| STERLING INVESTMENT MANAGEMENT, LLC |
2026 Q2
|
7/21/2026 |
66
|
$180 M
|
| Liberty Atlantic Advisors LLC |
2026 Q2
|
7/21/2026 |
86
|
$140 M
|
| 4J Wealth Management LLC |
2026 Q2
|
7/21/2026 |
111
|
$200 M
|
| SBI Okasan Asset Management Co.Ltd. |
2026 Q2
|
7/21/2026 |
320
|
$3.0 B
|
| CAPSTONE CAPITAL LLC |
2026 Q2
|
7/21/2026 |
26
|
$180 M
|
| Foundation Wealth Management, LLC\PA |
2026 Q2
|
7/21/2026 |
105
|
$330 M
|
| CENTRAL VALLEY ADVISORS, LLC |
2026 Q2
|
7/21/2026 |
226
|
$390 M
|
| Revisor Wealth Management LLC |
2026 Q2
|
7/21/2026 |
371
|
$420 M
|
| WINNACLE WEALTH LLC |
2026 Q2
|
7/21/2026 |
137
|
$150 M
|
| Sequent Asset Management, LLC |
2026 Q2
|
7/21/2026 |
90
|
$240 M
|
| Catterton Management Company, L.L.C. |
2026 Q2
|
7/21/2026 |
3
|
$4.3 B
|
| North Growth Management Ltd. |
2026 Q2
|
7/21/2026 |
48
|
$780 M
|
| Foundry Financial LLC |
2026 Q2
|
7/21/2026 |
86
|
$300 M
|
| Braeburn Wealth Management LLC |
2026 Q2
|
7/21/2026 |
99
|
$230 M
|
| Sequent Asset Management, LLC |
2026 Q1
|
7/21/2026 |
90
|
$210 M
|
| JCSD Capital, LLC |
2026 Q2
|
7/21/2026 |
19
|
$69 M
|
| Life Planning Partners, Inc |
2026 Q2
|
7/21/2026 |
71
|
$130 M
|
| Hidden Cove Wealth Management, LLC |
2026 Q2
|
7/21/2026 |
133
|
$180 M
|
| My Personal CFO, LLC |
2026 Q2
|
7/21/2026 |
91
|
$260 M
|
| BetterWealth, LLC |
2026 Q2
|
7/21/2026 |
86
|
$570 M
|
| Orange Investment Advisors, Inc. |
2026 Q2
|
7/21/2026 |
143
|
$820 M
|
| Scarborough Advisors, LLC |
2026 Q2
|
7/21/2026 |
147
|
$870 M
|
| Shotwell Rutter Baer Inc |
2026 Q2
|
7/21/2026 |
38
|
$180 M
|
| Appalachian Capital Management Ltd |
2026 Q2
|
7/21/2026 |
43
|
$140 M
|
| P.A.W. CAPITAL CORP |
2026 Q1 - NEW HOLDINGS
|
7/21/2026 |
45
|
$88 M
|
| Midwest Financial Group LLC |
2026 Q2
|
7/21/2026 |
136
|
$290 M
|
| Flagstone Financial Management |
2026 Q2
|
7/21/2026 |
77
|
$450 M
|
| Financial Life Planners |
2026 Q2
|
7/21/2026 |
339
|
$160 M
|
| Pearl Planning LLC |
2026 Q2
|
7/21/2026 |
58
|
$220 M
|
| Northland Capital Management LLC |
2026 Q2
|
7/21/2026 |
30
|
$190 M
|
| Columbia Asset Management |
2026 Q2
|
7/21/2026 |
168
|
$580 M
|
| Crown Wealth Group, LLC |
2026 Q2
|
7/21/2026 |
150
|
$390 M
|
| HighRoad Wealth Advisors, LLC |
2026 Q2
|
7/21/2026 |
38
|
$120 M
|
| bLong Financial, LLC |
2026 Q2
|
7/21/2026 |
80
|
$150 M
|
| Hofer & Associates. Inc |
2026 Q2
|
7/21/2026 |
70
|
$210 M
|
| WASHINGTON CAPITAL MANAGEMENT, INC |
2026 Q2
|
7/21/2026 |
113
|
$150 M
|
| NORRIS PERNE & FRENCH LLP/MI |
2026 Q2
|
7/21/2026 |
147
|
$1.7 B
|
| CAMPBELL NEWMAN ASSET MANAGEMENT INC |
2026 Q2
|
7/21/2026 |
99
|
$1.3 B
|
| P.A.W. CAPITAL CORP |
2026 Q1 - RESTATEMENT
|
7/21/2026 |
19
|
$37 M
|
| NOVEM GROUP |
2026 Q2
|
7/21/2026 |
920
|
$990 M
|
| Bay Capital Advisors, LLC |
2026 Q2
|
7/21/2026 |
108
|
$190 M
|
| 5T Wealth, LLC |
2026 Q2
|
7/21/2026 |
134
|
$270 M
|
| Demars Financial Group, LLC |
2026 Q2
|
7/21/2026 |
113
|
$360 M
|
| Center for Financial Planning, Inc. |
2026 Q2
|
7/21/2026 |
669
|
$1.1 B
|
| Wilkerson Advisory Group LLC |
2026 Q2
|
7/21/2026 |
620
|
$330 M
|
| Retirement Management Systems Inc. |
2026 Q2
|
7/21/2026 |
55
|
$490 M
|
| WestHill Financial Advisors, Inc. |
2026 Q2
|
7/21/2026 |
82
|
$590 M
|
| LS Investment Advisors, LLC |
2026 Q2
|
7/21/2026 |
127
|
$740 M
|
| CV Advisors LLC |
2026 Q2
|
7/21/2026 |
134
|
$540 M
|
| MONEYWISE, INC. |
2026 Q2
|
7/21/2026 |
86
|
$270 M
|
| Gunderson Capital Management LLC |
2026 Q2
|
7/21/2026 |
52
|
$370 M
|
| SOUTHERN MICHIGAN BANK & TRUST |
2026 Q2
|
7/21/2026 |
422
|
$280 M
|
| AMI ASSET MANAGEMENT CORP |
2026 Q2
|
7/21/2026 |
99
|
$1.7 B
|
| EVOLUTION WEALTH MANAGEMENT INC. |
2026 Q2
|
7/21/2026 |
939
|
$170 M
|
| Biltmore Wealth Management, LLC |
2026 Q2
|
7/21/2026 |
58
|
$320 M
|
| Cordoba Advisory Partners LLC |
2026 Q2
|
7/21/2026 |
144
|
$470 M
|
| GREENLEAF TRUST |
2026 Q2
|
7/21/2026 |
1,427
|
$10 B
|
| CRUX WEALTH ADVISORS |
2026 Q2
|
7/21/2026 |
192
|
$290 M
|
| DAVIDSON INVESTMENT ADVISORS |
2026 Q2
|
7/21/2026 |
123
|
$2.4 B
|
| UNIQUE WEALTH, LLC |
2026 Q2
|
7/21/2026 |
201
|
$860 M
|
| LAUREL OAK WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/21/2026 |
383
|
$690 M
|
| ABSOLUTE INVESTMENT ADVISERS, LLC |
2026 Q2
|
7/21/2026 |
112
|
$1.0 B
|
| Jefferson Bridge Capital, LLC |
2026 Q2
|
7/21/2026 |
53
|
$120 M
|
| PROATHLETE WEALTH MANAGEMENT LLC |
2026 Q2
|
7/21/2026 |
374
|
$400 M
|
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI |
2026 Q2
|
7/21/2026 |
160
|
$1.5 B
|
| FULCRUM WEALTH ADVISORS, LLC |
2026 Q2
|
7/21/2026 |
81
|
$130 M
|
| WEALTHEDGE INVESTMENT ADVISORS, LLC |
2026 Q2
|
7/21/2026 |
143
|
$290 M
|
| Portus Wealth Advisors, LLC |
2026 Q2
|
7/21/2026 |
50
|
$120 M
|
| RCW Management, LLC |
2026 Q2
|
7/21/2026 |
68
|
$110 M
|
| Madson Wealth Advisors Inc |
2026 Q2
|
7/21/2026 |
97
|
$150 M
|
| Raleigh Capital Management Inc. |
2026 Q2
|
7/21/2026 |
610
|
$310 M
|
| Financial Architects, LLC |
2026 Q2
|
7/21/2026 |
24
|
$210 M
|
| CLARIS ADVISORS, LLC / MO / |
2026 Q2
|
7/21/2026 |
74
|
$380 M
|
| LANDAAS & CO /WI /ADV |
2026 Q2
|
7/21/2026 |
149
|
$550 M
|
| OLD SECOND NATIONAL BANK OF AURORA |
2026 Q2
|
7/21/2026 |
387
|
$530 M
|
| Ifrah Financial Services, Inc. |
2026 Q2
|
7/21/2026 |
214
|
$410 M
|
| Red Mountain Financial, LLC |
2026 Q2
|
7/21/2026 |
82
|
$120 M
|
| Flywheel Private Wealth LLC |
2026 Q2
|
7/21/2026 |
109
|
$200 M
|
| October Effect Ltd |
2026 Q2
|
7/21/2026 |
64
|
$110 M
|
| Keystone Financial Group, Inc. |
2026 Q2
|
7/21/2026 |
122
|
$190 M
|
| FORTE ASSET MANAGEMENT LLC |
2026 Q2
|
7/21/2026 |
77
|
$240 M
|
| River Street Advisors LLC |
2026 Q2
|
7/21/2026 |
255
|
$340 M
|
| Transmarket Holdings LP |
2026 Q2
|
7/21/2026 |
33
|
$140 M
|
| JABODON PT CO |
2026 Q2
|
7/21/2026 |
8
|
$1.0 B
|
| Legacy Financial Strategies, LLC |
2026 Q2
|
7/21/2026 |
152
|
$650 M
|
| First Nebraska Trust Co |
2014 Q3
|
7/21/2026 |
102
|
$350 M
|
| GRANITE ISLANDS PRIVATE WEALTH, LLC |
2026 Q2
|
7/21/2026 |
78
|
$140 M
|
| Worthington Financial Partners, LLC |
2026 Q2
|
7/21/2026 |
119
|
$120 M
|
| ASL Financial, LLC |
2026 Q2
|
7/21/2026 |
99
|
$140 M
|
| Harrison Street Private Wealth LLC |
2026 Q2
|
7/21/2026 |
21
|
$71 M
|
| FOUNDATION RESOURCE MANAGEMENT INC |
2026 Q2
|
7/21/2026 |
56
|
$860 M
|
| CWC Advisors, LLC. |
2026 Q2
|
7/21/2026 |
152
|
$230 M
|
| Lewis Asset Management, LLC |
2026 Q2
|
7/21/2026 |
219
|
$290 M
|
| ENCOMPASS WEALTH ADVISORS, LLC |
2026 Q2
|
7/21/2026 |
109
|
$330 M
|
| PRECEDENT WEALTH PARTNERS, LLC |
2026 Q2
|
7/21/2026 |
207
|
$600 M
|
| MONTRUSCO BOLTON INVESTMENTS INC. |
2026 Q2
|
7/21/2026 |
80
|
$6.5 B
|
| Premier Path Wealth Partners, LLC |
2026 Q2
|
7/21/2026 |
400
|
$870 M
|
| Brucke Financial, Inc. |
2026 Q2
|
7/21/2026 |
175
|
$230 M
|
| Guardian Asset Advisors, LLC |
2026 Q2
|
7/21/2026 |
132
|
$220 M
|
| First Nebraska Trust Co |
2014 Q4
|
7/21/2026 |
105
|
$340 M
|