| LIBRA WEALTH LLC |
2025 Q2
|
7/25/2025 |
69
|
$310 M
|
| RETIREMENT PLANNING GROUP, LLC / NY |
2025 Q2
|
7/25/2025 |
77
|
$110 M
|
| G2 CAPITAL MANAGEMENT, LLC / OH |
2025 Q2
|
7/25/2025 |
64
|
$360 M
|
| Clarendon Private LLC |
2025 Q2
|
7/25/2025 |
100
|
$100 M
|
| CCG WEALTH MANAGEMENT, LLC |
2025 Q2
|
7/25/2025 |
80
|
$190 M
|
| GW HENSSLER & ASSOCIATES LTD |
2025 Q2
|
7/25/2025 |
186
|
$1.9 B
|
| Alpha Financial Partners, LLC |
2025 Q2
|
7/25/2025 |
89
|
$140 M
|
| ACORN CREEK CAPITAL LLC |
2025 Q2
|
7/25/2025 |
75
|
$240 M
|
| MITCHELL SINKLER & STARR/PA |
2025 Q2
|
7/25/2025 |
144
|
$210 M
|
| First Trust Capital Management L.P. |
2024 Q4 - RESTATEMENT
|
7/25/2025 |
102
|
$1.3 B
|
| Ruedi Wealth Management, Inc. |
2025 Q2
|
7/25/2025 |
55
|
$340 M
|
| Lion Street Advisors, LLC |
2025 Q2
|
7/25/2025 |
274
|
$330 M
|
| Charles Schwab Trust Bank |
2025 Q2
|
7/25/2025 |
1
|
$95 M
|
| MOKAN Wealth Management Inc. |
2025 Q2
|
7/25/2025 |
82
|
$180 M
|
| HAZLETT, BURT & WATSON, INC. |
2025 Q2
|
7/25/2025 |
9,591
|
$240 M
|
| Allspring Global Investments Holdings, LLC |
2025 Q2
|
7/25/2025 |
3,156
|
$60 B
|
| Carbahal Olsen Financial Services Group, LLC |
2025 Q2
|
7/25/2025 |
36
|
$120 M
|
| RHS Financial, LLC |
2025 Q2
|
7/25/2025 |
131
|
$180 M
|
| Almanack Investment Partners, LLC. |
2025 Q2
|
7/25/2025 |
206
|
$630 M
|
| Alta Advisers Ltd |
2025 Q2
|
7/25/2025 |
248
|
$280 M
|
| Commonwealth Financial Services, LLC |
2025 Q2
|
7/25/2025 |
215
|
$520 M
|
| Maestria Partners LLC |
2025 Q2
|
7/25/2025 |
14
|
$290 M
|
| Valley Brook Capital Group, Inc. |
2025 Q2
|
7/25/2025 |
115
|
$130 M
|
| Pandora Wealth, Inc. |
2025 Q2
|
7/25/2025 |
298
|
$160 M
|
| Landmark Wealth Management, LLC |
2025 Q2
|
7/25/2025 |
87
|
$230 M
|
| WestBridge Capital Management, LLC |
2025 Q2
|
7/25/2025 |
1
|
$200 M
|
| LRI Investments, LLC |
2025 Q2
|
7/25/2025 |
1,552
|
$1.2 B
|
| Prostatis Group LLC |
2025 Q2
|
7/25/2025 |
156
|
$350 M
|
| CRITERIA CAIXA, S.A.U. |
2025 Q2
|
7/25/2025 |
19
|
$760 M
|
| Brightwater Advisory LLC |
2025 Q2
|
7/25/2025 |
61
|
$130 M
|
| Legal Advantage Investments, Inc. |
2025 Q2
|
7/25/2025 |
94
|
$210 M
|
| Orca Investment Management, LLC |
2025 Q2
|
7/25/2025 |
60
|
$110 M
|
| Midwest Capital Advisors, LLC |
2025 Q2
|
7/25/2025 |
188
|
$190 M
|
| CWM, LLC |
2025 Q2
|
7/25/2025 |
5,277
|
$28 B
|
| Transcendent Capital Group LLC |
2025 Q2
|
7/25/2025 |
99
|
$190 M
|
| Willow Creek Wealth Management Inc. |
2024 Q3
|
7/25/2025 |
155
|
$950 M
|
| Willow Creek Wealth Management Inc. |
2024 Q2
|
7/25/2025 |
149
|
$880 M
|
| Willow Creek Wealth Management Inc. |
2024 Q1
|
7/25/2025 |
153
|
$860 M
|
| Quantum Financial Planning Services, Inc. |
2025 Q2
|
7/25/2025 |
46
|
$210 M
|
| MERITAGE PORTFOLIO MANAGEMENT |
2025 Q2
|
7/25/2025 |
327
|
$1.6 B
|
| SPC Financial, Inc. |
2025 Q2
|
7/25/2025 |
262
|
$1.2 B
|
| Second Half Financial Partners, LLC |
2025 Q2
|
7/25/2025 |
90
|
$210 M
|
| CHECK CAPITAL MANAGEMENT INC/CA |
2025 Q2
|
7/25/2025 |
67
|
$3.0 B
|
| Gibson Capital, LLC |
2025 Q2
|
7/25/2025 |
123
|
$510 M
|
| Ackerman Capital Advisors, LLC |
2025 Q2
|
7/25/2025 |
112
|
$430 M
|
| LODESTAR PRIVATE ASSET MANAGEMENT LLC |
2025 Q2
|
7/25/2025 |
222
|
$870 M
|
| Franklin, Parlapiano, Turner & Welch, LLC |
2025 Q2
|
7/25/2025 |
51
|
$380 M
|
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. |
2025 Q2
|
7/25/2025 |
56
|
$850 M
|
| MEANS INVESTMENT CO., INC. |
2025 Q2
|
7/25/2025 |
195
|
$1.1 B
|
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE |
2025 Q2
|
7/25/2025 |
97
|
$540 M
|
| Sippican Capital Advisors |
2025 Q2
|
7/25/2025 |
112
|
$140 M
|
| ADVOCATE GROUP LLC |
2025 Q2
|
7/25/2025 |
119
|
$560 M
|
| Strategic Point Investment Advisors, LLC |
2025 Q2
|
7/25/2025 |
34
|
$650 M
|
| OFI INVEST ASSET MANAGEMENT |
2025 Q2
|
7/25/2025 |
313
|
$4.0 B
|
| Wealth Advisory Team LLC |
2025 Q2
|
7/25/2025 |
38
|
$110 M
|
| BSN CAPITAL PARTNERS Ltd |
2025 Q2
|
7/25/2025 |
20
|
$1.3 B
|
| Miramar Fiduciary Corp |
2025 Q2
|
7/25/2025 |
5
|
$120 M
|
| LINCLUDEN MANAGEMENT LTD |
2025 Q2
|
7/25/2025 |
77
|
$910 M
|
| OAK RIDGE INVESTMENTS LLC |
2025 Q2
|
7/25/2025 |
171
|
$1.4 B
|
| Hassell Wealth Management, LLC |
2025 Q2
|
7/25/2025 |
26
|
$270 M
|
| Summa Corp. |
2025 Q2
|
7/25/2025 |
81
|
$190 M
|
| Vanguard Personalized Indexing Management, LLC |
2025 Q2
|
7/25/2025 |
1,980
|
$8.9 B
|
| Board of the Pension Protection Fund |
2025 Q2
|
7/25/2025 |
99
|
$92 M
|
| GRITSTONE ASSET MANAGEMENT LLC |
2025 Q2
|
7/25/2025 |
120
|
$100 M
|
| Hobbs Group Advisors, LLC |
2025 Q2
|
7/25/2025 |
148
|
$290 M
|
| CV Advisors LLC |
2025 Q2
|
7/25/2025 |
37
|
$330 M
|
| Sather Financial Group Inc |
2025 Q2
|
7/25/2025 |
136
|
$1.7 B
|
| UDINE WEALTH MANAGEMENT, INC. |
2025 Q2
|
7/25/2025 |
35
|
$190 M
|
| MUIRFIELD WEALTH ADVISORS LLC |
2025 Q2
|
7/25/2025 |
70
|
$130 M
|
| Sovereign Financial Group, Inc. |
2025 Q2
|
7/25/2025 |
313
|
$490 M
|
| Tranquility Partners, LLC |
2025 Q2
|
7/25/2025 |
217
|
$280 M
|
| CARL STUART INVESTMENT ADVISOR, INC |
2025 Q2
|
7/25/2025 |
18
|
$200 M
|
| Concurrent Investment Advisors, LLC |
2025 Q2
|
7/25/2025 |
1,404
|
$5.2 B
|
| Cerro Pacific Wealth Advisors LLC |
2025 Q2
|
7/25/2025 |
159
|
$360 M
|
| Asset Planning,Inc |
2025 Q2
|
7/25/2025 |
291
|
$130 M
|
| KINGSWOOD WEALTH ADVISORS, LLC |
2025 Q1 - RESTATEMENT
|
7/25/2025 |
725
|
$1.1 B
|
| JOHNSON INVESTMENT COUNSEL INC |
2025 Q2
|
7/25/2025 |
816
|
$11 B
|
| waypoint wealth counsel |
2025 Q2
|
7/25/2025 |
311
|
$200 M
|
| Sivik Global Healthcare LLC |
2025 Q2
|
7/25/2025 |
46
|
$370 M
|
| Investment Advisory Group, LLC |
2025 Q2
|
7/25/2025 |
175
|
$330 M
|
| Atlas Venture Advisors, Inc. |
2025 Q2
|
7/25/2025 |
4
|
$420 M
|
| AdviceOne Advisory Services, LLC |
2025 Q2
|
7/25/2025 |
32
|
$140 M
|
| 1858 WEALTH MANAGEMENT, LLC |
2025 Q2
|
7/25/2025 |
117
|
$140 M
|
| MATRIX ASSET ADVISORS INC/NY |
2025 Q2
|
7/25/2025 |
108
|
$990 M
|
| Inman Jager Wealth Management, LLC |
2025 Q2
|
7/25/2025 |
79
|
$150 M
|
| Bricktown Capital, LLC |
2025 Q2
|
7/25/2025 |
26
|
$550 M
|
| Manitou Investment Management Ltd. |
2025 Q2
|
7/25/2025 |
61
|
$530 M
|
| GFS Advisors, LLC |
2025 Q2
|
7/25/2025 |
146
|
$730 M
|
| APEIRON CAPITAL Ltd |
2025 Q2
|
7/25/2025 |
5
|
$110 M
|
| Stonehage Fleming Financial Services Holdings Ltd |
2025 Q2
|
7/25/2025 |
262
|
$3.4 B
|
| Evolution Advisers, Inc. |
2025 Q2
|
7/24/2025 |
156
|
$200 M
|
| Milestones Administradora de Recursos Ltda. |
2025 Q2
|
7/24/2025 |
19
|
$290 M
|
| Fifth Third Wealth Advisors LLC |
2025 Q2
|
7/24/2025 |
750
|
$2.4 B
|
| Hemington Wealth Management |
2025 Q2
|
7/24/2025 |
1,691
|
$690 M
|
| Ball & Co Wealth Management Inc. |
2025 Q2
|
7/24/2025 |
74
|
$94 M
|
| Keener Financial Planning LLC |
2025 Q2
|
7/24/2025 |
219
|
$200 M
|
| TCG Capital Management, LP |
2025 Q2
|
7/24/2025 |
1
|
$60 M
|
| R. W. Roge & Company, Inc. |
2025 Q2
|
7/24/2025 |
54
|
$180 M
|
| Apollon Wealth Management, LLC |
2025 Q2
|
7/24/2025 |
1,272
|
$5.1 B
|
| Apollon Financial, LLC |
2025 Q2
|
7/24/2025 |
211
|
$480 M
|