| 21 Jul 2026 | Scarborough Advisors, LLC | Institutional manager | 30 Jun 2026 | 12.77K | $3.70M* | 30 Jun 2026 |
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| 21 Jul 2026 | ONE Advisory Partners, LLC | Institutional manager | 30 Jun 2026 | 3.49K | $1.01M* | 30 Jun 2026 |
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| 21 Jul 2026 | TriaGen Wealth Management LLC | Institutional manager | 30 Jun 2026 | 103.46K | $29.94M* | 30 Jun 2026 |
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| 21 Jul 2026 | Crown Wealth Group, LLC | Institutional manager | 30 Jun 2026 | 36.23K | $10.48M* | 30 Jun 2026 |
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| 21 Jul 2026 | Rodgers & Associates, LTD | Institutional manager | 30 Jun 2026 | 6.37K | $1.84M* | 30 Jun 2026 |
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| 21 Jul 2026 | Williams Financial, LLC | Institutional manager | 30 Jun 2026 | 6.87K | $1.99M* | 30 Jun 2026 |
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| 21 Jul 2026 | Paradigm, Strategies in Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 14.85K | $4.30M* | 30 Jun 2026 |
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| 21 Jul 2026 | Newport Capital Group, LLC | Institutional manager | 30 Jun 2026 | 6.76K | $1.95M* | 30 Jun 2026 |
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| 21 Jul 2026 | CV Advisors LLC | Institutional manager | 30 Jun 2026 | 94.73K | $27.41M* | 30 Jun 2026 |
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| 21 Jul 2026 | Eagle Strategies LLC | Institutional manager | 30 Jun 2026 | 37.57K | $10.87M* | 30 Jun 2026 |
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| 21 Jul 2026 | bLong Financial, LLC | Institutional manager | 30 Jun 2026 | 93.06K | $26.93M* | 30 Jun 2026 |
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| 21 Jul 2026 | Leslie Global Wealth, LLC | Institutional manager | 30 Jun 2026 | 29.44K | $8.52M* | 30 Jun 2026 |
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| 21 Jul 2026 | GEM Asset Management, LLC | Institutional manager | 30 Jun 2026 | 15.29K | $4.43M* | 30 Jun 2026 |
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| 21 Jul 2026 | Midwest Financial Group LLC | Institutional manager | 30 Jun 2026 | 30.54K | $8.84M* | 30 Jun 2026 |
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| 21 Jul 2026 | Guardian Asset Advisors, LLC | Institutional manager | 30 Jun 2026 | 87.90K | $25.44M* | 30 Jun 2026 |
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| 21 Jul 2026 | Flywheel Private Wealth LLC | Institutional manager | 30 Jun 2026 | 8.10K | $2.34M* | 30 Jun 2026 |
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| 21 Jul 2026 | 5T Wealth, LLC | Institutional manager | 30 Jun 2026 | 9.20K | $2.66M* | 30 Jun 2026 |
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| 21 Jul 2026 | Councilor Wealth, LLC | Institutional manager | 30 Jun 2026 | 10.65K | $3.08M* | 30 Jun 2026 |
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| 21 Jul 2026 | Fiscal Wisdom Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 7.41K | $2.14M* | 30 Jun 2026 |
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| 21 Jul 2026 | PARTNERS WEALTH MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 24.58K | $7.11M* | 30 Jun 2026 |
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| 21 Jul 2026 | Brucke Financial, Inc. | Institutional manager | 30 Jun 2026 | 22.54K | $6.52M* | 30 Jun 2026 |
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| 21 Jul 2026 | WEALTHEDGE INVESTMENT ADVISORS, LLC | Institutional manager | 30 Jun 2026 | 42.95K | $12.43M* | 30 Jun 2026 |
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| 21 Jul 2026 | Greenbush Financial Group, LLC | Institutional manager | 30 Jun 2026 | 18.36K | $5.31M* | 30 Jun 2026 |
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| 21 Jul 2026 | Nicholson Meyer Capital Management, Inc. | Institutional manager | 30 Jun 2026 | 8.39K | $2.43M* | 30 Jun 2026 |
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| 21 Jul 2026 | Cordoba Advisory Partners LLC | Institutional manager | 30 Jun 2026 | 3.16K | $915.25K* | 30 Jun 2026 |
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| 21 Jul 2026 | Wealth Management Associates, Inc. | Institutional manager | 30 Jun 2026 | 156.78K | $45.36M* | 30 Jun 2026 |
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| 21 Jul 2026 | Legacy Advisory Services, LLC | Institutional manager | 30 Jun 2026 | 1.83K | $530.40K* | 30 Jun 2026 |
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| 21 Jul 2026 | Kondo Wealth Advisors, Inc. | Institutional manager | 30 Jun 2026 | 13.17K | $3.81M* | 30 Jun 2026 |
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| 21 Jul 2026 | Compass Wealth Management, LLC/GA | Institutional manager | 30 Jun 2026 | 3.52K | $1.02M* | 30 Jun 2026 |
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| 21 Jul 2026 | Jefferson Bridge Capital, LLC | Institutional manager | 30 Jun 2026 | 12.31K | $3.56M* | 30 Jun 2026 |
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| 21 Jul 2026 | RCW Management, LLC | Institutional manager | 30 Jun 2026 | 1.65K | $476.87K* | 30 Jun 2026 |
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| 21 Jul 2026 | ASL Financial, LLC | Institutional manager | 30 Jun 2026 | 18.30K | $5.30M* | 30 Jun 2026 |
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| 21 Jul 2026 | Retirement Management Systems Inc. | Institutional manager | 30 Jun 2026 | 1.32K | $381.67K* | 30 Jun 2026 |
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| 21 Jul 2026 | Unify Financial Advisors | Institutional manager | 30 Jun 2026 | 6.26K | $1.81M* | 30 Jun 2026 |
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| 21 Jul 2026 | Athena Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 19.87K | $5.75M* | 30 Jun 2026 |
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| 21 Jul 2026 | FACTORY MUTUAL INSURANCE CO | Institutional manager | 30 Jun 2026 | 1.72M | $497.33M* | 30 Jun 2026 |
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| 21 Jul 2026 | Orange Investment Advisors, Inc. | Institutional manager | 30 Jun 2026 | 90.28K | $26.12M* | 30 Jun 2026 |
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| 21 Jul 2026 | SHIKIAR ASSET MANAGEMENT INC | Institutional manager | 30 Jun 2026 | 268.03K | $77.56M* | 30 Jun 2026 |
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| 21 Jul 2026 | AMI ASSET MANAGEMENT CORP | Institutional manager | 30 Jun 2026 | 437.97K | $126.73M* | 30 Jun 2026 |
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| 21 Jul 2026 | J.W. COLE ADVISORS, INC. | Institutional manager | 30 Jun 2026 | 1.07M | $308.24M* | 30 Jun 2026 |
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| 21 Jul 2026 | Boston Common Asset Management, LLC | Institutional manager | 30 Jun 2026 | 225.01K | $65.11M* | 30 Jun 2026 |
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| 21 Jul 2026 | Seascape Capital Management | Institutional manager | 30 Jun 2026 | 29.20K | $8.45M* | 30 Jun 2026 |
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| 21 Jul 2026 | Cardinal Capital Management | Institutional manager | 30 Jun 2026 | 86.43K | $25.01M* | 30 Jun 2026 |
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| 21 Jul 2026 | Verus Financial Partners, Inc. | Institutional manager | 30 Jun 2026 | 12.48K | $3.61M* | 30 Jun 2026 |
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| 21 Jul 2026 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | Institutional manager | 30 Jun 2026 | 11.72K | $3.39M* | 30 Jun 2026 |
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| 21 Jul 2026 | Accredited Investors Inc. | Institutional manager | 30 Jun 2026 | 201.55K | $58.32M* | 30 Jun 2026 |
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| 21 Jul 2026 | HEFFERNAN ADVISORY, INC | Institutional manager | 30 Jun 2026 | 1.39K | $402.79K* | 30 Jun 2026 |
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| 21 Jul 2026 | F&V Capital Management, LLC | Institutional manager | 30 Jun 2026 | 2.19K | $633.41K* | 30 Jun 2026 |
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| 21 Jul 2026 | Northern Capital Management, Inc. | Institutional manager | 30 Jun 2026 | 13.77K | $3.98M* | 30 Jun 2026 |
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| 21 Jul 2026 | Darwin Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 12.10K | $3.50M* | 30 Jun 2026 |
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| 21 Jul 2026 | Cottage Street Advisors LLC | Institutional manager | 30 Jun 2026 | 39.16K | $11.33M* | 30 Jun 2026 |
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| 21 Jul 2026 | PHYSICIANS FINANCIAL SERVICES, INC. | Institutional manager | 30 Jun 2026 | 204.57K | $59.19M* | 30 Jun 2026 |
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| 21 Jul 2026 | HMS Capital Management, LLC | Institutional manager | 30 Jun 2026 | 13.80K | $3.99M* | 30 Jun 2026 |
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| 21 Jul 2026 | MONEYWISE, INC. | Institutional manager | 30 Jun 2026 | 1.10K | $318.87K* | 30 Jun 2026 |
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| 21 Jul 2026 | Founders Capital Management | Institutional manager | 30 Jun 2026 | 39.20K | $11.34M* | 30 Jun 2026 |
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| 21 Jul 2026 | Demars Financial Group, LLC | Institutional manager | 30 Jun 2026 | 24.56K | $7.11M* | 30 Jun 2026 |
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| 21 Jul 2026 | Fulcrum Capital LLC | Institutional manager | 30 Jun 2026 | 96.10K | $27.81M* | 30 Jun 2026 |
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| 21 Jul 2026 | Refined Wealth Management | Institutional manager | 30 Jun 2026 | 2.91K | $841.46K* | 30 Jun 2026 |
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| 21 Jul 2026 | Triumph Capital Management | Institutional manager | 30 Jun 2026 | 67.51K | $19.53M* | 30 Jun 2026 |
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| 21 Jul 2026 | LifePlan Financial, LLC | Institutional manager | 30 Jun 2026 | 1.09K | $314.53K* | 30 Jun 2026 |
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| 21 Jul 2026 | Pflug Koory, LLC | Institutional manager | 30 Jun 2026 | 49.98K | $14.46M* | 30 Jun 2026 |
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| 21 Jul 2026 | Oak Thistle LLC | Institutional manager | 30 Jun 2026 | 10.37K | $3.00M* | 30 Jun 2026 |
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| 21 Jul 2026 | Compton Wealth Advisory Group, LLC | Institutional manager | 30 Jun 2026 | 62.80K | $18.17M* | 30 Jun 2026 |
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| 21 Jul 2026 | Auour Investments LLC | Institutional manager | 30 Jun 2026 | 8.27K | $2.39M* | 30 Jun 2026 |
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| 21 Jul 2026 | Altus Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 3.29K | $951.99K* | 30 Jun 2026 |
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| 21 Jul 2026 | Center for Financial Planning, Inc. | Institutional manager | 30 Jun 2026 | 32.00K | $9.26M* | 30 Jun 2026 |
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| 21 Jul 2026 | JACKSON SQUARE CAPITAL, LLC | Institutional manager | 30 Jun 2026 | 115.77K | $33.50M* | 30 Jun 2026 |
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| 21 Jul 2026 | BNC WEALTH MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 69.83K | $20.21M* | 30 Jun 2026 |
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| 21 Jul 2026 | CHIRON CAPITAL MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 10.61K | $3.07M* | 30 Jun 2026 |
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| 21 Jul 2026 | CATALYST PRIVATE WEALTH, LLC | Institutional manager | 30 Jun 2026 | 12.85K | $3.72M* | 30 Jun 2026 |
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| 21 Jul 2026 | ENCOMPASS WEALTH ADVISORS, LLC | Institutional manager | 30 Jun 2026 | 37.57K | $10.87M* | 30 Jun 2026 |
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| 21 Jul 2026 | Applied Capital LLC | Institutional manager | 30 Jun 2026 | 1.09K | $316.27K* | 30 Jun 2026 |
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| 21 Jul 2026 | MOTIVE WEALTH ADVISORS | Institutional manager | 30 Jun 2026 | 16.18K | $4.68M* | 30 Jun 2026 |
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| 21 Jul 2026 | DBK Financial Counsel, LLC | Institutional manager | 30 Jun 2026 | 6.21K | $1.80M* | 30 Jun 2026 |
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| 21 Jul 2026 | CLARIS ADVISORS, LLC / MO / | Institutional manager | 30 Jun 2026 | 6.31K | $1.83M* | 30 Jun 2026 |
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| 21 Jul 2026 | Mendel Capital Management LLC | Institutional manager | 30 Jun 2026 | 25.86K | $7.48M* | 30 Jun 2026 |
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| 21 Jul 2026 | Raleigh Capital Management Inc. | Institutional manager | 30 Jun 2026 | 26.10K | $7.55M* | 30 Jun 2026 |
|---|
| 21 Jul 2026 | FORTE ASSET MANAGEMENT LLC | Institutional manager | 30 Jun 2026 | 9.77K | $2.83M* | 30 Jun 2026 |
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| 21 Jul 2026 | Triasima Portfolio Management inc. | Institutional manager | 30 Jun 2026 | 36.83K | $10.66M* | 30 Jun 2026 |
|---|
| 21 Jul 2026 | Cyndeo Wealth Partners, LLC | Institutional manager | 30 Jun 2026 | 233.37K | $67.53M* | 30 Jun 2026 |
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| 21 Jul 2026 | UNIQUE WEALTH, LLC | Institutional manager | 30 Jun 2026 | 18.35K | $5.31M* | 30 Jun 2026 |
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| 21 Jul 2026 | Hofer & Associates. Inc | Institutional manager | 30 Jun 2026 | 22.45K | $6.50M* | 30 Jun 2026 |
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| 21 Jul 2026 | McGlone Suttner Wealth Management, Inc. | Institutional manager | 30 Jun 2026 | 29.11K | $8.42M* | 30 Jun 2026 |
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| 21 Jul 2026 | CONTINUUM WEALTH ADVISORS, LLC | Institutional manager | 30 Jun 2026 | 3.63K | $1.05M* | 30 Jun 2026 |
|---|
| 21 Jul 2026 | Flagstone Financial Management | Institutional manager | 30 Jun 2026 | 11.48K | $3.32M* | 30 Jun 2026 |
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| 21 Jul 2026 | Kenora Financial, LLC | Institutional manager | 30 Jun 2026 | 54.30K | $15.71M* | 30 Jun 2026 |
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| 21 Jul 2026 | Meritas Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 36.68K | $10.61M* | 30 Jun 2026 |
|---|
| 21 Jul 2026 | Cobblestone Asset Management LLC | Institutional manager | 30 Jun 2026 | 3.64K | $1.05M* | 30 Jun 2026 |
|---|
| 21 Jul 2026 | Red Mountain Financial, LLC | Institutional manager | 30 Jun 2026 | 20.85K | $6.03M* | 30 Jun 2026 |
|---|
| 21 Jul 2026 | Premier Path Wealth Partners, LLC | Institutional manager | 30 Jun 2026 | 156.95K | $45.41M* | 30 Jun 2026 |
|---|
| 21 Jul 2026 | DecisionMap Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 16.29K | $4.71M* | 30 Jun 2026 |
|---|
| 21 Jul 2026 | Lewis Asset Management, LLC | Institutional manager | 30 Jun 2026 | 55.43K | $16.04M* | 30 Jun 2026 |
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| 21 Jul 2026 | Valued Wealth Advisors LLC | Institutional manager | 30 Jun 2026 | 4.18K | $1.21M* | 30 Jun 2026 |
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| 21 Jul 2026 | Financial Architects, LLC | Institutional manager | 30 Jun 2026 | 1.22K | $351.57K* | 30 Jun 2026 |
|---|
| 21 Jul 2026 | PRECEDENT WEALTH PARTNERS, LLC | Institutional manager | 30 Jun 2026 | 26.83K | $7.76M* | 30 Jun 2026 |
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| 21 Jul 2026 | Traveka Wealth, LLC | Institutional manager | 30 Jun 2026 | 25.74K | $7.45M* | 30 Jun 2026 |
|---|
| 21 Jul 2026 | EVOLUTION WEALTH MANAGEMENT INC. | Institutional manager | 30 Jun 2026 | 5.99K | $1.73M* | 30 Jun 2026 |
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| 21 Jul 2026 | Discipline Wealth Solutions, LLC | Institutional manager | 30 Jun 2026 | 29.16K | $8.44M* | 30 Jun 2026 |
|---|
| 21 Jul 2026 | Wealth Group, Ltd. | Institutional manager | 30 Jun 2026 | 204.57K | $59.19M* | 30 Jun 2026 |
|---|
| 21 Jul 2026 | Foguth Wealth Management, LLC. | Institutional manager | 30 Jun 2026 | 34.77K | $10.06M* | 30 Jun 2026 |
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