| River Road Asset Management, LLC |
2026 Q2
|
7/17/2026 |
175
|
$9.0 B
|
| Aspen Investment Management Inc |
2026 Q2
|
7/17/2026 |
187
|
$370 M
|
| Grey Fox Wealth Advisors, LLC |
2026 Q2
|
7/17/2026 |
227
|
$640 M
|
| Benchmark Financial Wealth Advisors, LLC |
2026 Q2
|
7/17/2026 |
148
|
$410 M
|
| LTS Liquid Investments LLC |
2026 Q2
|
7/17/2026 |
8
|
$190 M
|
| Cypress Capital, LLC |
2026 Q2
|
7/17/2026 |
113
|
$370 M
|
| BRC-Global BAH Investments Ltd. |
2026 Q2
|
7/17/2026 |
1
|
$0
|
| OFI INVEST ASSET MANAGEMENT |
2026 Q2
|
7/17/2026 |
365
|
$10 B
|
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS |
2026 Q2
|
7/17/2026 |
1,759
|
$21 B
|
| MANCHESTER FINANCIAL INC |
2026 Q2
|
7/17/2026 |
145
|
$560 M
|
| Asio Capital, LLC |
2026 Q2
|
7/17/2026 |
109
|
$780 M
|
| Rezny Wealth Management, Inc. |
2026 Q2
|
7/17/2026 |
37
|
$580 M
|
| LongView Wealth Management |
2026 Q2
|
7/17/2026 |
227
|
$390 M
|
| Camelot Portfolios, LLC |
2026 Q2
|
7/17/2026 |
215
|
$140 M
|
| Winthrop Advisory Group LLC |
2026 Q2
|
7/17/2026 |
331
|
$1.5 B
|
| MCRAE CAPITAL MANAGEMENT INC |
2026 Q2
|
7/17/2026 |
113
|
$510 M
|
| AAF Wealth Management, LLC |
2026 Q2
|
7/17/2026 |
65
|
$270 M
|
| HM PAYSON & CO |
2026 Q2
|
7/17/2026 |
1,604
|
$7.5 B
|
| Great Diamond Partners, LLC |
2026 Q2
|
7/17/2026 |
238
|
$580 M
|
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC |
2026 Q2
|
7/17/2026 |
4,387
|
$490 M
|
| Archford Capital Strategies, LLC |
2026 Q2
|
7/17/2026 |
359
|
$990 M
|
| AMERIPRISE FINANCIAL INC |
2026 Q1 - NEW HOLDINGS
|
7/17/2026 |
2
|
$2.5 M
|
| CARY STREET PARTNERS FINANCIAL LLC |
2026 Q2
|
7/17/2026 |
1,445
|
$4.6 B
|
| AMERIPRISE FINANCIAL INC |
2026 Q1 - RESTATEMENT
|
7/17/2026 |
11,197
|
$430 B
|
| Roger Wittlin Investment Advisory, LLC |
2026 Q2
|
7/17/2026 |
43
|
$130 M
|
| SeaBridge Investment Advisors LLC |
2026 Q2
|
7/17/2026 |
188
|
$690 M
|
| Corecam AG |
2026 Q2
|
7/17/2026 |
50
|
$120 M
|
| OLIO Financial Planning |
2026 Q2
|
7/17/2026 |
68
|
$400 M
|
| 4WEALTH ADVISORS, INC. |
2026 Q2
|
7/17/2026 |
151
|
$130 M
|
| Matson Money. Inc. |
2026 Q2
|
7/17/2026 |
9
|
$3.6 B
|
| SVB WEALTH LLC |
2026 Q2
|
7/17/2026 |
1,570
|
$1.6 B
|
| Intergy Private Wealth, LLC |
2026 Q2
|
7/17/2026 |
147
|
$430 M
|
| DIVERSIFIED TRUST CO |
2026 Q2
|
7/17/2026 |
1,285
|
$6.2 B
|
| McClarren Financial Advisors, Inc. |
2026 Q2
|
7/17/2026 |
85
|
$190 M
|
| New York University |
2026 Q2
|
7/17/2026 |
1
|
$130 M
|
| Conrad Siegel Investment Advisors, Inc. |
2026 Q2
|
7/17/2026 |
74
|
$610 M
|
| Exane Asset Management |
2026 Q2
|
7/17/2026 |
28
|
$280 M
|
| First Citizens Asset Management, Inc. |
2026 Q2
|
7/17/2026 |
30
|
$310 M
|
| Arbejdsmarkedets Tillaegspension |
2026 Q2
|
7/17/2026 |
164
|
$4.6 B
|
| Avanza Fonder AB |
2026 Q2
|
7/17/2026 |
857
|
$4.6 B
|
| CALEDONIA INVESTMENTS PLC |
2026 Q2
|
7/17/2026 |
15
|
$880 M
|
| JCIC Asset Management Inc. |
2026 Q2
|
7/17/2026 |
113
|
$330 M
|
| Amanah Holdings Trust |
2026 Q2
|
7/17/2026 |
20
|
$1.7 B
|
| TB Alternative Assets Ltd. |
2026 Q2
|
7/17/2026 |
34
|
$620 M
|
| Second Half Financial Partners, LLC |
2026 Q2
|
7/16/2026 |
109
|
$240 M
|
| Reyes Financial Architecture, Inc. |
2026 Q2
|
7/16/2026 |
317
|
$180 M
|
| Gallacher Capital Management LLC |
2026 Q2
|
7/16/2026 |
259
|
$180 M
|
| AK GLOBAL ASSET MANAGEMENT, LLC |
2026 Q2
|
7/16/2026 |
28
|
$120 M
|
| Boyd Wealth Management, LLC |
2026 Q2
|
7/16/2026 |
47
|
$260 M
|
| Stonebridge Wealth Management, LLC |
2026 Q2
|
7/16/2026 |
37
|
$110 M
|
| Greenfield FTC, Inc. |
2026 Q2
|
7/16/2026 |
4
|
$730 M
|
| CHICAGO TRUST Co NA |
2026 Q2
|
7/16/2026 |
662
|
$690 M
|
| Johnson Bixby & Associates, LLC |
2026 Q2
|
7/16/2026 |
131
|
$900 M
|
| PFG Advisors |
2026 Q2
|
7/16/2026 |
791
|
$2.0 B
|
| HENGEHOLD CAPITAL MANAGEMENT LLC |
2026 Q2
|
7/16/2026 |
229
|
$1.3 B
|
| Mid-American Wealth Advisory Group, Inc. |
2026 Q2
|
7/16/2026 |
66
|
$280 M
|
| CogentBlue Wealth Advisors, LLC |
2026 Q2
|
7/16/2026 |
103
|
$170 M
|
| Cambridge Advisors Inc. |
2026 Q2
|
7/16/2026 |
183
|
$580 M
|
| Certified Advisory Corp |
2026 Q2
|
7/16/2026 |
327
|
$1.2 B
|
| Cooke Wealth Management, LLC |
2026 Q2
|
7/16/2026 |
39
|
$120 M
|
| Sharper & Granite LLC |
2026 Q2
|
7/16/2026 |
109
|
$320 M
|
| Bond & Devick Financial Network, Inc. |
2026 Q2
|
7/16/2026 |
207
|
$410 M
|
| Frist Capital, LLC |
2026 Q2
|
7/16/2026 |
1
|
$0
|
| Stone Wealth Partners |
2026 Q2
|
7/16/2026 |
63
|
$140 M
|
| BEACON FINANCIAL GROUP |
2026 Q2
|
7/16/2026 |
377
|
$1.1 B
|
| ALLSTREET CAPITAL ADVISORS LLC |
2026 Q1
|
7/16/2026 |
63
|
$140 M
|
| Apeiron RIA LLC |
2026 Q2
|
7/16/2026 |
162
|
$390 M
|
| BRANDYWINE OAK PRIVATE WEALTH LLC |
2026 Q2
|
7/16/2026 |
245
|
$1.3 B
|
| True Wind Capital Management, L.P. |
2026 Q2
|
7/16/2026 |
2
|
$230 M
|
| WAYSTONE ADVISORS LLC |
2026 Q2
|
7/16/2026 |
110
|
$130 M
|
| Ledyard National Bank |
2026 Q2
|
7/16/2026 |
344
|
$1.2 B
|
| Integrated Financial Solutions, Inc. |
2026 Q2
|
7/16/2026 |
36
|
$190 M
|
| Global Trust Wealth Management LLC |
2026 Q2
|
7/16/2026 |
75
|
$150 M
|
| PMG Family Office LLC |
2026 Q2
|
7/16/2026 |
114
|
$110 M
|
| Cornerstone Management, Inc. |
2026 Q2
|
7/16/2026 |
67
|
$700 M
|
| Acropolis Investment Management, LLC |
2026 Q2 - RESTATEMENT
|
7/16/2026 |
384
|
$2.5 B
|
| Targeted Financial Services LLC |
2026 Q2
|
7/16/2026 |
63
|
$140 M
|
| Patriot Financial Group Insurance Agency, LLC |
2026 Q2
|
7/16/2026 |
491
|
$970 M
|
| RIVERSEDGE ADVISORS, LLC |
2026 Q2
|
7/16/2026 |
316
|
$760 M
|
| McHugh Group, LLC |
2026 Q2
|
7/16/2026 |
86
|
$200 M
|
| DAILY JOURNAL CORP |
2026 Q2
|
7/16/2026 |
4
|
$260 M
|
| Higgins & Schmidt Wealth Strategies LLC |
2026 Q2
|
7/16/2026 |
65
|
$240 M
|
| James Reed Financial Services, Inc. |
2026 Q2
|
7/16/2026 |
19
|
$130 M
|
| ALKEME WEALTH, LLC |
2026 Q2
|
7/16/2026 |
101
|
$260 M
|
| Ramiah Investment Group |
2026 Q2
|
7/16/2026 |
79
|
$130 M
|
| Clarity Asset Management, Inc. |
2026 Q2
|
7/16/2026 |
67
|
$200 M
|
| PENOBSCOT WEALTH MANAGEMENT |
2026 Q2
|
7/16/2026 |
117
|
$370 M
|
| Baker Chad R |
2026 Q2
|
7/16/2026 |
51
|
$620 M
|
| Crossmark Global Holdings, Inc. |
2026 Q2
|
7/16/2026 |
1,267
|
$7.7 B
|
| AVALON CAPITAL MANAGEMENT |
2026 Q2
|
7/16/2026 |
130
|
$420 M
|
| Mraz, Amerine & Associates, Inc. |
2026 Q2
|
7/16/2026 |
199
|
$700 M
|
| REBALANCE, LLC |
2026 Q2
|
7/16/2026 |
103
|
$1.9 B
|
| Rempart Asset Management Inc. |
2026 Q2
|
7/16/2026 |
36
|
$490 M
|
| Coastwise Capital Group, LLC |
2026 Q2
|
7/16/2026 |
143
|
$170 M
|
| TRUEFG, LLC |
2026 Q2
|
7/16/2026 |
75
|
$430 M
|
| STEPHENS GROUP ASSET MANAGEMENT, LLC |
2026 Q2
|
7/16/2026 |
26
|
$1.8 B
|
| Lifelong Wealth Advisors, Inc. |
2026 Q2
|
7/16/2026 |
99
|
$430 M
|
| First Nebraska Trust Co |
2016 Q1
|
7/16/2026 |
108
|
$360 M
|
| Capital Advisors, Ltd. LLC |
2026 Q2
|
7/16/2026 |
1,518
|
$990 M
|
| VERITY Wealth Advisors |
2026 Q2
|
7/16/2026 |
81
|
$170 M
|