| Argent Advisors, Inc. |
2026 Q1
|
4/24/2026 |
173
|
$370 M
|
| Newton One Investments LLC |
2026 Q1
|
4/24/2026 |
121
|
$370 M
|
| Cane Capital Partners, LLC |
2026 Q1
|
4/24/2026 |
131
|
$230 M
|
| JAMES INVESTMENT RESEARCH, INC. |
2026 Q1
|
4/24/2026 |
359
|
$890 M
|
| SECURED RETIREMENT ADVISORS, LLC |
2026 Q1
|
4/24/2026 |
130
|
$180 M
|
| Vertrix Wealth Management, LLC |
2026 Q1
|
4/24/2026 |
95
|
$270 M
|
| MITCHELL & PAHL PRIVATE WEALTH, LLC |
2026 Q1
|
4/24/2026 |
145
|
$250 M
|
| Sage Investment Counsel LLC |
2026 Q1
|
4/24/2026 |
127
|
$90 M
|
| Royal Harbor Partners, LLC |
2026 Q1
|
4/24/2026 |
51
|
$300 M
|
| Clarity Wealth Advisors, LLC |
2026 Q1
|
4/24/2026 |
108
|
$490 M
|
| SEAMOUNT FINANCIAL GROUP INC |
2026 Q1
|
4/24/2026 |
135
|
$220 M
|
| STEVENS CAPITAL PARTNERS |
2026 Q1
|
4/24/2026 |
166
|
$420 M
|
| HERITAGE INVESTORS MANAGEMENT CORP |
2026 Q1
|
4/24/2026 |
249
|
$3.3 B
|
| Physician Wealth Advisors, Inc. |
2026 Q1
|
4/24/2026 |
2,057
|
$720 M
|
| Canton Hathaway, LLC |
2026 Q1
|
4/24/2026 |
268
|
$500 M
|
| rebel Financial LLC |
2026 Q1
|
4/24/2026 |
65
|
$230 M
|
| Lynch Asset Management, Inc. |
2026 Q1
|
4/24/2026 |
51
|
$300 M
|
| Boston Trust Walden Corp |
2026 Q1
|
4/24/2026 |
613
|
$12 B
|
| Livet Wealth, LLC |
2026 Q1
|
4/24/2026 |
117
|
$160 M
|
| BAYSHORE ASSET MANAGEMENT, LLC |
2026 Q1
|
4/24/2026 |
40
|
$250 M
|
| MAGNOLIA GROUP, LLC |
2026 Q1
|
4/24/2026 |
12
|
$540 M
|
| KEYBANK NATIONAL ASSOCIATION/OH |
2026 Q1
|
4/24/2026 |
1,889
|
$27 B
|
| GPM Growth Investors, Inc. |
2026 Q1
|
4/24/2026 |
42
|
$240 M
|
| Axis Wealth Partners, LLC |
2026 Q1
|
4/24/2026 |
207
|
$190 M
|
| PURSUIT WEALTH STRATEGIES, LLC |
2025 Q4
|
4/24/2026 |
100
|
$71 M
|
| Harrison Street Private Wealth LLC |
2026 Q1
|
4/24/2026 |
21
|
$76 M
|
| Eagle Bay Advisors LLC |
2026 Q1
|
4/24/2026 |
127
|
$110 M
|
| Investment Management Trust, LLC |
2026 Q1
|
4/24/2026 |
81
|
$100 M
|
| Family Capital Trust Co |
2026 Q1
|
4/24/2026 |
87
|
$310 M
|
| Franklin, Parlapiano, Turner & Welch, LLC |
2026 Q1
|
4/24/2026 |
55
|
$420 M
|
| Black Swift Group, LLC |
2026 Q1
|
4/24/2026 |
117
|
$570 M
|
| Greater Midwest Financial Group, LLC |
2026 Q1
|
4/24/2026 |
65
|
$190 M
|
| Bull Street Advisors, LLC |
2026 Q1
|
4/24/2026 |
94
|
$200 M
|
| Mann Financial Group, Inc. |
2026 Q1
|
4/24/2026 |
31
|
$110 M
|
| Berkeley, Inc |
2026 Q1
|
4/24/2026 |
81
|
$300 M
|
| Blue Capital, Inc. |
2026 Q1
|
4/24/2026 |
107
|
$150 M
|
| SOL Capital Management CO |
2026 Q1
|
4/24/2026 |
52
|
$210 M
|
| Peregrine Asset Advisers, Inc. |
2026 Q1
|
4/24/2026 |
189
|
$370 M
|
| Patten Group, Inc. |
2026 Q1
|
4/24/2026 |
296
|
$580 M
|
| STRS OHIO |
2026 Q1
|
4/24/2026 |
2,118
|
$25 B
|
| Slow Capital, Inc. |
2026 Q1
|
4/24/2026 |
104
|
$770 M
|
| Abacus Wealth Partners, LLC |
2026 Q1
|
4/24/2026 |
504
|
$1.1 B
|
| ERn Financial, LLC |
2026 Q1
|
4/24/2026 |
150
|
$530 M
|
| DB&C Advisors, LLC |
2026 Q1
|
4/24/2026 |
67
|
$77 M
|
| FLOYD FINANCIAL GROUP LLC |
2026 Q1
|
4/24/2026 |
68
|
$150 M
|
| Legend Financial Advisors, Inc. |
2026 Q1
|
4/24/2026 |
38
|
$160 M
|
| CFC Planning Co LLC |
2026 Q1
|
4/24/2026 |
72
|
$140 M
|
| Kendall Capital Management |
2026 Q1
|
4/24/2026 |
231
|
$490 M
|
| Greenfield Seitz Capital Management, LLC |
2026 Q1
|
4/24/2026 |
111
|
$330 M
|
| VISION FINANCIAL MARKETS LLC |
2026 Q1
|
4/24/2026 |
425
|
$100 M
|
| Triasima Portfolio Management inc. |
2026 Q1
|
4/24/2026 |
137
|
$660 M
|
| Attestor Capital Ltd |
2026 Q1
|
4/24/2026 |
9
|
$380 M
|
| Old Peak Finance LLC |
2026 Q1
|
4/24/2026 |
117
|
$170 M
|
| Pinion Investment Advisors, LLC |
2026 Q1
|
4/24/2026 |
181
|
$430 M
|
| PERRYMAN FINANCIAL ADVISORY INC /AD |
2026 Q1
|
4/24/2026 |
175
|
$670 M
|
| Reality Financial Planning Services, LLC |
2026 Q1
|
4/24/2026 |
20
|
$100 M
|
| Saxony Capital Management, LLC |
2026 Q1
|
4/24/2026 |
161
|
$170 M
|
| Charter Oak Capital Management, LLC |
2026 Q1
|
4/24/2026 |
211
|
$1.3 B
|
| ZWJ INVESTMENT COUNSEL INC |
2026 Q1
|
4/24/2026 |
241
|
$2.8 B
|
| YOUSIF CAPITAL MANAGEMENT, LLC |
2026 Q1
|
4/24/2026 |
1,858
|
$8.5 B
|
| CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC |
2026 Q1
|
4/24/2026 |
7
|
$40 M
|
| Cyr Financial Inc. |
2026 Q1
|
4/24/2026 |
58
|
$170 M
|
| Marathon Asset Management Ltd |
2026 Q1
|
4/24/2026 |
74
|
$2.6 B
|
| Mills Wealth Advisors LLC |
2026 Q1
|
4/24/2026 |
80
|
$290 M
|
| Medallion Wealth Advisors, LLC |
2026 Q1
|
4/24/2026 |
12,534
|
$310 M
|
| Medallion Wealth Advisors, LLC |
2025 Q4
|
4/24/2026 |
12,123
|
$300 M
|
| Medallion Wealth Advisors, LLC |
2025 Q2
|
4/24/2026 |
11,042
|
$260 M
|
| SWMG, LLC |
2026 Q1
|
4/24/2026 |
120
|
$350 M
|
| Medallion Wealth Advisors, LLC |
2025 Q3
|
4/24/2026 |
11,458
|
$280 M
|
| Medallion Wealth Advisors, LLC |
2025 Q1
|
4/24/2026 |
10,741
|
$220 M
|
| Medallion Wealth Advisors, LLC |
2024 Q4
|
4/24/2026 |
9,606
|
$200 M
|
| MEANS INVESTMENT CO., INC. |
2026 Q1
|
4/24/2026 |
215
|
$1.1 B
|
| Bishop & Co Investment Management, LLC |
2026 Q1
|
4/24/2026 |
26
|
$290 M
|
| SummerHaven Investment Management, LLC |
2026 Q1
|
4/24/2026 |
193
|
$160 M
|
| Cannon Advisors, Inc. |
2026 Q1
|
4/24/2026 |
87
|
$130 M
|
| Ledyard National Bank |
2026 Q1
|
4/24/2026 |
330
|
$1.2 B
|
| Advanced Asset Management Advisors Inc |
2026 Q1
|
4/24/2026 |
79
|
$360 M
|
| Retirement Systems of Alabama |
2026 Q1
|
4/24/2026 |
947
|
$30 B
|
| Lynx Investment Advisory |
2026 Q1
|
4/24/2026 |
400
|
$210 M
|
| TT International Asset Management LTD |
2026 Q1
|
4/24/2026 |
48
|
$920 M
|
| Goldstone Financial Group, LLC |
2026 Q1
|
4/24/2026 |
229
|
$920 M
|
| Greystone Financial Group, LLC |
2026 Q1
|
4/24/2026 |
78
|
$350 M
|
| ENZI WEALTH |
2026 Q1
|
4/24/2026 |
71
|
$290 M
|
| OAKWORTH CAPITAL, INC. |
2026 Q1
|
4/24/2026 |
1,253
|
$1.9 B
|
| FRG Family Wealth Advisors LLC |
2026 Q1
|
4/24/2026 |
156
|
$610 M
|
| Gilliland Jeter Wealth Management LLC |
2026 Q1
|
4/24/2026 |
184
|
$340 M
|
| MILFAM LLC |
2026 Q1
|
4/24/2026 |
8
|
$100 M
|
| United Community Bank |
2026 Q1
|
4/24/2026 |
565
|
$300 M
|
| CRUX WEALTH ADVISORS |
2026 Q1
|
4/24/2026 |
181
|
$260 M
|
| Luminist Capital LLC |
2026 Q1
|
4/24/2026 |
228
|
$75 M
|
| Michels Family Financial, LLC |
2026 Q1
|
4/24/2026 |
139
|
$140 M
|
| Alexis Investment Partners, LLC |
2026 Q1
|
4/24/2026 |
35
|
$150 M
|
| Walker Asset Management, LLC |
2026 Q1
|
4/24/2026 |
145
|
$180 M
|
| BAYBAN |
2026 Q1
|
4/24/2026 |
671
|
$120 M
|
| Redwood Wealth Management Group, LLC |
2026 Q1
|
4/24/2026 |
179
|
$230 M
|
| NORTH POINT PORTFOLIO MANAGERS CORP/OH |
2026 Q1
|
4/24/2026 |
76
|
$560 M
|
| Key Financial Inc |
2026 Q1
|
4/24/2026 |
1,440
|
$560 M
|
| Equinox Partners Investment Management LLC |
2026 Q1
|
4/24/2026 |
11
|
$250 M
|
| SHAH CAPITAL MANAGEMENT |
2026 Q1
|
4/24/2026 |
11
|
$520 M
|
| Wealth Care LLC |
2026 Q1
|
4/24/2026 |
67
|
$110 M
|