112M
|
| ECLECTIC ASSOCIATES INC /ADV |
2026 Q3
|
10/9/2026 |
162
|
$895M
|
| Gainplan LLC |
2026 Q3
|
10/9/2026 |
58
|
$257M
|
| INTEGRATED CAPITAL MANAGEMENT, INC. |
2026 Q3
|
10/9/2026 |
66
|
$139M
|
| Crocodile Capital Partners GmbH |
2026 Q3
|
10/9/2026 |
13
|
$160M
|
| INSPIRION WEALTH ADVISORS, LLC |
2026 Q3
|
10/9/2026 |
188
|
$880M
|
| Breakwater Capital Group |
2026 Q3
|
10/9/2026 |
392
|
$843M
|
| Financial Designs Corp |
2026 Q3
|
10/9/2026 |
39
|
$194M
|
| Post Resch Tallon Group Inc. |
2026 Q3
|
10/9/2026 |
138
|
$146M
|
| Hardin Capital Partners, LLC |
2026 Q3
|
10/9/2026 |
147
|
$205M
|
| Prosperity Planning, Inc. |
2026 Q3
|
10/9/2026 |
119
|
$451M
|
| CHAPIN DAVIS, INC. |
2026 Q3
|
10/9/2026 |
258
|
$520M
|
| Legacy Wealth Asset Management, LLC |
2026 Q3
|
10/9/2026 |
357
|
$456M
|
| Hummer Financial Advisory Services Inc |
2026 Q3
|
10/9/2026 |
127
|
$153M
|
| Graves Light Lenhart Wealth, Inc. |
2026 Q3
|
10/9/2026 |
196
|
$1.07B
|
| Vilga Financial Planning LLC |
2026 Q3
|
10/9/2026 |
102
|
$168M
|
| CYPRESS ASSET MANAGEMENT INC/TX |
2026 Q3
|
10/9/2026 |
107
|
$506M
|
| McNaughton Wealth Management, LLC |
2026 Q3
|
10/9/2026 |
75
|
$286M
|
| M.E. ALLISON & CO., INC. |
2026 Q3
|
10/9/2026 |
192
|
$178M
|
| Shelter Rock Management, LLC |
2026 Q3
|
10/9/2026 |
39
|
$107M
|
| Pioneer Wealth Management Group |
2026 Q3
|
10/9/2026 |
56
|
$424M
|
| TLWM |
2026 Q3
|
10/9/2026 |
74
|
$628M
|
| Sunburst Financial Group, LLC |
2026 Q3
|
10/9/2026 |
136
|
$612M
|
| Davies Financial Advisors, Inc. |
2026 Q3
|
10/9/2026 |
1
|
$0
|
| DLK Investment Management, LLC |
2026 Q3
|
10/9/2026 |
99
|
$275M
|
| Retireful, LLC |
2026 Q3
|
10/9/2026 |
86
|
$116M
|
| Shira Ridge Wealth Management |
2026 Q3
|
10/9/2026 |
83
|
$288M
|
| Ledgewood Wealth Advisors, LLC |
2026 Q3
|
10/9/2026 |
73
|
$181M
|
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC |
2026 Q3
|
10/9/2026 |
36
|
$175M
|
| Go Invest LLC |
2026 Q3
|
10/9/2026 |
104
|
$473M
|
| Monument Capital Management |
2026 Q3
|
10/9/2026 |
255
|
$480M
|
| Longview Financial Advisors, Inc. |
2026 Q3
|
10/9/2026 |
46
|
$175M
|
| ACT WEALTH MANAGEMENT, LLC |
2026 Q3
|
10/9/2026 |
65
|
$340M
|
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
2026 Q3
|
10/9/2026 |
136
|
$703M
|
| Attessa Capital LLC |
2026 Q3
|
10/9/2026 |
49
|
$233M
|
| MKD WEALTH COACHES, LLC |
2026 Q3
|
10/9/2026 |
34
|
$121M
|
| LifeGoal Investments, LLC |
2026 Q3
|
10/9/2026 |
213
|
$328M
|
| Whitaker-Myers Wealth Managers, LTD. |
2026 Q3
|
10/9/2026 |
123
|
$614M
|
| FINANCIAL MANAGEMENT NETWORK INC |
2026 Q3
|
10/9/2026 |
209
|
$695M
|
| Investment Partners Asset Management, Inc. |
2026 Q3
|
10/9/2026 |
175
|
$184M
|
| SPRING CAPITAL MANAGEMENT, LLC |
2026 Q3
|
10/9/2026 |
56
|
$208M
|
| Sincerus Advisory, LLC |
2026 Q3
|
10/9/2026 |
87
|
$153M
|
| STABLEFORD CAPITAL II LLC |
2026 Q3
|
10/9/2026 |
144
|
$288M
|
| Pacifica Partners Inc. |
2026 Q3
|
10/9/2026 |
427
|
$332M
|
| Emergent Wealth Advisors, LLC |
2026 Q3
|
10/9/2026 |
124
|
$191M
|
| Barden Capital Management, Inc. |
2026 Q3
|
10/9/2026 |
58
|
$110M
|
| MFG WEALTH MANAGEMENT, INC. |
2026 Q3
|
10/9/2026 |
62
|
$138M
|
| CAZ INVESTMENTS LP |
2026 Q2 - NEW HOLDINGS
|
10/9/2026 |
61
|
$237M
|
| Trinity Financial Advisors LLC |
2026 Q3
|
10/9/2026 |
99
|
$388M
|
| TrueWealth Advisors, LLC |
2026 Q3
|
10/9/2026 |
240
|
$445M
|
| Deane Retirement Strategies, Inc. |
2026 Q3
|
10/9/2026 |
53
|
$244M
|
| CoreCap Advisors, LLC |
2026 Q3
|
10/8/2026 |
3,146
|
$3.48B
|
| ATWOOD & PALMER INC |
2026 Q3
|
10/8/2026 |
496
|
$1.95B
|
| Kure Advisory, LLC |
2026 Q3
|
10/8/2026 |
62
|
$216M
|
| ZEVENBERGEN CAPITAL INVESTMENTS LLC |
2026 Q3
|
10/8/2026 |
189
|
$4.37B
|
| Fenimore Asset Management Inc |
2026 Q3
|
10/8/2026 |
93
|
$4.55B
|
| Adams Asset Advisors, LLC |
2026 Q3
|
10/8/2026 |
94
|
$984M
|
| SAPIENT CAPITAL LLC |
2026 Q3
|
10/8/2026 |
392
|
$7.44B
|
| Westwind Capital |
2026 Q3
|
10/8/2026 |
87
|
$426M
|
| BRIGHTON SECURITIES CORP. |
2026 Q3
|
10/8/2026 |
48
|
$239M
|
| Overbrook Management Corp |
2026 Q3
|
10/8/2026 |
53
|
$643M
|
| Hiley Hunt Wealth Management |
2026 Q3
|
10/8/2026 |
49
|
$257M
|
| REX Advisers, LLC |
2026 Q3
|
10/8/2026 |
66
|
$18.7M
|
| MTCO Ltd. |
2026 Q3
|
10/8/2026 |
6
|
$155M
|
| Farther Finance Advisors, LLC |
2026 Q3
|
10/8/2026 |
6,201
|
$14.1B
|
| Robert Bosch GmbH |
2026 Q3
|
10/8/2026 |
3
|
$151M
|
| Meadowbrook Wealth Management, LLC |
2026 Q3
|
10/8/2026 |
72
|
$95.4M
|
| Invariant Investment Management |
2026 Q3
|
10/8/2026 |
69
|
$173M
|
| Conrad Siegel Investment Advisors, Inc. |
2026 Q3
|
10/8/2026 |
74
|
$618M
|
| Hamilton Capital, LLC |
2026 Q3
|
10/8/2026 |
155
|
$1.78B
|
| Independence Financial Advisors, LLC |
2026 Q3
|
10/8/2026 |
55
|
$398M
|
| BONNESS ENTERPRISES INC |
2026 Q3
|
10/8/2026 |
59
|
$307M
|
| Davis Capital Management |
2026 Q3
|
10/8/2026 |
1,175
|
$167M
|
| Factor Wealth Management LTD |
2026 Q3
|
10/8/2026 |
163
|
$654M
|
| Financial Enhancement Group LLC |
2026 Q3
|
10/8/2026 |
140
|
$869M
|
| Green Alpha Advisors, LLC |
2026 Q3
|
10/8/2026 |
110
|
$148M
|
| ZynergyRetirementPlanningLLC |
2026 Q3
|
10/8/2026 |
25
|
$187M
|
| Horrell Capital Management, Inc. |
2026 Q3
|
10/8/2026 |
197
|
$189M
|
| Wisconsin Wealth Advisors, LLC |
2026 Q3
|
10/8/2026 |
84
|
$119M
|
| PROFESSIONAL ADVISORY SERVICES INC |
2026 Q3
|
10/8/2026 |
90
|
$837M
|
| Midwest Financial Partners Investments, Inc. |
2026 Q3
|
10/8/2026 |
80
|
$260M
|
| Two Creeks Capital Management, LP |
2026 Q3
|
10/8/2026 |
1
|
$0
|
| Bell Asset Management Ltd |
2026 Q3
|
10/8/2026 |
68
|
$277M
|
| Grove Bank & Trust |
2026 Q3
|
10/8/2026 |
1,086
|
$1.01B
|
| Galvin, Gaustad & Stein, LLC |
2026 Q3
|
10/8/2026 |
257
|
$1.33B
|
| Dorato Capital Management |
2026 Q3
|
10/8/2026 |
254
|
$150M
|
| GAMMA Investing LLC |
2026 Q3
|
10/8/2026 |
4,329
|
$2.96B
|
| Michael J. Porro & Co. Financial Advisors, Inc. |
2025 Q4
|
10/8/2026 |
130
|
$119M
|
| Allen Mooney & Barnes Investment Advisors LLC |
2026 Q3
|
10/8/2026 |
158
|
$673M
|
| TOTH FINANCIAL ADVISORY CORP |
2026 Q3
|
10/8/2026 |
1,024
|
$1.00B
|
| Kessler Investment Group, LLC |
2026 Q3
|
10/8/2026 |
82
|
$207M
|
| Whalen Wealth Management Inc. |
2026 Q3
|
10/8/2026 |
203
|
$234M
|
| Kaydan Wealth Management, Inc. |
2026 Q3
|
10/8/2026 |
116
|
$291M
|
| New Covenant Trust Company, N.A. |
2026 Q3
|
10/8/2026 |
111
|
$144M
|
| Quintet Private Bank (Europe) S.A. |
2026 Q3
|
10/8/2026 |
192
|
$2.28B
|
| Everhart Financial Group, Inc. |
2026 Q3
|
10/8/2026 |
495
|
$1.62B
|
| Gradient Investments LLC |
2026 Q3
|
10/8/2026 |
457
|
$7.00B
|
| Avidian Wealth Enterprises, LLC |
2026 Q3
|
10/8/2026 |
753
|
$3.58B
|
| Nipun Capital, L.P. |
2026 Q3
|
10/8/2026 |
9
|
$220M
|