| Merrion Investment Management Co, LLC |
2026 Q2
|
7/13/2026 |
106
|
$210 M
|
| First City Capital Management, Inc. |
2026 Q2
|
7/13/2026 |
164
|
$210 M
|
| Independence Bank of Kentucky |
2026 Q2
|
7/13/2026 |
589
|
$890 M
|
| MFA WEALTH ADVISORS, LLC |
2026 Q2
|
7/13/2026 |
99
|
$590 M
|
| Echo45 Advisors LLC |
2026 Q2
|
7/13/2026 |
78
|
$190 M
|
| DAVENPORT & Co LLC |
2026 Q2
|
7/13/2026 |
1,356
|
$20 B
|
| Avondale Wealth Management |
2026 Q2
|
7/13/2026 |
66
|
$250 M
|
| GODSEY & GIBB, INC |
2026 Q2
|
7/13/2026 |
383
|
$1.2 B
|
| Perennial Advisors, LLC |
2026 Q2
|
7/13/2026 |
138
|
$650 M
|
| ARDSLEY ADVISORY PARTNERS LP |
2026 Q2
|
7/13/2026 |
145
|
$960 M
|
| Generali Investments CEE, investicni spolecnost, a.s. |
2026 Q2
|
7/13/2026 |
462
|
$2.1 B
|
| WOODSTOCK CORP |
2026 Q2
|
7/13/2026 |
163
|
$1.2 B
|
| McCollum Christoferson Group LLC |
2026 Q2
|
7/13/2026 |
80
|
$340 M
|
| Orgel Wealth Management, LLC |
2026 Q2
|
7/13/2026 |
113
|
$5.3 B
|
| VIKING FUND MANAGEMENT LLC |
2026 Q2
|
7/13/2026 |
146
|
$1.1 B
|
| Robinswood Financial LLC |
2026 Q1 - RESTATEMENT
|
7/13/2026 |
430
|
$320 M
|
| LAWOOD & CO |
2026 Q2
|
7/13/2026 |
161
|
$150 M
|
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. |
2026 Q2
|
7/13/2026 |
62
|
$190 M
|
| Breachway Investments LLC |
2026 Q2
|
7/13/2026 |
74
|
$66 M
|
| Aurelius Family Office LLC |
2026 Q2
|
7/13/2026 |
49
|
$250 M
|
| HAMILTON LANE ADVISORS LLC |
2026 Q2
|
7/13/2026 |
14
|
$150 M
|
| SteelPeak Wealth, LLC |
2026 Q2
|
7/13/2026 |
643
|
$3.9 B
|
| Gleason Group, Inc. |
2026 Q2
|
7/13/2026 |
449
|
$1.1 B
|
| CLIENT 1ST ADVISORY GROUP, LLC |
2026 Q2
|
7/13/2026 |
146
|
$380 M
|
| Allen Mooney & Barnes Investment Advisors LLC |
2026 Q2
|
7/13/2026 |
152
|
$660 M
|
| CGC Financial Services, LLC |
2026 Q2
|
7/13/2026 |
337
|
$440 M
|
| ARMSTRONG ADVISORY GROUP, INC |
2026 Q2
|
7/13/2026 |
987
|
$1.6 B
|
| SENTINEL TRUST CO LBA |
2026 Q2
|
7/13/2026 |
136
|
$1.1 B
|
| Southland Equity Partners LLC |
2026 Q2
|
7/13/2026 |
306
|
$570 M
|
| Buttonwood Financial Advisors Inc. |
2026 Q2
|
7/13/2026 |
110
|
$330 M
|
| McAlister, Sweet & Associates, Inc. |
2026 Q2
|
7/13/2026 |
41
|
$190 M
|
| Purus Wealth Management, LLC |
2026 Q2
|
7/13/2026 |
171
|
$360 M
|
| Baskin Financial Services Inc. |
2026 Q2
|
7/13/2026 |
54
|
$1.3 B
|
| FIRST CITIZENS BANK & TRUST CO |
2026 Q2
|
7/13/2026 |
925
|
$6.7 B
|
| Asempa Wealth Advisors |
2026 Q2
|
7/13/2026 |
125
|
$130 M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2026 Q2
|
7/13/2026 |
80
|
$240 M
|
| Gouws Capital LLC |
2026 Q2
|
7/13/2026 |
55
|
$210 M
|
| AEGON ASSET MANAGEMENT UK Plc |
2026 Q2
|
7/13/2026 |
172
|
$9.4 B
|
| Main Street Group, LTD |
2026 Q2
|
7/13/2026 |
1,544
|
$430 M
|
| O'Keefe Stevens Advisory, Inc. |
2026 Q2
|
7/13/2026 |
81
|
$490 M
|
| KILNER CAPITAL ADVISORS, LLC |
2026 Q2
|
7/13/2026 |
18
|
$120 M
|
| Quintet Private Bank (Europe) S.A. |
2026 Q2
|
7/13/2026 |
196
|
$1.6 B
|
| University of Cambridge Investment Management Ltd |
2026 Q2
|
7/13/2026 |
1
|
$94 M
|
| Waterway Wealth Management, LLC |
2026 Q2
|
7/13/2026 |
96
|
$490 M
|
| SHELTON WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/13/2026 |
144
|
$250 M
|
| Olistico Wealth, LLC |
2026 Q2
|
7/13/2026 |
334
|
$230 M
|
| Lakeshore Financial Planning, Inc. |
2026 Q2
|
7/13/2026 |
92
|
$310 M
|
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO |
2026 Q2
|
7/13/2026 |
6
|
$280 M
|
| One Wealth Management Investment & Advisory Services, LLC |
2026 Q2
|
7/13/2026 |
53
|
$95 M
|
| NIPPON LIFE INSURANCE CO |
2026 Q2
|
7/13/2026 |
5
|
$6.0 M
|
| One Wealth Management Investment & Advisory Services, LLC |
2026 Q1
|
7/13/2026 |
52
|
$83 M
|
| Hassell Wealth Management, LLC |
2026 Q2
|
7/13/2026 |
29
|
$330 M
|
| Kennebec Savings Bank |
2026 Q2
|
7/13/2026 |
284
|
$120 M
|
| Covea Finance |
2026 Q2
|
7/13/2026 |
153
|
$3.2 B
|
| Ayalon Insurance Comp Ltd. |
2026 Q2
|
7/13/2026 |
66
|
$810 M
|
| Heck Capital Advisors, LLC |
2026 Q2
|
7/10/2026 |
214
|
$1.7 B
|
| Leverty Financial Group, LLC |
2026 Q2
|
7/10/2026 |
49
|
$510 M
|
| Blom & Howell Financial Planning, Inc. |
2026 Q1
|
7/10/2026 |
61
|
$100 M
|
| Taylor & Morgan Wealth Management, LLC |
2026 Q2
|
7/10/2026 |
89
|
$200 M
|
| Adirondack Capital Advisors, LLC |
2026 Q2
|
7/10/2026 |
45
|
$190 M
|
| FORM Wealth Advisors, LLC |
2026 Q2
|
7/10/2026 |
61
|
$910 M
|
| RAMSEY QUANTITATIVE SYSTEMS |
2026 Q2
|
7/10/2026 |
60
|
$110 M
|
| Processus Wealth & Capital Management, LLC |
2026 Q2
|
7/10/2026 |
37
|
$170 M
|
| Cabana LLC |
2026 Q2
|
7/10/2026 |
12
|
$13 M
|
| Uptown Financial Advisors LLC |
2026 Q2
|
7/10/2026 |
88
|
$150 M
|
| Hudson Value Partners, LLC |
2026 Q2
|
7/10/2026 |
113
|
$400 M
|
| Trust Co |
2026 Q2
|
7/10/2026 |
908
|
$1.1 B
|
| Whitener Capital Management, Inc. |
2026 Q2
|
7/10/2026 |
184
|
$470 M
|
| Partnership Wealth Management, LLC |
2026 Q2
|
7/10/2026 |
67
|
$150 M
|
| HRC WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/10/2026 |
65
|
$240 M
|
| G&S Capital LLC |
2026 Q2
|
7/10/2026 |
156
|
$350 M
|
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA |
2026 Q2
|
7/10/2026 |
84
|
$150 M
|
| Kentucky Trust Co |
2026 Q2
|
7/10/2026 |
316
|
$210 M
|
| Torren Management, LLC |
2026 Q2
|
7/10/2026 |
948
|
$200 M
|
| Blom & Howell Financial Planning, Inc. |
2025 Q4
|
7/10/2026 |
62
|
$100 M
|
| Nolet Wealth Management, LLC |
2026 Q2
|
7/10/2026 |
203
|
$180 M
|
| 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
|