| Tenzing Financial LLC |
2026 Q2
|
7/9/2026 |
84
|
$150 M
|
| WARNER FINANCIAL, INC |
2026 Q2
|
7/9/2026 |
145
|
$340 M
|
| CYPRESS FUNDS LLC |
2026 Q1
|
7/9/2026 |
14
|
$400 M
|
| FFG RETIREMENT ADVISORS LLC |
2026 Q2
|
7/9/2026 |
43
|
$190 M
|
| Charis Legacy Partners, LLC |
2026 Q2
|
7/9/2026 |
28
|
$81 M
|
| Kraft, Davis & Associates, LLC |
2026 Q2
|
7/9/2026 |
155
|
$480 M
|
| Kopp Family Office, LLC |
2026 Q2
|
7/9/2026 |
29
|
$160 M
|
| Defender Capital, LLC. |
2026 Q2
|
7/9/2026 |
37
|
$310 M
|
| VERUS CAPITAL PARTNERS, LLC |
2025 Q4 - RESTATEMENT
|
7/9/2026 |
507
|
$1.5 B
|
| VERUS CAPITAL PARTNERS, LLC |
2025 Q3 - RESTATEMENT
|
7/9/2026 |
467
|
$1.3 B
|
| Financial Management Professionals, Inc. |
2026 Q2
|
7/9/2026 |
1,055
|
$1.1 B
|
| VERUS CAPITAL PARTNERS, LLC |
2025 Q2 - RESTATEMENT
|
7/9/2026 |
412
|
$1.1 B
|
| HARRELL INVESTMENT PARTNERS, LLC |
2026 Q2
|
7/9/2026 |
144
|
$460 M
|
| VERUS CAPITAL PARTNERS, LLC |
2025 Q1 - RESTATEMENT
|
7/9/2026 |
429
|
$1.0 B
|
| First Bank & Trust |
2026 Q2
|
7/9/2026 |
416
|
$680 M
|
| VERUS CAPITAL PARTNERS, LLC |
2024 Q4 - RESTATEMENT
|
7/9/2026 |
409
|
$1.0 B
|
| SHRIER WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/9/2026 |
134
|
$300 M
|
| Perkins Coie Trust Co |
2026 Q2
|
7/9/2026 |
260
|
$600 M
|
| Hoffman, Alan N Investment Management |
2026 Q2
|
7/9/2026 |
14
|
$170 M
|
| VERUS CAPITAL PARTNERS, LLC |
2024 Q3 - RESTATEMENT
|
7/9/2026 |
406
|
$1.0 B
|
| VERUS CAPITAL PARTNERS, LLC |
2024 Q2 - RESTATEMENT
|
7/9/2026 |
395
|
$970 M
|
| Fulton Bank, N.A. |
2026 Q2
|
7/9/2026 |
963
|
$3.3 B
|
| Alliance Private Wealth, LLC |
2026 Q2
|
7/9/2026 |
82
|
$290 M
|
| AdviceOne Advisory Services, LLC |
2026 Q2
|
7/9/2026 |
45
|
$180 M
|
| Mendota Financial Group, LLC |
2026 Q2
|
7/9/2026 |
33
|
$160 M
|
| Choice Wealth Advisors LLC |
2026 Q2
|
7/9/2026 |
35
|
$280 M
|
| Wealthcare Advisory Partners LLC |
2026 Q2
|
7/9/2026 |
1,084
|
$5.3 B
|
| Paladin Wealth, LLC |
2026 Q2
|
7/9/2026 |
134
|
$170 M
|
| Legacy Wealth Asset Management, LLC |
2026 Q2
|
7/9/2026 |
380
|
$460 M
|
| Fluent Financial, LLC |
2026 Q2
|
7/9/2026 |
57
|
$280 M
|
| WEALTHCARE CAPITAL MANAGEMENT LLC |
2026 Q2
|
7/9/2026 |
105
|
$1.1 B
|
| Legacy Wealth Management, LLC |
2026 Q2
|
7/9/2026 |
30
|
$1.9 B
|
| Pettinga Financial Advisors LLC |
2026 Q2
|
7/9/2026 |
157
|
$620 M
|
| CAPITAL WEALTH MANAGEMENT, LLC |
2026 Q2
|
7/9/2026 |
39
|
$420 M
|
| Alliance Wealth Advisors, LLC |
2026 Q2
|
7/9/2026 |
173
|
$310 M
|
| Vertrix Wealth Management, LLC |
2026 Q2
|
7/9/2026 |
103
|
$300 M
|
| Melone Private Wealth, LLC |
2026 Q2
|
7/9/2026 |
58
|
$260 M
|
| DUDLEY & SHANLEY, INC. |
2026 Q2
|
7/9/2026 |
38
|
$660 M
|
| Allied Private Wealth LLC |
2026 Q2
|
7/9/2026 |
906
|
$160 M
|
| Kastel Capital Advisors, LLC |
2026 Q2
|
7/9/2026 |
57
|
$160 M
|
| IFC & Insurance Marketing, Inc. |
2026 Q2
|
7/9/2026 |
78
|
$110 M
|
| COREPATH WEALTH PARTNERS LLC |
2026 Q2
|
7/9/2026 |
46
|
$160 M
|
| HERBST GROUP, LLC |
2026 Q2
|
7/9/2026 |
65
|
$180 M
|
| TOWER TRUST & INVESTMENT Co |
2026 Q2
|
7/9/2026 |
248
|
$160 M
|
| Franklin, Parlapiano, Turner & Welch, LLC |
2026 Q2
|
7/9/2026 |
55
|
$440 M
|
| StoneCrest Wealth Management, Inc. |
2026 Q2
|
7/9/2026 |
73
|
$310 M
|
| Constitution Capital LLC |
2026 Q2
|
7/9/2026 |
62
|
$190 M
|
| Snow Phipps Group, LLC |
2026 Q2
|
7/9/2026 |
2
|
$330 M
|
| Ferguson Shapiro LLC |
2026 Q2
|
7/9/2026 |
91
|
$340 M
|
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. |
2026 Q2
|
7/9/2026 |
391
|
$570 M
|
| SAPIENT CAPITAL LLC |
2026 Q2 - RESTATEMENT
|
7/9/2026 |
396
|
$7.6 B
|
| First Nebraska Trust Co |
2018 Q3
|
7/9/2026 |
142
|
$590 M
|
| Shira Ridge Wealth Management |
2026 Q2
|
7/9/2026 |
83
|
$290 M
|
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP |
2026 Q2
|
7/9/2026 |
60
|
$130 M
|
| Atlas Brown,Inc. |
2026 Q2
|
7/9/2026 |
354
|
$370 M
|
| WORLD EQUITY GROUP, INC. |
2026 Q2
|
7/9/2026 |
375
|
$450 M
|
| Professional Financial Advisors, LLC |
2026 Q2
|
7/9/2026 |
146
|
$580 M
|
| Next Level Private LLC |
2026 Q2
|
7/9/2026 |
174
|
$510 M
|
| Focus Financial Network, Inc. |
2026 Q2
|
7/9/2026 |
764
|
$3.2 B
|
| First Nebraska Trust Co |
2018 Q4
|
7/9/2026 |
133
|
$490 M
|
| Arbor Wealth Advisors LLC |
2026 Q2
|
7/9/2026 |
60
|
$160 M
|
| Sherman Wealth Management LLC |
2026 Q2
|
7/9/2026 |
84
|
$130 M
|
| LVM CAPITAL MANAGEMENT LTD/MI |
2026 Q2
|
7/9/2026 |
163
|
$1.2 B
|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors |
2026 Q2
|
7/9/2026 |
493
|
$900 M
|
| STERLING INVESTMENT ADVISORS LLC /ADV |
2026 Q2
|
7/9/2026 |
38
|
$220 M
|
| Community Financial Services Group, LLC |
2026 Q2
|
7/9/2026 |
671
|
$690 M
|
| KMG FIDUCIARY PARTNERS, LLC |
2026 Q2
|
7/9/2026 |
207
|
$1.1 B
|
| William Howard & Co Financial Advisors Inc |
2026 Q2
|
7/9/2026 |
54
|
$130 M
|
| Redhawk Wealth Advisors, Inc. |
2026 Q2
|
7/9/2026 |
408
|
$1.0 B
|
| Marquette Asset Management, LLC |
2026 Q2
|
7/9/2026 |
831
|
$780 M
|
| Sage Capital Advisors,llc |
2026 Q2
|
7/9/2026 |
140
|
$480 M
|
| Highland Financial Advisors, LLC |
2026 Q2
|
7/9/2026 |
73
|
$450 M
|
| Carolina Wealth Advisors, LLC |
2026 Q2
|
7/9/2026 |
278
|
$260 M
|
| FC Advisory LLC |
2026 Q2
|
7/9/2026 |
118
|
$380 M
|
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV |
2026 Q1
|
7/9/2026 |
56
|
$190 M
|
| SMI Advisory Services, LLC |
2026 Q2
|
7/9/2026 |
86
|
$620 M
|
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV |
2025 Q4
|
7/9/2026 |
54
|
$170 M
|
| ShankerValleau Wealth Advisors, Inc. |
2026 Q2
|
7/9/2026 |
40
|
$380 M
|
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV |
2025 Q3
|
7/9/2026 |
52
|
$170 M
|
| Fulcrum Equity Management |
2026 Q2
|
7/9/2026 |
144
|
$140 M
|
| THOR INVESTMENT MANAGEMENT INC /OH/ /ADV |
2025 Q2
|
7/9/2026 |
53
|
$150 M
|
| BONNESS ENTERPRISES INC |
2026 Q2
|
7/9/2026 |
56
|
$310 M
|
| Pacific Capital Wealth Advisors, Inc. |
2026 Q2
|
7/9/2026 |
92
|
$660 M
|
| FFG Partners, LLC |
2026 Q2
|
7/9/2026 |
42
|
$350 M
|
| CMH Wealth Management LLC |
2026 Q2
|
7/9/2026 |
117
|
$660 M
|
| NORTHWESTERN UNIVERSITY |
2026 Q2
|
7/9/2026 |
5
|
$63 M
|
| Affiance Financial, LLC |
2026 Q2
|
7/9/2026 |
111
|
$700 M
|
| A&I FINANCIAL SERVICES, LLC |
2026 Q2
|
7/9/2026 |
75
|
$230 M
|
| Infinity Wealth Counsel, LLC |
2026 Q2
|
7/9/2026 |
65
|
$120 M
|
| LVZ, Inc. |
2026 Q2
|
7/9/2026 |
177
|
$980 M
|
| Piscataqua Savings Bank |
2026 Q2
|
7/9/2026 |
505
|
$150 M
|
| Safir Wealth Advisors, LLC |
2026 Q2
|
7/9/2026 |
17
|
$150 M
|
| LifeGuide Financial Advisors, LLC |
2026 Q2
|
7/9/2026 |
47
|
$350 M
|
| Lantz Financial LLC |
2026 Q2
|
7/9/2026 |
259
|
$550 M
|
| Stablepoint Partners, LLC |
2026 Q2
|
7/9/2026 |
260
|
$720 M
|
| MEMBERS WEALTH LLC |
2026 Q2
|
7/9/2026 |
120
|
$180 M
|
| Henry James International Management Inc. |
2026 Q2
|
7/9/2026 |
91
|
$330 M
|
| EAGLE WEALTH STRATEGIES LLC |
2026 Q2
|
7/9/2026 |
118
|
$260 M
|
| JUNCTURE WEALTH STRATEGIES, LLC |
2026 Q2
|
7/9/2026 |
179
|
$380 M
|
| Dominguez Wealth Management Solutions, Inc. |
2026 Q2
|
7/9/2026 |
75
|
$180 M
|