| Cannon Global Investment Management, LLC |
2026 Q1
|
4/21/2026 |
82
|
$51 M
|
| Corecam AG |
2026 Q1
|
4/21/2026 |
59
|
$120 M
|
| Draper Asset Management, LLC |
2026 Q1
|
4/21/2026 |
24
|
$180 M
|
| Columbus Macro, LLC |
2026 Q1
|
4/21/2026 |
200
|
$940 M
|
| Maltin Wealth Management, Inc. |
2026 Q1
|
4/21/2026 |
136
|
$260 M
|
| STUART INVESTMENT ADVISORS, INC. |
2026 Q1
|
4/21/2026 |
27
|
$230 M
|
| RCS Financial Planning, LLC |
2026 Q1
|
4/21/2026 |
98
|
$190 M
|
| Stokes Capital Advisors, LLC |
2026 Q1
|
4/21/2026 |
161
|
$450 M
|
| Financial Council, LLC |
2026 Q1
|
4/21/2026 |
101
|
$260 M
|
| Armbruster Capital Management, Inc. |
2026 Q1
|
4/21/2026 |
132
|
$610 M
|
| Greenfield FTC, Inc. |
2026 Q1
|
4/21/2026 |
3
|
$520 M
|
| Pacific Sage Partners, LLC |
2026 Q1
|
4/21/2026 |
121
|
$640 M
|
| Parker Financial LLC |
2026 Q1
|
4/21/2026 |
37
|
$250 M
|
| Long Island Wealth Management, Inc. |
2026 Q1
|
4/21/2026 |
89
|
$220 M
|
| Polaris Investment Advisors, LLC |
2026 Q1
|
4/21/2026 |
70
|
$140 M
|
| Diesslin Group, Inc. |
2026 Q1
|
4/21/2026 |
53
|
$220 M
|
| Axiom Financial Strategies, LLC |
2026 Q1
|
4/21/2026 |
32
|
$280 M
|
| International Private Wealth Advisors LLC |
2026 Q1
|
4/21/2026 |
152
|
$160 M
|
| Fingerlakes Wealth Management, Inc. |
2026 Q1
|
4/21/2026 |
97
|
$150 M
|
| Aull & Monroe Investment Management Corp |
2026 Q1
|
4/21/2026 |
125
|
$220 M
|
| Torrey Growth & Income Advisors |
2026 Q1
|
4/21/2026 |
110
|
$240 M
|
| Willow Financial LLC |
2025 Q4
|
4/21/2026 |
40
|
$98 M
|
| WEDBUSH SECURITIES INC |
2026 Q1
|
4/21/2026 |
1,237
|
$3.4 B
|
| BARLOW WEALTH PARTNERS, LLC |
2026 Q1
|
4/21/2026 |
137
|
$900 M
|
| Vanguard Capital Wealth Advisors |
2026 Q1
|
4/21/2026 |
120
|
$110 M
|
| Trueblood Wealth Management, LLC |
2026 Q1
|
4/21/2026 |
256
|
$260 M
|
| Dougherty Wealth Advisers LLC |
2026 Q1
|
4/21/2026 |
107
|
$160 M
|
| Yardley Wealth Management LLC |
2026 Q1
|
4/21/2026 |
36
|
$200 M
|
| Sage Financial Management Group, Inc. |
2026 Q1
|
4/21/2026 |
57
|
$330 M
|
| Trevian Wealth Management LLC |
2026 Q1
|
4/21/2026 |
43
|
$200 M
|
| Capelight Capital Asset Management LP |
2026 Q1
|
4/21/2026 |
33
|
$130 M
|
| WASHINGTON GROWTH STRATEGIES LLC |
2026 Q1
|
4/21/2026 |
57
|
$150 M
|
| Robeco Institutional Asset Management B.V. |
2026 Q1
|
4/21/2026 |
842
|
$70 B
|
| OneAscent Wealth Management LLC |
2026 Q1
|
4/21/2026 |
157
|
$300 M
|
| OneAscent Financial Services LLC |
2026 Q1
|
4/21/2026 |
591
|
$1.8 B
|
| BCS Private Wealth Management, Inc. |
2026 Q1
|
4/21/2026 |
186
|
$330 M
|
| OneAscent Family Office, LLC |
2026 Q1
|
4/21/2026 |
182
|
$140 M
|
| ABBINGTON INVESTMENT GROUP |
2026 Q1
|
4/21/2026 |
51
|
$170 M
|
| Mesirow Financial Investment Management, Inc. |
2026 Q1
|
4/21/2026 |
517
|
$6.2 B
|
| Sensible Money, LLC |
2026 Q1
|
4/21/2026 |
86
|
$330 M
|
| Wise Wealth Partners |
2026 Q1
|
4/21/2026 |
53
|
$74 M
|
| Wallace Advisory Group, LLC |
2026 Q1
|
4/21/2026 |
226
|
$94 M
|
| CHAPIN DAVIS, INC. |
2026 Q1
|
4/21/2026 |
261
|
$450 M
|
| Morton Capital Management LLC/CA |
2026 Q1
|
4/21/2026 |
139
|
$670 M
|
| Red Tortoise LLC |
2026 Q1
|
4/21/2026 |
647
|
$240 M
|
| Pacific Park Financial, Inc. |
2026 Q1
|
4/21/2026 |
73
|
$150 M
|
| LCM Capital Management Inc |
2026 Q1
|
4/21/2026 |
110
|
$200 M
|
| DAVIDSON INVESTMENT ADVISORS |
2026 Q1
|
4/21/2026 |
120
|
$2.0 B
|
| GFG Capital, LLC |
2026 Q1
|
4/21/2026 |
143
|
$310 M
|
| Buttonwood Financial Advisors Inc. |
2026 Q1
|
4/21/2026 |
108
|
$300 M
|
| FORTERIS WEALTH MANAGEMENT INC. |
2026 Q1
|
4/21/2026 |
68
|
$100 M
|
| BENNETT SELBY INVESTMENTS LP |
2026 Q1
|
4/21/2026 |
81
|
$280 M
|
| KIECKHEFER GROUP LLC |
2026 Q1
|
4/21/2026 |
58
|
$210 M
|
| Div Capital Phoenix Assets Ltd |
2026 Q1
|
4/21/2026 |
11
|
$430 M
|
| Refined Wealth Management |
2026 Q1
|
4/21/2026 |
50
|
$160 M
|
| Ackerman Asset Management, LLC |
2026 Q1
|
4/21/2026 |
35
|
$140 M
|
| HCR Wealth Advisors |
2026 Q1
|
4/21/2026 |
241
|
$960 M
|
| Northland Capital Management LLC |
2026 Q1
|
4/21/2026 |
31
|
$180 M
|
| Yoffe Investment Management, LLC |
2026 Q1
|
4/21/2026 |
111
|
$78 M
|
| Altus Wealth Management, LLC |
2026 Q1
|
4/21/2026 |
28
|
$220 M
|
| HARVEY INVESTMENT CO LLC |
2026 Q1
|
4/21/2026 |
99
|
$910 M
|
| Worthington Financial Partners, LLC |
2026 Q1
|
4/21/2026 |
105
|
$120 M
|
| Guinness Atkinson Asset Management Inc |
2026 Q1
|
4/21/2026 |
123
|
$200 M
|
| Madson Wealth Advisors Inc |
2026 Q1
|
4/21/2026 |
84
|
$120 M
|
| Grey Fox Wealth Advisors, LLC |
2026 Q1
|
4/21/2026 |
186
|
$520 M
|
| Guinness Asset Management LTD |
2026 Q1
|
4/21/2026 |
143
|
$5.8 B
|
| ALPINE ASSOCIATES MANAGEMENT INC. |
2026 Q1
|
4/21/2026 |
70
|
$1.7 B
|
| Kane Co Wealth Management, Inc. |
2026 Q1
|
4/21/2026 |
51
|
$120 M
|
| SWS Partners |
2026 Q1
|
4/21/2026 |
112
|
$410 M
|
| E&G Advisors, LP |
2026 Q1
|
4/21/2026 |
236
|
$450 M
|
| Flagship Capital Management Inc. |
2026 Q1
|
4/21/2026 |
48
|
$140 M
|
| Mendel Capital Management LLC |
2026 Q1
|
4/21/2026 |
102
|
$200 M
|
| TRITONPOINT WEALTH, LLC |
2026 Q1
|
4/21/2026 |
268
|
$930 M
|
| Alpine Bank Wealth Management |
2026 Q1
|
4/21/2026 |
272
|
$690 M
|
| Olstein Capital Management, L.P. |
2026 Q1
|
4/21/2026 |
99
|
$460 M
|
| Dougherty & Associates, LLC |
2026 Q1
|
4/21/2026 |
52
|
$110 M
|
| Founders Capital Management |
2026 Q1
|
4/21/2026 |
390
|
$200 M
|
| Roth Financial Partners LLC |
2026 Q1
|
4/21/2026 |
31
|
$290 M
|
| North Forty Two & Co. |
2026 Q1
|
4/21/2026 |
97
|
$110 M
|
| Hippocratic Financial Advisors, LLC |
2026 Q1
|
4/21/2026 |
33
|
$230 M
|
| Compass Planning Associates Inc |
2026 Q1
|
4/21/2026 |
30
|
$160 M
|
| ACCREDITED INVESTOR SERVICES, LLC |
2026 Q1
|
4/21/2026 |
77
|
$160 M
|
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS |
2026 Q1
|
4/21/2026 |
88
|
$190 M
|
| J.M. Arbour, LLC |
2026 Q1
|
4/21/2026 |
190
|
$100 M
|
| Keystone Financial Services, LLC |
2026 Q1
|
4/21/2026 |
58
|
$150 M
|
| Argo Wealth Advisory, LLC |
2026 Q1
|
4/21/2026 |
48
|
$170 M
|
| Northern Lights Advisors, Inc. |
2026 Q1
|
4/21/2026 |
57
|
$150 M
|
| Shepherd Street Advisors LLC |
2026 Q1
|
4/21/2026 |
86
|
$100 M
|
| Strategic Equity Management |
2026 Q1
|
4/21/2026 |
70
|
$270 M
|
| MAYPORT, LLC |
2026 Q1
|
4/21/2026 |
130
|
$540 M
|
| CFM WEALTH PARTNERS LLC |
2026 Q1
|
4/21/2026 |
143
|
$670 M
|
| Pallas Capital Advisors LLC |
2026 Q1
|
4/21/2026 |
862
|
$2.7 B
|
| SLT Holdings LLC |
2026 Q1
|
4/21/2026 |
136
|
$150 M
|
| EVERPAR ADVISORS LLC |
2026 Q1
|
4/21/2026 |
282
|
$290 M
|
| Claro Advisors Inc. |
2026 Q1
|
4/21/2026 |
506
|
$830 M
|
| S Harris Financial Group, LLC |
2026 Q1
|
4/21/2026 |
107
|
$110 M
|
| Trivium Point Advisory, LLC |
2026 Q1
|
4/21/2026 |
270
|
$550 M
|
| Magnolia Private Wealth, LLC |
2026 Q1
|
4/21/2026 |
134
|
$150 M
|
| OUTFITTERS FINANCIAL LLC |
2026 Q1
|
4/21/2026 |
80
|
$130 M
|
| AVAII WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/21/2026 |
158
|
$290 M
|