| NOVEM GROUP |
2026 Q1
|
4/13/2026 |
920
|
$870 M
|
| Cerro Pacific Wealth Advisors LLC |
2026 Q1
|
4/13/2026 |
159
|
$380 M
|
| Sterling Manor Financial, LLC |
2026 Q1
|
4/13/2026 |
39
|
$160 M
|
| Marshall Financial Group, LLC |
2026 Q1
|
4/13/2026 |
293
|
$620 M
|
| Financial Advisory Corp |
2026 Q1
|
4/13/2026 |
51
|
$720 M
|
| RTD Financial Advisors, Inc. |
2026 Q1
|
4/13/2026 |
114
|
$810 M
|
| Revolve Wealth Partners, LLC |
2026 Q1
|
4/13/2026 |
230
|
$770 M
|
| Oak Thistle LLC |
2026 Q1
|
4/13/2026 |
452
|
$1.0 B
|
| Integris Wealth Management, LLC |
2026 Q1
|
4/13/2026 |
124
|
$440 M
|
| Financial Partners Group, Inc |
2026 Q1
|
4/13/2026 |
227
|
$840 M
|
| Capital Advantage, Inc. |
2026 Q1
|
4/13/2026 |
145
|
$760 M
|
| YHB Investment Advisors, Inc. |
2026 Q1
|
4/13/2026 |
298
|
$1.4 B
|
| PartnerRe Asset Management CORP |
2026 Q1
|
4/13/2026 |
2
|
$140 M
|
| Cyndeo Wealth Partners, LLC |
2026 Q1
|
4/13/2026 |
478
|
$1.9 B
|
| Parkwoods Wealth Partners, LLC |
2026 Q1
|
4/13/2026 |
115
|
$410 M
|
| Trust Co |
2026 Q1
|
4/13/2026 |
907
|
$1.1 B
|
| JCIC Asset Management Inc. |
2026 Q1
|
4/13/2026 |
113
|
$330 M
|
| IFP Advisors, Inc |
2026 Q1
|
4/13/2026 |
5,032
|
$4.8 B
|
| Cordant, Inc. |
2026 Q1
|
4/13/2026 |
75
|
$250 M
|
| Cascade Investment Advisors, Inc. |
2026 Q1
|
4/13/2026 |
116
|
$170 M
|
| FWG Holdings, LLC |
2026 Q1
|
4/13/2026 |
125
|
$260 M
|
| Foster Group, Inc. |
2026 Q1
|
4/13/2026 |
284
|
$3.4 B
|
| TradeWell Securities, LLC. |
2026 Q1
|
4/13/2026 |
50
|
$240 M
|
| Ledgewood Wealth Advisors, LLC |
2026 Q1
|
4/13/2026 |
73
|
$180 M
|
| 5T Wealth, LLC |
2026 Q1
|
4/13/2026 |
129
|
$250 M
|
| Whalen Wealth Management Inc. |
2026 Q1
|
4/13/2026 |
174
|
$190 M
|
| LAKE STREET PRIVATE WEALTH, LLC |
2026 Q1
|
4/13/2026 |
270
|
$790 M
|
| HIGHLAND CAPITAL MANAGEMENT, LLC |
2026 Q1
|
4/13/2026 |
418
|
$1.9 B
|
| Cypress Point Wealth Management, LLC |
2026 Q1
|
4/13/2026 |
123
|
$460 M
|
| Conrad Siegel Investment Advisors, Inc. |
2026 Q1
|
4/13/2026 |
63
|
$550 M
|
| Wiser Wealth Management, Inc |
2026 Q1
|
4/13/2026 |
58
|
$460 M
|
| SPRING CAPITAL MANAGEMENT, LLC |
2026 Q1
|
4/13/2026 |
49
|
$200 M
|
| Boyce & Associates Wealth Consulting, Inc. |
2026 Q1
|
4/13/2026 |
80
|
$130 M
|
| Rydar Equities, Inc. |
2026 Q1
|
4/13/2026 |
92
|
$130 M
|
| Clayton Financial Group LLC |
2026 Q1
|
4/13/2026 |
630
|
$190 M
|
| Gridiron Partners, LLC |
2026 Q1
|
4/13/2026 |
47
|
$160 M
|
| Scharf Investments, LLC |
2026 Q1
|
4/13/2026 |
70
|
$3.2 B
|
| Buska Wealth Management, LLC |
2026 Q1
|
4/13/2026 |
74
|
$250 M
|
| Ullmann Wealth Partners Group, LLC |
2026 Q1
|
4/13/2026 |
156
|
$960 M
|
| GATEWAY INVESTMENT ADVISERS LLC |
2026 Q1
|
4/13/2026 |
684
|
$9.0 B
|
| Compass Ion Advisors, LLC |
2026 Q1
|
4/13/2026 |
398
|
$1.0 B
|
| Allen Mooney & Barnes Investment Advisors LLC |
2026 Q1
|
4/13/2026 |
159
|
$700 M
|
| CHICKASAW CAPITAL MANAGEMENT LLC |
2026 Q1
|
4/13/2026 |
95
|
$2.8 B
|
| Armstrong, Fleming & Moore, Inc |
2026 Q1
|
4/13/2026 |
108
|
$240 M
|
| Pettinga Financial Advisors LLC |
2026 Q1
|
4/13/2026 |
163
|
$530 M
|
| MLP3, LLC |
2026 Q1
|
4/13/2026 |
86
|
$91 M
|
| BFI Infinity Ltd. |
2026 Q1
|
4/13/2026 |
61
|
$180 M
|
| Chris Bulman Inc |
2026 Q1
|
4/13/2026 |
150
|
$230 M
|
| White Wing Wealth Management |
2026 Q1
|
4/13/2026 |
37
|
$170 M
|
| Bank & Trust Co |
2026 Q1
|
4/13/2026 |
304
|
$150 M
|
| Accelerate Investment Advisors LLC |
2026 Q1
|
4/13/2026 |
133
|
$150 M
|
| SALEM INVESTMENT COUNSELORS INC |
2026 Q1
|
4/13/2026 |
1,148
|
$2.8 B
|
| MOODY LYNN LIEBERSON & WALKER, LLC |
2026 Q1
|
4/13/2026 |
250
|
$1.8 B
|
| Wynn Capital, LLC |
2026 Q1
|
4/13/2026 |
107
|
$190 M
|
| TL Private Wealth |
2026 Q1
|
4/13/2026 |
44
|
$250 M
|
| GILL CAPITAL PARTNERS, LLC |
2026 Q1
|
4/13/2026 |
701
|
$350 M
|
| Harrington Investments, INC |
2026 Q1
|
4/13/2026 |
84
|
$190 M
|
| Thayer Financial, L.L.C. |
2026 Q1
|
4/13/2026 |
33
|
$98 M
|
| Baskin Financial Services Inc. |
2026 Q1
|
4/13/2026 |
53
|
$1.2 B
|
| HM PAYSON & CO |
2026 Q1
|
4/13/2026 |
1,600
|
$6.9 B
|
| Amplius Wealth Advisors, LLC |
2026 Q1
|
4/13/2026 |
175
|
$1.2 B
|
| Clark & Stuart, Inc |
2026 Q1
|
4/13/2026 |
49
|
$150 M
|
| BNC WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/13/2026 |
106
|
$360 M
|
| Perennial Advisors, LLC |
2026 Q1
|
4/13/2026 |
124
|
$590 M
|
| WOLFF WIESE MAGANA LLC |
2026 Q1
|
4/13/2026 |
983
|
$180 M
|
| MassMutual Private Wealth & Trust, FSB |
2026 Q1
|
4/13/2026 |
2,429
|
$3.7 B
|
| Stockman Wealth Management, Inc. |
2026 Q1
|
4/13/2026 |
178
|
$910 M
|
| Gradient Investments LLC |
2026 Q1
|
4/13/2026 |
420
|
$6.5 B
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
2026 Q1
|
4/13/2026 |
2,162
|
$1.6 B
|
| REINHART PARTNERS, LLC. |
2026 Q1
|
4/13/2026 |
70
|
$3.5 B
|
| Elm3 Financial Group, LLC |
2026 Q1
|
4/13/2026 |
117
|
$120 M
|
| Mallini Complete Financial Planning LLC |
2026 Q1
|
4/13/2026 |
61
|
$130 M
|
| JACKSON SQUARE CAPITAL, LLC |
2026 Q1
|
4/13/2026 |
129
|
$480 M
|
| COMMUNITY TRUST & INVESTMENT CO |
2026 Q1
|
4/13/2026 |
260
|
$1.8 B
|
| FIRST HAWAIIAN BANK |
2026 Q1
|
4/13/2026 |
136
|
$720 M
|
| IRONWOOD WEALTH MANAGEMENT, INC. |
2026 Q1
|
4/13/2026 |
31
|
$220 M
|
| WEDGE CAPITAL MANAGEMENT L L P/NC |
2026 Q1
|
4/13/2026 |
527
|
$5.4 B
|
| MATHER GROUP, LLC. |
2026 Q1
|
4/13/2026 |
1,905
|
$10 B
|
| Gibraltar Capital Management, Inc. |
2026 Q1
|
4/13/2026 |
126
|
$580 M
|
| Newman Dignan & Sheerar, Inc. |
2026 Q1
|
4/13/2026 |
192
|
$480 M
|
| John W. Brooker & Co., CPAs |
2026 Q1
|
4/13/2026 |
66
|
$63 M
|
| ARKANSAS FINANCIAL GROUP, INC. |
2026 Q1
|
4/13/2026 |
94
|
$720 M
|
| ADVOCATE GROUP LLC |
2026 Q1
|
4/13/2026 |
126
|
$640 M
|
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
2026 Q1
|
4/13/2026 |
106
|
$630 M
|
| Invariant Investment Management |
2026 Q1
|
4/13/2026 |
70
|
$160 M
|
| Midway Capital Research & Management |
2026 Q1
|
4/13/2026 |
117
|
$110 M
|
| Neumann Capital Management, LLC |
2026 Q1
|
4/13/2026 |
102
|
$340 M
|
| CJM Wealth Advisers, Ltd. |
2026 Q1
|
4/13/2026 |
72
|
$330 M
|
| MKD WEALTH COACHES, LLC |
2026 Q1
|
4/13/2026 |
28
|
$100 M
|
| Nvest Wealth Strategies, Inc. |
2026 Q1
|
4/13/2026 |
438
|
$140 M
|
| Lauer Wealth, LLC |
2026 Q1
|
4/13/2026 |
67
|
$130 M
|
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC |
2026 Q1
|
4/13/2026 |
32
|
$150 M
|
| Defender Capital, LLC. |
2026 Q1
|
4/13/2026 |
34
|
$280 M
|
| Robinhood Asset Management, LLC |
2026 Q1
|
4/13/2026 |
81
|
$1.4 B
|
| FIDUCIARY FINANCIAL GROUP, LLC |
2026 Q1
|
4/13/2026 |
345
|
$750 M
|
| Ayrshire Capital Management LLC |
2026 Q1
|
4/13/2026 |
50
|
$190 M
|
| Enclave Advisors LLC |
2026 Q1
|
4/13/2026 |
132
|
$730 M
|
| Mader & Shannon Wealth Management, Inc. |
2026 Q1
|
4/13/2026 |
20
|
$220 M
|
| Shira Ridge Wealth Management |
2026 Q1
|
4/13/2026 |
79
|
$250 M
|
| Kelly Financial Services LLC |
2026 Q1
|
4/13/2026 |
128
|
$410 M
|