| RPOA Advisors, Inc. |
2026 Q1
|
4/17/2026 |
6
|
$2.3 B
|
| Cache Advisors, LLC |
2026 Q1
|
4/17/2026 |
191
|
$870 M
|
| Capital Squared Financial LLC |
2025 Q3
|
4/17/2026 |
78
|
$120 M
|
| PARAGON FINANCIAL PARTNERS, INC. |
2026 Q1
|
4/17/2026 |
77
|
$180 M
|
| Capital Squared Financial LLC |
2025 Q2
|
4/17/2026 |
66
|
$86 M
|
| WILLNER & HELLER, LLC |
2026 Q1
|
4/17/2026 |
161
|
$130 M
|
| Mezzasalma Advisors, LLC |
2026 Q1
|
4/17/2026 |
155
|
$390 M
|
| INCOME RESEARCH & MANAGEMENT |
2026 Q1
|
4/17/2026 |
26
|
$170 M
|
| Kentucky Trust Co |
2026 Q1
|
4/17/2026 |
311
|
$190 M
|
| PSP Research LLC |
2026 Q1
|
4/17/2026 |
79
|
$140 M
|
| UNION SAVINGS BANK |
2026 Q1
|
4/17/2026 |
408
|
$230 M
|
| NNS Investments (Cyprus) Ltd |
2026 Q1
|
4/17/2026 |
1
|
$0
|
| NNS Holding |
2026 Q1
|
4/17/2026 |
1
|
$0
|
| Braeburn Wealth Management LLC |
2026 Q1
|
4/17/2026 |
85
|
$170 M
|
| Baker Chad R |
2026 Q1
|
4/17/2026 |
56
|
$530 M
|
| Forefront Wealth Partners, LLC |
2026 Q1
|
4/17/2026 |
162
|
$240 M
|
| Nova R Wealth, Inc. |
2026 Q1
|
4/17/2026 |
90
|
$310 M
|
| 1900 WEALTH MANAGEMENT LLC |
2026 Q1
|
4/17/2026 |
253
|
$1.6 B
|
| INDEPENDENT INVESTORS INC |
2026 Q1
|
4/17/2026 |
70
|
$500 M
|
| WATERSHED PRIVATE WEALTH LLC |
2026 Q1
|
4/17/2026 |
111
|
$320 M
|
| 55 North Private Wealth, LLC |
2026 Q1
|
4/17/2026 |
210
|
$390 M
|
| Capital Investment Advisors, LLC |
2026 Q1 - RESTATEMENT
|
4/17/2026 |
749
|
$6.8 B
|
| Visionary Horizons, LLC |
2026 Q1
|
4/17/2026 |
128
|
$200 M
|
| Bellecapital International Ltd. |
2026 Q1
|
4/17/2026 |
116
|
$540 M
|
| FOUNDERS FINANCIAL SECURITIES LLC |
2026 Q1 - RESTATEMENT
|
4/17/2026 |
530
|
$1.8 B
|
| Tencap Wealth Coaching, LLC |
2026 Q1
|
4/17/2026 |
7
|
$270 M
|
| United Advisor Group, LLC |
2026 Q1
|
4/17/2026 |
508
|
$810 M
|
| TECTONIC ADVISORS LLC |
2026 Q1
|
4/17/2026 |
332
|
$1.9 B
|
| BAM Wealth Management, LLC |
2026 Q1
|
4/17/2026 |
251
|
$130 M
|
| Ignite Planners, LLC |
2026 Q1
|
4/17/2026 |
393
|
$650 M
|
| ZynergyRetirementPlanningLLC |
2026 Q1
|
4/17/2026 |
26
|
$170 M
|
| Old North State Wealth Management, LLC |
2026 Q1
|
4/17/2026 |
112
|
$220 M
|
| McHugh Group, LLC |
2026 Q1
|
4/17/2026 |
82
|
$170 M
|
| PMG Family Office LLC |
2026 Q1
|
4/17/2026 |
100
|
$90 M
|
| Arkfeld Wealth Strategies, L.L.C. |
2026 Q1
|
4/17/2026 |
115
|
$320 M
|
| High Net Worth Advisory Group LLC |
2026 Q1
|
4/17/2026 |
244
|
$430 M
|
| Greenbush Financial Group, LLC |
2026 Q1
|
4/17/2026 |
36
|
$300 M
|
| Roxbury Financial LLC |
2026 Q1
|
4/17/2026 |
392
|
$110 M
|
| FFG Partners, LLC |
2026 Q1
|
4/17/2026 |
36
|
$250 M
|
| Kaufman Rossin Wealth, LLC |
2026 Q1
|
4/17/2026 |
98
|
$170 M
|
| Stewardship Advisors, LLC |
2026 Q1
|
4/17/2026 |
168
|
$440 M
|
| James J. Burns & Company, LLC |
2026 Q1
|
4/17/2026 |
155
|
$740 M
|
| Aquamarine Zurich AG |
2026 Q1
|
4/17/2026 |
7
|
$140 M
|
| Values First Advisors, Inc. |
2026 Q1
|
4/17/2026 |
360
|
$190 M
|
| Hanson & Doremus Investment Management |
2026 Q1
|
4/17/2026 |
534
|
$870 M
|
| PKO Investment Management Joint-Stock Co |
2026 Q1
|
4/17/2026 |
220
|
$1.2 B
|
| Matthew Goff Investment Advisor, LLC |
2026 Q1
|
4/16/2026 |
107
|
$600 M
|
| IFC & Insurance Marketing, Inc. |
2026 Q1
|
4/16/2026 |
72
|
$96 M
|
| Kure Advisory, LLC |
2026 Q1
|
4/16/2026 |
56
|
$180 M
|
| FINANCIAL MANAGEMENT NETWORK INC |
2026 Q1
|
4/16/2026 |
191
|
$650 M
|
| BIRCH FINANCIAL GROUP, LLC |
2026 Q1
|
4/16/2026 |
136
|
$170 M
|
| Five Pine Wealth Management |
2026 Q1
|
4/16/2026 |
47
|
$160 M
|
| RAINIER FAMILY WEALTH INC |
2026 Q1
|
4/16/2026 |
93
|
$150 M
|
| Stonebridge Wealth Management, LLC |
2026 Q1
|
4/16/2026 |
36
|
$100 M
|
| Arizona PSPRS Trust |
2026 Q1
|
4/16/2026 |
10
|
$2.7 B
|
| Sterneck Capital Management, LLC |
2026 Q1
|
4/16/2026 |
116
|
$220 M
|
| Telos Capital Management, Inc. |
2026 Q1
|
4/16/2026 |
191
|
$1.0 B
|
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. |
2026 Q1
|
4/16/2026 |
735
|
$10 B
|
| Fisher Funds Management LTD |
2026 Q1
|
4/16/2026 |
169
|
$3.4 B
|
| CWC Advisors, LLC. |
2026 Q1
|
4/16/2026 |
149
|
$210 M
|
| EVEXIA WEALTH LLC |
2026 Q1
|
4/16/2026 |
84
|
$360 M
|
| Balboa Wealth Partners |
2026 Q1
|
4/16/2026 |
455
|
$600 M
|
| True Vision MN LLC |
2026 Q1
|
4/16/2026 |
98
|
$190 M
|
| CPR Investments Inc. |
2026 Q1
|
4/16/2026 |
51
|
$150 M
|
| Cambridge Advisors Inc. |
2026 Q1
|
4/16/2026 |
178
|
$520 M
|
| Sunbeam Capital Management, LLC |
2026 Q1
|
4/16/2026 |
112
|
$170 M
|
| Henrickson Nauta Wealth Advisors, Inc. |
2026 Q1
|
4/16/2026 |
106
|
$360 M
|
| Spectrum Planning & Advisory Services Inc. |
2026 Q1
|
4/16/2026 |
114
|
$200 M
|
| EVOLVE PRIVATE WEALTH, LLC |
2026 Q1
|
4/16/2026 |
994
|
$1.9 B
|
| Allegheny Financial Group |
2026 Q1
|
4/16/2026 |
290
|
$740 M
|
| STEPHEN J. GARRY & ASSOCIATES, LLC |
2026 Q1
|
4/16/2026 |
51
|
$120 M
|
| Center For Asset Management LLC |
2026 Q1
|
4/16/2026 |
144
|
$200 M
|
| Meadowbrook Advisors Group, LLC |
2026 Q1
|
4/16/2026 |
136
|
$170 M
|
| jvl associates llc |
2026 Q1
|
4/16/2026 |
63
|
$300 M
|
| Global Wealth Management, LLC |
2026 Q1
|
4/16/2026 |
44
|
$180 M
|
| FIRST MERCHANTS CORP |
2026 Q1
|
4/16/2026 |
501
|
$2.6 B
|
| SG Americas Securities, LLC |
2026 Q1
|
4/16/2026 |
3,194
|
$93 B
|
| LEE JOHNSON CAPITAL MANAGEMENT, LLC |
2026 Q1
|
4/16/2026 |
80
|
$280 M
|
| Tactive Advisors, LLC |
2026 Q1
|
4/16/2026 |
268
|
$350 M
|
| Capstone Wealth Management Group LLC |
2026 Q1
|
4/16/2026 |
123
|
$160 M
|
| WAYSTONE ADVISORS LLC |
2026 Q1
|
4/16/2026 |
101
|
$110 M
|
| Warren Street Wealth Advisors, LLC |
2026 Q1
|
4/16/2026 |
129
|
$390 M
|
| Ironwood Financial, llc |
2026 Q1
|
4/16/2026 |
168
|
$570 M
|
| Smith Salley Wealth Management |
2026 Q1
|
4/16/2026 |
267
|
$2.0 B
|
| PETREDIS INVESTMENT ADVISORS LLC |
2026 Q1
|
4/16/2026 |
108
|
$1.2 B
|
| Upper Left Wealth Management, LLC |
2026 Q1
|
4/16/2026 |
68
|
$170 M
|
| Azarias Capital Management, L.P. |
2026 Q1
|
4/16/2026 |
24
|
$220 M
|
| SOUTHERN CAPITAL ADVISORS, LLC |
2026 Q1
|
4/16/2026 |
85
|
$210 M
|
| MontVue Capital Management, Inc. |
2026 Q1
|
4/16/2026 |
67
|
$150 M
|
| MASTERCARD FOUNDATION ASSET MANAGEMENT CORP |
2026 Q1
|
4/16/2026 |
3
|
$34 B
|
| Cornerstone Management, Inc. |
2026 Q1
|
4/16/2026 |
65
|
$630 M
|
| CPC Advisors, LLC |
2026 Q1
|
4/16/2026 |
144
|
$620 M
|
| Sterling Investment Counsel, LLC |
2026 Q1
|
4/16/2026 |
196
|
$360 M
|
| Johnson Bixby & Associates, LLC |
2026 Q1
|
4/16/2026 |
127
|
$810 M
|
| BCO Wealth Management LLC |
2026 Q1
|
4/16/2026 |
42
|
$170 M
|
| Brookstone Capital Management |
2026 Q1
|
4/16/2026 |
1,204
|
$8.7 B
|
| Maestria Partners LLC |
2026 Q1
|
4/16/2026 |
13
|
$270 M
|
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC |
2026 Q1
|
4/16/2026 |
141
|
$580 M
|
| CAMPBELL NEWMAN ASSET MANAGEMENT INC |
2026 Q1
|
4/16/2026 |
103
|
$1.2 B
|
| Capstone Wealth Management, LLC |
2026 Q1
|
4/16/2026 |
50
|
$140 M
|