| Spartan Planning & Wealth Management |
2026 Q3
|
10/13/2026 |
74
|
$150 M
|
| Twele Capital Management, Inc. |
2026 Q3
|
10/13/2026 |
39
|
$600 M
|
| Clay Northam Wealth Management, LLC |
2026 Q3
|
10/13/2026 |
109
|
$210 M
|
| FAGAN ASSOCIATES, INC. |
2026 Q3
|
10/13/2026 |
139
|
$860 M
|
| Lineweaver Wealth Advisors, LLC |
2026 Q3
|
10/13/2026 |
182
|
$860 M
|
| Forvis Mazars Wealth Advisors, LLC |
2026 Q3
|
10/13/2026 |
427
|
$6.1 B
|
| VERUS WEALTH MANAGEMENT, LLC |
2026 Q3
|
10/13/2026 |
62
|
$160 M
|
| DAVIS-REA LTD. |
2026 Q3
|
10/13/2026 |
41
|
$380 M
|
| New York University |
2026 Q3
|
10/13/2026 |
2
|
$310 M
|
| FIRST FINANCIAL CORP /IN/ |
2026 Q3
|
10/13/2026 |
407
|
$280 M
|
| 4WEALTH ADVISORS, INC. |
2026 Q3
|
10/13/2026 |
144
|
$140 M
|
| GEM Asset Management, LLC |
2026 Q3
|
10/13/2026 |
114
|
$250 M
|
| Ifrah Financial Services, Inc. |
2026 Q3
|
10/13/2026 |
205
|
$400 M
|
| Copeland Capital Management, LLC |
2026 Q3
|
10/13/2026 |
485
|
$4.3 B
|
| Bison Wealth, LLC |
2026 Q3
|
10/13/2026 |
508
|
$1.2 B
|
| BigSur Wealth Management LLC |
2026 Q3
|
10/13/2026 |
167
|
$420 M
|
| Fidato Wealth LLC |
2026 Q3
|
10/13/2026 |
31
|
$180 M
|
| Cape Investment Advisory, Inc. |
2026 Q3
|
10/13/2026 |
2,097
|
$390 M
|
| First PREMIER Bank |
2026 Q3
|
10/13/2026 |
599
|
$620 M
|
| Fisher Funds Management LTD |
2026 Q3
|
10/13/2026 |
170
|
$3.4 B
|
| Altus Wealth Management, LLC |
2026 Q3
|
10/13/2026 |
27
|
$260 M
|
| Allied Investment Advisors, LLC |
2026 Q3
|
10/13/2026 |
112
|
$1.1 B
|
| Lighthouse Wealth Management Inc. |
2026 Q3
|
10/13/2026 |
50
|
$160 M
|
| SALEM INVESTMENT COUNSELORS INC |
2026 Q3
|
10/13/2026 |
412
|
$4.0 B
|
| WETZEL INVESTMENT ADVISORS, INC. |
2026 Q3
|
10/13/2026 |
146
|
$290 M
|
| Ulland Investment Advisors, LLC |
2026 Q3
|
10/13/2026 |
234
|
$140 M
|
| Keystone Financial Group, Inc. |
2026 Q3
|
10/13/2026 |
117
|
$190 M
|
| Financial Architects, LLC |
2026 Q3
|
10/13/2026 |
29
|
$200 M
|
| FORTE ASSET MANAGEMENT LLC |
2026 Q3
|
10/13/2026 |
76
|
$250 M
|
| Signal Advisors Wealth, LLC |
2026 Q3
|
10/13/2026 |
701
|
$2.3 B
|
| Stonehearth Capital Management, LLC |
2026 Q3
|
10/13/2026 |
92
|
$290 M
|
| BEACON INVESTMENT ADVISORY SERVICES, INC. |
2026 Q3
|
10/13/2026 |
804
|
$2.7 B
|
| Bricktown Capital, LLC |
2026 Q3
|
10/13/2026 |
30
|
$550 M
|
| Somerset Trust Co |
2026 Q3
|
10/13/2026 |
231
|
$350 M
|
| Bulwark Capital Corp |
2026 Q3
|
10/13/2026 |
106
|
$190 M
|
| Parkshore Wealth Management, Inc. |
2026 Q3
|
10/13/2026 |
69
|
$390 M
|
| Brewster Financial Planning LLC |
2026 Q3
|
10/13/2026 |
31
|
$180 M
|
| WESPAC Advisors SoCal, LLC |
2026 Q3
|
10/13/2026 |
119
|
$550 M
|
| WASATCH ADVISORS LP |
2026 Q3
|
10/13/2026 |
229
|
$13 B
|
| SMI Advisory Services, LLC |
2026 Q3
|
10/13/2026 |
84
|
$630 M
|
| Antonelli Financial Advisors, LLC |
2026 Q3
|
10/13/2026 |
51
|
$140 M
|
| Syntegra Private Wealth Group, LLC |
2026 Q3
|
10/13/2026 |
205
|
$1.3 B
|
| Walleye Partners, LLC |
2026 Q3
|
10/13/2026 |
59
|
$89 M
|
| BAILARD, INC. |
2026 Q3
|
10/13/2026 |
746
|
$4.9 B
|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
2026 Q3
|
10/13/2026 |
1,076
|
$5.7 B
|
| Connecticut Wealth Management, LLC |
2026 Q3
|
10/13/2026 |
338
|
$2.7 B
|
| FIRST NATIONAL BANK SIOUX FALLS |
2026 Q3
|
10/13/2026 |
185
|
$330 M
|
| WealthBridge Investment Counsel Inc. |
2026 Q3
|
10/13/2026 |
44
|
$380 M
|
| Capitol Family Office, Inc. |
2026 Q3
|
10/13/2026 |
37
|
$93 M
|
| Windsor Capital Management, LLC |
2026 Q3
|
10/13/2026 |
132
|
$390 M
|
| Fiduciary Alliance LLC |
2026 Q3
|
10/13/2026 |
503
|
$1.3 B
|
| Boston Common Asset Management, LLC |
2026 Q3
|
10/13/2026 |
181
|
$1.7 B
|
| Founders Capital Management |
2026 Q3
|
10/13/2026 |
67
|
$220 M
|
| WT Wealth Management |
2026 Q3
|
10/13/2026 |
145
|
$360 M
|
| Legal Advantage Investments, Inc. |
2026 Q3
|
10/13/2026 |
83
|
$470 M
|
| Aaron Wealth Advisors LLC |
2026 Q3
|
10/13/2026 |
687
|
$2.0 B
|
| GEN Financial Management, INC. |
2026 Q3
|
10/13/2026 |
56
|
$180 M
|
| S.A. Mason LLC |
2026 Q3
|
10/13/2026 |
284
|
$340 M
|
| Pacific Park Financial, Inc. |
2026 Q3
|
10/13/2026 |
81
|
$170 M
|
| Perennial Advisors, LLC |
2026 Q3
|
10/13/2026 |
140
|
$670 M
|
| Shum Financial Group, Inc. |
2026 Q3
|
10/13/2026 |
110
|
$170 M
|
| MATRIX ASSET ADVISORS INC/NY |
2026 Q3
|
10/13/2026 |
100
|
$1.2 B
|
| SIMS INVESTMENT MANAGEMENT, LLC |
2026 Q3
|
10/13/2026 |
39
|
$320 M
|
| 25 LLC |
2026 Q3
|
10/13/2026 |
76
|
$370 M
|
| Hennion & Walsh Asset Management, Inc. |
2026 Q3
|
10/13/2026 |
975
|
$3.4 B
|
| Great Diamond Partners, LLC |
2026 Q3
|
10/13/2026 |
238
|
$600 M
|
| Keystone Global Partners, LLC |
2026 Q3
|
10/13/2026 |
60
|
$280 M
|
| Unique Wealth Strategies, LLC |
2026 Q3
|
10/13/2026 |
222
|
$270 M
|
| Mengis Capital Management, Inc. |
2026 Q3
|
10/13/2026 |
215
|
$670 M
|
| ORSER CAPITAL MANAGEMENT, LLC |
2026 Q3
|
10/13/2026 |
58
|
$180 M
|
| PING CAPITAL MANAGEMENT, INC. |
2026 Q3
|
10/13/2026 |
86
|
$540 M
|
| MacKay Shields LLC |
2026 Q3
|
10/13/2026 |
297
|
$2.8 B
|
| Oak Asset Management, LLC |
2026 Q3
|
10/13/2026 |
112
|
$320 M
|
| Fjell Capital, LLC |
2026 Q3
|
10/13/2026 |
84
|
$180 M
|
| Pettinga Financial Advisors LLC |
2026 Q3
|
10/13/2026 |
159
|
$610 M
|
| Crane Advisory, LLC |
2026 Q3
|
10/13/2026 |
55
|
$710 M
|
| Emerald Advisors, LLC |
2026 Q3
|
10/13/2026 |
112
|
$780 M
|
| BayBridge Capital Group, LLC |
2026 Q3
|
10/13/2026 |
97
|
$190 M
|
| Seven Hills Financial, LLC |
2026 Q3
|
10/13/2026 |
109
|
$170 M
|
| Spinnaker Investment Group, LLC |
2026 Q3
|
10/13/2026 |
177
|
$630 M
|
| Fruth Investment Management |
2026 Q3
|
10/13/2026 |
224
|
$410 M
|
| Bestgate Wealth Advisors, LLC |
2026 Q3
|
10/13/2026 |
77
|
$160 M
|
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. |
2026 Q3
|
10/13/2026 |
97
|
$200 M
|
| LYNCH & ASSOCIATES/IN |
2026 Q3
|
10/13/2026 |
128
|
$700 M
|
| Wilkins Miller Wealth Management, LLC |
2026 Q3
|
10/13/2026 |
95
|
$180 M
|
| Regent Peak Wealth Advisors LLC |
2026 Q3
|
10/13/2026 |
231
|
$580 M
|
| Pearl Planning LLC |
2026 Q3
|
10/13/2026 |
61
|
$240 M
|
| HEFFERNAN ADVISORY, INC |
2026 Q3
|
10/13/2026 |
57
|
$150 M
|
| NICHOLS & PRATT ADVISERS LLP /MA |
2026 Q3
|
10/13/2026 |
197
|
$1.7 B
|
| SL ADVISORS, LLC |
2026 Q3
|
10/13/2026 |
31
|
$51 M
|
| KIECKHEFER GROUP LLC |
2026 Q3 - RESTATEMENT
|
10/13/2026 |
62
|
$250 M
|
| McCollum Christoferson Group LLC |
2026 Q3
|
10/13/2026 |
88
|
$340 M
|
| Compass Financial Group, INC/SD |
2026 Q3
|
10/13/2026 |
120
|
$920 M
|
| Worthington Financial Partners, LLC |
2026 Q3
|
10/13/2026 |
117
|
$120 M
|
| Cooksen Wealth, LLC |
2026 Q3
|
10/13/2026 |
44
|
$160 M
|
| Madson Wealth Advisors Inc |
2026 Q3
|
10/13/2026 |
93
|
$140 M
|
| SAX WEALTH ADVISORS, LLC |
2026 Q3
|
10/13/2026 |
750
|
$3.5 B
|
| Grove Street Fiduciary, LLC |
2026 Q3
|
10/13/2026 |
77
|
$220 M
|
| ALM First Financial Advisors, LLC |
2026 Q3
|
10/13/2026 |
28
|
$630 M
|
| Refined Wealth Management |
2026 Q3
|
10/13/2026 |
48
|
$180 M
|