| CGN Advisors LLC |
2025 Q3
|
10/9/2025 |
304
|
$1.2 B
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
2025 Q3
|
10/9/2025 |
1,202
|
$7.6 B
|
| Independence Bank of Kentucky |
2025 Q3
|
10/9/2025 |
623
|
$780 M
|
| WALNUT PRIVATE EQUITY PARTNERS, LLC |
2025 Q3
|
10/9/2025 |
13
|
$180 M
|
| BAKER TILLY WEALTH MANAGEMENT, LLC |
2025 Q3
|
10/9/2025 |
275
|
$440 M
|
| Cascade Investment Advisors, Inc. |
2025 Q3
|
10/9/2025 |
115
|
$170 M
|
| AdvisorNet Financial, Inc |
2025 Q3
|
10/9/2025 |
2,250
|
$1.8 B
|
| Meadowbrook Wealth Management, LLC |
2025 Q3
|
10/9/2025 |
84
|
$96 M
|
| Lifestyle Asset Management, Inc. |
2025 Q3
|
10/9/2025 |
135
|
$290 M
|
| Two Point Capital Management, Inc. |
2025 Q3
|
10/9/2025 |
25
|
$250 M
|
| BRADY FAMILY WEALTH, LLC |
2025 Q3
|
10/9/2025 |
110
|
$320 M
|
| Centurion Wealth Management LLC |
2025 Q3
|
10/9/2025 |
311
|
$440 M
|
| Ridgepath Capital Management LLC |
2025 Q3
|
10/9/2025 |
48
|
$230 M
|
| L. Roy Papp & Associates, LLP |
2025 Q3
|
10/9/2025 |
182
|
$890 M
|
| McHugh Group, LLC |
2025 Q3
|
10/9/2025 |
77
|
$170 M
|
| TradeWell Securities, LLC. |
2025 Q3
|
10/9/2025 |
45
|
$240 M
|
| JACKSON SQUARE CAPITAL, LLC |
2025 Q3
|
10/9/2025 |
144
|
$460 M
|
| Secure Asset Management, LLC |
2025 Q3
|
10/9/2025 |
312
|
$610 M
|
| SURIENCE PRIVATE WEALTH LLC |
2025 Q3
|
10/9/2025 |
44
|
$110 M
|
| Financial Enhancement Group LLC |
2025 Q3
|
10/9/2025 |
132
|
$750 M
|
| Norman Fields, Gottscho Capital Management, LLC |
2025 Q3
|
10/9/2025 |
64
|
$310 M
|
| IVC Wealth Advisors LLC |
2025 Q3
|
10/9/2025 |
183
|
$220 M
|
| Sprinkle Financial Consultants LLC |
2025 Q3
|
10/9/2025 |
84
|
$180 M
|
| TOTH FINANCIAL ADVISORY CORP |
2025 Q3
|
10/9/2025 |
770
|
$930 M
|
| VALUE HOLDINGS MANAGEMENT CO. LLC |
2025 Q3
|
10/9/2025 |
32
|
$620 M
|
| Capstone Wealth Management, LLC |
2025 Q3
|
10/9/2025 |
50
|
$130 M
|
| SHELTON WEALTH MANAGEMENT, LLC |
2025 Q3
|
10/9/2025 |
152
|
$220 M
|
| Whitcomb & Hess, Inc. |
2025 Q3
|
10/9/2025 |
57
|
$390 M
|
| Curated Wealth Partners LLC |
2025 Q3
|
10/9/2025 |
266
|
$830 M
|
| Sowa Financial Group, Inc. |
2025 Q3
|
10/9/2025 |
26
|
$180 M
|
| Compton Wealth Advisory Group, LLC |
2025 Q3
|
10/9/2025 |
83
|
$430 M
|
| Kessler Investment Group, LLC |
2025 Q3
|
10/9/2025 |
82
|
$230 M
|
| ACT Advisors, LLC. |
2025 Q3
|
10/9/2025 |
73
|
$250 M
|
| ABS Direct Equity Fund LLC |
2025 Q3
|
10/9/2025 |
29
|
$70 M
|
| Perkins Coie Trust Co |
2025 Q3
|
10/9/2025 |
307
|
$530 M
|
| LVM CAPITAL MANAGEMENT LTD/MI |
2025 Q3
|
10/9/2025 |
165
|
$1.0 B
|
| ZEVENBERGEN CAPITAL INVESTMENTS LLC |
2025 Q3
|
10/9/2025 |
178
|
$5.1 B
|
| BDF-GESTION |
2025 Q3
|
10/9/2025 |
143
|
$850 M
|
| LEGACY SOLUTIONS, LLC |
2025 Q3
|
10/9/2025 |
78
|
$110 M
|
| Newman Dignan & Sheerar, Inc. |
2025 Q3
|
10/9/2025 |
180
|
$460 M
|
| Astoria Portfolio Advisors LLC. |
2025 Q3
|
10/9/2025 |
269
|
$380 M
|
| LOUISBOURG INVESTMENTS INC. |
2025 Q3
|
10/9/2025 |
208
|
$460 M
|
| Adams Asset Advisors, LLC |
2025 Q3
|
10/9/2025 |
81
|
$780 M
|
| Marathon Strategic Advisors, LLC |
2025 Q3
|
10/9/2025 |
50
|
$120 M
|
| Rockingstone Advisors LLC |
2025 Q3
|
10/9/2025 |
107
|
$200 M
|
| CENTRAL BANK & TRUST CO |
2025 Q3
|
10/9/2025 |
209
|
$630 M
|
| FRANKLIN STREET ADVISORS INC /NC |
2025 Q3
|
10/9/2025 |
170
|
$1.7 B
|
| U.S. Capital Wealth Advisors, LLC |
2025 Q3
|
10/9/2025 |
953
|
$3.7 B
|
| Prentice Wealth Management LLC |
2025 Q3
|
10/9/2025 |
112
|
$410 M
|
| OxenFree Capital LLC |
2025 Q3
|
10/9/2025 |
47
|
$180 M
|
| Princeton Global Asset Management LLC |
2025 Q3
|
10/9/2025 |
762
|
$600 M
|
| BREAKTHRU ADVISORY SERVICES, LLC |
2025 Q3
|
10/9/2025 |
62
|
$150 M
|
| Kennebec Savings Bank |
2025 Q3
|
10/9/2025 |
258
|
$110 M
|
| Phraction Management LLC |
2025 Q3
|
10/9/2025 |
66
|
$350 M
|
| WALLER FINANCIAL PLANNING GROUP, INC |
2025 Q3
|
10/9/2025 |
71
|
$440 M
|
| Redhawk Wealth Advisors, Inc. |
2025 Q3
|
10/9/2025 |
338
|
$860 M
|
| Voya Investment Management LLC |
2025 Q3
|
10/9/2025 |
3,824
|
$100 B
|
| Voya Financial Advisors, Inc. |
2025 Q3
|
10/9/2025 |
221
|
$1.0 B
|
| Board of the Pension Protection Fund |
2025 Q3
|
10/9/2025 |
144
|
$100 M
|
| Sky Investment Group LLC |
2025 Q3
|
10/9/2025 |
143
|
$600 M
|
| Bath Savings Trust Co |
2025 Q3
|
10/9/2025 |
269
|
$1.0 B
|
| Ridgepath Capital Management LLC |
2025 Q2
|
10/9/2025 |
47
|
$220 M
|
| Richard P Slaughter Associates Inc |
2025 Q3
|
10/9/2025 |
109
|
$460 M
|
| Kampmann Melissa S. |
2025 Q3
|
10/9/2025 |
77
|
$140 M
|
| Bay Harbor Wealth Management, LLC |
2025 Q3
|
10/9/2025 |
1,289
|
$370 M
|
| Stillwater Capital Advisors, LLC |
2025 Q3
|
10/9/2025 |
71
|
$890 M
|
| ShankerValleau Wealth Advisors, Inc. |
2025 Q3
|
10/9/2025 |
42
|
$390 M
|
| Baskin Financial Services Inc. |
2025 Q3
|
10/9/2025 |
52
|
$1.4 B
|
| Harbour Capital Advisors, LLC |
2025 Q3
|
10/9/2025 |
277
|
$490 M
|
| Hummer Financial Advisory Services Inc |
2025 Q3
|
10/9/2025 |
114
|
$140 M
|
| Peak Financial Management, Inc. |
2025 Q3
|
10/9/2025 |
101
|
$380 M
|
| Affinity Capital Advisors, LLC |
2025 Q3
|
10/9/2025 |
153
|
$650 M
|
| Crocodile Capital Partners GmbH |
2025 Q3
|
10/9/2025 |
12
|
$120 M
|
| Allodium Investment Consultants, LLC |
2025 Q3
|
10/9/2025 |
51
|
$180 M
|
| Verisail Partners, LLC |
2025 Q3
|
10/9/2025 |
23
|
$240 M
|
| MITCHELL & PAHL PRIVATE WEALTH, LLC |
2025 Q3
|
10/9/2025 |
144
|
$240 M
|
| IMZ Advisory Inc |
2025 Q3
|
10/9/2025 |
41
|
$270 M
|
| Addenda Capital Inc. |
2025 Q3
|
10/9/2025 |
126
|
$3.4 B
|
| Dynamic Advisor Solutions LLC |
2025 Q3
|
10/9/2025 |
932
|
$3.4 B
|
| ECLECTIC ASSOCIATES INC /ADV |
2025 Q3
|
10/9/2025 |
123
|
$540 M
|
| Fermata Advisors, LLC |
2025 Q3
|
10/9/2025 |
211
|
$390 M
|
| Systrade AG |
2025 Q3
|
10/9/2025 |
12
|
$140 M
|
| Stokes Capital Advisors, LLC |
2025 Q3
|
10/9/2025 |
68
|
$430 M
|
| CYPRESS FINANCIAL PLANNING LLC |
2025 Q3
|
10/9/2025 |
89
|
$330 M
|
| Guardian Financial Partners, LLC |
2025 Q3
|
10/9/2025 |
63
|
$240 M
|
| Halter Ferguson Financial Inc. |
2025 Q3
|
10/9/2025 |
33
|
$440 M
|
| Divergent Planning, LLC |
2025 Q3
|
10/9/2025 |
35
|
$340 M
|
| Gainplan LLC |
2025 Q3
|
10/9/2025 |
61
|
$240 M
|
| BUCKHEAD CAPITAL MANAGEMENT LLC |
2025 Q3
|
10/9/2025 |
127
|
$280 M
|
| Archer Investment Management, LLC |
2025 Q3
|
10/9/2025 |
59
|
$160 M
|
| CHAPIN DAVIS, INC. |
2025 Q3
|
10/9/2025 |
247
|
$410 M
|
| Prosperity Planning, Inc. |
2025 Q3
|
10/9/2025 |
109
|
$370 M
|
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. |
2025 Q3
|
10/9/2025 |
365
|
$520 M
|
| Dakota Community Bank & Trust NA |
2025 Q3
|
10/9/2025 |
122
|
$25 M
|
| CENTRAL VALLEY ADVISORS, LLC |
2025 Q3
|
10/9/2025 |
178
|
$320 M
|
| Park Edge Advisors, LLC |
2025 Q3
|
10/9/2025 |
146
|
$430 M
|
| North Capital, Inc. |
2025 Q3
|
10/9/2025 |
730
|
$130 M
|
| Whalen Wealth Management Inc. |
2025 Q3
|
10/9/2025 |
176
|
$170 M
|
| RIVERSEDGE ADVISORS, LLC |
2025 Q3
|
10/9/2025 |
198
|
$600 M
|
| Peterson Wealth Advisors, LLC |
2025 Q3
|
10/9/2025 |
99
|
$670 M
|