| Legacy Capital Wealth Partners, LLC |
2025 Q4
|
1/16/2026 |
376
|
$470 M
|
| SURIENCE PRIVATE WEALTH LLC |
2025 Q4
|
1/16/2026 |
33
|
$93 M
|
| Bank Pictet & Cie (Europe) AG |
2025 Q4
|
1/16/2026 |
199
|
$5.0 B
|
| SWP FINANCIAL LLC |
2025 Q4
|
1/16/2026 |
73
|
$200 M
|
| HERBST GROUP, LLC |
2025 Q4
|
1/16/2026 |
62
|
$170 M
|
| Mirabaud & Cie SA |
2025 Q4
|
1/16/2026 |
57
|
$310 M
|
| Compagnie Lombard Odier SCmA |
2025 Q4
|
1/16/2026 |
611
|
$9.2 B
|
| Spinecap SAS |
2025 Q2
|
1/16/2026 |
12
|
$190 M
|
| TEMA ETFS LLC |
2025 Q4
|
1/16/2026 |
558
|
$1.3 B
|
| VERUS WEALTH MANAGEMENT, LLC |
2025 Q4
|
1/16/2026 |
53
|
$110 M
|
| McLean Asset Management Corp |
2025 Q4
|
1/15/2026 |
171
|
$560 M
|
| CLARIS ADVISORS, LLC / MO / |
2025 Q4
|
1/15/2026 |
68
|
$330 M
|
| CRA Financial Services, LLC |
2025 Q4
|
1/15/2026 |
292
|
$760 M
|
| Wealth Advisors Northwest LLC |
2025 Q4
|
1/15/2026 |
56
|
$230 M
|
| WEATHERLY ASSET MANAGEMENT L. P. |
2025 Q4
|
1/15/2026 |
190
|
$1.3 B
|
| PFS Partners, LLC |
2025 Q4
|
1/15/2026 |
591
|
$220 M
|
| DiNuzzo Private Wealth, Inc. |
2025 Q4
|
1/15/2026 |
1,371
|
$920 M
|
| HFG Wealth Management, LLC |
2025 Q4
|
1/15/2026 |
52
|
$180 M
|
| Longboard Asset Management, LP |
2025 Q4
|
1/15/2026 |
71
|
$16 M
|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
2025 Q4
|
1/15/2026 |
1,378
|
$5.6 B
|
| RHS Financial, LLC |
2025 Q4
|
1/15/2026 |
144
|
$200 M
|
| Ledgewood Wealth Advisors, LLC |
2025 Q4
|
1/15/2026 |
71
|
$170 M
|
| Triad Investment Management |
2025 Q4
|
1/15/2026 |
36
|
$99 M
|
| Powerhouse Assets LLC |
2025 Q4
|
1/15/2026 |
54
|
$110 M
|
| HENGEHOLD CAPITAL MANAGEMENT LLC |
2025 Q4
|
1/15/2026 |
219
|
$1.2 B
|
| CAPITAL ADVISORS INC/OK |
2025 Q4
|
1/15/2026 |
350
|
$6.2 B
|
| BetterWealth, LLC |
2025 Q4
|
1/15/2026 |
70
|
$440 M
|
| Retireful, LLC |
2025 Q4
|
1/15/2026 |
93
|
$80 M
|
| Trinity Wealth Management, LLC |
2025 Q4
|
1/15/2026 |
68
|
$270 M
|
| SCHARF INVESTMENTS, LLC |
2025 Q4
|
1/15/2026 |
72
|
$3.7 B
|
| VICTORY FINANCIAL GROUP, LLC |
2025 Q4
|
1/15/2026 |
317
|
$800 M
|
| Maltin Wealth Management, Inc. |
2025 Q4
|
1/15/2026 |
132
|
$250 M
|
| Vannoy Advisory Group, Inc. |
2025 Q4
|
1/15/2026 |
29
|
$160 M
|
| Cohen Investment Advisors LLC |
2025 Q4
|
1/15/2026 |
78
|
$220 M
|
| RCS Financial Planning, LLC |
2025 Q4
|
1/15/2026 |
90
|
$230 M
|
| Pinnacle Wealth Management, LLC |
2025 Q4
|
1/15/2026 |
39
|
$150 M
|
| Essential Planning, LLC. |
2025 Q4
|
1/15/2026 |
90
|
$310 M
|
| Uncommon Cents Investing LLC |
2025 Q4
|
1/15/2026 |
207
|
$410 M
|
| Ironwood Financial, llc |
2025 Q4
|
1/15/2026 |
166
|
$590 M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2025 Q4
|
1/15/2026 |
82
|
$210 M
|
| Warwick Investment Management, Inc. |
2025 Q4
|
1/15/2026 |
149
|
$650 M
|
| Elser Financial Planning, Inc |
2025 Q4
|
1/15/2026 |
80
|
$140 M
|
| BOURGEON CAPITAL MANAGEMENT LLC |
2025 Q4
|
1/15/2026 |
124
|
$620 M
|
| MTC Wealth Management LLC |
2025 Q4
|
1/15/2026 |
13
|
$210 M
|
| Founders Capital Management |
2025 Q4
|
1/15/2026 |
407
|
$190 M
|
| Members Trust Co |
2025 Q4
|
1/15/2026 |
248
|
$3.1 B
|
| Counterweight Ventures, LLC |
2025 Q4
|
1/15/2026 |
80
|
$180 M
|
| PFG Private Wealth Management, LLC |
2025 Q4
|
1/15/2026 |
74
|
$230 M
|
| Lodestone Wealth Management LLC |
2025 Q4
|
1/15/2026 |
850
|
$250 M
|
| Frank, Rimerman Advisors LLC |
2025 Q4
|
1/15/2026 |
600
|
$1.6 B
|
| Nilsine Partners, LLC |
2025 Q4
|
1/15/2026 |
400
|
$1.2 B
|
| KRS Capital Management, LLC |
2025 Q4
|
1/15/2026 |
115
|
$170 M
|
| PineStone Asset Management Inc. |
2025 Q4
|
1/15/2026 |
43
|
$16 B
|
| Sage Capital Management, LLC |
2025 Q4
|
1/15/2026 |
161
|
$220 M
|
| LeConte Wealth Management, LLC |
2025 Q4
|
1/15/2026 |
138
|
$150 M
|
| Independence Financial Advisors, LLC |
2025 Q4
|
1/15/2026 |
55
|
$360 M
|
| Hartmann Taylor Wealth Management, LLC |
2025 Q4
|
1/15/2026 |
53
|
$150 M
|
| White Wing Wealth Management |
2025 Q4
|
1/15/2026 |
35
|
$170 M
|
| Bricktown Capital, LLC |
2025 Q4
|
1/15/2026 |
25
|
$590 M
|
| My Personal CFO, LLC |
2025 Q4
|
1/15/2026 |
93
|
$240 M
|
| Westmount Partners, LLC |
2025 Q4
|
1/15/2026 |
246
|
$400 M
|
| Cannon Advisors, Inc. |
2025 Q4
|
1/15/2026 |
83
|
$140 M
|
| DB Fitzpatrick & Co, Inc |
2025 Q4
|
1/15/2026 |
100
|
$110 M
|
| NISA INVESTMENT ADVISORS, LLC |
2025 Q4
|
1/15/2026 |
3,089
|
$30 B
|
| Burns Matteson Capital Management, LLC |
2025 Q4
|
1/15/2026 |
199
|
$290 M
|
| HIGHLINE WEALTH PARTNERS LLC |
2025 Q4
|
1/15/2026 |
1,071
|
$360 M
|
| Econ Financial Services Corp |
2025 Q4
|
1/15/2026 |
74
|
$200 M
|
| Gunderson Capital Management Inc. |
2025 Q4
|
1/15/2026 |
40
|
$220 M
|
| ENZI WEALTH |
2025 Q4
|
1/15/2026 |
71
|
$280 M
|
| Dominguez Wealth Management Solutions, Inc. |
2025 Q4
|
1/15/2026 |
67
|
$160 M
|
| Monument Group Wealth Advisors, LLC |
2025 Q4
|
1/15/2026 |
51
|
$180 M
|
| Great Waters Wealth Management |
2025 Q4
|
1/15/2026 |
117
|
$910 M
|
| Three Seasons Wealth, LLC |
2025 Q4
|
1/15/2026 |
199
|
$1.0 B
|
| ERn Financial, LLC |
2025 Q4
|
1/15/2026 |
146
|
$530 M
|
| Fortitude Family Office, LLC |
2025 Q4
|
1/15/2026 |
1,923
|
$430 M
|
| Community Financial Services Group, LLC |
2025 Q4
|
1/15/2026 |
167
|
$540 M
|
| Cherry Creek Investment Advisors, Inc. |
2025 Q4
|
1/15/2026 |
117
|
$230 M
|
| BTC Capital Management, Inc. |
2025 Q4
|
1/15/2026 |
523
|
$1.4 B
|
| Investment Partners Asset Management, Inc. |
2025 Q4
|
1/15/2026 |
159
|
$160 M
|
| ACT WEALTH MANAGEMENT, LLC |
2025 Q4
|
1/15/2026 |
61
|
$310 M
|
| Cobblestone Asset Management LLC |
2025 Q4
|
1/15/2026 |
70
|
$220 M
|
| Nikulski Financial, Inc. |
2025 Q4
|
1/15/2026 |
166
|
$420 M
|
| ADG Wealth Management Group, LLC |
2025 Q4
|
1/15/2026 |
41
|
$130 M
|
| Fulcrum Capital LLC |
2025 Q4
|
1/15/2026 |
99
|
$500 M
|
| Santori & Peters, Inc. |
2025 Q4
|
1/15/2026 |
71
|
$290 M
|
| MEYER HANDELMAN CO |
2025 Q4
|
1/15/2026 |
267
|
$3.2 B
|
| MOODY LYNN & LIEBERSON, LLC |
2025 Q4
|
1/15/2026 |
265
|
$1.9 B
|
| GFG Capital, LLC |
2025 Q4
|
1/15/2026 |
94
|
$280 M
|
| MFA Wealth Services |
2025 Q4
|
1/15/2026 |
117
|
$150 M
|
| Heirloom Wealth Management |
2025 Q4
|
1/15/2026 |
43
|
$430 M
|
| Fifth Third Wealth Advisors LLC |
2025 Q4
|
1/15/2026 |
789
|
$2.9 B
|
| Archford Capital Strategies, LLC |
2025 Q4
|
1/15/2026 |
334
|
$860 M
|
| Guided Capital Wealth Management, LLC |
2025 Q4
|
1/15/2026 |
36
|
$140 M
|
| SHRIER WEALTH MANAGEMENT, LLC |
2025 Q4
|
1/15/2026 |
126
|
$250 M
|
| Avant Financial Advisors LLC |
2025 Q4
|
1/15/2026 |
67
|
$140 M
|
| Brady Martz Wealth Solutions, LLC |
2025 Q4
|
1/15/2026 |
173
|
$570 M
|
| Xena Financial Planning, LLC |
2025 Q4
|
1/15/2026 |
35
|
$85 M
|
| DOCK STREET ASSET MANAGEMENT INC |
2025 Q4
|
1/15/2026 |
47
|
$1.1 B
|
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. |
2025 Q4
|
1/15/2026 |
210
|
$820 M
|
| AFFINITY WEALTH MANAGEMENT LLC |
2025 Q4
|
1/15/2026 |
107
|
$700 M
|