| 7 Aug 2026 | Global Strategic Investment Solutions, LLC | Institutional manager | 30 Jun 2026 | 15.53K | $4.49M* | 30 Jun 2026 |
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| 7 Aug 2026 | Main Street Financial Solutions, LLC | Institutional manager | 30 Jun 2026 | 108.89K | $31.51M* | 30 Jun 2026 |
|---|
| 7 Aug 2026 | Wealthfront Advisers LLC | Institutional manager | 30 Jun 2026 | 1.67M | $482.39M* | 30 Jun 2026 |
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| 7 Aug 2026 | Meeder Advisory Services, Inc. | Institutional manager | 30 Jun 2026 | 387.38K | $112.09M* | 30 Jun 2026 |
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| 7 Aug 2026 | Alamar Capital Management, LLC | Institutional manager | 30 Jun 2026 | 4.52K | $1.31M* | 30 Jun 2026 |
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| 7 Aug 2026 | FIGURE 8 INVESTMENT STRATEGIES LLC | Institutional manager | 30 Jun 2026 | 25.38K | $7.34M* | 30 Jun 2026 |
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| 7 Aug 2026 | Investmark Advisory Group LLC | Institutional manager | 30 Jun 2026 | 42.46K | $12.29M* | 30 Jun 2026 |
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| 7 Aug 2026 | CROSSPOINT FINANCIAL, LLC | Institutional manager | 30 Jun 2026 | 1.20K | $345.79K* | 30 Jun 2026 |
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| 7 Aug 2026 | Rayburn West Financial Services LLC | Institutional manager | 30 Jun 2026 | 13.94K | $4.03M* | 30 Jun 2026 |
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| 7 Aug 2026 | Harborfront Financial Group LLC | Institutional manager | 30 Jun 2026 | 3.10K | $897.59K* | 30 Jun 2026 |
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| 7 Aug 2026 | Keenan, LLC | Institutional manager | 30 Jun 2026 | 5.54K | $1.60M* | 30 Jun 2026 |
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| 7 Aug 2026 | BRIDGES INVESTMENT MANAGEMENT INC | Institutional manager | 30 Jun 2026 | 1.18M | $341.52M* | 30 Jun 2026 |
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| 7 Aug 2026 | UNIVEST FINANCIAL Corp | Institutional manager | 30 Jun 2026 | 357.45K | $103.43M* | 30 Jun 2026 |
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| 7 Aug 2026 | AMG National Trust Bank | Institutional manager | 30 Jun 2026 | 337.62K | $97.69M* | 30 Jun 2026 |
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| 7 Aug 2026 | Fiera Capital Corp | Institutional manager | 30 Jun 2026 | 539.34K | $156.06M* | 30 Jun 2026 |
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| 7 Aug 2026 | RWA WEALTH PARTNERS, LLC | Institutional manager | 30 Jun 2026 | 841.77K | $243.57M* | 30 Jun 2026 |
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| 7 Aug 2026 | Idaho Trust Co | Institutional manager | 30 Jun 2026 | 4.41K | $1.27M* | 30 Jun 2026 |
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| 7 Aug 2026 | Lido Advisors, LLC | Institutional manager | 30 Jun 2026 | 3.80M | $1.10B* | 30 Jun 2026 |
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| 7 Aug 2026 | RHS Financial, LLC | Institutional manager | 30 Jun 2026 | 18.86K | $5.46M* | 30 Jun 2026 |
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| 7 Aug 2026 | Texas Capital Bank Wealth Management Services Inc | Institutional manager | 30 Jun 2026 | 159.82K | $46.24M* | 30 Jun 2026 |
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| 7 Aug 2026 | Kingdom Financial Group LLC. | Institutional manager | 30 Jun 2026 | 4.69K | $1.36M* | 30 Jun 2026 |
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| 7 Aug 2026 | Beverly Hills Private Wealth, LLC | Institutional manager | 30 Jun 2026 | 79.54K | $23.02M* | 30 Jun 2026 |
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| 7 Aug 2026 | BlackRock, Inc. | Institutional manager | 30 Jun 2026 | 1.16B | $336.52B* | 30 Jun 2026 |
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| 7 Aug 2026 | Grantvest Financial Group LLC | Institutional manager | 30 Jun 2026 | 11.37K | $3.29M* | 30 Jun 2026 |
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| 7 Aug 2026 | Vantus Wealth LLC | Institutional manager | 30 Jun 2026 | 15.91K | $4.60M* | 30 Jun 2026 |
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| 7 Aug 2026 | Evelyn Partners Group Ltd | Institutional manager | 30 Jun 2026 | 616.12K | $178.28M* | 30 Jun 2026 |
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| 7 Aug 2026 | FIRST NATIONAL BANK OF OMAHA | Institutional manager | 30 Jun 2026 | 373.22K | $108.00M* | 30 Jun 2026 |
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| 7 Aug 2026 | PNC Financial Services Group, Inc. | Institutional manager | 30 Jun 2026 | 18.59M | $5.38B* | 30 Jun 2026 |
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| 7 Aug 2026 | CITIZENS FINANCIAL GROUP INC/RI | Institutional manager | 30 Jun 2026 | 1.36M | $392.46M* | 30 Jun 2026 |
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| 7 Aug 2026 | MEEDER ASSET MANAGEMENT INC | Institutional manager | 30 Jun 2026 | 457.77K | $132.46M* | 30 Jun 2026 |
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| 7 Aug 2026 | DEUTSCHE BANK AG\ | Institutional manager | 30 Jun 2026 | 47.20M | $13.66B* | 30 Jun 2026 |
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| 7 Aug 2026 | JLB & ASSOCIATES INC | Institutional manager | 30 Jun 2026 | 123.53K | $35.74M* | 30 Jun 2026 |
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| 7 Aug 2026 | ALPINE WOODS CAPITAL INVESTORS, LLC | Institutional manager | 30 Jun 2026 | 33.26K | $9.62M* | 30 Jun 2026 |
|---|
| 7 Aug 2026 | TIEMANN INVESTMENT ADVISORS, LLC | Institutional manager | 30 Jun 2026 | 56.66K | $16.39M* | 30 Jun 2026 |
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| 7 Aug 2026 | Boulder Wealth Advisors, LLC | Institutional manager | 30 Jun 2026 | 15.30K | $4.43M* | 30 Jun 2026 |
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| 7 Aug 2026 | Strategic Wealth Advisors LLC | Institutional manager | 30 Jun 2026 | 4.44K | $1.28M* | 30 Jun 2026 |
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| 7 Aug 2026 | AMERICAN FINANCIAL & TAX STRATEGIES INC | Institutional manager | 30 Jun 2026 | 4.15K | $1.20M* | 30 Jun 2026 |
|---|
| 7 Aug 2026 | VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | Institutional manager | 30 Jun 2026 | 5.26K | $1.52M* | 30 Jun 2026 |
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| 7 Aug 2026 | PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | Institutional manager | 30 Jun 2026 | 6.12K | $1.77M* | 30 Jun 2026 |
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| 7 Aug 2026 | HARBOR CAPITAL ADVISORS, INC. | Institutional manager | 30 Jun 2026 | 87.58K | $25.34M* | 30 Jun 2026 |
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| 7 Aug 2026 | WINDWARD CAPITAL MANAGEMENT CO /CA | Institutional manager | 30 Jun 2026 | 759.85K | $219.87M* | 30 Jun 2026 |
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| 7 Aug 2026 | AR ASSET MANAGEMENT INC | Institutional manager | 30 Jun 2026 | 253.47K | $73.34M* | 30 Jun 2026 |
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| 7 Aug 2026 | SILVER OAK SECURITIES, INCORPORATED | Institutional manager | 30 Jun 2026 | 113.96K | $32.98M* | 30 Jun 2026 |
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| 7 Aug 2026 | BOYD WATTERSON ASSET MANAGEMENT LLC/OH | Institutional manager | 30 Jun 2026 | 25.49K | $7.38M* | 30 Jun 2026 |
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| 7 Aug 2026 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | Institutional manager | 30 Jun 2026 | 66.86K | $19.35M* | 30 Jun 2026 |
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| 7 Aug 2026 | SG Americas Securities, LLC | Institutional manager | 30 Jun 2026 | 23.16M | $6.70B* | 30 Jun 2026 |
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| 7 Aug 2026 | NOVARE CAPITAL MANAGEMENT LLC | Institutional manager | 30 Jun 2026 | 222.71K | $64.44M* | 30 Jun 2026 |
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| 7 Aug 2026 | LPL Financial LLC | Institutional manager | 30 Jun 2026 | 24.26M | $7.02B* | 30 Jun 2026 |
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| 7 Aug 2026 | B & T Capital Management DBA Alpha Capital Management | Institutional manager | 30 Jun 2026 | 49.93K | $14.45M* | 30 Jun 2026 |
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| 7 Aug 2026 | Mawer Investment Management Ltd. | Institutional manager | 30 Jun 2026 | 5.51K | $1.59M* | 30 Jun 2026 |
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| 7 Aug 2026 | ARIZONA STATE RETIREMENT SYSTEM | Institutional manager | 30 Jun 2026 | 4.07M | $1.18B* | 30 Jun 2026 |
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| 7 Aug 2026 | Perigon Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 1.14M | $328.96M* | 30 Jun 2026 |
|---|
| 7 Aug 2026 | John Boyer, Inc. | Institutional manager | 30 Jun 2026 | 10.27K | $2.97M* | 30 Jun 2026 |
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| 7 Aug 2026 | Dakota Wealth Management | Institutional manager | 30 Jun 2026 | 617.78K | $178.76M* | 30 Jun 2026 |
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| 7 Aug 2026 | Genesis Wealth Advisors, LLC | Institutional manager | 30 Jun 2026 | 8.36K | $2.42M* | 30 Jun 2026 |
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| 7 Aug 2026 | Ciovacco Capital Management LLC | Institutional manager | 30 Jun 2026 | 994.00 | $287.62K* | 30 Jun 2026 |
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| 7 Aug 2026 | Gerber Kawasaki Wealth & Investment Management | Institutional manager | 30 Jun 2026 | 415.26K | $120.16M* | 30 Jun 2026 |
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| 7 Aug 2026 | PERSONAL CFO SOLUTIONS, LLC | Institutional manager | 30 Jun 2026 | 147.07K | $42.56M* | 30 Jun 2026 |
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| 7 Aug 2026 | OneDigital Investment Advisors LLC | Institutional manager | 30 Jun 2026 | 617.61K | $178.71M* | 30 Jun 2026 |
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| 7 Aug 2026 | Fusion Family Wealth, LLC | Institutional manager | 30 Jun 2026 | 4.63K | $1.34M* | 30 Jun 2026 |
|---|
| 7 Aug 2026 | Garner Asset Management Corp | Institutional manager | 30 Jun 2026 | 39.06K | $11.30M* | 30 Jun 2026 |
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| 7 Aug 2026 | FORTRESS PRIVATE LEDGER, LLC | Institutional manager | 30 Jun 2026 | 52.17K | $15.10M* | 30 Jun 2026 |
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| 7 Aug 2026 | KILEY JUERGENS WEALTH MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 140.69K | $40.71M* | 30 Jun 2026 |
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| 7 Aug 2026 | Pinnacle Wealth Planning Services, Inc. | Institutional manager | 30 Jun 2026 | 89.84K | $26.00M* | 30 Jun 2026 |
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| 7 Aug 2026 | Requisite Capital Management, LLC | Institutional manager | 30 Jun 2026 | 9.57K | $2.77M* | 30 Jun 2026 |
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| 7 Aug 2026 | Principle Wealth Partners LLC | Institutional manager | 30 Jun 2026 | 361.97K | $104.74M* | 30 Jun 2026 |
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| 7 Aug 2026 | LITTLE HOUSE CAPITAL LLC | Institutional manager | 30 Jun 2026 | 76.84K | $22.23M* | 30 Jun 2026 |
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| 7 Aug 2026 | Monte Financial Group, LLC | Institutional manager | 30 Jun 2026 | 10.52K | $3.04M* | 30 Jun 2026 |
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| 7 Aug 2026 | Salomon & Ludwin, LLC | Institutional manager | 30 Jun 2026 | 68.53K | $19.83M* | 30 Jun 2026 |
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| 7 Aug 2026 | CCG WEALTH MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 42.85K | $12.40M* | 30 Jun 2026 |
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| 7 Aug 2026 | Beacon Harbor Wealth Advisors, Inc. | Institutional manager | 30 Jun 2026 | 5.87K | $1.70M* | 30 Jun 2026 |
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| 7 Aug 2026 | GPM Growth Investors, Inc. | Institutional manager | 30 Jun 2026 | 41.39K | $11.98M* | 30 Jun 2026 |
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| 7 Aug 2026 | CFM WEALTH PARTNERS LLC | Institutional manager | 30 Jun 2026 | 271.13K | $78.45M* | 30 Jun 2026 |
|---|
| 7 Aug 2026 | CVA Family Office, LLC | Institutional manager | 30 Jun 2026 | 64.86K | $18.77M* | 30 Jun 2026 |
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| 7 Aug 2026 | Indie Asset Partners, LLC | Institutional manager | 30 Jun 2026 | 27.34K | $7.91M* | 30 Jun 2026 |
|---|
| 7 Aug 2026 | Lloyd Advisory Services, LLC. | Institutional manager | 30 Jun 2026 | 2.07K | $599.26K* | 30 Jun 2026 |
|---|
| 7 Aug 2026 | Game Plan Financial Advisors, LLC | Institutional manager | 30 Jun 2026 | 50.68K | $14.67M* | 30 Jun 2026 |
|---|
| 7 Aug 2026 | Menard Financial Group LLC | Institutional manager | 30 Jun 2026 | 13.04K | $3.77M* | 30 Jun 2026 |
|---|
| 7 Aug 2026 | HC Advisors, LLC | Institutional manager | 30 Jun 2026 | 4.95K | $1.43M* | 30 Jun 2026 |
|---|
| 7 Aug 2026 | Disciplined Investments, LLC | Institutional manager | 30 Jun 2026 | 9.85K | $2.85M* | 30 Jun 2026 |
|---|
| 7 Aug 2026 | Unison Asset Management LLC | Institutional manager | 30 Jun 2026 | 22.53K | $6.52M* | 30 Jun 2026 |
|---|
| 7 Aug 2026 | ForthRight Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 9.99K | $2.89M* | 30 Jun 2026 |
|---|
| 7 Aug 2026 | M. Kulyk & Associates, LLC | Institutional manager | 30 Jun 2026 | 84.78K | $24.53M* | 30 Jun 2026 |
|---|
| 7 Aug 2026 | Destiny Wealth Partners, LLC | Institutional manager | 30 Jun 2026 | 54.02K | $15.63M* | 30 Jun 2026 |
|---|
| 7 Aug 2026 | SITTNER & NELSON, LLC | Institutional manager | 30 Jun 2026 | 154.18K | $44.61M* | 30 Jun 2026 |
|---|
| 7 Aug 2026 | Greenwoods Asset Management Hong Kong Ltd. | Institutional manager | 30 Jun 2026 | 146.67K | $42.44M* | 30 Jun 2026 |
|---|
| 7 Aug 2026 | Naviter Wealth, LLC | Institutional manager | 30 Jun 2026 | 124.42K | $36.00M* | 30 Jun 2026 |
|---|
| 7 Aug 2026 | Pallas Capital Advisors LLC | Institutional manager | 30 Jun 2026 | 216.47K | $62.64M* | 30 Jun 2026 |
|---|
| 7 Aug 2026 | Crestmont Private Wealth LLC | Institutional manager | 30 Jun 2026 | 4.02K | $1.16M* | 30 Jun 2026 |
|---|
| 7 Aug 2026 | Twelve Points Wealth Management LLC | Institutional manager | 30 Jun 2026 | 18.34K | $5.31M* | 30 Jun 2026 |
|---|
| 7 Aug 2026 | HFR Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 77.23K | $22.35M* | 30 Jun 2026 |
|---|
| 7 Aug 2026 | Topel & Distasi Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 2.52K | $730.63K* | 30 Jun 2026 |
|---|
| 7 Aug 2026 | Bell Investment Advisors, Inc | Institutional manager | 30 Jun 2026 | 36.42K | $10.54M* | 30 Jun 2026 |
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| 7 Aug 2026 | GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 3.62K | $1.05M* | 30 Jun 2026 |
|---|
| 7 Aug 2026 | Performance Wealth Partners, LLC | Institutional manager | 30 Jun 2026 | 3.93M | $1.14B* | 30 Jun 2026 |
|---|
| 7 Aug 2026 | DENVER WEALTH MANAGEMENT, INC. | Institutional manager | 30 Jun 2026 | 30.70K | $8.88M* | 30 Jun 2026 |
|---|
| 7 Aug 2026 | PARAGON FINANCIAL PARTNERS, INC. | Institutional manager | 30 Jun 2026 | 25.42K | $7.35M* | 30 Jun 2026 |
|---|
| 7 Aug 2026 | HFG Advisors, Inc. | Institutional manager | 30 Jun 2026 | 5.22K | $1.51M* | 30 Jun 2026 |
|---|
| 7 Aug 2026 | PURSUE WEALTH PARTNERS LLC | Institutional manager | 30 Jun 2026 | 15.63K | $4.52M* | 30 Jun 2026 |
|---|
| 7 Aug 2026 | MAYPORT, LLC | Institutional manager | 30 Jun 2026 | 32.95K | $9.53M* | 30 Jun 2026 |
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