| Wall Street Financial Group, Inc. |
2026 Q2
|
7/13/2026 |
120
|
$190 M
|
| Cambridge Financial Group, LLC |
2026 Q2
|
7/14/2026 |
155
|
$320 M
|
| Signature Resources Capital Management, LLC |
2026 Q2
|
7/13/2026 |
703
|
$250 M
|
| Adams Asset Advisors, LLC |
2026 Q2
|
7/13/2026 |
88
|
$880 M
|
| Clark & Stuart, Inc |
2026 Q2
|
7/13/2026 |
57
|
$160 M
|
| Cadent Capital Advisors, LLC |
2026 Q2
|
7/13/2026 |
214
|
$490 M
|
| DEFINE FINANCIAL, LLC |
2026 Q2
|
7/13/2026 |
47
|
$220 M
|
| Net Worth Advisory Group |
2026 Q2
|
7/13/2026 |
411
|
$400 M
|
| Clearview Wealth Management LLC |
2026 Q2
|
7/13/2026 |
62
|
$160 M
|
| Midway Capital Research & Management |
2026 Q2
|
7/13/2026 |
114
|
$130 M
|
| Jeter Robert S II |
2026 Q2
|
7/13/2026 |
47
|
$100 M
|
| Markin Asset Management, LP |
2026 Q2
|
7/13/2026 |
47
|
$120 M
|
| CHICKASAW CAPITAL MANAGEMENT LLC |
2026 Q2
|
7/13/2026 |
97
|
$2.8 B
|
| New Covenant Trust Company, N.A. |
2026 Q2
|
7/13/2026 |
107
|
$130 M
|
| Kings Path Partners LLC |
2025 Q4
|
7/13/2026 |
295
|
$290 M
|
| Robinswood Financial LLC |
2023 Q2
|
7/13/2026 |
231
|
$220 M
|
| Cromwell Holdings LLC |
2026 Q2
|
7/13/2026 |
1,589
|
$220 M
|
| MOGY JOEL R INVESTMENT COUNSEL INC |
2026 Q2
|
7/13/2026 |
121
|
$1.7 B
|
| Cannae Holdings, Inc. |
2026 Q2
|
7/13/2026 |
2
|
$130 M
|
| Brickley Wealth Management |
2026 Q2
|
7/13/2026 |
68
|
$700 M
|
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC |
2026 Q2
|
7/13/2026 |
70
|
$150 M
|
| First Nebraska Trust Co |
2017 Q3
|
7/13/2026 |
139
|
$460 M
|
| Rockingstone Advisors LLC |
2026 Q2
|
7/13/2026 |
115
|
$250 M
|
| Shelter Rock Management, LLC |
2026 Q2
|
7/13/2026 |
37
|
$100 M
|
| Park Capital Management, LLC / WI |
2026 Q2
|
7/13/2026 |
161
|
$170 M
|
| Park Edge Advisors, LLC |
2026 Q2
|
7/13/2026 |
154
|
$470 M
|
| APS Management Group, Inc. |
2026 Q2
|
7/13/2026 |
77
|
$130 M
|
| Team Financial Group, LLC |
2026 Q2
|
7/13/2026 |
56
|
$240 M
|
| MITCHELL & PAHL PRIVATE WEALTH, LLC |
2026 Q2
|
7/13/2026 |
149
|
$270 M
|
| Client First Capital LLC |
2026 Q2
|
7/13/2026 |
28
|
$250 M
|
| Veracity Capital LLC |
2026 Q2
|
7/13/2026 |
223
|
$370 M
|
| Curated Wealth Partners LLC |
2026 Q2
|
7/13/2026 |
1,673
|
$770 M
|
| Integris Wealth Management, LLC |
2026 Q2
|
7/13/2026 |
131
|
$500 M
|
| Baugh & Associates, LLC |
2026 Q2
|
7/13/2026 |
42
|
$230 M
|
| Oak Asset Management, LLC |
2026 Q2
|
7/13/2026 |
115
|
$310 M
|
| Cypress Wealth Services, LLC |
2026 Q2
|
7/13/2026 |
436
|
$810 M
|
| Quadratic Capital Management LLC |
2026 Q2
|
7/13/2026 |
2
|
$250 M
|
| Neumann Capital Management, LLC |
2026 Q2
|
7/13/2026 |
58
|
$150 M
|
| Scharf Investments, LLC |
2026 Q2
|
7/13/2026 |
79
|
$3.0 B
|
| CHATHAM CAPITAL GROUP, INC. |
2026 Q2
|
7/13/2026 |
200
|
$780 M
|
| HBE Wealth Management, LLC |
2026 Q2
|
7/13/2026 |
59
|
$140 M
|
| First Nebraska Trust Co |
2017 Q4
|
7/13/2026 |
144
|
$490 M
|
| Gilbert Capital Group, Inc. |
2026 Q2
|
7/13/2026 |
56
|
$140 M
|
| Financial Solutions Advisory Group, Inc. |
2026 Q2
|
7/13/2026 |
177
|
$790 M
|
| Strategic Financial Group, LLC |
2026 Q2
|
7/13/2026 |
19
|
$100 M
|
| Tailwinds Wealth, LLC |
2026 Q2
|
7/13/2026 |
89
|
$170 M
|
| PATTON FUND MANAGEMENT, INC. |
2026 Q2
|
7/13/2026 |
86
|
$460 M
|
| Oak Root LLC |
2026 Q2
|
7/13/2026 |
10
|
$910 M
|
| VOISARD ASSET MANAGEMENT GROUP, INC. |
2026 Q2
|
7/13/2026 |
111
|
$530 M
|
| Falcon Wealth Planning |
2026 Q2
|
7/13/2026 |
248
|
$1.6 B
|
| Centennial Wealth Advisory LLC |
2026 Q2
|
7/13/2026 |
181
|
$460 M
|
| Clarity Capital Advisors, LLC |
2026 Q2
|
7/13/2026 |
95
|
$240 M
|
| Sound Stewardship, LLC |
2026 Q2
|
7/13/2026 |
73
|
$240 M
|
| FCG Investment Co |
2026 Q2
|
7/13/2026 |
118
|
$290 M
|
| RTD Financial Advisors, Inc. |
2026 Q2
|
7/13/2026 |
120
|
$920 M
|
| Broadway Wealth Solutions, Inc. |
2026 Q2
|
7/13/2026 |
92
|
$210 M
|
| Wealth Intelligence, LLC |
2026 Q2
|
7/13/2026 |
59
|
$220 M
|
| V. M. MANNING & CO., INC. |
2026 Q2
|
7/13/2026 |
53
|
$120 M
|
| Azarias Capital Management, L.P. |
2026 Q2
|
7/13/2026 |
23
|
$230 M
|
| Red Door Wealth Management, LLC |
2026 Q2
|
7/13/2026 |
320
|
$1.1 B
|
| HCR Wealth Advisors |
2026 Q2
|
7/13/2026 |
259
|
$1.1 B
|
| Capital Advantage, Inc. |
2026 Q2
|
7/13/2026 |
150
|
$820 M
|
| Stenger Family Office, LLC |
2026 Q2
|
7/13/2026 |
132
|
$630 M
|
| High Probability Advisors, LLC |
2026 Q2
|
7/13/2026 |
75
|
$940 M
|
| OMNI 360 Wealth, Inc. |
2026 Q2
|
7/13/2026 |
135
|
$220 M
|
| ETF Portfolio Partners, Inc. |
2026 Q2
|
7/13/2026 |
70
|
$420 M
|
| United Asset Strategies, Inc. |
2026 Q2
|
7/13/2026 |
259
|
$1.4 B
|
| Rockwood Wealth Management, LLC |
2026 Q2
|
7/13/2026 |
132
|
$1.6 B
|
| Frankly Finances, LLC |
2026 Q2
|
7/13/2026 |
90
|
$1.7 M
|
| CHERRYDALE WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/13/2026 |
84
|
$380 M
|
| BRADY FAMILY WEALTH, LLC |
2026 Q2
|
7/13/2026 |
113
|
$350 M
|
| Gradient Capital Advisors, LLC |
2026 Q2
|
7/13/2026 |
179
|
$430 M
|
| Cisco Systems, Inc. |
2026 Q2
|
7/13/2026 |
6
|
$410 M
|
| REX Advisers, LLC |
2026 Q2
|
7/13/2026 |
59
|
$44 M
|
| NORTH DALLAS BANK & TRUST CO |
2026 Q2
|
7/13/2026 |
202
|
$170 M
|
| HHM Wealth Advisors, LLC |
2026 Q2
|
7/13/2026 |
905
|
$1.0 B
|
| ROFFMAN MILLER ASSOCIATES INC /PA/ |
2026 Q2
|
7/13/2026 |
88
|
$1.9 B
|
| Parkside Investments, LLC |
2026 Q2
|
7/13/2026 |
91
|
$900 M
|
| HMV Wealth Advisors, LLC |
2026 Q2
|
7/13/2026 |
89
|
$260 M
|
| LDIC Inc. |
2026 Q2
|
7/13/2026 |
25
|
$160 M
|
| LYNCH & ASSOCIATES/IN |
2026 Q2
|
7/13/2026 |
129
|
$570 M
|
| ONE PLUS ONE WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/13/2026 |
92
|
$230 M
|
| R.H. Dinel Investment Counsel, Inc. |
2026 Q2
|
7/13/2026 |
40
|
$130 M
|
| Kessler Investment Group, LLC |
2026 Q2
|
7/13/2026 |
81
|
$230 M
|
| SHEETS SMITH WEALTH MANAGEMENT |
2026 Q2
|
7/13/2026 |
408
|
$1.0 B
|
| Physician Wealth Solutions Inc. |
2026 Q2
|
7/13/2026 |
45
|
$260 M
|
| Eastover Investment Advisors LLC |
2026 Q2
|
7/13/2026 |
49
|
$250 M
|
| Sunflower Bank, N.A. |
2026 Q2
|
7/13/2026 |
226
|
$420 M
|
| Eagle Wealth Advisors LLC |
2026 Q2
|
7/13/2026 |
100
|
$130 M
|
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/13/2026 |
122
|
$170 M
|
| Lancaster Investment Management |
2026 Q2
|
7/13/2026 |
10
|
$170 k
|
| PFW Advisors LLC |
2026 Q2
|
7/13/2026 |
124
|
$340 M
|
| Plus Group Wealth Advisors LLC |
2026 Q2
|
7/13/2026 |
48
|
$110 M
|
| GENESIS PRIVATE WEALTH, LLC |
2026 Q2
|
7/13/2026 |
192
|
$360 M
|
| DeDora Capital, Inc. |
2026 Q2
|
7/13/2026 |
129
|
$460 M
|
| Eagle Capital Management, LLC |
2026 Q2
|
7/13/2026 |
50
|
$290 M
|
| Drucker Wealth 3.0, LLC |
2026 Q2
|
7/13/2026 |
569
|
$630 M
|
| HOWLAND CAPITAL MANAGEMENT LLC |
2026 Q2
|
7/13/2026 |
278
|
$2.8 B
|
| RIVERBRIDGE PARTNERS LLC |
2026 Q2
|
7/13/2026 |
198
|
$3.6 B
|
| Holland Advisory Services, Inc. |
2026 Q2
|
7/13/2026 |
49
|
$91 M
|