| AVITY INVESTMENT MANAGEMENT INC. |
2026 Q1
|
4/8/2026 |
114
|
$1.4 B
|
| CCG WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/8/2026 |
136
|
$370 M
|
| Erickson Financial Group, LLC |
2026 Q1
|
4/8/2026 |
25
|
$160 M
|
| LYNCH & ASSOCIATES/IN |
2026 Q1
|
4/8/2026 |
126
|
$530 M
|
| Composition Wealth, LLC |
2026 Q1
|
4/8/2026 |
891
|
$7.3 B
|
| BRADY FAMILY WEALTH, LLC |
2026 Q1
|
4/8/2026 |
110
|
$320 M
|
| Melone Private Wealth, LLC |
2026 Q1
|
4/8/2026 |
60
|
$240 M
|
| DOVER ADVISORS, LLC |
2026 Q1
|
4/8/2026 |
159
|
$240 M
|
| Lakeridge Wealth Management LLC |
2026 Q1
|
4/8/2026 |
169
|
$230 M
|
| NESTEGG ADVISORS, INC. |
2026 Q1
|
4/8/2026 |
51
|
$110 M
|
| Infinity Wealth Counsel, LLC |
2026 Q1
|
4/8/2026 |
63
|
$110 M
|
| BIRCHBROOK, INC. |
2026 Q1
|
4/8/2026 |
291
|
$200 M
|
| Northstar Advisory Group, LLC |
2026 Q1
|
4/8/2026 |
113
|
$270 M
|
| Wealth Science Advisors LLC |
2026 Q1
|
4/8/2026 |
203
|
$180 M
|
| Panoramic Capital Partners, LLC |
2026 Q1
|
4/8/2026 |
63
|
$160 M
|
| TOWER TRUST & INVESTMENT Co |
2026 Q1
|
4/8/2026 |
209
|
$150 M
|
| Holos Integrated Wealth LLC |
2026 Q1
|
4/8/2026 |
412
|
$200 M
|
| Parisi Gray Wealth Management |
2026 Q1
|
4/8/2026 |
137
|
$420 M
|
| Presidio Capital Management, LLC |
2026 Q1
|
4/8/2026 |
79
|
$340 M
|
| Arlington Trust Co LLC |
2026 Q1
|
4/8/2026 |
844
|
$1.1 B
|
| PURSUE WEALTH PARTNERS LLC |
2026 Q1
|
4/8/2026 |
101
|
$170 M
|
| Sandbox Financial Partners, LLC |
2026 Q1
|
4/8/2026 |
117
|
$360 M
|
| DiNuzzo Private Wealth, Inc. |
2026 Q1
|
4/8/2026 |
1,349
|
$930 M
|
| SAPIENT CAPITAL LLC |
2026 Q1
|
4/8/2026 |
443
|
$6.6 B
|
| StoneCrest Wealth Management, Inc. |
2026 Q1
|
4/8/2026 |
73
|
$240 M
|
| Pines Wealth Management, LLC |
2026 Q1
|
4/8/2026 |
215
|
$310 M
|
| Cardinal Capital Management |
2026 Q1
|
4/8/2026 |
136
|
$780 M
|
| WEALTHSPAN PARTNERS, LLC |
2026 Q1
|
4/8/2026 |
123
|
$280 M
|
| WLTH Capital Management, LLC |
2026 Q1
|
4/8/2026 |
25
|
$120 M
|
| Eldred Rock Partners, LLC |
2026 Q1
|
4/8/2026 |
31
|
$390 M
|
| Pioneer Wealth Management Group |
2026 Q1
|
4/8/2026 |
50
|
$360 M
|
| FOCUS Wealth Advisors, LLC |
2026 Q1
|
4/8/2026 |
59
|
$200 M
|
| TLWM |
2026 Q1
|
4/8/2026 |
69
|
$560 M
|
| Winter & Associates, Inc. |
2026 Q1
|
4/8/2026 |
84
|
$110 M
|
| Sharkey, Howes & Javer |
2026 Q1
|
4/8/2026 |
153
|
$740 M
|
| Gilman Hill Asset Management, LLC |
2026 Q1
|
4/8/2026 |
225
|
$660 M
|
| Bill Few Associates, Inc. |
2026 Q1
|
4/8/2026 |
212
|
$420 M
|
| Community Financial Services Group, LLC |
2026 Q1
|
4/8/2026 |
598
|
$570 M
|
| MOULTON WEALTH MANAGEMENT, INC |
2026 Q1
|
4/8/2026 |
52
|
$150 M
|
| Cadent Capital Advisors, LLC |
2026 Q1
|
4/8/2026 |
201
|
$390 M
|
| Parkside Investments, LLC |
2026 Q1
|
4/8/2026 |
98
|
$820 M
|
| Violich Capital Management, Inc. |
2026 Q1
|
4/8/2026 |
118
|
$860 M
|
| Prospera Capital Management, LLC |
2026 Q1
|
4/8/2026 |
45
|
$200 M
|
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. |
2026 Q1
|
4/8/2026 |
41
|
$160 M
|
| DOLIVER ADVISORS, LP |
2026 Q1
|
4/8/2026 |
180
|
$440 M
|
| Castle Rock Wealth Management, LLC |
2026 Q1
|
4/8/2026 |
262
|
$460 M
|
| Towerpoint Wealth, LLC |
2026 Q1
|
4/8/2026 |
93
|
$250 M
|
| Hummer Financial Advisory Services Inc |
2026 Q1
|
4/8/2026 |
129
|
$140 M
|
| Accel Wealth Management |
2026 Q1
|
4/8/2026 |
290
|
$380 M
|
| Sharper & Granite LLC |
2026 Q1
|
4/8/2026 |
107
|
$290 M
|
| Evanson Asset Management, LLC |
2026 Q1
|
4/8/2026 |
321
|
$1.9 B
|
| Dynamic Advisor Solutions LLC |
2026 Q1
|
4/8/2026 |
963
|
$3.2 B
|
| Spinnaker Investment Group, LLC |
2026 Q1
|
4/8/2026 |
147
|
$490 M
|
| David J Yvars Group |
2026 Q1
|
4/8/2026 |
92
|
$180 M
|
| Capital Advisors Wealth Management, LLC |
2026 Q1
|
4/8/2026 |
219
|
$740 M
|
| Lineweaver Wealth Advisors, LLC |
2026 Q1
|
4/8/2026 |
168
|
$740 M
|
| WealthBridge Investment Counsel Inc. |
2026 Q1
|
4/8/2026 |
42
|
$330 M
|
| Fermata Advisors, LLC |
2026 Q1
|
4/8/2026 |
232
|
$440 M
|
| Shore Point Advisors, LLC |
2026 Q1
|
4/8/2026 |
76
|
$250 M
|
| HAMILTON LANE ADVISORS LLC |
2026 Q1
|
4/8/2026 |
20
|
$140 M
|
| Quantum Financial Advisors, LLC |
2026 Q1
|
4/8/2026 |
231
|
$890 M
|
| JGP Wealth Management, LLC |
2026 Q1
|
4/8/2026 |
223
|
$960 M
|
| Canandaigua National Trust Co of Florida |
2026 Q1
|
4/8/2026 |
108
|
$120 M
|
| Legacy Wealth Asset Management, LLC |
2026 Q1
|
4/8/2026 |
374
|
$410 M
|
| Asset Management Advisors, LLC |
2026 Q1
|
4/8/2026 |
19
|
$170 M
|
| Archer Investment Management, LLC |
2026 Q1
|
4/8/2026 |
108
|
$240 M
|
| CANANDAIGUA NATIONAL CORP |
2026 Q1
|
4/8/2026 |
310
|
$1.1 B
|
| SFM, LLC |
2026 Q1
|
4/8/2026 |
63
|
$170 M
|
| McNaughton Wealth Management, LLC |
2026 Q1
|
4/8/2026 |
70
|
$240 M
|
| Bond & Devick Financial Network, Inc. |
2026 Q1
|
4/8/2026 |
188
|
$360 M
|
| BOS Asset Management, LLC |
2026 Q1
|
4/8/2026 |
200
|
$390 M
|
| Grove Bank & Trust |
2026 Q1
|
4/8/2026 |
1,007
|
$880 M
|
| STEPHENS GROUP ASSET MANAGEMENT, LLC |
2026 Q1
|
4/8/2026 |
26
|
$1.6 B
|
| Aurelius Family Office LLC |
2026 Q1
|
4/8/2026 |
47
|
$230 M
|
| Mirador Capital Partners LP |
2026 Q1
|
4/8/2026 |
205
|
$710 M
|
| M.E. ALLISON & CO., INC. |
2026 Q1
|
4/8/2026 |
193
|
$150 M
|
| IMZ Advisory Inc |
2026 Q1
|
4/8/2026 |
39
|
$260 M
|
| ECLECTIC ASSOCIATES INC /ADV |
2026 Q1
|
4/8/2026 |
159
|
$750 M
|
| Hardin Capital Partners, LLC |
2026 Q1
|
4/8/2026 |
140
|
$220 M
|
| Seed Wealth Management, Inc. |
2026 Q1
|
4/8/2026 |
98
|
$150 M
|
| Sunburst Financial Group, LLC |
2026 Q1
|
4/8/2026 |
132
|
$540 M
|
| RED REEF ADVISORS LLC |
2025 Q4
|
4/8/2026 |
170
|
$98 M
|
| Exchange Bank |
2026 Q1
|
4/8/2026 |
177
|
$140 M
|
| High Point Wealth Management, LLC |
2026 Q1
|
4/8/2026 |
250
|
$100 M
|
| Graves Light Lenhart Wealth, Inc. |
2026 Q1
|
4/8/2026 |
197
|
$960 M
|
| Unify Financial Advisors |
2025 Q4
|
4/8/2026 |
94
|
$96 M
|
| Asempa Wealth Advisors |
2026 Q1
|
4/8/2026 |
115
|
$110 M
|
| KWB Wealth |
2026 Q1
|
4/8/2026 |
166
|
$1.0 B
|
| RVW Wealth, LLC |
2026 Q1
|
4/8/2026 |
176
|
$1.3 B
|
| RDA Financial Network |
2026 Q1
|
4/8/2026 |
273
|
$400 M
|
| West Financial Advisors, LLC |
2026 Q1
|
4/8/2026 |
193
|
$590 M
|
| Systrade AG |
2026 Q1
|
4/8/2026 |
11
|
$150 M
|
| RoundAngle Advisors LLC |
2026 Q1
|
4/8/2026 |
60
|
$130 M
|
| MMA ASSET MANAGEMENT LLC |
2026 Q1
|
4/8/2026 |
179
|
$280 M
|
| General Partner, Inc. |
2026 Q1
|
4/8/2026 |
255
|
$160 M
|
| INSPIRION WEALTH ADVISORS, LLC |
2026 Q1
|
4/8/2026 |
181
|
$800 M
|
| Gainplan LLC |
2026 Q1
|
4/8/2026 |
59
|
$130 M
|
| WOODSTOCK CORP |
2026 Q1
|
4/8/2026 |
156
|
$1.1 B
|
| Castlefield Investment Partners LLP |
2025 Q4 - RESTATEMENT
|
4/8/2026 |
36
|
$130 M
|
| Post Resch Tallon Group Inc. |
2026 Q1
|
4/8/2026 |
120
|
$120 M
|