| Five Oceans Advisors |
2026 Q2
|
7/15/2026 |
204
|
$310 M
|
| Harbour Capital Advisors, LLC |
2026 Q2
|
7/15/2026 |
299
|
$550 M
|
| VVR Holdings LLC |
2026 Q2
|
7/15/2026 |
38
|
$230 M
|
| AMARILLO NATIONAL BANK |
2026 Q2
|
7/15/2026 |
156
|
$620 M
|
| Prospera Financial Services Inc |
2026 Q2
|
7/15/2026 |
1,468
|
$6.9 B
|
| First PREMIER Bank |
2026 Q2
|
7/15/2026 |
561
|
$620 M
|
| Clear Retirement Advice LLC |
2026 Q2
|
7/15/2026 |
54
|
$150 M
|
| BAR HARBOR WEALTH MANAGEMENT |
2026 Q2
|
7/15/2026 |
268
|
$1.9 B
|
| Reliant Investment Management, LLC |
2026 Q2
|
7/15/2026 |
55
|
$280 M
|
| WEBSTERROGERS FINANCIAL ADVISORS, LLC |
2026 Q2
|
7/15/2026 |
103
|
$390 M
|
| HIGHLINE WEALTH PARTNERS LLC |
2026 Q2
|
7/15/2026 |
1,411
|
$490 M
|
| MILLINGTON SECURITIES, LLC |
2026 Q1
|
7/15/2026 |
404
|
$360 M
|
| Acropolis Investment Management, LLC |
2026 Q2
|
7/15/2026 |
382
|
$2.3 B
|
| MONTGOMERY INVESTMENT MANAGEMENT INC |
2026 Q2
|
7/15/2026 |
108
|
$330 M
|
| One Charles Private Wealth Services, LLC |
2026 Q2
|
7/15/2026 |
177
|
$430 M
|
| Vert Asset Management LLC |
2026 Q2
|
7/15/2026 |
44
|
$370 M
|
| Perpetual Ltd |
2026 Q2
|
7/15/2026 |
742
|
$7.0 B
|
| Bricktown Capital, LLC |
2026 Q2
|
7/15/2026 |
28
|
$550 M
|
| TRAN CAPITAL MANAGEMENT, L.P. |
2026 Q2
|
7/15/2026 |
66
|
$870 M
|
| Processus Wealth & Capital Management, LLC |
2026 Q2 - RESTATEMENT
|
7/15/2026 |
35
|
$170 M
|
| Midwest Financial Partners Investments, Inc. |
2026 Q2
|
7/15/2026 |
80
|
$240 M
|
| Shaker Financial Services, LLC |
2026 Q2
|
7/15/2026 |
148
|
$320 M
|
| MBL Wealth, LLC |
2026 Q2
|
7/15/2026 |
434
|
$1.5 B
|
| Cassilly Financial Group LLC |
2026 Q2 - RESTATEMENT
|
7/15/2026 |
75
|
$140 M
|
| Aurdan Capital Management, LLC |
2026 Q2
|
7/15/2026 |
99
|
$390 M
|
| Blake Schutter Theil Wealth Advisors, LLC |
2026 Q2
|
7/15/2026 |
110
|
$150 M
|
| Aspire Private Capital, LLC |
2026 Q2
|
7/15/2026 |
291
|
$480 M
|
| Wealthspring Capital LLC |
2026 Q2
|
7/15/2026 |
208
|
$450 M
|
| Winthrop Partners - WNY, LLC |
2026 Q2
|
7/15/2026 |
87
|
$200 M
|
| Greater Midwest Financial Group, LLC |
2026 Q2
|
7/15/2026 |
65
|
$200 M
|
| J.E. Simmons & Co., P.C. |
2026 Q2
|
7/15/2026 |
72
|
$180 M
|
| Applied Capital LLC/FL |
2026 Q2
|
7/15/2026 |
95
|
$250 M
|
| Geremia Financial Services, LLC |
2026 Q2
|
7/15/2026 |
9
|
$94 M
|
| Carrhae Capital LLP |
2026 Q2
|
7/15/2026 |
29
|
$3.6 B
|
| BOYUM WEALTH ARCHITECTS LLC |
2026 Q2
|
7/15/2026 |
72
|
$250 M
|
| Security Financial Services, INC. |
2026 Q2
|
7/15/2026 |
203
|
$720 M
|
| Summit Financial Wealth Advisors, LLC |
2026 Q2
|
7/15/2026 |
225
|
$780 M
|
| NorthCrest Asset Manangement, LLC |
2026 Q2
|
7/15/2026 |
932
|
$3.9 B
|
| Legal Advantage Investments, Inc. |
2026 Q2
|
7/15/2026 |
77
|
$290 M
|
| Lindsell Train Ltd |
2026 Q2
|
7/15/2026 |
28
|
$2.6 B
|
| Aventura Private Wealth, LLC |
2026 Q2
|
7/15/2026 |
986
|
$330 M
|
| SHAKER INVESTMENTS LLC/OH |
2026 Q2
|
7/15/2026 |
87
|
$280 M
|
| Portman Square Capital LLP |
2026 Q2
|
7/15/2026 |
94
|
$2.1 B
|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
2026 Q2
|
7/15/2026 |
4,384
|
$60 B
|
| Covenant Partners, LLC |
2026 Q2
|
7/15/2026 |
1
|
$0
|
| Quantum Financial Planning Services, Inc. |
2026 Q2
|
7/15/2026 |
58
|
$320 M
|
| Walker Financial Services, Inc. |
2026 Q2
|
7/15/2026 |
45
|
$320 M
|
| Independence Asset Advisors, LLC |
2026 Q2
|
7/15/2026 |
25
|
$380 M
|
| Innova Wealth Partners |
2026 Q2
|
7/15/2026 |
183
|
$240 M
|
| CFG Wealth Management Services, Inc. |
2026 Q2
|
7/15/2026 |
80
|
$110 M
|
| Frankly Finances, LLC |
2026 Q2 - RESTATEMENT
|
7/15/2026 |
90
|
$130 M
|
| TECTONIC ADVISORS LLC |
2026 Q2
|
7/15/2026 |
356
|
$2.1 B
|
| Mainstream Capital Management LLC |
2026 Q2
|
7/15/2026 |
90
|
$170 M
|
| CLARK FINANCIAL SERVICES GROUP INC /BD |
2026 Q2
|
7/15/2026 |
158
|
$210 M
|
| Prentice Wealth Management LLC |
2026 Q2
|
7/15/2026 |
126
|
$480 M
|
| REDSTONE WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/15/2026 |
31
|
$150 M
|
| Cutter & CO Brokerage, Inc. |
2026 Q2
|
7/15/2026 |
1
|
$0
|
| Approach Retirement Advisors, LLC |
2026 Q2
|
7/15/2026 |
82
|
$140 M
|
| Cassilly Financial Group LLC |
2026 Q2
|
7/15/2026 |
75
|
$140 M
|
| PENN DAVIS MCFARLAND INC |
2026 Q2
|
7/15/2026 |
79
|
$1.1 B
|
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. |
2026 Q2
|
7/15/2026 |
240
|
$1.7 B
|
| Essential Investment Partners LLC |
2026 Q2
|
7/15/2026 |
312
|
$120 M
|
| Brookstone Capital Management |
2026 Q2
|
7/15/2026 |
1,308
|
$10 B
|
| Essential Investment Partners LLC |
2026 Q1
|
7/15/2026 |
301
|
$110 M
|
| Churchill Financial Advisors, LLC |
2026 Q2
|
7/15/2026 |
125
|
$520 M
|
| MILESTONE ASSET MANAGEMENT, LLC |
2026 Q2
|
7/15/2026 |
330
|
$640 M
|
| FIRETHORN WEALTH PARTNERS, LLC |
2026 Q2
|
7/15/2026 |
201
|
$310 M
|
| GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ |
2026 Q2
|
7/15/2026 |
100
|
$63 M
|
| Unique Wealth Strategies, LLC |
2026 Q2
|
7/15/2026 |
223
|
$280 M
|
| Spire Wealth Management |
2026 Q2
|
7/15/2026 |
2,393
|
$3.3 B
|
| BSW Wealth Partners |
2026 Q2
|
7/15/2026 |
331
|
$900 M
|
| Essential Investment Partners LLC |
2025 Q4
|
7/15/2026 |
284
|
$110 M
|
| Unique Wealth Strategies, LLC |
2026 Q1
|
7/15/2026 |
215
|
$250 M
|
| Pinnacle Wealth Management Group, Inc. |
2026 Q2
|
7/15/2026 |
128
|
$210 M
|
| ARGENT CAPITAL MANAGEMENT LLC |
2026 Q2
|
7/15/2026 |
168
|
$3.2 B
|
| Commonwealth Financial Services, LLC |
2026 Q2
|
7/15/2026 |
317
|
$740 M
|
| Polunin Capital Partners Ltd |
2026 Q2
|
7/15/2026 |
19
|
$410 k
|
| Barnes Dennig Private Wealth Management LLC |
2026 Q2
|
7/15/2026 |
365
|
$130 M
|
| LexAurum Advisors, LLC |
2026 Q2
|
7/15/2026 |
423
|
$870 M
|
| LVW Advisors, LLC |
2026 Q2
|
7/15/2026 |
462
|
$1.2 B
|
| Fjell Capital, LLC |
2026 Q2
|
7/15/2026 |
66
|
$150 M
|
| Cabot-Wellington, LLC |
2026 Q2
|
7/15/2026 |
5
|
$380 M
|
| Mainsail Financial Group, LLC |
2026 Q2
|
7/15/2026 |
72
|
$290 M
|
| First Citizens Asset Management, Inc. |
2022 Q3
|
7/15/2026 |
26
|
$160 M
|
| Altrafin AG |
2026 Q2
|
7/15/2026 |
44
|
$260 M
|
| First Financial Group Corp |
2026 Q2
|
7/15/2026 |
81
|
$140 M
|
| BURNS J W & CO INC/NY |
2026 Q2
|
7/15/2026 |
189
|
$960 M
|
| RFG Advisory, LLC |
2026 Q2
|
7/15/2026 |
1,126
|
$6.4 B
|
| Saxony Capital Management, LLC |
2026 Q2
|
7/15/2026 |
186
|
$220 M
|
| Wealth Enhancement Trust Services, Inc. |
2026 Q2
|
7/15/2026 |
1,052
|
$790 M
|
| FIRST AMERICAN BANK |
2026 Q2
|
7/15/2026 |
300
|
$1.8 B
|
| Granite FO LLC |
2026 Q2
|
7/15/2026 |
579
|
$190 M
|
| OLD NATIONAL BANCORP /IN/ |
2026 Q2
|
7/15/2026 |
990
|
$5.0 B
|
| Level Financial Advisors |
2026 Q2
|
7/15/2026 |
95
|
$450 M
|
| COUNTRY TRUST BANK |
2026 Q2
|
7/15/2026 |
742
|
$5.7 B
|
| Keystone Financial Planning, Inc. |
2026 Q2
|
7/15/2026 |
39
|
$390 M
|
| Register Financial Advisors LLC |
2026 Q2
|
7/15/2026 |
426
|
$330 M
|
| A. D. Beadell Investment Counsel, Inc. |
2026 Q2
|
7/15/2026 |
104
|
$160 M
|
| HOME FEDERAL BANK OF TENNESSEE |
2026 Q2
|
7/15/2026 |
176
|
$460 M
|
| Kepler Cheuvreux (Suisse) SA |
2026 Q2
|
7/15/2026 |
216
|
$1.7 B
|