| 16 Jul 2026 | QUATTRO FINANCIAL ADVISORS LLC | Institutional manager | 30 Jun 2026 | 17.06K | $4.94M* | 30 Jun 2026 |
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| 16 Jul 2026 | Certified Advisory Corp | Institutional manager | 30 Jun 2026 | 72.81K | $21.07M* | 30 Jun 2026 |
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| 16 Jul 2026 | MinichMacGregor Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 13.83K | $4.00M* | 30 Jun 2026 |
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| 16 Jul 2026 | Targeted Financial Services LLC | Institutional manager | 30 Jun 2026 | 8.15K | $2.36M* | 30 Jun 2026 |
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| 16 Jul 2026 | BRANDYWINE OAK PRIVATE WEALTH LLC | Institutional manager | 30 Jun 2026 | 118.75K | $34.36M* | 30 Jun 2026 |
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| 16 Jul 2026 | TRUEFG, LLC | Institutional manager | 30 Jun 2026 | 6.87K | $1.99M* | 30 Jun 2026 |
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| 16 Jul 2026 | Wolff Financial Management LLC | Institutional manager | 30 Jun 2026 | 17.45K | $5.05M* | 30 Jun 2026 |
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| 16 Jul 2026 | RIVERSEDGE ADVISORS, LLC | Institutional manager | 30 Jun 2026 | 153.77K | $44.49M* | 30 Jun 2026 |
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| 16 Jul 2026 | Relyea Zuckerberg Hanson LLC | Institutional manager | 30 Jun 2026 | 123.70K | $35.79M* | 30 Jun 2026 |
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| 16 Jul 2026 | BCS Wealth Management | Institutional manager | 30 Jun 2026 | 18.43K | $5.33M* | 30 Jun 2026 |
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| 16 Jul 2026 | Single Point Partners, LLC | Institutional manager | 30 Jun 2026 | 14.75K | $4.27M* | 30 Jun 2026 |
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| 16 Jul 2026 | Apeiron RIA LLC | Institutional manager | 30 Jun 2026 | 10.08K | $2.92M* | 30 Jun 2026 |
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| 16 Jul 2026 | Aaron Wealth Advisors LLC | Institutional manager | 30 Jun 2026 | 204.48K | $59.17M* | 30 Jun 2026 |
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| 16 Jul 2026 | Bond & Devick Financial Network, Inc. | Institutional manager | 30 Jun 2026 | 20.46K | $5.92M* | 30 Jun 2026 |
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| 16 Jul 2026 | Johnson Bixby & Associates, LLC | Institutional manager | 30 Jun 2026 | 41.85K | $12.11M* | 30 Jun 2026 |
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| 16 Jul 2026 | San Luis Wealth Advisors LLC | Institutional manager | 30 Jun 2026 | 127.97K | $37.03M* | 30 Jun 2026 |
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| 16 Jul 2026 | CFS Investment Advisory Services, LLC | Institutional manager | 30 Jun 2026 | 65.89K | $19.07M* | 30 Jun 2026 |
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| 16 Jul 2026 | Howard Capital Management Group, LLC | Institutional manager | 30 Jun 2026 | 414.22K | $119.86M* | 30 Jun 2026 |
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| 16 Jul 2026 | STRATEGIC PLANNING GROUP, LLC | Institutional manager | 30 Jun 2026 | 140.70K | $40.71M* | 30 Jun 2026 |
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| 16 Jul 2026 | ARS Wealth Advisors Group, LLC | Institutional manager | 30 Jun 2026 | 179.05K | $51.81M* | 30 Jun 2026 |
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| 16 Jul 2026 | VISTA FINANCE, LLC | Institutional manager | 30 Jun 2026 | 6.41K | $1.85M* | 30 Jun 2026 |
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| 16 Jul 2026 | LOCKERMAN FINANCIAL GROUP, INC. | Institutional manager | 30 Jun 2026 | 1.18K | $340.87K* | 30 Jun 2026 |
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| 16 Jul 2026 | Mid-American Wealth Advisory Group, Inc. | Institutional manager | 30 Jun 2026 | 4.32K | $1.25M* | 30 Jun 2026 |
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| 16 Jul 2026 | Johnson & White Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 20.19K | $5.84M* | 30 Jun 2026 |
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| 16 Jul 2026 | Sharper & Granite LLC | Institutional manager | 30 Jun 2026 | 10.52K | $3.04M* | 30 Jun 2026 |
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| 16 Jul 2026 | Linden Thomas Advisory Services, LLC | Institutional manager | 30 Jun 2026 | 63.45K | $18.36M* | 30 Jun 2026 |
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| 16 Jul 2026 | IAMS WEALTH MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 19.12K | $5.53M* | 30 Jun 2026 |
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| 16 Jul 2026 | Visionary Horizons, LLC | Institutional manager | 30 Jun 2026 | 2.96K | $855.93K* | 30 Jun 2026 |
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| 16 Jul 2026 | Rachor Investment Advisory Services, LLC | Institutional manager | 30 Jun 2026 | 1.74K | $503.78K* | 30 Jun 2026 |
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| 16 Jul 2026 | GC Wealth Management RIA, LLC | Institutional manager | 30 Jun 2026 | 244.10K | $70.63M* | 30 Jun 2026 |
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| 16 Jul 2026 | SECURED RETIREMENT ADVISORS, LLC | Institutional manager | 30 Jun 2026 | 24.68K | $7.14M* | 30 Jun 2026 |
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| 16 Jul 2026 | Stanich Group LLC | Institutional manager | 30 Jun 2026 | 8.84K | $2.56M* | 30 Jun 2026 |
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| 16 Jul 2026 | Yardley Wealth Management LLC | Institutional manager | 30 Jun 2026 | 1.62K | $469.34K* | 30 Jun 2026 |
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| 16 Jul 2026 | WASHINGTON GROWTH STRATEGIES LLC | Institutional manager | 30 Jun 2026 | 2.86K | $827.28K* | 30 Jun 2026 |
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| 16 Jul 2026 | Kaufman Rossin Wealth, LLC | Institutional manager | 30 Jun 2026 | 12.74K | $3.69M* | 30 Jun 2026 |
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| 16 Jul 2026 | Lifelong Wealth Advisors, Inc. | Institutional manager | 30 Jun 2026 | 7.64K | $2.21M* | 30 Jun 2026 |
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| 16 Jul 2026 | McHugh Group, LLC | Institutional manager | 30 Jun 2026 | 35.11K | $10.16M* | 30 Jun 2026 |
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| 16 Jul 2026 | CogentBlue Wealth Advisors, LLC | Institutional manager | 30 Jun 2026 | 13.47K | $3.90M* | 30 Jun 2026 |
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| 16 Jul 2026 | WAYSTONE ADVISORS LLC | Institutional manager | 30 Jun 2026 | 11.27K | $3.26M* | 30 Jun 2026 |
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| 16 Jul 2026 | Morangie Management LLC | Institutional manager | 30 Jun 2026 | 24.53K | $7.10M* | 30 Jun 2026 |
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| 16 Jul 2026 | CLG LLC | Institutional manager | 30 Jun 2026 | 75.52K | $21.85M* | 30 Jun 2026 |
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| 16 Jul 2026 | Thoma Capital Management LLC | Institutional manager | 30 Jun 2026 | 10.68K | $3.09M* | 30 Jun 2026 |
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| 16 Jul 2026 | Global Trust Wealth Management LLC | Institutional manager | 30 Jun 2026 | 10.79K | $3.12M* | 30 Jun 2026 |
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| 16 Jul 2026 | Integrated Financial Solutions, Inc. | Institutional manager | 30 Jun 2026 | 120.67K | $34.92M* | 30 Jun 2026 |
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| 16 Jul 2026 | Berman McAleer LLC | Institutional manager | 30 Jun 2026 | 33.97K | $9.83M* | 30 Jun 2026 |
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| 16 Jul 2026 | PMG Family Office LLC | Institutional manager | 30 Jun 2026 | 3.38K | $977.46K* | 30 Jun 2026 |
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| 16 Jul 2026 | Dougherty & Associates, LLC | Institutional manager | 30 Jun 2026 | 15.67K | $4.53M* | 30 Jun 2026 |
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| 16 Jul 2026 | Wealth Analytics Partners, LLC | Institutional manager | 30 Jun 2026 | 26.77K | $7.75M* | 30 Jun 2026 |
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| 16 Jul 2026 | BLUEDOOR PRIVATE WEALTH, LLC | Institutional manager | 30 Jun 2026 | 29.33K | $8.49M* | 30 Jun 2026 |
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| 16 Jul 2026 | First Growth Capital LLC | Institutional manager | 30 Jun 2026 | 6.01K | $1.74M* | 30 Jun 2026 |
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| 16 Jul 2026 | Capital Investment Management, Inc. | Institutional manager | 30 Jun 2026 | 6.85K | $1.98M* | 30 Jun 2026 |
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| 16 Jul 2026 | Bucket List Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 6.07K | $1.75M* | 30 Jun 2026 |
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| 16 Jul 2026 | Optimus Capital Advisors, LLC | Institutional manager | 30 Jun 2026 | 2.19K | $633.70K* | 30 Jun 2026 |
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| 16 Jul 2026 | ZWJ INVESTMENT COUNSEL INC | Institutional manager | 30 Jun 2026 | 261.57K | $75.69M* | 30 Jun 2026 |
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| 16 Jul 2026 | LINCOLN CAPITAL CORP | Institutional manager | 30 Jun 2026 | 50.72K | $14.68M* | 30 Jun 2026 |
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| 16 Jul 2026 | RICHARDS, MERRILL & PETERSON, INC. | Institutional manager | 30 Jun 2026 | 53.07K | $15.36M* | 30 Jun 2026 |
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| 16 Jul 2026 | ZEVENBERGEN CAPITAL INVESTMENTS LLC | Institutional manager | 30 Jun 2026 | 504.17K | $145.89M* | 30 Jun 2026 |
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| 16 Jul 2026 | CHICAGO TRUST Co NA | Institutional manager | 30 Jun 2026 | 118.96K | $34.42M* | 30 Jun 2026 |
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| 16 Jul 2026 | BTC Capital Management, Inc. | Institutional manager | 30 Jun 2026 | 245.37K | $71.00M* | 30 Jun 2026 |
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| 16 Jul 2026 | Vermillion Wealth Management, Inc. | Institutional manager | 30 Jun 2026 | 9.09K | $2.63M* | 30 Jun 2026 |
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| 16 Jul 2026 | Brown Miller Wealth Management, LLC | Institutional manager | 30 Jun 2026 | 112.24K | $32.48M* | 30 Jun 2026 |
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| 16 Jul 2026 | Sava Infond d.o.o. | Institutional manager | 30 Jun 2026 | 97.27K | $28.15M* | 30 Jun 2026 |
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| 16 Jul 2026 | KEATING INVESTMENT COUNSELORS INC | Institutional manager | 30 Jun 2026 | 1.63K | $471.95K* | 30 Jun 2026 |
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| 16 Jul 2026 | LIGHTHOUSE FINANCIAL SERVICES INC /ADV | Institutional manager | 30 Jun 2026 | 34.97K | $10.12M* | 30 Jun 2026 |
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| 16 Jul 2026 | VALICENTI ADVISORY SERVICES INC | Institutional manager | 30 Jun 2026 | 106.89K | $30.93M* | 30 Jun 2026 |
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| 16 Jul 2026 | NORTHEAST INVESTMENT MANAGEMENT | Institutional manager | 30 Jun 2026 | 630.13K | $182.33M* | 30 Jun 2026 |
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| 16 Jul 2026 | Violich Capital Management, Inc. | Institutional manager | 30 Jun 2026 | 209.76K | $60.69M* | 30 Jun 2026 |
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| 16 Jul 2026 | Horrell Capital Management, Inc. | Institutional manager | 30 Jun 2026 | 7.58K | $2.19M* | 30 Jun 2026 |
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| 16 Jul 2026 | Crossmark Global Holdings, Inc. | Institutional manager | 30 Jun 2026 | 1.29M | $373.64M* | 30 Jun 2026 |
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| 16 Jul 2026 | BEACON FINANCIAL GROUP | Institutional manager | 30 Jun 2026 | 45.70K | $13.22M* | 30 Jun 2026 |
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| 16 Jul 2026 | Capital Advisors, Ltd. LLC | Institutional manager | 30 Jun 2026 | 36.70K | $10.62M* | 30 Jun 2026 |
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| 16 Jul 2026 | Seelaus Asset Management LLC | Institutional manager | 30 Jun 2026 | 34.37K | $9.94M* | 30 Jun 2026 |
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| 16 Jul 2026 | Union Bancaire Privee, UBP SA | Institutional manager | 30 Jun 2026 | 1.28M | $369.90M* | 30 Jun 2026 |
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| 16 Jul 2026 | ALKEME WEALTH, LLC | Institutional manager | 30 Jun 2026 | 39.53K | $11.44M* | 30 Jun 2026 |
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| 16 Jul 2026 | VIEWPOINT INVESTMENT PARTNERS CORP | Institutional manager | 30 Jun 2026 | 11.59K | $3.35M* | 30 Jun 2026 |
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| 16 Jul 2026 | ALTERNA WEALTH MANAGEMENT, INC | Institutional manager | 30 Jun 2026 | 10.53K | $3.05M* | 30 Jun 2026 |
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| 16 Jul 2026 | Astoria Strategic Wealth, Inc. | Institutional manager | 30 Jun 2026 | 813.00 | $235.25K* | 30 Jun 2026 |
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| 16 Jul 2026 | HBW ADVISORY SERVICES LLC | Institutional manager | 30 Jun 2026 | 49.94K | $14.45M* | 30 Jun 2026 |
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| 16 Jul 2026 | Relyea Zuckerberg Hanson LLC | Institutional manager | 30 Jun 2026 | 123.70K | $35.79M* | 30 Jun 2026 |
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| 16 Jul 2026 | Alhambra Investment Management LLC | Institutional manager | 30 Jun 2026 | 52.74K | $15.26M* | 30 Jun 2026 |
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| 16 Jul 2026 | Hunter Perkins Capital Management, LLC | Institutional manager | 30 Jun 2026 | 2.51K | $726.58K* | 30 Jun 2026 |
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| 16 Jul 2026 | Stone Wealth Partners | Institutional manager | 30 Jun 2026 | 9.56K | $2.77M* | 30 Jun 2026 |
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| 16 Jul 2026 | AM INVESTMENT STRATEGIES LLC | Institutional manager | 30 Jun 2026 | 295.15K | $85.41M* | 30 Jun 2026 |
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| 16 Jul 2026 | Ellsworth Advisors, LLC | Institutional manager | 30 Jun 2026 | 46.63K | $13.49M* | 30 Jun 2026 |
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| 16 Jul 2026 | Rempart Asset Management Inc. | Institutional manager | 30 Jun 2026 | 3.02K | $874.16K* | 30 Jun 2026 |
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| 16 Jul 2026 | YOUSIF CAPITAL MANAGEMENT, LLC | Institutional manager | 30 Jun 2026 | 1.47M | $426.40M* | 30 Jun 2026 |
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| 16 Jul 2026 | PENOBSCOT WEALTH MANAGEMENT | Institutional manager | 30 Jun 2026 | 9.60K | $2.78M* | 30 Jun 2026 |
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| 16 Jul 2026 | Activest Wealth Management | Institutional manager | 30 Jun 2026 | 84.55K | $24.46M* | 30 Jun 2026 |
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| 16 Jul 2026 | James Reed Financial Services, Inc. | Institutional manager | 30 Jun 2026 | 4.47K | $1.29M* | 30 Jun 2026 |
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| 16 Jul 2026 | Marion Wealth Management | Institutional manager | 30 Jun 2026 | 40.91K | $11.84M* | 30 Jun 2026 |
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| 16 Jul 2026 | Higgins & Schmidt Wealth Strategies LLC | Institutional manager | 30 Jun 2026 | 3.62K | $1.05M* | 30 Jun 2026 |
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| 16 Jul 2026 | Hoxton Planning & Management, LLC | Institutional manager | 30 Jun 2026 | 27.41K | $7.93M* | 30 Jun 2026 |
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| 16 Jul 2026 | True Wealth Design, LLC | Institutional manager | 30 Jun 2026 | 9.18K | $2.66M* | 30 Jun 2026 |
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| 16 Jul 2026 | JIA INVESTMENT ALLIANCE PTE. LTD. | Institutional manager | 30 Jun 2026 | 371.70K | $107.56M* | 30 Jun 2026 |
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| 16 Jul 2026 | Decker Retirement Planning Inc. | Institutional manager | 30 Jun 2026 | 6.18K | $1.79M* | 30 Jun 2026 |
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| 16 Jul 2026 | INSTRUMENTAL WEALTH, LLC | Institutional manager | 30 Jun 2026 | 12.26K | $3.55M* | 30 Jun 2026 |
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| 16 Jul 2026 | JAMISON PRIVATE WEALTH MANAGEMENT, INC. | Institutional manager | 30 Jun 2026 | 142.13K | $41.13M* | 30 Jun 2026 |
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| 16 Jul 2026 | Forthright Family Wealth Advisory LLC | Institutional manager | 30 Jun 2026 | 9.04K | $2.61M* | 30 Jun 2026 |
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| 16 Jul 2026 | Marathon Strategic Advisors, LLC | Institutional manager | 30 Jun 2026 | 1.37K | $397.29K* | 30 Jun 2026 |
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| 16 Jul 2026 | TRAPHAGEN INVESTMENT ADVISORS LLC | Institutional manager | 30 Jun 2026 | 159.15K | $46.05M* | 30 Jun 2026 |
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