| HOERTKORN RICHARD CHARLES |
2026 Q1
|
4/29/2026 |
76
|
$120 M
|
| ISTHMUS PARTNERS, LLC |
2026 Q1
|
4/29/2026 |
218
|
$950 M
|
| ES4, LLC |
2026 Q1
|
4/29/2026 |
32
|
$150 M
|
| AXXCESS WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/29/2026 |
373
|
$3.1 B
|
| Broussard Financial Group LLC |
2026 Q1
|
4/29/2026 |
29
|
$120 M
|
| CVFG LLC |
2026 Q1
|
4/29/2026 |
239
|
$800 M
|
| ARBOR TRUST WEALTH ADVISORS, LLC |
2026 Q1
|
4/29/2026 |
90
|
$230 M
|
| American Wealth Advisors, LLC |
2026 Q1
|
4/29/2026 |
41
|
$96 M
|
| SAXON INTERESTS, INC. |
2026 Q1
|
4/29/2026 |
224
|
$290 M
|
| GOLDEN ROAD ADVISORS LLC |
2026 Q1
|
4/29/2026 |
53
|
$170 M
|
| CHILDRESS CAPITAL ADVISORS, LLC |
2026 Q1
|
4/29/2026 |
376
|
$550 M
|
| Wendel SE |
2026 Q1
|
4/29/2026 |
1
|
$520 M
|
| MARINO, STRAM & ASSOCIATES LLC |
2026 Q1
|
4/29/2026 |
185
|
$560 M
|
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC |
2026 Q1
|
4/29/2026 |
97
|
$240 M
|
| JERICHO FINANCIAL, LLP |
2026 Q1
|
4/29/2026 |
40
|
$160 M
|
| MONTAG A & ASSOCIATES INC |
2026 Q1
|
4/29/2026 |
940
|
$2.2 B
|
| DUNCKER STREETT & CO INC |
2026 Q1
|
4/29/2026 |
535
|
$530 M
|
| Flatrock Wealth Partners LLC |
2026 Q1
|
4/29/2026 |
166
|
$220 M
|
| Nicholas Hoffman & Company, LLC. |
2026 Q1
|
4/29/2026 |
326
|
$4.3 B
|
| Frank, Rimerman Advisors LLC |
2026 Q1
|
4/29/2026 |
590
|
$1.5 B
|
| BRC-Global BAH Investments Ltd. |
2026 Q1
|
4/29/2026 |
1
|
$110 M
|
| LTS Liquid Investments LLC |
2026 Q1
|
4/29/2026 |
7
|
$110 M
|
| Quantum Portfolio Management LLC |
2026 Q1
|
4/29/2026 |
264
|
$230 M
|
| PCB Capital LLC |
2026 Q1
|
4/29/2026 |
183
|
$63 M
|
| BLUESTEM FINANCIAL ADVISORS, LLC |
2026 Q1
|
4/29/2026 |
33
|
$260 M
|
| Mine & Arao Wealth Creation & Management, LLC. |
2026 Q1
|
4/29/2026 |
75
|
$240 M
|
| KDK Private Wealth Management, LLC |
2026 Q1
|
4/29/2026 |
60
|
$110 M
|
| Stenger Family Office, LLC |
2026 Q1
|
4/29/2026 |
117
|
$570 M
|
| Ascent Advisors, LLC |
2026 Q1
|
4/29/2026 |
40
|
$54 M
|
| SOUTHERN CAPITAL SERVICES INC /ADV |
2026 Q1
|
4/29/2026 |
29
|
$160 M
|
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC |
2025 Q4
|
4/29/2026 |
487
|
$490 M
|
| LMCG INVESTMENTS, LLC |
2026 Q1
|
4/29/2026 |
220
|
$1.7 B
|
| Impact Investors, Inc |
2026 Q1
|
4/29/2026 |
174
|
$140 M
|
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. |
2026 Q1
|
4/29/2026 |
55
|
$190 M
|
| Richmond Investment Services, LLC |
2026 Q1
|
4/29/2026 |
255
|
$620 M
|
| Warner Group LLC |
2026 Q1
|
4/29/2026 |
78
|
$150 M
|
| Prossimo Advisors, LLC |
2026 Q1
|
4/29/2026 |
24
|
$16 M
|
| FINANCIAL LIFE ADVISORS |
2026 Q1
|
4/29/2026 |
52
|
$320 M
|
| Rockwood Wealth Management, LLC |
2026 Q1
|
4/29/2026 |
118
|
$1.4 B
|
| Penobscot Investment Management Company, Inc. |
2026 Q1
|
4/29/2026 |
311
|
$1.3 B
|
| SilverOak Wealth Management LLC |
2026 Q1
|
4/29/2026 |
121
|
$630 M
|
| AXIS CAPITAL HOLDINGS LTD |
2026 Q1
|
4/29/2026 |
3
|
$270 M
|
| Strategic Financial Group, LLC |
2026 Q1
|
4/29/2026 |
18
|
$97 M
|
| W ADVISORS, LLC |
2026 Q1
|
4/29/2026 |
237
|
$200 M
|
| CAHABA WEALTH MANAGEMENT, INC. |
2026 Q1
|
4/29/2026 |
154
|
$1.5 B
|
| First Interstate Bank |
2026 Q1
|
4/29/2026 |
296
|
$1.8 B
|
| Seelaus Asset Management LLC |
2026 Q1
|
4/29/2026 |
204
|
$140 M
|
| GREENWOOD CAPITAL ASSOCIATES LLC |
2026 Q1
|
4/29/2026 |
286
|
$910 M
|
| DSM CAPITAL PARTNERS LLC |
2026 Q1
|
4/29/2026 |
44
|
$5.7 B
|
| Weitzel Financial Services, Inc. |
2026 Q1
|
4/29/2026 |
50
|
$270 M
|
| IAG Wealth Partners, LLC |
2026 Q1
|
4/29/2026 |
509
|
$900 M
|
| Efficient Advisors, LLC |
2026 Q1
|
4/29/2026 |
58
|
$1.4 B
|
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND |
2026 Q1
|
4/29/2026 |
1,510
|
$7.6 B
|
| Frankly Finances, LLC |
2026 Q1
|
4/29/2026 |
64
|
$110 M
|
| Taylor Frigon Capital Management LLC |
2026 Q1
|
4/29/2026 |
93
|
$180 M
|
| STALEY CAPITAL ADVISERS INC |
2026 Q1
|
4/29/2026 |
184
|
$2.4 B
|
| NICHOLS & PRATT ADVISERS LLP /MA |
2026 Q1
|
4/29/2026 |
188
|
$1.5 B
|
| Sageworth Trust Co |
2026 Q1
|
4/29/2026 |
172
|
$2.3 B
|
| Shelter Ins Retirement Plan |
2026 Q1
|
4/29/2026 |
8
|
$90 M
|
| Farmers & Merchants Trust Co of Chambersburg PA |
2026 Q1 - RESTATEMENT
|
4/29/2026 |
335
|
$370 M
|
| Sageworth Trust Co of South Dakota |
2026 Q1
|
4/29/2026 |
56
|
$130 M
|
| Shelter Mutual Insurance Co |
2026 Q1
|
4/29/2026 |
58
|
$450 M
|
| Koa Wealth Management, LLC |
2026 Q1
|
4/29/2026 |
56
|
$140 M
|
| MIRAE ASSET SECURITIES (USA) INC. |
2026 Q1
|
4/29/2026 |
153
|
$2.7 B
|
| BANK OF STOCKTON |
2026 Q1
|
4/29/2026 |
144
|
$320 M
|
| Clearwave Capital, LLC |
2026 Q1
|
4/29/2026 |
146
|
$150 M
|
| Sagace Wealth Management LLC |
2026 Q1
|
4/29/2026 |
75
|
$150 M
|
| FIDELIS iM, LLC |
2026 Q1
|
4/29/2026 |
25
|
$260 M
|
| FISHMAN JAY A LTD/MI |
2026 Q1
|
4/29/2026 |
76
|
$1.1 B
|
| AK GLOBAL ASSET MANAGEMENT, LLC |
2026 Q1
|
4/29/2026 |
28
|
$110 M
|
| 11.2 Capital Management, LLC |
2026 Q1
|
4/29/2026 |
1
|
$140 M
|
| Cairn Investment Group, Inc. |
2026 Q1
|
4/29/2026 |
63
|
$200 M
|
| Alliance Wealth Management Group |
2026 Q1
|
4/29/2026 |
97
|
$460 M
|
| West Tower Group, LLC |
2026 Q1
|
4/29/2026 |
36
|
$32 M
|
| Geneva Partners, LLC |
2026 Q1
|
4/29/2026 |
63
|
$210 M
|
| SILVER OAK WEALTH ADVISORS SERVICES, LLC |
2026 Q1
|
4/29/2026 |
39
|
$150 M
|
| JACKSON THORNTON WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/29/2026 |
555
|
$1.1 B
|
| Armor Investment Advisors, LLC |
2026 Q1
|
4/29/2026 |
160
|
$280 M
|
| Addison Capital Co |
2026 Q1
|
4/29/2026 |
182
|
$560 M
|
| KERR FINANCIAL PLANNING Corp |
2026 Q1
|
4/29/2026 |
528
|
$81 M
|
| EADS & HEALD WEALTH MANAGEMENT |
2026 Q1
|
4/29/2026 |
140
|
$200 M
|
| American Capital Advisory, LLC |
2026 Q1
|
4/29/2026 |
1,140
|
$250 M
|
| WealthPLAN Partners, LLC |
2026 Q1
|
4/29/2026 |
275
|
$520 M
|
| ArborFi Advisors, LLC |
2026 Q1
|
4/29/2026 |
45
|
$120 M
|
| SCHMIDT P J INVESTMENT MANAGEMENT INC |
2026 Q1
|
4/29/2026 |
212
|
$590 M
|
| Opulen Financial Group LLC |
2026 Q1
|
4/29/2026 |
115
|
$140 M
|
| WealthPlan Investment Management, LLC |
2026 Q1
|
4/29/2026 |
515
|
$1.8 B
|
| LiftPoint Family Wealth Advisors LLC |
2026 Q1
|
4/29/2026 |
56
|
$120 M
|
| Aberdeen Group plc |
2026 Q1
|
4/29/2026 |
1,806
|
$62 B
|
| SIGMA INVESTMENT COUNSELORS INC |
2026 Q1
|
4/29/2026 |
194
|
$1.9 B
|
| Proactive Wealth Strategies LLC |
2026 Q1
|
4/29/2026 |
210
|
$530 M
|
| Latko Wealth Management, Ltd. |
2026 Q1
|
4/29/2026 |
36
|
$210 M
|
| Investment Research Partners LLC |
2026 Q1
|
4/29/2026 |
245
|
$250 M
|
| CONNABLE OFFICE INC |
2026 Q1
|
4/29/2026 |
224
|
$1.0 B
|
| INVESTED ADVISORS |
2026 Q1
|
4/29/2026 |
138
|
$99 M
|
| Landmark Wealth Management, LLC |
2026 Q1
|
4/29/2026 |
148
|
$370 M
|
| FORMULATE FINANCIAL LLC |
2026 Q1
|
4/29/2026 |
26
|
$81 M
|
| Curative Ventures V LLC |
2026 Q1
|
4/29/2026 |
1
|
$16 M
|
| Carnegie Lake Advisors LLC |
2026 Q1
|
4/29/2026 |
167
|
$250 M
|
| San Luis Wealth Advisors LLC |
2026 Q1
|
4/29/2026 |
175
|
$600 M
|