| SEVEN MILE ADVISORY |
2026 Q1
|
4/14/2026 |
182
|
$140 M
|
| UDINE WEALTH MANAGEMENT, INC. |
2026 Q1
|
4/14/2026 |
35
|
$200 M
|
| Hudson Value Partners, LLC |
2026 Q1
|
4/14/2026 |
101
|
$340 M
|
| Well Done, LLC |
2026 Q1
|
4/14/2026 |
197
|
$680 M
|
| Wealthcare Advisory Partners LLC |
2026 Q1
|
4/14/2026 |
1,073
|
$5.1 B
|
| SHRIER WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/14/2026 |
131
|
$270 M
|
| Portfolio Resources Advisor Group, Inc. |
2026 Q1
|
4/14/2026 |
148
|
$100 M
|
| Austin Wealth Management, LLC |
2026 Q1
|
4/14/2026 |
118
|
$440 M
|
| BEACON INVESTMENT ADVISORY SERVICES, INC. |
2026 Q1
|
4/14/2026 |
787
|
$2.4 B
|
| West Branch Capital LLC |
2026 Q1
|
4/14/2026 |
378
|
$370 M
|
| Covenant Asset Management, LLC |
2026 Q1
|
4/14/2026 |
165
|
$660 M
|
| Centerline Wealth Advisors, LLC |
2026 Q1
|
4/14/2026 |
73
|
$280 M
|
| Westend Capital Management, LLC |
2026 Q1
|
4/14/2026 |
254
|
$330 M
|
| Spectrum Investment Advisors, Inc. |
2026 Q1
|
4/14/2026 |
46
|
$200 M
|
| Murphy Pohlad Asset Management LLC |
2026 Q1
|
4/14/2026 |
134
|
$280 M
|
| PRECEDENT WEALTH PARTNERS, LLC |
2026 Q1
|
4/14/2026 |
166
|
$500 M
|
| New Capital Management LP |
2026 Q1
|
4/14/2026 |
59
|
$410 M
|
| Kozak & Associates, Inc. |
2026 Q1
|
4/14/2026 |
452
|
$510 M
|
| Wealth Group, Ltd. |
2026 Q1
|
4/14/2026 |
88
|
$110 M
|
| M. Kraus & Co |
2026 Q1
|
4/14/2026 |
81
|
$340 M
|
| Congress Park Capital LLC |
2026 Q1
|
4/14/2026 |
131
|
$330 M
|
| Joule Financial, LLC |
2026 Q1
|
4/14/2026 |
114
|
$340 M
|
| Davidson Capital Management Inc. |
2026 Q1
|
4/14/2026 |
93
|
$550 M
|
| BALDWIN WEALTH PARTNERS LLC/MA |
2026 Q1
|
4/14/2026 |
271
|
$1.4 B
|
| HMV Wealth Advisors, LLC |
2026 Q1
|
4/14/2026 |
81
|
$210 M
|
| BSW Wealth Partners |
2026 Q1
|
4/14/2026 |
312
|
$820 M
|
| USA FINANCIAL FORMULAS |
2026 Q1
|
4/14/2026 |
437
|
$530 M
|
| Twelve Points Wealth Management LLC |
2026 Q1
|
4/14/2026 |
200
|
$450 M
|
| Prospera Financial Services Inc |
2026 Q1
|
4/14/2026 |
1,417
|
$6.2 B
|
| Opal Wealth Advisors, LLC |
2026 Q1
|
4/14/2026 |
606
|
$440 M
|
| Snow Phipps Group, LLC |
2026 Q1
|
4/14/2026 |
2
|
$320 M
|
| HOWLAND CAPITAL MANAGEMENT LLC |
2026 Q1
|
4/14/2026 |
262
|
$2.5 B
|
| Meadowbrook Wealth Management, LLC |
2026 Q1
|
4/14/2026 |
65
|
$75 M
|
| STERLING INVESTMENT ADVISORS LLC /ADV |
2026 Q1
|
4/14/2026 |
40
|
$210 M
|
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. |
2026 Q1
|
4/14/2026 |
18,176
|
$240 M
|
| CONGRESS ASSET MANAGEMENT CO |
2026 Q1
|
4/14/2026 |
417
|
$14 B
|
| SEARCY FINANCIAL SERVICES INC /ADV |
2026 Q1
|
4/14/2026 |
27
|
$270 M
|
| SNS Financial Group, LLC |
2026 Q1
|
4/14/2026 |
344
|
$1.2 B
|
| Sanchez Gaunt Capital Management, LLC |
2026 Q1
|
4/14/2026 |
184
|
$160 M
|
| Flower City Capital |
2026 Q1
|
4/14/2026 |
46
|
$200 M
|
| Hamlin Capital Management, LLC |
2026 Q1
|
4/14/2026 |
30
|
$4.1 B
|
| Westwind Capital |
2026 Q1
|
4/14/2026 |
77
|
$420 M
|
| VESTIA PERSONAL WEALTH ADVISORS |
2026 Q1
|
4/14/2026 |
99
|
$210 M
|
| Moisand Fitzgerald Tamayo, LLC |
2026 Q1
|
4/14/2026 |
518
|
$930 M
|
| JEPPSON WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/14/2026 |
235
|
$320 M
|
| Madrona Financial Services, LLC |
2026 Q1
|
4/14/2026 |
123
|
$460 M
|
| Cornerstone National Bank & Trust Co |
2026 Q1
|
4/14/2026 |
269
|
$270 M
|
| Quantum Financial Planning Services, Inc. |
2026 Q1
|
4/14/2026 |
53
|
$280 M
|
| Bay Harbor Wealth Management, LLC |
2026 Q1
|
4/14/2026 |
1,301
|
$390 M
|
| INVENIO WEALTH PARTNERS LLC |
2026 Q1
|
4/14/2026 |
89
|
$250 M
|
| ELEVATION WEALTH PARTNERS, LLC |
2026 Q1
|
4/14/2026 |
1,076
|
$280 M
|
| LifePlan Financial, LLC |
2026 Q1
|
4/14/2026 |
83
|
$140 M
|
| Peak Wealth Management LLC |
2026 Q1
|
4/14/2026 |
54
|
$120 M
|
| RD Lewis Holdings, Inc. |
2026 Q1
|
4/14/2026 |
86
|
$120 M
|
| ACT WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/14/2026 |
62
|
$300 M
|
| American State Bank (Iowa) |
2026 Q1
|
4/14/2026 |
136
|
$210 M
|
| American State Bank (Iowa) |
2025 Q4
|
4/14/2026 |
136
|
$210 M
|
| American State Bank (Iowa) |
2025 Q3
|
4/14/2026 |
132
|
$200 M
|
| American State Bank (Iowa) |
2025 Q2
|
4/14/2026 |
127
|
$180 M
|
| American State Bank (Iowa) |
2025 Q1
|
4/14/2026 |
125
|
$170 M
|
| American State Bank (Iowa) |
2024 Q4
|
4/14/2026 |
123
|
$170 M
|
| American State Bank (Iowa) |
2024 Q3
|
4/14/2026 |
128
|
$160 M
|
| Nova Wealth Management, Inc. |
2026 Q1 - NEW HOLDINGS
|
4/14/2026 |
545
|
$150 M
|
| American State Bank (Iowa) |
2024 Q2
|
4/14/2026 |
122
|
$160 M
|
| R.H. Investment Group, LLC |
2026 Q1
|
4/14/2026 |
45
|
$130 M
|
| American State Bank (Iowa) |
2024 Q1
|
4/14/2026 |
122
|
$150 M
|
| NBC SECURITIES, INC. |
2026 Q1
|
4/14/2026 |
2,548
|
$1.3 B
|
| XY Planning Network, Inc. |
2026 Q1
|
4/14/2026 |
273
|
$630 M
|
| American State Bank (Iowa) |
2023 Q4
|
4/14/2026 |
336
|
$160 M
|
| Plancorp, LLC |
2026 Q1
|
4/14/2026 |
378
|
$3.5 B
|
| American State Bank (Iowa) |
2023 Q3
|
4/14/2026 |
328
|
$140 M
|
| American State Bank (Iowa) |
2023 Q2
|
4/14/2026 |
329
|
$140 M
|
| LifeGoal Investments, LLC |
2026 Q1
|
4/14/2026 |
112
|
$170 M
|
| American State Bank (Iowa) |
2023 Q1
|
4/14/2026 |
330
|
$140 M
|
| Arnold Financial Planning LLC |
2026 Q1
|
4/14/2026 |
26
|
$110 M
|
| American State Bank (Iowa) |
2022 Q4
|
4/14/2026 |
321
|
$130 M
|
| Highlander Partners, L.P. |
2026 Q1
|
4/14/2026 |
47
|
$260 M
|
| American State Bank (Iowa) |
2022 Q3
|
4/14/2026 |
317
|
$120 M
|
| Gibson Wealth Advisors LLC |
2026 Q1
|
4/14/2026 |
37
|
$150 M
|
| NIPPON LIFE INSURANCE CO |
2026 Q1
|
4/14/2026 |
5
|
$5.1 B
|
| Xena Financial Planning, LLC |
2026 Q1
|
4/14/2026 |
33
|
$89 M
|
| Twin Cities Retirement Group LLC |
2026 Q1
|
4/14/2026 |
24
|
$110 M
|
| American State Bank (Iowa) |
2022 Q2
|
4/14/2026 |
305
|
$130 M
|
| Cohen Capital Management, Inc. |
2026 Q1
|
4/14/2026 |
154
|
$640 M
|
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. |
2026 Q1
|
4/14/2026 |
96
|
$180 M
|
| William Mack & Associates, Inc. |
2026 Q1
|
4/14/2026 |
73
|
$170 M
|
| American State Bank (Iowa) |
2022 Q1
|
4/14/2026 |
299
|
$140 M
|
| FAMILY WEALTH PARTNERS, LLC |
2026 Q1
|
4/14/2026 |
105
|
$290 M
|
| American State Bank (Iowa) |
2021 Q4
|
4/14/2026 |
294
|
$140 M
|
| Focus Financial Network, Inc. |
2026 Q1
|
4/14/2026 |
729
|
$2.8 B
|
| ARVEST INVESTMENTS, INC. |
2026 Q1
|
4/14/2026 |
199
|
$730 M
|
| American State Bank (Iowa) |
2021 Q3
|
4/14/2026 |
294
|
$130 M
|
| VALICENTI ADVISORY SERVICES INC |
2026 Q1
|
4/14/2026 |
84
|
$460 M
|
| ROFFMAN MILLER ASSOCIATES INC /PA/ |
2026 Q1
|
4/14/2026 |
86
|
$1.7 B
|
| American State Bank (Iowa) |
2021 Q2
|
4/14/2026 |
292
|
$130 M
|
| American State Bank (Iowa) |
2021 Q1
|
4/14/2026 |
287
|
$120 M
|
| American State Bank (Iowa) |
2020 Q4
|
4/14/2026 |
274
|
$110 M
|
| OV Management LLC |
2026 Q1
|
4/14/2026 |
53
|
$49 M
|
| GoalFusion Wealth Management, LLC |
2026 Q1
|
4/14/2026 |
30
|
$220 M
|
| Grant Private Wealth Management Inc |
2026 Q1
|
4/14/2026 |
154
|
$190 M
|