| Crown Wealth Group, LLC |
2026 Q1
|
4/21/2026 |
145
|
$340 M
|
| Pinnacle Wealth Management Advisory Group, LLC |
2026 Q1
|
4/21/2026 |
550
|
$1.5 B
|
| HF Advisory Group, LLC |
2026 Q1
|
4/21/2026 |
166
|
$290 M
|
| Sicart Associates LLC |
2026 Q1
|
4/21/2026 |
74
|
$390 M
|
| Echo Wealth Management, LLC |
2026 Q1
|
4/21/2026 |
47
|
$170 M
|
| Fullerton Advisors, LLC |
2026 Q1
|
4/21/2026 |
53
|
$97 M
|
| Powers Advisory Group, LLC |
2026 Q1
|
4/21/2026 |
125
|
$280 M
|
| CHRISTINE MESSMER PC |
2026 Q1
|
4/21/2026 |
80
|
$160 M
|
| Sugar Maple Asset Management, LLC |
2026 Q1
|
4/21/2026 |
84
|
$160 M
|
| WMS Group LLC |
2026 Q1
|
4/21/2026 |
50
|
$69 M
|
| Next Level Wealth Planning, LLC |
2026 Q1
|
4/21/2026 |
73
|
$190 M
|
| VCI Wealth Management LLC |
2026 Q1
|
4/21/2026 |
123
|
$360 M
|
| Towneley Capital Management, Inc / DE |
2026 Q1
|
4/21/2026 |
42
|
$480 M
|
| Welch Group, LLC |
2026 Q1
|
4/21/2026 |
310
|
$2.7 B
|
| Sequent Planning LLC |
2026 Q1
|
4/21/2026 |
242
|
$410 M
|
| Delta Wealth Advisors LLC |
2026 Q1
|
4/21/2026 |
46
|
$130 M
|
| WEALTH EFFECTS LLC |
2026 Q1
|
4/21/2026 |
237
|
$280 M
|
| GRACE & WHITE INC /NY |
2026 Q1
|
4/21/2026 |
136
|
$570 M
|
| Colony Family Offices, LLC |
2026 Q1
|
4/21/2026 |
62
|
$410 M
|
| Piedmont Capital Management, LLC/NC |
2026 Q1
|
4/21/2026 |
119
|
$150 M
|
| WESBANCO BANK INC |
2026 Q1
|
4/21/2026 |
1,320
|
$3.6 B
|
| RETIREMENT PLANNING GROUP, LLC / NY |
2026 Q1
|
4/21/2026 |
94
|
$160 M
|
| Poehling Capital Management, INC. |
2026 Q1
|
4/21/2026 |
155
|
$470 M
|
| FIRST UNITED BANK & TRUST |
2026 Q1
|
4/21/2026 |
560
|
$310 M
|
| Clarus Group, Inc. |
2026 Q1
|
4/21/2026 |
113
|
$280 M
|
| Tassel Capital Management, Inc. |
2026 Q1
|
4/21/2026 |
37
|
$180 M
|
| Meridian Financial Advisors, LLC |
2026 Q1
|
4/21/2026 |
141
|
$180 M
|
| TigerOak Management, L.L.C. |
2026 Q1
|
4/21/2026 |
126
|
$320 M
|
| Riverstone Advisors, LLC |
2026 Q1
|
4/21/2026 |
74
|
$200 M
|
| MBE Wealth Management, LLC |
2026 Q1
|
4/21/2026 |
141
|
$240 M
|
| Madrid Wealth Management, LLC |
2026 Q1
|
4/21/2026 |
70
|
$130 M
|
| Maridea Wealth Management LLC |
2026 Q1
|
4/21/2026 |
454
|
$690 M
|
| OLD SECOND NATIONAL BANK OF AURORA |
2026 Q1
|
4/21/2026 |
391
|
$480 M
|
| WASATCH ADVISORS LP |
2026 Q1
|
4/21/2026 |
213
|
$15 B
|
| LAUREL OAK WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/21/2026 |
360
|
$600 M
|
| Rooted Wealth Advisors, Inc. |
2026 Q1
|
4/21/2026 |
144
|
$380 M
|
| Keystone Financial Group, Inc. |
2026 Q1
|
4/21/2026 |
134
|
$190 M
|
| Value Partners Investments Inc. |
2026 Q1
|
4/21/2026 |
105
|
$1.3 B
|
| Lewis Asset Management, LLC |
2026 Q1
|
4/21/2026 |
199
|
$240 M
|
| Narus Financial Partners, LLC |
2026 Q1
|
4/21/2026 |
163
|
$380 M
|
| FWG Investments, LLC. |
2026 Q1
|
4/21/2026 |
117
|
$160 M
|
| Alta Partners Management Company, L.P. |
2026 Q1
|
4/21/2026 |
2
|
$150 M
|
| Fruth Investment Management |
2026 Q1
|
4/21/2026 |
229
|
$400 M
|
| River Street Advisors LLC |
2026 Q1
|
4/21/2026 |
248
|
$300 M
|
| WT Wealth Management |
2026 Q1
|
4/21/2026 |
138
|
$340 M
|
| Mayfair Advisory Group, LLC |
2026 Q1
|
4/21/2026 |
175
|
$290 M
|
| Signature Wealth Management Partners, LLC |
2026 Q1
|
4/21/2026 |
116
|
$200 M
|
| Merkkuri Wealth Advisors LLC |
2026 Q1
|
4/21/2026 |
399
|
$150 M
|
| Econ Financial Services Corp |
2026 Q1
|
4/21/2026 |
74
|
$220 M
|
| Ground Swell Capital, LLC |
2026 Q1
|
4/21/2026 |
122
|
$51 M
|
| GRANITE ISLANDS PRIVATE WEALTH, LLC |
2026 Q1
|
4/21/2026 |
70
|
$110 M
|
| Venturi Wealth Management, LLC |
2026 Q1
|
4/21/2026 |
1,043
|
$2.2 B
|
| Medicxi Ventures Management (Jersey) Ltd |
2026 Q1
|
4/21/2026 |
4
|
$980 M
|
| Nemes Rush Group LLC |
2026 Q1
|
4/21/2026 |
944
|
$1.1 B
|
| FINANCIAL CONSULATE, INC |
2026 Q1
|
4/21/2026 |
1,402
|
$800 M
|
| STAPP WEALTH MANAGEMENT, PLLC |
2026 Q1
|
4/21/2026 |
30
|
$78 M
|
| ENCOMPASS WEALTH ADVISORS, LLC |
2026 Q1
|
4/21/2026 |
100
|
$290 M
|
| Highland Financial Advisors, LLC |
2026 Q1
|
4/21/2026 |
67
|
$380 M
|
| Capital Investment Counsel, Inc |
2026 Q1
|
4/21/2026 |
249
|
$820 M
|
| Kooman & Associates |
2026 Q1
|
4/21/2026 |
51
|
$340 M
|
| SpringVest Wealth Management LLC |
2026 Q1
|
4/21/2026 |
67
|
$150 M
|
| P.A.W. CAPITAL CORP |
2026 Q1
|
4/21/2026 |
19
|
$37 M
|
| Vise Technologies, Inc. |
2026 Q1
|
4/21/2026 |
1,447
|
$5.1 B
|
| Pinnacle Wealth Management, LLC |
2026 Q1
|
4/21/2026 |
25
|
$150 M
|
| Beaumont Asset Management, L.L.C. |
2026 Q1
|
4/21/2026 |
76
|
$220 M
|
| FLP Wealth Management, LLC |
2026 Q1
|
4/21/2026 |
56
|
$49 M
|
| Welch Financial Planning, LLC |
2026 Q1
|
4/21/2026 |
67
|
$140 M
|
| Creative Capital Management Investments LLC |
2026 Q1
|
4/21/2026 |
324
|
$350 M
|
| CAMBIENT FAMILY OFFICE, LLC |
2026 Q1
|
4/21/2026 |
261
|
$720 M
|
| Systelligence, LLC |
2026 Q1
|
4/21/2026 |
56
|
$510 M
|
| Ramiah Investment Group |
2026 Q1
|
4/21/2026 |
32
|
$99 M
|
| Xcel Wealth Management, LLC |
2026 Q1
|
4/21/2026 |
133
|
$360 M
|
| Topsail Wealth Management, LLC |
2026 Q1
|
4/21/2026 |
294
|
$680 M
|
| Penbrook Management LLC |
2026 Q1
|
4/21/2026 |
93
|
$130 M
|
| New Perspectives, Inc |
2026 Q1
|
4/21/2026 |
44
|
$290 M
|
| NORTHEAST INVESTMENT MANAGEMENT |
2026 Q1
|
4/21/2026 |
189
|
$2.4 B
|
| SIMS INVESTMENT MANAGEMENT, LLC |
2026 Q1
|
4/21/2026 |
35
|
$270 M
|
| PENN DAVIS MCFARLAND INC |
2026 Q1
|
4/21/2026 |
75
|
$1.0 B
|
| J2 Capital Management Inc |
2026 Q1
|
4/21/2026 |
116
|
$150 M
|
| Main Line Retirement Advisors, LLC |
2026 Q1
|
4/21/2026 |
48
|
$200 M
|
| Financial Architects, LLC |
2026 Q1
|
4/21/2026 |
25
|
$190 M
|
| UNIQUE WEALTH, LLC |
2026 Q1
|
4/21/2026 |
182
|
$720 M
|
| ADG Wealth Management Group, LLC |
2026 Q1
|
4/21/2026 |
51
|
$140 M
|
| Newport Asia LLC |
2026 Q1
|
4/21/2026 |
1
|
$0
|
| Waterway Wealth Management, LLC |
2026 Q1
|
4/21/2026 |
90
|
$450 M
|
| ASSET PLANNING SERVICES INC /LA/ /ADV |
2026 Q1
|
4/21/2026 |
35
|
$230 M
|
| Nabity-Jensen Investment Management Inc |
2026 Q1
|
4/21/2026 |
70
|
$140 M
|
| CORSAIR CAPITAL MANAGEMENT, L.P. |
2025 Q3 - RESTATEMENT
|
4/21/2026 |
167
|
$610 M
|
| CORSAIR CAPITAL MANAGEMENT, L.P. |
2025 Q2 - RESTATEMENT
|
4/21/2026 |
153
|
$530 M
|
| BLUE JEAN FINANCIAL LLC |
2026 Q1
|
4/21/2026 |
68
|
$120 M
|
| CORSAIR CAPITAL MANAGEMENT, L.P. |
2025 Q1 - RESTATEMENT
|
4/21/2026 |
122
|
$400 M
|
| GRIMES & Co WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/21/2026 |
588
|
$3.6 B
|
| Verity Asset Management, Inc. |
2026 Q1
|
4/21/2026 |
213
|
$240 M
|
| Sandro Wealth Management LLC |
2026 Q1
|
4/21/2026 |
99
|
$120 M
|
| CHIRON CAPITAL MANAGEMENT, LLC |
2026 Q1
|
4/21/2026 |
117
|
$98 M
|
| One Wealth Advisors, LLC |
2026 Q1
|
4/21/2026 |
304
|
$800 M
|
| Sunpointe, LLC |
2026 Q1
|
4/21/2026 |
266
|
$310 M
|
| Wolfstich Capital, LLC |
2026 Q1
|
4/21/2026 |
45
|
$110 M
|
| Vigil Wealth Management, LLC |
2026 Q1
|
4/21/2026 |
75
|
$120 M
|
| Tenon Financial LLC |
2026 Q1
|
4/21/2026 |
54
|
$250 M
|