| Avant Financial Advisors LLC |
2026 Q1
|
4/23/2026 |
65
|
$140 M
|
| Orca Investment Management, LLC |
2026 Q1
|
4/23/2026 |
57
|
$120 M
|
| Guardian Wealth Management, LLC |
2026 Q1
|
4/23/2026 |
30
|
$330 M
|
| Catalina Capital Group, LLC |
2026 Q1
|
4/23/2026 |
176
|
$170 M
|
| Etesian Wealth Advisors, Inc. |
2026 Q1
|
4/23/2026 |
138
|
$310 M
|
| Financial Guidance Group, Inc. |
2026 Q1
|
4/23/2026 |
89
|
$250 M
|
| Ameliora Wealth Management Ltd. |
2026 Q1
|
4/23/2026 |
232
|
$310 M
|
| Greenhouse Wealth Management, LLC |
2026 Q1
|
4/23/2026 |
57
|
$160 M
|
| BXM Wealth LLC |
2026 Q1
|
4/23/2026 |
131
|
$130 M
|
| Bigelow Investment Advisors, LLC |
2026 Q1
|
4/23/2026 |
153
|
$250 M
|
| Barry Investment Advisors, LLC |
2026 Q1
|
4/23/2026 |
99
|
$450 M
|
| LITTLEJOHN FINANCIAL SERVICES, INC. |
2026 Q1
|
4/23/2026 |
61
|
$130 M
|
| Oregon Pacific Wealth Management, LLC |
2026 Q1
|
4/23/2026 |
125
|
$96 M
|
| Castellan Group |
2026 Q1
|
4/23/2026 |
37
|
$730 M
|
| SageGuard Financial Group, LLC |
2026 Q1
|
4/23/2026 |
196
|
$650 M
|
| Dupree Financial Group, LLC |
2026 Q1
|
4/23/2026 |
108
|
$250 M
|
| Next Level Private LLC |
2026 Q1
|
4/23/2026 |
175
|
$440 M
|
| Macco Financial Group, Inc. |
2026 Q1
|
4/23/2026 |
21
|
$130 M
|
| Investment Planning Advisors, Inc. |
2026 Q1
|
4/23/2026 |
107
|
$360 M
|
| Lansforsakringar Fondforvaltning AB (publ) |
2026 Q1
|
4/23/2026 |
554
|
$19 B
|
| Broad Peak Investment Advisers Pte Ltd |
2026 Q1
|
4/23/2026 |
23
|
$490 M
|
| PPSC Investment Service Corp |
2026 Q1
|
4/23/2026 |
8
|
$1.3 B
|
| PayPay Securities Corp |
2026 Q1
|
4/23/2026 |
301
|
$2.9 M
|
| Analyst IMS Investment Management Services Ltd. |
2026 Q1
|
4/23/2026 |
214
|
$3.3 B
|
| Accurate Wealth Management, LLC |
2026 Q1
|
4/22/2026 |
533
|
$830 M
|
| ICG Advisors, LLC |
2026 Q1 - RESTATEMENT
|
4/22/2026 |
4
|
$26 M
|
| Arbor Wealth Advisors LLC |
2026 Q1
|
4/22/2026 |
56
|
$140 M
|
| SimpliFi, Inc. |
2026 Q1
|
4/22/2026 |
43
|
$240 M
|
| TBH Global Asset Management, LLC |
2026 Q1
|
4/22/2026 |
245
|
$500 M
|
| Sentry LLC |
2026 Q1
|
4/22/2026 |
118
|
$310 M
|
| BURRUS FINANCIAL SERVICES, INC. |
2026 Q1
|
4/22/2026 |
11
|
$220 M
|
| DORVAL Corp |
2026 Q1
|
4/22/2026 |
45
|
$320 M
|
| Silver Coast Investments LLC |
2026 Q1
|
4/22/2026 |
119
|
$310 M
|
| Avise Financial Cooperative, Inc. |
2026 Q1
|
4/22/2026 |
102
|
$120 M
|
| RBA Wealth Management, LLC |
2026 Q1
|
4/22/2026 |
92
|
$280 M
|
| TICINO WEALTH |
2026 Q1
|
4/22/2026 |
138
|
$290 M
|
| SFG Wealth Management, LLC. |
2026 Q1
|
4/22/2026 |
100
|
$240 M
|
| Clear Creek Financial Management, LLC |
2026 Q1
|
4/22/2026 |
608
|
$1.3 B
|
| Sterling Wealth Advisors Inc |
2026 Q1
|
4/22/2026 |
20
|
$180 M
|
| KG Capital Management |
2026 Q1
|
4/22/2026 |
123
|
$140 M
|
| AJ Advisors, LLC |
2026 Q1
|
4/22/2026 |
33
|
$270 M
|
| Aegis Wealth Management LLC |
2026 Q1
|
4/22/2026 |
118
|
$170 M
|
| VIEWPOINT INVESTMENT PARTNERS CORP |
2026 Q1
|
4/22/2026 |
97
|
$220 M
|
| Lakewood Asset Management LLC |
2026 Q1
|
4/22/2026 |
107
|
$160 M
|
| McElhenny Sheffield Capital Management, LLC |
2026 Q1
|
4/22/2026 |
95
|
$400 M
|
| UG Investment Advisers Ltd. |
2026 Q1
|
4/22/2026 |
15
|
$150 M
|
| WEBER CAPITAL MANAGEMENT LLC /ADV |
2026 Q1
|
4/22/2026 |
14
|
$100 M
|
| McBroom & Associates, LLC |
2026 Q1
|
4/22/2026 |
36
|
$180 M
|
| Davidson Kahn Capital Management, LLC |
2026 Q1
|
4/22/2026 |
62
|
$190 M
|
| QUARRY HILL ADVISORS, LLC |
2026 Q1
|
4/22/2026 |
51
|
$240 M
|
| Abundance Wealth Counselors |
2026 Q1
|
4/22/2026 |
246
|
$700 M
|
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. |
2026 Q1
|
4/22/2026 |
178
|
$1.4 B
|
| Carroll Advisory Group, LLC |
2026 Q1
|
4/22/2026 |
68
|
$260 M
|
| Joel Isaacson & Co., LLC |
2026 Q1
|
4/22/2026 |
455
|
$3.0 B
|
| FIGURE 8 INVESTMENT STRATEGIES LLC |
2026 Q1
|
4/22/2026 |
56
|
$100 M
|
| Essential Planning, LLC. |
2026 Q1
|
4/22/2026 |
85
|
$310 M
|
| PEAVINE CAPITAL, LLC |
2026 Q1
|
4/22/2026 |
9
|
$450 M
|
| SC&H Financial Advisors, Inc. |
2026 Q1
|
4/22/2026 |
155
|
$660 M
|
| Mid-American Wealth Advisory Group, Inc. |
2026 Q1
|
4/22/2026 |
55
|
$240 M
|
| Western Financial Corp/CA |
2026 Q1
|
4/22/2026 |
127
|
$260 M
|
| Capital Management Associates, Inc |
2026 Q1
|
4/22/2026 |
166
|
$440 M
|
| Tiller Private Wealth, Inc. |
2026 Q1
|
4/22/2026 |
66
|
$280 M
|
| Family Capital Management, Inc. |
2026 Q1
|
4/22/2026 |
104
|
$220 M
|
| BENDER ROBERT & ASSOCIATES |
2026 Q1
|
4/22/2026 |
45
|
$420 M
|
| BluePrint Investing LLC |
2026 Q1
|
4/22/2026 |
26
|
$130 M
|
| Legacy Wealth Management, LLC |
2026 Q1
|
4/22/2026 |
30
|
$1.7 B
|
| MN Wealth Advisors, LLC |
2026 Q1
|
4/22/2026 |
124
|
$210 M
|
| Samalin Investment Counsel, LLC |
2026 Q1
|
4/22/2026 |
319
|
$280 M
|
| Keenan, LLC |
2026 Q1
|
4/22/2026 |
42
|
$120 M
|
| Straight Path Wealth Management |
2026 Q1
|
4/22/2026 |
129
|
$370 M
|
| Stone Summit Wealth LLC |
2026 Q1
|
4/22/2026 |
142
|
$360 M
|
| Capital Investment Management, Inc. |
2026 Q1
|
4/22/2026 |
125
|
$290 M
|
| TruNorth Capital Management, LLC |
2026 Q1
|
4/22/2026 |
114
|
$520 M
|
| Integrated Wealth Management |
2026 Q1
|
4/22/2026 |
95
|
$87 M
|
| Omnitrust Wealth Management, Inc |
2026 Q1
|
4/22/2026 |
119
|
$77 M
|
| Finley Financial, LLC |
2026 Q1
|
4/22/2026 |
107
|
$210 M
|
| HFG Wealth Management, LLC |
2026 Q1
|
4/22/2026 |
50
|
$180 M
|
| QV Investors Inc. |
2026 Q1
|
4/22/2026 |
65
|
$1.2 B
|
| Gemmer Asset Management LLC |
2026 Q1
|
4/22/2026 |
172
|
$1.3 B
|
| KRM WEALTH MANAGEMENT L.L.C. |
2026 Q1
|
4/22/2026 |
43
|
$190 M
|
| Oak Harvest Investment Services |
2026 Q1
|
4/22/2026 |
229
|
$960 M
|
| JNBA Financial Advisors |
2026 Q1
|
4/22/2026 |
819
|
$1.2 B
|
| Patriot Financial Group Insurance Agency, LLC |
2026 Q1
|
4/22/2026 |
701
|
$1.8 B
|
| Madison Park Capital Advisors, LLC |
2026 Q1
|
4/22/2026 |
62
|
$130 M
|
| LAM GROUP, INC. |
2026 Q1
|
4/22/2026 |
136
|
$180 M
|
| CHEMUNG CANAL TRUST CO |
2026 Q1
|
4/22/2026 |
203
|
$490 M
|
| Vinland Capital Management Gestora de Recursos LTDA. |
2026 Q1
|
4/22/2026 |
47
|
$50 M
|
| Financial Futures Ltd Liability Co. |
2026 Q1
|
4/22/2026 |
72
|
$230 M
|
| MeadowBrook Investment Advisors LLC |
2026 Q1
|
4/22/2026 |
186
|
$110 M
|
| Gunderson Capital Management LLC |
2026 Q1
|
4/22/2026 |
46
|
$240 M
|
| StoryOne LLC |
2026 Q1
|
4/22/2026 |
73
|
$180 M
|
| RED TREE MANAGEMENT, LLC |
2026 Q1
|
4/22/2026 |
3
|
$110 M
|
| TVL MANAGEMENT CORP |
2026 Q1
|
4/22/2026 |
1
|
$0
|
| RPM Capital Partners, LLC |
2026 Q1
|
4/22/2026 |
1
|
$3.3 M
|
| Seneca Financial Advisors LLC |
2026 Q1
|
4/22/2026 |
64
|
$340 M
|
| Millburn Ridgefield LLC /DE/ |
2026 Q1
|
4/22/2026 |
39
|
$4.6 B
|
| MATRIX ASSET ADVISORS INC/NY |
2026 Q1
|
4/22/2026 |
105
|
$1.1 B
|
| PATTON FUND MANAGEMENT, INC. |
2026 Q1
|
4/22/2026 |
488
|
$590 M
|
| DDFG, Inc |
2026 Q1
|
4/22/2026 |
86
|
$460 M
|
| Independence Asset Advisors, LLC |
2026 Q1
|
4/22/2026 |
24
|
$280 M
|