| Motiv8 Investments LLC |
2025 Q2
|
7/22/2025 |
95
|
$160 M
|
| KPP Advisory Services LLC |
2025 Q2
|
7/22/2025 |
252
|
$400 M
|
| Heck Capital Advisors, LLC |
2025 Q2
|
7/22/2025 |
177
|
$1.2 B
|
| Viewpoint Capital Management LLC |
2025 Q2
|
7/22/2025 |
136
|
$200 M
|
| Drake & Associates, LLC |
2025 Q2
|
7/22/2025 |
92
|
$410 M
|
| Mraz, Amerine & Associates, Inc. |
2025 Q2
|
7/22/2025 |
191
|
$620 M
|
| ARCADIA INVESTMENT ADVISORS LLC |
2025 Q2
|
7/22/2025 |
84
|
$190 M
|
| Regency Capital Management Inc.\DE |
2025 Q2
|
7/22/2025 |
58
|
$190 M
|
| Elm3 Financial Group, LLC |
2025 Q2
|
7/22/2025 |
108
|
$120 M
|
| Pine Brook Road Advisors, L.P. |
2025 Q2
|
7/22/2025 |
2
|
$130 M
|
| Kercheville Advisors, LLC |
2025 Q2
|
7/22/2025 |
105
|
$290 M
|
| Keudell/Morrison Wealth Management |
2025 Q2
|
7/22/2025 |
228
|
$450 M
|
| Global Strategic Investment Solutions, LLC |
2025 Q2
|
7/22/2025 |
152
|
$940 M
|
| IFS Advisors, LLC |
2025 Q2
|
7/22/2025 |
170
|
$130 M
|
| Three Cord True Wealth Management, LLC |
2025 Q2
|
7/22/2025 |
17
|
$55 M
|
| Fortitude Advisory Group L.L.C. |
2025 Q2
|
7/22/2025 |
218
|
$180 M
|
| Innovative Wealth Building LLC |
2025 Q2
|
7/22/2025 |
51
|
$120 M
|
| VAUGHAN & Co SECURITIES, INC. |
2025 Q2
|
7/22/2025 |
57
|
$170 M
|
| Measured Risk Portfolios, Inc. |
2025 Q2
|
7/22/2025 |
77
|
$100 M
|
| Orca Wealth Management, LLC |
2025 Q2
|
7/22/2025 |
95
|
$120 M
|
| IVC Wealth Advisors LLC |
2025 Q2
|
7/22/2025 |
174
|
$210 M
|
| Beacon Financial Advisory LLC |
2025 Q2
|
7/22/2025 |
353
|
$390 M
|
| Alta Wealth Advisors LLC |
2025 Q2
|
7/22/2025 |
118
|
$210 M
|
| Gemmer Asset Management LLC |
2025 Q2
|
7/22/2025 |
165
|
$1.1 B
|
| Three Bridge Wealth Advisors, LLC |
2025 Q2
|
7/22/2025 |
123
|
$380 M
|
| Hubbell Strickland Wealth Management, LLC |
2025 Q2
|
7/22/2025 |
82
|
$230 M
|
| JSF Financial, LLC |
2025 Q2
|
7/22/2025 |
128
|
$420 M
|
| RED TREE MANAGEMENT, LLC |
2025 Q2
|
7/22/2025 |
3
|
$73 M
|
| Merit Financial Group, LLC |
2025 Q2
|
7/22/2025 |
1,708
|
$9.0 B
|
| VERUS WEALTH MANAGEMENT, LLC |
2025 Q2
|
7/22/2025 |
69
|
$99 M
|
| Legacy Trust |
2025 Q2
|
7/22/2025 |
144
|
$410 M
|
| Glass Wealth Management Co LLC |
2025 Q2
|
7/22/2025 |
56
|
$190 M
|
| Global Assets Advisory, LLC |
2025 Q2
|
7/22/2025 |
221
|
$260 M
|
| Running Oak Capital LLC |
2025 Q2
|
7/22/2025 |
110
|
$900 M
|
| GRIMES & COMPANY, INC. |
2025 Q2
|
7/22/2025 |
476
|
$3.7 B
|
| DAVENPORT & Co LLC |
2025 Q2
|
7/22/2025 |
1,202
|
$18 B
|
| David Wealth Management LLC |
2025 Q2
|
7/22/2025 |
55
|
$130 M
|
| Valpey Financial Services, LLC |
2025 Q2
|
7/22/2025 |
67
|
$140 M
|
| Marks Group Wealth Management, Inc |
2025 Q2
|
7/22/2025 |
467
|
$1.1 B
|
| Yardley Wealth Management LLC |
2025 Q2
|
7/22/2025 |
41
|
$180 M
|
| WOODMONT INVESTMENT COUNSEL LLC |
2025 Q2
|
7/22/2025 |
276
|
$1.5 B
|
| Dougherty Wealth Advisers LLC |
2025 Q2
|
7/22/2025 |
110
|
$150 M
|
| Vantage Investment Partners, LLC |
2025 Q2
|
7/22/2025 |
65
|
$1.4 B
|
| Joule Financial, LLC |
2025 Q2
|
7/22/2025 |
108
|
$310 M
|
| Knights of Columbus Asset Advisors LLC |
2025 Q2
|
7/22/2025 |
368
|
$1.7 B
|
| PLIMOTH TRUST CO LLC |
2025 Q2
|
7/22/2025 |
310
|
$420 M
|
| SAGE FINANCIAL GROUP INC |
2025 Q2
|
7/22/2025 |
101
|
$1.4 B
|
| CPR Investments Inc. |
2025 Q2
|
7/22/2025 |
45
|
$130 M
|
| IMC-Chicago, LLC |
2025 Q2
|
7/22/2025 |
3,502
|
$230 B
|
| Iron Horse Wealth Management, LLC |
2025 Q2
|
7/22/2025 |
591
|
$340 M
|
| Marietta Wealth Management, LLC |
2025 Q2
|
7/22/2025 |
115
|
$770 M
|
| CULLINAN ASSOCIATES INC |
2025 Q2
|
7/22/2025 |
210
|
$1.5 B
|
| Fenimore Asset Management Inc |
2025 Q2
|
7/22/2025 |
90
|
$5.0 B
|
| Chung Wu Investment Group, LLC |
2025 Q2
|
7/22/2025 |
248
|
$96 M
|
| PARTNERS WEALTH MANAGEMENT, LLC |
2025 Q2
|
7/22/2025 |
114
|
$88 M
|
| Hunter Perkins Capital Management, LLC |
2025 Q2
|
7/22/2025 |
110
|
$420 M
|
| Sendero Wealth Management, LLC |
2025 Q2
|
7/22/2025 |
293
|
$800 M
|
| Petros Family Wealth, LLC |
2025 Q2
|
7/22/2025 |
445
|
$110 M
|
| Valeo Financial Advisors, LLC |
2025 Q2
|
7/22/2025 |
799
|
$4.2 B
|
| JP Wealth Management, Inc. |
2025 Q2
|
7/22/2025 |
14
|
$130 M
|
| Autumn Glory Partners, LLC |
2025 Q2
|
7/22/2025 |
230
|
$210 M
|
| SRH ADVISORS, LLC |
2025 Q2
|
7/22/2025 |
268
|
$330 M
|
| Headland Capital, LLC |
2025 Q2
|
7/22/2025 |
41
|
$240 M
|
| FISHMAN JAY A LTD/MI |
2025 Q2
|
7/22/2025 |
79
|
$1.0 B
|
| PUREfi Wealth, LLC |
2025 Q2
|
7/22/2025 |
156
|
$130 M
|
| Hillcrest Wealth Advisors - NY, LLC |
2025 Q2
|
7/22/2025 |
49
|
$210 M
|
| Luken Investment Analytics, LLC |
2025 Q2
|
7/22/2025 |
147
|
$230 M
|
| Cedar Mountain Advisors, LLC |
2025 Q2
|
7/22/2025 |
366
|
$480 M
|
| HILLMAN CO |
2025 Q2
|
7/22/2025 |
14
|
$260 M
|
| EADS & HEALD WEALTH MANAGEMENT |
2025 Q2
|
7/22/2025 |
134
|
$200 M
|
| Duncan Williams Asset Management, LLC |
2025 Q2 - RESTATEMENT
|
7/22/2025 |
154
|
$320 M
|
| APPLETON PARTNERS INC/MA |
2025 Q2
|
7/22/2025 |
251
|
$1.4 B
|
| AWM CAPITAL, LLC |
2025 Q2
|
7/22/2025 |
101
|
$950 M
|
| Aspire Private Capital, LLC |
2025 Q2
|
7/22/2025 |
179
|
$430 M
|
| KICKSTAND VENTURES, LLC. |
2025 Q2
|
7/22/2025 |
115
|
$430 M
|
| Mascoma Wealth Management LLC |
2025 Q2
|
7/22/2025 |
465
|
$430 M
|
| Simplicity Wealth,LLC |
2025 Q2
|
7/22/2025 |
585
|
$2.4 B
|
| OLD NATIONAL BANCORP /IN/ |
2025 Q2
|
7/22/2025 |
1,242
|
$5.6 B
|
| CHEMUNG CANAL TRUST CO |
2025 Q2
|
7/22/2025 |
210
|
$480 M
|
| Brown Miller Wealth Management, LLC |
2025 Q2
|
7/22/2025 |
273
|
$320 M
|
| Olistico Wealth, LLC |
2025 Q2
|
7/22/2025 |
366
|
$180 M
|
| Euro Pacific Asset Management, LLC |
2025 Q2
|
7/22/2025 |
79
|
$450 M
|
| Berkshire Money Management, Inc. |
2025 Q2
|
7/22/2025 |
167
|
$950 M
|
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV |
2025 Q2
|
7/22/2025 |
169
|
$220 M
|
| Confluence Wealth Services, Inc. |
2025 Q2
|
7/22/2025 |
359
|
$1.8 B
|
| Gratus Wealth Advisors, LLC |
2025 Q2
|
7/22/2025 |
130
|
$660 M
|
| VALLEY NATIONAL ADVISERS INC |
2025 Q2
|
7/22/2025 |
957
|
$610 M
|
| JOHNSON & JOHNSON |
2025 Q2
|
7/22/2025 |
20
|
$330 M
|
| Belpointe Asset Management LLC |
2025 Q2
|
7/22/2025 |
935
|
$2.4 B
|
| Duncan Williams Asset Management, LLC |
2025 Q2
|
7/22/2025 |
115
|
$430 M
|
| MAS Advisors LLC |
2025 Q2
|
7/22/2025 |
68
|
$61 M
|
| ASSET PLANNING SERVICES INC /LA/ /ADV |
2025 Q2
|
7/22/2025 |
34
|
$220 M
|
| Aquire Wealth Advisors, LLC |
2025 Q2
|
7/22/2025 |
46
|
$370 M
|
| LDR Capital Management LLC |
2025 Q2
|
7/22/2025 |
29
|
$77 M
|
| Rochester Wealth Strategies, LLC |
2025 Q2
|
7/22/2025 |
23
|
$140 M
|
| D.B. Root & Company, LLC |
2025 Q2
|
7/22/2025 |
190
|
$340 M
|
| HS Management Partners, LLC |
2025 Q2 - RESTATEMENT
|
7/22/2025 |
25
|
$1.2 B
|
| CAPITAL ADVISORS INC/OK |
2025 Q2
|
7/22/2025 |
339
|
$5.6 B
|
| Comprehensive Financial Consultants Institutional, Inc. |
2025 Q2
|
7/22/2025 |
182
|
$300 M
|
| HRC WEALTH MANAGEMENT, LLC |
2025 Q2
|
7/22/2025 |
51
|
$190 M
|