| Adams Asset Advisors, LLC |
2025 Q2
|
7/7/2025 |
77
|
$730 M
|
| HMS Capital Management, LLC |
2025 Q2
|
7/7/2025 |
106
|
$220 M
|
| Verde Capital Management |
2025 Q2
|
7/7/2025 |
65
|
$410 M
|
| Fractal Investments LLC |
2025 Q2
|
7/7/2025 |
76
|
$700 M
|
| Kings Path Partners LLC |
2025 Q2
|
7/7/2025 |
283
|
$250 M
|
| Whitaker-Myers Wealth Managers, LTD. |
2025 Q2
|
7/7/2025 |
109
|
$400 M
|
| Upper Left Wealth Management, LLC |
2025 Q2
|
7/7/2025 |
65
|
$150 M
|
| Investors Research Corp |
2025 Q2
|
7/7/2025 |
925
|
$510 M
|
| LWM ADVISORS INC |
2025 Q2
|
7/7/2025 |
29
|
$100 M
|
| Wealth Alliance Advisory Group, LLC |
2025 Q2
|
7/7/2025 |
186
|
$530 M
|
| Hedges Asset Management LLC |
2025 Q2
|
7/7/2025 |
101
|
$120 M
|
| Park Edge Advisors, LLC |
2025 Q2
|
7/7/2025 |
143
|
$390 M
|
| Teamwork Financial Advisors, LLC |
2025 Q2
|
7/7/2025 |
190
|
$860 M
|
| Fox Hill Wealth Management |
2025 Q2
|
7/7/2025 |
121
|
$190 M
|
| Value Partners Investments Inc. |
2025 Q2
|
7/7/2025 |
101
|
$1.3 B
|
| Veery Capital, LLC |
2025 Q2
|
7/7/2025 |
94
|
$290 M
|
| St. Clair Advisors, LLC |
2025 Q2
|
7/7/2025 |
80
|
$380 M
|
| Accelerate Investment Advisors LLC |
2025 Q2
|
7/7/2025 |
115
|
$130 M
|
| Pacific Capital Partners Ltd |
2025 Q2
|
7/7/2025 |
42
|
$110 M
|
| Good Steward Wealth Advisors,LLC |
2025 Q2
|
7/7/2025 |
94
|
$130 M
|
| ZEVENBERGEN CAPITAL INVESTMENTS LLC |
2025 Q2
|
7/7/2025 |
177
|
$5.1 B
|
| Vishria Bird Financial Group, LLC |
2025 Q2
|
7/7/2025 |
89
|
$300 M
|
| Somerset Trust Co |
2025 Q2
|
7/7/2025 |
231
|
$310 M
|
| Porter White Investment Advisors, Inc. |
2024 Q2
|
7/7/2025 |
32
|
$190 M
|
| Enterprise Bank & Trust Co |
2025 Q2
|
7/7/2025 |
135
|
$270 M
|
| Porter White Investment Advisors, Inc. |
2024 Q3
|
7/7/2025 |
33
|
$200 M
|
| Versant Capital Management, Inc |
2025 Q2
|
7/7/2025 |
2,631
|
$660 M
|
| PEAK FINANCIAL ADVISORS LLC |
2025 Q2
|
7/7/2025 |
87
|
$200 M
|
| Osprey Private Wealth LLC |
2025 Q2
|
7/7/2025 |
50
|
$180 M
|
| Trust Co |
2025 Q2
|
7/7/2025 |
414
|
$890 M
|
| FIRST COMMUNITY TRUST NA |
2025 Q2
|
7/7/2025 |
326
|
$120 M
|
| DELPHI MANAGEMENT INC /MA/ |
2025 Q2
|
7/7/2025 |
80
|
$100 k
|
| Insight Wealth Strategies, LLC |
2025 Q2
|
7/7/2025 |
171
|
$790 M
|
| Retirement Wealth Solutions LLC |
2025 Q2
|
7/7/2025 |
445
|
$140 M
|
| M & L Capital Management Ltd |
2025 Q2
|
7/7/2025 |
25
|
$440 M
|
| Team Hewins, LLC |
2025 Q1
|
7/7/2025 |
26
|
$230 M
|
| Dominguez Wealth Management Solutions, Inc. |
2025 Q2
|
7/7/2025 |
61
|
$140 M
|
| Brio Consultants, LLC |
2025 Q1 - RESTATEMENT
|
7/7/2025 |
119
|
$640 M
|
| First Citizens Financial Corp |
2025 Q2
|
7/7/2025 |
126
|
$180 M
|
| General Partner, Inc. |
2025 Q2
|
7/7/2025 |
268
|
$170 M
|
| Modus Advisors, LLC |
2025 Q2
|
7/7/2025 |
111
|
$340 M
|
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. |
2025 Q2
|
7/7/2025 |
56
|
$160 M
|
| Global Wealth Strategies & Associates |
2025 Q2
|
7/7/2025 |
378
|
$350 M
|
| LBJ Family Wealth Advisors, Ltd. |
2025 Q2
|
7/7/2025 |
27
|
$170 k
|
| ARMSTRONG HENRY H ASSOCIATES INC |
2025 Q2
|
7/7/2025 |
58
|
$1.1 B
|
| WALNUT PRIVATE EQUITY PARTNERS, LLC |
2025 Q2
|
7/7/2025 |
13
|
$170 M
|
| Roxbury Financial LLC |
2025 Q2
|
7/7/2025 |
362
|
$100 M
|
| Greenfield Savings Bank |
2025 Q2
|
7/7/2025 |
145
|
$220 M
|
| Nova Wealth Management, Inc. |
2025 Q2 - NEW HOLDINGS
|
7/7/2025 |
743
|
$140 M
|
| OMNI 360 Wealth, Inc. |
2025 Q2
|
7/7/2025 |
211
|
$200 M
|
| ABNER HERRMAN & BROCK LLC |
2025 Q2
|
7/7/2025 |
55
|
$900 k
|
| Bangor Savings Bank |
2025 Q2
|
7/7/2025 |
712
|
$1.1 B
|
| Platt Investment Counsel, LLC |
2025 Q2
|
7/7/2025 |
9
|
$110 M
|
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. |
2025 Q2
|
7/7/2025 |
|
$0
|
| SALEM INVESTMENT COUNSELORS INC |
2025 Q2
|
7/7/2025 |
1,170
|
$3.2 B
|
| LIFE LINE WEALTH MANAGEMENT LLC |
2025 Q2
|
7/7/2025 |
35
|
$310 M
|
| Seilern Investment Management Ltd |
2025 Q2
|
7/7/2025 |
22
|
$1.5 B
|
| Aletheian Wealth Advisors LLC |
2025 Q2
|
7/7/2025 |
100
|
$200 M
|
| Peterson Wealth Advisors, LLC |
2025 Q2
|
7/7/2025 |
97
|
$610 M
|
| Discipline Wealth Solutions, LLC |
2025 Q2
|
7/7/2025 |
92
|
$260 M
|
| Centurion Wealth Management LLC |
2025 Q2
|
7/7/2025 |
236
|
$350 M
|
| Douglas Lane & Associates, LLC |
2025 Q2
|
7/7/2025 |
238
|
$6.9 B
|
| Taylor & Morgan Wealth Management, LLC |
2025 Q2
|
7/7/2025 |
70
|
$150 M
|
| TruWealth Advisors, LLC |
2025 Q2
|
7/7/2025 |
176
|
$1.8 B
|
| GuoLine Advisory Pte Ltd |
2025 Q2
|
7/7/2025 |
21
|
$940 M
|
| FIRST HAWAIIAN BANK |
2025 Q2
|
7/3/2025 |
155
|
$740 M
|
| Trinity Financial Advisors LLC |
2025 Q2
|
7/3/2025 |
91
|
$330 M
|
| Schreiber John |
2025 Q1 - RESTATEMENT
|
7/3/2025 |
1
|
$0
|
| ARVEST INVESTMENTS, INC. |
2025 Q2
|
7/3/2025 |
175
|
$660 M
|
| CPA Asset Management LLC |
2025 Q2
|
7/3/2025 |
83
|
$240 M
|
| Whitcomb & Hess, Inc. |
2025 Q2
|
7/3/2025 |
54
|
$350 M
|
| LAM GROUP, INC. |
2025 Q2
|
7/3/2025 |
73
|
$150 M
|
| Garde Capital, Inc. |
2025 Q2
|
7/3/2025 |
854
|
$1.9 B
|
| COLLECTIVE FAMILY OFFICE LLC |
2025 Q2
|
7/3/2025 |
158
|
$390 M
|
| Higgins & Schmidt Wealth Strategies LLC |
2025 Q2
|
7/3/2025 |
50
|
$180 M
|
| TrueWealth Advisors, LLC |
2025 Q2
|
7/3/2025 |
217
|
$340 M
|
| McLean Asset Management Corp |
2025 Q2
|
7/3/2025 |
161
|
$380 M
|
| Sage Capital Advisors,llc |
2025 Q2
|
7/3/2025 |
133
|
$410 M
|
| Key Colony Management, LLC |
2025 Q2
|
7/3/2025 |
7
|
$88 M
|
| Stairway Partners, LLC |
2025 Q2
|
7/3/2025 |
18
|
$1.8 B
|
| Trust Co of the South |
2025 Q2
|
7/3/2025 |
136
|
$560 M
|
| Stephens Group, LLC |
2025 Q2
|
7/3/2025 |
3
|
$180 M
|
| FIDUCIARY FINANCIAL GROUP, LLC |
2025 Q2
|
7/2/2025 |
298
|
$550 M
|
| JBGlobal.com LLC |
2025 Q2
|
7/2/2025 |
28
|
$96 M
|
| City Center Advisors, LLC |
2025 Q2
|
7/2/2025 |
164
|
$93 M
|
| Norway Savings Bank |
2025 Q2
|
7/2/2025 |
177
|
$190 M
|
| Capital Market Strategies LLC |
2025 Q2
|
7/2/2025 |
139
|
$140 M
|
| S. R. Schill & Associates |
2025 Q2
|
7/2/2025 |
26
|
$140 M
|
| Michael S. Ryan, Inc. |
2025 Q2
|
7/2/2025 |
48
|
$160 M
|
| McAlister, Sweet & Associates, Inc. |
2025 Q2
|
7/2/2025 |
28
|
$110 M
|
| InvesTrust |
2025 Q2
|
7/2/2025 |
94
|
$260 M
|
| BANK OF NOVA SCOTIA |
2025 Q1 - RESTATEMENT
|
7/2/2025 |
1,370
|
$45 B
|
| HAMILTON LANE ADVISORS LLC |
2025 Q2
|
7/2/2025 |
14
|
$140 M
|
| BANK OF NOVA SCOTIA |
2024 Q4 - RESTATEMENT
|
7/2/2025 |
1,389
|
$57 B
|
| Boston Standard Wealth Management, LLC |
2025 Q2
|
7/2/2025 |
48
|
$560 M
|
| Dentgroup LLC |
2025 Q2
|
7/2/2025 |
89
|
$140 M
|
| HBW ADVISORY SERVICES LLC |
2025 Q2
|
7/2/2025 |
399
|
$810 M
|
| HOWARD FINANCIAL SERVICES, LTD. |
2025 Q2
|
7/2/2025 |
183
|
$760 M
|
| DOLIVER ADVISORS, LP |
2025 Q2
|
7/2/2025 |
167
|
$370 M
|
| Helen Stephens Group, LLC |
2025 Q2
|
7/2/2025 |
88
|
$400 M
|