| Bravera Wealth |
2026 Q1
|
4/22/2026 |
410
|
$220 M
|
| RETIREMENT GUYS FORMULA LLC |
2026 Q1
|
4/22/2026 |
154
|
$220 M
|
| Hoese & Co LLP |
2026 Q1
|
4/22/2026 |
154
|
$130 M
|
| BigSur Wealth Management LLC |
2026 Q1
|
4/22/2026 |
164
|
$360 M
|
| Churchill Financial Advisors, LLC |
2026 Q1
|
4/22/2026 |
123
|
$480 M
|
| AtlasMark Financial, Inc |
2022 Q1
|
4/22/2026 |
40
|
$78 M
|
| AtlasMark Financial, Inc |
2022 Q2
|
4/22/2026 |
40
|
$69 M
|
| AtlasMark Financial, Inc |
2022 Q3
|
4/22/2026 |
38
|
$67 M
|
| AtlasMark Financial, Inc |
2023 Q1
|
4/22/2026 |
38
|
$76 M
|
| AtlasMark Financial, Inc |
2024 Q3
|
4/22/2026 |
40
|
$110 M
|
| AtlasMark Financial, Inc |
2023 Q2
|
4/22/2026 |
39
|
$81 M
|
| AtlasMark Financial, Inc |
2024 Q4
|
4/22/2026 |
39
|
$110 M
|
| AtlasMark Financial, Inc |
2025 Q1
|
4/22/2026 |
39
|
$110 M
|
| AtlasMark Financial, Inc |
2025 Q2
|
4/22/2026 |
39
|
$130 M
|
| AtlasMark Financial, Inc |
2025 Q3
|
4/22/2026 |
43
|
$150 M
|
| AtlasMark Financial, Inc |
2026 Q1
|
4/22/2026 |
47
|
$150 M
|
| AtlasMark Financial, Inc |
2025 Q4
|
4/22/2026 |
47
|
$150 M
|
| Wealth Advisory Solutions, LLC |
2026 Q1
|
4/22/2026 |
142
|
$450 M
|
| LANDMARK WEALTH MANAGEMENT, INC. |
2026 Q1
|
4/22/2026 |
70
|
$270 M
|
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE |
2026 Q1
|
4/22/2026 |
59
|
$340 M
|
| RIDGECREST WEALTH PARTNERS, LLC |
2026 Q1
|
4/22/2026 |
96
|
$180 M
|
| QUATTRO FINANCIAL ADVISORS LLC |
2026 Q1
|
4/22/2026 |
91
|
$330 M
|
| WestEnd Advisors, LLC |
2026 Q1
|
4/22/2026 |
391
|
$4.1 B
|
| Phoenix Wealth Advisors |
2026 Q1
|
4/22/2026 |
126
|
$250 M
|
| Bravera Wealth |
2025 Q4
|
4/22/2026 |
483
|
$200 M
|
| AtlasMark Financial, Inc |
2021 Q4
|
4/22/2026 |
41
|
$83 M
|
| GERBER, LLC |
2026 Q1
|
4/22/2026 |
88
|
$180 M
|
| AtlasMark Financial, Inc |
2021 Q3
|
4/22/2026 |
39
|
$75 M
|
| PROMETHIUM ADVISORS,LLC |
2026 Q1
|
4/22/2026 |
112
|
$190 M
|
| AtlasMark Financial, Inc |
2021 Q2
|
4/22/2026 |
39
|
$76 M
|
| AtlasMark Financial, Inc |
2021 Q1
|
4/22/2026 |
39
|
$72 M
|
| Lakeshore Capital Group, Inc. |
2026 Q1
|
4/22/2026 |
91
|
$120 M
|
| Investment Advisory Group, LLC |
2026 Q1
|
4/22/2026 |
194
|
$390 M
|
| Financially in Tune, LLC |
2026 Q1
|
4/22/2026 |
77
|
$120 M
|
| AtlasMark Financial, Inc |
2020 Q4
|
4/22/2026 |
37
|
$66 M
|
| Invera Wealth Advisors, LLC |
2026 Q1
|
4/22/2026 |
98
|
$160 M
|
| AtlasMark Financial, Inc |
2020 Q3
|
4/22/2026 |
37
|
$58 M
|
| Richard Bernstein Advisors LLC |
2026 Q1
|
4/22/2026 |
227
|
$3.4 B
|
| AtlasMark Financial, Inc |
2020 Q2
|
4/22/2026 |
36
|
$51 M
|
| AtlasMark Financial, Inc |
2019 Q4
|
4/22/2026 |
34
|
$44 M
|
| Englebert Financial Advisers, LLC |
2026 Q1
|
4/22/2026 |
55
|
$88 M
|
| AtlasMark Financial, Inc |
2020 Q1
|
4/22/2026 |
33
|
$40 M
|
| AtlasMark Financial, Inc |
2019 Q3
|
4/22/2026 |
34
|
$40 M
|
| TRUEFG, LLC |
2026 Q1
|
4/22/2026 |
71
|
$380 M
|
| TRAPHAGEN INVESTMENT ADVISORS LLC |
2026 Q1
|
4/22/2026 |
207
|
$1.2 B
|
| MUIRFIELD WEALTH ADVISORS LLC |
2026 Q1
|
4/22/2026 |
80
|
$140 M
|
| Peak Planning Group, LLC |
2026 Q1
|
4/22/2026 |
120
|
$360 M
|
| BEACON FINANCIAL PLANNING, INC |
2026 Q1
|
4/22/2026 |
76
|
$260 M
|
| HARRELL INVESTMENT PARTNERS, LLC |
2026 Q1
|
4/22/2026 |
144
|
$420 M
|
| Employees Provident Fund Board |
2008 Q1
|
4/22/2026 |
17
|
$130 M
|
| Berry Wealth Group, LP |
2026 Q1
|
4/22/2026 |
28
|
$27 M
|
| M3 Advisory Group, LLC |
2026 Q1
|
4/22/2026 |
149
|
$160 M
|
| Spire Wealth Management |
2026 Q1
|
4/22/2026 |
2,413
|
$2.9 B
|
| Uniting Wealth Partners, LLC |
2026 Q1
|
4/22/2026 |
205
|
$470 M
|
| Applied Capital LLC |
2026 Q1
|
4/22/2026 |
51
|
$270 M
|
| Monument Group Wealth Advisors, LLC |
2026 Q1
|
4/22/2026 |
43
|
$180 M
|
| Arcataur Capital Management LLC |
2026 Q1
|
4/22/2026 |
103
|
$360 M
|
| SUTTON PLACE INVESTORS LLC |
2026 Q1
|
4/22/2026 |
136
|
$180 M
|
| Employees Provident Fund Board |
2008 Q2
|
4/22/2026 |
17
|
$150 M
|
| Evensky & Katz LLC |
2026 Q1
|
4/22/2026 |
72
|
$1.8 B
|
| Stone House Investment Management, LLC |
2026 Q1
|
4/22/2026 |
1,069
|
$560 M
|
| RMR Wealth Builders |
2026 Q1
|
4/22/2026 |
277
|
$1.3 B
|
| Employees Provident Fund Board |
2008 Q3
|
4/22/2026 |
17
|
$190 M
|
| MINDSET WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/22/2026 |
176
|
$370 M
|
| Employees Provident Fund Board |
2008 Q4
|
4/22/2026 |
20
|
$420 M
|
| CORNERSTONE ENTERPRISES, LLC |
2026 Q1
|
4/22/2026 |
35
|
$200 M
|
| Freedom Investment Management, Inc. |
2026 Q1
|
4/22/2026 |
153
|
$340 M
|
| MOTCO |
2026 Q1
|
4/22/2026 |
737
|
$1.1 B
|
| Aspire Capital Advisors LLC |
2026 Q1
|
4/22/2026 |
122
|
$440 M
|
| Crew Capital Management, Ltd |
2026 Q1
|
4/22/2026 |
109
|
$150 M
|
| Sendero Wealth Management, LLC |
2026 Q1
|
4/22/2026 |
321
|
$900 M
|
| RAINEY & RANDALL WEALTH ADVISORS INC. |
2026 Q1
|
4/22/2026 |
76
|
$620 M
|
| Genesee Capital Advisors, LLC |
2026 Q1
|
4/22/2026 |
138
|
$240 M
|
| Rolek Wealth Management LLC |
2026 Q1
|
4/22/2026 |
22
|
$140 M
|
| Barnes Dennig Private Wealth Management LLC |
2026 Q1
|
4/22/2026 |
307
|
$100 M
|
| Bluesphere Advisors LLC |
2026 Q1
|
4/22/2026 |
121
|
$280 M
|
| Storen Legacy Partners, LLC |
2026 Q1
|
4/22/2026 |
102
|
$320 M
|
| KENNEDY INVESTMENT GROUP, INC. |
2026 Q1
|
4/22/2026 |
135
|
$260 M
|
| J. Team Financial, Inc. |
2026 Q1
|
4/22/2026 |
84
|
$89 M
|
| Avantra Family Wealth, Inc. |
2026 Q1
|
4/22/2026 |
158
|
$130 M
|
| Kapstone Financial Advisors LLC |
2026 Q1
|
4/22/2026 |
154
|
$200 M
|
| Grove Street Fiduciary, LLC |
2026 Q1
|
4/22/2026 |
74
|
$230 M
|
| Aureum Wealth Management, LLC |
2026 Q1
|
4/22/2026 |
60
|
$140 M
|
| Atlantic Edge Private Wealth Management, LLC |
2026 Q1
|
4/22/2026 |
601
|
$410 M
|
| James Hambro & Partners LLP |
2026 Q1
|
4/22/2026 |
57
|
$2.6 B
|
| MATAURO, LLC |
2026 Q1
|
4/22/2026 |
145
|
$690 M
|
| Quintet Private Bank (Europe) S.A. |
2026 Q1
|
4/22/2026 |
187
|
$1.5 B
|
| NORRIS PERNE & FRENCH LLP/MI |
2026 Q1
|
4/22/2026 |
139
|
$1.5 B
|
| BRAUN STACEY ASSOCIATES INC |
2026 Q1
|
4/22/2026 |
112
|
$3.0 B
|
| Employees Provident Fund Board |
2009 Q1
|
4/22/2026 |
20
|
$390 M
|
| ABN AMRO Bank N.V. |
2026 Q1
|
4/22/2026 |
228
|
$9.3 B
|
| Traveka Wealth, LLC |
2026 Q1
|
4/22/2026 |
186
|
$260 M
|
| Employees Provident Fund Board |
2009 Q2
|
4/22/2026 |
20
|
$510 M
|
| Harbor Asset Planning, Inc. |
2026 Q1
|
4/22/2026 |
2,052
|
$120 M
|
| Employees Provident Fund Board |
2009 Q3
|
4/22/2026 |
20
|
$660 M
|
| Realta Investment Advisors |
2026 Q1
|
4/22/2026 |
367
|
$290 M
|
| Union Bancaire Privee, UBP SA |
2026 Q1
|
4/22/2026 |
487
|
$7.2 B
|
| Employees Provident Fund Board |
2009 Q4
|
4/22/2026 |
23
|
$690 M
|
| JIM SAULNIER & ASSOCIATES, LLC |
2026 Q1
|
4/22/2026 |
139
|
$210 M
|
| Sterling Capital Management LLC |
2026 Q1
|
4/22/2026 |
3,398
|
$5.3 B
|