| Wealthspring Capital LLC |
2026 Q2
|
7/15/2026 |
208
|
$450 M
|
| Winthrop Partners - WNY, LLC |
2026 Q2
|
7/15/2026 |
87
|
$200 M
|
| Greater Midwest Financial Group, LLC |
2026 Q2
|
7/15/2026 |
65
|
$200 M
|
| J.E. Simmons & Co., P.C. |
2026 Q2
|
7/15/2026 |
72
|
$180 M
|
| Applied Capital LLC/FL |
2026 Q2
|
7/15/2026 |
95
|
$250 M
|
| Geremia Financial Services, LLC |
2026 Q2
|
7/15/2026 |
9
|
$94 M
|
| Carrhae Capital LLP |
2026 Q2
|
7/15/2026 |
29
|
$3.6 B
|
| BOYUM WEALTH ARCHITECTS LLC |
2026 Q2
|
7/15/2026 |
72
|
$250 M
|
| Security Financial Services, INC. |
2026 Q2
|
7/15/2026 |
203
|
$720 M
|
| Summit Financial Wealth Advisors, LLC |
2026 Q2
|
7/15/2026 |
225
|
$780 M
|
| NorthCrest Asset Manangement, LLC |
2026 Q2
|
7/15/2026 |
932
|
$3.9 B
|
| Legal Advantage Investments, Inc. |
2026 Q2
|
7/15/2026 |
77
|
$290 M
|
| Lindsell Train Ltd |
2026 Q2
|
7/15/2026 |
28
|
$2.6 B
|
| Aventura Private Wealth, LLC |
2026 Q2
|
7/15/2026 |
986
|
$330 M
|
| SHAKER INVESTMENTS LLC/OH |
2026 Q2
|
7/15/2026 |
87
|
$280 M
|
| Portman Square Capital LLP |
2026 Q2
|
7/15/2026 |
94
|
$2.1 B
|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
2026 Q2
|
7/15/2026 |
4,384
|
$60 B
|
| Covenant Partners, LLC |
2026 Q2
|
7/15/2026 |
1
|
$0
|
| Quantum Financial Planning Services, Inc. |
2026 Q2
|
7/15/2026 |
58
|
$320 M
|
| Walker Financial Services, Inc. |
2026 Q2
|
7/15/2026 |
45
|
$320 M
|
| Independence Asset Advisors, LLC |
2026 Q2
|
7/15/2026 |
25
|
$380 M
|
| Innova Wealth Partners |
2026 Q2
|
7/15/2026 |
183
|
$240 M
|
| CFG Wealth Management Services, Inc. |
2026 Q2
|
7/15/2026 |
80
|
$110 M
|
| Frankly Finances, LLC |
2026 Q2 - RESTATEMENT
|
7/15/2026 |
90
|
$130 M
|
| TECTONIC ADVISORS LLC |
2026 Q2
|
7/15/2026 |
356
|
$2.1 B
|
| Mainstream Capital Management LLC |
2026 Q2
|
7/15/2026 |
90
|
$170 M
|
| CLARK FINANCIAL SERVICES GROUP INC /BD |
2026 Q2
|
7/15/2026 |
158
|
$210 M
|
| Prentice Wealth Management LLC |
2026 Q2
|
7/15/2026 |
126
|
$480 M
|
| REDSTONE WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/15/2026 |
31
|
$150 M
|
| Cutter & CO Brokerage, Inc. |
2026 Q2
|
7/15/2026 |
1
|
$0
|
| Approach Retirement Advisors, LLC |
2026 Q2
|
7/15/2026 |
82
|
$140 M
|
| Cassilly Financial Group LLC |
2026 Q2
|
7/15/2026 |
75
|
$140 M
|
| PENN DAVIS MCFARLAND INC |
2026 Q2
|
7/15/2026 |
79
|
$1.1 B
|
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. |
2026 Q2
|
7/15/2026 |
240
|
$1.7 B
|
| Essential Investment Partners LLC |
2026 Q2
|
7/15/2026 |
312
|
$120 M
|
| Brookstone Capital Management |
2026 Q2
|
7/15/2026 |
1,308
|
$10 B
|
| Essential Investment Partners LLC |
2026 Q1
|
7/15/2026 |
301
|
$110 M
|
| Churchill Financial Advisors, LLC |
2026 Q2
|
7/15/2026 |
125
|
$520 M
|
| MILESTONE ASSET MANAGEMENT, LLC |
2026 Q2
|
7/15/2026 |
330
|
$640 M
|
| FIRETHORN WEALTH PARTNERS, LLC |
2026 Q2
|
7/15/2026 |
201
|
$310 M
|
| GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ |
2026 Q2
|
7/15/2026 |
100
|
$63 M
|
| Unique Wealth Strategies, LLC |
2026 Q2
|
7/15/2026 |
223
|
$280 M
|
| Spire Wealth Management |
2026 Q2
|
7/15/2026 |
2,393
|
$3.3 B
|
| BSW Wealth Partners |
2026 Q2
|
7/15/2026 |
331
|
$900 M
|
| Essential Investment Partners LLC |
2025 Q4
|
7/15/2026 |
284
|
$110 M
|
| Unique Wealth Strategies, LLC |
2026 Q1
|
7/15/2026 |
215
|
$250 M
|
| Pinnacle Wealth Management Group, Inc. |
2026 Q2
|
7/15/2026 |
128
|
$210 M
|
| ARGENT CAPITAL MANAGEMENT LLC |
2026 Q2
|
7/15/2026 |
168
|
$3.2 B
|
| Commonwealth Financial Services, LLC |
2026 Q2
|
7/15/2026 |
317
|
$740 M
|
| Polunin Capital Partners Ltd |
2026 Q2
|
7/15/2026 |
19
|
$410 k
|
| Barnes Dennig Private Wealth Management LLC |
2026 Q2
|
7/15/2026 |
365
|
$130 M
|
| LexAurum Advisors, LLC |
2026 Q2
|
7/15/2026 |
423
|
$870 M
|
| LVW Advisors, LLC |
2026 Q2
|
7/15/2026 |
462
|
$1.2 B
|
| Fjell Capital, LLC |
2026 Q2
|
7/15/2026 |
66
|
$150 M
|
| Cabot-Wellington, LLC |
2026 Q2
|
7/15/2026 |
5
|
$380 M
|
| Mainsail Financial Group, LLC |
2026 Q2
|
7/15/2026 |
72
|
$290 M
|
| First Citizens Asset Management, Inc. |
2022 Q3
|
7/15/2026 |
26
|
$160 M
|
| Altrafin AG |
2026 Q2
|
7/15/2026 |
44
|
$260 M
|
| First Financial Group Corp |
2026 Q2
|
7/15/2026 |
81
|
$140 M
|
| BURNS J W & CO INC/NY |
2026 Q2
|
7/15/2026 |
189
|
$960 M
|
| RFG Advisory, LLC |
2026 Q2
|
7/15/2026 |
1,126
|
$6.4 B
|
| Saxony Capital Management, LLC |
2026 Q2
|
7/15/2026 |
186
|
$220 M
|
| Wealth Enhancement Trust Services, Inc. |
2026 Q2
|
7/15/2026 |
1,052
|
$790 M
|
| FIRST AMERICAN BANK |
2026 Q2
|
7/15/2026 |
300
|
$1.8 B
|
| Granite FO LLC |
2026 Q2
|
7/15/2026 |
579
|
$190 M
|
| OLD NATIONAL BANCORP /IN/ |
2026 Q2
|
7/15/2026 |
990
|
$5.0 B
|
| Level Financial Advisors |
2026 Q2
|
7/15/2026 |
95
|
$450 M
|
| COUNTRY TRUST BANK |
2026 Q2
|
7/15/2026 |
742
|
$5.7 B
|
| Keystone Financial Planning, Inc. |
2026 Q2
|
7/15/2026 |
39
|
$390 M
|
| Register Financial Advisors LLC |
2026 Q2
|
7/15/2026 |
426
|
$330 M
|
| A. D. Beadell Investment Counsel, Inc. |
2026 Q2
|
7/15/2026 |
104
|
$160 M
|
| HOME FEDERAL BANK OF TENNESSEE |
2026 Q2
|
7/15/2026 |
176
|
$460 M
|
| Kepler Cheuvreux (Suisse) SA |
2026 Q2
|
7/15/2026 |
216
|
$1.7 B
|
| Sachetta, LLC |
2026 Q2
|
7/15/2026 |
1,224
|
$210 M
|
| Chronos Wealth Management, LLC |
2026 Q2
|
7/15/2026 |
38
|
$230 M
|
| Cornell Pochily Investment Advisors, Inc. |
2026 Q2
|
7/15/2026 |
189
|
$370 M
|
| CATHY PARETO & ASSOCIATES, INC |
2026 Q2
|
7/15/2026 |
102
|
$170 M
|
| ATTICUS WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/15/2026 |
177
|
$420 M
|
| MOLLER WEALTH PARTNERS |
2026 Q2
|
7/15/2026 |
75
|
$550 M
|
| Andrew Hill Investment Advisors, Inc. |
2026 Q2
|
7/15/2026 |
57
|
$130 M
|
| Holos Integrated Wealth LLC |
2026 Q2
|
7/15/2026 |
378
|
$210 M
|
| Auto-Owners Insurance Co |
2026 Q2
|
7/15/2026 |
170
|
$4.4 B
|
| Beirne Wealth Consulting Services, LLC |
2026 Q2
|
7/15/2026 |
102
|
$500 M
|
| LaFleur & Godfrey LLC |
2026 Q2
|
7/15/2026 |
149
|
$840 M
|
| Drummond Knight Asset Management Pty Ltd |
2026 Q2
|
7/15/2026 |
16
|
$540 M
|
| Swedbank AB |
2026 Q2
|
7/15/2026 |
1,123
|
$120 B
|
| Comprehensive Financial Consultants Institutional, Inc. |
2026 Q2
|
7/15/2026 |
205
|
$380 M
|
| Trellis Wealth Advisors LLC |
2026 Q2
|
7/15/2026 |
49
|
$290 M
|
| Cordant, Inc. |
2026 Q2
|
7/14/2026 |
353
|
$280 M
|
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. |
2026 Q2
|
7/14/2026 |
158
|
$33 M
|
| Weitzel Financial Services, Inc. |
2026 Q2
|
7/14/2026 |
51
|
$290 M
|
| Wealth Advisors Northwest LLC |
2026 Q2
|
7/14/2026 |
65
|
$290 M
|
| Altium Investment Strategies LLC |
2026 Q2
|
7/14/2026 |
20
|
$69 M
|
| Accurate Wealth Management, LLC |
2026 Q2
|
7/14/2026 |
576
|
$1.0 B
|
| XY Planning Network, Inc. |
2026 Q2
|
7/14/2026 |
340
|
$800 M
|
| Robinswood Financial LLC |
2026 Q2
|
7/14/2026 |
435
|
$350 M
|
| Robinswood Financial LLC |
2024 Q1
|
7/14/2026 |
251
|
$230 M
|
| Robinswood Financial LLC |
2023 Q4
|
7/14/2026 |
249
|
$230 M
|
| Robinswood Financial LLC |
2023 Q3
|
7/14/2026 |
252
|
$210 M
|
| Davidson Kahn Capital Management, LLC |
2026 Q2
|
7/14/2026 |
72
|
$230 M
|