| DIAMANT ASSET MANAGEMENT, INC. |
2026 Q1
|
4/22/2026 |
76
|
$140 M
|
| Ampfield Management, L.P. |
2026 Q1
|
4/22/2026 |
5
|
$81 M
|
| Wilkins Miller Wealth Management, LLC |
2026 Q1
|
4/22/2026 |
89
|
$170 M
|
| Kenora Financial, LLC |
2026 Q1
|
4/22/2026 |
132
|
$290 M
|
| Tepp RIA, LLC |
2026 Q1
|
4/22/2026 |
41
|
$130 M
|
| Apollon Financial, LLC |
2026 Q1
|
4/22/2026 |
260
|
$720 M
|
| Wiser Advisor Group LLC |
2026 Q1
|
4/22/2026 |
224
|
$83 M
|
| Apollon Wealth Management, LLC |
2026 Q1
|
4/22/2026 |
1,404
|
$6.2 B
|
| Pasadena Private Wealth, LLC |
2026 Q1
|
4/22/2026 |
309
|
$720 M
|
| Clarity Wealth Development LLC |
2026 Q1
|
4/22/2026 |
44
|
$120 M
|
| VICUS CAPITAL |
2026 Q1
|
4/22/2026 |
250
|
$1.4 B
|
| Ariston Services Group |
2026 Q1
|
4/22/2026 |
71
|
$170 M
|
| Coston, McIsaac & Partners |
2026 Q1
|
4/22/2026 |
941
|
$440 M
|
| TRED AVON FAMILY WEALTH, LLC |
2026 Q1
|
4/22/2026 |
262
|
$300 M
|
| Networth Advisors, LLC |
2026 Q1
|
4/22/2026 |
381
|
$140 M
|
| Detalus Advisors, LLC |
2026 Q1
|
4/22/2026 |
186
|
$440 M
|
| McLean Asset Management Corp |
2026 Q1
|
4/22/2026 |
165
|
$570 M
|
| GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ |
2026 Q1
|
4/22/2026 |
94
|
$51 M
|
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC |
2026 Q1
|
4/22/2026 |
82
|
$160 M
|
| Pinnacle Bancorp, Inc. |
2026 Q1
|
4/22/2026 |
885
|
$340 M
|
| PEAK FINANCIAL ADVISORS LLC |
2026 Q1
|
4/22/2026 |
70
|
$230 M
|
| Portus Wealth Advisors, LLC |
2026 Q1
|
4/22/2026 |
568
|
$110 M
|
| Atwater Malick LLC |
2026 Q1
|
4/22/2026 |
100
|
$370 M
|
| tru Independence LLC |
2026 Q1
|
4/22/2026 |
102
|
$200 M
|
| Shum Financial Group, Inc. |
2026 Q1
|
4/22/2026 |
93
|
$140 M
|
| SYKON CAPITAL LLC |
2026 Q1
|
4/22/2026 |
88
|
$300 M
|
| HMS Capital Management, LLC |
2026 Q1
|
4/22/2026 |
115
|
$260 M
|
| Smallwood Wealth Investment Management, LLC |
2026 Q1
|
4/22/2026 |
527
|
$190 M
|
| SPIREPOINT PRIVATE CLIENT, LLC |
2026 Q1
|
4/22/2026 |
322
|
$1.1 B
|
| QP WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/22/2026 |
65
|
$58 M
|
| Accretive Wealth Partners, LLC |
2026 Q1
|
4/22/2026 |
180
|
$360 M
|
| Continuum Advisory, LLC |
2026 Q1
|
4/22/2026 |
453
|
$1.0 B
|
| Asset Allocation Strategies LLC |
2026 Q1
|
4/22/2026 |
167
|
$560 M
|
| ARCADIA INVESTMENT MANAGEMENT CORP/MI |
2026 Q1
|
4/22/2026 |
367
|
$580 M
|
| Gold Investment Management Ltd. |
2026 Q1
|
4/22/2026 |
201
|
$320 M
|
| Parcion Private Wealth LLC |
2026 Q1
|
4/22/2026 |
493
|
$1.6 B
|
| STRATEGIC PLANNING GROUP, LLC |
2026 Q1
|
4/22/2026 |
72
|
$720 M
|
| Brandywine Asset Management, Inc. |
2026 Q1
|
4/22/2026 |
14
|
$130 M
|
| Bravera Wealth |
2026 Q1
|
4/22/2026 |
410
|
$220 M
|
| RETIREMENT GUYS FORMULA LLC |
2026 Q1
|
4/22/2026 |
154
|
$220 M
|
| Hoese & Co LLP |
2026 Q1
|
4/22/2026 |
154
|
$130 M
|
| BigSur Wealth Management LLC |
2026 Q1
|
4/22/2026 |
164
|
$360 M
|
| Churchill Financial Advisors, LLC |
2026 Q1
|
4/22/2026 |
123
|
$480 M
|
| AtlasMark Financial, Inc |
2022 Q1
|
4/22/2026 |
40
|
$78 M
|
| AtlasMark Financial, Inc |
2022 Q2
|
4/22/2026 |
40
|
$69 M
|
| AtlasMark Financial, Inc |
2022 Q3
|
4/22/2026 |
38
|
$67 M
|
| AtlasMark Financial, Inc |
2023 Q1
|
4/22/2026 |
38
|
$76 M
|
| AtlasMark Financial, Inc |
2024 Q3
|
4/22/2026 |
40
|
$110 M
|
| AtlasMark Financial, Inc |
2023 Q2
|
4/22/2026 |
39
|
$81 M
|
| AtlasMark Financial, Inc |
2024 Q4
|
4/22/2026 |
39
|
$110 M
|
| AtlasMark Financial, Inc |
2025 Q1
|
4/22/2026 |
39
|
$110 M
|
| AtlasMark Financial, Inc |
2025 Q2
|
4/22/2026 |
39
|
$130 M
|
| AtlasMark Financial, Inc |
2025 Q3
|
4/22/2026 |
43
|
$150 M
|
| AtlasMark Financial, Inc |
2026 Q1
|
4/22/2026 |
47
|
$150 M
|
| AtlasMark Financial, Inc |
2025 Q4
|
4/22/2026 |
47
|
$150 M
|
| Wealth Advisory Solutions, LLC |
2026 Q1
|
4/22/2026 |
142
|
$450 M
|
| LANDMARK WEALTH MANAGEMENT, INC. |
2026 Q1
|
4/22/2026 |
70
|
$270 M
|
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE |
2026 Q1
|
4/22/2026 |
59
|
$340 M
|
| RIDGECREST WEALTH PARTNERS, LLC |
2026 Q1
|
4/22/2026 |
96
|
$180 M
|
| QUATTRO FINANCIAL ADVISORS LLC |
2026 Q1
|
4/22/2026 |
91
|
$330 M
|
| WestEnd Advisors, LLC |
2026 Q1
|
4/22/2026 |
391
|
$4.1 B
|
| Phoenix Wealth Advisors |
2026 Q1
|
4/22/2026 |
126
|
$250 M
|
| Bravera Wealth |
2025 Q4
|
4/22/2026 |
483
|
$200 M
|
| AtlasMark Financial, Inc |
2021 Q4
|
4/22/2026 |
41
|
$83 M
|
| GERBER, LLC |
2026 Q1
|
4/22/2026 |
88
|
$180 M
|
| AtlasMark Financial, Inc |
2021 Q3
|
4/22/2026 |
39
|
$75 M
|
| PROMETHIUM ADVISORS,LLC |
2026 Q1
|
4/22/2026 |
112
|
$190 M
|
| AtlasMark Financial, Inc |
2021 Q2
|
4/22/2026 |
39
|
$76 M
|
| AtlasMark Financial, Inc |
2021 Q1
|
4/22/2026 |
39
|
$72 M
|
| Lakeshore Capital Group, Inc. |
2026 Q1
|
4/22/2026 |
91
|
$120 M
|
| Investment Advisory Group, LLC |
2026 Q1
|
4/22/2026 |
194
|
$390 M
|
| Financially in Tune, LLC |
2026 Q1
|
4/22/2026 |
77
|
$120 M
|
| AtlasMark Financial, Inc |
2020 Q4
|
4/22/2026 |
37
|
$66 M
|
| Invera Wealth Advisors, LLC |
2026 Q1
|
4/22/2026 |
98
|
$160 M
|
| AtlasMark Financial, Inc |
2020 Q3
|
4/22/2026 |
37
|
$58 M
|
| Richard Bernstein Advisors LLC |
2026 Q1
|
4/22/2026 |
227
|
$3.4 B
|
| AtlasMark Financial, Inc |
2020 Q2
|
4/22/2026 |
36
|
$51 M
|
| AtlasMark Financial, Inc |
2019 Q4
|
4/22/2026 |
34
|
$44 M
|
| Englebert Financial Advisers, LLC |
2026 Q1
|
4/22/2026 |
55
|
$88 M
|
| AtlasMark Financial, Inc |
2020 Q1
|
4/22/2026 |
33
|
$40 M
|
| AtlasMark Financial, Inc |
2019 Q3
|
4/22/2026 |
34
|
$40 M
|
| TRUEFG, LLC |
2026 Q1
|
4/22/2026 |
71
|
$380 M
|
| TRAPHAGEN INVESTMENT ADVISORS LLC |
2026 Q1
|
4/22/2026 |
207
|
$1.2 B
|
| MUIRFIELD WEALTH ADVISORS LLC |
2026 Q1
|
4/22/2026 |
80
|
$140 M
|
| Peak Planning Group, LLC |
2026 Q1
|
4/22/2026 |
120
|
$360 M
|
| BEACON FINANCIAL PLANNING, INC |
2026 Q1
|
4/22/2026 |
76
|
$260 M
|
| HARRELL INVESTMENT PARTNERS, LLC |
2026 Q1
|
4/22/2026 |
144
|
$420 M
|
| Employees Provident Fund Board |
2008 Q1
|
4/22/2026 |
17
|
$130 M
|
| Berry Wealth Group, LP |
2026 Q1
|
4/22/2026 |
28
|
$27 M
|
| M3 Advisory Group, LLC |
2026 Q1
|
4/22/2026 |
149
|
$160 M
|
| Spire Wealth Management |
2026 Q1
|
4/22/2026 |
2,413
|
$2.9 B
|
| Uniting Wealth Partners, LLC |
2026 Q1
|
4/22/2026 |
205
|
$470 M
|
| Applied Capital LLC |
2026 Q1
|
4/22/2026 |
51
|
$270 M
|
| Monument Group Wealth Advisors, LLC |
2026 Q1
|
4/22/2026 |
43
|
$180 M
|
| Arcataur Capital Management LLC |
2026 Q1
|
4/22/2026 |
103
|
$360 M
|
| SUTTON PLACE INVESTORS LLC |
2026 Q1
|
4/22/2026 |
136
|
$180 M
|
| Employees Provident Fund Board |
2008 Q2
|
4/22/2026 |
17
|
$150 M
|
| Evensky & Katz LLC |
2026 Q1
|
4/22/2026 |
72
|
$1.8 B
|
| Stone House Investment Management, LLC |
2026 Q1
|
4/22/2026 |
1,069
|
$560 M
|
| RMR Wealth Builders |
2026 Q1
|
4/22/2026 |
277
|
$1.3 B
|