| DORVAL Corp |
2025 Q3
|
10/29/2025 |
42
|
$300 M
|
| Waldron Private Wealth LLC |
2025 Q3
|
10/29/2025 |
313
|
$2.5 B
|
| Impact Investors, Inc |
2025 Q3
|
10/29/2025 |
173
|
$150 M
|
| Allegiance Financial Group Advisory Services LLC |
2025 Q3
|
10/29/2025 |
164
|
$430 M
|
| Joel Isaacson & Co., LLC |
2025 Q3
|
10/29/2025 |
447
|
$2.8 B
|
| Williams & Novak, LLC |
2025 Q3
|
10/29/2025 |
140
|
$130 M
|
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. |
2025 Q3
|
10/29/2025 |
38
|
$140 M
|
| Adaptive Financial Consulting, LLC |
2025 Q3
|
10/29/2025 |
19
|
$250 M
|
| Shared Vision Wealth Group LLC |
2025 Q3
|
10/29/2025 |
98
|
$240 M
|
| Forvis Mazars Wealth Advisors, LLC |
2025 Q3
|
10/29/2025 |
402
|
$5.0 B
|
| Arrow Investment Advisors, LLC |
2025 Q3
|
10/29/2025 |
53
|
$91 M
|
| TMT General Partner Ltd |
2025 Q3
|
10/29/2025 |
3
|
$380 M
|
| Patient Capital Management, LLC |
2025 Q3
|
10/29/2025 |
41
|
$2.5 B
|
| Vest Financial, LLC |
2025 Q3
|
10/29/2025 |
573
|
$7.7 B
|
| Demars Financial Group, LLC |
2025 Q3
|
10/29/2025 |
94
|
$290 M
|
| Huntleigh Advisors, Inc. |
2025 Q3
|
10/29/2025 |
278
|
$590 M
|
| Chicago Partners Investment Group LLC |
2025 Q3
|
10/29/2025 |
1,218
|
$3.8 B
|
| Variant Private Wealth, LLC |
2025 Q3
|
10/29/2025 |
38
|
$110 M
|
| Mizuho Securities Co. Ltd. |
2025 Q3
|
10/29/2025 |
43
|
$15 M
|
| JDH Wealth Management, LLC |
2025 Q3
|
10/29/2025 |
51
|
$140 M
|
| R.H. Investment Group, LLC |
2025 Q3
|
10/29/2025 |
33
|
$120 M
|
| Canopy Partners, LLC |
2025 Q3
|
10/29/2025 |
235
|
$300 M
|
| Boomfish Wealth Group, LLC |
2025 Q3
|
10/29/2025 |
87
|
$190 M
|
| Grey Fox Wealth Advisors, LLC |
2025 Q3
|
10/29/2025 |
681
|
$490 M
|
| Sugar Maple Asset Management, LLC |
2025 Q3
|
10/29/2025 |
80
|
$140 M
|
| Lindenstone AG |
2025 Q3
|
10/29/2025 |
1
|
$0
|
| Aspire Private Capital, LLC |
2025 Q3
|
10/29/2025 |
190
|
$430 M
|
| Marquard & Bahls AG |
2025 Q3
|
10/29/2025 |
1
|
$0
|
| BANK OF STOCKTON |
2025 Q3
|
10/29/2025 |
152
|
$350 M
|
| Mill Capital Management, LLC |
2025 Q3
|
10/29/2025 |
122
|
$1.3 B
|
| Triasima Portfolio Management inc. |
2025 Q3
|
10/29/2025 |
149
|
$660 M
|
| MAGNOLIA GROUP, LLC |
2025 Q3
|
10/29/2025 |
11
|
$630 M
|
| Sage Mountain Advisors LLC |
2025 Q3
|
10/29/2025 |
547
|
$1.7 B
|
| AXIS CAPITAL HOLDINGS LTD |
2025 Q3
|
10/29/2025 |
2
|
$260 M
|
| Rede Wealth, LLC |
2025 Q3
|
10/29/2025 |
109
|
$130 M
|
| Scissortail Wealth Management, LLC |
2025 Q3
|
10/29/2025 |
116
|
$460 M
|
| Skorpios Trust |
2025 Q3
|
10/29/2025 |
2
|
$53 M
|
| First Interstate Bank |
2025 Q3
|
10/29/2025 |
328
|
$1.8 B
|
| Rolek Wealth Management LLC |
2025 Q3
|
10/29/2025 |
16
|
$130 M
|
| Coalescence Partners Investment Management, LP |
2025 Q3
|
10/29/2025 |
13
|
$380 M
|
| McAdam, LLC |
2025 Q3
|
10/29/2025 |
395
|
$2.0 B
|
| MIDDLETON & CO INC/MA |
2025 Q3
|
10/29/2025 |
166
|
$930 M
|
| FLOYD FINANCIAL GROUP LLC |
2025 Q3
|
10/29/2025 |
60
|
$140 M
|
| Vert Asset Management LLC |
2025 Q3
|
10/29/2025 |
45
|
$300 M
|
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT |
2025 Q3
|
10/29/2025 |
79
|
$270 M
|
| SEIZERT CAPITAL PARTNERS, LLC |
2025 Q3
|
10/29/2025 |
170
|
$2.3 B
|
| LDR Capital Management LLC |
2025 Q3
|
10/29/2025 |
34
|
$68 M
|
| CASCADE INVESTMENT GROUP, INC. |
2025 Q3
|
10/29/2025 |
146
|
$150 M
|
| Dynasty Wealth Management, LLC |
2025 Q3
|
10/29/2025 |
309
|
$7.5 B
|
| JACKSON THORNTON WEALTH MANAGEMENT, LLC |
2025 Q3
|
10/29/2025 |
541
|
$990 M
|
| VAUGHAN DAVID INVESTMENTS LLC/IL |
2025 Q3
|
10/29/2025 |
227
|
$4.6 B
|
| Global View Capital Management LLC |
2025 Q3
|
10/29/2025 |
136
|
$470 M
|
| Platform Technology Partners |
2025 Q3
|
10/29/2025 |
256
|
$420 M
|
| BloombergSen Inc. |
2025 Q3
|
10/29/2025 |
33
|
$1.6 B
|
| Inscription Capital, LLC |
2025 Q3
|
10/29/2025 |
638
|
$930 M
|
| Live Oak Investment Partners |
2025 Q3 - RESTATEMENT
|
10/29/2025 |
82
|
$150 M
|
| Americana Partners, LLC |
2025 Q3
|
10/29/2025 |
457
|
$3.3 B
|
| CALIFORNIA FIRST LEASING CORP |
2025 Q3
|
10/29/2025 |
44
|
$270 M
|
| PROFESSIONAL ADVISORY SERVICES INC |
2025 Q3
|
10/29/2025 |
81
|
$770 M
|
| Matisse Capital |
2025 Q3
|
10/29/2025 |
196
|
$220 M
|
| NORTHWESTERN UNIVERSITY |
2025 Q3
|
10/29/2025 |
4
|
$57 M
|
| QTR Family Wealth, LLC |
2025 Q3
|
10/29/2025 |
255
|
$210 M
|
| Root Financial Partners, LLC |
2025 Q3
|
10/29/2025 |
2,297
|
$1.6 B
|
| Pacific Heights Asset Management LLC |
2025 Q3
|
10/29/2025 |
79
|
$2.3 B
|
| Scott & Selber, Inc. |
2025 Q3 - RESTATEMENT
|
10/29/2025 |
94
|
$390 M
|
| LEE DANNER & BASS INC |
2025 Q3
|
10/29/2025 |
233
|
$1.4 B
|
| CALDWELL SUTTER CAPITAL, INC. |
2025 Q3
|
10/29/2025 |
871
|
$230 M
|
| GKV Capital Management Co., Inc. |
2025 Q3
|
10/29/2025 |
86
|
$250 M
|
| HORIZON BANCORP INC /IN/ |
2025 Q3
|
10/29/2025 |
189
|
$210 M
|
| Providence First Trust Co |
2025 Q3
|
10/29/2025 |
110
|
$290 M
|
| Portfolio Strategies, Inc. |
2025 Q3
|
10/29/2025 |
63
|
$860 M
|
| Birinyi Associates Inc |
2025 Q3
|
10/29/2025 |
57
|
$390 M
|
| PARSONS CAPITAL MANAGEMENT INC/RI |
2025 Q3
|
10/29/2025 |
458
|
$1.8 B
|
| William B. Walkup & Associates, Inc. |
2025 Q3
|
10/29/2025 |
163
|
$190 M
|
| Slow Capital, Inc. |
2025 Q3
|
10/29/2025 |
118
|
$850 M
|
| Dynamic Wealth Strategies, LLC |
2025 Q3
|
10/29/2025 |
241
|
$150 M
|
| BCM ADVISORS, LLC |
2025 Q3
|
10/29/2025 |
74
|
$500 M
|
| Fisher Funds Management LTD |
2025 Q3
|
10/29/2025 |
160
|
$3.8 B
|
| Arkadios Wealth Advisors |
2025 Q3
|
10/29/2025 |
2,973
|
$4.2 B
|
| Frontier Asset Management, LLC |
2025 Q3
|
10/29/2025 |
74
|
$400 M
|
| FWG Investments, LLC. |
2025 Q3
|
10/29/2025 |
104
|
$150 M
|
| Turtle Creek Wealth Advisors, LLC |
2025 Q3
|
10/29/2025 |
365
|
$1.1 B
|
| VISTA INVESTMENT PARTNERS II, LLC |
2025 Q3
|
10/29/2025 |
143
|
$210 M
|
| DIAMANT ASSET MANAGEMENT, INC. |
2025 Q3
|
10/29/2025 |
71
|
$140 M
|
| Robinson Value Management, Ltd. |
2025 Q3
|
10/29/2025 |
71
|
$170 M
|
| Merkkuri Wealth Advisors LLC |
2025 Q3
|
10/29/2025 |
80
|
$140 M
|
| St. James Investment Company, LLC |
2025 Q3
|
10/29/2025 |
30
|
$640 M
|
| Cravens & Co Advisors, LLC |
2025 Q3
|
10/29/2025 |
58
|
$150 M
|
| Northland Capital Management LLC |
2025 Q3
|
10/29/2025 |
30
|
$170 M
|
| Element Wealth, LLC |
2025 Q3
|
10/29/2025 |
196
|
$230 M
|
| Nordwand Advisors, LLC |
2025 Q3
|
10/29/2025 |
155
|
$630 M
|
| Game Plan Financial Advisors, LLC |
2025 Q3
|
10/29/2025 |
355
|
$240 M
|
| Roberts Foundation |
2025 Q3
|
10/29/2025 |
2
|
$38 M
|
| Carlton Hofferkamp & Jenks Wealth Management, LLC |
2025 Q3
|
10/29/2025 |
141
|
$300 M
|
| American Alpha Advisors, LLC |
2025 Q3
|
10/29/2025 |
91
|
$140 M
|
| Verdence Capital Advisors LLC |
2025 Q3
|
10/29/2025 |
704
|
$1.7 B
|
| Stewardship Advisors, LLC |
2025 Q3
|
10/29/2025 |
154
|
$420 M
|
| Signature Wealth Management Group |
2025 Q3
|
10/29/2025 |
114
|
$260 M
|
| Tradewinds, LLC. |
2025 Q3
|
10/29/2025 |
210
|
$410 M
|
| WPG Advisers, LLC |
2025 Q3
|
10/29/2025 |
1,447
|
$130 M
|