| Sachetta, LLC |
2026 Q2
|
7/15/2026 |
1,224
|
$210 M
|
| Chronos Wealth Management, LLC |
2026 Q2
|
7/15/2026 |
38
|
$230 M
|
| Cornell Pochily Investment Advisors, Inc. |
2026 Q2
|
7/15/2026 |
189
|
$370 M
|
| CATHY PARETO & ASSOCIATES, INC |
2026 Q2
|
7/15/2026 |
102
|
$170 M
|
| ATTICUS WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/15/2026 |
177
|
$420 M
|
| MOLLER WEALTH PARTNERS |
2026 Q2
|
7/15/2026 |
75
|
$550 M
|
| Andrew Hill Investment Advisors, Inc. |
2026 Q2
|
7/15/2026 |
57
|
$130 M
|
| Holos Integrated Wealth LLC |
2026 Q2
|
7/15/2026 |
378
|
$210 M
|
| Auto-Owners Insurance Co |
2026 Q2
|
7/15/2026 |
170
|
$4.4 B
|
| Beirne Wealth Consulting Services, LLC |
2026 Q2
|
7/15/2026 |
102
|
$500 M
|
| LaFleur & Godfrey LLC |
2026 Q2
|
7/15/2026 |
149
|
$840 M
|
| Drummond Knight Asset Management Pty Ltd |
2026 Q2
|
7/15/2026 |
16
|
$540 M
|
| Swedbank AB |
2026 Q2
|
7/15/2026 |
1,123
|
$120 B
|
| Comprehensive Financial Consultants Institutional, Inc. |
2026 Q2
|
7/15/2026 |
205
|
$380 M
|
| Trellis Wealth Advisors LLC |
2026 Q2
|
7/15/2026 |
49
|
$290 M
|
| Cordant, Inc. |
2026 Q2
|
7/14/2026 |
353
|
$280 M
|
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. |
2026 Q2
|
7/14/2026 |
158
|
$33 M
|
| Weitzel Financial Services, Inc. |
2026 Q2
|
7/14/2026 |
51
|
$290 M
|
| Wealth Advisors Northwest LLC |
2026 Q2
|
7/14/2026 |
65
|
$290 M
|
| Altium Investment Strategies LLC |
2026 Q2
|
7/14/2026 |
20
|
$69 M
|
| Accurate Wealth Management, LLC |
2026 Q2
|
7/14/2026 |
576
|
$1.0 B
|
| XY Planning Network, Inc. |
2026 Q2
|
7/14/2026 |
340
|
$800 M
|
| Robinswood Financial LLC |
2026 Q2
|
7/14/2026 |
435
|
$350 M
|
| Robinswood Financial LLC |
2024 Q1
|
7/14/2026 |
251
|
$230 M
|
| Robinswood Financial LLC |
2023 Q4
|
7/14/2026 |
249
|
$230 M
|
| Robinswood Financial LLC |
2023 Q3
|
7/14/2026 |
252
|
$210 M
|
| Davidson Kahn Capital Management, LLC |
2026 Q2
|
7/14/2026 |
72
|
$230 M
|
| Robinswood Financial LLC |
2024 Q2
|
7/14/2026 |
365
|
$250 M
|
| CPR Investments Inc. |
2026 Q2
|
7/14/2026 |
55
|
$130 M
|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
2026 Q2
|
7/14/2026 |
1,876
|
$6.9 B
|
| Welch Financial Planning, LLC |
2026 Q2
|
7/14/2026 |
71
|
$170 M
|
| Goelzer Investment Management, Inc. |
2026 Q2
|
7/14/2026 |
314
|
$2.3 B
|
| Raub Brock Capital Management LP |
2026 Q2
|
7/14/2026 |
45
|
$360 M
|
| Robinswood Financial LLC |
2024 Q3
|
7/14/2026 |
358
|
$270 M
|
| Kohmann Bosshard Financial Services, LLC |
2026 Q2
|
7/14/2026 |
229
|
$1.2 B
|
| BURNEY CO/ |
2026 Q2
|
7/14/2026 |
643
|
$3.7 B
|
| Robinswood Financial LLC |
2024 Q4
|
7/14/2026 |
350
|
$260 M
|
| Capelight Capital Asset Management LP |
2026 Q2
|
7/14/2026 |
38
|
$210 M
|
| Elser Financial Planning, Inc |
2026 Q2
|
7/14/2026 |
124
|
$2.3 B
|
| BCU Wealth Advisors, LLC |
2026 Q2
|
7/14/2026 |
63
|
$300 M
|
| Robinswood Financial LLC |
2025 Q1
|
7/14/2026 |
402
|
$270 M
|
| Enclave Advisors LLC |
2026 Q2
|
7/14/2026 |
133
|
$790 M
|
| American Financial Advisors, LLC |
2026 Q2
|
7/14/2026 |
169
|
$830 M
|
| Portside Wealth Group, LLC |
2026 Q2
|
7/14/2026 |
1,011
|
$860 M
|
| SOUTHERN CAPITAL ADVISORS, LLC |
2026 Q2
|
7/14/2026 |
84
|
$240 M
|
| McGrath & Associates, Inc. |
2026 Q2
|
7/14/2026 |
32
|
$77 M
|
| Kings Path Partners LLC |
2026 Q2
|
7/14/2026 |
353
|
$380 M
|
| Robinswood Financial LLC |
2025 Q2
|
7/14/2026 |
398
|
$280 M
|
| Systelligence, LLC |
2026 Q2
|
7/14/2026 |
62
|
$600 M
|
| Upper Left Wealth Management, LLC |
2026 Q2
|
7/14/2026 |
73
|
$180 M
|
| CDM FINANCIAL COUNSELING SERVICES, INC. |
2026 Q2
|
7/14/2026 |
77
|
$120 M
|
| WASHINGTON UNIVERSITY |
2026 Q2
|
7/14/2026 |
3
|
$260 M
|
| BAM Wealth Management, LLC |
2026 Q2
|
7/14/2026 |
273
|
$160 M
|
| Delta Wealth Advisors LLC |
2026 Q2
|
7/14/2026 |
46
|
$140 M
|
| Smith Thornton Advisors LLC |
2026 Q2
|
7/14/2026 |
140
|
$230 M
|
| YHB Investment Advisors, Inc. |
2026 Q2
|
7/14/2026 |
314
|
$1.6 B
|
| KELLY FINANCIAL GROUP LLC |
2026 Q2
|
7/14/2026 |
107
|
$450 M
|
| BCO Wealth Management LLC |
2026 Q2
|
7/14/2026 |
45
|
$180 M
|
| Mullaney, Keating & Wright, Inc. |
2026 Q2
|
7/14/2026 |
74
|
$210 M
|
| CUTLER INVESTMENT COUNSEL LLC |
2026 Q2
|
7/14/2026 |
157
|
$1.1 B
|
| Cache Advisors, LLC |
2026 Q2
|
7/14/2026 |
139
|
$1.2 B
|
| TRUST CO OF OKLAHOMA |
2026 Q2
|
7/14/2026 |
185
|
$390 M
|
| YARGER WEALTH STRATEGIES, LLC |
2026 Q2
|
7/14/2026 |
136
|
$280 M
|
| Family Legacy Financial Solutions, LLC |
2026 Q2
|
7/14/2026 |
65
|
$160 M
|
| Kings Path Partners LLC |
2026 Q1
|
7/14/2026 |
295
|
$290 M
|
| Sunbeam Capital Management, LLC |
2026 Q2
|
7/14/2026 |
124
|
$220 M
|
| Rolek Wealth Management LLC |
2026 Q2
|
7/14/2026 |
23
|
$180 M
|
| Peak Wealth Management LLC |
2026 Q2
|
7/14/2026 |
59
|
$140 M
|
| Presidio Capital Management, LLC |
2026 Q2
|
7/14/2026 |
86
|
$400 M
|
| Fisher Funds Management LTD |
2026 Q2
|
7/14/2026 |
174
|
$3.5 B
|
| Oxinas Partners, LLC |
2026 Q2
|
7/14/2026 |
149
|
$250 M
|
| Octavia Wealth Advisors, LLC |
2026 Q2
|
7/14/2026 |
231
|
$1.2 B
|
| HENDLEY & CO INC |
2026 Q2
|
7/14/2026 |
47
|
$280 M
|
| Robinswood Financial LLC |
2025 Q3
|
7/14/2026 |
387
|
$300 M
|
| Northstar Advisory Group, LLC |
2026 Q2
|
7/14/2026 |
119
|
$320 M
|
| NESTEGG ADVISORS, INC. |
2026 Q2
|
7/14/2026 |
53
|
$140 M
|
| Fenimore Asset Management Inc |
2026 Q2
|
7/14/2026 |
92
|
$4.8 B
|
| Mountain Capital Investment Advisors Inc. |
2026 Q2
|
7/14/2026 |
95
|
$700 M
|
| KIRR MARBACH & CO LLC /IN/ |
2026 Q2
|
7/14/2026 |
57
|
$590 M
|
| JACOBSON & SCHMITT ADVISORS, LLC |
2026 Q2
|
7/14/2026 |
81
|
$610 M
|
| IAM Advisory, LLC |
2026 Q2
|
7/14/2026 |
107
|
$510 M
|
| SEAVIEW INVESTMENT MANAGERS LLC |
2026 Q2
|
7/14/2026 |
257
|
$330 M
|
| Westhampton Capital, LLC |
2026 Q2
|
7/14/2026 |
131
|
$240 M
|
| Curbstone Financial Management Corp |
2026 Q2
|
7/14/2026 |
215
|
$590 M
|
| GREAT OAK CAPITAL PARTNERS, LLC |
2026 Q2
|
7/14/2026 |
45
|
$460 M
|
| BARLOW WEALTH PARTNERS, LLC |
2026 Q2
|
7/14/2026 |
149
|
$930 M
|
| Congress Park Capital LLC |
2026 Q2
|
7/14/2026 |
134
|
$370 M
|
| First Nebraska Trust Co |
2017 Q1
|
7/14/2026 |
127
|
$450 M
|
| BayBridge Capital Group, LLC |
2026 Q2
|
7/14/2026 |
96
|
$190 M
|
| Cardinal Point Capital Management ULC |
2026 Q2
|
7/14/2026 |
294
|
$1.8 B
|
| Plancorp, LLC |
2026 Q2
|
7/14/2026 |
425
|
$4.1 B
|
| Longview Financial Advisors LLC |
2026 Q2
|
7/14/2026 |
150
|
$200 M
|
| DLK Investment Management, LLC |
2026 Q2
|
7/14/2026 |
96
|
$240 M
|
| QRG CAPITAL MANAGEMENT, INC. |
2026 Q2
|
7/14/2026 |
1,213
|
$12 B
|
| Nepsis Inc. |
2026 Q2
|
7/14/2026 |
28
|
$290 M
|
| B. Riley Wealth Advisors, Inc. |
2026 Q2
|
7/14/2026 |
914
|
$1.9 B
|
| Credit Capital Investments LLC |
2026 Q2
|
7/14/2026 |
42
|
$170 M
|
| Successful Portfolios LLC |
2026 Q2
|
7/14/2026 |
199
|
$210 M
|
| Verisail Partners, LLC |
2026 Q2
|
7/14/2026 |
26
|
$270 M
|
| Allodium Investment Consultants, LLC |
2026 Q2
|
7/14/2026 |
57
|
$240 M
|