|
Sharkey, Howes & Javer
|
$742.3B
|
153
|
Mar 2026
|
|
Allegheny Financial Group
|
$741.8B
|
290
|
Mar 2026
|
|
James J. Burns & Company, LLC
|
$737.0B
|
155
|
Mar 2026
|
|
AIGH Capital Management LLC
|
$733.2B
|
85
|
Mar 2026
|
|
Berman McAleer LLC
|
$733.0B
|
162
|
Mar 2026
|
|
Capital World Investors
|
$732.9B
|
620
|
Mar 2026
|
|
GFI Investment Counsel Ltd.
|
$731.5B
|
24
|
Mar 2026
|
|
ACORN FINANCIAL ADVISORY SERVICES INC /ADV
|
$729.8B
|
215
|
Mar 2026
|
|
Meridian Wealth Partners, LLC
|
$728.6B
|
118
|
Mar 2026
|
|
TRAN CAPITAL MANAGEMENT, L.P.
|
$728.3B
|
71
|
Mar 2026
|
|
Klaas Financial Asset Advisors, LLC
|
$724.2B
|
59
|
Mar 2026
|
|
TLT Family Holdco ULC
|
$724.1B
|
8
|
Mar 2026
|
|
Vivaldi Capital Management LP
|
$723.5B
|
290
|
Mar 2026
|
|
FAGAN ASSOCIATES, INC.
|
$719.2B
|
135
|
Mar 2026
|
|
Nexus Investment Management ULC
|
$715.1B
|
70
|
Mar 2026
|
|
Defilade Capital Management, L.P.
|
$712.2B
|
31
|
Mar 2026
|
|
Alvarez & Marsal Private Wealth Partners, LLC
|
$712.2B
|
177
|
Mar 2026
|
|
DEAN INVESTMENT ASSOCIATES, LLC
|
$710.4B
|
190
|
Mar 2026
|
|
Northstar Group, Inc.
|
$707.4B
|
166
|
Mar 2026
|
|
Mirador Capital Partners LP
|
$706.4B
|
205
|
Mar 2026
|
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