| ZynergyRetirementPlanningLLC |
2025 Q4
|
1/8/2026 |
27
|
$160 M
|
| Teamwork Financial Advisors, LLC |
2025 Q4
|
1/8/2026 |
205
|
$990 M
|
| LWM ADVISORS INC |
2025 Q4
|
1/8/2026 |
29
|
$110 M
|
| Independence Wealth Advisors, LLC |
2025 Q4
|
1/8/2026 |
83
|
$180 M
|
| Marshall Financial Group, LLC |
2025 Q4
|
1/8/2026 |
288
|
$520 M
|
| BRAVE ASSET MANAGEMENT INC |
2025 Q4
|
1/8/2026 |
168
|
$420 M
|
| Somnio Financial Group, LLC |
2025 Q4
|
1/8/2026 |
14
|
$150 M
|
| SENTINEL WEALTH MANAGEMENT, INC. |
2025 Q2 - RESTATEMENT
|
1/8/2026 |
39
|
$110 M
|
| Ridgeline Wealth, LLC |
2025 Q4
|
1/8/2026 |
52
|
$140 M
|
| Goodman Financial Corp |
2025 Q4
|
1/8/2026 |
71
|
$530 M
|
| TOMPKINS FINANCIAL CORP |
2025 Q4
|
1/8/2026 |
827
|
$1.3 B
|
| PMV Capital Advisers, LLC |
2025 Q4
|
1/8/2026 |
86
|
$55 M
|
| SENTINEL WEALTH MANAGEMENT, INC. |
2025 Q4
|
1/8/2026 |
38
|
$120 M
|
| Asempa Wealth Advisors |
2025 Q4
|
1/8/2026 |
113
|
$120 M
|
| ADIRONDACK TRUST CO |
2025 Q4
|
1/8/2026 |
624
|
$300 M
|
| Norway Savings Bank |
2025 Q4
|
1/8/2026 |
177
|
$220 M
|
| Centerline Wealth Advisors, LLC |
2025 Q4
|
1/8/2026 |
60
|
$280 M
|
| BAKER TILLY WEALTH MANAGEMENT, LLC |
2025 Q4
|
1/8/2026 |
284
|
$410 M
|
| Fulton Bank, N.A. |
2025 Q4
|
1/8/2026 |
1,024
|
$2.9 B
|
| O'Keefe Stevens Advisory, Inc. |
2025 Q4
|
1/8/2026 |
66
|
$390 M
|
| BAYSHORE ASSET MANAGEMENT, LLC |
2025 Q4
|
1/8/2026 |
42
|
$250 M
|
| Traveka Wealth, LLC |
2025 Q4
|
1/8/2026 |
188
|
$250 M
|
| FIRETHORN WEALTH PARTNERS, LLC |
2025 Q4
|
1/8/2026 |
190
|
$270 M
|
| Spartan Planning & Wealth Management |
2025 Q4
|
1/8/2026 |
79
|
$140 M
|
| BENNETT SELBY INVESTMENTS LP |
2025 Q4
|
1/8/2026 |
84
|
$310 M
|
| Kearns & Associates LLC |
2025 Q4
|
1/8/2026 |
40
|
$190 M
|
| THREADGILL FINANCIAL, LLC |
2025 Q4
|
1/8/2026 |
55
|
$240 M
|
| FINANCIAL MANAGEMENT NETWORK INC |
2025 Q4
|
1/8/2026 |
186
|
$630 M
|
| Ulland Investment Advisors, LLC |
2025 Q4
|
1/8/2026 |
218
|
$120 M
|
| STEPHENS GROUP ASSET MANAGEMENT, LLC |
2025 Q4
|
1/8/2026 |
26
|
$1.5 B
|
| DAGCO, INC. |
2025 Q4
|
1/8/2026 |
380
|
$430 M
|
| Elmwood Wealth Management, Inc. |
2025 Q4
|
1/8/2026 |
174
|
$320 M
|
| Aurora Investment Managers, LLC. |
2025 Q4
|
1/8/2026 |
45
|
$180 M
|
| Versant Capital Management, Inc |
2025 Q4
|
1/8/2026 |
2,639
|
$800 M
|
| Gladwyn Financial Advisors, Inc. |
2025 Q4
|
1/8/2026 |
117
|
$140 M
|
| True Wealth Design, LLC |
2025 Q4
|
1/8/2026 |
2,556
|
$340 M
|
| Gradient Investments LLC |
2025 Q4
|
1/8/2026 |
343
|
$6.3 B
|
| M. Kulyk & Associates, LLC |
2025 Q4
|
1/8/2026 |
107
|
$520 M
|
| Efficient Advisors, LLC |
2025 Q4
|
1/8/2026 |
58
|
$1.7 B
|
| Sound View Wealth Advisors Group, LLC |
2025 Q4
|
1/8/2026 |
416
|
$1.5 B
|
| Regent Peak Wealth Advisors LLC |
2025 Q4
|
1/8/2026 |
192
|
$510 M
|
| Agate Pass Investment Management, LLC |
2025 Q4
|
1/8/2026 |
106
|
$270 M
|
| Waycross Investment Management Co |
2025 Q4
|
1/8/2026 |
47
|
$110 M
|
| Gridiron Partners, LLC |
2025 Q4
|
1/8/2026 |
59
|
$180 M
|
| Thoma Capital Management LLC |
2025 Q4
|
1/8/2026 |
60
|
$170 M
|
| Legacy Private Trust Co. |
2025 Q4
|
1/8/2026 |
344
|
$1.7 B
|
| Peoples Bank/KS |
2025 Q4
|
1/8/2026 |
98
|
$99 M
|
| Gryphon Financial Partners LLC |
2025 Q4
|
1/8/2026 |
350
|
$930 M
|
| ARMSTRONG ADVISORY GROUP, INC |
2025 Q4
|
1/8/2026 |
954
|
$1.5 B
|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
2025 Q4
|
1/8/2026 |
3,925
|
$74 B
|
| DDFG, Inc |
2025 Q4
|
1/8/2026 |
87
|
$460 M
|
| NorthCrest Asset Manangement, LLC |
2025 Q4
|
1/8/2026 |
821
|
$4.5 B
|
| CHESAPEAKE ASSET MANAGEMENT LLC |
2025 Q4
|
1/8/2026 |
372
|
$120 M
|
| Grove Bank & Trust |
2025 Q4
|
1/8/2026 |
975
|
$890 M
|
| WEBSTERROGERS FINANCIAL ADVISORS, LLC |
2025 Q4
|
1/8/2026 |
94
|
$340 M
|
| MOLLER WEALTH PARTNERS |
2025 Q4
|
1/8/2026 |
69
|
$480 M
|
| Oliver Luxxe Assets LLC |
2025 Q4
|
1/8/2026 |
189
|
$660 M
|
| GENESIS PRIVATE WEALTH, LLC |
2025 Q4
|
1/8/2026 |
180
|
$320 M
|
| Wedmont Private Capital |
2025 Q4
|
1/8/2026 |
806
|
$2.9 B
|
| Aveo Capital Partners, LLC |
2025 Q4
|
1/8/2026 |
1
|
$0
|
| Sincerus Advisory, LLC |
2025 Q4
|
1/8/2026 |
74
|
$120 M
|
| Old Port Advisors |
2025 Q4
|
1/8/2026 |
231
|
$410 M
|
| Profit Investment Management, LLC |
2025 Q4
|
1/8/2026 |
35
|
$25 M
|
| SANDERS MORRIS HARRIS LLC |
2025 Q4
|
1/8/2026 |
35
|
$65 M
|
| SL ADVISORS, LLC |
2025 Q4
|
1/8/2026 |
32
|
$49 M
|
| SARD WEALTH MANAGEMENT GROUP, LLC |
2025 Q4
|
1/8/2026 |
58
|
$180 M
|
| SIGNET FINANCIAL MANAGEMENT, LLC |
2025 Q4
|
1/8/2026 |
287
|
$890 M
|
| Hutchens & Kramer Investment Management Group, LLC |
2025 Q4
|
1/8/2026 |
177
|
$290 M
|
| MKT Advisors LLC |
2025 Q4
|
1/8/2026 |
163
|
$290 M
|
| Maridea Wealth Management LLC |
2025 Q4
|
1/8/2026 |
402
|
$670 M
|
| Choice Wealth Advisors, LLC |
2025 Q4
|
1/8/2026 |
33
|
$250 M
|
| AdviceOne Advisory Services, LLC |
2025 Q4
|
1/8/2026 |
39
|
$170 M
|
| Sarasin & Partners LLP |
2025 Q4
|
1/8/2026 |
77
|
$9.6 B
|
| Fermata Advisors, LLC |
2025 Q4
|
1/8/2026 |
218
|
$420 M
|
| Pine Haven Investment Counsel, Inc |
2025 Q4
|
1/8/2026 |
116
|
$140 M
|
| Sprinkle Financial Consultants LLC |
2025 Q4
|
1/8/2026 |
88
|
$200 M
|
| Lincoln Capital LLC |
2025 Q4
|
1/8/2026 |
131
|
$550 M
|
| GSG Advisors LLC |
2025 Q4
|
1/8/2026 |
134
|
$390 M
|
| INTEGRATED CAPITAL MANAGEMENT, INC. |
2025 Q4
|
1/8/2026 |
60
|
$150 M
|
| Tuttle Capital Management, LLC |
2025 Q4
|
1/8/2026 |
101
|
$45 M
|
| NORDEA INVESTMENT MANAGEMENT AB |
2025 Q4
|
1/8/2026 |
1,984
|
$120 B
|
| Neumann Advisory Hong Kong Ltd |
2025 Q4
|
1/7/2026 |
7
|
$380 M
|
| GuoLine Advisory Pte Ltd |
2025 Q4
|
1/7/2026 |
23
|
$1.1 B
|
| American National Bank of Texas |
2025 Q4
|
1/7/2026 |
62
|
$100 M
|
| Kure Advisory, LLC |
2025 Q4
|
1/7/2026 |
56
|
$180 M
|
| Cooper Financial Group |
2025 Q4
|
1/7/2026 |
380
|
$940 M
|
| Occidental Asset Management, LLC |
2025 Q4
|
1/7/2026 |
295
|
$830 M
|
| Charis Legacy Partners, LLC |
2025 Q4
|
1/7/2026 |
26
|
$68 M
|
| Value Partners Investments Inc. |
2025 Q4
|
1/7/2026 |
100
|
$1.3 B
|
| Processus Wealth & Capital Management, LLC |
2025 Q4
|
1/7/2026 |
35
|
$150 M
|
| Stonebridge Wealth Management, LLC |
2025 Q4
|
1/7/2026 |
38
|
$110 M
|
| Clark & Stuart, Inc |
2025 Q4
|
1/7/2026 |
51
|
$150 M
|
| Permanent Capital Management, LP |
2025 Q4
|
1/7/2026 |
157
|
$510 M
|
| Sovereign Financial Group, Inc. |
2025 Q4
|
1/7/2026 |
349
|
$580 M
|
| Sandbox Financial Partners, LLC |
2025 Q4
|
1/7/2026 |
123
|
$360 M
|
| Procyon Advisors, LLC |
2025 Q4
|
1/7/2026 |
561
|
$2.0 B
|
| Parisi Gray Wealth Management |
2025 Q4
|
1/7/2026 |
135
|
$440 M
|
| Cyndeo Wealth Partners, LLC |
2025 Q4
|
1/7/2026 |
477
|
$1.9 B
|
| Panoramic Capital Partners, LLC |
2025 Q4
|
1/7/2026 |
62
|
$160 M
|
| New England Research & Management, Inc. |
2025 Q4
|
1/7/2026 |
144
|
$230 M
|