| APPLETON PARTNERS INC/MA |
2026 Q1
|
4/28/2026 |
262
|
$1.4 B
|
| FLP Wealth Management, LLC |
2026 Q1 - RESTATEMENT
|
4/28/2026 |
53
|
$49 M
|
| FLP Wealth Management, LLC |
2025 Q4 - RESTATEMENT
|
4/28/2026 |
62
|
$42 M
|
| Red Mountain Financial, LLC |
2026 Q1
|
4/28/2026 |
79
|
$110 M
|
| Cypress Capital, LLC |
2026 Q1
|
4/28/2026 |
95
|
$350 M
|
| Hodges Capital Management Inc. |
2026 Q1
|
4/28/2026 |
204
|
$1.2 B
|
| Busey Bank |
2026 Q1
|
4/28/2026 |
608
|
$3.7 B
|
| PUREfi Wealth, LLC |
2026 Q1
|
4/28/2026 |
188
|
$150 M
|
| Intrinsic Value Partners, LLC |
2026 Q1
|
4/28/2026 |
69
|
$130 M
|
| CORBYN INVESTMENT MANAGEMENT INC/MD |
2026 Q1
|
4/28/2026 |
62
|
$300 M
|
| CALIFORNIA FIRST LEASING CORP |
2026 Q1
|
4/28/2026 |
39
|
$310 M
|
| Collaborative Fund Advisors, LLC |
2026 Q1
|
4/28/2026 |
160
|
$160 M
|
| Canvas Wealth Advisors, LLC |
2026 Q1
|
4/28/2026 |
240
|
$590 M
|
| O'Domhnaill Enterprises, Inc. |
2026 Q1
|
4/28/2026 |
55
|
$120 M
|
| Grange Capital, LLC |
2026 Q1
|
4/28/2026 |
46
|
$100 M
|
| Walser Wealth Management Company, A Ltd Liability Co |
2026 Q1
|
4/28/2026 |
187
|
$220 M
|
| Schear Investment Advisers, LLC |
2026 Q1
|
4/28/2026 |
77
|
$230 M
|
| Beacon Bank & Trust |
2026 Q1
|
4/28/2026 |
252
|
$490 M
|
| Intelligent Financial Strategies |
2026 Q1
|
4/28/2026 |
62
|
$190 M
|
| ARGUS INVESTORS' COUNSEL, INC. |
2026 Q1
|
4/28/2026 |
102
|
$110 M
|
| B.O.S.S. Retirement Advisors, LLC |
2026 Q1
|
4/28/2026 |
174
|
$330 M
|
| Pine Harbor Wealth Management, LLC |
2026 Q1
|
4/28/2026 |
102
|
$330 M
|
| Berger Financial Group, Inc |
2026 Q1
|
4/28/2026 |
474
|
$1.8 B
|
| Steigerwald, Gordon & Koch Inc. |
2026 Q1
|
4/28/2026 |
782
|
$970 M
|
| Raleigh Capital Management Inc. |
2026 Q1
|
4/28/2026 |
775
|
$290 M
|
| Stephens Investment Management Group LLC |
2026 Q1
|
4/28/2026 |
173
|
$7.3 B
|
| GM Advisory Group, LLC |
2026 Q1
|
4/28/2026 |
377
|
$2.6 B
|
| LEE DANNER & BASS INC |
2026 Q1
|
4/28/2026 |
246
|
$1.6 B
|
| HealthCor Partners Management LP |
2026 Q1
|
4/28/2026 |
2
|
$51 M
|
| AdvisorShares Investments LLC |
2026 Q1
|
4/28/2026 |
280
|
$550 M
|
| CORE WEALTH ADVISORS, LLC |
2026 Q1
|
4/28/2026 |
33
|
$130 M
|
| Astoria Portfolio Advisors LLC. |
2026 Q1
|
4/28/2026 |
297
|
$470 M
|
| Parrish Capital LLC |
2026 Q1
|
4/28/2026 |
86
|
$110 M
|
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV |
2026 Q1
|
4/28/2026 |
112
|
$350 M
|
| HBE Wealth Management, LLC |
2026 Q1
|
4/28/2026 |
53
|
$110 M
|
| Indiana Trust & Investment Management Co |
2026 Q1
|
4/28/2026 |
494
|
$320 M
|
| Carlton Hofferkamp & Jenks Wealth Management, LLC |
2026 Q1
|
4/28/2026 |
142
|
$300 M
|
| Ascentis Independent Advisors |
2026 Q1
|
4/28/2026 |
5,735
|
$1.3 B
|
| WILSEY ASSET MANAGEMENT INC |
2026 Q1
|
4/28/2026 |
25
|
$640 M
|
| STEPHENS INC /AR/ |
2026 Q1
|
4/28/2026 |
1,311
|
$8.0 B
|
| Seascape Capital Management |
2026 Q1
|
4/28/2026 |
91
|
$350 M
|
| Parrish Capital LLC |
2025 Q4
|
4/28/2026 |
86
|
$110 M
|
| LVZ, Inc. |
2026 Q1
|
4/28/2026 |
161
|
$880 M
|
| Powers Capital, LLC |
2026 Q1
|
4/28/2026 |
2
|
$210 M
|
| Share Andrew L. |
2026 Q1
|
4/28/2026 |
16
|
$210 M
|
| Hardy Reed LLC |
2026 Q1
|
4/28/2026 |
243
|
$1.4 B
|
| BAXTER BROS INC |
2026 Q1
|
4/28/2026 |
166
|
$810 M
|
| Core Wealth Management, Inc. |
2026 Q1
|
4/28/2026 |
40
|
$330 M
|
| First Citizens Asset Management, Inc. |
2025 Q3 - RESTATEMENT
|
4/28/2026 |
27
|
$280 M
|
| First Citizens Asset Management, Inc. |
2025 Q2 - RESTATEMENT
|
4/28/2026 |
27
|
$280 M
|
| GREATMARK INVESTMENT PARTNERS, INC. |
2026 Q1
|
4/28/2026 |
145
|
$850 M
|
| KILEY JUERGENS WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/28/2026 |
235
|
$570 M
|
| Oceanside Advisors LLC |
2026 Q1
|
4/28/2026 |
53
|
$180 M
|
| DUMONT & BLAKE INVESTMENT ADVISORS LLC |
2026 Q1
|
4/28/2026 |
202
|
$400 M
|
| MIO PARTNERS, INC. |
2026 Q1
|
4/28/2026 |
6
|
$340 M
|
| M3F, Inc. |
2026 Q1
|
4/28/2026 |
28
|
$400 M
|
| Fortune 45 LLC |
2026 Q1
|
4/28/2026 |
39
|
$210 M
|
| DGS Capital Management, LLC |
2026 Q1
|
4/28/2026 |
630
|
$610 M
|
| Strata Wealth Advisors, LLC |
2026 Q1
|
4/28/2026 |
87
|
$360 M
|
| First Citizens Asset Management, Inc. |
2025 Q1 - RESTATEMENT
|
4/28/2026 |
26
|
$260 M
|
| First Citizens Asset Management, Inc. |
2024 Q4 - RESTATEMENT
|
4/28/2026 |
25
|
$270 M
|
| First Citizens Asset Management, Inc. |
2024 Q3 - RESTATEMENT
|
4/28/2026 |
30
|
$280 M
|
| Westbourne Investment Advisors, Inc. |
2026 Q1
|
4/28/2026 |
115
|
$340 M
|
| First Citizens Asset Management, Inc. |
2024 Q2 - RESTATEMENT
|
4/28/2026 |
33
|
$270 M
|
| Investment Advisory Services Group LLC |
2026 Q1
|
4/28/2026 |
29
|
$110 M
|
| First Citizens Asset Management, Inc. |
2024 Q1 - RESTATEMENT
|
4/28/2026 |
33
|
$260 M
|
| First Citizens Asset Management, Inc. |
2023 Q4 - RESTATEMENT
|
4/28/2026 |
35
|
$250 M
|
| Fischer Financial Services, Inc. |
2026 Q1
|
4/28/2026 |
56
|
$300 M
|
| INTERACTIVE FINANCIAL ADVISORS, INC. |
2026 Q1
|
4/28/2026 |
78
|
$150 M
|
| Family CFO Inc |
2026 Q1
|
4/28/2026 |
41
|
$220 M
|
| Cabana LLC |
2026 Q1
|
4/28/2026 |
11
|
$13 M
|
| First Citizens Asset Management, Inc. |
2023 Q3 - RESTATEMENT
|
4/28/2026 |
34
|
$240 M
|
| First Citizens Asset Management, Inc. |
2023 Q2 - RESTATEMENT
|
4/28/2026 |
34
|
$240 M
|
| Bolthouse Investments, LLC |
2026 Q1
|
4/28/2026 |
70
|
$110 M
|
| First Citizens Asset Management, Inc. |
2023 Q1 - RESTATEMENT
|
4/28/2026 |
35
|
$240 M
|
| First Citizens Asset Management, Inc. |
2022 Q4 - RESTATEMENT
|
4/28/2026 |
25
|
$270 M
|
| PCG Wealth Advisors, LLC |
2026 Q1
|
4/28/2026 |
164
|
$400 M
|
| Goldstein Advisors, LLC |
2026 Q1
|
4/28/2026 |
228
|
$900 M
|
| Sheridan Capital Management, LLC |
2026 Q1
|
4/28/2026 |
31
|
$190 M
|
| Probity Advisors, Inc. |
2026 Q1
|
4/28/2026 |
230
|
$630 M
|
| RHS Financial, LLC |
2026 Q1
|
4/28/2026 |
224
|
$210 M
|
| Cohen Investment Advisors LLC |
2026 Q1
|
4/28/2026 |
118
|
$210 M
|
| ORBA Wealth Advisors, L.L.C. |
2026 Q1
|
4/28/2026 |
65
|
$84 M
|
| Integrated Advisors Network LLC |
2026 Q1
|
4/28/2026 |
690
|
$1.9 B
|
| SHAYNE & JACOBS, LLC |
2026 Q1
|
4/28/2026 |
116
|
$320 M
|
| SAGE RHINO CAPITAL LLC |
2026 Q1
|
4/28/2026 |
330
|
$530 M
|
| Unison Advisors LLC |
2026 Q1
|
4/28/2026 |
175
|
$1.3 B
|
| Hapanowicz & Associates Financial Services, Inc |
2026 Q1
|
4/28/2026 |
31
|
$250 M
|
| Clay Northam Wealth Management, LLC |
2026 Q1
|
4/28/2026 |
101
|
$180 M
|
| Halter Ferguson Financial Inc. |
2026 Q1
|
4/28/2026 |
38
|
$460 M
|
| SHELTON WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/28/2026 |
137
|
$230 M
|
| ALTFEST L J & CO INC |
2026 Q1
|
4/28/2026 |
328
|
$930 M
|
| Split Rock Private Trading & Wealth Management, LLC |
2026 Q1
|
4/28/2026 |
46
|
$130 M
|
| MBL Wealth, LLC |
2026 Q1
|
4/28/2026 |
376
|
$1.3 B
|
| Angeles Investment Advisors, LLC |
2026 Q1
|
4/28/2026 |
31
|
$1.5 B
|
| Golden State Wealth Management, LLC |
2026 Q1
|
4/28/2026 |
1,666
|
$910 M
|
| NTV Asset Management LLC |
2026 Q1
|
4/28/2026 |
311
|
$910 M
|
| DUFF & PHELPS INVESTMENT MANAGEMENT CO |
2026 Q1
|
4/28/2026 |
249
|
$9.6 B
|
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI |
2026 Q1
|
4/28/2026 |
158
|
$1.3 B
|
| Oriental Harbor Investment Master Fund |
2026 Q1
|
4/28/2026 |
12
|
$1.1 B
|