| Patriot Financial Group Insurance Agency, LLC |
2026 Q1
|
4/22/2026 |
701
|
$1.8 B
|
| Madison Park Capital Advisors, LLC |
2026 Q1
|
4/22/2026 |
62
|
$130 M
|
| LAM GROUP, INC. |
2026 Q1
|
4/22/2026 |
136
|
$180 M
|
| CHEMUNG CANAL TRUST CO |
2026 Q1
|
4/22/2026 |
203
|
$490 M
|
| Vinland Capital Management Gestora de Recursos LTDA. |
2026 Q1
|
4/22/2026 |
47
|
$50 M
|
| Financial Futures Ltd Liability Co. |
2026 Q1
|
4/22/2026 |
72
|
$230 M
|
| MeadowBrook Investment Advisors LLC |
2026 Q1
|
4/22/2026 |
186
|
$110 M
|
| Gunderson Capital Management LLC |
2026 Q1
|
4/22/2026 |
46
|
$240 M
|
| StoryOne LLC |
2026 Q1
|
4/22/2026 |
73
|
$180 M
|
| RED TREE MANAGEMENT, LLC |
2026 Q1
|
4/22/2026 |
3
|
$110 M
|
| TVL MANAGEMENT CORP |
2026 Q1
|
4/22/2026 |
1
|
$0
|
| RPM Capital Partners, LLC |
2026 Q1
|
4/22/2026 |
1
|
$3.3 M
|
| Seneca Financial Advisors LLC |
2026 Q1
|
4/22/2026 |
64
|
$340 M
|
| Millburn Ridgefield LLC /DE/ |
2026 Q1
|
4/22/2026 |
39
|
$4.6 B
|
| MATRIX ASSET ADVISORS INC/NY |
2026 Q1
|
4/22/2026 |
105
|
$1.1 B
|
| PATTON FUND MANAGEMENT, INC. |
2026 Q1
|
4/22/2026 |
488
|
$590 M
|
| DDFG, Inc |
2026 Q1
|
4/22/2026 |
86
|
$460 M
|
| Independence Asset Advisors, LLC |
2026 Q1
|
4/22/2026 |
24
|
$280 M
|
| Red Door Wealth Management, LLC |
2026 Q1
|
4/22/2026 |
307
|
$960 M
|
| ABSOLUTE INVESTMENT ADVISERS, LLC |
2026 Q1
|
4/22/2026 |
122
|
$850 M
|
| Hurlow Wealth Management Group, Inc. |
2026 Q1
|
4/22/2026 |
120
|
$420 M
|
| Bay Capital Advisors, LLC |
2026 Q1
|
4/22/2026 |
107
|
$160 M
|
| Ifrah Financial Services, Inc. |
2026 Q1
|
4/22/2026 |
200
|
$380 M
|
| LifeSteps Financial, Inc. |
2026 Q1
|
4/22/2026 |
97
|
$160 M
|
| Hartmann Taylor Wealth Management, LLC |
2026 Q1
|
4/22/2026 |
54
|
$150 M
|
| Princeton Global Asset Management LLC |
2026 Q1
|
4/22/2026 |
829
|
$610 M
|
| Wallington Asset Management, LLC |
2026 Q1
|
4/22/2026 |
62
|
$750 M
|
| TPG Advisors LLC |
2026 Q1
|
4/22/2026 |
110
|
$160 M
|
| Gray Foundation |
2026 Q1
|
4/22/2026 |
11
|
$400 M
|
| Aspire Private Capital, LLC |
2026 Q1
|
4/22/2026 |
292
|
$440 M
|
| Avalon Advisory Group |
2026 Q1
|
4/22/2026 |
12
|
$250 M
|
| Constellation Investments, Inc. |
2026 Q1
|
4/22/2026 |
19
|
$3.0 B
|
| Riverbend Wealth Management, LLC |
2026 Q1
|
4/22/2026 |
152
|
$170 M
|
| Canoe Financial LP |
2026 Q1
|
4/22/2026 |
119
|
$7.3 B
|
| Formidable Asset Management, LLC |
2026 Q1
|
4/22/2026 |
381
|
$650 M
|
| Yelin Lapidot Holdings Management Ltd. |
2026 Q1
|
4/22/2026 |
95
|
$480 M
|
| Penney Financial, LLC |
2026 Q1
|
4/22/2026 |
48
|
$260 M
|
| Orange Investment Advisors, Inc. |
2026 Q1 - RESTATEMENT
|
4/22/2026 |
145
|
$770 M
|
| WETZEL INVESTMENT ADVISORS, INC. |
2026 Q1
|
4/22/2026 |
142
|
$250 M
|
| First Financial Group Corp |
2026 Q1
|
4/22/2026 |
80
|
$120 M
|
| AUA CAPITAL MANAGEMENT, LLC |
2026 Q1
|
4/22/2026 |
80
|
$200 M
|
| ADAMS NATURAL RESOURCES FUND, INC. |
2026 Q1
|
4/22/2026 |
54
|
$860 M
|
| AGH Wealth Advisors, LLC |
2026 Q1
|
4/22/2026 |
185
|
$140 M
|
| ADAMS DIVERSIFIED EQUITY FUND, INC. |
2026 Q1
|
4/22/2026 |
99
|
$2.8 B
|
| Wernau Asset Management Inc. |
2026 Q1
|
4/22/2026 |
50
|
$140 M
|
| BKM Wealth Management, LLC |
2026 Q1
|
4/22/2026 |
148
|
$270 M
|
| 1492 Capital Management LLC |
2026 Q1
|
4/22/2026 |
130
|
$260 M
|
| Nicholas Wealth, LLC. |
2026 Q1
|
4/22/2026 |
111
|
$140 M
|
| Cornerstone Wealth Group, LLC |
2026 Q1
|
4/22/2026 |
452
|
$1.6 B
|
| Goodman Advisory Group, LLC |
2026 Q1
|
4/22/2026 |
184
|
$390 M
|
| Onyx Bridge Wealth Group LLC |
2026 Q1
|
4/22/2026 |
468
|
$930 M
|
| LOUISBOURG INVESTMENTS INC. |
2026 Q1
|
4/22/2026 |
216
|
$530 M
|
| apricus wealth, LLC |
2026 Q1
|
4/22/2026 |
120
|
$210 M
|
| MRA Advisory Group |
2026 Q1
|
4/22/2026 |
142
|
$250 M
|
| J. L. Bainbridge & Co., Inc. |
2026 Q1
|
4/22/2026 |
108
|
$1.1 B
|
| CrossGen Wealth, LLC |
2026 Q1
|
4/22/2026 |
200
|
$110 M
|
| Nicholson Meyer Capital Management, Inc. |
2026 Q1
|
4/22/2026 |
43
|
$130 M
|
| Advocate Investing Services LLC |
2026 Q1
|
4/22/2026 |
448
|
$120 M
|
| Boomfish Wealth Group, LLC |
2026 Q1
|
4/22/2026 |
87
|
$190 M
|
| Caldwell Trust Co |
2026 Q1
|
4/22/2026 |
858
|
$1.1 B
|
| Midwest Financial Group LLC |
2026 Q1
|
4/22/2026 |
126
|
$230 M
|
| Horizon Advisory Services, Inc. |
2026 Q1
|
4/22/2026 |
49
|
$200 M
|
| Vannoy Advisory Group, Inc. |
2026 Q1
|
4/22/2026 |
28
|
$160 M
|
| Skylands Capital, LLC |
2026 Q1
|
4/22/2026 |
155
|
$760 M
|
| Janney Montgomery Scott LLC |
2026 Q1
|
4/22/2026 |
2,740
|
$40 B
|
| HORIZON BANCORP INC /IN/ |
2026 Q1
|
4/22/2026 |
206
|
$210 M
|
| Sylvest Advisors, LLC |
2026 Q1
|
4/22/2026 |
70
|
$190 M
|
| DIAMANT ASSET MANAGEMENT, INC. |
2026 Q1
|
4/22/2026 |
76
|
$140 M
|
| Ampfield Management, L.P. |
2026 Q1
|
4/22/2026 |
5
|
$81 M
|
| Wilkins Miller Wealth Management, LLC |
2026 Q1
|
4/22/2026 |
89
|
$170 M
|
| Kenora Financial, LLC |
2026 Q1
|
4/22/2026 |
132
|
$290 M
|
| Tepp RIA, LLC |
2026 Q1
|
4/22/2026 |
41
|
$130 M
|
| Apollon Financial, LLC |
2026 Q1
|
4/22/2026 |
260
|
$720 M
|
| Wiser Advisor Group LLC |
2026 Q1
|
4/22/2026 |
224
|
$83 M
|
| Apollon Wealth Management, LLC |
2026 Q1
|
4/22/2026 |
1,404
|
$6.2 B
|
| Pasadena Private Wealth, LLC |
2026 Q1
|
4/22/2026 |
309
|
$720 M
|
| Clarity Wealth Development LLC |
2026 Q1
|
4/22/2026 |
44
|
$120 M
|
| VICUS CAPITAL |
2026 Q1
|
4/22/2026 |
250
|
$1.4 B
|
| Ariston Services Group |
2026 Q1
|
4/22/2026 |
71
|
$170 M
|
| Coston, McIsaac & Partners |
2026 Q1
|
4/22/2026 |
941
|
$440 M
|
| TRED AVON FAMILY WEALTH, LLC |
2026 Q1
|
4/22/2026 |
262
|
$300 M
|
| Networth Advisors, LLC |
2026 Q1
|
4/22/2026 |
381
|
$140 M
|
| Detalus Advisors, LLC |
2026 Q1
|
4/22/2026 |
186
|
$440 M
|
| McLean Asset Management Corp |
2026 Q1
|
4/22/2026 |
165
|
$570 M
|
| GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ |
2026 Q1
|
4/22/2026 |
94
|
$51 M
|
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC |
2026 Q1
|
4/22/2026 |
82
|
$160 M
|
| Pinnacle Bancorp, Inc. |
2026 Q1
|
4/22/2026 |
885
|
$340 M
|
| PEAK FINANCIAL ADVISORS LLC |
2026 Q1
|
4/22/2026 |
70
|
$230 M
|
| Portus Wealth Advisors, LLC |
2026 Q1
|
4/22/2026 |
568
|
$110 M
|
| Atwater Malick LLC |
2026 Q1
|
4/22/2026 |
100
|
$370 M
|
| tru Independence LLC |
2026 Q1
|
4/22/2026 |
102
|
$200 M
|
| Shum Financial Group, Inc. |
2026 Q1
|
4/22/2026 |
93
|
$140 M
|
| SYKON CAPITAL LLC |
2026 Q1
|
4/22/2026 |
88
|
$300 M
|
| HMS Capital Management, LLC |
2026 Q1
|
4/22/2026 |
115
|
$260 M
|
| Smallwood Wealth Investment Management, LLC |
2026 Q1
|
4/22/2026 |
527
|
$190 M
|
| SPIREPOINT PRIVATE CLIENT, LLC |
2026 Q1
|
4/22/2026 |
322
|
$1.1 B
|
| QP WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/22/2026 |
65
|
$58 M
|
| Accretive Wealth Partners, LLC |
2026 Q1
|
4/22/2026 |
180
|
$360 M
|
| Continuum Advisory, LLC |
2026 Q1
|
4/22/2026 |
453
|
$1.0 B
|
| Asset Allocation Strategies LLC |
2026 Q1
|
4/22/2026 |
167
|
$560 M
|