| CULLEN INVESTMENT GROUP, LTD. |
2026 Q1
|
4/9/2026 |
179
|
$760 M
|
| Platt Investment Counsel, LLC |
2026 Q1
|
4/9/2026 |
13
|
$130 M
|
| PW Nova Financial Services LLC |
2025 Q4
|
4/9/2026 |
110
|
$260 M
|
| BUTENSKY & COHEN FINANCIAL SECURITY, INC |
2026 Q1
|
4/9/2026 |
132
|
$380 M
|
| P/E Global LLC |
2026 Q1
|
4/9/2026 |
7
|
$1.3 B
|
| Meriwether Wealth & Planning, LLC |
2026 Q1
|
4/9/2026 |
126
|
$180 M
|
| KWMG, LLC |
2026 Q1
|
4/9/2026 |
147
|
$1.2 B
|
| Avior Wealth Management, LLC |
2026 Q1
|
4/9/2026 |
825
|
$3.5 B
|
| American National Bank of Texas |
2026 Q1
|
4/9/2026 |
63
|
$100 M
|
| FIRETHORN WEALTH PARTNERS, LLC |
2026 Q1
|
4/9/2026 |
191
|
$270 M
|
| Noble Family Wealth, LLC |
2026 Q1
|
4/9/2026 |
76
|
$480 M
|
| Crocodile Capital Partners GmbH |
2026 Q1
|
4/9/2026 |
12
|
$140 M
|
| Planned Solutions, Inc. |
2026 Q1
|
4/9/2026 |
139
|
$310 M
|
| Shulman DeMeo Asset Management LLC |
2026 Q1
|
4/9/2026 |
140
|
$470 M
|
| CAMELOT TECHNOLOGY ADVISORS, INC. |
2026 Q1
|
4/9/2026 |
59
|
$140 M
|
| Thrive Wealth Management, LLC |
2026 Q1
|
4/9/2026 |
231
|
$670 M
|
| Wealth Quarterback LLC |
2026 Q1
|
4/9/2026 |
163
|
$250 M
|
| Elmwood Wealth Management, Inc. |
2026 Q1
|
4/9/2026 |
180
|
$360 M
|
| Praetorian Wealth Management, Inc. |
2026 Q1
|
4/9/2026 |
77
|
$530 M
|
| Cutter & CO Brokerage, Inc. |
2026 Q1
|
4/9/2026 |
1
|
$0
|
| PFS Partners, LLC |
2026 Q1
|
4/9/2026 |
590
|
$220 M
|
| CRA Financial Services, LLC |
2026 Q1
|
4/9/2026 |
296
|
$770 M
|
| DHJJ Financial Advisors, Ltd. |
2026 Q1
|
4/9/2026 |
1,081
|
$300 M
|
| WALNUT PRIVATE EQUITY PARTNERS, LLC |
2026 Q1
|
4/9/2026 |
14
|
$180 M
|
| Goelzer Investment Management, Inc. |
2026 Q1
|
4/9/2026 |
297
|
$2.1 B
|
| TETRAD CORP |
2026 Q1
|
4/9/2026 |
3
|
$1.0 B
|
| Overbrook Management Corp |
2026 Q1
|
4/9/2026 |
51
|
$530 M
|
| Meritas Wealth Management, LLC |
2026 Q1
|
4/9/2026 |
60
|
$220 M
|
| Rockingstone Advisors LLC |
2026 Q1
|
4/9/2026 |
113
|
$220 M
|
| TEALWOOD ASSET MANAGEMENT INC |
2026 Q1
|
4/9/2026 |
118
|
$220 M
|
| PINKERTON WEALTH, LLC |
2026 Q1
|
4/9/2026 |
138
|
$1.1 B
|
| Keystone Financial Planning, Inc. |
2026 Q1
|
4/9/2026 |
40
|
$370 M
|
| Baron Financial Group, LLC |
2026 Q1
|
4/9/2026 |
53
|
$190 M
|
| WestHill Financial Advisors, Inc. |
2026 Q1
|
4/9/2026 |
76
|
$520 M
|
| Veracity Capital LLC |
2026 Q1
|
4/9/2026 |
201
|
$280 M
|
| Secure Asset Management, LLC |
2026 Q1
|
4/9/2026 |
327
|
$630 M
|
| LIFE LINE WEALTH MANAGEMENT LLC |
2026 Q1
|
4/9/2026 |
35
|
$220 M
|
| Shearwater Capital LLC |
2026 Q1
|
4/9/2026 |
71
|
$190 M
|
| Yanni & Associates Investment Advisors, LLC |
2026 Q1
|
4/9/2026 |
34
|
$96 M
|
| Teamwork Financial Advisors, LLC |
2026 Q1
|
4/9/2026 |
216
|
$950 M
|
| Taylor & Morgan Wealth Management, LLC |
2026 Q1
|
4/9/2026 |
79
|
$180 M
|
| MOODY NATIONAL BANK TRUST DIVISION |
2026 Q1
|
4/9/2026 |
794
|
$1.1 B
|
| BROWN WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/9/2026 |
116
|
$390 M
|
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/9/2026 |
119
|
$150 M
|
| Freestate Advisors LLC |
2026 Q1
|
4/9/2026 |
42
|
$130 M
|
| MFG WEALTH MANAGEMENT, INC. |
2026 Q1
|
4/9/2026 |
61
|
$120 M
|
| VISTA INVESTMENT PARTNERS LLC |
2026 Q1
|
4/9/2026 |
169
|
$380 M
|
| Everhart Financial Group, Inc. |
2026 Q1
|
4/9/2026 |
464
|
$1.2 B
|
| Wealth Alliance Advisory Group, LLC |
2026 Q1
|
4/9/2026 |
197
|
$630 M
|
| KELLY FINANCIAL GROUP LLC |
2026 Q1
|
4/9/2026 |
100
|
$400 M
|
| FCG Investment Co |
2026 Q1
|
4/9/2026 |
100
|
$230 M
|
| Victrix Investment Advisors |
2026 Q1
|
4/9/2026 |
107
|
$280 M
|
| Adirondack Capital Advisors, LLC |
2026 Q1
|
4/9/2026 |
44
|
$160 M
|
| Veery Capital, LLC |
2026 Q1
|
4/9/2026 |
96
|
$330 M
|
| Turner Capital Investments, LLC |
2026 Q1
|
4/9/2026 |
1
|
$420 k
|
| Leverty Financial Group, LLC |
2026 Q1
|
4/9/2026 |
44
|
$450 M
|
| Peterson Wealth Advisors, LLC |
2026 Q1
|
4/9/2026 |
108
|
$750 M
|
| Aletheian Wealth Advisors LLC |
2026 Q1
|
4/9/2026 |
97
|
$210 M
|
| Pacific Capital Partners Ltd |
2026 Q1
|
4/9/2026 |
38
|
$100 M
|
| Whitaker-Myers Wealth Managers, LTD. |
2026 Q1
|
4/9/2026 |
108
|
$500 M
|
| TrueWealth Advisors, LLC |
2026 Q1
|
4/9/2026 |
233
|
$400 M
|
| DIVERSIFIED MANAGEMENT INC |
2026 Q1
|
4/9/2026 |
262
|
$580 M
|
| TruWealth Advisors, LLC |
2026 Q1
|
4/9/2026 |
182
|
$2.1 B
|
| Point Windward Advisors Inc. |
2026 Q1
|
4/9/2026 |
94
|
$200 M
|
| Key Client Fiduciary Advisors, LLC |
2026 Q1
|
4/9/2026 |
216
|
$290 M
|
| Cornerstone Wealth Advisors, Inc. |
2026 Q1
|
4/9/2026 |
49
|
$430 M
|
| Asset Value Investors Ltd |
2026 Q1
|
4/9/2026 |
2
|
$100 M
|
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. |
2026 Q1
|
4/9/2026 |
38
|
$56 M
|
| OFS Enterprise LLC |
2026 Q1
|
4/9/2026 |
94
|
$340 M
|
| Acropolis Investment Management, LLC |
2026 Q1
|
4/9/2026 |
384
|
$2.3 B
|
| Lantz Financial LLC |
2026 Q1
|
4/9/2026 |
239
|
$480 M
|
| McNamara Financial Services, Inc. |
2026 Q1
|
4/9/2026 |
99
|
$530 M
|
| Wedmont Private Capital |
2026 Q1
|
4/9/2026 |
838
|
$3.1 B
|
| Arlington Partners LLC |
2026 Q1
|
4/9/2026 |
62
|
$50 M
|
| Chemistry Wealth Management LLC |
2026 Q1
|
4/9/2026 |
204
|
$570 M
|
| HERBST GROUP, LLC |
2026 Q1
|
4/9/2026 |
59
|
$160 M
|
| ASL Financial, LLC |
2026 Q1
|
4/9/2026 |
91
|
$130 M
|
| WINCAP FINANCIAL LLC |
2026 Q1
|
4/9/2026 |
87
|
$150 M
|
| Generali Investments, Management Co LLC |
2026 Q1
|
4/9/2026 |
162
|
$430 M
|
| OP Asset Management Ltd |
2026 Q1
|
4/9/2026 |
719
|
$9.4 B
|
| TOMPKINS FINANCIAL CORP |
2026 Q1
|
4/9/2026 |
746
|
$1.3 B
|
| Sculati Wealth Management, LLC |
2026 Q1
|
4/9/2026 |
116
|
$270 M
|
| IFG Advisors, LLC |
2026 Q1
|
4/9/2026 |
149
|
$610 M
|
| Red Spruce Capital, LLC |
2026 Q1
|
4/9/2026 |
94
|
$240 M
|
| Lakehouse Capital Pty Ltd |
2026 Q1
|
4/8/2026 |
13
|
$150 M
|
| Wealth Advisors Northwest LLC |
2026 Q1
|
4/8/2026 |
57
|
$240 M
|
| PTM WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/8/2026 |
56
|
$190 M
|
| EAGLE ROCK INVESTMENT COMPANY, LLC |
2026 Q1
|
4/8/2026 |
158
|
$690 M
|
| Constitution Capital LLC |
2026 Q1
|
4/8/2026 |
61
|
$200 M
|
| Selby Wealth Management, LLC |
2026 Q1
|
4/8/2026 |
81
|
$250 M
|
| EHRLICH FINANCIAL GROUP |
2026 Q1
|
4/8/2026 |
112
|
$170 M
|
| LifeGuide Financial Advisors, LLC |
2026 Q1
|
4/8/2026 |
46
|
$310 M
|
| Safir Wealth Advisors, LLC |
2026 Q1
|
4/8/2026 |
19
|
$140 M
|
| Olistico Wealth, LLC |
2026 Q1
|
4/8/2026 |
341
|
$200 M
|
| WealthCare Investment Partners, LLC |
2026 Q1
|
4/8/2026 |
191
|
$360 M
|
| Choice Wealth Advisors LLC |
2026 Q1
|
4/8/2026 |
35
|
$250 M
|
| LPWM LLC |
2026 Q1
|
4/8/2026 |
94
|
$400 M
|
| WARNER FINANCIAL, INC |
2026 Q1
|
4/8/2026 |
135
|
$290 M
|
| Werlinich Asset Management, LLC |
2026 Q1
|
4/8/2026 |
56
|
$210 M
|
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP |
2026 Q1
|
4/8/2026 |
92
|
$170 M
|