| Triad Wealth Partners, LLC |
2026 Q1
|
4/16/2026 |
478
|
$1.3 B
|
| Davis Capital Management |
2026 Q1
|
4/16/2026 |
589
|
$150 M
|
| BREAKTHRU ADVISORY SERVICES, LLC |
2026 Q1
|
4/16/2026 |
59
|
$62 M
|
| Quotient Wealth Partners, LLC |
2026 Q1
|
4/16/2026 |
377
|
$3.8 B
|
| Westhampton Capital, LLC |
2026 Q1
|
4/16/2026 |
129
|
$210 M
|
| Prairiewood Capital, LLC |
2026 Q1
|
4/16/2026 |
77
|
$350 M
|
| JDH Wealth Management, LLC |
2026 Q1
|
4/16/2026 |
54
|
$150 M
|
| FIRST COMMUNITY TRUST NA |
2026 Q1
|
4/16/2026 |
359
|
$140 M
|
| Swisher Financial Concepts, Inc. |
2026 Q1
|
4/16/2026 |
102
|
$180 M
|
| Asset Advisory Group, Inc. |
2026 Q1
|
4/16/2026 |
116
|
$200 M
|
| Montecito Bank & Trust |
2026 Q1
|
4/16/2026 |
444
|
$610 M
|
| SHEETS SMITH WEALTH MANAGEMENT |
2026 Q1
|
4/16/2026 |
393
|
$890 M
|
| MONARCH CAPITAL MANAGEMENT INC |
2026 Q1
|
4/16/2026 |
127
|
$410 M
|
| IVC Wealth Advisors LLC |
2026 Q1
|
4/16/2026 |
173
|
$230 M
|
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH |
2026 Q1
|
4/16/2026 |
302
|
$430 M
|
| SWEENEY & MICHEL, LLC |
2026 Q1
|
4/16/2026 |
145
|
$340 M
|
| Capital Advisors, Ltd. LLC |
2026 Q1
|
4/16/2026 |
1,555
|
$880 M
|
| Sprinkle Financial Consultants LLC |
2026 Q1
|
4/16/2026 |
99
|
$220 M
|
| GUARDIAN INVESTMENT MANAGEMENT |
2026 Q1
|
4/16/2026 |
60
|
$130 M
|
| Ballast Rock Private Wealth LLC |
2026 Q1
|
4/16/2026 |
177
|
$180 M
|
| LINCOLN CAPITAL CORP |
2026 Q1
|
4/16/2026 |
99
|
$270 M
|
| Baugh & Associates, LLC |
2026 Q1
|
4/16/2026 |
44
|
$230 M
|
| Strong Tower Advisory Services |
2026 Q1
|
4/16/2026 |
92
|
$530 M
|
| Terra Nova Asset Management LLC |
2026 Q1
|
4/16/2026 |
83
|
$140 M
|
| Scott & Selber, Inc. |
2026 Q1
|
4/16/2026 |
91
|
$390 M
|
| Focused Investors LLC |
2026 Q1
|
4/16/2026 |
22
|
$3.1 B
|
| FORBES J M & CO LLP |
2026 Q1
|
4/16/2026 |
153
|
$1.2 B
|
| Ocean Park Asset Management, LLC |
2026 Q1 - RESTATEMENT
|
4/16/2026 |
56
|
$1.7 B
|
| Sky Investment Group LLC |
2026 Q1
|
4/16/2026 |
140
|
$580 M
|
| XML Financial, LLC |
2026 Q1
|
4/16/2026 |
421
|
$1.2 B
|
| Clark Asset Management, LLC |
2026 Q1
|
4/16/2026 |
267
|
$1.1 B
|
| Citadel Investment Advisory, Inc. |
2026 Q1
|
4/16/2026 |
78
|
$210 M
|
| PMV Capital Advisers, LLC |
2026 Q1
|
4/16/2026 |
123
|
$59 M
|
| WEYBOSSET RESEARCH & MANAGEMENT LLC |
2026 Q1
|
4/16/2026 |
33
|
$350 M
|
| Flywheel Private Wealth LLC |
2026 Q1
|
4/16/2026 |
104
|
$180 M
|
| SANDER CAPITAL ADVISORS INC |
2026 Q1
|
4/16/2026 |
12
|
$170 M
|
| Intergy Private Wealth, LLC |
2026 Q1
|
4/16/2026 |
123
|
$340 M
|
| Generate Investment Management Ltd |
2026 Q1
|
4/16/2026 |
92
|
$2.0 B
|
| EdgeRock Capital LLC |
2026 Q1
|
4/16/2026 |
126
|
$370 M
|
| FIDUCIARY ADVISORS, INC. |
2026 Q1
|
4/16/2026 |
121
|
$130 M
|
| Klaas Financial Asset Advisors, LLC |
2026 Q1
|
4/16/2026 |
59
|
$720 M
|
| STRATEGIC ADVISORY PARTNERS, LLC |
2026 Q1
|
4/16/2026 |
96
|
$130 M
|
| Mendota Financial Group, LLC |
2026 Q1
|
4/16/2026 |
32
|
$130 M
|
| BEESE FULMER INVESTMENT MANAGEMENT, INC. |
2026 Q1
|
4/16/2026 |
435
|
$1.6 B
|
| Codex Capital Asset Management L.L.C. |
2026 Q1
|
4/16/2026 |
31
|
$260 M
|
| GEN Financial Management, INC. |
2026 Q1
|
4/16/2026 |
51
|
$160 M
|
| Envision Financial LLC |
2026 Q1
|
4/16/2026 |
46
|
$190 M
|
| Smith Thornton Advisors LLC |
2026 Q1
|
4/16/2026 |
130
|
$200 M
|
| Trium Capital LLP |
2026 Q1
|
4/16/2026 |
63
|
$140 M
|
| Stanley-Laman Group, Ltd. |
2026 Q1
|
4/16/2026 |
295
|
$810 M
|
| Addis & Hill, Inc |
2026 Q1
|
4/16/2026 |
27
|
$160 M
|
| Koenig Investment Advisory, LLC |
2026 Q1
|
4/16/2026 |
36
|
$120 M
|
| TOTH FINANCIAL ADVISORY CORP |
2026 Q1
|
4/16/2026 |
918
|
$910 M
|
| SENTINEL PENSION ADVISORS, LLC |
2026 Q1
|
4/16/2026 |
137
|
$680 M
|
| TTP Investments, Inc. |
2026 Q1
|
4/16/2026 |
35
|
$240 M
|
| Friday Financial |
2026 Q1
|
4/16/2026 |
93
|
$290 M
|
| NORTHWESTERN UNIVERSITY |
2026 Q1
|
4/16/2026 |
3
|
$51 M
|
| Trinity Legacy Partners, LLC |
2026 Q1
|
4/16/2026 |
106
|
$460 M
|
| Lifelong Wealth Advisors, Inc. |
2026 Q1
|
4/16/2026 |
90
|
$380 M
|
| Spartan Planning & Wealth Management |
2026 Q1
|
4/16/2026 |
69
|
$140 M
|
| HICKS CAPITAL MANAGEMENT LLC |
2026 Q1
|
4/16/2026 |
37
|
$100 M
|
| TANDEM CAPITAL MANAGEMENT CORP /ADV |
2026 Q1
|
4/16/2026 |
110
|
$200 M
|
| Greenfield Savings Bank |
2026 Q1
|
4/16/2026 |
143
|
$230 M
|
| Vert Asset Management LLC |
2026 Q1
|
4/16/2026 |
48
|
$320 M
|
| Vested Financial Planning, LLC |
2026 Q1
|
4/16/2026 |
27
|
$130 M
|
| CogentBlue Wealth Advisors, LLC |
2026 Q1
|
4/16/2026 |
78
|
$150 M
|
| Annex Advisory Services, LLC |
2026 Q1
|
4/16/2026 |
375
|
$5.3 B
|
| Heck Capital Advisors, LLC |
2026 Q1
|
4/16/2026 |
202
|
$1.3 B
|
| Blue Zone Wealth Advisors, LLC |
2026 Q1
|
4/16/2026 |
130
|
$490 M
|
| Tortuga Wealth Management, Inc |
2025 Q4
|
4/16/2026 |
105
|
$95 M
|
| ROCKLAND TRUST CO |
2026 Q1
|
4/16/2026 |
496
|
$2.5 B
|
| PHILLIPS FINANCIAL MANAGEMENT, LLC |
2026 Q1
|
4/16/2026 |
283
|
$1.4 B
|
| BridgePort Financial Solutions, LLC |
2026 Q1
|
4/16/2026 |
231
|
$350 M
|
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC |
2026 Q1
|
4/16/2026 |
75
|
$510 M
|
| Ellsworth Advisors, LLC |
2026 Q1
|
4/16/2026 |
164
|
$530 M
|
| Asset Advisors Investment Management, LLC |
2026 Q1
|
4/16/2026 |
106
|
$1.0 B
|
| Security National Bank |
2026 Q1
|
4/16/2026 |
501
|
$690 M
|
| Robocap Asset Management Ltd |
2026 Q1
|
4/16/2026 |
23
|
$94 M
|
| Whitener Capital Management, Inc. |
2026 Q1
|
4/16/2026 |
174
|
$440 M
|
| POINCIANA ADVISORS GROUP, LLC |
2026 Q1
|
4/16/2026 |
130
|
$130 M
|
| RFG Holdings, Inc. |
2026 Q1
|
4/16/2026 |
70
|
$400 M
|
| REDSTONE WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/16/2026 |
43
|
$130 M
|
| GENESIS PRIVATE WEALTH, LLC |
2026 Q1
|
4/16/2026 |
182
|
$320 M
|
| REX Advisers, LLC |
2026 Q1
|
4/16/2026 |
74
|
$33 M
|
| Diversified Trust Co |
2026 Q1
|
4/16/2026 |
1,219
|
$5.4 B
|
| Paladin Wealth, LLC |
2026 Q1
|
4/16/2026 |
125
|
$150 M
|
| Baron Wealth Management LLC |
2026 Q1
|
4/16/2026 |
279
|
$330 M
|
| Solitude Financial Services |
2026 Q1
|
4/16/2026 |
39
|
$340 M
|
| Future Financial Wealth Managment LLC |
2026 Q1
|
4/16/2026 |
128
|
$160 M
|
| THOMPSON DAVIS & CO., INC. |
2026 Q1
|
4/16/2026 |
141
|
$150 M
|
| Westmount Partners, LLC |
2026 Q1
|
4/16/2026 |
264
|
$410 M
|
| Lunate Capital Ltd |
2026 Q1
|
4/16/2026 |
6
|
$120 M
|
| Pine Haven Investment Counsel, Inc |
2026 Q1
|
4/16/2026 |
114
|
$140 M
|
| Bricktown Capital, LLC |
2026 Q1
|
4/16/2026 |
32
|
$510 M
|
| UHLMANN PRICE SECURITIES, LLC |
2026 Q1
|
4/16/2026 |
254
|
$1.5 B
|
| Financial Designs Corp |
2026 Q1
|
4/16/2026 |
40
|
$180 M
|
| ARS Investment Partners, LLC |
2026 Q1
|
4/16/2026 |
182
|
$1.9 B
|
| McClarren Financial Advisors, Inc. |
2026 Q1
|
4/16/2026 |
79
|
$170 M
|
| Lexington Hill Partners, LLC |
2026 Q1
|
4/16/2026 |
78
|
$180 M
|
| Silverberg Bernstein Capital Management LLC |
2026 Q1
|
4/16/2026 |
68
|
$180 M
|