| Corecam Pte. Ltd. |
2026 Q2
|
7/14/2026 |
82
|
$260 M
|
| Blue Zone Wealth Advisors, LLC |
2026 Q2
|
7/14/2026 |
125
|
$570 M
|
| Ayrshire Capital Management LLC |
2026 Q2
|
7/14/2026 |
50
|
$210 M
|
| Addenda Capital Inc. |
2026 Q2
|
7/14/2026 |
128
|
$3.7 B
|
| Triangle Securities Wealth Management |
2026 Q2
|
7/14/2026 |
217
|
$500 M
|
| First Nebraska Trust Co |
2017 Q2
|
7/14/2026 |
144
|
$450 M
|
| Hoese & Co LLP |
2026 Q2
|
7/14/2026 |
203
|
$150 M
|
| Unique Wealth Strategies, LLC |
2025 Q4
|
7/14/2026 |
211
|
$260 M
|
| TTP Investments, Inc. |
2026 Q2
|
7/14/2026 |
30
|
$250 M
|
| Benson Investment Management Company, Inc. |
2026 Q2
|
7/14/2026 |
9
|
$19 M
|
| Unique Wealth Strategies, LLC |
2025 Q3
|
7/14/2026 |
211
|
$260 M
|
| Waycross Investment Management Co |
2026 Q2
|
7/14/2026 |
59
|
$130 M
|
| DOPKINS WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/14/2026 |
90
|
$280 M
|
| Intrinsic Value Partners, LLC |
2026 Q2
|
7/14/2026 |
73
|
$150 M
|
| Christensen, King & Associates Investment Services, Inc. |
2026 Q2
|
7/14/2026 |
108
|
$250 M
|
| Antonelli Financial Advisors, LLC |
2026 Q2
|
7/14/2026 |
53
|
$150 M
|
| Stolper Co |
2026 Q2
|
7/14/2026 |
91
|
$390 M
|
| SALEM INVESTMENT COUNSELORS INC |
2026 Q2
|
7/14/2026 |
1,244
|
$4.0 B
|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
2026 Q2
|
7/14/2026 |
1,062
|
$5.6 B
|
| Twele Capital Management, Inc. |
2026 Q2
|
7/14/2026 |
40
|
$610 M
|
| Mason & Associates, LLC |
2026 Q2
|
7/14/2026 |
45
|
$480 M
|
| Plan A Wealth LLC |
2026 Q2
|
7/14/2026 |
194
|
$240 M
|
| SageOak Financial, LLC |
2026 Q2
|
7/14/2026 |
37
|
$150 M
|
| Chatterton & Associates Inc. |
2026 Q2
|
7/14/2026 |
101
|
$170 M
|
| Douglas Lane & Associates, LLC |
2026 Q2
|
7/14/2026 |
250
|
$7.4 B
|
| Magnolia Wealth Management, LLC |
2026 Q2
|
7/14/2026 |
17
|
$190 M
|
| Ritter Daniher Financial Advisory LLC / DE |
2026 Q2
|
7/14/2026 |
606
|
$660 M
|
| SPRING CAPITAL MANAGEMENT, LLC |
2026 Q2
|
7/14/2026 |
55
|
$210 M
|
| EWA, LLC |
2026 Q2
|
7/14/2026 |
332
|
$550 M
|
| Impact Capital Partners LLC |
2026 Q2
|
7/14/2026 |
283
|
$370 M
|
| TopTier Wealth Management, LLC |
2026 Q2
|
7/14/2026 |
133
|
$170 M
|
| Shore Point Advisors, LLC |
2026 Q2
|
7/14/2026 |
77
|
$290 M
|
| BigSur Wealth Management LLC |
2026 Q2
|
7/14/2026 |
170
|
$420 M
|
| Lipe & Dalton |
2026 Q2
|
7/14/2026 |
94
|
$220 M
|
| 1620 INVESTMENT ADVISORS, INC. |
2026 Q2
|
7/14/2026 |
678
|
$160 M
|
| MKD WEALTH COACHES, LLC |
2026 Q2
|
7/14/2026 |
31
|
$120 M
|
| National Wealth Management Group, LLC |
2026 Q2
|
7/14/2026 |
226
|
$320 M
|
| Newman Dignan & Sheerar, Inc. |
2026 Q2
|
7/14/2026 |
197
|
$520 M
|
| Financial Symmetry Inc |
2026 Q2
|
7/14/2026 |
68
|
$300 M
|
| Kelly Financial Services LLC |
2026 Q2
|
7/14/2026 |
141
|
$470 M
|
| IRONWOOD WEALTH MANAGEMENT, INC. |
2026 Q2
|
7/14/2026 |
21
|
$240 M
|
| Robinswood Financial LLC |
2025 Q4
|
7/14/2026 |
406
|
$310 M
|
| Gibson Wealth Advisors LLC |
2026 Q2
|
7/14/2026 |
30
|
$160 M
|
| Spectrum Planning & Advisory Services Inc. |
2026 Q2
|
7/14/2026 |
120
|
$220 M
|
| Paradiem, LLC |
2026 Q2
|
7/14/2026 |
68
|
$460 M
|
| HWG Holdings LP |
2026 Q2
|
7/14/2026 |
44
|
$440 M
|
| Snider Financial Group |
2026 Q2
|
7/14/2026 |
103
|
$390 M
|
| M & L Capital Management Ltd |
2026 Q2
|
7/14/2026 |
17
|
$370 M
|
| Nautilus Advisors LLC |
2026 Q2
|
7/14/2026 |
179
|
$170 M
|
| TEALWOOD ASSET MANAGEMENT INC |
2026 Q2
|
7/14/2026 |
121
|
$260 M
|
| Global X Japan Co., Ltd. |
2026 Q2
|
7/14/2026 |
390
|
$2.7 B
|
| Lakeridge Wealth Management LLC |
2026 Q2
|
7/14/2026 |
188
|
$270 M
|
| marrick wealth, LLC |
2026 Q2
|
7/14/2026 |
62
|
$140 M
|
| Bank of New Hampshire |
2026 Q2
|
7/14/2026 |
537
|
$480 M
|
| Ervin Investment Management, LLC |
2026 Q2
|
7/14/2026 |
47
|
$180 M
|
| Talbot Financial, LLC |
2026 Q2
|
7/14/2026 |
71
|
$1.4 B
|
| Courant Investment Management LLC |
2026 Q2
|
7/14/2026 |
7
|
$100 M
|
| ShoreHaven Wealth Partners, LLC |
2026 Q2
|
7/14/2026 |
106
|
$320 M
|
| Wiser Wealth Management, Inc |
2026 Q2
|
7/14/2026 |
75
|
$520 M
|
| North Capital, Inc. |
2026 Q2
|
7/14/2026 |
102
|
$130 M
|
| Murphy, Middleton, Hinkle & Parker, Inc. |
2026 Q2
|
7/14/2026 |
140
|
$250 M
|
| DIXON FNANCIAL SERVICES, INC. |
2026 Q2
|
7/14/2026 |
48
|
$250 M
|
| JP Wealth Management, Inc. |
2026 Q2
|
7/14/2026 |
14
|
$160 M
|
| Stordahl Capital Management, Inc. |
2026 Q2
|
7/14/2026 |
68
|
$550 M
|
| INVESTMENT ADVISORY SERVICES INC /TX /ADV |
2026 Q2
|
7/14/2026 |
140
|
$350 M
|
| Boothe Investment Group, Inc. |
2026 Q2
|
7/14/2026 |
38
|
$320 M
|
| City State Bank |
2026 Q2
|
7/14/2026 |
809
|
$440 M
|
| Significant Wealth Partners LLC |
2026 Q2
|
7/14/2026 |
116
|
$92 M
|
| Roth Financial Partners LLC |
2026 Q2
|
7/14/2026 |
33
|
$340 M
|
| Unique Wealth Strategies, LLC |
2025 Q2
|
7/14/2026 |
200
|
$240 M
|
| InvesTrust |
2026 Q2
|
7/14/2026 |
95
|
$260 M
|
| SPIRIT OF AMERICA MANAGEMENT CORP/NY |
2026 Q2
|
7/14/2026 |
383
|
$530 M
|
| LBJ Family Wealth Advisors, Ltd. |
2026 Q2
|
7/14/2026 |
28
|
$200 M
|
| Leibman Financial Services, Inc. |
2026 Q2
|
7/14/2026 |
46
|
$150 M
|
| Unique Wealth Strategies, LLC |
2025 Q1
|
7/14/2026 |
184
|
$220 M
|
| New Capital Management LP |
2026 Q2
|
7/14/2026 |
60
|
$440 M
|
| LRI Investments, LLC |
2026 Q2
|
7/14/2026 |
2,406
|
$1.2 B
|
| IVC Wealth Advisors LLC |
2026 Q2
|
7/14/2026 |
177
|
$260 M
|
| KEB ASSET MANAGEMENT, LLC |
2026 Q2
|
7/14/2026 |
137
|
$620 M
|
| Unique Wealth Strategies, LLC |
2024 Q4
|
7/14/2026 |
189
|
$230 M
|
| BLUE SQUARE ASSET MANAGEMENT, LLC |
2026 Q2
|
7/14/2026 |
74
|
$250 M
|
| Advisory Resource Group |
2026 Q2
|
7/14/2026 |
183
|
$660 M
|
| Hudson Capital Management LLC |
2026 Q2
|
7/14/2026 |
74
|
$410 M
|
| Unique Wealth Strategies, LLC |
2024 Q3
|
7/14/2026 |
199
|
$240 M
|
| TOTH FINANCIAL ADVISORY CORP |
2026 Q2
|
7/14/2026 |
880
|
$1.0 B
|
| HATCH COVE CAPITAL, LLC |
2026 Q2
|
7/14/2026 |
24
|
$230 M
|
| BALDWIN WEALTH PARTNERS LLC/MA |
2026 Q2
|
7/14/2026 |
284
|
$1.5 B
|
| CWA Asset Management Group, LLC |
2026 Q2
|
7/14/2026 |
729
|
$3.3 B
|
| Cox Capital Mgt LLC |
2026 Q2
|
7/14/2026 |
81
|
$180 M
|
| Trust Asset Management LLC |
2026 Q2 - NEW HOLDINGS
|
7/14/2026 |
229
|
$1.6 B
|
| Sompo Asset Management Co., Ltd. |
2026 Q2
|
7/14/2026 |
177
|
$610 M
|
| Brewster Financial Planning LLC |
2026 Q2
|
7/14/2026 |
30
|
$180 M
|
| Brown Shipley& Co Ltd |
2026 Q2
|
7/14/2026 |
75
|
$190 M
|
| Naria Inc. |
2026 Q2
|
7/14/2026 |
1
|
$510 M
|
| Glencore plc |
2026 Q2
|
7/14/2026 |
3
|
$4.9 B
|
| Smith Asset Management Co., LLC |
2026 Q2
|
7/14/2026 |
70
|
$130 M
|
| Encompass More Asset Management |
2026 Q2
|
7/14/2026 |
283
|
$690 M
|
| Y-Intercept (Hong Kong) Ltd |
2026 Q2
|
7/13/2026 |
1,651
|
$5.1 B
|
| Emergent Wealth Advisors, LLC |
2026 Q2
|
7/13/2026 |
122
|
$190 M
|
| Arnold Financial Planning LLC |
2026 Q2
|
7/13/2026 |
41
|
$130 M
|