| Dedeker Financial LLC |
2026 Q1
|
4/15/2026 |
50
|
$110 M
|
| Park Capital Management, LLC / WI |
2026 Q1
|
4/15/2026 |
75
|
$100 M
|
| Steadtrust LLC |
2026 Q1
|
4/15/2026 |
123
|
$180 M
|
| QVR LLC |
2026 Q1
|
4/15/2026 |
155
|
$2.5 B
|
| Arch Global Advisors, LLC |
2026 Q1
|
4/15/2026 |
53
|
$190 M
|
| QSM Asset Management Ltd |
2026 Q1
|
4/15/2026 |
25
|
$200 M
|
| SL ADVISORS, LLC |
2024 Q4 - RESTATEMENT
|
4/15/2026 |
35
|
$60 M
|
| Wealthcare Capital Partners, LLC |
2026 Q1
|
4/15/2026 |
153
|
$210 M
|
| SILVERLAKE WEALTH MANAGEMENT LLC |
2026 Q1
|
4/15/2026 |
377
|
$480 M
|
| SL ADVISORS, LLC |
2024 Q3 - RESTATEMENT
|
4/15/2026 |
47
|
$56 M
|
| SeaCrest Wealth Management, LLC |
2026 Q1
|
4/15/2026 |
635
|
$940 M
|
| Compagnie Lombard Odier SCmA |
2026 Q1
|
4/15/2026 |
643
|
$8.1 B
|
| SL ADVISORS, LLC |
2024 Q2 - RESTATEMENT
|
4/15/2026 |
32
|
$51 M
|
| WEALTHCARE CAPITAL MANAGEMENT LLC |
2026 Q1
|
4/15/2026 |
94
|
$1.0 B
|
| CACTI ASSET MANAGEMENT LLC |
2026 Q1
|
4/15/2026 |
78
|
$1.6 B
|
| SL ADVISORS, LLC |
2024 Q1 - RESTATEMENT
|
4/15/2026 |
39
|
$51 M
|
| SL ADVISORS, LLC |
2023 Q4 - RESTATEMENT
|
4/15/2026 |
41
|
$46 M
|
| SL ADVISORS, LLC |
2023 Q3 - RESTATEMENT
|
4/15/2026 |
43
|
$74 M
|
| Sivik Global Healthcare LLC |
2026 Q1
|
4/15/2026 |
34
|
$130 M
|
| SL ADVISORS, LLC |
2023 Q2 - RESTATEMENT
|
4/15/2026 |
46
|
$44 M
|
| SL ADVISORS, LLC |
2023 Q1 - RESTATEMENT
|
4/15/2026 |
50
|
$47 M
|
| SL ADVISORS, LLC |
2022 Q4 - RESTATEMENT
|
4/15/2026 |
51
|
$45 M
|
| GF FUND MANAGEMENT CO. LTD. |
2026 Q1
|
4/15/2026 |
624
|
$6.0 B
|
| BLUE SQUARE ASSET MANAGEMENT, LLC |
2026 Q1
|
4/15/2026 |
70
|
$210 M
|
| PLANNING DIRECTIONS INC |
2026 Q1
|
4/15/2026 |
106
|
$200 M
|
| Weil Company, Inc. |
2026 Q1
|
4/15/2026 |
115
|
$450 M
|
| RS CRUM INC. |
2026 Q1
|
4/15/2026 |
102
|
$520 M
|
| Bayforest Capital Ltd |
2026 Q1
|
4/15/2026 |
879
|
$89 M
|
| DEFINE FINANCIAL, LLC |
2026 Q1
|
4/14/2026 |
41
|
$180 M
|
| MOTIVE WEALTH ADVISORS |
2026 Q1
|
4/14/2026 |
92
|
$210 M
|
| Ocean Park Asset Management, LLC |
2026 Q1
|
4/14/2026 |
105
|
$290 M
|
| Hingham Institution for Savings |
2026 Q1
|
4/14/2026 |
15
|
$110 M
|
| Koesten, Hirschmann & Crabtree, INC. |
2026 Q1
|
4/14/2026 |
41
|
$210 M
|
| Avondale Wealth Management |
2026 Q1
|
4/14/2026 |
71
|
$200 M
|
| EXCHANGE TRADED CONCEPTS, LLC |
2026 Q1
|
4/14/2026 |
2,701
|
$14 B
|
| R.H. Dinel Investment Counsel, Inc. |
2026 Q1
|
4/14/2026 |
40
|
$120 M
|
| JUNCTURE WEALTH STRATEGIES, LLC |
2026 Q1
|
4/14/2026 |
133
|
$300 M
|
| Tradewinds Capital Management, LLC |
2026 Q1
|
4/14/2026 |
719
|
$500 M
|
| Capitol Family Office, Inc. |
2026 Q1
|
4/14/2026 |
48
|
$85 M
|
| Heirloom Wealth Management |
2026 Q1
|
4/14/2026 |
87
|
$560 M
|
| HighRoad Wealth Advisors, LLC |
2026 Q1
|
4/14/2026 |
37
|
$100 M
|
| CAPITAL INSIGHT PARTNERS, LLC |
2026 Q1
|
4/14/2026 |
1
|
$0
|
| SEVEN MILE ADVISORY |
2026 Q1
|
4/14/2026 |
182
|
$140 M
|
| UDINE WEALTH MANAGEMENT, INC. |
2026 Q1
|
4/14/2026 |
35
|
$200 M
|
| Hudson Value Partners, LLC |
2026 Q1
|
4/14/2026 |
101
|
$340 M
|
| Well Done, LLC |
2026 Q1
|
4/14/2026 |
197
|
$680 M
|
| Wealthcare Advisory Partners LLC |
2026 Q1
|
4/14/2026 |
1,073
|
$5.1 B
|
| SHRIER WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/14/2026 |
131
|
$270 M
|
| Portfolio Resources Advisor Group, Inc. |
2026 Q1
|
4/14/2026 |
148
|
$100 M
|
| Austin Wealth Management, LLC |
2026 Q1
|
4/14/2026 |
118
|
$440 M
|
| BEACON INVESTMENT ADVISORY SERVICES, INC. |
2026 Q1
|
4/14/2026 |
787
|
$2.4 B
|
| West Branch Capital LLC |
2026 Q1
|
4/14/2026 |
378
|
$370 M
|
| Covenant Asset Management, LLC |
2026 Q1
|
4/14/2026 |
165
|
$660 M
|
| Centerline Wealth Advisors, LLC |
2026 Q1
|
4/14/2026 |
73
|
$280 M
|
| Westend Capital Management, LLC |
2026 Q1
|
4/14/2026 |
254
|
$330 M
|
| Spectrum Investment Advisors, Inc. |
2026 Q1
|
4/14/2026 |
46
|
$200 M
|
| Murphy Pohlad Asset Management LLC |
2026 Q1
|
4/14/2026 |
134
|
$280 M
|
| PRECEDENT WEALTH PARTNERS, LLC |
2026 Q1
|
4/14/2026 |
166
|
$500 M
|
| New Capital Management LP |
2026 Q1
|
4/14/2026 |
59
|
$410 M
|
| Kozak & Associates, Inc. |
2026 Q1
|
4/14/2026 |
452
|
$510 M
|
| Wealth Group, Ltd. |
2026 Q1
|
4/14/2026 |
88
|
$110 M
|
| M. Kraus & Co |
2026 Q1
|
4/14/2026 |
81
|
$340 M
|
| Congress Park Capital LLC |
2026 Q1
|
4/14/2026 |
131
|
$330 M
|
| Joule Financial, LLC |
2026 Q1
|
4/14/2026 |
114
|
$340 M
|
| Davidson Capital Management Inc. |
2026 Q1
|
4/14/2026 |
93
|
$550 M
|
| BALDWIN WEALTH PARTNERS LLC/MA |
2026 Q1
|
4/14/2026 |
271
|
$1.4 B
|
| HMV Wealth Advisors, LLC |
2026 Q1
|
4/14/2026 |
81
|
$210 M
|
| BSW Wealth Partners |
2026 Q1
|
4/14/2026 |
312
|
$820 M
|
| USA FINANCIAL FORMULAS |
2026 Q1
|
4/14/2026 |
437
|
$530 M
|
| Twelve Points Wealth Management LLC |
2026 Q1
|
4/14/2026 |
200
|
$450 M
|
| Prospera Financial Services Inc |
2026 Q1
|
4/14/2026 |
1,417
|
$6.2 B
|
| Opal Wealth Advisors, LLC |
2026 Q1
|
4/14/2026 |
606
|
$440 M
|
| Snow Phipps Group, LLC |
2026 Q1
|
4/14/2026 |
2
|
$320 M
|
| HOWLAND CAPITAL MANAGEMENT LLC |
2026 Q1
|
4/14/2026 |
262
|
$2.5 B
|
| Meadowbrook Wealth Management, LLC |
2026 Q1
|
4/14/2026 |
65
|
$75 M
|
| STERLING INVESTMENT ADVISORS LLC /ADV |
2026 Q1
|
4/14/2026 |
40
|
$210 M
|
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. |
2026 Q1
|
4/14/2026 |
18,176
|
$240 M
|
| CONGRESS ASSET MANAGEMENT CO |
2026 Q1
|
4/14/2026 |
417
|
$14 B
|
| SEARCY FINANCIAL SERVICES INC /ADV |
2026 Q1
|
4/14/2026 |
27
|
$270 M
|
| SNS Financial Group, LLC |
2026 Q1
|
4/14/2026 |
344
|
$1.2 B
|
| Sanchez Gaunt Capital Management, LLC |
2026 Q1
|
4/14/2026 |
184
|
$160 M
|
| Flower City Capital |
2026 Q1
|
4/14/2026 |
46
|
$200 M
|
| Hamlin Capital Management, LLC |
2026 Q1
|
4/14/2026 |
30
|
$4.1 B
|
| Westwind Capital |
2026 Q1
|
4/14/2026 |
77
|
$420 M
|
| VESTIA PERSONAL WEALTH ADVISORS |
2026 Q1
|
4/14/2026 |
99
|
$210 M
|
| Moisand Fitzgerald Tamayo, LLC |
2026 Q1
|
4/14/2026 |
518
|
$930 M
|
| JEPPSON WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/14/2026 |
235
|
$320 M
|
| Madrona Financial Services, LLC |
2026 Q1
|
4/14/2026 |
123
|
$460 M
|
| Cornerstone National Bank & Trust Co |
2026 Q1
|
4/14/2026 |
269
|
$270 M
|
| Quantum Financial Planning Services, Inc. |
2026 Q1
|
4/14/2026 |
53
|
$280 M
|
| Bay Harbor Wealth Management, LLC |
2026 Q1
|
4/14/2026 |
1,301
|
$390 M
|
| INVENIO WEALTH PARTNERS LLC |
2026 Q1
|
4/14/2026 |
89
|
$250 M
|
| ELEVATION WEALTH PARTNERS, LLC |
2026 Q1
|
4/14/2026 |
1,076
|
$280 M
|
| LifePlan Financial, LLC |
2026 Q1
|
4/14/2026 |
83
|
$140 M
|
| Peak Wealth Management LLC |
2026 Q1
|
4/14/2026 |
54
|
$120 M
|
| RD Lewis Holdings, Inc. |
2026 Q1
|
4/14/2026 |
86
|
$120 M
|
| ACT WEALTH MANAGEMENT, LLC |
2026 Q1
|
4/14/2026 |
62
|
$300 M
|
| American State Bank (Iowa) |
2026 Q1
|
4/14/2026 |
136
|
$210 M
|
| American State Bank (Iowa) |
2025 Q4
|
4/14/2026 |
136
|
$210 M
|
| American State Bank (Iowa) |
2025 Q3
|
4/14/2026 |
132
|
$200 M
|