| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors |
2026 Q3
|
10/14/2026 |
417
|
$2.0 B
|
| Harrington Investments, INC |
2026 Q3
|
10/14/2026 |
80
|
$210 M
|
| Pachira Investments Inc. |
2026 Q3
|
10/14/2026 |
82
|
$310 M
|
| Meredith Wealth Planning |
2026 Q3
|
10/14/2026 |
80
|
$400 M
|
| Meridian Financial Advisors, LLC |
2026 Q3
|
10/14/2026 |
154
|
$210 M
|
| Heirloom Wealth Management |
2026 Q3
|
10/14/2026 |
64
|
$770 M
|
| THOMPSON INVESTMENT MANAGEMENT, INC. |
2026 Q3
|
10/14/2026 |
504
|
$870 M
|
| Schorn Wealth LLC |
2026 Q3
|
10/14/2026 |
79
|
$390 M
|
| Lord & Richards Wealth Management, LLC |
2026 Q3
|
10/14/2026 |
350
|
$130 M
|
| Cherry Creek Investment Advisors, Inc. |
2026 Q3
|
10/14/2026 |
127
|
$260 M
|
| Main Line Retirement Advisors, LLC |
2026 Q3
|
10/14/2026 |
48
|
$230 M
|
| Clarity Asset Management, Inc. |
2026 Q3
|
10/14/2026 |
66
|
$200 M
|
| Schear Investment Advisers, LLC |
2026 Q3
|
10/14/2026 |
245
|
$820 M
|
| Western Reserve Capital Management, LLC |
2026 Q3
|
10/14/2026 |
54
|
$140 M
|
| Tepp RIA, LLC |
2026 Q3
|
10/14/2026 |
51
|
$150 M
|
| ORRSTOWN FINANCIAL SERVICES INC |
2026 Q3
|
10/14/2026 |
125
|
$670 M
|
| BDFS Capital LLC |
2026 Q3
|
10/14/2026 |
117
|
$200 M
|
| Quantum Financial Planning Services, Inc. |
2026 Q3
|
10/14/2026 |
54
|
$370 M
|
| ENTREWEALTH, LLC |
2026 Q3
|
10/14/2026 |
151
|
$280 M
|
| Tempo Wealth, LLC |
2026 Q3
|
10/14/2026 |
245
|
$820 M
|
| R.H. Dinel Investment Counsel, Inc. |
2026 Q3
|
10/14/2026 |
39
|
$140 M
|
| IFS Advisors, LLC |
2026 Q3
|
10/14/2026 |
463
|
$330 M
|
| Hilltop National Bank |
2026 Q3
|
10/14/2026 |
1,053
|
$460 M
|
| TME FINANCIAL, INC. |
2026 Q3
|
10/14/2026 |
70
|
$160 M
|
| Granite Group Advisors, LLC |
2026 Q3
|
10/14/2026 |
78
|
$160 M
|
| Beau Ventures, LLc |
2025 Q4
|
10/14/2026 |
22
|
$800 M
|
| DAVENPORT & Co LLC |
2026 Q3
|
10/14/2026 |
1,389
|
$20 B
|
| FinArc Investments, Inc. |
2026 Q3
|
10/14/2026 |
58
|
$110 M
|
| Nvest Wealth Strategies, Inc. |
2026 Q3
|
10/14/2026 |
548
|
$140 M
|
| Redhawk Wealth Advisors, Inc. |
2026 Q3
|
10/14/2026 |
408
|
$990 M
|
| Meritas Wealth Management, LLC |
2026 Q3
|
10/14/2026 |
73
|
$280 M
|
| Diesslin Group, Inc. |
2026 Q3
|
10/14/2026 |
56
|
$260 M
|
| Vavra Capital Management, LLC |
2026 Q3
|
10/14/2026 |
24
|
$110 M
|
| HighRoad Wealth Advisors, LLC |
2026 Q3
|
10/14/2026 |
39
|
$120 M
|
| Waycross Investment Management Co |
2026 Q3
|
10/14/2026 |
58
|
$120 M
|
| WestHill Financial Advisors, Inc. |
2026 Q3
|
10/14/2026 |
92
|
$600 M
|
| Wealth Forward, LLC |
2026 Q3
|
10/14/2026 |
50
|
$220 M
|
| Shaker Financial Services, LLC |
2026 Q3
|
10/14/2026 |
144
|
$300 M
|
| Koa Wealth Management, LLC |
2026 Q3
|
10/14/2026 |
55
|
$150 M
|
| MinichMacGregor Wealth Management, LLC |
2026 Q3
|
10/14/2026 |
159
|
$620 M
|
| Guardian Wealth Management, LLC |
2026 Q3
|
10/14/2026 |
30
|
$350 M
|
| Silchester International Investors LLP |
2026 Q3
|
10/14/2026 |
3
|
$17 M
|
| Shore Point Advisors, LLC |
2026 Q3
|
10/14/2026 |
85
|
$320 M
|
| FIRETHORN WEALTH PARTNERS, LLC |
2026 Q3
|
10/14/2026 |
197
|
$310 M
|
| Israel Discount Bank of New York |
2026 Q3
|
10/14/2026 |
68
|
$55 M
|
| Generate Investment Management Ltd |
2026 Q3
|
10/14/2026 |
101
|
$2.7 B
|
| 6th Street Advisors, LLC |
2026 Q3
|
10/14/2026 |
61
|
$170 M
|
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. |
2026 Q3
|
10/14/2026 |
4,871
|
$61 M
|
| Henry James International Management Inc. |
2026 Q3
|
10/14/2026 |
90
|
$330 M
|
| Glencore plc |
2026 Q3
|
10/14/2026 |
3
|
$4.6 B
|
| Nicollet Investment Management, Inc. |
2026 Q3
|
10/14/2026 |
77
|
$340 M
|
| ABLE Financial Group, LLC |
2026 Q3
|
10/14/2026 |
221
|
$640 M
|
| Aspen Wealth Management LLC |
2026 Q3
|
10/14/2026 |
134
|
$630 M
|
| Navigate Wealth Management, LLC |
2026 Q3
|
10/14/2026 |
81
|
$170 M
|
| N10 ASSETS, LLC |
2026 Q3
|
10/14/2026 |
34
|
$260 M
|
| Beau Ventures, LLc |
2026 Q1
|
10/14/2026 |
21
|
$750 M
|
| TriaGen Wealth Management LLC |
2026 Q3
|
10/14/2026 |
189
|
$410 M
|
| A. D. Beadell Investment Counsel, Inc. |
2026 Q3
|
10/14/2026 |
100
|
$150 M
|
| Realta Investment Advisors |
2026 Q3
|
10/14/2026 |
362
|
$340 M
|
| M Wealth Management, LLC |
2026 Q3
|
10/14/2026 |
61
|
$130 M
|
| Beau Ventures, LLc |
2026 Q2
|
10/14/2026 |
22
|
$920 M
|
| Beau Ventures, LLc |
2026 Q3
|
10/14/2026 |
23
|
$1.1 B
|
| Fairfield Financial Advisors, LTD |
2026 Q3
|
10/14/2026 |
71
|
$250 M
|
| Consilium Wealth Advisory, LLC |
2026 Q3
|
10/14/2026 |
101
|
$340 M
|
| ADIRONDACK TRUST CO |
2026 Q3
|
10/14/2026 |
637
|
$320 M
|
| Investment Planning Advisors, Inc. |
2026 Q3
|
10/14/2026 |
117
|
$440 M
|
| Lodestone Wealth Management LLC |
2026 Q3
|
10/14/2026 |
854
|
$300 M
|
| Three Magnolias Financial Advisors, LLC |
2026 Q3
|
10/14/2026 |
106
|
$170 M
|
| N10 WEALTH, LLC |
2026 Q3
|
10/14/2026 |
106
|
$350 M
|
| Seelaus Asset Management LLC |
2026 Q3
|
10/14/2026 |
190
|
$140 M
|
| Essential Partners LLC |
2026 Q3
|
10/14/2026 |
2,852
|
$220 M
|
| MOODY LYNN LIEBERSON & WALKER, LLC |
2026 Q3
|
10/14/2026 |
265
|
$1.9 B
|
| New Perspectives, Inc |
2026 Q3
|
10/14/2026 |
48
|
$330 M
|
| Ridgeline Wealth, LLC |
2026 Q3
|
10/14/2026 |
61
|
$180 M
|
| Disciplined Equity Management, Inc. |
2026 Q3
|
10/14/2026 |
47
|
$230 M
|
| Sendero Wealth Management, LLC |
2026 Q3
|
10/14/2026 |
332
|
$1.0 B
|
| SPIRIT OF AMERICA MANAGEMENT CORP/NY |
2026 Q3
|
10/14/2026 |
370
|
$540 M
|
| HERITAGE OAK WEALTH ADVISORS LLC |
2026 Q3
|
10/14/2026 |
88
|
$330 M
|
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. |
2026 Q3
|
10/14/2026 |
228
|
$990 M
|
| Banque de Luxembourg S.A. |
2026 Q3
|
10/14/2026 |
85
|
$220 M
|
| Catherine Avery Investment Management LLC |
2026 Q3
|
10/14/2026 |
172
|
$120 M
|
| Farmers & Merchants Trust Co of Chambersburg PA |
2026 Q3
|
10/14/2026 |
440
|
$400 M
|
| KEATING INVESTMENT COUNSELORS INC |
2026 Q3
|
10/14/2026 |
60
|
$380 M
|
| Discipline Wealth Solutions, LLC |
2026 Q3
|
10/14/2026 |
196
|
$1.2 B
|
| Beacon Financial Strategies CORP |
2026 Q3
|
10/14/2026 |
241
|
$200 M
|
| Nordflint Capital Partners Fondsmaeglerselskab A/S |
2026 Q3
|
10/14/2026 |
1
|
$81 M
|
| Ballentine Capital Advisors, Inc |
2026 Q3
|
10/14/2026 |
26
|
$270 M
|
| WORLD EQUITY GROUP, INC. |
2026 Q3
|
10/14/2026 |
256
|
$240 M
|
| Hartmann Taylor Wealth Management, LLC |
2026 Q3
|
10/14/2026 |
61
|
$180 M
|
| ENZI WEALTH |
2026 Q3
|
10/14/2026 |
83
|
$330 M
|
| NewCorp Financial Services, Inc. |
2026 Q3
|
10/14/2026 |
54
|
$130 M
|
| CMG Global Holdings, LLC |
2026 Q3
|
10/14/2026 |
110
|
$230 M
|
| AAFMAA Wealth Management & Trust LLC |
2026 Q3
|
10/14/2026 |
117
|
$290 M
|
| August Group Capital Ltd |
2026 Q3
|
10/14/2026 |
101
|
$98 M
|
| TCP Asset Management, LLC |
2026 Q3
|
10/14/2026 |
144
|
$880 M
|
| Cannon Advisors, Inc. |
2026 Q3
|
10/14/2026 |
108
|
$170 M
|
| APS Management Group, Inc. |
2026 Q3
|
10/14/2026 |
72
|
$140 M
|
| Lotus Asset Management LLC |
2026 Q3
|
10/14/2026 |
47
|
$120 M
|
| Heck Capital Advisors, LLC |
2026 Q3
|
10/14/2026 |
239
|
$1.8 B
|
| BLVD Private Wealth, LLC |
2026 Q3
|
10/14/2026 |
72
|
$130 M
|