| Divergent Planning, LLC |
2025 Q3 - RESTATEMENT
|
10/27/2025 |
35
|
$380 M
|
| Baugh & Associates, LLC |
2025 Q3
|
10/27/2025 |
41
|
$200 M
|
| Family Capital Management, Inc. |
2025 Q3
|
10/27/2025 |
100
|
$210 M
|
| Klingman & Associates, LLC |
2025 Q3
|
10/27/2025 |
319
|
$2.0 B
|
| Robeco Schweiz AG |
2025 Q3
|
10/27/2025 |
128
|
$4.4 B
|
| Financial Synergies Wealth Advisors, Inc. |
2025 Q3
|
10/27/2025 |
112
|
$990 M
|
| Clarity Asset Management, Inc. |
2025 Q3
|
10/27/2025 |
249
|
$180 M
|
| Boothe Investment Group, Inc. |
2025 Q3
|
10/27/2025 |
37
|
$270 M
|
| Unified Investment Management |
2025 Q3
|
10/27/2025 |
136
|
$100 M
|
| PBMares Wealth Management LLC |
2025 Q3
|
10/27/2025 |
196
|
$620 M
|
| Vivid Wealth Management, LLC |
2025 Q3
|
10/27/2025 |
67
|
$250 M
|
| O'Connor Financial Group LLC |
2025 Q3
|
10/27/2025 |
59
|
$240 M
|
| Concurrent Investment Advisors, LLC |
2025 Q3
|
10/27/2025 |
1,497
|
$5.8 B
|
| SMITH SHELLNUT WILSON LLC /ADV |
2025 Q3
|
10/27/2025 |
143
|
$260 M
|
| Financial Network Wealth Advisors LLC |
2025 Q3
|
10/27/2025 |
838
|
$91 M
|
| Pacific Life Fund Advisors LLC |
2025 Q3
|
10/27/2025 |
20
|
$970 M
|
| PRIMORIS WEALTH ADVISORS, LLC |
2025 Q3
|
10/27/2025 |
106
|
$160 M
|
| TD PRIVATE CLIENT WEALTH LLC |
2025 Q3
|
10/27/2025 |
1,535
|
$4.4 B
|
| Fractal Investments LLC |
2025 Q3
|
10/27/2025 |
77
|
$690 M
|
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC |
2025 Q3
|
10/27/2025 |
143
|
$1.8 B
|
| CPC Advisors, LLC |
2025 Q3
|
10/27/2025 |
191
|
$950 M
|
| Lighthouse Financial LLC |
2025 Q3
|
10/27/2025 |
75
|
$150 M
|
| Wealth Advisory Solutions, LLC |
2025 Q3
|
10/27/2025 |
138
|
$410 M
|
| American Financial Advisors, LLC |
2025 Q3
|
10/27/2025 |
158
|
$780 M
|
| Sippican Capital Advisors |
2025 Q3
|
10/27/2025 |
114
|
$150 M
|
| Randolph Co Inc |
2025 Q3
|
10/27/2025 |
44
|
$1.0 B
|
| Bosman Wealth Management, LLC |
2025 Q3
|
10/27/2025 |
42
|
$130 M
|
| Financial Futures Ltd Liability Co. |
2025 Q3
|
10/27/2025 |
68
|
$210 M
|
| FIRST UNITED BANK & TRUST |
2025 Q3
|
10/27/2025 |
584
|
$310 M
|
| QVR LLC |
2025 Q3
|
10/27/2025 |
117
|
$830 M
|
| Crew Capital Management, Ltd |
2025 Q3
|
10/27/2025 |
115
|
$150 M
|
| Decker Retirement Planning Inc. |
2025 Q3
|
10/27/2025 |
218
|
$180 M
|
| GRIMES & Co WEALTH MANAGEMENT, LLC |
2025 Q3
|
10/27/2025 |
517
|
$4.0 B
|
| Bogart Wealth, LLC |
2025 Q3
|
10/27/2025 |
1,529
|
$2.5 B
|
| Fee-Only Financial Planning, L.C. |
2025 Q3
|
10/27/2025 |
42
|
$170 M
|
| Quent Capital, LLC |
2025 Q3
|
10/27/2025 |
1,429
|
$1.2 B
|
| PKO Investment Management Joint-Stock Co |
2025 Q3
|
10/27/2025 |
202
|
$1.2 B
|
| Polaris Capital Management, LLC |
2025 Q3
|
10/27/2025 |
90
|
$1.5 B
|
| RWC Asset Management LLP |
2025 Q3
|
10/27/2025 |
188
|
$2.1 B
|
| Pinion Investment Advisors, LLC |
2025 Q3
|
10/27/2025 |
168
|
$370 M
|
| Rempart Asset Management Inc. |
2025 Q3
|
10/27/2025 |
35
|
$540 M
|
| North of South Capital LLP |
2025 Q3
|
10/27/2025 |
23
|
$1.0 B
|
| Ironwood Wealth Management, LLC. |
2025 Q3
|
10/27/2025 |
41
|
$300 M
|
| Belvedere Trading LLC |
2025 Q3
|
10/27/2025 |
888
|
$87 B
|
| SCHMIDT P J INVESTMENT MANAGEMENT INC |
2025 Q3
|
10/27/2025 |
199
|
$610 M
|
| RWC ASSET ADVISORS (US) LLC |
2025 Q3
|
10/27/2025 |
17
|
$610 M
|
| Birch Capital Management, LLC |
2025 Q3
|
10/27/2025 |
76
|
$200 M
|
| NORDEA INVESTMENT MANAGEMENT AB |
2025 Q3
|
10/27/2025 |
1,956
|
$110 B
|
| Bangor Savings Bank |
2025 Q3
|
10/27/2025 |
708
|
$1.2 B
|
| ZEGA Investments, LLC |
2025 Q3
|
10/27/2025 |
157
|
$750 M
|
| HARBOR INVESTMENT ADVISORY, LLC |
2025 Q3
|
10/27/2025 |
1,180
|
$1.2 B
|
| Allen Capital Group, LLC |
2025 Q3
|
10/27/2025 |
273
|
$1.1 B
|
| Spectrum Asset Management, Inc. |
2025 Q3
|
10/27/2025 |
4
|
$49 M
|
| Argyle Capital Management, LLC |
2025 Q3
|
10/27/2025 |
135
|
$290 M
|
| Prosperitas Financial LLC |
2025 Q3
|
10/27/2025 |
69
|
$240 M
|
| West Wealth Group, LLC |
2025 Q3
|
10/27/2025 |
123
|
$440 M
|
| STAPP WEALTH MANAGEMENT, PLLC |
2025 Q3
|
10/27/2025 |
32
|
$74 M
|
| Elemental Capital Partners LLC |
2025 Q3
|
10/27/2025 |
6
|
$180 M
|
| Janney Montgomery Scott LLC |
2025 Q3
|
10/27/2025 |
2,852
|
$42 B
|
| New Republic Capital, LLC |
2025 Q3
|
10/27/2025 |
264
|
$330 M
|
| Janney Capital Management LLC |
2025 Q3
|
10/27/2025 |
244
|
$1.6 B
|
| Kiker Wealth Management, LLC |
2025 Q3
|
10/27/2025 |
221
|
$200 M
|
| Stone House Investment Management, LLC |
2025 Q3
|
10/27/2025 |
723
|
$590 M
|
| Diversified Investment Strategies, LLC |
2025 Q3
|
10/27/2025 |
51
|
$150 M
|
| Hardman Johnston Global Advisors LLC |
2025 Q3
|
10/27/2025 |
72
|
$2.0 B
|
| Lynch Asset Management, Inc. |
2025 Q3
|
10/27/2025 |
56
|
$310 M
|
| OLD REPUBLIC INTERNATIONAL CORP |
2025 Q3
|
10/27/2025 |
56
|
$2.7 B
|
| St. Johns Investment Management Company, LLC |
2025 Q3
|
10/27/2025 |
204
|
$240 M
|
| N.E.W. Advisory Services LLC |
2025 Q3
|
10/27/2025 |
840
|
$1.1 B
|
| S-Bank Fund Management Ltd |
2025 Q3
|
10/27/2025 |
207
|
$750 M
|
| Farmers & Merchants Trust Co of Chambersburg PA |
2025 Q3
|
10/27/2025 |
333
|
$350 M
|
| OMNI 360 Wealth, Inc. |
2025 Q2 - RESTATEMENT
|
10/27/2025 |
113
|
$160 M
|
| HELIOS CAPITAL MANAGEMENT PTE. LTD |
2025 Q3
|
10/27/2025 |
36
|
$150 M
|
| Broad Peak Investment Advisers Pte Ltd |
2025 Q3
|
10/27/2025 |
15
|
$360 M
|
| OMNI 360 Wealth, Inc. |
2025 Q1 - RESTATEMENT
|
10/27/2025 |
108
|
$150 M
|
| OMNI 360 Wealth, Inc. |
2024 Q4 - RESTATEMENT
|
10/27/2025 |
111
|
$150 M
|
| OMNI 360 Wealth, Inc. |
2024 Q3 - RESTATEMENT
|
10/27/2025 |
109
|
$150 M
|
| TOKIO MARINE ASSET MANAGEMENT CO LTD |
2025 Q3
|
10/27/2025 |
535
|
$2.8 B
|
| OMNI 360 Wealth, Inc. |
2024 Q2 - RESTATEMENT
|
10/27/2025 |
107
|
$130 M
|
| OMNI 360 Wealth, Inc. |
2024 Q1 - RESTATEMENT
|
10/27/2025 |
104
|
$120 M
|
| OMNI 360 Wealth, Inc. |
2023 Q4 - RESTATEMENT
|
10/27/2025 |
96
|
$110 M
|
| GILL CAPITAL PARTNERS, LLC |
2025 Q3
|
10/27/2025 |
138
|
$330 M
|
| Yelin Lapidot Holdings Management Ltd. |
2025 Q3
|
10/27/2025 |
102
|
$480 M
|
| Sumitomo Mitsui Trust Group, Inc. |
2025 Q3
|
10/27/2025 |
1,050
|
$170 B
|
| Cornell Pochily Investment Advisors, Inc. |
2025 Q3
|
10/27/2025 |
177
|
$340 M
|
| Roger Wittlin Investment Advisory, LLC |
2025 Q3
|
10/27/2025 |
41
|
$180 M
|
| Hippocratic Financial Advisors, LLC |
2025 Q3
|
10/27/2025 |
27
|
$210 M
|
| COLUMBIA ADVISORY PARTNERS LLC |
2025 Q3
|
10/24/2025 |
90
|
$140 M
|
| rebel Financial LLC |
2025 Q3
|
10/24/2025 |
62
|
$230 M
|
| VICUS CAPITAL |
2025 Q3
|
10/24/2025 |
269
|
$1.3 B
|
| GODSEY & GIBB, INC |
2025 Q3
|
10/24/2025 |
375
|
$1.1 B
|
| Pinnacle Bancorp, Inc. |
2025 Q3
|
10/24/2025 |
910
|
$340 M
|
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA |
2025 Q3
|
10/24/2025 |
85
|
$150 M
|
| TOEWS CORP /ADV |
2025 Q3
|
10/24/2025 |
15
|
$700 M
|
| MGO ONE SEVEN LLC |
2025 Q3
|
10/24/2025 |
1,325
|
$4.3 B
|
| Nixon Capital, LLC |
2025 Q3
|
10/24/2025 |
25
|
$330 M
|
| Conestoga Capital Advisors, LLC |
2025 Q3
|
10/24/2025 |
122
|
$6.2 B
|
| Nexus Investment Management ULC |
2025 Q3
|
10/24/2025 |
70
|
$700 M
|
| MEEDER ASSET MANAGEMENT INC |
2025 Q3
|
10/24/2025 |
1,838
|
$1.8 B
|
| Aventus Investment Advisors, Inc. |
2025 Q2
|
10/24/2025 |
156
|
$110 M
|