| Global Trust Wealth Management LLC |
2026 Q3
|
10/14/2026 |
71
|
$140 M
|
| Wealth Alliance Advisory Group, LLC |
2026 Q3
|
10/14/2026 |
204
|
$710 M
|
| Ignite Planners, LLC |
2026 Q3
|
10/14/2026 |
682
|
$770 M
|
| Sound Stewardship, LLC |
2026 Q3
|
10/14/2026 |
76
|
$250 M
|
| Patriot Financial Group Insurance Agency, LLC |
2026 Q3
|
10/14/2026 |
499
|
$1.0 B
|
| WESTCO ADVISORY SERVICES INC /ADV |
2026 Q3
|
10/14/2026 |
98
|
$170 M
|
| Unified Investment Management |
2026 Q3
|
10/14/2026 |
146
|
$110 M
|
| FORONJY FINANCIAL LLC |
2026 Q3
|
10/14/2026 |
113
|
$280 M
|
| Yanni & Associates Investment Advisors, LLC |
2026 Q3
|
10/14/2026 |
37
|
$110 M
|
| Fullerton Advisors, LLC |
2026 Q3
|
10/14/2026 |
54
|
$110 M
|
| Barry Investment Advisors, LLC |
2026 Q3
|
10/14/2026 |
102
|
$520 M
|
| TruNorth Capital Management, LLC |
2026 Q3
|
10/14/2026 |
123
|
$640 M
|
| Financial Advisory Corp |
2026 Q3
|
10/14/2026 |
54
|
$780 M
|
| BCO Wealth Management LLC |
2026 Q3
|
10/14/2026 |
42
|
$190 M
|
| Upper Left Wealth Management, LLC |
2026 Q3
|
10/14/2026 |
68
|
$190 M
|
| ATX Financial Planning, LLC |
2026 Q3
|
10/14/2026 |
79
|
$160 M
|
| Oliver Luxxe Assets LLC |
2026 Q3
|
10/14/2026 |
194
|
$640 M
|
| StoryOne LLC |
2026 Q3
|
10/13/2026 |
79
|
$220 M
|
| Fulton Bank, N.A. |
2026 Q3
|
10/14/2026 |
946
|
$3.3 B
|
| HELIOS CAPITAL MANAGEMENT PTE. LTD |
2026 Q3
|
10/14/2026 |
25
|
$92 M
|
| Physician Wealth Solutions Inc. |
2026 Q3
|
10/14/2026 |
45
|
$250 M
|
| TRAPHAGEN INVESTMENT ADVISORS LLC |
2026 Q3
|
10/14/2026 |
227
|
$1.5 B
|
| Southland Equity Partners LLC |
2026 Q3
|
10/14/2026 |
292
|
$580 M
|
| West Tower Group, LLC |
2026 Q3
|
10/14/2026 |
34
|
$27 M
|
| Oslo Pensjonsforsikring AS |
2017 Q1 - RESTATEMENT
|
10/14/2026 |
9
|
$190 M
|
| Focus Financial Network, Inc. |
2026 Q3
|
10/14/2026 |
772
|
$3.3 B
|
| Fearless Solutions, LLC dba Best Invest |
2026 Q3
|
10/14/2026 |
143
|
$200 M
|
| Roberts Wealth Advisors, LLC |
2026 Q3
|
10/14/2026 |
108
|
$450 M
|
| ASK CAPITAL INVESTMENT MANAGERS, LLC |
2026 Q3
|
10/14/2026 |
28
|
$97 M
|
| MFA Wealth Services |
2026 Q3
|
10/14/2026 |
133
|
$170 M
|
| Virginia Estate & Retirement Planning Advisors Inc. |
2026 Q3
|
10/14/2026 |
225
|
$79 M
|
| Stone Summit Wealth LLC |
2026 Q3
|
10/14/2026 |
137
|
$370 M
|
| Clark & Stuart, Inc |
2026 Q3
|
10/14/2026 |
52
|
$160 M
|
| JM2 Capital Inc. |
2026 Q3
|
10/14/2026 |
121
|
$150 M
|
| Boyce & Associates Wealth Consulting, Inc. |
2026 Q3
|
10/14/2026 |
79
|
$160 M
|
| Cresta Advisors, Ltd. |
2026 Q3
|
10/14/2026 |
50
|
$230 M
|
| Foundation Wealth Management, LLC\PA |
2026 Q3
|
10/14/2026 |
98
|
$300 M
|
| Liberty Atlantic Advisors LLC |
2026 Q3
|
10/14/2026 |
87
|
$160 M
|
| SUCCESSION FINANCIAL, INC. |
2026 Q3
|
10/14/2026 |
48
|
$100 M
|
| Enclave Advisors LLC |
2026 Q3
|
10/14/2026 |
137
|
$790 M
|
| My Personal CFO, LLC |
2026 Q3
|
10/14/2026 |
94
|
$280 M
|
| Q Fund Management (Hong Kong) Ltd |
2026 Q3
|
10/14/2026 |
38
|
$100 M
|
| Citrine Capital LLC |
2026 Q3
|
10/14/2026 |
60
|
$300 M
|
| RED CRANE WEALTH MANAGEMENT, LLC |
2026 Q3
|
10/14/2026 |
78
|
$140 M
|
| CAPSTONE CAPITAL LLC |
2026 Q3
|
10/14/2026 |
25
|
$180 M
|
| Shotwell Rutter Baer Inc |
2026 Q3
|
10/14/2026 |
39
|
$180 M
|
| Cohen Capital Management, Inc. |
2026 Q3
|
10/14/2026 |
155
|
$720 M
|
| Womack Financial LLC |
2026 Q3
|
10/14/2026 |
71
|
$150 M
|
| ProCore Advisors, LLC |
2026 Q3
|
10/14/2026 |
103
|
$82 M
|
| DEFINE FINANCIAL, LLC |
2026 Q3
|
10/14/2026 |
52
|
$240 M
|
| WJ Interests, LLC |
2026 Q3
|
10/14/2026 |
23
|
$280 M
|
| XY Planning Network, Inc. |
2026 Q3
|
10/14/2026 |
380
|
$930 M
|
| Wise Wealth Partners |
2026 Q3
|
10/14/2026 |
38
|
$55 M
|
| WALNUT PRIVATE EQUITY PARTNERS, LLC |
2026 Q3
|
10/14/2026 |
15
|
$180 M
|
| Lewis Asset Management, LLC |
2026 Q3
|
10/14/2026 |
223
|
$290 M
|
| Northcape Capital Pty Ltd |
2026 Q3
|
10/14/2026 |
8
|
$670 M
|
| KMG FIDUCIARY PARTNERS, LLC |
2026 Q3
|
10/14/2026 |
169
|
$1.0 B
|
| IFM Investors Pty Ltd |
2026 Q3
|
10/14/2026 |
631
|
$16 B
|
| TRUEFG, LLC |
2026 Q3
|
10/14/2026 |
75
|
$430 M
|
| FIRST HAWAIIAN BANK |
2026 Q3
|
10/14/2026 |
150
|
$830 M
|
| FIRST CITIZENS BANK & TRUST CO |
2026 Q3
|
10/14/2026 |
1,136
|
$6.7 B
|
| Integrity Wealth Partners, LLC |
2026 Q3
|
10/14/2026 |
103
|
$130 M
|
| Wiser Wealth Management, Inc |
2026 Q3
|
10/14/2026 |
73
|
$550 M
|
| COOPER INVESTORS PTY LTD |
2026 Q3
|
10/13/2026 |
37
|
$190 M
|
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV |
2026 Q3
|
10/13/2026 |
51
|
$180 M
|
| Koesten, Hirschmann & Crabtree, INC. |
2026 Q3
|
10/13/2026 |
54
|
$240 M
|
| Sophron Capital Management L.P. |
2026 Q3
|
10/13/2026 |
1
|
$0
|
| TVL MANAGEMENT CORP |
2026 Q3
|
10/13/2026 |
1
|
$0
|
| COURIER CAPITAL LLC |
2026 Q3
|
10/13/2026 |
131
|
$530 M
|
| Accel Wealth Management |
2026 Q3
|
10/13/2026 |
309
|
$460 M
|
| 21 West Wealth Management LLC |
2026 Q3
|
10/13/2026 |
64
|
$120 M
|
| REVOLUTION GROWTH MANAGEMENT COMPANY, INC. |
2026 Q3
|
10/13/2026 |
1
|
$0
|
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. |
2026 Q3
|
10/13/2026 |
449
|
$550 M
|
| Euro Pacific Asset Management, LLC |
2026 Q3
|
10/13/2026 |
108
|
$1.2 B
|
| CATALYST PRIVATE WEALTH, LLC |
2026 Q3
|
10/13/2026 |
106
|
$240 M
|
| Financial Planning Hawaii, Inc. |
2026 Q3
|
10/13/2026 |
127
|
$180 M
|
| Bouvel Investment Partners, LLC |
2026 Q3
|
10/13/2026 |
85
|
$430 M
|
| Salvus Wealth Management, LLC |
2026 Q3
|
10/13/2026 |
132
|
$180 M
|
| MONTRUSCO BOLTON INVESTMENTS INC. |
2026 Q3
|
10/13/2026 |
85
|
$5.8 B
|
| Downshift Financial, LLC |
2026 Q3
|
10/13/2026 |
725
|
$230 M
|
| LINCOLN CAPITAL CORP |
2026 Q3
|
10/13/2026 |
100
|
$310 M
|
| St. Clair Advisors, LLC |
2026 Q3
|
10/13/2026 |
81
|
$400 M
|
| Foster Group, Inc. |
2026 Q3
|
10/13/2026 |
316
|
$3.7 B
|
| B. Riley Wealth Advisors, Inc. |
2026 Q3
|
10/13/2026 |
1,092
|
$2.6 B
|
| Cooke Wealth Management, LLC |
2026 Q3
|
10/13/2026 |
38
|
$120 M
|
| Ulrich Consultants & Investment Group, LLC |
2026 Q3
|
10/13/2026 |
47
|
$100 M
|
| Alaska Permanent Fund Corp |
2026 Q3
|
10/13/2026 |
11
|
$1.3 B
|
| Vestment Financial LLC |
2026 Q3
|
10/13/2026 |
44
|
$220 M
|
| Krilogy Financial LLC |
2026 Q3
|
10/13/2026 |
1,093
|
$3.7 B
|
| Walker Asset Management, LLC |
2026 Q3
|
10/13/2026 |
149
|
$200 M
|
| Edge Wealth Management LLC |
2026 Q3
|
10/13/2026 |
89
|
$670 M
|
| PEAVINE CAPITAL, LLC |
2026 Q3
|
10/13/2026 |
9
|
$460 M
|
| RHS Financial, LLC |
2026 Q3
|
10/13/2026 |
298
|
$300 M
|
| Affinity Capital Advisors, LLC |
2026 Q3
|
10/13/2026 |
233
|
$860 M
|
| Trinity Wealth Management, LLC |
2026 Q3
|
10/13/2026 |
90
|
$320 M
|
| Maltin Wealth Management, Inc. |
2026 Q3
|
10/13/2026 |
152
|
$310 M
|
| Fluent Financial, LLC |
2026 Q3
|
10/13/2026 |
46
|
$290 M
|
| Mechanics Bank Trust Department |
2026 Q3
|
10/13/2026 |
205
|
$800 M
|
| UNICOM Systems, Inc. |
2026 Q3
|
10/13/2026 |
39
|
$1.5 B
|
| David Kennon Inc |
2026 Q3
|
10/13/2026 |
45
|
$300 M
|