| Flower City Capital |
2026 Q2
|
7/7/2026 |
49
|
$230 M
|
| WALLER FINANCIAL PLANNING GROUP, INC |
2026 Q2
|
7/7/2026 |
78
|
$490 M
|
| CANANDAIGUA NATIONAL BANK & TRUST CO |
2026 Q2
|
7/7/2026 |
305
|
$1.2 B
|
| Grove Bank & Trust |
2026 Q2
|
7/7/2026 |
1,039
|
$1.0 B
|
| Bison Wealth, LLC |
2026 Q2
|
7/7/2026 |
490
|
$1.1 B
|
| Sandy Cove Advisors, LLC |
2026 Q2
|
7/7/2026 |
162
|
$400 M
|
| BRIGHTON SECURITIES CORP. |
2026 Q2
|
7/7/2026 |
50
|
$230 M
|
| EPIQ PARTNERS, LLC |
2026 Q2
|
7/7/2026 |
99
|
$240 M
|
| Arlington Trust Co LLC |
2026 Q2
|
7/7/2026 |
846
|
$1.2 B
|
| Arlington Partners LLC |
2026 Q2
|
7/7/2026 |
64
|
$55 M
|
| Greenfield Savings Bank |
2026 Q2
|
7/7/2026 |
148
|
$260 M
|
| HARBOR INVESTMENT ADVISORY, LLC |
2026 Q2
|
7/7/2026 |
1,315
|
$1.4 B
|
| Olstein Capital Management, L.P. |
2026 Q2
|
7/7/2026 |
1
|
$0
|
| Prota Financial, LLC |
2026 Q2
|
7/7/2026 |
70
|
$150 M
|
| Addis & Hill, Inc |
2026 Q2
|
7/7/2026 |
29
|
$180 M
|
| Calder Financial LLC |
2026 Q2
|
7/7/2026 |
43
|
$110 M
|
| First Nebraska Trust Co |
2019 Q3
|
7/7/2026 |
145
|
$600 M
|
| Wisconsin Wealth Advisors, LLC |
2026 Q2
|
7/7/2026 |
90
|
$120 M
|
| First Nebraska Trust Co |
2019 Q4
|
7/7/2026 |
148
|
$620 M
|
| Central Pacific Bank - Trust Division |
2026 Q2
|
7/7/2026 |
1,037
|
$980 M
|
| GAMMA Investing LLC |
2026 Q2
|
7/7/2026 |
4,173
|
$2.7 B
|
| Grant Private Wealth Management Inc |
2026 Q2
|
7/7/2026 |
164
|
$240 M
|
| Avior Wealth Management, LLC |
2026 Q2
|
7/7/2026 |
787
|
$3.8 B
|
| Value Investment Professionals, LLC |
2026 Q2
|
7/7/2026 |
97
|
$120 M
|
| Crescent Sterling, Ltd. |
2026 Q2
|
7/7/2026 |
85
|
$110 M
|
| Mader & Shannon Wealth Management, Inc. |
2026 Q2
|
7/7/2026 |
21
|
$210 M
|
| Martin Capital Partners, LLC |
2026 Q2
|
7/7/2026 |
72
|
$270 M
|
| GK Wealth Management LLC |
2026 Q2
|
7/7/2026 |
234
|
$190 M
|
| BDF-GESTION |
2026 Q2
|
7/7/2026 |
143
|
$750 M
|
| 55 North Private Wealth, LLC |
2026 Q2
|
7/7/2026 |
304
|
$510 M
|
| Byrne Asset Management LLC |
2026 Q2
|
7/7/2026 |
594
|
$190 M
|
| Baron Wealth Management LLC |
2026 Q2
|
7/7/2026 |
304
|
$390 M
|
| Clark Asset Management, LLC |
2026 Q2
|
7/7/2026 |
294
|
$1.3 B
|
| WALNUT PRIVATE EQUITY PARTNERS, LLC |
2026 Q2
|
7/7/2026 |
15
|
$190 M
|
| Connective Portfolio Management, LLC |
2026 Q2
|
7/7/2026 |
39
|
$60 M
|
| TT International Asset Management LTD |
2026 Q2
|
7/7/2026 |
49
|
$780 M
|
| Mills Wealth Advisors LLC |
2026 Q2
|
7/7/2026 |
76
|
$320 M
|
| Manitou Investment Management Ltd. |
2026 Q2
|
7/7/2026 |
48
|
$540 M
|
| ORSER CAPITAL MANAGEMENT, LLC |
2026 Q2
|
7/7/2026 |
65
|
$200 M
|
| Red Spruce Capital, LLC |
2026 Q2
|
7/7/2026 |
94
|
$290 M
|
| ARMSTRONG HENRY H ASSOCIATES INC |
2026 Q2
|
7/7/2026 |
65
|
$1.0 B
|
| Prodigy Asset Management LLC |
2026 Q2
|
7/7/2026 |
29
|
$330 M
|
| Westmount Partners, LLC |
2026 Q2
|
7/7/2026 |
275
|
$460 M
|
| St. Louis Financial Planners Asset Management, LLC |
2026 Q2
|
7/7/2026 |
30
|
$190 M
|
| Ballew Advisors, Inc |
2026 Q2
|
7/7/2026 |
129
|
$190 M
|
| Retirement Wealth Solutions LLC |
2026 Q2
|
7/7/2026 |
811
|
$180 M
|
| CONGRESS ASSET MANAGEMENT CO |
2026 Q2
|
7/7/2026 |
376
|
$16 B
|
| SigFig Wealth Management, LLC |
2026 Q2
|
7/7/2026 |
142
|
$3.8 B
|
| Lake Hills Wealth Management, LLC |
2026 Q2
|
7/7/2026 |
62
|
$220 M
|
| Silverberg Bernstein Capital Management LLC |
2026 Q2
|
7/7/2026 |
70
|
$260 M
|
| Hiley Hunt Wealth Management |
2026 Q2
|
7/7/2026 |
49
|
$250 M
|
| HOWARD FINANCIAL SERVICES, LTD. |
2026 Q2
|
7/7/2026 |
269
|
$1.0 B
|
| Stark Wealth Management LLC |
2025 Q1
|
7/7/2026 |
26
|
$9.7 M
|
| FIRST FINANCIAL CORP /IN/ |
2026 Q2
|
7/7/2026 |
404
|
$290 M
|
| JBGlobal.com LLC |
2026 Q2
|
7/6/2026 |
32
|
$110 M
|
| Paul R. Ried Financial Group, LLC |
2026 Q2
|
7/6/2026 |
47
|
$230 M
|
| City Center Advisors, LLC |
2026 Q2
|
7/6/2026 |
170
|
$120 M
|
| MOULTON WEALTH MANAGEMENT, INC |
2026 Q2
|
7/6/2026 |
66
|
$150 M
|
| COOPER INVESTORS PTY LTD |
2026 Q2
|
7/6/2026 |
39
|
$220 M
|
| Silchester International Investors LLP |
2026 Q2
|
7/6/2026 |
4
|
$62 M
|
| CenturyLink Investment Management Co |
2026 Q2
|
7/6/2026 |
3
|
$130 M
|
| Kopion Asset Management, LLC |
2026 Q2
|
7/6/2026 |
21
|
$160 M
|
| St. Clair Advisors, LLC |
2026 Q2
|
7/6/2026 |
78
|
$390 M
|
| Pathway Financial Advisors LLC |
2026 Q2
|
7/6/2026 |
130
|
$860 M
|
| ANDERSON HOAGLAND & CO |
2026 Q2
|
7/6/2026 |
137
|
$1.3 B
|
| TETRAD CORP |
2026 Q2
|
7/6/2026 |
3
|
$1.0 B
|
| Boston Standard Wealth Management, LLC |
2026 Q2
|
7/6/2026 |
59
|
$690 M
|
| EMINENCE CAPITAL, LP |
2026 Q2
|
7/6/2026 |
1
|
$0
|
| Somnio Financial Group, LLC |
2026 Q2
|
7/6/2026 |
14
|
$170 M
|
| LEGACY SOLUTIONS, LLC |
2026 Q2
|
7/6/2026 |
88
|
$120 M
|
| Ridgeline Wealth, LLC |
2026 Q2
|
7/6/2026 |
60
|
$170 M
|
| Trinity Financial Advisors LLC |
2026 Q2
|
7/6/2026 |
95
|
$390 M
|
| CGN Advisors LLC |
2026 Q2
|
7/6/2026 |
322
|
$1.4 B
|
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. |
2026 Q2
|
7/6/2026 |
39
|
$190 M
|
| CoreCap Advisors, LLC |
2026 Q2
|
7/6/2026 |
3,174
|
$3.4 B
|
| Tyro Capital Management LLC |
2026 Q1 - RESTATEMENT
|
7/6/2026 |
26
|
$920 M
|
| Pacific Excel Wealth Advisors, Inc. |
2026 Q2
|
7/6/2026 |
228
|
$260 M
|
| TTRF Capital Ltd |
2026 Q2
|
7/6/2026 |
13
|
$150 k
|
| Longview Financial Advisors, Inc. |
2026 Q2
|
7/6/2026 |
43
|
$170 M
|
| Dogwood Wealth Management LLC |
2026 Q2
|
7/6/2026 |
851
|
$250 M
|
| RDA Financial Network |
2026 Q2
|
7/6/2026 |
286
|
$460 M
|
| Vigilare Wealth Management |
2026 Q2
|
7/6/2026 |
123
|
$330 M
|
| Stonebridge Financial Group, LLC |
2026 Q2
|
7/6/2026 |
275
|
$1.3 B
|
| Bulwark Capital Corp |
2026 Q2
|
7/6/2026 |
105
|
$180 M
|
| PRIVATE CLIENT SERVICES, LLC |
2026 Q2
|
7/6/2026 |
229
|
$380 M
|
| Brandywine Financial Group |
2026 Q2
|
7/6/2026 |
20
|
$8.4 k
|
| Meadowbrook Wealth Management, LLC |
2026 Q2
|
7/6/2026 |
81
|
$93 M
|
| OLD REPUBLIC INTERNATIONAL CORP |
2026 Q2
|
7/6/2026 |
54
|
$2.7 M
|
| Somerset Trust Co |
2026 Q2
|
7/6/2026 |
232
|
$350 M
|
| Acasta Partners UK LLP |
2026 Q2
|
7/6/2026 |
18
|
$190 M
|
| STABLEFORD CAPITAL II LLC |
2026 Q2
|
7/6/2026 |
147
|
$290 M
|
| MJT & Associates Financial Advisory Group, Inc. |
2026 Q2
|
7/6/2026 |
465
|
$150 M
|
| Sincerus Advisory, LLC |
2026 Q2
|
7/6/2026 |
81
|
$150 M
|
| MTCO Ltd. |
2026 Q2
|
7/6/2026 |
4
|
$270 M
|
| Bangor Savings Bank |
2026 Q2
|
7/6/2026 |
711
|
$1.4 B
|
| Hobart Private Capital, LLC |
2026 Q2
|
7/6/2026 |
296
|
$580 M
|
| NEVILLE RODIE & SHAW INC |
2026 Q2
|
7/6/2026 |
336
|
$1.5 M
|
| jvl associates llc |
2026 Q2
|
7/6/2026 |
79
|
$350 M
|
| ACIMA PRIVATE WEALTH, LLC |
2026 Q2
|
7/6/2026 |
173
|
$340 M
|
| General Partner, Inc. |
2026 Q2
|
7/6/2026 |
255
|
$190 M
|