| Avidian Wealth Enterprises, LLC |
2026 Q3
|
10/8/2026 |
753
|
$3.6 B
|
| Nipun Capital, L.P. |
2026 Q3
|
10/8/2026 |
9
|
$220 M
|
| Deeter Investments LLP |
2026 Q2
|
10/8/2026 |
97
|
$720 M
|
| Ebert Capital Management Inc. |
2026 Q3
|
10/8/2026 |
29
|
$120 M
|
| Strategic Financial Group, LLC |
2026 Q3
|
10/8/2026 |
20
|
$100 M
|
| Valeo Financial Advisors, LLC |
2026 Q3
|
10/8/2026 |
872
|
$4.7 B
|
| Leverty Financial Group, LLC |
2026 Q3
|
10/8/2026 |
48
|
$550 M
|
| Veracity Capital LLC |
2026 Q3
|
10/8/2026 |
222
|
$370 M
|
| VISTA INVESTMENT PARTNERS LLC |
2026 Q3
|
10/8/2026 |
166
|
$380 M
|
| BURR FINANCIAL SERVICES, LLC |
2026 Q3
|
10/8/2026 |
26
|
$160 M
|
| Plan A Wealth LLC |
2026 Q3
|
10/8/2026 |
203
|
$280 M
|
| LWM ADVISORS INC |
2026 Q3
|
10/8/2026 |
44
|
$130 M
|
| Gridiron Partners, LLC |
2026 Q3
|
10/8/2026 |
52
|
$200 M
|
| Tactive Advisors, LLC |
2026 Q3
|
10/8/2026 |
281
|
$420 M
|
| Peterson Wealth Advisors, LLC |
2026 Q3
|
10/8/2026 |
116
|
$860 M
|
| Dickmeyer Boyce Financial Management, Inc. |
2026 Q3
|
10/8/2026 |
127
|
$200 M
|
| Aletheian Wealth Advisors LLC |
2026 Q3
|
10/8/2026 |
113
|
$250 M
|
| Apeiron RIA LLC |
2026 Q3
|
10/8/2026 |
136
|
$440 M
|
| YHB Investment Advisors, Inc. |
2026 Q3
|
10/8/2026 |
314
|
$1.6 B
|
| TITLEIST ASSET MANAGEMENT, LLC |
2026 Q3
|
10/8/2026 |
428
|
$1.5 B
|
| Apella Capital, LLC |
2026 Q3
|
10/8/2026 |
857
|
$7.9 B
|
| DIVERSIFIED MANAGEMENT INC |
2026 Q3
|
10/8/2026 |
236
|
$570 M
|
| Green Ridge Wealth Planning LLC |
2026 Q3
|
10/8/2026 |
88
|
$250 M
|
| Keystone Financial Planning, Inc. |
2026 Q3
|
10/8/2026 |
39
|
$400 M
|
| Acropolis Investment Management, LLC |
2026 Q3
|
10/8/2026 |
379
|
$2.5 B
|
| First Heartland Consultants, Inc. |
2026 Q3
|
10/8/2026 |
593
|
$1.5 B
|
| Artemis Investment Management LLP |
2026 Q3
|
10/8/2026 |
200
|
$11 B
|
| Hamlin Capital Management, LLC |
2026 Q3
|
10/8/2026 |
28
|
$4.0 B
|
| Lee, Kelleher & Klein Wealth Management |
2026 Q3
|
10/8/2026 |
48
|
$190 M
|
| Mn Services Vermogensbeheer B.V. |
2026 Q3
|
10/8/2026 |
428
|
$13 B
|
| Prota Financial, LLC |
2026 Q3
|
10/8/2026 |
69
|
$160 M
|
| Neumann Advisory Hong Kong Ltd |
2026 Q3
|
10/8/2026 |
5
|
$310 M
|
| Ayalon Insurance Comp Ltd. |
2026 Q3
|
10/8/2026 |
70
|
$1.2 B
|
| Ausbil Investment Management Ltd |
2026 Q3
|
10/8/2026 |
66
|
$200 M
|
| Buska Wealth Management, LLC |
2026 Q3
|
10/8/2026 |
75
|
$290 M
|
| CHICKASAW CAPITAL MANAGEMENT LLC |
2026 Q3
|
10/8/2026 |
95
|
$2.8 B
|
| City Center Advisors, LLC |
2026 Q3
|
10/8/2026 |
185
|
$130 M
|
| Vann Equity Management LLC |
2026 Q3
|
10/8/2026 |
174
|
$170 M
|
| ALKEME WEALTH, LLC |
2026 Q3
|
10/8/2026 |
100
|
$270 M
|
| HWG Holdings LP |
2026 Q3
|
10/8/2026 |
46
|
$430 M
|
| Rye Brook Capital LLC |
2026 Q3
|
10/7/2026 |
40
|
$150 k
|
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC |
2026 Q3
|
10/7/2026 |
118
|
$170 M
|
| MFA WEALTH ADVISORS, LLC |
2026 Q3
|
10/7/2026 |
93
|
$590 M
|
| DECISION INVESTMENTS, INC |
2026 Q3
|
10/7/2026 |
146
|
$110 M
|
| Wealth Enhancement Trust Services, Inc. |
2026 Q3
|
10/7/2026 |
1,120
|
$940 M
|
| Echo45 Advisors LLC |
2026 Q3
|
10/7/2026 |
120
|
$220 M
|
| OxenFree Capital LLC |
2026 Q3
|
10/7/2026 |
57
|
$230 M
|
| Investors Research Corp |
2026 Q3
|
10/7/2026 |
790
|
$570 M
|
| RHODES INVESTMENT ADVISORS INC /ADV |
2026 Q3
|
10/7/2026 |
124
|
$140 M
|
| Greenfield Savings Bank |
2026 Q3
|
10/7/2026 |
147
|
$260 M
|
| Cassilly Financial Group LLC |
2026 Q3
|
10/7/2026 |
78
|
$150 M
|
| Spectrum Advisors, Inc. |
2026 Q2
|
10/7/2026 |
55
|
$140 M
|
| Baring Financial LLC |
2026 Q3
|
10/7/2026 |
88
|
$190 M
|
| Bath Savings Trust Co |
2026 Q3
|
10/7/2026 |
281
|
$970 M
|
| Boston Standard Wealth Management, LLC |
2026 Q3
|
10/7/2026 |
57
|
$700 M
|
| Persium Advisors, LLC |
2026 Q3
|
10/7/2026 |
70
|
$190 M
|
| EPIQ PARTNERS, LLC |
2026 Q3
|
10/7/2026 |
99
|
$230 M
|
| Whitcomb & Hess, Inc. |
2026 Q3
|
10/7/2026 |
65
|
$470 M
|
| Canandaigua National Trust Co of Florida |
2026 Q3
|
10/7/2026 |
143
|
$180 M
|
| Family Legacy Financial Solutions, LLC |
2026 Q3
|
10/7/2026 |
51
|
$170 M
|
| CANANDAIGUA NATIONAL BANK & TRUST CO |
2026 Q3
|
10/7/2026 |
310
|
$1.2 B
|
| Exchange Bank |
2026 Q3
|
10/7/2026 |
203
|
$160 M
|
| Cooper Financial Group |
2026 Q3
|
10/7/2026 |
450
|
$1.3 B
|
| Elm3 Financial Group, LLC |
2026 Q3
|
10/7/2026 |
150
|
$150 M
|
| STEPH & CO |
2026 Q3
|
10/7/2026 |
279
|
$390 M
|
| KFA Private Wealth Group, LLC |
2026 Q3
|
10/7/2026 |
157
|
$430 M
|
| Dominguez Wealth Management Solutions, Inc. |
2026 Q3
|
10/7/2026 |
76
|
$180 M
|
| ELEVATION WEALTH PARTNERS, LLC |
2026 Q3
|
10/7/2026 |
1,342
|
$360 M
|
| Retirement Wealth Solutions LLC |
2026 Q3
|
10/7/2026 |
907
|
$190 M
|
| Cox Capital Mgt LLC |
2026 Q3
|
10/7/2026 |
74
|
$180 M
|
| Red Spruce Capital, LLC |
2026 Q3
|
10/7/2026 |
94
|
$280 M
|
| JP Wealth Management, Inc. |
2026 Q3
|
10/7/2026 |
14
|
$160 M
|
| MJT & Associates Financial Advisory Group, Inc. |
2026 Q3
|
10/7/2026 |
437
|
$150 M
|
| Venture Visionary Partners LLC |
2026 Q3
|
10/7/2026 |
737
|
$3.8 B
|
| Elm Partners Management LLC |
2026 Q2 - RESTATEMENT
|
10/7/2026 |
160
|
$3.4 B
|
| Elm Partners Management LLC |
2025 Q4 - RESTATEMENT
|
10/7/2026 |
154
|
$2.7 B
|
| Elm Partners Management LLC |
2025 Q3 - RESTATEMENT
|
10/7/2026 |
149
|
$2.5 B
|
| Elm Partners Management LLC |
2025 Q2 - RESTATEMENT
|
10/7/2026 |
101
|
$2.1 B
|
| Crumly & Associates Inc. |
2026 Q3
|
10/7/2026 |
207
|
$560 M
|
| Asempa Wealth Advisors |
2026 Q3
|
10/7/2026 |
120
|
$130 M
|
| FIRST COMMUNITY TRUST NA |
2026 Q3
|
10/7/2026 |
338
|
$300 M
|
| LEGACY SOLUTIONS, LLC |
2026 Q3
|
10/7/2026 |
91
|
$130 M
|
| Pathway Financial Advisors LLC |
2026 Q3
|
10/7/2026 |
128
|
$910 M
|
| Mendota Financial Group, LLC |
2026 Q3
|
10/7/2026 |
32
|
$160 M
|
| Great Waters Wealth Management |
2026 Q3
|
10/7/2026 |
131
|
$1.1 B
|
| Weaver Consulting Group |
2026 Q3
|
10/7/2026 |
305
|
$510 M
|
| WALLER FINANCIAL PLANNING GROUP, INC |
2026 Q3
|
10/7/2026 |
80
|
$490 M
|
| Elm Partners Management LLC |
2025 Q1 - RESTATEMENT
|
10/7/2026 |
70
|
$1.9 B
|
| Todd Wealth Management, LLC |
2026 Q2
|
10/7/2026 |
112
|
$130 M
|
| SigFig Wealth Management, LLC |
2026 Q3
|
10/7/2026 |
150
|
$4.0 B
|
| McAlister, Sweet & Associates, Inc. |
2026 Q3
|
10/7/2026 |
35
|
$160 M
|
| American National Bank of Texas |
2026 Q3
|
10/7/2026 |
58
|
$110 M
|
| ARMSTRONG HENRY H ASSOCIATES INC |
2026 Q3
|
10/7/2026 |
61
|
$1.1 B
|
| AMERICAN NATIONAL BANK & TRUST |
2026 Q3
|
10/7/2026 |
618
|
$1.1 B
|
| Worth Asset Management, LLC |
2026 Q3
|
10/7/2026 |
738
|
$340 M
|
| Todd Wealth Management, LLC |
2026 Q1
|
10/7/2026 |
106
|
$110 M
|
| Matrix Trust Co |
2026 Q3
|
10/7/2026 |
102
|
$690 k
|
| KWMG, LLC |
2026 Q3
|
10/7/2026 |
155
|
$1.4 B
|
| PFW Advisors LLC |
2026 Q3
|
10/7/2026 |
122
|
$340 M
|
| Lake Hills Wealth Management, LLC |
2026 Q3
|
10/7/2026 |
62
|
$220 M
|