| Newport Capital Group, LLC |
2026 Q2
|
7/21/2026 |
58
|
$180 M
|
| Compass Wealth Management, LLC/GA |
2026 Q2
|
7/21/2026 |
74
|
$250 M
|
| Optas, LLC |
2026 Q2
|
7/21/2026 |
1,058
|
$710 M
|
| Marshall & Sterling Wealth Advisors Inc. |
2026 Q2
|
7/21/2026 |
339
|
$170 M
|
| NorthAvenue LLC |
2026 Q2
|
7/21/2026 |
314
|
$140 M
|
| BNC WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/21/2026 |
107
|
$410 M
|
| Wealth Group, Ltd. |
2026 Q2
|
7/21/2026 |
106
|
$400 M
|
| AMERICAN ASSET MANAGEMENT INC. |
2026 Q2
|
7/21/2026 |
33
|
$120 M
|
| Northern Capital Management, Inc. |
2026 Q2
|
7/21/2026 |
50
|
$200 M
|
| Triad Investment Management |
2026 Q2
|
7/21/2026 |
34
|
$91 M
|
| Founders Capital Management |
2026 Q2
|
7/21/2026 |
420
|
$230 M
|
| Kondo Wealth Advisors, Inc. |
2026 Q2
|
7/21/2026 |
75
|
$300 M
|
| CHIRON CAPITAL MANAGEMENT, LLC |
2026 Q2
|
7/21/2026 |
136
|
$110 M
|
| CAMPBELL CAPITAL MANAGEMENT INC |
2026 Q2
|
7/21/2026 |
37
|
$280 M
|
| Eagle Strategies LLC |
2026 Q2
|
7/21/2026 |
273
|
$1.0 B
|
| FACTORY MUTUAL INSURANCE CO |
2026 Q2
|
7/21/2026 |
205
|
$11 B
|
| FORTERIS WEALTH MANAGEMENT INC. |
2026 Q2
|
7/21/2026 |
69
|
$120 M
|
| Accredited Investors Inc. |
2026 Q2
|
7/21/2026 |
299
|
$2.3 B
|
| VISTA INVESTMENT PARTNERS II, LLC |
2026 Q2
|
7/21/2026 |
160
|
$250 M
|
| SHIKIAR ASSET MANAGEMENT INC |
2026 Q2
|
7/21/2026 |
114
|
$400 M
|
| Pacific Park Financial, Inc. |
2026 Q2
|
7/21/2026 |
77
|
$170 M
|
| DBK Financial Counsel, LLC |
2026 Q2
|
7/21/2026 |
56
|
$120 M
|
| OAK RIDGE INVESTMENTS LLC |
2026 Q2
|
7/21/2026 |
170
|
$1.8 B
|
| Hudson Oak Wealth Advisory LLC |
2026 Q2
|
7/21/2026 |
52
|
$130 M
|
| DELTEC ASSET MANAGEMENT LLC |
2026 Q2
|
7/21/2026 |
264
|
$680 M
|
| Cyndeo Wealth Partners, LLC |
2026 Q2
|
7/21/2026 |
517
|
$2.1 B
|
| Paradigm, Strategies in Wealth Management, LLC |
2026 Q2
|
7/21/2026 |
61
|
$160 M
|
| Flagship Capital Management Inc. |
2026 Q2
|
7/21/2026 |
50
|
$160 M
|
| Putney Financial Group LLC |
2026 Q2
|
7/21/2026 |
78
|
$110 M
|
| Foguth Wealth Management, LLC. |
2026 Q2
|
7/21/2026 |
213
|
$880 M
|
| Williams Financial, LLC |
2026 Q2
|
7/21/2026 |
30
|
$190 M
|
| Lord & Richards Wealth Management, LLC |
2026 Q2
|
7/21/2026 |
181
|
$130 M
|
| LEE DANNER & BASS INC |
2026 Q2
|
7/21/2026 |
250
|
$1.7 B
|
| Kenora Financial, LLC |
2026 Q2
|
7/21/2026 |
133
|
$320 M
|
| Wilkins Miller Wealth Management, LLC |
2026 Q2
|
7/21/2026 |
95
|
$180 M
|
| CONTINUUM WEALTH ADVISORS, LLC |
2026 Q2
|
7/21/2026 |
82
|
$300 M
|
| MATAURO, LLC |
2026 Q2
|
7/21/2026 |
158
|
$760 M
|
| Walsh & Associates, LLC |
2026 Q2
|
7/21/2026 |
245
|
$120 M
|
| APPLETON PARTNERS INC/MA |
2026 Q2
|
7/21/2026 |
275
|
$1.6 B
|
| GEM Asset Management, LLC |
2026 Q2
|
7/21/2026 |
116
|
$250 M
|
| Bernzott Capital Advisors |
2026 Q2
|
7/21/2026 |
35
|
$250 M
|
| K2 Financial Inc. |
2026 Q2
|
7/21/2026 |
60
|
$140 M
|
| Birch Hill Investment Advisors LLC |
2026 Q2
|
7/21/2026 |
211
|
$2.5 B
|
| Cornerstone National Bank & Trust Co |
2026 Q2
|
7/21/2026 |
276
|
$300 M
|
| Refined Wealth Management |
2026 Q2
|
7/21/2026 |
49
|
$170 M
|
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS |
2026 Q2
|
7/21/2026 |
91
|
$210 M
|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC |
2026 Q2
|
7/21/2026 |
735
|
$2.3 B
|
| JACKSON SQUARE CAPITAL, LLC |
2026 Q2
|
7/21/2026 |
138
|
$720 M
|
| SAGE FINANCIAL GROUP INC |
2026 Q2
|
7/21/2026 |
110
|
$1.8 B
|
| SummerHaven Investment Management, LLC |
2026 Q2
|
7/21/2026 |
192
|
$190 M
|
| Mendel Capital Management LLC |
2026 Q2
|
7/21/2026 |
104
|
$220 M
|
| Verus Financial Partners, Inc. |
2026 Q2
|
7/21/2026 |
127
|
$1.2 B
|
| LAFFER TENGLER INVESTMENTS, INC. |
2026 Q2
|
7/21/2026 |
179
|
$780 M
|
| Morton Brown Family Wealth, LLC |
2026 Q2
|
7/21/2026 |
416
|
$440 M
|
| Pflug Koory, LLC |
2026 Q2
|
7/21/2026 |
426
|
$250 M
|
| Runnymede Capital Advisors, Inc. |
2026 Q2
|
7/21/2026 |
77
|
$170 M
|
| CUMBERLAND ADVISORS INC |
2026 Q2
|
7/21/2026 |
49
|
$280 M
|
| Darwin Wealth Management, LLC |
2026 Q2
|
7/21/2026 |
777
|
$370 M
|
| Compton Wealth Advisory Group, LLC |
2026 Q2
|
7/21/2026 |
83
|
$500 M
|
| Cardinal Capital Management |
2026 Q2
|
7/21/2026 |
138
|
$830 M
|
| Cobblestone Asset Management LLC |
2026 Q2
|
7/21/2026 |
74
|
$240 M
|
| Benefit Street Partners LLC |
2026 Q2
|
7/21/2026 |
21
|
$70 M
|
| Altus Wealth Management, LLC |
2026 Q2
|
7/21/2026 |
26
|
$260 M
|
| Omega Financial Group, LLC |
2026 Q2
|
7/21/2026 |
91
|
$330 M
|
| McGlone Suttner Wealth Management, Inc. |
2026 Q2
|
7/21/2026 |
196
|
$850 M
|
| 1015 Capital Partners, LLC |
2026 Q2
|
7/21/2026 |
609
|
$120 M
|
| MITCHELL SINKLER & STARR/PA |
2026 Q2
|
7/21/2026 |
155
|
$240 M
|
| HEFFERNAN ADVISORY, INC |
2026 Q2
|
7/21/2026 |
43
|
$120 M
|
| Legacy Private Trust Co. |
2026 Q2
|
7/21/2026 |
382
|
$1.8 B
|
| Boston Common Asset Management, LLC |
2026 Q2
|
7/21/2026 |
186
|
$1.7 B
|
| HMS Capital Management, LLC |
2026 Q2
|
7/21/2026 |
120
|
$270 M
|
| DecisionMap Wealth Management, LLC |
2026 Q2
|
7/21/2026 |
145
|
$180 M
|
| Vision Retirement, LLC |
2026 Q2
|
7/21/2026 |
621
|
$410 M
|
| LEAVELL INVESTMENT MANAGEMENT, INC. |
2026 Q2
|
7/21/2026 |
634
|
$2.7 B
|
| ONE Advisory Partners, LLC |
2026 Q2
|
7/21/2026 |
68
|
$370 M
|
| SOA Wealth Advisors, LLC. |
2026 Q2
|
7/21/2026 |
892
|
$600 M
|
| Nicholson Meyer Capital Management, Inc. |
2026 Q2
|
7/21/2026 |
45
|
$150 M
|
| Egerton Capital (UK) LLP |
2026 Q2
|
7/21/2026 |
23
|
$10 B
|
| Traveka Wealth, LLC |
2026 Q2
|
7/21/2026 |
199
|
$300 M
|
| LifePlan Financial, LLC |
2026 Q2
|
7/21/2026 |
89
|
$140 M
|
| Applied Capital LLC |
2026 Q2
|
7/21/2026 |
54
|
$310 M
|
| Athena Wealth Management, LLC |
2026 Q2
|
7/21/2026 |
104
|
$130 M
|
| Hyposwiss Advisors SA |
2026 Q2
|
7/21/2026 |
105
|
$110 M
|
| Clear Trail Advisors, LLC |
2026 Q2
|
7/21/2026 |
161
|
$660 M
|
| Auour Investments LLC |
2026 Q2
|
7/21/2026 |
95
|
$350 M
|
| Western Reserve Capital Management, LLC |
2026 Q2
|
7/21/2026 |
53
|
$130 M
|
| Millburn Ridgefield LLC /DE/ |
2026 Q2
|
7/21/2026 |
39
|
$5.3 B
|
| PHYSICIANS FINANCIAL SERVICES, INC. |
2026 Q2
|
7/21/2026 |
106
|
$400 M
|
| HIGHLAND CAPITAL MANAGEMENT, LLC |
2026 Q2
|
7/21/2026 |
413
|
$2.2 B
|
| SUMMITRY LLC |
2026 Q2
|
7/21/2026 |
340
|
$3.0 B
|
| Greenbush Financial Group, LLC |
2026 Q2
|
7/21/2026 |
35
|
$340 M
|
| QV Investors Inc. |
2026 Q2
|
7/21/2026 |
68
|
$1.3 B
|
| Murphy Pohlad Asset Management LLC |
2026 Q2
|
7/21/2026 |
135
|
$290 M
|
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ |
2026 Q2
|
7/21/2026 |
20
|
$190 M
|
| TriaGen Wealth Management LLC |
2026 Q2
|
7/21/2026 |
185
|
$400 M
|
| Sculati Wealth Management, LLC |
2026 Q2
|
7/21/2026 |
123
|
$300 M
|
| Canal Insurance CO |
2026 Q2
|
7/21/2026 |
76
|
$460 M
|
| Meritas Wealth Management, LLC |
2026 Q2
|
7/21/2026 |
63
|
$260 M
|
| CATALYST PRIVATE WEALTH, LLC |
2026 Q2
|
7/21/2026 |
82
|
$210 M
|
| Leslie Global Wealth, LLC |
2026 Q2
|
7/21/2026 |
85
|
$260 M
|