| Magnus Financial Group LLC |
2025 Q4
|
1/7/2026 |
419
|
$1.3 B
|
| Impact Capital Partners LLC |
2025 Q4
|
1/7/2026 |
272
|
$340 M
|
| Henrickson Nauta Wealth Advisors, Inc. |
2025 Q4
|
1/7/2026 |
119
|
$680 M
|
| EVERPAR ADVISORS LLC |
2025 Q4
|
1/7/2026 |
268
|
$270 M
|
| TOUNJIAN ADVISORY PARTNERS, LLC |
2025 Q4
|
1/7/2026 |
150
|
$300 M
|
| LAKE STREET PRIVATE WEALTH, LLC |
2025 Q4
|
1/7/2026 |
278
|
$820 M
|
| Hamlin Capital Management, LLC |
2025 Q4
|
1/7/2026 |
30
|
$4.2 B
|
| Northside Capital Management, LLC |
2025 Q4
|
1/7/2026 |
201
|
$1.2 B
|
| Orgel Wealth Management, LLC |
2025 Q4
|
1/7/2026 |
92
|
$4.5 B
|
| CenturyLink Investment Management Co |
2025 Q4
|
1/7/2026 |
1
|
$97 M
|
| CAHABA WEALTH MANAGEMENT, INC. |
2025 Q4
|
1/7/2026 |
156
|
$1.4 B
|
| Green Alpha Advisors, LLC |
2025 Q4
|
1/7/2026 |
115
|
$110 M
|
| Cutter & CO Brokerage, Inc. |
2025 Q4
|
1/7/2026 |
1
|
$0
|
| Wisconsin Wealth Advisors, LLC |
2025 Q4
|
1/7/2026 |
85
|
$100 M
|
| MassMutual Private Wealth & Trust, FSB |
2025 Q4
|
1/7/2026 |
2,394
|
$3.9 B
|
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC |
2025 Q4
|
1/7/2026 |
33
|
$140 M
|
| Crescent Sterling, Ltd. |
2025 Q4
|
1/7/2026 |
78
|
$98 M
|
| Livelsberger Financial Advisory |
2025 Q4
|
1/7/2026 |
1
|
$0
|
| Keystone Financial Planning, Inc. |
2025 Q4
|
1/7/2026 |
44
|
$340 M
|
| BRADY FAMILY WEALTH, LLC |
2025 Q4
|
1/7/2026 |
108
|
$320 M
|
| Aventura Private Wealth, LLC |
2025 Q3
|
1/7/2026 |
808
|
$270 M
|
| GREENHAVEN ASSOCIATES INC |
2025 Q4
|
1/7/2026 |
30
|
$6.2 B
|
| Aventura Private Wealth, LLC |
2025 Q2
|
1/7/2026 |
783
|
$230 M
|
| Aquire Wealth Advisors, LLC |
2025 Q4
|
1/7/2026 |
49
|
$380 M
|
| Boston Standard Wealth Management, LLC |
2025 Q4
|
1/7/2026 |
51
|
$610 M
|
| Harbour Capital Advisors, LLC |
2025 Q4
|
1/7/2026 |
275
|
$490 M
|
| Aventura Private Wealth, LLC |
2025 Q1
|
1/7/2026 |
782
|
$190 M
|
| AMERICAN ASSET MANAGEMENT INC. |
2025 Q4
|
1/7/2026 |
35
|
$120 M
|
| HARBOR INVESTMENT ADVISORY, LLC |
2025 Q4
|
1/7/2026 |
1,230
|
$1.3 B
|
| LYNCH & ASSOCIATES/IN |
2025 Q4
|
1/7/2026 |
124
|
$530 M
|
| TEALWOOD ASSET MANAGEMENT INC |
2025 Q4
|
1/7/2026 |
119
|
$220 k
|
| Aventura Private Wealth, LLC |
2024 Q4
|
1/7/2026 |
757
|
$190 M
|
| TETRAD CORP |
2025 Q4
|
1/7/2026 |
3
|
$1.0 B
|
| Significant Wealth Partners LLC |
2025 Q4
|
1/7/2026 |
70
|
$90 M
|
| WILSEY ASSET MANAGEMENT INC |
2025 Q4
|
1/7/2026 |
29
|
$640 M
|
| CWA Asset Management Group, LLC |
2025 Q4
|
1/7/2026 |
643
|
$2.8 B
|
| Retirement Wealth Solutions LLC |
2025 Q4
|
1/7/2026 |
760
|
$160 M
|
| Aventura Private Wealth, LLC |
2025 Q4
|
1/7/2026 |
859
|
$280 M
|
| Innova Wealth Partners |
2025 Q4
|
1/7/2026 |
151
|
$200 M
|
| VERITY Wealth Advisors |
2025 Q4
|
1/7/2026 |
82
|
$160 M
|
| Emeth Value Capital, LLC |
2025 Q4
|
1/7/2026 |
4
|
$81 M
|
| Fragasso Financial Advisors Inc |
2025 Q4
|
1/7/2026 |
297
|
$1.7 B
|
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. |
2025 Q4
|
1/7/2026 |
41
|
$170 M
|
| BALDWIN WEALTH PARTNERS LLC/MA |
2025 Q4
|
1/7/2026 |
292
|
$1.6 B
|
| Noble Family Wealth, LLC |
2025 Q4
|
1/7/2026 |
80
|
$470 M
|
| Holistic Financial Partners |
2025 Q4
|
1/7/2026 |
136
|
$280 M
|
| Lake Hills Wealth Management, LLC |
2025 Q4
|
1/7/2026 |
58
|
$190 M
|
| Norman Fields, Gottscho Capital Management, LLC |
2025 Q4
|
1/7/2026 |
61
|
$310 M
|
| IAM Advisory, LLC |
2025 Q4
|
1/7/2026 |
104
|
$450 M
|
| Hilltop National Bank |
2025 Q4
|
1/7/2026 |
1,040
|
$410 M
|
| Melone Private Wealth, LLC |
2025 Q4
|
1/7/2026 |
58
|
$240 M
|
| Lakeridge Wealth Management LLC |
2025 Q4
|
1/7/2026 |
156
|
$220 M
|
| Next Level Private LLC |
2025 Q4
|
1/7/2026 |
161
|
$380 M
|
| IMPACTfolio, LLC |
2025 Q4
|
1/7/2026 |
36
|
$240 M
|
| Exeter Financial, LLC |
2025 Q4
|
1/7/2026 |
97
|
$240 M
|
| Baring Financial LLC |
2025 Q4
|
1/7/2026 |
70
|
$160 M
|
| Envision Financial LLC |
2025 Q4
|
1/7/2026 |
42
|
$190 M
|
| EPIQ PARTNERS, LLC |
2025 Q4
|
1/7/2026 |
75
|
$210 M
|
| Gilbert & Cook, Inc. |
2025 Q4
|
1/7/2026 |
220
|
$800 M
|
| DecisionMap Wealth Management, LLC |
2025 Q4
|
1/7/2026 |
134
|
$160 M
|
| Marotta Asset Management |
2025 Q4
|
1/7/2026 |
102
|
$540 M
|
| BCGM Wealth Management, LLC |
2025 Q4
|
1/7/2026 |
175
|
$390 M
|
| Vigilare Wealth Management |
2025 Q4
|
1/7/2026 |
116
|
$300 M
|
| St. Louis Financial Planners Asset Management, LLC |
2025 Q4
|
1/7/2026 |
43
|
$160 M
|
| SAGESPRING WEALTH PARTNERS, LLC |
2025 Q4
|
1/7/2026 |
783
|
$5.5 B
|
| Covea Finance |
2025 Q4
|
1/7/2026 |
128
|
$3.0 B
|
| BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT |
2025 Q4
|
1/7/2026 |
1
|
$51 M
|
| PRECEDENT WEALTH PARTNERS, LLC |
2025 Q4
|
1/7/2026 |
171
|
$480 M
|
| KFA Private Wealth Group, LLC |
2025 Q4
|
1/7/2026 |
151
|
$410 M
|
| WESPAC Advisors SoCal, LLC |
2025 Q4
|
1/7/2026 |
110
|
$500 M
|
| Corsicana & Co. |
2025 Q4
|
1/7/2026 |
259
|
$180 M
|
| PRIVATE CLIENT SERVICES, LLC |
2025 Q4
|
1/7/2026 |
193
|
$320 M
|
| Sulzberger Capital Advisors, Inc. |
2025 Q4
|
1/7/2026 |
52
|
$99 M
|
| AAFMAA Wealth Management & Trust LLC |
2025 Q4
|
1/7/2026 |
122
|
$260 M
|
| Stonekeep Investments, LLC |
2025 Q4 - RESTATEMENT
|
1/7/2026 |
61
|
$160 k
|
| Yeomans Consulting Group, Inc. |
2025 Q4
|
1/7/2026 |
113
|
$340 M
|
| Stonekeep Investments, LLC |
2025 Q4
|
1/7/2026 |
11
|
$3.2 k
|
| RIVERSEDGE ADVISORS, LLC |
2025 Q4
|
1/7/2026 |
214
|
$620 M
|
| Capital Advantage, Inc. |
2025 Q4
|
1/7/2026 |
149
|
$740 M
|
| TrueWealth Advisors, LLC |
2025 Q4
|
1/7/2026 |
241
|
$390 M
|
| TruWealth Advisors, LLC |
2025 Q4
|
1/7/2026 |
182
|
$2.0 B
|
| TCP Asset Management, LLC |
2025 Q4
|
1/7/2026 |
111
|
$590 M
|
| Bay Rivers Group |
2025 Q4
|
1/7/2026 |
97
|
$250 M
|
| PUFF WEALTH MANAGEMENT, LLC |
2025 Q4
|
1/7/2026 |
70
|
$77 M
|
| MFG WEALTH MANAGEMENT, INC. |
2025 Q4
|
1/7/2026 |
61
|
$130 M
|
| WINEBRENNER CAPITAL MANAGEMENT LLC |
2025 Q4
|
1/7/2026 |
138
|
$150 M
|
| Sterling Manor Financial, LLC |
2025 Q4
|
1/7/2026 |
35
|
$160 M
|
| Everhart Financial Group, Inc. |
2025 Q4
|
1/7/2026 |
417
|
$1.1 B
|
| Platt Investment Counsel, LLC |
2025 Q4
|
1/7/2026 |
12
|
$140 M
|
| QP WEALTH MANAGEMENT, LLC |
2025 Q4
|
1/7/2026 |
105
|
$110 M
|
| Central Pacific Bank - Trust Division |
2025 Q4
|
1/6/2026 |
923
|
$820 M
|
| GoalFusion Wealth Management, LLC |
2025 Q4
|
1/6/2026 |
27
|
$220 M
|
| RDA Financial Network |
2025 Q4
|
1/6/2026 |
265
|
$420 M
|
| CLARK FINANCIAL SERVICES GROUP INC /BD |
2025 Q4
|
1/6/2026 |
170
|
$190 M
|
| COLLECTIVE FAMILY OFFICE LLC |
2025 Q4
|
1/6/2026 |
156
|
$440 M
|
| ARMSTRONG HENRY H ASSOCIATES INC |
2025 Q4
|
1/6/2026 |
63
|
$1.1 B
|
| Sage Capital Advisors,llc |
2025 Q4
|
1/6/2026 |
128
|
$420 M
|
| WealthCare Investment Partners, LLC |
2025 Q4
|
1/6/2026 |
183
|
$340 M
|
| Iowa State Bank |
2025 Q4
|
1/6/2026 |
126
|
$530 M
|
| Paradiem, LLC |
2025 Q4
|
1/6/2026 |
57
|
$420 M
|