| Crown Oak Advisors, LLC |
2026 Q3
|
10/16/2026 |
23
|
$210 M
|
| Ariston Services Group |
2026 Q3
|
10/16/2026 |
72
|
$180 M
|
| HRC WEALTH MANAGEMENT, LLC |
2026 Q3
|
10/16/2026 |
69
|
$250 M
|
| FNY Investment Advisers, LLC |
2026 Q3
|
10/16/2026 |
1,073
|
$400 M
|
| Karras Company, Inc. |
2026 Q3
|
10/16/2026 |
65
|
$110 M
|
| CenturyLink Investment Management Co |
2026 Q3
|
10/16/2026 |
3
|
$130 M
|
| Signature Resources Capital Management, LLC |
2026 Q3
|
10/16/2026 |
926
|
$240 M
|
| Hudson Oak Wealth Advisory LLC |
2026 Q3
|
10/16/2026 |
54
|
$130 M
|
| Onyx Bridge Wealth Group LLC |
2026 Q3
|
10/16/2026 |
520
|
$1.1 B
|
| Smith Thornton Advisors LLC |
2026 Q3
|
10/16/2026 |
139
|
$230 M
|
| ASPIRIANT, LLC |
2026 Q3
|
10/16/2026 |
422
|
$4.1 B
|
| Millennium Capital Advisors, LLC |
2026 Q3
|
10/16/2026 |
137
|
$190 M
|
| GFG Capital, LLC |
2026 Q3
|
10/16/2026 |
143
|
$380 M
|
| PERRYMAN FINANCIAL ADVISORY INC /AD |
2026 Q3
|
10/16/2026 |
190
|
$790 M
|
| James T. Borello RIA |
2026 Q2
|
10/16/2026 |
1,319
|
$460 M
|
| James T. Borello RIA |
2025 Q3
|
10/16/2026 |
1,061
|
$370 M
|
| James T. Borello RIA |
2025 Q4
|
10/16/2026 |
1,217
|
$390 M
|
| James T. Borello RIA |
2026 Q1
|
10/16/2026 |
1,318
|
$400 M
|
| James T. Borello RIA |
2025 Q1
|
10/16/2026 |
222
|
$310 M
|
| James T. Borello RIA |
2025 Q2
|
10/16/2026 |
291
|
$340 M
|
| James T. Borello RIA |
2024 Q3
|
10/16/2026 |
185
|
$250 M
|
| James T. Borello RIA |
2024 Q4
|
10/16/2026 |
200
|
$270 M
|
| James T. Borello RIA |
2023 Q4
|
10/16/2026 |
153
|
$120 M
|
| James T. Borello RIA |
2024 Q2
|
10/16/2026 |
176
|
$230 M
|
| James T. Borello RIA |
2024 Q1
|
10/16/2026 |
174
|
$220 M
|
| SURIENCE PRIVATE WEALTH LLC |
2026 Q3
|
10/16/2026 |
43
|
$100 M
|
| Praetorian Wealth Management, Inc. |
2026 Q3
|
10/16/2026 |
83
|
$580 M
|
| Merrion Investment Management Co, LLC |
2026 Q3
|
10/16/2026 |
109
|
$200 M
|
| Holcombe Financial, Inc. |
2026 Q3
|
10/16/2026 |
51
|
$180 M
|
| SHELTON WEALTH MANAGEMENT, LLC |
2026 Q3
|
10/16/2026 |
141
|
$250 M
|
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. |
2026 Q3
|
10/16/2026 |
1,346
|
$440 M
|
| Cyr Financial Inc. |
2026 Q3
|
10/16/2026 |
58
|
$210 M
|
| Standpoint Asset Management, LLC |
2026 Q3
|
10/16/2026 |
8
|
$510 M
|
| Paradigm, Strategies in Wealth Management, LLC |
2026 Q3
|
10/16/2026 |
56
|
$160 M
|
| GenWealth Group, Inc. |
2026 Q3
|
10/16/2026 |
88
|
$640 M
|
| Eagle Bay Advisors LLC |
2026 Q3
|
10/16/2026 |
145
|
$140 M
|
| Cyndeo Wealth Partners, LLC |
2026 Q3
|
10/16/2026 |
562
|
$2.2 B
|
| Aerodigm Wealth, LLC |
2026 Q3
|
10/16/2026 |
80
|
$290 M
|
| Intelligent Financial Strategies |
2026 Q3
|
10/16/2026 |
77
|
$210 M
|
| TPG Advisors LLC |
2026 Q3
|
10/16/2026 |
119
|
$190 M
|
| Selective Wealth Management, Inc. |
2026 Q3
|
10/16/2026 |
148
|
$430 M
|
| Hanson & Doremus Investment Management |
2026 Q3
|
10/16/2026 |
493
|
$980 M
|
| Financial Planning Fort Collins, LLC |
2026 Q3
|
10/16/2026 |
34
|
$140 M
|
| Opal Wealth Advisors, LLC |
2026 Q3
|
10/16/2026 |
225
|
$480 M
|
| KFG WEALTH MANAGEMENT, LLC |
2026 Q3
|
10/16/2026 |
217
|
$920 M
|
| ARS Wealth Advisors Group, LLC |
2026 Q3
|
10/16/2026 |
218
|
$1.4 B
|
| Woodside Wealth Management LLC |
2026 Q3
|
10/16/2026 |
43
|
$150 M
|
| Wealth Intelligence, LLC |
2026 Q3
|
10/16/2026 |
60
|
$210 M
|
| BANQUE PICTET & CIE SA |
2026 Q3
|
10/16/2026 |
363
|
$15 B
|
| Rise Advisors, LLC |
2026 Q3
|
10/16/2026 |
104
|
$350 M
|
| Cardinal Capital Management, Inc. |
2026 Q3
|
10/16/2026 |
76
|
$4.4 B
|
| James T. Borello RIA |
2026 Q3
|
10/16/2026 |
1,430
|
$480 M
|
| Beacon Financial Advisory LLC |
2026 Q3
|
10/16/2026 |
424
|
$530 M
|
| UNIQUE WEALTH, LLC |
2026 Q3
|
10/16/2026 |
209
|
$880 M
|
| Saratoga Research & Investment Management |
2026 Q3
|
10/16/2026 |
44
|
$1.8 B
|
| Foundry Financial LLC |
2026 Q3
|
10/16/2026 |
95
|
$320 M
|
| Bell & Brown Wealth Advisors, LLC |
2026 Q3
|
10/16/2026 |
72
|
$320 M
|
| Evansbrook LLC |
2026 Q3
|
10/16/2026 |
126
|
$170 M
|
| JCSD Capital, LLC |
2026 Q3
|
10/16/2026 |
22
|
$64 M
|
| Two Point Capital Management, Inc. |
2026 Q3
|
10/16/2026 |
30
|
$220 M
|
| Cornerstone Management, Inc. |
2026 Q3
|
10/16/2026 |
67
|
$670 M
|
| Financial Synergies Wealth Advisors, Inc. |
2026 Q3
|
10/16/2026 |
120
|
$1.2 B
|
| Smead Capital Management, Inc. |
2026 Q3
|
10/16/2026 |
31
|
$4.7 B
|
| BCU Wealth Advisors, LLC |
2026 Q3
|
10/16/2026 |
64
|
$310 M
|
| Keudell/Morrison Wealth Management |
2026 Q3
|
10/16/2026 |
257
|
$560 M
|
| Oasis Advisors, LLC |
2026 Q3
|
10/16/2026 |
85
|
$240 M
|
| OFS Enterprise LLC |
2026 Q3
|
10/16/2026 |
104
|
$380 M
|
| Cache Advisors, LLC |
2026 Q3
|
10/16/2026 |
162
|
$1.6 B
|
| Concurrent Investment Advisors, LLC |
2026 Q3
|
10/16/2026 |
3,438
|
$14 B
|
| Essex Bank |
2026 Q3
|
10/16/2026 |
574
|
$500 M
|
| Scarborough Advisors, LLC |
2026 Q3
|
10/16/2026 |
7
|
$24 M
|
| Elser Financial Planning, Inc |
2026 Q3
|
10/16/2026 |
132
|
$2.3 B
|
| Watchman Group, Inc. |
2026 Q3
|
10/16/2026 |
72
|
$430 M
|
| WAYSTONE ADVISORS LLC |
2026 Q3
|
10/16/2026 |
110
|
$130 M
|
| TCV Trust & Wealth Management, Inc. |
2026 Q3
|
10/16/2026 |
408
|
$1.3 B
|
| TEMA ETFS LLC |
2026 Q3
|
10/16/2026 |
594
|
$2.7 B
|
| Global Strategic Investment Solutions, LLC |
2026 Q3
|
10/16/2026 |
153
|
$1.1 B
|
| ONE PLUS ONE WEALTH MANAGEMENT, LLC |
2026 Q3
|
10/16/2026 |
91
|
$240 M
|
| Ferguson Shapiro LLC |
2026 Q3
|
10/16/2026 |
87
|
$340 M
|
| Premier Path Wealth Partners, LLC |
2026 Q3
|
10/16/2026 |
376
|
$860 M
|
| TRUST CO OF TOLEDO NA /OH/ |
2026 Q3 - RESTATEMENT
|
10/16/2026 |
926
|
$1.2 B
|
| Trinity Street Asset Management LLP |
2026 Q3
|
10/16/2026 |
24
|
$1.9 B
|
| KELLY FINANCIAL GROUP LLC |
2026 Q3
|
10/16/2026 |
105
|
$430 M
|
| Cornerstone Planning Group LLC |
2026 Q3
|
10/16/2026 |
176
|
$810 M
|
| Centennial Wealth Advisory LLC |
2026 Q3
|
10/16/2026 |
195
|
$490 M
|
| AMERICAN FINANCIAL & TAX STRATEGIES INC |
2026 Q3
|
10/16/2026 |
101
|
$220 M
|
| TRUST CO OF TOLEDO NA /OH/ |
2026 Q3
|
10/16/2026 |
364
|
$1.1 B
|
| SHEETS SMITH WEALTH MANAGEMENT |
2026 Q3
|
10/16/2026 |
386
|
$960 M
|
| Rainwater Charitable Foundation |
2026 Q3
|
10/16/2026 |
4
|
$290 M
|
| Buttonwood Financial Group, LLC |
2026 Q3
|
10/16/2026 |
39
|
$200 M
|
| MISHPACHA HOLDINGS CORP |
2026 Q3
|
10/16/2026 |
3
|
$220 M
|
| Trium Capital LLP |
2026 Q3
|
10/16/2026 |
53
|
$79 M
|
| Y-Intercept (Hong Kong) Ltd |
2026 Q3
|
10/16/2026 |
1,532
|
$4.5 B
|
| ASR Vermogensbeheer N.V. |
2026 Q3
|
10/16/2026 |
471
|
$10 B
|
| Praxis Capital Management LLC |
2026 Q3
|
10/16/2026 |
30
|
$59 M
|
| Magnolia Wealth Management, LLC |
2026 Q3
|
10/16/2026 |
15
|
$190 M
|
| Crescent Sterling, Ltd. |
2026 Q3
|
10/16/2026 |
92
|
$120 M
|
| WIT Partners Advisory Pte. Ltd. |
2026 Q3
|
10/16/2026 |
6
|
$82 M
|
| Clearview Wealth Management LLC |
2026 Q3
|
10/16/2026 |
61
|
$130 M
|
| TopTier Wealth Management, LLC |
2026 Q3
|
10/16/2026 |
133
|
$170 M
|