| BARRETT & COMPANY, INC. |
2026 Q2
|
7/24/2026 |
707
|
$360 M
|
| a16z Perennial Management, L.P. |
2026 Q2
|
7/24/2026 |
63
|
$1.2 B
|
| Terril Brothers, Inc. |
2026 Q2
|
7/24/2026 |
71
|
$390 M
|
| Drystone LLC |
2026 Q2
|
7/24/2026 |
18
|
$120 M
|
| Stronghold Wealth Management L.L.C. |
2026 Q2
|
7/24/2026 |
244
|
$75 M
|
| Boston Trust Walden Corp |
2026 Q2
|
7/24/2026 |
620
|
$13 B
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
2026 Q2
|
7/24/2026 |
1,342
|
$8.0 B
|
| TCV Trust & Wealth Management, Inc. |
2026 Q2
|
7/24/2026 |
416
|
$1.3 B
|
| CRA Financial Services, LLC |
2026 Q2
|
7/24/2026 |
321
|
$870 M
|
| Meredith Wealth Planning |
2026 Q2
|
7/24/2026 |
74
|
$420 M
|
| MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd |
2026 Q2
|
7/24/2026 |
68
|
$1.0 B
|
| MADDEN SECURITIES Corp |
2026 Q2
|
7/24/2026 |
118
|
$360 M
|
| Narwhal Capital Management |
2026 Q2
|
7/24/2026 |
157
|
$1.4 B
|
| Brookmont Capital Management |
2026 Q2
|
7/24/2026 |
61
|
$190 M
|
| EdgeRock Capital LLC |
2026 Q2
|
7/24/2026 |
134
|
$440 M
|
| Nelson Capital Management, LLC |
2026 Q2
|
7/24/2026 |
120
|
$910 M
|
| Lansing Street Advisors |
2026 Q2
|
7/24/2026 |
167
|
$470 M
|
| Silver Coast Investments LLC |
2026 Q2
|
7/24/2026 |
121
|
$340 M
|
| PERRYMAN FINANCIAL ADVISORY INC /AD |
2026 Q2
|
7/24/2026 |
191
|
$750 M
|
| JAMES INVESTMENT RESEARCH, INC. |
2026 Q2
|
7/24/2026 |
375
|
$980 M
|
| Legacy Advisors, LLC |
2026 Q2
|
7/24/2026 |
337
|
$1.1 B
|
| SEMITAM BONAM LLC |
2026 Q2
|
7/24/2026 |
50
|
$140 M
|
| Blossom Wealth Management |
2026 Q2
|
7/24/2026 |
72
|
$71 M
|
| DORVAL Corp |
2026 Q2
|
7/24/2026 |
49
|
$350 M
|
| Investment Partners Asset Management, Inc. |
2026 Q2
|
7/24/2026 |
173
|
$180 M
|
| Donor Advised Charitable Giving, Inc. |
2026 Q2
|
7/24/2026 |
32
|
$4.5 B
|
| GREENWOOD GEARHART LLC |
2026 Q2
|
7/24/2026 |
168
|
$2.1 B
|
| BFI Infinity Ltd. |
2025 Q4 - RESTATEMENT
|
7/24/2026 |
53
|
$320 M
|
| BFI Infinity Ltd. |
2026 Q1 - RESTATEMENT
|
7/24/2026 |
63
|
$190 M
|
| Grey Rock Energy Management, LLC |
2026 Q2
|
7/24/2026 |
1
|
$240 M
|
| BFI Infinity Ltd. |
2025 Q2 - RESTATEMENT
|
7/24/2026 |
57
|
$200 M
|
| BFI Infinity Ltd. |
2025 Q3 - RESTATEMENT
|
7/24/2026 |
56
|
$230 M
|
| BFI Infinity Ltd. |
2025 Q2 - RESTATEMENT
|
7/24/2026 |
57
|
$200 M
|
| FLYNN ZITO CAPITAL MANAGEMENT, LLC |
2026 Q2
|
7/24/2026 |
166
|
$370 M
|
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. |
2026 Q2
|
7/24/2026 |
246
|
$760 M
|
| Tiller Private Wealth, Inc. |
2026 Q2
|
7/24/2026 |
69
|
$320 M
|
| Opus Financial Solutions LLC |
2026 Q2
|
7/24/2026 |
111
|
$120 M
|
| MBM WEALTH CONSULTANTS, LLC |
2026 Q2
|
7/24/2026 |
123
|
$520 M
|
| SEAMOUNT FINANCIAL GROUP INC |
2026 Q2
|
7/24/2026 |
141
|
$250 M
|
| Pine Valley Investments Ltd Liability Co |
2026 Q2
|
7/24/2026 |
610
|
$2.5 B
|
| Clarity Wealth Advisors, LLC |
2026 Q2
|
7/24/2026 |
117
|
$570 M
|
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV |
2026 Q2
|
7/24/2026 |
195
|
$310 M
|
| ALLEN WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/24/2026 |
60
|
$210 M
|
| Bogart Wealth, LLC |
2026 Q2
|
7/24/2026 |
2,013
|
$2.9 B
|
| FIDUCIARY ADVISORS, INC. |
2026 Q2
|
7/24/2026 |
155
|
$150 M
|
| Stonebridge Financial Group, LLC / MO |
2026 Q2
|
7/24/2026 |
171
|
$150 M
|
| Cohalo Advisory LLC |
2026 Q2
|
7/24/2026 |
14
|
$1.7 M
|
| STONE LOFT WEALTH MANAGEMENT LLC |
2026 Q2
|
7/24/2026 |
31
|
$180 M
|
| GREATMARK INVESTMENT PARTNERS, INC. |
2026 Q2
|
7/24/2026 |
153
|
$910 M
|
| SPWM Advisors LLC |
2026 Q2
|
7/24/2026 |
90
|
$110 M
|
| Prism Advisors, Inc. |
2026 Q2
|
7/24/2026 |
77
|
$410 M
|
| Sunpointe, LLC |
2026 Q2
|
7/24/2026 |
281
|
$350 M
|
| DUFF & PHELPS INVESTMENT MANAGEMENT CO |
2026 Q1 - RESTATEMENT
|
7/24/2026 |
321
|
$9.6 B
|
| SWP FINANCIAL LLC |
2026 Q2
|
7/24/2026 |
78
|
$220 M
|
| Fortis Group Advisors, LLC |
2026 Q2
|
7/24/2026 |
706
|
$630 M
|
| Clarus Group, Inc. |
2026 Q2
|
7/24/2026 |
127
|
$300 M
|
| TMB Capital Partners, LLC |
2026 Q2
|
7/24/2026 |
177
|
$320 M
|
| Farmers & Merchants Trust Co of Chambersburg PA |
2026 Q2
|
7/24/2026 |
358
|
$390 M
|
| Wealth Advisory Solutions, LLC |
2026 Q2
|
7/24/2026 |
150
|
$490 M
|
| DHJJ Financial Advisors, Ltd. |
2026 Q2
|
7/24/2026 |
1,082
|
$350 M
|
| UDINE WEALTH MANAGEMENT, INC. |
2026 Q2
|
7/24/2026 |
40
|
$240 M
|
| BridgePort Financial Solutions, LLC |
2026 Q2
|
7/24/2026 |
240
|
$390 M
|
| Xcel Wealth Management, LLC |
2026 Q2
|
7/24/2026 |
140
|
$420 M
|
| WealthBridge Capital Management, LLC |
2026 Q2
|
7/24/2026 |
235
|
$500 M
|
| Quaker Wealth Management, LLC |
2026 Q2
|
7/24/2026 |
970
|
$340 M
|
| PETRA FINANCIAL ADVISORS INC |
2026 Q2
|
7/24/2026 |
168
|
$220 M
|
| POSTROCK PARTNERS LLC |
2026 Q2
|
7/24/2026 |
78
|
$250 M
|
| VIMA LLC |
2026 Q2
|
7/24/2026 |
377
|
$100 M
|
| Sharp Wealth Advisory, LLC |
2026 Q2
|
7/24/2026 |
127
|
$220 M
|
| Kaydan Wealth Management, Inc. |
2026 Q2
|
7/24/2026 |
115
|
$330 M
|
| Shepherd Street Advisors LLC |
2026 Q2
|
7/24/2026 |
86
|
$110 M
|
| Starlite Capital INC |
2026 Q2
|
7/24/2026 |
14
|
$9.7 B
|
| S Harris Financial Group, LLC |
2026 Q2
|
7/24/2026 |
124
|
$130 M
|
| Summit Investment Advisory Services, LLC |
2026 Q2
|
7/24/2026 |
89
|
$400 M
|
| Sovereign Financial Group, Inc. |
2026 Q2
|
7/24/2026 |
386
|
$650 M
|
| EQ WEALTH ADVISORS, LLC |
2026 Q2
|
7/24/2026 |
57
|
$180 M
|
| STEPHEN J. GARRY & ASSOCIATES, LLC |
2026 Q2
|
7/24/2026 |
55
|
$140 M
|
| GILPIN WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/24/2026 |
1,064
|
$140 M
|
| Creative Capital Management Investments LLC |
2026 Q2
|
7/24/2026 |
1,438
|
$430 M
|
| Pacific Point Advisors, LLC |
2026 Q2
|
7/24/2026 |
129
|
$220 M
|
| MAIMON WEALTH MANAGEMENT LTD. |
2026 Q2
|
7/24/2026 |
80
|
$130 M
|
| Summit Financial Strategies, Inc. |
2026 Q2
|
7/24/2026 |
173
|
$1.4 B
|
| MARINO, STRAM & ASSOCIATES LLC |
2026 Q2
|
7/24/2026 |
202
|
$630 M
|
| WEST MICHIGAN ADVISORS, LLC |
2026 Q2
|
7/24/2026 |
298
|
$460 M
|
| Platform Technology Partners |
2026 Q2
|
7/24/2026 |
394
|
$610 M
|
| MIDLAND WEALTH ADVISORS, LLC |
2026 Q2
|
7/24/2026 |
160
|
$2.1 B
|
| Financial Perspectives, Inc |
2026 Q2
|
7/24/2026 |
728
|
$410 M
|
| MBE Wealth Management, LLC |
2026 Q2
|
7/24/2026 |
170
|
$280 M
|
| M3 Advisory Group, LLC |
2026 Q2
|
7/24/2026 |
156
|
$190 M
|
| RMR Wealth Builders |
2026 Q2
|
7/24/2026 |
316
|
$1.6 B
|
| LGT Financial Advisors LLC |
2026 Q2
|
7/24/2026 |
223
|
$19 M
|
| LPWM LLC |
2026 Q2
|
7/24/2026 |
98
|
$450 M
|
| LITTLEJOHN FINANCIAL SERVICES, INC. |
2026 Q2
|
7/24/2026 |
71
|
$140 M
|
| Arbor Investment Advisors, LLC |
2026 Q2
|
7/24/2026 |
145
|
$880 M
|
| KRAEMATON INVESTMENT ADVISORS, INC |
2026 Q2
|
7/24/2026 |
103
|
$130 M
|
| Solitude Financial Services |
2026 Q2
|
7/24/2026 |
42
|
$360 M
|
| China Universal Asset Management Co., Ltd. |
2026 Q2
|
7/24/2026 |
513
|
$1.7 B
|
| First Nebraska Trust Co |
2013 Q1
|
7/24/2026 |
86
|
$280 M
|
| Keystone Financial Services, LLC |
2026 Q2
|
7/24/2026 |
61
|
$170 M
|
| BostonPremier Wealth LLC |
2026 Q2
|
7/24/2026 |
79
|
$240 M
|