| First Nebraska Trust Co |
2014 Q2
|
7/22/2026 |
102
|
$350 M
|
| TrustWell Financial Advisors, LLC |
2026 Q2
|
7/22/2026 |
78
|
$120 M
|
| ALTOS VENTURES MANAGEMENT, INC. |
2026 Q2
|
7/22/2026 |
1
|
$0
|
| True North Advisors, LLC |
2026 Q2
|
7/22/2026 |
291
|
$1.0 B
|
| Alta Partners Management Company, L.P. |
2026 Q2
|
7/22/2026 |
2
|
$130 M
|
| RED TREE MANAGEMENT, LLC |
2026 Q2
|
7/22/2026 |
3
|
$150 M
|
| FIDELIS iM, LLC |
2026 Q2
|
7/22/2026 |
27
|
$290 M
|
| Owen LaRue, LLC |
2026 Q2
|
7/22/2026 |
141
|
$290 M
|
| Ahara Advisors LLC |
2026 Q2
|
7/22/2026 |
56
|
$150 M
|
| ANDERA PARTNERS |
2026 Q2
|
7/22/2026 |
8
|
$210 M
|
| Wendel SE |
2026 Q2
|
7/22/2026 |
1
|
$520 M
|
| Townsend & Associates, Inc |
2026 Q2
|
7/22/2026 |
115
|
$1.2 B
|
| Yoder Wealth Management, Inc. |
2026 Q2
|
7/22/2026 |
129
|
$260 M
|
| Wildcat Capital Management, LLC |
2026 Q2
|
7/22/2026 |
3
|
$230 M
|
| Legacy CG, LLC |
2026 Q2
|
7/22/2026 |
45
|
$390 M
|
| State of Wisconsin - Board of Commissioners of Public Lands |
2026 Q2
|
7/22/2026 |
6
|
$150 M
|
| Kooman & Associates |
2026 Q2
|
7/22/2026 |
57
|
$370 M
|
| BLUESTEM FINANCIAL ADVISORS, LLC |
2026 Q2
|
7/22/2026 |
34
|
$290 M
|
| Confluence Wealth Services, Inc. |
2026 Q2
|
7/22/2026 |
476
|
$3.5 B
|
| HARBOUR INVESTMENT MANAGEMENT LLC |
2026 Q2
|
7/22/2026 |
108
|
$190 M
|
| Consolidated Investment Group LLC |
2026 Q2
|
7/22/2026 |
77
|
$1.2 B
|
| Asset Advisors Investment Management, LLC |
2026 Q2
|
7/22/2026 |
102
|
$1.1 B
|
| Chapman Investment Management, LLC |
2026 Q2
|
7/22/2026 |
27
|
$120 M
|
| Foundry Financial Group, Inc. |
2026 Q2
|
7/22/2026 |
80
|
$230 M
|
| Chris Bulman Inc |
2026 Q2
|
7/22/2026 |
165
|
$270 M
|
| Pembroke Management, LTD |
2026 Q2
|
7/22/2026 |
78
|
$640 M
|
| EXCHANGE TRADED CONCEPTS, LLC |
2026 Q2
|
7/22/2026 |
2,766
|
$22 B
|
| Two West Capital Advisors LLC |
2026 Q2
|
7/22/2026 |
101
|
$200 M
|
| Harbor Asset Planning, Inc. |
2026 Q2
|
7/22/2026 |
2,028
|
$130 M
|
| Meridian Financial Advisors, LLC |
2026 Q2
|
7/22/2026 |
146
|
$210 M
|
| Lighthouse Wealth Management Inc. |
2026 Q2
|
7/22/2026 |
47
|
$160 M
|
| Sippican Capital Advisors |
2026 Q2
|
7/22/2026 |
111
|
$160 M
|
| Lee Financial Co |
2026 Q2
|
7/22/2026 |
236
|
$780 M
|
| Orca Wealth Management, LLC |
2026 Q2
|
7/22/2026 |
83
|
$170 M
|
| LAVELLE CAPITAL LP |
2026 Q2
|
7/22/2026 |
77
|
$230 M
|
| OAKWORTH CAPITAL, INC. |
2026 Q2
|
7/22/2026 |
1,354
|
$2.1 B
|
| ALBION FINANCIAL GROUP /UT |
2026 Q2
|
7/22/2026 |
652
|
$1.7 B
|
| Financial Guidance Group, Inc. |
2026 Q2
|
7/22/2026 |
91
|
$270 M
|
| Beaumont Asset Management, L.L.C. |
2026 Q2
|
7/22/2026 |
79
|
$260 M
|
| York GP, Ltd. |
2026 Q2
|
7/22/2026 |
3
|
$130 M
|
| Capital Management Associates, Inc |
2026 Q2
|
7/22/2026 |
167
|
$500 M
|
| David Kennon Inc |
2026 Q2
|
7/22/2026 |
45
|
$300 M
|
| Retireful, LLC |
2026 Q2
|
7/22/2026 |
81
|
$110 M
|
| MARATHON CAPITAL MANAGEMENT |
2026 Q2
|
7/22/2026 |
187
|
$490 M
|
| AllGen Financial Advisors, Inc. |
2026 Q2
|
7/22/2026 |
36
|
$460 M
|
| Chicago Capital Management, LLC |
2026 Q2
|
7/22/2026 |
27
|
$110 M
|
| Hopwood Financial Services, Inc. |
2026 Q2
|
7/22/2026 |
92
|
$170 M
|
| Atlatl Advisers LLC |
2026 Q2
|
7/22/2026 |
459
|
$420 M
|
| Slow Capital, Inc. |
2026 Q2
|
7/22/2026 |
111
|
$860 M
|
| Kingsman Wealth Management, Inc. |
2026 Q2
|
7/22/2026 |
76
|
$210 M
|
| FOUNDERS GROVE WEALTH PARTNERS, LLC |
2026 Q2
|
7/22/2026 |
184
|
$500 M
|
| MONARCH CAPITAL MANAGEMENT INC |
2026 Q2
|
7/22/2026 |
130
|
$440 M
|
| Golden State Wealth Management, LLC |
2026 Q2
|
7/22/2026 |
1,684
|
$1.1 B
|
| Cross Staff Investments Inc |
2026 Q2
|
7/22/2026 |
133
|
$180 M
|
| Symphony Financial Services, Inc. |
2026 Q2
|
7/22/2026 |
105
|
$220 M
|
| Altura Wealth Advisors Inc. |
2026 Q2
|
7/22/2026 |
84
|
$300 M
|
| INVESTMENT MANAGEMENT CORP /VA/ /ADV |
2026 Q2
|
7/22/2026 |
50
|
$120 M
|
| Legacy Wealth Partners, LLC |
2026 Q2
|
7/22/2026 |
189
|
$450 M
|
| Networth Advisors, LLC |
2026 Q2
|
7/22/2026 |
383
|
$170 M
|
| PRESILIUM PRIVATE WEALTH, LLC |
2026 Q2
|
7/22/2026 |
96
|
$650 M
|
| Split Rock Private Trading & Wealth Management, LLC |
2026 Q2
|
7/22/2026 |
49
|
$150 M
|
| Legacies Wealth LLC |
2026 Q2
|
7/22/2026 |
109
|
$180 M
|
| Harbor Group, Inc. |
2026 Q2
|
7/22/2026 |
115
|
$850 M
|
| Sage Investment Counsel LLC |
2026 Q2
|
7/22/2026 |
126
|
$100 M
|
| Telos Capital Management, Inc. |
2026 Q2
|
7/22/2026 |
201
|
$1.1 B
|
| SpringVest Wealth Management LLC |
2026 Q2
|
7/22/2026 |
74
|
$160 M
|
| Riverbend Wealth Management, LLC |
2026 Q2
|
7/22/2026 |
176
|
$200 M
|
| LMCG INVESTMENTS, LLC |
2026 Q2
|
7/22/2026 |
225
|
$1.9 B
|
| Catawba River Capital |
2026 Q2
|
7/22/2026 |
24
|
$220 M
|
| Bayshore Capital Advisors, LLC |
2026 Q2
|
7/22/2026 |
42
|
$210 M
|
| Western Financial Corp/CA |
2026 Q2
|
7/22/2026 |
132
|
$340 M
|
| Leicht Financial Planning & Wealth Management, Inc. |
2026 Q2
|
7/22/2026 |
16
|
$240 M
|
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. |
2026 Q2
|
7/22/2026 |
57
|
$200 M
|
| SFG Wealth Management, LLC. |
2026 Q2
|
7/22/2026 |
113
|
$280 M
|
| Arlington Financial Advisors, LLC |
2026 Q2
|
7/22/2026 |
107
|
$790 M
|
| Beach Point Capital Management LP |
2026 Q2
|
7/22/2026 |
14
|
$260 M
|
| RiverTree Advisors, LLC |
2026 Q2
|
7/22/2026 |
72
|
$170 M
|
| Bishop & Co Investment Management, LLC |
2026 Q2
|
7/22/2026 |
26
|
$320 M
|
| Cornerstone Wealth Management, LLC |
2026 Q2
|
7/22/2026 |
745
|
$2.3 B
|
| Canopy Partners, LLC |
2026 Q2
|
7/22/2026 |
256
|
$330 M
|
| Columbus Macro, LLC |
2026 Q2
|
7/22/2026 |
207
|
$1.0 B
|
| McElhenny Sheffield Capital Management, LLC |
2026 Q2
|
7/22/2026 |
108
|
$400 M
|
| Spectrum Financial Alliance Ltd LLC |
2026 Q2
|
7/22/2026 |
32
|
$680 M
|
| WEALTH MANAGEMENT RESOURCES, INC. |
2026 Q2
|
7/22/2026 |
31
|
$320 M
|
| Lesa Sroufe & Co |
2026 Q2
|
7/22/2026 |
68
|
$140 M
|
| COERENTE CAPITAL MANAGEMENT |
2026 Q2
|
7/22/2026 |
43
|
$540 M
|
| IMPACTfolio, LLC |
2026 Q2
|
7/22/2026 |
37
|
$270 M
|
| Penney Financial, LLC |
2026 Q2
|
7/22/2026 |
53
|
$290 M
|
| Wallington Asset Management, LLC |
2026 Q2
|
7/22/2026 |
61
|
$810 M
|
| Cresta Advisors, Ltd. |
2026 Q2
|
7/22/2026 |
54
|
$280 M
|
| Shum Financial Group, Inc. |
2026 Q2
|
7/22/2026 |
106
|
$170 M
|
| FLOYD FINANCIAL GROUP LLC |
2026 Q2
|
7/22/2026 |
65
|
$150 M
|
| Farnam Financial LLC |
2026 Q2
|
7/22/2026 |
53
|
$140 M
|
| Evensky & Katz LLC |
2026 Q2
|
7/22/2026 |
72
|
$1.9 B
|
| Rochester Wealth Strategies, LLC |
2026 Q2
|
7/22/2026 |
27
|
$180 M
|
| apricus wealth, LLC |
2026 Q2
|
7/22/2026 |
129
|
$210 M
|
| Horst & Graben Wealth Management LLC |
2026 Q2
|
7/22/2026 |
205
|
$760 M
|
| KFG WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/22/2026 |
225
|
$890 M
|
| ABLE Financial Group, LLC |
2026 Q2
|
7/22/2026 |
222
|
$600 M
|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
2026 Q2
|
7/22/2026 |
2,359
|
$1.7 B
|