| 4/20/2026 |
RFG Advisory, LLC
|
Mar 2026 |
$5.4B
|
1,037 |
EDGAR ↗
|
| 4/20/2026 |
Miller Howard Investments Inc /Ny
|
Mar 2026 |
$3.7B
|
138 |
EDGAR ↗
|
| 4/20/2026 |
Meyer Handelman Co
|
Mar 2026 |
$3.2B
|
270 |
EDGAR ↗
|
| 4/20/2026 |
Fifth Third Wealth Advisors LLC
|
Mar 2026 |
$3.0B
|
812 |
EDGAR ↗
|
| 4/20/2026 |
Banque Cantonale Vaudoise
|
Mar 2026 |
$2.7B
|
960 |
EDGAR ↗
|
| 4/20/2026 |
Foster Victor Wealth Advisors, LLC
|
Mar 2026 |
$1.7B
|
243 |
EDGAR ↗
|
| 4/20/2026 |
McKinley Carter Wealth Services, Inc.
|
Mar 2026 |
$1.7B
|
307 |
EDGAR ↗
|
| 4/20/2026 |
Segment Wealth Management, LLC
|
Mar 2026 |
$1.7B
|
309 |
EDGAR ↗
|
| 4/20/2026 |
Silver Oak Securities, Incorporated
|
Mar 2026 |
$1.4B
|
781 |
EDGAR ↗
|
| 4/20/2026 |
Godsey & Gibb, Inc
|
Mar 2026 |
$1.1B
|
389 |
EDGAR ↗
|
| 4/20/2026 |
LVW Advisors, LLC
|
Mar 2026 |
$1.0B
|
436 |
EDGAR ↗
|
| 4/20/2026 |
Tanager Wealth Management LLP
|
Mar 2026 |
$1.0B
|
145 |
EDGAR ↗
|
| 4/20/2026 |
Focused Wealth Management, Inc
|
Mar 2026 |
$964M
|
228 |
EDGAR ↗
|
| 4/20/2026 |
Dock Street Asset Management Inc
|
Mar 2026 |
$951M
|
58 |
EDGAR ↗
|
| 4/20/2026 |
Provenance Wealth Advisors, LLC
|
Mar 2026 |
$945M
|
412 |
EDGAR ↗
|
| 4/20/2026 |
Parkway Wealth Management Group, LLC
|
Mar 2026 |
$791M
|
137 |
EDGAR ↗
|
| 4/20/2026 |
Breakwater Capital Group
|
Mar 2026 |
$747M
|
373 |
EDGAR ↗
|
| 4/20/2026 |
Nexus Investment Management ULC
|
Mar 2026 |
$715M
|
70 |
EDGAR ↗
|
| 4/20/2026 |
MinichMacGregor Wealth Management, LLC
|
Mar 2026 |
$567M
|
136 |
EDGAR ↗
|
| 4/20/2026 |
Factor Wealth Management LTD
|
Mar 2026 |
$532M
|
162 |
EDGAR ↗
|
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