| Newman Dignan & Sheerar, Inc. |
2026 Q1
|
4/13/2026 |
192
|
$480 M
|
| John W. Brooker & Co., CPAs |
2026 Q1
|
4/13/2026 |
66
|
$63 M
|
| ARKANSAS FINANCIAL GROUP, INC. |
2026 Q1
|
4/13/2026 |
94
|
$720 M
|
| ADVOCATE GROUP LLC |
2026 Q1
|
4/13/2026 |
126
|
$640 M
|
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC |
2026 Q1
|
4/13/2026 |
106
|
$630 M
|
| Invariant Investment Management |
2026 Q1
|
4/13/2026 |
70
|
$160 M
|
| Midway Capital Research & Management |
2026 Q1
|
4/13/2026 |
117
|
$110 M
|
| Neumann Capital Management, LLC |
2026 Q1
|
4/13/2026 |
102
|
$340 M
|
| CJM Wealth Advisers, Ltd. |
2026 Q1
|
4/13/2026 |
72
|
$330 M
|
| MKD WEALTH COACHES, LLC |
2026 Q1
|
4/13/2026 |
28
|
$100 M
|
| Nvest Wealth Strategies, Inc. |
2026 Q1
|
4/13/2026 |
438
|
$140 M
|
| Lauer Wealth, LLC |
2026 Q1
|
4/13/2026 |
67
|
$130 M
|
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC |
2026 Q1
|
4/13/2026 |
32
|
$150 M
|
| Defender Capital, LLC. |
2026 Q1
|
4/13/2026 |
34
|
$280 M
|
| Robinhood Asset Management, LLC |
2026 Q1
|
4/13/2026 |
81
|
$1.4 B
|
| FIDUCIARY FINANCIAL GROUP, LLC |
2026 Q1
|
4/13/2026 |
345
|
$750 M
|
| Ayrshire Capital Management LLC |
2026 Q1
|
4/13/2026 |
50
|
$190 M
|
| Enclave Advisors LLC |
2026 Q1
|
4/13/2026 |
132
|
$730 M
|
| Mader & Shannon Wealth Management, Inc. |
2026 Q1
|
4/13/2026 |
20
|
$220 M
|
| Shira Ridge Wealth Management |
2026 Q1
|
4/13/2026 |
79
|
$250 M
|
| Kelly Financial Services LLC |
2026 Q1
|
4/13/2026 |
128
|
$410 M
|
| Professional Financial Advisors, LLC |
2026 Q1
|
4/13/2026 |
137
|
$490 M
|
| KMG FIDUCIARY PARTNERS, LLC |
2026 Q1
|
4/13/2026 |
261
|
$1.4 B
|
| Leibman Financial Services, Inc. |
2026 Q1
|
4/13/2026 |
49
|
$140 M
|
| Sherman Wealth Management LLC |
2026 Q1
|
4/13/2026 |
80
|
$120 M
|
| Farrell Financial LLC |
2026 Q1
|
4/13/2026 |
76
|
$170 M
|
| Waycross Investment Management Co |
2026 Q1
|
4/13/2026 |
44
|
$100 M
|
| MITCHELL SINKLER & STARR/PA |
2026 Q1
|
4/13/2026 |
143
|
$220 M
|
| Artemis Investment Management LLP |
2026 Q1
|
4/13/2026 |
203
|
$9.4 B
|
| ST GERMAIN D J CO INC |
2026 Q1
|
4/13/2026 |
901
|
$2.5 B
|
| Stolper Co |
2026 Q1
|
4/13/2026 |
96
|
$350 M
|
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA |
2026 Q1
|
4/13/2026 |
653
|
$10 B
|
| Uptown Financial Advisors LLC |
2026 Q1
|
4/13/2026 |
76
|
$130 M
|
| TOTAL INVESTMENT MANAGEMENT INC |
2026 Q1
|
4/13/2026 |
89
|
$860 M
|
| Bank of New Hampshire |
2026 Q1
|
4/13/2026 |
542
|
$440 M
|
| Global X Japan Co., Ltd. |
2026 Q1
|
4/13/2026 |
378
|
$1.9 B
|
| True Wealth Design, LLC |
2026 Q1
|
4/13/2026 |
2,699
|
$360 M
|
| Bay Rivers Group |
2026 Q1
|
4/13/2026 |
109
|
$240 M
|
| Lee Financial Co |
2026 Q1
|
4/13/2026 |
211
|
$710 M
|
| Cogent Private Wealth, Inc. |
2026 Q1
|
4/13/2026 |
98
|
$140 M
|
| Plan Group Financial, LLC |
2026 Q1
|
4/13/2026 |
232
|
$430 M
|
| Richard P Slaughter Associates Inc |
2026 Q1
|
4/13/2026 |
99
|
$460 M
|
| CATALYST PRIVATE WEALTH, LLC |
2026 Q1
|
4/13/2026 |
76
|
$180 M
|
| BOURGEON CAPITAL MANAGEMENT LLC |
2026 Q1
|
4/13/2026 |
108
|
$580 M
|
| Woodside Wealth Management LLC |
2026 Q1
|
4/13/2026 |
44
|
$130 M
|
| GoalVest Advisory LLC |
2026 Q1
|
4/13/2026 |
445
|
$510 M
|
| Benson Investment Management Company, Inc. |
2026 Q1
|
4/13/2026 |
7
|
$11 M
|
| Winthrop Advisory Group LLC |
2026 Q1
|
4/13/2026 |
283
|
$1.2 B
|
| CGN Advisors LLC |
2026 Q1
|
4/13/2026 |
317
|
$1.3 B
|
| SJBENEN ADVISORY, LLC |
2026 Q1
|
4/13/2026 |
27
|
$120 M
|
| Fractal Investments LLC |
2026 Q1
|
4/13/2026 |
81
|
$850 M
|
| Successful Portfolios LLC |
2026 Q1
|
4/13/2026 |
188
|
$180 M
|
| Sarasin & Partners LLP |
2026 Q1
|
4/13/2026 |
88
|
$8.2 B
|
| RESTON WEALTH MANAGEMENT LLC |
2026 Q1
|
4/13/2026 |
62
|
$330 M
|
| AdviceOne Advisory Services, LLC |
2026 Q1
|
4/13/2026 |
41
|
$170 M
|
| ONE Advisory Partners, LLC |
2026 Q1
|
4/13/2026 |
72
|
$320 M
|
| Breachway Investments LLC |
2026 Q1
|
4/13/2026 |
96
|
$100 M
|
| Affinity Capital Advisors, LLC |
2026 Q1
|
4/13/2026 |
181
|
$710 M
|
| Chesley Taft & Associates LLC |
2026 Q1
|
4/13/2026 |
621
|
$2.4 B
|
| Sunburst Financial Group, LLC |
2026 Q1 - RESTATEMENT
|
4/13/2026 |
132
|
$540 M
|
| LexAurum Advisors, LLC |
2026 Q1
|
4/13/2026 |
400
|
$770 M
|
| ARWA LLC |
2026 Q1
|
4/13/2026 |
149
|
$200 M
|
| CMH Wealth Management LLC |
2026 Q1
|
4/13/2026 |
113
|
$580 M
|
| Physician Wealth Solutions Inc. |
2026 Q1
|
4/13/2026 |
45
|
$240 M
|
| Bouchey Financial Group Ltd |
2026 Q1
|
4/13/2026 |
173
|
$1.4 B
|
| GLP Holdings LLLP |
2026 Q1
|
4/13/2026 |
4
|
$98 M
|
| Opaleye Management Inc. |
2025 Q4 - RESTATEMENT
|
4/13/2026 |
54
|
$760 M
|
| Hudson Capital Management LLC |
2026 Q1
|
4/13/2026 |
75
|
$390 M
|
| AUGUSTINE ASSET MANAGEMENT INC |
2026 Q1
|
4/13/2026 |
112
|
$440 M
|
| PKO BP BANKOWY Universal Pension Society JSC |
2026 Q1
|
4/13/2026 |
13
|
$210 M
|
| Czech National Bank |
2026 Q1
|
4/13/2026 |
503
|
$15 B
|
| Ayalon Insurance Comp Ltd. |
2026 Q1
|
4/13/2026 |
61
|
$490 M
|
| E Fund Management Co., Ltd. |
2026 Q1
|
4/13/2026 |
489
|
$3.4 B
|
| Stephens Group, LLC |
2026 Q1
|
4/13/2026 |
4
|
$170 M
|
| Finivi Inc. |
2026 Q1
|
4/10/2026 |
103
|
$180 M
|
| CARDEROCK CAPITAL MANAGEMENT INC |
2026 Q1
|
4/10/2026 |
73
|
$400 M
|
| WLTH Capital Management, LLC |
2026 Q1 - RESTATEMENT
|
4/10/2026 |
26
|
$130 M
|
| Ebert Capital Management Inc. |
2026 Q1
|
4/10/2026 |
26
|
$98 M
|
| Boyer Financial Services, Inc. |
2026 Q1
|
4/10/2026 |
44
|
$94 M
|
| WINEBRENNER CAPITAL MANAGEMENT LLC |
2026 Q1
|
4/10/2026 |
139
|
$160 M
|
| Titiun Yejiel |
2025 Q4
|
4/10/2026 |
58
|
$83 M
|
| TCP Asset Management, LLC |
2026 Q1
|
4/10/2026 |
133
|
$780 M
|
| Lifestyle Asset Management, Inc. |
2026 Q1
|
4/10/2026 |
134
|
$310 M
|
| Green Ridge Wealth Planning LLC |
2026 Q1
|
4/10/2026 |
86
|
$190 M
|
| Briaud Financial Planning Inc |
2026 Q1
|
4/10/2026 |
38
|
$380 M
|
| AFFINITY WEALTH MANAGEMENT LLC |
2026 Q1
|
4/10/2026 |
103
|
$660 M
|
| Auto-Owners Insurance Co |
2026 Q1
|
4/10/2026 |
188
|
$4.8 B
|
| Sage Investment Advisers LLC |
2026 Q1
|
4/10/2026 |
89
|
$140 M
|
| COREPATH WEALTH PARTNERS LLC |
2026 Q1
|
4/10/2026 |
41
|
$150 M
|
| BostonPremier Wealth LLC |
2026 Q1
|
4/10/2026 |
70
|
$190 M
|
| Magnus Financial Group LLC |
2026 Q1
|
4/10/2026 |
373
|
$1.2 B
|
| GREAT OAK CAPITAL PARTNERS, LLC |
2026 Q1
|
4/10/2026 |
47
|
$430 M
|
| Impact Capital Partners LLC |
2026 Q1
|
4/10/2026 |
276
|
$330 M
|
| IAM Advisory, LLC |
2026 Q1
|
4/10/2026 |
95
|
$450 M
|
| TOUNJIAN ADVISORY PARTNERS, LLC |
2026 Q1
|
4/10/2026 |
150
|
$280 M
|
| MELFA WEALTH MANAGEMENT, INC. |
2026 Q1
|
4/10/2026 |
195
|
$170 M
|
| Intellectus Partners, LLC |
2026 Q1
|
4/10/2026 |
290
|
$490 M
|
| JACOBSON & SCHMITT ADVISORS, LLC |
2026 Q1
|
4/10/2026 |
78
|
$550 M
|
| Naviter Wealth, LLC |
2026 Q1
|
4/10/2026 |
271
|
$800 M
|
| Octavia Wealth Advisors, LLC |
2026 Q1
|
4/10/2026 |
238
|
$1.0 B
|