| Mayflower Financial Advisors, LLC |
2026 Q1
|
4/23/2026 |
444
|
$820 M
|
| AMI ASSET MANAGEMENT CORP |
2026 Q1
|
4/23/2026 |
96
|
$1.6 B
|
| Powell Investment Advisors, LLC |
2026 Q1
|
4/23/2026 |
174
|
$290 M
|
| 626 Financial, LLC |
2026 Q1
|
4/23/2026 |
121
|
$220 M
|
| Graver Capital Management, LLC |
2026 Q1
|
4/23/2026 |
25
|
$130 M
|
| Pine Brook Road Advisors, L.P. |
2026 Q1
|
4/23/2026 |
1
|
$140 M
|
| CONSCIOUS WEALTH INVESTMENTS, LLC |
2026 Q1
|
4/23/2026 |
58
|
$180 M
|
| MEMBERS WEALTH LLC |
2026 Q1
|
4/23/2026 |
113
|
$170 M
|
| BALANCED WEALTH GROUP LLC |
2026 Q1
|
4/23/2026 |
73
|
$280 M
|
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC |
2026 Q1
|
4/23/2026 |
175
|
$1.1 B
|
| SevenBridge Financial Group, LLC |
2026 Q1
|
4/23/2026 |
202
|
$640 M
|
| Ironwood Wealth Management, LLC. |
2026 Q1
|
4/23/2026 |
47
|
$350 M
|
| OakTrust Wealth Advisors, LLC |
2026 Q1
|
4/23/2026 |
68
|
$110 M
|
| MASTER'S WEALTH MANAGEMENT INC. |
2026 Q1
|
4/23/2026 |
82
|
$300 M
|
| Inman Jager Wealth Management, LLC |
2026 Q1
|
4/23/2026 |
84
|
$170 M
|
| Cross Staff Investments Inc |
2026 Q1
|
4/23/2026 |
128
|
$200 M
|
| Caliber Wealth Management, LLC / KS |
2026 Q1
|
4/23/2026 |
270
|
$910 M
|
| Asset Planning,Inc |
2026 Q1
|
4/23/2026 |
301
|
$140 M
|
| GraniteShares Advisors LLC |
2026 Q1
|
4/23/2026 |
90
|
$140 M
|
| Salus Financial Advisors, LLC |
2026 Q1
|
4/23/2026 |
34
|
$170 M
|
| Financial & Tax Architects, LLC |
2026 Q1
|
4/23/2026 |
108
|
$450 M
|
| Summit Investment Advisory Services, LLC |
2026 Q1
|
4/23/2026 |
81
|
$270 M
|
| MANCHESTER FINANCIAL INC |
2026 Q1
|
4/23/2026 |
140
|
$520 M
|
| Traub Capital Management LLC |
2026 Q1
|
4/23/2026 |
130
|
$100 M
|
| Daviman Financial, LLC |
2026 Q1
|
4/23/2026 |
85
|
$170 M
|
| Premier Path Wealth Partners, LLC |
2026 Q1
|
4/23/2026 |
398
|
$770 M
|
| Granite Harbor Advisors, Inc. |
2026 Q1
|
4/23/2026 |
129
|
$230 M
|
| Foundry Financial Group, Inc. |
2026 Q1
|
4/23/2026 |
70
|
$200 M
|
| St. Clair Advisors, LLC |
2026 Q1
|
4/23/2026 |
82
|
$380 M
|
| SHIKIAR ASSET MANAGEMENT INC |
2026 Q1
|
4/23/2026 |
104
|
$350 M
|
| Fairman Group, LLC |
2026 Q1
|
4/23/2026 |
327
|
$120 M
|
| Sarver Vrooman Wealth Advisors |
2025 Q4 - RESTATEMENT
|
4/23/2026 |
137
|
$160 M
|
| Summer Road LLC |
2026 Q1
|
4/23/2026 |
24
|
$140 M
|
| Ferguson Shapiro LLC |
2026 Q1
|
4/23/2026 |
87
|
$330 M
|
| PERKINS CAPITAL MANAGEMENT INC |
2026 Q1
|
4/23/2026 |
86
|
$110 M
|
| SMART Wealth LLC |
2026 Q1
|
4/23/2026 |
207
|
$340 M
|
| Lighthouse Wealth Management Inc. |
2026 Q1
|
4/23/2026 |
43
|
$150 M
|
| Strategic Point Investment Advisors, LLC |
2026 Q1
|
4/23/2026 |
35
|
$690 M
|
| Kohmann Bosshard Financial Services, LLC |
2026 Q1
|
4/23/2026 |
17,635
|
$1.2 B
|
| KOM Wealth Management Group, LLC |
2026 Q1
|
4/23/2026 |
89
|
$150 M
|
| Brown Miller Wealth Management, LLC |
2026 Q1
|
4/23/2026 |
270
|
$350 M
|
| Intrua Financial, LLC |
2026 Q1
|
4/23/2026 |
459
|
$970 M
|
| Sippican Capital Advisors |
2026 Q1
|
4/23/2026 |
107
|
$150 M
|
| EWA, LLC |
2026 Q1
|
4/23/2026 |
281
|
$440 M
|
| Comprehensive Money Management Services LLC |
2026 Q1
|
4/23/2026 |
193
|
$150 M
|
| FOUNDERS CAPITAL MANAGEMENT, LLC |
2026 Q1
|
4/23/2026 |
74
|
$610 M
|
| Grand Central Investment Group |
2026 Q1
|
4/23/2026 |
44
|
$140 M
|
| Kampmann Melissa S. |
2026 Q1
|
4/23/2026 |
82
|
$120 M
|
| Fairway Wealth LLC |
2026 Q1
|
4/23/2026 |
192
|
$380 M
|
| Simmons Bank |
2026 Q1
|
4/23/2026 |
791
|
$1.5 B
|
| HILLMAN CO |
2026 Q1
|
4/23/2026 |
14
|
$260 M
|
| MAD RIVER INVESTORS |
2026 Q1
|
4/23/2026 |
32
|
$280 M
|
| Drucker Wealth 3.0, LLC |
2026 Q1
|
4/23/2026 |
522
|
$570 M
|
| NORTHSTAR ASSET MANAGEMENT Co |
2026 Q1
|
4/23/2026 |
187
|
$450 M
|
| WMG Financial Advisors, LLC |
2026 Q1
|
4/23/2026 |
177
|
$240 M
|
| Inspire Investing, LLC |
2026 Q1
|
4/23/2026 |
1,107
|
$1.2 B
|
| McMillan Office, Inc. |
2026 Q1
|
4/23/2026 |
500
|
$780 M
|
| Marmo Financial Group, LLC |
2026 Q1
|
4/23/2026 |
38
|
$200 M
|
| Sellwood Investment Partners LLC |
2026 Q1
|
4/23/2026 |
59
|
$250 M
|
| Private Wealth Management Group, LLC |
2026 Q1
|
4/23/2026 |
1,442
|
$380 M
|
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. |
2026 Q1
|
4/23/2026 |
93
|
$180 M
|
| ASK CAPITAL MANAGEMENT, LLC |
2026 Q1
|
4/23/2026 |
4
|
$570 M
|
| Midwest Financial Partners Investments, Inc. |
2026 Q1
|
4/23/2026 |
76
|
$190 M
|
| Pathway Financial Advisers, LLC |
2026 Q1
|
4/23/2026 |
164
|
$350 M
|
| SPINNAKER TRUST |
2026 Q1
|
4/23/2026 |
327
|
$1.8 B
|
| SJS Investment Consulting Inc. |
2026 Q1
|
4/23/2026 |
2,895
|
$820 M
|
| Capital Investment Counsel, LLC |
2026 Q1
|
4/23/2026 |
147
|
$730 M
|
| FLAGSTAR ADVISORS INC |
2026 Q1
|
4/23/2026 |
174
|
$280 M
|
| Moss Adams Wealth Advisors LLC |
2026 Q1
|
4/23/2026 |
462
|
$1.4 B
|
| Forum Financial Management, LP |
2026 Q1
|
4/23/2026 |
398
|
$7.1 B
|
| Prism Advisors, Inc. |
2026 Q1
|
4/23/2026 |
75
|
$370 M
|
| HARBOUR INVESTMENT MANAGEMENT LLC |
2026 Q1
|
4/23/2026 |
101
|
$180 M
|
| Johnson Wealth Management, LLC |
2026 Q1
|
4/23/2026 |
82
|
$210 M
|
| Eagle Wealth Advisors LLC |
2026 Q1
|
4/23/2026 |
98
|
$110 M
|
| Wheelhouse Advisory Group LLC |
2026 Q1
|
4/23/2026 |
51
|
$300 M
|
| Sawyer & Company, Inc |
2026 Q1
|
4/23/2026 |
197
|
$260 M
|
| Impact Partnership Wealth, LLC |
2026 Q1
|
4/23/2026 |
365
|
$810 M
|
| Ellenbecker Investment Group |
2026 Q1
|
4/23/2026 |
134
|
$740 M
|
| Exeter Financial, LLC |
2026 Q1
|
4/23/2026 |
98
|
$240 M
|
| Kagan Cocozza Asset Management |
2026 Q1
|
4/23/2026 |
69
|
$140 M
|
| HARBOR INVESTMENT ADVISORY, LLC |
2026 Q1
|
4/23/2026 |
1,233
|
$1.3 B
|
| MQS Management LLC |
2026 Q1
|
4/23/2026 |
366
|
$150 M
|
| Equita Financial Network, Inc. |
2026 Q1
|
4/23/2026 |
87
|
$320 M
|
| PEREGRINE CAPITAL MANAGEMENT LLC |
2026 Q1
|
4/23/2026 |
290
|
$2.7 B
|
| Element Squared LLC |
2026 Q1
|
4/23/2026 |
42
|
$180 M
|
| WENDELL DAVID ASSOCIATES INC |
2026 Q1
|
4/23/2026 |
151
|
$920 M
|
| COLUMBIA ADVISORY PARTNERS LLC |
2026 Q1
|
4/23/2026 |
92
|
$160 M
|
| Game Plan Financial Advisors, LLC |
2026 Q1
|
4/23/2026 |
348
|
$220 M
|
| COURIER CAPITAL LLC |
2026 Q1 - RESTATEMENT
|
4/23/2026 |
385
|
$1.8 B
|
| Laurel Wealth Planning LLC |
2026 Q1
|
4/23/2026 |
59
|
$190 M
|
| Global Trust Asset Management, LLC |
2026 Q1
|
4/23/2026 |
483
|
$260 M
|
| iA Global Asset Management Inc. |
2026 Q1
|
4/23/2026 |
396
|
$7.1 B
|
| First Pacific Financial |
2026 Q1
|
4/23/2026 |
663
|
$780 M
|
| Industrial Alliance Investment Management Inc. |
2026 Q1
|
4/23/2026 |
8
|
$170 M
|
| Unify Financial Advisors |
2026 Q1
|
4/23/2026 |
89
|
$96 M
|
| Scissortail Wealth Management, LLC |
2026 Q1
|
4/23/2026 |
115
|
$500 M
|
| TFC Financial Management, Inc. |
2026 Q1
|
4/23/2026 |
998
|
$810 M
|
| J.W. COLE ADVISORS, INC. |
2026 Q1
|
4/23/2026 |
785
|
$3.0 B
|
| Farmers & Merchants Trust Co of Chambersburg PA |
2026 Q1
|
4/23/2026 |
333
|
$360 M
|
| Sinvest Investments II Ltd. |
2026 Q1
|
4/23/2026 |
1
|
$290 M
|