| RKL Wealth Management LLC |
2026 Q1
|
4/24/2026 |
179
|
$1.1 B
|
| Stegent Equity Advisors, Inc. |
2026 Q1
|
4/24/2026 |
101
|
$120 M
|
| TSP Capital Management Group, LLC |
2026 Q1
|
4/24/2026 |
45
|
$410 M
|
| BARNES PETTEY FINANCIAL ADVISORS, LLC |
2026 Q1
|
4/24/2026 |
156
|
$230 M
|
| Conestoga Capital Advisors, LLC |
2026 Q1
|
4/24/2026 |
114
|
$5.0 B
|
| Lindsell Train Ltd |
2026 Q1
|
4/24/2026 |
27
|
$3.1 B
|
| Midwest Capital Advisors, LLC |
2026 Q1
|
4/24/2026 |
199
|
$210 M
|
| Capital Asset Advisory Services LLC |
2026 Q1
|
4/24/2026 |
299
|
$2.6 B
|
| BELLEVUE ASSET MANAGEMENT, LLC |
2026 Q1
|
4/24/2026 |
369
|
$200 M
|
| Prospect Financial Services LLC |
2026 Q1
|
4/24/2026 |
104
|
$160 M
|
| EJMK Ventures LLC |
2026 Q1
|
4/24/2026 |
167
|
$180 M
|
| WD RUTHERFORD LLC |
2026 Q1
|
4/24/2026 |
71
|
$230 M
|
| Essex Financial Services, Inc. |
2026 Q1
|
4/24/2026 |
794
|
$1.8 B
|
| CHICAGO TRUST Co NA |
2026 Q1
|
4/24/2026 |
663
|
$630 M
|
| Cassia Capital Partners, LLC |
2026 Q1
|
4/24/2026 |
67
|
$190 M
|
| PW ADVISORS, LLC \ FL |
2026 Q1
|
4/24/2026 |
35
|
$130 M
|
| DELTEC ASSET MANAGEMENT LLC |
2026 Q1
|
4/24/2026 |
235
|
$550 M
|
| SYNTAX RESEARCH, INC. |
2026 Q1
|
4/24/2026 |
192
|
$160 M
|
| Trust Investment Advisors |
2026 Q1
|
4/24/2026 |
90
|
$170 M
|
| Root Financial Partners, LLC |
2026 Q1
|
4/24/2026 |
3,466
|
$2.2 B
|
| Petros Family Wealth, LLC |
2026 Q1
|
4/24/2026 |
398
|
$140 M
|
| Canaan Partners XI LLC |
2026 Q1
|
4/24/2026 |
3
|
$76 M
|
| STOCK YARDS BANK & TRUST CO |
2026 Q1
|
4/24/2026 |
694
|
$3.2 B
|
| TWIN CITY PRIVATE WEALTH, LLC |
2026 Q1
|
4/24/2026 |
96
|
$130 M
|
| hemming& Wealth Management, Inc. |
2026 Q1
|
4/24/2026 |
15
|
$140 M
|
| KEB ASSET MANAGEMENT, LLC |
2026 Q1
|
4/24/2026 |
97
|
$520 M
|
| Jacobsen Capital Management |
2026 Q1
|
4/24/2026 |
124
|
$300 M
|
| Horizon Wealth Management, LLC |
2026 Q1
|
4/24/2026 |
137
|
$680 M
|
| LETSON INVESTMENT MANAGEMENT, INC. |
2026 Q1
|
4/24/2026 |
101
|
$260 M
|
| LB Partners LLC |
2026 Q1
|
4/24/2026 |
37
|
$110 M
|
| Able Wealth Management LLC |
2026 Q1
|
4/24/2026 |
138
|
$370 M
|
| PZENA INVESTMENT MANAGEMENT LLC |
2026 Q1
|
4/24/2026 |
192
|
$31 B
|
| Northwest Financial Advisors |
2026 Q1
|
4/24/2026 |
66
|
$52 M
|
| Kropog Financial Group, LLC |
2026 Q1
|
4/24/2026 |
33
|
$120 M
|
| Randolph Co Inc |
2026 Q1
|
4/24/2026 |
43
|
$1.0 B
|
| HERITAGE OAK WEALTH ADVISORS LLC |
2026 Q1
|
4/24/2026 |
73
|
$310 M
|
| NavPoint Financial, Inc. |
2026 Q1
|
4/24/2026 |
71
|
$250 M
|
| TSG Advice Partners, LLC |
2026 Q1
|
4/24/2026 |
135
|
$670 M
|
| KPP Advisory Services LLC |
2026 Q1
|
4/24/2026 |
349
|
$690 M
|
| Center for Wealth Management Advisory |
2026 Q1
|
4/24/2026 |
62
|
$140 M
|
| SMITHBRIDGE ASSET MANAGEMENT INC/DE |
2026 Q1
|
4/24/2026 |
183
|
$670 M
|
| BetterWealth, LLC |
2026 Q1
|
4/24/2026 |
85
|
$510 M
|
| Eagle Bluffs Wealth Management LLC |
2026 Q1
|
4/24/2026 |
80
|
$260 M
|
| Vision Capital Management, Inc. |
2026 Q1
|
4/24/2026 |
167
|
$790 M
|
| Innova Wealth Partners |
2026 Q1
|
4/24/2026 |
167
|
$210 M
|
| Reliant Investment Management, LLC |
2026 Q1
|
4/24/2026 |
53
|
$210 M
|
| 4Thought Financial Group Inc. |
2026 Q1
|
4/24/2026 |
99
|
$200 M
|
| Whelan Financial |
2026 Q1
|
4/24/2026 |
88
|
$320 M
|
| Essex LLC |
2026 Q1
|
4/24/2026 |
175
|
$570 M
|
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA |
2026 Q1
|
4/24/2026 |
83
|
$140 M
|
| Financial Life Planners |
2026 Q1
|
4/24/2026 |
367
|
$130 M
|
| Williams Financial, LLC |
2026 Q1
|
4/24/2026 |
25
|
$170 M
|
| VERUS WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/24/2026 |
52
|
$110 M
|
| USS Investment Management Ltd |
2026 Q1
|
4/24/2026 |
512
|
$26 B
|
| Alaska Wealth Advisors, LLC |
2026 Q1
|
4/24/2026 |
85
|
$830 M
|
| Keystone Global Partners, LLC |
2026 Q1
|
4/24/2026 |
54
|
$230 M
|
| Squire Investment Management Company, LLC |
2026 Q1
|
4/24/2026 |
76
|
$360 M
|
| Merited Wealth, LLC |
2026 Q1
|
4/24/2026 |
79
|
$120 M
|
| Palouse Capital Management, Inc. |
2026 Q1
|
4/24/2026 |
135
|
$150 M
|
| Alaska Permanent Capital Management, LLC |
2026 Q1
|
4/24/2026 |
39
|
$1.4 B
|
| Semus Wealth Partners LLC |
2026 Q1
|
4/24/2026 |
111
|
$180 M
|
| Balentine LLC |
2026 Q1
|
4/24/2026 |
219
|
$2.5 B
|
| Rosenthal | Henry Capital Advisors, Inc. |
2026 Q1
|
4/24/2026 |
42
|
$100 M
|
| Fulton Bank, N.A. |
2026 Q1
|
4/24/2026 |
928
|
$2.8 B
|
| DEPRINCE RACE & ZOLLO INC |
2026 Q1
|
4/24/2026 |
184
|
$5.3 B
|
| True Blue Financial, LLC |
2026 Q1
|
4/24/2026 |
52
|
$130 M
|
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO |
2026 Q1
|
4/24/2026 |
6
|
$250 M
|
| TKG Advisors, LLC |
2026 Q1
|
4/24/2026 |
89
|
$240 M
|
| Crown Oak Advisors, LLC |
2026 Q1
|
4/24/2026 |
23
|
$200 M
|
| Argent Advisors, Inc. |
2026 Q1
|
4/24/2026 |
173
|
$370 M
|
| Newton One Investments LLC |
2026 Q1
|
4/24/2026 |
121
|
$370 M
|
| Cane Capital Partners, LLC |
2026 Q1
|
4/24/2026 |
131
|
$230 M
|
| JAMES INVESTMENT RESEARCH, INC. |
2026 Q1
|
4/24/2026 |
359
|
$890 M
|
| SECURED RETIREMENT ADVISORS, LLC |
2026 Q1
|
4/24/2026 |
130
|
$180 M
|
| Vertrix Wealth Management, LLC |
2026 Q1
|
4/24/2026 |
95
|
$270 M
|
| MITCHELL & PAHL PRIVATE WEALTH, LLC |
2026 Q1
|
4/24/2026 |
145
|
$250 M
|
| Sage Investment Counsel LLC |
2026 Q1
|
4/24/2026 |
127
|
$90 M
|
| Royal Harbor Partners, LLC |
2026 Q1
|
4/24/2026 |
51
|
$300 M
|
| Clarity Wealth Advisors, LLC |
2026 Q1
|
4/24/2026 |
108
|
$490 M
|
| SEAMOUNT FINANCIAL GROUP INC |
2026 Q1
|
4/24/2026 |
135
|
$220 M
|
| STEVENS CAPITAL PARTNERS |
2026 Q1
|
4/24/2026 |
166
|
$420 M
|
| HERITAGE INVESTORS MANAGEMENT CORP |
2026 Q1
|
4/24/2026 |
249
|
$3.3 B
|
| Physician Wealth Advisors, Inc. |
2026 Q1
|
4/24/2026 |
2,057
|
$720 M
|
| Canton Hathaway, LLC |
2026 Q1
|
4/24/2026 |
268
|
$500 M
|
| rebel Financial LLC |
2026 Q1
|
4/24/2026 |
65
|
$230 M
|
| Lynch Asset Management, Inc. |
2026 Q1
|
4/24/2026 |
51
|
$300 M
|
| Boston Trust Walden Corp |
2026 Q1
|
4/24/2026 |
613
|
$12 B
|
| Livet Wealth, LLC |
2026 Q1
|
4/24/2026 |
117
|
$160 M
|
| BAYSHORE ASSET MANAGEMENT, LLC |
2026 Q1
|
4/24/2026 |
40
|
$250 M
|
| MAGNOLIA GROUP, LLC |
2026 Q1
|
4/24/2026 |
12
|
$540 M
|
| KEYBANK NATIONAL ASSOCIATION/OH |
2026 Q1
|
4/24/2026 |
1,889
|
$27 B
|
| GPM Growth Investors, Inc. |
2026 Q1
|
4/24/2026 |
42
|
$240 M
|
| Axis Wealth Partners, LLC |
2026 Q1
|
4/24/2026 |
207
|
$190 M
|
| PURSUIT WEALTH STRATEGIES, LLC |
2025 Q4
|
4/24/2026 |
100
|
$71 M
|
| Harrison Street Private Wealth LLC |
2026 Q1
|
4/24/2026 |
21
|
$76 M
|
| Eagle Bay Advisors LLC |
2026 Q1
|
4/24/2026 |
127
|
$110 M
|
| Investment Management Trust, LLC |
2026 Q1
|
4/24/2026 |
81
|
$100 M
|
| Family Capital Trust Co |
2026 Q1
|
4/24/2026 |
87
|
$310 M
|
| Franklin, Parlapiano, Turner & Welch, LLC |
2026 Q1
|
4/24/2026 |
55
|
$420 M
|
| Black Swift Group, LLC |
2026 Q1
|
4/24/2026 |
117
|
$570 M
|