| CDM FINANCIAL COUNSELING SERVICES, INC. |
2026 Q3
|
10/15/2026 |
77
|
$120 M
|
| Global Financial Private Client, LLC |
2026 Q3
|
10/15/2026 |
351
|
$360 M
|
| Resonant Capital Advisors, LLC |
2026 Q3
|
10/15/2026 |
551
|
$2.1 B
|
| Braeburn Wealth Management LLC |
2026 Q3
|
10/15/2026 |
98
|
$240 M
|
| BAM Wealth Management, LLC |
2026 Q3
|
10/15/2026 |
319
|
$180 M
|
| IFG Advisors, LLC |
2026 Q3
|
10/15/2026 |
161
|
$730 M
|
| Porter White Investment Advisors, Inc. |
2026 Q3
|
10/14/2026 |
36
|
$160 M
|
| Aurora Investment Managers, LLC. |
2026 Q3
|
10/15/2026 |
52
|
$180 M
|
| Alhambra Investment Management LLC |
2026 Q3
|
10/15/2026 |
184
|
$230 M
|
| Kentucky Trust Co |
2026 Q3
|
10/15/2026 |
316
|
$200 M
|
| KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje |
2026 Q3
|
10/15/2026 |
12
|
$520 M
|
| VMS Asset Management Limited |
2026 Q3
|
10/15/2026 |
32
|
$260 M
|
| FACTORIAL MANAGEMENT Ltd |
2026 Q3
|
10/15/2026 |
3
|
$3.5 M
|
| AJU IB Investment Co., Ltd. |
2026 Q3
|
10/15/2026 |
1
|
$0
|
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ |
2026 Q3
|
10/15/2026 |
466
|
$20 B
|
| WINNACLE WEALTH LLC |
2026 Q3
|
10/15/2026 |
141
|
$150 M
|
| Longboard Asset Management, LP |
2026 Q3
|
10/15/2026 |
21
|
$3.7 M
|
| ASL Financial, LLC |
2026 Q3
|
10/15/2026 |
98
|
$150 M
|
| B.A. Schrock Wealth Management, Inc. |
2026 Q3
|
10/15/2026 |
132
|
$270 M
|
| Loftus Peak Pty Ltd |
2026 Q2
|
10/15/2026 |
26
|
$730 M
|
| Loftus Peak Pty Ltd |
2026 Q3
|
10/15/2026 |
26
|
$780 M
|
| Ashurst Perkins Coie Trust Co |
2026 Q3
|
10/15/2026 |
499
|
$630 M
|
| Martin Capital Advisors, LLP |
2026 Q3
|
10/15/2026 |
75
|
$190 M
|
| HOWARD FINANCIAL SERVICES, LTD. |
2026 Q3
|
10/15/2026 |
234
|
$950 M
|
| Nolet Wealth Management, LLC |
2026 Q3
|
10/15/2026 |
203
|
$180 M
|
| STAPP WEALTH MANAGEMENT, PLLC |
2026 Q3
|
10/15/2026 |
31
|
$77 M
|
| Lipe & Dalton |
2026 Q3
|
10/15/2026 |
94
|
$220 M
|
| ZWJ INVESTMENT COUNSEL INC |
2026 Q3
|
10/15/2026 |
293
|
$3.2 B
|
| Colorado Capital Management, Inc. |
2026 Q3
|
10/15/2026 |
100
|
$290 M
|
| HBW ADVISORY SERVICES LLC |
2026 Q3
|
10/15/2026 |
440
|
$1.0 B
|
| Kellett Wealth Advisors, LLC |
2026 Q3
|
10/15/2026 |
106
|
$270 M
|
| KG Capital Management |
2026 Q3
|
10/15/2026 |
133
|
$160 M
|
| TRUEFG, LLC |
2026 Q3 - RESTATEMENT
|
10/15/2026 |
73
|
$430 M
|
| Essex LLC |
2026 Q3
|
10/14/2026 |
183
|
$660 M
|
| Elmwood Wealth Management, Inc. |
2026 Q3
|
10/14/2026 |
207
|
$420 M
|
| CULTIVAR CAPITAL, INC. |
2026 Q3
|
10/14/2026 |
44
|
$160 M
|
| Orca Wealth Management, LLC |
2026 Q3
|
10/14/2026 |
84
|
$170 M
|
| Triumph Capital Management |
2026 Q3
|
10/14/2026 |
1,906
|
$570 M
|
| Baker Ellis Asset Management LLC |
2026 Q3
|
10/14/2026 |
252
|
$920 M
|
| MITCHELL & PAHL PRIVATE WEALTH, LLC |
2026 Q3
|
10/14/2026 |
147
|
$280 M
|
| LDIC Inc. |
2026 Q3
|
10/14/2026 |
19
|
$170 M
|
| WealthSpring Partners, LLC |
2026 Q3
|
10/14/2026 |
74
|
$94 M
|
| SFM, LLC d/b/a Sweeney Financial Advisors |
2026 Q3
|
10/14/2026 |
69
|
$200 M
|
| SANDERS MORRIS HARRIS LLC |
2026 Q3
|
10/14/2026 |
325
|
$760 M
|
| Harbor Group, Inc. |
2026 Q3
|
10/14/2026 |
121
|
$850 M
|
| Alliance Wealth Advisors, LLC |
2026 Q3
|
10/14/2026 |
176
|
$320 M
|
| Johnson Bixby & Associates, LLC |
2026 Q3
|
10/14/2026 |
127
|
$920 M
|
| Weil Company, Inc. |
2026 Q3
|
10/14/2026 |
134
|
$580 M
|
| BluePrint Investing LLC |
2026 Q3
|
10/14/2026 |
25
|
$130 M
|
| Western Financial Corp/CA |
2026 Q3
|
10/14/2026 |
136
|
$300 M
|
| Azarias Capital Management, L.P. |
2026 Q3
|
10/14/2026 |
23
|
$170 M
|
| Luminvest Wealth Management LLC |
2026 Q3
|
10/14/2026 |
46
|
$380 M
|
| SC&H Financial Advisors, Inc. |
2026 Q3
|
10/14/2026 |
158
|
$720 M
|
| Wolfstich Capital, LLC |
2026 Q3
|
10/14/2026 |
21
|
$120 M
|
| Finward Bancorp |
2026 Q3
|
10/14/2026 |
178
|
$140 M
|
| Columbus Macro, LLC |
2026 Q3
|
10/14/2026 |
208
|
$1.0 B
|
| Financial Planning Navigators CORP |
2026 Q3
|
10/14/2026 |
72
|
$270 M
|
| Sherrill & Hutchins Financial Advisory, Inc |
2026 Q3
|
10/14/2026 |
19
|
$210 M
|
| Mezzasalma Advisors, LLC |
2026 Q3
|
10/14/2026 |
159
|
$490 M
|
| Tenon Financial LLC |
2026 Q3
|
10/14/2026 |
70
|
$330 M
|
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. |
2026 Q3
|
10/14/2026 |
58
|
$200 M
|
| Tempus Wealth Planning, LLC |
2026 Q3
|
10/14/2026 |
282
|
$520 M
|
| RCS Financial Planning, LLC |
2026 Q3
|
10/14/2026 |
88
|
$180 M
|
| Allodium Investment Consultants, LLC |
2026 Q3
|
10/14/2026 |
56
|
$240 M
|
| Fortress Financial Solutions, LLC |
2026 Q3
|
10/14/2026 |
120
|
$120 M
|
| FOCUS Wealth Advisors, LLC |
2026 Q3
|
10/14/2026 |
62
|
$210 M
|
| SACHEM HILL LLC |
2026 Q3
|
10/14/2026 |
67
|
$570 M
|
| UNION SAVINGS BANK |
2026 Q3
|
10/14/2026 |
417
|
$250 M
|
| HOWARD FINANCIAL SERVICES, LTD. |
2026 Q2 - NEW HOLDINGS
|
10/14/2026 |
238
|
$930 M
|
| Granite FO LLC |
2026 Q3
|
10/14/2026 |
585
|
$190 M
|
| Elemental Capital Partners LLC |
2026 Q3
|
10/14/2026 |
12
|
$420 M
|
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
2026 Q3
|
10/14/2026 |
241
|
$7.7 B
|
| Fortitude Family Office, LLC |
2026 Q3
|
10/14/2026 |
2,648
|
$590 M
|
| STRATEGY ASSET MANAGERS LLC |
2026 Q3
|
10/14/2026 |
262
|
$650 M
|
| Sloy Dahl & Holst, LLC |
2026 Q3
|
10/14/2026 |
120
|
$690 M
|
| Newton One Investments LLC |
2026 Q3
|
10/14/2026 |
150
|
$390 M
|
| MERIDIAN INVESTMENT COUNSEL INC. |
2026 Q3
|
10/14/2026 |
230
|
$430 M
|
| GODSEY & GIBB, INC |
2026 Q3
|
10/14/2026 |
611
|
$1.2 B
|
| Family Office Research LLC |
2026 Q3
|
10/14/2026 |
85
|
$260 M
|
| BIRCHBROOK, INC. |
2026 Q3
|
10/14/2026 |
295
|
$210 M
|
| Triangle Securities Wealth Management |
2026 Q3
|
10/14/2026 |
214
|
$520 M
|
| William Allan Corp |
2026 Q3
|
10/14/2026 |
65
|
$200 M
|
| MATHER GROUP, LLC. |
2026 Q3
|
10/14/2026 |
2,264
|
$12 B
|
| Hudock, Inc. |
2026 Q3
|
10/14/2026 |
225
|
$790 M
|
| West Wealth Group, LLC |
2026 Q3
|
10/14/2026 |
145
|
$640 M
|
| IRONWOOD WEALTH MANAGEMENT, INC. |
2026 Q3
|
10/14/2026 |
29
|
$240 M
|
| First Pacific Financial |
2026 Q3
|
10/14/2026 |
538
|
$980 M
|
| Summit Financial Strategies, Inc. |
2026 Q3
|
10/14/2026 |
165
|
$1.4 B
|
| Fortune 45 LLC |
2026 Q3
|
10/14/2026 |
35
|
$250 M
|
| MPS Loria Financial Planners, LLC |
2026 Q3
|
10/14/2026 |
93
|
$530 M
|
| Reliant Investment Management, LLC |
2026 Q3
|
10/14/2026 |
55
|
$270 M
|
| LDR Capital Management LLC |
2026 Q3
|
10/14/2026 |
44
|
$81 M
|
| MYECFO, LLC |
2026 Q3
|
10/14/2026 |
72
|
$270 M
|
| Wall Capital Group, Inc. |
2026 Q3
|
10/14/2026 |
32
|
$120 M
|
| InvesTrust |
2026 Q3
|
10/14/2026 |
91
|
$250 M
|
| NVWM, LLC |
2026 Q3
|
10/14/2026 |
1,014
|
$530 M
|
| Covenant Asset Management, LLC |
2026 Q3
|
10/14/2026 |
169
|
$750 M
|
| FINANCIAL LIFE ADVISORS |
2026 Q3
|
10/14/2026 |
61
|
$350 M
|
| Porter White Investment Advisors, Inc. |
2026 Q3
|
10/14/2026 |
36
|
$160 M
|
| Orgel Wealth Management, LLC |
2026 Q3
|
10/14/2026 |
111
|
$5.3 B
|