| Aventura Private Wealth, LLC |
2025 Q4
|
1/7/2026 |
859
|
$280 M
|
| Innova Wealth Partners |
2025 Q4
|
1/7/2026 |
151
|
$200 M
|
| VERITY Wealth Advisors |
2025 Q4
|
1/7/2026 |
82
|
$160 M
|
| Emeth Value Capital, LLC |
2025 Q4
|
1/7/2026 |
4
|
$81 M
|
| Fragasso Financial Advisors Inc |
2025 Q4
|
1/7/2026 |
297
|
$1.7 B
|
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. |
2025 Q4
|
1/7/2026 |
41
|
$170 M
|
| BALDWIN WEALTH PARTNERS LLC/MA |
2025 Q4
|
1/7/2026 |
292
|
$1.6 B
|
| Noble Family Wealth, LLC |
2025 Q4
|
1/7/2026 |
80
|
$470 M
|
| Holistic Financial Partners |
2025 Q4
|
1/7/2026 |
136
|
$280 M
|
| Lake Hills Wealth Management, LLC |
2025 Q4
|
1/7/2026 |
58
|
$190 M
|
| Norman Fields, Gottscho Capital Management, LLC |
2025 Q4
|
1/7/2026 |
61
|
$310 M
|
| IAM Advisory, LLC |
2025 Q4
|
1/7/2026 |
104
|
$450 M
|
| Hilltop National Bank |
2025 Q4
|
1/7/2026 |
1,040
|
$410 M
|
| Melone Private Wealth, LLC |
2025 Q4
|
1/7/2026 |
58
|
$240 M
|
| Lakeridge Wealth Management LLC |
2025 Q4
|
1/7/2026 |
156
|
$220 M
|
| Next Level Private LLC |
2025 Q4
|
1/7/2026 |
161
|
$380 M
|
| IMPACTfolio, LLC |
2025 Q4
|
1/7/2026 |
36
|
$240 M
|
| Exeter Financial, LLC |
2025 Q4
|
1/7/2026 |
97
|
$240 M
|
| Baring Financial LLC |
2025 Q4
|
1/7/2026 |
70
|
$160 M
|
| Envision Financial LLC |
2025 Q4
|
1/7/2026 |
42
|
$190 M
|
| EPIQ PARTNERS, LLC |
2025 Q4
|
1/7/2026 |
75
|
$210 M
|
| Gilbert & Cook, Inc. |
2025 Q4
|
1/7/2026 |
220
|
$800 M
|
| DecisionMap Wealth Management, LLC |
2025 Q4
|
1/7/2026 |
134
|
$160 M
|
| Marotta Asset Management |
2025 Q4
|
1/7/2026 |
102
|
$540 M
|
| BCGM Wealth Management, LLC |
2025 Q4
|
1/7/2026 |
175
|
$390 M
|
| Vigilare Wealth Management |
2025 Q4
|
1/7/2026 |
116
|
$300 M
|
| St. Louis Financial Planners Asset Management, LLC |
2025 Q4
|
1/7/2026 |
43
|
$160 M
|
| SAGESPRING WEALTH PARTNERS, LLC |
2025 Q4
|
1/7/2026 |
783
|
$5.5 B
|
| Covea Finance |
2025 Q4
|
1/7/2026 |
128
|
$3.0 B
|
| BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT |
2025 Q4
|
1/7/2026 |
1
|
$51 M
|
| PRECEDENT WEALTH PARTNERS, LLC |
2025 Q4
|
1/7/2026 |
171
|
$480 M
|
| KFA Private Wealth Group, LLC |
2025 Q4
|
1/7/2026 |
151
|
$410 M
|
| WESPAC Advisors SoCal, LLC |
2025 Q4
|
1/7/2026 |
110
|
$500 M
|
| Corsicana & Co. |
2025 Q4
|
1/7/2026 |
259
|
$180 M
|
| PRIVATE CLIENT SERVICES, LLC |
2025 Q4
|
1/7/2026 |
193
|
$320 M
|
| Sulzberger Capital Advisors, Inc. |
2025 Q4
|
1/7/2026 |
52
|
$99 M
|
| AAFMAA Wealth Management & Trust LLC |
2025 Q4
|
1/7/2026 |
122
|
$260 M
|
| Stonekeep Investments, LLC |
2025 Q4 - RESTATEMENT
|
1/7/2026 |
61
|
$160 k
|
| Yeomans Consulting Group, Inc. |
2025 Q4
|
1/7/2026 |
113
|
$340 M
|
| Stonekeep Investments, LLC |
2025 Q4
|
1/7/2026 |
11
|
$3.2 k
|
| RIVERSEDGE ADVISORS, LLC |
2025 Q4
|
1/7/2026 |
214
|
$620 M
|
| Capital Advantage, Inc. |
2025 Q4
|
1/7/2026 |
149
|
$740 M
|
| TrueWealth Advisors, LLC |
2025 Q4
|
1/7/2026 |
241
|
$390 M
|
| TruWealth Advisors, LLC |
2025 Q4
|
1/7/2026 |
182
|
$2.0 B
|
| TCP Asset Management, LLC |
2025 Q4
|
1/7/2026 |
111
|
$590 M
|
| Bay Rivers Group |
2025 Q4
|
1/7/2026 |
97
|
$250 M
|
| PUFF WEALTH MANAGEMENT, LLC |
2025 Q4
|
1/7/2026 |
70
|
$77 M
|
| MFG WEALTH MANAGEMENT, INC. |
2025 Q4
|
1/7/2026 |
61
|
$130 M
|
| WINEBRENNER CAPITAL MANAGEMENT LLC |
2025 Q4
|
1/7/2026 |
138
|
$150 M
|
| Sterling Manor Financial, LLC |
2025 Q4
|
1/7/2026 |
35
|
$160 M
|
| Everhart Financial Group, Inc. |
2025 Q4
|
1/7/2026 |
417
|
$1.1 B
|
| Platt Investment Counsel, LLC |
2025 Q4
|
1/7/2026 |
12
|
$140 M
|
| QP WEALTH MANAGEMENT, LLC |
2025 Q4
|
1/7/2026 |
105
|
$110 M
|
| Central Pacific Bank - Trust Division |
2025 Q4
|
1/6/2026 |
923
|
$820 M
|
| GoalFusion Wealth Management, LLC |
2025 Q4
|
1/6/2026 |
27
|
$220 M
|
| RDA Financial Network |
2025 Q4
|
1/6/2026 |
265
|
$420 M
|
| CLARK FINANCIAL SERVICES GROUP INC /BD |
2025 Q4
|
1/6/2026 |
170
|
$190 M
|
| COLLECTIVE FAMILY OFFICE LLC |
2025 Q4
|
1/6/2026 |
156
|
$440 M
|
| ARMSTRONG HENRY H ASSOCIATES INC |
2025 Q4
|
1/6/2026 |
63
|
$1.1 B
|
| Sage Capital Advisors,llc |
2025 Q4
|
1/6/2026 |
128
|
$420 M
|
| WealthCare Investment Partners, LLC |
2025 Q4
|
1/6/2026 |
183
|
$340 M
|
| Iowa State Bank |
2025 Q4
|
1/6/2026 |
126
|
$530 M
|
| Paradiem, LLC |
2025 Q4
|
1/6/2026 |
57
|
$420 M
|
| Safir Wealth Advisors, LLC |
2025 Q4
|
1/6/2026 |
17
|
$140 M
|
| Penbrook Management LLC |
2025 Q4
|
1/6/2026 |
97
|
$140 M
|
| LPWM LLC |
2025 Q4
|
1/6/2026 |
87
|
$400 M
|
| Ransom Advisory, Ltd |
2025 Q4
|
1/6/2026 |
433
|
$250 M
|
| Fulcrum Equity Management |
2025 Q4
|
1/6/2026 |
117
|
$100 M
|
| General Partner, Inc. |
2025 Q4
|
1/6/2026 |
260
|
$180 M
|
| Werlinich Asset Management, LLC |
2025 Q4
|
1/6/2026 |
59
|
$200 M
|
| GREAT OAK CAPITAL PARTNERS, LLC |
2025 Q4
|
1/6/2026 |
44
|
$400 M
|
| ABNER HERRMAN & BROCK LLC |
2025 Q4
|
1/6/2026 |
115
|
$980 k
|
| EHRLICH FINANCIAL GROUP |
2025 Q4
|
1/6/2026 |
110
|
$180 M
|
| EAGLE WEALTH STRATEGIES LLC |
2025 Q4
|
1/6/2026 |
114
|
$210 M
|
| Renaissance Investment Group LLC |
2025 Q4
|
1/6/2026 |
78
|
$500 M
|
| Davis Investment Partners, LLC |
2025 Q4
|
1/6/2026 |
152
|
$290 M
|
| Chemistry Wealth Management LLC |
2025 Q4
|
1/6/2026 |
200
|
$530 M
|
| ShankerValleau Wealth Advisors, Inc. |
2025 Q4
|
1/6/2026 |
41
|
$370 M
|
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP |
2025 Q4
|
1/6/2026 |
88
|
$170 M
|
| TUCKER ASSET MANAGEMENT LLC |
2025 Q3
|
1/6/2026 |
313
|
$330 M
|
| OMC Financial Services LTD |
2025 Q4
|
1/6/2026 |
66
|
$270 M
|
| Mallini Complete Financial Planning LLC |
2025 Q4
|
1/6/2026 |
62
|
$120 M
|
| FARMERS TRUST CO |
2025 Q4
|
1/6/2026 |
196
|
$610 M
|
| TUCKER ASSET MANAGEMENT LLC |
2025 Q2
|
1/6/2026 |
294
|
$310 M
|
| Fulcrum Equity Management |
2025 Q3
|
1/6/2026 |
94
|
$99 M
|
| TUCKER ASSET MANAGEMENT LLC |
2025 Q1
|
1/6/2026 |
304
|
$310 M
|
| Cannae Holdings, Inc. |
2025 Q4
|
1/6/2026 |
2
|
$80 M
|
| Sanctuary Advisors, LLC |
2025 Q3
|
1/6/2026 |
2,357
|
$15 B
|
| Sanctuary Advisors, LLC |
2025 Q2
|
1/6/2026 |
2,357
|
$16 B
|
| Freedom Financial Partners LLC |
2025 Q4
|
1/6/2026 |
87
|
$270 M
|
| Addis & Hill, Inc |
2025 Q4
|
1/6/2026 |
27
|
$170 M
|
| Barden Capital Management, Inc. |
2025 Q4
|
1/6/2026 |
56
|
$120 M
|
| Attessa Capital LLC |
2025 Q4
|
1/6/2026 |
32
|
$180 M
|
| Legacy Financial Group LLC |
2025 Q3
|
1/6/2026 |
117
|
$760 M
|
| Avior Wealth Management, LLC |
2025 Q4
|
1/6/2026 |
739
|
$3.2 B
|
| Hoffman, Alan N Investment Management |
2025 Q4
|
1/6/2026 |
15
|
$180 M
|
| JBGlobal.com LLC |
2025 Q4
|
1/6/2026 |
19
|
$79 M
|
| Asset Value Investors Ltd |
2025 Q4
|
1/6/2026 |
3
|
$120 M
|
| Beacon Wealthcare LLC |
2025 Q4
|
1/6/2026 |
24
|
$290 M
|
| Sanctuary Advisors, LLC |
2025 Q1
|
1/6/2026 |
2,183
|
$14 B
|