| William Mack & Associates, Inc. |
2026 Q2
|
7/10/2026 |
108
|
$280 M
|
| Fruth Investment Management |
2026 Q2
|
7/10/2026 |
225
|
$420 M
|
| FIDUCIARY FINANCIAL GROUP, LLC |
2026 Q2
|
7/10/2026 |
373
|
$880 M
|
| Farrell Financial LLC |
2026 Q2
|
7/10/2026 |
83
|
$180 M
|
| LAM GROUP, INC. |
2026 Q2
|
7/10/2026 |
139
|
$200 M
|
| Stonekeep Investments, LLC |
2026 Q2
|
7/10/2026 |
81
|
$170 M
|
| Canvas Wealth Advisors, LLC |
2026 Q2
|
7/10/2026 |
251
|
$720 M
|
| Rise Advisors, LLC |
2026 Q2
|
7/10/2026 |
103
|
$360 M
|
| Arkfeld Wealth Strategies, L.L.C. |
2026 Q2
|
7/10/2026 |
119
|
$330 M
|
| Sunesis Advisors, LLC |
2026 Q2
|
7/10/2026 |
61
|
$240 M
|
| GenWealth Group, Inc. |
2026 Q2
|
7/10/2026 |
89
|
$640 M
|
| DAGCO, INC. |
2026 Q2
|
7/10/2026 |
117
|
$540 M
|
| West Branch Capital LLC |
2026 Q2
|
7/10/2026 |
355
|
$430 M
|
| Peirce Capital Management, LLC |
2026 Q2
|
7/10/2026 |
45
|
$270 M
|
| First Nebraska Trust Co |
2018 Q1
|
7/10/2026 |
141
|
$500 M
|
| First Nebraska Trust Co |
2018 Q2
|
7/10/2026 |
139
|
$470 M
|
| Nvest Wealth Strategies, Inc. |
2026 Q2
|
7/10/2026 |
393
|
$160 M
|
| DiNuzzo Private Wealth, Inc. |
2026 Q2
|
7/10/2026 |
1,351
|
$1.0 B
|
| KENNICOTT CAPITAL MANAGEMENT LLC |
2026 Q2
|
7/10/2026 |
46
|
$220 M
|
| FAMILY WEALTH PARTNERS, LLC |
2026 Q2
|
7/10/2026 |
109
|
$330 M
|
| Cardinal Capital Management, Inc. |
2026 Q2
|
7/10/2026 |
71
|
$4.1 B
|
| MAGNOLIA CAPITAL MANAGEMENT LTD |
2026 Q2
|
7/10/2026 |
75
|
$140 M
|
| Tema ETFs LLC |
2026 Q2
|
7/10/2026 |
583
|
$3.1 B
|
| Haven Capital Group, Inc. |
2026 Q2
|
7/10/2026 |
37
|
$120 M
|
| BUTENSKY & COHEN FINANCIAL SECURITY, INC |
2026 Q2
|
7/10/2026 |
135
|
$400 M
|
| Japan Post Holdings Co., Ltd. |
2026 Q2
|
7/10/2026 |
1
|
$6.0 B
|
| Financial Planning Fort Collins, LLC |
2026 Q2
|
7/10/2026 |
33
|
$130 M
|
| JFS WEALTH ADVISORS, LLC |
2026 Q2
|
7/10/2026 |
2,257
|
$2.0 B
|
| Envision Financial LLC |
2026 Q2
|
7/10/2026 |
48
|
$220 M
|
| Investors Research Corp |
2026 Q2
|
7/10/2026 |
805
|
$560 M
|
| Annex Advisory Services, LLC |
2026 Q2
|
7/10/2026 |
356
|
$5.9 B
|
| Pathfinder Wealth Consulting, Inc. |
2026 Q2
|
7/10/2026 |
1
|
$0
|
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. |
2026 Q2
|
7/10/2026 |
39
|
$47 M
|
| Insight Wealth Strategies, LLC |
2026 Q2
|
7/10/2026 |
183
|
$1.0 B
|
| Accel Wealth Management |
2026 Q2
|
7/10/2026 |
305
|
$440 M
|
| Bank & Trust Co |
2026 Q2
|
7/10/2026 |
303
|
$160 M
|
| Buska Wealth Management, LLC |
2026 Q2
|
7/10/2026 |
81
|
$280 M
|
| Hyperion Asset Management Ltd |
2026 Q2
|
7/10/2026 |
20
|
$3.8 B
|
| WEDGE CAPITAL MANAGEMENT L L P/NC |
2026 Q2
|
7/10/2026 |
484
|
$6.1 B
|
| Abound Wealth Management |
2026 Q2
|
7/10/2026 |
1,361
|
$500 M
|
| Northside Capital Management, LLC |
2026 Q2
|
7/10/2026 |
187
|
$1.2 B
|
| Trinity Street Asset Management LLP |
2026 Q2
|
7/10/2026 |
23
|
$1.9 B
|
| Regent Peak Wealth Advisors LLC |
2026 Q2
|
7/10/2026 |
221
|
$540 M
|
| GoalFusion Wealth Management, LLC |
2026 Q2
|
7/10/2026 |
32
|
$250 M
|
| Lee, Kelleher & Klein Wealth Management |
2026 Q2
|
7/10/2026 |
49
|
$190 M
|
| Oldfield Partners LLP |
2026 Q2
|
7/10/2026 |
18
|
$410 M
|
| FIRST COMMUNITY TRUST NA |
2026 Q2
|
7/10/2026 |
333
|
$220 M
|
| SL ADVISORS, LLC |
2026 Q2
|
7/10/2026 |
32
|
$57 M
|
| Alken Asset Management Ltd |
2026 Q2
|
7/10/2026 |
40
|
$90 M
|
| Walker Asset Management, LLC |
2026 Q2
|
7/10/2026 |
152
|
$200 M
|
| Ballast, Inc. |
2026 Q2
|
7/10/2026 |
156
|
$530 M
|
| ALM First Financial Advisors, LLC |
2026 Q2
|
7/10/2026 |
22
|
$590 M
|
| CAMELOT TECHNOLOGY ADVISORS, INC. |
2026 Q2
|
7/10/2026 |
61
|
$150 M
|
| Charles Schwab Trust Co |
2026 Q2
|
7/10/2026 |
171
|
$1.8 B
|
| Salvus Wealth Management, LLC |
2026 Q2
|
7/10/2026 |
125
|
$180 M
|
| BFI Infinity Ltd. |
2026 Q2
|
7/10/2026 |
64
|
$340 M
|
| KWB Wealth |
2026 Q2
|
7/10/2026 |
169
|
$1.2 B
|
| Prosperity Planning, Inc. |
2026 Q2
|
7/10/2026 |
117
|
$440 M
|
| Financial Designs Corp |
2026 Q2
|
7/10/2026 |
41
|
$190 M
|
| Scott Capital Advisors, LLC |
2026 Q2
|
7/10/2026 |
66
|
$640 M
|
| Spinnaker Investment Group, LLC |
2026 Q2
|
7/10/2026 |
179
|
$620 M
|
| Wealth Group Ltd |
2026 Q2
|
7/10/2026 |
95
|
$520 M
|
| CITY HOLDING CO |
2026 Q2
|
7/10/2026 |
625
|
$880 M
|
| ORRSTOWN FINANCIAL SERVICES INC |
2026 Q2
|
7/10/2026 |
124
|
$670 M
|
| Stephens Group, LLC |
2026 Q2
|
7/10/2026 |
4
|
$210 M
|
| Handelsbanken Fonder AB |
2026 Q2
|
7/10/2026 |
1,485
|
$35 B
|
| Aquamarine Zurich AG |
2026 Q2
|
7/10/2026 |
7
|
$140 M
|
| Generali Investments, Management Co LLC |
2026 Q2
|
7/10/2026 |
164
|
$460 M
|
| E. Ohman J:or Asset Management AB |
2026 Q2
|
7/10/2026 |
465
|
$4.3 B
|
| Northcape Capital Pty Ltd |
2026 Q2
|
7/9/2026 |
8
|
$740 M
|
| Yoffe Investment Management, LLC |
2026 Q2
|
7/9/2026 |
113
|
$87 M
|
| Ausbil Investment Management Ltd |
2026 Q2
|
7/9/2026 |
65
|
$220 M
|
| Ocean Park Asset Management, LLC |
2026 Q2
|
7/9/2026 |
81
|
$2.1 B
|
| WASATCH ADVISORS LP |
2026 Q2
|
7/9/2026 |
219
|
$15 B
|
| Peoples Bank/KS |
2026 Q2
|
7/9/2026 |
98
|
$100 M
|
| Clarus Wealth Advisors |
2026 Q2
|
7/9/2026 |
86
|
$260 M
|
| DOLIVER ADVISORS, LP |
2026 Q2
|
7/9/2026 |
191
|
$440 M
|
| DIVERSIFIED MANAGEMENT INC |
2026 Q2
|
7/9/2026 |
171
|
$470 M
|
| CPA Asset Management Group, LLC |
2026 Q2
|
7/9/2026 |
97
|
$350 M
|
| Financial Advisory Corp |
2026 Q2
|
7/9/2026 |
58
|
$750 M
|
| LWM ADVISORS INC |
2026 Q2
|
7/9/2026 |
37
|
$130 M
|
| Veery Capital, LLC |
2026 Q2
|
7/9/2026 |
100
|
$370 M
|
| Steadtrust LLC |
2026 Q2
|
7/9/2026 |
132
|
$200 M
|
| Barry Investment Advisors, LLC |
2026 Q2
|
7/9/2026 |
102
|
$480 M
|
| Friday Financial |
2026 Q2
|
7/9/2026 |
108
|
$370 M
|
| Fortitude Financial, LLC |
2026 Q2
|
7/9/2026 |
28
|
$110 M
|
| Baron Financial Group, LLC |
2026 Q2
|
7/9/2026 |
56
|
$210 M
|
| DiPaolo Financial Group, Inc. |
2026 Q2
|
7/9/2026 |
47
|
$150 M
|
| Revolve Wealth Partners, LLC |
2026 Q2
|
7/9/2026 |
356
|
$970 M
|
| Ares Financial Consulting, LLC |
2026 Q2
|
7/9/2026 |
1,132
|
$140 M
|
| Key Client Fiduciary Advisors, LLC |
2026 Q2
|
7/9/2026 |
232
|
$350 M
|
| Asset Advisory Group, Inc. |
2026 Q2
|
7/9/2026 |
125
|
$230 M
|
| VISTA INVESTMENT PARTNERS LLC |
2026 Q2
|
7/9/2026 |
172
|
$400 M
|
| Centurion Wealth Management LLC |
2026 Q2
|
7/9/2026 |
283
|
$420 M
|
| Bay Rivers Group |
2026 Q2
|
7/9/2026 |
126
|
$290 M
|
| Finivi Inc. |
2026 Q2
|
7/9/2026 |
111
|
$190 M
|
| FRANKLIN STREET ADVISORS INC /NC |
2026 Q2
|
7/9/2026 |
176
|
$1.8 B
|
| Matrix Trust Co |
2026 Q2
|
7/9/2026 |
101
|
$690 M
|
| QVR LLC |
2026 Q2
|
7/9/2026 |
1
|
$0
|
| Wealthcare Capital Partners, LLC |
2026 Q2
|
7/9/2026 |
179
|
$240 M
|