| Magnus Financial Group LLC |
2026 Q2
|
7/9/2026 |
391
|
$1.4 B
|
| Polaris Investment Advisors, LLC |
2026 Q2
|
7/9/2026 |
78
|
$160 M
|
| Omnia Family Wealth, LLC |
2026 Q2
|
7/9/2026 |
103
|
$370 M
|
| STEGINSKY CAPITAL LLC |
2026 Q2
|
7/9/2026 |
8
|
$670 M
|
| Sharkey, Howes & Javer |
2026 Q2
|
7/9/2026 |
163
|
$830 M
|
| FMA Wealth Management, LLC |
2026 Q2
|
7/9/2026 |
42
|
$160 M
|
| JBR Co Financial Management Inc |
2026 Q2
|
7/9/2026 |
133
|
$270 M
|
| Three Bearings Fiduciary Advisors, Inc. |
2026 Q2
|
7/9/2026 |
312
|
$110 M
|
| Winter & Associates, Inc. |
2026 Q2
|
7/9/2026 |
85
|
$130 M
|
| EAGLE ROCK INVESTMENT COMPANY, LLC |
2026 Q2
|
7/9/2026 |
156
|
$810 M
|
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV |
2024 Q4
|
7/9/2026 |
54
|
$130 M
|
| Fragasso Financial Advisors Inc |
2026 Q2
|
7/9/2026 |
362
|
$1.9 B
|
| ARS Investment Partners, LLC |
2026 Q2
|
7/9/2026 |
181
|
$2.3 B
|
| Freestate Advisors LLC |
2026 Q2
|
7/9/2026 |
42
|
$130 M
|
| Marotta Asset Management |
2026 Q2
|
7/9/2026 |
103
|
$600 M
|
| NORTHBRIDGE FINANCIAL GROUP, LLC |
2026 Q2
|
7/9/2026 |
184
|
$260 M
|
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV |
2024 Q3
|
7/9/2026 |
55
|
$140 M
|
| SYQUANT CAPITAL SAS |
2026 Q2
|
7/9/2026 |
38
|
$450 k
|
| Avant Financial Advisors LLC |
2026 Q2
|
7/9/2026 |
69
|
$160 M
|
| Parisi Gray Wealth Management |
2026 Q2
|
7/9/2026 |
155
|
$490 M
|
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV |
2024 Q2
|
7/9/2026 |
48
|
$130 M
|
| CULLEN INVESTMENT GROUP, LTD. |
2026 Q2
|
7/9/2026 |
181
|
$830 M
|
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV |
2024 Q1
|
7/9/2026 |
47
|
$130 M
|
| WLTH Capital Management, LLC |
2026 Q2
|
7/9/2026 |
29
|
$160 M
|
| Bath Savings Trust Co |
2026 Q2
|
7/9/2026 |
278
|
$970 M
|
| WINCAP FINANCIAL LLC |
2026 Q2
|
7/9/2026 |
91
|
$190 M
|
| Werlinich Asset Management, LLC |
2026 Q2
|
7/9/2026 |
58
|
$260 M
|
| ALONGSIDE, LLC |
2025 Q4
|
7/9/2026 |
83
|
$300 M
|
| SeaCrest Wealth Management, LLC |
2026 Q2
|
7/9/2026 |
550
|
$900 M
|
| Selby Wealth Management, LLC |
2026 Q2
|
7/9/2026 |
83
|
$280 M
|
| American State Bank (Iowa) |
2026 Q2
|
7/9/2026 |
139
|
$250 M
|
| SAPIENT CAPITAL LLC |
2026 Q2
|
7/9/2026 |
396
|
$7.6 B
|
| Sage Investment Advisers LLC |
2026 Q2
|
7/9/2026 |
98
|
$150 M
|
| PSP Research LLC |
2026 Q2
|
7/9/2026 |
75
|
$190 M
|
| Banque de Luxembourg S.A. |
2026 Q2
|
7/9/2026 |
78
|
$210 M
|
| Independence Financial Advisors, LLC |
2026 Q2
|
7/9/2026 |
55
|
$390 M
|
| MKT Advisors LLC |
2026 Q2
|
7/9/2026 |
155
|
$320 M
|
| Mayflower Financial Advisors, LLC |
2026 Q2
|
7/9/2026 |
499
|
$1.2 B
|
| Henrickson Nauta Wealth Advisors, Inc. |
2026 Q2
|
7/9/2026 |
118
|
$410 M
|
| C2C Wealth Management, LLC |
2026 Q2
|
7/9/2026 |
95
|
$130 M
|
| Edge Wealth Management LLC |
2026 Q2
|
7/9/2026 |
87
|
$590 M
|
| HALL LAURIE J TRUSTEE |
2026 Q2
|
7/9/2026 |
267
|
$320 M
|
| Town & Country Bank & Trust CO dba First Bankers Trust CO |
2026 Q2
|
7/9/2026 |
153
|
$320 M
|
| Procyon Advisors, LLC |
2026 Q2
|
7/9/2026 |
588
|
$2.3 B
|
| New England Research & Management, Inc. |
2026 Q2
|
7/9/2026 |
134
|
$260 M
|
| CYPRESS FINANCIAL PLANNING LLC |
2026 Q2
|
7/9/2026 |
109
|
$410 M
|
| Gilman Hill Asset Management, LLC |
2026 Q2
|
7/9/2026 |
236
|
$730 M
|
| Lineweaver Wealth Advisors, LLC |
2026 Q2
|
7/9/2026 |
182
|
$840 M
|
| MTCO Ltd. |
2026 Q2 - RESTATEMENT
|
7/9/2026 |
4
|
$270 M
|
| Hutchens & Kramer Investment Management Group, LLC |
2026 Q2
|
7/9/2026 |
160
|
$370 M
|
| Vilga Financial Planning LLC |
2026 Q2
|
7/9/2026 |
93
|
$130 M
|
| EVERPAR ADVISORS LLC |
2026 Q2
|
7/9/2026 |
302
|
$350 M
|
| Towerpoint Wealth, LLC |
2026 Q2
|
7/9/2026 |
115
|
$290 M
|
| EHRLICH FINANCIAL GROUP |
2026 Q2
|
7/9/2026 |
119
|
$190 M
|
| Chemistry Wealth Management LLC |
2026 Q2
|
7/9/2026 |
210
|
$630 M
|
| AVITY INVESTMENT MANAGEMENT INC. |
2026 Q2
|
7/9/2026 |
118
|
$1.6 B
|
| ADAMSBROWN WEALTH CONSULTANTS LLC |
2026 Q2
|
7/9/2026 |
173
|
$530 M
|
| Maj Invest Holding A/S |
2026 Q2
|
7/9/2026 |
40
|
$2.2 B
|
| GLP Holdings LLLP |
2026 Q2
|
7/9/2026 |
4
|
$110 M
|
| Narodna banka Slovenska |
2026 Q2
|
7/9/2026 |
3
|
$3.5 B
|
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST |
2026 Q2
|
7/9/2026 |
20
|
$9.0 B
|
| Cardano Risk Management B.V. |
2026 Q2
|
7/9/2026 |
52
|
$13 B
|
| SAX WEALTH ADVISORS, LLC |
2026 Q2
|
7/9/2026 |
537
|
$2.5 B
|
| Oliver Luxxe Assets LLC |
2026 Q2
|
7/9/2026 |
199
|
$680 M
|
| Topor & Co. Korea |
2026 Q2
|
7/8/2026 |
19
|
$130 M
|
| Yanni & Associates Investment Advisors, LLC |
2026 Q2
|
7/8/2026 |
34
|
$110 M
|
| Aletheian Wealth Advisors LLC |
2026 Q2
|
7/8/2026 |
109
|
$230 M
|
| GoalVest Advisory LLC |
2026 Q2
|
7/8/2026 |
500
|
$540 M
|
| Arista Wealth Management, LLC |
2026 Q2
|
7/8/2026 |
266
|
$930 M
|
| HF Advisory Group, LLC |
2026 Q2
|
7/8/2026 |
168
|
$320 M
|
| Whitaker-Myers Wealth Managers, LTD. |
2026 Q2
|
7/8/2026 |
113
|
$600 M
|
| Exchange Bank |
2026 Q2
|
7/8/2026 |
205
|
$160 M
|
| Wealth High Governance Asset Management Ltda. |
2025 Q4 - RESTATEMENT
|
7/8/2026 |
53
|
$560 M
|
| BIRCHBROOK, INC. |
2026 Q2
|
7/8/2026 |
305
|
$210 M
|
| Wealth Science Advisors LLC |
2026 Q2
|
7/8/2026 |
97
|
$220 M
|
| Wealth High Governance Asset Management Ltda. |
2026 Q1 - RESTATEMENT
|
7/8/2026 |
51
|
$640 M
|
| Deane Retirement Strategies, Inc. |
2026 Q2
|
7/8/2026 |
52
|
$240 M
|
| Great Waters Wealth Management |
2026 Q2
|
7/8/2026 |
128
|
$1.1 B
|
| JACOBS & CO/CA |
2026 Q2
|
7/8/2026 |
134
|
$1.2 B
|
| Everhart Financial Group, Inc. |
2026 Q2
|
7/8/2026 |
481
|
$1.6 B
|
| Roan Capital Partners |
2026 Q2
|
7/8/2026 |
78
|
$120 M
|
| Tactive Advisors, LLC |
2026 Q2
|
7/8/2026 |
282
|
$410 M
|
| Client First Investment Management LLC |
2026 Q2
|
7/8/2026 |
28
|
$240 M
|
| REINHART PARTNERS, LLC. |
2026 Q2
|
7/8/2026 |
72
|
$4.4 B
|
| AAFMAA Wealth Management & Trust LLC |
2026 Q2
|
7/8/2026 |
131
|
$290 M
|
| UNICOM Systems, Inc. |
2026 Q2
|
7/8/2026 |
39
|
$1.5 B
|
| Strategic Investment Solutions, Inc. /IL |
2026 Q2
|
7/8/2026 |
8,449
|
$440 M
|
| First Heartland Consultants, Inc. |
2026 Q2
|
7/8/2026 |
589
|
$1.5 B
|
| Beacon Financial Strategies CORP |
2026 Q2
|
7/8/2026 |
210
|
$200 M
|
| Quantum Financial Advisors, LLC |
2026 Q2
|
7/8/2026 |
251
|
$1.0 B
|
| Eldred Rock Partners, LLC |
2026 Q2
|
7/8/2026 |
29
|
$470 M
|
| Shulman DeMeo Asset Management LLC |
2026 Q2
|
7/8/2026 |
146
|
$540 M
|
| Sprinkle Financial Consultants LLC |
2026 Q2
|
7/8/2026 |
104
|
$250 M
|
| Williams & Novak, LLC |
2026 Q2
|
7/8/2026 |
146
|
$150 M
|
| Chesley Taft & Associates LLC |
2026 Q2
|
7/8/2026 |
637
|
$2.6 B
|
| TRUST POINT INC. |
2026 Q2
|
7/8/2026 |
739
|
$1.2 B
|
| Colorado Capital Management, Inc. |
2026 Q2
|
7/8/2026 |
101
|
$290 M
|
| 3 FACTOR INDEXING, LLC |
2026 Q2
|
7/8/2026 |
438
|
$120 M
|
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. |
2026 Q2
|
7/8/2026 |
80
|
$210 M
|
| Beacon Bank & Trust |
2026 Q2
|
7/8/2026 |
251
|
$520 M
|