| Wallace Advisory Group, LLC |
2025 Q4
|
1/22/2026 |
239
|
$95 M
|
| Mid-American Wealth Advisory Group, Inc. |
2025 Q4
|
1/22/2026 |
55
|
$240 M
|
| Clear Creek Financial Management, LLC |
2025 Q4
|
1/22/2026 |
581
|
$1.2 B
|
| Fortress Financial Solutions, LLC |
2025 Q4
|
1/22/2026 |
59
|
$98 M
|
| TI-TRUST, INC |
2025 Q4
|
1/22/2026 |
129
|
$160 M
|
| McCarthy & Cox |
2025 Q4
|
1/22/2026 |
18
|
$8.3 M
|
| Capital Planning LLC |
2025 Q4
|
1/22/2026 |
84
|
$360 M
|
| Elevate Capital Advisors, LLC |
2025 Q4
|
1/22/2026 |
78
|
$150 M
|
| Mainsail Financial Group, LLC |
2025 Q4
|
1/22/2026 |
63
|
$240 M
|
| SFM, LLC |
2025 Q4
|
1/22/2026 |
60
|
$170 M
|
| Kellett Wealth Advisors, LLC |
2025 Q4
|
1/22/2026 |
79
|
$180 M
|
| Successful Portfolios LLC |
2025 Q4
|
1/22/2026 |
192
|
$200 M
|
| Vestment Financial LLC |
2025 Q4
|
1/22/2026 |
44
|
$190 M
|
| S. R. Schill & Associates |
2025 Q4
|
1/22/2026 |
25
|
$140 M
|
| KG&L Capital Management,LLC |
2025 Q4
|
1/22/2026 |
227
|
$400 M
|
| Robeco Institutional Asset Management B.V. |
2025 Q4
|
1/22/2026 |
824
|
$70 B
|
| Steigerwald, Gordon & Koch Inc. |
2025 Q4
|
1/22/2026 |
924
|
$1.0 B
|
| COERENTE CAPITAL MANAGEMENT |
2025 Q4
|
1/22/2026 |
49
|
$550 M
|
| Aljian Capital Management, LLC |
2025 Q4
|
1/22/2026 |
121
|
$500 M
|
| Diligent Investors, LLC |
2025 Q4
|
1/22/2026 |
339
|
$410 M
|
| Prosperity Advisers, LLC |
2025 Q4
|
1/22/2026 |
40
|
$120 M
|
| RFG - Bristol Wealth Advisors, LLC |
2025 Q4
|
1/22/2026 |
175
|
$360 M
|
| SpringVest Wealth Management LLC |
2025 Q4
|
1/22/2026 |
73
|
$140 M
|
| PARTHENON LLC |
2025 Q4
|
1/22/2026 |
131
|
$930 M
|
| Vested Financial Planning, LLC |
2025 Q4
|
1/22/2026 |
30
|
$130 M
|
| LINCOLN CAPITAL CORP |
2025 Q4
|
1/22/2026 |
92
|
$280 M
|
| Peak Financial Management, Inc. |
2025 Q4
|
1/22/2026 |
98
|
$390 M
|
| SimpliFi, Inc. |
2025 Q4
|
1/22/2026 |
43
|
$240 M
|
| Carnegie Investment Counsel |
2025 Q4
|
1/22/2026 |
564
|
$5.4 B
|
| Eagle Strategies LLC |
2025 Q4
|
1/22/2026 |
247
|
$780 M
|
| Donor Advised Charitable Giving, Inc. |
2025 Q4
|
1/22/2026 |
43
|
$4.5 B
|
| Strong Tower Advisory Services |
2025 Q4
|
1/22/2026 |
97
|
$560 M
|
| GLP Holdings LLLP |
2025 Q4
|
1/22/2026 |
4
|
$100 M
|
| Telos Capital Management, Inc. |
2025 Q4
|
1/22/2026 |
196
|
$1.1 B
|
| Cresset Asset Management, LLC |
2025 Q3 - RESTATEMENT
|
1/22/2026 |
1,571
|
$23 B
|
| Cresset Asset Management, LLC |
2025 Q2 - RESTATEMENT
|
1/22/2026 |
1,429
|
$20 B
|
| Networth Advisors, LLC |
2025 Q4
|
1/22/2026 |
385
|
$140 M
|
| tru Independence LLC |
2025 Q4
|
1/22/2026 |
132
|
$400 M
|
| ARGUS INVESTORS' COUNSEL, INC. |
2025 Q4
|
1/22/2026 |
105
|
$130 M
|
| RICHARDSON FINANCIAL SERVICES INC. |
2025 Q4
|
1/22/2026 |
1,130
|
$310 M
|
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
2025 Q4
|
1/22/2026 |
3,918
|
$310 B
|
| CITY HOLDING CO |
2025 Q4
|
1/22/2026 |
623
|
$810 M
|
| Colony Family Offices, LLC |
2025 Q4
|
1/22/2026 |
65
|
$400 M
|
| Madrona Financial Services, LLC |
2025 Q4
|
1/22/2026 |
128
|
$470 M
|
| HHM Wealth Advisors, LLC |
2025 Q4
|
1/22/2026 |
856
|
$850 M
|
| DDD Partners, LLC |
2025 Q4
|
1/22/2026 |
130
|
$1.6 B
|
| GREENUP STREET WEALTH MANAGEMENT LLC |
2025 Q4
|
1/22/2026 |
142
|
$650 M
|
| SPIREPOINT PRIVATE CLIENT, LLC |
2025 Q4
|
1/22/2026 |
313
|
$1.0 B
|
| Triad Wealth Partners, LLC |
2025 Q4
|
1/22/2026 |
460
|
$1.1 B
|
| VISTA INVESTMENT PARTNERS II, LLC |
2025 Q4
|
1/22/2026 |
150
|
$230 M
|
| Curran Financial Partners, LLC |
2025 Q4
|
1/22/2026 |
129
|
$530 M
|
| Whitaker-Myers Wealth Managers, LTD. |
2025 Q4
|
1/22/2026 |
115
|
$480 M
|
| Christian Investment Advisors, Inc. |
2025 Q4
|
1/22/2026 |
10
|
$120 M
|
| P/E Global LLC |
2025 Q4
|
1/22/2026 |
5
|
$1.4 B
|
| GARRISON BRADFORD & ASSOCIATES INC |
2025 Q4
|
1/22/2026 |
33
|
$92 M
|
| Venturi Wealth Management, LLC |
2025 Q4
|
1/22/2026 |
1,027
|
$2.3 B
|
| Compass Planning Associates Inc |
2025 Q4
|
1/22/2026 |
30
|
$140 M
|
| Apollon Financial, LLC |
2025 Q4
|
1/22/2026 |
255
|
$690 M
|
| Red Tortoise LLC |
2025 Q4
|
1/22/2026 |
657
|
$240 M
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
2025 Q4
|
1/22/2026 |
1,231
|
$7.6 B
|
| Apollon Wealth Management, LLC |
2025 Q4
|
1/22/2026 |
1,302
|
$5.8 B
|
| Premier Path Wealth Partners, LLC |
2025 Q4
|
1/22/2026 |
394
|
$770 M
|
| BAR HARBOR WEALTH MANAGEMENT |
2025 Q4
|
1/22/2026 |
258
|
$1.7 B
|
| FSC Wealth Advisors, LLC |
2025 Q4
|
1/22/2026 |
29
|
$62 M
|
| Lee Financial Co |
2025 Q4
|
1/22/2026 |
205
|
$740 M
|
| IRON Financial LLC |
2025 Q4
|
1/22/2026 |
132
|
$220 M
|
| Rodgers & Associates, LTD |
2025 Q4
|
1/22/2026 |
107
|
$990 M
|
| K2 Financial Inc. |
2025 Q4
|
1/22/2026 |
58
|
$130 M
|
| HARVEY INVESTMENT CO LLC |
2025 Q4
|
1/22/2026 |
99
|
$940 M
|
| Buska Wealth Management, LLC |
2025 Q4
|
1/22/2026 |
75
|
$270 M
|
| Accordant Advisory Group Inc |
2025 Q4
|
1/22/2026 |
175
|
$140 M
|
| Courant Investment Management LLC |
2025 Q4
|
1/22/2026 |
6
|
$110 M
|
| Kingsman Wealth Management, Inc. |
2025 Q4
|
1/22/2026 |
66
|
$180 M
|
| LDR Capital Management LLC |
2025 Q4
|
1/22/2026 |
41
|
$72 M
|
| BFSG, LLC |
2025 Q4
|
1/22/2026 |
719
|
$1.0 B
|
| Cardinal Capital Management, Inc. |
2025 Q4
|
1/22/2026 |
72
|
$4.5 B
|
| Trilogy Capital Inc. |
2025 Q4
|
1/22/2026 |
390
|
$2.2 B
|
| Advantage Alpha Capital Partners LP |
2025 Q4
|
1/22/2026 |
1
|
$0
|
| Legacy Trust |
2025 Q4
|
1/22/2026 |
192
|
$530 M
|
| Brookwood Investment Group LLC |
2025 Q4
|
1/22/2026 |
529
|
$830 M
|
| BOCHK Asset Management Ltd |
2025 Q4
|
1/22/2026 |
81
|
$370 M
|
| Good Steward Wealth Advisors,LLC |
2025 Q4
|
1/22/2026 |
70
|
$150 M
|
| Alpha Omega Wealth Management LLC |
2025 Q4
|
1/22/2026 |
202
|
$600 M
|
| Sterneck Capital Management, LLC |
2025 Q4
|
1/22/2026 |
109
|
$220 M
|
| O'Brien Wealth Partners LLC |
2025 Q4
|
1/22/2026 |
110
|
$760 M
|
| Yoder Wealth Management, Inc. |
2025 Q4
|
1/22/2026 |
119
|
$220 M
|
| Willis Johnson & Associates, Inc. |
2025 Q4
|
1/22/2026 |
185
|
$1.6 B
|
| Robert B. Daugherty Foundation |
2025 Q4
|
1/22/2026 |
1
|
$100 M
|
| Glass Jacobson Investment Advisors llc |
2025 Q4
|
1/22/2026 |
582
|
$280 M
|
| Charter Capital Management, LLC\DE |
2025 Q4
|
1/22/2026 |
64
|
$190 M
|
| Douglas Lane & Associates, LLC |
2025 Q4
|
1/22/2026 |
240
|
$7.3 B
|
| NRI Wealth Management LC |
2025 Q3
|
1/22/2026 |
32
|
$190 M
|
| NRI Wealth Management LC |
2025 Q4
|
1/22/2026 |
31
|
$200 M
|
| Pinnacle Bancorp, Inc. |
2025 Q4
|
1/22/2026 |
873
|
$340 M
|
| RIDGECREST WEALTH PARTNERS, LLC |
2025 Q4
|
1/22/2026 |
103
|
$180 M
|
| Nautilus Advisors LLC |
2025 Q4
|
1/22/2026 |
173
|
$150 M
|
| Kennebec Savings Bank |
2025 Q4
|
1/22/2026 |
249
|
$120 M
|
| Paradigm, Strategies in Wealth Management, LLC |
2025 Q4
|
1/22/2026 |
49
|
$150 M
|
| Granite Harbor Advisors, Inc. |
2025 Q4
|
1/22/2026 |
125
|
$240 M
|
| DeDora Capital, Inc. |
2025 Q4
|
1/22/2026 |
115
|
$420 M
|