| RIVERSEDGE ADVISORS, LLC |
2026 Q3
|
10/9/2026 |
368
|
$810 M
|
| Towneley Capital Management, Inc / DE |
2026 Q3
|
10/9/2026 |
45
|
$500 M
|
| Border to Coast Pensions Partnership Ltd |
2026 Q3
|
10/9/2026 |
93
|
$7.3 B
|
| Stonebridge Wealth Management, LLC |
2026 Q3
|
10/9/2026 |
35
|
$110 M
|
| ECLECTIC ASSOCIATES INC /ADV |
2026 Q3
|
10/9/2026 |
162
|
$890 M
|
| Gainplan LLC |
2026 Q3
|
10/9/2026 |
58
|
$260 M
|
| INTEGRATED CAPITAL MANAGEMENT, INC. |
2026 Q3
|
10/9/2026 |
66
|
$140 M
|
| Crocodile Capital Partners GmbH |
2026 Q3
|
10/9/2026 |
13
|
$160 M
|
| INSPIRION WEALTH ADVISORS, LLC |
2026 Q3
|
10/9/2026 |
188
|
$880 M
|
| Breakwater Capital Group |
2026 Q3
|
10/9/2026 |
392
|
$840 M
|
| Financial Designs Corp |
2026 Q3
|
10/9/2026 |
39
|
$190 M
|
| Post Resch Tallon Group Inc. |
2026 Q3
|
10/9/2026 |
138
|
$150 M
|
| Hardin Capital Partners, LLC |
2026 Q3
|
10/9/2026 |
147
|
$200 M
|
| Prosperity Planning, Inc. |
2026 Q3
|
10/9/2026 |
119
|
$450 M
|
| CHAPIN DAVIS, INC. |
2026 Q3
|
10/9/2026 |
258
|
$520 M
|
| Legacy Wealth Asset Management, LLC |
2026 Q3
|
10/9/2026 |
357
|
$460 M
|
| Hummer Financial Advisory Services Inc |
2026 Q3
|
10/9/2026 |
127
|
$150 M
|
| Graves Light Lenhart Wealth, Inc. |
2026 Q3
|
10/9/2026 |
196
|
$1.1 B
|
| Vilga Financial Planning LLC |
2026 Q3
|
10/9/2026 |
102
|
$170 M
|
| CYPRESS ASSET MANAGEMENT INC/TX |
2026 Q3
|
10/9/2026 |
107
|
$510 M
|
| McNaughton Wealth Management, LLC |
2026 Q3
|
10/9/2026 |
75
|
$290 M
|
| M.E. ALLISON & CO., INC. |
2026 Q3
|
10/9/2026 |
192
|
$180 M
|
| Shelter Rock Management, LLC |
2026 Q3
|
10/9/2026 |
39
|
$110 M
|
| Pioneer Wealth Management Group |
2026 Q3
|
10/9/2026 |
56
|
$420 M
|
| TLWM |
2026 Q3
|
10/9/2026 |
74
|
$630 M
|
| Sunburst Financial Group, LLC |
2026 Q3
|
10/9/2026 |
136
|
$630 M
|
| Davies Financial Advisors, Inc. |
2026 Q3
|
10/9/2026 |
1
|
$0
|
| DLK Investment Management, LLC |
2026 Q3
|
10/9/2026 |
99
|
$270 M
|
| Retireful, LLC |
2026 Q3
|
10/9/2026 |
86
|
$120 M
|
| Shira Ridge Wealth Management |
2026 Q3
|
10/9/2026 |
83
|
$290 M
|
| Ledgewood Wealth Advisors, LLC |
2026 Q3
|
10/9/2026 |
73
|
$180 M
|
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC |
2026 Q3
|
10/9/2026 |
36
|
$170 M
|
| Go Invest LLC |
2026 Q3
|
10/9/2026 |
104
|
$470 M
|
| Monument Capital Management |
2026 Q3
|
10/9/2026 |
255
|
$480 M
|
| Longview Financial Advisors, Inc. |
2026 Q3
|
10/9/2026 |
46
|
$170 M
|
| ACT WEALTH MANAGEMENT, LLC |
2026 Q3
|
10/9/2026 |
65
|
$340 M
|
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
2026 Q3
|
10/9/2026 |
136
|
$700 M
|
| Attessa Capital LLC |
2026 Q3
|
10/9/2026 |
49
|
$230 M
|
| MKD WEALTH COACHES, LLC |
2026 Q3
|
10/9/2026 |
34
|
$120 M
|
| LifeGoal Investments, LLC |
2026 Q3
|
10/9/2026 |
213
|
$330 M
|
| Whitaker-Myers Wealth Managers, LTD. |
2026 Q3
|
10/9/2026 |
123
|
$610 M
|
| FINANCIAL MANAGEMENT NETWORK INC |
2026 Q3
|
10/9/2026 |
209
|
$690 M
|
| Investment Partners Asset Management, Inc. |
2026 Q3
|
10/9/2026 |
175
|
$190 M
|
| SPRING CAPITAL MANAGEMENT, LLC |
2026 Q3
|
10/9/2026 |
56
|
$210 M
|
| Sincerus Advisory, LLC |
2026 Q3
|
10/9/2026 |
87
|
$150 M
|
| STABLEFORD CAPITAL II LLC |
2026 Q3
|
10/9/2026 |
144
|
$290 M
|
| Pacifica Partners Inc. |
2026 Q3
|
10/9/2026 |
427
|
$330 M
|
| Emergent Wealth Advisors, LLC |
2026 Q3
|
10/9/2026 |
124
|
$190 M
|
| Barden Capital Management, Inc. |
2026 Q3
|
10/9/2026 |
58
|
$110 M
|
| MFG WEALTH MANAGEMENT, INC. |
2026 Q3
|
10/9/2026 |
62
|
$140 M
|
| CAZ INVESTMENTS LP |
2026 Q2 - NEW HOLDINGS
|
10/9/2026 |
61
|
$480 M
|
| Trinity Financial Advisors LLC |
2026 Q3
|
10/9/2026 |
99
|
$390 M
|
| TrueWealth Advisors, LLC |
2026 Q3
|
10/9/2026 |
240
|
$450 M
|
| Deane Retirement Strategies, Inc. |
2026 Q3
|
10/9/2026 |
53
|
$240 M
|
| CoreCap Advisors, LLC |
2026 Q3
|
10/8/2026 |
3,146
|
$3.5 B
|
| ATWOOD & PALMER INC |
2026 Q3
|
10/8/2026 |
496
|
$1.9 B
|
| Kure Advisory, LLC |
2026 Q3
|
10/8/2026 |
62
|
$220 M
|
| ZEVENBERGEN CAPITAL INVESTMENTS LLC |
2026 Q3
|
10/8/2026 |
189
|
$4.4 B
|
| Fenimore Asset Management Inc |
2026 Q3
|
10/8/2026 |
93
|
$4.6 B
|
| Adams Asset Advisors, LLC |
2026 Q3
|
10/8/2026 |
94
|
$980 M
|
| SAPIENT CAPITAL LLC |
2026 Q3
|
10/8/2026 |
392
|
$7.4 B
|
| Westwind Capital |
2026 Q3
|
10/8/2026 |
87
|
$430 M
|
| BRIGHTON SECURITIES CORP. |
2026 Q3
|
10/8/2026 |
48
|
$240 M
|
| Overbrook Management Corp |
2026 Q3
|
10/8/2026 |
53
|
$640 M
|
| Hiley Hunt Wealth Management |
2026 Q3
|
10/8/2026 |
49
|
$260 M
|
| REX Advisers, LLC |
2026 Q3
|
10/8/2026 |
66
|
$21 M
|
| MTCO Ltd. |
2026 Q3
|
10/8/2026 |
6
|
$160 M
|
| Farther Finance Advisors, LLC |
2026 Q3
|
10/8/2026 |
6,201
|
$14 B
|
| Robert Bosch GmbH |
2026 Q3
|
10/8/2026 |
3
|
$150 M
|
| Meadowbrook Wealth Management, LLC |
2026 Q3
|
10/8/2026 |
72
|
$95 M
|
| Invariant Investment Management |
2026 Q3
|
10/8/2026 |
69
|
$170 M
|
| Conrad Siegel Investment Advisors, Inc. |
2026 Q3
|
10/8/2026 |
74
|
$620 M
|
| Hamilton Capital, LLC |
2026 Q3
|
10/8/2026 |
155
|
$1.8 B
|
| Independence Financial Advisors, LLC |
2026 Q3
|
10/8/2026 |
55
|
$400 M
|
| BONNESS ENTERPRISES INC |
2026 Q3
|
10/8/2026 |
59
|
$310 M
|
| Davis Capital Management |
2026 Q3
|
10/8/2026 |
1,175
|
$170 M
|
| Factor Wealth Management LTD |
2026 Q3
|
10/8/2026 |
163
|
$650 M
|
| Financial Enhancement Group LLC |
2026 Q3
|
10/8/2026 |
140
|
$870 M
|
| Green Alpha Advisors, LLC |
2026 Q3
|
10/8/2026 |
110
|
$150 M
|
| ZynergyRetirementPlanningLLC |
2026 Q3
|
10/8/2026 |
25
|
$190 M
|
| Horrell Capital Management, Inc. |
2026 Q3
|
10/8/2026 |
197
|
$190 M
|
| Wisconsin Wealth Advisors, LLC |
2026 Q3
|
10/8/2026 |
84
|
$120 M
|
| PROFESSIONAL ADVISORY SERVICES INC |
2026 Q3
|
10/8/2026 |
90
|
$840 M
|
| Midwest Financial Partners Investments, Inc. |
2026 Q3
|
10/8/2026 |
80
|
$260 M
|
| Two Creeks Capital Management, LP |
2026 Q3
|
10/8/2026 |
1
|
$0
|
| Bell Asset Management Ltd |
2026 Q3
|
10/8/2026 |
68
|
$280 M
|
| Grove Bank & Trust |
2026 Q3
|
10/8/2026 |
1,086
|
$1.0 B
|
| Galvin, Gaustad & Stein, LLC |
2026 Q3
|
10/8/2026 |
257
|
$1.3 B
|
| Dorato Capital Management |
2026 Q3
|
10/8/2026 |
254
|
$150 M
|
| GAMMA Investing LLC |
2026 Q3
|
10/8/2026 |
4,329
|
$3.0 B
|
| Michael J. Porro & Co. Financial Advisors, Inc. |
2025 Q4
|
10/8/2026 |
130
|
$120 M
|
| Allen Mooney & Barnes Investment Advisors LLC |
2026 Q3
|
10/8/2026 |
158
|
$670 M
|
| TOTH FINANCIAL ADVISORY CORP |
2026 Q3
|
10/8/2026 |
1,024
|
$1.0 B
|
| Kessler Investment Group, LLC |
2026 Q3
|
10/8/2026 |
82
|
$210 M
|
| Whalen Wealth Management Inc. |
2026 Q3
|
10/8/2026 |
203
|
$230 M
|
| Kaydan Wealth Management, Inc. |
2026 Q3
|
10/8/2026 |
116
|
$290 M
|
| New Covenant Trust Company, N.A. |
2026 Q3
|
10/8/2026 |
111
|
$140 M
|
| Quintet Private Bank (Europe) S.A. |
2026 Q3
|
10/8/2026 |
192
|
$2.3 B
|
| Everhart Financial Group, Inc. |
2026 Q3
|
10/8/2026 |
495
|
$1.6 B
|
| Gradient Investments LLC |
2026 Q3
|
10/8/2026 |
457
|
$7.0 B
|