| JFS WEALTH ADVISORS, LLC |
2026 Q1
|
4/20/2026 |
1,892
|
$1.8 B
|
| L.K. Benson & Company, P.C. |
2026 Q1
|
4/20/2026 |
113
|
$300 M
|
| Crane Advisory, LLC |
2026 Q1
|
4/20/2026 |
52
|
$670 M
|
| Randall & Associates Wealth Management |
2026 Q1
|
4/20/2026 |
56
|
$150 M
|
| Donor Advised Charitable Giving, Inc. |
2026 Q1
|
4/20/2026 |
32
|
$3.9 B
|
| ABLE Financial Group, LLC |
2026 Q1
|
4/20/2026 |
206
|
$510 M
|
| WealthSpring Partners, LLC |
2026 Q1
|
4/20/2026 |
72
|
$110 M
|
| Obermeyer Wealth Partners |
2026 Q1
|
4/20/2026 |
299
|
$2.2 B
|
| CHATHAM CAPITAL GROUP, INC. |
2026 Q1
|
4/20/2026 |
198
|
$690 M
|
| Up Capital Management, Inc. |
2026 Q1
|
4/20/2026 |
18
|
$89 M
|
| Verus Financial Partners, Inc. |
2026 Q1
|
4/20/2026 |
121
|
$1.1 B
|
| Pegasus Asset Management, Inc. |
2026 Q1
|
4/20/2026 |
67
|
$310 M
|
| LifeWealth Investments, LLC |
2026 Q1
|
4/20/2026 |
141
|
$340 M
|
| Verisail Partners, LLC |
2026 Q1
|
4/20/2026 |
25
|
$250 M
|
| Pathfinder Wealth Consulting, Inc. |
2026 Q1
|
4/20/2026 |
163
|
$150 M
|
| Williams & Novak, LLC |
2026 Q1
|
4/20/2026 |
143
|
$130 M
|
| MFA WEALTH ADVISORS, LLC |
2026 Q1
|
4/20/2026 |
88
|
$510 M
|
| Compass Wealth Management LLC |
2026 Q1
|
4/20/2026 |
75
|
$400 M
|
| Edge Wealth Management LLC |
2026 Q1
|
4/20/2026 |
85
|
$580 M
|
| Aspen Capital Management, LLC |
2026 Q1
|
4/20/2026 |
77
|
$400 M
|
| Fifth Third Wealth Advisors LLC |
2026 Q1
|
4/20/2026 |
812
|
$3.0 B
|
| Astoria Strategic Wealth, Inc. |
2026 Q1
|
4/20/2026 |
37
|
$390 M
|
| RFG Advisory, LLC |
2026 Q1
|
4/20/2026 |
1,037
|
$5.4 B
|
| BROWN, LISLE/CUMMINGS, INC. |
2026 Q1
|
4/20/2026 |
1,021
|
$400 M
|
| Park Edge Advisors, LLC |
2026 Q1
|
4/20/2026 |
141
|
$430 M
|
| Cardinal Point Capital Management ULC |
2026 Q1
|
4/20/2026 |
286
|
$1.6 B
|
| RITHOLTZ WEALTH MANAGEMENT |
2026 Q1
|
4/20/2026 |
1,191
|
$5.8 B
|
| Watchman Group, Inc. |
2026 Q1
|
4/20/2026 |
73
|
$410 M
|
| Breakwater Capital Group |
2026 Q1
|
4/20/2026 |
373
|
$750 M
|
| Tanager Wealth Management LLP |
2026 Q1
|
4/20/2026 |
145
|
$1.0 B
|
| Global Financial Private Client, LLC |
2026 Q1
|
4/20/2026 |
350
|
$310 M
|
| Corundum Group, Inc. |
2026 Q1
|
4/20/2026 |
108
|
$300 M
|
| Independence Wealth Advisors, LLC |
2026 Q1
|
4/20/2026 |
90
|
$190 M
|
| Echo45 Advisors LLC |
2026 Q1
|
4/20/2026 |
76
|
$180 M
|
| Benefit Street Partners LLC |
2026 Q1
|
4/20/2026 |
19
|
$86 M
|
| KFA Private Wealth Group, LLC |
2026 Q1
|
4/20/2026 |
160
|
$420 M
|
| Higgins & Schmidt Wealth Strategies LLC |
2026 Q1
|
4/20/2026 |
63
|
$220 M
|
| Kearns & Associates LLC |
2026 Q1
|
4/20/2026 |
40
|
$190 M
|
| William B. Walkup & Associates, Inc. |
2026 Q1
|
4/20/2026 |
164
|
$170 M
|
| ONE PLUS ONE WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/20/2026 |
89
|
$240 M
|
| Chatterton & Associates Inc. |
2026 Q1
|
4/20/2026 |
97
|
$140 M
|
| Leeward Financial Partners, LLC |
2026 Q1
|
4/20/2026 |
97
|
$340 M
|
| Arta Finance Wealth Management LLC |
2026 Q1
|
4/20/2026 |
95
|
$200 M
|
| Cardinal Strategic Wealth Guidance |
2026 Q1
|
4/20/2026 |
63
|
$380 M
|
| Financial Enhancement Group LLC |
2026 Q1
|
4/20/2026 |
136
|
$810 M
|
| 25 LLC |
2026 Q1
|
4/20/2026 |
69
|
$320 M
|
| White Pine Investment CO |
2026 Q1
|
4/20/2026 |
68
|
$430 M
|
| Kopp Family Office, LLC |
2026 Q1
|
4/20/2026 |
21
|
$150 M
|
| SILVER OAK SECURITIES, INCORPORATED |
2026 Q1
|
4/20/2026 |
781
|
$1.4 B
|
| Fiduciary Alliance LLC |
2026 Q1
|
4/20/2026 |
547
|
$1.7 B
|
| Christensen, King & Associates Investment Services, Inc. |
2026 Q1
|
4/20/2026 |
105
|
$230 M
|
| Longview Financial Advisors, Inc. |
2026 Q1
|
4/20/2026 |
163
|
$160 M
|
| KESTRA PRIVATE WEALTH SERVICES, LLC |
2026 Q1
|
4/20/2026 |
1,762
|
$8.1 B
|
| Cardano Risk Management B.V. |
2026 Q1
|
4/20/2026 |
44
|
$10 B
|
| Norway Savings Bank |
2026 Q1
|
4/20/2026 |
174
|
$210 M
|
| Roberts Foundation |
2026 Q1
|
4/20/2026 |
1
|
$34 M
|
| Triangle Securities Wealth Management |
2026 Q1
|
4/20/2026 |
206
|
$440 M
|
| FSC Wealth Advisors, LLC |
2026 Q1
|
4/20/2026 |
13
|
$5.2 M
|
| HOGE FINANCIAL SERVICES, LLC |
2026 Q1
|
4/20/2026 |
72
|
$190 M
|
| DAGCO, INC. |
2026 Q1
|
4/20/2026 |
353
|
$460 M
|
| Greenstone Partners, L.P. |
2025 Q3 - RESTATEMENT
|
4/20/2026 |
1
|
$0
|
| Peirce Capital Management, LLC |
2026 Q1
|
4/20/2026 |
43
|
$260 M
|
| Fairvoy Private Wealth, LLC |
2026 Q1
|
4/20/2026 |
201
|
$420 M
|
| Tower View Wealth Management LLC |
2026 Q1
|
4/20/2026 |
204
|
$190 M
|
| FIRST AMERICAN BANK |
2026 Q1
|
4/20/2026 |
282
|
$1.6 B
|
| Hoxton Planning & Management, LLC |
2026 Q1
|
4/20/2026 |
216
|
$330 M
|
| KFG WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/20/2026 |
216
|
$770 M
|
| OAK FAMILY ADVISORS, LLC |
2026 Q1
|
4/20/2026 |
123
|
$360 M
|
| Blue Trust, Inc. |
2026 Q1
|
4/20/2026 |
3,880
|
$8.7 B
|
| TrueMark Investments, LLC |
2026 Q1
|
4/20/2026 |
167
|
$510 M
|
| Kastel Capital Advisors, LLC |
2026 Q1
|
4/20/2026 |
55
|
$160 M
|
| Davis Investment Partners, LLC |
2026 Q1
|
4/20/2026 |
167
|
$280 M
|
| First PREMIER Bank |
2026 Q1
|
4/20/2026 |
581
|
$430 M
|
| LILLY ENDOWMENT INC |
2026 Q1
|
4/20/2026 |
1
|
$85 B
|
| C2C Wealth Management, LLC |
2026 Q1
|
4/20/2026 |
92
|
$120 M
|
| Joel Adams & Associates, Inc. |
2026 Q1
|
4/20/2026 |
64
|
$130 M
|
| Eagle Capital Management, LLC |
2026 Q1
|
4/20/2026 |
49
|
$250 M
|
| TRUST CO OF OKLAHOMA |
2026 Q1
|
4/20/2026 |
184
|
$340 M
|
| Boyd Wealth Management, LLC |
2026 Q1
|
4/20/2026 |
48
|
$240 M
|
| BTC Capital Management, Inc. |
2026 Q1
|
4/20/2026 |
530
|
$1.5 B
|
| Hilton Head Capital Partners, LLC |
2026 Q1
|
4/20/2026 |
989
|
$180 M
|
| Live Oak Private Wealth LLC |
2026 Q1
|
4/20/2026 |
207
|
$720 M
|
| Lord & Richards Wealth Management, LLC |
2026 Q1
|
4/20/2026 |
282
|
$110 M
|
| BRIAN LOW FINANCIAL GROUP, LLC |
2026 Q1
|
4/20/2026 |
116
|
$150 M
|
| Heritage Wealth Management, Inc. |
2026 Q1
|
4/20/2026 |
157
|
$200 M
|
| DOPKINS WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/20/2026 |
92
|
$250 M
|
| GREENUP STREET WEALTH MANAGEMENT LLC |
2026 Q1
|
4/20/2026 |
127
|
$710 M
|
| DOCK STREET ASSET MANAGEMENT INC |
2026 Q1
|
4/20/2026 |
58
|
$950 M
|
| Strategent Financial, LLC |
2026 Q1
|
4/20/2026 |
41
|
$150 M
|
| Friedenthal Financial |
2026 Q1
|
4/20/2026 |
244
|
$200 M
|
| MTCO Ltd. |
2026 Q1
|
4/20/2026 |
2
|
$270 M
|
| MinichMacGregor Wealth Management, LLC |
2026 Q1
|
4/20/2026 |
136
|
$570 M
|
| Vanderbilt University |
2026 Q1
|
4/20/2026 |
71
|
$530 M
|
| DELPHI MANAGEMENT INC /MA/ |
2026 Q1
|
4/20/2026 |
79
|
$84 M
|
| PENOBSCOT WEALTH MANAGEMENT |
2026 Q1
|
4/20/2026 |
112
|
$340 M
|
| Boston Standard Wealth Management, LLC |
2026 Q1
|
4/20/2026 |
56
|
$610 M
|
| Aegis Wealth Management, Inc. |
2026 Q1
|
4/20/2026 |
162
|
$130 M
|
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. |
2026 Q1
|
4/20/2026 |
366
|
$490 M
|
| Factor Wealth Management LTD |
2026 Q1
|
4/20/2026 |
162
|
$530 M
|
| Auour Investments LLC |
2026 Q1
|
4/20/2026 |
91
|
$320 M
|