| Provident Wealth Management, LLC |
2026 Q1
|
4/17/2026 |
134
|
$330 M
|
| COTTONWOOD CAPITAL ADVISORS, LLC |
2026 Q1
|
4/17/2026 |
86
|
$140 M
|
| First City Capital Management, Inc. |
2026 Q1
|
4/17/2026 |
160
|
$190 M
|
| Trinity Wealth Management, LLC |
2026 Q1
|
4/17/2026 |
72
|
$270 M
|
| Wealth Management Partners, LLC |
2026 Q1
|
4/17/2026 |
147
|
$350 M
|
| Certified Advisory Corp |
2026 Q1
|
4/17/2026 |
318
|
$1.1 B
|
| Prentice Wealth Management LLC |
2026 Q1
|
4/17/2026 |
117
|
$440 M
|
| BUFFALO BUSINESS & ESTATE SERVICES LTD |
2026 Q1
|
4/17/2026 |
87
|
$690 M
|
| Total Clarity Wealth Management, Inc. |
2026 Q1
|
4/17/2026 |
311
|
$430 M
|
| Sherborne Investors Management LP |
2026 Q1
|
4/17/2026 |
1
|
$240 M
|
| Forbes Financial Planning, Inc. |
2026 Q1
|
4/17/2026 |
38
|
$170 M
|
| Blankinship & Foster, LLC |
2026 Q1
|
4/17/2026 |
75
|
$450 M
|
| INVESTMENT ADVISORY SERVICES INC /TX /ADV |
2026 Q1
|
4/17/2026 |
130
|
$310 M
|
| CAPITAL WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/17/2026 |
34
|
$370 M
|
| WealthBridge Capital Management, LLC |
2026 Q1
|
4/17/2026 |
221
|
$430 M
|
| NOVARE CAPITAL MANAGEMENT LLC |
2026 Q1
|
4/17/2026 |
195
|
$1.3 B
|
| Summit Wealth Partners, LLC |
2026 Q1
|
4/17/2026 |
271
|
$630 M
|
| Gibson Capital, LLC |
2026 Q1
|
4/17/2026 |
132
|
$540 M
|
| SWP FINANCIAL LLC |
2026 Q1
|
4/17/2026 |
71
|
$200 M
|
| WEBSTER BANK, N. A. |
2026 Q1
|
4/17/2026 |
842
|
$1.1 B
|
| PARAGON CAPITAL MANAGEMENT INC |
2026 Q1
|
4/17/2026 |
70
|
$120 M
|
| Verde Capital Management |
2026 Q1
|
4/17/2026 |
69
|
$470 M
|
| Clear Trail Advisors, LLC |
2026 Q1
|
4/17/2026 |
149
|
$600 M
|
| LMG Wealth Partners, LLC |
2026 Q1
|
4/17/2026 |
154
|
$550 M
|
| Harbour Wealth Management Group, Inc. |
2026 Q1
|
4/17/2026 |
89
|
$130 M
|
| RAMSEY QUANTITATIVE SYSTEMS |
2026 Q1
|
4/17/2026 |
14
|
$97 M
|
| Elk River Wealth Management LLC |
2026 Q1
|
4/17/2026 |
99
|
$600 M
|
| Atlas Brown,Inc. |
2026 Q1
|
4/17/2026 |
339
|
$330 M
|
| AGP FRANKLIN, LLC |
2026 Q1
|
4/17/2026 |
93
|
$200 M
|
| First Citizens Asset Management, Inc. |
2026 Q1
|
4/17/2026 |
28
|
$280 M
|
| Baker Ellis Asset Management LLC |
2026 Q1
|
4/17/2026 |
254
|
$840 M
|
| SVB WEALTH LLC |
2026 Q1
|
4/17/2026 |
1,500
|
$1.5 B
|
| Bell Investment Advisors, Inc |
2026 Q1
|
4/17/2026 |
1,860
|
$640 M
|
| Cornell Pochily Investment Advisors, Inc. |
2026 Q1
|
4/17/2026 |
174
|
$340 M
|
| Outlook Wealth Advisors, LLC |
2026 Q1
|
4/17/2026 |
310
|
$410 M
|
| ANCHYRA PARTNERS LLC |
2026 Q1
|
4/17/2026 |
275
|
$330 M
|
| Marathon Mission, Inc. |
2026 Q1
|
4/17/2026 |
55
|
$170 M
|
| Athena Wealth Management, LLC |
2026 Q1
|
4/17/2026 |
106
|
$120 M
|
| Athena Wealth Management, LLC |
2025 Q4
|
4/17/2026 |
106
|
$100 M
|
| Discipline Wealth Solutions, LLC |
2026 Q1
|
4/17/2026 |
192
|
$950 M
|
| AdvisorNet Financial, Inc |
2026 Q1
|
4/17/2026 |
2,267
|
$1.9 B
|
| Viewpoint Capital Management LLC |
2026 Q1
|
4/17/2026 |
135
|
$210 M
|
| Ballentine Capital Advisors, Inc |
2026 Q1
|
4/17/2026 |
27
|
$240 M
|
| Community Bank & Trust, Waco, Texas |
2026 Q1
|
4/17/2026 |
161
|
$500 M
|
| DEFINED WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/17/2026 |
109
|
$170 M
|
| Verde Servicos Internacionais S.A. |
2026 Q1
|
4/17/2026 |
50
|
$330 M
|
| KIRR MARBACH & CO LLC /IN/ |
2026 Q1
|
4/17/2026 |
57
|
$550 M
|
| Krilogy Financial LLC |
2026 Q1
|
4/17/2026 |
990
|
$3.1 B
|
| Andina Capital Management, LLC |
2026 Q1
|
4/17/2026 |
119
|
$110 M
|
| Kennebec Savings Bank |
2026 Q1
|
4/17/2026 |
249
|
$110 M
|
| Sara-Bay Financial |
2026 Q1
|
4/17/2026 |
81
|
$330 M
|
| A. D. Beadell Investment Counsel, Inc. |
2026 Q1
|
4/17/2026 |
100
|
$160 M
|
| HENDLEY & CO INC |
2026 Q1
|
4/17/2026 |
45
|
$270 M
|
| Western Pacific Wealth Management, LP |
2026 Q1
|
4/17/2026 |
197
|
$98 M
|
| Great Waters Wealth Management |
2026 Q1
|
4/17/2026 |
121
|
$940 M
|
| PMG Wealth Management, Inc. |
2026 Q1
|
4/17/2026 |
59
|
$140 M
|
| Vermillion Wealth Management, Inc. |
2026 Q1
|
4/17/2026 |
1,563
|
$250 M
|
| STEPH & CO |
2026 Q1
|
4/17/2026 |
301
|
$350 M
|
| Mainstream Capital Management LLC |
2026 Q1
|
4/17/2026 |
88
|
$150 M
|
| Murphy & Mullick Capital Management Corp |
2026 Q1
|
4/17/2026 |
726
|
$140 M
|
| Legacy Wealth Partners, LLC |
2026 Q1
|
4/17/2026 |
176
|
$400 M
|
| HHM Wealth Advisors, LLC |
2026 Q1
|
4/17/2026 |
890
|
$870 M
|
| NOTTINGHAM ADVISORS, INC. |
2026 Q1
|
4/17/2026 |
112
|
$780 M
|
| Phil A. Younker & Associates, Ltd. |
2026 Q1
|
4/17/2026 |
36
|
$150 M
|
| RIVERBRIDGE PARTNERS LLC |
2026 Q1
|
4/17/2026 |
192
|
$4.1 B
|
| RICHARDS, MERRILL & PETERSON, INC. |
2026 Q1
|
4/17/2026 |
283
|
$270 M
|
| GUYASUTA INVESTMENT ADVISORS INC |
2026 Q1
|
4/17/2026 |
269
|
$1.7 B
|
| New Covenant Trust Company, N.A. |
2026 Q1
|
4/17/2026 |
96
|
$110 M
|
| Stonehearth Capital Management, LLC |
2026 Q1
|
4/17/2026 |
96
|
$250 M
|
| BAR HARBOR WEALTH MANAGEMENT |
2026 Q1
|
4/17/2026 |
266
|
$1.7 B
|
| COERENTE CAPITAL MANAGEMENT |
2026 Q1
|
4/17/2026 |
47
|
$540 M
|
| AMARILLO NATIONAL BANK |
2026 Q1
|
4/17/2026 |
143
|
$570 M
|
| PRESILIUM PRIVATE WEALTH, LLC |
2026 Q1
|
4/17/2026 |
75
|
$570 M
|
| MORRIS FINANCIAL CONCEPTS, INC. |
2026 Q1
|
4/17/2026 |
195
|
$290 M
|
| Weaver Capital Management LLC |
2026 Q1
|
4/17/2026 |
174
|
$460 M
|
| Nautilus Advisors LLC |
2026 Q1
|
4/17/2026 |
162
|
$150 M
|
| Faithward Advisors, LLC |
2026 Q1
|
4/17/2026 |
326
|
$700 M
|
| CENTRAL TRUST Co |
2026 Q1
|
4/17/2026 |
2,076
|
$5.1 B
|
| Community Bank of Raymore |
2026 Q1
|
4/17/2026 |
123
|
$150 M
|
| HAMILTON CAPITAL PARTNERS, LLC |
2026 Q1
|
4/17/2026 |
30
|
$320 M
|
| BRAVE ASSET MANAGEMENT INC |
2026 Q1
|
4/17/2026 |
161
|
$430 M
|
| Integrated Capital Management, LLC |
2026 Q1
|
4/17/2026 |
62
|
$240 M
|
| BURNS J W & CO INC/NY |
2026 Q1
|
4/17/2026 |
183
|
$870 M
|
| DEMMING FINANCIAL SERVICES CORP /ADV |
2026 Q1
|
4/17/2026 |
37
|
$140 M
|
| CORA CAPITAL ADVISORS LLC |
2026 Q1
|
4/17/2026 |
134
|
$300 M
|
| Berman McAleer LLC |
2026 Q1
|
4/17/2026 |
162
|
$730 M
|
| BCS Wealth Management |
2026 Q1
|
4/17/2026 |
248
|
$490 M
|
| CIDEL ASSET MANAGEMENT INC |
2026 Q1
|
4/17/2026 |
436
|
$1.8 B
|
| BOURNE LENT ASSET MANAGEMENT INC |
2026 Q1
|
4/17/2026 |
63
|
$270 M
|
| Leeward Investments, LLC - MA |
2026 Q1
|
4/17/2026 |
142
|
$2.0 B
|
| Capital Squared Financial LLC |
2025 Q4
|
4/17/2026 |
82
|
$130 M
|
| RPOA Advisors, Inc. |
2026 Q1
|
4/17/2026 |
6
|
$2.3 B
|
| Cache Advisors, LLC |
2026 Q1
|
4/17/2026 |
191
|
$870 M
|
| Capital Squared Financial LLC |
2025 Q3
|
4/17/2026 |
78
|
$120 M
|
| PARAGON FINANCIAL PARTNERS, INC. |
2026 Q1
|
4/17/2026 |
77
|
$180 M
|
| Capital Squared Financial LLC |
2025 Q2
|
4/17/2026 |
66
|
$86 M
|
| WILLNER & HELLER, LLC |
2026 Q1
|
4/17/2026 |
161
|
$130 M
|
| Mezzasalma Advisors, LLC |
2026 Q1
|
4/17/2026 |
155
|
$390 M
|
| INCOME RESEARCH & MANAGEMENT |
2026 Q1
|
4/17/2026 |
26
|
$170 M
|
| Kentucky Trust Co |
2026 Q1
|
4/17/2026 |
311
|
$190 M
|