| Cohen Klingenstein LLC |
2026 Q1
|
4/15/2026 |
205
|
$3.1 B
|
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV |
2026 Q1
|
4/15/2026 |
773
|
$1.9 B
|
| PHYSICIANS FINANCIAL SERVICES, INC. |
2026 Q1
|
4/15/2026 |
104
|
$370 M
|
| Brady Martz Wealth Solutions, LLC |
2026 Q1
|
4/15/2026 |
195
|
$590 M
|
| WEATHERLY ASSET MANAGEMENT L. P. |
2026 Q1
|
4/15/2026 |
186
|
$1.2 B
|
| Asset Allocation & Management Company, LLC |
2026 Q1
|
4/15/2026 |
94
|
$270 M
|
| KRS Capital Management, LLC |
2026 Q1
|
4/15/2026 |
115
|
$160 M
|
| WESPAC Advisors SoCal, LLC |
2026 Q1
|
4/15/2026 |
119
|
$470 M
|
| Aspen Investment Management Inc |
2026 Q1
|
4/15/2026 |
171
|
$330 M
|
| PEREGRINE INVESTMENT MANAGEMENT INC |
2026 Q1
|
4/15/2026 |
20
|
$130 M
|
| Cisco Systems, Inc. |
2026 Q1
|
4/15/2026 |
3
|
$320 M
|
| Rainwater Charitable Foundation |
2026 Q1
|
4/15/2026 |
4
|
$190 M
|
| DAILY JOURNAL CORP |
2026 Q1
|
4/15/2026 |
4
|
$240 M
|
| CITY HOLDING CO |
2026 Q1
|
4/15/2026 |
609
|
$800 M
|
| Raub Brock Capital Management LP |
2026 Q1
|
4/15/2026 |
43
|
$390 M
|
| Perkins Coie Trust Co |
2026 Q1
|
4/15/2026 |
257
|
$520 M
|
| Purus Wealth Management, LLC |
2026 Q1
|
4/15/2026 |
157
|
$310 M
|
| FNY Investment Advisers, LLC |
2026 Q1
|
4/15/2026 |
840
|
$230 M
|
| Financial Management Professionals, Inc. |
2026 Q1
|
4/15/2026 |
963
|
$890 M
|
| Merit Financial Group, LLC |
2026 Q1
|
4/15/2026 |
7,348
|
$13 B
|
| Ridgeline Wealth, LLC |
2026 Q1
|
4/15/2026 |
52
|
$140 M
|
| Roberts Financial Services LLC |
2026 Q1
|
4/15/2026 |
31
|
$310 M
|
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV |
2026 Q1
|
4/15/2026 |
99
|
$440 M
|
| Archford Capital Strategies, LLC |
2026 Q1
|
4/15/2026 |
341
|
$870 M
|
| NIGHTVIEW CAPITAL, LLC |
2026 Q1
|
4/15/2026 |
15
|
$130 M
|
| Independence Financial Advisors, LLC |
2026 Q1
|
4/15/2026 |
51
|
$330 M
|
| REGATTA CAPITAL GROUP, LLC |
2026 Q1
|
4/15/2026 |
215
|
$660 M
|
| Retirement Investment Advisors, Inc. |
2026 Q1
|
4/15/2026 |
67
|
$1.2 B
|
| Hutchens & Kramer Investment Management Group, LLC |
2026 Q1
|
4/15/2026 |
149
|
$320 M
|
| Curbstone Financial Management Corp |
2026 Q1
|
4/15/2026 |
202
|
$520 M
|
| Rempart Asset Management Inc. |
2026 Q1
|
4/15/2026 |
36
|
$480 M
|
| Myriad Asset Management US LP |
2026 Q1
|
4/15/2026 |
46
|
$67 M
|
| Asio Capital, LLC |
2026 Q1
|
4/15/2026 |
110
|
$710 M
|
| marrick wealth, LLC |
2026 Q1
|
4/15/2026 |
52
|
$120 M
|
| AMI INVESTMENT MANAGEMENT INC |
2026 Q1
|
4/15/2026 |
77
|
$440 M
|
| Fjell Capital, LLC |
2026 Q1
|
4/15/2026 |
68
|
$130 M
|
| HENGEHOLD CAPITAL MANAGEMENT LLC |
2026 Q1
|
4/15/2026 |
213
|
$1.1 B
|
| York GP, Ltd. |
2026 Q1
|
4/15/2026 |
2
|
$130 M
|
| Tenzing Financial LLC |
2026 Q1
|
4/15/2026 |
70
|
$130 M
|
| Oak Asset Management, LLC |
2026 Q1
|
4/15/2026 |
108
|
$290 M
|
| Guardian Financial Partners, LLC |
2026 Q1
|
4/15/2026 |
67
|
$240 M
|
| Retireful, LLC |
2026 Q1
|
4/15/2026 |
84
|
$71 M
|
| Mainsail Financial Group, LLC |
2026 Q1
|
4/15/2026 |
62
|
$240 M
|
| Buttonwood Financial Group, LLC |
2026 Q1
|
4/15/2026 |
30
|
$160 M
|
| Sightline Wealth Advisors, LLC |
2026 Q1
|
4/15/2026 |
91
|
$240 M
|
| Cypress Wealth Services, LLC |
2026 Q1
|
4/15/2026 |
397
|
$710 M
|
| WEBSTERROGERS FINANCIAL ADVISORS, LLC |
2026 Q1
|
4/15/2026 |
95
|
$350 M
|
| Curran Financial Partners, LLC |
2026 Q1
|
4/15/2026 |
127
|
$560 M
|
| ARS Wealth Advisors Group, LLC |
2026 Q1
|
4/15/2026 |
201
|
$1.2 B
|
| ATWOOD & PALMER INC |
2026 Q1
|
4/15/2026 |
531
|
$1.8 B
|
| Fluent Financial, LLC |
2026 Q1
|
4/15/2026 |
43
|
$270 M
|
| Arlington Financial Advisors, LLC |
2026 Q1
|
4/15/2026 |
95
|
$700 M
|
| FFG RETIREMENT ADVISORS LLC |
2026 Q1
|
4/15/2026 |
43
|
$170 M
|
| Nepsis Inc. |
2026 Q1
|
4/15/2026 |
29
|
$300 M
|
| McAlvany Wealth Management LLC |
2026 Q1
|
4/15/2026 |
42
|
$150 M
|
| Stanich Group LLC |
2026 Q1
|
4/15/2026 |
47
|
$130 M
|
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC |
2026 Q1
|
4/15/2026 |
35
|
$170 M
|
| Birch Capital Management, LLC |
2026 Q1
|
4/15/2026 |
78
|
$190 M
|
| Diligent Investors, LLC |
2026 Q1
|
4/15/2026 |
346
|
$400 M
|
| ACCESS FINANCIAL SERVICES, INC. |
2026 Q1
|
4/15/2026 |
95
|
$280 M
|
| Uncommon Cents Investing LLC |
2026 Q1
|
4/15/2026 |
208
|
$430 M
|
| JOURNEY STRATEGIC WEALTH LLC |
2026 Q1
|
4/15/2026 |
3,980
|
$4.0 B
|
| AlphaStar Capital Management, LLC |
2026 Q1
|
4/15/2026 |
236
|
$1.4 B
|
| Massachusetts Wealth Management |
2026 Q1
|
4/15/2026 |
98
|
$230 M
|
| Addenda Capital Inc. |
2026 Q1
|
4/15/2026 |
129
|
$3.6 B
|
| Verum Partners LLC |
2026 Q1
|
4/15/2026 |
176
|
$530 M
|
| Verity & Verity, LLC |
2026 Q1
|
4/15/2026 |
204
|
$1.3 B
|
| RJA Asset Management LLC |
2026 Q1
|
4/15/2026 |
4
|
$270 M
|
| HARTFORD INVESTMENT MANAGEMENT CO |
2026 Q1
|
4/15/2026 |
495
|
$3.2 B
|
| PEDDOCK CAPITAL ADVISORS, LLC |
2026 Q1
|
4/15/2026 |
166
|
$450 M
|
| Redhawk Wealth Advisors, Inc. |
2026 Q1
|
4/15/2026 |
387
|
$910 M
|
| Snider Financial Group |
2026 Q1
|
4/15/2026 |
102
|
$330 M
|
| HOME FEDERAL BANK OF TENNESSEE |
2026 Q1
|
4/15/2026 |
152
|
$400 M
|
| NORTHBRIDGE FINANCIAL GROUP, LLC |
2026 Q1
|
4/15/2026 |
168
|
$230 M
|
| Badgley Phelps Wealth Managers, LLC |
2026 Q1
|
4/15/2026 |
328
|
$5.0 B
|
| Apex Wealth Management, LLC |
2026 Q1
|
4/15/2026 |
57
|
$150 M
|
| Slocum, Gordon & Co LLP |
2026 Q1
|
4/15/2026 |
64
|
$150 M
|
| Braun-Bostich & Associates Inc. |
2026 Q1
|
4/15/2026 |
126
|
$160 M
|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
2026 Q1
|
4/15/2026 |
1,014
|
$4.9 B
|
| ADAMSBROWN WEALTH CONSULTANTS LLC |
2026 Q1
|
4/15/2026 |
138
|
$380 M
|
| Renaissance Investment Group LLC |
2026 Q1
|
4/15/2026 |
81
|
$470 M
|
| Peoples Bank/KS |
2026 Q1
|
4/15/2026 |
99
|
$99 M
|
| NorthAvenue LLC |
2026 Q1
|
4/15/2026 |
266
|
$130 M
|
| DAVENPORT & Co LLC |
2026 Q1
|
4/15/2026 |
1,302
|
$18 B
|
| Polunin Capital Partners Ltd |
2026 Q1
|
4/15/2026 |
16
|
$390 M
|
| Third View Private Wealth, LLC |
2026 Q1
|
4/15/2026 |
267
|
$730 M
|
| TRUST POINT INC. |
2026 Q1
|
4/15/2026 |
831
|
$1.2 B
|
| Register Financial Advisors LLC |
2026 Q1
|
4/15/2026 |
387
|
$270 M
|
| Paragon Capital Management Ltd |
2026 Q1
|
4/15/2026 |
199
|
$480 M
|
| 21 West Wealth Management LLC |
2026 Q1
|
4/15/2026 |
63
|
$110 M
|
| Wealth Intelligence, LLC |
2026 Q1
|
4/15/2026 |
58
|
$210 M
|
| Fifth Third Securities, Inc. |
2026 Q1
|
4/15/2026 |
341
|
$1.5 B
|
| DIXON FNANCIAL SERVICES, INC. |
2026 Q1
|
4/15/2026 |
44
|
$220 M
|
| HORIZON FINANCIAL SERVICES, LLC |
2026 Q1
|
4/15/2026 |
425
|
$230 M
|
| Employees Provident Fund Board |
2013 Q1
|
4/15/2026 |
43
|
$2.3 B
|
| ALBERT D MASON INC |
2026 Q1
|
4/15/2026 |
129
|
$150 M
|
| CLIENT 1ST ADVISORY GROUP, LLC |
2026 Q1
|
4/15/2026 |
141
|
$330 M
|
| Employees Provident Fund Board |
2013 Q2
|
4/15/2026 |
48
|
$2.5 B
|
| Trellis Wealth Advisors LLC |
2026 Q1
|
4/15/2026 |
47
|
$260 M
|
| Employees Provident Fund Board |
2013 Q3
|
4/15/2026 |
48
|
$2.8 B
|