| Consolidated Portfolio Review Corp |
2026 Q1
|
4/27/2026 |
34
|
$1.1 B
|
| BIP Wealth, LLC |
2026 Q1
|
4/27/2026 |
453
|
$2.5 B
|
| Kelman-Lazarov, Inc. |
2026 Q1
|
4/27/2026 |
140
|
$700 M
|
| Baer Investment Advisory LLC |
2026 Q1
|
4/27/2026 |
348
|
$810 M
|
| JM2 Capital Inc. |
2026 Q1
|
4/27/2026 |
114
|
$120 M
|
| Charter Capital Management, LLC\DE |
2026 Q1
|
4/27/2026 |
70
|
$200 M
|
| Vavra Capital Management, LLC |
2026 Q1
|
4/27/2026 |
24
|
$100 M
|
| ACUTE INVESTMENT ADVISORY, LLC |
2026 Q1
|
4/27/2026 |
18
|
$8.9 M
|
| CERTIOR FINANCIAL GROUP, LLC |
2026 Q1
|
4/27/2026 |
130
|
$160 M
|
| TRUIST FINANCIAL CORP |
2026 Q1
|
4/27/2026 |
5,223
|
$74 B
|
| MONEYWISE, INC. |
2026 Q1
|
4/27/2026 |
82
|
$230 M
|
| Navigate Wealth Management, LLC |
2026 Q1
|
4/27/2026 |
72
|
$140 M
|
| TD PRIVATE CLIENT WEALTH LLC |
2026 Q1
|
4/27/2026 |
1,649
|
$4.8 B
|
| ASAHI LIFE ASSET MANAGEMENT CO., LTD. |
2026 Q1
|
4/27/2026 |
150
|
$150 M
|
| GDS Wealth Management |
2026 Q1
|
4/27/2026 |
200
|
$1.7 B
|
| Soltis Investment Advisors LLC |
2026 Q1
|
4/27/2026 |
607
|
$1.6 B
|
| Liberty Atlantic Advisors LLC |
2026 Q1
|
4/27/2026 |
73
|
$120 M
|
| Capital Investment Services of America, Inc. |
2026 Q1
|
4/27/2026 |
80
|
$960 M
|
| VICTORY FINANCIAL GROUP, LLC |
2026 Q1
|
4/27/2026 |
348
|
$810 M
|
| Cresta Advisors, Ltd. |
2026 Q1
|
4/27/2026 |
53
|
$240 M
|
| Silver Lake Advisory, LLC |
2026 Q1
|
4/27/2026 |
103
|
$250 M
|
| ALTERNA WEALTH MANAGEMENT, INC |
2026 Q1
|
4/27/2026 |
105
|
$130 M
|
| Quantum Private Wealth, LLC |
2026 Q1
|
4/27/2026 |
165
|
$320 M
|
| Symmetry Partners, LLC |
2026 Q1
|
4/27/2026 |
282
|
$1.8 B
|
| Directional Asset Management |
2026 Q1
|
4/27/2026 |
90
|
$110 M
|
| TABR Capital Management, LLC |
2026 Q1
|
4/27/2026 |
54
|
$110 M
|
| One River Asset Management, LLC |
2026 Q1
|
4/27/2026 |
255
|
$270 M
|
| Transcendent Capital Group LLC |
2026 Q1
|
4/27/2026 |
112
|
$220 M
|
| FORTE ASSET MANAGEMENT LLC |
2026 Q1
|
4/27/2026 |
76
|
$230 M
|
| Whitegate Investment Counselors, Inc. |
2026 Q1
|
4/27/2026 |
68
|
$310 M
|
| Revisor Wealth Management LLC |
2026 Q1
|
4/27/2026 |
327
|
$360 M
|
| HUDSON EDGE INVESTMENT PARTNERS INC. |
2026 Q1
|
4/27/2026 |
101
|
$680 M
|
| Nationwide Fund Advisors |
2026 Q1
|
4/27/2026 |
9
|
$2.3 B
|
| V-Square Quantitative Management LLC |
2026 Q1
|
4/27/2026 |
721
|
$950 M
|
| Koshinski Asset Management, Inc. |
2026 Q1
|
4/27/2026 |
734
|
$1.6 B
|
| Eliot Finkel Investment Counsel, LLC |
2026 Q1
|
4/27/2026 |
32
|
$180 M
|
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC |
2026 Q1
|
4/27/2026 |
274
|
$760 M
|
| OLD REPUBLIC INTERNATIONAL CORP |
2026 Q1
|
4/27/2026 |
53
|
$2.5 B
|
| Rubicon Global Capital Ltd |
2026 Q1
|
4/27/2026 |
10
|
$230 M
|
| Fiduciary Planning LLC |
2026 Q1
|
4/27/2026 |
76
|
$330 M
|
| FSM Wealth Advisors, LLC |
2026 Q1
|
4/27/2026 |
318
|
$780 M
|
| Thrive Capital Management, LLC |
2026 Q1
|
4/27/2026 |
169
|
$460 M
|
| PROVIDENT TRUST CO |
2026 Q1
|
4/27/2026 |
22
|
$4.8 B
|
| Polaris Capital Management, LLC |
2026 Q1
|
4/27/2026 |
84
|
$1.2 B
|
| TSFG, LLC |
2026 Q1
|
4/27/2026 |
866
|
$660 M
|
| Schaeffer Financial LLC |
2026 Q1
|
4/27/2026 |
25
|
$120 M
|
| Tennessee Valley Asset Management Partners |
2026 Q1
|
4/27/2026 |
191
|
$760 M
|
| GenTrust, LLC |
2026 Q1
|
4/27/2026 |
282
|
$2.3 B
|
| Garrett Wealth Advisory Group, LLC |
2026 Q1
|
4/27/2026 |
134
|
$560 M
|
| GREENLEAF TRUST |
2026 Q1
|
4/27/2026 |
1,325
|
$10 B
|
| Reynders McVeigh Capital Management, LLC |
2026 Q1
|
4/27/2026 |
195
|
$2.0 B
|
| LBP AM SA |
2026 Q1
|
4/27/2026 |
476
|
$7.3 B
|
| CAPITAL ADVISORS INC/OK |
2026 Q1
|
4/27/2026 |
377
|
$6.2 B
|
| Board of the Pension Protection Fund |
2026 Q1
|
4/27/2026 |
156
|
$110 M
|
| PING CAPITAL MANAGEMENT, INC. |
2026 Q1
|
4/27/2026 |
83
|
$350 M
|
| BONNESS ENTERPRISES INC |
2026 Q1 - RESTATEMENT
|
4/27/2026 |
58
|
$270 M
|
| Great Point Wealth Advisors, LLC |
2026 Q1
|
4/27/2026 |
62
|
$540 M
|
| Pachira Investments Inc. |
2026 Q1
|
4/27/2026 |
72
|
$210 M
|
| Keyes, Stange & Wooten Wealth Management, LLC |
2026 Q1
|
4/27/2026 |
71
|
$220 M
|
| NorthLanding Financial Partners, LLC |
2026 Q1
|
4/27/2026 |
41
|
$120 M
|
| S.A. Mason LLC |
2026 Q1
|
4/27/2026 |
266
|
$270 M
|
| KEATING INVESTMENT COUNSELORS INC |
2026 Q1
|
4/27/2026 |
59
|
$400 M
|
| Ethic Inc. |
2026 Q1
|
4/27/2026 |
1,246
|
$6.4 B
|
| Smith & Howard Wealth Management, LLC |
2026 Q1
|
4/27/2026 |
124
|
$460 M
|
| Strathmore Capital Advisors, Inc. |
2026 Q1
|
4/27/2026 |
138
|
$350 M
|
| CITIZENS & NORTHERN CORP |
2026 Q1
|
4/27/2026 |
119
|
$400 M
|
| NVWM, LLC |
2026 Q1
|
4/27/2026 |
961
|
$450 M
|
| Independent Solutions Wealth Management, LLC |
2026 Q1
|
4/27/2026 |
185
|
$680 M
|
| Fairfield Financial Advisors, LTD |
2026 Q1
|
4/27/2026 |
74
|
$290 M
|
| RWC Asset Management LLP |
2026 Q1
|
4/27/2026 |
163
|
$2.4 B
|
| Ulland Investment Advisors, LLC |
2026 Q1
|
4/27/2026 |
213
|
$120 M
|
| FSA WEALTH PARTNERS, INC. |
2026 Q1
|
4/27/2026 |
79
|
$210 M
|
| Adams Asset Advisors, LLC |
2026 Q1
|
4/27/2026 |
88
|
$890 M
|
| Mosley Wealth Management |
2026 Q1
|
4/27/2026 |
466
|
$220 M
|
| Western Reserve Capital Management, LLC |
2026 Q1
|
4/27/2026 |
50
|
$120 M
|
| ALBION FINANCIAL GROUP /UT |
2026 Q1
|
4/27/2026 |
737
|
$1.5 B
|
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC |
2026 Q1
|
4/27/2026 |
173
|
$2.1 B
|
| MKA Charitable Fund |
2026 Q1
|
4/27/2026 |
1
|
$220 M
|
| Rochester Wealth Strategies, LLC |
2026 Q1
|
4/27/2026 |
24
|
$160 M
|
| RWC ASSET ADVISORS (US) LLC |
2026 Q1
|
4/27/2026 |
14
|
$460 M
|
| ATLas Financial Planning LLC |
2026 Q1
|
4/27/2026 |
69
|
$110 M
|
| Dominguez Wealth Management Solutions, Inc. |
2026 Q1
|
4/27/2026 |
67
|
$170 M
|
| Allied Investment Advisors, LLC |
2026 Q1
|
4/27/2026 |
100
|
$700 M
|
| University of Cambridge Investment Management Ltd |
2026 Q1
|
4/27/2026 |
1
|
$110 M
|
| FULTON BREAKEFIELD BROENNIMAN LLC |
2026 Q1
|
4/27/2026 |
200
|
$1.5 B
|
| COMMONWEALTH EQUITY SERVICES, LLC |
2026 Q1
|
4/27/2026 |
4,299
|
$72 B
|
| BEACON ADVISORS HOLDINGS, LLC |
2026 Q1
|
4/27/2026 |
37
|
$190 M
|
| Meredith Wealth Planning |
2026 Q1
|
4/27/2026 |
70
|
$370 M
|
| JB Capital LLC |
2026 Q1
|
4/27/2026 |
259
|
$2.5 B
|
| Benchmark Financial Wealth Advisors, LLC |
2026 Q1
|
4/27/2026 |
133
|
$360 M
|
| AMG Asset Management Group, Inc. |
2026 Q1
|
4/27/2026 |
80
|
$130 M
|
| Financial Planning Fort Collins, LLC |
2026 Q1
|
4/27/2026 |
33
|
$130 M
|
| FF Advisors,LLC |
2026 Q1
|
4/27/2026 |
114
|
$250 M
|
| Bulltick Wealth Management, LLC |
2026 Q1
|
4/27/2026 |
137
|
$450 M
|
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / |
2026 Q1
|
4/27/2026 |
55
|
$150 M
|
| HTG Investment Advisors, Inc. |
2026 Q1
|
4/27/2026 |
85
|
$350 M
|
| CAPE ANN SAVINGS BANK |
2026 Q1
|
4/27/2026 |
121
|
$200 M
|
| Colonial River Investments, LLC |
2026 Q1
|
4/27/2026 |
229
|
$280 M
|
| Hi-Line Capital Management, LLC |
2026 Q1
|
4/27/2026 |
32
|
$320 M
|
| DENVER WEALTH MANAGEMENT, INC. |
2026 Q1
|
4/27/2026 |
100
|
$290 M
|