| FELL CAPITAL MANAGEMENT /ADV |
2026 Q3
|
10/9/2026 |
94
|
$116M
|
| Williams & Novak Wealth Management, LLC |
2026 Q3
|
10/9/2026 |
149
|
$167M
|
| Capital Advisors Wealth Management, LLC |
2026 Q3
|
10/9/2026 |
233
|
$887M
|
| Kaizen Financial Strategies |
2026 Q3
|
10/9/2026 |
177
|
$254M
|
| RFG - Bristol Wealth Advisors, LLC |
2026 Q3
|
10/9/2026 |
172
|
$420M
|
| Biltmore Wealth Management, LLC |
2026 Q3
|
10/9/2026 |
59
|
$323M
|
| Balefire, LLC |
2026 Q3
|
10/9/2026 |
463
|
$636M
|
| Sound Income Strategies, LLC |
2026 Q3
|
10/9/2026 |
478
|
$2.24B
|
| GK Wealth Management LLC |
2026 Q3
|
10/9/2026 |
1,628
|
$177M
|
| Decker Wealth Management LLC |
2026 Q3
|
10/9/2026 |
122
|
$492M
|
| Sprinkle Financial Consultants LLC |
2026 Q3
|
10/9/2026 |
108
|
$256M
|
| Castle Rock Wealth Management, LLC |
2026 Q3
|
10/9/2026 |
269
|
$531M
|
| David J Yvars Group |
2026 Q3
|
10/9/2026 |
109
|
$218M
|
| Lincoln Capital LLC |
2026 Q3
|
10/9/2026 |
138
|
$570M
|
| Successful Portfolios LLC |
2026 Q3
|
10/9/2026 |
198
|
$217M
|
| Bill Few Associates, Inc. |
2026 Q3
|
10/9/2026 |
234
|
$481M
|
| CYPRESS FINANCIAL PLANNING LLC |
2026 Q3
|
10/9/2026 |
103
|
$371M
|
| Systrade AG |
2026 Q3
|
10/9/2026 |
12
|
$197M
|
| CAMELOT TECHNOLOGY ADVISORS, INC. |
2026 Q3
|
10/9/2026 |
62
|
$148M
|
| Shulman DeMeo Asset Management LLC |
2026 Q3
|
10/9/2026 |
144
|
$505M
|
| THRYVE WEALTH MANAGEMENT LLC |
2026 Q3
|
10/9/2026 |
40
|
$179M
|
| Draper Asset Management, LLC |
2026 Q3
|
10/9/2026 |
18
|
$218M
|
| Bullock Wealth Management Group |
2026 Q3
|
10/9/2026 |
629
|
$241M
|
| AVITY INVESTMENT MANAGEMENT INC. |
2026 Q3
|
10/9/2026 |
120
|
$1.60B
|
| AVAII WEALTH MANAGEMENT, LLC |
2026 Q3
|
10/9/2026 |
178
|
$347M
|
| Blackstone Inc. |
2026 Q2 - NEW HOLDINGS
|
10/9/2026 |
2
|
$6.03B
|
| Blackstone Inc. |
2026 Q1 - NEW HOLDINGS
|
10/9/2026 |
1
|
$5.53B
|
| Castleview Partners, LLC |
2026 Q3
|
10/9/2026 |
214
|
$228M
|
| Blackstone Inc. |
2025 Q4 - NEW HOLDINGS
|
10/9/2026 |
1
|
$6.00B
|
| Atlas Brown,Inc. |
2026 Q3
|
10/9/2026 |
357
|
$379M
|
| DAVIDSON TRUST CO |
2026 Q3
|
10/9/2026 |
266
|
$253M
|
| Freestate Advisors LLC |
2026 Q3
|
10/9/2026 |
43
|
$130M
|
| VALLEY WEALTH MANAGERS, INC. |
2026 Q3
|
10/9/2026 |
533
|
$1.76B
|
| Prism Advisors, Inc. |
2026 Q3
|
10/9/2026 |
82
|
$399M
|
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI |
2026 Q3
|
10/9/2026 |
160
|
$1.51B
|
| ARGUS INVESTORS' COUNSEL, INC. |
2026 Q3
|
10/9/2026 |
106
|
$129M
|
| ANB BANK |
2026 Q3
|
10/9/2026 |
197
|
$282M
|
| Trust Co |
2026 Q3
|
10/9/2026 |
915
|
$1.15B
|
| JACOBS & CO/CA |
2026 Q3
|
10/9/2026 |
132
|
$1.16B
|
| Friday Financial |
2026 Q3
|
10/9/2026 |
119
|
$506M
|
| REINHART PARTNERS, LLC. |
2026 Q3
|
10/9/2026 |
72
|
$4.11B
|
| GILPIN WEALTH MANAGEMENT, LLC |
2026 Q3
|
10/9/2026 |
1,422
|
$148M
|
| Capital Planning LLC |
2026 Q3
|
10/9/2026 |
84
|
$376M
|
| jvl associates llc |
2026 Q3
|
10/9/2026 |
75
|
$347M
|
| Harpswell Capital Advisors, LLC |
2026 Q3
|
10/9/2026 |
43
|
$152M
|
| TILIA FIDUCIARY PARTNERS, INC. |
2026 Q3 - RESTATEMENT
|
10/9/2026 |
114
|
$217M
|
| TILIA FIDUCIARY PARTNERS, INC. |
2026 Q3
|
10/9/2026 |
114
|
$217M
|
| Wealth Science Advisors LLC |
2026 Q3
|
10/9/2026 |
80
|
$238M
|
| Oak Grove Capital LLC |
2026 Q3
|
10/9/2026 |
341
|
$1.68B
|
| Marquette Asset Management, LLC |
2026 Q3
|
10/9/2026 |
785
|
$762M
|
| MAGNOLIA CAPITAL MANAGEMENT LTD |
2026 Q3
|
10/9/2026 |
71
|
$141M
|
| Hunting Hill Global Capital, LLC |
2026 Q3
|
10/9/2026 |
1
|
$0
|
| Sherry Group, Inc. |
2026 Q3
|
10/9/2026 |
53
|
$107M
|
| Arbor Wealth Advisors LLC |
2026 Q3
|
10/9/2026 |
60
|
$161M
|
| ARMSTRONG ADVISORY GROUP, INC |
2026 Q3
|
10/9/2026 |
1,041
|
$1.66B
|
| Insight Wealth Strategies, LLC |
2026 Q3
|
10/9/2026 |
194
|
$1.01B
|
| Douglas Lane & Associates, LLC |
2026 Q3
|
10/9/2026 |
246
|
$7.46B
|
| Gerald Baker Financial Group LLC |
2026 Q3
|
10/9/2026 |
123
|
$354M
|
| O'Keefe Stevens Advisory, Inc. |
2026 Q3
|
10/9/2026 |
81
|
$489M
|
| Dakota Community Bank & Trust NA |
2026 Q3
|
10/9/2026 |
102
|
$34.8M
|
| Aventus Investment Advisors, Inc. |
2026 Q3
|
10/9/2026 |
173
|
$137M
|
| BOS Asset Management, LLC |
2026 Q3
|
10/9/2026 |
192
|
$428M
|
| CENTRAL BANK & TRUST CO |
2026 Q3
|
10/9/2026 |
210
|
$701M
|
| WoodTrust Financial Corp |
2026 Q3
|
10/9/2026 |
242
|
$825M
|
| Kopion Asset Management, LLC |
2026 Q3
|
10/9/2026 |
20
|
$156M
|
| PKO BP BANKOWY Universal Pension Society JSC |
2026 Q3
|
10/9/2026 |
13
|
$340M
|
| Brown Shipley& Co Ltd |
2026 Q3
|
10/9/2026 |
77
|
$208M
|
| Paragon Capital Management Ltd |
2026 Q3
|
10/9/2026 |
207
|
$544M
|
| LAWOOD & CO |
2026 Q3
|
10/9/2026 |
164
|
$145M
|
| Cadent Capital Advisors, LLC |
2026 Q3
|
10/9/2026 |
194
|
$466M
|
| Intelligence Driven Advisers, LLC |
2026 Q3
|
10/9/2026 |
134
|
$579M
|
| Athena Wealth Management, LLC |
2026 Q3
|
10/9/2026 |
103
|
$139M
|
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC |
2026 Q3
|
10/9/2026 |
339
|
$140M
|
| Gouws Capital LLC |
2026 Q3
|
10/9/2026 |
53
|
$212M
|
| SHAH CAPITAL MANAGEMENT |
2026 Q3
|
10/9/2026 |
11
|
$605M
|
| CenterStar Asset Management, LLC |
2026 Q3
|
10/9/2026 |
216
|
$63.3M
|
| Koenig Investment Advisory, LLC |
2026 Q3
|
10/9/2026 |
38
|
$137M
|
| Werlinich Asset Management, LLC |
2026 Q3
|
10/9/2026 |
57
|
$258M
|
| STEPHENS GROUP ASSET MANAGEMENT, LLC |
2026 Q3
|
10/9/2026 |
26
|
$1.75B
|
| Wedmont Private Capital |
2026 Q3
|
10/9/2026 |
1,008
|
$4.18B
|
| Dale Q Rice Investment Management Ltd |
2026 Q3
|
10/9/2026 |
68
|
$184M
|
| Delta Wealth Advisors LLC |
2026 Q3
|
10/9/2026 |
48
|
$146M
|
| Oak Root LLC |
2026 Q3
|
10/9/2026 |
10
|
$907M
|
| Turner Capital Investments, LLC |
2026 Q3
|
10/9/2026 |
6
|
$118M
|
| Integrated Financial Solutions, Inc. |
2026 Q3
|
10/9/2026 |
35
|
$195M
|
| HF Advisory Group, LLC |
2026 Q3
|
10/9/2026 |
174
|
$336M
|
| Kearns & Associates LLC |
2026 Q3
|
10/9/2026 |
39
|
$218M
|
| SACKS & ASSOCIATES, LLC |
2026 Q3
|
10/9/2026 |
79
|
$143M
|
| Councilor Wealth, LLC |
2026 Q3
|
10/9/2026 |
87
|
$243M
|
| Roan Capital Partners |
2026 Q3
|
10/9/2026 |
78
|
$137M
|
| Adirondack Capital Advisors, LLC |
2026 Q3
|
10/9/2026 |
45
|
$194M
|
| Montz Harcus Wealth Management LLC |
2026 Q3
|
10/9/2026 |
97
|
$285M
|
| Client First Investment Management LLC |
2026 Q3
|
10/9/2026 |
24
|
$210M
|
| Gallagher Capital Advisors, LLC |
2026 Q3
|
10/9/2026 |
72
|
$187M
|
| RTD Financial Advisors, Inc. |
2026 Q3
|
10/9/2026 |
124
|
$914M
|
| Dupree Financial Group, LLC |
2026 Q3
|
10/9/2026 |
79
|
$277M
|
| Baron Financial Group, LLC |
2026 Q3
|
10/9/2026 |
57
|
$205M
|
| Taylor & Morgan Wealth Management, LLC |
2026 Q3
|
10/9/2026 |
89
|
$208M
|
| RIVERSEDGE ADVISORS, LLC |
2026 Q3
|
10/9/2026 |
368
|
$806M
|
| Towneley Capital Management, Inc / DE |
2026 Q3
|
10/9/2026 |
45
|
$505M
|