| Kaufman Rossin Wealth, LLC |
2026 Q2
|
7/16/2026 |
112
|
$210 M
|
| RICHARDS, MERRILL & PETERSON, INC. |
2026 Q2
|
7/16/2026 |
285
|
$320 M
|
| First Nebraska Trust Co |
2016 Q2
|
7/16/2026 |
110
|
$380 M
|
| Forthright Family Wealth Advisory LLC |
2026 Q2
|
7/16/2026 |
57
|
$180 M
|
| Brown Miller Wealth Management, LLC |
2026 Q2
|
7/16/2026 |
291
|
$400 M
|
| INSTRUMENTAL WEALTH, LLC |
2026 Q2
|
7/16/2026 |
89
|
$200 M
|
| Finward Bancorp |
2026 Q2
|
7/16/2026 |
184
|
$130 M
|
| Thoma Capital Management LLC |
2026 Q2
|
7/16/2026 |
53
|
$190 M
|
| Simplify Asset Management Inc. |
2026 Q2
|
7/16/2026 |
141
|
$7.2 B
|
| Marathon Strategic Advisors, LLC |
2026 Q2
|
7/16/2026 |
50
|
$180 M
|
| Morangie Management LLC |
2026 Q2
|
7/16/2026 |
34
|
$120 M
|
| Howard Capital Management Group, LLC |
2026 Q2
|
7/16/2026 |
151
|
$1.6 B
|
| NORTHEAST INVESTMENT MANAGEMENT |
2026 Q2
|
7/16/2026 |
200
|
$2.7 B
|
| Seelaus Asset Management LLC |
2026 Q2
|
7/16/2026 |
204
|
$140 M
|
| Marion Wealth Management |
2026 Q2
|
7/16/2026 |
159
|
$490 M
|
| RIVER'S EDGE WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/16/2026 |
44
|
$110 M
|
| SANDER CAPITAL ADVISORS INC |
2026 Q2
|
7/16/2026 |
13
|
$190 M
|
| ACCESS FINANCIAL SERVICES, INC. |
2026 Q2
|
7/16/2026 |
103
|
$310 M
|
| BLUEDOOR PRIVATE WEALTH, LLC |
2026 Q2
|
7/16/2026 |
164
|
$240 M
|
| Wolff Financial Management LLC |
2026 Q2
|
7/16/2026 |
106
|
$500 M
|
| HENNESSY ADVISORS INC |
2026 Q2
|
7/16/2026 |
325
|
$3.1 B
|
| Radnor Capital Management, LLC |
2026 Q2
|
7/16/2026 |
312
|
$710 M
|
| San Luis Wealth Advisors LLC |
2026 Q2
|
7/16/2026 |
187
|
$660 M
|
| WASHINGTON GROWTH STRATEGIES LLC |
2026 Q2
|
7/16/2026 |
62
|
$180 M
|
| Yardley Wealth Management LLC |
2026 Q2
|
7/16/2026 |
37
|
$220 M
|
| Single Point Partners, LLC |
2026 Q2
|
7/16/2026 |
103
|
$570 M
|
| Johnson & White Wealth Management, LLC |
2026 Q2
|
7/16/2026 |
117
|
$270 M
|
| BCS Wealth Management |
2026 Q2
|
7/16/2026 |
270
|
$560 M
|
| CFS Investment Advisory Services, LLC |
2026 Q2
|
7/16/2026 |
357
|
$1.5 B
|
| Activest Wealth Management |
2026 Q2
|
7/16/2026 |
1,477
|
$520 M
|
| Segment Wealth Management, LLC |
2026 Q2
|
7/16/2026 |
312
|
$1.9 B
|
| Berman McAleer LLC |
2026 Q2
|
7/16/2026 |
175
|
$860 M
|
| Stanich Group LLC |
2026 Q2
|
7/16/2026 |
52
|
$160 M
|
| Navigation Wealth Management, Inc. |
2026 Q2
|
7/16/2026 |
33
|
$73 M
|
| STRATEGIC PLANNING GROUP, LLC |
2026 Q2
|
7/16/2026 |
75
|
$920 M
|
| Aspect Partners, LLC |
2026 Q2
|
7/16/2026 |
905
|
$270 M
|
| Newport Asia LLC |
2026 Q2
|
7/16/2026 |
1
|
$0
|
| KEATING INVESTMENT COUNSELORS INC |
2026 Q2
|
7/16/2026 |
59
|
$360 M
|
| Crews Bank & Trust |
2026 Q2
|
7/16/2026 |
662
|
$770 M
|
| Aegis Wealth Management, Inc. |
2026 Q2
|
7/16/2026 |
183
|
$150 M
|
| SECURED RETIREMENT ADVISORS, LLC |
2026 Q2
|
7/16/2026 |
134
|
$190 M
|
| DB Fitzpatrick & Co, Inc |
2026 Q2 - RESTATEMENT
|
7/16/2026 |
100
|
$120 M
|
| Violich Capital Management, Inc. |
2026 Q2
|
7/16/2026 |
122
|
$920 M
|
| GC Wealth Management RIA, LLC |
2026 Q2
|
7/16/2026 |
483
|
$1.7 B
|
| DELTA CAPITAL MANAGEMENT LLC |
2026 Q2
|
7/16/2026 |
108
|
$220 M
|
| MinichMacGregor Wealth Management, LLC |
2026 Q2
|
7/16/2026 |
150
|
$660 M
|
| Alhambra Investment Management LLC |
2026 Q2
|
7/16/2026 |
182
|
$230 M
|
| Bucket List Wealth Management, LLC |
2026 Q2
|
7/16/2026 |
63
|
$200 M
|
| ZAZOVE ASSOCIATES LLC |
2026 Q2
|
7/16/2026 |
157
|
$1.2 B
|
| IAMS WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/16/2026 |
190
|
$330 M
|
| Hunter Perkins Capital Management, LLC |
2026 Q2
|
7/16/2026 |
149
|
$450 M
|
| Porter White Investment Advisors, Inc. |
2026 Q2
|
7/16/2026 |
40
|
$260 M
|
| STEPH & CO |
2026 Q2
|
7/16/2026 |
283
|
$390 M
|
| Horrell Capital Management, Inc. |
2026 Q2
|
7/16/2026 |
196
|
$220 M
|
| CLG LLC |
2026 Q2
|
7/16/2026 |
156
|
$460 M
|
| Princeton Global Asset Management LLC |
2026 Q2
|
7/16/2026 |
831
|
$700 M
|
| Ulland Investment Advisors, LLC |
2026 Q2
|
7/16/2026 |
227
|
$140 M
|
| SYCOMORE ASSET MANAGEMENT |
2026 Q2
|
7/16/2026 |
73
|
$930 M
|
| Mountain Hill Investment Partners Corp. |
2026 Q2
|
7/16/2026 |
195
|
$180 M
|
| Relyea Zuckerberg Hanson LLC |
2026 Q2 - RESTATEMENT
|
7/16/2026 |
302
|
$1.2 B
|
| Aaron Wealth Advisors LLC |
2026 Q2
|
7/16/2026 |
688
|
$2.0 B
|
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. |
2026 Q2
|
7/16/2026 |
721
|
$11 B
|
| QUATTRO FINANCIAL ADVISORS LLC |
2026 Q2
|
7/16/2026 |
93
|
$470 M
|
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC |
2026 Q2
|
7/16/2026 |
180
|
$1.2 B
|
| COURIER CAPITAL LLC |
2026 Q2
|
7/16/2026 |
399
|
$2.0 B
|
| Dougherty & Associates, LLC |
2026 Q2
|
7/16/2026 |
52
|
$120 M
|
| Decker Retirement Planning Inc. |
2026 Q2
|
7/16/2026 |
441
|
$290 M
|
| Advanced Asset Management Advisors Inc |
2026 Q2
|
7/16/2026 |
85
|
$380 M
|
| Canoe Financial LP |
2026 Q2
|
7/16/2026 |
119
|
$8.1 B
|
| QSM Asset Management Ltd |
2026 Q2
|
7/16/2026 |
24
|
$190 M
|
| Davis Capital Management |
2026 Q2
|
7/16/2026 |
1,270
|
$170 M
|
| Relyea Zuckerberg Hanson LLC |
2026 Q2
|
7/16/2026 |
302
|
$1.2 B
|
| VISTA FINANCE, LLC |
2026 Q2
|
7/16/2026 |
69
|
$180 M
|
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. |
2026 Q2
|
7/16/2026 |
224
|
$990 M
|
| HT Partners LLC |
2026 Q2
|
7/16/2026 |
53
|
$360 M
|
| Astoria Strategic Wealth, Inc. |
2026 Q2
|
7/16/2026 |
36
|
$440 M
|
| Wealth Analytics Partners, LLC |
2026 Q2
|
7/16/2026 |
50
|
$280 M
|
| HBW ADVISORY SERVICES LLC |
2026 Q2
|
7/16/2026 |
463
|
$1.1 B
|
| AM INVESTMENT STRATEGIES LLC |
2026 Q2
|
7/16/2026 |
114
|
$520 M
|
| Keystone Global Partners, LLC |
2026 Q2
|
7/16/2026 |
57
|
$260 M
|
| BTC Capital Management, Inc. |
2026 Q2
|
7/16/2026 |
508
|
$1.6 B
|
| Union Bancaire Privee, UBP SA |
2026 Q2
|
7/16/2026 |
491
|
$9.2 B
|
| Armbruster Capital Management, Inc. |
2026 Q2
|
7/16/2026 |
125
|
$670 M
|
| AllGen Financial Advisors, Inc. |
2026 Q1
|
7/16/2026 |
40
|
$420 M
|
| Ipswich Investment Management Co., Inc. |
2026 Q2
|
7/16/2026 |
190
|
$470 M
|
| Trium Capital LLP |
2026 Q2
|
7/16/2026 |
53
|
$160 M
|
| VALICENTI ADVISORY SERVICES INC |
2026 Q2
|
7/16/2026 |
83
|
$530 M
|
| TRAPHAGEN INVESTMENT ADVISORS LLC |
2026 Q2
|
7/16/2026 |
220
|
$1.4 B
|
| YOUSIF CAPITAL MANAGEMENT, LLC |
2026 Q2
|
7/16/2026 |
1,665
|
$8.9 B
|
| Koenig Investment Advisory, LLC |
2026 Q2
|
7/16/2026 |
37
|
$130 M
|
| ZWJ INVESTMENT COUNSEL INC |
2026 Q2
|
7/16/2026 |
290
|
$3.1 B
|
| First Growth Capital LLC |
2026 Q2
|
7/16/2026 |
138
|
$130 M
|
| ARS Wealth Advisors Group, LLC |
2026 Q2
|
7/16/2026 |
220
|
$1.3 B
|
| Hoxton Planning & Management, LLC |
2026 Q2
|
7/16/2026 |
227
|
$380 M
|
| Optimus Capital Advisors, LLC |
2026 Q2
|
7/16/2026 |
43
|
$190 M
|
| Linden Thomas Advisory Services, LLC |
2026 Q2
|
7/16/2026 |
542
|
$1.2 B
|
| INDEPENDENT INVESTORS INC |
2026 Q2
|
7/16/2026 |
73
|
$520 M
|
| Visionary Horizons, LLC |
2026 Q2
|
7/16/2026 |
145
|
$240 M
|
| LifeWealth Investments, LLC |
2026 Q2
|
7/16/2026 |
136
|
$370 M
|
| TRUST CO OF TOLEDO NA /OH/ |
2026 Q2
|
7/16/2026 |
1,005
|
$1.2 B
|