| 21 Jul 2026 | VISTA INVESTMENT PARTNERS II, LLC | Institutional manager | 30 Jun 2026 | 20.12K | $5.82M* | 30 Jun 2026 |
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| 21 Jul 2026 | KIECKHEFER GROUP LLC | Institutional manager | 30 Jun 2026 | 3.23K | $933.19K* | 30 Jun 2026 |
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| 21 Jul 2026 | MATAURO, LLC | Institutional manager | 30 Jun 2026 | 35.68K | $10.32M* | 30 Jun 2026 |
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| 21 Jul 2026 | Financial Life Planners | Institutional manager | 30 Jun 2026 | 24.07K | $6.96M* | 30 Jun 2026 |
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| 21 Jul 2026 | Keystone Financial Group, Inc. | Institutional manager | 30 Jun 2026 | 250.00 | $72.34K* | 30 Jun 2026 |
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| 21 Jul 2026 | SIMS INVESTMENT MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 1.62K | $469.92K* | 30 Jun 2026 |
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| 21 Jul 2026 | CRUX WEALTH ADVISORS | Institutional manager | 30 Jun 2026 | 11.58K | $3.35M* | 30 Jun 2026 |
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| 21 Jul 2026 | Bay Capital Advisors, LLC | Institutional manager | 30 Jun 2026 | 11.82K | $3.42M* | 30 Jun 2026 |
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| 21 Jul 2026 | Wilkins Miller Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 9.76K | $2.82M* | 30 Jun 2026 |
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| 21 Jul 2026 | Rydar Equities, Inc. | Institutional manager | 30 Jun 2026 | 44.37K | $12.84M* | 30 Jun 2026 |
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| 21 Jul 2026 | Integrity Investment Advisors, LLC | Institutional manager | 30 Jun 2026 | 19.66K | $5.69M* | 30 Jun 2026 |
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| 21 Jul 2026 | October Effect Ltd | Institutional manager | 30 Jun 2026 | 1.75K | $507.83K* | 30 Jun 2026 |
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| 21 Jul 2026 | HighRoad Wealth Advisors, LLC | Institutional manager | 30 Jun 2026 | 4.12K | $1.19M* | 30 Jun 2026 |
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| 21 Jul 2026 | Hudson Oak Wealth Advisory LLC | Institutional manager | 30 Jun 2026 | 2.27K | $656.85K* | 30 Jun 2026 |
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| 21 Jul 2026 | Portus Wealth Advisors, LLC | Institutional manager | 30 Jun 2026 | 11.66K | $3.37M* | 30 Jun 2026 |
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| 21 Jul 2026 | Clear Trail Advisors, LLC | Institutional manager | 30 Jun 2026 | 76.23K | $22.06M* | 30 Jun 2026 |
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| 21 Jul 2026 | Pearl Planning LLC | Institutional manager | 30 Jun 2026 | 2.49K | $719.35K* | 30 Jun 2026 |
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| 21 Jul 2026 | Flagship Capital Management Inc. | Institutional manager | 30 Jun 2026 | 51.02K | $14.76M* | 30 Jun 2026 |
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| 21 Jul 2026 | FORTERIS WEALTH MANAGEMENT INC. | Institutional manager | 30 Jun 2026 | 17.55K | $5.08M* | 30 Jun 2026 |
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| 21 Jul 2026 | Pacific Park Financial, Inc. | Institutional manager | 30 Jun 2026 | 2.05K | $592.03K* | 30 Jun 2026 |
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| 21 Jul 2026 | FULCRUM WEALTH ADVISORS, LLC | Institutional manager | 30 Jun 2026 | 25.02K | $7.24M* | 30 Jun 2026 |
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| 21 Jul 2026 | Western Reserve Capital Management, LLC | Institutional manager | 30 Jun 2026 | 7.77K | $2.25M* | 30 Jun 2026 |
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| 21 Jul 2026 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | Institutional manager | 30 Jun 2026 | 6.27K | $1.81M* | 30 Jun 2026 |
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| 21 Jul 2026 | GRANITE ISLANDS PRIVATE WEALTH, LLC | Institutional manager | 30 Jun 2026 | 35.15K | $10.17M* | 30 Jun 2026 |
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| 21 Jul 2026 | LAUREL OAK WEALTH MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 167.86K | $48.57M* | 30 Jun 2026 |
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| 21 Jul 2026 | Worthington Financial Partners, LLC | Institutional manager | 30 Jun 2026 | 6.73K | $1.95M* | 30 Jun 2026 |
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| 21 Jul 2026 | Hyposwiss Advisors SA | Institutional manager | 30 Jun 2026 | 4.81K | $1.39M* | 30 Jun 2026 |
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| 21 Jul 2026 | NorthAvenue LLC | Institutional manager | 30 Jun 2026 | 772.00 | $223.39K* | 30 Jun 2026 |
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| 21 Jul 2026 | Madson Wealth Advisors Inc | Institutional manager | 30 Jun 2026 | 4.08K | $1.18M* | 30 Jun 2026 |
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| 21 Jul 2026 | LANARK FINANCIAL, INC. | Institutional manager | 30 Jun 2026 | 137.13K | $39.68M* | 30 Jun 2026 |
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| 21 Jul 2026 | CAMPBELL CAPITAL MANAGEMENT INC | Institutional manager | 30 Jun 2026 | 148.05K | $42.84M* | 30 Jun 2026 |
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| 21 Jul 2026 | HIGHLAND CAPITAL MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 376.68K | $109.00M* | 30 Jun 2026 |
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| 21 Jul 2026 | SAGE FINANCIAL GROUP INC | Institutional manager | 30 Jun 2026 | 87.24K | $25.24M* | 30 Jun 2026 |
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| 21 Jul 2026 | LANDAAS & CO /WI /ADV | Institutional manager | 30 Jun 2026 | 30.25K | $8.75M* | 30 Jun 2026 |
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| 21 Jul 2026 | LEAVELL INVESTMENT MANAGEMENT, INC. | Institutional manager | 30 Jun 2026 | 244.01K | $70.61M* | 30 Jun 2026 |
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| 21 Jul 2026 | Legacy Private Trust Co. | Institutional manager | 30 Jun 2026 | 182.76K | $52.88M* | 30 Jun 2026 |
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| 21 Jul 2026 | Louisiana State Employees Retirement System | Institutional manager | 30 Jun 2026 | 1.09M | $316.18M* | 30 Jun 2026 |
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| 21 Jul 2026 | Optas, LLC | Institutional manager | 30 Jun 2026 | 91.70K | $26.53M* | 30 Jun 2026 |
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| 21 Jul 2026 | Blue Trust, Inc. | Institutional manager | 30 Jun 2026 | 151.10K | $43.72M* | 30 Jun 2026 |
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| 21 Jul 2026 | First National Advisers, LLC | Institutional manager | 30 Jun 2026 | 131.47K | $38.04M* | 30 Jun 2026 |
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| 21 Jul 2026 | River Street Advisors LLC | Institutional manager | 30 Jun 2026 | 32.35K | $9.36M* | 30 Jun 2026 |
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| 21 Jul 2026 | YANKCOM Partnership | Institutional manager | 30 Jun 2026 | 25.86K | $7.48M* | 30 Jun 2026 |
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| 21 Jul 2026 | Lord & Richards Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 2.69K | $778.96K* | 30 Jun 2026 |
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| 21 Jul 2026 | Cornerstone National Bank & Trust Co | Institutional manager | 30 Jun 2026 | 10.60K | $3.07M* | 30 Jun 2026 |
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| 21 Jul 2026 | NOVEM GROUP | Institutional manager | 30 Jun 2026 | 61.89K | $17.91M* | 30 Jun 2026 |
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| 21 Jul 2026 | P.A.W. CAPITAL CORP | Institutional manager | 31 Mar 2026 | (m) | (m) | (m) |
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| 21 Jul 2026 | First Nebraska Trust Co | Institutional manager | 31 Dec 2014 | 72.79K | $8.03M* | 31 Dec 2014 |
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| 21 Jul 2026 | First Nebraska Trust Co | Institutional manager | 30 Sept 2014 | 78.19K | $7.88M* | 30 Sept 2014 |
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| 20 Jul 2026 | ACORN FINANCIAL ADVISORY SERVICES INC /ADV | Institutional manager | 30 Jun 2026 | 42.16K | $12.20M* | 30 Jun 2026 |
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| 20 Jul 2026 | SALZHAUER MICHAEL | Institutional manager | 30 Jun 2026 | 3.42K | $989.03K* | 30 Jun 2026 |
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| 20 Jul 2026 | FORBES J M & CO LLP | Institutional manager | 30 Jun 2026 | 248.46K | $71.89M* | 30 Jun 2026 |
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| 20 Jul 2026 | SMITHBRIDGE ASSET MANAGEMENT INC/DE | Institutional manager | 30 Jun 2026 | 125.19K | $36.22M* | 30 Jun 2026 |
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| 20 Jul 2026 | GATEWAY INVESTMENT ADVISERS LLC | Institutional manager | 30 Jun 2026 | 2.69M | $779.09M* | 30 Jun 2026 |
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| 20 Jul 2026 | FARMERS & MERCHANTS INVESTMENTS INC | Institutional manager | 30 Jun 2026 | 447.31K | $129.43M* | 30 Jun 2026 |
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| 20 Jul 2026 | Aull & Monroe Investment Management Corp | Institutional manager | 30 Jun 2026 | 5.63K | $1.63M* | 30 Jun 2026 |
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| 20 Jul 2026 | MEITAV INVESTMENT HOUSE LTD | Institutional manager | 30 Jun 2026 | 59.09K | $17.10M* | 30 Jun 2026 |
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| 20 Jul 2026 | ASPIRIANT, LLC | Institutional manager | 30 Jun 2026 | 278.11K | $80.47M* | 30 Jun 2026 |
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| 20 Jul 2026 | INTACT INVESTMENT MANAGEMENT INC. | Institutional manager | 30 Jun 2026 | 50.40K | $14.58M* | 30 Jun 2026 |
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| 20 Jul 2026 | BURRUS FINANCIAL SERVICES, INC. | Institutional manager | 30 Jun 2026 | 1.04K | $300.07K* | 30 Jun 2026 |
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| 20 Jul 2026 | Blackhawk Capital Partners, LLC | Institutional manager | 30 Jun 2026 | 41.34K | $11.96M* | 30 Jun 2026 |
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| 20 Jul 2026 | FOUNDERS CAPITAL MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 73.44K | $21.25M* | 30 Jun 2026 |
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| 20 Jul 2026 | Waldron Private Wealth LLC | Institutional manager | 30 Jun 2026 | 108.45K | $31.38M* | 30 Jun 2026 |
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| 20 Jul 2026 | Colony Family Offices, LLC | Institutional manager | 30 Jun 2026 | 10.43K | $3.02M* | 30 Jun 2026 |
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| 20 Jul 2026 | ISTHMUS PARTNERS, LLC | Institutional manager | 30 Jun 2026 | 92.18K | $26.67M* | 30 Jun 2026 |
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| 20 Jul 2026 | MISSION WEALTH MANAGEMENT, LP | Institutional manager | 30 Jun 2026 | 1.21M | $350.69M* | 30 Jun 2026 |
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| 20 Jul 2026 | Shakespeare Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 10.43K | $3.02M* | 30 Jun 2026 |
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| 20 Jul 2026 | Peak Financial Management, Inc. | Institutional manager | 30 Jun 2026 | 25.87K | $7.49M* | 30 Jun 2026 |
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| 20 Jul 2026 | Counterpoint Mutual Funds LLC | Institutional manager | 30 Jun 2026 | 25.42K | $7.35M* | 30 Jun 2026 |
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| 20 Jul 2026 | FLC Capital Advisors | Institutional manager | 30 Jun 2026 | 72.25K | $20.91M* | 30 Jun 2026 |
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| 20 Jul 2026 | Uncommon Cents Investing LLC | Institutional manager | 30 Jun 2026 | 25.31K | $7.32M* | 30 Jun 2026 |
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| 20 Jul 2026 | Rinkey Investments | Institutional manager | 30 Jun 2026 | 19.65K | $5.69M* | 30 Jun 2026 |
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| 20 Jul 2026 | Poehling Capital Management, INC. | Institutional manager | 30 Jun 2026 | 47.18K | $13.65M* | 30 Jun 2026 |
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| 20 Jul 2026 | Sound Income Strategies, LLC | Institutional manager | 30 Jun 2026 | 95.77K | $27.71M* | 30 Jun 2026 |
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| 20 Jul 2026 | FORTEM FINANCIAL GROUP, LLC | Institutional manager | 30 Jun 2026 | 27.06K | $7.83M* | 30 Jun 2026 |
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| 20 Jul 2026 | Realta Investment Advisors | Institutional manager | 30 Jun 2026 | 79.51K | $23.01M* | 30 Jun 2026 |
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| 20 Jul 2026 | Live Oak Private Wealth LLC | Institutional manager | 30 Jun 2026 | 72.56K | $21.00M* | 30 Jun 2026 |
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| 20 Jul 2026 | Emerald Advisors, LLC | Institutional manager | 30 Jun 2026 | 23.33K | $6.75M* | 30 Jun 2026 |
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| 20 Jul 2026 | Hixon Zuercher, LLC | Institutional manager | 30 Jun 2026 | 28.19K | $8.16M* | 30 Jun 2026 |
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| 20 Jul 2026 | Royal Fund Management, LLC | Institutional manager | 30 Jun 2026 | 45.92K | $13.29M* | 30 Jun 2026 |
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| 20 Jul 2026 | Wellspring Financial Advisors, LLC | Institutional manager | 30 Jun 2026 | 178.37K | $51.61M* | 30 Jun 2026 |
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| 20 Jul 2026 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 46.93K | $13.58M* | 30 Jun 2026 |
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| 20 Jul 2026 | KAVAR CAPITAL PARTNERS GROUP, LLC | Institutional manager | 30 Jun 2026 | 151.32K | $43.79M* | 30 Jun 2026 |
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| 20 Jul 2026 | Skyline Advisors, Inc. | Institutional manager | 30 Jun 2026 | 12.89K | $3.73M* | 30 Jun 2026 |
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| 20 Jul 2026 | Interchange Capital Partners, LLC | Institutional manager | 30 Jun 2026 | 77.80K | $22.51M* | 30 Jun 2026 |
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| 20 Jul 2026 | Clarity Financial LLC | Institutional manager | 30 Jun 2026 | 150.24K | $43.47M* | 30 Jun 2026 |
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| 20 Jul 2026 | Ardent Capital Management, Inc. | Institutional manager | 30 Jun 2026 | 54.18K | $15.68M* | 30 Jun 2026 |
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| 20 Jul 2026 | Phraction Management LLC | Institutional manager | 30 Jun 2026 | 3.50K | $1.01M* | 30 Jun 2026 |
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| 20 Jul 2026 | KRS Capital Management, LLC | Institutional manager | 30 Jun 2026 | 66.42K | $19.22M* | 30 Jun 2026 |
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| 20 Jul 2026 | Objective Capital Management, LLC | Institutional manager | 30 Jun 2026 | 8.96K | $2.59M* | 30 Jun 2026 |
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| 20 Jul 2026 | Sterling Investment Counsel, LLC | Institutional manager | 30 Jun 2026 | 59.16K | $17.12M* | 30 Jun 2026 |
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| 20 Jul 2026 | Goldstein Advisors, LLC | Institutional manager | 30 Jun 2026 | 27.33K | $7.91M* | 30 Jun 2026 |
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| 20 Jul 2026 | Arcadia Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 2.60K | $752.91K* | 30 Jun 2026 |
|---|
| 20 Jul 2026 | PETREDIS INVESTMENT ADVISORS LLC | Institutional manager | 30 Jun 2026 | 205.45K | $59.45M* | 30 Jun 2026 |
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| 20 Jul 2026 | B.O.S.S. Retirement Advisors, LLC | Institutional manager | 30 Jun 2026 | 18.62K | $5.39M* | 30 Jun 2026 |
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| 20 Jul 2026 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Institutional manager | 30 Jun 2026 | 106.34K | $30.77M* | 30 Jun 2026 |
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| 20 Jul 2026 | TITLEIST ASSET MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 74.17K | $21.46M* | 30 Jun 2026 |
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| 20 Jul 2026 | BROWN WEALTH MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 19.96K | $5.78M* | 30 Jun 2026 |
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| 20 Jul 2026 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | Institutional manager | 30 Jun 2026 | 12.46K | $3.61M* | 30 Jun 2026 |
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| 20 Jul 2026 | Envestnet Portfolio Solutions, Inc. | Institutional manager | 30 Jun 2026 | 683.49K | $197.78M* | 30 Jun 2026 |
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| 20 Jul 2026 | HARMONY ASSET MANAGEMENT LLC | Institutional manager | 30 Jun 2026 | 68.80K | $19.91M* | 30 Jun 2026 |
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